| V2 Capital, LLC |
Glenview, Illinois |
Q1 2015 |
48 |
$241M |
| V2 Financial group LLC |
Naperville, Illinois |
Q2 2024 |
78 |
$148M |
| V3 Capital Management, L.P. |
Dallas, Texas |
Q2 2024 |
1 |
$30.4M |
| Vahanian & Associates Financial Planning Inc. |
Saratoga Springs, New York |
Q4 2023 |
50 |
$25.3M |
| Valence8 US LP |
Cambridge, Massachusetts |
Q2 2024 |
9 |
$192M |
| Valentine Capital Asset Management, Inc. |
Danville, California |
Q4 2015 |
175 |
$89.5M |
| VALENTINE VENTURES LLC |
Bend, Oregon |
Q3 2019 |
15 |
$92.9M |
| Valeo Financial Advisors, LLC |
Carmel, Indiana |
Q2 2024 |
658 |
$3.07B |
| Valiant Capital Management, L.P. |
San Francisco, California |
Q2 2024 |
24 |
$848M |
| VALICENTI ADVISORY SERVICES INC |
Elmira, New York |
Q2 2024 |
77 |
$372M |
| VALINOR MANAGEMENT, L.P. |
New York, New York |
Q2 2024 |
1 |
$110M |
| Valley Brook Capital Group, Inc. |
Venetia, Pennsylvania |
Q2 2024 |
112 |
$128M |
| Valley Financial Group, Inc. |
Ambler, Pennsylvania |
Q2 2024 |
58 |
$136M |
| VALLEY FINANCIAL MANAGEMENT, INC. |
New York, New York |
Q2 2023 |
52 |
$193M |
| VALLEY FORGE ASSET MANAGEMENT, LLC |
King Of Prussia, Pennsylvania |
Q4 2015 |
98 |
$645M |
| Valley Forge Capital Management, LP |
Miami, Florida |
Q2 2024 |
8 |
$3.87B |
| VALLEY FORGE INVESTMENT CONSULTANTS INC ADV |
Audubon, Pennsylvania |
Q2 2024 |
83 |
$264M |
| VALLEY NATIONAL ADVISERS INC |
Bethlehem, Pennsylvania |
Q2 2024 |
1181 |
$674M |
| VALLEY NATIONAL BANCORP |
New York, New York |
Q4 2014 |
220 |
$81.9M |
| VALLEY WEALTH MANAGERS, INC. |
Paramus, New Jersey |
Q2 2024 |
374 |
$1.26B |
| Valliance Asset Management Ltd |
Central, Hong Kong |
Q2 2024 |
13 |
$62.6M |
| Valmark Advisers, Inc. |
Akron, Ohio |
Q2 2024 |
557 |
$5.89B |
| Valor Management LLC |
Chicago, Illinois |
Q2 2024 |
6 |
$455M |
| Valtinson Bruner Financial Planning LLC |
New Brighton, Minnesota |
Q2 2024 |
126 |
$252M |
| Valtura Capital Partners LLC |
New York, New York |
Q2 2017 |
5 |
$20.6M |
| ValueAct Holdings, L.P. |
San Francisco, California |
Q2 2024 |
10 |
$3.51B |
| Value Aligned Research Advisors, LLC |
Princeton, New Jersey |
Q2 2024 |
20 |
$456M |
| Valued Wealth Advisors LLC |
Holladay, Utah |
Q2 2024 |
611 |
$146M |
| VALUE HOLDINGS LP |
Hampton Bays, New York |
Q3 2016 |
39 |
$170M |
| VALUE HOLDINGS MANAGEMENT CO. LLC |
Hampton Bays, New York |
Q2 2024 |
30 |
$547M |
| Value Monitoring, Inc. |
Menlo Park, California |
Q3 2022 |
1 |
$1.5M |
| Value Partners Investments Inc. |
Winnipeg, Manitoba, Canada |
Q2 2024 |
87 |
$279M |
| VALUE PARTNERS LTD /ADV |
Hong Kong, Hong Kong |
Q2 2016 |
21 |
$156M |
| Values Added Financial LLC |
Washington, District Of Columbia |
Q2 2024 |
91 |
$139M |
| Values First Advisors, Inc. |
Gray, Tennessee |
Q2 2024 |
