| EACHWIN CAPITAL, LP |
New York, NY |
Q3 2016 |
99 |
$108M |
| EADS & HEALD WEALTH MANAGEMENT |
Atlanta, GA |
Q2 2024 |
144 |
$207M |
| EAGLE ASSET MANAGEMENT INC |
St Petersburg, FL |
Q2 2024 |
557 |
$18.6B |
| Eagle Bay Advisors LLC |
New York, NY |
Q2 2024 |
989 |
$165M |
| Eagle Bluffs Wealth Management LLC |
Columbia, MO |
Q2 2024 |
73 |
$172M |
| EAGLE BOSTON INVESTMENT MANAGEMENT INC |
Boston, MA |
Q2 2019 |
96 |
$87.3M |
| Eagle Capital Management, LLC |
Mandeville, LA |
Q2 2024 |
39 |
$227M |
| EAGLE CAPITAL MANAGEMENT LLC |
New York, NY |
Q2 2024 |
52 |
$27B |
| EagleClaw Capital Managment, LLC |
Boston, MA |
Q2 2024 |
134 |
$556M |
| EAGLE GLOBAL ADVISORS LLC |
Houston, TX |
Q2 2024 |
233 |
$1.89B |
| Eagle Health Investments LP |
Greenwich, CT |
Q2 2024 |
25 |
$560M |
| Eagle Ridge Investment Management |
Stamford, CT |
Q2 2024 |
138 |
$1.08B |
| EAGLE ROCK INVESTMENT COMPANY, LLC |
Atlanta, GA |
Q3 2024 |
155 |
$597M |
| Eagle Strategies LLC |
New York, NY |
Q2 2024 |
208 |
$523M |
| EAGLE WEALTH STRATEGIES LLC |
West Deptford, NJ |
Q3 2024 |
110 |
$137M |
| EAM Global Investors LLC |
Solana Beach, CA |
Q2 2024 |
88 |
$445M |
| EAM Investors, LLC |
Solana Beach, CA |
Q2 2024 |
241 |
$615M |
| EARNEST PARTNERS LLC |
Atlanta, GA |
Q2 2024 |
282 |
$21.4B |
| EA Series Trust |
Havertown, PA |
Q2 2023 |
1118 |
$2.84B |
| EastBay Asset Management, LLC |
New York, NY |
Q4 2019 |
2 |
$11.8M |
| East Coast Asset Management, LLC. |
Essex, MA |
Q2 2024 |
70 |
$275M |
| EASTERLY INVESTMENT PARTNERS LLC |
Beverly, MA |
Q2 2024 |
197 |
$1.14B |
| EASTERN BANK |
Boston, MA |
Q2 2024 |
194 |
$2.48B |
| Eastover Investment Advisors LLC |
Charlotte, NC |
Q3 2024 |
46 |
$214M |
| Eaton-Cambridge Inc. |
Phoenix, AZ |
Q2 2024 |
30 |
$195M |
| Eaton Financial Holdings Company, LLC |
Coral Springs, FL |
Q1 2024 |
60 |
$193M |
| Ebor Charitable Trust |
Jackson, WY |
Q2 2024 |
4 |
$46.7M |
| Echo45 Advisors LLC |
Walnut Creek, CA |
Q2 2024 |
46 |
$142M |
| Echo Wealth Management, LLC |
Plymouth, MN |
Q2 2024 |
45 |
$133M |
| Eclectica Asset Management LLP |
London, United Kingdom |
Q3 2015 |
20 |
$17.2M |
| ECLECTIC ASSOCIATES INC /ADV |
Fullerton, CA |
Q3 2024 |
101 |
$253M |
| ECLIPSE VENTURES, LLC |
Palo Alto, CA |
Q2 2024 |
1 |
$8.38M |
| ECOFI INVESTISSEMENTS SA |
Nanterre, France |
Q2 2024 |
41 |
$180M |
| Econ Financial Services Corp |
Harrisburg, PA |
Q2 2024 |
94 |
$161M |
| EcoR1 Capital, LLC |
San Francisco, CA |
Q2 2024 |
55 |
$3.27B |
| ECP ControlCo, LLC |
Summit, NJ |
Q2 2024 |
7 |
$324M |
| EDBI Pte Ltd |
Singapore, Singapore |
Q2 2024 |
17 |
$88.4M |
| Edenbrook Capital, LLC |
Mt. Kisco, NY |
Q2 2024 |
8 |
$180M |
