| Capital World Investors |
Los Angeles, CA |
Q4 2025 |
574 |
$735.32B |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC |
Lone Tree, CO |
Q4 2025 |
3,456 |
$643.57B |
| Capital International Investors |
Los Angeles, CA |
Q4 2025 |
454 |
$637.97B |
| Capital Research Global Investors |
Los Angeles, CA |
Q4 2025 |
434 |
$541.73B |
| CALIFORNIA PUBLIC EMPLOYEES RETIREMENT SYSTEM |
Sacramento, CA |
Q4 2025 |
1,085 |
$174.9B |
| CANADA PENSION PLAN INVESTMENT BOARD |
Toronto Ontario, Ontario, Canada |
Q4 2025 |
1,971 |
$150.86B |
| CITADEL ADVISORS LLC |
Miami, FL |
Q4 2025 |
5,870 |
$146.99B |
| CITIGROUP INC |
New York, NY |
Q4 2025 |
5,136 |
$146.87B |
| Creative Planning |
Overland Park, KS |
Q4 2025 |
3,874 |
$139.7B |
| Clearbridge Investments, LLC |
New York, NY |
Q4 2025 |
697 |
$124.9B |
| CREDIT SUISSE AG/ |
Zurich, Switzerland |
Q1 2024 |
2,945 |
$102.74B |
| CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM |
West Sacramento, CA |
Q4 2025 |
3,052 |
$99.96B |
| Cetera Investment Advisers |
Schaumburg, IL |
Q4 2025 |
4,595 |
$91.49B |
| Corient Private Wealth LLC |
Miami, FL |
Q4 2025 |
3,023 |
$73.91B |
| COMMONWEALTH EQUITY SERVICES, LLC |
Waltham, MA |
Q1 2026 |
4,299 |
$71.59B |
| Cerity Partners LLC |
New York, NY |
Q4 2025 |
2,852 |
$68.59B |
| CIBC Private Wealth Group LLC |
Atlanta, GA |
Q4 2025 |
3,394 |
$59.16B |
| CAISSE DE DEPOT ET PLACEMENT DU QUEBEC |
Montreal, Quebec, Canada |
Q4 2025 |
540 |
$59.08B |
| CANADA LIFE ASSURANCE Co |
Winnipeg, Manitoba, Canada |
Q4 2025 |
1,870 |
$57.47B |
| CIBC WORLD MARKET INC. |
Toronto, Ontario, Canada |
Q4 2025 |
1,348 |
$55.88B |
| COHEN & STEERS, INC. |
New York, NY |
Q4 2025 |
448 |
$55.32B |
| CAPTRUST FINANCIAL ADVISORS |
Raleigh, NC |
Q4 2025 |
2,735 |
$52.57B |
| CIBC Asset Management Inc |
Toronto, Ontario, Canada |
Q4 2025 |
1,366 |
$41.42B |
| COATUE MANAGEMENT LLC |
New York, NY |
Q4 2025 |
52 |
$39.96B |
| Cambridge Investment Research Advisors, Inc. |
Fairfield, IA |
Q1 2026 |
3,921 |
$38.8B |
| Connor, Clark & Lunn Investment Management Ltd. |
Vancouver, British Columbia, Canada |
Q4 2025 |
1,508 |
$38.13B |
| Chevy Chase Trust Holdings, LLC |
Bethesda, MD |
Q4 2025 |
638 |
$37.02B |
| CWM, LLC |
Omaha, NE |
Q4 2025 |
5,325 |
$36.9B |
| CREDIT AGRICOLE S A |
Montrouge Cedex |
Q4 2025 |
1,071 |
$36.29B |
| Calamos Advisors LLC |
Naperville, IL |
Q1 2026 |
1,144 |
$25.74B |
| COMERICA BANK |
Dallas, TX |
Q4 2025 |
3,708 |
$25.06B |
| Carlyle Group Inc. |
Washington, DC |
Q4 2025 |
20 |
$24.93B |
| Cresset Asset Management, LLC |
Chicago, IL |
Q4 2025 |
1,577 |
$23.52B |
| CI INVESTMENTS INC. |
Toronto |
Q4 2025 |
637 |
$22.91B |
| CIBC WORLD MARKETS CORP |
New York, NY |
Q4 2025 |
1,134 |
$19.93B |
| COMMONWEALTH OF PENNSYLVANIA PUBLIC SCHOOL EMPLS RETRMT SYS |
Harrisburg, PA |
Q1 2026 |
1,755 |
$19.63B |
| S.c.a. Candriam |
Strassen |
Q1 2026 |
692 |
$19.18B |
| Clear Street Group Inc. |
New York, NY |
Q4 2025 |
904 |
$19.13B |
| CANTILLON CAPITAL MANAGEMENT LLC |
New York, NY |
Q4 2025 |
37 |
$18.49B |
| COMMERCE BANK |
Kansas City, MO |
Q4 2025 |
1,240 |
$18.11B |
| Capitolis Liquid Global Markets LLC |
New York, NY |
Q4 2025 |
317 |
$16.77B |
| Commonwealth Equity Services, Inc |
Waltham, MA |
Q3 2017 |
2,565 |
$16.72B |
| CIBC Bancorp USA Inc. |
Chicago, IL |
Q3 2025 |
1,358 |
$16.57B |
| Clark Capital Management Group, Inc. |
Philadelphia, PA |
Q4 2025 |
495 |
$16.28B |
| Clal Insurance Enterprises Holdings Ltd |
Tel Aviv |
Q4 2025 |
209 |
$15.5B |
| Capital Wealth Planning, LLC |
Naples, FL |
Q4 2025 |
155 |
$15.45B |
| Capula Management Ltd |
Grand Cayman, Cayman Islands |
Q4 2025 |
317 |
$15.38B |
| Czech National Bank |
Prague, Czech Republic |
Q1 2026 |
503 |
$15.22B |
| CORNERSTONE CAPITAL MANAGEMENT HOLDINGS LLC. |
New York, NY |
Q4 2017 |
1,227 |
$14.29B |
| CONGRESS ASSET MANAGEMENT CO |
Boston, MA |
Q1 2026 |
417 |
$13.95B |
| CONNOR CLARK & LUNN INVESTMENT MANAGEMENT LTD |
Vancouver Bc, British Columbia, Canada |
Q4 2013 |
720 |
$12.82B |
| Capital International, Inc./CA/ |
Los Angeles, CA |
Q4 2025 |
309 |
$12.71B |
| CAPSTONE INVESTMENT ADVISORS, LLC |
New York, NY |
Q4 2025 |
808 |
$12.27B |
| CAPITAL FUND MANAGEMENT S.A. |
Paris, France |
Q4 2025 |
834 |
$10.58B |
| Cardano Risk Management B.V. |
Rotterdam, Netherlands |
Q1 2026 |
44 |
$10.23B |
| CENTERSQUARE INVESTMENT MANAGEMENT LLC |
Conshohocken, PA |
Q4 2025 |
81 |
$10.13B |
| Champlain Investment Partners, LLC |
Burlington, VT |
Q4 2025 |
128 |
$9.88B |
| CHURCHILL MANAGEMENT Corp |
Los Angeles, CA |
Q2 2025 |
146 |
$9.21B |
| Concurrent Investment Advisors, LLC |
Tampa, FL |
Q1 2026 |
1,851 |
$9.16B |
| Cullen Capital Management, LLC |
New York, NY |
Q4 2025 |
225 |
$9.16B |
| CULLEN/FROST BANKERS, INC. |
San Antonio, TX |
Q4 2025 |
1,447 |
$9.09B |
| COOKE & BIELER LP |
Philadelphia, PA |
Q1 2026 |
103 |
$8.84B |
| Lombard Odier SCmA Compagnie |
1204 Geneva, Switzerland |
Q1 2026 |
426 |
$8.13B |
| Clearstead Advisors, LLC |
Cleveland, OH |
Q4 2025 |
2,723 |
$7.92B |
| CHOREO, LLC |
Rockford, IL |
Q4 2025 |
1,575 |
$7.76B |
| COLDSTREAM CAPITAL MANAGEMENT INC |
Bellevue, WA |
Q4 2025 |
1,162 |
$7.76B |
| CAPITAL GUARDIAN TRUST CO |
Los Angeles, CA |
Q2 2019 |
227 |
$7.42B |
| Gestion Carmignac |
Paris, France |
Q4 2025 |
119 |
$7.39B |
| Canoe Financial LP |
Calgary, Alberta, Canada |
Q1 2026 |
119 |
$7.32B |
| Composition Wealth, LLC |
Los Angeles, CA |
Q1 2026 |
884 |
$7.27B |
| CAUSEWAY CAPITAL MANAGEMENT LLC |
Los Angeles, CA |
Q4 2025 |
108 |
$7.27B |
| CITIZENS FINANCIAL GROUP INC/RI |
Providence, RI |
Q1 2026 |
837 |
$7.19B |
| Crossmark Global Holdings, Inc. |
Houston, TX |
Q4 2025 |
1,224 |
$6.97B |
| Castle Hook Partners LP |
New York, NY |
Q4 2025 |
54 |
$6.95B |
| Capital Investment Advisors, LLC |
Atlanta, GA |
Q1 2026 |
747 |
$6.84B |
| CLIFTONLARSONALLEN WEALTH ADVISORS, LLC |
Minneapolis, MN |
Q1 2026 |
222 |
$6.83B |
| CBRE INVESTMENT MANAGEMENT LISTED REAL ASSETS LLC |
Radnor, PA |
Q4 2025 |
97 |
$6.81B |
| COLONY GROUP LLC |
Boston, MA |
Q3 2023 |
754 |
$6.66B |
| CINCINNATI INSURANCE CO |
Fairfield, OH |
Q4 2025 |
61 |
$6.55B |
| CAMBRIDGE ASSOCIATES LLC /MA/ /ADV |
Boston, MA |
Q4 2025 |
61 |
$6.49B |
| Circle Wealth Management, LLC |
Summit, NJ |
Q4 2025 |
241 |
$6.49B |
| CONFLUENCE INVESTMENT MANAGEMENT LLC |
St. Louis, MO |
Q1 2026 |
283 |
$6.44B |
| Capital Group Private Client Services, Inc. |
Los Angeles, CA |
Q4 2025 |
286 |
$6.28B |
| Capital International Sarl |
Los Angeles, CA |
Q4 2025 |
300 |
$6.23B |
| CAPITAL ADVISORS INC/OK |
Tulsa, OK |
Q1 2026 |
357 |
$6.22B |
| CAISSE DES DEPOTS ET CONSIGNATIONS |
Paris, France |
Q1 2026 |
217 |
$6.06B |
| CRAWFORD INVESTMENT COUNSEL INC |
Atlanta, GA |
Q4 2025 |
301 |
$6.01B |
| Crestwood Advisors Group, LLC |
Boston, MA |
Q4 2025 |
693 |
$6B |
| Curi Capital, LLC |
Chicago, IL |
Q4 2025 |
866 |
$5.76B |
| C WorldWide Group Holding A/S |
Copenhagen, Denmark |
Q4 2025 |
97 |
$5.73B |
| COMGEST GLOBAL INVESTORS S.A.S. |
Paris, France |
Q4 2025 |
55 |
$5.61B |
| Cannell & Spears LLC |
New York, NY |
Q4 2025 |
411 |
$5.35B |
| COUNTRY TRUST BANK |
Bloomington, IL |
Q1 2026 |
572 |
$5.26B |
| Caledonia (Private) Investments Pty Ltd |
Sydney Nsw, Australia |
Q4 2025 |
16 |
$5.22B |
| Cevian Capital II GP LTD |
St. Helier |
Q4 2025 |
3 |
$5.21B |
| Carnegie Investment Counsel |
Pepper Pike, OH |
Q1 2026 |
559 |
$5.13B |
| CINCINNATI FINANCIAL CORP |
Fairfield, OH |
Q4 2025 |
54 |
$5.12B |
| Choate Investment Advisors |
Boston, MA |
Q4 2025 |
444 |
$5.1B |
| CENTRAL TRUST Co |
Jefferson City, MO |
Q1 2026 |
1,561 |
$5.08B |
| CAXTON ASSOCIATES LLP |
London |
Q4 2025 |
750 |
$5.05B |
| Conestoga Capital Advisors, LLC |
Wayne, PA |
Q1 2026 |
114 |
$5.01B |
| CHARTWELL INVESTMENT PARTNERS/PA |
Berwyn, PA |
Q1 2014 |
341 |
$4.92B |
| COMMERZBANK AKTIENGESELLSCHAFT /FI |
Frankfurt, Germany |
Q4 2025 |
374 |
$4.91B |
| Catalyst Capital Advisors LLC |
San Juan |
Q4 2025 |
378 |
$4.87B |
| CHILTON INVESTMENT CO INC. |
Stamford, CT |
Q4 2025 |
282 |
$4.79B |
| Cassaday & Co Wealth Management LLC |
Mclean, VA |
Q4 2025 |
351 |
$4.75B |
| Caprock Group, LLC |
Boise, ID |
Q4 2025 |
1,191 |
$4.73B |
| Callan Family Office, LLC |
Radnor, PA |
Q4 2025 |
1,111 |
$4.65B |
| Copeland Capital Management, LLC |
Conshohocken, PA |
Q4 2025 |
297 |
$4.48B |
| CANTOR FITZGERALD, L. P. |
New York, NY |
Q4 2025 |
153 |
$4.44B |
| Clarkston Capital Partners, LLC |
Rochester, MI |
Q4 2025 |
178 |
$4.32B |
| Contour Asset Management LLC |
New York, NY |
Q4 2025 |
30 |
$4.29B |
| Chicago Partners Investment Group LLC |
Chicago, IL |
Q1 2026 |
1,443 |
$4.26B |
| CreativeOne Wealth, LLC |
Overland Park, KS |
Q4 2025 |
1,170 |
$4.12B |
| CARY STREET PARTNERS FINANCIAL LLC |
Richmond, VA |
Q1 2026 |
987 |
$4.03B |
| CAMDEN ASSET MANAGEMENT L P /CA |
Los Angeles, CA |
Q4 2025 |
72 |
$3.95B |
| Channing Capital Management, LLC |
Chicago, IL |
Q4 2025 |
106 |
$3.89B |
| Context Capital Management, LLC |
Lajolla, CA |
Q4 2025 |
327 |
$3.88B |
| Center Coast Capital Advisors, LP |
Houston, TX |
Q4 2017 |
45 |
$3.72B |
| Cardinal Capital Management, Inc. |
Winnipeg, Manitoba, Canada |
Q1 2026 |
66 |
$3.71B |
| Chicago Capital, LLC |
Chicago, IL |
Q1 2026 |
352 |
$3.71B |
| CSM Advisors, LLC |
Warrendale, PA |
Q4 2025 |
399 |
$3.68B |
| Catterton Management Company, L.L.C. |
