| C2C Wealth Management, LLC |
Scottsdale, AZ |
Q2 2025
|
82
|
$110 M
|
| C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors |
Westlake, OH |
Q1 2025
|
349
|
$1.3 B
|
| CAAS CAPITAL MANAGEMENT LP |
New York, NY |
Q1 2025
|
469
|
$930 M
|
| Cabana LLC |
Fayetteville, AR |
Q2 2025
|
15
|
$17 M
|
| Cable Car Capital, LP |
San Francisco, CA |
Q1 2025
|
57
|
$88 M
|
| Cable Hill Partners, LLC |
Portland, OR |
Q1 2025
|
217
|
$1.0 B
|
| CABOT WEALTH MANAGEMENT INC |
Salem, MA |
Q1 2025
|
127
|
$780 M
|
| Cabot-Wellington, LLC |
Boston, MA |
Q1 2025
|
5
|
$270 M
|
| Cache Advisors, LLC |
San Francisco, CA |
Q1 2025
|
81
|
$260 M
|
| CacheTech Inc. |
Logan, UT |
Q1 2025
|
159
|
$510 M
|
| CACTI ASSET MANAGEMENT LLC |
Atlanta, GA |
Q2 2025
|
76
|
$1.4 B
|
| CADEN CAPITAL PARTNERS, LP |
Santa Monica, CA |
Q1 2025
|
12
|
$320 M
|
| Cadence Bank |
Tupelo, MS |
Q1 2025
|
584
|
$1.4 B
|
| CADENCE BANK NA |
Birmingham, AL |
Q3 2022
|
58
|
$16 M
|
| Cadence Capital Management LLC |
Boston, MA |
Q3 2020
|
277
|
$410 M
|
| Cadence Wealth Management LLC |
Westborough, MA |
Q1 2025
|
45
|
$140 M
|
| Cadent Capital Advisors, LLC |
Tulsa, OK |
Q2 2025
|
174
|
$310 M
|
| CADIAN CAPITAL MANAGEMENT, LP |
New York, NY |
Q1 2025
|
30
|
$2.3 B
|
| CADINHA & CO LLC |
Honolulu, HI |
Q1 2025
|
99
|
$470 M
|
| Caerus Global Investors LLC |
New York, NY |
Q3 2015
|
27
|
$37 M
|
| Caerus Investment Advisors, LLC |
West Lake Hills, TX |
Q1 2025
|
30
|
$100 M
|
| CAERUS INVESTORS, LLC |
New York, NY |
Q2 2019
|
1
|
$0
|
| CA Family Wealth, LLC |
Beverly Hills, CA |
Q1 2020
|
1
|
$0
|
| CAHABA WEALTH MANAGEMENT, INC. |
Atlanta, GA |
Q2 2025
|
155
|
$1.3 B
|
| CAHILL FINANCIAL ADVISORS INC |
Edina, MN |
Q1 2025
|
306
|
$740 M
|
| Cahill Wealth Management, LLC |
Portage, MI |
Q1 2025
|
49
|
$200 M
|
| Cai Capital Management, Inc. |
New York, NY |
Q3 2014
|
1
|
$0
|
| Cairn Investment Group, Inc. |
Vancouver, WA |
Q2 2025
|
68
|
$190 M
|
| CAISSE DE DEPOT ET PLACEMENT DU QUEBEC |
Montreal, Quebec |
Q1 2025
|
591
|
$48 B
|
| CAISSE DES DEPOTS ET CONSIGNATIONS |
Paris, France |
Q1 2025
|
205
|
$2.1 B
|
| Caitlin John, LLC |
Brighton, MI |
Q2 2025
|
234
|
$110 M
|
| Caitong International Asset Management Co., Ltd |
Hong Kong |
Q1 2025
|
2,122
|
$130 M
|
| Calamos Advisors LLC |
Naperville, IL |
Q1 2025
|
987
|
$23 B
|
| Calamos Wealth Management LLC |
Naperville, IL |
Q1 2025
|
331
|
$2.0 B
|
| Caldera Capital, LLC |
Dallas, TX |
Q1 2020
|
13
|
$18 M
|
| Caldwell Investment Management Ltd. |
Toronto, Ontario, Canada |
Q1 2025
|
31
|
$130 M
|
| CALDWELL & ORKIN INC |
Norcross, GA |
Q3 2017
|
59
|
$98 M
|
| CALDWELL SUTTER CAPITAL, INC. |
Sausalito, CA |
Q2 2025
|
860
|
$220 M
|
| CALEDONIA INVESTMENTS PLC |
London England, United Kingdom |
Q2 2025
|
15
|
$1.0 B
|
| Caledonia (Private) Investments Pty Ltd |
Sydney Nsw, Australia |
Q1 2025
|
16
|
$6.1 B
|
| CALIBER WEALTH MANAGEMENT, LLC |
Orem, UT |
Q1 2024
|
60
|
$190 M
|
| Caliber Wealth Management, LLC / KS |
Overland Park, KS |
Q1 2025
|
254
|
$730 M
|
| CALIFORNIA FIRST LEASING CORP |
Newport Beach, CA |
Q1 2025
|
44
|
$230 M
|
| California Public Employees Retirement System |
Sacramento, CA |
Q1 2025
|
1,118
|
$140 B
|
| CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM |
West Sacramento, CA |
Q1 2025
|
3,055
|
$81 B
|
| Caligan Partners LP |
New York, NY |
Q1 2025
|
16
|
$480 M
|
| Calixto Global Investors, LP |
Coral Gables, FL |
Q4 2024
|
6
|
$31 M
|
| Callahan Advisors, LLC |
Houston, TX |
Q1 2025
|
162
|
$1.0 B
|
| Callan Capital, LLC |
La Jolla, CA |
Q1 2025
|
373
|
$1.4 B
|
| Callan Family Office, LLC |
Radnor, PA |
Q1 2025
|
543
|
$1.3 B
|
| Callodine Capital Management, LP |
Boston, MA |
Q1 2025
|
68
|
$600 M
|
| CALL TO ACTION FOUNDATION |
Salt Lake City, UT |
Q1 2025
|
1
|
$470 M
|
| CALTON & ASSOCIATES, INC. |
Tampa, FL |
Q1 2025
|
340
|
$440 M
|
| Calvert Investment Management, Inc. |
Bethesda, MD |
Q3 2017
|
1
|
$0
|
| Calypso Capital Management, LP |
New York, NY |
Q4 2014
|
27
|
$45 M
|
| Camarda Financial Advisors, LLC |
Fleming Island, FL |
Q1 2025
|
97
|
$220 M
|
| Camber Capital Management LP |
Boston, MA |
Q1 2025
|
32
|
$2.8 B
|
| CAMBIAR INVESTORS LLC |
Denver, CO |
Q1 2025
|
154
|
$2.4 B
|
| Cambria Investment Management, L.P. |
Manhattan Beach, CA |
Q1 2025
|
387
|
$1.4 B
|
| Cambrian Capital Limited Partnership |
San Francisco, CA |
Q4 2019
|
25
|
$51 M
|
| Cambridge Advisors Inc. |
Omaha, NE |
Q2 2025
|
168
|
$480 M
|
| CAMBRIDGE ASSOCIATES LLC /MA/ /ADV |
Boston, MA |
Q1 2025
|
48
|
$3.5 B
|
| CAMBRIDGE ASSOCIATES LTD LLC/ENGLAND/ /ADV |
Boston, MA |
Q3 2015
|
2
|
$7.0 M
|
| Cambridge Financial Group, Inc. |
Columbus, OH |
Q1 2025
|
33
|
$230 M
|
| Cambridge Investment Research Advisors, Inc. |
Fairfield, IA |
Q1 2025
|
3,495
|
$30 B
|
| CAMBRIDGE TRUST CO |
Boston, MA |
Q1 2024
|
900
|
$2.6 B
|
| CAMDEN ASSET MANAGEMENT L P /CA |
Los Angeles, CA |
Q1 2025
|
90
|
$3.7 B
|
| CAMDEN NATIONAL BANK |
Camden, ME |
Q1 2025
|
253
|
$670 M
|
| CAMDEN NATIONAL CORP |
Camden, ME |
Q1 2021
|
217
|
$500 M
|
| Camelot Capital Partners, LLC |
Laguna Beach, CA |
Q1 2025
|
1
|
$430 M
|
| Camelot Portfolios, LLC |
Maumee, OH |
Q2 2025
|
206
|
$170 M
|
| CAMELOT TECHNOLOGY ADVISORS, INC. |
San Francisco, CA |
Q2 2025
|
51
|
$120 M
|
| CAMG Solamere Management, LLC |
Charlotte, NC |
Q3 2021
|
83
|
$120 M
|
| CAMPBELL CAPITAL MANAGEMENT INC |
Miami, FL |
Q1 2025
|
60
|
$170 M
|
| Campbell & CO Investment Adviser LLC |
Baltimore, MD |
Q1 2025
|
992
|
$1.3 B
|
| Campbell Deegan Wealth Management, LLC |
Richmond, VA |
Q1 2025
|
41
|
$87 M
|
| CAMPBELL NEWMAN ASSET MANAGEMENT INC |
Milwaukee, WI |
Q2 2025
|
106
|
$1.3 B
|
| Campbell Wealth Management |
Alexandria, VA |
Q4 2024
|
97
|
$1.1 B
|
| Campion Asset Management |
Falls Church, VA |
Q2 2025
|
80
|
$130 M
|
| Camrose Capital Investment Partners LLP |
London, United Kingdom |
Q1 2025
|
9
|
$280 M
|
| Canaan Partners IX LLC |
Menlo Park, CA |
Q3 2024
|
1
|
$0
|
| Canaan Partners VIII LLC |
Westport, CT |
Q4 2019
|
2
|
$31 M
|
| Canaan Partners VII LLC |
Westport, CT |
Q3 2017
|
1
|
$32 M
|
| Canaan Partners XI LLC |
Menlo Park, CA |
Q2 2025
|
4
|
$170 M
|
| Canaan Partners X LLC |
Menlo Park, CA |
Q3 2023
|
2
|
$75 M
|
| CANADA LIFE ASSURANCE Co |
Winnipeg, Manitoba |
Q1 2025
|
2,174
|
$57 B
|
| CANADA PENSION PLAN INVESTMENT BOARD |
Toronto Ontario, Ontario, Canada |
Q1 2025
|
1,297
|
$100 B
|
| Canada Post Corp Registered Pension Plan |
Toronto, Canada |
Q1 2025
|
48
|
$230 M
|
| Canal Capital Management, LLC |
Richmond, VA |
Q4 2024
|
171
|
$620 M
|
| Canal Insurance CO |
Greenville, SC |
Q1 2025
|
89
|
$420 M
|
| CANANDAIGUA NATIONAL BANK & TRUST CO |
Canandaigua, NY |
Q2 2025
|
310
|
$1.1 B
|
| CANANDAIGUA NATIONAL CORP |
Canandaigua, NY |
Q4 2022
|
252
|
$590 M
|
| Canandaigua National Trust Co of Florida |
Canandaigua, NY |
Q2 2025
|
122
|
$140 M
|
| Candelo Capital Management LP |
New York, NY |
Q1 2025
|
26
|
$120 M
|
| Candlestick Capital Management LP |
Greenwich, CT |
Q1 2025
|
74
|
$4.8 B
|
| Candlewood Investment Group, LP |
Rye, NY |
Q3 2018
|
2
|
$10 M
|
| Candriam S.C.A. |
Strassen, Luxembourg, Luxembourg |
Q1 2025
|
799
|
$16 B
|
| CANERECTOR INC |
Toronto, Ontario, Canada |
Q2 2025
|
10
|
$180 M
|
| CANNAE HOLDINGS, INC. |
Las Vegas, NV |
Q2 2025
|
5
|
$820 M
|
| CANNELL CAPITAL LLC |
Alta, WY |
Q1 2025
|
51
|
$300 M
|
| Cannell & Co. |
New York, NY |
Q4 2023
|
269
|
$3.2 B
|
| Cannell & Spears LLC |
New York, NY |
Q1 2025
|
390
|
$4.6 B
|
| Cannon Advisors, Inc. |
Charlotte, NC |
Q1 2025
|
60
|
$110 M
|
| Cannon Financial Strategists, Inc. |
Athens, GA |
Q1 2025
|
96
|
$580 M
|
| Cannon Global Investment Management, LLC |
Davie, FL |
Q1 2025
|
78
|
$57 M
|
| Cannon Wealth Management Services, LLC |
Winston Salem, NC |
Q1 2025
|
76
|
$110 M
|
| Canoe Financial LP |
Calgary, Alberta |
Q2 2025
|
108
|
$7.0 B
|
| Canopy Partners, LLC |
Cincinnati, OH |
Q1 2025
|
217
|
$260 M
|
| Cantab Capital Partners LLP |
Cambridge, United Kingdom |
Q3 2017
|
568
|
$700 M
|
| Cantillon Capital Management LLC |
New York, NY |
Q1 2025
|
74
|
$15 B
|
| Canton Hathaway, LLC |
Providence, RI |
Q1 2025
|
271
|
$490 M
|
| CANTOR FITZGERALD INVESTMENT ADVISORS L.P. |
New York, NY |
Q2 2025
|
187
|
$1.4 B
|
| CANTOR FITZGERALD, L. P. |
New York, NY |
Q1 2025
|
373
|
$4.8 B
|
| Canvas GP 1, L.L.C. |
Portola Valley, CA |
Q4 2021
|
1
|
$95 M
|
| Canvas Wealth Advisors, LLC |
Shawnee, KS |
Q1 2025
|
180
|
$390 M
|
| CANYON CAPITAL ADVISORS LLC |
Dallas, TX |
Q1 2025
|
14
|
$700 M
|
| Capasso Planning Partners LLC |
Charleston, SC |
Q1 2025
|
99
|
$240 M
|
| Capco Asset Management, LLC |
Tampa, FL |
Q1 2025
|
18
|
$420 M
|
| Cape Ann Asset Management Ltd |
London, United Kingdom |
Q1 2025
|
7
|
$160 M
|
| CAPE ANN SAVINGS BANK |
Gloucester, MA |
Q1 2025
|
92
|
$160 M
|
| CAPE COD FIVE CENTS SAVINGS BANK |
Orleans, MA |
Q4 2024
|
305
|
$1.1 B
|
| Cape Investment Advisory, Inc. |
Mcdonough, GA |
Q1 2025
|
1,135
|
$250 M
|
| Capital Advantage, Inc. |
Walnut Creek, CA |
Q2 2025
|
139
|
$630 M
|
| CAPITAL ADVISORS INC/OK |
Tulsa, OK |
Q1 2025
|
311
|
$5.0 B
|
| Capital Advisors, Ltd. LLC |
Shaker Heights, OH |
Q1 2025
|
1,508
|
$760 M
|
| Capital Advisors Wealth Management, LLC |
Yakima, WA |
Q1 2025
|
181
|
$570 M
|
| Capital Advisory Group Advisory Services, LLC |
Phoenix, AZ |
Q2 2025
|
173
|
$280 M
|
| Capital Analysts, LLC |
Fort Washington, PA |
Q1 2025
|
1,745
|
$2.7 B
|
| Capital Asset Advisory Services LLC |
Williamston, MI |
Q2 2025
|
271
|
$2.1 B
|
| Capital A Wealth Management, LLC |
New Castle, PA |
Q1 2025
|
709
|
$95 M
|
| Capital Bank & Trust Co |
Irvine, CA |
Q3 2022
|
1
|
$0
|
| CAPITAL CITY TRUST CO/FL |
Tallahassee, FL |
Q1 2025
|
199
|
$360 M
|
| CAPITAL COUNSEL LLC/NY |
New York, NY |
Q1 2025
|
56
|
$2.3 B
|
| Capital CS Group, LLC |
Irvine, CA |
Q2 2025
|
65
|
$62 M
|
| Capital Directions Investment Advisors, LLC |
Atlanta, GA |
Q4 2022
|
240
|
$270 M
|
| Capital Financial Services, LLC |
Clifton Park, NY |
Q4 2022
|
79
|
$72 M
|
| CAPITAL FUND MANAGEMENT S.A. |
Paris, France |
Q1 2025
|
1,937
|
$35 B
|
| CAPITAL GROUP INVESTMENT MANAGEMENT PTE. LTD. |
Raffles Quay, Singapore |
Q1 2025
|
140
|
$490 M
|
| Capital Group Private Client Services, Inc. |
Los Angeles, CA |
Q1 2025
|
275
|
$10 B
|
| CAPITAL GROWTH MANAGEMENT LP |
Boston, Ma 02110, MA |
Q3 2020
|
46
|
$960 M
|
| CAPITAL GROWTH MANAGEMENT LP |
Boston, MA |
Q3 2022
|
50
|
$760 M
|
| CAPITAL GUARDIAN TRUST CO |
