| Baader Bank Aktiengesellschaft |
Unterschleissheim, Germany |
Q2 2024 |
385 |
$1.28B |
| Bach Option Ltd |
Wanchai, Hong Kong |
Q4 2019 |
60 |
$236M |
| BADGLEY PHELPS & BELL INC |
Seattle, Washington |
Q2 2021 |
222 |
$2.69B |
| Badgley Phelps Wealth Managers, LLC |
Seattle, Washington |
Q2 2024 |
254 |
$4.04B |
| BAHL & GAYNOR INC |
Cincinnati, Ohio |
Q2 2024 |
333 |
$17.9B |
| BAILARD, INC. |
Foster City, California |
Q2 2024 |
722 |
$3.63B |
| BAILEY VALUE LIMITED PARTNERSHIP |
Danvers, Massachusetts |
Q3 2022 |
9 |
$62.6M |
| BAILLIE GIFFORD & CO |
Edinburgh, United Kingdom |
Q2 2024 |
285 |
$128B |
| Bain Capital Credit, LP |
Boston, Massachusetts |
Q2 2024 |
7 |
$507M |
| BAIN CAPITAL CREDIT MEMBER, LLC |
Boston, Massachusetts |
Q1 2017 |
8 |
$114M |
| BAIN CAPITAL INVESTORS LLC |
Boston, Massachusetts |
Q2 2024 |
5 |
$4.71B |
| Bain Capital Life Sciences Investors, LLC |
Boston, Massachusetts |
Q2 2024 |
25 |
$911M |
| Bain Capital Public Equity, LP |
Boston, Massachusetts |
Q2 2024 |
31 |
$91.4M |
| Bain Capital Public Equity Management II, LLC |
Boston, Massachusetts |
Q2 2024 |
32 |
$2.23B |
| BAIN CAPITAL VENTURE INVESTORS, LLC |
Boston, Massachusetts |
Q2 2024 |
4 |
$210M |
| BAINCO INTERNATIONAL INVESTORS |
Boston, Massachusetts |
Q4 2020 |
207 |
$873M |
| Baines Creek Capital, LLC |
Austin, Texas |
Q1 2019 |
34 |
$37.9M |
| Baird Financial Group, Inc. |
Milwaukee, Wisconsin |
Q2 2024 |
1753 |
$48.2B |
| Bakala Capital Management LLC |
Greenville, South Carolina |
Q2 2024 |
10 |
$13.9M |
| Baker Avenue Asset Management, LP |
San Francisco, California |
Q2 2024 |
363 |
$2.93B |
| BAKER BOYER NATIONAL BANK |
Walla Walla, Washington |
Q2 2024 |
74 |
$286M |
| BAKER BROS. ADVISORS LP |
New York, New York |
Q2 2024 |
95 |
$7.83B |
| Baker Chad R |
Perrysburg, Ohio |
Q2 2024 |
51 |
$479M |
| Baker Ellis Asset Management LLC |
Vancouver, Washington |
Q2 2024 |
210 |
$664M |
| Baker Hughes Holdings LLC |
Houston, Texas |
Q2 2024 |
2 |
$57.7M |
| Baker Street Capital Management, LLC |
Los Angeles, California |
Q3 2016 |
1 |
$35.2M |
| BAKER TILLY WEALTH MANAGEMENT, LLC |
Madison, Wisconsin |
Q2 2024 |
279 |
$244M |
| Balanced Rock Investment Advisors LLC |
Roslindale, Massachusetts |
Q2 2024 |
89 |
$119M |
| BALANCED WEALTH GROUP LLC |
Westlake, Ohio |
Q2 2024 |
68 |
$117M |
| BALASA DINVERNO & FOLTZ LLC |
Itasca, Illinois |
Q3 2022 |
335 |
$1.58B |
| Balboa Wealth Partners |
Scottsdale, Arizona |
Q2 2024 |
305 |
$379M |
| Baldrige Asset Management LLC |
Allentown, Pennsylvania |
Q1 2023 |
348 |
$244M |
| BALDWIN BROTHERS LLC/MA |
Marion, Massachusetts |
Q2 2024 |
798 |
$1.28B |
| Baldwin Investment Management, LLC |
West Conshohocken, Pennsylvania |
Q2 2024 |
205 |
$730M |
| Balentine LLC |
Atlanta, Georgia |
Q2 2024 |
189 |
$2.2B |
| BALESTRA CAPITAL LTD. |
New York, New York |
Q3 2015 |
3 |
$42.5M |
| BALLAST ADVISORS LLC |
Woodbury, Minnesota |
Q2 2024 |
163 |
$315M |
| Ballast Asset Management, LP |
Dallas, Texas |
Q2 2024 |
51 |
$184M |
| Ballast, Inc. |
Lexington, Kentucky |
Q2 2024 |
120 |
$325M |
| Ballentine Capital Advisors, Inc |
Greenville, South Carolina |
Q2 2024 |
29 |
$188M |
| Ballentine Partners, LLC |
Waltham, Massachusetts |
Q2 2024 |
753 |
$5.41B |
| Ballew Advisors, Inc |
Jackson, Mississippi |
Q2 2024 |
102 |
$150M |
| Balter Liquid Alternatives, LLC |
Boston, Massachusetts |
Q2 2019 |
124 |
$205M |
| BALTIMORE CAPITAL MANAGEMENT, INC |
Baltimore, Maryland |
Q1 2019 |
78 |
$61.9M |
| Baltimore-Washington Financial Advisors, Inc. |
Columbia, Maryland |
Q2 2024 |
140 |
$1.73B |
| BALYASNY ASSET MANAGEMENT L.P. |
Chicago, Illinois |
Q2 2024 |
1863 |
$38.7B |
| BAMCO INC /NY/ |
New York, New York |
Q2 2024 |
329 |
$34.9B |
| BancFirst Trust & Investment Management |
Oklahoma City, Oklahoma |
Q2 2024 |
55 |
$215M |
| BANC FUNDS CO LLC |
Chicago, Illinois |
Q2 2024 |
127 |
$843M |
| BANCO BILBAO VIZCAYA ARGENTARIA, S.A. |
Madrid, Spain |
Q2 2024 |
662 |
$7.9B |
| Banco BTG Pactual S.A. |
Rio De Janeiro, Brazil |
Q2 2024 |
127 |
$385M |
| Banco BTG Pactual SA |
Rio De Janeiro, Brazil |
Q4 2015 |
19 |
$21.7M |
| Banco de Sabadell, S.A |
Miami, Florida |
Q2 2024 |
60 |
$136M |
| BANCORPSOUTH INC |
Tupelo, Mississippi |
Q3 2017 |
251 |
$1.01B |
| Banco Santander, S.A. |
Madrid, Spain |
Q2 2024 |
402 |
$8.07B |
| Bancreek Capital Management, LP |
Santa Monica, California |
Q2 2024 |
20 |
$128M |
| Bandera Partners LLC |
New York, New York |
Q2 2024 |
19 |
$276M |
| Bangor Savings Bank |
Bangor, Maine |
Q2 2024 |
511 |
$1B |
| BANKERS TRUST CO CEDAR RAPIDS |
Cedar Rapids, Iowa |
Q2 2014 |
5 |
$2.17M |
| BANKERS TRUST CO OF SOUTH DAKOTA |
Des Moines, Iowa |
Q2 2014 |
36 |
$151M |
| BANK HAPOALIM BM |
Tel Aviv, Israel |
Q2 2024 |
136 |
$707M |
| Bank Julius Baer & Co. Ltd, Zurich |
Zurich, Switzerland |
Q2 2024 |
489 |
$26.1B |
| BANK OF AMERICA CORP /DE/ |
Charlotte, North Carolina |
Q2 2024 |
7294 |
$1.04T |
| Bank of Finland |
Helsinki, Finland |
Q2 2024 |
4 |
$1.57B |
| BANK OF HAWAII |
Honolulu, Hawaii |
Q2 2024 |
235 |
$2.18B |
| Bank of Italy |
Rome, Italy |
Q2 2024 |
9 |
$2.64B |
| Bank of Kentucky, Inc. |
Crestview Hills,, Kentucky |
Q1 2015 |
262 |
$432M |
| BANK OF KOREA |
Seoul, Korea, Republic Of |
Q2 2024 |
1 |
$42.4M |
| Bank of Marin |
Novato, California |
Q2 2024 |
120 |
$116M |
| BANK OF MONTREAL /CAN/ |
Toronto, Ontario, Canada |
Q2 2024 |
3505 |
$176B |
| Bank of New Hampshire |
Laconia, New Hampshire |
Q2 2024 |
485 |
$385M |
| Bank of New York Mellon Corp |
New York, New York |
Q2 2024 |
4847 |
$527B |
| BANK OF NOVA SCOTIA |
Toronto, Ontario, Canada |
Q2 2024 |
931 |
$50.1B |
| BANK OF NOVA SCOTIA TRUST CO |
Toronto, Ontario, Canada |
Q2 2024 |
133 |
$895M |
| BANK OF STOCKTON |
Stockton, California |
Q2 2024 |
132 |
$315M |
| BANK OF THE WEST |
Monterey Park, California |
Q4 2022 |
219 |
$851M |
| Bank OZK |
Little Rock, Arkansas |
Q2 2024 |
148 |
$231M |
| BANK PICTET & CIE (ASIA) LTD |
Singapore, Singapore |
Q2 2024 |
93 |
$299M |
| Bank Pictet & Cie (Europe) AG |
Frankfurt Am Main, Germany |
Q2 2024 |
153 |
$4.09B |
| Bank & Trust Co |
