| Baader Bank Aktiengesellschaft |
Unterschleissheim, Germany |
Q4 2025
|
436
|
$1.5 B
|
| Babb Wealth Advisors LLC |
Flagstaff, AZ |
Q4 2025
|
18
|
$180 M
|
| Bach Option Ltd |
Wanchai, Hong Kong |
Q4 2019
|
60
|
$240 M
|
| BADGLEY PHELPS & BELL INC |
Seattle, WA |
Q2 2021
|
234
|
$2.7 B
|
| Badgley Phelps Wealth Managers, LLC |
Seattle, WA |
Q1 2026
|
328
|
$5.0 B
|
| Baer Investment Advisory LLC |
Corte Madera, CA |
Q1 2026
|
38
|
$100 M
|
| BAHL & GAYNOR INC |
Cincinnati, OH |
Q4 2025
|
327
|
$20 B
|
| BAILARD, INC. |
Foster City, CA |
Q4 2025
|
744
|
$4.5 B
|
| BAILEY VALUE LIMITED PARTNERSHIP |
Danvers, MA |
Q3 2022
|
11
|
$63 M
|
| BAILLIE GIFFORD & CO |
Edinburgh, United Kingdom |
Q4 2025
|
902
|
$120 B
|
| Bain Capital Credit, LP |
Boston, MA |
Q4 2025
|
6
|
$380 M
|
| BAIN CAPITAL CREDIT MEMBER, LLC |
Boston, MA |
Q1 2017
|
8
|
$110 M
|
| Bain Capital Investors LLC |
Boston, MA |
Q4 2025
|
7
|
$4.6 B
|
| Bain Capital Life Sciences Investors, LLC |
Boston, MA |
Q4 2025
|
19
|
$1.3 B
|
| Bain Capital Prairie, LLC |
Boston, MA |
Q4 2025
|
1
|
$840 M
|
| Bain Capital Public Equity, LP |
Boston, MA |
Q4 2025
|
9
|
$170 M
|
| Bain Capital Public Equity Management II, LLC |
Boston, MA |
Q4 2025
|
3
|
$62 M
|
| Bain Capital Public Equity Management, LLC |
Boston, MA |
Q3 2020
|
1
|
$0
|
| BAIN CAPITAL VENTURE INVESTORS, LLC |
Boston, MA |
Q4 2025
|
3
|
$250 M
|
| BAINCO INTERNATIONAL INVESTORS |
Boston, MA |
Q4 2020
|
261
|
$870 M
|
| Baines Creek Capital, LLC |
Austin, TX |
Q1 2019
|
34
|
$38 M
|
| Baird Financial Group, Inc. |
Milwaukee, WI |
Q4 2025
|
3,138
|
$64 B
|
| BAIRD ROBERT W & CO INC /WI/ |
Milwaukee, WI |
Q1 2015
|
1,329
|
$9.8 B
|
| Bakala Capital LLC |
Greenville, SC |
Q4 2025
|
11
|
$21 M
|
| Baker Avenue Asset Management, LP |
San Francisco, CA |
Q4 2025
|
625
|
$4.3 B
|
| BAKER BOYER NATIONAL BANK |
Walla Walla, WA |
Q1 2026
|
119
|
$330 M
|
| BAKER BROS. ADVISORS LP |
New York, NY |
Q4 2025
|
86
|
$17 B
|
| Baker Chad R |
Perrysburg, OH |
Q1 2026
|
56
|
$530 M
|
| Baker Ellis Asset Management LLC |
Vancouver, WA |
Q1 2026
|
254
|
$840 M
|
| Baker Hughes Holdings LLC |
Houston, TX |
Q3 2024
|
2
|
$48 M
|
| Baker Street Capital Management, LLC |
Los Angeles, CA |
Q3 2016
|
2
|
$35 M
|
| BAKER TILLY WEALTH MANAGEMENT, LLC |
Madison, WI |
Q1 2026
|
280
|
$410 M
|
| BALANCE CAPITAL PARTNERS L.P. |
New York, NY |
Q4 2025
|
3
|
$120 M
|
| Balanced Rock Investment Advisors LLC |
Roslindale, MA |
Q4 2025
|
92
|
$140 M
|
| BALANCED WEALTH GROUP LLC |
Westlake, OH |
Q1 2026
|
73
|
$280 M
|
| Balance Wealth, LLC |
Delaware, OH |
Q1 2026
|
149
|
$320 M
|
| BALASA DINVERNO & FOLTZ LLC |
Itasca, IL |
Q3 2022
|
336
|
$1.6 B
|
| Balboa Wealth Partners |
Scottsdale, AZ |
Q1 2026
|
455
|
$600 M
|
| BALCH HILL CAPITAL LLC |
San Francisco, CA |
Q3 2020
|
1
|
$0
|
| Baldrige Asset Management LLC |
Allentown, PA |
Q1 2023
|
467
|
$240 M
|
| Baldwin Investment Management, LLC |
West Conshohocken, PA |
Q4 2025
|
207
|
$890 M
|
| BALDWIN WEALTH PARTNERS LLC/MA |
Marion, MA |
Q1 2026
|
271
|
$1.4 B
|
| Balefire, LLC |
Dallas, TX |
Q4 2025
|
394
|
$510 M
|
| Balentine LLC |
Atlanta, GA |
Q1 2026
|
219
|
$2.5 B
|
| BALESTRA CAPITAL LTD. |
New York, NY |
Q3 2015
|
3
|
$42 M
|
| BALLAST ADVISORS LLC |
Woodbury, MN |
Q4 2025
|
175
|
$360 M
|
| Ballast Asset Management, LP |
Dallas, TX |
Q4 2025
|
52
|
$210 M
|
| Ballast Financial Advisors LLC |
West Chester, PA |
Q4 2025
|
70
|
$97 M
|
| Ballast, Inc. |
Lexington, KY |
Q4 2025
|
133
|
$430 M
|
| Ballast Rock Private Wealth LLC |
Charleston, SC |
Q1 2026
|
177
|
$180 M
|
| Ball & Co Wealth Management Inc. |
Franklin, TN |
Q1 2026
|
80
|
$120 M
|
| Ballentine Capital Advisors, Inc |
Greenville, SC |
Q1 2026
|
27
|
$240 M
|
| Ballentine Partners, LLC |
Waltham, MA |
Q4 2025
|
2,428
|
$7.1 B
|
| Ballew Advisors, Inc |
Jackson, MS |
Q1 2026
|
118
|
$180 M
|
| Balter Liquid Alternatives, LLC |
Boston, MA |
Q2 2019
|
132
|
$210 M
|
| BALTIMORE CAPITAL MANAGEMENT, INC |
Baltimore, MD |
Q1 2019
|
78
|
$62 M
|
| Baltimore-Washington Financial Advisors, Inc. |
Columbia, MD |
Q4 2025
|
188
|
$2.4 B
|
| Balyasny Asset Management L.P. |
Chicago, IL |
Q4 2025
|
3,338
|
$79 B
|
| BAMCO INC /NY/ |
New York, NY |
Q4 2025
|
327
|
$37 B
|
| BAM Wealth Management, LLC |
Lakewood, CO |
Q1 2026
|
251
|
$130 M
|
| BANBURY PARTNERS LLC |
Charlotte, NC |
Q2 2021
|
1
|
$0
|
| BANCED CORP |
Edwardsville, IL |
Q1 2019
|
1
|
$0
|
| BancFirst Trust & Investment Management |
Oklahoma City, OK |
Q1 2026
|
57
|
$230 M
|
| BANC FUNDS CO LLC |
Chicago, IL |
Q4 2025
|
98
|
$510 M
|
| BANCO BILBAO VIZCAYA ARGENTARIA, S.A. |
Madrid, Spain |
Q4 2025
|
724
|
$14 B
|
| Banco BTG Pactual S.A. |
Rio De Janeiro, Brazil |
Q4 2025
|
163
|
$590 M
|
| Banco BTG Pactual SA |
Rio De Janeiro, Brazil |
Q4 2015
|
19
|
$22 M
|
| Banco de Sabadell, S.A |
Miami, FL |
Q4 2025
|
63
|
$150 M
|
| BancorpSouth Inc |
Tupelo, MS |
Q3 2017
|
383
|
$1.0 B
|
| Banco Santander, S.A. |
Madrid, Spain |
Q4 2025
|
901
|
$13 B
|
| Bancreek Capital Management, LP |
Santa Monica, CA |
Q1 2026
|
12
|
$23 M
|
| Bandera Partners LLC |
Brooklyn, NY |
Q4 2025
|
13
|
$220 M
|
| Bangor Savings Bank |
Bangor, ME |
Q1 2026
|
711
|
$1.3 B
|
| BANKERS TRUST CO |
Des Moines, IA |
Q2 2014
|
324
|
$170 M
|
| BANKERS TRUST CO CEDAR RAPIDS |
Cedar Rapids, IA |
Q2 2014
|
7
|
$2.2 M
|
| BANKERS TRUST CO OF SOUTH DAKOTA |
Des Moines, IA |
Q2 2014
|
38
|
$150 M
|
| BANK HAPOALIM BM |
Tel Aviv, Israel |
Q1 2026
|
117
|
$650 M
|
| Bank Julius Baer & Co. Ltd, Zurich |
Zurich, Switzerland |
Q1 2026
|
678
|
$33 B
|
| BANK OF AMERICA CORP /DE/ |
Charlotte, NC |
Q4 2025
|
28,105
|
$1.4 T
|
| BANK OF EDWARDSVILLE |
Edwardsville, IL |
Q3 2019
|
1
|
$0
|
| Bank of Finland |
Helsinki, Finland |
Q1 2026
|
4
|
$1.4 B
|
| BANK OF HAWAII |
Honolulu, HI |
Q4 2025
|
281
|
$2.0 B
|
| Bank of Italy |
Rome, Italy |
Q1 2026
|
8
|
$2.2 B
|
| Bank of Jackson Hole Trust |
Jackson, WY |
Q4 2025
|
521
|
$210 M
|
| Bank of Kentucky, Inc. |
Crestview Hills,, KY |
Q1 2015
|
283
|
$430 M
|
| BANK OF KOREA |
Seoul, South Korea |
Q4 2025
|
4
|
$2.3 B
|
| Bank of Marin |
Novato, CA |
Q4 2025
|
147
|
$140 M
|
| BANK OF MONTREAL /CAN/ |
Toronto, Ontario, Canada |
Q4 2025
|
13,531
|
$290 B
|
| Bank of New Hampshire |
Laconia, NH |
Q1 2026
|
542
|
$440 M
|
| Bank of New York Mellon Corp |
New York, NY |
Q1 2026
|
33,728
|
$540 B
|
| BANK OF NOVA SCOTIA |
Toronto, Ontario, Canada |
Q4 2025
|
1,439
|
$68 B
|
| BANK OF NOVA SCOTIA TRUST CO |
Toronto, Ontario, Canada |
Q4 2025
|
285
|
$1.1 B
|
| BANK OF STOCKTON |
Stockton, CA |
Q1 2026
|
144
|
$320 M
|
| BANK OF THE WEST |
Los Angeles, CA |
Q4 2022
|
366
|
$850 M
|
| BANK OZK |
Little Rock, AR |
Q4 2025
|
267
|
$280 M
|
| BANK PICTET & CIE (ASIA) LTD |
Singapore |
Q2 2024
|
101
|
$1.6 B
|
| Bank Pictet & Cie (Europe) AG |
Frankfurt Am Main, Germany |
Q1 2026
|
207
|
$4.7 B
|
| BankPlus Trust Department |
Jackson, MS |
Q4 2025
|
502
|
$380 M
|
| BankPlus Wealth Management LLC |
Jackson, MS |
Q1 2026
|
117
|
$190 M
|
| Bank & Trust Co |
Litchfield, IL |
Q1 2026
|
304
|
$150 M
|
| BANNERMAN WEALTH MANAGEMENT GROUP, LLC |
Lewisville, TX |
Q1 2026
|
32
|
$150 M
|
| Banque Cantonale Vaudoise |
Lausanne, Switzerland |
Q1 2026
|
960
|
$2.7 B
|
| Banque de Luxembourg S.A. |
Luxembourg |
Q1 2026
|
77
|
$190 M
|
| BANQUE PICTET & CIE SA |
Geneva 73, Switzerland |
Q1 2026
|
388
|
$14 B
|
| Banque Transatlantique SA |
Paris, France |
Q4 2025
|
278
|
$4.1 B
|
| BANTA ASSET MANAGEMENT LP |
Newport Beach, CA |
Q4 2025
|
17
|
$110 M
|
| BANTAMAC CAPITAL, LLC |
Chicago, IL |
Q4 2025
|
79
|
$210 M
|
| BANYAN CAPITAL MANAGEMENT, INC. |
Atlanta, GA |
Q1 2026
|
55
|
$230 M
|
| Banyan Partners, LLC |
Palm Beach Gardens, FL |
Q3 2014
|
453
|
$1.2 B
|
