| Oak Asset Management, LLC |
Westlake Village, California |
Q2 2024 |
101 |
$273M |
| OAK ASSOCIATES LTD /OH/ |
Akron, Ohio |
Q2 2024 |
133 |
$1.51B |
| OAKBROOK INVESTMENTS LLC |
Lisle, Illinois |
Q1 2020 |
78 |
$39.2M |
| Oakcliff Capital Partners, LP |
New York, New York |
Q2 2024 |
10 |
$187M |
| OAK FAMILY ADVISORS, LLC |
Chicago, Illinois |
Q2 2024 |
122 |
$263M |
| Oak Grove Capital LLC |
North Hampton, New Hampshire |
Q2 2024 |
52 |
$390M |
| OAK HARBOR WEALTH PARTNERS, LLC |
Raleigh, North Carolina |
Q2 2024 |
216 |
$318M |
| Oak Harvest Investment Services |
Houston, Texas |
Q2 2024 |
114 |
$588M |
| OAK HILL ADVISORS LP |
New York, New York |
Q2 2024 |
11 |
$708M |
| OAK HILL CAPITAL MANAGEMENT, LLC |
New York, New York |
Q2 2024 |
1 |
$312M |
| OAK HILL WEALTH ADVISORS, LLC |
Lansdowne, Virginia |
Q2 2024 |
114 |
$330M |
| Oakhurst Advisors,LLC |
Los Angeles, California |
Q4 2022 |
5 |
$21.3M |
| OAKMONT Corp |
Los Angeles, California |
Q2 2024 |
32 |
$455M |
| Oak Point Wealth Management |
Portage, Michigan |
Q1 2018 |
196 |
$98M |
| OAK RIDGE INVESTMENTS LLC |
Chicago, Illinois |
Q2 2024 |
146 |
$1.05B |
| Oak Root LLC |
Santa Barbara, California |
Q2 2024 |
15 |
$750M |
| Oak Thistle LLC |
New York, New York |
Q2 2024 |
286 |
$135M |
| OAKTOP CAPITAL MANAGEMENT II, L.P. |
Chatham, New Jersey |
Q2 2024 |
16 |
$976M |
| OAKTREE CAPITAL MANAGEMENT LP |
Los Angeles, California |
Q2 2024 |
148 |
$5.8B |
| Oaktree Fund Advisors, LLC |
Los Angles, California |
Q2 2024 |
46 |
$107M |
| OAKVIEW CAPITAL MANAGEMENT, L.P. |
Dallas, Texas |
Q2 2024 |
15 |
$31.8M |
| Oakwell Private Wealth Management, LLC |
Austin, Texas |
Q2 2024 |
65 |
$354M |
| OAKWOOD CAPITAL MANAGEMENT LLC/CA |
Los Angeles, California |
Q2 2021 |
60 |
$388M |
| Oakworth Capital, Inc. |
Birmingham, Alabama |
Q2 2024 |
721 |
$1.37B |
| OARSMAN CAPITAL, INC. |
Milwaukee, Wisconsin |
Q2 2024 |
230 |
$454M |
| Oasis Management Co Ltd. |
Grand Cayman, Cayman Islands |
Q2 2024 |
64 |
$299M |
| OBERMEYER WOOD INVESTMENT COUNSEL, LLLP |
Aspen, Colorado |
Q2 2024 |
246 |
$1.74B |
| OBERNDORF WILLIAM E |
San Francisco, California |
Q2 2024 |
9 |
$57M |
| OBERWEIS ASSET MANAGEMENT INC/ |
Lisle, Illinois |
Q2 2024 |
195 |
$1.63B |
| OBH Inc. |
San Antonio, Texas |
Q3 2014 |
1 |
$6.09K |
| Objective Capital Management, LLC |
Pepper Pike, Ohio |
Q1 2024 |
137 |
$148M |
| Objectivity Squared, LLC |
Charleston, South Carolina |
Q2 2024 |
48 |
$131M |
| O'Brien Greene & Co. Inc |
Media, Pennsylvania |
Q2 2024 |
138 |
$316M |
| O'Brien Wealth Partners LLC |
Waltham, Massachusetts |
Q2 2024 |
62 |
$445M |
| Obsidian Personal Planning Solutions LLC |
Rockville, Maryland |
Q2 2024 |
97 |
$164M |
| Obvious Management Services, L.L.C. |
San Francisco, California |
Q3 2022 |
1 |
$42.4M |
