| iAB Financial Bank |
Fort Wayne, IN |
Q2 2017
|
138
|
$200 M
|
| iA Global Asset Management Inc. |
Quebec |
Q1 2025
|
428
|
$5.8 B
|
| IAG Wealth Partners, LLC |
Waukesha, WI |
Q1 2025
|
500
|
$640 M
|
| IAM Advisory, LLC |
Easton, PA |
Q2 2025
|
97
|
$420 M
|
| IAMS WEALTH MANAGEMENT, LLC |
Omaha, NE |
Q2 2025
|
168
|
$220 M
|
| IAT REINSURANCE CO LTD. |
New York, NY |
Q1 2025
|
76
|
$480 M
|
| IA Venture Partners, LLC |
New York, NY |
Q4 2021
|
2
|
$790 M
|
| IA Venture Strategies Fund II, LP |
New York, NY |
Q1 2025
|
2
|
$1.8 M
|
| IBBOTSON ASSOCIATES INC |
Chicago, IL |
Q4 2015
|
20
|
$190 M
|
| IBERIABANK CORP |
Lafayette, LA |
Q2 2020
|
211
|
$850 M
|
| Ibex Investors LLC |
Denver, CO |
Q1 2025
|
9
|
$75 M
|
| IBEX WEALTH ADVISORS |
Bedminster, NJ |
Q1 2025
|
122
|
$760 M
|
| IBIS Capital Partners LLP |
London, United Kingdom |
Q3 2019
|
11
|
$19 M
|
| IBM Retirement Fund |
Armonk, NY |
Q2 2022
|
1
|
$72 M
|
| ICA Group Wealth Management, LLC |
Denver, CO |
Q2 2024
|
793
|
$170 M
|
| ICAHN CARL C |
Sunny Isles Beach, FL |
Q1 2025
|
21
|
$7.5 B
|
| ICC CAPITAL MANAGEMENT INC/ |
Orlando, FL |
Q1 2015
|
252
|
$760 M
|
| Ice Pond Lane Advisers, LLC |
New York, NY |
Q3 2019
|
1
|
$0
|
| ICICI Prudential Asset Management Co Ltd |
Mumbai, India |
Q1 2025
|
156
|
$770 M
|
| ICM ASSET MANAGEMENT INC/WA |
Spokane, WA |
Q3 2020
|
29
|
$18 M
|
| ICON ADVISERS INC/CO |
Greenwood Village, CO |
Q1 2025
|
158
|
$430 M
|
| ICONIQ Capital, LLC |
San Francisco, CA |
Q1 2025
|
408
|
$5.6 B
|
| Icon Wealth Advisors, LLC |
Houston, TX |
Q1 2025
|
475
|
$1.2 B
|
| Icon Wealth Partners, LLC |
Houston, TX |
Q3 2023
|
391
|
$880 M
|
| ICW Investment Advisors LLC |
Scottsdale, AZ |
Q1 2025
|
140
|
$250 M
|
| Idaho Trust Co |
Boise, ID |
Q1 2025
|
121
|
$250 M
|
| IDG-Accel China Capital Associates L.P. |
Central, Hong Kong |
Q3 2016
|
2
|
$84 M
|
| IDG-Accel China Capital GP II Associates Ltd. |
Hong Kong |
Q3 2022
|
2
|
$10 M
|
| IDG-Accel China Growth Fund Associates L.P. |
Central, Hong Kong |
Q3 2015
|
1
|
$13 M
|
| IDG-Accel China Growth Fund III Associates L.P. |
Hong Kong |
Q3 2021
|
6
|
$31 M
|
| IDG China Capital Fund III Associates L.P. |
Central Hong Kong, China |
Q1 2025
|
2
|
$66 M
|
| IDG China Venture Capital Fund IV Associates L.P. |
Hong Kong |
Q1 2025
|
4
|
$400 M
|
| IDG China Venture Capital Fund V Associates L.P. |
Hong Kong |
Q1 2025
|
1
|
$110 M
|
| IDG Technology Venture Investment III, LLC |
Central, Hong Kong |
Q3 2015
|
4
|
$70 M
|
| IDG Technology Venture Investment IV, LLC |
Hong Kong |
Q1 2025
|
1
|
$57 M
|
| ID Management A/S |
Randers, Denmark |
Q2 2016
|
316
|
$320 M
|
| IEQ CAPITAL, LLC |
Foster City, CA |
Q1 2025
|
2,091
|
$13 B
|
| IFC Advisors LLC |
Los Angeles, CA |
Q1 2025
|
164
|
$480 M
|
| IFC Holdings Incorporated/FL |
Tampa, FL |
Q1 2018
|
1
|
$0
|
| IFG Advisors, LLC |
St. Louis, MO |
Q1 2025
|
149
|
$520 M
|
| IFG Advisory, LLC |
Atlanta, GA |
Q1 2025
|
692
|
$1.8 B
|
| IFM Investors Pty Ltd |