| Barbara Oil Co. |
Chicago, IL |
Q4 2025
|
76
|
$270 M
|
| Barber Financial Group, Inc. |
Lenexa, KS |
Q1 2023
|
148
|
$570 M
|
| BARCLAYS PLC |
London, United Kingdom |
Q4 2025
|
9,988
|
$420 B
|
| BARD ASSOCIATES INC |
Chicago, IL |
Q4 2025
|
241
|
$390 M
|
| Barden Capital Management, Inc. |
Austin, TX |
Q1 2026
|
58
|
$120 M
|
| Bard Financial Services, Inc. |
Branford, CT |
Q3 2025
|
212
|
$910 M
|
| BARDIN HILL MANAGEMENT PARTNERS LP |
New York, NY |
Q4 2025
|
1
|
$0
|
| Bare Financial Services, Inc |
Gap, PA |
Q4 2025
|
2,076
|
$360 M
|
| Bares Capital Management, Inc. |
Austin, TX |
Q3 2025
|
24
|
$1.1 B
|
| BAR HARBOR TRUST SERVICES |
Ellsworth, ME |
Q2 2022
|
261
|
$0
|
| BAR HARBOR WEALTH MANAGEMENT |
Concord, NH |
Q1 2026
|
266
|
$1.7 B
|
| BARING ASSET MANAGEMENT Ltd |
London, United Kingdom |
Q3 2017
|
184
|
$1.7 B
|
| Baring Financial LLC |
Bellingham, WA |
Q1 2026
|
72
|
$160 M
|
| Baring Fintech Fund III Managers Ltd |
St Peter Port, Guernsey |
Q4 2025
|
1
|
$1.1 B
|
| Baring Fintech Manager Holding Ltd |
Castel, Guernsey |
Q4 2025
|
1
|
$1.4 B
|
| Baring International Investment Ltd |
London, United Kingdom |
Q2 2014
|
137
|
$1.6 B
|
| BARINGS LLC |
Charlotte, NC |
Q1 2026
|
238
|
$6.2 B
|
| Barings Real Estate Advisers LLC |
Hartford, CT |
Q4 2016
|
38
|
$290 M
|
| BARINGTON COMPANIES MANAGEMENT, LLC |
New York, NY |
Q4 2025
|
11
|
$150 M
|
| Barker Partnership L.P. |
Grand Cayman, Cayman Islands |
Q1 2020
|
3
|
$92 M
|
| BARLOW WEALTH PARTNERS, LLC |
Louisville, KY |
Q1 2026
|
137
|
$900 M
|
| Barnes Dennig Private Wealth Management LLC |
Cincinnati, OH |
Q1 2026
|
307
|
$100 M
|
| BARNES PETTEY FINANCIAL ADVISORS, LLC |
Clarksdale, MS |
Q1 2026
|
156
|
$230 M
|
| Barnes Wealth Management Group, Inc |
Bakersfield, CA |
Q4 2025
|
177
|
$190 M
|
| Barnett & Company, Inc. |
Chattanooga, TN |
Q1 2026
|
88
|
$130 M
|
| BAROMETER CAPITAL MANAGEMENT INC. |
Toronto, Ontario, Canada |
Q4 2025
|
131
|
$420 M
|
| Baron Financial Group, LLC |
Fair Lawn, NJ |
Q1 2026
|
53
|
$190 M
|
| BARON SILVER STEVENS FINANCIAL ADVISORS, LLC |
Boca Raton, FL |
Q4 2025
|
132
|
$690 M
|
| Baron Wealth Management LLC |
Troy, MI |
Q1 2026
|
279
|
$330 M
|
| BARR E S & CO |
Lexington, KY |
Q4 2025
|
133
|
$1.9 B
|
| Barrett Asset Management, LLC |
New York, NY |
Q1 2022
|
229
|
$2.4 B
|
| BARRETT & COMPANY, INC. |
Providence, RI |
Q1 2026
|
652
|
$290 M
|
| Barrier Capital Management, LLC |
San Francisco, CA |
Q4 2025
|
15
|
$140 M
|
| Barrington Strategic Wealth Management Group LLC |
Chicago, IL |
Q3 2017
|
105
|
$200 M
|
| BARROW HANLEY MEWHINNEY & STRAUSS LLC |
Dallas, TX |
Q4 2025
|
464
|
$30 B
|
| Barry Investment Advisors, LLC |
New Bedford, MA |
Q1 2026
|
99
|
$450 M
|
| Bartlett & Co. LLC |
Cincinnati, OH |
Q4 2023
|
1,277
|
$6.2 M
|
| BARTLETT & CO. WEALTH MANAGEMENT LLC |
Cincinnati, OH |
Q4 2025
|
1,231
|
$7.6 B
|
| Barton Investment Management |
West Conshohocken, PA |
Q1 2026
|
54
|
$800 M
|
| Basepoint Wealth LLC |
Cedar Rapids, IA |
Q4 2025
|
601
|
$160 M
|
| Base Wealth Management LLC |
Lakewood Ranch, FL |
Q1 2026
|
60
|
$180 M
|
| Baskin Financial Services Inc. |
Toronto, Ontario, Canada |
Q1 2026
|
53
|
$1.2 B
|
| Bass Edward P |
Fort Worth, TX |
Q4 2025
|
1
|
$0
|
| BASSETT HARGROVE INVESTMENT COUNSEL, LLC |
Greenville, DE |
Q3 2023
|
45
|
$60 M
|
| BASS LEE M /TX/ |
Fort Worth, TX |
Q4 2025
|
1
|
$0
|
| BASSO CAPITAL MANAGEMENT, L.P. |
Stamford, CT |
Q4 2025
|
115
|
$170 M
|
| BASS SID R |
Fort Worth, TX |
Q4 2025
|
1
|
$2.0 M
|
| BASSWOOD CAPITAL MANAGEMENT, L.L.C. |
New York, NY |
Q4 2025
|
111
|
$2.5 B
|
| Bastion Asset Management Inc. |
Montreal, Canada |
Q1 2026
|
65
|
$330 M
|
| Bath Savings Trust Co |
Bath, ME |
Q1 2026
|
269
|
$940 M
|
| Battery Global Advisors, LLC |
Boston, MA |
Q4 2025
|
234
|
$220 M
|
| BATTERY MANAGEMENT CORP. |
Boston, MA |
Q4 2025
|
5
|
$620 M
|
| Battery Partners IX, LLC |
Boston, MA |
Q3 2020
|
1
|
$22 M
|
| Battery Partners VIII, LLC |
Boston, MA |
Q3 2019
|
1
|
$0
|
| Battery Partners VII, LLC |
Boston, MA |
Q3 2017
|
1
|
$0
|
| Baugh & Associates, LLC |
Atlanta, GA |
Q1 2026
|
44
|
$230 M
|
| Bauman Advisory Group, LLC |
Las Vegas, NV |
Q1 2026
|
63
|
$140 M
|
| BAUPOST GROUP LLC/MA |
Boston, MA |
Q4 2025
|
22
|
$5.3 B
|
| Bawa N Mallick Trust |
Forest Hills, NY |
Q4 2025
|
73
|
$270 M
|
| BAXTER BROS INC |
Riverside, CT |
Q1 2026
|
166
|
$810 M
|
| BAYBAN |
Bayport, MN |
Q1 2026
|
671
|
$120 M
|
| Bayberry Capital Partners LP |
New York, NY |
Q4 2025
|
25
|
$320 M
|
| BayBridge Capital Group, LLC |
Livermore, CA |
Q1 2026
|
95
|
$160 M
|
| Bay Capital Advisors, LLC |
Virginia Beach, VA |
Q1 2026
|
107
|
$160 M
|
| Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors |
Concord, MA |
Q1 2026
|
489
|
$820 M
|
| Bayesian Capital Management, LP |
Brooklyn, NY |
Q4 2025
|
108
|
$44 M
|
| Bayforest Capital Ltd |
London, United Kingdom |
Q1 2026
|
879
|
$89 M
|
| Bay Harbor Wealth Management, LLC |
Hunt Valley, MD |
Q1 2026
|
1,301
|
$390 M
|
| Bayhunt Capital LLC |
Mill Valley, CA |
Q4 2025
|
18
|
$180 M
|
| Bay Management Co XI LLC |
Woodside, CA |
Q4 2017
|
2
|
$0
|
| Baymount Management LP |
Miami, FL |
Q4 2024
|
1
|
$0
|
| BAYOU CITY ENERGY MANAGEMENT LLC |
Houston, TX |
Q4 2018
|
1
|
$85 M
|
| BAYPOINTE PARTNERS LLC |
Stamford, CT |
Q1 2026
|
20
|
$73 M
|
| Bay Rivers Group |
Williamsburg, VA |
Q1 2026
|
109
|
$240 M
|
| BAYSHORE ASSET MANAGEMENT, LLC |
Coral Gables, FL |
Q1 2026
|
40
|
$250 M
|
| Bayshore Capital Advisors, LLC |
Tampa, FL |
Q1 2026
|
41
|
$240 M
|
| Baystate Wealth Management LLC |
Boston, MA |
Q4 2023
|
1,327
|
$1.4 B
|
| Bay Street Capital Partners LLC |
New York, NY |
Q1 2018
|
13
|
$82 M
|
| BAYVIEW ASSET MANAGEMENT, LLC |
Coral Gables, FL |
Q4 2025
|
73
|
$430 M
|
| BB BIOTECH AG |
Schaffhausen, Switzerland |
Q1 2019
|
35
|
$4.0 B
|
| BBFIT INVESTMENTS PTE LTD |
Singapore |
Q4 2025
|
9
|
$1.0 B
|
| B, B, H, & B INC. |
Birmingham, AL |
Q1 2022
|
30
|
$110 M
|
| BBJS FINANCIAL ADVISORS, LLC |
Seattle, WA |
Q3 2024
|
142
|
$280 M
|
| BBR PARTNERS, LLC |
New York, NY |
Q4 2025
|
267
|
$1.9 B
|
| BBT Capital Management, LLC |
Fort Worth, TX |
Q3 2020
|
1
|
$0
|
| BB&T INVESTMENT SERVICES, INC. |
Charlotte, NC |
Q4 2017
|
1,464
|
$600 M
|
| BB&T SECURITIES, LLC |
Richmond, VA |
Q3 2019
|
1,618
|
$11 B
|
| BBVA USA |
Birmingham, AL |
Q3 2021
|
1,470
|
$1.7 B
|
| BBVA USA Bancshares, Inc. |
Houston, TX |
Q1 2021
|
539
|
$2.1 B
|
| BCBSM, Inc. |
Eagan, MN |
Q4 2021
|
1
|
$0
|
| BC Gestao de Recursos Ltda. |
Sao Paulo, Brazil |
Q3 2023
|
2
|
$38 M
|
| BCGM Wealth Management, LLC |
Lafayette, IN |
Q1 2026
|
178
|
$400 M
|
| BCI SECURITIES, INC. |
Miami, FL |
Q4 2025
|
17
|
$12 M
|
| BCK CAPITAL MANAGEMENT LP |
Stamford, CT |
Q1 2026
|
21
|
$23 M
|
| BCK Partners, Inc. |
Corning, NY |
Q1 2026
|
26
|
$190 M
|
| BCM ADVISORS, LLC |
Lafayette, LA |
Q1 2026
|
78
|
$510 M
|
| BCO Wealth Management LLC |
Carlsbad, NM |
Q1 2026
|
42
|
$170 M
|
| BC Partners Advisors L.P. |
New York, NY |
Q4 2024
|
3
|
$9.2 B
|
| BC Partners PE LP |
New York, NY |
Q4 2025
|
3
|
$7.0 B
|
| BCR Wealth Strategies, LLC |
Vestavia, AL |
Q1 2026
|
36
|
$320 M
|
| BCS Private Wealth Management, Inc. |
Rumson, NJ |
Q1 2026
|
186
|
$330 M
|
| BCS Wealth Management |
Johnson City, TN |
Q1 2026
|
248
|
$490 M
|
| BCU Wealth Advisors, LLC |
Vernon Hills, IL |
Q1 2026
|
60
|
$270 M
|
| BCV Asset Management Inc. |
Winnipeg, Manitoba |
Q4 2025
|
73
|
$4.0 B
|
| BCWM, LLC |
Overland Park, KS |
Q4 2025
|
56
|
$330 M
|
| BDF-GESTION |
Paris, France |
Q1 2026
|
144
|
$750 M
|
| BDFS Capital LLC |
Rehoboth Beach, DE |
Q1 2026
|
137
|
$210 M
|
| BDL CAPITAL MANAGEMENT |
Paris, France |
Q4 2023
|
17
|
$120 M
|
| BDO Wealth Advisors, LLC |
Jacksonville, FL |
Q2 2023
|
980
|
$870 M
