EACHWIN CAPITAL, LP |
New York, NY |
Q3 2016
|
99
|
$110 M
|
EADS & HEALD WEALTH MANAGEMENT |
Atlanta, GA |
Q3 2024
|
144
|
$210 M
|
EAGLE ASSET MANAGEMENT INC |
St Petersburg, FL |
Q3 2024
|
547
|
$20 B
|
Eagle Bay Advisors LLC |
New York, NY |
Q3 2024
|
1,367
|
$260 M
|
Eagle Bluffs Wealth Management LLC |
Columbia, MO |
Q3 2024
|
73
|
$190 M
|
EAGLE BOSTON INVESTMENT MANAGEMENT INC |
St Petersburg, FL |
Q2 2019
|
96
|
$87 M
|
EAGLE CAPITAL MANAGEMENT LLC |
New York, NY |
Q3 2024
|
48
|
$27 B
|
Eagle Capital Management, LLC |
Mandeville, LA |
Q3 2024
|
39
|
$240 M
|
EagleClaw Capital Managment, LLC |
Boston, MA |
Q3 2024
|
138
|
$600 M
|
EAGLE GLOBAL ADVISORS LLC |
Houston, TX |
Q3 2024
|
239
|
$2.0 B
|
Eagle Health Investments LP |
Greenwich, CT |
Q3 2024
|
25
|
$530 M
|
Eagle Ridge Investment Management |
Stamford, CT |
Q3 2024
|
143
|
$1.1 B
|
EAGLE ROCK INVESTMENT COMPANY, LLC |
Atlanta, GA |
Q3 2024
|
155
|
$600 M
|
Eagle Strategies LLC |
New York, NY |
Q3 2024
|
210
|
$550 M
|
EAGLE WEALTH STRATEGIES LLC |
West Deptford, NJ |
Q3 2024
|
110
|
$140 M
|
EAM Global Investors LLC |
Solana Beach, CA |
Q3 2024
|
99
|
$500 M
|
EAM Investors, LLC |
Solana Beach, CA |
Q3 2024
|
239
|
$670 M
|
EARNEST PARTNERS LLC |
Atlanta, GA |
Q3 2024
|
289
|
$23 B
|
EA Series Trust |
Havertown, PA |
Q2 2023
|
1,740
|
$2.8 B
|
EastBay Asset Management, LLC |
New York, NY |
Q4 2019
|
4
|
$28 M
|
East Coast Asset Management, LLC. |
Essex, MA |
Q3 2024
|
73
|
$300 M
|
EASTERLY INVESTMENT PARTNERS LLC |
Beverly, MA |
Q3 2024
|
211
|
$1.2 B
|
EASTERN BANK |
Boston, MA |
Q3 2024
|
1,348
|
$5.6 B
|
Eastover Investment Advisors LLC |
Charlotte, NC |
Q3 2024
|
46
|
$210 M
|
Eaton-Cambridge Inc. |
Phoenix, AZ |
Q3 2024
|
30
|
$210 M
|
Eaton Financial Holdings Company, LLC |
Coral Springs, FL |
Q3 2024
|
62
|
$250 M
|
EATON VANCE MANAGEMENT |
Boston, MA |
Q3 2022
|
1,538
|
$67 B
|
Ebor Charitable Trust |
Jackson, WY |
Q3 2024
|
4
|
$49 M
|
Echinus Advisors, LLC |
New York, NY |
Q2 2020
|
1
|
$0
|
Echo45 Advisors LLC |
Walnut Creek, CA |
Q3 2024
|
48
|
$150 M
|
Echo Street Capital Management LLC |
New York, NY |
Q1 2024
|
1
|
$0
|
Echo Wealth Management, LLC |
Plymouth, MN |
Q3 2024
|
48
|
$140 M
|
Eclectica Asset Management LLP |
London, United Kingdom |
Q3 2015
|
20
|
$17 M
|
ECLECTIC ASSOCIATES INC /ADV |
Fullerton, CA |
Q3 2024
|
101
|
$250 M
|
ECLIPSE VENTURES, LLC |
Palo Alto, CA |
Q3 2024
|
1
|
$17 M
|
ECOFI INVESTISSEMENTS SA |
Nanterre, France |
Q3 2024
|
84
|
$150 M
|
Ecofin Advisors Ltd |
London, United Kingdom |
Q4 2020
|
28
|
$240 M
|
Econ Financial Services Corp |
Harrisburg, PA |
Q3 2024
|
69
|
$180 M
|
EcoR1 Capital, LLC |
San Francisco, CA |
Q3 2024
|
64
|
$2.9 B
|
ECP ControlCo, LLC |
Summit, NJ |
Q3 2024
|
6
|
$330 M
|
EDBI Pte Ltd |
Singapore |
Q3 2024
|
16
|
$74 M
|
Edelman Financial Services, LLC |
Fairfax, VA |
Q4 2018
|
29
|
$0
|
Edenbrook Capital, LLC |
Mt. Kisco, NY |
Q3 2024
|
28
|
$240 M
|
EDENTREE ASSET MANAGEMENT Ltd |
London, United Kingdom |
Q3 2024
|
64
|
$350 M
|
EDGAR LOMAX CO/VA |
Kingstowne, VA |
Q3 2024
|
65
|
$1.6 B
