| P2 Capital Partners, LLC |
New York, New York |
Q2 2024 |
16 |
$839M |
| Pacer Advisors, Inc. |
Malvern, Pennsylvania |
Q2 2024 |
3720 |
$43.7B |
| PACES FERRY WEALTH ADVISORS, LLC |
Atlanta, Georgia |
Q2 2024 |
113 |
$166M |
| Pachira Investments Inc. |
Dana Point, California |
Q2 2024 |
44 |
$113M |
| Pacifica Capital Investments, LLC |
Leander, Texas |
Q2 2024 |
18 |
$278M |
| PACIFIC ALTERNATIVE ASSET MANAGEMENT COMPANY, LLC |
Irvine, California |
Q3 2017 |
111 |
$913M |
| Pacifica Partners Inc. |
Surrey, Canada (Federal Level) |
Q2 2024 |
530 |
$233M |
| Pacific Capital Wealth Advisors, Inc. |
Corona, California |
Q2 2024 |
542 |
$548M |
| Pacific Center for Financial Services |
San Ramon, California |
Q2 2024 |
461 |
$357M |
| Pacific Edge Advisors, LLC |
Corona Del Mar, California |
Q3 2021 |
39 |
$206M |
| PACIFIC FINANCIAL GROUP INC |
Bellevue, Washington |
Q2 2024 |
57 |
$141M |
| PACIFIC GLOBAL INVESTMENT MANAGEMENT CO |
Glendale, California |
Q2 2024 |
200 |
$526M |
| PACIFIC HEIGHTS ASSET MANAGEMENT LLC |
San Francisco, California |
Q2 2024 |
72 |
$1.27B |
| Pacific Life Fund Advisors LLC |
Newport Beach, California |
Q2 2024 |
22 |
$1B |
| Pacific Ridge Capital Partners, LLC |
Lake Oswego, Oregon |
Q2 2024 |
139 |
$416M |
| Pacific Sage Partners, LLC |
Shoreline, Washington |
Q2 2024 |
102 |
$403M |
| PACIFIC SUN FINANCIAL CORP |
Los Angeles, California |
Q2 2024 |
176 |
$169M |
| PACIFIC VIEW ASSET MANAGEMENT, LLC |
San Francisco, California |
Q3 2019 |
5 |
$20.8M |
| Pacific Wealth Management |
San Diego, California |
Q2 2024 |
19 |
$196M |
| Pacific Wealth Strategies Group, Inc. |
Santa Barbara, California |
Q2 2024 |
48 |
$121M |
| Packer & Co Ltd |
Cottesloe, Australia |
Q2 2024 |
3 |
$294M |
| PACK Private Wealth, LLC |
Wayzata, Minnesota |
Q2 2024 |
43 |
$161M |
| Pactiv General Employee Benefit Trust |
Lake Forest, Illinois |
Q3 2023 |
1 |
$8.68M |
| PacWest Financial Management Inc |
Phoenix, Arizona |
Q4 2016 |
2 |
$32.6K |
| Page Arthur B |
Boston, Massachusetts |
Q1 2024 |
44 |
$97.2M |
| Paladin Advisory Group, LLC |
Clive, Iowa |
Q2 2024 |
225 |
$128M |
| Palantir Technologies Inc. |
Denver, Colorado |
Q3 2023 |
7 |
$9.72M |
| Pale Fire Capital SE |
Prague, Czech Republic |
Q2 2024 |
43 |
$887M |
| Palestra Capital Management LLC |
New York, New York |
Q2 2024 |
33 |
$2.53B |
| Palisade Asset Management, LLC |
Minneapolis, Minnesota |
Q2 2024 |
191 |
$967M |
| PALISADE CAPITAL MANAGEMENT, LP |
Fort Lee, New Jersey |
Q2 2024 |
369 |
$3.68B |
| Palisades Hudson Asset Management, L.P. |
Fort Lauderdale, Florida |
Q2 2024 |
95 |
$218M |
| Palisades Investment Partners, LLC |
Santa Monica, California |
Q2 2014 |
80 |
$56.2M |
| PALLADIEM, LLC |
Bryn Mawr, Pennsylvania |
Q3 2023 |
53 |
$92.6M |
| PALLADIUM PARTNERS LLC |
Norfolk, Virginia |
Q1 2022 |
332 |
$2.28B |
| Pallas Capital Advisors LLC |
Braintree, Massachusetts |
Q2 2024 |
504 |
$2.19B |
| Palliser Capital (UK) Ltd |
London, United Kingdom |
Q2 2024 |
10 |
$99.7M |
| Palmer Knight Co |
Jacksonville, Florida |
Q2 2024 |
35 |
$209M |
| Palo Alto Investors LP |
Palo Alto, California |
Q2 2024 |
39 |
$818M |
| PALO ALTO WEALTH ADVISORS, LLC |
Palo Alto, California |
Q2 2024 |
42 |
$145M |
| Palo Capital, Inc. |
Newport Beach, California |
Q4 2018 |
137 |
$236M |
| Palo Duro Investment Partners, LP |
Chicago, Illinois |
Q2 2024 |
10 |
$363M |
| Palogic Value Management, L.P. |
Dallas, Texas |
Q2 2024 |
162 |
$236M |
| Paloma Partners Management Co |
Greenwich, Connecticut |
Q2 2024 |
792 |
$1.16B |
| Palouse Capital Management, Inc. |
Spokane, Washington |
Q2 2024 |
117 |
$149M |
| Palumbo Wealth Management LLC |
Great Neck, New York |
Q2 2024 |
151 |
$237M |
| PANAGORA ASSET MANAGEMENT INC |
Boston, Massachusetts |
Q2 2024 |
1182 |
$19.9B |
| Panning Capital Management, LP |
New York, New York |
Q3 2016 |
7 |
$97.5M |
| PANORAMIC INVESTMENT ADVISORS, LLC |
Denver, Colorado |
Q1 2024 |
113 |
$136M |
| Pantheon Investment Group, LLC |
Sierra Madre, California |
Q4 2021 |
75 |
$127M |
| PANTHERA INVESTMENT GmbH |
Frankfurt, Germany |
Q1 2015 |
135 |
$549M |
| Panview Asian Equity Master Fund |
Central, Hong Kong |
Q2 2024 |
12 |
$396M |
| PARA ADVISORS LLC |
New York, New York |
Q3 2016 |
11 |
$17.5M |
| Paracle Advisors, LLC |
Mercer Island, Washington |
Q1 2021 |
82 |
$551M |
| Paradice Investment Management LLC |
Denver, Colorado |
Q2 2024 |
28 |
$566M |
| Paradiem, LLC |
Covington, Louisiana |
Q2 2024 |
91 |
$399M |
| PARADIGM ASSET MANAGEMENT CO LLC |
New York, New York |
Q2 2024 |
492 |
$358M |
| Paradigm Biocapital Advisors LP |
New York, New York |
Q2 2024 |
35 |
$2.61B |
| PARADIGM CAPITAL MANAGEMENT INC/NY |
Albany, New York |
Q2 2024 |
129 |
$2.19B |
| Paradigm Capital Management, LLC/NV |
Reno, Nevada |
Q4 2022 |
41 |
$68.3M |
| Paradigm Financial Advisors, LLC |
Des Peres, Missouri |
Q4 2021 |
226 |
$449M |
| Paradigm Financial Partners, LLC |
Westport, Connecticut |
Q2 2024 |
300 |
$671M |
| Paradigm Operations LP |
San Francisco, California |
Q2 2024 |
1 |
$1B |
| Paradigm, Strategies in Wealth Management, LLC |
Maple Grove, Minnesota |
Q2 2024 |
50 |
$163M |
| Parafestas Anastasios |
Boston, Massachusetts |
Q2 2024 |
2 |
$708K |
| Paragon Advisors, LLC |
College Station, Texas |
Q2 2024 |
72 |
$274M |
| PARAGON ASSOCIATES & PARAGON ASSOCIATES II JOINT VENTURE |
Dallas, Texas |
Q2 2024 |
11 |
$40.9M |
| Paragon Capital Management LLC |
Overland Park, Kansas |
Q2 2024 |
52 |
$185M |
| Paragon Capital Management Ltd |
Denver, Colorado |
Q2 2024 |
202 |
$545M |
| PARAGON FINANCIAL PARTNERS, INC. |
Woodland Hills, California |
Q2 2024 |
84 |
$128M |
| Paragon Private Wealth Management, LLC |
Lexington, Kentucky |
Q2 2024 |
154 |
$177M |
| Paragon Wealth Strategies, LLC |
