| SIMARD JOHN |
Austin, TX |
|
|
$8.7T |
| STATE STREET CORP |
Boston, MA |
Q3 2025 |
|
$2.88T |
| Sergey Brin |
Palo Alto, CA |
|
|
$203B |
| Sumitomo Mitsui Trust Group, Inc. |
Minato Ku, Tokyo, Japan |
Q3 2025 |
|
$174B |
| Swiss National Bank |
Zurich, Switzerland |
Q3 2025 |
|
$172B |
| SCHRODER INVESTMENT MANAGEMENT GROUP |
London, United Kingdom |
Q3 2025 |
|
$128B |
| STATE FARM MUTUAL AUTOMOBILE INSURANCE CO |
Bloomington, IL |
Q3 2025 |
|
$126B |
| STIFEL FINANCIAL CORP |
St. Louis, MO |
Q3 2025 |
|
$110B |
| Swedbank AB |
Stockholm, Sweden |
Q3 2025 |
|
$98.7B |
| SEI INVESTMENTS CO |
Oaks, PA |
Q3 2025 |
|
$93B |
| Sanders Capital, LLC |
West Palm Beach, FL |
Q3 2025 |
|
$81.3B |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP |
Bala Cynwyd, PA |
Q3 2025 |
|
$68.3B |
| STATE BOARD OF ADMINISTRATION OF FLORIDA RETIREMENT SYSTEM |
Tallahassee, FL |
Q3 2025 |
|
$57.2B |
| Squarepoint Ops LLC |
New York, NY |
Q3 2025 |
|
$46.9B |
| STATE OF WISCONSIN INVESTMENT BOARD |
Madison, WI |
Q3 2025 |
|
$43.5B |
| SCHWARZMAN STEPHEN A |
New York, NY |
|
|
$39.4B |
| SOFTBANK GROUP CORP. |
Tokyo, Japan |
Q3 2025 |
|
$37.9B |
| SANDS CAPITAL MANAGEMENT, LLC |
Arlington, VA |
Q3 2025 |
|
$36.2B |
| Swedbank |
Stockholm, Sweden |
Q4 2020 |
|
$33.9B |
| SC US (TTGP), LTD. |
Menlo Park, CA |
Q3 2025 |
|
$31B |
| State of Tennessee, Department of Treasury |
Nashville, TN |
Q3 2025 |
|
$30B |
| Silver Lake West HoldCo, L.P. |
Menlo Park, CA |
|
|
$29.4B |
| STRS OHIO |
Columbus, OH |
Q3 2025 |
|
$27.3B |
| SG Americas Securities, LLC |
New York, NY |
Q3 2025 |
|
$27.2B |
| State of New Jersey Common Pension Fund D |
Trenton, NJ |
Q3 2025 |
|
$27.2B |
| Skandinaviska Enskilda Banken AB (publ) |
Stockholm, Sweden |
Q3 2025 |
|
$24.9B |
| SCOTIA CAPITAL INC. |
Toronto, Ontario, Canada |
Q3 2025 |
|
$23.5B |
| Select Equity Group, L.P. |
New York, NY |
Q3 2025 |
|
$23.4B |
| STATE OF MICHIGAN RETIREMENT SYSTEM |
Lansing, MI |
Q3 2025 |
|
$20.8B |
| Swiss Life Asset Management Ltd |
Zurich |
Q3 2025 |
|
$19.2B |
| SUNTRUST BANKS INC |
Atlanta, GA |
Q3 2019 |
|
$19B |
| Savant Capital, LLC |
Rockford, IL |
Q3 2025 |
|
$18.9B |
| Swoosh, LLC |
Beaverton, OR |
|
|
$17.5B |
| Steward Partners Investment Advisory, LLC |
New York, NY |
Q3 2025 |
|
$17.4B |
| Sustainable Growth Advisers, LP |
Stamford, CT |
Q3 2025 |
|
$17.1B |
| Sequoia Financial Advisors, LLC |
Akron, OH |
Q3 2025 |
|
$16.4B |
| Sanctuary Advisors, LLC |
Indianapolis, IN |
Q4 2024 |
|
$15.8B |
| SGF FANG Holdings, LP |
Dallas, TX |
|
|
$15.2B |
| SILVERCREST ASSET MANAGEMENT GROUP LLC |
New York, NY |
Q3 2025 |
|
$15.1B |
| Shinko Asset Management Co., Ltd. |
Tokyo, Japan |
Q3 2016 |
|
$14.7B |
| Schonfeld Strategic Advisors LLC |
New York, NY |
Q3 2025 |
|
$14.3B |
| SB INVESTMENT ADVISERS (UK) LTD |
London, United Kingdom |
Q3 2025 |
|
$13.3B |
| SOCIETE GENERALE |
Paris France, France |
Q2 2016 |
|
$12.9B |
| SRS Investment Management, LLC |
New York, NY |
Q3 2025 |
|
$12.6B |
| Sumitomo Mitsui DS Asset Management Company, Ltd |
Tokyo, Japan |
Q3 2025 |
|
$12.3B |
| Soroban Capital Partners LP |
New York, NY |
Q3 2025 |
|
$12.2B |
| Silver Lake Group, L.L.C. |
Menlo Park, CA |
Q3 2025 |
|
$11.6B |
| SAMUELI HENRY |
Irvine, CA |
|
|
$11.6B |
| Santander Holdings USA, Inc. |
Boston, MA |
Q4 2021 |
|
$10.8B |
| Sarasin & Partners LLP |
London, United Kingdom |
Q3 2025 |
|
$10.2B |
| State of Alaska, Department of Revenue |
Juneau, AK |
Q3 2025 |
|
$9.79B |
| SLTA V (GP), L.L.C. |
Menlo Park, CA |
|
|
$9.29B |
| Schwab Charles R. |
Palm Beach, FL |
|
|
$9.25B |
| SCS Capital Management LLC |
Boston, MA |
Q3 2025 |
|
$9.18B |
| SLTA IV (GP), L.L.C. |
Menlo Park, CA |
|
|
$9.14B |
| SVF Investments (UK) Ltd |
London, United Kingdom |
|
|
$8.86B |
| SYNOVUS FINANCIAL CORP |
Columbus, GA |
Q3 2025 |
|
$8.74B |
| Stratos Wealth Partners, LTD. |
Beachwood, OH |
Q3 2025 |
|
$8.48B |
| STEPHENS INC /AR/ |
Little Rock, AR |
Q3 2025 |
|
$7.84B |
| SATURNA CAPITAL CORP |
Bellingham, WA |
Q3 2025 |
|
$7.76B |
| Stephens Investment Management Group LLC |
Houston, TX |
Q3 2025 |
|
$7.71B |
| SEGALL BRYANT & HAMILL, LLC |
Chicago, IL |
Q3 2025 |
|
$7.51B |
| Sculptor Capital LP |
New York, NY |
Q3 2025 |
|
$7.25B |
| Summit Trail Advisors, LLC |
New York, NY |
Q3 2025 |
|
$7.23B |
| SAMLYN CAPITAL, LLC |
New York, NY |
Q3 2025 |
|
$7.04B |
| Sterling Capital Management LLC |
Charlotte, NC |
Q3 2025 |
|
$6.83B |
| SVF Fast (Cayman) Ltd |
George Town, Grand Cayman, Cayman Islands |
|
|
$6.81B |
| SVF Swift (Cayman) Ltd |
George Town, Grand Cayman, Cayman Islands |
|
|
$6.81B |
| Summit Financial, LLC |
Parsippany, NJ |
Q3 2025 |
|
$6.55B |
| SAPIENT CAPITAL LLC |
Indianapolis, IN |
Q3 2025 |
|
$6.5B |
| Slate Path Capital LP |
New York, NY |
Q3 2025 |
|
$6.46B |
| SIGNATUREFD, LLC |
Atlanta, GA |
Q3 2025 |
|
$6.34B |
| SOROS FUND MANAGEMENT LLC |
New York, NY |
Q3 2025 |
|
$6.32B |
| Susquehanna Portfolio Strategies, LLC |
Bala Cynwyd, PA |
Q3 2025 |
|
$6.3B |
| SUMITOMO MITSUI FINANCIAL GROUP, INC. |
Tokyo, Japan |
Q3 2025 |
|
$6.25B |
| STEVENS MARK A |
Santa Clara, CA |
|
|
$6.22B |
| STRYKER RONDA E |
Kalamazoo, MI |
|
|
$6B |
| Starboard Value LP |
New York, NY |
Q3 2025 |
|
$5.58B |
| STEADFAST CAPITAL MANAGEMENT LP |
New York, NY |
Q3 2025 |
|
$5.53B |
| SHOEN MARK V |
Phoenix, AZ |
|
|
$5.48B |
| SCGE MANAGEMENT, L.P. |
Menlo Park, CA |
Q3 2025 |
|
$5.43B |
| SNYDER CAPITAL MANAGEMENT L P |
San Francisco, CA |
Q3 2025 |
|
$5.29B |
| Saba Capital Management, L.P. |
New York, NY |
Q3 2025 |
|
$5.27B |
| Smead Capital Management, Inc. |
Phoenix, AZ |
Q3 2025 |
|
$5.18B |
| Stockbridge Partners LLC |
Boston, MA |
Q3 2025 |
|
$5.17B |
| South Dakota Investment Council |
Sioux Falls, SD |
Q3 2025 |
|
$5.14B |
| SHOEN EDWARD J |
Phoenix, AZ |
|
|
$5.08B |
| Skye Global Management LP |
West Palm Beach, FL |
Q3 2025 |
|
$4.97B |
| Simplify Asset Management Inc. |
Las Vegas, NV |
Q3 2025 |
|
$4.93B |
| SIT INVESTMENT ASSOCIATES INC |
Minneapolis, MN |
Q3 2025 |
|
$4.93B |
| SCHLOSBERG HILTON H |
Corona, CA |
|
|
$4.9B |
| SACKS RODNEY C |
Corona, CA |
|
|
$4.77B |
| SIGNATURE ESTATE & INVESTMENT ADVISORS LLC |
Los Angeles, CA |
Q3 2025 |
|
$4.68B |
| SHELTON CAPITAL MANAGEMENT |
Denver, CO |
Q3 2025 |
|
$4.67B |
| Sentry Investments Corp. |
Toronto, Ontario, Canada |
Q1 2018 |
|
$4.66B |
| SIMPLEX TRADING, LLC |
Chicago, IL |
Q3 2025 |
|
$4.53B |
| SAGESPRING WEALTH PARTNERS, LLC |
Franklin, TN |
Q3 2025 |
|
$4.49B |
| Stonegate Investment Group, LLC |
Birmingham, AL |
Q3 2025 |
|
$4.31B |
| SCOPUS ASSET MANAGEMENT, L.P. |
New York, NY |
Q3 2025 |
|
$4.2B |
| SYSTEMATIC FINANCIAL MANAGEMENT LP |
Teaneck, NJ |
Q3 2025 |
|
$4.11B |
| Sessa Capital IM, L.P. |
New York, NY |
Q3 2025 |
|
$3.98B |
| SCHARF INVESTMENTS, LLC |
Los Gatos, CA |
Q3 2025 |
|
$3.98B |
| Subramanya Girish |
Marlborough, MA |
|
|
$3.94B |
| Socrates Trust |
New York, NY |
|
|
$3.94B |
| SMITH FREDERICK W |
Memphis, TN |
|
|
$3.93B |
| SPRUCE HOUSE INVESTMENT MANAGEMENT LLC |
New York, NY |
Q3 2025 |
|
$3.87B |
| SBI Securities Co., Ltd. |
Tokyo, Japan |
Q3 2025 |
|
$3.87B |
| Southpoint Capital Advisors LP |
New York, NY |
Q3 2025 |
|
$3.85B |
| SECURIAN ASSET MANAGEMENT, INC |
St Paul, MN |
Q3 2025 |
|
$3.78B |
| Snowden Capital Advisors LLC |
New York, NY |
Q3 2025 |
|
$3.66B |
| Simplicity Solutions, LLC |
Minneapolis, MN |
Q4 2023 |
|
$3.63B |
| SCHWARTZ ALICE N |
|
|
|
$3.59B |
| Sachem Head Capital Management LP |
New York, NY |
Q3 2025 |
|
$3.54B |
| Stonehage Fleming Financial Services Holdings Ltd |
St. Helier, Jersey |
Q3 2025 |
|
$3.53B |
| SurgoCap Partners LP |
New York, NY |
Q3 2025 |
|
$3.52B |
| Sigma Planning Corp |
Ann Arbor, MI |
Q3 2025 |
|
$3.52B |
| Sanibel Captiva Trust Company, Inc. |
Sanibel, FL |
Q3 2025 |
|
$3.51B |
| SALEM INVESTMENT COUNSELORS INC |
Winston Salem, NC |
Q3 2025 |
|
$3.49B |
| Scilex Holding Co |
Palo Alto, CA |
|
|
$3.46B |
| Silver Point Capital L.P. |
Greenwich, CT |
Q3 2025 |
|
$3.39B |
| SUVRETTA CAPITAL MANAGEMENT, LLC |
New York, NY |
Q3 2025 |
|
$3.32B |
| Sanofi |
Paris, France |
Q3 2025 |
|
$3.26B |
| SigFig Wealth Management, LLC |
San Francisco, CA |
Q3 2025 |
|
$3.23B |
