| WELLINGTON MANAGEMENT GROUP LLP |
Boston, MA |
Q3 2025 |
|
$571B |
| WELLS FARGO & COMPANY/MN |
San Francisco, CA |
Q3 2025 |
|
$490B |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC |
Plymouth, MN |
Q3 2025 |
|
$66.1B |
| Walton Family Holdings Trust |
Bentonville, AR |
|
|
$54.8B |
| WADDELL & REED FINANCIAL INC |
Overland Park, KS |
Q1 2021 |
|
$48.6B |
| WCM INVESTMENT MANAGEMENT, LLC |
Laguna Beach, CA |
Q3 2025 |
|
$48.1B |
| Woodbridge CO LTD |
Toronto, Ontario, Canada |
Q3 2025 |
|
$47.3B |
| WILLIAMS RANDA DUNCAN |
Houston, TX |
|
|
$42.8B |
| Wealthfront Advisers LLC |
Palo Alto, CA |
Q3 2025 |
|
$42.6B |
| WILLIAM BLAIR INVESTMENT MANAGEMENT, LLC |
Chicago, IL |
Q3 2025 |
|
$38.7B |
| Winslow Capital Management, LLC |
Minneapolis, MN |
Q3 2025 |
|
$30.3B |
| WESTFIELD CAPITAL MANAGEMENT CO LP |
Boston, MA |
Q3 2025 |
|
$23.8B |
| WORLDQUANT MILLENNIUM ADVISORS LLC |
New York, NY |
Q3 2025 |
|
$23.1B |
| Whitesell Patrick |
Los Angeles, CA |
|
|
$21.9B |
| Woodline Partners LP |
San Francisco, CA |
Q3 2025 |
|
$21.2B |
| Wealthspire Advisors, LLC |
New York, NY |
Q3 2025 |
|
$19.1B |
| WASATCH ADVISORS LP |
Salt Lake City, UT |
Q3 2025 |
|
$18.6B |
| WIRTH JAMES F |
Phoenix, AZ |
|
|
$17.6B |
| WESTWOOD HOLDINGS GROUP INC |
Dallas, TX |
Q3 2025 |
|
$14B |
| Walleye Capital LLC |
New York, NY |
Q3 2025 |
|
$12.3B |
| WealthNavi Inc. |
Shinagawa Ku, Tokyo, Japan |
Q3 2025 |
|
$10.8B |
| Waverly Advisors, LLC |
Birmingham, AL |
Q3 2025 |
|
$10B |
| WELLCOME TRUST LTD (THE) as trustee of the WELLCOME TRUST |
London, United Kingdom |
Q3 2025 |
|
$9.18B |
| WHITTIER TRUST CO |
South Pasadena, CA |
Q3 2025 |
|
$8.79B |
| Williams Jones Wealth Management, LLC. |
New York, NY |
Q3 2025 |
|
$8.74B |
| Whale Rock Capital Management LLC |
Boston, MA |
Q3 2025 |
|
$8.49B |
| WELCH & FORBES LLC |
Boston, MA |
Q3 2025 |
|
$8.3B |
| WINDACRE PARTNERSHIP LLC |
Houston, TX |
Q3 2025 |
|
$7.99B |
| WH Group Ltd |
Kowloon |
|
|
$7.95B |
| Windhaven Investment Management, Inc. |
Boston, MA |
Q1 2018 |
|
$7.79B |
| Waverton Investment Management Ltd |
London, United Kingdom |
Q3 2025 |
|
$7.77B |
| WH Group Ltd/ADR |
Kowloon, Hong Kong |
|
|
$7.29B |
| WOLVERINE ASSET MANAGEMENT LLC |
Chicago, IL |
Q3 2025 |
|
$6.88B |
| Weiss Asset Management LP |
Boston, MA |
Q3 2025 |
|
$6.73B |
| Winder Investment Pte Ltd |
Singapore, Singapore |
Q2 2023 |
|
$6.41B |
| Walleye Trading LLC |
New York, NY |
Q3 2025 |
|
$6.26B |
| WEDGE CAPITAL MANAGEMENT L L P/NC |
Charlotte, NC |
Q3 2025 |
|
$5.9B |
| Walgreens Boots Alliance, Inc. |
Deerfield, IL |
Q2 2025 |
|
$5.84B |
| Willow Grove Holdings LP |
Phoenix, AZ |
|
|
$5.6B |
| WARREN KELCY L |
Dallas, TX |
|
|
$5.22B |
| WHITEBOX ADVISORS LLC |
Minneapolis, MN |
Q3 2025 |
|
$5.19B |
| WOLVERINE TRADING, LLC |
Chicago, IL |
Q3 2025 |
|
$4.96B |
| Walmart Inc. |
Bentonville, AR |
Q3 2025 |
|
$4.93B |
| WildStar Partners LLC |
Delray Beach, FL |
|
|
$4.92B |
| World Investment Advisors |
Santa Barbara, CA |
Q3 2025 |
|
$4.88B |
| WILLIAMS JONES & ASSOCIATES LLC |
New York, NY |
Q2 2019 |
|
$4.82B |
| Wealthcare Advisory Partners LLC |
West Chester, PA |
Q3 2025 |
|
$4.8B |
| WHITTIER TRUST CO OF NEVADA INC |
Reno, NV |
Q3 2025 |
|
$4.69B |
| WIT, LLC |
District Of Columbia, DC |
Q3 2025 |
|
$4.41B |
| WestEnd Advisors, LLC |
Charlotte, NC |
Q3 2025 |
|
$4.28B |
| Wilmington Savings Fund Society, FSB |
Wilmington, DE |
Q3 2025 |
|
$4.15B |
| WSP Holdings Trust |
Jackson, WY |
|
|
$3.88B |
| Wilhelmsen Arne Alexander |
Oslo, Norway |
|
|
$3.85B |
| WESBANCO BANK INC |
Wheeling, WV |
Q3 2025 |
|
$3.6B |
| WILBANKS SMITH & THOMAS ASSET MANAGEMENT LLC |
Norfolk, VA |
Q1 2024 |
|
$3.57B |
| WADE G W & INC |
Wellesley, MA |
Q4 2023 |
|
$3.08B |
| WEDBUSH SECURITIES INC |
Los Angeles, CA |
Q3 2025 |
|
$3.06B |
| WASHINGTON TRUST Co |
Westerly, RI |
Q3 2025 |
|
$3.05B |
| WALTON JIM C |
Bentonville, AR |
|
|
$2.99B |
| Wealthspire Advisors, L.P. |
Potomac, MD |
Q3 2020 |
|
$2.83B |
| Wedmont Private Capital |
West Chester, PA |
Q3 2025 |
|
$2.69B |
| Wealthsimple Inc. |
Toronto, Ontario, Canada |
Q3 2022 |
|
$2.68B |
| WINTON GROUP Ltd |
London, United Kingdom |
Q3 2025 |
|
$2.67B |
| Welch Group, LLC |
Birmingham, AL |
Q3 2025 |
|
$2.56B |
| Wodlinger David |
Bethesda, MD |
|
|
$2.55B |
| Waldron Private Wealth LLC |
Bridgeville, PA |
Q3 2025 |
|
$2.47B |
| Wharton Business Group, LLC |
Malvern, PA |
Q3 2025 |
|
$2.28B |
| WEBB CARL B |
|
|
|
$2.28B |
| WT Asset Management Ltd |
Hong Kong, Hong Kong |
Q3 2025 |
|
$2.17B |
| WOODLEY FARRA MANION PORTFOLIO MANAGEMENT INC |
Indianapolis, IN |
Q3 2025 |
|
$2.12B |
| WATERS PARKERSON & CO., LLC |
New Orleans, LA |
Q3 2025 |
|
$2.05B |
| Westwood Global Investments, LLC |
Boston, MA |
Q3 2025 |
|
$2B |
| Westchester Capital Management, LLC |
Valhalla, NY |
Q3 2025 |
|
$1.93B |
| WALTON ALICE L |
Bentonville, AR |
|
|
$1.92B |
| Western Wealth Management, LLC |
Golden, CO |
Q3 2025 |
|
$1.89B |
| William Colombo Trustee U/A DTD 10/05/2020 Edward W Stack Non-Grantor Trust |
Coraopolis, PA |
|
|
$1.89B |
| WEITZ INVESTMENT MANAGEMENT, INC. |
Omaha, NE |
Q3 2025 |
|
$1.84B |
| Willis Investment Counsel |
Gainesville, GA |
Q3 2025 |
|
$1.83B |
| Wesleyan Assurance Society |
Birmingham, United Kingdom |
Q3 2025 |
|
$1.67B |
| Willis Johnson & Associates, Inc. |
Houston, TX |
Q3 2025 |
|
$1.61B |
| WESTPAC BANKING CORP |
Sydney, Australia |
Q3 2025 |
|
$1.61B |
| WCG Wealth Advisors LLC |
Las Vegas, NV |
Q3 2025 |
|
$1.6B |
| Wilkinson Global Asset Management LLC |
New York, NY |
Q3 2025 |
|
$1.59B |
| Wang Xiaodong |
Camana Bay, Grand Cayman, Cayman Islands |
|
|
$1.56B |
| White Michael James |
Boston, MA |
|
|
$1.55B |
| WARBURG PINCUS LLC |
New York, NY |
Q3 2025 |
|
$1.55B |
| WEALTHSOURCE PARTNERS, LLC |
San Luis Obispo, CA |
Q4 2023 |
|
$1.54B |
| WOODMONT INVESTMENT COUNSEL LLC |
Nashville, TN |
Q3 2025 |
|
$1.51B |
| WealthPlan Investment Management, LLC |
Omaha, NE |
Q3 2025 |
|
$1.51B |
| WINKELRIED JON |
New York, NY |
|
|
$1.5B |
| Waratah Capital Advisors Ltd. |
Toronto, Ontario, Canada |
Q3 2025 |
|
$1.47B |
| WIPFLI FINANCIAL ADVISORS LLC, |
Milwaukee, WI |
Q3 2022 |
|
$1.42B |
| WASHINGTON TRUST BANK |
Spokane, WA |
Q3 2025 |
|
$1.36B |
| Waterloo Capital, L.P. |
Austin, TX |
Q3 2025 |
|
$1.34B |
| WGI DM, LLC |
Boston, MA |
Q3 2025 |
|
$1.34B |
| Wood Anthony J. |
Los Gatos, CA |
|
|
$1.33B |
| Washington Trust Advisors, Inc. |
Wellesley, MA |
Q3 2025 |
|
$1.31B |
| WBH ADVISORY INC |
Baltimore, MD |
Q3 2025 |
|
$1.31B |
| WINDWARD CAPITAL MANAGEMENT CO /CA |
Los Angeles, CA |
Q3 2025 |
|
$1.25B |
| Wealthquest Corp |
Cincinnati, OH |
Q3 2025 |
|
$1.25B |
| Willow Creek Wealth Management Inc. |
Sebastopol, CA |
Q3 2025 |
|
$1.21B |
| WEATHERLY ASSET MANAGEMENT L. P. |
Del Mar, CA |
Q3 2025 |
|
$1.21B |
| WAGNER SUSAN |
New York, NY |
|
|
$1.2B |
| WADDELL & ASSOCIATES, LLC |
Memphis, TN |
Q3 2025 |
|
$1.18B |
| WAYCROSS PARTNERS, LLC |
Louisville, KY |
Q3 2025 |
|
$1.16B |
| WOODSTOCK CORP |
Boston, MA |
Q3 2025 |
|
$1.15B |
| Winthrop Advisory Group LLC |
Boston, MA |
Q3 2025 |
|
$1.14B |
| Wescott Financial Advisory Group, LLC |
Philadelphia, PA |
Q3 2025 |
|
$1.11B |
| W.G. Shaheen & Associates DBA Whitney & Co |
Rochester, NY |
Q3 2025 |
|
$1.1B |
| Wealth Architects, LLC |
