Saba Capital Management, L.P. |
New York, New York |
Q2 2024 |
376 |
$4.54B |
Sabal Capital Management, LLC |
Santa Monica, California |
Q3 2016 |
14 |
$33.2M |
Sabal Trust CO |
St. Petersburg, Florida |
Q2 2024 |
210 |
$1.68B |
Saban Capital Group LLC |
Los Angeles, California |
Q3 2019 |
18 |
$59.5M |
SABBY MANAGEMENT, LLC |
Miami Beach, Florida |
Q2 2024 |
27 |
$7.53M |
Saber Capital Managment, LLC |
Fuquay Varina, North Carolina |
Q3 2023 |
18 |
$56.8M |
Sachem Head Capital Management LP |
New York, New York |
Q2 2024 |
16 |
$2.01B |
Sachetta, LLC |
Lynnfield, Massachusetts |
Q2 2024 |
1235 |
$228M |
Sacks David O |
San Francisco, California |
Q3 2023 |
2 |
$19.8M |
Saddle Point Management, L.P. |
New York, New York |
Q3 2022 |
9 |
$2.89M |
Saddle Road Partners, LLC |
Omaha, Nebraska |
Q4 2016 |
101 |
$169M |
SADOFF INVESTMENT MANAGEMENT LLC |
Milwaukee, Wisconsin |
Q3 2022 |
86 |
$1.28B |
Safeguard Financial, LLC |
Green Bay, Wisconsin |
Q2 2024 |
100 |
$360M |
Safeguard Investment Advisory Group, LLC |
Corona, California |
Q2 2024 |
107 |
$322M |
Safir Wealth Advisors, LLC |
Greenland, New Hampshire |
Q2 2024 |
15 |
$122M |
Sagace Wealth Management LLC |
St. Petersburg, Florida |
Q2 2024 |
48 |
$102M |
Sagard Capital Partners Management Corp |
New York, New York |
Q3 2019 |
1 |
$46.7M |
Sage Advisory Services, Ltd.Co. |
Austin, Texas |
Q2 2024 |
46 |
$356M |
Sage Capital Advisors,llc |
Sioux Falls, South Dakota |
Q2 2024 |
134 |
$348M |
Sage Capital Management, LLC |
Sarasota, Florida |
Q3 2015 |
37 |
$68.7M |
Sage Capital Management, LLC |
Stockton, New Jersey |
Q2 2024 |
154 |
$190M |
Sagefield Capital LP |
Dallas, Texas |
Q2 2024 |
93 |
$948M |
SAGE FINANCIAL GROUP INC |
W. Conshohocken, Pennsylvania |
Q2 2024 |
101 |
$1.15B |
Sage Financial Management Group, Inc. |
Mclean, Virginia |
Q2 2024 |
14 |
$32.9M |
SageGuard Financial Group, LLC |
Goodlettsville, Tennessee |
Q3 2021 |
15 |
$6.37M |
Sage Investment Advisers LLC |
Wappingers Falls, New York |
Q2 2024 |
68 |
$88.4M |
Sage Mountain Advisors LLC |
Atlanta, Georgia |
Q2 2024 |
421 |
$1.08B |
SAGE PRIVATE WEALTH GROUP, LLC |
Oakbrook Terrace, Illinois |
Q3 2022 |
184 |
$75.7M |
SAGE RHINO CAPITAL LLC |
Menlo Park, California |
Q2 2024 |
251 |
$419M |
Sage Rock Capital Management LP |
New York, New York |
Q2 2024 |
43 |
$26.7M |
SageView Advisory Group, LLC |
Newport Beach, California |
Q2 2024 |
559 |
$2.15B |
Sageworth Trust Co |
Lancaster, Pennsylvania |
Q2 2024 |
113 |
$1.59B |
Sageworth Trust Co of South Dakota |
Sioux Falls, South Dakota |
Q2 2024 |
43 |
$68.1M |
Sagil Capital LLP |
London, United Kingdom |
Q2 2024 |
14 |
$114M |
Sahana Capital Management LP |
Greenwich, Connecticut |
Q2 2024 |
10 |
$645M |
Saiers Capital, LLC |
New York, New York |
Q2 2015 |
12 |
$8.08M |
SAIF Advisors Ltd |
Admiralty, Hong Kong |
Q2 2021 |
3 |
$438M |
SailingStone Capital Partners LLC |
Houston, Texas |
Q2 2024 |
14 |
$265M |
SALEM CAPITAL MANAGEMENT INC |
Woburn, Massachusetts |
Q3 2022 |
55 |
$126M |
SALEM INVESTMENT COUNSELORS INC |
Winston Salem, North Carolina |
Q2 2024 |
1165 |
$3.1B |
Salient Private Client, LLC |
Houston, Texas |
Q3 2018 |
108 |
$513M |
Salomon & Ludwin, LLC |
Richmond, Virginia |
Q2 2024 |
733 |
$896M |
Saltoro Capital, LP |
Dallas, Texas |
Q2 2024 |
4 |
$123K |
SAL Trading, LLC |
Bala Cynwyd, Pennsylvania |
Q2 2024 |
7 |
$54.1M |
Salvus Wealth Management, LLC |
Red Bank, New Jersey |
Q2 2024 |
110 |
$146M |
SALZHAUER MICHAEL |
New York, New York |
Q2 2024 |
73 |
$124M |
SAM Advisors, LLC |
Oakhurst, California |
Q2 2024 |
36 |
$276M |
Samalin Investment Counsel, LLC |
Chappaqua, New York |
Q2 2024 |
274 |
$214M |
S.A. Mason LLC |
Holland, Michigan |
Q2 2024 |
318 |
$176M |
Samjo Management, LLC |
New York, New York |
Q2 2024 |
53 |
$242M |
SAMLYN CAPITAL, LLC |
New York, New York |
Q2 2024 |
86 |
$5.82B |
Samsara BioCapital, LLC |
Palo Alto, California |
Q2 2024 |
40 |
$478M |
Samson Capital Advisors LLC |
New York, New York |
Q3 2015 |
75 |
$228M |
Samson Capital Management, LLC |
Leawood, Kansas |
Q2 2019 |
11 |
$53.2M |
Samson Rock Capital LLP |
London, United Kingdom |
Q2 2024 |
5 |
$135M |
Samsung Asset Management (New York), Inc. |
New York, New York |
Q3 2016 |
72 |
$109M |
SANBORN KILCOLLIN PARTNERS LLC |
Chicago, Illinois |
Q3 2014 |
16 |
$116M |
Sanchez Wealth Management Group |
Jacksonville, Florida |
Q2 2024 |
38 |
$309M |
Sanctuary Advisors, LLC |
Indianapolis, Indiana |
Q2 2024 |
2329 |
$13.4B |
Sanctuary Wealth Management, L.L.C. |
Pocatello, Idaho |
Q2 2024 |
256 |
$132M |
Sandbox Financial Partners, LLC |
Bethesda, Maryland |
Q2 2024 |
97 |
$261M |
Sandell Asset Management Corp. |
New York, New York |
Q3 2020 |
30 |
$172M |
Sandell Investment Services LLC |
New York, New York |
Q4 2015 |
17 |
$22.8M |
SANDER CAPITAL ADVISORS INC |
Seattle, Washington |
Q2 2024 |
15 |
$219M |
Sanders Capital, LLC |
West Palm Beach, Florida |
Q2 2024 |
45 |
$65.3B |
SANDERS MORRIS HARRIS LLC |
Houston, Texas |
Q2 2024 |
289 |
$609M |
Sand Grove Capital Management LLP |
London, United Kingdom |
Q2 2024 |
20 |
$342M |
Sandhill Capital Partners LLC |
Buffalo, New York |
Q2 2024 |
88 |
$1.3B |
Sand Hill Global Advisors, LLC |
Palo Alto, California |
Q2 2024 |
189 |
$2.2B |
Sandia Holdings, LLC |
Greenwich, Connecticut |
Q3 2018 |
19 |
$213M |
Sandia Investment Management LP |
Boston, Massachusetts |
Q2 2024 |
90 |
$79.5M |
SANDLER CAPITAL MANAGEMENT |
New York, New York |
Q2 2024 |
90 |
$508M |
SANDS CAPITAL MANAGEMENT, LLC |
Arlington, Virginia |
Q2 2024 |
66 |
$34B |
Sands Capital Ventures, LLC |
Arlington, Virginia |
Q2 2024 |
20 |
$299M |
Sandy Cove Advisors, LLC |
Hingham, Massachusetts |
Q2 2024 |
111 |
$225M |
Sandy Spring Bank |
Olney, Maryland |
Q2 2024 |
1274 |
$2.27B |
Sanford Advisory Services, LLC |
Portage, Michigan |
Q4 2022 |
119 |
$420M |
SAN FRANCISCO SENTRY INVESTMENT GROUP (CA) |
San Francisco, California |
Q2 2021 |
677 |
$192M |
Sanibel Captiva Investment Advisers, Inc. |
Chicago, Illinois |
Q4 2013 |
100 |
$162M |
Sanibel Captiva Trust Company, Inc. |
Sanibel, Florida |
Q2 2024 |
369 |
$2.92B |
San Luis Wealth Advisors LLC |
San Luis Obispo, California |
Q2 2024 |
133 |
$416M |
Sansar Capital Management, LLC |
New York, New York |
Q3 2014 |
2 |
$3.52M |
SANTA MONICA PARTNERS LP |
Palm Beach Gardens, Florida |
Q2 2024 |
16 |
$149M |
Sante Capital Fund, LP |
Austin, Texas |
Q3 2022 |
67 |
$48.9M |
Santori & Peters, Inc. |
Monroeville, Pennsylvania |
Q2 2024 |
58 |
$234M |
Sapience Investments, LLC |
Newport Beach, California |
Q2 2024 |
85 |
$196M |
SAPIENT CAPITAL LLC |
Indianapolis, Indiana |
Q2 2024 |
364 |
$4.8B |
Sapphire Star Partners LP |
Redmond, Washington |
Q4 2018 |
82 |
$64.6M |
SAPPHIRE VENTURES, L.L.C. |
Austin, Texas |
Q2 2024 |
6 |
$118M |
Sara-Bay Financial |
Sarasota, Florida |
Q2 2024 |
86 |
$246M |
Sarasin & Partners LLP |
London, United Kingdom |
Q2 2024 |
83 |
$11.3B |
Saratoga Research & Investment Management |
Saratoga, California |
Q2 2024 |
42 |
$2.2B |
SARD WEALTH MANAGEMENT GROUP, LLC |
Atlanta, Georgia |
Q2 2024 |
45 |
$142M |
Sargent Investment Group, LLC |
Bethesda, Maryland |
Q2 2024 |
220 |
$490M |
Sarissa Capital Management LP |
Greenwich, Connecticut |
Q2 2024 |
10 |
$592M |
SARISSA CONSULTING LLC |
Santa Monica, California |
Q3 2022 |
51 |
$96.9M |
SASCO CAPITAL INC / CT/ |
Fairfield, Connecticut |
Q2 2024 |
52 |
$708M |
Sassicaia Capital Advisers LLC |
Jericho, New York |
Q2 2024 |
20 |
$24.7M |
Sather Financial Group Inc |
Victoria, Texas |
Q2 2024 |
83 |
$1.44B |
SATOVSKY ASSET MANAGEMENT LLC |
New York, New York |
Q2 2024 |
52 |
$416M |
SATURNA CAPITAL CORP |
Bellingham, Washington |
Q2 2024 |
166 |
$7.53B |
Saturn V Capital Management LP |
Austin, Texas |
Q2 2024 |
26 |
$265M |
Saudi Central Bank |
Riyadh, Saudi Arabia |
Q2 2024 |
7 |
$992M |
Savant Capital, LLC |
Rockford, Illinois |
Q2 2024 |
1256 |
$9.99B |
Savior LLC |
Wellesley Hills, Massachusetts |
Q2 2024 |
16 |
$19.2M |
Savitr Capital, LLC |
San Francisco, California |
Q2 2014 |
39 |
$56.8M |
Savoie Capital LLC |
Chicago, Illinois |
Q2 2024 |
87 |
$772M |
Savoir Faire Capital Management, L.P. |
Norwalk, Connecticut |
Q2 2024 |
53 |
$257M |
Savvy Advisors, Inc. |
New York, New York |
Q2 2024 |
300 |
$307M |
SAWGRASS ASSET MANAGEMENT LLC |
Ponte Vedra Beach, Florida |
Q2 2024 |
178 |
$923M |
Sawyer & Company, Inc |
Boston, Massachusetts |
Q2 2024 |
172 |
$252M |
SAXON INTERESTS, INC. |
Houston, Texas |
Q2 2024 |
178 |
$210M |
Saxony Capital Management, LLC |
St. Louis, Missouri |
Q2 2024 |
124 |
$91M |
SAX WEALTH ADVISORS, LLC |
Parsippany, New Jersey |
Q2 2024 |
274 |
$1.05B |
SAYBROOK CAPITAL /NC |
Winston Salem, North Carolina |
Q2 2024 |
43 |
$353M |
SBB Research Group LLC |
Northbrook, Illinois |
Q3 2023 |
34 |
$55.8M |
SB Global Advisers Ltd |
London, United Kingdom |
Q4 2022 |
10 |
$861M |
SB INVESTMENT ADVISERS (UK) LTD |
London, United Kingdom |
Q2 2024 |
12 |
$10.8B |
SBK Financial, Inc. |
Richmond, Virginia |
Q4 2022 |
61 |
$63.1M |
SCALAR GAUGE MANAGEMENT, LLC |
Dallas, Texas |
Q2 2024 |
29 |
$172M |
Scale Management, LLC |
Foster City, California |
Q4 2020 |
3 |
$359M |
Scarborough Advisors, LLC |
Annapolis, Maryland |
Q2 2024 |
446 |
$243M |
SCFF MANAGEMENT LLC |