Litchfield, Illinois |
Q2 2024 |
287 |
$118M |
| Banque Cantonale Vaudoise |
Lausanne, Switzerland |
Q2 2024 |
979 |
$2.52B |
| BANQUE PICTET & CIE SA |
Geneva 73, Switzerland |
Q2 2024 |
280 |
$9.77B |
| BANTA ASSET MANAGEMENT LP |
Newport Beach, California |
Q4 2023 |
17 |
$83.9M |
| BANYAN CAPITAL MANAGEMENT, INC. |
Atlanta, Georgia |
Q2 2024 |
17 |
$166M |
| Banyan Partners, LLC |
Palm Beach Gardens, Florida |
Q3 2014 |
391 |
$1.18B |
| Barbara Oil Co. |
Chicago, Illinois |
Q2 2024 |
76 |
$229M |
| Barber Financial Group, Inc. |
Lenexa, Kansas |
Q1 2023 |
148 |
$567M |
| BARCLAYS PLC |
London, United Kingdom |
Q2 2024 |
4254 |
$218B |
| BARD ASSOCIATES INC |
Chicago, Illinois |
Q2 2024 |
172 |
$259M |
| Barden Capital Management, Inc. |
Austin, Texas |
Q2 2024 |
60 |
$106M |
| Bard Financial Services, Inc. |
Branford, Connecticut |
Q2 2024 |
222 |
$967M |
| BARDIN HILL MANAGEMENT PARTNERS LP |
New York, New York |
Q2 2024 |
24 |
$185M |
| Bare Financial Services, Inc |
Gap, Pennsylvania |
Q2 2024 |
152 |
$190M |
| Bares Capital Management, Inc. |
Austin, Texas |
Q2 2024 |
29 |
$2.08B |
| BAR HARBOR WEALTH MANAGEMENT |
Concord, New Hampshire |
Q2 2024 |
259 |
$1.51B |
| BARINGS LLC |
Charlotte, North Carolina |
Q2 2024 |
150 |
$4.09B |
| Barings Real Estate Advisers LLC |
Hartford, Connecticut |
Q4 2016 |
38 |
$294M |
| BARINGTON CAPITAL GROUP, L.P. |
New York, New York |
Q2 2024 |
13 |
$87.3M |
| Barker Partnership L.P. |
Grand Cayman, Cayman Islands |
Q1 2020 |
3 |
$91.8M |
| BARLOW WEALTH PARTNERS, INC. |
Louisville, Kentucky |
Q2 2024 |
149 |
$706M |
| BARNES PETTEY FINANCIAL ADVISORS, LLC |
Clarksdale, Mississippi |
Q2 2024 |
96 |
$116M |
| Barnett & Company, Inc. |
Chattanooga, Tennessee |
Q2 2024 |
78 |
$139M |
| BAROMETER CAPITAL MANAGEMENT INC. |
Toronto, Ontario, Canada |
Q2 2024 |
173 |
$220M |
| Baron Financial Group, LLC |
Fair Lawn, New Jersey |
Q2 2024 |
47 |
$157M |
| BARON SILVER STEVENS FINANCIAL ADVISORS, LLC |
Boca Raton, Florida |
Q2 2024 |
112 |
$527M |
| Baron Wealth Management LLC |
Troy, Michigan |
Q2 2024 |
183 |
$193M |
| BARR E S & CO |
Lexington, Kentucky |
Q2 2024 |
92 |
$1.52B |
| Barrett Asset Management, LLC |
New York, New York |
Q1 2022 |
229 |
$2.39B |
| BARRETT & COMPANY, INC. |
Providence, Rhode Island |
Q2 2024 |
594 |
$221M |
| Barrier Capital Management, LLC |
San Francisco, California |
Q2 2024 |
13 |
$102M |
| Barrington Strategic Wealth Management Group LLC |
Chicago, Illinois |
Q3 2017 |
105 |
$198M |
| BARROW HANLEY MEWHINNEY & STRAUSS LLC |
Dallas, Texas |
Q2 2024 |
300 |
$29.3B |
| Barry Investment Advisors, LLC |
New Bedford, Massachusetts |
Q2 2024 |
117 |
$297M |
| Bartlett & Co. LLC |
Cincinnati, Ohio |
Q4 2023 |
1185 |
$6.16B |
| BARTLETT & CO. WEALTH MANAGEMENT LLC |
Cincinnati, Ohio |
Q2 2024 |
1134 |
$6.59B |
| Barton Investment Management |
West Conshohocken, Pennsylvania |
Q2 2024 |
43 |
$752M |
| Baskin Financial Services Inc. |
Toronto, Ontario, Canada |
Q2 2024 |
47 |
$1.17B |
| BASSETT HARGROVE INVESTMENT COUNSEL, LLC |
Greenville, Delaware |
Q3 2023 |
47 |
$59.3M |
| BASSO CAPITAL MANAGEMENT, L.P. |
Stamford, Connecticut |
Q2 2024 |
75 |
$111M |
| BASSWOOD CAPITAL MANAGEMENT, L.L.C. |
New York, New York |
Q2 2024 |
87 |
$1.54B |
| Bath Savings Trust Co |
Bath, Maine |
Q2 2024 |
166 |
$940M |
| Battery Global Advisors, LLC |
Boston, Massachusetts |
Q2 2024 |
35 |
$146M |
| Battery Management Corp. |
Boston, Massachusetts |
Q2 2024 |
5 |
$381M |
| Battery Partners IX, LLC |
Boston, Massachusetts |
Q3 2020 |
1 |
$22.4M |
| Baugh & Associates, LLC |
Atlanta, Georgia |
Q2 2024 |
39 |
$192M |
| BAUPOST GROUP LLC/MA |
Boston, Massachusetts |
Q2 2024 |
24 |
$3.63B |
| BAXTER BROS INC |
Riverside, Connecticut |
Q2 2024 |
156 |
$764M |
| Bayberry Capital Partners LP |
New York, New York |
Q2 2024 |
22 |
$394M |
| BayBridge Capital Group, LLC |
Pleasanton, California |
Q2 2024 |
83 |
$128M |
| Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors |
Concord, Massachusetts |
Q2 2024 |
424 |
$599M |
| Bayesian Capital Management, LP |
Brooklyn, New York |
Q2 2024 |
682 |
$873M |
| Bay Harbor Wealth Management, LLC |
Hunt Valley, Maryland |
Q2 2024 |
167 |
$287M |
| BAYOU CITY ENERGY MANAGEMENT LLC |
Houston, Texas |
Q4 2018 |
1 |
$85.4M |
| Bay Rivers Group |
Williamsburg, Virginia |
Q2 2024 |
80 |
$192M |
| BAYSHORE ASSET MANAGEMENT, LLC |
Coral Gables, Florida |
Q2 2024 |
33 |
$199M |
| Bay Street Capital Partners LLC |
New York, New York |
Q1 2018 |
13 |
$81.9M |
| Bayview Asset Management, LLC |
Coral Gables, Florida |
Q2 2024 |
28 |
$170M |
| B, B, H, & B INC. |
Birmingham, Alabama |
Q1 2022 |
30 |
$106M |
| BBJS FINANCIAL ADVISORS, LLC |
Seattle, Washington |
Q2 2024 |
171 |
$268M |
| BBR PARTNERS, LLC |
New York, New York |
Q2 2024 |
220 |
$1.22B |
| BB&T INVESTMENT SERVICES, INC. |
Charlotte, North Carolina |
Q4 2017 |
1248 |
$593M |
| BBVA USA |
Birmingham, Alabama |
Q3 2021 |
954 |
$1.71B |
| BBVA USA Bancshares, Inc. |
Houston, Texas |
Q1 2021 |
539 |
$2.1B |
| BC Gestao de Recursos Ltda. |
Sao Paulo, Brazil |
Q3 2023 |
2 |
$38.2M |
| BCGM Wealth Management, LLC |
Lafayette, Indiana |
Q2 2024 |
150 |
$289M |
| BCK CAPITAL MANAGEMENT LP |
Stamford, Connecticut |
Q2 2024 |
76 |
$155M |
| BCK Partners, Inc. |
Corning, New York |
Q2 2024 |
30 |
$193M |
| BCM ADVISORS, LLC |
Lafayette, Louisiana |
Q2 2024 |
71 |
$418M |
| BC Partners Advisors L.P. |
New York, New York |
Q2 2024 |
2 |
$7.52B |
| BCR Wealth Strategies, LLC |
Vestavia, Alabama |
Q2 2024 |
30 |
$154M |
| BCS Wealth Management |
Johnson City, Tennessee |
Q2 2024 |
155 |
$206M |
| BCU Wealth Advisors, LLC |
Vernon Hills, Illinois |
Q2 2024 |
47 |
$135M |
| BCWM, LLC |
Overland Park, Kansas |
Q2 2024 |
58 |
$278M |
| BDF-GESTION |
Paris, France |
Q2 2024 |
154 |
$1.04B |
| BDL CAPITAL MANAGEMENT |
Paris, France |
Q4 2023 |
11 |
$105M |
| BDO Wealth Advisors, LLC |
Jacksonville, Florida |
Q2 2023 |
976 |
$872M |
| BDT CAPITAL PARTNERS, LLC |
Chicago, Illinois |
Q2 2024 |
2 |
$391M |
| B&D White Capital Company, LLC |
Lakeway, Texas |
Q2 2024 |
46 |
$479M |
