| M1 Capital Management LLC |
Troy, MI |
Q3 2026
|
111
|
$270M
|
| M28 Capital Management LP |
Stamford, CT |
Q3 2026
|
9
|
$36.0M
|
| M37 Management LP |
Menlo Park, CA |
Q2 2026
|
9
|
$575M
|
| M3 Advisory Group, LLC |
Needham Heights, MA |
Q3 2026
|
158
|
$201M
|
| M3F, Inc. |
Salt Lake City, UT |
Q3 2026
|
21
|
$391M
|
| M3 Wealth Management, LLC |
North Royalton, OH |
Q3 2026
|
35
|
$158M
|
| MAC Alpha Capital Management, LP |
Tampa, FL |
Q2 2026
|
21
|
$213M
|
| Macco Financial Group, Inc. |
Green Bay, WI |
Q3 2026
|
25
|
$165M
|
| Macellum Advisors, LP |
New York, NY |
Q3 2024
|
1
|
$0
|
| MACGUIRE, CHESWICK & TUTTLE INVESTMENT COUNSEL LLC |
Darien, CT |
Q4 2018
|
95
|
$477M
|
| Mach-1 Financial Group, LLC |
Rogers, AR |
Q3 2026
|
123
|
$265M
|
| Machina Capital S.A.S. |
Paris, France |
Q3 2026
|
406
|
$716M
|
| MacKay Shields LLC |
New York, NY |
Q3 2026
|
297
|
$2.76B
|
| MACKENZIE FINANCIAL CORP |
Toronto Ontario, Ontario, Canada |
Q3 2026
|
1,522
|
$91.6B
|
| MACNEALY HOOVER INVESTMENT MANAGEMENT INC |
Canton, OH |
Q3 2019
|
103
|
$124M
|
| MACQUARIE GROUP LTD |
Sydney, NSW 2000, Australia |
Q3 2026
|
1,958
|
$23.8B
|
| Macquarie Investment Management LTD |
Sydney, New South Wales, Australia |
Q2 2016
|
1
|
$0
|
| Macro Advisors, Inc. |
York, PA |
Q3 2026
|
48
|
$325M
|
| MACRO Consulting Group |
Parsippany, NJ |
Q2 2021
|
102
|
$194M
|
| MACROVIEW INVESTMENT MANAGEMENT LLC |
Bethesda, MD |
Q3 2026
|
106
|
$166M
|
| Madden Advisory Services, Inc. |
Jacksonville, FL |
Q3 2026
|
115
|
$283M
|
| MADDEN SECURITIES Corp |
Dallas, TX |
Q3 2026
|
343
|
$378M
|
| Mader & Shannon Wealth Management, Inc. |
Kansas City, MO |
Q3 2026
|
26
|
$241M
|
| Madison Asset Management, LLC |
Madison, WI |
Q3 2026
|
356
|
$8.04B
|
| Madison Avenue Partners, LP |
New York, NY |
Q2 2026
|
25
|
$2.32B
|
| MADISON DEARBORN PARTNERS LLC |
Chicago, IL |
Q3 2025
|
1
|
$0
|
| Madison International Global Alpha Realty, LP |
New York, NY |
Q3 2017
|
12
|
$25.9M
|
| Madison International Realty Holdings, LLC |
New York, NY |
Q3 2026
|
1
|
$0
|
| Madison Investment Advisors, LLC |
Madison, WI |
Q4 2024
|
335
|
$8.87B
|
| MADISON INVESTMENT HOLDINGS INC |
Madison, WI |
Q3 2019
|
283
|
$6.16B
|
| Madison Park Capital Advisors, LLC |
Seattle, WA |
Q3 2026
|
73
|
$156M
|
| Madison Scottsdale, LC |
Scottsdale, AZ |
Q4 2013
|
25
|
$109M
|
| Madison Street Partners, LLC |
Denver, CO |
Q4 2015
|
4
|
$3.05M
|
| MADISON WEALTH MANAGEMENT |
Cincinnati, OH |
Q3 2023
|
151
|
$476M
|
| Madison Wealth Partners, Inc |
Madison, WI |
Q3 2026
|
348
|
$958M
|
| Madrid Financial Services |
Manhattan Beach, CA |
Q3 2026
|
25
|
$181M
|
| Madrid Wealth Management, LLC |
Albuquerque, NM |
Q3 2026
|
76
|
$157M
|
| MAD RIVER INVESTORS |
Boston, MA |
Q3 2026
|
31
|
$245M
|
| Madrona Financial Services, LLC |
Everett, WA |
Q3 2026
|
164
|
$646M
|
| MADRONA FUNDS, LLC |
Everett, WA |
Q3 2019
|