Greenwich, CT |
Q1 2026 |
3 |
$3.61B |
| CAPSTONE ASSET MANAGEMENT CO |
Houston, TX |
Q2 2017 |
1,588 |
$3.6B |
| Corvex Management LP |
New York, NY |
Q4 2025 |
24 |
$3.49B |
| CASTLEARK MANAGEMENT LLC |
Chicago, IL |
Q4 2025 |
294 |
$3.41B |
| Compound Planning, Inc. |
New York, NY |
Q4 2025 |
1,202 |
$3.38B |
| Ceredex Value Advisors LLC |
Winter Park, FL |
Q4 2025 |
157 |
$3.33B |
| Comprehensive Financial Management LLC |
Los Gatos, CA |
Q4 2025 |
38 |
$3.32B |
| Capital Analysts, LLC |
Fort Washington, PA |
Q4 2025 |
1,367 |
$3.29B |
| CX Institutional |
Auburn, IN |
Q1 2026 |
1,547 |
$3.28B |
| Cannell & Co. |
New York, NY |
Q4 2023 |
269 |
$3.15B |
| CAXTON ASSOCIATES LP |
New York, NY |
Q4 2024 |
475 |
$3.14B |
| Connectus Wealth, LLC |
Cincinnati, OH |
Q1 2024 |
389 |
$3.1B |
| Cohen Klingenstein LLC |
New York, NY |
Q1 2026 |
205 |
$3.09B |
| Leon G. Cooperman |
Boca Raton, FL |
Q4 2025 |
40 |
$3.03B |
| CLIFFORD SWAN INVESTMENT COUNSEL LLC |
Pasadena, CA |
Q4 2025 |
323 |
$3.01B |
| Constellation Investments, Inc. |
Montgomery, OH |
Q1 2026 |
19 |
$3.01B |
| CONNING INC. |
Hartford, CT |
Q1 2026 |
311 |
$3.01B |
| Cornerstone Advisors, LLC |
Asheville, NC |
Q4 2025 |
158 |
$3B |
| CoreCap Advisors, LLC |
Southfield, MI |
Q1 2026 |
2,915 |
$2.94B |
| Cormorant Asset Management, LP |
Boston, MA |
Q4 2025 |
32 |
$2.93B |
| CWA Asset Management Group, LLC |
Naples, FL |
Q1 2026 |
644 |
$2.92B |
| CHILTON CAPITAL MANAGEMENT LLC |
Houston, TX |
Q4 2025 |
665 |
$2.9B |
| Calamos Wealth Management LLC |
Naperville, IL |
Q1 2026 |
539 |
$2.9B |
| Finance Covea |
Paris, France |
Q1 2026 |
146 |
$2.86B |
| CAPITAL INTERNATIONAL LTD /CA/ |
Los Angeles, CA |
Q4 2025 |
145 |
$2.84B |
| CHICKASAW CAPITAL MANAGEMENT LLC |
Memphis, TN |
Q1 2026 |
95 |
$2.83B |
| Cerberus Capital Management, L.P. |
New York, NY |
Q4 2025 |
4 |
$2.74B |
| CBIZ Investment Advisory Services, LLC |
Independence, OH |
Q4 2025 |
765 |
$2.64B |
| CAMBRIDGE TRUST CO |
Cambridge, MA |
Q1 2024 |
655 |
$2.64B |
| Canada Post Corp Registered Pension Plan |
Toronto, Canada (Federal Level) |
Q4 2025 |
496 |
$2.63B |
| CAPITAL COUNSEL LLC/NY |
New York, NY |
Q4 2025 |
61 |
$2.62B |
| Cercano Management LLC |
Bellevue, WA |
Q4 2025 |
145 |
$2.61B |
| Cornerstone Investment Partners, LLC |
Atlanta, GA |
Q4 2025 |
219 |
$2.58B |
| Crake Asset Management LLP |
London, United Kingdom |
Q4 2025 |
17 |
$2.55B |
| Capital Asset Advisory Services LLC |
Williamston, MI |
Q1 2026 |
299 |
$2.53B |
| CHAI TRUST CO LLC |
Chicago, IL |
Q4 2025 |
11 |
$2.44B |
| Confluence Wealth Services, Inc. |
Mcmurray, PA |
Q4 2025 |
371 |
$2.41B |
| Chesley Taft & Associates LLC |
Chicago, IL |
Q1 2026 |
370 |
$2.39B |
| Connecticut Wealth Management, LLC |
Farmington, CT |
Q1 2026 |
327 |
$2.39B |
| COOKSON PEIRCE & CO INC |
Pittsburgh, PA |
Q1 2026 |
303 |
$2.36B |
| CAS Investment Partners, LLC |
Westport, CT |
Q4 2025 |
5 |
$2.34B |
| Covington Capital Management |
Los Angeles, CA |
Q3 2022 |
1,183 |
$2.32B |
| COLUMBUS CIRCLE INVESTORS |
Stamford, CT |
Q4 2020 |
126 |
$2.28B |
| Caption Management, LLC |
Oklahoma City, OK |
Q4 2025 |
539 |
$2.27B |
| CAMBIAR INVESTORS LLC |
Denver, CO |
Q4 2025 |
146 |
$2.24B |
| Coliseum Capital Management, LLC |
Rowayton, CT |
Q4 2025 |
13 |
$2.24B |
| Coronation Fund Managers Ltd. |
Cape Town, South Africa |
Q4 2025 |
53 |
$2.23B |
| CENTAURUS FINANCIAL, INC. |
Anaheim, CA |
Q4 2025 |
1,041 |
$2.19B |
| CORTLAND ADVISERS LLC |
Wilmington, DE |
Q3 2019 |
32 |
$2.18B |
| Csenge Advisory Group |
Clearwater, FL |
Q1 2026 |
746 |
$2.18B |
| COOPER CREEK PARTNERS MANAGEMENT LLC |
New York, NY |
Q4 2025 |
84 |
$2.11B |
| Campbell & CO Investment Adviser LLC |
Baltimore, MD |
Q4 2025 |
1,096 |
$2.08B |
| COBBLESTONE CAPITAL ADVISORS LLC /NY/ |
Rochester, NY |
Q3 2025 |
304 |
$2.08B |
| CQS Cayman LP |
Camana Bay, Grand Cayman, Cayman Islands |
Q3 2019 |
134 |
$2.07B |
| Contrarius Group Holdings Ltd |
Hamilton, Bermuda |
Q4 2025 |
44 |
$2.06B |
| CenterBook Partners LP |
Greenwich, CT |
Q4 2025 |
541 |
$2.05B |
| Consulta Ltd |
London |
Q4 2025 |
14 |
$2.04B |
| CUSHING ASSET MANAGEMENT, LP dba NXG INVESTMENT MANAGEMENT |
Dallas, TX |
Q1 2026 |
64 |
$2.01B |
| Cornerstone Wealth Management, LLC |
St. Peters, MO |
Q1 2026 |
711 |
$2B |
| Casdin Capital, LLC |
New York, NY |
Q4 2025 |
38 |
$1.99B |
| Commodore Capital LP |
New York, NY |
Q4 2025 |
33 |
$1.93B |
| Concentric Capital Strategies, LP |
Stamford, CT |
Q4 2025 |
242 |
$1.93B |
| Cyndeo Wealth Partners, LLC |
St. Petersburg, FL |
Q1 2026 |
478 |
$1.9B |
| Cartenna Capital, LP |
Stamford, CT |
Q4 2025 |
36 |
$1.9B |
| Carroll Financial Associates, Inc. |
Charlotte, NC |
Q4 2021 |
1,600 |
$1.88B |
| Capstone Financial Advisors, Inc. |
Downers Grove, IL |
Q4 2025 |
184 |
$1.88B |
| Credential Qtrade Securities Inc. |
Vancouver |
Q1 2024 |
379 |
$1.86B |
| COMMUNITY TRUST & INVESTMENT CO |
Lexington, KY |
Q1 2026 |
140 |
$1.84B |
| CIDEL ASSET MANAGEMENT INC |
Toronto |
Q1 2026 |
436 |
$1.83B |
| Cerity Partners OCIO LLC |
New York, NY |
Q4 2025 |
25 |
$1.81B |
| CLEARLAKE CAPITAL GROUP, L.P. |
Santa Monica, CA |
Q4 2025 |
6 |
$1.81B |
| COMPASS CAPITAL MANAGEMENT, INC |
Minneapolis, MN |
Q4 2025 |
83 |
$1.8B |
| COURIER CAPITAL LLC |
Buffalo, NY |
Q1 2026 |
385 |
$1.79B |
| CSS LLC/IL |
Chicago, IL |
Q4 2025 |
751 |
$1.78B |
| C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors |
Westlake, OH |
Q1 2026 |
403 |
$1.76B |
| CastleKnight Management LP |
New York, NY |
Q4 2025 |
315 |
$1.75B |
| Clarius Group, LLC |
Seattle, WA |
Q4 2025 |
384 |
$1.75B |
| CGOV Asset Management |
Toronto, Ontario, Canada |
Q1 2018 |
49 |
$1.73B |
| Cinctive Capital Management LP |
New York, NY |
Q4 2025 |
378 |
$1.73B |
| Cambria Investment Management, L.P. |
Manhattan Beach, CA |
Q4 2025 |
605 |
$1.71B |
| Cadence Bank |
Tupelo, MS |
Q4 2025 |
332 |
$1.71B |
| Cryder Capital Partners LLP |
London, United Kingdom |
Q4 2025 |
10 |
$1.69B |
| COUNTRY CLUB BANK |
Kansas City, MO |
Q3 2025 |
325 |
$1.69B |
| Centiva Capital, LP |
New York, NY |
Q4 2025 |
812 |
$1.65B |
| CREATIVE FINANCIAL DESIGNS INC /ADV |
Kokomo, IN |
Q1 2026 |
2,158 |
$1.65B |
| Cumberland Partners Ltd |
Toronto, Ontario, Canada |
Q4 2025 |
172 |
$1.63B |
| Cardinal Point Capital Management ULC |
Toronto, Ontario, Canada |
Q1 2026 |
286 |
$1.63B |
| CHECK CAPITAL MANAGEMENT INC/CA |
Costa Mesa, CA |
Q1 2026 |
49 |
$1.62B |
| CACTI ASSET MANAGEMENT LLC |
Atlanta, GA |
Q1 2026 |
78 |
$1.62B |
| Cortina Asset Management, LLC |
Milwaukee, WI |
Q2 2019 |
174 |
$1.62B |
| Cable Car Capital, LP |
San Francisco, CA |
Q4 2025 |
107 |
$1.61B |
| CRAMER ROSENTHAL MCGLYNN LLC |
Stamford, CT |
Q4 2025 |
88 |
$1.55B |
| Charles Schwab Trust Co |
Henderson, NV |
Q1 2026 |
165 |
$1.54B |
| Cornerstone Wealth Group, LLC |
Huntersville, NC |
Q1 2026 |
441 |
$1.54B |
| Carrhae Capital LLP |
London, United Kingdom |
Q4 2025 |
28 |
$1.5B |
| CAHABA WEALTH MANAGEMENT, INC. |
Atlanta, GA |
Q1 2026 |
153 |
$1.47B |
| CERTUITY, LLC |
North Palm Beach, FL |
Q4 2025 |
584 |
$1.47B |
| Clear Harbor Asset Management, LLC |
Stamford, CT |
Q4 2025 |
431 |
$1.46B |
| CapWealth Advisors, LLC |
Franklin, TN |
Q4 2025 |
120 |
$1.46B |
| Checchi Capital Advisers, LLC |
Beverly Hills, CA |
Q1 2026 |
598 |
$1.46B |
| CFS Investment Advisory Services, LLC |
Totowa, NJ |
Q1 2026 |
353 |
$1.45B |
| CORDA Investment Management, LLC. |
Houston, TX |
Q1 2026 |
80 |
$1.45B |
| Capital Investment Advisory Services, LLC |
Raleigh, NC |
Q4 2025 |
1,163 |
$1.41B |
| CADIAN CAPITAL MANAGEMENT, LP |
New York, NY |
Q4 2025 |
26 |
$1.38B |
| COWEN INC. |
New York, NY |
Q2 2019 |
303 |
$1.38B |
| CANTOR FITZGERALD INVESTMENT ADVISORS L.P. |
New York, NY |
Q1 2026 |
178 |
$1.36B |
| Callan Capital, LLC |
La Jolla, CA |
Q1 2025 |
364 |
$1.35B |
| Coastal Bridge Advisors, LLC |
Westport, CT |
Q4 2025 |
459 |
$1.34B |
| CITY OF LONDON INVESTMENT MANAGEMENT CO LTD |
London |
Q4 2025 |
87 |
$1.33B |
| Colonial Trust Advisors |
Spartanburg, SC |
Q4 2025 |
701 |
$1.33B |
| Clearline Capital LP |
New York, NY |
Q4 2025 |
102 |
$1.33B |
| China Universal Asset Management Co., Ltd. |
Shanghai, China |
Q1 2026 |
502 |
$1.32B |
| Clear Creek Financial Management, LLC |
Silverdale, WA |
Q1 2026 |
608 |
$1.3B |
| CROSSLINK CAPITAL INC |
Menlo Park, CA |
Q4 2025 |
20 |
$1.3B |
| COZAD ASSET MANAGEMENT INC |
Champaign, IL |
Q4 2025 |
422 |
$1.29B |
| Charter Oak Capital Management, LLC |
Portsmouth, NH |
Q1 2026 |
208 |
$1.29B |
| Caligan Partners LP |
New York, NY |
Q4 2025 |
20 |
$1.29B |
| Covalis Capital LLP |
London |
Q4 2025 |
73 |
$1.28B |
| Capital Impact Advisors, LLC |
Boston, MA |
Q4 2025 |
30 |
$1.28B |
| CCMP Capital, LP |
New York, NY |
Q4 2015 |
3 |
$1.27B |
| Country Club Trust Company, n.a. |
Kansas City, MO |
Q4 2021 |
288 |
$1.27B |
| CGN Advisors LLC |
Manhattan, KS |
Q1 2026 |
317 |
$1.27B |
| Callodine Capital Management, LP |
Boston, MA |
Q4 2025 |
52 |
$1.25B |
| CENTRAL SECURITIES CORP |
New York, NY |
Q4 2025 |
29 |
$1.24B |
| CHUBB CORP |
Warren, NJ |
Q4 2015 |
72 |
$1.24B |
| CULLINAN ASSOCIATES INC |
Louisville, KY |
Q1 2026 |
207 |
$1.24B |
| CONDOR CAPITAL MANAGEMENT |
Martinsville, NJ |
Q4 2025 |
183 |
$1.24B |
| CAMPBELL NEWMAN ASSET MANAGEMENT INC |
Milwaukee, WI |
Q1 2026 |
103 |
$1.23B |
| COMMON FUND FOR NONPROFIT ORGANIZATIONS |
