| EACHWIN CAPITAL, LP |
New York, NY |
Q3 2016
|
99
|
$110 M
|
| EADS & HEALD WEALTH MANAGEMENT |
Atlanta, GA |
Q1 2024
|
144
|
$210 M
|
| EAGLE ASSET MANAGEMENT INC |
St Petersburg, FL |
Q4 2023
|
558
|
$19 B
|
| Eagle Bay Advisors LLC |
New York, NY |
Q4 2023
|
939
|
$160 M
|
| Eagle Bluffs Wealth Management LLC |
Columbia, MO |
Q1 2024
|
69
|
$160 M
|
| EAGLE BOSTON INVESTMENT MANAGEMENT INC |
St Petersburg, FL |
Q2 2019
|
96
|
$87 M
|
| EAGLE CAPITAL MANAGEMENT LLC |
New York, NY |
Q4 2023
|
49
|
$24 B
|
| Eagle Capital Management, LLC |
Mandeville, LA |
Q1 2024
|
40
|
$220 M
|
| EagleClaw Capital Managment, LLC |
Boston, MA |
Q4 2023
|
127
|
$480 M
|
| EAGLE GLOBAL ADVISORS LLC |
Houston, TX |
Q4 2023
|
235
|
$1.7 B
|
| Eagle Health Investments LP |
Greenwich, CT |
Q4 2023
|
22
|
$490 M
|
| Eagle Ridge Investment Management |
Stamford, CT |
Q1 2024
|
148
|
$1.1 B
|
| EAGLE ROCK INVESTMENT COMPANY, LLC |
Atlanta, GA |
Q1 2024
|
143
|
$540 M
|
| Eagle Strategies LLC |
New York, NY |
Q1 2024
|
265
|
$450 M
|
| EAGLE WEALTH STRATEGIES LLC |
West Deptford, NJ |
Q1 2024
|
94
|
$120 M
|
| EAM Global Investors LLC |
Solana Beach, CA |
Q4 2023
|
98
|
$410 M
|
| EAM Investors, LLC |
Solana Beach, CA |
Q4 2023
|
232
|
$560 M
|
| EARNEST PARTNERS LLC |
Atlanta, GA |
Q4 2023
|
288
|
$20 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 |
Q4 2023
|
64
|
$240 M
|
| EASTERLY INVESTMENT PARTNERS LLC |
Beverly, MA |
Q4 2023
|
242
|
$940 M
|
| EASTERN BANK |
Boston, MA |
Q4 2023
|
477
|
$2.2 B
|
| Eastover Investment Advisors LLC |
Charlotte, NC |
Q1 2024
|
46
|
$200 M
|
| Eaton-Cambridge Inc. |
Phoenix, AZ |
Q4 2023
|
32
|
$170 M
|
| Eaton Financial Holdings Company, LLC |
Coral Springs, FL |
Q1 2024
|
60
|
$190 M
|
| EATON VANCE MANAGEMENT |
Boston, MA |
Q3 2022
|
1,538
|
$67 B
|
| Ebor Charitable Trust |
Jackson, WY |
Q4 2023
|
4
|
$46 M
|
| Echinus Advisors, LLC |
New York, NY |
Q2 2020
|
1
|
$0
|
| Echo45 Advisors LLC |
Walnut Creek, CA |
Q1 2024
|
48
|
$140 M
|
| Echo Street Capital Management LLC |
New York, NY |
Q1 2024
|
1
|
$0
|
| Echo Wealth Management, LLC |
Plymouth, MN |
Q1 2024
|
43
|
$120 M
|
| Eclectica Asset Management LLP |
London, United Kingdom |
Q3 2015
|
20
|
$17 M
|
| ECLECTIC ASSOCIATES INC /ADV |
Fullerton, CA |
Q1 2024
|
89
|
$220 M
|
| ECLIPSE VENTURES, LLC |
Palo Alto, CA |
Q4 2023
|
1
|
$11 M
|
| Ecofin Advisors Ltd |
London, United Kingdom |
Q4 2020
|
28
|
$240 M
|
| Econ Financial Services Corp |
Harrisburg, PA |
Q4 2023
|
68
|
$140 M
|
| EcoR1 Capital, LLC |
