| C2C Wealth Management, LLC |
Scottsdale, Arizona |
Q2 2024 |
81 |
$102M |
| C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors |
Westlake, Ohio |
Q2 2024 |
309 |
$904M |
| CAAS CAPITAL MANAGEMENT LP |
New York, New York |
Q2 2024 |
74 |
$53.5M |
| CABANA LLC |
Fayetteville, Arkansas |
Q2 2024 |
13 |
$21.8M |
| Cable Car Capital LLC |
San Francisco, California |
Q2 2024 |
60 |
$94.8M |
| Cable Hill Partners, LLC |
Portland, Oregon |
Q2 2024 |
208 |
$922M |
| CABOT WEALTH MANAGEMENT INC |
Salem, Massachusetts |
Q2 2024 |
134 |
$763M |
| Cabot-Wellington, LLC |
Boston, Massachusetts |
Q2 2024 |
4 |
$255M |
| CacheTech Inc. |
Logan, Utah |
Q2 2024 |
104 |
$434M |
| CACTI ASSET MANAGEMENT LLC |
Atlanta, Georgia |
Q2 2024 |
79 |
$1.27B |
| CADEN CAPITAL PARTNERS, LP |
Santa Monica, California |
Q2 2024 |
11 |
$277M |
| Cadence Bank |
Tupelo, Mississippi |
Q2 2024 |
294 |
$1.33B |
| CADENCE BANK NA |
Houston, Texas |
Q3 2022 |
36 |
$16.1M |
| CADENCE CAPITAL MANAGEMENT LLC |
Boston, Massachusetts |
Q3 2020 |
277 |
$415M |
| Cadence Wealth Management LLC |
Westborough, Massachusetts |
Q2 2024 |
47 |
$143M |
| Cadent Capital Advisors, LLC |
Tulsa, Oklahoma |
Q2 2024 |
136 |
$246M |
| CADIAN CAPITAL MANAGEMENT, LP |
New York, New York |
Q2 2024 |
29 |
$2.01B |
| CADINHA & CO LLC |
Honolulu, Hawaii |
Q2 2024 |
96 |
$539M |
| Caerus Global Investors LLC |
New York, New York |
Q3 2015 |
23 |
$24.5M |
| Caerus Investment Advisors, LLC |
West Lake Hills, Texas |
Q2 2024 |
30 |
$102M |
| CAHABA WEALTH MANAGEMENT, INC. |
Atlanta, Georgia |
Q2 2024 |
149 |
$1.13B |
| CAHILL FINANCIAL ADVISORS INC |
Edina, Minnesota |
Q2 2024 |
261 |
$730M |
| Cahill Wealth Management, LLC |
Portage, Michigan |
Q2 2024 |
48 |
$168M |
| Cairn Investment Group, Inc. |
Vancouver, Washington |
Q2 2024 |
65 |
$163M |
| CAISSE DE DEPOT ET PLACEMENT DU QUEBEC |
Montreal, Quebec, Canada |
Q2 2024 |
460 |
$41.2B |
| Caitlin John, LLC |
Brighton, Michigan |
Q4 2023 |
891 |
$123M |
| Calamos Advisors LLC |
Naperville, Illinois |
Q2 2024 |
909 |
$20.6B |
| Calamos Wealth Management LLC |
Naperville, Illinois |
Q2 2024 |
303 |
$1.87B |
| Caldera Capital, LLC |
Dallas, Texas |
Q1 2020 |
13 |
$18.2M |
| Caldwell Investment Management Ltd. |
Toronto, Ontario, Canada |
Q2 2024 |
33 |
$126M |
| CALDWELL & ORKIN INC |
Norcross, Georgia |
Q3 2017 |
58 |
$90.2M |
| CALDWELL SUTTER CAPITAL, INC. |
Sausalito, California |
Q2 2024 |
920 |
$202M |
| CALEDONIA INVESTMENTS PLC |
London England, United Kingdom |
Q2 2024 |
14 |
$831M |
| Caledonia (Private) Investments Pty Ltd |
Sydney Nsw, Australia |
Q2 2024 |
11 |
$5.53B |
| CALIBER WEALTH MANAGEMENT, LLC |
Orem, Utah |
Q1 2024 |
58 |
$188M |
| CALIFORNIA FIRST LEASING CORP |
Newport Beach, California |
Q2 2024 |
43 |
$224M |
| CALIFORNIA PUBLIC EMPLOYEES RETIREMENT SYSTEM |
Sacramento, California |
Q2 2024 |
1166 |
$136B |
| CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM |
West Sacramento, California |
Q2 2024 |
3085 |
$63.5B |
| Caligan Partners LP |
New York, New York |
Q2 2024 |
13 |
$428M |
| Calixto Global Investors, LP |
Coral Gables, Florida |
Q2 2024 |
4 |
$28.6M |
| Callahan Advisors, LLC |
Houston, Texas |
Q2 2024 |
146 |
$962M |
| Callan Capital, LLC |
La Jolla, California |
Q2 2024 |
309 |
$1.2B |
| Callan Family Office, LLC |
Radnor, Pennsylvania |
Q2 2024 |
153 |
$521M |
| Callodine Capital Management, LP |
Boston, Massachusetts |
Q2 2024 |
43 |
$429M |
| Call To Action Foundation |
Salt Lake City, Utah |
Q2 2024 |
1 |
$454M |
| CALTON & ASSOCIATES, INC. |
Tampa, Florida |
Q2 2024 |
188 |
$200M |
| Calypso Capital Management, LP |
New York, New York |
Q4 2014 |
16 |
$14.7M |
| Camarda Financial Advisors, LLC |
Fleming Island, Florida |
Q2 2024 |
75 |
$255M |
| Camber Capital Management LP |
Boston, Massachusetts |
Q2 2024 |
35 |
$2.59B |
| CAMBIAR INVESTORS LLC |
Denver, Colorado |
Q2 2024 |
145 |
$2.56B |
| Cambria Investment Management, L.P. |
Manhattan Beach, California |
Q2 2024 |
343 |
$1.64B |
| Cambrian Capital Limited Partnership |
San Francisco, California |
Q4 2019 |
24 |
$49.4M |
| Cambridge Advisors Inc. |
Omaha, Nebraska |
Q2 2024 |
167 |
$430M |
| CAMBRIDGE ASSOCIATES LLC /MA/ /ADV |
Boston, Massachusetts |
Q2 2024 |
50 |
$2.18B |
| CAMBRIDGE ASSOCIATES LTD LLC/ENGLAND/ /ADV |
Boston, Massachusetts |
Q3 2015 |
2 |
$7.04M |
| Cambridge Financial Group, Inc. |
Columbus, Ohio |
Q2 2024 |
33 |
$222M |
| Cambridge Investment Research Advisors, Inc. |
Fairfield, Iowa |
Q2 2024 |
3308 |
$27.1B |
| CAMBRIDGE TRUST CO |
Cambridge, Massachusetts |
Q1 2024 |
655 |
$2.64B |
| CAMDEN ASSET MANAGEMENT L P /CA |
Los Angeles, California |
Q2 2024 |
93 |
$3.31B |
| CAMDEN NATIONAL BANK |
Camden, Maine |
Q2 2024 |
133 |
$648M |
| CAMDEN NATIONAL CORP |
Camden, Maine |
Q1 2021 |
141 |
$502M |
| Camelot Capital Partners, LLC |
Laguna Beach, California |
Q2 2024 |
3 |
$302M |
| Camelot Portfolios, LLC |
Maumee, Ohio |
Q2 2024 |
595 |
$177M |
| CAMELOT TECHNOLOGY ADVISORS, INC. |
San Francisco, California |
Q2 2024 |
57 |
$107M |
| CAMG Solamere Management, LLC |
Charlotte, North Carolina |
Q3 2021 |
83 |
$122M |
| CAMPBELL CAPITAL MANAGEMENT INC |
Miami, Florida |
Q2 2024 |
49 |
$233M |
| Campbell & CO Investment Adviser LLC |
Baltimore, Maryland |
Q2 2024 |
1005 |
$1.18B |
| CAMPBELL NEWMAN ASSET MANAGEMENT INC |
Milwaukee, Wisconsin |
Q2 2024 |
107 |
$1.25B |
| Campbell Wealth Management |
Alexandria, Virginia |
Q2 2024 |
50 |
$310M |
| Campion Asset Management |
Falls Church, Virginia |
Q2 2024 |
95 |
$127M |
| Canaan Partners VIII LLC |
Westport, Connecticut |
Q4 2019 |
2 |
$31M |
| Canaan Partners VII LLC |
Westport, Connecticut |
Q3 2017 |
1 |
$32.3M |
| Canaan Partners XI LLC |
Menlo Park, California |
Q2 2024 |
3 |
$82.6M |
| Canaan Partners X LLC |
Menlo Park, California |
Q3 2023 |
2 |
$74.7M |
| CANADA LIFE ASSURANCE Co |
Winnipeg, Manitoba, Canada |
Q2 2024 |
2095 |
$53.1B |
| CANADA PENSION PLAN INVESTMENT BOARD |
Toronto Ontario, Ontario, Canada |
Q2 2024 |
1361 |
$102B |
| Canal Capital Management, LLC |
Richmond, Virginia |
Q2 2024 |
147 |
$586M |
| Canal Insurance CO |
Greenville, South Carolina |
Q2 2024 |
76 |
$378M |
| CANANDAIGUA NATIONAL BANK & TRUST CO |
Canandaigua, New York |
Q2 2024 |
302 |
$923M |
| CANANDAIGUA NATIONAL CORP |
Canandaigua, New York |
Q4 2022 |
251 |
$589M |
| Candelo Capital Management LP |
New York, New York |
Q2 2024 |
21 |
$135M |
| Candlestick Capital Management LP |
Greenwich, Connecticut |
Q2 2024 |
59 |
$2.6B |
| Candlewood Investment Group, LP |
Rye, New York |
Q3 2018 |
2 |
$10.1M |
| Candriam S.C.A. |
Strassen, Luxembourg, Luxembourg |
Q2 2024 |
695 |
$16.4B |
| Cannae Holdings, Inc. |
Las Vegas, Nevada |
Q2 2024 |
7 |
$1.19B |
| CANNELL CAPITAL LLC |
Alta, Wyoming |
Q2 2024 |
58 |
$416M |
| Cannell & Co. |
New York, New York |
Q4 2023 |
269 |
$3.15B |
| Cannell & Spears LLC |
New York, New York |
Q2 2024 |
366 |
$4.82B |
| Cannon Global Investment Management, LLC |
Davie, Florida |
Q2 2024 |
35 |
$21.5M |
| Canoe Financial LP |
Calgary, Alberta, Canada |
Q2 2024 |
93 |
$4.91B |
| Canopy Partners, LLC |
Cincinnati, Ohio |
Q2 2024 |
198 |
$215M |
| CANTILLON CAPITAL MANAGEMENT LLC |
New York, New York |
Q2 2024 |
39 |
$15B |
| Canton Hathaway, LLC |
Providence, Rhode Island |
Q2 2024 |
239 |
$366M |
| CANTOR FITZGERALD INVESTMENT ADVISORS L.P. |
New York, New York |
Q2 2024 |
147 |
$1.3B |
| CANTOR FITZGERALD, L. P. |
New York, New York |
Q2 2024 |
223 |
$498M |
| Canvas Wealth Advisors, LLC |
Shawnee, Kansas |
Q2 2024 |
150 |
$312M |
| CANYON CAPITAL ADVISORS LLC |
Dallas, Texas |
Q2 2024 |
17 |
$895M |
| Capasso Planning Partners LLC |
Charleston, South Carolina |
Q1 2024 |
111 |
$241M |
| Capco Asset Management, LLC |
Tampa, Florida |
Q2 2024 |
18 |
$423M |
| Cape Ann Asset Management Ltd |
London, United Kingdom |
Q2 2024 |
6 |
$117M |
| CAPE ANN SAVINGS BANK |
Glocuster, Massachusetts |
Q2 2024 |
86 |
$161M |
| CAPE COD FIVE CENTS SAVINGS BANK |
Orleans, Massachusetts |
Q2 2024 |
189 |
$1.03B |
| Cape Investment Advisory, Inc. |
Mcdonough, Georgia |
Q2 2024 |
928 |
$223M |
| Capital Advantage, Inc. |
Walnut Creek, California |
Q2 2024 |
48 |
$488M |
| CAPITAL ADVISORS INC/OK |
Tulsa, Oklahoma |
Q2 2024 |
310 |
$4.84B |
| Capital Advisors, Ltd. LLC |
Shaker Heights, Ohio |
Q2 2024 |
1340 |
$770M |
| Capital Advisors Wealth Management, LLC |
Yakima, Washington |
Q2 2024 |
160 |
$506M |
| Capital Advisory Group Advisory Services, LLC |
Bloomington, Minnesota |
Q2 2024 |
149 |
$234M |
| Capital Analysts, LLC |
Fort Washington, Pennsylvania |
Q2 2024 |
1209 |
$2.26B |
| Capital Asset Advisory Services LLC |
Williamston, Michigan |
Q2 2024 |
314 |
$1.84B |
| CAPITAL CITY TRUST CO/FL |
Tallahassee, Florida |
Q2 2024 |
108 |
$368M |
| CAPITAL COUNSEL LLC/NY |
New York, New York |
Q2 2024 |
55 |
$2.24B |
| Capital CS Group, LLC |
Irvine, California |
Q2 2024 |
78 |
$86.8M |
| Capital Directions Investment Advisors, LLC |
Atlanta, Georgia |
Q4 2022 |
237 |
$268M |
| Capital Financial Services, LLC |
Clifton Park, New York |
Q4 2022 |
79 |
$72.5M |
| CAPITAL FUND MANAGEMENT S.A. |
Paris, France |
Q2 2024 |
622 |
$8.81B |
| Capital Group Investment Management Pte. Ltd. |
Raffles Quay, Singapore |
Q2 2024 |
140 |
$463M |
| Capital Group Private Client Services, Inc. |
Los Angeles, California |
Q2 2024 |
264 |