Melbourne, Australia |
Q2 2025
|
617
|
$11 B
|
| IFP Advisors, Inc |
Tampa, FL |
Q1 2025
|
4,312
|
$3.2 B
|
| Ifrah Financial Services, Inc. |
Little Rock, AR |
Q1 2025
|
193
|
$350 M
|
| IFS Advisors, LLC |
Overland Park, KS |
Q1 2025
|
199
|
$120 M
|
| I.G. INVESTMENT MANAGEMENT, LTD. |
Winnipeg, Manitoba |
Q3 2017
|
426
|
$19 B
|
| Ignis Investment Services Ltd |
Glasgow, United Kingdom |
Q2 2014
|
93
|
$30 B
|
| Ignite Planners, LLC |
San Clemente, CA |
Q1 2025
|
329
|
$510 M
|
| IGP Investments (G.P.L.P), LP |
Herzliya, Israel |
Q1 2025
|
1
|
$7.1 M
|
| Iguana Healthcare Management, LLC |
New York, NY |
Q1 2018
|
62
|
$150 M
|
| I.G.Y. Ltd |
London, United Kingdom |
Q1 2025
|
3
|
$240 M
|
| IHT Wealth Management, LLC |
Chicago, IL |
Q1 2025
|
1,086
|
$3.2 B
|
| III Capital Management |
Boca Raton, FL |
Q1 2025
|
44
|
$550 M
|
| Ikarian Capital, LLC |
Dallas, TX |
Q1 2025
|
160
|
$810 M
|
| IKOS CIF LTD |
Limassol, Cyprus |
Q3 2016
|
133
|
$17 M
|
| Ilex Capital Partners (UK) LLP |
London, United Kingdom |
Q1 2025
|
189
|
$2.4 B
|
| Illinois Municipal Retirement Fund |
Oak Brook, IL |
Q1 2025
|
1,337
|
$6.9 B
|
| Illumine Investment Management, LLC |
Poulsbo, WA |
Q1 2025
|
90
|
$120 M
|
| Ilmarinen Mutual Pension Insurance Co |
Helsinki, Finland |
Q1 2025
|
301
|
$11 B
|
| IMA Advisory Services, Inc. |
Denver, CO |
Q1 2025
|
344
|
$840 M
|
| IMC-Chicago, LLC |
Chicago, IL |
Q1 2025
|
3,270
|
$180 B
|
| IMG Wealth Management, Inc. |
Jacksonville, FL |
Q1 2025
|
292
|
$110 M
|
| Immersion Capital LLP |
London, United Kingdom |
Q1 2025
|
10
|
$150 M
|
| IMMERSION CORP |
Aventura, FL |
Q1 2025
|
8
|
$160 M
|
| Impact Asset Management GmbH |
Vienna, Austria |
Q4 2024
|
70
|
$250 M
|
| Impact Capital Partners LLC |
Greenwood Village, CO |
Q1 2025
|
256
|
$280 M
|
| IMPACTfolio, LLC |
Denver, CO |
Q2 2025
|
34
|
$210 M
|
| Impact Investors, Inc |
San Francisco, CA |
Q1 2025
|
153
|
$130 M
|
| Impactive Capital LP |
New York City, NY |
Q1 2025
|
10
|
$2.2 B
|
| Impact Partnership Wealth, LLC |
Marietta, GA |
Q1 2025
|
259
|
$470 M
|
| Impala Asset Management LLC |
Palm Beach, FL |
Q1 2025
|
18
|
$120 M
|
| Impax Asset Management (AIFM) Ltd |
London, United Kingdom |
Q2 2018
|
24
|
$380 M
|
| Impax Asset Management Group plc |
London, United Kingdom |
Q1 2025
|
295
|
$17 B
|
| IMPAX ASSET MANAGEMENT LLC |
Portsmouth, NH |
Q2 2018
|
228
|
$1.7 B
|
| Impax Asset Management LTD |
London, United Kingdom |
Q2 2018
|
65
|
$4.1 B
|
| Imprint Wealth LLC |
Mount Pleasant, SC |
Q1 2024
|
303
|
$410 M
|
| IMS Capital Management |
Portland, OR |
Q2 2025
|
151
|
$210 M
|
| IMZ Advisory Inc |
Boca Raton, FL |
Q1 2025
|
41
|
$220 M
|
| INCA Investments LLC |
Miami, FL |
Q1 2025
|
10
|
$220 M
|
| Incentive AS |
Oslo, Norway |
Q1 2025
|
2
|
$160 M
|
| INCEPTIONR LLC |
Lafayette, CA |
Q1 2025
|
517
|
$330 M
|
| Incline Global Management LLC |
New York, NY |
Q1 2025
|
26
|
$160 M
|
| INCLUSIVE CAPITAL PARTNERS, L.P. |