San Francisco, CA |
Q4 2023
|
51
|
$3.9 B
|
| ECP ControlCo, LLC |
Summit, NJ |
Q4 2023
|
8
|
$460 M
|
| EDBI Pte Ltd |
Singapore |
Q1 2024
|
15
|
$89 M
|
| Edelman Financial Services, LLC |
Fairfax, VA |
Q4 2018
|
29
|
$0
|
| Edenbrook Capital, LLC |
Mt. Kisco, NY |
Q4 2023
|
30
|
$360 M
|
| EDENTREE ASSET MANAGEMENT Ltd |
London, United Kingdom |
Q4 2023
|
74
|
$320 M
|
| EDGAR LOMAX CO/VA |
Kingstowne, VA |
Q4 2023
|
57
|
$1.5 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 |
Q4 2023
|
303
|
$1.8 B
|
| Edge Financial Advisors LLC |
Wheaton, IL |
Q1 2024
|
163
|
$110 M
|
| Edgehill Endowment Partners, LLC |
New Haven, CT |
Q4 2023
|
6
|
$670 M
|
| Edgemoor Investment Advisors, Inc. |
Bethesda, MD |
Q4 2023
|
160
|
$960 M
|
| EdgePoint Investment Group Inc. |
Toronto, Ontario, Canada |
Q4 2023
|
40
|
$12 B
|
| EdgeRock Capital LLC |
Englewood, CO |
Q4 2023
|
328
|
$140 M
|
| Edgestream Partners, L.P. |
Princeton, NJ |
Q4 2023
|
800
|
$1.4 B
|
| Edge Wealth Management LLC |
New York, NY |
Q1 2024
|
79
|
$480 M
|
| EDGEWOOD MANAGEMENT LLC |
Greenwich, CT |
Q4 2023
|
79
|
$35 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 |
Q4 2023
|
1,214
|
$5.6 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 |
Q1 2024
|
137
|
$400 M
|
| EDMP, INC. |
Lutz, FL |
Q1 2024
|
76
|
$120 M
|
| EDMUNDS WHITE PARTNERS LLC |
Richmond, VA |
Q3 2014
|
49
|
$69 M
|
| Efficient Advisors, LLC |
Mason, OH |
Q4 2023
|
65
|
$1.5 B
|
| Efficient Frontier Advisors LLC |
Eastford, CT |
Q1 2024
|
13
|
$130 k
|
| Efficient Market Advisors, LLC |
San Diego, CA |
Q1 2017
|
49
|
$730 M
|
| EFG Asset Management (Americas) Corp. |
Miami, FL |
Q1 2024
|
126
|
$330 M
|
| EFG Asset Management (North America) Corp. |
Portland, OR |
Q4 2023
|
184
|
$530 M
|
| EFG CAPITAL INTERNATIONAL CORP. |
Miami, FL |
Q2 2023
|
138
|
$430 M
|
| E Fund Management Co., Ltd. |
Guangzhou, China |
Q4 2023
|
306
|
$1.6 B
|
| E Fund Management (Hong Kong) Co., Ltd. |
Central, Hong Kong |
Q1 2024
|
75
|
$150 M
|
| E&G Advisors, LP |
Houston, TX |
Q1 2024
|
201
|
$320 M
|
| Egerton Capital (UK) LLP |
London, United Kingdom |
Q4 2023
|
22
|
$9.2 B
|
| EHP Funds Inc. |
Toronto, Canada |
Q4 2023
|
196
|
$280 M
|
| EHRLICH FINANCIAL GROUP |
Laguna Niguel, CA |
Q1 2024
|
99
|
$120 M
|
| Eidelman Virant Capital |
Saint Louis, MO |
Q3 2022
|
177
|
$140 M
|
| EIGHT 31 FINANCIAL LLC |
Midland, TX |
Q4 2023
|
79
|
$160 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 |
Q4 2023
|
734
|
$13 B
|
| Eisler Capital (US) LLC |
New York, NY |
Q4 2023
