| P2 Capital Partners, LLC |
New York, NY |
Q3 2024 |
15 |
$876M |
| Pacer Advisors, Inc. |
Malvern, PA |
Q3 2024 |
2527 |
$46.8B |
| PACES FERRY WEALTH ADVISORS, LLC |
Atlanta, GA |
Q3 2024 |
119 |
$174M |
| Pachira Investments Inc. |
Dana Point, CA |
Q3 2024 |
49 |
$130M |
| Pacifica Capital Investments, LLC |
Leander, TX |
Q3 2024 |
16 |
$291M |
| PACIFIC ALTERNATIVE ASSET MANAGEMENT COMPANY, LLC |
Irvine, CA |
Q3 2017 |
95 |
$489M |
| Pacifica Partners Inc. |
Surrey, Canada (Federal Level) |
Q3 2024 |
502 |
$242M |
| Pacific Capital Wealth Advisors, Inc. |
Corona, CA |
Q3 2024 |
491 |
$595M |
| Pacific Center for Financial Services |
San Ramon, CA |
Q3 2024 |
469 |
$380M |
| Pacific Edge Advisors, LLC |
Corona Del Mar, CA |
Q3 2021 |
39 |
$206M |
| PACIFIC FINANCIAL GROUP INC |
Bellevue, WA |
Q3 2024 |
55 |
$136M |
| PACIFIC GLOBAL INVESTMENT MANAGEMENT CO |
Glendale, CA |
Q3 2024 |
211 |
$554M |
| PACIFIC HEIGHTS ASSET MANAGEMENT LLC |
San Francisco, CA |
Q3 2024 |
71 |
$1.35B |
| Pacific Life Fund Advisors LLC |
Newport Beach, CA |
Q3 2024 |
21 |
$1.01B |
| Pacific Ridge Capital Partners, LLC |
Lake Oswego, OR |
Q3 2024 |
137 |
$422M |
| Pacific Sage Partners, LLC |
Shoreline, WA |
Q3 2024 |
103 |
$420M |
| PACIFIC SUN FINANCIAL CORP |
Los Angeles, CA |
Q3 2024 |
184 |
$181M |
| PACIFIC VIEW ASSET MANAGEMENT, LLC |
San Francisco, CA |
Q3 2019 |
5 |
$20.8M |
| Pacific Wealth Management |
San Diego, CA |
Q3 2024 |
19 |
$215M |
| Pacific Wealth Strategies Group, Inc. |
Santa Barbara, CA |
Q3 2024 |
49 |
$135M |
| Packer & Co Ltd |
Cottesloe, Australia |
Q3 2024 |
3 |
$295M |
| PACK Private Wealth, LLC |
Wayzata, MN |
Q3 2024 |
41 |
$176M |
| Pactiv General Employee Benefit Trust |
Lake Forest, IL |
Q3 2023 |
1 |
$8.68M |
| PacWest Financial Management Inc |
Phoenix, AZ |
Q4 2016 |
81 |
$139M |
| Page Arthur B |
Boston, MA |
Q1 2024 |
44 |
$97.2M |
| Painted Porch Advisors LLC |
Santa Barbara, CA |
Q1 2024 |
64 |
$164M |
| Paladin Advisory Group, LLC |
Clive, IA |
Q3 2024 |
235 |
$136M |
| Paladin Wealth, LLC |
Arden Hills, MN |
Q3 2024 |
214 |
$114M |
| Palantir Technologies Inc. |
Denver, CO |
Q3 2023 |
4 |
$9.72M |
| Pale Fire Capital SE |
Prague, Czech Republic |
Q3 2024 |
54 |
$638M |
| Palestra Capital Management LLC |
New York, NY |
Q3 2024 |
36 |
$3.03B |
| Palisade Asset Management, LLC |
Minneapolis, MN |
Q3 2024 |
197 |
$1.02B |
| PALISADE CAPITAL MANAGEMENT, LP |
Fort Lee, NJ |
Q3 2024 |
371 |
$3.77B |
| Palisades Hudson Asset Management, L.P. |
Fort Lauderdale, FL |
Q3 2024 |
107 |
$237M |
| Palisades Investment Partners, LLC |
Santa Monica, CA |
Q2 2014 |
80 |
$56.2M |
| PALLADIEM, LLC |
Bryn Mawr, PA |
Q3 2023 |
53 |
$92.6M |
| PALLADIUM PARTNERS LLC |
Norfolk, VA |
Q1 2022 |
332 |
$2.28B |
| Pallas Capital Advisors LLC |
Braintree, MA |
Q3 2024 |
598 |
$2.3B |
| Palliser Capital (UK) Ltd |
London, United Kingdom |
Q3 2024 |
11 |
$148M |
| Palmer Knight Co |
Jacksonville, FL |
Q3 2024 |
35 |
$228M |
| Palo Alto Investors LP |
Palo Alto, CA |
Q3 2024 |
45 |
$770M |
| PALO ALTO WEALTH ADVISORS, LLC |
Palo Alto, CA |
Q3 2024 |
50 |
$242M |
| Palo Capital, Inc. |
Newport Beach, CA |
Q4 2018 |
137 |
$236M |
| Palo Duro Investment Partners, LP |
Chicago, IL |
Q3 2024 |
16 |
$332M |
| Palogic Value Management, L.P. |
Dallas, TX |
Q3 2024 |
165 |
$251M |
| Paloma Partners Management Co |
Greenwich, CT |
Q3 2024 |
824 |
$1.88B |
| Palouse Capital Management, Inc. |
Spokane, WA |
Q3 2024 |
122 |
$158M |
| Palumbo Wealth Management LLC |
Great Neck, NY |
Q3 2024 |
160 |
$257M |
| PANAGORA ASSET MANAGEMENT INC |
Boston, MA |
Q3 2024 |
1193 |
$20.9B |
| Panning Capital Management, LP |
New York, NY |
Q3 2016 |
6 |
$38.5M |
| PANORAMIC INVESTMENT ADVISORS, LLC |
Denver, CO |
Q3 2024 |
118 |
$145M |
| Pantheon Investment Group, LLC |
Sierra Madre, CA |
Q4 2021 |
75 |
$127M |
| PANTHERA INVESTMENT GmbH |
Frankfurt, Germany |
Q1 2015 |
37 |
$43.7M |
| Panview Asian Equity Master Fund |
Central, Hong Kong |
Q3 2024 |
11 |
$430M |
| PARA ADVISORS LLC |
New York, NY |
Q3 2016 |
10 |
$9.93M |
| Paracle Advisors, LLC |
Mercer Island, WA |
Q1 2021 |
82 |
$551M |
| Paradice Investment Management LLC |
Denver, CO |
Q3 2024 |
25 |
$575M |
| Paradiem, LLC |
Covington, LA |
Q3 2024 |
56 |
$424M |
| PARADIGM ASSET MANAGEMENT CO LLC |
New York, NY |
Q3 2024 |
491 |
$382M |
| Paradigm Biocapital Advisors LP |
New York, NY |
Q3 2024 |
31 |
$2.86B |
| PARADIGM CAPITAL MANAGEMENT INC/NY |
Albany, NY |
Q3 2024 |
129 |
$2.25B |
| Paradigm Capital Management, LLC/NV |
Reno, NV |
Q3 2024 |
58 |
$104M |
| Paradigm Financial Advisors, LLC |
Des Peres, MO |
Q4 2021 |
212 |
$452M |
| Paradigm Financial Partners, LLC |
Westport, CT |
Q3 2024 |
328 |
$700M |
| Paradigm Operations LP |
San Francisco, CA |
Q3 2024 |
1 |
$805M |
| Paradigm, Strategies in Wealth Management, LLC |
Maple Grove, MN |
Q3 2024 |
54 |
$160M |
| Parafestas Anastasios |
Boston, MA |
Q3 2024 |
2 |
$567K |
| Paragon Advisors, LLC |
College Station, TX |
Q3 2024 |
77 |
$308M |
| PARAGON ASSOCIATES & PARAGON ASSOCIATES II JOINT VENTURE |
Dallas, TX |
Q3 2024 |
16 |
$55.7M |
| PARAGON CAPITAL MANAGEMENT INC |
Provo, UT |
Q3 2024 |
67 |
$136M |
| Paragon Capital Management LLC |
Overland Park, KS |
Q3 2024 |
60 |
$193M |
| Paragon Capital Management Ltd |
Denver, CO |
Q3 2024 |
205 |
$508M |
| PARAGON FINANCIAL PARTNERS, INC. |
Woodland Hills, CA |
Q3 2024 |
83 |
$137M |