58
|
$136M
|
| Madrona Venture Group, LLC |
Seattle, WA |
Q4 2025
|
3
|
$22.1M
|
| MADRONE ADVISORS, LLC |
Denver, CO |
Q3 2026
|
6
|
$767M
|
| Madryn Asset Management, LP |
New York, NY |
Q3 2026
|
2
|
$55.5M
|
| Madryn Select Opportunities, LP |
New York, NY |
Q4 2021
|
4
|
$150M
|
| Madson Wealth Advisors Inc |
Santa Rosa, CA |
Q3 2026
|
93
|
$143M
|
| Maestria Partners LLC |
Atlanta, GA |
Q3 2026
|
15
|
$298M
|
| MAGARIAN CAPITAL MANAGEMENT, LLC |
San Antonio, TX |
Q3 2026
|
14
|
$319M
|
| MAGEE THOMSON INVESTMENT PARTNERS LLC |
San Diego, CA |
Q1 2017
|
99
|
$259M
|
| Magellan Asset Management Ltd |
Sydney, Australia |
Q2 2026
|
78
|
$4.47B
|
| Magma Venture Partners General Partner Ltd. |
Tel Aviv, Israel |
Q2 2026
|
2
|
$43.1M
|
| Magnetar Financial LLC |
Evanston, IL |
Q3 2026
|
2,132
|
$10.2B
|
| Magnitude Capital, LLC |
New York, NY |
Q3 2026
|
1
|
$499M
|
| MAGNOLIA CAPITAL ADVISORS LLC |
Ridgeland, MS |
Q2 2026
|
295
|
$583M
|
| MAGNOLIA CAPITAL MANAGEMENT LTD |
Cold Spring, NY |
Q3 2026
|
71
|
$141M
|
| MAGNOLIA GROUP, LLC |
Omaha, NE |
Q3 2026
|
25
|
$306M
|
| Magnolia Private Wealth, LLC |
Philadelphia, PA |
Q2 2026
|
153
|
$182M
|
| Magnolia Wealth Management, LLC |
Dothan, AL |
Q3 2026
|
15
|
$191M
|
| Magnum NGL HoldCo LLC |
Houston, TX |
Q3 2017
|
1
|
$0
|
| Magnus Financial Group LLC |
New York, NY |
Q3 2026
|
413
|
$1.49B
|
| Maia Wealth LLC |
Denver, CO |
Q3 2026
|
353
|
$723M
|
| MAI Capital Management |
Independence, OH |
Q3 2026
|
2,047
|
$26.9B
|
| Maiden Cove Capital, LLC |
Cape Elizabeth, ME |
Q4 2024
|
53
|
$55.4M
|
| Mail.ru Group Ltd |
Dubai Media City, Dubai, United Arab Emirates |
Q3 2014
|
1
|
$0
|
| MAIMON WEALTH MANAGEMENT LTD. |
Ra'anana, Israel |
Q3 2026
|
91
|
$144M
|
| Main Line Retirement Advisors, LLC |
Whitefish, MT |
Q3 2026
|
48
|
$228M
|
| Main Management ETF Advisors, LLC |
San Francisco, CA |
Q2 2026
|
103
|
$3.30B
|
| Main Management Fund Advisors LLC |
San Francisco, CA |
Q2 2026
|
8
|
$1.41B
|
| Main Management LLC |
San Francisco, CA |
Q2 2026
|
95
|
$1.49B
|
| MAINSAIL ASSET MANAGEMENT, LLC |
Birmingham, AL |
Q3 2026
|
160
|
$249M
|
| Mainsail Financial Group, LLC |
Bellevue, WA |
Q3 2026
|
71
|
$297M
|
| MAINSAIL MANAGEMENT COMPANY, LLC |
Austin, TX |
Q3 2025
|
1
|
$66.0M
|
| MAINSTAY CAPITAL MANAGEMENT LLC /ADV |
Grand Blanc, MI |
Q3 2026
|
150
|
$1.13B
|
| Mainstream Capital Management LLC |
Los Angeles, CA |
Q3 2026
|
302
|
$170M
|
| Main Street Financial Solutions, LLC |
Newtown, PA |
Q2 2026
|
624
|
$1.56B
|
| Main Street Group, LTD |
Glen Allen, VA |
Q3 2026
|
1,602
|
$445M
|
| MainStreet Investment Advisors LLC |
Chicago, IL |
Q3 2026
|
160
|
$711M
|
| Main Street Research LLC |
Sausalito, CA |
Q2 2026
|
140
|
$2.12B
|
| Ma Investment Partnership, LP |
Hillsborough, CA |
Q2 2026
|
13
|
$561M
|
| MAIRS & POWER INC |
St Paul, MN |
Q2 2026
|
254
|
$10.9B
|
| Majedie Asset Management Ltd |