|
| BDT CAPITAL PARTNERS, LLC |
Chicago, IL |
Q4 2025
|
3
|
$3.2 B
|
| B&D White Capital Company, LLC |
Lakeway, TX |
Q4 2025
|
72
|
$860 M
|
| BEACH INVESTMENT COUNSEL INC/PA |
West Conshohocken, PA |
Q1 2025
|
118
|
$680 M
|
| Beach Investment Management, LLC. |
West Conshohocken, PA |
Q1 2020
|
30
|
$29 M
|
| Beach Point Capital Management LP |
Santa Monica, CA |
Q1 2026
|
11
|
$250 M
|
| BEACON ADVISORS HOLDINGS, LLC |
Austin, TX |
Q1 2026
|
37
|
$190 M
|
| Beacon Bank & Trust |
Boston, MA |
Q1 2026
|
252
|
$490 M
|
| Beacon Bridge Wealth Partners, LLC |
Lower Gwynedd, PA |
Q1 2026
|
101
|
$300 M
|
| Beacon Capital Management, Inc. |
Dayton, OH |
Q1 2026
|
57
|
$1.8 B
|
| Beacon Capital Management, LLC |
Franklin, TN |
Q4 2025
|
158
|
$650 M
|
| Beacon Financial Advisory LLC |
Cleveland, OH |
Q1 2026
|
402
|
$440 M
|
| BEACON FINANCIAL GROUP |
Dallas, TX |
Q1 2026
|
348
|
$1.0 B
|
| BEACON FINANCIAL PLANNING, INC |
Hyannis, MA |
Q1 2026
|
76
|
$260 M
|
| Beacon Financial Strategies CORP |
Raleigh, NC |
Q1 2026
|
178
|
$180 M
|
| Beacon Harbor Wealth Advisors, Inc. |
Virginia Beach, VA |
Q1 2026
|
71
|
$480 M
|
| BEACON INVESTMENT ADVISORS LLC |
Gaithersburg, MD |
Q4 2025
|
166
|
$250 M
|
| BEACON INVESTMENT ADVISORY SERVICES, INC. |
Morristown, NJ |
Q1 2026
|
787
|
$2.4 B
|
| BEACONLIGHT CAPITAL, LLC |
New York, NY |
Q4 2025
|
23
|
$170 M
|
| Beacon Pointe Advisors, LLC |
Newport Beach, CA |
Q4 2025
|
1,504
|
$14 B
|
| Beacon Pointe Wealth Advisors, LLC |
Newport Beach, CA |
Q4 2019
|
271
|
$540 M
|
| BEACON TRUST CO |
Morristown, NJ |
Q1 2017
|
314
|
$630 M
|
| Beacon Wealthcare, Inc |
Raleigh, NC |
Q4 2020
|
10
|
$170 M
|
| Beacon Wealthcare LLC |
Raleigh, NC |
Q1 2026
|
26
|
$280 M
|
| Beaird Harris Wealth Management, LLC |
Dallas, TX |
Q4 2025
|
712
|
$1.5 B
|
| BEAM WEALTH ADVISORS, INC. |
Covington, LA |
Q1 2026
|
108
|
$400 M
|
| BEARING POINT CAPITAL, LLC |
Bloomington, MN |
Q4 2025
|
183
|
$640 M
|
| Bear Mountain Capital, Inc. |
Seattle, WA |
Q4 2025
|
199
|
$310 M
|
| Beartown Capital Management, LLC |
Huntington Woods, MI |
Q4 2025
|
44
|
$140 M
|
| Beaton Management Co. Inc. |
Haverhill, MA |
Q4 2025
|
149
|
$230 M
|
| Beaumont Asset Management, L.L.C. |
Beaumont, TX |
Q1 2026
|
76
|
$220 M
|
| Beaumont Financial Advisors, LLC |
Needham, MA |
Q1 2026
|
369
|
$1.5 B
|
| Beaumont Financial Partners, LLC |
Needham, MA |
Q3 2022
|
302
|
$1.0 B
|
| Beck Bode, LLC |
Dedham, MA |
Q4 2025
|
94
|
$600 M
|
| BECK CAPITAL MANAGEMENT, LLC |
Austin, TX |
Q4 2025
|
122
|
$420 M
|
| BECKER CAPITAL MANAGEMENT INC |
Portland, OR |
Q4 2025
|
301
|
$3.5 B
|
| Beckerman Institutional, LLC |
Ocean Grove, NJ |
Q1 2026
|
121
|
$190 M
|
| BECK MACK & OLIVER LLC |
New York, NY |
Q4 2025
|
194
|
$5.5 B
|
| BEDDOW CAPITAL MANAGEMENT INC |
Jackson, WY |
Q4 2025
|
55
|
$260 M
|
| BEDEL FINANCIAL CONSULTING INC |
Indianapolis, IN |
Q3 2023
|
235
|
$490 M
|
| Bedel Financial Consulting, Inc. |
Indianapolis, IN |
Q1 2026
|
300
|
$890 M
|
| Bedell Frazier Investment Counselling, LLC |
Walnut Creek, CA |
Q4 2025
|
133
|
$520 M
|
| Bedford Ridge Capital LP |
New York, NY |
Q3 2022
|
1
|
$0
|
| Bedlam Asset Management plc |
London, United Kingdom |
Q4 2013
|
1
|
$0
|
| Bedminster, LLC |
Bluffton, SC |
Q1 2026
|
53
|
$110 M
|
| BEDRIJFSTAKPENSIOENFONDS VOOR DE MEDIA PNO |
Hilversum, Netherlands |
Q3 2025
|
39
|
$760 M
|
| BEECHER INVESTORS INC |
Darien, CT |
Q3 2022
|
12
|
$61 M
|
| BEESE FULMER INVESTMENT MANAGEMENT, INC. |
Canton, OH |
Q1 2026
|
435
|
$1.6 B
|
| Beirne Wealth Consulting Services, LLC |
Shelton, CT |
Q1 2026
|
105
|
$350 M
|
| BEL AIR INVESTMENT ADVISORS LLC |
Los Angeles, CA |
Q2 2021
|
385
|
$3.3 B
|
| Belfer Management LLC |
New York, NY |
Q4 2025
|
14
|
$5.7 M
|
| Bell Asset Management Ltd |
Melbourne, Australia |
Q1 2026
|
61
|
$340 M
|
| Bell Bank |
Fargo, ND |
Q1 2026
|
232
|
$2.4 B
|
| Bell & Brown Wealth Advisors, LLC |
Newport Beach, CA |
Q4 2025
|
71
|
$310 M
|
| Belleair Asset Management, LLC |
Belleair Bluffs, FL |
Q1 2026
|
77
|
$110 M
|
| Bellecapital International Ltd. |
Zurich, Switzerland |
Q1 2026
|
116
|
$540 M
|
| Bellevue Asset Management AG |
Kuesnacht, Switzerland |
Q4 2015
|
127
|
$660 M
|
| BELLEVUE ASSET MANAGEMENT, LLC |
Bellevue, WA |
Q1 2026
|
369
|
$200 M
|
| Bellevue Group AG |
Zurich, Switzerland |
Q4 2025
|
213
|
$5.3 B
|
| Bell Investment Advisors, Inc |
Orinda, CA |
Q1 2026
|
1,860
|
$640 M
|
| Bell Rock Capital LLC |
Rehoboth Beach, DE |
Q3 2022
|
94
|
$81 M
|
| Bellwether Advisors, LLC |
Lincoln, NE |
Q4 2025
|
134
|
$630 M
|
| Bellwether Investment Group, LLC |
Chattanooga, TN |
Q4 2017
|
63
|
$25 M
|
| Belmont Capital, LLC |
Los Angeles, CA |
Q2 2025
|
167
|
$660 M
|
| Belmont Global Advisors, Inc. |
Dallas, TX |
Q3 2016
|
69
|
$110 M
|
| Belpointe Asset Management LLC |
Reno, NV |
Q1 2026
|
1,066
|
$2.7 B
|
| Belvedere Advisors LLC |
San Francisco, CA |
Q2 2019
|
31
|
$3.2 M
|
| Belvedere Trading LLC |
Chicago, IL |
Q4 2025
|
857
|
$93 B
|
| Benchmark Capital Advisors |
New York, NY |
Q4 2018
|
115
|
$100 M
|
| Benchmark Financial, LLC |
Wilmington, DE |
Q1 2026
|
52
|
$110 M
|
| Benchmark Financial Wealth Advisors, LLC |
Boca Raton, FL |
Q1 2026
|
133
|
$360 M
|
| Benchmark Investment Advisors LLC |
Chicago, IL |
Q3 2025
|
78
|
$170 M
|
| Benchmark Wealth Management, LLC |
Old Lyme, CT |
Q2 2025
|
70
|
$230 M
|
| Benchstone Capital Management LP |
New York, NY |
Q4 2025
|
45
|
$930 M
|
| BENDER ROBERT & ASSOCIATES |
Pasadena, CA |
Q1 2026
|
45
|
$420 M
|
| Benedetti & Gucer, Inc. |
Atlanta, GA |
Q1 2024
|
143
|
$200 M
|
| BENEDICT FINANCIAL ADVISORS INC |
Atlanta, GA |
Q1 2026
|
133
|
$480 M
|
| Benefit Street Partners LLC |
New York, NY |
Q1 2026
|
19
|
$86 M
|
| Benin Management CORP |
Wilton, CT |
Q1 2026
|
146
|
$440 M
|
| BENJAMIN EDWARDS INC |
Clayton, MO |
Q4 2025
|
1,919
|
$9.0 B
|
| BENJAMIN F. EDWARDS & COMPANY, INC. |
St. Louis, MO |
Q2 2024
|
2,847
|
$5.7 B
|
| BENJAMIN JOSEPH FLOYD DBA FLOYD CAPITAL MANAGEMENT |
Texarkana, TX |
Q1 2026
|
1
|
$9.8 M
|
| BENNETT LAWRENCE MANAGEMENT L L C/NY |
New York, NY |
Q4 2015
|
140
|
$310 M
|
| BENNETT SELBY INVESTMENTS LP |
Falmouth, ME |
Q1 2026
|
81
|
$280 M
|
| BENNICAS & ASSOCIATES, INC. |
Portola Valley, CA |
Q4 2022
|
99
|
$170 M
|
| BENNINGFIELD FINANCIAL ADVISORS, LLC |
San Francisco, CA |
Q4 2025
|
18
|
$130 M
|
| Bensler, LLC |
Bellevue, WA |
Q1 2026
|
194
|
$970 M
|
| Benson Investment Management Company, Inc. |
Roanoke, VA |
Q1 2026
|
7
|
$11 M
|
| Benson Wealth Management INC |
Ooltewah, Tn, TN |
Q4 2025
|
426
|
$90 M
|
| Berbice Capital Management LLC |
Melville, NY |
Q1 2026
|
159
|
$150 M
|
| BerganKDV Wealth Management, LLC |
Bloomington, MN |
Q2 2023
|
862
|
$1.0 B
|
| Berger Financial Group, Inc |
Plymouth, MN |
Q1 2026
|
474
|
$1.8 B
|
| Berkeley Capital Partners, LLC |
Milton, GA |
Q4 2025
|
188
|
$420 M
|
| Berkeley, Inc |
Boise, ID |
Q1 2026
|
81
|
$300 M
|
| BERKLEY W R CORP |
Greenwich, CT |
Q4 2025
|
285
|
$2.1 B
|
| BERKSHIRE ASSET MANAGEMENT LLC/PA |
Wilkes Barre, PA |
Q4 2025
|
262
|
$2.3 B
|
| BERKSHIRE CAPITAL HOLDINGS INC |
San Jose, CA |
Q4 2025
|
109
|
$300 M
|
| Berkshire Hathaway Inc |
Omaha, NE |
Q4 2025
|
110
|
$270 B
|
| Berkshire Money Management, Inc. |
Dalton, MA |
Q1 2026
|
52
|
$980 M
|
| Berkshire Partners LLC |
Boston, MA |
Q4 2025
|
1
|
$4.7 M
|
| Berman Capital Advisors, LLC |
Atlanta, GA |
Q3 2021
|
2,786
|
$640 M
|
| Berman McAleer LLC |
Timonium, MD |
Q1 2026
|
162
|
$730 M
|
| Bernardo Wealth Planning LLC |
Harleysville, PA |
Q1 2026
|
129
|
$510 M
|
| Bernard Wealth Management Corp. |
Royal Oak, MI |
Q4 2025
|
356
|
$250 M
|
| Bernicke Wealth Management, Ltd. |
Altoona, WI |
Q2 2020
|
48
|
$140 M
|
| Bernzott Capital Advisors |
Camarillo, CA |