|
Edgbaston Investment Partners LLP |
London, United Kingdom |
Q3 2021
|
2
|
$20 M
|
Edge Advisors, LLC |
Atlanta, GA |
Q2 2018
|
1,193
|
$1.1 B
|
EDGE ASSET MANAGEMENT, INC |
Seattle, WA |
Q1 2017
|
266
|
$13 B
|
Edge Capital Group, LLC |
Atlanta, GA |
Q3 2024
|
322
|
$2.3 B
|
Edge Financial Advisors LLC |
Wheaton, IL |
Q3 2024
|
94
|
$110 M
|
Edgehill Endowment Partners, LLC |
New Haven, CT |
Q3 2024
|
6
|
$580 M
|
Edgemoor Investment Advisors, Inc. |
Bethesda, MD |
Q3 2024
|
165
|
$1.2 B
|
EdgePoint Investment Group Inc. |
Toronto, Ontario, Canada |
Q3 2024
|
38
|
$13 B
|
EdgeRock Capital LLC |
Denver, CO |
Q3 2024
|
67
|
$140 M
|
Edgestream Partners, L.P. |
Princeton, NJ |
Q3 2024
|
813
|
$2.3 B
|
Edge Wealth Management LLC |
New York, NY |
Q3 2024
|
80
|
$500 M
|
EDGEWOOD MANAGEMENT LLC |
Greenwich, CT |
Q3 2024
|
78
|
$37 B
|
Edinburgh Partners Ltd |
Edinburgh, United Kingdom |
Q1 2018
|
19
|
$220 M
|
EDMOND DE ROTHSCHILD ASSET MANAGEMENT (FRANCE) |
Paris, France |
Q3 2016
|
230
|
$2.3 B
|
EDMOND DE ROTHSCHILD ASSET MANAGEMENT (LUXEMBOURG) |
Luxembourg |
Q3 2016
|
82
|
$95 M
|
Edmond de Rothschild (Europe) |
Luxembourg |
Q3 2016
|
236
|
$250 M
|
EDMOND DE ROTHSCHILD HOLDING S.A. |
Chambesy, Switzerland |
Q3 2024
|
1,126
|
$6.2 B
|
EDMOND DE ROTHSCHILD (ITALIA) SGR SPA |
Milano, Italy |
Q3 2016
|
20
|
$81 M
|
EDMOND DE ROTHSCHILD (MONACO) |
Monaco |
Q3 2016
|
82
|
$120 M
|
EDMOND DE ROTHSCHILD PRIVATE MERCHANT BANKING LLP |
London, United Kingdom |
Q3 2016
|
54
|
$27 M
|
EDMOND DE ROTHSCHILD (SUISSE) S.A. |
Geneva, Switzerland |
Q3 2016
|
458
|
$330 M
|
Edmonds Duncan Registered Investment Advisors, LLC |
Lawrence, KS |
Q3 2024
|
108
|
$460 M
|
EDMP, INC. |
Lutz, FL |
Q3 2024
|
78
|
$120 M
|
EDMUNDS WHITE PARTNERS LLC |
Richmond, VA |
Q3 2014
|
49
|
$69 M
|
Efficient Advisors, LLC |
Mason, OH |
Q3 2024
|
66
|
$1.6 B
|
Efficient Frontier Advisors LLC |
Eastford, CT |
Q3 2024
|
18
|
$150 k
|
Efficient Market Advisors, LLC |
San Diego, CA |
Q1 2017
|
49
|
$730 M
|
EFG Asset Management (Americas) Corp. |
Miami, FL |
Q3 2024
|
122
|
$510 M
|
EFG Asset Management (North America) Corp. |
Portland, OR |
Q3 2024
|
187
|
$600 M
|
EFG CAPITAL INTERNATIONAL CORP. |
Miami, FL |
Q2 2023
|
138
|
$430 M
|
E Fund Management Co., Ltd. |
Guangzhou, China |
Q3 2024
|
353
|
$1.9 B
|
E Fund Management (Hong Kong) Co., Ltd. |
Central, Hong Kong |
Q3 2024
|
163
|
$170 M
|
E&G Advisors, LP |
Houston, TX |
Q3 2024
|
217
|
$360 M
|
Egerton Capital (UK) LLP |
London, United Kingdom |
Q3 2024
|
30
|
$9.9 B
|
EHP Funds Inc. |
Toronto, Canada |
Q3 2024
|
43
|
$160 M
|
EHRLICH FINANCIAL GROUP |
Laguna Niguel, CA |
Q3 2024
|
108
|
$140 M
|
Eidelman Virant Capital |
Saint Louis, MO |
Q3 2022
|
177
|
$140 M
|
EIGHT 31 FINANCIAL, LLC |
Midland, TX |
Q3 2024
|
66
|
$130 M
|
EIG Management Company, LLC |
Washington D.C., DC |
Q3 2018
|
1
|
$15 M
|
EII CAPITAL MANAGEMENT, INC. |
New York, NY |
Q4 2021
|
16
|
$770 k
|
Eisler Capital (UK) Ltd. |
London, United Kingdom |
Q3 2024
|
823
|
$22 B
|
Eisler Capital (US) LLC |
New York, NY |
Q3 2024
|
471
|
$4.7 B
