| WADDELL & ASSOCIATES, LLC |
Memphis, Tennessee |
Q2 2024 |
138 |
$760M |
| WADDELL & REED FINANCIAL INC |
Overland Park, Kansas |
Q1 2021 |
474 |
$48.6B |
| Wade Financial Advisory, Inc |
Campbell, California |
Q2 2024 |
81 |
$278M |
| WADE G W & INC |
Wellesley, Massachusetts |
Q4 2023 |
417 |
$3.08B |
| W ADVISORS, LLC |
Germantown, Tennessee |
Q2 2024 |
112 |
$152M |
| WAFRA INC. |
New York, New York |
Q2 2024 |
2 |
$238M |
| Wagner Wealth Management, LLC |
Greenville, South Carolina |
Q2 2024 |
260 |
$334M |
| Wahed Invest LLC |
New York, New York |
Q2 2024 |
235 |
$492M |
| Wakefield Asset Management LLLP |
Englewood, Colorado |
Q2 2024 |
142 |
$286M |
| WALDEN WEALTH PARTNERS LLC |
Beachwood, Ohio |
Q2 2024 |
87 |
$179M |
| Waldron Private Wealth LLC |
Bridgeville, Pennsylvania |
Q2 2024 |
418 |
$2.24B |
| Walgreens Boots Alliance, Inc. |
Deerfield, Illinois |
Q2 2024 |
2 |
$5.9B |
| Walker Asset Management, LLC |
Verona, Missouri |
Q2 2024 |
135 |
$149M |
| Walker Financial Services, Inc. |
Bowling Green, Kentucky |
Q2 2024 |
26 |
$128M |
| Walkner Condon Financial Advisors LLC |
Madison, Wisconsin |
Q2 2024 |
255 |
$463M |
| Wallace Advisory Group, LLC |
Lafayette, California |
Q2 2024 |
178 |
$139M |
| Wallace Capital Management Inc. |
Dallas, Texas |
Q2 2024 |
79 |
$690M |
| Wallace Hart LLC |
Lexington, Kentucky |
Q2 2024 |
29 |
$129M |
| Wall Capital Group, Inc. |
Phoenix, Arizona |
Q4 2023 |
23 |
$88.2M |
| WALLED LAKE PLANNING & WEALTH MANAGEMENT, LLC |
Winnetka, Illinois |
Q2 2024 |
124 |
$245M |
| WALLER FINANCIAL PLANNING GROUP, INC |
Columbus, Ohio |
Q2 2024 |
69 |
$372M |
| Walleye Capital LLC |
New York, New York |
Q2 2024 |
2612 |
$9.52B |
| Walleye Trading LLC |
New York, New York |
Q2 2024 |
1449 |
$5.08B |
| Wallington Asset Management, LLC |
Indianapolis, Indiana |
Q2 2024 |
87 |
$654M |
| WALL STREET ASSOCIATES |
Lajolla, California |
Q4 2016 |
202 |
$151M |
| Wall Street Financial Group, Inc. |
Carlinville, Illinois |
Q2 2024 |
27 |
$58.8M |
| Walnut Level Capital LLC |
Denver, Colorado |
Q2 2024 |
34 |
$147M |
| WALNUT PRIVATE EQUITY PARTNERS, LLC |
Omaha, Nebraska |
Q2 2024 |
15 |
$158M |
| WALTER & KEENAN WEALTH MANAGEMENT LLC /IN/ /ADV |
Souh Bend, Indiana |
Q2 2024 |
146 |
$314M |
| Walter Public Investments Inc. |
Westmount, Canada (Federal Level) |
Q2 2024 |
42 |
$523M |
| Walthausen & Co., LLC |
Malta, New York |
Q3 2022 |
95 |
$120M |
| Wambolt & Associates, LLC |
Littleton, Colorado |
Q2 2024 |
203 |
$344M |
| Waratah Capital Advisors Ltd. |
Toronto, Ontario, Canada |
Q2 2024 |
78 |
$1.64B |
| Warberg Asset Management LLC |
Winnetka, Illinois |
Q2 2024 |
187 |
$376M |
| WARBURG PINCUS & CO. |
NY, New York |
Q3 2015 |
12 |
$7.95B |
| WARBURG PINCUS LLC |
New York, New York |
Q2 2024 |
7 |
$1.75B |
| Ward Ferry Management (BVI) Ltd |
Road Town, Tortola, Virgin Islands, British |
Q2 2024 |
7 |
$742M |
| Warlander Asset Management, LP |
New York, New York |
Q3 2019 |
1 |
$17.8M |
| WARNER FINANCIAL, INC |
Bethesda, Maryland |
Q2 2024 |
111 |
$205M |
| Warren Street Wealth Advisors, LLC |
Newport Beach, California |
Q2 2024 |
96 |
$201M |
| Warther Private Wealth, LLC |
Akron, Ohio |
Q2 2024 |
84 |
$255M |
| Warwick Investment Management, Inc. |
Bryan, Texas |
Q2 2024 |
109 |
$427M |
| WASATCH ADVISORS LP |
Salt Lake City, Utah |
Q2 2024 |
237 |
$18.7B |
| WASHBURN CAPITAL MANAGEMENT, INC. |
Vero Beach, Florida |
Q2 2024 |
36 |
$140M |
| WASHINGTON CAPITAL MANAGEMENT, INC |
Seattle, Washington |
Q2 2024 |
104 |
$118M |
| Washington Harbour Partners LP |
Arlington, Virginia |
Q2 2024 |
21 |
$57.3M |
| WASHINGTON STATE INVESTMENT BOARD |
Olympia, Washington |
Q2 2024 |
2 |
$959M |
| Washington Trust Advisors, Inc. |
Wellesley, Massachusetts |
Q2 2024 |
659 |
$1.09B |
| WASHINGTON TRUST BANK |