Q1 2026
|
38
|
$210 M
|
| BERRY GROUP, LLC |
Worcester, MA |
Q4 2020
|
113
|
$220 M
|
| Berry Street Capital Management LLP |
London, United Kingdom |
Q3 2023
|
29
|
$340 M
|
| Berry Wealth Group, LP |
Granbury, TX |
Q1 2026
|
28
|
$27 M
|
| Bertram Growth Capital III (GPLLC), L.L.C. |
Foster City, CA |
Q4 2023
|
1
|
$0
|
| Beryl Capital Management LLC |
Redondo Beach, CA |
Q4 2025
|
15
|
$990 M
|
| BERYLSON CAPITAL PARTNERS, LLC |
Boston, MA |
Q3 2024
|
21
|
$41 M
|
| BESSEMER GROUP INC |
Woodbridge, NJ |
Q1 2026
|
9,822
|
$64 B
|
| BESSEMER SECURITIES LLC |
New York, NY |
Q3 2024
|
1
|
$0
|
| Bestgate Wealth Advisors, LLC |
Frederick, MD |
Q1 2026
|
45
|
$55 M
|
| Beta Wealth Group, Inc. |
San Diego, CA |
Q4 2025
|
119
|
$250 M
|
| BETO FINANCIAL GROUP, LLC |
Boise, ID |
Q4 2025
|
133
|
$150 M
|
| Betterment LLC |
New York, NY |
Q4 2025
|
551
|
$52 B
|
| Better Money Decisions, LLC |
Santa Fe, NM |
Q2 2025
|
74
|
$160 M
|
| BetterWealth, LLC |
San Jose, CA |
Q1 2026
|
85
|
$510 M
|
| Beutel, Goodman & Co Ltd. |
Toronto, Ontario, Canada |
Q4 2025
|
174
|
$16 B
|
| Beverly Hills Private Wealth, LLC |
Beverly Hills, CA |
Q1 2026
|
499
|
$600 M
|
| Bey-Douglas LLC |
Marietta, GA |
Q4 2025
|
43
|
$120 M
|
| BFAM Partners (Cayman) Ltd |
Northpoint, Hong Kong, Hong Kong |
Q3 2024
|
1
|
$44 k
|
| BFI Infinity Ltd. |
Zurich, Switzerland |
Q1 2026
|
61
|
$180 M
|
| BFI Wealth Solutions, LLC |
Dallas, TX |
Q4 2025
|
73
|
$100 M
|
| BFSG, LLC |
Irvine, CA |
Q1 2026
|
751
|
$1.1 B
|
| BG Investment Services, LLC |
Hagatna, Guam |
Q4 2025
|
45
|
$110 M
|
| B Group, Inc. |
Dallas, TX |
Q4 2025
|
16
|
$140 M
|
| BHF Kleinwort Benson Group S.A. |
Brussels, Belgium |
Q1 2016
|
363
|
$3.4 B
|
| BHF RG Capital Inc. |
Scottsdale, AZ |
Q4 2021
|
1
|
$0
|
| BHK Investment Advisors, LLC |
Birmingham, AL |
Q1 2026
|
79
|
$300 M
|
| BHR Capital LLC |
New York, NY |
Q1 2017
|
1
|
$0
|
| BHZ CAPITAL MANAGEMENT, LP |
San Jose, CA |
Q2 2024
|
1
|
$0
|
| BI Asset Management Fondsmaeglerselskab A/S |
Kobenhavn, Denmark |
Q1 2026
|
612
|
$9.6 B
|
| B&I Capital AG |
Zurich, Switzerland |
Q1 2026
|
24
|
$290 M
|
| Bickling Financial Services, Inc. |
Lexington, MA |
Q4 2022
|
119
|
$160 M
|
| Biechele Royce Advisors |
Fishers, IN |
Q3 2024
|
55
|
$300 M
|
| BIEGEL & WALLER LLC |
Columbia, MD |
Q3 2019
|
74
|
$180 M
|
| Bienville Capital Management, LLC |
New York, NY |
Q4 2025
|
76
|
$630 M
|
| Bigelow Investment Advisors, LLC |
Portland, ME |
Q1 2026
|
153
|
$250 M
|
| BIGLARI CAPITAL CORP. |
San Antonio, TX |
Q4 2025
|
19
|
$930 M
|
| BIGLARI HOLDINGS INC. |
San Antonio, TX |
Q3 2014
|
1
|
$6.1 M
|
| BIGLARI, SARDAR |
San Antonio, TX |
Q4 2025
|
10
|
$48 M
|
| BigSur Wealth Management LLC |
Miami, FL |
Q1 2026
|
164
|
$360 M
|
| Bill Few Associates, Inc. |
Sewickley, PA |
Q1 2026
|
212
|
$420 M
|
| BILLINGS CAPITAL MANAGEMENT, LLC |
Arlington, VA |
Q4 2021
|
7
|
$79 M
|
| Bill & Melinda Gates Foundation |
Seattle, WA |
Q3 2024
|
5
|
$44 M
|
| Biltmore Capital Advisors LLC |
Princeton, NJ |
Q4 2021
|
156
|
$600 M
|
| Biltmore Family Office, LLC |
Charlotte, NC |
Q4 2025
|
331
|
$720 M
|
| Biltmore Wealth Management, LLC |
Tempe, AZ |
Q1 2026
|
60
|
$280 M
|
| BINGHAM OSBORN & SCARBOROUGH LLC |
San Francisco, CA |
Q4 2021
|
1
|
$0
|
| BINGHAM PRIVATE WEALTH, LLC |
San Francisco, CA |
Q4 2025
|
151
|
$120 M
|
| Binnacle Investments Inc |
Urbandale, IA |
Q3 2025
|
1,513
|
$170 M
|
| Biomark Capital Management Co. LLC |
Greenwich, CT |
Q3 2018
|
2
|
$8.9 M
|
| Biondo Investment Advisors, LLC |
Milford, PA |
Q4 2025
|
86
|
$830 M
|
| BIOS Capital Management, LP |
Fort Worth, TX |
Q4 2025
|
9
|
$83 M
|
| BIP Alliance, LLC |
Atlanta, GA |
Q2 2025
|
49
|
$260 M
|
| BI Partners LLC |
Darien, CT |
Q3 2014
|
19
|
$70 M
|
| BIP Wealth, LLC |
Atlanta, GA |
Q1 2026
|
453
|
$2.5 B
|
| BIRCHBROOK, INC. |
Bangor, ME |
Q1 2026
|
291
|
$200 M
|
| Birch Capital Management, LLC |
Dallas, TX |
Q1 2026
|
78
|
$190 M
|
| Birchcreek Wealth Management, LLC |
Miami Township, OH |
Q4 2025
|
113
|
$200 M
|
| BIRCH FINANCIAL GROUP, LLC |
Keene, NH |
Q1 2026
|
136
|
$170 M
|
| Birch Grove Capital LP |
New York, NY |
Q3 2024
|
3
|
$9.5 M
|
| Birch Hill Investment Advisors LLC |
Boston, MA |
Q1 2026
|
195
|
$2.2 B
|
| Birch Run Capital Advisors, LP |
Dallas, TX |
Q3 2022
|
1
|
$0
|
| Birchview Capital, LP |
Burlington, VT |
Q4 2025
|
68
|
$170 M
|
| Birchwood Financial Partners, Inc. |
Bloomington, MN |
Q1 2026
|
348
|
$100 M
|
| BIRINYI ASSOCIATES INC |
Westport, CT |
Q1 2026
|
60
|
$370 M
|
| BIRMINGHAM CAPITAL MANAGEMENT CO INC/AL |
Birmingham, AL |
Q4 2025
|
90
|
$230 M
|
| Birnam Oak Advisors, LP |
New York, NY |
Q4 2025
|
51
|
$450 M
|
| Bishop & Co Investment Management, LLC |
Erie, PA |
Q1 2026
|
26
|
$290 M
|
| Bishop Rock Capital, L.P. |
New York, NY |
Q3 2023
|
18
|
$24 M
|
| BISLETT MANAGEMENT, LLC |
Palo Alto, CA |
Q4 2025
|
17
|
$130 M
|
| Bison Wealth, LLC |
Atlanta, GA |
Q4 2024
|
320
|
$450 M
|
| Bison Wealth, LLC |
Atlanta, GA |
Q4 2025
|
433
|
$890 M
|
| BIT Capital GmbH |
Berlin, Germany |
Q4 2025
|
109
|
$2.7 B
|
| BITTERROOT CAPITAL ADVISORS LLC |
Bozeman, MT |
Q4 2025
|
51
|
$150 M
|
| BIVIN & ASSOCIATES, INC. |
Ponca City, OK |
Q2 2022
|
328
|
$93 M
|
| BKM Wealth Management, LLC |
Brookfield, WI |
Q1 2026
|
148
|
$270 M
|
| BKS ADVISORS, LLC |
Southfield, MI |
Q1 2019
|
209
|
$250 M
|
| black-and-white Capital LP |
Los Angeles, CA |
Q2 2021
|
25
|
$970 M
|
| BlackBarn Capital Partners LP |
New York, NY |
Q4 2025
|
16
|
$1.5 B
|
| Blackcrane Capital, LLC |
Bellevue, WA |
Q1 2022
|
7
|
$16 M
|
| Black Creek Investment Management Inc. |
Toronto, Ontario, Canada |
Q4 2025
|
27
|
$2.0 B
|
| Black Cypress Capital Management, LLC |
Ponte Vedra Beach, FL |
Q4 2025
|
28
|
$140 M
|
| Black Diamond Capital Management I, LLLP |
St. Thomas, U.S. Virgin Islands |
Q4 2025
|
12
|
$150 M
|
| BLACK DIAMOND CAPITAL MANAGEMENT, L.L.C. |
Stamford, CT |
Q2 2025
|
13
|
$170 M
|
| Black Diamond Financial, LLC |
Towson, MD |
Q1 2026
|
185
|
$920 M
|
| BlackDiamond Wealth Management, LLC |
New York, NY |
Q4 2025
|
200
|
$210 M
|
| Blackhawk Capital Partners, LLC |
Thiensville, WI |
Q1 2026
|
141
|
$270 M
|
| BLACKHILL CAPITAL INC |
Morristown, NJ |
Q4 2025
|
50
|
$1.9 B
|
| Black Maple Capital Management LP |
Milwaukee, WI |
Q4 2025
|
86
|
$140 M
|
| BLACK POINT WEALTH MANAGEMENT |
Naples, FL |
Q2 2025
|
5
|
$3.5 M
|
| Black River Asset Management LLC |
Hopkins, MN |
Q2 2016
|
1
|
$0
|
| BlackRock Advisors LLC |
Wilmington, DE |
Q4 2016
|
4,510
|
$99 B
|
| BlackRock Fund Advisors |
San Francisco, CA |
Q4 2016
|
4,255
|
$540 B
|
| BlackRock Group LTD |
London, United Kingdom |
Q4 2016
|
15,646
|
$210 B
|
| BlackRock Inc. |
New York, NY |
Q2 2024
|
48,161
|
$4.4 T
|
| BlackRock, Inc. |
New York, NY |
Q4 2025
|
|
$0
|
| BlackRock Institutional Trust Company, N.A. |
San Francisco, CA |
Q4 2016
|
3,855
|
$680 B
|
| BlackRock Investment Management, LLC |
Princeton, NJ |
Q4 2016
|
3,953
|
$86 B
|
| BlackRock Japan Co. Ltd |
Tokyo, Japan |
Q4 2016
|
1,312
|
$30 B
|
| Blacksheep Fund Management Ltd |
Co. Dublin, Ireland |
Q4 2025
|
8
|
$250 M
|
| Blackstart Capital LP |
New York, NY |
Q2 2020
|
21
|
$150 M
|
| Blackstone Inc. |
New York, NY |
Q4 2025
|
263
|
$25 B
|
| Blackston Financial Advisory Group, LLC |
The Villages, FL |
Q1 2026
|
106
|
$160 M
|
| Black Swift Group, LLC |
Boulder, CO |
Q1 2026
|
117
|
$570 M
|
| BLACKTHORN INVESTMENT GROUP LLC |
Overland Park, KS |
Q3 2015
|
70
|
$27 M
|
| BLAIR WILLIAM & CO/IL |
Chicago, IL |
Q4 2025
|
1,920
|
$37 B
|
| Blake Schutter Theil Wealth Advisors, LLC |
Dayton, OH |
Q1 2026
|
111
|
$120 M
|
| BLALOCK WILLIAMS, LLC |
Alexander City, AL |
Q4 2025
|
135
|
$120 M
|
| Blankinship & Foster, LLC |
Solana Beach, CA |
Q1 2026