Jacksonville, Florida |
Q4 2023 |
40 |
$363M |
| Paralel Advisors LLC |
Denver, Colorado |
Q2 2024 |
110 |
$2.09B |
| Parallax Volatility Advisers, L.P. |
San Francisco, California |
Q2 2024 |
597 |
$3.92B |
| Parallel Advisors, LLC |
San Francisco, California |
Q2 2024 |
3298 |
$3.9B |
| Parametrica Management Ltd |
Wanchai, Hong Kong |
Q2 2024 |
21 |
$75.6M |
| Parametric Risk Advisors LLC |
Westport, Connecticut |
Q3 2016 |
109 |
$1.48B |
| Parasol Investment Management, LLC |
Westmont, Illinois |
Q1 2017 |
93 |
$61M |
| PAR CAPITAL MANAGEMENT INC |
Boston, Massachusetts |
Q2 2024 |
50 |
$3.18B |
| Parcion Private Wealth LLC |
Bellevue, Washington |
Q2 2024 |
195 |
$1.09B |
| ParenteBeard Wealth Management, LLC |
York, Pennsylvania |
Q4 2014 |
5 |
$307K |
| Parian Global Management LP |
Pound Ridge, New York |
Q3 2022 |
32 |
$30.8M |
| Pariax, LLC |
Newport Beach, California |
Q4 2023 |
15 |
$44.3M |
| Parisi Gray Wealth Management |
Mendham, New Jersey |
Q2 2024 |
110 |
$279M |
| Park Avenue Institutional Advisers LLC |
New York, New York |
Q2 2024 |
5 |
$67.2M |
| PARK AVENUE SECURITIES LLC |
New York, New York |
Q2 2024 |
1355 |
$8.18B |
| Park Capital Group, Inc. |
Redondo Beach, California |
Q1 2021 |
6 |
$8.62M |
| PARK CIRCLE Co |
Baltimore, Maryland |
Q2 2024 |
108 |
$101M |
| Park Edge Advisors, LLC |
Cleveland, Ohio |
Q2 2024 |
134 |
$327M |
| Parker Financial LLC |
Silverdale, Washington |
Q2 2024 |
42 |
$184M |
| Parker Investment Management, LLC |
Menlo Park, California |
Q2 2024 |
28 |
$628M |
| Parkman Healthcare Partners LLC |
Stamford, Connecticut |
Q2 2024 |
89 |
$734M |
| PARK NATIONAL CORP /OH/ |
Newark, Ohio |
Q2 2024 |
294 |
$2.71B |
| Park Place Capital Corp |
Homewood, Alabama |
Q2 2024 |
854 |
$313M |
| PARK PRESIDIO CAPITAL LLC |
San Francisco, California |
Q2 2024 |
10 |
$409M |
| Parkside Advisors LLC |
Berkeley, California |
Q2 2024 |
80 |
$391M |
| Parkside Financial Bank & Trust |
Saint Louis, Missouri |
Q2 2024 |
2040 |
$638M |
| Parkside Investments, LLC |
Deerfield, Illinois |
Q2 2024 |
90 |
$634M |
| Park West Asset Management LLC |
San Francisco, California |
Q2 2024 |
38 |
$1.28B |
| Parkwood LLC |
Cleveland, Ohio |
Q2 2024 |
133 |
$790M |
| PARNASSUS INVESTMENTS, LLC |
San Francisco, California |
Q2 2024 |
129 |
$45.9B |
| Parplus Partners |
New York, New York |
Q1 2020 |
1 |
$343K |
| Parsec Financial Management, Inc. |
Asheville, North Carolina |
Q1 2023 |
295 |
$2.37B |
| Parsifal Capital Management, LP |
Greenwich, Connecticut |
Q2 2024 |
18 |
$1.37B |
| PARSONS CAPITAL MANAGEMENT INC/RI |
Providence, Rhode Island |
Q2 2024 |
440 |
$1.47B |
| PARTHENON LLC |
Louisville, Kentucky |
Q2 2024 |
121 |
$787M |
| PartnerRe Asset Management CORP |
Greenwich, Connecticut |
Q2 2017 |
2 |
$28.4M |
| PARTNERS CAPITAL INVESTMENT GROUP (HOLDINGS), LLC |
Boston, Massachusetts |
Q3 2017 |
76 |
$602M |
| PARTNERS CAPITAL INVESTMENT GROUP, LLP |
Boston, Massachusetts |
Q2 2024 |
185 |
$5.91B |
| Partners Group Holding AG |
Baar Zug, Switzerland |
Q2 2024 |
46 |
$1.33B |
| Partnership Wealth Management, LLC |
Towson, Maryland |
Q2 2024 |
211 |
$135M |
| Partners Value Investments L.P. |
Hamilton, Bermuda |
Q2 2024 |
11 |
$6.65B |
| Partnervest Advisory Services LLC |
Santa Barbara, California |
Q3 2020 |
246 |
$314M |
| Parus Finance SA |
Paris, France |
Q2 2012 |
27 |
$105M |
| PARUS FINANCE (UK) Ltd |
London, United Kingdom |
Q2 2024 |
35 |
$346M |
| Pasadena Private Wealth, LLC |
Pasadena, California |
Q2 2024 |
145 |
$432M |
| Passaic Partners LLC |
Newark, New Jersey |
Q2 2024 |
11 |
$680M |
| Passive Capital Management, LLC. |
Baltimore, Maryland |
Q1 2023 |
52 |
$229M |
| Passport Capital, LLC |
San Francisco, California |
Q4 2019 |
4 |
$394M |
| Passumpsic Savings Bank |
St. Johnsbury, Vermont |
Q2 2024 |
76 |
$139M |
| PASTEL & ASSOCIES SA |
Paris, France |
Q3 2018 |
5 |
$43.8M |
| Pathlight Investors LLC |
Phoenix, Arizona |
Q4 2018 |
102 |
$121M |
| Pathstone Holdings, LLC |
Englewood, New Jersey |
Q2 2024 |
2294 |
$22.1B |
| PATHWAY CAPITAL MANAGEMENT, LP |
Irvine, California |
Q2 2024 |
4 |
$63.4M |
| Pathway Financial Advisers, LLC |
Auburn, Indiana |
Q2 2024 |
448 |
$279M |
| Pathway Financial Advisors LLC |
South Burlington, Vermont |
Q2 2024 |
171 |
$370M |
| Patient Capital Management, LLC |
Baltimore, Maryland |
Q2 2024 |
40 |
$1.88B |
| Patient Square Capital LP |
Menlo Park, California |
Q2 2024 |
2 |
$215M |
| Patrick Mauro Investment Advisor, INC. |
Oak Brook, Illinois |
Q2 2024 |
43 |
$172M |
| PATRICK M SWEENEY & ASSOCIATES, INC |
Libertyville, Illinois |
Q2 2024 |
139 |
$124M |
| Patriot Financial Group Insurance Agency, LLC |
Westborough, Massachusetts |
Q2 2024 |
475 |
$679M |
| PATRIOT FINANCIAL PARTNERS GP, LP |
Radnor, Pennsylvania |
Q2 2024 |
9 |
$254M |
| PATRIOT INVESTMENT MANAGEMENT GROUP, INC. |
Knoxville, Tennessee |
Q2 2024 |
237 |
$1.28B |
| Patriot Wealth Management, Inc. |
Houston, Texas |
Q4 2018 |
77 |
$682M |
| PATRIZIA Pty Ltd |
Barton, Australia |
Q2 2024 |
12 |
$63.5M |
| PATRON PARTNERS, LLC |
Houston, Texas |
Q2 2024 |
171 |
$170M |
| Patten Group, Inc. |
Chattanooga, Tennessee |
Q2 2024 |
244 |
$424M |
| PATTEN & PATTEN INC/TN |
Chattanooga, Tennessee |
Q2 2024 |
305 |
$1.43B |
| PATTON ALBERTSON MILLER GROUP, LLC |
Chattanooga, Tennessee |
Q2 2024 |
206 |
$704M |
| PATTON FUND MANAGEMENT, INC. |
Dallas, Texas |
Q2 2024 |
80 |
$474M |
| Paul John Balson |
Marina Del Rey, California |
Q4 2020 |
90 |
$486M |
| PAULSON & CO. INC. |
New York, New York |
Q2 2024 |
16 |
$1.35B |
| Paulson Wealth Management Inc. |
Wheaton, Illinois |
Q2 2024 |
142 |
$343M |
| Pavadi Capital LLC |
New York, New York |
Q4 2023 |
14 |
$81.2M |
| Pavion Blue Capital, LLC |
Newport Beach, California |
Q2 2024 |