|
EisnerAmper Wealth Management Corporate Benefits, LLC |
Iselin, NJ |
Q4 2023
|
67
|
$270 k
|
EJF Capital LLC |
Arlington, VA |
Q3 2024
|
96
|
$150 M
|
ELberon, LLC |
Austin, TX |
Q3 2016
|
9
|
$56 M
|
ELCO Management Co., LLC |
New York, NY |
Q3 2024
|
191
|
$190 M
|
Eldred Rock Partners, LLC |
San Antonio, TX |
Q3 2024
|
32
|
$300 M
|
Eldridge Investment Advisors, Inc. |
Manchester, NH |
Q3 2024
|
147
|
$430 M
|
Electron Capital Partners, LLC |
New York, NY |
Q3 2024
|
45
|
$2.1 B
|
Elefante Mark B |
Boston, MA |
Q2 2020
|
160
|
$30 M
|
ELEFANTE MICHAEL B |
Boston, MA |
Q4 2014
|
243
|
$91 M
|
Elemental Capital Partners LLC |
San Francisco, CA |
Q3 2022
|
7
|
$68 M
|
ELEMENT CAPITAL MANAGEMENT LLC |
New York, NY |
Q3 2024
|
25
|
$2.2 B
|
ELEMENT POINTE ADVISORS, LLC |
Miami, FL |
Q3 2024
|
68
|
$410 M
|
Element Wealth, LLC |
Ridgeland, MS |
Q3 2024
|
285
|
$190 M
|
Elephas Investment Management Ltd |
Hong Kong |
Q2 2021
|
22
|
$370 M
|
Elequin Capital, LP |
New York, NY |
Q3 2024
|
379
|
$900 M
|
Elevated Capital Advisors, LLC |
Sandy, UT |
Q3 2024
|
264
|
$380 M
|
ELEVATE WEALTH ADVISORY, INC |
Athens, GA |
Q3 2024
|
121
|
$130 M
|
Elevation Capital Advisory, LLC |
Bend, OR |
Q3 2024
|
56
|
$230 M
|
Elevation Management, LLC |
Menlo Park, CA |
Q4 2013
|
2
|
$58 M
|
ELEVATUS WELATH MANAGEMENT |
Victor, NY |
Q3 2024
|
101
|
$310 M
|
Eley Financial Management, Inc |
South Burlington, VT |
Q3 2024
|
67
|
$250 M
|
E-L Financial Corp Ltd |
Toronto, Ontario, Canada |
Q3 2024
|
1
|
$1.2 B
|
Elgethun Capital Management |
Sioux Falls, SD |
Q3 2024
|
153
|
$430 M
|
Elios Financial Group Inc. |
Westlake, OH |
Q3 2024
|
113
|
$220 M
|
Eliot Finkel Investment Counsel, LLC |
Beverly Hills, CA |
Q3 2024
|
31
|
$160 M
|
Elite Life Management LLC |
Erie, PA |
Q3 2024
|
26
|
$31 M
|
Elite Wealth Management, Inc. |
Kirkland, WA |
Q3 2024
|
38
|
$730 M
|
Elizabeth Park Capital Advisors, Ltd. |
Pepper Pike, OH |
Q3 2024
|
43
|
$120 M
|
Elk Creek Partners, LLC |
Denver, CO |
Q1 2020
|
97
|
$580 M
|
Elkfork Partners LLC |
Portland, OR |
Q3 2019
|
1,053
|
$4.1 B
|
Elkhorn Investments, LLC |
Chicago, IL |
Q4 2017
|
98
|
$190 M
|
ELKHORN PARTNERS LIMITED PARTNERSHIP |
Omaha, NE |
Q3 2024
|
45
|
$160 M
|
Elk River Wealth Management, LLC |
Denver, CO |
Q3 2024
|
97
|
$550 M
|
Ellenbecker Investment Group |
Waukesha, WI |
Q3 2024
|
109
|
$530 M
|
ELLERSON GROUP INC /ADV |
Annapolis, MD |
Q3 2024
|
48
|
$130 M
|
Ellevest, Inc. |
New York, NY |
Q3 2024
|
425
|
$1.8 B
|
ELLINGTON MANAGEMENT GROUP LLC |
Old Greenwich, CT |
Q2 2021
|
176
|
$680 M
|
Elliott Investment Management L.P. |
West Palm Beach, FL |
Q3 2024
|
59
|
$19 B
|
ELLIOTT MANAGEMENT CORP |
New York, NY |
Q3 2020
|
1
|
$0
|
Ellis Investment Partners, LLC |
Berwyn, PA |
Q3 2024
|
241
|
$510 M
|
Ellis Lake Capital, LLC |
New York, NY |
Q3 2015
|
1
|
$970 k
|
Ellsworth Advisors, LLC |
Hudson, OH |
Q3 2024
|
175
|
$390 M
|
ELM ADVISORS, LLC |
Burlingame, CA |
Q1 2022
|
45
|
$74 M
|
Elm Partners Management LLC |
Philadelphia, PA |
Q3 2024
|
60
|
$1.4 B
|
Elm Ridge Management, LLC |
Briarcliff Manor, NY |