$10B |
| CAPITAL GROWTH MANAGEMENT LP |
Boston, Massachusetts |
Q3 2022 |
50 |
$761M |
| CAPITAL GUARDIAN TRUST CO |
Los Angeles, California |
Q2 2019 |
227 |
$7.42B |
| Capital Impact Advisors, LLC |
Boston, Massachusetts |
Q2 2024 |
53 |
$35.5M |
| CAPITAL INSIGHT PARTNERS, LLC |
Scottsdale, Arizona |
Q2 2024 |
157 |
$530M |
| Capital International, Inc./CA/ |
Los Angeles, California |
Q2 2024 |
307 |
$7.52B |
| Capital International Investors |
Los Angeles, California |
Q2 2024 |
439 |
$486B |
| CAPITAL INTERNATIONAL LTD /CA/ |
Los Angeles, California |
Q2 2024 |
143 |
$2.17B |
| Capital International Sarl |
Los Angeles, California |
Q2 2024 |
267 |
$3.28B |
| Capital Investment Advisors, LLC |
Atlanta, Georgia |
Q2 2024 |
649 |
$4.42B |
| Capital Investment Advisory Services, LLC |
Raleigh, North Carolina |
Q2 2024 |
964 |
$969M |
| Capital Investment Counsel, Inc |
Raleigh, North Carolina |
Q2 2024 |
226 |
$664M |
| Capital Investment Counsel, LLC |
Denver, Colorado |
Q2 2024 |
130 |
$510M |
| Capital Investment Services of America, Inc. |
Milwaukee, Wisconsin |
Q2 2024 |
77 |
$1.04B |
| Capital Management Associates, Inc |
Minneapolis, Minnesota |
Q2 2024 |
77 |
$165M |
| CAPITAL MANAGEMENT ASSOCIATES /NY/ |
New York, New York |
Q2 2024 |
73 |
$84.4M |
| CAPITAL MANAGEMENT CORP /VA |
Glen Allen, Virginia |
Q2 2024 |
75 |
$499M |
| Capital Markets Trading UK LLP |
London, United Kingdom |
Q2 2024 |
78 |
$136M |
| Capital Market Strategies LLC |
Palm Beach Gardens, Florida |
Q2 2024 |
152 |
$158M |
| CAPITAL ONE FINANCIAL CORP |
Mclean, Virginia |
Q1 2022 |
91 |
$141M |
| CAPITAL ONE, NATIONAL ASSOCIATION |
New York, New York |
Q4 2019 |
314 |
$756M |
| CAPITAL PERFORMANCE ADVISORS LLP |
Walnut Creek, California |
Q2 2024 |
92 |
$263M |
| Capital Planning Advisors, LLC |
Roseville, California |
Q2 2024 |
136 |
$584M |
| Capital Planning LLC |
Bellevue, Washington |
Q2 2024 |
80 |
$334M |
| Capital Research Global Investors |
Los Angeles, California |
Q2 2024 |
414 |
$456B |
| Capital Returns Management, LLC |
Rye, New York |
Q3 2020 |
12 |
$38.7M |
| Capital Square, LLC |
Chattanooga, Tennessee |
Q2 2024 |
158 |
$153M |
| Capital Today Evergreen Fund, L.P. |
Grand Cayman, Cayman Islands |
Q2 2024 |
3 |
$218M |
| Capital Wealth Alliance, LLC |
Scottsdale, Arizona |
Q2 2024 |
105 |
$175M |
| CAPITAL WEALTH MANAGEMENT, LLC |
W. Warwick, Rhode Island |
Q2 2024 |
40 |
$218M |
| Capital Wealth Planning, LLC |
Naples, Florida |
Q2 2024 |
128 |
$9.44B |
| Capital World Investors |
Los Angeles, California |
Q2 2024 |
536 |
$613B |
| Capital Z Partners Management, LLC |
New York, New York |
Q3 2017 |
1 |
$47.4M |
| Capitol Family Office, Inc. |
Beaverton, Oregon |
Q2 2024 |
15 |
$74.8M |
| Capitolis Liquid Global Markets LLC |
New York, New York |
Q2 2024 |
111 |
$8.09B |
| CAP Partners, LLC |
Franklin, Tennessee |
Q2 2024 |
126 |
$123M |
| Capricorn Fund Managers Ltd |
London, United Kingdom |
Q2 2024 |
55 |
$142M |
| Capricorn Investment Group LLC |
Palo Alto, California |
Q2 2024 |
8 |
$391M |
| CAPRIN ASSET MANAGEMENT LLC /ADV |
Henrico, Virginia |
Q4 2022 |
21 |
$64.1M |
| Caprock Group, LLC |
Boise, Idaho |
Q2 2024 |
859 |
$2.46B |
| CAPSTONE ASSET MANAGEMENT CO |
Houston, Texas |
Q2 2017 |
1588 |
$3.6B |
| CAPSTONE CAPITAL LLC |
Henderson, Nevada |
Q2 2024 |
21 |
$112M |
| Capstone Financial Advisors, Inc. |
Downers Grove, Illinois |
Q2 2024 |
158 |
$1.51B |
| Capstone Financial Group, Inc. |
Oklahoma City, Oklahoma |
Q3 2020 |
156 |
$129M |
| CAPSTONE INVESTMENT ADVISORS, LLC |
New York, New York |
Q2 2024 |
1009 |
$4.58B |
| Capstone Investment Advisors (Netherlands), B.V. |
New York, New York |
Q2 2017 |
125 |
$28M |
| Capstone Triton Financial Group, LLC |
Oklahoma City, Oklahoma |
Q2 2024 |
96 |
$143M |
| CAPSTONE WEALTH MANAGEMENT GROUP, LLC |
Clarks Green, Pennsylvania |
Q2 2024 |
68 |
$153M |
| Caption Management, LLC |
Oklahoma City, Oklahoma |
Q2 2024 |
391 |
$944M |
| CAPTRUST FINANCIAL ADVISORS |
Raleigh, North Carolina |
Q2 2024 |
2197 |
$30.4B |
| Capula Management Ltd |
Grand Cayman, Cayman Islands |
Q2 2024 |
283 |
$8.94B |
| CapWealth Advisors, LLC |
Franklin, Tennessee |
Q2 2024 |
98 |
$791M |
| CARBONADO CAPITAL |
New York, New York |
Q4 2018 |
10 |
$149M |
| Cardan Capital Partners, LLC |
Denver, Colorado |
Q3 2021 |
243 |
$893M |
| Cardano Risk Management B.V. |
Rotterdam, Netherlands |
Q2 2024 |
17 |
$5.09B |
| CARDEROCK CAPITAL MANAGEMENT INC |
Chevy Chase, Maryland |
Q2 2024 |
69 |
$382M |
| CARDIFF PARK ADVISORS, LLC |
Carlsbad, California |
Q2 2024 |
329 |
$1.03B |
| Cardinal Capital Management |
Raleigh, North Carolina |
Q2 2024 |
134 |
$594M |
| Cardinal Capital Management, Inc. |
Winnipeg, Manitoba, Canada |
Q2 2024 |
66 |
$2.6B |
| CARDINAL CAPITAL MANAGEMENT LLC /CT |
Greenwich, Connecticut |
Q2 2024 |
55 |
$365M |
| Cardinal Point Capital Management ULC |
Toronto, Ontario, Canada |
Q2 2024 |
73 |
$575M |
| Cardinal Point Wealth Management LLC |
Irvine, California |
Q3 2021 |
42 |
$213M |
| Cardinal Strategic Wealth Guidance |
Louisville, Kentucky |
Q2 2024 |
77 |
$277M |
| CARL DOMINO INC |
West Palm Beach, Florida |
Q3 2017 |
115 |
$82M |
| Carl P. Sherr & Co., LLC |
Worcester, Massachusetts |
Q2 2024 |
116 |
$179M |
| Carlsbad Wealth Advisory Group, Inc. |
Carlsbad, California |
Q2 2023 |
45 |
$155M |
| Carlson Capital, L.P. |
Dallas, Texas |
Q2 2024 |
92 |
$640M |
| Carlson Capital Management |
Northfield, Minnesota |
Q2 2024 |
106 |
$2.12B |
| CARL STUART INVESTMENT ADVISOR, INC |
Austin, Texas |
Q2 2024 |
15 |
$160M |
| Carlton Hofferkamp & Jenks Wealth Management, LLC |
The Woodlands, Texas |
Q2 2024 |
139 |
$255M |
| Carlyle Group Inc. |
Washington, District Of Columbia |
Q2 2024 |
31 |
$1.05B |
| Carmel Capital Management L.L.C. |
Carmel, California |
Q2 2024 |
27 |
$257M |
| Carmel Capital Partners, LLC |
San Diego, California |
Q2 2024 |
163 |
$237M |
| Carmichael Hill & Associates, Inc. |
Gaithersburg, Maryland |
Q2 2024 |
676 |
$246M |
| Carmignac Gestion |
Paris, France |
Q2 2024 |
155 |
$5.83B |
| Carnegie Investment Counsel |
Pepper Pike, Ohio |
Q2 2024 |
466 |
$3.21B |
| CARNEGIE MELLON UNIVERSITY |
Pittsburgh, Pennsylvania |
Q2 2024 |
4 |
$73.9M |
| Carnick & Kubik, LLC |
Colorado Springs, Colorado |
Q1 2016 |
983 |
$333M |
| CAROLINAS WEALTH CONSULTING LLC |
Charlotte, North Carolina |
Q2 2024 |
1040 |
$499M |
| Carolina Wealth Advisors, LLC |
Myrtle Beach, South Carolina |
Q2 2024 |
225 |
$204M |
| Carrera Capital Advisors |
Troy, Michigan |
Q2 2024 |
85 |
$306M |
| CARRET ASSET MANAGEMENT, LLC |
New York, New York |
Q2 2024 |
275 |
$857M |
| Carr Financial Group Corp |
Worcester, Massachusetts |
Q2 2024 |
185 |
$314M |
| Carrhae Capital LLP |
London, United Kingdom |
Q2 2024 |
19 |
$611M |
| Carroll Financial Associates, Inc. |
Charlotte, North Carolina |
Q4 2021 |
1554 |
$1.88B |
| Carroll Investors, Inc |
Mt Pleasant, South Carolina |
Q2 2024 |
22 |
$142M |
| CARRONADE CAPITAL MANAGEMENT, LP |
Darien, Connecticut |
Q2 2024 |
19 |
$305M |
| Carson Advisory Inc. |
Athens, Georgia |
Q2 2024 |
166 |
$143M |
| CarsonAllaria Wealth Management, Ltd. |
Glen Carbon, Illinois |
Q2 2024 |
379 |
$163M |
| Cartenna Capital, LP |
Stamford, Connecticut |
Q2 2024 |
34 |
$1.28B |
| Carter Financial Group, INC. |
Barrington, Illinois |
Q1 2022 |
60 |
$74.6M |
| Cartica Management, LLC |
Washington, District Of Columbia |
Q1 2023 |
1 |
$20.9M |
| CARY STREET PARTNERS ASSET MANAGEMENT LLC |
Richmond, Virginia |
Q2 2024 |
203 |
$670M |
| CARY STREET PARTNERS INVESTMENT ADVISORY LLC |
Richmond, Virginia |
Q2 2024 |
750 |
$2.47B |
| Casablanca Capital LP |
New York, New York |
Q4 2015 |
1 |
$11.4M |
| Cascabel Management LP |
New York, New York |
Q3 2015 |
18 |
$4.06M |
| Cascade Financial Partners, LLC |
San Diego, California |
Q2 2024 |
233 |
$761M |
| Cascade Investment Advisors, Inc. |
Oregon City, Oregon |
Q2 2024 |
111 |
$148M |
| CASCADE INVESTMENT GROUP, INC. |
Colorado Springs, Colorado |
Q2 2024 |
129 |
$128M |
| Cascade Wealth Advisors, Inc |
Wenatchee, Washington |
Q2 2024 |
51 |
$135M |
| Cascadia Advisory Services, LLC |
Portland, Oregon |
Q3 2021 |
246 |
$493M |
| Casdin Capital, LLC |
New York, New York |
Q2 2024 |
38 |
$1.3B |
| CAS Investment Partners, LLC |
Westport, Connecticut |
Q2 2024 |
5 |
$1.28B |
| CASPIAN CAPITAL LP |
New York, New York |
Q2 2024 |
5 |
$55.4M |
| Cassaday & Co Inc. |
Mclean, Virginia |
Q4 2021 |
34 |
$1.06B |
| Cassaday & Co Wealth Management LLC |
Mclean, Virginia |
Q2 2024 |
290 |
$3.18B |
| Cassady Schiller Wealth Management, LLC |
Cincinnati, Ohio |
Q2 2024 |
467 |
$246M |
| Cassia Capital Partners, LLC |
Winston Salem, North Carolina |
Q2 2024 |
59 |
$152M |
| Castellan Group |
Louisville, Kentucky |
Q2 2024 |
59 |
$210M |
| CastleArk Alternatives, LLC |
Chicago, Illinois |
Q3 2022 |
29 |
$11.7M |
| CASTLEARK MANAGEMENT LLC |
Chicago, Illinois |
Q2 2024 |
271 |
$2.45B |
| CASTLE CREEK CAPITAL PARTNERS IV, LP |
Rancho Santa Fe, California |
Q3 2020 |
1 |
$28M |
| Castle Creek Capital Partners VI, LP |
San Diego, California |
Q2 2024 |
4 |
$121M |
| Castle Financial & Retirement Planning Associates, Inc. |
Fair Haven, New Jersey |
Q4 2021 |
183 |
$29.4M |
| Castle Hook Partners LP |
New York, New York |
Q2 2024 |
46 |
$2.89B |
| CastleKnight Management LP |
New York, New York |
Q2 2024 |