101 |
$203M |
| P.A.W. CAPITAL CORP |
Greenwich, Connecticut |
Q2 2024 |
16 |
$41M |
| PAX Financial Group, LLC |
San Antonio, Texas |
Q2 2024 |
230 |
$512M |
| PAYDEN & RYGEL |
Los Angeles, California |
Q4 2023 |
134 |
$1.44B |
| PAYDEN & RYGEL INVESTMENT GROUP |
Los Angeles, California |
Q2 2024 |
122 |
$1.24B |
| PayPay Securities Corp |
Tokyo, Japan |
Q2 2024 |
189 |
$1.2M |
| PBCay One RSC Ltd |
Dubai, United Arab Emirates |
Q2 2024 |
4 |
$184M |
| PB INVESTMENT PARTNERS, L.P. |
Burlingame, California |
Q2 2024 |
9 |
$34.4M |
| PBMares Wealth Management LLC |
Williamsburg, Virginia |
Q2 2024 |
183 |
$407M |
| PCA Investment Advisory Services Inc. |
Cincinnati, Ohio |
Q2 2024 |
139 |
$191M |
| PCG Wealth Advisors, LLC |
Overland Park, Kansas |
Q2 2024 |
119 |
$230M |
| PCJ Investment Counsel Ltd. |
Toronto, Ontario, Canada |
Q2 2024 |
73 |
$241M |
| PCO INVESTMENT MANAGEMENT LP |
Mill Valley, California |
Q2 2015 |
34 |
$177M |
| PDS Planning, Inc |
Dublin, Ohio |
Q2 2024 |
396 |
$991M |
| PDT Partners, LLC |
New York, New York |
Q2 2024 |
654 |
$1.06B |
| Peachtree Investment Advisors, Inc. |
Atlanta, Georgia |
Q4 2018 |
73 |
$130M |
| Peachtree Investment Partners, LLC |
Vero Beach, Florida |
Q2 2024 |
97 |
$255M |
| PEAK6 Investments LLC |
Chicago, Illinois |
Q2 2024 |
969 |
$2.15B |
| Peak Asset Management, LLC |
Louisville, Colorado |
Q2 2024 |
147 |
$511M |
| PEAK FINANCIAL ADVISORS LLC |
Denver, Colorado |
Q2 2024 |
72 |
$174M |
| Peak Financial Management, Inc. |
Wellesley, Massachusetts |
Q2 2024 |
94 |
$319M |
| Peak Ten Capital LLC |
New York, New York |
Q3 2015 |
28 |
$46.5M |
| Peak XV Partners Operations LLC |
Trianon, Mauritius |
Q2 2024 |
3 |
$195M |
| PEAPACK GLADSTONE FINANCIAL CORP |
Bedminster, New Jersey |
Q2 2024 |
688 |
$6.51B |
| Pearl River Capital, LLC |
Niles, Michigan |
Q2 2024 |
400 |
$630M |
| PEAVINE CAPITAL, LLC |
Reno, Nevada |
Q2 2024 |
9 |
$394M |
| PECAUT & CO. |
Sioux City, Iowa |
Q2 2024 |
70 |
$264M |
| PECONIC PARTNERS LLC |
New York, New York |
Q2 2024 |
11 |
$2.33B |
| PEDDOCK CAPITAL ADVISORS, LLC |
Braintree, Massachusetts |
Q2 2024 |
153 |
$388M |
| Pegasus Asset Management, Inc. |
Montebello, New York |
Q2 2024 |
71 |
$260M |
| Pegasus Partners Ltd. |
Mequon, Wisconsin |
Q2 2024 |
166 |
$992M |
| PEG CAPITAL MANAGEMENT INC /NH/ |
Canaan, New Hampshire |
Q1 2015 |
34 |
$207M |
| P/E Global LLC |
Boston, Massachusetts |
Q2 2024 |
3 |
$368M |
| Peirce Capital Management, LLC |
The Woodlands, Texas |
Q2 2024 |
37 |
$189M |
| Pekin Hardy Strauss, Inc. |
Chicago, Illinois |
Q2 2024 |
322 |
$728M |
| Pelham Capital Ltd. |
London, United Kingdom |
Q2 2024 |
10 |
$163M |
| Pelion, Inc. |
Salt Lake City, Utah |
Q2 2024 |
4 |
$122M |
| Peloton Wealth Strategists |
Indianapolis, Indiana |
Q2 2024 |
92 |
$243M |
| Pembroke Management, LTD |
Montreal, Quebec, Canada |
Q2 2024 |
62 |
$689M |
| Penbrook Management LLC |
New York, New York |
Q2 2024 |
101 |
$164M |
| PenderFund Capital Management Ltd. |
Vancouver, British Columbia, Canada |
Q2 2024 |
126 |
$7.72M |
| PENINSULA ASSET MANAGEMENT INC |
Bradenton, Florida |
Q2 2024 |
43 |
$182M |
| Peninsula Wealth, LLC |
San Francisco, California |
Q2 2024 |
95 |
$533M |
| Pennant Investors, LP |
Summit, New Jersey |
Q2 2024 |
45 |
$366M |
| Pennant Select, LLC |
Summit, New Jersey |
Q2 2024 |
10 |
$142M |
| Penn Capital Management Company, LLC |
Philadelphia, Pennsylvania |
Q2 2024 |
143 |
$1.05B |
| PENN DAVIS MCFARLAND INC |
Dallas, Texas |
Q2 2024 |
45 |
$647M |
| Penn Mutual Asset Management |
Conshohocken, Pennsylvania |
Q2 2024 |
65 |
$47M |
| PENN MUTUAL LIFE INSURANCE CO |
Horsham, Pennsylvania |
Q2 2018 |
26 |
$125M |
| PENNSYLVANIA CAPITAL MANAGEMENT INC /ADV |
Huntingdon Valley, Pennsylvania |
Q2 2024 |
87 |
$260M |
| Penobscot Investment Management Company, Inc. |
Boston, Massachusetts |
Q2 2024 |
304 |
$1.04B |
| PENOBSCOT WEALTH MANAGEMENT |
Portland, Maine |
Q2 2024 |
73 |
$168M |
| Penserra Capital Management LLC |
Orinda, California |
Q2 2024 |
1278 |
$7.88B |
| PENSIOENFONDS RAIL & OV |
Utrecht, Netherlands |
Q2 2024 |
36 |
$1.34B |
| Pensionfund DSM Netherlands |
Heerlen, Netherlands |
Q2 2024 |
68 |
$188M |
| Pensionfund Sabic |
Heerlen, Netherlands |
Q2 2024 |
190 |
$340M |
| Pensionmark Financial Group, LLC |
Santa Barbara, California |
Q2 2024 |
620 |
$1.52B |
| Pension Partners, LLC |
New York, New York |
Q3 2019 |
18 |
$62.8M |
| Pentwater Capital Management LP |
Naples, Florida |
Q2 2024 |
53 |
$4.62B |
| Peoples Bank/KS |
Pratt, Kansas |
Q2 2024 |
274 |
$128M |
| PEOPLES BANK /OH |
Marietta, Ohio |
Q2 2024 |
134 |
$193M |
| PEOPLES FINANCIAL SERVICES CORP. |
Scranton, Pennsylvania |
Q2 2024 |
255 |
$221M |
| Perbak Capital Partners LLP |
London, United Kingdom |
Q2 2024 |
55 |
$338M |
| PERCEPTIVE ADVISORS LLC |
New York, New York |
Q2 2024 |
107 |
$4.14B |
| Peregrine Asset Advisers, Inc. |
Portland, Oregon |
Q2 2024 |
164 |
$250M |
| PEREGRINE CAPITAL MANAGEMENT LLC |
Minneapolis, Minnesota |
Q2 2024 |
325 |
$3.42B |
| Perella Weinberg Partners Capital Management LP |
New York, New York |
Q1 2024 |
25 |
$992M |
| Perennial Advisors, LLC |
New York, New York |
Q2 2024 |
111 |
$446M |
| Perennial Investment Advisors, LLC |
Los Angeles, California |
Q2 2024 |
355 |
$698M |
| Performa Ltd (US), LLC |
Charleston, South Carolina |
Q2 2024 |
54 |
$243M |
| Perfromance Wealth Partners, LLC |
Hinsdale, Illinois |
Q2 2024 |
164 |
$2.71B |
| Perigon Wealth Management, LLC |
San Francisco, California |
Q2 2024 |
862 |
$3.45B |
| PERISCOPE CAPITAL INC. |
Toronto, Ontario, Canada |
Q2 2024 |
321 |
$274M |
| Perissos Private Wealth Management, LLC |
Bethany, Oklahoma |
Q2 2024 |
82 |
$112M |
| PERKINS CAPITAL MANAGEMENT INC |
Wayzata, Minnesota |
Q2 2024 |
88 |
