| M1 Capital Management LLC |
Troy, MI |
Q1 2026
|
111
|
$220 M
|
| M28 Capital Management LP |
Stamford, CT |
Q1 2026
|
9
|
$54 M
|
| M37 Management LP |
Menlo Park, CA |
Q1 2026
|
12
|
$250 M
|
| M3 Advisory Group, LLC |
Needham Heights, MA |
Q1 2026
|
149
|
$160 M
|
| M3F, Inc. |
Salt Lake City, UT |
Q1 2026
|
28
|
$400 M
|
| M3 Wealth Management, LLC |
North Royalton, OH |
Q1 2026
|
35
|
$130 M
|
| MAC Alpha Capital Management, LP |
Tampa, FL |
Q1 2026
|
21
|
$170 M
|
| Macco Financial Group, Inc. |
Green Bay, WI |
Q1 2026
|
21
|
$130 M
|
| Macellum Advisors, LP |
New York, NY |
Q3 2024
|
1
|
$0
|
| MACGUIRE, CHESWICK & TUTTLE INVESTMENT COUNSEL LLC |
Darien, CT |
Q4 2018
|
95
|
$480 M
|
| Mach-1 Financial Group, LLC |
Rogers, AR |
Q1 2026
|
161
|
$280 M
|
| Machina Capital S.A.S. |
Paris, France |
Q1 2026
|
353
|
$510 M
|
| MACKAY SHIELDS LLC |
New York, NY |
Q1 2026
|
307
|
$2.7 B
|
| MACKENZIE FINANCIAL CORP |
Toronto Ontario, Ontario, Canada |
Q1 2026
|
1,420
|
$83 B
|
| MACNEALY HOOVER INVESTMENT MANAGEMENT INC |
Canton, OH |
Q3 2019
|
103
|
$120 M
|
| MACQUARIE GROUP LTD |
Sydney, Nsw 2000, Australia |
Q1 2026
|
1,301
|
$17 B
|
| Macquarie Investment Management LTD |
Sydney, New South Wales, Australia |
Q2 2016
|
1
|
$0
|
| Macro Advisors, Inc. |
York, PA |
Q1 2026
|
41
|
$240 M
|
| MACRO Consulting Group |
Parsippany, NJ |
Q2 2021
|
102
|
$190 M
|
| MACROVIEW INVESTMENT MANAGEMENT LLC |
Bethesda, MD |
Q1 2026
|
99
|
$140 M
|
| Madden Advisory Services, Inc. |
Jacksonville, FL |
Q1 2026
|
108
|
$250 M
|
| MADDEN SECURITIES Corp |
Dallas, TX |
Q1 2026
|
113
|
$330 M
|
| Mader & Shannon Wealth Management, Inc. |
Kansas City, MO |
Q1 2026
|
20
|
$220 M
|
| Madison Asset Management, LLC |
Madison, WI |
Q1 2026
|
349
|
$8.1 B
|
| Madison Avenue Partners, LP |
New York, NY |
Q1 2026
|
27
|
$2.3 B
|
| MADISON DEARBORN PARTNERS LLC |
Chicago, IL |
Q3 2025
|
1
|
$0
|
| Madison International Global Alpha Realty, LP |
New York, NY |
Q3 2017
|
12
|
$26 M
|
| Madison International Realty Holdings, LLC |
New York, NY |
Q1 2026
|
1
|
$0
|
| Madison Investment Advisors, LLC |
Madison, WI |
Q4 2024
|
335
|
$8.9 B
|
| MADISON INVESTMENT HOLDINGS INC |
Madison, WI |
Q3 2019
|
283
|
$6.2 B
|
| Madison Park Capital Advisors, LLC |
Seattle, WA |
Q1 2026
|
62
|
$130 M
|
| Madison Scottsdale, LC |
Scottsdale, AZ |
Q4 2013
|
25
|
$110 M
|
| Madison Street Partners, LLC |
Denver, CO |
Q4 2015
|
4
|
$3.0 M
|
| MADISON WEALTH MANAGEMENT |
Cincinnati, OH |
Q3 2023
|
151
|
$480 M
|
| Madison Wealth Partners, Inc |
Madison, WI |
Q1 2026
|
220
|
$630 M
|
| Madrid Financial Services |
Manhattan Beach, CA |
Q1 2026
|
26
|
$170 M
|
| Madrid Wealth Management, LLC |
Albuquerque, NM |
Q1 2026
|
70
|
$130 M
|
| MAD RIVER INVESTORS |
Boston, MA |
Q1 2026
|
32
|
$280 M
|
| Madrona Financial Services, LLC |
Everett, WA |
Q1 2026
|
123
|
$460 M
|
| MADRONA FUNDS, LLC |
Everett, WA |
Q3 2019
|
58
|
$140 M
|
| Madrona Venture Group, LLC |
Seattle, WA |
Q4 2025
|
3
|
$22 M
|
| MADRONE ADVISORS, LLC |
Denver, CO |
Q1 2026
|
5
|
$1.0 B
|
| Madryn Asset Management, LP |
New York, NY |
Q1 2026
|
2
|
$34 M
|
| Madryn Select Opportunities, LP |
New York, NY |
Q4 2021
|
4
|
$150 M
|
| Madson Wealth Advisors Inc |
Santa Rosa, CA |
Q1 2026
|
84
|
$120 M
|
| Maestria Partners LLC |
Atlanta, GA |
Q1 2026
|
13
|
$270 M
|
| MAGEE THOMSON INVESTMENT PARTNERS LLC |
San Diego, CA |
Q1 2017
|
99
|
$260 M
|
| Magellan Asset Management Ltd |
Sydney, Australia |
Q1 2026
|
79
|
$7.7 B
|
| Magma Venture Partners General Partner Ltd. |
Tel Aviv, Israel |
Q1 2026
|
2
|
$59 M
|
| Magnetar Financial LLC |
Evanston, IL |
Q1 2026
|
1,755
|
$9.8 B
|
| Magnitude Capital, LLC |
New York, NY |
Q1 2026
|
1
|
$450 M
|
| MAGNOLIA CAPITAL ADVISORS LLC |
Ridgeland, MS |
Q1 2026
|
281
|
$510 M
|
| MAGNOLIA CAPITAL MANAGEMENT LTD |
Cold Spring, NY |
Q1 2026
|
74
|
$150 M
|
| MAGNOLIA GROUP, LLC |
Omaha, NE |
Q1 2026
|
12
|
$540 M
|
| Magnolia Private Wealth, LLC |
Philadelphia, PA |
Q1 2026
|
134
|
$150 M
|
| Magnolia Wealth Management, LLC |
Dothan, AL |
Q1 2026
|
212
|
$170 M
|
| Magnum NGL HoldCo LLC |
Houston, TX |
Q3 2017
|
1
|
$0
|
| Magnus Financial Group LLC |
New York, NY |
Q1 2026
|
373
|
$1.2 B
|
| Maia Wealth LLC |
Denver, CO |
Q1 2026
|
350
|
$590 M
|
| MAI Capital Management |
Independence, OH |
Q1 2026
|
5,019
|
$18 B
|
| Maiden Cove Capital, LLC |
Cape Elizabeth, ME |
Q4 2024
|
66
|
$65 M
|
| Mail.ru Group Ltd |
Dubai Media City, Dubai, United Arab Emirates |
Q3 2014
|
1
|
$0
|
| MAIMON WEALTH MANAGEMENT LTD. |
Ra'anana, Israel |
Q1 2026
|
77
|
$110 M
|
| Main Line Retirement Advisors, LLC |
Whitefish, MT |
Q1 2026
|
48
|
$200 M
|
| Main Management ETF Advisors, LLC |
San Francisco, CA |
Q1 2026
|
116
|
$2.7 B
|
| Main Management Fund Advisors LLC |
San Francisco, CA |
Q1 2026
|
8
|
$1.2 B
|
| Main Management LLC |
San Francisco, CA |
Q1 2026
|
102
|
$1.4 B
|
| MAINSAIL ASSET MANAGEMENT, LLC |
Birmingham, AL |
Q1 2026
|
112
|
$220 M
|
| Mainsail Financial Group, LLC |
Bellevue, WA |
Q1 2026
|
62
|
$240 M
|
| MAINSAIL MANAGEMENT COMPANY, LLC |
Austin, TX |
Q3 2025
|
1
|
$66 M
|
| MAINSTAY CAPITAL MANAGEMENT LLC /ADV |
Grand Blanc, MI |
Q1 2026
|
143
|
$1.3 B
|
| Mainstream Capital Management LLC |
Los Angeles, CA |
Q1 2026
|
88
|
$150 M
|
| Main Street Financial Solutions, LLC |
Newtown, PA |
Q4 2025
|
560
|
$1.3 B
|
| Main Street Group, LTD |
Glen Allen, VA |
Q1 2026
|
1,558
|
$340 M
|
| MainStreet Investment Advisors LLC |
Chicago, IL |
Q1 2026
|
158
|
$660 M
|
| Main Street Research LLC |
Sausalito, CA |
Q1 2026
|
148
|
$1.7 B
|
| Ma Investment Partnership, LP |
Hillsborough, CA |
Q1 2026
|
10
|
$210 M
|
| MAIRS & POWER INC |
St Paul, MN |
Q1 2026
|
245
|
$9.8 B
|
| Majedie Asset Management Ltd |
London, United Kingdom |
Q1 2022
|
86
|
$1.2 B
|
| Maj Invest Holding A/S |
Copenhagen K, Denmark |
Q1 2026
|
38
|
$2.3 B
|
| Makaira Partners LLC |
La Jolla, CA |
Q1 2026
|
1
|
$0
|
| MAK CAPITAL ONE LLC |
New York, NY |
Q1 2026
|
22
|
$680 M
|
| MAKENA CAPITAL MANAGEMENT LLC |
Menlo Park, CA |
Q1 2026
|
27
|
$870 M
|
| Malaga Cove Capital, LLC |
Pv Estates, CA |
Q1 2026
|
192
|
$280 M
|
| Malka Meyer |
Palo Alto, CA |
Q3 2023
|
1
|
$8.8 M
|
| Mallini Complete Financial Planning LLC |
Gainesville, FL |
Q1 2026
|
61
|
$130 M
|
| MALTESE CAPITAL MANAGEMENT LLC |
New York, NY |
Q1 2026
|
300
|
$510 M
|
| Maltin Wealth Management, Inc. |
Ridgewood, NJ |
Q1 2026
|
136
|
$260 M
|
| MANA Advisors LLC |
New York, NY |
Q3 2021
|
16
|
$3.1 M
|
| MANAGED ACCOUNT ADVISORS LLC |
Jersey City, NJ |
Q2 2015
|
4,717
|
$120 B
|
| MANAGED ACCOUNT SERVICES INC |
Coconut Grove, FL |
Q3 2021
|
106
|
$380 M
|
| MANAGED ASSET PORTFOLIOS, LLC |
Rochester, MI |
Q1 2026
|
51
|
$830 M
|
| Manatuck Hill Partners, LLC |
Westport, CT |
Q1 2026
|
116
|
$370 M
|
| Manchester Capital Management LLC |
Manchester, VT |
Q1 2026
|
1,309
|
$690 M
|
| MANCHESTER FINANCIAL INC |
Westlake Village, CA |
Q1 2026
|
140
|
$520 M
|
| Manchester Global Management (UK) Ltd |
London, United Kingdom |
Q1 2026
|
23
|
$750 M
|
| Mandatum Life Insurance Co Ltd |
Helsinki, Finland |
Q1 2026
|
84
|
$440 M
|
| MANE GLOBAL CAPITAL MANAGEMENT LP |
New York, NY |
Q1 2026
|
57
|
$970 M
|
| Mangham Associates,LLC |
Charlottesville, VA |
Q3 2023
|
14
|
$54 M
|
| Mango Five Family, Inc. |
Reno, NV |
Q1 2024
|
65
|
$300 M
|
| Mango Investments LLC |
Denver, CO |
Q1 2024
|
23
|
$140 M
|
| Man Group plc |
London, United Kingdom |
Q1 2026
|
3,748
|
$55 B
|
| MANGROVE PARTNERS IM, LLC |
Greenwich, CT |
Q1 2026
