| Baader Bank Aktiengesellschaft |
Unterschleissheim, Germany |
Q3 2022
|
215
|
$1.2B
|
| Bach Option Ltd |
Wanchai, Hong Kong |
Q4 2019
|
60
|
$240M
|
| BADGLEY PHELPS & BELL INC |
Seattle, WA |
Q2 2021
|
234
|
$2.7B
|
| Badgley Phelps Wealth Managers, LLC |
Seattle, WA |
Q4 2022
|
227
|
$2.5T
|
| BAHL & GAYNOR INC |
Cincinnati, OH |
Q3 2022
|
453
|
$15B
|
| BAILARD, INC. |
Foster City, CA |
Q3 2022
|
660
|
$2.4B
|
| BAILEY VALUE LIMITED PARTNERSHIP |
Danvers, MA |
Q3 2022
|
11
|
$63M
|
| BAILLIE GIFFORD & CO |
Edinburgh, United Kingdom |
Q4 2022
|
1,163
|
$96B
|
| Bain Capital Credit, LP |
Boston, MA |
Q3 2022
|
8
|
$290M
|
| BAIN CAPITAL CREDIT MEMBER, LLC |
Boston, MA |
Q1 2017
|
8
|
$110M
|
| Bain Capital Investors LLC |
Boston, MA |
Q3 2022
|
5
|
$4.1B
|
| Bain Capital Life Sciences Investors, LLC |
Boston, MA |
Q3 2022
|
33
|
$840M
|
| Bain Capital Public Equity Management II, LLC |
Boston, MA |
Q3 2022
|
35
|
$1.9B
|
| Bain Capital Public Equity Management, LLC |
Boston, MA |
Q3 2020
|
1
|
$0
|
| BAIN CAPITAL VENTURE INVESTORS, LLC |
Boston, MA |
Q3 2022
|
5
|
$790M
|
| BAINCO INTERNATIONAL INVESTORS |
Boston, MA |
Q4 2020
|
261
|
$870M
|
| Baines Creek Capital, LLC |
Austin, TX |
Q1 2019
|
34
|
$38M
|
| Baird Financial Group, Inc. |
Milwaukee, WI |
Q3 2022
|
3,716
|
$34B
|
| BAIRD ROBERT W & CO INC /WI/ |
Milwaukee, WI |
Q1 2015
|
1,329
|
$9.8B
|
| Baker Avenue Asset Management, LP |
San Francisco, CA |
Q3 2022
|
338
|
$1.6B
|
| BAKER BOYER NATIONAL BANK |
Walla Walla, WA |
Q4 2022
|
81
|
$240B
|
| BAKER BROS. ADVISORS LP |
New York, NY |
Q3 2022
|
115
|
$15B
|
| Baker Chad R |
Perrysburg, OH |
Q3 2022
|
82
|
$350M
|
| Baker Ellis Asset Management LLC |
Portland, OR |
Q3 2022
|
191
|
$460M
|
| Baker Hughes Holdings LLC |
Houston, TX |
Q3 2022
|
1
|
$110M
|
| Baker Street Capital Management, LLC |
Los Angeles, CA |
Q3 2016
|
2
|
$35M
|
| BAKER TILLY WEALTH MANAGEMENT, LLC |
Madison, WI |
Q4 2022
|
540
|
$810B
|
| BALASA DINVERNO & FOLTZ LLC |
Itasca, IL |
Q3 2022
|
336
|
$1.6B
|
| Balboa Wealth Partners |
Newport Beach, CA |
Q3 2022
|
259
|
$230M
|
| BALCH HILL CAPITAL LLC |
San Francisco, CA |
Q3 2020
|
1
|
$0
|
| Baldrige Asset Management LLC |
Allentown, PA |
Q4 2022
|
324
|
$220M
|
| BALDWIN BROTHERS LLC/MA |
Marion, MA |
Q4 2022
|
968
|
$1.1T
|
| Baldwin Investment Management, LLC |
West Conshohocken, PA |
Q3 2022
|
197
|
$490M
|
| Balentine LLC |
Atlanta, GA |
Q3 2022
|
606
|
$2.6B
|
| BALESTRA CAPITAL LTD. |
New York, NY |
Q3 2015
|
3
|
$42M
|
| BALLAST ADVISORS LLC |
Woodbury, MN |
Q4 2022
|
179
|
$230B
|
| Ballast, Inc. |
Lexington, KY |
Q4 2022
|
108
|
$230B
|
| Ballentine Partners, LLC |
Waltham, MA |
Q4 2022
|
1,234
|
$3.4T
|
| Ballew Advisors, Inc |
Jackson, MS |
Q4 2022
|
108
|
$130B
|
| Balter Liquid Alternatives, LLC |
Boston, MA |
Q2 2019
|
132
|
$210M
|
| BALTIMORE CAPITAL MANAGEMENT, INC |
Baltimore, MD |
Q1 2019
|
78
|
$62M
|
| Baltimore-Washington Financial Advisors, Inc. |
Columbia, MD |
Q3 2022
|
162
|
$1.2B
|
| Balyasny Asset Management LLC |
Chicago, IL |
Q3 2022
|
3,297
|
$33B
|
| BAMCO INC /NY/ |
New York, NY |
Q3 2022
|
370
|
$31B
|
| BANBURY PARTNERS LLC |
Charlotte, NC |
Q2 2021
|
1
|
$0
|
| BANCED CORP |
Edwardsville, IL |
Q1 2019
|
1
|
$0
|
| BancFirst Trust & Investment Management |
Oklahoma City, OK |
Q4 2022
|
52
|
$170M
|
| BANC FUNDS CO LLC |
Chicago, IL |
Q3 2022
|
175
|
$1.1B
|
| BANCO BILBAO VIZCAYA ARGENTARIA, S.A. |
Madrid, Spain |
Q3 2022
|
718
|
$6.2B
|
| Banco BTG Pactual S.A. |
Rio De Janeiro, Brazil |
Q3 2022
|
96
|
$180M
|
| Banco BTG Pactual SA |
Rio De Janeiro, Brazil |
Q4 2015
|
19
|
$22B
|
| Banco de Sabadell, S.A |
Miami, FL |
Q3 2022
|
96
|
$120M
|
| BancorpSouth Inc |
Tupelo, MS |
Q3 2017
|
383
|
$1B
|
| Banco Santander, S.A. |
Madrid, Spain |
Q3 2022
|
676
|
$7.5B
|
| Bancreek Capital Management, LP |
Santa Monica, CA |
Q3 2022
|
26
|
$120M
|
| Bandera Partners LLC |
New York, NY |
Q3 2022
|
16
|
$240M
|
| Bangor Savings Bank |
Bangor, ME |
Q4 2022
|
761
|
$840M
|
| BANKERS TRUST CO |
Des Moines, IA |
Q2 2014
|
324
|
$170M
|
| BANKERS TRUST CO CEDAR RAPIDS |
Cedar Rapids, IA |
Q2 2014
|
7
|
$2.2M
|
| BANKERS TRUST CO OF SOUTH DAKOTA |
Des Moines, IA |
Q2 2014
|
38
|
$150M
|
| BANK HAPOALIM BM |
Tel Aviv, Israel |
Q4 2022
|
175
|
$800M
|
| Bank Julius Baer & Co. Ltd, Zurich |
Zurich, Switzerland |
Q4 2022
|
572
|
$15B
|
| BANK OF AMERICA CORP /DE/ |
Charlotte, NC |
Q3 2022
|
27,531
|
$840B
|
| BANK OF EDWARDSVILLE |
Edwardsville, IL |
Q3 2019
|
1
|
$0
|
| Bank of Finland |
Helsinki, Finland |
Q3 2022
|
4
|
$1.3B
|
| BANK OF HAWAII |
Honolulu, HI |
Q3 2022
|
298
|
$1.5B
|
| Bank of Italy |
Rome, Italy |
Q3 2022
|
9
|
$2.3B
|
| Bank of Kentucky, Inc. |
Crestview Hills,, KY |
Q1 2015
|
283
|
$430M
|
| Bank of Marin |
Novato, CA |
Q3 2022
|
129
|
$100M
|
| BANK OF MONTREAL /CAN/ |
Toronto, Ontario, Canada |
Q3 2022
|
11,528
|
$230B
|
| Bank of New Hampshire |
Laconia, NH |
Q4 2022
|
509
|
$330M
|
| Bank of New York Mellon Corp |
New York, NY |
Q3 2022
|
29
|
$850M
|
| BANK OF NOVA SCOTIA |
Toronto, Ontario, Canada |
Q3 2022
|
2,010
|
$31B
|
| BANK OF NOVA SCOTIA TRUST CO |
Toronto, Ontario, Canada |
Q3 2022
|
250
|
$880M
|
| BANK OF STOCKTON |
Stockton, CA |
Q4 2022
|
127
|
$290M
|
| BANK OF THE WEST |
Los Angeles, CA |
Q3 2022
|
352
|
$770M
|
| BANK OZK |
Little Rock, AR |
Q3 2022
|
226
|
$180M
|
| BANK PICTET & CIE (ASIA) LTD |
Singapore |
Q3 2022
|
87
|
$250B
|
| Banque Cantonale Vaudoise |
Lausanne, Switzerland |
Q3 2022