Mountain View, CA |
Q3 2025 |
|
$1.06B |
| WealthTrust Fairport, LLC |
Cleveland, OH |
Q1 2019 |
|
$1.06B |
| Wolf Hill Capital Management, LP |
Greenwich, CT |
Q3 2025 |
|
$1.05B |
| WEBSTER BANK, N. A. |
Waterbury, CT |
Q3 2025 |
|
$1.04B |
| WNY Asset Management, LLC |
Williamsville, NY |
Q3 2025 |
|
$1.04B |
| WENDELL DAVID ASSOCIATES INC |
Portsmouth, NH |
Q3 2025 |
|
$1.01B |
| World Asset Management Inc |
Detroit, MI |
Q3 2021 |
|
$1.01B |
| Weichai America Corp. |
Rolling Meadows, IL |
|
|
$1B |
| Wellesley Asset Management |
Portsmouth, NH |
Q3 2025 |
|
$999M |
| WEALTHCARE CAPITAL MANAGEMENT LLC |
Richmond, VA |
Q3 2025 |
|
$985M |
| Williams Susan Slavik |
Newport Beach, CA |
|
|
$979M |
| WEINBERG DAVID B |
Atlanta, GA |
|
|
$975M |
| WEALTH ALLIANCE, LLC |
Mellville, NY |
Q3 2025 |
|
$972M |
| WFM ASIA (BVI) Ltd |
Road Town, Tortola, Virgin Islands, British |
Q3 2025 |
|
$902M |
| WealthShield Partners, LLC |
Cary, NC |
Q3 2025 |
|
$882M |
| Westerkirk Capital Inc. |
Victoria |
Q3 2025 |
|
$875M |
| WoodTrust Financial Corp |
Wisconsin Rapids, WI |
Q3 2025 |
|
$840M |
| Wellspring Financial Advisors, LLC |
Cleveland, OH |
Q3 2025 |
|
$832M |
| Welch Jacob H. |
San Francisco, CA |
|
|
$827M |
| Wallace Capital Management Inc. |
Dallas, TX |
Q3 2025 |
|
$805M |
| WCAS XII CARBON ANALYTICS ACQUISITION, L.P. |
New York, NY |
|
|
$798M |
| Wallington Asset Management, LLC |
Indianapolis, IN |
Q3 2025 |
|
$771M |
| Wealth Management Nebraska |
Norfolk, NE |
Q3 2025 |
|
$749M |
| Wahed Invest LLC |
New York, NY |
Q3 2025 |
|
$732M |
| WILKINS INVESTMENT COUNSEL INC |
Boston, MA |
Q3 2025 |
|
$706M |
| WATER ISLAND CAPITAL LLC |
New York, NY |
Q3 2025 |
|
$698M |
| WARBURG PINCUS & CO. |
NY, NY |
Q3 2025 |
|
$686M |
| WestCap Management, LLC |
San Francisco, CA |
|
|
$671M |
| Wood Investment Counsel LLC |
Denver, CO |
Q3 2014 |
|
$669M |
| WealthPLAN Partners, LLC |
Omaha, NE |
Q3 2025 |
|
$667M |
| WALTON S ROBSON |
Bentonville, AR |
|
|
$667M |
| Welsh, Carson, Anderson & Stowe XII, L.P. |
New York, NY |
|
|
$667M |
| Wealthstream Advisors, Inc. |
New York, NY |
Q3 2025 |
|
$661M |
| Wellington Shields Capital Management, LLC |
New York, NY |
Q3 2025 |
|
$659M |
| White Lighthouse Investment Management Inc. |
Bedford, MA |
Q3 2025 |
|
$656M |
| WS MANAGEMENT LLLP |
Jacksonville, FL |
Q3 2025 |
|
$652M |
| Warren Jennifer A. |
Herndon, VA |
|
|
$635M |
| Walkner Condon Financial Advisors LLC |
Madison, WI |
Q3 2025 |
|
$631M |
| Westside Investment Management, Inc. |
Santa Monica, CA |
Q3 2025 |
|
$626M |
| Werba Rubin Papier Wealth Management |
San Jose, CA |
Q3 2025 |
|
$619M |
| Watts Gwilliam & Co., LLC |
Gilbert, AZ |
Q3 2025 |
|
$619M |
| WOODARD & CO ASSET MANAGEMENT GROUP INC /ADV |
Bermuda Run, NC |
Q3 2025 |
|
$616M |
| WPWealth LLP |
Fort Worth, TX |
Q3 2025 |
|
$612M |
| Walter Public Investments Inc. |
Westmount, Canada (Federal Level) |
Q3 2025 |
|
$608M |
| West Financial Advisors, LLC |
Des Moines, IA |
Q3 2025 |
|
$605M |
| WEST ALFRED P JR |
Oaks, PA |
|
|
$591M |
| Well Done, LLC |
Holland, MI |
Q3 2025 |
|
$587M |
| Warwick Investment Management, Inc. |
Bryan, TX |
Q3 2025 |
|
$576M |
| WindAcre Partnership Master Fund, LP |
Houston, TX |
|
|
$570M |
| Warburg Pincus Energy (E&P) Partners-B IRH, LLC |
New York, NY |
|
|
$562M |
| Wealth Alliance Advisory Group, LLC |
Wichita, KS |
Q3 2025 |
|
$554M |
| WEDGEWOOD PARTNERS INC |
St Louis, MO |
Q3 2025 |
|
$548M |
| Woodson Capital Management, LP |
Greenwich, CT |
Q3 2025 |
|
$547M |
| Windsor Wealth Management, Inc. |
Indianapolis, IN |
Q3 2023 |
|
$546M |
| WILSEY ASSET MANAGEMENT INC |
San Diego, CA |
Q3 2025 |
|
$545M |
| WHITE MOUNTAINS INSURANCE GROUP LTD |
Hanover, NH |
Q3 2025 |
|
$542M |
| WESTPORT ADVISERS LLC |
Westport, CT |
Q2 2016 |
|
$542M |
| Westover Capital Advisors, LLC |
Wilmington, DE |
Q3 2025 |
|
$541M |
| WOOSTER CORTHELL WEALTH MANAGEMENT, INC. |
Glastonbury, CT |
Q2 2025 |
|
$540M |
| WINSLOW ASSET MANAGEMENT INC |
Beachwood, OH |
Q3 2025 |
|
$533M |
| WestHill Financial Advisors, Inc. |
San Rafael, CA |
Q3 2025 |
|
$510M |
| WEST PACES ADVISORS INC. |
Atlanta, GA |
Q3 2025 |
|
$502M |
| Wang Lai |
Grand Cayman, Cayman Islands |
|
|
$500M |
| Winslow, Evans & Crocker, Inc. |
Boston, MA |
Q4 2020 |
|
$498M |
| WHALEROCK POINT PARTNERS, LLC |
Providence, RI |
Q3 2025 |
|
$493M |
| WESPAC Advisors SoCal, LLC |
Pasadena, CA |
Q3 2025 |
|
$492M |
| WILLIS CHARLES F IV |
Coconut Creek, FL |
|
|
$490M |
| Waterfront Wealth Inc. |
Overland Park, KS |
Q3 2025 |
|
$488M |
| Wealth Dimensions Group, Ltd. |
Cincinnati, OH |
Q3 2025 |
|
$486M |
| WELCH CAPITAL PARTNERS LLC/NY |
Harrison, NY |
Q3 2025 |
|
$486M |
| Webs Creek Capital Management LP |
Dallas, TX |
Q3 2025 |
|
$480M |
| Westwind Capital |
Las Cruces, NM |
Q3 2025 |
|
$479M |
| WESCAP Management Group, Inc. |
Glendale, CA |
Q3 2025 |
|
$476M |
| Wolin Jonathan S. |
San Francisco, CA |
|
|
$473M |
| Waypoint Capital Advisors, LLC |
Minneapolis, MN |
Q3 2024 |
|
$470M |
| Westchester Capital Management, Inc. |
Omaha, NE |
Q3 2025 |
|
$465M |
| Whitaker-Myers Wealth Managers, LTD. |
Mansfield, OH |
Q3 2025 |
|
$459M |
| Weaver Capital Management LLC |
Suwanee, GA |
Q3 2025 |
|
$459M |
| WILEY DEBORAH E |
Hoboken, NJ |
|
|
$445M |
| West Family Investments, Inc. |
Carlsbad, CA |
Q3 2025 |
|
$444M |
| West Wealth Group, LLC |
Irvine, CA |
Q3 2025 |
|
$444M |
| WILEY PETER B |
Hoboken, NJ |
|
|
$443M |
| WFG Advisors, LP |
Dallas, TX |
Q2 2017 |
|
$442M |
| WORLD EQUITY GROUP, INC. |
Schaumburg, IL |
Q3 2025 |
|
$441M |
| Winch Advisory Services, LLC |
Appleton, WI |
Q3 2025 |
|
$440M |
| Wiser Wealth Management, Inc |
Marietta, GA |
Q3 2025 |
|
$437M |
| WEXFORD CAPITAL LP |
West Palm Beach, FL |
Q3 2025 |
|
$437M |
| WALLER FINANCIAL PLANNING GROUP, INC |
Columbus, OH |
Q3 2025 |
|
$436M |
| Wealth Group Ltd |
Eden Prairie, MN |
Q3 2025 |
|
$432M |
| Wagner Wealth Management, LLC |
Greenville, SC |
Q3 2025 |
|
$431M |
| Wolff Financial Management LLC |
Kalamazoo, MI |
Q3 2025 |
|
$431M |
| Wendel SE |
Paris |
Q3 2025 |
|
$429M |
| WealthBridge Capital Management, LLC |
Westerville, OH |
Q3 2025 |
|
$426M |
| Warther Private Wealth, LLC |
Akron, OH |
Q3 2025 |
|
$423M |
| White Pine Investment CO |
Livonia, MI |
Q3 2025 |
|
$421M |
| Wealthspring Capital LLC |
West Harrison, NY |
Q3 2025 |
|
$420M |
| Waterway Wealth Management, LLC |
The Woodlands, TX |
Q3 2025 |
|
$419M |
| Workers United |
Philadelphia, PA |
|
|
$418M |
| WHITENER CAPITAL MANAGEMENT, INC. |
Rocky Mount, NC |
Q3 2025 |
|
$418M |
| Wick Capital Partners, LLC |
Wayne, PA |
Q3 2025 |
|
$418M |
| Wilkes Thomas Clayton |
San Francisco, CA |
|
|
$417M |
| WINMILL & CO. INC |
Rochester, NY |
Q3 2025 |
|
$416M |
| WEST MICHIGAN ADVISORS, LLC |
Holland, MI |
Q3 2025 |
|
$416M |
| Weil Company, Inc. |
San Diego, CA |
Q3 2025 |
|
$416M |
| Winthrop Capital Management, LLC |
Carmel, IN |
Q3 2025 |
|
$413M |
| Watchman Group, Inc. |
Plano, TX |
Q3 2025 |
|
$413M |
| Wealth Advisory Solutions, LLC |
IndIIanapolis, IN |
Q3 2025 |
|
$413M |
| Waypoint Wealth Partners Inc. |
Mill Valley, CA |
Q2 2025 |
|
$411M |
| WILSON ASSET MANAGEMENT (INTERNATIONAL) PTY LTD |
Sydney, Australia |
Q3 2025 |
|
$404M |
| WP Advisors, LLC |
San Francisco, CA |
Q3 2025 |
|
$393M |