| BEACH INVESTMENT COUNSEL INC/PA |
West Conshohocken, Pennsylvania |
Q2 2024 |
228 |
$812M |
| Beach Investment Management, LLC. |
West Conshohocken, Pennsylvania |
Q1 2020 |
30 |
$28.8M |
| Beach Point Capital Management LP |
Santa Monica, California |
Q2 2024 |
10 |
$282M |
| Beacon Bridge Wealth Partners, LLC |
Lower Gwynedd, Pennsylvania |
Q2 2024 |
95 |
$218M |
| Beacon Capital Management, Inc. |
Dayton, Ohio |
Q2 2024 |
26 |
$2.32B |
| Beacon Capital Management, LLC |
Franklin, Tennessee |
Q2 2024 |
1053 |
$543M |
| Beacon Financial Advisory LLC |
Cleveland, Ohio |
Q2 2024 |
291 |
$267M |
| BEACON FINANCIAL GROUP |
Dallas, Texas |
Q2 2024 |
315 |
$877M |
| BEACON FINANCIAL PLANNING, INC |
Hyannis, Massachusetts |
Q2 2024 |
40 |
$147M |
| Beacon Harbor Wealth Advisors, Inc. |
Virginia Beach, Virginia |
Q2 2024 |
68 |
$384M |
| BEACON INVESTMENT ADVISORS LLC |
Gaithersburg, Maryland |
Q2 2024 |
151 |
$195M |
| BEACON INVESTMENT ADVISORY SERVICES, INC. |
Morristown, New Jersey |
Q2 2024 |
262 |
$2.33B |
| BEACONLIGHT CAPITAL, LLC |
New York, New York |
Q2 2024 |
29 |
$197M |
| Beacon Pointe Advisors, LLC |
Newport Beach, California |
Q2 2024 |
1238 |
$8.44B |
| BEACON TRUST CO |
Morristown, New Jersey |
Q1 2017 |
181 |
$635M |
| Beacon Wealthcare, Inc |
Raleigh, North Carolina |
Q4 2020 |
10 |
$172M |
| Beacon Wealthcare LLC |
Raleigh, North Carolina |
Q2 2024 |
19 |
$229M |
| Beaird Harris Wealth Management, LLC |
Dallas, Texas |
Q2 2024 |
693 |
$1.06B |
| BEAM WEALTH ADVISORS, INC. |
Covington, Louisiana |
Q2 2024 |
103 |
$300M |
| Bear Mountain Capital, Inc. |
Seattle, Washington |
Q2 2024 |
182 |
$246M |
| Beaton Management Co. Inc. |
Haverhill, Massachusetts |
Q2 2024 |
136 |
$186M |
| Beaumont Asset Management, L.L.C. |
Beaumont, Texas |
Q2 2024 |
66 |
$156M |
| Beaumont Capital Management, LLC |
Boston, Massachusetts |
Q2 2024 |
47 |
$128M |
| Beaumont Financial Advisors, LLC |
Needham, Massachusetts |
Q2 2024 |
365 |
$1.25B |
| Beaumont Financial Partners, LLC |
Needham, Massachusetts |
Q3 2022 |
301 |
$1.04B |
| Beck Bode, LLC |
Dedham, Massachusetts |
Q2 2024 |
104 |
$498M |
| BECK CAPITAL MANAGEMENT, LLC |
Austin, Texas |
Q2 2024 |
107 |
$363M |
| BECKER CAPITAL MANAGEMENT INC |
Portland, Oregon |
Q2 2024 |
266 |
$2.91B |
| BECK MACK & OLIVER LLC |
New York, New York |
Q2 2024 |
176 |
$4.83B |
| BEDDOW CAPITAL MANAGEMENT INC |
Jackson, Wyoming |
Q2 2024 |
58 |
$229M |
| Bedel Financial Consulting, Inc. |
Indianapolis, Indiana |
Q2 2024 |
250 |
$682M |
| BEDEL FINANCIAL CONSULTING INC |
Indianapolis, Indiana |
Q3 2023 |
235 |
$494M |
| Bedell Frazier Investment Counselling, LLC |
Walnut Creek, California |
Q2 2024 |
96 |
$415M |
| BEDRIJFSTAKPENSIOENFONDS VOOR DE MEDIA PNO |
Hilversum, Netherlands |
Q2 2024 |
41 |
$781M |
| BEECHER INVESTORS INC |
Darien, Connecticut |
Q3 2022 |
12 |
$60.9M |
| Beech Hill Advisors, Inc. |
New York, New York |
Q2 2024 |
101 |
$242M |
| BEESE FULMER INVESTMENT MANAGEMENT, INC. |
Canton, Ohio |
Q2 2024 |
223 |
$1.1B |
| Beirne Wealth Consulting Services, LLC |
Shelton, Connecticut |
Q2 2024 |
99 |
$248M |
| BEL AIR INVESTMENT ADVISORS LLC |
Los Angeles, California |
Q2 2021 |
385 |
$3.27B |
| Belfer Management LLC |
New York, New York |
Q2 2024 |
14 |
$5.3M |
| Bell Asset Management Ltd |
Melbourne, Australia |
Q2 2024 |
63 |
$713M |
| Bell Bank |
Fargo, North Dakota |
Q2 2024 |
188 |
$1.19B |
| Bell & Brown Wealth Advisors, LLC |
Newport Beach, California |
Q2 2024 |
69 |
$225M |
| Bellecapital International Ltd. |
Zurich, Switzerland |
Q2 2024 |
149 |
$467M |
| BELLEVUE ASSET MANAGEMENT, LLC |
Bellevue, Washington |
Q2 2024 |
462 |
$181M |
| Bellevue Group AG |
Kuesnacht, Switzerland |
Q2 2024 |
166 |
$6.15B |
| Bell Investment Advisors, Inc |
Oakland, California |
Q2 2024 |
1942 |
$509M |
| Bell Rock Capital LLC |
Rehoboth Beach, Delaware |
Q3 2022 |
94 |
$81M |
| Bellwether Advisors, LLC |
Lincoln, Nebraska |
Q2 2024 |
119 |
$477M |
| Bellwether Investment Group, LLC |
Chattanooga, Tennessee |
Q4 2017 |
63 |
$24.9M |
| Belmont Capital, LLC |
Los Angeles, California |
Q2 2024 |
199 |
$536M |
| Belmont Global Advisors, Inc. |
Dallas, Texas |
Q3 2016 |
69 |
$106M |
| Belpointe Asset Management LLC |
Reno, Nevada |
Q2 2024 |
849 |
$1.43B |
| Belvedere Trading LLC |
Chicago, Illinois |
Q2 2024 |
186 |
$1.89B |
| Benchmark Capital Advisors |
New York, New York |
Q4 2018 |
115 |
$100M |
| Benchmark Financial Wealth Advisors, LLC |
Boca Raton, Florida |
Q2 2024 |
90 |
$270M |
| Benchmark Investment Advisors LLC |
Chicago, Illinois |
Q2 2024 |
89 |
$138M |
| Benchmark Wealth Management, LLC |
Old Lyme, Connecticut |
Q2 2024 |
51 |
$188M |
| Benedetti & Gucer, Inc. |
Atlanta, Georgia |
Q1 2024 |
141 |
$201M |
| BENEDICT FINANCIAL ADVISORS INC |
Atlanta, Georgia |
Q2 2024 |
126 |
$394M |
| Benefit Street Partners LLC |
New York, New York |
Q3 2023 |
10 |
$19.8M |
| Benin Management CORP |
Wilton, Connecticut |
Q2 2024 |
118 |
$329M |
| BENJAMIN EDWARDS INC |
Clayton, Missouri |
Q2 2024 |
711 |
$520M |
| BENJAMIN F. EDWARDS & COMPANY, INC. |
St. Louis, Missouri |
Q2 2024 |
2148 |
$5.69B |
| Bennett Associates Wealth Management |
Butler, Pennsylvania |
Q2 2024 |
41 |
$111M |
| BENNETT LAWRENCE MANAGEMENT L L C/NY |
New York, New York |
Q4 2015 |
90 |
$309M |
| BENNETT SELBY INVESTMENTS LP |
Falmouth, Maine |
Q2 2024 |
71 |
$223M |
| BENNICAS & ASSOCIATES, INC. |
Portola Valley, California |
Q4 2022 |
94 |
$169M |
| Bensler, LLC |
Bellevue, Washington |
Q2 2024 |
163 |
$743M |
| Benson Investment Management Company, Inc. |
Roanoke, Virginia |
Q2 2024 |
48 |
$242M |
| BerganKDV Wealth Management, LLC |
Bloomington, Minnesota |
Q2 2023 |
860 |
$1B |
| Berger Financial Group, Inc |
Plymouth, Minnesota |
Q2 2024 |
362 |
$1.25B |
| Berkeley Capital Partners, LLC |
Milton, Georgia |
Q2 2024 |
162 |
$332M |
| BERKLEY W R CORP |
Greenwich, Connecticut |
Q2 2024 |
142 |
$1.79B |
| BERKSHIRE ASSET MANAGEMENT LLC/PA |
Wilkes Barre, Pennsylvania |
Q2 2024 |
288 |
$2.01B |
| Berkshire Bank |
Pittsfield, Massachusetts |
Q2 2024 |
140 |
$398M |
| BERKSHIRE CAPITAL HOLDINGS INC |