| Occidental Asset Management, LLC |
Burlingame, California |
Q2 2024 |
207 |
$570M |
| OCCUDO QUANTITATIVE STRATEGIES LP |
Fort Lauderdale, Florida |
Q2 2024 |
715 |
$564M |
| OCEAN ARETE LTD |
Hong Kong, Hong Kong |
Q3 2023 |
1 |
$6.31M |
| Ocean Endowment Partners, LLC |
Chicago, Illinois |
Q3 2021 |
7 |
$5.45M |
| Oceanic Investment Management LTD |
Douglas, Isle Of Man |
Q3 2018 |
27 |
$47M |
| Ocean Park Asset Management, LLC |
Santa Monica, California |
Q2 2024 |
76 |
$2.11B |
| Oceanside Advisors LLC |
Mount Pleasant, South Carolina |
Q2 2024 |
47 |
$124M |
| OCO Capital Partners, L.P. |
New York, New York |
Q2 2024 |
3 |
$117M |
| OCONNOR, A Distinct Business Unit of UBS ASSET MANAGEMENT AMERICAS (LLC) |
Chicago, Illinois |
Q2 2024 |
415 |
$1.58B |
| O'Connor Financial Group LLC |
Quincy, Illinois |
Q2 2024 |
52 |
$172M |
| Octagon Capital Advisors LP |
New York, New York |
Q2 2024 |
44 |
$606M |
| Octahedron Capital Management L.P. |
Hillsborough, California |
Q2 2024 |
19 |
$99.7M |
| Octavia Wealth Advisors, LLC |
Cincinnati, Ohio |
Q2 2024 |
214 |
$734M |
| O'Dell Group, LLC |
Cincinnati, Ohio |
Q2 2024 |
90 |
$405M |
| Oder Investment Management, LLC |
Woodland Hills, California |
Q2 2024 |
88 |
$110M |
| Odey Asset Management Group Ltd |
London, United Kingdom |
Q1 2023 |
24 |
$381M |
| Odey Asset Management LLP |
London, United Kingdom, United Kingdom |
Q3 2023 |
42 |
$80.1M |
| Odey Holdings AG |
Zurich, Switzerland, Switzerland |
Q1 2021 |
22 |
$11.1M |
| ODonnell Financial Services, LLC |
San Rafael, California |
Q2 2024 |
38 |
$225M |
| OECHSLE INTERNATIONAL ADVISORS, LLC |
Boston, Massachusetts |
Q3 2015 |
5 |
$61.6M |
| OEP CAPITAL ADVISORS, L.P. |
New York, New York |
Q2 2024 |
2 |
$139M |
| OFFIT CAPITAL ADVISORS LLC |
New York, New York |
Q3 2023 |
1 |
$60.1M |
| OFI INVEST ASSET MANAGEMENT |
Paris, France |
Q2 2024 |
365 |
$3.76B |
| OGBORNE CAPITAL MANAGEMENT, LLC |
San Francisco, California |
Q2 2024 |
13 |
$323M |
| OGOREK ANTHONY JOSEPH /NY/ /ADV |
Williamsville, New York |
Q2 2024 |
268 |
$288M |
| Ohio National Investments, Inc. |
Montgomery, Ohio |
Q1 2016 |
444 |
$547M |
| OIKOS HOLDINGS LLC |
New York, New York |
Q2 2024 |
9 |
$422M |
| OKABENA INVESTMENT SERVICES INC |
Minneapolis, Minnesota |
Q2 2024 |
110 |
$315M |
| O'Keefe Stevens Advisory, Inc. |
Rochester, New York |
Q2 2024 |
69 |
$299M |
| Old Bellows Partners LP |
New York, New York |
Q3 2018 |
2 |
$9.01M |
| OLD DOMINION CAPITAL MANAGEMENT INC |
Charlottesville, Virginia |
Q3 2021 |
170 |
$467M |
| Oldfather Financial Services, LLC |
Kearney, Nebraska |
Q2 2024 |
72 |
$244M |
| Oldfield Partners LLP |
London, United Kingdom |
Q2 2024 |
29 |
$529M |
| OLD MISSION CAPITAL LLC |
Chicago, Illinois |
Q2 2024 |
837 |
$3.81B |
| OLD MISSION CAPITAL, LLC |
Chicago, Illinois |