Los Angeles, CA |
Q2 2019
|
228
|
$7.4 B
|
| Capital Impact Advisors, LLC |
Boston, MA |
Q1 2025
|
30
|
$260 M
|
| Capital Innovations LLC |
Pewaukee, WI |
Q1 2020
|
5
|
$670 k
|
| CAPITAL INSIGHT PARTNERS, LLC |
Scottsdale, AZ |
Q2 2025
|
162
|
$580 M
|
| Capital International, Inc./CA/ |
Los Angeles, CA |
Q1 2025
|
307
|
$8.2 B
|
| Capital International Investors |
Los Angeles, CA |
Q1 2025
|
441
|
$510 B
|
| CAPITAL INTERNATIONAL LTD /CA/ |
Los Angeles, CA |
Q1 2025
|
146
|
$2.3 B
|
| CAPITAL INTERNATIONAL SARL |
Los Angeles, CA |
Q1 2025
|
288
|
$4.4 B
|
| Capital Investment Advisors, LLC |
Atlanta, GA |
Q2 2025
|
702
|
$5.6 B
|
| Capital Investment Advisory Services, LLC |
Raleigh, NC |
Q1 2025
|
1,000
|
$1.1 B
|
| Capital Investment Counsel, Inc |
Raleigh, NC |
Q1 2025
|
244
|
$670 M
|
| Capital Investment Counsel, LLC |
Denver, CO |
Q1 2025
|
120
|
$600 M
|
| Capital Investment Services of America, Inc. |
Milwaukee, WI |
Q1 2025
|
77
|
$990 M
|
| Capital Management Associates, Inc |
Minneapolis, MN |
Q1 2025
|
129
|
$440 M
|
| CAPITAL MANAGEMENT ASSOCIATES /NY/ |
New York, NY |
Q1 2025
|
40
|
$51 M
|
| CAPITAL MANAGEMENT CORP /VA |
Glen Allen, VA |
Q1 2025
|
78
|
$580 M
|
| Capital Markets Trading UK LLP |
London, United Kingdom |
Q1 2025
|
304
|
$5.3 B
|
| Capital Market Strategies LLC |
Palm Beach Gardens, FL |
Q2 2025
|
139
|
$140 M
|
| CAPITAL ONE FINANCIAL CORP |
Mclean, VA |
Q1 2022
|
91
|
$140 M
|
| Capital One, National Association |
New York, NY |
Q4 2019
|
314
|
$760 M
|
| Capital Planning Advisors, LLC |
Roseville, CA |
Q1 2025
|
135
|
$650 M
|
| CAPITAL & PLANNING, LLC |
Jonesboro, GA |
Q1 2025
|
34
|
$130 M
|
| Capital Planning LLC |
Bellevue, WA |
Q1 2025
|
95
|
$360 M
|
| Capital Research Global Investors |
Los Angeles, CA |
Q1 2025
|
456
|
$460 B
|
| Capital Returns Management, LLC |
New York, NY |
Q3 2020
|
12
|
$39 M
|
| Capital Square, LLC |
Chattanooga, TN |
Q1 2025
|
191
|
$170 M
|
| Capital Today Evergreen Fund, L.P. |
Grand Cayman, Cayman Islands |
Q1 2025
|
3
|
$330 M
|
| Capital Wealth Alliance, LLC |
Scottsdale, AZ |
Q1 2025
|
72
|
$170 M
|
| CAPITAL WEALTH MANAGEMENT, LLC |
W. Warwick, RI |
Q2 2025
|
38
|
$270 M
|
| Capital Wealth Planning, LLC |
Naples, FL |
Q1 2025
|
172
|
$12 B
|
| Capital World Investors |
Los Angeles, CA |
Q1 2025
|
552
|
$620 B
|
| Capital Z Partners Management, LLC |
New York, NY |
Q3 2017
|
1
|
$47 M
|
| Capitol Family Office, Inc. |
Beaverton, OR |
Q1 2025
|
48
|
$71 M
|
| Capitolis Advisors LLC |
New York, NY |
Q3 2023
|
1
|
$0
|
| Capitolis Liquid Global Markets LLC |
New York, NY |
Q1 2025
|
214
|
$11 B
|
| CAP Partners, LLC |
Franklin, TN |
Q1 2025
|
129
|
$140 M
|
| Capricorn Fund Managers Ltd |
London, United Kingdom |
Q1 2025
|
49
|
$190 M
|
| Capricorn Investment Group LLC |
Palo Alto, CA |
Q1 2025
|
7
|
$460 M
|
| CAPRIN ASSET MANAGEMENT LLC /ADV |
Henrico, VA |
Q4 2022
|
21
|
$64 M
|
| Caprock Group, LLC |
Boise, ID |
Q1 2025
|
1,074
|
$3.3 B
|
| CAPSTONE ASSET MANAGEMENT CO |
Houston, TX |
Q2 2017
|
1,595
|
$3.6 B
|
| CAPSTONE CAPITAL LLC |
Henderson, NV |
Q2 2025
|
22
|
$140 M
|
| Capstone Financial Advisors, Inc. |
Downers Grove, IL |
Q1 2025
|
158
|
$1.6 B
|
| Capstone Financial Group, Inc. |
Oklahoma City, OK |
Q3 2020
|
156
|
$130 M
|
| CAPSTONE INVESTMENT ADVISORS, LLC |
New York, NY |
Q1 2025
|
1,317
|
$38 B
|
| Capstone Investment Advisors (Netherlands), B.V. |
New York, NY |
Q2 2017
|
127
|
$29 M
|
| Capstone Triton Financial Group, LLC |
Oklahoma City, OK |
Q4 2024
|
107
|
$160 M
|
| Capstone Wealth Management Group LLC |
Bend, OR |
Q2 2025
|
107
|
$140 M
|
| CAPSTONE WEALTH MANAGEMENT GROUP, LLC |
Dunmore, PA |
Q1 2025
|
67
|
$180 M
|
| Capstone Wealth Management, LLC |
Tuscaloosa, AL |
Q2 2025
|
48
|
$110 M
|
| Caption Management, LLC |
Oklahoma City, OK |
Q1 2025
|
1,439
|
$10 B
|
| CAPTRUST FINANCIAL ADVISORS |
Raleigh, NC |
Q1 2025
|
2,351
|
$40 B
|
| Capula Management Ltd |
Grand Cayman, Cayman Islands |
Q1 2025
|
860
|
$18 B
|
| CapWealth Advisors, LLC |
Franklin, TN |
Q1 2025
|
100
|
$920 M
|
| Carbahal Olsen Financial Services Group, LLC |
Davis, CA |
Q1 2025
|
34
|
$110 M
|
| CARBONADO CAPITAL |
New York, NY |
Q4 2018
|
10
|
$150 M
|
| Cardan Capital Partners, LLC |
Denver, CO |
Q3 2021
|
243
|
$890 M
|
| Cardano Risk Management B.V. |
Rotterdam, Netherlands |
Q4 2024
|
23
|
$6.5 B
|
| CARDEROCK CAPITAL MANAGEMENT INC |
Chevy Chase, MD |
Q2 2025
|
139
|
$390 M
|
| CARDIFF PARK ADVISORS, LLC |
Carlsbad, CA |
Q1 2025
|
347
|
$1.0 B
|
| Cardinal Capital Management |
Raleigh, NC |
Q2 2025
|
128
|
$680 M
|
| Cardinal Capital Management, Inc. |
Winnipeg, Manitoba |
Q2 2025
|
68
|
$3.2 B
|
| CARDINAL CAPITAL MANAGEMENT LLC /CT |
Greenwich, CT |
Q3 2024
|
1
|
$0
|
| Cardinal Point Capital Management ULC |
Toronto, Ontario, Canada |
Q1 2025
|
179
|
$1.1 B
|
| Cardinal Point Wealth Management LLC |
Irvine, CA |
Q3 2021
|
42
|
$210 M
|
| Cardinal Point Wealth Management Partners, LLC |
Irvine, CA |
Q1 2023
|
1
|
$0
|
| Cardinal Strategic Wealth Guidance |
Louisville, KY |
Q1 2025
|
64
|
$310 M
|
| CARILLON TOWER ADVISERS, INC. |
St. Petersburg, FL |
Q4 2020
|
471
|
$16 B
|
| Carl Domino Inc |
West Palm Beach, FL |
Q3 2017
|
115
|
$82 M
|
| Carl P. Sherr & Co., LLC |
Worcester, MA |
Q1 2025
|
117
|
$180 M
|
| Carlsbad Wealth Advisory Group, Inc. |
Carlsbad, CA |
Q2 2023
|
45
|
$160 M
|
| Carlson Capital, L.P. |
Dallas, TX |
Q1 2025
|
40
|
$260 M
|
| Carlson Capital Management |
Northfield, MN |
Q4 2024
|
112
|
$2.3 B
|
| CARL STUART INVESTMENT ADVISOR, INC |
Austin, TX |
Q1 2025
|
16
|
$180 M
|
| Carlton Hofferkamp & Jenks Wealth Management, LLC |
The Woodlands, TX |
Q1 2025
|
133
|
$240 M
|
| Carlyle Group Inc. |
Washington, DC |
Q1 2025
|
23
|
$3.8 B
|
| Carmel Capital Management L.L.C. |
Carmel, CA |
Q1 2025
|
25
|
$250 M
|
| Carmel Capital Partners, LLC |
San Diego, CA |
Q1 2025
|
150
|
$250 M
|
| Carmenna Advisors LLC |
Miami Beach, FL |
Q1 2025
|
1
|
$0
|
| Carmichael Hill & Associates, Inc. |
Gaithersburg, MD |
Q3 2024
|
776
|
$280 M
|
| Carmignac Gestion |
Paris, France |
Q1 2025
|
152
|
$6.1 B
|
| Carnegie Investment Counsel |
Pepper Pike, OH |
Q1 2025
|
482
|
$4.2 B
|
| Carnegie Lake Advisors LLC |
Princeton, NJ |
Q1 2025
|
162
|
$250 M
|
| CARNEGIE MELLON UNIVERSITY |
Pittsburgh, PA |
Q1 2025
|
6
|
$130 M
|
| Carnick & Kubik, LLC |
Colorado Springs, CO |
Q1 2016
|
1,014
|
$330 M
|
| Carolina Energy Hedging Ltd Co |
Greenville, SC |
Q3 2014
|
1
|
$0
|
| CAROLINAS WEALTH CONSULTING LLC |
Charlotte, NC |
Q4 2024
|
1,056
|
$510 M
|
| Carolina Wealth Advisors, LLC |
Myrtle Beach, SC |
Q1 2025
|
284
|
$190 M
|
| Carrera Capital Advisors |
Troy, MI |
Q1 2025
|
148
|
$450 M
|
| CARRET ASSET MANAGEMENT, LLC |
New York, NY |
Q1 2025
|
275
|
$890 M
|
| Carr Financial Group Corp |
Worcester, MA |
Q2 2025
|
187
|
$340 M
|
| Carrhae Capital LLP |
London, United Kingdom |
Q1 2025
|
24
|
$1.4 B
|
| Carroll Financial Associates, Inc. |
Charlotte, NC |
Q4 2021
|
1,788
|
$1.9 B
|
| Carroll Investors, Inc |
Mt Pleasant, SC |
Q1 2025
|
29
|
$150 M
|
| CARRONADE CAPITAL MANAGEMENT, LP |
Darien, CT |
Q1 2025
|
31
|
$1.7 B
|
| Carson Advisory Inc. |
Athens, GA |
Q1 2025
|
164
|
$150 M
|
| CarsonAllaria Wealth Management, Ltd. |
Glen Carbon, IL |
Q1 2025
|
367
|
$170 M
|
| Cartenna Capital, LP |
Stamford, CT |
Q1 2025
|
37
|
$1.6 B
|
| Carter Financial Group, INC. |
Barrington, IL |
Q1 2022
|
60
|
$75 M
|
| Cartica Management, LLC |
Washington, DC |
Q1 2023
|
1
|
$21 M
|
| Carve CapitalAB |
Stockholm, Sweden |
Q4 2020
|
1
|
$0
|
| CARY STREET PARTNERS ASSET MANAGEMENT LLC |
Richmond, VA |
Q3 2024
|
209
|
$760 M
|
| CARY STREET PARTNERS FINANCIAL LLC |
Richmond, VA |
Q1 2025
|
1,331
|
$3.2 B
|
| CARY STREET PARTNERS INVESTMENT ADVISORY LLC |
Richmond, VA |
Q1 2025
|
2,915
|
$170 M
|
| Casablanca Capital LP |
New York, NY |
Q4 2015
|
1
|
$11 M
|
| Cascabel Management LP |
New York, NY |
Q3 2015
|
24
|
$6.7 M
|
| Cascade Financial Partners, LLC |
San Diego, CA |
Q1 2025
|
242
|
$790 M
|
| Cascade Investment Advisors, Inc. |
Oregon City, OR |
Q1 2025
|
113
|
$150 M
|
| CASCADE INVESTMENT GROUP, INC. |
Colorado Springs, CO |
Q1 2025
|
131
|
$130 M
|
| Cascades Capital Asset Management, LLC |
Greensboro, NC |
Q1 2025
|
143
|
$190 M
|
| Cascade Wealth Advisors, Inc |
Wenatchee, WA |
Q1 2025
|
41
|
$140 M
|
| Cascadia Advisory Services, LLC |
Portland, OR |
Q3 2021
|
246
|
$490 M
|
| Casdin Capital, LLC |
New York, NY |
Q1 2025
|
44
|
$1.2 B
|
| CAS Investment Partners, LLC |
Westport, CT |
Q1 2025
|
4
|
$1.5 B
|
| CASPIAN CAPITAL LP |
New York, NY |
Q3 2024
|
5
|
$73 M
|
| Cassaday & Co Inc. |
Mclean, VA |
Q4 2021
|
34
|
$1.1 B
|
| Cassaday & Co Wealth Management LLC |
Mclean, VA |
Q1 2025
|
317
|
$3.6 B
|
| Cassady Schiller Wealth Management, LLC |
Cincinnati, OH |
Q4 2024
|
1,148
|
$270 M
|
| Cassia Capital Partners, LLC |
Winston Salem, NC |
Q2 2025
|
56
|
$170 M
|
| Castalian Partners, LLC |
Excelsior, MN |
Q1 2025
|
9
|
$350 M
|
| Castellan Group |
Louisville, KY |
Q1 2025
|
65
|
$360 M
|
| CASTINE CAPITAL MANAGEMENT, LLC |
Boston, MA |
Q3 2020
|
1
|
$0
|
| CastleArk Alternatives, LLC |
Chicago, IL |
Q3 2022
|
29
|
$12 M
|
| CASTLEARK MANAGEMENT LLC |
Chicago, IL |
Q1 2025
|
280
|
$2.9 B
|
| Castle Creek Arbitrage, LLC |
Avon, CO |
Q4 2023
|
1
|
$0
|
| CASTLE CREEK CAPITAL PARTNERS IV, LP |
Rancho Santa Fe, CA |
Q3 2020
|
1
|
$28 M
|
| Castle Creek Capital Partners VI, LP |
San Diego, CA |
Q1 2025
|
2
|
$49 M
|
| Castle Financial & Retirement Planning Associates, Inc. |
Fair Haven, NJ |
Q4 2021
|
235
|
$29 M
|
| Castle Hook Partners LP |
New York, NY |
Q1 2025
|
37
|
$9.7 B
|
| CASTLEKEEP INVESTMENT ADVISORS LLC |
Westport, CT |
Q1 2025
|
85
|
$190 M
|
| CastleKnight Management LP |
New York, NY |
Q1 2025
|
352
|
$2.5 B
|
| CASTLELAKE L.P. |
Minneapolis, MN |
Q3 2021
|
1
|
$49 M
|
| Castle Ridge Investment Management LP |
Greenwich, CT |
Q3 2017
|
19
|
$100 M
|
| CASTLEROCK ASSET MANAGEMENT INC |
New York, NY |
Q3 2014
|
23
|
$12 M
|
| Castle Rock Wealth Management, LLC |
Walnut Creek, CA |
Q1 2025
|
225
|
$370 M
|
| Castleton Investment Management LLC |
Stamford, CT |
Q3 2020
|
1
|
$10 M
|
| Castleview Partners, LLC |
Dallas, TX |
Q2 2025
|
172
|
$160 M
|
| CASTLE WEALTH MANAGEMENT LLC |
Boynton Beach, FL |
Q1 2025
|
126
|
$260 M
|
| Catalina Capital Group, LLC |
Torrance, CA |
Q1 2025
|
181
|
$150 M
|
| Catalio Capital Management, LP |
New York, NY |
Q1 2025
|
37
|
$410 M
|