Norwalk, CT |
Q4 2025 |
26 |
$1.23B |
| Callahan Advisors, LLC |
Houston, TX |
Q4 2025 |
174 |
$1.22B |
| CARDIFF PARK ADVISORS, LLC |
San Marcos, CA |
Q4 2025 |
344 |
$1.21B |
| COMERICA SECURITIES,INC. |
Detroit, MI |
Q3 2023 |
448 |
$1.2B |
| Clearwater Capital Advisors, LLC |
Hoffman Estates, IL |
Q4 2025 |
163 |
$1.2B |
| Clean Energy Transition LLP |
London, United Kingdom |
Q4 2025 |
12 |
$1.2B |
| CONNORS INVESTOR SERVICES INC |
Wyomissing, PA |
Q4 2025 |
151 |
$1.16B |
| Crewe Advisors LLC |
Salt Lake City, UT |
Q4 2025 |
1,099 |
$1.13B |
| Caldwell Trust Co |
Venice, FL |
Q1 2026 |
784 |
$1.12B |
| CANANDAIGUA NATIONAL CORP |
Canandaigua, NY |
Q1 2026 |
310 |
$1.12B |
| CANANDAIGUA NATIONAL BANK & TRUST CO |
Canandaigua, NY |
Q4 2025 |
307 |
$1.12B |
| Certified Advisory Corp |
Altamonte Springs, FL |
Q1 2026 |
318 |
$1.12B |
| CloudAlpha Capital Management Limited/Hong Kong |
Hong Kong |
Q4 2025 |
43 |
$1.11B |
| CLOUGH CAPITAL PARTNERS L P |
Boston, MA |
Q4 2025 |
106 |
$1.11B |
| Campbell Wealth Management |
Alexandria, VA |
Q4 2024 |
97 |
$1.11B |
| Conservest Capital Advisors, Inc. |
Wynnewood, PA |
Q1 2026 |
127 |
$1.1B |
| Consolidated Portfolio Review Corp |
Woodbury, NY |
Q1 2026 |
34 |
$1.1B |
| CS MCKEE LP |
Pittsburgh, PA |
Q4 2019 |
100 |
$1.09B |
| CTC LLC |
Chicago, IL |
Q4 2025 |
38 |
$1.09B |
| CARRONADE CAPITAL MANAGEMENT, LP |
Darien, CT |
Q4 2025 |
25 |
$1.07B |
| Clark Asset Management, LLC |
Stratham, NH |
Q1 2026 |
267 |
$1.06B |
| Cassaday & Co Inc. |
Mclean, VA |
Q4 2021 |
34 |
$1.06B |
| CPWM, LLC |
Seattle, WA |
Q3 2022 |
333 |
$1.06B |
| Cornerstone Advisory, LLC |
Hunt Valley, MD |
Q1 2026 |
258 |
$1.06B |
| CARRET ASSET MANAGEMENT, LLC |
New York, NY |
Q4 2025 |
294 |
$1.05B |
| Crescent Grove Advisors, LLC |
Lake Forest, IL |
Q4 2025 |
296 |
$1.05B |
| CAPE COD FIVE CENTS SAVINGS BANK |
Orleans, MA |
Q4 2025 |
189 |
$1.05B |
| Compass Ion Advisors, LLC |
Conshohocken, PA |
Q1 2026 |
279 |
$1.05B |
| CCM INVESTMENT ADVISERS LLC |
Columbia, SC |
Q4 2025 |
89 |
$1.04B |
| Continuum Advisory, LLC |
Eagle, ID |
Q1 2026 |
453 |
$1.04B |
| Cable Hill Partners, LLC |
Portland, OR |
Q1 2025 |
217 |
$1.02B |
| CONNABLE OFFICE INC |
Kalamazoo, MI |
Q1 2026 |
224 |
$1.02B |
| Cornerstone Capital, Inc. |
Palo Alto, CA |
Q4 2025 |
109 |
$1.01B |
| Cheviot Value Management, LLC |
Beverly Hills, CA |
Q4 2025 |
414 |
$1.01B |
| Counsel Portfolio Services Inc. |
Mississauga, Ontario, Canada |
Q2 2016 |
300 |
$1.01B |
| Coastline Trust Co |
Providence, RI |
Q1 2026 |
408 |
$1.01B |
| Corient Capital Partners, LLC |
Newport Beach, CA |
Q3 2022 |
672 |
$1B |
| CHICAGO EQUITY PARTNERS LLC |
Chicago, IL |
Q1 2020 |
647 |
$992.69M |
| Coppell Advisory Solutions LLC |
Coppell, TX |
Q4 2025 |
395 |
$989.89M |
| Cooper Financial Group |
Irvine, CA |
Q1 2026 |
425 |
$989.5M |
| Cascade Financial Partners, LLC |
San Diego, CA |
Q4 2025 |
271 |
$977.18M |
| CANYON CAPITAL ADVISORS LLC |
Dallas, TX |
Q4 2025 |
14 |
$969.63M |
| CUTLER INVESTMENT COUNSEL LLC |
Jacksonville, OR |
Q4 2025 |
143 |
$961.19M |
| Center for Financial Planning, Inc. |
Southfied, MI |
Q1 2026 |
657 |
$958.01M |
| Condire Management, LP |
Dallas, TX |
Q4 2025 |
22 |
$957.97M |
| Capital Investment Services of America, Inc. |
Milwaukee, WI |
Q1 2026 |
80 |
$957.71M |
| CGM TRUST |
Boston, MA |
Q3 2020 |
46 |
$956.93M |
| CVA Family Office, LLC |
Denver, CO |
Q1 2026 |
1,839 |
$949.65M |
| CCM INVESTMENT GROUP, LLC |
Northfield, MN |
Q1 2025 |
207 |
$945.81M |
| Columbus Macro, LLC |
New Castle, PA |
Q1 2026 |
200 |
$936.15M |
| Cornerstone Advisors, Inc. |
Bellevue, WA |
Q3 2020 |
717 |
$935.58M |
| CKW FINANCIAL GROUP |
Honolulu, HI |
Q4 2025 |
170 |
$922.18M |
| Consolidated Investment Group LLC |
Englewood, CO |
Q1 2026 |
77 |
$921.97M |
| Clarity Financial LLC |
Houston, TX |
Q1 2026 |
118 |
$919.3M |
| CALIBER WEALTH MANAGEMENT, LLC / KS |
Overland Park, KS |
Q1 2026 |
270 |
$913.91M |
| Constellation Wealth Advisors, LLC |
New York, NY |
Q3 2015 |
82 |
$902.98M |
| CATALYST FINANCIAL PARTNERS LLC |
Boston, MA |
Q4 2025 |
324 |
$896.66M |
| Cardan Capital Partners, LLC |
Denver, CO |
Q3 2021 |
243 |
$892.9M |
| Cypress Capital Group |
Palm Beach, FL |
Q4 2025 |
232 |
$892.55M |
| CHEMICAL BANK |
Detroit, MI |
Q2 2019 |
348 |
$881.36M |
| CLIFTON PARK CAPITAL MANAGEMENT, LLC |
Wilmington, DE |
Q4 2015 |
18 |
$880.52M |
| Capital Advisors, Ltd. LLC |
Shaker Heights, OH |
Q1 2026 |
1,326 |
$879.8M |
| Cynosure Group, LLC |
Salt Lake City, UT |
Q4 2025 |
400 |
$875.19M |
| CABOT WEALTH MANAGEMENT INC |
Salem, MA |
Q1 2026 |
139 |
$869.48M |
| Cache Advisors, LLC |
San Francisco, CA |
Q1 2026 |
191 |
$865.76M |
| Claret Asset Management Corp |
Montreal, Quebec, Canada |
Q4 2025 |
383 |
$861.74M |
| CALEDONIA INVESTMENTS PLC |
London England, United Kingdom |
Q1 2026 |
15 |
$855.93M |
| Community Bank, N.A. |
Dewitt, NY |
Q4 2025 |
488 |
$846.13M |
| CAHILL FINANCIAL ADVISORS INC |
Edina, MN |
Q4 2025 |
281 |
$832.67M |
| Claro Advisors Inc. |
Boston, MA |
Q1 2026 |
506 |
$830.12M |
| Capricorn Investment Group LLC |
Palo Alto, CA |
Q4 2025 |
7 |
$825.99M |
| Capital Investment Counsel, Inc |
Raleigh, NC |
Q1 2026 |
249 |
$816.12M |
| CVFG LLC |
Shelbyville, IN |
Q1 2026 |
239 |
$804.35M |
| CITY HOLDING CO |
Charleston, WV |
Q1 2026 |
570 |
$799.76M |
| Curated Wealth Partners LLC |
El Segundo, CA |
Q1 2026 |
228 |
$793.61M |
| CoreView Capital Management Ltd |
Hong Kong, Hong Kong |
Q4 2025 |
7 |
$793.14M |
| Central Pacific Bank - Trust Division |
Honolulu, HI |
Q1 2026 |
854 |
$783.64M |
| Coho Partners, Ltd. |
Berwyn, PA |
Q3 2025 |
32 |
$779.14M |
| Cardinal Capital Management |
Raleigh, NC |
Q1 2026 |
136 |
$775.63M |
| Concord Wealth Partners |
Abingdon, VA |
Q1 2026 |
207 |
$770.5M |
| CRA Financial Services, LLC |
Northfield, NJ |
Q1 2026 |
296 |
$770.1M |
| Camber Capital Management LP |
Boston, MA |
Q2 2025 |
23 |
$766.17M |
| Capital Advantage, Inc. |
Walnut Creek, CA |
Q1 2026 |
145 |
$764.98M |
| CIM, LLC |
Albany, NY |
Q4 2025 |
171 |
$762.67M |
| CAPITAL GROWTH MANAGEMENT LP |
Boston, MA |
Q3 2022 |
50 |
$760.61M |
| CULLEN INVESTMENT GROUP, LTD. |
Lafayette, LA |
Q1 2026 |
179 |
$757.59M |
| CAPITAL ONE, NATIONAL ASSOCIATION |
New York, NY |
Q4 2019 |
314 |
$755.99M |
| CIBC BANK USA |
Chicago, IL |
Q4 2019 |
272 |
$755.81M |
| COMERICA SECURITIES INC |
Detroit, MI |
Q4 2018 |
398 |
$755.65M |
| Colonial Trust Co / SC |
Spartanburg, SC |
Q4 2025 |
1,094 |
$750.07M |
| Capital Planning Advisors, LLC |
Roseville, CA |
Q4 2025 |
163 |
$747.74M |
| Capital Advisors Wealth Management, LLC |
Yakima, WA |
Q1 2026 |
216 |
$744.61M |
| CAMDEN NATIONAL BANK |
Camden, ME |
Q1 2026 |
164 |
$739.3M |
| Canal Capital Management, LLC |
Richmond, VA |
Q1 2026 |
207 |
$738.81M |
| Covington Investment Advisors Inc. |
Ligonier, PA |
Q4 2025 |
74 |
$730.33M |
| Capital Investment Counsel, LLC |
Denver, CO |
Q1 2026 |
143 |
$729.81M |
| CULBERTSON A N & CO INC |
Charlottesville, VA |
Q4 2025 |
128 |
$728.89M |
| Castellan Group |
Louisville, KY |
Q1 2026 |
34 |
$722.57M |
| Cannon Financial Strategists, Inc. |
Athens, GA |
Q4 2025 |
100 |
$719.32M |
| CAMBIENT FAMILY OFFICE, LLC |
Ada, MI |
Q1 2026 |
261 |
$716.38M |
| Compass Financial Group, INC/SD |
Sioux Falls, SD |
Q1 2026 |
105 |
$714.78M |
| Columbus Hill Capital Management, L.P. |
Short Hills, NJ |
Q4 2025 |
25 |
$710.75M |
| Cypress Wealth Services, LLC |
Palm Desert, CA |
Q1 2026 |
397 |
$708.34M |
| CFO4Life Group, LLC |
Coppell, TX |
Q4 2025 |
242 |
$701.54M |
| Crews Bank & Trust |
Wauchula, FL |
Q4 2025 |
621 |
$698.78M |
| CAT ROCK CAPITAL MANAGEMENT LP |
Greenwich, CT |
Q4 2025 |
16 |
$697.4M |
| CORTLAND ASSOCIATES INC/MO |
St Louis, MO |
Q1 2026 |
62 |
$696.75M |
| CHATHAM CAPITAL GROUP, INC. |
Savannah, GA |
Q1 2026 |
198 |
$689.33M |
| CIGNA INVESTMENTS INC /NEW |
Bloomfield, CT |
Q4 2025 |
459 |
$687M |
| Camelot Capital Partners, LLC |
Laguna Beach, CA |
Q2 2025 |
1 |
$685.55M |
| Convergence Financial, LLC |
Columbia, MO |
Q4 2025 |
190 |
$685.32M |
| CALTON & ASSOCIATES, INC. |
Tampa, FL |
Q4 2025 |
446 |
$680.93M |
| Crane Advisory, LLC |
Fullerton, CA |
Q1 2026 |
52 |
$668.06M |
| CFM WEALTH PARTNERS LLC |
Austin, TX |
Q1 2026 |
143 |
$667.24M |
| CRITERION CAPITAL MANAGEMENT LLC |
San Francisco, CA |
Q3 2018 |
23 |
$666.25M |
| Counterpoint Mutual Funds LLC |
San Diego, CA |
Q1 2026 |
294 |
$665.93M |
| Carrera Capital Advisors |
Troy, MI |
Q1 2026 |
188 |
$649.14M |
| CADINHA & CO LLC |
Honolulu, HI |
Q4 2025 |
103 |
$648.2M |
| Cohen Capital Management, Inc. |
Corte Madera, CA |
Q1 2026 |
154 |
$644.4M |
| Capricorn Fund Managers Ltd |
London, United Kingdom |
Q1 2026 |
114 |
$641.43M |
| Cornerstone Planning Group LLC |
Fairfield, NJ |
Q4 2025 |
1,709 |
$640.83M |
| CENTRAL BANK & TRUST CO |
Lexington, KY |
Q1 2026 |
180 |
$636.41M |
| Clearstead Trust, LLC |
Portland, ME |
Q4 2025 |
997 |
$635.25M |
| CORNERSTONE CAPITAL MANAGEMENT LLC |
Edina, MN |
Q3 2016 |
41 |
$634.54M |
| Chandler Asset Management, Inc. |
San Diego, CA |
Q4 2025 |
22 |
$631.86M |
| Cornerstone Management, Inc. |
Duluth, GA |
Q1 2026 |
65 |
$627.56M |
| Crestview Partners II GP, L.P. |
New York, NY |
Q4 2025 |
3 |
$627.07M |
| CREDIT INDUSTRIEL ET COMMERCIAL |
Paris France, France |
Q1 2026 |
228 |
$624.73M |
| CHICAGO TRUST Co NA |
