| M28 Capital Management LP |
Stamford, CT |
Q3 2024 |
11 |
$91M |
| M3 Advisory Group, LLC |
Needham Heights, MA |
Q3 2024 |
152 |
$136M |
| M3F, Inc. |
Salt Lake City, UT |
Q3 2024 |
29 |
$325M |
| MACGUIRE, CHESWICK & TUTTLE INVESTMENT COUNSEL LLC |
Darien, CT |
Q4 2018 |
95 |
$477M |
| Mach-1 Financial Group, LLC |
Rogers, AR |
Q3 2024 |
88 |
$163M |
| Machina Capital S.A.S. |
Paris, France |
Q3 2024 |
273 |
$251M |
| MACKAY SHIELDS LLC |
New York, NY |
Q3 2024 |
144 |
$3.65B |
| MACKENZIE FINANCIAL CORP |
Toronto Ontario, Ontario, Canada |
Q3 2024 |
1573 |
$71.9B |
| MACNEALY HOOVER INVESTMENT MANAGEMENT INC |
Canton, OH |
Q3 2019 |
67 |
$124M |
| MACQUARIE GROUP LTD |
Sydney, Nsw 2000, Australia |
Q3 2024 |
1651 |
$92.6B |
| MACRO Consulting Group |
Parsippany, NJ |
Q2 2021 |
102 |
$194M |
| MACROVIEW INVESTMENT MANAGEMENT LLC |
Bethesda, MD |
Q3 2024 |
583 |
$102M |
| Madden Advisory Services, Inc. |
Jacksonville, FL |
Q3 2024 |
100 |
$218M |
| MADDEN SECURITIES Corp |
Dallas, TX |
Q3 2024 |
106 |
$232M |
| Mader & Shannon Wealth Management, Inc. |
Kansas City, MO |
Q3 2024 |
15 |
$172M |
| Madison Asset Management, LLC |
Madison, WI |
Q3 2024 |
328 |
$8.89B |
| Madison Avenue Partners, LP |
New York, NY |
Q3 2024 |
25 |
$1.08B |
| MADISON DEARBORN PARTNERS LLC |
Chicago, IL |
Q3 2017 |
1 |
$1.51B |
| Madison International Global Alpha Realty, LP |
New York, NY |
Q3 2017 |
12 |
$25.9M |
| Madison International Realty Holdings, LLC |
New York, NY |
Q3 2024 |
2 |
$206M |
| MADISON INVESTMENT HOLDINGS INC |
Madison, WI |
Q3 2019 |
283 |
$6.16B |
| Madison Park Capital Advisors, LLC |
Seattle, WA |
Q3 2024 |
75 |
$133M |
| Madison Scottsdale, LC |
Scottsdale, AZ |
Q4 2013 |
25 |
$109M |
| Madison Street Partners, LLC |
Denver, CO |
Q4 2015 |
4 |
$3.05M |
| MADISON WEALTH MANAGEMENT |
Cincinnati, OH |
Q3 2023 |
151 |
$476M |
| Madison Wealth Partners, Inc |
Madison, WI |
Q3 2024 |
148 |
$338M |
| MAD RIVER INVESTORS |
Boston, MA |
Q3 2024 |
26 |
$180M |
| Madrona Financial Services, LLC |
Everett, WA |
Q3 2024 |
113 |
$360M |
| MADRONA FUNDS, LLC |
Everett, WA |
Q3 2019 |
58 |
$136M |
| Madrona Venture Group, LLC |
Seattle, WA |
Q3 2024 |
4 |
$74.6M |
| Madrone Advisors, LLC |
Menlo Park, CA |
Q3 2024 |
6 |
$626M |
| Madryn Asset Management, LP |
New York, NY |
Q3 2023 |
5 |
$36.1M |
| Madryn Select Opportunities, LP |
New York, NY |
Q4 2021 |
4 |
$150M |
| MAGEE THOMSON INVESTMENT PARTNERS LLC |
San Diego, CA |
Q1 2017 |
96 |
$259M |
| Magellan Asset Management Ltd |
Sydney, Australia |
Q3 2024 |
117 |
$10B |
| Magma Venture Partners General Partner Ltd. |
Tel Aviv, Israel |
Q3 2024 |
3 |
$131M |
| Magnetar Financial LLC |
Evanston, IL |
Q3 2024 |
503 |
$4.61B |
| Magnitude Capital, LLC |
New York, NY |
Q3 2024 |
1 |
$292M |
| MAGNOLIA CAPITAL ADVISORS LLC |
Jackson, MS |
Q3 2024 |
140 |
$200M |
| MAGNOLIA CAPITAL MANAGEMENT LTD |
Cold Spring, NY |
Q3 2024 |
71 |
$126M |
| MAGNOLIA GROUP, LLC |
Omaha, NE |
Q3 2024 |
9 |
$591M |
| Magnolia Wealth Management, LLC |
Dothan, AL |
Q3 2024 |
12 |
$141M |
| Magnus Financial Group LLC |
New York, NY |
Q3 2024 |
339 |
$984M |
| Maia Wealth LLC |
Denver, CO |
Q3 2024 |
273 |
$397M |
| MAI Capital Management |
Independence, OH |
Q3 2024 |
1064 |
$10.4B |
| Maiden Cove Capital, LLC |
Cape Elizabeth, ME |
Q3 2024 |
48 |
$49.8M |
| Main Line Retirement Advisors, LLC |
Whitefish, MT |
Q3 2024 |
37 |
$146M |
| Main Management ETF Advisors, LLC |
San Francisco, CA |
Q3 2024 |
150 |
$2.11B |
| Main Management Fund Advisors LLC |
San Francisco, CA |
Q3 2024 |
5 |
$583M |
| Main Management LLC |
San Francisco, CA |
Q3 2024 |
138 |
$1.22B |
| MAINSAIL ASSET MANAGEMENT, LLC |
Birmingham, AL |
Q3 2024 |
60 |
$135M |
| Mainsail Financial Group, LLC |
Bellevue, WA |
Q3 2024 |
50 |
$168M |
| MAINSAIL MANAGEMENT COMPANY, LLC |
Austin, TX |
Q3 2024 |
2 |
$69.3M |
| MAINSTAY CAPITAL MANAGEMENT LLC /ADV |
Grand Blanc, MI |
Q3 2024 |
111 |
$597M |
| Mainstream Capital Management LLC |
Los Angeles, CA |
Q3 2024 |
84 |
$118M |
| Main Street Financial Solutions, LLC |
Newtown, PA |
Q3 2024 |
517 |
$1.09B |
| Main Street Group, LTD |
Glen Allen, VA |
Q3 2024 |
785 |
$254M |
| MainStreet Investment Advisors LLC |
Chicago, IL |
Q3 2024 |
156 |
$752M |
| Main Street Research LLC |
Sausalito, CA |
Q3 2024 |
109 |
$1.59B |
| MAIRS & POWER INC |
St Paul, MN |
Q3 2024 |
228 |
$10.6B |
| Majedie Asset Management Ltd |
London, United Kingdom |
Q1 2022 |
85 |
$1.22B |
| Maj Invest Holding A/S |
Copenhagen K, Denmark |
Q3 2024 |
39 |
$3.77B |
| Makaira Partners LLC |
La Jolla, CA |
Q3 2024 |
12 |
$778M |
| MAK CAPITAL ONE LLC |
New York, NY |
Q3 2024 |
10 |
$489M |
| MAKENA CAPITAL MANAGEMENT LLC |
Menlo Park, CA |
Q3 2024 |
39 |
$416M |
| Malaga Cove Capital, LLC |
Pv Estates, CA |
Q3 2024 |
179 |
$249M |
| MALTESE CAPITAL MANAGEMENT LLC |
New York, NY |
Q3 2024 |
101 |
$618M |
| Maltin Wealth Management, Inc. |
Ridgewood, NJ |
Q3 2024 |
125 |
$205M |
| MANA Advisors LLC |
New York, NY |
Q3 2021 |
16 |
$3.06M |
| MANAGED ACCOUNT SERVICES INC |
Coconut Grove, FL |
Q3 2021 |
106 |
$380M |
| MANAGED ASSET PORTFOLIOS, LLC |
Rochester, MI |
Q3 2024 |
48 |
$708M |
| Manatuck Hill Partners, LLC |
Westport, CT |
Q3 2024 |
118 |
$264M |
| Manchester Capital Management LLC |
Manchester, VT |
Q3 2024 |
1174 |
$854M |
| MANCHESTER FINANCIAL INC |
Westlake Village, CA |
Q3 2024 |
110 |
$461M |
| Manchester Global Management (UK) Ltd |
London, United Kingdom |
Q3 2024 |
20 |
$620M |
| Mandatum Life Insurance Co Ltd |
Helsinki, Finland |
Q3 2024 |
84 |
$326M |
| MANE GLOBAL CAPITAL MANAGEMENT LP |
New York, NY |
Q3 2024 |
50 |
$1.43B |
| Mangham Associates,LLC |
Charlottesville, VA |
Q3 2023 |
14 |