Q1 2024
|
27
|
$89 M
|
Elmrox Investment Group IM L.P. |
New York, NY |
Q2 2016
|
1
|
$110 M
|
Elmwood Wealth Management, Inc. |
Berkeley, CA |
Q3 2024
|
127
|
$240 M
|
Elo Mutual Pension Insurance Co |
Espoo, Finland |
Q3 2024
|
473
|
$4.7 B
|
El Puerto de Liverpool, S.A.B. de C.V. |
Cuajimalpa, Ciudad De Mexico, Mexico |
Q3 2024
|
1
|
$350 M
|
Elser Financial Planning, Inc |
Indianapolis, IN |
Q3 2024
|
62
|
$69 M
|
Elwood & Goetz Wealth Advisory Group, LLC |
Athens, GA |
Q3 2024
|
103
|
$400 M
|
Elyxium Wealth, LLC |
San Mateo, CA |
Q3 2024
|
291
|
$180 M
|
Emancipation Management LLC |
New York, NY |
Q4 2019
|
16
|
$22 M
|
Embree Financial Group |
Chicago, IL |
Q3 2024
|
195
|
$560 M
|
EMC Capital Management |
Houston, TX |
Q3 2024
|
280
|
$150 M
|
Emerald Acquisition Ltd. |
Seattle, WA |
Q3 2016
|
10,960
|
$52 B
|
EMERALD ADVISERS, LLC |
Leola, PA |
Q3 2024
|
248
|
$2.6 B
|
Emerald Advisors, LLC |
Bellevue, WA |
Q3 2024
|
91
|
$690 M
|
EMERALD MUTUAL FUND ADVISERS TRUST |
Leola, PA |
Q3 2024
|
225
|
$1.9 B
|
Emergence GP Partners, LLC |
San Francisco, CA |
Q3 2024
|
3
|
$260 M
|
Emerging Global Advisors, LLC |
New York, NY |
Q2 2016
|
17
|
$140 M
|
EMERGING SOVEREIGN GROUP LLC |
New York, NY |
Q3 2018
|
1
|
$0
|
Emerging Variant Capital Management LP |
New York, NY |
Q4 2022
|
9
|
$910 M
|
EMERSON INVESTMENT MANAGEMENT, LLC |
Boston, MA |
Q1 2016
|
133
|
$530 M
|
Emerson Point Capital LP |
Larchmont, NY |
Q3 2023
|
1
|
$0
|
Emerson Wealth, LLC |
Bloomfield Hills, MI |
Q2 2022
|
59
|
$150 M
|
Emery Howard Portfolio Management, Inc. |
Burlingame, CA |
Q4 2021
|
48
|
$770 M
|
EMFO, LLC |
Weston, FL |
Q2 2024
|
285
|
$110 M
|
EMG Holdings, L.P. |
Old Greenwich, CT |
Q3 2024
|
30
|
$190 M
|
EMINENCE CAPITAL, LP |
New York, NY |
Q3 2024
|
50
|
$7.1 B
|
EMJ Capital Ltd. |
Toronto, Ontario, Canada |
Q4 2022
|
3
|
$3.1 M
|
EMORY UNIVERSITY |
Atlanta, GA |
Q3 2024
|
9
|
$66 M
|
Empery Asset Management, LP |
New York, NY |
Q3 2022
|
88
|
$17 M
|
Empire Capital Management, L.L.C. |
Westport, CT |
Q4 2016
|
14
|
$30 M
|
Empire Financial Management Company, LLC |
New York, NY |
Q3 2024
|
203
|
$330 M
|
Empire Life Investments Inc. |
Toronto, Ontario, Canada |
Q3 2024
|
96
|
$1.6 B
|
Empirical Asset Management, LLC |
Wellesley, MA |
Q3 2024
|
308
|
$280 M
|
Empirical Capital Management, LLC |
Hendersonville, TN |
Q3 2024
|
19
|
$140 M
|
EMPIRICAL CAPITAL PARTNERS LP |
Atlanta, GA |
Q4 2014
|
27
|
$100 M
|
Empirical Finance, LLC |
Havertown, PA |
Q3 2024
|
502
|
$1.7 B
|
Empirical Financial Services, LLC d.b.a. Empirical Wealth Management |
Seattle, WA |
Q3 2024
|
570
|
$3.6 B
|
Employees' Retirement Fund of the City of Fort Worth |
Fort Worth, TX |
Q3 2024
|
10
|
$220 M
|
Employees Retirement System of Texas |
Austin, TX |
Q3 2024
|
334
|
$12 B
|
Employers Holdings, Inc. |
Reno, NV |
Q1 2021
|
144
|
$170 M
|
Empower Advisory Group, LLC |
Greenwood Village, CO |
Q3 2024
|
502
|
$30 B
|
Empower Annuity Insurance Co |
Greenwood Village, CO |
Q3 2024
|
1
|
$280 M
|
Empowered Funds, LLC |
Havertown, PA |
Q3 2024
|
2,563
|
$6.4 B
