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 |