169 |
$167M |
| Value Star Asset Management (Hong Kong) Ltd |
Hong Kong, Hong Kong |
Q2 2024 |
18 |
$270M |
| VALUEWORKS LLC |
New York, New York |
Q2 2024 |
33 |
$322M |
| Van Berkom & Associates Inc. |
Montreal, Quebec, Canada |
Q2 2024 |
61 |
$3.35B |
| VANCE WEALTH, INC. |
Santa Clarita, California |
Q2 2024 |
90 |
$244M |
| Vancity Investment Management Ltd |
Vancouver, British Columbia, Canada |
Q2 2024 |
64 |
$1.56B |
| Van Cleef Asset Management,Inc |
Beachwood, Ohio |
Q2 2024 |
110 |
$798M |
| VAN DEN BERG MANAGEMENT I, INC |
Austin, Texas |
Q2 2024 |
108 |
$337M |
| Vanderbilt University |
Nashville, Tennessee |
Q2 2024 |
70 |
$478M |
| VanderPol Investments L.L.C. |
Caledonia, Michigan |
Q2 2024 |
43 |
$32.9M |
| VAN ECK ASSOCIATES CORP |
New York, New York |
Q2 2024 |
1368 |
$70.4B |
| Vanguard Capital Wealth Advisors |
Denver, Colorado |
Q2 2024 |
142 |
$148M |
| VANGUARD GROUP INC |
Malvern, Pennsylvania |
Q2 2024 |
4413 |
$5.21T |
| Vanguard Personalized Indexing Management, LLC |
Oakland, California |
Q2 2024 |
1692 |
$5.23B |
| Van Hulzen Asset Management, LLC |
El Dorado Hills, California |
Q2 2024 |
302 |
$1.49B |
| VAN LANSCHOT KEMPEN INVESTMENT MANAGEMENT N.V. |
Amsterdam, Netherlands |
Q2 2024 |
216 |
$8.77B |
| Van Leeuwen & Company, LLC |
Princeton, New Jersey |
Q1 2024 |
88 |
$197M |
| Vannoy Advisory Group, Inc. |
Round Rock, Texas |
Q2 2024 |
27 |
$129M |
| VAN STRUM & TOWNE INC. |
San Francisco, California |
Q2 2024 |
102 |
$276M |
| Vantage Consulting Group Inc |
Virginia Beach, Virginia |
Q2 2024 |
191 |
$135M |
| Vantage Financial Partners, LLC |
Elm Grove, Wisconsin |
Q2 2024 |
151 |
$385M |
| Vantage Financial Partners Ltd., Inc. |
Arlington Heights, Illinois |
Q2 2024 |
103 |
$402M |
| Vantage Investment Advisors, LLC |
State College, Pennsylvania |
Q3 2018 |
704 |
$475M |
| Vantage Investment Partners, LLC |
Kansas City, Missouri |
Q2 2024 |
62 |
$1.1B |
| VANTAGEPOINT INVESTMENT ADVISERS LLC |
Washington, District Of Columbia |
Q2 2024 |
10 |
$727M |
| Vantis Investment Advisers L.P. |
Miami, Florida |
Q4 2021 |
26 |
$96.6M |
| Varde Management, L.P. |
Minneapolis, Minnesota |
Q2 2024 |
2 |
$30.4M |
| Varenne Capital Partners |
Paris, France |
Q2 2024 |
14 |
$354M |
| VARLEY HOLDINGS PTY LTD |
Tomago Nsw, Australia |
Q4 2022 |
1 |
$26.3M |
| Varma Mutual Pension Insurance Co |
Helsinki, Finland |
Q2 2024 |
344 |
$12.4B |
| VASSALLUZZO SCOTT J |
Boca Raton, Florida |
Q3 2016 |
4 |
$918K |
| VAUGHAN & Co SECURITIES, INC. |
Ridgewood, New Jersey |
Q2 2024 |
54 |
$159M |
| VAUGHAN DAVID INVESTMENTS LLC/IL |
Peoria, Illinois |
Q2 2024 |
209 |
$3.95B |
| VAUGHAN NELSON INVESTMENT MANAGEMENT, L.P. |
Houston, Texas |
Q2 2024 |
201 |
$10.8B |
| Vawter Financial, Ltd. |
Columbus, Ohio |
Q2 2024 |