San Francisco, CA |
Q1 2025
|
1
|
$0
|
| INCOME RESEARCH & MANAGEMENT |
Boston, MA |
Q1 2025
|
27
|
$230 M
|
| Indaba Capital Management, L.P. |
San Francisco, CA |
Q1 2025
|
12
|
$170 M
|
| Independence Advisors, LLC |
Wayne, PA |
Q3 2020
|
170
|
$470 M
|
| Independence Asset Advisors, LLC |
Wynnewood,, PA |
Q1 2025
|
13
|
$31 M
|
| Independence Bank of Kentucky |
Owensboro, KY |
Q1 2025
|
613
|
$640 M
|
| Independence Capital Asset Partners, LLC |
Denver, CO |
Q4 2015
|
29
|
$9.3 M
|
| Independence Financial Advisors, LLC |
Franklin, NH |
Q1 2025
|
47
|
$260 M
|
| Independence Trust CO |
Franklin, TN |
Q4 2017
|
77
|
$91 M
|
| Independence Wealth Advisors, Inc. |
Mclean, VA |
Q4 2020
|
14
|
$45 M
|
| Independent Advisor Alliance |
Charlotte, NC |
Q1 2025
|
1,440
|
$3.0 B
|
| Independent Family Office, LLC |
Albany, NY |
Q1 2025
|
70
|
$190 M
|
| Independent Franchise Partners LLP |
London, United Kingdom |
Q1 2025
|
25
|
$14 B
|
| INDEPENDENT INVESTORS INC |
Nesconset, NY |
Q1 2025
|
70
|
$470 M
|
| Independent Order of Foresters |
Toronto, Ontario, Canada |
Q1 2025
|
2
|
$140 M
|
| Independent Portfolio Consultants, Inc. |
Boca Raton, FL |
Q2 2017
|
785
|
$240 M
|
| Independent Solutions Wealth Management, LLC |
Williamsville, NY |
Q1 2025
|
173
|
$450 M
|
| Independent Wealth Network Inc. |
Urbandale, IA |
Q1 2025
|
245
|
$250 M
|
| In-Depth Partners, LLC |
Miami, FL |
Q1 2025
|
13
|
$87 M
|
| Index Fund Advisors, Inc. |
Irvine, CA |
Q1 2025
|
95
|
$1.6 B
|
| IndexIQ Advisors LLC |
New York, NY |
Q1 2022
|
1,373
|
$2.8 B
|
| Index Management Solutions, LLC |
Philadelphia, PA |
Q3 2015
|
710
|
$100 M
|
| Index Venture Associates III Ltd |
St. Helier, Channel Islands, Jersey |
Q3 2022
|
1
|
$0
|
| Index Venture Associates IV Ltd |
St. Helier, Channel Islands, Jersey |
Q3 2020
|
|
$0
|
| Index Venture Associates VI Ltd |
St. Helier, Channel Islands, Jersey |
Q1 2025
|
1
|
$600 M
|
| Index Venture Associates V Ltd |
St. Helier, Channel Islands, Jersey |
Q3 2022
|
1
|
$1.5 M
|
| Index Venture Growth Associates III Ltd |
St. Helier, Channel Islands, Jersey |
Q1 2025
|
2
|
$90 M
|
| Index Venture Growth Associates II Ltd |
St. Helier, Channel Islands, Jersey |
Q3 2020
|
|
$0
|
| Index Venture Growth Associates I Ltd |
St Helier, Channel Islands, Jersey |
Q4 2023
|
1
|
$0
|
| Index Venture Growth Associates IV Ltd |
St. Helier, Jersey |
Q1 2025
|
1
|
$160 M
|
| Index Venture Life Associates VI Ltd |
St. Helier, Jersey |
Q1 2025
|
1
|
$140 M
|
| Indiana Trust & Investment Management Co |
Mishawaka, IN |
Q1 2025
|
478
|
$280 M
|
| Indices-Pac Research Corp. |
Montvale, NJ |
Q3 2015
|
1
|
$0
|
| Indie Asset Partners, LLC |
Carmel, IN |
Q1 2025
|
96
|
$120 M
|
| Indigo Latam Management LLC |
Phoenix, AZ |
Q3 2020
|
1
|
$100 M
|
| Indigo Partners LLC |
Phoenix, AZ |
Q1 2025
|
2
|
$250 M
|
| INDUS CAPITAL PARTNERS, LLC |
New York, NY |
Q1 2025
|
5
|
$110 M
|
| Industrial Alliance Investment Management Inc. |
Quebec |