|
427
|
$1.2 B
|
| Manhattan West Asset Management, LLC |
Los Angeles, CA |
Q1 2026
|
149
|
$510 M
|
| Manifold Partners, LLC |
San Francisco, CA |
Q2 2019
|
8
|
$10 M
|
| Manikay Partners, LLC |
New York, NY |
Q3 2021
|
1
|
$0
|
| Man Investment Partners (US) LP |
New York, NY |
Q1 2026
|
6
|
$84 M
|
| Man Investments (CH) AG |
Pfaffikon, Switzerland |
Q4 2017
|
62
|
$110 M
|
| Man Investments Ltd |
London, United Kingdom |
Q2 2014
|
726
|
$1.3 B
|
| Maniro Ltd |
Nassau, Bahamas |
Q1 2026
|
25
|
$330 M
|
| Manitou Investment Management Ltd. |
Toronto, Ontario, Canada |
Q1 2026
|
52
|
$510 M
|
| Maniyar Capital Advisors UK Ltd. |
London, United Kingdom |
Q3 2022
|
1
|
$80 M
|
| Mann Financial Group, Inc. |
Detroit Lakes, MN |
Q1 2026
|
31
|
$110 M
|
| MANNING & NAPIER ADVISORS LLC |
Fairport, NY |
Q1 2026
|
616
|
$7.1 B
|
| Manning & Napier Group, LLC |
Fairport, NY |
Q1 2024
|
482
|
$8.8 B
|
| MANOR ROAD CAPITAL PARTNERS, LLC |
New York, NY |
Q4 2021
|
1
|
$0
|
| Manske Wealth Management |
Houston, TX |
Q1 2026
|
215
|
$360 M
|
| Manteio Capital LLC |
Jersey City, NJ |
Q3 2022
|
4
|
$1.1 M
|
| Mantle Ridge LP |
New York, NY |
Q1 2026
|
1
|
$1.3 B
|
| MANUFACTURERS LIFE INSURANCE COMPANY, THE |
Toronto, Ontario, Canada |
Q1 2026
|
2,805
|
$120 B
|
| Manuka Financial, LLC |
Richmond, VA |
Q1 2026
|
56
|
$160 M
|
| Maple-Brown Abbott Ltd |
Barangaroo, Australia |
Q1 2025
|
15
|
$1.5 B
|
| Maple Capital Management, Inc. |
Montpelier, VT |
Q1 2026
|
119
|
$1.5 B
|
| MAPLELANE CAPITAL, LLC |
New York, NY |
Q1 2026
|
190
|
$2.8 B
|
| Maple Rock Capital Partners Inc. |
Toronto, Ontario, Canada |
Q1 2026
|
44
|
$3.1 B
|
| MAPLE SECURITIES USA INC |
Jersey City, NJ |
Q2 2017
|
1
|
$0
|
| MA Private Wealth |
San Carlos, CA |
Q1 2026
|
86
|
$590 M
|
| MARATHON ASSET MANAGEMENT LLP |
London, United Kingdom |
Q2 2021
|
98
|
$8.3 B
|
| MARATHON ASSET MANAGEMENT LP |
New York, NY |
Q1 2026
|
3
|
$12 M
|
| Marathon Asset Management Ltd |
London, United Kingdom |
Q1 2026
|
74
|
$2.6 B
|
| MARATHON CAPITAL MANAGEMENT |
Hunt Valley, MD |
Q1 2026
|
171
|
$450 M
|
| Marathon Mission, Inc. |
Albany, NY |
Q1 2026
|
55
|
$170 M
|
| Marathon Partners Equity Management, LLC |
New York, NY |
Q1 2026
|
17
|
$88 M
|
| Marathon Strategic Advisors, LLC |
Pittsburgh, PA |
Q1 2026
|
52
|
$140 M
|
| Marathon Trading Investment Management LLC |
Radnor, PA |
Q1 2026
|
389
|
$3.7 B
|
| Marble Arch Investments, LP |
New York, NY |
Q2 2018
|
17
|
$82 M
|
| Marble Bar Asset Management LLP |
London, United Kingdom |
Q1 2026
|
30
|
$100 M
|
| Marble Harbor Investment Counsel, LLC |
Boston, MA |
Q1 2026
|
192
|
$920 M
|
| Marble Holdings, LLC |
Wilmington, DE |
Q4 2017
|
1
|
$270 M
|
| Marble Wealth, LLC |
Montgomery, AL |
Q1 2026
|
222
|
$570 M
|
| Marcato Capital Management LP |
San Francisco, CA |
Q4 2019
|
1
|
$1.2 M
|
| March Altus Capital Management LP |
Greenwich, CT |
Q3 2016
|
11
|
$16 M
|
| Marcho Partners LLP |
London, United Kingdom |
Q1 2026
|
5
|
$120 M
|
| MARCO INVESTMENT MANAGEMENT LLC |
Atlanta, GA |
Q1 2026
|
232
|
$1.3 B
|
| MARCUARD FAMILY OFFICE LTD |
Zurich, Switzerland |
Q3 2014
|
25
|
$47 M
|
| Marcum Wealth, LLC |
Cleveland, OH |
Q1 2025
|
405
|
$1.2 B
|
| Marcus Capital, LLC |
Northbrook, IL |
Q3 2018
|
43
|
$34 M
|
| Maren Capital LLC |
Chicago, IL |
Q1 2026
|
19
|
$1.9 B
|
| Marest Capital, LLC |
Encino, CA |
Q1 2026
|
29
|
$170 M
|
| Marex Group plc |
London, United Kingdom |
Q1 2026
|
1,464
|
$16 B
|
| Margaret A. Cargill Foundation |
Eden Prairie, MN |
Q3 2017
|
1
|
$0
|
| MARIANAS FUND MANAGEMENT LLC |
New York, NY |
Q3 2018
|
1
|
$0
|
| Maridea Wealth Management LLC |
Brooklyn, NY |
Q1 2026
|
454
|
$690 M
|
| MARIETTA INVESTMENT PARTNERS LLC |
Milwaukee, WI |
Q1 2026
|
161
|
$500 M
|
| Marietta Wealth Management, LLC |
Marietta, GA |
Q1 2026
|
129
|
$840 M
|
| Marin Bay Wealth Advisors, LLC |
San Anselmo, CA |
Q1 2026
|
127
|
$170 M
|
| MARINER INVESTMENT GROUP LLC |
New York, NY |
Q1 2026
|
108
|
$350 M
|
| Mariner, LLC |
Overland Park, KS |
Q1 2026
|
5,619
|
$86 B
|
| Mariner Wealth Advisors-Cincinnati, LLC |
Cincinnati, OH |
Q3 2018
|
285
|
$1.8 B
|
| Mariner Wealth Advisors-NYC, LLC |
Leawood, KS |
Q1 2015
|
773
|
$210 M
|
| Marino Management, LLC |
Westport, CT |
Q1 2026
|
11
|
$550 M
|
| MARINO, STRAM & ASSOCIATES LLC |
Braintree, MA |
Q1 2026
|
185
|
$560 M
|
| Marion Wealth Management |
Monroeville, PA |
Q1 2026
|
146
|
$450 M
|
| MARIPAU WEALTH MANAGEMENT LLC |
Fort Wayne, IN |
Q1 2026
|
166
|
$230 M
|
| MARK ASSET MANAGEMENT LP |
New York, NY |
Q1 2026
|
37
|
$1.1 B
|
| Markel Group Inc. |
Glen Allen, VA |
Q1 2026
|
205
|
$12 B
|
| Marketfield Asset Management LLC |
New York, NY |
Q1 2024
|
35
|
$130 M
|
| MARKET STREET WEALTH MANAGEMENT ADVISORS LLC |
Indianapolis, IN |
Q1 2026
|
106
|
$630 M
|
| Markin Asset Management, LP |
Rye, NY |
Q1 2026
|
38
|
$91 M
|
| Markin Volterra Fund LP |
Rye, NY |
Q1 2026
|
34
|
$65 M
|
| Marks Group Wealth Management, Inc |
Minnetonka, MN |
Q1 2026
|
536
|
$1.0 B
|
| MARK SHEPTOFF FINANCIAL PLANNING, LLC |
Glastonbury, CT |
Q1 2026
|
510
|
$190 M
|
| MARKSTON INTERNATIONAL LLC |
White Plains, NY |
Q4 2021
|
139
|
$99 M
|
| Marks Wealth, LLC |
Ellicott City, MD |
Q1 2026
|
12
|
$380 M
|
| MARLIN SAMS CAPITAL MANAGEMENT LLC |
New York, NY |
Q3 2025
|
1
|
$0
|
| Marlowe Partners LP |
New York, NY |
Q3 2024
|
8
|
$26 M
|
| Marmo Financial Group, LLC |
Johnson City, TN |
Q1 2026
|
38
|
$200 M
|
| Marnell Management LLC |
Farmington Hills, MI |
Q1 2026
|
72
|
$290 M
|
| Marotta Asset Management |
Charlottesville, VA |
Q1 2026
|
103
|
$540 M
|
| Marquard & Bahls AG |
Hamburg, Germany |
Q3 2025
|
1
|
$0
|
| MARQUE MILLENNIUM CAPITAL MANAGEMENT LCC |
New York, NY |
Q3 2015
|
75
|
$140 M
|
| Marquette Asset Management, LLC |
Minneapolis, MN |
Q1 2026
|
796
|
$670 M
|
| MARQUETTE ASSOCIATES, INC. |
Chicago, IL |
Q1 2026
|
25
|
$92 M
|
| marrick wealth, LLC |
Irvine, CA |
Q1 2026
|
52
|
$120 M
|
| MARSHALL FINANCIAL GROUP INC /ADV |
Doylestown, PA |
Q3 2025
|
53
|
$360 M
|
| Marshall Financial Group, LLC |
Hunt Valley, MD |
Q1 2026
|
293
|
$620 M
|
| MARSHALL INVESTMENT MANAGEMENT, LLC |
Littleton, CO |
Q1 2026
|
274
|
$210 M
|
| Marshall & Sterling Wealth Advisors Inc. |
Poughkeepsie, NY |
Q1 2026
|
344
|
$150 M
|
| MARSHALL & SULLIVAN INC /WA/ |
Seattle, WA |
Q3 2025
|
43
|
$220 M
|
| MARSHALL WACE ASIA Ltd |
Central, Hong Kong |
Q3 2021
|
200
|
$4.2 B
|
| MARSHALL WACE, LLP |
London, United Kingdom |
Q1 2026
|
6,623
|
$100 B
|
| Marshall Wace North America L.P. |
New York, NY |
Q3 2021
|
2,204
|
$23 B
|
| MARSHFIELD ASSOCIATES |
Washington, DC |
Q1 2026
|
17
|
$5.0 B
|
| MARSHWINDS ADVISORY CO |
St Simons Island, GA |
Q4 2018
|
124
|
$190 M
|
| MARSICO CAPITAL MANAGEMENT LLC |
Denver, CO |
Q1 2026
|
65
|
$3.4 B
|
| MARS JEWETT FINANCIAL GROUP, INC. |
Bellevue, WA |
Q1 2026
|
37
|
$320 M
|
| Martel Wealth Advisors LLC |
Vancouver, WA |
Q1 2026
|
73
|
$590 M
|
| Martin Capital Advisors, LLP |
San Antonio, TX |
Q1 2026
|
73
|
$160 M
|
| MARTIN CAPITAL MANAGEMENT LLC |
Elkhart, IN |
Q2 2015
|
17
|
$37 M
|
| Martin Capital Partners, LLC |
Eugene, OR |
Q1 2026
|
68
|
$270 k
|
| MARTIN & CO INC /TN/ |
Knoxville, TN |
Q1 2026
|
101
|
$590 M
|
| MARTIN CURRIE LTD |
Edinburgh, United Kingdom |
Q2 2025
|
85
|
$2.6 B
|
| MARTINGALE ASSET MANAGEMENT L P |
Boston, MA |
Q1 2026
|
794
|
$4.0 B
|
| Martin Investment Management, LLC |
Palm Beach Gardens, FL |
Q1 2026
|
46
|
$330 M
|
| Martin Worley Group |
Cottonwood Heights, UT |
Q2 2025
|
91
|
$200 M
|