| EDENTREE ASSET MANAGEMENT Ltd |
London, United Kingdom |
Q2 2024 |
63 |
$316M |
| EDGAR LOMAX CO/VA |
Kingstowne, VA |
Q2 2024 |
65 |
$1.54B |
| Edgbaston Investment Partners LLP |
London, United Kingdom |
Q3 2021 |
2 |
$20.3M |
| Edge Advisors, LLC |
Atlanta, GA |
Q2 2018 |
827 |
$1.12B |
| EDGE ASSET MANAGEMENT, INC |
Seattle, WA |
Q1 2017 |
266 |
$13.2B |
| Edge Capital Group, LLC |
Atlanta, GA |
Q2 2024 |
316 |
$2.07B |
| Edge Financial Advisors LLC |
Wheaton, IL |
Q1 2024 |
127 |
$114M |
| Edgehill Endowment Partners, LLC |
New Haven, CT |
Q2 2024 |
6 |
$659M |
| Edgemoor Investment Advisors, Inc. |
Bethesda, MD |
Q2 2024 |
161 |
$1.07B |
| EdgePoint Investment Group Inc. |
Toronto, Ontario, Canada |
Q2 2024 |
40 |
$11.9B |
| EdgeRock Capital LLC |
Denver, CO |
Q3 2024 |
67 |
$142M |
| Edgestream Partners, L.P. |
Princeton, NJ |
Q2 2024 |
815 |
$2.08B |
| Edge Wealth Management LLC |
New York, NY |
Q3 2024 |
80 |
$498M |
| EDGEWOOD MANAGEMENT LLC |
Greenwich, CT |
Q2 2024 |
80 |
$36.9B |
| EDMOND DE ROTHSCHILD HOLDING S.A. |
Chambesy, Switzerland |
Q2 2024 |
661 |
$5.88B |
| Edmonds Duncan Registered Investment Advisors, LLC |
Lawrence, KS |
Q2 2024 |
130 |
$410M |
| EDMP, INC. |
Lutz, FL |
Q2 2024 |
79 |
$110M |
| EDMUNDS WHITE PARTNERS LLC |
Richmond, VA |
Q3 2014 |
47 |
$69.2M |
| Efficient Advisors, LLC |
Cincinnati, OH |
Q2 2024 |
66 |
$1.54B |
| Efficient Frontier Advisors LLC |
Eastford, CT |
Q3 2024 |
18 |
$155M |
| Efficient Market Advisors, LLC |
San Diego, CA |
Q1 2017 |
49 |
$727M |
| EFG Asset Management (Americas) Corp. |
Miami, FL |
Q2 2024 |
123 |
$510M |
| EFG Asset Management (North America) Corp. |
Portland, OR |
Q2 2024 |
194 |
$577M |
| EFG CAPITAL INTERNATIONAL CORP. |
Miami, FL |
Q2 2023 |
138 |
$432M |
| E Fund Management Co., Ltd. |
Guangzhou, China |
Q2 2024 |
318 |
$1.81B |
| E Fund Management (Hong Kong) Co., Ltd. |
Central, Hong Kong |
Q2 2024 |
95 |
$163M |
| E&G Advisors, LP |
Houston, TX |
Q2 2024 |
207 |
$340M |
| Egerton Capital (UK) LLP |
London, United Kingdom |
Q2 2024 |
26 |
$9.9B |
| EHP Funds Inc. |
Toronto, Canada (Federal Level) |
Q2 2024 |
83 |
$202M |
| EHRLICH FINANCIAL GROUP |
Laguna Niguel, CA |
Q3 2024 |
108 |
$140M |
| Eidelman Virant Capital |
Saint Louis, MO |
Q3 2022 |
177 |
$133M |
| EIGHT 31 FINANCIAL, LLC |
Midland, TX |
Q2 2024 |
74 |
$131M |
| EIG Management Company, LLC |
Washington D.C., DC |
Q3 2018 |
1 |
$15.4M |
| EII CAPITAL MANAGEMENT, INC. |
New York, NY |
Q4 2021 |
16 |
$774K |
| Eisler Capital (UK) Ltd. |
London, United Kingdom |
Q2 2024 |
93 |
$307M |
| Eisler Capital (US) LLC |
New York, NY |
Q2 2024 |
278 |
$528M |
| EisnerAmper Wealth Management Corporate Benefits, LLC |
