Oak Asset Management, LLC |
Westlake Village, CA |
Q3 2024 |
106 |
$282M |
OAK ASSOCIATES LTD /OH/ |
Akron, OH |
Q3 2024 |
129 |
$1.49B |
OAKBROOK INVESTMENTS LLC |
Lisle, IL |
Q1 2020 |
78 |
$39.2M |
Oakcliff Capital Partners, LP |
New York, NY |
Q3 2024 |
9 |
$199M |
OAK FAMILY ADVISORS, LLC |
Chicago, IL |
Q3 2024 |
130 |
$277M |
Oak Grove Capital LLC |
North Hampton, NH |
Q3 2024 |
54 |
$452M |
OAK HARBOR WEALTH PARTNERS, LLC |
Raleigh, NC |
Q3 2024 |
216 |
$345M |
Oak Harvest Investment Services |
Houston, TX |
Q3 2024 |
132 |
$695M |
OAK HILL ADVISORS LP |
New York, NY |
Q3 2024 |
14 |
$668M |
OAK HILL CAPITAL MANAGEMENT, LLC |
New York, NY |
Q3 2024 |
1 |
$310M |
Oakhurst Advisors,LLC |
Los Angeles, CA |
Q4 2022 |
2 |
$8.4M |
OAKMONT Corp |
Los Angeles, CA |
Q3 2024 |
32 |
$520M |
Oak Point Wealth Management |
Portage, MI |
Q1 2018 |
204 |
$98M |
OAK RIDGE INVESTMENTS LLC |
Chicago, IL |
Q3 2024 |
152 |
$1.14B |
Oak Root LLC |
Santa Barbara, CA |
Q3 2024 |
15 |
$792M |
Oak Thistle LLC |
New York, NY |
Q3 2024 |
384 |
$308M |
OAKTOP CAPITAL MANAGEMENT II, L.P. |
Chatham, NJ |
Q3 2024 |
15 |
$916M |
OAKTREE CAPITAL MANAGEMENT LP |
Los Angeles, CA |
Q3 2024 |
166 |
$6B |
Oaktree Fund Advisors, LLC |
Los Angles, CA |
Q3 2024 |
48 |
$88.6M |
OAKVIEW CAPITAL MANAGEMENT, L.P. |
Dallas, TX |
Q3 2024 |
11 |
$21.4M |
Oakwell Private Wealth Management, LLC |
Austin, TX |
Q3 2024 |
61 |
$348M |
OAKWOOD CAPITAL MANAGEMENT LLC/CA |
Los Angeles, CA |
Q2 2021 |
61 |
$388M |
Oakworth Capital, Inc. |
Birmingham, AL |
Q3 2024 |
668 |
$1.44B |
OARSMAN CAPITAL, INC. |
Milwaukee, WI |
Q3 2024 |
904 |
$541M |
Oasis Management Co Ltd. |
Grand Cayman, Cayman Islands |
Q3 2024 |
74 |
$274M |
OBERMEYER WOOD INVESTMENT COUNSEL, LLLP |
Aspen, CO |
Q3 2024 |
259 |
$1.87B |
OBERNDORF WILLIAM E |
San Francisco, CA |
Q3 2024 |
8 |
$75.4M |
OBERWEIS ASSET MANAGEMENT INC/ |
Lisle, IL |
Q3 2024 |
205 |
$1.95B |
Objective Capital Management, LLC |
Pepper Pike, OH |
Q3 2024 |
148 |
$170M |
Objectivity Squared, LLC |
Charleston, SC |
Q3 2024 |
50 |
$144M |
O'Brien Greene & Co. Inc |
Media, PA |
Q3 2024 |
135 |
$321M |
O'Brien Wealth Partners LLC |
Waltham, MA |
Q3 2024 |
66 |
$510M |
Obsidian Personal Planning Solutions LLC |
Rockville, MD |
Q3 2024 |
101 |
$185M |
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 |
Q3 2024 |
670 |
$548M |
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 |
Q3 2024 |
77 |
$2.28B |
Oceanside Advisors LLC |
Mount Pleasant, SC |
Q3 2024 |
49 |
$134M |
OCO Capital Partners, L.P. |
New York, NY |
Q3 2024 |
3 |
$131M |
OCONNOR, A Distinct Business Unit of UBS ASSET MANAGEMENT AMERICAS (LLC) |
Chicago, IL |
Q3 2024 |
385 |
$1.27B |
O'Connor Financial Group LLC |
Quincy, IL |
Q3 2024 |
55 |
$190M |
Octagon Capital Advisors LP |
New York, NY |
Q3 2024 |
41 |
$624M |
Octahedron Capital Management L.P. |
Hillsborough, CA |
Q3 2024 |
17 |
$89.9M |
Octavia Wealth Advisors, LLC |
Cincinnati, OH |
Q3 2024 |
223 |
$812M |
ODDO BHF ASSET MANAGEMENT SAS |
Paris, France |
Q3 2024 |
312 |
$1.99B |
O'Dell Group, LLC |
