| V2 Capital, LLC |
Glenview, IL |
Q1 2015 |
48 |
$241M |
| V2 Financial group LLC |
Naperville, IL |
Q3 2024 |
79 |
$155M |
| V3 Capital Management, L.P. |
Dallas, TX |
Q3 2024 |
1 |
$33.2M |
| Vahanian & Associates Financial Planning Inc. |
Saratoga Springs, NY |
Q4 2023 |
50 |
$25.3M |
| Valence8 US LP |
Cambridge, MA |
Q3 2024 |
40 |
$229M |
| Valentine Capital Asset Management, Inc. |
Danville, CA |
Q4 2015 |
182 |
$89.5M |
| VALENTINE VENTURES LLC |
Bend, OR |
Q3 2019 |
15 |
$92.9M |
| Valeo Financial Advisors, LLC |
Carmel, IN |
Q3 2024 |
691 |
$3.2B |
| Valiant Capital Management, L.P. |
San Francisco, CA |
Q3 2024 |
23 |
$732M |
| VALICENTI ADVISORY SERVICES INC |
Elmira, NY |
Q3 2024 |
70 |
$389M |
| VALINOR MANAGEMENT, L.P. |
New York, NY |
Q3 2024 |
1 |
$64.8M |
| Valley Brook Capital Group, Inc. |
Venetia, PA |
Q3 2024 |
117 |
$139M |
| Valley Financial Group, Inc. |
Ambler, PA |
Q3 2024 |
56 |
$143M |
| VALLEY FINANCIAL MANAGEMENT, INC. |
New York, NY |
Q2 2023 |
42 |
$193M |
| VALLEY FORGE ASSET MANAGEMENT, LLC |
King Of Prussia, PA |
Q4 2015 |
98 |
$645M |
| Valley Forge Capital Management, LP |
Miami, FL |
Q3 2024 |
8 |
$4.5B |
| VALLEY FORGE INVESTMENT CONSULTANTS INC ADV |
Audubon, PA |
Q3 2024 |
87 |
$287M |
| VALLEY NATIONAL ADVISERS INC |
Bethlehem, PA |
Q3 2024 |
738 |
$554M |
| VALLEY NATIONAL BANCORP |
New York, NY |
Q4 2014 |
222 |
$81.9M |
| VALLEY WEALTH MANAGERS, INC. |
Paramus, NJ |
Q3 2024 |
402 |
$1.35B |
| Valliance Asset Management Ltd |
Central, Hong Kong |
Q3 2024 |
7 |
$82M |
| Valmark Advisers, Inc. |
Akron, OH |
Q3 2024 |
581 |
$6.39B |
| Valor Management LLC |
Chicago, IL |
Q3 2024 |
4 |
$475M |
| Valtinson Bruner Financial Planning LLC |
New Brighton, MN |
Q3 2024 |
137 |
$287M |
| Valtura Capital Partners LLC |
New York, NY |
Q2 2017 |
1 |
$288K |
| ValueAct Holdings, L.P. |
San Francisco, CA |
Q3 2024 |
11 |
$4.37B |
| Value Aligned Research Advisors, LLC |
Princeton, NJ |
Q3 2024 |
21 |
$385M |
| Valued Retirements, Inc. |
Houston, TX |
Q3 2024 |
81 |
$72.6M |
| Valued Wealth Advisors LLC |
Holladay, UT |
Q3 2024 |
636 |
$154M |
| VALUE HOLDINGS LP |
Hampton Bays, NY |
Q3 2016 |
39 |
$170M |
| VALUE HOLDINGS MANAGEMENT CO. LLC |
Hampton Bays, NY |
Q3 2024 |
32 |
$567M |
| Value Monitoring, Inc. |
Menlo Park, CA |
Q3 2022 |
1 |
$1.5M |
| Value Partners Investments Inc. |
Winnipeg, Manitoba, Canada |
Q3 2024 |
90 |
$281M |
| VALUE PARTNERS LTD /ADV |
Hong Kong, Hong Kong |
Q2 2016 |
21 |
$158M |
| Values Added Financial LLC |
Washington, DC |
Q3 2024 |
105 |
$159M |
| Values First Advisors, Inc. |
Gray, TN |
Q3 2024 |
272 |
$184M |