| Paragon Private Wealth Management, LLC |
Lexington, KY |
Q3 2024 |
163 |
$202M |
| Paragon Wealth Strategies, LLC |
Jacksonville, FL |
Q4 2023 |
40 |
$363M |
| Paralel Advisors LLC |
Denver, CO |
Q3 2024 |
108 |
$2.29B |
| Parallax Volatility Advisers, L.P. |
San Francisco, CA |
Q3 2024 |
600 |
$3.84B |
| Parallel Advisors, LLC |
San Francisco, CA |
Q3 2024 |
3375 |
$4.24B |
| Parametrica Management Ltd |
Wanchai, Hong Kong |
Q3 2024 |
62 |
$84M |
| Parametric Risk Advisors LLC |
Westport, CT |
Q3 2016 |
108 |
$1.48B |
| Parasol Investment Management, LLC |
Westmont, IL |
Q1 2017 |
93 |
$61M |
| PAR CAPITAL MANAGEMENT INC |
Boston, MA |
Q3 2024 |
56 |
$3.53B |
| Parcion Private Wealth LLC |
Bellevue, WA |
Q3 2024 |
235 |
$1.2B |
| ParenteBeard Wealth Management, LLC |
York, PA |
Q4 2014 |
102 |
$372K |
| Parian Global Management LP |
Pound Ridge, NY |
Q3 2022 |
32 |
$30.8M |
| Pariax, LLC |
Newport Beach, CA |
Q4 2023 |
15 |
$44.3M |
| Parisi Gray Wealth Management |
Mendham, NJ |
Q3 2024 |
109 |
$303M |
| Park Avenue Institutional Advisers LLC |
New York, NY |
Q3 2024 |
5 |
$53.6M |
| PARK AVENUE SECURITIES LLC |
New York, NY |
Q3 2024 |
1379 |
$8.9B |
| Park Capital Group, Inc. |
Redondo Beach, CA |
Q1 2021 |
6 |
$8.62M |
| PARK CIRCLE Co |
Baltimore, MD |
Q3 2024 |
105 |
$112M |
| Park Edge Advisors, LLC |
Cleveland, OH |
Q3 2024 |
139 |
$350M |
| Parker Financial LLC |
Silverdale, WA |
Q3 2024 |
35 |
$199M |
| Parker Investment Management, LLC |
Menlo Park, CA |
Q3 2024 |
30 |
$618M |
| Parkman Healthcare Partners LLC |
Stamford, CT |
Q3 2024 |
93 |
$783M |
| PARK NATIONAL CORP /OH/ |
Newark, OH |
Q3 2024 |
295 |
$2.86B |
| Park Place Capital Corp |
Homewood, AL |
Q3 2024 |
856 |
$348M |
| PARK PRESIDIO CAPITAL LLC |
San Francisco, CA |
Q3 2024 |
11 |
$437M |
| Parkside Advisors LLC |
Berkeley, CA |
Q3 2024 |
82 |
$421M |
| Parkside Financial Bank & Trust |
Saint Louis, MO |
Q3 2024 |
2094 |
$716M |
| Parkside Investments, LLC |
Deerfield, IL |
Q3 2024 |
93 |
$656M |
| Park West Asset Management LLC |
San Francisco, CA |
Q3 2024 |
41 |
$1.35B |
| Parkwood LLC |
Cleveland, OH |
Q3 2024 |
82 |
$816M |
| Parkwoods Wealth Partners, LLC |
Syracuse, NY |
Q3 2024 |
31 |
$122M |
| PARNASSUS INVESTMENTS, LLC |
San Francisco, CA |
Q3 2024 |
126 |
$47.1B |
| Parplus Partners |
New York, NY |
Q1 2020 |
1 |
$343K |
| Parsec Financial Management, Inc. |
Asheville, NC |
Q1 2023 |
295 |
$2.37B |
| Parsifal Capital Management, LP |
Greenwich, CT |
Q3 2024 |
14 |
$1.29B |
| PARSONS CAPITAL MANAGEMENT INC/RI |
Providence, RI |
Q3 2024 |
445 |
$1.58B |
| PARTHENON LLC |
Louisville, KY |
Q3 2024 |
125 |
$837M |
| PartnerRe Asset Management CORP |
Greenwich, CT |
Q2 2017 |
2 |
$28.4M |
| PARTNERS CAPITAL INVESTMENT GROUP (HOLDINGS), LLC |
Boston, MA |
Q3 2017 |
76 |
$602M |
| PARTNERS CAPITAL INVESTMENT GROUP, LLP |
Boston, MA |
Q3 2024 |
176 |
$6.24B |
| Partners Group Holding AG |
Baar Zug, Switzerland |
Q3 2024 |
41 |
$1.49B |
| Partnership Wealth Management, LLC |
Towson, MD |
Q3 2024 |
187 |
$142M |
| Partners Value Investments L.P. |
Hamilton, Bermuda |
Q3 2024 |
10 |
$8.46B |
| Partnervest Advisory Services LLC |
Santa Barbara, CA |
Q3 2020 |
247 |
$315M |
| Parus Finance SA |
Paris, France |
Q2 2012 |
27 |
$105M |
| PARUS FINANCE (UK) Ltd |
London, United Kingdom |
Q3 2024 |
32 |
$311M |
| Pasadena Private Wealth, LLC |
Pasadena, CA |
Q3 2024 |
153 |
$469M |
| Passaic Partners LLC |
Newark, NJ |
Q3 2024 |
12 |
$668M |
| Passive Capital Management, LLC. |
Baltimore, MD |
Q3 2024 |
65 |
$286M |
| Passport Capital, LLC |
San Francisco, CA |
Q4 2019 |
4 |
$394M |
| Passumpsic Savings Bank |
St. Johnsbury, VT |
Q3 2024 |
82 |
$152M |
| PASTEL & ASSOCIES SA |
Paris, France |
Q3 2018 |
5 |
$43.8M |
| Pathlight Investors LLC |
Phoenix, AZ |
Q4 2018 |
102 |
$121M |
| Pathstone Holdings, LLC |
Englewood, NJ |
Q3 2024 |
2313 |
$22.3B |
| PATHWAY CAPITAL MANAGEMENT, LP |
Irvine, CA |
Q3 2024 |
5 |
$52.9M |
| Pathway Financial Advisers, LLC |
Auburn, IN |
Q3 2024 |
417 |
$213M |
| Pathway Financial Advisors LLC |
South Burlington, VT |
Q3 2024 |
163 |
$390M |
| Patient Capital Management, LLC |
Baltimore, MD |
Q3 2024 |
41 |
$2.04B |
| Patient Square Capital LP |
Menlo Park, CA |
Q3 2024 |
11 |
$269M |
| Patrick Mauro Investment Advisor, INC. |
Oak Brook, IL |
Q3 2024 |
43 |
$190M |
| PATRICK M SWEENEY & ASSOCIATES, INC |
Libertyville, IL |
Q3 2024 |
151 |
$136M |
| Patriot Financial Group Insurance Agency, LLC |
Westborough, MA |
Q3 2024 |
495 |
$744M |
| PATRIOT FINANCIAL PARTNERS GP, LP |
Radnor, PA |
Q3 2024 |
8 |
$283M |
| PATRIOT INVESTMENT MANAGEMENT GROUP, INC. |
Knoxville, TN |
Q3 2024 |
237 |
$1.36B |
| Patriot Wealth Management, Inc. |
Houston, TX |
Q4 2018 |
77 |
$683M |
| PATRIZIA Pty Ltd |
Barton, Australia |
Q3 2024 |
11 |
$67.3M |
| PATRON PARTNERS, LLC |
Houston, TX |
Q3 2024 |
174 |
$181M |
| Patten Group, Inc. |
Chattanooga, TN |
Q3 2024 |
243 |
$450M |
| PATTEN & PATTEN INC/TN |
Chattanooga, TN |
Q3 2024 |
317 |
$1.51B |
| PATTON ALBERTSON MILLER GROUP, LLC |
Chattanooga, TN |
Q3 2024 |
218 |
$734M |
| PATTON FUND MANAGEMENT, INC. |
Dallas, TX |
Q3 2024 |
76 |
$484M |
| Paul John Balson |
Marina Del Rey, CA |
Q4 2020 |
90 |
$486M |
| PAULSON & CO. INC. |
New York, NY |
Q3 2024 |
15 |
$1.43B |
| Paulson Wealth Management Inc. |
Wheaton, IL |
Q3 2024 |
149 |
$374M |
| Pavadi Capital LLC |
New York, NY |
Q4 2023 |
