| PRICE T ROWE ASSOCIATES INC /MD/ |
Baltimore, MD |
Q3 2025 |
3,067 |
$936.41B |
| PRINCIPAL FINANCIAL GROUP INC |
Des Moines, IA |
Q3 2025 |
2,247 |
$198.27B |
| PNC FINANCIAL SERVICES GROUP, INC. |
Pittsburgh, PA |
Q3 2025 |
5,079 |
$164.88B |
| PRIMECAP MANAGEMENT CO/CA/ |
Pasadena, CA |
Q3 2025 |
327 |
$130.57B |
| Pictet Asset Management Holding SA |
Carouge, Switzerland |
Q3 2025 |
2,024 |
$103.67B |
| PRUDENTIAL FINANCIAL INC |
Newark, NJ |
Q3 2025 |
2,411 |
$84.28B |
| PUTNAM INVESTMENTS LLC |
Boston, MA |
Q4 2023 |
1,150 |
$75.73B |
| ProShare Advisors LLC |
Bethesda, MD |
Q3 2025 |
2,005 |
$47.78B |
| Point72 Asset Management, L.P. |
Stamford, CT |
Q3 2025 |
1,367 |
$46.02B |
| PARNASSUS INVESTMENTS, LLC |
San Francisco, CA |
Q3 2025 |
147 |
$43.27B |
| Pacer Advisors, Inc. |
Malvern, PA |
Q3 2025 |
3,887 |
$39.03B |
| PUBLIC EMPLOYEES RETIREMENT SYSTEM OF OHIO |
Columbus, OH |
Q3 2025 |
2,304 |
$31.51B |
| PZENA INVESTMENT MANAGEMENT LLC |
New York, NY |
Q3 2025 |
154 |
$30.94B |
| POLEN CAPITAL MANAGEMENT LLC |
Boca Raton, FL |
Q3 2025 |
232 |
$30.8B |
| PUBLIC SECTOR PENSION INVESTMENT BOARD |
Montreal, Quebec, Canada |
Q3 2025 |
1,258 |
$27.28B |
| PUBLIC EMPLOYEES RETIREMENT ASSOCIATION OF COLORADO |
Denver, CO |
Q3 2025 |
1,885 |
$27.21B |
| Pathstone Holdings, LLC |
Englewood, NJ |
Q3 2025 |
2,327 |
$26.17B |
| PANAGORA ASSET MANAGEMENT INC |
Boston, MA |
Q3 2025 |
1,147 |
$24.82B |
| Pershing Square Capital Management, L.P. |
New York, NY |
Q3 2025 |
11 |
$22.4B |
| Polar Capital Holdings Plc |
London, United Kingdom |
Q3 2025 |
251 |
$20.74B |
| Personal Capital Advisors Corp |
Redwood City, CA |
Q4 2022 |
489 |
$20.59B |
| Private Advisor Group, LLC |
Morristown, NJ |
Q3 2025 |
2,485 |
$20.33B |
| PUBLIC INVESTMENT FUND |
Al Aqiq District, Riyadh, Saudi Arabia |
Q3 2025 |
6 |
$19.37B |
| PineStone Asset Management Inc. |
Montreal, Quebec, Canada |
Q4 2025 |
43 |
$16.09B |
| PRUDENTIAL PLC |
London |
Q3 2025 |
706 |
$13.61B |
| PineBridge Investments, L.P. |
New York, NY |
Q3 2025 |
524 |
$13.41B |
| Police & Firemen's Retirement System of New Jersey |
Trenton, NJ |
Q3 2025 |
3,166 |
$12.44B |
| PARK AVENUE SECURITIES LLC |
New York, NY |
Q4 2025 |
1,493 |
$11.8B |
| Pentwater Capital Management LP |
Naples, FL |
Q3 2025 |
66 |
$11.14B |
| Partners Value Investments L.P. |
Hamilton, Bermuda |
Q3 2025 |
7 |
$10.8B |
| Penserra Capital Management LLC |
Orinda, CA |
Q3 2025 |
1,017 |
$8.36B |
| Phoenix Financial Ltd. |
Givatayim |
Q3 2025 |
462 |
$8.21B |
| Prime Capital Investment Advisors, LLC |
Overland Park, KS |
Q4 2025 |
1,004 |
$8.21B |
| PICTON MAHONEY ASSET MANAGEMENT |
Toronto, Ontario, Canada |
Q3 2025 |
1,035 |
$7.84B |
| Platinum Equity Advisors, LLC/DE |
Beverly Hills, CA |
Q3 2025 |
5 |
$7.7B |
| PEAPACK GLADSTONE FINANCIAL CORP |
Bedminster, NJ |
Q3 2025 |
678 |
$7.68B |
| PINNACLE ASSOCIATES LTD |
New York, NY |
Q3 2025 |
863 |
$7.54B |
| Perpetual Ltd |
Sydney, New South Wales, Australia |
Q4 2025 |
411 |
$6.91B |
| PGIM Custom Harvest LLC |
Newark, NJ |
Q3 2025 |
259 |
$6.64B |
| PLATINUM EQUITY, LLC |
Beverly Hills, CA |
Q3 2025 |
3 |
$6.51B |
| Pure Financial Advisors, LLC |
San Diego, CA |
Q3 2025 |
495 |
$6.28B |
| Investments PGGM |
Zeist, Netherlands |
Q3 2025 |
66 |
$6.18B |
| PRINCIPAL SECURITIES, INC. |
Des Moines, IA |
Q3 2025 |
3,731 |
$6.07B |
| PROVIDENT TRUST CO |
Waukesha, WI |
Q3 2025 |
23 |
$6B |
| Prospera Financial Services Inc |
Dallas, TX |
Q3 2025 |
1,352 |
$5.86B |
| Placemark Investments, Inc. |
Chicago, IL |
Q4 2014 |
1,618 |
$5.66B |
| Perigon Wealth Management, LLC |
San Francisco, CA |
Q4 2025 |
1,295 |
$5.59B |
| PointState Capital LP |
New York, NY |
Q3 2025 |
50 |
$5.58B |
| Parallel Advisors, LLC |
San Francisco, CA |
Q3 2025 |
3,502 |
$5.45B |
| Polar Asset Management Partners Inc. |
Toronto, Ontario, Canada |
Q3 2025 |
599 |
$5.04B |
| PERCEPTIVE ADVISORS LLC |
New York, NY |
Q3 2025 |
92 |
$4.38B |
| PAULSON & CO. INC. |
Jersey City, NJ |
Q3 2025 |
10 |
$4.26B |
| PINNACLE FINANCIAL PARTNERS INC |
Nashville, TN |
Q3 2025 |
459 |
$4.18B |
| Nelson Peltz |
Palm Beach, FL |
Q3 2025 |
0 |
$4.12B |
| PEAK6 LLC |
Austin, TX |
Q3 2025 |
731 |
$3.7B |
| Perfromance Wealth Partners, LLC |
Hinsdale, IL |
Q4 2025 |
198 |
$3.69B |
| PALISADE CAPITAL MANAGEMENT, LP |
Fort Lee, NJ |
Q3 2025 |
367 |
$3.68B |
| PECONIC PARTNERS LLC |
New York, NY |
Q3 2025 |
12 |
$3.62B |
| Paradigm Biocapital Advisors LP |
New York, NY |
Q3 2025 |
33 |
$3.55B |
| PRIO WEALTH LIMITED PARTNERSHIP |
Boston, MA |
Q3 2024 |
266 |
$3.41B |
| Partners Group Holding AG |
Baar Zug |
Q3 2025 |
38 |
$3.41B |
| Parallax Volatility Advisers, L.P. |
San Francisco, CA |
Q3 2025 |
560 |
$3.39B |
| PAR CAPITAL MANAGEMENT INC |
Boston, MA |
Q3 2025 |
57 |
$3.39B |
| PRIVATE MANAGEMENT GROUP INC |
Irvine, CA |
Q3 2025 |
295 |
$3.36B |
| PEREGRINE CAPITAL MANAGEMENT LLC |
Minneapolis, MN |
Q3 2025 |
338 |
$3.32B |
| Pamplona Capital Management, LLC |
New York, NY |
Q3 2025 |
6 |
$3.32B |
| PARK NATIONAL CORP /OH/ |
Newark, OH |
Q4 2025 |
315 |
$3.21B |
| Plancorp, LLC |
Saint Louis, MO |
Q3 2025 |
379 |
$3.19B |
| PROFUND ADVISORS LLC |
Bethesda, MD |
Q3 2025 |
1,053 |
$3.08B |
| Palestra Capital Management LLC |
New York, NY |
Q3 2025 |
27 |
$3.05B |
| Pallas Capital Advisors LLC |
Braintree, MA |
Q4 2025 |
882 |
$3.03B |
| Prana Capital Management, LP |
Greenwich, CT |
Q3 2025 |
108 |
$3B |
| Prescott General Partners LLC |
Boca Raton, FL |
Q3 2025 |
10 |
$2.98B |
| PITTENGER & ANDERSON INC |
Lincoln, NE |
Q3 2025 |
456 |
$2.73B |
| Paralel Advisors LLC |
Denver, CO |
Q3 2025 |
107 |
$2.57B |
| PARTNERS CAPITAL INVESTMENT GROUP, LLP |
Boston, MA |
Q3 2025 |
162 |
$2.52B |
| Patient Capital Management, LLC |
Baltimore, MD |
Q3 2025 |
41 |
$2.5B |
| PFG Advisors |
Phoenix, AZ |
Q3 2025 |
812 |
$2.44B |
| Premier Fund Managers Ltd |
Guildford, United Kingdom |
Q3 2025 |
175 |
$2.43B |
| Port Capital LLC |
Chicago, IL |
Q3 2025 |
84 |
$2.4B |
| Parsec Financial Management, Inc. |
Asheville, NC |
Q1 2023 |
295 |
$2.37B |
| POTOMAC FUND MANAGEMENT INC /ADV |
Bethesda, MD |
Q3 2025 |
103 |
$2.36B |
| PARADIGM CAPITAL MANAGEMENT INC/NY |
Albany, NY |
Q3 2025 |
126 |
$2.31B |
| PALLADIUM PARTNERS LLC |
Norfolk, VA |
Q1 2022 |
332 |
$2.28B |
| PACIFIC HEIGHTS ASSET MANAGEMENT LLC |
San Francisco, CA |
Q3 2025 |
79 |
$2.26B |
| Pinnacle Advisory Group, Inc. |
Columbia, MD |
Q1 2021 |
247 |
$2.17B |
| Point72 Hong Kong Ltd |
Hong Kong, Hong Kong |
Q3 2025 |
428 |
$2.17B |
| Politan Capital Management LP |
New York, NY |
Q3 2025 |
21 |
$2.05B |
| Permira Holdings LTD |
St. Peter Port, Guernsey |
Q3 2025 |
1 |
$2.04B |
| Prosperity Consulting Group, LLC |
Owings Mills, MD |
Q3 2025 |
491 |
$2.03B |
| Procyon Advisors, LLC |
Shelton, CT |
Q4 2025 |
557 |
$2.02B |
| Progeny 3, Inc. |
Kirkland, WA |
Q3 2025 |
34 |
$1.94B |
| PFG Investments, LLC |
Woodbury, NY |
Q3 2025 |
1,111 |
$1.93B |
| Paradigm Operations LP |
San Francisco, CA |
Q3 2025 |
2 |
$1.87B |
| Portolan Capital Management, LLC |
Boston, MA |
Q3 2025 |
119 |
$1.85B |
| Point72 Europe (London) LLP |
London, United Kingdom |
Q3 2025 |
726 |
$1.84B |
| PARSONS CAPITAL MANAGEMENT INC/RI |
Providence, RI |
Q4 2025 |
461 |
$1.82B |
| PUNCH & ASSOCIATES INVESTMENT MANAGEMENT, INC. |
Edina, MN |
Q3 2025 |
160 |
$1.73B |
| Principle Wealth Partners LLC |
Madison, CT |
Q3 2025 |
359 |
$1.72B |
| PATTEN & PATTEN INC/TN |
Chattanooga, TN |
Q3 2025 |
344 |
$1.7B |
| PRAXIS INVESTMENT MANAGEMENT INC |
Goshen, IN |
Q3 2025 |
800 |
$1.67B |
| Parvus Asset Management Europe Ltd |
London, United Kingdom |
Q1 2025 |
1 |
$1.67B |
| Parcion Private Wealth LLC |
Bellevue, WA |
Q3 2025 |
355 |
$1.6B |
| Plante Moran Financial Advisors, LLC |
Southfield, MI |
Q3 2025 |
783 |
$1.59B |
| PDT Partners, LLC |
New York, NY |
Q3 2025 |
571 |
$1.59B |
| PLATINUM INVESTMENT MANAGEMENT LTD |