Spokane, Washington |
Q2 2024 |
204 |
$1.01B |
| WASHINGTON TRUST Co |
Westerly, Rhode Island |
Q2 2024 |
868 |
$2.73B |
| WASHINGTON UNIVERSITY |
St Louis, Missouri |
Q2 2024 |
3 |
$220M |
| Wasserstein Debt Opportunities Management, L.P. |
New York, New York |
Q2 2024 |
1 |
$111M |
| Watchman Group, Inc. |
Plano, Texas |
Q2 2024 |
79 |
$313M |
| Watchtower Advisors, LP |
Old Greenwich, Connecticut |
Q2 2024 |
11 |
$155M |
| Water Asset Management LLC |
New York, New York |
Q4 2019 |
17 |
$43.6M |
| Waterfall Asset Management, LLC |
New York, New York |
Q2 2024 |
5 |
$116M |
| Waterford Advisors, LLC |
Orchard Park, New York |
Q2 2024 |
54 |
$239M |
| Waterfront Capital Partners, LLC |
New York, New York |
Q2 2024 |
29 |
$779M |
| Waterfront Wealth Inc. |
Overland Park, Kansas |
Q2 2024 |
245 |
$369M |
| WATER ISLAND CAPITAL LLC |
New York, New York |
Q2 2024 |
64 |
$942M |
| Waterloo Capital, L.P. |
Austin, Texas |
Q2 2024 |
347 |
$833M |
| Watermark Asset Management, Inc. |
San Ramon, California |
Q4 2018 |
267 |
$216M |
| Water Oak Advisors LLC |
Winter Park, Florida |
Q3 2020 |
17 |
$155M |
| Watershed Asset Management, L.L.C. |
San Francisco, California |
Q4 2023 |
116 |
$85.7M |
| WATERSHED PRIVATE WEALTH LLC |
Oak Brook, Illinois |
Q2 2024 |
118 |
$235M |
| WATERS PARKERSON & CO., LLC |
New Orleans, Louisiana |
Q2 2024 |
178 |
$1.88B |
| Waterstone Capital Management, L.P. |
St. Louis Park, Minnesota |
Q4 2019 |
8 |
$98.6M |
| Waterway Wealth Management, LLC |
The Woodlands, Texas |
Q2 2024 |
60 |
$204M |
| Watson Rebecca |
Hanover, New Hampshire |
Q3 2020 |
81 |
$170M |
| Watts Gwilliam & Co., LLC |
Gilbert, Arizona |
Q1 2024 |
174 |
$324M |
| Wavelength Asset Management LLC |
New York, New York |
Q3 2015 |
11 |
$30.3M |
| Wavelength Capital Management, LLC |
Westport, Connecticut |
Q3 2023 |
15 |
$85.9M |
| Waverly Advisors, LLC |
Birmingham, Alabama |
Q2 2024 |
802 |
$5.1B |
| Waverton Investment Management Ltd |
London, United Kingdom |
Q2 2024 |
94 |
$5.31B |
| Waycross Investment Management Co |
Bellingham, Washington |
Q2 2024 |
51 |
$104M |
| WAYCROSS PARTNERS, LLC |
Louisville, Kentucky |
Q2 2024 |
71 |
$652M |
| Wayfinding Financial, LLC |
Lynnwood, Washington |
Q2 2024 |
126 |
$178M |
| Waypoint Capital Advisors, LLC |
Minneapolis, Minnesota |
Q2 2024 |
121 |
$400M |
| waypoint wealth counsel |
Atlanta, Georgia |
Q2 2024 |
89 |
$131M |
| Waypoint Wealth Partners Inc. |
Mill Valley, California |
Q2 2024 |
64 |
$342M |
| Wayzata Investment Partners LLC |
Wayzata, Minnesota |
Q3 2018 |
2 |
$70.8M |
| WBH ADVISORY INC |
Baltimore, Maryland |
Q2 2024 |
310 |
$988M |
| WBI INVESTMENTS, LLC |
Red Bank, New Jersey |
Q2 2024 |
164 |
$413M |
| WCG Wealth Advisors LLC |
Las Vegas, Nevada |
Q2 2024 |
275 |
$1.35B |
| WCM INVESTMENT MANAGEMENT, LLC |
Laguna Beach, California |
Q2 2024 |
267 |
$42.3B |
| WC Walker & Associates, Inc. |
Fullerton, California |
Q4 2022 |
70 |
$184M |
| WD RUTHERFORD LLC |
Portland, Oregon |
Q2 2024 |
97 |
$199M |
| WEALTH ADVISORS, INC. |
Rancho Santa Fe, California |
Q3 2023 |
67 |
$223M |
| Wealth Advisors of Iowa, LLC |
West Des Moines, Iowa |
Q2 2024 |
52 |
$106M |
| Wealth Advisors of Tampa Bay, LLC |
Tampa, Florida |
Q2 2024 |
81 |
$214M |
| Wealth Advisory Solutions, LLC |
IndIIanapolis, Indiana |
Q2 2024 |
124 |
$369M |
| Wealth Alliance |
Mellville, New York |
Q2 2024 |
511 |
$774M |
| Wealth Alliance Advisory Group, LLC |
Wichita, Kansas |
Q2 2024 |
192 |
$444M |
| Wealth Architects, LLC |
Mountain View, California |
Q2 2024 |
210 |
$819M |
| WealthBridge Capital Management, LLC |
Westerville, Ohio |
Q2 2024 |
186 |
$302M |
| WealthBridge Investment Counsel Inc. |
Calgary, Alberta, Canada |
Q2 2024 |
44 |
$261M |
| Wealthcare Advisory Partners LLC |
West Chester, Pennsylvania |
