C2C Wealth Management, LLC |
Scottsdale, AZ |
Q3 2024 |
87 |
$107M |
C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors |
Westlake, OH |
Q3 2024 |
336 |
$1.18B |
CAAS CAPITAL MANAGEMENT LP |
New York, NY |
Q3 2024 |
97 |
$147M |
CABANA LLC |
Fayetteville, AR |
Q3 2024 |
12 |
$18M |
Cable Car Capital LLC |
San Francisco, CA |
Q3 2024 |
63 |
$92.8M |
Cable Hill Partners, LLC |
Portland, OR |
Q3 2024 |
237 |
$1.02B |
CABOT WEALTH MANAGEMENT INC |
Salem, MA |
Q3 2024 |
129 |
$800M |
Cabot-Wellington, LLC |
Boston, MA |
Q3 2024 |
4 |
$266M |
CacheTech Inc. |
Logan, UT |
Q3 2024 |
110 |
$466M |
CACTI ASSET MANAGEMENT LLC |
Atlanta, GA |
Q3 2024 |
77 |
$1.34B |
CADEN CAPITAL PARTNERS, LP |
Santa Monica, CA |
Q3 2024 |
14 |
$297M |
Cadence Bank |
Tupelo, MS |
Q3 2024 |
330 |
$1.45B |
CADENCE BANK NA |
Houston, TX |
Q3 2022 |
36 |
$16.1M |
CADENCE CAPITAL MANAGEMENT LLC |
Boston, MA |
Q3 2020 |
277 |
$415M |
Cadence Wealth Management LLC |
Westborough, MA |
Q3 2024 |
45 |
$123M |
Cadent Capital Advisors, LLC |
Tulsa, OK |
Q3 2024 |
154 |
$294M |
CADIAN CAPITAL MANAGEMENT, LP |
New York, NY |
Q3 2024 |
27 |
$1.95B |
CADINHA & CO LLC |
Honolulu, HI |
Q3 2024 |
100 |
$585M |
Caerus Global Investors LLC |
New York, NY |
Q3 2015 |
24 |
$24.5M |
Caerus Investment Advisors, LLC |
West Lake Hills, TX |
Q3 2024 |
30 |
$105M |
CAHABA WEALTH MANAGEMENT, INC. |
Atlanta, GA |
Q3 2024 |
151 |
$1.21B |
CAHILL FINANCIAL ADVISORS INC |
Edina, MN |
Q3 2024 |
253 |
$731M |
Cahill Wealth Management, LLC |
Portage, MI |
Q3 2024 |
50 |
$194M |
Cairn Investment Group, Inc. |
Vancouver, WA |
Q3 2024 |
67 |
$181M |
CAISSE DE DEPOT ET PLACEMENT DU QUEBEC |
Montreal, Quebec, Canada |
Q3 2024 |
495 |
$50.3B |
Caitlin John, LLC |
Brighton, MI |
Q3 2024 |
833 |
$153M |
Calamos Advisors LLC |
Naperville, IL |
Q3 2024 |
902 |
$21.3B |
Calamos Wealth Management LLC |
Naperville, IL |
Q3 2024 |
311 |
$1.95B |
Caldera Capital, LLC |
Dallas, TX |
Q1 2020 |
13 |
$18.2M |
Caldwell Investment Management Ltd. |
Toronto, Ontario, Canada |
Q3 2024 |
32 |
$143M |
CALDWELL & ORKIN INC |
Norcross, GA |
Q3 2017 |
58 |
$90.2M |
CALDWELL SUTTER CAPITAL, INC. |
Sausalito, CA |
Q3 2024 |
907 |
$215M |
CALEDONIA INVESTMENTS PLC |
London England, United Kingdom |
Q3 2024 |
14 |
$912M |
Caledonia (Private) Investments Pty Ltd |
Sydney Nsw, Australia |
Q3 2024 |
11 |
$6.88B |
CALIBER WEALTH MANAGEMENT, LLC |
Orem, UT |
Q1 2024 |
58 |
$188M |
CALIFORNIA FIRST LEASING CORP |
Newport Beach, CA |
Q3 2024 |
43 |
$230M |
CALIFORNIA PUBLIC EMPLOYEES RETIREMENT SYSTEM |
Sacramento, CA |
Q3 2024 |
1145 |
$143B |
CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM |
West Sacramento, CA |
Q3 2024 |
3075 |
$65.7B |
Caligan Partners LP |
New York, NY |
Q3 2024 |
12 |
$315M |
Calixto Global Investors, LP |
Coral Gables, FL |
Q3 2024 |
8 |
$42.1M |
Callahan Advisors, LLC |
Houston, TX |
Q3 2024 |
144 |
$1.03B |
Callan Capital, LLC |
La Jolla, CA |
Q3 2024 |
348 |
$1.43B |
Callan Family Office, LLC |
Radnor, PA |
Q3 2024 |
189 |
$595M |
Callodine Capital Management, LP |
Boston, MA |
Q3 2024 |
43 |
$480M |
Call To Action Foundation |
Salt Lake City, UT |
Q3 2024 |
1 |
$475M |
CALTON & ASSOCIATES, INC. |
Tampa, FL |
Q3 2024 |
241 |
$261M |
Calypso Capital Management, LP |
New York, NY |
Q4 2014 |
16 |
$14.7M |
Camarda Financial Advisors, LLC |
Fleming Island, FL |
Q3 2024 |
82 |
$267M |
Camber Capital Management LP |
Boston, MA |
Q3 2024 |
32 |
$2.57B |
CAMBIAR INVESTORS LLC |
Denver, CO |
Q3 2024 |
147 |
$2.6B |
Cambria Investment Management, L.P. |
Manhattan Beach, CA |
Q3 2024 |
332 |
$1.66B |
Cambrian Capital Limited Partnership |
San Francisco, CA |
Q4 2019 |
24 |
$49.4M |
Cambridge Advisors Inc. |
Omaha, NE |
Q3 2024 |
170 |
$458M |
CAMBRIDGE ASSOCIATES LLC /MA/ /ADV |
Boston, MA |
Q3 2024 |
64 |
$2.67B |
CAMBRIDGE ASSOCIATES LTD LLC/ENGLAND/ /ADV |
Boston, MA |
Q3 2015 |
2 |
$7.04M |
Cambridge Financial Group, Inc. |
Columbus, OH |
Q2 2024 |
33 |
$222M |
Cambridge Investment Research Advisors, Inc. |
Fairfield, IA |
Q3 2024 |
3408 |
$29.4B |
CAMBRIDGE TRUST CO |
Cambridge, MA |
Q1 2024 |
655 |
$2.64B |
CAMDEN ASSET MANAGEMENT L P /CA |
Los Angeles, CA |
Q3 2024 |
96 |
$3.81B |
CAMDEN NATIONAL BANK |
Camden, ME |
Q3 2024 |
168 |
$698M |
CAMDEN NATIONAL CORP |
Camden, ME |
Q1 2021 |
141 |
$502M |
Camelot Capital Partners, LLC |
Laguna Beach, CA |
Q3 2024 |
3 |
$394M |
Camelot Portfolios, LLC |
Maumee, OH |
Q3 2024 |
138 |
$102M |
CAMELOT TECHNOLOGY ADVISORS, INC. |
San Francisco, CA |
Q3 2024 |
60 |
$113M |
CAMG Solamere Management, LLC |
Charlotte, NC |
Q3 2021 |
83 |
$122M |
CAMPBELL CAPITAL MANAGEMENT INC |
Miami, FL |
Q3 2024 |
46 |
$252M |
Campbell & CO Investment Adviser LLC |
Baltimore, MD |
Q3 2024 |
1056 |
$1.34B |
CAMPBELL NEWMAN ASSET MANAGEMENT INC |
Milwaukee, WI |
Q3 2024 |
106 |
$1.33B |
Campbell Wealth Management |
Alexandria, VA |
Q3 2024 |
70 |
$1.12B |
Campion Asset Management |
Falls Church, VA |
Q3 2024 |
92 |
$136M |
Canaan Partners VIII LLC |
Westport, CT |
Q4 2019 |
2 |
$31M |
Canaan Partners VII LLC |
Westport, CT |
Q3 2017 |
1 |
$32.3M |
Canaan Partners XI LLC |
Menlo Park, CA |
Q3 2024 |
3 |
$118M |
Canaan Partners X LLC |
Menlo Park, CA |
Q3 2023 |
2 |
$74.7M |
CANADA LIFE ASSURANCE Co |
Winnipeg, Manitoba, Canada |
Q3 2024 |
2070 |
$57.4B |
CANADA PENSION PLAN INVESTMENT BOARD |
Toronto Ontario, Ontario, Canada |
Q3 2024 |
1319 |
$106B |
Canal Capital Management, LLC |
Richmond, VA |
Q3 2024 |
155 |
$626M |
Canal Insurance CO |
Greenville, SC |
Q3 2024 |
77 |
$426M |
CANANDAIGUA NATIONAL BANK & TRUST CO |
Canandaigua, NY |
Q3 2024 |
335 |
$1.05B |
CANANDAIGUA NATIONAL CORP |
Canandaigua, NY |
Q4 2022 |
251 |
$589M |
Canandaigua National Trust Co of Florida |
Canandaigua, NY |
Q3 2024 |
99 |
$116M |
Candelo Capital Management LP |
New York, NY |
Q3 2024 |
25 |
$155M |
Candlestick Capital Management LP |
Greenwich, CT |
Q3 2024 |
50 |
$2.44B |
Candlewood Investment Group, LP |
Rye, NY |
Q3 2018 |
2 |
$10.1M |
Candriam S.C.A. |
Strassen, Luxembourg, Luxembourg |
Q3 2024 |
689 |
$17.3B |
Cannae Holdings, Inc. |
Las Vegas, NV |
Q3 2024 |
5 |
$1.3B |
CANNELL CAPITAL LLC |
Alta, WY |
Q3 2024 |
48 |
$454M |
Cannell & Co. |
New York, NY |
Q4 2023 |
269 |
$3.15B |
Cannell & Spears LLC |
New York, NY |
Q3 2024 |
401 |
$5.08B |
Cannon Advisors, Inc. |
Charlotte, NC |
Q3 2024 |
71 |
$122M |
Cannon Financial Strategists, Inc. |
Athens, GA |
Q3 2024 |
98 |
$572M |
Cannon Global Investment Management, LLC |
Davie, FL |
Q3 2024 |
61 |
$41.8M |
Cannon Wealth Management Services, LLC |
Winston Salem, NC |
Q3 2024 |
86 |
$109M |
Canoe Financial LP |
Calgary, Alberta, Canada |
Q3 2024 |
90 |
$4.16B |
Canopy Partners, LLC |
Cincinnati, OH |
Q3 2024 |
210 |
$232M |
CANTILLON CAPITAL MANAGEMENT LLC |
New York, NY |
Q3 2024 |
38 |
$16.4B |
Canton Hathaway, LLC |
Providence, RI |
Q3 2024 |
248 |
$401M |
CANTOR FITZGERALD INVESTMENT ADVISORS L.P. |
New York, NY |
Q3 2024 |
186 |
$1.47B |
CANTOR FITZGERALD, L. P. |
New York, NY |
Q3 2024 |
194 |
$1.1B |
Canvas Wealth Advisors, LLC |
Shawnee, KS |
Q3 2024 |
178 |
$362M |
CANYON CAPITAL ADVISORS LLC |
Dallas, TX |
Q3 2024 |
16 |
$828M |
Capasso Planning Partners LLC |
Charleston, SC |
Q3 2024 |
148 |
$339M |
Capco Asset Management, LLC |
Tampa, FL |
Q3 2024 |
18 |
$433M |
Cape Ann Asset Management Ltd |
London, United Kingdom |
Q3 2024 |
6 |
$146M |
CAPE ANN SAVINGS BANK |
Glocuster, MA |
Q3 2024 |
89 |
$172M |
CAPE COD FIVE CENTS SAVINGS BANK |
Orleans, MA |
Q3 2024 |
189 |
$1.03B |
Cape Investment Advisory, Inc. |
Mcdonough, GA |
Q3 2024 |
956 |
$247M |
Capital Advantage, Inc. |
Walnut Creek, CA |
Q3 2024 |
49 |
$522M |
CAPITAL ADVISORS INC/OK |
Tulsa, OK |
Q3 2024 |
295 |
$4.99B |
Capital Advisors, Ltd. LLC |
Shaker Heights, OH |
Q3 2024 |
1338 |
$806M |
Capital Advisors Wealth Management, LLC |
Yakima, WA |
Q3 2024 |
167 |
$543M |
Capital Advisory Group Advisory Services, LLC |
Bloomington, MN |
Q3 2024 |
152 |
$251M |
Capital Analysts, LLC |
Fort Washington, PA |
Q3 2024 |
1316 |
$2.45B |
Capital Asset Advisory Services LLC |
Williamston, MI |
Q3 2024 |
317 |
$2B |
CAPITAL CITY TRUST CO/FL |
Tallahassee, FL |
Q3 2024 |
117 |
$403M |
CAPITAL COUNSEL LLC/NY |
New York, NY |
Q3 2024 |
55 |
$2.32B |
Capital CS Group, LLC |
Irvine, CA |
Q3 2024 |
63 |
$82.9M |
Capital Directions Investment Advisors, LLC |
Atlanta, GA |
Q4 2022 |
237 |
$268M |
Capital Financial Services, LLC |
Clifton Park, NY |
Q4 2022 |
79 |
$72.5M |
CAPITAL FUND MANAGEMENT S.A. |
