| F3Logic, LLC |
Burnsville, MN |
Q4 2022
|
186
|
$480 M
|
| Facet Wealth, Inc. |
West Palm Beach, FL |
Q1 2026
|
349
|
$5.8 B
|
| FACT Capital, LP |
New York, NY |
Q1 2026
|
17
|
$150 M
|
| FACTORIAL MANAGEMENT Ltd |
Hong Kong |
Q1 2026
|
3
|
$3.8 M
|
| Factorial Partners, LLC |
Mt. Kisco, NY |
Q1 2026
|
60
|
$140 M
|
| Factor Wealth Management LTD |
Chicago, IL |
Q1 2026
|
162
|
$530 M
|
| FACTORY MUTUAL INSURANCE CO |
Waltham, MA |
Q1 2026
|
196
|
$8.9 B
|
| FAGAN ASSOCIATES, INC. |
Troy, NY |
Q1 2026
|
135
|
$720 M
|
| Fairbanks Capital Management, Inc. |
Rancho Santa Fe, CA |
Q1 2026
|
51
|
$160 M
|
| FAIRFAX FINANCIAL HOLDINGS LTD/ CAN |
Toronto, Ontario, Canada |
Q1 2026
|
29
|
$1.9 B
|
| FAIRFIELD, BUSH & CO. |
Darien, CT |
Q1 2026
|
119
|
$180 M
|
| Fairfield Financial Advisors, LTD |
Wellesley, MA |
Q1 2026
|
74
|
$290 M
|
| Fairfield University |
Fairfield, CT |
Q1 2026
|
4
|
$200 M
|
| Fairhaven Wealth Management, LLC |
Oak Brook, IL |
Q4 2024
|
116
|
$320 M
|
| FAIRHOLME CAPITAL MANAGEMENT LLC |
South Miami, FL |
Q1 2026
|
10
|
$1.5 B
|
| Fairman Group, LLC |
Chesterbrook, PA |
Q1 2026
|
327
|
$120 M
|
| Fairmount Funds Management LLC |
West Conshohocken, PA |
Q1 2026
|
12
|
$1.4 B
|
| Fairpointe Capital LLC |
Chicago, IL |
Q1 2021
|
114
|
$66 M
|
| Fairscale Capital, LLC |
Nashua, NH |
Q1 2026
|
437
|
$140 M
|
| Fairtree Asset Management (Pty) Ltd |
Bellville, South Africa |
Q1 2026
|
96
|
$220 M
|
| FAIRVIEW CAPITAL INVESTMENT MANAGEMENT, LLC |
Greenbrae, CA |
Q1 2026
|
190
|
$1.8 B
|
| Fairvoy Private Wealth, LLC |
Birmingham, AL |
Q1 2026
|
201
|
$420 M
|
| Fairway Financial, LLC |
Casselberry, FL |
Q1 2026
|
23
|
$130 M
|
| Fairway Wealth LLC |
Independence, OH |
Q1 2026
|
192
|
$380 M
|
| Faithward Advisors, LLC |
Lancaster, PA |
Q1 2026
|
326
|
$700 M
|
| FALCON POINT CAPITAL, LLC |
San Francisco, CA |
Q4 2020
|
45
|
$12 M
|
| Falcon Wealth Planning |
Ontario, CA |
Q1 2026
|
236
|
$1.5 B
|
| Family Asset Management, LLC |
Charleston, SC |
Q3 2024
|
209
|
$170 M
|
| Family Capital Management, Inc. |
Grand Rapids, MI |
Q1 2026
|
104
|
$220 M
|
| Family Capital Trust Co |
Peabody, MA |
Q1 2026
|
89
|
$280 M
|
| Family CFO Inc |
Los Altos, CA |
Q1 2026
|
41
|
$220 M
|
| Family Firm, Inc. |
Bethesda, MD |
Q2 2025
|
87
|
$410 M
|
| Family Investment Center, Inc. |
Saint Joseph, MO |
Q1 2026
|
91
|
$520 M
|
| Family Legacy Financial Solutions, LLC |
Cary, NC |
Q1 2026
|
48
|
$120 M
|
| Family Legacy, Inc. |
Greenville, SC |
Q1 2026
|
124
|
$330 M
|
| Family Manage LLC |
New York, NY |
Q1 2026
|
305
|
$830 M
|
| Family Office Research LLC |
Bethesda, MD |
Q1 2026
|
75
|
$230 M
|
| FAMILY WEALTH PARTNERS, LLC |
Matthews, NC |
Q1 2026
|
105
|
$290 M
|
| FARALLON CAPITAL MANAGEMENT LLC |
San Francisco, CA |
Q1 2026
|
172
|
$18 B
|
| FARLEY CAPITAL L.P. |
New York, NY |
Q1 2026
|
18
|
$120 M
|
| FARMERS & MERCHANTS INVESTMENTS INC |
Lincoln, NE |
Q1 2026
|
1,760
|
$3.6 B
|
| Farmers & Merchants Trust Co of Chambersburg PA |
Chambersburg, PA |
Q1 2026
|
335
|
$370 M
|
| FARMERS & MERCHANTS TRUST Co OF LONG BEACH |
Long Beach, CA |
Q1 2026
|
302
|
$430 M
|
| Farmers National Bank |
Danville, KY |
Q4 2025
|
251
|
$450 M
|
| Farmer Steven Patrick |
Chicago, IL |
Q2 2022
|
369
|
$6.4 B
|
| FARMERS TRUST CO |
Youngstown, OH |
Q1 2026
|
203
|
$640 M
|
| Farmhouse Investment Management LLC |
Greenbrae, CA |
Q3 2018
|
17
|
$190 M
|
| Farmstead Capital Management, LLC |
Ridgewood, NJ |
Q3 2019
|
6
|
$49 M
|
| Farnam Financial LLC |
Phoenix, AZ |
Q1 2026
|
49
|
$120 M
|
| Farrell Financial LLC |
Orchard Park, NY |
Q1 2026
|
76
|
$170 M
|
| Farringdon Capital, Ltd. |
London, United Kingdom |
Q1 2026
|
359
|
$460 M
|
| FARR MILLER & WASHINGTON LLC/DC |
Washington, DC |
Q3 2021
|
187
|
$1.5 B
|
| Farrow Financial, Inc. |
South Burlington, VT |
Q1 2026
|
53
|
$180 M
|
| Farther Finance Advisors, LLC |
San Francisco, CA |
Q1 2026
|
5,767
|
$11 B
|
| FAS Wealth Partners, Inc. |
Leawood, KS |
Q4 2025
|
513
|
$1.5 B
|
| Fayerweather Charles |
Boston, MA |
Q2 2020
|
321
|
$57 M
|
| Fayez Sarofim & Co |
Houston, TX |
Q1 2026
|
536
|
$39 B
|
| FBL INVESTMENT MANAGEMENT SERVICES INC/IA |
West Des Moines, IA |
Q4 2019
|
15
|
$40 M
|
| FBR & Co. |
Arlington, VA |
Q4 2013
|
48
|
$59 M
|
| FCA CORP /TX |
Houston, TX |
Q1 2026
|
197
|
$350 M
|
| FC Advisory LLC |
West Chester, PA |
Q1 2026
|
115
|
$340 M
|
| F&C Asset Management plc |
Edinburgh, Scotland, United Kingdom |
Q1 2014
|
732
|
$7.9 B
|
| FCG ADVISORS, LLC |
Chatham, NJ |
Q3 2020
|
187
|
$430 M
|
| FCG Investment Co |
Germantown, TN |
Q1 2026
|
100
|
$230 M
|
| FCM INVESTMENTS/TX |
Dallas, TX |
Q4 2017
|
32
|
$70 M
|
| FCPM III SERVICES B.V. |
Naarden, Netherlands |
Q1 2026
|
14
|
$720 M
|
| FDO Partners, LLC |
Cambridge, MA |
Q1 2018
|
3
|
$750 k
|
| FDx Advisors, Inc. |
Berwyn, PA |
Q1 2026
|
183
|
$310 M
|
| Fearless Solutions, LLC dba Best Invest |
San Antonio, TX |
Q1 2026
|
127
|
$170 M
|
| FEARNLEY ASSET MANAGEMENT AS |
Oslo, Norway |
Q1 2026
|
19
|
$310 M
|
| FEDERAL RESERVE BANK OF NEW YORK |
New York, NY |
Q3 2022
|
1
|
$0
|
| FEDERATED HERMES, INC. |
Pittsburgh, PA |
Q1 2026
|
3,984
|
$61 B
|
| Federation des caisses Desjardins du Quebec |
Levis, Quebec |
Q1 2026
|
6,218
|
$28 B
|
| Fee-Only Financial Planning, L.C. |
Okatie, SC |
Q1 2026
|
43
|
$170 M
|
| FEINBERG STEPHEN |
New York, NY |
Q3 2020
|
5
|
$2.6 B
|
| FELL CAPITAL MANAGEMENT /ADV |
Newport Beach, CA |
Q1 2026
|
91
|
$100 M
|
| FengHe Fund Management Pte. Ltd. |
Singapore |
Q1 2026
|
31
|
$720 M
|
| Fenimore Asset Management Inc |
Cobleskill, NY |
Q1 2026
|
92
|
$4.5 B
|
| Ferguson Johnson Wealth Management Inc |
Rockville, MD |
Q1 2026
|
34
|
$120 M
|
| Ferguson Shapiro LLC |
Decatur, GA |
Q1 2026
|
87
|
$330 M
|
| FERGUSON WELLMAN CAPITAL MANAGEMENT, INC |
Portland, OR |
