F3Logic, LLC |
Burnsville, MN |
Q4 2022 |
186 |
$476M |
Facet Wealth, Inc. |
Baltimore, MD |
Q3 2024 |
141 |
$3.5B |
FACT Capital, LP |
New York, NY |
Q3 2024 |
18 |
$258M |
Factorial Partners, LLC |
Mt. Kisco, NY |
Q3 2024 |
75 |
$174M |
FACTORY MUTUAL INSURANCE CO |
Waltham, MA |
Q3 2024 |
173 |
$9.67B |
FAGAN ASSOCIATES, INC. |
Troy, NY |
Q3 2024 |
129 |
$595M |
Fairbanks Capital Management, Inc. |
Rancho Santa Fe, CA |
Q3 2024 |
51 |
$159M |
FAIRFAX FINANCIAL HOLDINGS LTD/ CAN |
Toronto, Ontario, Canada |
Q3 2024 |
31 |
$1.1B |
FAIRFIELD, BUSH & CO. |
Darien, CT |
Q3 2024 |
111 |
$168M |
Fairfield Financial Advisors, LTD |
Wellesley, MA |
Q3 2024 |
290 |
$294M |
Fairfield University |
Fairfield, CT |
Q3 2024 |
3 |
$153M |
Fairhaven Wealth Management, LLC |
Oak Brook, IL |
Q3 2024 |
128 |
$327M |
FAIRHOLME CAPITAL MANAGEMENT LLC |
South Miami, FL |
Q3 2024 |
7 |
$1.46B |
Fairman Group, LLC |
Chesterbrook, PA |
Q3 2024 |
404 |
$111M |
Fairmount Funds Management LLC |
West Conshohocken, PA |
Q3 2024 |
15 |
$1.23B |
Fairpointe Capital LLC |
Chicago, IL |
Q1 2021 |
76 |
$66.3M |
Fairscale Capital, LLC |
Nashua, NH |
Q3 2024 |
355 |
$114M |
FAIRVIEW CAPITAL INVESTMENT MANAGEMENT, LLC |
Greenbrae, CA |
Q3 2024 |
153 |
$1.85B |
Fairway Wealth LLC |
Independence, OH |
Q3 2024 |
99 |
$178M |
Faithward Advisors, LLC |
Lancaster, PA |
Q3 2024 |
280 |
$575M |
FALCON POINT CAPITAL, LLC |
San Francisco, CA |
Q4 2020 |
44 |
$11.9M |
Falcon Wealth Planning |
Ontario, CA |
Q3 2024 |
151 |
$852M |
Family Asset Management, LLC |
Charleston, SC |
Q3 2024 |
207 |
$166M |
Family Capital Management, Inc. |
Grand Rapids, MI |
Q3 2024 |
68 |
$155M |
Family Capital Trust Co |
Peabody, MA |
Q3 2024 |
61 |
$311M |
Family CFO Inc |
Los Altos, CA |
Q3 2024 |
72 |
$177M |
Family Firm, Inc. |
Bethesda, MD |
Q3 2024 |
211 |
$269M |
Family Investment Center, Inc. |
Saint Joseph, MO |
Q3 2024 |
85 |
$398M |
Family Legacy, Inc. |
Greenville, SC |
Q3 2024 |
122 |
$301M |
Family Management Corp |
New York, NY |
Q3 2024 |
187 |
$600M |
Family Wealth Group, LLC |
Lexington, KY |
Q3 2024 |
114 |
$103M |
FAMILY WEALTH PARTNERS, LLC |
Matthews, NC |
Q3 2024 |
44 |
$195M |
FARALLON CAPITAL MANAGEMENT LLC |
San Francisco, CA |
Q3 2024 |
148 |
$15.9B |
FARLEY CAPITAL L.P. |
New York, NY |
Q3 2024 |
15 |
$113M |
FARMERS & MERCHANTS INVESTMENTS INC |
Lincoln, NE |
Q3 2024 |
1792 |
$3.22B |
Farmers & Merchants Trust Co of Chambersburg PA |
Chambersburg, PA |
Q3 2024 |
378 |
$260M |
Farmers & Merchants Trust Co of Long Beach |
Long Beach, CA |
Q3 2024 |
195 |
$408M |
Farmers National Bank |
Danville, KY |
Q2 2024 |
156 |
$332M |
Farmer Steven Patrick |
Chicago, IL |
Q2 2022 |
310 |
$6.42B |
FARMERS TRUST CO |
Youngstown, OH |
Q3 2024 |
191 |
$536M |
Farmhouse Investment Management LLC |
Greenbrae, CA |
Q3 2018 |
17 |
$188M |
Farmstead Capital Management, LLC |
Ridgewood, NJ |
Q3 2019 |
6 |
$28.2M |
Farrell Financial LLC |
Orchard Park, NY |
Q3 2024 |
68 |
$131M |
FARR MILLER & WASHINGTON LLC/DC |
Washington, DC |
Q3 2021 |
187 |
$1.53B |
Farrow Financial Inc. |
Randolph, VT |
Q3 2024 |
52 |
$159M |
Farther Finance Advisors, LLC |
San Francisco, CA |
Q3 2024 |
3983 |
$2.67B |
FAS Wealth Partners, Inc. |
Leawood, KS |
Q3 2024 |
438 |
$1.26B |
Fayerweather Charles |
Boston, MA |
Q2 2020 |
51 |
$57.2M |
FAYEZ SAROFIM & CO |
Houston, TX |
Q3 2024 |
285 |
$39.3B |
FBL INVESTMENT MANAGEMENT SERVICES INC/IA |
West Des Moines, IA |
Q4 2019 |
15 |
$40.4M |
FBR & Co. |
Arlington, VA |
Q4 2013 |
44 |
$57.9M |
FCA CORP /TX |
Houston, TX |
Q3 2024 |
181 |
$326M |
FC Advisory LLC |
West Chester, PA |
Q3 2024 |
102 |
$297M |
FCF Advisors LLC |
New York, NY |
Q3 2024 |
145 |
$431M |
FCG ADVISORS, LLC |
Chatham, NJ |
Q3 2020 |
187 |
$425M |
FCG Investment Co |
Germantown, TN |
Q3 2024 |
93 |
$152M |
FCM INVESTMENTS/TX |
Dallas, TX |
Q4 2017 |
32 |
$70.1M |
FCPM III SERVICES B.V. |
Naarden, Netherlands |
Q3 2024 |
7 |
$582M |
FDO Partners, LLC |
Cambridge, MA |
Q1 2018 |
3 |
$752K |
FDx Advisors, Inc. |
Chicago, IL |
Q3 2024 |
197 |
$367M |
FEDERATED HERMES, INC. |
Pittsburgh, PA |
Q3 2024 |
2054 |
$45.5B |
Federation des caisses Desjardins du Quebec |
Levis, Quebec, Canada |
Q3 2024 |
2561 |
$20.2B |
Fee-Only Financial Planning, L.C. |
Okatie, SC |
Q3 2024 |
40 |
$156M |
FengHe Fund Management Pte. Ltd. |