Menlo Park, California |
Q3 2015 |
3 |
$31.6M |
S.C. Financial Services, Inc. |
Scottsdale, Arizona |
Q4 2022 |
118 |
$65M |
SCF Partners, Inc. |
Houston, Texas |
Q2 2024 |
2 |
$29.3M |
SCGE MANAGEMENT, L.P. |
Menlo Park, California |
Q2 2024 |
19 |
$5.12B |
SCGF GENPAR LTD |
Menlo Park, California |
Q1 2014 |
1 |
$7.79M |
Schaeffer Financial LLC |
Rockville, Maryland |
Q2 2024 |
16 |
$92.1M |
SCHAFER CULLEN CAPITAL MANAGEMENT INC |
New York, New York |
Q1 2021 |
58 |
$491M |
SCHALLER INVESTMENT GROUP INC |
Winston Salem, North Carolina |
Q4 2019 |
34 |
$95.7M |
SCHAPER BENZ & WISE INVESTMENT COUNSEL INC/WI |
Neenah, Wisconsin |
Q2 2024 |
146 |
$1.15B |
SCHARF INVESTMENTS, LLC |
Los Gatos, California |
Q2 2024 |
58 |
$3.51B |
Schear Investment Advisers, LLC |
Cincinnati, Ohio |
Q2 2024 |
81 |
$138M |
Schechter Investment Advisors, LLC |
Birmingham, Michigan |
Q2 2024 |
647 |
$1.33B |
Scheer, Rowlett & Associates Investment Management Ltd. |
Toronto, Ontario, Canada |
Q2 2024 |
35 |
$1.31B |
SCHF (GPE), LLC |
Wilson, Wyoming |
Q3 2023 |
2 |
$5.48M |
SC&H Financial Advisors, Inc. |
Sparks, Maryland |
Q2 2024 |
144 |
$408M |
Schiavi & Co LLC |
Wilmington, Delaware |
Q2 2024 |
34 |
$255M |
SCHMIDT P J INVESTMENT MANAGEMENT INC |
Cedarburg, Wisconsin |
Q2 2024 |
182 |
$547M |
SCHNEIDER CAPITAL MANAGEMENT CORP |
Berwyn, Pennsylvania |
Q1 2020 |
34 |
$175M |
Schneider Downs Wealth Management Advisors, LP |
Pittsburgh, Pennsylvania |
Q2 2024 |
131 |
$449M |
SCHNIEDERS CAPITAL MANAGEMENT LLC |
Pasadena, California |
Q2 2024 |
200 |
$495M |
SCHOLTZ & COMPANY, LLC |
Stamford, Connecticut |
Q2 2024 |
50 |
$235M |
Schonfeld Strategic Advisors LLC |
New York, New York |
Q2 2024 |
1956 |
$12.9B |
Schoolcraft Capital LLC |
Boulder, Colorado |
Q2 2024 |
66 |
$466M |
SCHOOL EMPLOYEES RETIREMENT BOARD OF OHIO |
Columbus, Ohio |
Q2 2024 |
2 |
$119M |
SCHOONER CAPITAL CORP |
Vero Beach, Florida |
Q3 2020 |
1 |
$23.2M |
Schooner Foundation |
Boston, Massachusetts |
Q3 2018 |
1 |
$49.6M |
SCHRODER INVESTMENT MANAGEMENT GROUP |
London, United Kingdom |
Q2 2024 |
1192 |
$90.7B |
SCHRODERS IS Ltd |
London, United Kingdom |
Q4 2022 |
3 |
$185M |
Schrum Private Wealth Management LLC |
St. Augustine, Florida |
Q2 2024 |
126 |
$111M |
Schubert & Co |
Mckinney, Texas |
Q2 2024 |
32 |
$117M |
SCHULHOFF & CO INC |
Cincinnati, Ohio |
Q2 2024 |
127 |
$221M |
Schulz Wealth, LTD. |
Mansfield, Texas |
Q2 2024 |
57 |
$118M |
Schusterman Interests, LLC |
Tulsa, Oklahoma |
Q2 2024 |
9 |
$76.6M |
SCHUTZ ANTON VILLARS |
Coral Gables, Florida |
Q4 2013 |
28 |
$4.41M |
Schwallier Wealth Management LLC |
Grand Rapids, Michigan |
Q2 2024 |
28 |
$123M |
SCHWARTZ INVESTMENT COUNSEL INC |
Plymouth, Michigan |
Q2 2024 |
134 |
$2.7B |
SCHWARZ DYGOS WHEELER INVESTMENT ADVISORS LLC |
Minneapolis, Minnesota |
Q2 2024 |
143 |
$362M |
SCHWERIN BOYLE CAPITAL MANAGEMENT INC |
Springfield, Massachusetts |
Q2 2024 |
51 |
$953M |
Sciencast Management LP |
Princeton, New Jersey |
Q2 2024 |
224 |
$287M |
Scientech Research LLC |
Jersey City, New Jersey |
Q2 2024 |
563 |
$485M |
Scion Asset Management, LLC |
Saratoga, California |
Q2 2024 |
10 |
$52.5M |
SC ISRAEL IV GENPAR, LTD. |
Herzelia, Israel |
Q3 2023 |
1 |
$22.7M |
Scissortail Wealth Management, LLC |
Tulsa, Oklahoma |
Q2 2024 |
124 |
$383M |
SCOGGIN MANAGEMENT LP |
New York, New York |
Q2 2024 |
37 |
$150M |
S&CO INC |
Boston, Massachusetts |
Q2 2024 |
217 |
$1.43B |
SCOPIA CAPITAL MANAGEMENT LP |
New York, New York |
Q2 2024 |
33 |
$675M |
SCOPUS ASSET MANAGEMENT, L.P. |
New York, New York |
Q2 2024 |
124 |
$3.19B |
Scoria Capital Partners LP |
Stamford, Connecticut |
Q3 2017 |
40 |
$89.1M |
SCOTIA CAPITAL INC. |
Toronto, Ontario, Canada |
Q2 2024 |
825 |
$17B |
Scott Capital Advisors, LLC |
Portland, Oregon |
Q2 2024 |
50 |
$338M |
Scott Investment Partners LLP |
Henley On Thames, United Kingdom |
Q3 2023 |
43 |
$43.5M |
Scottrade Investment Management |
Saint Louis, Missouri |
Q3 2017 |
8 |
$1.84B |
Scott & Selber, Inc. |
Houston, Texas |
Q2 2024 |
86 |
$314M |
SCOUT INVESTMENTS, INC. |
Kansas City, Missouri |
Q2 2024 |
194 |
$3.73B |
SCOUT TRADING, LLC |
New York, New York |
Q4 2013 |
12 |
$61.7M |
SCP Investment, LP |
Orinda, California |
Q2 2024 |
51 |
$157M |
SCS Capital Management LLC |
Boston, Massachusetts |
Q1 2024 |
71 |
$4.7B |
Sculati Wealth Management, LLC |
Bloomfield Hills, Michigan |
Q2 2024 |
102 |
$234M |
Sculptor Capital LP |
New York, New York |
Q2 2024 |
264 |
$4.83B |
SC US (TTGP), LTD. |
Menlo Park, California |
Q2 2024 |
18 |
$12.4B |
SCW Capital Management, LP |
Dallas, Texas |
Q3 2022 |
5 |
$24.5M |
SC XI MANAGEMENT LLC |
Menlo Park, California |
Q3 2016 |
1 |
$4.62M |
SeaBridge Investment Advisors LLC |
Summit, New Jersey |
Q2 2024 |
149 |
$386M |
Seacliff Capital, LLC |
Southport, Connecticut |
Q1 2019 |
36 |
$102M |
Sea Cliff Partners Management, LP |
San Francisco, California |
Q2 2024 |
14 |
$292M |
SeaCrest Wealth Management, LLC |
Purchase, New York |
Q2 2024 |
613 |
$879M |
Seafarer Capital Partners, LLC |
Larkspur, California |
Q2 2024 |
6 |
$293M |
Seamans Capital Management, LLC |
Boston, Massachusetts |
Q3 2015 |
57 |
$27.7M |
SEAMOUNT FINANCIAL GROUP INC |
Colorado Springs, Colorado |
Q2 2024 |
87 |
$123M |
Sea Otter Advisors LLC |
Miami, Florida |
Q2 2024 |
45 |
$11.9M |
Seaport Global Advisors, LLC |
Boston, Massachusetts |
Q2 2024 |
42 |
$27.9M |
SEAPORT GLOBAL ASSET MANAGEMENT LLC |
New York, New York |
Q3 2021 |
150 |
$39.9M |
Searchlight Capital Partners, L.P. |
New York, New York |
Q2 2024 |
4 |
$305M |
SEARCY FINANCIAL SERVICES INC /ADV |
Overland Park, Kansas |
Q2 2024 |
25 |
$200M |
SEARLE & CO. |
Greenwich, Connecticut |
Q2 2024 |
184 |
$427M |
Seascape Capital Management |
Portsmouth, New Hampshire |
Q2 2024 |
99 |
$268M |
Seaside Wealth Management, Inc. |
Carlsbad, California |
Q2 2024 |
58 |
$241M |
SeaStone Capital Management, L.P. |
New York, New York |
Q1 2016 |
10 |
$87.2M |
SeaTown Holdings Pte. Ltd. |
Singapore, Singapore |
Q2 2024 |
13 |
$138M |
SEAVIEW INVESTMENT MANAGERS LLC |
Miami, Florida |
Q2 2024 |
92 |
$332M |
Seawolf Capital, LLC |
New York, New York |
Q1 2017 |
33 |
$52.2M |
Sebold Capital Management, Inc. |
Lisle, Illinois |
Q2 2024 |
71 |
$145M |
SECOND CURVE CAPITAL LLC |
Radnor, Pennsylvania |
Q4 2021 |
26 |
$93.1M |
Second Half Financial Partners, LLC |
Sebring, Florida |
Q2 2024 |
40 |
$125M |
Second Line Capital, LLC |
Metairie, Louisiana |
Q2 2024 |
115 |
$327M |
Secrest Blakey & Associates, LLC |
Raleigh, North Carolina |
Q3 2020 |
62 |
$43.7M |
SECTORAL ASSET MANAGEMENT INC |
Montreal, Quebec, Canada |
Q2 2024 |
97 |
$246M |
SECTOR GAMMA AS |
Oslo, Norway |
Q2 2024 |
28 |
$268M |
Secure Asset Management, LLC |
Troy, Michigan |
Q2 2024 |
277 |
$527M |
SECURED RETIREMENT ADVISORS, LLC |
St Louis Park, Minnesota |
Q2 2024 |
116 |
$128M |
SECURIAN ASSET MANAGEMENT, INC |
St Paul, Minnesota |
Q2 2024 |
927 |
$3.43B |
SECURITY ASSET MANAGEMENT |
New York, New York |
Q1 2023 |
76 |
$171M |
SECURITY BENEFIT LIFE INSURANCE CO /KS/ |
Topeka, Kansas |
Q2 2024 |
29 |
$307M |
Security Financial Services, INC. |
Fort Wayne, Indiana |
Q2 2024 |
162 |
$460M |
Security National Bank |
Omaha, Nebraska |
Q2 2024 |
288 |
$689M |
SECURITY NATIONAL BANK OF SIOUX CITY IOWA /IA/ |
Sioux City, Iowa |
Q2 2024 |
92 |
$139M |
SECURITY NATIONAL BANK OF SO DAK |
Sioux City, Iowa |
Q2 2024 |
95 |
$167M |
SECURITY NATIONAL TRUST CO |
Wheeling, West Virginia |
Q3 2021 |
389 |
$430M |
S.E.E.D. Planning Group LLC |
Binghamton, New York |
Q2 2024 |
74 |
$275M |
SEEDS INVESTOR LLC |
New York, New York |
Q2 2024 |
213 |
$195M |
Seed Wealth Management, Inc. |
Evanston, Illinois |
Q2 2024 |
149 |
$115M |
Seelaus Asset Management LLC |
Chatham, New Jersey |
Q2 2024 |
175 |
$98.6M |
SEEYOND |
Paris, France |
Q4 2022 |
602 |
$1.03B |
SEGALL BRYANT & HAMILL, LLC |
Chicago, Illinois |
Q2 2024 |
409 |
$5.64B |
Segantii Capital Management Ltd |
Hong Kong, Hong Kong |
Q1 2024 |
64 |
$1.01B |
Segment Wealth Management, LLC |
Houston, Texas |
Q2 2024 |
259 |
$1.36B |
SEGRA CAPITAL MANAGEMENT, LLC |
Palm Beach, Florida |
Q2 2024 |
4 |
$109M |
SEIDMAN LAWRENCE B |
Parsippany, New Jersey |
Q4 2020 |
25 |
$79.8M |
SEI INVESTMENTS CO |
Oaks, Pennsylvania |
Q2 2024 |
2655 |
$70.6B |
SEIZERT CAPITAL PARTNERS, LLC |
Birmingham, Michigan |
Q2 2024 |
171 |
$2.01B |
SELDON CAPITAL LP |
San Francisco, California |
Q2 2024 |
61 |
$183M |
Select Asset Management & Trust |
Mechanicsburg, Pennsylvania |
Q2 2024 |
65 |
$251M |
Select Equity Group, L.P. |
New York, New York |
Q2 2024 |
145 |
$25.2B |
Selective Wealth Management, Inc. |
Forest, Virginia |
Q2 2024 |
102 |
$227M |
Selkirk Management LLC |
Chatham, New Jersey |
Q2 2024 |
16 |
$213M |
Selway Asset Management |
Boise, Idaho |
Q2 2024 |
75 |
$245M |
SELZ CAPITAL LLC |
New York, New York |
Q4 2019 |
62 |
$570M |
Semanteon Capital Management, LP |
Newton, Massachusetts |
Q2 2024 |
199 |
$141M |
Semmax Financial Advisors Inc. |
Winston Salem, North Carolina |
Q2 2024 |
410 |
$327M |
SEMPER AUGUSTUS INVESTMENTS GROUP LLC |
Highlands Ranch, Colorado |
Q2 2024 |
39 |
$559M |
Semper Trust Co. |
King Of Prussia, Pennsylvania |
Q4 2015 |
105 |
$71.9M |
Semus Wealth Partners LLC |
Boca Raton, Florida |