| Catalus Capital Management LLC |
Greenwich, CT |
Q4 2018
|
1
|
$0
|
| Catalys Pacific, LLC |
Tokyo, Japan |
Q1 2025
|
2
|
$150 M
|
| Catalyst Capital Advisors LLC |
Huntington, NY |
Q1 2025
|
584
|
$4.9 B
|
| CATALYST FINANCIAL PARTNERS LLC |
Boston, MA |
Q1 2025
|
286
|
$540 M
|
| Catalyst Funds Management Pty Ltd |
Sydney Nsw, Australia |
Q1 2025
|
448
|
$380 M
|
| CATALYST PRIVATE WEALTH, LLC |
San Mateo, CA |
Q2 2025
|
79
|
$220 M
|
| Catalyst Wealth Management, LLC |
Atlanta, GA |
Q1 2023
|
120
|
$110 M
|
| Catamount Wealth Management |
Westport, CT |
Q1 2019
|
192
|
$180 M
|
| CATAPULT CAPITAL MANAGEMENT LLC |
New York, NY |
Q3 2015
|
151
|
$260 M
|
| CATAWBA CAPITAL MANAGEMENT /VA |
Roanoke, VA |
Q2 2018
|
210
|
$420 M
|
| Catawba River Capital |
Lake Wylie, SC |
Q1 2025
|
19
|
$160 M
|
| CATHY PARETO & ASSOCIATES, INC |
Coral Gables, FL |
Q2 2025
|
88
|
$120 M
|
| CAT ROCK CAPITAL MANAGEMENT LP |
Greenwich, CT |
Q1 2025
|
15
|
$750 M
|
| Catterton Management Company, L.L.C. |
Greenwich, CT |
Q1 2025
|
4
|
$6.5 B
|
| CAUSEWAY CAPITAL MANAGEMENT LLC |
Los Angeles, CA |
Q1 2025
|
90
|
$4.8 B
|
| Cavalane Holdings Pty Ltd |
Sydney, Australia |
Q3 2015
|
3
|
$0
|
| Cavalier Investments, LLC |
Alpharetta, GA |
Q1 2025
|
75
|
$290 M
|
| Cavalry Management Group, LLC |
San Francisco, CA |
Q3 2024
|
16
|
$22 M
|
| CAXTON ASSOCIATES LLP |
London, United Kingdom |
Q1 2025
|
740
|
$2.9 B
|
| CAXTON ASSOCIATES LP |
New York, NY |
Q4 2024
|
477
|
$3.2 B
|
| CAXTON CORP |
Princeton, NJ |
Q1 2025
|
12
|
$5.1 M
|
| Caymus Capital Partners, L.P. |
The Woodlands, TX |
Q3 2020
|
1
|
$0
|
| CAZ INVESTMENTS LP |
Houston, TX |
Q1 2025
|
27
|
$14 M
|
| CBIZ Investment Advisory Services, LLC |
Independence, OH |
Q1 2025
|
632
|
$2.0 B
|
| CBM Financial, LLC |
Austin, TX |
Q1 2025
|
13
|
$120 M
|
| CBRE INVESTMENT MANAGEMENT LISTED REAL ASSETS LLC |
Radnor, PA |
Q1 2025
|
110
|
$6.5 B
|
| CCG WEALTH MANAGEMENT, LLC |
San Diego, CA |
Q1 2025
|
75
|
$170 M
|
| CCLA Investment Management |
London, United Kingdom |
Q1 2025
|
55
|
$5.6 B
|
| CCM INVESTMENT ADVISERS LLC |
Columbia, SC |
Q2 2025
|
71
|
$930 M
|
| CCM INVESTMENT GROUP, LLC |
Northfield, MN |
Q1 2025
|
207
|
$950 M
|
| CCMP Capital GP, LLC |
New York, NY |
Q3 2024
|
1
|
$0
|
| CCMP Capital, LLC |
New York, NY |
Q4 2015
|
3
|
$1.1 B
|
| CDAM (UK) Ltd |
London, United Kingdom |
Q1 2025
|
11
|
$620 M
|
| Cedar Brook Financial Partners, LLC |
Cleveland, OH |
Q3 2024
|
3
|
$700 k
|
| CEDAR CAPITAL, LLC |
Barrington, IL |
Q3 2021
|
54
|
$55 M
|
| CEDAR HILL ASSOCIATES, LLC |
Chicago, IL |
Q4 2018
|
108
|
$260 M
|
| Cedar Mountain Advisors, LLC |
Lake Oswego, OR |
Q1 2025
|
353
|
$450 M
|
| Cedar Point Capital Partners, LLC |
Cedar Rapids, IA |
Q1 2025
|
62
|
$150 M
|
| CEDAR ROCK CAPITAL LTD |
London, United Kingdom |
Q1 2022
|
1
|
$0
|
| Cedar Wealth Management, LLC |
Walnut Creek, CA |
Q1 2025
|
195
|
$280 M
|
| Cederberg Capital Ltd |
London, United Kingdom |
Q1 2025
|
8
|
$260 M
|
| Cedrus LLC |
Littleton, CO |
Q3 2024
|
182
|
$270 M
|
| CEERA INVESTMENTS, LLC |
Bellaire, TX |
Q1 2025
|
101
|
$290 M
|
| Ceeto Capital Group, LLC |
Coral Gables, FL |
Q1 2025
|
178
|
$260 M
|
| Centaur Capital Partners, L.P. |
Southlake, TX |
Q3 2018
|
24
|
$54 M
|
| Centaurus Capital LP |
London, United Kingdom |
Q3 2014
|
1
|
$0
|
| CENTAURUS FINANCIAL, INC. |
Anaheim, CA |
Q1 2025
|
892
|
$1.7 B
|
| Centennial Bank/AR/ |
Conway, AR |
Q1 2025
|
328
|
$210 M
|
| Centennial Wealth Advisory LLC |
Traverse City, MI |
Q2 2025
|
150
|
$310 M
|
| Centenus Global Management, LP |
New York, NY |
Q2 2020
|
1
|
$0
|
| CenterBook Partners LP |
Greenwich, CT |
Q1 2025
|
466
|
$1.6 B
|
| Centerbridge Partners, L.P. |
New York, NY |
Q1 2025
|
11
|
$510 M
|
| Center Coast Capital Advisors, LP |
Houston, TX |
Q4 2017
|
45
|
$3.7 B
|
| Centered Wealth LLC dba Miller Equity Capital Advisors |
Irving, TX |
Q1 2025
|
5
|
$1.4 M
|
| Center For Asset Management LLC |
Palm Beach Gardens, FL |
Q1 2025
|
130
|
$160 M
|
| Center for Financial Planning, Inc. |
Southfied, MI |
Q1 2025
|
700
|
$780 M
|
| Center Lake Capital Management, LLC |
West Palm Beach, FL |
Q3 2024
|
8
|
$46 M
|
| Centerline Investment Partners, LP |
New York, NY |
Q3 2014
|
31
|
$110 M
|
| Centerline Wealth Advisors, LLC |
Louisville, KY |
Q2 2025
|
42
|
$200 M
|
| Centerpoint Advisors, LLC |
Needham, MA |
Q1 2025
|
407
|
$270 M
|
| Centerpoint Advisory Group |
Overland Park, KS |
Q1 2025
|
94
|
$100 M
|
| CENTERSQUARE INVESTMENT MANAGEMENT LLC |
Conshohocken, PA |
Q1 2025
|
212
|
$9.7 B
|
| CenterStar Asset Management, LLC |
Chicago, IL |
Q1 2025
|
333
|
$420 M
|
| CenterStar Fund, LLC |
Chicago, IL |
Q4 2016
|
1,569
|
$160 M
|
| Centerstone Investors, LLC |
New York, NY |
Q1 2025
|
22
|
$42 M
|
| Centerview Capital GP LLC |
Greenwich, CT |
Q3 2016
|
1
|
$0
|
| Centiva Capital, LP |
New York, NY |
Q1 2025
|
1,741
|
$3.3 B
|
| Central Asset Investments & Management Holdings (HK) Ltd |
Hong Kong |
Q1 2025
|
41
|
$59 M
|
| CENTRAL BANK OF BRAZIL |
Brasilia Df, Brazil |
Q2 2022
|
6
|
$0
|
| CENTRAL BANK & TRUST CO |
Lexington, KY |
Q2 2025
|
211
|
$610 M
|
| Central Pacific Bank - Trust Division |
Honolulu, HI |
Q2 2025
|
922
|
$780 M
|
| CENTRAL SECURITIES CORP |
New York, NY |
Q1 2025
|
27
|
$1.1 B
|
| Central Square Management LLC |
Naperville, IL |
Q3 2016
|
29
|
$57 M
|
| CENTRAL TRUST Co |
Jefferson City, MO |
Q1 2025
|
2,024
|
$4.1 B
|
| CENTRAL VALLEY ADVISORS, LLC |
Sacramento, CA |
Q2 2025
|
162
|
$290 M
|
| Centre Asset Management, LLC |
New York, NY |
Q1 2025
|
70
|
$390 k
|
| Centricity Wealth Management, LLC |
Westerville, OH |
Q2 2025
|
430
|
$130 M
|
| Centric Wealth Management |
Chicago, IL |
Q1 2025
|
175
|
$380 M
|
| Centurion Wealth Management LLC |
Mclean, VA |
Q2 2025
|
236
|
$350 M
|
| Century Capital Management, LLC |
Boston, MA |
Q2 2017
|
209
|
$580 M
|
| CenturyLink Investment Management Co |
Denver, CO |
Q2 2025
|
1
|
$100 M
|
| Cephei Capital Management (Hong Kong) Ltd |
Hong Kong |
Q3 2023
|
1
|
$0
|
| Cerberus Capital Management, L.P. |
New York, NY |
Q1 2025
|
3
|
$3.3 B
|
| Cercano Management LLC |
Bellevue, WA |
Q1 2025
|
158
|
$3.4 B
|
| Cerebellum GP, LLC |
San Francisco, CA |
Q3 2020
|
378
|
$22 M
|
| Ceredex Value Advisors LLC |
Orlando, FL |
Q1 2025
|
450
|
$4.6 B
|
| Cerity Partners LLC |
New York, NY |
Q1 2025
|
2,474
|
$49 B
|
| Cerity Partners OCIO LLC |
New York, NY |
Q1 2025
|
24
|
$1.8 B
|
| Ceros Financial Services Inc. |
Rockville, MD |
Q1 2019
|
192
|
$320 M
|
| Cerrano Capital Management LP |
New York, NY |
Q4 2018
|
1
|
$0
|
| Cerro Pacific Wealth Advisors LLC |
San Luis Obispo, CA |
Q1 2025
|
163
|
$310 M
|
| Certares Management LLC |
New York, NY |
Q1 2025
|
1
|
$24 M
|
| Certares Opportunities LLC |
New York, NY |
Q4 2021
|
1
|
$0
|
| Certified Advisory Corp |
Altamonte Springs, FL |
Q1 2025
|
295
|
$880 M
|
| CERTIOR FINANCIAL GROUP, LLC |
King Of Prussia, PA |
Q1 2025
|
117
|
$120 M
|
| CERTUITY, LLC |
North Palm Beach, FL |
Q1 2025
|
406
|
$950 M
|
| Certus Wealth Management, LLC |
Redwood City, CA |
Q1 2025
|
53
|
$150 M
|
| Ceskoslovenska Obchodni Banka a.s. |
Prague, Czech Republic |
Q3 2020
|
1
|
$0
|
| Cetera Advisor Networks LLC |
El Segundo, CA |
Q1 2024
|
1
|
$0
|
| Cetera Advisors LLC |
Denver, CO |
Q1 2024
|
1
|
$0
|
| Cetera Investment Advisers |
Schaumburg, IL |
Q1 2025
|
3,975
|
$52 B
|
| CETERA INVESTMENT MANAGEMENT LLC |
El Segundo, CA |
Q4 2017
|
1
|
$0
|
| Cetera Trust Company, N.A |
St. Paul, MN |
Q1 2025
|
373
|
$160 M
|
| Cevian Capital II GP LTD |
St. Helier, Jersey |
Q1 2025
|
3
|
$2.4 B
|
| CFC Planning Co LLC |
Cicero, IN |
Q1 2025
|
73
|
$91 M
|
| CFM WEALTH PARTNERS LLC |
Austin, TX |
Q1 2025
|
139
|
$570 M
|
| CFO4Life Group, LLC |
Coppell, TX |
Q1 2025
|
221
|
$590 M
|
| CFO4Life, L.P. |
Coppell, TX |
Q4 2022
|
176
|
$470 M
|
| CFS Investment Advisory Services, LLC |
Totowa, NJ |
Q1 2025
|
307
|
$1.1 B
|
| CFS, LLC |
Oklahoma City, OK |
Q3 2016
|
1
|
$210 k
|
| CG Asset Management LLC |
New York, NY |
Q4 2016
|
139
|
$270 M
|
| CGC Financial Services, LLC |
Lake Oswego, OR |
Q1 2025
|
337
|
$250 M
|
| CGN Advisors LLC |
Manhattan, KS |
Q2 2025
|
296
|
$1.1 B
|
| CGOV Asset Management |
Toronto, Ontario, Canada |
Q1 2018
|
49
|
$1.7 B
|
| CHAI TRUST CO LLC |
Chicago, IL |
Q1 2025
|
14
|
$1.6 B
|
| Challenger Wealth Management |
Aliso Viejo, CA |
Q1 2025
|
109
|
$130 M
|
| Champlain Investment Partners, LLC |
Burlington, VT |
Q1 2025
|
139
|
$14 B
|
| Chancellor Financial Group WB LP |
Wilkes Barre, PA |
Q1 2025
|
133
|
$120 M
|
| Chandler Asset Management, Inc. |
San Diego, CA |
Q1 2025
|
22
|
$530 M
|
| Chaney Capital Management, Inc. |
Lynnwood, WA |
Q1 2025
|
35
|
$220 M
|
| CHANNEL WEALTH LLC |
Santa Barbara, CA |
Q2 2025
|
179
|
$350 M
|
| Channing Capital Management, LLC |
Chicago, IL |
Q1 2025
|
105
|
$3.3 B
|
| Channing Global Advisors, LLC |
Miami, FL |
Q1 2025
|
47
|
$150 M
|
| Chanos & Co LP |
New York, NY |
Q3 2023
|
32
|
$320 M
|
| Chan Zuckerberg Initiative, LLC |
Redwood City, CA |
Q1 2025
|
2
|
$120 M
|
| CHAPIN DAVIS, INC. |
Baltimore, MD |
Q2 2025
|
232
|
$360 M
|
| CHAPMAN FINANCIAL GROUP, LLC |
Kailua, HI |
Q4 2024
|
228
|
$120 M
|
| Chapman Investment Management, LLC |
San Anselmo, CA |
Q1 2025
|
28
|
$130 M
|
| Chapter IV Investors, LLC |
Charlotte, NC |
Q2 2018
|
6
|
$0
|
| Chapwood Capital Investment Management, LLC |
Plano, TX |
Q4 2019
|
70
|
$99 M
|
| Charis Legacy Partners, LLC |
Bryan, TX |
Q2 2025
|
26
|
$61 M
|
| CHARLEMAGNE CAPITAL LTD |
Douglas, Isle Of Man, Isle of Man |
Q1 2017
|
50
|
$210 M
|
| Charles Carroll Financial Partners, LLC |
Kingston, MA |
Q4 2023
|
38
|
$93 M
|
| Charles-Lim Capital Ltd |
Central, Hong Kong |
Q1 2025
|
7
|
$340 M
|
| Charles River XIII GP, LLC |
Cambridge, MA |
Q2 2015
|
1
|
$110 M
|
| Charles Schwab Investment Advisory, Inc. |
San Francisco, CA |
Q4 2024
|
1
|
$0
|
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC |
San Francisco, CA |
Q1 2025
|
3,616
|
$530 B
|
| Charles Schwab Trust Bank |
Henderson, NV |
Q1 2025
|
1
|
$81 M
|
| Charles Schwab Trust Co |
Henderson, NV |
Q2 2025
|
173
|
$1.3 B
|
| CHARLES STEWART MOTT FOUNDATION |
Flint, MI |
Q3 2016
|
2
|
$4.7 M
|
| Charter Bridge Capital Management, L.P. |
New York, NY |
Q2 2015
|
1
|
$0
|
| Charter Capital Management, LLC\DE |
Brookfield, WI |
Q2 2025
|
62
|
$170 M
|
| Charter Oak Advisors LP |
New York City, NY |
Q1 2025
|
14
|
$140 M
|
| Charter Oak Capital Management, LLC |
Portsmouth, NH |