Q1 2026
|
515
|
$7.3 B
|
| Fermata Advisors, LLC |
Sonoma, CA |
Q1 2026
|
232
|
$440 M
|
| FERNBRIDGE CAPITAL MANAGEMENT LP |
Los Angeles, CA |
Q1 2026
|
17
|
$1.6 B
|
| Fernwood Investment Management, LLC |
Quincy, MA |
Q4 2024
|
165
|
$290 M
|
| Ferox Capital LLP |
London, United Kingdom |
Q4 2020
|
37
|
$61 M
|
| Ferox Capital Management LP |
London, United Kingdom |
Q1 2020
|
37
|
$160 M
|
| Ferris Capital, LLC |
Marlborough, MA |
Q1 2022
|
191
|
$440 M
|
| Feynman Point Asset Management LLC |
New York, NY |
Q1 2026
|
25
|
$81 M
|
| FF Advisors,LLC |
Manhattan Beach, CA |
Q1 2026
|
114
|
$250 M
|
| FFG Partners, LLC |
Fort Lauderdale, FL |
Q1 2026
|
36
|
$250 M
|
| FFG RETIREMENT ADVISORS LLC |
Centennial, CO |
Q1 2026
|
43
|
$170 M
|
| FFL Partners, LLC |
San Francisco, CA |
Q3 2020
|
1
|
$16 M
|
| FFT WEALTH MANAGEMENT LLC |
Philadelphia, PA |
Q1 2026
|
99
|
$550 M
|
| Fi3 FINANCIAL ADVISORS, LLC |
Indianapolis, IN |
Q1 2026
|
218
|
$350 M
|
| FIAT WEALTH MANAGEMENT LLC |
Wayzata, MN |
Q4 2023
|
13
|
$7.9 M
|
| FIC CAPITAL INC |
New York, NY |
Q3 2017
|
119
|
$260 M
|
| Fidato Wealth LLC |
Middleburg Heights, OH |
Q1 2026
|
15
|
$150 M
|
| FIDELIS CAPITAL PARTNERS, LLC |
Tampa, FL |
Q1 2026
|
504
|
$1.4 B
|
| FIDELIS iM, LLC |
Medford, OR |
Q1 2026
|
25
|
$260 M
|
| Fidelis Wealth Advisors LLC |
Castle Rock, CO |
Q1 2026
|
11
|
$69 M
|
| FIDELITY D & D BANCORP INC |
Dunmore, PA |
Q1 2026
|
166
|
$250 M
|
| Fidelity National Financial, Inc. |
Jacksonville, FL |
Q1 2026
|
21
|
$2.7 B
|
| Fideuram Asset Management (Ireland) dac |
Dublin 1, Ireland |
Q1 2026
|
445
|
$790 M
|
| FIDEURAM - INTESA SANPAOLO PRIVATE BANKING S.P.A. |
Turin, Italy |
Q1 2026
|
462
|
$2.8 B
|
| FIDGEON TIMOTHY F |
Boston, MA |
Q3 2015
|
429
|
$200 M
|
| FIDUCIARY ADVISORS, INC. |
St. Louis, MO |
Q1 2026
|
121
|
$130 M
|
| Fiduciary Alliance LLC |
Greenville, SC |
Q1 2026
|
547
|
$1.7 B
|
| FIDUCIARY ASSET MANAGEMENT LLC |
Clayton, MO |
Q1 2015
|
118
|
$580 M
|
| FIDUCIARY COUNSELLING INC |
Saint Paul, MN |
Q1 2026
|
7
|
$36 M
|
| FIDUCIARY FAMILY OFFICE, LLC |
Boca Raton, FL |
Q1 2026
|
179
|
$350 M
|
| FIDUCIARY FINANCIAL GROUP, LLC |
San Rafael, CA |
Q1 2026
|
345
|
$750 M
|
| FIDUCIARY FINANCIAL SERVICES OF THE SOUTHWEST INC /TX |
Dallas, TX |
Q4 2019
|
148
|
$380 M
|
| Fiduciary Group, LLC |
Savannah, GA |
Q1 2026
|
297
|
$1.2 B
|
| FIDUCIARY MANAGEMENT ASSOCIATES LLC |
Chicago, IL |
Q1 2016
|
172
|
$1.5 B
|
| FIDUCIARY MANAGEMENT INC /WI/ |
Milwaukee, WI |
Q1 2026
|
62
|
$8.1 B
|
| Fiduciary Planning LLC |
Englewood, FL |
Q1 2026
|
76
|
$330 M
|
| FIDUCIARY SERVICES CORP/GA |
Savannah, GA |
Q1 2015
|
194
|
$310 M
|
| Fiduciary Trust Co |
Boston, MA |
Q1 2026
|
1,564
|
$8.5 B
|
| FIDUCIARY TRUST INTERNATIONAL LLC |
Lincoln, MA |
Q2 2020
|
134
|
$610 M
|
| Fiduciary Wealth Partners, LLC |
Newton, MA |
Q1 2026
|
60
|
$150 M
|
| FIDUCIENT ADVISORS LLC |
Chicago, IL |
Q1 2026
|
139
|
$760 M
|
| Fielder Capital Group LLC |
Nashville, TN |
Q1 2026
|
290
|
$460 M
|
| Field & Main Bank |
Henderson, KY |
Q1 2026
|
326
|
$340 M
|
| FIELDPOINT PRIVATE ADVISORS, INC |
New York, NY |
Q4 2017
|
1
|
$0
|
| Fieldpoint Private Securities, LLC |
Greenwich, CT |
Q2 2022
|
1,592
|
$340 M
|
| Fieldview Capital Management, LLC |
Niles, MI |
Q1 2026
|
468
|
$340 M
|
| Fiera Capital Corp |
Montreal, Quebec |
Q1 2026
|
684
|
$29 B
|
| FIFTHDELTA Ltd |
London, United Kingdom |
Q1 2026
|
11
|
$720 M
|
| FIFTH LANE CAPITAL, LP |
Austin, TX |
Q1 2026
|
58
|
$82 M
|
| FIFTH THIRD BANCORP |
Cincinnati, OH |
Q1 2026
|
4,303
|
$55 B
|
| Fifth Third Securities, Inc. |
Cincinnati, OH |
Q1 2026
|
341
|
$1.5 B
|
| Fifth Third Wealth Advisors LLC |
Cincinnati, OH |
Q1 2026
|
812
|
$3.0 B
|
| FIGURE 8 INVESTMENT STRATEGIES LLC |
Boise, ID |
Q1 2026
|
56
|
$100 M
|
| Filament LLC |
Seattle, WA |
Q3 2020
|
35
|
$370 M
|
| Filbrandt Wealth Management, LLC |
Middleton, WI |
Q3 2021
|
246
|
$170 M
|
| FIL Ltd |
Hamilton, Bermuda |
Q1 2026
|
1,826
|
$130 B
|
| Financial Advantage, Inc. |
Columbia, MD |
Q3 2023
|
33
|
$65 M
|
| Financial Advisors, LLC |
Andover, MA |
Q3 2025
|
80
|
$560 M
|
| Financial Advisors Network, Inc. |
Tustin, CA |
Q1 2026
|
204
|
$720 M
|
| Financial Advisory Corp |
Grand Rapids, MI |
Q1 2026
|
51
|
$720 M
|
| Financial Advisory Group |
Houston, TX |
Q1 2024
|
91
|
$570 M
|
| FINANCIAL ADVISORY PARTNERS, LLC |
Winter Park, FL |
Q1 2026
|
66
|
$350 M
|
| Financial Advocates Investment Management |
Olympia, WA |
Q3 2025
|
104
|
$180 M
|
| Financial Alternatives, Inc |
La Jolla, CA |
Q1 2026
|
79
|
$190 M
|
| Financial Architects, Inc |
Marlton, NJ |
Q2 2023
|
316
|
$660 M
|
| Financial Architects, LLC |
Woodstock, GA |
Q1 2026
|
25
|
$190 M
|
| Financial Avengers, Inc. |
Oakland, CA |
Q1 2026
|
151
|
$220 M
|
| Financial Concepts Unlimited, Inc. |
Centreville, ME |
Q1 2026
|
44
|
$110 M
|
| Financial Connections Group, Inc. |
Corte Madera, CA |
Q1 2026
|
251
|
$290 M
|
| Financial Consulate Inc. |
Hunt Valley, MD |
Q2 2021
|
131
|
$280 M
|
| FINANCIAL CONSULATE, INC |
Hunt Valley, MD |
Q1 2026
|
1,402
|
$800 M
|
| Financial Council, LLC |
Towson, MD |
Q1 2026
|
101
|
$260 M
|
| FINANCIAL COUNSELORS INC |
Overland Park, KS |
Q1 2026
|
12
|
$71 M
|
| Financial Designs Corp |
Claremont, CA |
Q1 2026
|
40
|
$180 M
|
| FINANCIAL DISCOVERY GROUP INC |
Atlanta, GA |
Q1 2026
|
16
|
$43 M
|
| Financial Engines Advisors L.L.C. |
Santa Clara, CA |
Q1 2026
|
530
|
$49 B
|
| Financial Enhancement Group LLC |
Anderson, IN |
Q1 2026
|
136
|
$810 M
|
| Financial Freedom, LLC |
Cincinnati, OH |
Q1 2026
|
426
|
$200 M
|
| Financial Futures Ltd Liability Co. |
Brielle, NJ |
Q1 2026
|
72
|
$230 M
|
| Financial Gravity Asset Management, Inc. |
Lakeway, TX |
Q1 2026
|
973
|
$560 M
|
| Financial Gravity Companies, Inc. |
Lakeway, TX |
Q2 2025
|
1,015