Q2 2024 |
115 |
$130M |
Senator Investment Group LP |
New York, New York |
Q2 2024 |
70 |
$2.05B |
Sender Co & Partners, Inc. |
New York, New York |
Q2 2024 |
39 |
$87.1M |
Sendero Wealth Management, LLC |
San Antonio, Texas |
Q2 2024 |
155 |
$594M |
SENECA CAPITAL INVESTMENTS, L.P. |
New York, New York |
Q4 2015 |
2 |
$981K |
Seneca House Advisors |
Richmond, Virginia |
Q2 2024 |
80 |
$231M |
Sensible Financial Planning & Management, LLC. |
Waltham, Massachusetts |
Q2 2024 |
27 |
$463M |
Sensible Money, LLC |
Scottsdale, Arizona |
Q1 2024 |
82 |
$186M |
SENTINEL ASSET MANAGEMENT, INC. |
Montpelier, Vermont |
Q3 2019 |
1 |
$831K |
SENTINEL PENSION ADVISORS INC. |
Wakefield, Massachusetts |
Q2 2024 |
110 |
$482M |
SENTINEL TRUST CO LBA |
Houston, Texas |
Q2 2024 |
136 |
$814M |
Sentinus, LLC |
Oak Brook, Illinois |
Q2 2024 |
182 |
$308M |
SENTRY INVESTMENT MANAGEMENT LLC |
Stevens Point, Wisconsin |
Q2 2024 |
458 |
$225M |
Sentry Investments Corp. |
Toronto, Ontario, Canada |
Q1 2018 |
153 |
$4.72B |
Sentry LLC |
Memphis, Tennessee |
Q2 2024 |
125 |
$543M |
Senvest Management, LLC |
New York, New York |
Q2 2024 |
49 |
$2.6B |
Sepio Capital, LP |
Salt Lake City, Utah |
Q2 2024 |
276 |
$1.09B |
Sequent Asset Management, LLC |
Houston, Texas |
Q2 2024 |
92 |
$199M |
Sequent Planning LLC |
Omaha, Nebraska |
Q2 2024 |
138 |
$292M |
Sequoia Financial Advisors, LLC |
Akron, Ohio |
Q2 2024 |
1200 |
$8.29B |
Sequoia Wealth Management, LLC |
Hoffman Estates, Illinois |
Q4 2019 |
19 |
$12.9M |
Serengeti Asset Management LP |
New York, New York |
Q3 2022 |
32 |
$30.5M |
SERENITY CAPITAL MANAGEMENT PTE. LTD. |
Singapore, Singapore |
Q2 2024 |
4 |
$162M |
Serent Capital Management Co LLC |
San Francisco, California |
Q2 2024 |
1 |
$46.6M |
Sessa Capital IM, L.P. |
New York, New York |
Q2 2024 |
27 |
$2.56B |
Settian Capital LP |
New York, New York |
Q2 2024 |
29 |
$136M |
SevenBridge Financial Group, LLC |
Harrisburg, Pennsylvania |
Q2 2024 |
207 |
$444M |
Seven Bridges Advisors LLC |
New York, New York |
Q3 2018 |
2 |
$9.75M |
SEVEN EIGHT CAPITAL, LP |
New York, New York |
Q2 2024 |
665 |
$958M |
SEVEN GRAND MANAGERS, LLC |
Bronxville, New York |
Q2 2024 |
50 |
$221M |
SEVEN LOCKS CAPITAL MANAGEMENT LP |
New York, New York |
Q3 2016 |
23 |
$168M |
SEVEN MILE ADVISORY |
Ewing, New Jersey |
Q2 2024 |
154 |
$136M |
Seven Post Investment Office LP |
San Francisco, California |
Q2 2024 |
55 |
$540M |
Seven Springs Wealth Group, LLC |
Brentwood, Tennessee |
Q2 2024 |
62 |
$256M |
SFE Investment Counsel |
Los Angeles, California |
Q2 2024 |
119 |
$451M |
SFG Wealth Management, LLC. |
Towson, Maryland |
Q2 2024 |
87 |
$175M |
SFI Advisors, LLC |
Montclair, New Jersey |
Q2 2024 |
75 |
$130M |
SFMG, LLC |
Plano, Texas |
Q2 2024 |
272 |
$1.15B |
SG Americas Securities, LLC |
New York, New York |
Q2 2024 |
2381 |
$15.8B |
SG Capital Management LLC |
Chicago, Illinois |
Q2 2024 |
63 |
$591M |
SG Select LLC |
Boca Raton, Florida |
Q1 2014 |
17 |
$6.12M |
SHAH CAPITAL MANAGEMENT |
Raleigh, North Carolina |
Q2 2024 |
16 |
$462M |
Shaker Financial Services, LLC |
Arlington, Virginia |
Q2 2024 |
157 |
$247M |
SHAKER INVESTMENTS LLC/OH |
Cleveland, Ohio |
Q2 2024 |
88 |
$230M |
Shakespeare Wealth Management, LLC |
Pewaukee, Wisconsin |
Q2 2024 |
90 |
$346M |
Shamrock Asset Management LLC |
Dallas, Texas |
Q3 2019 |
231 |
$128M |
SHANDA ASSET MANAGEMENT HOLDINGS Ltd |
Tortola,, Virgin Islands, British |
Q2 2024 |
6 |
$1.78B |
ShankerValleau Wealth Advisors, Inc. |
Skokie, Illinois |
Q2 2024 |
26 |
$234M |
Shannon River Fund Management LLC |
New York, New York |
Q2 2024 |
21 |
$580M |
Shaolin Capital Management LLC |
Miami, Florida |
Q2 2024 |
330 |
$3.18B |
SHAPIRO CAPITAL MANAGEMENT LLC |
Atlanta, Georgia |
Q2 2024 |
69 |
$3.3B |
SHAPIRO ROBERT N |
Boston, Massachusetts |
Q4 2014 |
668 |
$419M |
Share Andrew L. |
Manchester, New Hampshire |
Q2 2024 |
12 |
$186M |
Shared Vision Wealth Group LLC |
Carlsbad, United States |
Q2 2024 |
74 |
$172M |
SHARIAPORTFOLIO, INC. |
Lake Mary, Florida |
Q2 2024 |
33 |
$185M |
Sharkey, Howes & Javer |
Denver, Colorado |
Q2 2024 |
117 |
$619M |
Sharp Capital Gestora de Recursos Ltda. |
Rio De Janeiro, Brazil |
Q2 2024 |
6 |
$189M |
Sharper & Granite LLC |
El Segundo, California |
Q2 2024 |
99 |
$210M |
Sharp Financial Services, LLC |
Horsham, Pennsylvania |
Q2 2024 |
95 |
$117M |
ShawSpring Partners LLC |
Boston, Massachusetts |
Q2 2024 |
10 |
$693M |
Shay Capital LLC |
New York, New York |
Q2 2024 |
218 |
$359M |
SHAYNE & JACOBS, LLC |
Nashville, Tennessee |
Q2 2024 |
98 |
$360M |
Sheaff Brock Investment Advisors, LLC |
Indianapolis, Indiana |
Q2 2024 |
447 |
$1.08B |
Shearwater Capital LLC |
Denver, Colorado |
Q2 2024 |
43 |
$136M |
Sheets Smith Investment Management |
Houston, Texas |
Q4 2022 |
27 |
$89.6M |
SHEETS SMITH WEALTH MANAGEMENT |
Winston Salem, North Carolina |
Q2 2024 |
377 |
$836M |
Sheffield Asset Management, L.L.C. |
Chicago, Illinois |
Q3 2019 |
13 |
$48.1M |
SHELL ASSET MANAGEMENT CO |
The Hague, Netherlands |
Q1 2024 |
1248 |
$1.7B |
Shellback Capital, LP |
Boston, Massachusetts |
Q2 2024 |
118 |
$1.36B |
Shelter Haven Capital Management, L.P. |
Summit, New Jersey |
Q4 2021 |
11 |
$351M |
Shelter Ins Profit Sharing |
Columbia, Missouri |
Q3 2015 |
40 |
$202M |
Shelter Ins Retirement Plan |
Columbia, Missouri |
Q2 2024 |
8 |
$75M |
Shelter Mutual Insurance Co |
Columbia, Missouri |
Q2 2024 |
58 |
$384M |
SHELTON CAPITAL MANAGEMENT |
Denver, Colorado |
Q2 2024 |
706 |
$3.66B |
SHELTON WEALTH MANAGEMENT, LLC |
Fort Worth, Texas |
Q2 2024 |
117 |
$167M |
SHENKMAN CAPITAL MANAGEMENT INC |
New York, New York |
Q2 2024 |
114 |
$1.16B |
SHEN NEIL NANPENG |
NA, Hong Kong |
Q2 2024 |
3 |
$59.3K |
Shepherd Financial Partners LLC |
Winchester, Massachusetts |
Q2 2024 |
214 |
$775M |
SHEPHERD KAPLAN KROCHUK, LLC |
Boston, Massachusetts |
Q2 2024 |
57 |
$127M |
Sherborne Investors Management LP |
New York, New York |
Q2 2024 |
1 |
$429M |
SHERBROOKE PARK ADVISERS LLC |
White Plains, New York |
Q2 2024 |
864 |
$571M |
Sheridan Capital Management, LLC |
San Rafael, California |
Q2 2024 |
25 |
$135M |
Sherrill & Hutchins Financial Advisory, Inc |
Atlanta, Georgia |
Q2 2024 |
12 |
$111M |
SHIKIAR ASSET MANAGEMENT INC |
New York, New York |
Q2 2024 |
71 |
$374M |
Shilanski & Associates, Inc. |
Anchorage, Alaska |
Q2 2024 |
108 |
$297M |
SHINE INVESTMENT ADVISORY SERVICES INC |
Lone Tree, Colorado |
Q3 2020 |
697 |
$295M |
Shinko Asset Management Co., Ltd. |
Tokyo, Japan |
Q3 2016 |
880 |
$14.7B |
Shira Ridge Wealth Management |
Larkspur, California |
Q2 2024 |
75 |
$179M |
Shoals Capital Management LP |
Arlington, Virginia |
Q1 2020 |
2 |
$21.5M |
Shoker Investment Counsel, Inc. |
Oxford, Ohio |
Q2 2024 |
99 |
$283M |
Shone Asset Management LLC |
Walnut Creek, California |
Q4 2020 |
41 |
$129M |
ShoreHaven Wealth Partners, LLC |
Red Bank, New Jersey |
Q2 2024 |
78 |
$190M |
Shorepath Capital Management LLC |
Park City, Utah |
Q2 2024 |
22 |
$130M |
Shore Point Advisors, LLC |
Brielle, New Jersey |
Q2 2024 |
58 |
$176M |
Shorepoint Capital Partners LLC |
Norwood, Massachusetts |
Q2 2024 |
100 |
$426M |
Shotwell Rutter Baer Inc |
Lansing, Michigan |
Q2 2024 |
33 |
$113M |
SHUFRO ROSE & CO LLC |
New York, New York |
Q2 2024 |
309 |
$1.22B |
Shulman DeMeo Asset Management LLC |
Lake Success, New York |
Q2 2024 |
129 |
$383M |
SIB LLC |
New York, New York |
Q2 2024 |
19 |
$188M |
Sicart Associates LLC |
New York, New York |
Q2 2024 |
72 |
$261M |
SIEMENS AG |
Munich, Germany |
Q2 2024 |
2 |
$758M |
Siemens Fonds Invest GmbH |
Munich, Germany |
Q2 2024 |
423 |
$1.34B |
SIEMENS PENSION TRUST E V |
Munich Germany, Germany |
Q2 2024 |
1 |
$204M |
SIENA CAPITAL LLC |
Cincinnati, Ohio |
Q3 2022 |
137 |
$153M |
Siena Capital Partners GP, LLC |
Chicago, Illinois |
Q2 2024 |
105 |
$303M |
Sienna Gestion |
Paris, France |
Q2 2024 |
159 |
$1.13B |
Sierra Capital LLC |
Miami, Florida |
Q2 2024 |
183 |
$749M |
SIERRA SUMMIT ADVISORS LLC |
Incline Village, Nevada |
Q2 2024 |
143 |
$403M |
SIG China Investments Master Fund III, LLLP |
Wilimington, Delaware |
Q1 2022 |
1 |
$49K |
SigFig Wealth Management, LLC |
San Francisco, California |
Q2 2024 |
123 |
$2.63B |
SIG Growth Equity Funds Ltd Partnership, LLLP |
Wilmington, Delaware |
Q1 2024 |
1 |
$91.4M |
Sightline Wealth Advisors, LLC |
Groton, Connecticut |
Q2 2024 |
82 |
$161M |
SIGMA INVESTMENT COUNSELORS INC |
Northville, Michigan |
Q2 2024 |
191 |
$1.57B |
Sigma Investment Management Co |
Portland, Oregon |
Q4 2018 |
20 |
$125M |
Sigma Planning Corp |
Ann Arbor, Michigan |
Q2 2024 |
1178 |
$3.15B |
Signal Advisors Wealth, LLC |
Detroit, Michigan |
Q2 2024 |
75 |
$45.7M |
SignalPoint Asset Management, LLC |
Springfield, Missouri |
Q2 2024 |
257 |
$374M |
SIGNATURE ESTATE & INVESTMENT ADVISORS LLC |
Los Angeles, California |
Q2 2024 |
503 |
$4B |
SIGNATUREFD, LLC |
Atlanta, Georgia |
Q2 2024 |
3105 |
$4.92B |
Signature Resources Capital Management, LLC |
Newport Beach, California |
Q2 2024 |
420 |
$120M |
Signature Wealth Management Group |
Atlanta, Georgia |
Q2 2024 |
100 |
$228M |
Signature Wealth Management Partners, LLC |
Montvale, New Jersey |
Q2 2024 |
104 |
$132M |
SIGNET FINANCIAL MANAGEMENT, LLC |
Parsippany, New Jersey |