$53.9M |
| Mango Five Family, Inc. |
Reno, NV |
Q1 2024 |
65 |
$301M |
| Mango Investments LLC |
Denver, CO |
Q1 2024 |
23 |
$135M |
| Man Group plc |
London, United Kingdom |
Q3 2024 |
1800 |
$35.3B |
| MANGROVE PARTNERS IM, LLC |
Greenwich, CT |
Q3 2024 |
161 |
$1.04B |
| Manhattan West Asset Management, LLC |
Los Angeles, CA |
Q3 2024 |
138 |
$387M |
| Manifold Partners, LLC |
San Francisco, CA |
Q2 2019 |
8 |
$10.4M |
| Man Investments Ltd |
London, United Kingdom |
Q2 2014 |
726 |
$1.29B |
| Manitou Investment Management Ltd. |
Toronto, Ontario, Canada |
Q3 2024 |
54 |
$526M |
| MANNING & NAPIER ADVISORS LLC |
Fairport, NY |
Q3 2024 |
292 |
$9.09B |
| Manning & Napier Group, LLC |
Fairport, NY |
Q1 2024 |
231 |
$8.76B |
| Manteio Capital LLC |
Jersey City, NJ |
Q3 2022 |
4 |
$1.05M |
| Mantle Ridge LP |
New York, NY |
Q3 2024 |
1 |
$851M |
| MANUFACTURERS LIFE INSURANCE COMPANY, THE |
Canada, Ontario, Canada |
Q3 2024 |
2997 |
$114B |
| Maple-Brown Abbott Ltd |
Barangaroo, Australia |
Q3 2024 |
16 |
$1.01B |
| Maple Capital Management, Inc. |
Montpelier, VT |
Q3 2024 |
111 |
$1.31B |
| MAPLELANE CAPITAL, LLC |
New York, NY |
Q3 2024 |
46 |
$858M |
| Maple Rock Capital Partners Inc. |
Toronto, Ontario, Canada |
Q3 2024 |
28 |
$1.76B |
| MA Private Wealth |
San Carlos, CA |
Q3 2024 |
71 |
$535M |
| MARATHON ASSET MANAGEMENT LP |
New York, NY |
Q3 2024 |
6 |
$138M |
| Marathon Asset Management Ltd |
London, United Kingdom |
Q3 2024 |
82 |
$3.62B |
| MARATHON CAPITAL MANAGEMENT |
Hunt Valley, MD |
Q3 2024 |
154 |
$412M |
| Marathon Partners Equity Management, LLC |
New York, NY |
Q4 2023 |
20 |
$64.2M |
| Marathon Strategic Advisors, LLC |
Pittsburgh, PA |
Q3 2024 |
37 |
$94.6M |
| Marathon Trading Investment Management LLC |
Radnor, PA |
Q3 2024 |
121 |
$215M |
| Marble Arch Investments, LP |
New York, NY |
Q2 2018 |
17 |
$82.3M |
| Marble Harbor Investment Counsel, LLC |
Boston, MA |
Q3 2024 |
210 |
$914M |
| Marble Holdings, LLC |
Wilmington, DE |
Q4 2017 |
1 |
$272M |
| Marcato Capital Management LP |
San Francisco, CA |
Q4 2019 |
1 |
$1.2M |
| March Altus Capital Management LP |
Greenwich, CT |
Q3 2016 |
11 |
$16M |
| Marcho Partners LLP |
London, United Kingdom |
Q3 2024 |
10 |
$286M |
| MARCO INVESTMENT MANAGEMENT LLC |
Atlanta, GA |
Q3 2024 |
227 |
$1.16B |
| MARCUARD FAMILY OFFICE LTD |
Zurich, Switzerland |
Q3 2014 |
25 |
$46.5M |
| Marcum Wealth, LLC |
Cleveland, OH |
Q3 2024 |
415 |
$1.08B |
| Marcus Capital, LLC |
Northbrook, IL |
Q3 2018 |
43 |
$34.3M |
| Maren Capital LLC |
Chicago, IL |
Q3 2024 |
27 |
$1.22B |
| Marest Capital, LLC |
Tarzana, CA |
Q3 2024 |
19 |
$118M |
| MARIETTA INVESTMENT PARTNERS LLC |
Milwaukee, WI |
Q3 2024 |
162 |
$471M |
| Marietta Wealth Management, LLC |
Marietta, GA |
Q3 2024 |
109 |
$688M |
| MARINER INVESTMENT GROUP LLC |
Harrison, NY |
Q3 2024 |
24 |
$370M |
| Mariner, LLC |
Overland Park, KS |
Q3 2024 |
3287 |
$56.2B |
| Mariner Wealth Advisors-Cincinnati, LLC |
Cincinnati, OH |
Q3 2018 |
284 |
$1.81B |
| Marino Management, LLC |
Westport, CT |
Q1 2021 |
2 |
$381M |
| MARINO, STRAM & ASSOCIATES LLC |
Braintree, MA |
Q3 2024 |
168 |
$448M |
| Marion Wealth Management |
Monroeville, PA |
Q3 2024 |
126 |
$375M |
| MARIPAU WEALTH MANAGEMENT LLC |
Fort Wayne, IN |
Q3 2024 |
50 |
$115M |
| MARK ASSET MANAGEMENT LP |
New York, NY |
Q3 2024 |
45 |
$809M |
| MARKEL GROUP INC. |
Glen Allen, VA |
Q3 2024 |
132 |
$11.1B |
| Marketfield Asset Management LLC |
New York, NY |
Q1 2024 |
35 |
$127M |
| MARKET STREET WEALTH MANAGEMENT ADVISORS LLC |
Indianapolis, IN |
Q3 2024 |
93 |
$608M |
| Marks Group Wealth Management, Inc |
Minnetonka, MN |
Q3 2024 |
293 |
$1.05B |
| MARK SHEPTOFF FINANCIAL PLANNING, LLC |
Glastonbury, CT |
Q3 2024 |
428 |
$188M |
| MARKSTON INTERNATIONAL LLC |
White Plains, NY |
Q4 2021 |
133 |
$99.1M |
| Marks Wealth, LLC |
Annapolis, MD |
Q3 2024 |
27 |
$233M |
| MARLIN SAMS CAPITAL MANAGEMENT LLC |
New York, NY |
Q3 2024 |
3 |
$191M |
| Marlowe Partners LP |
New York, NY |
Q3 2024 |
8 |
$26.1M |
| Marmo Financial Group, LLC |
Johnson City, TN |
Q3 2024 |
28 |
$187M |
| Marotta Asset Management |
Charlottesville, VA |
Q3 2024 |
111 |
$509M |
| MARQUE MILLENNIUM CAPITAL MANAGEMENT LCC |
New York, NY |
Q3 2015 |
75 |
$140M |
| Marquette Asset Management, LLC |
Minneapolis, MN |
Q3 2024 |
230 |
$631M |
| MARQUETTE ASSOCIATES, INC. |
Chicago, IL |
Q3 2024 |
34 |
$139M |
| MARSHALL FINANCIAL GROUP INC /ADV |
Doylestown, PA |
Q3 2024 |
53 |
$331M |
| Marshall Financial Group, LLC |
Hunt Valley, MD |
Q3 2024 |
218 |
$418M |
| MARSHALL & SULLIVAN INC /WA/ |
Seattle, WA |
Q3 2024 |
40 |
$208M |
| MARSHALL WACE, LLP |
London, United Kingdom |
Q3 2024 |
2243 |
$77B |
| MARSHFIELD ASSOCIATES |
Washington, DC |
Q3 2024 |
19 |
$4.71B |
| MARSHWINDS ADVISORY CO |
St Simons Island, GA |
Q4 2018 |
124 |
$187M |
| MARSICO CAPITAL MANAGEMENT LLC |
Denver, CO |
Q3 2024 |
61 |
$3.58B |
| Martel Wealth Advisors Inc |
Vancouver, WA |
Q3 2024 |
53 |
$489M |
| Martin Capital Advisors, LLP |
San Antonio, TX |
Q3 2024 |
67 |
$140M |
| MARTIN CAPITAL MANAGEMENT LLC |
Elkhart, IN |
Q2 2015 |
17 |
$36.5M |
| Martin Capital Partners, LLC |
Eugene, OR |
Q3 2024 |
69 |
$202M |
| MARTIN & CO INC /TN/ |
Knoxville, TN |
Q3 2024 |
106 |
$425M |
| MARTIN CURRIE LTD |
Edinburgh, United Kingdom |
Q3 2024 |
51 |
$2.82B |
| MARTINGALE ASSET MANAGEMENT L P |
Boston, MA |
Q3 2024 |
784 |
$4.36B |
| Martin Investment Management, LLC |
Palm Beach Gardens, FL |
Q3 2024 |
49 |
$408M |
| MARVIN & PALMER ASSOCIATES INC |
Wilmington, DE |
Q3 2024 |
32 |
$119M |
| MAR VISTA INVESTMENT PARTNERS LLC |
Los Angeles, CA |
Q3 2024 |
59 |
$1.57B |
| MARXE AUSTIN W & GREENHOUSE DAVID M |
New York, NY |