Iselin, NJ |
Q4 2023 |
67 |
$274M |
| EJF Capital LLC |
Arlington, VA |
Q2 2024 |
99 |
$135M |
| ELberon, LLC |
Austin, TX |
Q3 2016 |
9 |
$56M |
| ELCO Management Co., LLC |
New York, NY |
Q2 2024 |
156 |
$172M |
| Eldred Rock Partners, LLC |
San Antonio, TX |
Q3 2024 |
32 |
$299M |
| Eldridge Investment Advisors, Inc. |
Manchester, NH |
Q2 2024 |
140 |
$397M |
| Electron Capital Partners, LLC |
New York, NY |
Q2 2024 |
47 |
$1.94B |
| Elefante Mark B |
Boston, MA |
Q2 2020 |
45 |
$29.6M |
| ELEFANTE MICHAEL B |
Boston, MA |
Q4 2014 |
110 |
$91.5M |
| Elemental Capital Partners LLC |
San Francisco, CA |
Q3 2022 |
7 |
$67.8M |
| ELEMENT CAPITAL MANAGEMENT LLC |
New York, NY |
Q2 2024 |
64 |
$1.28B |
| ELEMENT POINTE ADVISORS, LLC |
Miami, FL |
Q2 2024 |
75 |
$394M |
| Element Wealth, LLC |
Ridgeland, MS |
Q2 2024 |
289 |
$178M |
| Elephas Investment Management Ltd |
Hong Kong, Hong Kong |
Q2 2021 |
22 |
$367M |
| Elequin Capital, LP |
New York, NY |
Q2 2024 |
192 |
$378M |
| Elevated Capital Advisors, LLC |
Sandy, UT |
Q2 2024 |
226 |
$356M |
| ELEVATE WEALTH ADVISORY, INC |
Athens, GA |
Q2 2024 |
111 |
$123M |
| Elevation Capital Advisory, LLC |
Bend, OR |
Q2 2024 |
40 |
$219M |
| Elevation Management, LLC |
Menlo Park, CA |
Q4 2013 |
2 |
$58.1M |
| ELEVATUS WELATH MANAGEMENT |
Victor, NY |
Q2 2024 |
105 |
$267M |
| Eley Financial Management, Inc |
South Burlington, VT |
Q2 2024 |
68 |
$236M |
| Elgethun Capital Management |
Sioux Falls, SD |
Q2 2024 |
154 |
$397M |
| Eliot Finkel Investment Counsel, LLC |
Beverly Hills, CA |
Q2 2024 |
30 |
$152M |
| Elite Life Management LLC |
Sarasota, FL |
Q2 2024 |
24 |
$25.8M |
| Elite Wealth Management, Inc. |
Kirkland, WA |
Q2 2024 |
42 |
$458M |
| Elizabeth Park Capital Advisors, Ltd. |
Pepper Pike, OH |
Q2 2024 |
44 |
$116M |
| Elk Creek Partners, LLC |
Denver, CO |
Q1 2020 |
97 |
$582M |
| Elkfork Partners LLC |
Portland, OR |
Q3 2019 |
1053 |
$4.11B |
| Elkhorn Investments, LLC |
Chicago, IL |
Q4 2017 |
98 |
$191M |
| ELKHORN PARTNERS LIMITED PARTNERSHIP |
Omaha, NE |
Q2 2024 |
49 |
$145M |
| Elk River Wealth Management, LLC |
Denver, CO |
Q3 2024 |
97 |
$550M |
| Ellenbecker Investment Group |
Waukesha, WI |
Q3 2024 |
109 |
$529M |
| ELLERSON GROUP INC /ADV |
Annapolis, MD |
Q2 2024 |
47 |
$131M |
| Ellevest, Inc. |
New York, NY |
Q2 2024 |
404 |
$1.67B |
| Elliott Investment Management L.P. |
West Palm Beach, FL |
Q2 2024 |
37 |
$10.4B |
| Ellis Investment Partners, LLC |
Berwyn, PA |
Q2 2024 |
229 |
$473M |
| Ellis Lake Capital, LLC |
New York, NY |
Q3 2015 |
1 |
$966K |
| Ellsworth Advisors, LLC |
Hudson, OH |
Q3 2024 |
175 |
$386M |
| ELM ADVISORS, LLC |
Burlingame, CA |
