Oak Asset Management, LLC |
Westlake Village, CA |
Q3 2024 |
106 |
$282M |
OAK ASSOCIATES LTD /OH/ |
Akron, OH |
Q2 2024 |
133 |
$1.51B |
OAKBROOK INVESTMENTS LLC |
Lisle, IL |
Q1 2020 |
78 |
$39.2M |
Oakcliff Capital Partners, LP |
New York, NY |
Q2 2024 |
10 |
$187M |
OAK FAMILY ADVISORS, LLC |
Chicago, IL |
Q3 2024 |
130 |
$277M |
Oak Grove Capital LLC |
North Hampton, NH |
Q2 2024 |
52 |
$390M |
OAK HARBOR WEALTH PARTNERS, LLC |
Raleigh, NC |
Q2 2024 |
216 |
$318M |
Oak Harvest Investment Services |
Houston, TX |
Q2 2024 |
114 |
$588M |
OAK HILL ADVISORS LP |
New York, NY |
Q2 2024 |
11 |
$708M |
OAK HILL CAPITAL MANAGEMENT, LLC |
New York, NY |
Q2 2024 |
1 |
$312M |
Oakhurst Advisors,LLC |
Los Angeles, CA |
Q4 2022 |
2 |
$8.4M |
OAKMONT Corp |
Los Angeles, CA |
Q2 2024 |
32 |
$455M |
Oak Point Wealth Management |
Portage, MI |
Q1 2018 |
204 |
$98M |
OAK RIDGE INVESTMENTS LLC |
Chicago, IL |
Q2 2024 |
146 |
$1.05B |
Oak Root LLC |
Santa Barbara, CA |
Q2 2024 |
15 |
$750M |
Oak Thistle LLC |
New York, NY |
Q2 2024 |
286 |
$135M |
OAKTOP CAPITAL MANAGEMENT II, L.P. |
Chatham, NJ |
Q2 2024 |
16 |
$976M |
OAKTREE CAPITAL MANAGEMENT LP |
Los Angeles, CA |
Q2 2024 |
148 |
$5.8B |
Oaktree Fund Advisors, LLC |
Los Angles, CA |
Q2 2024 |
46 |
$107M |
OAKVIEW CAPITAL MANAGEMENT, L.P. |
Dallas, TX |
Q2 2024 |
15 |
$31.8M |
Oakwell Private Wealth Management, LLC |
Austin, TX |
Q2 2024 |
65 |
$354M |
OAKWOOD CAPITAL MANAGEMENT LLC/CA |
Los Angeles, CA |
Q2 2021 |
61 |
$388M |
Oakworth Capital, Inc. |
Birmingham, AL |
Q2 2024 |
721 |
$1.37B |
OARSMAN CAPITAL, INC. |
Milwaukee, WI |
Q2 2024 |
230 |
$454M |
Oasis Management Co Ltd. |
Grand Cayman, Cayman Islands |
Q2 2024 |
64 |
$299M |
OBERMEYER WOOD INVESTMENT COUNSEL, LLLP |
Aspen, CO |
Q2 2024 |
246 |
$1.74B |
OBERNDORF WILLIAM E |
San Francisco, CA |
Q2 2024 |
9 |
$57M |
OBERWEIS ASSET MANAGEMENT INC/ |
Lisle, IL |
Q2 2024 |
195 |
$1.63B |
Objective Capital Management, LLC |
Pepper Pike, OH |
Q1 2024 |
137 |
$148M |
Objectivity Squared, LLC |
Charleston, SC |
Q3 2024 |
50 |
$144M |
O'Brien Greene & Co. Inc |
Media, PA |
Q2 2024 |
138 |
$316M |
O'Brien Wealth Partners LLC |
Waltham, MA |
Q2 2024 |
62 |
$445M |
Obsidian Personal Planning Solutions LLC |
Rockville, MD |
Q2 2024 |
97 |
$164M |
Obvious Management Services, L.L.C. |
San Francisco, CA |
Q3 2022 |
1 |
$42.4M |
Occidental Asset Management, LLC |
Burlingame, CA |
Q3 2024 |
215 |
$620M |
OCCUDO QUANTITATIVE STRATEGIES LP |
Fort Lauderdale, FL |
Q2 2024 |
715 |
$564M |