$106M |
| Perkins Coie Trust Co |
Seattle, Washington |
Q2 2024 |
305 |
$430M |
| Permanens Capital L.P. |
New York, New York |
Q2 2024 |
27 |
$980M |
| Permian Investment Partners, LP |
Dallas, Texas |
Q2 2024 |
7 |
$701M |
| Permira Holdings LTD |
St. Peter Port, Guernsey |
Q2 2024 |
2 |
$3.99B |
| Permit Capital Advisors, LLC |
West Conshohocken, Pennsylvania |
Q1 2022 |
103 |
$201M |
| Permit Capital, LLC |
West Conshohocken, Pennsylvania |
Q2 2024 |
30 |
$266M |
| Perpetual Ltd |
Sydney, New South Wales, Australia |
Q2 2024 |
424 |
$9.2B |
| PERRITT CAPITAL MANAGEMENT INC |
Chicago, Illinois |
Q2 2024 |
318 |
$183M |
| PERRY CREEK CAPITAL LP |
New York, New York |
Q2 2024 |
13 |
$212M |
| Perseverance Asset Management International |
George Town, Cayman Islands |
Q2 2024 |
19 |
$762M |
| Pershing Square Capital Management, L.P. |
New York, New York |
Q2 2024 |
9 |
$10.4B |
| Personal Capital Advisors Corp |
Redwood City, California |
Q4 2022 |
488 |
$20.6B |
| PERSONAL CFO SOLUTIONS, LLC |
Chester, New Jersey |
Q2 2024 |
531 |
$651M |
| PERSONAL FINANCIAL CONSULTANTS INC /ADV |
Lafayette, California |
Q2 2019 |
19 |
$133M |
| Per Stirling Capital Management, LLC. |
Austin, Texas |
Q2 2024 |
238 |
$621M |
| Pertento Partners LLP |
London, United Kingdom |
Q2 2024 |
23 |
$790M |
| Peterson Financial Group, Inc. |
Des Moines, Iowa |
Q2 2024 |
32 |
$16.4M |
| Peterson Wealth Advisors, LLC |
Orem, Utah |
Q2 2024 |
75 |
$477M |
| PETERSON WEALTH MANAGEMENT |
Sparks, Nevada |
Q2 2024 |
51 |
$162M |
| Peterson Wealth Services |
South Ogden, Utah |
Q2 2024 |
111 |
$286M |
| Petiole USA ltd |
New York, New York |
Q2 2024 |
38 |
$119M |
| Petix & Botte Co |
La Mesa, California |
Q2 2024 |
122 |
$353M |
| PETRA FINANCIAL ADVISORS INC |
Colorado Srpings, Colorado |
Q2 2024 |
124 |
$139M |
| PETREDIS INVESTMENT ADVISORS LLC |
Warrendale, Pennsylvania |
Q2 2024 |
101 |
$893M |
| Petrus Trust Company, LTA |
Dallas, Texas |
Q2 2024 |
576 |
$1.07B |
| Pettee Investors, Inc. |
Rowayton, Connecticut |
Q2 2024 |
116 |
$207M |
| Pettinga Financial Advisors LLC |
Evansville, Indiana |
Q2 2024 |
120 |
$399M |
| PETTYJOHN, WOOD & WHITE, INC |
Lynchburg, Virginia |
Q2 2024 |
192 |
$515M |
| PFC CAPITAL GROUP, INC. |
Los Angeles, California |
Q2 2024 |
68 |
$200M |
| PFG Advisors |
Phoenix, Arizona |
Q2 2024 |
666 |
$1.48B |
| PFG Investments, LLC |
Woodbury, New York |
Q2 2024 |
942 |
$1.4B |
| PFG Private Wealth Management, LLC |
Lutz, Florida |
Q2 2024 |
241 |
$165M |
| Pflug Koory, LLC |
Omaha, Nebraska |
Q1 2024 |
400 |
$191M |
| PFM Health Sciences, LP |
San Francisco, California |
Q2 2024 |
74 |
$1.83B |
| PFS Partners, LLC |
Mine Hill, New Jersey |
Q2 2024 |
438 |
$158M |
| PFW Advisors LLC |
Atlanta, Georgia |
Q2 2024 |
118 |
$314M |
| PGGM Investments |
Zeist, Netherlands |
Q2 2024 |
344 |
$6.99B |
| PGIM Custom Harvest LLC |
Newark, New Jersey |
Q2 2024 |
229 |
$4.48B |
| Pharmstandard International S.A. |
Luxembourg, Luxembourg |
Q3 2018 |
7 |
$29M |
| Pharo Management, Inc. |
New York, New York |
Q2 2024 |
1 |
$34.3M |
| Phase 2 Partners, LLC |
San Francisco, California |
Q2 2024 |
27 |
$166M |
| PhaseCapital LP |
New York, New York |
Q3 2018 |
15 |
$45.2M |
| PHH Investments, Ltd. |
Addison, Texas |
Q4 2019 |
81 |
$378M |
| Philadelphia Financial Management of San Francisco, LLC |
San Francisco, California |
Q2 2024 |
36 |
$430M |
| PHILADELPHIA INTERNATIONAL ADVISORS LP |
Philadelphia, Pennsylvania |
Q1 2015 |
68 |
$237M |
| PHILADELPHIA TRUST CO |
Philadelphia, Pennsylvania |
Q2 2024 |
229 |
$1.29B |
| Philip James Wealth Mangement, LLC |
Milton, Georgia |
Q2 2024 |
76 |
$150M |
| PHILLIPS FINANCIAL MANAGEMENT, LLC |
Fort Wayne, Indiana |
Q2 2024 |
271 |
$1.21B |
| Phillips Wealth Planners LLC |
Starkville, Mississippi |
Q2 2024 |
177 |
$94.1M |
| PhiloSmith Capital Corp |
Stamford, Connecticut |
Q2 2021 |
29 |
$227M |
| PhiloSmith Capital Corp |
Stamford, Connecticut |
Q2 2024 |
23 |
$355M |
| Philosophy Capital Management LLC |
Alamo, California |
Q2 2024 |
23 |
$654M |
| Phocas Financial Corp. |
Alameda, California |
Q2 2024 |
134 |
$671M |
| Phoenician Capital LLC |
New York, New York |
Q4 2022 |
12 |
$117M |
| Phoenix Holdings Ltd. |
Givatayim, Israel |
Q2 2024 |
348 |
$6.57B |
| Phoenix Investment Adviser LLC |
New York, New York |
Q3 2019 |
30 |
$28.4M |
| Phoenix Wealth Advisors |
Chapel Hill, North Carolina |
Q2 2024 |
120 |
$199M |
| Phraction Management LLC |
Stamford, Connecticut |
Q2 2024 |
66 |
$269M |
| PHYSICIANS FINANCIAL SERVICES, INC. |
Raleigh, North Carolina |
Q2 2024 |
108 |
$307M |
| Physician Wealth Advisors, Inc. |
Midvale, Utah |
Q2 2024 |
182 |
$539M |
| Physician Wealth Solutions Inc. |
North Las Vegas, Nevada |
Q2 2024 |
41 |
$140M |
| PICKERING ENERGY PARTNERS LP |
Houston, Texas |
Q2 2024 |
28 |
$91M |
| Pictet Asset Management Holding SA |
Carouge, Switzerland |
Q2 2024 |
1970 |
$87.2B |
| PICTET BANK & TRUST Ltd |
Nassau, Bahamas |
Q2 2024 |
40 |
$98.1M |
| Pictet North America Advisors SA |
Geneva 73, Switzerland |
Q2 2024 |
139 |
$921M |
| PICTON MAHONEY ASSET MANAGEMENT |
Toronto, Ontario, Canada |
Q2 2024 |
579 |
$2.35B |
| Piedmont Capital Management, LLC |
Whitefish, Montana |
Q2 2024 |
46 |
$146M |
| PIER 88 INVESTMENT PARTNERS LLC |
San Francisco, California |
Q2 2024 |
96 |
$446M |
| Pier Capital, LLC |
Stamford, Connecticut |
Q2 2024 |
127 |
$672M |
| Piermont Capital Management Inc. |
St. Louis, Missouri |
Q4 2018 |
108 |
$211M |
| PIERSHALE FINANCIAL GROUP, INC. |
Barrington, Illinois |
Q2 2023 |
268 |
$157M |
| Pilgrim Global Advisors LLC |
Reno, Nevada |
Q2 2024 |
5 |
$507M |
| PILLAR PACIFIC CAPITAL MANAGEMENT LLC |
Pacifica, California |
Q1 2021 |
308 |
$1.29B |
| Pillar Wealth Advisors, LLC |
West Chester, Pennsylvania |