Grayslake, IL |
Q1 2026 |
375 |
$619.31M |
| CPC Advisors, LLC |
Atlanta, GA |
Q1 2026 |
144 |
$616.75M |
| CORNERSTONE ADVISORS ASSET MANAGEMENT, LLC |
Bethlehem, PA |
Q4 2025 |
133 |
$616.19M |
| Capital Group Investment Management Pte. Ltd. |
Raffles Quay, Singapore |
Q4 2025 |
139 |
$615.84M |
| Commonwealth Financial Services, LLC |
Vienna, WV |
Q4 2025 |
234 |
$606.27M |
| Chescapmanager LLC |
Baltimore, MD |
Q4 2025 |
20 |
$606.09M |
| CYPRESS FUNDS LLC |
Los Angeles, CA |
Q4 2025 |
14 |
$604.66M |
| CORSAIR CAPITAL MANAGEMENT, L.P. |
New York, NY |
Q4 2025 |
149 |
$604.48M |
| Camrose Capital Investment Partners LLP |
London, United Kingdom |
Q4 2025 |
10 |
$603.8M |
| Conifer Management, L.L.C. |
New York, NY |
Q4 2025 |
5 |
$603.6M |
| Clear Trail Advisors, LLC |
Houston, TX |
Q1 2026 |
149 |
$600.6M |
| Citizens National Bank Trust Department |
Meridian, MS |
Q1 2026 |
382 |
$600.59M |
| Crescent Capital Consulting, LLC |
New Orleans, LA |
Q4 2021 |
562 |
$598.48M |
| Clayton, Dubilier & Rice, LLC |
New York, NY |
Q4 2025 |
2 |
$594.96M |
| CVC Management Holdings II Ltd. |
St. Helier |
Q4 2025 |
4 |
$594.72M |
| Calydon Capital |
Memphis, TN |
Q4 2025 |
243 |
$592.85M |
| Concord Asset Management, LLC/VA |
Abingdon, VA |
Q1 2026 |
117 |
$591.83M |
| Citizens Business Bank |
Ontario, CA |
Q1 2026 |
136 |
$591.08M |
| CLIFFORD CAPITAL PARTNERS LLC |
Alpine, UT |
Q4 2025 |
42 |
$588.5M |
| Canvas Wealth Advisors, LLC |
Shawnee, KS |
Q1 2026 |
240 |
$587.97M |
| CAPITAL MANAGEMENT CORP /VA |
Glen Allen, VA |
Q1 2026 |
71 |
$585.14M |
| CMH Wealth Management LLC |
Portsmouth, NH |
Q1 2026 |
113 |
$582.54M |
| Century Capital Management, LLC |
Boston, MA |
Q2 2017 |
209 |
$581.23M |
| CYRUS CAPITAL PARTNERS, L.P. |
New York, NY |
Q4 2025 |
5 |
$575.89M |
| CIBC Capital Markets (Europe) S.A. |
Luxembourg, Luxembourg |
Q3 2025 |
10 |
$573.36M |
| Chemistry Wealth Management LLC |
New York, NY |
Q1 2026 |
204 |
$568.55M |
| Community Financial Services Group, LLC |
Newport, VT |
Q1 2026 |
459 |
$568.2M |
| Curran Financial Partners, LLC |
Daniel Island, SC |
Q1 2026 |
127 |
$558.58M |
| Covenant Multifamily Offices, LLC |
San Antonio, TX |
Q3 2021 |
243 |
$556.4M |
| CHILDRESS CAPITAL ADVISORS, LLC |
Houston, TX |
Q1 2026 |
374 |
$554.36M |
| Conrad Siegel Investment Advisors, Inc. |
Harrisburg, PA |
Q1 2026 |
63 |
$554.05M |
| City Financial Investment Co Ltd |
London, United Kingdom |
Q4 2018 |
116 |
$553.94M |
| CDAM (UK) Ltd |
London, United Kingdom |
Q4 2025 |
11 |
$549.9M |
| Cobble Hill Financial Services, INC |
Moorestown, NJ |
Q3 2014 |
53 |
$540.81M |
| Cander Asset Management LP |
New York, NY |
Q4 2025 |
43 |
$540.43M |
| CacheTech Inc. |
Logan, UT |
Q4 2025 |
228 |
$539.75M |
| COERENTE CAPITAL MANAGEMENT |
Toronto, Ontario, Canada |
Q1 2026 |
47 |
$537.38M |
| Call To Action Foundation |
Salt Lake City, UT |
Q4 2025 |
1 |
$534.66M |
| Catalio Capital Management, LP |
New York, NY |
Q4 2025 |
45 |
$534.38M |
| CORRECT CAPITAL WEALTH MANAGEMENT |
Clayton, MO |
Q4 2025 |
110 |
$531.09M |
| Coppell Advisory Solutions Corp. |
Coppell, TX |
Q1 2024 |
266 |
$530.42M |
| Conversant Capital LLC |
Summit, NJ |
Q4 2025 |
13 |
$526.49M |
| Columbia Asset Management |
Ann Arbor, MI |
Q1 2026 |
170 |
$525.09M |
| Curbstone Financial Management Corp |
Manchester, NH |
Q1 2026 |
201 |
$522.19M |
| CPMG Inc |
Dallas, TX |
Q4 2025 |
2 |
$515.63M |
| Cambridge Advisors Inc. |
Omaha, NE |
Q1 2026 |
178 |
$515.32M |
| Cedar Mountain Advisors, LLC |
Lake Oswego, OR |
Q1 2026 |
1,152 |
$511.38M |
| COMMONWEALTH BANK OF AUSTRALIA |
Sydney, Nsw |
Q4 2025 |
2 |
$510.33M |
| COBIZ WEALTH, LLC |
Denver, CO |
Q2 2019 |
112 |
$505.51M |
| Convergence Investment Partners, LLC |
Palm Beach Gardens, FL |
Q4 2025 |
242 |
$502.93M |
| CAMDEN NATIONAL CORP |
Camden, ME |
Q1 2021 |
141 |
$501.76M |
| Canton Hathaway, LLC |
Providence, RI |
Q1 2026 |
268 |
$495.65M |
| Community Bank & Trust, Waco, Texas |
Waco, TX |
Q1 2026 |
161 |
$495.29M |
| CHEMUNG CANAL TRUST CO |
Elmira, NY |
Q1 2026 |
112 |
$494.11M |
| Cascadia Advisory Services, LLC |
Portland, OR |
Q3 2021 |
246 |
$493.2M |
| Cranbrook Wealth Management, LLC |
Bloomfield Hills, MI |
Q1 2026 |
385 |
$491.59M |
| CONTRAVISORY INVESTMENT MANAGEMENT, INC. |
Norwell, MA |
Q1 2026 |
366 |
$488.06M |
| Covenant Asset Management, LLC |
Chester, NJ |
Q1 2026 |
141 |
$487.84M |
| Clarity Wealth Advisors, LLC |
San Jose, CA |
Q1 2026 |
107 |
$485.86M |
| Corrigan Financial, Inc. |
Middletown, RI |
Q1 2025 |
44 |
$485.36M |
| Column Capital Advisors, LLC |
Indianapolis, IN |
Q3 2023 |
800 |
$478.56M |
| Clare Market Investments LLC |
Dallas, TX |
Q1 2026 |
167 |
$477.99M |
| Curtis Advisory Group, LLC |
Santa Barbara, CA |
Q4 2025 |
116 |
$476.71M |
| Cliffwater LLC |
Marina Del Rey, CA |
Q4 2025 |
22 |
$476.39M |
| Crumly & Associates Inc. |
Springfield, IL |
Q1 2026 |
200 |
$475.95M |
| Churchill Financial Advisors, LLC |
Louisville, KY |
Q1 2026 |
123 |
$475.83M |
| CoreCommodity Management, LLC |
Stamford, CT |
Q4 2025 |
117 |
$473.67M |
| Cherry Tree Wealth Management, LLC |
Minnetonka, MN |
Q4 2025 |
586 |
$473.61M |
| Centric Wealth Management |
Chicago, IL |
Q4 2025 |
194 |
$472.06M |
| CFO4Life, L.P. |
Coppell, TX |
Q4 2022 |
176 |
$470.5M |
| CONTINENTAL GENERAL INSURANCE CO |
Austin, TX |
Q4 2025 |
7 |
$469.91M |
| Coyle Financial Counsel LLC |
Glenview, IL |
Q4 2025 |
114 |
$467.86M |
| Canal Insurance CO |
Greenville, SC |
Q1 2026 |
76 |
$465.4M |
| CYPRESS POINT INVESTMENT MANAGEMENT LP |
Mill Valley, CA |
Q4 2025 |
30 |
$465.04M |
| Cypress Point Wealth Management, LLC |
Dallas, TX |
Q1 2026 |
123 |
$464.27M |
| Castle Rock Wealth Management, LLC |
Walnut Creek, CA |
Q1 2026 |
262 |
$461.9M |
| CONTINENTAL GRAIN CO |
New York, NY |
Q4 2025 |
4 |
$459.1M |
| COMMUNITY FINANCIAL SYSTEM, INC. |
Syracuse, NY |
Q3 2014 |
381 |
$456.9M |
| CYPRESS ASSET MANAGEMENT INC/TX |
Houston, TX |
Q4 2025 |
105 |
$454.99M |
| Crusonia Wealth Advisors LLC |
Denver, CO |
Q4 2025 |
176 |
$454.23M |
| Compton Financial Group, LLC |
Towson, MD |
Q1 2026 |
71 |
$452.68M |
| Coulter & Justus Financial Services, LLC |
Knoxville, TN |
Q1 2024 |
93 |
$450.29M |
| Cannae Holdings, Inc. |
Las Vegas, NV |
Q1 2026 |
2 |
$449.45M |
| Compton Wealth Advisory Group, LLC |
Virginia Beach, VA |
Q1 2026 |
85 |
$449.01M |
| CHAPIN DAVIS, INC. |
Baltimore, MD |
Q1 2026 |
261 |
$448.61M |
| Context Partners Fund, L.P. |
La Jolla, CA |
Q3 2020 |
164 |
$448.32M |
| COLLECTIVE FAMILY OFFICE LLC |
York, PA |
Q1 2026 |
156 |
$444.25M |
| Coston, McIsaac & Partners |
Bar Harbor, ME |
Q1 2026 |
825 |
$443.06M |
| Centurion Wealth Management LLC |
Mclean, VA |
Q1 2026 |
307 |
$442.91M |
| CM WEALTH ADVISORS LLC |
Beachwood, OH |
Q4 2025 |
138 |
$442.56M |
| Capital Management Associates, Inc |
Minneapolis, MN |
Q1 2026 |
151 |
$442.3M |
| Credential Securities Inc. |
Vancouver |
Q2 2018 |
241 |
$440.44M |
| Crow's Nest Holdings LP |
Richmond, VA |
Q4 2025 |
9 |
$439.16M |
| CAPITAL CITY TRUST CO/FL |
Tallahassee, FL |
Q1 2026 |
114 |
$437.44M |
| Cornerstone Wealth Advisors, Inc. |
Edina, MN |
Q1 2026 |
49 |
$434.28M |
| Cincinnati Specialty Underwriters Insurance CO |
Fairfield, OH |
Q4 2025 |
38 |
$433.46M |
| Catalyst Funds Management Pty Ltd |
Sydney Nsw |
Q4 2025 |
330 |
$430.91M |
| Cornerstone Planning, LLC |
Charlotte, NC |
Q4 2025 |
131 |
$425.36M |
| CATAWBA CAPITAL MANAGEMENT /VA |
Roanoke, VA |
Q2 2018 |
210 |
$424.98M |
| Coalescence Partners Investment Management, LP |
New York, NY |
Q4 2025 |
12 |
$424.44M |
| Cubic Asset Management, LLC |
Boston, MA |
Q1 2024 |
202 |
$422.44M |
| Cordatus Wealth Management LLC |
Newtown, PA |
Q1 2026 |
164 |
$420.22M |
| CADENCE CAPITAL MANAGEMENT LLC |
Boston, MA |
Q3 2020 |
277 |
$414.67M |
| Centennial Wealth Advisory LLC |
Traverse City, MI |
Q1 2026 |
160 |
$412.99M |
| CLARK ESTATES INC/NY |
New York, NY |
Q4 2025 |
98 |
$412.1M |
| Coleford Investment Management Ltd. |
Toronto, Ontario, Canada (Federal Level) |
Q4 2025 |
22 |
$411.01M |
| CONCENTRIC WEALTH MANAGEMENT, LLC |
Lafayette, CA |
Q3 2024 |
133 |
$409.35M |
| Capco Asset Management, LLC |
Tampa, FL |
Q4 2025 |
28 |
$408.86M |
| Caitong International Asset Management Co., Ltd |
Hong Kong, Hong Kong |
Q4 2025 |
1,837 |
$408.15M |
| Colony Family Offices, LLC |
Charlotte, NC |
Q1 2026 |
62 |
$405.51M |
| COFG Advisors, LLC |
Oak Brook, IL |
Q4 2025 |
228 |
$404.9M |
| CARDEROCK CAPITAL MANAGEMENT INC |
Chevy Chase, MD |
Q1 2026 |
73 |
$404.81M |
| Compass Wealth Management LLC |
Guilford, CT |
Q1 2026 |
75 |
$404.55M |
| CLG LLC |
Long Beach, CA |
Q4 2025 |
143 |
$401.65M |
| CITIZENS & NORTHERN CORP |
Wellsboro, PA |
Q1 2026 |
119 |
$401M |
| Copperwynd Financial, LLC |
Scottsdale, AZ |
Q2 2025 |
156 |
$400.84M |
| CHANNEL WEALTH LLC |
Santa Barbara, CA |
Q4 2025 |
172 |
$395.01M |
| CARY STREET PARTNERS INVESTMENT ADVISORY LLC |
Richmond, VA |
Q1 2026 |
689 |
$391.54M |
| CWS Financial Advisors, LLC |
Kalamazoo, MI |
Q1 2026 |
157 |
$390.27M |
| Centre Asset Management, LLC |
New York, NY |
Q1 2025 |
70 |
$388.9M |
| CIC Wealth, LLC |
Rockville, MD |
Q3 2024 |
176 |
$387.03M |
| Core Wealth Advisors, Inc. |
Lakeland, FL |
Q4 2025 |
94 |
$385.4M |
| City State Bank |
Norwalk, IA |
Q1 2026 |
784 |
$385.3M |
| CIM INVESTMENT MANAGEMENT INC |
Pittsburgh, PA |