|
1,369
|
$1.8B
|
| BANQUE PICTET & CIE SA |
Geneva 73, Switzerland |
Q3 2022
|
619
|
$9.2T
|
| BANTA ASSET MANAGEMENT LP |
Newport Beach, CA |
Q4 2022
|
15
|
$74B
|
| BANYAN CAPITAL MANAGEMENT, INC. |
Atlanta, GA |
Q4 2022
|
16
|
$130M
|
| Banyan Partners, LLC |
Palm Beach Gardens, FL |
Q3 2014
|
453
|
$1.2B
|
| Barbara Oil Co. |
Chicago, IL |
Q3 2022
|
83
|
$180M
|
| Barber Financial Group, Inc. |
Lenexa, KS |
Q3 2022
|
127
|
$340M
|
| BARCLAYS PLC |
London, United Kingdom |
Q3 2022
|
9,843
|
$92B
|
| BARD ASSOCIATES INC |
Chicago, IL |
Q3 2022
|
187
|
$220M
|
| Barden Capital Management, Inc. |
Austin, TX |
Q4 2022
|
64
|
$98B
|
| Bard Financial Services, Inc. |
Branford, CT |
Q4 2022
|
307
|
$1.2B
|
| BARDIN HILL MANAGEMENT PARTNERS LP |
New York, NY |
Q3 2022
|
197
|
$430M
|
| Bares Capital Management, Inc. |
Austin, TX |
Q3 2022
|
38
|
$2.6B
|
| BAR HARBOR TRUST SERVICES |
Ellsworth, ME |
Q2 2022
|
261
|
$0
|
| BAR HARBOR WEALTH MANAGEMENT |
Concord, NH |
Q4 2022
|
252
|
$1.2B
|
| BARING ASSET MANAGEMENT Ltd |
London, United Kingdom |
Q3 2017
|
184
|
$1.7B
|
| Baring International Investment Ltd |
London, United Kingdom |
Q2 2014
|
137
|
$1.6B
|
| BARINGS LLC |
Charlotte, NC |
Q3 2022
|
219
|
$2.5B
|
| Barings Real Estate Advisers LLC |
Hartford, CT |
Q4 2016
|
38
|
$290M
|
| BARINGTON CAPITAL GROUP, L.P. |
New York, NY |
Q3 2022
|
13
|
$50M
|
| Barker Partnership L.P. |
Grand Cayman, Cayman Islands |
Q1 2020
|
3
|
$92M
|
| BARNES PETTEY FINANCIAL ADVISORS, LLC |
Clarksdale, MS |
Q4 2022
|
101
|
$97M
|
| Barnett & Company, Inc. |
Chattanooga, TN |
Q4 2022
|
81
|
$130B
|
| BAROMETER CAPITAL MANAGEMENT INC. |
Toronto, Ontario, Canada |
Q3 2022
|
64
|
$240B
|
| Baron Financial Group, LLC |
Fair Lawn, NJ |
Q4 2022
|
52
|
$150B
|
| Baron Silver Stevens Financial Advisors, LLC |
Boca Raton, FL |
Q3 2022
|
103
|
$370M
|
| BARR E S & CO |
Lexington, KY |
Q3 2022
|
86
|
$1.1B
|
| Barrett Asset Management, LLC |
New York, NY |
Q1 2022
|
229
|
$2.4B
|
| Barrier Capital Management, LLC |
San Francisco, CA |
Q3 2022
|
16
|
$72M
|
| Barrington Strategic Wealth Management Group LLC |
Chicago, IL |
Q3 2017
|
105
|
$200M
|
| BARROW HANLEY MEWHINNEY & STRAUSS LLC |
Dallas, TX |
Q3 2022
|
501
|
$24B
|
| Barry Investment Advisors, LLC |
New Bedford, MA |
Q4 2022
|
111
|
$320B
|
| Bartlett & Co. LLC |
Cincinnati, OH |
Q4 2022
|
1,124
|
$5B
|
| Barton Investment Management |
West Conshohocken, PA |
Q4 2022
|
43
|
$510B
|
| Baskin Financial Services Inc. |
Toronto, Ontario, Canada |
Q4 2022
|
55
|
$860M
|
| Bass Edward P |
Fort Worth, TX |
Q3 2022
|
1
|
$0
|
| BASSETT HARGROVE INVESTMENT COUNSEL, LLC |
Greenville, DE |
Q4 2022
|
47
|
$53M
|
| BASS LEE M /TX/ |
Fort Worth, TX |
Q3 2022
|
1
|
$0
|
| BASSO CAPITAL MANAGEMENT, L.P. |
Stamford, CT |
Q3 2022
|
423
|
$410M
|
| BASS SID R |
Fort Worth, TX |
Q3 2022
|
1
|
$0
|
| BASSWOOD CAPITAL MANAGEMENT, L.L.C. |
New York, NY |
Q3 2022
|
130
|
$1.4B
|
| Bath Savings Trust Co |
Bath, ME |
Q4 2022
|
251
|
$780M
|
| Battery Management Corp. |
Boston, MA |
Q3 2022
|
7
|
$580M
|
| Battery Partners IX, LLC |
Boston, MA |
Q3 2020
|
1
|
$22M
|
| 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 |
Q4 2022
|
39
|
$150B
|
| BAUPOST GROUP LLC/MA |
Boston, MA |
Q3 2022
|
45
|
$5.8B
|
| BAXTER BROS INC |
Riverside, CT |
Q3 2022
|
130
|
$560M
|
| Bayberry Capital Partners LP |
New York, NY |
Q3 2022
|
13
|
$340M
|
| Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors |
Concord, MA |
Q3 2022
|
320
|
$340M
|
| Bayesian Capital Management, LP |
Brooklyn, NY |
Q3 2022
|
661
|
$490M
|
| Bay Harbor Wealth Management, LLC |
Hunt Valley, MD |
Q4 2022
|
191
|
$220M
|
| Bay Management Co XI LLC |
Woodside, CA |
Q4 2017
|
2
|
$0
|
| Baymount Management LP |
Miami, FL |
Q3 2022
|
7
|
$30M
|
| BAYOU CITY ENERGY MANAGEMENT LLC |
Houston, TX |
Q4 2018
|
1
|
$85M
|
| Bay Rivers Group |
Williamsburg, VA |
Q4 2022
|
60
|
$99B
|
| BAYSHORE ASSET MANAGEMENT, LLC |
Coral Gables, FL |
Q3 2022
|
29
|
$130M
|
| Baystate Wealth Management LLC |
Boston, MA |
Q4 2022
|
983
|
$1.1B
|
| Bay Street Capital Partners LLC |
New York, NY |
Q1 2018
|
13
|
$82M
|
| BAYVIEW ASSET MANAGEMENT, LLC |
Coral Gables, FL |
Q3 2022
|
8
|
$850M
|
| BB BIOTECH AG |
Schaffhausen, Switzerland |
Q1 2019
|
35
|
$4B
|
| B, B, H, & B INC. |
Birmingham, AL |
Q1 2022
|
30
|
$110M
|
| BBR PARTNERS, LLC |
New York, NY |
Q3 2022
|
176
|
$780M
|
| BBT Capital Management, LLC |
Fort Worth, TX |
Q3 2020
|
1
|
$0
|
| BB&T INVESTMENT SERVICES, INC. |
Charlotte, NC |
Q4 2017
|
1,464
|
$600M
|
| BB&T SECURITIES, LLC |
Richmond, VA |
Q3 2019
|
1,618
|
$11B
|
| BBVA USA |
Birmingham, AL |
Q3 2021
|
1,470
|
$1.7B
|
| BBVA USA Bancshares, Inc. |
Houston, TX |
Q1 2021
|
539
|
$2.1B
|
| BCBSM, Inc. |
Eagan, MN |
Q4 2021
|
1
|
$0
|
| BC Gestao de Recursos Ltda. |
Sao Paulo, Brazil |
Q3 2022
|
1
|
$4.5M
|
| BCGM Wealth Management, LLC |
Lafayette, IN |
Q3 2022
|
109
|
$200M
|
| BCK Capital Management LP |
Stamford, CT |
Q3 2022
|
106
|
$140M
|
| BCK Partners, Inc. |
Corning, NY |
Q4 2022
|
27
|
$150B
|
| BCM ADVISORS, LLC |
Lafayette, LA |
Q3 2022
|
60
|
$340M
|
| BC Partners Advisors L.P. |
New York, NY |
Q4 2022
|
6
|
$13B
|
| BCR Wealth Strategies, LLC |
Vestavia, AL |
Q3 2022
|
111
|
$98M
|
| BCS Wealth Management |
Johnson City, TN |
Q4 2022
|
191
|
$240M
|
| BDO Wealth Advisors, LLC |
Jacksonville, FL |
Q4 2022
|
1,014
|
$800B
|
| BDT CAPITAL PARTNERS, LLC |
Chicago, IL |
Q3 2022
|
3
|
$330M
|
| B&D White Capital Company, LLC |