| Weaver Consulting Group |
Huntington Beach, CA |
Q3 2025 |
|
$393M |
| WIM INVESTMENT MANAGEMENT Ltd |
Hong Kong, Hong Kong |
Q3 2025 |
|
$393M |
| Willingdon Wealth Management |
Huntersville, NC |
Q1 2020 |
|
$393M |
| WBI INVESTMENTS, LLC |
Red Bank, NJ |
Q3 2025 |
|
$391M |
| WestBridge Crossover Fund, LLC |
Ebene, Mauritius |
Q3 2025 |
|
$390M |
| Whitcomb & Hess, Inc. |
Ashland, OH |
Q3 2025 |
|
$389M |
| Winder Pte. Ltd. |
Singapore, Singapore |
Q4 2024 |
|
$387M |
| Westmount Partners, LLC |
Los Angeles, CA |
Q3 2025 |
|
$385M |
| Wiley Celia |
Sacramento, CA |
|
|
$384M |
| Wellington Shields & Co., LLC |
New York, NY |
Q3 2025 |
|
$383M |
| Wiley Elizabeth H. |
Sacramento, CA |
|
|
$383M |
| Windmill Hill Asset Management Ltd |
Waddesdon, United Kingdom |
Q3 2025 |
|
$381M |
| West Branch Capital LLC |
Amherst, MA |
Q3 2025 |
|
$381M |
| Wildcat Capital Management, LLC |
New York, NY |
Q3 2025 |
|
$375M |
| WealthTrust Axiom LLC |
Wayne, PA |
Q3 2025 |
|
$373M |
| Whetstone Capital Advisors, LLC |
Shawnee Mission, KS |
Q3 2025 |
|
$367M |
| Wakefield Asset Management LLLP |
Englewood, CO |
Q3 2025 |
|
$366M |
| Wexner Leslie H. |
New Albany, OH |
|
|
$365M |
| WCAS XIII CARBON ANALYTICS ACQUISITION, L.P. |
New York, NY |
|
|
$364M |
| Windsor Capital Management, LLC |
Phoenix, AZ |
Q3 2025 |
|
$362M |
| WALTER & KEENAN WEALTH MANAGEMENT LLC /IN/ /ADV |
Souh Bend, IN |
Q3 2025 |
|
$361M |
| Westbourne Investment Advisors, Inc. |
Annapolis, MD |
Q3 2025 |
|
$359M |
| WILLIAMS ROBERT M JR |
New Canaan, CT |
|
|
$358M |
| Walker Paul Edward |
Timonium, MD |
|
|
$358M |
| Warberg Asset Management LLC |
Winnetka, IL |
Q3 2025 |
|
$357M |
| WHITE PINE CAPITAL LLC |
Bloomington, MN |
Q3 2025 |
|
$349M |
| Wealth High Governance Capital Ltda |
Sao Paulo, Brazil |
Q3 2025 |
|
$348M |
| WHITE MILES D |
|
|
|
$348M |
| WILLIAM HARRIS INVESTORS INC |
Chicago, IL |
Q4 2016 |
|
$347M |
| WT Wealth Management |
Scottsdale, AZ |
Q3 2025 |
|
$347M |
| WRIGHT INVESTORS SERVICE INC |
Shelton, CT |
Q3 2025 |
|
$345M |
| Westend Capital Management, LLC |
Sausalito, CA |
Q3 2025 |
|
$343M |
| WARD TOM L. |
Oklahoma City, OK |
|
|
$341M |
| Wood Tarver Financial Group, LLC |
Boise, ID |
Q3 2025 |
|
$339M |
| WEBER ALAN W |
Armonk, NY |
Q4 2020 |
|
$334M |
| Warren Street Wealth Advisors, LLC |
Newport Beach, CA |
Q3 2025 |
|
$333M |
| WEBSTERROGERS FINANCIAL ADVISORS, LLC |
Florence, SC |
Q3 2025 |
|
$333M |
| WEISS MICHAEL S |
New York, NY |
|
|
$333M |
| WASHINGTON STATE INVESTMENT BOARD |
Olympia, WA |
Q3 2025 |
|
$329M |
| WRAPMANAGER INC |
Mill Valley, CA |
Q3 2025 |
|
$325M |
| WealthBridge Investment Counsel Inc. |
Calgary, Alberta, Canada |
Q3 2025 |
|
$324M |
| WATERSHED PRIVATE WEALTH LLC |
Oak Brook, IL |
Q3 2025 |
|
$316M |
| WESTERN DIGITAL CORP |
San Jose, CA |
|
|
$316M |
| Whelan Financial |
Fresno, CA |
Q3 2025 |
|
$315M |
| WESTERLY CAPITAL MANAGEMENT, LLC |
San Francisco, CA |
Q3 2025 |
|
$315M |
| Wealth Management Partners, LLC |
Tucson, AZ |
Q3 2025 |
|
$315M |
| WR Wealth Planners, LLC |
Columbia, MO |
Q4 2024 |
|
$311M |
| WEALTH EFFECTS LLC |
Boston, MA |
Q3 2025 |
|
$311M |
| WEYBOSSET RESEARCH & MANAGEMENT LLC |
Province, RI |
Q3 2025 |
|
$310M |
| WEALTH MANAGEMENT RESOURCES, INC. |
Smithfield, RI |
Q3 2025 |
|
$309M |
| WealthCare Investment Partners, LLC |
Portsmouth, RI |
Q3 2025 |
|
$308M |
| WOLIN HARRY A |
Sunnyvale, CA |
|
|
$305M |
| WALLED LAKE PLANNING & WEALTH MANAGEMENT, LLC |
Winnetka, IL |
Q3 2025 |
|
$304M |
| Whitegate Investment Counselors, Inc. |
Concord, NH |
Q3 2025 |
|
$304M |
| Wood River Capital, LLC |
Wichita, KS |
|
|
$304M |
| Weingart Jack |
Fort Worth, TX |
|
|
$302M |
| Whitefort Capital Management, LP |
New York, NY |
Q3 2025 |
|
$302M |
| Wu Xiaobin |
Camana Bay, Grand Cayman, Cayman Islands |
|
|
$302M |
| Wealth Advisors of Tampa Bay, LLC |
Tampa, FL |
Q3 2025 |
|
$300M |
| WMG Financial Advisors, LLC |
Knoxville, TN |
Q3 2025 |
|
$300M |
| Wolf Group Capital Advisors |
Fairfax, VA |
Q1 2025 |
|
$298M |
| Wambolt & Associates, LLC |
Littleton, CO |
Q2 2025 |
|
$297M |
| Wealth Advisors of Iowa, LLC |
West Des Moines, IA |
Q3 2025 |
|
$294M |
| Westshore Wealth, LLC |
Newport Beach, CA |
Q3 2025 |
|
$293M |
| Wellesley Investment Partners, LLC |
Wellesley, MA |
Q3 2020 |
|
$293M |
| WILSON THOMAS J |
Northbrook, IL |
|
|
$293M |
| Wade Financial Advisory, Inc |
Campbell, CA |
Q1 2025 |
|
$292M |
| Windward Private Wealth Management Inc. |
Overland Park, KS |
Q3 2025 |
|
$290M |
| WuXi AppTec Co., Ltd. |
Shanghai, China |
Q3 2024 |
|
$290M |
| Waterford Advisors, LLC |
Orchard Park, NY |
Q3 2025 |
|
$289M |
| WealthStone, Inc. |
Columbus, OH |
Q1 2021 |
|
$287M |
| Wealth Management Associates, Inc. |
Cherry Hill, NJ |
Q3 2025 |
|
$282M |
| Winfield Associates, Inc. |
Cleveland, OH |
Q1 2022 |
|
$276M |
| Weinberger Asset Management, Inc |
Los Angeles, CA |
Q3 2025 |
|
$276M |
| Westwood Wealth Management |
Los Angeles, CA |
Q3 2025 |
|
$273M |
| Wind River Trust Co |
Jackson, WY |
Q3 2025 |
|
$270M |
| WESTWOOD MANAGEMENT CORP /IL/ |
Chicago, IL |
Q4 2023 |
|
$270M |
| WIT Partners Advisory Pte. Ltd. |
Singapore, Singapore |
Q3 2025 |
|
$269M |
| WEIK CAPITAL MANAGEMENT |
Wyomissing, PA |
Q3 2025 |
|
$268M |
| WARNER FINANCIAL, INC |
Bethesda, MD |
Q3 2025 |
|
$268M |
| WorthPointe, LLC |
La Jolla, CA |
Q3 2025 |
|
$267M |
| Wu Yang |
Stafford, TX |
|
|
$264M |
| WEALTHEDGE INVESTMENT ADVISORS, LLC |
New York, NY |
Q3 2025 |
|
$264M |
| WEALTHSPAN PARTNERS, LLC |
Davenport, IA |
Q3 2025 |
|
$260M |
| WHITMORE BRADFORD T |
Skokie, IL |
|
|
$259M |
| Wealth Quarterback LLC |
Toms River, NJ |
Q3 2025 |
|
$259M |
| Wela Strategies, Inc. |
Atlanta, GA |
Q3 2025 |
|
$258M |
| Walker Financial Services, Inc. |
Bowling Green, KY |
Q3 2025 |
|
$257M |
| Wealthstar Advisors, LLC |
Plano, TX |
Q3 2025 |
|
$254M |
| waypoint wealth counsel |
Atlanta, GA |
Q3 2025 |
|
$253M |
| WITTENBERG INVESTMENT MANAGEMENT, INC. |
Carlisle, MA |
Q3 2025 |
|
$252M |
| Wu Lei |
Central Hong Kong, Hong Kong |
|
|
$250M |
| WealthOne, LLC |
Albany, NY |
Q3 2023 |
|
$248M |
| WJ Interests, LLC |
Sugar Land, TX |
Q3 2025 |
|
$248M |
| Wong Jennifer L. |
New York, NY |
|
|
$246M |
| Weitzel Financial Services, Inc. |
Dubuque, IA |
Q3 2025 |
|
$246M |
| Western States Regional Joint Board, Workers United |
Los Angeles, CA |
|
|
$244M |
| Wills Financial Group LLC |
Richmond, VA |
Q3 2025 |
|
$244M |
| Wealth Watch Advisors, INC |
Englewood, CO |
Q3 2025 |
|
$243M |
| WESTPORT ASSET MANAGEMENT INC |
Southport, CT |
Q3 2025 |
|
$240M |
| WD RUTHERFORD LLC |
Portland, OR |
Q3 2025 |
|
$235M |
| WETZEL INVESTMENT ADVISORS, INC. |
Indianapolis, IN |
Q3 2025 |
|
$234M |
| Wrenne Financial Planning LLC |
Lexington, KY |
Q3 2025 |
|
$234M |
| WARNOCK JOHN E |
San Jose, CA |
|
|
$232M |
| Wayfinding Financial, LLC |
Lynnwood, WA |
Q3 2025 |
|
$232M |
| Wills Financial Group, Inc. |
Richmond, VA |
Q4 2024 |
|
$232M |
| Wallace Rory |
New York, NY |
|
|
$230M |
| Western Financial Corp/CA |
San Diego, CA |
Q3 2025 |
|
$230M |
| Woods Darren W |
Spring, TX |
|
|
$230M |
| WJ Wealth Management, LLC |
Glendale, AZ |
Q3 2025 |
|
$227M |
| Windsor Creek Advisors, LLC |
Bethel, VT |
Q4 2021 |
|
$224M |
| Wunderlich Capital Managemnt |
Memphis, TN |
Q2 2024 |
