| WADDELL & ASSOCIATES, LLC |
Memphis, TN |
Q3 2024 |
150 |
$822M |
| WADDELL & REED FINANCIAL INC |
Overland Park, KS |
Q1 2021 |
475 |
$48.6B |
| Wade Financial Advisory, Inc |
Campbell, CA |
Q3 2024 |
81 |
$297M |
| WADE G W & INC |
Wellesley, MA |
Q4 2023 |
417 |
$3.08B |
| W ADVISORS, LLC |
Germantown, TN |
Q3 2024 |
117 |
$162M |
| WAFRA INC. |
New York, NY |
Q3 2024 |
2 |
$239M |
| Wagner Wealth Management, LLC |
Greenville, SC |
Q3 2024 |
227 |
$370M |
| Wahed Invest LLC |
New York, NY |
Q3 2024 |
219 |
$562M |
| Wakefield Asset Management LLLP |
Englewood, CO |
Q3 2024 |
142 |
$307M |
| WALDEN WEALTH PARTNERS LLC |
Beachwood, OH |
Q2 2024 |
87 |
$179M |
| Waldron Private Wealth LLC |
Bridgeville, PA |
Q3 2024 |
490 |
$2.41B |
| Walgreens Boots Alliance, Inc. |
Deerfield, IL |
Q3 2024 |
2 |
$4.84B |
| Walker Asset Management, LLC |
Verona, MO |
Q3 2024 |
143 |
$161M |
| Walker Financial Services, Inc. |
Bowling Green, KY |
Q3 2024 |
29 |
$148M |
| Walkner Condon Financial Advisors LLC |
Madison, WI |
Q3 2024 |
265 |
$490M |
| Wallace Advisory Group, LLC |
Lafayette, CA |
Q3 2024 |
177 |
$134M |
| Wallace Capital Management Inc. |
Dallas, TX |
Q3 2024 |
85 |
$738M |
| Wallace Hart LLC |
Lexington, KY |
Q3 2024 |
26 |
$133M |
| Wall Capital Group, Inc. |
Phoenix, AZ |
Q4 2023 |
23 |
$88.2M |
| WALLED LAKE PLANNING & WEALTH MANAGEMENT, LLC |
Winnetka, IL |
Q3 2024 |
132 |
$266M |
| WALLER FINANCIAL PLANNING GROUP, INC |
Columbus, OH |
Q3 2024 |
67 |
$403M |
| Walleye Capital LLC |
New York, NY |
Q3 2024 |
2435 |
$9.42B |
| Walleye Trading LLC |
New York, NY |
Q3 2024 |
1190 |
$4.16B |
| Wallington Asset Management, LLC |
Indianapolis, IN |
Q3 2024 |
99 |
$718M |
| WALL STREET ASSOCIATES |
Lajolla, CA |
Q4 2016 |
202 |
$151M |
| Wall Street Financial Group, Inc. |
Carlinville, IL |
Q3 2024 |
37 |
$94.8M |
| Walnut Level Capital LLC |
Denver, CO |
Q3 2024 |
27 |
$166M |
| WALNUT PRIVATE EQUITY PARTNERS, LLC |
Omaha, NE |
Q3 2024 |
15 |
$168M |
| WALTER & KEENAN WEALTH MANAGEMENT LLC /IN/ /ADV |
Souh Bend, IN |
Q3 2024 |
150 |
$329M |
| Walter Public Investments Inc. |
Westmount, Canada (Federal Level) |
Q3 2024 |
42 |
$573M |
| Walthausen & Co., LLC |
Malta, NY |
Q3 2022 |
95 |
$120M |
| Wambolt & Associates, LLC |
Littleton, CO |
Q3 2024 |
194 |
$366M |
| Waratah Capital Advisors Ltd. |
Toronto, Ontario, Canada |
Q3 2024 |
98 |
$1.68B |
| Warberg Asset Management LLC |
Winnetka, IL |
Q3 2024 |
172 |
$365M |
| WARBURG PINCUS LLC |
New York, NY |
Q3 2024 |
7 |
$1.95B |
| Ward Ferry Management (BVI) Ltd |
Road Town, Tortola, Virgin Islands, British |
Q3 2024 |
6 |
$905M |
| Warlander Asset Management, LP |
New York, NY |
Q3 2019 |
1 |
$17.8M |
| WARNER FINANCIAL, INC |
Bethesda, MD |
Q3 2024 |
114 |
$226M |
| Warren Street Wealth Advisors, LLC |
Newport Beach, CA |
Q3 2024 |
107 |
$242M |
| Warther Private Wealth, LLC |
Akron, OH |
Q3 2024 |
85 |
$284M |
| Warwick Investment Management, Inc. |
Bryan, TX |
Q3 2024 |
95 |
$422M |
| WASATCH ADVISORS LP |
Salt Lake City, UT |
Q3 2024 |
237 |
$20.4B |
| WASHBURN CAPITAL MANAGEMENT, INC. |
Vero Beach, FL |
Q3 2024 |
40 |
$140M |
| WASHINGTON CAPITAL MANAGEMENT, INC |
Seattle, WA |
Q3 2024 |
109 |
$130M |
| WASHINGTON GROWTH STRATEGIES LLC |
Washington, DC |
Q3 2024 |
79 |
$125K |
| Washington Harbour Partners LP |
Arlington, VA |
Q3 2024 |
24 |
$55.9M |
| WASHINGTON STATE INVESTMENT BOARD |
Olympia, WA |
Q3 2024 |
2 |
$964M |
| Washington Trust Advisors, Inc. |
Wellesley, MA |
Q3 2024 |