|
268
|
$3.2 B
|
| EisnerAmper Wealth Management Corporate Benefits, LLC |
Iselin, NJ |
Q4 2023
|
67
|
$270 k
|
| EJF Capital LLC |
Arlington, VA |
Q4 2023
|
93
|
$190 M
|
| ELberon, LLC |
Austin, TX |
Q3 2016
|
9
|
$56 M
|
| ELCO Management Co., LLC |
New York, NY |
Q4 2023
|
154
|
$150 M
|
| Eldred Rock Partners, LLC |
San Antonio, TX |
Q1 2024
|
26
|
$180 M
|
| Eldridge Investment Advisors, Inc. |
Manchester, NH |
Q4 2023
|
142
|
$380 M
|
| Electron Capital Partners, LLC |
New York, NY |
Q4 2023
|
35
|
$2.4 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 |
Q4 2023
|
9
|
$30 M
|
| ELEMENT POINTE ADVISORS, LLC |
Miami, FL |
Q4 2023
|
84
|
$430 M
|
| Element Wealth, LLC |
Ridgeland, MS |
Q4 2023
|
259
|
$160 M
|
| Elephas Investment Management Ltd |
Hong Kong |
Q2 2021
|
22
|
$370 M
|
| Elequin Capital, LP |
New York, NY |
Q4 2023
|
365
|
$330 M
|
| Elevated Capital Advisors, LLC |
Sandy, UT |
Q1 2024
|
175
|
$350 M
|
| ELEVATE WEALTH ADVISORY, INC |
Athens, GA |
Q4 2023
|
110
|
$110 M
|
| Elevation Capital Advisory, LLC |
Bend, OR |
Q2 2021
|
21
|
$180 M
|
| Elevation Management, LLC |
Menlo Park, CA |
Q4 2013
|
2
|
$58 M
|
| ELEVATUS WELATH MANAGEMENT |
Victor, NY |
Q4 2023
|
92
|
$220 M
|
| Eley Financial Management, Inc |
South Burlington, VT |
Q4 2023
|
68
|
$210 M
|
| E-L Financial Corp Ltd |
Toronto, Ontario, Canada |
Q4 2023
|
1
|
$950 M
|
| Elgethun Capital Management |
Sioux Falls, SD |
Q4 2023
|
154
|
$350 M
|
| Eliot Finkel Investment Counsel, LLC |
Beverly Hills, CA |
Q4 2023
|
30
|
$150 M
|
| Elite Life Management LLC |
Erie, PA |
Q4 2023
|
22
|
$17 M
|
| Elite Wealth Management, Inc. |
Kirkland, WA |
Q1 2024
|
49
|
$2.8 B
|
| Elizabeth Park Capital Advisors, Ltd. |
Pepper Pike, OH |
Q4 2023
|
48
|
$140 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 |
Q4 2023
|
48
|
$140 M
|
| Elk River Wealth Management, LLC |
Denver, CO |
Q1 2024
|
97
|
$490 M
|
| Ellenbecker Investment Group |
Waukesha, WI |
Q1 2024
|
105
|
$480 M
|
| ELLERSON GROUP INC /ADV |
Annapolis, MD |
Q4 2023
|
47
|
$120 M
|
| Ellevest, Inc. |
New York, NY |
Q4 2023
|
388
|
$1.5 B
|
| ELLINGTON MANAGEMENT GROUP LLC |
Old Greenwich, CT |
Q2 2021
|
176
|
$680 M
|
| Elliott Investment Management L.P. |
West Palm Beach, FL |
Q4 2023
|
60
|
$19 B
|
| ELLIOTT MANAGEMENT CORP |
New York, NY |
Q3 2020
|
1
|
$0
|
| Ellis Investment Partners, LLC |
Berwyn, PA |
Q1 2024
|
229
|
$460 M
|
| Ellis Lake Capital, LLC |
New York, NY |
Q3 2015
|
1
|
$970 k
|
| Ellsworth Advisors, LLC |
Hudson, OH |
Q1 2024
|
170