|
$510 M
|
| Financial Guidance Group, Inc. |
Palm Harbor, FL |
Q1 2026
|
89
|
$250 M
|
| Financial Harvest, LLC |
Winter Park, FL |
Q1 2026
|
57
|
$170 M
|
| Financial Insights, Inc. |
Tacoma, WA |
Q1 2026
|
130
|
$310 M
|
| FINANCIAL & INVESTMENT MANAGEMENT GROUP LTD |
Traverse City, MI |
Q4 2018
|
124
|
$270 M
|
| FINANCIAL LIFE ADVISORS |
San Antonio, TX |
Q1 2026
|
52
|
$320 M
|
| Financial Life Planners |
Tempe, AZ |
Q1 2026
|
367
|
$130 M
|
| Financially in Tune, LLC |
Stoneham, MA |
Q1 2026
|
77
|
$120 M
|
| Financially Speaking Inc |
Greenwood Village, CO |
Q1 2026
|
116
|
$21 M
|
| FINANCIAL MANAGEMENT CONCEPTS CORP /ADV |
Winter Springs, FL |
Q4 2021
|
29
|
$140 M
|
| FINANCIAL MANAGEMENT NETWORK INC |
Mission Viejo, CA |
Q1 2026
|
191
|
$650 M
|
| Financial Management Professionals, Inc. |
Austin, TX |
Q1 2026
|
963
|
$890 M
|
| Financial Network Wealth Advisors LLC |
Murray, UT |
Q1 2026
|
772
|
$98 M
|
| FINANCIAL PARTNERS CAPITAL MANAGEMENT LLC |
New York, NY |
Q4 2022
|
116
|
$450 M
|
| Financial Partners Group, Inc |
Overland Park, KS |
Q1 2026
|
227
|
$840 M
|
| Financial Partners Group, LLC |
Gallatin, TN |
Q2 2025
|
88
|
$280 M
|
| Financial Perspectives, Inc |
Minneapolis, MN |
Q1 2026
|
716
|
$360 M
|
| Financial Plan, Inc. |
Bellingham, WA |
Q1 2026
|
94
|
$930 M
|
| Financial Planners of Cleveland, Inc. |
Mayfield Heights, OH |
Q2 2022
|
1
|
$0
|
| Financial Planning Fort Collins, LLC |
Fort Collins, CO |
Q1 2026
|
33
|
$130 M
|
| Financial Planning Hawaii, Inc. |
Honolulu, HI |
Q1 2026
|
123
|
$170 M
|
| Financial Planning & Information Services, Inc. |
De Pere, WI |
Q3 2024
|
88
|
$730 M
|
| Financial Planning Navigators CORP |
Maple Grove, MN |
Q1 2026
|
51
|
$230 M
|
| Financial Security Advisor, Inc. |
Virginia Beach, VA |
Q1 2026
|
160
|
$540 M
|
| Financial Sense Advisors, Inc. |
San Diego, CA |
Q1 2026
|
142
|
$490 M
|
| Financial Strategies Group, Inc. |
Okemos, MI |
Q1 2026
|
101
|
$600 M
|
| Financial Symmetry Inc |
Raleigh, NC |
Q1 2026
|
63
|
$280 M
|
| Financial Synergies Wealth Advisors, Inc. |
Houston, TX |
Q1 2026
|
131
|
$1.0 B
|
| Financial & Tax Architects, LLC |
St Louis, MO |
Q1 2026
|
108
|
$450 M
|
| Financiere des Professionnels - Fonds d'investissement inc. |
Montreal, Quebec |
Q1 2026
|
428
|
$1.7 B
|
| FinArc Investments, Inc. |
Norwood, MA |
Q1 2026
|
43
|
$100 M
|
| FinDec Wealth Services, Inc. |
Stockton, CA |
Q1 2026
|
30
|
$82 M
|
| FINDELL CAPITAL MANAGEMENT LLC |
New York, NY |
Q1 2026
|
18
|
$340 M
|
| Findlay Park Partners LLP |
London, United Kingdom |
Q1 2026
|
56
|
$7.2 B
|
| Fine Capital Partners, L.P. |
New York, NY |
Q4 2025
|
1
|
$0
|
| FineMark National Bank & Trust |
Fort Myers, FL |
Q4 2025
|
515
|
$3.2 B
|
| Finepoint Capital LP |
Boston, MA |
Q1 2026
|
9
|
$2.0 B
|
| Finer Wealth Management, Inc. |
Salem, MA |
Q1 2026
|
87
|
$200 M
|
| Fingerlakes Wealth Management, Inc. |
Ithaca, NY |
Q1 2026
|
97
|
$150 M
|
| Finhabits Advisors LLC |
New York, NY |
Q1 2026
|
15
|
$110 M
|
| Finivi Inc. |
Westborough, MA |
Q1 2026
|
103
|
$180 M
|
| Finley Financial, LLC |
Las Vegas, NV |
Q1 2026
|
107
|
$210 M
|
| FinTrust Capital Advisors, LLC |
Greenville, SC |
Q3 2024
|
1,410
|
$590 M
|
| FinTrust Investment Advisory Services, LLC |
Greenville, SC |
Q1 2018
|
116
|
$110 M
|
| Finward Bancorp |
Munster, IN |
Q1 2026
|
182
|
$130 M
|
| Fire Capital Management LLC |
San Francisco, CA |
Q1 2026
|
108
|
$210 M
|
| Firefly Value Partners, LP |
Newtown, PA |
Q4 2020
|
1
|
$0
|
| Firestone Capital Management |
South Miami, FL |
Q1 2026
|
160
|
$480 M
|
| FIRETHORN WEALTH PARTNERS, LLC |
Augusta, GA |
Q1 2026
|
191
|
$270 M
|
| FIRETRAIL INVESTMENTS PTY LTD |
Brisbane, Qld, Australia |
Q1 2026
|
28
|
$290 M
|
| First Affirmative Financial Network |
Colorado Springs, CO |
Q1 2026
|
325
|
$260 M
|
| First Allied Advisory Services, Inc. |
San Diego, CA |
Q3 2020
|
1,181
|
$3.0 B
|
| First Allied Asset Management, Inc. |
San Diego, CA |
Q4 2015
|
1
|
$0
|
| FIRST AMERICAN BANK |
Dundee, IL |
Q1 2026
|
282
|
$1.6 B
|
| First American Financial Corp |
Santa Ana, CA |
Q1 2026
|
3
|
$370 M
|
| FIRST AMERICAN TRUST, FSB |
Santa Ana, CA |
Q1 2026
|
465
|
$1.5 B
|
| First Ascent Asset Management, LLC |
Denver, CO |
Q4 2023
|
53
|
$890 M
|
| First Bancorp, Inc /ME/ |
Damariscotta, ME |
Q1 2026
|
237
|
$200 M
|
| First Bank & Trust |
Brookings, SD |
Q1 2026
|
397
|
$620 M
|
| First Beijing Investment Ltd |
Hong Kong |
Q1 2026
|
12
|
$2.3 B
|
| First Business Financial Services, Inc. |
Madison, WI |
Q1 2026
|
192
|
$1.1 B
|
| First Capital Advisors Group, LLC. |
Little Silver, NJ |
Q2 2023
|
971
|
$190 M
|
| First Citizens Asset Management, Inc. |
Raleigh, NC |
Q1 2026
|
28
|
$280 M
|
| First Citizens Bancorporation Inc |
Columbia, SC |
Q4 2014
|
203
|
$150 M
|
| FIRST CITIZENS BANK & TRUST CO |
Raleigh, NC |
Q1 2026
|
925
|
$4.7 B
|
| First Citizens Financial Corp |
Mason City, IA |
Q1 2026
|
136
|
$210 M
|
| FIRST CITIZENS INVESTOR SERVICES, INC. |
Raleigh, NC |
Q4 2025
|
23
|
$0
|
| First City Capital Management, Inc. |
Savannah, GA |
Q1 2026
|
160
|
$190 M
|
| First Command Advisory Services, Inc. |
Fort Worth, TX |
Q1 2026
|
1,332
|
$15 B
|
| First Command Bank |
Fort Worth, TX |
Q2 2023
|
417
|
$1.1 B
|
| First Command Financial Services, Inc. |
Fort Worth, TX |
Q2 2023
|
417
|
$1.1 B
|
| First Commonwealth Financial Corp /PA/ |
Indiana, PA |
Q1 2026
|
409
|
$630 M
|
| FIRST COMMUNITY TRUST NA |
Dubuque, IA |
Q1 2026
|
359
|
$140 M
|
| First County Bank /CT/ |
Stamford, CT |
Q1 2026
|
374
|
$190 M
|
| First Dallas Securities Inc. |
Dallas, TX |
Q1 2026
|
118
|
$270 M
|
| First Eagle Investment Management, LLC |
New York, NY |
Q1 2026
|
602
|
$59 B
|
| First Farmers & Merchants Bank / Trust |
Columbia, TN |
Q3 2022
|
123
|
$75 M
|