Q4 2025 |
246 |
$381.91M |
| Cerro Pacific Wealth Advisors LLC |
San Luis Obispo, CA |
Q1 2026 |
159 |
$381.22M |
| CONTRARIAN CAPITAL MANAGEMENT, L.L.C. |
Greenwich, CT |
Q4 2025 |
24 |
$379.67M |
| Corbenic Partners LLC |
Bethlehem, PA |
Q2 2022 |
208 |
$379.62M |
| Cardinal Strategic Wealth Guidance |
Louisville, KY |
Q1 2026 |
63 |
$379.2M |
| Cadent Capital Advisors, LLC |
Tulsa, OK |
Q1 2026 |
186 |
$378.04M |
| Carr Financial Group Corp |
Worcester, MA |
Q4 2025 |
179 |
$375.46M |
| Compass Advisory Group LLC |
Melville, NY |
Q1 2026 |
86 |
$373.72M |
| C Partners Holding GmbH |
Zurich |
Q4 2025 |
8 |
$371.73M |
| CAPITAL WEALTH MANAGEMENT, LLC |
W. Warwick, RI |
Q1 2026 |
34 |
$369.61M |
| CCG WEALTH MANAGEMENT, LLC |
San Diego, CA |
Q1 2026 |
136 |
$368.89M |
| Charles-Lim Capital Ltd |
Central, Hong Kong |
Q4 2025 |
7 |
$368.64M |
| Cape Ann Asset Management Ltd |
London |
Q4 2025 |
10 |
$367.63M |
| CENTRAL VALLEY ADVISORS, LLC |
Sacramento, CA |
Q1 2026 |
187 |
$366.49M |
| CV Advisors LLC |
Aventura, FL |
Q1 2026 |
46 |
$366.25M |
| Cordoba Advisory Partners LLC |
New York, NY |
Q1 2026 |
118 |
$361.87M |
| CYPRESS FINANCIAL PLANNING LLC |
Haddon Heights, NJ |
Q1 2026 |
99 |
$358.82M |
| CHASE INVESTMENT COUNSEL CORP |
Charlottesville, VA |
Q4 2025 |
131 |
$357.6M |
| Clean Yield Group |
Norwich, VT |
Q1 2026 |
384 |
$355.23M |
| Courage Miller Partners, LLC |
Norfolk, VA |
Q1 2026 |
92 |
$354.24M |
| Cypress Capital, LLC |
Franklin, TN |
Q1 2026 |
94 |
$351.31M |
| COLTON GROOME FINANCIAL ADVISORS, LLC |
Asheville, NC |
Q1 2026 |
137 |
$351.24M |
| Capital Innovations LLC |
Waukesha, WI |
Q4 2025 |
51 |
$351.19M |
| Columbia Bank |
Lake Oswego, OR |
Q1 2026 |
156 |
$350.38M |
| Cornerstone Retirement Group, Inc. |
Reno, NV |
Q3 2023 |
33 |
$349.76M |
| Carmel Capital Management L.L.C. |
Carmel, CA |
Q1 2026 |
25 |
$349.19M |
| Creative Capital Management Investments LLC |
San Diego, CA |
Q1 2026 |
324 |
$348.48M |
| CGC Financial Services, LLC |
Lake Oswego, OR |
Q1 2026 |
331 |
$346.06M |
| Ceeto Capital Group, LLC |
Coral Gables, FL |
Q4 2025 |
186 |
$342.64M |
| CONSILIO WEALTH ADVISORS, LLC |
Bellevue, WA |
Q1 2026 |
99 |
$342.29M |
| Claar Advisors LLC |
New York, NY |
Q4 2025 |
18 |
$342.15M |
| Covenant Partners, LLC |
Nashville, TN |
Q4 2025 |
135 |
$342.03M |
| Crown Wealth Group, LLC |
Charlotte, NC |
Q1 2026 |
145 |
$340.47M |
| Cornell Pochily Investment Advisors, Inc. |
Ithaca, NY |
Q1 2026 |
174 |
$340.45M |
| Core Alternative Capital |
Peachtree Corners, GA |
Q1 2026 |
205 |
$338.74M |
| Concentrum Wealth Management |
San Jose, CA |
Q1 2026 |
111 |
$338.63M |
| Crossingbridge Advisors, LLC |
Pleasantville, NY |
Q4 2025 |
105 |
$337.34M |
| Cove Private Wealth, LLC |
Oyster Bay Cove, NY |
Q4 2025 |
159 |
$335.84M |
| Chesapeake Wealth Management |
Williamsburg, VA |
Q4 2025 |
158 |
$335.73M |
| Cedar Wealth Management, LLC |
Walnut Creek, CA |
Q4 2025 |
233 |
$334.33M |
| CLARIS ADVISORS, LLC / MO / |
St. Louis, MO |
Q1 2026 |
70 |
$334.14M |
| Cutler Capital Management, LLC |
Worcester, MA |
Q4 2025 |
120 |
$334M |
| Carnick & Kubik, LLC |
Colorado Springs, CO |
Q1 2016 |
992 |
$332.54M |
| Court Place Advisors, LLC |
Ellicott City, MD |
Q3 2025 |
147 |
$332.15M |
| Comprehensive Financial Consultants Institutional, Inc. |
Bloomington, IN |
Q4 2025 |
189 |
$331.05M |
| Clear Perspective Advisors, LLC |
Aurora, IL |
Q4 2021 |
181 |
$329.45M |
| CLIENT 1ST ADVISORY GROUP, LLC |
Dunedin, FL |
Q1 2026 |
140 |
$328.86M |
| CLEARBRIDGE, LLC |
Baltimore, MD |
Q4 2018 |
88 |
$328.74M |
| COWA, LLC |
Tulsa, OK |
Q4 2025 |
152 |
$328.62M |
| CJM Wealth Advisers, Ltd. |
Falls Church, VA |
Q1 2026 |
72 |
$328.31M |
| Core Wealth Management, Inc. |
Jupiter, FL |
Q1 2026 |
40 |
$326.35M |
| Congress Park Capital LLC |
Saratoga Springs, NY |
Q1 2026 |
131 |
$325.71M |
| Cape Investment Advisory, Inc. |
Mcdonough, GA |
Q4 2025 |
1,308 |
$325.13M |
| Centerpoint Advisors, LLC |
Needham, MA |
Q4 2025 |
393 |
$325.06M |
| Cosmic Management, LLC |
West Hollywood, CA |
Q4 2025 |
4 |
$324.63M |
| CHERRYDALE WEALTH MANAGEMENT, LLC |
Hoboken, NJ |
Q1 2026 |
77 |
$323.67M |
| Bihua Chen |
Boston, MA |
Q4 2025 |
0 |
$323.03M |
| CLOVERFIELDS CAPITAL GROUP, LP |
Minneapolis, MN |
Q4 2025 |
90 |
$322.68M |
| Cavalier Investments, LLC |
Alpharetta, GA |
Q4 2025 |
60 |
$321.63M |
| CISCO SYSTEMS, INC. |
San Jose, CA |
Q1 2026 |
3 |
$317.1M |
| Chautauqua Capital Management |
Boulder, CO |
Q4 2015 |
26 |
$316.62M |
| Checkpoint Capital L.P. |
San Francisco, CA |
Q4 2025 |
6 |
$315.63M |
| Crestview Partners IV GP, L.P. |
New York, NY |
Q4 2025 |
2 |
$315.03M |
| CALIFORNIA FIRST LEASING CORP |
Newport Beach, CA |
Q1 2026 |
39 |
$312.05M |
| Crawford Fund Management, LLC |
Boston, MA |
Q4 2025 |
34 |
$311.95M |
| Cabot-Wellington, LLC |
Boston, MA |
Q4 2025 |
5 |
$311.83M |
| Catalys Pacific, LLC |
Tokyo |
Q4 2025 |
2 |
$310.54M |
| Commonwealth Retirement Investments LLC |
Richmond, VA |
Q4 2025 |
429 |
$310.41M |
| Compass Rose Asset Management, LP |
New York, NY |
Q4 2025 |
17 |
$310.33M |
| CONSOLIDATED CAPITAL MANAGEMENT, LLC |
Burbank, CA |
Q1 2026 |
74 |
$309.61M |
| CASTLE WEALTH MANAGEMENT LLC |
Boynton Beach, FL |
Q1 2026 |
132 |
$308.55M |
| Cederberg Capital Ltd |
London, United Kingdom |
Q4 2025 |
9 |
$307.98M |
| Concord Investment Counsel Inc. |
Irvine, CA |
Q4 2025 |
40 |
$307.94M |
| Crestmont Private Wealth LLC |
Houston, TX |
Q4 2025 |
95 |
$307.71M |
| Capital Planning LLC |
Bellevue, WA |
Q1 2026 |
82 |
$307.45M |
| Canopy Partners, LLC |
Cincinnati, OH |
Q4 2025 |
253 |
$306.95M |
| Cornerstone Financial Partners, LLC |
Huntersville, NC |
Q4 2017 |
129 |
$304.73M |
| CORA CAPITAL ADVISORS LLC |
Marlton, NJ |
Q1 2026 |
134 |
$302.05M |
| Ceros Financial Services Inc. |
Rockville, MD |
Q1 2019 |
189 |
$302.04M |
| Chiron Investment Management, LLC |
New York, NY |
Q4 2024 |
86 |
$300.27M |
| CORBYN INVESTMENT MANAGEMENT INC/MD |
Lutherville, MD |
Q1 2026 |
62 |
$300.21M |
| Caerus Investment Advisors, LLC |
West Lake Hills, TX |
Q4 2025 |
309 |
$299.53M |
| Corundum Group, Inc. |
Colorado Springs, CO |
Q1 2026 |
107 |
$299.2M |
| Copper Rock Capital Partners, LLC |
Boston, MA |
Q3 2020 |
54 |
$296.08M |
| CRCM LP |
San Francisco, CA |
Q4 2025 |
11 |
$295.99M |
| Cambridge Financial Group, LLC |
Tucson, AZ |
Q1 2026 |
168 |
$295.45M |
| Consilium Wealth Advisory, LLC |
Frisco, TX |
Q1 2026 |
102 |
$293.17M |
| Capital Investment Management, Inc. |
Lees Summit, MO |
Q1 2026 |
125 |
$291.17M |
| Cowen Prime Advisors LLC |
New York, NY |
Q2 2023 |
229 |
$290.36M |
| Carlton Hofferkamp & Jenks Wealth Management, LLC |
The Woodlands, TX |
Q1 2026 |
142 |
$289.84M |
| Chaney Capital Management, Inc. |
Lynnwood, WA |
Q4 2025 |
39 |
$289.77M |
| Costello Asset Management, INC |
Feasterville, PA |
Q1 2026 |
685 |
$289.23M |
| CONCORD ASSET MANAGEMENT LLC |
Chicago, IL |
Q4 2014 |
56 |
$288.42M |
| CPA Asset Management Group, LLC |
West Palm Beach, FL |
Q4 2025 |
106 |
$284.97M |
| Collaborative Wealth Managment Inc. |
Lake Mary, FL |
Q4 2025 |
239 |
$283.73M |
| Carlson Capital, L.P. |
Dallas, TX |
Q4 2025 |
62 |
$282.85M |
| CURIO WEALTH, LLC |
Annapolis, MD |
Q4 2025 |
462 |
$282.27M |
| Corigliano Investment Advisers, LLC |
Raleigh, NC |
Q4 2025 |
41 |
$281.5M |
| Clarity Capital Partners LLC |
Newport Beach, CA |
Q2 2025 |
108 |
$279.42M |
| CLINTON GROUP INC |
New York, NY |
Q3 2018 |
180 |
$279.29M |
| Colonial River Investments, LLC |
Midlothian, VA |
Q1 2026 |
229 |
$279.19M |
| Clarus Group, Inc. |
Houston, TX |
Q1 2026 |
113 |
$278.96M |
| CRITERIA CAIXA, S.A.U. |
Barcelona, Spain |
Q4 2025 |
8 |
$278.01M |
| Centerline Wealth Advisors, LLC |
Louisville, KY |
Q1 2026 |
73 |
$278M |
| Carmel Capital Partners, LLC |
San Diego, CA |
Q1 2026 |
118 |
$277.06M |
| Cowen Prime Services LLC |
New York, NY |
Q2 2021 |
167 |
$275.68M |
| Cassady Schiller Wealth Management, LLC |
Cincinnati, OH |
Q4 2024 |
1,142 |
$272.6M |
| Congruence Capital, LLC |
Los Angeles, CA |
Q4 2025 |
30 |
$271.93M |
| Cornerstone National Bank & Trust Co |
Palatine, IL |
Q1 2026 |
209 |
$271.42M |
| Carmichael Hill & Associates, Inc. |
Gaithersburg, MD |
Q3 2024 |
663 |
$270.57M |
| CEDRUS LLC |
Littleton, CO |
Q3 2024 |
182 |
$269.87M |
| Christopher J. Hasenberg, Inc |
Eau Claire, WI |
Q2 2025 |
228 |
$269.05M |
| Colorado Capital Management, Inc. |
Boulder, CO |
Q1 2026 |
105 |
$268.22M |
| CG Asset Management LLC |
New York, NY |
Q4 2016 |
138 |
$268.06M |
| Capital Directions Investment Advisors, LLC |
Atlanta, GA |
Q4 2022 |
237 |
$267.96M |
| CURA WEALTH ADVISORS, LLC |
Chicago, IL |
Q4 2025 |
141 |
$263.81M |
| Cherokee Insurance Co |
Sterling Heights, MI |
Q1 2026 |
121 |
$263.46M |
| Camarda Financial Advisors, LLC |
Fleming Island, FL |
Q4 2025 |
102 |
$262.69M |
| Cambridge Financial Group, Inc. |
Columbus, OH |
Q4 2025 |
33 |
$261.8M |
| CEDAR HILL ASSOCIATES, LLC |
Chicago, IL |
Q4 2018 |
108 |
$261.02M |
| CRUX WEALTH ADVISORS |
Long Beach, CA |
Q1 2026 |
179 |
$260.24M |
| COMPASS CAPITAL CORP /MA/ /ADV |
Braintree, MA |
Q4 2025 |
187 |
$259.51M |
| CEERA INVESTMENTS, LLC |
Bellaire, TX |
Q4 2025 |
87 |
$258.89M |
| CONTINUUM WEALTH ADVISORS, LLC |
Saratoga Springs, NY |
Q4 2025 |
78 |
$258.85M |
| Codex Capital Asset Management L.L.C. |
Dallas, TX |
Q1 2026 |
31 |