|
$224M |
| Windle Wealth, LLC |
Oklahoma City, OK |
Q3 2025 |
|
$224M |
| WEALTH ADVISORS, INC. |
Rancho Santa Fe, CA |
Q3 2023 |
|
$223M |
| Worth Asset Management, LLC |
Dallas, TX |
Q3 2025 |
|
$222M |
| Wiggins Stephen F |
Dorado, PR |
|
|
$222M |
| Westfuller Advisors, LLC |
New York, NY |
Q3 2025 |
|
$220M |
| WENTZ MYRON W |
Salt Lake City, UT |
|
|
$218M |
| Wealthcare Capital Partners, LLC |
West Chester, PA |
Q3 2025 |
|
$218M |
| Wheelhouse Advisory Group LLC |
St. Louis, MO |
Q3 2025 |
|
$217M |
| WealthCollab, LLC |
Bellevue, WA |
Q3 2025 |
|
$217M |
| Watermark Asset Management, Inc. |
San Ramon, CA |
Q4 2018 |
|
$216M |
| WOODWARD DIVERSIFIED CAPITAL, LLC |
Bakersfield, CA |
Q3 2025 |
|
$215M |
| Watchtower Advisors, LP |
Old Greenwich, CT |
Q3 2025 |
|
$214M |
| Windsor Financial Group, LLC |
Minneapolis, MN |
Q2 2017 |
|
$214M |
| Walker John B |
Houston, TX |
|
|
$213M |
| Wells Trecaso Financial Group, LLC |
Akron, OH |
Q3 2025 |
|
$210M |
| Whitebark Investors LP |
Incline Village, NV |
Q3 2025 |
|
$210M |
| WESTBOURNE INVESTMENTS, INC. |
Arlington, VA |
Q3 2025 |
|
$209M |
| WIMMER ASSOCIATES 1, LLC |
Pasadena, CA |
Q3 2025 |
|
$208M |
| Wealth Advisors Northwest LLC |
Portland, OR |
Q3 2025 |
|
$207M |
| Wynn Capital, LLC |
Augusta, GA |
Q3 2025 |
|
$206M |
| WIN ADVISORS, INC |
Palm Beach Gardens, FL |
Q3 2025 |
|
$205M |
| Westhampton Capital, LLC |
Winston Salem, NC |
Q3 2025 |
|
$205M |
| Wealth Management Strategies, Inc. |
Pittsburgh, PA |
Q3 2025 |
|
$202M |
| Werlinich Asset Management, LLC |
Stamford, CT |
Q3 2025 |
|
$201M |
| WEAVER DELORES B |
Stamford, CT |
|
|
$198M |
| WEAVER WAYNE J |
Stamford, CT |
|
|
$198M |
| WISCONSIN CAPITAL MANAGEMENT LLC |
Madison, WI |
Q3 2025 |
|
$196M |
| WILDER C JOHN |
New Orleans, LA |
Q3 2025 |
|
$191M |
| W ADVISORS, LLC |
Germantown, TN |
Q3 2025 |
|
$190M |
| Whitehead James |
Houston, TX |
|
|
$190M |
| Walter James H |
Denver, CO |
|
|
$189M |
| WAFRA INC. |
New York, NY |
Q3 2025 |
|
$189M |
| Western Standard LLC |
Los Angeles, CA |
Q3 2025 |
|
$187M |
| WHV Investments, Inc. |
San Francisco, CA |
Q1 2016 |
|
$187M |
| William B. Walkup & Associates, Inc. |
Columbia, SC |
Q3 2025 |
|
$187M |
| Wishbone Management, LP |
Chicago, IL |
Q3 2025 |
|
$186M |
| William Mack & Associates, Inc. |
Troy, MI |
Q3 2025 |
|
$186M |
| WC Walker & Associates, Inc. |
Fullerton, CA |
Q4 2022 |
|
$184M |
| WATSA V PREM ET AL |
Toronto, Ontario, Canada |
Q3 2025 |
|
$184M |
| WEST BANCORPORATION INC |
West Des Moines, IA |
Q3 2025 |
|
$180M |
| WALDEN WEALTH PARTNERS LLC |
Beachwood, OH |
Q2 2024 |
|
$179M |
| WASHBURN CAPITAL MANAGEMENT, INC. |
Vero Beach, FL |
Q3 2025 |
|
$179M |
| Working Capital Advisors (UK) Ltd. |
London, United Kingdom |
Q3 2025 |
|
$179M |
| WASHINGTON UNIVERSITY |
St Louis, MO |
Q3 2025 |
|
$179M |
| Walker Asset Management, LLC |
Verona, MO |
Q3 2025 |
|
$178M |
| William Allan Corp |
Fort Collins, CO |
Q3 2025 |
|
$178M |
| Worth Financial Advisory Group, LLC |
Charlotte, NC |
Q3 2025 |
|
$178M |
| WALNUT PRIVATE EQUITY PARTNERS, LLC |
Omaha, NE |
Q3 2025 |
|
$177M |
| WOLFF WIESE MAGANA LLC |
Carslbad, CA |
Q3 2025 |
|
$177M |
| Willow Street Advisors LLC |
Naples, FL |
Q4 2013 |
|
$174M |
| Wealth Forward, LLC |
Fargo, ND |
Q3 2025 |
|
$172M |
| Wealth Preservation Advisors, LLC |
Chattanooga, TN |
Q3 2025 |
|
$172M |
| WealthTrust-Arizona, LLC |
Scottsdale, AZ |
Q4 2018 |
|
$172M |
| Whalen Wealth Management Inc. |
Las Vegas, NV |
Q3 2025 |
|
$171M |
| WESPAC Advisors, LLC |
Orinda, CA |
Q3 2025 |
|
$171M |
| Watson Rebecca |
Hanover, NH |
Q3 2020 |
|
$170M |
| Wesbild Inc. |
New York, NY |
|
|
$169M |
| Wealthsimple US, Ltd. |
Brooklyn, NY |
Q1 2021 |
|
$169M |
| WORMSER FRERES GESTION |
Paris, France |
Q2 2025 |
|
$168M |
| WEINBERG JOHN S |
Dearborn, MI |
|
|
$168M |
| WORLDLY PARTNERS MANAGEMENT, LLC |
Needham, MA |
Q3 2025 |
|
$167M |
| Warburg Pincus (Cayman) Global Growth GP LLC |
New York, NY |
|
|
$167M |
| WP Triton Co-Invest, L.P. |
New York, NY |
|
|
$167M |
| WYNNEFIELD CAPITAL INC |
New York, NY |
Q3 2025 |
|
$166M |
| Warburton Capital Management, LLC |
Tulsa, OK |
Q3 2025 |
|
$166M |
| Wengen Alberta, LP |
Baltimore, MD |
|
|
$165M |
| W.H. Cornerstone Investments Inc. |
Kingston, MA |
Q3 2025 |
|
$164M |
| Wilkins Miller Wealth Management, LLC |
Mobile, AL |
Q3 2025 |
|
$161M |
| White Wing Wealth Management |
The Wodlands, TX |
Q3 2025 |
|
$161M |
| Widmann Financial Services, Inc. |
Bowie, MD |
Q3 2025 |
|
$159M |
| Welch Investments, LLC |
Birmingham, AL |
Q4 2017 |
|
$157M |
| WestBridge Capital Management, LLC |
Trianon, Mauritius |
Q3 2025 |
|
$157M |
| WFA Asset Management Corp |
Whitefish Bay, WI |
Q3 2025 |
|
$156M |
| Water Oak Advisors LLC |
Winter Park, FL |
Q3 2020 |
|
$155M |
| WM Birkdale, Ltd. |
London, United Kingdom |
|
|
$153M |
| Waterfront Capital Partners, LLC |
New York, NY |
Q3 2025 |
|
$153M |
| Wilson & Boucher Capital Management, LLC |
Moraga, CA |
Q3 2025 |
|
$152M |
| Whipplewood Advisors, LLC |
Littleton, CO |
Q3 2025 |
|
$152M |
| Warburg Pincus Partners GP LLC |
New York, NY |
|
|
$152M |
| WALL STREET ASSOCIATES |
Lajolla, CA |
Q4 2016 |
|
$151M |
| Williams Mel |
Dallas, TX |
|
|
$150M |
| Waldo Robert |
Tulsa,, OK |
|
|
$148M |
| Winthrop Partners - WNY, LLC |
Buffalo, NY |
Q3 2019 |
|
$148M |
| William Marsh Rice University |
Houston, TX |
Q3 2025 |
|
$146M |
| Wealth Management Solutions, LLC |
Exton, PA |
Q3 2023 |
|
$146M |
| Warner Group LLC |
Madison, CT |
Q3 2025 |
|
$145M |
| WINCAP FINANCIAL LLC |
Boston, MA |
Q3 2025 |
|
$145M |
| Weinstein Boaz |
New York, NY |
|
|
$144M |
| Wingate Wealth Advisors, Inc. |
Lexington, MA |
Q3 2025 |
|
$144M |
| WealthTrust Asset Management, LLC |
Destin, FL |
Q3 2025 |
|
$144M |
| WESTERN FINANCIAL Corp |
San Diego, CA |
Q3 2022 |
|
$143M |
| Wechter Feldman Wealth Management, Inc. |
Parsippany, NJ |
Q2 2021 |
|
$143M |
| Walnut Level Capital LLC |
Denver, CO |
Q3 2025 |
|
$141M |
| WASHINGTON GROWTH STRATEGIES LLC |
Washington, DC |
Q3 2025 |
|
$140M |
| WEALTHGARDEN F.S. LLC |
El Segundo, CA |
Q3 2025 |
|
$140M |
| WASHINGTON CAPITAL MANAGEMENT, INC |
Seattle, WA |
Q3 2025 |
|
$140M |
| WINEBRENNER CAPITAL MANAGEMENT LLC |
Louisville, KY |
Q3 2025 |
|
$139M |
| WILSON JAMES N |
San Diego, CA |
|
|
$138M |
| WESTPORT RESOURCES MANAGEMENT INC |
Westport, CT |
Q3 2016 |
|
$138M |
| Wealth & Pension Services Group, Inc. |
Atlanta, GA |
Q3 2019 |
|
$138M |
| WOOD C MARTIN III |
New York, NY |
|
|
$137M |
| Wallace Hart LLC |
Lexington, KY |
Q3 2025 |
|
$136M |
| WFA of San Diego, LLC |
San Diego, CA |
Q2 2025 |
|
$136M |
| WESSEL RICK L |
Fort Worth, TX |
|
|
$136M |
| White & Co Financial Planning Inc |
Sunnyside, WA |
Q3 2025 |
|
$133M |
| Warm Springs Advisors Inc. |
Larkspur, CA |
Q3 2025 |
|
$132M |
| Welch Jamie |
Dallas, TX |
|
|
$131M |
| WILLNER & HELLER, LLC |
Encino, CA |
Q3 2025 |
|
$130M |
| Wheeler Real Estate Investment Trust, Inc. |
Virginia Beach, VA |
|
|
$130M |
| Williams & Novak, LLC |
Westlake Village, CA |
Q3 2025 |
|
$130M |
| Williamson Legacy Group, LLC |
Carmel, IN |
Q3 2025 |
|
$129M |
| WPG Advisers, LLC |
Baltimore, MD |
Q3 2025 |
|
$129M |
| WINNOW WEALTH LLC |
Waco, TX |
Q3 2025 |
|
$128M |
| Wellington Biomedical Innovation Master Investors (Cayman) II L.P. |