Q2 2024 |
821 |
$3.2B |
| WEALTHCARE CAPITAL MANAGEMENT LLC |
Richmond, Virginia |
Q2 2024 |
84 |
$942M |
| WealthCare Investment Partners, LLC |
Portsmouth, Rhode Island |
Q2 2024 |
136 |
$215M |
| Wealth CMT |
Cherry Hill, New Jersey |
Q2 2023 |
10 |
$66.2M |
| WealthCollab, LLC |
Bellevue, Washington |
Q2 2024 |
1027 |
$140M |
| Wealth Dimensions Group, Ltd. |
Cincinnati, Ohio |
Q2 2024 |
140 |
$351M |
| WEALTH EFFECTS LLC |
Boston, Massachusetts |
Q2 2024 |
209 |
$276M |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC |
Plymouth, Minnesota |
Q2 2024 |
2490 |
$42.1B |
| Wealth Enhancement & Preservation of GA, LLC |
Alpharetta, Georgia |
Q2 2023 |
48 |
$104M |
| Wealth Forward, LLC |
Fargo, North Dakota |
Q2 2024 |
32 |
$128M |
| Wealthfront Advisers LLC |
Palo Alto, California |
Q2 2024 |
871 |
$29.7B |
| WEALTHGARDEN F.S. LLC |
El Segundo, California |
Q2 2024 |
113 |
$94.9M |
| Wealthgate Family Office, LLC |
Boulder, Colorado |
Q2 2024 |
24 |
$40.6M |
| Wealth Group Ltd |
Eden Prairie, Minnesota |
Q2 2024 |
61 |
$331M |
| Wealth Group, Ltd. |
Raleigh, North Carolina |
Q2 2024 |
147 |
$139M |
| Wealth Management Partners, LLC |
Tucson, Arizona |
Q2 2024 |
107 |
$206M |
| WEALTH MANAGEMENT RESOURCES, INC. |
Smithfield, Rhode Island |
Q2 2024 |
33 |
$233M |
| Wealth Management Solutions, LLC |
Exton, Pennsylvania |
Q3 2023 |
82 |
$146M |
| WealthNavi Inc. |
Shibuya Ku, Tokyo, Japan |
Q2 2024 |
10 |
$7.88B |
| WealthOne, LLC |
Albany, New York |
Q3 2023 |
85 |
$248M |
| Wealth & Pension Services Group, Inc. |
Atlanta, Georgia |
Q3 2019 |
121 |
$138M |
| WealthPlan Investment Management, LLC |
Omaha, Nebraska |
Q2 2024 |
184 |
$661M |
| WealthPLAN Partners, LLC |
Omaha, Nebraska |
Q2 2024 |
297 |
$931M |
| Wealth Quarterback LLC |
Toms River, New Jersey |
Q2 2024 |
124 |
$176M |
| Wealthquest Corp |
Cincinnati, Ohio |
Q2 2024 |
122 |
$769M |
| WealthShield Partners, LLC |
Cary, North Carolina |
Q2 2024 |
466 |
$656M |
| Wealthsimple Inc. |
Toronto, Ontario, Canada |
Q3 2022 |
38 |
$2.68B |
| Wealthsimple US, Ltd. |
Brooklyn, New York |
Q1 2021 |
23 |
$169M |
| WEALTHSOURCE PARTNERS, LLC |
San Luis Obispo, California |
Q4 2023 |
500 |
$1.54B |
| WEALTHSPAN PARTNERS, LLC |
Davenport, Iowa |
Q2 2024 |
103 |
$181M |
| Wealthspire Advisors, LLC |
New York, New York |
Q2 2024 |
663 |
$7.81B |
| Wealthspire Advisors, L.P. |
Potomac, Maryland |
Q3 2020 |
482 |
$2.83B |
| Wealthspring Capital LLC |
West Harrison, New York |
Q2 2024 |
67 |
$86M |
| Wealthstar Advisors, LLC |
Plano, Texas |
Q2 2024 |
28 |
$123M |
| WealthStone, Inc. |
Columbus, Ohio |
Q1 2021 |
276 |
$287M |
| Wealthstream Advisors, Inc. |
New York, New York |
Q2 2024 |
148 |
$273M |
| Wealthstreet Investment Advisors, LLC |
Dallas, Texas |
Q1 2022 |
71 |
$3.71M |
| WealthTrust-Arizona, LLC |
Scottsdale, Arizona |
Q4 2018 |
654 |
$172M |
| WealthTrust Asset Management, LLC |
Destin, Florida |
Q2 2024 |
88 |
$137M |
| WealthTrust Axiom LLC |
Wayne, Pennsylvania |
Q2 2024 |
256 |
$302M |
| WealthTrust Fairport, LLC |
Cleveland, Ohio |
Q1 2019 |
422 |
$1.06B |
| WEALTHY FOUNTAIN HOLDINGS INC |
Shanghai, China |
Q2 2018 |
1 |
$5.64M |
| Weather Gauge Advisory, LLC |
Williamsburg, Virginia |
Q3 2021 |
69 |
$76.7M |
| WEATHERLY ASSET MANAGEMENT L. P. |
Del Mar, California |
Q2 2024 |
169 |
$1.09B |
| Weatherstone Capital Management |
Denver, Colorado |
Q1 2019 |
84 |
$94.5M |
| Weaver Capital Management LLC |
Suwanee, Georgia |
Q2 2024 |
171 |
$311M |
| Weaver C. Barksdale & Associates, Inc. |
Nashville, Tennessee |
Q2 2024 |
62 |
$105M |
| Weaver Consulting Group |
Huntington Beach, California |
Q2 2024 |
205 |
$287M |
| WEBER ALAN W |
Armonk, New York |
Q4 2020 |
80 |
$334M |
| Webs Creek Capital Management LP |
Dallas, Texas |
Q2 2024 |
14 |
$295M |