Singapore, Singapore |
Q3 2024 |
18 |
$338M |
FENIMORE ASSET MANAGEMENT INC |
Cobleskill, NY |
Q3 2024 |
97 |
$4.96B |
Ferguson Shapiro LLC |
Decatur, GA |
Q3 2024 |
61 |
$268M |
FERGUSON WELLMAN CAPITAL MANAGEMENT, INC |
Portland, OR |
Q3 2024 |
358 |
$5.17B |
Fermata Advisors, LLC |
Sonoma, CA |
Q3 2024 |
248 |
$493M |
FERNBRIDGE CAPITAL MANAGEMENT LP |
Los Angeles, CA |
Q3 2024 |
23 |
$1.63B |
Fernwood Investment Management, LLC |
Quincy, MA |
Q3 2024 |
189 |
$307M |
Ferox Capital LLP |
London, United Kingdom |
Q4 2020 |
37 |
$60.6M |
Ferox Capital Management LP |
London, United Kingdom |
Q1 2020 |
37 |
$164M |
Ferris Capital, LLC |
Marlborough, MA |
Q1 2022 |
191 |
$437M |
FF Advisors,LLC |
Manhattan Beach, CA |
Q3 2024 |
87 |
$146M |
FFG RETIREMENT ADVISORS LLC |
Centennial, CO |
Q3 2024 |
46 |
$154M |
FFL Partners, LLC |
San Francisco, CA |
Q3 2020 |
1 |
$16.1M |
FFT WEALTH MANAGEMENT LLC |
Philadelphia, PA |
Q3 2024 |
166 |
$1.32B |
Fi3 FINANCIAL ADVISORS, LLC |
Indianapolis, IN |
Q3 2024 |
113 |
$252M |
FIC CAPITAL INC |
New York, NY |
Q3 2017 |
119 |
$262M |
Fidato Wealth LLC |
Middleburg Heights, OH |
Q3 2024 |
10 |
$124M |
Fidelis Capital Partners, LLC |
Tampa, FL |
Q3 2024 |
411 |
$839M |
FIDELIS iM, LLC |
Medford, OR |
Q3 2024 |
22 |
$220M |
FIDELITY D & D BANCORP INC |
Dunmore, PA |
Q2 2024 |
104 |
$132M |
Fidelity National Financial, Inc. |
Jacksonville, FL |
Q3 2024 |
18 |
$5.42B |
FIDGEON TIMOTHY F |
Boston, MA |
Q3 2015 |
121 |
$203M |
Fiduciary Alliance LLC |
Greenville, SC |
Q3 2024 |
252 |
$753M |
FIDUCIARY ASSET MANAGEMENT LLC |
St. Louis, MO |
Q1 2015 |
86 |
$585M |
FIDUCIARY COUNSELLING INC |
Saint Paul, MN |
Q3 2024 |
9 |
$39.1M |
FIDUCIARY FAMILY OFFICE, LLC |
Boca Raton, FL |
Q3 2024 |
201 |
$303M |
FIDUCIARY FINANCIAL GROUP, LLC |
San Rafael, CA |
Q3 2024 |
258 |
$435M |
FIDUCIARY FINANCIAL SERVICES OF THE SOUTHWEST INC /TX |
Dallas, TX |
Q4 2019 |
148 |
$369M |
Fiduciary Group, LLC |
Savannah, GA |
Q3 2024 |
273 |
$987M |
FIDUCIARY MANAGEMENT ASSOCIATES LLC |
Chicago, IL |
Q1 2016 |
100 |
$1.53B |
FIDUCIARY MANAGEMENT INC /WI/ |
Milwaukee, WI |
Q3 2024 |
69 |
$11.4B |
Fiduciary Planning LLC |
Englewood, FL |
Q3 2024 |
61 |
$295M |
FIDUCIARY SERVICES CORP/GA |
Savannah, GA |
Q1 2015 |
192 |
$305M |
FIDUCIARY TRUST CO |
Boston, MA |
Q3 2024 |
654 |
$7.16B |
Fiduciary Wealth Partners, LLC |
Boston, MA |
Q3 2017 |
8 |
$75M |
FIDUCIENT ADVISORS LLC |
Chicago, IL |
Q3 2024 |
145 |
$866M |
Fielder Capital Group LLC |
Nashville, TN |
Q3 2024 |
215 |
$303M |
Field & Main Bank |
Henderson, KY |
Q3 2024 |
240 |
$281M |
Fieldpoint Private Securities, LLC |
Greenwich, CT |
Q2 2022 |
1388 |
$344M |
Fiera Capital Corp |
Montreal, Quebec, Canada |
Q3 2024 |
456 |
$33.3B |
FIFTHDELTA Ltd |
London, United Kingdom |
Q3 2024 |
10 |
$300M |
FIFTH LANE CAPITAL, LP |
Austin, TX |
Q3 2024 |
51 |
$39.5M |
FIFTH THIRD BANCORP |
Cincinnati, OH |
Q3 2024 |
2535 |
$27.6B |
FIFTH THIRD SECURITIES, INC. |
Cincinnati, OH |
Q3 2024 |
254 |
$1.06B |
Fifth Third Wealth Advisors LLC |
Cincinnati, OH |
Q3 2024 |
698 |
$1.63B |
Filament LLC |
Seattle, WA |
Q3 2020 |
35 |
$369M |
Filbrandt Wealth Management, LLC |
Middleton, WI |
Q3 2021 |
228 |
$174M |
FIL Ltd |
Hamilton, Bermuda |
Q3 2024 |
930 |
$110B |
Financial Advantage, Inc. |
Columbia, MD |
Q3 2023 |
33 |
$65.2M |
Financial Advisors, LLC |
Andover, MA |
Q3 2024 |
78 |
$525M |
Financial Advisors Network, Inc. |
Tustin, CA |
Q4 2023 |
177 |
$497M |
Financial Advisory Group |
Houston, TX |
Q1 2024 |
91 |
$567M |
FINANCIAL ADVISORY PARTNERS, LLC |
Winter Park, FL |
Q3 2024 |
67 |
$301M |
Financial Advocates Investment Management |
Olympia, WA |
Q3 2024 |
750 |
$1.69B |
Financial Alternatives, Inc |
La Jolla, CA |
Q3 2024 |
85 |
$142M |
Financial Architects, Inc |
Marlton, NJ |
Q2 2023 |
316 |
$663M |
Financial Architects, LLC |
Woodstock, GA |
Q3 2024 |
21 |
$155M |
Financial Avengers, Inc. |
Oakland, CA |
Q3 2024 |
176 |
$203M |
Financial Connections Group, Inc. |
Corte Madera, CA |
Q3 2024 |
198 |
$203M |
Financial Consulate Inc. |
Hunt Valley, MD |
Q2 2021 |
131 |
$277M |
FINANCIAL CONSULATE, INC |
Hunt Valley, MD |
Q3 2024 |
34 |
$377M |
Financial Council, LLC |
Towson, MD |
Q3 2024 |
91 |
$192M |
FINANCIAL COUNSELORS INC |
Overland Park, KS |
Q3 2024 |
586 |
$6.75B |
