| Capital World Investors |
Los Angeles, CA |
Q3 2025 |
568 |
$732.07B |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC |
Lone Tree, CO |
Q3 2025 |
3,455 |
$626.42B |
| Capital International Investors |
Los Angeles, CA |
Q3 2025 |
448 |
$619.4B |
| Capital Research Global Investors |
Los Angeles, CA |
Q3 2025 |
433 |
$532.97B |
| CALIFORNIA PUBLIC EMPLOYEES RETIREMENT SYSTEM |
Sacramento, CA |
Q3 2025 |
1,088 |
$167.04B |
| CITIGROUP INC |
New York, NY |
Q3 2025 |
5,181 |
$144.94B |
| CANADA PENSION PLAN INVESTMENT BOARD |
Toronto Ontario, Ontario, Canada |
Q3 2025 |
1,346 |
$144.57B |
| Clearbridge Investments, LLC |
New York, NY |
Q3 2025 |
711 |
$132.78B |
| Creative Planning |
Overland Park, KS |
Q3 2025 |
3,811 |
$130.88B |
| CITADEL ADVISORS LLC |
Miami, FL |
Q3 2025 |
5,879 |
$124.75B |
| CREDIT SUISSE AG/ |
Zurich, Switzerland |
Q1 2024 |
2,945 |
$102.74B |
| CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM |
West Sacramento, CA |
Q3 2025 |
3,046 |
$97.5B |
| Cetera Investment Advisers |
Schaumburg, IL |
Q3 2025 |
4,495 |
$86.05B |
| COMMONWEALTH EQUITY SERVICES, LLC |
Waltham, MA |
Q3 2025 |
4,231 |
$77.2B |
| CANADA LIFE ASSURANCE Co |
Winnipeg, Manitoba, Canada |
Q3 2025 |
1,915 |
$69.87B |
| Corient Private Wealth LLC |
Miami, FL |
Q3 2025 |
2,529 |
$63.08B |
| Cerity Partners LLC |
New York, NY |
Q3 2025 |
2,739 |
$61.67B |
| CIBC Private Wealth Group LLC |
Atlanta, GA |
Q3 2025 |
3,078 |
$58.41B |
| CAISSE DE DEPOT ET PLACEMENT DU QUEBEC |
Montreal, Quebec, Canada |
Q3 2025 |
539 |
$55.65B |
| COHEN & STEERS, INC. |
New York, NY |
Q3 2025 |
444 |
$55.44B |
| CAPTRUST FINANCIAL ADVISORS |
Raleigh, NC |
Q3 2025 |
2,621 |
$49.04B |
| CIBC WORLD MARKET INC. |
Toronto, Ontario, Canada |
Q3 2025 |
1,310 |
$48.3B |
| COATUE MANAGEMENT LLC |
New York, NY |
Q3 2025 |
74 |
$40.79B |
| Cambridge Investment Research Advisors, Inc. |
Fairfield, IA |
Q3 2025 |
3,714 |
$36.41B |
| Chevy Chase Trust Holdings, LLC |
Bethesda, MD |
Q3 2025 |
628 |
$36.35B |
| CIBC Asset Management Inc |
Toronto, Ontario, Canada |
Q3 2025 |
1,239 |
$34.54B |
| CWM, LLC |
Omaha, NE |
Q3 2025 |
5,239 |
$33.25B |
| Connor, Clark & Lunn Investment Management Ltd. |
Vancouver, British Columbia, Canada |
Q3 2025 |
1,475 |
$31.74B |
| AGRICOLE S. A. CREDIT |
Montrouge Cedex |
Q3 2025 |
968 |
$30.17B |
| CI INVESTMENTS INC. |
Toronto |
Q3 2025 |
1,269 |
$27.61B |
| COMERICA BANK |
Dallas, TX |
Q3 2025 |
3,708 |
$26.58B |
| Calamos Advisors LLC |
Naperville, IL |
Q3 2025 |
876 |
$24.73B |
| Cresset Asset Management, LLC |
Chicago, IL |
Q3 2025 |
1,499 |
$22.71B |
| Clear Street Group Inc. |
New York, NY |
Q3 2025 |
812 |
$20.54B |
| COMMONWEALTH OF PENNSYLVANIA PUBLIC SCHOOL EMPLS RETRMT SYS |
Harrisburg, PA |
Q3 2025 |
1,698 |
$19.94B |
| S.C.A. Candriam |
Strassen |
Q3 2025 |
665 |
$19B |
| CANTILLON CAPITAL MANAGEMENT LLC |
New York, NY |
Q3 2025 |
38 |
$18.16B |
| COMMERCE BANK |
Kansas City, MO |
Q3 2025 |
1,230 |
$17.97B |
| Carlyle Group Inc. |
Washington, DC |
Q3 2025 |
17 |
$17.47B |
| Commonwealth Equity Services, Inc |
Waltham, MA |
Q3 2017 |
2,565 |
$16.72B |
| CIBC Bancorp USA Inc. |
Chicago, IL |
Q3 2025 |
1,358 |
$16.57B |
| Clark Capital Management Group, Inc. |
Philadelphia, PA |
Q3 2025 |
443 |
$15.97B |
| Czech National Bank |
Prague, Czech Republic |
Q4 2025 |
503 |
$15.41B |
| CORNERSTONE CAPITAL MANAGEMENT HOLDINGS LLC. |
New York, NY |
Q4 2017 |
1,227 |
$14.29B |
| CONGRESS ASSET MANAGEMENT CO |
Boston, MA |
Q4 2025 |
381 |
$14.21B |
| Capital Wealth Planning, LLC |
Naples, FL |
Q3 2025 |
152 |
$14.19B |
| Capula Management Ltd |
Grand Cayman, Cayman Islands |
Q3 2025 |
311 |
$13.42B |
| Champlain Investment Partners, LLC |
Burlington, VT |
Q3 2025 |
135 |
$13.26B |
| Clal Insurance Enterprises Holdings Ltd |
Tel Aviv |
Q3 2025 |
209 |
$13.12B |
| CONNOR CLARK & LUNN INVESTMENT MANAGEMENT LTD |
Vancouver Bc, British Columbia, Canada |
Q4 2013 |
720 |
$12.82B |
| Capitolis Liquid Global Markets LLC |
New York, NY |
Q3 2025 |
237 |
$12.52B |
| Capital International, Inc./CA/ |
Los Angeles, CA |
Q3 2025 |
305 |
$12.51B |
| CAPSTONE INVESTMENT ADVISORS, LLC |
New York, NY |
Q3 2025 |
1,091 |
$11.43B |
| CAPITAL FUND MANAGEMENT S.A. |
Paris, France |
Q3 2025 |
791 |
$10.02B |
| CENTERSQUARE INVESTMENT MANAGEMENT LLC |
Conshohocken, PA |
Q3 2025 |
80 |
$9.95B |
| COOKE & BIELER LP |
Philadelphia, PA |
Q3 2025 |
99 |
$9.68B |
| Cardano Risk Management B.V. |
Rotterdam, Netherlands |
Q3 2025 |
32 |
$9.41B |
| CHURCHILL MANAGEMENT Corp |
Los Angeles, CA |
Q2 2025 |
146 |
$9.21B |
| Lombard Odier SCmA Compagnie |
1204 Geneva, Switzerland |
Q4 2025 |
420 |
$9.2B |
| Cullen Capital Management, LLC |
New York, NY |
Q3 2025 |
217 |
$9.14B |
| CULLEN/FROST BANKERS, INC. |
San Antonio, TX |
Q3 2025 |
1,314 |
$8.61B |
| CHOREO, LLC |
Rockford, IL |
Q3 2025 |
1,569 |
$7.59B |
| CAUSEWAY CAPITAL MANAGEMENT LLC |
Los Angeles, CA |
Q3 2025 |
105 |
$7.57B |
| COLDSTREAM CAPITAL MANAGEMENT INC |
Bellevue, WA |
Q3 2025 |
1,214 |
$7.43B |
| CAPITAL GUARDIAN TRUST CO |
Los Angeles, CA |
Q2 2019 |
227 |
$7.42B |
| Canoe Financial LP |
Calgary, Alberta, Canada |
Q4 2025 |
110 |
$7.36B |
| CITIZENS FINANCIAL GROUP INC/RI |
Providence, RI |
Q3 2025 |
796 |
$7.3B |
| Cubist Systematic Strategies, LLC |
Stamford, CT |
Q3 2025 |
1,456 |
$7.1B |
| CBRE INVESTMENT MANAGEMENT LISTED REAL ASSETS LLC |
Radnor, PA |
Q3 2025 |
105 |
$7.01B |
| Clearstead Advisors, LLC |
Cleveland, OH |
Q3 2025 |
3,077 |
$6.86B |
| Gestion Carmignac |
Paris, France |
Q3 2025 |
127 |
$6.7B |
| Crossmark Global Holdings, Inc. |
Houston, TX |
Q3 2025 |
1,286 |
$6.68B |
| CONFLUENCE INVESTMENT MANAGEMENT LLC |
St. Louis, MO |
Q4 2025 |
296 |
$6.67B |
| COLONY GROUP LLC |
Boston, MA |
Q3 2023 |
754 |
$6.66B |
| CLIFTONLARSONALLEN WEALTH ADVISORS, LLC |
Minneapolis, MN |
Q4 2025 |
209 |
$6.62B |
| Castle Hook Partners LP |
New York, NY |
Q3 2025 |
58 |
$6.61B |
| Capital Investment Advisors, LLC |
Atlanta, GA |
Q4 2025 |
732 |
$6.56B |
| C WorldWide Group Holding A/S |
Copenhagen, Denmark |
Q3 2025 |
95 |
$6.49B |
| CINCINNATI INSURANCE CO |
Fairfield, OH |
Q3 2025 |
62 |
$6.46B |
| CCLA Investment Management |
London, United Kingdom |
Q4 2025 |
55 |
$6.23B |
| Conestoga Capital Advisors, LLC |
Wayne, PA |
Q3 2025 |
122 |
$6.23B |
| CAPITAL ADVISORS INC/OK |
Tulsa, OK |
Q4 2025 |
347 |
$6.21B |
| Caledonia (Private) Investments Pty Ltd |
Sydney Nsw, Australia |
Q3 2025 |
16 |
$6.15B |
| L. P. CANTOR FITZGERALD |
New York, NY |
Q3 2025 |
294 |
$6.13B |
| CRAWFORD INVESTMENT COUNSEL INC |
Atlanta, GA |
Q3 2025 |
299 |
$6.03B |
| Capital Group Private Client Services, Inc. |
Los Angeles, CA |
Q3 2025 |
280 |
$5.98B |
| Crestwood Advisors Group, LLC |
Boston, MA |
Q3 2025 |
569 |
$5.87B |
| Concurrent Investment Advisors, LLC |
Tampa, FL |
Q3 2025 |
1,419 |
$5.79B |
| Capital International Sarl |
Los Angeles, CA |
Q3 2025 |
280 |
$5.79B |
| COMGEST GLOBAL INVESTORS S.A.S. |
Paris, France |
Q3 2025 |
60 |
$5.64B |
| COUNTRY TRUST BANK |
Bloomington, IL |
Q4 2025 |
609 |
$5.52B |
| CAMBRIDGE ASSOCIATES LLC /MA/ /ADV |
Boston, MA |
Q3 2025 |
53 |
$5.46B |
| Curi Capital, LLC |
Chicago, IL |
Q3 2025 |
699 |
$5.45B |
| Carnegie Investment Counsel |
Pepper Pike, OH |
Q3 2025 |
551 |
$5.31B |
| Cannell & Spears LLC |
New York, NY |
Q3 2025 |
400 |
$5.3B |
| Circle Wealth Management, LLC |
Summit, NJ |
Q3 2025 |
225 |
$5.14B |
| CINCINNATI FINANCIAL CORP |
Fairfield, OH |
Q3 2025 |
55 |
$5.05B |
| Cevian Capital II GP LTD |
St. Helier |
Q3 2025 |
3 |
$4.96B |
| Catalyst Capital Advisors LLC |
Huntington, NY |
Q3 2025 |
441 |
$4.96B |
| CHARTWELL INVESTMENT PARTNERS/PA |
Berwyn, PA |
Q1 2014 |
341 |
$4.92B |
| CHILTON INVESTMENT CO INC. |
Stamford, CT |
Q3 2025 |
272 |
$4.91B |
| Catterton Management Company, L.L.C. |
Greenwich, CT |
Q4 2025 |
3 |
$4.84B |
| Choate Investment Advisors |
Boston, MA |
Q3 2025 |
424 |
$4.83B |
| COMMERZBANK AKTIENGESELLSCHAFT /FI |
Frankfurt, Germany |
Q3 2025 |
353 |
$4.81B |
| Copeland Capital Management, LLC |
Conshohocken, PA |
Q3 2025 |
291 |
$4.8B |
| CENTRAL TRUST Co |
Jefferson City, MO |
Q3 2025 |
1,407 |
$4.78B |
| Clarkston Capital Partners, LLC |
Rochester, MI |
Q3 2025 |
158 |
$4.64B |
| CAMDEN ASSET MANAGEMENT L P /CA |
Los Angeles, CA |
Q3 2025 |
83 |
$4.53B |
| Close Asset Management Ltd |
London, United Kingdom |
Q3 2025 |
261 |
$4.5B |
| Cardinal Capital Management, Inc. |
Winnipeg, Manitoba, Canada |
Q4 2025 |
70 |
$4.45B |
| Cassaday & Co Wealth Management LLC |
Mclean, VA |
Q3 2025 |
344 |
$4.34B |
| Ceredex Value Advisors LLC |
Winter Park, FL |
Q3 2025 |
166 |
$4.31B |
| CreativeOne Wealth, LLC |
Overland Park, KS |
Q3 2025 |
1,145 |
$4.1B |
| Chicago Capital, LLC |
Chicago, IL |
Q3 2025 |
357 |
$4.06B |
| Caprock Group, LLC |
Boise, ID |
Q3 2025 |
1,121 |
$4.06B |
| Contour Asset Management LLC |
New York, NY |
Q3 2025 |
31 |
$3.99B |
| CARY STREET PARTNERS FINANCIAL LLC |
Richmond, VA |
Q3 2025 |
928 |
$3.85B |
| Channing Capital Management, LLC |
Chicago, IL |
Q3 2025 |
108 |
$3.8B |
| Chicago Partners Investment Group LLC |
Chicago, IL |
Q3 2025 |
1,218 |
$3.79B |
| Center Coast Capital Advisors, LP |
Houston, TX |
Q4 2017 |
45 |
$3.72B |
| CAXTON ASSOCIATES LLP |
London |
Q3 2025 |
669 |
$3.65B |
| Comprehensive Financial Management LLC |
Los Gatos, CA |
Q3 2025 |
40 |
$3.62B |