|
75
|
$450 M
|
| Blantyre Capital Ltd |
London, United Kingdom |
Q4 2025
|
1
|
$110 M
|
| BLB&B Advisors, LLC |
Montgomeryville, PA |
Q1 2026
|
384
|
$2.4 B
|
| Bleakley Financial Group, LLC |
Parsippany, NJ |
Q1 2026
|
760
|
$6.4 B
|
| Bleichroeder LP |
New York, NY |
Q4 2025
|
73
|
$570 M
|
| Blenheim Capital Management, L.L.C. |
Berkeley Heights, NJ |
Q3 2014
|
32
|
$80 M
|
| BLI - Banque de Luxembourg Investments |
Luxembourg City, Luxembourg |
Q4 2025
|
178
|
$3.4 B
|
| Blind Man Capital, LLC |
Erie, PA |
Q4 2025
|
1
|
$0
|
| BLKBRD Asset Management, LP |
Old Greenwich, CT |
Q4 2025
|
22
|
$74 M
|
| BLOCKHOUSE CAPITAL MANAGEMENT LP |
New York, NY |
Q1 2018
|
26
|
$480 M
|
| block.one |
George Town, Grand Cayman, Cayman Islands |
Q3 2023
|
1
|
$0
|
| BLODGETT WEALTH ADVISORS, LLC |
Concord, CA |
Q1 2026
|
64
|
$130 M
|
| bLong Financial, LLC |
Memphis, TN |
Q1 2026
|
76
|
$130 M
|
| BloombergSen Inc. |
Toronto, Ontario, Canada |
Q4 2025
|
29
|
$1.4 B
|
| BLOOM TREE PARTNERS, LLC |
New York, NY |
Q2 2023
|
44
|
$210 M
|
| Blooom, Inc. |
Overland Park, KS |
Q3 2022
|
38
|
$53 M
|
| Blossom Wealth Management |
San Ramon, Ca, CA |
Q1 2026
|
74
|
$67 M
|
| BLS CAPITAL FONDSMAEGLERSELSKAB A/S |
Klampenborg, Denmark |
Q1 2026
|
11
|
$2.9 B
|
| BLS GLOBAL EQUITIES LLC |
Naerum, Denmark |
Q4 2016
|
13
|
$300 M
|
| BLUE ARROW CAPITAL MANAGEMENT LLC |
New York, NY |
Q3 2015
|
70
|
$370 M
|
| Blue Barn Wealth, LLC |
Orem, UT |
Q4 2025
|
46
|
$69 M
|
| BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC |
Blue Bell, PA |
Q4 2025
|
727
|
$680 M
|
| Bluebird Wealth Management LLC |
Medfield, MA |
Q4 2025
|
70
|
$110 M
|
| Blue Capital, Inc. |
Omaha, NE |
Q1 2026
|
107
|
$150 M
|
| Blue Chip Partners, LLC |
Farmington Hills, MI |
Q4 2025
|
169
|
$1.4 B
|
| BlueChip Wealth Advisors LLC |
Milton, GA |
Q1 2026
|
147
|
$230 M
|
| Blue Chip Wealth Management, Inc. |
Miami Beach, FL |
Q3 2020
|
114
|
$130 M
|
| Blue Clay Capital Management, LLC |
Minneapolis, MN |
Q3 2016
|
83
|
$75 M
|
| Blue Creek Capital Management Ltd |
Hong Kong |
Q3 2025
|
5
|
$81 M
|
| BlueCrest Capital Management LLP |
St. Peter Port, Guernsey |
Q3 2014
|
1
|
$0
|
| BlueCrest Capital Management Ltd |
St Helier, Jersey |
Q4 2025
|
170
|
$3.3 B
|
| Blue Door Asset Management, LLC |
Stamford, CT |
Q4 2025
|
23
|
$250 M
|
| BLUEDOOR PRIVATE WEALTH, LLC |
Beverly, MA |
Q1 2026
|
147
|
$220 M
|
| BlueDrive Global Investors LLP |
London, United Kingdom |
Q3 2024
|
10
|
$85 M
|
| Blue Edge Capital, LLC |
Richmond, VA |
Q4 2025
|
125
|
$750 M
|
| Blue Fin Capital, Inc. |
Warren, RI |
Q4 2025
|
153
|
$640 M
|
| BLUEFIN CAPITAL MANAGEMENT, LLC |
New York, NY |
Q4 2025
|
198
|
$400 M
|
| Bluefin Trading, LLC |
New York, NY |
Q2 2020
|
384
|
$1.2 B
|
| Blue Granite Capital, LLC |
Charleston, SC |
Q4 2017
|
105
|
$140 M
|
| Bluegrass Capital Partners LP |
Palm Beach, FL |
Q4 2025
|
11
|
$170 M
|
| Blue Grotto Capital, LLC |
Atlanta, GA |
Q4 2025
|
24
|
$970 M
|
| Blue Harbour Group, L.P. |
Greenwich, CT |
Q3 2020
|
1
|
$0
|
| Blue Investment Opportunities, LLC - Project Breeze Series 1 |
Miami Beach, FL |
Q4 2025
|
1
|
$170 M
|
| Blue Investment Partners LLC |
Alamo, CA |
Q2 2025
|
52
|
$290 M
|
| BLUE JAY CAPITAL MANAGEMENT, LLC |
Los Angeles, CA |
Q2 2017
|
20
|
$150 M
|
| BLUE JEAN FINANCIAL LLC |
Albany, NY |
Q1 2026
|
68
|
$120 M
|
| BLUELINE ADVISORS LLC |
Exeter, NH |
Q1 2026
|
217
|
$130 M
|
| Blue Line Capital, LLC / IL |
Chicago, IL |
Q4 2025
|
73
|
$85 M
|
| BlueMar Capital Management, LLC |
Miami, FL |
Q3 2024
|
23
|
$50 M
|
| Blue Oak Capital, LLC |
Menlo Park, CA |
Q2 2025
|
67
|
$190 M
|
| Blue Owl Capital Holdings LP |
New York, NY |
Q4 2025
|
82
|
$320 M
|
| BluePointe Capital Management, LLC |
San Mateo, CA |
Q1 2025
|
128
|
$260 M
|
| Blue Pool Management Ltd. |
Causeway Bay, Hong Kong |
Q4 2025
|
1
|
$9.1 M
|
| Blueport Capital, L.P. |
Fort Worth, TX |
Q3 2020
|
1
|
$0
|
| Blueprint Financial Advisors LLC |
Greensboto, NC |
Q4 2025
|
98
|
$660 M
|
| BluePrint Investing LLC |
San Francisco, CA |
Q1 2026
|
26
|
$130 M
|
| Blueprint Investment Partners LLC |
Greensboro, NC |
Q4 2025
|
124
|
$940 M
|
| Blue Ridge Capital, L.L.C. |
New York, NY |
Q3 2021
|
1
|
$0
|
| Blue Rock Advisors, Inc. |
Wayzata, MN |
Q1 2016
|
1
|
$0
|
| Blue Rock Advisors, LLC |
Wayzata, MN |
Q4 2023
|
1
|
$7.00
|
| Bluescape Energy Partners LLC |
Dallas, TX |
Q4 2025
|
5
|
$380 M
|
| Blueshift Asset Management, LLC |
Red Bank, NJ |
Q4 2025
|
446
|
$350 M
|
| Blue Sky Asset Management, LLC |
Greenwood Village, CO |
Q3 2021
|
1
|
$0
|
| Blue Sky Capital Consultants Group, Inc. |
Poway, CA |
Q1 2026
|
76
|
$210 M
|
| BlueSky Wealth Advisors, LLC |
New Bern, NC |
Q1 2026
|
115
|
$780 M
|
| Blue Sparrow, LLC /DE |
New York, NY |
Q4 2025
|
96
|
$5.3 B
|
| Bluesphere Advisors LLC |
East Norriton, PA |
Q1 2026
|
121
|
$280 M
|
| BlueSpruce Investments, LP |
Chicago, IL |
Q4 2025
|
9
|
$3.9 B
|
| BLUE SQUARE ASSET MANAGEMENT, LLC |
New York, NY |
Q1 2026
|
70
|
$210 M
|
| BLUESTEIN R H & CO LLC |
Birmingham, MI |
Q3 2022
|
340
|
$1.6 B
|
| BLUESTEM FINANCIAL ADVISORS, LLC |
Savoy, IL |
Q1 2026
|
33
|
$260 M
|
| BlueStem Wealth Partners, LLC |
Minnetonka, MN |
Q4 2025
|
125
|
$910 M
|
| Blue Trust, Inc. |
Brentwood, TN |
Q1 2026
|
3,880
|
$8.7 B
|
| Blue Water Asset Management |
Grand Rapids, MI |
Q1 2026
|
103
|
$290 M
|
| Blue Water Life Science Advisors, LP |
Larkspur, CA |
Q4 2025
|
9
|
$160 M
|
| Blue Whale Capital LLP |
London, United Kingdom |
Q4 2025
|
24
|
$1.9 B
|
| Blue Zone Wealth Advisors, LLC |
Los Angeles, CA |
Q1 2026
|
130
|
$490 M
|
| BLUM CAPITAL PARTNERS LP |
San Francisco, CA |
Q2 2018
|
1
|
$34 M
|
| Blume Capital Management, Inc. |
Berkeley, CA |
Q1 2026
|
337
|
$590 M
|
| BLVD Private Wealth, LLC |
Prospect, KY |
Q1 2026
|
64
|
$120 M
|
| B. Metzler seel. Sohn & Co. AG |
Frankfurt, Germany |
Q4 2025
|
1,152
|
$11 B
|
| B. Metzler seel. Sohn & Co. Holding AG |
Frankfurt, Germany |
Q3 2024
|
1,179
|
$10 B
|
| BMI CAPITAL CORP |
New York, NY |
Q3 2014
|
15
|
$50 M
|
| BML Capital Management, LLC |
Zionsville, IN |
Q1 2026
|
16
|
$160 M
|
| BMS Financial Advisors, LLC |
Rapid City, SD |
Q2 2023
|
113
|
$150 M
|
| BMT INVESTMENT ADVISORS |
Berwyn, PA |
Q1 2020
|
80
|
$160 M
|
| BNB Wealth Management, LLC |
Silver Spring, MD |
Q4 2025
|
88
|
$160 M
|
| BNC WEALTH MANAGEMENT, LLC |
Beaverton, OR |
Q1 2026
|
106
|
$360 M
|
| BNDES Participacoes S.A. |
Rio De Janeiro, Brazil |
Q4 2025
|
1
|
$2.9 B
|
| BNP PARIBAS |
New York, NY |
Q4 2025
|
672
|
$3.5 B
|
| BNP PARIBAS ASSET MANAGEMENT Holding S.A. |
Paris, France |
Q4 2025
|
4,075
|
$87 B
|
| BNP PARIBAS FINANCIAL MARKETS |
Paris, France |
Q4 2025
|
20,276
|
$220 B
|
| BOARDMAN BAY CAPITAL MANAGEMENT LLC |
New York, NY |
Q4 2021
|
37
|
$60 M
|
| Board of the Pension Protection Fund |
Croydon, United Kingdom |
Q1 2026
|
156
|
$110 M
|
| Board of Trustees of The Leland Stanford Junior University |
Stanford, CA |
Q4 2025
|
22
|
$500 M
|
| Bocage Capital, LLC |
San Francisco, CA |
Q1 2017
|
1
|
$0
|
| BOCHK Asset Management Ltd |
Hong Kong |
Q1 2026
|
117
|
$480 M
|
| Bodenholm Capital AB |
Stockholm, Sweden |
Q4 2020
|
1
|
$0
|
| Bodri Capital Management, LLC |
San Francisco, CA |
Q3 2015
|
22
|
$100 M
|
| BOENNING & SCATTERGOOD, INC. |
West Conshohocken, PA |
Q4 2022
|
398
|
$620 M
|
| Bogart Wealth, LLC |
Mclean, VA |
Q1 2026
|
1,829
|
$2.6 B
|
| BOGLE INVESTMENT MANAGEMENT L P /DE/ |
Newton Lower Falls, MA |
Q1 2021
|
1
|
$0
|
| Boit C F David |
Boston, MA |
Q1 2026
|
119
|
$230 M
|
| BOK Financial Private Wealth, Inc. |
Denver, CO |
Q4 2025
|
456
|
$1.6 B
|
| BOKF, NA |
Tulsa, OK |
Q4 2025
|
1,459
|
$6.5 B
|
| Bollard Group LLC |
Boston, MA |
Q4 2025
|
291
|
$4.0 B
|
| Bolthouse Investments, LLC |