Q4 2020 |
508 |
$1.62B |
| OLD MUTUAL CUSTOMISED SOLUTIONS (PROPRIETARY) LTD |
Pinelands, South Africa |
Q2 2018 |
754 |
$1B |
| OLD NATIONAL BANCORP /IN/ |
Evansville, Indiana |
Q2 2024 |
623 |
$4.25B |
| Old North State Trust, LLC |
Greensboro, North Carolina |
Q2 2024 |
129 |
$116M |
| OLD POINT TRUST & FINANCIAL SERVICES N A |
Newport News, Virginia |
Q2 2024 |
356 |
$258M |
| Old Port Advisors |
Portland, Maine |
Q2 2024 |
225 |
$335M |
| OLD REPUBLIC INTERNATIONAL CORP |
Chicago, Illinois |
Q2 2024 |
54 |
$2.46B |
| OLD SECOND NATIONAL BANK OF AURORA |
Aurora, Illinois |
Q2 2024 |
338 |
$390M |
| Old Well Partners, LLC |
Charlotte, North Carolina |
Q2 2024 |
31 |
$84.8M |
| Old West Investment Management, LLC |
Los Angeles, California |
Q2 2024 |
58 |
$227M |
| OLIO Financial Planning |
Mclean, Virginia |
Q2 2024 |
52 |
$236M |
| Olistico Wealth, LLC |
Tulsa, Oklahoma |
Q2 2024 |
302 |
$157M |
| OLIVER LAGORE VANVALIN INVESTMENT GROUP |
Flint, Michigan |
Q2 2024 |
724 |
$349M |
| Oliver Luxxe Assets LLC |
Gladstone, New Jersey |
Q2 2024 |
182 |
$471M |
| OLP CAPITAL MANAGEMENT Ltd |
Causeway Bay, Hong Kong |
Q2 2024 |
5 |
$668M |
| Olstein Capital Management, L.P. |
Purchase, New York |
Q2 2024 |
99 |
$562M |
| Olympiad Research LP |
Stamford, Connecticut |
Q2 2024 |
341 |
$136M |
| OLYMPUS WEALTH MANAGEMENT, LLC |
Cottonwood Heights, Utah |
Q2 2024 |
17 |
$320M |
| OMC Financial Services LTD |
Dewitt, New York |
Q2 2024 |
60 |
$212M |
| Omega Advisors Inc. |
New York, New York |
Q4 2018 |
35 |
$1.02B |
| Omega Financial Group, LLC |
Santa Barbara, California |
Q2 2024 |
82 |
$247M |
| Omega Fund Management, LLC |
Boston, Massachusetts |
Q2 2024 |
11 |
$135M |
| OMERS ADMINISTRATION Corp |
Toronto, Ontario, Canada |
Q2 2024 |
1028 |
$10.4B |
| OMNI 360 Wealth, Inc. |
Plainsboro, New Jersey |
Q2 2024 |
112 |
$135M |
| Omnia Family Wealth, LLC |
Aventura, Florida |
Q2 2024 |
78 |
$236M |
| OMNI PARTNERS LLP |
London, United Kingdom |
Q1 2021 |
246 |
$2.02B |
| Omni Partners US LLC |
Irvine, California |
Q3 2021 |
244 |
$1.95B |
| OmniStar Financial Group, Inc. |
Wilmington, North Carolina |
Q2 2024 |
117 |
$110M |
| OMT Capital Management LLC |
San Francisco, California |
Q4 2015 |
35 |
$51.7M |
| Once Capital Management, LLC |
New York, New York |
Q2 2024 |
23 |
$202M |
| One01 Capital, LP |
Burlingame, California |
Q3 2023 |
25 |
$82.3M |
| ONE Advisory Partners, LLC |
Overland Park, Kansas |
Q2 2024 |
45 |
$217M |
| OneAscent Financial Services LLC |
Birmingham, Alabama |
Q2 2024 |
250 |
$718M |
| OneAscent Wealth Management LLC |
Birmingham, Alabama |
Q2 2024 |
97 |
$192M |
| One Capital Management, LLC |
Westlake Village, California |
Q2 2024 |
375 |
$2.94B |
| One Charles Private Wealth Services, LLC |
Hingham, Massachusetts |
Q2 2024 |