661 |
$1.16B |
| WASHINGTON TRUST BANK |
Spokane, WA |
Q3 2024 |
218 |
$1.04B |
| WASHINGTON TRUST Co |
Westerly, RI |
Q3 2024 |
848 |
$2.85B |
| WASHINGTON UNIVERSITY |
St Louis, MO |
Q3 2024 |
4 |
$154M |
| Wasserstein Debt Opportunities Management, L.P. |
New York, NY |
Q3 2024 |
1 |
$124M |
| Watchman Group, Inc. |
Plano, TX |
Q3 2024 |
81 |
$384M |
| Watchtower Advisors, LP |
Old Greenwich, CT |
Q3 2024 |
15 |
$216M |
| Water Asset Management LLC |
New York, NY |
Q4 2019 |
17 |
$43.6M |
| Waterfall Asset Management, LLC |
New York, NY |
Q3 2024 |
5 |
$78.1M |
| Waterford Advisors, LLC |
Orchard Park, NY |
Q3 2024 |
50 |
$196M |
| Waterfront Capital Partners, LLC |
New York, NY |
Q3 2024 |
33 |
$544M |
| Waterfront Wealth Inc. |
Overland Park, KS |
Q3 2024 |
253 |
$403M |
| WATER ISLAND CAPITAL LLC |
New York, NY |
Q3 2024 |
68 |
$968M |
| Waterloo Capital, L.P. |
Austin, TX |
Q3 2024 |
354 |
$916M |
| Watermark Asset Management, Inc. |
San Ramon, CA |
Q4 2018 |
273 |
$216M |
| Water Oak Advisors LLC |
Winter Park, FL |
Q3 2020 |
17 |
$155M |
| Watershed Asset Management, L.L.C. |
San Francisco, CA |
Q4 2023 |
116 |
$85.7M |
| WATERSHED PRIVATE WEALTH LLC |
Oak Brook, IL |
Q3 2024 |
113 |
$251M |
| WATERS PARKERSON & CO., LLC |
New Orleans, LA |
Q3 2024 |
192 |
$1.97B |
| Waterstone Capital Management, L.P. |
St. Louis Park, MN |
Q4 2019 |
8 |
$98.6M |
| Waterway Wealth Management, LLC |
The Woodlands, TX |
Q3 2024 |
73 |
$233M |
| Watson Rebecca |
Hanover, NH |
Q3 2020 |
81 |
$170M |
| Watts Gwilliam & Co., LLC |
Gilbert, AZ |
Q3 2024 |
201 |
$458M |
| Wavelength Asset Management LLC |
New York, NY |
Q3 2015 |
13 |
$30.3M |
| Wavelength Capital Management, LLC |
Westport, CT |
Q3 2023 |
15 |
$85.9M |
| Waverly Advisors, LLC |
Birmingham, AL |
Q3 2024 |
805 |
$5.42B |
| Waverton Investment Management Ltd |
London, United Kingdom |
Q3 2024 |
98 |
$6.09B |
| Waycross Investment Management Co |
Bellingham, WA |
Q3 2024 |
49 |
$109M |
| WAYCROSS PARTNERS, LLC |
Louisville, KY |
Q3 2024 |
65 |
$723M |
| Wayfinding Financial, LLC |
Lynnwood, WA |
Q3 2024 |
37 |
$134M |
| Waypoint Capital Advisors, LLC |
Minneapolis, MN |
Q3 2024 |
127 |
$470M |
| waypoint wealth counsel |
Atlanta, GA |
Q3 2024 |
102 |
$148M |
| Waypoint Wealth Partners Inc. |
Mill Valley, CA |
Q3 2024 |
67 |
$377M |
| Wayzata Investment Partners LLC |
Wayzata, MN |
Q3 2018 |
2 |
$70.8M |
| WBH ADVISORY INC |
Baltimore, MD |
Q3 2024 |
324 |
$1.06B |
| WBI INVESTMENTS, LLC |
Red Bank, NJ |
Q3 2024 |
229 |
$416M |
| WCG Wealth Advisors LLC |
Las Vegas, NV |
Q3 2024 |
307 |
$1.48B |
| WCM INVESTMENT MANAGEMENT, LLC |
Laguna Beach, CA |
Q3 2024 |
289 |
$44.1B |
| WC Walker & Associates, Inc. |
Fullerton, CA |
Q4 2022 |
70 |
$184M |
| WD RUTHERFORD LLC |
Portland, OR |
Q3 2024 |
78 |
$205M |
| WEALTH ADVISORS, INC. |
Rancho Santa Fe, CA |
Q3 2023 |
67 |
$223M |
| Wealth Advisors of Iowa, LLC |
West Des Moines, IA |
Q3 2024 |
69 |
$196M |
| Wealth Advisors of Tampa Bay, LLC |
Tampa, FL |
Q3 2024 |
88 |
$240M |
| Wealth Advisory Solutions, LLC |
IndIIanapolis, IN |
Q3 2024 |
122 |
$363M |
| Wealth Alliance |
Mellville, NY |
Q3 2024 |
521 |
$837M |
| Wealth Alliance Advisory Group, LLC |
Wichita, KS |
Q3 2024 |
193 |
$476M |
| Wealth Architects, LLC |
Mountain View, CA |
Q3 2024 |
214 |
$884M |
| WealthBridge Capital Management, LLC |
Westerville, OH |
Q3 2024 |
209 |
$348M |
| WealthBridge Investment Counsel Inc. |
Calgary, Alberta, Canada |
Q3 2024 |
47 |
$282M |