| First Fiduciary Investment Counsel, Inc. |
Cleveland, OH |
Q1 2026
|
66
|
$500 M
|
| First Financial Bankshares Inc |
Abilene, TX |
Q1 2026
|
201
|
$5.0 B
|
| FIRST FINANCIAL BANK - TRUST DIVISION |
Hamilton, OH |
Q1 2026
|
392
|
$1.2 B
|
| FIRST FINANCIAL CORP /IN/ |
Terre Haute, IN |
Q1 2026
|
413
|
$250 M
|
| FIRST FINANCIAL EQUITY CORPORATION |
Scottsdale, AZ |
Q1 2017
|
451
|
$580 M
|
| First Financial Group Corp |
Raleigh, NC |
Q1 2026
|
80
|
$120 M
|
| FIRST FOUNDATION ADVISORS |
Irvine, CA |
Q1 2026
|
574
|
$2.5 B
|
| First Growth Capital LLC |
Pikesville, MD |
Q1 2026
|
0
|
$0
|
| First Growth Capital Management LLC |
San Francisco, CA |
Q4 2020
|
25
|
$140 M
|
| First Growth Investment Manager LP |
San Francisco, CA |
Q2 2023
|
27
|
$59 M
|
| Firsthand Capital Management, Inc. |
San Jose, CA |
Q1 2026
|
47
|
$47 M
|
| FIRST HAWAIIAN BANK |
Honolulu, HI |
Q1 2026
|
136
|
$720 M
|
| First Heartland Consultants, Inc. |
Lake St. Louis, MO |
Q1 2026
|
523
|
$1.3 B
|
| First Horizon Advisors, Inc. |
Memphis, TN |
Q2 2025
|
4,799
|
$3.8 B
|
| FIRST HORIZON CORP |
Memphis, TN |
Q1 2026
|
2,094
|
$2.4 B
|
| First Houston Capital, Inc. |
Houston, TX |
Q2 2017
|
65
|
$100 M
|
| First International Bank of Israel Ltd. |
Tel Aviv, Israel |
Q1 2026
|
59
|
$340 M
|
| First International Bank & Trust |
Watford City, ND |
Q3 2025
|
84
|
$290 M
|
| FIRST INTERSTATE BANK |
Billings, MT |
Q1 2021
|
177
|
$840 M
|
| First Interstate Bank |
Billings, MT |
Q1 2026
|
296
|
$1.8 B
|
| First Light Asset Management, LLC |
Edina, MN |
Q1 2026
|
35
|
$1.1 B
|
| First Long Island Investors, LLC |
Jericho, NY |
Q1 2026
|
70
|
$1.2 B
|
| FIRST MANHATTAN CO. LLC. |
New York, NY |
Q1 2026
|
753
|
$36 B
|
| FirstMark Capital I GP, LLC |
New York, NY |
Q3 2021
|
1
|
$0
|
| FirstMark Capital OF I GP, LLC |
New York, NY |
Q3 2021
|
2
|
$43 M
|
| FirstMark Capital OF II GP, LLC |
New York, NY |
Q3 2021
|
1
|
$44 M
|
| FirstMark Capital P2 GP, LLC |
New York, NY |
Q3 2021
|
1
|
$0
|
| FIRST MERCANTILE TRUST CO |
Cordova, TN |
Q3 2021
|
1,192
|
$760 M
|
| FIRST MERCHANTS CORP |
Muncie, IN |
Q1 2026
|
501
|
$2.6 B
|
| FirstMerit Bank N A Trustee |
Akron, OH |
Q2 2016
|
537
|
$1.2 B
|
| FIRST MIDWEST BANK TRUST DIVISION |
Joliet, IL |
Q4 2021
|
621
|
$780 M
|
| First National Advisers, LLC |
Omaha, NE |
Q1 2026
|
261
|
$680 M
|
| First National Bank of Hutchinson |
Hutchinson, KS |
Q1 2026
|
152
|
$160 M
|
| First National Bank of Mount Dora, Trust Investment Services |
Mount Dora, FL |
Q2 2025
|
222
|
$440 M
|
| FIRST NATIONAL BANK OF OMAHA |
Omaha, NE |
Q1 2026
|
852
|
$3.2 B
|
| First National Bank of South Miami |
South Miami, FL |
Q2 2023
|
322
|
$120 M
|
| FIRST NATIONAL BANK SIOUX FALLS |
Sioux Falls, SD |
Q1 2026
|
178
|
$370 M
|
| FIRST NATIONAL BANK & TRUST CO OF NEWTOWN |
Newtown, PA |
Q1 2026
|
238
|
$460 M
|
| FIRST NATIONAL CORP /MA/ /ADV |
Rockland, MA |
Q3 2025
|
174
|
$530 M
|
| First National Trust Co |
Johnstown, PA |
Q1 2026
|
630
|
$2.9 B
|
| FIRST NEW YORK SECURITIES LLC /NY |
New York, NY |
Q4 2016
|
87
|
$54 M
|
| FIRST NIAGARA BANK |
Lockport, NY |
Q2 2016
|
398
|
$350 M
|
| First Pacific Advisors, LP |
El Segundo, CA |
Q1 2026
|
86
|
$7.1 B
|
| First Pacific Financial |
Vancouver, WA |
Q1 2026
|
663
|
$780 M
|
| First Personal Financial Services |
Charlotte, NC |
Q3 2024
|
571
|
$470 M
|
| First PREMIER Bank |
Sioux Falls, SD |
Q1 2026
|
581
|
$430 M
|
| FirstPurpose Wealth LLC |
Orem, UT |
Q1 2024
|
209
|
$280 M
|
| FIRST QUADRANT LLC/CA |
Glendale, CA |
Q1 2022
|
136
|
$18 M
|
| First Reserve Energy Infrastructure GP II Ltd |
Greenwich, CT |
Q1 2017
|
1
|
$35 M
|
| First Reserve GP XIII Ltd |
Stamford, CT |
Q1 2026
|
1
|
$53 M
|
| First Reserve GP XII Ltd |
Stamford, CT |
Q3 2022
|
1
|
$0
|
| First Reserve GP XI, Inc. |
Stamford, CT |
Q4 2021
|
1
|
$0
|
| First Round Capital Management III, LLC |
Philadelphia, PA |
Q3 2022
|
1
|
$0
|
| First Round Capital Management V, LLC |
Philadelphia, PA |
Q3 2022
|
1
|
$0
|
| FIRST SABREPOINT CAPITAL MANAGEMENT LP |
Dallas, TX |
Q1 2026
|
29
|
$280 M
|
| FIRST TRUST ADVISORS LP |
Wheaton, IL |
Q1 2026
|
2,882
|
$140 B
|
| First Trust Bank, Ltd. |
Nassau, Bahamas |
Q1 2026
|
7
|
$51 M
|
| First Trust Capital Management L.P. |
Chicago, IL |
Q1 2026
|
197
|
$1.9 B
|
| First Trust Direct Indexing L.P. |
Boston, MA |
Q4 2024
|
1
|
$0
|
| First Trust Investment Solutions L.P. |
Naples, FL |
Q3 2024
|
315
|
$890 M
|
| First Turn Management, LLC |
Del Mar, CA |
Q1 2026
|
33
|
$900 M
|
| FIRST UNITED BANK & TRUST |
Oakland, MD |
Q1 2026
|
560
|
$310 M
|
| First Washington CORP |
Seattle, WA |
Q1 2026
|
50
|
$350 M
|
| FirstWave Capital Management LLC |
Miami, FL |
Q1 2026
|
27
|
$94 M
|
| First Western Capital Management Co |
Denver, CO |
Q3 2020
|
18
|
$4.7 M
|
| First Western Trust Bank |
Denver, CO |
Q1 2026
|
280
|
$2.0 B
|
| FIRST WILSHIRE SECURITIES MANAGEMENT INC |
Pasadena, CA |
Q1 2026
|
85
|
$440 M
|
| FIR TREE CAPITAL MANAGEMENT LP |
New York, NY |
Q2 2025
|
1
|
$22 M
|
| Fiscal Wisdom Wealth Management, LLC |
Canton, CT |
Q1 2026
|
90
|
$100 M
|
| Fischer Financial Services, Inc. |
Harrisburg, PA |
Q1 2026
|
56
|
$300 M
|
| FISCHER INVESTMENT STRATEGIES, LLC |
Westlake Village, CA |
Q4 2025
|
51
|
$170 M
|
| Fisher Asset Management, LLC |
Plano, TX |
Q1 2026
|
1,016
|
$290 B
|
| Fisher Funds Management LTD |
Auckland, New Zealand |
Q1 2026
|
169
|
$3.4 B
|
| FISHMAN JAY A LTD/MI |
Troy, MI |
Q1 2026
|
76
|
$1.1 B
|
| Fithian, LLC |
New York, NY |
Q1 2023
|
17
|
$48 M
|
| Five Oceans Advisors |
Santa Monica, CA |
Q1 2026
|
193
|
$280 M
|
| Five Oceans Asset Management LTD |
Sydney, Australia |
Q2 2014
|
49
|
$440 M
|
| Five Pine Wealth Management |
Coeur D Alene, ID |
Q1 2026
|
47
|
$160 M
|
| Fivespan Partners, LP |
San Francisco, CA |
Q1 2026
|
4
|
$380 M