Sydney Australia 2000, Australia |
Q3 2025 |
120 |
$1.55B |
| PATRIOT INVESTMENT MANAGEMENT GROUP, INC. |
Knoxville, TN |
Q3 2025 |
242 |
$1.53B |
| Pine Valley Investments Ltd Liability Co |
Marlton, NJ |
Q4 2024 |
479 |
$1.53B |
| Polaris Capital Management, LLC |
Boston, MA |
Q3 2025 |
90 |
$1.52B |
| PHILLIPS FINANCIAL MANAGEMENT, LLC |
Fort Wayne, IN |
Q3 2025 |
305 |
$1.52B |
| Parametric Risk Advisors LLC |
Westport, CT |
Q3 2016 |
108 |
$1.48B |
| Plato Investment Management Ltd |
Sydney, Nsw, Australia |
Q3 2025 |
516 |
$1.48B |
| Pine Ridge Advisers LLC |
New York, NY |
Q3 2025 |
37 |
$1.46B |
| Proficio Capital Partners LLC |
Newton, MA |
Q3 2025 |
222 |
$1.46B |
| PDS Planning, Inc |
Dublin, OH |
Q3 2025 |
540 |
$1.45B |
| PENSIOENFONDS RAIL & OV |
Utrecht, Netherlands |
Q3 2024 |
35 |
$1.44B |
| Point72 (DIFC) Ltd |
Dubai, United Arab Emirates |
Q3 2025 |
900 |
$1.44B |
| PHILADELPHIA TRUST CO |
Philadelphia, PA |
Q3 2025 |
259 |
$1.42B |
| Private Wealth Partners, LLC |
Mill Valley, CA |
Q3 2025 |
168 |
$1.4B |
| P/E Global LLC |
Boston, MA |
Q4 2025 |
5 |
$1.39B |
| ProVise Management Group, LLC |
Clearwater, FL |
Q3 2025 |
256 |
$1.36B |
| Pinnacle Wealth Management Advisory Group, LLC |
Red Bank, NJ |
Q3 2025 |
399 |
$1.33B |
| Polaris Wealth Advisory Group, LLC |
San Rafael, CA |
Q3 2023 |
169 |
$1.31B |
| Penn Capital Management Company, LLC |
Philadelphia, PA |
Q3 2025 |
170 |
$1.3B |
| Penobscot Investment Management Company, Inc. |
Boston, MA |
Q3 2025 |
316 |
$1.3B |
| Park West Asset Management LLC |
San Francisco, CA |
Q3 2025 |
43 |
$1.29B |
| PILLAR PACIFIC CAPITAL MANAGEMENT LLC |
Pacifica, CA |
Q1 2021 |
308 |
$1.29B |
| Parkside Financial Bank & Trust |
Saint Louis, MO |
Q3 2025 |
2,704 |
$1.29B |
| PRELUDE CAPITAL MANAGEMENT, LLC |
New York, NY |
Q3 2025 |
1,109 |
$1.28B |
| PETREDIS INVESTMENT ADVISORS LLC |
Warrendale, PA |
Q4 2025 |
111 |
$1.28B |
| Private Advisory Group LLC |
Redmond, WA |
Q4 2025 |
249 |
$1.27B |
| PITCAIRN CO |
Conshohocken, PA |
Q3 2025 |
624 |
$1.27B |
| PPSC Investment Service Corp |
Tokyo |
Q3 2025 |
8 |
$1.26B |
| PAYDEN & RYGEL INVESTMENT GROUP |
Los Angeles, CA |
Q2 2024 |
122 |
$1.24B |
| Perennial Investment Advisors, LLC |
Los Angeles, CA |
Q3 2025 |
475 |
$1.21B |
| PAYDEN & RYGEL |
Los Angeles, CA |
Q3 2025 |
112 |
$1.19B |
| PFM Health Sciences, LP |
San Francisco, CA |
Q3 2025 |
67 |
$1.17B |
| PKO Investment Management Joint-Stock Co |
Warsaw, Poland |
Q3 2025 |
202 |
$1.17B |
| PARK PRESIDIO CAPITAL LLC |
San Francisco, CA |
Q3 2025 |
15 |
$1.15B |
| PACIFIC INVESTMENT MANAGEMENT CO LLC |
Newport Beach, CA |
Q3 2025 |
0 |
$1.15B |
| PRIVATE TRUST CO NA |
Cleveland, OH |
Q3 2025 |
2,555 |
$1.13B |
| Private Ocean, LLC |
San Rafael, CA |
Q2 2024 |
618 |
$1.13B |
| Provident Investment Management, Inc. |
Novi, MI |
Q3 2025 |
81 |
$1.13B |
| Private Capital Management, LLC |
Naples, FL |
Q3 2025 |
148 |
$1.08B |
| Palisade Asset Management, LLC |
Minneapolis, MN |
Q3 2025 |
701 |
$1.08B |
| Parsifal Capital Management, LP |
Greenwich, CT |
Q3 2025 |
16 |
$1.07B |
| Pegasus Partners Ltd. |
Mequon, WI |
Q3 2024 |
171 |
$1.07B |
| Pictet North America Advisors SA |
Geneva 73, Switzerland |
Q4 2025 |
152 |
$1.05B |
| PENN DAVIS MCFARLAND INC |
Dallas, TX |
Q4 2025 |
75 |
$1.04B |
| PrairieView Partners, LLC |
St. Paul, MN |
Q2 2025 |
357 |
$1.03B |
| Parkwood LLC |
Cleveland, OH |
Q3 2025 |
83 |
$1.02B |
| PRESCOTT GROUP CAPITAL MANAGEMENT, L.L.C. |
Tulsa, OK |
Q3 2025 |
238 |
$1.01B |
| Pembroke Management, LTD |
Montreal, Quebec, Canada |
Q3 2025 |
89 |
$1.01B |
| Pekin Hardy Strauss, Inc. |
Chicago, IL |
Q3 2025 |
408 |
$995.36M |
| Perella Weinberg Partners Capital Management LP |
New York, NY |
Q1 2024 |
26 |
$992.4M |
| Pacific Life Fund Advisors LLC |
Newport Beach, CA |
Q3 2025 |
20 |
$974.8M |
| Planning Center, Inc. |
Moline, IL |
Q3 2025 |
74 |
$952.68M |
| Equity L.L.C. PSG |
Boston, MA |
Q3 2025 |
1 |
$951.22M |
| PINKERTON WEALTH, LLC |
Coeur D Alene, ID |
Q3 2025 |
138 |
$930.22M |
| Petrus Trust Company, LTA |
Dallas, TX |
Q3 2025 |
164 |
$925.13M |
| Pale Fire Capital SE |
Prague, Czech Republic |
Q3 2025 |
52 |
$919.24M |
| Parkman Healthcare Partners LLC |
Stamford, CT |
Q3 2025 |
90 |
$910.69M |
| PARTHENON LLC |
Louisville, KY |
Q3 2025 |
129 |
$902.51M |
| Private Capital Advisors, Inc. |
Darien, CT |
Q3 2025 |
80 |
$898.56M |
| Portland Global Advisors LLC |
Portland, ME |
Q3 2025 |
146 |
$895.61M |
| Permian Investment Partners, LP |
Dallas, TX |
Q3 2025 |
9 |
$885.67M |
| Philosophy Capital Management LLC |
Alamo, CA |
Q3 2025 |
38 |
$863.95M |
| Philip James Wealth Mangement, LLC |
Milton, GA |
Q4 2025 |
170 |
$863.15M |
| Portfolio Strategies, Inc. |
Montvale, NJ |
Q3 2025 |
63 |
$860.37M |
| Pinnacle Wealth Planning Services, Inc. |
Mansfield, OH |
Q3 2025 |
484 |
$853.37M |
| Private Wealth Asset Management, LLC |
Cedar Rapids, IA |
Q3 2025 |
1,093 |
$847.58M |
| MICHAEL F. PRICE |
New York, NY |
Q1 2022 |
129 |
$846.46M |
| Peak XV Partners V Ltd. |
Trianon, Mauritius |
Q3 2025 |
0 |
$838.44M |
| Per Stirling Capital Management, LLC. |
Austin, TX |
Q3 2025 |
281 |
$836.24M |
| Prime Capital Management Co Ltd |
Hong Kong, Hong Kong |
Q3 2025 |
6 |
$832.41M |
| Passaic Partners LLC |
Newark, NJ |
Q3 2025 |
11 |
$830.6M |
| PROSPECTOR PARTNERS LLC |
Guilford, CT |
Q3 2025 |
90 |
$830.47M |
| PATTON ALBERTSON MILLER GROUP, LLC |
Chattanooga, TN |
Q3 2025 |
207 |
$828.2M |
| Pertento Partners LLP |
London, United Kingdom |
Q3 2025 |
15 |
$821.03M |
| Parvus Asset Management Jersey Ltd |
St. Helier, Jersey |
Q3 2025 |
1 |
$817.13M |
| Parkside Investments, LLC |
Deerfield, IL |
Q3 2025 |
98 |
$800.28M |
| Pathway Financial Advisors LLC |
South Burlington, VT |
Q4 2025 |
147 |
$795.98M |
| Portfolio Solutions, LLC |
Royal Oak, MI |
Q3 2022 |
55 |
$792.29M |
| Pantera Capital Partners LP |
San Francisco, CA |
Q3 2025 |
22 |
$785.77M |
| Patriot Financial Group Insurance Agency, LLC |
Westborough, MA |
Q3 2025 |
488 |
$781.21M |
| PLANNING ALTERNATIVES LTD /ADV |
Birmingham, MI |
Q3 2025 |
88 |
$778.71M |
| Premier Path Wealth Partners, LLC |
Madison, NJ |
Q4 2025 |
394 |
$774.39M |
| Provenance Wealth Advisors, LLC |
Fort Lauderdale, FL |
Q3 2025 |
437 |
$773.66M |
| PROFESSIONAL ADVISORY SERVICES INC |
Vero Beach, FL |
Q4 2025 |
80 |
$770.85M |
| Polianta Ltd |
St Helier, Jersey |
Q4 2025 |
85 |
$764.17M |
| PARR MCKNIGHT WEALTH MANAGEMENT GROUP, LLC |
Minneapolis, MN |
Q3 2025 |
225 |
$762.17M |
| Portman Square Capital LLP |
London |
Q3 2025 |
30 |
$754.48M |
| Pandi, LLC |
Kansas City, MO |
Q3 2025 |
4 |
$753.73M |
| Polymer Capital Management (US) LLC |
New York, NY |
Q3 2025 |
702 |
$753.13M |
| Phocas Financial Corp. |
Alameda, CA |
Q4 2025 |
144 |
$752.11M |
| Peterson Wealth Advisors, LLC |
Orem, UT |
Q4 2025 |
107 |
$750.09M |
| PERSHING SQUARE HOLDCO, L.P. |
New York, NY |
Q3 2025 |
1 |
$739.53M |
| Portside Wealth Group, LLC |
Provo, UT |
Q4 2025 |
447 |
$738.43M |
| Parker Investment Management, LLC |
Menlo Park, CA |
Q3 2025 |
35 |
$732.92M |
| Power Corp of Canada |
Montreal, Quebec, Canada (Federal Level) |
Q3 2025 |
1 |
$729.92M |
| Polymer Capital Management (HK) LTD |
Hong Kong, Hong Kong |
Q3 2025 |
244 |
$718.93M |
| Physician Wealth Advisors, Inc. |
Midvale, UT |
Q3 2025 |
1,899 |
$702.57M |
| PROFFITT & GOODSON INC |
Knoxville, TN |
Q3 2025 |
444 |
$697.15M |
| Pasadena Private Wealth, LLC |
Pasadena, CA |
Q3 2025 |
206 |
$693.11M |
| Patriot Wealth Management, Inc. |
Houston, TX |
Q4 2018 |
77 |
$683.17M |
| Pinnacle Summer Investments, Inc. |
Fairfax, VA |
Q4 2015 |
793 |
$678.12M |
| Permanens Capital L.P. |
New York, NY |
Q3 2025 |
62 |
$670.51M |
| Polunin Capital Partners Ltd |
London, United Kingdom |
Q4 2025 |
24 |
$649.08M |
| Point72 Asia (Singapore) Pte. Ltd. |
Singapore |
Q3 2025 |
864 |
$645.84M |