| Wealthcare Advisory Partners LLC |
West Chester, PA |
Q3 2024 |
871 |
$3.51B |
| WEALTHCARE CAPITAL MANAGEMENT LLC |
Richmond, VA |
Q3 2024 |
82 |
$997M |
| WealthCare Investment Partners, LLC |
Portsmouth, RI |
Q3 2024 |
140 |
$228M |
| Wealth CMT |
Cherry Hill, NJ |
Q2 2023 |
10 |
$66.2M |
| WealthCollab, LLC |
Bellevue, WA |
Q3 2024 |
881 |
$152M |
| Wealth Dimensions Group, Ltd. |
Cincinnati, OH |
Q3 2024 |
148 |
$395M |
| WEALTH EFFECTS LLC |
Boston, MA |
Q3 2024 |
217 |
$285M |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC |
Plymouth, MN |
Q3 2024 |
2648 |
$46.5B |
| Wealth Enhancement & Preservation of GA, LLC |
Alpharetta, GA |
Q2 2023 |
48 |
$104M |
| Wealth Forward, LLC |
Fargo, ND |
Q3 2024 |
31 |
$143M |
| Wealthfront Advisers LLC |
Palo Alto, CA |
Q3 2024 |
909 |
$32.5B |
| WEALTHGARDEN F.S. LLC |
El Segundo, CA |
Q3 2024 |
119 |
$103M |
| Wealthgate Family Office, LLC |
Boulder, CO |
Q3 2024 |
14 |
$35.9M |
| Wealth Group Ltd |
Eden Prairie, MN |
Q3 2024 |
65 |
$344M |
| Wealth Group, Ltd. |
Raleigh, NC |
Q3 2024 |
152 |
$149M |
| Wealth Management Partners, LLC |
Tucson, AZ |
Q3 2024 |
111 |
$216M |
| WEALTH MANAGEMENT RESOURCES, INC. |
Smithfield, RI |
Q3 2024 |
31 |
$250M |
| Wealth Management Solutions, LLC |
Exton, PA |
Q3 2023 |
82 |
$146M |
| WealthNavi Inc. |
Shibuya Ku, Tokyo, Japan |
Q3 2024 |
10 |
$8.74B |
| WealthOne, LLC |
Albany, NY |
Q3 2023 |
85 |
$248M |
| Wealth & Pension Services Group, Inc. |
Atlanta, GA |
Q3 2019 |
121 |
$138M |
| WealthPlan Investment Management, LLC |
Omaha, NE |
Q3 2024 |
247 |
$988M |
| WealthPLAN Partners, LLC |
Omaha, NE |
Q3 2024 |
255 |
$745M |
| Wealth Quarterback LLC |
Toms River, NJ |
Q3 2024 |
130 |
$192M |
| Wealthquest Corp |
Cincinnati, OH |
Q3 2024 |
131 |
$1.14B |
| WealthShield Partners, LLC |
Cary, NC |
Q3 2024 |
483 |
$738M |
| Wealthsimple Inc. |
Toronto, Ontario, Canada |
Q3 2022 |
38 |
$2.68B |
| Wealthsimple US, Ltd. |
Brooklyn, NY |
Q1 2021 |
23 |
$169M |
| WEALTHSOURCE PARTNERS, LLC |
San Luis Obispo, CA |
Q4 2023 |
500 |
$1.54B |
| WEALTHSPAN PARTNERS, LLC |
Davenport, IA |
Q3 2024 |
107 |
$203M |
| Wealthspire Advisors, LLC |
New York, NY |
Q3 2024 |
754 |
$9.83B |
| Wealthspire Advisors, L.P. |
Potomac, MD |
Q3 2020 |
482 |
$2.83B |
| Wealthspring Capital LLC |
West Harrison, NY |
Q3 2024 |
78 |
$81.1M |
| Wealthstar Advisors, LLC |
Plano, TX |
Q2 2024 |
28 |
$123M |
| WealthStone, Inc. |
Columbus, OH |
Q1 2021 |
276 |
$287M |
| Wealthstream Advisors, Inc. |
New York, NY |
Q3 2024 |
162 |
$550M |
| Wealthstreet Investment Advisors, LLC |
Dallas, TX |
Q1 2022 |
71 |
$3.71M |
| WealthTrust-Arizona, LLC |
Scottsdale, AZ |
Q4 2018 |
678 |
$172M |
| WealthTrust Asset Management, LLC |
Destin, FL |
Q3 2024 |
87 |
$134M |
| WealthTrust Axiom LLC |
Wayne, PA |
Q3 2024 |
264 |
$337M |
| WealthTrust Fairport, LLC |
Cleveland, OH |
Q1 2019 |
434 |
$1.06B |
| WEALTHY FOUNTAIN HOLDINGS INC |
Shanghai, China |
Q2 2018 |
1 |
$5.64M |
| Weather Gauge Advisory, LLC |
Williamsburg, VA |
Q3 2021 |
75 |
$76.7M |
| WEATHERLY ASSET MANAGEMENT L. P. |
Del Mar, CA |
Q3 2024 |
179 |
$1.14B |
| Weatherstone Capital Management |
Denver, CO |
Q1 2019 |
84 |
$94.5M |
| Weaver Capital Management LLC |
Suwanee, GA |
Q3 2024 |
171 |
$333M |
| Weaver C. Barksdale & Associates, Inc. |
Nashville, TN |
Q3 2024 |
62 |
$111M |
| Weaver Consulting Group |
Huntington Beach, CA |
Q3 2024 |
223 |
$315M |
| WEBER ALAN W |
Armonk, NY |
Q4 2020 |
82 |
$334M |
| Webs Creek Capital Management LP |