$258.62M |
| Carroll Advisory Group, LLC |
Texarkana, TX |
Q1 2026 |
67 |
$257.55M |
| COLUMBIA PARTNERS L.L.C. INVESTMENT MANAGEMENT |
Alexandria, VA |
Q4 2018 |
114 |
$257.03M |
| CUMBERLAND ADVISORS INC |
Sarasota, FL |
Q1 2026 |
48 |
$255.5M |
| Choice Wealth Advisors LLC |
Waterville, ME |
Q1 2026 |
35 |
$254.79M |
| Crossvault Capital Management LLC |
San Antonio, TX |
Q2 2022 |
74 |
$254.16M |
| CLEARARC CAPITAL INC |
Cincinnati, OH |
Q4 2019 |
301 |
$252.82M |
| Carnegie Lake Advisors LLC |
Princeton, NJ |
Q1 2026 |
166 |
$251.72M |
| Centennial Bank/AR/ |
Conway, AR |
Q4 2025 |
341 |
$251.56M |
| Claraphi Advisory Network, LLC |
Aliso Viejo, United States |
Q4 2022 |
157 |
$251.11M |
| CAPITAL RESEARCH & MANAGEMENT CO |
Los Angeles, CA |
Q4 2025 |
0 |
$250.12M |
| Concorde Asset Management, LLC |
Ann Arbor, MI |
Q4 2025 |
241 |
$250M |
| Chicago Wealth Management, Inc. |
Chicago, IL |
Q4 2025 |
53 |
$248.83M |
| Cordant, Inc. |
Portland, OR |
Q1 2026 |
73 |
$246.36M |
| COOPER INVESTORS PTY LTD |
Melbourne, Victoria, Australia |
Q1 2026 |
42 |
$245.33M |
| CNB Bank |
Clearfield, PA |
Q4 2025 |
507 |
$244.35M |
| Cresta Advisors, Ltd. |
Laredo, TX |
Q1 2026 |
53 |
$244.21M |
| Creekside Partners |
Petaluma, CA |
Q1 2026 |
183 |
$242.86M |
| Compass Wealth Management, LLC/GA |
Atlanta, GA |
Q4 2025 |
66 |
$242.84M |
| Condorcet Global Opportunity Fund, LLC |
New York, NY |
Q4 2014 |
32 |
$241.94M |
| Carolina Wealth Advisors, LLC |
Myrtle Beach, SC |
Q1 2026 |
277 |
$240.14M |
| Cascades Capital Asset Management, LLC |
Greensboro, NC |
Q4 2025 |
165 |
$238.91M |
| CAPSTONE WEALTH MANAGEMENT GROUP, LLC |
Dunmore, PA |
Q1 2026 |
97 |
$238.75M |
| CYNOSURE ADVISORS, LLC |
Salt Lake City, UT |
Q3 2018 |
13 |
$238.42M |
| CHI Advisors LLC |
New York, NY |
Q3 2023 |
26 |
$238.06M |
| CWH Capital Management, Inc. |
Spokane, WA |
Q4 2020 |
92 |
$237.99M |
| CALDWELL SUTTER CAPITAL, INC. |
Sausalito, CA |
Q4 2025 |
875 |
$235.88M |
| CONWAY CAPITAL MANAGEMENT, INC. |
Burbank, CA |
Q4 2025 |
44 |
$235.72M |
| Clarus Wealth Advisors |
Peoria, AZ |
Q1 2026 |
88 |
$234.55M |
| Capital Wealth Alliance, LLC |
Scottsdale, AZ |
Q4 2025 |
87 |
$234.05M |
| Clear Rock Advisors, LLC |
Kerrville, TX |
Q2 2024 |
70 |
$234.04M |
| Christensen, King & Associates Investment Services, Inc. |
Richland, WA |
Q1 2026 |
105 |
$233.08M |
| CPV Partners, LLC |
Stamford, CT |
Q4 2025 |
4 |
$232.8M |
| CHELSEA COUNSEL CO |
Woodland Hills, CA |
Q1 2026 |
237 |
$232.76M |
| CAMBRIDGE CAPITAL MANAGEMENT, LLC |
O'fallon, IL |
Q1 2026 |
44 |
$232.12M |
| Cottage Street Advisors LLC |
Marion, MA |
Q1 2026 |
138 |
$231.15M |
| Cupps Capital Management, LLC |
Chicago, IL |
Q3 2016 |
177 |
$231M |
| Compass Financial Services Inc |
West Des Moines, IA |
Q1 2026 |
56 |
$230.87M |
| Corecam Pte. Ltd. |
Singapore |
Q1 2026 |
65 |
$230.7M |
| Citrine Capital LLC |
San Francisco, CA |
Q1 2026 |
58 |
$230.65M |
| Cherry Creek Investment Advisors, Inc. |
Englewood, CO |
Q1 2026 |
124 |
$230.12M |
| CARL STUART INVESTMENT ADVISOR, INC |
Austin, TX |
Q1 2026 |
27 |
$228.91M |
| Chris Bulman Inc |
Roseville, CA |
Q1 2026 |
150 |
$228.3M |
| Client First Capital LLC |
San Diego, CA |
Q1 2026 |
26 |
$227.39M |
| Cane Capital Partners, LLC |
Saint Francisville, LA |
Q1 2026 |
121 |
$226.62M |
| Compass Financial Group, Inc. |
Deerfield Beach, FL |
Q4 2025 |
48 |
$226.58M |
| COBALT CAPITAL MANAGEMENT, INC. |
Short Hills, NJ |
Q4 2025 |
28 |
$225.93M |
| Catawba River Capital |
Lake Wylie, SC |
Q4 2025 |
22 |
$224.79M |
| Carl P. Sherr & Co., LLC |
Worcester, MA |
Q4 2025 |
127 |
$224.04M |
| Cobblestone Asset Management LLC |
Richmond, VA |
Q1 2026 |
73 |
$222.39M |
| Core Wealth Partners LLC |
Santa Rosa, CA |
Q4 2025 |
173 |
$222.05M |
| Columbia Trust Co 01012016 |
Portland, OR |
Q4 2023 |
145 |
$221.39M |
| CASTLEKEEP INVESTMENT ADVISORS LLC |
Westport, CT |
Q4 2025 |
90 |
$220.92M |
| COOPER/HAIMS ADVISORS, LLC |
Victor, NY |
Q4 2025 |
99 |
$219.99M |
| Cascade Wealth Advisors, Inc |
Wenatchee, WA |
Q4 2025 |
57 |
$216.86M |
| CANNELL CAPITAL LLC |
Alta, WY |
Q4 2025 |
36 |
$216.42M |
| Cunning Capital Partners, LP |
Morrisville, NC |
Q4 2025 |
56 |
$216.13M |
| Cipher Capital LP |
New York, NY |
Q1 2024 |
411 |
$216.09M |
| Clarity Capital Advisors, LLC |
Lakewood Ranch, FL |
Q1 2026 |
95 |
$214.6M |
| Cardinal Point Wealth Management LLC |
Irvine, CA |
Q3 2021 |
42 |
$212.73M |
| C M BIDWELL & ASSOCIATES LTD |
Honolulu, HI |
Q4 2025 |
483 |
$211.77M |
| Cloud Capital Management, LLC |
Seattle, WA |
Q4 2025 |
103 |
$211.69M |
| CAAS CAPITAL MANAGEMENT LP |
New York, NY |
Q1 2025 |
173 |
$210.66M |
| Cohen Investment Advisors LLC |
Bedford, NH |
Q1 2026 |
79 |
$210.45M |
| CWC Advisors, LLC. |
Lake Oswego, OR |
Q1 2026 |
149 |
$210.12M |
| Coann Capital LLC |
Westport, CT |
Q4 2022 |
19 |
$210.04M |
| COLUMBUS POINT LLP |
London, United Kingdom |
Q3 2021 |
18 |
$210M |
| CMG Global Holdings, LLC |
Plano, TX |
Q1 2026 |
96 |
$209.92M |
| Carroll Investors, Inc |
Mt Pleasant, SC |
Q4 2025 |
31 |
$209.27M |
| CAMPBELL CAPITAL MANAGEMENT INC |
Miami, FL |
Q1 2026 |
31 |
$209.15M |
| Copperleaf Capital, LLC |
Concord, NC |
Q3 2025 |
114 |
$208.6M |
| Citadel Investment Advisory, Inc. |
Chesterland, OH |
Q1 2026 |
78 |
$208.38M |
| CROBAN |
Fremont, OH |
Q4 2025 |
82 |
$207.49M |
| CIBRA Capital Ltd |
London |
Q1 2026 |
25 |
$207.21M |
| Cadence Wealth Management LLC |
Westborough, MA |
Q4 2025 |
57 |
$207.15M |
| Chronos Wealth Management, LLC |
Clearwater, FL |
Q1 2026 |
38 |
$206.74M |
| CNA FINANCIAL CORP |
Chicago, IL |
Q4 2025 |
14 |
$205.76M |
| CANERECTOR INC |
Toronto, Ontario, Canada |
Q4 2025 |
9 |
$204.34M |
| Crestview Partners III GP, L.P. |
New York, NY |
Q4 2025 |
2 |
$203.57M |
| CORNERCAP INVESTMENT COUNSEL INC |
Atlanta, GA |
Q4 2025 |
151 |
$203M |
| CarsonAllaria Wealth Management, Ltd. |
Glen Carbon, IL |
Q1 2026 |
69 |
$202.42M |
| Chou Associates Management Inc. |
Toronto, Ontario, Canada |
Q4 2025 |
28 |
$201.55M |
| Center For Asset Management LLC |
Palm Beach Gardens, FL |
Q1 2026 |
144 |
$201.33M |
| Cairn Investment Group, Inc. |
Vancouver, WA |
Q1 2026 |
63 |
$201.17M |
| CORNERSTONE ENTERPRISES, LLC |
Appleton, WI |
Q1 2026 |
35 |
$201.07M |
| Coastwise Capital Group, LLC |
La Jolla, CA |
Q4 2025 |
226 |
$200.17M |
| Constitution Capital LLC |
Shelton, CT |
Q1 2026 |
61 |
$200.08M |
| Charter Capital Management, LLC\DE |
Brookfield, WI |
Q1 2026 |
70 |
$199.72M |
| Ciovacco Capital Management LLC |
Atlanta, GA |
Q4 2025 |
27 |
$199.65M |
| Crown Oak Advisors, LLC |
Piedmont, CA |
Q1 2026 |
23 |
$199.36M |
| CAPE ANN SAVINGS BANK |
Glocuster, MA |
Q1 2026 |
121 |
$199.02M |
| Cutler Group LLC / CA |
San Francisco, CA |
Q1 2024 |
842 |
$198.1M |
| Codex Capital, L.L.C. |
New York, NY |
Q1 2024 |
37 |
$197.56M |
| CINCINNATI CASUALTY CO |
Fairfield, OH |
Q4 2025 |
24 |
$197.08M |
| Chimera Capital Management LLC |
New York, NY |
Q1 2023 |
63 |
$196.83M |
| Cahill Wealth Management, LLC |
Portage, MI |
Q1 2025 |
49 |
$196.47M |
| CHB Investment Group, LLC |
New Hope, PA |
Q2 2025 |
69 |
$196.1M |
| Castleview Partners, LLC |
Dallas, TX |
Q1 2026 |
200 |
$195.08M |
| Clayton Financial Group LLC |
St. Louis, MO |
Q1 2026 |
614 |
$194.67M |
| Cassia Capital Partners, LLC |
Winston Salem, NC |
Q1 2026 |
67 |
$194.43M |
| CATAPULT CAPITAL MANAGEMENT LLC |
New York, NY |
Q3 2015 |
116 |
$193.46M |
| Carson Advisory Inc. |
Athens, GA |
Q4 2025 |
183 |
$192.42M |
| Client First Investment Management LLC |
West Bend, WI |
Q1 2026 |
16 |
$192.37M |
| CORRADO ADVISORS, LLC |
Ramsey, NJ |
Q1 2026 |
115 |
$191.68M |
| Chokshi & Queen Wealth Advisors, Inc |
San Diego, CA |
Q4 2025 |
46 |
$191.4M |
| Coign Capital Advisors LLC |
Draper, UT |
Q4 2025 |
81 |
$191.01M |
| Covestor Ltd |
London |
Q4 2025 |
2,207 |
$190.89M |
| C-J Advisory, Inc. |
San Jose, CA |
Q3 2021 |
34 |
$188.84M |
| CALIBER WEALTH MANAGEMENT, LLC |
Orem, UT |
Q1 2024 |
58 |
$188.03M |
| CLARK FINANCIAL SERVICES GROUP INC /BD |
Chesterfield, MO |
Q4 2025 |
102 |
$188.01M |
| Claris Financial LLC |
Glen Allen, VA |
Q4 2025 |
178 |
$187.96M |
| Cetera Trust Company, N.A |
St. Paul, MN |
Q4 2025 |
358 |
$186.95M |
| Capital Square, LLC |
Athens, TN |
Q4 2025 |
219 |
$186.93M |
| CLEARFIELD CAPITAL MANAGEMENT LP |
New York, NY |
Q4 2025 |
18 |
$185.12M |
| CoreFirst Bank & Trust |
Topeka, KS |
Q4 2025 |
300 |
$184.94M |
| CATALYST PRIVATE WEALTH, LLC |
San Mateo, CA |
Q1 2026 |
76 |
$184.62M |
| Cladis Investment Advisory, LLC |
Billings, MT |
Q4 2025 |
154 |
$182.68M |
| Cosner Financial Group, LLC |
Windsor, CO |
Q1 2026 |
34 |
$182.06M |
| CAPITAL FINANCIAL GROUP INC\CO\ /ADV |
Greenwood Village, CO |
Q1 2026 |
106 |
$182.04M |
| COLRAIN CAPITAL LLC |
Boston, MA |
Q4 2025 |
22 |
$181.95M |
| Capasso Planning Partners LLC |
Charleston, SC |
Q4 2025 |
74 |
$181.89M |
| Clarity Asset Management, Inc. |
Ames, IA |
Q4 2025 |
246 |
$181.7M |
| C V STARR & CO INC |
New York, NY |
Q4 2025 |
5 |
$180.39M |
| CrestPoint Capital Management, LLC |
Four Seasons, MO |
Q4 2017 |
184 |
$180.17M |
| CONSCIOUS WEALTH INVESTMENTS, LLC |
Coral Gables, GA |
Q1 2026 |
58 |
$179.52M |
| Councilmark Asset Management, LLC |
Knoxville, TN |
Q4 2025 |
83 |
$178.82M |
| Clear Perspectives Financial Planning, LLC |
Cincinnati, OH |
Q1 2023 |
196 |
$178.37M |