| MARVIN & PALMER ASSOCIATES INC |
Wilmington, DE |
Q1 2026
|
21
|
$84 M
|
| MAR VISTA INVESTMENT PARTNERS LLC |
Los Angeles, CA |
Q1 2026
|
35
|
$1.0 B
|
| MARXE AUSTIN W & GREENHOUSE DAVID M |
New York, NY |
Q3 2014
|
202
|
$730 M
|
| MARYLAND CAPITAL ADVISORS INC. |
Chester, MD |
Q4 2025
|
271
|
$300 M
|
| Maryland Capital Management |
Towson, MD |
Q3 2022
|
270
|
$1.2 B
|
| Maryland State Retirement & Pension System |
Baltimore, MD |
Q1 2026
|
1,352
|
$4.9 B
|
| MAS Advisors LLC |
Miami, FL |
Q3 2025
|
67
|
$63 M
|
| Mascagni Wealth Management, Inc. |
Clinton, MS |
Q1 2026
|
127
|
$140 M
|
| Mascoma Wealth Management LLC |
Hanover, NH |
Q1 2026
|
515
|
$480 M
|
| MASECO LLP |
London, United Kingdom |
Q1 2026
|
391
|
$3.2 B
|
| MASO CAPITAL PARTNERS Ltd |
Hong Kong |
Q3 2025
|
44
|
$61 M
|
| Mason & Associates Inc |
Los Angeles, CA |
Q1 2026
|
160
|
$520 M
|
| Mason & Associates, LLC |
Newport News, VA |
Q1 2026
|
44
|
$440 M
|
| MASON CAPITAL MANAGEMENT LLC |
New York, NY |
Q1 2026
|
7
|
$610 M
|
| Mason Investment Advisory Services, Inc. |
Reston, VA |
Q1 2026
|
79
|
$2.2 B
|
| MASON STREET ADVISORS, LLC |
Milwaukee, WI |
Q1 2026
|
15
|
$1.0 B
|
| MASSACHUSETTS FINANCIAL SERVICES CO /MA/ |
Boston, MA |
Q1 2026
|
3,996
|
$300 B
|
| MASSACHUSETTS INSTITUTE OF TECHNOLOGY |
Cambridge, MA |
Q1 2026
|
5
|
$580 M
|
| MASSACHUSETTS MUTUAL LIFE INSURANCE CO |
Springfield, MA |
Q1 2026
|
2
|
$2.2 B
|
| Massachusetts Wealth Management |
North Andover, MA |
Q1 2026
|
98
|
$230 M
|
| Massar Capital Management, LP |
Stamford, CT |
Q1 2026
|
246
|
$930 M
|
| Mass Ave Global Inc. |
New York, NY |
Q4 2022
|
33
|
$340 M
|
| Mass General Brigham, Inc |
Somerville, MA |
Q1 2026
|
6
|
$470 M
|
| MassMutual Private Wealth & Trust, FSB |
Windsor, CT |
Q1 2026
|
2,429
|
$3.7 B
|
| Masso Torrence Wealth Management Inc. |
Marlton, NJ |
Q3 2025
|
108
|
$240 M
|
| Mast Capital Management, LLC |
Boston, MA |
Q4 2015
|
6
|
$69 M
|
| MASTERCARD FOUNDATION ASSET MANAGEMENT CORP |
Toronto, Ontario, Canada |
Q1 2026
|
3
|
$34 B
|
| MASTERINVEST Kapitalanlage GmbH |
Vienna, Austria |
Q1 2026
|
292
|
$960 M
|
| MASTERS CAPITAL MANAGEMENT LLC |
Atlanta, GA |
Q1 2026
|
98
|
$3.0 B
|
| MASTER'S WEALTH MANAGEMENT INC. |
Lancaster, PA |
Q1 2026
|
82
|
$300 M
|
| Masterton Capital Management, LP |
New York, NY |
Q1 2026
|
19
|
$110 M
|
| MASTRAPASQUA ASSET MANAGEMENT INC |
Nashville, TN |
Q3 2023
|
149
|
$850 M
|
| Matarin Capital Management, LLC |
New York, NY |
Q4 2020
|
184
|
$410 M
|
| MATAURO, LLC |
New York, NY |
Q1 2026
|
145
|
$690 M
|
| MATHER GROUP, LLC. |
Chicago, IL |
Q1 2026
|
1,905
|
$10 B
|
| Mathes Company, Inc. |
New York, NY |
Q1 2026
|
126
|
$270 M
|
| Matisse Capital |
Portland, OR |
Q1 2026
|
190
|
$230 M
|
| MATLINPATTERSON GLOBAL ADVISERS LLC |
New York, NY |
Q3 2019
|
1
|
$0
|
| MATRIX ASSET ADVISORS INC/NY |
White Plains, NY |
Q1 2026
|
105
|
$1.1 B
|
| Matrix Capital Management Company, LP |
Portsmouth, NH |
Q1 2026
|
1
|
$46 M
|
| Matrix China Management III, L.P. |
Grand Cayman, Cayman Islands |
Q3 2022
|
2
|
$39 M
|
| Matrix China Management IV, L.P. |
Grand Cayman, Cayman Islands |
Q3 2023
|
1
|
$64 M
|
| MATRIX IX MANAGEMENT CO. LLC |
Cambridge, MA |
Q3 2022
|
1
|
$59 M
|
| MATRIX PRIVATE CAPITAL GROUP LLC |
New York, NY |
Q1 2026
|
141
|
$210 M
|
| Matrix Trust Co |
Denver, CO |
Q1 2026
|
178
|
$600 M
|
| Matrix VIII US Management Co. LLC |
Cambridge, MA |
Q3 2020
|
2
|
$6.1 M
|
| Matrix VII Management Co LLC |
Cambridge, MA |
Q4 2014
|
1
|
$45 M
|
| MATRIX X MANAGEMENT CO., L.L.C. |
Cambridge, MA |
Q3 2023
|
1
|
$0
|
| Matson Money. Inc. |
Mason, OH |
Q1 2026
|
9
|
$3.3 B
|
| Matterhorn Capital Management, LLC |
San Antonio, TX |
Q3 2016
|
54
|
$150 M
|
| MATTERN CAPITAL MANAGEMENT, LLC |
Lakewood, CO |
Q1 2026
|
170
|
$830 M
|
| Mattern Wealth Management LLC |
Lawrence, KS |
Q1 2026
|
158
|
$510 M
|
| MATTERS CAPITAL LLC |
Miami, FL |
Q1 2026
|
64
|
$110 M
|
| Matthew 25 Management Corp |
Ambler, PA |
Q1 2026
|
20
|
$300 M
|
| Matthew Goff Investment Advisor, LLC |
Houston, TX |
Q1 2026
|
107
|
$600 M
|
| MATTHEWS INTERNATIONAL CAPITAL MANAGEMENT LLC |
San Francisco, CA |
Q1 2026
|
37
|
$250 M
|
| Mattson Financial Services, LLC |
Kentwood, MI |
Q1 2026
|
232
|
$420 M
|
| Maven Securities LTD |
St Helier, Jersey |
Q1 2026
|
424
|
$5.2 B
|
| Maven Ventures Partners II, LLC |
Palo Alto, CA |
Q3 2023
|
1
|
$960 k
|
| MAVERICK CAPITAL LTD |
Dallas, TX |
Q1 2026
|
241
|
$8.7 B
|
| Maveron General Partner III LLC |
Seattle, WA |
Q3 2018
|
1
|
$47 M
|
| Maveron General Partner IV LLC |
Seattle, WA |
Q3 2022
|
1
|
$0
|
| Maveron General Partner V, LLC |
Seattle, WA |
Q3 2023
|
1
|
$0
|
| Mawer Investment Management Ltd. |
Calgary, Alberta |
Q1 2026
|
126
|
$15 B
|
| Maxele Advisors, LLC |
Webster Groves, MO |
Q4 2025
|
100
|
$120 M
|
| Maxi Investments CY Ltd |
Limassol, Cyprus |
Q1 2026
|
83
|
$460 M
|
| Maxim Capital Management LLC |
San Francisco, CA |
Q2 2020
|
39
|
$110 M
|
| Maxwell Wealth Strategies Inc. |
Pleasanton, CA |
Q4 2024
|
110
|
$240 M
|
| Mayar Capital Ltd. |
London, United Kingdom |
Q1 2026
|
16
|
$84 M
|
| May Barnhard Investments LLC |
Bethesda, MD |
Q1 2026
|
84
|
$210 M
|
| Mayfair Advisory Group, LLC |
Birmingham, AL |
Q1 2026
|
175
|
$290 M
|
| Mayfield Select Management (UGP), Ltd. |
Menlo Park, CA |
Q1 2022
|
1
|
$0
|
| Mayfield XIII Management (UGP), Ltd., a Cayman Islands Exempted Co. |
Menlo Park, CA |
Q1 2022
|
1
|
$40 M
|
| Mayfield XII Management, L.L.C. |
Menlo Park, CA |
Q3 2015
|
1
|
$32 M
|
| Mayfield XIV Management (UGP), Ltd. |
Menlo Park, CA |
Q1 2022
|
1
|
$0
|
| Mayflower Financial Advisors, LLC |
Boston, MA |
Q1 2026
|
444
|
$820 M
|
| May Hill Capital, LLC |
Cohasset, MA |
Q1 2026
|
223
|
$400 M
|
| Mayo Clinic |
Rochester, MN |
Q3 2024
|
3
|
$2.9 M
|
| MAYPORT, LLC |
Newton, MA |
Q1 2026
|
130
|
$540 M
|
| MayTech Global Investments, LLC |
New York, NY |
Q1 2026
|
23
|
$820 M
|
| Maytree Asset Management Ltd |
Hong Kong |
Q1 2026
|
20
|
$140 M
|
| Maytus Capital Management, LLC |
New York, NY |
Q1 2026
|
62
|
$560 M
|
| MAZAMA CAPITAL MANAGEMENT INC |
Portland, OR |
Q2 2016
|
1
|
$0
|
| MBA Advisors LLC |
Hermitage, PA |
Q1 2026
|
146
|
$260 M
|
| MBB PUBLIC MARKETS I LLC |
Chicago, IL |
Q1 2026
|
25
|
$840 M
|
| MBE Wealth Management, LLC |
Tomah, WI |
Q1 2026
|
141
|
$240 M
|
| MB Generational Wealth, LLC |
Spokane, WA |
Q1 2026
|
66
|
$180 M
|
| MB, LEVIS & ASSOCIATES, LLC |
Center Valley, PA |
Q1 2026
|
234
|
$240 M
|
| MBL Wealth, LLC |
Charlotte, NC |
Q1 2026
|
376
|
$1.3 B
|
| MBM WEALTH CONSULTANTS, LLC |
Chesterfield, MO |
Q1 2026
|
387
|
$440 M
|
| McAdam, LLC |
Philadelphia, PA |
Q1 2026
|
449
|
$2.2 B
|
| McAdams Wright Ragen, Inc. |
Seattle, WA |
Q3 2014
|
422
|
$1.8 B
|
| McAlister, Sweet & Associates, Inc. |
Houston, TX |
Q1 2026
|
32
|
$160 M
|
| McAlvany Wealth Management LLC |
Durango, CO |
Q1 2026
|
41
|
$150 M
|
| McBroom & Associates, LLC |
Las Vegas, NV |
Q1 2026
|
36
|
$180 M
|
| MCCARTER PRIVATE WEALTH SERVICES LLC |
Boston, MA |
Q1 2026
|
284
|
$230 M
|
| McCarthy Asset Management, Inc. |
Redwood Shores, CA |
Q4 2025
|
27
|
$190 M
|
| McCarthy Capital Corp |
Omaha, NE |
Q3 2015
|
1
|
$69 M
|
| McCarthy & Cox |
Marysville, OH |
Q4 2025
|
18
|
$8.3 M
|
| McCartney Wealth Management LLC |
Clayton, MO |
Q1 2026
|
65
|
$120 M
|
| MCCLAIN VALUE MANAGEMENT LLC |
New Canaan, CT |
Q2 2020
|
21
|
$51 M
|
| McClarren Financial Advisors, Inc. |
State College, PA |
Q1 2026
|
79
|
$170 M
|
| McCollum Christoferson Group LLC |
Amherst, NY |
Q1 2026
