| Capital World Investors |
Los Angeles, CA |
Q3 2025 |
|
$732B |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC |
San Francisco, CA |
Q3 2025 |
|
$626B |
| Capital International Investors |
Los Angeles, CA |
Q3 2025 |
|
$619B |
| Capital Research Global Investors |
Los Angeles, CA |
Q3 2025 |
|
$533B |
| Chae James |
Buena Park, CA |
|
|
$196B |
| CALIFORNIA PUBLIC EMPLOYEES RETIREMENT SYSTEM |
Sacramento, CA |
Q3 2025 |
|
$167B |
| CITIGROUP INC |
New York, NY |
Q3 2025 |
|
$145B |
| CANADA PENSION PLAN INVESTMENT BOARD |
Toronto Ontario, Ontario, Canada |
Q3 2025 |
|
$145B |
| Clearbridge Investments, LLC |
New York, NY |
Q3 2025 |
|
$133B |
| Creative Planning |
Overland Park, KS |
Q3 2025 |
|
$131B |
| CITADEL ADVISORS LLC |
Miami, FL |
Q3 2025 |
|
$125B |
| CREDIT SUISSE AG/ |
Zurich, Switzerland |
Q1 2024 |
|
$103B |
| CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM |
West Sacramento, CA |
Q3 2025 |
|
$97.5B |
| Cetera Investment Advisers |
Schaumburg, IL |
Q3 2025 |
|
$86B |
| COMMONWEALTH EQUITY SERVICES, LLC |
Waltham, MA |
Q3 2025 |
|
$77.2B |
| CANADA LIFE ASSURANCE Co |
Winnipeg, Manitoba, Canada |
Q3 2025 |
|
$69.9B |
| Corient Private Wealth LLC |
Miami, FL |
Q3 2025 |
|
$63.1B |
| Cerity Partners LLC |
New York, NY |
Q3 2025 |
|
$61.7B |
| CIBC Private Wealth Group LLC |
Atlanta, GA |
Q3 2025 |
|
$58.4B |
| CAISSE DE DEPOT ET PLACEMENT DU QUEBEC |
Montreal, Quebec, Canada |
Q3 2025 |
|
$55.6B |
| COHEN & STEERS, INC. |
New York, NY |
Q3 2025 |
|
$55.4B |
| CAPTRUST FINANCIAL ADVISORS |
Raleigh, NC |
Q3 2025 |
|
$49B |
| CIBC WORLD MARKET INC. |
Toronto, Ontario, Canada |
Q3 2025 |
|
$48.3B |
| COATUE MANAGEMENT LLC |
New York, NY |
Q3 2025 |
|
$40.8B |
| CASCADE INVESTMENT, L.L.C. |
Kirkland, WA |
|
|
$38.4B |
| Cambridge Investment Research Advisors, Inc. |
Fairfield, IA |
Q3 2025 |
|
$36.4B |
| Chevy Chase Trust Holdings, LLC |
Bethesda, MD |
Q3 2025 |
|
$36.3B |
| CIBC Asset Management Inc |
Toronto, Ontario, Canada |
Q3 2025 |
|
$34.5B |
| CWM, LLC |
Omaha, NE |
Q3 2025 |
|
$33.2B |
| Connor, Clark & Lunn Investment Management Ltd. |
Vancouver, British Columbia, Canada |
Q3 2025 |
|
$31.7B |
| CREDIT AGRICOLE S A |
Montrouge Cedex, France |
Q3 2025 |
|
$30.2B |
| CI INVESTMENTS INC. |
Toronto, Ontario, Canada |
Q3 2025 |
|
$27.6B |
| COMERICA BANK |
Dallas, TX |
Q3 2025 |
|
$26.6B |
| Cresset Asset Management, LLC |
Chicago, IL |
Q3 2025 |
|
$25.8B |
| Calamos Advisors LLC |
Naperville, IL |
Q3 2025 |
|
$24.7B |
| Clear Street Group Inc. |
New York, NY |
Q3 2025 |
|
$20.5B |
| COMMONWEALTH OF PENNSYLVANIA PUBLIC SCHOOL EMPLS RETRMT SYS |
Harrisburg, PA |
Q3 2025 |
|
$19.9B |
| Candriam S.C.A. |
Strassen, Luxembourg, Luxembourg |
Q3 2025 |
|
$19B |
| CANTILLON CAPITAL MANAGEMENT LLC |
New York, NY |
Q3 2025 |
|
$18.2B |
| COMMERCE BANK |
Kansas City, MO |
Q3 2025 |
|
$18B |
| Commonwealth Equity Services, Inc |
Waltham, MA |
Q3 2017 |
|
$16.7B |
| CIBC Bancorp USA Inc. |
Chicago, IL |
Q3 2025 |
|
$16.6B |
| Clark Capital Management Group, Inc. |
Philadelphia, PA |
Q3 2025 |
|
$16B |
| Cohen Janet L |
Wilmington, MA |
|
|
$15.9B |
| CONGRESS ASSET MANAGEMENT CO |
Boston, MA |
Q3 2025 |
|
$15B |
| Czech National Bank |
Prague, Czech Republic |
Q3 2025 |
|
$14.5B |
| CORNERSTONE CAPITAL MANAGEMENT HOLDINGS LLC. |
New York, NY |
Q4 2017 |
|
$14.3B |
| Capital Wealth Planning, LLC |
Naples, FL |
Q3 2025 |
|
$14.2B |
| Capula Management Ltd |
Grand Cayman, Cayman Islands |
Q3 2025 |
|
$13.4B |
| Champlain Investment Partners, LLC |
Burlington, VT |
Q3 2025 |
|
$13.3B |
| Clal Insurance Enterprises Holdings Ltd |
Tel Aviv, Israel |
Q3 2025 |
|
$13.1B |
| CONNOR CLARK & LUNN INVESTMENT MANAGEMENT LTD |
Vancouver Bc, British Columbia, Canada |
Q4 2013 |
|
$12.8B |
| Capitolis Liquid Global Markets LLC |
New York, NY |
Q3 2025 |
|
$12.5B |
| Capital International, Inc./CA/ |
Los Angeles, CA |
Q3 2025 |
|
$12.5B |
| CAPSTONE INVESTMENT ADVISORS, LLC |
New York, NY |
Q3 2025 |
|
$11.4B |
| Carlyle Group Inc. |
Washington, DC |
Q3 2025 |
|
$11.4B |
| Cannon-Brookes Michael |
San Francisco, CA |
|
|
$10.3B |
| CAPITAL FUND MANAGEMENT S.A. |
Paris, France |
Q3 2025 |
|
$10B |
| CENTERSQUARE INVESTMENT MANAGEMENT LLC |
Conshohocken, PA |
Q3 2025 |
|
$9.95B |
| COOKE & BIELER LP |
Philadelphia, PA |
Q3 2025 |
|
$9.68B |
| Cardano Risk Management B.V. |
Rotterdam, Netherlands |
Q3 2025 |
|
$9.41B |
| Chesky Brian |
San Francisco, CA |
|
|
$9.35B |
| CHURCHILL MANAGEMENT Corp |
Los Angeles, CA |
Q2 2025 |
|
$9.21B |
| Cullen Capital Management, LLC |
New York, NY |
Q3 2025 |
|
$9.14B |
| Compagnie Lombard Odier SCmA |
1204 Geneva, Switzerland |
Q3 2025 |
|
$9.06B |
| CULLEN/FROST BANKERS, INC. |
San Antonio, TX |
Q3 2025 |
|
$8.61B |
| CHOREO, LLC |
Rockford, IL |
Q3 2025 |
|
$7.59B |
| CAUSEWAY CAPITAL MANAGEMENT LLC |
Los Angeles, CA |
Q3 2025 |
|
$7.57B |
| COLDSTREAM CAPITAL MANAGEMENT INC |
Bellevue, WA |
Q3 2025 |
|
$7.43B |
| CAPITAL GUARDIAN TRUST CO |
Los Angeles, CA |
Q2 2019 |
|
$7.42B |
| CITIZENS FINANCIAL GROUP INC/RI |
Providence, RI |
Q3 2025 |
|
$7.3B |
| Cubist Systematic Strategies, LLC |
Stamford, CT |
Q3 2025 |
|
$7.1B |
| CBRE INVESTMENT MANAGEMENT LISTED REAL ASSETS LLC |
Radnor, PA |
Q3 2025 |
|
$7.01B |
| CONFLUENCE INVESTMENT MANAGEMENT LLC |
St. Louis, MO |
Q3 2025 |
|
$7.01B |
| Canoe Financial LP |
Calgary, Alberta, Canada |
Q3 2025 |
|
$7B |
| Chaudhry Jagtar Singh |
San Jose, CA |
|
|
$6.92B |
| Clearstead Advisors, LLC |
Cleveland, OH |
Q3 2025 |
|
$6.86B |
| Carmignac Gestion |
Paris, France |
Q3 2025 |
|
$6.7B |
| Crossmark Global Holdings, Inc. |
Houston, TX |
Q3 2025 |
|
$6.68B |
| COLONY GROUP LLC |
Boston, MA |
Q3 2023 |
|
$6.66B |
| Castle Hook Partners LP |
New York, NY |
Q3 2025 |
|
$6.61B |
| C WorldWide Group Holding A/S |
Copenhagen, Denmark |
Q3 2025 |
|
$6.49B |
| CINCINNATI INSURANCE CO |
Fairfield, OH |
Q3 2025 |
|
$6.46B |
| Capobianco David N |
Seattle, WA |
|
|
$6.39B |
| CLIFTONLARSONALLEN WEALTH ADVISORS, LLC |
Minneapolis, MN |
Q3 2025 |
|
$6.34B |
| CCLA Investment Management |
London, United Kingdom |
Q3 2025 |
|
$6.25B |
| Conestoga Capital Advisors, LLC |
Wayne, PA |
Q3 2025 |
|
$6.23B |
| Caledonia (Private) Investments Pty Ltd |
Sydney Nsw, Australia |
Q3 2025 |
|
$6.15B |
| CANTOR FITZGERALD, L. P. |
New York, NY |
Q3 2025 |
|
$6.11B |
| Capital Investment Advisors, LLC |
Atlanta, GA |
Q3 2025 |
|
$6.07B |
| CRAWFORD INVESTMENT COUNSEL INC |
Atlanta, GA |
Q3 2025 |
|
$6.03B |
| Capital Group Private Client Services, Inc. |
Los Angeles, CA |
Q3 2025 |
|
$5.98B |
| CAPITAL ADVISORS INC/OK |
Tulsa, OK |
Q3 2025 |
|
$5.98B |
| Crestwood Advisors Group, LLC |
Boston, MA |
Q3 2025 |
|
$5.87B |
| Concurrent Investment Advisors, LLC |
Tampa, FL |
Q3 2025 |
|
$5.79B |
| Capital International Sarl |
Los Angeles, CA |
Q3 2025 |
|
$5.79B |
| Cohen Richard B |
Wilmington, MA |
|
|
$5.69B |
| COMGEST GLOBAL INVESTORS S.A.S. |
Paris, France |
Q3 2025 |
|
$5.64B |
| COXE TENCH |
Palo Alto, CA |
|
|
$5.58B |
| CAMBRIDGE ASSOCIATES LLC /MA/ /ADV |
Boston, MA |
Q3 2025 |
|
$5.46B |
| Curi RMB Capital, LLC |
Chicago, IL |
Q3 2025 |
|
$5.45B |
| Catterton Management Company, L.L.C. |
Greenwich, CT |
Q3 2025 |
|
$5.42B |
| Carnegie Investment Counsel |
Pepper Pike, OH |
Q3 2025 |
|
$5.31B |
| Cannell & Spears LLC |
New York, NY |
Q3 2025 |
|
$5.3B |
| Circle Wealth Management, LLC |
Summit, NJ |
Q3 2025 |
|
$5.14B |
| CINCINNATI FINANCIAL CORP |
Fairfield, OH |
Q3 2025 |
|
$5.05B |
| Cevian Capital II GP LTD |
St. Helier |
Q3 2025 |
|
$4.96B |
| Catalyst Capital Advisors LLC |
Huntington, NY |
Q3 2025 |
|
$4.96B |
| CHARTWELL INVESTMENT PARTNERS/PA |
Berwyn, PA |
Q1 2014 |
|
$4.92B |
| CHILTON INVESTMENT CO INC. |
Stamford, CT |
Q3 2025 |
|
$4.91B |
| Choate Investment Advisors |
Boston, MA |
Q3 2025 |
|
$4.83B |
| COMMERZBANK AKTIENGESELLSCHAFT /FI |
Frankfurt, Germany |
Q3 2025 |
|
$4.81B |
| Copeland Capital Management, LLC |
Conshohocken, PA |
Q3 2025 |
|
$4.8B |
| CENTRAL TRUST Co |
Jefferson City, MO |
Q3 2025 |
|
$4.78B |
| Clarkston Capital Partners, LLC |
Rochester, MI |
Q3 2025 |
|
$4.64B |
| COUNTRY TRUST BANK |
Bloomington, IL |
Q3 2025 |
|
$4.57B |
| CAMDEN ASSET MANAGEMENT L P /CA |
Los Angeles, CA |
Q3 2025 |
|
$4.53B |
| Close Asset Management Ltd |
London, United Kingdom |
Q3 2025 |
|
$4.5B |
| Cassaday & Co Wealth Management LLC |
Mclean, VA |