Cincinnati, OH |
Q3 2024 |
98 |
$451M |
Oder Investment Management, LLC |
Woodland Hills, CA |
Q3 2024 |
91 |
$116M |
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 |
Q3 2024 |
43 |
$246M |
OECHSLE INTERNATIONAL ADVISORS, LLC |
Boston, MA |
Q3 2015 |
5 |
$61.6M |
OEP CAPITAL ADVISORS, L.P. |
New York, NY |
Q3 2024 |
1 |
$155M |
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 |
Q3 2024 |
15 |
$354M |
OGOREK ANTHONY JOSEPH /NY/ /ADV |
Williamsville, NY |
Q3 2024 |
262 |
$291M |
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 |
Q3 2024 |
107 |
$354M |
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 |
Q3 2024 |
76 |
$260M |
Oldfield Partners LLP |
London, United Kingdom |
Q3 2024 |
30 |
$473M |
OLD MISSION CAPITAL LLC |
Chicago, IL |
Q3 2024 |
829 |
$4.56B |
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 |
Q3 2024 |
646 |
$4.33B |
Old North State Trust, LLC |
Greensboro, NC |
Q3 2024 |
133 |
$123M |
Old North State Wealth Management, LLC |
Wilmington, NC |
Q3 2024 |
108 |
$179M |
OLD POINT TRUST & FINANCIAL SERVICES N A |
Newport News, VA |
Q3 2024 |
314 |
$278M |
Old Port Advisors |
Portland, ME |
Q3 2024 |
238 |
$360M |
OLD REPUBLIC INTERNATIONAL CORP |
Chicago, IL |
Q3 2024 |
54 |
$2.67B |
OLD SECOND NATIONAL BANK OF AURORA |
Aurora, IL |
Q3 2024 |
329 |
$414M |
Old Well Partners, LLC |
Charlotte, NC |
Q3 2024 |
16 |
$46.3M |
Old West Investment Management, LLC |
Los Angeles, CA |
Q3 2024 |
58 |
$259M |
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 |
Q3 2024 |
680 |
$374M |
Oliver Luxxe Assets LLC |
Gladstone, NJ |
Q3 2024 |
183 |
$559M |
OLP CAPITAL MANAGEMENT Ltd |
Causeway Bay, Hong Kong |
Q3 2024 |
6 |
$669M |
Olstein Capital Management, L.P. |
Purchase, NY |
Q3 2024 |
98 |
$588M |
Olympiad Research LP |
Stamford, CT |
Q3 2024 |
318 |
$154M |
Olympus Peak Asset Management LP |
Greenwich, CT |
Q3 2024 |
1 |
$267M |
OLYMPUS WEALTH MANAGEMENT, LLC |
Cottonwood Heights, UT |
Q3 2024 |
16 |
$283M |
OMC Financial Services LTD |
Dewitt, NY |
Q3 2024 |
60 |
$207M |
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 |
Q3 2024 |
11 |
$160M |
OMERS ADMINISTRATION Corp |
Toronto, Ontario, Canada |
Q3 2024 |
891 |
$10.9B |
OMNI 360 Wealth, Inc. |
Plainsboro, NJ |
Q3 2024 |
123 |
$153M |
Omnia Family Wealth, LLC |
Aventura, FL |
Q3 2024 |
79 |
$233M |
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 |
Q3 2024 |
18 |
$220M |
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 |
Q3 2024 |
183 |
$139M |
OneAscent Wealth Management LLC |
Birmingham, AL |
Q3 2024 |
178 |
$263M |
One Capital Management, LLC |
Westlake Village, CA |
Q3 2024 |
375 |
$3.14B |
One Charles Private Wealth Services, LLC |
Hingham, MA |
Q3 2024 |
153 |
$263M |
One Day In July LLC |
Burlington, VT |
Q3 2024 |
136 |
$886M |
One Degree Advisors Inc |
San Diego, CA |
Q3 2024 |
60 |
$237M |
OneDigital Investment Advisors LLC |
Overland Park, KS |
Q3 2024 |
1431 |
$8.76B |
One Fin Capital Management LP |
San Francisco, CA |
Q3 2024 |
18 |
$265M |
ONEFUND, LLC |
Honolulu, HI |
Q3 2024 |
127 |
$98.5M |