OCEAN ARETE LTD |
Hong Kong, Hong Kong |
Q3 2023 |
1 |
$6.31M |
Ocean Endowment Partners, LLC |
Chicago, IL |
Q3 2021 |
8 |
$4.96M |
Oceanic Investment Management LTD |
Douglas, Isle of Man |
Q3 2018 |
28 |
$47M |
Ocean Park Asset Management, LLC |
Santa Monica, CA |
Q2 2024 |
76 |
$2.11B |
Oceanside Advisors LLC |
Mount Pleasant, SC |
Q2 2024 |
47 |
$124M |
OCO Capital Partners, L.P. |
New York, NY |
Q2 2024 |
3 |
$117M |
OCONNOR, A Distinct Business Unit of UBS ASSET MANAGEMENT AMERICAS (LLC) |
Chicago, IL |
Q2 2024 |
415 |
$1.58B |
O'Connor Financial Group LLC |
Quincy, IL |
Q3 2024 |
55 |
$190M |
Octagon Capital Advisors LP |
New York, NY |
Q2 2024 |
44 |
$606M |
Octahedron Capital Management L.P. |
Hillsborough, CA |
Q2 2024 |
19 |
$99.7M |
Octavia Wealth Advisors, LLC |
Cincinnati, OH |
Q3 2024 |
223 |
$812M |
O'Dell Group, LLC |
Cincinnati, OH |
Q2 2024 |
90 |
$405M |
Oder Investment Management, LLC |
Woodland Hills, CA |
Q2 2024 |
88 |
$110M |
Odey Asset Management Group Ltd |
London, United Kingdom |
Q1 2023 |
24 |
$381M |
Odey Asset Management LLP |
London, United Kingdom, United Kingdom |
Q3 2023 |
35 |
$80.1M |
Odey Holdings AG |
Zurich, Switzerland, Switzerland |
Q1 2021 |
22 |
$11.1M |
ODonnell Financial Services, LLC |
San Rafael, CA |
Q2 2024 |
38 |
$225M |
OECHSLE INTERNATIONAL ADVISORS, LLC |
Boston, MA |
Q3 2015 |
5 |
$61.6M |
OEP CAPITAL ADVISORS, L.P. |
New York, NY |
Q2 2024 |
2 |
$139M |
OFFIT CAPITAL ADVISORS LLC |
New York, NY |
Q3 2023 |
1 |
$60.1M |
OFI INVEST ASSET MANAGEMENT |
Paris, France |
Q2 2024 |
365 |
$3.76B |
OGBORNE CAPITAL MANAGEMENT, LLC |
San Francisco, CA |
Q2 2024 |
13 |
$323M |
OGOREK ANTHONY JOSEPH /NY/ /ADV |
Williamsville, NY |
Q2 2024 |
268 |
$288M |
Ohio National Investments, Inc. |
Montgomery, OH |
Q1 2016 |
444 |
$547M |
OIKOS HOLDINGS LLC |
New York, NY |
Q2 2024 |
9 |
$422M |
OKABENA INVESTMENT SERVICES INC |
Minneapolis, MN |
Q2 2024 |
110 |
$315M |
O'Keefe Stevens Advisory, Inc. |
Rochester, NY |
Q3 2024 |
72 |
$331M |
Old Bellows Partners LP |
New York, NY |
Q3 2018 |
2 |
$9.01M |
OLD DOMINION CAPITAL MANAGEMENT INC |
Charlottesville, VA |
Q3 2021 |
170 |
$467M |
Oldfather Financial Services, LLC |
Kearney, NE |
Q2 2024 |
72 |
$244M |
Oldfield Partners LLP |
London, United Kingdom |
Q2 2024 |
29 |
$529M |
OLD MISSION CAPITAL LLC |
Chicago, IL |
Q2 2024 |
837 |
$3.81B |
OLD MISSION CAPITAL, LLC |
Chicago, IL |
Q4 2020 |
495 |
$1.61B |
OLD MUTUAL CUSTOMISED SOLUTIONS (PROPRIETARY) LTD |
Pinelands, South Africa |
Q2 2018 |
754 |