Financial Designs Corp |
Claremont, CA |
Q3 2024 |
20 |
$155M |
Financial Engines Advisors L.L.C. |
Santa Clara, CA |
Q3 2024 |
380 |
$47.9B |
Financial Enhancement Group LLC |
Anderson, IN |
Q3 2024 |
116 |
$467M |
Financial Freedom, LLC |
Cincinnati, OH |
Q3 2024 |
356 |
$189M |
Financial Futures Ltd Liability Co. |
Brielle, NJ |
Q3 2024 |
53 |
$175M |
Financial Gravity Asset Management, Inc. |
Lakeway, TX |
Q2 2024 |
1201 |
$399M |
Financial Gravity Companies, Inc. |
Lakeway, TX |
Q3 2024 |
668 |
$374M |
Financial Guidance Group, Inc. |
Palm Harbor, FL |
Q3 2024 |
67 |
$171M |
Financial Insights, Inc. |
Tacoma, WA |
Q3 2024 |
144 |
$307M |
FINANCIAL & INVESTMENT MANAGEMENT GROUP LTD |
Traverse City, MI |
Q4 2018 |
123 |
$274M |
FINANCIAL LIFE ADVISORS |
San Antonio, TX |
Q3 2024 |
48 |
$265M |
FINANCIAL MANAGEMENT CONCEPTS CORP /ADV |
Winter Springs, FL |
Q4 2021 |
29 |
$137M |
FINANCIAL MANAGEMENT NETWORK INC |
Mission Viejo, CA |
Q3 2024 |
172 |
$477M |
Financial Management Professionals, Inc. |
Austin, TX |
Q3 2024 |
912 |
$805M |
Financial Network Wealth Advisors LLC |
Murray, UT |
Q3 2024 |
813 |
$121M |
Financial Network Wealth Management LLC |
Draper, UT |
Q3 2024 |
113 |
$279M |
FINANCIAL PARTNERS CAPITAL MANAGEMENT LLC |
New York, NY |
Q4 2022 |
116 |
$449M |
Financial Partners Group, Inc |
Overland Park, KS |
Q3 2024 |
188 |
$676M |
Financial Partners Group, LLC |
Gallatin, TN |
Q3 2024 |
98 |
$267M |
Financial Perspectives, Inc |
Minneapolis, MN |
Q3 2024 |
685 |
$288M |
Financial Planning & Information Services, Inc. |
De Pere, WI |
Q3 2024 |
88 |
$726M |
Financial Security Advisor, Inc. |
Virginia Beach, VA |
Q3 2024 |
116 |
$401M |
Financial Sense Advisors, Inc. |
San Diego, CA |
Q3 2024 |
119 |
$362M |
Financial Services Advisory Inc |
Rockville, MD |
Q3 2024 |
55 |
$414M |
Financial Strategies Group, Inc. |
Okemos, MI |
Q3 2024 |
96 |
$404M |
Financial Symmetry Inc |
Raleigh, NC |
Q3 2024 |
46 |
$143M |
Financial Synergies Wealth Advisors, Inc. |
Houston, TX |
Q3 2024 |
76 |
$805M |
Financial & Tax Architects, LLC |
St Louis, MO |
Q3 2024 |
95 |
$389M |
Financiere des Professionnels - Fonds d,investissement inc. |
Montreal, Quebec, Canada |
Q3 2024 |
165 |
$1.46B |
FinDec Wealth Services, Inc. |
Stockton, CA |
Q3 2024 |
42 |
$172M |
FINDELL CAPITAL MANAGEMENT LLC |
New York, NY |
Q3 2024 |
18 |
$188M |
Findlay Park Partners LLP |
London, United Kingdom |
Q3 2024 |
59 |
$10.6B |
Fine Capital Partners, L.P. |
New York, NY |
Q3 2024 |
1 |
$702M |
FineMark National Bank & Trust |
Fort Myers, FL |
Q3 2024 |
421 |
$2.87B |
Finepoint Capital LP |
Boston, MA |
Q3 2024 |
24 |
$822M |
Finer Wealth Management, Inc. |
Salem, MA |
Q3 2024 |
79 |
$162M |
Fingerlakes Wealth Management, Inc. |
Ithaca, NY |
Q3 2024 |
89 |
$120M |
FinTrust Capital Advisors, LLC |
Greenville, SC |
Q3 2024 |
1369 |
$588M |
FinTrust Investment Advisory Services, LLC |
Greenville, SC |
Q1 2018 |
116 |
$109M |
Firestone Capital Management |
Coral Gables, FL |
Q3 2024 |
152 |
$399M |
FIRETHORN WEALTH PARTNERS, LLC |
Augusta, GA |
Q3 2024 |
151 |
$197M |
FIRETRAIL INVESTMENTS PTY LTD |
Sydney, Nsw, Australia |
Q3 2024 |
27 |
$347M |
First Affirmative Financial Network |
Colorado Springs, CO |
Q3 2024 |
284 |
$183M |
First Allied Advisory Services, Inc. |
San Diego, CA |
Q3 2020 |
1178 |
$2.98B |
First American Bank |
Dundee, IL |
Q3 2024 |
166 |
$1.39B |
First American Financial Corp |
Santa Ana, CA |
Q3 2024 |
3 |
$305M |
FIRST AMERICAN TRUST, FSB |
Santa Ana, CA |
Q3 2024 |
225 |
$1.01B |
First Ascent Asset Management, LLC |
Denver, CO |
Q4 2023 |
53 |
$892M |
First Bancorp, Inc /ME/ |
Damariscotta, ME |
Q3 2024 |
120 |
$144M |
First Bank & Trust |
Brookings, SD |
Q3 2024 |
234 |
$527M |
First Beijing Investment Ltd |
Hong Kong, Hong Kong |
Q3 2024 |
13 |
$1.36B |
FIRST BUSINESS FINANCIAL SERVICES, INC. |
Madison, WI |
Q3 2024 |
159 |
$999M |
First Capital Advisors Group, LLC. |
Little Silver, NJ |
Q2 2023 |
965 |
$192M |
First Citizens Asset Management, Inc. |
Raleigh, NC |
Q3 2024 |
30 |
$281M |
FIRST CITIZENS BANCORPORATION INC |
Columbia, SC |
Q4 2014 |
113 |
$149M |
FIRST CITIZENS BANK & TRUST CO |
Raleigh, NC |
Q3 2024 |
462 |
$4.41B |
First Citizens Financial Corp |
Mason City, IA |
Q3 2024 |
121 |
$189M |
First City Capital Management, Inc. |