Q3 2014 |
148 |
$733M |
| MARYLAND CAPITAL ADVISORS INC. |
Chester, MD |
Q3 2024 |
243 |
$206M |
| Maryland Capital Management |
Towson, MD |
Q3 2022 |
219 |
$1.2B |
| Maryland State Retirement & Pension System |
Baltimore, MD |
Q3 2024 |
1521 |
$4.76B |
| MAS Advisors LLC |
Miami, FL |
Q3 2024 |
77 |
$46.9M |
| Mascoma Wealth Management LLC |
Hanover, NH |
Q3 2024 |
455 |
$402M |
| Maso Capital Partners Ltd |
Hong Kong, Hong Kong |
Q3 2024 |
36 |
$107M |
| Mason & Associates Inc |
Los Angeles, CA |
Q3 2024 |
109 |
$401M |
| Mason & Associates, LLC |
Newport News, VA |
Q3 2024 |
37 |
$327M |
| MASON CAPITAL MANAGEMENT LLC |
New York, NY |
Q3 2024 |
6 |
$503M |
| Mason Investment Advisory Services, Inc. |
Reston, VA |
Q3 2024 |
73 |
$1.71B |
| MASON STREET ADVISORS, LLC |
Milwaukee, WI |
Q3 2024 |
12 |
$823M |
| MASSACHUSETTS FINANCIAL SERVICES CO /MA/ |
Boston, MA |
Q3 2024 |
844 |
$335B |
| MASSACHUSETTS INSTITUTE OF TECHNOLOGY |
Cambridge, MA |
Q3 2024 |
4 |
$749M |
| MASSACHUSETTS MUTUAL LIFE INSURANCE CO |
Springfield, MA |
Q3 2024 |
2 |
$1.71B |
| Massachusetts Wealth Management |
North Andover, MA |
Q3 2024 |
88 |
$159M |
| Mass Ave Global Inc. |
New York, NY |
Q4 2022 |
30 |
$295M |
| Mass General Brigham, Inc |
Boston, MA |
Q3 2024 |
5 |
$43.6M |
| MASSMUTUAL TRUST CO FSB/ADV |
Windsor, CT |
Q3 2024 |
2133 |
$3.51B |
| Masso Torrence Wealth Management Inc. |
Marlton, NJ |
Q3 2024 |
93 |
$185M |
| Mast Capital Management, LLC |
Boston, MA |
Q4 2015 |
4 |
$68M |
| MASTERS CAPITAL MANAGEMENT LLC |
Atlanta, GA |
Q3 2024 |
36 |
$520M |
| Masterton Capital Management, LP |
New York, NY |
Q3 2024 |
21 |
$150M |
| MASTRAPASQUA ASSET MANAGEMENT INC |
Nashville, TN |
Q3 2023 |
149 |
$853M |
| Matarin Capital Management, LLC |
New York, NY |
Q4 2020 |
184 |
$408M |
| MATHER GROUP, LLC. |
Chicago, IL |
Q3 2024 |
1700 |
$7.79B |
| Mathes Company, Inc. |
New York, NY |
Q3 2024 |
127 |
$283M |
| Matisse Capital |
Portland, OR |
Q3 2024 |
176 |
$206M |
| MATRIX ASSET ADVISORS INC/NY |
White Plains, NY |
Q3 2024 |
102 |
$899M |
| Matrix Capital Management Company, LP |
Waltham, MA |
Q3 2024 |
7 |
$2.09B |
| Matrix China Management III, L.P. |
Grand Cayman, Cayman Islands |
Q3 2022 |
2 |
$39.3M |
| Matrix China Management IV, L.P. |
Grand Cayman, Cayman Islands |
Q3 2023 |
1 |
$64.3M |
| Matrix IX Management Co. LLC |
Cambridge, MA |
Q3 2022 |
1 |
$59.2M |
| MATRIX PRIVATE CAPITAL GROUP LLC |
New York, NY |
Q3 2024 |
152 |
$174M |
| Matrix Trust Co |
Denver, CO |
Q3 2024 |
239 |
$535M |
| Matrix VIII US Management Co. LLC |
Cambridge, MA |
Q3 2020 |
2 |
$6.07M |
| MATRIX VII MANAGEMENT CO LLC |
Cambridge, MA |
Q4 2014 |
1 |
$45M |
| Matson Money. Inc. |
Mason, OH |
Q3 2024 |
9 |
$2.91B |
| Matterhorn Capital Management, LLC |
San Antonio, TX |
Q3 2016 |
54 |
$151M |
| MATTERN CAPITAL MANAGEMENT, LLC |
Lakewood, CO |
Q3 2024 |
156 |
$795M |
| Mattern Wealth Management LLC |
Lawrence, KS |
Q3 2024 |
174 |
$455M |
| Matthew 25 Management Corp |
Dresher, PA |
Q3 2024 |
18 |
$298M |
| Matthew Goff Investment Advisor, LLC |
Houston, TX |
Q3 2024 |
101 |
$526M |
| MATTHEWS INTERNATIONAL CAPITAL MANAGEMENT LLC |
San Francisco, CA |
Q3 2024 |
42 |
$607M |
| Mattson Financial Services, LLC |
Kentwood, MI |
Q3 2024 |
269 |
$262M |
| Maven Securities LTD |
St Helier, Jersey |
Q3 2024 |
286 |
$885M |
| Maven Ventures Partners II, LLC |
Palo Alto, CA |
Q3 2023 |
1 |
$958K |
| MAVERICK CAPITAL LTD |
Dallas, TX |
Q3 2024 |
229 |
$5.13B |
| Maveron General Partner III LLC |
Seattle, WA |
Q3 2018 |
1 |
$46.7M |
| Mawer Investment Management Ltd. |
Calgary, Alberta, Canada |
Q3 2024 |
101 |
$21.9B |
| Maxi Investments CY Ltd |
Limassol, Cyprus |
Q3 2024 |
75 |
$375M |
| Maxim Capital Management LLC |
San Francisco, CA |
Q2 2020 |
39 |
$112M |
| Maxwell Wealth Strategies Inc. |
Pleasanton, CA |
Q3 2024 |
106 |
$235M |
| Mayar Capital Ltd. |
London, United Kingdom |
Q3 2024 |
12 |
$103M |
| Mayfair Advisory Group, LLC |
Birmingham, AL |
Q3 2024 |
154 |
$159M |
| Mayfield XIII Management (UGP), Ltd., a Cayman Islands Exempted Co. |
Menlo Park, CA |
Q1 2022 |
1 |
$39.6M |
| Mayfield XII Management, L.L.C. |
Menlo Park, CA |
Q3 2015 |
1 |
$32.1M |
| Mayflower Financial Advisors, LLC |
Boston, MA |
Q3 2024 |
370 |
$663M |
| Mayo Clinic |
Rochester, MN |
Q3 2024 |
3 |
$2.9M |
| MAYPORT, LLC |
Newton, MA |
Q3 2024 |
80 |
$312M |
| MayTech Global Investments, LLC |
New York, NY |
Q3 2024 |
30 |
$757M |
| Maytus Capital Management, LLC |
New York, NY |
Q3 2024 |
50 |
$284M |
| MBA Advisors LLC |
Hermitage, PA |
Q3 2024 |
130 |
$208M |
| MBB PUBLIC MARKETS I LLC |
Chicago, IL |
Q3 2024 |
534 |
$1.18B |
| MBE Wealth Management, LLC |
Tomah, WI |
Q3 2024 |
99 |
$181M |
| MB Generational Wealth, LLC |
Spokane, WA |
Q3 2024 |
57 |
$139M |
| MBL Wealth, LLC |
Charlotte, NC |
Q2 2024 |
204 |
$893M |
| MBM Wealth Consultants, LLC |
Chesterfield, MO |
Q3 2024 |
106 |
$317M |
| McAdam, LLC |
Philadelphia, PA |
Q3 2024 |
330 |
$1.78B |
| McAdams Wright Ragen, Inc. |
Seattle, WA |
Q3 2014 |
422 |
$1.79B |
| McAlister, Sweet & Associates, Inc. |
Houston, TX |
Q3 2024 |
29 |
$121M |
| McBroom & Associates, LLC |
Las Vegas, NV |
Q3 2024 |
34 |
$163M |
| McCarthy Asset Management, Inc. |
Redwood Shores, CA |
Q3 2024 |
35 |
$161M |
| McCarthy Capital CORP |
Omaha, NE |
Q3 2015 |
1 |
$69M |
| McCarthy & Cox |
Marysville, OH |
Q3 2024 |
56 |
$261M |
| McCarthy Grittinger Financial Group, LLC |
Milwaukee, WI |
Q3 2024 |
67 |
$341M |
| McClain Value Management LLC |
New Canaan, CT |
Q2 2020 |
21 |
$50.9M |
| McClarren Financial Advisors, Inc. |
State College, PA |
Q3 2024 |
236 |
$36.3M |
| McCollum Christoferson Group LLC |
Amherst, NY |
Q3 2024 |