14 |
$81.2M |
| Pavion Blue Capital, LLC |
Newport Beach, CA |
Q3 2024 |
102 |
$215M |
| P.A.W. CAPITAL CORP |
Greenwich, CT |
Q3 2024 |
16 |
$44.4M |
| PAX Financial Group, LLC |
San Antonio, TX |
Q3 2024 |
225 |
$558M |
| PAYDEN & RYGEL |
Los Angeles, CA |
Q3 2024 |
122 |
$1.3B |
| PAYDEN & RYGEL INVESTMENT GROUP |
Los Angeles, CA |
Q2 2024 |
122 |
$1.24B |
| PayPay Securities Corp |
Tokyo, Japan |
Q3 2024 |
186 |
$1.12M |
| PBCay One RSC Ltd |
Dubai, United Arab Emirates |
Q3 2024 |
1 |
$31.2M |
| PB INVESTMENT PARTNERS, L.P. |
Burlingame, CA |
Q3 2024 |
8 |
$118M |
| PBMares Wealth Management LLC |
Williamsburg, VA |
Q3 2024 |
199 |
$479M |
| PCA Investment Advisory Services Inc. |
Cincinnati, OH |
Q3 2024 |
156 |
$212M |
| PCG Wealth Advisors, LLC |
Overland Park, KS |
Q3 2024 |
122 |
$259M |
| PCJ Investment Counsel Ltd. |
Toronto, Ontario, Canada |
Q3 2024 |
70 |
$316M |
| PCO INVESTMENT MANAGEMENT LP |
Mill Valley, CA |
Q2 2015 |
34 |
$177M |
| PDS Planning, Inc |
Dublin, OH |
Q3 2024 |
443 |
$1.12B |
| PDT Partners, LLC |
New York, NY |
Q3 2024 |
710 |
$1.13B |
| Peachtree Investment Advisors, Inc. |
Atlanta, GA |
Q4 2018 |
73 |
$130M |
| Peachtree Investment Partners, LLC |
Indian River Shores,, FL |
Q3 2024 |
113 |
$266M |
| PEAK6 Investments LLC |
Chicago, IL |
Q3 2024 |
920 |
$2B |
| Peak Asset Management, LLC |
Louisville, CO |
Q3 2024 |
150 |
$531M |
| PEAK FINANCIAL ADVISORS LLC |
Denver, CO |
Q3 2024 |
74 |
$194M |
| Peak Financial Management, Inc. |
Wellesley, MA |
Q3 2024 |
98 |
$341M |
| Peak Ten Capital LLC |
New York, NY |
Q3 2015 |
28 |
$46.5M |
| Peak XV Partners Operations LLC |
Trianon, Mauritius |
Q3 2024 |
3 |
$178M |
| PEAPACK GLADSTONE FINANCIAL CORP |
Bedminster, NJ |
Q2 2024 |
688 |
$6.51B |
| PEAVINE CAPITAL, LLC |
Reno, NV |
Q3 2024 |
10 |
$409M |
| PECAUT & CO. |
Sioux City, IA |
Q3 2024 |
74 |
$283M |
| PECONIC PARTNERS LLC |
New York, NY |
Q3 2024 |
6 |
$2.39B |
| PEDDOCK CAPITAL ADVISORS, LLC |
Braintree, MA |
Q3 2024 |
161 |
$416M |
| Pegasus Asset Management, Inc. |
Montebello, NY |
Q3 2024 |
70 |
$261M |
| Pegasus Partners Ltd. |
Mequon, WI |
Q3 2024 |
171 |
$1.07B |
| PEG CAPITAL MANAGEMENT INC /NH/ |
Canaan, NH |
Q1 2015 |
34 |
$207M |
| P/E Global LLC |
Boston, MA |
Q3 2024 |
3 |
$361M |
| Peirce Capital Management, LLC |
The Woodlands, TX |
Q3 2024 |
35 |
$199M |
| Pekin Hardy Strauss, Inc. |
Chicago, IL |
Q3 2024 |
338 |
$784M |
| Pelham Capital Ltd. |
London, United Kingdom |
Q3 2024 |
9 |
$149M |
| Pelion, Inc. |
Salt Lake City, UT |
Q3 2024 |
4 |
$144M |
| Peloton Wealth Strategists |
Indianapolis, IN |
Q3 2024 |
93 |
$252M |
| Pembroke Management, LTD |
Montreal, Quebec, Canada |
Q3 2024 |
58 |
$731M |
| Penbrook Management LLC |
New York, NY |
Q3 2024 |
104 |
$154M |
| PenderFund Capital Management Ltd. |
Vancouver, British Columbia, Canada |
Q3 2024 |
137 |
$64.9M |
| PENINSULA ASSET MANAGEMENT INC |
Bradenton, FL |
Q3 2024 |
43 |
$198M |
| Peninsula Wealth, LLC |
San Francisco, CA |
Q3 2024 |
98 |
$572M |
| Pennant Investors, LP |
Summit, NJ |
Q3 2024 |
15 |
$336M |
| Pennant Select, LLC |
Summit, NJ |
Q3 2024 |
10 |
$142M |
| Penn Capital Management Company, LLC |
Philadelphia, PA |
Q3 2024 |
146 |
$1.09B |
| PENN DAVIS MCFARLAND INC |
Dallas, TX |
Q3 2024 |
77 |
$889M |
| Penn Mutual Asset Management |
Conshohocken, PA |
Q3 2024 |
60 |
$50.4M |
| PENN MUTUAL LIFE INSURANCE CO |
Horsham, PA |
Q2 2018 |
26 |
$125M |
| PENNSYLVANIA CAPITAL MANAGEMENT INC /ADV |
Huntingdon Valley, PA |
Q3 2024 |
98 |
$278M |
| Penobscot Investment Management Company, Inc. |
Boston, MA |
Q3 2024 |
314 |
$1.11B |
| PENOBSCOT WEALTH MANAGEMENT |
Portland, ME |
Q3 2024 |
76 |
$185M |
| Penserra Capital Management LLC |
Orinda, CA |
Q3 2024 |
1136 |
$4.61B |
| PENSIOENFONDS RAIL & OV |
Utrecht, Netherlands |
Q2 2024 |
36 |
$1.34B |
| Pensionfund DSM Netherlands |
Heerlen, Netherlands |
Q3 2024 |
68 |
$218M |
| Pensionfund Sabic |
Heerlen, Netherlands |
Q3 2024 |
194 |
$320M |
| Pensionmark Financial Group, LLC |
Santa Barbara, CA |
Q3 2024 |
1063 |
$1.83B |
| Pension Partners, LLC |
New York, NY |
Q3 2019 |
18 |
$72.6M |
| Pentwater Capital Management LP |
Naples, FL |
Q3 2024 |
52 |
$5.46B |
| Peoples Bank/KS |
Pratt, KS |
Q3 2024 |
319 |
$149M |
| PEOPLES BANK /OH |
Marietta, OH |
Q3 2024 |
125 |
$196M |
| PEOPLES FINANCIAL SERVICES CORP. |
Scranton, PA |
Q3 2024 |
252 |
$221M |
| Perbak Capital Partners LLP |
London, United Kingdom |
Q3 2024 |
31 |
$142M |
| PERCEPTIVE ADVISORS LLC |
New York, NY |
Q3 2024 |
102 |
$4.66B |
| Peregrine Asset Advisers, Inc. |
Portland, OR |
Q3 2024 |
181 |
$290M |
| PEREGRINE CAPITAL MANAGEMENT LLC |
Minneapolis, MN |
Q3 2024 |
323 |
$3.31B |
| Perella Weinberg Partners Capital Management LP |
New York, NY |
Q1 2024 |
26 |
$992M |
| Perennial Advisors, LLC |
New York, NY |
Q2 2024 |
111 |
$446M |
| Perennial Investment Advisors, LLC |
Los Angeles, CA |
Q3 2024 |
383 |
$769M |
| Performa Ltd (US), LLC |
Charleston, SC |
Q3 2024 |
51 |
$269M |
| Perfromance Wealth Partners, LLC |
Hinsdale, IL |
Q3 2024 |
197 |
$2.9B |
| Perigon Wealth Management, LLC |
San Francisco, CA |
Q3 2024 |
988 |
$3.72B |
| PERISCOPE CAPITAL INC. |
Toronto, Ontario, Canada |
Q3 2024 |
249 |
$158M |
| Perissos Private Wealth Management, LLC |
Bethany, OK |
Q3 2024 |
86 |
$125M |
| PERKINS CAPITAL MANAGEMENT INC |
Wayzata, MN |
Q3 2024 |
84 |
$106M |
| Perkins Coie Trust Co |