Lakeway, TX |
Q3 2022
|
61
|
$270M
|
| BEACH INVESTMENT COUNSEL INC/PA |
West Conshohocken, PA |
Q3 2022
|
147
|
$700M
|
| Beach Investment Management, LLC. |
West Conshohocken, PA |
Q1 2020
|
30
|
$29M
|
| Beach Point Capital Management LP |
Santa Monica, CA |
Q4 2022
|
22
|
$250B
|
| Beacon Capital Management, Inc. |
Dayton, OH |
Q4 2022
|
103
|
$2.7T
|
| Beacon Capital Management, LLC |
Franklin, TN |
Q4 2022
|
2,396
|
$290B
|
| Beacon Financial Advisory LLC |
Cleveland, OH |
Q4 2022
|
193
|
$140B
|
| BEACON FINANCIAL GROUP |
Dallas, TX |
Q4 2022
|
232
|
$730M
|
| Beacon Harbor Wealth Advisors, Inc. |
Virginia Beach, VA |
Q2 2022
|
70
|
$280M
|
| BEACON INVESTMENT ADVISORY SERVICES, INC. |
Morristown, NJ |
Q4 2022
|
278
|
$2T
|
| BEACONLIGHT CAPITAL, LLC |
New York, NY |
Q3 2022
|
33
|
$180M
|
| Beacon Pointe Advisors, LLC |
Newport Beach, CA |
Q3 2022
|
994
|
$4.5B
|
| Beacon Pointe Wealth Advisors, LLC |
Newport Beach, CA |
Q4 2019
|
271
|
$540M
|
| BEACON TRUST CO |
Morristown, NJ |
Q1 2017
|
314
|
$630M
|
| Beacon Wealthcare, Inc |
Raleigh, NC |
Q4 2020
|
10
|
$170M
|
| Beacon Wealthcare LLC |
Raleigh, NC |
Q3 2022
|
11
|
$170M
|
| Beaird Harris Wealth Management, LLC |
Dallas, TX |
Q3 2022
|
521
|
$460M
|
| BEAM WEALTH ADVISORS, INC. |
Covington, LA |
Q4 2022
|
102
|
$96B
|
| Beaton Management Co. Inc. |
Haverhill, MA |
Q3 2022
|
123
|
$130M
|
| Beaumont Asset Management, L.L.C. |
Beaumont, TX |
Q4 2022
|
73
|
$140B
|
| Beaumont Capital Management, LLC |
Boston, MA |
Q3 2022
|
36
|
$100M
|
| Beaumont Financial Advisors, LLC |
Needham, DE |
Q4 2022
|
316
|
$1T
|
| Beaumont Financial Partners, LLC |
Needham, MA |
Q3 2022
|
302
|
$1B
|
| Beck Bode, LLC |
Dedham, MA |
Q3 2022
|
224
|
$460M
|
| BECK CAPITAL MANAGEMENT, LLC |
Austin, TX |
Q3 2022
|
126
|
$230M
|
| BECKER CAPITAL MANAGEMENT INC |
Portland, OR |
Q3 2022
|
191
|
$1.9B
|
| BECK MACK & OLIVER LLC |
New York, NY |
Q3 2022
|
172
|
$3.1B
|
| BEDDOW CAPITAL MANAGEMENT INC |
Jackson, WY |
Q3 2022
|
50
|
$170M
|
| Bedel Financial Consulting, Inc. |
Indianapolis, IN |
Q3 2022
|
212
|
$380M
|
| Bedell Frazier Investment Counseling, LLC |
Walnut Creek, CA |
Q3 2022
|
94
|
$360M
|
| Bedford Ridge Capital LP |
New York, NY |
Q3 2022
|
1
|
$0
|
| Bedlam Asset Management plc |
London, United Kingdom |
Q4 2013
|
1
|
$0
|
| BEDRIJFSTAKPENSIOENFONDS VOOR DE MEDIA PNO |
Hilversum, Netherlands |
Q4 2022
|
41
|
$510M
|
| BEECHER INVESTORS INC |
Darien, CT |
Q3 2022
|
12
|
$61M
|
| Beech Hill Advisors, Inc. |
New York, NY |
Q4 2022
|
84
|
$180B
|
| BEESE FULMER INVESTMENT MANAGEMENT, INC. |
Canton, OH |
Q4 2022
|
220
|
$830B
|
| Beirne Wealth Consulting Services, LLC |
Shelton, CT |
Q3 2022
|
103
|
$260M
|
| BEL AIR INVESTMENT ADVISORS LLC |
Los Angeles, CA |
Q2 2021
|
385
|
$3.3B
|
| Belfer Management LLC |
New York, NY |
Q3 2022
|
1
|
$0
|
| Bell Asset Management Ltd |
Melbourne, Australia |
Q3 2022
|
57
|
$490M
|
| Bell Bank |
Fargo, ND |
Q3 2022
|
181
|
$780M
|
| Bell & Brown Wealth Advisors, LLC |
Newport Beach, CA |
Q3 2022
|
64
|
$160M
|
| Bellecapital International Ltd. |
Zurich, Switzerland |
Q3 2022
|
185
|
$330M
|
| Bellevue Asset Management AG |
Kuesnacht, Switzerland |
Q4 2015
|
127
|
$660M
|
| BELLEVUE ASSET MANAGEMENT, LLC |
Bellevue, WA |
Q4 2022
|
480
|
$130B
|
| Bellevue Group AG |
Kuesnacht, Switzerland |
Q3 2022
|
217
|
$7B
|
| Bell Investment Advisors, Inc |
Oakland, CA |
Q3 2022
|
1,892
|
$320M
|
| Bell Rock Capital LLC |
Rehoboth Beach, DE |
Q3 2022
|
94
|
$81M
|
| Bellwether Advisors, LLC |
Lincoln, NE |
Q3 2022
|
537
|
$300M
|
| Bellwether Investment Group, LLC |
Chattanooga, TN |
Q4 2017
|
63
|
$25M
|
| Belmont Capital, LLC |
Los Angeles, CA |
Q3 2022
|
124
|
$85M
|
| Belmont Global Advisors, Inc. |
Dallas, TX |
Q3 2016
|
69
|
$110M
|
| Belpointe Asset Management LLC |
Reno, NV |
Q3 2022
|
1,159
|
$1.5B
|
| Belvedere Advisors LLC |
San Francisco, CA |
Q2 2019
|
31
|
$3.2M
|
| Belvedere Trading LLC |
Chicago, IL |
Q3 2022
|
259
|
$3B
|
| Benchmark Capital Advisors |
New York, NY |
Q4 2018
|
115
|
$100M
|
| Benchmark Financial Wealth Advisors, LLC |
Boca Raton, FL |
Q4 2022
|
70
|
$180B
|
| Benchmark Investment Advisors LLC |
Chicago, IL |
Q3 2022
|
95
|
$93M
|
| Benchmark Wealth Management, LLC |
Old Lyme, CT |
Q3 2022
|
49
|
$130M
|
| BENDER ROBERT & ASSOCIATES |
Pasadena, CA |
Q3 2022
|
54
|
$260M
|
| Benedetti & Gucer, Inc. |
Atlanta, GA |
Q4 2022
|
96
|
$140M
|
| BENEDICT FINANCIAL ADVISORS INC |
Atlanta, GA |
Q3 2022
|
115
|
$310M
|
| Benefit Street Partners LLC |
New York, NY |
Q3 2022
|
15
|
$85M
|
| Benin Management CORP |
Wilton, CT |
Q3 2022
|
93
|
$240M
|
| BENJAMIN EDWARDS INC |
Clayton, MO |
Q3 2022
|
717
|
$330M
|
| BENJAMIN F. EDWARDS & COMPANY, INC. |
St. Louis, MO |
Q3 2022
|
1,843
|
$2B
|
| BENNETT LAWRENCE MANAGEMENT L L C/NY |
New York, NY |
Q4 2015
|
140
|
$310M
|
| BENNETT SELBY INVESTMENTS LP |
Falmouth, ME |
Q4 2022
|
55
|
$130M
|
| BENNICAS & ASSOCIATES, INC. |
Portola Valley, CA |
Q4 2022
|
99
|
$170M
|
| Benson Investment Management Company, Inc. |
Roanoke, VA |
Q4 2022
|
47
|
$170B
|
| BerganKDV Wealth Management, LLC |
Bloomington, MN |
Q3 2022
|
1,041
|
$840M
|
| Berger Financial Group, Inc |
Plymouth, MN |
Q3 2022
|
233
|
$680M
|
| Berkeley Capital Partners, LLC |
Milton, GA |
Q3 2022
|
129
|
$230M
|
| BERKLEY W R CORP |
Greenwich, CT |
Q3 2022
|
512
|
$2.1B
|
| BERKSHIRE ASSET MANAGEMENT LLC/PA |
Wilkes Barre, PA |
Q3 2022
|
218
|
$1.4B
|
| Berkshire Bank |
Pittsfield, MA |
Q3 2022