Paris, France |
Q3 2024 |
672 |
$9B |
Capital Group Investment Management Pte. Ltd. |
Raffles Quay, Singapore |
Q3 2024 |
136 |
$497M |
Capital Group Private Client Services, Inc. |
Los Angeles, CA |
Q3 2024 |
265 |
$10.5B |
CAPITAL GROWTH MANAGEMENT LP |
Boston, MA |
Q3 2022 |
50 |
$761M |
CAPITAL GUARDIAN TRUST CO |
Los Angeles, CA |
Q2 2019 |
227 |
$7.42B |
Capital Impact Advisors, LLC |
Boston, MA |
Q3 2024 |
1 |
$3.16M |
CAPITAL INSIGHT PARTNERS, LLC |
Scottsdale, AZ |
Q3 2024 |
157 |
$571M |
Capital International, Inc./CA/ |
Los Angeles, CA |
Q3 2024 |
304 |
$7.93B |
Capital International Investors |
Los Angeles, CA |
Q3 2024 |
438 |
$521B |
CAPITAL INTERNATIONAL LTD /CA/ |
Los Angeles, CA |
Q3 2024 |
141 |
$2.32B |
Capital International Sarl |
Los Angeles, CA |
Q3 2024 |
275 |
$3.89B |
Capital Investment Advisors, LLC |
Atlanta, GA |
Q3 2024 |
666 |
$4.86B |
Capital Investment Advisory Services, LLC |
Raleigh, NC |
Q3 2024 |
979 |
$1.05B |
Capital Investment Counsel, Inc |
Raleigh, NC |
Q3 2024 |
226 |
$697M |
Capital Investment Counsel, LLC |
Denver, CO |
Q3 2024 |
125 |
$578M |
Capital Investment Services of America, Inc. |
Milwaukee, WI |
Q3 2024 |
75 |
$1.05B |
Capital Management Associates, Inc |
Minneapolis, MN |
Q3 2024 |
107 |
$245M |
CAPITAL MANAGEMENT ASSOCIATES /NY/ |
New York, NY |
Q3 2024 |
78 |
$89.8M |
CAPITAL MANAGEMENT CORP /VA |
Glen Allen, VA |
Q3 2024 |
79 |
$563M |
Capital Markets Trading UK LLP |
London, United Kingdom |
Q3 2024 |
87 |
$108M |
Capital Market Strategies LLC |
Palm Beach Gardens, FL |
Q3 2024 |
152 |
$166M |
CAPITAL ONE FINANCIAL CORP |
Mclean, VA |
Q1 2022 |
91 |
$141M |
CAPITAL ONE, NATIONAL ASSOCIATION |
New York, NY |
Q4 2019 |
314 |
$756M |
CAPITAL PERFORMANCE ADVISORS LLP |
Walnut Creek, CA |
Q3 2024 |
2894 |
$328M |
Capital Planning Advisors, LLC |
Roseville, CA |
Q3 2024 |
139 |
$662M |
Capital Planning LLC |
Bellevue, WA |
Q3 2024 |
87 |
$357M |
Capital Research Global Investors |
Los Angeles, CA |
Q3 2024 |
415 |
$481B |
Capital Returns Management, LLC |
Rye, NY |
Q3 2020 |
12 |
$38.7M |
Capital Square, LLC |
Chattanooga, TN |
Q3 2024 |
168 |
$165M |
Capital Today Evergreen Fund, L.P. |
Grand Cayman, Cayman Islands |
Q3 2024 |
3 |
$253M |
Capital Wealth Alliance, LLC |
Scottsdale, AZ |
Q3 2024 |
75 |
$172M |
CAPITAL WEALTH MANAGEMENT, LLC |
W. Warwick, RI |
Q3 2024 |
40 |
$233M |
Capital Wealth Planning, LLC |
Naples, FL |
Q3 2024 |
144 |
$10.7B |
Capital World Investors |
Los Angeles, CA |
Q3 2024 |
534 |
$645B |
Capital Z Partners Management, LLC |
New York, NY |
Q3 2017 |
1 |
$47.4M |
Capitol Family Office, Inc. |
Beaverton, OR |
Q3 2024 |
18 |
$80.7M |
Capitolis Liquid Global Markets LLC |
New York, NY |
Q3 2024 |
109 |
$9.43B |
CAP Partners, LLC |
Franklin, TN |
Q3 2024 |
130 |
$134M |
Capricorn Fund Managers Ltd |
London, United Kingdom |
Q3 2024 |
53 |
$148M |
Capricorn Investment Group LLC |
Palo Alto, CA |
Q3 2024 |
8 |
$406M |
CAPRIN ASSET MANAGEMENT LLC /ADV |
Henrico, VA |
Q4 2022 |
21 |
$64.1M |
Caprock Group, LLC |
Boise, ID |
Q3 2024 |
902 |
$2.75B |
CAPSTONE ASSET MANAGEMENT CO |
Houston, TX |
Q2 2017 |
1588 |
$3.6B |
CAPSTONE CAPITAL LLC |
Henderson, NV |
Q3 2024 |
25 |
$121M |
Capstone Financial Advisors, Inc. |
Downers Grove, IL |
Q3 2024 |
157 |
$1.63B |
Capstone Financial Group, Inc. |
Oklahoma City, OK |
Q3 2020 |
156 |
$129M |
CAPSTONE INVESTMENT ADVISORS, LLC |
New York, NY |
Q3 2024 |
833 |
$5.24B |
Capstone Investment Advisors (Netherlands), B.V. |
New York, NY |
Q2 2017 |
127 |
$28M |
Capstone Triton Financial Group, LLC |
Oklahoma City, OK |
Q3 2024 |
110 |
$156M |
CAPSTONE WEALTH MANAGEMENT GROUP, LLC |
Clarks Green, PA |
Q3 2024 |
71 |
$169M |
Caption Management, LLC |
Oklahoma City, OK |
Q3 2024 |
422 |
$932M |
CAPTRUST FINANCIAL ADVISORS |
Raleigh, NC |
Q3 2024 |
2289 |
$33.7B |
Capula Management Ltd |
Grand Cayman, Cayman Islands |
Q3 2024 |
285 |
$7.98B |
CapWealth Advisors, LLC |
Franklin, TN |
Q3 2024 |
108 |
$915M |
CARBONADO CAPITAL |
New York, NY |
Q4 2018 |
10 |
$149M |
Cardan Capital Partners, LLC |
Denver, CO |
Q3 2021 |
243 |
$893M |
Cardano Risk Management B.V. |
Rotterdam, Netherlands |
Q3 2024 |
19 |
$5.65B |
CARDEROCK CAPITAL MANAGEMENT INC |
Chevy Chase, MD |
Q3 2024 |
73 |
$424M |
CARDIFF PARK ADVISORS, LLC |
Carlsbad, CA |
Q3 2024 |
336 |
$1.1B |
Cardinal Capital Management |
Raleigh, NC |
Q3 2024 |
130 |
$643M |
Cardinal Capital Management, Inc. |
Winnipeg, Manitoba, Canada |
Q3 2024 |
58 |
$2.43B |
Cardinal Point Capital Management ULC |
Toronto, Ontario, Canada |
Q3 2024 |
83 |
$600M |
Cardinal Point Wealth Management LLC |
Irvine, CA |
Q3 2021 |
42 |
$213M |
Cardinal Strategic Wealth Guidance |
Louisville, KY |
Q3 2024 |
60 |
$305M |
CARL DOMINO INC |
West Palm Beach, FL |
Q3 2017 |
115 |
$82M |
Carl P. Sherr & Co., LLC |
Worcester, MA |
Q3 2024 |
114 |
$190M |
Carlsbad Wealth Advisory Group, Inc. |
Carlsbad, CA |
Q2 2023 |
45 |
$155M |
Carlson Capital, L.P. |
Dallas, TX |
Q3 2024 |
4 |
$166M |
Carlson Capital Management |
Northfield, MN |
Q3 2024 |
115 |
$2.36B |
CARL STUART INVESTMENT ADVISOR, INC |
Austin, TX |
Q3 2024 |
16 |
$178M |
Carlton Hofferkamp & Jenks Wealth Management, LLC |
The Woodlands, TX |
Q3 2024 |
138 |
$235M |
Carlyle Group Inc. |
Washington, DC |
Q3 2024 |
26 |
$954M |
Carmel Capital Management L.L.C. |
Carmel, CA |
Q3 2024 |
28 |
$267M |
Carmel Capital Partners, LLC |
San Diego, CA |
Q3 2024 |
167 |
$259M |
Carmichael Hill & Associates, Inc. |
Gaithersburg, MD |
Q3 2024 |
663 |
$271M |
Carmignac Gestion |
Paris, France |
Q3 2024 |
167 |
$5.99B |
Carnegie Investment Counsel |
Pepper Pike, OH |
Q3 2024 |
463 |
$3.4B |
Carnegie Lake Advisors LLC |
Princeton, NJ |
Q3 2024 |
157 |
$253M |
CARNEGIE MELLON UNIVERSITY |
Pittsburgh, PA |
Q3 2024 |
4 |
$96.9M |
Carnick & Kubik, LLC |
Colorado Springs, CO |
Q1 2016 |
992 |
$333M |
CAROLINAS WEALTH CONSULTING LLC |
Charlotte, NC |
Q3 2024 |
1052 |
$530M |
Carolina Wealth Advisors, LLC |
Myrtle Beach, SC |
Q3 2024 |
338 |
$197M |
Carrera Capital Advisors |
Troy, MI |
Q3 2024 |
108 |
$409M |
CARRET ASSET MANAGEMENT, LLC |
New York, NY |
Q3 2024 |
285 |
$922M |
Carr Financial Group Corp |
Worcester, MA |
Q3 2024 |
194 |
$335M |
Carrhae Capital LLP |
London, United Kingdom |
Q3 2024 |
22 |
$876M |
Carroll Financial Associates, Inc. |
Charlotte, NC |
Q4 2021 |
1600 |
$1.88B |
Carroll Investors, Inc |
Mt Pleasant, SC |
Q3 2024 |
30 |
$153M |
CARRONADE CAPITAL MANAGEMENT, LP |
Darien, CT |
Q3 2024 |
24 |
$373M |
Carson Advisory Inc. |
Athens, GA |
Q3 2024 |
177 |
$159M |
CarsonAllaria Wealth Management, Ltd. |
Glen Carbon, IL |
Q3 2024 |
395 |
$174M |
Cartenna Capital, LP |
Stamford, CT |
Q3 2024 |
34 |
$1.26B |
Carter Financial Group, INC. |
Barrington, IL |
Q1 2022 |
60 |
$74.6M |
Cartica Management, LLC |
Washington, DC |
Q1 2023 |
1 |
$20.9M |
CARY STREET PARTNERS ASSET MANAGEMENT LLC |
Richmond, VA |
Q3 2024 |
209 |
$757M |
CARY STREET PARTNERS INVESTMENT ADVISORY LLC |
Richmond, VA |
Q3 2024 |
763 |
$2.71B |
Casablanca Capital LP |
New York, NY |
Q4 2015 |
1 |
$11.4M |
Cascabel Management LP |
New York, NY |
Q3 2015 |
18 |
$4.06M |
Cascade Financial Partners, LLC |
San Diego, CA |
Q3 2024 |
238 |
$794M |
Cascade Investment Advisors, Inc. |
Oregon City, OR |
Q3 2024 |
111 |
$157M |
CASCADE INVESTMENT GROUP, INC. |
Colorado Springs, CO |
Q3 2024 |
129 |
$136M |
Cascades Capital Asset Management, LLC |
Greensboro, NC |
Q3 2024 |
101 |
$182M |
Cascade Wealth Advisors, Inc |
Wenatchee, WA |
Q3 2024 |
49 |
$140M |
Cascadia Advisory Services, LLC |
Portland, OR |
Q3 2021 |
246 |
$493M |
Casdin Capital, LLC |
New York, NY |
Q3 2024 |
35 |
$1.5B |
CAS Investment Partners, LLC |
Westport, CT |
Q3 2024 |
5 |
$1.51B |
CASPIAN CAPITAL LP |
New York, NY |
Q3 2024 |
5 |
$73.4M |
Cassaday & Co Inc. |
Mclean, VA |
Q4 2021 |
34 |
$1.06B |
Cassaday & Co Wealth Management LLC |
Mclean, VA |
Q3 2024 |
311 |
$3.54B |
Cassady Schiller Wealth Management, LLC |
Cincinnati, OH |
Q3 2024 |
463 |
$273M |
Cassia Capital Partners, LLC |
Winston Salem, NC |
Q3 2024 |
57 |
$151M |
Castellan Group |
Louisville, KY |
Q3 2024 |
59 |
$237M |
CastleArk Alternatives, LLC |
Chicago, IL |
Q3 2022 |
29 |
$11.7M |
CASTLEARK MANAGEMENT LLC |
Chicago, IL |
Q3 2024 |
272 |
$2.45B |
CASTLE CREEK CAPITAL PARTNERS IV, LP |
Rancho Santa Fe, CA |
Q3 2020 |
1 |
$28M |
Castle Creek Capital Partners VI, LP |
San Diego, CA |
Q3 2024 |
3 |
$140M |
Castle Financial & Retirement Planning Associates, Inc. |