Seattle, WA |
Q3 2024 |
304 |
$451M |
| Permanens Capital L.P. |
New York, NY |
Q3 2024 |
53 |
$492M |
| Permian Investment Partners, LP |
Dallas, TX |
Q3 2024 |
6 |
$682M |
| Permira Holdings LTD |
St. Peter Port, Guernsey |
Q3 2024 |
2 |
$2.96B |
| Permit Capital Advisors, LLC |
West Conshohocken, PA |
Q1 2022 |
104 |
$201M |
| Permit Capital, LLC |
West Conshohocken, PA |
Q3 2024 |
31 |
$317M |
| Perpetual Ltd |
Sydney, New South Wales, Australia |
Q3 2024 |
418 |
$9.21B |
| PERRITT CAPITAL MANAGEMENT INC |
Chicago, IL |
Q3 2024 |
302 |
$194M |
| PERRY CREEK CAPITAL LP |
New York, NY |
Q3 2024 |
12 |
$236M |
| Perseverance Asset Management International |
George Town, Cayman Islands |
Q3 2024 |
17 |
$868M |
| Pershing Square Capital Management, L.P. |
New York, NY |
Q3 2024 |
11 |
$12.9B |
| Personal Capital Advisors Corp |
Redwood City, CA |
Q4 2022 |
489 |
$20.6B |
| PERSONAL CFO SOLUTIONS, LLC |
Chester, NJ |
Q3 2024 |
561 |
$715M |
| PERSONAL FINANCIAL CONSULTANTS INC /ADV |
Lafayette, CA |
Q2 2019 |
19 |
$133M |
| Per Stirling Capital Management, LLC. |
Austin, TX |
Q3 2024 |
258 |
$721M |
| Pertento Partners LLP |
London, United Kingdom |
Q3 2024 |
22 |
$822M |
| Peterson Financial Group, Inc. |
Des Moines, IA |
Q3 2024 |
430 |
$26M |
| Peterson Wealth Advisors, LLC |
Orem, UT |
Q3 2024 |
83 |
$529M |
| PETERSON WEALTH MANAGEMENT |
Sparks, NV |
Q3 2024 |
48 |
$153M |
| Peterson Wealth Services |
South Ogden, UT |
Q3 2024 |
218 |
$313M |
| Petiole USA ltd |
New York, NY |
Q3 2024 |
39 |
$153M |
| Petix & Botte Co |
La Mesa, CA |
Q3 2024 |
124 |
$376M |
| PETRA FINANCIAL ADVISORS INC |
Colorado Srpings, CO |
Q3 2024 |
137 |
$152M |
| PETREDIS INVESTMENT ADVISORS LLC |
Warrendale, PA |
Q3 2024 |
102 |
$940M |
| Petrus Trust Company, LTA |
Dallas, TX |
Q3 2024 |
536 |
$1.03B |
| Pettee Investors, Inc. |
Rowayton, CT |
Q3 2024 |
118 |
$205M |
| Pettinga Financial Advisors LLC |
Evansville, IN |
Q3 2024 |
115 |
$422M |
| PETTYJOHN, WOOD & WHITE, INC |
Lynchburg, VA |
Q3 2024 |
196 |
$543M |
| PFC CAPITAL GROUP, INC. |
Los Angeles, CA |
Q3 2024 |
71 |
$207M |
| PFG Advisors |
Phoenix, AZ |
Q3 2024 |
691 |
$1.59B |
| PFG Investments, LLC |
Woodbury, NY |
Q3 2024 |
1020 |
$1.55B |
| PFG Private Wealth Management, LLC |
Lutz, FL |
Q3 2024 |
238 |
$172M |
| Pflug Koory, LLC |
Omaha, NE |
Q1 2024 |
402 |
$191M |
| PFM Health Sciences, LP |
San Francisco, CA |
Q3 2024 |
74 |
$1.74B |
| PFS Partners, LLC |
Mine Hill, NJ |
Q3 2024 |
446 |
$174M |
| PFW Advisors LLC |
Atlanta, GA |
Q2 2024 |
118 |
$314M |
| PGGM Investments |
Zeist, Netherlands |
Q3 2024 |
348 |
$7.81B |
| PGIM Custom Harvest LLC |
Newark, NJ |
Q3 2024 |
248 |
$4.94B |
| Pharmstandard International S.A. |
Luxembourg, Luxembourg |
Q3 2018 |
6 |
$29M |
| Pharo Management, Inc. |
New York, NY |
Q3 2024 |
2 |
$178M |
| Phase 2 Partners, LLC |
San Francisco, CA |
Q3 2024 |
27 |
$169M |
| PhaseCapital LP |
New York, NY |
Q3 2018 |
15 |
$45.2M |
| PHH Investments, Ltd. |
Addison, TX |
Q4 2019 |
81 |
$378M |
| Philadelphia Financial Management of San Francisco, LLC |
San Francisco, CA |
Q3 2024 |
45 |
$468M |
| PHILADELPHIA INTERNATIONAL ADVISORS LP |
Philadelphia, PA |
Q1 2015 |
70 |
$238M |
| PHILADELPHIA TRUST CO |
Philadelphia, PA |
Q3 2024 |
250 |
$1.38B |
| Philip James Wealth Mangement, LLC |
Milton, GA |
Q3 2024 |
164 |
$814M |
| PHILLIPS FINANCIAL MANAGEMENT, LLC |
Fort Wayne, IN |
Q3 2024 |
276 |
$1.29B |
| Phillips Wealth Planners LLC |
Starkville, MS |
Q3 2024 |
194 |
$104M |
| PhiloSmith Capital Corp |
Stamford, CT |
Q2 2021 |
29 |
$227M |
| PhiloSmith Capital Corp |
Stamford, CT |
Q3 2024 |
23 |
$396M |
| Philosophy Capital Management LLC |
Alamo, CA |
Q3 2024 |
23 |
$722M |
| Phocas Financial Corp. |
Alameda, CA |
Q3 2024 |
138 |
$692M |
| Phoenician Capital LLC |
New York, NY |
Q4 2022 |
12 |
$117M |
| Phoenix Holdings Ltd. |
Givatayim, Israel |
Q3 2024 |
360 |
$6.77B |
| Phoenix Investment Adviser LLC |
New York, NY |
Q3 2019 |
30 |
$28.5M |
| Phoenix Wealth Advisors |
Chapel Hill, NC |
Q3 2024 |
122 |
$215M |
| Phraction Management LLC |
Stamford, CT |
Q3 2024 |
69 |
$283M |
| PHYSICIANS FINANCIAL SERVICES, INC. |
Raleigh, NC |
Q3 2024 |
107 |
$322M |
| Physician Wealth Advisors, Inc. |
Midvale, UT |
Q3 2024 |
183 |
$550M |
| Physician Wealth Solutions Inc. |
North Las Vegas, NV |
Q3 2024 |
41 |
$197M |
| PICKERING ENERGY PARTNERS LP |
Houston, TX |
Q3 2024 |
19 |
$5.33M |
| Pictet Asset Management Holding SA |
Carouge, Switzerland |
Q3 2024 |
2017 |
$90.9B |
| PICTET BANK & TRUST Ltd |
Nassau, Bahamas |
Q3 2024 |
41 |
$98.8M |
| Pictet North America Advisors SA |
Geneva 73, Switzerland |
Q3 2024 |
142 |
$1.01B |
| PICTON MAHONEY ASSET MANAGEMENT |
Toronto, Ontario, Canada |
Q3 2024 |
814 |
$2.58B |
| Piedmont Capital Management, LLC |
Whitefish, MT |
Q3 2024 |
51 |
$166M |
| PIER 88 INVESTMENT PARTNERS LLC |
San Francisco, CA |
Q3 2024 |
91 |
$454M |
| Pier Capital, LLC |
Stamford, CT |
Q3 2024 |
133 |
$710M |
| Piermont Capital Management Inc. |
St. Louis, MO |
Q4 2018 |
108 |
$211M |
| PIERSHALE FINANCIAL GROUP, INC. |
Barrington, IL |
Q2 2023 |
269 |
$157M |
| Pilgrim Global Advisors LLC |
Reno, NV |
Q3 2024 |
5 |
$653M |
| PILLAR PACIFIC CAPITAL MANAGEMENT LLC |
Pacifica, CA |
Q1 2021 |
308 |
$1.29B |
| Pillar Wealth Advisors, LLC |
West Chester, PA |
Q3 2024 |
10 |
$3.35M |
| PineBridge Investments, L.P. |
New York, NY |
Q3 2024 |