| Pier Capital, LLC |
Stamford, CT |
Q3 2025 |
131 |
$639.75M |
| Pacific Sage Partners, LLC |
Edmonds, WA |
Q4 2025 |
120 |
$630.26M |
| PERSONAL CFO SOLUTIONS, LLC |
Chester, NJ |
Q4 2025 |
504 |
$629.84M |
| Princeton Global Asset Management LLC |
Princeton, NJ |
Q4 2025 |
828 |
$617.5M |
| PBMares Wealth Management LLC |
Williamsburg, VA |
Q3 2025 |
196 |
$616.93M |
| Probity Advisors, Inc. |
Dallas, TX |
Q3 2025 |
235 |
$616.89M |
| Primavera Capital Management Ltd |
George Town, Cayman Islands |
Q3 2025 |
3 |
$615.86M |
| PETTYJOHN, WOOD & WHITE, INC |
Lynchburg, VA |
Q3 2025 |
203 |
$605.7M |
| PARTNERS CAPITAL INVESTMENT GROUP (HOLDINGS), LLC |
Boston, MA |
Q3 2017 |
76 |
$602.25M |
| Perennial Advisors, LLC |
New York, NY |
Q4 2025 |
127 |
$596.43M |
| PenderFund Capital Management Ltd. |
Vancouver, British Columbia, Canada |
Q3 2025 |
207 |
$592.75M |
| Peninsula Wealth, LLC |
San Francisco, CA |
Q4 2024 |
105 |
$586.68M |
| Providence Equity Partners L.L.C. |
Providence, RI |
Q3 2025 |
3 |
$583.59M |
| Portfolio Design Labs, LLC |
Encino, CA |
Q3 2025 |
200 |
$582.36M |
| Perseverance Asset Management International |
George Town, Cayman Islands |
Q3 2025 |
15 |
$581.97M |
| Psagot Value Holdings Ltd. |
Tel Aviv, Israel |
Q3 2021 |
414 |
$580.04M |
| Partners in Financial Planning |
Salem, VA |
Q3 2025 |
115 |
$578.48M |
| Pacific Capital Wealth Advisors, Inc. |
Corona, CA |
Q3 2025 |
79 |
$578.01M |
| Providence Capital Advisors, LLC |
Charlotte, NC |
Q3 2025 |
220 |
$577.42M |
| Peak Asset Management, LLC |
Louisville, CO |
Q3 2025 |
148 |
$572.84M |
| Pinpoint Asset Management Ltd |
Hong Kong, Hong Kong |
Q1 2025 |
86 |
$570.84M |
| Perbak Capital Partners LLP |
London, United Kingdom |
Q3 2025 |
288 |
$567.99M |
| Poplar Forest Capital LLC |
Pasadena, CA |
Q1 2025 |
52 |
$562.63M |
| PATTON FUND MANAGEMENT, INC. |
Dallas, TX |
Q3 2025 |
457 |
$556.3M |
| Privium Fund Management B.V. |
Amsterdam, Netherlands |
Q3 2025 |
59 |
$556.26M |
| PAX Financial Group, LLC |
San Antonio, TX |
Q3 2025 |
216 |
$555.04M |
| Paracle Advisors, LLC |
Mercer Island, WA |
Q1 2021 |
82 |
$550.82M |
| PRESILIUM PRIVATE WEALTH, LLC |
Radnor, PA |
Q4 2025 |
76 |
$547.38M |
| Private Portfolio Partners LLC |
Paramus, NJ |
Q4 2024 |
299 |
$543.87M |
| Pinpoint Asset Management (Singapore) Pte. Ltd. |
Singapore |
Q3 2025 |
117 |
$541.25M |
| PINNBROOK CAPITAL MANAGEMENT LP |
New York, NY |
Q3 2025 |
115 |
$540.52M |
| Palo Alto Investors LP |
Palo Alto, CA |
Q3 2025 |
44 |
$540.39M |
| Perkins Coie Trust Co |
Seattle, WA |
Q4 2025 |
273 |
$536.99M |
| PIER 88 INVESTMENT PARTNERS LLC |
San Francisco, CA |
Q3 2025 |
113 |
$533.46M |
| Prestige Wealth Management Group LLC |
Flemington, NJ |
Q3 2025 |
996 |
$518.24M |
| Princeton Portfolio Strategies Group LLC |
Princeton, NJ |
Q2 2021 |
139 |
$516.59M |
| PREVAIL INNOVATIVE WEALTH ADVISORS, LLC |
Leawood, KS |
Q3 2025 |
201 |
$515.12M |
| Pilgrim Global Advisors LLC |
Reno, NV |
Q3 2025 |
4 |
$514.95M |
| Patten Group, Inc. |
Chattanooga, TN |
Q3 2025 |
283 |
$513.69M |
| Permanent Capital Management, LP |
Chicago, IL |
Q4 2025 |
157 |
$513.29M |
| Pettinga Financial Advisors LLC |
Evansville, IN |
Q3 2025 |
137 |
$512.91M |
| Praesidium Investment Management Company, LLC |
New York, NY |
Q3 2025 |
13 |
$512.66M |
| Post Oak Energy Holdings, LLC |
Houston, TX |
Q3 2025 |
1 |
$507.06M |
| Praetorian Wealth Management, Inc. |
Carmel, CA |
Q4 2025 |
74 |
$503.71M |
| PNC Managed Account Solutions, Inc. |
Houston, TX |
Q2 2021 |
542 |
$503.26M |
| PFIZER INC |
New York, NY |
Q3 2025 |
21 |
$503.02M |
| Paloma Partners Management Co |
Greenwich, CT |
Q3 2025 |
70 |
$502.51M |
| Philadelphia Financial Management of San Francisco, LLC |
San Francisco, CA |
Q3 2025 |
45 |
$499.2M |
| Private Wealth Strategies, L.L.C. |
New Albany, OH |
Q2 2024 |
73 |
$498.43M |
| P2 Capital Partners, LLC |
New York, NY |
Q3 2025 |
12 |
$495.04M |
| Paragon Capital Management Ltd |
Denver, CO |
Q4 2025 |
194 |
$492.12M |
| Professional Financial Advisors, LLC |
North Platte, NE |
Q4 2025 |
130 |
$489.57M |
| PACIFIC ALTERNATIVE ASSET MANAGEMENT COMPANY, LLC |
Irvine, CA |
Q3 2017 |
95 |
$488.92M |
| Paul John Balson |
Marina Del Rey, CA |
Q4 2020 |
90 |
$485.63M |
| Park Place Capital Corp |
Homewood, AL |
Q4 2025 |
784 |
$480.39M |
| PEDDOCK CAPITAL ADVISORS, LLC |
Braintree, MA |
Q4 2025 |
160 |
$477.31M |
| PRECEDENT WEALTH PARTNERS, LLC |
Houston, TX |
Q4 2025 |
171 |
$476.83M |
| Poehling Capital Management, INC. |
Madison, WI |
Q3 2025 |
136 |
$475.75M |
| PEAVINE CAPITAL, LLC |
Reno, NV |
Q4 2025 |
9 |
$473.23M |
| ParaFi Capital LP |
New York, NY |
Q3 2025 |
11 |
$460.25M |
| Parkside Advisors LLC |
Berkeley, CA |
Q2 2025 |
89 |
$455.1M |
| Pacific Ridge Capital Partners, LLC |
Lake Oswego, OR |
Q3 2025 |
135 |
$455M |
| Paradigm Financial Advisors, LLC |
Des Peres, MO |
Q4 2021 |
212 |
$451.99M |
| Pureheart Capital Pte Ltd. |
Singapore |
Q3 2025 |
15 |
$447.3M |
| Paradice Investment Management LLC |
Denver, CO |
Q3 2025 |
30 |
$445.92M |
| Park Edge Advisors, LLC |
Cleveland, OH |
Q4 2025 |
150 |
$441.72M |
| PLIMOTH TRUST CO LLC |
Plymouth, MA |
Q3 2025 |
167 |
$441.6M |
| Parisi Gray Wealth Management |
Mendham, NJ |
Q4 2025 |
135 |
$440.5M |
| PARADIGM ASSET MANAGEMENT CO LLC |
New York, NY |
Q3 2025 |
491 |
$435.19M |
| Petix & Botte Co |
La Mesa, CA |
Q3 2025 |
136 |
$433.39M |
| Panview Asian Equity Master Fund |
Central, Hong Kong |
Q3 2024 |
11 |
$429.66M |
| PIONEER TRUST BANK N A/OR |
Salem, OR |
Q3 2025 |
78 |
$426.82M |
| PRIVATE ASSET MANAGEMENT INC |
San Diego, CA |
Q3 2023 |
118 |
$425.79M |
| Paulson Wealth Management Inc. |
West Palm Beach, FL |
Q3 2025 |
136 |
$423.02M |
| PKS Advisory Services, LLC |
Albany, NY |
Q3 2025 |
245 |
$420.41M |
| Paradiem, LLC |
Covington, LA |
Q4 2025 |
57 |
$417.97M |
| Platform Technology Partners |
New York, NY |
Q3 2025 |
256 |
$417.25M |
| Prosight Management, LP |
Dallas, TX |
Q3 2025 |
41 |
$416.49M |
| Proem Advisors LLC |
Dallas, TX |
Q3 2025 |
28 |
$415.76M |
| Progressive Investment Management Corp |
Lake Oswego, OR |
Q3 2025 |
55 |
$411.55M |
| PERISCOPE CAPITAL INC. |
Toronto, Ontario, Canada |
Q3 2025 |
273 |
$411.13M |
| PRUDENT INVESTORS NETWORK, INC. |
Lake Forest, CA |
Q3 2025 |
68 |
$408.27M |
| Prentice Wealth Management LLC |
Rochester, NY |
Q3 2025 |
112 |
$405.61M |
| Palumbo Wealth Management LLC |
Great Neck, NY |
Q4 2025 |
218 |
$405.29M |
| Prostatis Group LLC |
Hanover, MD |
Q3 2025 |
165 |
$399M |
| Passport Capital, LLC |
San Francisco, CA |
Q4 2019 |
4 |
$394.36M |
| Pacific Center for Financial Services |
San Ramon, CA |
Q3 2025 |
474 |
$392.11M |
| PSI Advisors, LLC |
Tampa, FL |
Q3 2025 |
137 |
$388.21M |
| Prosperity Planning, Inc. |
North Kansas City, MO |
Q4 2025 |
108 |
$382.31M |
| PARUS FINANCE (UK) Ltd |
London, United Kingdom |
Q3 2025 |
30 |
$380.79M |
| PHH Investments, Ltd. |
Addison, TX |
Q4 2019 |
81 |
$378.36M |
| Peak Financial Management, Inc. |
Wellesley, MA |
Q3 2025 |
101 |
$378.25M |
| Performa Ltd (US), LLC |
Charleston, SC |
Q3 2025 |
51 |
$377.08M |
| Packer & Co Ltd |
Cottesloe, Australia |
Q4 2025 |
10 |
$375.6M |
| Premier Financial Group |
Eureka, CA |
Q3 2025 |
63 |
$374.23M |
| Patient Square Capital LP |
Menlo Park, CA |
Q3 2025 |
24 |
$373.86M |
| PYA Waltman Capital, LLC |
Knoxville, TN |
Q3 2025 |
80 |
$373.17M |
| PRINCETON CAPITAL MANAGEMENT LLC |
Red Bank, NJ |
Q3 2025 |
139 |
$372.74M |
| PHYSICIANS FINANCIAL SERVICES, INC. |
Raleigh, NC |
Q4 2025 |
107 |
$372.74M |
| Platte River Wealth Advisors, LLC |
Louisville, CO |
Q3 2024 |
92 |
$372.65M |
| Promethos Capital, LLC |
Boston, MA |
Q3 2025 |
42 |
$372.55M |
| Plan Group Financial, LLC |
Oklahoma City, OK |
Q3 2025 |
185 |
$372.46M |
| Pennant Investors, LP |
Summit, NJ |
Q3 2025 |
15 |
$371.74M |
| Prism Advisors, Inc. |
Studio City, CA |