|
Emprise Bank |
Wichita, KS |
Q3 2024
|
98
|
$170 M
|
Empyrean Capital Partners, LP |
Los Angeles, CA |
Q3 2024
|
69
|
$2.4 B
|
Emrys Partners, L.P. |
New York, NY |
Q2 2014
|
1
|
$0
|
EMS Capital LP |
New York, NY |
Q4 2021
|
19
|
$940 M
|
Emso Asset Management Ltd |
London, United Kingdom |
Q3 2023
|
1
|
$1.00
|
ENA Investment Capital LLP |
London, United Kingdom |
Q3 2018
|
2
|
$62 M
|
EnCap Energy Capital Fund IX, L.P. |
Houston, TX |
Q3 2024
|
1
|
$98 M
|
ENCAP ENERGY CAPITAL FUND VIII CO-INVESTORS, L.P. |
Houston, TX |
Q4 2019
|
2
|
$46 M
|
EnCap Energy Capital Fund VIII, L.P. |
Houston, TX |
Q3 2024
|
3
|
$160 M
|
EnCap Energy Capital Fund XI, L.P. |
Houston, TX |
Q3 2024
|
2
|
$720 M
|
EnCap Energy Capital Fund X, L.P. |
Houston, TX |
Q3 2024
|
1
|
$230 M
|
EnCap Flatrock Midstream Fund III, L.P. |
San Antonio, TX |
Q3 2024
|
1
|
$0
|
EnCap Flatrock Midstream Fund IV, L.P. |
San Antonio, TX |
Q3 2024
|
1
|
$0
|
EnCap Partners GP, LLC |
Houston, TX |
Q3 2024
|
2
|
$440 M
|
Enclave Advisors LLC |
Austin, TX |
Q3 2024
|
119
|
$590 M
|
Encompass Capital Advisors LLC |
New York, NY |
Q3 2024
|
56
|
$2.1 B
|
Encompass More Asset Management |
Danville, CA |
Q3 2024
|
189
|
$260 M
|
ENCOMPASS WEALTH ADVISORS, LLC |
Portland, OR |
Q3 2024
|
294
|
$400 M
|
ENDEAVOUR CAPITAL ADVISORS INC |
Greenwich, CT |
Q3 2024
|
35
|
$320 M
|
ENDEX CAPITAL MANAGEMENT LLC |
Overland Park, KS |
Q4 2013
|
322
|
$110 M
|
ENDICOTT MANAGEMENT CO |
New York, NY |
Q3 2023
|
1
|
$0
|
Endowment Wealth Management, Inc. |
Appleton, WI |
Q3 2024
|
144
|
$150 M
|
Endurance Services Ltd |
Purchase, NY |
Q3 2024
|
17
|
$600 M
|
Endurance Wealth Management, Inc. |
Providence, RI |
Q2 2023
|
774
|
$730 M
|
Endurant Capital Management LP |
San Mateo, CA |
Q1 2024
|
1
|
$0
|
Energy Capital Partners III, LLC |
Short Hills, NJ |
Q2 2017
|
1
|
$240 M
|
Energy Income Partners, LLC |
Westport, CT |
Q3 2024
|
173
|
$4.7 B
|
Energy Opportunities Capital Management, LLC |
Austin, TX |
Q4 2022
|
37
|
$34 M
|
EnerVest, Ltd. |
Houston, TX |
Q3 2024
|
1
|
$51 M
|
Engadine Partners LLP |
London, United Kingdom |
Q3 2019
|
1
|
$0
|
Engaged Capital LLC |
Newport Beach, CA |
Q3 2024
|
9
|
$620 M
|
Engine Capital Management, LP |
New York, NY |
Q3 2024
|
38
|
$580 M
|
Engineers Gate Manager LP |
New York, NY |
Q3 2024
|
2,068
|
$5.1 B
|
ENGINE NO. 1 LLC |
San Francisco, CA |
Q3 2024
|
6
|
$51 M
|
Engle Capital Management, L.P. |
Greenwich, CT |
Q3 2024
|
20
|
$340 M
|
ENGLISH CAPITAL MANAGEMENT LLC |
Bloomfield Hills, MI |
Q3 2024
|
31
|
$140 M
|
Engrave Wealth Partners LLC |
Spring, TX |
Q4 2023
|
80
|
$350 M
|
Enhancing Capital LLC |
Harrisburg, PA |
Q3 2022
|
75
|
$81 M
|
Enlightenment Research, LLC |
Miami, FL |
Q4 2022
|
1
|
$0
|
Ennismore Fund Management Ltd |
London, United Kingdom |
Q1 2021
|
19
|
$72 M
|
EnRich Financial Partners LLC |
Madison, WI |
Q3 2024
|
224
|
$300 M
|
Ensemble Capital Management, LLC |
San Francisco, CA |
Q3 2024
|
22
|
$1.2 B
|
Ensign Peak Advisors, Inc |
Salt Lake City, UT |
Q3 2024
|
1,706
|
$57 B
|
Enstar Group LTD |
Hamilton, Bermuda |