Dallas, TX |
Q3 2024 |
13 |
$281M |
| WEBSTER BANK, N. A. |
Waterbury, CT |
Q3 2024 |
582 |
$940M |
| WEBSTERROGERS FINANCIAL ADVISORS, LLC |
Florence, SC |
Q3 2024 |
68 |
$286M |
| Wechter Feldman Wealth Management, Inc. |
Parsippany, NJ |
Q2 2021 |
23 |
$143M |
| WEDBUSH SECURITIES INC |
Los Angeles, CA |
Q3 2024 |
1098 |
$2.69B |
| WEDGE CAPITAL MANAGEMENT L L P/NC |
Charlotte, NC |
Q3 2024 |
498 |
$5.79B |
| WEDGEWOOD INVESTORS INC /PA/ |
Erie, PA |
Q3 2024 |
100 |
$91.6M |
| WEDGEWOOD PARTNERS INC |
St Louis, MO |
Q3 2024 |
19 |
$533M |
| Wedmont Private Capital |
West Chester, PA |
Q3 2024 |
668 |
$1.75B |
| WEIK CAPITAL MANAGEMENT |
Wyomissing, PA |
Q3 2024 |
93 |
$248M |
| Weil Company, Inc. |
San Diego, CA |
Q3 2024 |
142 |
$305M |
| Weiss Asset Management LP |
Boston, MA |
Q3 2024 |
560 |
$3.69B |
| Weitzel Financial Services, Inc. |
Dubuque, IA |
Q3 2024 |
41 |
$213M |
| WEITZ INVESTMENT MANAGEMENT, INC. |
Omaha, NE |
Q3 2024 |
50 |
$2.03B |
| Wela Strategies, Inc. |
Atlanta, GA |
Q3 2024 |
52 |
$229M |
| WELCH CAPITAL PARTNERS LLC/NY |
Harrison, NY |
Q3 2024 |
25 |
$447M |
| WELCH & FORBES LLC |
Boston, MA |
Q3 2024 |
373 |
$7.86B |
| Welch Group, LLC |
Birmingham, AL |
Q3 2024 |
269 |
$2.3B |
| Welch Investments, LLC |
Birmingham, AL |
Q4 2017 |
54 |
$157M |
| WELLCOME TRUST LTD (THE) as trustee of the WELLCOME TRUST |
London, United Kingdom |
Q3 2024 |
22 |
$8.21B |
| Well Done, LLC |
Holland, MI |
Q3 2024 |
179 |
$547M |
| Wellesley Asset Management |
Portsmouth, NH |
Q3 2024 |
49 |
$1.03B |
| Wellesley Investment Partners, LLC |
Wellesley, MA |
Q3 2020 |
103 |
$293M |
| WELLINGTON MANAGEMENT GROUP LLP |
Boston, MA |
Q3 2024 |
1888 |
$571B |
| Wellington Shields Capital Management, LLC |
New York, NY |
Q3 2024 |
313 |
$575M |
| Wellington Shields & Co., LLC |
New York, NY |
Q3 2024 |
310 |
$329M |
| Wellington Wealth Strategies, LLC. |
Indianapolis, IN |
Q3 2024 |
71 |
$131M |
| WELLS FARGO & COMPANY/MN |
San Francisco, CA |
Q3 2024 |
6335 |
$413B |
| Wells Financial Advisors INC |
Framingham, MA |
Q3 2024 |
102 |
$74M |
| Wellspring Financial Advisors, LLC |
Cleveland, OH |
Q3 2024 |
166 |
$625M |
| Wells Trecaso Financial Group, LLC |
Akron, OH |
Q3 2024 |
92 |
$304M |
| WENDELL DAVID ASSOCIATES INC |
Portsmouth, NH |
Q3 2024 |
160 |
$1.05B |
| Werba Rubin Papier Wealth Management |
San Jose, CA |
Q3 2024 |
193 |
$426M |
| Werlinich Asset Management, LLC |
Stamford, CT |
Q3 2024 |
61 |
$172M |
| WESBANCO BANK INC |
Wheeling, WV |
Q3 2024 |
616 |
$2.95B |
| WESCAP Management Group, Inc. |
Glendale, CA |
Q3 2024 |
93 |
$399M |
| Wescott Financial Advisory Group, LLC |
Philadelphia, PA |
Q3 2024 |
170 |
$930M |
| Wesleyan Assurance Society |
Birmingham, United Kingdom |
Q3 2024 |
103 |
$1.26B |
| WESPAC Advisors, LLC |
Orinda, CA |
Q3 2024 |
150 |
$135M |
| WESPAC Advisors SoCal, LLC |
Pasadena, CA |
Q3 2024 |
95 |
$432M |
| WEST BANCORPORATION INC |
West Des Moines, IA |
Q3 2024 |
99 |
$150M |
| Westbourne Investment Advisors, Inc. |
Annapolis, MD |
Q3 2024 |
91 |
$286M |
| West Branch Capital LLC |
Amherst, MA |
Q3 2024 |
601 |
$289M |
| WestBridge Capital Management, LLC |
Trianon, Mauritius |
Q3 2024 |
1 |
$154M |
| WEST CHESTER CAPITAL ADVISORS, INC |
Johnstown, PA |
Q3 2023 |
43 |
$54.1M |
| Westchester Capital Management, Inc. |
Omaha, NE |
Q3 2024 |
41 |
$412M |
| Westchester Capital Management, LLC |
Valhalla, NY |
Q3 2024 |
183 |
$2.16B |
| WEST COAST ASSET MANAGEMENT INC |
Montecito, CA |
Q3 2014 |