Fair Haven, NJ |
Q4 2021 |
205 |
$29.3M |
Castle Hook Partners LP |
New York, NY |
Q3 2024 |
35 |
$3.34B |
CastleKnight Management LP |
New York, NY |
Q3 2024 |
322 |
$861M |
CASTLELAKE L.P. |
Minneapolis, MN |
Q3 2021 |
1 |
$48.5M |
Castle Ridge Investment Management LP |
Greenwich, CT |
Q3 2017 |
18 |
$98.4M |
CASTLEROCK ASSET MANAGEMENT INC |
New York, NY |
Q3 2014 |
23 |
$11.9M |
Castle Rock Wealth Management, LLC |
Walnut Creek, CA |
Q3 2024 |
242 |
$419M |
Castleton Investment Management LLC |
Stamford, CT |
Q3 2020 |
1 |
$10M |
Castleview Partners, LLC |
Dallas, TX |
Q3 2024 |
543 |
$173M |
CASTLE WEALTH MANAGEMENT LLC |
West Palm Beach, FL |
Q3 2024 |
121 |
$250M |
Catalina Capital Group, LLC |
Torrance, CA |
Q3 2024 |
347 |
$295M |
Catalys Pacific, LLC |
Tokyo, Japan |
Q3 2024 |
3 |
$125M |
Catalyst Capital Advisors LLC |
Huntington, NY |
Q3 2024 |
541 |
$4.44B |
CATALYST FINANCIAL PARTNERS LLC |
Boston, MA |
Q3 2024 |
273 |
$511M |
Catalyst Funds Management Pty Ltd |
Sydney Nsw, Australia |
Q3 2024 |
1268 |
$455M |
CATALYST PRIVATE WEALTH, LLC |
San Francisco, CA |
Q3 2024 |
82 |
$204M |
Catalyst Wealth Management, LLC |
Atlanta, GA |
Q1 2023 |
120 |
$107M |
Catalytic Wealth RIA, LLC |
Cambridge, MA |
Q3 2024 |
296 |
$573M |
Catamount Wealth Management |
Westport, CT |
Q1 2019 |
187 |
$176M |
CATAPULT CAPITAL MANAGEMENT LLC |
New York, NY |
Q3 2015 |
116 |
$193M |
CATAWBA CAPITAL MANAGEMENT /VA |
Roanoke, VA |
Q2 2018 |
210 |
$425M |
Catawba River Capital |
Lake Wylie, SC |
Q3 2024 |
18 |
$158M |
CAT ROCK CAPITAL MANAGEMENT LP |
Greenwich, CT |
Q3 2024 |
12 |
$883M |
Catterton Management Company, L.L.C. |
Greenwich, CT |
Q3 2024 |
5 |
$7.11B |
CAUSEWAY CAPITAL MANAGEMENT LLC |
Los Angeles, CA |
Q3 2024 |
97 |
$4.07B |
Cavalier Investments, LLC |
Alpharetta, GA |
Q3 2024 |
84 |
$326M |
Cavalry Management Group, LLC |
San Francisco, CA |
Q3 2024 |
16 |
$22.3M |
CAXTON ASSOCIATES LP |
New York, NY |
Q3 2024 |
510 |
$2.19B |
CAXTON CORP |
Princeton, NJ |
Q3 2024 |
12 |
$24.2M |
CAZ INVESTMENTS LP |
Houston, TX |
Q3 2024 |
36 |
$89.6M |
CBIZ Investment Advisory Services, LLC |
Independence, OH |
Q3 2024 |
403 |
$1.93B |
CBRE INVESTMENT MANAGEMENT LISTED REAL ASSETS LLC |
Radnor, PA |
Q3 2024 |
110 |
$6.29B |
CCG WEALTH MANAGEMENT, LLC |
San Diego, CA |
Q3 2024 |
72 |
$179M |
CCLA Investment Management |
London, United Kingdom |
Q3 2024 |
69 |
$6.25B |
CCM INVESTMENT ADVISERS LLC |
Columbia, SC |
Q3 2024 |
77 |
$897M |
CCMP Capital, LP |
New York, NY |
Q4 2015 |
3 |
$1.11B |
CDAM (UK) Ltd |
London, United Kingdom |
Q3 2024 |
10 |
$677M |
Cedar Brook Financial Partners, LLC |
Cleveland, OH |
Q3 2024 |
3 |
$698K |
CEDAR CAPITAL, LLC |
Barrington, IL |
Q3 2021 |
54 |
$54.9M |
CEDAR HILL ASSOCIATES, LLC |
Chicago, IL |
Q4 2018 |
108 |
$261M |
Cedar Mountain Advisors, LLC |
Lake Oswego, OR |
Q3 2024 |
332 |
$444M |
Cedar Point Capital Partners, LLC |
Cedar Rapids, IA |
Q3 2024 |
62 |
$146M |
Cedar Wealth Management, LLC |
Walnut Creek, CA |
Q3 2024 |
264 |
$322M |
Cederberg Capital Ltd |
London, United Kingdom |
Q3 2024 |
9 |
$386M |
CEDRUS LLC |
Littleton, CO |
Q3 2024 |
182 |
$270M |
CEERA INVESTMENTS, LLC |
Bellaire, TX |
Q3 2024 |
102 |
$265M |
Ceeto Capital Group, LLC |
Coral Gables, FL |
Q3 2024 |
173 |
$268M |
Centaur Capital Partners, L.P. |
Southlake, TX |
Q3 2018 |
17 |
$43.8M |
CENTAURUS FINANCIAL, INC. |
Anaheim, CA |
Q3 2024 |
836 |
$1.57B |
Centennial Bank/AR/ |
Conway, AR |
Q3 2024 |
320 |
$218M |
Centennial Wealth Advisory LLC |
Traverse City, MI |
Q3 2024 |
149 |
$257M |
CenterBook Partners LP |
Greenwich, CT |
Q3 2024 |
441 |
$1.63B |
Centerbridge Partners, L.P. |
New York, NY |
Q3 2024 |
9 |
$478M |
Center Coast Capital Advisors, LP |
Houston, TX |
Q4 2017 |
45 |
$3.72B |
Centered Wealth LLC dba Miller Equity Capital Advisors |
Irving, TX |
Q3 2024 |
56 |
$256M |
Center For Asset Management LLC |
Palm Beach Gardens, FL |
Q3 2024 |
121 |
$167M |
Center for Financial Planning, Inc. |
Southfied, MI |
Q3 2024 |
580 |
$737M |
Center Lake Capital Management, LLC |
West Palm Beach, FL |
Q3 2024 |
8 |
$45.8M |
Centerline Investment Partners, LP |
New York, NY |
Q3 2014 |
31 |
$108M |
Centerpoint Advisors, LLC |
Needham, MA |
Q3 2024 |
463 |
$288M |
CENTERSQUARE INVESTMENT MANAGEMENT LLC |
Conshohocken, PA |
Q3 2024 |
92 |
$10.7B |
CenterStar Asset Management, LLC |
Chicago, IL |
Q3 2024 |
46 |
$66.6M |
CenterStar Fund, LLC |
Chicago, IL |
Q4 2016 |
541 |
$123M |
Centerstone Investors, LLC |
New York, NY |
Q3 2024 |
26 |
$100M |
Centiva Capital, LP |
New York, NY |
Q3 2024 |
1509 |
$2.21B |
Central Asset Investments & Management Holdings (HK) Ltd |
Hong Kong, Hong Kong |
Q3 2024 |
34 |
$75.2M |
CENTRAL BANK & TRUST CO |
Lexington, KY |
Q3 2024 |
193 |
$725M |
Central Pacific Bank - Trust Division |
Honolulu, HI |
Q3 2024 |
861 |
$793M |
CENTRAL SECURITIES CORP |
New York, NY |
Q3 2024 |
27 |
$1.03B |
Central Square Management LLC |
Naperville, IL |
Q3 2016 |
16 |
$43.2M |
CENTRAL TRUST Co |
Jefferson City, MO |
Q3 2024 |
1426 |
$4.27B |
CENTRAL VALLEY ADVISORS, LLC |
Sacramento, CA |
Q3 2024 |
129 |
$177M |
Centre Asset Management, LLC |
New York, NY |
Q3 2024 |
58 |
$464M |
Centric Wealth Management |
Chicago, IL |
Q3 2024 |
172 |
$356M |
Centurion Wealth Management LLC |
Mclean, VA |
Q3 2024 |
217 |
$313M |
Century Capital Management, LLC |
Boston, MA |
Q2 2017 |
209 |
$581M |
CenturyLink Investment Management Co |
Denver, CO |
Q4 2022 |
1 |
$44.3M |
Cerberus Capital Management, L.P. |
New York, NY |
Q3 2024 |
4 |
$3.46B |
Cercano Management LLC |
Bellevue, WA |
Q3 2024 |
155 |
$4.18B |
Cerebellum GP, LLC |
San Francisco, CA |
Q3 2020 |
378 |
$21.5M |
Ceredex Value Advisors LLC |
Orlando, FL |
Q3 2024 |
154 |
$5.13B |
Cerity Partners LLC |
New York, NY |
Q3 2024 |
2526 |
$45.2B |
Cerity Partners OCIO LLC |
New York, NY |
Q3 2024 |
24 |
$1.24B |
Ceros Financial Services Inc. |
Rockville, MD |
Q1 2019 |
189 |
$302M |
Cerro Pacific Wealth Advisors LLC |
San Luis Obispo, CA |
Q3 2024 |
149 |
$259M |
Certares Management LLC |
New York, NY |
Q3 2024 |
1 |
$24.8M |
Certified Advisory Corp |
Altamonte Springs, FL |
Q3 2024 |
297 |
$903M |
CERTUITY, LLC |
North Palm Beach, FL |
Q3 2024 |
359 |
$925M |
Certus Wealth Management, LLC |
Redwood City, CA |
Q3 2024 |
51 |
$144M |
Cetera Investment Advisers |
Schaumburg, IL |
Q3 2024 |
3682 |
$45.7B |
Cetera Trust Company, N.A |
St. Paul, MN |
Q3 2024 |
400 |
$164M |
Cevian Capital II GP LTD |
St. Helier, Jersey |
Q3 2024 |
3 |
$3.18B |
CFM WEALTH PARTNERS LLC |
Austin, TX |
Q3 2024 |
143 |
$573M |
CFO4Life Group, LLC |
Coppell, TX |
Q3 2024 |
220 |
$565M |
CFO4Life, L.P. |
Coppell, TX |
Q4 2022 |
176 |
$471M |
CFS Investment Advisory Services, LLC |
Totowa, NJ |
Q3 2024 |
290 |
$1.19B |
CFS, LLC |
Oklahoma City, OK |
Q3 2016 |
1 |
$210K |
CG Asset Management LLC |
New York, NY |
Q4 2016 |
138 |
$268M |
CGC Financial Services, LLC |
Lake Oswego, OR |
Q3 2024 |
349 |
$249M |
CGM TRUST |
Boston, MA |
Q3 2020 |
46 |
$957M |
CGN Advisors LLC |
Manhattan, KS |
Q3 2024 |
276 |
$994M |
CGOV Asset Management |
Toronto, Ontario, Canada |
Q1 2018 |
49 |
$1.73B |
CHAI TRUST CO LLC |
Chicago, IL |
Q3 2024 |
12 |
$2.04B |
Champlain Investment Partners, LLC |
Burlington, VT |
Q3 2024 |
124 |
$16.5B |
Chandler Asset Management, Inc. |
San Diego, CA |
Q3 2024 |
24 |
$529M |
Chaney Capital Management, Inc. |
Lynnwood, WA |
Q3 2024 |
36 |
$178M |
CHANNEL WEALTH LLC |
Santa Barbara, CA |
Q3 2024 |
164 |
$304M |
Channing Capital Management, LLC |
Chicago, IL |
Q3 2024 |
108 |
$3.91B |
CHANNING GLOBAL ADVISORS, LLC |
Miami, FL |
Q3 2024 |
52 |
$119M |
Chanos & Co LP |
New York, NY |
Q3 2023 |
7 |
$3.87M |
Chan Zuckerberg Initiative, LLC |
Redwood City, CA |
Q3 2024 |
3 |
$410M |
CHAPIN DAVIS, INC. |
Baltimore, MD |
Q3 2024 |
232 |
$309M |
Chapman Investment Management, LLC |
San Anselmo, CA |
Q3 2024 |
31 |
$137M |
Chapwood Capital Investment Management, LLC |
Plano, TX |
Q4 2019 |
70 |
$99.4M |
Charles Carroll Financial Partners, LLC |
Kingston, MA |
Q4 2023 |
38 |
$93M |
Charles-Lim Capital Ltd |
Central, Hong Kong |
Q3 2024 |
5 |
$352M |
Charles River XIII GP, LLC |
Cambridge, MA |
Q2 2015 |
1 |
$115M |
CHARLES SCHWAB INVESTMENT MANAGEMENT INC |
San Francisco, CA |
Q3 2024 |
3501 |
$524B |
Charles Schwab Trust Bank |
Henderson, NV |
Q3 2024 |
1 |
$137M |
Charles Schwab Trust Co |
Henderson, NV |
Q3 2024 |
151 |
$1.16B |
CHARLES STEWART MOTT FOUNDATION |
Flint, MI |
Q3 2016 |
2 |
$4.73M |