Q3 2025 |
|
$4.34B |
| Ceredex Value Advisors LLC |
Orlando, FL |
Q3 2025 |
|
$4.31B |
| CreativeOne Wealth, LLC |
Overland Park, KS |
Q3 2025 |
|
$4.1B |
| Chicago Capital, LLC |
Chicago, IL |
Q3 2025 |
|
$4.06B |
| Caprock Group, LLC |
Boise, ID |
Q3 2025 |
|
$4.06B |
| Contour Asset Management LLC |
New York, NY |
Q3 2025 |
|
$3.99B |
| COOK SCOTT D |
Mountain View, CA |
|
|
$3.96B |
| CARY STREET PARTNERS FINANCIAL LLC |
Richmond, VA |
Q3 2025 |
|
$3.85B |
| Channing Capital Management, LLC |
Chicago, IL |
Q3 2025 |
|
$3.8B |
| Chicago Partners Investment Group LLC |
Chicago, IL |
Q3 2025 |
|
$3.79B |
| Center Coast Capital Advisors, LP |
Houston, TX |
Q4 2017 |
|
$3.72B |
| CAXTON ASSOCIATES LLP |
London |
Q3 2025 |
|
$3.65B |
| Comprehensive Financial Management LLC |
Los Gatos, CA |
Q3 2025 |
|
$3.62B |
| CAPSTONE ASSET MANAGEMENT CO |
Houston, TX |
Q2 2017 |
|
$3.6B |
| CSM Advisors, LLC |
Warrendale, PA |
Q3 2025 |
|
$3.58B |
| CASTLEARK MANAGEMENT LLC |
Chicago, IL |
Q3 2025 |
|
$3.57B |
| CAPORELLA NICK A |
Plantation, FL |
|
|
$3.56B |
| Cardinal Capital Management, Inc. |
Winnipeg, Manitoba, Canada |
Q3 2025 |
|
$3.46B |
| Capital Analysts, LLC |
Fort Washington, PA |
Q3 2025 |
|
$3.43B |
| CX Institutional |
Auburn, IN |
Q3 2025 |
|
$3.29B |
| Corvex Management LP |
New York, NY |
Q3 2025 |
|
$3.28B |
| COOPERMAN LEON G |
Boca Raton, FL |
Q3 2025 |
|
$3.23B |
| Cohen Klingenstein LLC |
New York, NY |
Q3 2025 |
|
$3.19B |
| Cannell & Co. |
New York, NY |
Q4 2023 |
|
$3.15B |
| CAXTON ASSOCIATES LP |
New York, NY |
Q4 2024 |
|
$3.14B |
| Callan Family Office, LLC |
Radnor, PA |
Q3 2025 |
|
$3.14B |
| Connectus Wealth, LLC |
Cincinnati, OH |
Q1 2024 |
|
$3.1B |
| Compound Planning, Inc. |
New York, NY |
Q3 2025 |
|
$3.09B |
| Cornerstone Advisors, LLC |
Asheville, NC |
Q3 2025 |
|
$3.03B |
| CONNING INC. |
Hartford, CT |
Q3 2025 |
|
$3.01B |
| CLIFFORD SWAN INVESTMENT COUNSEL LLC |
Pasadena, CA |
Q3 2025 |
|
$3B |
| CHILTON CAPITAL MANAGEMENT LLC |
Houston, TX |
Q3 2025 |
|
$2.97B |
| Covea Finance |
Paris, France |
Q3 2025 |
|
$2.87B |
| CHAI TRUST CO LLC |
Chicago, IL |
Q3 2025 |
|
$2.79B |
| CAPITAL INTERNATIONAL LTD /CA/ |
Los Angeles, CA |
Q3 2025 |
|
$2.76B |
| Calamos Wealth Management LLC |
Naperville, IL |
Q3 2025 |
|
$2.76B |
| Cerberus Capital Management, L.P. |
New York, NY |
Q3 2025 |
|
$2.76B |
| CoreCap Advisors, LLC |
Southfield, MI |
Q3 2025 |
|
$2.75B |
| CWA Asset Management Group, LLC |
Naples, FL |
Q3 2025 |
|
$2.7B |
| COOPER CREEK PARTNERS MANAGEMENT LLC |
New York, NY |
Q3 2025 |
|
$2.67B |
| CAMBRIDGE TRUST CO |
Cambridge, MA |
Q1 2024 |
|
$2.64B |
| CAPITAL COUNSEL LLC/NY |
New York, NY |
Q3 2025 |
|
$2.61B |
| Cercano Management LLC |
Bellevue, WA |
Q3 2025 |
|
$2.6B |
| Candlestick Capital Management LP |
Greenwich, CT |
Q3 2025 |
|
$2.58B |
| CBIZ Investment Advisory Services, LLC |
Independence, OH |
Q3 2025 |
|
$2.55B |
| Carpenito Anthony |
Boston, MA |
|
|
$2.54B |
| Cormorant Asset Management, LP |
Boston, MA |
Q3 2025 |
|
$2.53B |
| COMMODORE CAPITAL LP |
New York, NY |
Q3 2025 |
|
$2.48B |
| CHICKASAW CAPITAL MANAGEMENT LLC |
Memphis, TN |
Q3 2025 |
|
$2.45B |
| COOKSON PEIRCE & CO INC |
Pittsburgh, PA |
Q3 2025 |
|
$2.44B |
| Control Empresarial de Capitales S.A. de C.V. |
Mexico Df, Mexico |
|
|
$2.43B |
| Carlyle Group Management L.L.C. |
Washington, DC |
|
|
$2.43B |
| Cochran Caroline |
Santa Clara, CA |
|
|
$2.42B |
| Cornerstone Investment Partners, LLC |
Atlanta, GA |
Q3 2025 |
|
$2.39B |
| Choudhury Mahesh |
Marlborough, MA |
|
|
$2.37B |
| Chesley Taft & Associates LLC |
Chicago, IL |
Q3 2025 |
|
$2.36B |
| COULTER JAMES G |
Fort Worth, TX |
|
|
$2.35B |
| CAISSE DES DEPOTS ET CONSIGNATIONS |
Paris, France |
Q3 2025 |
|
$2.35B |
| Covington Capital Management |
Los Angeles, CA |
Q3 2022 |
|
$2.32B |
| Capital Asset Advisory Services LLC |
Williamston, MI |
Q3 2025 |
|
$2.32B |
| COLUMBUS CIRCLE INVESTORS |
Stamford, CT |
Q4 2020 |
|
$2.28B |
| Canada Post Corp Registered Pension Plan |
Toronto, Canada (Federal Level) |
Q3 2025 |
|
$2.26B |
| Connecticut Wealth Management, LLC |
Farmington, CT |
Q3 2025 |
|
$2.25B |
| CAS Investment Partners, LLC |
Westport, CT |
Q3 2025 |
|
$2.24B |
| Contrarius Group Holdings Ltd |
Hamilton, Bermuda |
Q3 2025 |
|
$2.21B |
| Crake Asset Management LLP |
London, United Kingdom |
Q3 2025 |
|
$2.2B |
| CAMBIAR INVESTORS LLC |
Denver, CO |
Q3 2025 |
|
$2.2B |
| CORTLAND ADVISERS LLC |
Wilmington, DE |
Q3 2019 |
|
$2.18B |
| Constellation Investments, Inc. |
Montgomery, OH |
Q3 2025 |
|
$2.14B |
| CENTAURUS FINANCIAL, INC. |
Anaheim, CA |
Q3 2025 |
|
$2.13B |
| CG Subsidiary Holdings L.L.C. |
Washington, DC |
|
|
$2.11B |
| Concentric Capital Strategies, LP |
Stamford, CT |
Q3 2025 |
|
$2.09B |
| Csenge Advisory Group |
Clearwater, FL |
Q3 2025 |
|
$2.09B |
| COBBLESTONE CAPITAL ADVISORS LLC /NY/ |
Rochester, NY |
Q3 2025 |
|
$2.08B |
| CQS Cayman LP |
Camana Bay, Grand Cayman, Cayman Islands |
Q3 2019 |
|
$2.07B |
| CROWN JAMES S |
Chicago, IL |
|
|
$2.06B |
| Coliseum Capital Management, LLC |
Rowayton, CT |
Q3 2025 |
|
$2.04B |
| Confluence Wealth Services, Inc. |
Mcmurray, PA |
Q3 2025 |
|
$2.03B |
| CenterBook Partners LP |
Greenwich, CT |
Q3 2025 |
|
$2.02B |
| Cogen Jack D |
Livingston, NJ |
|
|
$2.01B |
| Cinctive Capital Management LP |
New York, NY |
Q3 2025 |
|
$2B |
| Cerity Partners OCIO LLC |
New York, NY |
Q3 2025 |
|
$1.96B |
| Cartenna Capital, LP |
Stamford, CT |
Q3 2025 |
|
$1.92B |
| Coronation Fund Managers Ltd. |
Cape Town, South Africa |
Q3 2025 |
|
$1.92B |
| COMPASS CAPITAL MANAGEMENT, INC |
Minneapolis, MN |
Q3 2025 |
|
$1.89B |
| CK Amarillo LP |
New York, NY |
|
|
$1.89B |
| Carroll Financial Associates, Inc. |
Charlotte, NC |
Q4 2021 |
|
$1.88B |
| Corebridge Financial, Inc. |
Houston, TX |
Q3 2025 |
|
$1.87B |
| Credential Qtrade Securities Inc. |
Vancouver |
Q1 2024 |
|
$1.86B |
| CastleKnight Management LP |
New York, NY |
Q3 2025 |
|
$1.86B |
| COMMUNITY TRUST & INVESTMENT CO |
Versailles, KY |
Q3 2025 |
|
$1.86B |
| CONGDON DAVID S |
Thomasville, NC |
|
|
$1.85B |
| Capstone Financial Advisors, Inc. |
Downers Grove, IL |
Q3 2025 |
|
$1.85B |
| Cryder Capital Partners LLP |
London, United Kingdom |
Q3 2025 |
|
$1.81B |
| Cornerstone Wealth Management, LLC |
St. Peters, MO |
Q3 2025 |
|
$1.81B |
| CLEARLAKE CAPITAL GROUP, L.P. |
Santa Monica, CA |
Q3 2025 |
|
$1.81B |
| Cyndeo Wealth Partners, LLC |
St. Petersburg, FL |
Q3 2025 |
|
$1.8B |
| CUSHING ASSET MANAGEMENT, LP dba NXG INVESTMENT MANAGEMENT |
Dallas, TX |
Q3 2025 |
|
$1.76B |
| Consulta Ltd |
London, United Kingdom |
Q3 2025 |
|
$1.76B |
| CIDEL ASSET MANAGEMENT INC |
Toronto, Ontario, Ontario, Canada |
Q3 2025 |
|
$1.74B |
| COURIER CAPITAL LLC |
Buffalo, NY |
Q3 2025 |
|
$1.74B |
| CGOV Asset Management |
Toronto, Ontario, Canada |
Q1 2018 |
|
$1.73B |
| C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors |
Westlake, OH |
Q3 2025 |
|
$1.72B |
| Caption Management, LLC |
Oklahoma City, OK |
Q3 2025 |
|
$1.72B |
| CORSTAR HOLDINGS INC |
Irvine, CA |
|
|
$1.71B |
| Clarius Group, LLC |
Seattle, WA |
Q3 2025 |
|
$1.69B |
| COUNTRY CLUB BANK |
Kansas City, MO |
Q3 2025 |
|
$1.69B |
| CONWAY WILLIAM E JR |
Reston, VA |
|
|
$1.68B |
| CADIAN CAPITAL MANAGEMENT, LP |
New York, NY |
Q3 2025 |
|
$1.68B |
| CSS LLC/IL |
Chicago, IL |
Q3 2025 |
|
$1.68B |
| Connolly Thomas |
Radnor, PA |
|
|
$1.66B |
| COSLET JONATHAN J |
Fort Worth, TX |
|
|
$1.66B |
| Cadence Bank |
Tupelo, MS |
Q3 2025 |
|
$1.65B |
| Cambria Investment Management, L.P. |
Manhattan Beach, CA |
Q3 2025 |
|
$1.65B |
| Cortina Asset Management, LLC |
Milwaukee, WI |
Q2 2019 |
|
$1.62B |
| CD&R Investment Associates IX, Ltd. |
Grand Cayman, Cayman Islands |
|
|
$1.59B |
| CHECK CAPITAL MANAGEMENT INC/CA |
Costa Mesa, CA |
Q3 2025 |
|
$1.58B |
| Casdin Capital, LLC |
New York, NY |
Q3 2025 |
|
$1.58B |
| CTC LLC |
Chicago, IL |
Q2 2025 |
|
$1.57B |
| CRAMER ROSENTHAL MCGLYNN LLC |
Stamford, CT |
Q3 2025 |
|
$1.56B |
| CULLINAN ASSOCIATES INC |
Louisville, KY |
Q3 2025 |
|
$1.54B |
| Cumberland Partners Ltd |
Toronto, Ontario, Canada |
Q3 2025 |
|
$1.53B |
| CACTI ASSET MANAGEMENT LLC |
Atlanta, GA |
Q3 2025 |
|
$1.52B |
| CREATIVE FINANCIAL DESIGNS INC /ADV |
Kokomo, IN |
Q3 2025 |
|
$1.49B |
| Cornerstone Wealth Group, LLC |
Huntersville, NC |
Q3 2025 |
|
$1.48B |