70 |
$345M |
| McCutchen Group LLC |
Seattle, WA |
Q3 2022 |
22 |
$464M |
| MCDANIEL TERRY & CO |
Austin, TX |
Q3 2024 |
98 |
$1.19B |
| MCDONALD CAPITAL INVESTORS INC/CA |
Orinda, CA |
Q3 2024 |
21 |
$1.63B |
| MCDONALD PARTNERS LLC |
Cleveland, OH |
Q3 2024 |
239 |
$400M |
| McDonough Capital Management, Inc |
Orlando, FL |
Q3 2024 |
46 |
$145M |
| McElhenny Sheffield Capital Management, LLC |
Dallas, TX |
Q3 2024 |
101 |
$305M |
| MCF Advisors LLC |
Covington, KY |
Q3 2024 |
1002 |
$1.43B |
| McGinn Penninger Investment Management, Inc. |
Alexandria, VA |
Q3 2024 |
25 |
$150M |
| MCGLINN CAPITAL MANAGEMENT INC |
Wyomissing, PA |
Q3 2015 |
53 |
$33.1M |
| McGlone Suttner Wealth Management, Inc. |
Appleton, WI |
Q3 2024 |
168 |
$481M |
| McGowan Group Asset Management, Inc. |
Dallas, TX |
Q3 2024 |
127 |
$759M |
| McGuire Investment Group, LLC |
Wakefield, RI |
Q3 2024 |
113 |
$710M |
| MCIA Inc |
Westminster, CO |
Q3 2024 |
62 |
$454M |
| McIlrath & Eck, LLC |
Arlington, WA |
Q3 2024 |
975 |
$776M |
| MCINTYRE FREEDMAN & FLYNN INVESTMENT ADVISERS INC |
Orleans, MA |
Q3 2024 |
70 |
$140M |
| McKinley Alaska Private Investment, LLC |
Anchorage, AK |
Q1 2024 |
1 |
$148K |
| MCKINLEY CAPITAL MANAGEMENT LLC |
Anchorage, AK |
Q2 2024 |
115 |
$571M |
| McKinley Carter Wealth Services, Inc. |
Wheeling, WV |
Q3 2024 |
302 |
$1.66B |
| McLean Asset Management Corp |
Tysons, VA |
Q3 2024 |
165 |
$331M |
| MCMILLION CAPITAL MANAGEMENT INC |
Greensboro, NC |
Q2 2023 |
196 |
$112M |
| MCMORGAN & CO LLC |
San Francisco, CA |
Q3 2024 |
58 |
$649M |
| McNamara Financial Services, Inc. |
Marshfield, MA |
Q3 2024 |
86 |
$508M |
| McNaughton Wealth Management, LLC |
San Diego, CA |
Q3 2024 |
56 |
$205M |
| McQueen, Ball & Associates Inc. |
Bethlehem, PA |
Q4 2018 |
113 |
$156M |
| MCRAE CAPITAL MANAGEMENT INC |
Morristown, NJ |
Q3 2024 |
93 |
$512M |
| MDE Group |
Morristown, NJ |
Q1 2015 |
58 |
$389M |
| MD Financial Management Inc. |
Ottawa, Ontario, Canada |
Q4 2021 |
303 |
$4.15B |
| MDP Global Investors II Ltd |
Chicago, IL |
Q1 2017 |
1 |
$422M |
| M.D. Sass, LLC |
New York, NY |
Q3 2024 |
34 |
$1.29B |
| MDV Management Company, L.L.C. |
Menlo Park, CA |
Q4 2014 |
5 |
$296M |
| MeadowBrook Investment Advisors LLC |
Livonia, MI |
Q3 2024 |
336 |
$111M |
| Meadow Creek Investment Management LLC |
Atlanta, GA |
Q3 2019 |
1363 |
$5.09B |
| Meadow Creek Wealth Advisors LLC |
Atlanta, GA |
Q3 2024 |
133 |
$126M |
| MEAG MUNICH ERGO AssetManagement GmbH |
Munich, Germany |
Q4 2021 |
2 |
$162K |
| MEAG MUNICH ERGO, Kapitalanlagegesellschaft mbH |
Munich, Germany |
Q3 2024 |
197 |
$3.19B |
| MEANS INVESTMENT CO., INC. |
Bangor, ME |
Q3 2024 |
203 |
$900M |
| Measured Wealth Private Client Group, LLC |
Portsmouth, NH |
Q3 2024 |
179 |
$299M |
| Mechanics Bank Trust Department |
Walnut Creek, CA |
Q3 2024 |
202 |
$751M |
| Mechanics Financial Corp |
Mansfield, OH |
Q3 2024 |
239 |
$228M |
| MEDIATEL PARTNERS |
Fort Worth, TX |
Q3 2024 |
3 |
$266M |
| MEDICI CAPITAL LLC |
Newport Beach, CA |
Q3 2024 |
8 |
$51.1M |
| Medicxi Ventures Management (Jersey) Ltd |
St. Helier, Jersey |
Q3 2024 |
4 |
$529M |
| Medina Value Partners, LLC |
Los Angeles, CA |
Q3 2024 |
16 |
$267M |
| Mediolanum International Funds Ltd |
Dublin 1, Ireland |
Q3 2024 |
430 |
$6.92B |
| Meditor Group Ltd |
Hamilton, Bermuda |
Q3 2024 |
4 |
$48.1M |
| Meeder Advisory Services, Inc. |
Dublin, OH |
Q3 2024 |
555 |
$1.54B |
| MEEDER ASSET MANAGEMENT INC |
Dublin, OH |
Q3 2024 |
834 |
$1.5B |
| Meghalaya Partners, L.P. |
Greenwich, CT |
Q3 2019 |
15 |
$13.2M |
| Meiji Yasuda Asset Management Co Ltd. |
Tokyo, Japan |
Q3 2024 |
673 |
$2.62B |
| Meiji Yasuda Life Insurance Co |
Tokyo, Japan |
Q3 2024 |
232 |
$5.4B |
| MEITAV INVESTMENT HOUSE LTD |
Bene Beraq, Israel |
Q3 2024 |
227 |
$5.96B |
| Meixler Investment Management, Ltd. |
Show Low, AZ |
Q3 2024 |
104 |
$136M |
| MELFA WEALTH MANAGEMENT, INC. |
Westborough, MA |
Q3 2024 |
201 |
$152M |
| Melia Wealth LLC |
Tulsa, OK |
Q3 2024 |
20 |
$193M |
| Melone Private Wealth, LLC |
Auburn Hills, MI |
Q3 2024 |
49 |
$188M |
| Melqart Asset Management (UK) Ltd |
London, United Kingdom |
Q3 2024 |
46 |
$1.02B |
| Members Advisory Group LLC |
Williamsville, NY |
Q3 2024 |
34 |
$200M |
| MEMBERS CAPITAL ADVISORS INC |
Madison, WI |
Q3 2024 |
29 |
$86.9M |
| Members Trust Co |
Tampa, FL |
Q3 2024 |
121 |
$3.13B |
| Memorial Sloan Kettering Cancer Center |
New York, NY |
Q3 2023 |
3 |
$24.6M |
| Menard Financial Group LLC |
Houston, TX |
Q3 2024 |
112 |
$152M |
| Mendel Capital Management LLC |
Little Rock, AR |
Q3 2024 |
94 |
$163M |
| Mendel Money Management |
Northbrook, IL |
Q3 2024 |
134 |
$231M |
| MENDON CAPITAL ADVISORS CORP |
Key Largo, FL |
Q3 2024 |
40 |
$146M |
| Mendota Financial Group, LLC |
Madison, WI |
Q3 2024 |
1184 |
$209M |
| Mengis Capital Management, Inc. |
Portland, OR |
Q3 2024 |
183 |
$508M |
| MENLO ADVISORS LLC |
Menlo Park, CA |
Q3 2024 |
29 |
$194M |
| MENORA MIVTACHIM HOLDINGS LTD. |
Ramat Gan, Israel |
Q3 2024 |
93 |
$15.9B |
| MENTA CAPITAL LLC |
San Francisco, CA |
Q2 2019 |
470 |
$236M |
| MERCATOR ASSET MANAGEMENT L P |
Boca Raton, FL |
Q3 2015 |
1 |
$28.3M |
| Mercator Fund (Cayman Master) LP |
New York, NY |
Q4 2019 |
15 |
$125M |
| Mercer Capital Advisers, Inc. |
Little Silver, NJ |
Q3 2021 |
149 |
$187M |
| MERCER GLOBAL ADVISORS INC /ADV |
Denver, CO |
Q3 2024 |
1951 |
$41.5B |
| Meredith Wealth Planning |
Maryville, IL |
Q3 2024 |
46 |
$210M |
| Merewether Investment Management, LP |
Dallas, TX |
Q3 2024 |
46 |
$2.17B |
| Meridian Financial, LLC |
Holliston, MA |
Q3 2024 |
126 |
$150M |
| Meridian Financial Partners LLC |
Warrenton, VA |
Q3 2024 |
100 |
$198M |
