All 1000 'M' SEC Investors

Institutional investment managers with at least $100 million in assets under management

Name Location Latest filing
MORGAN STANLEY New York, NY Q3 2025
Musk Elon Palo Alto, CA
MASSACHUSETTS FINANCIAL SERVICES CO /MA/ Boston, MA Q3 2025
MILLS KEVIN J Fremont, CA
Mitsubishi UFJ Asset Management Co., Ltd. Tokyo, Japan Q3 2025
MILLENNIUM MANAGEMENT LLC New York, NY Q3 2025
MANUFACTURERS LIFE INSURANCE COMPANY, THE Canada, Ontario, Canada Q3 2025
MARSHALL WACE, LLP London, United Kingdom Q3 2025
MACQUARIE GROUP LTD Sydney, Nsw 2000, Australia Q3 2025
Mastercard Foundation Toronto, Ontario, Canada Q3 2025
MACKENZIE FINANCIAL CORP Toronto Ontario, Ontario, Canada Q3 2025
Mariner, LLC Overland Park, KS Q3 2025
Malloy Lavell Juan II Verona, NJ
MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. Causeway Bay, Hong Kong Q3 2025
MITSUBISHI UFJ FINANCIAL GROUP INC Tokyo, Japan Q3 2025
MERCER GLOBAL ADVISORS INC /ADV Denver, CO Q3 2025
Man Group plc London, United Kingdom Q3 2025
Mitsubishi UFJ Trust & Banking Corp Tokyo, Japan Q3 2025
Mastercard Foundation Asset Management Corp Toronto, Ontario, Canada Q3 2025
MML INVESTORS SERVICES, LLC Springfield, MA Q3 2025
Mirae Asset Global Investments Co., Ltd. Seoul, Korea, Republic of Q3 2025
M&T BANK CORP Buffalo, NY Q3 2025
MetLife Investment Management, LLC Whippany, NJ Q3 2025
MENORA MIVTACHIM HOLDINGS LTD. Ramat Gan, Israel Q3 2025
Mawer Investment Management Ltd. Calgary, Alberta, Canada Q3 2025
M&G Plc London, United Kingdom Q3 2025
Mubadala Investment Co PJSC Abu Dhabi, United Arab Emirates Q3 2025
Manufacturers Life Reinsurance Ltd St Michael, Barbados
Magnetar Financial LLC Evanston, IL Q3 2025
MAI Capital Management Independence, OH Q3 2025
Mn Services Vermogensbeheer B.V. The Hague, Netherlands Q3 2025
MUNDER CAPITAL MANAGEMENT Birmingham, MI Q3 2014
MONETA GROUP INVESTMENT ADVISORS LLC St Louis, MO Q3 2025
MARKEL GROUP INC. Glen Allen, VA Q3 2025
Merit Financial Group, LLC Alpharetta, GA Q3 2025
MAIRS & POWER INC St Paul, MN Q3 2025
MATHER GROUP, LLC. Chicago, IL Q3 2025
Mirova US LLC Boston, MA Q3 2025
Mediolanum International Funds Ltd Dublin 1, Ireland Q3 2025
MUTUAL OF AMERICA CAPITAL MANAGEMENT LLC New York, NY Q3 2025
Migdal Insurance & Financial Holdings Ltd. Petach Tikva, Israel Q3 2025
Madison Asset Management, LLC Madison, WI Q3 2025
Manning & Napier Group, LLC Fairport, NY Q1 2024
Municipal Employees' Retirement System of Michigan Lansing, MI Q3 2025
Modera Wealth Management, LLC Westwood, NJ Q3 2025
MONTRUSCO BOLTON INVESTMENTS INC. Montreal, Quebec, Canada Q3 2025
Magellan Asset Management Ltd Sydney, Australia Q3 2025
Marex Group plc London Q3 2025
MARRIOTT J W JR Bethesda, MD
MANNING & NAPIER ADVISORS LLC Fairport, NY Q3 2025
Midwest Trust Co Overland Park, KS Q3 2025
MAVERICK CAPITAL LTD Dallas, TX Q3 2025
MEITAV INVESTMENT HOUSE LTD Bene Beraq, Israel Q3 2025
Marriott David S Bethesda, MD