$1B |
OLD NATIONAL BANCORP /IN/ |
Evansville, IN |
Q2 2024 |
623 |
$4.25B |
Old North State Trust, LLC |
Greensboro, NC |
Q2 2024 |
129 |
$116M |
OLD POINT TRUST & FINANCIAL SERVICES N A |
Newport News, VA |
Q2 2024 |
356 |
$258M |
Old Port Advisors |
Portland, ME |
Q2 2024 |
225 |
$335M |
OLD REPUBLIC INTERNATIONAL CORP |
Chicago, IL |
Q2 2024 |
54 |
$2.46B |
OLD SECOND NATIONAL BANK OF AURORA |
Aurora, IL |
Q2 2024 |
338 |
$390M |
Old Well Partners, LLC |
Charlotte, NC |
Q2 2024 |
31 |
$84.8M |
Old West Investment Management, LLC |
Los Angeles, CA |
Q2 2024 |
58 |
$227M |
OLIO Financial Planning |
Mclean, VA |
Q3 2024 |
52 |
$237M |
Olistico Wealth, LLC |
Tulsa, OK |
Q3 2024 |
311 |
$164M |
OLIVER LAGORE VANVALIN INVESTMENT GROUP |
Flint, MI |
Q2 2024 |
724 |
$349M |
Oliver Luxxe Assets LLC |
Gladstone, NJ |
Q3 2024 |
183 |
$559M |
OLP CAPITAL MANAGEMENT Ltd |
Causeway Bay, Hong Kong |
Q2 2024 |
5 |
$668M |
Olstein Capital Management, L.P. |
Purchase, NY |
Q2 2024 |
99 |
$562M |
Olympiad Research LP |
Stamford, CT |
Q2 2024 |
341 |
$136M |
OLYMPUS WEALTH MANAGEMENT, LLC |
Cottonwood Heights, UT |
Q2 2024 |
17 |
$320M |
OMC Financial Services LTD |
Dewitt, NY |
Q2 2024 |
60 |
$212M |
Omega Advisors Inc. |
New York, NY |
Q4 2018 |
35 |
$1.01B |
Omega Financial Group, LLC |
Santa Barbara, CA |
Q3 2024 |
81 |
$264M |
Omega Fund Management, LLC |
Boston, MA |
Q2 2024 |
11 |
$135M |
OMERS ADMINISTRATION Corp |
Toronto, Ontario, Canada |
Q2 2024 |
1028 |
$10.4B |
OMNI 360 Wealth, Inc. |
Plainsboro, NJ |
Q2 2024 |
112 |
$135M |
Omnia Family Wealth, LLC |
Aventura, FL |
Q2 2024 |
78 |
$236M |
OMNI PARTNERS LLP |
London, United Kingdom |
Q1 2021 |
247 |
$2.02B |
Omni Partners US LLC |
Irvine, CA |
Q3 2021 |
244 |
$1.95B |
OmniStar Financial Group, Inc. |
Wilmington, NC |
Q3 2024 |
123 |
$133M |
OMT Capital Management LLC |
San Francisco, CA |
Q4 2015 |
35 |
$51.7M |
Once Capital Management, LLC |
New York, NY |
Q2 2024 |
23 |
$202M |
One01 Capital, LP |
Burlingame, CA |
Q3 2023 |
18 |
$82.3M |
ONE Advisory Partners, LLC |
Overland Park, KS |
Q3 2024 |
46 |
$228M |
OneAscent Financial Services LLC |
Birmingham, AL |
Q2 2024 |
250 |
$718M |
OneAscent Wealth Management LLC |
Birmingham, AL |
Q2 2024 |
97 |
$192M |
One Capital Management, LLC |
Westlake Village, CA |
Q2 2024 |
375 |
$2.94B |
One Charles Private Wealth Services, LLC |
Hingham, MA |
Q2 2024 |
148 |
$240M |
One Day In July LLC |
Burlington, VT |
Q2 2024 |
132 |
$802M |
One Degree Advisors Inc |
San Diego, CA |
Q2 2024 |
54 |