Q1 2025
|
6
|
$130 M
|
| INDUSTRY VENTURES, L.L.C. |
San Francisco, CA |
Q3 2024
|
4
|
$43 M
|
| Infini Capital Management Ltd |
Central, Hong Kong |
Q1 2025
|
14
|
$100 M
|
| Infini Master Fund |
Hong Kong |
Q1 2022
|
20
|
$50 M
|
| INFINITUM ASSET MANAGEMENT, LLC |
Fort Lauderdale, FL |
Q1 2025
|
26
|
$310 M
|
| Infinity Wealth Counsel, LLC |
Loveland, OH |
Q2 2025
|
60
|
$99 M
|
| Inflection Point Investments LLP |
London, United Kingdom |
Q1 2025
|
9
|
$46 M
|
| Informed Momentum Co LLC |
Solana Beach, CA |
Q1 2025
|
246
|
$580 M
|
| INFRASTRUCTURE CAPITAL ADVISORS, LLC |
New York, NY |
Q1 2025
|
136
|
$1.4 B
|
| Infusive Asset Management Inc. |
New York, NY |
Q1 2025
|
38
|
$220 M
|
| INGALLS & SNYDER LLC |
New York, NY |
Q1 2025
|
456
|
$3.0 B
|
| ING GROEP NV |
Amsterdam, Netherlands |
Q1 2025
|
476
|
$14 B
|
| INHERENT GROUP, LP |
New York, NY |
Q3 2024
|
8
|
$110 M
|
| Inherent Management Corp. |
New York, NY |
Q1 2025
|
9
|
$130 M
|
| INKWELL CAPITAL LLC |
Miami, FL |
Q1 2025
|
30
|
$92 M
|
| Inland Investment Advisors, LLC |
Oak Brook, IL |
Q3 2024
|
1
|
$0
|
| Inlet Private Wealth, LLC |
Jupiter, FL |
Q1 2025
|
127
|
$380 M
|
| Inlight Wealth Management, LLC |
Atlanta, GA |
Q1 2025
|
289
|
$160 M
|
| Inman Jager Wealth Management, LLC |
Hattiesburg, MS |
Q1 2025
|
83
|
$130 M
|
| INNEALTA CAPITAL, LLC |
Austin, TX |
Q1 2025
|
116
|
$180 M
|
| Innovative Portfolios |
Indianapolis, IN |
Q4 2021
|
51
|
$43 M
|
| Innovative Wealth Building LLC |
California, MD |
Q1 2025
|
50
|
$110 M
|
| Innovator Capital Management, LLC |
Wheaton, IL |
Q1 2025
|
11
|
$5.3 M
|
| Innova Wealth Partners |
Newtown, PA |
Q1 2025
|
100
|
$160 M
|
| INNOVIS ASSET MANAGEMENT LLC |
Chicago, IL |
Q3 2023
|
153
|
$260 M
|
| Innovius Capital Management, LLC |
San Francisco, CA |
Q3 2024
|
2
|
$78 M
|
| INR ADVISORY SERVICES LLC |
Media, PA |
Q1 2019
|
81
|
$790 M
|
| Inscription Capital, LLC |
Houston, TX |
Q1 2025
|
341
|
$610 M
|
| INSIGHT 2811, INC. |
Chicago, IL |
Q1 2025
|
87
|
$200 M
|
| Insight Advisors, LLC/ PA |
Newtown, PA |
Q1 2025
|
282
|
$570 M
|
| INSIGHT CAPITAL RESEARCH & MANAGEMENT INC |
Walnut Creek, CA |
Q3 2017
|
96
|
$180 M
|
| INSIGHT EQUITY MANAGEMENT Co LLC |
Southlake, TX |
Q4 2015
|
1
|
$33 M
|
| Insight Folios Inc |
Charlotte, NC |
Q3 2024
|
119
|
$280 M
|
| Insight Holdings Group, LLC |
New York, NY |
Q1 2025
|
25
|
$1.3 B
|
| Insight Inv LLC |
El Segundo, CA |
Q1 2025
|
133
|
$150 M
|
| Insight Wealth Partners, LLC |
Plano, TX |
Q1 2025
|
108
|
$600 M
|
| Insight Wealth Strategies, LLC |
San Ramon, CA |
Q2 2025
|
171
|
$790 M
|
| INSIGNEO ADVISORY SERVICES, LLC |
Miami, FL |
Q1 2025
|
634
|
$970 M
|
| Inspire Advisors, LLC |
Meridian, ID |
Q1 2025
|
450
|
$870 M
|
| Inspire Developers LLC |
Forest Hills, NY |
Q2 2022
|
1
|
$4.1 M
|
| Inspire Investing, LLC |
Meridian, ID |
Q1 2025
|
800
|
$840 M
|
| INSPIRE TRUST CO, N.A. |
Reno, NV |
Q1 2025
|
112
|
$420 M
|
| INSPIRION WEALTH ADVISORS, LLC |
Libertyville, IL |