| Context Capital Management, LLC |
Lajolla, CA |
Q3 2025 |
|
$1.47B |
| Charles Schwab Trust Co |
Henderson, NV |
Q3 2025 |
|
$1.47B |
| CANTOR FITZGERALD INVESTMENT ADVISORS L.P. |
New York, NY |
Q3 2025 |
|
$1.47B |
| CapWealth Advisors, LLC |
Franklin, TN |
Q3 2025 |
|
$1.46B |
| Cohen Stephen Andrew |
Denver, CO |
|
|
$1.46B |
| Checchi Capital Advisers, LLC |
Beverly Hills, CA |
Q3 2025 |
|
$1.46B |
| Cardinal Point Capital Management ULC |
Toronto, Ontario, Canada |
Q3 2025 |
|
$1.43B |
| CORDA Investment Management, LLC. |
Houston, TX |
Q3 2025 |
|
$1.42B |
| Clear Harbor Asset Management, LLC |
Stamford, CT |
Q3 2025 |
|
$1.42B |
| CROSSLINK CAPITAL INC |
Menlo Park, CA |
Q3 2025 |
|
$1.38B |
| CAHABA WEALTH MANAGEMENT, INC. |
Atlanta, GA |
Q3 2025 |
|
$1.38B |
| CPPIB Crestone Peak Resources Canada Inc. |
Toronto, Ontario, Canada |
|
|
$1.38B |
| COWEN INC. |
New York, NY |
Q2 2019 |
|
$1.38B |
| CAMPBELL NEWMAN ASSET MANAGEMENT INC |
Milwaukee, WI |
Q3 2025 |
|
$1.37B |
| CITY OF LONDON INVESTMENT MANAGEMENT CO LTD |
London, United Kingdom |
Q3 2025 |
|
$1.35B |
| Callan Capital, LLC |
La Jolla, CA |
Q1 2025 |
|
$1.35B |
| CFS Investment Advisory Services, LLC |
Totowa, NJ |
Q3 2025 |
|
$1.35B |
| CERTUITY, LLC |
North Palm Beach, FL |
Q3 2025 |
|
$1.34B |
| Campbell & CO Investment Adviser LLC |
Baltimore, MD |
Q3 2025 |
|
$1.32B |
| Coastal Bridge Advisors, LLC |
Westport, CT |
Q3 2025 |
|
$1.32B |
| CARDIFF PARK ADVISORS, LLC |
Carlsbad, CA |
Q3 2025 |
|
$1.3B |
| Colonial Trust Advisors |
Spartanburg, SC |
Q3 2025 |
|
$1.3B |
| Charter Oak Capital Management, LLC |
Portsmouth, NH |
Q3 2025 |
|
$1.27B |
| CCMP Capital, LP |
New York, NY |
Q4 2015 |
|
$1.27B |
| Country Club Trust Company, n.a. |
Kansas City, MO |
Q4 2021 |
|
$1.27B |
| Counterpoint Mutual Funds LLC |
San Diego, CA |
Q3 2025 |
|
$1.27B |
| Capital Investment Advisory Services, LLC |
Raleigh, NC |
Q3 2025 |
|
$1.26B |
| COZAD ASSET MANAGEMENT INC |
Champaign, IL |
Q3 2025 |
|
$1.26B |
| CHUBB CORP |
Warren, NJ |
Q4 2015 |
|
$1.24B |
| CONDOR CAPITAL MANAGEMENT |
Martinsville, NJ |
Q3 2025 |
|
$1.22B |
| CGN Advisors LLC |
Manhattan, KS |
Q3 2025 |
|
$1.22B |
| CENTRAL SECURITIES CORP |
New York, NY |
Q3 2025 |
|
$1.21B |
| China Universal Asset Management Co., Ltd. |
Shanghai, China |
Q3 2025 |
|
$1.21B |
| COMERICA SECURITIES,INC. |
Detroit, MI |
Q3 2023 |
|
$1.2B |
| CW Opportunity LLC |
Evanston, IL |
|
|
$1.18B |
| Callahan Advisors, LLC |
Houston, TX |
Q3 2025 |
|
$1.18B |
| Clearwater Capital Advisors, LLC |
Hoffman Estates, IL |
Q3 2025 |
|
$1.17B |
| CONNORS INVESTOR SERVICES INC |
Wyomissing, PA |
Q3 2025 |
|
$1.17B |
| COMMON FUND FOR NONPROFIT ORGANIZATIONS |
Wilton, CT |
Q3 2025 |
|
$1.16B |
| Clearline Capital LP |
New York, NY |
Q3 2025 |
|
$1.16B |
| Clear Creek Financial Management, LLC |
Silverdale, WA |
Q3 2025 |
|
$1.15B |
| Callodine Capital Management, LP |
Boston, MA |
Q3 2025 |
|
$1.14B |
| CANANDAIGUA NATIONAL BANK & TRUST CO |
Canandaigua, NY |
Q3 2025 |
|
$1.14B |
| Clean Energy Transition LLP |
London, United Kingdom |
Q3 2025 |
|
$1.14B |
| Capital Investment Services of America, Inc. |
Milwaukee, WI |
Q3 2025 |
|
$1.13B |
| CLOUGH CAPITAL PARTNERS L P |
Boston, MA |
Q3 2025 |
|
$1.12B |
| CloudAlpha Capital Management Limited/Hong Kong |
Hong Kong |
Q3 2025 |
|
$1.11B |
| Campbell Wealth Management |
Alexandria, VA |
Q4 2024 |
|
$1.11B |
| Cheng Chi Fung |
San Jose, CA |
|
|
$1.1B |
| CS MCKEE LP |
Pittsburgh, PA |
Q4 2019 |
|
$1.09B |
| Chae Michael |
New York, NY |
|
|
$1.09B |
| Conservest Capital Advisors, Inc. |
Wynnewood, PA |
Q3 2025 |
|
$1.08B |
| Cortas Usama |
Los Angeles, CA |
|
|
$1.08B |
| CONNABLE OFFICE INC |
Kalamazoo, MI |
Q3 2025 |
|
$1.08B |
| CAPE COD FIVE CENTS SAVINGS BANK |
Orleans, MA |
Q3 2025 |
|
$1.07B |
| Centiva Capital, LP |
New York, NY |
Q3 2025 |
|
$1.07B |
| Caldwell Trust Co |
Venice, FL |
Q3 2025 |
|
$1.07B |
| Cassaday & Co Inc. |
Mclean, VA |
Q4 2021 |
|
$1.06B |
| CPWM, LLC |
Seattle, WA |
Q3 2022 |
|
$1.06B |
| Carrhae Capital LLP |
London, United Kingdom |
Q3 2025 |
|
$1.05B |
| Certified Advisory Corp |
Altamonte Springs, FL |
Q3 2025 |
|
$1.05B |
| Crewe Advisors LLC |
Salt Lake City, UT |
Q3 2025 |
|
$1.05B |
| Crescent Grove Advisors, LLC |
Lake Forest, IL |
Q3 2025 |
|
$1.04B |
| Compass Ion Advisors, LLC |
Conshohocken, PA |
Q3 2025 |
|
$1.04B |
| CARRET ASSET MANAGEMENT, LLC |
New York, NY |
Q3 2025 |
|
$1.03B |
| Cable Hill Partners, LLC |
Portland, OR |
Q1 2025 |
|
$1.02B |
| Cornerstone Capital, Inc. |
Palo Alto, CA |
Q3 2025 |
|
$1.02B |
| CARRONADE CAPITAL MANAGEMENT, LP |
Darien, CT |
Q3 2025 |
|
$1.02B |
| Cornerstone Advisory, LLC |
Hunt Valley, MD |
Q3 2025 |
|
$1.02B |
| CALEDONIA INVESTMENTS PLC |
London England, United Kingdom |
Q3 2025 |
|
$1.02B |
| CCM INVESTMENT ADVISERS LLC |
Columbia, SC |
Q3 2025 |
|
$1.02B |
| Counsel Portfolio Services Inc. |
Mississauga, Ontario, Canada |
Q2 2016 |
|
$1.01B |
| Clarity Financial LLC |
Houston, TX |
Q3 2025 |
|
$1.01B |
| Corient Capital Partners, LLC |
Newport Beach, CA |
Q3 2022 |
|
$1B |
| COORS PETER H |
Denver, CO |
|
|
$996M |
| CHICAGO EQUITY PARTNERS LLC |
Chicago, IL |
Q1 2020 |
|
$993M |
| Chidambaran Harish |
Bethesda, MD |
|
|
$968M |
| Chidambaran Preeta |
Bethesda, MD |
|
|
$968M |
| CGM TRUST |
Boston, MA |
Q3 2020 |
|
$957M |
| CF GROUP MANAGEMENT INC |
New York, NY |
|
|
$957M |
| CUTLER INVESTMENT COUNSEL LLC |
Jacksonville, OR |
Q3 2025 |
|
$954M |
| Consolidated Planning Corp |
Atlanta, GA |
Q3 2025 |
|
$948M |
| Continuum Advisory, LLC |
Eagle, ID |
Q3 2025 |
|
$946M |
| CCM INVESTMENT GROUP, LLC |
Northfield, MN |
Q1 2025 |
|
$946M |
| Cheviot Value Management, LLC |
Beverly Hills, CA |
Q3 2025 |
|
$940M |
| CANYON CAPITAL ADVISORS LLC |
Dallas, TX |
Q3 2025 |
|
$938M |
| Cornerstone Advisors, Inc. |
Bellevue, WA |
Q3 2020 |
|
$936M |
| Center for Financial Planning, Inc. |
Southfied, MI |
Q3 2025 |
|
$936M |
| Coastline Trust Co |
Providence, RI |
Q3 2025 |
|
$932M |
| Coppell Advisory Solutions LLC |
Coppell, TX |
Q3 2025 |
|
$923M |
| Cynosure Group, LLC |
Salt Lake City, UT |
Q3 2025 |
|
$921M |
| CKW FINANCIAL GROUP |
Honolulu, HI |
Q3 2025 |
|
$917M |
| CoreView Capital Management Ltd |
Hong Kong, Hong Kong |
Q3 2025 |
|
$909M |
| Caligan Partners LP |
New York, NY |
Q3 2025 |
|
$908M |
| Cooper Financial Group |
Irvine, CA |
Q3 2025 |
|
$903M |
| Constellation Wealth Advisors, LLC |
New York, NY |
Q3 2015 |
|
$903M |
| CABOT WEALTH MANAGEMENT INC |
Salem, MA |
Q3 2025 |
|
$902M |
| CALIBER WEALTH MANAGEMENT, LLC / KS |
Overland Park, KS |
Q3 2025 |
|
$897M |
| Cardan Capital Partners, LLC |
Denver, CO |
Q3 2021 |
|
$893M |
| Capital Advisors, Ltd. LLC |
Shaker Heights, OH |
Q3 2025 |
|
$885M |
| CHEMICAL BANK |
Detroit, MI |
Q2 2019 |
|
$881M |
| CLIFTON PARK CAPITAL MANAGEMENT, LLC |
Wilmington, DE |
Q4 2015 |
|
$881M |
| CAHILL FINANCIAL ADVISORS INC |
Edina, MN |
Q3 2025 |
|
$878M |
| Columbus Macro, LLC |
New Castle, PA |
Q3 2025 |
|
$873M |
| Cascade Financial Partners, LLC |
San Diego, CA |
Q3 2025 |
|
$872M |
| CLAURE RAUL MARCELO |
Miami, FL |
|
|
$862M |
| Clark Asset Management, LLC |
Stratham, NH |
Q3 2025 |
|
$860M |
| COOK TIMOTHY D |
Cupertino, CA |
|
|
$859M |
| Covalis Capital LLP |
London, United Kingdom |
Q3 2025 |
|
$858M |
| Clarke Ronald |
Norcross, GA |
|
|
$848M |
| CORTLAND ASSOCIATES INC/MO |
St Louis, MO |
Q3 2025 |
|
$847M |
| CRITERIA CAIXA, S.A.U. |
Barcelona, Spain |
Q3 2025 |
|
$841M |
| Capricorn Investment Group LLC |
Palo Alto, CA |
Q3 2025 |
|
$840M |
| Claret Asset Management Corp |
Montreal, Quebec, Canada |
Q3 2025 |
|
$839M |
| Cypress Capital Group |
Palm Beach, FL |
Q3 2025 |
|
$836M |
| Condire Management, LP |
Dallas, TX |
Q3 2025 |
|
$835M |
| CATALYST FINANCIAL PARTNERS LLC |
Boston, MA |
Q3 2025 |
|
$829M |
| Community Bank, N.A. |
Dewitt, NY |
Q3 2025 |
|
$827M |
| Central Pacific Bank - Trust Division |
Honolulu, HI |
Q3 2025 |
|
$827M |
| Curated Wealth Partners LLC |
El Segundo, CA |
Q3 2025 |
|
$827M |
| Capital Investment Counsel, Inc |
Raleigh, NC |
Q3 2025 |
|
$821M |
| Cusumano Dino M |
Milwaukee, WI |
|
|
$819M |
| CVC Management Holdings II Ltd. |
St. Helier, Jersey |
Q3 2025 |
|
$818M |
| Consolidated Investment Group LLC |
Englewood, CO |
Q3 2025 |
|
$814M |
| CAT ROCK CAPITAL MANAGEMENT LP |
Greenwich, CT |
Q3 2025 |
|
$810M |