298 |
$747M |
| CASTLELAKE L.P. |
Minneapolis, Minnesota |
Q3 2021 |
1 |
$48.5M |
| Castle Ridge Investment Management LP |
Greenwich, Connecticut |
Q3 2017 |
18 |
$98.4M |
| CASTLEROCK ASSET MANAGEMENT INC |
New York, New York |
Q3 2014 |
23 |
$11.9M |
| Castle Rock Wealth Management, LLC |
Walnut Creek, California |
Q2 2024 |
236 |
$400M |
| Castleton Investment Management LLC |
Stamford, Connecticut |
Q3 2020 |
1 |
$10M |
| Castleview Partners, LLC |
Dallas, Texas |
Q2 2024 |
915 |
$176M |
| CASTLE WEALTH MANAGEMENT LLC |
West Palm Beach, Florida |
Q2 2024 |
117 |
$209M |
| Catalina Capital Group, LLC |
Torrance, California |
Q2 2024 |
311 |
$263M |
| Catalys Pacific, LLC |
Tokyo, Japan |
Q2 2024 |
3 |
$132M |
| Catalyst Capital Advisors LLC |
Huntington, New York |
Q2 2024 |
399 |
$4.33B |
| CATALYST FINANCIAL PARTNERS LLC |
Boston, Massachusetts |
Q2 2024 |
245 |
$455M |
| CATALYST PRIVATE WEALTH, LLC |
San Francisco, California |
Q2 2024 |
80 |
$189M |
| Catalyst Wealth Management, LLC |
Atlanta, Georgia |
Q1 2023 |
120 |
$107M |
| Catalytic Wealth RIA, LLC |
Cambridge, Massachusetts |
Q2 2024 |
268 |
$507M |
| Catamount Wealth Management |
Westport, Connecticut |
Q1 2019 |
185 |
$176M |
| CATAPULT CAPITAL MANAGEMENT LLC |
New York, New York |
Q3 2015 |
116 |
$193M |
| CATAWBA CAPITAL MANAGEMENT /VA |
Roanoke, Virginia |
Q2 2018 |
210 |
$425M |
| Catawba River Capital |
Lake Wylie, South Carolina |
Q2 2024 |
20 |
$165M |
| CAT ROCK CAPITAL MANAGEMENT LP |
Greenwich, Connecticut |
Q2 2024 |
11 |
$893M |
| Catterton Management Company, L.L.C. |
Greenwich, Connecticut |
Q2 2024 |
7 |
$6.86B |
| CAUSEWAY CAPITAL MANAGEMENT LLC |
Los Angeles, California |
Q2 2024 |
90 |
$3.65B |
| Cavalier Investments, LLC |
Alpharetta, Georgia |
Q2 2024 |
79 |
$325M |
| Cavalry Management Group, LLC |
San Francisco, California |
Q1 2024 |
17 |
$7.91M |
| CAXTON ASSOCIATES LP |
New York, New York |
Q2 2024 |
463 |
$2.56B |
| CAXTON CORP |
Princeton, New Jersey |
Q2 2024 |
12 |
$19.7M |
| CAZ INVESTMENTS LP |
Houston, Texas |
Q2 2024 |
35 |
$67.9M |
| CBIZ Investment Advisory Services, LLC |
Independence, Ohio |
Q2 2024 |
401 |
$1.78B |
| CBRE INVESTMENT MANAGEMENT LISTED REAL ASSETS LLC |
Radnor, Pennsylvania |
Q2 2024 |
110 |
$5.46B |
| CCG WEALTH MANAGEMENT, LLC |
San Diego, California |
Q2 2024 |
70 |
$177M |
| CCLA Investment Management |
London, United Kingdom |
Q2 2024 |
69 |
$6.4B |
| CCM INVESTMENT ADVISERS LLC |
Columbia, South Carolina |
Q2 2024 |
78 |
$852M |
| CCMP Capital, LP |
New York, New York |
Q4 2015 |
3 |
$1.11B |
| CDAM (UK) Ltd |
London, United Kingdom |
Q2 2024 |
10 |
$670M |
| Cedar Brook Financial Partners, LLC |
Cleveland, Ohio |
Q2 2024 |
29 |
$13.3M |
| CEDAR CAPITAL, LLC |
Barrington, Illinois |
Q3 2021 |
54 |
$54.9M |
| CEDAR HILL ASSOCIATES, LLC |
Chicago, Illinois |
Q4 2018 |
108 |
$261M |
| Cedar Mountain Advisors, LLC |
Lake Oswego, Oregon |
Q2 2024 |
337 |
$405M |
| Cedar Point Capital Partners, LLC |
Cedar Rapids, Iowa |
Q2 2024 |
54 |
$134M |
| Cedar Wealth Management, LLC |
Walnut Creek, California |
Q2 2024 |
302 |
$308M |
| Cederberg Capital Ltd |
London, United Kingdom |
Q2 2024 |
5 |
$304M |
| CEDRUS LLC |
Littleton, Colorado |
Q2 2024 |
154 |
$200M |
| CEERA INVESTMENTS, LLC |
Bellaire, Texas |
Q2 2024 |
92 |
$236M |
| Ceeto Capital Group, LLC |
Coral Gables, Florida |
Q2 2024 |
165 |
$258M |
| Centaur Capital Partners, L.P. |
Southlake, Texas |
Q3 2018 |
17 |
$43.8M |
| CENTAURUS FINANCIAL, INC. |
Anaheim, California |
Q1 2024 |
761 |
$1.43B |
| Centennial Bank/AR/ |
Conway, Arkansas |
Q2 2024 |
329 |
$204M |
| Centennial Wealth Advisory LLC |
Traverse City, Michigan |
Q2 2024 |
139 |
$231M |
| CenterBook Partners LP |
Greenwich, Connecticut |
Q2 2024 |
388 |
$1.61B |
| Centerbridge Partners, L.P. |
New York, New York |
Q2 2024 |
9 |
$505M |
| Center Coast Capital Advisors, LP |
Houston, Texas |
Q4 2017 |
45 |
$3.72B |
| Centered Wealth LLC dba Miller Equity Capital Advisors |
Irving, Texas |
Q2 2024 |
55 |
$240M |
| Center For Asset Management LLC |
Palm Beach Gardens, Florida |
Q2 2024 |
121 |
$149M |
| Center for Financial Planning, Inc. |
Southfied, Michigan |
Q2 2024 |
585 |
$692M |
| Center Lake Capital Management, LLC |
West Palm Beach, Florida |
Q2 2024 |
9 |
$51.5M |
| Centerline Investment Partners, LP |
New York, New York |
Q3 2014 |
31 |
$108M |
| Centerpoint Advisors, LLC |
Needham, Massachusetts |
Q2 2024 |
432 |
$278M |
| CENTERSQUARE INVESTMENT MANAGEMENT LLC |
Conshohocken, Pennsylvania |
Q2 2024 |
71 |
$9.24B |
| CenterStar Asset Management, LLC |
Chicago, Illinois |
Q2 2024 |
59 |
$66.5M |
| CenterStar Fund, LLC |
Chicago, Illinois |
Q4 2016 |
541 |
$123K |
| Centerstone Investors, LLC |
New York, New York |
Q2 2024 |
29 |
$109M |
| Centiva Capital, LP |
New York, New York |
Q2 2024 |
1522 |
$2.05B |
| Central Asset Investments & Management Holdings (HK) Ltd |
Hong Kong, Hong Kong |
Q2 2024 |
51 |
$151M |
| CENTRAL BANK & TRUST CO |
Lexington, Kentucky |
Q2 2024 |
358 |
$719M |
| Central Pacific Bank - Trust Division |
Honolulu, Hawaii |
Q2 2024 |
952 |
$839M |
| CENTRAL SECURITIES CORP |
New York, New York |
Q2 2024 |
28 |
$1.01B |
| Central Square Management LLC |
Naperville, Illinois |
Q3 2016 |
16 |
$43.2M |
| CENTRAL TRUST Co |
Jefferson City, Missouri |
Q2 2024 |
1409 |
$4.08B |
| CENTRAL VALLEY ADVISORS, LLC |
Sacramento, California |
Q2 2024 |
158 |
$155M |
| Centre Asset Management, LLC |
New York, New York |
Q2 2024 |
61 |
$436M |
| Centric Wealth Management |
Chicago, Illinois |
Q2 2024 |
160 |
$334M |
| Centurion Wealth Management LLC |
Mclean, Virginia |
Q1 2024 |
190 |
$252M |
| Century Capital Management, LLC |
Boston, Massachusetts |
Q2 2017 |
209 |
$581M |
| CenturyLink Investment Management Co |
Denver, Colorado |
Q4 2022 |
1 |
$44.3M |
| Cerberus Capital Management, L.P. |
New York, New York |
Q2 2024 |
4 |
$3.64B |
| Cercano Management LLC |
Bellevue, Washington |
Q2 2024 |
98 |
$3.75B |
| Cerebellum GP, LLC |
San Francisco, California |
Q3 2020 |
377 |
$21.5M |
| Ceredex Value Advisors LLC |
Orlando, Florida |
Q2 2024 |
156 |
$5.29B |
| Cerity Partners LLC |
New York, New York |
Q2 2024 |
2219 |
$36.8B |
| Cerity Partners OCIO LLC |
New York, New York |
Q2 2024 |
27 |
$1.31B |
| Ceros Financial Services Inc. |
Rockville, Maryland |
Q1 2019 |
187 |
$303M |
| Cerro Pacific Wealth Advisors LLC |
San Luis Obispo, California |
Q2 2024 |
149 |
$262M |
| Certares Management LLC |
New York, New York |
Q2 2024 |
1 |
$30.5M |
| Certified Advisory Corp |
Altamonte Springs, Florida |
Q2 2024 |
288 |
$797M |
| CERTUITY, LLC |
North Palm Beach, Florida |
Q2 2024 |
356 |
$1.25B |
| Certus Wealth Management, LLC |
Redwood City, California |
Q2 2024 |
52 |
$132M |
| Cetera Investment Advisers |
Schaumburg, Illinois |
Q2 2024 |
3683 |
$43.4B |
| Cetera Trust Company, N.A |
St. Paul, Minnesota |
Q2 2024 |
408 |
$159M |
| Cevian Capital II GP LTD |
St. Helier, Jersey |
Q2 2024 |
3 |
$2.97B |
| CFM WEALTH PARTNERS LLC |
Austin, Texas |
Q2 2024 |
146 |
$544M |
| CFO4Life Group, LLC |
Coppell, Texas |
Q2 2024 |
205 |
$532M |
| CFO4Life, L.P. |
Coppell, Texas |
Q4 2022 |
176 |
$471M |
| CFS Investment Advisory Services, LLC |
Totowa, New Jersey |
Q2 2024 |
257 |
$1.23B |
| CFS, LLC |
Oklahoma City, Oklahoma |
Q3 2016 |
1 |
$210K |
| CG Asset Management LLC |
New York, New York |
Q4 2016 |
138 |
$268M |
| CGC Financial Services, LLC |
Lake Oswego, Oregon |
Q2 2024 |
353 |
$230M |
| CGM TRUST |
Boston, Massachusetts |
Q3 2020 |
46 |
$957M |
| CGN Advisors LLC |
Manhattan, Kansas |
Q2 2024 |
267 |
$859M |
| CGOV Asset Management |
Toronto, Ontario, Canada |
Q1 2018 |
49 |
$1.73B |
| CHAI TRUST CO LLC |
Chicago, Illinois |
Q2 2024 |
10 |
$583M |
| Champlain Investment Partners, LLC |
Burlington, Vermont |
Q2 2024 |
122 |
$16.3B |
| Chandler Asset Management, Inc. |
San Diego, California |
Q2 2024 |
24 |
$493M |
| Chaney Capital Management, Inc. |
Lynnwood, Washington |
Q2 2024 |
36 |
$151M |
| CHANNEL WEALTH LLC |
Santa Barbara, California |
Q2 2024 |
164 |
$276M |
| Channing Capital Management, LLC |
Chicago, Illinois |
Q2 2024 |
106 |
$3.64B |
| CHANNING GLOBAL ADVISORS, LLC |
Miami, Florida |
Q2 2024 |
51 |
$120M |
| Chanos & Co LP |
New York, New York |
Q3 2023 |
7 |
$3.87M |
| Chan Zuckerberg Initiative, LLC |
Redwood City, California |
Q2 2024 |
2 |
$302M |
| CHAPIN DAVIS, INC. |
Baltimore, Maryland |
Q2 2024 |
227 |
$293M |
| Chapman Investment Management, LLC |
San Anselmo, California |
Q2 2024 |
32 |
$132M |
| Chapwood Capital Investment Management, LLC |
Plano, Texas |
Q4 2019 |
70 |
$99.4M |
| Charles Carroll Financial Partners, LLC |
Kingston, Massachusetts |
Q4 2023 |
38 |
$93M |
| Charles-Lim Capital Ltd |
Central, Hong Kong |
Q2 2024 |
6 |
$407M |
| Charles River XIII GP, LLC |
Cambridge, Massachusetts |
Q2 2015 |
1 |
$115M |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC |
San Francisco, California |
Q2 2024 |
3621 |
$525B |
| Charles Schwab Trust Bank |
Henderson, Nevada |
Q2 2024 |
1 |
$139M |
| Charles Schwab Trust Co |
Henderson, Nevada |
Q2 2024 |
151 |
$1.08B |
| CHARLES STEWART MOTT FOUNDATION |
Flint, Michigan |
Q3 2016 |
2 |
$4.73M |
| Charter Oak Capital Management, LLC |
Portsmouth, New Hampshire |
Q2 2024 |
175 |
$958M |
| Charter Oak Partners Management, L.P. |
Westport, Connecticut |
Q3 2014 |