|
$350 M
|
| ELM ADVISORS, LLC |
Burlingame, CA |
Q1 2022
|
45
|
$74 M
|
| Elm Partners Management LLC |
Philadelphia, PA |
Q4 2023
|
52
|
$1.1 B
|
| Elm Ridge Management, LLC |
Briarcliff Manor, NY |
Q4 2023
|
25
|
$90 M
|
| Elmrox Investment Group IM L.P. |
New York, NY |
Q2 2016
|
1
|
$110 M
|
| Elmwood Wealth Management, Inc. |
Berkeley, CA |
Q4 2023
|
104
|
$140 M
|
| Elo Mutual Pension Insurance Co |
Espoo, Finland |
Q4 2023
|
474
|
$3.7 B
|
| El Puerto de Liverpool, S.A.B. de C.V. |
Cuajimalpa, Ciudad De Mexico, Mexico |
Q1 2024
|
1
|
$320 M
|
| Elwood & Goetz Wealth Advisory Group, LLC |
Athens, GA |
Q1 2024
|
87
|
$410 M
|
| Emancipation Management LLC |
New York, NY |
Q4 2019
|
16
|
$22 M
|
| EMC Capital Management |
Houston, TX |
Q4 2023
|
279
|
$150 M
|
| Emerald Acquisition Ltd. |
Seattle, WA |
Q3 2016
|
10,960
|
$52 B
|
| EMERALD ADVISERS, LLC |
Leola, PA |
Q4 2023
|
242
|
$2.3 B
|
| Emerald Advisors, LLC |
Bellevue, WA |
Q1 2024
|
92
|
$560 M
|
| EMERALD MUTUAL FUND ADVISERS TRUST |
Leola, PA |
Q4 2023
|
240
|
$1.9 B
|
| Emergence GP Partners, LLC |
San Francisco, CA |
Q4 2023
|
3
|
$230 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 |
Q4 2023
|
286
|
$110 M
|
| EMG Holdings, L.P. |
Old Greenwich, CT |
Q4 2023
|
65
|
$610 M
|
| EMINENCE CAPITAL, LP |
New York, NY |
Q4 2023
|
61
|
$6.7 B
|
| EMJ Capital Ltd. |
Toronto, Ontario, Canada |
Q4 2022
|
3
|
$3.1 M
|
| EMORY UNIVERSITY |
Atlanta, GA |
Q4 2023
|
7
|
$160 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 |
Q4 2023
|
190
|
$260 M
|
| Empire Life Investments Inc. |
Toronto, Ontario, Canada |
Q4 2023
|
97
|
$1.5 B
|
| Empirical Asset Management, LLC |
Wellesley, MA |
Q4 2023
|
176
|
$120 M
|
| Empirical Capital Management, LLC |
Hendersonville, TN |
Q4 2023
|
14
|
$110 M
|
| EMPIRICAL CAPITAL PARTNERS LP |
Atlanta, GA |
Q4 2014
|
27
|
$100 M
|
| Empirical Finance, LLC |
Havertown, PA |
Q4 2023
|
513
|
$1.4 B
|
| Empirical Financial Services, LLC d.b.a. Empirical Wealth Management |
Seattle, WA |
Q4 2023
|
498
|
$3.0 B
|
| Employees' Retirement Fund of the City of Fort Worth |
Fort Worth, TX |
Q4 2023
|
13
|
$500 M
|
| Employees Retirement System of Texas |
Austin, TX |
Q4 2023
|
340
|
$8.5 B
|
| Employers Holdings, Inc. |
Reno, NV |
Q1 2021
|
144
|
$170 M
|
| Empower Advisory Group, LLC |
Greenwood Village, CO |
Q4 2023
|
475
|
$25 B
|
| Empowered Funds, LLC |
Havertown, PA |
Q4 2023
|
2,083
|
$4.0 B
|
| Emprise Bank |
Wichita, KS |
Q1 2024
|
108
|
$150 M
|
| Empyrean Capital Partners, LP |
Los Angeles, CA |