Charter Oak Capital Management, LLC |
Portsmouth, NH |
Q3 2024 |
186 |
$1.07B |
Charter Oak Partners Management, L.P. |
Westport, CT |
Q3 2014 |
30 |
$133M |
CHARTER RESEARCH & INVESTMENT GROUP, INC. |
Southport, CT |
Q3 2024 |
84 |
$136M |
CHARTIST INC /CA/ |
Seal Beach, CA |
Q3 2024 |
25 |
$111M |
CHARTWELL INVESTMENT PARTNERS, LLC |
Berywn, PA |
Q3 2024 |
412 |
$2.91B |
CHARTWELL INVESTMENT PARTNERS/PA |
Berwyn, PA |
Q1 2014 |
341 |
$4.92B |
CHASE INVESTMENT COUNSEL CORP |
Charlottesville, VA |
Q3 2024 |
122 |
$300M |
CHATHAM CAPITAL GROUP, INC. |
Savannah, GA |
Q3 2024 |
195 |
$612M |
Chautauqua Capital Management |
Boulder, CO |
Q4 2015 |
26 |
$317M |
CHB Investment Group, LLC |
New Hope, PA |
Q3 2024 |
73 |
$188M |
Checchi Capital Advisers, LLC |
Beverly Hills, CA |
Q3 2024 |
577 |
$1.34B |
CHECK CAPITAL MANAGEMENT INC/CA |
Costa Mesa, CA |
Q3 2024 |
50 |
$1.4B |
Checkpoint Capital L.P. |
San Francisco, CA |
Q3 2024 |
16 |
$202M |
CHELSEA COUNSEL CO |
Los Angeles, CA |
Q3 2024 |
199 |
$203M |
CHEMICAL BANK |
Detroit, MI |
Q2 2019 |
348 |
$881M |
Chemistry Wealth Management LLC |
New York, NY |
Q3 2024 |
180 |
$418M |
CHEMUNG CANAL TRUST CO |
Elmira, NY |
Q3 2024 |
121 |
$494M |
Cherry Creek Investment Advisors, Inc. |
Englewood, CO |
Q3 2024 |
108 |
$194M |
CHERRYDALE WEALTH MANAGEMENT, LLC |
Hoboken, NJ |
Q3 2024 |
69 |
$245M |
Cherry Tree Wealth Management, LLC |
Minnetonka, MN |
Q3 2024 |
613 |
$422M |
CHESAPEAKE ASSET MANAGEMENT LLC |
New York, NY |
Q4 2019 |
44 |
$59M |
CHESAPEAKE CAPITAL CORP /IL/ |
Tampa, FL |
Q3 2024 |
170 |
$110M |
Chesapeake Wealth Management |
Williamsburg, VA |
Q3 2024 |
157 |
$293M |
Chescapmanager LLC |
Baltimore, MD |
Q3 2024 |
27 |
$595M |
Chesley Taft & Associates LLC |
Chicago, IL |
Q3 2024 |
323 |
$2.1B |
Chessman Wealth Strategies RIA |
Dallas, TX |
Q4 2019 |
1 |
$211K |
Cheviot Value Management, LLC |
Beverly Hills, CA |
Q3 2024 |
67 |
$530M |
Chevy Chase Trust Holdings, LLC |
Bethesda, MD |
Q3 2024 |
626 |
$32.6B |
Cheyne Capital Management (UK) LLP |
London, United Kingdom |
Q4 2023 |
15 |
$27.9M |
CHI Advisors LLC |
New York, NY |
Q3 2023 |
26 |
$238M |
Chicago Capital, LLC |
Chicago, IL |
Q3 2024 |
311 |
$3.6B |
Chicago Capital Management, LLC |
Chicago, IL |
Q3 2024 |
41 |
$131M |
CHICAGO EQUITY PARTNERS LLC |
Chicago, IL |
Q1 2020 |
647 |
$993M |
Chicago Partners Investment Group LLC |
Chicago, IL |
Q3 2024 |
795 |
$2.71B |
CHICAGO TRUST Co NA |
Grayslake, IL |
Q3 2024 |
356 |
$554M |
Chicago Wealth Management, Inc. |
Chicago, IL |
Q3 2024 |
49 |
$187M |
CHICKASAW CAPITAL MANAGEMENT LLC |
Memphis, TN |
Q3 2024 |
100 |
$2.34B |
Chico Wealth RIA |
Chico, CA |
Q3 2024 |
30 |
$117M |
CHILDRESS CAPITAL ADVISORS, LLC |
Houston, TX |
Q3 2024 |
231 |
$370M |
CHILTON CAPITAL MANAGEMENT LLC |
Houston, TX |
Q3 2024 |
642 |
$2.4B |
CHILTON INVESTMENT CO INC. |
Stamford, CT |
Q3 2024 |
192 |
$3.82B |
Chimera Capital Management LLC |
New York, NY |
Q1 2023 |
63 |
$197M |
China Universal Asset Management Co., Ltd. |
Shanghai, China |
Q3 2024 |
427 |
$907M |
Chinook Capital Management |
Lake Oswego, OR |
Q4 2013 |
50 |
$75.6M |
CHIRON CAPITAL MANAGEMENT, LLC |
Tallahassee, FL |
Q3 2024 |
119 |
$113M |
Chiron Investment Management, LLC |
New York, NY |
Q3 2024 |
91 |
$284M |
Choate Investment Advisors |
Boston, MA |
Q3 2024 |
383 |
$3.92B |
Choice Wealth Advisors, LLC |
Waterville, ME |
Q3 2024 |
30 |
$200M |
CHOREO, LLC |
Minneapolis, MN |
Q3 2024 |
1628 |
$6.78B |
Chou Associates Management Inc. |
Toronto, Ontario, Canada |
Q3 2024 |
32 |
$157M |
Chris Bulman Inc |
Roseville, CA |
Q3 2024 |
113 |
$147M |
Christensen, King & Associates Investment Services, Inc. |
Richland, WA |
Q3 2024 |
99 |
$212M |
Christopher J. Hasenberg, Inc |
Eau Claire, WI |
Q3 2024 |
174 |
$242M |
Chronos Wealth Management, LLC |
Clearwater, FL |
Q3 2024 |
41 |
$192M |
CHUBB CORP |
Warren, NJ |
Q4 2015 |
72 |
$1.24B |
Chubb Ltd |
Zurich, Switzerland |
Q4 2022 |
3 |
$29.9M |
CHURCHILL MANAGEMENT Corp |
Los Angeles, CA |
Q3 2024 |
145 |
$8.72B |
CIBC Asset Management Inc |
Toronto, Ontario, Canada |
Q3 2024 |
1211 |
$30.8B |
CIBC BANK USA |
Chicago, IL |
Q4 2019 |
272 |
$756M |
CIBC Private Wealth Group LLC |
Atlanta, GA |
Q3 2024 |
3102 |
$55.8B |
CIBC WORLD MARKET INC. |
Toronto, Ontario, Canada |
Q3 2024 |
1218 |
$44.4B |
CIBC WORLD MARKETS CORP |
New York, NY |
Q3 2024 |
694 |
$13.8B |
CIC Wealth, LLC |
Rockville, MD |
Q3 2024 |
176 |
$387M |
CIDEL ASSET MANAGEMENT INC |
Toronto, Ontario, Ontario, Canada |
Q3 2024 |
348 |
$1.42B |
Cider Mill Investments LP |
Greenwich, CT |
Q1 2019 |
24 |
$72.2M |
CIF Asset Management Ltd |
Hong Kong, Hong Kong |
Q3 2021 |
9 |
$85.2M |
CIGNA INVESTMENTS INC /NEW |
Bloomfield, CT |
Q3 2024 |
465 |
$563M |
CI INVESTMENTS INC. |
Toronto, Ontario, Canada |
Q3 2024 |
1266 |
$26.3B |
CIM INVESTMENT MANAGEMENT INC |
Pittsburgh, PA |
Q3 2024 |
254 |
$338M |
CIM, LLC |
Albany, NY |
Q2 2024 |
158 |
$574M |
CINCINNATI CASUALTY CO |
Fairfield, OH |
Q3 2024 |
24 |
$177M |
CINCINNATI FINANCIAL CORP |
Fairfield, OH |
Q3 2024 |
52 |
$4.64B |
CINCINNATI INDEMNITY CO |
Fairfield, OH |
Q3 2024 |
10 |
$40.8M |
CINCINNATI INSURANCE CO |
Fairfield, OH |
Q3 2024 |
62 |
$5.97B |
CINCINNATI LIFE INSURANCE CO |
Fairfield, OH |
Q3 2024 |
1 |
$67.5K |
Cincinnati Specialty Underwriters Insurance CO |
Fairfield, OH |
Q3 2024 |
39 |
$340M |
Cinctive Capital Management LP |
New York, NY |
Q3 2024 |
347 |
$1.74B |
CINQUE PARTNERS LLC |
Los Angeles, CA |
Q4 2015 |
21 |
$8.85M |
Ciovacco Capital Management LLC |
Atlanta, GA |
Q3 2024 |
28 |
$171M |
Cipher Capital LP |
New York, NY |
Q1 2024 |
411 |
$216M |
Circle Wealth Management, LLC |
Summit, NJ |
Q3 2024 |
213 |
$4.51B |
Circumference Group LLC |
Little Rock, AR |
Q3 2024 |
26 |
$95.4M |
CISCO SYSTEMS, INC. |
San Jose, CA |
Q3 2024 |
3 |
$437M |
CITADEL ADVISORS LLC |
Miami, FL |
Q3 2024 |
5708 |
$95.8B |
Citadel Investment Advisory, Inc. |
Chesterland, OH |
Q3 2024 |
81 |
$190M |
CITIGROUP INC |
New York, NY |
Q3 2024 |
4827 |
$108B |
Citizens Business Bank |
Ontario, CA |
Q3 2024 |
108 |
$478M |
CITIZENS FINANCIAL GROUP INC/RI |
Providence, RI |
Q3 2024 |
561 |
$4.97B |
Citizens National Bank Trust Department |
Meridian, MS |
Q3 2024 |
344 |
$475M |
CITIZENS & NORTHERN CORP |
Wellsboro, PA |
Q3 2024 |
126 |
$333M |
City Center Advisors, LLC |
Troy, MI |
Q3 2024 |
156 |
$90M |
City Financial Investment Co Ltd |
London, United Kingdom |
Q4 2018 |
116 |
$554M |
CITY HOLDING CO |
Charleston, WV |
Q3 2024 |
462 |
$720M |
CITY OF LONDON INVESTMENT MANAGEMENT CO LTD |
London, United Kingdom |
Q3 2024 |
85 |
$1.15B |
City State Bank |
Norwalk, IA |
Q3 2024 |
740 |
$274M |
C-J Advisory, Inc. |
San Jose, CA |
Q3 2021 |
34 |
$189M |
CJM Wealth Advisers, Ltd. |
Falls Church, VA |
Q3 2024 |
69 |
$292M |
CKW FINANCIAL GROUP |
Honolulu, HI |
Q3 2024 |
214 |
$827M |
Claar Advisors LLC |
New York, NY |
Q3 2024 |
20 |
$297M |
Cladis Investment Advisory, LLC |
Billings, MT |
Q3 2024 |
135 |
$144M |
Clal Insurance Enterprises Holdings Ltd |
Tel Aviv, Israel |
Q3 2024 |
116 |
$11.3B |
Claraphi Advisory Network, LLC |
Aliso Viejo, US |
Q4 2022 |
157 |
$251M |
Claremont Financial Group, Inc. |
Claremont, CA |
Q1 2022 |
34 |
$23.4M |
Claren Road Asset Management, LLC |
New York, NY |
Q3 2017 |
1 |
$891K |
Claret Asset Management Corp |
Montreal, Quebec, Canada |
Q3 2024 |
335 |
$611M |
CLARIS ADVISORS, LLC / MO / |
St. Louis, MO |
Q3 2024 |
1235 |
$231M |
Clarity Asset Management, Inc. |
Ames, IA |
Q3 2024 |
196 |
$144M |
Clarity Capital Advisors, LLC |
Lakewood Ranch, FL |
Q3 2024 |
79 |
$139M |
Clarity Capital Partners LLC |
Newport Beach, CA |
Q3 2024 |
128 |
$170M |
Clarity Financial LLC |
Houston, TX |
Q3 2024 |
153 |
$851M |
Clarity Wealth Advisors, LLC |
San Jose, CA |
Q3 2024 |
94 |
$344M |
Clarius Group, LLC |
Seattle, WA |
Q3 2024 |
453 |
$1.42B |
ClariVest Asset Management LLC |
San Diego, CA |
Q3 2024 |
844 |
$917M |
Clark Capital Management Group, Inc. |
Philadelphia, PA |
Q3 2024 |
397 |
$14.6B |
CLARK ESTATES INC/NY |
New York, NY |
Q3 2024 |
90 |
$537M |
CLARK FINANCIAL SERVICES GROUP INC /BD |
Chesterfield, MO |
Q3 2024 |
77 |
$110M |
Clarkston Capital Partners, LLC |
Bloomfield Hills, MI |
Q3 2024 |
153 |
$5.44B |
Claro Advisors LLC |
Boston, MA |
Q3 2024 |
510 |
$772M |
Clarus Group, Inc. |
Houston, TX |
Q3 2024 |
111 |
$237M |
Clarus Wealth Advisors |
Peoria, AZ |
Q3 2024 |
134 |
$196M |
Claybrook Capital, LLC |
Wellesley, MA |
Q3 2023 |
138 |
$175M |