|
230
|
$330M
|
| BERKSHIRE CAPITAL HOLDINGS INC |
San Jose, CA |
Q3 2022
|
90
|
$250M
|
| Berkshire Hathaway Inc |
Omaha, NE |
Q3 2022
|
179
|
$300B
|
| Berkshire Money Management, Inc. |
Dalton, MA |
Q3 2022
|
43
|
$580M
|
| Berkshire Partners LLC |
Boston, MA |
Q3 2022
|
3
|
$970M
|
| Berman Capital Advisors, LLC |
Atlanta, GA |
Q3 2021
|
2,786
|
$640M
|
| Bernardo Wealth Planning LLC |
Harleysville, PA |
Q3 2022
|
84
|
$180M
|
| Bernicke Wealth Management, Ltd. |
Altoona, WI |
Q2 2020
|
48
|
$140M
|
| BERNZOTT CAPITAL ADVISORS |
Lakeway, TX |
Q4 2022
|
50
|
$770B
|
| BERRY GROUP, LLC |
Worcester, MA |
Q4 2020
|
113
|
$220M
|
| Berry Street Capital Management LLP |
London, United Kingdom |
Q3 2022
|
25
|
$450M
|
| BERTRAM GROWTH CAPITAL III (GPLLC), L.L.C. |
Foster City, CA |
Q3 2022
|
1
|
$45M
|
| Beryl Capital Management LLC |
Redondo Beach, CA |
Q3 2022
|
28
|
$940M
|
| BERYLSON CAPITAL PARTNERS, LLC |
Boston, MA |
Q3 2022
|
23
|
$61M
|
| BESSEMER GROUP INC |
Woodbridge, NJ |
Q3 2022
|
5,719
|
$38B
|
| BESSEMER SECURITIES LLC |
New York, NY |
Q3 2022
|
126
|
$280M
|
| Beta Wealth Group, Inc. |
San Diego, CA |
Q3 2022
|
98
|
$140M
|
| Betterment LLC |
New York, NY |
Q3 2022
|
223
|
$28B
|
| Better Money Decisions, LLC |
Santa Fe, NM |
Q3 2022
|
57
|
$100M
|
| BetterWealth, LLC |
San Jose, CA |
Q4 2022
|
39
|
$220B
|
| Beutel, Goodman & Co Ltd. |
Toronto, Ontario, Canada |
Q3 2022
|
73
|
$15B
|
| BFAM Partners (Cayman) Ltd |
Northpoint, Hong Kong, Hong Kong |
Q3 2022
|
9
|
$160M
|
| BFSG, LLC |
Irvine, CA |
Q3 2022
|
175
|
$470M
|
| BG Investment Services, Inc. |
Hagatna, Guam |
Q3 2022
|
11
|
$82M
|
| BHF Kleinwort Benson Group S.A. |
Brussels, Belgium |
Q1 2016
|
363
|
$3.4B
|
| BHF RG Capital Inc. |
Scottsdale, AZ |
Q4 2021
|
1
|
$0
|
| BHK Investment Advisors, LLC |
Birmingham, AL |
Q3 2022
|
65
|
$200M
|
| BHR Capital LLC |
New York, NY |
Q1 2017
|
1
|
$0
|
| BHZ CAPITAL MANAGEMENT, LP |
San Jose, CA |
Q3 2022
|
122
|
$240M
|
| BI Asset Management Fondsmaeglerselskab A/S |
Kobenhavn, Denmark |
Q3 2022
|
440
|
$2B
|
| B&I Capital AG |
Zurich, Switzerland |
Q3 2022
|
26
|
$250M
|
| Bickling Financial Services, Inc. |
Lexington, MA |
Q3 2022
|
116
|
$150M
|
| Biechele Royce Advisors |
Fishers, IN |
Q3 2022
|
71
|
$210M
|
| BIEGEL & WALLER LLC |
Columbia, MD |
Q3 2019
|
74
|
$180M
|
| Bienville Capital Management, LLC |
New York, NY |
Q3 2022
|
108
|
$260M
|
| Bigelow Investment Advisors, LLC |
Portland, ME |
Q4 2022
|
145
|
$170B
|
| BIGLARI CAPITAL CORP. |
San Antonio, TX |
Q3 2022
|
15
|
$460M
|
| BIGLARI HOLDINGS INC. |
San Antonio, TX |
Q3 2014
|
1
|
$6.1M
|
| BIGLARI, SARDAR |
San Antonio, TX |
Q3 2022
|
7
|
$14M
|
| BigSur Wealth Management LLC |
Miami, FL |
Q3 2022
|
124
|
$200M
|
| Bill Few Associates, Inc. |
Pittsburgh, PA |
Q4 2022
|
130
|
$170B
|
| BILLINGS CAPITAL MANAGEMENT, LLC |
Arlington, VA |
Q4 2021
|
7
|
$79M
|
| Bill & Melinda Gates Foundation |
Seattle, WA |
Q3 2022
|
10
|
$130M
|
| BILL & MELINDA GATES FOUNDATION TRUST |
Kirkland, WA |
Q3 2022
|
21
|
$34B
|
| Biltmore Capital Advisors LLC |
Princeton, NJ |
Q4 2021
|
156
|
$600M
|
| Biltmore Family Office, LLC |
Charlotte, NC |
Q3 2022
|
211
|
$440M
|
| Biltmore Wealth Management, LLC |
Scottsdale, AZ |
Q3 2022
|
46
|
$220M
|
| BINGHAM OSBORN & SCARBOROUGH LLC |
San Francisco, CA |
Q4 2021
|
1
|
$0
|
| BIOIMPACT CAPITAL LLC |
Cambridge, MA |
Q3 2022
|
38
|
$420M
|
| Biomark Capital Management Co. LLC |
Greenwich, CT |
Q3 2018
|
2
|
$8.9M
|
| Biondo Investment Advisors, LLC |
Milford, PA |
Q3 2022
|
74
|
$430M
|
| BI Partners LLC |
Darien, CT |
Q3 2014
|
19
|
$70M
|
| Birch Capital Management, LLC |
Dallas, TX |
Q3 2022
|
93
|
$130M
|
| Birchcreek Wealth Management, LLC |
Miami Township, OH |
Q3 2022
|
118
|
$110M
|
| Birch Grove Capital LP |
New York, NY |
Q3 2022
|
41
|
$260M
|
| Birch Hill Investment Advisors LLC |
Boston, MA |
Q3 2022
|
146
|
$1.5B
|
| Birch Run Capital Advisors, LP |
Dallas, TX |
Q3 2022
|
1
|
$0
|
| Birchview Capital, LP |
Burlington, VT |
Q3 2022
|
60
|
$140M
|
| BIRINYI ASSOCIATES INC |
Westport, CT |
Q3 2022
|
60
|
$210M
|
| BIRMINGHAM CAPITAL MANAGEMENT CO INC/AL |
Birmingham, AL |
Q3 2022
|
100
|
$230M
|
| Bishop & Co Investment Management, LLC |
Erie, PA |
Q4 2022
|
24
|
$210M
|
| Bishop Rock Capital, L.P. |
New York, NY |
Q3 2022
|
27
|
$140M
|
| BISLETT MANAGEMENT, LLC |
Palo Alto, CA |
Q3 2022
|
15
|
$150M
|
| Bison Wealth, LLC |
Atlanta, GA |
Q3 2022
|
250
|
$250M
|
| BIVIN & ASSOCIATES, INC. |
Ponca City, OK |
Q2 2022
|
328
|
$93M
|
| Bizma Investimentos Ltda |
Sao Paulo, Brazil |
Q3 2022
|
19
|
$130M
|
| BKA Wealth Consulting, Inc. |
Cedar Park, TX |
Q3 2022
|
42
|
$49M
|
| BKS ADVISORS, LLC |
Southfield, MI |
Q1 2019
|
209
|
$250M
|
| black-and-white Capital LP |
Los Angeles, CA |
Q2 2021
|
25
|
$970M
|
| Blackcrane Capital, LLC |
Bellevue, WA |
Q1 2022
|
7
|
$16M
|
| Black Creek Investment Management Inc. |
Toronto, Ontario, Canada |
Q3 2022
|
38
|
$2.4B
|
| BLACK DIAMOND CAPITAL MANAGEMENT, L.L.C. |
Stamford, CT |
Q3 2022
|
12
|
$160M
|
| Black Diamond Financial, LLC |
Towson, MD |
Q3 2022
|
103
|
$250M
|
| BlackDiamond Wealth Management Inc. |
New York, NY |
Q4 2022
|
112
|
$88B
|
| Blackhawk Capital Partners LLC. |
Thiensville, WI |
Q3 2022
|
65
|
$120M
|
| BLACKHILL CAPITAL INC |
Morristown, NJ |
Q3 2022
|
52
|
$840M
|
| Black Maple Capital Management LP |
Milwaukee, WI |
Q3 2021
|
80
|
$140M
|
| Black River Asset Management LLC |
Hopkins, MN |
Q2 2016
|
1
|
$0
|