Bakersfield, CA |
Q1 2026
|
70
|
$110 M
|
| BOLTON LP |
Greenwich, CT |
Q4 2015
|
74
|
$260 M
|
| Boltwood Capital Management |
Walnut Creek, CA |
Q1 2026
|
184
|
$390 M
|
| Bond Capital Management, LP |
San Francisco, CA |
Q4 2025
|
4
|
$100 M
|
| Bond & Devick Financial Network, Inc. |
St. Louis Park, MN |
Q1 2026
|
188
|
$360 M
|
| Bonfire Financial |
Colorado Springs, CO |
Q4 2025
|
58
|
$130 M
|
| BONNESS ENTERPRISES INC |
Washington, DC |
Q1 2026
|
58
|
$270 M
|
| BONTEMPO OHLY CAPITAL MGMT LLC |
Bethesda, MD |
Q4 2025
|
31
|
$230 M
|
| Boomfish Wealth Group, LLC |
Alpharetta, GA |
Q1 2026
|
87
|
$190 M
|
| BOONE CAPITAL MANAGEMENT LLC |
Atlanta, GA |
Q4 2025
|
15
|
$320 M
|
| BOOTHBAY FUND MANAGEMENT, LLC |
New York, NY |
Q4 2025
|
1,910
|
$6.7 B
|
| Boothe Investment Group, Inc. |
Dover, DE |
Q4 2025
|
36
|
$280 M
|
| Booth Park Capital Management LLC |
New York, NY |
Q4 2015
|
1
|
$0
|
| Bordeaux Wealth Advisors LLC |
Menlo Park, CA |
Q2 2025
|
158
|
$780 M
|
| Border to Coast Pensions Partnership Ltd |
Leeds, United Kingdom |
Q1 2026
|
96
|
$5.9 B
|
| Boreal Capital Management LLC |
Miami, FL |
Q4 2025
|
515
|
$130 M
|
| Borer Denton & Associates, Inc. |
Blue Bell, PA |
Q4 2025
|
65
|
$300 M
|
| Bornite Capital Management LP |
New York, NY |
Q4 2025
|
28
|
$1.0 B
|
| BOS Asset Management, LLC |
Springfield, IL |
Q1 2026
|
200
|
$390 M
|
| Bosman Wealth Management, LLC |
Redlands, CA |
Q1 2026
|
52
|
$110 M
|
| B.O.S.S. Retirement Advisors, LLC |
Lehi, UT |
Q1 2026
|
174
|
$330 M
|
| BOSTON ADVISORS LLC |
Boston, MA |
Q3 2019
|
597
|
$1.9 B
|
| Boston Common Asset Management, LLC |
Boston, MA |
Q4 2025
|
196
|
$2.0 B
|
| BOSTON FAMILY OFFICE LLC |
Boston, MA |
Q4 2025
|
310
|
$1.6 B
|
| BOSTON FINANCIAL MANGEMENT LLC |
Boston, MA |
Q4 2024
|
337
|
$3.3 B
|
| BOSTON MOUNTAIN MONEY MANAGEMENT INC |
Bentonville, AR |
Q3 2024
|
64
|
$170 M
|
| Boston Partners |
Boston, MA |
Q4 2025
|
1,747
|
$97 B
|
| BostonPremier Wealth LLC |
Hanover, MA |
Q1 2026
|
70
|
$190 M
|
| BOSTON PRIVATE BANK & TRUST CO |
Boston, MA |
Q1 2015
|
1,136
|
$2.2 B
|
| BOSTON PROVIDENT, L.P. |
New York, NY |
Q3 2015
|
47
|
$120 M
|
| BOSTON RESEARCH & MANAGEMENT INC |
Manchester, MA |
Q1 2026
|
114
|
$420 M
|
| Boston Standard Wealth Management, LLC |
Winchester, MA |
Q1 2026
|
56
|
$610 M
|
| Boston Trust Walden Corp |
Boston, MA |
Q1 2026
|
613
|
$12 B
|
| Bouchey Financial Group Ltd |
Troy, NY |
Q1 2026
|
173
|
$1.4 B
|
| Boulay Financial Advisors, LLC |
Eden Prairie, MN |
Q4 2025
|
5
|
$850 M
|
| BOULDER HILL CAPITAL MANAGEMENT LP |
New York, NY |
Q4 2024
|
1
|
$0
|
| Boulder Wealth Advisors, LLC |
Boulder, CO |
Q4 2025
|
42
|
$240 M
|
| Boulegeris Investments, Inc. |
Sandy Springs, GA |
Q3 2019
|
1
|
$0
|
| Boundary Creek Advisors LP |
Tuckahoe, NY |
Q4 2025
|
1
|
$21 M
|
| Boundless Plain Holdings Ltd |
Hong Kong |
Q4 2025
|
19
|
$310 M
|
| BOURGEON CAPITAL MANAGEMENT LLC |
Darien, CT |
Q1 2026
|
108
|
$580 M
|
| BOURNE LENT ASSET MANAGEMENT INC |
Pawling, NY |
Q1 2026
|
63
|
$270 M
|
| Boussard & Gavaudan Asset Management LP |
London, United Kingdom |
Q3 2014
|
1
|
$0
|
| Boussard & Gavaudan Investment Management LLP |
London, United Kingdom |
Q4 2025
|
99
|
$1.3 B
|
| Bouvel Investment Partners, LLC |
Phoenixville, PA |
Q1 2026
|
78
|
$340 M
|
| BOWEN HANES & CO INC |
Ponte Vedra Beach, FL |
Q4 2025
|
154
|
$4.0 B
|
| Bowie Capital Management, LLC |
Richardson, TX |
Q4 2025
|
33
|
$2.5 B
|
| Bowling Portfolio Management LLC |
Cincinnati, OH |
Q3 2022
|
183
|
$360 M
|
| Bowman & Co S.C. |
Oshkosh, WI |
Q4 2025
|
118
|
$240 M
|
| BOW STREET, LLC |
New York, NY |
Q3 2016
|
1
|
$33 M
|
| Boxer Capital, LLC |
San Diego, CA |
Q4 2024
|
1
|
$0
|
| Boxer Capital Management, LLC |
San Diego, CA |
Q4 2025
|
45
|
$460 M
|
| Box Hill Private Wealth LLC |
Scottsdale, AZ |
Q1 2026
|
66
|
$100 M
|
| Boxwood Ventures, Inc. |
Chicago, IL |
Q4 2025
|
34
|
$99 M
|
| BOYAR ASSET MANAGEMENT INC. |
New York, NY |
Q4 2025
|
75
|
$160 M
|
| Boyce & Associates Wealth Consulting, Inc. |
Cedar Park, TX |
Q1 2026
|
80
|
$130 M
|
| BOYD WATTERSON ASSET MANAGEMENT LLC/OH |
Cleveland, OH |
Q1 2026
|
390
|
$330 M
|
| Boyd Wealth Management, LLC |
Sacramento, CA |
Q1 2026
|
48
|
$240 M
|
| Boyer Financial Services, Inc. |
Newport Beach, CA |
Q1 2026
|
44
|
$94 M
|
| Boyle Capital Management, L.L.C. |
West Des Moines, IA |
Q3 2016
|
21
|
$74 M
|
| BOYS ARNOLD & CO INC |
Asheville, NC |
Q2 2020
|
1
|
$0
|
| Boyu Capital Investment Management Co., Ltd |
Hong Kong |
Q4 2022
|
1
|
$0
|
| BOYUM WEALTH ARCHITECTS LLC |
Bloomington, MN |
Q1 2026
|
73
|
$240 M
|
| BP CAPITAL FUND ADVISORS, LLC |
Dallas, TX |
Q4 2019
|
37
|
$100 M
|
| Bpifrance SA |
Maisons Alfort, Cedex, France |
Q1 2026
|
2
|
$1.7 B
|
| BP PLC |
London, United Kingdom |
Q4 2025
|
1
|
$17 M
|
| BPV Resources, LLC |
Orlando, FL |
Q2 2015
|
9
|
$8.8 M
|
| Bracebridge Capital, LLC |
Boston, MA |
Q4 2025
|
38
|
$3.1 B
|
| Bradley & Co. Private Wealth Management, LLC |
Miami, FL |
Q4 2025
|
216
|
$190 M
|
| BRADLEY FOSTER & SARGENT INC/CT |
Hartford, CT |
Q4 2025
|
527
|
$6.8 B
|
| Bradley Mark J. |
Wausau, WI |
Q2 2023
|
51
|
$100 M
|
| Bradyco, Inc. |
Cambridge, MA |
Q4 2025
|
35
|
$81 M
|
| BRADY FAMILY WEALTH, LLC |
Saint Louis, MO |
Q1 2026
|
110
|
$320 M
|
| Brady Martz Wealth Solutions, LLC |
Grand Forks, ND |
Q1 2026
|
195
|
$590 M
|
| Braeburn Wealth Management LLC |
Muskegon, MI |
Q1 2026
|
85
|
$170 M
|
| Braemar Energy Ventures III, LP |
New York, NY |
Q3 2023
|
2
|
$38 M
|
| Braeside Investments, LLC |
Dallas, TX |
Q3 2014
|
17
|
$70 M
|
| Bragg Financial Advisors, Inc |
Charlotte, NC |
Q4 2025
|
347
|
$3.1 B
|
| Brahman Capital Corp. |
New York, NY |
Q3 2023
|
20
|
$270 M
|
| BRAIDWELL LP |
Stamford, CT |
Q4 2025
|
73
|
$3.1 B
|
| Brainard Capital Management LLC |
Austin, TX |
Q1 2023
|
100
|
$130 M
|
| Bramshill Investments, LLC |
Naples, FL |
Q4 2025
|
147
|
$1.8 B
|
| Brand Asset Management Group, Inc. |
Chesterfield, MO |
Q4 2025
|
171
|
$360 M
|
| BRANDES INVESTMENT PARTNERS, LP |
La Jolla, CA |
Q4 2025
|
473
|
$13 B
|
| BrandyTrust Global Partners, LP |
Hockessin, DE |
Q4 2022
|
8
|
$35 M
|
| Brandywine Asset Management, Inc. |
Thornton, PA |
Q1 2026
|
14
|
$130 M
|
| Brandywine Global Investment Management, LLC |
Philadelphia, PA |
Q4 2025
|
601
|
$15 B
|
| BRANDYWINE MANAGERS, LLC |
Hockessin, DE |
Q4 2025
|
38
|
$200 M
|
| BRANDYWINE OAK PRIVATE WEALTH LLC |
Kennett Square, PA |
Q1 2026
|
229
|
$1.2 B
|
| BRANDYWINE TRUST CO |
Hockessin, DE |
Q4 2025
|
32
|
$570 M
|
| BRANT POINT INVESTMENT MANAGEMENT LLC |
New York, NY |
Q4 2025
|
143
|
$820 M
|
| BRASADA CAPITAL MANAGEMENT, LP |
Houston, TX |
Q4 2025
|
140
|
$590 M
|
| Braslyn Ltd. |
New Providence, Bahamas |
Q4 2024
|
1
|
$7.8 M
|
| BRASS TAX WEALTH MANAGEMENT, INC |
Cincinnati, OH |
Q3 2025
|
246
|
$600 M
|
| Bratton Capital Management, L.P. |
Fort Worth, TX |
Q4 2025
|
1
|
$63 M
|
| Braun-Bostich & Associates Inc. |
Canonsburg, PA |
Q1 2026
|
126
|
$160 M
|
| BRAUN STACEY ASSOCIATES INC |
New York, NY |
Q1 2026
|
112
|
$3.0 B
|
| BRAVE ASSET MANAGEMENT INC |
Summit, NJ |
Q1 2026
|
161
|
$430 M
|
| Bravera Wealth |
Bismarck, ND |
Q1 2026
|
410
|
$220 M
|
| Braver Wealth Management, LLC |
Needham, MA |
Q4 2016
|
145
|
$620 M
|
| Brave Warrior Advisors, LLC |
New York, NY |
Q4 2025
|
33
|
$4.3 B
|
| Bravias Capital Group, LLC |
Iselin, NJ |
Q1 2026
|
96
|
$150 M
|
| Bray Capital Advisors |
Naples, FL |
Q4 2024
|
256
|
$370 M
|
| BRC-Global BAH Investments Ltd. |
Nassau, Bahamas |
Q1 2026
|
1
|
$110 M
|
| BRC Group Holdings, Inc. |
Los Angeles, CA |
Q4 2025
|
21
|
$230 M
|
| BRC Investment Management LLC |
Greenwood Village, CO |
Q3 2016
|
176
|
$590 M
|
| BREACH INLET CAPITAL MANAGEMENT, LLC |
Mt. Pleasant, SC |