San Jose, California |
Q2 2024 |
87 |
$247M |
| BERKSHIRE HATHAWAY INC |
Omaha, Nebraska |
Q2 2024 |
41 |
$280B |
| Berkshire Money Management, Inc. |
Dalton, Massachusetts |
Q2 2024 |
39 |
$824M |
| Berkshire Partners LLC |
Boston, Massachusetts |
Q2 2024 |
1 |
$57.6M |
| Berman Capital Advisors, LLC |
Atlanta, Georgia |
Q3 2021 |
1974 |
$628M |
| Bernardo Wealth Planning LLC |
Harleysville, Pennsylvania |
Q2 2024 |
104 |
$372M |
| Bernicke Wealth Management, Ltd. |
Altoona, Wisconsin |
Q2 2020 |
48 |
$135M |
| BERNZOTT CAPITAL ADVISORS |
Camarillo, California |
Q2 2024 |
37 |
$217M |
| BERRY GROUP, LLC |
Worcester, Massachusetts |
Q4 2020 |
111 |
$220M |
| Berry Street Capital Management LLP |
London, United Kingdom |
Q3 2023 |
48 |
$335M |
| Berry Wealth Group, LP |
Granbury, Texas |
Q2 2024 |
81 |
$125M |
| Beryl Capital Management LLC |
Redondo Beach, California |
Q2 2024 |
24 |
$333M |
| BERYLSON CAPITAL PARTNERS, LLC |
Boston, Massachusetts |
Q2 2024 |
19 |
$29.2M |
| BESSEMER GROUP INC |
Woodbridge, New Jersey |
Q2 2024 |
2170 |
$56.7B |
| Beta Wealth Group, Inc. |
San Diego, California |
Q2 2024 |
103 |
$211M |
| Betterment LLC |
New York, New York |
Q2 2024 |
392 |
$38.6B |
| Better Money Decisions, LLC |
Santa Fe, New Mexico |
Q2 2024 |
65 |
$133M |
| BetterWealth, LLC |
San Jose, California |
Q2 2024 |
61 |
$314M |
| Beutel, Goodman & Co Ltd. |
Toronto, Ontario, Canada |
Q2 2024 |
77 |
$18.8B |
| Beverly Hills Private Wealth, LLC |
Beverly Hills, California |
Q2 2024 |
346 |
$460M |
| Bey-Douglas LLC |
Marietta, Georgia |
Q2 2024 |
38 |
$108M |
| BFAM Partners (Cayman) Ltd |
Northpoint, Hong Kong, Hong Kong |
Q2 2024 |
1 |
$37.5K |
| BFSG, LLC |
Irvine, California |
Q2 2024 |
617 |
$789M |
| BG Investment Services, Inc. |
Hagatna, Guam |
Q4 2022 |
11 |
$91.7M |
| BHF Kleinwort Benson Group S.A. |
Brussels, Belgium |
Q1 2016 |
361 |
$3.44B |
| BHK Investment Advisors, LLC |
Birmingham, Alabama |
Q2 2024 |
64 |
$255M |
| BI Asset Management Fondsmaeglerselskab A/S |
Kobenhavn, Denmark |
Q2 2024 |
632 |
$6.11B |
| B&I Capital AG |
Zurich, Switzerland |
Q2 2024 |
27 |
$313M |
| Bickling Financial Services, Inc. |
Lexington, Massachusetts |
Q4 2022 |
119 |
$160M |
| Biechele Royce Advisors |
Fishers, Indiana |
Q2 2024 |
57 |
$296M |
| BIEGEL & WALLER LLC |
Columbia, Maryland |
Q3 2019 |
73 |
$177M |
| Bienville Capital Management, LLC |
New York, New York |
Q2 2024 |
78 |
$415M |
| Bigelow Investment Advisors, LLC |
Portland, Maine |
Q2 2024 |
152 |
$209M |
| BIGLARI CAPITAL CORP. |
San Antonio, Texas |
Q2 2024 |
12 |
$657M |
| BIGLARI, SARDAR |
San Antonio, Texas |
Q2 2024 |
9 |
$29.5M |
| BigSur Wealth Management LLC |
Miami, Florida |
Q2 2024 |
153 |
$326M |
| Bill Few Associates, Inc. |
Pittsburgh, Pennsylvania |
Q2 2024 |
173 |
$261M |
| BILLINGS CAPITAL MANAGEMENT, LLC |
Arlington, Virginia |
Q4 2021 |
7 |
$79.3M |
| Bill & Melinda Gates Foundation |
Seattle, Washington |
Q2 2024 |
6 |
$59.8M |
| BILL & MELINDA GATES FOUNDATION TRUST |
Kirkland, Washington |
Q2 2024 |
23 |
$47.7B |
| Biltmore Capital Advisors LLC |
Princeton, New Jersey |
Q4 2021 |
156 |
$599M |
| Biltmore Family Office, LLC |
Charlotte, North Carolina |
Q2 2024 |
249 |
$543M |
| Biltmore Wealth Management, LLC |
Tempe, Arizona |
Q2 2024 |
54 |
$231M |
| Biomark Capital Management Co. LLC |
Greenwich, Connecticut |
Q3 2018 |
2 |
$8.91M |
| Biondo Investment Advisors, LLC |
Milford, Pennsylvania |
Q2 2024 |
89 |
$676M |
| BI Partners LLC |
Darien, Connecticut |
Q3 2014 |
19 |
$69.8M |
| BIP Wealth, LLC |
Atlanta, Georgia |
Q2 2024 |
191 |
$1.22B |
| Birch Capital Management, LLC |
Dallas, Texas |
Q2 2024 |
86 |
$192M |
| Birchcreek Wealth Management, LLC |
Miami Township, Ohio |
Q2 2024 |
151 |
$178M |
| Birch Grove Capital LP |
New York, New York |
Q2 2024 |
2 |
$9.12M |
| Birch Hill Investment Advisors LLC |
Boston, Massachusetts |
Q2 2024 |
172 |
$2.07B |
| Birchview Capital, LP |
Burlington, Vermont |
Q2 2024 |
60 |
$108M |
| BIRINYI ASSOCIATES INC |
Westport, Connecticut |
Q2 2024 |
57 |
$334M |
| BIRMINGHAM CAPITAL MANAGEMENT CO INC/AL |
Birmingham, Alabama |
Q2 2024 |
104 |
$256M |
| Bishop & Co Investment Management, LLC |
Erie, Pennsylvania |
Q2 2024 |
23 |
$165M |
| Bishop Rock Capital, L.P. |
New York, New York |
Q3 2023 |
24 |
$24.3M |
| BISLETT MANAGEMENT, LLC |
Palo Alto, California |
Q2 2024 |
15 |
$139M |
| Bison Wealth, LLC |
Atlanta, Georgia |
Q2 2024 |
415 |
$578M |
| BIVIN & ASSOCIATES, INC. |
Ponca City, Oklahoma |
Q2 2022 |
274 |
$93.1M |
| BKM Wealth Management, LLC |
Brookfield, Wisconsin |
Q2 2024 |
139 |
$201M |
| BKS ADVISORS, LLC |
Southfield, Michigan |
Q1 2019 |
209 |
$249M |
| black-and-white Capital LP |
Los Angeles, California |
Q2 2021 |
20 |
$573M |
| BlackBarn Capital Partners LP |
New York, New York |
Q2 2024 |
17 |
$194M |
| Blackcrane Capital, LLC |
Bellevue, Washington |
Q1 2022 |
6 |
$13.2M |
| Black Creek Investment Management Inc. |
Toronto, Ontario, Canada |
Q2 2024 |
34 |
$2.69B |
| Black Cypress Capital Management, LLC |
Ponte Vedra Beach, Florida |
Q2 2024 |
31 |
$105M |
| BLACK DIAMOND CAPITAL MANAGEMENT, L.L.C. |
Stamford, Connecticut |
Q2 2024 |
12 |
$165M |
| Black Diamond Financial, LLC |
Towson, Maryland |
Q2 2024 |
139 |
$518M |
| BlackDiamond Wealth Management, LLC |
New York, New York |
Q2 2024 |
146 |
$151M |
| Blackhawk Capital Partners LLC. |
Thiensville, Wisconsin |
Q2 2024 |
105 |
$166M |
| BLACKHILL CAPITAL INC |
Morristown, New Jersey |
Q2 2024 |
53 |
$1.61B |
| Black Maple Capital Management LP |
Milwaukee, Wisconsin |
Q2 2024 |
86 |
$136M |
| BLACK POINT WEALTH MANAGEMENT |
Naples, Florida |
Q2 2024 |
43 |
$96.5M |
| BlackRock Inc. |
New York, New York |
Q2 2024 |
5234 |
$4.41T |
| Blacksheep Fund Management Ltd |
Co. Dublin, Ireland |
Q2 2024 |
4 |
$130M |
| Blackstart Capital LP |
New York, New York |
Q2 2020 |
21 |
$147M |
| Blackstone Inc. |
New York, New York |
Q2 2024 |
170 |
$22.5B |
| Blackston Financial Advisory Group, LLC |
The Villages, Florida |
Q2 2024 |
83 |
$74.1M |
| Black Swift Group, LLC |
Boulder, Colorado |
Q2 2024 |
109 |