33 |
$53.6M |
| West Coast Financial LLC |
Santa Barbara, CA |
Q3 2024 |
172 |
$909M |
| WestEnd Advisors, LLC |
Charlotte, NC |
Q3 2024 |
397 |
$4.08B |
| Westend Capital Management, LLC |
Sausalito, CA |
Q3 2024 |
243 |
$292M |
| WESTERLY CAPITAL MANAGEMENT, LLC |
San Francisco, CA |
Q3 2024 |
40 |
$176M |
| Western Asset Management Company, LLC |
Pasadena, CA |
Q3 2024 |
11 |
$96.9M |
| WESTERN FINANCIAL Corp |
San Diego, CA |
Q3 2022 |
93 |
$143M |
| Western Financial Corp/CA |
San Diego, CA |
Q3 2024 |
120 |
$176M |
| Western Pacific Wealth Management, LP |
Lake Forest, IL |
Q3 2024 |
254 |
$150M |
| Western Standard LLC |
Los Angeles, CA |
Q3 2024 |
21 |
$107M |
| Western Wealth Management, LLC |
Golden, CO |
Q3 2024 |
743 |
$1.75B |
| WEST FACE CAPITAL INC. |
Toronto, Ontario, Canada |
Q3 2018 |
1 |
$16.6M |
| West Family Investments, Inc. |
Carlsbad, CA |
Q3 2024 |
293 |
$294M |
| WESTFIELD CAPITAL MANAGEMENT CO LP |
Boston, MA |
Q3 2024 |
247 |
$22.1B |
| West Financial Advisors, LLC |
Des Moines, IA |
Q3 2024 |
187 |
$519M |
| Westfuller Advisors, LLC |
New York, NY |
Q3 2024 |
82 |
$139M |
| Westhampton Capital, LLC |
Winston Salem, NC |
Q3 2024 |
115 |
$197M |
| WestHill Financial Advisors, Inc. |
San Rafael, CA |
Q3 2024 |
75 |
$446M |
| WEST MICHIGAN ADVISORS, LLC |
Holland, MI |
Q3 2024 |
191 |
$331M |
| West Oak Capital, LLC |
Westlake Village, CA |
Q3 2024 |
309 |
$3.48M |
| WESTON CAPITAL MANAGEMENT INC |
Los Angeles, CA |
Q4 2013 |
38 |
$80.9M |
| Westover Capital Advisors, LLC |
Wilmington, DE |
Q3 2024 |
243 |
$520M |
| WESTPAC BANKING CORP |
Sydney, Australia |
Q3 2024 |
482 |
$1.49B |
| WEST PACES ADVISORS INC. |
Atlanta, GA |
Q3 2024 |
548 |
$408M |
| Westpark Management, LLC |
Plano, TX |
Q3 2022 |
3 |
$71.7M |
| WESTPORT ADVISERS LLC |
Westport, CT |
Q2 2016 |
38 |
$542M |
| WESTPORT ASSET MANAGEMENT INC |
Southport, CT |
Q3 2024 |
74 |
$213M |
| WESTPORT RESOURCES MANAGEMENT INC |
Westport, CT |
Q3 2016 |
569 |
$138M |
| WEST RIM CAPITAL ASSOCIATES II, L.P. |
Lehi, UT |
Q3 2023 |
1 |
$46.8M |
| Westshore Wealth, LLC |
Newport Beach, CA |
Q3 2024 |
96 |
$245M |
| Westside Investment Management, Inc. |
Santa Monica, CA |
Q3 2024 |
996 |
$469M |
| West Tower Group, LLC |
Richmond, VA |
Q3 2024 |
113 |
$46.3M |
| West Wealth Group, LLC |
Irvine, CA |
Q3 2024 |
84 |
$309M |
| Westwind Capital |
Las Cruces, NM |
Q3 2024 |
48 |
$412M |
| Westwood Global Investments, LLC |
Boston, MA |
Q3 2024 |
14 |
$2.2B |
| WESTWOOD HOLDINGS GROUP INC |
Dallas, TX |
Q3 2024 |
469 |
$13B |
| WESTWOOD MANAGEMENT CORP /IL/ |
Chicago, IL |
Q4 2023 |
28 |
$270M |
| Westwood Wealth Management |
Los Angeles, CA |
Q3 2024 |
39 |
$255M |
| WETZEL INVESTMENT ADVISORS, INC. |
Indianapolis, IN |
Q3 2024 |
121 |
$199M |
| WEXFORD CAPITAL LP |
West Palm Beach, FL |
Q3 2024 |
165 |
$418M |
| WEYBOSSET RESEARCH & MANAGEMENT LLC |
Province, RI |
Q3 2024 |
52 |
$295M |
| Weyland Capital Management, LLC |
Portsmouth, NH |
Q2 2016 |
9 |
$94M |
| WFA Asset Management Corp |
Whitefish Bay, WI |
Q3 2024 |
197 |
$184M |
| WFA of San Diego, LLC |
San Diego, CA |
Q3 2024 |
405 |
$119M |
| WFG Advisors, LP |
Dallas, TX |
Q2 2017 |
1536 |
$442M |
| W.G. Shaheen & Associates DBA Whitney & Co |
Rochester, NY |
Q3 2024 |
128 |
$933M |
| Whalen Wealth Management Inc. |
Las Vegas, NV |
Q3 2024 |
112 |
$141M |
| Whale Rock Capital Management LLC |
Boston, MA |
Q3 2024 |
36 |
$7.13B |
| WHALEROCK POINT PARTNERS, LLC |
Providence, RI |
Q3 2024 |
186 |