| BlackRock Advisors LLC |
Wilmington, DE |
Q4 2016
|
4,510
|
$99B
|
| BlackRock Fund Advisors |
San Francisco, CA |
Q4 2016
|
4,255
|
$540B
|
| BlackRock Group LTD |
London, United Kingdom |
Q4 2016
|
15,646
|
$210B
|
| BlackRock Inc. |
New York, NY |
Q3 2022
|
53,156
|
$2.9T
|
| BlackRock Institutional Trust Company, N.A. |
San Francisco, CA |
Q4 2016
|
3,855
|
$680B
|
| BlackRock Investment Management, LLC |
Princeton, NJ |
Q4 2016
|
3,953
|
$86B
|
| BlackRock Japan Co. Ltd |
Tokyo, Japan |
Q4 2016
|
1,312
|
$30B
|
| Blacksheep Fund Management Ltd |
Co. Dublin, Ireland |
Q3 2022
|
7
|
$500M
|
| Blackstart Capital LP |
New York, NY |
Q2 2020
|
21
|
$150M
|
| Blackstone Inc. |
New York, NY |
Q3 2022
|
227
|
$27B
|
| Blackston Financial Advisory Group, LLC |
The Villages, FL |
Q3 2022
|
92
|
$140M
|
| Black Swift Group, LLC |
Boulder, CO |
Q3 2022
|
62
|
$200M
|
| BLACKTHORN INVESTMENT GROUP LLC |
Overland Park, KS |
Q3 2015
|
70
|
$27M
|
| BLAIR WILLIAM & CO/IL |
Chicago, IL |
Q3 2022
|
1,823
|
$22B
|
| Blankinship & Foster, LLC |
Solana Beach, CA |
Q3 2022
|
52
|
$210M
|
| BLB&B Advisors, LLC |
Montgomeryville, PA |
Q4 2022
|
235
|
$1.3T
|
| Bleichroeder LP |
New York, NY |
Q3 2022
|
93
|
$480M
|
| Blenheim Capital Management, L.L.C. |
Berkeley Heights, NJ |
Q3 2014
|
32
|
$80M
|
| BLOCKHOUSE CAPITAL MANAGEMENT LP |
New York, NY |
Q1 2018
|
26
|
$480M
|
| BLODGETT WEALTH ADVISORS, LLC |
Concord, CA |
Q3 2022
|
63
|
$83M
|
| BloombergSen Inc. |
Toronto, Ontario, Canada |
Q3 2022
|
47
|
$1.5B
|
| BLOOM TREE PARTNERS, LLC |
New York, NY |
Q3 2022
|
73
|
$270M
|
| Blooom, Inc. |
Overland Park, KS |
Q3 2022
|
38
|
$53M
|
| Blossom Wealth Management |
San Ramon, Ca, CA |
Q4 2022
|
44
|
$21B
|
| BLS CAPITAL FONDSMAEGLERSELSKAB A/S |
Klampenborg, Denmark |
Q3 2022
|
13
|
$2.4B
|
| BLS GLOBAL EQUITIES LLC |
Naerum, Denmark |
Q4 2016
|
13
|
$300M
|
| BLUE ARROW CAPITAL MANAGEMENT LLC |
New York, NY |
Q3 2015
|
70
|
$370M
|
| Blue Barn Wealth, LLC |
Orem, UT |
Q3 2022
|
119
|
$140M
|
| BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC |
Blue Bell, PA |
Q3 2022
|
743
|
$280M
|
| Blue Chip Partners, Inc. |
Farmington Hills, MI |
Q3 2022
|
161
|
$730M
|
| Blue Chip Wealth Management, Inc. |
Miami Beach, FL |
Q3 2020
|
114
|
$130M
|
| Blue Clay Capital Management, LLC |
Minneapolis, MN |
Q3 2016
|
83
|
$75M
|
| BlueCrest Capital Management LLP |
St. Peter Port, Guernsey |
Q3 2014
|
1
|
$0
|
| BlueCrest Capital Management Ltd |
St Helier, Jersey |
Q3 2022
|
188
|
$3.4B
|
| Blue Door Asset Management, LLC |
Stamford, CT |
Q3 2022
|
15
|
$82M
|
| BlueDrive Global Investors LLP |
London, United Kingdom |
Q4 2022
|
5
|
$63B
|
| Blue Edge Capital, LLC |
Richmond, VA |
Q3 2022
|
106
|
$400B
|
| Blue Fin Capital, Inc. |
Warren, RI |
Q4 2022
|
128
|
$270B
|
| BLUEFIN CAPITAL MANAGEMENT, LLC |
New York, NY |
Q3 2022
|
571
|
$1.1B
|
| Bluefin Trading, LLC |
New York, NY |
Q2 2020
|
384
|
$1.2B
|
| Blue Granite Capital, LLC |
Charleston, SC |
Q4 2017
|
105
|
$140M
|
| Bluegrass Capital Partners LP |
Palm Beach, FL |
Q3 2022
|
12
|
$100M
|
| Blue Grotto Capital, LLC |
Atlanta, GA |
Q3 2022
|
19
|
$390M
|
| Blue Harbour Group, L.P. |
Greenwich, CT |
Q3 2020
|
1
|
$0
|
| BLUE JAY CAPITAL MANAGEMENT, LLC |
Los Angeles, CA |
Q2 2017
|
20
|
$150M
|
| BlueMar Capital Management, LLC |
Miami, FL |
Q3 2022
|
33
|
$140M
|
| Blue Owl Capital Holdings LP |
New York, NY |
Q3 2022
|
52
|
$230M
|
| Blue Pool Management Ltd. |
Causeway Bay, Hong Kong |
Q3 2022
|
5
|
$390M
|
| Blueport Capital, L.P. |
Fort Worth, TX |
Q3 2020
|
1
|
$0
|
| Blueprint Investment Partners LLC |
Greensboro, NC |
Q3 2022
|
159
|
$370M
|
| 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 |
Q3 2022
|
1
|
$130k
|
| Bluescape Energy Partners LLC |
Dallas, TX |
Q4 2022
|
3
|
$430B
|
| Blueshift Asset Management, LLC |
Red Bank, NJ |
Q3 2022
|
576
|
$470M
|
| Blue Sky Asset Management, LLC |
Greenwood Village, CO |
Q3 2021
|
1
|
$0
|
| BlueSky Wealth Advisors, LLC |
New Bern, NC |
Q3 2022
|
65
|
$430M
|
| Bluesphere Advisors, LLC |
East Norriton, PA |
Q4 2022
|
80
|
$110B
|
| BlueSpruce Investments, LP |
Chicago, IL |
Q3 2022
|
11
|
$4.9B
|
| BLUE SQUARE ASSET MANAGEMENT, LLC |
New York, NY |
Q4 2022
|
26
|
$160B
|
| BLUESTEIN R H & CO LLC |
Birmingham, MI |
Q3 2022
|
340
|
$1.6B
|
| BLUESTEM FINANCIAL ADVISORS, LLC |
Champaign, IL |
Q4 2022
|
26
|
$150B
|
| Blue Water Life Science Advisors, LP |
Larkspur, CA |
Q3 2022
|
9
|
$250M
|
| Blue Whale Capital LLP |
London, United Kingdom |
Q3 2022
|
16
|
$560M
|
| Blue Zone Wealth Advisors, LLC |
Los Angeles, CA |
Q4 2022
|
83
|
$190B
|
| BLUM CAPITAL PARTNERS LP |
San Francisco, CA |
Q2 2018
|
1
|
$34M
|
| Blume Capital Management, Inc. |
Berkeley, CA |
Q3 2022
|
319
|
$270M
|
| B. Metzler seel. Sohn & Co. AG |
Frankfurt, Germany |
Q3 2022
|
1,060
|
$5.5B
|
| B. Metzler seel. Sohn & Co. Holding AG |
Frankfurt, Germany |
Q3 2021
|
962
|
$6.9B
|
| BMI CAPITAL CORP |
New York, NY |
Q3 2014
|
15
|
$50M
|
| BMS Financial Advisors, LLC |
Rapid City, SD |
Q4 2022
|
92
|
$150B
|
| BMT INVESTMENT ADVISORS |
Berwyn, PA |
Q1 2020
|
80
|
$160M
|
| BNC WEALTH MANAGEMENT, LLC |
Beaverton, OR |
Q4 2022
|
104
|
$170B
|
| BNP PARIBAS ARBITRAGE, SNC |
Paris, France |
Q3 2022
|
10,365
|
$62T
|
| BNP PARIBAS ASSET MANAGEMENT Holding S.A. |
Paris, France |
Q3 2022
|
1,190
|
$25B
|
| BOARDMAN BAY CAPITAL MANAGEMENT LLC |
New York, NY |
Q4 2021
|
37
|
$60M
|
| Board of Trustees of The Leland Stanford Junior University |