O'Neil Global Advisors, Inc. |
Los Angeles, CA |
Q3 2024 |
56 |
$392M |
ONE PLUS ONE WEALTH MANAGEMENT, LLC |
Jupiter, FL |
Q3 2024 |
87 |
$169M |
One River Asset Management, LLC |
Stamford, CT |
Q3 2024 |
48 |
$88.8M |
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 |
Q3 2024 |
45 |
$57M |
One William Street Capital Management, L.P. |
New York, NY |
Q3 2024 |
1 |
$455K |
Onex Canada Asset Management Inc. |
Toronto, Ontario, Canada |
Q3 2024 |
110 |
$855M |
ONTARIO TEACHERS PENSION PLAN BOARD |
Toronto, Ontario, Canada |
Q3 2024 |
420 |
$11.1B |
Onyx Bridge Wealth Group LLC |
Tarrytown, NY |
Q3 2024 |
285 |
$663M |
Onyx Financial Advisors, LLC |
Idaho Falls, ID |
Q3 2024 |
16 |
$182M |
OnyxPoint Global Management LP |
New York, NY |
Q3 2024 |
11 |
$186M |
Opaleye Management Inc. |
Boston, MA |
Q3 2024 |
44 |
$600M |
Opal Wealth Advisors, LLC |
Jericho, NY |
Q3 2024 |
189 |
$319M |
Open Field Capital LLC |
New York, US |
Q3 2014 |
37 |
$66.6M |
Opera Trading Capital |
Paris, France |
Q4 2018 |
87 |
$411M |
Operose Advisors LLC |
Milwaukee, WI |
Q3 2024 |
610 |
$309M |
Opes Advisors Inc |
Cupertino, CA |
Q4 2018 |
43 |
$140M |
Opes Wealth Management LLC |
Menlo Park, CA |
Q3 2024 |
140 |
$520M |
Ophir Asset Management Pty Ltd |
Sydney, Australia |
Q3 2024 |
31 |
$650M |
OPINICUS CAPITAL, INC. |
Tampa, FL |
Q3 2024 |
99 |
$125M |
OPPENHEIMER ASSET MANAGEMENT INC. |
New York, NY |
Q3 2024 |
1159 |
$8.31B |
Oppenheimer & Close, LLC |
New York, NY |
Q3 2024 |
51 |
$125M |
OPPENHEIMER & CO INC |
New York, NY |
Q3 2024 |
1506 |
$6.56B |
OppenheimerFunds, Inc. |
New York, NY |
Q1 2019 |
1774 |
$80.4B |
OPSEU Pension Plan Trust Fund |
Toronto, Ontario, Canada |
Q1 2024 |
2 |
$22.4M |
Optas, LLC |
Austin, TX |
Q3 2024 |
252 |
$435M |
Opti Capital Management, LP |
New York, NY |
Q3 2024 |
55 |
$1.71B |
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 |
347 |
$793M |
OPTIMAS CAPITAL Ltd |
Central, Hong Kong |
Q3 2024 |
24 |
$105M |
Optimist Retirement Group LLC |
Bellevue, WA |
Q3 2024 |
122 |
$222M |
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 |
Q3 2024 |
23 |
$766M |
Optiver Holding B.V. |
Amsterdam, Netherlands |
Q3 2024 |
609 |
$3.93B |
Optivise Advisory Services LLC |
Franklin, TN |
Q3 2024 |
164 |
$190M |
Opus Capital Group, LLC |
Cincinnati, OH |
Q3 2024 |
121 |
$800M |
OPUS INVESTMENT MANAGEMENT INC |
Worcester, MA |
Q3 2024 |
30 |
$142M |
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 |
Q3 2024 |
15 |
$125M |
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 |
Q3 2024 |
109 |
$5.46B |
Orbis Allan Gray Ltd |
Hamilton, Bermuda |
Q3 2024 |
80 |
$18.9B |
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 |
Q3 2024 |
47 |
$103M |
Orchard Capital Management, LLC |
Chicago, IL |
Q3 2024 |
57 |
$291M |
OREGON PUBLIC EMPLOYEES RETIREMENT FUND |
Tigard, OR |
Q3 2024 |
1511 |
$5.34B |
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 |
Q3 2024 |
34 |
$916M |
Oriental Harbor Investment Fund |
Hong Kong, Hong Kong |
Q3 2024 |
11 |
$949M |
Origin Asset Management LLP |
London, United Kingdom |
Q3 2024 |