30 |
$133M |
| CHARTER RESEARCH & INVESTMENT GROUP, INC. |
Southport, Connecticut |
Q2 2024 |
81 |
$127M |
| CHARTIST INC /CA/ |
Seal Beach, California |
Q2 2024 |
28 |
$110M |
| CHARTWELL INVESTMENT PARTNERS, LLC |
Berywn, Pennsylvania |
Q2 2024 |
410 |
$2.85B |
| CHARTWELL INVESTMENT PARTNERS/PA |
Berwyn, Pennsylvania |
Q1 2014 |
341 |
$4.92B |
| CHASE INVESTMENT COUNSEL CORP |
Charlottesville, Virginia |
Q2 2024 |
121 |
$282M |
| CHATHAM CAPITAL GROUP, INC. |
Savannah, Georgia |
Q2 2024 |
191 |
$573M |
| Chautauqua Capital Management |
Boulder, Colorado |
Q4 2015 |
26 |
$317M |
| Checchi Capital Advisers, LLC |
Beverly Hills, California |
Q2 2024 |
560 |
$1.26B |
| CHECK CAPITAL MANAGEMENT INC/CA |
Costa Mesa, California |
Q2 2024 |
49 |
$1.37B |
| Checkpoint Capital L.P. |
San Francisco, California |
Q2 2024 |
16 |
$166M |
| CHELSEA COUNSEL CO |
Los Angeles, California |
Q1 2024 |
178 |
$176M |
| CHEMICAL BANK |
Detroit, Michigan |
Q2 2019 |
347 |
$881M |
| Chemistry Wealth Management LLC |
New York, New York |
Q2 2024 |
168 |
$387M |
| CHEMUNG CANAL TRUST CO |
Elmira, New York |
Q2 2024 |
118 |
$517M |
| Cherry Creek Investment Advisors, Inc. |
Englewood, Colorado |
Q2 2024 |
106 |
$192M |
| CHERRYDALE WEALTH MANAGEMENT, LLC |
Hoboken, New Jersey |
Q2 2024 |
67 |
$228M |
| Cherry Tree Wealth Management, LLC |
Minnetonka, Minnesota |
Q2 2024 |
596 |
$398M |
| CHESAPEAKE ASSET MANAGEMENT LLC |
New York, New York |
Q4 2019 |
44 |
$59M |
| CHESAPEAKE CAPITAL CORP /IL/ |
Tampa, Florida |
Q2 2024 |
156 |
$76.3M |
| Chesapeake Wealth Management |
Williamsburg, Virginia |
Q2 2024 |
155 |
$276M |
| Chescapmanager LLC |
Baltimore, Maryland |
Q2 2024 |
28 |
$633M |
| Chesley Taft & Associates LLC |
Chicago, Illinois |
Q2 2024 |
309 |
$1.99B |
| Chessman Wealth Strategies RIA |
Dallas, Texas |
Q4 2019 |
1 |
$211K |
| Cheviot Value Management, LLC |
Beverly Hills, California |
Q2 2024 |
69 |
$511M |
| Chevy Chase Trust Holdings, LLC |
Bethesda, Maryland |
Q2 2024 |
613 |
$31.3B |
| Cheyne Capital Management (UK) LLP |
London, United Kingdom |
Q4 2023 |
15 |
$27.9M |
| CHI Advisors LLC |
New York, New York |
Q3 2023 |
26 |
$252M |
| Chicago Capital, LLC |
Chicago, Illinois |
Q2 2024 |
307 |
$3.36B |
| Chicago Capital Management, LLC |
Chicago, Illinois |
Q2 2024 |
41 |
$42.8M |
| CHICAGO EQUITY PARTNERS LLC |
Chicago, Illinois |
Q1 2020 |
647 |
$993M |
| Chicago Partners Investment Group LLC |
Chicago, Illinois |
Q2 2024 |
743 |
$2.58B |
| CHICAGO TRUST Co NA |
Grayslake, Illinois |
Q2 2024 |
320 |
$493M |
| Chicago Wealth Management, Inc. |
Chicago, Illinois |
Q2 2024 |
49 |
$174M |
| CHICKASAW CAPITAL MANAGEMENT LLC |
Memphis, Tennessee |
Q2 2024 |
98 |
$2.25B |
| Chico Wealth RIA |
Chico, California |
Q2 2024 |
27 |
$109M |
| CHILDRESS CAPITAL ADVISORS, LLC |
Houston, Texas |
Q2 2024 |
221 |
$349M |
| CHILTON CAPITAL MANAGEMENT LLC |
Houston, Texas |
Q2 2024 |
606 |
$2.24B |
| CHILTON INVESTMENT CO INC. |
Stamford, Connecticut |
Q2 2024 |
165 |
$3.55B |
| Chimera Capital Management LLC |
New York, New York |
Q1 2023 |
63 |
$197M |
| China Universal Asset Management Co., Ltd. |
Shanghai, China |
Q2 2024 |
412 |
$709M |
| Chinook Capital Management |
Lake Oswego, Oregon |
Q4 2013 |
50 |
$75.6M |
| CHIRON CAPITAL MANAGEMENT, LLC |
Tallahassee, Florida |
Q2 2024 |
113 |
$105M |
| Chiron Investment Management, LLC |
New York, New York |
Q2 2024 |
71 |
$255M |
| Choate Investment Advisors |
Boston, Massachusetts |
Q2 2024 |
377 |
$3.81B |
| Choice Wealth Advisors, LLC |
Waterville, Maine |
Q2 2024 |
29 |
$189M |
| CHOREO, LLC |
Minneapolis, Minnesota |
Q2 2024 |
1516 |
$5.93B |
| Chou Associates Management Inc. |
Toronto, Ontario, Canada |
Q2 2024 |
30 |
$139M |
| Chris Bulman Inc |
Roseville, California |
Q2 2024 |
392 |
$146M |
| Christensen, King & Associates Investment Services, Inc. |
Richland, Washington |
Q2 2024 |
93 |
$203M |
| Christopher J. Hasenberg, Inc |
Eau Claire, Wisconsin |
Q2 2024 |
139 |
$221M |
| Chronos Wealth Management, LLC |
Clearwater, Florida |
Q2 2024 |
40 |
$180M |
| CHUBB CORP |
Warren, New Jersey |
Q4 2015 |
71 |
$1.24B |
| Chubb Ltd |
Zurich, Switzerland |
Q4 2022 |
3 |
$29.9M |
| CHURCHILL MANAGEMENT Corp |
Los Angeles, California |
Q2 2024 |
149 |
$8.48B |
| CIBC Asset Management Inc |
Toronto, Ontario, Canada |
Q2 2024 |
1145 |
$28.1B |
| CIBC BANK USA |
Chicago, Illinois |
Q4 2019 |
270 |
$755M |
| CIBC Private Wealth Group LLC |
Atlanta, Georgia |
Q2 2024 |
3138 |
$53.3B |
| CIBC WORLD MARKET INC. |
Toronto, Ontario, Canada |
Q2 2024 |
1186 |
$40.2B |
| CIBC WORLD MARKETS CORP |
New York, New York |
Q2 2024 |
686 |
$15.2B |
| CIC Wealth, LLC |
Rockville, Maryland |
Q2 2024 |
160 |
$363M |
| CIDEL ASSET MANAGEMENT INC |
Toronto, Ontario, Ontario, Canada |
Q2 2024 |
319 |
$1.28B |
| Cider Mill Investments LP |
Greenwich, Connecticut |
Q1 2019 |
24 |
$72.2M |
| CIF Asset Management Ltd |
Hong Kong, Hong Kong |
Q3 2021 |
9 |
$85.2M |
| CIGNA INVESTMENTS INC /NEW |
Bloomfield, Connecticut |
Q2 2024 |
443 |
$536M |
| CI INVESTMENTS INC. |
Toronto, Ontario, Canada |
Q2 2024 |
1250 |
$25.4B |
| CIM INVESTMENT MANAGEMENT INC |
Pittsburgh, Pennsylvania |
Q2 2024 |
255 |
$324M |
| CIM, LLC |
Albany, New York |
Q2 2024 |
158 |
$574M |
| CINCINNATI CASUALTY CO |
Fairfield, Ohio |
Q2 2024 |
26 |
$183M |
| CINCINNATI FINANCIAL CORP |
Fairfield, Ohio |
Q2 2024 |
52 |
$4.64B |
| CINCINNATI INDEMNITY CO |
Fairfield, Ohio |
Q2 2024 |
11 |
$37.2M |
| CINCINNATI INSURANCE CO |
Fairfield, Ohio |
Q2 2024 |
63 |
$6.06B |
| CINCINNATI LIFE INSURANCE CO |
Fairfield, Ohio |
Q2 2024 |
|
$39.6K |
| Cincinnati Specialty Underwriters Insurance CO |
Fairfield, Ohio |
Q2 2024 |
41 |
$333M |
| Cinctive Capital Management LP |
New York, New York |
Q2 2024 |
358 |
$1.86B |
| CINQUE PARTNERS LLC |
Los Angeles, California |
Q4 2015 |
21 |
$8.85M |
| Ciovacco Capital Management LLC |
Atlanta, Georgia |
Q2 2024 |
23 |
$155M |
| Cipher Capital LP |
New York, New York |
Q1 2024 |
411 |
$216M |
| Circle Wealth Management, LLC |
Summit, New Jersey |
Q2 2024 |
211 |
$4.33B |
| Circumference Group LLC |
Little Rock, Arkansas |
Q2 2024 |
25 |
$93.6M |
| CISCO SYSTEMS, INC. |
San Jose, California |
Q2 2024 |
4 |
$475M |
| CITADEL ADVISORS LLC |
Miami, Florida |
Q2 2024 |
5818 |
$102B |
| Citadel Investment Advisory, Inc. |
Chesterland, Ohio |
Q2 2024 |
82 |
$176M |
| CITIGROUP INC |
New York, New York |
Q2 2024 |
4774 |
$104B |
| Citizens Business Bank |
Ontario, California |
Q2 2024 |
103 |
$456M |
| CITIZENS FINANCIAL GROUP INC/RI |
Providence, Rhode Island |
Q2 2024 |
528 |
$4.51B |
| Citizens National Bank Trust Department |
Meridian, Mississippi |
Q2 2024 |
346 |
$449M |
| CITIZENS & NORTHERN CORP |
Wellsboro, Pennsylvania |
Q2 2024 |
118 |
$320M |
| City Center Advisors, LLC |
Troy, Michigan |
Q2 2024 |
157 |
$81.6M |
| City Financial Investment Co Ltd |
London, United Kingdom |
Q4 2018 |
115 |
$554M |
| CITY HOLDING CO |
Charleston, West Virginia |
Q2 2024 |
459 |
$676M |
| CITY OF LONDON INVESTMENT MANAGEMENT CO LTD |
London, United Kingdom |
Q2 2024 |
94 |
$1.17B |
| City State Bank |
Norwalk, Iowa |
Q2 2024 |
730 |
$245M |
| C-J Advisory, Inc. |
San Jose, California |
Q3 2021 |
34 |
$189M |
| CJM Wealth Advisers, Ltd. |
Falls Church, Virginia |
Q2 2024 |
64 |
$272M |
| CKW FINANCIAL GROUP |
Honolulu, Hawaii |
Q2 2024 |
212 |
$784M |
| Claar Advisors LLC |
New York, New York |
Q2 2024 |
24 |
$311M |
| Cladis Investment Advisory, LLC |
Billings, Montana |
Q2 2024 |
126 |
$120M |
| Clal Insurance Enterprises Holdings Ltd |
Tel Aviv, Israel |
Q2 2024 |
118 |
$9.57B |
| Claraphi Advisory Network, LLC |
Aliso Viejo, United States |
Q4 2022 |
157 |
$251M |
| Claremont Financial Group, Inc. |
Claremont, California |
Q1 2022 |
34 |
$23.4M |
| Claren Road Asset Management, LLC |
New York, New York |
Q3 2017 |
1 |
$891K |
| Claret Asset Management Corp |
Montreal, Quebec, Canada |
Q2 2024 |
251 |
$561M |
| CLARIS ADVISORS, LLC / MO / |
St. Louis, Missouri |
Q2 2024 |
56 |
$194M |
| Clarity Asset Management, Inc. |
Ames, Iowa |
Q2 2024 |
196 |
$141M |
| Clarity Capital Advisors, LLC |
Lakewood Ranch, Florida |
Q2 2024 |
78 |
$129M |
| Clarity Capital Partners LLC |
Newport Beach, California |
Q2 2024 |
124 |
$163M |
| Clarity Financial LLC |
Houston, Texas |
Q2 2024 |
122 |
$665M |
| Clarity Wealth Advisors, LLC |
San Jose, California |
Q2 2024 |
87 |
$309M |
| Clarius Group, LLC |
Seattle, Washington |
Q2 2024 |
447 |
$1.41B |
| ClariVest Asset Management LLC |
San Diego, California |
Q2 2024 |
844 |
$980M |
| Clark Capital Management Group, Inc. |
Philadelphia, Pennsylvania |
Q2 2024 |
384 |
$13.6B |
| CLARK ESTATES INC/NY |
New York, New York |
Q2 2024 |
86 |
$533M |
| CLARK FINANCIAL SERVICES GROUP INC /BD |
Chesterfield, Missouri |
Q2 2024 |
61 |
$94.8M |
| Clarkston Capital Partners, LLC |
Bloomfield Hills, Michigan |
Q2 2024 |
153 |
$5.24B |
| Claro Advisors LLC |
Boston, Massachusetts |
Q2 2024 |
426 |
$639M |
| Clarus Group, Inc. |
Houston, Texas |
Q2 2024 |
115 |
$226M |
| Clarus Wealth Advisors |
Peoria, Arizona |
Q2 2024 |
130 |
$187M |
| Claybrook Capital, LLC |
Wellesley, Massachusetts |
Q3 2023 |
138 |
$175M |
| Clay Northam Wealth Management, LLC |
Huntington Beach, California |
Q2 2024 |
87 |
$132M |
| Clayton, Dubilier & Rice, LLC |
New York, New York |
Q2 2024 |
4 |
$662M |