Q2 2025
|
158
|
$760 M
|
| Institute for Wealth Management, LLC. |
Denver, CO |
Q1 2025
|
526
|
$780 M
|
| INSTITUTIONAL CAPITAL LLC |
Chicago, IL |
Q4 2016
|
145
|
$6.7 B
|
| INSTITUTIONAL & FAMILY ASSET MANAGEMENT, LLC |
Fort Collins, CO |
Q2 2024
|
748
|
$650 M
|
| Institutional Venture Management XIII, LLC |
Menlo Park, CA |
Q3 2023
|
3
|
$54 M
|
| Institutional Venture Management XII, LLC |
Menlo Park, CA |
Q3 2016
|
1
|
$0
|
| Institutional Venture Management XIV, LLC |
Menlo Park, CA |
Q3 2023
|
2
|
$68 M
|
| INSTITUTIONAL VENTURE MANAGEMENT XVI, LLC |
Menlo Park, CA |
Q1 2025
|
2
|
$27 M
|
| INSTITUTIONAL VENTURE MANAGEMENT XV, LLC |
Menlo Park, CA |
Q1 2025
|
4
|
$200 M
|
| INSTRUMENTAL WEALTH, LLC |
Tampa, FL |
Q1 2025
|
56
|
$110 M
|
| Intact Financial Corp |
Toronto, Ontario, Canada |
Q3 2021
|
1
|
$14 M
|
| INTACT INVESTMENT MANAGEMENT INC. |
Montreal, Quebec |
Q1 2025
|
328
|
$2.9 B
|
| INTECH INVESTMENT MANAGEMENT LLC |
West Palm Beach, FL |
Q1 2025
|
3,106
|
$9.7 B
|
| Integer Wealth Advisors Group LLC |
Cartersville, GA |
Q1 2021
|
81
|
$180 M
|
| INTEGRAL DERIVATIVES, LLC |
New York, NY |
Q1 2018
|
660
|
$4.1 B
|
| Integral Health Asset Management, LLC |
New York, NY |
Q1 2025
|
81
|
$940 M
|
| INTEGRAL INVESTMENT ADVISORS, INC. |
Turlock, CA |
Q1 2025
|
154
|
$310 M
|
| Integras Partners LLC |
Alpharetta, GA |
Q1 2025
|
60
|
$110 M
|
| Integrated Advisors Network LLC |
Dallas, TX |
Q1 2025
|
710
|
$2.0 B
|
| INTEGRATED CAPITAL MANAGEMENT, INC. |
Jessup, PA |
Q1 2025
|
70
|
$130 M
|
| Integrated Capital Management, LLC |
Bloomfield, MI |
Q1 2025
|
58
|
$180 M
|
| Integrated Investment Consultants, LLC |
Bloomfield Hills, MI |
Q1 2025
|
694
|
$500 M
|
| Integrated Quantitative Investments LLC |
Bellevue, WA |
Q1 2025
|
279
|
$200 M
|
| Integrated Wealth Concepts LLC |
Waltham, MA |
Q1 2025
|
1,734
|
$8.6 B
|
| INTEGRATED WEALTH COUNSEL, LLC |
Carmel, CA |
Q4 2016
|
222
|
$47 M
|
| Integrated Wealth Management |
Palm Desert, CA |
Q1 2017
|
268
|
$300 M
|
| Integre Asset Management, LLC |
New York, NY |
Q4 2019
|
120
|
$180 M
|
| Integris Wealth Management, LLC |
Monterey, CA |
Q1 2025
|
103
|
$350 M
|
| Integrity Advisory, LLC |
Overland Park, KS |
Q4 2022
|
77
|
$110 M
|
| INTEGRITY ALLIANCE, LLC. |
Urbandale, IA |
Q1 2025
|
644
|
$2.5 B
|
| Integrity Capital Management (HK) Ltd |
Central, Hong Kong |
Q3 2022
|
1
|
$0
|
| Integrity Financial Corp /WA |
Jackson, WY |
Q1 2025
|
278
|
$180 M
|
| Integrity Investment Advisors, LLC |
Fort Collins, CO |
Q1 2025
|
45
|
$110 M
|
| INTEGRITY WEALTH ADVISORS, INC. |
Ventura, CA |
Q1 2025
|
60
|
$140 M
|
| Integrity Wealth Solutions LLC |
Denver, CO |
Q1 2025
|
105
|
$180 M
|
| INTEL CORP |
Santa Clara, CA |
Q1 2025
|
3
|
$170 M
|
| Intellectus Partners, LLC |
San Francisco, CA |
Q1 2025
|
273
|
$410 M
|
| Intelligence Driven Advisers, LLC |
Carlsbad, CA |
Q2 2025
|
119
|
$660 M
|
| Intelligent Financial Strategies |
Excelsior, MN |
Q1 2025
|
82