Boston, MA |
|
|
$128M |
| White Knight Strategic Wealth Advisors, LLC |
Princeton, NJ |
Q3 2025 |
|
$127M |
| Woodside Wealth Management LLC |
Framingham, MA |
Q3 2025 |
|
$127M |
| Wallace Advisory Group, LLC |
Lafayette, CA |
Q3 2025 |
|
$124M |
| Wilmar Advisors LLC |
Juno Beach, FL |
Q3 2025 |
|
$122M |
| Williams Jack P Jr |
Spring, TX |
|
|
$122M |
| WealthTrak Capital Management LLC |
Virginia Beach, VA |
Q3 2025 |
|
$121M |
| WYNNEFIELD PARTNERS SMALL CAP VALUE LP |
New York, NY |
|
|
$121M |
| Walker Jonathan |
Goleta, CA |
|
|
$120M |
| Walthausen & Co., LLC |
Malta, NY |
Q3 2022 |
|
$120M |
| White Elm Capital, LLC |
Greenwich, CT |
Q4 2019 |
|
$118M |
| Wan Long |
Smithfiled, VA |
|
|
$118M |
| William Howard & Co Financial Advisors Inc |
Memphis, TN |
Q3 2025 |
|
$118M |
| WYNNCHURCH CAPITAL PARTNERS IV, L.P. |
Rosemont, IL |
Q3 2025 |
|
$117M |
| WF Asset Corp. |
New York, NY |
|
|
$117M |
| WULFF, HANSEN & CO. |
San Rafael, CA |
Q3 2025 |
|
$116M |
| Williams Lewis T |
South San Francisco, CA |
|
|
$116M |
| Wehmann James M |
San Jose, CA |
|
|
$115M |
| Warburg Pincus (E&P) XII, L.P. |
New York, NY |
|
|
$114M |
| Warburg Pincus Partners II (US), L.P. |
New York, NY |
|
|
$114M |
| Warburg Pincus Private Equity (E&P) XI-A, L.P. |
New York, NY |
|
|
$114M |
| WP Energy Chisholm Holdings, L.P. |
New York, NY |
|
|
$114M |
| WINTRUST INVESTMENTS LLC |
Chicago, IL |
Q4 2024 |
|
$114M |
| Windsor Advisory Group, LLC |
Columbus, OH |
Q3 2025 |
|
$113M |
| Willis Austin Chandler |
Coconut Creek, FL |
|
|
$111M |
| Wellington Biomedical Innovation Master Investors (Cayman) I L.P. |
Boston, MA |
|
|
$111M |
| WEBB MAYNARD G JR |
Los Gatos, CA |
|
|
$110M |
| Wellington Wealth Strategies, LLC. |
Indianapolis, IN |
Q4 2024 |
|
$109M |
| Wealth Advisory Team LLC |
Bellevue, KY |
Q2 2025 |
|
$107M |
| Wasserstein Debt Opportunities Management, L.P. |
New York, NY |
Q3 2025 |
|
$106M |
| WD Thunder CV Ultimate GP LLC |
Houston, TX |
|
|
$106M |
| WILLIAMS JEFFREY E |
Cupertino, CA |
|
|
$105M |
| Waterfall Asset Management, LLC |
New York, NY |
Q3 2025 |
|
$105M |
| Wisconsin Wealth Advisors, LLC |
Sun Prairie, WI |
Q3 2025 |
|
$105M |
| WREN JOHN |
|
|
|
$104M |
| Wealth Enhancement & Preservation of GA, LLC |
Alpharetta, GA |
Q2 2023 |
|
$104M |
| Welling Glenn W. |
Newport Beach, CA |
Q3 2025 |
|
$104M |
| WILLIS REDD |
Santa Monica, CA |
|
|
$104M |
| Weaver C. Barksdale & Associates, Inc. |
Nashville, TN |
Q3 2025 |
|
$104M |
| Wallach Matthew J |
Pleasanton, CA |
|
|
$104M |
| Weingarten Tomer |
Mountain View, CA |
|
|
$104M |
| Warden Kathy J |
Falls Church, VA |
|
|
$103M |
| WJ Financial Advisors LLC |
Killingworth, CT |
Q3 2025 |
|
$103M |
| Western Pacific Wealth Management, LP |
Lake Forest, IL |
Q3 2025 |
|
$102M |
| Woodward William |
Santa Monica, CA |
|
|
$102M |
| Wolf Kurt James |
Adams Township, PA |
|
|
$101M |
| Wealth Group, Ltd. |
Raleigh, NC |
Q2 2025 |
|
$101M |
| WILEY BRADFORD II |
|
|
|
$100M |
| Wintergreen Advisers, LLC |
Mount Olive, NJ |
Q1 2019 |
|
$99.5M |
| Whitford Management LLC |
New York, NY |
Q3 2025 |
|
$99.4M |
| Waterstone Capital Management, L.P. |
St. Louis Park, MN |
Q4 2019 |
|
$98.6M |
| WIRTA RAYMOND E |
Dallas, TX |
|
|
$98.2M |
| WILEN INVESTMENT MANAGEMENT CORP. |
Bonita Springs, FL |
Q3 2022 |
|
$98.1M |
| Waycross Investment Management Co |
Bellingham, WA |
Q3 2025 |
|
$98M |
| Williams Financial, LLC |
North Bennington, VT |
Q3 2025 |
|
$97M |
| Wernau Asset Management Inc. |
Gloucester, MA |
Q3 2025 |
|
$96.6M |
| Wall Street Financial Group, Inc. |
Carlinville, IL |
Q1 2025 |
|
$96.5M |
| Weatherstone Capital Management |
Denver, CO |
Q1 2019 |
|
$94.5M |
| Weyland Capital Management, LLC |
Portsmouth, NH |
Q2 2016 |
|
$94M |
| WRIGHT DICKERSON |
San Diego, CA |
|
|
$91.9M |
| WEDGEWOOD INVESTORS INC /PA/ |
Erie, PA |
Q3 2025 |
|
$91.2M |
| WARZALA RICHARD S |
Anglewood, CO |
|
|
$90.6M |
| Walker Jeffrey Clinton |
Sunrise, FL |
|
|
$90.5M |
| Wang Julia Aijun |
Grand Cayman, Cayman Islands |
|
|
$89.8M |
| WONG RODERICK |
New York, NY |
|
|
$89.7M |
| Winn David Randall |
Boca Raton, FL |
|
|
$88.4M |
| Wolfen Richard M. |
Aliso Viejo, CA |
|
|
$88.3M |
| Wall Capital Group, Inc. |
Phoenix, AZ |
Q4 2023 |
|
$88.2M |
| WALLACE RICHARD P |
San Jose, CA |
|
|
$87.2M |
| Walker William M |
Bethesda, MD |
|
|
$86.1M |
| Wavelength Capital Management, LLC |
Westport, CT |
Q3 2023 |
|
$85.9M |
| Watershed Asset Management, L.L.C. |
San Francisco, CA |
Q4 2023 |
|
$85.7M |
| WYCOFF W KIRK |
Philadelphia, PA |
|
|
$85.4M |
| WEISENBURGER RANDALL J |
New York, NY |
|
|
$85.4M |
| WESTON CAPITAL MANAGEMENT INC |
Los Angeles, CA |
Q4 2013 |
|
$80.9M |
| Wiser Advisor Group LLC |
Phoenix, AZ |
Q3 2025 |
|
$80.4M |
| WEBB LARRY R |
|
|
|
$80.3M |
| WALDRON JOHN E. |
New York, NY |
|
|
$79.8M |
| Weis Jennifer |
Sunbury, PA |
|
|
$79.7M |
| Willner Morris |
New York, NY |
|
|
$79M |
| Wehner David M. |
Menlo Park, CA |
|
|
$78.9M |
| Winfrey Christopher L |
St. Louis, MO |
|
|
$77.1M |
| Weather Gauge Advisory, LLC |
Williamsburg, VA |
Q3 2021 |
|
$76.7M |
| Wilks Brothers, LLC |
Cisco, TX |
Q3 2019 |
|
$76.5M |
| Wagler Theresa E |
Fort Wayne, IN |
|
|
$76.3M |
| WADDELL M KEITH |
|
|
|
$76.1M |
| Wells Financial Advisors INC |
Framingham, MA |
Q3 2025 |
|
$74.7M |
| Westlake BioPartners Fund II, L.P. |
Westlake Village, CA |
|
|
$72.5M |
| White River Investment Partners, LLC |
San Francisco, CA |
Q3 2014 |
|
$72.3M |
| Wicki Andreas |
Grand Cayman, Cayman Islands |
|
|
$71.7M |
| Westpark Management, LLC |
Plano, TX |
Q3 2022 |
|
$71.7M |
| Wayzata Investment Partners LLC |
Wayzata, MN |
Q3 2018 |
|
$70.9M |
| WESTAIM Corp |
Toronto, Ontario, Canada |
|
|
$70.1M |
| White Anne E. |
Indianapolis, IN |
|
|
$70M |
| Warnick Jason |
Menlo Park, CA |
|
|
$68.7M |
| WALTRIP W BLAIR |
Houston, TX |
|
|
$68.6M |
| West George Vincent |
Smyrna, GA |
|
|
$67.2M |
| WILSON FREDERICK R |
|
|
|
$66.6M |
| Wealth CMT |
Cherry Hill, NJ |
Q2 2023 |
|
$66.2M |
| WEEKS WENDELL P |
Corning, NY |
|
|
$65.7M |
| Wise Wealth Partners |
Phoenix, AZ |
Q3 2025 |
|
$65.5M |
| Wozniak Beth |
Minneapolis, MN |
|
|
$65.1M |
| Wellington Hadley Harbor Master Investors (Cayman) III L.P. |
Boston, MA |
|
|
$65M |
| Wang Feng-Ming |
Santa Clara, CA |
|
|
$62.7M |
| WILLIAMS CLARA R |
Mayfield Heights, OH |
|
|
$62.6M |
| WILLIAMS DAVID B |
Mayfield Heights, OH |
|
|
$60.5M |
| WEST DAVID J |
Hershey, PA |
|
|
$60.4M |
| WEINER LEIGH R |
|
|
|
$59.7M |
| Woolley Kenneth M. |
Salt Lake City, UT |
|
|
$59.7M |
| Wang David H |
Fremont, CA |
|
|
$58.5M |
| Weber Christopher Lee |
New York, NY |
|
|
$58.3M |
| Wellington Capital Management, Inc. |
Chevy Chase, MD |
Q2 2025 |
|
$58.1M |
| Westphal Jeffrey |
King Of Prussia, PA |
|
|
$57.7M |
| WYNNEFIELD PARTNERS SMALL CAP VALUE LP I |
New York, NY |
|
|
$56.9M |
| WM Hinson (Bermuda) Ltd. |
Hamilton, Bermuda |
|
|
$56.6M |
| Weinberg Peter A |
London, United Kingdom |
|
|
$55.8M |
| Weisberg Alan Jay |
Boca Raton, FL |
|
|
$55.8M |
| Watson Jill Foss |
Southfield, MI |
|
|
$55.8M |
| Winemaster Gary S |
Vernon Hills, IL |
|
|
$55.2M |
| WJS Investments Ltd |
Toronto, Ontario, Canada |
|
|
$54.6M |
| WEST COAST ASSET MANAGEMENT INC |
Montecito, CA |
Q3 2014 |
|
$53.6M |