| Clayton Financial Group LLC |
St. Louis, Missouri |
Q2 2024 |
106 |
$231M |
| Clayton Partners LLC |
Berkeley, California |
Q2 2024 |
36 |
$124M |
| Clean Energy Transition LLP |
London, United Kingdom |
Q2 2024 |
12 |
$1.84B |
| Clean Yield Group |
Norwich, Vermont |
Q2 2024 |
362 |
$268M |
| ClearAlpha Technologies LP |
Greenwich, Connecticut |
Q2 2024 |
223 |
$253M |
| CLEARARC CAPITAL INC |
Cincinnati, Ohio |
Q4 2019 |
299 |
$252M |
| Clearbridge Investments, LLC |
New York, New York |
Q2 2024 |
732 |
$123B |
| ClearBridge Investments Ltd |
Sydney, Australia |
Q2 2024 |
23 |
$3.42B |
| CLEARBRIDGE, LLC |
Baltimore, Maryland |
Q4 2018 |
88 |
$329M |
| Clear Creek Financial Management, LLC |
Silverdale, Washington |
Q2 2024 |
446 |
$825M |
| CLEARFIELD CAPITAL MANAGEMENT LP |
New York, New York |
Q2 2024 |
8 |
$111M |
| Clear Harbor Asset Management, LLC |
Stamford, Connecticut |
Q2 2024 |
351 |
$1.15B |
| CLEAR INVESTMENT RESEARCH, LLC |
Alpharetta, Georgia |
Q2 2024 |
208 |
$76.7M |
| CLEARLAKE CAPITAL GROUP, L.P. |
Santa Monica, California |
Q2 2024 |
6 |
$1.12B |
| Clearline Capital LP |
New York, New York |
Q2 2024 |
143 |
$1.14B |
| Clear Perspective Advisors, LLC |
Aurora, Illinois |
Q4 2021 |
181 |
$329M |
| Clear Perspectives Financial Planning, LLC |
Cincinnati, Ohio |
Q1 2023 |
196 |
$178M |
| Clear Point Advisors Inc. |
Melville, New York |
Q2 2024 |
565 |
$122M |
| Clear Rock Advisors, LLC |
Kerrville, Texas |
Q2 2024 |
70 |
$234M |
| Clearshares LLC |
New York, New York |
Q4 2021 |
38 |
$133M |
| Clearstead Advisors, LLC |
Cleveland, Ohio |
Q2 2024 |
2023 |
$5.86B |
| Clearstead Trust, LLC |
Portland, Maine |
Q2 2024 |
432 |
$402M |
| CLEAR STREET LLC |
New York, New York |
Q2 2024 |
661 |
$4.19B |
| Clearview Wealth Advisors LLC |
Salem, Oregon |
Q2 2024 |
95 |
$115M |
| Clearwater Capital Advisors, LLC |
Hoffman Estates, Illinois |
Q2 2024 |
157 |
$944M |
| Cleary Gull Holdings Inc. |
Milwaukee, Wisconsin |
Q1 2016 |
90 |
$148M |
| CLIENT 1ST ADVISORY GROUP, LLC |
Dunedin, Florida |
Q2 2024 |
116 |
$232M |
| Client First Capital LLC |
San Diego, California |
Q2 2024 |
18 |
$166M |
| Client First Investment Management LLC |
West Bend, Wisconsin |
Q2 2024 |
25 |
$129M |
| Clientfirst Wealth Management, LLC |
Little Rock, Arkansas |
Q3 2023 |
32 |
$82.3M |
| CLIFFORD CAPITAL PARTNERS LLC |
Alpine, Utah |
Q1 2024 |
48 |
$394M |
| Clifford Group, LLC |
Wayland, Massachusetts |
Q2 2024 |
73 |
$124M |
| CLIFFORD SWAN INVESTMENT COUNSEL LLC |
Pasadena, California |
Q2 2024 |
303 |
$2.67B |
| Cliffwater LLC |
Marina Del Rey, California |
Q2 2024 |
26 |
$467M |
| CLIFTONLARSONALLEN WEALTH ADVISORS, LLC |
Minneapolis, Minnesota |
Q2 2024 |
180 |
$4.66B |
| CLIFTON PARK CAPITAL MANAGEMENT, LLC |
Wilmington, Delaware |
Q4 2015 |
18 |
$881M |
| CLINTON GROUP INC |
New York, New York |
Q3 2018 |
180 |
$279M |
| Clio Asset Management LLC |
Charlottesville, Virginia |
Q2 2024 |
12 |
$128M |
| Close Asset Management Ltd |
London, United Kingdom |
Q2 2024 |
256 |
$2.94B |
| CloudAlpha Capital Management Limited/Hong Kong |
Hong Kong, Hong Kong |
Q2 2024 |
21 |
$703M |
| CLOUGH CAPITAL PARTNERS L P |
Boston, Massachusetts |
Q2 2024 |
118 |
$916M |
| CLOVERFIELDS CAPITAL GROUP, LP |
Minneapolis, Minnesota |
Q2 2024 |
94 |
$296M |
| Clover Partners, L.P. |
Dallas, Texas |
Q3 2019 |
27 |
$43.1M |
| C M BIDWELL & ASSOCIATES LTD |
Honolulu, Hawaii |
Q2 2024 |
477 |
$149M |
| CMC Financial Group |
Atlanta, Georgia |
Q2 2024 |
16 |
$60.1M |
| CMG Global Holdings, LLC |
Plano, Texas |
Q2 2024 |
92 |
$151M |
| CMH Wealth Management LLC |
Portsmouth, New Hampshire |
Q2 2024 |
49 |
$406M |
| CM Management, LLC |
Gulf Breeze, Florida |
Q2 2024 |
64 |
$109M |
| CMT Asset Management Ltd |
Chicago, Illinois |
Q1 2019 |
1 |
$1.02M |
| CMT Capital Markets Trading GmbH |
Frankfurt, Germany |
Q2 2024 |
75 |
$352M |
| CM WEALTH ADVISORS LLC |
Beachwood, Ohio |
Q2 2024 |
75 |
$210M |
| CNA FINANCIAL CORP |
Chicago, Illinois |
Q2 2024 |
13 |
$179M |
| CNB Bank |
Clearfield, Pennsylvania |
Q2 2024 |
509 |
$208M |
| CNO Financial Group, Inc. |
Carmel, Indiana |
Q3 2023 |
4 |
$22.8M |
| Coalescence Partners Investment Management, LP |
New York, New York |
Q2 2024 |
11 |
$121M |
| Coann Capital LLC |
Westport, Connecticut |
Q4 2022 |
19 |
$210M |
| Coastal Bridge Advisors, LLC |
Westport, Connecticut |
Q2 2024 |
169 |
$403M |
| COASTAL INVESTMENT MANAGEMENT, L.P. |
Los Angeles, California |
Q3 2021 |
12 |
$71.8M |
| Coastline Trust Co |
Providence, Rhode Island |
Q2 2024 |
245 |
$854M |
| Coastwise Capital Group, LLC |
La Jolla, California |
Q2 2024 |
115 |
$103M |
| COATUE MANAGEMENT LLC |
New York, New York |
Q2 2024 |
74 |
$25.7B |
| COBALT CAPITAL MANAGEMENT, INC. |
Short Hills, New Jersey |
Q2 2024 |
22 |
$231M |
| Cobble Hill Financial Services, INC |
Moorestown, New Jersey |
Q3 2014 |
53 |
$541M |
| Cobblestone Asset Management LLC |
Richmond, Virginia |
Q2 2024 |
44 |
$154M |
| COBBLESTONE CAPITAL ADVISORS LLC /NY/ |
Rochester, New York |
Q2 2024 |
279 |
$1.62B |
| COBIZ WEALTH, LLC |
Denver, Colorado |
Q2 2019 |
112 |
$506M |
| Codex Capital Asset Management L.L.C. |
Dallas, Texas |
Q2 2024 |
37 |
$188M |
| Codex Capital, L.L.C. |
New York, New York |
Q1 2024 |
37 |
$200M |
| Coe Capital Management, LLC |
Highland Park, Illinois |
Q2 2021 |
109 |
$106M |
| COERENTE CAPITAL MANAGEMENT |
Toronto, Ontario, Canada |
Q2 2024 |
44 |
$512M |
| COGHILL CAPITAL MANAGEMENT LLC |
Chicago, Illinois |
Q3 2014 |
1 |
$3.63M |
| COGNIOS BETA NEUTRAL LARGE CAP FUND, LP |
Prairie Village, Kansas |
Q1 2024 |
99 |
$76.7M |
| Cohen Capital Management, Inc. |
Corte Madera, California |
Q2 2024 |
142 |
$581M |
| Cohen & Co Financial Management, LLC |
New York, New York |
Q3 2023 |
8 |
$16.2M |
| Cohen Investment Advisors LLC |
Bedford, New Hampshire |
Q2 2024 |
76 |
$74.6M |
| Cohen Klingenstein LLC |
New York, New York |
Q2 2024 |
222 |
$2.76B |
| COHEN LAWRENCE B |
Boston, Massachusetts |
Q4 2023 |
6 |
$2.06M |
| COHEN & STEERS, INC. |
New York, New York |
Q2 2024 |
443 |
$47.7B |
| Coho Partners, Ltd. |
Berwyn, Pennsylvania |
Q2 2024 |
40 |
$2.87B |
| COLDSTREAM CAPITAL MANAGEMENT INC |
Bellevue, Washington |
Q2 2024 |
985 |
$4.09B |
| Coliseum Capital Management, LLC |
Rowayton, Connecticut |
Q2 2024 |
14 |
$1.12B |
| Collaborative Holdings Management LP |
New York, New York |
Q2 2024 |
30 |
$43.8M |
| Collaborative Wealth Managment Inc. |
Lake Mary, Florida |
Q2 2024 |
171 |
$205M |
| COLLECTIVE FAMILY OFFICE LLC |
York, Pennsylvania |
Q2 2024 |
173 |
$340M |
| Colonial River Wealth Management, LLC |
Midlothian, Virginia |
Q2 2024 |
166 |
$186M |
| Colonial Trust Advisors |
Spartanburg, South Carolina |
Q2 2024 |
753 |
$1.04B |
| Colonial Trust Co / SC |
Spartanburg, South Carolina |
Q2 2024 |
981 |
$568M |
| Colony Family Offices, LLC |
Charlotte, North Carolina |
Q2 2024 |
60 |
$311M |
| Colony Group, LLC |
Boston, Massachusetts |
Q2 2024 |
1239 |
$29.7B |
| COLONY GROUP LLC |
Boston, Massachusetts |
Q3 2023 |
754 |
$6.66B |
| Colorado Capital Management, Inc. |
Boulder, Colorado |
Q2 2024 |
96 |
$173M |
| COLRAIN CAPITAL LLC |
Boston, Massachusetts |
Q3 2022 |
24 |
$59.9M |
| COLTON GROOME FINANCIAL ADVISORS, LLC |
Asheville, North Carolina |
Q2 2024 |
123 |
$254M |
| Coltrane Asset Management L.P. |
New York, New York |
Q3 2021 |
4 |
$9.89M |
| COLUMBIA ADVISORY PARTNERS LLC |
Spokane, Washington |
Q2 2024 |
53 |
$102M |
| Columbia Asset Management |
Ann Arbor, Michigan |
Q2 2024 |
171 |
$521M |
| COLUMBIA CAPITAL LLC |
Fullerton, California |
Q4 2014 |
94 |
$91M |
| Columbia Pacific Advisors, LLC |
Seattle, Washington |
Q3 2019 |
3 |
$30.6M |
| COLUMBIA PARTNERS L.L.C. INVESTMENT MANAGEMENT |
Alexandria, Virginia |
Q4 2018 |
114 |
$257M |
| Columbia Trust Co 01012016 |
Portland, Oregon |
Q4 2023 |
145 |
$221M |
| COLUMBUS CIRCLE INVESTORS |
Stamford, Connecticut |
Q4 2020 |
126 |
$2.28B |
| Columbus Hill Capital Management, L.P. |
Short Hills, New Jersey |
Q2 2024 |
32 |
$488M |
| Columbus Macro, LLC |
Neshannock, Pennsylvania |
Q2 2024 |
173 |
$259M |
| COLUMBUS POINT LLP |
London, United Kingdom |
Q3 2021 |
18 |
$210M |
| Column Capital Advisors, LLC |
Indianapolis, Indiana |
Q3 2023 |
800 |
$543M |
| Column Group LLC |
San Francisco, California |
Q2 2024 |
6 |
$71.3M |
| COMERICA BANK |
Dallas, Texas |
Q2 2024 |
3699 |
$24B |
| COMERICA SECURITIES INC |
Detroit, Michigan |
Q4 2018 |
398 |
$756M |
| COMERICA SECURITIES,INC. |
Detroit, Michigan |
Q3 2023 |
448 |
$1.2B |
| COMGEST GLOBAL INVESTORS S.A.S. |
Paris, France |
Q2 2024 |
66 |
$7.28B |
| COMMERCE BANK |
Kansas City, Missouri |
Q2 2024 |
1195 |
$15.4B |
| COMMERZBANK AKTIENGESELLSCHAFT /FI |
Frankfurt, Germany |
Q2 2024 |
243 |
$3.03B |
| COMMODORE CAPITAL LP |
New York, New York |
Q2 2024 |
35 |
$1.47B |
| COMMON FUND FOR NONPROFIT ORGANIZATIONS |
Wilton, Connecticut |
Q2 2024 |
16 |
$725M |
| COMMONS CAPITAL, LLC |
Needham, Massachusetts |
Q2 2024 |
59 |
$83M |
| Commonwealth Equity Services, Inc |
Waltham, Massachusetts |
Q3 2017 |
2565 |
$16.7B |
| COMMONWEALTH EQUITY SERVICES, LLC |
Waltham, Massachusetts |
Q2 2024 |
4030 |
$63.2B |
| Commonwealth Financial Services, LLC |
Parkersburg, West Virginia |
Q2 2024 |
191 |
$487M |
| COMMONWEALTH OF PENNSYLVANIA PUBLIC SCHOOL EMPLS RETRMT SYS |
Harrisburg, Pennsylvania |
Q2 2024 |
1552 |