722 |
$13.2B |
| Pine Brook Road Advisors, L.P. |
Bedford, NY |
Q3 2024 |
3 |
$188M |
| Pine Harbor Wealth Management, LLC |
Silver Spring, MD |
Q3 2024 |
101 |
$201M |
| Pine Haven Investment Counsel, Inc |
Fairhaven, MA |
Q3 2024 |
111 |
$124M |
| Pineno Levin & Ford Asset Management, Inc. |
Richmond, VA |
Q4 2021 |
119 |
$340M |
| Pine Ridge Advisers LLC |
New York, NY |
Q3 2024 |
35 |
$1B |
| Pineridge Advisors LLC |
St. Charles, MO |
Q3 2024 |
607 |
$264M |
| Pine River Capital Management L.P. |
Minnetonka, MN |
Q3 2018 |
1 |
$2.12M |
| PineStone Asset Management Inc. |
Montreal, Quebec, Canada |
Q3 2024 |
44 |
$10.4B |
| Pine Valley Investments Ltd Liability Co |
Marlton, NJ |
Q2 2024 |
448 |
$1.35B |
| PING CAPITAL MANAGEMENT, INC. |
New York, NY |
Q3 2024 |
57 |
$180M |
| Pingora Partners LLC |
Wilson, WY |
Q3 2024 |
221 |
$141M |
| Pinion Investment Advisors, LLC |
Wichita, KS |
Q3 2024 |
154 |
$239M |
| Pinkerton Retirement Specialists, LLC |
Coeur D Alene, ID |
Q3 2024 |
135 |
$688M |
| Pinnacle Advisory Group, Inc. |
Columbia, MD |
Q1 2021 |
247 |
$2.17B |
| PINNACLE ASSOCIATES LTD |
New York, NY |
Q3 2024 |
800 |
$5.1B |
| Pinnacle Bancorp, Inc. |
Beatrice, NE |
Q3 2024 |
871 |
$374M |
| Pinnacle Family Advisors, LLC |
Springfield, MO |
Q3 2024 |
117 |
$193M |
| Pinnacle Financial Group, LLC / IL |
Western Springs, IL |
Q3 2024 |
80 |
$255M |
| PINNACLE FINANCIAL PARTNERS INC |
Nashville, TN |
Q3 2024 |
519 |
$4.98B |
| Pinnacle Holdings, LLC |
Tulsa, OK |
Q3 2024 |
237 |
$256M |
| Pinnacle Private Wealth, LLC |
Andover, MA |
Q2 2022 |
271 |
$256M |
| Pinnacle Summer Investments, Inc. |
Fairfax, VA |
Q4 2015 |
793 |
$678M |
| Pinnacle Wealth Management Advisory Group, LLC |
Red Bank, NJ |
Q3 2024 |
362 |
$1.05B |
| Pinnacle Wealth Management Group, Inc. |
Plymouth, MI |
Q3 2024 |
118 |
$158M |
| Pinnacle Wealth Management, LLC |
Roseville, CA |
Q3 2024 |
36 |
$83.6M |
| Pinnacle Wealth Planning Services, Inc. |
Mansfield, OH |
Q3 2024 |
532 |
$736M |
| Pinnacle West Asset Management, Inc. |
Casper, WY |
Q3 2024 |
113 |
$140M |
| PINNBROOK CAPITAL MANAGEMENT LP |
New York, NY |
Q3 2024 |
64 |
$331M |
| PIN OAK INVESTMENT ADVISORS INC |
Houston, TX |
Q3 2024 |
467 |
$110M |
| Pinpoint Asset Management Ltd |
Hong Kong, Hong Kong |
Q3 2024 |
83 |
$449M |
| Pinz Capital Management, LP |
New York, NY |
Q3 2022 |
103 |
$55.2M |
| PIONEER TRUST BANK N A/OR |
Salem, OR |
Q3 2024 |
76 |
$391M |
| Pioneer Wealth Management Group |
Austin, TX |
Q3 2024 |
42 |
$210M |
| PIPER SANDLER & CO. |
Minneapolis, MN |
Q3 2024 |
37 |
$148M |
| Piscataqua Savings Bank |
Portsmouth, NH |
Q3 2024 |
345 |
$118M |
| PITCAIRN CO |
Jenkintown, PA |
Q3 2024 |
709 |
$1.69B |
| PITTENGER & ANDERSON INC |
Lincoin, NE |
Q3 2024 |
456 |
$2.67B |
| Pitti Group Wealth Management, LLC |
Victor, NY |
Q3 2024 |
60 |
$82.2M |
| Pivotal bioVenture Partners Investment Advisor LLC |
San Francisco, CA |
Q3 2024 |
11 |
$168M |
| Placemark Investments, Inc. |
Chicago, IL |
Q4 2014 |
1618 |
$5.66B |
| Plaisance Capital LLC |
Denver, CO |
Q2 2022 |
11 |
$71.5M |
| Plancorp, LLC |
Saint Louis, MO |
Q3 2024 |
315 |
$2.45B |
| Plan Group Financial, LLC |
Oklahoma City, OK |
Q3 2024 |
114 |
$189M |
| Planned Solutions, Inc. |
Folsom, CA |
Q3 2024 |
658 |
$246M |
| PLANNING ALTERNATIVES LTD /ADV |
Birmingham, MI |
Q3 2024 |
58 |
$657M |
| Planning Capital Management Corp |
Paoli, PA |
Q3 2024 |
780 |
$151M |
| Planning Center, Inc. |
Moline, IL |
Q3 2024 |
73 |
$812M |
| PLANNING DIRECTIONS INC |
Glen Mills, PA |
Q3 2024 |
81 |
$168M |
| Planning Solutions Group LLC |
Fulton, MD |
Q2 2019 |
140 |
$194M |
| Plante Moran Financial Advisors, LLC |
Southfield, MI |
Q3 2024 |
869 |
$1.17B |
| Platform Technology Partners |
New York, NY |
Q3 2024 |
224 |
$317M |
| Platinum Equity Advisors, LLC/DE |
Beverly Hills, CA |
Q3 2024 |
2 |
$591M |
| PLATINUM EQUITY, LLC |
Beverly Hills, CA |
Q3 2024 |
5 |
$77.2M |
| PLATINUM INVESTMENT MANAGEMENT LTD |
Sydney Australia 2000, Australia |
Q3 2024 |
122 |
$2.21B |
| Platinum Management (NY) LLC |
New York, NY |
Q1 2016 |
5 |
$16.4M |
| Plato Investment Management Ltd |
Sydney, Nsw, Australia |
Q3 2024 |
547 |
$1.23B |
| Platte River Capital LLC |
Denver, CO |
Q3 2015 |
117 |
$108M |
| Platte River Wealth Advisors, LLC |
Louisville, CO |
Q3 2024 |
92 |
$373M |
| Platt Investment Counsel, LLC |
Lake Mary, FL |
Q3 2024 |
10 |
$113M |
| PL Capital Advisors, LLC |
Naples, FL |
Q3 2024 |
28 |
$261M |
| Pleiad Investment Advisors Ltd |
Hong Kong, Hong Kong |
Q3 2016 |
1 |
$4.34M |
| PLIMOTH TRUST CO LLC |
Plymouth, MA |
Q3 2024 |
159 |
$397M |
| Plotkin Financial Advisors, LLC |
Chevy Chase, MD |
Q3 2024 |
90 |
$167M |
| PLUSTICK MANAGEMENT LLC |
Charlottesville, VA |
Q3 2024 |
21 |
$132M |
| PNC FINANCIAL SERVICES GROUP, INC. |
Pittsburgh, PA |
Q3 2024 |
4773 |
$157B |
| PNC Managed Account Solutions, Inc. |
Houston, TX |
Q2 2021 |
518 |
$503M |
| Poehling Capital Management, INC. |
Madison, WI |
Q3 2024 |
134 |
$387M |
| Point72 Asia (Singapore) Pte. Ltd. |
Singapore, Singapore |
Q3 2024 |
917 |
$532M |
| Point72 Asset Management, L.P. |
Stamford, CT |
Q3 2024 |
1178 |
$28.7B |
| Point72 (DIFC) Ltd |
Dubai, United Arab Emirates |
Q3 2024 |
867 |
$1.29B |
| Point72 Europe (London) LLP |
London, United Kingdom |
Q3 2024 |
116 |
$1.19B |
| Point72 Hong Kong Ltd |
Hong Kong, Hong Kong |
Q3 2024 |
427 |
$1.39B |
| Point72 Italy, S.r.l. |