| SUSQUEHANNA ADVISORS GROUP, INC. |
Bala Cynwyd, PA |
Q3 2025 |
|
$3.23B |
| SUMITOMO LIFE INSURANCE CO |
Tokyo, Japan |
Q3 2025 |
|
$3.22B |
| STOCK YARDS BANK & TRUST CO |
Louisville, KY |
Q3 2025 |
|
$3.19B |
| Senvest Management, LLC |
New York, NY |
Q3 2025 |
|
$3.11B |
| SUMMIT PARTNERS PUBLIC ASSET MANAGEMENT, LLC |
Boston, MA |
Q3 2025 |
|
$3.07B |
| Systematic Alpha Investments, LLC |
Princeton, NJ |
Q3 2025 |
|
$3.04B |
| SOUND SHORE MANAGEMENT INC /CT/ |
Greenwich, CT |
Q3 2025 |
|
$3.03B |
| SCHWARTZ INVESTMENT COUNSEL INC |
Plymouth, MI |
Q3 2025 |
|
$2.98B |
| SteelPeak Wealth, LLC |
Woodland Hills, CA |
Q3 2025 |
|
$2.98B |
| Spire Wealth Management |
Mclean, VA |
Q3 2025 |
|
$2.94B |
| SageView Advisory Group, LLC |
Newport Beach, CA |
Q3 2025 |
|
$2.9B |
| Silvant Capital Management LLC |
Atlanta, GA |
Q3 2025 |
|
$2.88B |
| Sand Hill Global Advisors, LLC |
Palo Alto, CA |
Q3 2025 |
|
$2.84B |
| Siren, L.L.C. |
Greenwich, CT |
Q3 2025 |
|
$2.75B |
| Synergy Asset Management, LLC |
Vancouver, WA |
Q3 2025 |
|
$2.72B |
| Senator Investment Group LP |
New York, NY |
Q3 2025 |
|
$2.71B |
| SPROTT INC. |
Toronto, Ontario, Canada |
Q3 2025 |
|
$2.67B |
| Saudi Central Bank |
Riyadh, Saudi Arabia |
Q3 2025 |
|
$2.63B |
| SAYLOR MICHAEL J |
Tysons Corner, VA |
|
|
$2.62B |
| Sowell Financial Services LLC |
North Little Rock, AR |
Q3 2025 |
|
$2.61B |
| SYLEBRA CAPITAL LLC |
Palo Alto, CA |
Q3 2025 |
|
$2.59B |
| SCHWARTZ STEVEN D |
Hercules, CA |
|
|
$2.58B |
| SUSQUEHANNA FUNDAMENTAL INVESTMENTS, LLC |
Bala Cynwyd, PA |
Q3 2025 |
|
$2.56B |
| SONA ASSET MANAGEMENT (US) LLC |
New York, NY |
Q3 2025 |
|
$2.54B |
| ST GERMAIN D J CO INC |
Springfield, MA |
Q3 2025 |
|
$2.5B |
| STALEY CAPITAL ADVISERS INC |
Pittsburgh, PA |
Q3 2025 |
|
$2.43B |
| Stratos Investment Management, LLC |
Beachwood, OH |
Q3 2025 |
|
$2.42B |
| SummitTX Capital, L.P. |
Fort Worth, TX |
Q3 2025 |
|
$2.4B |
| Sandy Spring Bank |
Olney, MD |
Q1 2025 |
|
$2.38B |
| SUMMITRY LLC |
Foster City, CA |
Q3 2025 |
|
$2.37B |
| SOUTH TEXAS MONEY MANAGEMENT LTD |
San Antonio, TX |
Q3 2019 |
|
$2.37B |
| SMITH PATRICK W |
Scottsdale, AZ |
|
|
$2.31B |
| Sylebra Capital Ltd |
Hong Kong, Hong Kong |
Q3 2023 |
|
$2.31B |
| SHAPIRO CAPITAL MANAGEMENT LLC |
Atlanta, GA |
Q3 2025 |
|
$2.31B |
| SEIZERT CAPITAL PARTNERS, LLC |
Birmingham, MI |
Q3 2025 |
|
$2.31B |
| StoneX Group Inc. |
New York, NY |
Q3 2025 |
|
$2.29B |
| Strategic Blueprint, LLC |
Atlanta, GA |
Q3 2025 |
|
$2.29B |
| Sullivan, Bruyette, Speros & Blaney, LLC |
Mclean, VA |
Q1 2021 |
|
$2.27B |
| Swan Global Investments, LLC |
Durango, CO |
Q3 2025 |
|
$2.26B |
| Steele Capital Management, Inc. |
Dubuque, IA |
Q3 2025 |
|
$2.25B |
| SEABOARD FLOUR LLC |
Chestnut Hill, MA |
|
|
$2.25B |
| Susan Lieberman Dell Separate Property Trust |
Hampton, NH |
|
|
$2.24B |
| Smithfield Trust Co |
Pittsburgh, PA |
Q3 2025 |
|
$2.24B |
| SIMON QUICK ADVISORS, LLC |
Morristown, NJ |
Q3 2025 |
|
$2.21B |
| Savvy Advisors, Inc. |
New York, NY |
Q3 2025 |
|
$2.18B |
| SouthState Corp |
Winter Haven, FL |
Q3 2025 |
|
$2.17B |
| Situational Awareness LP |
San Francisco, CA |
Q3 2025 |
|
$2.16B |
| Sageworth Trust Co |
Lancaster, PA |
Q3 2025 |
|
$2.15B |
| Shaolin Capital Management LLC |
Miami, FL |
Q3 2025 |
|
$2.11B |
| Stratos Wealth Advisors, LLC |
Beachwood, OH |
Q3 2025 |
|
$2.08B |
| SCHULTZ HOWARD D |
Seattle, WA |
|
|
$2.04B |
| SMITH ASSET MANAGEMENT GROUP LP |
Dallas, TX |
Q2 2021 |
|
$2.04B |
| Standard Investments LLC |
New York, NY |
Q3 2025 |
|
$2.03B |
| STACK EDWARD W |
Coraopolis, PA |
|
|
$2.02B |
| Safehold Inc. |
New York, NY |
|
|
$2.01B |
| Strategic Financial Services, Inc. |
Utica, NY |
Q3 2025 |
|
$1.99B |
| SOMA EQUITY PARTNERS LP |
San Francisco, CA |
Q3 2025 |
|
$1.99B |
| Sumitomo Chemical Co., Ltd. |
Tokyo, Japan |
|
|
$1.97B |
| SOPC Holdings West LLC |
Houston, TX |
|
|
$1.96B |
| SUN LIFE FINANCIAL INC |
Toronto, Ontario, Canada |
Q3 2025 |
|
$1.96B |
| SOUTHEASTERN ASSET MANAGEMENT INC/TN/ |
Memphis, TN |
Q3 2025 |
|
$1.96B |
| Smith Salley Wealth Management |
Greensboro, NC |
Q3 2025 |
|
$1.94B |
| SHANDA ASSET MANAGEMENT HOLDINGS Ltd |
Tortola,, Virgin Islands, British |
Q3 2025 |
|
$1.93B |
| SIGMA INVESTMENT COUNSELORS INC |
Northville, MI |
Q3 2025 |
|
$1.93B |
| Saratoga Research & Investment Management |
Saratoga, CA |
Q3 2025 |
|
$1.92B |
| SRB CORP |
Boston, MA |
Q3 2025 |
|
$1.89B |
| Stairway Partners, LLC |
Chicago, IL |
Q3 2025 |
|
$1.88B |
| Spyglass Capital Management LLC |
San Francisco, CA |
Q3 2025 |
|
$1.88B |
| Soleus Capital Management, L.P. |
Greenwich, CT |
Q3 2025 |
|
$1.87B |
| SYON CAPITAL LLC |
San Francisco, CA |
Q3 2025 |
|
$1.86B |
| SAX WEALTH ADVISORS, LLC |
Parsippany, NJ |
Q3 2025 |
|
$1.86B |
| SVB WEALTH LLC |
Boston, MA |
Q3 2025 |
|
$1.86B |
| SEIFFER JONATHAN A |
Los Angeles, CA |
|
|
$1.86B |
| SOFI WEALTH, LLC |
San Francisco, CA |
Q3 2025 |
|
$1.86B |
| Sather Financial Group Inc |
Victoria, TX |
Q3 2025 |
|
$1.84B |
| Scottrade Investment Management |
Saint Louis, MO |
Q3 2017 |
|
$1.84B |
| Sound Income Strategies, LLC |
Ft Lauderdale, FL |
Q3 2025 |
|
$1.83B |
| Siemens Fonds Invest GmbH |
Munich, Germany |
Q3 2025 |
|
$1.83B |
| SPINNAKER TRUST |
Portland, ME |
Q3 2025 |
|
$1.8B |
| Sabal Trust CO |
St. Petersburg, FL |
Q1 2025 |
|
$1.8B |
| Spear Holdings RSC Ltd |
Dubai, United Arab Emirates |
Q3 2025 |
|
$1.78B |
| Slootman Frank |
Bozeman, MT |
|
|
$1.78B |
| Silicon Valley Community Foundation |
Mountain View, CA |
Q2 2025 |
|
$1.77B |
| Sage Mountain Advisors LLC |
Atlanta, GA |
Q3 2025 |
|
$1.75B |
| Smith Group Asset Management, LLC |
Dallas, TX |
Q3 2025 |
|
$1.74B |
| SUMMIT PARTNERS L P |
Boston, MA |
Q3 2025 |
|
$1.74B |
| Simplicity Wealth,LLC |
Summit, NJ |
Q3 2025 |
|
$1.73B |
| SIEMENS AG |
Munich, Germany |
Q3 2025 |
|
$1.72B |
| Summit Global Investments |
Bountiful, UT |
Q3 2025 |
|
$1.71B |
| STAHL MURRAY |
New York, NY |
|
|
$1.7B |
| Sepio Capital, LP |
Salt Lake City, UT |
Q3 2025 |
|
$1.69B |
| STARKS DANIEL J |
St Paul, MN |
|
|
$1.69B |
| Scheer, Rowlett & Associates Investment Management Ltd. |
Toronto, Ontario, Canada |
Q3 2025 |
|
$1.68B |
| Segment Wealth Management, LLC |
Houston, TX |
Q3 2025 |
|
$1.67B |
| Silbermann Benjamin |
San Francisco, CA |
|
|
$1.67B |
| STEELHEAD PARTNERS LLC |
Seattle, WA |
Q3 2025 |
|
$1.67B |
| S&CO INC |
Boston, MA |
Q3 2025 |
|
$1.63B |
| Sofinnova Investments, Inc. |
Menlo Park, CA |
Q3 2025 |
|
$1.63B |
| SVF II SPAC Investment 3 (DE) LLC |
San Carlos, CA |
|
|
$1.62B |
| Smartleaf Asset Management LLC |
Boston, MA |
Q3 2025 |
|
$1.62B |
| Shellback Capital, LP |
Boston, MA |
Q3 2025 |
|
$1.58B |
| Sarowitz Steven I |
Arlington Heights, IL |
|
|
$1.53B |
| Strategy Capital LLC |
Los Altos, CA |
Q3 2025 |
|
$1.51B |
| Simmons Bank |
Pine Bluff, AR |
Q3 2025 |
|
$1.5B |
| STEPHENS GROUP ASSET MANAGEMENT, LLC |
Little Rock, AR |
Q3 2025 |
|
$1.48B |
| Sourcerock Group LLC |
Denver, CO |
Q3 2025 |
|
$1.47B |
| SAGE FINANCIAL GROUP INC |
W. Conshohocken, PA |
Q3 2025 |
|
$1.47B |
| SSI INVESTMENT MANAGEMENT LLC |
Los Angeles, CA |
Q3 2025 |
|
$1.47B |
| Sound View Wealth Advisors Group, LLC |
Savannah, GA |
Q3 2025 |
|
$1.45B |
| Sunbelt Securities, Inc. |
Houston, TX |
Q3 2025 |
|
$1.45B |
| Soltis Investment Advisors LLC |
St. George, UT |
Q3 2025 |
|
$1.45B |
| SFMG, LLC |
Plano, TX |
Q3 2025 |
|
$1.44B |
| Sandhill Capital Partners LLC |
Buffalo, NY |
Q3 2025 |
|
$1.43B |
| SRINIVASAN MALLIKA |
Chennai, India |
|
|
$1.43B |
| Sienna Gestion |
Paris, France |
Q3 2025 |
|
$1.43B |
| Stony Point Capital LLC |
New York, NY |
Q3 2025 |
|
$1.43B |
| Sonora Investment Management Group, LLC |
Tucson, AZ |
Q3 2025 |
|
$1.41B |
| Stonebridge Capital Advisors LLC |
St Paul, MN |
Q3 2025 |
|
$1.4B |
| Seilern Investment Management Ltd |
London |
Q3 2025 |
|
$1.38B |
| Sanken Electric Co., Ltd. |
Manchester, NH |
|
|
$1.38B |
| Styrax Capital, LP |
New York, NY |
Q3 2025 |
|
$1.36B |
| SCHAPER BENZ & WISE INVESTMENT COUNSEL INC/WI |
Neenah, WI |
Q3 2025 |
|
$1.34B |
| STATE AUTOMOBILE MUTUAL INSURANCE CO |
Columbus, OH |
|
|
$1.34B |
| Strategic Wealth Partners, Ltd. |
Independence, OH |