Q1 2022 |
45 |
$74.1M |
| Elm Partners Management LLC |
Philadelphia, PA |
Q2 2024 |
60 |
$1.3B |
| Elm Ridge Management, LLC |
Briarcliff Manor, NY |
Q1 2024 |
25 |
$88.7M |
| Elmrox Investment Group IM L.P. |
New York, NY |
Q2 2016 |
1 |
$107M |
| Elmwood Wealth Management, Inc. |
Berkeley, CA |
Q3 2024 |
126 |
$243M |
| Elo Mutual Pension Insurance Co |
Espoo, Finland |
Q2 2024 |
470 |
$4.27B |
| El Puerto de Liverpool, S.A.B. de C.V. |
Cuajimalpa, Ciudad De Mexico, Mexico |
Q2 2024 |
1 |
$334M |
| Elser Financial Planning, Inc |
Indianapolis, IN |
Q3 2024 |
62 |
$68.9M |
| Elwood & Goetz Wealth Advisory Group, LLC |
Athens, GA |
Q2 2024 |
82 |
$352M |
| Emancipation Management LLC |
New York, NY |
Q4 2019 |
14 |
$21.9M |
| Embree Financial Group |
Chicago, IL |
Q2 2024 |
182 |
$520M |
| EMC Capital Management |
Houston, TX |
Q2 2024 |
271 |
$173M |
| Emerald Acquisition Ltd. |
Seattle, WA |
Q3 2016 |
2981 |
$51.8B |
| EMERALD ADVISERS, LLC |
Leola, PA |
Q2 2024 |
247 |
$2.38B |
| Emerald Advisors, LLC |
Bellevue, WA |
Q2 2024 |
87 |
$659M |
| EMERALD MUTUAL FUND ADVISERS TRUST |
Leola, PA |
Q2 2024 |
223 |
$1.91B |
| EMERGENCE GP PARTNERS, LLC |
San Francisco, CA |
Q2 2024 |
3 |
$215M |
| Emerging Global Advisors, LLC |
New York, NY |
Q2 2016 |
17 |
$140M |
| Emerging Variant Capital Management LP |
New York, NY |
Q4 2022 |
9 |
$12.9M |
| EMERSON INVESTMENT MANAGEMENT, LLC |
Boston, MA |
Q1 2016 |
133 |
$528M |
| Emerson Wealth, LLC |
Bloomfield Hills, MI |
Q2 2022 |
59 |
$131M |
| Emery Howard Portfolio Management, Inc. |
Burlingame, CA |
Q4 2021 |
48 |
$773M |
| EMFO, LLC |
Weston, FL |
Q2 2024 |
282 |
$112M |
| EMG Holdings, L.P. |
Old Greenwich, CT |
Q2 2024 |
25 |
$88.3M |
| EMINENCE CAPITAL, LP |
New York, NY |
Q2 2024 |
56 |
$6.2B |
| EMORY UNIVERSITY |
Atlanta, GA |
Q2 2024 |
8 |
$155M |
| Empery Asset Management, LP |
New York, NY |
Q3 2022 |
88 |
$16.8M |
| Empire Capital Management, L.L.C. |
Westport, CT |
Q4 2016 |
14 |
$29.8M |
| Empire Financial Management Company, LLC |
New York, NY |
Q2 2024 |
199 |
$302M |
| Empire Life Investments Inc. |
Toronto, Ontario, Canada |
Q2 2024 |
94 |
$1.59B |
| Empirical Asset Management, LLC |
Wellesley, MA |
Q3 2024 |
308 |
$184M |
| Empirical Capital Management, LLC |
Hendersonville, TN |
Q2 2024 |
16 |
$140M |
| EMPIRICAL CAPITAL PARTNERS LP |
Ringgold, GA |
Q4 2014 |
27 |
$101M |
| Empirical Finance, LLC |
Havertown, PA |
Q2 2024 |
502 |
$1.6B |
| Empirical Financial Services, LLC d.b.a. Empirical Wealth Management |
Seattle, WA |
Q2 2024 |
559 |
$3.32B |
| Employees' Retirement Fund of the City of Fort Worth |
Fort Worth, TX |
Q2 2024 |
12 |
$230M |
| Employees Retirement System of Texas |