| Value Star Asset Management (Hong Kong) Ltd |
Hong Kong, Hong Kong |
Q3 2024 |
9 |
$26.7M |
| VALUEWORKS LLC |
New York, NY |
Q3 2024 |
34 |
$314M |
| Van Berkom & Associates Inc. |
Montreal, Quebec, Canada |
Q3 2024 |
63 |
$3.65B |
| VANCE WEALTH, INC. |
Santa Clarita, CA |
Q3 2024 |
100 |
$264M |
| Vancity Investment Management Ltd |
Vancouver, British Columbia, Canada |
Q3 2024 |
73 |
$835M |
| Van Cleef Asset Management,Inc |
Beachwood, OH |
Q3 2024 |
122 |
$901M |
| VAN DEN BERG MANAGEMENT I, INC |
Austin, TX |
Q3 2024 |
107 |
$346M |
| Vanderbilt University |
Nashville, TN |
Q3 2024 |
71 |
$540M |
| VanderPol Investments L.L.C. |
Caledonia, MI |
Q3 2024 |
48 |
$44.9M |
| VAN ECK ASSOCIATES CORP |
New York, NY |
Q3 2024 |
1377 |
$78.6B |
| Vanguard Capital Wealth Advisors |
Denver, CO |
Q3 2024 |
116 |
$95M |
| VANGUARD GROUP INC |
Malvern, PA |
Q3 2024 |
4350 |
$5.58T |
| Vanguard Personalized Indexing Management, LLC |
Oakland, CA |
Q3 2024 |
1775 |
$6.21B |
| Van Hulzen Asset Management, LLC |
El Dorado Hills, CA |
Q3 2024 |
319 |
$1.38B |
| VAN LANSCHOT KEMPEN INVESTMENT MANAGEMENT N.V. |
Amsterdam, Netherlands |
Q3 2024 |
215 |
$9.62B |
| Van Leeuwen & Company, LLC |
Princeton, NJ |
Q1 2024 |
88 |
$197M |
| Vannoy Advisory Group, Inc. |
Round Rock, TX |
Q3 2024 |
27 |
$138M |
| VAN STRUM & TOWNE INC. |
San Francisco, CA |
Q3 2024 |
105 |
$289M |
| Vantage Consulting Group Inc |
Virginia Beach, VA |
Q3 2024 |
4 |
$11.4M |
| Vantage Financial Partners, LLC |
Elm Grove, WI |
Q3 2024 |
193 |
$403M |
| Vantage Financial Partners Ltd., Inc. |
Arlington Heights, IL |
Q2 2024 |
103 |
$402M |
| Vantage Investment Advisors, LLC |
State College, PA |
Q3 2018 |
766 |
$475M |
| Vantage Investment Partners, LLC |
Kansas City, MO |
Q3 2024 |
63 |
$1.19B |
| VANTAGEPOINT INVESTMENT ADVISERS LLC |
Washington, DC |
Q3 2024 |
10 |
$779M |
| Vantis Investment Advisers L.P. |
Miami, FL |
Q4 2021 |
26 |
$96.6M |
| Varde Management, L.P. |
Minneapolis, MN |
Q3 2024 |
3 |
$117M |
| Varenne Capital Partners |
Paris, France |
Q3 2024 |
13 |
$514M |
| VARLEY HOLDINGS PTY LTD |
Tomago Nsw, Australia |
Q4 2022 |
1 |
$26.3M |
| Varma Mutual Pension Insurance Co |
Helsinki, Finland |
Q3 2024 |
316 |
$12.6B |
| VASSALLUZZO SCOTT J |
Boca Raton, FL |
Q3 2016 |
4 |
$918K |
| VAUGHAN & Co SECURITIES, INC. |
Ridgewood, NJ |
Q3 2024 |
54 |
$170M |
| VAUGHAN DAVID INVESTMENTS LLC/IL |
Peoria, IL |
Q3 2024 |
216 |
$4.35B |
| VAUGHAN NELSON INVESTMENT MANAGEMENT, L.P. |
Houston, TX |
Q3 2024 |
205 |
$11.2B |
| Vawter Financial, Ltd. |
Columbus, OH |
Q3 2024 |
94 |
$164M |
| Vazirani Asset Management LLC |