Savannah, GA |
Q3 2024 |
162 |
$194M |
First Command Advisory Services, Inc. |
Fort Worth, TX |
Q3 2024 |
461 |
$10.4B |
First Command Bank |
Fort Worth, TX |
Q2 2023 |
417 |
$1.06B |
First Command Financial Services, Inc. |
Fort Worth, TX |
Q2 2023 |
417 |
$1.06B |
FIRST COMMONWEALTH FINANCIAL CORP /PA/ |
Indiana, PA |
Q3 2024 |
203 |
$418M |
FIRST COMMUNITY TRUST NA |
Dubuque, IA |
Q3 2024 |
312 |
$122M |
First County Bank /CT/ |
Stamford, CT |
Q3 2024 |
159 |
$202M |
First Dallas Securities Inc. |
Dallas, TX |
Q3 2024 |
119 |
$239M |
First Eagle Investment Management, LLC |
New York, NY |
Q3 2024 |
393 |
$48.6B |
First Farmers & Merchants Bank / Trust |
Columbia, TN |
Q3 2022 |
88 |
$75.4M |
First Fiduciary Investment Counsel, Inc. |
Cleveland, OH |
Q3 2024 |
68 |
$499M |
FIRST FINANCIAL BANKSHARES INC |
Abilene, TX |
Q3 2024 |
181 |
$4.75B |
First Financial Bank - Trust Division |
Hamilton, OH |
Q3 2024 |
210 |
$1.09B |
FIRST FINANCIAL CORP /IN/ |
Terre Haute, IN |
Q3 2024 |
440 |
$210M |
FIRST FINANCIAL EQUITY CORPORATION |
Scottsdale, AZ |
Q1 2017 |
449 |
$583M |
FIRST FOUNDATION ADVISORS |
Irvine, CA |
Q3 2024 |
355 |
$2.65B |
FIRST GROWTH CAPITAL PARTNERS LO LP |
San Francisco, CA |
Q4 2020 |
25 |
$142M |
First Growth Investment Manager LP |
San Francisco, CA |
Q2 2023 |
21 |
$58M |
Firsthand Capital Management, Inc. |
San Jose, CA |
Q3 2024 |
45 |
$50.7M |
FIRST HAWAIIAN BANK |
Honolulu, HI |
Q3 2024 |
875 |
$3.13B |
First Heartland Consultants, Inc. |
Lake St. Louis, MO |
Q3 2024 |
453 |
$928M |
First Horizon Advisors, Inc. |
Memphis, TN |
Q3 2024 |
2304 |
$3.6B |
First Houston Capital, Inc. |
Houston, TX |
Q2 2017 |
65 |
$100M |
First International Bank & Trust |
Watford City, ND |
Q3 2024 |
74 |
$312M |
FIRST INTERSTATE BANCSYSTEM INC |
Billings, MT |
Q1 2021 |
104 |
$841M |
FIRST INTERSTATE BANK |
Billings, MT |
Q3 2024 |
187 |
$1.65B |
First Light Asset Management, LLC |
Edina, MN |
Q3 2024 |
38 |
$1.2B |
First Long Island Investors, LLC |
Jericho, NY |
Q3 2024 |
69 |
$1.27B |
FIRST MANHATTAN CO. LLC. |
New York, NY |
Q3 2024 |
682 |
$33.7B |
FirstMark Capital OF I GP, LLC |
New York, NY |
Q3 2021 |
2 |
$43.1M |
FirstMark Capital OF II GP, LLC |
New York, NY |
Q3 2021 |
1 |
$44.1M |
FIRST MERCANTILE TRUST CO |
Cordova, TN |
Q3 2021 |
837 |
$755M |
FIRST MERCHANTS CORP |
Muncie, IN |
Q3 2024 |
403 |
$2.62B |
FIRSTMERIT BANK N A TRUSTEE |
Akron, OH |
Q2 2016 |
308 |
$1.24B |
FIRST MIDWEST BANK TRUST DIVISION |
Joliet, IL |
Q4 2021 |
374 |
$777M |
First National Advisers, LLC |
Omaha, NE |
Q3 2024 |
215 |
$627M |
First National Bank of Hutchinson |
Hutchinson, KS |
Q3 2024 |
93 |
$155M |
First National Bank of Mount Dora, Trust Investment Services |
Mount Dora, FL |
Q3 2024 |
137 |
$441M |
FIRST NATIONAL BANK OF OMAHA |
Omaha, NE |
Q3 2024 |
300 |
$1.56B |
First National Bank of South Miami |
South Miami, FL |
Q2 2023 |
248 |
$124M |
FIRST NATIONAL BANK SIOUX FALLS |
Sioux Falls, SD |
Q3 2024 |
127 |
$220M |
FIRST NATIONAL BANK & TRUST CO OF NEWTOWN |
Newtown, PA |
Q3 2024 |
137 |
$522M |
FIRST NATIONAL CORP /MA/ /ADV |
Rockland, MA |
Q3 2024 |
145 |
$450M |
FIRST NATIONAL TRUST CO |
Hermitage, PA |
Q3 2024 |
394 |
$2.59B |
FIRST NEW YORK SECURITIES LLC /NY |
New York, NY |
Q4 2016 |
85 |
$53.5M |
First Pacific Advisors, LP |
Los Angeles, CA |
Q3 2024 |
62 |
$7.2B |
First Pacific Financial |
Vancouver, WA |
Q3 2024 |
385 |
$427M |
First Personal Financial Services |
Charlotte, NC |
Q3 2024 |
570 |
$473M |
First PREMIER Bank |
Sioux Falls, SD |
Q3 2024 |
407 |
$401M |
FirstPurpose Wealth LLC |
Orem, UT |
Q1 2024 |
209 |
$276M |
FIRST QUADRANT LLC/CA |
Glendale, CA |
Q1 2022 |
136 |
$18M |
First Reserve Energy Infrastructure GP II Ltd |
Greenwich, CT |
Q1 2017 |
1 |
$34.8M |
First Reserve GP XIII Ltd |
Stamford, CT |
Q3 2024 |
1 |
$375M |
FIRST SABREPOINT CAPITAL MANAGEMENT LP |
Dallas, TX |
Q3 2024 |
29 |
$259M |
FIRST TRUST ADVISORS LP |
Wheaton, IL |
Q3 2024 |
2354 |
$105B |
First Trust Bank, Ltd. |
Nassau, Bahamas |
Q3 2024 |
5 |
$35.4M |
First Trust Capital Management L.P. |
Chicago, IL |
Q3 2024 |
115 |
$1.5B |
First Trust Direct Indexing L.P. |
Boston, MA |
Q3 2024 |
979 |
$1.87B |
First Trust Investment Solutions L.P. |
Naples, FL |
Q3 2024 |
272 |
$887M |
First Turn Management, LLC |
Del Mar, CA |
Q3 2024 |