| CRANE FUND |
Stamford, CT |
|
|
$810M |
| Chen William W |
New York, NY |
|
|
$806M |
| Crampton Christopher A.S. |
New York, NY |
|
|
$806M |
| Cohen Ryan |
Miami, FL |
|
|
$805M |
| Consolidated Portfolio Review Corp |
Woodbury, NY |
Q3 2025 |
|
$796M |
| CITY HOLDING CO |
Charleston, WV |
Q3 2025 |
|
$795M |
| Corsair Group (Cayman), LP |
New York, NY |
|
|
$788M |
| Colgrove John |
Santa Clara, CA |
|
|
$783M |
| Coho Partners, Ltd. |
Berwyn, PA |
Q3 2025 |
|
$779M |
| CVA Family Office, LLC |
Denver, CO |
Q3 2025 |
|
$777M |
| Camber Capital Management LP |
Boston, MA |
Q2 2025 |
|
$766M |
| CIM, LLC |
Albany, NY |
Q3 2025 |
|
$765M |
| Covington Investment Advisors Inc. |
Ligonier, PA |
Q3 2025 |
|
$764M |
| CYPRESS FUNDS LLC |
Los Angeles, CA |
Q3 2025 |
|
$763M |
| CAPITAL GROWTH MANAGEMENT LP |
Boston, MA |
Q3 2022 |
|
$761M |
| Columbus Hill Capital Management, L.P. |
Short Hills, NJ |
Q3 2025 |
|
$758M |
| CULLEN INVESTMENT GROUP, LTD. |
Lafayette, LA |
Q3 2025 |
|
$756M |
| CAPITAL ONE, NATIONAL ASSOCIATION |
New York, NY |
Q4 2019 |
|
$756M |
| CIBC BANK USA |
Chicago, IL |
Q4 2019 |
|
$756M |
| COMERICA SECURITIES INC |
Detroit, MI |
Q4 2018 |
|
$756M |
| Colonial Trust Co / SC |
Spartanburg, SC |
Q3 2025 |
|
$742M |
| CADINHA & CO LLC |
Honolulu, HI |
Q3 2025 |
|
$736M |
| CRA Financial Services, LLC |
Northfield, NJ |
Q3 2025 |
|
$731M |
| Capital Planning Advisors, LLC |
Roseville, CA |
Q3 2025 |
|
$728M |
| Concord Wealth Partners |
Abingdon, VA |
Q3 2025 |
|
$725M |
| CCP SBS GP, LLC |
New York, NY |
|
|
$724M |
| Cardinal Capital Management |
Raleigh, NC |
Q3 2025 |
|
$723M |
| CYRUS CAPITAL PARTNERS, L.P. |
New York, NY |
Q3 2025 |
|
$721M |
| Camille Lavaun Peterson Family Trust 2014 |
Westlake, TX |
|
|
$716M |
| CAMDEN NATIONAL BANK |
Camden, ME |
Q3 2025 |
|
$715M |
| Carlyle Partners VI Cayman Holdings, L.P. |
George Town, Grand Cayman, Cayman Islands |
|
|
$713M |
| CHICAGO TRUST Co NA |
Grayslake, IL |
Q3 2025 |
|
$708M |
| CULBERTSON A N & CO INC |
Charlottesville, VA |
Q3 2025 |
|
$707M |
| CIGNA INVESTMENTS INC /NEW |
Bloomfield, CT |
Q3 2025 |
|
$706M |
| Capital Advisors Wealth Management, LLC |
Yakima, WA |
Q3 2025 |
|
$701M |
| Cannon Financial Strategists, Inc. |
Athens, GA |
Q3 2025 |
|
$699M |
| CHATHAM CAPITAL GROUP, INC. |
Savannah, GA |
Q3 2025 |
|
$695M |
| CFM WEALTH PARTNERS LLC |
Austin, TX |
Q3 2025 |
|
$689M |
| Castellan Group |
Louisville, KY |
Q3 2025 |
|
$688M |
| CFO4Life Group, LLC |
Coppell, TX |
Q3 2025 |
|
$688M |
| Camelot Capital Partners, LLC |
Laguna Beach, CA |
Q2 2025 |
|
$686M |
| Claro Advisors LLC |
Boston, MA |
Q3 2025 |
|
$685M |
| Crews Bank & Trust |
Wauchula, FL |
Q3 2025 |
|
$683M |
| Capital Investment Counsel, LLC |
Denver, CO |
Q3 2025 |
|
$679M |
| Clayton, Dubilier & Rice, LLC |
New York, NY |
Q3 2025 |
|
$677M |
| Crestview Partners II GP, L.P. |
New York, NY |
Q3 2025 |
|
$667M |
| CRITERION CAPITAL MANAGEMENT LLC |
San Francisco, CA |
Q3 2018 |
|
$666M |
| CALTON & ASSOCIATES, INC. |
Tampa, FL |
Q3 2025 |
|
$666M |
| Convergence Financial, LLC |
Columbia, MO |
Q3 2025 |
|
$666M |
| Compass Financial Group, INC/SD |
Sioux Falls, SD |
Q3 2025 |
|
$665M |
| Capital Advantage, Inc. |
Walnut Creek, CA |
Q3 2025 |
|
$665M |
| Catalyst Funds Management Pty Ltd |
Sydney Nsw, Australia |
Q3 2025 |
|
$659M |
| CONGDON EARL E |
Thomasville, NC |
|
|
$658M |
| Chandna Asheem |
Menlo Park, CA |
|
|
$655M |
| Cohen Capital Management, Inc. |
Corte Madera, CA |
Q3 2025 |
|
$642M |
| CAPITAL MANAGEMENT CORP /VA |
Glen Allen, VA |
Q3 2025 |
|
$636M |
| Crane Advisory, LLC |
Fullerton, CA |
Q3 2025 |
|
$636M |
| Centurion Sponsor LP |
New York, NY |
|
|
$636M |
| CONGDON JOHN R JR |
Thomasville, NC |
|
|
$635M |
| COHEN MARTIN |
New York, NY |
|
|
$635M |
| CORNERSTONE CAPITAL MANAGEMENT LLC |
Edina, MN |
Q3 2016 |
|
$635M |
| CENTRAL BANK & TRUST CO |
Lexington, KY |
Q3 2025 |
|
$634M |
| Canal Capital Management, LLC |
Richmond, VA |
Q2 2025 |
|
$634M |
| Conifer Management, L.L.C. |
New York, NY |
Q3 2025 |
|
$631M |
| CONSOLIDATED PRESS INTERNATIONAL HOLDINGS LTD |
Sydney, Australia |
Q3 2025 |
|
$629M |
| CREDIT INDUSTRIEL ET COMMERCIAL |
Paris France, France |
Q3 2025 |
|
$627M |
| Chescapmanager LLC |
Baltimore, MD |
Q3 2025 |
|
$626M |
| Chau On |
Hong Kong, Hong Kong |
|
|
$615M |
| Cannae Holdings, Inc. |
Las Vegas, NV |
Q3 2025 |
|
$614M |
| Cypress Wealth Services, LLC |
Palm Desert, CA |
Q3 2025 |
|
$611M |
| Chandler Asset Management, Inc. |
San Diego, CA |
Q3 2025 |
|
$609M |
| Cornerstone Management, Inc. |
Duluth, GA |
Q3 2025 |
|
$605M |
| CAPITAL INSIGHT PARTNERS, LLC |
Scottsdale, AZ |
Q3 2025 |
|
$604M |
| Creekmur Asset Management LLC |
Morton, IL |
Q3 2025 |
|
$603M |
| Crescent Capital Consulting, LLC |
New Orleans, LA |
Q4 2021 |
|
$598M |
| Capital Group Investment Management Pte. Ltd. |
Raffles Quay, Singapore |
Q3 2025 |
|
$597M |
| CAROLAN SHAWN T |
Menlo Park, CA |
|
|
$590M |
| CANANDAIGUA NATIONAL CORP |
Canandaigua, NY |
Q4 2022 |
|
$589M |
| Clearstead Trust, LLC |
Portland, ME |
Q3 2025 |
|
$585M |
| Commonwealth Financial Services, LLC |
Vienna, WV |
Q3 2025 |
|
$584M |
| CARLINO PETER M |
Wyomissing, PA |
|
|
$583M |
| Century Capital Management, LLC |
Boston, MA |
Q2 2017 |
|
$581M |
| Citizens Business Bank |
Ontario, CA |
Q3 2025 |
|
$581M |
| CLIFFORD CAPITAL PARTNERS LLC |
Alpine, UT |
Q3 2025 |
|
$579M |
| CIBC Capital Markets (Europe) S.A. |
Luxembourg, Luxembourg |
Q3 2025 |
|
$573M |
| Cache Advisors, LLC |
San Francisco, CA |
Q3 2025 |
|
$572M |
| CORNERSTONE ADVISORS ASSET MANAGEMENT, LLC |
Bethlehem, PA |
Q3 2025 |
|
$572M |
| CONTRAN CORP |
Dallas, TX |
|
|
$565M |
| CORSAIR CAPITAL MANAGEMENT, L.P. |
New York, NY |
Q3 2025 |
|
$564M |
| COERENTE CAPITAL MANAGEMENT |
Toronto, Ontario, Canada |
Q3 2025 |
|
$563M |
| Citizens National Bank Trust Department |
Meridian, MS |
Q3 2025 |
|
$560M |
| Call To Action Foundation |
Salt Lake City, UT |
Q3 2025 |
|
$560M |
| Carrera Capital Advisors |
Troy, MI |
Q3 2025 |
|
$557M |
| Covenant Multifamily Offices, LLC |
San Antonio, TX |
Q3 2021 |
|
$556M |
| CDAM (UK) Ltd |
London, United Kingdom |
Q3 2025 |
|
$554M |
| City Financial Investment Co Ltd |
London, United Kingdom |
Q4 2018 |
|
$554M |
| Concord Asset Management, LLC/VA |
Abingdon, VA |
Q3 2025 |
|
$551M |
| Canvas Wealth Advisors, LLC |
Shawnee, KS |
Q3 2025 |
|
$550M |
| CHILDRESS CAPITAL ADVISORS, LLC |
Houston, TX |
Q3 2025 |
|
$547M |
| Cornerstone Planning Group LLC |
Fairfield, NJ |
Q3 2025 |
|
$546M |
| Community Financial Services Group, LLC |
Newport, VT |
Q3 2025 |
|
$546M |
| CoreCommodity Management, LLC |
Stamford, CT |
Q3 2025 |
|
$546M |
| CORRECT CAPITAL WEALTH MANAGEMENT |
Clayton, MO |
Q3 2025 |
|
$543M |
| Catalio Capital Management, LP |
New York, NY |
Q3 2025 |
|
$541M |
| Cobble Hill Financial Services, INC |
Moorestown, NJ |
Q3 2014 |
|
$541M |
| Case Gregory C |
Chicago, IL |
|
|
$539M |
| Columbia Asset Management |
Ann Arbor, MI |
Q3 2025 |
|
$534M |
| Coppell Advisory Solutions Corp. |
Coppell, TX |
Q1 2024 |
|
$530M |
| Covenant Asset Management, LLC |
Chester, NJ |
Q3 2025 |
|
$530M |
| Copelyn John A |
Pittsburgh, PA |
|
|
$524M |
| Canton Hathaway, LLC |
Providence, RI |
Q3 2025 |
|
$521M |
| Curbstone Financial Management Corp |
Manchester, NH |
Q3 2025 |
|
$520M |
| Chemistry Wealth Management LLC |
New York, NY |
Q3 2025 |
|
$518M |
| Crestview Partners III GP, L.P. |
New York, NY |
Q3 2025 |
|
$517M |
| CONTRAVISORY INVESTMENT MANAGEMENT, INC. |
Norwell, MA |
Q3 2025 |
|
$516M |
| CONTINENTAL GENERAL INSURANCE CO |
Austin, TX |
Q3 2025 |
|
$516M |
| Cedar Mountain Advisors, LLC |
Lake Oswego, OR |
Q3 2025 |
|
$514M |
| Coronado Group LLC |
Houston, TX |
|
|
$512M |
| Cambridge Advisors Inc. |
Omaha, NE |
Q3 2025 |
|
$512M |
| CPMG Inc |
Dallas, TX |
Q3 2025 |
|
$511M |
| COBIZ WEALTH, LLC |
Denver, CO |
Q2 2019 |
|
$506M |
| Curran Financial Partners, LLC |
Daniel Island, SC |
Q3 2025 |
|
$505M |
| CRAFT JOSEPH W III |
Tulsa, OK |
|
|
$502M |
| CAMDEN NATIONAL CORP |
Camden, ME |
Q1 2021 |
|
$502M |
| CHEMUNG CANAL TRUST CO |
Elmira, NY |
Q3 2025 |
|
$502M |
| Conine Steven |
Boston, MA |
|
|
$501M |
| Clare Market Investments LLC |
Dallas, TX |
Q3 2025 |
|
$500M |
| CD&R Channel Holdings, L.P. |
New York, NY |
|
|
$499M |
| Cranbrook Wealth Management, LLC |
Bloomfield Hills, MI |