Q3 2025 |
|
$1.34B |
| SILVER OAK SECURITIES, INCORPORATED |
Jackson, TN |
Q3 2025 |
|
$1.34B |
| SMITH, MOORE & CO. |
Clayton, MO |
Q3 2025 |
|
$1.31B |
| SADOFF INVESTMENT MANAGEMENT LLC |
Milwaukee, WI |
Q3 2022 |
|
$1.28B |
| SPC Financial, Inc. |
Rockville, MD |
Q3 2025 |
|
$1.28B |
| SPT Invest Management Sarl |
Contern, Luxembourg |
Q3 2025 |
|
$1.26B |
| SP Asset Management LLC |
Cupertino, CA |
Q3 2025 |
|
$1.26B |
| Stadion Money Management, LLC |
Watkinsville, GA |
Q3 2025 |
|
$1.25B |
| SPRUCEGROVE INVESTMENT MANAGEMENT LTD |
Toronto, Ontario, Canada |
Q3 2025 |
|
$1.25B |
| SEVEN GRAND MANAGERS, LLC |
Bronxville, NY |
Q3 2025 |
|
$1.23B |
| Symmetry Investments LP |
St Helier |
Q3 2025 |
|
$1.23B |
| Sixth Street Partners Management Company, L.P. |
Dallas, TX |
Q3 2025 |
|
$1.23B |
| Svennilson Peter |
San Francisco, CA |
Q3 2020 |
|
$1.23B |
| Schechter Investment Advisors, LLC |
Birmingham, MI |
Q1 2025 |
|
$1.21B |
| SCHWARTZ NORMAN D |
Hercules, CA |
|
|
$1.21B |
| SHUFRO ROSE & CO LLC |
New York, NY |
Q3 2025 |
|
$1.21B |
| SANDS ROBERT |
Rochester, NY |
|
|
$1.21B |
| Stack Financial Management, Inc |
Whitefish, MT |
Q3 2025 |
|
$1.21B |
| Sone Capital Management, LLC |
New York, NY |
Q3 2025 |
|
$1.19B |
| SPX Gestao de Recursos Ltda |
Rio De Janeiro, Brazil |
Q3 2025 |
|
$1.19B |
| Strategic Wealth Investment Group, LLC |
Louisville, KY |
Q3 2025 |
|
$1.19B |
| Summit Financial Strategies, Inc. |
Columbus, OH |
Q3 2025 |
|
$1.17B |
| STEWART WEST INDIES TRADING CO., LTD |
Boulder, CO |
Q1 2018 |
|
$1.16B |
| SlateStone Wealth, LLC |
Jupiter, FL |
Q3 2025 |
|
$1.16B |
| SMITH CHAS P & ASSOCIATES PA CPAS |
Lakeland, FL |
Q3 2025 |
|
$1.15B |
| SNS Financial Group, LLC |
Minneapolis, MN |
Q3 2025 |
|
$1.15B |
| SVA Wealth Management, LLC |
Madison, WI |
Q4 2020 |
|
$1.15B |
| SIH Partners, LLLP |
Wilmington, DE |
Q3 2025 |
|
$1.14B |
| SANDS RICHARD |
Rochester, NY |
|
|
$1.14B |
| Stonebridge Financial Group, LLC |
Wormleysburg, PA |
Q3 2025 |
|
$1.14B |
| Sovran Advisors, LLC |
San Diego, CA |
Q3 2025 |
|
$1.13B |
| SCHULZE RICHARD M |
Eden Prairie, MN |
|
|
$1.12B |
| Sundheim Daniel S. |
New York, NY |
|
|
$1.12B |
| Sutardja, Pantas |
San Jose, CA |
|
|
$1.12B |
| SOL Capital Management CO |
Rockville, MD |
Q3 2025 |
|
$1.12B |
| SIR Capital Management, L.P. |
New York, NY |
Q3 2025 |
|
$1.11B |
| Salomon & Ludwin, LLC |
Richmond, VA |
Q3 2025 |
|
$1.11B |
| Smith Anglin Financial, LLC |
Dallas, TX |
Q2 2025 |
|
$1.1B |
| Signal Advisors Wealth, LLC |
Detroit, MI |
Q3 2025 |
|
$1.1B |
| STONE WILLIAM C |
|
|
|
$1.1B |
| Sheaff Brock Investment Advisors, LLC |
Indianapolis, IN |
Q1 2025 |
|
$1.09B |
| Su Lisa T |
Santa Clara, CA |
|
|
$1.08B |
| SORA INVESTORS LLC |
Bryn Mawr, PA |
Q3 2025 |
|
$1.08B |
| Syntegra Private Wealth Group, LLC |
Chesterfield, MO |
Q3 2025 |
|
$1.06B |
| Silicon Valley Capital Partners |
San Jose, CA |
Q3 2025 |
|
$1.06B |
| Stokes Family Office, LLC |
New Orleans, LA |
Q3 2025 |
|
$1.05B |
| Shepherd Financial Partners LLC |
Winchester, MA |
Q3 2025 |
|
$1.05B |
| Steigerwald, Gordon & Koch Inc. |
Leesburg, VA |
Q3 2025 |
|
$1.04B |
| SEEYOND |
Paris, France |
Q4 2022 |
|
$1.03B |
| SHENKMAN CAPITAL MANAGEMENT INC |
New York, NY |
Q3 2025 |
|
$1.02B |
| Segantii Capital Management Ltd |
Hong Kong, Hong Kong |
Q1 2024 |
|
$1.01B |
| Speiser Michael L |
Palo Alto, CA |
|
|
$1.01B |
| Suncoast Equity Management |
Tampa, FL |
Q3 2025 |
|
$1B |
| SG Capital Management LLC |
Chicago, IL |
Q3 2025 |
|
$998M |
| SHELL ASSET MANAGEMENT CO |
The Hague, Netherlands |
Q3 2025 |
|
$996M |
| SENTINEL TRUST CO LBA |
Houston, TX |
Q3 2025 |
|
$981M |
| SWF LLC |
Omaha, NE |
Q3 2025 |
|
$976M |
| Strategies Wealth Advisors, LLC |
Grand Rapids, MI |
Q3 2025 |
|
$962M |
| STANSBERRY ASSET MANAGEMENT, LLC |
Westlake, TX |
Q3 2025 |
|
$956M |
| Silver Lake West VoteCo, L.L.C. |
Menlo Park, CA |
Q3 2025 |
|
$951M |
| SPIREPOINT PRIVATE CLIENT, LLC |
Vero Beach, FL |
Q3 2025 |
|
$951M |
| SeaCrest Wealth Management, LLC |
Purchase, NY |
Q3 2025 |
|
$948M |
| Sloy Dahl & Holst, LLC |
Vancouver, WA |
Q3 2025 |
|
$944M |
| SCHF (GPE), LLC |
Wilson, WY |
Q3 2025 |
|
$938M |
| SYM FINANCIAL Corp |
Winona Lake, IN |
Q3 2025 |
|
$935M |
| SILVER STAR DEVELOPMENTS LTD |
Taoyuan Taiwan, Taiwan, Province of China |
|
|
$928M |
| Sunriver Management LLC |
Greenwich, CT |
Q3 2025 |
|
$920M |
| Symmetry Partners, LLC |
Glastonbury, CT |
Q3 2025 |
|
$918M |
| Southeast Asset Advisors, LLC |
Thomasville, GA |
Q3 2025 |
|
$918M |
| SRIVASTAVA SUDHIR |
New York, NY |
|
|
$915M |
| SCHWERIN BOYLE CAPITAL MANAGEMENT INC |
Springfield, MA |
Q3 2025 |
|
$915M |
| Sciarra Paul Cahill |
Denver, CO |
|
|
$913M |
| SB Global Advisers Ltd |
London, United Kingdom |
Q4 2022 |
|
$912M |
| Sierra Capital LLC |
Miami, FL |
Q3 2025 |
|
$912M |
| Strategic Wealth Partners Group, LLC |
Deerfield, IL |
Q1 2024 |
|
$906M |
| Sagefield Capital LP |
Dallas, TX |
Q3 2025 |
|
$894M |
| Stillwater Capital Advisors, LLC |
Devon, PA |
Q3 2025 |
|
$888M |
| Series U of UM Partners, LLC |
Hanover, PA |
|
|
$887M |
| StrategIQ Financial Group, LLC |
Merrillville, IN |
Q4 2023 |
|
$885M |
| SHEETS SMITH WEALTH MANAGEMENT |
Winston Salem, NC |
Q3 2025 |
|
$884M |
| SAVILLE PAUL C |
Reston, VA |
|
|
$880M |
| State of Wyoming |
Cheyenne, WY |
Q3 2025 |
|
$877M |
| Sijbrandij Sytse |
San Francisco, CA |
|
|
$876M |
| SIMMONS FIRST TRUST CO NA |
Pine Bluff, AR |
Q4 2015 |
|
$875M |
| Smith, Graham & Co., Investment Advisors, LP |
Houston, TX |
Q4 2023 |
|
$868M |
| SIGNET FINANCIAL MANAGEMENT, LLC |
Parsippany, NJ |
Q3 2025 |
|
$861M |
| SVF Sponsor III (DE) LLC |
Menlo Park, CA |
Q3 2025 |
|
$861M |
| Sendero Wealth Management, LLC |
San Antonio, TX |
Q3 2025 |
|
$853M |
| Slow Capital, Inc. |
Greenbrae, CA |
Q3 2025 |
|
$851M |
| Simcoe Capital Management, LLC |
New York, NY |
Q3 2025 |
|
$850M |
| Southern Farm Bureau Life Insurance |
Jackson, MS |
Q3 2025 |
|
$848M |
| Schneider Downs Wealth Management Advisors, LP |
Pittsburgh, PA |
Q3 2025 |
|
$843M |
| Sinha Bipul |
Palo Alto, CA |
|
|
$842M |
| Souders Financial Advisors |
Cincinnati, OH |
Q3 2025 |
|
$841M |
| STEEL GROVE CAPITAL ADVISORS, LLC |
Memphis, TN |
Q3 2025 |
|
$838M |
| Spectrum Wealth Counsel, LLC |
Indianapolis, IN |
Q1 2025 |
|
$833M |
| STRATTON MANAGEMENT CO |
King Of Prussia, PA |
Q4 2015 |
|
$824M |
| Symphony Financial, Ltd. Co. |
Houston, TX |
Q3 2025 |
|
$822M |
| SAWGRASS ASSET MANAGEMENT LLC |
Ponte Vedra Beach, FL |
Q3 2025 |
|
$810M |
| Stockman Wealth Management, Inc. |
Billings, MT |
Q3 2025 |
|
$806M |
| Savoie Capital LLC |
Chicago, IL |
Q2 2025 |
|
$805M |
| STERN ZACHARY M |
Delray Beach, FL |
|
|
$803M |
| St. Louis Trust Co |
Saint Louis, MO |
Q3 2025 |
|
$802M |
| SEMPER AUGUSTUS INVESTMENTS GROUP LLC |
Highlands Ranch, CO |
Q3 2025 |
|
$801M |
| Sonora Investment Management, LLC |
Tucson, AZ |
Q3 2021 |
|
$798M |
| Strid Group, LLC |
Newtown Square, PA |
Q3 2025 |
|
$787M |
| SPOT TRADING L.L.C. |
Chicago, IL |
Q3 2017 |
|
$784M |
| Sharkey, Howes & Javer |
Denver, CO |
Q3 2025 |
|
$778M |
| SILVERBACK ASSET MANAGEMENT LLC |
Chapel Hill, NC |
Q3 2025 |
|
$772M |
| SOUTHERNSUN ASSET MANAGEMENT, LLC |
Memphis, TN |
Q3 2025 |
|
$772M |
| SIRIOS CAPITAL MANAGEMENT L P |
Boston, MA |
Q3 2025 |
|
$768M |
| Samsara BioCapital, LLC |
Palo Alto, CA |
Q3 2025 |
|
$766M |
| Stux Capital Management, LLC |
New York, NY |
Q2 2014 |
|
$766M |
| South Street Advisors LLC |
New York, NY |
Q3 2025 |
|
$763M |
| STEVENS CAPITAL MANAGEMENT LP |
Radnor, PA |
Q3 2025 |
|
$754M |
| S-Bank Fund Management Ltd |
Helsinki, Finland |
Q3 2025 |
|
$754M |
| SANDERS MORRIS HARRIS LLC |
Houston, TX |
Q3 2025 |
|
$751M |
| Sandler Ricky C |
New York, NY |
|
|
$751M |
| Saluja Dipender |
San Jose, CA |
|
|
$751M |
| STRATEGIC PLANNING GROUP, LLC |
Bountiful, UT |
Q3 2025 |
|
$740M |
| SJS Investment Consulting Inc. |
Sylvania, OH |
Q3 2025 |
|
$731M |
| SP Asset Management |
Cupertino, CA |
Q3 2022 |
|
$731M |
| STEERS ROBERT HAMILTON |
New York, NY |
|
|
$729M |
| SVF II Strategic Investments AIV LLC |
Menlo Park, CA |
|
|
$727M |
| Skylands Capital, LLC |
Milwaukee, WI |
Q3 2025 |
|
$723M |