Miracle Mile Advisors, LLC Los Angeles, CA Q3 2025
MURDOCH LACHLAN K New York, NY
MADISON INVESTMENT HOLDINGS INC Madison, WI Q3 2019
Marchetti Kevin Patrick Novi, MI
Mondrian Investment Partners LTD London, United Kingdom Q3 2025
MARSHFIELD ASSOCIATES Washington, DC Q3 2025
Mesirow Financial Investment Management, Inc. Chicago, IL Q3 2025
Meridiem Investment Management Ltd. London, United Kingdom Q3 2025
Meadow Creek Investment Management LLC Atlanta, GA Q3 2019
Modern Wealth Management, LLC Lenexa, KS Q3 2025
MOORE CAPITAL MANAGEMENT, LP New York, NY Q3 2025
MIZUHO SECURITIES USA LLC New York, NY Q3 2025
Mantle Ridge LP New York, NY Q3 2025
MFN Partners Management, LP Boston, MA Q3 2025
MISSION WEALTH MANAGEMENT, LP Santa Barbara, CA Q3 2025
Marriott Juliana B. Bethesda, MD
Mill Creek Capital Advisors, LLC Conshohocken, PA Q3 2025
Maryland State Retirement & Pension System Baltimore, MD Q3 2025
MIZUHO MARKETS AMERICAS LLC New York, NY Q3 2025
MIZUHO SECURITIES USA LLC New York, NY Q1 2025
Mutual Advisors, LLC Omaha, NE Q3 2025
MGO ONE SEVEN LLC Beachwood, OH Q3 2025
Metis Global Partners, LLC San Diego, CA Q3 2025
Millburn Ridgefield LLC /DE/ New York, NY Q3 2025
Merewether Investment Management, LP Dallas, TX Q3 2025
MD Financial Management Inc. Ottawa, Ontario, Canada Q4 2021
Munich Reinsurance Co Stock Corp in Munich Munich Q3 2025
MUFG Securities EMEA plc London, United Kingdom Q3 2025
MARTINGALE ASSET MANAGEMENT L P Boston, MA Q3 2025
MassMutual Private Wealth & Trust, FSB Windsor, CT Q3 2025
MARSICO CAPITAL MANAGEMENT LLC Denver, CO Q3 2025
Munro Partners Melbourne, Australia Q3 2025
MUFG SECURITIES (CANADA), LTD. New York, NY Q3 2025
MFN Partners, LP Boston, MA
Meritage Group LP San Francisco, CA Q3 2025
Meiji Yasuda Life Insurance Co Tokyo, Japan Q3 2025
MJH Partners II LLC Miami, FL
MASSACHUSETTS MUTUAL LIFE INSURANCE CO Springfield, MA Q3 2025
Moran Wealth Management, LLC Naples, FL Q3 2025
MILLER HOWARD INVESTMENTS INC /NY Kingston, NY Q3 2025
Metropolis Capital Ltd Amersham, United Kingdom Q3 2025
MEYER HANDELMAN CO Rye Brook, NY Q3 2025
MUFG Bank, Ltd. Tokyo 100 8388,, Japan Q3 2025
MJR Foundation LLC New York, NY
MSI Financial Services Inc Springfield, MA Q4 2016
Members Trust Co Tampa, FL Q3 2025
Matson Money. Inc. Mason, OH Q3 2025
MACKAY SHIELDS LLC New York, NY Q3 2025
Maj Invest Holding A/S Copenhagen K, Denmark Q3 2025
Makan Divesh San Francisco, CA
MILLER STUART A Miami, FL
Morningstar Investment Management LLC Chicago, IL Q3 2025
Marathon Asset Management Ltd London Q3 2025
Main Management ETF Advisors, LLC San Francisco, CA Q3 2025
Meridian Wealth Management, LLC Lexington, KY Q3 2025
Monroe James III Milpitas, CA
Maple Rock Capital Partners Inc. Toronto, Ontario, Canada Q3 2025
MKP Capital Management, L.L.C. New York, NY Q3 2025
Michael & Susan Dell Foundation New York, NY Q3 2025
Motley Fool Asset Management LLC Alexandria, VA Q3 2025
Merriman Wealth Management, LLC Seattle, WA Q4 2024