Q2 2025
|
197
|
$1.2 B
|
| Charter Oak Partners Management, L.P. |
Westport, CT |
Q3 2014
|
30
|
$130 M
|
| CHARTER RESEARCH & INVESTMENT GROUP, INC. |
Southport, CT |
Q1 2025
|
79
|
$130 M
|
| CHARTIST INC /CA/ |
Seal Beach, CA |
Q4 2024
|
25
|
$190 M
|
| CHARTWELL INVESTMENT PARTNERS, LLC |
Berywn, PA |
Q3 2024
|
782
|
$2.9 B
|
| CHARTWELL INVESTMENT PARTNERS/PA |
Berwyn, PA |
Q1 2014
|
394
|
$4.9 B
|
| CHASE INVESTMENT COUNSEL CORP |
Charlottesville, VA |
Q1 2025
|
122
|
$270 M
|
| Chatham Asset Management, LLC |
Chatham, NJ |
Q3 2023
|
1
|
$0
|
| CHATHAM CAPITAL GROUP, INC. |
Savannah, GA |
Q2 2025
|
197
|
$660 M
|
| Chautauqua Capital Management |
Boulder, CO |
Q4 2015
|
26
|
$320 M
|
| CHB Investment Group, LLC |
New Hope, PA |
Q2 2025
|
69
|
$200 M
|
| Checchi Capital Advisers, LLC |
Beverly Hills, CA |
Q1 2025
|
582
|
$1.9 B
|
| CHECK CAPITAL MANAGEMENT INC/CA |
Costa Mesa, CA |
Q1 2025
|
69
|
$3.4 B
|
| Checkpoint Capital L.P. |
San Francisco, CA |
Q1 2025
|
14
|
$180 M
|
| CHELSEA COUNSEL CO |
Los Angeles, CA |
Q2 2025
|
201
|
$200 M
|
| CHEMICAL BANK |
Detroit, MI |
Q2 2019
|
606
|
$880 M
|
| Chemistry Wealth Management LLC |
New York, NY |
Q2 2025
|
196
|
$470 M
|
| CHEMUNG CANAL TRUST CO |
Elmira, NY |
Q1 2025
|
218
|
$450 M
|
| Cherry Creek Investment Advisors, Inc. |
Englewood, CO |
Q1 2025
|
111
|
$190 M
|
| CHERRYDALE WEALTH MANAGEMENT, LLC |
Hoboken, NJ |
Q2 2025
|
75
|
$290 M
|
| Cherry Tree Wealth Management, LLC |
Minnetonka, MN |
Q1 2025
|
756
|
$410 M
|
| CHESAPEAKE ASSET MANAGEMENT LLC |
New York, NY |
Q4 2019
|
44
|
$59 M
|
| CHESAPEAKE CAPITAL CORP /IL/ |
Tampa, FL |
Q4 2024
|
165
|
$99 M
|
| CHESAPEAKE PARTNERS MANAGEMENT CO INC/MD |
Baltimore, MD |
Q2 2016
|
36
|
$670 M
|
| Chesapeake Wealth Management |
Williamsburg, VA |
Q1 2025
|
258
|
$280 M
|
| Chescapmanager LLC |
Baltimore, MD |
Q1 2025
|
30
|
$930 M
|
| Chesley Taft & Associates LLC |
Chicago, IL |
Q2 2025
|
334
|
$2.2 B
|
| Chessman Wealth Strategies RIA |
Dallas, TX |
Q4 2019
|
1
|
$210 k
|
| Cheviot Value Management, LLC |
Beverly Hills, CA |
Q1 2025
|
455
|
$810 M
|
| Chevy Chase Trust Holdings, LLC |
Bethesda, MD |
Q1 2025
|
1,146
|
$31 B
|
| Cheyne Capital Management (UK) LLP |
London, United Kingdom |
Q4 2023
|
15
|
$28 M
|
| CHI Advisors LLC |
New York, NY |
Q3 2023
|
28
|
$250 M
|
| Chicago Capital, LLC |
Chicago, IL |
Q2 2025
|
354
|
$4.1 B
|
| Chicago Capital Management, LLC |
Chicago, IL |
Q1 2025
|
47
|
$160 M
|
| CHICAGO EQUITY PARTNERS LLC |
Chicago, IL |
Q1 2020
|
647
|
$990 M
|
| Chicago Partners Investment Group LLC |
Chicago, IL |
Q1 2025
|
933
|
$3.0 B
|
| CHICAGO TRUST Co NA |
Grayslake, IL |
Q2 2025
|
701
|
$710 M
|
| Chicago Wealth Management, Inc. |
Chicago, IL |
Q1 2025
|
48
|
$190 M
|
| CHICKASAW CAPITAL MANAGEMENT LLC |
Memphis, TN |
Q2 2025
|
95
|
$2.5 B
|
| Chico Wealth RIA |
Chico, CA |
Q2 2025
|
33
|
$130 M
|
| Chieftain Capital Management, Inc. |
New York, NY |
Q1 2025
|
1
|
$0
|
| Childrens Investment Fund Management (UK) LLP |
London, United Kingdom |
Q3 2016
|
1
|
$0
|
| CHILDRESS CAPITAL ADVISORS, LLC |
Houston, TX |
Q2 2025
|
246
|
$400 M
|
| CHILTON CAPITAL MANAGEMENT LLC |
Houston, TX |
Q1 2025
|
532
|
$2.3 B
|
| CHILTON INVESTMENT CO INC. |
Stamford, CT |
Q1 2025
|
205
|
$4.1 B
|
| Chimera Capital Management LLC |
New York, NY |
Q1 2023
|
64
|
$210 M
|
| China Universal Asset Management Co., Ltd. |
Shanghai, China |
Q1 2025
|
486
|
$1.1 B
|
| Chinook Capital Management |
Lake Oswego, OR |
Q4 2013
|
50
|
$76 M
|
| CHIRON CAPITAL MANAGEMENT, LLC |
Tallahassee, FL |
Q1 2025
|
114
|
$110 M
|
| Chiron Investment Management, LLC |
New York, NY |
Q4 2024
|
86
|
$300 M
|
| Choate Investment Advisors |
Boston, MA |
Q1 2025
|
395
|
$4.0 B
|
| Choice Wealth Advisors, LLC |
Waterville, ME |
Q2 2025
|
30
|
$220 M
|
| Chokshi & Queen Wealth Advisors, Inc |
San Diego, CA |
Q1 2025
|
53
|
$160 M
|
| CHOREO, LLC |
Rockford, IL |
Q1 2025
|
1,440
|
$6.4 B
|
| Chou Associates Management Inc. |
Toronto, Ontario, Canada |
Q1 2025
|
33
|
$180 M
|
| Chris Bulman Inc |
Roseville, CA |
Q2 2025
|
120
|
$180 M
|
| Christensen, King & Associates Investment Services, Inc. |
Richland, WA |
Q2 2025
|
101
|
$220 M
|
| Christian Investment Advisors, Inc. |
New Braunfels, TX |
Q1 2025
|
12
|
$140 M
|
| Christopher J. Hasenberg, Inc |
Eau Claire, WI |
Q2 2025
|
228
|
$270 M
|
| Chronos Wealth Management, LLC |
Clearwater, FL |
Q2 2025
|
39
|
$190 M
|
| CHUBB CORP |
Warren, NJ |
Q4 2015
|
163
|
$1.2 B
|
| Chubb Ltd |
Zurich, Switzerland |
Q4 2022
|
3
|
$30 M
|
| Chung Wu Investment Group, LLC |
Sugar Land, TX |
Q1 2025
|
68
|
$84 M
|
| CHURCHILL MANAGEMENT Corp |
Los Angeles, CA |
Q2 2025
|
164
|
$9.2 B
|
| CIBC Asset Management Inc |
Toronto, Ontario, Canada |
Q1 2025
|
1,179
|
$30 B
|
| CIBC BANK USA |
Chicago, IL |
Q4 2019
|
1,278
|
$760 M
|
| CIBC Capital Markets (Europe) S.A. |
Luxembourg |
Q1 2025
|
10
|
$65 M
|
| CIBC Private Wealth Group LLC |
Atlanta, GA |
Q1 2025
|
3,531
|
$47 B
|
| CIBC WORLD MARKET INC. |
Toronto, Ontario, Canada |
Q1 2025
|
1,352
|
$47 B
|
| CIBC WORLD MARKETS CORP |
New York, NY |
Q1 2025
|
1,847
|
$13 B
|
| CIBRA Capital Ltd |
London, United Kingdom |
Q1 2025
|
25
|
$290 M
|
| CIC Wealth, LLC |
Rockville, MD |
Q3 2024
|
176
|
$390 M
|
| CIDEL ASSET MANAGEMENT INC |
Toronto, Ontario, Ontario, Canada |
Q1 2025
|
340
|
$1.5 B
|
| Cider Mill Investments LP |
Greenwich, CT |
Q1 2019
|
24
|
$72 M
|
| CIF Asset Management Ltd |
Hong Kong |
Q3 2021
|
9
|
$85 M
|
| CI Global Investments Inc. |
Toronto, Ontario, Canada |
Q3 2018
|
88
|
$6.5 B
|
| CIGNA INVESTMENTS INC /NEW |
Bloomfield, CT |
Q2 2025
|
455
|
$590 M
|
| CIGOGNE MANAGEMENT SA |
Luxembourg |
Q4 2024
|
86
|
$170 M
|
| CI INVESTMENTS INC. |
Toronto, Ontario, Canada |
Q1 2025
|
1,343
|
$24 B
|
| CIM INVESTMENT MANAGEMENT INC |
Pittsburgh, PA |
Q1 2025
|
249
|
$440 M
|
| CIM, LLC |
Albany, NY |
Q1 2025
|
159
|
$670 M
|
| CINCINNATI CASUALTY CO |
Fairfield, OH |
Q1 2025
|
24
|
$170 M
|
| CINCINNATI FINANCIAL CORP |
Cincinnati, OH |
Q1 2025
|
51
|
$4.5 B
|
| CINCINNATI INDEMNITY CO |
Fairfield, OH |
Q1 2025
|
10
|
$42 M
|
| CINCINNATI INSURANCE CO |
Fairfield, OH |
Q1 2025
|
60
|
$5.7 B
|
| CINCINNATI LIFE INSURANCE CO |
Fairfield, OH |
Q1 2025
|
1
|
$630 k
|
| Cincinnati Specialty Underwriters Insurance CO |
Fairfield, OH |
Q1 2025
|
37
|
$330 M
|
| Cinctive Capital Management LP |
New York, NY |
Q1 2025
|
300
|
$1.3 B
|
| CINQUE PARTNERS LLC |
Los Angeles, CA |
Q4 2015
|
21
|
$8.9 M
|
| Ciovacco Capital Management LLC |
Atlanta, GA |
Q1 2025
|
19
|
$140 M
|
| Cipher Capital LP |
New York, NY |
Q1 2024
|
411
|
$220 M
|
| Circle Road Advisors LP |
New York, NY |
Q2 2020
|
1
|
$0
|
| Circle Wealth Management, LLC |
Summit, NJ |
Q1 2025
|
217
|
$4.4 B
|
| Circumference Group LLC |
Little Rock, AR |
Q1 2025
|
22
|
$82 M
|
| Cisco Systems, Inc. |
San Jose, CA |
Q2 2025
|
4
|
$440 M
|
| CITADEL ADVISORS LLC |
Miami, FL |
Q1 2025
|
17,161
|
$530 B
|
| Citadel Investment Advisory, Inc. |
Chesterland, OH |
Q1 2025
|
82
|
$200 M
|
| CITIGROUP INC |
New York, NY |
Q1 2025
|
15,731
|
$200 B
|
| Citizens Business Bank |
Ontario, CA |
Q1 2025
|
191
|
$460 M
|
| CITIZENS FINANCIAL GROUP INC/RI |
Providence, RI |
Q1 2025
|
807
|
$5.1 B
|
| Citizens National Bank Trust Department |
Meridian, MS |
Q1 2025
|
400
|
$470 M
|
| CITIZENS & NORTHERN CORP |
Wellsboro, PA |
Q1 2025
|
118
|
$350 M
|
| Citrine Capital LLC |
San Francisco, CA |
Q2 2025
|
40
|
$190 M
|
| City Center Advisors, LLC |
Troy, MI |
Q2 2025
|
164
|
$93 M
|
| City Financial Investment Co Ltd |
London, United Kingdom |
Q4 2018
|
124
|
$560 M
|
| CITY HOLDING CO |
Charleston, WV |
Q2 2025
|
527
|
$760 M
|
| CITY NATIONAL BANK |
Beverly Hills, CA |
Q3 2015
|
1,648
|
$12 B
|
| CITY NATIONAL BANK OF FLORIDA /MSD |
Miami, FL |
Q1 2025
|
126
|
$110 M
|
| CITY OF LONDON INVESTMENT MANAGEMENT CO LTD |
London, United Kingdom |
Q1 2025
|
86
|
$930 M
|
| City State Bank |
Norwalk, IA |
Q1 2025
|
752
|
$300 M
|
| C-J Advisory, Inc. |
San Jose, CA |
Q3 2021
|
34
|
$190 M
|
| CJM Wealth Advisers, Ltd. |
Falls Church, VA |
Q2 2025
|
69
|
$300 M
|
| CKW FINANCIAL GROUP |
Honolulu, HI |
Q1 2025
|
196
|
$800 M
|
| Claar Advisors LLC |
New York, NY |
Q1 2025
|
19
|
$300 M
|
| Cladis Investment Advisory, LLC |
Billings, MT |
Q1 2025
|
137
|
$140 M
|
| Clal Insurance Enterprises Holdings Ltd |
Tel Aviv, Israel |
Q1 2025
|
202
|
$9.7 B
|
| Claraphi Advisory Network, LLC |
Aliso Viejo, X1 |
Q4 2022
|
157
|
$250 M
|
| Clare Market Investments LLC |
Dallas, TX |
Q2 2025
|
146
|
$450 M
|
| Claremont Financial Group, Inc. |
Claremont, CA |
Q1 2022
|
34
|
$23 M
|
| Clarendon Private LLC |
Boston, MA |
Q1 2025
|
102
|
$95 M
|
| Claren Road Asset Management, LLC |
New York, NY |
Q3 2017
|
1
|
$890 k
|
| Claret Asset Management Corp |
Montreal, Quebec |
Q1 2025
|
302
|
$690 M
|
| Clarfeld Financial Advisors, LLC |
Tarrytown, NY |
Q4 2018
|
589
|
$120 M
|
| CLARIS ADVISORS, LLC / MO / |
St. Louis, MO |
Q2 2025
|
73
|
$290 M
|
| Claris Financial LLC |
Glen Allen, VA |
Q1 2025
|
414
|
$150 M
|
| Clarity Asset Management, Inc. |
Ames, IA |
Q1 2025
|
215
|
$160 M
|
| Clarity Capital Advisors, LLC |
Lakewood Ranch, FL |
Q1 2025
|
82
|
$150 M
|
| Clarity Capital KCPS Ltd. |
Tel Aviv, Israel |
Q1 2017
|
1
|
$0
|
| Clarity Capital Partners LLC |
Newport Beach, CA |
Q1 2025
|
123
|
$250 M
|
| Clarity Financial LLC |
Houston, TX |
Q2 2025
|
111
|
$930 M
|
| Clarity Wealth Advisors, LLC |
San Jose, CA |
Q1 2025
|
95
|
$360 M
|
| Clarity Wealth Development LLC |
Corvallis, OR |
Q1 2025
|
41
|
$90 M
|
| Clarius Group, LLC |
Seattle, WA |
Q1 2025
|
482
|
$1.6 B
|
| ClariVest Asset Management LLC |
San Diego, CA |
Q3 2024
|
844
|
$980 M
|
| Clark Asset Management, LLC |
Stratham, NH |
Q1 2025
|
157
|
$600 M
|
| Clark Capital Management Group, Inc. |
Philadelphia, PA |
Q1 2025
|
425
|
$14 B
|
| CLARK ESTATES INC/NY |
New York, NY |
Q1 2025
|
94
|
$470 M
|
| CLARK FINANCIAL SERVICES GROUP INC /BD |
Chesterfield, MO |
Q1 2025
|
161
|
$140 M
|
| Clarkston Capital Partners, LLC |
Rochester, MI |
Q1 2025
|
149
|
$5.1 B
|
| Clark & Stuart, Inc |
Portland, ME |
Q1 2025
|
43
|
$140 M
|
| Claro Advisors LLC |
Boston, MA |
Q1 2025
|
510
|
$750 M
|
| Clarus Group, Inc. |
Houston, TX |
Q2 2025
|
101
|
$270 M
|
| Clarus Ventures, LLC |
Cambridge, MA |
Q3 2018
|
10
|
$430 M
|
| Clarus Wealth Advisors |
Peoria, AZ |
Q2 2025
|
87
|
$220 M
|
| Claybrook Capital, LLC |
Wellesley, MA |
Q3 2023
|
138
|
$170 M