|
| FJARDE AP-FONDEN /FOURTH SWEDISH NATIONAL PENSION FUND |
Stockholm, Sweden |
Q1 2026
|
538
|
$18 B
|
| Fjarde AP-fonden (The Fourth Swedish National Pensionfund) |
Stockholm, Sweden |
Q2 2024
|
539
|
$8.9 B
|
| FJ Capital Management LLC |
Mclean, VA |
Q1 2026
|
126
|
$890 M
|
| Fjell Capital, LLC |
Fargo, ND |
Q1 2026
|
68
|
$130 M
|
| FJ Investments, LLC |
Salt Lake City, UT |
Q1 2026
|
6
|
$1.5 B
|
| Flagship Capital Management Inc. |
Media, PA |
Q1 2026
|
48
|
$140 M
|
| FLAGSHIP HARBOR ADVISORS, LLC |
Boston, MA |
Q1 2026
|
732
|
$2.3 B
|
| Flagship Pioneering, LLC |
Cambridge, MA |
Q1 2026
|
7
|
$1.2 B
|
| Flagship Private Wealth, LLC |
Woburn, MA |
Q1 2026
|
108
|
$250 M
|
| Flagship Ventures 2007 General Partner LLC |
Cambridge, MA |
Q2 2016
|
4
|
$110 M
|
| FLAGSHIP VENTURES FUND 2007, L.P. |
Cambridge, MA |
Q1 2016
|
4
|
$95 M
|
| Flagship Ventures Fund IV General Partner LLC |
Cambridge, MA |
Q2 2016
|
5
|
$580 M
|
| FLAGSHIP VENTURES FUND IV, L.P. |
Cambridge, MA |
Q1 2016
|
3
|
$380 M
|
| FLAGSHIP WEALTH ADVISORS, LLC |
Wakefield, MA |
Q4 2025
|
394
|
$340 M
|
| FLAGSTAR ADVISORS INC |
New York, NY |
Q1 2026
|
174
|
$280 M
|
| Flagstone Financial Management |
Lincoln, NE |
Q1 2026
|
71
|
$400 M
|
| Flaharty Asset Management, LLC |
Clearwater, FL |
Q1 2026
|
133
|
$810 M
|
| FLAHERTY & CRUMRINE INC |
Pasadena, CA |
Q3 2018
|
4
|
$20 M
|
| Flatbush Watermill Management, LLC |
New York, NY |
Q3 2014
|
1
|
$20 M
|
| Flat Footed LLC |
Wilson, WY |
Q1 2026
|
39
|
$920 M
|
| Flatrock Energy Advisors LLC |
San Antonio, TX |
Q3 2017
|
1
|
$0
|
| Flatrock Wealth Partners LLC |
Newport Beach, CA |
Q1 2026
|
166
|
$220 M
|
| Flavin Financial Services, Inc. |
Melbourne, FL |
Q1 2026
|
72
|
$150 M
|
| FLAX POND CAPITAL, LLC |
Merion Station, PA |
Q1 2026
|
62
|
$120 M
|
| FLC Capital Advisors |
Palm Desert, CA |
Q1 2026
|
221
|
$560 M
|
| FLEMING JAMES B JR |
Alexandria, VA |
Q3 2025
|
2
|
$910 k
|
| Flight Deck Capital, LP |
San Francisco, CA |
Q1 2026
|
10
|
$140 M
|
| Flinton Capital Management LLC |
Philadelphia, PA |
Q3 2019
|
890
|
$3.2 B
|
| FLIPPIN BRUCE & PORTER INC |
Lynchburg, VA |
Q1 2021
|
79
|
$550 M
|
| FLOOD GAMBLE ASSOCIATES INC |
New York, NY |
Q3 2015
|
59
|
$200 M
|
| Florence Capital Advisors, LLC |
New York, NY |
Q2 2019
|
15
|
$110 M
|
| FLORIDA FINANCIAL ADVISORS, LLC |
Tampa, FL |
Q1 2026
|
317
|
$420 M
|
| Florida Trust Wealth Management Co |
Sanibel, FL |
Q1 2026
|
725
|
$3.6 B
|
| Florin Court Capital LLP |
London, United Kingdom |
Q1 2026
|
19
|
$26 M
|
| Flossbach von Storch AG Zurich |
Zurich, Switzerland |
Q2 2020
|
16
|
$12 M
|
| FLOSSBACH VON STORCH SE |
Cologne, Germany |
Q1 2026
|
109
|
$21 B
|
| Flower City Capital |
Pittsford, NY |
Q1 2026
|
46
|
$200 M
|
| Flowering Tree Investment Management Pte. Ltd. |
Singapore |
Q3 2020
|
3
|
$57 M
|
| Flow State Investments, L.P. |
Chicago, IL |
Q4 2024
|
1
|
$0
|
| FLOW TRADERS U.S. LLC |
New York, NY |
Q1 2026
|
985
|
$3.2 B
|
| FLOYD FINANCIAL GROUP LLC |
Springfield, MO |
Q1 2026
|
68
|
$150 M
|
| FLPUTNAM INVESTMENT MANAGEMENT CO |
Portland, ME |
Q1 2026
|
569
|
$6.7 B
|
| FLP Wealth Management, LLC |
Bentonville, AR |
Q1 2026
|
53
|
$49 M
|
| Fluent Financial, LLC |
Dallas, TX |
Q1 2026
|
43
|
$270 M
|
| FLYNN ZITO CAPITAL MANAGEMENT, LLC |
Garden City, NY |
Q1 2026
|
158
|
$310 M
|
| Flywheel Private Wealth LLC |
Los Altos, CA |
Q1 2026
|
104
|
$180 M
|
| FMA ADVISORY INC |
Harrisburg, PA |
Q3 2021
|
135
|
$270 M
|
| FMA Wealth Management, LLC |
Duxbury, MA |
Q1 2026
|
38
|
$150 M
|
| FMB WEALTH MANAGEMENT |
Westlake Village, CA |
Q1 2026
|
98
|
$240 M
|
| FMFE Wealth Management, LLC |
Syracuse, NY |
Q2 2024
|
24
|
$110 M
|
| F/m Investments LLC |
Washington, DC |
Q1 2026
|
333
|
$1.5 B
|
| FMR LLC |
Boston, MA |
Q1 2026
|
13,282
|
$1.9 T
|
| FNY Investment Advisers, LLC |
New York, NY |
Q1 2026
|
840
|
$230 M
|
| FNY Managed Accounts LLC |
New York, NY |
Q1 2018
|
731
|
$83 M
|
| FNY Partners Fund LP |
New York, NY |
Q1 2018
|
411
|
$180 M
|
| FOCUSED ALPHA, LLC |
Denver, CO |
Q1 2026
|
247
|
$320 M
|
| FOCUSED INVESTORS FUND L P |
Los Angeles, CA |
Q1 2024
|
23
|
$3.2 B
|
| Focused Investors LLC |
Los Angeles, CA |
Q1 2026
|
22
|
$3.1 B
|
| Focused Wealth Management, Inc |
Newburgh, NY |
Q1 2026
|
228
|
$960 M
|
| Focus Financial Network, Inc. |
Minneapolis, MN |
Q1 2026
|
729
|
$2.8 B
|
| FOCUS FINANCIAL NETWORK INC /ADV |
Minneapolis, MN |
Q4 2023
|
710
|
$2.7 B
|
| Focus Partners Advisor Solutions, LLC |
Saint Louis, MO |
Q1 2026
|
1,249
|
$9.9 B
|
| Focus Partners Wealth |
St Louis, MO |
Q1 2026
|
2,644
|
$90 B
|
| FOCUS Wealth Advisors, LLC |
Houston, TX |
Q1 2026
|
59
|
$200 M
|
| FOGEL CAPITAL MANAGEMENT, INC. |
Stuart, FL |
Q1 2026
|
52
|
$220 M
|
| Foguth Wealth Management, LLC. |
Brighton, MI |
Q4 2025
|
175
|
$650 M
|
| Folger Hill Asset Management LP |
New York, NY |
Q3 2018
|
13
|
$17 M
|
| FOLGER NOLAN FLEMING DOUGLAS CAPITAL MANAGEMENT, INC |
Washington, DC |
Q1 2026
|
175
|
$1.1 B
|
| FolioMetrix LLC |
Omaha, NE |
Q2 2015
|
278
|
$240 M
|
| FOLKETRYGDFONDET |
Oslo, Norway |
Q1 2026
|
11
|
$5.6 B
|
| Fondren Management LP |
Houston, TX |
Q3 2020
|
16
|
$17 M
|
| Fonville Wealth Management LLC |
Richmond, VA |
Q1 2026
|
138
|
$530 M
|
| Foothills Asset Management, Ltd. |
Scottsdale, AZ |
Q1 2020
|
65
|
$120 M
|
| FORA Capital, LLC |
Miami, FL |
Q1 2026
|
413
|
$1.4 B
|
| Forager Capital Management, LLC |
Birmingham, AL |
Q1 2026
|
10
|
$200 M
|
| Forager Funds Management Pty Ltd |
Sydney, Australia |
Q3 2022
|
22
|
$61 M
|
| Forbes Financial Planning, Inc. |
East Greenwich, RI |
Q1 2026
|
38
|
$170 M
|
| FORBES J M & CO LLP |
Boston, MA |
Q1 2026
|
153
|
$1.2 B
|
| Force Capital Management LLC |
New York, NY |
Q3 2019
|
6
|
$11 M
|
| Force Hill Capital Management LP |
New York, NY |