| MERIDIAN INVESTMENT COUNSEL INC. |
Lafayette, CA |
Q3 2024 |
212 |
$331M |
| MERIDIAN MANAGEMENT CO |
Little Rock, AR |
Q3 2024 |
93 |
$394M |
| Meridian Wealth Advisors, LLC |
Austin, TX |
Q3 2024 |
176 |
$598M |
| Meridian Wealth Management, LLC |
Lexington, KY |
Q3 2024 |
627 |
$2.03B |
| Meridian Wealth Partners, LLC |
Blue Bell, PA |
Q3 2024 |
108 |
$643M |
| Meridiem Investment Management Ltd. |
London, United Kingdom |
Q3 2024 |
65 |
$5.62B |
| Meritage Group LP |
San Francisco, CA |
Q3 2024 |
22 |
$4.28B |
| MERITAGE PORTFOLIO MANAGEMENT |
Overland Park, KS |
Q3 2024 |
330 |
$1.63B |
| Meritas Wealth Management, LLC |
Larkspur, CA |
Q3 2024 |
50 |
$162M |
| Meritech Capital Associates IV L.L.C. |
Palo Alto, CA |
Q3 2022 |
2 |
$51.9M |
| Meritech Capital Associates VI L.L.C. |
Palo Alto, CA |
Q3 2023 |
2 |
$45.3M |
| Meritech Capital Associates V L.L.C. |
Palo Alto, CA |
Q3 2024 |
2 |
$299M |
| Merit Financial Group, LLC |
Alpharetta, GA |
Q3 2024 |
826 |
$4.47B |
| Merit Investment Management, LLC |
Wilmington, DE |
Q4 2013 |
34 |
$87.2M |
| Merk Investments LLC |
Menlo Park, CA |
Q3 2024 |
11 |
$106M |
| Merkkuri Wealth Advisors LLC |
Hicksville, NY |
Q3 2024 |
83 |
$123M |
| Merlin Capital, Inc |
Newport, RI |
Q1 2024 |
52 |
$33.5M |
| Meros Investment Management, LP |
Dallas, TX |
Q3 2024 |
40 |
$221M |
| Merriman Wealth Management, LLC |
Seattle, WA |
Q3 2024 |
215 |
$2.46B |
| Merrion Investment Management Co, LLC |
Cranford, NJ |
Q3 2024 |
103 |
$152M |
| Meru Capital Group, LP |
New York, NY |
Q3 2020 |
14 |
$30.6M |
| MESIROW FINANCIAL INVESTMENT MANAGEMENT - Fixed Income |
Chicago, IL |
Q3 2024 |
13 |
$100M |
| Mesirow Financial Investment Management, Inc. |
Chicago, IL |
Q3 2024 |
593 |
$5.17B |
| Mesirow Institutional Investment Management, Inc. |
Chicago, IL |
Q3 2024 |
125 |
$1.31B |
| MESSNER & SMITH THEME VALUE INVESTMENT MANAGEMENT LTD /CA/ |
San Diego, CA |
Q1 2018 |
111 |
$60.3M |
| Metalmark Capital LLC |
New York, NY |
Q3 2014 |
2 |
$4.07M |
| Metalmark Management II LLC |
New York, NY |
Q1 2017 |
1 |
$46.7M |
| Metatron Capital SICAV plc |
Mriehel, Malta |
Q4 2021 |
111 |
$102M |
| Metavasi Capital LP |
Larchmont, NY |
Q3 2024 |
27 |
$191M |
| METEORA CAPITAL, LLC |
Boca Raton, FL |
Q3 2024 |
208 |
$361M |
| Metis Global Partners, LLC |
San Diego, CA |
Q3 2024 |
785 |
$3.21B |
| METLIFE INC |
New York, NY |
Q3 2024 |
6 |
$10M |
| MetLife Investment Management, LLC |
Whippany, NJ |
Q3 2024 |
2849 |
$17.4B |
| Metropolis Capital Ltd |
Amersham, United Kingdom |
Q3 2024 |
16 |
$2.89B |
| METROPOLITAN CAPITAL ADVISORS INC |
New York, NY |
Q4 2015 |
29 |
$50.3M |
| METROPOLITAN LIFE INSURANCE CO/NY |
New York, NY |
Q3 2024 |
10 |
$281M |
| MEYER HANDELMAN CO |
Rye Brook, NY |
Q3 2024 |
212 |
$2.96B |
| Mezzasalma Advisors, LLC |
Tinton Falls, NJ |
Q3 2024 |
86 |
$254M |
| MFA WEALTH ADVISORS, LLC |
Pittsburgh, PA |
Q3 2024 |
508 |
$457M |
| M Financial Asset Management, Inc. |
Portland, OR |
Q3 2024 |
9 |
$25.8M |
| MFN Partners Management, LP |
Boston, MA |
Q3 2024 |
12 |
$5.07B |
| MGB Wealth Management, LLC |
Addison, TX |
Q3 2024 |
274 |
$274M |
| MGG Investment Group LP |
New York, NY |
Q3 2024 |
1 |
$1.36M |
| MGO ONE SEVEN LLC |
Beachwood, OH |
Q3 2024 |
975 |
$2.31B |
| MGO Private Wealth, LLC |
Irvine, CA |
Q3 2024 |
60 |
$140M |
| M&G Plc |
London, United Kingdom |
Q3 2024 |
408 |
$16.4B |
| MHI Funds, LLC |
Woodstock, NY |
Q1 2020 |
35 |
$34.7M |
| M Holdings Securities, Inc. |
Portland, OR |
Q3 2024 |
91 |
$398M |
| MHR FUND MANAGEMENT LLC |
New York, NY |
Q3 2024 |
9 |
$917M |
| Micawber Capital, LLC |
Seattle, WA |
Q3 2017 |
31 |
$62.9M |
| MIC Capital Management UK LLP |
London, United Kingdom |
Q3 2024 |
15 |
$720M |
| Michael S. Ryan, Inc. |
Latham, NY |
Q3 2024 |
45 |
$144M |
| Michael & Susan Dell Foundation |
New York, NY |
Q3 2024 |
4 |
$1.4B |
| Michelson Medical Research Foundation, Inc. |
Los Angeles, CA |
Q3 2024 |
28 |
$142M |
| Mid-American Wealth Advisory Group, Inc. |
Kansas City, MO |
Q3 2024 |
44 |
$159M |
| MIDAS MANAGEMENT CORP |
New York, NY |
Q2 2019 |
109 |
$231M |
| MidAtlantic Capital Management, Inc. |
Richmond, VA |
Q3 2024 |
240 |
$137M |
| MID ATLANTIC FINANCIAL MANAGEMENT INC/ADV |
Pittsburgh, PA |
Q3 2021 |
907 |
$1.49B |
| MIDDLETON & CO INC/MA |
Boston, MA |
Q3 2024 |
166 |
$905M |
| MIDLAND WEALTH ADVISORS LLC |
Effingham, IL |
Q3 2024 |
191 |
$1.71B |
| Midwest Financial Group LLC |
Overland Park, KS |
Q3 2024 |
109 |
$170M |
| Midwest Heritage Bank, FSB |
West Des Moines, IA |
Q3 2024 |
58 |
$214M |
| MIDWEST INVESTMENT MANAGEMENT LLC |
Cleveland, OH |
Q3 2017 |
55 |
$121M |
| MidWestOne Financial Group, Inc. |
Iowa City, IA |
Q3 2024 |
290 |
$725M |
| Midwest Professional Planners, LTD. |
Wausau, WI |
Q3 2024 |
154 |
$327M |
| Midwest Wealth Management Inc. |
Indianapolis, IN |
Q1 2022 |
102 |
$165M |
| MIG Capital, LLC |
Newport Beach, CA |
Q3 2024 |
19 |
$824M |
| Migdal Insurance & Financial Holdings Ltd. |
Petach Tikva, Israel |
Q3 2024 |
425 |
$6.18B |
| MILES CAPITAL, INC. |
West Des Moines, IA |
Q1 2020 |
129 |
$92.8M |
| Milestone Advisory Partners |
Southern Pines, NC |
Q3 2023 |
70 |
$120M |
| MILESTONE ASSET MANAGEMENT, LLC |
Pittsburgh, PA |
Q3 2024 |
197 |
$445M |
| Milestone Investment Advisors LLC |
Middleton, WI |
Q3 2024 |
127 |
$357M |
| Milestone Resources Group Ltd |
Dubai, United Arab Emirates |
Q3 2024 |
28 |
$2.87B |
| Milestones Administradora de Recursos Ltda. |
Jaragua Do Sul, Brazil |
Q3 2024 |
29 |
$251M |
| MILESTONE WEALTH, LLC |
Buffalo, NY |
Q3 2022 |
242 |
$89.5M |
| Millburn Ridgefield Corp |
New York, NY |
Q3 2024 |
247 |
$3.81B |
| Mill Capital Management, LLC |
Concord, NC |
Q3 2024 |
124 |
$1.28B |