Stanford, CA |
Q3 2022
|
52
|
$1.6B
|
| Bocage Capital, LLC |
San Francisco, CA |
Q1 2017
|
1
|
$0
|
| Bodenholm Capital AB |
Stockholm, Sweden |
Q4 2020
|
1
|
$0
|
| Bodri Capital Management, LLC |
San Francisco, CA |
Q3 2015
|
22
|
$100M
|
| BOENNING & SCATTERGOOD, INC. |
West Conshohocken, PA |
Q4 2022
|
398
|
$620M
|
| Bogart Wealth, LLC |
Mclean, VA |
Q3 2022
|
1,165
|
$1.2B
|
| BOGLE INVESTMENT MANAGEMENT L P /DE/ |
Newton Lower Falls, MA |
Q1 2021
|
1
|
$0
|
| Boit C F David |
Boston, MA |
Q3 2022
|
109
|
$120M
|
| BOK Financial Private Wealth, Inc. |
Denver, CO |
Q3 2022
|
371
|
$1.1B
|
| BOKF, NA |
Tulsa, OK |
Q3 2022
|
1,624
|
$4.9B
|
| Bollard Group LLC |
Boston, MA |
Q3 2022
|
295
|
$2.4B
|
| BOLTON LP |
Greenwich, CT |
Q4 2015
|
74
|
$260M
|
| Boltwood Capital Management |
Walnut Creek, CA |
Q4 2022
|
144
|
$250B
|
| Bond Capital Management, LP |
San Francisco, CA |
Q3 2022
|
5
|
$150M
|
| Bond & Devick Financial Network, Inc. |
St. Louis Park, MN |
Q4 2022
|
123
|
$140B
|
| BONNESS ENTERPRISES INC |
Washington, DC |
Q4 2022
|
62
|
$210B
|
| BONTEMPO OHLY CAPITAL MGMT LLC |
Bethesda, MD |
Q3 2022
|
31
|
$150M
|
| BOOTHBAY FUND MANAGEMENT, LLC |
New York, NY |
Q3 2022
|
2,192
|
$4B
|
| Boothe Investment Group, Inc. |
Dover, DE |
Q3 2022
|
42
|
$150M
|
| Booth Park Capital Management LLC |
New York, NY |
Q4 2015
|
1
|
$0
|
| Bordeaux Wealth Advisors LLC |
Menlo Park, CA |
Q3 2022
|
83
|
$160M
|
| Border to Coast Pensions Partnership Ltd |
Leeds, United Kingdom |
Q3 2022
|
96
|
$3.1B
|
| Bornite Capital Management LP |
New York, NY |
Q3 2022
|
21
|
$350M
|
| BOSTON ADVISORS LLC |
Boston, MA |
Q3 2019
|
597
|
$1.9B
|
| Boston Common Asset Management, LLC |
Boston, MA |
Q4 2022
|
258
|
$2.1B
|
| BOSTON FAMILY OFFICE LLC |
Boston, MA |
Q3 2022
|
260
|
$1.1B
|
| BOSTON FINANCIAL MANGEMENT LLC |
Boston, MA |
Q4 2022
|
320
|
$2.5T
|
| Boston Partners |
Boston, MA |
Q3 2022
|
1,777
|
$68B
|
| BOSTON PRIVATE BANK & TRUST CO |
Boston, MA |
Q1 2015
|
1,136
|
$2.2B
|
| BOSTON PROVIDENT, L.P. |
New York, NY |
Q3 2015
|
47
|
$120M
|
| BOSTON RESEARCH & MANAGEMENT INC |
Manchester, MA |
Q3 2022
|
102
|
$290M
|
| Boston Standard Wealth Management, LLC |
Winchester, MA |
Q4 2022
|
40
|
$340B
|
| Boston Trust Walden Corp |
Boston, MA |
Q4 2022
|
584
|
$11T
|
| Bouchey Financial Group Ltd |
Troy, NY |
Q4 2022
|
94
|
$690B
|
| BOULDER HILL CAPITAL MANAGEMENT LP |
New York, NY |
Q3 2022
|
135
|
$130M
|
| Boulegeris Investments, Inc. |
Sandy Springs, GA |
Q3 2019
|
1
|
$0
|
| Boundary Creek Advisors LP |
New York, NY |
Q3 2022
|
47
|
$3.6B
|
| BOURGEON CAPITAL MANAGEMENT LLC |
Darien, CT |
Q4 2022
|
374
|
$410B
|
| BOURNE LENT ASSET MANAGEMENT INC |
Pawling, NY |
Q4 2022
|
83
|
$230B
|
| Boussard & Gavaudan Asset Management LP |
London, United Kingdom |
Q3 2014
|
1
|
$0
|
| Boussard & Gavaudan Investment Management LLP |
London, United Kingdom |
Q3 2022
|
154
|
$710M
|
| Bouvel Investment Partners, LLC |
Phoenixville, PA |
Q4 2022
|
67
|
$150B
|
| BOWEN HANES & CO INC |
Ponte Vedra Beach, FL |
Q3 2022
|
147
|
$2.6B
|
| Bowie Capital Management, LLC |
Richardson, TX |
Q3 2022
|
41
|
$950M
|
| Bowling Portfolio Management LLC |
Cincinnati, OH |
Q3 2022
|
183
|
$360M
|
| Bowman & Co S.C. |
Oshkosh, WI |
Q4 2022
|
88
|
$130B
|
| BOW STREET, LLC |
New York, NY |
Q3 2016
|
1
|
$33M
|
| BOXER CAPITAL, LLC |
San Diego, CA |
Q3 2022
|
73
|
$1.8B
|
| Boxwood Ventures, Inc. |
Chicago, IL |
Q3 2022
|
24
|
$44M
|
| BOYAR ASSET MANAGEMENT INC. |
New York, NY |
Q3 2022
|
84
|
$120M
|
| BOYD WATTERSON ASSET MANAGEMENT LLC/OH |
Cleveland, OH |
Q4 2022
|
423
|
$240B
|
| Boyd Wealth Management, LLC |
Sacramento, CA |
Q4 2022
|
43
|
$140B
|
| Boyer & Corporon Wealth Management, LLC |
Overland Park, KS |
Q3 2022
|
60
|
$280M
|
| Boyle Capital Management, L.L.C. |
West Des Moines, IA |
Q3 2016
|
21
|
$74M
|
| BOYS ARNOLD & CO INC |
Asheville, NC |
Q2 2020
|
1
|
$0
|
| Boyu Capital Investment Management Co., Ltd |
Hong Kong |
Q3 2022
|
1
|
$0
|
| BP CAPITAL FUND ADVISORS, LLC |
Dallas, TX |
Q4 2019
|
37
|
$100M
|
| Bpifrance SA |
Maisons Alfort, Cedex, France |
Q3 2022
|
6
|
$2.6B
|
| BP PLC |
London, United Kingdom |
Q3 2022
|
2
|
$13M
|
| BPV Resources, LLC |
Orlando, FL |
Q2 2015
|
9
|
$8.8M
|
| Bracebridge Capital, LLC |
Boston, MA |
Q3 2022
|
101
|
$570M
|
| Bradley & Co. Private Wealth Management, LLC |
Miami, FL |
Q3 2022
|
233
|
$84M
|
| BRADLEY FOSTER & SARGENT INC/CT |
Hartford, CT |
Q3 2022
|
420
|
$3.6B
|
| Bradley Mark J. |
Wausau, WI |
Q3 2022
|
90
|
$110M
|
| Braeside Investments, LLC |
Dallas, TX |
Q3 2014
|
17
|
$70M
|
| Bragg Financial Advisors, Inc |
Charlotte, NC |
Q3 2022
|
289
|
$1.4B
|
| Brahman Capital Corp. |
New York, NY |
Q3 2022
|
23
|
$710M
|
| Bramshill Investments, LLC |
Naples, FL |
Q3 2022
|
135
|
$710M
|
| Brand Asset Management Group, Inc. |
Chesterfield, MO |
Q4 2022
|
75
|
$200B
|
| BRANDES INVESTMENT PARTNERS, LP |
La Jolla, CA |
Q3 2022
|
352
|
$3.8B
|
| BrandyTrust Global Partners, LP |
Hockessin, DE |
Q3 2022
|
8
|
$31M
|
| Brandywine Global Investment Management, LLC |
Philadelphia, PA |
Q3 2022
|
731
|
$11B
|
| BRANDYWINE MANAGERS, LLC |
Hockessin, DE |
Q3 2022
|
39
|
$30M
|
| Brandywine Oak Private Wealth LLC |
Kennett Square, PA |
Q3 2022
|
296
|
$740M
|
| BRANDYWINE TRUST CO |
Hockessin, DE |
Q3 2022
|
22
|
$280M
|
| BRANT POINT INVESTMENT MANAGEMENT LLC |
New York, NY |
Q3 2022
|
98
|
$680M
|
| BRASADA CAPITAL MANAGEMENT, LP |
Houston, TX |
Q3 2022
|
120
|
$420M
|