London, United Kingdom |
Q1 2022
|
86
|
$1.22B
|
| Maj Invest Holding A/S |
Copenhagen K, Denmark |
Q3 2026
|
40
|
$2.26B
|
| Makaira Partners LLC |
La Jolla, CA |
Q1 2026
|
1
|
$0
|
| MAK CAPITAL ONE LLC |
New York, NY |
Q2 2026
|
17
|
$714M
|
| MAKENA CAPITAL MANAGEMENT LLC |
Menlo Park, CA |
Q3 2026
|
27
|
$961M
|
| Malaga Cove Capital, LLC |
PV Estates, CA |
Q3 2026
|
183
|
$311M
|
| Malka Meyer |
Palo Alto, CA |
Q3 2023
|
1
|
$8.77M
|
| Mallini Complete Financial Planning LLC |
Gainesville, FL |
Q3 2026
|
72
|
$143M
|
| Maloon Powers Pitre Higgins & Dennehy, LLC |
San Ramon, CA |
Q3 2026
|
150
|
$317M
|
| MALTESE CAPITAL MANAGEMENT LLC |
New York, NY |
Q2 2026
|
294
|
$549M
|
| Maltin Wealth Management, Inc. |
Ridgewood, NJ |
Q3 2026
|
152
|
$304M
|
| MANA Advisors LLC |
New York, NY |
Q3 2021
|
16
|
$3.06M
|
| MANAGED ACCOUNT ADVISORS LLC |
Jersey City, NJ |
Q2 2015
|
4,717
|
$121B
|
| MANAGED ACCOUNT SERVICES INC |
Coconut Grove, FL |
Q3 2021
|
106
|
$380M
|
| MANAGED ASSET PORTFOLIOS, LLC |
Rochester, MI |
Q3 2026
|
58
|
$902M
|
| Manatuck Hill Partners, LLC |
Westport, CT |
Q2 2026
|
129
|
$302M
|
| Manchester Capital Management LLC |
Manchester, VT |
Q3 2026
|
1,320
|
$736M
|
| MANCHESTER FINANCIAL INC |
Westlake Village, CA |
Q3 2026
|
142
|
$565M
|
| Manchester Global Management (UK) Ltd |
London, United Kingdom |
Q2 2026
|
23
|
$906M
|
| Mandatum Life Insurance Co Ltd |
Helsinki, Finland |
Q3 2026
|
80
|
$572M
|
| MANE GLOBAL CAPITAL MANAGEMENT LP |
New York, NY |
Q2 2026
|
54
|
$1.21B
|
| Mangham Associates,LLC |
Charlottesville, VA |
Q3 2023
|
14
|
$53.9M
|
| Mango Five Family, Inc. |
Reno, NV |
Q1 2024
|
65
|
$301M
|
| Mango Investments LLC |
Denver, CO |
Q1 2024
|
23
|
$135M
|
| Man Group plc |
London, United Kingdom |
Q2 2026
|
3,650
|
$54.6B
|
| MANGROVE PARTNERS IM, LLC |
Greenwich, CT |
Q2 2026
|
426
|
$1.52B
|
| Manhattan West Asset Management, LLC |
Los Angeles, CA |
Q3 2026
|
180
|
$606M
|
| Manifold Partners, LLC |
San Francisco, CA |
Q2 2019
|
8
|
$10.4M
|
| Manikay Partners, LLC |
New York, NY |
Q3 2021
|
1
|
$0
|
| Man Investment Partners (US) LP |
New York, NY |
Q3 2026
|
6
|
$311M
|
| Man Investments (CH) AG |
Pfaffikon, Switzerland |
Q4 2017
|
62
|
$107M
|
| Man Investments Ltd |
London, United Kingdom |
Q2 2014
|
726
|
$1.29B
|
| Maniro Ltd |
Nassau, Bahamas |
Q2 2026
|
29
|
$446M
|
| Manitou Investment Management Ltd. |
Toronto, Ontario, Canada |
Q3 2026
|
50
|
$532M
|
| Maniyar Capital Advisors UK Ltd. |
London, United Kingdom |
Q3 2022
|
1
|
$0
|
| Mann Financial Group, Inc. |
Detroit Lakes, MN |
Q3 2026
|
47
|
$125M
|
| MANNING & NAPIER ADVISORS LLC |
Fairport, NY |
Q3 2026
|
968
|
$7.41B
|
| Manning & Napier Group, LLC |
Fairport, NY |
Q1 2024
|
482
|
$8.76B
|
| MANOR ROAD CAPITAL PARTNERS, LLC |
New York, NY |
Q4 2021
|
1
|
$0
|
| Manske Wealth Management |
Houston, TX |
Q3 2026
|
229
|
$427M
|