Q2 2024 |
58 |
$83.3M |
| PineBridge Investments, L.P. |
New York, New York |
Q2 2024 |
552 |
$12.3B |
| Pine Brook Road Advisors, L.P. |
Bedford, New York |
Q2 2024 |
3 |
$195M |
| Pine Harbor Wealth Management, LLC |
Silver Spring, Maryland |
Q2 2024 |
97 |
$170M |
| Pine Haven Investment Counsel, Inc |
Fairhaven, Massachusetts |
Q2 2024 |
107 |
$116M |
| Pineno Levin & Ford Asset Management, Inc. |
Richmond, Virginia |
Q4 2021 |
119 |
$340M |
| Pine Ridge Advisers LLC |
New York, New York |
Q2 2024 |
34 |
$938M |
| Pineridge Advisors LLC |
St. Charles, Missouri |
Q2 2024 |
629 |
$293M |
| Pine River Capital Management L.P. |
Minnetonka, Minnesota |
Q3 2018 |
2 |
$32.9M |
| PineStone Asset Management Inc. |
Montreal, Quebec, Canada |
Q2 2024 |
43 |
$14.2B |
| Pine Valley Investments Ltd Liability Co |
Marlton, New Jersey |
Q2 2024 |
448 |
$1.35B |
| PING CAPITAL MANAGEMENT, INC. |
New York, New York |
Q2 2024 |
52 |
$159M |
| Pingora Partners LLC |
Wilson, Wyoming |
Q2 2024 |
231 |
$141M |
| Pinion Investment Advisors, LLC |
Wichita, Kansas |
Q2 2024 |
141 |
$201M |
| Pinkerton Retirement Specialists, LLC |
Coeur D Alene, Idaho |
Q2 2024 |
123 |
$651M |
| Pinnacle Advisory Group, Inc. |
Columbia, Maryland |
Q1 2021 |
246 |
$2.17B |
| PINNACLE ASSOCIATES LTD |
New York, New York |
Q2 2024 |
813 |
$6.39B |
| Pinnacle Bancorp, Inc. |
Beatrice, Nebraska |
Q2 2024 |
848 |
$339M |
| Pinnacle Family Advisors, LLC |
Springfield, Missouri |
Q2 2024 |
109 |
$181M |
| Pinnacle Financial Group, LLC / IL |
Western Springs, Illinois |
Q2 2024 |
72 |
$234M |
| PINNACLE FINANCIAL PARTNERS INC |
Nashville, Tennessee |
Q2 2024 |
540 |
$4.63B |
| Pinnacle Holdings, LLC |
Tulsa, Oklahoma |
Q2 2024 |
232 |
$246M |
| Pinnacle Private Wealth, LLC |
Andover, Massachusetts |
Q2 2022 |
271 |
$256M |
| Pinnacle Summer Investments, Inc. |
Fairfax, Virginia |
Q4 2015 |
690 |
$672M |
| Pinnacle Wealth Management Advisory Group, LLC |
Red Bank, New Jersey |
Q2 2024 |
352 |
$969M |
| Pinnacle Wealth Management Group, Inc. |
Plymouth, Michigan |
Q2 2024 |
105 |
$148M |
| Pinnacle Wealth Management, LLC |
Roseville, California |
Q2 2024 |
41 |
$80M |
| Pinnacle Wealth Planning Services, Inc. |
Mansfield, Ohio |
Q2 2024 |
508 |
$700M |
| Pinnacle West Asset Management, Inc. |
Casper, Wyoming |
Q2 2024 |
105 |
$129M |
| PINNBROOK CAPITAL MANAGEMENT LP |
New York, New York |
Q2 2024 |
48 |
$331M |
| PIN OAK INVESTMENT ADVISORS INC |
Houston, Texas |
Q2 2024 |
463 |
$105M |
| Pinpoint Asset Management Ltd |
Hong Kong, Hong Kong |
Q2 2024 |
105 |
$639M |
| Pinz Capital Management, LP |
New York, New York |
Q3 2022 |
103 |
$55.2M |
| PIONEER TRUST BANK N A/OR |
Salem, Oregon |
Q2 2024 |
76 |
$371M |
| Pioneer Wealth Management Group |
Austin, Texas |
Q2 2024 |
40 |
$188M |
| PIPER SANDLER & CO. |
Minneapolis, Minnesota |
Q2 2024 |
17 |
$126M |
| Piscataqua Savings Bank |
Portsmouth, New Hampshire |
Q2 2024 |
347 |
$113M |
| PITCAIRN CO |
Jenkintown, Pennsylvania |
Q2 2024 |
714 |
$1.64B |
| PITTENGER & ANDERSON INC |
Lincoin, Nebraska |
Q2 2024 |
443 |
$2.43B |
| Pitti Group Wealth Management, LLC |
Victor, New York |
Q2 2024 |
60 |
$77.2M |
| Pivotal bioVenture Partners Investment Advisor LLC |
San Francisco, California |
Q2 2024 |
10 |
$130M |
| Placemark Investments, Inc. |
Chicago, Illinois |
Q4 2014 |
1618 |
$5.66B |
| Plaisance Capital LLC |
Denver, Colorado |
Q2 2022 |
24 |
$170M |
| Plancorp, LLC |
Saint Louis, Missouri |
Q2 2024 |
293 |
$2.31B |
| Plan Group Financial, LLC |
Oklahoma City, Oklahoma |
Q2 2024 |
99 |
$164M |
| Planned Solutions, Inc. |
Folsom, California |
Q2 2024 |
102 |
$204M |
| PLANNING ALTERNATIVES LTD /ADV |
Birmingham, Michigan |
Q2 2024 |
58 |
$618M |
| Planning Capital Management Corp |
Paoli, Pennsylvania |
Q2 2024 |
721 |
$142M |
| Planning Center, Inc. |
Moline, Illinois |
Q2 2024 |
65 |
$765M |
| PLANNING DIRECTIONS INC |
Glen Mills, Pennsylvania |
Q2 2024 |
71 |
$147M |
| Planning Solutions Group LLC |
Fulton, Maryland |
Q2 2019 |
140 |
$194M |
| Plante Moran Financial Advisors, LLC |
Southfield, Michigan |
Q2 2024 |
782 |
$1B |
| Platform Technology Partners |
New York, New York |
Q2 2024 |
227 |
$291M |
| Platinum Equity Advisors, LLC/DE |
Beverly Hills, California |
Q2 2024 |
2 |
$723M |
| PLATINUM EQUITY, LLC |
Beverly Hills, California |
Q2 2024 |
6 |
$160M |
| PLATINUM INVESTMENT MANAGEMENT LTD |
Sydney Australia 2000, Australia |
Q2 2024 |
134 |
$2.47B |
| Platinum Management (NY) LLC |
New York, New York |
Q1 2016 |
5 |
$16.4M |
| Plato Investment Management Ltd |
Sydney, Nsw, Australia |
Q2 2024 |
495 |
$1.07B |
| Platte River Capital LLC |
Denver, Colorado |
Q3 2015 |
117 |
$108M |
| Platte River Wealth Advisors, LLC |
Louisville, Colorado |
Q2 2024 |
94 |
$356M |
| Platt Investment Counsel, LLC |
Lake Mary, Florida |
Q2 2024 |
10 |
$104M |
| PL Capital Advisors, LLC |
Naples, Florida |
Q2 2024 |
28 |
$241M |
| Pleiad Investment Advisors Ltd |
Hong Kong, Hong Kong |
Q3 2016 |
1 |
$4.34M |
| PLIMOTH TRUST CO LLC |
Plymouth, Massachusetts |
Q2 2024 |
155 |
$375M |
| PLUSTICK MANAGEMENT LLC |
Charlottesville, Virginia |
Q2 2024 |
19 |
$111M |
| PNC FINANCIAL SERVICES GROUP, INC. |
Pittsburgh, Pennsylvania |
Q2 2024 |
4757 |
$150B |
| PNC Managed Account Solutions, Inc. |
Houston, Texas |
Q2 2021 |
518 |
$503M |
| Poehling Capital Management, INC. |
Madison, Wisconsin |
Q2 2024 |
130 |
$361M |
| Point72 Asia (Singapore) Pte. Ltd. |
Singapore, Singapore |
Q2 2024 |
1010 |
$480M |
| Point72 Asset Management, L.P. |
Stamford, Connecticut |
Q2 2024 |
1145 |
$30.9B |
| Point72 (DIFC) Ltd |
Dubai, United Arab Emirates |
Q2 2024 |
862 |
$1.13B |
| Point72 Europe (London) LLP |
London, United Kingdom |
Q2 2024 |
126 |
$1.18B |
| Point72 Hong Kong Ltd |
