UBP Investment Advisors SA |
Geneva, Switzerland |
Q3 2022
|
80
|
$190 M
|
UBS AG |
Stamford, CT |
Q3 2014
|
15,317
|
$140 B
|
UBS ASSET MANAGEMENT AMERICAS INC |
Chicago, IL |
Q4 2023
|
16,407
|
$250 B
|
UBS Group AG |
Zurich, Switzerland |
Q4 2023
|
18,527
|
$330 B
|
UBS OCONNOR LLC |
Chicago, IL |
Q4 2023
|
494
|
$1.4 B
|
UDINE WEALTH MANAGEMENT, INC. |
Boca Raton, FL |
Q1 2024
|
27
|
$150 M
|
UG Investment Advisers Ltd. |
Taipei, Taiwan |
Q1 2024
|
14
|
$300 M
|
Ulland Investment Advisors, LLC |
Minneapolis, MN |
Q1 2024
|
234
|
$130 M
|
Ullmann Wealth Partners Group, LLC |
Jacksonville Beach, FL |
Q4 2023
|
104
|
$610 M
|
Ulrich Consultants & Investment Group, LLC |
Albuquerque, NM |
Q2 2023
|
24
|
$41 M
|
Ulys, L.L.C. |
New York, NY |
Q1 2021
|
1
|
$25 M
|
Ulysses Management LLC |
New York, NY |
Q4 2023
|
51
|
$1.1 B
|
UMB Bank, n.a. |
Kansas City, MO |
Q1 2024
|
3,036
|
$6.3 B
|
UNC Management Company, Inc. |
Chapel Hill, NC |
Q4 2023
|
2
|
$130 M
|
Uncommon Cents Investing LLC |
Janesville, WI |
Q1 2024
|
185
|
$330 M
|
Unconventional Investor, LLC |
Portsmouth, NH |
Q4 2023
|
32
|
$130 M
|
UNDERHILL INVESTMENT MANAGEMENT LLC |
Greenbrae, CA |
Q1 2019
|
20
|
$190 M
|
Unicom Capital LLC |
Denver, CO |
Q4 2023
|
1
|
$0
|
Unified Trust Company, N.A. |
Lexington, KY |
Q3 2021
|
83
|
$340 M
|
Unigestion Holding SA |
Geneva, Switzerland |
Q4 2023
|
323
|
$1.8 B
|
UNIO CAPITAL LLC |
Princeton, NJ |
Q4 2023
|
39
|
$200 M
|
Union Bancaire Privee Asset Management LLC |
New York, NY |
Q1 2021
|
37
|
$190 M
|
Union Heritage Capital, LLC |
Bloomfield Hills, MI |
Q2 2023
|
52
|
$180 M
|
Union Investments & Development Ltd. |
Tel Aviv, Israel |
Q4 2023
|
44
|
$110 M
|
Union Point Advisors, LLC |
San Mateo, CA |
Q2 2015
|
1
|
$0
|
UNION SAVINGS BANK |
Litchfield, CT |
Q1 2024
|
389
|
$190 M
|
Union Square GP 2004, L.L.C. |
New York, NY |
Q3 2016
|
1
|
$0
|
Union Square GP 2008, L.L.C. |
New York, NY |
Q3 2019
|
1
|
$0
|
Union Square Opportunity GP, L.L.C. |
New York, NY |
Q3 2016
|
1
|
$0
|
Union Square Park Capital Management, LLC |
New York, NY |
Q4 2023
|
42
|
$140 M
|
UNIONVIEW, LLC |
Seattle, WA |
Q1 2024
|
92
|
$120 M
|
Uniplan Investment Counsel, Inc. |
Milwaukee, WI |
Q4 2023
|
133
|
$1.3 B
|
Uniplan Real Estate Advisors, Inc. |
Union Grove, WI |
Q3 2018
|
1
|
$0
|
UNIQUE WEALTH, LLC |
Clearwater, FL |
Q1 2024
|
86
|
$350 M
|
Unique Wealth Strategies, LLC |
Burr Ridge, IL |
Q1 2024
|
179
|
$200 M
|
Unison Advisors LLC |
Washington, DC |
Q1 2024
|
179
|
$1.0 B
|
Unison Asset Management LLC |
North Miami Beach, FL |
Q4 2023
|
35
|
$170 M
|
Unisphere Establishment |
Vaduz, Liechtenstein |
Q4 2023
|
63
|
$9.7 B
|
UniSuper Management Pty Ltd |
Melbourne, Victoria, Australia |
Q4 2023
|
747
|
$9.0 B
|
United Advisor Group, LLC |
Cincinnati, OH |
Q4 2023
|
170
|
$83 M
|
United American Securities Inc. (d/b/a UAS Asset Management) |
New York, NY |
Q4 2023
|
20
|
$390 M
|
United Asset Strategies, Inc. |
Garden City, NY |
Q1 2024
|
234
|
$1.0 B
|
UNITED BANK |
Vienna, VA |
Q4 2023
|
280
|
$800 M
|
United Bank |
Zebulon, GA |
Q4 2023
|
90
|
$180 M
|
UNITED BANK, INC. |
Parkersburg, WV |