|
$190 M
|
| Intellus Advisors LLC |
Naples, FL |
Q1 2025
|
120
|
$570 M
|
| INTERACTIVE FINANCIAL ADVISORS, INC. |
New Lenox, IL |
Q1 2025
|
84
|
$190 M
|
| Interchange Capital Partners, LLC |
Pittsburgh, PA |
Q1 2025
|
299
|
$360 M
|
| Intercontinental Wealth Advisors, LLC |
San Antonio, TX |
Q2 2023
|
304
|
$420 M
|
| Intergy Private Wealth, LLC |
Colorado Springs, CO |
Q1 2025
|
94
|
$260 M
|
| Intermede Investment Partners Ltd |
London, United Kingdom |
Q1 2025
|
32
|
$3.2 B
|
| INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC |
Orlando, FL |
Q1 2025
|
761
|
$1.1 B
|
| INTERNATIONAL BIOTECHNOLOGY TRUST PLC |
London, United Kingdom |
Q3 2023
|
65
|
$300 M
|
| International City Management Association Retirement Corp |
Washington, DC |
Q1 2025
|
6
|
$180 M
|
| International Private Wealth Advisors LLC |
San Diego, CA |
Q2 2025
|
163
|
$120 M
|
| International Value Advisers, LLC |
New York, NY |
Q4 2020
|
21
|
$620 M
|
| InterOcean Capital Group, LLC |
Nashville, TN |
Q1 2024
|
506
|
$4.2 B
|
| InterOcean Capital, LLC |
Chicago, IL |
Q2 2020
|
202
|
$1.3 B
|
| Intersect Capital LLC |
San Ramon, CA |
Q2 2022
|
345
|
$330 M
|
| Interval Partners, LP |
New York, NY |
Q1 2025
|
355
|
$4.8 B
|
| INTERWEST VENTURE MANAGEMENT CO |
Los Altos, CA |
Q3 2023
|
5
|
$21 M
|
| InTrack Investment Management Inc |
South Burlington, VT |
Q1 2025
|
90
|
$110 M
|
| INTREPID CAPITAL MANAGEMENT INC |
Jacksonville Beach, FL |
Q1 2025
|
106
|
$210 M
|
| INTREPID CAPITAL MANAGEMENT INC /DE/ |
Greenwich, CT |
Q3 2014
|
28
|
$85 M
|
| INTREPID FAMILY OFFICE LLC |
Sarasota, FL |
Q1 2025
|
31
|
$71 M
|
| Intrepid Financial Planning Group LLC |
Carmel, IN |
Q1 2025
|
118
|
$220 M
|
| INTRINSIC EDGE CAPITAL MANAGEMENT LLC |
Chicago, IL |
Q1 2025
|
62
|
$540 M
|
| Intrinsic Value Partners, LLC |
Phoenix, AZ |
Q1 2025
|
66
|
$100 M
|
| Intrua Financial, LLC |
Houston, TX |
Q1 2025
|
373
|
$690 M
|
| INTRUST BANK NA |
Wichita, KS |
Q1 2025
|
700
|
$1.0 B
|
| INVENIO WEALTH PARTNERS LLC |
Coral Gables, FL |
Q1 2025
|
91
|
$240 M
|
| Invenire Partners, LP |
Ridgefield, CT |
Q3 2022
|
26
|
$65 M
|
| Invenomic Capital Management LP |
Boston, MA |
Q1 2025
|
172
|
$2.0 B
|
| InvenTrust Properties Corp. |
Downers Grove, IL |
Q3 2018
|
1
|
$1.1 M
|
| Invera Wealth Advisors, LLC |
Bend, OR |
Q1 2025
|
43
|
$85 M
|
| INVERNESS COUNSEL LLC /NY/ |
New York, NY |
Q3 2022
|
187
|
$1.8 B
|
| INVESCO, LLC |
Des Plaines, IL |
Q1 2025
|
128
|
$240 M
|
| Invesco Ltd. |
Atlanta, GA |
Q1 2025
|
24,094
|
$530 B
|
| Invesco Private Capital, Inc. |
New York, NY |
Q3 2019
|
4
|
$370 M
|
| INVESCO SENIOR SECURED MANAGEMENT INC /ADV |
New York, NY |
Q1 2025
|
8
|
$85 M
|
| Investidor Profissional Gestao de Recursos Ltda. |
Rio De Janeiro, Brazil |
Q1 2025
|
27
|
$160 M
|
| Investmark Advisory Group LLC |
Shelton, CT |
Q1 2025
|
117
|
$200 M
|
| Investment Advisory Group, LLC |
Hanover, MA |
Q1 2025
|
168
|
$300 M
|
| INVESTMENT ADVISORY SERVICES INC /TX /ADV |