| CAPSTONE ASSET MANAGEMENT CO |
Houston, TX |
Q2 2017 |
1,588 |
$3.6B |
| CSM Advisors, LLC |
Warrendale, PA |
Q3 2025 |
402 |
$3.58B |
| CASTLEARK MANAGEMENT LLC |
Chicago, IL |
Q3 2025 |
284 |
$3.57B |
| Capital Analysts, LLC |
Fort Washington, PA |
Q3 2025 |
1,432 |
$3.43B |
| CX Institutional |
Auburn, IN |
Q3 2025 |
1,375 |
$3.29B |
| Cohen Klingenstein LLC |
New York, NY |
Q4 2025 |
207 |
$3.29B |
| Corvex Management LP |
New York, NY |
Q3 2025 |
28 |
$3.28B |
| Constellation Investments, Inc. |
Montgomery, OH |
Q4 2025 |
19 |
$3.24B |
| Leon G. Cooperman |
Boca Raton, FL |
Q3 2025 |
41 |
$3.23B |
| Cannell & Co. |
New York, NY |
Q4 2023 |
269 |
$3.15B |
| CAXTON ASSOCIATES LP |
New York, NY |
Q4 2024 |
475 |
$3.14B |
| Callan Family Office, LLC |
Radnor, PA |
Q3 2025 |
848 |
$3.14B |
| Connectus Wealth, LLC |
Cincinnati, OH |
Q1 2024 |
389 |
$3.1B |
| Compound Planning, Inc. |
New York, NY |
Q3 2025 |
1,150 |
$3.09B |
| Finance Covea |
Paris, France |
Q4 2025 |
128 |
$3.03B |
| Cornerstone Advisors, LLC |
Asheville, NC |
Q3 2025 |
235 |
$3.03B |
| CONNING INC. |
Hartford, CT |
Q3 2025 |
352 |
$3.01B |
| CLIFFORD SWAN INVESTMENT COUNSEL LLC |
Pasadena, CA |
Q3 2025 |
322 |
$3B |
| CHILTON CAPITAL MANAGEMENT LLC |
Houston, TX |
Q3 2025 |
566 |
$2.97B |
| CoreCap Advisors, LLC |
Southfield, MI |
Q4 2025 |
2,943 |
$2.86B |
| CHAI TRUST CO LLC |
Chicago, IL |
Q3 2025 |
11 |
$2.79B |
| Cerberus Capital Management, L.P. |
New York, NY |
Q3 2025 |
4 |
$2.78B |
| CWA Asset Management Group, LLC |
Naples, FL |
Q4 2025 |
642 |
$2.77B |
| CAPITAL INTERNATIONAL LTD /CA/ |
Los Angeles, CA |
Q3 2025 |
145 |
$2.76B |
| Calamos Wealth Management LLC |
Naperville, IL |
Q3 2025 |
426 |
$2.76B |
| COOPER CREEK PARTNERS MANAGEMENT LLC |
New York, NY |
Q3 2025 |
88 |
$2.67B |
| CAMBRIDGE TRUST CO |
Cambridge, MA |
Q1 2024 |
655 |
$2.64B |
| CAPITAL COUNSEL LLC/NY |
New York, NY |
Q3 2025 |
60 |
$2.61B |
| Cercano Management LLC |
Bellevue, WA |
Q3 2025 |
148 |
$2.6B |
| Candlestick Capital Management LP |
Greenwich, CT |
Q3 2025 |
39 |
$2.58B |
| CBIZ Investment Advisory Services, LLC |
Independence, OH |
Q3 2025 |
661 |
$2.55B |
| Chesley Taft & Associates LLC |
Chicago, IL |
Q4 2025 |
371 |
$2.53B |
| Cormorant Asset Management, LP |
Boston, MA |
Q3 2025 |
36 |
$2.53B |
| Capital Asset Advisory Services LLC |
Williamston, MI |
Q4 2025 |
289 |
$2.49B |
| Commodore Capital LP |
New York, NY |
Q3 2025 |
37 |
$2.48B |
| CTC LLC |
Chicago, IL |
Q3 2025 |
39 |
$2.45B |
| COOKSON PEIRCE & CO INC |
Pittsburgh, PA |
Q3 2025 |
304 |
$2.44B |
| CHICKASAW CAPITAL MANAGEMENT LLC |
Memphis, TN |
Q4 2025 |
93 |
$2.43B |
| Cornerstone Investment Partners, LLC |
Atlanta, GA |
Q3 2025 |
210 |
$2.39B |
| DES DEPOTS ET CONSIGNATIONS CAISSE |
Paris, France |
Q3 2025 |
218 |
$2.35B |
| Covington Capital Management |
Los Angeles, CA |
Q3 2022 |
1,183 |
$2.32B |
| COLUMBUS CIRCLE INVESTORS |
Stamford, CT |
Q4 2020 |
126 |
$2.28B |
| Canada Post Corp Registered Pension Plan |
Toronto, Canada (Federal Level) |
Q3 2025 |
492 |
$2.26B |
| Connecticut Wealth Management, LLC |
Farmington, CT |
Q3 2025 |
317 |
$2.25B |
| CAS Investment Partners, LLC |
Westport, CT |
Q3 2025 |
5 |
$2.24B |
| Contrarius Group Holdings Ltd |
Hamilton, Bermuda |
Q3 2025 |
52 |
$2.21B |
| Crake Asset Management LLP |
London, United Kingdom |
Q3 2025 |
15 |
$2.2B |
| CAMBIAR INVESTORS LLC |
Denver, CO |
Q3 2025 |
140 |
$2.2B |
| CORTLAND ADVISERS LLC |
Wilmington, DE |
Q3 2019 |
32 |
$2.18B |
| CENTAURUS FINANCIAL, INC. |
Anaheim, CA |
Q3 2025 |
1,030 |
$2.13B |
| Concentric Capital Strategies, LP |
Stamford, CT |
Q3 2025 |
282 |
$2.09B |
| Csenge Advisory Group |
Clearwater, FL |
Q3 2025 |
681 |
$2.09B |
| COBBLESTONE CAPITAL ADVISORS LLC /NY/ |
Rochester, NY |
Q3 2025 |
304 |
$2.08B |
| CQS Cayman LP |
Camana Bay, Grand Cayman, Cayman Islands |
Q3 2019 |
134 |
$2.07B |
| Confluence Wealth Services, Inc. |
Mcmurray, PA |
Q3 2025 |
368 |
$2.03B |
| CenterBook Partners LP |
Greenwich, CT |
Q3 2025 |
544 |
$2.02B |
| Cinctive Capital Management LP |
New York, NY |
Q3 2025 |
375 |
$2B |
| Coliseum Capital Management, LLC |
Rowayton, CT |
Q3 2025 |
11 |
$1.96B |
| Cerity Partners OCIO LLC |
New York, NY |
Q3 2025 |
25 |
$1.96B |
| Cartenna Capital, LP |
Stamford, CT |
Q3 2025 |
31 |
$1.92B |
| Coronation Fund Managers Ltd. |
Cape Town, South Africa |
Q3 2025 |
48 |
$1.92B |
| COMPASS CAPITAL MANAGEMENT, INC |
Minneapolis, MN |
Q3 2025 |
86 |
$1.89B |
| COMMUNITY TRUST & INVESTMENT CO |
Lexington, KY |
Q4 2025 |
141 |
$1.89B |
| Carroll Financial Associates, Inc. |
Charlotte, NC |
Q4 2021 |
1,600 |
$1.88B |
| Corebridge Financial, Inc. |
Houston, TX |
Q3 2025 |
6 |
$1.87B |
| Credential Qtrade Securities Inc. |
Vancouver |
Q1 2024 |
379 |
$1.86B |
| CastleKnight Management LP |
New York, NY |
Q3 2025 |
367 |
$1.86B |
| Cyndeo Wealth Partners, LLC |
St. Petersburg, FL |
Q4 2025 |
477 |
$1.85B |
| Capstone Financial Advisors, Inc. |
Downers Grove, IL |
Q3 2025 |
182 |
$1.85B |
| Cryder Capital Partners LLP |
London, United Kingdom |
Q3 2025 |
11 |
$1.81B |
| Cornerstone Wealth Management, LLC |
St. Peters, MO |
Q3 2025 |
679 |
$1.81B |
| CLEARLAKE CAPITAL GROUP, L.P. |
Santa Monica, CA |
Q3 2025 |
6 |
$1.81B |
| CUSHING ASSET MANAGEMENT, LP dba NXG INVESTMENT MANAGEMENT |
Dallas, TX |
Q3 2025 |
59 |
$1.76B |
| Consulta Ltd |
London, United Kingdom |
Q3 2025 |
12 |
$1.76B |
| Clarius Group, LLC |
Seattle, WA |
Q4 2025 |
384 |
$1.75B |
| COURIER CAPITAL LLC |
Buffalo, NY |
Q3 2025 |
390 |
$1.74B |
| CGOV Asset Management |
Toronto, Ontario, Canada |
Q1 2018 |
49 |
$1.73B |
| Caption Management, LLC |
Oklahoma City, OK |
Q3 2025 |
589 |
$1.72B |
| CSS LLC/IL |
Chicago, IL |
Q3 2025 |
691 |
$1.69B |
| COUNTRY CLUB BANK |
Kansas City, MO |
Q3 2025 |
325 |
$1.69B |
| CADIAN CAPITAL MANAGEMENT, LP |
New York, NY |
Q3 2025 |
26 |
$1.68B |
| C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors |
Westlake, OH |
Q4 2025 |
377 |
$1.67B |
| CACTI ASSET MANAGEMENT LLC |
Atlanta, GA |
Q4 2025 |
79 |
$1.66B |
| Cadence Bank |
Tupelo, MS |
Q3 2025 |
337 |
$1.65B |
| Cambria Investment Management, L.P. |
Manhattan Beach, CA |
Q3 2025 |
530 |
$1.65B |
| Cortina Asset Management, LLC |
Milwaukee, WI |
Q2 2019 |
174 |
$1.62B |
| CHECK CAPITAL MANAGEMENT INC/CA |
Costa Mesa, CA |
Q3 2025 |
50 |
$1.58B |
| Casdin Capital, LLC |
New York, NY |
Q3 2025 |
32 |
$1.58B |
| CRAMER ROSENTHAL MCGLYNN LLC |
Stamford, CT |
Q3 2025 |
92 |
$1.56B |
| CULLINAN ASSOCIATES INC |
Louisville, KY |
Q3 2025 |
213 |
$1.54B |
| Cumberland Partners Ltd |
Toronto, Ontario, Canada |
Q3 2025 |
162 |
$1.53B |
| Charles Schwab Trust Co |
Henderson, NV |
Q4 2025 |
171 |
$1.52B |
| CREATIVE FINANCIAL DESIGNS INC /ADV |
Kokomo, IN |
Q3 2025 |
2,045 |
$1.49B |
| Cornerstone Wealth Group, LLC |
Huntersville, NC |
Q3 2025 |
350 |
$1.48B |
| Context Capital Management, LLC |
Lajolla, CA |
Q3 2025 |
267 |
$1.47B |
| CANTOR FITZGERALD INVESTMENT ADVISORS L.P. |
New York, NY |
Q3 2025 |
191 |
$1.47B |
| CapWealth Advisors, LLC |
Franklin, TN |
Q3 2025 |
121 |
$1.46B |
| Checchi Capital Advisers, LLC |
Beverly Hills, CA |
Q3 2025 |
551 |
$1.46B |
| CAHABA WEALTH MANAGEMENT, INC. |
Atlanta, GA |
Q4 2025 |
156 |
$1.44B |
| Cardinal Point Capital Management ULC |
Toronto, Ontario, Canada |
Q3 2025 |
266 |
$1.43B |
| CORDA Investment Management, LLC. |
Houston, TX |
Q3 2025 |
80 |
$1.42B |
| Clear Harbor Asset Management, LLC |
Stamford, CT |
Q3 2025 |
405 |
$1.42B |
| Capital Investment Advisory Services, LLC |
Raleigh, NC |
Q4 2025 |
1,163 |
$1.41B |
| CIDEL ASSET MANAGEMENT INC |
Toronto |
Q4 2025 |
365 |
$1.41B |
| CROSSLINK CAPITAL INC |
Menlo Park, CA |
Q3 2025 |
23 |
$1.38B |
| COWEN INC. |
New York, NY |
Q2 2019 |
303 |
$1.38B |
| CAMPBELL NEWMAN ASSET MANAGEMENT INC |
Milwaukee, WI |
Q3 2025 |
105 |
$1.37B |
| CITY OF LONDON INVESTMENT MANAGEMENT CO LTD |
London |
Q3 2025 |
83 |
$1.35B |
| Callan Capital, LLC |
La Jolla, CA |
Q1 2025 |
364 |
$1.35B |
| CFS Investment Advisory Services, LLC |
Totowa, NJ |
Q3 2025 |
341 |
$1.35B |
| CERTUITY, LLC |
North Palm Beach, FL |
Q3 2025 |
554 |
$1.34B |
| Campbell & CO Investment Adviser LLC |
Baltimore, MD |
Q3 2025 |
1,050 |
$1.32B |
| Coastal Bridge Advisors, LLC |
Westport, CT |
Q3 2025 |
457 |
$1.32B |
| CARDIFF PARK ADVISORS, LLC |
San Marcos, CA |
Q3 2025 |
378 |
$1.3B |
| Colonial Trust Advisors |
Spartanburg, SC |
Q3 2025 |
683 |
$1.3B |
| Charter Oak Capital Management, LLC |
Portsmouth, NH |
Q3 2025 |
202 |
$1.27B |
| CCMP Capital, LP |
New York, NY |
Q4 2015 |
3 |
$1.27B |
| Country Club Trust Company, n.a. |
Kansas City, MO |
Q4 2021 |
288 |
$1.27B |
| Counterpoint Mutual Funds LLC |
San Diego, CA |
Q3 2025 |
318 |
$1.27B |
| CGN Advisors LLC |
Manhattan, KS |
Q4 2025 |
313 |
$1.26B |
| COZAD ASSET MANAGEMENT INC |
Champaign, IL |
Q3 2025 |
419 |
$1.26B |
| CHUBB CORP |
Warren, NJ |
Q4 2015 |
72 |
$1.24B |
| CONDOR CAPITAL MANAGEMENT |
Martinsville, NJ |
Q3 2025 |
186 |
$1.22B |
| CENTRAL SECURITIES CORP |
New York, NY |
Q3 2025 |
29 |
$1.21B |
| China Universal Asset Management Co., Ltd. |
Shanghai, China |
Q3 2025 |
477 |
$1.21B |
| COMERICA SECURITIES,INC. |
Detroit, MI |
Q3 2023 |
448 |
$1.2B |
| Callahan Advisors, LLC |
Houston, TX |
Q3 2025 |
168 |
$1.18B |
| Clearwater Capital Advisors, LLC |
Hoffman Estates, IL |
Q3 2025 |
168 |
$1.17B |