$207M |
OneDigital Investment Advisors LLC |
Overland Park, KS |
Q2 2024 |
1365 |
$8B |
One Fin Capital Management LP |
San Francisco, CA |
Q2 2024 |
19 |
$252M |
O'Neil Global Advisors, Inc. |
Los Angeles, CA |
Q2 2024 |
50 |
$213M |
ONE PLUS ONE WEALTH MANAGEMENT, LLC |
Jupiter, FL |
Q2 2024 |
93 |
$175M |
One River Asset Management, LLC |
Stamford, CT |
Q2 2024 |
52 |
$184M |
One Tusk Investment Partners LP |
New York, NY |
Q3 2019 |
11 |
$81.7M |
One Wealth Advisors, LLC |
San Francisco, CA |
Q3 2024 |
266 |
$652M |
One Wealth Management Investment & Advisory Services, LLC |
Miami Beach, FL |
Q2 2024 |
134 |
$250M |
Onex Canada Asset Management Inc. |
Toronto, Ontario, Canada |
Q2 2024 |
110 |
$862M |
ONTARIO TEACHERS PENSION PLAN BOARD |
Toronto, Ontario, Canada |
Q2 2024 |
449 |
$10.2B |
Onyx Bridge Wealth Group LLC |
Tarrytown, NY |
Q3 2024 |
285 |
$663M |
Onyx Financial Advisors, LLC |
Idaho Falls, ID |
Q2 2024 |
13 |
$167M |
OnyxPoint Global Management LP |
New York, NY |
Q2 2024 |
10 |
$184M |
Opaleye Management Inc. |
Boston, MA |
Q2 2024 |
51 |
$438M |
Opal Wealth Advisors, LLC |
Jericho, NY |
Q3 2024 |
189 |
$319M |
Open Field Capital LLC |
New York, X1 |
Q3 2014 |
37 |
$66.6M |
Opera Trading Capital |
Paris, France |
Q4 2018 |
87 |
$411M |
Operose Advisors LLC |
Milwaukee, WI |
Q2 2024 |
578 |
$282M |
Opes Advisors Inc |
Cupertino, CA |
Q4 2018 |
43 |
$140M |
Opes Wealth Management LLC |
Menlo Park, CA |
Q2 2024 |
133 |
$479M |
Ophir Asset Management Pty Ltd |
Sydney, Australia |
Q2 2024 |
33 |
$564M |
OPINICUS CAPITAL, INC. |
Tampa, FL |
Q2 2024 |
96 |
$119M |
OPPENHEIMER ASSET MANAGEMENT INC. |
New York, NY |
Q2 2024 |
1149 |
$7.83B |
Oppenheimer & Close, LLC |
New York, NY |
Q3 2024 |
51 |
$125M |
OPPENHEIMER & CO INC |
New York, NY |
Q2 2024 |
1430 |
$6.3B |
OppenheimerFunds, Inc. |
New York, NY |
Q1 2019 |
1726 |
$80.4B |
OPSEU Pension Plan Trust Fund |
Toronto, Ontario, Canada |
Q1 2024 |
2 |
$22.4M |
Optas, LLC |
Austin, TX |
Q2 2024 |
221 |
$388M |
Opti Capital Management, LP |
New York, NY |
Q2 2024 |
|
$1.34B |
OptiFour Integrated Wealth Management, LLC |
Mc Lean, VA |
Q4 2019 |
74 |
$145M |
Optima Fund Management LLC |
New York, NY |
Q2 2019 |
37 |
$58.6M |
Optimal Asset Management, Inc. |
Los Altos, CA |
Q3 2021 |
339 |
$793M |
OPTIMAS CAPITAL Ltd |
Central, Hong Kong |
Q2 2024 |
22 |
$71.6M |
Optimist Retirement Group LLC |
Bellevue, WA |
Q2 2024 |
112 |
$190M |
OPTIMUM INVESTMENT ADVISORS |
Chicago, IL |
Q3 2024 |
636 |
$231M |
Optimum Quantvest Corp |