|
| Clay Northam Wealth Management, LLC |
Huntington Beach, CA |
Q2 2025
|
92
|
$160 M
|
| Clayton, Dubilier & Rice, LLC |
New York, NY |
Q1 2025
|
2
|
$440 M
|
| Clayton Financial Group LLC |
St. Louis, MO |
Q2 2025
|
29
|
$84 M
|
| Clayton Partners LLC |
Berkeley, CA |
Q1 2025
|
33
|
$110 M
|
| Clean Energy Transition LLP |
London, United Kingdom |
Q1 2025
|
13
|
$810 M
|
| Clean Yield Group |
Norwich, VT |
Q2 2025
|
408
|
$330 M
|
| ClearAlpha Technologies LP |
Greenwich, CT |
Q1 2025
|
55
|
$160 M
|
| CLEARARC CAPITAL INC |
Cincinnati, OH |
Q4 2019
|
305
|
$260 M
|
| Clearbridge Investments, LLC |
New York, NY |
Q1 2025
|
753
|
$110 B
|
| ClearBridge Investments Ltd |
Sydney, Australia |
Q1 2025
|
25
|
$3.9 B
|
| CLEARBRIDGE, LLC |
Baltimore, MD |
Q4 2018
|
88
|
$330 M
|
| Clear Creek Financial Management, LLC |
Silverdale, WA |
Q1 2025
|
519
|
$960 M
|
| CLEARFIELD CAPITAL MANAGEMENT LP |
New York, NY |
Q1 2025
|
6
|
$76 M
|
| Clear Harbor Asset Management, LLC |
Stamford, CT |
Q2 2025
|
409
|
$1.3 B
|
| CLEAR INVESTMENT RESEARCH, LLC |
Alpharetta, GA |
Q1 2025
|
230
|
$75 M
|
| CLEARLAKE CAPITAL GROUP, L.P. |
Santa Monica, CA |
Q1 2025
|
6
|
$990 M
|
| Clearline Capital LP |
New York, NY |
Q1 2025
|
116
|
$1.7 B
|
| Clear Perspective Advisors, LLC |
Aurora, IL |
Q4 2021
|
181
|
$330 M
|
| Clear Perspectives Financial Planning, LLC |
Cincinnati, OH |
Q1 2023
|
197
|
$180 M
|
| Clear Point Advisors Inc. |
Melville, NY |
Q2 2025
|
108
|
$120 M
|
| Clear Rock Advisors, LLC |
Kerrville, TX |
Q2 2024
|
70
|
$230 M
|
| Clearshares LLC |
New York, NY |
Q4 2021
|
40
|
$130 M
|
| Clear Sky Carbon Solutions Investment Management, LLC |
Bellaire, TX |
Q1 2025
|
1
|
$0
|
| Clearstead Advisors, LLC |
Cleveland, OH |
Q1 2025
|
2,198
|
$6.4 B
|
| Clearstead Trust, LLC |
Portland, ME |
Q1 2025
|
878
|
$450 M
|
| Clear Street Derivatives LLC |
New York, NY |
Q1 2025
|
68
|
$6.3 B
|
| CLEAR STREET LLC |
New York, NY |
Q1 2025
|
580
|
$11 B
|
| Clearview Wealth Advisors LLC |
Salem, OR |
Q1 2025
|
99
|
$130 M
|
| Clearwater Capital Advisors, LLC |
Hoffman Estates, IL |
Q1 2025
|
169
|
$1.0 B
|
| Cleary Gull Holdings Inc. |
Milwaukee, WI |
Q1 2016
|
116
|
$150 M
|
| CLEARY GULL INC. |
Milwaukee, WI |
Q1 2015
|
78
|
$110 M
|
| Clermont Group |
Grand Cayman, Cayman Islands |
Q3 2023
|
1
|
$0
|
| CLG LLC |
Long Beach, CA |
Q1 2025
|
120
|
$290 M
|
| CLIENT 1ST ADVISORY GROUP, LLC |
Dunedin, FL |
Q2 2025
|
132
|
$280 M
|
| Client First Capital LLC |
San Diego, CA |
Q1 2025
|
18
|
$200 M
|
| Client First Investment Management LLC |
West Bend, WI |
Q2 2025
|
26
|
$160 M
|
| Clientfirst Wealth Management, LLC |
Little Rock, AR |
Q1 2025
|
46
|
$88 M
|
| CLIFFORD CAPITAL PARTNERS LLC |
Alpine, UT |
Q1 2025
|
45
|
$490 M
|
| Clifford Group, LLC |
Wayland, MA |
Q1 2025
|
76
|
$110 M
|
| CLIFFORD SWAN INVESTMENT COUNSEL LLC |
Pasadena, CA |
Q1 2025
|
384
|
$2.7 B
|
| Cliffwater LLC |
Marina Del Rey, CA |
Q1 2025
|
23
|
$380 M
|
| CLIFTONLARSONALLEN WEALTH ADVISORS, LLC |
Minneapolis, MN |
Q1 2025
|
195
|
$5.4 B
|
| CLIFTON PARK CAPITAL MANAGEMENT, LLC |
Wilmington, DE |
Q4 2015
|
18
|
$880 M
|
| Climber Capital SA |
Nyon, Switzerland |
Q1 2025
|
59
|
$130 M
|
| CLINTON GROUP INC |
New York, NY |
Q3 2018
|
180
|
$280 M
|
| Clio Asset Management LLC |
Charlottesville, VA |
Q2 2025
|
15
|
$130 M
|
| Close Asset Management Ltd |
London, United Kingdom |
Q1 2025
|
267
|
$3.5 B
|
| CloudAlpha Capital Management Limited/Hong Kong |
Hong Kong |
Q1 2025
|
45
|
$1.3 B
|
| Cloud Capital Management, LLC |
Seattle, WA |
Q1 2025
|
313
|
$140 M
|
| Cloud Gate Capital, LLC |
Chicago, IL |
Q4 2015
|
26
|
$71 M
|
| Clough Capital Partners L P |
Boston, MA |
Q1 2025
|
106
|
$800 M
|
| Cloverdale Capital Management, LLC |
Dallas, TX |
Q4 2020
|
1
|
$0
|
| CLOVERFIELDS CAPITAL GROUP, LP |
Minneapolis, MN |
Q1 2025
|
94
|
$300 M
|
| Clover Partners, L.P. |
Dallas, TX |
Q3 2019
|
27
|
$43 M
|
| CLOVIS CAPITAL MANAGEMENT LP |
New York, NY |
Q3 2017
|
1
|
$0
|
| CLUNE & ASSOCIATES, LTD. |
Chicago, IL |
Q1 2025
|
141
|
$330 M
|
| C M BIDWELL & ASSOCIATES LTD |
Honolulu, HI |
Q1 2025
|
439
|
$170 M
|
| CMC Financial Group |
Atlanta, GA |
Q1 2025
|
32
|
$44 M
|
| CMG Global Holdings, LLC |
Plano, TX |
Q1 2025
|
86
|
$150 M
|
| CMH Wealth Management LLC |
Portsmouth, NH |
Q2 2025
|
54
|
$430 M
|
| CM Management, LLC |
Gulf Breeze, FL |
Q1 2025
|
55
|
$100 M
|
| CMT Asset Management Ltd |
Chicago, IL |
Q1 2019
|
1
|
$1.0 M
|
| CMT Capital Markets Trading GmbH |
Chicago, IL |
Q1 2025
|
292
|
$7.5 B
|
| CMT Investments LLC |
Chicago, IL |
Q3 2023
|
1
|
$0
|
| CMT TRADING LLC |
Chicago, IL |
Q4 2019
|
12
|
$0
|
| CM WEALTH ADVISORS LLC |
Beachwood, OH |
Q1 2025
|
86
|
$310 M
|
| CNA FINANCIAL CORP |
Chicago, IL |
Q1 2025
|
14
|
$160 M
|
| CNB Bank |
Clearfield, PA |
Q1 2025
|
541
|
$200 M
|
| CNO Financial Group, Inc. |
Carmel, IN |
Q1 2025
|
11
|
$120 M
|
| Coalescence Partners Investment Management, LP |
New York, NY |
Q1 2025
|
16
|
$300 M
|
| Coann Capital LLC |
Westport, CT |
Q4 2022
|
19
|
$210 M
|
| Coastal Bridge Advisors, LLC |
Westport, CT |
Q1 2025
|
169
|
$390 M
|
| COASTAL INVESTMENT MANAGEMENT, L.P. |
Los Angeles, CA |
Q3 2021
|
12
|
$72 M
|
| COASTLAND CAPITAL LLC |
Palo Alto, CA |
Q4 2018
|
1
|
$0
|
| Coastline Trust Co |
Providence, RI |
Q2 2025
|
565
|
$870 M
|
| Coastwise Capital Group, LLC |
La Jolla, CA |
Q2 2025
|
124
|
$130 M
|
| COATUE MANAGEMENT LLC |
New York, NY |
Q1 2025
|
201
|
$23 B
|
| COBALT CAPITAL MANAGEMENT, INC. |
Short Hills, NJ |
Q1 2025
|
22
|
$200 M
|
| Cobble Hill Financial Services, INC |
Moorestown, NJ |
Q3 2014
|
53
|
$540 M
|
| Cobblestone Asset Management LLC |
Richmond, VA |
Q2 2025
|
69
|
$190 M
|
| COBBLESTONE CAPITAL ADVISORS LLC /NY/ |
Rochester, NY |
Q1 2025
|
293
|
$1.8 B
|
| COBIZ WEALTH, LLC |
Denver, CO |
Q2 2019
|
113
|
$510 M
|
| Code Waechter LLC |
Tampa, FL |
Q1 2025
|
126
|
$120 M
|
| Codex Capital Asset Management L.L.C. |
Dallas, TX |
Q1 2025
|
33
|
$210 M
|
| Codex Capital, L.L.C. |
New York, NY |
Q1 2024
|
37
|
$210 M
|
| Coe Capital Management, LLC |
Highland Park, IL |
Q2 2021
|
114
|
$110 M
|
| COERENTE CAPITAL MANAGEMENT |
Toronto, Ontario, Canada |
Q1 2025
|
38
|
$510 M
|
| CogentBlue Wealth Advisors, LLC |
Knoxville, TN |
Q2 2025
|
73
|
$130 M
|
| COGHILL CAPITAL MANAGEMENT LLC |
Chicago, IL |
Q3 2014
|
1
|
$3.6 M
|
| COGNIOS BETA NEUTRAL LARGE CAP FUND, LP |
Prairie Village, KS |
Q1 2024
|
99
|
$77 M
|
| Cognios Capital, LLC |
Leawood, KS |
Q3 2020
|
1
|
$0
|
| Cohalo Advisory LLC |
Snoqualmie, WA |
Q1 2025
|
13
|
$1.4 M
|
| Cohanzick Management, LLC |
Pleasantville, NY |
Q1 2025
|
1
|
$0
|
| Cohen Capital Management, Inc. |
Corte Madera, CA |
Q1 2025
|
151
|
$580 M
|
| Cohen & Co Financial Management, LLC |
New York, NY |
Q3 2023
|
8
|
$18 M
|
| Cohen Investment Advisors LLC |
Bedford, NH |
Q1 2025
|
78
|
$170 M
|
| Cohen Klingenstein LLC |
New York, NY |
Q2 2025
|
204
|
$3.0 B
|
| COHEN LAWRENCE B |
Boston, MA |
Q4 2023
|
6
|
$2.1 M
|
| COHEN & STEERS CAPITAL MANAGEMENT INC |
New York, NY |
Q1 2015
|
446
|
$37 B
|
| COHEN & STEERS, INC. |
New York, NY |
Q1 2025
|
445
|
$54 B
|
| Coho Partners, Ltd. |
Berwyn, PA |
Q1 2025
|
36
|
$1.7 B
|
| Coign Capital Advisors LLC |
Draper, UT |
Q1 2025
|
76
|
$130 M
|
| COLDSTREAM CAPITAL MANAGEMENT INC |
Bellevue, WA |
Q1 2025
|
3,540
|
$4.7 B
|
| Coleford Investment Management Ltd. |
Toronto, Ontario, Canada |
Q1 2025
|
20
|
$360 M
|
| Coliseum Capital Management, LLC |
Rowayton, CT |
Q1 2025
|
17
|
$1.2 B
|
| Collaborative Holdings Management LP |
New York, NY |
Q3 2024
|
1
|
$0
|
| Collaborative Wealth Managment Inc. |
Lake Mary, FL |
Q1 2025
|
173
|
$210 M
|
| Collar Capital Management, LLC |
Appleton, WI |
Q1 2025
|
68
|
$110 M
|
| COLLECTIVE FAMILY OFFICE LLC |
York, PA |
Q2 2025
|
158
|
$390 M
|
| Collier Financial |
Denver, CO |
Q1 2025
|
126
|
$120 M
|
| Colonial River Investments, LLC |
Midlothian, VA |
Q2 2025
|
223
|
$230 M
|
| Colonial Trust Advisors |
Spartanburg, SC |
Q1 2025
|
675
|
$1.1 B
|
| Colonial Trust Co / SC |
Spartanburg, SC |
Q1 2025
|
1,095
|
$640 M
|
| Colony Family Offices, LLC |
Charlotte, NC |
Q1 2025
|
70
|
$320 M
|
| COLONY GROUP LLC |
Boston, MA |
Q3 2023
|
754
|
$6.7 B
|
| Colorado Capital Management, Inc. |
Boulder, CO |
Q2 2025
|
100
|
$230 M
|
| COLRAIN CAPITAL LLC |
Boston, MA |
Q1 2025
|
24
|
$120 M
|
| COLTON GROOME FINANCIAL ADVISORS, LLC |
Asheville, NC |
Q2 2025
|
135
|
$300 M
|
| Coltrane Asset Management L.P. |
New York, NY |
Q3 2021
|
6
|
$390 M
|
| COLUMBIA ADVISORY PARTNERS LLC |
Spokane, WA |
Q1 2025
|
72
|
$120 M
|
| Columbia Asset Management |
Ann Arbor, MI |
Q2 2025
|
170
|
$510 M
|
| Columbia Capital IV, LLC |
Alexandria, VA |
Q3 2014
|
3
|
$21 M
|
| COLUMBIA CAPITAL LLC |
Fullerton, CA |
Q4 2014
|
356
|
$92 M
|
| Columbia Pacific Advisors, LLC |
Seattle, WA |
Q3 2019
|
29
|
$31 M
|
| COLUMBIA PARTNERS L.L.C. INVESTMENT MANAGEMENT |
Alexandria, VA |
Q4 2018
|
114
|
$260 M
|
| Columbia River Financial Group, LLC |
Vancouver, WA |
Q1 2025
|
124
|
$150 M
|
| Columbia Trust Co 01012016 |
Portland, OR |
Q4 2023
|
262
|
$220 M
|
| COLUMBIA WANGER ASSET MANAGEMENT LLC |
Chicago, IL |
Q4 2017
|
212
|
$6.7 B
|
| COLUMBUS CIRCLE INVESTORS |
Stamford, CT |
Q4 2020
|
126
|
$2.3 B
|
| Columbus Hill Capital Management, L.P. |
Short Hills, NJ |
Q1 2025
|
24
|
$470 M
|
| Columbus Macro, LLC |
New Castle, PA |
Q1 2025
|
201
|
$760 M
|
| COLUMBUS POINT LLP |
London, United Kingdom |
Q3 2021
|
18
|
$210 M
|
| Column Capital Advisors, LLC |
Indianapolis, IN |
Q3 2023
|
806
|
$680 M
|
| Column Group LLC |
San Francisco, CA |
Q1 2025
|
5
|
$44 M
|
| COLUMN GROUP L P |
San Francisco, CA |
Q3 2015
|
1
|
$39 M
|
| COMAC Capital LLP |
London, United Kingdom |
Q3 2014
|
1
|
$0
|
| COMERICA BANK |
Dallas, TX |
Q1 2025
|
6,301
|
$24 B
|
| COMERICA SECURITIES INC |
Detroit, MI |
Q4 2018
|
398
|
$760 M
|
| COMERICA SECURITIES,INC. |
Detroit, MI |
Q3 2023
|
448
|
$1.2 B
|
| COMGEST GLOBAL INVESTORS S.A.S. |
Paris, France |
Q1 2025
|
62
|
$5.6 B
|
| COMMERCE BANK |
Kansas City, MO |
Q1 2025
|
2,334
|
$16 B
|
| COMMERZBANK AKTIENGESELLSCHAFT /FI |
Frankfurt, Germany |
Q1 2025
|
349
|
$4.3 B
|
| COMMODORE CAPITAL LP |
New York, NY |
Q1 2025
|
31
|
$1.4 B
|
| COMMONFUND ASSET MANAGEMENT CO INC |
Wilton, CT |
Q4 2014
|
2
|
$2.5 M
|
| COMMON FUND FOR NONPROFIT ORGANIZATIONS |
Wilton, CT |
Q1 2025
|
22
|
$900 M
|
| COMMONS CAPITAL, LLC |
Needham, MA |
Q1 2025
|
97
|
$110 M
|