38 |
$632M |
FIRST UNITED BANK & TRUST |
Oakland, MD |
Q3 2024 |
380 |
$278M |
First Washington CORP |
Seattle, WA |
Q3 2024 |
56 |
$252M |
First Western Capital Management Co |
Los Angeles, CA |
Q3 2020 |
18 |
$4.72M |
First Western Trust Bank |
Denver, CO |
Q3 2024 |
204 |
$2.22B |
FIRST WILSHIRE SECURITIES MANAGEMENT INC |
Pasadena, CA |
Q3 2024 |
84 |
$356M |
FIR TREE CAPITAL MANAGEMENT LP |
New York, NY |
Q3 2024 |
78 |
$141M |
FISCHER INVESTMENT STRATEGIES, LLC |
Westlake Village, CA |
Q3 2024 |
29 |
$116M |
Fisher Asset Management, LLC |
Camas, WA |
Q3 2024 |
918 |
$244B |
FISHMAN JAY A LTD/MI |
Troy, MI |
Q3 2024 |
85 |
$1.01B |
Fithian, LLC |
New York, NY |
Q1 2023 |
17 |
$47.9M |
Five Oceans Advisors |
Santa Monica, CA |
Q3 2024 |
195 |
$209M |
Five Oceans Asset Management LTD |
Sydney, Australia |
Q2 2014 |
49 |
$438M |
FJARDE AP-FONDEN /FOURTH SWEDISH NATIONAL PENSION FUND |
Stockholm, Sweden |
Q3 2024 |
525 |
$9.8B |
Fjarde AP-fonden (The Fourth Swedish National Pensionfund) |
Stockholm, Sweden |
Q2 2024 |
536 |
$8.86B |
FJ Capital Management LLC |
Mclean, VA |
Q3 2024 |
120 |
$954M |
FJ Investments, LLC |
Salt Lake City, UT |
Q3 2024 |
4 |
$1.01B |
FLAGSHIP HARBOR ADVISORS, LLC |
Boston, MA |
Q3 2024 |
722 |
$1.82B |
Flagship Pioneering Inc. |
Cambridge, MA |
Q3 2024 |
6 |
$592M |
Flagship Private Wealth, LLC |
Woburn, MA |
Q3 2024 |
101 |
$194M |
Flagship Ventures Fund 2007, L.P. |
Cambridge, MA |
Q1 2016 |
4 |
$95.2M |
Flagship Ventures Fund IV, L.P. |
Cambridge, MA |
Q1 2016 |
3 |
$382M |
FLAGSTAR ADVISORS INC |
New York, NY |
Q3 2024 |
208 |
$395M |
Flagstone Financial Management |
Lincoln, NE |
Q3 2024 |
53 |
$298M |
Flaharty Asset Management, LLC |
Clearwater, FL |
Q3 2024 |
446 |
$711M |
FLAHERTY & CRUMRINE INC |
Pasadena, CA |
Q3 2018 |
4 |
$19.8M |
Flatbush Watermill Management, LLC |
New York, NY |
Q3 2014 |
1 |
$19.8M |
Flat Footed LLC |
Wilson, WY |
Q3 2024 |
7 |
$219M |
FLC Capital Advisors |
Palm Desert, CA |
Q3 2024 |
172 |
$433M |
FLEMING JAMES B JR |
Alexandria, VA |
Q3 2022 |
2 |
$27.4M |
Flight Deck Capital, LP |
San Francisco, CA |
Q3 2024 |
13 |
$85.5M |
Flinton Capital Management LLC |
Philadelphia, PA |
Q3 2019 |
890 |
$3.22B |
FLIPPIN BRUCE & PORTER INC |
Lynchburg, VA |
Q1 2021 |
78 |
$553M |
FLOOD GAMBLE ASSOCIATES INC |
New York, NY |
Q3 2015 |
59 |
$199M |
Florence Capital Advisors, LLC |
New York, NY |
Q2 2019 |
15 |
$105M |
Florin Court Capital LLP |
London, United Kingdom |
Q3 2024 |
32 |
$124M |
FLOSSBACH VON STORCH AG |
Cologne, Germany |
Q3 2024 |
113 |
$25.5B |
Flossbach von Storch AG Zurich |
Zurich, Switzerland |
Q2 2020 |
16 |
$12M |
Flower City Capital |
Pittsford, NY |
Q3 2024 |
33 |
$170M |
Flow State Investments, L.P. |
Chicago, IL |
Q3 2024 |
38 |
$226M |
FLOW TRADERS U.S. LLC |
New York, NY |
Q3 2024 |
858 |
$1.97B |
FLPUTNAM INVESTMENT MANAGEMENT CO |
Lynnfield, MA |
Q3 2024 |
608 |
$5.41B |
Fluent Financial, LLC |
Dallas, TX |
Q3 2024 |
61 |
$208M |
FLYNN ZITO CAPITAL MANAGEMENT, LLC |
Garden City, NY |
Q3 2024 |
122 |
$207M |
FMA ADVISORY INC |
Harrisburg, PA |
Q3 2021 |
135 |
$268M |
FMA Wealth Management, LLC |
Duxbury, MA |
Q3 2024 |
43 |
$138M |
FMB WEALTH MANAGEMENT |
Westlake Village, CA |
Q3 2024 |
75 |
$177M |
F/M Investments LLC |
Washington, DC |
Q3 2024 |
344 |
$2.92B |
FMR LLC |
Boston, MA |
Q3 2024 |
5471 |
$1.64T |
FNY Investment Advisers, LLC |
New York, NY |
Q3 2024 |
613 |
$207M |
FNY Managed Accounts LLC |
New York, NY |
Q1 2018 |
518 |
$81.4M |
FNY Partners Fund LP |
New York, NY |
Q1 2018 |
288 |
$183M |
FOCUSED INVESTORS FUND L P |
Los Angeles, CA |
Q1 2024 |
23 |
$3.19B |
Focused Investors LLC |
Los Angeles, CA |
Q3 2024 |
23 |
$3.29B |
Focused Wealth Management, Inc |
Newburgh, NY |
Q3 2024 |
207 |
$724M |
Focus Financial Network, Inc. |
Minneapolis, MN |
Q3 2024 |
668 |
$2.45B |
FOCUS FINANCIAL NETWORK INC /ADV |
Minneapolis, MN |
Q4 2023 |
710 |
$2.66B |
FOCUS Wealth Advisors, LLC |
Houston, TX |
Q3 2024 |
60 |
$201M |
Fogel Capital Management, Inc. |
Stuart, FL |
Q3 2024 |
39 |
$194M |
Foguth Wealth Management, LLC. |
Brighton, MI |
Q3 2024 |
134 |
$275M |
Folger Hill Asset Management LP |
New York, NY |
Q3 2018 |
13 |
$16.5M |
FOLGER NOLAN FLEMING DOUGLAS CAPITAL MANAGEMENT, INC |
Washington, DC |
Q3 2024 |
167 |
$1.01B |
FolioMetrix LLC |