Clay Northam Wealth Management, LLC |
Huntington Beach, CA |
Q2 2024 |
87 |
$132M |
Clayton, Dubilier & Rice, LLC |
New York, NY |
Q3 2024 |
4 |
$402M |
Clayton Financial Group LLC |
St. Louis, MO |
Q3 2024 |
123 |
$267M |
Clayton Partners LLC |
Berkeley, CA |
Q3 2024 |
37 |
$139M |
Clean Energy Transition LLP |
London, United Kingdom |
Q3 2024 |
11 |
$902M |
Clean Yield Group |
Norwich, VT |
Q3 2024 |
469 |
$315M |
ClearAlpha Technologies LP |
Greenwich, CT |
Q3 2024 |
208 |
$234M |
CLEARARC CAPITAL INC |
Cincinnati, OH |
Q4 2019 |
301 |
$253M |
Clearbridge Investments, LLC |
New York, NY |
Q3 2024 |
710 |
$127B |
ClearBridge Investments Ltd |
Sydney, Australia |
Q3 2024 |
26 |
$3.92B |
CLEARBRIDGE, LLC |
Baltimore, MD |
Q4 2018 |
88 |
$329M |
Clear Creek Financial Management, LLC |
Silverdale, WA |
Q3 2024 |
458 |
$883M |
CLEARFIELD CAPITAL MANAGEMENT LP |
New York, NY |
Q3 2024 |
5 |
$161M |
Clear Harbor Asset Management, LLC |
Stamford, CT |
Q3 2024 |
357 |
$1.22B |
CLEAR INVESTMENT RESEARCH, LLC |
Alpharetta, GA |
Q3 2024 |
223 |
$76.9M |
CLEARLAKE CAPITAL GROUP, L.P. |
Santa Monica, CA |
Q3 2024 |
6 |
$1.31B |
Clearline Capital LP |
New York, NY |
Q3 2024 |
140 |
$1.13B |
Clear Perspective Advisors, LLC |
Aurora, IL |
Q4 2021 |
181 |
$329M |
Clear Perspectives Financial Planning, LLC |
Cincinnati, OH |
Q1 2023 |
196 |
$178M |
Clear Point Advisors Inc. |
Melville, NY |
Q3 2024 |
572 |
$129M |
Clear Rock Advisors, LLC |
Kerrville, TX |
Q2 2024 |
70 |
$234M |
Clearshares LLC |
New York, NY |
Q4 2021 |
38 |
$133M |
Clearstead Advisors, LLC |
Cleveland, OH |
Q3 2024 |
2036 |
$6.45B |
Clearstead Trust, LLC |
Portland, ME |
Q3 2024 |
414 |
$418M |
Clear Street Derivatives LLC |
New York, NY |
Q3 2024 |
107 |
$5.81B |
CLEAR STREET LLC |
New York, NY |
Q3 2024 |
607 |
$4.3B |
Clearview Wealth Advisors LLC |
Salem, OR |
Q3 2024 |
95 |
$130M |
Clearwater Capital Advisors, LLC |
Hoffman Estates, IL |
Q3 2024 |
172 |
$1.03B |
Cleary Gull Holdings Inc. |
Milwaukee, WI |
Q1 2016 |
90 |
$148M |
CLIENT 1ST ADVISORY GROUP, LLC |
Clearwater, FL |
Q2 2024 |
116 |
$232M |
Client First Capital LLC |
San Diego, CA |
Q3 2024 |
19 |
$181M |
Client First Investment Management LLC |
West Bend, WI |
Q3 2024 |
24 |
$131M |
Clientfirst Wealth Management, LLC |
Little Rock, AR |
Q3 2023 |
32 |
$82.3M |
CLIFFORD CAPITAL PARTNERS LLC |
Alpine, UT |
Q3 2024 |
55 |
$502M |
Clifford Group, LLC |
Wayland, MA |
Q3 2024 |
74 |
$129M |
CLIFFORD SWAN INVESTMENT COUNSEL LLC |
Pasadena, CA |
Q3 2024 |
312 |
$2.82B |
Cliffwater LLC |
Marina Del Rey, CA |
Q3 2024 |
23 |
$432M |
CLIFTONLARSONALLEN WEALTH ADVISORS, LLC |
Minneapolis, MN |
Q3 2024 |
183 |
$4.34B |
CLIFTON PARK CAPITAL MANAGEMENT, LLC |
Wilmington, DE |
Q4 2015 |
18 |
$881M |
CLINTON GROUP INC |
New York, NY |
Q3 2018 |
180 |
$279M |
Clio Asset Management LLC |
Charlottesville, VA |
Q3 2024 |
14 |
$142M |
Close Asset Management Ltd |
London, United Kingdom |
Q3 2024 |
259 |
$3.25B |
CloudAlpha Capital Management Limited/Hong Kong |
Hong Kong, Hong Kong |
Q3 2024 |
29 |
$717M |
CLOUGH CAPITAL PARTNERS L P |
Boston, MA |
Q3 2024 |
132 |
$977M |
CLOVERFIELDS CAPITAL GROUP, LP |
Minneapolis, MN |
Q3 2024 |
92 |
$309M |
Clover Partners, L.P. |
Dallas, TX |
Q3 2019 |
27 |
$43.1M |
C M BIDWELL & ASSOCIATES LTD |
Honolulu, HI |
Q3 2024 |
500 |
$164M |
CMC Financial Group |
Atlanta, GA |
Q3 2024 |
18 |
$68M |
CMG Global Holdings, LLC |
Plano, TX |
Q3 2024 |
94 |
$177M |
CMH Wealth Management LLC |
Portsmouth, NH |
Q3 2024 |
53 |
$425M |
CM Management, LLC |
Gulf Breeze, FL |
Q3 2024 |
65 |
$125M |
CMT Asset Management Ltd |
Chicago, IL |
Q1 2019 |
1 |
$1.02M |
CMT Capital Markets Trading GmbH |
Frankfurt, Germany |
Q3 2024 |
73 |
$219M |
CM WEALTH ADVISORS LLC |
Beachwood, OH |
Q3 2024 |
84 |
$309M |
CNA FINANCIAL CORP |
Chicago, IL |
Q3 2024 |
12 |
$175M |
CNB Bank |
Clearfield, PA |
Q3 2024 |
527 |
$216M |
CNO Financial Group, Inc. |
Carmel, IN |
Q3 2023 |
4 |
$22.8M |
Coalescence Partners Investment Management, LP |
New York, NY |
Q3 2024 |
14 |
$221M |
Coann Capital LLC |
Westport, CT |
Q4 2022 |
19 |
$210M |
Coastal Bridge Advisors, LLC |
Westport, CT |
Q3 2024 |
172 |
$403M |
COASTAL INVESTMENT MANAGEMENT, L.P. |
Los Angeles, CA |
Q3 2021 |
12 |
$71.8M |
Coastline Trust Co |
Providence, RI |
Q3 2024 |
429 |
$851M |
Coastwise Capital Group, LLC |
La Jolla, CA |
Q3 2024 |
126 |
$121M |
COATUE MANAGEMENT LLC |
New York, NY |
Q3 2024 |
81 |
$26.9B |
COBALT CAPITAL MANAGEMENT, INC. |
Short Hills, NJ |
Q3 2024 |
26 |
$225M |
Cobble Hill Financial Services, INC |
Moorestown, NJ |
Q3 2014 |
53 |
$541M |
Cobblestone Asset Management LLC |
Richmond, VA |
Q3 2024 |
45 |
$166M |
COBBLESTONE CAPITAL ADVISORS LLC /NY/ |
Rochester, NY |
Q3 2024 |
287 |
$1.78B |
COBIZ WEALTH, LLC |
Denver, CO |
Q2 2019 |
112 |
$506M |
Code Waechter LLC |
Tampa, FL |
Q3 2024 |
100 |
$105M |
Codex Capital Asset Management L.L.C. |
Dallas, TX |
Q3 2024 |
36 |
$225M |
Codex Capital, L.L.C. |
New York, NY |
Q1 2024 |
37 |
$198M |
Coe Capital Management, LLC |
Highland Park, IL |
Q2 2021 |
109 |
$106M |
COERENTE CAPITAL MANAGEMENT |
Toronto, Ontario, Canada |
Q3 2024 |
46 |
$536M |
COGHILL CAPITAL MANAGEMENT LLC |
Chicago, IL |
Q3 2014 |
1 |
$3.63M |
COGNIOS BETA NEUTRAL LARGE CAP FUND, LP |
Prairie Village, KS |
Q1 2024 |
99 |
$76.7M |
Cohen Capital Management, Inc. |
Corte Madera, CA |
Q3 2024 |
153 |
$617M |
Cohen & Co Financial Management, LLC |
New York, NY |
Q3 2023 |
8 |
$16.2M |
Cohen Investment Advisors LLC |
Bedford, NH |
Q3 2024 |
77 |
$164M |
Cohen Klingenstein LLC |
New York, NY |
Q3 2024 |
220 |
$2.87B |
COHEN LAWRENCE B |
Boston, MA |
Q4 2023 |
6 |
$2.06M |
COHEN & STEERS, INC. |
New York, NY |
Q3 2024 |
412 |
$56.2B |
Coho Partners, Ltd. |
Berwyn, PA |
Q3 2024 |
35 |
$2.74B |
COLDSTREAM CAPITAL MANAGEMENT INC |
Bellevue, WA |
Q3 2024 |
1081 |
$4.63B |
Coliseum Capital Management, LLC |
Rowayton, CT |
Q3 2024 |
14 |
$1.03B |
Collaborative Wealth Managment Inc. |
Lake Mary, FL |
Q3 2024 |
176 |
$221M |
COLLECTIVE FAMILY OFFICE LLC |
York, PA |
Q3 2024 |
169 |
$368M |
Colonial River Wealth Management, LLC |
Midlothian, VA |
Q3 2024 |
223 |
$202M |
Colonial Trust Advisors |
Spartanburg, SC |
Q3 2024 |
746 |
$1.16B |
Colonial Trust Co / SC |
Spartanburg, SC |
Q3 2024 |
1103 |
$648M |
Colony Family Offices, LLC |
Charlotte, NC |
Q3 2024 |
64 |
$322M |
Colony Group, LLC |
Boston, MA |
Q3 2024 |
1552 |
$28.9B |
COLONY GROUP LLC |
Boston, MA |
Q3 2023 |
754 |
$6.66B |
Colorado Capital Management, Inc. |
Boulder, CO |
Q3 2024 |
96 |
$203M |
COLRAIN CAPITAL LLC |
Boston, MA |
Q3 2022 |
24 |
$59.9M |
COLTON GROOME FINANCIAL ADVISORS, LLC |
Asheville, NC |
Q3 2024 |
126 |
$267M |
Coltrane Asset Management L.P. |
New York, NY |
Q3 2021 |
4 |
$9.89M |
COLUMBIA ADVISORY PARTNERS LLC |
Spokane, WA |
Q3 2024 |
58 |
$106M |
Columbia Asset Management |
Ann Arbor, MI |
Q3 2024 |
180 |
$558M |
COLUMBIA CAPITAL LLC |
Fullerton, CA |
Q4 2014 |
96 |
$91.6M |
Columbia Pacific Advisors, LLC |
Seattle, WA |
Q3 2019 |
1 |
$30.6M |
COLUMBIA PARTNERS L.L.C. INVESTMENT MANAGEMENT |
Alexandria, VA |
Q4 2018 |
114 |
$257M |
Columbia Trust Co 01012016 |
Portland, OR |
Q4 2023 |
145 |
$221M |
COLUMBUS CIRCLE INVESTORS |
Stamford, CT |
Q4 2020 |
126 |
$2.28B |
Columbus Hill Capital Management, L.P. |
Short Hills, NJ |
Q3 2024 |
26 |
$489M |
Columbus Macro, LLC |
Neshannock, PA |
Q3 2024 |
180 |
$274M |
COLUMBUS POINT LLP |
London, United Kingdom |
Q3 2021 |
18 |
$210M |
Column Capital Advisors, LLC |
Indianapolis, IN |
Q3 2023 |
800 |
$479M |
Column Group LLC |
San Francisco, CA |
Q3 2024 |
6 |
$69.6M |
COMERICA BANK |
Dallas, TX |
Q3 2024 |
3670 |
$25.3B |
COMERICA SECURITIES INC |
Detroit, MI |
Q4 2018 |
398 |
$756M |
COMERICA SECURITIES,INC. |
Detroit, MI |
Q3 2023 |
448 |
$1.2B |
COMGEST GLOBAL INVESTORS S.A.S. |
Paris, France |
Q3 2024 |
63 |
$6.98B |
COMMERCE BANK |
Kansas City, MO |
Q3 2024 |
1217 |
$16.3B |
COMMERZBANK AKTIENGESELLSCHAFT /FI |
Frankfurt, Germany |
Q3 2024 |
303 |
$3.75B |
COMMODORE CAPITAL LP |
New York, NY |
Q3 2024 |
36 |
$1.6B |
COMMON FUND FOR NONPROFIT ORGANIZATIONS |
Wilton, CT |
Q3 2024 |
24 |
$834M |
COMMONS CAPITAL, LLC |
Needham, MA |
Q3 2024 |
69 |
$90.6M |
Commonwealth Equity Services, Inc |
Waltham, MA |
Q3 2017 |
2565 |
$16.7B |
COMMONWEALTH EQUITY SERVICES, LLC |
Waltham, MA |
Q3 2024 |
4053 |
$66B |
Commonwealth Financial Services, LLC |
Parkersburg, WV |
Q3 2024 |
194 |
$506M |
COMMONWEALTH OF PENNSYLVANIA PUBLIC SCHOOL EMPLS RETRMT SYS |