Q4 2023
|
1
|
$0
|
| Ford Financial Group, LLC |
Fresno, CA |
Q1 2023
|
7
|
$2.4 M
|
| FORD FOUNDATION |
New York, NY |
Q3 2022
|
1
|
$0
|
| Fore Capital, LLC |
New York, NY |
Q1 2026
|
32
|
$160 M
|
| Forefront Analytics, LLC |
West Conshohocken, PA |
Q1 2026
|
39
|
$110 M
|
| FOREFRONT WEALTH MANAGEMENT INC. |
Malvern, PA |
Q4 2025
|
71
|
$140 M
|
| Forefront Wealth Partners, LLC |
Austin, TX |
Q1 2026
|
162
|
$240 M
|
| Fore Research & Management, LP |
New York, NY |
Q2 2017
|
46
|
$220 M
|
| FORERUNNER VENTURES MANAGEMENT, LLC |
San Francisco, CA |
Q1 2026
|
1
|
$170 M
|
| FORESIGHT CAPITAL MANAGEMENT ADVISORS, INC. |
Saline, MI |
Q1 2026
|
96
|
$180 M
|
| Foresight Global Investors, Inc. |
Purchase, NY |
Q1 2026
|
29
|
$150 M
|
| Foresight Group Ltd Liability Partnership |
London, United Kingdom |
Q1 2026
|
59
|
$570 M
|
| Foresight Wealth Management, LLC |
Draper, UT |
Q4 2022
|
15
|
$7.0 M
|
| Foresite Capital Management III, LLC |
Larkspur, CA |
Q3 2022
|
4
|
$38 M
|
| Foresite Capital Management II, LLC |
Larkspur, CA |
Q3 2023
|
1
|
$29 M
|
| Foresite Capital Management I, LLC |
Larkspur, CA |
Q3 2022
|
1
|
$21 M
|
| Foresite Capital Management IV, LLC |
West Hollywood, CA |
Q1 2026
|
8
|
$240 M
|
| Foresite Capital Management VI LLC |
West Hollywood, CA |
Q1 2026
|
17
|
$460 M
|
| Foresite Capital Management V, LLC |
West Hollywood, CA |
Q1 2026
|
9
|
$270 M
|
| Foresite Capital Opportunity Management V, LLC |
Larkspur, CA |
Q3 2022
|
9
|
$33 M
|
| Forest Avenue Capital Management LP |
Miami, FL |
Q1 2026
|
26
|
$1.7 B
|
| Forester Capital Management, LTD |
Lake Forest, IL |
Q2 2017
|
55
|
$71 M
|
| Foresters Asset Management Inc. |
Toronto, Ontario, Canada |
Q2 2019
|
52
|
$190 M
|
| Foresters Investment Management Company, Inc. |
New York, NY |
Q3 2019
|
295
|
$5.0 B
|
| Forest Hill Capital, LLC |
Little Rock, AR |
Q1 2026
|
19
|
$150 M
|
| Forge Financial Services LLC |
Edmond, OK |
Q1 2026
|
31
|
$990 M
|
| Forge First Asset Management Inc. |
Toronto, Ontario, Canada |
Q3 2025
|
38
|
$220 M
|
| Formation8 GP II, LLC |
Los Altos, CA |
Q3 2020
|
1
|
$0
|
| Formation8 GP, LLC |
Los Altos, CA |
Q1 2024
|
3
|
$68 M
|
| Formidable Asset Management, LLC |
Cincinnati, OH |
Q1 2026
|
381
|
$650 M
|
| FormulaFolio Investments, LLC |
Grand Rapids, MI |
Q2 2021
|
524
|
$300 M
|
| FORMULA GROWTH LTD |
Montreal, Quebec |
Q1 2026
|
137
|
$220 M
|
| FORMULATE FINANCIAL LLC |
Boca Raton, FL |
Q1 2026
|
26
|
$81 M
|
| FORM Wealth Advisors, LLC |
Lake Geneva, WI |
Q1 2026
|
58
|
$850 M
|
| FORONJY FINANCIAL LLC |
Los Osos, CA |
Q1 2026
|
97
|
$240 M
|
| Forrestal Agricultural Corp |
Princeton, NJ |
Q4 2023
|
1
|
$0
|
| FORSTA AP-FONDEN |
Stockholm, Sweden |
Q1 2026
|
1
|
$0
|
| FORTALEZA ASSET MANAGEMENT INC/ |
Chicago, IL |
Q2 2018
|
105
|
$12 M
|
| Fort Baker Capital Management LP |
Larkspur, CA |
Q1 2026
|
121
|
$1.3 B
|
| FORTE ASSET MANAGEMENT LLC |
Bedford, NY |
Q1 2026
|
76
|
$230 M
|
| FORTE CAPITAL LLC /ADV |
Rochester, NY |
Q2 2025
|
239
|
$930 M
|
| FORTEM FINANCIAL GROUP, LLC |
Palm Desert, CA |
Q1 2026
|
173
|
$400 M
|
| FORTERIS WEALTH MANAGEMENT INC. |
Armonk, NY |
Q1 2026
|
68
|
$100 M
|
| Fort Henry Capital, LLC |
Wheeling, WV |
Q1 2026
|
17
|
$170 M
|
| Forthright Family Wealth Advisory LLC |
Houston, TX |
Q1 2026
|
63
|
$150 M
|
| ForthRight Wealth Management, LLC |
Alpharetta, GA |
Q1 2026
|
75
|
$350 M
|
| Fortis Advisors, LLC |
Wayne, PA |
Q1 2026
|
119
|
$200 M
|
| Fortis Capital Advisors, LLC |
Prairie Village, KS |
Q1 2026
|
371
|
$760 M
|
| Fortis Capital Management LLC |
Bellevue, WA |
Q1 2026
|
211
|
$980 M
|
| Fortis Group Advisors, LLC |
Westwood, NJ |
Q1 2026
|
664
|
$600 M
|
| Fortitude Advisory Group L.L.C. |
Gig Harbor, WA |
Q1 2026
|
226
|
$220 M
|
| Fortitude Family Office, LLC |
Scottsdale, AZ |
Q1 2026
|
1,890
|
$450 M
|
| Fortitude Financial, LLC |
Spokane, WA |
Q1 2026
|
39
|
$190 M
|
| FORT, L.P. |
Chevy Chase, MD |
Q3 2024
|
140
|
$40 M
|
| FORT PITT CAPITAL GROUP INC |
Pittsburgh, PA |
Q3 2015
|
96
|
$740 M
|
| FORT PITT CAPITAL GROUP, LLC |
Pittsburgh, PA |
Q3 2024
|
127
|
$3.6 B
|
| Fort Point Capital Partners LLC |
San Francisco, CA |
Q1 2026
|
225
|
$830 M
|
| FORTRESS FINANCIAL GROUP, LLC |
Rochester, MN |
Q1 2026
|
87
|
$140 M
|
| Fortress Financial Solutions, LLC |
Tucson, AZ |
Q1 2026
|
106
|
$96 M
|
| Fortress Investment Group LLC |
New York, NY |
Q1 2026
|
35
|
$390 M
|
| FORTRESS PRIVATE LEDGER, LLC |
Raleigh, NC |
Q1 2026
|
252
|
$320 M
|
| Fortress Wealth Management, Inc. |
Culver City, CA |
Q3 2025
|
75
|
$220 M
|
| Fort Sheridan Advisors LLC |
Highland Park, IL |
Q1 2026
|
282
|
$830 M
|
| Fortune 45 LLC |
Gonzales, LA |
Q1 2026
|
39
|
$210 M
|
| Fortune Financial Advisors, LLC |
Overland Park, KS |
Q1 2026
|
148
|
$200 M
|
| Fortune Financial Group, Inc. |
Naples, FL |
Q1 2026
|
107
|
$110 M
|
| Fort Vancouver Investment Management, LLC |
Vancouver, WA |
Q1 2026
|
59
|
$200 M
|
| Fort Warren Capital Management, LP |
Boston, MA |
Q1 2017
|
1
|
$0
|
| FORT WASHINGTON INVESTMENT ADVISORS INC /OH/ |
Cincinnati, OH |
Q1 2026
|
450
|
$18 B
|
| Forty4 Asset Management LLC |
Chicago, IL |
Q3 2014
|
1
|
$0
|
| Forty-three Eighteen Advisors, LLC |
Bentonville, AR |
Q1 2026
|
75
|
$130 M
|
| Forum Finance Group S.A. |
Geneva, Switzerland |
Q1 2026
|
321
|
$180 M
|
| Forum Financial Management, LP |
Lombard, IL |
Q1 2026
|
398
|
$7.1 B
|
| Forum Private Client Group LLC |
Fishers, IN |
Q1 2026
|
80
|
$300 M
|
| Forvis Mazars Wealth Advisors, LLC |
Springfield, MO |
Q1 2026
|
399
|
$5.3 B
|
| Forward Management, LLC |
San Francisco, CA |
Q4 2022
|
1
|
$0
|
| Forza Wealth Management, LLC |
Sarasota, FL |
Q1 2026
|
188
|
$290 M
|
| Fosse Capital Partners LLP |
London, United Kingdom |
Q1 2026
|
2
|
$140 M
|
| FOSTER DYKEMA CABOT & CO INC/MA |