Q2 2024 |
264 |
$741M |
Signet Investment Advisory Group, Inc. |
Providence, Rhode Island |
Q2 2024 |
67 |
$187M |
SIGNET MANAGEMENT USA, LLC |
Mclean, Virginia |
Q4 2013 |
192 |
$149M |
SIGNIA CAPITAL MANAGEMENT LLC |
Spokane, Washington |
Q2 2020 |
24 |
$55.7M |
Significant Wealth Partners LLC |
Cary, Illinois |
Q2 2024 |
74 |
$178M |
Signify Wealth |
Saint Louis, Missouri |
Q2 2024 |
25 |
$69.5M |
SIG North Trading, ULC |
Bala Cynwyd, Pennsylvania |
Q2 2024 |
79 |
$385M |
Signpost Capital Advisors, LP |
New York, New York |
Q1 2017 |
7 |
$34.2M |
Siguler Guff Advisers, LLC |
New York, New York |
Q2 2024 |
5 |
$233M |
SIGULER GUFF ADVISERS, LLC |
New York, New York |
Q4 2022 |
5 |
$208M |
SIH Partners, LLLP |
Wilmington, Delaware |
Q2 2024 |
20 |
$103M |
Silchester International Investors LLP |
London, United Kingdom |
Q2 2024 |
4 |
$567M |
Silicon Hills Wealth Management, LLC |
Austin, Texas |
Q2 2023 |
86 |
$177M |
Silicon Valley Capital Partners |
San Jose, California |
Q1 2024 |
299 |
$670M |
Silicon Valley Community Foundation |
Mountain View, California |
Q2 2024 |
20 |
$2.23B |
Silvant Capital Management LLC |
Atlanta, Georgia |
Q2 2024 |
307 |
$2.25B |
SILVERARC CAPITAL MANAGEMENT, LLC |
Boston, Massachusetts |
Q2 2024 |
66 |
$405M |
SILVERBACK ASSET MANAGEMENT LLC |
Chapel Hill, North Carolina |
Q2 2024 |
82 |
$813M |
Silverberg Bernstein Capital Management LLC |
Armonk, New York |
Q2 2024 |
52 |
$103M |
SILVER CAPITAL MANAGEMENT LLC |
New York, New York |
Q1 2018 |
5 |
$431K |
Silver Coast Investments LLC |
San Diego, United States |
Q2 2024 |
91 |
$244M |
SILVERCREST ASSET MANAGEMENT GROUP LLC |
New York, New York |
Q2 2024 |
898 |
$14.6B |
Silver Heights Capital Management Inc |
Toronto, Ontario, Canada |
Q2 2024 |
5 |
$237M |
Silver Lake Advisory, LLC |
Cottonwood Heights, Utah |
Q2 2024 |
94 |
$220M |
Silver Lake Group, L.L.C. |
Menlo Park, California |
Q2 2024 |
16 |
$8.17B |
SILVERLAKE WEALTH MANAGEMENT LLC |
Williston, Vermont |
Q2 2024 |
282 |
$244M |
Silverleafe Capital Partners, LLC |
Germantown, Tennessee |
Q2 2024 |
78 |
$290M |
Silver Oak Advisory Group, Inc. |
Portland, Oregon |
Q2 2024 |
64 |
$180M |
SILVER OAK SECURITIES, Inc |
Jackson, Tennessee |
Q2 2024 |
489 |
$667M |
SilverOak Wealth Management LLC |
Edina, Minnesota |
Q2 2024 |
95 |
$416M |
Silver Point Capital L.P. |
Greenwich, Connecticut |
Q2 2024 |
11 |
$1.18B |
Silver Rock Financial LP |
Los Angeles, California |
Q2 2024 |
44 |
$25.1M |
Silversage Advisors |
Irvine, California |
Q2 2021 |
6 |
$2.41M |
SILVIA MCCOLL WEALTH MANAGEMENT, LLC |
San Diego, California |
Q2 2024 |
110 |
$121M |
Simcoe Capital Management, LLC |
New York, New York |
Q2 2024 |
14 |
$666M |
Simmons Bank |
Pine Bluff, Arkansas |
Q2 2024 |
328 |
$1.32B |
SIMMONS FIRST TRUST CO NA |
Pine Bluff, Arkansas |
Q4 2015 |
286 |
$875M |
Simon Charitable Public LLC |
Cleveland, Ohio |
Q3 2014 |
3 |
$184M |
SIMON QUICK ADVISORS, LLC |
Morristown, New Jersey |
Q2 2024 |
390 |
$1.42B |
SIMPLEX TRADING, LLC |
Chicago, Illinois |
Q2 2024 |
2253 |
$3.11B |
Simplicity Solutions, LLC |
Minneapolis, Minnesota |
Q4 2023 |
1069 |
$3.63B |
Simplicity Wealth,LLC |
Summit, New Jersey |
Q2 2024 |
1240 |
$4.43B |
SimpliFi, Inc. |
San Diego, California |
Q2 2024 |
41 |
$217M |
Simplify Asset Management Inc. |
New York, New York |
Q2 2024 |
100 |
$1.14B |
SINECERA CAPITAL, LLC |
Austin, Texas |
Q2 2024 |
29 |
$70.1M |
SINGAPORE TECHNOLOGIES TELEMEDIA PTE LTD |
Singapore, Singapore |
Q2 2024 |
1 |
$147M |
Single Point Partners, LLC |
Boston, Massachusetts |
Q2 2024 |
34 |
$58.1M |
Sio Capital Management, LLC |
New York, New York |
Q2 2024 |
46 |
$265M |
SIPHRON CAPITAL MANAGEMENT /CA/ |
Beverly Hills, California |
Q3 2014 |
68 |
$29.8M |
Sippican Capital Advisors |
Boston, Massachusetts |
Q2 2024 |
113 |
$126M |
SIR Capital Management, L.P. |
New York, New York |
Q2 2024 |
79 |
$1.01B |
SIRIOS CAPITAL MANAGEMENT L P |
Boston, Massachusetts |
Q2 2024 |
61 |
$574M |
Siris Capital Group, LLC |
New York, New York |
Q3 2022 |
1 |
$9.42M |
SIT INVESTMENT ASSOCIATES INC |
Minneapolis, Minnesota |
Q2 2024 |
532 |
$4.34B |
Sitrin Capital Management LLC |
Century City, California |
Q2 2024 |
41 |
$188M |
SITTNER & NELSON, LLC |
Eugene, Oregon |
Q2 2024 |
452 |
$203M |
Sivia Capital Partners, LLC |
Mill Valley, California |
Q2 2024 |
194 |
$150M |
Sivik Global Healthcare LLC |
Greenwich, Connecticut |
Q2 2024 |
37 |
$224M |
Sixth Street Partners Management Company, L.P. |
Dallas, Texas |
Q2 2024 |
15 |
$741M |
SJS Investment Consulting Inc. |
Sylvania, Ohio |
Q2 2024 |
1661 |
$516M |
Skaana Management L.P. |
Brooklyn, New York |
Q2 2024 |
84 |
$263M |
Skandinaviska Enskilda Banken AB (publ) |
Stockholm, Sweden |
Q2 2024 |
769 |
$20.7B |
SKBA CAPITAL MANAGEMENT LLC |
San Francisco, California |
Q2 2024 |
74 |
$623M |
Skorpios Trust |
Limassol, Cyprus |
Q2 2024 |
2 |
$147M |
Skye Global Management LP |
West Palm Beach, Florida |
Q2 2024 |
34 |
$4.42B |
Sky Investment Counsel Inc |
Toronto, Ontario, Canada |
Q2 2014 |
12 |
$104M |
Sky Investment Group LLC |
Hartford, Connecticut |
Q2 2024 |
127 |
$523M |
SkyKnight Capital, L.P. |
San Francisco, California |
Q2 2024 |
3 |
$93.3M |
Skylands Capital, LLC |
Milwaukee, Wisconsin |
Q2 2024 |
156 |
$705M |
Skyline Advisors, Inc. |
Bellingham, Washington |
Q2 2024 |
80 |
$230M |
SKYLINE ASSET MANAGEMENT LP |
Chicago, Illinois |
Q4 2020 |
56 |
$77.5M |
SkyOak Wealth, LLC |
Southfield, Michigan |
Q2 2024 |
246 |
$428M |
SkyView Investment Advisors, LLC |
Shrewsbury, New Jersey |
Q2 2024 |
354 |
$560M |
SL ADVISORS, LLC |
Westfield, New Jersey |
Q2 2024 |
32 |
$50.6M |
Slagle Financial, LLC |
Edwardsville, Illinois |
Q2 2024 |
107 |
$195M |
Slate Path Capital LP |
New York, New York |
Q2 2024 |
58 |
$4.94B |
SlateStone Wealth, LLC |
Jupiter, Florida |
Q2 2024 |
285 |
$923M |
Slocum, Gordon & Co LLP |
Newport, Rhode Island |
Q2 2024 |
148 |
$134M |
Slotnik Capital, LLC |
Dallas, Texas |
Q2 2024 |
17 |
$195M |
Slow Capital, Inc. |
Greenbrae, California |
Q2 2024 |
120 |
$618M |
Sloy Dahl & Holst, LLC |
Vancouver, Washington |
Q2 2024 |
90 |
$476M |
Smallwood Wealth Investment Management, LLC |
Red Bank, New Jersey |
Q2 2024 |
67 |
$129M |
Smartleaf Asset Management LLC |
Boston, Massachusetts |
Q2 2024 |
2737 |
$609M |
Smart Money Group LLC |
Eastland, Texas |
Q2 2024 |
91 |
$275M |
Smart Portfolios, LLC |
Seattle, Washington |
Q2 2024 |
98 |
$99.2M |
Smead Capital Management, Inc. |
Phoenix, Arizona |
Q2 2024 |
32 |
$6.41B |
SMH CAPITAL ADVISORS INC |
Fort Worth, Texas |
Q2 2024 |
49 |
$32.7M |
SMI Advisory Services, LLC |
Columbus, Indiana |
Q2 2024 |
59 |
$404M |
Smith Affiliated Capital Corp. |
New York, New York |
Q3 2017 |
119 |
$86.5M |
Smith Anglin Financial, LLC |
Dallas, Texas |
Q2 2024 |
198 |
$990M |
SMITH ASSET MANAGEMENT GROUP LP |
Dallas, Texas |
Q2 2021 |
362 |
$2.04B |
SMITHBRIDGE ASSET MANAGEMENT INC/DE |
Chadds Ford, Pennsylvania |
Q2 2024 |
133 |
$481M |
SMITH CAPITAL MANAGEMENT INC /AR/ADV |
Little Rock, Arkansas |
Q3 2020 |
85 |
$163M |
SMITH CHAS P & ASSOCIATES PA CPAS |
Lakeland, Florida |
Q2 2024 |
144 |
$1.69B |
Smithfield Trust Co |
Pittsburgh, Pennsylvania |
Q2 2024 |
1001 |
$1.91B |
Smith, Graham & Co., Investment Advisors, LP |
Houston, Texas |
Q4 2023 |
141 |
$868M |
Smith Group Asset Management, LLC |
Dallas, Texas |
Q2 2024 |
134 |
$1.13B |
SMITH HAYES Advisers, Inc |
Lincoln, Nebraska |
Q1 2016 |
307 |
$491M |
Smith & Howard Wealth Management, LLC |
Atlanta, Georgia |
Q2 2024 |
81 |
$335M |
SMITH, MOORE & CO. |
Clayton, Missouri |
Q2 2024 |
442 |
$970M |
Smith Salley Wealth Management |
Greensboro, North Carolina |
Q2 2024 |
225 |
$1.39B |
SMITH SHELLNUT WILSON LLC /ADV |
Ridgeland, Mississippi |
Q2 2024 |
139 |
$206M |
SMITH THOMAS W |
Boca Raton, Florida |
Q3 2023 |
6 |
$82M |
Smith Thornton Advisors LLC |
Huntsville, Alabama |
Q2 2024 |
126 |
$136M |
S. MUOIO & CO. LLC |
New York, New York |
Q3 2022 |
62 |
$75.7M |
Snider Financial Group |
Bellevue, Washington |
Q2 2024 |
61 |
$259M |
SNOW CAPITAL MANAGEMENT LP |
Sewickley, Pennsylvania |
Q2 2021 |
135 |
$700M |
Snowden Capital Advisors LLC |
New York, New York |
Q2 2024 |
1184 |
$3.36B |
Snow Park Capital Partners, LP |
New York, New York |
Q3 2019 |
6 |
$2.27M |
Snow Phipps Group, LLC |
New York, New York |
Q2 2024 |
2 |
$260M |
SNS Financial Group, LLC |
Minneapolis, Minnesota |
Q2 2024 |
187 |
$931M |
SNYDER CAPITAL MANAGEMENT L P |
San Francisco, California |
Q2 2024 |
68 |
$4.46B |
Soapstone Management L.P. |
Bethesda, Maryland |
Q2 2024 |
18 |
$150M |
SOA Wealth Advisors, LLC. |
New York, New York |
Q2 2024 |
850 |
$497M |
Socha Financial Group, LLC |
Corning, New York |
Q2 2024 |
20 |
$214M |
Social Capital Group LLC |
Menlo Park, California |
Q2 2024 |
1 |
$5.16M |
SOCIETE GENERALE |
Paris France, France |
Q2 2016 |
2582 |
$14B |
Socorro Asset Management LP |
Dallas, Texas |
Q2 2024 |
32 |
$257M |
Socratic Fund Management, L.P. |
Short Hills, New Jersey |
Q3 2015 |
4 |
$12M |
Soditic Asset Management LLP |
Tonbridge, United Kingdom |
Q2 2024 |
12 |
$86.3M |
Sofinnova Investments, Inc. |
Menlo Park, California |
Q2 2024 |
72 |
$1.59B |
Sofinnova Management VIII, L.L.C. |
Menlo Park, California |
Q4 2017 |