Moors & Cabot, Inc. Boston, MA Q3 2025
MIRAE ASSET SECURITIES (USA) INC. New York, NY Q3 2025
MONTAG A & ASSOCIATES INC Atlanta, GA Q3 2025
MUNGER CHARLES T Los Angeles, CA
Meeder Advisory Services, Inc. Dublin, OH Q3 2025
Money Design Co.,Ltd. Tokyo, Japan Q2 2025
MANE GLOBAL CAPITAL MANAGEMENT LP New York, NY Q3 2025
MALONE MARY ALICE Coatesville, PA
Meiji Yasuda Asset Management Co Ltd. Tokyo, Japan Q3 2025
MAPLELANE CAPITAL, LLC New York, NY Q3 2025
MASECO LLP London Q3 2025
Madrone Advisors, LLC Menlo Park, CA Q3 2025
McAdam, LLC Philadelphia, PA Q3 2025
MAINSTAY CAPITAL MANAGEMENT LLC /ADV Grand Blanc, MI Q2 2025
Mason Investment Advisory Services, Inc. Reston, VA Q3 2025
Milestone Resources Group Ltd Road Town Tortola, Virgin Islands, British Q3 2025
Murray Jason Hulse Farmington, UT
Misto Holdings Corp. Seoul
Medpace Investors, LLC Cincinnati, OH
McKinley Carter Wealth Services, Inc. Wheeling, WV Q3 2025
Mansueto Joseph D Chicago, IL
McBee Brannin Livingston, NJ
MIDLAND WEALTH ADVISORS LLC Effingham, IL Q3 2025
MOODY LYNN & LIEBERSON, LLC Boston, MA Q3 2025
Main Street Research LLC Lakeville, CT Q3 2025
MOGY JOEL R INVESTMENT COUNSEL INC Beverly Hills, CA Q3 2025
Mariner Wealth Advisors-Cincinnati, LLC Cincinnati, OH Q3 2018
Maren Capital LLC Chicago, IL Q3 2025
McAdams Wright Ragen, Inc. Seattle, WA Q3 2014
MIAU MATTHEW Fremont, CA
MEEDER ASSET MANAGEMENT INC Dublin, OH Q3 2025
MVM Partners LLP London, United Kingdom Q3 2023
Malone Mary Alice Dorrance JR Camden, NJ
Madison Avenue Partners, LP New York, NY Q3 2025
MCF Advisors LLC Covington, KY Q3 2025
MONEY CONCEPTS CAPITAL CORP Palm Beach Gardens, FL Q3 2025
MCDONALD CAPITAL INVESTORS INC/CA Orinda, CA Q3 2025
Main Street Financial Solutions, LLC Newtown, PA Q3 2025
MUFG SECURITIES AMERICAS INC. New York, NY Q3 2025
Mohan Jitendra Santa Clara, CA
Maple Capital Management, Inc. Montpelier, VT Q3 2025
MERITAGE PORTFOLIO MANAGEMENT Overland Park, KS Q3 2025
MID ATLANTIC FINANCIAL MANAGEMENT INC/ADV Pittsburgh, PA Q3 2021
Motley Fool Wealth Management, LLC Alexandria, VA Q3 2025
Maple-Brown Abbott Ltd Barangaroo, Australia Q1 2025
MEHTA NEIL Orinda, CA
Meridiem Capital Partners LP Dallas, TX Q3 2025
Mondelez International, Inc. Chicago, IL
MSD CAPITAL L P New York, NY Q3 2025
MILLER ALAN B King Of Prussia, PA
MAS JORGE Coral Gables, FL
Main Management LLC San Francisco, CA Q3 2025
MALONE JOHN C Englewood, CO
MANGROVE PARTNERS IM, LLC Greenwich, CT Q3 2025
Mill Capital Management, LLC Concord, NC Q3 2025
Mmobousi Dozy Radlett, United Kingdom
MARCO INVESTMENT MANAGEMENT LLC Atlanta, GA Q3 2025
Mesirow Institutional Investment Management, Inc. Chicago, IL Q4 2024
MM Asset Management Holding LLC Springfield, MA
Man Investments Ltd London, United Kingdom Q2 2014
Moss Adams Wealth Advisors LLC Seattle, WA Q3 2025
Magnus Financial Group LLC New York, NY Q3 2025
MCDANIEL TERRY & CO Austin, TX Q3 2025
Mhatre Ravi Menlo Park, CA