| WEBSTER BANK, N. A. |
Waterbury, Connecticut |
Q2 2024 |
612 |
$912M |
| WEBSTERROGERS FINANCIAL ADVISORS, LLC |
Florence, South Carolina |
Q2 2024 |
68 |
$281M |
| Wechter Feldman Wealth Management, Inc. |
Parsippany, New Jersey |
Q2 2021 |
23 |
$143M |
| WEDBUSH SECURITIES INC |
Los Angeles, California |
Q2 2024 |
1195 |
$2.8B |
| WEDGE CAPITAL MANAGEMENT L L P/NC |
Charlotte, North Carolina |
Q2 2024 |
481 |
$5.64B |
| WEDGEWOOD INVESTORS INC /PA/ |
Erie, Pennsylvania |
Q2 2024 |
96 |
$84.2M |
| WEDGEWOOD PARTNERS INC |
St Louis, Missouri |
Q2 2024 |
19 |
$467M |
| Wedmont Private Capital |
West Chester, Pennsylvania |
Q2 2024 |
642 |
$1.57B |
| WEIK CAPITAL MANAGEMENT |
Wyomissing, Pennsylvania |
Q2 2024 |
93 |
$234M |
| Weil Company, Inc. |
San Diego, California |
Q2 2024 |
145 |
$274M |
| Weiss Asset Management LP |
Boston, Massachusetts |
Q2 2024 |
254 |
$2.08B |
| Weitzel Financial Services, Inc. |
Dubuque, Iowa |
Q2 2024 |
42 |
$200M |
| WEITZ INVESTMENT MANAGEMENT, INC. |
Omaha, Nebraska |
Q2 2024 |
53 |
$1.91B |
| Wela Strategies, Inc. |
Atlanta, Georgia |
Q2 2024 |
50 |
$215M |
| WELCH CAPITAL PARTNERS LLC/NY |
Harrison, New York |
Q2 2024 |
22 |
$422M |
| WELCH & FORBES LLC |
Boston, Massachusetts |
Q2 2024 |
366 |
$7.49B |
| Welch Group, LLC |
Birmingham, Alabama |
Q2 2024 |
267 |
$2.08B |
| Welch Investments, LLC |
Birmingham, Alabama |
Q4 2017 |
54 |
$157M |
| WELLCOME TRUST LTD (THE) as trustee of the WELLCOME TRUST |
London, United Kingdom |
Q2 2024 |
23 |
$7.82B |
| Well Done, LLC |
Holland, Michigan |
Q2 2024 |
179 |
$481M |
| Wellesley Asset Management |
Portsmouth, New Hampshire |
Q2 2024 |
|
$944M |
| Wellesley Investment Partners, LLC |
Wellesley, Massachusetts |
Q3 2020 |
103 |
$293M |
| WELLINGTON MANAGEMENT GROUP LLP |
Boston, Massachusetts |
Q2 2024 |
1866 |
$560B |
| Wellington Shields Capital Management, LLC |
New York, New York |
Q2 2024 |
307 |
$549M |
| Wellington Shields & Co., LLC |
New York, New York |
Q2 2024 |
304 |
$307M |
| Wellington Wealth Strategies, LLC. |
Indianapolis, Indiana |
Q2 2024 |
48 |
$22.7M |
| WELLS FARGO & COMPANY/MN |
San Francisco, California |
Q2 2024 |
6329 |
$388B |
| Wells Financial Advisors INC |
Framingham, Massachusetts |
Q2 2024 |
82 |
$152M |
| Wellspring Financial Advisors, LLC |
Cleveland, Ohio |
Q2 2024 |
151 |
$568M |
| Wells Trecaso Financial Group, LLC |
Akron, Ohio |
Q2 2024 |
89 |
$289M |
| WENDELL DAVID ASSOCIATES INC |
Portsmouth, New Hampshire |
Q2 2024 |
159 |
$981M |
| Werba Rubin Papier Wealth Management |
San Jose, California |
Q2 2024 |
168 |
$362M |
| Werlinich Asset Management, LLC |
Stamford, Connecticut |
Q2 2024 |
59 |
$161M |
| WESBANCO BANK INC |
Wheeling, West Virginia |
Q2 2024 |
578 |
$2.68B |
| WESCAP Management Group, Inc. |
Glendale, California |
Q2 2024 |
95 |
$353M |
| Wescott Financial Advisory Group, LLC |
Philadelphia, Pennsylvania |
Q2 2024 |
164 |
$861M |
| Wesleyan Assurance Society |
Birmingham, United Kingdom |
Q2 2024 |
104 |
$1.15B |
| WESPAC Advisors, LLC |
Orinda, California |
Q2 2024 |
142 |
$128M |
| WESPAC Advisors SoCal, LLC |
Pasadena, California |
Q2 2024 |
88 |
$398M |
| WEST BANCORPORATION INC |
West Des Moines, Iowa |
Q2 2024 |
93 |
$135M |
| Westbourne Investment Advisors, Inc. |
Annapolis, Maryland |
Q2 2024 |
85 |
$276M |
| West Branch Capital LLC |
Amherst, Massachusetts |
Q2 2024 |
429 |
$269M |
| WestBridge Capital Management, LLC |
Trianon, Mauritius |
Q2 2024 |
1 |
$173M |
| WEST CHESTER CAPITAL ADVISORS, INC |
Johnstown, Pennsylvania |
Q3 2023 |
43 |
$54.1M |
| Westchester Capital Management, Inc. |
Omaha, Nebraska |
Q2 2024 |
41 |
$396M |
| Westchester Capital Management, LLC |
Valhalla, New York |
Q2 2024 |
213 |
$2.34B |
| WEST COAST ASSET MANAGEMENT INC |
Montecito, California |
Q3 2014 |