| SKBA CAPITAL MANAGEMENT LLC |
San Francisco, CA |
Q3 2025 |
|
$723M |
| Silver Run Sponsor, LLC |
Houston, TX |
|
|
$720M |
| SCOPIA CAPITAL MANAGEMENT LP |
New York, NY |
Q3 2025 |
|
$713M |
| Sisitsky Todd Benjamin |
San Francisco, CA |
|
|
$710M |
| Sankar Shyam |
Denver, CO |
|
|
$707M |
| Sava Infond d.o.o. |
Maribor, Slovenia |
Q3 2025 |
|
$705M |
| Sargent Investment Group, LLC |
Bethesda, MD |
Q3 2025 |
|
$702M |
| Stanley-Laman Group, Ltd. |
Berwyn, PA |
Q3 2025 |
|
$701M |
| SNOW CAPITAL MANAGEMENT LP |
Sewickley, PA |
Q2 2021 |
|
$700M |
| SkyView Investment Advisors, LLC |
Shrewsbury, NJ |
Q2 2025 |
|
$698M |
| Steadview Capital Management LLC |
London, United Kingdom |
Q3 2025 |
|
$698M |
| Strategic Point Investment Advisors, LLC |
Providence, RI |
Q3 2025 |
|
$696M |
| SR ONE CAPITAL MANAGEMENT, LP |
Wayne, PA |
Q3 2025 |
|
$691M |
| SILVERARC CAPITAL MANAGEMENT, LLC |
Boston, MA |
Q3 2025 |
|
$691M |
| Strategic Financial Concepts, LLC |
San Antonio, TX |
Q3 2025 |
|
$688M |
| SMITHBRIDGE ASSET MANAGEMENT INC/DE |
Chadds Ford, PA |
Q3 2025 |
|
$688M |
| SCHLEIFER LEONARD S |
Tarrytown, NY |
|
|
$687M |
| Summit Creek Advisors LLC |
Minneapolis, MN |
Q3 2025 |
|
$686M |
| STERNE AGEE GROUP, INC. |
Birmingham, AL |
Q1 2015 |
|
$681M |
| Summit Street Capital Management, LLC |
New York, NY |
Q3 2025 |
|
$678M |
| ShawSpring Partners LLC |
Boston, MA |
Q3 2025 |
|
$673M |
| Schuurman Steven |
Mountain View, CA |
|
|
$672M |
| Standard General L.P. |
New York, NY |
Q3 2025 |
|
$670M |
| STEWART & PATTEN CO LLC |
Lafayette, CA |
Q1 2024 |
|
$669M |
| Strategic Global Advisors, LLC |
Newport Beach, CA |
Q3 2025 |
|
$660M |
| SIERRA SUMMIT ADVISORS LLC |
Incline Village, NV |
Q3 2025 |
|
$656M |
| STERNLICHT BARRY S |
Miami Beach, FL |
|
|
$653M |
| Security National Bank |
Omaha, NE |
Q3 2025 |
|
$653M |
| Summit Asset Management, LLC |
Memphis, TN |
Q3 2025 |
|
$650M |
| SIG North Trading, ULC |
Bala Cynwyd, PA |
Q3 2025 |
|
$649M |
| Summit Financial Wealth Advisors, LLC |
Lafayette, LA |
Q3 2025 |
|
$645M |
| Sahana Capital Management LP |
Greenwich, CT |
Q2 2024 |
|
$645M |
| SunTx Capital II Management Corp. |
Dallas, TX |
Q3 2020 |
|
$639M |
| Stearns Financial Services Group |
Greensboro, NC |
Q3 2020 |
|
$638M |
| Steinberg Global Asset Management |
Boca Raton, FL |
Q1 2019 |
|
$638M |
| St. James Investment Company, LLC |
Southlake, TX |
Q3 2025 |
|
$637M |
| Stablepoint Partners, LLC |
Braintree, MA |
Q3 2025 |
|
$630M |
| Screven Edward |
Reno, NV |
|
|
$627M |
| SFE Investment Counsel |
Los Angeles, CA |
Q3 2025 |
|
$626M |
| SENTINEL PENSION ADVISORS, LLC |
Wakefield, MA |
Q3 2025 |
|
$625M |
| Soundwatch Capital LLC |
Rowayton, CT |
Q3 2025 |
|
$624M |
| Shannon River Fund Management LLC |
New York, NY |
Q3 2025 |
|
$621M |
| Strategic Advisors LLC |
New York, NY |
Q3 2025 |
|
$620M |
| SEVEN MILE ADVISORY |
Ewing, NJ |
Q3 2025 |
|
$619M |
| Security Financial Services, INC. |
Fort Wayne, IN |
Q3 2025 |
|
$619M |
| SeaBridge Investment Advisors LLC |
Summit, NJ |
Q3 2025 |
|
$616M |
| SC&H Financial Advisors, Inc. |
Sparks, MD |
Q3 2025 |
|
$613M |
| SMITH THOMAS W |
Boca Raton, FL |
Q3 2023 |
|
$610M |
| Sandberg Sheryl |
San Francisco, CA |
|
|
$608M |
| Stanley Capital Management, LLC |
Houston, TX |
Q3 2025 |
|
$608M |
| Secure Asset Management, LLC |
Troy, MI |
Q3 2025 |
|
$606M |
| SOMERVILLE KURT F |
Boston, MA |
Q3 2025 |
|
$605M |
| SCHMIDT P J INVESTMENT MANAGEMENT INC |
Cedarburg, WI |
Q3 2025 |
|
$605M |
| SevenBridge Financial Group, LLC |
Harrisburg, PA |
Q3 2025 |
|
$605M |
| SPURLOCK STEVEN M |
Menlo Park, CA |
|
|
$603M |
| Summit Equities Inc |
Parsippany, NJ |
Q3 2018 |
|
$601M |
| Salentine Thomas J Jr |
Atlanta, GA |
|
|
$600M |
| Sky Investment Group LLC |
Hartford, CT |
Q3 2025 |
|
$596M |
| SHREIBER GERALD B |
Pennsauken, NJ |
|
|
$596M |
| STEWARD PARTNERS INVESTMENT SOLUTIONS, LLC |
Portland, OR |
Q1 2024 |
|
$594M |
| Stone House Investment Management, LLC |
Tunkhannock, PA |
Q3 2025 |
|
$594M |
| SilverOak Wealth Management LLC |
Edina, MN |
Q3 2025 |
|
$593M |
| SHAH CAPITAL MANAGEMENT |
Raleigh, NC |
Q3 2025 |
|
$592M |
| Sealy & Smith Foundation |
Galveston, TX |
|
|
$592M |
| Spark Growth Management Partners LLC |
Boston, MA |
Q1 2021 |
|
$591M |
| Serenus Wealth Advisors, LLC |
Santa Monica, CA |
Q3 2025 |
|
$581M |
| Sompo Asset Management Co., Ltd. |
Tokyo, Japan |
Q3 2025 |
|
$581M |
| SELZ CAPITAL LLC |
New York, NY |
Q4 2019 |
|
$570M |
| SCHNIEDERS CAPITAL MANAGEMENT LLC |
Pasadena, CA |
Q2 2025 |
|
$570M |
| Schwartz Jeffrey Lawrence |
Boston, MA |
|
|
$566M |
| SYCOMORE ASSET MANAGEMENT |
Paris, France |
Q3 2025 |
|
$566M |
| SVF Excalibur (Cayman) Ltd |
George Town, Grand Cayman, Cayman Islands |
|
|
$564M |
| SCHNIEDERS CAPITAL MANAGEMENT, LLC. |
Pasadena, CA |
Q3 2025 |
|
$560M |
| Shay Capital LLC |
New York, NY |
Q3 2025 |
|
$557M |
| STRATEGY ASSET MANAGERS LLC |
Pasadena, CA |
Q3 2025 |
|
$556M |
| San Luis Wealth Advisors LLC |
San Luis Obispo, CA |
Q3 2025 |
|
$555M |
| Summit Wealth Partners, LLC |
Orlando, FL |
Q3 2025 |
|
$554M |
| STIRITZ WILLIAM P |
St Louis, MO |
|
|
$553M |
| Saranac Partners Ltd |
London |
Q3 2025 |
|
$552M |
| Sensible Financial Planning & Management, LLC. |
Waltham, MA |
Q3 2025 |
|
$551M |
| SILVER R PHILIP |
Stamford, CT |
|
|
$545M |
| STEGINSKY CAPITAL LLC |
Port Washington, NY |
Q3 2025 |
|
$545M |
| SSR Business Holdings LP |
Delray Beach, FL |
|
|
$543M |
| SSR Business Management LLC |
Delray Beach, FL |
|
|
$543M |
| Strategic Investment Advisors / MI |
Farmington Hills, MI |
Q3 2025 |
|
$538M |
| SOA Wealth Advisors, LLC. |
New York, NY |
Q3 2025 |
|
$538M |
| Sciencast Management LP |
Princeton, NJ |
Q3 2025 |
|
$535M |
| Sovereign Financial Group, Inc. |
Stamford, CT |
Q3 2025 |
|
$534M |
| SANGHI STEVE |
Chandler, AZ |
|
|
$533M |
| Spinnaker Investment Group, LLC |
Newport Beach, CA |
Q3 2025 |
|
$532M |
| Stieven Capital Advisors, L.P. |
St. Louis, MO |
Q3 2025 |
|
$530M |
| Stamos Capital Partners, L.P. |
Menlo Park, CA |
Q3 2025 |
|
$530M |
| STUDIO INVESTMENT MANAGEMENT LLC |
Chicago, IL |
Q3 2025 |
|
$530M |
| SkyOak Wealth, LLC |
Southfield, MI |
Q3 2025 |
|
$529M |
| SMI Advisory Services, LLC |
Columbus, IN |
Q3 2025 |
|
$529M |
| Sugarloaf Wealth Management, LLC |
Duluth, GA |
Q4 2024 |
|
$528M |
| Strong Tower Advisory Services |
Minneapolis, MN |
Q3 2025 |
|
$528M |
| Systelligence, LLC |
Bloomington, MN |
Q3 2025 |
|
$527M |
| SCHOTTENSTEIN JAY L |
Columbus, OH |
|
|
$525M |
| SUFFOLK CAPITAL MANAGEMENT LLC |
New York, NY |
Q4 2018 |
|
$521M |
| Solel Partners LP |
Boston, MA |
Q3 2025 |
|
$520M |
| SAGE RHINO CAPITAL LLC |
Menlo Park, CA |
Q3 2025 |
|
$517M |
| Salient Private Client, LLC |
Houston, TX |
Q3 2018 |
|
$513M |
| SEG Family Corp. |
Toronto |
Q3 2025 |
|
$510M |
| Sterling Investment Advisors, Ltd. |
Berwyn, PA |
Q3 2025 |
|
$504M |
| Scarborough Advisors, LLC |
Annapolis, MD |
Q2 2025 |
|
$504M |
| Shorepoint Capital Partners LLC |
Norwood, MA |
Q3 2025 |
|
$503M |
| SATOVSKY ASSET MANAGEMENT LLC |
New York, NY |
Q3 2025 |
|
$501M |
| SPEECE THORSON CAPITAL GROUP INC |
Minnetonka, MN |
Q3 2025 |
|
$500M |
| SHAPIRO ROBERT N |
Boston, MA |
Q4 2014 |
|
$500M |
| Schoolcraft Capital LLC |
Denver, CO |
Q3 2025 |
|
$500M |
| Shah Niraj |
Boston, MA |
|
|
$500M |
| SPIRIT OF AMERICA MANAGEMENT CORP/NY |
Syosset, NY |
Q3 2025 |
|
$499M |
| Steinert Langley |
Boston, MA |
|
|
$496M |
| STEMPOINT CAPITAL LP |
New York, NY |
Q3 2025 |
|
$496M |
| Sisecam Chemicals USA Inc. |
Tuzla, Istanbul, Turkey |
|
|
$495M |
| Southland Equity Partners LLC |
Wildwood, MO |
Q3 2025 |
|
$494M |
| SEA VII Management, LLC |
Boston, MA |
|
|
$494M |
| Single Point Partners, LLC |
Boston, MA |
Q3 2025 |
|
$491M |
| SCHAFER CULLEN CAPITAL MANAGEMENT INC |
New York, NY |
Q1 2021 |
|
$491M |
| Squadron Capital LLC |
Warsaw, IN |
|
|
$489M |
| SMITH HAYES Advisers, Inc |
Lincoln, NE |
Q1 2016 |
|
$487M |
| Second Line Capital, LLC |
Metairie, LA |
Q3 2025 |
|
$483M |
| SoftVest Advisors, LLC |
Abilene, TX |
Q3 2025 |
|
$481M |
| Shah Dharmesh |
Cambridge, MA |
|
|
$480M |
| Stordahl Capital Management, Inc. |
Greenwood Village, CO |