|
77
|
$330 M
|
| McCutchen Group LLC |
Seattle, WA |
Q3 2022
|
22
|
$460 M
|
| MCDANIEL TERRY & CO |
Austin, TX |
Q1 2026
|
81
|
$1.2 B
|
| MCDONALD CAPITAL INVESTORS INC/CA |
Orinda, CA |
Q1 2026
|
21
|
$1.5 B
|
| MCDONALD PARTNERS LLC |
Cleveland, OH |
Q1 2026
|
208
|
$420 M
|
| McDonough Capital Management, Inc |
Orlando, FL |
Q1 2026
|
50
|
$180 M
|
| McElhenny Sheffield Capital Management, LLC |
Dallas, TX |
Q1 2026
|
95
|
$400 M
|
| MCF Advisors LLC |
Lexington, KY |
Q1 2026
|
1,341
|
$2.3 B
|
| McGinn Penninger Investment Management, Inc. |
Alexandria, VA |
Q1 2026
|
34
|
$150 M
|
| MCGLINN CAPITAL MANAGEMENT INC |
Wyomissing, PA |
Q3 2015
|
53
|
$33 M
|
| McGlone Suttner Wealth Management, Inc. |
Appleton, WI |
Q1 2026
|
189
|
$760 M
|
| McGowan Group Asset Management, Inc. |
Dallas, TX |
Q1 2026
|
154
|
$790 M
|
| McGrath & Associates, Inc. |
Asheville, NC |
Q1 2026
|
41
|
$68 M
|
| MCGUIRE CAPITAL ADVISORS INC |
Bethany, OK |
Q1 2026
|
868
|
$160 M
|
| McGuire Investment Group, LLC |
Wakefield, RI |
Q1 2026
|
121
|
$890 M
|
| McHugh Group, LLC |
Bratenahl, OH |
Q1 2026
|
82
|
$170 M
|
| McIlrath & Eck, LLC |
Arlington, WA |
Q1 2026
|
1,645
|
$1.3 B
|
| MCINTYRE FREEDMAN & FLYNN INVESTMENT ADVISERS INC |
Orleans, MA |
Q1 2026
|
81
|
$180 M
|
| McKinley Alaska Private Investment, LLC |
Anchorage, AK |
Q1 2024
|
1
|
$150 k
|
| MCKINLEY CAPITAL MANAGEMENT LLC |
Anchorage, AK |
Q2 2024
|
115
|
$570 M
|
| McKinley Carter Wealth Services, Inc. |
Wheeling, WV |
Q1 2026
|
307
|
$1.7 B
|
| McKinney Capital Management, LLC |
Houston, TX |
Q1 2026
|
46
|
$120 M
|
| McLaughlin Asset Management, Inc. |
Danville, IL |
Q1 2026
|
91
|
$100 M
|
| McLean Asset Management Corp |
Tysons, VA |
Q1 2026
|
165
|
$570 M
|
| McMillan Office, Inc. |
St. Clair Shores, MI |
Q1 2026
|
500
|
$780 M
|
| MCMILLION CAPITAL MANAGEMENT INC |
Greensboro, NC |
Q2 2023
|
196
|
$110 M
|
| McMill Wealth Management |
Norfolk, NE |
Q1 2026
|
59
|
$380 M
|
| MCMORGAN & CO LLC |
San Francisco, CA |
Q1 2026
|
40
|
$620 M
|
| McNamara Financial Services, Inc. |
Marshfield, MA |
Q1 2026
|
99
|
$530 M
|
| McNaughton Wealth Management, LLC |
San Diego, CA |
Q1 2026
|
70
|
$240 M
|
| McQueen, Ball & Associates Inc. |
Bethlehem, PA |
Q4 2018
|
113
|
$160 M
|
| MCRAE CAPITAL MANAGEMENT INC |
Morristown, NJ |
Q1 2026
|
106
|
$480 M
|
| MDE Group |
Morristown, NJ |
Q1 2015
|
58
|
$390 M
|
| MD Financial Management Inc. |
Ottawa, Ontario, Canada |
Q4 2021
|
303
|
$4.1 B
|
| MDP Global Investors II Ltd |
Chicago, IL |
Q1 2017
|
1
|
$420 M
|
| M.D. Sass, LLC |
New York, NY |
Q1 2026
|
36
|
$1.3 B
|
| MDV Management Company, L.L.C. |
Menlo Park, CA |
Q4 2014
|
5
|
$300 M
|
| Meadowbrook Advisors Group, LLC |
Bedminster, NJ |
Q1 2026
|
136
|
$170 M
|
| MeadowBrook Investment Advisors LLC |
Livonia, MI |
Q1 2026
|
186
|
$110 M
|
| Meadowbrook Wealth Management, LLC |
Garden City, NY |
Q1 2026
|
65
|
$75 M
|
| Meadow Creek Investment Management LLC |
Atlanta, GA |
Q3 2019
|
1,363
|
$5.1 B
|
| Meadow Creek Wealth Advisors LLC |
Atlanta, GA |
Q1 2026
|
135
|
$150 M
|
| MEAG MUNICH ERGO AssetManagement GmbH |
Munich, Germany |
Q4 2021
|
2
|
$160 k
|
| MEAG MUNICH ERGO, Kapitalanlagegesellschaft mbH |
Munich, Germany |
Q2 2025
|
197
|
$3.5 B
|
| M.E. ALLISON & CO., INC. |
San Antonio, TX |
Q1 2026
|
193
|
$150 M
|
| MEANS INVESTMENT CO., INC. |
Bangor, ME |
Q1 2026
|
215
|
$1.1 B
|
| Measured Risk Portfolios, Inc. |
San Diego, CA |
Q1 2026
|
68
|
$91 M
|
| Measured Wealth Private Client Group, LLC |
Portsmouth, NH |
Q1 2026
|
726
|
$370 M
|
| Mechanics Bank Trust Department |
Walnut Creek, CA |
Q1 2026
|
354
|
$720 M
|
| Mechanics Financial Corp |
Mansfield, OH |
Q1 2026
|
232
|
$240 M
|
| Medallion Wealth Advisors, LLC |
Farmington, CT |
Q1 2026
|
12,534
|
$310 M
|
| MEDIATEL PARTNERS |
Fort Worth, TX |
Q1 2026
|
2
|
$33 M
|
| MEDICI CAPITAL LLC |
Newport Beach, CA |
Q1 2026
|
11
|
$81 M
|
| Medicxi Ventures Management (Jersey) Ltd |
St. Helier, Jersey |
Q1 2026
|
4
|
$980 M
|
| Medina Value Partners, LLC |
Los Angeles, CA |
Q1 2026
|
30
|
$480 M
|
| Mediolanum International Funds Ltd |
Dublin 1, Ireland |
Q1 2026
|
431
|
$9.4 B
|
| Meditor Group Ltd |
Hamilton, Bermuda |
Q3 2024
|
4
|
$48 M
|
| Meeder Advisory Services, Inc. |
Dublin, OH |
Q1 2026
|
690
|
$2.4 B
|
| MEEDER ASSET MANAGEMENT INC |
Dublin, OH |
Q1 2026
|
2,186
|
$1.7 B
|
| Meghalaya Partners, L.P. |
Greenwich, CT |
Q3 2019
|
19
|
$29 M
|
| Meiji Yasuda America Inc |
New York, NY |
Q1 2026
|
57
|
$400 M
|
| Meiji Yasuda Asset Management Co Ltd. |
Tokyo, Japan |
Q1 2026
|
548
|
$2.0 B
|
| Meiji Yasuda Life Insurance Co |
Tokyo, Japan |
Q1 2026
|
224
|
$2.9 B
|
| MEITAV INVESTMENT HOUSE LTD |
Bene Beraq, Israel |
Q1 2026
|
232
|
$9.1 B
|
| Meixler Investment Management, Ltd. |
Show Low, AZ |
Q1 2026
|
93
|
$190 M
|
| Meketa Capital, LLC |
Westwood, MA |
Q4 2024
|
1
|
$0
|
| MEKETA INVESTMENT GROUP INC /ADV |
Westwood, MA |
Q4 2025
|
28
|
$30 M
|
| MELFA WEALTH MANAGEMENT, INC. |
Westborough, MA |
Q1 2026
|
195
|
$170 M
|
| Melia Wealth LLC |
Tulsa, OK |
Q1 2026
|
22
|
$210 M
|
| Melone Private Wealth, LLC |
Auburn Hills, MI |
Q1 2026
|
60
|
$240 M
|
| Melqart Asset Management (UK) Ltd |
London, United Kingdom |
Q1 2026
|
41
|
$1.0 B
|
| Melvin Capital Management LP |
New York, NY |
Q3 2023
|
1
|
$0
|
| Members Advisory Group LLC |
Williamsville, NY |
Q1 2026
|
36
|
$290 M
|
| MEMBERS CAPITAL ADVISORS INC |
Madison, WI |
Q3 2025
|
6
|
$87 M
|
| Members Trust Co |
Tampa, FL |
Q1 2026
|
259
|
$3.0 B
|
| MEMBERS WEALTH LLC |
Media, PA |
Q1 2026
|
113
|
$170 M
|
| Memorial Sloan Kettering Cancer Center |
New York, NY |
Q3 2023
|
3
|
$25 M
|
| Menard Financial Group LLC |
Houston, TX |
Q1 2026
|
82
|
$140 M
|
| Mendel Capital Management LLC |
Little Rock, AR |
Q1 2026
|
102
|
$200 M
|
| Mendel Money Management |
Northbrook, IL |
Q1 2026
|
137
|
$240 M
|
| MENDON CAPITAL ADVISORS CORP |
Key Largo, FL |
Q1 2026
|
100
|
$260 M
|
| Mendota Financial Group, LLC |
Madison, WI |
Q1 2026
|
32
|
$130 M
|
| Mengis Capital Management, Inc. |
Portland, OR |
Q1 2026
|
212
|
$580 M
|
| MENLO ADVISORS LLC |
Menlo Park, CA |
Q2 2025
|
29
|
$190 M
|
| Menlo Ventures Management, L.P. |
Menlo Park, CA |
Q1 2026
|
3
|
$330 M
|
| MENORA MIVTACHIM HOLDINGS LTD. |
Ramat Gan, Israel |
Q1 2026
|
157
|
$21 B
|
| Menta Capital LLC |
San Francisco, CA |
Q2 2019
|
470
|
$240 M
|
| Meramec Financial Planners, LLC |
Saint Louis, MO |
Q1 2026
|
551
|
$250 M
|
| Mercato Management Legacy, LLC |
Cottonwood Heights, UT |
Q1 2026
|
1
|
$54 M
|
| MERCATO PARTNERS GROWTH III GP, LLC |
Cottonwood Heights, UT |
Q4 2025
|
1
|
$110 M
|
| MERCATOR ASSET MANAGEMENT L P |
Boca Raton, FL |
Q3 2015
|
1
|
$28 M
|
| Mercator Fund (Cayman Master) LP |
New York, NY |
Q4 2019
|
15
|
$130 M
|
| Mercer Capital Advisers, Inc. |
Little Silver, NJ |
Q3 2021
|
149
|
$190 M
|
| MERCER GLOBAL ADVISORS INC /ADV |
Denver, CO |
Q1 2026
|
3,217
|
$68 B
|
| Mercer Investments LLC |
Boston, MA |
Q1 2024
|
9
|
$63 M
|
| Merchants' Gate Capital LP |
New York, NY |
Q4 2014
|
1
|
$0
|
| Merck & Co., Inc. |
Rahway, NJ |
Q1 2026
|
14
|
$350 M
|
| Mercuria Capital Strategies, LLC |
Houston, TX |
Q1 2026
|
31
|
$260 M
|
| Meredith Wealth Planning |
Maryville, IL |
Q1 2026
|
70
|
$370 M
|
| Merewether Investment Management, LP |
Dallas, TX |
Q1 2026
|
79
|
$5.2 B
|
| MERIAN GLOBAL INVESTORS (UK) Ltd |
London, United Kingdom |
Q2 2020
|
384
|
$6.3 B
|
| Meridian Financial Advisors, LLC |
Holliston, MA |
Q1 2026
|
141
|
$180 M
|
| Meridian Financial Partners LLC |