33 |
$53.6M |
| West Coast Financial LLC |
Santa Barbara, California |
Q2 2024 |
166 |
$844M |
| WestEnd Advisors, LLC |
Charlotte, North Carolina |
Q2 2024 |
364 |
$3.87B |
| Westend Capital Management, LLC |
Sausalito, California |
Q2 2024 |
229 |
$285M |
| WESTERLY CAPITAL MANAGEMENT, LLC |
San Francisco, California |
Q2 2024 |
40 |
$184M |
| Western Asset Management Company, LLC |
Pasadena, California |
Q2 2024 |
9 |
$81.3M |
| WESTERN FINANCIAL Corp |
San Diego, California |
Q3 2022 |
93 |
$143M |
| Western Financial Corp/CA |
San Diego, California |
Q2 2024 |
116 |
$166M |
| Western Pacific Wealth Management, LP |
Lake Forest, Illinois |
Q2 2024 |
229 |
$132M |
| Western Standard LLC |
Los Angeles, California |
Q2 2024 |
22 |
$96.6M |
| Western Wealth Management, LLC |
Golden, Colorado |
Q2 2024 |
650 |
$1.35B |
| WEST FACE CAPITAL INC. |
Toronto, Ontario, Canada |
Q3 2018 |
1 |
$16.6M |
| West Family Investments, Inc. |
Carlsbad, California |
Q2 2024 |
252 |
$322M |
| WESTFIELD CAPITAL MANAGEMENT CO LP |
Boston, Massachusetts |
Q2 2024 |
248 |
$20.4B |
| West Financial Advisors, LLC |
Des Moines, Iowa |
Q2 2024 |
159 |
$482M |
| Westhampton Capital, LLC |
Winston Salem, North Carolina |
Q2 2024 |
116 |
$184M |
| WestHill Financial Advisors, Inc. |
San Rafael, California |
Q2 2024 |
70 |
$412M |
| WEST MICHIGAN ADVISORS, LLC |
Holland, Michigan |
Q2 2024 |
179 |
$314M |
| West Oak Capital, LLC |
Westlake Village, California |
Q2 2024 |
322 |
$248M |
| WESTON CAPITAL MANAGEMENT INC |
Los Angeles, California |
Q4 2013 |
38 |
$80.9M |
| Westover Capital Advisors, LLC |
Wilmington, Delaware |
Q2 2024 |
213 |
$388M |
| WESTPAC BANKING CORP |
Sydney, Australia |
Q2 2024 |
451 |
$1.26B |
| WEST PACES ADVISORS INC. |
Atlanta, Georgia |
Q2 2024 |
567 |
$383M |
| Westpark Management, LLC |
Plano, Texas |
Q3 2022 |
3 |
$71.7M |
| WESTPORT ADVISERS LLC |
Westport, Connecticut |
Q2 2016 |
38 |
$542M |
| WESTPORT ASSET MANAGEMENT INC |
Southport, Connecticut |
Q2 2024 |
75 |
$200M |
| WESTPORT RESOURCES MANAGEMENT INC |
Westport, Connecticut |
Q3 2016 |
560 |
$138M |
| WEST RIM CAPITAL ASSOCIATES II, L.P. |
Lehi, Utah |
Q3 2023 |
1 |
$46.8M |
| Westshore Wealth, LLC |
Newport Beach, California |
Q4 2023 |
95 |
$217M |
| Westside Investment Management, Inc. |
Santa Monica, California |
Q2 2024 |
987 |
$437M |
| West Tower Group, LLC |
Richmond, Virginia |
Q2 2024 |
94 |
$37M |
| West Wealth Group, LLC |
Irvine, California |
Q2 2024 |
81 |
$283M |
| Westwind Capital |
Las Cruces, New Mexico |
Q2 2024 |
41 |
$85.4M |
| Westwood Global Investments, LLC |
Boston, Massachusetts |
Q2 2024 |
14 |
$2.01B |
| WESTWOOD HOLDINGS GROUP INC |
Dallas, Texas |
Q2 2024 |
451 |
$12.1B |
| WESTWOOD MANAGEMENT CORP /IL/ |
Chicago, Illinois |
Q4 2023 |
28 |
$270M |
| Westwood Wealth Management |
Los Angeles, California |
Q2 2024 |
39 |
$253M |
| WETZEL INVESTMENT ADVISORS, INC. |
Indianapolis, Indiana |
Q2 2024 |
947 |
$172M |
| WEXFORD CAPITAL LP |
West Palm Beach, Florida |
Q2 2024 |
183 |
$395M |
| WEYBOSSET RESEARCH & MANAGEMENT LLC |
Province, Rhode Island |
Q2 2024 |
47 |
$267M |
| Weyland Capital Management, LLC |
Portsmouth, New Hampshire |
Q2 2016 |
9 |
$94M |
| WFA Asset Management Corp |
Whitefish Bay, Wisconsin |
Q2 2024 |
210 |
$177M |
| WFA of San Diego, LLC |
San Diego, California |
Q2 2024 |
406 |
$112M |
| WFG Advisors, LP |
Dallas, Texas |
Q2 2017 |
1493 |
$442M |
| W.G. Shaheen & Associates DBA Whitney & Co |
Rochester, New York |
Q2 2024 |
122 |
$871M |
| Whalen Wealth Management Inc. |
Las Vegas, Nevada |
Q2 2024 |
101 |
$126M |
| Whale Rock Capital Management LLC |
Boston, Massachusetts |
Q2 2024 |
39 |
$7.05B |
| WHALEROCK POINT PARTNERS, LLC |
Providence, Rhode Island |
Q2 2024 |
162 |
$374M |
| Wharton Business Group, LLC |