| Manteio Capital LLC |
Jersey City, NJ |
Q3 2022
|
4
|
$1.05M
|
| Mantle Ridge LP |
New York, NY |
Q2 2026
|
1
|
$0
|
| MANUFACTURERS LIFE INSURANCE COMPANY, THE |
Toronto, Ontario, Canada |
Q3 2026
|
2,805
|
$126B
|
| Manuka Financial, LLC |
Richmond, VA |
Q3 2026
|
56
|
$201M
|
| Maple-Brown Abbott Ltd |
Barangaroo, Australia |
Q1 2025
|
15
|
$1.47B
|
| Maple Capital Management, Inc. |
Montpelier, VT |
Q3 2026
|
129
|
$1.70B
|
| MAPLELANE CAPITAL, LLC |
New York, NY |
Q2 2026
|
338
|
$2.39B
|
| Maple Rock Capital Partners Inc. |
Toronto, Ontario, Canada |
Q2 2026
|
51
|
$5.10B
|
| MAPLE SECURITIES USA INC |
Jersey City, NJ |
Q2 2017
|
1
|
$0
|
| MA Private Wealth |
San Carlos, CA |
Q3 2026
|
87
|
$671M
|
| MARATHON ASSET MANAGEMENT LLP |
London, United Kingdom |
Q2 2021
|
98
|
$8.26B
|
| MARATHON ASSET MANAGEMENT LP |
New York, NY |
Q2 2026
|
7
|
$38.2M
|
| Marathon Asset Management Ltd |
London, United Kingdom |
Q3 2026
|
76
|
$2.20B
|
| MARATHON CAPITAL MANAGEMENT |
Hunt Valley, MD |
Q3 2026
|
182
|
$488M
|
| Marathon Mission, Inc. |
Albany, NY |
Q3 2026
|
56
|
$198M
|
| Marathon Partners Equity Management, LLC |
New York, NY |
Q2 2026
|
17
|
$102M
|
| Marathon Strategic Advisors, LLC |
Pittsburgh, PA |
Q3 2026
|
50
|
$171M
|
| Marathon Trading Investment Management LLC |
Radnor, PA |
Q3 2026
|
346
|
$957M
|
| Marathon Wealth Advisors LLC |
Boston, MA |
Q3 2026
|
75
|
$297M
|
| Marble Arch Investments, LP |
New York, NY |
Q2 2018
|
17
|
$82.3M
|
| Marble Bar Asset Management LLP |
London, United Kingdom |
Q2 2026
|
42
|
$144M
|
| Marble Harbor Investment Counsel, LLC |
Boston, MA |
Q3 2026
|
192
|
$1.02B
|
| Marble Holdings, LLC |
Wilmington, DE |
Q4 2017
|
1
|
$272M
|
| Marble Wealth, LLC |
Montgomery, AL |
Q3 2026
|
225
|
$672M
|
| Marcato Capital Management LP |
San Francisco, CA |
Q4 2019
|
1
|
$1.20M
|
| March Altus Capital Management LP |
Greenwich, CT |
Q3 2016
|
11
|
$16.0M
|
| Marcho Partners LLP |
London, United Kingdom |
Q3 2026
|
6
|
$121M
|
| MARCO INVESTMENT MANAGEMENT LLC |
Atlanta, GA |
Q3 2026
|
234
|
$1.49B
|
| MARCUARD FAMILY OFFICE LTD |
Zurich, Switzerland |
Q3 2014
|
25
|
$46.5M
|
| Marcum Wealth, LLC |
Cleveland, OH |
Q1 2025
|
405
|
$1.16B
|
| Marcus Capital, LLC |
Northbrook, IL |
Q3 2018
|
43
|
$34.3M
|
| Maren Capital LLC |
Chicago, IL |
Q3 2026
|
18
|
$2.07B
|
| Marest Capital, LLC |
Encino, CA |
Q3 2026
|
27
|
$198M
|
| Marex Group Ltd |
London, United Kingdom |
Q2 2026
|
1,609
|
$13.5B
|
| 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 |
Q3 2026
|
577
|
$1.03B
|
| MARIETTA INVESTMENT PARTNERS LLC |
Milwaukee, WI |
Q3 2026
|
365
|
$598M
|
| Marietta Wealth Management, LLC |
Marietta, GA |
Q3 2026
|
128
|
$945M
|
| Marin Bay Wealth Advisors, LLC |
San Anselmo, CA |
Q3 2026
|
131
|
$192M
|
| MARINER INVESTMENT GROUP LLC |
New York, NY |
Q3 2026
|
93
|
$582M
|
| Mariner, LLC |
Overland Park, KS |
Q3 2026
|