| Counterweight Ventures, LLC |
Wilmington, NC |
Q1 2026 |
80 |
$178.22M |
| Corsicana & Co. |
Corsicana, TX |
Q4 2025 |
259 |
$178.15M |
| Clay Northam Wealth Management, LLC |
Huntington Beach, CA |
Q1 2026 |
101 |
$178.09M |
| Cromwell Holdings LLC |
Jackson, WY |
Q1 2026 |
1,036 |
$177.77M |
| CAP Partners, LLC |
Franklin, TN |
Q1 2026 |
146 |
$177.05M |
| CNO Financial Group, Inc. |
Carmel, IN |
Q4 2025 |
10 |
$176.49M |
| Catamount Wealth Management |
Westport, CT |
Q1 2019 |
187 |
$175.69M |
| Crescent Park Management, L.P. |
East Palo Alto, CA |
Q4 2025 |
18 |
$175.5M |
| CenturyLink Investment Management Co |
Denver, CO |
Q1 2026 |
3 |
$174.86M |
| Claybrook Capital, LLC |
Wellesley, MA |
Q3 2023 |
138 |
$174.75M |
| Coordinated Financial Services, Inc. |
Denver, CO |
Q1 2026 |
175 |
$173.27M |
| Capital Today Evergreen Fund, L.P. |
Grand Cayman |
Q1 2026 |
3 |
$173.01M |
| Cribstone Capital Management, LLC |
Augusta, ME |
Q4 2022 |
413 |
$171.66M |
| CHANNING GLOBAL ADVISORS, LLC |
Miami, FL |
Q1 2026 |
47 |
$171.05M |
| Connective Capital Management, LLC |
Palo Alto, CA |
Q4 2025 |
57 |
$170.25M |
| Cyr Financial Inc. |
Hennepin, IL |
Q1 2026 |
58 |
$169.91M |
| Coombe, Bender & Co LLC |
Ellenville, NY |
Q2 2024 |
75 |
$169.81M |
| Comprehensive Wealth Management, LLC |
Lynnwood, WA |
Q4 2025 |
40 |
$169.52M |
| Closed-End Fund Advisors, Inc. |
Richmond, VA |
Q4 2025 |
185 |
$169.31M |
| Cascade Investment Advisors, Inc. |
Oregon City, OR |
Q1 2026 |
116 |
$168.91M |
| Crystal Rock Capital Management |
Bannockburn, IL |
Q1 2026 |
32 |
$168.44M |
| Code Waechter LLC |
Tampa, FL |
Q1 2026 |
118 |
$168.28M |
| Cria, Inc. |
New York, NY |
Q4 2025 |
2 |
$167.74M |
| CYBER HORNET ETFs LLC |
St. Petersburg, FL |
Q4 2025 |
512 |
$167.55M |
| Certus Wealth Management, LLC |
San Carlos, CA |
Q3 2025 |
58 |
$167.09M |
| Catherine Avery Investment Management LLC |
Longboat Key, FL |
Q4 2025 |
158 |
$166.97M |
| Civilization Ventures Management, LLC |
Belvedere Tiburon, CA |
Q4 2025 |
3 |
$166.01M |
| Clark Wealth Partners |
O'fallon, IL |
Q4 2025 |
559 |
$164.16M |
| Catalina Capital Group, LLC |
Torrance, CA |
Q1 2026 |
173 |
$163.14M |
| Columbia River Financial Group, LLC |
Vancouver, WA |
Q4 2025 |
54 |
$162.94M |
| Capstone Wealth Management Group LLC |
Bend, OR |
Q1 2026 |
123 |
$162.51M |
| Confluence Wealth Management LLC |
Portland, OR |
Q3 2020 |
114 |
$162.41M |
| CT Financial Advisors LLC |
Chadds Ford, PA |
Q1 2017 |
650 |
$162.16M |
| Collaborative Fund Advisors, LLC |
Reno, NV |
Q1 2026 |
160 |
$161.9M |
| Caldwell Investment Management Ltd. |
Toronto, Ontario, Canada |
Q4 2025 |
29 |
$161.84M |
| Copley Financial Group, Inc. |
San Diego, CA |
Q4 2025 |
112 |
$161.62M |
| Carter Financial Group, INC. |
Barrington, IL |
Q1 2026 |
126 |
$161.45M |
| Camelot Portfolios, LLC |
Maumee, OH |
Q4 2025 |
588 |
$161.29M |
| Cooper Capital Advisors LLC |
Encinitas, CA |
Q4 2025 |
42 |
$158.85M |
| Coastline Complete Wealth LLC |
Bluffton, SC |
Q4 2025 |
50 |
$158.8M |
| Crestwood Capital Management, L.P. |
New York, NY |
Q4 2025 |
13 |
$157.98M |
| Clearview Wealth Advisors LLC |
Salem, OR |
Q4 2025 |
103 |
$157.81M |
| CERTIOR FINANCIAL GROUP, LLC |
King Of Prussia, PA |
Q1 2026 |
130 |
$157M |
| COLUMBIA ADVISORY PARTNERS LLC |
Spokane, WA |
Q1 2026 |
92 |
$156.65M |
| Cedar Point Capital Partners, LLC |
Cedar Rapids, IA |
Q4 2025 |
69 |
$156.64M |
| CULTIVAR CAPITAL, INC. |
Denton, TX |
Q1 2026 |
46 |
$156.47M |
| CHRISTINE MESSMER PC |
Collegeville, PA |
Q1 2026 |
80 |
$156.4M |
| Compass Planning Associates Inc |
Greenfield, MA |
Q1 2026 |
30 |
$156.36M |
| CAPSTONE CAPITAL LLC |
Henderson, NV |
Q1 2026 |
22 |
$155.26M |
| Carlsbad Wealth Advisory Group, Inc. |
Carlsbad, CA |
Q2 2023 |
45 |
$155.1M |
| CONTINENTAL ADVISORS LLC |
Park City, UT |
Q4 2025 |
36 |
$154.17M |
| Creegan & Nassoura Financial Group, LLC |
Portsmouth, NH |
Q4 2025 |
78 |
$153.95M |
| Central Asset Investments & Management Holdings (HK) Ltd |
Hong Kong, Hong Kong |
Q4 2025 |
39 |
$153.82M |
| Chico Wealth RIA |
Chico, CA |
Q4 2025 |
33 |
$153.49M |
| Cassady Wealth & Retirement Planning, LLC |
Henderson, NV |
Q4 2025 |
97 |
$153.37M |
| CRITERION CAPITAL ADVISORS, LLC |
Nashville, TN |
Q4 2024 |
348 |
$153.18M |
| CITY NATIONAL BANK OF FLORIDA /MSD |
Miami, FL |
Q4 2025 |
130 |
$153.15M |
| Cravens & Co Advisors, LLC |
Cookeville, TN |
Q4 2025 |
63 |
$152.7M |
| Caitlin John, LLC |
Brighton, MI |
Q4 2025 |
933 |
$152.68M |
| Climber Capital SA |
Nyon, Switzerland |
Q1 2026 |
69 |
$152.64M |
| Comprehensive Money Management Services LLC |
Coral Gables, FL |
Q1 2026 |
193 |
$152.44M |
| CROWN ADVISORS MANAGEMENT, INC. |
Larkspur, CA |
Q4 2025 |
37 |
$152.02M |
| Cross Staff Investments Inc |
Pittsford, NY |
Q1 2026 |
128 |
$151.8M |
| CASPIAN CAPITAL LP |
New York, NY |
Q4 2025 |
11 |
$151.21M |
| CMT Capital Markets Trading GmbH |
Frankfurt, Germany |
Q4 2025 |
84 |
$151.08M |
| Crew Capital Management, Ltd |
Cincinnati, OH |
Q1 2026 |
109 |
$150.77M |
| Cox Capital Mgt LLC |
Andover, MA |
Q1 2026 |
73 |
$150.52M |
| CPR Investments Inc. |
Rochester, MI |
Q1 2026 |
51 |
$149.91M |
| CASCADE INVESTMENT GROUP, INC. |
Colorado Springs, CO |
Q4 2025 |
143 |
$149.83M |
| CHARTER RESEARCH & INVESTMENT GROUP, INC. |
Southport, CT |
Q4 2025 |
84 |
$149.69M |
| Collar Capital Management, LLC |
Appleton, WI |
Q4 2025 |
75 |
$149.66M |
| Community Bank of Raymore |
Raymore, MO |
Q1 2026 |
74 |
$149.34M |
| Chan Zuckerberg Initiative, LLC |
Redwood City, CA |
Q4 2025 |
3 |
$149.09M |
| CATHY PARETO & ASSOCIATES, INC |
Coral Gables, FL |
Q1 2026 |
96 |
$149.01M |
| CogentBlue Wealth Advisors, LLC |
Knoxville, TN |
Q1 2026 |
78 |
$148.75M |
| CARBONADO CAPITAL |
New York, NY |
Q4 2018 |
10 |
$148.75M |
| Clark & Stuart, Inc |
Portland, ME |
Q1 2026 |
49 |
$148.4M |
| COREPATH WEALTH PARTNERS LLC |
Scottsdale, AZ |
Q1 2026 |
41 |
$148.29M |
| Cleary Gull Holdings Inc. |
Milwaukee, WI |
Q1 2016 |
90 |
$147.62M |
| CBM Financial, LLC |
Austin, TX |
Q4 2025 |
16 |
$147.21M |
| CHAPMAN FINANCIAL GROUP, LLC |
Kailua, HI |
Q4 2025 |
256 |
$146.77M |
| Custos Family Office, LLC |
Austin, TX |
Q4 2025 |
60 |
$146.51M |
| Clearwave Capital, LLC |
Upland, CA |
Q1 2026 |
146 |
$146.26M |
| Chancellor Financial Group WB LP |
Wilkes Barre, PA |
Q4 2025 |
136 |
$146.14M |
| Copia Wealth Management |
Bend, OR |
Q1 2026 |
525 |
$145.52M |
| Comprehensive Financial Planning, Inc./PA |
East Petersburg, PA |
Q1 2026 |
384 |
$144.4M |
| Cornerstone Select Advisors, LLC |
St. Louis, MO |
Q4 2025 |
117 |
$144.11M |
| Cornerstone Wealth Partners, LLC |
Okemos, MI |
Q4 2025 |
20 |
$144.07M |
| Campion Asset Management |
Falls Church, VA |
Q4 2025 |
80 |
$144.04M |
| Capital Market Strategies LLC |
Palm Beach Gardens, FL |
Q2 2025 |
139 |
$143.8M |
| Capstone Wealth Management, LLC |
Tuscaloosa, AL |
Q1 2026 |
50 |
$143.42M |
| Cornerstone Financial Group, LLC /NE/ |
Omaha, NE |
Q4 2025 |
72 |
$143.27M |
| Copos Capital S.a r.l. |
Luxembourg |
Q4 2025 |
45 |
$143.16M |
| Chatterton & Associates Inc. |
Anaheim, CA |
Q1 2026 |
97 |
$142.7M |
| COTTONWOOD CAPITAL ADVISORS, LLC |
Salt Lake City, UT |
Q1 2026 |
86 |
$141.8M |
| Cannon Wealth Management Services, LLC |
Winston Salem, NC |
Q4 2025 |
83 |
$141.67M |
| CAPITAL ONE FINANCIAL CORP |
Mclean, VA |
Q1 2022 |
91 |
$141.39M |
| Constant Guidance Financial LLC |
Attleboro Falls, MA |
Q4 2025 |
48 |
$140.7M |
| Coordinating Investment Fiduciary of Raytheon Master Pension Trust |
Waltham, MA |
Q1 2019 |
4 |
$139.64M |
| Center for Wealth Management Advisory |
Milford, OH |
Q1 2026 |
62 |
$138.87M |
| CFC Planning Co LLC |
Cicero, IN |
Q1 2026 |
71 |
$138.58M |
| Chatham Asset Management, LLC |
Chatham, NJ |
Q3 2023 |
0 |
$138.58M |
| Cogent Private Wealth, Inc. |
Orlando, FL |
Q1 2026 |
98 |
$138.51M |
| Clayton Partners LLC |
Berkeley, CA |
Q4 2025 |
38 |
$138.46M |
| Cordasco Financial Network |
Naples, FL |
Q2 2022 |
581 |
$138.02M |
| Cooksen Wealth, LLC |
The Woodlands, TX |
Q1 2026 |
45 |
$137.69M |
| Compass Financial Group, Inc. (Ohio) |
Dublin, OH |
Q4 2025 |
47 |
$136.63M |
| CAMELOT TECHNOLOGY ADVISORS, INC. |
San Francisco, CA |
Q1 2026 |
57 |
$136.19M |
| CVS HEALTH Corp |
Woonsocket, RI |
Q4 2025 |
9 |
$135.32M |
| CornerStone Partners LLC |
Charlottesville, VA |
Q3 2020 |
9 |
$135.2M |
| Cannon Advisors, Inc. |
Charlotte, NC |
Q1 2026 |
87 |
$134.87M |
| Clearshares LLC |
New York, NY |
Q4 2021 |
38 |
$133.14M |
| Collier Financial |
Denver, CO |
Q4 2025 |
130 |
$133.13M |
| Centerpoint Advisory Group |
Overland Park, KS |
Q1 2026 |
108 |
$132.82M |
| Charter Oak Partners Management, L.P. |
Westport, CT |
Q3 2014 |
30 |
$132.71M |
| Crabel Capital Management, LLC |
Los Angeles, CA |
Q4 2025 |
48 |
$132.26M |
| Challenger Wealth Management |
Aliso Viejo, CA |
Q4 2025 |
63 |
$131.09M |
| Capital Squared Financial LLC |
Rockville, MD |
Q1 2026 |
85 |
$130.96M |
| Crocodile Capital Partners GmbH |
Ursensollen, Germany |
Q1 2026 |
12 |
$130.62M |
| Coordinated Financial Services, Inc./CO |
Denver, CO |
Q1 2025 |
137 |
$130.51M |
| Carbahal Olsen Financial Services Group, LLC |
Davis, CA |
Q4 2025 |
42 |
$130.26M |
| Cushing Capital Partners, LLC |
Delafield, WI |
Q1 2026 |
96 |
$130.12M |
| CORE WEALTH ADVISORS, LLC |
Indianapolis, IN |
Q1 2026 |
33 |
$130.06M |