Malvern, Pennsylvania |
Q2 2024 |
138 |
$1.94B |
| W.H. Cornerstone Investments Inc. |
Kingston, Massachusetts |
Q2 2024 |
122 |
$141M |
| WHEATLAND ADVISORS INC |
Lancaster, Pennsylvania |
Q2 2020 |
47 |
$24.1M |
| Wheelhouse Advisory Group LLC |
St. Louis, Missouri |
Q2 2024 |
39 |
$133M |
| Whelan Financial |
Fresno, California |
Q2 2024 |
40 |
$224M |
| Whetstone Capital Advisors, LLC |
Shawnee Mission, Kansas |
Q2 2024 |
38 |
$215M |
| Whitaker-Myers Wealth Managers, LTD. |
Mansfield, Ohio |
Q2 2024 |
99 |
$271M |
| Whitcomb & Hess, Inc. |
Ashland, Ohio |
Q2 2024 |
51 |
$321M |
| WHITEBOX ADVISORS LLC |
Minneapolis, Minnesota |
Q2 2024 |
317 |
$2.47B |
| White Elm Capital, LLC |
Greenwich, Connecticut |
Q4 2019 |
24 |
$118M |
| Whitefort Capital Management, LP |
New York, New York |
Q2 2024 |
23 |
$162M |
| Whitegate Investment Counselors, Inc. |
Concord, New Hampshire |
Q2 2024 |
64 |
$352M |
| White Knight Strategic Wealth Advisors, LLC |
Princeton, New Jersey |
Q2 2024 |
76 |
$100M |
| White Lighthouse Investment Management Inc. |
Bedford, Massachusetts |
Q2 2024 |
121 |
$518M |
| WHITE MOUNTAINS INSURANCE GROUP LTD |
Hanover, New Hampshire |
Q2 2024 |
2 |
$444M |
| WHITENER CAPITAL MANAGEMENT, INC. |
Rocky Mount, North Carolina |
Q2 2024 |
153 |
$330M |
| WHITE PINE CAPITAL LLC |
Golden Valley, Minnesota |
Q2 2024 |
210 |
$264M |
| White Pine Investment CO |
Livonia, Michigan |
Q2 2024 |
63 |
$340M |
| White River Investment Partners, LLC |
San Francisco, California |
Q3 2014 |
9 |
$72.3M |
| White Wing Wealth Management |
The Wodlands, Texas |
Q2 2024 |
29 |
$125M |
| Whitford Management LLC |
New York, New York |
Q2 2024 |
16 |
$172M |
| WHITTIER TRUST CO |
South Pasadena, California |
Q2 2024 |
1516 |
$7.05B |
| WHITTIER TRUST CO OF NEVADA INC |
Reno, Nevada |
Q2 2024 |
1276 |
$3.6B |
| WHV Investments, Inc. |
San Francisco, California |
Q1 2016 |
48 |
$183M |
| Wick Capital Partners, LLC |
Wayne, Pennsylvania |
Q2 2024 |
81 |
$272M |
| Widmann Financial Services, Inc. |
Bowie, Maryland |
Q2 2024 |
134 |
$123M |
| WILBANKS SMITH & THOMAS ASSET MANAGEMENT LLC |
Norfolk, Virginia |
Q1 2024 |
528 |
$3.57B |
| Wildcat Capital Management, LLC |
New York, New York |
Q2 2024 |
16 |
$409M |
| WILEN INVESTMENT MANAGEMENT CORP. |
Bonita Springs, Florida |
Q3 2022 |
87 |
$98.1M |
| WILKINS INVESTMENT COUNSEL INC |
Boston, Massachusetts |
Q2 2024 |
126 |
$671M |
| Wilkinson Global Asset Management LLC |
New York, New York |
Q2 2024 |
80 |
$1.6B |
| Wilks Brothers, LLC |
Cisco, Texas |
Q3 2019 |
7 |
$34.7M |
| Willett Advisors LLC |
New York, New York |
Q3 2014 |
1 |
$273K |
| William Allan Corp |
Fort Collins, Colorado |
Q2 2024 |
51 |
$149M |
| WILLIAM BLAIR INVESTMENT MANAGEMENT, LLC |
Chicago, Illinois |
Q2 2024 |
411 |
$38.1B |
| William B. Walkup & Associates, Inc. |
Columbia, South Carolina |
Q2 2024 |
158 |
$153M |
| WILLIAM HARRIS INVESTORS INC |
Chicago, Illinois |
Q4 2016 |
96 |
$347M |
| William Howard & Co Financial Advisors Inc |
Memphis, Tennessee |
Q2 2024 |
48 |
$108M |
| William Marsh Rice University |
Houston, Texas |
Q2 2024 |
2 |
$89.3M |
| Williams Financial, LLC |
Bennington, Vermont |
Q2 2024 |
17 |
$150M |
| WILLIAMS JONES & ASSOCIATES LLC |
New York, New York |
Q2 2019 |
393 |
$4.82B |
| Williams Jones Wealth Management, LLC. |
New York, New York |
Q2 2024 |
520 |
$8.06B |
| Williams & Novak, LLC |
Westlake Village, California |
Q2 2024 |
129 |
$107M |
| Williamson Legacy Group, LLC |
Carmel, Indiana |
Q2 2024 |
89 |
$134M |
| Willingdon Wealth Management |
Huntersville, North Carolina |
Q1 2020 |
275 |
$393M |
| Willis Investment Counsel |
Gainesville, Georgia |
Q2 2024 |
107 |
$1.44B |
| Willis Johnson & Associates, Inc. |
Houston, Texas |
Q2 2024 |
155 |
$1.22B |
| WiL, LLC |
Palo Alto, California |