| Commonwealth Bank of Australia |
Sydney, Nsw, Australia |
Q3 2020
|
|
$0
|
| Commonwealth Equity Services, Inc |
Waltham, MA |
Q3 2017
|
2,565
|
$17 B
|
| COMMONWEALTH EQUITY SERVICES, LLC |
Waltham, MA |
Q1 2025
|
4,172
|
$71 B
|
| Commonwealth Financial Services, LLC |
Vienna, WV |
Q1 2025
|
200
|
$490 M
|
| COMMONWEALTH OF PENNSYLVANIA PUBLIC SCHOOL EMPLS RETRMT SYS |
Harrisburg, PA |
Q1 2025
|
1,621
|
$17 B
|
| COMMONWEALTH OPPORTUNITY CAPITAL GP LLC |
Los Angeles, CA |
Q3 2017
|
1
|
$0
|
| Commonwealth Retirement Investments LLC |
Richmond, VA |
Q1 2025
|
95
|
$250 M
|
| Commonwealth Venture (GP) Partners IV LLC |
Woburn, MA |
Q3 2018
|
1
|
$0
|
| Community Bank, N.A. |
Dewitt, NY |
Q1 2025
|
574
|
$750 M
|
| Community Bank of Raymore |
Raymore, MO |
Q1 2025
|
116
|
$120 M
|
| COMMUNITY BANK SYSTEM, INC. |
Dewitt, NY |
Q3 2014
|
534
|
$460 M
|
| Community Bank & Trust, Waco, Texas |
Waco, TX |
Q2 2025
|
143
|
$440 M
|
| Community Capital Management, LLC |
Plantation, FL |
Q3 2023
|
52
|
$63 M
|
| Community Financial Services Group, LLC |
Newport, VT |
Q2 2025
|
168
|
$500 M
|
| COMMUNITY TRUST & INVESTMENT CO |
Lexington, KY |
Q2 2025
|
252
|
$1.7 B
|
| Compagnie Lombard Odier SCmA |
1204 Geneva, Switzerland |
Q2 2025
|
618
|
$7.6 B
|
| Compass Advisory Group LLC |
Melville, NY |
Q1 2025
|
75
|
$290 M
|
| COMPASS CAPITAL CORP /MA/ /ADV |
Braintree, MA |
Q1 2025
|
186
|
$190 M
|
| COMPASS CAPITAL MANAGEMENT, INC |
Minneapolis, MN |
Q1 2025
|
35
|
$1.5 B
|
| Compass Efficient Model Portfolios, LLC |
Brentwood, TN |
Q4 2013
|
132
|
$2.7 M
|
| COMPASS FINANCIAL ADVISORS LLC |
Fort Wayne, IN |
Q3 2023
|
1
|
$0
|
| Compass Financial Group, Inc. |
Deerfield Beach, FL |
Q1 2025
|
37
|
$190 M
|
| Compass Financial Group, INC/SD |
Sioux Falls, SD |
Q1 2025
|
93
|
$530 M
|
| Compass Financial Services Inc |
West Des Moines, IA |
Q1 2025
|
291
|
$190 M
|
| COMPASS GROUP LLC |
New York, NY |
Q1 2025
|
8
|
$18 M
|
| Compass Investment Advisers LLC |
Portland, OR |
Q4 2024
|
29
|
$34 M
|
| Compass Ion Advisors, LLC |
Conshohocken, PA |
Q2 2025
|
266
|
$920 M
|
| Compass Planning Associates Inc |
Greenfield, MA |
Q1 2025
|
131
|
$99 M
|
| COMPASS ROSE ASSET MANAGEMENT, LP |
New York, NY |
Q1 2025
|
20
|
$320 M
|
| Compass Wealth Management LLC |
Guilford, CT |
Q1 2025
|
434
|
$390 M
|
| COMPLEX CAPITAL MANAGEMENT, LLC |
Washington, DC |
Q4 2018
|
23
|
$37 M
|
| COMPOSITE CAPITAL MANAGEMENT (HK) Ltd |
Hong Kong |
Q3 2023
|
1
|
$0
|
| Compound Global Advisors, LLC |
Mercer Island, WA |
Q1 2025
|
39
|
$17 M
|
| Compound Planning, Inc. |
New York, NY |
Q1 2025
|
1,038
|
$2.2 B
|
| Comprehensive Financial Consultants Institutional, Inc. |
Bloomington, IN |
Q1 2025
|
175
|
$280 M
|
| Comprehensive Financial Management LLC |
Los Gatos, CA |
Q1 2025
|
40
|
$3.2 B
|
| Comprehensive Financial Planning, Inc./PA |
East Petersburg, PA |
Q1 2025
|
330
|
$100 M
|
| Comprehensive Money Management Services LLC |
Coral Gables, FL |
Q1 2025
|
179
|
$120 M
|
| Comprehensive Wealth Management, LLC |
Lynnwood, WA |
Q1 2025
|
33
|
$140 M
|
| COMPTON CAPITAL MANAGEMENT INC /RI |
Providence, RI |
Q2 2023
|
8
|
$4.3 M
|
| Compton Financial Group, LLC |
Towson, MD |
Q1 2025
|
48
|
$350 M
|
| Compton Wealth Advisory Group, LLC |
Virginia Beach, VA |
Q2 2025
|
81
|
$400 M
|
| Conatus Capital Management LP |
Greenwich, CT |
Q4 2017
|
23
|
$92 M
|
| Concentric Capital Strategies, LP |
Stamford, CT |
Q1 2025
|
156
|
$1.1 B
|
| CONCENTRIC WEALTH MANAGEMENT, LLC |
Lafayette, CA |
Q3 2024
|
133
|
$410 M
|
| Concentrum Wealth Management |
San Jose, CA |
Q1 2025
|
76
|
$270 M
|
| Concert Wealth Management Inc. |
San Jose, CA |
Q3 2017
|
25
|
$25 M
|
| CONCORD ASSET MANAGEMENT LLC |
Chicago, IL |
Q4 2014
|
57
|
$290 M
|
| Concord Asset Management, LLC/VA |
Abingdon, VA |
Q1 2025
|
122
|
$450 M
|
| Concorde Asset Management, LLC |
Ann Arbor, MI |
Q1 2025
|
176
|
$190 M
|
| Concorde Financial Corp |
Dallas, TX |
Q1 2025
|
34
|
$180 M
|
| Concord Investment Counsel Inc. |
Irvine, CA |
Q1 2024
|
53
|
$280 M
|
| Concord Wealth Partners |
Abingdon, VA |
Q1 2025
|
815
|
$610 M
|
| Concourse Capital Management, LLC |
Atlanta, GA |
Q4 2019
|
24
|
$95 M
|
| CONCOURSE FINANCIAL GROUP SECURITIES, INC. |
Birmingham, AL |
Q1 2025
|
22,167
|
$0
|
| Concurrent Investment Advisors, LLC |
Tampa, FL |
Q1 2025
|
1,236
|
$4.1 B
|
| Condire Management, LP |
Dallas, TX |
Q1 2025
|
22
|
$670 M
|
| CONDOR CAPITAL MANAGEMENT |
Martinsville, NJ |
Q1 2025
|
190
|
$1.1 B
|
| Condorcet Global Opportunity Fund, LLC |
New York, NY |
Q4 2014
|
32
|
$240 M
|
| Conestoga Capital Advisors, LLC |
Wayne, PA |
Q1 2025
|
123
|
$6.6 B
|
| CONFLUENCE INVESTMENT MANAGEMENT LLC |
St. Louis, MO |
Q2 2025
|
451
|
$7.1 B
|
| Confluence Wealth Management LLC |
Portland, OR |
Q3 2020
|
114
|
$200 M
|
| Confluence Wealth Services, Inc. |
Mcmurray, PA |
Q1 2025
|
335
|
$1.6 B
|
| CONGRESS ASSET MANAGEMENT CO |
Boston, MA |
Q2 2025
|
382
|
$15 B
|
| Congress Park Capital LLC |
Saratoga Springs, NY |
Q2 2025
|
119
|
$310 M
|
| Conifer Management, L.L.C. |
New York, NY |
Q1 2025
|
5
|
$660 M
|
| CONNABLE OFFICE INC |
Kalamazoo, MI |
Q1 2025
|
217
|
$940 M
|
| Connacht Asset Management LP |
New York, NY |
Q3 2023
|
47
|
$17 M
|
| Connecticut Wealth Management, LLC |
Farmington, CT |
Q1 2025
|
304
|
$1.9 B
|
| Connective Capital Management, LLC |
Palo Alto, CA |
Q1 2025
|
47
|
$110 M
|
| Connective Portfolio Management, LLC |
New York, NY |
Q2 2025
|
30
|
$47 M
|
| Connectus Wealth, LLC |
Cincinnati, OH |
Q1 2024
|
417
|
$3.7 B
|
| CONNING INC. |
Hartford, CT |
Q1 2025
|
351
|
$2.9 B
|
| Connolly Sarah T. |
Boston, MA |
Q4 2023
|
4
|
$1.1 M
|
| CONNOR CLARK & LUNN INVESTMENT MANAGEMENT LTD |
Vancouver Bc, British Columbia |
Q4 2013
|
721
|
$13 B
|
| Connor, Clark & Lunn Investment Management Ltd. |
Vancouver, British Columbia |
Q1 2025
|
1,383
|
$23 B
|
| CONNORS INVESTOR SERVICES INC |
Wyomissing, PA |
Q1 2025
|
158
|
$1.0 B
|
| CONOCOPHILLIPS |
Houston, TX |
Q3 2023
|
1
|
$0
|
| CONQUIS FINANCIAL LLC |
Milbrae, CA |
Q1 2025
|
60
|
$96 M
|
| Conrad N. Hilton Foundation |
Agoura Hills, CA |
Q1 2025
|
2
|
$140 M
|
| Conrad Siegel Investment Advisors, Inc. |
Harrisburg, PA |
Q2 2025
|
53
|
$450 M
|
| CONSCIOUS WEALTH INVESTMENTS, LLC |
Atlanta, GA |
Q1 2025
|
53
|
$140 M
|
| Consector Capital, LP |
New York, NY |
Q3 2016
|
23
|
$46 M
|
| Conservest Capital Advisors, Inc. |
Wynnewood, PA |
Q1 2025
|
110
|
$950 M
|
| CONSILIO WEALTH ADVISORS, LLC |
Bellevue, WA |
Q1 2025
|
72
|
$240 M
|
| Consilium Investment Management, LLC |
Ft. Lauderdale, FL |
Q3 2019
|
6
|
$21 M
|
| Consilium Wealth Advisory, LLC |
Richardson, TX |
Q1 2025
|
88
|
$200 M
|
| CONSOLIDATED CAPITAL MANAGEMENT, LLC |
Burbank, CA |
Q2 2025
|
48
|
$280 M
|
| Consolidated Investment Group LLC |
Englewood, CO |
Q1 2025
|
68
|
$650 M
|
| Consolidated Planning Corp |
Atlanta, GA |
Q2 2025
|
184
|
$800 M
|
| Consolidated Portfolio Review Corp |
Woodbury, NY |
Q2 2025
|
445
|
$720 M
|
| CONSOLIDATED PRESS INTERNATIONAL HOLDINGS LTD |
Sydney, Australia |
Q1 2025
|
16
|
$550 M
|
| Consonance Capital Management LP |
New York, NY |
Q3 2022
|
2
|
$7.3 M
|
| Constant Guidance Financial LLC |
Attleboro Falls, MA |
Q1 2025
|
30
|
$79 M
|
| Constellation Investimentos e Participacoes Ltda |
Sao Paulo, Brazil |
Q1 2025
|
10
|
$36 M
|
| Constellation Investments, Inc. |
Montgomery, OH |
Q1 2025
|
20
|
$2.1 B
|
| Constellation Wealth Advisors, LLC |
New York, NY |
Q3 2015
|
82
|
$900 M
|
| Constitution Capital LLC |
Shelton, CT |
Q1 2025
|
60
|
$180 M
|
| Consulta Ltd |
London, United Kingdom |
Q1 2025
|
10
|
$1.5 B
|
| CONSULTIVA WEALTH MANAGEMENT, CORP. |
San Juan, Puerto Rico |
Q1 2025
|
269
|
$29 M
|
| Context Capital Management, LLC |
Lajolla, CA |
Q1 2025
|
208
|
$2.6 B
|
| Context Partners Fund, L.P. |
La Jolla, CA |
Q3 2020
|
165
|
$460 M
|
| CONTINENTAL ADVISORS LLC |
Park City, UT |
Q1 2025
|
40
|
$180 M
|
| CONTINENTAL GENERAL INSURANCE CO |
Austin, TX |
Q1 2025
|
10
|
$290 M
|
| CONTINENTAL GRAIN CO |
New York, NY |
Q1 2025
|
4
|
$350 M
|
| CONTINENTAL INVESTORS SERVICES, INC. |
Longview, WA |
Q1 2025
|
62
|
$50 M
|
| Continuum Advisory, LLC |
Eagle, ID |
Q1 2025
|
1,658
|
$780 M
|
| CONTINUUM WEALTH ADVISORS, LLC |
Saratoga Springs, NY |
Q1 2025
|
56
|
$200 M
|
| Contour Asset Management LLC |
New York, NY |
Q1 2025
|
51
|
$2.4 B
|
| CONTRARIAN CAPITAL MANAGEMENT, L.L.C. |
Greenwich, CT |
Q1 2025
|
35
|
$390 M
|
| Contrarius Group Holdings Ltd |
Hamilton, Bermuda |
Q1 2025
|
56
|
$1.5 B
|
| Contrarius Investment Management Ltd |
St. Helier, Jersey |
Q3 2024
|
42
|
$1.8 B
|
| CONTRAVISORY INVESTMENT MANAGEMENT, INC. |
Norwell, MA |
Q2 2025
|
370
|
$510 M
|
| Convector Capital Management, LP |
New York, NY |
Q3 2016
|
28
|
$54 M
|
| Convergence Financial, LLC |
Columbia, MO |
Q1 2025
|
167
|
$510 M
|
| Convergence Investment Partners, LLC |
Palm Beach Gardens, FL |
Q1 2025
|
237
|
$360 M
|
| Convergent Wealth Advisors |
Potomac, MD |
Q3 2015
|
35
|
$440 M
|
| Conversant Capital LLC |
Summit, NJ |
Q1 2025
|
18
|
$610 M
|
| CONWAY CAPITAL MANAGEMENT, INC. |
Burbank, CA |
Q1 2025
|
43
|
$200 M
|
| CONYERS INVESTMENTS LLC |
West Palm Beach, FL |
Q4 2023
|
1
|
$0
|
| Cook & Bynum Capital Management, LLC |
Birmingham, AL |
Q1 2025
|
6
|
$130 M
|
| COOKE & BIELER LP |
Philadelphia, PA |
Q1 2025
|
147
|
$10 B
|
| Cooksen Wealth, LLC |
The Woodlands, TX |
Q1 2025
|
94
|
$99 M
|
| COOKSON PEIRCE & CO INC |
Pittsburgh, PA |
Q1 2025
|
267
|
$2.0 B
|
| Cook Street Consulting, Inc. |
Greenwood Village, CO |
Q1 2024
|
2
|
$330 M
|
| Cook Wealth, LLC |
Raleigh, NC |
Q1 2025
|
52
|
$210 M
|
| Coombe, Bender & Co LLC |
Ellenville, NY |
Q2 2024
|
75
|
$170 M
|
| Cooperatieve Rabobank U.A. |
Utrecht, Netherlands |
Q4 2017
|
2
|
$3.0 M
|
| Cooper Capital Advisors LLC |
Encinitas, CA |
Q1 2025
|
30
|
$93 M
|
| COOPER CREEK PARTNERS MANAGEMENT LLC |
New York, NY |
Q1 2025
|
90
|
$3.3 B
|
| Cooper Financial Group |
Irvine, CA |
Q2 2025
|
374
|
$850 M
|
| COOPER/HAIMS ADVISORS, LLC |
Victor, NY |
Q1 2025
|
79
|
$180 M
|
| COOPER INVESTORS PTY LTD |
Melbourne, Victoria, Australia |
Q2 2025
|
46
|
$550 M
|
| COOPERMAN LEON G |
Boca Raton, FL |
Q1 2025
|
41
|
$2.5 B
|
| Coordinated Financial Services, Inc. |
Denver, CO |
Q4 2024
|
135
|
$130 M
|
| Coordinated Financial Services, Inc./CO |
Denver, CO |
Q1 2025
|
137
|
$130 M
|
| Coordinating Investment Fiduciary of Raytheon Master Pension Trust |
Waltham, MA |
Q1 2019
|
4
|
$140 M
|
