| STATE STREET CORP |
Boston, MA |
Q4 2025 |
4,288 |
$2.98T |
| Swiss National Bank |
Zurich, Switzerland |
Q4 2025 |
2,311 |
$168.01B |
| Sumitomo Mitsui Trust Group, Inc. |
Minato Ku, Tokyo, Japan |
Q1 2026 |
1,047 |
$154.47B |
| STATE FARM MUTUAL AUTOMOBILE INSURANCE CO |
Bloomington, IL |
Q4 2025 |
115 |
$133.24B |
| SCHRODER INVESTMENT MANAGEMENT GROUP |
London, United Kingdom |
Q4 2025 |
1,142 |
$131.91B |
| STIFEL FINANCIAL CORP |
St. Louis, MO |
Q4 2025 |
3,565 |
$111.17B |
| SEI INVESTMENTS CO |
Oaks, PA |
Q4 2025 |
3,118 |
$101.31B |
| Swedbank AB |
Stockholm, Sweden |
Q1 2026 |
684 |
$95.15B |
| SG Americas Securities, LLC |
New York, NY |
Q1 2026 |
2,745 |
$90.61B |
| Sanders Capital, LLC |
West Palm Beach, FL |
Q4 2025 |
44 |
$86.82B |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP |
Bala Cynwyd, PA |
Q4 2025 |
5,967 |
$72.82B |
| STATE BOARD OF ADMINISTRATION OF FLORIDA RETIREMENT SYSTEM |
Tallahassee, FL |
Q4 2025 |
2,073 |
$56.52B |
| Squarepoint Ops LLC |
New York, NY |
Q4 2025 |
2,483 |
$49.44B |
| SOFTBANK GROUP CORP. |
Tokyo, Japan |
Q4 2025 |
32 |
$47.93B |
| STATE OF WISCONSIN INVESTMENT BOARD |
Madison, WI |
Q4 2025 |
2,362 |
$44.59B |
| Swedbank |
Stockholm, Sweden |
Q4 2020 |
126 |
$33.94B |
| SANDS CAPITAL MANAGEMENT, LLC |
Arlington, VA |
Q4 2025 |
66 |
$32.88B |
| State of Tennessee, Department of Treasury |
Nashville, TN |
Q4 2025 |
1,727 |
$31.24B |
| SC US (TTGP), LTD. |
Menlo Park, CA |
Q4 2025 |
17 |
$28.76B |
| State of New Jersey Common Pension Fund D |
Trenton, NJ |
Q4 2025 |
1,472 |
$27.67B |
| STRS OHIO |
Columbus, OH |
Q1 2026 |
2,118 |
$25.21B |
| Skandinaviska Enskilda Banken AB (publ) |
Stockholm, Sweden |
Q4 2025 |
709 |
$24.93B |
| SCOTIA CAPITAL INC. |
Toronto, Ontario, Canada |
Q4 2025 |
893 |
$24.83B |
| Select Equity Group, L.P. |
New York, NY |
Q4 2025 |
163 |
$21.54B |
| STATE OF MICHIGAN RETIREMENT SYSTEM |
Lansing, MI |
Q4 2025 |
935 |
$20.57B |
| Schonfeld Strategic Advisors LLC |
New York, NY |
Q4 2025 |
1,842 |
$19.88B |
| Swiss Life Asset Management Ltd |
Zurich |
Q4 2025 |
1,381 |
$19.62B |
| SUNTRUST BANKS INC |
Atlanta, GA |
Q3 2019 |
1,330 |
$19.05B |
| Sanctuary Advisors, LLC |
Indianapolis, IN |
Q4 2025 |
2,408 |
$18.31B |
| Steward Partners Investment Advisory, LLC |
Stamford, CT |
Q4 2025 |
4,303 |
$18.24B |
| Sequoia Financial Advisors, LLC |
Akron, OH |
Q1 2026 |
1,885 |
$17.83B |
| Savant Capital, LLC |
Rockford, IL |
Q4 2025 |
1,356 |
$17.58B |
| Shinko Asset Management Co., Ltd. |
Tokyo, Japan |
Q3 2016 |
881 |
$14.74B |
| SILVERCREST ASSET MANAGEMENT GROUP LLC |
New York, NY |
Q4 2025 |
859 |
$14.55B |
| Sustainable Growth Advisers, LP |
Stamford, CT |
Q4 2025 |
54 |
$14.42B |
| Soroban Capital Partners LP |
New York, NY |
Q4 2025 |
28 |
$13.67B |
| SRS Investment Management, LLC |
New York, NY |
Q4 2025 |
31 |
$12.92B |
| Generale Societe |
Paris France, France |
Q2 2016 |
2,100 |
$12.9B |
| Sumitomo Mitsui DS Asset Management Company, Ltd |
Tokyo, Japan |
Q1 2026 |
770 |
$12.36B |
| Silver Lake Group, L.L.C. |
Menlo Park, CA |
Q4 2025 |
11 |
$11.59B |
| Santander Holdings USA, Inc. |
Boston, MA |
Q4 2021 |
0 |
$10.78B |
| SB INVESTMENT ADVISERS (UK) LTD |
London, United Kingdom |
Q4 2025 |
10 |
$10.01B |
| SCS Capital Management LLC |
Boston, MA |
Q4 2025 |
493 |
$9.44B |
| State of Alaska, Department of Revenue |
Juneau, AK |
Q1 2026 |
2,192 |
$9.25B |
| Stratos Wealth Partners, LTD. |
Beachwood, OH |
Q1 2026 |
1,619 |
$8.8B |
| SYNOVUS FINANCIAL CORP |
Columbus, GA |
Q3 2025 |
937 |
$8.74B |
| Sculptor Capital LP |
New York, NY |
Q4 2025 |
281 |
$8.29B |
| Sarasin & Partners LLP |
London |
Q1 2026 |
88 |
$8.2B |
| STEPHENS INC /AR/ |
Little Rock, AR |
Q1 2026 |
1,311 |
$7.99B |
| SATURNA CAPITAL CORP |
Bellingham, WA |
Q4 2025 |
150 |
$7.54B |
| SOROS FUND MANAGEMENT LLC |
New York, NY |
Q4 2025 |
229 |
$7.46B |
| Slate Path Capital LP |
New York, NY |
Q4 2025 |
51 |
$7.41B |
| SEGALL BRYANT & HAMILL, LLC |
Chicago, IL |
Q4 2025 |
570 |
$7.39B |
| Stephens Investment Management Group LLC |
Houston, TX |
Q1 2026 |
173 |
$7.3B |
| Summit Financial, LLC |
Parsippany, NJ |
Q4 2025 |
1,283 |
$6.81B |
| SAPIENT CAPITAL LLC |
Indianapolis, IN |
Q1 2026 |
443 |
$6.63B |
| SIGNATUREFD, LLC |
Atlanta, GA |
Q1 2026 |
3,415 |
$6.52B |
| Simplify Asset Management Inc. |
Las Vegas, NV |
Q1 2026 |
142 |
$6.49B |
| Susquehanna Portfolio Strategies, LLC |
Bala Cynwyd, PA |
Q4 2025 |
991 |
$6.48B |
| SAMLYN CAPITAL, LLC |
New York, NY |
Q4 2025 |
73 |
$6.27B |
| SUMITOMO MITSUI FINANCIAL GROUP, INC. |
Tokyo, Japan |
Q4 2025 |
164 |
$5.96B |
| Saba Capital Management, L.P. |
New York, NY |
Q4 2025 |
330 |
$5.89B |
| Summit Trail Advisors, LLC |
New York, NY |
Q4 2025 |
1,303 |
$5.78B |
| STEADFAST CAPITAL MANAGEMENT LP |
New York, NY |
Q4 2025 |
132 |
$5.71B |
| Starboard Value LP |
New York, NY |
Q4 2025 |
22 |
$5.55B |
| SNYDER CAPITAL MANAGEMENT L P |
San Francisco, CA |
Q4 2025 |
68 |
$5.36B |
| Sterling Capital Management LLC |
Charlotte, NC |
Q1 2026 |
3,208 |
$5.28B |
| South Dakota Investment Council |
Sioux Falls, SD |
Q4 2025 |
606 |
$5.25B |
| SIT INVESTMENT ASSOCIATES INC |
Minneapolis, MN |
Q4 2025 |
510 |
$5.08B |
| SHELTON CAPITAL MANAGEMENT |
Denver, CO |
Q4 2025 |
699 |
$5.07B |
| Sessa Capital IM, L.P. |
New York, NY |
Q4 2025 |
27 |
$5.03B |
| Skye Global Management LP |
West Palm Beach, FL |
Q4 2025 |
45 |
$4.95B |
| SIGNATURE ESTATE & INVESTMENT ADVISORS LLC |
Los Angeles, CA |
Q1 2026 |
645 |
$4.93B |
| SAGESPRING WEALTH PARTNERS, LLC |
Franklin, TN |
Q4 2025 |
783 |
$4.86B |
| Smead Capital Management, Inc. |
Phoenix, AZ |
Q4 2025 |
32 |
$4.82B |
| Sentry Investments Corp. |
Toronto, Ontario, Canada |
Q1 2018 |
194 |
$4.66B |
| Stockbridge Partners LLC |
Boston, MA |
Q4 2025 |
13 |
$4.54B |
| SCGE MANAGEMENT, L.P. |
Menlo Park, CA |
Q4 2025 |
20 |
$4.39B |
| Southpoint Capital Advisors LP |
New York, NY |
Q4 2025 |
38 |
$4.32B |
| Stonegate Investment Group, LLC |
Birmingham, AL |
Q3 2025 |
441 |
$4.31B |
| Sachem Head Capital Management LP |
New York, NY |
Q4 2025 |
20 |
$4.27B |
| SYSTEMATIC FINANCIAL MANAGEMENT LP |
Teaneck, NJ |
Q4 2025 |
252 |
$4.24B |
| SUVRETTA CAPITAL MANAGEMENT, LLC |
New York, NY |
Q4 2025 |
90 |
$4.04B |
| Situational Awareness LP |
San Francisco, CA |
Q4 2025 |
24 |
$3.91B |
| Snowden Capital Advisors LLC |
New York, NY |
Q4 2025 |
1,262 |
$3.87B |
| SUMITOMO LIFE INSURANCE CO |
Tokyo |
Q4 2025 |
281 |
$3.65B |
| SBI Securities Co., Ltd. |
Tokyo, Japan |
Q1 2026 |
4,018 |
$3.65B |
| Simplicity Solutions, LLC |
Minneapolis, MN |
Q4 2023 |
1,070 |
$3.63B |
| Sigma Planning Corp |
Ann Arbor, MI |
Q4 2025 |
1,287 |
$3.62B |
| SurgoCap Partners LP |
New York, NY |
Q4 2025 |
17 |
$3.61B |
| SCOPUS ASSET MANAGEMENT, L.P. |
New York, NY |
Q4 2025 |
130 |
$3.59B |
| SIMPLEX TRADING, LLC |
Chicago, IL |
Q4 2025 |
2,451 |
$3.56B |
| SUMMIT PARTNERS PUBLIC ASSET MANAGEMENT, LLC |
Boston, MA |
Q4 2025 |
69 |
$3.55B |
| Siren, L.L.C. |
Greenwich, CT |
Q4 2025 |
113 |
$3.55B |
| Silver Point Capital L.P. |
Greenwich, CT |
Q4 2025 |
21 |
$3.51B |
| SPRUCE HOUSE INVESTMENT MANAGEMENT LLC |
New York, NY |
Q4 2025 |
10 |
$3.45B |
| SigFig Wealth Management, LLC |
San Francisco, CA |
Q1 2026 |
139 |
$3.41B |
| SALEM INVESTMENT COUNSELORS INC |
Winston Salem, NC |
Q1 2026 |
1,236 |
$3.41B |
| Sanofi |
Paris, France |
Q4 2025 |
8 |
$3.31B |
| SummitTX Capital, L.P. |
Fort Worth, TX |
Q4 2025 |
669 |
$3.3B |
| SVF Sponsor III (DE) LLC |
Menlo Park, CA |
Q4 2025 |
1 |
$3.27B |
| Stonehage Fleming Financial Services Holdings Ltd |
St. Helier, Jersey |
Q4 2025 |
222 |
$3.25B |
| SCHARF INVESTMENTS, LLC |
Los Gatos, CA |
Q1 2026 |
70 |
$3.24B |
| Senvest Management, LLC |
New York, NY |
Q4 2025 |
52 |
$3.23B |
| STOCK YARDS BANK & TRUST CO |
Louisville, KY |
Q1 2026 |
396 |
$3.21B |
| Systematic Alpha Investments, LLC |
Princeton, NJ |
Q4 2025 |
229 |
$3.21B |
| SOUND SHORE MANAGEMENT INC /CT/ |
Greenwich, CT |
Q4 2025 |
37 |
$3.14B |
| SUSQUEHANNA ADVISORS GROUP, INC. |
Bala Cynwyd, PA |
Q4 2025 |
143 |
$3.1B |
| Savvy Advisors, Inc. |
New York, NY |
Q4 2025 |
1,003 |
$3.09B |
| SONA ASSET MANAGEMENT (US) LLC |
New York, NY |
Q4 2025 |
120 |
$3.08B |
| SteelPeak Wealth, LLC |
Woodland Hills, CA |
Q4 2025 |
493 |
$3.04B |
| Silvant Capital Management LLC |
Atlanta, GA |
Q4 2025 |
311 |
$2.96B |
| SageView Advisory Group, LLC |
Newport Beach, CA |
Q4 2025 |
2,609 |
$2.96B |
| SUSQUEHANNA FUNDAMENTAL INVESTMENTS, LLC |
Bala Cynwyd, PA |
Q4 2025 |
549 |
$2.93B |
| Spire Wealth Management |
Mclean, VA |
Q1 2026 |
2,250 |
$2.93B |
| Saudi Electronic Games Holding Co |
Riyadh |
Q4 2025 |
1 |
$2.92B |
| Sand Hill Global Advisors, LLC |
Palo Alto, CA |
Q4 2025 |
197 |
$2.87B |
| SCHWARTZ INVESTMENT COUNSEL INC |
Plymouth, MI |
Q4 2025 |
133 |
$2.86B |
| SPROTT INC. |
Toronto, Ontario, Canada |
Q4 2025 |
207 |
$2.79B |
| Sowell Financial Services LLC |
North Little Rock, AR |
Q1 2026 |
1,123 |
$2.7B |
| Saudi Central Bank |
Riyadh, Saudi Arabia |
Q4 2025 |
55 |
$2.68B |
| Shaolin Capital Management LLC |
Miami, FL |
Q4 2025 |
386 |
$2.66B |
| Smartleaf Asset Management LLC |
Boston, MA |
Q4 2025 |
3,478 |
$2.64B |
| ST GERMAIN D J CO INC |
Springfield, MA |
Q1 2026 |
896 |
$2.53B |
| SECURIAN ASSET MANAGEMENT, INC |
St Paul, MN |
Q1 2026 |
925 |
$2.53B |