89 |
$146M |
| Vazirani Asset Management LLC |
New York, New York |
Q2 2024 |
21 |
$46.7M |
| VCI Wealth Management LLC |
St Louis, Missouri |
Q2 2024 |
88 |
$202M |
| VCU Investment Management Co |
Richmond, Virginia |
Q3 2023 |
1 |
$27.7M |
| Vector Capital, Ltd. |
San Francisco, California |
Q4 2019 |
1 |
$168M |
| Vector Capital Management, L.P. |
San Francisco, California |
Q2 2024 |
4 |
$99.3M |
| Vectors Research Management, LLC |
New York, New York |
Q2 2024 |
127 |
$326M |
| VECTOR WEALTH MANAGEMENT, LLC |
Minneapolis, Minnesota |
Q4 2016 |
80 |
$142M |
| Veery Capital, LLC |
Wilmington, Delaware |
Q2 2024 |
96 |
$247M |
| VEGA ENERGY GP, LLC |
New York, New York |
Q3 2017 |
3 |
$75.5M |
| VELA Investment Management, LLC |
New Albany, Ohio |
Q2 2024 |
141 |
$283M |
| Velan Capital Investment Management LP |
Alpharetta, Georgia |
Q2 2024 |
17 |
$175M |
| VELT Partners Investimentos Ltda. |
Sao Paolo, Brazil |
Q3 2023 |
4 |
$51.1M |
| Venator Capital Management Ltd. |
Toronto, Ontario, Canada |
Q3 2023 |
33 |
$48.7M |
| Venator Management LLC |
Pittsburgh, Pennsylvania |
Q2 2024 |
25 |
$331M |
| venBio Partners LLC |
San Francisco, California |
Q2 2024 |
6 |
$232M |
| venBio Partners L.P. |
San Francisco, California |
Q4 2018 |
3 |
$38.1M |
| Venor Capital Management LP |
New York, New York |
Q3 2022 |
3 |
$58.9M |
| Venrock Management VI, LLC |
Palo Alto, California |
Q2 2024 |
1 |
$41M |
| Venrock Management V, LLC |
Palo Alto, California |
Q4 2021 |
2 |
$719M |
| Venrock Partners Management V, LLC |
Palo Alto, California |
Q2 2020 |
3 |
$101M |
| Venture Visionary Partners LLC |
Sylvania, Ohio |
Q2 2024 |
546 |
$2.17B |
| Venturi Wealth Management, LLC |
Austin, Texas |
Q2 2024 |
1493 |
$1.69B |
| VeraBank, N.A. |
Henderson, Texas |
Q2 2024 |
144 |
$322M |
| Veracity Capital LLC |
Atlanta, Georgia |
Q2 2024 |
193 |
$240M |
| Verdad Advisers, LP |
Boston, Massachusetts |
Q2 2024 |
111 |
$85.3M |
| Verde Capital Management |
Clarkston, Michigan |
Q2 2024 |
45 |
$315M |
| Verdence Capital Advisors LLC |
Hunt Valley, Maryland |
Q2 2024 |
591 |
$1.12B |
| Verde Servicos Internacionais S.A. |
Sao Paulo, Brazil |
Q2 2024 |
27 |
$217M |
| Verger Capital Management LLC |
Winston Salem, North Carolina |
Q2 2024 |
13 |
$196M |
| Vericrest Private Wealth |
Newtown, Pennsylvania |
Q2 2022 |
39 |
$81.5M |
| VeriStar Capital Management LP |
New York, New York |
Q2 2024 |
11 |
$167M |
| Veritas Asset Management LLP |
London, United Kingdom |
Q2 2024 |
32 |
$13.2B |
| Verition Fund Management LLC |
Greenwich, Connecticut |
Q2 2024 |
2293 |
$12.9B |
| Verity Asset Management, Inc. |
Durham, North Carolina |
Q2 2024 |
203 |
$255M |
| Verity & Verity, LLC |
Beaufort, South Carolina |
Q2 2024 |
113 |
$900M |
| VERITY Wealth Advisors |