Q3 2025 |
75 |
$370.1M |
| Pensionfund Sabic |
Sittard |
Q4 2025 |
211 |
$368.68M |
| Pacifica Capital Investments, LLC |
Leander, TX |
Q3 2025 |
14 |
$368.09M |
| Paragon Advisors, LLC |
College Station, TX |
Q4 2025 |
81 |
$368.09M |
| MICHAEL J. PUZO |
Boston, MA |
Q3 2025 |
71 |
$366.61M |
| Pinion Investment Advisors, LLC |
Wichita, KS |
Q3 2025 |
168 |
$365.37M |
| PORTLAND INVESTMENT COUNSEL INC. |
Burlington, Ontario, Canada |
Q3 2025 |
52 |
$364.27M |
| Securities ULC Presima |
Montreal, Quebec, Canada |
Q3 2025 |
48 |
$363.92M |
| Private Wealth Management Group, LLC |
Princeton, NJ |
Q3 2025 |
1,480 |
$363.3M |
| Paragon Wealth Strategies, LLC |
Jacksonville, FL |
Q4 2023 |
40 |
$363.25M |
| PhiloSmith Capital Corp |
Stamford, CT |
Q3 2025 |
23 |
$359.83M |
| PCJ Investment Counsel Ltd. |
Toronto, Ontario, Canada |
Q3 2025 |
64 |
$359.49M |
| Prasad Wealth Partners, LLC |
Independence, OH |
Q3 2025 |
140 |
$358.77M |
| Price Wealth, LLC |
Austin, TX |
Q3 2020 |
444 |
$357.12M |
| Peak Retirement Planning, Inc. |
Columbus, OH |
Q3 2025 |
128 |
$355.1M |
| P SCHOENFELD ASSET MANAGEMENT LP |
New York, NY |
Q3 2025 |
27 |
$353.32M |
| Pineridge Advisors LLC |
St. Charles, MO |
Q3 2025 |
460 |
$349.78M |
| PROATHLETE WEALTH MANAGEMENT LLC |
Boca Raton, FL |
Q3 2025 |
228 |
$347.4M |
| Phraction Management LLC |
Colchester, CT |
Q3 2025 |
66 |
$346.48M |
| PENNSYLVANIA CAPITAL MANAGEMENT INC /ADV |
Huntingdon Valley, PA |
Q3 2025 |
108 |
$343.63M |
| PALO ALTO WEALTH ADVISORS, LLC |
Palo Alto, CA |
Q3 2025 |
64 |
$343.27M |
| PCG Wealth Advisors, LLC |
Overland Park, KS |
Q3 2025 |
147 |
$343.24M |
| Pathway Financial Advisers, LLC |
Auburn, IN |
Q3 2025 |
376 |
$342.85M |
| Pinnacle Bancorp, Inc. |
Beatrice, NE |
Q4 2025 |
873 |
$341.17M |
| Pineno Levin & Ford Asset Management, Inc. |
Richmond, VA |
Q4 2021 |
119 |
$339.96M |
| Parkwoods Wealth Partners, LLC |
Syracuse, NY |
Q4 2025 |
108 |
$339.92M |
| Peregrine Asset Advisers, Inc. |
Portland, OR |
Q3 2025 |
177 |
$333.46M |
| Presidio Capital Management, LLC |
San Diego, CA |
Q4 2025 |
76 |
$332.86M |
| PL Capital Advisors, LLC |
Naples, FL |
Q3 2025 |
26 |
$332.09M |
| PFW Advisors LLC |
Atlanta, GA |
Q4 2025 |
121 |
$331.11M |
| Pinnacle Financial Group, LLC / IL |
Western Springs, IL |
Q3 2025 |
108 |
$330.71M |
| Provident Wealth Management, LLC |
Brentwood, TN |
Q3 2025 |
138 |
$330.63M |
| Pioneer Wealth Management Group |
Austin, TX |
Q4 2025 |
53 |
$329.35M |
| Potrero Capital Research LLC |
San Francisco, CA |
Q3 2025 |
37 |
$329.14M |
| Precocity Capital LP |
Stamford, CT |
Q4 2018 |
41 |
$327.65M |
| Pine Harbor Wealth Management, LLC |
Fairfax, VA |
Q4 2025 |
106 |
$326.31M |
| Proquility Private Wealth Partners, LLC |
Las Vegas, NV |
Q1 2025 |
82 |
$324.49M |
| Punch Card Management L.P. |
Winter Park, FL |
Q3 2025 |
6 |
$322.42M |
| PRIVATE CLIENT SERVICES, LLC |
Louisville, KY |
Q4 2025 |
193 |
$319.98M |
| PURE PORTFOLIOS HOLDINGS LLC |
Lake Oswego, OR |
Q3 2025 |
103 |
$319.84M |
| Permit Capital, LLC |
West Conshohocken, PA |
Q3 2025 |
20 |
$319.06M |
| Patriot Financial Partners GP II, L.P. |
Radnor, PA |
Q3 2025 |
12 |
$316.2M |
| Powszechne Towarzystwo Emerytalne Allianz Polska S.A. |
Warszawa, Poland |
Q4 2025 |
11 |
$315.93M |
| Palo Duro Investment Partners, LP |
Chicago, IL |
Q3 2025 |
21 |
$315.29M |
| Partnervest Advisory Services LLC |
Santa Barbara, CA |
Q3 2020 |
247 |
$315.2M |
| Purus Wealth Management, LLC |
Newport Beach, CA |
Q3 2025 |
144 |
$313.34M |
| Pegasus Asset Management, Inc. |
Morristown, NJ |
Q3 2025 |
69 |
$311.65M |
| PENOBSCOT WEALTH MANAGEMENT |
Portland, ME |
Q3 2025 |
103 |
$311.58M |
| PECAUT & CO. |
Sioux City, IA |
Q3 2025 |
79 |
$311.28M |
| Payne Capital Management, LLC |
New York, NY |
Q3 2025 |
77 |
$310.53M |
| Precision Wealth Strategies, LLC |
Saint Louis, MO |
Q3 2025 |
163 |
$308.29M |
| Passive Capital Management, LLC. |
Baltimore, MD |
Q3 2025 |
88 |
$306.64M |
| Paragon Private Wealth Management, LLC |
Lexington, KY |
Q3 2025 |
214 |
$305.08M |
| Prairiewood Capital, LLC |
Fargo, ND |
Q3 2025 |
79 |
$301.62M |
| Pines Wealth Management, LLC |
Southern Pines, NC |
Q3 2025 |
225 |
$296.55M |
| PWMCO, LLC |
Chicago, IL |
Q1 2020 |
57 |
$295.68M |
| Prosperity Wealth Management, Inc. |
San Ramon, CA |
Q3 2025 |
240 |
$294.61M |
| Prevatt Capital Ltd |
Nassau, Bahamas |
Q3 2025 |
9 |
$294.15M |
| Peachtree Investment Partners, LLC |
Indian River Shores,, FL |
Q3 2025 |
128 |
$288.41M |
| Providence First Trust Co |
Scottsdale, AZ |
Q3 2025 |
110 |
$288.37M |
| Planned Solutions, Inc. |
Folsom, CA |
Q3 2025 |
137 |
$288.2M |
| Pinnacle Holdings, LLC |
Tulsa, OK |
Q3 2025 |
246 |
$286.85M |
| Powell Investment Advisors, LLC |
Miami, FL |
Q3 2025 |
166 |
$286.04M |
| PATRIOT FINANCIAL PARTNERS GP, LP |
Radnor, PA |
Q2 2025 |
9 |
$283.53M |
| Palisades Hudson Asset Management, L.P. |
Fort Lauderdale, FL |
Q3 2025 |
108 |
$275.69M |
| POWER WEALTH MANAGEMENT LLC |
Alpharetta, GA |
Q3 2025 |
89 |
$274.64M |
| Prosperity Financial Group, Inc. |
San Ramon, CA |
Q3 2025 |
177 |
$272.57M |
| PCA Investment Advisory Services Inc. |
Cincinnati, OH |
Q3 2025 |
53 |
$270.3M |
| Prudent Man Advisors, LLC |
Naperville, IL |
Q3 2025 |
131 |
$267.89M |
| Private Wealth Advisors, LLC |
Fresno, CA |
Q3 2025 |
86 |
$265.55M |
| Powers Advisory Group, LLC |
Highland, IL |
Q4 2025 |
126 |
$265.52M |
| Palisades Investment Partners, LLC |
Santa Monica, CA |
Q4 2025 |
51 |
$264.72M |
| Painted Porch Advisors LLC |
Santa Barbara, CA |
Q3 2025 |
468 |
$262.39M |
| POTENTIA WEALTH |
San Jose, CA |
Q3 2025 |
94 |
$262.09M |
| PRW Wealth Management LLC |
Quincy, MA |
Q3 2023 |
106 |
$260.52M |
| Phoenix Wealth Advisors |
Chapel Hill, NC |
Q4 2025 |
127 |
$259.98M |
| PENNEY FINANCIAL, LLC |
Houston, TX |
Q4 2025 |
49 |
$259.14M |
| Plum Street Advisors, LLC |
New Orleans, LA |
Q3 2025 |
94 |
$259M |
| Pinnacle Private Wealth, LLC |
Andover, MA |
Q2 2022 |
271 |
$255.5M |
| Peloton Wealth Strategists |
Indianapolis, IN |
Q3 2025 |
93 |
$254.3M |
| Point View Wealth Management, Inc. |
Summit, NJ |
Q4 2020 |
275 |
$246.46M |
| Parkshore Wealth Management, Inc. |
Granite Bay, CA |
Q3 2025 |
68 |
$245.38M |
| Parker Financial LLC |
Silverdale, WA |
Q3 2025 |
36 |
$243.83M |
| Prairie Wealth Advisors, Inc. |
Omaha, NE |
Q3 2025 |
156 |
$243.69M |
| Prosperitas Financial LLC |
Valencia, CA |
Q3 2025 |
69 |
$241.15M |
| Peirce Capital Management, LLC |
The Woodlands, TX |
Q3 2025 |
40 |
$240.57M |
| PACES FERRY WEALTH ADVISORS, LLC |
Atlanta, GA |
Q3 2025 |
128 |
$240.31M |
| PLUSTICK MANAGEMENT LLC |
Charlottesville, VA |
Q3 2025 |
20 |
$238.46M |
| PHILADELPHIA INTERNATIONAL ADVISORS LP |
Philadelphia, PA |
Q1 2015 |
70 |
$238.1M |
| PFC CAPITAL GROUP, INC. |
Los Angeles, CA |
Q3 2025 |
84 |
$237.96M |
| PVG Asset Management |
Golden, CO |
Q4 2016 |
98 |
$237.66M |
| Palogic Value Management, L.P. |
Dallas, TX |
Q3 2025 |
150 |
$236.07M |
| Physician Wealth Solutions Inc. |
North Las Vegas, NV |
Q4 2025 |
45 |
$235.77M |
| Palo Capital, Inc. |
Newport Beach, CA |
Q4 2018 |
137 |
$235.6M |
| Panview Capital Ltd |
Hong Kong, Hong Kong |
Q3 2025 |
9 |
$235.08M |
| Pavion Blue Capital, LLC |
Newport Beach, CA |
Q3 2025 |
101 |
$234.62M |
| Prospect Hill Management, LLC |
Short Hills, NJ |
Q3 2025 |
14 |
$233.96M |
| Porter White Investment Advisors, Inc. |
Birmingham, AL |
Q3 2025 |
35 |
$232.91M |
| PRECISION PATH CAPITAL, LP |
New York, NY |
Q4 2018 |
15 |
$232.88M |
| PRAGMA GESTAO DE PATRIMONIO LTD |
Sao Paulo, Brazil |
Q3 2025 |
20 |
$232.31M |
| Proactive Wealth Strategies LLC |
Marietta, GA |
Q3 2025 |
141 |
$232.25M |
| POSTROCK PARTNERS LLC |
Overland Park, OR |
Q4 2025 |
80 |
$230.17M |
| Pinnacle Family Advisors, LLC |
Springfield, MO |
Q3 2025 |
124 |
$229.2M |
| PFG Private Wealth Management, LLC |
Lutz, FL |
Q4 2025 |