148 |
$240M |
| One Day In July LLC |
Burlington, Vermont |
Q2 2024 |
132 |
$802M |
| One Degree Advisors Inc |
San Diego, California |
Q2 2024 |
54 |
$207M |
| OneDigital Investment Advisors LLC |
Overland Park, Kansas |
Q2 2024 |
1365 |
$8B |
| One Fin Capital Management LP |
San Francisco, California |
Q2 2024 |
19 |
$252M |
| O'Neil Global Advisors, Inc. |
Los Angeles, California |
Q2 2024 |
50 |
$213M |
| ONE PLUS ONE WEALTH MANAGEMENT, LLC |
Jupiter, Florida |
Q2 2024 |
93 |
$175M |
| One River Asset Management, LLC |
Stamford, Connecticut |
Q2 2024 |
52 |
$184M |
| One Tusk Investment Partners LP |
New York, New York |
Q3 2019 |
12 |
$82M |
| One Wealth Advisors, LLC |
San Francisco, California |
Q2 2024 |
232 |
$463M |
| One Wealth Management Investment & Advisory Services, LLC |
Miami Beach, Florida |
Q2 2024 |
134 |
$250M |
| Onex Canada Asset Management Inc. |
Toronto, Ontario, Canada |
Q2 2024 |
110 |
$862M |
| ONTARIO TEACHERS PENSION PLAN BOARD |
Toronto, Ontario, Canada |
Q2 2024 |
449 |
$10.2B |
| Onyx Bridge Wealth Group LLC |
Tarrytown, New York |
Q2 2024 |
273 |
$609M |
| Onyx Financial Advisors, LLC |
Idaho Falls, Idaho |
Q2 2024 |
13 |
$167M |
| OnyxPoint Global Management LP |
New York, New York |
Q2 2024 |
10 |
$184M |
| Opaleye Management Inc. |
Boston, Massachusetts |
Q2 2024 |
51 |
$438M |
| Opal Wealth Advisors, LLC |
Jericho, New York |
Q2 2024 |
1240 |
$311M |
| Open Field Capital LLC |
New York, United States |
Q3 2014 |
37 |
$66.6M |
| Opera Trading Capital |
Paris, France |
Q4 2018 |
82 |
$409M |
| Operose Advisors LLC |
Milwaukee, Wisconsin |
Q2 2024 |
578 |
$282M |
| Opes Advisors Inc |
Cupertino, California |
Q4 2018 |
43 |
$140M |
| Opes Wealth Management LLC |
Menlo Park, California |
Q2 2024 |
133 |
$479M |
| Ophir Asset Management Pty Ltd |
Sydney, Australia |
Q2 2024 |
33 |
$564M |
| OPINICUS CAPITAL, INC. |
Tampa, Florida |
Q2 2024 |
96 |
$119M |
| OPPENHEIMER ASSET MANAGEMENT INC. |
New York, New York |
Q2 2024 |
1149 |
$7.83B |
| Oppenheimer & Close, LLC |
New York, New York |
Q2 2024 |
56 |
$114M |
| OPPENHEIMER & CO INC |
New York, New York |
Q2 2024 |
1430 |
$6.3B |
| OppenheimerFunds, Inc. |
New York, New York |
Q1 2019 |
1716 |
$79.3B |
| OPSEU Pension Plan Trust Fund |
Toronto, Ontario, Canada |
Q1 2024 |
2 |
$22.4M |
| Optas, LLC |
Austin, Texas |
Q2 2024 |
221 |
$388M |
| Opti Capital Management, LP |
New York, New York |
Q2 2024 |
|
$1.34B |
| OptiFour Integrated Wealth Management, LLC |
Mc Lean, Virginia |
Q4 2019 |
74 |
$145M |
| Optima Fund Management LLC |
New York, New York |
Q2 2019 |
37 |
$58.6M |
| Optimal Asset Management, Inc. |
Los Altos, California |
Q3 2021 |
339 |
$793M |
| OPTIMAS CAPITAL Ltd |
Central, Hong Kong |
Q2 2024 |
22 |
$71.6M |
| Optimist Retirement Group LLC |
Bellevue, Washington |