| Senator Investment Group LP |
New York, NY |
Q4 2025 |
59 |
$2.49B |
| Stratos Investment Management, LLC |
Beachwood, OH |
Q1 2026 |
371 |
$2.49B |
| SBI Okasan Asset Management Co.Ltd. |
Tokyo, Japan |
Q1 2026 |
321 |
$2.44B |
| Steele Capital Management, Inc. |
Dubuque, IA |
Q1 2026 |
86 |
$2.41B |
| SUMMITRY LLC |
Foster City, CA |
Q4 2025 |
251 |
$2.4B |
| Sandy Spring Bank |
Olney, MD |
Q1 2025 |
1,215 |
$2.38B |
| SEIZERT CAPITAL PARTNERS, LLC |
Birmingham, MI |
Q4 2025 |
178 |
$2.37B |
| SOUTH TEXAS MONEY MANAGEMENT LTD |
San Antonio, TX |
Q3 2019 |
416 |
$2.37B |
| STALEY CAPITAL ADVISERS INC |
Pittsburgh, PA |
Q1 2026 |
184 |
$2.36B |
| Soleus Capital Management, L.P. |
Greenwich, CT |
Q4 2025 |
94 |
$2.36B |
| Sageworth Trust Co |
Lancaster, PA |
Q1 2026 |
172 |
$2.33B |
| Sofinnova Investments, Inc. |
Menlo Park, CA |
Q4 2025 |
60 |
$2.32B |
| Sylebra Capital Ltd |
Hong Kong, Hong Kong |
Q3 2023 |
20 |
$2.31B |
| StoneX Group Inc. |
New York, NY |
Q4 2025 |
1,087 |
$2.3B |
| SIMON QUICK ADVISORS, LLC |
Morristown, NJ |
Q4 2025 |
390 |
$2.29B |
| Sullivan, Bruyette, Speros & Blaney, LLC |
Mclean, VA |
Q1 2021 |
416 |
$2.27B |
| Smithfield Trust Co |
Pittsburgh, PA |
Q4 2025 |
1,083 |
$2.26B |
| SOUTHEASTERN ASSET MANAGEMENT INC/TN/ |
Memphis, TN |
Q4 2025 |
53 |
$2.25B |
| SouthState Bank Corp |
Winter Haven, FL |
Q4 2025 |
1,320 |
$2.24B |
| Strategic Financial Services, Inc. |
Utica, NY |
Q4 2025 |
144 |
$2.17B |
| Swan Global Investments, LLC |
Durango, CO |
Q4 2025 |
66 |
$2.11B |
| Sound Income Strategies, LLC |
Ft Lauderdale, FL |
Q1 2026 |
2,584 |
$2.07B |
| SHANDA ASSET MANAGEMENT HOLDINGS Ltd |
Tortola,, Virgin Islands, British |
Q4 2025 |
10 |
$2.07B |
| SAX WEALTH ADVISORS, LLC |
Parsippany, NJ |
Q1 2026 |
482 |
$2.06B |
| SMITH ASSET MANAGEMENT GROUP LP |
Dallas, TX |
Q2 2021 |
363 |
$2.04B |
| SYON CAPITAL LLC |
San Francisco, CA |
Q4 2025 |
895 |
$2.01B |
| SOFI WEALTH, LLC |
San Francisco, CA |
Q4 2025 |
50 |
$2.01B |
| Standard Investments LLC |
New York, NY |
Q4 2025 |
12 |
$2B |
| Spyglass Capital Management LLC |
San Francisco, CA |
Q4 2025 |
25 |
$2B |
| Smith Salley Wealth Management |
Greensboro, NC |
Q1 2026 |
267 |
$1.99B |
| SRB CORP |
Boston, MA |
Q4 2025 |
23 |
$1.95B |
| Stairway Partners, LLC |
Minneapolis, MN |
Q1 2026 |
18 |
$1.93B |
| Saratoga Research & Investment Management |
Saratoga, CA |
Q4 2025 |
47 |
$1.91B |
| SUN LIFE FINANCIAL INC |
Toronto |
Q4 2025 |
39 |
$1.91B |
| SMITH CHAS P & ASSOCIATES PA CPAS |
Lakeland, FL |
Q4 2025 |
174 |
$1.9B |
| SHAPIRO CAPITAL MANAGEMENT LLC |
Atlanta, GA |
Q4 2025 |
48 |
$1.89B |
| SIGMA INVESTMENT COUNSELORS INC |
Northville, MI |
Q1 2026 |
194 |
$1.89B |
| Sage Mountain Advisors LLC |
Atlanta, GA |
Q4 2025 |
559 |
$1.89B |
| Smith Group Asset Management, LLC |
Dallas, TX |
Q4 2025 |
170 |
$1.89B |
| Siemens Fonds Invest GmbH |
Munich |
Q4 2025 |
546 |
$1.88B |
| SUMMIT PARTNERS L P |
Boston, MA |
Q4 2025 |
8 |
$1.87B |
| SYLEBRA CAPITAL LLC |
Palo Alto, CA |
Q4 2025 |
11 |
$1.84B |
| Scottrade Investment Management |
Saint Louis, MO |
Q3 2017 |
8 |
$1.84B |
| Sepio Capital, LP |
Salt Lake City, UT |
Q4 2025 |
362 |
$1.83B |
| SPINNAKER TRUST |
Portland, ME |
Q1 2026 |
284 |
$1.81B |
| Sabal Trust CO |
St. Petersburg, FL |
Q1 2025 |
233 |
$1.8B |
| Silicon Valley Community Foundation |
Mountain View, CA |
Q2 2025 |
4 |
$1.77B |
| Simplicity Wealth,LLC |
Summit, NJ |
Q1 2026 |
748 |
$1.76B |
| Symmetry Partners, LLC |
Glastonbury, CT |
Q1 2026 |
209 |
$1.75B |
| Sourcerock Group LLC |
Denver, CO |
Q4 2025 |
36 |
$1.75B |
| Strategic Blueprint, LLC |
Atlanta, GA |
Q1 2026 |
635 |
$1.72B |
| SIH Partners, LLLP |
Wilmington, DE |
Q4 2025 |
175 |
$1.72B |
| SOMA EQUITY PARTNERS LP |
San Francisco, CA |
Q4 2025 |
16 |
$1.71B |
| Segment Wealth Management, LLC |
Houston, TX |
Q1 2026 |
308 |
$1.7B |
| Summit Global Investments |
Bountiful, UT |
Q4 2025 |
476 |
$1.69B |
| SIEMENS AG |
Munich |
Q4 2025 |
1 |
$1.68B |
| Gestion Sienna |
Paris, France |
Q4 2025 |
150 |
$1.65B |
| Stratos Wealth Advisors, LLC |
Beachwood, OH |
Q1 2026 |
609 |
$1.63B |
| Sather Financial Group Inc |
Victoria, TX |
Q1 2026 |
109 |
$1.63B |
| S&CO INC |
Boston, MA |
Q4 2025 |
218 |
$1.61B |
| STEPHENS GROUP ASSET MANAGEMENT, LLC |
Little Rock, AR |
Q1 2026 |
26 |
$1.57B |
| Soltis Investment Advisors LLC |
St. George, UT |
Q1 2026 |
554 |
$1.54B |
| SWISS RE LTD |
Zurich, Switzerland |
Q4 2025 |
237 |
$1.53B |
| SVB WEALTH LLC |
Boston, MA |
Q1 2026 |
383 |
$1.52B |
| SAGE FINANCIAL GROUP INC |
W. Conshohocken, PA |
Q4 2025 |
106 |
$1.51B |
| Sunbelt Securities, Inc. |
Houston, TX |
Q4 2025 |
2,780 |
$1.5B |
| Simmons Bank |
Pine Bluff, AR |
Q1 2026 |
343 |
$1.49B |
| Sound View Wealth Advisors Group, LLC |
Savannah, GA |
Q4 2025 |
416 |
$1.49B |
| SFMG, LLC |
Plano, TX |
Q4 2025 |
306 |
$1.49B |
| SHUFRO ROSE & CO LLC |
New York, NY |
Q4 2025 |
300 |
$1.48B |
| SSI INVESTMENT MANAGEMENT LLC |
Los Angeles, CA |
Q4 2025 |
254 |
$1.47B |
| SHERMAN PORFOLIOS, LLC |
Coeur D'alene, ID |
Q4 2025 |
156 |
$1.47B |
| Scheer, Rowlett & Associates Investment Management Ltd. |
Toronto, Ontario, Canada |
Q4 2025 |
32 |
$1.46B |
| Signal Advisors Wealth, LLC |
Detroit, MI |
Q1 2026 |
570 |
$1.46B |
| Stonebridge Capital Advisors LLC |
St Paul, MN |
Q4 2025 |
211 |
$1.44B |
| Sonora Investment Management Group, LLC |
Tucson, AZ |
Q3 2025 |
301 |
$1.41B |
| Sandhill Capital Partners LLC |
Buffalo, NY |
Q4 2025 |
104 |
$1.4B |
| SILVER OAK SECURITIES, INCORPORATED |
Jackson, TN |
Q1 2026 |
781 |
$1.37B |
| Strategy Capital LLC |
Los Altos, CA |
Q4 2025 |
11 |
$1.36B |
| Stony Point Capital LLC |
New York, NY |
Q4 2025 |
31 |
$1.36B |
| STEELHEAD PARTNERS LLC |
Seattle, WA |
Q4 2025 |
24 |
$1.35B |
| Strategic Wealth Partners, Ltd. |
Independence, OH |
Q3 2025 |
1,308 |
$1.34B |
| SMITH, MOORE & CO. |
Clayton, MO |
Q4 2025 |
526 |
$1.32B |
| SEVEN GRAND MANAGERS, LLC |
Bronxville, NY |
Q4 2025 |
138 |
$1.31B |
| Stack Financial Management, Inc |
Whitefish, MT |
Q4 2025 |
59 |
$1.31B |
| SCHAPER BENZ & WISE INVESTMENT COUNSEL INC/WI |
Neenah, WI |
Q1 2026 |
158 |
$1.31B |
| Styrax Capital, LP |
New York, NY |
Q4 2025 |
17 |
$1.31B |
| SHP Wealth Management |
Plymouth, MA |
Q4 2025 |
1,553 |
$1.29B |
| SADOFF INVESTMENT MANAGEMENT LLC |
Milwaukee, WI |
Q3 2022 |
86 |
$1.28B |
| SPC Financial, Inc. |
Rockville, MD |
Q3 2025 |
278 |
$1.28B |
| SP Asset Management LLC |
Cupertino, CA |
Q4 2025 |
137 |
$1.26B |
| SPT Invest Management Sarl |
Contern |
Q4 2025 |
0 |
$1.26B |
| Stadion Money Management, LLC |
Watkinsville, GA |
Q4 2025 |
25 |
$1.23B |
| Sone Capital Management, LLC |
New York, NY |
Q4 2025 |
100 |
$1.23B |
| Peter Svennilson |
San Francisco, CA |
Q3 2020 |
7 |
$1.23B |
| Summit Financial Strategies, Inc. |
Columbus, OH |
Q4 2025 |
166 |
$1.22B |
| Stonebridge Financial Group, LLC |
Wormleysburg, PA |
Q1 2026 |
262 |
$1.22B |
| Schechter Investment Advisors, LLC |
Birmingham, MI |
Q1 2025 |
634 |
$1.21B |
| SlateStone Wealth, LLC |
Jupiter, FL |
Q4 2025 |
294 |
$1.2B |
| Sagefield Capital LP |
Dallas, TX |
Q4 2025 |
102 |
$1.18B |
| Sovran Advisors, LLC |
San Diego, CA |
Q4 2025 |
551 |
$1.18B |
| SORA INVESTORS LLC |
Bryn Mawr, PA |
Q4 2025 |
84 |
$1.16B |
| SNS Financial Group, LLC |
Minneapolis, MN |
Q1 2026 |
208 |
$1.16B |
| Strategic Investment Advisors / MI |
Farmington Hills, MI |
Q4 2025 |
240 |
$1.16B |
| STEWART WEST INDIES TRADING CO., LTD |
Boulder, CO |
Q1 2018 |
19 |
$1.16B |
| SVA Wealth Management, LLC |
Madison, WI |
Q4 2020 |
229 |
$1.15B |
| Salomon & Ludwin, LLC |
Richmond, VA |
Q4 2025 |
2,137 |
$1.13B |
| Smith Anglin Financial, LLC |
Dallas, TX |
Q2 2025 |
209 |
$1.1B |
| Silicon Valley Capital Partners |
San Jose, CA |
Q4 2025 |
264 |
$1.1B |
| Stokes Family Office, LLC |
New Orleans, LA |
Q4 2025 |
310 |
$1.09B |
| Sheaff Brock Investment Advisors, LLC |
Indianapolis, IN |
Q1 2025 |
451 |
$1.09B |
| Shepherd Financial Partners LLC |
Winchester, MA |
Q4 2025 |
246 |
$1.08B |
| Southeast Asset Advisors, LLC |
Thomasville, GA |
Q4 2025 |
217 |
$1.05B |
| Syntegra Private Wealth Group, LLC |
Chesterfield, MO |
Q1 2026 |
189 |
$1.05B |
| SPIREPOINT PRIVATE CLIENT, LLC |
Vero Beach, FL |
Q1 2026 |
322 |
$1.05B |
| Shellback Capital, LP |
Boston, MA |
Q4 2025 |
85 |
$1.05B |
| Sixth Street Partners Management Company, L.P. |
Dallas, TX |
Q4 2025 |
7 |
$1.04B |
| SEEYOND |
Paris, France |
Q4 2022 |
602 |
$1.03B |
| SENTINEL TRUST CO LBA |
Houston, TX |
Q4 2025 |
133 |
$1.02B |
| Segantii Capital Management Ltd |
Hong Kong, Hong Kong |
Q1 2024 |
89 |
$1.01B |
| Strategies Wealth Advisors, LLC |
Grand Rapids, MI |
Q4 2025 |
187 |
$998.17M |
| SHELL ASSET MANAGEMENT CO |
The Hague |
Q3 2025 |
1,141 |
$995.66M |
| Suncoast Equity Management |
Tampa, FL |
Q4 2025 |
90 |
$989.9M |
| SWF LLC |
Omaha, NE |
Q4 2025 |
10 |
$988.83M |
| STANSBERRY ASSET MANAGEMENT, LLC |
Westlake, TX |
Q4 2025 |
145 |
$987.3M |
| SPX Gestao de Recursos Ltda |
Rio De Janeiro, Brazil |
Q4 2025 |
63 |
$977.02M |
| Steigerwald, Gordon & Koch Inc. |
Leesburg, VA |
Q1 2026 |
779 |
$974.16M |
| SYM FINANCIAL Corp |
Winona Lake, IN |
Q4 2025 |
414 |
$973.3M |
| Samsara BioCapital, LLC |
Palo Alto, CA |
Q4 2025 |
21 |
$969.26M |
| Southern Farm Bureau Life Insurance |
Jackson, MS |
Q4 2025 |
16 |