Mithaq Capital SPC Al Malqa, Riyadh, Saudi Arabia Q3 2025
M.D. Sass, LLC New York, NY Q3 2025
Majedie Asset Management Ltd London, United Kingdom Q1 2022
Maryland Capital Management Towson, MD Q3 2022
MONECO Advisors, LLC Fairfield, CT Q3 2025
MOODY NATIONAL BANK TRUST DIVISION Galveston, TX Q3 2025
MERRIMAN DWIGHT A New York, NY
Mizuho Markets Cayman LP Grand Cayman, Cayman Islands Q3 2025
Marcum Wealth, LLC Cleveland, OH Q1 2025
MEANS INVESTMENT CO., INC. Bangor, ME Q3 2025
MAR VISTA INVESTMENT PARTNERS LLC Los Angeles, CA Q3 2025
MBL Wealth, LLC Charlotte, NC Q3 2025
MMBG INVESTMENT ADVISORS CO. Miami, FL Q3 2025
MOTCO San Antonio, TX Q3 2025
MATRIX ASSET ADVISORS INC/NY White Plains, NY Q3 2025
Marks Group Wealth Management, Inc Minnetonka, MN Q3 2025
Moret Blake D. Milwaukee, WI
Malka Meyer Palo Alto, CA Q3 2025
MIRABELLA FINANCIAL SERVICES LLP London, United Kingdom Q3 2025
Main Management Fund Advisors LLC San Francisco, CA Q3 2025
MASTERINVEST Kapitalanlage GmbH Vienna Q3 2025
MHR FUND MANAGEMENT LLC New York, NY Q3 2025
Miller Investment Management, LP West Conshohocken, PA Q3 2025
MONOGRAPH WEALTH ADVISORS, LLC Manhattan Beach, CA Q3 2025
Madison Dearborn Capital Partners VI-A, L.P. Chicago, IL
MARK ASSET MANAGEMENT LP New York, NY Q3 2025
MV CAPITAL MANAGEMENT, INC. Bethesda, MD Q2 2025
MAKENA CAPITAL MANAGEMENT LLC Menlo Park, CA Q3 2025
McIlrath & Eck, LLC Arlington, WA Q3 2025
MASON STREET ADVISORS, LLC Milwaukee, WI Q3 2025
MayTech Global Investments, LLC New York, NY Q3 2025
Marble Harbor Investment Counsel, LLC Boston, MA Q3 2025
Manulife (International) Ltd Kwun Tong Kowloon, Hong Kong
METEORA CAPITAL, LLC Boca Raton, FL Q3 2025
MIDDLETON & CO INC/MA Boston, MA Q3 2025
MASSACHUSETTS INSTITUTE OF TECHNOLOGY Cambridge, MA Q3 2025
Mahdessian Ara Glendale, CA
MADAR JEAN New York, NY
Meister Keith A. New York, NY
Mizuho Bank, Ltd. Tokyo, Japan Q3 2025
Morningside Venture Investments Ltd Newton Centre, MA
McMullen William Wallace Houston, TX
McGuire Investment Group, LLC Wakefield, RI Q3 2025
MEGACHIPS CORP /FI Osaka, Japan
Minneapolis Portfolio Management Group, LLC Wayzata, MN Q3 2025
MMCAP International Inc. SPC Grand Cayman, Cayman Islands Q3 2025
MAK CAPITAL ONE LLC New York, NY Q3 2025
MOSAIC FAMILY WEALTH PARTNERS, LLC St. Louis, MO Q3 2025
MASTRAPASQUA ASSET MANAGEMENT INC Nashville, TN Q3 2023
MCCONNELL JOHN P/OH Columbus, OH
MATTERN CAPITAL MANAGEMENT, LLC Lakewood, CO Q3 2025
Moisand Fitzgerald Tamayo, LLC Orlando, FL Q3 2025
Moskovitz Dustin A. San Francisco, CA
Moloney Securities Asset Management, LLC Manchester, MO Q3 2025
Morgan Stanley Institutional Investment Advisors LLC Greenwood Village, CO Q3 2025
MidWestOne Financial Group, Inc. Iowa City, IA Q3 2025
Marietta Wealth Management, LLC Marietta, GA Q3 2025
MAFFEI GREGORY B Englewood, CO
Mikitani Hiroshi Tokyo, Japan
MANAGED ASSET PORTFOLIOS, LLC Rochester, MI Q3 2025
Medicxi Ventures Management (Jersey) Ltd St. Helier, Jersey Q3 2025