Stamford, CT |
Q3 2020 |
16 |
$51.8M |
Optimus Prime Fund Management Co., Ltd. |
Grand Cayman, Cayman Islands |
Q2 2024 |
25 |
$849M |
Optiver Holding B.V. |
Amsterdam, Netherlands |
Q2 2024 |
536 |
$5.19B |
Opus Capital Group, LLC |
Cincinnati, OH |
Q2 2024 |
117 |
$701M |
OPUS INVESTMENT MANAGEMENT INC |
Worcester, MA |
Q2 2024 |
38 |
$155M |
Opus Point Partners Management, LLC |
New York, NY |
Q3 2019 |
54 |
$46.9M |
Oracle Alpha Inc. |
Toronto, Ontario, Canada |
Q1 2024 |
185 |
$55.7M |
ORACLE INVESTMENT MANAGEMENT INC |
Greenwich, CT |
Q2 2024 |
16 |
$93.2M |
ORANGE CAPITAL, LLC |
Manhasset, NY |
Q3 2016 |
1 |
$5.5M |
ORBA Wealth Advisors, L.L.C. |
Chicago, IL |
Q3 2024 |
104 |
$198M |
ORBIMED ADVISORS LLC |
New York, NY |
Q2 2024 |
108 |
$4.66B |
Orbis Allan Gray Ltd |
Hamilton, Bermuda |
Q2 2024 |
76 |
$16.1B |
Orbis Financial Ltd |
Tortola, Virgin Islands, British |
Q3 2015 |
2 |
$86.4M |
ORBIS HOLDINGS LTD |
Hamilton, Bermuda |
Q4 2015 |
83 |
$12.8B |
Orbitronix, LP |
Newport Beach, CA |
Q4 2016 |
10 |
$17.8M |
Orca Investment Management, LLC |
Roseburg, OR |
Q3 2024 |
57 |
$111M |
Orcam Financial Group |
Encinitas, CA |
Q2 2024 |
42 |
$93.2M |
Orchard Capital Management, LLC |
Chicago, IL |
Q2 2024 |
43 |
$331M |
OREGON PUBLIC EMPLOYEES RETIREMENT FUND |
Tigard, OR |
Q2 2024 |
1511 |
$5.05B |
Orgel Wealth Management, LLC |
Altoona, WI |
Q3 2024 |
81 |
$4B |
ORG Partners LLC |
Roanoke, IN |
Q3 2024 |
1150 |
$625M |
ORG Wealth Partners, LLC |
Dallas, TX |
Q3 2024 |
466 |
$301M |
Oribel Capital Management, LP |
New York, NY |
Q2 2024 |
27 |
$738M |
Origin Asset Management LLP |
London, United Kingdom |
Q2 2024 |
10 |
$400M |
Orinda Asset Management LLC |
Lafayette, CA |
Q3 2020 |
38 |
$48.7M |
Orin Green Financial, LLC |
San Diego, CA |
Q3 2024 |
83 |
$232M |
Orion Capital Management LLC |
Coronado, CA |
Q2 2024 |
424 |
$190M |
Orion Investment Co |
St. Louis, MO |
Q2 2024 |
64 |
$250M |
Orion Portfolio Solutions, LLC |
Omaha, NE |
Q2 2024 |
1711 |
$9.47B |
Orion Resource Partners LP |
New York, NY |
Q2 2024 |
18 |
$662M |
ORIX CORP |
Tokyo, Japan |
Q2 2024 |
1 |
$479M |
Orland Properties Ltd |
Road Town, Tortola, Virgin Islands, British |
Q2 2024 |
12 |
$132M |
ORLEANS CAPITAL MANAGEMENT CORP/LA |
Mandeville, LA |
Q2 2024 |
76 |
$157M |
O'ROURKE & COMPANY, Inc |
Boston, MA |
Q2 2024 |
142 |
$178M |
ORRELL CAPITAL MANAGEMENT INC |
Livermore, CA |
Q3 2015 |
25 |
$43.6M |
ORRSTOWN FINANCIAL SERVICES INC |
Harrisburg, PA |
Q2 2024 |
81 |
$189M |
ORSER CAPITAL MANAGEMENT, LLC |