11 |
$202M |
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 |
Q3 2024 |
128 |
$206M |
Orion Investment Co |
St. Louis, MO |
Q3 2024 |
66 |
$256M |
Orion Portfolio Solutions, LLC |
Omaha, NE |
Q3 2024 |
1776 |
$10B |
Orion Resource Partners LP |
New York, NY |
Q3 2024 |
12 |
$735M |
ORIX CORP |
Tokyo, Japan |
Q3 2024 |
1 |
$514M |
Orland Properties Ltd |
Road Town, Tortola, Virgin Islands, British |
Q3 2024 |
11 |
$149M |
ORLEANS CAPITAL MANAGEMENT CORP/LA |
Mandeville, LA |
Q3 2024 |
94 |
$175M |
O'ROURKE & COMPANY, Inc |
Boston, MA |
Q3 2024 |
148 |
$200M |
ORRELL CAPITAL MANAGEMENT INC |
Livermore, CA |
Q3 2015 |
25 |
$43.6M |
ORRSTOWN FINANCIAL SERVICES INC |
Harrisburg, PA |
Q3 2024 |
142 |
$339M |
ORSER CAPITAL MANAGEMENT, LLC |
Southlake, TX |
Q3 2024 |
40 |
$139M |
OSAIC HOLDINGS, INC. |
Scottsdale, AZ |
Q3 2024 |
7152 |
$44.3B |
Osbon Capital Management LLC |
Boston, MA |
Q2 2019 |
50 |
$94M |
OSBORNE PARTNERS CAPITAL MANAGEMENT, LLC |
San Francisco, CA |
Q3 2024 |
221 |
$1.76B |
Osborn Williams & Donohoe LLC |
Cincinnati, OH |
Q1 2020 |
259 |
$762M |
O'SHAUGHNESSY ASSET MANAGEMENT, LLC |
Stamford, CT |
Q3 2024 |
2114 |
$11.2B |
Osher Van de Voorde Investment Management |
Pasadena, CA |
Q3 2024 |
33 |
$462M |
OSKIE CAPITAL MANAGEMENT, LLC |
New York, NY |
Q3 2017 |
24 |
$60M |
Osmium Partners, LLC |
Greenbrae, CA |
Q4 2022 |
3 |
$10.4M |
Osprey Private Wealth LLC |
New York, NY |
Q3 2024 |
49 |
$143M |
OSSIAM |
Paris, France |
Q3 2024 |
640 |
$5.17B |
OSTERWEIS CAPITAL MANAGEMENT INC |
San Francisco, CA |
Q3 2024 |
190 |
$1.97B |
OSTRUM ASSET MANAGEMENT |
Paris, France |
Q3 2024 |
635 |
$1.21B |
OTA Financial Group L.P. |
Purchase, NY |
Q2 2023 |
7 |
$143M |
Otter Creek Advisors, LLC |
Palm Beach Gardens, FL |
Q3 2024 |
35 |
$158M |
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 |
Q3 2024 |
77 |
$121M |
Outlook Wealth Advisors, LLC |
Shenandoah, TX |
Q3 2024 |
254 |
$348M |
Ovata Capital Management Ltd |
Hong Kong, Hong Kong |
Q3 2024 |
33 |
$236M |
Overbrook Management Corp |
New York, NY |
Q3 2024 |
54 |
$436M |
OVERSEA-CHINESE BANKING Corp Ltd |
Singapore, Singapore |
Q3 2024 |
370 |
$3.57B |
OV Management LLC |
Minneapolis, MN |
Q3 2024 |
57 |
$151M |
Owen LaRue, LLC |
Elizabethtown, KY |
Q3 2024 |
95 |
$188M |
Owl Creek Asset Management, L.P. |
New York, NY |
Q3 2024 |
42 |
$684M |
Owls Nest Partners IA, LLC |
Chadds Ford, PA |
Q3 2024 |
16 |
$392M |
Ownership Capital B.V. |
Amsterdam, Netherlands |
Q3 2024 |
23 |
$3.13B |
Oxbow Advisors, LLC |
Austin, TX |
Q3 2024 |
217 |
$1.01B |
Oxbow Capital Management (HK) Ltd |
Hong Kong, Hong Kong |
Q3 2024 |
9 |
$235M |
OxenFree Capital LLC |
Satellite Beach, FL |
Q3 2024 |
40 |
$127M |
OXFORD ASSET MANAGEMENT LLP |
Oxford, United Kingdom |
Q3 2024 |
258 |
$102M |
OXFORD FINANCIAL GROUP, LTD. LLC |
Carmel, IN |
Q3 2024 |
295 |
$1.58B |
Oxford Wealth Group, LLC |
Orlando, FL |
Q3 2024 |
58 |
$123M |
Oxinas Partners Wealth Management LLC |
Jeffersonville, IN |
Q3 2024 |
115 |
$163M |
Oxler Private Wealth LLC |
Rye Brook, NY |
Q3 2024 |
86 |
$287M |