The Woodlands, TX |
Q1 2025
|
115
|
$280 M
|
| INVESTMENTAKTIENGESELLSCHAFT FUER LANGFRISTIGE INVESTOREN TGV |
Bonn, Germany |
Q1 2025
|
1
|
$0
|
| INVESTMENT CENTERS OF AMERICA INC |
Bismarck, ND |
Q1 2018
|
1
|
$0
|
| INVESTMENT COUNSEL CO OF NEVADA |
Las Vegas, NV |
Q1 2025
|
71
|
$44 M
|
| Investment Counsel Inc. |
Petoskey, MI |
Q1 2021
|
51
|
$140 M
|
| INVESTMENT COUNSELORS OF MARYLAND LLC |
Baltimore, MD |
Q2 2021
|
161
|
$4.4 B
|
| INVESTMENT HOUSE LLC |
Redondo Beach, CA |
Q1 2025
|
213
|
$1.8 B
|
| INVESTMENT MANAGEMENT ASSOCIATES INC /ADV |
Greenwood Village, CO |
Q1 2025
|
23
|
$240 M
|
| Investment Management Corp of Ontario |
Toronto, Canada |
Q1 2025
|
662
|
$4.9 B
|
| INVESTMENT MANAGEMENT CORP /VA/ /ADV |
Roanoke, VA |
Q1 2025
|
185
|
$110 M
|
| INVESTMENT MANAGEMENT OF VIRGINIA LLC |
Richmond, VA |
Q1 2023
|
215
|
$530 M
|
| Investment Partners Asset Management, Inc. |
Metuchen, NJ |
Q1 2025
|
147
|
$130 M
|
| INVESTMENT PARTNERS, LTD. |
New Philadelphia, OH |
Q1 2025
|
148
|
$240 M
|
| Investment Planning Advisors, Inc. |
Cumming, GA |
Q1 2025
|
70
|
$250 M
|
| Investment Research & Advisory Group, Inc. |
Atlanta, GA |
Q1 2025
|
250
|
$240 M
|
| INVESTMENT SECURITY GROUP INC /CO/ /ADV |
Denver, CO |
Q3 2021
|
18
|
$250 M
|
| Investments & Financial Planning, LLC |
Lexington, KY |
Q1 2025
|
34
|
$150 M
|
| INVESTOR AB |
Stockholm, Sweden |
Q1 2025
|
13
|
$4.4 B
|
| INVESTORS ASSET MANAGEMENT OF GEORGIA INC /GA/ /ADV |
Atlanta, GA |
Q1 2025
|
161
|
$200 M
|
| Investors Capital Advisory Services |
Lynnfield, MA |
Q2 2016
|
1,060
|
$520 M
|
| Investor's Fiduciary Advisor Network, LLC |
Snoqualmie, WA |
Q1 2025
|
166
|
$210 M
|
| Investors Financial Group, LLC |
Plymouth, MN |
Q1 2022
|
1
|
$0
|
| Investors Research Corp |
Atlanta, GA |
Q2 2025
|
925
|
$510 M
|
| INVESTORS TRUST INC |
Dallas, TX |
Q2 2015
|
46
|
$32 M
|
| InvesTrust |
Oklahoma City, OK |
Q2 2025
|
94
|
$260 M
|
| Investure, LLC |
Charlottesville, VA |
Q1 2025
|
16
|
$1.5 B
|
| Invicta Capital Management, LLC |
New York, NY |
Q2 2015
|
1
|
$0
|
| INVICTUS PRIVATE WEALTH, LLC |
Denver, CO |
Q1 2025
|
77
|
$1.3 B
|
| Invictus RG |
Hamilton, Bermuda |
Q3 2021
|
3
|
$8.9 M
|
| Invictus RG Pte. Ltd. |
Singapore |
Q3 2016
|
1
|
$0
|
| Invst, LLC |
Indianapolis, IN |
Q1 2025
|
272
|
$730 M
|
| Invus Financial Advisors, LLC |
New York, NY |
Q2 2024
|
7
|
$89 M
|
| ION Acquisition Corp GP Ltd. |
Herzliya, Israel |
Q3 2023
|
3
|
$5.6 M
|
| Ion Asset Management Ltd. |
Herzliya, Israel |
Q1 2025
|
75
|
$1.5 B
|
| ION Crossover Partners Ltd |
Herzliya Pituach, Israel |
Q3 2023
|
5
|
$45 M
|
| Ionic Capital Management LLC |
New York, NY |
Q1 2025
|
129
|
$760 M
|
| Iowa State Bank |
Urbandale, IA |
Q1 2025
|
120
|
$470 M
|
| IPC/NYCG LLC |
New York, NY |
Q3 2019
|
1
|
$43 M
|
| IPG Investment Advisors LLC |
San Diego, CA |
Q1 2025
|
170
|
$440 M
|
| IPL Advisers, LLC |
New York, NY |
Q4 2017
|
12
|
$160 M
|
| Ipsen Advisor Group LLC |