Q4 2023
|
58
|
$1.6 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 |
Q4 2023
|
2
|
$160 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 |
Q4 2023
|
3
|
$160 M
|
| EnCap Energy Capital Fund XI, L.P. |
Houston, TX |
Q4 2023
|
2
|
$500 M
|
| EnCap Energy Capital Fund X, L.P. |
Houston, TX |
Q4 2023
|
1
|
$100 M
|
| EnCap Flatrock Midstream Fund III, L.P. |
San Antonio, TX |
Q4 2023
|
1
|
$36 M
|
| EnCap Flatrock Midstream Fund IV, L.P. |
San Antonio, TX |
Q4 2023
|
1
|
$39 M
|
| Encompass Capital Advisors LLC |
New York, NY |
Q4 2023
|
57
|
$1.7 B
|
| Encompass More Asset Management |
Danville, CA |
Q4 2023
|
91
|
$89 M
|
| ENCOMPASS WEALTH ADVISORS, LLC |
Portland, OR |
Q4 2023
|
274
|
$330 M
|
| ENDEAVOUR CAPITAL ADVISORS INC |
Greenwich, CT |
Q4 2023
|
32
|
$300 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 |
Q4 2023
|
137
|
$120 M
|
| Endurance Services Ltd |
Purchase, NY |
Q4 2023
|
9
|
$440 M
|
| Endurance Wealth Management, Inc. |
Providence, RI |
Q2 2023
|
774
|
$730 M
|
| Endurant Capital Management LP |
San Mateo, CA |
Q4 2023
|
25
|
$17 M
|
| Energy Capital Partners III, LLC |
Short Hills, NJ |
Q2 2017
|
1
|
$240 M
|
| Energy Income Partners, LLC |
Westport, CT |
Q4 2023
|
157
|
$4.6 B
|
| Energy Opportunities Capital Management, LLC |
Austin, TX |
Q4 2022
|
37
|
$34 M
|
| EnerVest, Ltd. |
Houston, TX |
Q4 2023
|
1
|
$180 M
|
| Engadine Partners LLP |
London, United Kingdom |
Q3 2019
|
1
|
$0
|
| Engaged Capital LLC |
Newport Beach, CA |
Q4 2023
|
9
|
$680 M
|
| Engine Capital Management, LP |
New York, NY |
Q4 2023
|
38
|
$610 M
|
| Engineers Gate Manager LP |
New York, NY |
Q4 2023
|
1,934
|
$3.5 B
|
| ENGINE NO. 1 LLC |
San Francisco, CA |
Q4 2023
|
7
|
$55 M
|
| Engle Capital Management, L.P. |
Greenwich, CT |
Q4 2023
|
27
|
$290 M
|
| ENGLISH CAPITAL MANAGEMENT LLC |
Bloomfield Hills, MI |
Q4 2023
|
33
|
$120 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 |
Q4 2023
|
51
|
$240 M
|
| Ensemble Capital Management, LLC |
San Francisco, CA |
Q4 2023
|
23
|
$1.1 B
|
| Ensign Peak Advisors, Inc |
Salt Lake City, UT |
Q4 2023
|
1,739
|
$51 B
|
| Enstar Group LTD |
Hamilton, Bermuda |
Q4 2023
|
9
|
$340 M
|
| Enterprise Bank & Trust Co |
Lowell, MA |
Q1 2024
|
124
|
$290 M
|
| ENTERPRISE FINANCIAL SERVICES CORP |
Clayton, MO |
Q4 2023
|
265
|
$160 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 |
Q4 2023
|
533
|
$540 M
|
| ENTRUST GLOBAL PARTNERS L L C |
New York, NY |
Q4 2023
|
5
|
$190 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 |