74 |
$228.58M |
| PhiloSmith Capital Corp |
Stamford, CT |
Q2 2021 |
29 |
$226.78M |
| Pacifica Partners Inc. |
Surrey, Canada (Federal Level) |
Q4 2025 |
435 |
$225.06M |
| Pilgrim Partners Asia Pte Ltd |
Singapore |
Q3 2025 |
155 |
$224.51M |
| PEAK FINANCIAL ADVISORS LLC |
Denver, CO |
Q4 2025 |
87 |
$222.61M |
| Prodigy Asset Management LLC |
Omaha, NE |
Q3 2025 |
24 |
$221.55M |
| PEOPLES FINANCIAL SERVICES CORP. |
Moosic, PA |
Q3 2025 |
261 |
$221.44M |
| PATRON PARTNERS, LLC |
Houston, TX |
Q3 2025 |
174 |
$220.71M |
| PFS Partners, LLC |
Mine Hill, NJ |
Q4 2025 |
590 |
$217.92M |
| Powers Capital, LLC |
San Francisco, CA |
Q3 2025 |
2 |
$216.86M |
| Pflug Koory, LLC |
Omaha, NE |
Q4 2025 |
418 |
$214.32M |
| PACK Private Wealth, LLC |
Wayzata, MN |
Q3 2025 |
55 |
$212.27M |
| Palmer Knight Co |
Jacksonville, FL |
Q3 2025 |
33 |
$211.11M |
| PERRITT CAPITAL MANAGEMENT INC |
Chicago, IL |
Q3 2025 |
313 |
$211.01M |
| PENNINGTON PARTNERS & CO., LLC |
Bethesda, MD |
Q3 2025 |
89 |
$210.93M |
| Piermont Capital Management Inc. |
St. Louis, MO |
Q4 2018 |
108 |
$210.88M |
| PLANNING PROFESSIONAL |
Thousand Oaks, CA |
Q3 2021 |
124 |
$209.4M |
| Purkiss Capital Advisors LLC |
Ridgefield, CT |
Q3 2025 |
167 |
$209.01M |
| Private Wealth Group, LLC |
Tampa, FL |
Q4 2025 |
67 |
$208.46M |
| Paragon Capital Management LLC |
Overland Park, KS |
Q3 2025 |
58 |
$207.12M |
| PACIFIC SUN FINANCIAL CORP |
Los Angeles, CA |
Q3 2025 |
196 |
$206.95M |
| PEG CAPITAL MANAGEMENT INC /NH/ |
Canaan, NH |
Q1 2015 |
34 |
$206.87M |
| Pacific Edge Advisors, LLC |
Corona Del Mar, CA |
Q3 2021 |
39 |
$205.58M |
| Palidye Holdings (Caymans) Ltd |
Grand Cayman |
Q3 2025 |
2 |
$205.3M |
| Private Vista, LLC |
Chicago, IL |
Q2 2020 |
117 |
$205.27M |
| Pointe Capital Management LLC |
Grosse Pointe Farms, MI |
Q3 2025 |
154 |
$204.54M |
| PEREGRINE INVESTMENT MANAGEMENT INC |
Toronto, Ontario, Canada |
Q3 2025 |
23 |
$203.54M |
| Plotkin Financial Advisors, LLC |
Chevy Chase, MD |
Q3 2025 |
104 |
$202.29M |
| Permit Capital Advisors, LLC |
West Conshohocken, PA |
Q1 2022 |
112 |
$200.54M |
| Pacific Wealth Management |
San Diego, CA |
Q3 2025 |
23 |
$198.6M |
| PLANNING DIRECTIONS INC |
Glen Mills, PA |
Q4 2025 |
101 |
$198.44M |
| Prospera Capital Management, LLC |
Gilbert, AZ |
Q4 2025 |
41 |
$198.18M |
| PRINCETON CAPITAL MANAGEMENT INC |
Princeton, NJ |
Q3 2017 |
69 |
$197.74M |
| Paul R. Ried Financial Group, LLC |
Bellevue, WA |
Q3 2025 |
35 |
$197.7M |
| Plan A Wealth LLC |
Lincoln, NE |
Q3 2025 |
175 |
$196.52M |
| Pinnacle Wealth Management Group, Inc. |
Plymouth, MI |
Q3 2025 |
129 |
$195.07M |
| PENINSULA ASSET MANAGEMENT INC |
Bradenton, FL |
Q3 2025 |
43 |
$194.78M |
| Planning Solutions Group LLC |
Fulton, MD |
Q2 2019 |
140 |
$194.26M |
| Prospect Capital Advisors, LLC |
Sausalito, CA |
Q3 2025 |
28 |
$193.01M |
| Pelham Capital Ltd. |
London |
Q3 2025 |
12 |
$192.16M |
| Prepared Retirement Institute LLC |
Lansdale, PA |
Q3 2025 |
84 |
$191.85M |
| Patrick Mauro Investment Advisor, INC. |
Oak Brook, IL |
Q3 2025 |
40 |
$190.43M |
| Pullen Investment Management, LLC |
Bradenton, FL |
Q4 2025 |
97 |
$189.87M |
| Piedmont Capital Management, LLC |
Whitefish, MT |
Q3 2025 |
53 |
$189.53M |
| Pomelo Capital LLC |
New York, NY |
Q3 2018 |
36 |
$186.97M |
| Pacific Point Advisors, LLC |
San Diego, CA |
Q4 2025 |
132 |
$186.81M |
| PROVENCE WEALTH MANAGEMENT GROUP |
Irvine, CA |
Q4 2023 |
461 |
$186.13M |
| POM Investment Strategies, LLC |
Raleigh, NC |
Q3 2025 |
203 |
$183.87M |
| PURSUE WEALTH PARTNERS LLC |
Clayton, CA |
Q3 2025 |
110 |
$182.03M |
| Prime Buchholz LLC |
Portsmouth, NH |
Q3 2025 |
20 |
$181.93M |
| Prairie Sky Financial Group LLC |
Lake Bluff, IL |
Q2 2025 |
71 |
$181.84M |
| Pettee Investors, Inc. |
Rowayton, CT |
Q3 2025 |
108 |
$181.69M |
| Prudent Man Investment Management, Inc. |
Louisville, CO |
Q3 2025 |
168 |
$180.09M |
| Pachira Investments Inc. |
Dana Point, CA |
Q3 2025 |
65 |
$177.96M |
| PANORAMIC INVESTMENT ADVISORS, LLC |
Denver, CO |
Q3 2025 |
125 |
$177.83M |
| PharVision Advisers, LLC |
Boca Raton, FL |
Q3 2025 |
654 |
$177.75M |
| PJT Investments Corp. |
Toronto |
Q3 2025 |
6 |
$177.54M |
| PCO INVESTMENT MANAGEMENT LP |
Mill Valley, CA |
Q2 2015 |
34 |
$177.33M |
| PTM WEALTH MANAGEMENT, LLC |
North Wales, United States |
Q4 2025 |
56 |
$177.21M |
| PRENTISS SMITH & CO INC |
Brattleboro, VT |
Q3 2025 |
68 |
$177.12M |
| Private Wealth Advisors, Inc. |
Greensburg, PA |
Q4 2020 |
115 |
$175.43M |
| PROMETHIUM ADVISORS,LLC |
Bethesda, MD |
Q3 2025 |
119 |
$174.41M |
| Prospect Financial Services LLC |
Melville, NY |
Q3 2025 |
104 |
$173.87M |
| Pilgrim Global ICAV |
Dublin |
Q3 2025 |
0 |
$173.74M |
| Pivotal bioVenture Partners Investment Advisor LLC |
San Francisco, CA |
Q3 2025 |
10 |
$172.98M |
| PERRY CREEK CAPITAL LP |
New York, NY |
Q3 2025 |
12 |
$172.67M |
| Presper Financial Architects, LLC |
Akron, OH |
Q3 2025 |
51 |
$172.37M |
| PPS&V ASSET MANAGEMENT CONSULTANTS, INC. |
Portage, MI |
Q4 2025 |
41 |
$172.28M |
| PETRA FINANCIAL ADVISORS INC |
Colorado Srpings, CO |
Q4 2025 |
138 |
$170.4M |
| PORTLAND HILL CAPITAL LLP |
London, United Kingdom |
Q4 2016 |
21 |
$166.84M |
| PING CAPITAL MANAGEMENT, INC. |
New York, NY |
Q3 2025 |
50 |
$166.14M |
| Pandora Wealth, Inc. |
Oakbrook Terrace, IL |
Q3 2025 |
226 |
$165.22M |
| Praetorian PR LLC |
Rincon, PR |
Q3 2025 |
12 |
$164.96M |
| PRING TURNER CAPITAL GROUP INC |
Alamo, CA |
Q3 2025 |
69 |
$163.77M |
| Panoramic Capital Partners, LLC |
Lake Oswego, OR |
Q4 2025 |
62 |
$163.05M |
| Pacific Wealth Strategies Group, Inc. |
Santa Barbara, CA |
Q3 2025 |
64 |
$163.01M |
| PEOPLES BANK /OH |
Marietta, OH |
Q3 2025 |
94 |
$162.74M |
| PARAGON FINANCIAL PARTNERS, INC. |
Woodland Hills, CA |
Q4 2025 |
75 |
$162.5M |
| POPE ASSET MANAGEMENT, LLC |
Memphis, TN |
Q3 2018 |
23 |
$162.37M |
| Papamarkou Wellner Asset Management inc. |
New York, NY |
Q3 2025 |
81 |
$161.71M |
| PINNEY & SCOFIELD, INC. |
Cambridge, MA |
Q3 2025 |
217 |
$161.06M |
| Peak XV Partners Operations LLC |
Trianon, Mauritius |
Q3 2025 |
1 |
$161.02M |
| Passumpsic Savings Bank |
St. Johnsbury, VT |
Q4 2024 |
80 |
$160.35M |
| Privium Fund Management (UK) Ltd |
London, United Kingdom |
Q3 2025 |
11 |
$159.94M |
| Pillar Financial Advisors, LLC |
Louisville, KY |
Q3 2025 |
117 |
$159.22M |
| Pennant Select, LLC |
Summit, NJ |
Q3 2025 |
12 |
$158.98M |
| Panoramic Capital, LLC |
Larkspur, CA |
Q3 2025 |
42 |
$157.83M |
| PRIMORIS WEALTH ADVISORS, LLC |
North Palm Beach, FL |
Q3 2025 |
106 |
$157.29M |
| Palouse Capital Management, Inc. |
Spokane, WA |
Q3 2025 |
134 |
$157.24M |
| PIERSHALE FINANCIAL GROUP, INC. |
Barrington, IL |
Q2 2023 |
269 |
$156.93M |
| Promus Capital, LLC |
Chicago, IL |
Q3 2025 |
298 |
$156.71M |
| PATRICK M SWEENEY & ASSOCIATES, INC |
Libertyville, IL |
Q3 2025 |
159 |
$154.7M |
| Pinnacle West Asset Management, Inc. |
Casper, WY |
Q3 2025 |
116 |
$154.41M |
| Paradoxiom Capital L.P. |
Stamford, CT |
Q1 2025 |
31 |
$154.08M |
| Providence Wealth Advisors, LLC |
Frankfort, IL |
Q3 2025 |
85 |
$154.04M |
| Paradigm, Strategies in Wealth Management, LLC |
Maple Grove, MN |
Q4 2025 |
49 |
$152.38M |
| PDN Pensionfund |
Sittard |
Q4 2025 |
76 |
$151.88M |
| Palacios Wealth Management, LLC |
Ormond Beach, FL |
Q3 2025 |
74 |
$151.8M |
| Processus Wealth & Capital Management, LLC |
Brentwood, TN |
Q4 2025 |
35 |
$151.66M |
| Planning Capital Management Corp |
Paoli, PA |
Q3 2024 |
780 |
$150.91M |
| Pingora Partners LLC |
Wilson, WY |
Q3 2025 |
200 |
$150.59M |
| Petros Family Wealth, LLC |
Bloomington, MN |
Q4 2025 |
141 |
$150.21M |
| Pratt Collard Advisory Partners LLC |
Buffalo, NY |
Q2 2021 |
97 |
$150M |
| Pinnacle Wealth Management, LLC |
Roseville, CA |
Q4 2025 |
39 |
$148.48M |
| PB INVESTMENT PARTNERS, L.P. |
Burlingame, CA |
Q3 2025 |
8 |
$147.28M |