McGowan Group Asset Management, Inc. Dallas, TX Q3 2025
MMMK Development, Inc. Cerritos, CA
Mark & Robyn Jones Descendants Trust 2014 Westlake, TX
Mint Tower Capital Management B.V. Amsterdam, Netherlands Q3 2025
MENDELSON ERIC A
Mayflower Financial Advisors, LLC Boston, MA Q3 2025
MAJOROS GEORGE L. Jr. New York, NY
MENDELSON LAURANS A
Morfit G Mason San Francisco, CA
Mangal Ajay San Jose, CA
Manchester Global Management (UK) Ltd London, United Kingdom Q3 2025
MJP ASSOCIATES INC /ADV Farmington, CT Q3 2025
Millstreet Capital Management LLC Boston, MA Q3 2025
McKelvey James Morgan Jr. Miami, FL
MBB PUBLIC MARKETS I LLC Chicago, IL Q3 2025
Melqart Asset Management (UK) Ltd London, United Kingdom Q3 2025
Monarch Alternative Capital LP New York, NY Q3 2025
MainStreet Investment Advisors LLC Chicago, IL Q3 2025
Manchester Capital Management LLC Manchester, VT Q3 2025
MARXE AUSTIN W & GREENHOUSE DAVID M New York, NY Q3 2014
Meridian Wealth Partners, LLC Exton, PA Q3 2025
MURPHY CAPITAL MANAGEMENT INC Bedminster, NJ Q2 2022
Mark Evan Jones, Jr. Family Trust 2014 Westlake, TX
McGlone Suttner Wealth Management, Inc. Appleton, WI Q3 2025
MCMAHON VINCENT K Stamford, CT
Mechanics Bank Trust Department Walnut Creek, CA Q3 2025
MIROVA Paris, France Q2 2025
MUSSAFER DAVID M Boston, MA
Mirador Capital Partners LP Pleasanton, CA Q3 2025
Mente Michael Cerritos, CA
Meridian Wealth Advisors, LLC Austin, TX Q3 2025
Mehta Apoorva Palo Alto, CA
Myriad Asset Management Ltd. North Point, Hong Kong Q1 2022
Mivtachim The Workers Social Insurance Fund Ltd. (Under Special Management) Tel Aviv, Israel Q3 2025
MOROUN MATTHEW T Warren, MI
MIG Capital, LLC Newport Beach, CA Q3 2025
MALTESE CAPITAL MANAGEMENT LLC New York, NY Q3 2025
Marquette Asset Management, LLC Minneapolis, MN Q3 2025
MENDELSON VICTOR H
MCMORGAN & CO LLC San Francisco, CA Q3 2025
Musk Kimbal Palo Alto, CA
Montecito Bank & Trust Santa Barbara, CA Q3 2025
Mraz, Amerine & Associates, Inc. Modesto, CA Q3 2025
MOUNTAIN PACIFIC INVESTMENT ADVISERS LLC Boise, ID Q3 2025
Matrix Trust Co Denver, CO Q3 2025
Maridea Wealth Management LLC Brooklyn, NY Q3 2025
MAGNOLIA GROUP, LLC Omaha, NE Q3 2025
MARKET STREET WEALTH MANAGEMENT ADVISORS LLC Indianapolis, IN Q3 2025
MATAURO, LLC New York, NY Q3 2025
Mach-1 Financial Group, LLC Rogers, AR Q3 2025
MASTERS CAPITAL MANAGEMENT LLC Atlanta, GA Q3 2025
MITCHELL MCLEOD PUGH & WILLIAMS INC Mobile, AL Q3 2025
MCKIM ALAN S
MPM BioImpact LLC Boston, MA Q3 2025
Morton Capital Management LLC/CA Calabasas, CA Q3 2025
McKinnon Todd San Francisco, CA
Manufacturers Life Insurance Co (Bermuda Branch) Hamilton, Bermuda
MA Private Wealth San Carlos, CA Q3 2025
Maia Wealth LLC Denver, CO Q3 2025
Matthew Goff Investment Advisor, LLC Houston, TX Q3 2025
McMillon C Douglas Bentonville, AR
MITCHELL CAPITAL MANAGEMENT CO Leawood, KS Q3 2025
MCREYNOLDS JOHN W Dallas, TX
Manitou Investment Management Ltd. Toronto, Ontario, Canada Q3 2025