Waltham, MA |
Q3 2023
|
335
|
$830 M
|
| FOSTER DYKEMA CABOT & PARTNERS, LLC |
Waltham, MA |
Q1 2026
|
323
|
$1.6 B
|
| Foster Group, Inc. |
West Des Moines, IA |
Q1 2026
|
284
|
$3.4 B
|
| FOSTER & MOTLEY INC |
Cincinnati, OH |
Q1 2026
|
395
|
$1.9 B
|
| Foster Victor Wealth Advisors, LLC |
Greenville, SC |
Q1 2026
|
243
|
$1.7 B
|
| Fosun International Ltd |
Hong Kong, China |
Q1 2026
|
66
|
$400 M
|
| Foundation Asset Management, LP |
White Plains, NY |
Q2 2018
|
19
|
$120 M
|
| Foundation Capital, LLC |
Palo Alto, CA |
Q3 2022
|
3
|
$55 M
|
| FOUNDATION RESOURCE MANAGEMENT INC |
Little Rock, AR |
Q1 2026
|
55
|
$890 M
|
| Foundations Investment Advisors, LLC |
Phoenix, AZ |
Q1 2026
|
1,616
|
$8.1 B
|
| Foundation Wealth Management, LLC |
Clayton, MO |
Q1 2026
|
44
|
$150 M
|
| Foundation Wealth Management, LLC\PA |
Media, PA |
Q1 2026
|
91
|
$280 M
|
| Founder Collective GP, LLC |
Cambridge, MA |
Q3 2022
|
2
|
$120 k
|
| FOUNDERS BANK & TRUST |
Grand Rapids, MI |
Q4 2014
|
481
|
$190 M
|
| Founders Capital Management |
Houston, TX |
Q1 2026
|
390
|
$200 M
|
| FOUNDERS CAPITAL MANAGEMENT, LLC |
Hartford, CT |
Q1 2026
|
74
|
$610 M
|
| Founders Circle Capital LLC |
Campbell, CA |
Q3 2024
|
6
|
$79 M
|
| Founders Financial Alliance, LLC |
Raleigh, NC |
Q1 2026
|
735
|
$550 M
|
| FOUNDERS FINANCIAL SECURITIES LLC |
Towson, MD |
Q1 2026
|
530
|
$1.8 B
|
| Founders Fund Growth II Management, LP |
San Francisco, CA |
Q1 2026
|
1
|
$0
|
| Founders Fund Growth Management, LLC |
San Francisco, CA |
Q4 2025
|
1
|
$7.0 M
|
| Founders Fund III Management, LLC |
San Francisco, CA |
Q4 2025
|
1
|
$0
|
| Founders Fund II Management, LLC |
San Francisco, CA |
Q4 2025
|
1
|
$0
|
| Founders Fund IV Management, LLC |
San Francisco, CA |
Q4 2025
|
1
|
$0
|
| Founders Fund VII Management, LLC |
San Francisco, CA |
Q4 2025
|
2
|
$2.0 M
|
| Founders Fund VI Management, LLC |
San Francisco, CA |
Q4 2025
|
1
|
$46 k
|
| Founders Fund V Management, LLC |
San Francisco, CA |
Q4 2025
|
2
|
$2.2 M
|
| FOUNDERS GROVE WEALTH PARTNERS, LLC |
Richmond, VA |
Q1 2026
|
162
|
$440 M
|
| Foundry Financial Group, Inc. |
Laconia, NH |
Q1 2026
|
70
|
$200 M
|
| Foundry Financial LLC |
Pasadena, CA |
Q1 2026
|
71
|
$240 M
|
| Foundry Group, LLC |
Boulder, CO |
Q3 2022
|
4
|
$210 M
|
| FOUNDRY GROUP NEXT, LLC |
Boulder, CO |
Q3 2025
|
1
|
$0
|
| Foundry Partners, LLC |
Minneapolis, MN |
Q1 2025
|
259
|
$1.9 B
|
| FountainCap Research & Investment (Hong Kong) Co., Ltd. |
Hong Kong, China |
Q3 2022
|
1
|
$13 M
|
| FountainVest China Capital Partners GP3 Ltd. |
Grand Cayman, Cayman Islands |
Q1 2026
|
2
|
$1.2 M
|
| Fourier Capital Management Ltd |
Hong Kong |
Q1 2026
|
14
|
$100 M
|
| FOURPATH CAPITAL MANAGEMENT, LLC |
Oklahoma City, OK |
Q1 2026
|
218
|
$700 M
|
| FOURPOINTS Investment Managers, S.A.S. |
Paris, France |
Q4 2019
|
4
|
$21 M
|
| FOURSIXTHREE CAPITAL LP |
New York, NY |
Q1 2026
|
18
|
$270 M
|
| Fourth Dimension Wealth, LLC |
Middleburg Heights, OH |
Q1 2026
|
634
|
$260 M
|
| FourThought Financial, LLC |
Venice, FL |
Q3 2022
|
1,553
|
$680 M
|
| FourThought Financial Partners, LLC |
Venice, FL |
Q1 2026
|
384
|
$1.2 B
|
| Fourth Sail Capital LP |
Grand Cayman, Cayman Islands |
Q1 2026
|
25
|
$610 M
|
| Fourthstone LLC |
St Louis, MO |
Q1 2026
|
62
|
$590 M
|
| Four Tree Island Advisory LLC |
Portsmouth, NH |
Q1 2026
|
23
|
$200 M
|
| FourWorld Capital Management LLC |
New York, NY |
Q1 2026
|
24
|
$200 M
|
| Fox Financial, Inc |
Wyomissing, PA |
Q1 2026
|
11
|
$120 M
|
| Foxhaven Asset Management, LP |
Charlottesville, VA |
Q1 2026
|
14
|
$3.2 B
|
| Fox Hill Wealth Management |
Dedham, MA |
Q1 2026
|
117
|
$210 M
|
| Fox Point Capital Management LLC |
New York, NY |
Q4 2017
|
16
|
$19 M
|
| FOX RUN MANAGEMENT, L.L.C. |
Greenwich, CT |
Q1 2026
|
856
|
$570 M
|
| Foyston, Gordon & Payne Inc |
Toronto, Ontario, Canada |
Q1 2026
|
67
|
$430 M
|
| FPC INVESTMENT ADVISORY, INC. |
Petaluma, CA |
Q1 2026
|
34
|
$200 M
|
| FPR PARTNERS LLC |
San Francisco, CA |
Q1 2025
|
10
|
$580 M
|
| Fractal Investments LLC |
Glastonbury, CT |
Q1 2026
|
81
|
$850 M
|
| Fragasso Financial Advisors Inc |
Sewickley, PA |
Q1 2026
|
323
|
$1.7 B
|
| Framtiden Holdings Management Co LLC |
Chicago, IL |
Q1 2026
|
6
|
$100 M
|
| Franchise Capital Ltd |
Grand Cayman, Cayman Islands |
Q3 2025
|
30
|
$230 M
|
| Franchise GP Ltd |
Grand Cayman, Cayman Islands |
Q1 2026
|
36
|
$270 M
|
| Francisco Partners Management, LP |
San Francisco, CA |
Q1 2026
|
3
|
$290 M
|
| Francis Financial, Inc. |
New York, NY |
Q1 2026
|
214
|
$540 M
|
| Franklin, Parlapiano, Turner & Welch, LLC |
Houston, TX |
Q1 2026
|
55
|
$420 M
|
| FRANKLIN RESOURCES INC |
San Mateo, CA |
Q1 2026
|
14,782
|
$410 B
|
| Franklin Square Holdings, L.P. |
Philadelphia, PA |
Q3 2018
|
36
|
$74 M
|
| FRANKLIN STREET ADVISORS INC /NC |
Chapel Hill, NC |
Q1 2026
|
172
|
$1.6 B
|
| Franklin Street Capital Partners, LLC |
New York, NY |
Q3 2022
|
1
|
$0
|
| Frankly Finances, LLC |
Winter Park, FL |
Q1 2026
|
64
|
$110 M
|
| Frank, Rimerman Advisors LLC |
Palo Alto, CA |
Q1 2026
|
590
|
$1.5 B
|
| Frazier Financial Advisors, LLC |
Columbus, OH |
Q1 2026
|
837
|
$180 M
|
| Frazier Life Sciences Management, L.P. |
Palo Alto, CA |
Q1 2026
|
38
|
$3.9 B
|
| FRAZIER MANAGEMENT LLC |
Seattle, WA |
Q3 2022
|
1
|
$0
|
| Frec Markets, Inc. |
San Francisco, CA |
Q1 2026
|
644
|
$590 M
|
| FRED ALGER MANAGEMENT, LLC |
New York, NY |
Q1 2026
|
525
|
$23 B
|
| Frederick Financial Consultants, LLC |
Frederick, MD |
Q1 2026
|
109
|
$200 M
|
| Freed Investment Group |
Boston, MA |
Q3 2021
|
16
|
$130 M
|
| Freedman Financial Associates, Inc. |
Peabody, MA |
Q2 2022
|
1
|
$0
|
| Freedom Day Solutions, LLC |
Houston, TX |
Q1 2026
|
96
|
$370 M
|
| Freedom Financial Partners LLC |
Oakdale, MN |
Q1 2026
|
88
|