| Mill Creek Capital Advisors, LLC |
Conshohocken, PA |
Q3 2024 |
249 |
$4.15B |
| MILLENNIUM MANAGEMENT LLC |
New York, NY |
Q3 2024 |
4042 |
$115B |
| Millennium TVP Management Co., LLC |
New York, NY |
Q4 2021 |
6 |
$93.1M |
| MILLER GREEN FINANCIAL SERVICES INC /ADV |
Spring, TX |
Q4 2018 |
4 |
$17.6M |
| MILLER HOWARD INVESTMENTS INC /NY |
Kingston, NY |
Q3 2024 |
195 |
$3.24B |
| Miller Investment Management, LP |
West Conshohocken, PA |
Q3 2024 |
104 |
$960M |
| MILLER VALUE PARTNERS, LLC |
Sarasota, FL |
Q3 2024 |
30 |
$177M |
| MILLER WEALTH ADVISORS, LLC |
Ridgeway, CO |
Q3 2024 |
84 |
$183M |
| MILLIE CAPITAL MANAGEMENT, LLC |
Walnut Creek, CA |
Q4 2017 |
73 |
$119M |
| Millington Financial Advisors, LLC |
Naperville, IL |
Q3 2024 |
83 |
$160M |
| Millrace Asset Group, Inc. |
Berwyn, PA |
Q3 2024 |
70 |
$98.4M |
| Mill Road Capital Management LLC |
Greenwich, CT |
Q3 2024 |
24 |
$210M |
| Millstreet Capital Management LLC |
Boston, MA |
Q3 2024 |
3 |
$291M |
| Mills Wealth Advisors LLC |
Southlake, TX |
Q3 2024 |
55 |
$145M |
| MINDSET WEALTH MANAGEMENT, LLC |
Indianapolis, IN |
Q3 2024 |
128 |
$242M |
| Mine & Arao Wealth Creation & Management, LLC. |
Campbell, CA |
Q3 2024 |
75 |
$215M |
| Minerva Advisors LLC |
Bala Cynwyd, PA |
Q3 2024 |
57 |
$173M |
| MinichMacGregor Wealth Management, LLC |
Saratoga Springs, NY |
Q3 2024 |
117 |
$466M |
| Minneapolis Portfolio Management Group, LLC |
Minneapolis, MN |
Q3 2024 |
28 |
$772M |
| MINOT CAPITAL, LP |
Broomfield, CO |
Q3 2024 |
6 |
$353M |
| Minot Wealth Management LLC |
Westwood, MA |
Q2 2022 |
185 |
$389M |
| Mint Tower Capital Management B.V. |
Amsterdam, Netherlands |
Q3 2024 |
141 |
$298M |
| Mirabaud Asset Management (France) SAS |
Paris, France |
Q3 2024 |
6 |
$74.7M |
| Mirabaud Asset Management Ltd |
London, United Kingdom |
Q3 2024 |
48 |
$228M |
| Mirabaud & Cie SA |
Geneva, Switzerland |
Q3 2024 |
55 |
$344M |
| MIRABELLA FINANCIAL SERVICES LLP |
London, United Kingdom |
Q3 2024 |
147 |
$1.27B |
| Miracle Mile Advisors, LLC |
Los Angeles, CA |
Q3 2024 |
528 |
$4.32B |
| Mirador Capital Partners LP |
Pleasanton, CA |
Q3 2024 |
194 |
$556M |
| MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. |
Central, Hong Kong |
Q3 2024 |
3075 |
$44.4B |
| Mirae Asset Global Investments Co., Ltd. |
Seoul, Korea, Republic of |
Q3 2024 |
1567 |
$22.5B |
| MIRAE ASSET SECURITIES (USA) INC. |
New York, NY |
Q3 2024 |
77 |
$1.73B |
| Miramar Capital, LLC |
Northbrook, IL |
Q3 2024 |
57 |
$428M |
| Miramar Fiduciary Corp |
Reno, NV |
Q3 2024 |
4 |
$116M |
| MIROVA |
Paris, France |
Q3 2024 |
120 |
$579M |
| Mirova US LLC |
Boston, MA |
Q3 2024 |
33 |
$8.72B |
| MIRSKY FINANCIAL MANAGEMENT CORP. |
Rochester, NY |
Q4 2021 |
54 |
$242M |
| Mission Creek Capital Partners, Inc. |
San Francisco, CA |
Q3 2024 |
223 |
$430M |
| Mission Hills Financial Advisory, LLC |
San Diego, CA |
Q3 2024 |
32 |
$112M |
| MISSION WEALTH MANAGEMENT, LP |
Santa Barbara, CA |
Q3 2024 |
636 |
$4.04B |
| Missouri Trust & Investment Co |
Springfield, MO |
Q3 2024 |
397 |
$287M |
| MITCHELL CAPITAL MANAGEMENT CO |
Leawood, KS |
Q3 2024 |
108 |
$572M |
| MITCHELL GROUP INC |
Houston, TX |
Q1 2019 |
31 |
$94M |
| MITCHELL MCLEOD PUGH & WILLIAMS INC |
Mobile, AL |
Q3 2024 |
269 |
$479M |
| MITCHELL & PAHL PRIVATE WEALTH, LLC |
Oklahoma City, OK |
Q3 2024 |
145 |
$215M |
| MITCHELL SINKLER & STARR/PA |
Philadelphia, PA |
Q3 2024 |
189 |
$389M |
| Mithaq Capital SPC |
Al Malqa, Riyadh, Saudi Arabia |
Q3 2024 |
4 |
$251M |
| Mitra Capital LLC |
Boston, MA |
Q3 2017 |
11 |
$10.2M |
| Mitsubishi UFJ Asset Management Co., Ltd. |
Tokyo, Japan |
Q3 2024 |
1592 |
$93.6B |
| Mitsubishi UFJ Asset Management (UK) Ltd. |
London, United Kingdom |
Q3 2024 |
114 |
$194M |
| MITSUBISHI UFJ FINANCIAL GROUP INC |
Tokyo, Japan |
Q3 2024 |
1 |
$39.3B |
| Mitsubishi UFJ Morgan Stanley Securities Co., Ltd. |
Tokyo, Japan |
Q2 2024 |
5 |
$7.89M |
| Mitsubishi UFJ Trust & Banking Corp |
Tokyo, Japan |
Q3 2024 |
1059 |
$43.8B |
| Mittelman Wealth Management |
Andover, MA |
Q3 2024 |
28 |
$176M |
| MITTLEMAN INVESTMENT MANAGEMENT, LLC |
Melville, NY |
Q2 2022 |
4 |
$17.4M |
| Miura Global Management, LLC |
New York, NY |
Q3 2024 |
22 |
$87.1M |
| Mivtachim The Workers Social Insurance Fund Ltd. (Under Special Management) |
Tel Aviv, Israel |
Q3 2024 |
36 |
$729M |
| Mizuho Asset Management Co.,Ltd. |
Tokyo, Japan |
Q3 2016 |
664 |
$462M |
| Mizuho Bank, Ltd. |
Tokyo, Japan |
Q3 2024 |
69 |
$507M |
| MIZUHO MARKETS AMERICAS LLC |
New York, NY |
Q3 2024 |
174 |
$4.08B |
| Mizuho Markets Cayman LP |
Grand Cayman, Cayman Islands |
Q3 2024 |
19 |
$22.6M |
| Mizuho Securities Co. Ltd. |
Tokyo, Japan |
Q3 2024 |
78 |
$40.6M |
| MIZUHO SECURITIES USA LLC |
New York, NY |
Q3 2024 |
1050 |
$4.68B |
| MJP ASSOCIATES INC /ADV |
Farmington, CT |
Q3 2024 |
209 |
$527M |
| MKA Charitable Fund |
San Francisco, CA |
Q3 2024 |
1 |
$256M |
| MKD WEALTH COACHES, LLC |
Troy, MI |
Q4 2021 |
34 |
$73.1M |
| MKP Capital Management, L.L.C. |
New York, NY |
Q3 2024 |
6 |
$1.09B |
| M. Kraus & Co |
Shelburne, VT |
Q3 2024 |
79 |
$341M |
| MKT Advisors LLC |
Escondido, CA |
Q3 2024 |
155 |
$213M |
| M. Kulyk & Associates, LLC |
Decatur, GA |
Q3 2024 |
114 |
$497M |
| ML & R WEALTH MANAGEMENT LLC |
Austin, TX |
Q1 2024 |
70 |
$435M |
| MMA ASSET MANAGEMENT LLC |
Conshohocken, PA |
Q4 2023 |
106 |
$179M |
| MMBG INVESTMENT ADVISORS CO. |
Miami, FL |
Q3 2024 |
166 |
$958M |
| MMCAP International Inc. SPC |
Grand Cayman, Cayman Islands |
Q3 2024 |
165 |
$719M |
| MML INVESTORS SERVICES, LLC |
Springfield, MA |
Q3 2024 |
2567 |
$27.4B |
| Mn Services Vermogensbeheer B.V. |
The Hague, Netherlands |
Q3 2024 |
481 |
$14.3B |