| Bratton Capital Management, L.P. |
Fort Worth, TX |
Q3 2022
|
1
|
$11M
|
| Braun-Bostich & Associates Inc. |
Canonsburg, PA |
Q3 2022
|
56
|
$33M
|
| BRAUN STACEY ASSOCIATES INC |
New York, NY |
Q3 2022
|
218
|
$1.6B
|
| BRAVE ASSET MANAGEMENT INC |
Summit, NJ |
Q4 2022
|
149
|
$300B
|
| Braver Wealth Management, LLC |
Needham, MA |
Q4 2016
|
145
|
$620M
|
| Brave Warrior Advisors, LLC |
New York, NY |
Q3 2022
|
25
|
$2.9B
|
| Bray Capital Advisors |
Naples, FL |
Q4 2022
|
267
|
$320B
|
| BRC Investment Management LLC |
Greenwood Village, CO |
Q3 2016
|
176
|
$590M
|
| BREAKLINE CAPITAL LLC |
New York, NY |
Q3 2022
|
27
|
$83M
|
| Bredin Investment LLC |
Wilmington, DE |
Q4 2019
|
75
|
$120M
|
| Bregal Investments, Inc. |
New York, NY |
Q3 2022
|
2
|
$61M
|
| Bregal North America General Partner Jersey Ltd |
St. Helier, Jersey |
Q3 2022
|
1
|
$61M
|
| Bregal Sagemount I, L.P. |
St. Helier, Jersey |
Q3 2022
|
2
|
$61M
|
| BREITER CAPITAL MANAGEMENT INC |
Bradenton, FL |
Q1 2022
|
134
|
$200M
|
| Breithorn Capital Management |
New York, NY |
Q2 2017
|
45
|
$140M
|
| Bremer Bank National Association |
St Paul, MN |
Q4 2022
|
368
|
$520M
|
| Bremer Trust National Association |
St. Cloud, MN |
Q4 2018
|
1,075
|
$460M
|
| Brendel Financial Advisors LLC |
Hanover, NH |
Q4 2022
|
36
|
$50M
|
| Brenham Capital Management, L.P. |
Dallas, TX |
Q4 2018
|
1
|
$0
|
| Brenner West Capital Advisors, LP |
New York, NY |
Q4 2018
|
1
|
$0
|
| Breogan Capital, LP |
New York, NY |
Q2 2018
|
18
|
$56M
|
| Breton Hill Capital Ltd. |
Toronto, Ontario, Canada |
Q3 2017
|
330
|
$540M
|
| Brevan Howard Capital Management LP |
St. Helier, Jersey |
Q3 2022
|
76
|
$2.7B
|
| BREWIN DOLPHIN LTD |
London, United Kingdom |
Q2 2022
|
647
|
$2.1B
|
| BREWIN DOLPHIN WEALTH MANAGEMENT LTD |
Conskleagh, Dublin, Ireland |
Q2 2022
|
377
|
$920M
|
| Brewster Financial Planning LLC |
Brooklyn, NY |
Q4 2022
|
13
|
$94B
|
| Briar Hall Management LLC |
Nashville, TN |
Q3 2022
|
2
|
$4.8B
|
| Briaud Financial Planning, Inc |
College Station, TX |
Q3 2022
|
28
|
$110M
|
| Brick & Kyle, Associates |
Newtown, PA |
Q3 2022
|
56
|
$160M
|
| Brickley Wealth Management |
San Mateo, CA |
Q4 2022
|
39
|
$340B
|
| Bridge Advisory, LLC |
Pasadena, CA |
Q4 2022
|
126
|
$240B
|
| Bridge City Capital, LLC |
Lake Oswego, OR |
Q4 2022
|
93
|
$190M
|
| Bridge Creek Capital Management LLC |
West Barnstable, MA |
Q4 2022
|
100
|
$260B
|
| Bridgecreek Investment Management, LLC |
Tulsa, OK |
Q3 2022
|
108
|
$470M
|
| Bridgefront Capital, LLC |
Austin, TX |
Q3 2022
|
292
|
$98M
|
| BRIDGER MANAGEMENT, LLC |
New York, NY |
Q3 2022
|
44
|
$330M
|
| BRIDGES INVESTMENT COUNSEL INC/ |
Omaha, NE |
Q4 2017
|
234
|
$180M
|
| BRIDGES INVESTMENT MANAGEMENT INC |
Omaha, NE |
Q3 2022
|
536
|
$2.6B
|
| Bridgewater Advisors Inc. |
New York, NY |
Q4 2022
|
111
|
$410B
|
| Bridgewater Associates, LP |
Westport, CT |
Q3 2022
|
866
|
$20B
|
| Bridgewater Wealth & Financial Management, LLC |
Bethesda, MD |
Q4 2017
|
27
|
$250M
|
| BRIDGEWAY CAPITAL MANAGEMENT, LLC |
Houston, TX |
Q3 2022
|
1,405
|
$3.7B
|
| Bridgeworth, LLC |
Birmingham, AL |
Q3 2022
|
140
|
$430M
|
| BRIGADE CAPITAL MANAGEMENT, LP |
New York, NY |
Q3 2022
|
58
|
$990M
|
| BRIGGS ADVISORY GROUP, INC. |
Lincoln, RI |
Q3 2022
|
47
|
$130M
|
| BRIGHTFIELD CAPITAL MANAGEMENT LLC |
New York, NY |
Q3 2015
|
21
|
$31M
|
| BRIGHTLIGHT CAPITAL MANAGEMENT LP |
Westport, CT |
Q3 2022
|
10
|
$140M
|
| BRIGHTLINE CAPITAL MANAGEMENT, LLC |
Miami, FL |
Q3 2022
|
5
|
$50M
|
| BRIGHTON JONES LLC |
Seattle, WA |
Q3 2022
|
466
|
$1.7B
|
| BRIGHT ROCK CAPITAL MANAGEMENT, LLC |
Hanover, MA |
Q4 2022
|
79
|
$390M
|
| Brightworth |
Atlanta, GA |
Q3 2022
|
126
|
$930M
|
| B. Riley Asset Management, LLC |
Dallas, TX |
Q3 2022
|
69
|
$190M
|
| B. Riley Financial, Inc. |
Los Angeles, CA |
Q3 2022
|
93
|
$560M
|
| B. Riley Wealth Advisors, Inc. |
Boca Raton, FL |
Q3 2022
|
1,950
|
$3.3B
|
| B. Riley Wealth Management, Inc. |
Memphis, TN |
Q2 2022
|
755
|
$85B
|
| BRILLIANCE ASSET MANAGEMENT LTD |
Central, Hong Kong, Hong Kong |
Q3 2022
|
6
|
$350M
|
| BRINKER CAPITAL INC |
Berwyn, PA |
Q2 2020
|
930
|
$3.1B
|
| Brinker Capital Investments, LLC |
Berwyn, PA |
Q3 2022
|
1,321
|
$4.8B
|
| Brio Consultants, LLC |
San Francisco, CA |
Q3 2022
|
92
|
$470M
|
| Bristlecone Advisors, LLC |
Bellevue, WA |
Q3 2022
|
242
|
$770M
|
| Bristol Advisors, LLC |
Conshohocken, PA |
Q1 2019
|
30
|
$43M
|
| Bristol County Savings Bank |
Taunton, MA |
Q4 2017
|
123
|
$110M
|
| Bristol Gate Capital Partners Inc. |
Toronto, Ontario, Canada |
Q3 2022
|
32
|
$1.6B
|
| BRISTOL JOHN W & CO INC /NY/ |
New York, NY |
Q4 2022
|
120
|
$4.2T
|
| British Airways Pensions Investment Management Ltd |
London, United Kingdom |
Q2 2021
|
1
|
$0
|
| BRITISH COLUMBIA INVESTMENT MANAGEMENT Corp |
Victoria, British Columbia |
Q3 2022
|
821
|
$8.9B
|
| Broad Bay Capital Management, LP |
New York, NY |
Q3 2022
|
18
|
$570M
|
| Broadcrest Asset Management, LLC |
Winter Park, FL |
Q3 2022
|
7
|
$88M
|
| Broadfin Capital, LLC |
New York, NY |
Q4 2019
|
40
|
$750M
|
| Broadleaf Partners, LLC |
Hudson, OH |
Q3 2022
|
69
|
$240M
|
| BROADMARK ASSET MANAGEMENT LLC |
San Francisco, CA |
Q3 2022
|
1
|
$14M
|
| Broad Peak Investment Holdings Ltd. |
Singapore |
Q3 2022
|
5
|
$360M
|
| Broad Run Investment Management, LLC |
Arlington, VA |
Q3 2022
|
22
|
$910M
|
| BROADVIEW ADVISORS LLC |
Milwaukee, WI |
Q2 2019
|
70
|
$320M
|
| BROADWOOD CAPITAL INC |
New York, NY |
Q3 2022
|
8
|
$1.3B