Austin, TX |
Q2 2024 |
315 |
$10.7B |
| Empower Advisory Group, LLC |
Greenwood Village, CO |
Q2 2024 |
490 |
$26.9B |
| Empower Annuity Insurance Co |
Hartford, CT |
Q1 2024 |
1 |
$268M |
| Empowered Funds, LLC |
Havertown, PA |
Q2 2024 |
1369 |
$5.78B |
| Emprise Bank |
Wichita, KS |
Q3 2024 |
98 |
$174M |
| Empyrean Capital Partners, LP |
Los Angeles, CA |
Q2 2024 |
68 |
$1.64B |
| EMS Capital LP |
New York, NY |
Q4 2021 |
18 |
$942M |
| Emso Asset Management Ltd |
London, United Kingdom |
Q3 2023 |
1 |
$1.00 |
| EnCap Energy Capital Fund IX, L.P. |
Houston, TX |
Q2 2024 |
1 |
$92.6M |
| EnCap Energy Capital Fund VIII Co-Investors, L.P. |
Houston, TX |
Q4 2019 |
2 |
$46.4M |
| EnCap Energy Capital Fund VIII, L.P. |
Houston, TX |
Q2 2024 |
3 |
$160M |
| EnCap Energy Capital Fund XI, L.P. |
Houston, TX |
Q2 2024 |
1 |
$312M |
| Encompass Capital Advisors LLC |
New York, NY |
Q2 2024 |
58 |
$1.85B |
| Encompass More Asset Management |
Danville, CA |
Q2 2024 |
110 |
$140M |
| ENCOMPASS WEALTH ADVISORS, LLC |
Portland, OR |
Q2 2024 |
280 |
$377M |
| ENDEAVOUR CAPITAL ADVISORS INC |
Greenwich, CT |
Q2 2024 |
34 |
$287M |
| ENDEX CAPITAL MANAGEMENT LLC |
Overland Park, KS |
Q4 2013 |
322 |
$107M |
| Endowment Wealth Management, Inc. |
Appleton, WI |
Q2 2024 |
131 |
$137M |
| Endurance Services Ltd |
Purchase, NY |
Q2 2024 |
9 |
$471M |
| Endurance Wealth Management, Inc. |
Providence, RI |
Q2 2023 |
636 |
$731M |
| Energy Income Partners, LLC |
Westport, CT |
Q2 2024 |
81 |
$4.49B |
| Energy Opportunities Capital Management, LLC |
Austin, TX |
Q4 2022 |
37 |
$34.4M |
| EnerVest, Ltd. |
Houston, TX |
Q2 2024 |
1 |
$106M |
| Engaged Capital LLC |
Newport Beach, CA |
Q2 2024 |
12 |
$584M |
| Engine Capital Management, LP |
New York, NY |
Q2 2024 |
36 |
$534M |
| Engineers Gate Manager LP |
New York, NY |
Q2 2024 |
1877 |
$4.43B |
| ENGINE NO. 1 LLC |
San Francisco, CA |
Q2 2024 |
11 |
$95.3M |
| Engle Capital Management, L.P. |
Greenwich, CT |
Q2 2024 |
21 |
$282M |
| ENGLISH CAPITAL MANAGEMENT LLC |
Bloomfield Hills, MI |
Q2 2024 |
31 |
$119M |
| Engrave Wealth Partners LLC |
The Woodlands, TX |
Q4 2023 |
80 |
$350M |
| Enhancing Capital LLC |
Harrisburg, PA |
Q3 2022 |
75 |
$80.8M |
| Ennismore Fund Management Ltd |
London, United Kingdom |
Q1 2021 |
19 |
$71.7M |
| EnRich Financial Partners LLC |
Madison, WI |
Q2 2024 |
243 |
$273M |
| Ensemble Capital Management, LLC |
San Francisco, CA |
Q2 2024 |
24 |
$1.28B |
| Ensign Peak Advisors, Inc |
Salt Lake City, UT |
Q2 2024 |
1711 |
$54.7B |
| Enstar Group LTD |
Hamilton, Bermuda |
Q2 2024 |
7 |
$349M |
| Enterprise Bank & Trust Co |
Lowell, MA |
Q3 2024 |
129 |