$968.4M |
| Synergy Asset Management, LLC |
Vancouver, WA |
Q4 2025 |
227 |
$961.55M |
| STEEL GROVE CAPITAL ADVISORS, LLC |
Memphis, TN |
Q4 2025 |
200 |
$961.01M |
| Sunriver Management LLC |
Greenwich, CT |
Q4 2025 |
23 |
$953.87M |
| Silver Lake West VoteCo, L.L.C. |
Menlo Park, CA |
Q4 2025 |
0 |
$951.48M |
| SUMMIT WEALTH GROUP LLC / CO |
Colorado Springs, CO |
Q1 2026 |
339 |
$950.36M |
| SHENKMAN CAPITAL MANAGEMENT INC |
New York, NY |
Q4 2025 |
97 |
$947.83M |
| Sierra Capital LLC |
Miami, FL |
Q4 2025 |
198 |
$945.02M |
| SeaCrest Wealth Management, LLC |
Purchase, NY |
Q1 2026 |
635 |
$935.01M |
| SG Capital Management LLC |
Chicago, IL |
Q4 2025 |
59 |
$913.59M |
| State of Wyoming |
Cheyenne, WY |
Q4 2025 |
1,780 |
$913M |
| SCHWERIN BOYLE CAPITAL MANAGEMENT INC |
Springfield, MA |
Q4 2025 |
46 |
$912.7M |
| SB Global Advisers Ltd |
London, United Kingdom |
Q4 2022 |
10 |
$911.69M |
| Strategic Wealth Partners Group, LLC |
Deerfield, IL |
Q1 2024 |
70 |
$906.2M |
| Stockman Wealth Management, Inc. |
Billings, MT |
Q1 2026 |
178 |
$906.19M |
| Sendero Wealth Management, LLC |
San Antonio, TX |
Q1 2026 |
205 |
$904.08M |
| SIR Capital Management, L.P. |
New York, NY |
Q4 2025 |
80 |
$903.8M |
| SIGNET FINANCIAL MANAGEMENT, LLC |
Parsippany, NJ |
Q4 2025 |
287 |
$894.8M |
| SHEETS SMITH WEALTH MANAGEMENT |
Winston Salem, NC |
Q1 2026 |
393 |
$888.48M |
| Schneider Downs Wealth Management Advisors, LP |
Pittsburgh, PA |
Q4 2025 |
156 |
$887.15M |
| StrategIQ Financial Group, LLC |
Merrillville, IN |
Q4 2023 |
316 |
$885.15M |
| Stillwater Capital Advisors, LLC |
Devon, PA |
Q1 2026 |
68 |
$876.09M |
| SIMMONS FIRST TRUST CO NA |
Pine Bluff, AR |
Q4 2015 |
286 |
$875.37M |
| Souders Financial Advisors |
Cincinnati, OH |
Q4 2025 |
208 |
$873.24M |
| St. Louis Trust Co |
Saint Louis, MO |
Q4 2025 |
146 |
$872.07M |
| SEMPER AUGUSTUS INVESTMENTS GROUP LLC |
Highlands Ranch, CO |
Q4 2025 |
39 |
$869.56M |
| Smith, Graham & Co., Investment Advisors, LP |
Houston, TX |
Q4 2023 |
141 |
$868.06M |
| SIEMENS PENSION TRUST E V |
Munich Germany, Germany |
Q4 2025 |
1 |
$844.24M |
| Seilern Investment Management Ltd |
London |
Q1 2026 |
24 |
$838.49M |
| Spectrum Wealth Counsel, LLC |
Indianapolis, IN |
Q1 2025 |
365 |
$832.89M |
| Sloy Dahl & Holst, LLC |
Vancouver, WA |
Q4 2025 |
115 |
$832.7M |
| SPRUCEGROVE INVESTMENT MANAGEMENT LTD |
Toronto, Ontario, Canada |
Q4 2025 |
40 |
$829.77M |
| STRATTON MANAGEMENT CO |
King Of Prussia, PA |
Q4 2015 |
215 |
$823.66M |
| SJS Investment Consulting Inc. |
Sylvania, OH |
Q1 2026 |
2,473 |
$818.64M |
| Strategic Wealth Investment Group, LLC |
Louisville, KY |
Q4 2025 |
93 |
$813.63M |
| Standard General L.P. |
New York, NY |
Q4 2025 |
3 |
$811.74M |
| Stanley-Laman Group, Ltd. |
Berwyn, PA |
Q1 2026 |
295 |
$809.02M |
| Strid Group, LLC |
Newtown Square, PA |
Q1 2026 |
85 |
$806.89M |
| Savoie Capital LLC |
Chicago, IL |
Q2 2025 |
92 |
$804.56M |
| SIRIOS CAPITAL MANAGEMENT L P |
Boston, MA |
Q4 2025 |
74 |
$803.32M |
| Sonora Investment Management, LLC |
Tucson, AZ |
Q3 2021 |
1,064 |
$797.7M |
| Sargent Investment Group, LLC |
Bethesda, MD |
Q4 2025 |
261 |
$797.21M |
| SkyView Investment Advisors, LLC |
Shrewsbury, NJ |
Q4 2025 |
331 |
$792.15M |
| SPOT TRADING L.L.C. |
Chicago, IL |
Q3 2017 |
688 |
$783.9M |
| S-Bank Fund Management Ltd |
Helsinki, Finland |
Q4 2025 |
176 |
$771.37M |
| Slow Capital, Inc. |
Greenbrae, CA |
Q1 2026 |
104 |
$770M |
| Stux Capital Management, LLC |
New York, NY |
Q2 2014 |
444 |
$765.88M |
| Skylands Capital, LLC |
Milwaukee, WI |
Q1 2026 |
155 |
$763.03M |
| Symphony Financial, Ltd. Co. |
Houston, TX |
Q1 2026 |
315 |
$755.03M |
| Sharkey, Howes & Javer |
Denver, CO |
Q1 2026 |
153 |
$742.33M |
| Infond D.o.o. Sava |
Maribor, Slovenia |
Q4 2025 |
222 |
$740.63M |
| SP Asset Management |
Cupertino, CA |
Q3 2022 |
107 |
$730.71M |
| Sciencast Management LP |
Princeton, NJ |
Q4 2025 |
283 |
$723.19M |
| Simcoe Capital Management, LLC |
New York, NY |
Q4 2025 |
14 |
$719.07M |
| SOUTHERNSUN ASSET MANAGEMENT, LLC |
Memphis, TN |
Q4 2025 |
32 |
$716.37M |
| STRATEGIC PLANNING GROUP, LLC |
Bountiful, UT |
Q1 2026 |
72 |
$715.35M |
| South Street Advisors LLC |
New York, NY |
Q4 2025 |
73 |
$712.19M |
| Summit Asset Management, LLC |
Memphis, TN |
Q4 2025 |
171 |
$706.72M |
| SR ONE CAPITAL MANAGEMENT, LP |
Redwood City, CA |
Q4 2025 |
13 |
$706.38M |
| SKBA CAPITAL MANAGEMENT LLC |
San Francisco, CA |
Q4 2025 |
80 |
$704.38M |
| SNOW CAPITAL MANAGEMENT LP |
Sewickley, PA |
Q2 2021 |
136 |
$699.51M |
| Summit Financial Wealth Advisors, LLC |
Lafayette, LA |
Q4 2025 |
195 |
$698.62M |
| SILVERARC CAPITAL MANAGEMENT, LLC |
Boston, MA |
Q4 2025 |
64 |
$691.15M |
| SIERRA SUMMIT ADVISORS LLC |
Incline Village, NV |
Q1 2026 |
180 |
$688.12M |
| Strategic Point Investment Advisors, LLC |
Providence, RI |
Q1 2026 |
35 |
$688M |
| Security National Bank |
Omaha, NE |
Q1 2026 |
411 |
$686.66M |
| STERNE AGEE GROUP, INC. |
Birmingham, AL |
Q1 2015 |
324 |
$681.32M |
| SENTINEL PENSION ADVISORS, LLC |
Wakefield, MA |
Q1 2026 |
137 |
$676.43M |
| SMITHBRIDGE ASSET MANAGEMENT INC/DE |
Chadds Ford, PA |
Q1 2026 |
183 |
$674.2M |
| Stablepoint Partners, LLC |
Braintree, MA |
Q1 2026 |
260 |
$672.59M |
| SILVERBACK ASSET MANAGEMENT LLC |
Durham, NC |
Q4 2025 |
54 |
$669.05M |
| STEWART & PATTEN CO LLC |
Lafayette, CA |
Q1 2024 |
94 |
$668.92M |
| SAWGRASS ASSET MANAGEMENT LLC |
Ponte Vedra Beach, FL |
Q1 2026 |
193 |
$664.16M |
| SC&H Financial Advisors, Inc. |
Hunt Valley, MD |
Q1 2026 |
155 |
$663.23M |
| Strategic Global Advisors, LLC |
Newport Beach, CA |
Q4 2025 |
137 |
$647.34M |
| SageGuard Financial Group, LLC |
Goodlettsville, TN |
Q1 2026 |
196 |
$646.25M |
| Soundwatch Capital LLC |
Rowayton, CT |
Q4 2025 |
48 |
$644.76M |
| Sahana Capital Management LP |
Greenwich, CT |
Q2 2024 |
10 |
$644.61M |
| SCHNIEDERS CAPITAL MANAGEMENT, LLC. |
Pasadena, CA |
Q4 2025 |
217 |
$641.62M |
| SFE Investment Counsel |
Los Angeles, CA |
Q4 2025 |
143 |
$641.34M |
| SYQUANT CAPITAL SAS |
Paris, France |
Q1 2026 |
40 |
$640.32M |
| SunTx Capital II Management Corp. |
Dallas, TX |
Q3 2020 |
0 |
$638.75M |
| Stearns Financial Services Group |
Greensboro, NC |
Q3 2020 |
207 |
$638.47M |
| Strategic Advisors LLC |
New York, NY |
Q4 2025 |
180 |
$638.45M |
| Steinberg Global Asset Management |
Boca Raton, FL |
Q1 2019 |
255 |
$638.06M |
| Shannon River Fund Management LLC |
New York, NY |
Q4 2025 |
26 |
$637.51M |
| SevenBridge Financial Group, LLC |
Harrisburg, PA |
Q1 2026 |
201 |
$637.17M |
| Security Financial Services, INC. |
Fort Wayne, IN |
Q4 2025 |
212 |
$636.94M |
| Thomas W. Smith |
Boca Raton, FL |
Q4 2025 |
6 |
$636.53M |
| Summit Street Capital Management, LLC |
New York, NY |
Q4 2025 |
31 |
$636.19M |
| Summit Creek Advisors LLC |
Minneapolis, MN |
Q4 2025 |
67 |
$635.57M |
| SilverOak Wealth Management LLC |
Edina, MN |
Q1 2026 |
121 |
$632.44M |
| Summit Wealth Partners, LLC |
Orlando, FL |
Q1 2026 |
271 |
$631.68M |
| Secure Asset Management, LLC |
Troy, MI |
Q1 2026 |
317 |
$631.19M |
| SANDERS MORRIS HARRIS LLC |
Houston, TX |
Q1 2026 |
297 |
$629.8M |
| Shay Capital LLC |
New York, NY |
Q4 2025 |
383 |
$628.37M |
| St. James Investment Company, LLC |
Southlake, TX |
Q4 2025 |
30 |
$623.15M |
| Stamos Capital Partners, L.P. |
Menlo Park, CA |
Q4 2025 |
136 |
$622.31M |
| Solel Partners LP |
Boston, MA |
Q4 2025 |
22 |
$618.24M |
| STRATEGY ASSET MANAGERS LLC |
Pasadena, CA |
Q4 2025 |
253 |
$608.28M |
| SMI Advisory Services, LLC |
Columbus, IN |
Q1 2026 |
60 |
$606.93M |
| San Luis Wealth Advisors LLC |
San Luis Obispo, CA |
Q1 2026 |
172 |
$604.36M |
| Sio Capital Management, LLC |
New York, NY |
Q4 2025 |
65 |
$603.16M |
| Summit Equities Inc |
Parsippany, NJ |
Q3 2018 |
40 |
$601.27M |
| Stanley Capital Management, LLC |
Houston, TX |
Q4 2025 |
39 |
$598.08M |
| SCHMIDT P J INVESTMENT MANAGEMENT INC |
Cedarburg, WI |
Q1 2026 |
212 |
$594.62M |
| STEWARD PARTNERS INVESTMENT SOLUTIONS, LLC |
Portland, OR |
Q1 2024 |
257 |
$594.17M |
| STEGINSKY CAPITAL LLC |
Port Washington, NY |
Q4 2025 |
8 |
$593.44M |
| Scarborough Advisors, LLC |
Annapolis, MD |
Q4 2025 |
462 |
$592.36M |
| SeaBridge Investment Advisors LLC |
Summit, NJ |
Q1 2026 |
188 |
$591.06M |
| Spark Growth Management Partners LLC |
Boston, MA |
Q1 2021 |
1 |
$590.56M |
| Kurt F. Somerville |
Boston, MA |
Q4 2025 |
103 |
$589.69M |
| Sky Investment Group LLC |
Hartford, CT |
Q1 2026 |
140 |
$583.4M |
| STEMPOINT CAPITAL LP |
New York, NY |
Q4 2025 |
75 |
$582.55M |
| Sovereign Financial Group, Inc. |
Stamford, CT |
Q1 2026 |
362 |
$574.88M |
| SIG North Trading, ULC |
Bala Cynwyd, PA |
Q4 2025 |
81 |
$571.09M |
| SELZ CAPITAL LLC |
New York, NY |
Q4 2019 |
62 |
$569.76M |
| SCHNIEDERS CAPITAL MANAGEMENT LLC |
Pasadena, CA |
Q2 2025 |
224 |
$569.66M |
| Symetra Investment Management Co |
Farmington, CT |
Q4 2025 |
7 |
$568.25M |
| Spear Holdings RSC Ltd |
Dubai |
Q4 2025 |
11 |
$567.18M |
| Stone House Investment Management, LLC |
Tunkhannock, PA |
Q1 2026 |
1,067 |
$558.05M |
| SHAH CAPITAL MANAGEMENT |
Raleigh, NC |
Q1 2026 |
11 |
$554.53M |
| Stenger Family Office, LLC |
Naperville, IL |
Q1 2026 |
117 |
$551.41M |
| Sensible Financial Planning & Management, LLC. |
Waltham, MA |
Q3 2025 |
31 |
$550.65M |