| Copeland Capital Management, LLC |
Conshohocken, PA |
Q1 2025
|
460
|
$5.0 B
|
| Copernicus Capital Management, LLC |
San Francisco, CA |
Q3 2021
|
13
|
$8.3 M
|
| Copia Wealth Management |
Bend, OR |
Q1 2025
|
452
|
$110 M
|
| Copley Financial Group, Inc. |
San Diego, CA |
Q1 2025
|
129
|
$130 M
|
| Coppell Advisory Solutions Corp. |
Coppell, TX |
Q1 2024
|
267
|
$530 M
|
| Coppell Advisory Solutions LLC |
Coppell, TX |
Q1 2025
|
338
|
$720 M
|
| Copperleaf Capital, LLC |
Raleigh, NC |
Q1 2025
|
107
|
$170 M
|
| Copper Rock Capital Partners, LLC |
Boston, MA |
Q3 2020
|
54
|
$300 M
|
| Coppersmith Capital Management, LLC |
New York, NY |
Q3 2016
|
1
|
$0
|
| Copperwynd Financial, LLC |
Scottsdale, AZ |
Q1 2025
|
144
|
$360 M
|
| CORA CAPITAL ADVISORS LLC |
Marlton, NJ |
Q2 2025
|
111
|
$220 M
|
| Corbenic Partners LLC |
Bethlehem, PA |
Q2 2022
|
230
|
$380 M
|
| CORBETT ROAD CAPITAL MANAGEMENT, LLC |
Mclean, VA |
Q2 2022
|
87
|
$58 M
|
| Corbin Capital Partners, L.P. |
New York, NY |
Q4 2024
|
27
|
$61 M
|
| CORBYN INVESTMENT MANAGEMENT INC/MD |
Lutherville, MD |
Q1 2025
|
63
|
$270 M
|
| CORDA Investment Management, LLC. |
Houston, TX |
Q1 2025
|
70
|
$1.3 B
|
| Cordant, Inc. |
Portland, OR |
Q2 2025
|
68
|
$210 M
|
| Cordasco Financial Network |
Naples, FL |
Q2 2022
|
604
|
$140 M
|
| Cordatus Wealth Management LLC |
Newtown, PA |
Q1 2025
|
148
|
$360 M
|
| Core Alternative Capital |
Peachtree Corners, GA |
Q1 2025
|
345
|
$420 M
|
| Corebridge Financial, Inc. |
Houston, TX |
Q1 2025
|
3,016
|
$17 B
|
| CoreCap Advisors, LLC |
Southfield, MI |
Q1 2025
|
3,140
|
$2.3 B
|
| CoreCommodity Management, LLC |
Stamford, CT |
Q1 2025
|
149
|
$620 M
|
| CoreFirst Bank & Trust |
Topeka, KS |
Q1 2025
|
157
|
$160 M
|
| COREPATH WEALTH PARTNERS LLC |
Scottsdale, AZ |
Q2 2025
|
34
|
$120 M
|
| CoreView Capital Management Ltd |
Hong Kong |
Q1 2025
|
11
|
$1.0 B
|
| Core Wealth Advisors, Inc. |
Lakeland, FL |
Q1 2025
|
69
|
$310 M
|
| Core Wealth Management, Inc. |
Jupiter, FL |
Q1 2025
|
31
|
$260 M
|
| Core Wealth Partners LLC |
Santa Rosa, CA |
Q1 2025
|
167
|
$170 M
|
| Corient Capital Partners, LLC |
Newport Beach, CA |
Q3 2022
|
672
|
$1.3 B
|
| Corient IA LLC |
Miami, FL |
Q1 2025
|
291
|
$140 M
|
| Corient Private Wealth LLC |
Miami, FL |
Q1 2025
|
3,938
|
$61 B
|
| Corigliano Investment Advisers, LLC |
Raleigh, NC |
Q1 2025
|
37
|
$230 M
|
| Cormorant Asset Management, LP |
Boston, MA |
Q1 2025
|
44
|
$1.3 B
|
| Cornell Pochily Investment Advisors, Inc. |
Ithaca, NY |
Q1 2025
|
165
|
$280 M
|
| CORNELL UNIVERSITY |
New York, NY |
Q3 2024
|
3
|
$3.4 M
|
| CORNERCAP INVESTMENT COUNSEL INC |
Atlanta, GA |
Q1 2025
|
152
|
$190 M
|
| CORNERSTONE ADVISORS ASSET MANAGEMENT, LLC |
Bethlehem, PA |
Q1 2025
|
124
|
$490 M
|
| CORNERSTONE ADVISORS INC |
Asheville, NC |
Q4 2021
|
173
|
$0
|
| Cornerstone Advisors, Inc. |
Bellevue, WA |
Q3 2020
|
717
|
$940 M
|
| Cornerstone Advisors, LLC |
Asheville, NC |
Q1 2025
|
267
|
$2.3 B
|
| Cornerstone Advisory, LLC |
Hunt Valley, MD |
Q1 2025
|
229
|
$860 M
|
| Cornerstone Capital, Inc. |
Palo Alto, CA |
Q1 2025
|
98
|
$930 M
|
| CORNERSTONE CAPITAL MANAGEMENT HOLDINGS LLC. |
New York, NY |
Q4 2017
|
2,491
|
$14 B
|
| CORNERSTONE CAPITAL MANAGEMENT LLC |
Edina, MN |
Q3 2016
|
41
|
$630 M
|
| CORNERSTONE ENTERPRISES, LLC |
Appleton, WI |
Q1 2025
|
28
|
$160 M
|
| Cornerstone Financial Group, LLC /NE/ |
Omaha, NE |
Q1 2025
|
66
|
$110 M
|
| Cornerstone Financial Partners, LLC |
Huntersville, NC |
Q4 2017
|
130
|
$310 M
|
| Cornerstone Investment Partners, LLC |
Atlanta, GA |
Q1 2025
|
188
|
$2.1 B
|
| Cornerstone Management, Inc. |
Duluth, GA |
Q1 2025
|
54
|
$530 M
|
| CORNERSTONE PARTNERS CAPITAL MANAGEMENT, LLC |
Charlottesville, VA |
Q1 2025
|
9
|
$48 M
|
| CornerStone Partners LLC |
Charlottesville, VA |
Q3 2020
|
9
|
$140 M
|
| Cornerstone Planning Group LLC |
Fairfield, NJ |
Q1 2025
|
1,553
|
$420 M
|
| Cornerstone Planning, LLC |
Charlotte, NC |
Q4 2024
|
112
|
$260 M
|
| Cornerstone Retirement Group, Inc. |
Reno, NV |
Q3 2023
|
33
|
$350 M
|
| Cornerstone Select Advisors, LLC |
St. Louis, MO |
Q1 2025
|
112
|
$110 M
|
| Cornerstone Wealth Advisors, Inc. |
Edina, MN |
Q2 2025
|
48
|
$390 M
|
| Cornerstone Wealth Group, LLC |
Huntersville, NC |
Q1 2025
|
292
|
$1.2 B
|
| Cornerstone Wealth Management, LLC |
St. Peters, MO |
Q1 2025
|
606
|
$1.5 B
|
| Coronation Asset Management (Pty) Ltd. |
Cape Town, South Africa |
Q1 2016
|
60
|
$2.4 B
|
| Coronation Fund Managers Ltd. |
Cape Town, South Africa |
Q1 2025
|
82
|
$1.8 B
|
| Corps Capital Advisors, LLC |
Southlake, TX |
Q1 2025
|
77
|
$95 M
|
| CORRADO ADVISORS, LLC |
Ramsey, NJ |
Q1 2025
|
104
|
$150 M
|
| CORRECT CAPITAL WEALTH MANAGEMENT |
Clayton, MO |
Q1 2025
|
141
|
$620 M
|
| Corre Partners Management, LLC |
New York, NY |
Q1 2025
|
4
|
$88 M
|
| Corriente Advisors, LLC |
Fort Worth, TX |
Q4 2023
|
3
|
$9.5 M
|
| Corrigan Financial, Inc. |
Middletown, RI |
Q1 2025
|
56
|
$490 M
|
| Corsair Capital LLC |
New York, NY |
Q3 2022
|
1
|
$0
|
| CORSAIR CAPITAL MANAGEMENT, L.P. |
New York, NY |
Q1 2025
|
122
|
$400 M
|
| Corsicana & Co. |
Corsicana, TX |
Q3 2022
|
209
|
$120 M
|
| Cortex Capital Management LLC |
Fort Worth, TX |
Q2 2015
|
1
|
$0
|
| Cortina Asset Management, LLC |
Milwaukee, WI |
Q2 2019
|
174
|
$1.6 B
|
| CORTLAND ADVISERS LLC |
Wilmington, DE |
Q3 2019
|
32
|
$2.2 B
|
| CORTLAND ASSOCIATES INC/MO |
St Louis, MO |
Q1 2025
|
56
|
$830 M
|
| Corton Capital Inc. |
Carrying Place, Ontario, Canada |
Q1 2025
|
162
|
$30 M
|
| Corundum Group, Inc. |
Colorado Springs, CO |
Q1 2025
|
98
|
$210 M
|
| Corundum Trust Company, INC |
Sioux Falls, SD |
Q1 2025
|
50
|
$35 M
|
| Corvex Management LP |
New York, NY |
Q1 2025
|
34
|
$2.6 B
|
| Cosner Financial Group, LLC |
Windsor, CO |
Q1 2025
|
37
|
$160 M
|
| Costello Asset Management, INC |
Feasterville, PA |
Q1 2025
|
682
|
$250 M
|
| Coston, McIsaac & Partners |
Bar Harbor, ME |
Q1 2025
|
883
|
$340 M
|
| Cota Capital Management, LLC |
San Francisco, CA |
Q1 2025
|
1
|
$220 k
|
| Cottage Street Advisors LLC |
Marion, MA |
Q1 2025
|
112
|
$200 M
|
| COTTONWOOD CAPITAL ADVISORS, LLC |
Salt Lake City, UT |
Q1 2025
|
124
|
$140 M
|
| Cougar Global Investments Ltd |
Toronto, Ontario, Canada |
Q3 2020
|
18
|
$110 M
|
| Coulter & Justus Financial Services, LLC |
Knoxville, TN |
Q1 2024
|
94
|
$450 M
|
| Councilmark Asset Management, LLC |
Knoxville, TN |
Q1 2025
|
87
|
$150 M
|
| Council Ring Capital, LLC |
Northbrook, IL |
Q1 2025
|
1
|
$0
|
| Counsel Portfolio Services Inc. |
Mississauga, Ontario, Canada |
Q2 2016
|
300
|
$1.0 B
|
| Counterpoint Mutual Funds LLC |
San Diego, CA |
Q2 2025
|
299
|
$1.1 B
|
| Counterweight Ventures, LLC |
Wilmington, NC |
Q1 2025
|
70
|
$140 M
|
| COUNTRY CLUB BANK |
Kansas City, MO |
Q1 2025
|
319
|
$1.5 B
|
| Country Club Trust Company, n.a. |
Kansas City, MO |
Q4 2021
|
496
|
$1.3 B
|
| COUNTRY TRUST BANK |
Bloomington, IL |
Q1 2025
|
367
|
$4.0 B
|
| Coupland Cardiff Asset Management LLP |
London, United Kingdom |
Q4 2015
|
6
|
$19 M
|
| COURAGE CAPITAL MANAGEMENT LLC |
Nashville, TN |
Q1 2025
|
12
|
$49 M
|
| Courage Miller Partners, LLC |
Norfolk, VA |
Q1 2025
|
82
|
$300 M
|
| Courant Investment Management LLC |
Franklin, TN |
Q1 2025
|
8
|
$120 M
|
| COURIER CAPITAL LLC |
Buffalo, NY |
Q1 2025
|
373
|
$1.5 B
|
| Court Place Advisors, LLC |
Ellicott City, MD |
Q1 2025
|
149
|
$300 M
|
| Coury Firm Asset Management LLC |
Pittsburgh, PA |
Q3 2023
|
48
|
$63 M
|
| Covalent Partners LLC |
Concord, MA |
Q1 2025
|
15
|
$20 M
|
| Covalis Capital LLP |
London, United Kingdom |
Q1 2025
|
53
|
$530 M
|
| Covalis (Gibraltar) Ltd |
Midtown, Gibraltar |
Q1 2025
|
1
|
$0
|
| Covea Finance |
Paris, France |
Q2 2025
|
119
|
$2.7 B
|
| Covenant Asset Management, LLC |
Chester, NJ |
Q2 2025
|
155
|
$680 M
|
| Covenant Multifamily Offices, LLC |
San Antonio, TX |
Q3 2021
|
243
|
$560 M
|
| Covenant Partners, LLC |
Nashville, TN |
Q1 2025
|
144
|
$310 M
|
| Cove Private Wealth, LLC |
Oyster Bay Cove, NY |
Q2 2025
|
156
|
$280 M
|
| Covestor Ltd |
Boston, MA |
Q1 2025
|
2,893
|
$150 M
|
| Cove Street Capital, LLC |
El Segundo, CA |
Q1 2025
|
98
|
$64 M
|
| Covey Capital Advisors, LLC |
Atlanta, GA |
Q1 2025
|
38
|
$87 M
|
| Covington Capital Management |
Los Angeles, CA |
Q3 2022
|
1,223
|
$2.3 B
|
| Covington Investment Advisors Inc. |
Ligonier, PA |
Q1 2025
|
71
|
$640 M
|
| COWA, LLC |
Tulsa, OK |
Q1 2025
|
125
|
$230 M
|
| COWBIRD CAPITAL LP |
New York, NY |
Q1 2025
|
1
|
$0
|
| COWEN AND COMPANY, LLC |
New York, NY |
Q4 2024
|
1
|
$0
|
| COWEN INC. |
New York, NY |
Q2 2019
|
511
|
$1.4 B
|
| Cowen Investment Management LLC |
New York, NY |
Q1 2025
|
1
|
$0
|
| Cowen Prime Advisors LLC |
New York, NY |
Q2 2023
|
229
|
$290 M
|
| Cowen Prime Services LLC |
New York, NY |
Q2 2021
|
167
|
$280 M
|
| Cox Capital Mgt LLC |
Andover, MA |
Q2 2025
|
61
|
$150 M
|
| Coyle Financial Counsel LLC |
Glenview, IL |
Q1 2025
|
76
|
$330 M
|
| COZAD ASSET MANAGEMENT INC |
Champaign, IL |
Q1 2025
|
384
|
$1.0 B
|
| CPA Asset Management LLC |
West Palm Beach, FL |
Q2 2025
|
83
|
$240 M
|
| C Partners Holding GmbH |
Zurich, Switzerland |
Q1 2025
|
12
|
$380 M
|
| CPMG Inc |
Dallas, TX |
Q1 2025
|
2
|
$16 M
|
| CPR Investments Inc. |
Rochester, MI |
Q1 2025
|
37
|
$110 M
|
| CPV Partners, LLC |
Stamford, CT |
Q1 2025
|
4
|
$140 M
|
| CPWM, LLC |
Seattle, WA |
Q3 2022
|
333
|
$1.1 B
|
| CQS Cayman LP |
Camana Bay, Grand Cayman, Cayman Islands |
Q3 2019
|
153
|
$2.3 B
|
| CQS (US), LLC |
New York, NY |
Q2 2024
|
44
|
$370 M
|
| Crabel Capital Management, LLC |
Milwaukee, WI |
Q1 2025
|
44
|
$93 M
|
| CRA Financial Services, LLC |
Northfield, NJ |
Q2 2025
|
278
|
$650 M
|
| Craft Ventures GP II, LLC |
San Francisco, CA |
Q3 2022
|
4
|
$24 M
|
| Craft Ventures GP I, LLC |
San Francisco, CA |
Q3 2022
|
2
|
$9.5 M
|
| Crake Asset Management LLP |
London, United Kingdom |
Q1 2025
|
15
|
$1.2 B
|
| CRAMER ROSENTHAL MCGLYNN LLC |
Stamford, CT |
Q1 2025
|
85
|
$1.4 B
|
| Cranberry Lake Advisors LLC |
Houston, TX |
Q3 2018
|
8
|
$51 M
|
| Cranbrook Wealth Management, LLC |
Bloomfield Hills, MI |
Q2 2025
|
400
|
$470 M
|
| Crane Advisory, LLC |
Fullerton, CA |
Q2 2025
|
46
|
$600 M
|
| Cravens & Co Advisors, LLC |
Cookeville, TN |
Q1 2025
|
57
|
$130 M
|
| Crawford Fund Management, LLC |
Boston, MA |
Q1 2025
|
366
|
$420 M
|
| CRAWFORD INVESTMENT COUNSEL INC |
Atlanta, GA |
Q1 2025
|
287
|
$5.6 B
|
| Crawford Lake Capital Management, LLC |