$420M |
| Wharton Business Group, LLC |
Malvern, PA |
Q3 2024 |
141 |
$2.23B |
| W.H. Cornerstone Investments Inc. |
Kingston, MA |
Q3 2024 |
121 |
$148M |
| WHEATLAND ADVISORS INC |
Lancaster, PA |
Q2 2020 |
47 |
$24.1M |
| Wheelhouse Advisory Group LLC |
St. Louis, MO |
Q3 2024 |
43 |
$145M |
| Whelan Financial |
Fresno, CA |
Q3 2024 |
43 |
$243M |
| Whetstone Capital Advisors, LLC |
Shawnee Mission, KS |
Q3 2024 |
37 |
$208M |
| Whitaker-Myers Wealth Managers, LTD. |
Mansfield, OH |
Q3 2024 |
106 |
$301M |
| Whitcomb & Hess, Inc. |
Ashland, OH |
Q3 2024 |
52 |
$336M |
| WHITEBOX ADVISORS LLC |
Minneapolis, MN |
Q3 2024 |
288 |
$2.29B |
| White Elm Capital, LLC |
Greenwich, CT |
Q4 2019 |
24 |
$118M |
| Whitefort Capital Management, LP |
New York, NY |
Q3 2024 |
18 |
$220M |
| Whitegate Investment Counselors, Inc. |
Concord, NH |
Q3 2024 |
65 |
$377M |
| White Knight Strategic Wealth Advisors, LLC |
Princeton, NJ |
Q3 2024 |
81 |
$110M |
| White Lighthouse Investment Management Inc. |
Bedford, MA |
Q3 2024 |
131 |
$557M |
| WHITE MOUNTAINS INSURANCE GROUP LTD |
Hanover, NH |
Q3 2024 |
2 |
$543M |
| WHITENER CAPITAL MANAGEMENT, INC. |
Rocky Mount, NC |
Q3 2024 |
155 |
$353M |
| WHITE PINE CAPITAL LLC |
Golden Valley, MN |
Q3 2024 |
215 |
$293M |
| White Pine Investment CO |
Livonia, MI |
Q3 2024 |
64 |
$364M |
| White River Investment Partners, LLC |
San Francisco, CA |
Q3 2014 |
9 |
$72.3M |
| White Wing Wealth Management |
The Wodlands, TX |
Q3 2024 |
28 |
$130M |
| Whitford Management LLC |
New York, NY |
Q3 2024 |
16 |
$176M |
| WHITTIER TRUST CO |
South Pasadena, CA |
Q3 2024 |
1547 |
$7.47B |
| WHITTIER TRUST CO OF NEVADA INC |
Reno, NV |
Q3 2024 |
1344 |
$3.87B |
| WHV Investments, Inc. |
San Francisco, CA |
Q1 2016 |
56 |
$187M |
| Wick Capital Partners, LLC |
Wayne, PA |
Q3 2024 |
81 |
$309M |
| Widmann Financial Services, Inc. |
Bowie, MD |
Q3 2024 |
101 |
$132M |
| WILBANKS SMITH & THOMAS ASSET MANAGEMENT LLC |
Norfolk, VA |
Q1 2024 |
528 |
$3.57B |
| Wildcat Capital Management, LLC |
New York, NY |
Q3 2024 |
7 |
$205M |
| WILEN INVESTMENT MANAGEMENT CORP. |
Bonita Springs, FL |
Q3 2022 |
87 |
$98.1M |
| WILKINS INVESTMENT COUNSEL INC |
Boston, MA |
Q3 2024 |
124 |
$723M |
| Wilkinson Global Asset Management LLC |
New York, NY |
Q3 2024 |
77 |
$1.66B |
| Wilks Brothers, LLC |
Cisco, TX |
Q3 2019 |
7 |
$34.7M |
| Willett Advisors LLC |
New York, NY |
Q3 2014 |
1 |
$273K |
| William Allan Corp |
Fort Collins, CO |
Q3 2024 |
53 |
$156M |
| WILLIAM BLAIR INVESTMENT MANAGEMENT, LLC |
Chicago, IL |
Q3 2024 |
412 |
$40.5B |
| William B. Walkup & Associates, Inc. |
Columbia, SC |
Q3 2024 |
158 |
$162M |
| WILLIAM HARRIS INVESTORS INC |
Chicago, IL |
Q4 2016 |
96 |
$347M |
| William Howard & Co Financial Advisors Inc |
Memphis, TN |
Q3 2024 |
57 |
$117M |
| William Marsh Rice University |
Houston, TX |
Q3 2024 |
2 |
$85.8M |
| Williams Financial, LLC |
Bennington, VT |
Q3 2024 |
18 |
$160M |
| WILLIAMS JONES & ASSOCIATES LLC |
New York, NY |
Q2 2019 |
394 |
$4.82B |
| Williams Jones Wealth Management, LLC. |
New York, NY |
Q3 2024 |
541 |
$8.53B |
| Williams & Novak, LLC |
Westlake Village, CA |
Q3 2024 |
129 |
$107M |
| Williamson Legacy Group, LLC |
Carmel, IN |
Q3 2024 |
105 |
$150M |
| Willingdon Wealth Management |
Huntersville, NC |
Q1 2020 |
285 |
$393M |
| Willis Investment Counsel |
Gainesville, GA |
Q3 2024 |
113 |
$1.54B |
| Willis Johnson & Associates, Inc. |
Houston, TX |
Q3 2024 |
168 |
$1.32B |
| WiL, LLC |