$433M |
| BLACKTHORN INVESTMENT GROUP LLC |
Overland Park, Kansas |
Q3 2015 |
70 |
$26.8M |
| BLAIR WILLIAM & CO/IL |
Chicago, Illinois |
Q2 2024 |
1822 |
$32.4B |
| Blankinship & Foster, LLC |
Solana Beach, California |
Q2 2024 |
71 |
$388M |
| Blantyre Capital Ltd |
London, United Kingdom |
Q2 2024 |
2 |
$139M |
| BLB&B Advisors, LLC |
Montgomeryville, Pennsylvania |
Q2 2024 |
276 |
$1.83B |
| Bleakley Financial Group, LLC |
Fairfield, New Jersey |
Q2 2024 |
1009 |
$3.46B |
| Bleichroeder LP |
New York, New York |
Q2 2024 |
75 |
$336M |
| Blenheim Capital Management, L.L.C. |
Berkeley Heights, New Jersey |
Q3 2014 |
32 |
$80.2M |
| BLOCKHOUSE CAPITAL MANAGEMENT LP |
New York, New York |
Q1 2018 |
26 |
$478M |
| BLODGETT WEALTH ADVISORS, LLC |
Concord, California |
Q2 2024 |
58 |
$118M |
| BloombergSen Inc. |
Toronto, Ontario, Canada |
Q2 2024 |
29 |
$1.05B |
| BLOOM TREE PARTNERS, LLC |
New York, New York |
Q2 2023 |
41 |
$215M |
| Blooom, Inc. |
Overland Park, Kansas |
Q3 2022 |
29 |
$49.2M |
| Blossom Wealth Management |
San Ramon, Ca, California |
Q2 2024 |
66 |
$45.9M |
| BLS CAPITAL FONDSMAEGLERSELSKAB A/S |
Klampenborg, Denmark |
Q2 2024 |
13 |
$3.34B |
| BLS GLOBAL EQUITIES LLC |
Klampenborg, Denmark |
Q4 2016 |
13 |
$297M |
| BLUE ARROW CAPITAL MANAGEMENT LLC |
New York, New York |
Q3 2015 |
70 |
$369M |
| Blue Barn Wealth, LLC |
Orem, Utah |
Q2 2024 |
138 |
$176M |
| BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC |
Blue Bell, Pennsylvania |
Q2 2024 |
715 |
$484M |
| Blue Chip Partners, LLC |
Farmington Hills, Michigan |
Q2 2024 |
188 |
$1.08B |
| BlueChip Wealth Advisors LLC |
Milton, Georgia |
Q2 2024 |
137 |
$170M |
| Blue Chip Wealth Management, Inc. |
Miami Beach, Florida |
Q3 2020 |
114 |
$127M |
| Blue Clay Capital Management, LLC |
Minneapolis, Minnesota |
Q3 2016 |
82 |
$75.1M |
| Blue Creek Capital Management Ltd |
Hong Kong, Hong Kong |
Q1 2024 |
6 |
$135M |
| BlueCrest Capital Management Ltd |
St Helier, Jersey |
Q2 2024 |
77 |
$571M |
| Blue Door Asset Management, LLC |
Stamford, Connecticut |
Q2 2024 |
16 |
$147M |
| BlueDrive Global Investors LLP |
London, United Kingdom |
Q2 2024 |
11 |
$87.6M |
| Blue Edge Capital, LLC |
Richmond, Virginia |
Q2 2024 |
110 |
$604M |
| Blue Fin Capital, Inc. |
Warren, Rhode Island |
Q2 2024 |
143 |
$501M |
| BLUEFIN CAPITAL MANAGEMENT, LLC |
New York, New York |
Q1 2024 |
84 |
$415M |
| Bluefin Trading, LLC |
New York, New York |
Q2 2020 |
265 |
$976M |
| Blue Granite Capital, LLC |
Charleston, South Carolina |
Q4 2017 |
103 |
$136M |
| Bluegrass Capital Partners LP |
Palm Beach, Florida |
Q2 2024 |
12 |
$97.9M |
| Blue Grotto Capital, LLC |
Atlanta, Georgia |
Q2 2024 |
23 |
$498M |
| Blue Investment Partners LLC |
Alamo, California |
Q2 2024 |
44 |
$221M |
| BLUE JAY CAPITAL MANAGEMENT, LLC |
Los Angeles, California |
Q2 2017 |
20 |
$147M |
| BlueMar Capital Management, LLC |
Miami, Florida |
Q2 2024 |
21 |
$48M |
| Blue Owl Capital Holdings LP |
New York, New York |
Q2 2024 |
41 |
$359M |
| BluePath Capital Management, LLC |
Atlanta, Georgia |
Q2 2024 |
107 |
$140M |
| Blue Pool Management Ltd. |
Causeway Bay, Hong Kong |
Q2 2024 |
2 |
$191M |
| Blueprint Investment Partners LLC |
Greensboro, North Carolina |
Q2 2024 |
124 |
$462M |
| Blue Rock Advisors, LLC |
Wayzata, Minnesota |
Q4 2023 |
1 |
$7K |
| Bluescape Energy Partners LLC |
Dallas, Texas |
Q2 2024 |
5 |
$419M |
| Blueshift Asset Management, LLC |
Red Bank, New Jersey |
Q2 2024 |
321 |
$297M |
| BlueSky Wealth Advisors, LLC |
New Bern, North Carolina |
Q2 2024 |
76 |
$594M |
| Bluesphere Advisors, LLC |
East Norriton, Pennsylvania |
Q2 2024 |
97 |
$196M |
| BlueSpruce Investments, LP |
Chicago, Illinois |
Q2 2024 |
35 |
$5.44B |
| BLUE SQUARE ASSET MANAGEMENT, LLC |
New York, New York |
Q2 2024 |
71 |
$172M |
| BLUESTEIN R H & CO LLC |
Birmingham, Michigan |
Q3 2022 |
339 |
$1.61B |
| BLUESTEM FINANCIAL ADVISORS, LLC |
Champaign, Illinois |
Q2 2024 |
27 |
$198M |
| Blue Trust, Inc. |
Alpharetta, Georgia |
Q2 2024 |
2698 |
$7.22B |
| Blue Water Life Science Advisors, LP |
Larkspur, California |
Q2 2024 |
8 |
$103M |
| Blue Whale Capital LLP |
London, United Kingdom |
Q2 2024 |
19 |
$1.04B |
| Blue Zone Wealth Advisors, LLC |
Los Angeles, California |
Q2 2024 |
87 |
$290M |
| BLUM CAPITAL PARTNERS LP |
San Francisco, California |
Q2 2018 |
1 |
$34.1M |
| Blume Capital Management, Inc. |
Berkeley, California |
Q2 2024 |
315 |
$414M |
| B. Metzler seel. Sohn & Co. AG |
Frankfurt, Germany |
Q2 2024 |
757 |
$9.42B |
| B. Metzler seel. Sohn & Co. Holding AG |
Frankfurt, Germany |
Q3 2021 |
695 |
$6.88B |
| BMI CAPITAL CORP |
New York, New York |
Q3 2014 |
12 |
$49.1M |
| BML Capital Management, LLC |
Zionsville, Indiana |
Q2 2024 |
27 |
$137M |
| BMS Financial Advisors, LLC |
Rapid City, South Dakota |
Q2 2023 |
112 |
$153M |
| BMT Investment Advisors |
Berwyn, Pennsylvania |
Q1 2020 |
80 |
$159M |
| BNC WEALTH MANAGEMENT, LLC |
Beaverton, Oregon |
Q2 2024 |
99 |
$269M |
| BNP PARIBAS |
Paris, France |
Q2 2024 |
333 |
$1.99B |
| BNP Paribas Asset Management Holding S.A. |
Paris, France |
Q2 2024 |
970 |
$38.6B |
| BNP PARIBAS FINANCIAL MARKETS |
Paris, France |
Q2 2024 |
3361 |
$92.5B |
| BOARDMAN BAY CAPITAL MANAGEMENT LLC |
New York, New York |
Q4 2021 |
37 |
$60.1M |
| Board of Trustees of The Leland Stanford Junior University |
Redwood City, California |
Q2 2024 |
28 |
$1.47B |
| BOCHK Asset Management Ltd |
Hong Kong, Hong Kong |
Q2 2024 |
54 |
$306M |
| Bodri Capital Management, LLC |
San Francisco, California |
Q3 2015 |
22 |
$101M |
| BOENNING & SCATTERGOOD, INC. |
West Conshohocken, Pennsylvania |
Q4 2022 |
274 |
$401M |
| Bogart Wealth, LLC |
Mclean, Virginia |
Q2 2024 |
1113 |
$1.96B |
| Boit C F David |
Boston, Massachusetts |
Q2 2024 |
129 |
$192M |
| BOK Financial Private Wealth, Inc. |
Denver, Colorado |
Q2 2024 |
459 |
$1.38B |
| BOKF, NA |
Tulsa, Oklahoma |
Q2 2024 |
1162 |
$5.57B |
| Bollard Group LLC |
Boston, Massachusetts |
Q2 2024 |
294 |
$3.54B |
| BOLTON LP |
Greenwich, Connecticut |
Q4 2015 |
74 |
$259M |
| Boltwood Capital Management |