| Castlefield Investment Partners LLP |
Manchester |
Q4 2025 |
36 |
$129.69M |
| Clifford Group, LLC |
Wayland, MA |
Q4 2025 |
76 |
$129.49M |
| Capstone Financial Group, Inc. |
Oklahoma City, OK |
Q3 2020 |
156 |
$129.39M |
| Concorde Financial Corp |
Dallas, TX |
Q4 2025 |
27 |
$129.01M |
| Clear Retirement Advice LLC |
San Mateo, CA |
Q1 2026 |
54 |
$127.37M |
| Creek Drive Management Group LLC |
San Francisco, CA |
Q4 2025 |
38 |
$127.09M |
| Custom Portfolio Group LLC |
Englewood, CO |
Q2 2024 |
236 |
$125.42M |
| Centricity Wealth Management, LLC |
Westerville, OH |
Q2 2025 |
429 |
$125.13M |
| Coquina Private Wealth LLC |
Port Charlotte, FL |
Q4 2025 |
90 |
$124.76M |
| Canandaigua National Trust Co of Florida |
Canandaigua, NY |
Q1 2026 |
108 |
$124.54M |
| Clarity Retirement & Wealth, LLC |
New Bedford, MA |
Q1 2026 |
26 |
$124M |
| Campbell Deegan Wealth Management, LLC |
Richmond, VA |
Q4 2025 |
46 |
$123.88M |
| Christian Investment Advisors, Inc. |
New Braunfels, TX |
Q4 2025 |
10 |
$123.39M |
| CenterStar Fund, LLC |
Chicago, IL |
Q4 2016 |
541 |
$123.09M |
| Corus Family Wealth Advisors |
Mckinney, TX |
Q1 2026 |
69 |
$122.8M |
| Clarity Wealth Development LLC |
Corvallis, OR |
Q1 2026 |
44 |
$122.51M |
| Chung Wu Investment Group, LLC |
Sugar Land, TX |
Q4 2025 |
263 |
$122.27M |
| CAMG Solamere Management, LLC |
Charlotte, NC |
Q3 2021 |
83 |
$121.8M |
| Chapman Investment Management, LLC |
San Anselmo, CA |
Q1 2026 |
26 |
$121.19M |
| CHESAPEAKE ASSET MANAGEMENT LLC |
New York, NY |
Q4 2025 |
336 |
$120.65M |
| Capelight Capital Asset Management LP |
New York, NY |
Q1 2026 |
28 |
$120.21M |
| CFO CAPITAL MANAGEMENT LLC |
Fairfield, CT |
Q1 2026 |
104 |
$120.12M |
| Cook & Bynum Capital Management, LLC |
Birmingham, AL |
Q4 2025 |
6 |
$119.66M |
| COMMONS CAPITAL, LLC |
Needham, MA |
Q1 2026 |
85 |
$119.6M |
| CHESAPEAKE CAPITAL CORP /IL/ |
Tampa, FL |
Q4 2025 |
158 |
$119.5M |
| Clio Asset Management LLC |
Charlottesville, VA |
Q1 2026 |
16 |
$119.32M |
| Cauble & Harre Wealth Management, Inc. |
Saint Louis, MO |
Q4 2025 |
70 |
$119.29M |
| CSat Investment Advisory, L.P. |
Detroit, MI |
Q1 2021 |
520 |
$119.08M |
| CYPRESS GROWTH FUND III LP |
Menlo Park, CA |
Q3 2021 |
32 |
$119.04M |
| Charter Oak Advisors LP |
New York City, NY |
Q4 2025 |
13 |
$118.97M |
| CM Management, LLC |
Gulf Breeze, FL |
Q4 2025 |
62 |
$118.61M |
| Clientfirst Wealth Management, LLC |
Little Rock, AR |
Q1 2026 |
50 |
$118.49M |
| C2C Wealth Management, LLC |
Scottsdale, AZ |
Q1 2026 |
92 |
$118.23M |
| Clarendon Private LLC |
Boston, MA |
Q4 2025 |
103 |
$117.95M |
| Cruiser Capital Advisors, LLC |
Stamford, CT |
Q4 2025 |
54 |
$117.4M |
| Clutterbuck Capital Management LLC |
Cleveland, OH |
Q4 2025 |
7 |
$116.86M |
| CONQUIS FINANCIAL LLC |
Milbrae, CA |
Q4 2025 |
66 |
$116.29M |
| CVI Holdings, LLC |
Wilmington, DE |
Q2 2024 |
144 |
$115.96M |
| Cassilly Financial Group LLC |
Severna Park, MD |
Q1 2026 |
64 |
$115.24M |
| Chicago Capital Management, LLC |
Chicago, IL |
Q1 2026 |
29 |
$114.87M |
| Charles River XIII GP, LLC |
Cambridge, MA |
Q2 2015 |
1 |
$114.8M |
| Capstone Wealth Management, Inc. |
Billings, MT |
Q4 2025 |
40 |
$114.12M |
| CDKV HOLDINGS LLC |
Denver, CO |
Q1 2026 |
275 |
$113.91M |
| CrossGen Wealth, LLC |
Greenville, NC |
Q1 2026 |
200 |
$113.87M |
| Cannon Capital Management, Inc. |
Salt Lake City, UT |
Q4 2025 |
27 |
$113.7M |
| CURTIS WEALTH MANAGEMENT LLC |
Henderson, NV |
Q4 2025 |
52 |
$113.59M |
| Carter Financial, LLC |
La Jolla, CA |
Q4 2025 |
24 |
$113.32M |
| Cooke Wealth Management, LLC |
Irvine, CA |
Q1 2026 |
37 |
$112.85M |
| Capital Developers, LLC |
Greenville, NC |
Q4 2025 |
50 |
$111.57M |
| Corecam AG |
Zurich |
Q1 2026 |
50 |
$111.33M |
| Cougar Global Investments Ltd |
Toronto, Ontario, Canada |
Q3 2020 |
18 |
$110.94M |
| Credit Capital Investments LLC |
Livingston, NJ |
Q1 2026 |
39 |
$110.17M |
| Candelo Capital Management LP |
New York, NY |
Q4 2025 |
26 |
$109.56M |
| CDC Financial, Inc. |
Chicago, IL |
Q4 2025 |
27 |
$108.22M |
| City Center Advisors, LLC |
Troy, MI |
Q1 2026 |
155 |
$108.17M |
| Clarion Wealth Managment Partners, LLC |
Fairfax, VA |
Q4 2025 |
81 |
$108.06M |
| Cypress Capital Management LLC (WY) |
Sheridan, WY |
Q4 2025 |
207 |
$107.67M |
| Centerline Investment Partners, LP |
New York, NY |
Q3 2014 |
31 |
$107.61M |
| CROFT-LEOMINSTER INC |
Baltimore, MD |
Q4 2017 |
66 |
$106.87M |
| Catalyst Wealth Management, LLC |
Atlanta, GA |
Q1 2023 |
120 |
$106.72M |
| Cornerstone Financial Management LLC |
Burlington, MA |
Q4 2025 |
1,239 |
$106.5M |
| Corient IA LLC |
Miami, FL |
Q4 2025 |
207 |
$106.3M |
| Coe Capital Management, LLC |
Highland Park, IL |
Q2 2021 |
109 |
$106.11M |
| Connecticut Capital Management Group, LLC |
Milford, CT |
Q1 2026 |
109 |
$105.85M |
| CDM FINANCIAL COUNSELING SERVICES, INC. |
Norwich, CT |
Q1 2026 |
80 |
$104.51M |
| Corre Partners Management, LLC |
New York, NY |
Q4 2025 |
3 |
$104.5M |
| CenterStar Asset Management, LLC |
Chicago, IL |
Q1 2026 |
87 |
$103.63M |
| Crescent Sterling, Ltd. |
Metairie, LA |
Q1 2026 |
80 |
$103.35M |
| Courant Investment Management LLC |
Franklin, TN |
Q1 2026 |
7 |
$102.41M |
| Curat Global, LLC |
Springfield, NH |
Q1 2026 |
264 |
$101.5M |
| Calder Financial LLC |
Downingtown, PA |
Q1 2026 |
39 |
$100.73M |
| Chapwood Capital Investment Management, LLC |
Plano, TX |
Q4 2019 |
70 |
$99.44M |
| Castle Ridge Investment Management LP |
Greenwich, CT |
Q3 2017 |
18 |
$98.41M |
| Capstone Capital Management Ltd |
Hong Kong |
Q1 2026 |
51 |
$98.05M |
| CHIRON CAPITAL MANAGEMENT, LLC |
Tallahassee, FL |
Q1 2026 |
117 |
$97.55M |
| COGENT STRATEGIC WEALTH LLC |
Chicago, IL |
Q1 2026 |
56 |
$97.3M |
| Crystalline Management Inc. |
Montreal, Quebec, Canada (Federal Level) |
Q3 2024 |
72 |
$97.08M |
| Corps Capital Advisors, LLC |
Southlake, TX |
Q4 2025 |
87 |
$96.62M |
| Clear Point Advisors Inc. |
Melville, NY |
Q1 2026 |
75 |
$94.16M |
| Charles Carroll Financial Partners, LLC |
Kingston, MA |
Q4 2023 |
38 |
$92.95M |
| Covey Capital Advisors, LLC |
Atlanta, GA |
Q2 2025 |
42 |
$92.91M |
| Conatus Capital Management LP |
Greenwich, CT |
Q4 2017 |
23 |
$92.26M |
| COLUMBIA CAPITAL LLC |
Fullerton, CA |
Q4 2014 |
96 |
$91.61M |
| Catalyst Investment Management LLC |
Windham, NH |
Q1 2026 |
65 |
$90.23M |
| CALDWELL & ORKIN INC |
Norcross, GA |
Q3 2017 |
58 |
$90.17M |
| Cedarwood Wealth LLC |
Highlands Ranch, CO |
Q4 2025 |
76 |
$89.75M |
| Circumference Group LLC |
Little Rock, AR |
Q4 2025 |
20 |
$89.68M |
| CARNEGIE MELLON UNIVERSITY |
Pittsburgh, PA |
Q4 2025 |
5 |
$89.3M |
| Capital Asset Managemnet, LLC |
Denver, CO |
Q1 2026 |
77 |
$88.82M |
| Corbin Capital Partners, L.P. |
New York, NY |
Q4 2024 |
26 |
$88.8M |
| Children's Medical Center Corp |
Boston, MA |
Q4 2025 |
1 |
$88.73M |
| Cypress Wealth Advisors LLC |
San Francisco, CA |
Q1 2019 |
80 |
$86.89M |
| Colter Lewis Investment Partners LLC |
Greenwich, CT |
Q4 2025 |
97 |
$86.46M |
| Cove Street Capital, LLC |
El Segundo, CA |
Q3 2025 |
96 |
$85.92M |
| Concourse Capital Management, LLC |
Atlanta, GA |
Q4 2019 |
21 |
$85.58M |
| CIF Asset Management Ltd |
Hong Kong, Hong Kong |
Q3 2021 |
9 |
$85.25M |
| CHARTIST INC /CA/ |
Seal Beach, CA |
Q4 2025 |
20 |
$85.08M |
| Capitol Family Office, Inc. |
Beaverton, OR |
Q1 2026 |
48 |
$84.69M |
| Cobler Capital Management, LLC |
Silver Lake, KS |
Q2 2025 |
45 |
$83.87M |
| Copperwood Asset Management LP |
Houston, TX |
Q4 2025 |
1 |
$83.34M |
| Capital Markets Trading UK LLP |
London, United Kingdom |
Q4 2025 |
73 |
$82.84M |
| Column Group LLC |
San Francisco, CA |
Q4 2025 |
5 |
$82.79M |
| CARL DOMINO INC |
West Palm Beach, FL |
Q3 2017 |
115 |
$81.96M |
| Centennial Advisors, LLC |
Austin, TX |
Q1 2026 |
83 |
$78.61M |
| Conrad N. Hilton Foundation |
Westlake Village, CA |
Q4 2025 |
1 |
$78.32M |
| CONTINENTAL INVESTORS SERVICES, INC. |
Longview, WA |
Q4 2025 |
72 |
$77.54M |
| COGNIOS BETA NEUTRAL LARGE CAP FUND, LP |
Prairie Village, KS |
Q1 2024 |
99 |
$76.73M |
| Canaan Partners XI LLC |
Menlo Park, CA |
Q1 2026 |
3 |
$76.07M |
| Chinook Capital Management |
Lake Oswego, OR |
Q4 2013 |
50 |
$75.55M |
| Canaan Partners X LLC |
Menlo Park, CA |
Q3 2023 |
2 |
$74.73M |
| Capital Financial Services, LLC |
Clifton Park, NY |
Q4 2022 |
79 |
$72.47M |
| COURAGE CAPITAL MANAGEMENT LLC |
Nashville, TN |
Q4 2025 |
13 |
$72.36M |
| Cider Mill Investments LP |
Greenwich, CT |
Q1 2019 |
24 |
$72.19M |
| COASTAL INVESTMENT MANAGEMENT, L.P. |
Los Angeles, CA |
Q3 2021 |
12 |
$71.8M |
| Covalis (Gibraltar) Ltd |
Midtown |
Q4 2025 |
3 |
$70.97M |
| Charles Schwab Trust Bank |
Henderson, NV |
Q4 2025 |
1 |
$68.53M |
| Charis Legacy Partners, LLC |
Bryan, TX |
Q1 2026 |
27 |
$68.38M |
| China-UAE Investment Cooperation Fund, L.P. |
George Town |
Q4 2025 |
1 |
$67.44M |
| CAPRIN ASSET MANAGEMENT LLC /ADV |
Henrico, VA |
Q4 2022 |
21 |
$64.08M |
| CLEAR INVESTMENT RESEARCH, LLC |
Alpharetta, GA |
Q1 2026 |
241 |
$63.89M |
| COLUMN GROUP II, LP |
San Francisco, CA |
Q3 2020 |
0 |
$63.54M |
| Capital CS Group, LLC |
Irvine, CA |
Q4 2025 |
57 |
$63.12M |
| Community Capital Management, LLC |
Plantation, FL |
Q3 2023 |
52 |
$62.84M |
| Coury Firm Asset Management LLC |
Pittsburgh, PA |
Q3 2023 |
48 |
$62.58M |
| CANTOR FITZGERALD & CO. |
New York, NY |
Q4 2025 |
0 |
$61.88M |