$310M |
| ENTERPRISE FINANCIAL SERVICES CORP |
Clayton, MO |
Q2 2024 |
155 |
$162M |
| Entropy Technologies, LP |
New York, NY |
Q2 2024 |
641 |
$925M |
| ENTRUST GLOBAL PARTNERS L L C |
New York, NY |
Q2 2024 |
7 |
$195M |
| EnTrustPermal Management LLC |
New York, NY |
Q3 2017 |
48 |
$240M |
| EntryPoint Capital, LLC |
New York, NY |
Q2 2024 |
821 |
$68.4M |
| ENVESTNET ASSET MANAGEMENT INC |
Chicago, IL |
Q2 2024 |
4158 |
$287B |
| Envestnet Portfolio Solutions, Inc. |
Chicago, IL |
Q2 2024 |
1625 |
$28.7B |
| Envision Financial Planning, LLC |
Memphis, TN |
Q2 2024 |
31 |
$131M |
| Envoi LLC |
Minneapolis, MN |
Q2 2024 |
11 |
$31.5M |
| ENZI WEALTH |
Austin, TX |
Q3 2024 |
71 |
$256M |
| E. Ohman J:or Asset Management AB |
Stockholm, Sweden |
Q2 2024 |
415 |
$4.03B |
| Eos Management, L.P. |
New York, NY |
Q2 2024 |
42 |
$257M |
| EPACRIA CAPITAL PARTNERS, LLC |
Boulder, CO |
Q2 2024 |
56 |
$136M |
| Epic Trust Investment Advisors, LLC |
Richland, WA |
Q2 2024 |
111 |
$90.8M |
| EPIQ Capital Group, LLC |
San Francisco, CA |
Q2 2024 |
66 |
$284M |
| EPIQ PARTNERS, LLC |
Minneapolis, MN |
Q3 2024 |
79 |
$181M |
| Epoch Investment Partners, Inc. |
New York, NY |
Q2 2024 |
383 |
$21.9B |
| Epstein & White Financial LLC |
San Diego, CA |
Q2 2021 |
94 |
$379M |
| EP Wealth Advisors, LLC |
Torrance, CA |
Q2 2024 |
859 |
$9.41B |
| EQ LLC |
Bellevue, WA |
Q2 2024 |
52 |
$167M |
| Equinox Fund Management LLC |
Denver, CO |
Q3 2015 |
4 |
$187M |
| Equinox Institutional Asset Management, LP |
Princeton, NJ |
Q3 2016 |
4 |
$87.9M |
| Equinox Partners Investment Management LLC |
Stamford, CT |
Q2 2024 |
9 |
$155M |
| Equitable Holdings, Inc. |
New York, NY |
Q2 2024 |
1210 |
$9.5B |
| EQUITABLE TRUST CO |
Nashville, TN |
Q2 2024 |
432 |
$1.45B |
| Equita Financial Network, Inc. |
Fort Washington, PA |
Q2 2024 |
78 |
$239M |
| EQUITEC PROPRIETARY MARKETS, LLC |
Chicago, IL |
Q2 2024 |
49 |
$13.2M |
| EQUITY INVESTMENT CORP |
Atlanta, GA |
Q2 2024 |
65 |
$3.92B |
| Equius Partners, Inc. |
Novato, CA |
Q4 2022 |
28 |
$324M |
| Ergawealth Advisors, Inc. |
Oak Brook, IL |
Q2 2024 |
62 |
$184M |
| Ergoteles LLC |
New York, NY |
Q3 2023 |
19 |
$68.2M |
| Erickson Financial Group, LLC |
Allentown, PA |
Q2 2024 |
23 |
$131M |
| ERn Financial, LLC |
Middleton, WI |
Q3 2024 |
187 |
$657M |
| ERN LLC |
Wilmington, DE |
Q2 2022 |
66 |
$89.5M |
| ERTS Wealth Advisors, LLC |
Marquette, MI |
Q3 2024 |
87 |
$534M |
| Ervin Investment Management, LLC |
Seattle, WA |
Q3 2024 |
39 |
$156M |
| Eschler Asset Management LLP |
Cambridge, United Kingdom |
Q2 2024 |
51 |
$116M |
| ESG Planning DBA Harper Investing |
Santa Clara, CA |
Q2 2024 |
42 |
$102M |