$15.1B |
| Commonwealth Retirement Investments LLC |
Richmond, Virginia |
Q2 2024 |
92 |
$218M |
| Community Bank, N.A. |
Dewitt, New York |
Q2 2024 |
406 |
$760M |
| Community Bank of Raymore |
Raymore, Missouri |
Q2 2024 |
76 |
$129M |
| Community Bank & Trust, Waco, Texas |
Waco, Texas |
Q2 2024 |
137 |
$394M |
| Community Capital Management, LLC |
Plantation, Florida |
Q3 2023 |
52 |
$62.8M |
| Community Financial Services Group, LLC |
Newport, Vermont |
Q2 2024 |
118 |
$464M |
| COMMUNITY FINANCIAL SYSTEM, INC. |
Dewitt, New York |
Q3 2014 |
376 |
$457M |
| COMMUNITY TRUST & INVESTMENT CO |
Versailles, Kentucky |
Q2 2024 |
112 |
$1.46B |
| Compagnie Lombard Odier SCmA |
1204 Geneva, Switzerland |
Q2 2024 |
444 |
$5.91B |
| Compass Advisory Group LLC |
Melville, New York |
Q2 2024 |
68 |
$225M |
| COMPASS CAPITAL MANAGEMENT, INC |
Minneapolis, Minnesota |
Q2 2024 |
35 |
$1.49B |
| Compass Efficient Model Portfolios, LLC |
Brentwood, Tennessee |
Q4 2013 |
126 |
$2.65M |
| Compass Financial Group, Inc. |
Deerfield Beach, Florida |
Q2 2024 |
38 |
$201M |
| Compass Financial Group, INC/SD |
Sioux Falls, South Dakota |
Q2 2024 |
90 |
$462M |
| COMPASS GROUP LLC |
New York, New York |
Q2 2024 |
16 |
$134M |
| Compass Ion Advisors, LLC |
Conshohocken, Pennsylvania |
Q2 2024 |
228 |
$660M |
| Compass Rose Asset Management, LP |
New York, New York |
Q2 2024 |
6 |
$51.2M |
| Compass Wealth Management LLC |
Guilford, Connecticut |
Q2 2024 |
399 |
$405M |
| COMPLEX CAPITAL MANAGEMENT, LLC |
Washington, District Of Columbia |
Q4 2018 |
23 |
$37.1M |
| Comprehensive Financial Consultants Institutional, Inc. |
Bloomington, Indiana |
Q2 2024 |
158 |
$255M |
| Comprehensive Financial Management LLC |
Los Gatos, California |
Q2 2024 |
46 |
$2.84B |
| Comprehensive Wealth Management, LLC |
Lynnwood, Washington |
Q2 2024 |
32 |
$137M |
| COMPTON CAPITAL MANAGEMENT INC /RI |
Providence, Rhode Island |
Q2 2023 |
8 |
$4.32M |
| Compton Financial Group, LLC |
Towson, Maryland |
Q2 2024 |
32 |
$308M |
| Compton Wealth Advisory Group, LLC |
Virginia Beach, Virginia |
Q2 2024 |
105 |
$375M |
| Conatus Capital Management LP |
Greenwich, Connecticut |
Q4 2017 |
23 |
$92.3M |
| Concentric Capital Strategies, LP |
Stamford, Connecticut |
Q2 2024 |
262 |
$1.6B |
| CONCENTRIC WEALTH MANAGEMENT, LLC |
Lafayette, California |
Q2 2024 |
135 |
$384M |
| Concentrum Wealth Management |
San Jose, California |
Q2 2024 |
70 |
$238M |
| Concert Wealth Management Inc. |
San Jose, California |
Q3 2017 |
24 |
$23.2M |
| CONCORD ASSET MANAGEMENT LLC |
Chicago, Illinois |
Q4 2014 |
56 |
$288M |
| Concorde Asset Management, LLC |
Ann Arbor, Michigan |
Q2 2024 |
162 |
$162M |
| Concorde Financial Corp |
Dallas, Texas |
Q2 2024 |
40 |
$152M |
| Concord Investment Counsel Inc. |
Irvine, California |
Q1 2024 |
53 |
$277M |
| Concord Wealth Partners |
Abingdon, Virginia |
Q2 2024 |
836 |
$567M |
| Concourse Capital Management, LLC |
Atlanta, Georgia |
Q4 2019 |
21 |
$85.6M |
| CONCOURSE FINANCIAL GROUP SECURITIES, INC. |
Birmingham, Alabama |
Q2 2024 |
2293 |
$1.57B |
| Concurrent Investment Advisors, LLC |
Tampa, Florida |
Q2 2024 |
933 |
$3.02B |
| Condire Management, LP |
Dallas, Texas |
Q2 2024 |
16 |
$740M |
| CONDOR CAPITAL MANAGEMENT |
Martinsville, New Jersey |
Q2 2024 |
190 |
$1.05B |
| Condorcet Global Opportunity Fund, LLC |
New York, New York |
Q4 2014 |
32 |
$242M |
| Conestoga Capital Advisors, LLC |
Wayne, Pennsylvania |
Q2 2024 |
130 |
$6.67B |
| CONFLUENCE INVESTMENT MANAGEMENT LLC |
St. Louis, Missouri |
Q2 2024 |
299 |
$6.93B |
| Confluence Wealth Management LLC |
Portland, Oregon |
Q3 2020 |
91 |
$178M |
| Confluence Wealth Services, Inc. |
Mcmurray, Pennsylvania |
Q2 2024 |
360 |
$1.25B |
| CONGRESS ASSET MANAGEMENT CO /MA |
Boston, Massachusetts |
Q2 2024 |
364 |
$14B |
| Congress Park Capital LLC |
Saratoga Springs, New York |
Q2 2024 |
117 |
$249M |
| Congress Wealth Management LLC / DE / |
Boston, Massachusetts |
Q2 2024 |
709 |
$6.29B |
| Conifer Management, L.L.C. |
New York, New York |
Q2 2024 |
6 |
$750M |
| CONNABLE OFFICE INC |
Kalamazoo, Michigan |
Q2 2024 |
215 |
$929M |
| Connacht Asset Management LP |
New York, New York |
Q3 2023 |
47 |
$16.9M |
| Connecticut Wealth Management, LLC |
Farmington, Connecticut |
Q2 2024 |
323 |
$1.94B |
| Connective Capital Management, LLC |
Palo Alto, California |
Q2 2024 |
31 |
$53.2M |
| Connective Portfolio Management, LLC |
New York, New York |
Q2 2024 |
46 |
$61.5M |
| Connectus Wealth, LLC |
Cincinnati, Ohio |
Q1 2024 |
386 |
$3.3B |
| CONNING INC. |
Hartford, Connecticut |
Q2 2024 |
350 |
$2.78B |
| Connolly Sarah T. |
Boston, Massachusetts |
Q4 2023 |
4 |
$1.11M |
| Connor, Clark & Lunn Investment Management Ltd. |
Vancouver, British Columbia, Canada |
Q2 2024 |
1344 |
$23.8B |
| CONNOR CLARK & LUNN INVESTMENT MANAGEMENT LTD |
Vancouver Bc, British Columbia, Canada |
Q4 2013 |
720 |
$12.8B |
| CONNORS INVESTOR SERVICES INC |
Wyomissing, Pennsylvania |
Q2 2024 |
153 |
$961M |
| Conrad N. Hilton Foundation |
Agoura Hills, California |
Q2 2024 |
2 |
$40.4M |
| Conrad Siegel Investment Advisors, Inc. |
Harrisburg, Pennsylvania |
Q2 2024 |
41 |
$344M |
| CONSCIOUS WEALTH INVESTMENTS, LLC |
Coral Gables, Florida |
Q2 2024 |
48 |
$139M |
| Consector Capital, LP |
New York, New York |
Q3 2016 |
23 |
$45.9M |
| Conservest Capital Advisors, Inc. |
Wynnewood, Pennsylvania |
Q2 2024 |
110 |
$925M |
| CONSILIO WEALTH ADVISORS, LLC |
Bellevue, Washington |
Q2 2024 |
64 |
$223M |
| Consilium Investment Management, LLC |
Ft. Lauderdale, Florida |
Q3 2019 |
6 |
$21M |
| Consilium Wealth Advisory, LLC |
Richardson, Texas |
Q2 2024 |
86 |
$183M |
| CONSOLIDATED CAPITAL MANAGEMENT, LLC |
Burbank, California |
Q2 2024 |
39 |
$209M |
| Consolidated Investment Group LLC |
Englewood, Colorado |
Q2 2024 |
64 |
$645M |
| Consolidated Planning Corp |
Atlanta, Georgia |
Q2 2024 |
184 |
$606M |
| Consolidated Portfolio Review Corp |
Woodbury, New York |
Q2 2024 |
295 |
$429M |
| CONSOLIDATED PRESS INTERNATIONAL HOLDINGS LTD |
Sydney, Australia |
Q2 2024 |
12 |
$793M |
| Consonance Capital Management LP |
New York, New York |
Q3 2022 |
2 |
$7.28M |
| Constant Guidance Financial LLC |
Attleboro Falls, Massachusetts |
Q2 2024 |
25 |
$94.9M |
| Constellation Investimentos e Participacoes Ltda |
Sao Paulo, Brazil |
Q2 2024 |
11 |
$201M |
| Constellation Wealth Advisors, LLC |
New York, New York |
Q3 2015 |
82 |
$903M |
| Constitution Capital LLC |
Shelton, Connecticut |
Q2 2024 |
64 |
$190M |
| Consulta Ltd |
London, United Kingdom |
Q2 2024 |
14 |
$1.47B |
| CONSULTIVA WEALTH MANAGEMENT, CORP. |
San Juan, Puerto Rico |
Q2 2024 |
25 |
$10.7M |
| Context Capital Management, LLC |
Lajolla, California |
Q2 2024 |
222 |
$1.5B |
| Context Partners Fund, L.P. |
La Jolla, California |
Q3 2020 |
159 |
$448M |
| CONTINENTAL ADVISORS LLC |
Park City, Utah |
Q2 2024 |
35 |
$129M |
| CONTINENTAL GENERAL INSURANCE CO |
Austin, Texas |
Q2 2024 |
6 |
$256M |
| CONTINENTAL GRAIN CO |
New York, New York |
Q2 2024 |
2 |
$200M |
| CONTINENTAL INVESTORS SERVICES, INC. |
Longview, Washington |
Q2 2024 |
61 |
$44.9M |
| Continuum Advisory, LLC |
Eagle, Idaho |
Q2 2024 |
1703 |
$694M |
| CONTINUUM WEALTH ADVISORS, LLC |
Saratoga Springs, New York |
Q2 2024 |
59 |
$190M |
| Contour Asset Management LLC |
New York, New York |
Q2 2024 |
29 |
$2.96B |
| CONTRARIAN CAPITAL MANAGEMENT, L.L.C. |
Greenwich, Connecticut |
Q2 2024 |
28 |
$318M |
| Contrarius Investment Management Ltd |
St. Helier, Jersey |
Q2 2024 |
48 |
$1.6B |
| CONTRAVISORY INVESTMENT MANAGEMENT, INC. |
Norwell, Massachusetts |
Q2 2024 |
346 |
$452M |
| Convector Capital Management, LP |
New York, New York |
Q3 2016 |
27 |
$52.9M |
| Convergence Investment Partners, LLC |
Palm Beach Gardens, Florida |
Q2 2024 |
241 |
$342M |
| Conversant Capital LLC |
Summit, New Jersey |
Q2 2024 |
14 |
$456M |
| Cook & Bynum Capital Management, LLC |
Birmingham, Alabama |
Q2 2024 |
5 |
$131M |
| COOKE & BIELER LP |
Philadelphia, Pennsylvania |
Q2 2024 |
96 |
$10.4B |
| Cooksen Wealth, LLC |
The Woodlands, Texas |
Q2 2024 |
44 |
$99.1M |
| COOKSON PEIRCE & CO INC |
Pittsburgh, Pennsylvania |
Q2 2024 |
226 |
$2.08B |
| Cook Wealth, LLC |
Raleigh, North Carolina |
Q2 2024 |
56 |
$183M |
| Coombe, Bender & Co LLC |
Ellenville, New York |
Q2 2024 |
75 |
$170M |
| COOPER CREEK PARTNERS MANAGEMENT LLC |
New York, New York |
Q2 2024 |
97 |
$2.74B |
| Cooper Financial Group |
Irvine, California |
Q2 2024 |
372 |
$680M |
| COOPER/HAIMS ADVISORS, LLC |
Victor, New York |
Q2 2024 |
83 |
$178M |
| COOPERMAN LEON G |
Boca Raton, Florida |
Q2 2024 |
52 |
$2.37B |
| Coordinated Financial Services, Inc./CO |
Denver, Colorado |
Q2 2024 |
129 |
$117M |
| Coordinating Investment Fiduciary of Raytheon Master Pension Trust |
Waltham, Massachusetts |
Q1 2019 |
4 |
$140M |
| Copeland Capital Management, LLC |
Conshohocken, Pennsylvania |
Q2 2024 |
146 |
$5.34B |
| Copernicus Capital Management, LLC |
San Francisco, California |
Q3 2021 |
13 |
$8.26M |
| Coppell Advisory Solutions Corp. |
Coppell, Texas |
Q1 2024 |
266 |
$530M |
| Coppell Advisory Solutions LLC |
Coppell, Texas |
Q2 2024 |
1794 |
$606M |
| Copperleaf Capital, LLC |
Raleigh, North Carolina |
Q2 2024 |
88 |
$125M |
| Copper Rock Capital Partners, LLC |
Boston, Massachusetts |
Q3 2020 |
54 |
$296M |
| Copperwynd Financial, LLC |