Palo Alto, CA |
Q3 2022 |
3 |
$17.5M |
| WILLNER & HELLER, LLC |
Encino, CA |
Q3 2024 |
152 |
$112M |
| Willoughby Capital Holdings, LLC |
Greenwich, CT |
Q3 2023 |
2 |
$7.65M |
| Willow Creek Wealth Management Inc. |
Sebastopol, CA |
Q4 2023 |
145 |
$798M |
| Willow Street Advisors LLC |
Naples, FL |
Q4 2013 |
144 |
$174M |
| Wills Financial Group, Inc. |
Richmond, VA |
Q3 2024 |
65 |
$238M |
| WILSEY ASSET MANAGEMENT INC |
San Diego, CA |
Q3 2024 |
22 |
$545M |
| Wilshire Advisors LLC |
Santa Monica, CA |
Q3 2024 |
11 |
$208M |
| WILSON ASSET MANAGEMENT (INTERNATIONAL) PTY LTD |
Sydney, Australia |
Q3 2024 |
28 |
$412M |
| Wilson & Boucher Capital Management, LLC |
Moraga, CA |
Q3 2024 |
118 |
$145M |
| Wilson, Kemp & Associates, Inc. |
Birmingham, MI |
Q3 2014 |
27 |
$11M |
| WIM INVESTMENT MANAGEMENT Ltd |
Hong Kong, Hong Kong |
Q3 2024 |
14 |
$238M |
| WIMMER ASSOCIATES 1, LLC |
Pasadena, CA |
Q3 2024 |
111 |
$204M |
| WIN ADVISORS, INC |
Palm Beach Gardens, FL |
Q3 2024 |
55 |
$213M |
| Winch Advisory Services, LLC |
Appleton, WI |
Q3 2024 |
459 |
$362M |
| WINDACRE PARTNERSHIP LLC |
Houston, TX |
Q3 2024 |
12 |
$7.52B |
| Winder Investment Pte Ltd |
Singapore, Singapore |
Q2 2023 |
3 |
$4.4B |
| Winder Pte. Ltd. |
Singapore, Singapore |
Q3 2024 |
3 |
$5.59B |
| Windhaven Investment Management, Inc. |
Boston, MA |
Q1 2018 |
28 |
$7.79B |
| Windle Wealth, LLC |
Oklahoma City, OK |
Q3 2024 |
32 |
$184M |
| Windmill Hill Asset Management Ltd |
Waddesdon, United Kingdom |
Q3 2024 |
24 |
$187M |
| Wind River Trust Co |
Jackson, WY |
Q3 2024 |
9 |
$260M |
| Windsor Advisory Group, LLC |
Columbus, OH |
Q3 2024 |
80 |
$88.6M |
| Windsor Capital Management, LLC |
Phoenix, AZ |
Q3 2024 |
119 |
$345M |
| Windsor Creek Advisors, LLC |
Bethel, VT |
Q4 2021 |
82 |
$224M |
| Windsor Financial Group, LLC |
Minneapolis, MN |
Q2 2017 |
79 |
$214M |
| Windsor Wealth Management, Inc. |
Indianapolis, IN |
Q3 2023 |
157 |
$546M |
| WINDWARD CAPITAL MANAGEMENT CO /CA |
Los Angeles, CA |
Q3 2024 |
84 |
$1.31B |
| Windward Private Wealth Management Inc. |
Overland Park, KS |
Q3 2024 |
47 |
$261M |
| Winfield Associates, Inc. |
Cleveland, OH |
Q1 2022 |
153 |
$276M |
| WINMILL & CO. INC |
Rochester, NY |
Q3 2024 |
54 |
$297M |
| Winning Points Advisors, LLC |
Boca Raton, FL |
Q3 2024 |
31 |
$46.3M |
| WINSLOW ASSET MANAGEMENT INC |
Beachwood, OH |
Q3 2024 |
76 |
$541M |
| Winslow Capital Management, LLC |
Minneapolis, MN |
Q3 2024 |
61 |
$27.8B |
| Winslow, Evans & Crocker, Inc. |
Boston, MA |
Q4 2020 |
1346 |
$498M |
| Wintergreen Advisers, LLC |
Mount Olive, NJ |
Q1 2019 |
4 |
$99.5M |
| Winthrop Advisory Group LLC |
Boston, MA |
Q3 2024 |
153 |
$805M |
| Winthrop Capital Management, LLC |
Carmel, IN |
Q3 2024 |
157 |
$210M |
| Winthrop Partners - WNY, LLC |
Buffalo, NY |
Q3 2019 |
290 |
$148M |
| WINTON GROUP Ltd |
London, United Kingdom |
Q3 2024 |
605 |
$1.43B |
| WINTRUST INVESTMENTS LLC |
Chicago, IL |
Q3 2024 |
530 |
$135M |
| WIPFLI FINANCIAL ADVISORS LLC, |
Milwaukee, WI |
Q3 2022 |
2548 |
$1.42B |
| WISCONSIN CAPITAL MANAGEMENT LLC |
Madison, WI |
Q3 2024 |
49 |
$190M |
| Wiser Advisor Group LLC |
Phoenix, AZ |
Q3 2024 |
261 |
$67M |
| Wiser Wealth Management, Inc |
Marietta, GA |
Q3 2024 |
49 |
$349M |
| Wishbone Management, LP |
Chicago, IL |
Q3 2024 |
5 |
$279M |
| WIT, LLC |
District Of Columbia, DC |
Q3 2024 |
14 |
$3.17M |
| WIT Partners Advisory Pte. Ltd. |
Singapore, Singapore |
Q3 2024 |
1 |
$413M |
| WITTENBERG INVESTMENT MANAGEMENT, INC. |