| MN Wealth Advisors, LLC |
Overland Park, KS |
Q3 2024 |
96 |
$175M |
| Moab Capital Partners LLC |
Southampton, NY |
Q3 2021 |
21 |
$41M |
| Mobius Capital Management, LLC |
Pleasanton, CA |
Q3 2018 |
25 |
$134M |
| Model Capital Management LLC |
Wellesley, MA |
Q1 2022 |
2 |
$422M |
| Modera Wealth Management, LLC |
Westwood, NJ |
Q3 2024 |
604 |
$7.86B |
| Modern Wealth Management, LLC |
Lenexa, KS |
Q3 2024 |
441 |
$1.64B |
| Modus Advisors, LLC |
Excelsior, MN |
Q3 2024 |
112 |
$304M |
| Moelis Asset Management LP |
New York, NY |
Q2 2023 |
1 |
$5.32M |
| Moerus Capital Management LLC |
New York, NY |
Q3 2024 |
17 |
$272M |
| MOGY JOEL R INVESTMENT COUNSEL INC |
Beverly Hills, CA |
Q3 2024 |
113 |
$1.63B |
| Mohican Financial Management, LLC |
Wilton, CT |
Q2 2021 |
70 |
$256M |
| Moisand Fitzgerald Tamayo, LLC |
Orlando, FL |
Q3 2024 |
616 |
$728M |
| Mokosak Advisory Group, LLC |
Urbandale, IA |
Q3 2024 |
31 |
$333M |
| MOLLER WEALTH PARTNERS |
Northfield, IL |
Q3 2024 |
65 |
$400M |
| Moloney Securities Asset Management, LLC |
Manchester, MO |
Q3 2024 |
481 |
$746M |
| Momentum Advisors, LLC |
New York, NY |
Q4 2022 |
83 |
$98.7M |
| Monaco Asset Management SAM |
Monaco, Monaco |
Q3 2024 |
58 |
$239M |
| Monarch Alternative Capital LP |
New York, NY |
Q3 2024 |
7 |
$655M |
| MONARCH CAPITAL MANAGEMENT INC |
Fort Wayne, IN |
Q3 2024 |
118 |
$371M |
| Monarch Partners Asset Management LLC |
Boston, MA |
Q4 2022 |
133 |
$339M |
| Monashee Investment Management LLC |
Boston, MA |
Q3 2024 |
110 |
$924M |
| Mondrian Investment Partners LTD |
London, United Kingdom |
Q3 2024 |
102 |
$6.2B |
| MONECO Advisors, LLC |
Fairfield, CT |
Q3 2024 |
432 |
$803M |
| Moneda S.A. Administradora General de Fondos |
Las Condes, Santiago, Chile |
Q3 2024 |
25 |
$121M |
| MONEDA USA, INC. |
New York, NY |
Q3 2023 |
9 |
$54.5M |
| MONETA GROUP INVESTMENT ADVISORS LLC |
St Louis, MO |
Q3 2024 |
646 |
$5.73B |
| MONETARY MANAGEMENT GROUP INC |
St Louis, MO |
Q3 2024 |
327 |
$389M |
| MONETTA FINANCIAL SERVICES INC |
Wheaton, IL |
Q3 2024 |
52 |
$117M |
| MONEY CONCEPTS CAPITAL CORP |
Palm Beach Gardens, FL |
Q3 2024 |
397 |
$1.32B |
| Money Design Co.,Ltd. |
Tokyo, Japan |
Q3 2024 |
76 |
$2.01B |
| MONEYWISE, INC. |
Forest, VA |
Q3 2024 |
60 |
$203M |
| MONOGRAPH WEALTH ADVISORS, LLC |
El Segundo, CA |
Q3 2024 |
107 |
$768M |
| Monolith Management Ltd |
Hong Kong, Hong Kong |
Q3 2024 |
12 |
$171M |
| MONROE BANK & TRUST/MI |
Monroe, MI |
Q2 2019 |
106 |
$299M |
| MONTAG A & ASSOCIATES INC |
Atlanta, GA |
Q3 2024 |
1024 |
$2.12B |
| MONTAG & CALDWELL, LLC |
Atlanta, GA |
Q3 2024 |
85 |
$492M |
| MONTAGE INVESTMENTS, LLC |
Leawood, KS |
Q3 2016 |
175 |
$182M |
| Montanaro Asset Management Ltd |
London, United Kingdom |
Q3 2024 |
47 |
$561M |
| MONTCHANIN ASSET MANAGEMENT, LLC |
Montchanin, DE |
Q3 2024 |
56 |
$109M |
| Montecito Bank & Trust |
Santa Barbara, CA |
Q3 2024 |
280 |
$587M |
| Monte Financial Group, LLC |
Guilford, CT |
Q3 2024 |
83 |
$241M |
| Monterey Private Wealth, Inc. |
Monterey, CA |
Q3 2024 |
124 |
$294M |
| MONTGOMERY INVESTMENT MANAGEMENT INC |
Rockville, MD |
Q3 2024 |
91 |
$276M |
| Montis Financial, LLC |
Waltham, MA |
Q3 2024 |
107 |
$281M |
| MONTPELIER RE HOLDINGS LTD |
Pembroke, Bermuda |
Q1 2015 |
4 |
$50.4M |
| MONTRUSCO BOLTON INVESTMENTS INC. |
Montreal, Quebec, Canada |
Q3 2024 |
62 |
$9.49B |
| MontVue Capital Management, Inc. |
Lynchburg, VA |
Q3 2024 |
55 |
$130M |
| Montz Harcus Wealth Management LLC |
New Orleans, LA |
Q3 2024 |
76 |
$171M |
| MONUMENTAL FINANCIAL GROUP INC. |
Rockville, MD |
Q3 2024 |
42 |
$270M |
| Monument Capital Management |
Alexandria, VA |
Q3 2024 |
194 |
$362M |
| Monument Group Wealth Advisors, LLC |
Concord, MA |
Q3 2024 |
50 |
$166M |
| MOODY ALDRICH PARTNERS LLC |
Marblehead, MA |
Q3 2024 |
192 |
$550M |
| MOODY LYNN & LIEBERSON, LLC |
Boston, MA |
Q3 2024 |
255 |
$1.62B |
| MOODY NATIONAL BANK TRUST DIVISION |
Galveston, TX |
Q3 2024 |
460 |
$934M |
| Moon Capital Management, LLC |
Knoxville, TN |
Q2 2020 |
40 |
$82.4M |
| MOON CAPITAL MANAGEMENT LP |
New York, NY |
Q3 2024 |
17 |
$138M |
| MOORE CAPITAL MANAGEMENT, LP |
New York, NY |
Q3 2024 |
394 |
$3.45B |
| Moors & Cabot, Inc. |
Boston, MA |
Q3 2024 |
873 |
$2.01B |
| Moran Wealth Management, LLC |
Naples, FL |
Q3 2024 |
402 |
$3.25B |
| Moreno Evelyn V |
Boston, MA |
Q4 2023 |
140 |
$212M |
| MORGAN DEMPSEY CAPITAL MANAGEMENT LLC |
Menomonee Falls, WI |
Q3 2024 |
99 |
$291M |
| MORGAN JESS S & CO INC |
Los Angeles, CA |
Q3 2022 |
36 |
$115M |
| MorganRosel Wealth Management, LLC |
Highlands Ranch, CO |
Q3 2024 |
101 |
$303M |
| MORGAN STANLEY |
New York, NY |
Q3 2024 |
9767 |
$1.38T |
| Morgan Stanley Institutional Investment Advisors LLC |
Greenwood Village, CO |
Q3 2024 |
3 |
$445M |
| MORGENS WATERFALL VINTIADIS & CO INC |
New York, NY |
Q3 2024 |
24 |
$126M |
| Mork Capital Management, LLC |
Healdsburg, CA |
Q3 2024 |
107 |
$140M |
| Morling Financial Advisors, LLC |
Fremont, CA |
Q3 2024 |
100 |
$262M |
| Morningstar Investment Management LLC |
Chicago, IL |
Q3 2024 |
214 |
$960M |
| Morningstar Investment Services LLC |
Chicago, IL |
Q3 2024 |
405 |
$9.8B |
| Morris Capital Advisors, LLC |
Malvern, PA |
Q3 2022 |
52 |
$106M |
| MORRIS FINANCIAL CONCEPTS, INC. |
Mount Pleasant, SC |
Q3 2024 |
193 |
$233M |
| Morse Asset Management, Inc |
Darien, CT |
Q3 2024 |
342 |
$463M |
| Morton Brown Family Wealth, LLC |
Allentown, PA |
Q3 2024 |
271 |
$281M |
| Morton Capital Management LLC/CA |
Calabasas, CA |
Q3 2024 |
111 |
$508M |
| MORTON COMMUNITY BANK |
East Peoria, IL |
Q3 2024 |
108 |
$383M |
| Mosaic Advisors LLC |
Houston, TX |
Q3 2024 |
14 |
$131M |
| Mosaic Family Wealth, LLC |
St. Louis, MO |