Q4 2025
|
12
|
$210 M
|
| Breachway Investments LLC |
Charlestown, RI |
Q1 2026
|
96
|
$100 M
|
| BREAKLINE CAPITAL LLC |
New York, NY |
Q4 2022
|
26
|
$91 M
|
| Breakout Capital Partners, LP |
New York, NY |
Q4 2025
|
7
|
$140 M
|
| BREAKTHRU ADVISORY SERVICES, LLC |
Muskego, WI |
Q1 2026
|
59
|
$62 M
|
| Breakwater Capital Group |
Paramus, NJ |
Q1 2026
|
373
|
$750 M
|
| Breakwater Investment Management |
Seattle, WA |
Q4 2025
|
497
|
$280 M
|
| Bredin Investment LLC |
Wilmington, DE |
Q4 2019
|
75
|
$120 M
|
| Breed's Hill Capital LLC |
Charlestown, MA |
Q2 2025
|
241
|
$210 M
|
| Bregal Investments, Inc. |
New York, NY |
Q3 2022
|
2
|
$61 M
|
| Bregal North America General Partner Jersey Ltd |
St. Helier, Jersey |
Q3 2023
|
1
|
$55 M
|
| Bregal Sagemount I, L.P. |
St. Helier, Jersey |
Q3 2023
|
1
|
$55 M
|
| Bregal Sagemount IV General Partner Jersey Ltd |
St. Helier, Jersey |
Q4 2025
|
1
|
$570 M
|
| Bregal Sagemount Management LP |
New York, NY |
Q3 2023
|
1
|
$55 M
|
| Brehaut David Pascal |
Vale, Guernsey |
Q4 2025
|
1
|
$960 M
|
| BREITER CAPITAL MANAGEMENT INC |
Bradenton, FL |
Q1 2022
|
134
|
$200 M
|
| Breithorn Capital Management |
New York, NY |
Q2 2017
|
45
|
$140 M
|
| Bremer Bank National Association |
St Paul, MN |
Q1 2025
|
312
|
$560 M
|
| Bremer Trust National Association |
St. Cloud, MN |
Q4 2018
|
1,075
|
$460 M
|
| Brendel Financial Advisors LLC |
Hanover, NH |
Q1 2026
|
95
|
$200 M
|
| Brenham Capital Management, L.P. |
Dallas, TX |
Q4 2018
|
1
|
$0
|
| Brenner West Capital Advisors, LP |
New York, NY |
Q4 2018
|
1
|
$0
|
| Brentview Investment Management LLC |
Northfield, IL |
Q4 2025
|
66
|
$220 M
|
| Breogan Capital, LP |
New York, NY |
Q2 2018
|
18
|
$56 M
|
| Breton Hill Capital Ltd. |
Toronto, Ontario, Canada |
Q3 2017
|
330
|
$540 M
|
| Bretton Capital Management, LLC |
San Francisco, CA |
Q1 2026
|
18
|
$110 M
|
| Brevan Howard Capital Management LP |
St. Helier, Jersey |
Q4 2025
|
1,878
|
$9.2 B
|
| BREWIN DOLPHIN LTD |
London, United Kingdom |
Q2 2022
|
647
|
$2.1 B
|
| BREWIN DOLPHIN WEALTH MANAGEMENT LTD |
Conskleagh, Dublin, Ireland |
Q2 2022
|
377
|
$920 M
|
| Brewster Financial Planning LLC |
Brooklyn, NY |
Q1 2026
|
26
|
$170 M
|
| BRIAN LOW FINANCIAL GROUP, LLC |
Baton Rouge, LA |
Q1 2026
|
116
|
$150 M
|
| Briar Hall Management LLC |
Nashville, TN |
Q4 2025
|
2
|
$6.4 B
|
| Briaud Financial Planning Inc |
College Station, TX |
Q1 2026
|
38
|
$380 M
|
| Brick & Kyle, Associates |
Newtown, PA |
Q4 2025
|
60
|
$280 M
|
| Brickley Wealth Management |
San Mateo, CA |
Q1 2026
|
60
|
$580 M
|
| Bricktown Capital, LLC |
Detroit, MI |
Q1 2026
|
32
|
$510 M
|
| Brickwood Asset Management LLP |
London, United Kingdom |
Q1 2026
|
10
|
$130 M
|
| Bridge Advisory, LLC |
Pasadena, CA |
Q3 2024
|
99
|
$210 M
|
| Bridge City Capital, LLC |
Lake Oswego, OR |
Q4 2025
|
108
|
$340 M
|
| Bridge Creek Capital Management LLC |
West Barnstable, MA |
Q3 2025
|
116
|
$360 M
|
| Bridgecreek Investment Management, LLC |
Tulsa, OK |
Q4 2023
|
95
|
$520 M
|
| Bridgefront Capital, LLC |
Austin, TX |
Q4 2025
|
492
|
$400 M
|
| BRIDGE GENERATIONS WEALTH MANAGEMENT LLC |
South Miami, FL |
Q1 2026
|
32
|
$170 M
|
| BridgePort Financial Solutions, LLC |
Fairfield, IA |
Q1 2026
|
231
|
$350 M
|
| BRIDGER MANAGEMENT, LLC |
New York, NY |
Q4 2025
|
24
|
$160 M
|
| BRIDGES INVESTMENT COUNSEL INC/ |
Omaha, NE |
Q4 2017
|
234
|
$180 M
|
| BRIDGES INVESTMENT MANAGEMENT INC |
Omaha, NE |
Q1 2026
|
890
|
$7.4 B
|
| Bridgewater Advisors Inc. |
New York, NY |
Q4 2025
|
448
|
$1.5 B
|
| Bridgewater Associates, LP |
Westport, CT |
Q4 2025
|
1,040
|
$27 B
|
| Bridgewater Wealth & Financial Management, LLC |
Bethesda, MD |
Q4 2017
|
27
|
$250 M
|
| BRIDGEWAY CAPITAL MANAGEMENT, LLC |
Houston, TX |
Q4 2025
|
1,220
|
$4.8 B
|
| Bridgewealth Advisory Group, LLC |
Fresno, CA |
Q4 2025
|
130
|
$450 M
|
| Bridgeworth, LLC |
Birmingham, AL |
Q4 2023
|
177
|
$1.0 B
|
| BRIGADE CAPITAL MANAGEMENT, LP |
New York, NY |
Q4 2025
|
29
|
$330 M
|
| BRIGGS ADVISORY GROUP, INC. |
Lincoln, RI |
Q3 2023
|
60
|
$170 M
|
| Briggs Wealth Management, Inc |
Glastonbury, CT |
Q4 2025
|
54
|
$93 M
|
| BRIGHTFIELD CAPITAL MANAGEMENT LLC |
New York, NY |
Q3 2015
|
21
|
$31 M
|
| BRIGHT FINANCIAL ADVISORS, INC. |
Portage, MI |
Q4 2025
|
65
|
$210 M
|
| Bright Futures Wealth Management, LLC. |
Webster, Ny 14580, NY |
Q1 2026
|
188
|
$150 M
|
| BRIGHTLIGHT CAPITAL MANAGEMENT LP |
Westport, CT |
Q4 2025
|
9
|
$140 M
|
| BRIGHTLINE CAPITAL MANAGEMENT, LLC |
Miami, FL |
Q4 2025
|
8
|
$250 M
|
| BRIGHTON JONES LLC |
Seattle, WA |
Q1 2026
|
24
|
$2.4 B
|
| BRIGHTON SECURITIES CORP. |
Rochester, NY |
Q1 2026
|
47
|
$210 M
|
| BRIGHT ROCK CAPITAL MANAGEMENT, LLC |
Hanover, MA |
Q1 2026
|
75
|
$510 M
|
| BRIGHT VALLEY CAPITAL Ltd |
Hong Kong |
Q4 2025
|
15
|
$270 M
|
| Brightwater Advisory LLC |
Tampa, FL |
Q1 2026
|
60
|
$150 M
|
| Brightworth |
Atlanta, GA |
Q3 2022
|
126
|
$930 M
|
| B. Riley Securities, Inc. |
Los Angeles, CA |
Q4 2022
|
73
|
$460 M
|
| B. Riley Wealth Advisors, Inc. |
Memphis, TN |
Q1 2026
|
898
|
$1.6 B
|
| B. Riley Wealth Management, Inc. |
Memphis, TN |
Q2 2022
|
755
|
$85 B
|
| BRILLIANCE ASSET MANAGEMENT LTD |
Admiralty, Hong Kong, Hong Kong |
Q4 2025
|
6
|
$250 M
|
| Brindle & Bay Financial Advisors, LLC |
Frisco, TX |
Q1 2026
|
67
|
$160 M
|
| BRINKER CAPITAL INC |
Berwyn, PA |
Q2 2020
|
930
|
$3.1 B
|
| Brio Consultants, LLC |
San Francisco, CA |
Q1 2026
|
152
|
$820 M
|
| Bristlecone Advisors, LLC |
Bellevue, WA |
Q3 2025
|
233
|
$1.2 B
|
| Bristlecone Value Partners, LLC |
Los Angeles, CA |
Q4 2025
|
36
|
$87 M
|
| Bristol Advisors, LLC |
Conshohocken, PA |
Q1 2019
|
30
|
$43 M
|
| Bristol County Savings Bank |
Taunton, MA |
Q4 2017
|
123
|
$110 M
|
| Bristol Gate Capital Partners Inc. |
Toronto, Ontario, Canada |
Q4 2025
|
33
|
$1.7 B
|
| BRISTOL JOHN W & CO INC /NY/ |
New York, NY |
Q4 2025
|
103
|
$6.5 B
|
| British Airways Pensions Investment Management Ltd |
London, United Kingdom |
Q2 2021
|
1
|
$0
|
| BRITISH COLUMBIA INVESTMENT MANAGEMENT Corp |
Victoria, British Columbia |
Q4 2025
|
697
|
$19 B
|
| Broad Bay Capital Management, LP |
New York, NY |
Q4 2025
|
29
|
$960 M
|
| Broadcrest Asset Management, LLC |
Winter Park, FL |
Q3 2025
|
7
|
$44 M
|
| Broadfin Capital, LLC |
New York, NY |
Q4 2019
|
40
|
$750 M
|
| Broadleaf Partners, LLC |
Hudson, OH |
Q4 2025
|
82
|
$470 M
|
| BROADMARK ASSET MANAGEMENT LLC |
San Francisco, CA |
Q4 2023
|
1
|
$80 M
|
| Broad Peak Investment Advisers Pte Ltd |
Singapore |
Q1 2026
|
23
|
$490 M
|
| Broad Peak Investment Holdings Ltd. |
Singapore |
Q1 2024
|
21
|
$530 M
|
| Broad Run Investment Management, LLC |
Arlington, VA |
Q4 2025
|
24
|
$540 M
|
| BROADVIEW ADVISORS LLC |
Milwaukee, WI |
Q2 2019
|
70
|
$320 M
|
| Broadview Financial Management, LLC |
Wauwatosa, WI |
Q1 2026
|
40
|
$150 M
|
| BROADWATER CAPITAL MANAGEMENT LLC |
Boston, MA |
Q4 2025
|
211
|
$130 M
|
| Broadway Wealth Solutions, Inc. |
San Antonio, TX |
Q1 2026
|
95
|
$190 M
|
| BROADWOOD CAPITAL INC |
New York, NY |
Q4 2025
|
12
|
$1.7 B
|
| Broderick Brian C |
Boston, MA |
Q4 2025
|
340
|
$530 M
|
| BROGAN FINANCIAL, INC. |
Knoxville, TN |
Q4 2025
|
58
|
$230 M
|
| Bromfield Sneider Wealth Advisors |
Westwood, MA |
Q1 2024
|
104
|
$160 M
|
| Bronson Point Management LLC |
Fairfield, CT |
Q3 2022
|
1
|
$8.3 M
|
| Bronte Capital Management Pty Ltd. |
Bondi Junction, Australia |
Q1 2026
|
54
|
$1.0 B
|
| Brookfield BHS Advisors LLC |
New York, NY |
Q1 2020
|
4
|
$33 M
|
| BROOKFIELD Corp /ON/ |
Toronto, Ontario, Canada |
Q4 2025
|
134
|
$81 B
|
| Brookfield Public Securities Group LLC |
New York, NY |
Q1 2020
|
144
|
$6.2 B
|
| Brooklands Fund Management Ltd |
London, United Kingdom |