Q4 2023
|
1,330
|
$100 M
|
| ENVESTNET ASSET MANAGEMENT INC |
Berwyn, PA |
Q4 2023
|
4,042
|
$240 B
|
| Envestnet Portfolio Solutions, Inc. |
Berwyn, PA |
Q4 2023
|
1,531
|
$24 B
|
| Envision Financial Planning, LLC |
Memphis, TN |
Q4 2023
|
30
|
$110 M
|
| ENZI WEALTH |
Austin, TX |
Q1 2024
|
59
|
$210 M
|
| E. Ohman J:or Asset Management AB |
Stockholm, Sweden |
Q4 2023
|
409
|
$2.7 B
|
| Eos Focused Equity Management, L.P. |
New York, NY |
Q4 2023
|
1
|
$0
|
| Eos Management, L.P. |
New York, NY |
Q4 2023
|
39
|
$230 M
|
| EPACRIA CAPITAL PARTNERS, LLC |
Boulder, CO |
Q4 2023
|
54
|
$120 M
|
| EPG Wealth Management LLC |
Atlanta, GA |
Q4 2023
|
425
|
$380 M
|
| Epic Trust Investment Advisors, LLC |
Richland, WA |
Q1 2024
|
108
|
$81 M
|
| EPIQ Capital Group, LLC |
San Francisco, CA |
Q4 2023
|
57
|
$220 M
|
| EPIQ PARTNERS, LLC |
Minneapolis, MN |
Q1 2024
|
75
|
$150 M
|
| Epoch Investment Partners, Inc. |
New York, NY |
Q4 2023
|
885
|
$22 B
|
| Epstein & White Financial LLC |
San Diego, CA |
Q2 2021
|
94
|
$380 M
|
| EP Wealth Advisors, LLC |
Torrance, CA |
Q4 2023
|
814
|
$7.8 B
|
| EQ LLC |
Bellevue, WA |
Q4 2023
|
44
|
$140 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 |
Q1 2024
|
8
|
$120 M
|
| Equitable Holdings, Inc. |
New York, NY |
Q4 2023
|
1,237
|
$8.1 B
|
| EQUITABLE TRUST CO |
Nashville, TN |
Q1 2024
|
656
|
$1.4 B
|
| Equita Financial Network, Inc. |
Fort Washington, PA |
Q4 2023
|
70
|
$190 M
|
| EQUITEC PROPRIETARY MARKETS, LLC |
Chicago, IL |
Q1 2024
|
90
|
$160 M
|
| EQUITEC SPECIALISTS, LLC |
Chicago, IL |
Q2 2021
|
2
|
$710 k
|
| EQUITY INVESTMENT CORP |
Atlanta, GA |
Q4 2023
|
60
|
$3.6 B
|
| Equius Partners, Inc. |
Novato, CA |
Q4 2022
|
28
|
$320 M
|
| Ergawealth Advisors, Inc. |
Oak Brook, IL |
Q4 2023
|
51
|
$160 M
|
| Ergoteles LLC |
New York, NY |
Q3 2023
|
19
|
$68 M
|
| Erickson Financial Group, LLC |
Allentown, PA |
Q4 2023
|
23
|
$120 M
|
| ERn Financial, LLC |
Middleton, WI |
Q1 2024
|
173
|
$580 M
|
| ERN LLC |
Wilmington, DE |
Q2 2022
|
66
|
$89 M
|
| ERTS Wealth Advisors, LLC |
Marquette, MI |
Q1 2024
|
88
|
$490 M
|
| Ervin Investment Management, LLC |
Seattle, WA |
Q1 2024
|
36
|
$140 M
|
| ESA Global Value Fund |
Grand Cayman, Cayman Islands |
Q3 2023
|
6
|
$0
|
| Eschler Asset Management LLP |
Cambridge, United Kingdom |
Q4 2023
|
75
|
$130 M
|
| ESG Planning |
Santa Clara, CA |
Q4 2023
|
18
|
$94 M
|
| ESL Trust Services, LLC |
Rochester, NY |
Q4 2023
|
36
|
$350 M
|
| Espalier Global Management LLC |
New York, NY |
Q4 2016
|
1
|