Warrenton, VA |
Q1 2026
|
121
|
$260 M
|
| MERIDIAN INVESTMENT COUNSEL INC. |
Lafayette, CA |
Q1 2026
|
237
|
$420 M
|
| MERIDIAN MANAGEMENT CO |
Little Rock, AR |
Q1 2026
|
101
|
$400 M
|
| Meridian Wealth Advisors, LLC |
Austin, TX |
Q1 2026
|
202
|
$760 M
|
| Meridian Wealth Management, LLC |
Lexington, KY |
Q1 2026
|
782
|
$2.8 B
|
| Meridian Wealth Partners, LLC |
Exton, PA |
Q1 2026
|
118
|
$730 M
|
| Meridiem Capital Partners LP |
Dallas, TX |
Q1 2026
|
64
|
$1.5 B
|
| Merion Investment Management LP |
Bay Harbor Islands, FL |
Q4 2017
|
1
|
$1.3 M
|
| Meristem Family Wealth, LLC |
Minnetonka, MN |
Q3 2022
|
1
|
$0
|
| Meritage Group LP |
San Francisco, CA |
Q1 2026
|
13
|
$2.7 B
|
| MERITAGE PORTFOLIO MANAGEMENT |
Overland Park, KS |
Q4 2025
|
323
|
$1.5 B
|
| Meritas Wealth Management, LLC |
San Rafael, CA |
Q1 2026
|
60
|
$220 M
|
| Meritech Capital Associates III L.L.C. |
Palo Alto, CA |
Q3 2019
|
1
|
$0
|
| Meritech Capital Associates II L.L.C. |
Palo Alto, CA |
Q3 2019
|
1
|
$0
|
| Meritech Capital Associates IV L.L.C. |
Palo Alto, CA |
Q3 2022
|
2
|
$52 M
|
| Meritech Capital Associates VI L.L.C. |
Palo Alto, CA |
Q3 2023
|
2
|
$45 M
|
| Meritech Capital Associates V L.L.C. |
Palo Alto, CA |
Q1 2026
|
2
|
$140 M
|
| Merited Wealth, LLC |
North Bay Village, FL |
Q1 2026
|
79
|
$120 M
|
| Merit Financial Group, LLC |
Alpharetta, GA |
Q1 2026
|
7,348
|
$13 B
|
| Merit Investment Management, LLC |
Wilmington, DE |
Q4 2013
|
34
|
$87 M
|
| Meriwether Wealth & Planning, LLC |
Minden, LA |
Q1 2026
|
126
|
$180 M
|
| Merk Investments LLC |
Palo Alto, CA |
Q1 2026
|
11
|
$370 M
|
| Merkkuri Wealth Advisors LLC |
Hicksville, NY |
Q1 2026
|
399
|
$150 M
|
| Merlin Capital, Inc |
Newport, RI |
Q1 2024
|
52
|
$34 M
|
| Meros Investment Management, LP |
Dallas, TX |
Q1 2026
|
52
|
$230 M
|
| Merriman Wealth Management, LLC |
Seattle, WA |
Q4 2024
|
211
|
$2.4 B
|
| Merrion Investment Management Co, LLC |
Cranford, NJ |
Q1 2026
|
109
|
$190 M
|
| Merrithew & Thorsten Inc |
San Diego, CA |
Q1 2026
|
122
|
$110 M
|
| Meru Capital Group, LP |
New York, NY |
Q3 2020
|
14
|
$31 M
|
| MESIROW FINANCIAL INVESTMENT MANAGEMENT - Fixed Income |
Chicago, IL |
Q4 2024
|
14
|
$98 M
|
| Mesirow Financial Investment Management, Inc. |
Chicago, IL |
Q1 2026
|
517
|
$6.2 B
|
| Mesirow Institutional Investment Management, Inc. |
Chicago, IL |
Q4 2024
|
131
|
$1.3 B
|
| MESSNER & SMITH THEME VALUE INVESTMENT MANAGEMENT LTD /CA/ |
San Diego, CA |
Q1 2018
|
115
|
$60 M
|
| Metalmark Capital LLC |
New York, NY |
Q3 2014
|
2
|
$4.1 M
|
| Metalmark Management II LLC |
New York, NY |
Q1 2017
|
1
|
$47 M
|
| Metatron Capital SICAV plc |
Mriehel, Malta |
Q4 2021
|
111
|
$110 M
|
| Metavasi Capital LP |
Larchmont, NY |
Q1 2026
|
21
|
$280 M
|
| METEORA CAPITAL, LLC |
Boca Raton, FL |
Q1 2026
|
384
|
$1.4 B
|
| Metis Global Partners, LLC |
San Diego, CA |
Q1 2026
|
724
|
$4.1 B
|
| MetLife Inc |
New York, NY |
Q1 2026
|
6
|
$12 M
|
| MetLife Investment Management, LLC |
Whippany, NJ |
Q1 2026
|
2,765
|
$20 B
|
| Metropolis Capital Ltd |
Amersham, United Kingdom |
Q1 2026
|
16
|
$3.0 B
|
| METROPOLITAN CAPITAL ADVISORS INC |
New York, NY |
Q4 2015
|
29
|
$50 M
|
| Metropolitan Life Insurance Co/NY |
New York, NY |
Q1 2026
|
11
|
$330 M
|
| MEYER HANDELMAN CO |
Rye Brook, NY |
Q1 2026
|
270
|
$3.2 B
|
| Mezzasalma Advisors, LLC |
Tinton Falls, NJ |
Q1 2026
|
155
|
$390 M
|
| MFA WEALTH ADVISORS, LLC |
Pittsburgh, PA |
Q1 2026
|
88
|
$510 M
|
| MFA Wealth Services |
Thousand Oaks, CA |
Q1 2026
|
123
|
$150 M
|
| MFF Capital Investments Ltd |
Sydney, Australia |
Q1 2026
|
19
|
$1.5 B
|
| MFG WEALTH MANAGEMENT, INC. |
Indianapolis, IN |
Q1 2026
|
61
|
$120 M
|
| M Financial Asset Management, Inc. |
Portland, OR |
Q4 2024
|
9
|
$21 M
|
| MFN Partners Management, LP |
Boston, MA |
Q1 2026
|
10
|
$4.8 B
|
| MGB Wealth Management, LLC |
Addison, TX |
Q4 2025
|
308
|
$350 M
|
| MGG Investment Group LP |
New York, NY |
Q3 2024
|
1
|
$1.4 M
|
| M&G INVESTMENT MANAGEMENT LTD |
London, United Kingdom |
Q4 2023
|
341
|
$28 B
|
| M&G Investments (USA) Inc. |
Chicago, IL |
Q4 2023
|
43
|
$100 M
|
| MGO ONE SEVEN LLC |
Beachwood, OH |
Q1 2026
|
1,399
|
$5.0 B
|
| M&G PLC |
London, United Kingdom |
Q1 2026
|
424
|
$19 B
|
| MH & ASSOCIATES SECURITIES MANAGEMENT CORP /ADV |
Carlsbad, CA |
Q1 2026
|
98
|
$110 M
|
| MHI Funds, LLC |
Woodstock, NY |
Q1 2020
|
35
|
$35 M
|
| M Holdings Securities, Inc. |
Portland, OR |
Q1 2026
|
289
|
$1.5 B
|
| MHR FUND MANAGEMENT LLC |
New York, NY |
Q1 2026
|
10
|
$1.4 B
|
| MIAMI CORP |
Chicago, IL |
Q4 2020
|
1
|
$0
|
| Miami Corp Management, LLC |
Chicago, IL |
Q4 2022
|
1
|
$0
|
| Micawber Capital, LLC |
Seattle, WA |
Q3 2017
|
31
|
$63 M
|
| MIC Capital Management UK LLP |
London, United Kingdom |
Q1 2026
|
18
|
$350 M
|
| MIC CAPITAL PARTNERS (PUBLIC) (US) IM, LLC |
Al Maryah Island Abu Dhabi, United Arab Emirates |
Q4 2022
|
1
|
$0
|
| Michael A. Dubis Financial Planning, LLC |
Middleton, WI |
Q1 2025
|
45
|
$100 M
|
| Michael Brady & Co., LLC |
Westlake, OH |
Q1 2026
|
54
|
$100 M
|
| Michael & Susan Dell Foundation |
New York, NY |
Q1 2026
|
8
|
$2.8 B
|
| Michels Family Financial, LLC |
Fort Worth, TX |
Q1 2026
|
139
|
$140 M
|
| Michelson Medical Research Foundation, Inc. |
Los Angeles, CA |
Q1 2026
|
21
|
$99 M
|
| Mid-American Wealth Advisory Group, Inc. |
Kansas City, MO |
Q1 2026
|
55
|
$240 M
|
| MIDAS MANAGEMENT CORP |
New York, NY |
Q2 2019
|
161
|
$230 M
|
| MidAtlantic Capital Management, Inc. |
Richmond, VA |
Q1 2026
|
84
|
$140 M
|
| MID ATLANTIC FINANCIAL MANAGEMENT INC/ADV |
Pittsburgh, PA |
Q3 2021
|
913
|
$1.5 B
|
| MID CONTINENT CAPITAL LLC/IL |
Chicago, IL |
Q3 2015
|
413
|
$1.5 B
|
| MIDDLETON & CO INC/MA |
Boston, MA |
Q1 2026
|
164
|
$880 M
|
| MidFirst Bank |
Denver, CO |
Q1 2026
|
926
|
$1.2 B
|
| MIDLAND WEALTH ADVISORS, LLC |
Effingham, IL |
Q1 2026
|
160
|
$1.9 B
|
| Midway Capital Research & Management |
Chicago, IL |
Q1 2026
|
117
|
$110 M
|
| Midwest Capital Advisors, LLC |
Grand Rapids, MI |
Q1 2026
|
199
|
$210 M
|
| Midwestern Financial, LLC /IA |
Iowa City, IA |
Q1 2026
|
54
|
$130 M
|
| Midwest Financial Group LLC |
Overland Park, KS |
Q1 2026
|
126
|
$230 M
|
| Midwest Financial Partners Investments, Inc. |
St. Cloud, MN |
Q1 2026
|
76
|
$190 M
|
| Midwest Heritage Bank, FSB |
West Des Moines, IA |
Q1 2026
|
51
|
$310 M
|
| MIDWEST INVESTMENT MANAGEMENT LLC |
Cleveland, OH |
Q3 2017
|
55
|
$120 M
|
| MIdWestOne Financial Group, Inc. |
Iowa City, IA |
Q4 2025
|
390
|
$900 M
|
| Midwest Professional Planners, LTD. |
Wausau, WI |
Q1 2026
|
137
|
$420 M
|
| Midwest Trust Co |
Overland Park, KS |
Q1 2026
|
593
|
$8.0 B
|
| Midwest Wealth Management Inc. |
Indianapolis, IN |
Q1 2022
|
102
|
$160 M
|
| MIG Capital, LLC |
Newport Beach, CA |
Q4 2025
|
43
|
$590 M
|
| Migdal Insurance & Financial Holdings Ltd. |
Petach Tikva, Israel |
Q1 2026
|
362
|
$12 B
|
| MIK CAPITAL LLC |
New York, NY |
Q4 2017
|
1
|
$0
|
| MIK Capital, LP |
New York, NY |
Q4 2021
|
1
|
$0
|
| MILES CAPITAL, INC. |
West Des Moines, IA |
Q1 2020
|
131
|
$93 M
|
| Milestone Advisory Partners |
Southern Pines, NC |
Q3 2023
|
70
|
$120 M
|
| Milestone Asset Management Group, LLC |
Avon, CT |
Q1 2026
|
126
|
$170 M
|
| MILESTONE ASSET MANAGEMENT, LLC |
Pittsburgh, PA |
Q1 2026
|
291
|
$540 M
|
| Milestone Investment Advisors LLC |
Middleton, WI |
Q1 2026
|
139
|
$410 M
|
| Milestone Resources Group Ltd |
Difc, United Arab Emirates |
Q1 2026
|
9
|
$1.6 B
|