Q3 2024
|
9
|
$390 M
|
Enterprise Bank & Trust Co |
Lowell, MA |
Q3 2024
|
129
|
$310 M
|
ENTERPRISE FINANCIAL SERVICES CORP |
Clayton, MO |
Q3 2024
|
241
|
$170 M
|
Enterprise Investors Corp |
New York, NY |
Q3 2015
|
1
|
$0
|
Enterprise Trust & Investment Co |
Los Gatos, CA |
Q2 2022
|
359
|
$240 M
|
Entropy Technologies, LP |
New York, NY |
Q3 2024
|
687
|
$950 M
|
ENTRUST GLOBAL PARTNERS L L C |
New York, NY |
Q3 2024
|
5
|
$100 M
|
EnTrust Global Partners Offshore LP |
New York, NY |
Q2 2020
|
4
|
$73 M
|
EnTrustPermal Management LLC |
New York, NY |
Q3 2017
|
49
|
$240 M
|
EntryPoint Capital, LLC |
New York, NY |
Q3 2024
|
594
|
$180 M
|
ENVESTNET ASSET MANAGEMENT INC |
Berwyn, PA |
Q3 2024
|
4,216
|
$310 B
|
Envestnet Portfolio Solutions, Inc. |
Chicago, IL |
Q3 2024
|
1,676
|
$31 B
|
Envision Financial Planning, LLC |
Memphis, TN |
Q3 2024
|
36
|
$190 M
|
Envoi LLC |
Chanhassen, MN |
Q3 2024
|
1
|
$0
|
ENZI WEALTH |
Austin, TX |
Q3 2024
|
71
|
$260 M
|
E. Ohman J:or Asset Management AB |
Stockholm, Sweden |
Q3 2024
|
408
|
$4.0 B
|
Eos Focused Equity Management, L.P. |
New York, NY |
Q3 2024
|
1
|
$0
|
Eos Management, L.P. |
New York, NY |
Q3 2024
|
43
|
$290 M
|
EPACRIA CAPITAL PARTNERS, LLC |
Boulder, CO |
Q3 2024
|
51
|
$150 M
|
EPG Wealth Management LLC |
Atlanta, GA |
Q3 2024
|
507
|
$400 M
|
Epic Trust Investment Advisors, LLC |
Richland, WA |
Q2 2024
|
111
|
$91 M
|
EPIQ Capital Group, LLC |
San Francisco, CA |
Q3 2024
|
74
|
$350 M
|
EPIQ PARTNERS, LLC |
Minneapolis, MN |
Q3 2024
|
79
|
$180 M
|
Epoch Investment Partners, Inc. |
New York, NY |
Q3 2024
|
818
|
$22 B
|
Epstein & White Financial LLC |
San Diego, CA |
Q2 2021
|
94
|
$380 M
|
EP Wealth Advisors, LLC |
Torrance, CA |
Q3 2024
|
1,181
|
$12 B
|
EQ LLC |
Bellevue, WA |
Q3 2024
|
60
|
$200 M
|
EQT Fund Management S.a r.l. |
Luxembourg |
Q3 2023
|
1
|
$0
|
EQUINOX FUND MANAGEMENT LLC |
Denver, CO |
Q3 2015
|
4
|
$190 M
|
Equinox Institutional Asset Management, LP |
Princeton, NJ |
Q3 2016
|
4
|
$88 M
|
Equinox Partners Investment Management LLC |
Stamford, CT |
Q3 2024
|
9
|
$150 M
|
Equitable Holdings, Inc. |
New York, NY |
Q3 2024
|
1,362
|
$10 B
|
EQUITABLE TRUST CO |
Nashville, TN |
Q3 2024
|
706
|
$1.6 B
|
Equita Financial Network, Inc. |
Fort Washington, PA |
Q3 2024
|
88
|
$270 M
|
EQUITEC PROPRIETARY MARKETS, LLC |
Chicago, IL |
Q3 2024
|
73
|
$120 M
|
EQUITEC SPECIALISTS, LLC |
Chicago, IL |
Q2 2021
|
2
|
$710 k
|
EQUITY INVESTMENT CORP |
Atlanta, GA |
Q3 2024
|
65
|
$4.3 B
|
Equius Partners, Inc. |
Novato, CA |
Q4 2022
|
28
|
$320 M
|
Ergawealth Advisors, Inc. |
Oak Brook, IL |
Q3 2024
|
60
|
$200 M
|
Ergoteles LLC |
New York, NY |
Q3 2023
|
19
|
$68 M
|
Erickson Financial Group, LLC |
Allentown, PA |
Q3 2024
|
26
|
$140 M
|
ERn Financial, LLC |
Middleton, WI |
Q3 2024
|
187
|
$660 M
|
ERN LLC |
Wilmington, DE |
Q2 2022
|
66
|
$89 M
|
Erste Asset Management GmbH |
Vienna, Austria |
Q3 2024
|
866
|
$8.4 B
|
ERTS Wealth Advisors, LLC |
Marquette, MI |
Q3 2024
|
87
|
$530 M
|
Ervin Investment Management, LLC |
Seattle, WA |
Q3 2024
|
39
|
$160 M
|