Q3 2022 |
3 |
$17.5M |
| WILLNER & HELLER, LLC |
Encino, California |
Q2 2024 |
144 |
$104M |
| Willoughby Capital Holdings, LLC |
Greenwich, Connecticut |
Q3 2023 |
2 |
$7.65M |
| Willow Creek Wealth Management Inc. |
Sebastopol, California |
Q4 2023 |
145 |
$798M |
| Willow Street Advisors LLC |
Naples, Florida |
Q4 2013 |
137 |
$167M |
| Wills Financial Group, Inc. |
Richmond, Virginia |
Q2 2024 |
63 |
$217M |
| WILSEY ASSET MANAGEMENT INC |
San Diego, California |
Q2 2024 |
20 |
$476M |
| Wilshire Advisors LLC |
Santa Monica, California |
Q2 2024 |
11 |
$199M |
| WILSON ASSET MANAGEMENT (INTERNATIONAL) PTY LTD |
Sydney, Australia |
Q2 2024 |
26 |
$382M |
| Wilson & Boucher Capital Management, LLC |
Moraga, California |
Q2 2024 |
109 |
$131M |
| Wilson, Kemp & Associates, Inc. |
Birmingham, Michigan |
Q3 2014 |
27 |
$11M |
| WIMMER ASSOCIATES 1, LLC |
Pasadena, California |
Q2 2024 |
108 |
$195M |
| WIN ADVISORS, INC |
Palm Beach Gardens, Florida |
Q2 2024 |
49 |
$224M |
| Winch Advisory Services, LLC |
Appleton, Wisconsin |
Q2 2024 |
452 |
$350M |
| WINDACRE PARTNERSHIP LLC |
Houston, Texas |
Q2 2024 |
12 |
$7.6B |
| Winder Investment Pte Ltd |
Singapore, Singapore |
Q2 2023 |
3 |
$4.4B |
| Winder Pte. Ltd. |
Singapore, Singapore |
Q2 2024 |
3 |
$5.11B |
| Windham Capital Management, LLC |
Boston, Massachusetts |
Q2 2024 |
44 |
$128M |
| Windhaven Investment Management, Inc. |
Boston, Massachusetts |
Q1 2018 |
28 |
$7.79B |
| Windle Wealth, LLC |
Oklahoma City, Oklahoma |
Q2 2024 |
29 |
$164M |
| Windmill Hill Asset Management Ltd |
Waddesdon, United Kingdom |
Q2 2024 |
27 |
$238M |
| Wind River Trust Co |
Jackson, Wyoming |
Q2 2024 |
9 |
$247M |
| Windsor Advisory Group, LLC |
Columbus, Ohio |
Q2 2024 |
50 |
$49.9M |
| Windsor Capital Management, LLC |
Phoenix, Arizona |
Q2 2024 |
112 |
$323M |
| Windsor Creek Advisors, LLC |
Bethel, Vermont |
Q4 2021 |
80 |
$220M |
| Windsor Financial Group, LLC |
Minneapolis, Minnesota |
Q2 2017 |
79 |
$214M |
| Windsor Wealth Management, Inc. |
Indianapolis, Indiana |
Q3 2023 |
157 |
$546M |
| WINDWARD CAPITAL MANAGEMENT CO /CA |
Los Angeles, California |
Q2 2024 |
73 |
$1.19B |
| Windward Private Wealth Management Inc. |
Overland Park, Kansas |
Q2 2024 |
46 |
$247M |
| Winfield Associates, Inc. |
Cleveland, Ohio |
Q1 2022 |
153 |
$276M |
| WINMILL & CO. INC |
Rochester, New York |
Q2 2024 |
58 |
$293M |
| Winning Points Advisors, LLC |
Boca Raton, Florida |
Q1 2023 |
43 |
$82.9M |
| WINSLOW ASSET MANAGEMENT INC |
Beachwood, Ohio |
Q2 2024 |
76 |
$508M |
| Winslow Capital Management, LLC |
Minneapolis, Minnesota |
Q2 2024 |
55 |
$27.7B |
| Winslow, Evans & Crocker, Inc. |
Boston, Massachusetts |
Q4 2020 |
1252 |
$492M |
| Wintergreen Advisers, LLC |
Mount Olive, New Jersey |
Q1 2019 |
4 |
$99.5M |
| Winthrop Advisory Group LLC |
Boston, Massachusetts |
Q2 2024 |
144 |
$729M |
| Winthrop Capital Management, LLC |
Carmel, Indiana |
Q2 2024 |
158 |
$200M |
| Winthrop Partners - WNY, LLC |
Buffalo, New York |
Q3 2019 |
290 |
$148M |
| WINTON GROUP Ltd |
London, United Kingdom |
Q2 2024 |
558 |
$1.48B |
| WINTRUST INVESTMENTS LLC |
Chicago, Illinois |
Q2 2024 |
488 |
$1.22B |
| WIPFLI FINANCIAL ADVISORS LLC, |
Milwaukee, Wisconsin |
Q3 2022 |
2545 |
$1.42B |
| WISCONSIN CAPITAL MANAGEMENT LLC |
Madison, Wisconsin |
Q2 2024 |
47 |
$197M |
| Wiser Advisor Group LLC |
Phoenix, Arizona |
Q2 2024 |
303 |
$63.6M |
| Wiser Wealth Management, Inc |
Marietta, Georgia |
Q2 2024 |
35 |
$323M |
| Wishbone Management, LP |
Chicago, Illinois |
Q2 2024 |
5 |
$310M |
| WIT, LLC |
District Of Columbia, District Of Columbia |
Q2 2024 |
14 |
$3.32M |
| WIT Partners Advisory Pte. Ltd. |
Singapore, Singapore |
Q2 2024 |
1 |
$416M |
| WITTENBERG INVESTMENT MANAGEMENT, INC. |
Carlisle, Massachusetts |