| ESL Trust Services, LLC |
Rochester, NY |
Q2 2024 |
258 |
$411M |
| Essential Planning, LLC. |
Portsmouth, NH |
Q2 2024 |
71 |
$227M |
| Essex Financial Services, Inc. |
Essex, CT |
Q2 2024 |
612 |
$1.31B |
| ESSEX INVESTMENT MANAGEMENT CO LLC |
Boston, MA |
Q3 2024 |
302 |
$574M |
| Essex LLC |
Deer Park, IL |
Q2 2024 |
155 |
$447M |
| Essex Private Wealth Management, LLC |
Topsfield, MA |
Q2 2024 |
32 |
$39.3M |
| Essex Savings Bank |
Essex, CT |
Q2 2024 |
264 |
$372M |
| Essex Woodlands Management, Inc. |
The Woodlands, TX |
Q2 2024 |
7 |
$307M |
| Estabrook Capital Management |
New York, NY |
Q2 2024 |
348 |
$650M |
| Estate Counselors, LLC |
Thiensville, WI |
Q2 2024 |
112 |
$913M |
| Estuary Capital Management LP |
Wayzata, MN |
Q2 2024 |
17 |
$310M |
| Etesian Wealth Advisors, Inc. |
West Linn, OR |
Q2 2024 |
115 |
$178M |
| ETFIDEA, LLC |
Syracuse, NY |
Q2 2024 |
111 |
$296M |
| ETF MANAGERS GROUP, LLC |
Summit, NJ |
Q1 2023 |
685 |
$3.1B |
| ETF Portfolio Partners, Inc. |
Leawood, KS |
Q3 2024 |
57 |
$338M |
| ETF Store, Inc. |
Overland Park, KS |
Q2 2024 |
87 |
$97M |
| Ethic Inc. |
New York, NY |
Q2 2024 |
1130 |
$4.26B |
| Ethos Financial Group, LLC |
King Of Prussia, PA |
Q2 2024 |
288 |
$567M |
| EUBEL BRADY & SUTTMAN ASSET MANAGEMENT INC |
Miamisburg, OH |
Q2 2024 |
92 |
$691M |
| Euclidean Capital LLC |
New York, NY |
Q2 2024 |
11 |
$796M |
| EUDAIMONIA ADVISORS LLC |
Winchester, TN |
Q1 2024 |
161 |
$188M |
| Eudaimonia Partners, LLC |
Winchester, TN |
Q1 2024 |
256 |
$420M |
| Eukles Asset Management |
Cincinnati, OH |
Q2 2024 |
235 |
$231M |
| EULAV Asset Management |
New York, NY |
Q2 2024 |
170 |
$3.7B |
| Euro Pacific Asset Management, LLC |
Dorado, Puerto Rico |
Q2 2024 |
68 |
$504M |
| Evanson Asset Management, LLC |
Carmel, CA |
Q3 2024 |
305 |
$1.42B |
| Evanston Investments, Inc., dba Evanston Advisors |
Schaumburg, IL |
Q4 2018 |
63 |
$368M |
| Evensky & Katz LLC |
Coral Gables, FL |
Q3 2024 |
84 |
$1.54B |
| EVENTIDE ASSET MANAGEMENT, LLC |
Boston, MA |
Q2 2024 |
160 |
$5.84B |
| Evercore Wealth Management, LLC |
New York, NY |
Q2 2024 |
410 |
$6.35B |
| EVERENCE CAPITAL MANAGEMENT INC |
Goshen, IN |
Q2 2024 |
737 |
$1.36B |
| EVEREST CAPITAL LLC |
Miami, FL |
Q3 2016 |
5 |
$5.95M |
| EVERETT HARRIS & CO /CA/ |
Los Angeles, CA |
Q2 2024 |
272 |
$7.82B |
| Evergreen Advisors, LLC |
Chattanooga, TN |
Q2 2024 |
16 |
$334M |
| EVERGREEN CAPITAL MANAGEMENT LLC |
Bellevue, WA |
Q2 2024 |
949 |
$2.76B |
| Evergreen Private Wealth LLC |
Greenwood Village, CO |
Q2 2024 |
212 |
$203M |
| Evergreen Quality Fund GP, Ltd. |
Grand Cayman, Cayman Islands |
Q2 2024 |
21 |
$2.42B |
| Evergreen Venture Partners Ltd. |