4,661
|
$100B
|
| Mariner Wealth Advisors-Cincinnati, LLC |
Cincinnati, OH |
Q3 2018
|
285
|
$1.81B
|
| Mariner Wealth Advisors-NYC, LLC |
Leawood, KS |
Q1 2015
|
773
|
$209M
|
| Marino Management, LLC |
Westport, CT |
Q2 2026
|
11
|
$480M
|
| MARINO, STRAM & ASSOCIATES LLC |
Braintree, MA |
Q3 2026
|
205
|
$644M
|
| Marion Wealth Management |
Monroeville, PA |
Q3 2026
|
161
|
$506M
|
| MARIPAU WEALTH MANAGEMENT LLC |
Fort Wayne, IN |
Q2 2026
|
177
|
$280M
|
| MARK ASSET MANAGEMENT LP |
New York, NY |
Q2 2026
|
42
|
$987M
|
| Markel Group Inc. |
Glen Allen, VA |
Q3 2026
|
220
|
$12.8B
|
| Marketfield Asset Management LLC |
New York, NY |
Q1 2024
|
35
|
$127M
|
| MARKET STREET WEALTH MANAGEMENT ADVISORS LLC |
Indianapolis, IN |
Q3 2026
|
136
|
$703M
|
| Markin Asset Management, LP |
Rye, NY |
Q3 2026
|
44
|
$115M
|
| Markin Volterra Fund LP |
Rye, NY |
Q3 2026
|
44
|
$27.3M
|
| Markowski Investments |
Tampa, FL |
Q3 2026
|
695
|
$448M
|
| Marks Group Wealth Management, Inc |
Minnetonka, MN |
Q3 2026
|
570
|
$1.14B
|
| MARK SHEPTOFF FINANCIAL PLANNING, LLC |
Glastonbury, CT |
Q2 2026
|
513
|
$188M
|
| MARKSTON INTERNATIONAL LLC |
White Plains, NY |
Q4 2021
|
139
|
$99.1M
|
| Marks Wealth, LLC |
Ellicott City, MD |
Q3 2026
|
15
|
$459M
|
| MARLIN SAMS CAPITAL MANAGEMENT LLC |
New York, NY |
Q3 2025
|
1
|
$0
|
| Marlowe Partners LP |
New York, NY |
Q3 2024
|
8
|
$26.1M
|
| Marmo Financial Group, LLC |
Johnson City, TN |
Q1 2026
|
38
|
$202M
|
| Marnell Management LLC |
Farmington Hills, MI |
Q3 2026
|
70
|
$190M
|
| Marotta Asset Management |
Charlottesville, VA |
Q3 2026
|
101
|
$589M
|
| Marquard & Bahls AG |
Hamburg, Germany |
Q3 2025
|
1
|
$0
|
| MARQUE MILLENNIUM CAPITAL MANAGEMENT LCC |
New York, NY |
Q3 2015
|
75
|
$140M
|
| Marquette Asset Management, LLC |
Minneapolis, MN |
Q3 2026
|
785
|
$762M
|
| MARQUETTE ASSOCIATES, INC. |
Chicago, IL |
Q2 2026
|
38
|
$137M
|
| marrick wealth, LLC |
Irvine, CA |
Q3 2026
|
62
|
$142M
|
| MARSHALL FINANCIAL GROUP INC /ADV |
Doylestown, PA |
Q3 2025
|
53
|
$364M
|
| Marshall Financial Group, LLC |
Hunt Valley, MD |
Q3 2026
|
323
|
$707M
|
| MARSHALL INVESTMENT MANAGEMENT, LLC |
Littleton, CO |
Q2 2026
|
497
|
$241M
|
| Marshall & Sterling Wealth Advisors Inc. |
Poughkeepsie, NY |
Q3 2026
|
369
|
$175M
|
| MARSHALL & SULLIVAN INC /WA/ |
Seattle, WA |
Q3 2025
|
43
|
$216M
|
| MARSHALL WACE ASIA Ltd |
Central, Hong Kong |
Q3 2021
|
200
|
$4.23B
|
| MARSHALL WACE, LLP |
London, United Kingdom |
Q3 2026
|
6,720
|
$105B
|
| Marshall Wace North America L.P. |
New York, NY |
Q3 2021
|
2,204
|
$23.3B
|
| MARSHFIELD ASSOCIATES |
Washington, DC |
Q2 2026
|
17
|
$4.26B
|
| MARSHWINDS ADVISORY CO |
St Simons Island, GA |
Q4 2018
|
124
|
$187M
|
| MARSICO CAPITAL MANAGEMENT LLC |
Denver, CO |
Q3 2026
|
75
|
$4.03B
|
| MARS JEWETT FINANCIAL GROUP, INC. |
Bellevue, WA |
Q3 2026
|
52
|
$603M
|
| Martel Wealth Advisors LLC |