Hong Kong, Hong Kong |
Q2 2024 |
419 |
$1.64B |
| Point72 Italy, S.r.l. |
Milan, Italy |
Q2 2024 |
23 |
$231M |
| Point Break Capital Management, LLC |
Miami, Florida |
Q2 2024 |
15 |
$92.1M |
| Pointe Capital Management LLC |
Grosse Pointe Farms, Michigan |
Q2 2024 |
158 |
$161M |
| PointState Capital LP |
New York, New York |
Q2 2024 |
54 |
$3.5B |
| Point View Wealth Management, Inc. |
Summit, New Jersey |
Q4 2020 |
275 |
$246M |
| Polar Asset Management Partners Inc. |
Toronto, Ontario, Canada |
Q2 2024 |
683 |
$3.91B |
| Polar Capital Holdings Plc |
London, United Kingdom |
Q2 2024 |
270 |
$17B |
| Polaris Capital Management, LLC |
Boston, Massachusetts |
Q2 2024 |
94 |
$1.87B |
| Polaris Venture Management Co IV LLC |
Boston, Massachusetts |
Q3 2016 |
4 |
$62.4M |
| Polaris Venture Management Co. VI, L.L.C. |
Boston, Massachusetts |
Q3 2017 |
1 |
$43.1M |
| Polaris Venture Management Co. V, L.L.C. |
Boston, Massachusetts |
Q3 2021 |
6 |
$14.1M |
| Polaris Wealth Advisory Group, LLC |
San Rafael, California |
Q3 2023 |
169 |
$1.31B |
| POLEN CAPITAL MANAGEMENT LLC |
Boca Raton, Florida |
Q2 2024 |
110 |
$39.9B |
| Polianta Ltd |
St Helier, Jersey |
Q2 2024 |
72 |
$198M |
| Politan Capital Management LP |
New York, New York |
Q2 2024 |
3 |
$1.64B |
| Polunin Capital Partners Ltd |
London, United Kingdom |
Q2 2024 |
26 |
$587M |
| Polus Capital Management Ltd |
London, United Kingdom |
Q2 2024 |
1 |
$5.06M |
| Polymer Capital Management (HK) LTD |
Hong Kong, Hong Kong |
Q2 2024 |
155 |
$493M |
| Pomelo Capital LLC |
New York, New York |
Q3 2018 |
74 |
$1.04B |
| POM Investment Strategies, LLC |
Raleigh, North Carolina |
Q2 2024 |
323 |
$125M |
| Ponoi II Management, LLC |
San Francisco, California |
Q3 2022 |
4 |
$38.3M |
| Ponoi Management, LLC |
San Francisco, California |
Q3 2022 |
4 |
$73.2M |
| POPE ASSET MANAGEMENT, LLC |
Memphis, Tennessee |
Q3 2018 |
23 |
$162M |
| Poplar Forest Capital LLC |
Pasadena, California |
Q2 2024 |
54 |
$716M |
| Port Capital LLC |
Chicago, Illinois |
Q2 2024 |
85 |
$2B |
| Portfolio Design Labs, LLC |
Encino, California |
Q2 2024 |
101 |
$324M |
| Portfolio Solutions, LLC |
Royal Oak, Michigan |
Q3 2022 |
55 |
$792M |
| Portfolio Strategies Inc |
Tacoma, Washington |
Q4 2017 |
68 |
$30.5M |
| Portfolio Strategies, Inc. |
Monsey, New York |
Q2 2024 |
37 |
$733M |
| Portland Global Advisors LLC |
Portland, Maine |
Q2 2024 |
130 |
$737M |
| Portland Hill Asset Management Ltd |
London, United Kingdom |
Q1 2024 |
27 |
$40.9M |
| PORTLAND HILL CAPITAL LLP |
London, United Kingdom |
Q4 2016 |
21 |
$167M |
| PORTLAND INVESTMENT COUNSEL INC. |
Burlington, Ontario, Canada |
Q2 2024 |
52 |
$278M |
| Portland Ltd |
Grand Cayman, Cayman Islands |
Q3 2022 |
6 |
$10.9M |
| Portman Ltd |
Grand Cayman, Cayman Islands |
Q2 2024 |
3 |
$26.3M |
| Portman Square Capital LLP |
London, United Kingdom |
Q2 2024 |
93 |
$297M |
| PORTOLA GROUP INC /CA |
San Jose, California |
Q2 2015 |
71 |
$74.6M |
| Portolan Capital Management, LLC |
Boston, Massachusetts |
Q2 2024 |
117 |
$1.21B |
| Portside Wealth Group, LLC |
Provo, Utah |
Q2 2024 |
354 |
$524M |
| POST ADVISORY GROUP LLC |
Santa Monica, California |
Q1 2014 |
2 |
$18.4M |
| Post Oak Energy Holdings, LLC |
Houston, Texas |
Q2 2024 |
2 |
$368M |
| Potomac Capital Management, Inc. |
New York, New York |
Q4 2023 |
51 |
$69.7M |
| Potrero Capital Research LLC |
San Francisco, California |
Q2 2024 |
27 |
$232M |
| Powell Investment Advisors, LLC |
Miami, Florida |
Q2 2024 |
150 |
$193M |
| Power Corp of Canada |
Montreal, Quebec, Canada (Federal Level) |
Q2 2024 |
3 |
$792M |
| Powers Advisory Group, LLC |
Highland, Illinois |
Q2 2024 |
96 |
$183M |
| POWER WEALTH MANAGEMENT LLC |
Alpharetta, Georgia |
Q2 2024 |
98 |
$209M |
| PPM AMERICA INC/IL |
Chicago, Illinois |
Q2 2024 |
6 |
$11.3M |
| PPSC Investment Service Corp |
Tokyo, Japan |
Q2 2024 |
5 |
$747M |
| PPS&V ASSET MANAGEMENT CONSULTANTS, INC. |
Portage, Michigan |
Q2 2024 |
37 |
$140M |
| Praesidium Investment Management Company, LLC |
New York, New York |
Q2 2024 |
12 |
$526M |
| Praetorian PR LLC |
Rincon, Puerto Rico |
Q2 2024 |
16 |
$272M |
| Praetorian Wealth Management, Inc. |
Carmel, California |
Q2 2024 |
58 |
$391M |
| PRAGMA GESTAO DE PATRIMONIO LTD |
Sao Paulo, Brazil |
Q2 2024 |
21 |
$188M |
| Prairie Sky Financial Group LLC |
Westchester, Illinois |
Q2 2024 |
79 |
$161M |
| PrairieView Partners, LLC |
St. Paul, Minnesota |
Q2 2024 |
363 |
$891M |
| PRAIRIEVIEW WEALTH PARTNERS, LLC |
Orland Park, Illinois |
Q2 2024 |
18 |
$117M |
| Prairie Wealth Advisors, Inc. |
Omaha, Nebraska |
Q2 2024 |
143 |
$197M |
| Prairiewood Capital, LLC |
West Fargo, North Dakota |
Q2 2024 |
78 |
$211M |
| Prana Capital Management, LP |
Greenwich, Connecticut |
Q2 2024 |
93 |
$2.1B |
| Pratt Collard Advisory Partners LLC |
Buffalo, New York |
Q2 2021 |
97 |
$150M |
| PRECEDENT WEALTH PARTNERS, LLC |
Houston, Texas |
Q2 2024 |
134 |
$248M |
| PRECEPT MANAGEMENT LLC |
Dallas, Texas |
Q3 2023 |
35 |
$125M |
| PRECISION PATH CAPITAL, LP |
New York, New York |
Q4 2018 |
16 |
$233M |
| Precision Wealth Strategies, LLC |
Saint Louis, Missouri |
Q2 2024 |
103 |
$96.8M |
| Precocity Capital LP |
Stamford, Connecticut |
Q4 2018 |
40 |
$328M |
| PRELUDE CAPITAL MANAGEMENT, LLC |
New York, New York |
Q2 2024 |
1087 |
$1.19B |
| Premia Global Advisors, LLC |
Coral Gables, Florida |
Q3 2019 |
44 |
$57.9M |
| Premier Fund Managers Ltd |
Guildford, United Kingdom |
Q2 2024 |
195 |
$2.49B |
| Premier Path Wealth Partners, LLC |
Madison, New Jersey |
Q2 2024 |
367 |
$587M |
| Premise Capital, LLC |
Naperville, Illinois |
Q2 2020 |
13 |
$71M |
| Prentice Capital Management, LP |
Greenwich, Connecticut |
Q2 2024 |
22 |
$42.5M |
| Prentice Wealth Management LLC |
Rochester, New York |