Q2 2024 |
112 |
$190M |
| OPTIMUM INVESTMENT ADVISORS |
Chicago, Illinois |
Q2 2024 |
636 |
$223M |
| Optimum Quantvest Corp |
Stamford, Connecticut |
Q3 2020 |
16 |
$51.8M |
| Optimus Prime Fund Management Co., Ltd. |
Grand Cayman, Cayman Islands |
Q2 2024 |
25 |
$849M |
| Optiver Holding B.V. |
Amsterdam, Netherlands |
Q2 2024 |
536 |
$5.19B |
| Opus Capital Group, LLC |
Cincinnati, Ohio |
Q2 2024 |
117 |
$701M |
| OPUS INVESTMENT MANAGEMENT INC |
Worcester, Massachusetts |
Q2 2024 |
38 |
$155M |
| Opus Point Partners Management, LLC |
New York, New York |
Q3 2019 |
55 |
$55.3M |
| Oracle Alpha Inc. |
Toronto, Ontario, Canada |
Q1 2024 |
185 |
$55.7M |
| ORACLE INVESTMENT MANAGEMENT INC |
Greenwich, Connecticut |
Q2 2024 |
16 |
$93.2M |
| ORANGE CAPITAL, LLC |
Manhasset, New York |
Q3 2016 |
1 |
$5.5M |
| ORBA Wealth Advisors, L.L.C. |
Chicago, Illinois |
Q2 2024 |
99 |
$193M |
| ORBIMED ADVISORS LLC |
New York, New York |
Q2 2024 |
108 |
$4.66B |
| Orbis Allan Gray Ltd |
Hamilton, Bermuda |
Q2 2024 |
76 |
$16.1B |
| Orbis Financial Ltd |
Tortola, Virgin Islands, British |
Q3 2015 |
2 |
$86.4M |
| ORBIS HOLDINGS LTD |
Hamilton, Bermuda |
Q4 2015 |
83 |
$12.8B |
| Orbitronix, LP |
Newport Beach, California |
Q4 2016 |
22 |
$52.5M |
| Orca Investment Management, LLC |
Roseburg, Oregon |
Q2 2024 |
56 |
$105M |
| Orcam Financial Group |
Encinitas, California |
Q2 2024 |
42 |
$93.2M |
| Orchard Capital Management, LLC |
Chicago, Illinois |
Q2 2024 |
43 |
$331M |
| OREGON PUBLIC EMPLOYEES RETIREMENT FUND |
Tigard, Oregon |
Q2 2024 |
1511 |
$5.05B |
| Orgel Wealth Management, LLC |
Altoona, Wisconsin |
Q2 2024 |
78 |
$3.7B |
| ORG Partners LLC |
Roanoke, Indiana |
Q2 2024 |
1794 |
$804M |
| Oribel Capital Management, LP |
New York, New York |
Q2 2024 |
27 |
$738M |
| Origin Asset Management LLP |
London, United Kingdom |
Q2 2024 |
10 |
$400M |
| Orinda Asset Management LLC |
Lafayette, California |
Q3 2020 |
38 |
$48.7M |
| Orin Green Financial, LLC |
San Diego, California |
Q2 2024 |
77 |
$217M |
| Orion Capital Management LLC |
Coronado, California |
Q2 2024 |
424 |
$190M |
| Orion Investment Co |
St. Louis, Missouri |
Q2 2024 |
64 |
$250M |
| Orion Portfolio Solutions, LLC |
Omaha, Nebraska |
Q2 2024 |
1711 |
$9.47B |
| Orion Resource Partners LP |
New York, New York |
Q2 2024 |
18 |
$662M |
| ORIX CORP |
Tokyo, Japan |
Q2 2024 |
1 |
$479M |
| Orland Properties Ltd |
Road Town, Tortola, Virgin Islands, British |
Q2 2024 |
12 |
$132M |
| ORLEANS CAPITAL MANAGEMENT CORP/LA |
Mandeville, Louisiana |
Q2 2024 |
76 |
$157M |
| O'ROURKE & COMPANY, Inc |
Boston, Massachusetts |
Q2 2024 |
142 |
$178M |
| ORRELL CAPITAL MANAGEMENT INC |
Livermore, California |
Q3 2015 |
25 |
$43.6M |
| ORRSTOWN FINANCIAL SERVICES INC |
Harrisburg, Pennsylvania |
Q2 2024 |