Q3 2025 |
|
$476M |
| Stokes & Hubbell Capital Management, LLC |
New Orleans, LA |
Q1 2019 |
|
$476M |
| Sunburst Financial Group, LLC |
Vestavia Hills, AL |
Q3 2025 |
|
$475M |
| SEEDS INVESTOR LLC |
New York, NY |
Q3 2025 |
|
$474M |
| Siegel Jonathan B. |
New York, NY |
|
|
$473M |
| SCHWARZ DYGOS WHEELER INVESTMENT ADVISORS LLC |
Minneapolis, MN |
Q3 2025 |
|
$472M |
| SEAWELL A BROOKE |
Santa Clara, CA |
|
|
$469M |
| SUTTER HILL VENTURES |
Palo Alto, CA |
|
|
$467M |
| SW Investment Management LLC |
Telluride, CO |
Q3 2025 |
|
$467M |
| Solidarity Wealth, LLC |
Lehi, UT |
Q3 2025 |
|
$465M |
| Stonebrook Private Inc. |
Northville, MI |
Q3 2025 |
|
$463M |
| Sweet Financial Partners, LLC |
Fairmont, MN |
Q3 2024 |
|
$462M |
| Sprecher Jeffrey C |
Atlanta, GA |
|
|
$460M |
| Spectrum Management Group, LLC |
Indianapolis, IN |
Q3 2022 |
|
$460M |
| Schroepfer Michael Todd |
Menlo Park, CA |
|
|
$460M |
| Stenger Family Office, LLC |
Naperville, IL |
Q3 2025 |
|
$459M |
| Sentinus, LLC |
Oak Brook, IL |
Q3 2025 |
|
$459M |
| Scissortail Wealth Management, LLC |
Tulsa, OK |
Q3 2025 |
|
$459M |
| Stuart Chaussee & Associates, Inc. |
Palos Verdes Estates, CA |
Q3 2025 |
|
$458M |
| SUSQUEHANNA TRUST & INVESTMENT CO |
Lititz, PA |
Q2 2015 |
|
$457M |
| Safeguard Financial, LLC |
Minocqua, WI |
Q1 2025 |
|
$456M |
| Sands Capital Ventures, LLC |
Arlington, VA |
Q3 2025 |
|
$456M |
| Saturn V Capital Management LP |
Austin, TX |
Q3 2025 |
|
$456M |
| Symetra Investment Management Co |
Farmington, CT |
Q3 2025 |
|
$455M |
| Sanchez Wealth Management Group |
Jacksonville, FL |
Q3 2025 |
|
$450M |
| Strengthening Families & Communities, LLC |
Boston, MA |
Q3 2025 |
|
$450M |
| Shelter Mutual Insurance Co |
Columbia, MO |
Q3 2025 |
|
$446M |
| SWaN Hospitality LLC |
Leesburg, VA |
|
|
$445M |
| Spruce House Partnership LLC |
New York, NY |
Q3 2025 |
|
$444M |
| Standpoint Asset Management, LLC |
Scottsdale, AZ |
Q3 2025 |
|
$442M |
| Scott Capital Advisors, LLC |
Portland, OR |
Q3 2025 |
|
$442M |
| Shakespeare Wealth Management, LLC |
Pewaukee, WI |
Q3 2025 |
|
$439M |
| Schusterman Interests, LLC |
Tulsa, OK |
Q3 2025 |
|
$438M |
| SAIF Advisors Ltd |
Admiralty, Hong Kong |
Q2 2021 |
|
$438M |
| Samsara BioCapital GP, LLC |
Palo Alto, CA |
|
|
$436M |
| Shulman DeMeo Asset Management LLC |
Lake Success, NY |
Q3 2025 |
|
$435M |
| STEEL PARTNERS HOLDINGS L.P. |
New York, NY |
Q3 2024 |
|
$434M |
| SECURITY NATIONAL TRUST CO |
Wheeling, WV |
Q3 2021 |
|
$430M |
| Stokes Capital Advisors, LLC |
Greenwood, SC |
Q3 2025 |
|
$430M |
| Smith & Howard Wealth Management, LLC |
Atlanta, GA |
Q3 2025 |
|
$429M |
| SQUADRA INVESTMENTS - GESTAO DE RECURSOS LTDA. |
Rio De Janeiro, Brazil |
Q3 2025 |
|
$426M |
| Sherborne Strategic Fund F, LLC |
New York, NY |
|
|
$425M |
| Stewardship Advisors, LLC |
Mount Joy, PA |
Q3 2025 |
|
$423M |
| SPHERA FUNDS MANAGEMENT LTD. |
Tel Aviv, Israel |
Q3 2025 |
|
$422M |
| Solus Alternative Asset Management LP |
Summit, NJ |
Q3 2025 |
|
$421M |
| Sage Capital Advisors,llc |
Sioux Falls, SD |
Q3 2025 |
|
$421M |
| Sanford Advisory Services, LLC |
Portage, MI |
Q4 2022 |
|
$420M |
| SER Business Holdings LP |
Delray Beach, FL |
|
|
$419M |
| Syverson Strege & Co |
West Des Moines, IA |
Q3 2025 |
|
$417M |
| Sanford Glenn Darrel |
Bellingham, WA |
|
|
$416M |
| Smith Jeffrey C |
Fort Lauderdale, FL |
Q3 2025 |
|
$414M |
| Summit Wealth Group, LLC |
White River Junction, VT |
Q3 2025 |
|
$414M |
| Seven Springs Wealth Group, LLC |
Brentwood, TN |
Q3 2025 |
|
$413M |
| Sunflower Bank, N.A. |
Dallas, TX |
Q3 2025 |
|
$411M |
| SignalPoint Asset Management, LLC |
Springfield, MO |
Q4 2024 |
|
$411M |
| SWS Partners |
Columbus, OH |
Q3 2025 |
|
$408M |
| Spectrum Financial Alliance Ltd LLC |
Nicholasville, KY |
Q3 2025 |
|
$408M |
| SILVERLAKE WEALTH MANAGEMENT LLC |
Williston, VT |
Q3 2025 |
|
$407M |
| SUMMIT WEALTH & RETIREMENT PLANNING, INC. |
San Ramon, CA |
Q3 2025 |
|
$407M |
| Sarofim Christopher Binyon |
Chicago, IL |
|
|
$406M |
| Steinberg David |
Washington, DC |
|
|
$406M |
| SANDELL SCOTT D |
|
|
|
$406M |
| SOROS CAPITAL MANAGEMENT LLC |
New York, NY |
Q3 2025 |
|
$405M |
| SECTOR GAMMA AS |
Oslo, Norway |
Q3 2025 |
|
$403M |
| Safeguard Investment Advisory Group, LLC |
Corona, CA |
Q3 2025 |
|
$403M |
| Stellantis N.V. |
Hoofddorp, Netherlands |
|
|
$402M |
| Sentry LLC |
Memphis, TN |
Q3 2025 |
|
$402M |
| Shoquist Debora |
Santa Clara, CA |
|
|
$398M |
| SHIKIAR ASSET MANAGEMENT INC |
New York, NY |
Q3 2025 |
|
$397M |
| SIG BROKERAGE, LP |
New York, NY |
Q3 2025 |
|
$397M |
| Sonnipe Ltd |
Douglas, Isle of Man |
Q3 2025 |
|
$395M |
| Sio Capital Management, LLC |
New York, NY |
Q3 2025 |
|
$395M |
| SERENITY CAPITAL MANAGEMENT PTE. LTD. |
Singapore, Singapore |
Q3 2025 |
|
$394M |
| Scott & Selber, Inc. |
Houston, TX |
Q3 2025 |
|
$393M |
| Senkypl Dusan |
Jesenice, Czech Republic |
Q3 2025 |
|
$392M |
| Sprague HP Holdings LLC |
New York, NY |
|
|
$391M |
| ShankerValleau Wealth Advisors, Inc. |
Skokie, IL |
Q3 2025 |
|
$390M |
| Strategic Family Wealth Counselors, L.L.C. |
Fairfield, NJ |
Q3 2025 |
|
$389M |
| Semmax Financial Advisors Inc. |
Winston Salem, NC |
Q2 2025 |
|
$388M |
| Sherborne Investors Management LP |
New York, NY |
Q3 2025 |
|
$387M |
| Scooby Aggregator, LP |
San Francisco, CA |
|
|
$387M |
| Swallowtail Royalties LLC |
Irving, TX |
|
|
$384M |
| Steamboat Capital Partners, LLC |
Rye, NY |
Q3 2025 |
|
$384M |
| Strategic Advocates LLC |
Logan, UT |
Q3 2025 |
|
$384M |
| STONNINGTON GROUP, LLC |
Pasadena, CA |
Q1 2023 |
|
$384M |
| SAYBROOK CAPITAL /NC |
Winston Salem, NC |
Q3 2025 |
|
$383M |
| SailingStone Capital Partners LLC |
Houston, TX |
Q3 2025 |
|
$382M |
| Southside Capital, LLC |
Miami Beach, FL |
Q4 2019 |
|
$382M |
| SINGAPORE TECHNOLOGIES TELEMEDIA PTE LTD |
Singapore, Singapore |
Q3 2025 |
|
$381M |
| Supplemental Annuity Collective Trust of NJ |
Trenton, NJ |
Q3 2025 |
|
$380M |
| Strata Wealth Advisors, LLC |
Dallas, TX |
Q3 2025 |
|
$379M |
| Strategic Investment Solutions, Inc. /IL |
Orland Park, IL |
Q3 2025 |
|
$378M |
| SEARLE & CO. |
Greenwich, CT |
Q3 2025 |
|
$377M |
| Susi Roger E. |
Winter Springs, FL |
|
|
$377M |
| St. Clair Advisors, LLC |
Mayfield Hts, OH |
Q3 2025 |
|
$377M |
| Shilanski & Associates, Inc. |
Anchorage, AK |
Q3 2025 |
|
$376M |
| Stillwater Investment Management, LLC |
Stillwater, MN |
Q1 2023 |
|
$372M |
| SHAICH RONALD M |
Miami, FL |
|
|
$372M |
| Sicart Associates LLC |
New York, NY |
Q3 2025 |
|
$369M |
| Surevest, LLC |
Los Angeles, CA |
Q3 2022 |
|
$368M |
| SMITH BRIAN R |
Austin, TX |
|
|
$367M |
| Snider Financial Group |
Bellevue, WA |
Q3 2025 |
|
$367M |
| Sovereign Investment Advisors, LLC |
Phoenix, AZ |
Q3 2025 |
|
$367M |
| Sollinda Capital Management LLC |
Miami, FL |
Q3 2025 |
|
$365M |
| Selkirk Management LLC |
Chatham, NJ |
Q3 2025 |
|
$365M |
| SCHWARTZ HARVEY M |
New York, NY |
|
|
$363M |
| Scale Management, LLC |
Foster City, CA |
Q4 2020 |
|
$359M |
| Sara-Bay Financial |
Sarasota, FL |
Q3 2025 |
|
$358M |
| S&T BANK/PA |
Indiana, PA |
Q3 2025 |
|
$356M |
| Sivia Capital Partners, LLC |
Mill Valley, CA |
Q3 2025 |
|
$354M |
| SAUL B FRANCIS II |
Chevy Chase, MD |
|
|
$353M |
| Stone Summit Wealth LLC |
Miami, FL |
Q3 2025 |
|
$353M |
| Sequent Planning LLC |
Omaha, NE |
Q3 2025 |
|
$352M |
| Science & Technology Partners, L.P. |
New York, NY |
Q3 2025 |
|
$352M |
| Schroeder Thilo |
Zurich, Switzerland |
|
|
$352M |
| Shelter Haven Capital Management, L.P. |
Summit, NJ |
Q4 2021 |
|
$351M |
| Seafarer Capital Partners, LLC |
Larkspur, CA |
Q3 2025 |
|
$351M |
| Spot Trading L.L.C |
Chicago, IL |
Q1 2017 |
|
$350M |
| Siena Capital Partners GP, LLC |
Chicago, IL |
Q3 2025 |
|
$349M |
| Sandbox Financial Partners, LLC |
Bethesda, MD |
Q3 2025 |
|
$349M |
| Seascape Capital Management |
Portsmouth, NH |
Q3 2025 |
|
$349M |
| SYQUANT CAPITAL SAS |
Paris, France |
Q3 2025 |
|
$348M |
| Straight Path Wealth Management |
Jenison, MI |
Q3 2025 |
|
$346M |
| S.E.E.D. Planning Group LLC |
Binghamton, NY |
Q3 2025 |
|
$343M |
| SIEMENS PENSION TRUST E V |
Munich Germany, Germany |
Q3 2025 |
|
$343M |
| SPT Holding Sarl |