| SOA Wealth Advisors, LLC. |
New York, NY |
Q4 2025 |
867 |
$549.49M |
| STUDIO INVESTMENT MANAGEMENT LLC |
Chicago, IL |
Q4 2025 |
179 |
$547.3M |
| SkyOak Wealth, LLC |
Southfield, MI |
Q1 2026 |
255 |
$546.07M |
| Saturn V Capital Management LP |
Austin, TX |
Q4 2025 |
20 |
$544.9M |
| Sompo Asset Management Co., Ltd. |
Tokyo, Japan |
Q1 2026 |
180 |
$544.75M |
| Stieven Capital Advisors, L.P. |
St. Louis, MO |
Q4 2025 |
38 |
$539.42M |
| Symmetry Investments LP |
St Helier |
Q4 2025 |
89 |
$536.73M |
| SAGE RHINO CAPITAL LLC |
Menlo Park, CA |
Q1 2026 |
328 |
$534.51M |
| Jeffrey C. Smith |
Fort Lauderdale, FL |
Q4 2025 |
0 |
$534.26M |
| Strong Tower Advisory Services |
Minneapolis, MN |
Q1 2026 |
92 |
$531.41M |
| ShawSpring Partners LLC |
Boston, MA |
Q4 2025 |
11 |
$531.11M |
| Steadview Capital Management LLC |
San Francisco, CA |
Q1 2026 |
12 |
$531.09M |
| Sugarloaf Wealth Management, LLC |
Duluth, GA |
Q4 2024 |
686 |
$528.02M |
| Sterling Investment Advisors, Ltd. |
Berwyn, PA |
Q4 2025 |
209 |
$522.29M |
| SEEDS INVESTOR LLC |
New York, NY |
Q4 2025 |
266 |
$521.7M |
| SUFFOLK CAPITAL MANAGEMENT LLC |
New York, NY |
Q4 2018 |
124 |
$521.04M |
| Solidarity Wealth, LLC |
Lehi, UT |
Q1 2026 |
83 |
$520.75M |
| Spectrum Financial Alliance Ltd LLC |
Nicholasville, KY |
Q1 2026 |
30 |
$520.31M |
| Sunburst Financial Group, LLC |
Vestavia Hills, AL |
Q1 2026 |
128 |
$519.66M |
| SYCOMORE ASSET MANAGEMENT |
Paris, France |
Q4 2025 |
65 |
$519.64M |
| Sands Capital Alternatives, LLC |
Arlington, VA |
Q4 2025 |
20 |
$518.47M |
| SATOVSKY ASSET MANAGEMENT LLC |
New York, NY |
Q4 2025 |
72 |
$515.98M |
| SACHEM HILL LLC |
Denver, CO |
Q4 2025 |
66 |
$514.7M |
| Systelligence, LLC |
Bloomington, MN |
Q1 2026 |
56 |
$514.38M |
| Southland Equity Partners LLC |
Wildwood, MO |
Q1 2026 |
273 |
$513.07M |
| Salient Private Client, LLC |
Houston, TX |
Q3 2018 |
108 |
$512.69M |
| SPIRIT OF AMERICA MANAGEMENT CORP/NY |
Syosset, NY |
Q1 2026 |
306 |
$506.6M |
| Shorepoint Capital Partners LLC |
Norwood, MA |
Q3 2025 |
98 |
$502.76M |
| Robert N. Shapiro |
Boston, MA |
Q4 2014 |
1,052 |
$500.29M |
| Scissortail Wealth Management, LLC |
Tulsa, OK |
Q1 2026 |
115 |
$497.62M |
| Serenus Wealth Advisors, LLC |
Santa Monica, CA |
Q1 2026 |
68 |
$495.6M |
| Sivia Capital Partners, LLC |
Mill Valley, CA |
Q4 2025 |
553 |
$493.89M |
| Scott Capital Advisors, LLC |
Portland, OR |
Q1 2026 |
58 |
$493.19M |
| Spinnaker Investment Group, LLC |
Newport Beach, CA |
Q1 2026 |
147 |
$490.95M |
| SCHAFER CULLEN CAPITAL MANAGEMENT INC |
New York, NY |
Q1 2021 |
58 |
$490.55M |
| SMITH HAYES Advisers, Inc |
Lincoln, NE |
Q1 2016 |
306 |
$486.89M |
| Second Line Capital, LLC |
Metairie, LA |
Q4 2025 |
167 |
$486.58M |
| Stordahl Capital Management, Inc. |
Greenwood Village, CO |
Q1 2026 |
63 |
$485.52M |
| SCHWARZ DYGOS WHEELER INVESTMENT ADVISORS LLC |
Minneapolis, MN |
Q4 2025 |
169 |
$484.19M |
| SQUADRA INVESTMENTS - GESTAO DE RECURSOS LTDA. |
Rio De Janeiro, Brazil |
Q4 2025 |
5 |
$483.58M |
| SPHERA FUNDS MANAGEMENT LTD. |
Tel Aviv, Israel |
Q4 2025 |
94 |
$478.53M |
| Stonebrook Private Inc. |
Northville, MI |
Q4 2025 |
209 |
$477.68M |
| STEEL PARTNERS HOLDINGS L.P. |
New York, NY |
Q4 2025 |
10 |
$477.21M |
| Stokes & Hubbell Capital Management, LLC |
New Orleans, LA |
Q1 2019 |
134 |
$475.65M |
| SILVERLAKE WEALTH MANAGEMENT LLC |
Williston, VT |
Q1 2026 |
374 |
$473.98M |
| SCOPIA CAPITAL MANAGEMENT LP |
New York, NY |
Q4 2025 |
27 |
$472.4M |
| Shulman DeMeo Asset Management LLC |
Lake Success, NY |
Q1 2026 |
140 |
$470.9M |
| Smith & Howard Wealth Management, LLC |
Atlanta, GA |
Q1 2026 |
88 |
$462.44M |
| Sanchez Wealth Management Group |
Jacksonville, FL |
Q1 2026 |
53 |
$462.36M |
| Sweet Financial Partners, LLC |
Fairmont, MN |
Q3 2024 |
198 |
$461.79M |
| Spectrum Management Group, LLC |
Indianapolis, IN |
Q3 2022 |
237 |
$460.28M |
| SUSQUEHANNA TRUST & INVESTMENT CO |
Lititz, PA |
Q2 2015 |
110 |
$457.27M |
| Safeguard Financial, LLC |
Minocqua, WI |
Q1 2025 |
105 |
$456.47M |
| Shelter Mutual Insurance Co |
Columbia, MO |
Q1 2026 |
58 |
$449.76M |
| Stokes Capital Advisors, LLC |
Greenwood, SC |
Q1 2026 |
104 |
$446.01M |
| Strategic Family Wealth Counselors, L.L.C. |
Fairfield, NJ |
Q4 2025 |
217 |
$445.51M |
| SoftVest Advisors, LLC |
Abilene, TX |
Q4 2025 |
2 |
$444.72M |
| Spruce House Partnership LLC |
New York, NY |
Q4 2025 |
0 |
$443.97M |
| SPEECE THORSON CAPITAL GROUP INC |
Minnetonka, MN |
Q1 2026 |
38 |
$438.99M |
| Gamma As Sector |
Oslo, Norway |
Q4 2025 |
36 |
$438.71M |
| Single Point Partners, LLC |
Boston, MA |
Q1 2026 |
83 |
$437.95M |
| SAIF Advisors Ltd |
Admiralty, Hong Kong |
Q2 2021 |
3 |
$437.57M |
| Schusterman Interests, LLC |
Tulsa, OK |
Q4 2025 |
9 |
$436.94M |
| Stewardship Advisors, LLC |
Mount Joy, PA |
Q1 2026 |
168 |
$435.25M |
| Sage Capital Advisors,llc |
Sioux Falls, SD |
Q1 2026 |
129 |
$431.17M |
| SG Trading Solutions, LLC |
Bountiful, UT |
Q4 2025 |
211 |
$430.82M |
| SECURITY NATIONAL TRUST CO |
Wheeling, WV |
Q3 2021 |
391 |
$430.23M |
| Square Wave Capital, LLC |
Brooklyn, NY |
Q4 2025 |
9 |
$430.22M |
| Summit Wealth Group, LLC |
White River Junction, VT |
Q4 2025 |
119 |
$428.28M |
| SUMMIT WEALTH & RETIREMENT PLANNING, INC. |
Eagle, ID |
Q4 2025 |
112 |
$424.67M |
| Syverson Strege & Co |
West Des Moines, IA |
Q4 2025 |
166 |
$422.53M |
| Shakespeare Wealth Management, LLC |
Pewaukee, WI |
Q1 2026 |
97 |
$422.33M |
| Sanford Advisory Services, LLC |
Portage, MI |
Q4 2022 |
119 |
$419.89M |
| Solus Alternative Asset Management LP |
Summit, NJ |
Q4 2025 |
10 |
$418.34M |
| STEVENS CAPITAL PARTNERS |
Omaha, NE |
Q1 2026 |
126 |
$415.88M |
| Sequent Planning LLC |
Omaha, NE |
Q1 2026 |
242 |
$413.58M |
| Standpoint Asset Management, LLC |
Scottsdale, AZ |
Q1 2026 |
8 |
$412.3M |
| Sollinda Capital Management LLC |
Miami, FL |
Q1 2026 |
75 |
$411.44M |
| SignalPoint Asset Management, LLC |
Springfield, MO |
Q4 2024 |
253 |
$410.71M |
| Strategic Investment Solutions, Inc. /IL |
Orland Park, IL |
Q1 2026 |
669 |
$410.31M |
| SWS Partners |
Columbus, OH |
Q1 2026 |
112 |
$402.75M |
| SailingStone Capital Partners LLC |
Houston, TX |
Q4 2025 |
15 |
$402.46M |
| SAYBROOK CAPITAL /NC |
Winston Salem, NC |
Q4 2025 |
41 |
$401.7M |
| Sovereign Investment Advisors, LLC |
Phoenix, AZ |
Q4 2025 |
39 |
$399.79M |
| Sunflower Bank, N.A. |
Dallas, TX |
Q1 2026 |
155 |
$392.38M |
| Safeguard Investment Advisory Group, LLC |
Corona, CA |
Q4 2025 |
148 |
$390.91M |
| Strategic Advocates LLC |
Logan, UT |
Q4 2025 |
634 |
$390.86M |
| Sicart Associates LLC |
New York, NY |
Q1 2026 |
74 |
$389.28M |
| Semmax Financial Advisors Inc. |
Winston Salem, NC |
Q2 2025 |
426 |
$388.18M |
| SEARLE & CO. |
Greenwich, CT |
Q4 2025 |
187 |
$387.58M |
| Scott & Selber, Inc. |
Houston, TX |
Q1 2026 |
91 |
$387.32M |
| Seafarer Capital Partners, LLC |
Corte Madera, CA |
Q4 2025 |
9 |
$384.95M |
| STONNINGTON GROUP, LLC |
Pasadena, CA |
Q1 2023 |
234 |
$383.85M |
| SEG Family Corp. |
Toronto |
Q4 2025 |
1 |
$382.67M |
| Southside Capital, LLC |
Miami Beach, FL |
Q4 2019 |
70 |
$381.88M |
| SOROS CAPITAL MANAGEMENT LLC |
New York, NY |
Q4 2025 |
57 |
$381.09M |
| Selkirk Management LLC |
Chatham, NJ |
Q4 2025 |
12 |
$378.12M |
| SERENITY CAPITAL MANAGEMENT PTE. LTD. |
Singapore, Singapore |
Q4 2025 |
9 |
$376.78M |
| Shilanski & Associates, Inc. |
Anchorage, AK |
Q3 2025 |
109 |
$376.27M |
| SW Investment Management LLC |
Telluride, CO |
Q4 2025 |
7 |
$375.94M |
| St. Clair Advisors, LLC |
Mayfield Hts, OH |
Q1 2026 |
82 |
$375.85M |
| Straight Path Wealth Management |
Jenison, MI |
Q1 2026 |
129 |
$374.35M |
| Siena Capital Partners GP, LLC |
Evanston, IL |
Q4 2025 |
100 |
$372.47M |
| Stillwater Investment Management, LLC |
Stillwater, MN |
Q1 2023 |
81 |
$371.96M |
| Surevest, LLC |
Los Angeles, CA |
Q3 2022 |
509 |
$367.53M |
| Slotnik Capital, LLC |
Dallas, TX |
Q4 2025 |
28 |
$365.24M |
| Strata Wealth Advisors, LLC |
Dallas, TX |
Q1 2026 |
87 |
$364.68M |
| Steamboat Capital Partners, LLC |
Rye, NY |
Q4 2025 |
59 |
$364.56M |
| Squire Investment Management Company, LLC |
Orem, UT |
Q1 2026 |
76 |
$359.77M |
| Stone Summit Wealth LLC |
Miami, FL |
Q1 2026 |
142 |
$359.34M |
| Scale Management, LLC |
Foster City, CA |
Q4 2020 |
3 |
$359.22M |
| SK Wealth Management, LLC |
Providence, RI |
Q4 2025 |
79 |
$358.67M |
| Science & Technology Partners, L.P. |
Greenwich, CT |
Q4 2025 |
24 |
$357.93M |
| Sterling Investment Counsel, LLC |
Buffalo, NY |
Q1 2026 |
196 |
$356.85M |
| Sandbox Financial Partners, LLC |
Bethesda, MD |
Q1 2026 |
117 |
$355.62M |
| Supplemental Annuity Collective Trust of NJ |
Trenton, NJ |
Q1 2026 |
297 |
$354.85M |
| ShankerValleau Wealth Advisors, Inc. |
Skokie, IL |
Q1 2026 |
39 |
$354.82M |
| Strathmore Capital Advisors, Inc. |
Charlotte, NC |
Q1 2026 |
138 |
$352.25M |
| Starr Indemnity & Liability Co |
New York, NY |
Q4 2025 |
4 |
$352.08M |
| Shelter Haven Capital Management, L.P. |
Summit, NJ |
Q4 2021 |
11 |
$351.27M |
| Spider Management Company, LLC |
Richmond, VA |
Q1 2026 |
5 |
$350.57M |
| Sterling Wealth Management, Inc. |
Champaign, IL |
Q4 2025 |
106 |
$350.54M |
| STEPH & CO |
Marinette, WI |
Q1 2026 |
301 |
$350.54M |
| Seaside Wealth Management, Inc. |
Carlsbad, CA |
Q4 2025 |
63 |
$350.5M |