81 |
$189M |
| ORSER CAPITAL MANAGEMENT, LLC |
Southlake, Texas |
Q2 2024 |
41 |
$122M |
| OSAIC HOLDINGS, INC. |
Scottsdale, Arizona |
Q2 2024 |
7186 |
$42.3B |
| Osbon Capital Management LLC |
Boston, Massachusetts |
Q2 2019 |
50 |
$94M |
| OSBORNE PARTNERS CAPITAL MANAGEMENT, LLC |
San Francisco, California |
Q2 2024 |
218 |
$1.67B |
| Osborn Williams & Donohoe LLC |
Cincinnati, Ohio |
Q1 2020 |
259 |
$762M |
| O'SHAUGHNESSY ASSET MANAGEMENT, LLC |
Stamford, Connecticut |
Q2 2024 |
1961 |
$9.68B |
| Osher Van de Voorde Investment Management |
Pasadena, California |
Q2 2024 |
33 |
$434M |
| OSKIE CAPITAL MANAGEMENT, LLC |
New York, New York |
Q3 2017 |
28 |
$87.9M |
| Oslo Asset Management AS |
Oslo, Norway |
Q2 2024 |
10 |
$86.5M |
| Osmium Partners, LLC |
Greenbrae, California |
Q4 2022 |
3 |
$10.4M |
| OSSIAM |
Paris, France |
Q2 2024 |
639 |
$5.28B |
| OSTERWEIS CAPITAL MANAGEMENT INC |
San Francisco, California |
Q2 2024 |
195 |
$1.94B |
| OSTRUM ASSET MANAGEMENT |
Paris, France |
Q2 2024 |
644 |
$1.15B |
| OTA Financial Group L.P. |
Purchase, New York |
Q2 2023 |
49 |
$143M |
| Otter Creek Advisors, LLC |
Palm Beach Gardens, Florida |
Q2 2024 |
39 |
$154M |
| OTTER CREEK MANAGEMENT INC |
West Palm Beach, Florida |
Q3 2015 |
70 |
$108M |
| OUP Management Co., LLC |
Bala Cynwyd, Pennsylvania |
Q3 2023 |
13 |
$44.5M |
| OUTFITTER ADVISORS, LTD. |
Mclean, Virginia |
Q2 2018 |
123 |
$221M |
| OUTFITTER FINANCIAL LLC |
Brunswick, Maine |
Q2 2024 |
77 |
$120M |
| Outlook Wealth Advisors, LLC |
Shenandoah, Texas |
Q2 2024 |
256 |
$139M |
| Ovata Capital Management Ltd |
Hong Kong, Hong Kong |
Q2 2024 |
38 |
$184M |
| Overbrook Management Corp |
New York, New York |
Q2 2024 |
57 |
$396M |
| OVERSEA-CHINESE BANKING Corp Ltd |
Singapore, Singapore |
Q2 2024 |
351 |
$3.32B |
| OV Management LLC |
Minneapolis, Minnesota |
Q2 2024 |
61 |
$140M |
| Owen LaRue, LLC |
Elizabethtown, Kentucky |
Q2 2024 |
83 |
$162M |
| Owl Creek Asset Management, L.P. |
New York, New York |
Q2 2024 |
37 |
$558M |
| Owls Nest Partners IA, LLC |
Chadds Ford, Pennsylvania |
Q2 2024 |
17 |
$350M |
| Ownership Capital B.V. |
Amsterdam, Netherlands |
Q2 2024 |
22 |
$3.7B |
| Oxbow Advisors, LLC |
Austin, Texas |
Q2 2024 |
230 |
$852M |
| Oxbow Capital Management (HK) Ltd |
Hong Kong, Hong Kong |
Q2 2024 |
8 |
$296M |
| OxenFree Capital LLC |
Satellite Beach, Florida |
Q2 2024 |
39 |
$115M |
| OXFORD ASSET MANAGEMENT LLP |
Oxford, United Kingdom |
Q2 2024 |
239 |
$83.3M |
| OXFORD FINANCIAL GROUP, LTD. LLC |
Carmel, Indiana |
Q2 2024 |
320 |
$1.52B |
| Oxford Wealth Group, LLC |
Orlando, Florida |
Q2 2024 |
68 |
$145M |
| Oxinas Partners Wealth Management LLC |
Jeffersonville, Indiana |
Q2 2024 |
124 |
$150M |
| Oxler Private Wealth LLC |
Rye Brook, New York |
Q2 2024 |
83 |
$270M |