$0
|
| Essential Planning, LLC. |
Portsmouth, NH |
Q4 2023
|
64
|
$200 M
|
| Essex Financial Services, Inc. |
Essex, CT |
Q1 2024
|
544
|
$1.1 B
|
| ESSEX INVESTMENT MANAGEMENT CO LLC |
Boston, MA |
Q4 2023
|
315
|
$510 M
|
| Essex LLC |
Deer Park, IL |
Q4 2023
|
149
|
$400 M
|
| Essex Private Wealth Management, LLC |
Topsfield, MA |
Q1 2024
|
33
|
$35 M
|
| Essex Savings Bank |
Essex, CT |
Q1 2024
|
500
|
$340 M
|
| Essex Woodlands Management, Inc. |
The Woodlands, TX |
Q4 2023
|
7
|
$400 M
|
| Estabrook Capital Management |
New York, NY |
Q4 2023
|
363
|
$610 M
|
| Estate Counselors, LLC |
Thiensville, WI |
Q4 2023
|
118
|
$810 M
|
| Estuary Capital Management LP |
Wayzata, MN |
Q4 2023
|
18
|
$170 M
|
| Etesian Wealth Advisors, Inc. |
West Linn, OR |
Q1 2024
|
112
|
$170 M
|
| ETFIDEA, LLC |
Syracuse, NY |
Q4 2023
|
108
|
$270 M
|
| ETF MANAGERS GROUP, LLC |
Summit, NJ |
Q1 2023
|
777
|
$3.1 B
|
| ETF Portfolio Partners, Inc. |
Leawood, KS |
Q4 2023
|
48
|
$300 M
|
| ETF Store, Inc. |
Overland Park, KS |
Q4 2023
|
100
|
$150 M
|
| Ethic Inc. |
New York, NY |
Q4 2023
|
1,049
|
$3.4 B
|
| Ethos Financial Group, LLC |
King Of Prussia, PA |
Q4 2023
|
270
|
$470 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 |
Dayton, OH |
Q4 2023
|
90
|
$750 M
|
| Euclid Advisors LLC |
Hartford, CT |
Q3 2017
|
1
|
$0
|
| Euclidean Capital LLC |
New York, NY |
Q4 2023
|
13
|
$890 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 |
Q4 2023
|
243
|
$210 M
|
| EULAV Asset Management |
New York, NY |
Q4 2023
|
176
|
$3.2 B
|
| Euro Pacific Asset Management, LLC |
Dorado, Puerto Rico |
Q4 2023
|
68
|
$470 M
|
| Evanson Asset Management, LLC |
Carmel, CA |
Q1 2024
|
307
|
$1.3 B
|
| Evanston Investments, Inc., dba Evanston Advisors |
Schaumburg, IL |
Q4 2018
|
63
|
$370 M
|
| Evensky & Katz LLC |
Coral Gables, FL |
Q1 2024
|
88
|
$1.4 M
|
| EVENTIDE ASSET MANAGEMENT, LLC |
Boston, MA |
Q4 2023
|
152
|
$6.1 B
|
| Evercore Trust Company, N.A. |
New York, NY |
Q4 2018
|
1
|
$0
|
| Evercore Wealth Management, LLC |
New York, NY |
Q4 2023
|
743
|
$6.0 B
|
| EVERENCE CAPITAL MANAGEMENT INC |
Goshen, IN |
Q4 2023
|
740
|
$1.4 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 |
Q1 2024
|
268
|
$7.5 B
|
| Evergreen Advisors, LLC |
Chattanooga, TN |
Q4 2023
|
17
|
$310 M
|
| EVERGREEN CAPITAL MANAGEMENT LLC |
Bellevue, WA |
Q4 2023
|
1,270
|
$2.4 B
|
| Evergreen Private Wealth LLC |
Greenwood Village, CO |
Q1 2024
|
210
|
$200 M
|
| Evergreen Venture Partners Ltd. |
Herzliya, Israel |
Q4 2023
|
1
|