| SWMG, LLC |
Fort Worth, TX |
Q1 2026 |
120 |
$350.18M |
| Spot Trading L.L.C |
Chicago, IL |
Q1 2017 |
673 |
$350.16M |
| Seven Springs Wealth Group, LLC |
Brentwood, TN |
Q4 2025 |
83 |
$350.05M |
| SRH ADVISORS, LLC |
Salina, KS |
Q1 2026 |
278 |
$349.45M |
| Seascape Capital Management |
Portsmouth, NH |
Q1 2026 |
91 |
$347.3M |
| SHIKIAR ASSET MANAGEMENT INC |
New York, NY |
Q1 2026 |
103 |
$346.8M |
| S.E.E.D. Planning Group LLC |
Binghamton, NY |
Q1 2026 |
89 |
$344.35M |
| SINGAPORE TECHNOLOGIES TELEMEDIA PTE LTD |
Singapore, Singapore |
Q4 2025 |
1 |
$343.27M |
| SPT Holding Sarl |
Contern |
Q4 2025 |
0 |
$343.02M |
| Smart Money Group LLC |
Eastland, TX |
Q4 2025 |
85 |
$342.86M |
| SS&H Financial Advisors, Inc. |
Troy, MI |
Q4 2025 |
125 |
$342.72M |
| SMART Wealth LLC |
Omaha, NE |
Q1 2026 |
207 |
$341.49M |
| Seneca Financial Advisors LLC |
Rochester, NY |
Q1 2026 |
64 |
$341.27M |
| Shoker Investment Counsel, Inc. |
Oxford, OH |
Q4 2025 |
111 |
$341.25M |
| SunTx Capital Management Corp. |
Dallas, TX |
Q1 2022 |
1 |
$340.9M |
| SWEENEY & MICHEL, LLC |
Chico, CA |
Q1 2026 |
145 |
$340.12M |
| Source Financial Advisors LLC |
New York, NY |
Q3 2024 |
119 |
$338.49M |
| Solitude Financial Services |
Charlottesville, VA |
Q1 2026 |
39 |
$338.14M |
| Sandy Cove Advisors, LLC |
Hingham, MA |
Q4 2025 |
142 |
$337.61M |
| STONEHILL CAPITAL MANAGEMENT LLC |
New York, NY |
Q4 2025 |
22 |
$334.15M |
| Silverleafe Capital Partners, LLC |
Germantown, TN |
Q1 2026 |
95 |
$332.05M |
| Sterling Financial Planning, Inc. |
Sparta, NJ |
Q4 2025 |
120 |
$331.81M |
| Snider Financial Group |
Bellevue, WA |
Q1 2026 |
102 |
$331.41M |
| Selective Wealth Management, Inc. |
Forest, VA |
Q1 2026 |
120 |
$330.13M |
| Sensible Money, LLC |
Scottsdale, AZ |
Q1 2026 |
86 |
$328.72M |
| Stiles Financial Services Inc |
Edina, MN |
Q1 2026 |
177 |
$327.25M |
| Somerset Trust Co |
Somerset, PA |
Q1 2026 |
174 |
$326.06M |
| Sage Financial Management Group, Inc. |
Mclean, VA |
Q1 2026 |
57 |
$325.36M |
| SHAYNE & JACOBS, LLC |
Nashville, TN |
Q1 2026 |
94 |
$323.6M |
| Sara-Bay Financial |
Sarasota, FL |
Q1 2026 |
81 |
$323.47M |
| Select Asset Management & Trust |
Mechanicsburg, PA |
Q4 2025 |
76 |
$321.51M |
| Strategic Capital Group LLC |
Gig Harbor, WA |
Q2 2014 |
263 |
$320.51M |
| SAM Advisors, LLC |
Oakhurst, CA |
Q1 2026 |
47 |
$319.03M |
| Storen Legacy Partners, LLC |
Zionsville, IN |
Q1 2026 |
102 |
$318.99M |
| Sound View Wealth Advisors, LLC |
Savannah, GA |
Q1 2019 |
248 |
$318.98M |
| Solari Capital Management, LLC |
Palm Beach Gardens, FL |
Q3 2025 |
1 |
$317.61M |
| Snow Phipps Group, LLC |
New York, NY |
Q1 2026 |
2 |
$317.6M |
| S&T BANK/PA |
Indiana, PA |
Q4 2025 |
413 |
$316.21M |
| Sterling Financial Group, Inc. |
Pasadena, CA |
Q3 2025 |
73 |
$315.54M |
| Shaker Financial Services, LLC |
Arlington, VA |
Q4 2025 |
165 |
$315.47M |
| Spectrum Asset Management, Inc. (NB/CA) |
Newport Beach, CA |
Q1 2026 |
107 |
$314.78M |
| Sentry LLC |
Memphis, TN |
Q1 2026 |
118 |
$314.3M |
| Silver Coast Investments LLC |
San Diego, United States |
Q1 2026 |
119 |
$313.36M |
| Samjo Management, LLC |
New York, NY |
Q4 2025 |
57 |
$312.43M |
| Steward Financial Group LLC |
Colleyville, TX |
Q3 2023 |
1,319 |
$311.29M |
| Sophron Capital Management L.P. |
Summit, NJ |
Q4 2025 |
39 |
$311.06M |
| Schiavi & Co LLC |
Wilmington, DE |
Q4 2025 |
46 |
$309.62M |
| Penzisko Drushtvo A.d. Skopje Sava |
Skopje |
Q4 2025 |
25 |
$309.58M |
| Stephens Consulting, LLC |
Flint, MI |
Q4 2025 |
475 |
$309.45M |
| Sunpointe, LLC |
St. Louis, MO |
Q1 2026 |
266 |
$305.27M |
| StrongBox Wealth, LLC |
Lee's Summit, MO |
Q4 2025 |
93 |
$304.28M |
| Spruce Street Capital LP |
New York, NY |
Q4 2025 |
27 |
$302.66M |
| Sonoma Allocations LLC |
Santa Rosa, CA |
Q4 2025 |
128 |
$301.23M |
| Syntrinsic LLC |
Denver, CO |
Q3 2024 |
75 |
$300.57M |
| SYKON CAPITAL LLC |
Harrison, NY |
Q1 2026 |
88 |
$300.05M |
| Sustainable Insight Capital Management, LLC |
New York, NY |
Q4 2025 |
77 |
$299.56M |
| SUNFLOWER BANK, NA WEALTH MANAGEMENT |
Scottsdale, AZ |
Q3 2020 |
117 |
$298.56M |
| Stephens Group, LLC |
Little Rock, AR |
Q1 2026 |
4 |
$298.08M |
| SIG BROKERAGE, LP |
New York, NY |
Q4 2025 |
194 |
$297.43M |
| SHINE INVESTMENT ADVISORY SERVICES INC |
Lone Tree, CO |
Q3 2020 |
711 |
$295.11M |
| Sand Grove Capital Management LLP |
London, United Kingdom |
Q4 2025 |
12 |
$294.98M |
| Santori & Peters, Inc. |
Canonsburg, PA |
Q4 2025 |
71 |
$293M |
| Sharper & Granite LLC |
El Segundo, CA |
Q1 2026 |
107 |
$292.72M |
| Sonnipe Ltd |
Douglas, Isle of Man |
Q4 2025 |
1 |
$291.94M |
| SOF Ltd |
George Town, Cayman Islands |
Q4 2025 |
1 |
$289.84M |
| SAXON INTERESTS, INC. |
Houston, TX |
Q1 2026 |
222 |
$289.57M |
| SELDON CAPITAL LP |
San Francisco, CA |
Q4 2025 |
65 |
$288.85M |
| Sycale Advisors (NY) LLC |
New York, NY |
Q4 2025 |
16 |
$288.69M |
| Stewardship Financial Advisors, LLC |
Stockbridge, GA |
Q1 2021 |
93 |
$287.71M |
| Skyline Advisors, Inc. |
Bellingham, WA |
Q1 2026 |
120 |
$286.64M |
| SoundView Advisors Inc. |
Olympia, WA |
Q4 2025 |
30 |
$286.63M |
| Slagle Financial, LLC |
Edwardsville, IL |
Q1 2026 |
121 |
$286.36M |
| Sinvest Investments II Ltd. |
Nassau, New Providence |
Q1 2026 |
1 |
$285.77M |
| STEVENS CAPITAL MANAGEMENT LP |
Radnor, PA |
Q4 2025 |
197 |
$284.09M |
| Stelac Advisory Services LLC |
New York, NY |
Q4 2025 |
113 |
$282.83M |
| Synergy Investment Management, LLC |
Altamonte Springs, FL |
Q4 2025 |
130 |
$282.51M |
| SITTNER & NELSON, LLC |
Eugene, OR |
Q4 2025 |
531 |
$282.13M |
| Samalin Investment Counsel, LLC |
Chappaqua, NY |
Q1 2026 |
319 |
$282.02M |
| Sagewood Asset Management LP |
New York, NY |
Q4 2025 |
264 |
$281.6M |
| SUMMIT FINANCIAL GROUP, INC. |
Moorefield, WV |
Q1 2024 |
190 |
$281.26M |
| Strengthening Families & Communities, LLC |
Boston, MA |
Q4 2025 |
401 |
$280.6M |
| Seven Post Investment Office LP |
San Francisco, CA |
Q4 2025 |
37 |
$279.69M |
| ShoreHaven Wealth Partners, LLC |
Red Bank, NJ |
Q4 2025 |
104 |
$278.41M |
| Stonebridge Financial Planning Group, LLC |
Orlando, FL |
Q4 2025 |
168 |
$277.01M |
| Strategic Wealth Management Group, LLC |
Fulton, MD |
Q2 2021 |
122 |
$273.95M |
| SHRIER WEALTH MANAGEMENT, LLC |
Los Angeles, CA |
Q1 2026 |
131 |
$273.6M |
| Spouting Rock Asset Management, LLC |
Bryn Mawr, PA |
Q4 2023 |
118 |
$273.22M |
| SB Capital Management Inc |
Encino, CA |
Q4 2025 |
93 |
$272.84M |
| SIMS INVESTMENT MANAGEMENT, LLC |
Cincinnati, OH |
Q1 2026 |
35 |
$272.13M |
| Spectrum Wealth Advisory Group, LLC |
Granite Bay, CA |
Q4 2025 |
57 |
$272.04M |
| STANCE CAPITAL LLC |
Boston, MA |
Q4 2025 |
133 |
$271.99M |
| SONATA CAPITAL GROUP INC |
Seattle, WA |
Q1 2026 |
123 |
$271.09M |
| Sculati Wealth Management, LLC |
Bloomfield Hills, MI |
Q1 2026 |
116 |
$270.91M |
| SIGULER GUFF ADVISERS, LLC |
New York, NY |
Q4 2022 |
5 |
$270.84M |
| Scott Marsh Financial, LLC |
Millcreek, UT |
Q2 2025 |
248 |
$269.65M |
| SEARCY FINANCIAL SERVICES INC /ADV |
Overland Park, KS |
Q1 2026 |
27 |
$269.64M |
| Summit Investment Advisory Services, LLC |
Roseville, MN |
Q1 2026 |
81 |
$269.19M |
| STABLEFORD CAPITAL II LLC |
Scottsdale, AZ |
Q1 2026 |
144 |
$269.18M |
| SCOGGIN MANAGEMENT LP |
New York, NY |
Q4 2025 |
37 |
$269.07M |
| Strait & Sound Wealth Management LLC |
San Francisco, CA |
Q4 2025 |
149 |
$268.71M |
| Saiph Capital, LLC |
Wyckoff, NJ |
Q4 2025 |
70 |
$267.84M |
| Seneca House Advisors |
Richmond, VA |
Q4 2025 |
102 |
$267.27M |
| Starboard Principal Co LP |
New York, NY |
Q4 2025 |
0 |
$266.66M |
| S.A. Mason LLC |
Holland, MI |
Q1 2026 |
266 |
$266.38M |
| Strategic Equity Management |
Tucson, AZ |
Q1 2026 |
70 |
$266.04M |
| SEAVIEW INVESTMENT MANAGERS LLC |
Miami, FL |
Q4 2025 |
71 |
$265.92M |
| Signature Wealth Management Group |
Atlanta, GA |
Q1 2026 |
128 |
$263.37M |
| SOUTHERN MICHIGAN BANK & TRUST |
Coldwater, MI |
Q1 2026 |
424 |
$260.6M |
| SMITH SHELLNUT WILSON LLC /ADV |
Ridgeland, MS |
Q3 2025 |
143 |
$260.31M |
| Sawyer & Company, Inc |
Boston, MA |
Q1 2026 |
197 |
$259.68M |
| Saraza Management, LP |
New York, NY |
Q4 2025 |
15 |
$258.99M |
| S Squared Technology, LLC |
New York, NY |
Q4 2025 |
32 |
$258.24M |
| Socorro Asset Management LP |
Dallas, TX |
Q4 2025 |
32 |
$258.16M |
| Stash Investments, LLC |
New York, NY |
Q1 2026 |
5 |
$257.89M |
| Southern Wealth Management, LLP |
Dallas, TX |
Q1 2023 |
61 |
$257.57M |
| SWAN Capital LLC |
Pensacola, FL |
Q4 2025 |
511 |
$257.14M |
| Saranac Partners Ltd |
London |
Q4 2025 |
74 |
$255.24M |
| SPECTRUM ADVISORY SERVICES INC |
Atlanta, GA |
Q1 2016 |
149 |
$255.1M |
| SPRENG CAPITAL MANAGEMENT, INC. |
Bucyrus, OH |
Q4 2025 |
75 |
$254.71M |
| Selby Wealth Management, LLC |
Emeryville, CA |
Q1 2026 |
81 |
$253.87M |
| STONE RUN CAPITAL, LLC |
New York, NY |
Q3 2025 |
71 |
$253.86M |
| Sellwood Investment Partners LLC |
Portland, OR |
Q1 2026 |
59 |
$253.82M |
| Shira Ridge Wealth Management |
Larkspur, CA |
Q1 2026 |
79 |
$252.73M |
| Stonehearth Capital Management, LLC |
Danvers, MA |
Q1 2026 |
96 |
$252.47M |
| Silver Heights Capital Management Inc |
Toronto, Ontario, Canada |
Q4 2025 |
5 |
$252.06M |
| Silver Lake Advisory, LLC |
Cottonwood Heights, UT |
Q1 2026 |
103 |
$252.03M |
| Stormborn Capital Management, LLC |
Greenwich, CT |