Q4 2025
|
88
|
$210 M
|
| Brooklyn FI, LLC |
New York, NY |
Q4 2025
|
80
|
$470 M
|
| Brooklyn Investment Group |
New York, NY |
Q1 2026
|
1,827
|
$3.2 B
|
| Brookmont Capital Management |
Dallas, TX |
Q4 2025
|
57
|
$170 M
|
| Brookside Equity Partners LLC |
Stamford, CT |
Q3 2023
|
3
|
$22 M
|
| BROOKS, MOORE & ASSOCIATES, INC. |
Chattanooga, TN |
Q4 2025
|
105
|
$200 M
|
| Brookstone Capital Management |
Wheaton, IL |
Q1 2026
|
1,204
|
$8.7 B
|
| BROOKTREE CAPITAL MANAGEMENT |
Grand Rapids, MI |
Q1 2026
|
44
|
$130 M
|
| Brookwood Investment Group LLC |
Phoenix, AZ |
Q1 2026
|
562
|
$810 M
|
| Brophy Wealth Management, LLC |
Bedford, NH |
Q3 2024
|
389
|
$280 M
|
| Broussard Financial Group LLC |
Kaplan, LA |
Q1 2026
|
29
|
$120 M
|
| Brouwer & Janachowski, LLC |
Mill Valley, CA |
Q3 2021
|
69
|
$570 M
|
| BROWN ADVISORY INC |
Baltimore, MD |
Q4 2025
|
2,914
|
$72 B
|
| Brown Advisory Securities, LLC |
Baltimore, MD |
Q3 2023
|
1
|
$0
|
| BROWN BROTHERS HARRIMAN & CO |
New York, NY |
Q4 2025
|
1,833
|
$18 B
|
| BROWN CAPITAL MANAGEMENT LLC |
Baltimore, MD |
Q4 2025
|
55
|
$1.2 B
|
| Brown Financial Advisors |
Milford, OH |
Q4 2025
|
152
|
$270 M
|
| Brown Financial Advisory |
Fairhope, AL |
Q1 2026
|
49
|
$200 M
|
| BROWNING WEST LP |
Los Angeles, CA |
Q4 2025
|
5
|
$1.6 B
|
| BROWN, LISLE/CUMMINGS, INC. |
Providence, RI |
Q1 2026
|
1,021
|
$400 M
|
| Brown Miller Wealth Management, LLC |
Mclean, VA |
Q1 2026
|
270
|
$350 M
|
| Brown Shipley& Co Ltd |
London, United Kingdom |
Q1 2026
|
78
|
$170 M
|
| Brown University |
Providence, RI |
Q1 2026
|
11
|
$100 M
|
| BROWN WEALTH MANAGEMENT, LLC |
Naperville, IL |
Q1 2026
|
116
|
$390 M
|
| Broyhill Asset Management, LLC |
Charlotte, NC |
Q1 2026
|
78
|
$110 M
|
| BRR OpCo, LLC |
Columbus, OH |
Q3 2022
|
219
|
$810 M
|
| Bruce & Co., Inc. |
Chicago, IL |
Q4 2025
|
39
|
$320 M
|
| Bruce G. Allen Investments, LLC |
Denver, CO |
Q4 2025
|
1,081
|
$150 M
|
| Brucke Financial, Inc. |
Indianapolis, IN |
Q1 2026
|
166
|
$200 M
|
| Bruderman Asset Management, LLC |
Locust Valley, NY |
Q2 2022
|
64
|
$56 M
|
| Brueske Advisory Services, LLC |
Bellevue, WA |
Q4 2025
|
1
|
$0
|
| Brummer Multi-Strategy AB |
Stockholm, Sweden |
Q1 2026
|
8
|
$24 M
|
| BRUNI J V & CO /CO |
Colorado Springs, CO |
Q4 2025
|
32
|
$1.0 B
|
| BRV Partners, L.L.C. |
Menlo Park, CA |
Q3 2018
|
1
|
$0
|
| BRX Global LP |
Greenwich, CT |
Q4 2025
|
3
|
$100 M
|
| Bryant Woods Investment Advisors, LLC |
Getzville, NY |
Q1 2026
|
58
|
$270 M
|
| Bryce Point Capital, LLC |
Scarsdale, NY |
Q3 2025
|
168
|
$82 M
|
| BRYN MAWR CAPITAL MANAGEMENT INC |
Bryn Mawr, PA |
Q4 2015
|
1
|
$0
|
| Bryn Mawr Trust Advisors, LLC |
Philadelphia, PA |
Q1 2026
|
438
|
$2.1 B
|
| BSN CAPITAL PARTNERS Ltd |
London, United Kingdom |
Q1 2026
|
41
|
$2.1 B
|
| B.S. Pension Fund Trustee Ltd acting for the British Steel Pension Fund |
London, United Kingdom |
Q3 2021
|
23
|
$410 M
|
| BSW Wealth Partners |
Boulder, CO |
Q1 2026
|
312
|
$820 M
|
| B & T Capital Management DBA Alpha Capital Management |
Austin, TX |
Q4 2025
|
116
|
$710 M
|
| BTC Capital Management, Inc. |
Des Moines, IA |
Q1 2026
|
530
|
$1.5 B
|
| BTG Pactual Asset Management S.A. DTVM |
Sao Paulo, Brazil |
Q4 2015
|
15
|
$25 M
|
| BTG Pactual Asset Management US LLC |
New York, NY |
Q4 2025
|
243
|
$1.0 B
|
| BTG Pactual Global Asset Management Ltd |
New York, NY |
Q1 2024
|
153
|
$600 M
|
| BTR CAPITAL MANAGEMENT INC |
Oakland, CA |
Q3 2022
|
162
|
$640 M
|
| BTS Asset Management, Inc. |
Lincoln, MA |
Q4 2025
|
32
|
$74 M
|
| BT Wealth Management LLC |
Atlanta, GA |
Q2 2022
|
65
|
$360 M
|
| BUCKHEAD CAPITAL MANAGEMENT LLC |
Atlanta, GA |
Q4 2025
|
138
|
$280 M
|
| BUCKINGHAM CAPITAL MANAGEMENT INC |
New York, NY |
Q3 2020
|
1
|
$0
|
| Buckingham Capital Management, Inc. |
Dayton, OH |
Q4 2024
|
131
|
$870 M
|
| BUCKINGHAM STRATEGIC WEALTH, LLC |
Clayton, MO |
Q2 2024
|
805
|
$9.7 B
|
| Buckland Partners Management Co LLC |
Harrison, NY |
Q4 2025
|
104
|
$180 M
|
| Buckley Capital Advisors, LLC |
Miami Beach, FL |
Q4 2025
|
15
|
$140 M
|
| Buckley Wealth Management, LLC |
Las Vegas, NV |
Q4 2025
|
103
|
$380 M
|
| Buck Wealth Strategies, LLC |
Denver, CO |
Q4 2025
|
172
|
$790 M
|
| BUFFALO BUSINESS & ESTATE SERVICES LTD |
Orchard Park, NY |
Q1 2026
|
87
|
$690 M
|
| Buffington Mohr McNeal |
Boise, ID |
Q1 2025
|
111
|
$510 M
|
| BUILDER INVESTMENT GROUP INC /ADV |
Atlanta, GA |
Q1 2026
|
102
|
$460 M
|
| Builders Union Fund LP |
Wilmington, DE |
Q1 2021
|
8
|
$230 M
|
| Builders Union LLP |
London, United Kingdom |
Q1 2023
|
1
|
$0
|
| Builders Vision, LLC |
Chicago, IL |
Q4 2025
|
1
|
$0
|
| Bulldog Investors, LLP |
Saddle Brook, NJ |
Q4 2025
|
223
|
$450 M
|
| Bullfrog Capital GP, Ltd. |
Palo Alto, CA |
Q3 2023
|
3
|
$190 M
|
| Bull Oak Capital, LLC |
Rancho Santa Fe, CA |
Q4 2025
|
36
|
$240 M
|
| Bullseye Asset Management LLC |
Denver, CO |
Q4 2025
|
58
|
$190 M
|
| Bullseye Investment Management, LLC |
Cincinnati, OH |
Q3 2025
|
91
|
$160 M
|
| Bull Street Advisors, LLC |
Savannah, GA |
Q1 2026
|
94
|
$200 M
|
| Bulltick Wealth Management, LLC |
Miami, FL |
Q1 2026
|
137
|
$450 M
|
| Bulwark Capital Corp |
Fernandina Beach, FL |
Q1 2026
|
100
|
$160 M
|
| Burda Gesellschaft mit beschrankter Haftung |
Offenburg, Germany |
Q3 2019
|
1
|
$0
|
| Burford Brothers, Inc. |
Dallas, TX |
Q1 2026
|
172
|
$240 M
|
| Burford Capital Investment Management LLC |
Chicago, IL |
Q3 2020
|
1
|
$6.2 M
|
| Burgundy Asset Management Ltd. |
Toronto, Ontario, Canada |
Q3 2025
|
109
|
$11 B
|
| BURKE & HERBERT BANK & TRUST CO |
Alexandria, VA |
Q4 2025
|
353
|
$360 M
|
| BURKEHILL GLOBAL MANAGEMENT, LP |
New York, NY |
Q4 2025
|
158
|
$1.5 B
|
| Burkett Asset Management Ltd |
Victoria, British Columbia |
Q1 2026
|
61
|
$100 M
|
| BURKETT FINANCIAL SERVICES, LLC |
Rock Hill, SC |
Q1 2026
|
251
|
$290 M
|
| Burk Holdings LLC |
Tulsa, OK |
Q4 2025
|
78
|
$210 M
|
| Burleson & Company, LLC |
Petaluma, CA |
Q4 2022
|
426
|
$400 M
|
| BURLING WEALTH PARTNERS, LLC |
Chicago, IL |
Q4 2025
|
185
|
$640 M
|
| BURNEY CO/ |
Reston, VA |
Q1 2026
|
617
|
$3.2 B
|
| BURNHAM ASSET MANAGEMENT CORP /NY/ |
New York, NY |
Q2 2016
|
202
|
$360 M
|
| BURNS J W & CO INC/NY |
Dewitt, NY |
Q1 2026
|
183
|
$870 M
|
| Burns Matteson Capital Management, LLC |
Corning, NY |
Q4 2025
|
199
|
$290 M
|
| BURRAGE CAPITAL MANAGEMENT LLC |
Boston, MA |
Q3 2021
|
1
|
$0
|
| Burren Capital Advisors Ltd |
Gibraltar |
Q3 2025
|
16
|
$33 M
|
| BURR FINANCIAL SERVICES, LLC |
Pleasant Hill, CA |
Q1 2026
|
25
|
$130 M
|
| BURRUS FINANCIAL SERVICES, INC. |
Salt Lake City, UT |
Q1 2026
|
11
|
$220 M
|
| Burton Enright Welch |
Walnut Creek, CA |
Q1 2026
|
143
|
$740 M
|
| Burt Wealth Advisors |
North Bethesda, MD |
Q3 2025
|
115
|
$410 M
|
| Busey Bank |
Urbana, IL |
Q1 2026
|
608
|
$3.7 B
|
| BUSH INVESTMENT GROUP, LLC |
Valdosta, GA |
Q4 2025
|
38
|
$180 M
|
| BUSH ODONNELL INVESTMENT ADVISORS INC |
St Louis, MO |
Q3 2018
|
26
|
$65 M
|
| Buska Wealth Management, LLC |
Wausau, WI |
Q1 2026
|
74
|
$250 M
|
| BUTENSKY & COHEN FINANCIAL SECURITY, INC |
Ponte Vedra Beach, FL |
Q1 2026
|
132
|
$380 M
|
| Buttonwood Financial Advisors Inc. |
Baltimore, MD |
Q1 2026
|
108
|
$300 M
|
| Buttonwood Financial Group, LLC |
Kansas City, MO |
Q1 2026
|
30
|
$160 M
|
| BVF INC/IL |
San Francisco, CA |
Q4 2025
|
41
|
$3.0 B
|
| BWCP, LP |
Dallas, TX |
Q4 2025
|
29
|
$600 M
|
| BW Gestao de Investimentos Ltda. |
Sao Paulo, Brazil |
Q1 2026
|
270
|
$3.0 B
|
| BWM Planning, LLC |
The Woodlands, TX |
Q1 2026
|
118
|
$380 M
|
| BXM Wealth LLC |
Englewood, CO |
Q1 2026
|
131
|
$130 M
|
| Byrne Asset Management LLC |
Kingston, NJ |
Q1 2026
|
569
|
$170 M
|
| BYRNE FINANCIAL FREEDOM, LLC |
Franklin, MA |
Q1 2026
|
103
|
$210 M
|