Vancouver, WA |
Q3 2026
|
58
|
$638M
|
| Martin Capital Advisors, LLP |
San Antonio, TX |
Q3 2026
|
75
|
$193M
|
| MARTIN CAPITAL MANAGEMENT LLC |
Elkhart, IN |
Q2 2015
|
17
|
$36.5M
|
| Martin Capital Partners, LLC |
Eugene, OR |
Q3 2026
|
73
|
$279M
|
| MARTIN & CO INC /TN/ |
Knoxville, TN |
Q3 2026
|
99
|
$616M
|
| MARTIN CURRIE LTD |
Edinburgh, United Kingdom |
Q2 2025
|
85
|
$2.61B
|
| MARTINGALE ASSET MANAGEMENT L P |
Boston, MA |
Q3 2026
|
822
|
$4.01B
|
| Martin Investment Management, LLC |
Palm Beach Gardens, FL |
Q3 2026
|
45
|
$245M
|
| Martin Worley Group |
Cottonwood Heights, UT |
Q2 2025
|
91
|
$204M
|
| MARVIN & PALMER ASSOCIATES INC |
Wilmington, DE |
Q3 2026
|
30
|
$143M
|
| MAR VISTA INVESTMENT PARTNERS LLC |
Los Angeles, CA |
Q3 2026
|
33
|
$881M
|
| MARXE AUSTIN W & GREENHOUSE DAVID M |
New York, NY |
Q3 2014
|
202
|
$733M
|
| MARYLAND CAPITAL ADVISORS INC. |
Chester, MD |
Q3 2026
|
1,152
|
$319M
|
| Maryland Capital Management |
Towson, MD |
Q3 2022
|
270
|
$1.20B
|
| Maryland State Retirement & Pension System |
Baltimore, MD |
Q3 2026
|
1,499
|
$6.31B
|
| MAS Advisors LLC |
Miami, FL |
Q3 2025
|
67
|
$63.2M
|
| Mascagni Wealth Management, Inc. |
Clinton, MS |
Q3 2026
|
140
|
$165M
|
| Mascoma Wealth Management LLC |
Hanover, NH |
Q3 2026
|
557
|
$550M
|
| MASECO LLP |
London, United Kingdom |
Q3 2026
|
673
|
$3.65B
|
| MASO CAPITAL PARTNERS Ltd |
Hong Kong |
Q3 2025
|
44
|
$60.9M
|
| Mason & Associates Inc |
Los Angeles, CA |
Q2 2026
|
161
|
$619M
|
| Mason & Associates, LLC |
Newport News, VA |
Q3 2026
|
45
|
$486M
|
| MASON CAPITAL MANAGEMENT LLC |
New York, NY |
Q2 2026
|
9
|
$607M
|
| Mason Investment Advisory Services, Inc. |
Reston, VA |
Q3 2026
|
86
|
$2.63B
|
| MASON STREET ADVISORS, LLC |
Milwaukee, WI |
Q3 2026
|
15
|
$1.06B
|
| MASSACHUSETTS FINANCIAL SERVICES CO /MA/ |
Boston, MA |
Q3 2026
|
4,265
|
$296B
|
| MASSACHUSETTS INSTITUTE OF TECHNOLOGY |
Cambridge, MA |
Q3 2026
|
11
|
$695M
|
| MASSACHUSETTS MUTUAL LIFE INSURANCE CO |
Springfield, MA |
Q3 2026
|
2
|
$2.67B
|
| Massachusetts Wealth Management |
North Andover, MA |
Q3 2026
|
96
|
$248M
|
| Massar Capital Management, LP |
Stamford, CT |
Q2 2026
|
265
|
$291M
|
| Mass Ave Global Inc. |
New York, NY |
Q4 2022
|
33
|
$295M
|
| Mass General Brigham, Inc |
Somerville, MA |
Q3 2026
|
9
|
$456M
|
| MassMutual Private Wealth & Trust, FSB |
Springfield, MA |
Q3 2026
|
2,398
|
$3.79B
|
| Masso Torrence Wealth Management Inc. |
Marlton, NJ |
Q3 2025
|
108
|
$240M
|
| Mast Capital Management, LLC |
Boston, MA |
Q4 2015
|
6
|
$68.0M
|
| MASTERCARD FOUNDATION ASSET MANAGEMENT CORP |
Toronto, Ontario, Canada |
Q3 2026
|
3
|
$32.7B
|
| MASTERINVEST Kapitalanlage GmbH |
Vienna, Austria |
Q3 2026
|
286
|
$1.17B
|
| MASTERS CAPITAL MANAGEMENT LLC |
Atlanta, GA |
Q2 2026
|
93
|
$711M
|
| MASTER'S WEALTH MANAGEMENT INC. |
Lancaster, PA |
Q3 2026
|
85
|
$343M
|