Q2 2024 |
105 |
$306M |
| PRENTISS SMITH & CO INC |
Brattleboro, Vermont |
Q2 2024 |
67 |
$143M |
| Prescott General Partners LLC |
Boca Raton, Florida |
Q2 2024 |
9 |
$1.63B |
| PRESCOTT GROUP CAPITAL MANAGEMENT, L.L.C. |
Tulsa, Oklahoma |
Q2 2024 |
219 |
$640M |
| PRESCOTT INVESTORS PROFIT SHARING TRUST |
Boca Raton, Florida |
Q3 2022 |
8 |
$46.4M |
| Presidio Capital Management, LLC |
San Diego, California |
Q2 2024 |
59 |
$143M |
| PRESILIUM PRIVATE WEALTH, LLC |
Radnor, Pennsylvania |
Q2 2024 |
73 |
$396M |
| Presima Securities ULC |
Montreal, Quebec, Canada |
Q2 2024 |
52 |
$450M |
| Prestige Wealth Management Group LLC |
Flemington, New Jersey |
Q2 2024 |
986 |
$463M |
| PREVAIL INNOVATIVE WEALTH ADVISORS, LLC |
Leawood, Kansas |
Q2 2024 |
146 |
$283M |
| Prevatt Capital Ltd |
Nassau, Bahamas |
Q2 2024 |
14 |
$317M |
| Price Capital Management, Inc. |
Lafayette, Louisiana |
Q2 2024 |
1 |
$478K |
| Price Jennifer C. |
New York, New York |
Q2 2024 |
36 |
$83.2M |
| PRICE MICHAEL F |
New York, New York |
Q1 2022 |
127 |
$843M |
| PRICE T ROWE ASSOCIATES INC /MD/ |
Baltimore, Maryland |
Q2 2024 |
2973 |
$836B |
| Price Wealth, LLC |
Austin, Texas |
Q3 2020 |
401 |
$357M |
| Priebe Wealth Holdings LLC |
Maple Grove, Minnesota |
Q2 2024 |
54 |
$126M |
| Primavera Capital Management Ltd |
George Town, Cayman Islands |
Q2 2024 |
4 |
$518M |
| Prime Capital Investment Advisors, LLC |
Overland Park, Kansas |
Q2 2024 |
911 |
$6.75B |
| Prime Capital Management Co Ltd |
Hong Kong, Hong Kong |
Q2 2024 |
5 |
$762M |
| PRIMECAP MANAGEMENT CO/CA/ |
Pasadena, California |
Q2 2024 |
332 |
$138B |
| Prime Movers Lab LLC |
Jackson, Wyoming |
Q1 2024 |
|
$13.5M |
| PRIMORIS WEALTH ADVISORS, LLC |
North Palm Beach, Florida |
Q2 2024 |
96 |
$125M |
| Prince Street Capital Management LLC |
New York, New York |
Q3 2022 |
10 |
$40.3M |
| PRINCETON CAPITAL MANAGEMENT INC |
Princeton, New Jersey |
Q3 2017 |
68 |
$197M |
| PRINCETON CAPITAL MANAGEMENT LLC |
Red Bank, New Jersey |
Q2 2024 |
111 |
$307M |
| Princeton Global Asset Management LLC |
Princeton, New Jersey |
Q2 2024 |
681 |
$453M |
| Princeton Portfolio Strategies Group LLC |
Princeton, New Jersey |
Q2 2021 |
137 |
$516M |
| PRINCIPAL FINANCIAL GROUP INC |
Des Moines, Iowa |
Q2 2024 |
2364 |
$168B |
| PRINCIPAL SECURITIES, INC. |
Des Moines, Iowa |
Q2 2024 |
3388 |
$3.63B |
| Principal Street Partners, LLC |
Memphis, Tennessee |
Q2 2024 |
253 |
$558M |
| Principle Wealth Partners LLC |
Madison, Connecticut |
Q2 2024 |
325 |
$1.31B |
| PRING TURNER CAPITAL GROUP INC |
Walnut Creek, California |
Q2 2024 |
67 |
$143M |
| PRIO WEALTH LIMITED PARTNERSHIP |
Boston, Massachusetts |
Q1 2024 |
268 |
$3.46B |
| Prisma Capital Partners LP |
New York, New York |
Q3 2019 |
8 |
$17.5M |
| Prism Advisors, Inc. |
Studio City, California |
Q2 2024 |
64 |
$330M |
| Private Advisor Group, LLC |
Morristown, New Jersey |
Q2 2024 |
2319 |
$14.9B |
| Private Advisory Group LLC |
Redmond, Washington |
Q2 2024 |
169 |
$761M |
| PRIVATE ASSET MANAGEMENT INC |
San Diego, California |
Q3 2023 |
118 |
$426M |
| Private Capital Advisors, Inc. |
Darien, Connecticut |
Q2 2024 |
81 |
$898M |
| Private Capital Group, LLC |
West Hartford, Connecticut |
Q2 2022 |
1700 |
$132M |
| PRIVATE CAPITAL MANAGEMENT INC |
Eagan, Minnesota |
Q3 2017 |
162 |
$89M |
| Private Capital Management, LLC |
Naples, Florida |
Q2 2024 |
128 |
$843M |
| PRIVATE CAPITAL MANAGEMENT LLC |
Denver, Colorado |
Q2 2024 |
192 |
$548M |
| PRIVATE CLIENT SERVICES, LLC |
Louisville, Kentucky |
Q2 2024 |
138 |
$159M |
| Private Harbour Investment Management & Counsel, LLC |
Sagamore Hills, Ohio |
Q2 2024 |
39 |
$95.1M |
| PRIVATE MANAGEMENT GROUP INC |
Irvine, California |
Q2 2024 |
207 |
$2.6B |
| Private Ocean, LLC |
San Rafael, California |
Q2 2024 |
618 |
$1.13B |
| Private Portfolio Partners LLC |
Paramus, New Jersey |
Q2 2024 |
89 |
$123M |
| PRIVATE TRUST CO NA |
Cleveland, Ohio |
Q2 2024 |
2262 |
$929M |
| Private Vista, LLC |
Chicago, Illinois |
Q2 2020 |
116 |
$205M |
| Private Wealth Advisors, Inc. |
Greensburg, Pennsylvania |
Q4 2020 |
115 |
$175M |
| Private Wealth Advisors, LLC |
Fresno, California |
Q2 2024 |
75 |
$229M |
| Private Wealth Group, LLC |
Tampa, Florida |
Q2 2024 |
59 |
$190M |
| Private Wealth Management Group, LLC |
Princeton, New Jersey |
Q2 2024 |
1497 |
$231M |
| Private Wealth Partners, LLC |
Mill Valley, California |
Q2 2024 |
164 |
$1.33B |
| Private Wealth Strategies, L.L.C. |
New Albany, Ohio |
Q2 2024 |
73 |
$498M |
| Privium Fund Management B.V. |
Amsterdam, Netherlands |
Q2 2024 |
129 |
$392M |
| Privium Fund Management (UK) Ltd |
London, United Kingdom |
Q2 2024 |
164 |
$257M |
| PROATHLETE WEALTH MANAGEMENT LLC |
Boca Raton, Florida |
Q2 2024 |
57 |
$211M |
| Probabilities Fund Management, LLC |
White Plains, New York |
Q4 2021 |
11 |
$28.1M |
| Probity Advisors, Inc. |
Dallas, Texas |
Q2 2024 |
207 |
$483M |
| Processus Wealth & Capital Management, LLC |
Brentwood, Tennessee |
Q2 2024 |
33 |
$121M |
| Procyon Advisors, LLC |
Shelton, Connecticut |
Q2 2024 |
518 |
$1.35B |
| Proem Advisors LLC |
Dallas, Texas |
Q3 2022 |
20 |
$60.4M |
| PROFESSIONAL ADVISORY SERVICES INC |
Vero Beach, Florida |
Q2 2024 |
77 |
$732M |
| Professional Financial Advisors, LLC |
North Platte, Nebraska |
Q2 2024 |
102 |
$362M |
| PROFESSIONAL PLANNING |
Thousand Oaks, California |
Q3 2021 |
124 |
$209M |
| PROFFITT & GOODSON INC |
Knoxville, Tennessee |
Q2 2024 |
278 |
$567M |
| Proficio Capital Partners LLC |
Newton, Massachusetts |
Q2 2024 |
320 |
$952M |
| Profit Investment Management, LLC |
North Bethesda, Maryland |
Q2 2024 |
81 |
$160M |
| PROFUND ADVISORS LLC |
Bethesda, Maryland |
Q2 2024 |
1074 |
$2.7B |
| Progeny 3, Inc. |
Kirkland, Washington |