Q4 2022 |
24 |
$251.45M |
| Shore Point Advisors, LLC |
Brielle, NJ |
Q1 2026 |
76 |
$250.77M |
| SGL Investment Advisors, Inc. |
Missoula, MT |
Q4 2025 |
126 |
$249.99M |
| SWARTHMORE GROUP INC |
Philadelphia, PA |
Q2 2022 |
46 |
$248.67M |
| Solstein Capital, LLC |
Menlo Park, CA |
Q4 2025 |
477 |
$247.97M |
| Shared Vision Wealth Group LLC |
Carlsbad, United States |
Q4 2025 |
99 |
$246.99M |
| SCHOOL EMPLOYEES RETIREMENT BOARD OF OHIO |
Columbus, OH |
Q1 2026 |
6 |
$245.28M |
| SFG Wealth Management, LLC. |
Towson, MD |
Q1 2026 |
100 |
$242.9M |
| Selway Asset Management |
Boise, ID |
Q1 2025 |
75 |
$242.44M |
| SECURITY BENEFIT LIFE INSURANCE CO /KS/ |
Topeka, KS |
Q4 2025 |
19 |
$242.14M |
| Summa Corp. |
Tomball, TX |
Q1 2026 |
83 |
$241.45M |
| Sherborne Investors Management LP |
New York, NY |
Q1 2026 |
1 |
$240.9M |
| SHAKER INVESTMENTS LLC/OH |
Cleveland, OH |
Q4 2025 |
83 |
$240.36M |
| SmartHarvest Portfolios, LLC |
Poulsbo, WA |
Q1 2026 |
387 |
$239.71M |
| SimpliFi, Inc. |
San Diego, CA |
Q1 2026 |
43 |
$238.18M |
| St. Johns Investment Management Company, LLC |
Jacksonville, FL |
Q1 2026 |
193 |
$237.67M |
| SCHULHOFF & CO INC |
Cincinnati, OH |
Q4 2025 |
132 |
$237.51M |
| SHARIAPORTFOLIO, INC. |
Lake Mary, FL |
Q4 2025 |
24 |
$237.45M |
| Sea Cliff Partners Management, LP |
San Francisco, CA |
Q4 2025 |
13 |
$237.26M |
| StoneCrest Wealth Management, Inc. |
Chandler, AZ |
Q1 2026 |
73 |
$236.39M |
| Sightline Wealth Advisors, LLC |
Groton, CT |
Q1 2026 |
91 |
$236.33M |
| Silphium Asset Management Ltd |
London, United Kingdom |
Q4 2025 |
46 |
$235.87M |
| Sas Spinecap |
Paris |
Q4 2025 |
13 |
$232.61M |
| Strategic Financial Partners, Ltd. |
Bend, OR |
Q1 2026 |
81 |
$230.95M |
| SCHOLTZ & COMPANY, LLC |
Stamford, CT |
Q4 2025 |
51 |
$230.31M |
| Dusan Senkypl |
Jesenice, Czech Republic |
Q4 2025 |
0 |
$228.67M |
| SHELTON WEALTH MANAGEMENT, LLC |
Fort Worth, TX |
Q1 2026 |
124 |
$227M |
| Schear Investment Advisers, LLC |
Cincinnati, OH |
Q1 2026 |
77 |
$226.77M |
| Silver Lake Technology Associates V, L.P. |
Menlo Park, CA |
Q4 2025 |
0 |
$226.01M |
| State of New Jersey Common Pension Fund A |
Trenton, NJ |
Q1 2026 |
3 |
$225.88M |
| Silver Lake Technology Associates IV, L.P. |
Menlo Park, CA |
Q4 2025 |
0 |
$225.54M |
| SLTA SPV-2, L.P. |
Menlo Park, CA |
Q3 2024 |
0 |
$225.54M |
| Michael Salzhauer |
New York, NY |
Q4 2025 |
78 |
$225.49M |
| Second Half Financial Partners, LLC |
Sebring, FL |
Q4 2025 |
102 |
$225.25M |
| Sequent Asset Management, LLC |
Houston, TX |
Q4 2025 |
99 |
$225.19M |
| Squadron Capital Management LLC |
Westmont, IL |
Q4 2025 |
29 |
$224.1M |
| Samson Capital Advisors LLC |
New York, NY |
Q3 2015 |
74 |
$223.01M |
| Sarissa Capital Management LP |
Greenwich, CT |
Q4 2025 |
9 |
$222.91M |
| Sterneck Capital Management, LLC |
Kansas City, MO |
Q1 2026 |
116 |
$222.7M |
| Siligmueller & Norvid Wealth Advisors LLC |
Glen Ellyn, IL |
Q3 2025 |
156 |
$222.41M |
| SANDLER CAPITAL MANAGEMENT |
New York, NY |
Q4 2025 |
108 |
$222.24M |
| Strategic Value Partners, LLC |
Greenwich, CT |
Q4 2025 |
1 |
$222.22M |
| SEAMOUNT FINANCIAL GROUP INC |
Colorado Springs, CO |
Q1 2026 |
135 |
$221.86M |
| Silver Oak Advisory Group, Inc. |
Portland, OR |
Q4 2025 |
75 |
$221.18M |
| SUMMIT CAPITAL MANAGEMENT LLC |
Seattle, WA |
Q1 2016 |
63 |
$221.11M |
| Sunesis Advisors, LLC |
Overland Park, KS |
Q4 2025 |
53 |
$220.83M |
| STONEBRIDGE CAPITAL MANAGEMENT INC |
Los Angeles, CA |
Q1 2026 |
80 |
$219.92M |
| Stratford Consulting, LLC |
Addison, TX |
Q1 2020 |
87 |
$219.02M |
| Sound Stewardship, LLC |
Overland Park, KS |
Q1 2026 |
63 |
$218.27M |
| Stonehage Fleming (UK) Ltd |
London, United Kingdom |
Q4 2015 |
210 |
$217.93M |
| Sprinkle Financial Consultants LLC |
Littleton, CO |
Q1 2026 |
99 |
$216.83M |
| State Insurance Fund |
New York, NY |
Q1 2026 |
1 |
$215.97M |
| Signet Investment Advisory Group, Inc. |
Providence, RI |
Q4 2025 |
70 |
$215.18M |
| SSA SWISS ADVISORS AG |
Zurich |
Q4 2025 |
102 |
$214.62M |
| Andrew L. Share |
Manchester, NH |
Q1 2026 |
16 |
$214.34M |
| SOUTHERN CAPITAL ADVISORS, LLC |
Jackson, TN |
Q1 2026 |
85 |
$213.59M |
| Sandia Holdings, LLC |
Greenwich, CT |
Q3 2018 |
19 |
$213.24M |
| Sage Capital Management, LLC |
Stockton, NJ |
Q1 2026 |
163 |
$212.84M |
| Savoir Faire Capital Management, L.P. |
Norwalk, CT |
Q1 2026 |
44 |
$211.02M |
| Stilwell Joseph |
New York, NY |
Q4 2014 |
54 |
$209.22M |
| StepStone Group LP |
La Jolla, CA |
Q4 2025 |
23 |
$209.16M |
| Starfire Investment Advisers, Inc. |
Southfield, MI |
Q2 2020 |
157 |
$209.03M |
| STERLING INVESTMENT ADVISORS LLC /ADV |
Bolivar, MO |
Q1 2026 |
40 |
$208.42M |
| STEINBERGANNA WEALTH MANAGEMENT |
Huntington, NY |
Q1 2026 |
132 |
$208.2M |
| Stillwater Investment Management, L.P. |
Palo Alto, CA |
Q3 2017 |
13 |
$207.02M |
| SUMMER ROAD LLC |
West Palm Beach, FL |
Q1 2026 |
24 |
$206.64M |
| Sterling Group Wealth Management, LLC |
Pasadena, CA |
Q4 2025 |
51 |
$206.6M |
| Summit Place Financial Advisors, LLC |
Summit, NJ |
Q1 2026 |
106 |
$206.47M |
| SUMMIT SECURITIES GROUP LLC |
New York, NY |
Q1 2026 |
823 |
$205.69M |
| SOL Capital Management CO |
Rockville, MD |
Q1 2026 |
52 |
$205.32M |
| Sutton Wealth Advisors Inc. |
Tampa, FL |
Q3 2023 |
865 |
$203.31M |
| SECURITY NATIONAL BANK OF SO DAK |
Sioux City, IA |
Q4 2025 |
111 |
$202.98M |
| Sharp Wealth Advisory, LLC |
Horsham, PA |
Q1 2026 |
120 |
$202.51M |
| STRATEGIC WEALTH MANAGEMENT INC |
Kirkland, WA |
Q4 2021 |
70 |
$202.3M |
| Shelter Ins Profit Sharing |
Columbia, MO |
Q3 2015 |
41 |
$202.16M |
| Spectrum Planning & Advisory Services Inc. |
San Diego, CA |
Q1 2026 |
114 |
$202.07M |
| Strive Financial Group ,LLC |
Carmel, IN |
Q4 2025 |
823 |
$201.94M |
| Sowa Financial Group, Inc. |
Lincoln, RI |
Q1 2026 |
30 |
$201.81M |
| Solano Wealth Investment Advisors LLC |
Fairfield, CA |
Q4 2025 |
35 |
$201.79M |
| Solas Capital Management, LLC |
Darien, CT |
Q4 2025 |
22 |
$201.27M |
| Spectrum Investment Advisors, Inc. |
Mequon, WI |
Q1 2026 |
46 |
$201.26M |
| Starwood Capital Group Management, L.L.C. |
Miami Beach, FL |
Q4 2025 |
6 |
$200.85M |
| Stenham Asset Management Ltd |
Guernsey |
Q4 2025 |
23 |
$200.32M |
| Sitrin Capital Management LLC |
Century City, CA |
Q1 2026 |
39 |
$199.54M |
| Signature Wealth Management Partners, LLC |
Montvale, NJ |
Q1 2026 |
116 |
$199.4M |
| SAGE PRIVATE WEALTH GROUP, LLC |
Oakbrook Terrace, IL |
Q1 2026 |
97 |
$198.69M |
| Smith Thornton Advisors LLC |
Huntsville, AL |
Q1 2026 |
130 |
$198.58M |
| Signature Resources Capital Management, LLC |
Newport Beach, CA |
Q4 2025 |
692 |
$197.83M |
| SPRING CAPITAL MANAGEMENT, LLC |
Amarillo, TX |
Q1 2026 |
49 |
$197.76M |
| STRATEGIC INVESTMENT MANAGEMENT, LLC |
Arlington, VA |
Q4 2025 |
13 |
$197.3M |
| Socha Financial Group, LLC |
Corning, NY |
Q1 2026 |
14 |
$197.15M |
| SWP FINANCIAL LLC |
Encinitas, CA |
Q1 2026 |
71 |
$196.09M |
| STAR Financial Bank |
Fort Wayne, IN |
Q4 2025 |
107 |
$195.71M |
| Symphony Financial Services, Inc. |
Akron, OH |
Q4 2025 |
102 |
$195.06M |
| Stolper Co |
Tulsa, OK |
Q1 2026 |
96 |
$193.45M |
| SMA Capital LLC |
New York, NY |
Q4 2025 |
41 |
$193.33M |
| SAN FRANCISCO SENTRY INVESTMENT GROUP (CA) |
San Francisco, CA |
Q2 2021 |
691 |
$191.89M |
| Steffes Financial, Ltd. |
Overland Park, KS |
Q4 2025 |
27 |
$191.51M |
| Stilwell Value LLC |
New York, NY |
Q4 2025 |
24 |
$191.4M |
| Soviero Asset Management, LP |
New York, NY |
Q4 2025 |
59 |
$191.29M |
| Sphera Management Technology Funds Ltd |
Tel Aviv, Israel |
Q4 2025 |
59 |
$191.1M |
| Shearwater Capital LLC |
Denver, CO |
Q1 2026 |
71 |
$190.69M |
| SBE LLC DBA CEDAR COVE WEALTH PARTNERS |
Bloomington, MN |
Q1 2026 |
88 |
$190.57M |
| Smallwood Wealth Investment Management, LLC |
Red Bank, NJ |
Q1 2026 |
515 |
$189.74M |
| Sheridan Capital Management, LLC |
San Rafael, CA |
Q1 2026 |
31 |
$189.73M |
| Step Capital Management Pte. Ltd. |
Singapore |
Q4 2025 |
21 |
$189.22M |
| Spectrum Strategic Capital Management, LLC |
Corvallis, OR |
Q4 2025 |
78 |
$188.17M |
| Sylvest Advisors, LLC |
Dallas, TX |
Q1 2026 |
70 |
$188.05M |
| SUPERSTRING CAPITAL MANAGEMENT LP |
New York, NY |
Q4 2025 |
45 |
$186.78M |
| STRATEGIC VALUE BANK PARTNERS LLC |
Cleveland, OH |
Q1 2026 |
14 |
$186.07M |
| Strategic Planning, Inc. |
Columbus, OH |
Q4 2025 |
52 |
$185.57M |
| SCHRODERS IS Ltd |
London, United Kingdom |
Q4 2022 |
3 |
$184.51M |
| Simon Charitable Public LLC |
Cleveland, OH |
Q3 2014 |
3 |
$184.14M |
| SARD WEALTH MANAGEMENT GROUP, LLC |
Atlanta, GA |
Q1 2026 |
60 |
$183.92M |
| Sage Advisory Services, Ltd.Co. |
Austin, TX |
Q4 2025 |
45 |
$183.59M |
| Skaana Management L.P. |
Brooklyn, NY |
Q4 2025 |
78 |
$183.25M |
| Sofinnova Management VIII, L.L.C. |
Menlo Park, CA |
Q4 2017 |
8 |
$183.18M |
| STRAIGHTLINE GROUP LLC |
Troy, MI |
Q4 2025 |
15 |
$182.9M |
| SUTTON PLACE INVESTORS LLC |
Armonk, NY |
Q1 2026 |
136 |
$182.83M |
| Solano Wealth Management, Inc. |
Fairfield, CA |
Q2 2024 |
31 |
$182.61M |
| Sachetta, LLC |
Lynnfield, MA |
Q4 2025 |
1,028 |
$182.61M |
| Stegner Investment Associates Inc. |
Louisville, KY |
Q1 2026 |
29 |
$182.58M |
| Starwood Real Estate Securities, LLC |
Greenwich, CT |
Q3 2015 |
29 |
$182.2M |
| Stephenson & Company, Inc. |
San Clemente, CA |
Q4 2025 |
45 |
$182.05M |