| CONNORS INVESTOR SERVICES INC |
Wyomissing, PA |
Q3 2025 |
153 |
$1.17B |
| COMMON FUND FOR NONPROFIT ORGANIZATIONS |
Wilton, CT |
Q3 2025 |
25 |
$1.16B |
| Clearline Capital LP |
New York, NY |
Q3 2025 |
107 |
$1.16B |
| Clear Creek Financial Management, LLC |
Silverdale, WA |
Q3 2025 |
560 |
$1.15B |
| Callodine Capital Management, LP |
Boston, MA |
Q3 2025 |
53 |
$1.14B |
| CANANDAIGUA NATIONAL BANK & TRUST CO |
Canandaigua, NY |
Q3 2025 |
323 |
$1.14B |
| Clean Energy Transition LLP |
London, United Kingdom |
Q3 2025 |
14 |
$1.14B |
| Crewe Advisors LLC |
Salt Lake City, UT |
Q4 2025 |
1,099 |
$1.13B |
| Capital Investment Services of America, Inc. |
Milwaukee, WI |
Q3 2025 |
84 |
$1.13B |
| CLOUGH CAPITAL PARTNERS L P |
Boston, MA |
Q3 2025 |
106 |
$1.12B |
| CloudAlpha Capital Management Limited/Hong Kong |
Hong Kong |
Q3 2025 |
33 |
$1.11B |
| Campbell Wealth Management |
Alexandria, VA |
Q4 2024 |
97 |
$1.11B |
| Certified Advisory Corp |
Altamonte Springs, FL |
Q4 2025 |
317 |
$1.1B |
| CS MCKEE LP |
Pittsburgh, PA |
Q4 2019 |
100 |
$1.09B |
| Conservest Capital Advisors, Inc. |
Wynnewood, PA |
Q3 2025 |
126 |
$1.08B |
| CONNABLE OFFICE INC |
Kalamazoo, MI |
Q3 2025 |
220 |
$1.08B |
| CAPE COD FIVE CENTS SAVINGS BANK |
Orleans, MA |
Q3 2025 |
189 |
$1.07B |
| Centiva Capital, LP |
New York, NY |
Q3 2025 |
601 |
$1.07B |
| Caldwell Trust Co |
Venice, FL |
Q3 2025 |
750 |
$1.07B |
| Cassaday & Co Inc. |
Mclean, VA |
Q4 2021 |
34 |
$1.06B |
| Coastline Trust Co |
Providence, RI |
Q4 2025 |
397 |
$1.06B |
| CPWM, LLC |
Seattle, WA |
Q3 2022 |
333 |
$1.06B |
| Carrhae Capital LLP |
London, United Kingdom |
Q3 2025 |
23 |
$1.05B |
| CCM INVESTMENT ADVISERS LLC |
Columbia, SC |
Q4 2025 |
89 |
$1.04B |
| Crescent Grove Advisors, LLC |
Lake Forest, IL |
Q3 2025 |
291 |
$1.04B |
| Compass Ion Advisors, LLC |
Conshohocken, PA |
Q3 2025 |
275 |
$1.04B |
| CARRET ASSET MANAGEMENT, LLC |
New York, NY |
Q3 2025 |
286 |
$1.03B |
| Cable Hill Partners, LLC |
Portland, OR |
Q1 2025 |
217 |
$1.02B |
| Cornerstone Capital, Inc. |
Palo Alto, CA |
Q3 2025 |
108 |
$1.02B |
| CARRONADE CAPITAL MANAGEMENT, LP |
Darien, CT |
Q3 2025 |
26 |
$1.02B |
| Cornerstone Advisory, LLC |
Hunt Valley, MD |
Q3 2025 |
244 |
$1.02B |
| Counsel Portfolio Services Inc. |
Mississauga, Ontario, Canada |
Q2 2016 |
300 |
$1.01B |
| Clarity Financial LLC |
Houston, TX |
Q3 2025 |
118 |
$1.01B |
| Corient Capital Partners, LLC |
Newport Beach, CA |
Q3 2022 |
672 |
$1B |
| CHICAGO EQUITY PARTNERS LLC |
Chicago, IL |
Q1 2020 |
647 |
$992.69M |
| CGM TRUST |
Boston, MA |
Q3 2020 |
46 |
$956.93M |
| CUTLER INVESTMENT COUNSEL LLC |
Jacksonville, OR |
Q3 2025 |
140 |
$953.81M |
| CPC Advisors, LLC |
Atlanta, GA |
Q3 2025 |
191 |
$947.65M |
| Continuum Advisory, LLC |
Eagle, ID |
Q3 2025 |
437 |
$945.99M |
| CCM INVESTMENT GROUP, LLC |
Northfield, MN |
Q1 2025 |
207 |
$945.81M |
| Cooper Financial Group |
Irvine, CA |
Q4 2025 |
380 |
$939.84M |
| Cheviot Value Management, LLC |
Beverly Hills, CA |
Q3 2025 |
442 |
$939.76M |
| CANYON CAPITAL ADVISORS LLC |
Dallas, TX |
Q3 2025 |
14 |
$938.28M |
| Cornerstone Advisors, Inc. |
Bellevue, WA |
Q3 2020 |
717 |
$935.58M |
| Center for Financial Planning, Inc. |
Southfied, MI |
Q3 2025 |
660 |
$935.58M |
| Curated Wealth Partners LLC |
El Segundo, CA |
Q4 2025 |
208 |
$925.32M |
| Coppell Advisory Solutions LLC |
Coppell, TX |
Q3 2025 |
397 |
$923M |
| Cynosure Group, LLC |
Salt Lake City, UT |
Q3 2025 |
371 |
$920.72M |
| CKW FINANCIAL GROUP |
Honolulu, HI |
Q3 2025 |
172 |
$917.36M |
| Caligan Partners LP |
New York, NY |
Q3 2025 |
16 |
$914.62M |
| Columbus Macro, LLC |
New Castle, PA |
Q4 2025 |
204 |
$913.35M |
| CoreView Capital Management Ltd |
Hong Kong, Hong Kong |
Q3 2025 |
8 |
$909.49M |
| Constellation Wealth Advisors, LLC |
New York, NY |
Q3 2015 |
82 |
$902.98M |
| CALEDONIA INVESTMENTS PLC |
London England, United Kingdom |
Q4 2025 |
15 |
$902.34M |
| CABOT WEALTH MANAGEMENT INC |
Salem, MA |
Q3 2025 |
133 |
$901.68M |
| CALIBER WEALTH MANAGEMENT, LLC / KS |
Overland Park, KS |
Q3 2025 |
250 |
$897.02M |
| Cardan Capital Partners, LLC |
Denver, CO |
Q3 2021 |
243 |
$892.9M |
| CHEMICAL BANK |
Detroit, MI |
Q2 2019 |
348 |
$881.36M |
| CLIFTON PARK CAPITAL MANAGEMENT, LLC |
Wilmington, DE |
Q4 2015 |
18 |
$880.52M |
| CAHILL FINANCIAL ADVISORS INC |
Edina, MN |
Q3 2025 |
288 |
$878.34M |
| Cascade Financial Partners, LLC |
San Diego, CA |
Q3 2025 |
261 |
$872.29M |
| CVA Family Office, LLC |
Denver, CO |
Q4 2025 |
1,289 |
$869.46M |
| Clark Asset Management, LLC |
Stratham, NH |
Q3 2025 |
208 |
$860.43M |
| Covalis Capital LLP |
London |
Q3 2025 |
54 |
$858.28M |
| CORTLAND ASSOCIATES INC/MO |
St Louis, MO |
Q3 2025 |
64 |
$846.63M |
| CRITERIA CAIXA, S.A.U. |
Barcelona, Spain |
Q3 2025 |
19 |
$841.45M |
| Capricorn Investment Group LLC |
Palo Alto, CA |
Q3 2025 |
5 |
$840.42M |
| Claret Asset Management Corp |
Montreal, Quebec, Canada |
Q3 2025 |
407 |
$839.39M |
| Cypress Capital Group |
Palm Beach, FL |
Q3 2025 |
224 |
$836.36M |
| Condire Management, LP |
Dallas, TX |
Q3 2025 |
20 |
$835.38M |
| CATALYST FINANCIAL PARTNERS LLC |
Boston, MA |
Q3 2025 |
316 |
$829.09M |
| Community Bank, N.A. |
Dewitt, NY |
Q3 2025 |
498 |
$826.84M |
| Capital Investment Counsel, Inc |
Raleigh, NC |
Q3 2025 |
196 |
$820.93M |
| CVC Management Holdings II Ltd. |
St. Helier |
Q3 2025 |
3 |
$818.13M |
| Central Pacific Bank - Trust Division |
Honolulu, HI |
Q4 2025 |
837 |
$815.46M |
| Cache Advisors, LLC |
San Francisco, CA |
Q4 2025 |
116 |
$814.15M |
| Consolidated Investment Group LLC |
Englewood, CO |
Q3 2025 |
69 |
$814.08M |
| CITY HOLDING CO |
Charleston, WV |
Q4 2025 |
582 |
$812.8M |
| CAT ROCK CAPITAL MANAGEMENT LP |
Greenwich, CT |
Q3 2025 |
16 |
$810.38M |
| Capital Advisors, Ltd. LLC |
Shaker Heights, OH |
Q4 2025 |
1,316 |
$804.07M |
| Consolidated Portfolio Review Corp |
Woodbury, NY |
Q3 2025 |
452 |
$795.78M |
| Coho Partners, Ltd. |
Berwyn, PA |
Q3 2025 |
32 |
$779.14M |
| CULLEN INVESTMENT GROUP, LTD. |
Lafayette, LA |
Q4 2025 |
176 |
$771.36M |
| Camber Capital Management LP |
Boston, MA |
Q2 2025 |
23 |
$766.17M |
| CIM, LLC |
Albany, NY |
Q3 2025 |
171 |
$764.65M |
| CRA Financial Services, LLC |
Northfield, NJ |
Q4 2025 |
292 |
$764.16M |
| Covington Investment Advisors Inc. |
Ligonier, PA |
Q3 2025 |
75 |
$763.9M |
| CAPITAL GROWTH MANAGEMENT LP |
Boston, MA |
Q3 2022 |
50 |
$760.61M |
| Columbus Hill Capital Management, L.P. |
Short Hills, NJ |
Q3 2025 |
27 |
$757.96M |
| CAPITAL ONE, NATIONAL ASSOCIATION |
New York, NY |
Q4 2019 |
314 |
$755.99M |
| CIBC BANK USA |
Chicago, IL |
Q4 2019 |
272 |
$755.81M |
| COMERICA SECURITIES INC |
Detroit, MI |
Q4 2018 |
398 |
$755.65M |
| Colonial Trust Co / SC |
Spartanburg, SC |
Q3 2025 |
1,088 |
$742.49M |
| Capital Advantage, Inc. |
Walnut Creek, CA |
Q4 2025 |
149 |
$741.32M |
| CADINHA & CO LLC |
Honolulu, HI |
Q3 2025 |
103 |
$735.76M |
| Capital Advisors Wealth Management, LLC |
Yakima, WA |
Q4 2025 |
219 |
$734.12M |
| CULBERTSON A N & CO INC |
Charlottesville, VA |
Q4 2025 |
128 |
$728.89M |
| Capital Planning Advisors, LLC |
Roseville, CA |
Q3 2025 |
143 |
$728.16M |
| Concord Wealth Partners |
Abingdon, VA |
Q3 2025 |
833 |
$724.58M |
| Cardinal Capital Management |
Raleigh, NC |
Q3 2025 |
131 |
$723.44M |
| Cypress Wealth Services, LLC |
Palm Desert, CA |
Q4 2025 |
389 |
$722.66M |
| CYRUS CAPITAL PARTNERS, L.P. |
New York, NY |
Q3 2025 |
4 |
$720.59M |
| CAMDEN NATIONAL BANK |
Camden, ME |
Q3 2025 |
164 |
$714.67M |
| CHICAGO TRUST Co NA |
Grayslake, IL |
Q3 2025 |
405 |
$708.49M |
| Canal Capital Management, LLC |
Richmond, VA |
Q4 2025 |
188 |
$704.95M |
| CHATHAM CAPITAL GROUP, INC. |
Savannah, GA |
Q4 2025 |
198 |
$702.81M |
| Cannon Financial Strategists, Inc. |
Athens, GA |
Q3 2025 |
104 |
$698.78M |
| Crews Bank & Trust |
Wauchula, FL |
Q4 2025 |
621 |
$698.78M |
| CFM WEALTH PARTNERS LLC |
Austin, TX |
Q3 2025 |
147 |
$688.81M |
| Castellan Group |
Louisville, KY |
Q3 2025 |
35 |
$688.04M |
| CFO4Life Group, LLC |
Coppell, TX |
Q3 2025 |
234 |
$688.03M |
| CIGNA INVESTMENTS INC /NEW |
Bloomfield, CT |
Q4 2025 |
459 |
$687M |
| Camelot Capital Partners, LLC |
Laguna Beach, CA |
Q2 2025 |
1 |
$685.55M |
| Claro Advisors LLC |
Boston, MA |
Q3 2025 |
396 |
$685.3M |
| Capital Investment Counsel, LLC |
Denver, CO |
Q3 2025 |
134 |
$679.25M |
| Crestview Partners II GP, L.P. |
New York, NY |
Q3 2025 |
3 |
$677.22M |
| Clayton, Dubilier & Rice, LLC |
New York, NY |
Q3 2025 |
2 |
$676.71M |
| CRITERION CAPITAL MANAGEMENT LLC |
San Francisco, CA |
Q3 2018 |
23 |
$666.25M |
| CALTON & ASSOCIATES, INC. |
Tampa, FL |
Q3 2025 |
425 |
$666.16M |
| Convergence Financial, LLC |
Columbia, MO |
Q3 2025 |
188 |
$665.93M |
| Compass Financial Group, INC/SD |
Sioux Falls, SD |
Q3 2025 |
103 |
$665.33M |
| Cohen Capital Management, Inc. |
Corte Madera, CA |
Q4 2025 |
150 |
$663.86M |
| Crane Advisory, LLC |
Fullerton, CA |
Q4 2025 |
52 |
$661.43M |
| Catalyst Funds Management Pty Ltd |
Sydney Nsw |
Q3 2025 |
477 |
$658.51M |
| CENTRAL BANK & TRUST CO |
Lexington, KY |
Q4 2025 |
179 |
$646.74M |
| CAPITAL MANAGEMENT CORP /VA |
Glen Allen, VA |
Q3 2025 |
79 |
$636.31M |
| CORNERSTONE CAPITAL MANAGEMENT LLC |
Edina, MN |
Q3 2016 |
41 |
$634.54M |
| Conifer Management, L.L.C. |
New York, NY |
Q3 2025 |
5 |
$631.08M |