Walnut Creek, California |
Q2 2024 |
166 |
$320M |
| Bond Capital Management, LP |
San Francisco, California |
Q2 2024 |
5 |
$180M |
| Bond & Devick Financial Network, Inc. |
St. Louis Park, Minnesota |
Q2 2024 |
147 |
$187M |
| BONNESS ENTERPRISES INC |
Washington, District Of Columbia |
Q2 2024 |
37 |
$273M |
| BONTEMPO OHLY CAPITAL MGMT LLC |
Bethesda, Maryland |
Q2 2024 |
34 |
$200M |
| Boomfish Wealth Group, LLC |
Alpharetta, Georgia |
Q2 2024 |
86 |
$155M |
| BOONE CAPITAL MANAGEMENT LLC |
Atlanta, Georgia |
Q2 2024 |
19 |
$383M |
| BOOTHBAY FUND MANAGEMENT, LLC |
New York, New York |
Q2 2024 |
1307 |
$3.07B |
| Boothe Investment Group, Inc. |
Dover, Delaware |
Q2 2024 |
42 |
$216M |
| Bordeaux Wealth Advisors LLC |
Menlo Park, California |
Q2 2024 |
138 |
$523M |
| Border to Coast Pensions Partnership Ltd |
Leeds, United Kingdom |
Q2 2024 |
80 |
$4.24B |
| Borer Denton & Associates, Inc. |
Blue Bell, Pennsylvania |
Q2 2024 |
56 |
$275M |
| Bornite Capital Management LP |
New York, New York |
Q2 2024 |
39 |
$607M |
| BOS Asset Management, LLC |
Springfield, Illinois |
Q2 2024 |
153 |
$217M |
| B.O.S.S. Retirement Advisors, LLC |
Lehi, Utah |
Q2 2024 |
167 |
$391M |
| BOSTON ADVISORS LLC |
Boston, Massachusetts |
Q3 2019 |
596 |
$1.91B |
| Boston Common Asset Management, LLC |
Boston, Massachusetts |
Q2 2024 |
314 |
$3.9B |
| BOSTON FAMILY OFFICE LLC |
Boston, Massachusetts |
Q2 2024 |
264 |
$1.39B |
| BOSTON FINANCIAL MANGEMENT LLC |
Boston, Massachusetts |
Q2 2024 |
325 |
$3.14B |
| BOSTON MOUNTAIN MONEY MANAGEMENT INC |
Bentonville, Arkansas |
Q2 2024 |
61 |
$152M |
| Boston Partners |
Boston, Massachusetts |
Q2 2024 |
702 |
$80.2B |
| BOSTON PRIVATE BANK & TRUST CO |
Boston, Massachusetts |
Q1 2015 |
1023 |
$2.17B |
| BOSTON PROVIDENT, L.P. |
Englewood, New Jersey |
Q3 2015 |
47 |
$117M |
| BOSTON RESEARCH & MANAGEMENT INC |
Manchester, Massachusetts |
Q2 2024 |
113 |
$395M |
| Boston Standard Wealth Management, LLC |
Winchester, Massachusetts |
Q2 2024 |
47 |
$455M |
| Boston Trust Walden Corp |
Boston, Massachusetts |
Q2 2024 |
378 |
$13.5B |
| BOSUN ASSET MANAGEMENT, LLC |
Chicago, Illinois |
Q2 2024 |
155 |
$167M |
| Bouchey Financial Group Ltd |
Troy, New York |
Q2 2024 |
148 |
$1.05B |
| Boulder Wealth Advisors, LLC |
Boulder, Colorado |
Q4 2022 |
117 |
$112M |
| Boundary Creek Advisors LP |
New York, New York |
Q2 2024 |
19 |
$210M |
| BOURGEON CAPITAL MANAGEMENT LLC |
Darien, Connecticut |
Q2 2024 |
109 |
$510M |
| BOURNE LENT ASSET MANAGEMENT INC |
Pawling, New York |
Q2 2024 |
61 |
$261M |
| Boussard & Gavaudan Investment Management LLP |
London, United Kingdom |
Q2 2024 |
70 |
$241M |
| Bouvel Investment Partners, LLC |
Phoenixville, Pennsylvania |
Q2 2024 |
77 |
$259M |
| BOWEN HANES & CO INC |
Ponte Vedra Beach, Florida |
Q2 2024 |
149 |
$3.61B |
| Bowie Capital Management, LLC |
Richardson, Texas |
Q2 2024 |
30 |
$1.53B |
| Bowling Portfolio Management LLC |
Cincinnati, Ohio |
Q3 2022 |
183 |
$364M |
| Bowman & Co S.C. |
Oshkosh, Wisconsin |
Q2 2024 |
99 |
$173M |
| BOW STREET LLC |
New York, New York |
Q3 2016 |
4 |
$52.4M |
| Boxer Capital, LLC |
San Diego, California |
Q2 2024 |
61 |
$1.9B |
| Boxwood Ventures, Inc. |
Chicago, Illinois |
Q2 2024 |
24 |
$62.3M |
| BOYAR ASSET MANAGEMENT INC. |
New York, New York |
Q2 2024 |
78 |
$146M |
| Boyce & Associates Wealth Consulting, Inc. |
Cedar Park, Texas |
Q2 2024 |
68 |
$85.1M |
| BOYD WATTERSON ASSET MANAGEMENT LLC/OH |
Cleveland, Ohio |
Q2 2024 |
441 |
$350M |
| Boyd Wealth Management, LLC |
Sacramento, California |
Q2 2024 |
44 |
$181M |
| Boyle Capital Management, L.L.C. |
West Des Moines, Iowa |
Q3 2016 |
21 |
$73.5M |
| BP CAPITAL FUND ADVISORS, LLC |
Dallas, Texas |
Q4 2019 |
35 |
$98.3M |
| Bpifrance SA |
Maisons Alfort, Cedex, France |
Q2 2024 |
5 |
$4.09B |
| BP PLC |
London, United Kingdom |
Q2 2024 |
2 |
$13.6M |
| BPV Resources, LLC |
Orlando, Florida |
Q2 2015 |
9 |
$8.8M |
| Bracebridge Capital, LLC |
Boston, Massachusetts |
Q2 2024 |
36 |
$199M |
| Bradley & Co. Private Wealth Management, LLC |
Miami, Florida |
Q2 2024 |
182 |
$135M |
| BRADLEY FOSTER & SARGENT INC/CT |
Hartford, Connecticut |
Q2 2024 |
444 |
$5.55B |
| Bradley Mark J. |
Wausau, Wisconsin |
Q2 2023 |
42 |
$101M |
| BRADY FAMILY WEALTH, LLC |
Saint Louis, Missouri |
Q2 2024 |
116 |
$310M |
| Braemar Energy Ventures III, LP |
New York, New York |
Q3 2023 |
2 |
$37.9M |
| Braeside Investments, LLC |
Dallas, Texas |
Q3 2014 |
17 |
$69.6M |
| Bragg Financial Advisors, Inc |
Charlotte, North Carolina |
Q2 2024 |
315 |
$2.24B |
| Brahman Capital Corp. |
New York, New York |
Q3 2023 |
24 |
$275M |
| BRAIDWELL LP |
Stamford, Connecticut |
Q2 2024 |
75 |
$3.19B |
| Brainard Capital Management LLC |
Austin, Texas |
Q1 2023 |
100 |
$131M |
| Bramshill Investments, LLC |
Naples, Florida |
Q2 2024 |
169 |
$919M |
| Brand Asset Management Group, Inc. |
Chesterfield, Missouri |
Q2 2024 |
80 |
$237M |
| BRANDES INVESTMENT PARTNERS, LP |
La Jolla, California |
Q2 2024 |
187 |
$8.12B |
| Brandywine Global Investment Management, LLC |
Philadelphia, Pennsylvania |
Q2 2024 |
686 |
$13.4B |
| BRANDYWINE MANAGERS, LLC |
Hockessin, Delaware |
Q2 2024 |
36 |
$94.5M |
| BRANDYWINE OAK PRIVATE WEALTH LLC |
Kennett Square, Pennsylvania |
Q2 2024 |
226 |
$972M |
| BRANDYWINE TRUST CO |
Hockessin, Delaware |
Q2 2024 |
31 |
$602M |
| BRANT POINT INVESTMENT MANAGEMENT LLC |
New York, New York |
Q2 2024 |
80 |
$425M |
| BRASADA CAPITAL MANAGEMENT, LP |
Houston, Texas |
Q2 2024 |
133 |
$565M |
| Braslyn Ltd. |
Lyford Cay, New Providence, Bahamas |
Q2 2024 |
2 |
$8.35M |
| BRASS TAX WEALTH MANAGEMENT, INC |
Cincinnati, Ohio |
Q2 2024 |
78 |
$279M |
| Bratton Capital Management, L.P. |
Fort Worth, Texas |
Q2 2024 |
1 |
$25.5M |
| Braun-Bostich & Associates Inc. |
Canonsburg, Pennsylvania |
Q2 2024 |
110 |
$135M |
| BRAUN STACEY ASSOCIATES INC |
New York, New York |
Q2 2024 |
118 |
$2.53B |
| BRAVE ASSET MANAGEMENT INC |
Summit, New Jersey |
Q2 2024 |
158 |
$393M |
| Braver Wealth Management, LLC |
Needham, Massachusetts |
Q4 2016 |
145 |
$616M |
| Brave Warrior Advisors, LLC |