New York, NY |
Q3 2024 |
22 |
$55.6M |
| VCI Wealth Management LLC |
St Louis, MO |
Q3 2024 |
94 |
$225M |
| VCU Investment Management Co |
Richmond, VA |
Q3 2023 |
1 |
$27.7M |
| Vector Capital, Ltd. |
San Francisco, CA |
Q4 2019 |
1 |
$168M |
| Vector Capital Management, L.P. |
San Francisco, CA |
Q3 2024 |
3 |
$47.4M |
| Vectors Research Management, LLC |
New York, NY |
Q3 2024 |
122 |
$330M |
| VECTOR WEALTH MANAGEMENT, LLC |
Minneapolis, MN |
Q4 2016 |
80 |
$142M |
| Veery Capital, LLC |
Wilmington, DE |
Q3 2024 |
94 |
$267M |
| VEGA ENERGY GP, LLC |
New York, NY |
Q3 2017 |
3 |
$75.5M |
| VELA Investment Management, LLC |
New Albany, OH |
Q3 2024 |
137 |
$293M |
| Velan Capital Investment Management LP |
Alpharetta, GA |
Q3 2024 |
17 |
$92.1M |
| VELT Partners Investimentos Ltda. |
Sao Paolo, Brazil |
Q3 2023 |
4 |
$51.1M |
| Venator Capital Management Ltd. |
Toronto, Ontario, Canada |
Q3 2023 |
16 |
$42.5M |
| Venator Management LLC |
Pittsburgh, PA |
Q3 2024 |
23 |
$345M |
| venBio Partners LLC |
San Francisco, CA |
Q3 2024 |
6 |
$194M |
| venBio Partners L.P. |
San Francisco, CA |
Q4 2018 |
3 |
$38.1M |
| Venor Capital Management LP |
New York, NY |
Q3 2022 |
3 |
$58.9M |
| Venrock Management VI, LLC |
Palo Alto, CA |
Q3 2024 |
1 |
$47.6M |
| Venrock Management V, LLC |
Palo Alto, CA |
Q4 2021 |
2 |
$719M |
| Venrock Partners Management V, LLC |
Palo Alto, CA |
Q2 2020 |
3 |
$101M |
| Venture Visionary Partners LLC |
Sylvania, OH |
Q3 2024 |
542 |
$2.29B |
| Venturi Wealth Management, LLC |
Austin, TX |
Q3 2024 |
1784 |
$1.91B |
| VeraBank, N.A. |
Henderson, TX |
Q3 2024 |
146 |
$342M |
| Veracity Capital LLC |
Atlanta, GA |
Q3 2024 |
202 |
$262M |
| Verdad Advisers, LP |
Boston, MA |
Q3 2024 |
93 |
$73.8M |
| Verde Capital Management |
Clarkston, MI |
Q3 2024 |
52 |
$333M |
| Verdence Capital Advisors LLC |
Hunt Valley, MD |
Q3 2024 |
638 |
$1.26B |
| Verde Servicos Internacionais S.A. |
Sao Paulo, Brazil |
Q3 2024 |
32 |
$215M |
| Verger Capital Management LLC |
Winston Salem, NC |
Q3 2024 |
14 |
$202M |
| Vericrest Private Wealth |
Newtown, PA |
Q2 2022 |
39 |
$81.5M |
| VeriStar Capital Management LP |
New York, NY |
Q3 2024 |
10 |
$71.7M |
| Veritas Asset Management LLP |
London, United Kingdom |
Q3 2024 |
34 |
$13.5B |
| Verition Fund Management LLC |
Greenwich, CT |
Q3 2024 |
2436 |
$14.8B |
| Verity Asset Management, Inc. |
Durham, NC |
Q3 2024 |
205 |
$266M |
| Verity & Verity, LLC |
Beaufort, SC |
Q3 2024 |
116 |
$1.02B |
| VERITY Wealth Advisors |
Sausalito, US |
Q3 2024 |
73 |
$142M |
| Vermillion Asset Management LLC |
New York, NY |