| CONSOLIDATED PRESS INTERNATIONAL HOLDINGS LTD |
Sydney |
Q3 2025 |
13 |
$629.49M |
| INDUSTRIEL ET COMMERCIAL CREDIT |
Paris France, France |
Q3 2025 |
218 |
$627.32M |
| Calydon Capital |
Memphis, TN |
Q3 2025 |
272 |
$626.58M |
| Chescapmanager LLC |
Baltimore, MD |
Q3 2025 |
19 |
$626.33M |
| Chandler Asset Management, Inc. |
San Diego, CA |
Q3 2025 |
22 |
$609.4M |
| Cornerstone Management, Inc. |
Duluth, GA |
Q3 2025 |
63 |
$604.71M |
| CYPRESS FUNDS LLC |
Los Angeles, CA |
Q4 2025 |
14 |
$604.66M |
| CAPITAL INSIGHT PARTNERS, LLC |
Scottsdale, AZ |
Q3 2025 |
163 |
$604.03M |
| Creekmur Asset Management LLC |
Morton, IL |
Q3 2025 |
799 |
$603.23M |
| Crescent Capital Consulting, LLC |
New Orleans, LA |
Q4 2021 |
562 |
$598.48M |
| Capital Group Investment Management Pte. Ltd. |
Raffles Quay, Singapore |
Q3 2025 |
139 |
$596.6M |
| Canvas Wealth Advisors, LLC |
Shawnee, KS |
Q4 2025 |
222 |
$588.89M |
| CANANDAIGUA NATIONAL CORP |
Canandaigua, NY |
Q4 2022 |
251 |
$588.85M |
| Clearstead Trust, LLC |
Portland, ME |
Q3 2025 |
1,511 |
$585.29M |
| Commonwealth Financial Services, LLC |
Vienna, WV |
Q3 2025 |
227 |
$584.38M |
| Century Capital Management, LLC |
Boston, MA |
Q2 2017 |
209 |
$581.23M |
| Citizens Business Bank |
Ontario, CA |
Q3 2025 |
148 |
$580.99M |
| CLIFFORD CAPITAL PARTNERS LLC |
Alpine, UT |
Q3 2025 |
43 |
$578.63M |
| CIBC Capital Markets (Europe) S.A. |
Luxembourg, Luxembourg |
Q3 2025 |
10 |
$573.36M |
| CORNERSTONE ADVISORS ASSET MANAGEMENT, LLC |
Bethlehem, PA |
Q3 2025 |
128 |
$571.96M |
| CORSAIR CAPITAL MANAGEMENT, L.P. |
New York, NY |
Q3 2025 |
164 |
$563.64M |
| COERENTE CAPITAL MANAGEMENT |
Toronto, Ontario, Canada |
Q3 2025 |
39 |
$563.03M |
| Citizens National Bank Trust Department |
Meridian, MS |
Q3 2025 |
383 |
$560.41M |
| Call To Action Foundation |
Salt Lake City, UT |
Q3 2025 |
1 |
$560.21M |
| Carrera Capital Advisors |
Troy, MI |
Q3 2025 |
151 |
$557.35M |
| Covenant Multifamily Offices, LLC |
San Antonio, TX |
Q3 2021 |
243 |
$556.4M |
| CDAM (UK) Ltd |
London, United Kingdom |
Q3 2025 |
11 |
$554.36M |
| City Financial Investment Co Ltd |
London, United Kingdom |
Q4 2018 |
116 |
$553.94M |
| Concord Asset Management, LLC/VA |
Abingdon, VA |
Q3 2025 |
121 |
$550.53M |
| CHILDRESS CAPITAL ADVISORS, LLC |
Houston, TX |
Q3 2025 |
313 |
$547.19M |
| Cornerstone Planning Group LLC |
Fairfield, NJ |
Q3 2025 |
1,694 |
$546.41M |
| CoreCommodity Management, LLC |
Stamford, CT |
Q3 2025 |
127 |
$545.6M |
| Community Financial Services Group, LLC |
Newport, VT |
Q4 2025 |
98 |
$544.6M |
| CORRECT CAPITAL WEALTH MANAGEMENT |
Clayton, MO |
Q3 2025 |
115 |
$542.95M |
| Catalio Capital Management, LP |
New York, NY |
Q3 2025 |
38 |
$540.93M |
| Cobble Hill Financial Services, INC |
Moorestown, NJ |
Q3 2014 |
53 |
$540.81M |
| Chemistry Wealth Management LLC |
New York, NY |
Q4 2025 |
200 |
$534.52M |
| Columbia Asset Management |
Ann Arbor, MI |
Q3 2025 |
167 |
$534.3M |
| Coppell Advisory Solutions Corp. |
Coppell, TX |
Q1 2024 |
266 |
$530.42M |
| Covenant Asset Management, LLC |
Chester, NJ |
Q3 2025 |
141 |
$529.65M |
| Conrad Siegel Investment Advisors, Inc. |
Harrisburg, PA |
Q4 2025 |
59 |
$527.25M |
| Curran Financial Partners, LLC |
Daniel Island, SC |
Q4 2025 |
129 |
$526.52M |
| Cambridge Advisors Inc. |
Omaha, NE |
Q4 2025 |
176 |
$525.33M |
| Curbstone Financial Management Corp |
Manchester, NH |
Q3 2025 |
208 |
$520.14M |
| Canton Hathaway, LLC |
Providence, RI |
Q4 2025 |
279 |
$518.6M |
| CONTINENTAL GENERAL INSURANCE CO |
Austin, TX |
Q3 2025 |
10 |
$515.74M |
| Cedar Mountain Advisors, LLC |
Lake Oswego, OR |
Q3 2025 |
693 |
$513.63M |
| CPMG Inc |
Dallas, TX |
Q3 2025 |
2 |
$511.36M |
| COBIZ WEALTH, LLC |
Denver, CO |
Q2 2019 |
112 |
$505.51M |
| Cannae Holdings, Inc. |
Las Vegas, NV |
Q4 2025 |
2 |
$505.22M |
| CHEMUNG CANAL TRUST CO |
Elmira, NY |
Q4 2025 |
114 |
$505.16M |
| CONTRAVISORY INVESTMENT MANAGEMENT, INC. |
Norwell, MA |
Q4 2025 |
361 |
$504.77M |
| CAMDEN NATIONAL CORP |
Camden, ME |
Q1 2021 |
141 |
$501.76M |
| Clare Market Investments LLC |
Dallas, TX |
Q3 2025 |
155 |
$499.56M |
| Cranbrook Wealth Management, LLC |
Bloomfield Hills, MI |
Q3 2025 |
393 |
$498.27M |
| CacheTech Inc. |
Logan, UT |
Q3 2025 |
197 |
$496.89M |
| Cypress Point Wealth Management, LLC |
Dallas, TX |
Q3 2025 |
82 |
$494.19M |
| Cascadia Advisory Services, LLC |
Portland, OR |
Q3 2021 |
246 |
$493.2M |
| Corrigan Financial, Inc. |
Middletown, RI |
Q1 2025 |
44 |
$485.36M |
| Community Bank & Trust, Waco, Texas |
Waco, TX |
Q3 2025 |
149 |
$484.68M |
| Crow's Nest Holdings LP |
Richmond, VA |
Q3 2025 |
9 |
$480.07M |
| Column Capital Advisors, LLC |
Indianapolis, IN |
Q3 2023 |
800 |
$478.56M |
| Conversant Capital LLC |
Summit, NJ |
Q3 2025 |
9 |
$478.32M |
| Crumly & Associates Inc. |
Springfield, IL |
Q4 2025 |
203 |
$476.71M |
| Cliffwater LLC |
Marina Del Rey, CA |
Q3 2025 |
22 |
$474.69M |
| CFO4Life, L.P. |
Coppell, TX |
Q4 2022 |
176 |
$470.5M |
| Canal Insurance CO |
Greenville, SC |
Q3 2025 |
68 |
$469.61M |
| CONTINENTAL GRAIN CO |
New York, NY |
Q3 2025 |
4 |
$469.39M |
| CMH Wealth Management LLC |
Portsmouth, NH |
Q4 2025 |
53 |
$466.85M |
| Compton Wealth Advisory Group, LLC |
Virginia Beach, VA |
Q4 2025 |
85 |
$457.54M |
| COMMUNITY FINANCIAL SYSTEM, INC. |
Dewitt, NY |
Q3 2014 |
381 |
$456.9M |
| Cherry Tree Wealth Management, LLC |
Minnetonka, MN |
Q3 2025 |
590 |
$455.53M |
| Centurion Wealth Management LLC |
Mclean, VA |
Q4 2025 |
302 |
$455.07M |
| Clarity Wealth Advisors, LLC |
San Jose, CA |
Q3 2025 |
99 |
$453.77M |
| Castle Rock Wealth Management, LLC |
Walnut Creek, CA |
Q3 2025 |
254 |
$452.4M |
| Capital Management Associates, Inc |
Minneapolis, MN |
Q4 2025 |
156 |
$452.26M |
| Coulter & Justus Financial Services, LLC |
Knoxville, TN |
Q1 2024 |
93 |
$450.29M |
| Context Partners Fund, L.P. |
La Jolla, CA |
Q3 2020 |
164 |
$448.32M |
| Compass Wealth Management LLC |
Guilford, CT |
Q3 2025 |
148 |
$447.88M |
| Capital Impact Advisors, LLC |
Boston, MA |
Q3 2025 |
30 |
$447.11M |
| Convergence Investment Partners, LLC |
Palm Beach Gardens, FL |
Q3 2025 |
250 |
$445.56M |
| Centric Wealth Management |
Chicago, IL |
Q3 2025 |
189 |
$442.57M |
| Curtis Advisory Group, LLC |
Santa Barbara, CA |
Q3 2025 |
107 |
$441.12M |
| CANNELL CAPITAL LLC |
Alta, WY |
Q3 2025 |
55 |
$440.64M |
| Credential Securities Inc. |
Vancouver |
Q2 2018 |
241 |
$440.44M |
| CYPRESS ASSET MANAGEMENT INC/TX |
Houston, TX |
Q3 2025 |
105 |
$439.55M |
| CLARK ESTATES INC/NY |
New York, NY |
Q3 2025 |
99 |
$437.67M |
| COLLECTIVE FAMILY OFFICE LLC |
York, PA |
Q4 2025 |
156 |
$435.86M |
| Coyle Financial Counsel LLC |
Glenview, IL |
Q3 2025 |
97 |
$433.79M |
| Clear Trail Advisors, LLC |
Houston, TX |
Q4 2025 |
126 |
$431.04M |
| Camrose Capital Investment Partners LLP |
London, United Kingdom |
Q3 2025 |
9 |
$430.93M |
| Cornerstone Wealth Advisors, Inc. |
Edina, MN |
Q4 2025 |
51 |
$429.98M |
| Capco Asset Management, LLC |
Tampa, FL |
Q3 2025 |
27 |
$428.87M |
| Cincinnati Specialty Underwriters Insurance CO |
Fairfield, OH |
Q3 2025 |
37 |
$427.93M |
| CATAWBA CAPITAL MANAGEMENT /VA |
Roanoke, VA |
Q2 2018 |
210 |
$424.98M |
| Cordatus Wealth Management LLC |
Newtown, PA |
Q3 2025 |
161 |
$424.15M |
| Cubic Asset Management, LLC |
Boston, MA |
Q1 2024 |
202 |
$422.44M |
| Coston, McIsaac & Partners |
Bar Harbor, ME |
Q3 2025 |
784 |
$419.98M |
| Coleford Investment Management Ltd. |
Toronto, Ontario, Canada (Federal Level) |
Q3 2025 |
22 |
$416.37M |
| Compton Financial Group, LLC |
Towson, MD |
Q3 2025 |
52 |
$415.26M |
| Capricorn Fund Managers Ltd |
London, United Kingdom |
Q4 2025 |
82 |
$414.89M |
| CADENCE CAPITAL MANAGEMENT LLC |
Boston, MA |
Q3 2020 |
277 |
$414.67M |
| CARDEROCK CAPITAL MANAGEMENT INC |
Chevy Chase, MD |
Q4 2025 |
69 |
$412.74M |
| CONCENTRIC WEALTH MANAGEMENT, LLC |
Lafayette, CA |
Q3 2024 |
133 |
$409.35M |
| CAPITAL CITY TRUST CO/FL |
Tallahassee, FL |
Q3 2025 |
113 |
$408.85M |
| CHAPIN DAVIS, INC. |
Baltimore, MD |
Q3 2025 |
247 |
$407.28M |
| CITIZENS & NORTHERN CORP |
Wellsboro, PA |
Q3 2025 |
121 |
$403.54M |
| CLG LLC |
Long Beach, CA |
Q4 2025 |
143 |
$401.65M |
| Copperwynd Financial, LLC |
Scottsdale, AZ |
Q2 2025 |
156 |
$400.84M |
| Colony Family Offices, LLC |
Charlotte, NC |
Q4 2025 |
65 |
$400.56M |
| CLUNE & ASSOCIATES, LTD. |
Chicago, IL |
Q3 2025 |
159 |
$400.09M |
| CONTRARIAN CAPITAL MANAGEMENT, L.L.C. |
Greenwich, CT |
Q3 2025 |
36 |
$396.31M |
| Charles-Lim Capital Ltd |
Central, Hong Kong |
Q3 2025 |
7 |
$392.07M |
| CV Advisors LLC |
Aventura, FL |
Q4 2025 |
48 |
$392.06M |
| Centre Asset Management, LLC |
New York, NY |
Q1 2025 |
70 |
$388.9M |
| CIC Wealth, LLC |
Rockville, MD |
Q3 2024 |
176 |
$387.03M |
| Core Wealth Advisors, Inc. |
Lakeland, FL |
Q3 2025 |
92 |
$383.5M |
| C Partners Holding GmbH |
Zurich |
Q3 2025 |
10 |
$381.24M |
| Corbenic Partners LLC |
Bethlehem, PA |
Q2 2022 |
208 |
$379.62M |
| CM WEALTH ADVISORS LLC |
Beachwood, OH |
Q3 2025 |
89 |
$379.28M |
| Coalescence Partners Investment Management, LP |
New York, NY |
Q3 2025 |
12 |
$379.11M |
| Cadent Capital Advisors, LLC |
Tulsa, OK |
Q4 2025 |
181 |
$378.51M |
| Centennial Wealth Advisory LLC |
Traverse City, MI |
Q4 2025 |
166 |
$378.07M |
| Carr Financial Group Corp |
Worcester, MA |
Q4 2025 |
179 |