$280 M
|
| Freedom Investment Management, Inc. |
South Windsor, CT |
Q1 2026
|
153
|
$340 M
|
| Freedom Together Foundation |
New York, NY |
Q1 2026
|
2
|
$760 M
|
| FREEDOM WEALTH ALLIANCE, LLC |
Brookfield, WI |
Q3 2023
|
47
|
$61 M
|
| FreeGulliver LLC |
New Orleans, LA |
Q1 2026
|
160
|
$240 M
|
| Freemont Capital Pte Ltd |
Singapore |
Q1 2026
|
4
|
$4.9 B
|
| Freemont Management S.A. |
Vaud, Switzerland |
Q1 2026
|
136
|
$660 M
|
| Freestate Advisors LLC |
Overland Park, KS |
Q1 2026
|
42
|
$130 M
|
| Freestone Capital Holdings, LLC |
Seattle, WA |
Q1 2026
|
571
|
$3.3 B
|
| Freestone Grove Partners LP |
San Francisco, CA |
Q1 2026
|
962
|
$14 B
|
| Fremen Capital Management LP |
Stamford, CT |
Q1 2026
|
17
|
$120 M
|
| Freshford Capital Management, LLC |
Harrison, NY |
Q1 2026
|
53
|
$200 M
|
| FRG Family Wealth Advisors LLC |
Bellevue, WA |
Q1 2026
|
156
|
$610 M
|
| Friday Financial |
Dubuque, IA |
Q1 2026
|
93
|
$290 M
|
| Friedberg Investment Management |
Houston, TX |
Q3 2017
|
64
|
$62 M
|
| Friedenthal Financial |
Marlton, NJ |
Q1 2026
|
244
|
$200 M
|
| FRIESS ASSOCIATES LLC |
Greenville, DE |
Q2 2022
|
32
|
$60 M
|
| Frisch Financial Group, Inc. |
Melville, NY |
Q1 2026
|
167
|
$480 M
|
| Frisco Financial Planning LLC |
Frisco, TX |
Q1 2026
|
29
|
$120 M
|
| Frist Capital, LLC |
Nashville, TN |
Q1 2026
|
1
|
$0
|
| FRONT BARNETT ASSOCIATES LLC |
Chicago, IL |
Q3 2023
|
113
|
$830 M
|
| FrontFour Capital Group LLC |
Greenwich, CT |
Q3 2019
|
8
|
$26 M
|
| Frontier Asset Management, LLC |
Sheridan, WY |
Q1 2026
|
91
|
$480 M
|
| FRONTIER CAPITAL MANAGEMENT CO LLC |
Boston, MA |
Q1 2026
|
291
|
$9.7 B
|
| FRONTIER INVESTMENT MGMT CO |
Dallas, TX |
Q2 2020
|
278
|
$1.6 B
|
| Frontier Wealth Management LLC |
Kansas City, MO |
Q2 2022
|
391
|
$1.4 B
|
| Front Row Advisors LLC |
Tiburon, CA |
Q1 2026
|
553
|
$300 M
|
| Front Street Capital Management, Inc. |
Missoula, MT |
Q1 2026
|
73
|
$750 M
|
| Fruth Investment Management |
Houston, TX |
Q1 2026
|
229
|
$400 M
|
| FSA Advisors, Inc. |
Troy, MI |
Q1 2026
|
192
|
$150 M
|
| FSA Investment Group, LLC |
Pensacola, FL |
Q1 2026
|
45
|
$250 M
|
| FSA Wealth Management LLC |
Needham, MA |
Q3 2025
|
581
|
$270 M
|
| FSA WEALTH PARTNERS, INC. |
Rockville, MD |
Q1 2026
|
79
|
$210 M
|
| FSB PREMIER WEALTH MANAGEMENT, INC. |
Waterloo, IA |
Q1 2026
|
251
|
$320 M
|
| FS Capital Partners VI, LLC |
Los Angeles, CA |
Q3 2024
|
1
|
$0
|
| FS Capital Partners V, LLC |
Los Angeles, CA |
Q4 2016
|
1
|
$19 M
|
| FSC Wealth Advisors, LLC |
Wappingers Falls, NY |
Q1 2026
|
13
|
$5.2 M
|
| FSI GROUP, LLC |
Cincinnati, OH |
Q3 2020
|
1
|
$64 k
|
| FSM Wealth Advisors, LLC |
Cleveland, OH |
Q1 2026
|
318
|
$780 M
|
| F-Squared Investment Management, LLC |
Wellesley, MA |
Q2 2015
|
25
|
$1.5 B
|
| FT Options LLC |
Chicago, IL |
Q3 2017
|
229
|
$66 M
|
| FTV Management Company, L.P. |
San Francisco, CA |
Q1 2026
|
1
|
$540 M
|
| FTX Recovery Trust |
League City, TX |
Q1 2026
|
1
|
$12 M
|
| FUKOKU MUTUAL LIFE INSURANCE Co |
Tokyo, Japan |
Q1 2026
|
235
|
$1.5 B
|
| Fulcrum Asset Management LLP |
London, United Kingdom |
Q1 2026
|
220
|
$660 M
|
| Fulcrum Capital LLC |
Seattle, WA |
Q1 2026
|
|
$0
|
| Fulcrum Equity Management |
Plano, TX |
Q1 2026
|
128
|
$100 M
|
| FULCRUM WEALTH ADVISORS, LLC |
Bellevue, WA |
Q1 2026
|
72
|
$120 M
|
| Full18 Capital LLC |
Westport, CT |
Q1 2022
|
158
|
$430 M
|
| FULLCIRCLE WEALTH LLC |
Mckinney, TX |
Q3 2025
|
262
|
$280 M
|
| Fullen Financial Group |
Columbus, OH |
Q1 2023
|
59
|
$190 M
|
| FULLER & THALER ASSET MANAGEMENT, INC. |
San Mateo, CA |
Q1 2026
|
497
|
$30 B
|
| Fullerton Advisors, LLC |
Danville, CA |
Q1 2026
|
53
|
$97 M
|
| Fullerton Fund Management Co Ltd. |
Singapore |
Q1 2026
|
125
|
$1.2 B
|
| Full Sail Capital, LLC |
Oklahoma City, OK |
Q3 2025
|
391
|
$1.8 B
|
| Full Value Advisors, LLC |
Saddle Brook, NJ |
Q3 2009
|
82
|
$220 M
|
| Fulton Bank, N.A. |
Lancaster, PA |
Q1 2026
|
928
|
$2.8 B
|
| FULTON BREAKEFIELD BROENNIMAN LLC |
Bethesda, MD |
Q1 2026
|
200
|
$1.5 B
|
| Fund 1 Investments, LLC |
Rincon, Puerto Rico |
Q1 2026
|
66
|
$870 M
|
| Fund Advisors of America Inc/FL |
Orland, FL |
Q1 2026
|
118
|
$99 M
|
| Fundamenta Capital S.A. |
Montevideo, Uruguay |
Q1 2026
|
11
|
$120 M
|
| Funde Sino Life Insurance Co Ltd |
Hong Kong |
Q3 2017
|
1
|
$0
|
| Fund Evaluation Group, LLC |
Cincinnati, OH |
Q1 2026
|
73
|
$3.3 B
|
| Fund Management at Engine No. 1 LLC |
San Francisco, CA |
Q4 2023
|
1
|
$0
|
| Fund Resources Investment Holding Group Co Ltd |
Hong Kong |
Q1 2026
|
1
|
$82 M
|
| Fundsmith Equity Fund, L.P. |
New Canaan, CT |
Q2 2018
|
1
|
$0
|
| FUNDSMITH INVESTMENT SERVICES LTD. |
Grande Riviere Noire, Mauritius |
Q1 2026
|
24
|
$4.4 B
|
| Fundsmith LLP |
London, United Kingdom |
Q1 2026
|
34
|
$13 B
|
| Fundsmith Long/Short Master Fund |
Grand Cayman, Cayman Islands |
Q1 2021
|
29
|
$120 M
|
| FundX Investment Group, LLC |
San Francisco, CA |
Q4 2021
|
45
|
$410 M
|
| Fure Financial Corp |
Bloomington, MN |
Q3 2022
|
34
|
$120 M
|
| Fusion Capital, LLC |
Mt. Pleasant, SC |
Q1 2026
|
104
|
$370 M
|
| Fusion Family Wealth, LLC |
Woodbury, NY |
Q1 2026
|
47
|
$1.3 B
|
| Fusion Investment Group, LLC |
Pittsburgh, PA |
Q4 2015
|
72
|
$37 M
|
| Future Financial Wealth Managment LLC |
Cincinnati, OH |
Q1 2026
|
128
|
$160 M
|
| Future Fund LLC |
Chicago, IL |
Q1 2026
|
127
|
$280 M
|
| FUTURE YOU WEALTH LLC |
New York, NY |
Q2 2025
|
58
|
$180 M
|
| Futuris Asset Management AB |
Stockholm, Sweden |
Q2 2014
|
13
|
$140 M
|
| F&V Capital Management, LLC |
Boca Raton, FL |
Q1 2026
|
59
|
$470 M
|
| FWG Holdings, LLC |
Winter Park, FL |
Q1 2026
|
125
|
$260 M
|
| FWG Investments, LLC. |
Lexington, KY |
Q1 2026
|
117
|
$160 M
|
| FWL INVESTMENT MANAGEMENT, LLC |
Dallas, TX |
Q1 2026
|
346
|
$460 M
|