Milan, Italy |
Q3 2024 |
32 |
$306M |
| Point Break Capital Management, LLC |
Miami, FL |
Q3 2024 |
14 |
$85.3M |
| Pointe Capital Management LLC |
Grosse Pointe Farms, MI |
Q3 2024 |
160 |
$171M |
| PointState Capital LP |
New York, NY |
Q3 2024 |
45 |
$3.65B |
| Point View Wealth Management, Inc. |
Summit, NJ |
Q4 2020 |
275 |
$246M |
| Polar Asset Management Partners Inc. |
Toronto, Ontario, Canada |
Q3 2024 |
693 |
$4.18B |
| Polar Capital Holdings Plc |
London, United Kingdom |
Q3 2024 |
286 |
$17B |
| Polaris Capital Management, LLC |
Boston, MA |
Q3 2024 |
92 |
$2.03B |
| Polaris Venture Management Co IV LLC |
Boston, MA |
Q3 2016 |
4 |
$62.4M |
| Polaris Venture Management Co. VI, L.L.C. |
Boston, MA |
Q3 2017 |
1 |
$43.1M |
| Polaris Venture Management Co. V, L.L.C. |
Boston, MA |
Q3 2021 |
6 |
$14.1M |
| Polaris Wealth Advisory Group, LLC |
San Rafael, CA |
Q3 2023 |
169 |
$1.31B |
| POLEN CAPITAL MANAGEMENT LLC |
Boca Raton, FL |
Q3 2024 |
118 |
$38.7B |
| Polianta Ltd |
St Helier, Jersey |
Q3 2024 |
70 |
$213M |
| Politan Capital Management LP |
New York, NY |
Q3 2024 |
4 |
$1.77B |
| Polunin Capital Partners Ltd |
London, United Kingdom |
Q3 2024 |
26 |
$427M |
| Polus Capital Management Ltd |
London, United Kingdom |
Q3 2024 |
1 |
$3.6M |
| Polymer Capital Management (HK) LTD |
Hong Kong, Hong Kong |
Q3 2024 |
150 |
$432M |
| Pomelo Capital LLC |
New York, NY |
Q3 2018 |
36 |
$187M |
| POM Investment Strategies, LLC |
Raleigh, NC |
Q3 2024 |
312 |
$128M |
| Ponoi II Management, LLC |
San Francisco, CA |
Q3 2022 |
4 |
$38.3M |
| Ponoi Management, LLC |
San Francisco, CA |
Q3 2022 |
4 |
$73.2M |
| POPE ASSET MANAGEMENT, LLC |
Memphis, TN |
Q3 2018 |
23 |
$162M |
| Poplar Forest Capital LLC |
Pasadena, CA |
Q3 2024 |
54 |
$734M |
| Port Capital LLC |
Chicago, IL |
Q3 2024 |
87 |
$2.23B |
| Portfolio Design Labs, LLC |
Encino, CA |
Q3 2024 |
134 |
$358M |
| Portfolio Solutions, LLC |
Royal Oak, MI |
Q3 2022 |
55 |
$792M |
| Portfolio Strategies Inc |
Tacoma, WA |
Q4 2017 |
74 |
$30.7M |
| Portfolio Strategies, Inc. |
Monsey, NY |
Q3 2024 |
38 |
$740M |
| Portland Global Advisors LLC |
Portland, ME |
Q3 2024 |
135 |
$796M |
| Portland Hill Asset Management Ltd |
London, United Kingdom |
Q1 2024 |
28 |
$40.9M |
| PORTLAND HILL CAPITAL LLP |
London, United Kingdom |
Q4 2016 |
21 |
$167M |
| PORTLAND INVESTMENT COUNSEL INC. |
Burlington, Ontario, Canada |
Q3 2024 |
51 |
$278M |
| Portland Ltd |
Grand Cayman, Cayman Islands |
Q3 2022 |
6 |
$10.9M |
| Portman Ltd |
Grand Cayman, Cayman Islands |
Q3 2024 |
7 |
$39.8M |
| Portman Square Capital LLP |
London, United Kingdom |
Q3 2024 |
80 |
$302M |
| PORTOLA GROUP INC /CA |
San Jose, CA |
Q2 2015 |
71 |
$75.6M |
| Portolan Capital Management, LLC |
Boston, MA |
Q3 2024 |
129 |
$1.38B |
| Portside Wealth Group, LLC |
Provo, UT |
Q3 2024 |
382 |
$585M |
| POST ADVISORY GROUP LLC |
Santa Monica, CA |
Q1 2014 |
2 |
$18.4M |
| Post Oak Energy Holdings, LLC |
Houston, TX |
Q3 2024 |
1 |
$286M |
| Potomac Capital Management, Inc. |
New York, NY |
Q4 2023 |
53 |
$69.7M |
| Potrero Capital Research LLC |
San Francisco, CA |
Q3 2024 |
34 |
$298M |
| Powell Investment Advisors, LLC |
Miami, FL |
Q3 2024 |
150 |
$214M |
| Power Corp of Canada |
Montreal, Quebec, Canada (Federal Level) |
Q3 2024 |
3 |
$703M |
| Powers Advisory Group, LLC |
Highland, IL |
Q3 2024 |
98 |
$200M |
| POWER WEALTH MANAGEMENT LLC |
Alpharetta, GA |
Q3 2024 |
93 |
$234M |
| PPM AMERICA INC/IL |
Chicago, IL |
Q3 2024 |
5 |
$11.1M |
| PPSC Investment Service Corp |
Tokyo, Japan |
Q3 2024 |
6 |
$849M |
| PPS&V ASSET MANAGEMENT CONSULTANTS, INC. |
Portage, MI |
Q3 2024 |
39 |
$146M |
| Praesidium Investment Management Company, LLC |
New York, NY |
Q3 2024 |
13 |
$596M |
| Praetorian PR LLC |
Rincon, Puerto Rico |
Q3 2024 |
13 |
$255M |
| Praetorian Wealth Management, Inc. |
Carmel, CA |
Q3 2024 |
37 |
$402M |
| PRAGMA GESTAO DE PATRIMONIO LTD |
Sao Paulo, Brazil |
Q3 2024 |
19 |
$193M |
| Prairie Sky Financial Group LLC |
Westchester, IL |
Q3 2024 |
81 |
$176M |
| PrairieView Partners, LLC |
St. Paul, MN |
Q3 2024 |
348 |
$962M |
| PRAIRIEVIEW WEALTH PARTNERS, LLC |
Orland Park, IL |
Q3 2024 |
18 |
$92.5M |
| Prairie Wealth Advisors, Inc. |
Omaha, NE |
Q3 2024 |
145 |
$202M |
| Prairiewood Capital, LLC |
West Fargo, ND |
Q3 2024 |
79 |
$236M |
| Prana Capital Management, LP |
Greenwich, CT |
Q3 2024 |
85 |
$2.18B |
| Pratt Collard Advisory Partners LLC |
Buffalo, NY |
Q2 2021 |
97 |
$150M |
| PRECEDENT WEALTH PARTNERS, LLC |
Houston, TX |
Q3 2024 |
142 |
$303M |
| PRECEPT MANAGEMENT LLC |
Dallas, TX |
Q3 2023 |
22 |
$42.5M |
| PRECISION PATH CAPITAL, LP |
New York, NY |
Q4 2018 |
15 |
$233M |
| Precision Wealth Strategies, LLC |
Saint Louis, MO |
Q3 2024 |
106 |
$108M |
| Precocity Capital LP |
Stamford, CT |
Q4 2018 |
40 |
$328M |
| PRELUDE CAPITAL MANAGEMENT, LLC |
New York, NY |
Q3 2024 |
1135 |
$1.3B |
| Premia Global Advisors, LLC |
Coral Gables, FL |
Q3 2019 |
44 |
$57.9M |
| Premier Fund Managers Ltd |
Guildford, United Kingdom |
Q3 2024 |
183 |
$2.82B |
| Premier Path Wealth Partners, LLC |
Madison, NJ |
Q3 2024 |
364 |
$634M |
| Premise Capital, LLC |
Naperville, IL |
Q2 2020 |
16 |
$71M |
| Prentice Capital Management, LP |
Greenwich, CT |
Q3 2024 |
27 |
$45.1M |
| Prentice Wealth Management LLC |
Rochester, NY |
Q3 2024 |
108 |
$337M |
| PRENTISS SMITH & CO INC |
Brattleboro, VT |