| WILLIAMS WILLIAM L. III |
Wilmington, NC |
|
|
$53.6M |
| Wilk Jason |
Los Angeles, CA |
|
|
$53.2M |
| Woodbine Capital Advisors LP |
New York, NY |
Q1 2014 |
|
$53.2M |
| Wallace Scott Malcom |
Winter Garden, FL |
|
|
$52.8M |
| WEBSTER PATRICK M |
Grand Rapids, MI |
|
|
$52.3M |
| WITTY ANDREW |
Minnetonka, MN |
|
|
$52.3M |
| West Malynda K |
El Dorado, AR |
|
|
$52M |
| WATSON DAVID N |
Berwyn, PA |
|
|
$51.6M |
| Whitten Anthony Charles |
Round Rock, TX |
|
|
$51.2M |
| Willis Michael |
Huntington Beach, CA |
|
|
$50.4M |
| Wieland James |
Fargo, ND |
|
|
$50.4M |
| WOLTOSZ WALTER S |
Lancaster, CA |
|
|
$49.6M |
| WOODS M TROY |
Atlanta, GA |
|
|
$49.5M |
| Will W Anthony |
Deerfield, IL |
|
|
$49.4M |
| Weber David M |
Pleasanton, CA |
|
|
$49.3M |
| White Oak Capital Partners Pte. Ltd. |
Singapore, Singapore |
Q3 2025 |
|
$49.3M |
| Wolfstich Capital, LLC |
Medfield, MA |
Q3 2025 |
|
$49M |
| Weiss Jonathan G. |
New York, NY |
|
|
$48.9M |
| Wright Christopher A |
Mill Valley, CA |
|
|
$48.6M |
| WESLEY CHARLES R |
Tulsa, OK |
|
|
$47.9M |
| Wolf Alexander |
Santa Barbara, CA |
|
|
$47.8M |
| Winchester Bancorp, MHC |
Winchester, MA |
|
|
$47.7M |
| William Bradford Haines Financial Services Trust |
Oklahoma City, OK |
|
|
$47.4M |
| WEST RIM CAPITAL ASSOCIATES II, L.P. |
Lehi, UT |
Q3 2023 |
|
$46.8M |
| Winning Points Advisors, LLC |
Boca Raton, FL |
Q3 2024 |
|
$46.3M |
| WHEAT BILL W |
Arlington, TX |
|
|
$46.2M |
| Wilson Kenneth S |
St. Petersburg, FL |
|
|
$45.6M |
| WALTON WILLIAM H III |
Jacksonville, FL |
|
|
$45.6M |
| WAN XIN |
El Monte, CA |
|
|
$45.4M |
| WEISS ROBERT S |
Pleassanton, CA |
|
|
$45.3M |
| Western Asset Management Company, LLC |
Pasadena, CA |
Q3 2025 |
|
$45.2M |
| Wisniewski Scott |
Miami, FL |
|
|
$43.8M |
| WALTER LUC |
|
|
|
$43.8M |
| Water Asset Management LLC |
New York, NY |
Q4 2019 |
|
$43.6M |
| Williams Anre D |
New York, NY |
|
|
$42.9M |
| Whitehurst James M |
Armonk, NY |
|
|
$42.7M |
| WILENSKY GAIL R |
Secaucus, NJ |
|
|
$42.7M |
| Wallace Brendan |
Los Angeles, CA |
|
|
$42.3M |
| Wajcenberg Simon Enrico |
George Town, Cayman Islands |
|
|
$41.6M |
| White Emily |
Vancouver, British Columbia, Canada |
|
|
$40.8M |
| WARD JEFFREY C |
Alexandria, VA |
|
|
$40.7M |
| WL ROSS & CO LLC |
Dallas, TX |
Q4 2021 |
|
$40.2M |
| Wood John B |
Ashburn, VA |
|
|
$39.8M |
| WARNKE KARL J |
Kent, OH |
|
|
$39.1M |
| WGL Capital LLC |
New York, NY |
|
|
$38.8M |
| Wilshire Advisors LLC |
Santa Monica, CA |
Q3 2025 |
|
$38.6M |
| Webster Brian Daniel |
Kirkland, WA |
|
|
$38.5M |
| Walrath Michael |
New York, NY |
|
|
$38.2M |
| WALKER JOHN KENT |
Mountain View, CA |
|
|
$38M |
| White Raymond T. |
Los Angeles, CA |
|
|
$38M |
| Wang Mark D |
Orlando, FL |
|
|
$38M |
| Wat Joey |
Shanghai, China |
|
|
$37.9M |
| Wojcik Thomas M |
West Palm Beach, FL |
|
|
$37.6M |
| Watzinger Gerhard |
Naples, FL |
|
|
$37.4M |
| White Derek J |
Minneapolis, MN |
|
|
$37.1M |
| Wynnchurch Partners IV, L.P. |
Rosemont, IL |
|
|
$37M |
| White Matthew J |
Danbury, CT |
|
|
$36.9M |
| Williams Gregg |
Walled Lake, MI |
|
|
$35.9M |
| Wealthgate Family Office, LLC |
Boulder, CO |
Q3 2024 |
|
$35.9M |
| WYNNE THOMAS M |
Tulsa, OK |
|
|
$35.9M |
| Weldon Raymond F |
Overland Park, KS |
|
|
$35.7M |
| Watts Ryan J. |
South San Francisco, CA |
|
|
$35.6M |
| WICHMANN DAVID S |
Marlborough, MA |
|
|
$35.2M |
| Wallace Noel R. |
New York, NY |
|
|
$34.9M |
| WEST EDWARD H |
San Diego, CA |
|
|
$34.9M |
| Williams David Brewster |
Westport, CT |
|
|
$34.8M |
| White Robert Andrew |
Houston, TX |
|
|
$34.7M |
| West Tower Group, LLC |
Richmond, VA |
Q3 2025 |
|
$34.5M |
| William John Hunter |
Incline Village, NV |
|
|
$34.4M |
| Wilson John F |
Atlanta, GA |
|
|
$34.3M |
| Worth Venture Partners, LLC |
Fort Lee, NJ |
Q3 2025 |
|
$34.1M |
| Weidemanis Joakim |
Glendale, WI |
|
|
$34.1M |
| Williams John E Jr |
Houston, TX |
|
|
$33.9M |
| Washington Harbour Partners LP |
Arlington, VA |
Q2 2025 |
|
$33.8M |
| WELLER RICK |
Leadwood, KS |
|
|
$33.7M |
| WARD JR STEPHEN M |
Reading, PA |
|
|
$33.2M |
| Woodside Dennis |
San Francisco, CA |
|
|
$32.9M |
| Wojnar Theodore J Jr |
Irving, TX |
|
|
$32.9M |
| Winningham Rick E |
South San Francisco, CA |
|
|
$32.9M |
| W Capital Partners III, L.P. |
New York, NY |
|
|
$32.7M |
| Williams Toby J. |
Arlington Heights, IL |
|
|
$32.5M |
| Whitten Marc |
San Francisco, CA |
|
|
$32.2M |
| Whalen Julie |
San Francisco, CA |
|
|
$32M |
| Woodward Peter H |
New York, NY |
|
|
$31.6M |
| WE-INN LLC |
Chicago, IL |
|
|
$31.3M |
| Whalen James F. |
Rockville, MD |
|
|
$31.2M |
| WINSHIP HENRY WARD IV |
Rancho Santa Fe, CA |
|
|
$31.2M |
| WELCH M SCOTT |
Elkhart, IN |
|
|
$31.2M |
| Werner Thomas P. |
Eagle, ID |
|
|
$30.8M |
| Wenger Howard |
San Jose, CA |
|
|
$30.7M |
| Wiedenfels Gunnar |
New York, NY |
|
|
$30.6M |
| Whittemore Edward B. |
Conshohocken, PA |
|
|
$30.6M |
| White Albert G III |
Victor, NY |
|
|
$30.4M |
| Welch William E |
San Jose, CA |
|
|
$30.3M |
| Wavelength Asset Management LLC |
New York, NY |
Q3 2015 |
|
$30.3M |
| White Parker |
Wichita Falls, TX |
|
|
$30.3M |
| WHITE TONY L |
Norwalk, CT |
|
|
$30.2M |
| Wong Rich |
Palo Alto, CA |
|
|
$30M |
| Witter Jonathan W. |
Mclean, VA |
|
|
$29.9M |
| WEISZ STEPHEN P |
Orlando, FL |
|
|
$29.5M |
| Wexler Lawrence |
New Canaan, CT |
|
|
$29.4M |
| WU PETER |
|
|
|
$29.4M |
| Woodson Capital Master Fund, LP |
Greenwich, CT |
|
|
$29.3M |
| Wand Assaf |
Palo Alto, CA |
|
|
$29M |
| Witzeman Michael D |
Cincinnati, OH |
|
|
$28.9M |
| Wender Justin B |
New York, NY |
|
|
$28.8M |
| Walters Sean Michael |
New York, NY |
|
|
$28.8M |
| Wheeler Scott T |
Washington, DC |
|
|
$28.6M |
| Williams Ather III |
New York, NY |
|
|
$28.5M |
| Washington Robin L |
San Francisco, CA |
|
|
$28.3M |
| Warren Jessica |
Los Angeles, CA |
|
|
$28M |
| WOODS WARD W JR |
|
|
|
$28M |
| WRIGHT CHRISTOPHER |
New Haven, CT |
|
|
$27.6M |
| WALLACE TIMOTHY G |
|
|
|
$27.6M |
| WILLIAMS RONALD A |
|
|
|
$27.3M |
| WEHMER EDWARD J |
Lake Forest, IL |
|
|
$27.1M |
| Whited Elizabeth F |
Omaha, NE |
|
|
$26.7M |
| Waite Patrick |
Chicago, IL |
|
|
$26.5M |
| Williamson Stephen |
Waltham, MA |
|
|
$26.3M |
| Watanabe Todd Franklin |
Westlake Village, CA |
|
|
$26.3M |
| WHALEN JAMES W |
Hooouston, TX |
|
|
$25.6M |
| Way William J |
Houston, TX |
|
|
$25.5M |
| WATSON PETER G |
Delaware, OH |
|
|
$25.5M |
| WALLMAN RICHARD F |
Morristown, NJ |
|
|
$25.5M |
| WARING SUMNER J III |
Houston, TX |
|
|
$25.4M |
| WHITEHURST JULIAN E |
|
|
|
$25.4M |
| weinstein joshua ian |
Miami, FL |
|
|
$25.3M |
| WETHERBEE ROBERT S |
New York, NY |
|
|
$25.1M |
| WIESENTHAL ROBERT S |
New York, NY |
|
|
$24.9M |
| WOLTZ H O III |
Mt Airy, NC |
|
|
$24.8M |
| WILLIAMS CLAY C |
|
|
|
$24.8M |
| Woods John F |
Stamford, CT |
|
|
$24.7M |
| Wupen Yuen |
San Jose, CA |
|
|
$24.7M |
| Wall Matthew |
Houston, TX |
|
|
$24.5M |
| Wojcicki Susan |
Mountain View, CA |
|
|
$24.4M |
| WILLIAMS FRANK J |
Arlington, VA |
|
|
$24.1M |
| WHEATLAND ADVISORS INC |
Lancaster, PA |
Q2 2020 |
|
$24.1M |
| Wilson Bill |
Purchase, NY |
|
|
$23.8M |
| Walsh Paul V Jr |
Camarillo, CA |
|
|
$23.7M |
| Wood Larry L |
Irvine, CA |
|
|
$23.7M |
| William Anderson Wittekind |
Los Angeles, CA |
|
|
$23.6M |
| Walsh Joe |