Sausalito, United States |
Q2 2024 |
74 |
$133M |
| Vermillion Asset Management LLC |
New York, New York |
Q3 2014 |
1 |
$2.4M |
| Vermillion & White Wealth Management Group, LLC |
Phoenixville, Pennsylvania |
Q2 2024 |
377 |
$133M |
| Vernal Point Advisors, LLC |
San Francisco, California |
Q2 2024 |
26 |
$140M |
| Versant Capital Management, Inc |
Phoenix, Arizona |
Q2 2024 |
1951 |
$395M |
| Versant Venture Management, LLC |
San Francisco, California |
Q2 2024 |
8 |
$77.3M |
| Versor Investments LP |
New York, New York |
Q2 2024 |
699 |
$542M |
| Vert Asset Management LLC |
Sausalito, California |
Q2 2024 |
42 |
$251M |
| VERTEX ONE ASSET MANAGEMENT INC. |
Vancouver, British Columbia, Canada |
Q4 2019 |
105 |
$432M |
| Vertex Planning Partners, LLC |
Downers Grove, Illinois |
Q2 2024 |
153 |
$385M |
| Verum Partners LLC |
Charlotte, North Carolina |
Q2 2024 |
153 |
$310M |
| VERUS CAPITAL PARTNERS, LLC |
Scottsdale, Arizona |
Q2 2024 |
384 |
$1.03B |
| Verus Financial Partners, Inc. |
Richmond, Virginia |
Q2 2024 |
95 |
$860M |
| Vesa Equity Investment S.a r.l. |
Luxembourg, Luxembourg |
Q2 2024 |
1 |
$286M |
| Vesey Street Capital Partners, L.L.C. |
New York, New York |
Q2 2024 |
1 |
$117M |
| Vestal Point Capital, LP |
New York, New York |
Q2 2024 |
60 |
$1.34B |
| Vestcor Inc |
Fredericton, New Brunswick, Canada |
Q2 2024 |
1164 |
$2.96B |
| Vest Financial, LLC |
Mclean, Virginia |
Q2 2024 |
254 |
$4.17B |
| VESTIA PERSONAL WEALTH ADVISORS |
Fort Wayne, Indiana |
Q2 2024 |
74 |
$93.2M |
| Vestmark Advisory Solutions, Inc. |
Wakefield, Massachusetts |
Q2 2024 |
534 |
$2.4B |
| VESTOR CAPITAL, LLC |
Chicago, Illinois |
Q2 2024 |
245 |
$1.24B |
| Vestpro Financial Partners, Inc. dba CPF Texas |
Plano, Texas |
Q3 2018 |
263 |
$210M |
| VHCP Management III, LLC |
New York, New York |
Q4 2019 |
18 |
$504M |
| VHCP Management II, LLC |
New York, New York |
Q4 2019 |
20 |
$379M |
| VHCP Management, LLC |
New York, New York |
Q4 2016 |
21 |
$93M |
| VIAWEALTH, LLC |
Leawood, Kansas |
Q2 2024 |
151 |
$161M |
| VICKERMAN & DRISCOLL FINANCIAL ADVISORS INC |
Spokane, Washington |
Q1 2020 |
67 |
$163M |
| Vickerman Investment Advisors, Inc. |
Spokane, Washington |
Q2 2024 |
64 |
$312M |
| Victoria 1522 Investments, LP |
San Francisco, California |
Q3 2014 |
8 |
$9.48M |
| VICTORY CAPITAL MANAGEMENT INC |
San Antonio, Texas |
Q2 2024 |
2472 |
$99.8B |
| VICTORY FINANCIAL GROUP, LLC |
Austin, Texas |
Q2 2024 |
78 |
$214M |
| VICUS CAPITAL |
State College, Pennsylvania |
Q2 2024 |
279 |
$1.11B |
| Vida Ventures Advisors, LLC |
Boston, Massachusetts |
Q2 2024 |
5 |
$91.4M |
| Vident Advisory, LLC |
Alpharetta, Georgia |
Q2 2024 |
1407 |
$3.62B |
| Vienna Asset Management LLC |
Saratoga, California |
Q2 2024 |
47 |
$121M |