8 |
$183M |
SOFI WEALTH, LLC |
San Francisco, California |
Q2 2024 |
11 |
$1.19B |
SOF Ltd |
George Town, Cayman Islands |
Q2 2024 |
1 |
$278M |
SOFTBANK GROUP CORP. |
Tokyo, Japan |
Q2 2024 |
20 |
$19.2B |
SoftVest Advisors, LLC |
Abilene, Texas |
Q2 2024 |
3 |
$339M |
Solano Wealth Management, Inc. |
Fairfield, California |
Q2 2024 |
31 |
$183M |
SOLARIS ASSET MANAGEMENT LLC |
New York, New York |
Q3 2018 |
40 |
$12.8M |
Solas Capital Management, LLC |
Darien, Connecticut |
Q2 2024 |
20 |
$183M |
SOL Capital Management CO |
Rockville, Maryland |
Q2 2024 |
300 |
$833M |
Solel Partners LP |
Boston, Massachusetts |
Q2 2024 |
22 |
$614M |
Soleus Capital Management, L.P. |
Greenwich, Connecticut |
Q2 2024 |
92 |
$1.13B |
Solidarity Wealth, LLC |
Lehi, Utah |
Q2 2024 |
84 |
$329M |
Solitude Financial Services |
Charlottesville, Virginia |
Q2 2024 |
35 |
$215M |
Sollinda Capital Management LLC |
Miami, Florida |
Q2 2024 |
63 |
$328M |
Solstein Capital, LLC |
Menlo Park, California |
Q2 2024 |
315 |
$152M |
Soltis Investment Advisors LLC |
St. George, Utah |
Q2 2024 |
330 |
$945M |
Solus Alternative Asset Management LP |
Summit, New Jersey |
Q2 2024 |
10 |
$349M |
Solutions 4 Wealth, Ltd |
Southlake, Texas |
Q2 2024 |
45 |
$44.1M |
SOMA EQUITY PARTNERS LP |
San Francisco, California |
Q2 2024 |
16 |
$1.74B |
Somerset Capital Management LLP |
London, United Kingdom |
Q4 2023 |
5 |
$8.12M |
Somerset Group LLC |
Wayzata, Minnesota |
Q2 2024 |
62 |
$113M |
Somerset Trust Co |
Somerset, Pennsylvania |
Q2 2024 |
149 |
$244M |
SOMERVILLE KURT F |
Boston, Massachusetts |
Q2 2024 |
98 |
$593M |
Somnio Financial Group, LLC |
Glastonbury, Connecticut |
Q2 2024 |
14 |
$113M |
Sompo Asset Management Co., Ltd. |
Tokyo, Japan |
Q2 2024 |
193 |
$592M |
SONA ASSET MANAGEMENT (US) LLC |
New York, New York |
Q2 2024 |
58 |
$1.23B |
SONATA CAPITAL GROUP INC |
Seattle, Washington |
Q2 2024 |
91 |
$195M |
Sonen Capital LLC |
San Francisco, California |
Q4 2023 |
70 |
$52.7M |
Sonic GP LLC |
Honolulu, Hawaii |
Q2 2024 |
15 |
$48.4M |
Sonnipe Ltd |
Douglas, Isle Of Man |
Q2 2024 |
3 |
$956M |
Sonoma Private Wealth LLC |
Sonoma, California |
Q2 2024 |
87 |
$61.6M |
Sonora Investment Management Group, LLC |
Tucson, Arizona |
Q2 2024 |
283 |
$1.23B |
Sonora Investment Management, LLC |
Tucson, Arizona |
Q3 2021 |
1047 |
$798M |
SOPHROSYNE CAPITAL LLC |
New York, New York |
Q3 2015 |
8 |
$11.5M |
SORA INVESTORS LLC |
Bryn Mawr, Pennsylvania |
Q2 2024 |
51 |
$543M |
Sorin Capital Management LLC |
Stamford, Connecticut |
Q3 2018 |
17 |
$202M |
Soroban Capital Partners LP |
New York, New York |
Q2 2024 |
25 |
$6.81B |
SOROS CAPITAL MANAGEMENT LLC |
New York, New York |
Q2 2024 |
42 |
$183M |
SOROS FUND MANAGEMENT LLC |
New York, New York |
Q2 2024 |
159 |
$4.45B |
Souders Financial Advisors |
Cincinnati, Ohio |
Q2 2024 |
164 |
$663M |
SOUND ENERGY PARTNERS, INC. |
Greenwich, Connecticut |
Q3 2015 |
26 |
$49.5M |
Sound Financial Strategies Group, LLC |
Madison, Mississippi |
Q2 2024 |
90 |
$115M |
Sound Income Strategies, LLC |
Ft Lauderdale, Florida |
Q2 2024 |
1361 |
$1.6B |
Sound Point Capital Management, LP |
New York, New York |
Q4 2021 |
19 |
$28.3M |
SOUND SHORE MANAGEMENT INC /CT/ |
Greenwich, Connecticut |
Q2 2024 |
39 |
$3B |
Sound Stewardship, LLC |
Overland Park, Kansas |
Q2 2024 |
56 |
$165M |
Sound View Wealth Advisors Group, LLC |
Savannah, Georgia |
Q2 2024 |
358 |
$970M |
Sound View Wealth Advisors, LLC |
Savannah, Georgia |
Q1 2019 |
248 |
$319M |
Soundwatch Capital LLC |
Rowayton, Connecticut |
Q2 2024 |
14 |
$18.2M |
Source Financial Advisors LLC |
New York, New York |
Q2 2024 |
114 |
$325M |
Sourcerock Group LLC |
Denver, Colorado |
Q2 2024 |
34 |
$1.41B |
South Dakota Investment Council |
Sioux Falls, South Dakota |
Q2 2024 |
581 |
$4.88B |
Southeast Asset Advisors Inc. |
Thomasville, Georgia |
Q2 2024 |
161 |
$832M |
SOUTHEASTERN ASSET MANAGEMENT INC/TN/ |
Memphis, Tennessee |
Q2 2024 |
46 |
$2.3B |
SOUTHERN CAPITAL ADVISORS, LLC |
Jackson, Tennessee |
Q2 2024 |
73 |
$162M |
Southern Farm Bureau Life Insurance |
Jackson, Mississippi |
Q2 2024 |
17 |
$609M |
SOUTHERNSUN ASSET MANAGEMENT, LLC |
Memphis, Tennessee |
Q2 2024 |
27 |
$829M |
Southern Wealth Management, LLP |
Dallas, Texas |
Q1 2023 |
61 |
$258M |
South Ferry Capital Management, L.P. |
New York, New York |
Q2 2015 |
10 |
$56.3M |
SOUTH GEORGIA CAPITAL, LLC |
Naperville, Illinois |
Q3 2015 |
186 |
$41M |
Southland Equity Partners LLC |
Wildwood, Missouri |
Q2 2024 |
209 |
$350M |
Southpoint Capital Advisors LP |
New York, New York |
Q2 2024 |
45 |
$4.02B |
SOUTHPORT MANAGEMENT, L.L.C. |
Wilson, Wyoming |
Q2 2024 |
28 |
$22.3M |
South Shore Capital Advisors |
Cohasset, Massachusetts |
Q3 2022 |
77 |
$42.9M |
Southside Capital, LLC |
Miami Beach, Florida |
Q4 2019 |
70 |
$382M |
SouthState Corp |
Winter Haven, Florida |
Q2 2024 |
636 |
$1.37B |
South Street Advisors LLC |
New York, New York |
Q2 2024 |
71 |
$660M |
SOUTH TEXAS MONEY MANAGEMENT LTD |
San Antonio, Texas |
Q3 2019 |
410 |
$2.36B |
Sovereign Financial Group, Inc. |
Stamford, Connecticut |
Q2 2024 |
279 |
$401M |
Sovereign Investment Advisors, LLC |
Phoenix, Arizona |
Q2 2024 |
33 |
$260M |
Soviero Asset Management, LP |
New York, New York |
Q2 2024 |
35 |
$130M |
Sowa Financial Group, Inc. |
Lincoln, Rhode Island |
Q2 2024 |
30 |
$132M |
Sowell Financial Services LLC |
North Little Rock, Arkansas |
Q2 2024 |
521 |
$2.09B |
Sozo Ventures GP II, L.P. |
Redwood City, California |
Q2 2024 |
1 |
$241M |
Sozo Ventures GP I, L.P. |
Redwood City, California |
Q3 2022 |
1 |
$16.3M |
Spark Growth Management Partners LLC |
Boston, Massachusetts |
Q1 2021 |
1 |
$591M |
Spark Investment Management LLC |
New York, New York |
Q2 2024 |
10 |
$16.7M |
Spark Management Partners III (AIV I), LLC |
Boston, Massachusetts |
Q3 2016 |
1 |
$10.1M |
Spark Management Partners II, LLC |
Boston, Massachusetts |
Q4 2014 |
1 |
$1.81M |
Sparta 24 Ltd. |
Tirat Hacarmel, Israel |
Q2 2024 |
13 |
$112M |
Spartan Fund Management Inc. |
Toronto, Ontario, Canada (Federal Level) |
Q2 2024 |
92 |
$33M |
Spartan Planning & Wealth Management |
Greensboro, North Carolina |
Q4 2023 |
192 |
$93.8M |
SP Asset Management |
Cupertino, California |
Q3 2022 |
107 |
$731M |
SP Asset Management LLC |
Cupertino, California |
Q2 2024 |
130 |
$1.1B |
SPC Financial, Inc. |
Rockville, Maryland |
Q2 2024 |
243 |
$1.08B |
Spearhead Capital Advisors, LLC |
Wellington, Florida |
Q3 2022 |
100 |
$92.3M |
Spear Holdings RSC Ltd |
Dubai, United Arab Emirates |
Q2 2024 |
5 |
$142M |
SPECTRUM ADVISORY SERVICES INC |
Atlanta, Georgia |
Q1 2016 |
149 |
$255M |
Spectrum Asset Management, Inc. |
Stamford, Connecticut |
Q2 2024 |
5 |
$28.2M |
Spectrum Asset Management, Inc. (NB/CA) |
Newport Beach, California |
Q2 2024 |
92 |
$216M |
Spectrum Equity Management, Inc. |
San Francisco, California |
Q3 2022 |
2 |
$39.1M |
Spectrum Financial Alliance Ltd LLC |
Nicholasville, Kentucky |
Q2 2024 |
15 |
$280M |
Spectrum Investment Advisors, Inc. |
Mequon, Wisconsin |
Q2 2024 |
25 |
$137M |
Spectrum Management Group, LLC |
Indianapolis, Indiana |
Q3 2022 |
232 |
$460M |
Spectrum Planning & Advisory Services Inc. |
San Diego, California |
Q2 2024 |
54 |
$104M |
Spectrum Strategic Capital Management, LLC |
Lake Oswego, Oregon |
Q2 2024 |
26 |
$137M |
Spectrum Wealth Advisory Group, LLC |
Granite Bay, California |
Q2 2024 |
36 |
$93.5M |
Spectrum Wealth Counsel, LLC |
Indianapolis, Indiana |
Q2 2024 |
369 |
$790M |
SPEECE THORSON CAPITAL GROUP INC |
Minnetonka, Minnesota |
Q2 2024 |
42 |
$476M |
SPERO-SMITH INVESTMENT ADVISERS INC /OH |
Cleveland, Ohio |
Q3 2016 |
52 |
$74.5M |
SPHERA FUNDS MANAGEMENT LTD. |
Tel Aviv, Israel |
Q2 2024 |
110 |
$610M |
SPHINX TRADING, LP |
Chicago, Illinois |
Q4 2021 |
140 |
$96.8M |
Spider Management Company, LLC |
Richmond, Virginia |
Q2 2024 |
4 |
$227M |
SpiderRock Advisors, LLC |
Wilimington, Delaware |
Q2 2024 |
571 |
$3.8B |
SpiderRock Trading LLC |
Chicago, Illinois |
Q4 2014 |
854 |
$36.1K |
Spindletop Capital, LLC |
Chappaqua, New York |
Q3 2020 |
3 |
$8.71M |
Spinecap SAS |
Paris, France |
Q4 2023 |
7 |
$53M |
Spinnaker Capital LLC |
Boston, Massachusetts |
Q2 2024 |
1 |
$759K |
Spinnaker Investment Group, LLC |
Newport Beach, California |
Q2 2024 |
82 |
$363M |
SPINNAKER TRUST |
Portland, Maine |
Q2 2024 |
272 |
$1.56B |
SPIREPOINT PRIVATE CLIENT, LLC |
Vero Beach, Florida |
Q2 2024 |
207 |
$705M |
Spire Wealth Management |
Mclean, Virginia |
Q2 2024 |
2270 |
$2.83B |
SPIRIT OF AMERICA MANAGEMENT CORP/NY |
Syosset, New York |
Q2 2024 |
314 |
$493M |
SPITFIRE CAPITAL LLC |
Mill Valley, California |
Q3 2019 |
15 |
$77.1M |
Spotlight Asset Group, Inc. |
Oakbrook Terrace, Illinois |
Q2 2024 |
260 |
$143M |
Spot Trading L.L.C |
Chicago, Illinois |
Q1 2017 |
2840 |
$3.01B |
SPOT TRADING L.L.C. |
Chicago, Illinois |
Q3 2017 |
3016 |
$5.81B |
Spouting Rock Asset Management, LLC |
Bryn Mawr, Pennsylvania |
Q4 2023 |
118 |
$273M |
SPQ Asia Capital Ltd |
Hong Kong, Hong Kong |
Q3 2017 |
6 |
$37.7M |
SPRENG CAPITAL MANAGEMENT, INC. |
Bucyrus, Ohio |
Q2 2024 |
88 |
$193M |
SPRINGBANK VALUE PARTNERS LP |
Hampton Bays, New York |
Q3 2016 |
38 |
$65.5M |
SPRING CAPITAL MANAGEMENT, LLC |
Amarillo, Texas |
Q2 2024 |