| Milestones Administradora de Recursos Ltda. |
Jaragua Do Sul, Brazil |
Q1 2026
|
17
|
$380 M
|
| Milestones Private Investment Advisors LLC |
Fairport, NY |
Q1 2026
|
78
|
$110 M
|
| MILESTONE WEALTH, LLC |
Buffalo, NY |
Q3 2022
|
1,859
|
$90 M
|
| MILFAM LLC |
Stuart, FL |
Q1 2026
|
8
|
$100 M
|
| MILFORD FUNDS LTD |
Auckland, New Zealand |
Q1 2026
|
75
|
$4.8 B
|
| Militia Capital Management LLC |
Austin, TX |
Q1 2026
|
257
|
$440 M
|
| Militia Capital Partners, LP |
Las Vegas, NV |
Q4 2025
|
198
|
$260 M
|
| MILLBANK DARTMOOR PORTSMOUTH LLC |
Asheville, NC |
Q1 2026
|
2
|
$150 M
|
| Millburn Ridgefield LLC /DE/ |
New York, NY |
Q1 2026
|
39
|
$4.6 B
|
| Mill Capital Management, LLC |
Concord, NC |
Q1 2026
|
130
|
$1.3 B
|
| Mill Creek Capital Advisors, LLC |
Conshohocken, PA |
Q1 2026
|
260
|
$4.9 B
|
| Millennium Capital Advisors, LLC |
Little Rock, AR |
Q1 2026
|
133
|
$160 M
|
| MILLENNIUM MANAGEMENT LLC |
New York, NY |
Q1 2026
|
5,624
|
$240 B
|
| Millennium TVP Management Co., LLC |
New York, NY |
Q4 2021
|
6
|
$93 M
|
| Miller Capital Partners, Inc. |
Troy, MI |
Q1 2026
|
262
|
$210 M
|
| Miller Financial Services LLC |
Marshall, MI |
Q1 2026
|
125
|
$91 M
|
| Miller Global Investments, LLC |
Dallas, TX |
Q1 2026
|
279
|
$110 M
|
| MILLER GREEN FINANCIAL SERVICES INC /ADV |
Spring, TX |
Q4 2018
|
4
|
$18 M
|
| MILLER HOWARD INVESTMENTS INC /NY |
Kingston, NY |
Q1 2026
|
138
|
$3.7 B
|
| Miller Investment Management, LP |
West Conshohocken, PA |
Q1 2026
|
86
|
$1.0 B
|
| Miller Value Partners, LLC |
Sarasota, FL |
Q1 2026
|
55
|
$380 M
|
| MILLER WEALTH ADVISORS, LLC |
Ouray, CO |
Q1 2026
|
117
|
$260 M
|
| MILLIE CAPITAL MANAGEMENT, LLC |
Walnut Creek, CA |
Q4 2017
|
73
|
$120 M
|
| Milliman Financial Risk Management LLC |
Chicago, IL |
Q3 2022
|
9
|
$6.4 B
|
| Millington Financial Advisors, LLC |
Naperville, IL |
Q1 2026
|
119
|
$240 M
|
| Millrace Asset Group, Inc. |
Berwyn, PA |
Q3 2024
|
70
|
$98 M
|
| Mill Road Capital Management LLC |
Greenwich, CT |
Q1 2026
|
25
|
$190 M
|
| Millstone Evans Group, LLC |
Boulder, CO |
Q1 2026
|
856
|
$170 M
|
| Millstreet Capital Management LLC |
Boston, MA |
Q1 2026
|
2
|
$420 M
|
| Mills Wealth Advisors LLC |
Southlake, TX |
Q1 2026
|
80
|
$290 M
|
| MilWealth Group LLC |
Milwaukee, WI |
Q1 2026
|
81
|
$420 M
|
| MINDSET WEALTH MANAGEMENT, LLC |
Indianapolis, IN |
Q1 2026
|
176
|
$370 M
|
| Mine & Arao Wealth Creation & Management, LLC. |
Campbell, CA |
Q1 2026
|
75
|
$240 M
|
| Minerva Advisors LLC |
Bala Cynwyd, PA |
Q1 2026
|
92
|
$150 M
|
| MinichMacGregor Wealth Management, LLC |
Saratoga Springs, NY |
Q1 2026
|
136
|
$570 M
|
| Mink Brook Asset Management LLC |
West Palm Beach, FL |
Q1 2026
|
54
|
$180 M
|
| Minneapolis Portfolio Management Group, LLC |
Wayzata, MN |
Q1 2026
|
33
|
$940 M
|
| MINOT CAPITAL, LP |
Broomfield, CO |
Q3 2024
|
6
|
$350 M
|
| Minot DeBlois Advisors LLC |
Boston, MA |
Q1 2026
|
226
|
$110 M
|
| Minot Wealth Management LLC |
Westwood, MA |
Q2 2022
|
185
|
$390 M
|
| Mint Tower Capital Management B.V. |
Amsterdam, Netherlands |
Q1 2026
|
338
|
$1.1 B
|
| MIO PARTNERS, INC. |
New York, NY |
Q1 2026
|
6
|
$340 M
|
| Mirabaud Asset Management (France) SAS |
Paris, France |
Q1 2026
|
13
|
$200 M
|
| Mirabaud Asset Management Ltd |
London, United Kingdom |
Q1 2026
|
32
|
$120 M
|
| Mirabaud & Cie SA |
Geneva, Switzerland |
Q1 2026
|
54
|
$250 M
|
| MIRABELLA FINANCIAL SERVICES LLP |
London, United Kingdom |
Q1 2026
|
889
|
$1.1 B
|
| Mirador Capital Partners LP |
Pleasanton, CA |
Q1 2026
|
205
|
$710 M
|
| MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. |
Causeway Bay, Hong Kong |
Q1 2026
|
4,399
|
$74 B
|
| Mirae Asset Global Investments Co., Ltd. |
Seoul, South Korea |
Q1 2026
|
2,356
|
$300 B
|
| MIRAE ASSET SECURITIES (USA) INC. |
New York, NY |
Q1 2026
|
153
|
$2.7 B
|
| Miramar Capital, LLC |
Northbrook, IL |
Q1 2026
|
56
|
$450 M
|
| Miramar Fiduciary Corp |
Reno, NV |
Q1 2026
|
5
|
$120 M
|
| MIRIA Asset Management Ltd |
St.Julians, Malta |
Q3 2024
|
11
|
$50 M
|
| MIROVA |
Paris, France |
Q1 2026
|
179
|
$2.5 B
|
| Mirova US LLC |
Boston, MA |
Q1 2026
|
42
|
$8.8 B
|
| MIRSKY FINANCIAL MANAGEMENT CORP. |
Rochester, NY |
Q4 2021
|
54
|
$240 M
|
| MISHPACHA HOLDINGS CORP |
Rio De Janeiro, Brazil |
Q1 2026
|
3
|
$120 M
|
| Mission Creek Capital Partners, Inc. |
San Francisco, CA |
Q1 2026
|
219
|
$500 M
|
| Mission Financial Group, LLC |
Honolulu, HI |
Q1 2025
|
146
|
$110 M
|
| Mission Hills Financial Advisory, LLC |
San Diego, CA |
Q1 2026
|
54
|
$200 M
|
| MISSION WEALTH MANAGEMENT, LP |
Santa Barbara, CA |
Q1 2026
|
728
|
$4.9 B
|
| Missouri Education Pension Trust |
Jefferson City, MO |
Q1 2026
|
2
|
$290 M
|
| Missouri Trust & Investment Co |
Springfield, MO |
Q1 2026
|
411
|
$340 M
|
| MITCHELL CAPITAL MANAGEMENT CO |
Leawood, KS |
Q1 2026
|
113
|
$540 M
|
| MITCHELL GROUP INC |
Houston, TX |
Q1 2019
|
31
|
$94 M
|
| MITCHELL MCLEOD PUGH & WILLIAMS INC |
Mobile, AL |
Q1 2026
|
360
|
$680 M
|
| MITCHELL & PAHL PRIVATE WEALTH, LLC |
Oklahoma City, OK |
Q1 2026
|
145
|
$250 M
|
| MITCHELL SINKLER & STARR/PA |
Philadelphia, PA |
Q1 2026
|
143
|
$220 M
|
| Mithaq Capital SPC |
Al Malqa, Riyadh, Saudi Arabia |
Q1 2026
|
4
|
$170 M
|
| Mithril II GP LP |
Austin, TX |
Q3 2025
|
3
|
$64 M
|
| Mitra Capital LLC |
Boston, MA |
Q3 2017
|
11
|
$10 M
|
| Mitsubishi UFJ Asset Management Co., Ltd. |
Tokyo, Japan |
Q1 2026
|
1,618
|
$150 B
|
| Mitsubishi UFJ Asset Management (UK) Ltd. |
London, United Kingdom |
Q1 2026
|
96
|
$190 M
|
| MITSUBISHI UFJ FINANCIAL GROUP INC |
New York, NY |
Q1 2026
|
1
|
$62 B
|
| Mitsubishi UFJ Morgan Stanley Securities Co., Ltd. |
Tokyo, Japan |
Q1 2026
|
154
|
$41 M
|
| Mitsubishi UFJ Securities Holdings Co., Ltd. |
Tokyo, Japan |
Q3 2020
|
54
|
$69 M
|
| MITSUBISHI UFJ SECURITIES (USA), Inc. |
New York, NY |
Q3 2015
|
1
|
$0
|
| Mitsubishi UFJ Trust & Banking Corp |
Tokyo, Japan |
Q1 2026
|
1,721
|
$41 B
|
| Mitsui Sumitomo Insurance Co Ltd |
Tokyo, Japan |
Q1 2026
|
1
|
$3.9 B
|
| Mittelman Wealth Management |
Andover, MA |
Q1 2026
|
52
|
$160 M
|
| MITTLEMAN INVESTMENT MANAGEMENT, LLC |
Melville, NY |
Q2 2022
|
4
|
$17 M
|
| Miura Global Management, LLC |
New York, NY |
Q1 2026
|
15
|
$44 M
|
| Mivtachim The Workers Social Insurance Fund Ltd. (Under Special Management) |
Tel Aviv, Israel |
Q1 2026
|
85
|
$790 M
|
| Mizuho Asset Management Co.,Ltd. |
Tokyo, Japan |
Q3 2016
|
664
|
$460 M
|
| Mizuho Bank, Ltd. |
Tokyo, Japan |
Q1 2026
|
4
|
$370 M
|
| MIZUHO FINANCIAL GROUP INC |
Chiyoda Ku, Tokyo, Japan |
Q4 2018
|
2
|
$1.2 B
|
| MIZUHO MARKETS AMERICAS LLC |
New York, NY |
Q1 2026
|
190
|
$3.7 B
|
| Mizuho Markets Cayman LP |
New York, NY |
Q1 2026
|
86
|
$1.9 B
|
| Mizuho Securities Co. Ltd. |
Tokyo, Japan |
Q1 2026
|
16
|
$7.7 M
|
| MIZUHO SECURITIES USA LLC |
New York, NY |
Q1 2026
|
689
|
$4.2 B
|
| MIZUHO SECURITIES USA LLC |
New York, NY |
Q1 2025
|
664
|
$4.6 B
|
| Mizuho Trust & Banking Co., Ltd. |
Tokyo, Japan |
Q2 2021
|
1
|
$0
|
| MJP ASSOCIATES INC /ADV |
Farmington, CT |
Q1 2026
|
231
|
$820 M
|
| MJT & Associates Financial Advisory Group, Inc. |
Monteviceo, MN |
Q1 2026
|
442
|
$140 M
|
| MKA Charitable Fund |
San Francisco, CA |
Q1 2026
|
1
|
$220 M
|
| MKD WEALTH COACHES, LLC |
Troy, MI |
Q1 2026
|
28
|
$100 M
|
| MKP Capital Management, L.L.C. |
New York, NY |
Q1 2026
|
19
|
$3.0 B
|
| M. Kraus & Co |
Shelburne, VT |
Q1 2026
|
81
|
$340 M
|
| MKT Advisors LLC |
Carlsbad, CA |
Q1 2026
|
157
|
$300 M
|
| M. Kulyk & Associates, LLC |
Decatur, GA |
Q1 2026
|
119
|