ESA Global Value Fund |
Grand Cayman, Cayman Islands |
Q3 2023
|
6
|
$0
|
Eschler Asset Management LLP |
London, United Kingdom |
Q3 2024
|
65
|
$67 M
|
ESG Planning DBA Harper Investing |
Santa Clara, CA |
Q3 2024
|
49
|
$150 M
|
ESL Trust Services, LLC |
Rochester, NY |
Q3 2024
|
242
|
$440 M
|
Espalier Global Management LLC |
New York, NY |
Q4 2016
|
1
|
$0
|
Essential Planning, LLC. |
Portsmouth, NH |
Q3 2024
|
83
|
$240 M
|
Essex Financial Services, Inc. |
Essex, CT |
Q3 2024
|
624
|
$1.4 B
|
ESSEX INVESTMENT MANAGEMENT CO LLC |
Boston, MA |
Q3 2024
|
302
|
$570 M
|
Essex LLC |
Deer Park, IL |
Q3 2024
|
169
|
$490 M
|
Essex Private Wealth Management, LLC |
Topsfield, MA |
Q3 2024
|
34
|
$42 M
|
Essex Savings Bank |
Essex, CT |
Q3 2024
|
520
|
$400 M
|
Essex Woodlands Management, Inc. |
The Woodlands, TX |
Q3 2024
|
7
|
$350 M
|
Estabrook Capital Management |
New York, NY |
Q3 2024
|
360
|
$670 M
|
Estate Counselors, LLC |
Thiensville, WI |
Q3 2024
|
108
|
$970 M
|
Estuary Capital Management LP |
Wayzata, MN |
Q3 2024
|
16
|
$370 M
|
Etesian Wealth Advisors, Inc. |
West Linn, OR |
Q3 2024
|
140
|
$220 M
|
ETFIDEA, LLC |
Syracuse, NY |
Q3 2024
|
113
|
$320 M
|
ETF MANAGERS GROUP, LLC |
Summit, NJ |
Q1 2023
|
777
|
$3.1 B
|
ETF Portfolio Partners, Inc. |
Leawood, KS |
Q3 2024
|
57
|
$340 M
|
ETF Store, Inc. |
Overland Park, KS |
Q3 2024
|
89
|
$97 M
|
Ethic Inc. |
New York, NY |
Q3 2024
|
1,081
|
$4.0 B
|
Ethos Financial Group, LLC |
King Of Prussia, PA |
Q3 2024
|
307
|
$610 M
|
Eton Park Capital Management, L.P. |
New York, NY |
Q2 2017
|
1
|
$0
|
ETRADE Capital Management LLC |
Arlington, VA |
Q3 2020
|
1,447
|
$5.4 B
|
EUBEL BRADY & SUTTMAN ASSET MANAGEMENT INC |
Miamisburg, OH |
Q3 2024
|
88
|
$770 M
|
Euclid Advisors LLC |
Hartford, CT |
Q3 2017
|
1
|
$0
|
Euclidean Capital LLC |
New York, NY |
Q3 2024
|
12
|
$910 M
|
Euclidean Technologies Management, LLC |
Seattle, WA |
Q1 2023
|
75
|
$110 M
|
EUDAIMONIA ADVISORS LLC |
Winchester, TN |
Q1 2024
|
161
|
$190 M
|
Eudaimonia Partners, LLC |
Winchester, TN |
Q1 2024
|
256
|
$420 M
|
Eukles Asset Management |
Cincinnati, OH |
Q3 2024
|
240
|
$250 M
|
EULAV Asset Management |
New York, NY |
Q3 2024
|
165
|
$4.1 B
|
Euro Pacific Asset Management, LLC |
Dorado, Puerto Rico |
Q3 2024
|
75
|
$540 M
|
Evanson Asset Management, LLC |
Carmel, CA |
Q3 2024
|
305
|
$1.4 B
|
Evanston Investments, Inc., dba Evanston Advisors |
Schaumburg, IL |
Q4 2018
|
63
|
$370 M
|
Evensky & Katz LLC |
Coral Gables, FL |
Q3 2024
|
84
|
$1.5 B
|
EVENTIDE ASSET MANAGEMENT, LLC |
Boston, MA |
Q3 2024
|
180
|
$5.8 B
|
Evercore Trust Company, N.A. |
New York, NY |
Q4 2018
|
1
|
$0
|
Evercore Wealth Management, LLC |
New York, NY |
Q3 2024
|
737
|
$6.7 B
|
EVERENCE CAPITAL MANAGEMENT INC |
Goshen, IN |
Q3 2024
|
748
|
$1.6 B
|
EVEREST CAPITAL LLC |
Miami, FL |
Q3 2016
|
5
|
$5.9 M
|
Everett Capital Advisors UK LLP |
London, United Kingdom |
Q4 2020
|
1
|
$0
|
EVERETT HARRIS & CO /CA/ |
Los Angeles, CA |
Q3 2024
|
270
|
$8.1 B
|
Evergreen Advisors, LLC |
Chattanooga, TN |
Q3 2024
|
17
|
$360 M
|