Omaha, NE |
Q2 2015 |
232 |
$210M |
FOLKETRYGDFONDET |
Oslo Norway, Norway |
Q3 2024 |
12 |
$5.09B |
Fondren Management LP |
Houston, TX |
Q3 2020 |
16 |
$16.9M |
Fonville Wealth Management LLC |
Richmond, VA |
Q3 2024 |
116 |
$289M |
Foothills Asset Management, Ltd. |
Scottsdale, AZ |
Q1 2020 |
65 |
$115M |
FORA Capital, LLC |
Miami, FL |
Q3 2024 |
421 |
$850M |
Forager Capital Management, LLC |
Birmingham, AL |
Q3 2024 |
13 |
$254M |
Forager Funds Management Pty Ltd |
Sydney, Australia |
Q3 2022 |
22 |
$61.3M |
Forbes Financial Planning, Inc. |
East Greenwich, RI |
Q3 2024 |
30 |
$139M |
FORBES J M & CO LLP |
Boston, MA |
Q3 2024 |
138 |
$1.02B |
Force Capital Management LLC |
New York, NY |
Q3 2019 |
6 |
$11.4M |
Ford Financial Group, LLC |
Fresno, CA |
Q1 2023 |
7 |
$2.36M |
Fore Capital, LLC |
New York, NY |
Q3 2024 |
36 |
$51.9M |
Forefront Analytics, LLC |
West Conshohocken, PA |
Q3 2024 |
67 |
$212M |
FOREFRONT WEALTH MANAGEMENT INC. |
Malvern, PA |
Q3 2023 |
39 |
$71.3M |
Fore Research & Management, LP |
New York, NY |
Q2 2017 |
33 |
$90.8M |
FORESIGHT CAPITAL MANAGEMENT ADVISORS, INC. |
Saline, MI |
Q3 2024 |
84 |
$169M |
Foresight Global Investors, Inc. |
Purchase, NY |
Q3 2024 |
45 |
$184M |
Foresight Group Ltd Liability Partnership |
London, United Kingdom |
Q3 2024 |
33 |
$32.1M |
Foresight Wealth Management, LLC |
Draper, UT |
Q4 2022 |
15 |
$6.98M |
Foresite Capital Management III, LLC |
Larkspur, CA |
Q3 2022 |
4 |
$37.9M |
Foresite Capital Management II, LLC |
Larkspur, CA |
Q3 2023 |
1 |
$29.2M |
Foresite Capital Management I, LLC |
Larkspur, CA |
Q3 2022 |
1 |
$21.4M |
Foresite Capital Management IV, LLC |
Larkspur, CA |
Q3 2024 |
5 |
$153M |
Foresite Capital Management V, LLC |
Larkspur, CA |
Q3 2024 |
5 |
$144M |
Foresite Capital Opportunity Management V, LLC |
Larkspur, CA |
Q3 2022 |
9 |
$33.3M |
Forest Avenue Capital Management LP |
Miami, FL |
Q3 2024 |
21 |
$824M |
Forester Capital Management, LTD |
Lake Forest, IL |
Q2 2017 |
54 |
$63.2M |
FORESTERS ASSET MANAGEMENT INC. |
Toronto, Ontario, Canada |
Q2 2019 |
46 |
$195M |
FORESTERS INVESTMENT MANAGEMENT COMPANY, INC. |
New York, NY |
Q3 2019 |
295 |
$5.05B |
Forest Hill Capital, LLC |
Little Rock, AR |
Q3 2024 |
41 |
$132M |
Forge First Asset Management Inc. |
Toronto, Ontario, Canada (Federal Level) |
Q3 2024 |
34 |
$183M |
Formation8 GP, LLC |
Los Altos, CA |
Q1 2024 |
3 |
$67.6M |
Formidable Asset Management, LLC |
Cincinnati, OH |
Q3 2024 |
368 |
$626M |
FormulaFolio Investments, LLC |
Grand Rapids, MI |
Q2 2021 |
473 |
$299M |
FORMULA GROWTH LTD |
Montreal, Quebec, Canada |
Q3 2024 |
109 |
$291M |
FORSTA AP-FONDEN |
Stockholm, Sweden |
Q3 2024 |
550 |
$13B |
FORTALEZA ASSET MANAGEMENT INC/ |
Chicago, IL |
Q2 2018 |
105 |
$12.3M |
Fort Baker Capital Management LP |
Larkspur, CA |
Q3 2024 |
74 |
$600M |
FORTE ASSET MANAGEMENT LLC |
Bedford, NY |
Q3 2024 |
63 |
$187M |
FORTE CAPITAL LLC /ADV |
Rochester, NY |
Q3 2024 |
236 |
$884M |
FORTEM FINANCIAL GROUP, LLC |
Palm Desert, CA |
Q3 2024 |
174 |
$246M |
Fort Henry Capital, LLC |
Wheeling, WV |
Q3 2024 |
16 |
$147M |
Forthright Family Wealth Advisory LLC |
Houston, TX |
Q2 2024 |
69 |
$155M |
ForthRight Wealth Management, LLC |
Alpharetta, GA |
Q3 2024 |
63 |
$300M |
Fortis Advisors, LLC |
Wayne, PA |
Q3 2024 |
106 |
$154M |
Fortis Capital Advisors, LLC |
Prairie Village, KS |
Q3 2024 |
172 |
$299M |
Fortis Capital Management LLC |
Bellevue, WA |
Q3 2024 |
130 |
$496M |
Fortis Group Advisors, LLC |
Westwood, NJ |
Q3 2024 |
496 |
$541M |
Fortitude Advisory Group L.L.C. |
Gig Harbor, WA |
Q3 2024 |
208 |
$159M |
Fortitude Family Office, LLC |
Scottsdale, AZ |
Q3 2024 |
1203 |
$252M |
FORT, L.P. |
Chevy Chase, MD |
Q3 2024 |
140 |
$39.6M |
FORT PITT CAPITAL GROUP INC |
Pittsburgh, PA |
Q3 2015 |
96 |
$743M |
FORT PITT CAPITAL GROUP, LLC |
Pittsburgh, PA |
Q3 2024 |
127 |
$3.55B |
Fort Point Capital Partners LLC |
San Francisco, CA |
Q3 2024 |
283 |
$798M |
Fortress Investment Group LLC |
New York, NY |
Q3 2024 |
14 |
$445M |
Fortress Wealth Group, LLC |
Winter Park, FL |
Q3 2024 |
101 |
$201M |
Fortress Wealth Management, Inc. |
Culver City, CA |
Q3 2024 |
70 |
$200M |
Fort Sheridan Advisors LLC |
Highland Park, IL |
Q3 2024 |
249 |
$659M |
Fortune 45 LLC |
Gonzales, LA |
Q3 2024 |
24 |
$141M |