Q3 2024 |
69 |
$156M |
| Prescott General Partners LLC |
Boca Raton, FL |
Q3 2024 |
9 |
$1.5B |
| PRESCOTT GROUP CAPITAL MANAGEMENT, L.L.C. |
Tulsa, OK |
Q3 2024 |
219 |
$689M |
| PRESCOTT INVESTORS PROFIT SHARING TRUST |
Boca Raton, FL |
Q3 2022 |
8 |
$46.4M |
| Presidio Capital Management, LLC |
San Diego, CA |
Q3 2024 |
71 |
$156M |
| PRESILIUM PRIVATE WEALTH, LLC |
Radnor, PA |
Q3 2024 |
76 |
$434M |
| Presima Securities ULC |
Montreal, Quebec, Canada |
Q3 2024 |
52 |
$455M |
| Prestige Wealth Management Group LLC |
Flemington, NJ |
Q3 2024 |
1029 |
$482M |
| PREVAIL INNOVATIVE WEALTH ADVISORS, LLC |
Leawood, KS |
Q3 2024 |
158 |
$328M |
| Prevatt Capital Ltd |
Nassau, Bahamas |
Q3 2024 |
12 |
$301M |
| Price Capital Management, Inc. |
Lafayette, LA |
Q3 2024 |
4 |
$20.3M |
| Price Jennifer C. |
New York, NY |
Q3 2024 |
29 |
$89.6M |
| PRICE MICHAEL F |
New York, NY |
Q1 2022 |
129 |
$846M |
| PRICE T ROWE ASSOCIATES INC /MD/ |
Baltimore, MD |
Q3 2024 |
3048 |
$868B |
| Price Wealth, LLC |
Austin, TX |
Q3 2020 |
425 |
$357M |
| Priebe Wealth Holdings LLC |
Maple Grove, MN |
Q3 2024 |
65 |
$137M |
| Primavera Capital Management Ltd |
George Town, Cayman Islands |
Q3 2024 |
3 |
$591M |
| Prime Capital Investment Advisors, LLC |
Overland Park, KS |
Q3 2024 |
909 |
$7.01B |
| Prime Capital Management Co Ltd |
Hong Kong, Hong Kong |
Q3 2024 |
4 |
$613M |
| PRIMECAP MANAGEMENT CO/CA/ |
Pasadena, CA |
Q3 2024 |
336 |
$136B |
| Prime Movers Lab LLC |
Jackson, WY |
Q1 2024 |
2 |
$13.5M |
| PRIMORIS WEALTH ADVISORS, LLC |
North Palm Beach, FL |
Q3 2024 |
101 |
$138M |
| Prince Street Capital Management LLC |
New York, NY |
Q3 2022 |
10 |
$40.3M |
| PRINCETON CAPITAL MANAGEMENT INC |
Princeton, NJ |
Q3 2017 |
69 |
$198M |
| PRINCETON CAPITAL MANAGEMENT LLC |
Red Bank, NJ |
Q3 2024 |
119 |
$317M |
| Princeton Global Asset Management LLC |
Princeton, NJ |
Q3 2024 |
666 |
$514M |
| Princeton Portfolio Strategies Group LLC |
Princeton, NJ |
Q2 2021 |
137 |
$517M |
| PRINCIPAL FINANCIAL GROUP INC |
Des Moines, IA |
Q3 2024 |
2197 |
$182B |
| PRINCIPAL SECURITIES, INC. |
Des Moines, IA |
Q3 2024 |
3432 |
$4.14B |
| Principal Street Partners, LLC |
Memphis, TN |
Q3 2024 |
237 |
$602M |
| Principle Wealth Partners LLC |
Madison, CT |
Q3 2024 |
340 |
$1.41B |
| PRING TURNER CAPITAL GROUP INC |
Walnut Creek, CA |
Q3 2024 |
69 |
$158M |
| PRIO WEALTH LIMITED PARTNERSHIP |
Boston, MA |
Q3 2024 |
266 |
$3.41B |
| Prisma Capital Partners LP |
New York, NY |
Q3 2019 |
8 |
$17.5M |
| Prism Advisors, Inc. |
Studio City, CA |
Q3 2024 |
67 |
$350M |
| Private Advisor Group, LLC |
Morristown, NJ |
Q3 2024 |
2388 |
$16.1B |
| Private Advisory Group LLC |
Redmond, WA |
Q3 2024 |
195 |
$794M |
| PRIVATE ASSET MANAGEMENT INC |
San Diego, CA |
Q3 2023 |
118 |
$426M |
| Private Capital Advisors, Inc. |
Darien, CT |
Q3 2024 |
77 |
$913M |
| Private Capital Group, LLC |
West Hartford, CT |
Q2 2022 |
1807 |
$133M |
| PRIVATE CAPITAL MANAGEMENT INC |
Eagan, MN |
Q3 2017 |
162 |
$89M |
| Private Capital Management, LLC |
Naples, FL |
Q3 2024 |
123 |
$913M |
| PRIVATE CAPITAL MANAGEMENT LLC |
Denver, CO |
Q3 2024 |
285 |
$553M |
| PRIVATE CLIENT SERVICES, LLC |
Louisville, KY |
Q3 2024 |
169 |
$186M |
| Private Harbour Investment Management & Counsel, LLC |
Sagamore Hills, OH |
Q3 2024 |
38 |
$94.9M |
| PRIVATE MANAGEMENT GROUP INC |
Irvine, CA |
Q3 2024 |
211 |
$2.84B |
| Private Ocean, LLC |
San Rafael, CA |
Q2 2024 |
618 |
$1.13B |
| Private Portfolio Partners LLC |
Paramus, NJ |
Q3 2024 |
293 |
$533M |
| PRIVATE TRUST CO NA |
Cleveland, OH |
Q3 2024 |
2283 |
$992M |
| Private Vista, LLC |
Chicago, IL |
Q2 2020 |
116 |
$205M |
| Private Wealth Advisors, Inc. |
Greensburg, PA |
Q4 2020 |
115 |
$175M |
| Private Wealth Advisors, LLC |
Fresno, CA |
Q3 2024 |
76 |
$246M |
| Private Wealth Group, LLC |
Tampa, FL |
Q3 2024 |
63 |
$200M |
| Private Wealth Management Group, LLC |
Princeton, NJ |
Q3 2024 |
1497 |
$253M |
| Private Wealth Partners, LLC |
Mill Valley, CA |
Q3 2024 |
170 |
$1.25B |
| Private Wealth Strategies, L.L.C. |
New Albany, OH |
Q2 2024 |
73 |
$498M |
| Privium Fund Management B.V. |
Amsterdam, Netherlands |
Q3 2024 |
82 |
$402M |
| Privium Fund Management (UK) Ltd |
London, United Kingdom |
Q3 2024 |
8 |
$54.7M |
| Proactive Wealth Strategies LLC |
Marietta, GA |
Q3 2024 |
124 |
$180M |
| PROATHLETE WEALTH MANAGEMENT LLC |
Boca Raton, FL |
Q3 2024 |
59 |
$243M |
| Probabilities Fund Management, LLC |
White Plains, NY |
Q4 2021 |
11 |
$28.1M |
| Probity Advisors, Inc. |
Dallas, TX |
Q3 2024 |
227 |
$522M |
| Processus Wealth & Capital Management, LLC |
Brentwood, TN |
Q3 2024 |
34 |
$121M |
| Procyon Advisors, LLC |
Shelton, CT |
Q3 2024 |
540 |
$1.45B |
| Proem Advisors LLC |
Dallas, TX |
Q3 2022 |
20 |
$60.4M |
| PROFESSIONAL ADVISORY SERVICES INC |
Vero Beach, FL |
Q3 2024 |
80 |
$761M |
| Professional Financial Advisors, LLC |
North Platte, NE |
Q3 2024 |
105 |
$386M |
| PROFESSIONAL PLANNING |
Thousand Oaks, CA |
Q3 2021 |
124 |
$209M |
| PROFFITT & GOODSON INC |
Knoxville, TN |
Q3 2024 |
306 |
$610M |
| Proficio Capital Partners LLC |
Newton, MA |
Q3 2024 |
285 |
$1.01B |
| Profit Investment Management, LLC |
North Bethesda, MD |
Q3 2024 |
81 |
$127M |
| PROFUND ADVISORS LLC |
Bethesda, MD |
Q3 2024 |
1132 |
$2.64B |
| Progeny 3, Inc. |
Kirkland, WA |
Q3 2024 |
34 |
$1.19B |
| Progressive Investment Management Corp |