Harrisburg, PA |
Q3 2024 |
1585 |
$15.8B |
Commonwealth Retirement Investments LLC |
Richmond, VA |
Q3 2024 |
91 |
$238M |
Community Bank, N.A. |
Dewitt, NY |
Q3 2024 |
390 |
$793M |
Community Bank of Raymore |
Raymore, MO |
Q3 2024 |
75 |
$132M |
Community Bank & Trust, Waco, Texas |
Waco, TX |
Q3 2024 |
142 |
$444M |
Community Capital Management, LLC |
Plantation, FL |
Q3 2023 |
52 |
$62.8M |
Community Financial Services Group, LLC |
Newport, VT |
Q3 2024 |
123 |
$489M |
COMMUNITY FINANCIAL SYSTEM, INC. |
Dewitt, NY |
Q3 2014 |
381 |
$457M |
COMMUNITY TRUST & INVESTMENT CO |
Versailles, KY |
Q3 2024 |
132 |
$1.58B |
Compagnie Lombard Odier SCmA |
1204 Geneva, Switzerland |
Q3 2024 |
455 |
$6.43B |
Compass Advisory Group LLC |
Melville, NY |
Q3 2024 |
71 |
$257M |
COMPASS CAPITAL MANAGEMENT, INC |
Minneapolis, MN |
Q3 2024 |
35 |
$1.58B |
Compass Efficient Model Portfolios, LLC |
Brentwood, TN |
Q4 2013 |
126 |
$2.65M |
Compass Financial Group, Inc. |
Deerfield Beach, FL |
Q3 2024 |
40 |
$216M |
Compass Financial Group, INC/SD |
Sioux Falls, SD |
Q3 2024 |
93 |
$509M |
COMPASS GROUP LLC |
New York, NY |
Q3 2024 |
10 |
$19.7M |
Compass Ion Advisors, LLC |
Conshohocken, PA |
Q3 2024 |
261 |
$817M |
Compass Rose Asset Management, LP |
New York, NY |
Q3 2024 |
10 |
$92.2M |
Compass Wealth Management LLC |
Guilford, CT |
Q3 2024 |
396 |
$425M |
COMPLEX CAPITAL MANAGEMENT, LLC |
Washington, DC |
Q4 2018 |
23 |
$37.1M |
Comprehensive Financial Consultants Institutional, Inc. |
Bloomington, IN |
Q3 2024 |
166 |
$274M |
Comprehensive Financial Management LLC |
Los Gatos, CA |
Q3 2024 |
44 |
$3.59B |
Comprehensive Wealth Management, LLC |
Lynnwood, WA |
Q3 2024 |
31 |
$154M |
COMPTON CAPITAL MANAGEMENT INC /RI |
Providence, RI |
Q2 2023 |
8 |
$4.32M |
Compton Financial Group, LLC |
Towson, MD |
Q3 2024 |
32 |
$331M |
Compton Wealth Advisory Group, LLC |
Virginia Beach, VA |
Q3 2024 |
111 |
$396M |
Conatus Capital Management LP |
Greenwich, CT |
Q4 2017 |
23 |
$92.3M |
Concentric Capital Strategies, LP |
Stamford, CT |
Q3 2024 |
231 |
$1.59B |
CONCENTRIC WEALTH MANAGEMENT, LLC |
Lafayette, CA |
Q3 2024 |
133 |
$409M |
Concentrum Wealth Management |
San Jose, CA |
Q3 2024 |
73 |
$257M |
Concert Wealth Management Inc. |
San Jose, CA |
Q3 2017 |
25 |
$24.7M |
CONCORD ASSET MANAGEMENT LLC |
Chicago, IL |
Q4 2014 |
56 |
$288M |
Concord Asset Management, LLC/VA |
Abingdon, VA |
Q3 2024 |
125 |
$443M |
Concorde Asset Management, LLC |
Ann Arbor, MI |
Q3 2024 |
176 |
$177M |
Concorde Financial Corp |
Dallas, TX |
Q3 2024 |
39 |
$170M |
Concord Investment Counsel Inc. |
Irvine, CA |
Q1 2024 |
53 |
$277M |
Concord Wealth Partners |
Abingdon, VA |
Q3 2024 |
955 |
$599M |
Concourse Capital Management, LLC |
Atlanta, GA |
Q4 2019 |
21 |
$85.6M |
CONCOURSE FINANCIAL GROUP SECURITIES, INC. |
Birmingham, AL |
Q3 2024 |
2236 |
$1.65B |
Concurrent Investment Advisors, LLC |
Tampa, FL |
Q3 2024 |
1011 |
$3.36B |
Condire Management, LP |
Dallas, TX |
Q3 2024 |
17 |
$796M |
CONDOR CAPITAL MANAGEMENT |
Martinsville, NJ |
Q3 2024 |
190 |
$1.11B |
Condorcet Global Opportunity Fund, LLC |
New York, NY |
Q4 2014 |
32 |
$242M |
Conestoga Capital Advisors, LLC |
Wayne, PA |
Q3 2024 |
121 |
$7.37B |
CONFLUENCE INVESTMENT MANAGEMENT LLC |
St. Louis, MO |
Q3 2024 |
298 |
$7.48B |
Confluence Wealth Management LLC |
Portland, OR |
Q3 2020 |
114 |
$162M |
Confluence Wealth Services, Inc. |
Mcmurray, PA |
Q3 2024 |
337 |
$1.37B |
CONGRESS ASSET MANAGEMENT CO /MA |
Boston, MA |
Q3 2024 |
357 |
$14.7B |
Congress Park Capital LLC |
Saratoga Springs, NY |
Q3 2024 |
111 |
$270M |
Congress Wealth Management LLC / DE / |
Boston, MA |
Q3 2024 |
837 |
$7.5B |
Conifer Management, L.L.C. |
New York, NY |
Q3 2024 |
6 |
$830M |
CONNABLE OFFICE INC |
Kalamazoo, MI |
Q3 2024 |
219 |
$994M |
Connacht Asset Management LP |
New York, NY |
Q3 2023 |
47 |
$16.9M |
Connecticut Wealth Management, LLC |
Farmington, CT |
Q3 2024 |
326 |
$2.07B |
Connective Capital Management, LLC |
Palo Alto, CA |
Q3 2024 |
37 |
$108M |
Connective Portfolio Management, LLC |
New York, NY |
Q3 2024 |
42 |
$27M |
Connectus Wealth, LLC |
Cincinnati, OH |
Q1 2024 |
389 |
$3.1B |
CONNING INC. |
Hartford, CT |
Q3 2024 |
354 |
$3.03B |
Connolly Sarah T. |
Boston, MA |
Q4 2023 |
4 |
$1.11M |
Connor, Clark & Lunn Investment Management Ltd. |
Vancouver, British Columbia, Canada |
Q3 2024 |
1399 |
$20.6B |
CONNOR CLARK & LUNN INVESTMENT MANAGEMENT LTD |
Vancouver Bc, British Columbia, Canada |
Q4 2013 |
720 |
$12.8B |
CONNORS INVESTOR SERVICES INC |
Wyomissing, PA |
Q3 2024 |
158 |
$1.03B |
Conrad N. Hilton Foundation |
Agoura Hills, CA |
Q3 2024 |
4 |
$239M |
Conrad Siegel Investment Advisors, Inc. |
Harrisburg, PA |
Q3 2024 |
43 |
$370M |
CONSCIOUS WEALTH INVESTMENTS, LLC |
Coral Gables, FL |
Q3 2024 |
49 |
$145M |
Consector Capital, LP |
New York, NY |
Q3 2016 |
23 |
$45.9M |
Conservest Capital Advisors, Inc. |
Wynnewood, PA |
Q3 2024 |
109 |
$974M |
CONSILIO WEALTH ADVISORS, LLC |
Bellevue, WA |
Q3 2024 |
73 |
$242M |
Consilium Investment Management, LLC |
Ft. Lauderdale, FL |
Q3 2019 |
6 |
$21M |
Consilium Wealth Advisory, LLC |
Richardson, TX |
Q3 2024 |
87 |
$183M |
CONSOLIDATED CAPITAL MANAGEMENT, LLC |
Burbank, CA |
Q3 2024 |
35 |
$229M |
Consolidated Investment Group LLC |
Englewood, CO |
Q3 2024 |
64 |
$673M |
Consolidated Planning Corp |
Atlanta, GA |
Q3 2024 |
197 |
$672M |
Consolidated Portfolio Review Corp |
Woodbury, NY |
Q3 2024 |
309 |
$448M |
CONSOLIDATED PRESS INTERNATIONAL HOLDINGS LTD |
Sydney, Australia |
Q3 2024 |
14 |
$640M |
Consonance Capital Management LP |
New York, NY |
Q3 2022 |
2 |
$7.28M |
Constant Guidance Financial LLC |
Attleboro Falls, MA |
Q3 2024 |
31 |
$121M |
Constellation Investimentos e Participacoes Ltda |
Sao Paulo, Brazil |
Q3 2024 |
12 |
$181M |
Constellation Wealth Advisors, LLC |
New York, NY |
Q3 2015 |
82 |
$903M |
Constitution Capital LLC |
Shelton, CT |
Q3 2024 |
59 |
$187M |
Consulta Ltd |
London, United Kingdom |
Q3 2024 |
15 |
$1.62B |
CONSULTIVA WEALTH MANAGEMENT, CORP. |
San Juan, Puerto Rico |
Q3 2024 |
26 |
$12.6M |
Context Capital Management, LLC |
Lajolla, CA |
Q3 2024 |
284 |
$1.78B |
Context Partners Fund, L.P. |
La Jolla, CA |
Q3 2020 |
164 |
$448M |
CONTINENTAL ADVISORS LLC |
Park City, UT |
Q3 2024 |
33 |
$135M |
CONTINENTAL GENERAL INSURANCE CO |
Austin, TX |
Q3 2024 |
6 |
$347M |
CONTINENTAL GRAIN CO |
New York, NY |
Q3 2024 |
2 |
$218M |
CONTINENTAL INVESTORS SERVICES, INC. |
Longview, WA |
Q3 2024 |
64 |
$48.7M |
Continuum Advisory, LLC |
Eagle, ID |
Q3 2024 |
1906 |
$770M |
CONTINUUM WEALTH ADVISORS, LLC |
Saratoga Springs, NY |
Q3 2024 |
57 |
$186M |
Contour Asset Management LLC |
New York, NY |
Q3 2024 |
28 |
$3.03B |
CONTRARIAN CAPITAL MANAGEMENT, L.L.C. |
Greenwich, CT |
Q3 2024 |
30 |
$329M |
Contrarius Investment Management Ltd |
St. Helier, Jersey |
Q3 2024 |
42 |
$1.76B |
CONTRAVISORY INVESTMENT MANAGEMENT, INC. |
Norwell, MA |
Q3 2024 |
343 |
$468M |
Convector Capital Management, LP |
New York, NY |
Q3 2016 |
28 |
$52.9M |
Convergence Financial, LLC |
Columbia, MO |
Q3 2024 |
156 |
$471M |
Convergence Investment Partners, LLC |
Palm Beach Gardens, FL |
Q3 2024 |
237 |
$371M |
Conversant Capital LLC |
Summit, NJ |
Q3 2024 |
14 |
$536M |
CONWAY CAPITAL MANAGEMENT, INC. |
Burbank, CA |
Q3 2024 |
47 |
$206M |
Cook & Bynum Capital Management, LLC |
Birmingham, AL |
Q3 2024 |
5 |
$139M |
COOKE & BIELER LP |
Philadelphia, PA |
Q3 2024 |
95 |
$11B |
Cooksen Wealth, LLC |
The Woodlands, TX |
Q3 2024 |
45 |
$107M |
COOKSON PEIRCE & CO INC |
Pittsburgh, PA |
Q3 2024 |
242 |
$2.13B |
Cook Wealth, LLC |
Raleigh, NC |
Q3 2024 |
54 |
$199M |
Coombe, Bender & Co LLC |
Ellenville, NY |
Q2 2024 |
75 |
$170M |
COOPER CREEK PARTNERS MANAGEMENT LLC |
New York, NY |
Q3 2024 |
90 |
$3.1B |
Cooper Financial Group |
Irvine, CA |
Q3 2024 |
382 |
$770M |
COOPER/HAIMS ADVISORS, LLC |
Victor, NY |
Q3 2024 |
85 |
$182M |
COOPERMAN LEON G |
Boca Raton, FL |
Q3 2024 |
40 |
$2.35B |
Coordinated Financial Services, Inc./CO |
Denver, CO |
Q2 2024 |
129 |
$117M |
Coordinating Investment Fiduciary of Raytheon Master Pension Trust |
Waltham, MA |
Q1 2019 |
4 |
$140M |
Copeland Capital Management, LLC |
Conshohocken, PA |
Q3 2024 |
279 |
$5.75B |
Copernicus Capital Management, LLC |
San Francisco, CA |
Q3 2021 |
13 |
$8.26M |
Copley Financial Group, Inc. |
San Diego, CA |
Q3 2024 |
215 |
$110M |
Coppell Advisory Solutions Corp. |
Coppell, TX |
Q1 2024 |
266 |
$530M |