Fortune Financial Advisors, LLC |
Overland Park, KS |
Q3 2024 |
88 |
$110M |
Fort Vancouver Investment Management, LLC |
Vancouver, WA |
Q3 2024 |
48 |
$116M |
FORT WASHINGTON INVESTMENT ADVISORS INC /OH/ |
Cincinnati, OH |
Q3 2024 |
404 |
$16.4B |
Forum Financial Management, LP |
Lombard, IL |
Q3 2024 |
767 |
$6.01B |
Forum Private Client Group LLC |
Fishers, IN |
Q3 2024 |
74 |
$225M |
Forvis Mazars Wealth Advisors, LLC |
Springfield, MO |
Q3 2024 |
428 |
$4.35B |
Forza Wealth Management, LLC |
Sarasota, FL |
Q3 2024 |
187 |
$218M |
Fosse Capital Partners LLP |
London, United Kingdom |
Q3 2024 |
3 |
$243M |
FOSTER DYKEMA CABOT & CO INC/MA |
Waltham, MA |
Q3 2023 |
325 |
$827M |
FOSTER DYKEMA CABOT & PARTNERS, LLC |
Waltham, MA |
Q3 2024 |
517 |
$1.19B |
Foster Group, Inc. |
West Des Moines, IA |
Q3 2024 |
203 |
$2.68B |
FOSTER & MOTLEY INC |
Cincinnati, OH |
Q3 2024 |
375 |
$1.58B |
Foster Victor Wealth Advisors, LLC |
Greenville, SC |
Q3 2024 |
190 |
$1.23B |
Fosun International Ltd |
Hong Kong, China |
Q3 2024 |
52 |
$304M |
Foundation Asset Management, LP |
White Plains, NY |
Q2 2018 |
19 |
$116M |
Foundation Capital, LLC |
Palo Alto, CA |
Q3 2022 |
3 |
$55.5M |
FOUNDATION RESOURCE MANAGEMENT INC |
Little Rock, AR |
Q3 2024 |
52 |
$647M |
Foundations Investment Advisors, LLC |
Phoenix, AZ |
Q3 2024 |
816 |
$4.76B |
Foundation Wealth Management, LLC |
Clayton, MO |
Q3 2024 |
43 |
$132M |
Founder Collective GP, LLC |
Cambridge, MA |
Q3 2022 |
2 |
$124K |
FOUNDERS BANK & TRUST |
Grand Rapids, MI |
Q4 2014 |
351 |
$190M |
Founders Capital Management |
Houston, TX |
Q3 2024 |
376 |
$164M |
FOUNDERS CAPITAL MANAGEMENT, LLC |
East Hartford, CT |
Q3 2024 |
77 |
$577M |
Founders Circle Capital LLC |
Campbell, CA |
Q3 2024 |
6 |
$79.5M |
Founders Financial Alliance, LLC |
Raleigh, NC |
Q3 2024 |
588 |
$359M |
FOUNDERS FINANCIAL SECURITIES LLC |
Towson, MD |
Q3 2024 |
427 |
$1.08B |
Foundry Financial Group, Inc. |
Laconia, NH |
Q3 2024 |
60 |
$160M |
Foundry Group Next, LLC |
Boulder, CO |
Q3 2024 |
1 |
$20.2M |
Foundry Partners, LLC |
Minneapolis, MN |
Q3 2024 |
284 |
$2.02B |
FountainCap Research & Investment (Hong Kong) Co., Ltd. |
Hong Kong, China |
Q3 2022 |
1 |
$13.4M |
Fountainhead AM, LLC |
Warren, NJ |
Q3 2024 |
148 |
$476M |
FountainVest China Capital Partners GP3 Ltd. |
Grand Cayman, Cayman Islands |
Q3 2024 |
2 |
$1.33B |
FOURPOINTS Investment Managers, S.A.S. |
Paris, France |
Q4 2019 |
4 |
$21.1M |
FOURSIXTHREE CAPITAL LP |
New York, NY |
Q4 2023 |
9 |
$25.3M |
FourThought Financial, LLC |
Venice, FL |
Q3 2022 |
1479 |
$677M |
FourThought Financial Partners, LLC |
Venice, FL |
Q3 2024 |
174 |
$843M |
Fourth Sail Capital LP |
Camana Bay Grand Cayman, Cayman Islands |
Q3 2024 |
24 |
$398M |
Fourthstone LLC |
St Louis, MO |
Q3 2024 |
66 |
$449M |
FourWorld Capital Management LLC |
New York, NY |
Q3 2024 |
25 |
$108M |
Fox Financial, Inc |
Wyomissing, PA |
Q3 2024 |
14 |
$115M |
Foxhaven Asset Management, LP |
Charlottesville, VA |
Q3 2024 |
20 |
$3.57B |
Fox Hill Wealth Management |
Dedham, MA |
Q3 2024 |
133 |
$181M |
Fox Point Capital Management LLC |
New York, NY |
Q4 2017 |
8 |
$19.2M |
FOX RUN MANAGEMENT, L.L.C. |
Greenwich, CT |
Q3 2024 |
761 |
$449M |
Foyston, Gordon, & Payne Inc |
Toronto, Ontario, Canada |
Q3 2024 |
53 |
$401M |
FPC INVESTMENT ADVISORY, INC. |
Petaluma, CA |
Q3 2024 |
97 |
$118M |
FPR PARTNERS LLC |
San Francisco, CA |
Q3 2024 |
12 |
$1.07B |
Fractal Investments LLC |
Glastonbury, CT |
Q3 2024 |
83 |
$592M |
Fragasso Financial Advisors Inc |
Sewickley, PA |
Q3 2024 |
264 |
$1.3B |
Franchise Capital Ltd |
Grand Cayman, Cayman Islands |
Q3 2024 |
10 |
$277M |
Francisco Partners Management, LP |
San Francisco, CA |
Q3 2024 |
8 |
$1.07B |
Francis Financial, Inc. |
New York, NY |
Q3 2024 |
90 |
$378M |
Franklin, Parlapiano, Turner & Welch, LLC |
Houston, TX |
Q3 2024 |
53 |
$387M |
FRANKLIN RESOURCES INC |
San Mateo, CA |
Q3 2024 |
2908 |
$368B |
Franklin Square Holdings, L.P. |
Philadelphia, PA |
Q3 2018 |
28 |
$70.4M |
FRANKLIN STREET ADVISORS INC /NC |
Chapel Hill, NC |
Q3 2024 |
162 |
$1.48B |
Frank, Rimerman Advisors LLC |
Palo Alto, CA |
Q3 2024 |
527 |
$1.41B |
Frazier Financial Advisors, LLC |
Columbus, OH |
Q3 2024 |
845 |
$129M |
Frazier Life Sciences Management, L.P. |
Palo Alto, CA |
Q3 2024 |
53 |