| Pacific Asset Management, LLC |
Gig Harbor, WA |
Q3 2025 |
65 |
$147.26M |
| Paladin Wealth, LLC |
Arden Hills, MN |
Q4 2025 |
120 |
$146.46M |
| Penbrook Management LLC |
New York, NY |
Q4 2025 |
97 |
$144.98M |
| Petiole USA ltd |
New York, NY |
Q3 2025 |
36 |
$144.77M |
| PETERSON WEALTH MANAGEMENT |
Sparks, NV |
Q3 2025 |
39 |
$144.34M |
| Piscataqua Savings Bank |
Portsmouth, NH |
Q4 2025 |
404 |
$142.49M |
| Pine Brook Road Advisors, L.P. |
Bedford, NY |
Q4 2025 |
1 |
$141.1M |
| Pine Haven Investment Counsel, Inc |
Fairhaven, MA |
Q4 2025 |
116 |
$140.55M |
| PIN OAK INVESTMENT ADVISORS INC |
Houston, TX |
Q3 2025 |
498 |
$139.94M |
| Park Capital Management, LLC / WI |
Madison, WI |
Q4 2025 |
80 |
$139.73M |
| PRAKASH INVESTMENT ADVISORS LLC |
Las Vegas, NV |
Q3 2025 |
61 |
$139.7M |
| PartnerRe Asset Management CORP |
Stamford, CT |
Q4 2025 |
2 |
$139.46M |
| PIPER SANDLER & CO. |
Minneapolis, MN |
Q3 2025 |
24 |
$139.31M |
| PacWest Financial Management Inc |
Phoenix, AZ |
Q4 2016 |
81 |
$139.09M |
| Partnership Wealth Management, LLC |
Towson, MD |
Q4 2025 |
68 |
$138.93M |
| Parkworth Wealth Management, Inc. |
Los Gatos, CA |
Q2 2025 |
1,351 |
$138.5M |
| Polaris Investment Advisors, LLC |
Framingham, MA |
Q4 2025 |
73 |
$138.36M |
| Persistent Asset Partners Ltd |
Hong Kong, Hong Kong |
Q3 2025 |
149 |
$138.05M |
| Perissos Private Wealth Management, LLC |
Bethany, OK |
Q3 2025 |
83 |
$137.34M |
| Persium Advisors, LLC |
Atlanta, GA |
Q4 2025 |
61 |
$136.99M |
| Paladin Advisory Group, LLC |
Clive, IA |
Q4 2025 |
245 |
$136.94M |
| Palliser Capital (UK) Ltd |
London, United Kingdom |
Q3 2025 |
6 |
$136.32M |
| Platt Investment Counsel, LLC |
Lake Mary, FL |
Q4 2025 |
12 |
$135.32M |
| PACIFIC FINANCIAL GROUP INC |
Nashville, TN |
Q3 2025 |
61 |
$135.03M |
| PARAGON CAPITAL MANAGEMENT INC |
Provo, UT |
Q3 2025 |
72 |
$133.66M |
| Phase 2 Partners, LLC |
San Francisco, CA |
Q4 2024 |
26 |
$133.23M |
| PERSONAL FINANCIAL CONSULTANTS INC /ADV |
Lafayette, CA |
Q2 2019 |
19 |
$133.19M |
| Private Capital Group, LLC |
West Hartford, CT |
Q2 2022 |
1,880 |
$132.68M |
| PMG Wealth Management, Inc. |
Hawthorn Woods, IL |
Q3 2025 |
55 |
$131.27M |
| Phil A. Younker & Associates, Ltd. |
Fairbanks, AK |
Q3 2025 |
33 |
$130.55M |
| PUREfi Wealth, LLC |
Boston, MA |
Q4 2025 |
164 |
$130.54M |
| Peachtree Investment Advisors, Inc. |
Atlanta, GA |
Q4 2018 |
73 |
$129.7M |
| Pollock Investment Advisors, LLC |
Ann Arbor, MI |
Q3 2025 |
41 |
$127.7M |
| Pantheon Investment Group, LLC |
Sierra Madre, CA |
Q4 2021 |
75 |
$127.29M |
| PSquared Asset Management AG |
Zurich, Switzerland |
Q3 2025 |
9 |
$125.97M |
| PLANWISER FINANCIAL, LLC |
Colorado Springs, CO |
Q3 2025 |
48 |
$125.91M |
| PENN MUTUAL LIFE INSURANCE CO |
Horsham, PA |
Q2 2018 |
26 |
$125.2M |
| Paller Financial Services Inc |
Centennial, CO |
Q4 2025 |
45 |
$124.74M |
| PCG ASSET MANAGEMENT, LLC |
Gladstone, NJ |
Q3 2025 |
78 |
$124.53M |
| Pathlight Investors LLC |
Phoenix, AZ |
Q4 2018 |
105 |
$120.62M |
| Point72 Italy, S.r.l. |
Milan, Italy |
Q3 2025 |
18 |
$120.46M |
| Phillips Wealth Planners LLC |
Starkville, MS |
Q3 2025 |
201 |
$120.44M |
| POINCIANA ADVISORS GROUP, LLC |
Palm Beach Gardens, FL |
Q3 2025 |
124 |
$118.43M |
| Post Resch Tallon Group Inc. |
Pittsford, NY |
Q4 2025 |
109 |
$118.39M |
| Principia Wealth Advisory, LLC |
Dallas, TX |
Q2 2025 |
940 |
$117.75M |
| Pitti Group Wealth Management, LLC |
Victor, NY |
Q3 2025 |
75 |
$117.46M |
| Phoenician Capital LLC |
New York, NY |
Q4 2022 |
12 |
$116.6M |
| Priebe Wealth Holdings LLC |
Maple Grove, MN |
Q2 2025 |
53 |
$115.49M |
| PARK CIRCLE Co |
Baltimore, MD |
Q3 2025 |
67 |
$115.24M |
| Powerhouse Assets LLC |
Lincoln, MA |
Q4 2025 |
54 |
$113.71M |
| PERKINS CAPITAL MANAGEMENT INC |
Wayzata, MN |
Q3 2025 |
83 |
$113.47M |
| Parvin Asset Management, LLC |
Sioux Falls, SD |
Q3 2025 |
286 |
$113.04M |
| Peapod Lane Capital LLC |
Bedford Hills, NY |
Q3 2025 |
57 |
$111.8M |
| Polaris Venture Management Co. VI, L.L.C. |
Boston, MA |
Q3 2017 |
1 |
$111.35M |
| Platte River Capital LLC |
Denver, CO |
Q3 2015 |
117 |
$108.5M |
| Punch Card Capital, L.P. |
Winter Park, FL |
Q3 2014 |
2 |
$106.58M |
| PRAIRIEVIEW WEALTH PARTNERS, LLC |
Frankfort, IL |
Q3 2025 |
29 |
$106.44M |
| Providence Financial Advisors, LLC |
Overland Park, KS |
Q3 2025 |
49 |
$104.84M |
| Parus Finance SA |
Paris, France |
Q2 2012 |
27 |
$104.62M |
| Prospect Financial Group LLC |
Arlington, VA |
Q3 2025 |
61 |
$102.39M |
| Provident Living Financial Services, Inc. |
Lehi, UT |
Q4 2025 |
51 |
$101.46M |
| Paradigm Capital Management, LLC/NV |
Reno, NV |
Q3 2025 |
60 |
$100.85M |
| Putney Financial Group LLC |
San Rafael, CA |
Q3 2025 |
77 |
$100.81M |
| Portus Wealth Advisors, LLC |
Charlotte, NC |
Q3 2025 |
52 |
$100.28M |
| Provident Co of the Employees of the Hebrew University LTD |
Jerusalem, Israel |
Q3 2025 |
31 |
$100.09M |
| Propel Bio Management, LLC |
Los Angeles, CA |
Q3 2025 |
16 |
$99.89M |
| Park Avenue Institutional Advisers LLC |
New York, NY |
Q3 2025 |
1 |
$99.56M |
| Peoples Bank/KS |
Pratt, KS |
Q4 2025 |
98 |
$99.46M |
| Payne Capital LLC |
Lake Oswego, OR |
Q4 2025 |
53 |
$98.22M |
| ProCore Advisors, LLC |
Newport Beach, CA |
Q4 2025 |
90 |
$97.52M |
| Arthur B. Page |
Boston, MA |
Q1 2024 |
44 |
$97.2M |
| Private Harbour Investment Management & Counsel, LLC |
Sagamore Hills, OH |
Q3 2025 |
39 |
$96.6M |
| PARTNERS WEALTH MANAGEMENT, LLC |
Carmel By The Sea, CA |
Q4 2025 |
107 |
$95.74M |
| Pacific Capital Partners Ltd |
London |
Q4 2025 |
36 |
$94.16M |
| PALLADIEM, LLC |
Bryn Mawr, PA |
Q3 2023 |
53 |
$92.63M |
| PMG Family Office LLC |
Plano, TX |
Q3 2025 |
98 |
$89.48M |
| PRIVATE CAPITAL MANAGEMENT INC |
Eagan, MN |
Q3 2017 |
162 |
$89.05M |
| Pale Fire Capital investicni spolecnost a.s. |
Prague, Czech Republic |
Q3 2025 |
0 |
$86.54M |
| Point Break Capital Management, LLC |
Miami, FL |
Q3 2024 |
14 |
$85.27M |
| Price Capital Management, Inc. |
Lafayette, LA |
Q3 2025 |
9 |
$85.14M |
| Prosperity Capital Management Ltd |
Camana Bay, Cayman Islands |
Q1 2020 |
2 |
$83.62M |
| PICTET BANK & TRUST Ltd |
Nassau, Bahamas |
Q4 2025 |
31 |
$83.37M |
| Pavadi Capital LLC |
New York, NY |
Q4 2023 |
14 |
$81.17M |
| Prudence Investment Management (Hong Kong) Ltd. |
12 Harcourt Road Central, Hong Kong |
Q3 2022 |
23 |
$78.19M |
| PUFF WEALTH MANAGEMENT, LLC |
Haddonfield, NJ |
Q4 2025 |
70 |
$77.39M |
| Anastasios Parafestas |
Boston, MA |
Q3 2025 |
2 |
$76.92M |
| PW Partners Capital Management LLC |
Chicago, IL |
Q3 2016 |
4 |
$76.68M |
| PORTOLA GROUP INC /CA |
San Jose, CA |
Q2 2015 |
71 |
$75.58M |
| Jennifer C. Price |
New York, NY |
Q4 2024 |
30 |
$75.46M |
| Ponoi Management, LLC |
San Francisco, CA |
Q3 2022 |
4 |
$73.24M |
| Pension Partners, LLC |
New York, NY |
Q3 2019 |
18 |
$72.63M |
| Plaisance Capital LLC |
Denver, CO |
Q2 2022 |
11 |
$71.49M |
| Premise Capital, LLC |
Naperville, IL |
Q2 2020 |
16 |
$71.01M |
| PACIFIC GLOBAL INVESTMENT MANAGEMENT CO |
Glendale, CA |
Q1 2025 |
67 |
$70.68M |
| Potomac Capital Management, Inc. |
New York, NY |
Q4 2023 |
53 |
$69.72M |
| PATRIZIA Pty Ltd |
Barton, Australia |
Q3 2024 |
11 |
$67.3M |
| Prentice Capital Management, LP |
Greenwich, CT |
Q3 2025 |
18 |
$65.47M |
| PMC FIG Opportunities LLC |
Jerusalem |
Q3 2025 |
28 |
$65.32M |
| Parametrica Management Ltd |
Wanchai, Hong Kong |
Q3 2025 |
23 |
$64.56M |
| Polaris Venture Management Co IV LLC |
Boston, MA |
Q3 2016 |
4 |
$62.39M |
| Parasol Investment Management, LLC |
Westmont, IL |
Q1 2017 |
93 |
$61.04M |
| Premia Global Advisors, LLC |
Coral Gables, FL |
Q3 2019 |
44 |
$57.94M |
| PARAGON ASSOCIATES & PARAGON ASSOCIATES II JOINT VENTURE |
Dallas, TX |
Q3 2025 |
12 |
$56.07M |
| Pinz Capital Management, LP |
New York, NY |
Q3 2022 |
103 |
$55.21M |
| P.A.W. CAPITAL CORP |
Greenwich, CT |
Q3 2025 |
19 |