$110 M
|
| Evergreen Wealth Management, LLC |
Williamston, MI |
Q4 2023
|
55
|
$140 M
|
| Evergreen Wealth Solutions, LLC |
Williamsport, PA |
Q4 2023
|
112
|
$120 M
|
| Everhart Financial Group, Inc. |
Dublin, OH |
Q4 2023
|
240
|
$280 M
|
| EVERMAY WEALTH MANAGEMENT LLC |
Arlington, VA |
Q4 2023
|
676
|
$540 M
|
| Evermore Global Advisors, LLC |
Summit, NJ |
Q4 2022
|
7
|
$26 M
|
| Evernest Financial Advisors, LLC |
Carmel, IN |
Q4 2021
|
116
|
$190 M
|
| EVERPAR ADVISORS LLC |
Tulsa, OK |
Q1 2024
|
232
|
$160 M
|
| EverPoint Asset Management, LLC |
Stamford, CT |
Q4 2016
|
402
|
$5.4 B
|
| Eversept Partners, LP |
New York, NY |
Q4 2023
|
57
|
$1.1 B
|
| EverSource Wealth Advisors, LLC |
Birmingham, AL |
Q4 2023
|
6,812
|
$1.1 B
|
| EVEXIA WEALTH LLC |
Stevens Point, WI |
Q4 2023
|
56
|
$240 M
|
| EVOKE WEALTH, LLC |
Los Angeles, CA |
Q4 2023
|
591
|
$4.7 B
|
| Evolution Advisers, Inc. |
Richmond, VA |
Q4 2023
|
221
|
$160 M
|
| Evolutionary Tree Capital Management, LLC |
Alexandria, VA |
Q4 2023
|
33
|
$91 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 |
Q1 2024
|
135
|
$520 M
|
| EVR Research LP |
Richmond, VA |
Q4 2023
|
36
|
$450 M
|
| EWA, LLC |
Pittsbugh, PA |
Q4 2023
|
143
|
$210 M
|
| EWG Elevate Inc. |
Roseville, CA |
Q1 2024
|
125
|
$260 M
|
| Ewing Morris & Co. Investment Partners Ltd. |
Toronto, Ontario, Canada |
Q4 2023
|
33
|
$140 M
|
| Exane Asset Management |
Paris, France |
Q1 2024
|
13
|
$130 M
|
| EXANE DERIVATIVES |
Paris, France |
Q2 2022
|
758
|
$170 M
|
| EXCALIBUR MANAGEMENT CORP |
Waltham, MA |
Q4 2023
|
160
|
$210 M
|
| EXCELSIA, INC. |
Savannah, GA |
Q2 2015
|
18
|
$47 M
|
| Exchange Bank |
Santa Rosa, CA |
Q1 2024
|
192
|
$120 M
|
| Exchange Capital Management, Inc. |
Ann Arbor, MI |
Q1 2024
|
188
|
$610 M
|
| EXCHANGE TRADED CONCEPTS, LLC |
Oklahoma City, OK |
Q1 2024
|
1,232
|
$3.9 B
|
| EXECUTIVE WEALTH GROUP LLC |
Kirkland, WA |
Q1 2024
|
57
|
$480 M
|
| Executive Wealth Management, LLC |
Brighton, MI |
Q4 2023
|
215
|
$1.1 B
|
| EXELON CORP |
Chicago, IL |
Q3 2022
|
1
|
$0
|
| EXENCIAL WEALTH ADVISORS, LLC |
Oklahoma City, OK |
Q4 2023
|
477
|
$2.5 B
|
| Exeter Financial, LLC |
Scottsdale, AZ |
Q1 2024
|
90
|
$220 M
|
| ExodusPoint Capital Management, LP |
New York, NY |
Q4 2023
|
1,398
|
$15 B
|
| Exome Asset Management LLC |
New York, NY |
Q4 2023
|
52
|
$100 M
|
| Exor N.V. |
Amsterdam, Netherlands |
Q1 2024
|
2
|
$3.3 B
|
| Exos Asset Management LLC |
New York, NY |
Q2 2022
|
307
|
$190 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
|