Q3 2014 |
1 |
$2.4M |
| Vermillion & White Wealth Management Group, LLC |
Phoenixville, PA |
Q3 2024 |
352 |
$135M |
| Vernal Point Advisors, LLC |
San Francisco, CA |
Q3 2024 |
20 |
$129M |
| Versant Capital Management, Inc |
Phoenix, AZ |
Q3 2024 |
2006 |
$439M |
| Versant Venture Management, LLC |
San Francisco, CA |
Q3 2024 |
6 |
$63.6M |
| Versor Investments LP |
New York, NY |
Q3 2024 |
743 |
$632M |
| Vert Asset Management LLC |
Sausalito, CA |
Q3 2024 |
42 |
$290M |
| VERTEX ONE ASSET MANAGEMENT INC. |
Vancouver, British Columbia, Canada |
Q4 2019 |
107 |
$434M |
| Vertex Planning Partners, LLC |
Downers Grove, IL |
Q3 2024 |
160 |
$418M |
| Verum Partners LLC |
Charlotte, NC |
Q3 2024 |
162 |
$341M |
| VERUS CAPITAL PARTNERS, LLC |
Scottsdale, AZ |
Q3 2024 |
389 |
$1.09B |
| Verus Financial Partners, Inc. |
Richmond, VA |
Q3 2024 |
98 |
$913M |
| Vesa Equity Investment S.a r.l. |
Luxembourg, Luxembourg |
Q3 2024 |
1 |
$260M |
| Vesey Street Capital Partners, L.L.C. |
New York, NY |
Q3 2024 |
1 |
$149M |
| Vestal Point Capital, LP |
New York, NY |
Q3 2024 |
67 |
$1.27B |
| Vestcor Inc |
Fredericton, New Brunswick, Canada |
Q3 2024 |
1161 |
$3.17B |
| Vest Financial, LLC |
Mclean, VA |
Q3 2024 |
274 |
$5.18B |
| VESTIA PERSONAL WEALTH ADVISORS |
Fort Wayne, IN |
Q3 2024 |
82 |
$105M |
| Vestmark Advisory Solutions, Inc. |
Wakefield, MA |
Q3 2024 |
538 |
$2.69B |
| VESTOR CAPITAL, LLC |
Chicago, IL |
Q3 2024 |
245 |
$1.27B |
| Vestpro Financial Partners, Inc. dba CPF Texas |
Plano, TX |
Q3 2018 |
264 |
$210M |
| VHCP Management III, LLC |
New York, NY |
Q4 2019 |
18 |
$504M |
| VHCP Management II, LLC |
New York, NY |
Q4 2019 |
20 |
$379M |
| VHCP Management, LLC |
New York, NY |
Q4 2016 |
21 |
$93M |
| VIAWEALTH, LLC |
Leawood, KS |
Q3 2024 |
150 |
$172M |
| VICKERMAN & DRISCOLL FINANCIAL ADVISORS INC |
Spokane, WA |
Q1 2020 |
67 |
$163M |
| Vickerman Investment Advisors, Inc. |
Spokane, WA |
Q3 2024 |
65 |
$340M |
| Victoria 1522 Investments, LP |
San Francisco, CA |
Q3 2014 |
8 |
$9.48M |
| VICTORY CAPITAL MANAGEMENT INC |
San Antonio, TX |
Q3 2024 |
2481 |
$104B |
| VICTORY FINANCIAL GROUP, LLC |
Austin, TX |
Q2 2024 |
78 |
$214M |
| VICUS CAPITAL |
State College, PA |
Q3 2024 |
223 |
$1.13B |
| Vida Ventures Advisors, LLC |
Boston, MA |
Q3 2024 |
6 |
$139M |
| Vident Advisory, LLC |
Alpharetta, GA |
Q3 2024 |
1406 |
$3.97B |
| Vienna Asset Management LLC |
Saratoga, CA |
Q3 2024 |
43 |
$135M |
| Vienna Powszechne Towarzystwo Emerytalne S.A. Vienna Insurance Group |
Warsaw, Poland |
Q3 2024 |
91 |
$235M |
| Viewpoint Capital Management LLC |
Seattle, WA |
Q3 2024 |