Q3 2025 |
|
$498M |
| Candou Holdings Ltd. |
Vancouver, British Columbia, Canada |
|
|
$497M |
| CacheTech Inc. |
Logan, UT |
Q3 2025 |
|
$497M |
| Cypress Point Wealth Management, LLC |
Dallas, TX |
Q3 2025 |
|
$494M |
| Cascadia Advisory Services, LLC |
Portland, OR |
Q3 2021 |
|
$493M |
| Corrigan Financial, Inc. |
Middletown, RI |
Q1 2025 |
|
$485M |
| Community Bank & Trust, Waco, Texas |
Waco, TX |
Q3 2025 |
|
$485M |
| Crow's Nest Holdings LP |
Richmond, VA |
Q3 2025 |
|
$480M |
| CD&R Channel Holdings II, L.P. |
New York, NY |
|
|
$480M |
| Column Capital Advisors, LLC |
Indianapolis, IN |
Q3 2023 |
|
$479M |
| Conversant Capital LLC |
Summit, NJ |
Q3 2025 |
|
$478M |
| Conrad Siegel Investment Advisors, Inc. |
Harrisburg, PA |
Q3 2025 |
|
$476M |
| Cliffwater LLC |
Marina Del Rey, CA |
Q3 2025 |
|
$475M |
| CONTE LISA A |
South San Francisco, CA |
|
|
$473M |
| CFO4Life, L.P. |
Coppell, TX |
Q4 2022 |
|
$471M |
| Croatti Carol |
Londonderry, NH |
|
|
$470M |
| Canal Insurance CO |
Greenville, SC |
Q3 2025 |
|
$470M |
| CONTINENTAL GRAIN CO |
New York, NY |
Q3 2025 |
|
$469M |
| CMH Wealth Management LLC |
Portsmouth, NH |
Q3 2025 |
|
$469M |
| Crumly & Associates Inc. |
Springfield, IL |
Q3 2025 |
|
$457M |
| COMMUNITY FINANCIAL SYSTEM, INC. |
Dewitt, NY |
Q3 2014 |
|
$457M |
| Cherry Tree Wealth Management, LLC |
Minnetonka, MN |
Q3 2025 |
|
$456M |
| Cactus WH Enterprises, LLC |
Houston, TX |
|
|
$454M |
| Clarity Wealth Advisors, LLC |
San Jose, CA |
Q3 2025 |
|
$454M |
| Castle Rock Wealth Management, LLC |
Walnut Creek, CA |
Q3 2025 |
|
$452M |
| Coulter & Justus Financial Services, LLC |
Knoxville, TN |
Q1 2024 |
|
$450M |
| Context Partners Fund, L.P. |
La Jolla, CA |
Q3 2020 |
|
$448M |
| Compass Wealth Management LLC |
Guilford, CT |
Q3 2025 |
|
$448M |
| Capital Impact Advisors, LLC |
Boston, MA |
Q3 2025 |
|
$447M |
| Casdin Eli |
New York, NY |
|
|
$447M |
| Convergence Investment Partners, LLC |
Palm Beach Gardens, FL |
Q3 2025 |
|
$446M |
| Centric Wealth Management |
Chicago, IL |
Q3 2025 |
|
$443M |
| Curtis Advisory Group, LLC |
Santa Barbara, CA |
Q3 2025 |
|
$441M |
| CANNELL CAPITAL LLC |
Alta, WY |
Q3 2025 |
|
$441M |
| Credential Securities Inc. |
Vancouver |
Q2 2018 |
|
$440M |
| CYPRESS ASSET MANAGEMENT INC/TX |
Houston, TX |
Q3 2025 |
|
$440M |
| CilMar Ventures, LLC Series A |
Windermere, FL |
|
|
$439M |
| Chau Hoi Shuen Solina Holly |
Wanchai, Hong Kong |
|
|
$438M |
| Centurion Wealth Management LLC |
Mclean, VA |
Q3 2025 |
|
$438M |
| CLARK ESTATES INC/NY |
New York, NY |
Q3 2025 |
|
$438M |
| Cedars Sinai Intellectual Property Co |
Los Angeles, CA |
|
|
$434M |
| Coyle Financial Counsel LLC |
Glenview, IL |
Q3 2025 |
|
$434M |
| Compton Wealth Advisory Group, LLC |
Virginia Beach, VA |
Q3 2025 |
|
$432M |
| Camrose Capital Investment Partners LLP |
London, United Kingdom |
Q3 2025 |
|
$431M |
| Capco Asset Management, LLC |
Tampa, FL |
Q3 2025 |
|
$429M |
| Cincinnati Specialty Underwriters Insurance CO |
Fairfield, OH |
Q3 2025 |
|
$428M |
| CATAWBA CAPITAL MANAGEMENT /VA |
Roanoke, VA |
Q2 2018 |
|
$425M |
| Cordatus Wealth Management LLC |
Newtown, PA |
Q3 2025 |
|
$424M |
| Cubic Asset Management, LLC |
Boston, MA |
Q1 2024 |
|
$422M |
| Coston, McIsaac & Partners |
Bar Harbor, ME |
Q3 2025 |
|
$420M |
| COLLECTIVE FAMILY OFFICE LLC |
York, PA |
Q3 2025 |
|
$417M |
| Coleford Investment Management Ltd. |
Toronto, Ontario, Canada (Federal Level) |
Q3 2025 |
|
$416M |
| Compton Financial Group, LLC |
Towson, MD |
Q3 2025 |
|
$415M |
| CADENCE CAPITAL MANAGEMENT LLC |
Boston, MA |
Q3 2020 |
|
$415M |
| Cornerstone Wealth Advisors, Inc. |
Edina, MN |
Q3 2025 |
|
$413M |
| CARDEROCK CAPITAL MANAGEMENT INC |
Chevy Chase, MD |
Q3 2025 |
|
$411M |
| CONCENTRIC WEALTH MANAGEMENT, LLC |
Lafayette, CA |
Q3 2024 |
|
$409M |
| CAPITAL CITY TRUST CO/FL |
Tallahassee, FL |
Q3 2025 |
|
$409M |
| CHAPIN DAVIS, INC. |
Baltimore, MD |
Q3 2025 |
|
$407M |
| CISCO SYSTEMS, INC. |
San Jose, CA |
Q3 2025 |
|
$404M |
| CITIZENS & NORTHERN CORP |
Wellsboro, PA |
Q3 2025 |
|
$404M |
| Copperwynd Financial, LLC |
Scottsdale, AZ |
Q2 2025 |
|
$401M |
| CLUNE & ASSOCIATES, LTD. |
Chicago, IL |
Q3 2025 |
|
$400M |
| Comparato Christopher P |
Boston, MA |
|
|
$396M |
| CONTRARIAN CAPITAL MANAGEMENT, L.L.C. |
Greenwich, CT |
Q3 2025 |
|
$396M |
| CLEMONS V GORDON |
Irvine, CA |
|
|
$393M |
| Charles-Lim Capital Ltd |
Central, Hong Kong |
Q3 2025 |
|
$392M |
| Centre Asset Management, LLC |
New York, NY |
Q1 2025 |
|
$389M |
| CIC Wealth, LLC |
Rockville, MD |
Q3 2024 |
|
$387M |
| Colony Family Offices, LLC |
Charlotte, NC |
Q3 2025 |
|
$386M |
| Core Wealth Advisors, Inc. |
Lakeland, FL |
Q3 2025 |
|
$384M |
| C Partners Holding GmbH |
Zurich, Switzerland |
Q3 2025 |
|
$381M |
| Corbenic Partners LLC |
Bethlehem, PA |
Q2 2022 |
|
$380M |
| CM WEALTH ADVISORS LLC |
Beachwood, OH |
Q3 2025 |
|
$379M |
| Coalescence Partners Investment Management, LP |
New York, NY |
Q3 2025 |
|
$379M |
| Chang Carmen |
Menlo Park, CA |
|
|
$378M |
| Cadent Capital Advisors, LLC |
Tulsa, OK |
Q3 2025 |
|
$377M |
| CHANNEL WEALTH LLC |
Santa Barbara, CA |
Q3 2025 |
|
$374M |
| Cardinal Strategic Wealth Guidance |
Louisville, KY |
Q3 2025 |
|
$372M |
| Capital Management Associates, Inc |
Minneapolis, MN |
Q3 2025 |
|
$370M |
| CIM INVESTMENT MANAGEMENT INC |
Pittsburgh, PA |
Q3 2025 |
|
$369M |
| CLG LLC |
Long Beach, CA |
Q3 2025 |
|
$367M |
| COOPER INVESTORS PTY LTD |
Melbourne, Victoria, Australia |
Q3 2025 |
|
$366M |
| Cerro Pacific Wealth Advisors LLC |
San Luis Obispo, CA |
Q3 2025 |
|
$365M |
| Carr Financial Group Corp |
Worcester, MA |
Q3 2025 |
|
$364M |
| CGC Financial Services, LLC |
Lake Oswego, OR |
Q3 2025 |
|
$363M |
| CV Advisors LLC |
Aventura, FL |
Q3 2025 |
|
$361M |
| CWS Financial Advisors, LLC |
Kalamazoo, MI |
Q3 2025 |
|
$360M |
| Centennial Wealth Advisory LLC |
Traverse City, MI |
Q3 2025 |
|
$359M |
| Casdin Partners Master Fund, L.P. |
George Town, Cayman Islands |
|
|
$357M |
| CVAN Holdings LLC |
Chicago, IL |
|
|
$357M |
| Compass Advisory Group LLC |
Melville, NY |
Q3 2025 |
|
$356M |
| Capital Today Evergreen Fund, L.P. |
Grand Cayman, Cayman Islands |
Q3 2025 |
|
$356M |
| CGI Magyar Holdings LLC |
Westport, CT |
|
|
$355M |
| Clean Yield Group |
Norwich, VT |
Q3 2025 |
|
$354M |
| Covenant Partners, LLC |
Nashville, TN |
Q3 2025 |
|
$353M |
| Catalys Pacific, LLC |
Tokyo, Japan |
Q3 2025 |
|
$351M |
| Cederberg Capital Ltd |
London, United Kingdom |
Q3 2025 |
|
$350M |
| Cornerstone Retirement Group, Inc. |
Reno, NV |
Q3 2023 |
|
$350M |
| Cypress Capital, LLC |
Franklin, TN |
Q3 2025 |
|
$350M |
| City State Bank |
Norwalk, IA |
Q3 2025 |
|
$346M |
| CRCM LP |
San Francisco, CA |
Q3 2025 |
|
$346M |
| Ceeto Capital Group, LLC |
Coral Gables, FL |
Q3 2025 |
|
$345M |
| Core Alternative Capital |
Peachtree Corners, GA |
Q3 2025 |
|
$345M |
| Capital Planning LLC |
Bellevue, WA |
Q3 2025 |
|
$343M |
| CORBYN INVESTMENT MANAGEMENT INC/MD |
Lutherville, MD |
Q3 2025 |
|
$341M |
| Claar Advisors LLC |
New York, NY |
Q3 2025 |
|
$338M |
| CHASE INVESTMENT COUNSEL CORP |
Charlottesville, VA |
Q3 2025 |
|
$338M |
| Cornell Pochily Investment Advisors, Inc. |
Ithaca, NY |
Q3 2025 |
|
$335M |
| Courage Miller Partners, LLC |
Norfolk, VA |
Q3 2025 |
|
$334M |
| Crown Wealth Group, LLC |
Charlotte, NC |
Q3 2025 |
|
$333M |
| Carnick & Kubik, LLC |
Colorado Springs, CO |
Q1 2016 |
|
$333M |
| Court Place Advisors, LLC |
Ellicott City, MD |
Q3 2025 |
|
$332M |
| Clear Perspective Advisors, LLC |
Aurora, IL |
Q4 2021 |
|
$329M |
| Carmel Capital Management L.L.C. |
Carmel, CA |
Q3 2025 |
|
$329M |
| Charles Dirkson R |
White Plains, NY |
|
|
$329M |
| CLEARBRIDGE, LLC |
Baltimore, MD |
Q4 2018 |
|
$329M |
| Chesapeake Wealth Management |
Williamsburg, VA |
Q3 2025 |
|
$328M |
| Cedar Wealth Management, LLC |
Walnut Creek, CA |
Q3 2025 |
|
$326M |
| COLTON GROOME FINANCIAL ADVISORS, LLC |
Asheville, NC |
Q3 2025 |
|
$326M |
| CYPRESS FINANCIAL PLANNING LLC |
Haddon Heights, NJ |
Q3 2025 |
|
$326M |
| CJM Wealth Advisers, Ltd. |
Falls Church, VA |
Q3 2025 |
|
$325M |
| Crestview Partners IV GP, L.P. |
New York, NY |
Q3 2025 |
|
$325M |
| Canton Barry |
Boston, MA |
|
|
$323M |
| CENTRAL VALLEY ADVISORS, LLC |
Sacramento, CA |
Q3 2025 |
|
$323M |
| Comprehensive Financial Consultants Institutional, Inc. |