New York, New York |
Q2 2024 |
27 |
$4.51B |
| Bray Capital Advisors |
Naples, Florida |
Q2 2024 |
255 |
$399M |
| BRC Investment Management LLC |
Greenwood Village, Colorado |
Q3 2016 |
176 |
$593M |
| BREACH INLET CAPITAL MANAGEMENT, LLC |
Mt. Pleasant, South Carolina |
Q2 2024 |
11 |
$122M |
| BREAKLINE CAPITAL LLC |
New York, New York |
Q4 2022 |
26 |
$91.1M |
| Breakout Capital Partners, LP |
New York, New York |
Q2 2024 |
6 |
$82.9M |
| Breakwater Capital Group |
Paramus, New Jersey |
Q2 2024 |
276 |
$441M |
| Breakwater Investment Management |
Seattle, Washington |
Q2 2024 |
316 |
$224M |
| Bredin Investment LLC |
Wilmington, Delaware |
Q4 2019 |
75 |
$122M |
| Breed's Hill Capital LLC |
Charlestown, Massachusetts |
Q2 2024 |
92 |
$113M |
| Bregal Investments, Inc. |
New York, New York |
Q3 2022 |
1 |
$60.8M |
| Bregal North America General Partner Jersey Ltd |
St. Helier, Jersey |
Q3 2023 |
1 |
$55.4M |
| Bregal Sagemount I, L.P. |
St. Helier, Jersey |
Q3 2023 |
1 |
$55.4M |
| Bregal Sagemount Management LP |
New York, New York |
Q3 2023 |
1 |
$55.4M |
| BREITER CAPITAL MANAGEMENT INC |
Bradenton, Florida |
Q1 2022 |
134 |
$202M |
| Breithorn Capital Management |
New York, New York |
Q2 2017 |
45 |
$141M |
| Bremer Bank National Association |
St Paul, Minnesota |
Q2 2024 |
178 |
$512M |
| BREMER TRUST NATIONAL ASSOCIATION |
St. Cloud, Minnesota |
Q4 2018 |
737 |
$458M |
| Brendel Financial Advisors LLC |
Hanover, New Hampshire |
Q2 2024 |
88 |
$157M |
| Breogan Capital, LP |
New York, New York |
Q2 2018 |
17 |
$52.2M |
| Brevan Howard Capital Management LP |
St. Helier, Jersey |
Q2 2024 |
970 |
$1.53B |
| Brewster Financial Planning LLC |
Brooklyn, New York |
Q2 2024 |
19 |
$119M |
| Briar Hall Management LLC |
Nashville, Tennessee |
Q2 2024 |
1 |
$6.2B |
| Briaud Financial Planning, Inc |
College Station, Texas |
Q2 2024 |
133 |
$173M |
| Brick & Kyle, Associates |
Newtown, Pennsylvania |
Q2 2024 |
61 |
$242M |
| Brickley Wealth Management |
San Mateo, California |
Q2 2024 |
46 |
$457M |
| Bricktown Capital, LLC |
Detroit, Michigan |
Q2 2024 |
50 |
$491M |
| Bridge Advisory, LLC |
Pasadena, California |
Q2 2024 |
97 |
$203M |
| Bridge City Capital, LLC |
Lake Oswego, Oregon |
Q2 2024 |
110 |
$298M |
| Bridge Creek Capital Management LLC |
West Barnstable, Massachusetts |
Q2 2024 |
102 |
$311M |
| Bridgecreek Investment Management, LLC |
Tulsa, Oklahoma |
Q4 2023 |
94 |
$516M |
| Bridgefront Capital, LLC |
Austin, Texas |
Q2 2024 |
465 |
$240M |
| BRIDGER MANAGEMENT, LLC |
New York, New York |
Q2 2024 |
28 |
$194M |
| BRIDGES INVESTMENT COUNSEL INC/ |
Omaha, Nebraska |
Q4 2017 |
127 |
$181M |
| BRIDGES INVESTMENT MANAGEMENT INC |
Omaha, Nebraska |
Q2 2024 |
389 |
$6.57B |
| Bridgewater Advisors Inc. |
New York, New York |
Q2 2024 |
132 |
$806M |
| Bridgewater Associates, LP |
Westport, Connecticut |
Q2 2024 |
877 |
$19.2B |
| Bridgewater Wealth & Financial Management, LLC |
Bethesda, Maryland |
Q4 2017 |
27 |
$251M |
| BRIDGEWAY CAPITAL MANAGEMENT, LLC |
Houston, Texas |
Q2 2024 |
1263 |
$4.27B |
| Bridgewealth Advisory Group, LLC |
Fresno, California |
Q2 2024 |
72 |
$226M |
| Bridgeworth, LLC |
Birmingham, Alabama |
Q4 2023 |
177 |
$1.01B |
| BRIGADE CAPITAL MANAGEMENT, LP |
New York, New York |
Q2 2024 |
15 |
$119M |
| BRIGGS ADVISORY GROUP, INC. |
Lincoln, Rhode Island |
Q3 2023 |
60 |
$175M |
| BRIGHTFIELD CAPITAL MANAGEMENT LLC |
New York, New York |
Q3 2015 |
21 |
$31.2M |
| BRIGHT FINANCIAL ADVISORS, INC. |
Portage, Michigan |
Q2 2024 |
49 |
$142M |
| Bright Futures Wealth Management, LLC. |
Webster, Ny 14580, New York |
Q2 2024 |
209 |
$177M |
| BRIGHTLIGHT CAPITAL MANAGEMENT LP |
Westport, Connecticut |
Q2 2024 |
12 |
$187M |
| BRIGHTLINE CAPITAL MANAGEMENT, LLC |
Miami, Florida |
Q2 2024 |
19 |
$201M |
| BRIGHTON JONES LLC |
Seattle, Washington |
Q2 2024 |
634 |
$3.03B |
| BRIGHT ROCK CAPITAL MANAGEMENT, LLC |
Hanover, Massachusetts |
Q2 2024 |
70 |
$474M |
| BRIGHT VALLEY CAPITAL Ltd |
Hong Kong, Hong Kong |
Q2 2024 |
11 |
$88.7M |
| Brightworth |
Atlanta, Georgia |
Q3 2022 |
126 |
$933M |
| B. Riley Financial, Inc. |
Los Angeles, California |
Q2 2024 |
16 |
$123M |
| B. Riley Wealth Advisors, Inc. |
Boca Raton, Florida |
Q2 2024 |
1379 |
$3.93B |
| B. Riley Wealth Management, Inc. |
Memphis, Tennessee |
Q2 2022 |
628 |
$1.01B |
| BRILLIANCE ASSET MANAGEMENT LTD |
Central, Hong Kong, Hong Kong |
Q2 2024 |
15 |
$398M |
| BRINKER CAPITAL INC |
Berwyn, Pennsylvania |
Q2 2020 |
930 |
$3.13B |
| Brinker Capital Investments, LLC |
Berwyn, Pennsylvania |
Q4 2022 |
1347 |
$5.02B |
| Brio Consultants, LLC |
San Francisco, California |
Q2 2024 |
96 |
$606M |
| Bristlecone Advisors, LLC |
Bellevue, Washington |
Q2 2024 |
290 |
$1.17B |
| Bristol Advisors, LLC |
Conshohocken, Pennsylvania |
Q1 2019 |
25 |
$43M |
| Bristol County Savings Bank |
Taunton, Massachusetts |
Q4 2017 |
65 |
$107M |
| Bristol Gate Capital Partners Inc. |
Toronto, Ontario, Canada |
Q2 2024 |
31 |
$2.02B |
| BRISTOL JOHN W & CO INC /NY/ |
New York, New York |
Q2 2024 |
64 |
$6.18B |
| BRITISH COLUMBIA INVESTMENT MANAGEMENT Corp |
Victoria, British Columbia, Canada |
Q2 2024 |
732 |
$16.6B |
| Broad Bay Capital Management, LP |
New York, New York |
Q2 2024 |
20 |
$731M |
| Broadcrest Asset Management, LLC |
Winter Park, Florida |
Q2 2024 |
5 |
$81.3M |
| Broadfin Capital, LLC |
New York, New York |
Q4 2019 |
40 |
$747M |
| Broadleaf Partners, LLC |
Hudson, Ohio |
Q2 2024 |
75 |
$413M |
| Broad Peak Investment Advisers Pte Ltd |
Singapore, Singapore |
Q2 2024 |
13 |
$425M |
| Broad Peak Investment Holdings Ltd. |
Singapore, Singapore |
Q1 2024 |
21 |
$531M |
| Broad Run Investment Management, LLC |
Arlington, Virginia |
Q2 2024 |
25 |
$730M |
| BROADVIEW ADVISORS LLC |
Milwaukee, Wisconsin |
Q2 2019 |
70 |
$324M |
| Broadview Financial Management, LLC |
Wauwatosa, Wisconsin |
Q2 2024 |
40 |
$137M |
| BROADWOOD CAPITAL INC |
New York, New York |
Q2 2024 |
7 |
$1.32B |
| Broderick Brian C |
Boston, Massachusetts |
Q2 2024 |
81 |
$490M |
| BROGAN FINANCIAL, INC. |
Knoxville, Tennessee |
Q2 2024 |