27 |
$109M |
Spring Creek Investment Management, LLC |
Philadelphia, Pennsylvania |
Q3 2021 |
10 |
$42.3M |
Springhouse Capital Management, LP |
Westport, Connecticut |
Q3 2023 |
25 |
$55.3M |
SPRINGOWL ASSOCIATES LLC |
New York, New York |
Q3 2021 |
23 |
$22.8M |
SPRINGS CAPITAL (HONG KONG) Ltd |
Hong Kong, Hong Kong |
Q3 2022 |
12 |
$60.3M |
Sprinkle Financial Consultants LLC |
Littleton, Colorado |
Q2 2024 |
67 |
$127M |
SPROTT INC. |
Toronto, Ontario, Canada |
Q2 2024 |
138 |
$1.35B |
SPRUCEGROVE INVESTMENT MANAGEMENT LTD |
Toronto, Ontario, Canada |
Q2 2024 |
33 |
$1.93B |
SPRUCE HOUSE INVESTMENT MANAGEMENT LLC |
New York, New York |
Q2 2024 |
10 |
$1.52B |
Spruce Investment Advisors LLC |
Stamford, Connecticut |
Q4 2017 |
23 |
$48.5M |
SPX Gestao de Recursos Ltda |
Rio De Janeiro, Brazil |
Q2 2024 |
58 |
$659M |
Spyglass Capital Management LLC |
San Francisco, California |
Q2 2024 |
25 |
$1.37B |
SQN Investors LP |
Menlo Park, California |
Q2 2024 |
20 |
$136M |
SQUADRA INVESTMENTS - GESTAO DE RECURSOS LTDA. |
Rio De Janeiro, Brazil |
Q2 2024 |
3 |
$407M |
Squarepoint Ops LLC |
New York, New York |
Q2 2024 |
2433 |
$26.5B |
Squire Investment Management Company, LLC |
Orem, Utah |
Q2 2024 |
55 |
$176M |
SRB CORP |
Boston, Massachusetts |
Q2 2024 |
19 |
$1.69B |
SRN Advisors, LLC |
Huntingdon Valley, Pennsylvania |
Q2 2024 |
92 |
$120M |
SR ONE CAPITAL MANAGEMENT, LP |
Wayne, Pennsylvania |
Q2 2024 |
9 |
$319M |
SRS Capital Advisors, Inc. |
Denver, Colorado |
Q2 2024 |
2539 |
$1.03B |
S. R. Schill & Associates |
Mercer Island, Washington |
Q2 2024 |
80 |
$228M |
SRS Investment Management, LLC |
New York, New York |
Q2 2024 |
22 |
$7.35B |
SS&H Financial Advisors, Inc. |
Troy, Michigan |
Q1 2024 |
114 |
$240M |
SSI INVESTMENT MANAGEMENT LLC |
Los Angeles, California |
Q2 2024 |
255 |
$1.3B |
S Squared Technology, LLC |
New York, New York |
Q2 2024 |
35 |
$227M |
STABLEFORD CAPITAL II LLC |
Scottsdale, Arizona |
Q2 2024 |
133 |
$254M |
Stablepoint Partners, LLC |
Braintree, Massachusetts |
Q2 2024 |
241 |
$505M |
Stack Financial Management, Inc |
Whitefish, Montana |
Q2 2024 |
49 |
$1.08B |
StackLine Partners LP |
New York, New York |
Q3 2022 |
11 |
$134M |
Stadion Money Management, LLC |
Watkinsville, Georgia |
Q2 2024 |
22 |
$1.22B |
STADIUM CAPITAL MANAGEMENT LLC |
New Canaan, Connecticut |
Q2 2024 |
9 |
$90.8M |
STAGE HARBOR FINANCIAL, LLC |
Needham, Massachusetts |
Q2 2024 |
41 |
$104M |
Stagwell Group LLC |
Miami Beach, Florida |
Q2 2024 |
1 |
$887K |
Stairway Partners, LLC |
Chicago, Illinois |
Q2 2024 |
15 |
$1.27B |
STALEY CAPITAL ADVISERS INC |
Pittsburgh, Pennsylvania |
Q2 2024 |
183 |
$2.17B |
Stamos Capital Partners, L.P. |
Menlo Park, California |
Q2 2024 |
137 |
$471M |
Standard Family Office LLC |
Sioux Falls, South Dakota |
Q2 2024 |
49 |
$77.7M |
Standard General L.P. |
New York, New York |
Q2 2024 |
3 |
$263M |
Standard Investments LLC |
New York, New York |
Q2 2024 |
15 |
$1.72B |
STANDARD PACIFIC CAPITAL LLC/CA |
San Francisco, California |
Q4 2015 |
30 |
$92M |
Standpoint Asset Management, LLC |
Scottsdale, Arizona |
Q2 2024 |
8 |
$437M |
Stanley Capital Management, LLC |
Houston, Texas |
Q2 2024 |
38 |
$489M |
Stanley-Laman Group, Ltd. |
Berwyn, Pennsylvania |
Q2 2024 |
273 |
$694M |
STANSBERRY ASSET MANAGEMENT, LLC |
New York, New York |
Q2 2024 |
127 |
$763M |
STAPP WEALTH MANAGEMENT, PLLC |
Olympia, Washington |
Q2 2024 |
22 |
$57.7M |
Starboard Value LP |
New York, New York |
Q2 2024 |
20 |
$4.3B |
STAR Financial Bank |
Fort Wayne, Indiana |
Q2 2024 |
110 |
$130M |
Starfire Investment Advisers, Inc. |
Southfield, Michigan |
Q2 2020 |
155 |
$209M |
Starfox Financial Services, LLC |
The Woodlands, Texas |
Q1 2024 |
29 |
$118M |
STAR-Global Equities Fund, LLC |
Summit, New Jersey |
Q4 2014 |
1 |
$46K |
STARR INTERNATIONAL CO INC |
Zug, Switzerland |
Q3 2023 |
3 |
$19.9M |
Starwood Capital Group Management, L.L.C. |
Miami Beach, Florida |
Q2 2024 |
3 |
$40.3M |
Starwood Real Estate Securities, LLC |
Greenwich, Connecticut |
Q3 2015 |
30 |
$185M |
Stash Investments, LLC |
New York, New York |
Q2 2024 |
5 |
$152M |
STATE BOARD OF ADMINISTRATION OF FLORIDA RETIREMENT SYSTEM |
Tallahassee, Florida |
Q2 2024 |
2188 |
$50.8B |
STATE FARM MUTUAL AUTOMOBILE INSURANCE CO |
Bloomington, Illinois |
Q2 2024 |
124 |
$111B |
State Insurance Fund |
New York, New York |
Q2 2024 |
1 |
$183M |
State of Alaska, Department of Revenue |
Juneau, Alaska |
Q2 2024 |
1605 |
$8.91B |
STATE OF MICHIGAN RETIREMENT SYSTEM |
Lansing, Michigan |
Q2 2024 |
950 |
$19.5B |
State of New Jersey Common Pension Fund A |
Trenton, New Jersey |
Q2 2024 |
1 |
$63.1M |
State of New Jersey Common Pension Fund B |
Trenton, New Jersey |
Q1 2014 |
4 |
$21.4M |
State of New Jersey Common Pension Fund D |
Trenton, New Jersey |
Q2 2024 |
1515 |
$22.9B |
State of New Jersey Common Pension Fund E |
Trenton, New Jersey |
Q2 2024 |
1 |
$349M |
State of Tennessee, Department of Treasury |
Nashville, Tennessee |
Q2 2024 |
1712 |
$27.2B |
State of Wisconsin - Board of Commissioners of Public Lands |
Madison, Wisconsin |
Q2 2024 |
16 |
$416M |
STATE OF WISCONSIN INVESTMENT BOARD |
Madison, Wisconsin |
Q2 2024 |
2293 |
$37.7B |
State of Wyoming |
Cheyenne, Wyoming |
Q2 2024 |
1640 |
$607M |
STATE STREET CORP |
Boston, Massachusetts |
Q2 2024 |
4362 |
$2.29T |
Staton Financial Advisors, LLC |
Charlotte, North Carolina |
Q2 2017 |
43 |
$118M |
S&T BANK/PA |
Indiana, Pennsylvania |
Q2 2024 |
98 |
$393M |
STEADFAST CAPITAL MANAGEMENT LP |
New York, New York |
Q2 2024 |
51 |
$4.2B |
Steadview Capital Management LLC |
London, United Kingdom |
Q2 2024 |
7 |
$298M |
Steamboat Capital Partners, LLC |
Rye, New York |
Q2 2024 |
41 |
$272M |
Steamboat Ventures Asia Manager, L.P. |
Grand Cayman, Cayman Islands |
Q3 2015 |
1 |
$27.5M |
Stearns Financial Services Group |
Greensboro, North Carolina |
Q3 2020 |
209 |
$638M |
SteelBridge Private Wealth Advisors LLC |
Naples, Florida |
Q1 2018 |
31 |
$11.5M |
Steel Canyon Capital, LLC |
Phoenix, Arizona |
Q3 2023 |
43 |
$58.4M |
Steele Capital Management, Inc. |
Dubuque, Iowa |
Q2 2024 |
177 |
$1.79B |
STEEL GROVE CAPITAL ADVISORS, LLC |
Memphis, Tennessee |
Q2 2024 |
171 |
$724M |
STEELHEAD PARTNERS LLC |
Seattle, Washington |
Q2 2024 |
48 |
$1.93B |
STEEL PARTNERS HOLDINGS L.P. |
New York, New York |
Q2 2024 |
7 |
$79M |
SteelPeak Wealth, LLC |
Woodland Hills, California |
Q2 2024 |
448 |
$2.11B |
Stegent Equity Advisors, Inc. |
Houston, Texas |
Q2 2024 |
81 |
$96M |
STEGINSKY CAPITAL LLC |
Port Washington, New York |
Q2 2024 |
7 |
$435M |
Stegner Investment Associates Inc. |
Louisville, Kentucky |
Q2 2024 |
24 |
$139M |
Steigerwald, Gordon & Koch Inc. |
Leesburg, Virginia |
Q2 2024 |
123 |
$827M |
STEINBERG ASSET MANAGEMENT LLC |
New York, New York |
Q2 2024 |
43 |
$128M |
Steinberg Global Asset Management |
Boca Raton, Florida |
Q1 2019 |
254 |
$638M |
Stelac Advisory Services LLC |
New York, New York |
Q2 2024 |
107 |
$238M |
Stellar Capital Management, LLC |
Phoenix, Arizona |
Q2 2020 |
74 |
$147M |
STEMPOINT CAPITAL LP |
New York, New York |
Q2 2024 |
43 |
$338M |
Stenahm Asset Managment Ltd |
Guernsey, Guernsey |
Q4 2021 |
22 |
$153M |
STEPH & CO |
Marinette, Wisconsin |
Q2 2024 |
262 |
$293M |
Stephens Consulting, LLC |
Flint, Michigan |
Q2 2024 |
645 |
$351M |
STEPHENS GROUP ASSET MANAGEMENT, LLC |
Little Rock, Arkansas |
Q2 2024 |
27 |
$1.1B |
Stephens Group, LLC |
Little Rock, Arkansas |
Q2 2024 |
4 |
$225M |
STEPHENS INC /AR/ |
Little Rock, Arkansas |
Q2 2024 |
1272 |
$6.56B |
Stephens Investment Management Group LLC |
Houston, Texas |
Q2 2024 |
162 |
$7.14B |
Stephenson & Company, Inc. |
San Clemente, California |
Q2 2024 |
36 |
$135M |
StepStone Group LP |
La Jolla, California |
Q2 2024 |
16 |
$493M |
Sterling Financial Group, Inc. |
Pasadena, California |
Q2 2024 |
64 |
$220M |
Sterling Financial Planning, Inc. |
Sparta, New Jersey |
Q2 2024 |
106 |
$246M |
Sterling Global Strategies LLC |
Carlsbad, California |
Q1 2019 |
26 |
$18M |
Sterling Group Wealth Management, LLC |
Pasadena, California |
Q2 2024 |
58 |
$174M |
STERLING INVESTMENT ADVISORS LLC /ADV |
Bolivar, Missouri |
Q2 2024 |
33 |
$164M |
Sterling Investment Advisors, Ltd. |
Berwyn, Pennsylvania |
Q2 2024 |
137 |
$362M |
Sterling Investment Counsel, LLC |
Buffalo, New York |
Q2 2024 |
164 |
$254M |
STERLING INVESTMENT MANAGEMENT, LLC |
Tucson, Arizona |
Q2 2024 |
58 |
$132M |
Sterling Investment Partners Management II LLC |
Westport, Connecticut |
Q3 2015 |
1 |
$8.59M |
Sterling Manor Financial, LLC |
Saratoga Springs, New York |
Q2 2024 |
24 |
$131M |
Sterling Wealth Management, Inc. |
Champaign, Illinois |
Q2 2024 |
101 |
$211M |
STERNE AGEE GROUP, INC. |
Birmingham, Alabama |
Q1 2015 |
324 |
$681M |
Sterneck Capital Management, LLC |
Kansas City, Missouri |
Q2 2024 |
95 |
$176M |
Stevard, LLC |
Chicago, Illinois |
Q2 2024 |
54 |
$116M |
STEVENS CAPITAL MANAGEMENT LP |
Radnor, Pennsylvania |
Q2 2024 |
214 |
$296M |
STEVENS CAPITAL PARTNERS |
Omaha, Nebraska |
Q2 2024 |
59 |
$194M |
Stevens First Principles Investment Advisors |
Newport Beach, California |
Q2 2019 |
160 |
$172M |
STEWARD CAPITAL MANAGEMENT/ |
Bloomfield Hills, Michigan |
Q3 2014 |
29 |
$37.2M |
Steward Financial Group LLC |