Dallas, TX |
|
|
$23.6M |
| Wyshner David B |
Greenwich, CT |
|
|
$23.5M |
| Wilson Andrew |
Redwood City, CA |
|
|
$23.2M |
| Ward Thomas J |
Kenosha, WI |
|
|
$23.2M |
| Wilson Michelle D |
Stamford, CT |
|
|
$23.1M |
| Whittemore Laurence |
Conshohocken, PA |
|
|
$22.9M |
| Wilks Johnathan Ladd |
Cisco, TX |
|
|
$22.8M |
| WALL JOHN M |
San Jose, CA |
|
|
$22.7M |
| WELLBORN CHISTOPHER |
Calhoun, GA |
|
|
$22.5M |
| WESTPHAL MARK W |
St. Louis, MO |
|
|
$22.4M |
| WANN ROBERT |
Hicksville, NY |
|
|
$22.3M |
| Whitehurst Bradford D. |
Austin, TX |
|
|
$22M |
| WILLIS J KEVIN |
Covington, KY |
|
|
$22M |
| Welsbach Acquisition Holdings LLC |
Lombard, IL |
|
|
$21.9M |
| Webster Aaron |
San Francisco, CA |
|
|
$21.8M |
| Williams Patrick |
Denver, CO |
|
|
$21.4M |
| Wilderotter Mary Agnes |
Issaquah, WA |
|
|
$21.1M |
| Ward Laysha |
Spartanburg, SC |
|
|
$21.1M |
| Wyatt John T. |
San Francisco, CA |
|
|
$21M |
| Waterman William M. |
Bedford, NY |
|
|
$20.6M |
| WOOD BRENT |
Jackson, MS |
|
|
$20.5M |
| Werdelin Henrik |
New York, NY |
|
|
$20.3M |
| Wolff Benjamin G |
Kirkland, WA |
|
|
$20.2M |
| Weir Jaspar |
New Braunfels, TX |
|
|
$20.2M |
| WINFIELD JOHN V |
Los Angeles, CA |
|
|
$19.9M |
| WINTER P CLINTON |
Parkersburg, WV |
|
|
$19.8M |
| WEINER RUSSELL J |
Ann Arbor, MI |
|
|
$19.7M |
| Woods Keith |
Boston, MA |
|
|
$19.7M |
| WEHRLE GAINES |
|
|
|
$19.5M |
| Wengel Kathryn E |
New Brunswick, NJ |
|
|
$19.5M |
| WACHTEL BONNIE K |
Washington, DC |
|
|
$19.4M |
| WAMPLER KEVIN S |
Indianapolis, IN |
|
|
$19.4M |
| Walker Chris L |
Daytona Beach, FL |
|
|
$19.4M |
| Wainer Andrea F |
Abbott Park, IL |
|
|
$19.2M |
| William Arsani |
Carlsbad, CA |
|
|
$19.2M |
| Wiley Jesse Caleb |
San Ramon, CA |
|
|
$19.2M |
| West Tony |
San Francisco, CA |
|
|
$19.2M |
| Welch Jeffrey T |
Las Vegas, NV |
|
|
$19M |
| Werner Ryan D. |
Castle Rock, CO |
|
|
$18.9M |
| Weaver Amy E |
San Francisco, CA |
|
|
$18.9M |
| Warburg Pincus & Co US, LLC |
New York, NY |
|
|
$18.9M |
| Warburg Pincus (E&P) XII LLC |
New York, NY |
|
|
$18.9M |
| Watkoske Daniel J |
Memphis, TN |
|
|
$18.8M |
| WOOD DONALD C |
North Bethesda, MD |
|
|
$18.7M |
| Westfall Nicholas Michael |
Cincinnati, OH |
|
|
$18.7M |
| WAUD REEVE B |
Chicago, IL |
|
|
$18.4M |
| WILLIAMS MARSHA C |
Chicago, IL |
|
|
$18.4M |
| Wilson Terrance Lane |
Tulsa, OK |
|
|
$18.3M |
| Watts R. Andrew |
Daytona Beach, FL |
|
|
$18.2M |
| Widmar Mark R |
Parma, OH |
|
|
$18.1M |
| WYSZOMIERSKI JACK L |
Madison, NJ |
|
|
$18M |
| Wayland Joseph F |
New York, NY |
|
|
$18M |
| Whitt Richard R III |
Glen Allen, VA |
|
|
$18M |
| WILKINS RAYFORD JR |
Dallas, TX |
|
|
$17.9M |
| Wylie Scott C |
Denver, CO |
|
|
$17.9M |
| Warlander Asset Management, LP |
New York, NY |
Q3 2019 |
|
$17.8M |
| Weitzel Harry |
Houston, TX |
|
|
$17.7M |
| WEBSTER STEVEN A |
Houston, TX |
|
|
$17.7M |
| Wang Junyuan Jerry |
New York, NY |
|
|
$17.7M |
| WADHWANI SUNIL |
Oakdale, PA |
|
|
$17.6M |
| Walton Steuart L |
Bentonville, AR |
|
|
$17.6M |
| WAGNER CHARLES F JR |
Boston, MA |
|
|
$17.6M |
| Warsh Kevin M |
Atlanta, GA |
|
|
$17.5M |
| WiL, LLC |
Palo Alto, CA |
Q3 2022 |
|
$17.5M |
| WENTWORTH TIMOTHY C |
Deerfield, IL |
|
|
$17.5M |
| Willson Brent |
San Diego, CA |
|
|
$17.5M |
| Weil Edward M Jr. |
New York, NY |
|
|
$17.3M |
| Willemsen Eugene |
Purchase, NY |
|
|
$17.3M |
| Wingo Robert R. |
Pittsburgh, PA |
|
|
$17.2M |
| Wilson Anthony L |
Atlanta, GA |
|
|
$17.2M |
| Wan Tim M |
San Francisco, CA |
|
|
$17.1M |
| Wilson Matthew R. |
Las Vegas, NV |
|
|
$17.1M |
| Watson Noel Bertram |
Needham, MA |
|
|
$17.1M |
| Whittenburg Mark G |
St. Louis, MO |
|
|
$17M |
| Wright James M. |
Houston, TX |
|
|
$16.9M |
| Wilkerson Andrew M. |
Charlotte, NC |
|
|
$16.9M |
| Witynski Michael A. |
Chesapeake, VA |
|
|
$16.7M |
| WEST FACE CAPITAL INC. |
Toronto, Ontario, Canada |
Q3 2018 |
|
$16.6M |
| Wendell Peter C |
San Mateo, CA |
Q3 2025 |
|
$16.6M |
| Welihinda Navam |
San Francisco, CA |
|
|
$16.5M |
| WILLIAMS KELLY M |
Tempe, AZ |
|
|
$16.5M |
| White Blaine Scott |
Castlewood, VA |
|
|
$16.4M |
| William H.C. Chang & Diana Shon Chang TTEE Chang Family Trust U/A DTD 10/23/2006 |
San Jose, CA |
|
|
$16.4M |
| WARREN KEVIN M |
Milwaukee, WI |
|
|
$16.4M |
| WEISS ARTHUR A |
Midland, MI |
|
|
$16.3M |
| williams craig a. |
Mclean, VA |
|
|
$16.2M |
| Whitaker Jason R |
Portland, TN |
|
|
$16.1M |
| White Christopher Eric |
Johns Creek, GA |
|
|
$16.1M |
| Worthington Scott A |
Grand Rapids, MI |
|
|
$16M |
| WHITE RANDALL W |
|
|
|
$16M |
| Wurster Richard A |
Westlake, TX |
|
|
$16M |
| Welt Philip S |
Greenwich, CT |
|
|
$16M |
| Weber Arnaud |
Oakland, CA |
|
|
$15.9M |
| WALLACE Mark ADAM |
Santa Rosa, CA |
|
|
$15.9M |
| Wells Jason P. |
San Francisco, CA |
|
|
$15.9M |
| Walker Daniel H |
Eagle, ID |
|
|
$15.9M |
| Wolk Joseph J |
New Brunswick, NJ |
|
|
$15.8M |
| Whitaker Michael |
New York, NY |
|
|
$15.7M |
| Watson David Hibbert |
Rockville, MD |
|
|
$15.6M |
| WOLFF JARED M |
Santa Monica, CA |
|
|
$15.5M |
| WHITE W BRETT |
Rosemead, CA |
|
|
$15.5M |
| WEBER ALAN J |
Lake Success, NY |
|
|
$15.3M |
| Wheeler Kevin J. |
Ashland City, TN |
|
|
$15.2M |
| Wilks Farris |
Cisco, TX |
|
|
$15.2M |
| Walcott Wanjiku Juanita |
Riverwoods, IL |
|
|
$15M |
| West W Corey |
Reno, NV |
|
|
$15M |
| Willhite John Martin |
Santa Monica, CA |
|
|
$14.9M |
| Wherley Joel L |
Cincinnati, OH |
|
|
$14.9M |
| White G Clark |
Houston, TX |
|
|
$14.9M |
| WHITE BRETT T |
|
|
|
$14.9M |
| Wilk Jonathan |
Somerset, NJ |
|
|
$14.8M |
| Warsop Thomas W III |
Elkhorn, NE |
|
|
$14.7M |
| WELLS DAVID B |
Ventura, CA |
|
|
$14.7M |
| WINDISCH MATTHEW |
Beverly Hills, CA |
|
|
$14.7M |
| WEIL A LORNE |
New York, NY |
|
|
$14.4M |
| WILD HANS PETER |
Zug, Switzerland |
|
|
$14.3M |
| Williams Duston |
San Jose, CA |
|
|
$14.1M |
| WAYNE DONALD |
Houston, TX |
|
|
$14.1M |
| Waters Kathleen Alyce |
Denver, CO |
|
|
$14M |
| White Dale A. |
New York, NY |
|
|
$14M |
| Wilson Brian K |
San Mateo, CA |
|
|
$14M |
| WHISLER J STEVEN |
Lake Forest, IL |
|
|
$13.9M |
| Woodstead Value Fund LP |
Teaneck, NJ |
|
|
$13.8M |
| Wine Joel M |
Honolulu, HI |
|
|
$13.8M |
| WHITMAN ROBERT A |
Dallas, TX |
|
|
$13.8M |
| WEYERS ROBERT J |
Green Bay, WI |
|
|
$13.7M |
| Wasson John |
Reston, VA |
|
|
$13.6M |
| Willett Robert |
Natick, MA |
|
|
$13.6M |
| Williams Glenn J. |
Duluth, GA |
|
|
$13.6M |
| Wagner William Raymond |
Lanham, MD |
|
|
$13.4M |
| Whalen Amanda |
Boston, MA |
|
|
$13.3M |
| WHITE TERESA L |
Columbus, GA |
|
|
$13.3M |
| Woerner John Robert |
Minneapolis, MN |
|
|
$13.3M |
| Weiner Maurice A |
Coconut Grove, FL |
|
|
$13.2M |
| Wyatt Christopher F. |
Nashville, TN |
|
|
$13.2M |
| WIDDICOMBE RICHARD A |
Fort Lauderdale, FL |
|
|
$13.2M |
| Wilson Howard |
San Francisco, CA |
|
|
$13.2M |
| Wright MaryAnn |
Louisville, CO |
|
|
$13.1M |
| Wang Michael Xue |
Los Angeles, CA |
|
|
$13M |
| Wadhwani David |
San Jose, CA |
|
|
$13M |
| WRIGHTON MARK S |
Boston, MA |
|
|
$13M |
| Wu Eric Chung-Wei |
San Francisco, CA |
|
|
$13M |
| Wiechmann Andrew C. |
New York, NY |
|
|
$13M |
| Weitz Andy |
Chicago, IL |
|
|
$12.9M |
| Wilson Donald R. Jr. |
Chicago, IL |
|
|
$12.9M |
| Wadsten Marcia Lynn |
Lansing, MI |
|
|
$12.9M |
| WANG PETER |
|
|
|
$12.9M |