$2.5B |
FRED ALGER MANAGEMENT, LLC |
New York, NY |
Q3 2024 |
433 |
$20.6B |
Freed Investment Group |
Boston, MA |
Q3 2021 |
16 |
$131M |
Freedom Day Solutions, LLC |
Houston, TX |
Q3 2024 |
99 |
$322M |
Freedom Investment Management, Inc. |
Hartford, CT |
Q3 2024 |
758 |
$1.26B |
FREEDOM WEALTH ALLIANCE, LLC |
Brookfield, WI |
Q3 2023 |
47 |
$60.8M |
FreeGulliver LLC |
New Orleans, LA |
Q3 2024 |
84 |
$168M |
Freemont Capital Pte Ltd |
Singapore, Singapore |
Q3 2024 |
5 |
$21.5M |
Freemont Management S.A. |
Vaud, Switzerland |
Q3 2024 |
76 |
$191M |
Freestate Advisors LLC |
Overland Park, KS |
Q3 2024 |
36 |
$96.1M |
Freestone Capital Holdings, LLC |
Seattle, WA |
Q3 2024 |
435 |
$2.89B |
Freshford Capital Management, LLC |
Rye Brook, NY |
Q3 2024 |
9 |
$319M |
FRG Family Wealth Advisors LLC |
Bellevue, WA |
Q3 2024 |
147 |
$559M |
Friedberg Investment Management |
Houston, TX |
Q3 2017 |
64 |
$61.9M |
Friedenthal Financial |
Marlton, NJ |
Q3 2024 |
228 |
$171M |
FRIESS ASSOCIATES LLC |
Greenville, DE |
Q2 2022 |
32 |
$59.9M |
Frisch Financial Group, Inc. |
Melville, NY |
Q3 2024 |
133 |
$333M |
FRONT BARNETT ASSOCIATES LLC |
Chicago, IL |
Q3 2023 |
112 |
$833M |
FrontFour Capital Group LLC |
Greenwich, CT |
Q3 2019 |
8 |
$26.5M |
Frontier Asset Management, LLC |
Sheridan, WY |
Q3 2024 |
67 |
$302M |
FRONTIER CAPITAL MANAGEMENT CO LLC |
Boston, MA |
Q3 2024 |
281 |
$10.6B |
FRONTIER INVESTMENT MGMT CO |
Dallas, TX |
Q2 2020 |
272 |
$1.61B |
Frontier Wealth Management LLC |
Kansas City, MO |
Q2 2022 |
391 |
$1.37B |
Front Row Advisors LLC |
Tiburon, CA |
Q3 2024 |
499 |
$280M |
Front Street Capital Management, Inc. |
Missoula, MT |
Q3 2024 |
67 |
$618M |
Fruth Investment Management |
Houston, TX |
Q3 2024 |
219 |
$385M |
FSA Advisors, Inc. |
Troy, MI |
Q3 2024 |
142 |
$100M |
FSA Wealth Management LLC |
Needham, MA |
Q3 2024 |
563 |
$250M |
FSB PREMIER WEALTH MANAGEMENT, INC. |
Waterloo, IA |
Q3 2024 |
204 |
$244M |
FS Capital Partners V, LLC |
Los Angeles, CA |
Q4 2016 |
1 |
$19.3M |
FSC Wealth Advisors, LLC |
Fishkill, NY |
Q3 2024 |
293 |
$139M |
FSI GROUP, LLC |
Cincinnati, OH |
Q3 2020 |
1 |
$64K |
FSM Wealth Advisors, LLC |
Cleveland, OH |
Q3 2024 |
189 |
$377M |
F-Squared Investment Management, LLC |
Wellesley, MA |
Q2 2015 |
25 |
$1.55B |
FT Options LLC |
Chicago, IL |
Q3 2017 |
64 |
$40M |
FTV Management Company, L.P. |
San Francisco, CA |
Q3 2024 |
1 |
$308M |
FUKOKU MUTUAL LIFE INSURANCE Co |
Tokyo, Japan |
Q3 2024 |
275 |
$1.4B |
Fulcrum Capital LLC |
Seattle, WA |
Q3 2024 |
109 |
$459M |
Fulcrum Equity Management |
Plano, TX |
Q2 2024 |
130 |
$111M |
Full18 Capital LLC |
Westport, CT |
Q1 2022 |
82 |
$411M |
FULLCIRCLE WEALTH LLC |
Dallas, TX |
Q3 2024 |
187 |
$220M |
Fullen Financial Group |
Columbus, OH |
Q1 2023 |
59 |
$185M |
FULLER & THALER ASSET MANAGEMENT, INC. |
San Mateo, CA |
Q3 2024 |
564 |
$25.5B |
Fullerton Fund Management Co Ltd. |
Singapore, Singapore |
Q3 2024 |
102 |
$2.38B |
Full Sail Capital, LLC |
Oklahoma City, OK |
Q3 2024 |
162 |
$1.56B |
Full Value Advisors, LLC |
Saddle Brook, NJ |
Q3 2009 |
82 |
$218M |
FULTON BANK, N.A. |
Lancaster, PA |
Q3 2024 |
659 |
$2.62B |
FULTON BREAKEFIELD BROENNIMAN LLC |
Bethesda, MD |
Q3 2024 |
182 |
$1.43B |
Fund 1 Investments, LLC |
Rincon, Puerto Rico |
Q3 2024 |
58 |
$641M |
Fund Evaluation Group, LLC |
Cincinnati, OH |
Q3 2024 |
33 |
$1.81B |
FUNDSMITH INVESTMENT SERVICES LTD. |
Grande Riviere Noire, Mauritius |
Q3 2024 |
28 |
$8.04B |
Fundsmith LLP |
London, United Kingdom |
Q3 2024 |
40 |
$25.3B |
Fundsmith Long/Short Master Fund |
Grand Cayman, Cayman Islands |
Q1 2021 |
29 |
$121M |
FundX Investment Group, LLC |
San Francisco, CA |
Q4 2021 |
45 |
$411M |
FURE FINANCIAL CORP |
Bloomington, MN |
Q3 2022 |
34 |
$122M |
Fusion Capital, LLC |
Mt. Pleasant, SC |
Q3 2024 |
76 |
$233M |
Fusion Family Wealth LLC |
Woodbury, NY |
Q3 2024 |
43 |
$1.09B |
Fusion Investment Group, LLC |
Pittsburgh, PA |
Q4 2015 |
72 |
$37.3M |
Future Financial Wealth Managment LLC |
Cincinnati, OH |
Q3 2024 |
469 |
$140M |
Future Fund LLC |
Chicago, IL |
Q3 2024 |
30 |
$34.6M |
Futuris Asset Management AB |
Stockholm, Sweden |
Q2 2014 |
13 |
$145M |
F&V Capital Management, LLC |
Boca Raton, FL |
Q3 2024 |
53 |
$389M |
FWL INVESTMENT MANAGEMENT, LLC |
Dallas, TX |
Q3 2024 |
297 |
$261M |