140 |
$179M |
| VIEWPOINT INVESTMENT PARTNERS CORP |
Calgary, Alberta, Canada |
Q3 2024 |
9 |
$125M |
| VIEX Capital Advisors, LLC |
Sunny Isles Beach, FL |
Q3 2022 |
9 |
$29.7M |
| Vigilant Capital Management, LLC |
Portland, ME |
Q2 2023 |
454 |
$1.34B |
| Vigilare Wealth Management |
Scottsdale, AZ |
Q3 2024 |
90 |
$247M |
| VIKING FUND MANAGEMENT LLC |
Minot, ND |
Q3 2024 |
131 |
$615M |
| VIKING GLOBAL INVESTORS LP |
Stamford, CT |
Q3 2024 |
83 |
$27.4B |
| Vilas Fund, LP |
Chicago, IL |
Q3 2019 |
24 |
$74.3M |
| Villanova Investment Management Co LLC |
Wayne, PA |
Q3 2024 |
54 |
$93.5M |
| VILLERE ST DENIS J & CO LLC |
New Orleans, LA |
Q3 2024 |
86 |
$1.23B |
| VIMA LLC |
Troy, MI |
Q3 2024 |
68 |
$48.7M |
| Vinland Capital Management Gestora de Recursos LTDA. |
Sao Paulo, Brazil |
Q3 2024 |
27 |
$26.2M |
| Vintage Ventures Advisors Ltd. |
Herzliya, Israel |
Q3 2023 |
2 |
$15.2M |
| Vinva Investment Management Ltd |
Sydney, Australia |
Q3 2024 |
414 |
$2.29B |
| Viola Ventures V.C. Management 4 Ltd. |
Herzliya, Israel |
Q3 2024 |
5 |
$271M |
| Violich Capital Management, Inc. |
San Francisco, CA |
Q3 2024 |
111 |
$769M |
| Virginia National Bank |
Charlottesville, VA |
Q3 2023 |
35 |
$21.9M |
| VIRGINIA RETIREMENT SYSTEM |
Richmond, VA |
Q1 2016 |
1032 |
$6.9B |
| VIRGINIA RETIREMENT SYSTEMS ET Al |
Richmond, VA |
Q3 2023 |
934 |
$10.1B |
| VIRGINIA WEALTH MANAGEMENT GROUP, INC. |
Virginia Beach, VA |
Q3 2024 |
55 |
$160M |
| VIRIDIAN RIA, LLC |
Bothell, WA |
Q1 2022 |
9 |
$22.2M |
| Virtue Capital Management, LLC |
Brentwood, TN |
Q3 2024 |
264 |
$499M |
| Virtu Financial LLC |
New York, NY |
Q3 2024 |
1296 |
$1.81B |
| Virtus ETF Advisers LLC |
New York, NY |
Q3 2024 |
454 |
$214M |
| Virtus Family Office LLC |
El Paso, TX |
Q3 2024 |
47 |
$75.8M |
| Virtus Fund Advisers, LLC |
Hartford, CT |
Q3 2024 |
110 |
$24.5M |
| Virtus Investment Advisers, Inc. |
Hartford, CT |
Q3 2024 |
340 |
$127M |
| VISA FOUNDATION |
San Francisco, CA |
Q3 2024 |
2 |
$236M |
| VISA INC. |
San Francisco, CA |
Q3 2023 |
4 |
$89.1M |
| Vise Technologies, Inc. |
New York, NY |
Q3 2024 |
588 |
$786M |
| Vishria Bird Financial Group, LLC |
Memphis, TN |
Q3 2024 |
82 |
$264M |
| Visionary Asset Management, Inc. |
Houston, TX |
Q4 2018 |
129 |
$252M |
| VISIONARY HORIZONS, LLC |
Knoxville, TN |
Q3 2024 |
89 |
$150M |
| Visionary Wealth Advisors |
O'fallon, IL |
Q3 2024 |
533 |
$1.64B |
| Vision Capital Corp |
Toronto, Ontario, Canada |
Q3 2024 |
18 |
$404M |
| Vision Capital Management, Inc. |
Portland, OR |
Q3 2024 |
127 |
$709M |
| Vision One Management Partners, LP |
Miami, FL |
Q3 2024 |