Herzliya, Israel |
Q2 2024 |
1 |
$79.3M |
| Evergreen Wealth Management, LLC |
Williamston, MI |
Q2 2024 |
55 |
$151M |
| Evergreen Wealth Solutions, LLC |
Williamsport, PA |
Q2 2024 |
114 |
$141M |
| Everhart Financial Group, Inc. |
Dublin, OH |
Q2 2024 |
293 |
$385M |
| EVERMAY WEALTH MANAGEMENT LLC |
Arlington, VA |
Q2 2024 |
607 |
$624M |
| Evermore Global Advisors, LLC |
Summit, NJ |
Q4 2022 |
7 |
$26.3M |
| Evernest Financial Advisors, LLC |
Carmel, IN |
Q2 2024 |
128 |
$223M |
| EVERPAR ADVISORS LLC |
Tulsa, OK |
Q3 2024 |
259 |
$193M |
| EverPoint Asset Management, LLC |
Stamford, CT |
Q4 2016 |
357 |
$4.2B |
| Eversept Partners, LP |
New York, NY |
Q2 2024 |
72 |
$1.31B |
| EverSource Wealth Advisors, LLC |
Birmingham, AL |
Q2 2024 |
3068 |
$1.47B |
| EVEXIA WEALTH LLC |
Stevens Point, WI |
Q3 2024 |
66 |
$282M |
| EVOKE WEALTH, LLC |
Los Angeles, CA |
Q2 2024 |
104 |
$68.2M |
| Evolution Advisers, Inc. |
Richmond, VA |
Q2 2024 |
157 |
$174M |
| Evolutionary Tree Capital Management, LLC |
Alexandria, VA |
Q2 2024 |
35 |
$97.2M |
| Evolution Capital Management LLC |
Crystal Bay, NV |
Q4 2022 |
46 |
$28.9M |
| Evolution Equity Partners II SARL |
Luxembourg, Luxembourg |
Q3 2023 |
2 |
$11.8M |
| Evolution Wealth Advisors, LLC |
Aventura, FL |
Q2 2024 |
134 |
$513M |
| EVR Research LP |
Richmond, VA |
Q2 2024 |
31 |
$335M |
| EWA, LLC |
Pittsbugh, PA |
Q2 2024 |
157 |
$240M |
| EWG Elevate Inc. |
Roseville, CA |
Q3 2024 |
113 |
$249M |
| Ewing Morris & Co. Investment Partners Ltd. |
Toronto, Ontario, Canada |
Q2 2024 |
33 |
$157M |
| Exane Asset Management |
Paris, France |
Q2 2024 |
18 |
$143M |
| EXANE DERIVATIVES |
Paris, France |
Q2 2022 |
757 |
$174M |
| EXCALIBUR MANAGEMENT CORP |
Waltham, MA |
Q2 2024 |
163 |
$245M |
| EXCELSIA, INC. |
Savannah, GA |
Q2 2015 |
18 |
$47.5M |
| Exchange Bank |
Santa Rosa, CA |
Q3 2024 |
114 |
$122M |
| Exchange Capital Management, Inc. |
Ann Arbor, MI |
Q2 2024 |
193 |
$614M |
| EXCHANGE TRADED CONCEPTS, LLC |
Oklahoma City, OK |
Q3 2024 |
1317 |
$4.21B |
| EXECUTIVE WEALTH GROUP LLC |
Kirkland, WA |
Q1 2024 |
57 |
$480M |
| Executive Wealth Management, LLC |
Brighton, MI |
Q2 2024 |
117 |
$545M |
| EXENCIAL WEALTH ADVISORS, LLC |
Oklahoma City, OK |
Q2 2024 |
476 |
$2.65B |
| Exeter Financial, LLC |
Scottsdale, AZ |
Q3 2024 |
93 |
$226M |
| ExodusPoint Capital Management, LP |
New York, NY |
Q2 2024 |
1322 |
$9.12B |
| Exome Asset Management LLC |
New York, NY |
Q2 2024 |
52 |
$112M |
| Exor N.V. |
Amsterdam, Netherlands |
Q3 2024 |
2 |
$5.86B |
| Exos Asset Management LLC |
New York, NY |
Q2 2024 |
145 |
$87M |
| EXXONMOBIL INVESTMENT MANAGEMENT INC /TX |
Irving, TX |
Q1 2018 |
506 |
$3.47B |