$375.46M |
| CHANNEL WEALTH LLC |
Santa Barbara, CA |
Q3 2025 |
174 |
$373.87M |
| Cardinal Strategic Wealth Guidance |
Louisville, KY |
Q3 2025 |
58 |
$371.78M |
| Compass Advisory Group LLC |
Melville, NY |
Q4 2025 |
84 |
$370.12M |
| CIM INVESTMENT MANAGEMENT INC |
Pittsburgh, PA |
Q3 2025 |
249 |
$368.52M |
| Cerro Pacific Wealth Advisors LLC |
San Luis Obispo, CA |
Q3 2025 |
159 |
$365.14M |
| CGC Financial Services, LLC |
Lake Oswego, OR |
Q3 2025 |
343 |
$362.62M |
| CWS Financial Advisors, LLC |
Kalamazoo, MI |
Q3 2025 |
140 |
$360.27M |
| Columbia Bank |
Lake Oswego, OR |
Q3 2025 |
155 |
$357.74M |
| CYPRESS FINANCIAL PLANNING LLC |
Haddon Heights, NJ |
Q4 2025 |
102 |
$357.7M |
| Capital Today Evergreen Fund, L.P. |
Grand Cayman |
Q3 2025 |
3 |
$355.84M |
| Clean Yield Group |
Norwich, VT |
Q3 2025 |
416 |
$353.8M |
| Crestview Partners III GP, L.P. |
New York, NY |
Q3 2025 |
3 |
$353.01M |
| Covenant Partners, LLC |
Nashville, TN |
Q3 2025 |
135 |
$352.76M |
| Catalys Pacific, LLC |
Tokyo, Japan |
Q3 2025 |
2 |
$351.37M |
| Cederberg Capital Ltd |
London, United Kingdom |
Q3 2025 |
10 |
$350.24M |
| Cornerstone Retirement Group, Inc. |
Reno, NV |
Q3 2023 |
33 |
$349.76M |
| Cypress Capital, LLC |
Franklin, TN |
Q3 2025 |
93 |
$349.5M |
| City State Bank |
Norwalk, IA |
Q3 2025 |
742 |
$346.18M |
| CRCM LP |
San Francisco, CA |
Q3 2025 |
10 |
$345.67M |
| Cornell Pochily Investment Advisors, Inc. |
Ithaca, NY |
Q4 2025 |
182 |
$345.01M |
| Ceeto Capital Group, LLC |
Coral Gables, FL |
Q3 2025 |
183 |
$344.94M |
| Core Alternative Capital |
Peachtree Corners, GA |
Q3 2025 |
340 |
$344.52M |
| Capital Planning LLC |
Bellevue, WA |
Q3 2025 |
79 |
$343.29M |
| CORBYN INVESTMENT MANAGEMENT INC/MD |
Lutherville, MD |
Q4 2025 |
69 |
$342.3M |
| CAPITAL ADVISORY GROUP ADVISORY SERVICES, LLC |
Phoenix, AZ |
Q4 2025 |
171 |
$339.98M |
| Claar Advisors LLC |
New York, NY |
Q3 2025 |
18 |
$337.83M |
| CHASE INVESTMENT COUNSEL CORP |
Charlottesville, VA |
Q3 2025 |
131 |
$337.55M |
| Congress Park Capital LLC |
Saratoga Springs, NY |
Q4 2025 |
128 |
$334.92M |
| CENTRAL VALLEY ADVISORS, LLC |
Sacramento, CA |
Q4 2025 |
150 |
$334.72M |
| Courage Miller Partners, LLC |
Norfolk, VA |
Q3 2025 |
85 |
$333.55M |
| Crown Wealth Group, LLC |
Charlotte, NC |
Q3 2025 |
127 |
$332.84M |
| Carnick & Kubik, LLC |
Colorado Springs, CO |
Q1 2016 |
992 |
$332.54M |
| Court Place Advisors, LLC |
Ellicott City, MD |
Q3 2025 |
147 |
$332.15M |
| CHERRYDALE WEALTH MANAGEMENT, LLC |
Hoboken, NJ |
Q4 2025 |
79 |
$329.45M |
| Clear Perspective Advisors, LLC |
Aurora, IL |
Q4 2021 |
181 |
$329.45M |
| CISCO SYSTEMS, INC. |
San Jose, CA |
Q4 2025 |
4 |
$329.04M |
| Carmel Capital Management L.L.C. |
Carmel, CA |
Q3 2025 |
25 |
$328.98M |
| CLEARBRIDGE, LLC |
Baltimore, MD |
Q4 2018 |
88 |
$328.74M |
| CLARIS ADVISORS, LLC / MO / |
St. Louis, MO |
Q4 2025 |
68 |
$328.11M |
| Chesapeake Wealth Management |
Williamsburg, VA |
Q3 2025 |
162 |
$327.78M |
| Cedar Wealth Management, LLC |
Walnut Creek, CA |
Q3 2025 |
244 |
$326.34M |
| COLTON GROOME FINANCIAL ADVISORS, LLC |
Asheville, NC |
Q3 2025 |
137 |
$325.92M |
| CJM Wealth Advisers, Ltd. |
Falls Church, VA |
Q3 2025 |
74 |
$325.45M |
| Crestview Partners IV GP, L.P. |
New York, NY |
Q3 2025 |
2 |
$325.24M |
| Comprehensive Financial Consultants Institutional, Inc. |
Bloomington, IN |
Q3 2025 |
185 |
$322.79M |
| Centerpoint Advisors, LLC |
Needham, MA |
Q3 2025 |
440 |
$322.3M |
| CEERA INVESTMENTS, LLC |
Bellaire, TX |
Q3 2025 |
110 |
$320.55M |
| CLOVERFIELDS CAPITAL GROUP, LP |
Minneapolis, MN |
Q3 2025 |
96 |
$319.49M |
| CLIENT 1ST ADVISORY GROUP, LLC |
Dunedin, FL |
Q4 2025 |
142 |
$319.08M |
| Chautauqua Capital Management |
Boulder, CO |
Q4 2015 |
26 |
$316.62M |
| Cove Private Wealth, LLC |
Oyster Bay Cove, NY |
Q3 2025 |
157 |
$315.68M |
| Concord Investment Counsel Inc. |
Irvine, CA |
Q3 2025 |
39 |
$315.04M |
| Creative Capital Management Investments LLC |
San Diego, CA |
Q3 2025 |
264 |
$312.89M |
| Cutler Capital Management, LLC |
Worcester, MA |
Q3 2025 |
122 |
$312.82M |
| Core Wealth Management, Inc. |
Jupiter, FL |
Q3 2025 |
34 |
$310.55M |
| Cabot-Wellington, LLC |
Boston, MA |
Q3 2025 |
5 |
$309.13M |
| Corigliano Investment Advisers, LLC |
Raleigh, NC |
Q3 2025 |
43 |
$308.49M |
| Cornerstone Financial Partners, LLC |
Huntersville, NC |
Q4 2017 |
129 |
$304.73M |
| CONSILIO WEALTH ADVISORS, LLC |
Bellevue, WA |
Q3 2025 |
96 |
$304.35M |
| Crestmont Private Wealth LLC |
Houston, TX |
Q3 2025 |
95 |
$302.65M |
| Ceros Financial Services Inc. |
Rockville, MD |
Q1 2019 |
189 |
$302.04M |
| CASTLE WEALTH MANAGEMENT LLC |
Boynton Beach, FL |
Q4 2025 |
131 |
$301.87M |
| COWA, LLC |
Tulsa, OK |
Q3 2025 |
141 |
$301.29M |
| COOPER INVESTORS PTY LTD |
Melbourne, Victoria, Australia |
Q4 2025 |
41 |
$300.93M |
| Chiron Investment Management, LLC |
New York, NY |
Q4 2024 |
86 |
$300.27M |
| Carlton Hofferkamp & Jenks Wealth Management, LLC |
The Woodlands, TX |
Q4 2025 |
140 |
$299.35M |
| Canopy Partners, LLC |
Cincinnati, OH |
Q3 2025 |
235 |
$299.35M |
| Costello Asset Management, INC |
Feasterville, PA |
Q3 2025 |
664 |
$298.64M |
| Checkpoint Capital L.P. |
San Francisco, CA |
Q3 2025 |
10 |
$298.47M |
| Corundum Group, Inc. |
Colorado Springs, CO |
Q4 2025 |
112 |
$298M |
| Cape Ann Asset Management Ltd |
London |
Q3 2025 |
11 |
$296.81M |
| Copper Rock Capital Partners, LLC |
Boston, MA |
Q3 2020 |
54 |
$296.08M |
| Commonwealth Retirement Investments LLC |
Richmond, VA |
Q3 2025 |
117 |
$293.7M |
| Cowen Prime Advisors LLC |
New York, NY |
Q2 2023 |
229 |
$290.36M |
| CONCORD ASSET MANAGEMENT LLC |
Chicago, IL |
Q4 2014 |
56 |
$288.42M |
| CAPITAL WEALTH MANAGEMENT, LLC |
W. Warwick, RI |
Q3 2025 |
38 |
$287.36M |
| Cambridge Financial Group, LLC |
Tucson, AZ |
Q4 2025 |
169 |
$286.96M |
| CPA Asset Management Group, LLC |
West Palm Beach, FL |
Q4 2025 |
106 |
$284.97M |
| CONSOLIDATED CAPITAL MANAGEMENT, LLC |
Burbank, CA |
Q3 2025 |
53 |
$282.33M |
| Chaney Capital Management, Inc. |
Lynnwood, WA |
Q3 2025 |
38 |
$281.97M |
| Clarity Capital Partners LLC |
Newport Beach, CA |
Q2 2025 |
108 |
$279.42M |
| CLINTON GROUP INC |
New York, NY |
Q3 2018 |
180 |
$279.29M |
| Clarus Group, Inc. |
Houston, TX |
Q4 2025 |
103 |
$277.61M |
| Centerline Wealth Advisors, LLC |
Louisville, KY |
Q4 2025 |
60 |
$276.2M |
| Cowen Prime Services LLC |
New York, NY |
Q2 2021 |
167 |
$275.68M |
| CALIFORNIA FIRST LEASING CORP |
Newport Beach, CA |
Q3 2025 |
44 |
$273.11M |
| Cassady Schiller Wealth Management, LLC |
Cincinnati, OH |
Q4 2024 |
1,142 |
$272.6M |
| Camarda Financial Advisors, LLC |
Fleming Island, FL |
Q3 2025 |
111 |
$271.26M |
| Colonial River Investments, LLC |
Midlothian, VA |
Q3 2025 |
236 |
$271.12M |
| Carmichael Hill & Associates, Inc. |
Gaithersburg, MD |
Q3 2024 |
663 |
$270.57M |
| CEDRUS LLC |
Littleton, CO |
Q3 2024 |
182 |
$269.87M |
| Christopher J. Hasenberg, Inc |
Eau Claire, WI |
Q2 2025 |
228 |
$269.05M |
| CRUX WEALTH ADVISORS |
Long Beach, CA |
Q4 2025 |
176 |
$268.76M |
| CG Asset Management LLC |
New York, NY |
Q4 2016 |
138 |
$268.06M |
| Capital Directions Investment Advisors, LLC |
Atlanta, GA |
Q4 2022 |
237 |
$267.96M |
| Codex Capital Asset Management L.L.C. |
Dallas, TX |
Q3 2025 |
30 |
$265.6M |
| Cornerstone Planning, LLC |
Charlotte, NC |
Q4 2024 |
112 |
$261.76M |
| Compass Rose Asset Management, LP |
New York, NY |
Q3 2025 |
14 |
$261.34M |
| CEDAR HILL ASSOCIATES, LLC |
Chicago, IL |
Q4 2018 |
108 |
$261.02M |
| CUMBERLAND ADVISORS INC |
Sarasota, FL |
Q3 2025 |
48 |
$260.52M |
| Carnegie Lake Advisors LLC |
Princeton, NJ |
Q3 2025 |
166 |
$259.86M |
| CURA WEALTH ADVISORS, LLC |
Chicago, IL |
Q3 2025 |
126 |
$259.8M |
| CAMPBELL CAPITAL MANAGEMENT INC |
Miami, FL |
Q3 2025 |
45 |
$259.69M |
| Consilium Wealth Advisory, LLC |
Frisco, TX |
Q3 2025 |
95 |
$259.22M |
| Concentrum Wealth Management |
San Jose, CA |
Q3 2025 |
79 |
$258.9M |
| Colorado Capital Management, Inc. |
Boulder, CO |
Q3 2025 |
104 |
$258.57M |
| Cambridge Financial Group, Inc. |
Columbus, OH |
Q3 2025 |
33 |
$257.92M |
| Crescent Park Management, L.P. |
East Palo Alto, CA |
Q3 2025 |
24 |
$257.63M |
| COLUMBIA PARTNERS L.L.C. INVESTMENT MANAGEMENT |
Alexandria, VA |
Q4 2018 |
114 |
$257.03M |
| Centennial Bank/AR/ |
Conway, AR |
Q3 2025 |
338 |
$254.36M |
| Crossvault Capital Management LLC |
San Antonio, TX |
Q2 2022 |
74 |
$254.16M |
| Choice Wealth Advisors, LLC |
Waterville, ME |
Q4 2025 |
33 |
$252.94M |
| CLEARARC CAPITAL INC |
Cincinnati, OH |
Q4 2019 |
301 |
$252.82M |
| Claraphi Advisory Network, LLC |
Aliso Viejo, United States |
Q4 2022 |
157 |
$251.11M |
| Collaborative Wealth Managment Inc. |
Lake Mary, FL |
Q3 2025 |
196 |
$247.22M |
| CADEN CAPITAL PARTNERS, LP |
Santa Monica, CA |
Q3 2025 |
11 |
$246.75M |
| Cavalier Investments, LLC |
Alpharetta, GA |
Q3 2025 |
65 |
$244.96M |
| Caerus Investment Advisors, LLC |
West Lake Hills, TX |
Q3 2025 |
269 |
$244.29M |
| CURIO WEALTH, LLC |
Annapolis, MD |
Q3 2025 |
275 |
$243.74M |
| Condorcet Global Opportunity Fund, LLC |
New York, NY |
Q4 2014 |
32 |
$241.94M |
| Clarus Wealth Advisors |
Peoria, AZ |
Q4 2025 |
86 |
$241.26M |
| CMT Capital Markets Trading GmbH |
Frankfurt, Germany |
Q3 2025 |
83 |
$240.67M |
| CNB Bank |
Clearfield, PA |
Q3 2025 |
504 |
$240.03M |