|
| Broderick Brian C |
Boston, MA |
Q3 2022
|
338
|
$320M
|
| Bromfield Sneider Wealth Advisors |
Westwood, MA |
Q4 2022
|
94
|
$110B
|
| Bronson Point Management LLC |
Fairfield, CT |
Q3 2022
|
1
|
$8.3M
|
| Bronte Capital Management Pty Ltd. |
Bondi Junction, Australia |
Q3 2022
|
28
|
$800M
|
| BROOKFIELD ASSET MANAGEMENT INC. |
Toronto, Ontario, Canada |
Q3 2022
|
627
|
$27B
|
| Brookfield BHS Advisors LLC |
New York, NY |
Q1 2020
|
4
|
$33M
|
| Brookfield Public Securities Group LLC |
New York, NY |
Q1 2020
|
144
|
$6.2B
|
| Brooklyn FI, LLC |
New York, NY |
Q3 2022
|
40
|
$120M
|
| Brookmont Capital Management |
Dallas, TX |
Q3 2022
|
46
|
$140M
|
| Brookside Equity Partners LLC |
Stamford, CT |
Q3 2022
|
4
|
$16M
|
| BROOKS, MOORE & ASSOCIATES, INC. |
Chattanooga, TN |
Q3 2022
|
82
|
$120M
|
| Brookstone Capital Management |
Wheaton, IL |
Q4 2022
|
813
|
$4.9T
|
| BROOKTREE CAPITAL MANAGEMENT |
Grand Rapids, MI |
Q3 2022
|
33
|
$120M
|
| Brouwer & Janachowski, LLC |
Mill Valley, CA |
Q3 2021
|
69
|
$570M
|
| BROWN ADVISORY INC |
Baltimore, MD |
Q3 2022
|
2,520
|
$51B
|
| Brown Advisory Securities, LLC |
Baltimore, MD |
Q3 2022
|
52
|
$27M
|
| BROWN BROTHERS HARRIMAN & CO |
New York, NY |
Q3 2022
|
1,547
|
$11B
|
| BROWN CAPITAL MANAGEMENT LLC |
Baltimore, MD |
Q3 2022
|
124
|
$7.1B
|
| Brown Financial Advisory |
Fairhope, AL |
Q4 2022
|
29
|
$97B
|
| BROWNING WEST LP |
Los Angeles, CA |
Q3 2022
|
2
|
$420M
|
| Brown Miller Wealth Management, LLC |
Mclean, VA |
Q4 2022
|
119
|
$160M
|
| Brown University |
Providence, RI |
Q4 2022
|
5
|
$240M
|
| BRR OpCo, LLC |
Columbus, OH |
Q3 2022
|
219
|
$810M
|
| Bruce & Co., Inc. |
Chicago, IL |
Q3 2022
|
34
|
$360M
|
| Bruderman Asset Management, LLC |
Locust Valley, NY |
Q2 2022
|
64
|
$56M
|
| BRUNI J V & CO /CO |
Colorado Springs, CO |
Q3 2022
|
32
|
$640M
|
| BRV Partners, L.L.C. |
Menlo Park, CA |
Q3 2018
|
1
|
$0
|
| BRX Global LP |
New York, NY |
Q3 2022
|
6
|
$82M
|
| Bryant Woods Investment Advisors, LLC |
Getzville, NY |
Q3 2022
|
39
|
$110M
|
| BRYN MAWR CAPITAL MANAGEMENT INC |
Bryn Mawr, PA |
Q4 2015
|
1
|
$0
|
| BRYN MAWR TRUST Co |
Bryn Mawr, PA |
Q3 2022
|
663
|
$2B
|
| BSN CAPITAL PARTNERS Ltd |
London, United Kingdom |
Q3 2022
|
4
|
$430M
|
| B.S. Pension Fund Trustee Ltd acting for the British Steel Pension Fund |
London, United Kingdom |
Q3 2021
|
23
|
$410M
|
| BSW Wealth Partners |
Boulder, CO |
Q3 2022
|
267
|
$410M
|
| B & T Capital Management DBA Alpha Capital Management |
Austin, TX |
Q3 2022
|
101
|
$380M
|
| BTC Capital Management, Inc. |
Des Moines, IA |
Q4 2022
|
638
|
$830B
|
| BTG Pactual Asset Management S.A. DTVM |
Sao Paulo, Brazil |
Q4 2015
|
15
|
$25M
|
| BTG Pactual Global Asset Management Ltd |
New York, NY |
Q3 2022
|
106
|
$380M
|
| BTR CAPITAL MANAGEMENT INC |
Oakland, CA |
Q3 2022
|
162
|
$640M
|
| BTS Asset Management, Inc. |
Lexington, MA |
Q3 2022
|
33
|
$32M
|
| BT Wealth Management LLC |
Atlanta, GA |
Q2 2022
|
65
|
$360M
|
| BUCKHEAD CAPITAL MANAGEMENT LLC |
Atlanta, GA |
Q3 2022
|
123
|
$390M
|
| BUCKINGHAM CAPITAL MANAGEMENT INC |
New York, NY |
Q3 2020
|
1
|
$0
|
| Buckingham Capital Management, Inc. |
Dayton, OH |
Q4 2022
|
114
|
$570B
|
| Buckingham Strategic Partners |
Saint Louis, MO |
Q3 2022
|
408
|
$1.7B
|
| BUCKINGHAM STRATEGIC WEALTH, LLC |
Clayton, MO |
Q3 2022
|
611
|
$4.9B
|
| Buckley Wealth Management, LLC |
Las Vegas, NV |
Q3 2022
|
111
|
$270M
|
| Buffington Mohr McNeal |
Boise, ID |
Q4 2022
|
120
|
$430B
|
| Builders Union Fund LP |
Wilmington, DE |
Q1 2021
|
8
|
$230M
|
| Builders Union LLP |
London, United Kingdom |
Q3 2022
|
12
|
$110M
|
| Bulldog Investors, LLP |
Saddle Brook, NJ |
Q3 2022
|
331
|
$340M
|
| Bullfrog Capital GP, Ltd. |
Palo Alto, CA |
Q3 2022
|
3
|
$170M
|
| Bull Oak Capital, LLC |
San Diego, CA |
Q4 2022
|
15
|
$120B
|
| Bullseye Asset Management LLC |
Denver, CO |
Q3 2022
|
84
|
$170M
|
| Bullseye Investment Management, LLC |
Cincinnati, OH |
Q4 2022
|
47
|
$120B
|
| Bull Street Advisors, LLC |
Savannah, GA |
Q3 2022
|
89
|
$180M
|
| Burda Gesellschaft mit beschrankter Haftung |
Offenburg, Germany |
Q3 2019
|
1
|
$0
|
| Burford Capital Investment Management LLC |
Chicago, IL |
Q3 2020
|
1
|
$6.2M
|
| Burgundy Asset Management Ltd. |
Toronto, Ontario, Canada |
Q3 2022
|
110
|
$7.2B
|
| BURKE & HERBERT BANK & TRUST CO |
Alexandria, VA |
Q4 2022
|
216
|
$130M
|
| Burleson & Company, LLC |
Petaluma, CA |
Q3 2022
|
435
|
$470M
|
| BURNEY CO/ |
Reston, VA |
Q3 2022
|
628
|
$1.8B
|
| BURNHAM ASSET MANAGEMENT CORP /NY/ |
New York, NY |
Q2 2016
|
202
|
$360M
|
| BURNS J W & CO INC/NY |
Dewitt, NY |
Q4 2022
|
174
|
$550M
|
| BURRAGE CAPITAL MANAGEMENT LLC |
Boston, MA |
Q3 2021
|
1
|
$0
|
| Burren Capital Advisors Ltd |
Gibraltar |
Q3 2021
|
1
|
$0
|
| Burt Wealth Advisors |
North Bethesda, MD |
Q4 2022
|
106
|
$300M
|
| Busey Wealth Management |
Urbana, IL |
Q4 2022
|
580
|
$2.2T
|
| BUSH ODONNELL INVESTMENT ADVISORS INC |
St Louis, MO |
Q3 2018
|
26
|
$65M
|
| BUTENSKY & COHEN FINANCIAL SECURITY, INC |
Ponte Vedra Beach, FL |
Q4 2022
|
94
|
$270B
|
| Buttonwood Financial Advisors Inc. |
Baltimore, MD |
Q4 2022
|
71
|
$120B
|
| Buttonwood Financial Group, LLC |
Kansas City, MO |
Q4 2022
|
28
|
$110B
|
| BVF INC/IL |
San Francisco, CA |
Q3 2022
|
80
|
$2.4B
|
| BWCP, LP |
Dallas, TX |
Q3 2022
|
19
|
$190M
|
| BW Gestao de Investimentos Ltda. |
Sao Paulo, Brazil |
Q3 2022
|
51
|
$430M
|
| Byrne Asset Management LLC |
Kingston, NJ |
Q3 2022
|
510
|
$130M
|