| Masterton Capital Management, LP |
New York, NY |
Q2 2026
|
24
|
$118M
|
| MASTRAPASQUA ASSET MANAGEMENT INC |
Nashville, TN |
Q3 2023
|
149
|
$853M
|
| Matarin Capital Management, LLC |
New York, NY |
Q4 2020
|
184
|
$409M
|
| MATAURO, LLC |
New York, NY |
Q3 2026
|
169
|
$814M
|
| MATHER GROUP, LLC. |
Chicago, IL |
Q3 2026
|
2,264
|
$11.8B
|
| Mathes Company, Inc. |
New York, NY |
Q2 2026
|
129
|
$322M
|
| Matisse Capital |
Portland, OR |
Q3 2026
|
184
|
$256M
|
| MATLINPATTERSON GLOBAL ADVISERS LLC |
New York, NY |
Q3 2019
|
1
|
$0
|
| MATRIX ASSET ADVISORS INC/NY |
White Plains, NY |
Q3 2026
|
100
|
$1.21B
|
| Matrix Capital Management Company, LP |
Portsmouth, NH |
Q2 2026
|
1
|
$0
|
| Matrix China Management III, L.P. |
Grand Cayman, Cayman Islands |
Q3 2022
|
2
|
$39.3M
|
| Matrix China Management IV, L.P. |
Grand Cayman, Cayman Islands |
Q3 2023
|
1
|
$64.3M
|
| MATRIX IX MANAGEMENT CO. LLC |
Cambridge, MA |
Q3 2022
|
1
|
$59.2M
|
| MATRIX PRIVATE CAPITAL GROUP LLC |
New York, NY |
Q2 2026
|
143
|
$230M
|
| Matrix Trust Co |
Denver, CO |
Q3 2026
|
102
|
$688k
|
| Matrix VIII US Management Co. LLC |
Cambridge, MA |
Q3 2020
|
2
|
$6.07M
|
| Matrix VII Management Co LLC |
Cambridge, MA |
Q4 2014
|
1
|
$45.0M
|
| MATRIX X MANAGEMENT CO., L.L.C. |
Cambridge, MA |
Q3 2023
|
1
|
$0
|
| Matson Money. Inc. |
Mason, OH |
Q3 2026
|
9
|
$3.57B
|
| Matterhorn Capital Management, LLC |
San Antonio, TX |
Q3 2016
|
54
|
$151M
|
| MATTERN CAPITAL MANAGEMENT, LLC |
Lakewood, CO |
Q3 2026
|
166
|
$856M
|
| Mattern Wealth Management LLC |
Lawrence, KS |
Q3 2026
|
175
|
$616M
|
| MATTERS CAPITAL LLC |
Miami, FL |
Q3 2026
|
75
|
$144M
|
| Matthew 25 Management Corp |
Ambler, PA |
Q3 2026
|
20
|
$345M
|
| Matthew Goff Investment Advisor, LLC |
Houston, TX |
Q3 2026
|
107
|
$672M
|
| MATTHEWS INTERNATIONAL CAPITAL MANAGEMENT LLC |
San Francisco, CA |
Q3 2026
|
32
|
$241M
|
| Mattson Financial Services, LLC |
Kentwood, MI |
Q2 2026
|
235
|
$478M
|
| Maven Securities LTD |
St Helier, Jersey |
Q3 2026
|
665
|
$1.60B
|
| Maven Ventures Partners II, LLC |
Palo Alto, CA |
Q3 2023
|
1
|
$958k
|
| MAVERICK CAPITAL LTD |
Dallas, TX |
Q2 2026
|
179
|
$11.1B
|
| Maveron General Partner III LLC |
Seattle, WA |
Q3 2018
|
1
|
$46.7M
|
| 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 |
Q3 2026
|
143
|
$13.6B
|
| Maxele Advisors, LLC |
Webster Groves, MO |
Q3 2026
|
97
|
$139M
|
| Maxi Investments CY Ltd |
Limassol, Cyprus |
Q3 2026
|
65
|
$545M
|
| Maxim Capital Management LLC |
San Francisco, CA |
Q2 2020
|
39
|
$112M
|
| Maxwell Wealth Strategies Inc. |
Pleasanton, CA |
Q4 2024
|
110
|
$245M
|
| Mayar Capital Ltd. |
London, United Kingdom |
Q3 2026
|
16
|
$78.8M
|
| Mayfair Advisory Group, LLC |
Birmingham, AL |
Q3 2026
|
186
|
$345M
|
| 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
|
$39.6M
|
| Mayfield XII Management, L.L.C. |
Menlo Park, CA |
Q3 2015
|
1