Q2 2024 |
29 |
$1.04B |
| Progressive Investment Management Corp |
Lake Oswego, Oregon |
Q2 2024 |
61 |
$377M |
| Promethos Capital, LLC |
Boston, Massachusetts |
Q2 2024 |
75 |
$247M |
| Propel Bio Management, LLC |
Los Angeles, California |
Q2 2024 |
24 |
$154M |
| Proprium Capital Partners, L.P. |
Stamford, Connecticut |
Q3 2017 |
2 |
$54M |
| ProQuest Associates IV LLC |
Naples, Florida |
Q3 2018 |
4 |
$53M |
| Proquility Private Wealth Partners, LLC |
Las Vegas, Nevada |
Q2 2024 |
86 |
$293M |
| ProShare Advisors LLC |
Bethesda, Maryland |
Q2 2024 |
1848 |
$37.4B |
| Prosight Management, LP |
Dallas, Texas |
Q2 2024 |
46 |
$335M |
| Prospect Capital Advisors, LLC |
Sausalito, California |
Q2 2024 |
25 |
$237M |
| Prospect Financial Services LLC |
Melville, New York |
Q2 2024 |
75 |
$130M |
| Prospect Hill Management, LLC |
Short Hills, New Jersey |
Q2 2024 |
15 |
$182M |
| PROSPECTOR PARTNERS LLC |
Guilford, Connecticut |
Q2 2024 |
92 |
$853M |
| Prospera Financial Services Inc |
Dallas, Texas |
Q2 2024 |
1134 |
$3.6B |
| PROSPERA PRIVATE WEALTH, LLC |
Oklahoma City, Oklahoma |
Q2 2024 |
133 |
$135M |
| Prosperitas Financial LLC |
Valencia, California |
Q2 2024 |
86 |
$293M |
| Prosperity Capital Management Ltd |
Camana Bay, Cayman Islands |
Q1 2020 |
2 |
$83.6M |
| Prosperity Consulting Group, LLC |
Owings Mills, Maryland |
Q2 2024 |
303 |
$737M |
| Prosperity Financial Group, Inc. |
San Ramon, California |
Q2 2024 |
141 |
$158M |
| Prosperity Planning, Inc. |
Kansas City, Missouri |
Q2 2024 |
102 |
$293M |
| Prosperity Wealth Management, Inc. |
San Ramon, California |
Q2 2024 |
169 |
$203M |
| Prossimo Advisors, LLC |
San Luis Obispo, California |
Q2 2024 |
126 |
$110M |
| Prostatis Group LLC |
Hanover, Maryland |
Q2 2023 |
27 |
$68.8M |
| PROTECTIVE LIFE CORP |
Birmingham, Alabama |
Q2 2024 |
1 |
$3.29M |
| PROVENCE WEALTH MANAGEMENT GROUP |
Irvine, California |
Q4 2023 |
459 |
$186M |
| Provenire Capital, LLC |
Eden Prairie, Minnesota |
Q3 2021 |
37 |
$27.1M |
| Providence Capital Advisors, LLC |
Charlotte, North Carolina |
Q2 2024 |
355 |
$459M |
| Providence Equity Partners L.L.C. |
Providence, Rhode Island |
Q2 2024 |
3 |
$1.08B |
| Providence First Trust Co |
Scottsdale, Arizona |
Q2 2024 |
93 |
$222M |
| Providence Wealth Advisors, LLC |
Frankfort, Illinois |
Q2 2024 |
79 |
$125M |
| Provident Co of the Employees of the Hebrew University LTD |
Jerusalem, Israel |
Q2 2024 |
30 |
$84M |
| Provident Investment Management, Inc. |
Novi, Michigan |
Q2 2024 |
75 |
$1.1B |
| PROVIDENT TRUST CO |
Waukesha, Wisconsin |
Q2 2024 |
27 |
$5.39B |
| Provident Wealth Management, LLC |
Brentwood, Tennessee |
Q2 2024 |
119 |
$273M |
| ProVise Management Group, LLC |
Clearwater, Florida |
Q2 2024 |
295 |
$1.17B |
| Proxima Capital Management, LLC |
New York, New York |
Q3 2020 |
26 |
$21M |
| Prudence Asset Management Ltd |
Hong Kong, Hong Kong |
Q3 2018 |
5 |
$3.65M |
| Prudence Investment Management (Hong Kong) Ltd. |
12 Harcourt Road Central, Hong Kong |
Q3 2022 |
23 |
$78.2M |
| PRUDENTIAL FINANCIAL INC |
Newark, New Jersey |
Q2 2024 |
2682 |
$66.6B |
| PRUDENTIAL PLC |
London, England, United Kingdom |
Q2 2024 |
746 |
$14.4B |
| PRUDENT INVESTORS NETWORK, INC. |
Lake Forest, California |
Q2 2024 |
45 |
$277M |
| Prudent Man Advisors, LLC |
Naperville, Illinois |
Q2 2024 |
171 |
$279M |
| PRW Wealth Management LLC |
Quincy, Massachusetts |
Q3 2023 |
113 |
$261M |
| Prysm Capital, L.P. |
Princeton, New Jersey |
Q2 2024 |
1 |
$10.4M |
| Psagot Value Holdings Ltd. |
Tel Aviv, Israel |
Q3 2021 |
408 |
$580M |
| P SCHOENFELD ASSET MANAGEMENT LP |
New York, New York |
Q2 2024 |
29 |
$230M |
| P&S Credit Management, L.P. |
New York, New York |
Q1 2024 |
9 |
$18.5M |
| PSG Equity L.L.C. |
Boston, Massachusetts |
Q2 2024 |
1 |
$938M |
| PSI Advisors, LLC |
Tampa, Florida |
Q2 2024 |
875 |
$316M |
| PSquared Asset Management AG |
Zurich, Switzerland |
Q2 2024 |
10 |
$483M |
| PT ASSET MANAGEMENT, LLC |
Chicago, Illinois |
Q3 2018 |
5 |
$13.7M |
| PUBLIC EMPLOYEES RETIREMENT ASSOCIATION OF COLORADO |
Denver, Colorado |
Q2 2024 |
1914 |
$23.9B |
| PUBLIC EMPLOYEES RETIREMENT SYSTEM OF OHIO |
Columbus, Ohio |
Q2 2024 |
1993 |
$25.6B |
| PUBLIC INVESTMENT FUND |
Al Aqiq District, Riyadh, Saudi Arabia |
Q2 2024 |
26 |
$17.5B |
| PUBLIC SECTOR PENSION INVESTMENT BOARD |
Montreal, Quebec, Canada |
Q2 2024 |
1227 |
$15.7B |
| Puissance Capital Management LP |
New York, New York |
Q3 2020 |
5 |
$17.3M |
| Pullen Investment Management, LLC |
Bradenton, Florida |
Q2 2024 |
99 |
$121M |
| PUNCH & ASSOCIATES INVESTMENT MANAGEMENT, INC. |
Edina, Minnesota |
Q2 2024 |
171 |
$1.7B |
| Punch Card Capital, L.P. |
Winter Park, Florida |
Q3 2014 |
2 |
$107M |
| Punch Card Management L.P. |
Winter Park, Florida |
Q2 2024 |
4 |
$338M |
| PURA VIDA INVESTMENTS, LLC |
New York, New York |
Q2 2024 |
27 |
$82.7M |
| Pure Financial Advisors, LLC |
San Diego, California |
Q2 2024 |
313 |
$3.6B |
| PURSUE WEALTH PARTNERS LLC |
Clayton, California |
Q2 2024 |
111 |
$183M |
| Purus Wealth Management, LLC |
Newport Beach, California |
Q2 2024 |
116 |
$226M |
| PUTNAM INVESTMENTS LLC |
Boston, Massachusetts |
Q4 2023 |
1149 |
$75.7B |
| PUZO MICHAEL J |
Boston, Massachusetts |
Q2 2024 |
73 |
$360M |
| PVG Asset Management |
Golden, Colorado |
Q4 2016 |
98 |
$238M |
| PVG ASSET MANAGEMENT CORP |
Golden, Colorado |
Q2 2024 |
36 |
$25.2M |
| PWMCO, LLC |
Chicago, Illinois |
Q1 2020 |
55 |
$298M |
| PW Partners Capital Management LLC |
Chicago, Illinois |
Q3 2016 |
4 |
$76.7M |
| PYA Waltman Capital, LLC |
Knoxville, Tennessee |
Q2 2024 |
66 |
$272M |
| PYRRHO CAPITAL MANAGEMENT, LP |
New York, New York |
Q4 2016 |
31 |
$66.5M |
| PZENA INVESTMENT MANAGEMENT LLC |
New York, New York |
Q2 2024 |
160 |
$27.2B |