Q4 2021 |
179 |
$384M |
| MOSAIC FAMILY WEALTH PARTNERS, LLC |
St. Louis, MO |
Q3 2024 |
209 |
$673M |
| MOSAIC FINANCIAL GROUP, LLC |
Chicago, IL |
Q3 2024 |
124 |
$141M |
| Mosaic Financial Partners, Inc. |
San Francisco, CA |
Q2 2018 |
49 |
$152M |
| MOSELEY INVESTMENT MANAGEMENT INC |
Bradenton, FL |
Q3 2024 |
153 |
$251M |
| Moser Wealth Advisors, LLC |
Bellevue, WA |
Q3 2024 |
140 |
$193M |
| Mosley Wealth Management |
Anaheim, CA |
Q3 2024 |
114 |
$146M |
| Moss Adams Wealth Advisors LLC |
Seattle, WA |
Q3 2024 |
206 |
$913M |
| MOTCO |
San Antonio, TX |
Q3 2024 |
597 |
$1B |
| Motiv8 Investments LLC |
Port St. Lucie, FL |
Q3 2024 |
86 |
$148M |
| Motive Capital Fund I GP, LP |
New York, NY |
Q4 2020 |
1 |
$275M |
| MOTIVE WEALTH ADVISORS |
Birmingham, MI |
Q3 2024 |
65 |
$166M |
| Motley Fool Asset Management LLC |
Alexandria, VA |
Q3 2024 |
209 |
$1.69B |
| Motley Fool Wealth Management, LLC |
Alexandria, VA |
Q3 2024 |
119 |
$1.99B |
| MOULTON WEALTH MANAGEMENT, INC |
Spokane Valley, WA |
Q3 2024 |
39 |
$120M |
| Mountaineer Partners Management, LLC |
New York, NY |
Q3 2024 |
15 |
$160M |
| Mountain Lake Investment Management LLC |
Boca Raton, FL |
Q3 2024 |
25 |
$95.1M |
| MOUNTAIN PACIFIC INVESTMENT ADVISERS LLC |
Boise, ID |
Q3 2024 |
142 |
$1.46B |
| Mountain Road Advisors, LLC |
New York, NY |
Q3 2020 |
17 |
$110M |
| Mount Capital Ltd |
London, United Kingdom |
Q3 2024 |
18 |
$286M |
| Mount Kellett Capital Management LP |
New York, NY |
Q3 2017 |
3 |
$61M |
| Mount Lucas Management LP |
Newtown, PA |
Q3 2024 |
145 |
$293M |
| MOUNT VERNON ASSOCIATES INC /MD/ |
Baltimore, MD |
Q3 2024 |
52 |
$126M |
| Mount Yale Investment Advisors, LLC |
Denver, CO |
Q3 2024 |
530 |
$1.04B |
| Mowery & Schoenfeld Wealth Management, LLC |
Lincolnshire, IL |
Q3 2024 |
234 |
$63M |
| MPI INVESTMENT MANAGEMENT, INC. |
Hinsdale, IL |
Q4 2017 |
67 |
$83.5M |
| MPM ASSET MANAGEMENT LLC |
Boston, MA |
Q3 2024 |
6 |
$145M |
| MPM BioImpact LLC |
Boston, MA |
Q3 2024 |
43 |
$667M |
| MPS Loria Financial Planners, LLC |
Burr Ridge, IL |
Q3 2024 |
82 |
$336M |
| MQS Management LLC |
New York, NY |
Q3 2024 |
413 |
$179M |
| MRA Advisory Group |
Parsippany, NJ |
Q3 2024 |
119 |
$183M |
| MRA Associates USA LLC |
Phoenix, AZ |
Q3 2019 |
113 |
$25.4M |
| Mraz, Amerine & Associates, Inc. |
Modesto, CA |
Q3 2024 |
167 |
$553M |
| M&R CAPITAL MANAGEMENT INC |
Summit, NJ |
Q3 2024 |
580 |
$454M |
| M&R Follow-On Fund Management, LP |
Dallas, TX |
Q3 2017 |
1 |
$98.9M |
| MRJ CAPITAL INC |
New York, NY |
Q4 2021 |
51 |
$166M |
| MRP Capital Investments, LLC |
Alpharetta, GA |
Q3 2024 |
204 |
$105M |
| MSA Advisors, LLC |
Santa Monica, CA |
Q3 2024 |
29 |
$388M |
| MSD CAPITAL L P |
New York, NY |
Q3 2024 |
4 |
$598M |
| MSD Partners, L.P. |
New York, NY |
Q3 2024 |
17 |
$158M |
| MSI Financial Services Inc |
Springfield, MA |
Q4 2016 |
3828 |
$3.07B |
| M&T BANK CORP |
Buffalo, NY |
Q3 2024 |
1589 |
$30.4B |
| MTC Wealth Management LLC |
Tampa, FL |
Q3 2024 |
14 |
$221M |
| MTM Investment Management, LLC |
Spartanburg, SC |
Q3 2024 |
270 |
$257M |
| Mubadala Investment Co PJSC |
Abu Dhabi, United Arab Emirates |
Q3 2024 |
14 |
$18.8B |
| Mudita Advisors LLP |
London, United Kingdom |
Q3 2024 |
17 |
$183M |
| Mudrick Capital Management, L.P. |
New York, NY |
Q3 2024 |
3 |
$161M |
| MUFG Bank, Ltd. |
Tokyo 100 8388,, Japan |
Q3 2024 |
3 |
$2.58B |
| MUFG SECURITIES (CANADA), LTD. |
New York, NY |
Q3 2024 |
42 |
$2.24B |
| MUFG Securities EMEA plc |
London, United Kingdom |
Q3 2024 |
134 |
$1.92B |
| MUHLENKAMP & CO INC |
Wexford, PA |
Q3 2024 |
28 |
$326M |
| MU Investments Co., Ltd. |
Tokyo, Japan |
Q3 2023 |
24 |
$74.7M |
| MUIRFIELD WEALTH ADVISORS LLC |
Charlotte, NC |
Q3 2024 |
61 |
$118M |
| Multicoin Capital Management, LLC |
Austin, TX |
Q3 2024 |
3 |
$264M |
| MUNDER CAPITAL MANAGEMENT |
Birmingham, MI |
Q3 2014 |
649 |
$13.4B |
| Municipal Employees' Retirement System of Michigan |
Lansing, MI |
Q3 2024 |
49 |
$7.58B |
| Murchinson Ltd. |
Toronto, Ontario, Canada |
Q3 2024 |
63 |
$245M |
| MURPHY CAPITAL MANAGEMENT INC |
Bedminster, NJ |
Q2 2022 |
217 |
$720M |
| Murphy Michael R |
Chicago, IL |
Q2 2016 |
18 |
$255M |
| Murphy, Middleton, Hinkle & Parker, Inc. |
Thomasville, GA |
Q3 2024 |
136 |
$186M |
| Murphy Pohlad Asset Management LLC |
Eden Prairie, MN |
Q3 2024 |
119 |
$241M |
| Mustard Seed Financial, LLC |
Magnolia, AR |
Q3 2024 |
83 |
$120M |
| Must Asset Management Inc. |
Seoul, Korea, Republic of |
Q3 2023 |
21 |
$40.9M |
| Mutual Advisors, LLC |
Omaha, NE |
Q3 2024 |
1083 |
$3.32B |
| MUTUAL OF AMERICA CAPITAL MANAGEMENT LLC |
New York, NY |
Q3 2024 |
1447 |
$9.5B |
| Muzinich & Co., Inc. |
New York, NY |
Q3 2024 |
38 |
$127M |
| MV CAPITAL MANAGEMENT, INC. |
Bethesda, MD |
Q3 2024 |
1046 |
$942M |
| MV Management XI, L.L.C. |
Menlo Park, CA |
Q3 2023 |
3 |
$60.1M |
| MVM Partners, LLC |
Boston, MA |
Q3 2024 |
3 |
$91.7M |
| MWA Asset Management |
Lexington, MA |
Q3 2024 |
128 |
$150M |
| MWG Management Ltd. |
Road Town, Tortola, Virgin Islands, British |
Q3 2024 |
3 |
$90.3M |
| MY.Alpha Management HK Advisors Ltd |
Hong Kong, Hong Kong |
Q3 2024 |
14 |
$280M |
| MYCIO WEALTH PARTNERS, LLC |
Philadelphia, PA |
Q3 2024 |
46 |
$436M |
| MYDA Advisors LLC |
Woodmere, NY |
Q3 2024 |
115 |
$351M |
| MYECFO, LLC |
La Jolla, CA |
Q3 2024 |
57 |
$185M |
| My Legacy Advisors, LLC |
Bend, OR |
Q3 2024 |
195 |
$253M |
| My Personal CFO, LLC |
Vancouver, WA |
Q3 2024 |
88 |
$182M |
| Myriad Asset Management Ltd. |
North Point, Hong Kong |
Q1 2022 |
85 |
$686M |
| Mystic Asset Management, Inc. |
Warwick, RI |
Q3 2024 |
177 |
$265M |
| MY Wealth Management Inc. |
Germantown, MD |
Q3 2024 |
26 |
$98.6M |