Coppell Advisory Solutions LLC |
Coppell, TX |
Q3 2024 |
1876 |
$670M |
Copperleaf Capital, LLC |
Raleigh, NC |
Q3 2024 |
90 |
$131M |
Copper Rock Capital Partners, LLC |
Boston, MA |
Q3 2020 |
54 |
$296M |
Copperwynd Financial, LLC |
Scottsdale, AZ |
Q3 2024 |
141 |
$332M |
CORA CAPITAL ADVISORS LLC |
Marlton, NJ |
Q3 2024 |
102 |
$203M |
Corbenic Partners LLC |
Bethlehem, PA |
Q2 2022 |
208 |
$380M |
Corbin Capital Partners, L.P. |
New York, NY |
Q3 2024 |
29 |
$78.9M |
CORBYN INVESTMENT MANAGEMENT INC/MD |
Lutherville, MD |
Q3 2024 |
65 |
$262M |
CORDA Investment Management, LLC. |
Houston, TX |
Q3 2024 |
70 |
$1.28B |
Cordant, Inc. |
Portland, OR |
Q3 2024 |
75 |
$196M |
Cordasco Financial Network |
Naples, FL |
Q2 2022 |
581 |
$138M |
Cordatus Wealth Management LLC |
Newtown, PA |
Q3 2024 |
120 |
$278M |
Core Alternative Capital |
Peachtree Corners, GA |
Q3 2024 |
361 |
$517M |
Corebridge Financial, Inc. |
Houston, TX |
Q3 2024 |
3044 |
$18.7B |
CoreCap Advisors, LLC |
Southfield, MI |
Q3 2024 |
2624 |
$2.13B |
CoreCommodity Management, LLC |
Stamford, CT |
Q3 2024 |
134 |
$543M |
CoreFirst Bank & Trust |
Topeka, KS |
Q2 2024 |
122 |
$149M |
COREPATH WEALTH PARTNERS LLC |
Scottsdale, AZ |
Q3 2024 |
28 |
$103M |
CoreView Capital Management Ltd |
Hong Kong, Hong Kong |
Q3 2024 |
8 |
$834M |
Core Wealth Advisors, Inc. |
Lakeland, FL |
Q3 2024 |
58 |
$312M |
Core Wealth Management, Inc. |
Jupiter, FL |
Q3 2024 |
28 |
$246M |
Core Wealth Partners LLC |
Santa Rosa, CA |
Q3 2024 |
163 |
$165M |
Corient Capital Partners, LLC |
Newport Beach, CA |
Q3 2022 |
672 |
$1B |
Corient Private Wealth LLC |
Miami, FL |
Q3 2024 |
2412 |
$62.9B |
Cormorant Asset Management, LP |
Boston, MA |
Q3 2024 |
45 |
$1.89B |
Cornell Pochily Investment Advisors, Inc. |
Ithaca, NY |
Q3 2024 |
175 |
$288M |
CORNELL UNIVERSITY |
New York, NY |
Q3 2024 |
3 |
$3.44M |
CORNERCAP INVESTMENT COUNSEL INC |
Atlanta, GA |
Q3 2024 |
513 |
$338M |
CORNERSTONE ADVISORS ASSET MANAGEMENT, INC |
Bethlehem, PA |
Q3 2024 |
105 |
$452M |
Cornerstone Advisors, Inc. |
Bellevue, WA |
Q3 2020 |
717 |
$936M |
Cornerstone Advisors, LLC |
Asheville, NC |
Q3 2024 |
284 |
$2.53B |
Cornerstone Advisory, LLC |
Hunt Valley, MD |
Q3 2024 |
218 |
$760M |
Cornerstone Capital, Inc. |
Palo Alto, CA |
Q3 2024 |
103 |
$1.07B |
CORNERSTONE CAPITAL MANAGEMENT HOLDINGS LLC. |
New York, NY |
Q4 2017 |
1227 |
$14.3B |
CORNERSTONE CAPITAL MANAGEMENT LLC |
Edina, MN |
Q3 2016 |
41 |
$635M |
Cornerstone Financial Partners, LLC |
Huntersville, NC |
Q4 2017 |
129 |
$305M |
Cornerstone Investment Partners, LLC |
Atlanta, GA |
Q3 2024 |
225 |
$2.02B |
Cornerstone Management, Inc. |
Duluth, GA |
Q3 2024 |
53 |
$479M |
CORNERSTONE PARTNERS CAPITAL MANAGEMENT, LLC |
Charlottesville, VA |
Q3 2024 |
8 |
$50.8M |
CornerStone Partners LLC |
Charlottesville, VA |
Q3 2020 |
9 |
$135M |
Cornerstone Planning Group LLC |
Fairfield, NJ |
Q3 2024 |
1301 |
$339M |
Cornerstone Retirement Group, Inc. |
Reno, NV |
Q3 2023 |
33 |
$350M |
Cornerstone Wealth Advisors, Inc. |
Edina, MN |
Q3 2024 |
49 |
$360M |
Cornerstone Wealth Group, LLC |
Huntersville, NC |
Q3 2024 |
264 |
$1.21B |
Cornerstone Wealth Management, LLC |
St. Peters, MO |
Q3 2024 |
562 |
$1.42B |
Coronation Fund Managers Ltd. |
Cape Town, South Africa |
Q3 2024 |
55 |
$1.8B |
CORRADO ADVISORS, LLC |
Ramsey, NJ |
Q3 2024 |
103 |
$160M |
CORRECT CAPITAL WEALTH MANAGEMENT |
Clayton, MO |
Q2 2024 |
116 |
$428M |
Corre Partners Management, LLC |
New York, NY |
Q3 2024 |
2 |
$49.7M |
Corrigan Financial, Inc. |
Middletown, RI |
Q3 2024 |
42 |
$436M |
CORSAIR CAPITAL MANAGEMENT, L.P. |
Scarsdale, NY |
Q3 2024 |
118 |
$422M |
Corsicana & Co. |
Corsicana, TX |
Q3 2022 |
209 |
$119M |
Cortina Asset Management, LLC |
Milwaukee, WI |
Q2 2019 |
174 |
$1.62B |
CORTLAND ADVISERS LLC |
Wilmington, DE |
Q3 2019 |
32 |
$2.18B |
CORTLAND ASSOCIATES INC/MO |
St Louis, MO |
Q3 2024 |
57 |
$823M |
Corton Capital Inc. |
Carrying Place, Ontario, Canada |
Q3 2024 |
469 |
$206M |
Corundum Group, Inc. |
Colorado Springs, CO |
Q3 2024 |
99 |
$219M |
Corundum Trust Company, INC |
Sioux Falls, SD |
Q3 2024 |
52 |
$36.3M |
Corvex Management LP |
New York, NY |
Q3 2024 |
30 |
$2.44B |
Corvid Peak Capital Management, LLC |
New York, NY |
Q3 2019 |
2 |
$13.3M |
Cosner Financial Group, LLC |
Windsor, CO |
Q3 2024 |
36 |
$155M |
Costello Asset Management, INC |
Feasterville, PA |
Q3 2024 |
194 |
$150M |
Coston, McIsaac & Partners |
Bar Harbor, ME |
Q3 2024 |
751 |
$354M |
Cota Capital Management, LLC |
San Francisco, CA |
Q3 2024 |
7 |
$25.1M |
Cottage Street Advisors LLC |
Marion, MA |
Q3 2024 |
108 |
$184M |
COTTONWOOD CAPITAL ADVISORS, LLC |
Salt Lake City, UT |
Q3 2024 |
120 |
$136M |
Cougar Global Investments Ltd |
Toronto, Ontario, Canada |
Q3 2020 |
18 |
$111M |
Coulter & Justus Financial Services, LLC |
Knoxville, TN |
Q1 2024 |
93 |
$450M |
Councilmark Asset Management, LLC |
Knoxville, TN |
Q3 2024 |
83 |
$149M |
Counsel Portfolio Services Inc. |
Mississauga, Ontario, Canada |
Q2 2016 |
300 |
$1.01B |
Counterpoint Mutual Funds LLC |
San Diego, CA |
Q3 2024 |
290 |
$528M |
Counterweight Ventures, LLC |
Wilmington, NC |
Q3 2024 |
70 |
$141M |
COUNTRY CLUB BANK |
Kansas City, MO |
Q3 2024 |
315 |
$1.5B |
Country Club Trust Company, n.a. |
Kansas City, MO |
Q4 2021 |
288 |
$1.27B |
COUNTRY TRUST BANK |
Bloomington, IL |
Q3 2024 |
376 |
$4.09B |
Coupland Cardiff Asset Management LLP |
London, United Kingdom |
Q4 2015 |
6 |
$19.4M |
COURAGE CAPITAL MANAGEMENT LLC |
Nashville, TN |
Q3 2024 |
11 |
$40.4M |
Courage Miller Partners, LLC |
Norfolk, VA |
Q3 2024 |
81 |
$297M |
Courant Investment Management LLC |
Franklin, TN |
Q3 2024 |
9 |
$119M |
COURIER CAPITAL LLC |
Buffalo, NY |
Q3 2024 |
357 |
$1.46B |
Court Place Advisors, LLC |
Ellicott City, MD |
Q3 2024 |
165 |
$343M |
Coury Firm Asset Management LLC |
Pittsburgh, PA |
Q3 2023 |
48 |
$62.6M |
Covalent Partners LLC |
Concord, MA |
Q3 2024 |
11 |
$11.8M |
Covalis Capital LLP |
London, United Kingdom |
Q3 2024 |
48 |
$670M |
Covea Finance |
Paris, France |
Q3 2024 |
107 |
$2.28B |
Covenant Asset Management, LLC |
Chester, NJ |
Q3 2024 |
141 |
$451M |
Covenant Multifamily Offices, LLC |
San Antonio, TX |
Q3 2021 |
243 |
$556M |
Covenant Partners, LLC |
Nashville, TN |
Q3 2024 |
177 |
$344M |
Cove Private Wealth, LLC |
Oyster Bay Cove, NY |
Q3 2024 |
76 |
$129M |
Covestor Ltd |
London, United Kingdom |
Q3 2024 |
2143 |
$159M |
Cove Street Capital, LLC |
El Segundo, CA |
Q3 2024 |
99 |
$128M |
Covey Capital Advisors, LLC |
Atlanta, GA |
Q3 2024 |
36 |
$90.6M |
Covington Capital Management |
Los Angeles, CA |
Q3 2022 |
1183 |
$2.32B |
Covington Investment Advisors Inc. |
Ligonier, PA |
Q3 2024 |
71 |
$665M |
COWA, LLC |
Tulsa, OK |
Q3 2024 |
128 |
$210M |
COWEN AND COMPANY, LLC |
New York, NY |
Q3 2024 |
542 |
$2.9B |
COWEN INC. |
New York, NY |
Q2 2019 |
303 |
$1.35B |
Cowen Investment Management LLC |
New York, NY |
Q3 2024 |
3 |
$22.4M |
Cowen Prime Advisors LLC |
New York, NY |
Q2 2023 |
229 |
$290M |
Cowen Prime Services LLC |
New York, NY |
Q2 2021 |
167 |
$276M |
Cox Capital Mgt LLC |
Andover, MA |
Q3 2024 |
66 |
$167M |
Coyle Financial Counsel LLC |
Glenview, IL |
Q3 2024 |
70 |
$285M |
COZAD ASSET MANAGEMENT INC |
Champaign, IL |
Q3 2024 |
406 |
$1.05B |
CPA Asset Management LLC |
West Palm Beach, FL |
Q3 2024 |
77 |
$196M |
C Partners Holding GmbH |
Zurich, Switzerland |
Q3 2024 |
12 |
$315M |
CPMG Inc |
Dallas, TX |
Q3 2024 |
3 |
$114M |
CPR Investments Inc. |
Rochester, MI |
Q3 2024 |
37 |
$106M |
CPV Partners, LLC |
Stamford, CT |
Q3 2024 |
4 |
$71.3M |
CPWM, LLC |
Seattle, WA |
Q3 2022 |
333 |
$1.06B |
CQS Cayman LP |
Camana Bay, Grand Cayman, Cayman Islands |
Q3 2019 |
134 |
$2.07B |
Crabel Capital Management, LLC |
Los Angeles, CA |
Q3 2024 |
48 |
$142M |
CRA Financial Services, LLC |
Northfield, NJ |
Q3 2024 |
267 |
$545M |
Craft Ventures GP II, LLC |
San Francisco, CA |
Q3 2022 |
2 |
$24.1M |
CRAFT VENTURES GP I, LLC |
San Francisco, CA |
Q3 2022 |
1 |
$9.51M |
Crake Asset Management LLP |
London, United Kingdom |
Q3 2024 |
12 |
$814M |
CRAMER ROSENTHAL MCGLYNN LLC |
Stamford, CT |
Q3 2024 |
95 |
$1.8B |
Cranberry Lake Advisors LLC |
Houston, TX |
Q3 2018 |
8 |
$50.6M |
Cranbrook Wealth Management, LLC |
Bloomfield Hills, MI |
Q3 2024 |
376 |
$438M |
Crane Advisory, LLC |
Fullerton, CA |
Q3 2024 |
43 |
$553M |
Cravens & Co Advisors, LLC |
Cookeville, TN |
Q3 2024 |
60 |
$129M |
Crawford Fund Management, LLC |
Boston, MA |