46 |
$159M |
| Bromfield Sneider Wealth Advisors |
Westwood, Massachusetts |
Q1 2024 |
104 |
$162M |
| Bronson Point Management LLC |
Fairfield, Connecticut |
Q3 2022 |
1 |
$8.26M |
| Bronte Capital Management Pty Ltd. |
Bondi Junction, Australia |
Q2 2024 |
28 |
$1.28B |
| BROOKFIELD Corp /ON/ |
Toronto, Ontario, Canada |
Q2 2024 |
108 |
$15.9B |
| Brooklyn FI, LLC |
New York, New York |
Q2 2024 |
59 |
$256M |
| Brooklyn Investment Group |
Brooklyn, New York |
Q2 2024 |
229 |
$211M |
| Brookmont Capital Management |
Dallas, Texas |
Q2 2024 |
54 |
$183M |
| Brookside Equity Partners LLC |
Stamford, Connecticut |
Q3 2023 |
3 |
$22.5M |
| BROOKS, MOORE & ASSOCIATES, INC. |
Chattanooga, Tennessee |
Q2 2024 |
88 |
$155M |
| Brookstone Capital Management |
Wheaton, Illinois |
Q2 2024 |
950 |
$5.98B |
| BROOKTREE CAPITAL MANAGEMENT |
Gand Rapids, Michigan |
Q2 2024 |
23 |
$117M |
| Brouwer & Janachowski, LLC |
Mill Valley, California |
Q3 2021 |
66 |
$574M |
| BROWN ADVISORY INC |
Baltimore, Maryland |
Q2 2024 |
1224 |
$76.5B |
| BROWN BROTHERS HARRIMAN & CO |
New York, New York |
Q2 2024 |
1142 |
$13.3B |
| BROWN CAPITAL MANAGEMENT LLC |
Baltimore, Maryland |
Q2 2024 |
130 |
$4.95B |
| Brown Financial Advisors |
Milford, Ohio |
Q2 2024 |
219 |
$224M |
| Brown Financial Advisory |
Fairhope, Alabama |
Q2 2024 |
32 |
$130M |
| BROWNING WEST LP |
Los Angeles, California |
Q2 2024 |
2 |
$879M |
| BROWN, LISLE/CUMMINGS, INC. |
Providence, Rhode Island |
Q2 2024 |
613 |
$307M |
| Brown Miller Wealth Management, LLC |
Mclean, Virginia |
Q2 2024 |
122 |
$241M |
| Brown Shipley& Co Ltd |
London, United Kingdom |
Q2 2024 |
79 |
$220M |
| Brown University |
Providence, Rhode Island |
Q2 2024 |
10 |
$265M |
| BROWN WEALTH MANAGEMENT, LLC |
Naperville, Illinois |
Q2 2024 |
89 |
$248M |
| BRR OpCo, LLC |
Columbus, Ohio |
Q3 2022 |
219 |
$814M |
| Bruce & Co., Inc. |
Chicago, Illinois |
Q2 2024 |
40 |
$304M |
| Bruce G. Allen Investments, LLC |
Denver, Colorado |
Q2 2024 |
986 |
$119M |
| Bruderman Asset Management, LLC |
Locust Valley, New York |
Q2 2022 |
64 |
$55.7M |
| BRUNI J V & CO /CO |
Colorado Springs, Colorado |
Q2 2024 |
29 |
$803M |
| BRX Global LP |
New York, New York |
Q2 2024 |
5 |
$136M |
| Bryant Woods Investment Advisors, LLC |
Getzville, New York |
Q2 2024 |
42 |
$64.9M |
| Bryn Mawr Capital Management, LLC |
Philadelphia, Pennsylvania |
Q2 2024 |
387 |
$1.81B |
| BRYN MAWR TRUST Co |
Berwyn, Pennsylvania |
Q2 2024 |
361 |
$2.61B |
| BSN Capital Partners Ltd |
London, United Kingdom |
Q2 2024 |
6 |
$1.53B |
| B.S. Pension Fund Trustee Ltd acting for the British Steel Pension Fund |
London, United Kingdom |
Q3 2021 |
23 |
$410M |
| BSW Wealth Partners |
Boulder, Colorado |
Q2 2024 |
296 |
$609M |
| B & T Capital Management DBA Alpha Capital Management |
Austin, Texas |
Q2 2024 |
114 |
$514M |
| BTC Capital Management, Inc. |
Des Moines, Iowa |
Q2 2024 |
210 |
$1.08B |
| BTG Pactual Asset Management US LLC |
New York, New York |
Q2 2024 |
111 |
$399M |
| BTR CAPITAL MANAGEMENT INC |
Oakland, California |
Q3 2022 |
162 |
$641M |
| BTS Asset Management, Inc. |
Lincoln, Massachusetts |
Q2 2024 |
22 |
$107M |
| BT Wealth Management LLC |
Atlanta, Georgia |
Q2 2022 |
65 |
$356M |
| BUCKHEAD CAPITAL MANAGEMENT LLC |
Atlanta, Georgia |
Q2 2024 |
118 |
$295M |
| Buckingham Capital Management, Inc. |
Dayton, Ohio |
Q2 2024 |
135 |
$836M |
| BUCKINGHAM STRATEGIC PARTNERS, LLC |
Saint Louis, Missouri |
Q2 2024 |
638 |
$3.81B |
| BUCKINGHAM STRATEGIC WEALTH, LLC |
Clayton, Missouri |
Q2 2024 |
765 |
$9.66B |
| Buckley Wealth Management, LLC |
Las Vegas, Nevada |
Q2 2024 |
101 |
$316M |
| Buck Wealth Strategies, LLC |
Denver, Colorado |
Q2 2024 |
68 |
$339M |
| Buffington Mohr McNeal |
Boise, Idaho |
Q2 2024 |
123 |
$570M |
| BUILDER INVESTMENT GROUP INC /ADV |
Atlanta, Georgia |
Q2 2024 |
100 |
$367M |
| Bulldog Investors, LLP |
Saddle Brook, New Jersey |
Q2 2024 |
142 |
$268M |
| Bull Oak Capital, LLC |
San Diego, California |
Q2 2024 |
45 |
$155M |
| Bullseye Asset Management LLC |
Denver, Colorado |
Q2 2024 |
60 |
$204M |
| Bullseye Investment Management, LLC |
Cincinnati, Ohio |
Q2 2024 |
72 |
$149M |
| Bull Street Advisors, LLC |
Savannah, Georgia |
Q2 2024 |
91 |
$207M |
| Bulltick Wealth Management, LLC |
Miami, Florida |
Q2 2024 |
89 |
$357M |
| Burford Brothers, Inc. |
Dallas, Texas |
Q2 2024 |
151 |
$172M |
| Burford Capital Investment Management LLC |
Chicago, Illinois |
Q3 2020 |
1 |
$6.17M |
| Burgundy Asset Management Ltd. |
Toronto, Ontario, Canada |
Q2 2024 |
103 |
$9.48B |
| BURKE & HERBERT BANK & TRUST CO |
Alexandria, Virginia |
Q2 2024 |
227 |
$411M |
| BURKETT FINANCIAL SERVICES, LLC |
Rock Hill, South Carolina |
Q2 2024 |
194 |
$195M |
| Burleson & Company, LLC |
Petaluma, California |
Q4 2022 |
412 |
$400M |
| BURNEY CO/ |
Reston, Virginia |
Q2 2024 |
593 |
$2.62B |
| BURNHAM ASSET MANAGEMENT CORP /NY/ |
New York, New York |
Q2 2016 |
202 |
$359M |
| BURNS J W & CO INC/NY |
Dewitt, New York |
Q2 2024 |
184 |
$741M |
| Burns Matteson Capital Management, LLC |
Corning, New York |
Q2 2024 |
157 |
$143M |
| BURR FINANCIAL SERVICES, LLC |
Pleasant Hill, California |
Q2 2024 |
29 |
$143M |
| Burt Wealth Advisors |
North Bethesda, Maryland |
Q2 2024 |
111 |
$379M |
| Busey Bank |
Urbana, Illinois |
Q2 2024 |
341 |
$2.92B |
| BUSH INVESTMENT GROUP, LLC |
Valdosta, Georgia |
Q2 2024 |
30 |
$116M |
| BUSH ODONNELL INVESTMENT ADVISORS INC |
St Louis, Missouri |
Q3 2018 |
26 |
$65.2M |
| Buska Wealth Management, LLC |
Wausau, Wisconsin |
Q1 2024 |
55 |
$252M |
| BUTENSKY & COHEN FINANCIAL SECURITY, INC |
Ponte Vedra Beach, Florida |
Q2 2024 |
95 |
$314M |
| Buttonwood Financial Advisors Inc. |
Baltimore, Maryland |
Q2 2024 |
99 |
$212M |
| Buttonwood Financial Group, LLC |
Kansas City, Missouri |
Q2 2024 |
29 |
$175M |
| BVF INC/IL |
San Francisco, California |
Q2 2024 |
60 |
$3.57B |
| BWCP, LP |
Dallas, Texas |
Q2 2024 |
21 |
$398M |
| BW Gestao de Investimentos Ltda. |
Sao Paulo, Brazil |
Q2 2024 |
60 |
$758M |
| Byrne Asset Management LLC |
Kingston, New Jersey |
Q2 2024 |
534 |
$140M |