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 |