Colleyville, Texas |
Q3 2023 |
1020 |
$311M |
Steward Partners Investment Advisory, LLC |
New York, New York |
Q2 2024 |
3607 |
$9.49B |
STEWARD PARTNERS INVESTMENT SOLUTIONS, LLC |
Portland, Oregon |
Q1 2024 |
257 |
$594M |
Stewardship Advisors, LLC |
Mount Joy, Pennsylvania |
Q2 2024 |
67 |
$303M |
Stewardship Financial Advisors, LLC |
Stockbridge, Georgia |
Q1 2021 |
90 |
$288M |
Stewart Asset Management, LLC |
New York, New York |
Q4 2022 |
28 |
$130M |
STEWART & PATTEN CO LLC |
Lafayette, California |
Q1 2024 |
94 |
$669M |
STEWART WEST INDIES TRADING CO., LTD |
Boulder, Colorado |
Q1 2018 |
19 |
$1.16B |
STF Management LP |
Frisco, Texas |
Q2 2024 |
101 |
$237M |
ST GERMAIN D J CO INC |
Springfield, Massachusetts |
Q2 2024 |
775 |
$2.07B |
Stieven Capital Advisors, L.P. |
St. Louis, Missouri |
Q2 2024 |
45 |
$451M |
STIFEL FINANCIAL CORP |
St. Louis, Missouri |
Q2 2024 |
3363 |
$88.9B |
Stiles Financial Services Inc |
Edina, Minnesota |
Q2 2024 |
183 |
$260M |
Stillwater Capital Advisors, LLC |
Devon, Pennsylvania |
Q2 2024 |
49 |
$717M |
Stillwater Investment Management, LLC |
Stillwater, Minnesota |
Q1 2023 |
81 |
$372M |
Stillwater Investment Management, L.P. |
Palo Alto, California |
Q3 2017 |
16 |
$234M |
STILWELL JOSEPH |
New York, New York |
Q4 2014 |
54 |
$174M |
Stilwell Value LLC |
New York, New York |
Q2 2024 |
34 |
$192M |
St. James Investment Advisors, LLC |
Port Jefferson, New York |
Q4 2022 |
103 |
$54.6M |
St. James Investment Company, LLC |
Southlake, Texas |
Q2 2024 |
25 |
$572M |
St. Johns Investment Management Company, LLC |
Jacksonville, Florida |
Q2 2024 |
206 |
$211M |
St. Louis Financial Planners Asset Management, LLC |
Chesterfield, Missouri |
Q2 2024 |
37 |
$116M |
St. Louis Trust Co |
Saint Louis, Missouri |
Q2 2024 |
122 |
$654M |
Stockbridge Partners LLC |
Boston, Massachusetts |
Q2 2024 |
13 |
$4.84B |
Stockman Wealth Management, Inc. |
Billings, Montana |
Q2 2024 |
176 |
$571M |
STOCK YARDS BANK & TRUST CO |
Louisville, Kentucky |
Q2 2024 |
376 |
$3.02B |
Stokes Capital Advisors, LLC |
Greenwood, South Carolina |
Q2 2024 |
75 |
$360M |
Stokes Family Office, LLC |
New Orleans, Louisiana |
Q2 2024 |
223 |
$853M |
Stokes & Hubbell Capital Management, LLC |
New Orleans, Louisiana |
Q1 2019 |
134 |
$476M |
Stolper Co |
Tulsa, Oklahoma |
Q2 2024 |
87 |
$284M |
Stone Asset Management Inc. |
Austin, Texas |
Q1 2023 |
35 |
$62.6M |
STONEBRIDGE ADVISORS LLC |
Wilton, Connecticut |
Q2 2024 |
4 |
$153M |
Stonebridge Capital Advisors LLC |
St Paul, Minnesota |
Q2 2024 |
216 |
$1.14B |
STONEBRIDGE CAPITAL MANAGEMENT INC |
Los Angeles, California |
Q2 2024 |
83 |
$231M |
Stonebridge Financial Planning Group, LLC |
Orlando, Florida |
Q2 2024 |
153 |
$199M |
Stonebrook Private Inc. |
Northville, Michigan |
Q2 2024 |
176 |
$348M |
StoneCrest Wealth Management, Inc. |
Chandler, Arizona |
Q2 2024 |
54 |
$131M |
Stonegate Investment Group, LLC |
Birmingham, Alabama |
Q2 2024 |
386 |
$3.45B |
Stonehage Fleming Financial Services Holdings Ltd |
St. Helier, Jersey |
Q2 2024 |
225 |
$3.74B |
Stonehage Fleming (UK) Ltd |
London, United Kingdom |
Q4 2015 |
205 |
$218M |
Stonehearth Capital Management, LLC |
Danvers, Massachusetts |
Q2 2024 |
79 |
$234M |
STONEHILL CAPITAL MANAGEMENT LLC |
New York, New York |
Q2 2024 |
10 |
$134M |
Stone House Capital Management, LLC |
Bay Harbor Islands, Florida |
Q2 2024 |
3 |
$241M |
Stone House Investment Management, LLC |
Tunkhannock, Pennsylvania |
Q2 2024 |
376 |
$385M |
Stonekeep Investments, LLC |
Sante Fe, New Mexico |
Q2 2024 |
48 |
$123M |
Stonepeak GP Investors Manager LLC |
New York, New York |
Q3 2017 |
2 |
$20.7M |
Stonepine Capital Management, LLC |
Bend, Oregon |
Q2 2024 |
25 |
$110M |
STONE POINT CAPITAL LLC |
Greenwich, Connecticut |
Q2 2024 |
6 |
$1.27B |
Stone Point Wealth LLC |
Miami, Florida |
Q2 2024 |
137 |
$279M |
STONERIDGE INVESTMENT PARTNERS LLC |
Radnor, Pennsylvania |
Q2 2024 |
127 |
$265M |
Stonerise Capital Management, LLC |
San Francisco, California |
Q1 2018 |
10 |
$56.7M |
STONE RUN CAPITAL, LLC |
New York, New York |
Q2 2024 |
65 |
$250M |
Stone Toro Investment Advisers, LP |
Princeton, New Jersey |
Q1 2015 |
35 |
$9.6M |
StoneX Group Inc. |
New York, New York |
Q2 2024 |
294 |
$1.02B |
STONNINGTON GROUP, LLC |
Pasadena, California |
Q1 2023 |
232 |
$383M |
Stony Point Capital LLC |
New York, New York |
Q2 2024 |
41 |
$390M |
Stordahl Capital Management, Inc. |
Greenwood Village, Colorado |
Q2 2024 |
51 |
$400M |
Stormborn Capital Management, LLC |
Greenwich, Connecticut |
Q4 2022 |
26 |
$263M |
Straight Path Wealth Management |
Jenison, Michigan |
Q2 2024 |
96 |
$195M |
Strait & Sound Wealth Management LLC |
San Francisco, California |
Q2 2024 |
144 |
$196M |
STRALEM & CO INC |
New York, New York |
Q2 2020 |
107 |
$157M |
Strata Wealth Advisors, LLC |
Dallas, Texas |
Q2 2024 |
75 |
$290M |
Strategic Advisors LLC |
New York, New York |
Q2 2024 |
201 |
$515M |
Strategic Advocates LLC |
Logan, Utah |
Q2 2024 |
119 |
$252M |
Strategic Asset Management, LLC |
Rochester, Minnesota |
Q3 2022 |
519 |
$54M |
Strategic Blueprint, LLC |
Atlanta, Georgia |
Q2 2024 |
603 |
$1.47B |
STRATEGIC CAPITAL ADVISERS, INC. |
Denver, Colorado |
Q2 2022 |
59 |
$121M |
Strategic Capital Alternatives LLC |
Gig Harbor, United States |
Q1 2016 |
18 |
$6.3M |
Strategic Capital Group LLC |
Gig Harbor, Washington |
Q2 2014 |
261 |
$318M |
Strategic Equity Management |
Tucson, Arizona |
Q2 2024 |
45 |
$153M |
Strategic Family Wealth Counselors, L.L.C. |
Fairfield, New Jersey |
Q2 2024 |
124 |
$263M |
Strategic Financial Concepts, LLC |
San Antonio, Texas |
Q2 2024 |
770 |
$2.48B |
Strategic Financial Partners, Ltd. |
Bend, Oregon |
Q2 2024 |
68 |
$182M |
Strategic Financial Planning, Inc. |
Plano, Texas |
Q2 2024 |
34 |
$139M |
Strategic Financial Services, Inc. |
Utica, New York |
Q2 2024 |
131 |
$1.58B |
Strategic Global Advisors, LLC |
Newport Beach, California |
Q2 2024 |
136 |
$466M |
Strategic Income Management, LLC |
Seattle, Washington |
Q3 2023 |
11 |
$52.1M |
Strategic Investment Advisors / MI |
Farmington Hills, Michigan |
Q2 2024 |
234 |
$820M |
STRATEGIC INVESTMENT MANAGEMENT, LLC |
Arlington, Virginia |
Q2 2024 |
10 |
$93.4M |
Strategic Investment Opportunities LLC |
Denver, Colorado |
Q3 2022 |
2 |
$3.76M |
Strategic Investment Solutions, Inc. /IL |
Orland Park, Illinois |
Q2 2024 |
680 |
$302M |
STRATEGIC PLANNING GROUP, LLC |
Bountiful, Utah |
Q2 2024 |
75 |
$458M |
Strategic Point Investment Advisors, LLC |
Providence, Rhode Island |
Q2 2024 |
34 |
$558M |
STRATEGIC VALUE BANK PARTNERS LLC |
Cleveland, Ohio |
Q2 2024 |
22 |
$151M |
Strategic Value Partners, LLC |
Greenwich, Connecticut |
Q2 2024 |
1 |
$75.2M |
Strategic Vision Investment Ltd |
Hong Kong, Hong Kong |
Q2 2024 |
8 |
$56.7M |
Strategic Wealth Investment Group, LLC |
Louisville, Kentucky |
Q2 2024 |
135 |
$791M |
Strategic Wealth Management Group, LLC |
Fulton, Maryland |
Q2 2021 |
122 |
$274M |
STRATEGIC WEALTH MANAGEMENT INC |
Kirkland, Washington |
Q4 2021 |
70 |
$202M |
Strategic Wealth Partners Group, LLC |
Deerfield, Illinois |
Q1 2024 |
70 |
$906M |
Strategic Wealth Partners, Ltd. |
Independence, Ohio |
Q1 2024 |
278 |
$911M |
Strategies Wealth Advisors, LLC |
Grand Rapids, Michigan |
Q2 2024 |
93 |
$687M |
StrategIQ Financial Group, LLC |
Merrillville, Indiana |
Q4 2023 |
317 |
$885M |
STRATEGY ASSET MANAGERS LLC |
Pasadena, California |
Q2 2024 |
242 |
$305M |
Strategy Capital LLC |
Los Altos, California |
Q2 2024 |
10 |
$1.02B |
Stratford Consulting, LLC |
Addison, Texas |
Q1 2020 |
83 |
$219M |
StratiFi, LLC |
San Francisco, California |
Q1 2018 |
2 |
$1.6K |
Stratos Investment Management, LLC |
Beachwood, Ohio |
Q2 2024 |
223 |
$1.21B |
Stratos Wealth Advisors, LLC |
Beachwood, Ohio |
Q2 2024 |
700 |
$2.02B |
Stratos Wealth Partners, LTD. |
Beachwood, Ohio |
Q2 2024 |
1372 |
$6.25B |
STRATTON MANAGEMENT CO |
King Of Prussia, Pennsylvania |
Q4 2015 |
215 |
$824M |
Strengthening Families & Communities, LLC |
Boston, Massachusetts |
Q2 2024 |
600 |
$345M |
Strid Group, LLC |
Newtown Square, Pennsylvania |
Q2 2024 |
58 |
$605M |
STRINGER ASSET MANAGEMENT, LLC |
Memphis, Tennessee |
Q3 2022 |
4 |
$7.16M |
StrongBox Wealth, LLC |
Lee's Summit, Missouri |
Q2 2024 |
87 |
$212M |
Strong Tower Advisory Services |
Minneapolis, Minnesota |
Q2 2024 |
97 |
$305M |
STRS OHIO |
Columbus, Ohio |
Q2 2024 |
1948 |
$25.3B |
Stuart Chaussee & Associates, Inc. |
Palos Verdes Estates, California |
Q2 2024 |
171 |
$363M |
STUDIO INVESTMENT MANAGEMENT LLC |
Chicago, Illinois |
Q2 2024 |
300 |
$439M |
Stumpf Capital Management LLC |
Scottsdale, Arizona |
Q3 2020 |
26 |
$53.8M |
Sturgeon Ventures LLP |
London, United Kingdom |
Q3 2023 |
43 |
$76M |
Stux Capital Management, LLC |
New York, New York |
Q2 2014 |
444 |
$766M |
STUYVESANT CAPITAL MANAGEMENT |
Armonk, New York |
Q4 2018 |
32 |
$41.1M |
Styrax Capital, LP |
New York, New York |
Q2 2024 |
13 |
$1.31B |
Successful Portfolios LLC |
Clearwater, Florida |
Q2 2024 |
158 |
$143M |
SUFFOLK CAPITAL MANAGEMENT LLC |
New York, New York |
Q4 2018 |
124 |
$521M |
Sugarloaf Wealth Management, LLC |
Duluth, Georgia |
Q2 2024 |
663 |
$493M |
Sugar Maple Asset Management, LLC |
Sister Bay, Wisconsin |