| Silverberg Bernstein Capital Management LLC |
Armonk, NY |
Q1 2026 |
68 |
$181.55M |
| Successful Portfolios LLC |
Clearwater, FL |
Q1 2026 |
188 |
$181.42M |
| Signature Equity Partners, LLC |
Columbus, OH |
Q4 2025 |
1,695 |
$180.77M |
| Sun Financial Inc |
Midvale, UT |
Q4 2025 |
157 |
$179.42M |
| Semus Wealth Partners LLC |
Boca Raton, FL |
Q1 2026 |
110 |
$178.97M |
| Swisher Financial Concepts, Inc. |
Westerville, OH |
Q1 2026 |
102 |
$178.73M |
| Silicon Hills Wealth Management, LLC |
Austin, TX |
Q2 2023 |
84 |
$177.21M |
| SECURED RETIREMENT ADVISORS, LLC |
St Louis Park, MN |
Q1 2026 |
130 |
$176.69M |
| St. Louis Financial Planners Asset Management, LLC |
Chesterfield, MO |
Q1 2026 |
33 |
$176.4M |
| Steadtrust LLC |
Allen, TX |
Q1 2026 |
123 |
$176.34M |
| STERLING INVESTMENT MANAGEMENT, LLC |
Tucson, AZ |
Q4 2025 |
69 |
$176.34M |
| Strategic Financial Planning, Inc. |
Plano, TX |
Q4 2025 |
39 |
$175.76M |
| Sender Co & Partners, Inc. |
New York, NY |
Q4 2025 |
69 |
$175.53M |
| SCHNEIDER CAPITAL MANAGEMENT CORP |
Berwyn, PA |
Q1 2020 |
34 |
$175.45M |
| Sterling Wealth Advisors Inc |
Plantation, FL |
Q1 2026 |
20 |
$175.36M |
| Sunbeam Capital Management, LLC |
Atlanta, GA |
Q1 2026 |
112 |
$174.72M |
| Stephens Greth Foundation |
Dallas, TX |
Q4 2025 |
4 |
$173.93M |
| Sandell Asset Management Corp. |
New York, NY |
Q3 2020 |
28 |
$173.56M |
| Saddle Road Partners, LLC |
Omaha, NE |
Q4 2016 |
113 |
$173.49M |
| Silversmith Partners I GP, LLC |
Boston, MA |
Q4 2025 |
1 |
$173.47M |
| Stonepine Capital Management, LLC |
Bend, OR |
Q4 2025 |
61 |
$172.78M |
| SANDER CAPITAL ADVISORS INC |
Seattle, WA |
Q1 2026 |
12 |
$172.67M |
| Saxony Capital Management, LLC |
St. Louis, MO |
Q1 2026 |
161 |
$172.34M |
| Stevens First Principles Investment Advisors |
Newport Beach, CA |
Q2 2019 |
165 |
$172M |
| Salvus Wealth Management, LLC |
Red Bank, NJ |
Q1 2026 |
126 |
$171.97M |
| Salus Financial Advisors, LLC |
Colorado Springs, CO |
Q1 2026 |
34 |
$171.49M |
| SECURITY ASSET MANAGEMENT |
New York, NY |
Q1 2023 |
76 |
$170.93M |
| Seros Financial, LLC |
Tempe, AZ |
Q4 2025 |
61 |
$170.49M |
| Shotwell Rutter Baer Inc |
Lansing, MI |
Q1 2026 |
38 |
$170.2M |
| Sherrill & Hutchins Financial Advisory, Inc |
Atlanta, GA |
Q1 2026 |
15 |
$169.3M |
| SOUTH PLAINS FINANCIAL, INC. |
Lubbock, TX |
Q4 2025 |
250 |
$168.13M |
| Serenity Capital LLC |
Palo Alto, CA |
Q1 2025 |
7 |
$167.13M |
| SHARPEPOINT LLC |
Phoenix, AZ |
Q4 2025 |
84 |
$166.9M |
| SFM, LLC |
Manchester, NH |
Q1 2026 |
63 |
$165.48M |
| SANTA MONICA PARTNERS LP |
Palm Beach Gardens, FL |
Q4 2025 |
13 |
$164.93M |
| Sovereign's Capital Management, LLC |
Atlanta, GA |
Q4 2025 |
78 |
$164.88M |
| Sugar Maple Asset Management, LLC |
Sister Bay, WI |
Q1 2026 |
84 |
$164.75M |
| SummerHaven Investment Management, LLC |
Stamford, CT |
Q1 2026 |
193 |
$162.88M |
| SMITH CAPITAL MANAGEMENT INC /AR/ADV |
Little Rock, AR |
Q3 2020 |
85 |
$162.82M |
| Sarver Vrooman Wealth Advisors |
Kansas City, MO |
Q1 2026 |
138 |
$162.35M |
| Sebold Capital Management, Inc. |
Lisle, IL |
Q2 2025 |
78 |
$162.31M |
| Sanibel Captiva Investment Advisers, Inc. |
Chicago, IL |
Q4 2013 |
100 |
$161.97M |
| SVB Investment Services Inc. |
Salt Lake City, UT |
Q1 2022 |
42 |
$161.2M |
| Spahn Wealth & Retirement LLC |
Scottsdale, AZ |
Q4 2025 |
37 |
$161.16M |
| Sanchez Gaunt Capital Management, LLC |
Reno, NV |
Q1 2026 |
184 |
$160.17M |
| Sagil Capital LLP |
London, United Kingdom |
Q4 2025 |
17 |
$160.02M |
| Sterling Manor Financial, LLC |
Saratoga Springs, NY |
Q1 2026 |
39 |
$159.89M |
| Scientech Research LLC |
Jersey City, NJ |
Q4 2025 |
479 |
$158.99M |
| SYNTAX RESEARCH, INC. |
Boca Raton, FL |
Q1 2026 |
173 |
$157.15M |
| STRALEM & CO INC |
New York, NY |
Q2 2020 |
114 |
$157.05M |
| Schwallier Wealth Management LLC |
Grand Rapids, MI |
Q4 2025 |
54 |
$156.51M |
| Schulz Wealth, LTD. |
Mansfield, TX |
Q4 2025 |
62 |
$156.07M |
| SFI Advisors, LLC |
Montclair, NJ |
Q4 2025 |
66 |
$155.98M |
| SYMONS CAPITAL MANAGEMENT INC |
Pittsburgh, PA |
Q3 2021 |
71 |
$155.87M |
| SECURITY NATIONAL BANK OF SIOUX CITY IOWA /IA/ |
Sioux City, IA |
Q4 2025 |
90 |
$155.78M |
| SOUTHERN CAPITAL SERVICES INC /ADV |
Daphne, AL |
Q1 2026 |
29 |
$155.6M |
| Summit Portfolio Management, LTD. |
Las Vegas, NV |
Q1 2026 |
24 |
$155.45M |
| Stonekeep Investments, LLC |
Sante Fe, NM |
Q1 2026 |
66 |
$154.26M |
| Sheets Smith Investment Management |
Houston, TX |
Q3 2025 |
137 |
$154.17M |
| SkyKnight Capital, L.P. |
Burlingame, CA |
Q4 2025 |
3 |
$154.1M |
| SILVER OAK WEALTH ADVISORS SERVICES, LLC |
Los Angeles, CA |
Q1 2026 |
39 |
$153.96M |
| SIENA CAPITAL LLC |
Cincinnati, OH |
Q3 2022 |
156 |
$153.4M |
| SCRATCH CAPITAL LLC |
Boise, ID |
Q4 2025 |
47 |
$152.82M |
| SeaTown Holdings Pte. Ltd. |
Singapore, Singapore |
Q1 2026 |
17 |
$152.67M |
| SENTRY INVESTMENT MANAGEMENT LLC |
Stevens Point, WI |
Q4 2025 |
514 |
$152.28M |
| Somnio Financial Group, LLC |
Glastonbury, CT |
Q1 2026 |
14 |
$152.22M |
| Sharp Capital Gestora de Recursos Ltda. |
Rio De Janeiro, Brazil |
Q4 2025 |
5 |
$152.13M |
| State of Wisconsin - Board of Commissioners of Public Lands |
Madison, WI |
Q1 2026 |
6 |
$151.9M |
| SILVIA MCCOLL WEALTH MANAGEMENT, LLC |
San Diego, CA |
Q1 2026 |
119 |
$151.86M |
| Sanctuary Wealth Management, L.L.C. |
Pocatello, ID |
Q4 2024 |
272 |
$151.16M |
| SAGE ADVISORS, LLC |
Boulder, CO |
Q4 2025 |
48 |
$150.84M |
| SCALAR GAUGE MANAGEMENT, LLC |
Dallas, TX |
Q4 2025 |
28 |
$150.8M |
| SKY-MOUNTAIN CAPITAL MANAGEMENT, INC. |
Ketchum, ID |
Q4 2025 |
37 |
$150.36M |
| Settian Capital LP |
New York, NY |
Q4 2025 |
25 |
$149.98M |
| Systrade AG |
Vaduz, Liechtenstein |
Q1 2026 |
11 |
$149.01M |
| SIGNET MANAGEMENT USA, LLC |
Mclean, VA |
Q4 2013 |
195 |
$148.71M |
| STAGE HARBOR FINANCIAL, LLC |
Westwood, MA |
Q4 2025 |
60 |
$148.36M |
| Seven Fleet Capital Management LP |
Mountain View, CA |
Q4 2025 |
85 |
$147.76M |
| Sagace Wealth Management LLC |
St. Petersburg, FL |
Q1 2026 |
69 |
$147.49M |
| SwitchPoint Financial Planning, LLC |
Lehi, UT |
Q1 2026 |
64 |
$147.49M |
| Stillwater Wealth Management Group |
Juno Beach, FL |
Q4 2025 |
73 |
$147.46M |
| Strategent Financial, LLC |
Harrisonburg, VA |
Q1 2026 |
41 |
$147.25M |
| Sentinel Dome Partners, LLC |
Burlingame, CA |
Q4 2025 |
30 |
$147M |
| Slocum, Gordon & Co LLP |
Newport, RI |
Q1 2026 |
64 |
$146.96M |
| Stellar Capital Management, LLC |
Phoenix, AZ |
Q2 2020 |
75 |
$146.58M |
| SpringVest Wealth Management LLC |
Dallas, TX |
Q1 2026 |
67 |
$146.41M |
| Sippican Capital Advisors |
Boston, MA |
Q1 2026 |
107 |
$146.13M |
| Seed Wealth Management, Inc. |
Evanston, IL |
Q1 2026 |
98 |
$145.39M |
| STONERIDGE INVESTMENT PARTNERS LLC |
Radnor, PA |
Q4 2025 |
126 |
$143.68M |
| STOLZ & ASSOCIATES, PS |
Tacoma, WA |
Q1 2026 |
30 |
$143.3M |
| Spotlight Asset Group, Inc. |
Oakbrook Terrace, IL |
Q2 2024 |
260 |
$143.18M |
| Strong Retirement Solutions LLC |
Silverdale, WA |
Q1 2026 |
86 |
$142.71M |
| Spear Advisors LLC |
East Hampton, NY |
Q4 2025 |
21 |
$142.69M |
| Synergy Financial Group, LTD |
San Ramon, CA |
Q4 2025 |
115 |
$142.32M |
| Seek First Inc. |
Campbell, CA |
Q1 2026 |
58 |
$141.89M |
| SLT Holdings LLC |
Scottsdale, AZ |
Q1 2026 |
130 |
$141.69M |
| S. R. Schill & Associates |
Mercer Island, WA |
Q4 2025 |
25 |
$141.62M |
| Sound Financial Strategies Group, LLC |
Madison, MS |
Q4 2025 |
109 |
$141.62M |
| Shum Financial Group, Inc. |
Alameda, CA |
Q1 2026 |
93 |
$141.43M |
| Sunrise Financial Services, LLC |
Burien, WA |
Q1 2026 |
622 |
$141.09M |
| Summit Financial Consulting LLC |
Sterling Heights, MI |
Q1 2026 |
41 |
$139.7M |
| Seelaus Asset Management LLC |
Chatham, NJ |
Q1 2026 |
203 |
$138.68M |
| SEVEN MILE ADVISORY |
Ewing, NJ |
Q1 2026 |
182 |
$138.56M |
| Safir Wealth Advisors, LLC |
Greenland, NH |
Q1 2026 |
19 |
$138.26M |
| SageOak Financial, LLC |
Tulsa, OK |
Q4 2025 |
32 |
$138.17M |
| swisspartners Advisors Ltd |
Zurich, Switzerland |
Q4 2025 |
23 |
$137.74M |
| Stone House Capital Management, LLC |
Bay Harbor Islands, FL |
Q4 2025 |
2 |
$137.49M |
| South Shore Capital Advisors |
Cohasset, MA |
Q1 2026 |
139 |
$136.38M |
| Sierra Legacy Group |
Scottsdale, AZ |
Q4 2025 |
72 |
$136.22M |
| Seneschal Advisors, LLC |
Tacoma, WA |
Q4 2025 |
590 |
$135.79M |
| Soapstone Management L.P. |
Bethesda, MD |
Q4 2025 |
13 |
$135.71M |
| Schrum Private Wealth Management LLC |
St. Augustine, FL |
Q4 2025 |
122 |
$135.25M |
| Spartan Planning & Wealth Management |
Greensboro, NC |
Q1 2026 |
69 |
$135.21M |
| Sage Investment Advisers LLC |
Wappingers Falls, NY |
Q1 2026 |
89 |
$135.04M |
| STEINBERG ASSET MANAGEMENT LLC |
New York, NY |
Q4 2025 |
40 |
$134.44M |
| StackLine Partners LP |
New York, NY |
Q3 2022 |
11 |
$134.33M |
| Somerset Group LLC |
Wayzata, MN |
Q4 2025 |
59 |
$132.66M |
| Sincerus Advisory, LLC |
New York, NY |
Q1 2026 |
76 |
$131.94M |
| Sivik Global Healthcare LLC |
Greenwich, CT |
Q1 2026 |
34 |
$131.69M |
| Shade Tree Advisors LLC |
Saratoga Springs, NY |
Q4 2025 |
40 |
$131.61M |
| Stanich Group LLC |
Montauk, NY |
Q1 2026 |
47 |
$131.19M |
| SIGNAL TREE FINANCIAL PARTNERS LLC |
Copley, OH |
Q4 2025 |
48 |
$131.15M |
| Stewart Asset Management, LLC |
New York, NY |
Q4 2022 |
28 |
$130.48M |