| CARY STREET PARTNERS INVESTMENT ADVISORY LLC |
Richmond, VA |
Q3 2025 |
609 |
$239.25M |
| Concorde Asset Management, LLC |
Ann Arbor, MI |
Q3 2025 |
223 |
$239.11M |
| Cordant, Inc. |
Portland, OR |
Q4 2025 |
68 |
$238.5M |
| CYNOSURE ADVISORS, LLC |
Salt Lake City, UT |
Q3 2018 |
13 |
$238.42M |
| CONWAY CAPITAL MANAGEMENT, INC. |
Burbank, CA |
Q3 2025 |
50 |
$238.32M |
| Cane Capital Partners, LLC |
Saint Francisville, LA |
Q4 2025 |
120 |
$238.28M |
| CHI Advisors LLC |
New York, NY |
Q3 2023 |
26 |
$238.06M |
| CWH Capital Management, Inc. |
Spokane, WA |
Q4 2020 |
92 |
$237.99M |
| Carmel Capital Partners, LLC |
San Diego, CA |
Q3 2025 |
104 |
$237.2M |
| CAPSTONE WEALTH MANAGEMENT GROUP, LLC |
Dunmore, PA |
Q3 2025 |
76 |
$236.13M |
| Cottage Street Advisors LLC |
Marion, MA |
Q3 2025 |
143 |
$235.46M |
| CORA CAPITAL ADVISORS LLC |
Marlton, NJ |
Q3 2025 |
116 |
$235.13M |
| CONTINUUM WEALTH ADVISORS, LLC |
Saratoga Springs, NY |
Q3 2025 |
69 |
$234.55M |
| Christensen, King & Associates Investment Services, Inc. |
Richland, WA |
Q4 2025 |
106 |
$234.34M |
| CALDWELL SUTTER CAPITAL, INC. |
Sausalito, CA |
Q3 2025 |
869 |
$234.13M |
| Clear Rock Advisors, LLC |
Kerrville, TX |
Q2 2024 |
70 |
$234.04M |
| Cherry Creek Investment Advisors, Inc. |
Englewood, CO |
Q4 2025 |
117 |
$233.84M |
| Cherokee Insurance Co |
Sterling Heights, MI |
Q3 2025 |
118 |
$233.44M |
| CCG WEALTH MANAGEMENT, LLC |
San Diego, CA |
Q4 2025 |
99 |
$233.36M |
| Cable Car Capital, LP |
San Francisco, CA |
Q3 2025 |
77 |
$231.59M |
| CPV Partners, LLC |
Stamford, CT |
Q3 2025 |
4 |
$231.49M |
| Citadel Investment Advisory, Inc. |
Chesterland, OH |
Q4 2025 |
79 |
$231.45M |
| Cupps Capital Management, LLC |
Chicago, IL |
Q3 2016 |
177 |
$231M |
| Bihua Chen |
Boston, MA |
Q3 2025 |
0 |
$230M |
| Chicago Wealth Management, Inc. |
Chicago, IL |
Q3 2025 |
50 |
$229.45M |
| CATALYST PRIVATE WEALTH, LLC |
San Mateo, CA |
Q4 2025 |
77 |
$228.96M |
| COMPASS CAPITAL CORP /MA/ /ADV |
Braintree, MA |
Q3 2025 |
155 |
$228.84M |
| Cascades Capital Asset Management, LLC |
Greensboro, NC |
Q3 2025 |
154 |
$227.23M |
| Creekside Partners |
Petaluma, CA |
Q3 2025 |
172 |
$226.99M |
| Chris Bulman Inc |
Roseville, CA |
Q4 2025 |
149 |
$226.11M |
| Compass Financial Services Inc |
West Des Moines, IA |
Q3 2025 |
323 |
$226.04M |
| Compass Wealth Management, LLC/GA |
Atlanta, GA |
Q3 2025 |
62 |
$225.79M |
| CHELSEA COUNSEL CO |
Woodland Hills, CA |
Q3 2025 |
242 |
$225.2M |
| Client First Capital LLC |
San Diego, CA |
Q3 2025 |
22 |
$224.47M |
| Carolina Wealth Advisors, LLC |
Myrtle Beach, SC |
Q4 2025 |
272 |
$224.34M |
| Cresta Advisors, Ltd. |
Laredo, TX |
Q3 2025 |
48 |
$224.07M |
| Compass Financial Group, Inc. |
Deerfield Beach, FL |
Q3 2025 |
46 |
$222.86M |
| Cobblestone Asset Management LLC |
Richmond, VA |
Q4 2025 |
70 |
$222.78M |
| Columbia Trust Co 01012016 |
Portland, OR |
Q4 2023 |
145 |
$221.39M |
| Catawba River Capital |
Lake Wylie, SC |
Q3 2025 |
20 |
$220.48M |
| Core Wealth Partners LLC |
Santa Rosa, CA |
Q3 2025 |
178 |
$217.71M |
| COBALT CAPITAL MANAGEMENT, INC. |
Short Hills, NJ |
Q3 2025 |
22 |
$217.58M |
| Cohen Investment Advisors LLC |
Bedford, NH |
Q4 2025 |
78 |
$217.48M |
| C V STARR & CO INC |
New York, NY |
Q3 2025 |
5 |
$216.56M |
| Cipher Capital LP |
New York, NY |
Q1 2024 |
411 |
$216.09M |
| Cunning Capital Partners, LP |
Morrisville, NC |
Q3 2025 |
55 |
$215.83M |
| Citrine Capital LLC |
San Francisco, CA |
Q4 2025 |
46 |
$215.41M |
| COOPER/HAIMS ADVISORS, LLC |
Victor, NY |
Q3 2025 |
88 |
$214.04M |
| CASTLEKEEP INVESTMENT ADVISORS LLC |
Westport, CT |
Q3 2025 |
87 |
$213.78M |
| Cardinal Point Wealth Management LLC |
Irvine, CA |
Q3 2021 |
42 |
$212.73M |
| Constitution Capital LLC |
Shelton, CT |
Q4 2025 |
64 |
$211.46M |
| Carl P. Sherr & Co., LLC |
Worcester, MA |
Q3 2025 |
118 |
$211.11M |
| Crown Oak Advisors, LLC |
Piedmont, CA |
Q4 2025 |
23 |
$210.82M |
| CAAS CAPITAL MANAGEMENT LP |
New York, NY |
Q1 2025 |
173 |
$210.66M |
| Coann Capital LLC |
Westport, CT |
Q4 2022 |
19 |
$210.04M |
| COLUMBUS POINT LLP |
London, United Kingdom |
Q3 2021 |
18 |
$210M |
| Copperleaf Capital, LLC |
Concord, NC |
Q3 2025 |
114 |
$208.6M |
| CAMBRIDGE CAPITAL MANAGEMENT, LLC |
O'fallon, IL |
Q3 2025 |
43 |
$208.58M |
| C M BIDWELL & ASSOCIATES LTD |
Honolulu, HI |
Q3 2025 |
487 |
$207.92M |
| Cairn Investment Group, Inc. |
Vancouver, WA |
Q3 2025 |
70 |
$207.78M |
| Chou Associates Management Inc. |
Toronto, Ontario, Canada |
Q3 2025 |
31 |
$207.74M |
| Carroll Investors, Inc |
Mt Pleasant, SC |
Q3 2025 |
30 |
$206.46M |
| CMG Global Holdings, LLC |
Plano, TX |
Q3 2025 |
94 |
$204.48M |
| CWC Advisors, LLC. |
Lake Oswego, OR |
Q3 2025 |
146 |
$204.23M |
| Chronos Wealth Management, LLC |
Clearwater, FL |
Q3 2025 |
40 |
$203.98M |
| CORNERSTONE ENTERPRISES, LLC |
Appleton, WI |
Q3 2025 |
32 |
$203.35M |
| Cascade Wealth Advisors, Inc |
Wenatchee, WA |
Q3 2025 |
60 |
$203.07M |
| Castleview Partners, LLC |
Dallas, TX |
Q4 2025 |
197 |
$201.81M |
| CarsonAllaria Wealth Management, Ltd. |
Glen Carbon, IL |
Q4 2025 |
67 |
$201.53M |
| Capital Wealth Alliance, LLC |
Scottsdale, AZ |
Q3 2025 |
76 |
$201.2M |
| CORNERCAP INVESTMENT COUNSEL INC |
Atlanta, GA |
Q3 2025 |
149 |
$200.86M |
| Carlson Capital, L.P. |
Dallas, TX |
Q3 2025 |
55 |
$199.71M |
| Ciovacco Capital Management LLC |
Atlanta, GA |
Q3 2025 |
30 |
$198.67M |
| Cutler Group LLC / CA |
San Francisco, CA |
Q1 2024 |
842 |
$198.1M |
| Codex Capital, L.L.C. |
New York, NY |
Q1 2024 |
37 |
$197.56M |
| Chimera Capital Management LLC |
New York, NY |
Q1 2023 |
63 |
$196.83M |
| CINCINNATI CASUALTY CO |
Fairfield, OH |
Q3 2025 |
24 |
$196.67M |
| Cahill Wealth Management, LLC |
Portage, MI |
Q1 2025 |
49 |
$196.47M |
| Capital Square, LLC |
Athens, TN |
Q3 2025 |
209 |
$196.15M |
| Clayton Financial Group LLC |
St. Louis, MO |
Q4 2025 |
600 |
$196.12M |
| CHB Investment Group, LLC |
New Hope, PA |
Q2 2025 |
69 |
$196.1M |
| Client First Investment Management LLC |
West Bend, WI |
Q3 2025 |
39 |
$196.04M |
| Crossingbridge Advisors, LLC |
Pleasantville, NY |
Q3 2025 |
77 |
$194.48M |
| Charter Capital Management, LLC\DE |
Brookfield, WI |
Q4 2025 |
64 |
$193.66M |
| CATAPULT CAPITAL MANAGEMENT LLC |
New York, NY |
Q3 2015 |
116 |
$193.46M |
| Center For Asset Management LLC |
Palm Beach Gardens, FL |
Q4 2025 |
145 |
$191.24M |
| Coign Capital Advisors LLC |
Draper, UT |
Q4 2025 |
81 |
$191.01M |
| Cadence Wealth Management LLC |
Westborough, MA |
Q3 2025 |
58 |
$190.93M |
| Cloud Capital Management, LLC |
Seattle, WA |
Q3 2025 |
977 |
$189.7M |
| Chokshi & Queen Wealth Advisors, Inc |
San Diego, CA |
Q3 2025 |
61 |
$188.9M |
| C-J Advisory, Inc. |
San Jose, CA |
Q3 2021 |
34 |
$188.84M |
| CALIBER WEALTH MANAGEMENT, LLC |
Orem, UT |
Q1 2024 |
58 |
$188.03M |
| CLARK FINANCIAL SERVICES GROUP INC /BD |
Chesterfield, MO |
Q4 2025 |
102 |
$188.01M |
| CAPE ANN SAVINGS BANK |
Glocuster, MA |
Q3 2025 |
108 |
$187.31M |
| CORRADO ADVISORS, LLC |
Ramsey, NJ |
Q3 2025 |
118 |
$186.07M |
| Carson Advisory Inc. |
Athens, GA |
Q3 2025 |
173 |
$185.39M |
| Crawford Fund Management, LLC |
Boston, MA |
Q3 2025 |
26 |
$184.99M |
| CoreFirst Bank & Trust |
Topeka, KS |
Q3 2025 |
331 |
$184.91M |
| Cassia Capital Partners, LLC |
Winston Salem, NC |
Q4 2025 |
63 |
$184.78M |
| Clarity Capital Advisors, LLC |
Lakewood Ranch, FL |
Q3 2025 |
87 |
$183.65M |
| Cromwell Holdings LLC |
Jackson, WY |
Q4 2025 |
1,008 |
$183.24M |
| Crystal Rock Capital Management |
Bannockburn, IL |
Q3 2025 |
31 |
$183.18M |
| Covestor Ltd |
London |
Q3 2025 |
2,219 |
$181.43M |
| Concorde Financial Corp |
Dallas, TX |
Q3 2025 |
36 |
$180.42M |
| CrestPoint Capital Management, LLC |
Four Seasons, MO |
Q4 2017 |
184 |
$180.17M |
| Charter Oak Advisors LP |
New York City, NY |
Q3 2025 |
12 |
$178.8M |
| Cetera Trust Company, N.A |
St. Paul, MN |
Q3 2025 |
353 |
$178.59M |
| Clear Perspectives Financial Planning, LLC |
Cincinnati, OH |
Q1 2023 |
196 |
$178.37M |
| Counterweight Ventures, LLC |
Wilmington, NC |
Q4 2025 |
80 |
$178.27M |
| Clarity Asset Management, Inc. |
Ames, IA |
Q3 2025 |
249 |
$178.26M |
| Corsicana & Co. |
Corsicana, TX |
Q4 2025 |
259 |
$178.15M |
| Custos Family Office, LLC |
Austin, TX |
Q3 2025 |
65 |
$176.93M |
| CAP Partners, LLC |
Franklin, TN |
Q3 2025 |
146 |
$176.21M |
| Catamount Wealth Management |
Westport, CT |
Q1 2019 |
187 |
$175.69M |
| COLRAIN CAPITAL LLC |
Boston, MA |
Q3 2025 |
22 |
$175.57M |
| Clay Northam Wealth Management, LLC |
Huntington Beach, CA |
Q3 2025 |
99 |
$175.07M |
| Claybrook Capital, LLC |
Wellesley, MA |
Q3 2023 |
138 |
$174.75M |
| Cladis Investment Advisory, LLC |
Billings, MT |
Q3 2025 |
145 |
$174.74M |
| Councilmark Asset Management, LLC |
Knoxville, TN |
Q3 2025 |
86 |
$174.43M |
| Cribstone Capital Management, LLC |
Augusta, ME |
Q4 2022 |
413 |
$171.66M |
| Cascade Investment Advisors, Inc. |
Oregon City, OR |
Q4 2025 |
113 |
$170.04M |
| Coombe, Bender & Co LLC |
Ellenville, NY |
Q2 2024 |
75 |
$169.81M |
| CNA FINANCIAL CORP |
Chicago, IL |
Q3 2025 |
12 |
$169.76M |
| CONSCIOUS WEALTH INVESTMENTS, LLC |
Coral Gables, GA |
Q3 2025 |
57 |
$168.64M |
| Camelot Portfolios, LLC |
Maumee, OH |
Q3 2025 |
202 |
$168.58M |
| Crocodile Capital Partners GmbH |
Ursensollen, Germany |
Q4 2025 |
15 |
$167.28M |