Scottsdale, Arizona |
Q2 2024 |
146 |
$301M |
| CORA CAPITAL ADVISORS LLC |
Marlton, New Jersey |
Q2 2024 |
96 |
$194M |
| Corbenic Partners LLC |
Bethlehem, Pennsylvania |
Q2 2022 |
201 |
$380M |
| Corbin Capital Partners, L.P. |
New York, New York |
Q2 2024 |
33 |
$28.8M |
| CORBYN INVESTMENT MANAGEMENT INC/MD |
Lutherville, Maryland |
Q2 2024 |
65 |
$242M |
| CORDA Investment Management, LLC. |
Houston, Texas |
Q2 2024 |
69 |
$1.23B |
| Cordant, Inc. |
Portland, Oregon |
Q2 2024 |
70 |
$179M |
| Cordasco Financial Network |
Naples, Florida |
Q2 2022 |
567 |
$138M |
| Cordatus Wealth Management LLC |
Newtown, Pennsylvania |
Q2 2024 |
121 |
$267M |
| Core Alternative Capital |
Peachtree Corners, Georgia |
Q2 2024 |
363 |
$500M |
| Corebridge Financial, Inc. |
Houston, Texas |
Q2 2024 |
3055 |
$18.2B |
| CoreCap Advisors, LLC |
Southfield, Michigan |
Q2 2024 |
1600 |
$963M |
| CoreCommodity Management, LLC |
Stamford, Connecticut |
Q2 2024 |
133 |
$258M |
| CoreFirst Bank & Trust |
Topeka, Kansas |
Q2 2024 |
122 |
$149M |
| COREPATH WEALTH PARTNERS LLC |
Scottsdale, Arizona |
Q2 2024 |
25 |
$94.8M |
| CoreView Capital Management Ltd |
Hong Kong, Hong Kong |
Q2 2024 |
9 |
$637M |
| Core Wealth Advisors, Inc. |
Lakeland, Florida |
Q2 2024 |
55 |
$292M |
| Core Wealth Management, Inc. |
Jupiter, Florida |
Q2 2024 |
28 |
$246M |
| Core Wealth Partners LLC |
Santa Rosa, California |
Q2 2024 |
147 |
$146M |
| Corient Capital Partners, LLC |
Newport Beach, California |
Q3 2022 |
672 |
$1.16B |
| Corient Private Wealth LLC |
Miami, Florida |
Q2 2024 |
2310 |
$57.4B |
| Cormorant Asset Management, LP |
Boston, Massachusetts |
Q2 2024 |
47 |
$1.72B |
| Cornell Pochily Investment Advisors, Inc. |
Ithaca, New York |
Q2 2024 |
166 |
$263M |
| CORNELL UNIVERSITY |
New York, New York |
Q2 2024 |
3 |
$4.59M |
| CORNERCAP INVESTMENT COUNSEL INC |
Atlanta, Georgia |
Q2 2024 |
598 |
$614M |
| Cornerstone Advisors, Inc. |
Bellevue, Washington |
Q3 2020 |
675 |
$936M |
| Cornerstone Advisors, LLC |
Asheville, North Carolina |
Q2 2024 |
304 |
$2.46B |
| Cornerstone Advisory, LLC |
Hunt Valley, Maryland |
Q2 2024 |
212 |
$711M |
| Cornerstone Capital, Inc. |
Palo Alto, California |
Q2 2024 |
96 |
$992M |
| CORNERSTONE CAPITAL MANAGEMENT HOLDINGS LLC. |
New York, New York |
Q4 2017 |
1227 |
$14.3B |
| CORNERSTONE CAPITAL MANAGEMENT LLC |
Edina, Minnesota |
Q3 2016 |
41 |
$635M |
| Cornerstone Financial Partners, LLC |
Huntersville, North Carolina |
Q4 2017 |
128 |
$305M |
| Cornerstone Investment Partners, LLC |
Atlanta, Georgia |
Q2 2024 |
228 |
$2.03B |
| Cornerstone Management, Inc. |
Duluth, Georgia |
Q2 2024 |
54 |
$455M |
| CORNERSTONE PARTNERS CAPITAL MANAGEMENT, LLC |
Charlottesville, Virginia |
Q2 2024 |
8 |
$176M |
| CornerStone Partners LLC |
Charlottesville, Virginia |
Q3 2020 |
9 |
$135M |
| Cornerstone Planning Group LLC |
Fairfield, New Jersey |
Q2 2024 |
1259 |
$348M |
| Cornerstone Retirement Group, Inc. |
Reno, Nevada |
Q3 2023 |
33 |
$350M |
| Cornerstone Wealth Advisors, Inc. |
Edina, Minnesota |
Q2 2024 |
49 |
$334M |
| Cornerstone Wealth Group, LLC |
Huntersville, North Carolina |
Q2 2024 |
248 |
$1.12B |
| Cornerstone Wealth Management, LLC |
St. Peters, Missouri |
Q2 2024 |
552 |
$1.3B |
| Coronation Fund Managers Ltd. |
Cape Town, South Africa |
Q2 2024 |
58 |
$1.73B |
| CORRADO ADVISORS, LLC |
Ramsey, New Jersey |
Q2 2024 |
108 |
$155M |
| CORRECT CAPITAL WEALTH MANAGEMENT |
Clayton, Missouri |
Q2 2024 |
116 |
$428M |
| Corre Partners Management, LLC |
New York, New York |
Q2 2024 |
3 |
$34.2M |
| Corrigan Financial, Inc. |
Middletown, Rhode Island |
Q2 2024 |
41 |
$392M |
| CORSAIR CAPITAL MANAGEMENT, L.P. |
Scarsdale, New York |
Q2 2024 |
102 |
$317M |
| Corsicana & Co. |
Corsicana, Texas |
Q3 2022 |
209 |
$119M |
| Cortina Asset Management, LLC |
Milwaukee, Wisconsin |
Q2 2019 |
174 |
$1.62B |
| CORTLAND ADVISERS LLC |
Wilmington, Delaware |
Q3 2019 |
32 |
$2.18B |
| CORTLAND ASSOCIATES INC/MO |
St Louis, Missouri |
Q2 2024 |
56 |
$791M |
| Corton Capital Inc. |
Carrying Place, Ontario, Canada |
Q2 2024 |
472 |
$190M |
| Corundum Group, Inc. |
Colorado Springs, Colorado |
Q2 2024 |
100 |
$256M |
| Corundum Trust Company, INC |
Sioux Falls, South Dakota |
Q2 2024 |
54 |
$34.4M |
| Corvex Management LP |
New York, New York |
Q2 2024 |
33 |
$2.12B |
| Corvid Peak Capital Management, LLC |
New York, New York |
Q3 2019 |
2 |
$13.3M |
| Cosner Financial Group, LLC |
Windsor, Colorado |
Q2 2024 |
32 |
$141M |
| Costello Asset Management, INC |
Feasterville, Pennsylvania |
Q2 2024 |
170 |
$134M |
| Coston, McIsaac & Partners |
Bar Harbor, Maine |
Q2 2024 |
733 |
$317M |
| Cota Capital Management, LLC |
San Francisco, California |
Q2 2024 |
9 |
$28.3M |
| Cottage Street Advisors LLC |
Marion, Massachusetts |
Q2 2024 |
96 |
$168M |
| COTTONWOOD CAPITAL ADVISORS, LLC |
Salt Lake City, Utah |
Q2 2024 |
112 |
$128M |
| Cougar Global Investments Ltd |
Toronto, Ontario, Canada |
Q3 2020 |
18 |
$111M |
| Coulter & Justus Financial Services, LLC |
Knoxville, Tennessee |
Q1 2024 |
93 |
$450M |
| Councilmark Asset Management, LLC |
Knoxville, Tennessee |
Q2 2024 |
80 |
$141M |
| Counsel Portfolio Services Inc. |
Mississauga, Ontario, Canada |
Q2 2016 |
299 |
$1.01B |
| Counterpoint Mutual Funds LLC |
San Diego, California |
Q2 2024 |
226 |
$429M |
| Counterweight Ventures, LLC |
Wilmington, North Carolina |
Q2 2024 |
63 |
$132M |
| COUNTRY CLUB BANK |
Kansas City, Missouri |
Q2 2024 |
303 |
$1.43B |
| Country Club Trust Company, n.a. |
Kansas City, Missouri |
Q4 2021 |
288 |
$1.27B |
| COUNTRY TRUST BANK |
Bloomington, Illinois |
Q2 2024 |
378 |
$3.96B |
| Coupland Cardiff Asset Management LLP |
London, United Kingdom |
Q4 2015 |
6 |
$19.4M |
| COURAGE CAPITAL MANAGEMENT LLC |
Nashville, Tennessee |
Q2 2024 |
12 |
$39.6M |
| Courage Miller Partners, LLC |
Norfolk, Virginia |
Q2 2024 |
78 |
$278M |
| Courant Investment Management LLC |
Franklin, Tennessee |
Q2 2024 |
9 |
$107M |
| COURIER CAPITAL LLC |
Buffalo, New York |
Q2 2024 |
339 |
$1.26B |
| Court Place Advisors, LLC |
Ellicott City, Maryland |
Q2 2024 |
159 |
$319M |
| Coury Firm Asset Management LLC |
Pittsburgh, Pennsylvania |
Q3 2023 |
48 |
$62.6M |
| Covalent Partners LLC |
Concord, Massachusetts |
Q2 2024 |
10 |
$7.47M |
| Covalis Capital LLP |
London, United Kingdom |
Q2 2024 |
59 |
$735M |
| Covalis (Gibraltar) Ltd |
Midtown, Gibraltar |
Q2 2024 |
1 |
$35M |
| Covea Finance |
Paris, France |
Q2 2024 |
105 |
$2.18B |
| Covenant Asset Management, LLC |
Chester, New Jersey |
Q2 2024 |
142 |
$445M |
| Covenant Multifamily Offices, LLC |
San Antonio, Texas |
Q3 2021 |
242 |
$556M |
| Covenant Partners, LLC |
Nashville, Tennessee |
Q2 2024 |
178 |
$329M |
| Cove Private Wealth, LLC |
Oyster Bay Cove, New York |
Q2 2024 |
75 |
$125M |
| Covestor Ltd |
London, United Kingdom |
Q2 2024 |
2173 |
$154M |
| Cove Street Capital, LLC |
El Segundo, California |
Q2 2024 |
78 |
$139M |
| Covey Capital Advisors, LLC |
Atlanta, Georgia |
Q2 2024 |
38 |
$86.7M |
| Covington Capital Management |
Los Angeles, California |
Q3 2022 |
1183 |
$2.32B |
| Covington Investment Advisors Inc. |
Ligonier, Pennsylvania |
Q2 2024 |
68 |
$623M |
| COWA, LLC |
Tulsa, Oklahoma |
Q2 2024 |
126 |
$184M |
| COWBIRD CAPITAL LP |
New York, New York |
Q2 2024 |
13 |
$87M |
| COWEN AND COMPANY, LLC |
New York, New York |
Q2 2024 |
545 |
$3.61B |
| COWEN INC. |
New York, New York |
Q2 2019 |
301 |
$1.35B |
| Cowen Investment Management LLC |
New York, New York |
Q2 2024 |
5 |
$66.3M |
| Cowen Prime Advisors LLC |
New York, New York |
Q2 2023 |
229 |
$290M |
| Cowen Prime Services LLC |
New York, New York |
Q2 2021 |
165 |
$276M |
| Cox Capital Mgt LLC |
Andover, Massachusetts |
Q2 2024 |
70 |
$165M |
| Coyle Financial Counsel LLC |
Glenview, Illinois |
Q2 2024 |
74 |
$273M |
| COZAD ASSET MANAGEMENT INC |
Champaign, Illinois |
Q2 2024 |
397 |
$1B |
| CPA Asset Management LLC |
West Palm Beach, Florida |
Q2 2024 |
76 |
$187M |
| C Partners Holding GmbH |
Zurich, Switzerland |
Q2 2024 |
13 |
$347M |
| CPMG Inc |
Dallas, Texas |
Q2 2024 |
3 |
$66.9M |
| CPR Investments Inc. |
Rochester, Michigan |
Q2 2024 |
42 |
$121M |
| CPV Partners, LLC |
Stamford, Connecticut |
Q2 2024 |
5 |
$87.1M |
| CPWM, LLC |
Seattle, Washington |
Q3 2022 |
333 |
$1.06B |
| CQS Cayman LP |
Camana Bay, Grand Cayman, Cayman Islands |
Q3 2019 |
134 |
$2.07B |
| CQS (US), LLC |
New York, New York |
Q2 2024 |
44 |
$367M |
| Crabel Capital Management, LLC |
Los Angeles, California |
Q2 2024 |
36 |
$81.4M |
| CRA Financial Services, LLC |
Northfield, New Jersey |
Q2 2024 |
251 |
$496M |
| Craft Ventures GP II, LLC |
San Francisco, California |
Q3 2022 |
2 |
$24.1M |
| CRAFT VENTURES GP I, LLC |
San Francisco, California |
Q3 2022 |
1 |
$9.51M |
| Crake Asset Management LLP |
London, United Kingdom |
Q2 2024 |
15 |
$1.25B |
| CRAMER ROSENTHAL MCGLYNN LLC |
Stamford, Connecticut |
Q2 2024 |
102 |
$1.7B |
| Cranberry Lake Advisors LLC |
Houston, Texas |
Q3 2018 |
8 |
$50.6M |
| Cranbrook Wealth Management, LLC |
Bloomfield Hills, Michigan |
Q2 2024 |
311 |
$406M |
| Crane Advisory, LLC |
Fullerton, California |
Q2 2024 |
41 |
$519M |
| Cravens & Co Advisors, LLC |
Cookeville, Tennessee |
Q2 2024 |
70 |
$135M |
| Crawford Fund Management, LLC |
Boston, Massachusetts |
Q2 2024 |
30 |
$126M |