Little Rock, AR |
Q1 2025
|
93
|
$120 M
|
| Ipswich Investment Management Co., Inc. |
Beverly, MA |
Q1 2025
|
186
|
$400 M
|
| IQ EQ FUND MANAGEMENT (IRELAND) Ltd |
Dublin 2, Ireland |
Q1 2025
|
305
|
$850 M
|
| Irenic Capital Management LP |
New York, NY |
Q1 2025
|
22
|
$660 M
|
| IRIDIAN ASSET MANAGEMENT LLC/CT |
Westport, CT |
Q1 2025
|
48
|
$320 M
|
| IronBridge Capital Management LP |
Oakbrook Terrace, IL |
Q1 2017
|
186
|
$1.7 B
|
| IronBridge Private Wealth, LLC |
Austin, TX |
Q1 2025
|
84
|
$250 M
|
| Ironclad Investments LLC |
Maitland, FL |
Q1 2025
|
3
|
$180 M
|
| IRON Financial LLC |
Northbrook, IL |
Q1 2025
|
113
|
$180 M
|
| Iron Gate Global Advisors LLC |
Nsl, UT |
Q1 2025
|
95
|
$730 M
|
| Iron Horse Wealth Management, LLC |
Johston, IA |
Q1 2025
|
596
|
$310 M
|
| IronOak Wealth LLC. |
Cedar Park, TX |
Q2 2025
|
64
|
$100 M
|
| Iron Park Capital Partners, LP |
New York, NY |
Q3 2023
|
1
|
$0
|
| Ironsides Asset Advisors, LLC |
Rocky Mount, NC |
Q1 2025
|
65
|
$340 M
|
| Ironsides Partners LLC |
Boston, MA |
Q3 2018
|
4
|
$28 M
|
| Iron Triangle Partners LP |
Cos Cob, CT |
Q1 2025
|
27
|
$630 M
|
| Ironvine Capital Partners, LLC |
Omaha, NE |
Q1 2025
|
50
|
$920 M
|
| Ironwood Financial, llc |
Tucson, AZ |
Q1 2025
|
160
|
$470 M
|
| Ironwood Investment Counsel, LLC |
Scottsdale, AZ |
Q1 2025
|
240
|
$580 M
|
| IRONWOOD INVESTMENT MANAGEMENT LLC |
Boston, MA |
Q1 2025
|
163
|
$180 M
|
| IRONWOOD WEALTH MANAGEMENT, INC. |
Hurricane, WV |
Q1 2025
|
22
|
$190 M
|
| Ironwood Wealth Management, LLC. |
Chandler, AZ |
Q1 2025
|
42
|
$330 M
|
| Irth Capital Management LP |
New York, NY |
Q1 2025
|
1
|
$67 M
|
| Irving Magee Investment Management |
Conshohocken, PA |
Q2 2017
|
1
|
$0
|
| iSAM Funds (UK) Ltd |
London, United Kingdom |
Q1 2025
|
321
|
$200 M
|
| ISF Management LLC |
New York, NY |
Q1 2016
|
32
|
$47 M
|
| ISLAY CAPITAL MANAGEMENT, LLC |
Lubbock, TX |
Q1 2025
|
185
|
$150 M
|
| Islet Management, LP |
New York, NY |
Q3 2023
|
1
|
$0
|
| Isomer Partners LP |
New York, NY |
Q4 2024
|
5
|
$74 M
|
| Israel Discount Bank of New York |
New York, NY |
Q1 2025
|
56
|
$130 M
|
| ISTHMUS PARTNERS, LLC |
Madison, WI |
Q1 2025
|
212
|
$800 M
|
| ISZO CAPITAL LP |
New York, NY |
Q4 2013
|
10
|
$140 M
|
| ISZO CAPITAL MANAGEMENT LP |
New York, NY |
Q4 2023
|
1
|
$2.0 M
|
| Itau Unibanco Holding S.A. |
Sao Paulo, Brazil |
Q1 2025
|
411
|
$2.7 B
|
| Itau USA Asset Management Inc. |
New York, NY |
Q1 2016
|
37
|
$410 M
|
| ITHAKA GROUP LLC |
Arlington, VA |
Q1 2025
|
37
|
$490 M
|
| ITS Asset Management, L.P. |
Washington, PA |
Q3 2016
|
6
|
$55 M
|
| IVC Wealth Advisors LLC |
Silverdale, PA |
Q1 2025
|
162
|
$190 M
|
| IVORY INVESTMENT MANAGEMENT, LLC |
New York, NY |
Q3 2018
|
1
|
$0
|
| IVY LANE CAPITAL MANAGEMENT, LLC |
Winter Park, FL |
Q1 2025
|
14
|
$170 M
|
| IvyRock Asset Management (HK) Ltd |
Sheung Wan, Hong Kong |
Q1 2025
|
17
|
$210 M
|
| Iyo Bank, Ltd. |
Matsuyama, Japan |
Q1 2025
|
51
|
$310 M
|