Q3 2017
|
214
|
$250 M
|
UNITED CAPITAL FINANCIAL ADVISORS, LLC |
Irving, TX |
Q4 2023
|
1,060
|
$12 B
|
United Capital Management of KS, Inc. |
Salina, KS |
Q1 2024
|
80
|
$440 M
|
United Community Bank |
Greenville, SC |
Q1 2024
|
356
|
$260 M
|
United Fire Group Inc |
Cedar Rapids, IA |
Q4 2023
|
21
|
$55 M
|
United Income, Inc. |
Washington, DC |
Q3 2019
|
198
|
$430 M
|
UNITED MARITIME CAPITAL LLC |
New York, NY |
Q3 2022
|
26
|
$15 M
|
UNITED SERVICES AUTOMOBILE ASSOCIATION |
San Antonio, TX |
Q4 2023
|
444
|
$4.5 B
|
UNITED STATES STEEL & CARNEGIE PENSION FUND |
New York, NY |
Q3 2017
|
50
|
$2.2 B
|
United Super Pty Ltd in its capacity as Trustee for the Construction & Building Unions Superannuation Fund |
Melbourne, Australia |
Q4 2023
|
41
|
$2.0 B
|
UNIVERSITY OF CHICAGO |
Chicago, IL |
Q1 2024
|
7
|
$69 M
|
University of Illinois Foundation |
Champaign, IL |
Q4 2023
|
3
|
$230 M
|
University of Maryland Foundation, Inc. |
Adelphi, MD |
Q1 2024
|
6
|
$100 M
|
University of Massachusetts Foundation, Inc. |
Newton, MA |
Q4 2023
|
4
|
$230 M
|
UNIVERSITY OF NOTRE DAME DU LAC |
South Bend, IN |
Q4 2023
|
2
|
$98 M
|
University of Pittsburgh - Of the Commonwealth System of Higher Education |
Pittsburgh, PA |
Q4 2023
|
2
|
$93 M
|
University of Southern California |
Los Angeles, CA |
Q3 2014
|
1
|
$0
|
University of Tennessee |
Knoxville, TN |
Q4 2019
|
1
|
$38 M
|
UNIVERSITY OF TEXAS/TEXAS AM INVESTMENT MANAGMENT CO |
Austin, TX |
Q1 2024
|
13
|
$240 M
|
University of Wisconsin Foundation |
Madison, WI |
Q4 2023
|
5
|
$60 M
|
UNIVEST FINANCIAL Corp |
Souderton, PA |
Q4 2023
|
204
|
$340 M
|
Unterberg Capital LLC |
New York, NY |
Q3 2018
|
18
|
$78 M
|
UNTITLED INVESTMENTS LP |
New York, NY |
Q4 2023
|
16
|
$290 M
|
Upfront Ventures Management, LLC |
Santa Monica, CA |
Q4 2023
|
1
|
$12 k
|
Upper Left Wealth Management, LLC |
Tampa, FL |
Q1 2024
|
57
|
$110 M
|
UP STRATEGIC WEALTH INVESTMENT ADVISORS LLC |
Pittsburgh, PA |
Q4 2023
|
58
|
$55 M
|
Urban Financial Advisory Corp |
Chicago, IL |
Q4 2023
|
21
|
$130 M
|
Urban Wealth Management, LLC |
El Segundo, CA |
Q2 2022
|
382
|
$30 M
|
Ursa Fund Management, LLC |
Orinda, CA |
Q4 2023
|
37
|
$58 M
|
USAdvisors Wealth Management, LLC |
Eden Prairie, MN |
Q1 2024
|
137
|
$260 M
|
USA FINANCIAL FORMULAS |
Ada, MI |
Q1 2024
|
300
|
$620 M
|
USA MUTUALS ADVISORS, INC. |
Dallas, TX |
Q4 2020
|
12
|
$55 M
|
US Asset Management LLC |
Pittsburgh, PA |
Q1 2024
|
132
|
$110 M
|
US BANCORP \DE\ |
Minneapolis, MN |
Q4 2023
|
9,103
|
$68 B
|
U.S. Capital Wealth Advisors, LLC |
Austin, TX |
Q4 2023
|
657
|
$2.5 B
|
USCA RIA LLC |
Houston, TX |
Q2 2021
|
570
|
$1.6 B
|
USCF Advisers LLC |
Walnut Creek, CA |
Q1 2024
|
22
|
$1.1 M
|
US FINANCIAL ADVISORS, LLC |
Braintree, MA |
Q4 2023
|
72
|
$270 M
|
US Global Investors Funds |
San Antonio, TX |
Q4 2013
|
442
|
$560 M
|
U S GLOBAL INVESTORS INC |
San Antonio, TX |
Q1 2024
|
180
|
$1.2 B
|
USS Investment Management Ltd |
London, United Kingdom |
Q4 2023
|
552
|
$11 B
|
Utah Peaks Capital Inc |
Park City, UT |
Q2 2023
|
1
|
$0
|
Utah Retirement Systems |
Salt Lake City, UT |
Q4 2023
|
986
|
$7.9 B
|