$540 M
|
| M & L Capital Management Ltd |
London, United Kingdom |
Q1 2026
|
19
|
$410 M
|
| MLP3, LLC |
Linwood, NJ |
Q1 2026
|
86
|
$91 M
|
| ML & R WEALTH MANAGEMENT LLC |
Austin, TX |
Q1 2024
|
70
|
$440 M
|
| MMA ASSET MANAGEMENT LLC |
New York, NY |
Q1 2026
|
179
|
$280 M
|
| MMBG INVESTMENT ADVISORS CO. |
Miami, FL |
Q1 2026
|
172
|
$1.1 B
|
| MMCAP International Inc. SPC |
Grand Cayman, Cayman Islands |
Q1 2026
|
244
|
$1.2 B
|
| MM Capital LLC |
New York, NY |
Q3 2021
|
1
|
$0
|
| MML INVESTORS SERVICES, LLC |
Springfield, MA |
Q1 2026
|
2,995
|
$36 B
|
| Mn Services Vermogensbeheer B.V. |
The Hague, Netherlands |
Q1 2026
|
430
|
$15 B
|
| MN Wealth Advisors, LLC |
Overland Park, KS |
Q1 2026
|
124
|
$210 M
|
| Moab Capital Partners LLC |
Short Hills, NJ |
Q3 2021
|
21
|
$41 M
|
| Mobius Capital Management, LLC |
Pleasanton, CA |
Q3 2018
|
25
|
$140 M
|
| Model Capital Management LLC |
Wellesley, MA |
Q1 2022
|
2
|
$420 M
|
| Modera Wealth Management, LLC |
Westwood, NJ |
Q1 2026
|
635
|
$8.3 B
|
| Modern Wealth Management, LLC |
Kansas City, MO |
Q1 2026
|
2,570
|
$5.8 B
|
| Modus Advisors, LLC |
Excelsior, MN |
Q1 2026
|
117
|
$360 M
|
| Moelis Asset Management LP |
New York, NY |
Q2 2023
|
1
|
$5.3 M
|
| Moerus Capital Management LLC |
New York, NY |
Q1 2026
|
15
|
$270 M
|
| MOGY JOEL R INVESTMENT COUNSEL INC |
Beverly Hills, CA |
Q1 2026
|
114
|
$1.6 B
|
| Mohican Financial Management, LLC |
Wilton, CT |
Q2 2021
|
70
|
$260 M
|
| Moisand Fitzgerald Tamayo, LLC |
Orlando, FL |
Q1 2026
|
518
|
$930 M
|
| MOKAN Wealth Management Inc. |
Overland Park, KS |
Q1 2026
|
109
|
$230 M
|
| Mokosak Advisory Group, LLC |
Urbandale, IA |
Q1 2026
|
34
|
$400 M
|
| MOLLER WEALTH PARTNERS |
Northfield, IL |
Q1 2026
|
67
|
$510 M
|
| Moloney Securities Asset Management, LLC |
Manchester, MO |
Q3 2025
|
497
|
$840 M
|
| Momentous Wealth Management, Inc. |
Vancouver, WA |
Q1 2026
|
41
|
$180 M
|
| Moment Partners, LLC |
San Francisco, CA |
Q1 2026
|
113
|
$560 M
|
| Momentum Advisors, LLC |
New York, NY |
Q4 2022
|
83
|
$99 M
|
| Momentum Wealth Planning, LLC |
Estero, FL |
Q1 2026
|
36
|
$110 M
|
| Monaco Asset Management SAM |
Monaco |
Q1 2026
|
66
|
$540 M
|
| Monarch Alternative Capital LP |
New York, NY |
Q1 2026
|
9
|
$1.6 B
|
| MONARCH CAPITAL MANAGEMENT INC |
Fort Wayne, IN |
Q1 2026
|
127
|
$410 M
|
| Monarch Partners Asset Management LLC |
Boston, MA |
Q4 2022
|
133
|
$340 M
|
| Monashee Investment Management LLC |
Boston, MA |
Q1 2026
|
45
|
$180 M
|
| Mondrian Investment Partners LTD |
London, United Kingdom |
Q1 2026
|
103
|
$6.7 B
|
| MONECO ADVISORS, LLC |
Fairfield, CT |
Q1 2026
|
515
|
$1.3 B
|
| Moneda S.A. Administradora General de Fondos |
Las Condes, Santiago, Chile |
Q1 2026
|
25
|
$120 M
|
| MONEDA USA, INC. |
New York, NY |
Q3 2023
|
9
|
$55 M
|
| MONETA GROUP INVESTMENT ADVISORS LLC |
St Louis, MO |
Q1 2026
|
811
|
$13 B
|
| MONETARY MANAGEMENT GROUP INC |
St Louis, MO |
Q1 2026
|
332
|
$420 M
|
| Monetary Solutions, Ltd |
Dayton, OH |
Q1 2026
|
318
|
$100 M
|
| MONETTA FINANCIAL SERVICES INC |
Wheaton, IL |
Q1 2026
|
58
|
$130 M
|
| MONEY CONCEPTS CAPITAL CORP |
Palm Beach Gardens, FL |
Q1 2026
|
567
|
$1.8 B
|
| Money Design Co.,Ltd. |
Tokyo, Japan |
Q2 2025
|
72
|
$2.1 B
|
| MONEYWISE, INC. |
Forest, VA |
Q1 2026
|
82
|
$230 M
|
| MONIMUS CAPITAL MANAGEMENT, LP |
Woodbridge, NJ |
Q1 2026
|
55
|
$360 M
|
| MONOGRAPH WEALTH ADVISORS, LLC |
Manhattan Beach, CA |
Q1 2026
|
144
|
$1.1 B
|
| Monolith Management Ltd |
Hong Kong |
Q1 2026
|
33
|
$330 M
|
| MONROE BANK & TRUST/MI |
Monroe, MI |
Q2 2019
|
106
|
$300 M
|
| MONROE HALL ASSET MANAGEMENT LLC |
New York, NY |
Q4 2016
|
1
|
$0
|
| MONTAG A & ASSOCIATES INC |
Atlanta, GA |
Q1 2026
|
940
|
$2.2 B
|
| MONTAG & CALDWELL, LLC |
Atlanta, GA |
Q2 2025
|
114
|
$460 M
|
| MONTAGE INVESTMENTS, LLC |
Leawood, KS |
Q3 2016
|
247
|
$180 M
|
| Montaka Global Pty Ltd |
Sydney, Australia |
Q1 2026
|
21
|
$170 M
|
| Montanaro Asset Management Ltd |
London, United Kingdom |
Q1 2026
|
42
|
$330 M
|
| MONTCHANIN ASSET MANAGEMENT, LLC |
Montchanin, DE |
Q1 2026
|
55
|
$94 M
|
| Montecito Bank & Trust |
Santa Barbara, CA |
Q1 2026
|
444
|
$610 M
|
| Monte Financial Group, LLC |
Guilford, CT |
Q1 2026
|
100
|
$280 M
|
| Monterey Private Wealth, Inc. |
Monterey, CA |
Q1 2025
|
138
|
$340 M
|
| MONTGOMERY INVESTMENT MANAGEMENT INC |
Rockville, MD |
Q1 2026
|
103
|
$290 M
|
| Montis Financial, LLC |
Waltham, MA |
Q1 2026
|
150
|
$480 M
|
| Montpelier Re Holdings Ltd |
Pembroke, Bermuda |
Q1 2015
|
4
|
$230 M
|
| MONTRUSCO BOLTON INVESTMENTS INC. |
Montreal, Quebec |
Q1 2026
|
72
|
$6.6 B
|
| MontVue Capital Management, Inc. |
Lynchburg, VA |
Q1 2026
|
67
|
$150 M
|
| Montz Harcus Wealth Management LLC |
New Orleans, LA |
Q1 2026
|
93
|
$250 M
|
| MONUMENTAL FINANCIAL GROUP INC. |
Rockville, MD |
Q3 2024
|
42
|
$270 M
|
| Monument Capital Management |
Alexandria, VA |
Q1 2026
|
217
|
$400 M
|
| Monument Group Wealth Advisors, LLC |
Concord, MA |
Q1 2026
|
43
|
$180 M
|
| Moody Aldrich Partners LLC |
Marblehead, MA |
Q1 2026
|
190
|
$550 M
|
| MOODY LYNN LIEBERSON & WALKER, LLC |
Boston, MA |
Q1 2026
|
250
|
$1.8 B
|
| MOODY NATIONAL BANK TRUST DIVISION |
Galveston, TX |
Q1 2026
|
794
|
$1.1 B
|
| Moon Capital Management, LLC |
Knoxville, TN |
Q2 2020
|
40
|
$82 M
|
| MOON CAPITAL MANAGEMENT LP |
New York, NY |
Q1 2026
|
13
|
$170 M
|
| MOORE CAPITAL MANAGEMENT, LP |
New York, NY |
Q1 2026
|
635
|
$4.9 B
|
| Moors & Cabot, Inc. |
Boston, MA |
Q1 2026
|
927
|
$2.3 B
|
| Morangie Management LLC |
New York, NY |
Q1 2026
|
34
|
$110 M
|
| Moran Wealth Management, LLC |
Naples, FL |
Q1 2026
|
780
|
$3.3 B
|
| Moreno Evelyn V |
Boston, MA |
Q4 2023
|
140
|
$210 M
|
| Morey & Quinn Wealth Partners, LLC |
Omaha, NE |
Q1 2026
|
136
|
$140 M
|
| Morgan Creek Capital Management, LLC |
Chapel Hill, NC |
Q1 2026
|
9
|
$150 M
|
| MORGAN DEMPSEY CAPITAL MANAGEMENT LLC |
Milwaukee, WI |
Q1 2026
|
148
|
$220 M
|
| MORGAN JESS S & CO INC |
Los Angeles, CA |
Q3 2022
|
36
|
$110 M
|
| MorganRosel Wealth Management, LLC |
Highlands Ranch, CO |
Q1 2026
|
103
|
$250 M
|
| MORGAN STANLEY |
New York, NY |
Q1 2026
|
|
$0
|
| Morgan Stanley Institutional Investment Advisors LLC |
Greenwood Village, CO |
Q1 2026
|
5
|
$1.0 B
|
| MORGENS WATERFALL VINTIADIS & CO INC |
New York, NY |
Q1 2026
|
14
|
$81 M
|
| Morgenthaler Management Partners IX, LLC |
Portola Valley, CA |
Q4 2021
|
1
|
$0
|
| Mork Capital Management, LLC |
Healdsburg, CA |
Q1 2026
|
103
|
$140 M
|
| Morling Financial Advisors, LLC |
Fremont, CA |
Q1 2026
|
108
|
$330 M
|
| Morningstar Investment Management LLC |
Chicago, IL |
Q1 2026
|
315
|
$1.6 B
|
| Morningstar Investment Services LLC |
Chicago, IL |
Q1 2025
|
134
|
$550 M
|
| Morris Capital Advisors, LLC |
Malvern, PA |
Q3 2022
|
52
|
$110 M
|
| MORRIS FINANCIAL CONCEPTS, INC. |
Mount Pleasant, SC |
Q1 2026
|
195
|
$290 M
|
| Morse Asset Management, Inc |
Darien, CT |
Q1 2026
|
403
|
$480 M
|
| Morton Brown Family Wealth, LLC |
Allentown, PA |
Q1 2026
|
292
|
$380 M
|
| Morton Capital Management LLC/CA |
Calabasas, CA |
Q1 2026
|
139
|
$670 M
|
| MORTON COMMUNITY BANK |
East Peoria, IL |
Q1 2026
|
199
|
$460 M
|
| MOR Wealth Management, LLC |
Philadelphia, PA |
Q1 2026
|
103
|
$220 M
|
| Mosaic Advisors LLC |
Houston, TX |
Q1 2026
|
42
|
$67 M
|
| Mosaic Family Wealth, LLC |
St. Louis, MO |
Q4 2021
|
179
|
$380 M
|
| MOSAIC FAMILY WEALTH PARTNERS, LLC |
St. Louis, MO |
Q1 2026
|
286
|
$980 M
|
| MOSAIC FINANCIAL GROUP, LLC |
Chicago, IL |
Q1 2026