Lakewood, NJ |
Q1 2023
|
1
|
$0
|
| CRCM LP |
San Francisco, CA |
Q1 2025
|
23
|
$250 M
|
| Creative Capital Management Investments LLC |
San Diego, CA |
Q1 2025
|
240
|
$260 M
|
| CREATIVE FINANCIAL DESIGNS INC /ADV |
Kokomo, IN |
Q1 2025
|
2,060
|
$1.3 B
|
| CreativeOne Wealth, LLC |
Overland Park, KS |
Q1 2025
|
1,664
|
$3.3 B
|
| Creative Planning |
Overland Park, KS |
Q1 2025
|
4,091
|
$110 B
|
| Credit Agricole S A |
Montrouge Cedex, France |
Q1 2025
|
3,044
|
$32 B
|
| Credit Capital Investments LLC |
Livingston, NJ |
Q1 2025
|
32
|
$58 M
|
| CREDIT INDUSTRIEL ET COMMERCIAL |
Paris France, France |
Q1 2025
|
339
|
$940 M
|
| CREDIT SUISSE AG/ |
Zurich, Switzerland |
Q1 2024
|
8,330
|
$100 B
|
| Credo Capital Management, LLC |
Baltimore, MD |
Q4 2013
|
167
|
$23 M
|
| Creegan & Nassoura Financial Group, LLC |
Portsmouth, NH |
Q1 2025
|
76
|
$150 M
|
| Creekmur Asset Management LLC |
Morton, IL |
Q1 2025
|
785
|
$480 M
|
| Creekside Partners |
Petaluma, CA |
Q1 2025
|
165
|
$190 M
|
| Crescent Capital Consulting, LLC |
New Orleans, LA |
Q4 2021
|
6,276
|
$610 M
|
| Crescent Capital Group LP |
Los Angeles, CA |
Q3 2016
|
12
|
$57 M
|
| Crescent Grove Advisors, LLC |
Lake Forest, IL |
Q1 2025
|
264
|
$960 M
|
| Crescent Park Management, L.P. |
East Palo Alto, CA |
Q1 2025
|
37
|
$210 M
|
| Crescent Sterling, Ltd. |
Metairie, LA |
Q1 2025
|
75
|
$98 M
|
| Cresset Asset Management, LLC |
Chicago, IL |
Q1 2025
|
1,711
|
$20 B
|
| Cresta Advisors, Ltd. |
Laredo, TX |
Q2 2025
|
47
|
$210 M
|
| Crestline Management, LP |
Fort Worth, TX |
Q1 2025
|
3
|
$63 M
|
| Crestmont Private Wealth LLC |
Houston, TX |
Q1 2025
|
77
|
$230 M
|
| Crestone Asset Management LLC |
Boulder, CO |
Q2 2024
|
1
|
$0
|
| CrestPoint Capital Management, LLC |
Four Seasons, MO |
Q4 2017
|
184
|
$180 M
|
| Crestview Partners GP, L.P. |
New York, NY |
Q4 2015
|
1
|
$0
|
| Crestview Partners II GP, L.P. |
New York, NY |
Q1 2025
|
3
|
$510 M
|
| Crestview Partners III GP, L.P. |
New York, NY |
Q1 2025
|
3
|
$340 M
|
| Crestview Partners IV GP, L.P. |
New York, NY |
Q1 2025
|
2
|
$310 M
|
| Crestwood Advisors Group, LLC |
Boston, MA |
Q1 2025
|
606
|
$5.3 B
|
| Crestwood Capital Management, L.P. |
New York, NY |
Q1 2025
|
15
|
$130 M
|
| Crew Capital Management, Ltd. |
Cincinnati, OH |
Q2 2025
|
113
|
$140 M
|
| Crewe Advisors LLC |
Salt Lake City, UT |
Q1 2025
|
716
|
$710 M
|
| Crews Bank & Trust |
Port Charlotte, FL |
Q1 2025
|
609
|
$590 M
|
| Cribstone Capital Management, LLC |
Augusta, ME |
Q4 2022
|
415
|
$170 M
|
| CR Intrinsic Investors, LLC |
Stamford, CT |
Q3 2015
|
1
|
$0
|
| CRITERIA CAIXA, S.A.U. |
Barcelona, Spain |
Q1 2025
|
13
|
$680 M
|
| CRITERION CAPITAL ADVISORS, LLC |
Nashville, TN |
Q4 2024
|
348
|
$160 M
|
| CRITERION CAPITAL MANAGEMENT LLC |
San Francisco, CA |
Q3 2018
|
23
|
$670 M
|
| CROBAN |
Fremont, OH |
Q1 2025
|
74
|
$110 M
|
| Crocodile Capital Partners GmbH |
Ursensollen, Germany |
Q2 2025
|
11
|
$60 M
|
| CROFT-LEOMINSTER INC |
Baltimore, MD |
Q4 2017
|
66
|
$110 M
|
| Cromwell Holdings LLC |
Jackson, WY |
Q1 2025
|
1,090
|
$160 M
|
| CROSBY Co OF NEW HAMPSHIRE LLC |
Salem, NH |
Q1 2025
|
1
|
$0
|
| Cross Creek Advisors, LLC |
Salt Lake City, UT |
Q4 2022
|
9
|
$21 M
|
| Crossingbridge Advisors, LLC |
Pleasantville, NY |
Q1 2025
|
89
|
$190 M
|
| CROSSLINK CAPITAL INC |
Menlo Park, CA |
Q1 2025
|
18
|
$640 M
|
| Crossmark Global Holdings, Inc. |
Houston, TX |
Q1 2025
|
1,313
|
$5.7 B
|
| Crosspoint Capital Strategies, LLC |
Orinda, CA |
Q4 2022
|
41
|
$50 M
|
| CROSSPOINT FINANCIAL, LLC |
Tustin, CA |
Q1 2025
|
30
|
$35 M
|
| Cross Staff Investments Inc |
Pittsford, NY |
Q1 2025
|
122
|
$130 M
|
| Crossvault Capital Management LLC |
San Antonio, TX |
Q2 2022
|
75
|
$250 M
|
| CROWLEY WEALTH MANAGEMENT, INC. |
Wilmington, DE |
Q2 2025
|
403
|
$110 M
|
| CROWN ADVISORS MANAGEMENT, INC. |
Larkspur, CA |
Q1 2025
|
37
|
$110 M
|
| Crown Oak Advisors, LLC |
Piedmont, CA |
Q2 2025
|
23
|
$210 M
|
| Crown Wealth Group, LLC |
Charlotte, NC |
Q2 2025
|
119
|
$270 M
|
| Crow Point Partners, LLC |
Boston, MA |
Q4 2019
|
72
|
$64 M
|
| Crow's Nest Holdings LP |
Richmond, VA |
Q1 2025
|
8
|
$400 M
|
| Cruiser Capital Advisors, LLC |
Stamford, CT |
Q1 2025
|
50
|
$74 M
|
| Crumly & Associates Inc. |
Springfield, IL |
Q2 2025
|
159
|
$410 M
|
| CRUX WEALTH ADVISORS |
Long Beach, CA |
Q1 2025
|
168
|
$190 M
|
| CRV, LLC |
Palo Alto, CA |
Q3 2022
|
3
|
$1.6 M
|
| Cryder Capital Partners LLP |
London, United Kingdom |
Q1 2025
|
9
|
$1.3 B
|
| Crystalline Management Inc. |
Montreal, Quebec, Canada |
Q3 2024
|
83
|
$110 M
|
| Crystal Rock Capital Management |
Bannockburn, IL |
Q1 2025
|
27
|
$150 M
|
| CSat Investment Advisory, L.P. |
Detroit, MI |
Q1 2021
|
520
|
$120 M
|
| Csenge Advisory Group |
Clearwater, FL |
Q1 2025
|
662
|
$1.8 B
|
| CSM Advisors, LLC |
Warrendale, PA |
Q1 2025
|
141
|
$1.8 B
|
| CS MCKEE LP |
Pittsburgh, PA |
Q4 2019
|
100
|
$1.1 B
|
| CSS LLC/IL |
Chicago, IL |
Q1 2025
|
909
|
$1.8 B
|
| CSU Producer Resources, Inc. |
Fairfield, OH |
Q1 2025
|
22
|
$30 M
|
| CTC Alternative Strategies, Ltd. |
Chicago, IL |
Q1 2025
|
92
|
$82 M
|
| CTC Capital Management, LLC |
Chicago, IL |
Q1 2023
|
72
|
$48 M
|
| CTC LLC |
Chicago, IL |
Q1 2025
|
163
|
$140 B
|
| CT Financial Advisors LLC |
Chadds Ford, PA |
Q1 2017
|
655
|
$160 M
|
| Cubic Asset Management, LLC |
Boston, MA |
Q1 2024
|
202
|
$420 M
|
| Cubist Systematic Strategies, LLC |
Stamford, CT |
Q1 2025
|
2,788
|
$17 B
|
| CUE ADVISORY SERVICES, INC. |
Phoenix, AZ |
Q3 2019
|
1
|
$0
|
| CULBERTSON A N & CO INC |
Charlottesville, VA |
Q1 2025
|
124
|
$630 M
|
| Cullen Capital Management, LLC |
New York, NY |
Q1 2025
|
205
|
$8.7 B
|
| Cullen/Frost Bankers, Inc. |
San Antonio, TX |
Q1 2025
|
1,285
|
$7.1 B
|
| CULLEN INVESTMENT GROUP, LTD. |
Lafayette, LA |
Q2 2025
|
177
|
$710 M
|
| CULLINAN ASSOCIATES INC |
Louisville, KY |
Q1 2025
|
216
|
$1.4 B
|
| CULTIVAR CAPITAL, INC. |
Denton, TX |
Q2 2025
|
38
|
$140 M
|
| CUMBERLAND ADVISORS INC |
Sarasota, FL |
Q1 2025
|
49
|
$220 M
|
| Cumberland Partners Ltd |
Toronto, Ontario, Canada |
Q1 2025
|
262
|
$1.3 B
|
| Cunning Capital Partners, LP |
Morrisville, NC |
Q1 2025
|
54
|
$160 M
|
| Cupps Capital Management, LLC |
Chicago, IL |
Q3 2016
|
177
|
$230 M
|
| Curated Wealth Partners LLC |
El Segundo, CA |
Q1 2025
|
289
|
$770 M
|
| Curat Global, LLC |
Springfield, NH |
Q1 2025
|
306
|
$82 M
|
| Curative Ventures V LLC |
Dallas, TX |
Q1 2025
|
1
|
$33 M
|
| CURA WEALTH ADVISORS, LLC |
Chicago, IL |
Q1 2025
|
105
|
$250 M
|
| Curbstone Financial Management Corp |
Manchester, NH |
Q1 2025
|
192
|
$470 M
|
| CURIAN CAPITAL LLC |
Denver, CO |
Q2 2016
|
1
|
$0
|
| CURIO WEALTH, LLC |
Annapolis, MD |
Q1 2025
|
390
|
$190 M
|
| Curi RMB Capital, LLC |
Chicago, IL |
Q1 2025
|
476
|
$4.1 B
|
| Curi Wealth Management, LLC |
Raleigh, NC |
Q1 2024
|
1
|
$0
|
| Curran Financial Partners, LLC |
Daniel Island, SC |
Q1 2025
|
100
|
$410 M
|
| Curtis Advisory Group, LLC |
Santa Barbara, CA |
Q1 2025
|
100
|
$340 M
|
| CUSHING ASSET MANAGEMENT, LP dba NXG INVESTMENT MANAGEMENT |
Dallas, TX |
Q2 2025
|
68
|
$1.7 B
|
| Cushing Capital Partners, LLC |
Delafield, WI |
Q1 2025
|
87
|
$110 M
|
| Custom Portfolio Group LLC |
Englewood, CO |
Q2 2024
|
236
|
$130 M
|
| Custos Family Office, LLC |
Greenwood Village, CO |
Q1 2025
|
67
|
$280 M
|
| Cutler Capital Management, LLC |
Worcester, MA |
Q1 2025
|
117
|
$290 M
|
| Cutler Group LLC / CA |
San Francisco, CA |
Q1 2024
|
2,928
|
$310 M
|
| CUTLER INVESTMENT COUNSEL LLC |
Jacksonville, OR |
Q1 2025
|
151
|
$830 M
|
| CUTLER OIL & GAS CORP/IL |
Chicago, IL |
Q4 2022
|
1
|
$0
|
| Cutter Capital Management, LP |
New York, NY |
Q1 2025
|
21
|
$230 M
|
| Cutter & CO Brokerage, Inc. |
Ballwin, MO |
Q1 2025
|
183
|
$420 M
|
| CV Advisors LLC |
Aventura, FL |
Q1 2025
|
36
|
$280 M
|
| CVA Family Office, LLC |
Denver, CO |
Q1 2025
|
1,387
|
$650 M
|
| CVC Capital Partners VI Ltd |
St Helier, Jersey |
Q4 2023
|
3
|
$750 M
|
| CVC Management Holdings II Ltd. |
St. Helier, Jersey |
Q1 2025
|
3
|
$720 M
|
| CVentures, Inc. |
Denver, CO |
Q1 2025
|
1
|
$0
|
| CVFG LLC |
Shelbyville, IN |
Q1 2025
|
91
|
$110 M
|
| CVI Holdings, LLC |
Wilmington, DE |
Q2 2024
|
144
|
$120 M
|
| CVS HEALTH Corp |
Woonsocket, RI |
Q1 2025
|
3
|
$170 M
|
| C V STARR & CO INC |
New York, NY |
Q1 2025
|
5
|
$130 M
|
| C.V. Starr & Co., Inc. Trust |
New York, NY |
Q3 2023
|
2
|
$19 M
|
| CWA Asset Management Group, LLC |
Naples, FL |
Q2 2025
|
639
|
$2.4 B
|
| CW Advisors, LLC |
Boston, MA |
Q1 2025
|
1,064
|
$8.3 B
|
| CWC Advisors, LLC. |
Lake Oswego, OR |
Q2 2025
|
145
|
$190 M
|
| CWH Capital Management, Inc. |
Spokane, WA |
Q4 2020
|
92
|
$240 M
|
| CWM, LLC |
Omaha, NE |
Q1 2025
|
5,238
|
$25 B
|
| C WorldWide Group Holding A/S |
Copenhagen, Denmark |
Q1 2025
|
92
|
$8.1 B
|
| CWS Financial Advisors, LLC |
Kalamazoo, MI |
Q1 2025
|
128
|
$320 M
|
| CXI Advisors |
Auburn, IN |
Q4 2019
|
238
|
$45 M
|
| CX Institutional |
Auburn, IN |
Q2 2025
|
1,213
|
$2.9 B
|
| CYBER HORNET ETFs LLC |
Saint Petersburg, FL |
Q1 2025
|
128
|
$98 M
|
| Cyndeo Wealth Partners, LLC |
St. Petersburg, FL |
Q1 2025
|
448
|
$1.5 B
|
| CYNOSURE ADVISORS, LLC |
Salt Lake City, UT |
Q3 2018
|
13
|
$240 M
|
| Cynosure Group, LLC |
Salt Lake City, UT |
Q1 2025
|
375
|
$730 M
|
| Cypress Advisory Group LLC |
Scottsdale, AZ |
Q1 2025
|
61
|
$110 M
|
| CYPRESS ASSET MANAGEMENT INC/TX |
Houston, TX |
Q4 2024
|
105
|
$400 M
|
| Cypress Capital Group |
Palm Beach, FL |
Q1 2025
|
246
|
$760 M
|
| Cypress Capital, LLC |
Franklin, TN |
Q1 2025
|
79
|
$350 M
|
| CYPRESS CAPITAL MANAGEMENT LLC |
Greenville, DE |
Q4 2022
|
1
|
$0
|
| Cypress Capital Management LLC (WY) |
Sheridan, WY |
Q1 2025
|
163
|
$84 M
|
| CYPRESS FINANCIAL PLANNING LLC |
Haddon Heights, NJ |
Q2 2025
|
82
|
$310 M
|
| CYPRESS FUNDS LLC |
Los Angeles, CA |
Q2 2025
|
16
|
$1.2 B
|
| CYPRESS GROWTH FUND III LP |
Menlo Park, CA |
Q3 2021
|
32
|
$120 M
|
| Cypress Point Wealth Management, LLC |
Dallas, TX |
Q2 2025
|
79
|
$410 M
|
| Cypress Wealth Advisors LLC |
San Francisco, CA |
Q1 2019
|
81
|
$87 M
|
| Cypress Wealth Services, LLC |
Palm Desert, CA |
Q1 2025
|
284
|
$490 M
|
| Cyr Financial Inc. |
Hennepin, IL |
Q2 2025
|
54
|
$130 M
|
| CYRUS CAPITAL PARTNERS, L.P. |
New York, NY |
Q1 2025
|
5
|
$330 M
|
| Cyrus J. Lawrence, LLC |
New York, NY |
Q1 2025
|
42
|
$26 M
|
| Czech National Bank |
Prague, Czech Republic |
Q2 2025
|
504
|
$13 B
|