$55.2M |
| PMV Capital Advisers, LLC |
Dallas, TX |
Q4 2025 |
86 |
$54.91M |
| Proprium Capital Partners, L.P. |
Stamford, CT |
Q3 2017 |
2 |
$53.99M |
| ProQuest Associates IV LLC |
Naples, FL |
Q3 2018 |
4 |
$52.96M |
| Penn Mutual Asset Management |
Conshohocken, PA |
Q3 2025 |
62 |
$51.47M |
| Portland Financial Advisors Inc |
Port Washington, NY |
Q3 2025 |
78 |
$46.91M |
| Peak Ten Capital LLC |
New York, NY |
Q3 2015 |
28 |
$46.52M |
| PRESCOTT INVESTORS PROFIT SHARING TRUST |
Boca Raton, FL |
Q3 2022 |
8 |
$46.43M |
| PhaseCapital LP |
New York, NY |
Q3 2018 |
15 |
$45.2M |
| Pariax, LLC |
Newport Beach, CA |
Q4 2023 |
15 |
$44.33M |
| PASTEL & ASSOCIES SA |
Paris, France |
Q3 2018 |
5 |
$43.8M |
| PANTHERA INVESTMENT GmbH |
Frankfurt, Germany |
Q1 2015 |
37 |
$43.73M |
| PRECEPT MANAGEMENT LLC |
Dallas, TX |
Q3 2023 |
22 |
$42.5M |
| Portland Hill Asset Management Ltd |
London, United Kingdom |
Q1 2024 |
28 |
$40.95M |
| Prince Street Capital Management LLC |
New York, NY |
Q3 2022 |
10 |
$40.27M |
| Portman Ltd |
Grand Cayman, Cayman Islands |
Q3 2024 |
7 |
$39.83M |
| Panning Capital Management, LP |
New York, NY |
Q3 2016 |
6 |
$38.46M |
| Ponoi II Management, LLC |
San Francisco, CA |
Q3 2022 |
4 |
$38.26M |
| PYRRHO CAPITAL MANAGEMENT, LP |
New York, NY |
Q4 2016 |
24 |
$37.26M |
| Pelion, Inc. |
Salt Lake City, UT |
Q3 2025 |
3 |
$36.26M |
| Peterson Wealth Services |
South Ogden, UT |
Q3 2025 |
215 |
$35.88M |
| Pinegrove Venture Partners, LLC |
Menlo Park, CA |
Q3 2025 |
9 |
$31.74M |
| Parian Global Management LP |
Pound Ridge, NY |
Q3 2022 |
32 |
$30.76M |
| Portfolio Strategies Inc |
Tacoma, WA |
Q4 2017 |
74 |
$30.74M |
| Pharmstandard International S.A. |
Luxembourg, Luxembourg |
Q3 2018 |
6 |
$29.02M |
| Pinnacle Investment Management Ltd |
Hong Kong, Hong Kong |
Q3 2025 |
8 |
$28.88M |
| Phoenix Investment Adviser LLC |
New York, NY |
Q3 2019 |
30 |
$28.47M |
| Probabilities Fund Management, LLC |
White Plains, NY |
Q4 2021 |
11 |
$28.1M |
| PVG ASSET MANAGEMENT CORP |
Golden, CO |
Q3 2025 |
67 |
$27.17M |
| Provenire Capital, LLC |
Eden Prairie, MN |
Q3 2021 |
38 |
$27.1M |
| Peterson Financial Group, Inc. |
Des Moines, IA |
Q3 2024 |
430 |
$25.98M |
| Profit Investment Management, LLC |
North Bethesda, MD |
Q4 2025 |
35 |
$24.73M |
| Park Square Financial Group, LLC |
Roswell, GA |
Q3 2025 |
256 |
$23.16M |
| Proxima Capital Management, LLC |
New York, NY |
Q3 2020 |
26 |
$21.04M |
| PACIFIC VIEW ASSET MANAGEMENT, LLC |
San Francisco, CA |
Q3 2019 |
5 |
$20.84M |
| PATHWAY CAPITAL MANAGEMENT, LP |
Irvine, CA |
Q3 2025 |
7 |
$20.34M |
| PURA VIDA INVESTMENTS, LLC |
New York, NY |
Q3 2025 |
8 |
$19.51M |
| Palantir Technologies Inc. |
Denver, CO |
Q3 2023 |
4 |
$19.42M |
| Pharo Management, Inc. |
New York, NY |
Q3 2025 |
1 |
$18.72M |
| PPM AMERICA INC/IL |
Chicago, IL |
Q3 2025 |
6 |
$18.6M |
| P&S Credit Management, L.P. |
New York, NY |
Q1 2024 |
9 |
$18.45M |
| POST ADVISORY GROUP LLC |
Santa Monica, CA |
Q1 2014 |
2 |
$18.37M |
| Prisma Capital Partners LP |
New York, NY |
Q3 2019 |
8 |
$17.51M |
| Puissance Capital Management LP |
New York, NY |
Q3 2020 |
5 |
$17.34M |
| Platinum Management (NY) LLC |
New York, NY |
Q1 2016 |
5 |
$16.44M |
| Polaris Venture Management Co. V, L.L.C. |
Boston, MA |
Q3 2021 |
6 |
$14.09M |
| Prossimo Advisors, LLC |
San Luis Obispo, CA |
Q3 2025 |
31 |
$13.59M |
| Prime Movers Lab LLC |
Jackson, WY |
Q1 2024 |
2 |
$13.53M |
| Portland Ltd |
Grand Cayman, Cayman Islands |
Q3 2022 |
6 |
$10.86M |
| Prysm Capital, L.P. |
Princeton, NJ |
Q2 2025 |
1 |
$10.6M |
| PARA ADVISORS LLC |
New York, NY |
Q3 2016 |
10 |
$9.93M |
| Pactiv General Employee Benefit Trust |
Lake Forest, IL |
Q3 2023 |
1 |
$8.68M |
| Park Capital Group, Inc. |
Redondo Beach, CA |
Q1 2021 |
6 |
$8.62M |
| PT ASSET MANAGEMENT, LLC |
Chicago, IL |
Q3 2018 |
4 |
$6.6M |
| PICKERING ENERGY PARTNERS LP |
Houston, TX |
Q3 2025 |
9 |
$4.55M |
| Pleiad Investment Advisors Ltd |
Hong Kong, Hong Kong |
Q3 2016 |
1 |
$4.34M |
| Prudence Asset Management Ltd |
Hong Kong, Hong Kong |
Q3 2018 |
5 |
$3.65M |
| PROTECTIVE LIFE CORP |
Birmingham, AL |
Q3 2025 |
1 |
$3.61M |
| Polus Capital Management Ltd |
London, United Kingdom |
Q3 2024 |
1 |
$3.6M |
| PayPay Securities Corp |
Tokyo |
Q3 2025 |
280 |
$2.78M |
| Pine River Capital Management L.P. |
Minnetonka, MN |
Q3 2018 |
1 |
$2.12M |
| ParenteBeard Wealth Management, LLC |
York, PA |
Q4 2014 |
102 |
$372.3K |
| Parplus Partners |
New York, NY |
Q1 2020 |
1 |
$343K |
| PAAMCO Prisma Holdings, LLC |
Irvine, CA |
Q3 2019 |
0 |
$0 |
| PA Capital LLC |
Richmond, VA |
Q4 2022 |
0 |
$0 |
| Pacific Grove Capital LP |
San Francisco, CA |
Q3 2019 |
0 |
$0 |
| PACIFIC INDEMNITY CO |
Whitehouse Station, NJ |
Q4 2017 |
0 |
$0 |
| PagnatoKarp Partners LLC |
Reston, VA |
Q2 2020 |
0 |
$0 |
| Pagoda Asset Management, LP |
New York, NY |
Q2 2018 |
0 |
$0 |
| MERCHANT SOLUTIONS S.L. PAGONXT |
Madrid, Spain |
Q4 2022 |
0 |
$0 |
| Palisades Safety & Insurance Association |
Woodbridge, NJ |
Q3 2025 |
0 |
$0 |
| Paloma Partners Advisors LP |
Fort Lauderdale, FL |
Q3 2025 |
0 |
$0 |
| Pamalican Asset Management Ltd |
Hong Kong, Hong Kong |
Q3 2025 |
0 |
$0 |
| Pamplona Capital Management, LLP |
London, United Kingdom |
Q3 2016 |
0 |
$0 |
| Pamplona PE Investments Malta Ltd |
Ta'xbiex |
Q3 2025 |
0 |
$0 |
| Pantechnicon Advisors LLP |
London, United Kingdom |
Q2 2024 |
0 |
$0 |
| Paradice Investment Management Pty Ltd |
Sydney |
Q3 2025 |
0 |
$0 |
| Paragon Associates II, Ltd |
Dallas, TX |
Q4 2013 |
0 |
$0 |
| Parameter Capital Management LLC |
Stamford, CT |
Q3 2014 |
0 |
$0 |
| Parametrica Asset Management Ltd |
Wanchai, Hong Kong |
Q3 2025 |
0 |
$0 |
| PARAMETRIC PORTFOLIO ASSOCIATES LLC |
Seattle, WA |
Q3 2025 |
0 |
$0 |
| Sas Parametric |
Paris |
Q3 2025 |
0 |
$0 |
| Parsow Management LLC |
Omaha, NE |
Q3 2025 |
0 |
$0 |
| Partner Investment Management, L.P. |
San Francisco, CA |
Q3 2020 |
0 |
$0 |
| PartnerRe Principal Finance Inc. |
Greenwich, CT |
Q3 2016 |
0 |
$0 |
| PASSPORT RESEARCH LTD |
St. Louis, MO |
Q4 2016 |
0 |
$0 |
| PATHSTONE FAMILY OFFICE, LLC |
Englewood, NJ |
Q3 2025 |
0 |
$0 |
| PAULSON MANAGEMENT LP |
New York, NY |
Q4 2024 |
0 |
$0 |
| Pax Ellevate Management LLC |
Portsmouth, NH |
Q3 2020 |
0 |
$0 |
| PBCay One RSC Ltd |
Dubai, United Arab Emirates |
Q1 2025 |
0 |
$0 |
| PEAK6 Capital Management LLC |
Chicago, IL |
Q3 2025 |
0 |
$0 |
| PEAK6 Group LLC |
Chicago, IL |
Q3 2025 |
0 |
$0 |
| PEAK6 Investments LLC |
Chicago, IL |
Q3 2025 |
0 |
$0 |
| Peak Capital Management LLC |
Greenwood Village, CO |
Q3 2025 |
0 |
$0 |
| Peak Investments, LLC |
Los Angeles, CA |
Q2 2015 |
0 |
$0 |
| Peak Reinsurance Co Ltd |
Hong Kong, Hong Kong |
Q1 2017 |
0 |
$0 |
| PEAK TEN MASTER FUND, LTD. |
Grand Cayman, Cayman Islands |
Q3 2015 |
0 |
$0 |
| Peak XV Partners Management V Ltd |
Trianon, Mauritius |
Q3 2025 |
0 |
$0 |
| Peak XV Partners Principals Fund V LTD |
Trianon, Mauritius |
Q3 2025 |
0 |
$0 |
| Pearl River Capital, LLC |
Niles, MI |
Q3 2025 |
0 |
$0 |
| PEAR TREE ADVISORS INC |
Lincoln, MA |
Q3 2025 |
0 |
$0 |
| PEERLESS INSURANCE CO |
Boston, MA |
Q1 2022 |
0 |
$0 |
| Peilim Portfolio Management Ltd |
Ramat Gan, Israel |
Q3 2025 |
0 |
$0 |
| PELHAM GLOBAL FINANCIALS LTD |
London, United Kingdom |
Q3 2023 |
0 |
$0 |
| Pelorus Jack Capital, L.P. |
San Francisco, CA |
Q2 2018 |
0 |
$0 |
| Pendal Group Ltd |
Sydney |
Q4 2025 |
0 |
$0 |
| Pennant Capital Management, LLC |
Summit, NJ |
Q3 2018 |
0 |
$0 |
| Pennant General Partner LLC |
Summit, NJ |
Q3 2018 |
0 |
$0 |
| Pennant Master Fund, L.P. |
Camana Bay, Grand Cayman, Cayman Islands |
Q3 2018 |
0 |
$0 |
| Pennant Windward Master Fund, L.P. |
Camana Bay, Grand Cayman, Cayman Islands |
Q3 2018 |
0 |
$0 |
| Penteli Master Fund, Ltd. |
New York, NY |
Q3 2014 |
0 |
$0 |
| People's United Advisors, Inc. |
Bridgeport, CT |