Bloomington, IN |
Q3 2025 |
|
$323M |
| Centerpoint Advisors, LLC |
Needham, MA |
Q3 2025 |
|
$322M |
| Congress Park Capital LLC |
Saratoga Springs, NY |
Q3 2025 |
|
$322M |
| CAPITAL ADVISORY GROUP ADVISORY SERVICES, LLC |
Bloomington, MN |
Q3 2025 |
|
$321M |
| CEERA INVESTMENTS, LLC |
Bellaire, TX |
Q3 2025 |
|
$321M |
| CLOVERFIELDS CAPITAL GROUP, LP |
Minneapolis, MN |
Q3 2025 |
|
$319M |
| Coric Vlad |
New Haven, CT |
|
|
$319M |
| CHERRYDALE WEALTH MANAGEMENT, LLC |
Hoboken, NJ |
Q3 2025 |
|
$318M |
| Chautauqua Capital Management |
Boulder, CO |
Q4 2015 |
|
$317M |
| Cove Private Wealth, LLC |
Oyster Bay Cove, NY |
Q3 2025 |
|
$316M |
| Concord Investment Counsel Inc. |
Irvine, CA |
Q3 2025 |
|
$315M |
| Creative Capital Management Investments LLC |
San Diego, CA |
Q3 2025 |
|
$313M |
| Cutler Capital Management, LLC |
Worcester, MA |
Q3 2025 |
|
$313M |
| Carano Gary L. |
Reno, NV |
|
|
$312M |
| Cambridge Financial Group, LLC |
Tucson, AZ |
Q3 2025 |
|
$311M |
| Core Wealth Management, Inc. |
Jupiter, FL |
Q3 2025 |
|
$311M |
| Cabot-Wellington, LLC |
Boston, MA |
Q3 2025 |
|
$309M |
| Curo Financial Technologies Corp. |
Wichita, KS |
|
|
$309M |
| Corigliano Investment Advisers, LLC |
Raleigh, NC |
Q3 2025 |
|
$308M |
| Cornerstone Financial Partners, LLC |
Huntersville, NC |
Q4 2017 |
|
$305M |
| Chen Herald Y |
Palo Alto, CA |
|
|
$305M |
| CONSILIO WEALTH ADVISORS, LLC |
Bellevue, WA |
Q3 2025 |
|
$304M |
| Crestmont Private Wealth LLC |
Houston, TX |
Q3 2025 |
|
$303M |
| Ceros Financial Services Inc. |
Rockville, MD |
Q1 2019 |
|
$302M |
| CLIENT 1ST ADVISORY GROUP, LLC |
Dunedin, FL |
Q3 2025 |
|
$301M |
| COWA, LLC |
Tulsa, OK |
Q3 2025 |
|
$301M |
| Chiron Investment Management, LLC |
New York, NY |
Q4 2024 |
|
$300M |
| Canopy Partners, LLC |
Cincinnati, OH |
Q3 2025 |
|
$299M |
| Costello Asset Management, INC |
Feasterville, PA |
Q3 2025 |
|
$299M |
| Checkpoint Capital L.P. |
San Francisco, CA |
Q3 2025 |
|
$298M |
| Capricorn Fund Managers Ltd |
London, United Kingdom |
Q3 2025 |
|
$298M |
| Carlton Hofferkamp & Jenks Wealth Management, LLC |
The Woodlands, TX |
Q3 2025 |
|
$298M |
| Cape Ann Asset Management Ltd |
London, United Kingdom |
Q3 2025 |
|
$297M |
| CASTLE WEALTH MANAGEMENT LLC |
Boynton Beach, FL |
Q3 2025 |
|
$296M |
| Copper Rock Capital Partners, LLC |
Boston, MA |
Q3 2020 |
|
$296M |
| Commonwealth Retirement Investments LLC |
Richmond, VA |
Q3 2025 |
|
$294M |
| Cowen Prime Advisors LLC |
New York, NY |
Q2 2023 |
|
$290M |
| CONCORD ASSET MANAGEMENT LLC |
Chicago, IL |
Q4 2014 |
|
$288M |
| CLARIS ADVISORS, LLC / MO / |
St. Louis, MO |
Q3 2025 |
|
$288M |
| Clarus Group, Inc. |
Houston, TX |
Q3 2025 |
|
$288M |
| CAPITAL WEALTH MANAGEMENT, LLC |
W. Warwick, RI |
Q3 2025 |
|
$287M |
| CONSOLIDATED CAPITAL MANAGEMENT, LLC |
Burbank, CA |
Q3 2025 |
|
$282M |
| Chaney Capital Management, Inc. |
Lynnwood, WA |
Q3 2025 |
|
$282M |
| Clarity Capital Partners LLC |
Newport Beach, CA |
Q2 2025 |
|
$279M |
| CLINTON GROUP INC |
New York, NY |
Q3 2018 |
|
$279M |
| CORTEZI NICHOLAS DOMINIC |
Chicago, IL |
|
|
$278M |
| Cowen Prime Services LLC |
New York, NY |
Q2 2021 |
|
$276M |
| Cape Investment Advisory, Inc. |
Mcdonough, GA |
Q2 2025 |
|
$274M |
| Clark Kyle |
South Burlington, VT |
|
|
$273M |
| CALIFORNIA FIRST LEASING CORP |
Newport Beach, CA |
Q3 2025 |
|
$273M |
| Cassady Schiller Wealth Management, LLC |
Cincinnati, OH |
Q4 2024 |
|
$273M |
| Camarda Financial Advisors, LLC |
Fleming Island, FL |
Q3 2025 |
|
$271M |
| Colonial River Investments, LLC |
Midlothian, VA |
Q3 2025 |
|
$271M |
| Carmichael Hill & Associates, Inc. |
Gaithersburg, MD |
Q3 2024 |
|
$271M |
| CEDRUS LLC |
Littleton, CO |
Q3 2024 |
|
$270M |
| Christopher J. Hasenberg, Inc |
Eau Claire, WI |
Q2 2025 |
|
$269M |
| CG Asset Management LLC |
New York, NY |
Q4 2016 |
|
$268M |
| Capital Directions Investment Advisors, LLC |
Atlanta, GA |
Q4 2022 |
|
$268M |
| Codex Capital Asset Management L.L.C. |
Dallas, TX |
Q3 2025 |
|
$266M |
| Cornerstone Planning, LLC |
Charlotte, NC |
Q4 2024 |
|
$262M |
| CRENSHAW WILLIAM E |
Lakeland, FL |
|
|
$261M |
| Compass Rose Asset Management, LP |
New York, NY |
Q3 2025 |
|
$261M |
| CEDAR HILL ASSOCIATES, LLC |
Chicago, IL |
Q4 2018 |
|
$261M |
| CUMBERLAND ADVISORS INC |
Sarasota, FL |
Q3 2025 |
|
$261M |
| Carnegie Lake Advisors LLC |
Princeton, NJ |
Q3 2025 |
|
$260M |
| CURA WEALTH ADVISORS, LLC |
Chicago, IL |
Q3 2025 |
|
$260M |
| CAMPBELL CAPITAL MANAGEMENT INC |
Miami, FL |
Q3 2025 |
|
$260M |
| CPA Asset Management LLC |
West Palm Beach, FL |
Q3 2025 |
|
$259M |
| Consilium Wealth Advisory, LLC |
Richardson, TX |
Q3 2025 |
|
$259M |
| Concentrum Wealth Management |
San Jose, CA |
Q3 2025 |
|
$259M |
| Coyne Terrance P. |
New York, NY |
|
|
$259M |
| Colorado Capital Management, Inc. |
Boulder, CO |
Q3 2025 |
|
$259M |
| CASE STEPHEN M |
Washington, DC |
|
|
$258M |
| Cambridge Financial Group, Inc. |
Columbus, OH |
Q3 2025 |
|
$258M |
| Crescent Park Management, L.P. |
East Palo Alto, CA |
Q3 2025 |
|
$258M |
| COLUMBIA PARTNERS L.L.C. INVESTMENT MANAGEMENT |
Alexandria, VA |
Q4 2018 |
|
$257M |
| Centennial Bank/AR/ |
Conway, AR |
Q3 2025 |
|
$254M |
| Crossvault Capital Management LLC |
San Antonio, TX |
Q2 2022 |
|
$254M |
| COOPER MILTON |
Hyde Park, NY |
|
|
$253M |
| CLEARARC CAPITAL INC |
Cincinnati, OH |
Q4 2019 |
|
$253M |
| CRUX WEALTH ADVISORS |
Long Beach, CA |
Q3 2025 |
|
$252M |
| Claraphi Advisory Network, LLC |
Aliso Viejo, United States |
Q4 2022 |
|
$251M |
| Collaborative Wealth Managment Inc. |
Lake Mary, FL |
Q3 2025 |
|
$247M |
| CADEN CAPITAL PARTNERS, LP |
Santa Monica, CA |
Q3 2025 |
|
$247M |
| Cavalier Investments, LLC |
Alpharetta, GA |
Q3 2025 |
|
$245M |
| Caerus Investment Advisors, LLC |
West Lake Hills, TX |
Q3 2025 |
|
$244M |
| CURIO WEALTH, LLC |
Annapolis, MD |
Q3 2025 |
|
$244M |
| Corundum Group, Inc. |
Colorado Springs, CO |
Q3 2025 |
|
$243M |
| Condorcet Global Opportunity Fund, LLC |
New York, NY |
Q4 2014 |
|
$242M |
| CATZ SAFRA |
Reno, NV |
|
|
$242M |
| CMT Capital Markets Trading GmbH |
Frankfurt, Germany |
Q3 2025 |
|
$241M |
| CNB Bank |
Clearfield, PA |
Q3 2025 |
|
$240M |
| CARY STREET PARTNERS INVESTMENT ADVISORY LLC |
Richmond, VA |
Q3 2025 |
|
$239M |
| Concorde Asset Management, LLC |
Ann Arbor, MI |
Q3 2025 |
|
$239M |
| CULP H LAWRENCE JR |
Cincinnati, OH |
|
|
$239M |
| CYNOSURE ADVISORS, LLC |
Salt Lake City, UT |
Q3 2018 |
|
$238M |
| CONWAY CAPITAL MANAGEMENT, INC. |
Burbank, CA |
Q3 2025 |
|
$238M |
| CHI Advisors LLC |
New York, NY |
Q3 2023 |
|
$238M |
| CWH Capital Management, Inc. |
Spokane, WA |
Q4 2020 |
|
$238M |
| Carmel Capital Partners, LLC |
San Diego, CA |
Q3 2025 |
|
$237M |
| CAPSTONE WEALTH MANAGEMENT GROUP, LLC |
Dunmore, PA |
Q3 2025 |
|
$236M |
| Cottage Street Advisors LLC |
Marion, MA |
Q3 2025 |
|
$235M |
| CORA CAPITAL ADVISORS LLC |
Marlton, NJ |
Q3 2025 |
|
$235M |
| CONTINUUM WEALTH ADVISORS, LLC |
Saratoga Springs, NY |
Q3 2025 |
|
$235M |
| Cypress Investments, LLC |
Houston, TX |
|
|
$234M |
| CALDWELL SUTTER CAPITAL, INC. |
Sausalito, CA |
Q3 2025 |
|
$234M |
| Clear Rock Advisors, LLC |
Kerrville, TX |
Q2 2024 |
|
$234M |
| Cherokee Insurance Co |
Sterling Heights, MI |
Q3 2025 |
|
$233M |
| Choice Wealth Advisors, LLC |
Waterville, ME |
Q3 2025 |
|
$233M |
| Christensen, King & Associates Investment Services, Inc. |
Richland, WA |
Q3 2025 |
|
$233M |
| Cooper Stephen Forbes |
Roseland, NJ |
|
|
$233M |
| Cable Car Capital, LP |
San Francisco, CA |
Q3 2025 |
|
$232M |
| Carolina Wealth Advisors, LLC |
Myrtle Beach, SC |
Q3 2025 |
|
$232M |
| CPV Partners, LLC |
Stamford, CT |
Q3 2025 |
|
$231M |
| Cherry Creek Investment Advisors, Inc. |
Englewood, CO |
Q3 2025 |
|
$231M |
| Cupps Capital Management, LLC |
Chicago, IL |
Q3 2016 |
|
$231M |
| Chen Bihua |
Boston, MA |
Q3 2025 |
|
$230M |
| Centerline Wealth Advisors, LLC |
Louisville, KY |
Q3 2025 |
|
$230M |
| Chicago Wealth Management, Inc. |
Chicago, IL |
Q3 2025 |
|
$229M |
| COMPASS CAPITAL CORP /MA/ /ADV |
Braintree, MA |
Q3 2025 |
|
$229M |
| Cuocolo Kathleen C |
New York, NY |
|
|
$228M |
| CATALYST PRIVATE WEALTH, LLC |
San Mateo, CA |
Q3 2025 |
|
$228M |
| Cascades Capital Asset Management, LLC |
Greensboro, NC |
Q3 2025 |
|
$227M |
| CLARE PETER J |
|
|
|
$227M |
| Creekside Partners |
Petaluma, CA |