Q2 2024 |
81 |
$294M |
| WJ Interests, LLC |
Sugar Land, Texas |
Q2 2024 |
15 |
$201M |
| WJ Wealth Management, LLC |
Glendale, Arizona |
Q2 2024 |
77 |
$275M |
| WL ROSS & CO LLC |
Dallas, Texas |
Q4 2021 |
1 |
$40.2M |
| WMG Financial Advisors, LLC |
Knoxville, Tennessee |
Q2 2024 |
156 |
$189M |
| WMS Partners, LLC |
Towson, Maryland |
Q2 2024 |
264 |
$1.56B |
| WNY Asset Management, LLC |
Williamsville, New York |
Q2 2024 |
235 |
$755M |
| Wolff Financial Management LLC |
Kalamazoo, Michigan |
Q2 2024 |
42 |
$135M |
| WOLFF WIESE MAGANA LLC |
Carslbad, California |
Q2 2024 |
787 |
$126M |
| Wolf Group Capital Advisors |
Fairfax, Virginia |
Q2 2024 |
127 |
$254M |
| Wolf Hill Capital Management, LP |
Greenwich, Connecticut |
Q2 2024 |
24 |
$995M |
| Wolfswood Holdings, LLC |
New York, New York |
Q2 2024 |
4 |
$7.87M |
| WOLVERINE ASSET MANAGEMENT LLC |
Chicago, Illinois |
Q2 2024 |
1218 |
$5.31B |
| WOLVERINE TRADING, LLC |
Chicago, Illinois |
Q2 2024 |
1212 |
$6.11B |
| WOODARD & CO ASSET MANAGEMENT GROUP INC /ADV |
Bermuda Run, North Carolina |
Q2 2024 |
114 |
$401M |
| WOOD ASSET MANAGEMENT INC |
Sarasota, Florida |
Q1 2015 |
42 |
$99.6K |
| Woodbine Capital Advisors LP |
New York, New York |
Q1 2014 |
23 |
$53.2M |
| Wood Investment Counsel LLC |
Denver, Colorado |
Q3 2014 |
85 |
$669M |
| WOODLEY FARRA MANION PORTFOLIO MANAGEMENT INC |
Indianapolis, Indiana |
Q2 2024 |
97 |
$1.84B |
| Woodline Partners LP |
San Francisco, California |
Q2 2024 |
542 |
$10.4B |
| WOODMONT INVESTMENT COUNSEL LLC |
Nashville, Tennessee |
Q2 2024 |
248 |
$1.2B |
| Woodson Capital Management, LP |
Greenwich, Connecticut |
Q2 2024 |
36 |
$511M |
| WOODSTOCK CORP |
Boston, Massachusetts |
Q2 2024 |
165 |
$983M |
| WoodTrust Financial Corp |
Wisconsin Rapids, Wisconsin |
Q2 2024 |
165 |
$643M |
| WOODWARD DIVERSIFIED CAPITAL, LLC |
Bakersfield, California |
Q2 2024 |
159 |
$171M |
| WOOSTER CORTHELL WEALTH MANAGEMENT, INC. |
Glastonbury, Connecticut |
Q2 2024 |
51 |
$442M |
| Working Capital Advisors (UK) Ltd. |
London, United Kingdom |
Q2 2024 |
3 |
$170M |
| World Asset Management Inc |
Detroit, Michigan |
Q3 2021 |
841 |
$1.01B |
| WORLD EQUITY GROUP, INC. |
Schaumburg, Illinois |
Q2 2024 |
268 |
$335M |
| WORLDLY PARTNERS MANAGEMENT, LLC |
Needham, Massachusetts |
Q2 2024 |
3 |
$186M |
| WORLDQUANT MILLENNIUM ADVISORS LLC |
New York, New York |
Q2 2024 |
404 |
$11B |
| Worth Asset Management, LLC |
Dallas, Texas |
Q2 2024 |
129 |
$168M |
| Worth Financial Advisory Group, LLC |
Charlotte, North Carolina |
Q2 2024 |
148 |
$152M |
| WorthPointe, LLC |
La Jolla, California |
Q2 2024 |
70 |
$219M |
| Worth Venture Partners, LLC |
Fort Lee, New Jersey |
Q2 2024 |
44 |
$12.8M |
| WP Advisors, LLC |
San Francisco, California |
Q2 2024 |
106 |
$313M |
| WPWealth LLP |
Fort Worth, Texas |
Q2 2024 |
70 |
$414M |
| WRAPMANAGER INC |
Mill Valley, California |
Q2 2024 |
255 |
$362M |
| Wrenne Financial Planning LLC |
Lexington, Kentucky |
Q2 2024 |
41 |
$145M |
| WRIGHT INVESTORS SERVICE INC |
Shelton, Connecticut |
Q2 2024 |
139 |
$380M |
| WR Wealth Planners, LLC |
Columbia, Missouri |
Q2 2024 |
1140 |
$328M |
| WS MANAGEMENT LLLP |
Jacksonville, Florida |
Q2 2024 |
34 |
$1.07B |
| WT Asset Management Ltd |
Hong Kong, Hong Kong |
Q2 2024 |
26 |
$1.03B |
| WT Wealth Management |
Flagstaff, Arizona |
Q4 2023 |
109 |
$253M |
| WULFF, HANSEN & CO. |
San Rafael, California |
Q2 2024 |
91 |
$101M |
| Wunderlich Capital Managemnt |
Memphis, Tennessee |
Q2 2024 |
105 |
$224M |
| WuXi AppTec Co., Ltd. |
Shanghai, China |
Q2 2024 |
2 |
$23.3M |
| Wynn Capital, LLC |
Augusta, Georgia |
Q2 2024 |
102 |
$135M |
| WYNNEFIELD CAPITAL INC |
New York, New York |
Q2 2024 |
17 |
$222M |
| Wyrmwood Management LLC |
New York, New York |
Q4 2023 |
4 |
$104K |