Q2 2024 |
0 |
$0 |
| People's United Financial, Inc. |
Bridgeport, CT |
Q4 2022 |
0 |
$0 |
| Vadim Perelman |
Los Angeles, CA |
Q3 2016 |
0 |
$0 |
| Perenco International Ltd |
Nassau, Bahamas |
Q4 2025 |
0 |
$0 |
| Perennial Investment Partners LTD |
Sydney, Australia |
Q1 2015 |
0 |
$0 |
| Pergamon Offshore Advisors, L.P. |
New York, NY |
Q4 2015 |
0 |
$0 |
| Perimeter Capital Partners, LLC |
Atlanta, GA |
Q4 2014 |
0 |
$0 |
| Perkins Investment Management, LLC |
Chicago, IL |
Q2 2021 |
0 |
$0 |
| Permira Europe III G.P. LTD |
St. Peter Port, Guernsey |
Q3 2018 |
0 |
$0 |
| Permira Growth Opportunities II GP S.A.R.L. |
Luxembourg, Luxembourg |
Q3 2025 |
0 |
$0 |
| Permira IV Managers Ltd |
St. Peter Port, Guernsey |
Q3 2017 |
0 |
$0 |
| Permira V G.P. Ltd |
St. Peter Port, Guernsey |
Q3 2025 |
0 |
$0 |
| Permira VII GP S.a r.l. |
Luxembourg, Luxembourg |
Q3 2025 |
0 |
$0 |
| PERMIT CAPITAL GP LP |
West Conshohocken, PA |
Q1 2024 |
0 |
$0 |
| Perpetual Investment Management Ltd |
Sydney, Australia |
Q4 2025 |
0 |
$0 |
| Justin J. Perreault |
Woburn, MA |
Q3 2018 |
0 |
$0 |
| PERRY CAPITAL |
New York, NY |
Q3 2017 |
0 |
$0 |
| Perseverance Asset Management International (Singapore) Pte. Ltd. |
Singapore |
Q3 2025 |
0 |
$0 |
| Personal Wealth Partners |
Bloomington, MN |
Q2 2022 |
0 |
$0 |
| PFM Asset Management LLC |
Harrisburg, PA |
Q3 2024 |
0 |
$0 |
| PFS INVESTMENTS INC. |
Duluth, GA |
Q3 2025 |
0 |
$0 |
| PGIM, Inc. |
Newark, NJ |
Q3 2025 |
0 |
$0 |
| PGIM INVESTMENTS LLC |
Newark, NJ |
Q3 2025 |
0 |
$0 |
| PGIM Quantitative Solutions LLC |
Newark, NJ |
Q3 2025 |
0 |
$0 |
| PGIM SECURITIES INVESTMENT TRUST ENTERPRISE |
Taipei, Taiwan, Province of China |
Q2 2025 |
0 |
$0 |
| PGIM Wadhwani LLP |
London, United Kingdom |
Q3 2024 |
0 |
$0 |
| Phaeacian Partners LLC |
El Segundo, California, CA |
Q1 2022 |
0 |
$0 |
| Pharma/Wealth Management Co S.A |
Luxembourg, Luxembourg |
Q4 2013 |
0 |
$0 |
| Pharo Management (HK) Ltd. |
Hong Kong |
Q3 2025 |
0 |
$0 |
| Pharo Management (UK) LLP |
London |
Q3 2025 |
0 |
$0 |
| PHOENIX INVESTMENTS HOUSE LTD. |
Bnei Brak |
Q3 2025 |
0 |
$0 |
| Pictet Asset Management (Europe) S.A. |
Luxembourg, Luxembourg |
Q3 2025 |
0 |
$0 |
| Pictet Asset Management (Hong Kong) Ltd |
Hong Kong, Hong Kong |
Q3 2025 |
0 |
$0 |
| Pictet Asset Management (Japan) Ltd. |
Tokyo, Japan |
Q3 2025 |
0 |
$0 |
| PICTET ASSET MANAGEMENT LTD |
London, United Kingdom |
Q3 2025 |
0 |
$0 |
| PICTET ASSET MANAGEMENT SA |
Geneva 73, Switzerland |
Q3 2025 |
0 |
$0 |
| PICTET ASSET MANAGEMENT (SINGAPORE) PTE LTD |
Singapore, Singapore |
Q3 2025 |
0 |
$0 |
| PIEDMONT INVESTMENT ADVISORS INC |
Durham, NC |
Q2 2020 |
0 |
$0 |
| Pillar Wealth Advisors, LLC |
West Chester, PA |
Q3 2025 |
0 |
$0 |
| PineView Asset Management LP |
Greenwich, CT |
Q2 2018 |
0 |
$0 |
| Pinnacle Wealth Advisors |
Nashville, TN |
Q1 2025 |
0 |
$0 |
| PIPER SANDLER COMPANIES |
Minneapolis, MN |
Q3 2019 |
0 |
$0 |
| Pitcairn Financial Group LLC |
Conshohocken, PA |
Q3 2025 |
0 |
$0 |
| Pitcairn Trust Co LLC |
Conshohocken, PA |
Q3 2025 |
0 |
$0 |
| Pivotal bioVenture Partners Fund I U.G.P. Ltd |
San Francisco, CA |
Q3 2025 |
0 |
$0 |
| Pivot Point Capital Partners, LLC |
San Francisco, CA |
Q4 2018 |
0 |
$0 |
| PlainsCapital Bank |
Dallas, TX |
Q3 2025 |
0 |
$0 |
| PlainsCapital Corp |
Dallas, TX |
Q3 2025 |
0 |
$0 |
| Pleasant Lake Partners LLC |
Rincon, PR |
Q3 2025 |
0 |
$0 |
| Pluribus Labs, LLC |
Mill Valley, CA |
Q1 2023 |
0 |
$0 |
| Plymouth Lane Capital Management, LLC |
New York, NY |
Q2 2016 |
0 |
$0 |
| PLYMOUTH LANE PARTNERS (MASTER), LP |
New York, NY |
Q2 2016 |
0 |
$0 |
| Plymouth Rock Co Inc |
Boston, MA |
Q3 2025 |
0 |
$0 |
| PM CAPITAL Ltd |
Sydney |
Q3 2025 |
0 |
$0 |
| PNC BANCORP INC. |
Wilmington, DE |
Q1 2020 |
0 |
$0 |
| PNC BANK, NATIONAL ASSOCIATION |
Pittsburgh, PA |
Q3 2025 |
0 |
$0 |
| PNC Capital Advisors, LLC |
Pittsburgh, PA |
Q2 2021 |
0 |
$0 |
| PNC Delaware Trust Co |
Wilmington, DE |
Q3 2025 |
0 |
$0 |
| PNC Ohio Trust Co |
Cleveland, OH |
Q3 2025 |
0 |
$0 |
| PNC Wealth Management LLC |
Pittsburgh, PA |
Q3 2025 |
0 |
$0 |
| Allianz Bulgaria POD |
Sofia, Bulgaria |
Q3 2025 |
0 |
$0 |
| Middle East FZE Point72 |
Dubai, United Arab Emirates |
Q3 2025 |
0 |
$0 |
| Point72 Private Investments, LLC |
Stamford, CT |
Q3 2024 |
0 |
$0 |
| Pointstate Argentum LLC |
New York, NY |
Q3 2020 |
0 |
$0 |
| Polar Capital LLP |
London, United Kingdom |
Q3 2025 |
0 |
$0 |
| Polar Capital (Switzerland) AG |
Zurich, Switzerland |
Q3 2025 |
0 |
$0 |
| Polarity Investment Partners LP |
El Segundo, CA |
Q2 2022 |
0 |
$0 |
| Michael A. Pollack |
New York, NY |
Q3 2017 |
0 |
$0 |
| Ponoi Capital II, LP |
San Francisco, CA |
Q3 2020 |
0 |
$0 |
| PONOI CAPITAL, LP |
San Francisco, CA |
Q3 2020 |
0 |
$0 |
| Patricia D. Popov |
Boston, MA |
Q3 2025 |
0 |
$0 |
| Poseidonos LLC |
Vaduz, Liechtenstein |
Q3 2024 |
0 |
$0 |
| Post Oak Energy Capital, LP |
Houston, TX |
Q3 2025 |
0 |
$0 |
| Praetorian Capital Management LLC |
Coral Gables, FL |
Q1 2023 |
0 |
$0 |
| Dr. Peter Prast |
Vaduz, Liechtenstein |
Q3 2020 |
0 |
$0 |
| HAROLD I. PRATT |
Boston, MA |
Q3 2019 |
0 |
$0 |
| Precept Capital Management, L.P. |
Dallas, TX |
Q3 2023 |
0 |
$0 |
| PREMIER ASSET MANAGEMENT LLC |
Chicago, IL |
Q1 2023 |
0 |
$0 |
| P.R. Herzig & Co. Inc. |
Roslyn Heights, NY |
Q3 2018 |
0 |
$0 |
| Princeton Alpha Management LP |
Princeton Junction, NJ |
Q2 2017 |
0 |
$0 |
| PRINCIPAL FINANCIAL SERVICES INC |
Des Moines, IA |
Q3 2025 |
0 |
$0 |
| PRINCIPAL GLOBAL INVESTORS |
Des Moines, IA |
Q3 2025 |
0 |
$0 |
| PRINCIPAL LIFE INSURANCE CO |
Des Moines, IA |
Q3 2025 |
0 |
$0 |
| PRINCIPAL MANAGEMENT CORP |
Des Moines, IA |
Q1 2017 |
0 |
$0 |
| PRINCIPAL REAL ESTATE INVESTORS LLC |
Des Moines, IA |
Q3 2025 |
0 |
$0 |
| PRIVATEBANCORP, INC |
Chicago, IL |
Q1 2017 |
0 |
$0 |
| PRIVATE CAPITAL MANAGEMENT LLC |
Denver, CO |
Q3 2025 |
0 |
$0 |
| Profuturo AFP S.A. |
Lima, Peru |
Q3 2025 |
0 |
$0 |
| PROOF Management, LLC |
Reston, VA |
Q3 2020 |
0 |
$0 |
| Proprium Capital Partners GP, LLC |
Stamford, CT |
Q3 2017 |
0 |
$0 |
| ProQuest Associates III LLC |
Naples, FL |
Q3 2018 |
0 |
$0 |
| Prosiris Capital Management LP |
New York, NY |
Q3 2017 |
0 |
$0 |
| PROSPECT HARBOR CREDIT PARTNERS LP |
Boston, MA |
Q1 2014 |
0 |
$0 |
| PROSPECT HARBOR INVESTORS, LLC |
Boston, MA |
Q1 2014 |
0 |
$0 |
| PROSPECTOR FUNDS, INC. |
Guilford, CT |
Q3 2024 |
0 |
$0 |
| PROSPECTOR PARTNERS FUND, L.P. |
Guilford, CT |
Q3 2025 |
0 |
$0 |
| Prosus N.V. |
Amsterdam, Netherlands |
Q3 2025 |
0 |
$0 |
| PROVENANCE CAPITAL ADVISORS LP |
New York, NY |
Q4 2016 |
0 |
$0 |
| PROVIDA PENSION FUND ADMINISTRATOR |
Las Condes, Santiago, Chile |
Q3 2025 |
0 |
$0 |
| PRUCO SECURITIES, LLC. |
Newark, NJ |
Q3 2024 |
0 |
$0 |
| Prudence Asset Management Pte. Ltd. |
Singapore, Singapore |
Q3 2022 |
0 |
$0 |
| PRUDENTIAL GIBRALTAR FINANCIAL LIFE INSURANCE CO., LTD. |
Tokyo, Japan |
Q3 2025 |
0 |
$0 |
| PRUDENTIAL LIFE INSURANCE COMPANY, LTD. |
Tokyo, Japan |
Q3 2025 |
0 |
$0 |
| Prudential Trust Co |
Scranton, PA |
Q3 2025 |
0 |
$0 |
| PR Wealth Management Group |
East Moline, IL |
Q2 2025 |
0 |
$0 |
| Psagot Mutual Funds Ltd. |
Tel Aviv, Israel |
Q4 2023 |
0 |
$0 |
| Psagot Provident Funds & Pension Ltd. |
Tel Aviv, Israel |
Q1 2021 |
0 |
$0 |
| Psagot Securities Ltd. |
Tel Aviv, Israel |
Q3 2024 |
0 |
$0 |
| Psagot Value Holdings Ltd. / (Israel) |
Tel Aviv, Israel |
Q3 2024 |
0 |
$0 |
| P-STS SPV GP IA, LLC |
San Francisco, CA |
Q2 2021 |
0 |
$0 |
| P-STS SPV GP I, LLC |
San Francisco, CA |
Q2 2021 |
0 |
$0 |
| PT BNP Paribas Asset Management |
Jakarta |
Q3 2025 |
0 |
$0 |
| PUTNAM ADVISORY CO LLC |
Boston, MA |
Q3 2025 |
0 |
$0 |
| PUTNAM INVESTMENT MANAGEMENT LLC |
Boston, MA |
Q3 2025 |
0 |
$0 |
| Pyrford International Ltd |
London |
Q3 2025 |
0 |
$0 |
| Pythagorean Trading, LLC |
Stamford, CT |
Q3 2024 |
0 |
$0 |