|
126
|
$140 M
|
| Mosaic Financial Partners, Inc. |
San Francisco, CA |
Q2 2018
|
49
|
$150 M
|
| MOSELEY INVESTMENT MANAGEMENT INC |
Bradenton, FL |
Q1 2026
|
163
|
$310 M
|
| Moser Wealth Advisors, LLC |
Bellevue, WA |
Q2 2025
|
200
|
$210 M
|
| Mosley Wealth Management |
Anaheim, CA |
Q1 2026
|
466
|
$220 M
|
| Moss Adams Wealth Advisors LLC |
Seattle, WA |
Q1 2026
|
462
|
$1.4 B
|
| MOTCO |
San Antonio, TX |
Q1 2026
|
737
|
$1.1 B
|
| Motiv8 Investments LLC |
Port St. Lucie, FL |
Q4 2025
|
1,068
|
$180 M
|
| Motive Capital Fund I GP, LP |
New York, NY |
Q4 2020
|
1
|
$270 M
|
| MOTIVE WEALTH ADVISORS |
Birmingham, MI |
Q1 2026
|
92
|
$210 M
|
| Motley Fool Asset Management LLC |
Alexandria, VA |
Q1 2026
|
237
|
$2.3 B
|
| Motley Fool Wealth Management, LLC |
Alexandria, VA |
Q1 2026
|
124
|
$880 M
|
| MOULTON WEALTH MANAGEMENT, INC |
Spokane, WA |
Q1 2026
|
52
|
$150 M
|
| Mountain Capital Investment Advisors Inc. |
Westminster, CO |
Q1 2026
|
88
|
$670 M
|
| Mountain Capital Management, LLC |
Houston, TX |
Q1 2026
|
1
|
$0
|
| Mountaineer Partners Management, LLC |
New York, NY |
Q1 2026
|
32
|
$200 M
|
| Mountain Hill Investment Partners Corp. |
Atlantic Highlands, NJ |
Q1 2026
|
205
|
$170 M
|
| Mountain Lake Investment Management LLC |
San Francisco, CA |
Q1 2026
|
29
|
$150 M
|
| MOUNTAIN PACIFIC INVESTMENT ADVISERS LLC |
Boise, ID |
Q1 2026
|
141
|
$580 M
|
| Mountain Road Advisors, LLC |
New York, NY |
Q3 2020
|
17
|
$110 M
|
| Mount Capital Ltd |
London, United Kingdom |
Q1 2026
|
18
|
$250 M
|
| Mount Kellett Capital Management LP |
New York, NY |
Q3 2017
|
3
|
$61 M
|
| Mount Lucas Management LP |
Newtown, PA |
Q1 2026
|
167
|
$270 M
|
| MOUNT VERNON ASSOCIATES INC /MD/ |
Baltimore, MD |
Q1 2026
|
60
|
$140 M
|
| Mowery & Schoenfeld Wealth Management, LLC |
Lincolnshire, IL |
Q1 2026
|
357
|
$65 M
|
| MOZAYYX MANAGEMENT LLC |
Austin, TX |
Q1 2026
|
16
|
$99 M
|
| MPAM CREDIT TRADING PARTNERS L.P. |
Cleveland, OH |
Q3 2016
|
1
|
$0
|
| MPI INVESTMENT MANAGEMENT, INC. |
Hinsdale, IL |
Q4 2017
|
67
|
$83 M
|
| MPM ASSET MANAGEMENT LLC |
Boston, MA |
Q3 2025
|
4
|
$45 M
|
| MPM BIOIMPACT LLC |
Boston, MA |
Q1 2026
|
41
|
$1.3 B
|
| MPS Loria Financial Planners, LLC |
Burr Ridge, IL |
Q1 2026
|
94
|
$380 M
|
| MP (Thrift) Global Advisers III LLC |
New York, NY |
Q3 2021
|
1
|
$0
|
| MPWM ADVISORY SOLUTIONS, LLC |
Alpharetta, GA |
Q1 2026
|
577
|
$190 M
|
| MQS Management LLC |
New York, NY |
Q1 2026
|
366
|
$150 M
|
| MRA Advisory Group |
Parsippany, NJ |
Q1 2026
|
142
|
$250 M
|
| MRA Associates USA LLC |
Phoenix, AZ |
Q3 2019
|
113
|
$25 M
|
| Mraz, Amerine & Associates, Inc. |
Modesto, CA |
Q1 2026
|
190
|
$680 M
|
| M&R CAPITAL MANAGEMENT INC |
Summit, NJ |
Q3 2024
|
581
|
$450 M
|
| MRCap LP |
Roslyn, NY |
Q3 2021
|
1
|
$0
|
| M&R Follow-On Fund Management, LP |
Dallas, TX |
Q3 2017
|
1
|
$99 M
|
| MRJ CAPITAL INC |
New York, NY |
Q4 2021
|
51
|
$170 M
|
| MRP Capital Investments, LLC |
Alpharetta, GA |
Q1 2026
|
210
|
$110 M
|
| MRWM Advisors, LLC |
Nashville, TN |
Q1 2026
|
74
|
$180 M
|
| MSA Advisors, LLC |
Santa Monica, CA |
Q1 2026
|
50
|
$330 M
|
| MSD CAPITAL, L.P. |
New York, NY |
Q1 2026
|
3
|
$87 M
|
| MSD Partners, L.P. |
New York, NY |
Q1 2026
|
8
|
$82 M
|
| MSF Capital, LLC |
New York, NY |
Q1 2016
|
1
|
$0
|
| MSH Capital Advisors LLC |
Scottsdale, AZ |
Q1 2026
|
273
|
$470 M
|
| MSI Financial Services Inc |
Springfield, MA |
Q4 2016
|
5,017
|
$3.1 B
|
| MSOP GP, L.L.C. |
Menlo Park, CA |
Q4 2025
|
3
|
$440 M
|
| MSRH, LLC |
New York, NY |
Q1 2026
|
29
|
$110 M
|
| M&T Bank Corp |
Buffalo, NY |
Q1 2026
|
11,679
|
$29 B
|
| MTCO Ltd. |
Nassau, Bahamas |
Q1 2026
|
2
|
$270 M
|
| MTC Wealth Management LLC |
Tampa, FL |
Q1 2026
|
13
|
$210 M
|
| MTM Investment Management, LLC |
Spartanburg, SC |
Q1 2026
|
709
|
$320 M
|
| Mubadala Investment Co PJSC |
Abu Dhabi, United Arab Emirates |
Q1 2026
|
72
|
$20 B
|
| Mudita Advisors LLP |
London, United Kingdom |
Q1 2026
|
28
|
$490 M
|
| Mudrick Capital Management, L.P. |
New York, NY |
Q1 2026
|
3
|
$170 M
|
| Mueller Wealth, LLC |
Mishicot, WI |
Q1 2026
|
17
|
$130 M
|
| MUFG Americas Holdings Corp |
New York, NY |
Q3 2023
|
1
|
$0
|
| MUFG BANK, LTD. |
New York, NY |
Q1 2026
|
5
|
$3.0 B
|
| MUFG SECURITIES AMERICAS INC. |
New York, NY |
Q1 2026
|
504
|
$1.6 B
|
| MUFG SECURITIES (CANADA), LTD. |
New York, NY |
Q1 2026
|
43
|
$3.5 B
|
| MUFG Securities EMEA plc |
London, United Kingdom |
Q1 2026
|
551
|
$6.7 B
|
| MUHLENKAMP & CO INC |
Wexford, PA |
Q1 2026
|
29
|
$380 M
|
| MU Investments Co., Ltd. |
Tokyo, Japan |
Q3 2023
|
24
|
$75 M
|
| MUIRFIELD WEALTH ADVISORS LLC |
Charlotte, NC |
Q1 2026
|
80
|
$140 M
|
| Mullooly Asset Management, Inc. |
Wall Township, NJ |
Q1 2026
|
51
|
$270 M
|
| Multicoin Capital Management, LLC |
Austin, TX |
Q1 2026
|
3
|
$76 M
|
| MUNDER CAPITAL MANAGEMENT |
Birmingham, MI |
Q3 2014
|
1,105
|
$13 B
|
| Munich Reinsurance Co Stock Corp in Munich |
Munich, Germany |
Q1 2026
|
175
|
$4.1 B
|
| Municipal Employees' Retirement System of Michigan |
Lansing, MI |
Q1 2026
|
29
|
$8.8 B
|
| Munro Partners |
Melbourne, Australia |
Q1 2026
|
59
|
$3.0 B
|
| Murchinson Ltd. |
Toronto, Ontario, Canada |
Q1 2026
|
95
|
$790 M
|
| MURPHY CAPITAL MANAGEMENT INC |
Bedminster, NJ |
Q2 2022
|
217
|
$720 M
|
| Murphy Michael R |
Chicago, IL |
Q2 2016
|
18
|
$250 M
|
| Murphy, Middleton, Hinkle & Parker, Inc. |
Thomasville, GA |
Q1 2026
|
133
|
$220 M
|
| Murphy & Mullick Capital Management Corp |
Smithtown, NY |
Q1 2026
|
726
|
$140 M
|
| Murphy Pohlad Asset Management LLC |
Eden Prairie, MN |
Q1 2026
|
134
|
$280 M
|
| MUSE JOHN R |
Dallas, TX |
Q3 2017
|
1
|
$0
|
| Mustard Seed Financial, LLC |
Magnolia, AR |
Q1 2026
|
92
|
$170 M
|
| Must Asset Management Inc. |
Seoul, South Korea |
Q3 2023
|
21
|
$41 M
|
| MUSTICO FINANCIAL GROUP, INC. |
Elmira, NY |
Q1 2026
|
46
|
$140 M
|
| Mutual Advisors, LLC |
Omaha, NE |
Q1 2026
|
1,353
|
$4.7 B
|
| MUTUAL OF AMERICA CAPITAL MANAGEMENT LLC |
New York, NY |
Q1 2026
|
1,365
|
$8.8 B
|
| Muzinich & Co., Inc. |
New York, NY |
Q1 2026
|
38
|
$290 M
|
| MV CAPITAL MANAGEMENT, INC. |
Bethesda, MD |
Q1 2026
|
1,201
|
$1.0 B
|
| MV Management XI, L.L.C. |
Menlo Park, CA |
Q3 2023
|
3
|
$60 M
|
| MVM Partners, LLC |
Boston, MA |
Q1 2026
|
1
|
$11 M
|
| MVM Partners LLP |
London, United Kingdom |
Q3 2023
|
1
|
$0
|
| MWA Asset Management |
Danvers, MA |
Q1 2026
|
126
|
$180 M
|
| M Wealth Management, LLC |
San Diego, CA |
Q1 2026
|
55
|
$120 M
|
| MWG Caph Ltd |
Washington, DC |
Q4 2025
|
3
|
$72 M
|
| MWG GP LLC |
San Francisco, CA |
Q4 2014
|
1
|
$14 M
|
| MWG Management Ltd. |
Washington, DC |
Q3 2025
|
3
|
$81 M
|
| MY.Alpha Management HK Advisors Ltd |
Hong Kong |
Q1 2026
|
11
|
$250 M
|
| MYCIO WEALTH PARTNERS, LLC |
Philadelphia, PA |
Q1 2026
|
49
|
$500 M
|
| MYDA Advisors LLC |
Woodmere, NY |
Q1 2026
|
151
|
$610 M
|
| MYECFO, LLC |
La Jolla, CA |
Q1 2026
|
66
|
$240 M
|
| My Legacy Advisors, LLC |
Bend, OR |
Q2 2025
|
206
|
$280 M
|
| My Personal CFO, LLC |
Vancouver, WA |
Q1 2026
|
88
|
$230 M
|
| My Portfolio Guide, LLC |
Seal Beach, CA |
Q1 2026
|
166
|
$180 M
|
| Myriad Asset Management Advisors LLC |
West Palm Beach, FL |
Q1 2026
|
47
|
$340 M
|
| Myriad Asset Management Ltd. |
North Point, Hong Kong |
Q1 2022
|
88
|
$720 M
|
| Myriad Asset Management US LP |
West Palm Beach, FL |
Q1 2026
|
46
|
$67 M
|
| Mystic Asset Management, Inc. |
Warwick, RI |
Q1 2026
|
218
|
$430 M
|
| MY Wealth Management Inc. |
Germantown, MD |
Q1 2026
|
26
|
$100 M
|