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 |