| Split Rock Private Trading & Wealth Management, LLC |
Cloquet, MN |
Q1 2026 |
46 |
$129.16M |
| Shone Asset Management LLC |
Walnut Creek, CA |
Q4 2020 |
41 |
$128.72M |
| Shamrock Asset Management LLC |
Dallas, TX |
Q3 2019 |
236 |
$128.4M |
| Skerryvore Asset Management Ltd |
Edinburgh |
Q4 2025 |
7 |
$128.28M |
| SBI Holdings USA, Inc. |
Santa Clara, CA |
Q4 2025 |
1 |
$127.99M |
| STEWARDSHIP CONCEPTS FINANCIAL SERVICES LLC |
Spokane, WA |
Q1 2026 |
62 |
$127.63M |
| STRATEGIC ADVISORY PARTNERS, LLC |
Greensboro, NC |
Q1 2026 |
96 |
$127.11M |
| SCF Partners, Inc. |
Houston, TX |
Q1 2026 |
1 |
$127.06M |
| SALT Holding Corp. |
Wilmington, DE |
Q4 2025 |
19 |
$126.72M |
| SALEM CAPITAL MANAGEMENT INC |
Woburn, MA |
Q3 2022 |
55 |
$126.33M |
| Sageworth Trust Co of South Dakota |
Sioux Falls, SD |
Q1 2026 |
56 |
$126.24M |
| Sigma Investment Management Co |
Portland, OR |
Q4 2018 |
20 |
$125.24M |
| SEVEN LOCKS CAPITAL MANAGEMENT LP |
New York, NY |
Q3 2016 |
22 |
$125.08M |
| Sandro Wealth Management LLC |
Fairfield, NJ |
Q1 2026 |
99 |
$124.91M |
| SECTORAL ASSET MANAGEMENT INC |
Montreal, Quebec, Canada |
Q4 2025 |
74 |
$124.75M |
| Sun Group Wealth Partners |
Irvine, CA |
Q4 2025 |
62 |
$124.55M |
| STEPHEN J. GARRY & ASSOCIATES, LLC |
Garden City, NY |
Q1 2026 |
51 |
$124.35M |
| Sankala Group LLC |
Lyons, CO |
Q1 2026 |
555 |
$122.46M |
| SCP Investment, LP |
Orinda, CA |
Q4 2025 |
41 |
$122.41M |
| SEMITAM BONAM LLC |
Goshen, NY |
Q1 2026 |
44 |
$122.38M |
| Eric Singer |
Aventura, FL |
Q4 2025 |
0 |
$121.96M |
| SIERRA OCEAN, LLC |
Ripon, CA |
Q1 2026 |
60 |
$121.82M |
| Storgate, LLC |
Dallas, TX |
Q4 2025 |
153 |
$121.65M |
| SVRN Asset Management, LLC |
Austin, TX |
Q4 2025 |
43 |
$121.4M |
| SUMMIT INVESTMENT ADVISORS, INC. |
Hunt Valley, MD |
Q2 2025 |
55 |
$121.35M |
| Shorepath Capital Management LLC |
Park City, UT |
Q2 2025 |
23 |
$121.35M |
| Smith Asset Management Co., LLC |
Chiefland, FL |
Q4 2025 |
70 |
$121.13M |
| STRATEGIC CAPITAL ADVISERS, INC. |
Denver, CO |
Q2 2022 |
59 |
$121.11M |
| SHEPHERD KAPLAN KROCHUK, LLC |
Boston, MA |
Q4 2025 |
64 |
$121.09M |
| SENTINEL WEALTH MANAGEMENT, INC. |
Reston, VA |
Q4 2025 |
38 |
$120.59M |
| SJBENEN ADVISORY, LLC |
Chapel Hill, NC |
Q1 2026 |
23 |
$119.72M |
| Lawrence B. Seidman |
Parsippany, NJ |
Q4 2020 |
25 |
$119.34M |
| Sound Portfolio Advisors, LLC |
Mystic, CT |
Q4 2025 |
33 |
$119.05M |
| Santa Clara Valley Transportation Authority |
San Jose, CA |
Q4 2025 |
4 |
$118.96M |
| Schaeffer Financial LLC |
Rockville, MD |
Q1 2026 |
25 |
$118.81M |
| Stonebridge Financial Group, LLC / MO |
St. Louis, MO |
Q1 2026 |
165 |
$118.61M |
| Sherman Asset Management, Inc. |
Ventura, CA |
Q4 2025 |
144 |
$118.1M |
| STADIUM CAPITAL MANAGEMENT LLC |
New Canaan, CT |
Q4 2025 |
6 |
$118.06M |
| Starfox Financial Services, LLC |
The Woodlands, TX |
Q1 2024 |
29 |
$117.94M |
| Stoic Point Capital Management LLC |
Palo Alto, CA |
Q4 2025 |
62 |
$117.88M |
| Staton Financial Advisors, LLC |
Charlotte, NC |
Q2 2017 |
43 |
$117.78M |
| Stegent Equity Advisors, Inc. |
Houston, TX |
Q1 2026 |
101 |
$117.35M |
| Saber Capital Managment, LLC |
Fuquay Varina, NC |
Q4 2025 |
28 |
$117.14M |
| Strategic Wealth Advisors LLC |
Scottsdale, AZ |
Q4 2025 |
255 |
$116.93M |
| Sparta 24 Ltd. |
Tirat Hacarmel, Israel |
Q4 2025 |
9 |
$116.89M |
| Severin Investments, LLC |
St. Louis, MO |
Q1 2026 |
171 |
$116.49M |
| Sherman Wealth Management LLC |
Gaithersburg, MD |
Q1 2026 |
80 |
$116.41M |
| Sherwood Financial Partners, LLC |
Westlake Village, CA |
Q4 2025 |
8 |
$116.02M |
| SANBORN KILCOLLIN PARTNERS LLC |
Chicago, IL |
Q3 2014 |
19 |
$115.98M |
| Sellaronda Global Management LP |
New York, NY |
Q4 2025 |
8 |
$115.67M |
| Silchester International Investors LLP |
London |
Q1 2026 |
4 |
$115.58M |
| Silver Grove Financial Group, Inc. |
Orchard Park, NY |
Q4 2025 |
133 |
$115.49M |
| Susquehanna Capital Management, LLC |
Bala Cynwyd, PA |
Q4 2025 |
1 |
$115.47M |
| Summerhill Capital Management lnc. |
Toronto, Ontario, Canada |
Q1 2026 |
35 |
$114.6M |
| Safe Harbor Family Capital, LLC |
Chapel Hill, NC |
Q4 2025 |
51 |
$113.8M |
| Safe Harbor Fiduciary, LLC |
Pensacola, FL |
Q4 2025 |
229 |
$113.18M |
| Stirlingshire Investments, Inc. |
New York, NY |
Q4 2025 |
186 |
$112.72M |
| Stone Wealth Partners |
Lafayette, LA |
Q4 2025 |
68 |
$112.31M |
| ST. NICHOLAS PRIVATE ASSET MANAGEMENT, INC |
Jacksonville, FL |
Q4 2025 |
36 |
$111.49M |
| STONEHAVEN WEALTH & TAX SOLUTIONS, LLC |
Appleton, WI |
Q4 2025 |
85 |
$111.28M |
| SRN Advisors, LLC |
Huntingdon Valley, PA |
Q2 2025 |
98 |
$109.75M |
| S Harris Financial Group, LLC |
San Antonio, TX |
Q1 2026 |
107 |
$109.64M |
| Strategic Financial Concepts, LLC |
San Antonio, TX |
Q4 2025 |
126 |
$109.39M |
| SFAM, LLC |
Elmhurst, IL |
Q4 2025 |
259 |
$109.38M |
| SHUTTLEWORTH & Co |
Powell, OH |
Q4 2025 |
59 |
$109.35M |
| Samsung Asset Management (New York), Inc. |
New York, NY |
Q3 2016 |
72 |
$109.25M |
| Smith Partners Wealth Management, LLC |
Greensboro, NC |
Q4 2025 |
78 |
$108.71M |
| SNOWWATER INVESTMENT PARTNERS, LLC |
Fairfield, CT |
Q4 2025 |
91 |
$108.64M |
| Searchlight Capital Partners, L.P. |
New York, NY |
Q4 2025 |
3 |
$108.32M |
| STF Management LP |
Frisco, TX |
Q4 2025 |
101 |
$106.55M |
| SB Management Ltd |
Abu Dhabi, United Arab Emirates |
Q2 2022 |
0 |
$106.3M |
| Simcoe Capital LLC |
Spokane, WA |
Q4 2025 |
31 |
$106.21M |
| SWM Advisors |
St. Petersburg, FL |
Q3 2022 |
24 |
$106.14M |
| Stembrook Asset Management, LLC |
Red Bank, NJ |
Q4 2025 |
48 |
$105.86M |
| Signet Private Wealth LLC |
Chicago, IL |
Q1 2026 |
117 |
$104.72M |
| SPWM Advisors LLC |
Traverse City, MI |
Q4 2025 |
90 |
$104.35M |
| SHEPHERD WEALTH MANAGEMENT Ltd LIABILITY Co |
Cincinnati, OH |
Q4 2025 |
44 |
$104.35M |
| Stonebridge Wealth Management, LLC |
Oak Brook, IL |
Q1 2026 |
36 |
$104.34M |
| SIP Global Opportunity Manager LLC |
Portsmouth, NH |
Q4 2025 |
1 |
$104.31M |
| Sky Investment Counsel Inc |
Toronto, Ontario, Canada |
Q2 2014 |
12 |
$103.67M |
| Safe Harbor Wealth Advisors, LLC |
Dublin, OH |
Q4 2025 |
96 |
$103.29M |
| Seacliff Capital, LLC |
Southport, CT |
Q1 2019 |
36 |
$102.33M |
| Sunstone Asset Management, L.P. |
New York, NY |
Q4 2025 |
50 |
$101.91M |
| Shepherd Street Advisors LLC |
Larkspur, CA |
Q1 2026 |
86 |
$101.46M |
| Smart Portfolios, LLC |
Lake Forest Park, WA |
Q1 2026 |
99 |
$100.42M |
| SQUARE PEG CAPITAL PTY LTD |
Surry Hills, Nsw, Australia |
Q4 2025 |
8 |
$100.01M |
| SaddleRock Capital Management LLC |
New York, NY |
Q4 2025 |
17 |
$99.8M |
| Seven Six Capital Management, LLC |
New York, NY |
Q4 2025 |
25 |
$99.37M |
| Soditic Asset Management LLP |
Tonbridge, United Kingdom |
Q3 2024 |
12 |
$98.36M |
| Sulzberger Capital Advisors, Inc. |
Miami, FL |
Q1 2026 |
49 |
$97.99M |
| Sensenig Capital Advisors, Inc |
Collegeville, PA |
Q1 2026 |
33 |
$97.54M |
| Strategic Financial Group, LLC |
Grand Haven, MI |
Q1 2026 |
18 |
$97.14M |
| Skyview Financial Group LLC |
Ponte Vedra Beach, FL |
Q4 2025 |
57 |
$96.91M |
| SARISSA CONSULTING LLC |
Santa Monica, CA |
Q3 2022 |
50 |
$96.76M |
| SymBiosis Capital Partners, LLC |
Bentonville, AR |
Q4 2025 |
11 |
$96.26M |
| SCHALLER INVESTMENT GROUP INC |
Winston Salem, NC |
Q4 2019 |
34 |
$95.74M |
| Sherry Group, Inc. |
Mountain Home, AR |
Q4 2025 |
43 |
$95.43M |
| Skorpios Trust |
Limassol, Cyprus |
Q3 2025 |
2 |
$95.04M |
| Shelter Rock Management, LLC |
Jericho, NY |
Q1 2026 |
35 |
$94.3M |
| Standard Family Office LLC |
Sioux Falls, SD |
Q4 2025 |
29 |
$94.14M |
| Square Wave Partners, L.P. |
Brooklyn, NY |
Q1 2025 |
8 |
$93.45M |
| SURIENCE PRIVATE WEALTH LLC |
Yakima, WA |
Q1 2026 |
40 |
$93.16M |
| SECOND CURVE CAPITAL LLC |
Radnor, PA |
Q4 2021 |
26 |
$93.08M |
| Spearhead Capital Advisors, LLC |
Wellington, FL |
Q3 2022 |
100 |
$92.31M |
| STANDARD PACIFIC CAPITAL LLC/CA |
San Francisco, CA |
Q4 2015 |
30 |
$92.03M |
| SPHINX TRADING, LP |
Chicago, IL |
Q4 2021 |
138 |
$91.39M |
| SUN VALLEY GOLD LLC |
Sun Valley, ID |
Q3 2024 |
3 |
$90.54M |
| Sage Investment Counsel LLC |
Franklin, TN |
Q1 2026 |
127 |
$90.14M |
| Shelter Ins Retirement Plan |
Columbia, MO |
Q1 2026 |
8 |
$89.83M |
| Signify Wealth |
Saint Louis, MO |
Q4 2024 |
26 |
$88.6M |
| SeaStone Capital Management, L.P. |
New York, NY |
Q1 2016 |
10 |
$87.16M |
| Smith Affiliated Capital Corp. |
New York, NY |
Q3 2017 |
119 |
$86.48M |
| STONEBRIDGE ADVISORS LLC |
Wilton, CT |
Q1 2026 |
2 |
$84.55M |
| SINECERA CAPITAL, LLC |
Austin, TX |
Q3 2024 |
30 |
$82.9M |
| Sonoma Private Wealth LLC |
Sonoma, CA |
Q4 2025 |
68 |
$82.81M |
| Significant Wealth Partners LLC |
Cary, IL |
Q1 2026 |
111 |
$81.18M |
| Stenham Asset Management (UK) Plc |
London |
Q4 2025 |
15 |
$79.74M |
| Spectrum Asset Management, Inc. |
Stamford, CT |
Q4 2025 |
4 |
$79.46M |
| swisspartners Ltd. |
Vaduz, Liechtenstein |
Q4 2022 |
73 |
$78.38M |
| STAPP WEALTH MANAGEMENT, PLLC |
Olympia, WA |
Q1 2026 |
30 |
$78.33M |
| State of New Jersey Common Pension Fund E |
Trenton, NJ |
Q1 2026 |
1 |
$77.69M |
| SKYLINE ASSET MANAGEMENT LP |
Chicago, IL |
Q4 2020 |
56 |
$77.5M |
| SPITFIRE CAPITAL LLC |
Mill Valley, CA |
Q3 2019 |
15 |
$77.12M |
| Sturgeon Ventures LLP |
London, United Kingdom |
Q3 2023 |
43 |
$76M |
| S. MUOIO & CO. LLC |
New York, NY |
Q3 2022 |
62 |
$75.71M |