| Wiedman Mark |
New York, NY |
|
|
$12.6M |
| Whittington Melinda D |
Northfield, IL |
|
|
$12.6M |
| WOOLVERTON SEAN C |
Houston, TX |
|
|
$12.6M |
| White Steven Matthew |
Tempe, AZ |
|
|
$12.6M |
| Weber Steven P. |
Bozeman, MT |
|
|
$12.4M |
| Williams Kim |
Seattle, WA |
|
|
$12.4M |
| WDE PWS Aggregate, LLC |
Houston, TX |
|
|
$12.3M |
| WALFISH MARC JAY |
Wood Dale, IL |
|
|
$12.3M |
| WRIGHT TIMOTHY R |
Raleigh, NC |
|
|
$12.3M |
| Weber Brian P |
Walpole, MA |
|
|
$12.3M |
| Wallace Peter C |
Dayton, OH |
|
|
$12.2M |
| Wahlstrom Cathinka E |
Las Vegas, NV |
|
|
$12.2M |
| Welsh Timothy A |
Minneapolis, MN |
|
|
$12.2M |
| Wooters Rebecca |
Akron, OH |
|
|
$12.2M |
| Windeatt Sean A |
499 Park Avennue, NY |
|
|
$12.1M |
| Whitaker Charles N. |
Richmond, VA |
|
|
$12M |
| Walsh Richard Joe |
San Antonio, TX |
|
|
$12M |
| WOELFER W. TODD |
Elkhart, IN |
|
|
$12M |
| Wesson Daniel N |
Midland, TX |
|
|
$12M |
| Woram Brian J |
Kansas City, MO |
|
|
$12M |
| Walsh Jeff Alexander |
Foothill Ranch, CA |
|
|
$11.9M |
| Westerhold Mary |
Edwardsville, IL |
|
|
$11.9M |
| Waterhouse Kevin C |
Jericho, NY |
|
|
$11.8M |
| WILD GEOFFREY |
Beverly, MA |
|
|
$11.8M |
| Wenger E Philip |
Lancaster, PA |
|
|
$11.8M |
| WELLINGTON SAMANTHA |
San Jose, CA |
|
|
$11.7M |
| Wiener Adam |
New York, NY |
|
|
$11.6M |
| WISE SETH M |
Fort Lauderdale, FL |
|
|
$11.6M |
| WOYS JAMES |
Woodland Hills, CA |
|
|
$11.6M |
| Wyatt William Z |
Santa Monica, CA |
|
|
$11.6M |
| WADORS PATRICIA L |
Santa Clara, CA |
|
|
$11.6M |
| Workers United Canada Council |
Mississauga, Ontario, Canada |
|
|
$11.5M |
| WITHROW EDWARD W III |
Los Angeles, CA |
|
|
$11.4M |
| WADDELL FREDERICK H |
Chicago, IL |
|
|
$11.4M |
| Waltz William E Jr. |
Harvey, IL |
|
|
$11.4M |
| WEIDEMEYER THOMAS H |
|
|
|
$11.4M |
| Watson Michael J. |
Houston, TX |
|
|
$11.4M |
| WALKER JOHN H |
Chicago, IL |
|
|
$11.3M |
| Ward Sean Jason |
New York, NY |
|
|
$11.3M |
| Wolfsen Natalie Grace |
Concord, CA |
|
|
$11.3M |
| White George Burton |
Boston, MA |
|
|
$11.2M |
| WEITZMAN DEBORAH |
Oak Brook, IL |
|
|
$11.2M |
| WOBENSMITH JOHN C |
New York, NY |
|
|
$11.2M |
| West Brian |
New York, NY |
|
|
$11.2M |
| Wise John Drayton |
Bridgewater, NJ |
|
|
$11.2M |
| Westhoven Stephen D |
Wall, NJ |
|
|
$11.1M |
| Wong Chun Yu |
Mountain View, CA |
|
|
$11.1M |
| Wernikoff Daniel A |
Mountain View, CA |
|
|
$11.1M |
| WHEELER CARRIE |
Chesapeake, VA |
|
|
$11.1M |
| WILLIAMS DAVID PATRICK |
|
|
|
$11M |
| Wilson, Kemp & Associates, Inc. |
Birmingham, MI |
Q3 2014 |
|
$11M |
| Winklevoss Capital Fund, LLC |
Wilimngton, DE |
|
|
$11M |
| Westphal Christoph H |
Cambridge, MA |
|
|
$10.9M |
| WELLS SCOTT |
San Antonio, TX |
|
|
$10.8M |
| Whitney Mary Anne |
The Woodlands, TX |
|
|
$10.8M |
| Waterman Michael |
Buffalo, NY |
|
|
$10.8M |
| Walsh John L |
King Of Prussia, PA |
|
|
$10.6M |
| WOO CAROLYN Y |
Merrillville, IN |
|
|
$10.6M |
| Wahlstrom Mats |
Golden, CO |
|
|
$10.6M |
| Williams Michael S |
Canton, OH |
|
|
$10.6M |
| Wright Gregory S |
San Francisco, CA |
|
|
$10.5M |
| Witherow Brian C |
Sandusky, OH |
|
|
$10.5M |
| Wechter Sara |
New York, NY |
|
|
$10.4M |
| Wilks Matthew |
Cisco, TX |
|
|
$10.4M |
| WISEMAN ERIC C |
Greensboro, NC |
|
|
$10.4M |
| WILSON KARA |
San Mateo, CA |
|
|
$10.4M |
| Weinzierl John A |
Houston, TX |
|
|
$10.4M |
| WALT DAVID R |
San Diego, CA |
|
|
$10.4M |
| WIJNBERG SANDRA S |
Baltimore, MD |
|
|
$10.4M |
| WATERMAN ROBERT A |
Nashville, TN |
|
|
$10.3M |
| Wirth Michael K |
Houston, TX |
|
|
$10.3M |
| Wiesner Juan R |
Oxnard, CA |
|
|
$10.3M |
| Wahl Brent |
Houston, TX |
|
|
$10.3M |
| Will Aviva O. |
New York, NY |
|
|
$10.3M |
| WALKER KELLYE L. |
Moline, IL |
|
|
$10.2M |
| WATSON MAX P |
Houston, TX |
|
|
$10.2M |
| WOMACK CHRISTOPHER C |
|
|
|
$10.1M |
| WAGENHALS FRED W |
Scottsdale, AZ |
|
|
$10.1M |
| Wanger Guy |
Redwood City, CA |
|
|
$9.99M |
| Ward David D. |
Monroe, LA |
|
|
$9.84M |
| WESTBROOK KELVIN R |
St. Louis, MO |
|
|
$9.84M |
| WOOD JASON ALLEN |
Lakewood Ranch, FL |
|
|
$9.77M |
| Waldron Thomas E. |
Greensboro, NC |
|
|
$9.75M |
| Weatherholt Scott C |
Tulsa, OK |
|
|
$9.74M |
| Wisnewski Nancy |
Loveland, CO |
|
|
$9.73M |
| WILLSEY LANCE |
San Francisco, CA |
|
|
$9.7M |
| Wenzel Brian J. Sr. |
Stamford, CT |
|
|
$9.68M |
| Whittemore Ellen F |
Las Vegas, NV |
|
|
$9.62M |
| Wetherbee Margaret B. |
Jacksonville, FL |
|
|
$9.49M |
| WINKLER JASON J |
Chicago, IL |
|
|
$9.47M |
| Wood Jeffrey P. |
Houston, TX |
|
|
$9.47M |
| Wendel Christopher |
San Francisco, CA |
|
|
$9.46M |
| Ward Mason |
Bainbridge Island, WA |
|
|
$9.45M |
| WEHLITZ GEORGE |
City Of Industry, CA |
|
|
$9.45M |
| Wacksman Jeremy |
Seattle, WA |
|
|
$9.43M |
| Windley Rodney D |
Melville, NY |
|
|
$9.33M |
| Wright Laura |
Dallas, TX |
|
|
$9.31M |
| Williams Wayne D |
Spring Branch, TX |
|
|
$9.25M |
| WILKINS III JAMES R |
Strasburg, VA |
|
|
$9.25M |
| WILSON TROY EDWARD |
San Diego, CA |
|
|
$9.22M |
| Weddell Steven M |
Greenwich, CT |
|
|
$9.21M |
| Woodall James W. |
Jacksonville, FL |
|
|
$9.16M |
| Wagner Donald |
New York, NY |
|
|
$9.1M |
| Wells David K. |
Cleveland, OH |
|
|
$9.04M |
| Weiss Aaron |
Southfield, MI |
|
|
$9.03M |
| WEBER MARK |
Oak Brook, IL |
|
|
$9.03M |
| WOLFINGER F MARK |
Spartanburg, SC |
|
|
$9.01M |
| WEIL RICHARD M |
Denver, CO |
|
|
$9M |
| Waters Martin P |
New York, NY |
|
|
$9M |
| Watson Kyle Audrey |
Lake Worth, FL |
|
|
$8.99M |
| Wai Conrad |
Franklin, TN |
|
|
$8.99M |
| Williams Donald R. |
Duluth, GA |
|
|
$8.98M |
| Walker Stephen C |
New York, NY |
|
|
$8.97M |
| WOLD OLSEN PER |
Foster City, CA |
|
|
$8.94M |
| Wickens Bradley James |
Chipping Norton, Oxfordshire, United Kingdom |
|
|
$8.89M |
| Wang Jian |
Fremont, CA |
|
|
$8.86M |
| West Nadja |
Charlotte, NC |
|
|
$8.86M |
| WESTERLUND DAVID A |
Broomfield, CO |
|
|
$8.85M |
| WOODS DENNIS R |
Fresno, CA |
|
|
$8.83M |
| Werneck Melissa |
Pittsburgh, PA |
|
|
$8.83M |
| WHALEN CHAD MICHAEL |
Seattle, WA |
|
|
$8.8M |
| White Andrea Lynn |
Glen Allen, VA |
|
|
$8.77M |
| WEBSTER WILLIAM M IV |
Chicago, IL |
|
|
$8.7M |
| Waldron John F. |
Charlotte, NC |
|
|
$8.7M |
| Works James David Jr |
Little Rock, AR |
|
|
$8.69M |
| Whittle John |
Sunnyvale, CA |
|
|
$8.67M |
| WOERTZ PATRICIA A |
Cincinnati, OH |
|
|
$8.62M |
| Workman John L |
Birmingham, AL |
|
|
$8.51M |
| Weinstein Donald |
Roseland, NJ |
|
|
$8.49M |
| Way T Lawrence |
Wyomissing, PA |
|
|
$8.45M |
| Wang Cheng-Wei |
New Taipei City, Taiwan, Province of China |
|
|
$8.42M |
| WOOD ROBERT L |
Midland, MI |
|
|
$8.41M |
| Wilm Renee L |
Englewood, CO |
|
|
$8.4M |
| Walsh Robert B |
New York, NY |
|
|
$8.36M |
| WIEHOFF JOHN |
|
|
|
$8.3M |
| Wyll Adam |
San Diego, CA |
|
|
$8.3M |
| Worman Douglas |
Chicago, IL |
|
|
$8.29M |
| Webb Andrea |
Austin, TX |
|
|
$8.28M |
| WIRTH PETER |
Boston, MA |
|
|
$8.25M |
| Winn Walter Timothy |
Grapevine, TX |
|
|
$8.24M |
| WSIP Egypt Holdings, LP |
New York, NY |
|
|
$8.24M |
| WAYCASTER C MITCHELL |
Belden, MS |
|
|
$8.2M |
| WILLIAMS KEVIN D |
Monett, MO |
|
|
$8.18M |
| Weinbach Michael S |
Coppell, TX |
|
|
$8.1M |
| WALCHIRK MARK S |
St. Paul, MN |
|
|
$8.09M |
| WHITE MICHAEL D |
Purchase, NY |
|
|
$8.02M |
| WILLIAMSON JAMES ALLAN |
Warren, NJ |
|
|
$8.02M |