| Vienna Powszechne Towarzystwo Emerytalne S.A. Vienna Insurance Group |
Warsaw, Poland |
Q4 2023 |
91 |
$217M |
| Viewpoint Capital Management LLC |
Seattle, Washington |
Q2 2024 |
139 |
$163M |
| VIEWPOINT INVESTMENT PARTNERS CORP |
Calgary, Alberta, Canada |
Q2 2024 |
9 |
$114M |
| VIEX Capital Advisors, LLC |
Sunny Isles Beach, Florida |
Q3 2022 |
10 |
$30.9M |
| Vigilant Capital Management, LLC |
Portland, Maine |
Q2 2023 |
449 |
$1.34B |
| Vigilare Wealth Management |
Scottsdale, Arizona |
Q2 2024 |
91 |
$226M |
| VIKING FUND MANAGEMENT LLC |
Minot, North Dakota |
Q2 2024 |
126 |
$558M |
| VIKING GLOBAL INVESTORS LP |
Stamford, Connecticut |
Q2 2024 |
82 |
$26B |
| Vilas Fund, LP |
Chicago, Illinois |
Q3 2019 |
24 |
$74.3M |
| VILLERE ST DENIS J & CO LLC |
New Orleans, Louisiana |
Q2 2024 |
86 |
$1.18B |
| VIMA LLC |
Troy, Michigan |
Q2 2024 |
69 |
$45.3M |
| Vinland Capital Management Gestora de Recursos LTDA. |
Sao Paulo, Brazil |
Q2 2024 |
31 |
$67.4M |
| Vintage Ventures Advisors Ltd. |
Herzliya, Israel |
Q3 2023 |
2 |
$15.2M |
| Vinva Investment Management Ltd |
Sydney, Australia |
Q2 2024 |
414 |
$1.93B |
| Viola Ventures V.C. Management 4 Ltd. |
Herzliya, Israel |
Q2 2024 |
5 |
$262M |
| Violich Capital Management, Inc. |
San Francisco, California |
Q2 2024 |
109 |
$740M |
| Virginia National Bank |
Charlottesville, Virginia |
Q3 2023 |
35 |
$21.9M |
| VIRGINIA RETIREMENT SYSTEM |
Richmond, Virginia |
Q1 2016 |
1032 |
$6.9B |
| VIRGINIA RETIREMENT SYSTEMS ET Al |
Richmond, Virginia |
Q3 2023 |
932 |
$10.1B |
| VIRGINIA WEALTH MANAGEMENT GROUP, INC. |
Virginia Beach, Virginia |
Q2 2024 |
55 |
$122M |
| VIRIDIAN RIA, LLC |
Bothell, Washington |
Q1 2022 |
9 |
$22.2M |
| Virtue Capital Management, LLC |
Brentwood, Tennessee |
Q2 2024 |
373 |
$577M |
| Virtu Financial LLC |
New York, New York |
Q2 2024 |
1225 |
$1.43B |
| Virtus ETF Advisers LLC |
New York, New York |
Q2 2024 |
448 |
$204M |
| Virtus Family Office LLC |
El Paso, Texas |
Q2 2024 |
45 |
$73.4M |
| Virtus Fund Advisers, LLC |
Hartford, Connecticut |
Q2 2024 |
113 |
$25.3M |
| Virtus Investment Advisers, Inc. |
Hartford, Connecticut |
Q2 2024 |
335 |
$118M |
| VISA FOUNDATION |
San Francisco, California |
Q2 2024 |
2 |
$235M |
| VISA INC. |
San Francisco, California |
Q3 2023 |
4 |
$89.1M |
| Vise Technologies, Inc. |
New York, New York |
Q2 2024 |
423 |
$570M |
| Vishria Bird Financial Group, LLC |
Memphis, Tennessee |
Q2 2024 |
62 |
$238M |
| Visionary Asset Management, Inc. |
Houston, Texas |
Q4 2018 |
129 |
$252M |
| VISIONARY HORIZONS, LLC |
Knoxville, Tennessee |
Q2 2024 |
83 |
$137M |
| Visionary Wealth Advisors |
O'fallon, Illinois |
Q2 2024 |
504 |
$1.53B |
| Vision Capital Corp |
Toronto, Ontario, Canada |
Q2 2024 |
12 |
$308M |