| CRAWFORD INVESTMENT COUNSEL INC |
Atlanta, Georgia |
Q2 2024 |
270 |
$5.25B |
| CRCM LP |
San Francisco, California |
Q2 2024 |
6 |
$138M |
| Creative Capital Management Investments LLC |
San Diego, California |
Q2 2024 |
246 |
$206M |
| CREATIVE FINANCIAL DESIGNS INC /ADV |
Kokomo, Indiana |
Q2 2024 |
1639 |
$1.12B |
| CreativeOne Wealth, LLC |
Overland Park, Kansas |
Q2 2024 |
781 |
$1.97B |
| Creative Planning |
Overland Park, Kansas |
Q2 2024 |
3001 |
$93.6B |
| CREDIT AGRICOLE S A |
Montrouge Cedex, France |
Q2 2024 |
1023 |
$16.3B |
| Credit Capital Investments LLC |
Livingston, New Jersey |
Q2 2024 |
33 |
$79.7M |
| CREDIT SUISSE AG/ |
Zurich, Switzerland |
Q1 2024 |
2945 |
$103B |
| Credo Capital Management, LLC |
Baltimore, Maryland |
Q4 2013 |
166 |
$23.3M |
| Creegan & Nassoura Financial Group, LLC |
Portsmouth, New Hampshire |
Q2 2024 |
78 |
$146M |
| Creekmur Asset Management LLC |
Morton, Illinois |
Q2 2024 |
1027 |
$387M |
| Creekside Partners |
Petaluma, California |
Q2 2024 |
162 |
$181M |
| Crescent Capital Consulting, LLC |
New Orleans, Louisiana |
Q4 2021 |
421 |
$293M |
| Crescent Grove Advisors, LLC |
Lake Forest, Illinois |
Q2 2024 |
276 |
$913M |
| Crescent Park Management, L.P. |
East Palo Alto, California |
Q2 2024 |
19 |
$202M |
| Crescent Sterling, Ltd. |
Metairie, Louisiana |
Q2 2024 |
77 |
$104M |
| Cresset Asset Management, LLC |
Chicago, Illinois |
Q2 2024 |
1989 |
$23.6B |
| Cresta Advisors, Ltd. |
Laredo, Texas |
Q2 2024 |
44 |
$169M |
| Crestline Management, LP |
Fort Worth, Texas |
Q2 2024 |
158 |
$1.27B |
| Crestmont Private Wealth LLC |
Houston, Texas |
Q2 2024 |
84 |
$208M |
| CrestPoint Capital Management, LLC |
Four Seasons, Missouri |
Q4 2017 |
184 |
$180M |
| Crestview Partners II GP, L.P. |
New York, New York |
Q2 2024 |
3 |
$630M |
| Crestview Partners III GP, L.P. |
New York, New York |
Q2 2024 |
3 |
$356M |
| Crestview Partners IV GP, L.P. |
New York, New York |
Q2 2024 |
2 |
$77.4M |
| Crestwood Advisors Group, LLC |
Boston, Massachusetts |
Q2 2024 |
425 |
$4.83B |
| Crestwood Capital Management, L.P. |
New York, New York |
Q2 2024 |
14 |
$140M |
| Crew Capital Management, Ltd. |
Cincinnati, Ohio |
Q2 2024 |
114 |
$125M |
| Crewe Advisors LLC |
Salt Lake City, Utah |
Q2 2024 |
936 |
$892M |
| Cribstone Capital Management, LLC |
Augusta, Maine |
Q4 2022 |
413 |
$172M |
| CRITERION CAPITAL ADVISORS, LLC |
Nashville, Tennessee |
Q2 2024 |
348 |
$159M |
| CRITERION CAPITAL MANAGEMENT LLC |
San Francisco, California |
Q3 2018 |
23 |
$666M |
| Crocodile Capital Partners GmbH |
Ursensollen, Germany |
Q2 2024 |
7 |
$62.8M |
| CROFT-LEOMINSTER INC |
Baltimore, Maryland |
Q4 2017 |
66 |
$107M |
| Cromwell Holdings LLC |
Jackson, Wyoming |
Q2 2024 |
611 |
$167M |
| Cross Creek Advisors, LLC |
Salt Lake City, Utah |
Q4 2022 |
9 |
$20.5M |
| Crossingbridge Advisors, LLC |
Pleasantville, New York |
Q2 2024 |
54 |
$169M |
| CROSSLINK CAPITAL INC |
Menlo Park, California |
Q2 2024 |
19 |
$716M |
| Crossmark Global Holdings, Inc. |
Houston, Texas |
Q2 2024 |
1293 |
$5.23B |
| Crosspoint Capital Strategies, LLC |
Orinda, California |
Q4 2022 |
41 |
$50.4M |
| CROSSPOINT FINANCIAL, LLC |
Tustin, California |
Q2 2024 |
18 |
$24.5M |
| Cross Staff Investments Inc |
Pittsford, New York |
Q2 2024 |
120 |
$120M |
| Crossvault Capital Management LLC |
San Antonio, Texas |
Q2 2022 |
74 |
$254M |
| CROWN ADVISORS MANAGEMENT, INC. |
Larkspur, California |
Q2 2024 |
41 |
$156M |
| Crown Oak Advisors, LLC |
Piedmont, California |
Q2 2024 |
22 |
$177M |
| Crown Wealth Group, LLC |
Charlotte, North Carolina |
Q2 2024 |
105 |
$200M |
| Crow Point Partners, LLC |
Boston, Massachusetts |
Q4 2019 |
53 |
$27M |
| Crow's Nest Holdings LP |
Richmond, Virginia |
Q2 2024 |
8 |
$445M |
| Cruiser Capital Advisors, LLC |
Stamford, Connecticut |
Q2 2024 |
45 |
$70.9M |
| Crumly & Associates Inc. |
Springfield, Illinois |
Q2 2024 |
137 |
$347M |
| CRV, LLC |
Palo Alto, California |
Q3 2022 |
3 |
$1.57M |
| Cryder Capital Partners LLP |
London, United Kingdom |
Q2 2024 |
9 |
$1.6B |
| Crystalline Management Inc. |
Montreal, Quebec, Canada (Federal Level) |
Q2 2024 |
83 |
$86.6M |
| Crystal Rock Capital Management |
Bannockburn, Illinois |
Q2 2024 |
27 |
$167M |
| CSat Investment Advisory, L.P. |
Detroit, Michigan |
Q1 2021 |
519 |
$119M |
| Csenge Advisory Group |
Clearwater, Florida |
Q2 2024 |
662 |
$1.76B |
| CSM Advisors, LLC |
Warrendale, Pennsylvania |
Q2 2024 |
126 |
$1.42B |
| CS MCKEE LP |
Pittsburgh, Pennsylvania |
Q4 2019 |
100 |
$1.09B |
| CSS LLC/IL |
Chicago, Illinois |
Q2 2024 |
571 |
$1.36B |
| CSU Producer Resources, Inc. |
Fairfield, Ohio |
Q2 2024 |
25 |
$30M |
| CTC Alternative Strategies, Ltd. |
Chicago, Illinois |
Q2 2024 |
180 |
$236M |
| CTC Capital Management, LLC |
Chicago, Illinois |
Q1 2023 |
72 |
$47.8M |
| CTC LLC |
Chicago, Illinois |
Q2 2024 |
76 |
$1.34B |
| CT Financial Advisors LLC |
Chadds Ford, Pennsylvania |
Q1 2017 |
650 |
$162M |
| Cubic Asset Management, LLC |
Boston, Massachusetts |
Q1 2024 |
202 |
$422M |
| Cubist Systematic Strategies, LLC |
Stamford, Connecticut |
Q2 2024 |
1371 |
$5.78B |
| CULBERTSON A N & CO INC |
Charlottesville, Virginia |
Q2 2024 |
121 |
$573M |
| Cullen Capital Management, LLC |
New York, New York |
Q2 2024 |
209 |
$8.68B |
| CULLEN/FROST BANKERS, INC. |
San Antonio, Texas |
Q2 2024 |
1234 |
$6.9B |
| CULLEN INVESTMENT GROUP, LTD. |
Lafayette, Louisiana |
Q2 2024 |
177 |
$627M |
| CULLINAN ASSOCIATES INC |
Louisville, Kentucky |
Q2 2024 |
231 |
$1.77B |
| CULTIVAR CAPITAL, INC. |
Denton, Texas |
Q2 2024 |
196 |
$119M |
| CUMBERLAND ADVISORS INC |
Sarasota, Florida |
Q2 2024 |
53 |
$244M |
| Cumberland Partners Ltd |
Toronto, Ontario, Canada |
Q2 2024 |
169 |
$1.38B |
| Cunning Capital Partners, LP |
Morrisville, North Carolina |
Q2 2024 |
80 |
$176M |
| Cupps Capital Management, LLC |
Chicago, Illinois |
Q3 2016 |
171 |
$231M |
| Curated Wealth Partners LLC |
El Segundo, California |
Q2 2024 |
132 |
$717M |
| Curative Ventures V LLC |
Dallas, Texas |
Q2 2024 |
1 |
$19.5M |
| Curbstone Financial Management Corp |
Manchester, New Hampshire |
Q2 2024 |
197 |
$460M |
| Curi RMB Capital, LLC |
Chicago, Illinois |
Q2 2024 |
526 |
$4.17B |
| Curran Financial Partners, LLC |
Charleston, South Carolina |
Q2 2024 |
83 |
$299M |
| Curtis Advisory Group, LLC |
Santa Barbara, California |
Q2 2024 |
92 |
$284M |
| CUSHING ASSET MANAGEMENT, LP dba NXG INVESTMENT MANAGEMENT |
Dallas, Texas |
Q2 2024 |
57 |
$1.26B |
| CUSTOM INDEX SYSTEMS, LLC |
New York, New York |
Q2 2024 |
244 |
$174M |
| Custom Portfolio Group LLC |
Englewood, Colorado |
Q2 2024 |
236 |
$125M |
| Custos Family Office, LLC |
Austin, Texas |
Q2 2024 |
55 |
$250M |
| Cutler Capital Management, LLC |
Worcester, Massachusetts |
Q2 2024 |
111 |
$256M |
| Cutler Group LLC / CA |
San Francisco, California |
Q1 2024 |
842 |
$198M |
| CUTLER INVESTMENT COUNSEL LLC |
Jacksonville, Oregon |
Q2 2024 |
128 |
$735M |
| Cutter Capital Management, LP |
New York, New York |
Q2 2024 |
26 |
$328M |
| Cutter & CO Brokerage, Inc. |
Ballwin, Missouri |
Q2 2024 |
207 |
$413M |
| CV Advisors LLC |
Aventura, Florida |
Q2 2024 |
19 |
$179M |
| CVA Family Office, LLC |
Denver, Colorado |
Q2 2024 |
1275 |
$556M |
| CVC Management Holdings II Ltd. |
St. Helier, Jersey |
Q2 2024 |
4 |
$1.1B |
| CVI Holdings, LLC |
Wilmington, Delaware |
Q2 2024 |
144 |
$116M |
| CVS HEALTH Corp |
Woonsocket, Rhode Island |
Q2 2024 |
6 |
$217M |
| C V STARR & CO INC |
New York, New York |
Q3 2023 |
2 |
$5.49M |
| C.V. Starr & Co., Inc. Trust |
New York, New York |
Q3 2023 |
2 |
$19.4M |
| CWA Asset Management Group, LLC |
Naples, Florida |
Q1 2024 |
532 |
$1.65B |
| CWH Capital Management, Inc. |
Spokane, Washington |
Q4 2020 |
92 |
$238M |
| CWM, LLC |
Omaha, Nebraska |
Q2 2024 |
4544 |
$21.2B |
| C WorldWide Group Holding A/S |
Copenhagen, Denmark |
Q2 2024 |
89 |
$9.24B |
| CWS Financial Advisors, LLC |
Kalamazoo, Michigan |
Q2 2024 |
106 |
$254M |
| CX Institutional |
Auburn, Indiana |
Q2 2024 |
542 |
$2.13B |
| Cyndeo Wealth Partners, LLC |
St. Petersburg, Florida |
Q2 2024 |
394 |
$1.28B |
| CYNOSURE ADVISORS, LLC |
Salt Lake City, Utah |
Q3 2018 |
13 |
$238M |
| Cynosure Group, LLC |
Salt Lake City, Utah |
Q2 2024 |
334 |
$623M |
| CYPRESS ASSET MANAGEMENT INC/TX |
Houston, Texas |
Q1 2024 |
110 |
$368M |
| Cypress Capital Group |
Palm Beach, Florida |
Q2 2024 |
294 |
$834M |
| Cypress Capital, LLC |
Franklin, Tennessee |
Q2 2024 |
381 |
$335M |
| Cypress Capital Management LLC (WY) |
Sheridan, Wyoming |
Q2 2024 |
166 |
$93.9M |
| CYPRESS FINANCIAL PLANNING LLC |
Haddon Heights, New Jersey |
Q2 2024 |
68 |
$239M |
| CYPRESS FUNDS LLC |
Los Angeles, California |
Q2 2024 |
13 |
$745M |
| CYPRESS GROWTH FUND III LP |
Menlo Park, California |
Q3 2021 |
32 |
$119M |
| Cypress Point Wealth Management, LLC |
Dallas, Texas |
Q2 2024 |
72 |
$211M |
| Cypress Wealth Advisors LLC |
San Francisco, California |
Q1 2019 |
79 |
$86.9M |
| Cypress Wealth Services, LLC |
Palm Desert, California |
Q2 2024 |
259 |
$449M |
| Cyr Financial Inc. |
Hennepin, Illinois |
Q2 2024 |
41 |
$100M |
| CYRUS CAPITAL PARTNERS, L.P. |
New York, New York |
Q2 2024 |
4 |
$367M |
| Cyrus J. Lawrence, LLC |
New York, New York |
Q2 2024 |
171 |
$482M |
| Czech National Bank |
Prague, Czech Republic |
Q2 2024 |
503 |
$8.74B |