Lake Oswego, OR |
Q3 2024 |
58 |
$390M |
| PROMETHIUM ADVISORS,LLC |
Bethesda, MD |
Q3 2024 |
133 |
$142M |
| Promethos Capital, LLC |
Boston, MA |
Q3 2024 |
80 |
$281M |
| Propel Bio Management, LLC |
Los Angeles, CA |
Q3 2024 |
21 |
$172M |
| Proprium Capital Partners, L.P. |
Stamford, CT |
Q3 2017 |
2 |
$54M |
| ProQuest Associates IV LLC |
Naples, FL |
Q3 2018 |
4 |
$53M |
| Proquility Private Wealth Partners, LLC |
Las Vegas, NV |
Q3 2024 |
87 |
$312M |
| ProShare Advisors LLC |
Bethesda, MD |
Q3 2024 |
2065 |
$40.8B |
| Prosight Management, LP |
Dallas, TX |
Q3 2024 |
41 |
$394M |
| Prospect Capital Advisors, LLC |
Sausalito, CA |
Q3 2024 |
25 |
$221M |
| Prospect Financial Services LLC |
Melville, NY |
Q3 2024 |
104 |
$161M |
| Prospect Hill Management, LLC |
Short Hills, NJ |
Q3 2024 |
16 |
$199M |
| PROSPECTOR PARTNERS LLC |
Guilford, CT |
Q3 2024 |
93 |
$937M |
| Prospera Financial Services Inc |
Dallas, TX |
Q3 2024 |
1116 |
$3.92B |
| PROSPERA PRIVATE WEALTH, LLC |
Oklahoma City, OK |
Q3 2024 |
780 |
$543M |
| Prosperitas Financial LLC |
Valencia, CA |
Q3 2024 |
62 |
$186M |
| Prosperity Capital Management Ltd |
Camana Bay, Cayman Islands |
Q1 2020 |
2 |
$83.6M |
| Prosperity Consulting Group, LLC |
Owings Mills, MD |
Q3 2024 |
458 |
$1.28B |
| Prosperity Financial Group, Inc. |
San Ramon, CA |
Q3 2024 |
152 |
$178M |
| Prosperity Planning, Inc. |
Kansas City, MO |
Q3 2024 |
104 |
$316M |
| Prosperity Wealth Management, Inc. |
San Ramon, CA |
Q3 2024 |
189 |
$250M |
| Prossimo Advisors, LLC |
San Luis Obispo, CA |
Q3 2024 |
140 |
$137M |
| Prostatis Group LLC |
Hanover, MD |
Q2 2023 |
250 |
$68.8M |
| PROTECTIVE LIFE CORP |
Birmingham, AL |
Q3 2024 |
1 |
$3.55M |
| PROVENCE WEALTH MANAGEMENT GROUP |
Irvine, CA |
Q4 2023 |
461 |
$186M |
| Provenire Capital, LLC |
Eden Prairie, MN |
Q3 2021 |
38 |
$27.1M |
| Providence Capital Advisors, LLC |
Charlotte, NC |
Q3 2024 |
354 |
$504M |
| Providence Equity Partners L.L.C. |
Providence, RI |
Q3 2024 |
3 |
$995M |
| Providence First Trust Co |
Scottsdale, AZ |
Q3 2024 |
97 |
$236M |
| Providence Wealth Advisors, LLC |
Frankfort, IL |
Q3 2024 |
83 |
$132M |
| Provident Co of the Employees of the Hebrew University LTD |
Jerusalem, Israel |
Q3 2024 |
29 |
$87.3M |
| Provident Investment Management, Inc. |
Novi, MI |
Q3 2024 |
77 |
$1.12B |
| PROVIDENT TRUST CO |
Waukesha, WI |
Q3 2024 |
29 |
$5.55B |
| Provident Wealth Management, LLC |
Brentwood, TN |
Q3 2024 |
125 |
$293M |
| ProVise Management Group, LLC |
Clearwater, FL |
Q3 2024 |
296 |
$1.26B |
| Proxima Capital Management, LLC |
New York, NY |
Q3 2020 |
26 |
$21M |
| Prudence Asset Management Ltd |
Hong Kong, Hong Kong |
Q3 2018 |
5 |
$3.65M |
| Prudence Investment Management (Hong Kong) Ltd. |
12 Harcourt Road Central, Hong Kong |
Q3 2022 |
23 |
$78.2M |
| PRUDENTIAL FINANCIAL INC |
Newark, NJ |
Q3 2024 |
2705 |
$71B |
| PRUDENTIAL PLC |
London, England, United Kingdom |
Q3 2024 |
788 |
$19.8B |
| PRUDENT INVESTORS NETWORK, INC. |
Lake Forest, CA |
Q3 2024 |
52 |
$326M |
| Prudent Man Advisors, LLC |
Naperville, IL |
Q3 2024 |
181 |
$295M |
| PRW Wealth Management LLC |
Quincy, MA |
Q3 2023 |
106 |
$261M |
| Prysm Capital, L.P. |
Princeton, NJ |
Q3 2024 |
1 |
$8.66M |
| Psagot Value Holdings Ltd. |
Tel Aviv, Israel |
Q3 2021 |
408 |
$580M |
| P SCHOENFELD ASSET MANAGEMENT LP |
New York, NY |
Q3 2024 |
22 |
$276M |
| P&S Credit Management, L.P. |
New York, NY |
Q1 2024 |
9 |
$18.5M |
| PSG Equity L.L.C. |
Boston, MA |
Q3 2024 |
1 |
$885M |
| PSI Advisors, LLC |
Tampa, FL |
Q3 2024 |
892 |
$341M |
| PSquared Asset Management AG |
Zurich, Switzerland |
Q3 2024 |
9 |
$416M |
| PT ASSET MANAGEMENT, LLC |
Chicago, IL |
Q3 2018 |
4 |
$6.61M |
| PUBLIC EMPLOYEES RETIREMENT ASSOCIATION OF COLORADO |
Denver, CO |
Q3 2024 |
1940 |
$25.2B |
| PUBLIC EMPLOYEES RETIREMENT SYSTEM OF OHIO |
Columbus, OH |
Q3 2024 |
2173 |
$23.4B |
| PUBLIC INVESTMENT FUND |
Al Aqiq District, Riyadh, Saudi Arabia |
Q3 2024 |
27 |
$19.5B |
| PUBLIC SECTOR PENSION INVESTMENT BOARD |
Montreal, Quebec, Canada |
Q3 2024 |
1223 |
$18.5B |
| Puissance Capital Management LP |
New York, NY |
Q3 2020 |
5 |
$17.3M |
| Pullen Investment Management, LLC |
Bradenton, FL |
Q3 2024 |
100 |
$137M |
| PUNCH & ASSOCIATES INVESTMENT MANAGEMENT, INC. |
Edina, MN |
Q3 2024 |
165 |
$1.8B |
| Punch Card Capital, L.P. |
Winter Park, FL |
Q3 2014 |
2 |
$107M |
| Punch Card Management L.P. |
Winter Park, FL |
Q3 2024 |
4 |
$335M |
| PURA VIDA INVESTMENTS, LLC |
New York, NY |
Q3 2024 |
18 |
$60.8M |
| Pure Financial Advisors, LLC |
San Diego, CA |
Q3 2024 |
326 |
$4.17B |
| PURE PORTFOLIOS HOLDINGS LLC |
Lake Oswego, OR |
Q3 2024 |
105 |
$265M |
| PURSUE WEALTH PARTNERS LLC |
Clayton, CA |
Q3 2024 |
112 |
$183M |
| Purus Wealth Management, LLC |
Newport Beach, CA |
Q3 2024 |
117 |
$236M |
| PUTNAM INVESTMENTS LLC |
Boston, MA |
Q4 2023 |
1150 |
$75.7B |
| PUZO MICHAEL J |
Boston, MA |
Q3 2024 |
76 |
$383M |
| PVG Asset Management |
Golden, CO |
Q4 2016 |
98 |
$238M |
| PVG ASSET MANAGEMENT CORP |
Golden, CO |
Q2 2024 |
36 |
$25.2M |
| PWMCO, LLC |
Chicago, IL |
Q1 2020 |
57 |
$296M |
| PW Partners Capital Management LLC |
Chicago, IL |
Q3 2016 |
4 |
$76.7M |
| PYA Waltman Capital, LLC |
Knoxville, TN |
Q3 2024 |
73 |
$306M |
| PYRRHO CAPITAL MANAGEMENT, LP |
New York, NY |
Q4 2016 |
24 |
$37.3M |
| PZENA INVESTMENT MANAGEMENT LLC |
New York, NY |
Q3 2024 |
157 |
$29.6B |