Q3 2025 |
|
$227M |
| Compass Financial Services Inc |
West Des Moines, IA |
Q3 2025 |
|
$226M |
| Clarus Wealth Advisors |
Peoria, AZ |
Q3 2025 |
|
$226M |
| Compass Wealth Management, LLC/GA |
Atlanta, GA |
Q3 2025 |
|
$226M |
| CHELSEA COUNSEL CO |
Los Angeles, CA |
Q3 2025 |
|
$225M |
| Client First Capital LLC |
San Diego, CA |
Q3 2025 |
|
$224M |
| Cresta Advisors, Ltd. |
Laredo, TX |
Q3 2025 |
|
$224M |
| Compass Financial Group, Inc. |
Deerfield Beach, FL |
Q3 2025 |
|
$223M |
| Cordant, Inc. |
Portland, OR |
Q3 2025 |
|
$222M |
| Columbia Trust Co 01012016 |
Portland, OR |
Q4 2023 |
|
$221M |
| Catawba River Capital |
Lake Wylie, SC |
Q3 2025 |
|
$220M |
| Cobblestone Asset Management LLC |
Richmond, VA |
Q3 2025 |
|
$219M |
| Citadel Investment Advisory, Inc. |
Chesterland, OH |
Q3 2025 |
|
$218M |
| Core Wealth Partners LLC |
Santa Rosa, CA |
Q3 2025 |
|
$218M |
| COBALT CAPITAL MANAGEMENT, INC. |
Short Hills, NJ |
Q3 2025 |
|
$218M |
| C V STARR & CO INC |
New York, NY |
Q3 2025 |
|
$217M |
| Cipher Capital LP |
New York, NY |
Q1 2024 |
|
$216M |
| Citrine Capital LLC |
San Francisco, CA |
Q3 2025 |
|
$216M |
| Cunning Capital Partners, LP |
Morrisville, NC |
Q3 2025 |
|
$216M |
| Cagney Michael Scott |
San Francisco, CA |
|
|
$214M |
| COOPER/HAIMS ADVISORS, LLC |
Victor, NY |
Q3 2025 |
|
$214M |
| Constitution Capital LLC |
Shelton, CT |
Q3 2025 |
|
$214M |
| CASTLEKEEP INVESTMENT ADVISORS LLC |
Westport, CT |
Q3 2025 |
|
$214M |
| Cardinal Point Wealth Management LLC |
Irvine, CA |
Q3 2021 |
|
$213M |
| CCG WEALTH MANAGEMENT, LLC |
San Diego, CA |
Q3 2025 |
|
$212M |
| Clarus Lifesciences III, L.P. |
Cambridge, MA |
|
|
$212M |
| Carl P. Sherr & Co., LLC |
Worcester, MA |
Q3 2025 |
|
$211M |
| CAAS CAPITAL MANAGEMENT LP |
New York, NY |
Q1 2025 |
|
$211M |
| Coann Capital LLC |
Westport, CT |
Q4 2022 |
|
$210M |
| COLUMBUS POINT LLP |
London, United Kingdom |
Q3 2021 |
|
$210M |
| Copperleaf Capital, LLC |
Raleigh, NC |
Q3 2025 |
|
$209M |
| CAMBRIDGE CAPITAL MANAGEMENT, LLC |
O'fallon, IL |
Q3 2025 |
|
$209M |
| Carstanjen William C |
Louisville, KY |
|
|
$208M |
| C M BIDWELL & ASSOCIATES LTD |
Honolulu, HI |
Q3 2025 |
|
$208M |
| Cairn Investment Group, Inc. |
Vancouver, WA |
Q3 2025 |
|
$208M |
| Chou Associates Management Inc. |
Toronto, Ontario, Canada |
Q3 2025 |
|
$208M |
| Carroll Investors, Inc |
Mt Pleasant, SC |
Q3 2025 |
|
$206M |
| Chase JR |
Phoenix, AZ |
|
|
$206M |
| Cohen Investment Advisors LLC |
Bedford, NH |
Q3 2025 |
|
$206M |
| CMG Global Holdings, LLC |
Plano, TX |
Q3 2025 |
|
$204M |
| CWC Advisors, LLC. |
Lake Oswego, OR |
Q3 2025 |
|
$204M |
| Chronos Wealth Management, LLC |
Clearwater, FL |
Q3 2025 |
|
$204M |
| CORNERSTONE ENTERPRISES, LLC |
Appleton, WI |
Q3 2025 |
|
$203M |
| Cascade Wealth Advisors, Inc |
Wenatchee, WA |
Q3 2025 |
|
$203M |
| Crown Oak Advisors, LLC |
Piedmont, CA |
Q3 2025 |
|
$202M |
| Cox Christopher K |
Menlo Park, CA |
|
|
$201M |
| Capital Wealth Alliance, LLC |
Scottsdale, AZ |
Q3 2025 |
|
$201M |
| CORNERCAP INVESTMENT COUNSEL INC |
Atlanta, GA |
Q3 2025 |
|
$201M |
| Campbell Richard D |
Lubbock, TX |
|
|
$200M |
| Carlson Capital, L.P. |
Dallas, TX |
Q3 2025 |
|
$200M |
| Chris Bulman Inc |
Roseville, CA |
Q3 2025 |
|
$200M |
| COHEN DANIEL G |
New York, NY |
|
|
$200M |
| Ciovacco Capital Management LLC |
Atlanta, GA |
Q3 2025 |
|
$199M |
| Cutler Group LLC / CA |
San Francisco, CA |
Q1 2024 |
|
$198M |
| Codex Capital, L.L.C. |
New York, NY |
Q1 2024 |
|
$198M |
| Chimera Capital Management LLC |
New York, NY |
Q1 2023 |
|
$197M |
| CINCINNATI CASUALTY CO |
Fairfield, OH |
Q3 2025 |
|
$197M |
| Cahill Wealth Management, LLC |
Portage, MI |
Q1 2025 |
|
$196M |
| Capital Square, LLC |
Chattanooga, TN |
Q3 2025 |
|
$196M |
| CHB Investment Group, LLC |
New Hope, PA |
Q2 2025 |
|
$196M |
| Client First Investment Management LLC |
West Bend, WI |
Q3 2025 |
|
$196M |
| Crossingbridge Advisors, LLC |
Pleasantville, NY |
Q3 2025 |
|
$194M |
| Carter Thomas L Jr |
Houston, TX |
|
|
$194M |
| CATAPULT CAPITAL MANAGEMENT LLC |
New York, NY |
Q3 2015 |
|
$193M |
| CarsonAllaria Wealth Management, Ltd. |
Glen Carbon, IL |
Q3 2025 |
|
$192M |
| Cadence Wealth Management LLC |
Westborough, MA |
Q3 2025 |
|
$191M |
| Coletti Robert E. |
Cincinnati, OH |
|
|
$190M |
| Cloud Capital Management, LLC |
Seattle, WA |
Q3 2025 |
|
$190M |
| Chokshi & Queen Wealth Advisors, Inc |
San Diego, CA |
Q3 2025 |
|
$189M |
| C-J Advisory, Inc. |
San Jose, CA |
Q3 2021 |
|
$189M |
| CLARK FINANCIAL SERVICES GROUP INC /BD |
Chesterfield, MO |
Q3 2025 |
|
$188M |
| CALIBER WEALTH MANAGEMENT, LLC |
Orem, UT |
Q1 2024 |
|
$188M |
| Center For Asset Management LLC |
Palm Beach Gardens, FL |
Q3 2025 |
|
$187M |
| CAPE ANN SAVINGS BANK |
Glocuster, MA |
Q3 2025 |
|
$187M |
| Cromwell Holdings LLC |
Jackson, WY |
Q3 2025 |
|
$187M |
| CORRADO ADVISORS, LLC |
Ramsey, NJ |
Q3 2025 |
|
$186M |
| Carson Advisory Inc. |
Athens, GA |
Q3 2025 |
|
$185M |
| Charter Capital Management, LLC\DE |
Brookfield, WI |
Q3 2025 |
|
$185M |
| Crawford Fund Management, LLC |
Boston, MA |
Q3 2025 |
|
$185M |
| CoreFirst Bank & Trust |
Topeka, KS |
Q3 2025 |
|
$185M |
| Castleview Partners, LLC |
Dallas, TX |
Q3 2025 |
|
$184M |
| Cornick Kenneth L. |
New York, NY |
|
|
$184M |
| Clarity Capital Advisors, LLC |
Lakewood Ranch, FL |
Q3 2025 |
|
$184M |
| Colby Craig |
Rochester, MI |
|
|
$184M |
| CHAZEN STEPHEN I |
Old Greenwich, CT |
|
|
$183M |
| Crystal Rock Capital Management |
Bannockburn, IL |
Q3 2025 |
|
$183M |
| Cassia Capital Partners, LLC |
Winston Salem, NC |
Q3 2025 |
|
$183M |
| Coign Capital Advisors LLC |
Draper, UT |
Q3 2025 |
|
$182M |
| Covestor Ltd |
London, United Kingdom |
Q3 2025 |
|
$181M |
| Crain Timothy Price II |
Houston, TX |
|
|
$181M |
| Concorde Financial Corp |
Dallas, TX |
Q3 2025 |
|
$180M |
| CrestPoint Capital Management, LLC |
Four Seasons, MO |
Q4 2017 |
|
$180M |
| Charter Oak Advisors LP |
New York City, NY |
Q3 2025 |
|
$179M |
| Cetera Trust Company, N.A |
St. Paul, MN |
Q3 2025 |
|
$179M |
| Clear Perspectives Financial Planning, LLC |
Cincinnati, OH |
Q1 2023 |
|
$178M |
| Clarity Asset Management, Inc. |
Ames, IA |
Q3 2025 |
|
$178M |
| Corsicana & Co. |
Corsicana, TX |
Q3 2025 |
|
$178M |
| CMI Oxbow Partners, LLC |
Minneapolis, MN |
|
|
$178M |
| Cramer David |
Greenwood Village, CO |
|
|
$177M |
| Custos Family Office, LLC |
Austin, TX |
Q3 2025 |
|
$177M |
| CAP Partners, LLC |
Franklin, TN |
Q3 2025 |
|
$176M |
| Catamount Wealth Management |
Westport, CT |
Q1 2019 |
|
$176M |
| Cypress Capital Advisors, LLC |
Franklin, TN |
Q3 2025 |
|
$176M |
| COLRAIN CAPITAL LLC |
Boston, MA |
Q3 2025 |
|
$176M |
| Clay Northam Wealth Management, LLC |
Huntington Beach, CA |
Q3 2025 |
|
$175M |
| Claybrook Capital, LLC |
Wellesley, MA |
Q3 2023 |
|
$175M |
| Cladis Investment Advisory, LLC |
Billings, MT |
Q3 2025 |
|
$175M |
| Councilmark Asset Management, LLC |
Knoxville, TN |
Q3 2025 |
|
$174M |
| CapitalG 2014 LP |
Mountain View, CA |
|
|
$174M |
| Cordani David |
Bloomfield, CT |
|
|
$172M |
| Cribstone Capital Management, LLC |
Augusta, ME |
Q4 2022 |
|
$172M |
| Counterweight Ventures, LLC |
Wilmington, NC |
Q3 2025 |
|
$171M |
| CLARKE JEFFREY W |
Round Rock, TX |
|
|
$171M |
| CONSTELLATION BRANDS, INC. |
Rochester, NY |
|
|
$170M |
| Coombe, Bender & Co LLC |
Ellenville, NY |
Q2 2024 |
|
$170M |
| CNA FINANCIAL CORP |
Chicago, IL |
Q3 2025 |
|
$170M |
| Chicago Atlantic Loan Portfolio, LLC |
Chicago, IL |
|
|
$170M |
| Cox Investment Holdings, Inc. |
Atlanta, GA |
|
|
$170M |
| CONSCIOUS WEALTH INVESTMENTS, LLC |
Coral Gables, GA |
Q3 2025 |
|
$169M |
| Camelot Portfolios, LLC |
Maumee, OH |
Q3 2025 |
|
$169M |
| Christensen Christopher R. |
Mission Viejo, CA |
|
|
$167M |
| CLEARFIELD CAPITAL MANAGEMENT LP |
New York, NY |
Q3 2025 |
|
$167M |
| Certus Wealth Management, LLC |
Redwood City, CA |
Q3 2025 |
|
$167M |
| Cosner Financial Group, LLC |
Windsor, CO |
Q3 2025 |
|
$167M |
| Carter Financial Group, INC. |
Barrington, IL |
Q3 2025 |
|
$166M |
| CRAWFORD MATTHEW V |
|
|
|
$165M |
| Cascade Investment Advisors, Inc. |
Oregon City, OR |
Q3 2025 |
|
$165M |
| Carlson Prudence E |
Chicago, IL |
|
|
$163M |
| Confluence Wealth Management LLC |
Portland, OR |
Q3 2020 |
|
$162M |
| CT Financial Advisors LLC |
Chadds Ford, PA |
Q1 2017 |
|
$162M |