Q3 2024 |
31 |
$134M |
CRAWFORD INVESTMENT COUNSEL INC |
Atlanta, GA |
Q3 2024 |
277 |
$5.86B |
CRCM LP |
San Francisco, CA |
Q3 2024 |
5 |
$154M |
Creative Capital Management Investments LLC |
San Diego, CA |
Q3 2024 |
239 |
$239M |
CREATIVE FINANCIAL DESIGNS INC /ADV |
Kokomo, IN |
Q3 2024 |
1678 |
$1.19B |
CreativeOne Wealth, LLC |
Overland Park, KS |
Q3 2024 |
942 |
$2.94B |
Creative Planning |
Overland Park, KS |
Q3 2024 |
3265 |
$101B |
CREDIT AGRICOLE S A |
Montrouge Cedex, France |
Q3 2024 |
1184 |
$19.1B |
Credit Capital Investments LLC |
Livingston, NJ |
Q3 2024 |
32 |
$80.9M |
CREDIT SUISSE AG/ |
Zurich, Switzerland |
Q1 2024 |
2945 |
$103B |
Credo Capital Management, LLC |
Baltimore, MD |
Q4 2013 |
166 |
$23.3M |
Creegan & Nassoura Financial Group, LLC |
Portsmouth, NH |
Q3 2024 |
77 |
$159M |
Creekmur Asset Management LLC |
Morton, IL |
Q3 2024 |
983 |
$425M |
Creekside Partners |
Petaluma, CA |
Q3 2024 |
165 |
$193M |
Crescent Capital Consulting, LLC |
New Orleans, LA |
Q4 2021 |
562 |
$598M |
Crescent Grove Advisors, LLC |
Lake Forest, IL |
Q3 2024 |
276 |
$980M |
Crescent Park Management, L.P. |
East Palo Alto, CA |
Q3 2024 |
21 |
$229M |
Crescent Sterling, Ltd. |
Metairie, LA |
Q3 2024 |
77 |
$105M |
Cresset Asset Management, LLC |
Chicago, IL |
Q3 2024 |
2068 |
$25.8B |
Cresta Advisors, Ltd. |
Laredo, TX |
Q3 2024 |
50 |
$191M |
Crestline Management, LP |
Fort Worth, TX |
Q3 2024 |
508 |
$1.76B |
Crestmont Private Wealth LLC |
Houston, TX |
Q3 2024 |
118 |
$229M |
CrestPoint Capital Management, LLC |
Four Seasons, MO |
Q4 2017 |
184 |
$180M |
Crestview Partners II GP, L.P. |
New York, NY |
Q3 2024 |
3 |
$733M |
Crestview Partners III GP, L.P. |
New York, NY |
Q3 2024 |
3 |
$366M |
Crestview Partners IV GP, L.P. |
New York, NY |
Q3 2024 |
2 |
$85.7M |
Crestwood Advisors Group, LLC |
Boston, MA |
Q3 2024 |
442 |
$5.23B |
Crestwood Capital Management, L.P. |
New York, NY |
Q3 2024 |
16 |
$130M |
Crew Capital Management, Ltd. |
Cincinnati, OH |
Q3 2024 |
132 |
$125M |
Crewe Advisors LLC |
Salt Lake City, UT |
Q3 2024 |
713 |
$862M |
Cribstone Capital Management, LLC |
Augusta, ME |
Q4 2022 |
413 |
$172M |
CRITERION CAPITAL ADVISORS, LLC |
Nashville, TN |
Q3 2024 |
348 |
$157M |
CRITERION CAPITAL MANAGEMENT LLC |
San Francisco, CA |
Q3 2018 |
23 |
$666M |
Crocodile Capital Partners GmbH |
Ursensollen, Germany |
Q3 2024 |
7 |
$70.9M |
CROFT-LEOMINSTER INC |
Baltimore, MD |
Q4 2017 |
66 |
$107M |
Cromwell Holdings LLC |
Jackson, WY |
Q3 2024 |
608 |
$156M |
Cross Creek Advisors, LLC |
Salt Lake City, UT |
Q4 2022 |
9 |
$20.5M |
Crossingbridge Advisors, LLC |
Pleasantville, NY |
Q3 2024 |
54 |
$131M |
CROSSLINK CAPITAL INC |
Menlo Park, CA |
Q3 2024 |
19 |
$745M |
Crossmark Global Holdings, Inc. |
Houston, TX |
Q3 2024 |
1277 |
$5.61B |
Crosspoint Capital Strategies, LLC |
Orinda, CA |
Q4 2022 |
41 |
$50.4M |
CROSSPOINT FINANCIAL, LLC |
Tustin, CA |
Q3 2024 |
25 |
$29.1M |
Cross Staff Investments Inc |
Pittsford, NY |
Q3 2024 |
127 |
$130M |
Crossvault Capital Management LLC |
San Antonio, TX |
Q2 2022 |
74 |
$254M |
CROWN ADVISORS MANAGEMENT, INC. |
Larkspur, CA |
Q3 2024 |
41 |
$155M |
Crown Oak Advisors, LLC |
Piedmont, CA |
Q3 2024 |
22 |
$180M |
Crown Wealth Group, LLC |
Charlotte, NC |
Q3 2024 |
114 |
$230M |
Crow Point Partners, LLC |
Boston, MA |
Q4 2019 |
68 |
$22.1M |
Crow's Nest Holdings LP |
Richmond, VA |
Q3 2024 |
9 |
$542M |
Cruiser Capital Advisors, LLC |
Stamford, CT |
Q3 2024 |
52 |
$122M |
Crumly & Associates Inc. |
Springfield, IL |
Q3 2024 |
148 |
$362M |
CRV, LLC |
Palo Alto, CA |
Q3 2022 |
3 |
$1.57M |
Cryder Capital Partners LLP |
London, United Kingdom |
Q3 2024 |
9 |
$1.74B |
Crystalline Management Inc. |
Montreal, Quebec, Canada (Federal Level) |
Q3 2024 |
72 |
$97.1M |
Crystal Rock Capital Management |
Bannockburn, IL |
Q3 2024 |
27 |
$170M |
CSat Investment Advisory, L.P. |
Detroit, MI |
Q1 2021 |
520 |
$119M |
Csenge Advisory Group |
Clearwater, FL |
Q3 2024 |
706 |
$1.87B |
CSM Advisors, LLC |
Warrendale, PA |
Q3 2024 |
122 |
$1.53B |
CS MCKEE LP |
Pittsburgh, PA |
Q4 2019 |
100 |
$1.09B |
CSS LLC/IL |
Chicago, IL |
Q3 2024 |
596 |
$1.72B |
CSU Producer Resources, Inc. |
Fairfield, OH |
Q3 2024 |
22 |
$31.4M |
CTC Alternative Strategies, Ltd. |
Chicago, IL |
Q3 2024 |
58 |
$80M |
CTC Capital Management, LLC |
Chicago, IL |
Q1 2023 |
72 |
$47.8M |
CTC LLC |
Chicago, IL |
Q3 2024 |
67 |
$2.18B |
CT Financial Advisors LLC |
Chadds Ford, PA |
Q1 2017 |
650 |
$162M |
Cubic Asset Management, LLC |
Boston, MA |
Q1 2024 |
202 |
$422M |
Cubist Systematic Strategies, LLC |
Stamford, CT |
Q3 2024 |
1399 |
$6.61B |
CULBERTSON A N & CO INC |
Charlottesville, VA |
Q3 2024 |
126 |
$621M |
Cullen Capital Management, LLC |
New York, NY |
Q3 2024 |
206 |
$9.18B |
CULLEN/FROST BANKERS, INC. |
San Antonio, TX |
Q3 2024 |
1208 |
$7.33B |
CULLEN INVESTMENT GROUP, LTD. |
Lafayette, LA |
Q3 2024 |
182 |
$671M |
CULLINAN ASSOCIATES INC |
Louisville, KY |
Q3 2024 |
232 |
$1.76B |
CULTIVAR CAPITAL, INC. |
Denton, TX |
Q3 2024 |
27 |
$122M |
CUMBERLAND ADVISORS INC |
Sarasota, FL |
Q3 2024 |
48 |
$252M |
Cumberland Partners Ltd |
Toronto, Ontario, Canada |
Q3 2024 |
178 |
$1.44B |
Cunning Capital Partners, LP |
Morrisville, NC |
Q3 2024 |
77 |
$189M |
Cupps Capital Management, LLC |
Chicago, IL |
Q3 2016 |
177 |
$231M |
Curated Wealth Partners LLC |
El Segundo, CA |
Q3 2024 |
132 |
$782M |
Curative Ventures V LLC |
Dallas, TX |
Q3 2024 |
1 |
$128M |
Curbstone Financial Management Corp |
Manchester, NH |
Q3 2024 |
195 |
$467M |
Curi RMB Capital, LLC |
Chicago, IL |
Q3 2024 |
539 |
$4.4B |
Curran Financial Partners, LLC |
Charleston, SC |
Q3 2024 |
90 |
$352M |
Curtis Advisory Group, LLC |
Santa Barbara, CA |
Q3 2024 |
97 |
$352M |
CUSHING ASSET MANAGEMENT, LP dba NXG INVESTMENT MANAGEMENT |
Dallas, TX |
Q3 2024 |
62 |
$1.36B |
CUSTOM INDEX SYSTEMS, LLC |
New York, NY |
Q3 2024 |
236 |
$185M |
Custom Portfolio Group LLC |
Englewood, CO |
Q2 2024 |
236 |
$125M |
Custos Family Office, LLC |
Austin, TX |
Q3 2024 |
55 |
$276M |
Cutler Capital Management, LLC |
Worcester, MA |
Q3 2024 |
111 |
$283M |
Cutler Group LLC / CA |
San Francisco, CA |
Q1 2024 |
842 |
$198M |
CUTLER INVESTMENT COUNSEL LLC |
Jacksonville, OR |
Q3 2024 |
127 |
$793M |
Cutter Capital Management, LP |
New York, NY |
Q3 2024 |
27 |
$339M |
Cutter & CO Brokerage, Inc. |
Ballwin, MO |
Q3 2024 |
218 |
$442M |
CV Advisors LLC |
Aventura, FL |
Q3 2024 |
19 |
$196M |
CVA Family Office, LLC |
Denver, CO |
Q3 2024 |
1266 |
$616M |
CVC Management Holdings II Ltd. |
St. Helier, Jersey |
Q3 2024 |
4 |
$1.02B |
CVI Holdings, LLC |
Wilmington, DE |
Q2 2024 |
144 |
$116M |
CVS HEALTH Corp |
Woonsocket, RI |
Q3 2024 |
5 |
$230M |
C V STARR & CO INC |
New York, NY |
Q3 2023 |
2 |
$5.49M |
C.V. Starr & Co., Inc. Trust |
New York, NY |
Q3 2023 |
2 |
$19.4M |
CWA Asset Management Group, LLC |
Naples, FL |
Q3 2024 |
567 |
$1.88B |
CWC Advisors, LLC. |
Lake Oswego, OR |
Q3 2024 |
121 |
$101M |
CWH Capital Management, Inc. |
Spokane, WA |
Q4 2020 |
92 |
$238M |
CWM, LLC |
Omaha, NE |
Q3 2024 |
4778 |
$23.2B |
C WorldWide Group Holding A/S |
Copenhagen, Denmark |
Q3 2024 |
91 |
$9.63B |
CWS Financial Advisors, LLC |
Kalamazoo, MI |
Q3 2024 |
121 |
$282M |
CX Institutional |
Auburn, IN |
Q3 2024 |
551 |
$2.25B |
Cyndeo Wealth Partners, LLC |
St. Petersburg, FL |
Q3 2024 |
444 |
$1.43B |
CYNOSURE ADVISORS, LLC |
Salt Lake City, UT |
Q3 2018 |
13 |
$238M |
Cynosure Group, LLC |
Salt Lake City, UT |
Q3 2024 |
370 |
$681M |
CYPRESS ASSET MANAGEMENT INC/TX |
Houston, TX |
Q1 2024 |
110 |
$368M |
Cypress Capital Group |
Palm Beach, FL |
Q3 2024 |
310 |
$890M |
Cypress Capital, LLC |
Franklin, TN |
Q3 2024 |
81 |
$388M |
Cypress Capital Management LLC (WY) |
Sheridan, WY |
Q3 2024 |
162 |
$92.5M |
CYPRESS FINANCIAL PLANNING LLC |
Haddon Heights, NJ |
Q3 2024 |
76 |
$270M |
CYPRESS FUNDS LLC |
Los Angeles, CA |
Q3 2024 |
14 |
$769M |
CYPRESS GROWTH FUND III LP |
Menlo Park, CA |
Q3 2021 |
32 |
$119M |
Cypress Point Wealth Management, LLC |
Dallas, TX |
Q3 2024 |
75 |
$255M |
Cypress Wealth Advisors LLC |
San Francisco, CA |
Q1 2019 |
80 |
$86.9M |
Cypress Wealth Services, LLC |
Palm Desert, CA |
Q3 2024 |
282 |
$484M |
Cyr Financial Inc. |
Hennepin, IL |
Q3 2024 |
43 |
$107M |
CYRUS CAPITAL PARTNERS, L.P. |
New York, NY |
Q3 2024 |
6 |
$463M |
Cyrus J. Lawrence, LLC |
New York, NY |
Q3 2024 |
166 |
$510M |
Czech National Bank |
Prague, Czech Republic |
Q3 2024 |
504 |
$9.92B |