| CLEARFIELD CAPITAL MANAGEMENT LP |
New York, NY |
Q3 2025 |
11 |
$167.1M |
| Certus Wealth Management, LLC |
San Carlos, CA |
Q3 2025 |
58 |
$167.09M |
| Cosner Financial Group, LLC |
Windsor, CO |
Q3 2025 |
37 |
$167.01M |
| Catherine Avery Investment Management LLC |
Longboat Key, FL |
Q4 2025 |
158 |
$166.97M |
| Carter Financial Group, INC. |
Barrington, IL |
Q3 2025 |
116 |
$165.55M |
| Capstone Wealth Management Group LLC |
Bend, OR |
Q4 2025 |
129 |
$165.1M |
| Catalina Capital Group, LLC |
Torrance, CA |
Q4 2025 |
161 |
$163.05M |
| Confluence Wealth Management LLC |
Portland, OR |
Q3 2020 |
114 |
$162.41M |
| CT Financial Advisors LLC |
Chadds Ford, PA |
Q1 2017 |
650 |
$162.16M |
| Columbia River Financial Group, LLC |
Vancouver, WA |
Q3 2025 |
53 |
$162.16M |
| CAPITAL & PLANNING, LLC |
Jonesboro, GA |
Q3 2025 |
39 |
$161.92M |
| Cox Capital Mgt LLC |
Andover, MA |
Q4 2025 |
62 |
$160.82M |
| Capasso Planning Partners LLC |
Charleston, SC |
Q3 2025 |
69 |
$160.47M |
| Cyr Financial Inc. |
Hennepin, IL |
Q4 2025 |
58 |
$160.36M |
| Crew Capital Management, Ltd |
Cincinnati, OH |
Q4 2025 |
111 |
$158.86M |
| Clearview Wealth Advisors LLC |
Salem, OR |
Q3 2025 |
102 |
$156.21M |
| CULTIVAR CAPITAL, INC. |
Denton, TX |
Q4 2025 |
43 |
$156.2M |
| Coordinated Financial Services, Inc. |
Denver, CO |
Q3 2025 |
159 |
$155.95M |
| Climber Capital SA |
Nyon, Switzerland |
Q2 2025 |
66 |
$155.91M |
| CYBER HORNET ETFs LLC |
Saint Petersburg, FL |
Q3 2025 |
508 |
$155.44M |
| Carlsbad Wealth Advisory Group, Inc. |
Carlsbad, CA |
Q2 2023 |
45 |
$155.1M |
| Creegan & Nassoura Financial Group, LLC |
Portsmouth, NH |
Q3 2025 |
76 |
$154.85M |
| Cooper Capital Advisors LLC |
Encinitas, CA |
Q3 2025 |
43 |
$154.8M |
| CAPSTONE CAPITAL LLC |
Henderson, NV |
Q4 2025 |
20 |
$153.91M |
| Code Waechter LLC |
Tampa, FL |
Q3 2025 |
112 |
$153.22M |
| CRITERION CAPITAL ADVISORS, LLC |
Nashville, TN |
Q4 2024 |
348 |
$153.18M |
| Cedar Point Capital Partners, LLC |
Cedar Rapids, IA |
Q3 2025 |
66 |
$152.52M |
| Caldwell Investment Management Ltd. |
Toronto, Ontario, Canada |
Q3 2025 |
26 |
$152.36M |
| CITY NATIONAL BANK OF FLORIDA /MSD |
Miami, FL |
Q3 2025 |
129 |
$151.5M |
| CNO Financial Group, Inc. |
Carmel, IN |
Q3 2025 |
8 |
$150.57M |
| CROBAN |
Fremont, OH |
Q3 2025 |
79 |
$150.06M |
| CAPITAL RESEARCH & MANAGEMENT CO |
Los Angeles, CA |
Q3 2025 |
0 |
$150.02M |
| CASCADE INVESTMENT GROUP, INC. |
Colorado Springs, CO |
Q4 2025 |
143 |
$149.83M |
| CROWN ADVISORS MANAGEMENT, INC. |
Larkspur, CA |
Q3 2025 |
38 |
$149.46M |
| COREPATH WEALTH PARTNERS LLC |
Scottsdale, AZ |
Q4 2025 |
42 |
$149.14M |
| CPR Investments Inc. |
Rochester, MI |
Q4 2025 |
47 |
$148.89M |
| CARBONADO CAPITAL |
New York, NY |
Q4 2018 |
10 |
$148.75M |
| CONTINENTAL ADVISORS LLC |
Park City, UT |
Q3 2025 |
35 |
$147.99M |
| Cleary Gull Holdings Inc. |
Milwaukee, WI |
Q1 2016 |
90 |
$147.62M |
| CERTIOR FINANCIAL GROUP, LLC |
King Of Prussia, PA |
Q3 2025 |
135 |
$147.33M |
| Chico Wealth RIA |
Chico, CA |
Q3 2025 |
33 |
$147.13M |
| COLUMBIA ADVISORY PARTNERS LLC |
Spokane, WA |
Q4 2025 |
90 |
$146.77M |
| CogentBlue Wealth Advisors, LLC |
Knoxville, TN |
Q4 2025 |
75 |
$146.75M |
| Cravens & Co Advisors, LLC |
Cookeville, TN |
Q3 2025 |
58 |
$146.47M |
| Copley Financial Group, Inc. |
San Diego, CA |
Q3 2025 |
105 |
$146.17M |
| Comprehensive Financial Planning, Inc./PA |
East Petersburg, PA |
Q3 2025 |
347 |
$145.93M |
| Central Asset Investments & Management Holdings (HK) Ltd |
Hong Kong, Hong Kong |
Q3 2025 |
59 |
$145.28M |
| Clark & Stuart, Inc |
Portland, ME |
Q4 2025 |
51 |
$145.11M |
| Comprehensive Money Management Services LLC |
Coral Gables, FL |
Q4 2025 |
190 |
$145.03M |
| CHAPMAN FINANCIAL GROUP, LLC |
Kailua, HI |
Q3 2025 |
269 |
$144.68M |
| Community Bank of Raymore |
Raymore, MO |
Q3 2025 |
75 |
$144.5M |
| CHANNING GLOBAL ADVISORS, LLC |
Miami, FL |
Q3 2025 |
41 |
$144.47M |
| Caitong International Asset Management Co., Ltd |
Hong Kong, Hong Kong |
Q3 2025 |
1,872 |
$144.39M |
| Compass Planning Associates Inc |
Greenfield, MA |
Q4 2025 |
30 |
$144.38M |
| CHARTER RESEARCH & INVESTMENT GROUP, INC. |
Southport, CT |
Q3 2025 |
83 |
$144.36M |
| Capital Market Strategies LLC |
Palm Beach Gardens, FL |
Q2 2025 |
139 |
$143.8M |
| Caitlin John, LLC |
Brighton, MI |
Q3 2025 |
881 |
$143.72M |
| Crestwood Capital Management, L.P. |
New York, NY |
Q3 2025 |
13 |
$143.6M |
| Cross Staff Investments Inc |
Pittsford, NY |
Q3 2025 |
126 |
$143.23M |
| COMMONS CAPITAL, LLC |
Needham, MA |
Q4 2025 |
110 |
$142.32M |
| Coastwise Capital Group, LLC |
La Jolla, CA |
Q3 2025 |
131 |
$142.14M |
| Collar Capital Management, LLC |
Appleton, WI |
Q3 2025 |
71 |
$142.14M |
| Cannon Advisors, Inc. |
Charlotte, NC |
Q4 2025 |
83 |
$141.77M |
| CAPITAL ONE FINANCIAL CORP |
Mclean, VA |
Q1 2022 |
91 |
$141.39M |
| Comprehensive Wealth Management, LLC |
Lynnwood, WA |
Q3 2025 |
39 |
$141.05M |
| Campion Asset Management |
Falls Church, VA |
Q3 2025 |
83 |
$140.86M |
| Chapman Investment Management, LLC |
San Anselmo, CA |
Q3 2025 |
29 |
$140.57M |
| Chancellor Financial Group WB LP |
Wilkes Barre, PA |
Q3 2025 |
131 |
$140.56M |
| COTTONWOOD CAPITAL ADVISORS, LLC |
Salt Lake City, UT |
Q4 2025 |
89 |
$140.28M |
| Coordinating Investment Fiduciary of Raytheon Master Pension Trust |
Waltham, MA |
Q1 2019 |
4 |
$139.64M |
| Chatham Asset Management, LLC |
Chatham, NJ |
Q3 2023 |
0 |
$138.58M |
| CVFG LLC |
Shelbyville, IN |
Q3 2025 |
99 |
$138.45M |
| Cordasco Financial Network |
Naples, FL |
Q2 2022 |
581 |
$138.02M |
| Capstone Wealth Management, LLC |
Tuscaloosa, AL |
Q4 2025 |
48 |
$137.04M |
| Cooksen Wealth, LLC |
The Woodlands, TX |
Q4 2025 |
45 |
$136.71M |
| Cornerstone Select Advisors, LLC |
St. Louis, MO |
Q3 2025 |
110 |
$136M |
| Corus Family Wealth Advisors |
Mckinney, TX |
Q3 2025 |
66 |
$135.97M |
| CornerStone Partners LLC |
Charlottesville, VA |
Q3 2020 |
9 |
$135.2M |
| Cushing Capital Partners, LLC |
Delafield, WI |
Q4 2025 |
88 |
$135M |
| Copia Wealth Management |
Bend, OR |
Q3 2025 |
473 |
$134.55M |
| Corient IA LLC |
Miami, FL |
Q3 2025 |
237 |
$133.87M |
| Clearshares LLC |
New York, NY |
Q4 2021 |
38 |
$133.14M |
| Collier Financial |
Denver, CO |
Q3 2025 |
131 |
$132.96M |
| CAMELOT TECHNOLOGY ADVISORS, INC. |
San Francisco, CA |
Q4 2025 |
54 |
$132.92M |
| Charter Oak Partners Management, L.P. |
Westport, CT |
Q3 2014 |
30 |
$132.71M |
| Claris Financial LLC |
Glen Allen, VA |
Q2 2025 |
134 |
$132.71M |
| CATHY PARETO & ASSOCIATES, INC |
Coral Gables, FL |
Q3 2025 |
90 |
$132.56M |
| Cannon Wealth Management Services, LLC |
Winston Salem, NC |
Q3 2025 |
82 |
$132.1M |
| Clayton Partners LLC |
Berkeley, CA |
Q3 2025 |
36 |
$131.86M |
| CARNEGIE MELLON UNIVERSITY |
Pittsburgh, PA |
Q3 2025 |
5 |
$131.56M |
| Coordinated Financial Services, Inc./CO |
Denver, CO |
Q1 2025 |
137 |
$130.51M |
| Capstone Financial Group, Inc. |
Oklahoma City, OK |
Q3 2020 |
156 |
$129.39M |
| Cornerstone Financial Group, LLC /NE/ |
Omaha, NE |
Q3 2025 |
69 |
$129.16M |
| Clio Asset Management LLC |
Charlottesville, VA |
Q4 2025 |
14 |
$128.77M |
| Clear Point Advisors Inc. |
Melville, NY |
Q3 2025 |
114 |
$128.69M |
| Centerpoint Advisory Group |
Overland Park, KS |
Q3 2025 |
108 |
$128.47M |
| Clifford Group, LLC |
Wayland, MA |
Q3 2025 |
81 |
$128.39M |
| Challenger Wealth Management |
Aliso Viejo, CA |
Q3 2025 |
64 |
$127.9M |
| Canandaigua National Trust Co of Florida |
Canandaigua, NY |
Q3 2025 |
106 |
$126.23M |
| Custom Portfolio Group LLC |
Englewood, CO |
Q2 2024 |
236 |
$125.42M |
| Cook & Bynum Capital Management, LLC |
Birmingham, AL |
Q3 2025 |
6 |
$125.18M |
| Centricity Wealth Management, LLC |
Westerville, OH |
Q2 2025 |
429 |
$125.13M |
| Clientfirst Wealth Management, LLC |
Little Rock, AR |
Q3 2025 |
48 |
$124.95M |
| Carbahal Olsen Financial Services Group, LLC |
Davis, CA |
Q3 2025 |
37 |
$124.62M |
| Constant Guidance Financial LLC |
Attleboro Falls, MA |
Q3 2025 |
36 |
$124.52M |
| Campbell Deegan Wealth Management, LLC |
Richmond, VA |
Q4 2025 |
46 |
$123.88M |
| Christian Investment Advisors, Inc. |
New Braunfels, TX |
Q4 2025 |
10 |
$123.39M |
| CenterStar Fund, LLC |
Chicago, IL |
Q4 2016 |
541 |
$123.09M |
| CBM Financial, LLC |
Austin, TX |
Q1 2025 |
13 |
$122.99M |
| CAMG Solamere Management, LLC |
Charlotte, NC |
Q3 2021 |
83 |
$121.8M |
| CHESAPEAKE ASSET MANAGEMENT LLC |
New York, NY |
Q4 2025 |
336 |
$120.65M |
| Chung Wu Investment Group, LLC |
Sugar Land, TX |
Q3 2025 |
255 |
$120.07M |
| CM Management, LLC |
Gulf Breeze, FL |
Q3 2025 |
66 |
$119.94M |
| CSat Investment Advisory, L.P. |
Detroit, MI |
Q1 2021 |
520 |
$119.08M |
| CYPRESS GROWTH FUND III LP |
Menlo Park, CA |
Q3 2021 |
32 |
$119.04M |
| CFC Planning Co LLC |
Cicero, IN |
Q3 2025 |
86 |
$118.98M |
| C2C Wealth Management, LLC |
Scottsdale, AZ |
Q4 2025 |
87 |
$118.62M |
| Chatterton & Associates Inc. |
Anaheim, CA |
Q4 2025 |
84 |
$116.78M |
| CHIRON CAPITAL MANAGEMENT, LLC |
Tallahassee, FL |
Q3 2025 |
122 |
$116.77M |
| CVI Holdings, LLC |
Wilmington, DE |
Q2 2024 |
144 |
$115.96M |
| Charles River XIII GP, LLC |
Cambridge, MA |
Q2 2015 |
1 |
$114.8M |
| Cooke Wealth Management, LLC |
Irvine, CA |
Q4 2025 |
37 |
$114.56M |
| Cassilly Financial Group LLC |
Severna Park, MD |
Q4 2025 |
62 |
$113.13M |
| Candelo Capital Management LP |