| Columbia River Financial Group, LLC |
Vancouver, WA |
Q3 2025 |
|
$162M |
| Catalina Capital Group, LLC |
Torrance, CA |
Q3 2025 |
|
$162M |
| CAPITAL & PLANNING, LLC |
Jonesboro, GA |
Q3 2025 |
|
$162M |
| CRACCHIOLO JAMES M |
|
|
|
$161M |
| Capasso Planning Partners LLC |
Charleston, SC |
Q3 2025 |
|
$160M |
| Ceiley Glen |
Anaheim, CA |
|
|
$159M |
| CVC Pet LP |
San Francisco, CA |
|
|
$159M |
| Calantzopoulos Andre |
Stamford, CT |
|
|
$159M |
| Capstone Wealth Management Group LLC |
Bend, OR |
Q3 2025 |
|
$157M |
| Charterhouse General Partners (IX) Ltd |
London, United Kingdom |
|
|
$156M |
| Clearview Wealth Advisors LLC |
Salem, OR |
Q3 2025 |
|
$156M |
| Coordinated Financial Services, Inc. |
Denver, CO |
Q3 2025 |
|
$156M |
| Climber Capital SA |
Nyon, Switzerland |
Q2 2025 |
|
$156M |
| CYBER HORNET ETFs LLC |
Saint Petersburg, FL |
Q3 2025 |
|
$155M |
| Carlsbad Wealth Advisory Group, Inc. |
Carlsbad, CA |
Q2 2023 |
|
$155M |
| Creegan & Nassoura Financial Group, LLC |
Portsmouth, NH |
Q3 2025 |
|
$155M |
| Cooper Capital Advisors LLC |
Encinitas, CA |
Q3 2025 |
|
$155M |
| Code Waechter LLC |
Tampa, FL |
Q3 2025 |
|
$153M |
| CRITERION CAPITAL ADVISORS, LLC |
Nashville, TN |
Q4 2024 |
|
$153M |
| Cox Capital Mgt LLC |
Andover, MA |
Q3 2025 |
|
$153M |
| Cedar Point Capital Partners, LLC |
Cedar Rapids, IA |
Q3 2025 |
|
$153M |
| Caldwell Investment Management Ltd. |
Toronto, Ontario, Canada |
Q3 2025 |
|
$152M |
| CITY NATIONAL BANK OF FLORIDA /MSD |
Miami, FL |
Q3 2025 |
|
$151M |
| CASCADE INVESTMENT GROUP, INC. |
Colorado Springs, CO |
Q3 2025 |
|
$151M |
| CNO Financial Group, Inc. |
Carmel, IN |
Q3 2025 |
|
$151M |
| CROBAN |
Fremont, OH |
Q3 2025 |
|
$150M |
| CAPITAL RESEARCH & MANAGEMENT CO |
Los Angeles, CA |
Q3 2025 |
|
$150M |
| CULTIVAR CAPITAL, INC. |
Denton, TX |
Q3 2025 |
|
$150M |
| Cohn Charles K. |
St. Louis, MO |
|
|
$150M |
| CROWN ADVISORS MANAGEMENT, INC. |
Larkspur, CA |
Q3 2025 |
|
$149M |
| Crew Capital Management, Ltd. |
Cincinnati, OH |
Q3 2025 |
|
$149M |
| Capstone Triton Financial Group, LLC |
Oklahoma City, OK |
Q3 2025 |
|
$149M |
| CASALE MARK |
Hamilton, Bermuda |
|
|
$149M |
| COMMONS CAPITAL, LLC |
Needham, MA |
Q3 2025 |
|
$149M |
| CAPSTONE CAPITAL LLC |
Henderson, NV |
Q3 2025 |
|
$149M |
| CARBONADO CAPITAL |
New York, NY |
Q4 2018 |
|
$149M |
| Cannon Advisors, Inc. |
Charlotte, NC |
Q3 2025 |
|
$149M |
| CONTINENTAL ADVISORS LLC |
Park City, UT |
Q3 2025 |
|
$148M |
| Chicago Pacific Founders UGP, LLC |
Chicago, IL |
|
|
$148M |
| Cleary Gull Holdings Inc. |
Milwaukee, WI |
Q1 2016 |
|
$148M |
| CERTIOR FINANCIAL GROUP, LLC |
King Of Prussia, PA |
Q3 2025 |
|
$147M |
| Chico Wealth RIA |
Chico, CA |
Q3 2025 |
|
$147M |
| CogentBlue Wealth Advisors, LLC |
Knoxville, TN |
Q3 2025 |
|
$147M |
| Cravens & Co Advisors, LLC |
Cookeville, TN |
Q3 2025 |
|
$146M |
| Cyr Financial Inc. |
Hennepin, IL |
Q3 2025 |
|
$146M |
| Copley Financial Group, Inc. |
San Diego, CA |
Q3 2025 |
|
$146M |
| Comprehensive Financial Planning, Inc./PA |
East Petersburg, PA |
Q3 2025 |
|
$146M |
| Ciner Enterprises Inc. |
Atlanta, GA |
|
|
$146M |
| CPR Investments Inc. |
Rochester, MI |
Q3 2025 |
|
$145M |
| Central Asset Investments & Management Holdings (HK) Ltd |
Hong Kong, Hong Kong |
Q3 2025 |
|
$145M |
| CHAPMAN FINANCIAL GROUP, LLC |
Kailua, HI |
Q3 2025 |
|
$145M |
| COLUMBIA ADVISORY PARTNERS LLC |
Spokane, WA |
Q3 2025 |
|
$145M |
| Community Bank of Raymore |
Raymore, MO |
Q3 2025 |
|
$144M |
| CHANNING GLOBAL ADVISORS, LLC |
Miami, FL |
Q3 2025 |
|
$144M |
| Caitong International Asset Management Co., Ltd |
Hong Kong, Hong Kong |
Q3 2025 |
|
$144M |
| CHARTER RESEARCH & INVESTMENT GROUP, INC. |
Southport, CT |
Q3 2025 |
|
$144M |
| Capital Market Strategies LLC |
Palm Beach Gardens, FL |
Q2 2025 |
|
$144M |
| Caitlin John, LLC |
Brighton, MI |
Q3 2025 |
|
$144M |
| Crestwood Capital Management, L.P. |
New York, NY |
Q3 2025 |
|
$144M |
| Cross Staff Investments Inc |
Pittsford, NY |
Q3 2025 |
|
$143M |
| Coastwise Capital Group, LLC |
La Jolla, CA |
Q3 2025 |
|
$142M |
| Collar Capital Management, LLC |
Appleton, WI |
Q3 2025 |
|
$142M |
| Cheng Marvin |
Chino, CA |
|
|
$142M |
| CAPITAL ONE FINANCIAL CORP |
Mclean, VA |
Q1 2022 |
|
$141M |
| Comprehensive Money Management Services LLC |
Coral Gables, FL |
Q3 2025 |
|
$141M |
| Comprehensive Wealth Management, LLC |
Lynnwood, WA |
Q3 2025 |
|
$141M |
| Campion Asset Management |
Falls Church, VA |
Q3 2025 |
|
$141M |
| Chapman Investment Management, LLC |
San Anselmo, CA |
Q3 2025 |
|
$141M |
| Chancellor Financial Group WB LP |
Wilkes Barre, PA |
Q3 2025 |
|
$141M |
| Clark & Stuart, Inc |
Portland, ME |
Q3 2025 |
|
$140M |
| Coordinating Investment Fiduciary of Raytheon Master Pension Trust |
Waltham, MA |
Q1 2019 |
|
$140M |
| Chatham Asset Management, LLC |
Chatham, NJ |
Q3 2023 |
|
$139M |
| CVFG LLC |
Shelbyville, IN |
Q3 2025 |
|
$138M |
| Cordasco Financial Network |
Naples, FL |
Q2 2022 |
|
$138M |
| COREPATH WEALTH PARTNERS LLC |
Scottsdale, AZ |
Q3 2025 |
|
$138M |
| COTTONWOOD CAPITAL ADVISORS, LLC |
Salt Lake City, UT |
Q3 2025 |
|
$137M |
| Clayton Financial Group LLC |
St. Louis, MO |
Q3 2025 |
|
$137M |
| Cornerstone Select Advisors, LLC |
St. Louis, MO |
Q3 2025 |
|
$136M |
| CornerStone Partners LLC |
Charlottesville, VA |
Q3 2020 |
|
$135M |
| Cypress Advisory Group LLC |
Scottsdale, AZ |
Q3 2025 |
|
$135M |
| Clark Jermoluk Founders Fund I LLC |
West Palm Beach, FL |
|
|
$135M |
| Clio Asset Management LLC |
Charlottesville, VA |
Q3 2025 |
|
$135M |
| Copia Wealth Management |
Bend, OR |
Q3 2025 |
|
$135M |
| Cooksen Wealth, LLC |
The Woodlands, TX |
Q3 2025 |
|
$134M |
| Corient IA LLC |
Miami, FL |
Q3 2025 |
|
$134M |
| Clearshares LLC |
New York, NY |
Q4 2021 |
|
$133M |
| Collier Financial |
Denver, CO |
Q3 2025 |
|
$133M |
| COLONY GEORGE F |
Cambridge, MA |
|
|
$133M |
| Charter Oak Partners Management, L.P. |
Westport, CT |
Q3 2014 |
|
$133M |
| Claris Financial LLC |
Glen Allen, VA |
Q2 2025 |
|
$133M |
| CATHY PARETO & ASSOCIATES, INC |
Coral Gables, FL |
Q3 2025 |
|
$133M |
| Cannon Wealth Management Services, LLC |
Winston Salem, NC |
Q3 2025 |
|
$132M |
| Clayton Partners LLC |
Berkeley, CA |
Q3 2025 |
|
$132M |
| Chord Energy Corp |
Houston, TX |
|
|
$132M |
| CARNEGIE MELLON UNIVERSITY |
Pittsburgh, PA |
Q3 2025 |
|
$132M |
| Coordinated Financial Services, Inc./CO |
Denver, CO |
Q1 2025 |
|
$131M |
| Chorengel Maya |
Fort Worth, TX |
|
|
$130M |
| Choi Emilie |
New York, NY |
|
|
$130M |
| Capstone Wealth Management, LLC |
Tuscaloosa, AL |
Q3 2025 |
|
$130M |
| CAFARO DEBRA A |
Chicago, IL |
|
|
$129M |
| Capstone Financial Group, Inc. |
Oklahoma City, OK |
Q3 2020 |
|
$129M |
| Cornerstone Financial Group, LLC /NE/ |
Omaha, NE |
Q3 2025 |
|
$129M |
| COHEN MARYJO R |
Eau Claire, WI |
|
|
$129M |
| Clear Point Advisors Inc. |
Melville, NY |
Q3 2025 |
|
$129M |
| Centerpoint Advisory Group |
Overland Park, KS |
Q3 2025 |
|
$128M |
| Clifford Group, LLC |
Wayland, MA |
Q3 2025 |
|
$128M |
| Challenger Wealth Management |
Aliso Viejo, CA |
Q3 2025 |
|
$128M |
| Cushing Capital Partners, LLC |
Delafield, WI |
Q3 2025 |
|
$128M |
| Christopher Gregory L. |
Memphis, TN |
|
|
$127M |
| Courant Investment Management LLC |
Franklin, TN |
Q3 2025 |
|
$127M |
| Canandaigua National Trust Co of Florida |
Canandaigua, NY |
Q3 2025 |
|
$126M |
| CROWLEY WEALTH MANAGEMENT, INC. |
Wilmington, DE |
Q3 2025 |
|
$126M |
| Custom Portfolio Group LLC |
Englewood, CO |
Q2 2024 |
|
$125M |
| Cook & Bynum Capital Management, LLC |
Birmingham, AL |
Q3 2025 |
|
$125M |
| Centricity Wealth Management, LLC |
Westerville, OH |
Q2 2025 |
|
$125M |
| Clientfirst Wealth Management, LLC |
Little Rock, AR |
Q3 2025 |
|
$125M |
| Carbahal Olsen Financial Services Group, LLC |
Davis, CA |
Q3 2025 |
|
$125M |
| CAMELOT TECHNOLOGY ADVISORS, INC. |
San Francisco, CA |
Q3 2025 |
|
$125M |
| Constant Guidance Financial LLC |
Attleboro Falls, MA |
Q3 2025 |
|
$125M |
| Christian Investment Advisors, Inc. |
New Braunfels, TX |
Q3 2025 |
|
$124M |
| CenterStar Fund, LLC |
Chicago, IL |
Q4 2016 |
|
$123M |
| Chapman Neil A |
Spring, TX |
|
|
$123M |
| CBM Financial, LLC |
Austin, TX |
Q1 2025 |
|
$123M |
| CRAWFORD JESSE C |
Peachtree Corners, GA |
|
|
$123M |
| Crocodile Capital Partners GmbH |
Ursensollen, Germany |
Q3 2025 |
|
$123M |