Southlake, TX |
Q3 2024 |
40 |
$139M |
OSAIC HOLDINGS, INC. |
Scottsdale, AZ |
Q2 2024 |
7186 |
$42.3B |
Osbon Capital Management LLC |
Boston, MA |
Q2 2019 |
50 |
$94M |
OSBORNE PARTNERS CAPITAL MANAGEMENT, LLC |
San Francisco, CA |
Q2 2024 |
218 |
$1.67B |
Osborn Williams & Donohoe LLC |
Cincinnati, OH |
Q1 2020 |
259 |
$762M |
O'SHAUGHNESSY ASSET MANAGEMENT, LLC |
Stamford, CT |
Q2 2024 |
1961 |
$9.68B |
Osher Van de Voorde Investment Management |
Pasadena, CA |
Q3 2024 |
33 |
$462M |
OSKIE CAPITAL MANAGEMENT, LLC |
New York, NY |
Q3 2017 |
24 |
$60M |
Oslo Asset Management AS |
Oslo, Norway |
Q2 2024 |
10 |
$86.5M |
Osmium Partners, LLC |
Greenbrae, CA |
Q4 2022 |
3 |
$10.4M |
OSSIAM |
Paris, France |
Q2 2024 |
639 |
$5.28B |
OSTERWEIS CAPITAL MANAGEMENT INC |
San Francisco, CA |
Q2 2024 |
195 |
$1.94B |
OSTRUM ASSET MANAGEMENT |
Paris, France |
Q2 2024 |
644 |
$1.15B |
OTA Financial Group L.P. |
Purchase, NY |
Q2 2023 |
7 |
$143M |
Otter Creek Advisors, LLC |
Palm Beach Gardens, FL |
Q2 2024 |
39 |
$154M |
OTTER CREEK MANAGEMENT INC |
West Palm Beach, FL |
Q3 2015 |
34 |
$54.2M |
OUP Management Co., LLC |
Bala Cynwyd, PA |
Q3 2023 |
12 |
$44.5M |
OUTFITTER ADVISORS, LTD. |
Mclean, VA |
Q2 2018 |
123 |
$221M |
OUTFITTER FINANCIAL LLC |
Brunswick, ME |
Q2 2024 |
77 |
$120M |
Outlook Wealth Advisors, LLC |
Shenandoah, TX |
Q2 2024 |
256 |
$138M |
Ovata Capital Management Ltd |
Hong Kong, Hong Kong |
Q2 2024 |
38 |
$184M |
Overbrook Management Corp |
New York, NY |
Q2 2024 |
57 |
$396M |
OVERSEA-CHINESE BANKING Corp Ltd |
Singapore, Singapore |
Q2 2024 |
351 |
$3.32B |
OV Management LLC |
Minneapolis, MN |
Q2 2024 |
61 |
$140M |
Owen LaRue, LLC |
Elizabethtown, KY |
Q2 2024 |
83 |
$162M |
Owl Creek Asset Management, L.P. |
New York, NY |
Q2 2024 |
37 |
$558M |
Owls Nest Partners IA, LLC |
Chadds Ford, PA |
Q2 2024 |
17 |
$350M |
Ownership Capital B.V. |
Amsterdam, Netherlands |
Q2 2024 |
22 |
$3.7B |
Oxbow Advisors, LLC |
Austin, TX |
Q2 2024 |
230 |
$852M |
Oxbow Capital Management (HK) Ltd |
Hong Kong, Hong Kong |
Q2 2024 |
8 |
$296M |
OxenFree Capital LLC |
Satellite Beach, FL |
Q3 2024 |
40 |
$127M |
OXFORD ASSET MANAGEMENT LLP |
Oxford, United Kingdom |
Q2 2024 |
239 |
$83.3M |
OXFORD FINANCIAL GROUP, LTD. LLC |
Carmel, IN |
Q2 2024 |
320 |
$1.52B |
Oxford Wealth Group, LLC |
Orlando, FL |
Q2 2024 |
68 |
$145M |
Oxinas Partners Wealth Management LLC |
Jeffersonville, IN |
Q3 2024 |
115 |
$163M |
Oxler Private Wealth LLC |
Rye Brook, NY |
Q3 2024 |
86 |
$287M |