MCKINLEY CAPITAL MANAGEMENT LLC Anchorage, AK Q2 2024
Martel Wealth Advisors Inc Vancouver, WA Q3 2025
Machina Capital S.A.S. Paris, France Q3 2025
Mountain Capital Investment Advisors Inc. Westminster, CO Q3 2025
Moment Partners, LLC San Francisco, CA Q3 2025
MASON CAPITAL MANAGEMENT LLC New York, NY Q3 2025
MARTIN & CO INC /TN/ Knoxville, TN Q3 2025
MARINO, STRAM & ASSOCIATES LLC Braintree, MA Q3 2025
Main Street Banking Partners LP Oklahoma City, OK
McNamara Financial Services, Inc. Marshfield, MA Q3 2025
Marotta Asset Management Charlottesville, VA Q3 2025
MILESTONE ASSET MANAGEMENT, LLC Pittsburgh, PA Q3 2025
MOODY ALDRICH PARTNERS LLC Marblehead, MA Q3 2025
MARCUS GEORGE M San Mateo, CA
Maven Securities LTD St Helier, Jersey Q3 2025
Manufacturers Life Insurance Co (Barbados Branch) St. Michael, Barbados
MARIETTA INVESTMENT PARTNERS LLC Milwaukee, WI Q3 2025
Murchinson Ltd. Toronto, Ontario, Canada Q3 2025
Marshall Financial Group, LLC Hunt Valley, MD Q3 2025
MinichMacGregor Wealth Management, LLC Saratoga Springs, NY Q3 2025
Mengis Capital Management, Inc. Portland, OR Q3 2025
Madison Wealth Partners, Inc Madison, WI Q3 2025
MCRAE CAPITAL MANAGEMENT INC Morristown, NJ Q3 2025
M & L Capital Management Ltd London, United Kingdom Q3 2025
Morse Asset Management, Inc Darien, CT Q3 2025
Mattern Wealth Management LLC Lawrence, KS Q3 2025
MIC Capital Management UK LLP London, United Kingdom Q3 2025
MANCHESTER FINANCIAL INC Westlake Village, CA Q3 2025
Mission Creek Capital Partners, Inc. San Francisco, CA Q3 2025
Mason & Associates Inc Los Angeles, CA Q3 2025
M. Kulyk & Associates, LLC Decatur, GA Q3 2025
McLean Asset Management Corp Tysons, VA Q3 2025
MOLLER WEALTH PARTNERS Northfield, IL Q3 2025
Maxi Investments CY Ltd Limassol, Cyprus Q3 2025
MACGUIRE, CHESWICK & TUTTLE INVESTMENT COUNSEL LLC Darien, CT Q4 2018
MADISON WEALTH MANAGEMENT Cincinnati, OH Q3 2023
Manhattan West Asset Management, LLC Los Angeles, CA Q3 2025
MICEK JOHN Palo Alto, CA
M Holdings Securities, Inc. Portland, OR Q3 2025
Moskowitz Paul G Boston, MA
McPherson James Austin Hazelhurst, GA
MAGNETAR STRUCTURED CREDIT FUND LP Evanston, IL
Maytus Capital Management, LLC New York, NY Q3 2025
McCutchen Group LLC Seattle, WA Q3 2022
Mudrick Capital Management, L.P. New York, NY Q3 2025
Mizuho Asset Management Co.,Ltd. Tokyo, Japan Q3 2016
MAYPORT, LLC Newton, MA Q3 2025
MFA WEALTH ADVISORS, LLC Pittsburgh, PA Q3 2025
MILLETT MARK D Fort Wayne, IN
MONTAG & CALDWELL, LLC Atlanta, GA Q2 2025
M&R CAPITAL MANAGEMENT INC Summit, NJ Q3 2024
Mascoma Wealth Management LLC Hanover, NH Q3 2025
Madrona Financial Services, LLC Everett, WA Q3 2025
Monument & Cathedral Holdings, LLC Baltimore, MD
Miramar Capital, LLC Northbrook, IL Q3 2025
Mystic Asset Management, Inc. Warwick, RI Q3 2025
MAS JOSE RAMON Coral Gables, FL
Murphy Robert C. Santa Monica, CA
McCarthy & Cox Marysville, OH Q3 2025
MARATHON CAPITAL MANAGEMENT Hunt Valley, MD Q3 2025