Q2 2024 |
57 |
$103M |
Sullivan, Bruyette, Speros & Blaney, LLC |
Mclean, Virginia |
Q1 2021 |
416 |
$2.27B |
SUMITOMO LIFE INSURANCE CO |
Tokyo, Japan |
Q2 2024 |
274 |
$4.32B |
Sumitomo Mitsui DS Asset Management Company, Ltd |
Tokyo, Japan |
Q2 2024 |
777 |
$8.47B |
SUMITOMO MITSUI FINANCIAL GROUP, INC. |
Tokyo, Japan |
Q2 2024 |
143 |
$3.21B |
Sumitomo Mitsui Trust Holdings, Inc. |
Minato Ku, Tokyo, Japan |
Q2 2024 |
1069 |
$135B |
Summa Corp. |
Tomball, Texas |
Q2 2024 |
60 |
$206M |
SummerHaven Investment Management, LLC |
Stamford, Connecticut |
Q2 2024 |
192 |
$152M |
Summerhill Capital Management lnc. |
Toronto, Ontario, Canada |
Q2 2024 |
20 |
$141M |
SUMMER ROAD LLC |
West Palm Beach, Florida |
Q2 2024 |
29 |
$103M |
Summit Asset Management, LLC |
Memphis, Tennessee |
Q2 2024 |
156 |
$479M |
SUMMIT CAPITAL MANAGEMENT LLC |
Seattle, Washington |
Q1 2016 |
63 |
$221M |
Summit Creek Advisors LLC |
Minneapolis, Minnesota |
Q2 2024 |
68 |
$730M |
Summit Equities Inc |
Parsippany, New Jersey |
Q3 2018 |
40 |
$601M |
SUMMIT FINANCIAL GROUP, INC. |
Moorefield, West Virginia |
Q1 2024 |
190 |
$281M |
Summit Financial, LLC |
Parsippany, New Jersey |
Q2 2024 |
487 |
$2.19B |
Summit Financial Strategies, Inc. |
Columbus, Ohio |
Q2 2024 |
147 |
$804M |
Summit Financial Wealth Advisors, LLC |
Lafayette, Louisiana |
Q2 2024 |
141 |
$494M |
Summit Global Investments |
Bountiful, Utah |
Q2 2024 |
488 |
$1.48B |
Summit Global Management, Inc. |
San Diego, California |
Q3 2014 |
24 |
$41.7M |
Summit Investment Advisory Services, LLC |
Roseville, Minnesota |
Q2 2024 |
40 |
$85.1M |
SUMMIT PARTNERS L P |
Boston, Massachusetts |
Q2 2024 |
9 |
$1.68B |
SUMMIT PARTNERS PUBLIC ASSET MANAGEMENT, LLC |
Boston, Massachusetts |
Q2 2024 |
70 |
$2.17B |
Summit Place Financial Advisors, LLC |
Summit, New Jersey |
Q2 2024 |
88 |
$169M |
Summit Rock Advisors, LP |
New York, New York |
Q2 2024 |
7 |
$323M |
SUMMITRY LLC |
Foster City, California |
Q2 2024 |
115 |
$1.94B |
SUMMIT SECURITIES GROUP LLC |
New York, New York |
Q2 2024 |
429 |
$251M |
Summit Street Capital Management, LLC |
New York, New York |
Q2 2024 |
29 |
$274M |
Summit Trail Advisors, LLC |
New York, New York |
Q2 2024 |
616 |
$3.8B |
SUMMITVIEW INVESTMENT MANAGEMENT |
Grand Cayman, Cayman Islands |
Q3 2017 |
3 |
$6.19M |
Summit Wealth Group, LLC |
White River Junction, Vermont |
Q2 2024 |
96 |
$333M |
SUMMIT WEALTH & RETIREMENT PLANNING, INC. |
San Ramon, California |
Q2 2024 |
64 |
$294M |
Summit X, LLC |
Chesterfield, Missouri |
Q2 2024 |
235 |
$445M |
Sunbelt Securities, Inc. |
Houston, Texas |
Q2 2024 |
1761 |
$978M |
Sunburst Financial Group, LLC |
Vestavia Hills, Alabama |
Q2 2024 |
111 |
$369M |
Suncoast Equity Management |
Tampa, Florida |
Q2 2024 |
71 |
$904M |
Sunesis Advisors, LLC |
Overland Park, Kansas |
Q2 2024 |
46 |
$168M |
Sunflower Bank, N.A. |
Dallas, Texas |
Q2 2024 |
122 |
$424M |
SUNFLOWER BANK, NA WEALTH MANAGEMENT |
Scottsdale, Arizona |
Q3 2020 |
117 |
$299M |
SUN LIFE FINANCIAL INC |
Toronto, Ontario, Canada |
Q2 2024 |
29 |
$1.67B |
Sunnymeath Asset Management, Inc. |
Red Bank, New Jersey |
Q4 2016 |
138 |
$67.9M |
Sunpointe, LLC |
St. Louis, Missouri |
Q2 2024 |
164 |
$154M |
Sunriver Management LLC |
Greenwich, Connecticut |
Q2 2024 |
20 |
$790M |
SUNTRUST BANKS INC |
Atlanta, Georgia |
Q3 2019 |
1300 |
$19.1B |
SunTx Capital Management Corp. |
Dallas, Texas |
Q1 2022 |
1 |
$21.3M |
SUN VALLEY GOLD LLC |
Sun Valley, Idaho |
Q2 2024 |
3 |
$57.4M |
SUPERSTRING CAPITAL MANAGEMENT LP |
New York, New York |
Q2 2024 |
39 |
$79.3M |
Supplemental Annuity Collective Trust of NJ |
Trenton, New Jersey |
Q2 2024 |
213 |
$325M |
Surevest, LLC |
Los Angeles, California |
Q3 2022 |
451 |
$368M |
SurgoCap Partners LP |
New York, New York |
Q2 2024 |
13 |
$1.71B |
SURIENCE PRIVATE WEALTH LLC |
Yakima, Washington |
Q2 2024 |
27 |
$77.8M |
Susquehanna Capital Management, LLC |
Bala Cynwyd, Pennsylvania |
Q2 2024 |
1 |
$46.1M |
Susquehanna Foundation |
Bala Cynwyd, Pennsylvania |
Q2 2024 |
4 |
$327M |
SUSQUEHANNA FUNDAMENTAL INVESTMENTS, LLC |
Bala Cynwyd, Pennsylvania |
Q2 2024 |
919 |
$4.33B |
SUSQUEHANNA INTERNATIONAL GROUP, LLP |
Bala Cynwyd, Pennsylvania |
Q2 2024 |
5590 |
$57.4B |
Susquehanna International Group Ltd. |
Dublin, Ireland |
Q2 2024 |
79 |
$399M |
Susquehanna International Securities, Ltd. |
Dublin, Ireland |
Q2 2024 |
44 |
$273M |
Susquehanna Portfolio Strategies, LLC |
Bala Cynwyd, Pennsylvania |
Q2 2024 |
499 |
$2.43B |
SUSQUEHANNA TRUST & INVESTMENT CO |
Lititz, Pennsylvania |
Q2 2015 |
110 |
$457M |
Sustainable Growth Advisers, LP |
Stamford, Connecticut |
Q2 2024 |
52 |
$22.7B |
Sustainable Insight Capital Management, LLC |
New York, New York |
Q2 2024 |
74 |
$200M |
SUTTON PLACE INVESTORS LLC |
Katonah, New York |
Q2 2024 |
117 |
$150M |
Sutton Wealth Advisors Inc. |
Tampa, Florida |
Q3 2023 |
893 |
$203M |
SUVRETTA CAPITAL MANAGEMENT, LLC |
New York, New York |
Q2 2024 |
97 |
$2.45B |
SVA Wealth Management, LLC |
Madison, Wisconsin |
Q4 2020 |
229 |
$1.15B |
SVB FINANCIAL GROUP |
Menlo Park, California |
Q2 2024 |
11 |
$142M |
SVB Investment Services Inc. |
Salt Lake City, Utah |
Q1 2022 |
42 |
$161M |
SVB WEALTH LLC |
Boston, Massachusetts |
Q2 2024 |
746 |
$4.04B |
Svennilson Peter |
San Francisco, California |
Q3 2020 |
7 |
$1.23B |
Svenska Handelsbanken AB (publ) |
Stockholm, Sweden |
Q2 2024 |
12 |
$359M |
SVF Sponsor III (DE) LLC |
Menlo Park, California |
Q2 2024 |
1 |
$320M |
SV Health Investors, LLC |
Boston, Massachusetts |
Q3 2022 |
4 |
$32.3M |
SWAN Capital LLC |
Pensacola, Florida |
Q2 2024 |
308 |
$184M |
Swan Global Investments, LLC |
Durango, Colorado |
Q2 2024 |
35 |
$2B |
SWaN & Legend Advisors, LLC |
Leesburg, Virginia |
Q2 2024 |
2 |
$1.14M |
SWARTHMORE GROUP INC |
Philadelphia, Pennsylvania |
Q2 2022 |
46 |
$249M |
Swedbank |
Stockholm, Sweden |
Q4 2020 |
125 |
$33.9B |
Swedbank AB |
Stockholm, Sweden |
Q2 2024 |
697 |
$74.8B |
SWEENEY & MICHEL, LLC |
Chico, California |
Q2 2024 |
112 |
$234M |
Sweet Financial Partners, LLC |
Fairmont, Minnesota |
Q2 2024 |
191 |
$438M |
Swift Run Capital Management, LLC |
Charlottesville, Virginia |
Q4 2020 |
44 |
$51.8M |
SW Investment Management LLC |
Telluride, Colorado |
Q2 2024 |
14 |
$314M |
Swisher Financial Concepts, Inc. |
Westerville, Ohio |
Q2 2024 |
78 |
$98.7M |
Swiss National Bank |
Zurich, Switzerland |
Q2 2024 |
2458 |
$146B |
swisspartners Advisors Ltd |
Zurich, Switzerland |
Q2 2024 |
27 |
$99M |
swisspartners Ltd. |
Vaduz, Liechtenstein |
Q4 2022 |
73 |
$78.4M |
SWISS RE LTD |
Zurich, Switzerland |
Q2 2024 |
2 |
$260M |
SWM Advisors |
St. Petersburg, Florida |
Q3 2022 |
24 |
$106M |
SWMG, LLC |
Fort Worth, Texas |
Q2 2024 |
96 |
$225M |
SWP FINANCIAL LLC |
San Diego, California |
Q2 2024 |
50 |
$151M |
SWS Partners |
Columbus, Ohio |
Q2 2024 |
310 |
$335M |
Sycale Advisors (NY) LLC |
New York, New York |
Q2 2024 |
18 |
$295M |
SYCAMORE PARTNERS MANAGEMENT, L.P. |
New York, New York |
Q2 2024 |
1 |
$617M |
SYCOMORE ASSET MANAGEMENT |
Paris, France |
Q2 2024 |
68 |
$558M |
SYKON CAPITAL LLC |
Harrison, New York |
Q2 2024 |
90 |
$265M |
SYLEBRA CAPITAL LLC |
Palo Alto, California |
Q2 2024 |
30 |
$2.7B |
Sylebra Capital Ltd |
Hong Kong, Hong Kong |
Q3 2023 |
23 |
$1.88B |
Symetra Investment Management Co |
Farmington, Connecticut |
Q2 2024 |
5 |
$296M |
Symetra Life Insurance Co |
Bellevue, Washington |
Q4 2019 |
1 |
$512K |
SYM FINANCIAL Corp |
Winona Lake, Indiana |
Q2 2024 |
262 |
$627M |
Symmetry Investments LP |
St Helier, Jersey |
Q2 2024 |
159 |
$798M |
Symmetry Partners, LLC |
Glastonbury, Connecticut |
Q2 2024 |
509 |
$1.94B |
SYMMETRY PEAK MANAGEMENT LLC |
Radnor, Pennsylvania |
Q2 2024 |
18 |
$1.3M |
SYMONS CAPITAL MANAGEMENT INC |
Pittsburgh, Pennsylvania |
Q3 2021 |
71 |
$156M |
Symphony Financial, Ltd. Co. |
Houston, Texas |
Q2 2024 |
209 |
$548M |
Symphony Financial Services, Inc. |
Akron, Ohio |
Q2 2024 |
85 |
$105M |
Syncona Portfolio Ltd |
St Peter Port, Guernsey |
Q2 2024 |
3 |
$85.9M |
Synergy Asset Management, LLC |
Vancouver, Washington |
Q2 2024 |
140 |
$639M |
Synergy Financial Group, LTD |
San Ramon, California |
Q2 2024 |
82 |
$95.4M |
SYNOVUS FINANCIAL CORP |
Columbus, Georgia |
Q2 2024 |
839 |
$7.57B |
Syntal Capital Partners, LLC |
Midland, Texas |
Q1 2024 |
14 |
$6.34M |
SYNTAX RESEARCH, INC. |
Boca Raton, Florida |
Q2 2024 |
174 |
$126M |
Syntegra Private Wealth Group, LLC |
Chesterfield, Missouri |
Q2 2024 |
148 |
$787M |
Syntrinsic LLC |
Denver, Colorado |
Q2 2024 |
81 |
$301M |
SYON CAPITAL LLC |
San Francisco, California |
Q2 2024 |
447 |
$1.09B |
SYQUANT CAPITAL SAS |
Paris, France |
Q2 2024 |
5 |
$9.93M |
Systelligence, LLC |
Bloomington, Minnesota |
Q2 2024 |
42 |
$376M |
Systematic Alpha Investments, LLC |
Princeton, New Jersey |
Q2 2024 |
216 |
$2.61B |
SYSTEMATIC FINANCIAL MANAGEMENT LP |
Teaneck, New Jersey |
Q2 2024 |
249 |
$3.29B |
Systematic Portfolios LLC |
New York, New York |
Q2 2024 |
61 |
$14.4M |
System Two Advisors |
Summit, New Jersey |
Q1 2016 |
1 |
$23K |
SYSTM Wealth Solutions LLC |
Chicago, Illinois |
Q2 2024 |
658 |
$448M |
Systrade AG |
Vaduz, Liechtenstein |
Q2 2024 |
5 |
$58.4M |
Syverson Strege & Co |
West Des Moines, Iowa |
Q2 2024 |
76 |
$293M |