Contern |
|
|
$343M |
| Slingsby Brian Taylor |
Radnor, PA |
|
|
$343M |
| SRH ADVISORS, LLC |
Salina, KS |
Q3 2025 |
|
$343M |
| Stephenson Scott G |
Jersey City, NJ |
|
|
$341M |
| SunTx Capital Management Corp. |
Dallas, TX |
Q1 2022 |
|
$341M |
| Shoker Investment Counsel, Inc. |
Oxford, OH |
Q3 2025 |
|
$339M |
| Source Financial Advisors LLC |
New York, NY |
Q3 2024 |
|
$338M |
| Silphium Asset Management Ltd |
London, United Kingdom |
Q3 2025 |
|
$338M |
| SOF Ltd |
George Town, Cayman Islands |
Q3 2025 |
|
$338M |
| Smart Money Group LLC |
Eastland, TX |
Q3 2025 |
|
$338M |
| Seaside Wealth Management, Inc. |
Carlsbad, CA |
Q3 2025 |
|
$337M |
| STEVENS CAPITAL PARTNERS |
Omaha, NE |
Q3 2025 |
|
$335M |
| Subotovsky Santiago |
San Mateo, CA |
|
|
$334M |
| Shchegolev Oleg |
Boston, MA |
|
|
$332M |
| SWMG, LLC |
Fort Worth, TX |
Q3 2025 |
|
$331M |
| Stolper Co |
Tulsa, OK |
Q3 2025 |
|
$330M |
| Sterling Wealth Management, Inc. |
Champaign, IL |
Q3 2025 |
|
$330M |
| SS&H Financial Advisors, Inc. |
Troy, MI |
Q3 2025 |
|
$329M |
| STEPH & CO |
Marinette, WI |
Q3 2025 |
|
$327M |
| Shea Thomas Anthony |
Rochester, MI |
|
|
$326M |
| Sycale Advisors (NY) LLC |
New York, NY |
Q3 2025 |
|
$325M |
| Sophron Capital Management L.P. |
Summit, NJ |
Q3 2025 |
|
$325M |
| Somerset Trust Co |
Somerset, PA |
Q3 2025 |
|
$324M |
| Silverleafe Capital Partners, LLC |
Germantown, TN |
Q3 2025 |
|
$324M |
| Shetty Reshma P. |
New York, NY |
|
|
$323M |
| SHAYNE & JACOBS, LLC |
Nashville, TN |
Q3 2025 |
|
$323M |
| Select Asset Management & Trust |
Mechanicsburg, PA |
Q3 2025 |
|
$323M |
| SK ecoplant Co., Ltd. |
Seoul, Korea, Republic of |
|
|
$323M |
| SANFORD PENNY |
Bellingham, WA |
|
|
$322M |
| Strategic Capital Group LLC |
Gig Harbor, WA |
Q2 2014 |
|
$321M |
| Sound View Wealth Advisors, LLC |
Savannah, GA |
Q1 2019 |
|
$319M |
| Sustainable Insight Capital Management, LLC |
New York, NY |
Q3 2025 |
|
$318M |
| Solari Capital Management, LLC |
Palm Beach Gardens, FL |
Q3 2025 |
|
$318M |
| Stiles Financial Services Inc |
Edina, MN |
Q3 2025 |
|
$317M |
| Sterling Financial Planning, Inc. |
Sparta, NJ |
Q3 2025 |
|
$317M |
| Samjo Management, LLC |
New York, NY |
Q3 2025 |
|
$317M |
| Sterling Financial Group, Inc. |
Pasadena, CA |
Q3 2025 |
|
$316M |
| Sage Financial Management Group, Inc. |
Mclean, VA |
Q3 2025 |
|
$313M |
| Sandy Cove Advisors, LLC |
Hingham, MA |
Q3 2025 |
|
$313M |
| Stephens Group, LLC |
Little Rock, AR |
Q3 2025 |
|
$312M |
| Spiegel Evan |
Santa Monica, CA |
|
|
$312M |
| Sterling Investment Counsel, LLC |
Buffalo, NY |
Q3 2025 |
|
$312M |
| Steward Financial Group LLC |
Colleyville, TX |
Q3 2023 |
|
$311M |
| Star Holdings |
New York, NY |
|
|
$311M |
| Snow Phipps Group, LLC |
New York, NY |
Q3 2025 |
|
$311M |
| Selective Wealth Management, Inc. |
Forest, VA |
Q3 2025 |
|
$311M |
| Sofinnova Venture Partners X, L.P. |
Menlo Park, CA |
|
|
$310M |
| SAM Advisors, LLC |
Oakhurst, CA |
Q3 2025 |
|
$310M |
| SAUNDERS THOMAS A |
Chesapeake, VA |
|
|
$308M |
| Salem Enrique T |
Cupertino, CA |
|
|
$307M |
| Squire Investment Management Company, LLC |
Orem, UT |
Q3 2025 |
|
$307M |
| Seneca Financial Advisors LLC |
Rochester, NY |
Q3 2025 |
|
$306M |
| Starr Indemnity & Liability Co |
New York, NY |
Q3 2025 |
|
$306M |
| Silchester International Investors LLP |
London |
Q3 2025 |
|
$306M |
| SAVA PENZISKO DRUSHTVO A.D. SKOPJE |
Skopje |
Q3 2025 |
|
$305M |
| SUMMIT SECURITIES GROUP LLC |
New York, NY |
Q3 2025 |
|
$305M |
| Schiavi & Co LLC |
Wilmington, DE |
Q3 2025 |
|
$303M |
| Syntrinsic LLC |
Denver, CO |
Q3 2024 |
|
$301M |
| SYKON CAPITAL LLC |
Harrison, NY |
Q3 2025 |
|
$300M |
| SUNFLOWER BANK, NA WEALTH MANAGEMENT |
Scottsdale, AZ |
Q3 2020 |
|
$299M |
| Stafman Andrew |
San Francisco, CA |
|
|
$298M |
| SWEENEY & MICHEL, LLC |
Chico, CA |
Q3 2025 |
|
$298M |
| StrongBox Wealth, LLC |
Lee's Summit, MO |
Q3 2025 |
|
$296M |
| SHINE INVESTMENT ADVISORY SERVICES INC |
Lone Tree, CO |
Q3 2020 |
|
$295M |
| SOOK PERRY A |
Irving, TX |
|
|
$295M |
| Shlomi Ben Haim |
Sunnyvale, CA |
|
|
$295M |
| Sensible Money, LLC |
Scottsdale, AZ |
Q3 2025 |
|
$294M |
| Solitude Financial Services |
Charlottesville, VA |
Q3 2025 |
|
$292M |
| Shaker Financial Services, LLC |
Arlington, VA |
Q3 2025 |
|
$292M |
| Silver Coast Investments LLC |
San Diego, United States |
Q3 2025 |
|
$291M |
| Skyline Advisors, Inc. |
Bellingham, WA |
Q3 2025 |
|
$290M |
| Stephens Consulting, LLC |
Flint, MI |
Q3 2025 |
|
$290M |
| Samalin Investment Counsel, LLC |
Chappaqua, NY |
Q3 2025 |
|
$290M |
| Stelac Advisory Services LLC |
New York, NY |
Q3 2025 |
|
$289M |
| Stewardship Financial Advisors, LLC |
Stockbridge, GA |
Q1 2021 |
|
$288M |
| Stoner Chelsea R. |
Seattle, WA |
|
|
$287M |
| Scientech Research LLC |
Jersey City, NJ |
Q3 2025 |
|
$287M |
| Slatoff Karl |
New York, NY |
|
|
$287M |
| Svenska Handelsbanken AB (publ) |
Stockholm, Sweden |
Q3 2025 |
|
$286M |
| SELDON CAPITAL LP |
San Francisco, CA |
Q3 2025 |
|
$285M |
| Spectrum Asset Management, Inc. (NB/CA) |
Newport Beach, CA |
Q3 2025 |
|
$284M |
| Sculati Wealth Management, LLC |
Bloomfield Hills, MI |
Q3 2025 |
|
$284M |
| State of New Jersey Common Pension Fund A |
Trenton, NJ |
Q3 2025 |
|
$282M |
| Sprott Eric |
Toronto, Ontario, Canada |
|
|
$281M |
| SUMMIT FINANCIAL GROUP, INC. |
Moorefield, WV |
Q1 2024 |
|
$281M |
| STONEHILL CAPITAL MANAGEMENT LLC |
New York, NY |
Q3 2025 |
|
$281M |
| Santori & Peters, Inc. |
Canonsburg, PA |
Q3 2025 |
|
$280M |
| Sharper & Granite LLC |
El Segundo, CA |
Q3 2025 |
|
$279M |
| Savoir Faire Capital Management, L.P. |
Norwalk, CT |
Q3 2025 |
|
$279M |
| Seven Post Investment Office LP |
San Francisco, CA |
Q3 2025 |
|
$278M |
| Socorro Asset Management LP |
Dallas, TX |
Q3 2025 |
|
$278M |
| Slotnik Capital, LLC |
Dallas, TX |
Q3 2025 |
|
$277M |
| Sunpointe, LLC |
St. Louis, MO |
Q3 2025 |
|
$277M |
| STABLEFORD CAPITAL II LLC |
Scottsdale, AZ |
Q3 2025 |
|
$277M |
| SIMS INVESTMENT MANAGEMENT, LLC |
Cincinnati, OH |
Q3 2025 |
|
$276M |
| SITTNER & NELSON, LLC |
Eugene, OR |
Q3 2025 |
|
$275M |
| Sonoma Allocations LLC |
Santa Rosa, CA |
Q3 2025 |
|
$275M |
| Strategic Wealth Management Group, LLC |
Fulton, MD |
Q2 2021 |
|
$274M |
| Shriram Kavitark Ram |
Mountain View, CA |
|
|
$274M |
| Square Wave Capital, LLC |
Brooklyn, NY |
Q3 2025 |
|
$273M |
| Spouting Rock Asset Management, LLC |
Bryn Mawr, PA |
Q4 2023 |
|
$273M |
| STANCE CAPITAL LLC |
Boston, MA |
Q3 2025 |
|
$273M |
| Slagle Financial, LLC |
Edwardsville, IL |
Q3 2025 |
|
$273M |
| SANDLER CAPITAL MANAGEMENT |
New York, NY |
Q3 2025 |
|
$272M |
| SOON-SHIONG PATRICK |
Culver City, CA |
|
|
$272M |
| SIGULER GUFF ADVISERS, LLC |
New York, NY |
Q4 2022 |
|
$271M |
| SONATA CAPITAL GROUP INC |
Seattle, WA |
Q3 2025 |
|
$271M |
| SEAVIEW INVESTMENT MANAGERS LLC |
Miami, FL |
Q3 2025 |
|
$271M |
| ShoreHaven Wealth Partners, LLC |
Red Bank, NJ |
Q3 2025 |
|
$270M |
| Strategic Equity Management |
Tucson, AZ |
Q3 2025 |
|
$270M |
| STF Management LP |
Frisco, TX |
Q3 2025 |
|
$270M |
| Scott Marsh Financial, LLC |
Millcreek, UT |
Q2 2025 |
|
$270M |
| SMITH JAMES C |
Downers Grove, IL |
|
|
$269M |
| STONE POINT CAPITAL LLC |
Greenwich, CT |
Q3 2025 |
|
$269M |
| Sachetta, LLC |
Lynnfield, MA |
Q3 2025 |
|
$269M |
| SK Wealth Management, LLC |
Providence, RI |
Q3 2025 |
|
$268M |
| Saiph Capital, LLC |
Wyckoff, NJ |
Q3 2025 |
|
$268M |
| Starboard Principal Co LP |
New York, NY |
Q3 2025 |
|
$267M |
| Stonebridge Financial Planning Group, LLC |
Orlando, FL |
Q3 2025 |
|
$266M |
| SMART Wealth LLC |
Omaha, NE |
Q3 2025 |
|
$265M |
| Sawyer & Company, Inc |
Boston, MA |
Q3 2025 |
|
$265M |
| Sanford Energy, Inc. |
Tulsa, OK |
|
|
$264M |
| SEARCY FINANCIAL SERVICES INC /ADV |
Overland Park, KS |
Q3 2025 |
|
$263M |
| S Squared Technology, LLC |
New York, NY |
Q3 2025 |
|
$263M |
| SQUINTO STEPHEN P |
Cheshire, CT |
|
|
$262M |
| Synergy Investment Management, LLC |
Altamonte Springs, FL |
Q3 2025 |
|
$262M |
| Sea Cliff Partners Management, LP |
San Francisco, CA |
Q3 2025 |
|
$261M |
| SHARIAPORTFOLIO, INC. |
Lake Mary, FL |
Q3 2025 |
|
$261M |
| SCOGGIN MANAGEMENT LP |