| Vision Capital Management, Inc. |
Portland, Oregon |
Q2 2024 |
122 |
$672M |
| Vision One Management Partners, LP |
Miami, Florida |
Q2 2024 |
6 |
$147M |
| VisionPoint Advisory Group, LLC |
Dallas, Texas |
Q2 2024 |
810 |
$281M |
| VISTA CAPITAL PARTNERS, INC. |
Portland, Oregon |
Q2 2024 |
94 |
$804M |
| VISTA EQUITY PARTNERS MANAGEMENT, LLC |
San Francisco, California |
Q2 2024 |
34 |
$3.76B |
| VISTA FINANCE, LLC |
Clayton, Missouri |
Q2 2024 |
23 |
$65.2M |
| VISTA INVESTMENT MANAGEMENT |
Pittsburgh, Pennsylvania |
Q2 2024 |
172 |
$247M |
| VISTA INVESTMENT PARTNERS LLC |
Oklahoma City, Oklahoma |
Q2 2024 |
153 |
$299M |
| VitalStone Financial, LLC |
Shavano Park, Texas |
Q2 2024 |
493 |
$138M |
| Vitol Holding B.V. |
Rotterdam, Netherlands |
Q2 2024 |
2 |
$11M |
| Vitruvian Partners LLP |
London, United Kingdom |
Q2 2024 |
8 |
$341M |
| Vivaldi Capital Management LP |
Chicago, Illinois |
Q2 2024 |
229 |
$351M |
| VIVID FINANCIAL MANAGEMENT, INC. |
Orcutt, California |
Q4 2021 |
129 |
$268M |
| Vivid Wealth Management, LLC |
West Des Moines, Iowa |
Q2 2024 |
70 |
$179M |
| Vivo Capital, LLC |
Palo Alto, California |
Q2 2024 |
42 |
$1.08B |
| VK Services, LLC |
Menlo Park, California |
Q2 2024 |
7 |
$410M |
| VNBTrust, National Association |
Charlottesville, Virginia |
Q2 2018 |
110 |
$271M |
| Voce Capital Management LLC |
San Francisco, California |
Q2 2023 |
11 |
$57.8M |
| VOISARD ASSET MANAGEMENT GROUP, INC. |
Grand Rapids, Michigan |
Q2 2024 |
405 |
$205M |
| Voit & Company, LLC |
Brookfield, Wisconsin |
Q3 2020 |
49 |
$103M |
| VOLORIDGE INVESTMENT MANAGEMENT, LLC |
Jupiter, Florida |
Q2 2024 |
1182 |
$26.9B |
| Von Berge Wealth Management Group, LLC |
San Diego, California |
Q2 2024 |
66 |
$157M |
| Vontobel Holding Ltd. |
Zurich, Switzerland |
Q2 2024 |
1068 |
$30.8B |
| VORPAL, LLC |
Nashville, Tennessee |
Q2 2024 |
1 |
$21.3M |
| Voss Capital, LP |
Houston, Texas |
Q2 2024 |
38 |
$1B |
| Voya Financial Advisors, Inc. |
Windsor, Connecticut |
Q2 2024 |
228 |
$884M |
| Voyager Global Management LP |
New York, New York |
Q2 2024 |
14 |
$2.24B |
| VOYA INVESTMENT MANAGEMENT LLC |
Atlanta, Georgia |
Q2 2024 |
2678 |
$88.1B |
| VPR Management LLC |
Houston, Texas |
Q2 2024 |
51 |
$268M |
| VR Adviser, LLC |
New York, New York |
Q2 2024 |
35 |
$1.57B |
| VR Advisory Services Ltd |
Camana Bay, Grand Cayman, Cayman Islands |
Q2 2024 |
41 |
$244M |
| V-Square Quantitative Management LLC |
Chicago, Illinois |
Q2 2024 |
583 |
$613M |
| VSR Financial Services, Inc. |
Overland Park, Kansas |
Q2 2016 |
487 |
$602M |
| Vulcan Value Partners, LLC |
Birmingham, Alabama |
Q2 2024 |
45 |
$6.55B |
| VV Manager LLC |
Boston, Massachusetts |
Q2 2020 |
1 |
$22.5K |
| V Wealth Advisors LLC |
Overland Park, Kansas |
Q3 2023 |
388 |
$125M |