Carlisle, MA |
Q3 2024 |
80 |
$305M |
| WJ Interests, LLC |
Sugar Land, TX |
Q3 2024 |
21 |
$227M |
| WJ Wealth Management, LLC |
Glendale, AZ |
Q3 2024 |
74 |
$284M |
| WL ROSS & CO LLC |
Dallas, TX |
Q4 2021 |
1 |
$40.2M |
| WMG Financial Advisors, LLC |
Knoxville, TN |
Q3 2024 |
176 |
$221M |
| WMS Partners, LLC |
Towson, MD |
Q3 2024 |
295 |
$1.78B |
| WNY Asset Management, LLC |
Williamsville, NY |
Q3 2024 |
231 |
$857M |
| Wolff Financial Management LLC |
Kalamazoo, MI |
Q3 2024 |
98 |
$368M |
| WOLFF WIESE MAGANA LLC |
Carslbad, CA |
Q3 2024 |
987 |
$146M |
| Wolf Group Capital Advisors |
Fairfax, VA |
Q3 2024 |
103 |
$170M |
| Wolf Hill Capital Management, LP |
Greenwich, CT |
Q3 2024 |
30 |
$1.04B |
| Wolfswood Holdings, LLC |
New York, NY |
Q3 2024 |
3 |
$3.82M |
| WOLVERINE ASSET MANAGEMENT LLC |
Chicago, IL |
Q3 2024 |
1189 |
$5.56B |
| WOLVERINE TRADING, LLC |
Chicago, IL |
Q3 2024 |
1286 |
$3.83B |
| WOODARD & CO ASSET MANAGEMENT GROUP INC /ADV |
Bermuda Run, NC |
Q3 2024 |
118 |
$445M |
| WOOD ASSET MANAGEMENT INC |
Sarasota, FL |
Q1 2015 |
42 |
$99.6K |
| Woodbine Capital Advisors LP |
New York, NY |
Q1 2014 |
23 |
$53.2M |
| Wood Investment Counsel LLC |
Denver, CO |
Q3 2014 |
85 |
$669M |
| WOODLEY FARRA MANION PORTFOLIO MANAGEMENT INC |
Indianapolis, IN |
Q3 2024 |
98 |
$1.99B |
| Woodline Partners LP |
San Francisco, CA |
Q3 2024 |
584 |
$11.8B |
| WOODMONT INVESTMENT COUNSEL LLC |
Nashville, TN |
Q3 2024 |
256 |
$1.33B |
| Woodson Capital Management, LP |
Greenwich, CT |
Q3 2024 |
33 |
$459M |
| WOODSTOCK CORP |
Boston, MA |
Q3 2024 |
165 |
$1.04B |
| WoodTrust Financial Corp |
Wisconsin Rapids, WI |
Q3 2024 |
185 |
$703M |
| WOODWARD DIVERSIFIED CAPITAL, LLC |
Bakersfield, CA |
Q3 2024 |
160 |
$158M |
| WOOSTER CORTHELL WEALTH MANAGEMENT, INC. |
Glastonbury, CT |
Q3 2024 |
52 |
$469M |
| Working Capital Advisors (UK) Ltd. |
London, United Kingdom |
Q3 2024 |
3 |
$152M |
| World Asset Management Inc |
Detroit, MI |
Q3 2021 |
841 |
$1.01B |
| WORLD EQUITY GROUP, INC. |
Schaumburg, IL |
Q3 2024 |
256 |
$277M |
| WORLDLY PARTNERS MANAGEMENT, LLC |
Needham, MA |
Q3 2024 |
3 |
$210M |
| WORLDQUANT MILLENNIUM ADVISORS LLC |
New York, NY |
Q3 2024 |
431 |
$13.7B |
| Worth Asset Management, LLC |
Dallas, TX |
Q3 2024 |
130 |
$184M |
| Worth Financial Advisory Group, LLC |
Charlotte, NC |
Q3 2024 |
166 |
$170M |
| WorthPointe, LLC |
La Jolla, CA |
Q3 2024 |
80 |
$238M |
| Worth Venture Partners, LLC |
Fort Lee, NJ |
Q3 2024 |
41 |
$13.1M |
| WP Advisors, LLC |
San Francisco, CA |
Q3 2024 |
98 |
$274M |
| WPWealth LLP |
Fort Worth, TX |
Q3 2024 |
88 |
$482M |
| WRAPMANAGER INC |
Mill Valley, CA |
Q3 2024 |
237 |
$387M |
| Wrenne Financial Planning LLC |
Lexington, KY |
Q3 2024 |
45 |
$168M |
| WRIGHT INVESTORS SERVICE INC |
Shelton, CT |
Q3 2024 |
137 |
$382M |
| WR Wealth Planners, LLC |
Columbia, MO |
Q3 2024 |
1135 |
$360M |
| WS MANAGEMENT LLLP |
Jacksonville, FL |
Q3 2024 |
30 |
$1.13B |
| WT Asset Management Ltd |
Hong Kong, Hong Kong |
Q3 2024 |
31 |
$509M |
| WT Wealth Management |
Flagstaff, AZ |
Q3 2024 |
129 |
$249M |
| WULFF, HANSEN & CO. |
San Rafael, CA |
Q3 2024 |
96 |
$106M |
| Wunderlich Capital Managemnt |
Memphis, TN |
Q2 2024 |
105 |
$224M |
| WuXi AppTec Co., Ltd. |
Shanghai, China |
Q3 2024 |
2 |
$19M |
| Wynn Capital, LLC |
Augusta, GA |
Q3 2024 |
108 |
$153M |
| WYNNEFIELD CAPITAL INC |
New York, NY |
Q3 2024 |
17 |
$223M |
| Wyrmwood Management LLC |
New York, NY |
Q4 2023 |
4 |
$104K |