New York, NY |
Q3 2025 |
|
$261M |
| Strait & Sound Wealth Management LLC |
San Francisco, CA |
Q3 2025 |
|
$261M |
| SMITH SHELLNUT WILSON LLC /ADV |
Ridgeland, MS |
Q3 2025 |
|
$260M |
| Sender Co & Partners, Inc. |
New York, NY |
Q3 2025 |
|
$259M |
| Stonehearth Capital Management, LLC |
Danvers, MA |
Q3 2025 |
|
$258M |
| Signature Wealth Management Group |
Atlanta, GA |
Q3 2025 |
|
$258M |
| Southern Wealth Management, LLP |
Dallas, TX |
Q1 2023 |
|
$258M |
| STONEBRIDGE CAPITAL MANAGEMENT INC |
Los Angeles, CA |
Q2 2025 |
|
$256M |
| SAXON INTERESTS, INC. |
Houston, TX |
Q3 2025 |
|
$256M |
| SPECTRUM ADVISORY SERVICES INC |
Atlanta, GA |
Q1 2016 |
|
$255M |
| STONE RUN CAPITAL, LLC |
New York, NY |
Q3 2025 |
|
$254M |
| Stormborn Capital Management, LLC |
Greenwich, CT |
Q4 2022 |
|
$251M |
| Sellwood Investment Partners LLC |
Portland, OR |
Q3 2025 |
|
$251M |
| Summit Investment Advisory Services, LLC |
Roseville, MN |
Q3 2025 |
|
$251M |
| Silver Lake Advisory, LLC |
Cottonwood Heights, UT |
Q3 2025 |
|
$251M |
| SPRENG CAPITAL MANAGEMENT, INC. |
Bucyrus, OH |
Q3 2025 |
|
$251M |
| STEINBERG JOSEPH S |
New York, NY |
|
|
$250M |
| SPG GP, LLC |
New York, NY |
|
|
$250M |
| SHAKER INVESTMENTS LLC/OH |
Cleveland, OH |
Q3 2025 |
|
$250M |
| SWARTHMORE GROUP INC |
Philadelphia, PA |
Q2 2022 |
|
$249M |
| SECURITY BENEFIT LIFE INSURANCE CO /KS/ |
Topeka, KS |
Q3 2025 |
|
$249M |
| Seneca House Advisors |
Richmond, VA |
Q3 2025 |
|
$248M |
| Summit Partners Growth Equity Fund IX-A, L.P. |
Boston, MA |
|
|
$247M |
| SWAN Capital LLC |
Pensacola, FL |
Q3 2025 |
|
$247M |
| SPOERRY ROBERT F |
Greifensee, Switzerland |
|
|
$245M |
| SHAW DAVID E |
New York, NY |
|
|
$245M |
| Strathmore Capital Advisors, Inc. |
Charlotte, NC |
Q3 2025 |
|
$244M |
| SMITH BRADFORD L |
Redmond, WA |
|
|
$243M |
| Selway Asset Management |
Boise, ID |
Q1 2025 |
|
$242M |
| Spectrum Wealth Advisory Group, LLC |
Granite Bay, CA |
Q3 2025 |
|
$242M |
| SUMMIT WEALTH GROUP LLC / CO |
Colorado Springs, CO |
Q3 2025 |
|
$240M |
| SANDER CAPITAL ADVISORS INC |
Seattle, WA |
Q3 2025 |
|
$239M |
| SGL Investment Advisors, Inc. |
Missoula, MT |
Q3 2025 |
|
$238M |
| StepStone Group LP |
La Jolla, CA |
Q3 2025 |
|
$238M |
| Sanberg Joseph N. |
Pacific Palisades, CA |
|
|
$238M |
| Socha Financial Group, LLC |
Corning, NY |
Q3 2025 |
|
$237M |
| Shared Vision Wealth Group LLC |
Carlsbad, United States |
Q3 2025 |
|
$236M |
| Shira Ridge Wealth Management |
Larkspur, CA |
Q3 2025 |
|
$236M |
| St. Johns Investment Management Company, LLC |
Jacksonville, FL |
Q3 2025 |
|
$235M |
| SoftBank Group Capital Ltd |
London, United Kingdom |
|
|
$235M |
| Sciammas Maurice |
San Jose, CA |
|
|
$234M |
| SCHULHOFF & CO INC |
Cincinnati, OH |
Q3 2025 |
|
$234M |
| SimpliFi, Inc. |
San Diego, CA |
Q3 2025 |
|
$234M |
| SULLIVAN FRANK C |
|
|
|
$234M |
| SANCHEZ ANTONIO R JR |
Houston, TX |
|
|
$233M |
| Stash Investments, LLC |
New York, NY |
Q3 2025 |
|
$232M |
| SEXTON O GRIFFITH |
Conshohocken, PA |
|
|
$232M |
| SFG Wealth Management, LLC. |
Towson, MD |
Q3 2025 |
|
$231M |
| Simon Frederic |
Sunnyvale, CA |
|
|
$228M |
| StoneCrest Wealth Management, Inc. |
Chandler, AZ |
Q3 2025 |
|
$228M |
| Skaana Management L.P. |
Brooklyn, NY |
Q3 2025 |
|
$228M |
| SCHOLTZ & COMPANY, LLC |
Stamford, CT |
Q3 2025 |
|
$228M |
| Summa Corp. |
Tomball, TX |
Q3 2025 |
|
$227M |
| Second Half Financial Partners, LLC |
Sebring, FL |
Q3 2025 |
|
$227M |
| S.A. Mason LLC |
Holland, MI |
Q3 2025 |
|
$227M |
| Sukhatme Mayukh |
Irvine, CA |
|
|
$226M |
| Shore Point Advisors, LLC |
Brielle, NJ |
Q3 2025 |
|
$226M |
| Squadron Capital Holdings LLC |
Granby, CT |
|
|
$225M |
| Schear Investment Advisers, LLC |
Cincinnati, OH |
Q3 2025 |
|
$225M |
| Sassicaia Capital Advisers LLC |
Jericho, NY |
Q3 2025 |
|
$224M |
| Scarpelli Michael |
Bozeman, MT |
|
|
$224M |
| Samson Capital Advisors LLC |
New York, NY |
Q3 2015 |
|
$223M |
| Silver Heights Capital Management Inc |
Toronto, Ontario, Canada |
Q3 2025 |
|
$223M |
| Siligmueller & Norvid Wealth Advisors LLC |
Glen Ellyn, IL |
Q3 2025 |
|
$222M |
| Sage Capital Management, LLC |
Stockton, NJ |
Q3 2025 |
|
$222M |
| Sightline Wealth Advisors, LLC |
Groton, CT |
Q3 2025 |
|
$221M |
| SUMMIT CAPITAL MANAGEMENT LLC |
Seattle, WA |
Q1 2016 |
|
$221M |
| Silver Oak Advisory Group, Inc. |
Portland, OR |
Q3 2025 |
|
$221M |
| State Insurance Fund |
New York, NY |
Q3 2025 |
|
$221M |
| Spider Management Company, LLC |
Richmond, VA |
Q3 2025 |
|
$220M |
| Stratford Consulting, LLC |
Addison, TX |
Q1 2020 |
|
$219M |
| Spain Kevin |
San Mateo, CA |
|
|
$219M |
| Strategic Financial Partners, Ltd. |
Bend, OR |
Q3 2025 |
|
$218M |
| Stonehage Fleming (UK) Ltd |
London, United Kingdom |
Q4 2015 |
|
$218M |
| Solstein Capital, LLC |
Menlo Park, CA |
Q3 2025 |
|
$217M |
| SSA SWISS ADVISORS AG |
Zurich |
Q3 2025 |
|
$215M |
| SHERBROOKE PARK ADVISERS LLC |
White Plains, NY |
Q3 2025 |
|
$215M |
| Sterneck Capital Management, LLC |
Kansas City, MO |
Q3 2025 |
|
$215M |
| SHELTON WEALTH MANAGEMENT, LLC |
Fort Worth, TX |
Q3 2025 |
|
$215M |
| Sunesis Advisors, LLC |
Overland Park, KS |
Q3 2025 |
|
$214M |
| SUMMER ROAD LLC |
West Palm Beach, FL |
Q3 2025 |
|
$214M |
| SOUTHERN CAPITAL ADVISORS, LLC |
Jackson, TN |
Q3 2025 |
|
$213M |
| Sandia Holdings, LLC |
Greenwich, CT |
Q3 2018 |
|
$213M |
| SHAPER C PARK |
Houston, TX |
|
|
$213M |
| Stilwell Value LLC |
New York, NY |
Q3 2025 |
|
$213M |
| STILWELL JOSEPH |
New York, NY |
Q4 2014 |
|
$213M |
| STEINBERGANNA WEALTH MANAGEMENT |
Huntington, NY |
Q3 2025 |
|
$213M |
| Summit Place Financial Advisors, LLC |
Summit, NJ |
Q3 2025 |
|
$212M |
| SEAMOUNT FINANCIAL GROUP INC |
Colorado Springs, CO |
Q3 2025 |
|
$212M |
| Sequent Asset Management, LLC |
Houston, TX |
Q3 2025 |
|
$210M |
| Starfire Investment Advisers, Inc. |
Southfield, MI |
Q2 2020 |
|
$209M |
| Sim Kenneth T. |
Alhambra, CA |
|
|
$208M |
| Sitrin Capital Management LLC |
Century City, CA |
Q3 2025 |
|
$208M |
| Sound Stewardship, LLC |
Overland Park, KS |
Q3 2025 |
|
$208M |
| Signet Investment Advisory Group, Inc. |
Providence, RI |
Q3 2025 |
|
$208M |
| Solano Wealth Investment Advisors LLC |
Fairfield, CA |
Q3 2025 |
|
$207M |
| Stillwater Investment Management, L.P. |
Palo Alto, CA |
Q3 2017 |
|
$207M |
| Sand Grove Capital Management LLP |
London, United Kingdom |
Q3 2025 |
|
$205M |
| Significant Wealth Partners LLC |
Cary, IL |
Q3 2025 |
|
$205M |
| SPRING CAPITAL MANAGEMENT, LLC |
Amarillo, TX |
Q3 2025 |
|
$204M |
| Sutton Wealth Advisors Inc. |
Tampa, FL |
Q3 2023 |
|
$203M |
| STRATEGIC WEALTH MANAGEMENT INC |
Kirkland, WA |
Q4 2021 |
|
$202M |
| Shelter Ins Profit Sharing |
Columbia, MO |
Q3 2015 |
|
$202M |
| SPRINGER TIMOTHY A |
Chestnut Hill, MA |
|
|
$202M |
| STERLING INVESTMENT ADVISORS LLC /ADV |
Bolivar, MO |
Q3 2025 |
|
$202M |
| Sterling Group Wealth Management, LLC |
Pasadena, CA |
Q3 2025 |
|
$202M |
| SULENTIC ROBERT E |
Dallas, TX |
|
|
$201M |
| SECURITY NATIONAL BANK OF SO DAK |
Sioux City, IA |
Q3 2025 |
|
$199M |
| Samsung C&T Corp |
Seoul, Korea, Republic of |
Q3 2025 |
|
$199M |
| Sphera Management Technology Funds Ltd |
Tel Aviv, Israel |
Q3 2025 |
|
$197M |
| Song Hong Fang |
Irvine, CA |
|
|
$197M |
| SWP FINANCIAL LLC |
San Diego, CA |
Q3 2025 |
|
$196M |
| SCALAR GAUGE MANAGEMENT, LLC |
Dallas, TX |
Q3 2025 |
|
$196M |
| Sherman Laura |
Tampa, FL |
|
|
$195M |
| Smallwood Wealth Investment Management, LLC |
Red Bank, NJ |
Q3 2025 |
|
$195M |
| Schuck Henry |
Vancouver, WA |
|
|
$194M |
| SCHOOL EMPLOYEES RETIREMENT BOARD OF OHIO |
Columbus, OH |
Q3 2025 |
|
$194M |
| Sarvananthan Ganendran |
Fort Worth, TX |
|
|
$194M |
| SCHMERTZLER MICHAEL |
Conshohocken, PA |
|
|
$194M |
| Sycamore Partners Torrid, L.L.C. |
New York, NY |
|
|
$193M |
| SAN FRANCISCO SENTRY INVESTMENT GROUP (CA) |
San Francisco, CA |
Q2 2021 |
|
$192M |
| SMUCKER RICHARD K |
Chicago, IL |
|
|
$192M |
| Signature Wealth Management Partners, LLC |
Montvale, NJ |
Q3 2025 |
|
$191M |
| Sage Advisory Services, Ltd.Co. |
Austin, TX |
Q3 2025 |
|
$191M |
| Smith Thornton Advisors LLC |
Huntsville, AL |
Q3 2025 |
|
$191M |
| Sivik Global Healthcare LLC |