MONETARY MANAGEMENT GROUP INC St Louis, MO Q3 2025
ML & R WEALTH MANAGEMENT LLC Austin, TX Q1 2024
Montis Financial, LLC Waltham, MA Q3 2025
MYCIO WEALTH PARTNERS, LLC Philadelphia, PA Q3 2025
MORTON COMMUNITY BANK East Peoria, IL Q3 2025
MATTHEWS INTERNATIONAL CAPITAL MANAGEMENT LLC San Francisco, CA Q3 2025
Medina Value Partners, LLC Los Angeles, CA Q3 2025
Model Capital Management LLC Wellesley, MA Q1 2022
McElhenny Sheffield Capital Management, LLC Dallas, TX Q3 2025
Marion Wealth Management Monroeville, PA Q3 2025
MDP Global Investors II Ltd Chicago, IL Q1 2017
Mandatum Life Insurance Co Ltd Helsinki, Finland Q3 2025
Mattson Financial Services, LLC Kentwood, MI Q3 2025
Manulife (Singapore) Pte. Ltd. Singapore, Singapore
MilWealth Group LLC Milwaukee, WI Q3 2025
Midwest Professional Planners, LTD. Wausau, WI Q3 2025
MONARCH CAPITAL MANAGEMENT INC Fort Wayne, IN Q3 2025
Matarin Capital Management, LLC New York, NY Q4 2020
MERIDIAN INVESTMENT COUNSEL INC. Lafayette, CA Q3 2025
MBM WEALTH CONSULTANTS, LLC Chesterfield, MO Q3 2025
Milestone Investment Advisors LLC Middleton, WI Q3 2025
Miller Marc D King Of Prussia, PA
Montanaro Asset Management Ltd London, United Kingdom Q3 2025
MSA Advisors, LLC Santa Monica, CA Q3 2025
Monument Capital Management Alexandria, VA Q3 2025
Mason & Associates, LLC Newport News, VA Q3 2025
Martin Investment Management, LLC Palm Beach Gardens, FL Q3 2025
Mezzasalma Advisors, LLC Tinton Falls, NJ Q3 2025
Minot Wealth Management LLC Westwood, MA Q2 2022
MDE Group Morristown, NJ Q1 2015
Mohn Frederik Wilhelm Steinhausen, Switzerland
MorganRosel Wealth Management, LLC Highlands Ranch, CO Q3 2025
Mosaic Family Wealth, LLC St. Louis, MO Q4 2021
MAGNOLIA CAPITAL ADVISORS LLC Ridgeland, MS Q3 2025
Mokosak Advisory Group, LLC Urbandale, IA Q3 2025
Multicoin Capital Management, LLC Austin, TX Q3 2025
Marino Management, LLC Westport, CT Q1 2021
MANAGED ACCOUNT SERVICES INC Coconut Grove, FL Q3 2021
MAKOWER JOSHUA Mountain View, CA
MPS Loria Financial Planners, LLC Burr Ridge, IL Q3 2025
Magnitude Capital, LLC New York, NY Q3 2025
MERIDIAN MANAGEMENT CO Little Rock, AR Q3 2025
MSH Capital Advisors LLC Scottsdale, AZ Q3 2025
Mitrani Albert Miami Beach, FL
MITRANI MARIA INES Miami, FL
Measured Wealth Private Client Group, LLC Portsmouth, NH Q3 2025
MUHLENKAMP & CO INC Wexford, PA Q3 2025
Modus Advisors, LLC Excelsior, MN Q3 2025
MINDSET WEALTH MANAGEMENT, LLC Indianapolis, IN Q3 2025
MANCHESTER KEITH S London, United Kingdom
MARSHALL FINANCIAL GROUP INC /ADV Doylestown, PA Q3 2025
Makhzoumi Mohamad Menlo Park, CA
M. Kraus & Co Shelburne, VT Q3 2025
Mathers Edward T Gaithersburg, MD
MGB Wealth Management, LLC Addison, TX Q3 2025
MINOT CAPITAL, LP Broomfield, CO Q3 2024
M3F, Inc. Salt Lake City, UT Q3 2025
McMill Wealth Management Norfolk, NE Q3 2025
McCollum Christoferson Group LLC Amherst, NY Q3 2025
Morton Brown Family Wealth, LLC Allentown, PA Q3 2025