EVERGREEN CAPITAL MANAGEMENT LLC |
Bellevue, WA |
Q3 2024
|
1,497
|
$3.0 B
|
Evergreen Private Wealth LLC |
Greenwood Village, CO |
Q3 2024
|
212
|
$220 M
|
Evergreen Quality Fund GP, Ltd. |
Grand Cayman, Cayman Islands |
Q3 2024
|
12
|
$2.0 B
|
Evergreen Venture Partners Ltd. |
Tel Aviv, Israel |
Q3 2024
|
1
|
$77 M
|
Evergreen Wealth Management, LLC |
Williamston, MI |
Q3 2024
|
54
|
$170 M
|
Evergreen Wealth Solutions, LLC |
Williamsport, PA |
Q3 2024
|
112
|
$150 M
|
Everhart Financial Group, Inc. |
Dublin, OH |
Q3 2024
|
316
|
$450 M
|
EVERMAY WEALTH MANAGEMENT LLC |
Arlington, VA |
Q3 2024
|
588
|
$620 M
|
Evermore Global Advisors, LLC |
Summit, NJ |
Q4 2022
|
7
|
$26 M
|
Evernest Financial Advisors, LLC |
Carmel, IN |
Q3 2024
|
162
|
$370 M
|
EVERPAR ADVISORS LLC |
Tulsa, OK |
Q3 2024
|
259
|
$190 M
|
EverPoint Asset Management, LLC |
Stamford, CT |
Q4 2016
|
402
|
$5.4 B
|
Eversept Partners, LP |
New York, NY |
Q3 2024
|
67
|
$1.5 B
|
EverSource Wealth Advisors, LLC |
Birmingham, AL |
Q3 2024
|
9,186
|
$1.6 B
|
Everstar Asset Management, LLC |
Mooresville, NC |
Q3 2024
|
196
|
$150 M
|
EVEXIA WEALTH LLC |
Stevens Point, WI |
Q3 2024
|
66
|
$280 M
|
EVOKE WEALTH, LLC |
Los Angeles, CA |
Q3 2024
|
418
|
$3.7 B
|
Evolution Advisers, Inc. |
Richmond, VA |
Q3 2024
|
196
|
$180 M
|
Evolutionary Tree Capital Management, LLC |
Alexandria, VA |
Q3 2024
|
33
|
$100 M
|
Evolution Capital Management LLC |
Crystal Bay, NV |
Q4 2022
|
46
|
$29 M
|
Evolution Equity Partners II SARL |
Luxembourg |
Q3 2023
|
2
|
$12 M
|
Evolution Wealth Advisors, LLC |
Aventura, FL |
Q3 2024
|
135
|
$560 M
|
EVR Research LP |
Richmond, VA |
Q3 2024
|
34
|
$400 M
|
EWA, LLC |
Pittsbugh, PA |
Q3 2024
|
168
|
$280 M
|
EWG Elevate Inc. |
Roseville, CA |
Q3 2024
|
113
|
$250 M
|
Ewing Morris & Co. Investment Partners Ltd. |
Toronto, Ontario, Canada |
Q3 2024
|
31
|
$210 M
|
Exane Asset Management |
Paris, France |
Q3 2024
|
18
|
$120 M
|
EXANE DERIVATIVES |
Paris, France |
Q2 2022
|
758
|
$170 M
|
EXCALIBUR MANAGEMENT CORP |
Waltham, MA |
Q3 2024
|
167
|
$260 M
|
EXCELSIA, INC. |
Savannah, GA |
Q2 2015
|
18
|
$47 M
|
Exchange Bank |
Santa Rosa, CA |
Q3 2024
|
185
|
$120 M
|
Exchange Capital Management, Inc. |
Ann Arbor, MI |
Q3 2024
|
194
|
$630 M
|
EXCHANGE TRADED CONCEPTS, LLC |
Oklahoma City, OK |
Q3 2024
|
1,742
|
$4.3 B
|
EXECUTIVE WEALTH GROUP LLC |
Kirkland, WA |
Q1 2024
|
57
|
$480 M
|
Executive Wealth Management, LLC |
Brighton, MI |
Q3 2024
|
366
|
$1.3 B
|
EXELON CORP |
Chicago, IL |
Q3 2022
|
1
|
$0
|
EXENCIAL WEALTH ADVISORS, LLC |
Oklahoma City, OK |
Q3 2024
|
491
|
$2.8 B
|
Exeter Financial, LLC |
Scottsdale, AZ |
Q3 2024
|
93
|
$230 M
|
ExodusPoint Capital Management, LP |
New York, NY |
Q3 2024
|
1,568
|
$16 B
|
Exome Asset Management LLC |
New York, NY |
Q3 2024
|
56
|
$150 M
|
Exor N.V. |
Amsterdam, Netherlands |
Q3 2024
|
2
|
$5.9 B
|
Exos Asset Management LLC |
New York, NY |
Q3 2024
|
58
|
$1.0 M
|
Exos TFP Holdings LLC |
New York, NY |
Q4 2023
|
188
|
$160 M
|
EXXONMOBIL INVESTMENT MANAGEMENT INC /TX |
Irving, TX |
Q1 2018
|
506
|
$3.5 B
|