8 |
$147M |
| VisionPoint Advisory Group, LLC |
Dallas, TX |
Q3 2024 |
245 |
$296M |
| VISTA CAPITAL PARTNERS, INC. |
Portland, OR |
Q3 2024 |
109 |
$861M |
| VISTA EQUITY PARTNERS MANAGEMENT, LLC |
San Francisco, CA |
Q3 2024 |
4 |
$3.47B |
| VISTA FINANCE, LLC |
Clayton, MO |
Q3 2024 |
27 |
$73.8M |
| VISTA INVESTMENT MANAGEMENT |
Pittsburgh, PA |
Q3 2024 |
173 |
$265M |
| VISTA INVESTMENT PARTNERS LLC |
Oklahoma City, OK |
Q3 2024 |
153 |
$312M |
| VitalStone Financial, LLC |
Shavano Park, TX |
Q3 2024 |
495 |
$147M |
| Vitol Holding B.V. |
Rotterdam, Netherlands |
Q3 2024 |
2 |
$11.8M |
| Vitruvian Partners LLP |
London, United Kingdom |
Q3 2024 |
6 |
$257M |
| Vivaldi Capital Management LP |
Chicago, IL |
Q3 2024 |
226 |
$344M |
| VIVID FINANCIAL MANAGEMENT, INC. |
Orcutt, CA |
Q4 2021 |
129 |
$268M |
| Vivid Wealth Management, LLC |
West Des Moines, IA |
Q3 2024 |
60 |
$191M |
| Vivo Capital, LLC |
Palo Alto, CA |
Q3 2024 |
43 |
$1.21B |
| VK Services, LLC |
Menlo Park, CA |
Q3 2024 |
5 |
$455M |
| VNBTrust, National Association |
Charlottesville, VA |
Q2 2018 |
108 |
$172M |
| Voce Capital Management LLC |
San Francisco, CA |
Q2 2023 |
11 |
$57.8M |
| VOISARD ASSET MANAGEMENT GROUP, INC. |
Grand Rapids, MI |
Q3 2024 |
715 |
$240M |
| Voit & Company, LLC |
Brookfield, WI |
Q3 2020 |
49 |
$103M |
| VOLORIDGE INVESTMENT MANAGEMENT, LLC |
Jupiter, FL |
Q3 2024 |
1133 |
$27.5B |
| Von Berge Wealth Management Group, LLC |
San Diego, CA |
Q3 2024 |
66 |
$143M |
| von Borstel & Associates, Inc. |
The Dalles, OR |
Q3 2024 |
36 |
$177M |
| Vontobel Holding Ltd. |
Zurich, Switzerland |
Q3 2024 |
1076 |
$31B |
| VORPAL, LLC |
Nashville, TN |
Q3 2024 |
1 |
$22M |
| Voss Capital, LP |
Houston, TX |
Q3 2024 |
39 |
$1.2B |
| Voya Financial Advisors, Inc. |
Windsor, CT |
Q3 2024 |
231 |
$927M |
| Voyager Global Management LP |
New York, NY |
Q3 2024 |
11 |
$2.31B |
| VOYA INVESTMENT MANAGEMENT LLC |
Atlanta, GA |
Q3 2024 |
2804 |
$96.4B |
| VPR Management LLC |
Houston, TX |
Q3 2024 |
56 |
$287M |
| VR Adviser, LLC |
New York, NY |
Q3 2024 |
38 |
$1.91B |
| VR Advisory Services Ltd |
Camana Bay, Grand Cayman, Cayman Islands |
Q3 2024 |
41 |
$287M |
| V-Square Quantitative Management LLC |
Chicago, IL |
Q3 2024 |
690 |
$677M |
| VSR Financial Services, Inc. |
Overland Park, KS |
Q2 2016 |
490 |
$607M |
| Vulcan Value Partners, LLC |
Birmingham, AL |
Q3 2024 |
43 |
$5.97B |
| VV Manager LLC |
Boston, MA |
Q2 2020 |
4 |
$22.5K |
| V Wealth Advisors LLC |
Overland Park, KS |
Q3 2023 |
107 |
$124M |
| VY Capital Management Co. Ltd. |
Dubai, United Arab Emirates |
Q3 2024 |
1 |
$474M |