Mudita Advisors LLP London, United Kingdom Q3 2025
MUSSALLEM MICHAEL A Irvine, CA
Main Street Group, LTD Glen Allen, VA Q3 2025
METROPOLITAN LIFE INSURANCE CO/NY New York, NY Q3 2025
May Hill Capital, LLC Cohasset, MA Q3 2025
Monterey Private Wealth, Inc. Monterey, CA Q1 2025
Monarch Partners Asset Management LLC Boston, MA Q4 2022
Missouri Trust & Investment Co Springfield, MO Q3 2025
MCDONALD PARTNERS LLC Cleveland, OH Q3 2025
MYDA Advisors LLC Woodmere, NY Q3 2025
MILGRIM BRETT N Dallas, TX
MOSELEY INVESTMENT MANAGEMENT INC Bradenton, FL Q3 2025
MADDEN SECURITIES Corp Dallas, TX Q3 2025
Manske Wealth Management Houston, TX Q3 2025
Merk Investments LLC Menlo Park, CA Q3 2025
Matthew 25 Management Corp Ambler, PA Q3 2025
Mowry Kathleen Tulsa, OK
Marks Wealth, LLC Annapolis, MD Q3 2025
MURDOCH JAMES R New York, NY
MARINER INVESTMENT GROUP LLC Harrison, NY Q3 2025
MVM Partners, LLC Boston, MA Q3 2025
Maestria Partners LLC Atlanta, GA Q3 2025
Meredith Wealth Planning Maryville, IL Q3 2025
MTM Investment Management, LLC Spartanburg, SC Q3 2025
Mirabaud & Cie SA Geneva, Switzerland Q3 2025
Matrix Capital Management Company, LP Portsmouth, NH Q3 2025
MARCIANO MAURICE Los Angeles, CA
MUHLEISEN ANGIE Lincoln, NE
Morling Financial Advisors, LLC Fremont, CA Q3 2025
Mango Five Family, Inc. Reno, NV Q1 2024
MMA ASSET MANAGEMENT LLC Conshohocken, PA Q3 2025
MONROE BANK & TRUST/MI Monroe, MI Q2 2019
McKay Christopher San Francisco, CA
MDV Management Company, L.L.C. Menlo Park, CA Q4 2014
Mironov Jason Boston, MA
Meritech Capital Associates V L.L.C. Palo Alto, CA Q3 2025
Mass Ave Global Inc. New York, NY Q4 2022
Manatuck Hill Partners, LLC Westport, CT Q3 2025
Morse Robert Randolph New York, NY
Musselman William Austin Jr Louisville, KY
MAYFIELD XIV, A CAYMAN ISLANDS EXEMPTED LIMITED PARTNERSHIP Menlo Park, CA
Milestones Administradora de Recursos Ltda. Jaragua Do Sul, Brazil Q3 2025
MONTGOMERY INVESTMENT MANAGEMENT INC Rockville, MD Q3 2025
Members Advisory Group LLC Williamsville, NY Q3 2025
Midwest Heritage Bank, FSB West Des Moines, IA Q3 2025
McVey Richard M New York, NY
Metavasi Capital LP Larchmont, NY Q3 2025
Merck & Co., Inc. Rahway, NJ Q3 2025
My Legacy Advisors, LLC Bend, OR Q2 2025
MARYLAND CAPITAL ADVISORS INC. Chester, MD Q3 2025
Massar Capital Management, LP Stamford, CT Q3 2025
Mount Capital Ltd London, United Kingdom Q3 2025
Mathes Company, Inc. New York, NY Q3 2025
McDermott William R Santa Clara, CA
MORRIS FINANCIAL CONCEPTS, INC. Mount Pleasant, SC Q3 2025
MNUCHIN STEVEN T Washington, DC
Malaga Cove Capital, LLC Pv Estates, CA Q3 2025
Matteson Mark R Dothan, AL
Motive Capital Fund I GP, LP New York, NY Q4 2020
McKie Michael Joseph Houston, TX
MCG7 Capital Inc. Vancouver, British Columbia, Canada
MILLER VALUE PARTNERS, LLC Sarasota, FL Q3 2025
Marble Holdings, LLC Wilmington, DE Q4 2017
Monte Financial Group, LLC Guilford, CT Q3 2025
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