Greenwich, CT |
Q3 2025 |
|
$190M |
| Sheridan Capital Management, LLC |
San Rafael, CA |
Q3 2025 |
|
$189M |
| Sood Alka |
Guilford, CT |
|
|
$187M |
| Sood Pardeep Kumar |
Guilford, CT |
|
|
$187M |
| Sylvest Advisors, LLC |
Dallas, TX |
Q3 2025 |
|
$186M |
| Symphony Financial Services, Inc. |
Akron, OH |
Q3 2025 |
|
$186M |
| STRATEGIC INVESTMENT MANAGEMENT, LLC |
Arlington, VA |
Q3 2025 |
|
$185M |
| Sun Benjamin |
Seattle, WA |
|
|
$185M |
| Spectrum Investment Advisors, Inc. |
Mequon, WI |
Q3 2025 |
|
$185M |
| SCHRODERS IS Ltd |
London, United Kingdom |
Q4 2022 |
|
$185M |
| Strive Asset Management, LLC |
Dublin, OH |
Q3 2025 |
|
$184M |
| Sovereign's Capital Management, LLC |
Atlanta, GA |
Q3 2025 |
|
$184M |
| Simon Charitable Public LLC |
Cleveland, OH |
Q3 2014 |
|
$184M |
| Sharp Financial Services, LLC |
Horsham, PA |
Q3 2025 |
|
$184M |
| Sofinnova Management VIII, L.L.C. |
Menlo Park, CA |
Q4 2017 |
|
$183M |
| Spruill Yancey L. |
Longmont, CO |
|
|
$183M |
| Signature Resources Capital Management, LLC |
Newport Beach, CA |
Q3 2025 |
|
$183M |
| Solano Wealth Management, Inc. |
Fairfield, CA |
Q2 2024 |
|
$183M |
| Stegner Investment Associates Inc. |
Louisville, KY |
Q3 2025 |
|
$182M |
| Sentonas Michael |
Austin, TX |
|
|
$182M |
| Starwood Real Estate Securities, LLC |
Greenwich, CT |
Q3 2015 |
|
$182M |
| Solas Capital Management, LLC |
Darien, CT |
Q3 2025 |
|
$182M |
| Sarissa Capital Management LP |
Greenwich, CT |
Q3 2025 |
|
$180M |
| SANSONE THOMAS A |
St Petersburg, FL |
|
|
$180M |
| Schwab-Pomerantz Carolyn |
Westlake, TX |
|
|
$180M |
| SAGE PRIVATE WEALTH GROUP, LLC |
Oakbrook Terrace, IL |
Q3 2025 |
|
$180M |
| SMITH DAVID D |
Baltimore, MD |
|
|
$179M |
| Sprinkle Financial Consultants LLC |
Littleton, CO |
Q3 2025 |
|
$179M |
| SECURED RETIREMENT ADVISORS, LLC |
St Louis Park, MN |
Q3 2025 |
|
$179M |
| Salvus Wealth Management, LLC |
Red Bank, NJ |
Q3 2025 |
|
$179M |
| Slifka Eric |
Waltham, MA |
|
|
$179M |
| Sowa Financial Group, Inc. |
Lincoln, RI |
Q3 2025 |
|
$178M |
| Silicon Hills Wealth Management, LLC |
Austin, TX |
Q2 2023 |
|
$177M |
| Spectrum Planning & Advisory Services Inc. |
San Diego, CA |
Q3 2025 |
|
$177M |
| Smiths Group International Holdings Ltd |
London, United Kingdom |
|
|
$177M |
| SMITHS GROUP PLC |
London, United Kingdom |
|
|
$177M |
| SCF Partners, Inc. |
Houston, TX |
Q3 2025 |
|
$177M |
| Semus Wealth Partners LLC |
Boca Raton, FL |
Q3 2025 |
|
$177M |
| Starwood Capital Group Management, L.L.C. |
Miami Beach, FL |
Q3 2025 |
|
$176M |
| Sorkin David |
New York, NY |
|
|
$176M |
| SIMON DAVID |
Indianapolis, IN |
|
|
$176M |
| SCHNEIDER CAPITAL MANAGEMENT CORP |
Berwyn, PA |
Q1 2020 |
|
$175M |
| SUTTON PLACE INVESTORS LLC |
Katonah, NY |
Q3 2025 |
|
$175M |
| SARD WEALTH MANAGEMENT GROUP, LLC |
Atlanta, GA |
Q3 2025 |
|
$175M |
| Shair Matthew |
Cambridge, MA |
|
|
$174M |
| Skovronsky Daniel |
Indianapolis, IN |
|
|
$174M |
| Stephenson & Company, Inc. |
San Clemente, CA |
Q3 2025 |
|
$174M |
| Schindler Philipp |
Mountain View, CA |
|
|
$174M |
| Stenham Asset Management Ltd |
Guernsey |
Q3 2025 |
|
$174M |
| Schiff Charles Odell |
Cincinnati, OH |
|
|
$174M |
| Sandell Asset Management Corp. |
New York, NY |
Q3 2020 |
|
$174M |
| STRAIGHTLINE GROUP LLC |
Troy, MI |
Q3 2025 |
|
$174M |
| Saddle Road Partners, LLC |
Omaha, NE |
Q4 2016 |
|
$173M |
| Searchlight III CVL, L.P. |
New York, NY |
|
|
$173M |
| SeaTown Holdings Pte. Ltd. |
Singapore, Singapore |
Q3 2025 |
|
$173M |
| Strategic Planning, Inc. |
Columbus, OH |
Q3 2025 |
|
$173M |
| Strategic Financial Planning, Inc. |
Plano, TX |
Q3 2025 |
|
$173M |
| SOLA JURE |
Saratoga, CA |
|
|
$172M |
| Stevens First Principles Investment Advisors |
Newport Beach, CA |
Q2 2019 |
|
$172M |
| SFM, LLC |
Manchester, NH |
Q3 2025 |
|
$172M |
| SummerHaven Investment Management, LLC |
Stamford, CT |
Q3 2025 |
|
$172M |
| Successful Portfolios LLC |
Clearwater, FL |
Q3 2025 |
|
$171M |
| SECURITY ASSET MANAGEMENT |
New York, NY |
Q1 2023 |
|
$171M |
| Samaha Eli |
New York, NY |
|
|
$171M |
| SANTA MONICA PARTNERS LP |
Palm Beach Gardens, FL |
Q3 2025 |
|
$170M |
| Siebel Living Trust u/a/d 7/27/93, as amended |
Redwood City, CA |
|
|
$170M |
| SCHLUMBERGER LIMITED/NV |
Houston, TX |
|
|
$170M |
| STAR Financial Bank |
Fort Wayne, IN |
Q3 2025 |
|
$169M |
| Singh Ranbir |
El Segundo, CA |
|
|
$169M |
| Spahn Wealth & Retirement LLC |
Scottsdale, AZ |
Q3 2025 |
|
$169M |
| SARTINI BLAKE L |
Las Vegas, Nv, Usa, NV |
|
|
$169M |
| Shearwater Capital LLC |
Denver, CO |
Q3 2025 |
|
$169M |
| SoundView Advisors Inc. |
Olympia, WA |
Q3 2025 |
|
$168M |
| SHEPARD GREGORY M |
Lakewood Ranch, FL |
|
|
$168M |
| Sternberg Zachary |
New York, NY |
|
|
$167M |
| Serenity Capital LLC |
Palo Alto, CA |
Q1 2025 |
|
$167M |
| Spectrum Strategic Capital Management, LLC |
Corvallis, OR |
Q3 2025 |
|
$167M |
| Swisher Financial Concepts, Inc. |
Westerville, OH |
Q3 2025 |
|
$167M |
| STERLING INVESTMENT MANAGEMENT, LLC |
Tucson, AZ |
Q3 2025 |
|
$166M |
| Stinnett David |
Dallas, TX |
|
|
$166M |
| Sagil Capital LLP |
London, United Kingdom |
Q3 2025 |
|
$166M |
| Seros Financial, LLC |
Tempe, AZ |
Q3 2025 |
|
$165M |
| Silverberg Bernstein Capital Management LLC |
Armonk, NY |
Q3 2025 |
|
$165M |
| Sealbond Ltd |
Hong Kong, Hong Kong |
|
|
$164M |
| Stanich Group LLC |
Montauk, NY |
Q3 2025 |
|
$163M |
| SMITH CAPITAL MANAGEMENT INC /AR/ADV |
Little Rock, AR |
Q3 2020 |
|
$163M |
| Sebold Capital Management, Inc. |
Lisle, IL |
Q2 2025 |
|
$162M |
| Salus Financial Advisors, LLC |
Colorado Springs, CO |
Q3 2025 |
|
$162M |
| SECTORAL ASSET MANAGEMENT INC |
Montreal, Quebec, Canada |
Q3 2025 |
|
$162M |
| Sanibel Captiva Investment Advisers, Inc. |
Chicago, IL |
Q4 2013 |
|
$162M |
| Soviero Asset Management, LP |
New York, NY |
Q3 2025 |
|
$162M |
| SVB Investment Services Inc. |
Salt Lake City, UT |
Q1 2022 |
|
$161M |
| Sunbeam Capital Management, LLC |
Atlanta, GA |
Q3 2025 |
|
$161M |
| SOUTH PLAINS FINANCIAL, INC. |
Lubbock, TX |
Q3 2025 |
|
$160M |
| Schwallier Wealth Management LLC |
Grand Rapids, MI |
Q3 2025 |
|
$160M |
| Sterling Manor Financial, LLC |
Saratoga Springs, NY |
Q3 2025 |
|
$159M |
| SIEGALL CLAY B |
Bothell, WA |
|
|
$159M |
| Stonekeep Investments, LLC |
Sante Fe, NM |
Q3 2025 |
|
$158M |
| STRALEM & CO INC |
New York, NY |
Q2 2020 |
|
$157M |
| SFI Advisors, LLC |
Montclair, NJ |
Q3 2025 |
|
$157M |
| State of Wisconsin - Board of Commissioners of Public Lands |
Madison, WI |
Q3 2025 |
|
$157M |
| Sterling Wealth Advisors Inc |
Plantation, FL |
Q3 2025 |
|
$157M |
| Series R of UM Partners, LLC |
Hanover, PA |
|
|
$157M |
| SALZHAUER MICHAEL |
New York, NY |
Q3 2025 |
|
$157M |
| SYMONS CAPITAL MANAGEMENT INC |
Pittsburgh, PA |
Q3 2021 |
|
$156M |
| SCHORSCH NICHOLAS S |
|
|
|
$156M |
| Sarver Vrooman Wealth Advisors |
Kansas City, MO |
Q3 2025 |
|
$156M |
| SYNTAX RESEARCH, INC. |
Boca Raton, FL |
Q3 2025 |
|
$156M |
| St. Louis Financial Planners Asset Management, LLC |
Chesterfield, MO |
Q3 2025 |
|
$155M |
| Shotwell Rutter Baer Inc |
Lansing, MI |
Q3 2025 |
|
$155M |
| Sheets Smith Investment Management |
Houston, TX |
Q3 2025 |
|
$154M |
| Santos da Silva Jorge |
Zug, Switzerland |
|
|
$154M |
| St. Albans Global Management, LLC |
Clayton, MO |
|
|
$154M |
| SECURITY NATIONAL BANK OF SIOUX CITY IOWA /IA/ |
Sioux City, IA |
Q3 2025 |
|
$154M |
| SIENA CAPITAL LLC |
Cincinnati, OH |
Q3 2022 |
|
$153M |
| Susquehanna Capital Management, LLC |
Bala Cynwyd, PA |
Q3 2025 |
|
$153M |
| SLT Holdings LLC |
Scottsdale, AZ |
Q3 2025 |
|
$153M |
| Stripes Holdings, LLC |
New York, NY |
|
|
$152M |
| SILVER OAK WEALTH ADVISORS SERVICES, LLC |
Los Angeles, CA |
Q3 2025 |
|
$152M |
| Saxony Capital Management, LLC |
St. Louis, MO |
Q3 2025 |
|
$152M |
| SCRATCH CAPITAL LLC |
Boise, ID |
Q3 2025 |
|
$152M |
| Sippican Capital Advisors |
Boston, MA |
Q3 2025 |
|
$151M |
| Schulz Wealth, LTD. |
Mansfield, TX |
Q3 2025 |
|
$151M |
| Sanctuary Wealth Management, L.L.C. |
Pocatello, ID |
Q4 2024 |
|
$151M |
| Stonegate Management LLC |
Lake Forest, IL |
Q3 2025 |
|
$151M |
| SCOTT JAMES R |
Billings, MT |
|
|
$151M |