New York, NY |
Q3 2025 |
26 |
$111.79M |
| Crabel Capital Management, LLC |
Los Angeles, CA |
Q3 2025 |
53 |
$111.7M |
| CHESAPEAKE CAPITAL CORP /IL/ |
Tampa, FL |
Q3 2025 |
150 |
$111.43M |
| Cougar Global Investments Ltd |
Toronto, Ontario, Canada |
Q3 2020 |
18 |
$110.94M |
| Clarity Wealth Development LLC |
Corvallis, OR |
Q3 2025 |
45 |
$110.78M |
| Courant Investment Management LLC |
Franklin, TN |
Q4 2025 |
6 |
$110.6M |
| Clarendon Private LLC |
Boston, MA |
Q3 2025 |
101 |
$110.24M |
| Connective Capital Management, LLC |
Palo Alto, CA |
Q3 2025 |
73 |
$108.93M |
| City Center Advisors, LLC |
Troy, MI |
Q4 2025 |
157 |
$108.67M |
| Cypress Capital Management LLC (WY) |
Sheridan, WY |
Q3 2025 |
179 |
$108.4M |
| Centerline Investment Partners, LP |
New York, NY |
Q3 2014 |
31 |
$107.61M |
| CROFT-LEOMINSTER INC |
Baltimore, MD |
Q4 2017 |
66 |
$106.87M |
| Catalyst Wealth Management, LLC |
Atlanta, GA |
Q1 2023 |
120 |
$106.72M |
| Curat Global, LLC |
Springfield, NH |
Q3 2025 |
295 |
$106.57M |
| CARL STUART INVESTMENT ADVISOR, INC |
Austin, TX |
Q3 2025 |
17 |
$106.44M |
| Coe Capital Management, LLC |
Highland Park, IL |
Q2 2021 |
109 |
$106.11M |
| CONQUIS FINANCIAL LLC |
Milbrae, CA |
Q3 2025 |
56 |
$105.62M |
| CVS HEALTH Corp |
Woonsocket, RI |
Q3 2025 |
3 |
$102.89M |
| Canaan Partners XI LLC |
Menlo Park, CA |
Q3 2025 |
3 |
$102.86M |
| Cape Investment Advisory, Inc. |
Mcdonough, GA |
Q3 2025 |
846 |
$101.66M |
| Clarion Wealth Managment Partners, LLC |
Fairfax, VA |
Q3 2025 |
82 |
$101.33M |
| Centerbridge Partners, L.P. |
New York, NY |
Q3 2025 |
4 |
$101.22M |
| Cruiser Capital Advisors, LLC |
Stamford, CT |
Q3 2025 |
57 |
$99.64M |
| Chapwood Capital Investment Management, LLC |
Plano, TX |
Q4 2019 |
70 |
$99.44M |
| Castle Ridge Investment Management LP |
Greenwich, CT |
Q3 2017 |
18 |
$98.41M |
| Capital Markets Trading UK LLP |
London, United Kingdom |
Q3 2025 |
78 |
$97.89M |
| Crescent Sterling, Ltd. |
Metairie, LA |
Q4 2025 |
78 |
$97.55M |
| Crystalline Management Inc. |
Montreal, Quebec, Canada (Federal Level) |
Q3 2024 |
72 |
$97.08M |
| CenturyLink Investment Management Co |
Denver, CO |
Q4 2025 |
1 |
$96.85M |
| Chan Zuckerberg Initiative, LLC |
Redwood City, CA |
Q3 2025 |
2 |
$93.65M |
| Charles Carroll Financial Partners, LLC |
Kingston, MA |
Q4 2023 |
38 |
$92.95M |
| Covey Capital Advisors, LLC |
Atlanta, GA |
Q2 2025 |
42 |
$92.91M |
| Conatus Capital Management LP |
Greenwich, CT |
Q4 2017 |
23 |
$92.26M |
| COLUMBIA CAPITAL LLC |
Fullerton, CA |
Q4 2014 |
96 |
$91.61M |
| CALDWELL & ORKIN INC |
Norcross, GA |
Q3 2017 |
58 |
$90.17M |
| Credit Capital Investments LLC |
Livingston, NJ |
Q3 2025 |
41 |
$89.51M |
| Chicago Capital Management, LLC |
Chicago, IL |
Q3 2025 |
28 |
$89.35M |
| Cypress Wealth Advisors LLC |
San Francisco, CA |
Q1 2019 |
80 |
$86.89M |
| Cove Street Capital, LLC |
El Segundo, CA |
Q3 2025 |
96 |
$85.92M |
| Concourse Capital Management, LLC |
Atlanta, GA |
Q4 2019 |
21 |
$85.58M |
| Conrad N. Hilton Foundation |
Westlake Village, CA |
Q3 2025 |
2 |
$85.27M |
| CIF Asset Management Ltd |
Hong Kong, Hong Kong |
Q3 2021 |
9 |
$85.25M |
| Circumference Group LLC |
Little Rock, AR |
Q3 2025 |
22 |
$85.16M |
| CHARTIST INC /CA/ |
Seal Beach, CA |
Q3 2025 |
21 |
$84.64M |
| CANTOR FITZGERALD & CO. |
New York, NY |
Q3 2025 |
0 |
$84.02M |
| Cobler Capital Management, LLC |
Silver Lake, KS |
Q2 2025 |
45 |
$83.87M |
| Capitol Family Office, Inc. |
Beaverton, OR |
Q3 2025 |
47 |
$82.44M |
| CARL DOMINO INC |
West Palm Beach, FL |
Q3 2017 |
115 |
$81.96M |
| Column Group LLC |
San Francisco, CA |
Q3 2025 |
5 |
$80.96M |
| Certares Management LLC |
New York, NY |
Q3 2025 |
1 |
$77.26M |
| Centennial Advisors, LLC |
Austin, TX |
Q4 2025 |
80 |
$76.97M |
| COGNIOS BETA NEUTRAL LARGE CAP FUND, LP |
Prairie Village, KS |
Q1 2024 |
99 |
$76.73M |
| COURAGE CAPITAL MANAGEMENT LLC |
Nashville, TN |
Q3 2025 |
14 |
$75.68M |
| Chinook Capital Management |
Lake Oswego, OR |
Q4 2013 |
50 |
$75.55M |
| Canaan Partners X LLC |
Menlo Park, CA |
Q3 2023 |
2 |
$74.73M |
| CLEAR INVESTMENT RESEARCH, LLC |
Alpharetta, GA |
Q3 2025 |
252 |
$74.64M |
| CASPIAN CAPITAL LP |
New York, NY |
Q3 2024 |
5 |
$73.38M |
| Capital Financial Services, LLC |
Clifton Park, NY |
Q4 2022 |
79 |
$72.47M |
| Cider Mill Investments LP |
Greenwich, CT |
Q1 2019 |
24 |
$72.19M |
| COASTAL INVESTMENT MANAGEMENT, L.P. |
Los Angeles, CA |
Q3 2021 |
12 |
$71.8M |
| Charis Legacy Partners, LLC |
Bryan, TX |
Q4 2025 |
26 |
$67.76M |
| CONTINENTAL INVESTORS SERVICES, INC. |
Longview, WA |
Q3 2025 |
72 |
$67.38M |
| CAPITAL MANAGEMENT ASSOCIATES /NY/ |
New York, NY |
Q3 2025 |
42 |
$67.02M |
| Corre Partners Management, LLC |
New York, NY |
Q3 2025 |
2 |
$66.95M |
| Corps Capital Advisors, LLC |
Southlake, TX |
Q3 2025 |
55 |
$65.99M |
| CAPRIN ASSET MANAGEMENT LLC /ADV |
Henrico, VA |
Q4 2022 |
21 |
$64.08M |
| COLUMN GROUP II, LP |
San Francisco, CA |
Q3 2020 |
0 |
$63.54M |
| Capital CS Group, LLC |
Irvine, CA |
Q4 2025 |
57 |
$63.12M |
| Community Capital Management, LLC |
Plantation, FL |
Q3 2023 |
52 |
$62.84M |
| Coury Firm Asset Management LLC |
Pittsburgh, PA |
Q3 2023 |
48 |
$62.58M |
| Corbin Capital Partners, L.P. |
New York, NY |
Q4 2024 |
26 |
$61.33M |
| CTC Alternative Strategies, Ltd. |
Chicago, IL |
Q3 2025 |
75 |
$59.67M |
| CIBRA Capital Ltd |
London |
Q4 2025 |
18 |
$58.24M |
| Crestline Management, LP |
Fort Worth, TX |
Q3 2025 |
3 |
$58.09M |
| Castle Creek Capital Partners VI, LP |
San Diego, CA |
Q3 2025 |
2 |
$55.86M |
| Connective Portfolio Management, LLC |
New York, NY |
Q4 2025 |
38 |
$55.5M |
| Charles Schwab Trust Bank |
Henderson, NV |
Q3 2025 |
1 |
$55.08M |
| CEDAR CAPITAL, LLC |
Barrington, IL |
Q3 2021 |
54 |
$54.9M |
| CMC Financial Group |
Atlanta, GA |
Q3 2025 |
35 |
$54.01M |
| CAZ INVESTMENTS LP |
Houston, TX |
Q3 2025 |
32 |
$53.75M |
| Convector Capital Management, LP |
New York, NY |
Q3 2016 |
28 |
$52.92M |
| CenterStar Asset Management, LLC |
Chicago, IL |
Q3 2025 |
47 |
$52.61M |
| Cranberry Lake Advisors LLC |
Houston, TX |
Q3 2018 |
8 |
$50.56M |
| Crosspoint Capital Strategies, LLC |
Orinda, CA |
Q4 2022 |
41 |
$50.45M |
| Cambrian Capital Limited Partnership |
San Francisco, CA |
Q4 2019 |
24 |
$49.38M |
| CASTLELAKE L.P. |
Minneapolis, MN |
Q3 2021 |
1 |
$48.53M |
| CTC Capital Management, LLC |
Chicago, IL |
Q1 2023 |
72 |
$47.78M |
| Capital Z Partners Management, LLC |
New York, NY |
Q3 2017 |
1 |
$47.43M |
| Constellation Investimentos e Participacoes Ltda |
Sao Paulo, Brazil |
Q3 2025 |
7 |
$46.7M |
| Consector Capital, LP |
New York, NY |
Q3 2016 |
23 |
$45.94M |
| Center Lake Capital Management, LLC |
West Palm Beach, FL |
Q3 2024 |
8 |
$45.81M |
| Corundum Trust Company, INC |
Sioux Falls, SD |
Q4 2025 |
51 |
$43.93M |
| Centaur Capital Partners, L.P. |
Southlake, TX |
Q3 2018 |
17 |
$43.76M |
| Central Square Management LLC |
Naperville, IL |
Q3 2016 |
16 |
$43.2M |
| Clover Partners, L.P. |
Dallas, TX |
Q3 2019 |
27 |
$43.13M |
| CINCINNATI INDEMNITY CO |
Fairfield, OH |
Q3 2025 |
10 |
$41.29M |
| CROSSPOINT FINANCIAL, LLC |
Tustin, CA |
Q3 2025 |
35 |
$40.7M |
| Corton Capital Inc. |
Carrying Place, Ontario, Canada |
Q3 2025 |
189 |
$40.67M |
| Cannon Global Investment Management, LLC |
Davie, FL |
Q3 2025 |
58 |
$39.6M |
| Capital Returns Management, LLC |
Rye, NY |
Q3 2020 |
12 |
$38.73M |
| Columbia Capital IV, LLC |
Alexandria, VA |
Q3 2025 |
0 |
$38.5M |
| COMPLEX CAPITAL MANAGEMENT, LLC |
Washington, DC |
Q4 2018 |
23 |
$37.14M |
| ClearAlpha Technologies LP |
Greenwich, CT |
Q3 2025 |
67 |
$36.55M |
| CORNERSTONE PARTNERS CAPITAL MANAGEMENT, LLC |
Charlottesville, VA |
Q4 2025 |
7 |
$36.27M |
| CONSULTIVA WEALTH MANAGEMENT, CORP. |
San Juan, PR |
Q3 2025 |
257 |
$35.65M |
| Compass Investment Advisers LLC |
Portland, OR |
Q4 2024 |
29 |
$34.44M |
| Curative Ventures V LLC |
Dallas, TX |
Q3 2025 |
1 |
$33.92M |
| CSU Producer Resources, Inc. |
Fairfield, OH |
Q3 2025 |
22 |
$33.86M |
| Canaan Partners VII LLC |
Westport, CT |
Q3 2017 |
1 |
$32.31M |
| Canaan Partners VIII LLC |
Westport, CT |
Q4 2019 |
2 |
$30.96M |
| Covalis (Gibraltar) Ltd |
Midtown |
Q3 2025 |
4 |
$30.89M |
| Calixto Global Investors, LP |
Coral Gables, FL |
Q4 2024 |
6 |
$30.68M |
| Columbia Pacific Advisors, LLC |
Seattle, WA |
Q3 2019 |
1 |
$30.6M |
| Chubb Ltd |
Zurich, Switzerland |
Q4 2022 |
3 |
$29.9M |
| Castle Financial & Retirement Planning Associates, Inc. |
Fair Haven, NJ |
Q4 2021 |
205 |
$29.35M |
| Centerstone Investors, LLC |
New York, NY |
Q3 2025 |
21 |
$28.07M |
| Capstone Investment Advisors (Netherlands), B.V. |
New York, NY |
Q2 2017 |
127 |
$28.03M |
| CASTLE CREEK CAPITAL PARTNERS IV, LP |
Rancho Santa Fe, CA |
Q3 2020 |
1 |
$28M |
| Cheyne Capital Management (UK) LLP |
London, United Kingdom |
Q4 2023 |
15 |
$27.85M |
| Cyrus J. Lawrence, LLC |
New York, NY |
Q1 2025 |
42 |
$26.4M |
| Concert Wealth Management Inc. |
San Jose, CA |
Q3 2017 |
25 |
$24.69M |
| Caerus Global Investors LLC |
New York, NY |
Q3 2015 |
24 |
$24.46M |
| Craft Ventures GP II, LLC |
San Francisco, CA |
Q3 2022 |
2 |
$24.07M |
| Claremont Financial Group, Inc. |
Claremont, CA |
Q1 2022 |
34 |
$23.4M |
| Credo Capital Management, LLC |
Baltimore, MD |
Q4 2013 |
166 |
$23.26M |
| CAXTON CORP |
Princeton, NJ |
Q3 2025 |
12 |
$22.86M |