|
$32.1M
|
| Mayfield XIV Management (UGP), Ltd. |
Menlo Park, CA |
Q1 2022
|
1
|
$0
|
| Mayflower Financial Advisors, LLC |
Boston, MA |
Q3 2026
|
482
|
$1.18B
|
| May Hill Capital, LLC |
Cohasset, MA |
Q3 2026
|
268
|
$510M
|
| Mayo Clinic |
Rochester, MN |
Q3 2024
|
3
|
$2.90M
|
| MAYPORT, LLC |
Newton, MA |
Q3 2026
|
152
|
$693M
|
| MayTech Global Investments, LLC |
New York, NY |
Q2 2026
|
22
|
$900M
|
| Maytree Asset Management Ltd |
Hong Kong |
Q3 2026
|
19
|
$193M
|
| Maytus Capital Management, LLC |
New York, NY |
Q2 2026
|
62
|
$636M
|
| MAZAMA CAPITAL MANAGEMENT INC |
Portland, OR |
Q2 2016
|
1
|
$0
|
| MBA Advisors LLC |
Hermitage, PA |
Q3 2026
|
169
|
$304M
|
| MBB PUBLIC MARKETS I LLC |
Chicago, IL |
Q2 2026
|
26
|
$926M
|
| MBE Wealth Management, LLC |
Tomah, WI |
Q3 2026
|
174
|
$284M
|
| MB Generational Wealth, LLC |
Spokane, WA |
Q3 2026
|
64
|
$196M
|
| MB, LEVIS & ASSOCIATES, LLC |
Center Valley, PA |
Q3 2026
|
250
|
$273M
|
| MBL Wealth, LLC |
Charlotte, NC |
Q3 2026
|
687
|
$1.67B
|
| MBM WEALTH CONSULTANTS, LLC |
Chesterfield, MO |
Q3 2026
|
119
|
$546M
|
| McAdam, LLC |
Philadelphia, PA |
Q3 2026
|
541
|
$2.66B
|
| McAdams Wright Ragen, Inc. |
Seattle, WA |
Q3 2014
|
422
|
$1.79B
|
| McAlister, Sweet & Associates, Inc. |
Houston, TX |
Q3 2026
|
35
|
$158M
|
| McAlvany Wealth Management LLC |
Durango, CO |
Q3 2026
|
47
|
$165M
|
| McBroom & Associates, LLC |
Las Vegas, NV |
Q3 2026
|
33
|
$165M
|
| McCarley & Cook Financial Planners |
Cincinnati, OH |
Q3 2026
|
275
|
$132M
|
| MCCARTER PRIVATE WEALTH SERVICES LLC |
Boston, MA |
Q3 2026
|
227
|
$295M
|
| McCarthy Asset Management, Inc. |
Redwood Shores, CA |
Q3 2026
|
28
|
$209M
|
| McCarthy Capital Corp |
Omaha, NE |
Q3 2015
|
1
|
$69.0M
|
| McCarthy & Cox |
Marysville, OH |
Q4 2025
|
18
|
$8.25M
|
| McCartney Wealth Management LLC |
Clayton, MO |
Q3 2026
|
66
|
$134M
|
| MCCLAIN VALUE MANAGEMENT LLC |
New Canaan, CT |
Q2 2020
|
21
|
$50.9M
|
| McClarren Financial Advisors, Inc. |
State College, PA |
Q3 2026
|
84
|
$198M
|
| McCollum Christoferson Group LLC |
Amherst, NY |
Q3 2026
|
88
|
$343M
|
| McCutchen Group LLC |
Seattle, WA |
Q3 2022
|
22
|
$464M
|
| MCDANIEL TERRY & CO |
Austin, TX |
Q3 2026
|
81
|
$1.34B
|
| MCDONALD CAPITAL INVESTORS INC/CA |
Orinda, CA |
Q3 2026
|
20
|
$1.22B
|
| MCDONALD PARTNERS LLC |
Cleveland, OH |
Q3 2026
|
617
|
$423M
|
| McDonough Capital Management, Inc |
Orlando, FL |
Q3 2026
|
53
|
$212M
|
| McElhenny Sheffield Capital Management, LLC |
Dallas, TX |
Q3 2026
|
90
|
$431M
|
| MCF Advisors LLC |
Lexington, KY |
Q3 2026
|
425
|
$2.81B
|
| McGinn Penninger Investment Management, Inc. |
Alexandria, VA |
Q3 2026
|
35
|
$167M
|
| MCGLINN CAPITAL MANAGEMENT INC |
Wyomissing, PA |
Q3 2015
|
53
|
$33.1M
|
| McGlone Suttner Wealth Management, Inc. |
Appleton, WI |
Q3 2026
|
200
|
$861M
|
| McGowan Group Asset Management, Inc. |
Dallas, TX |
Q2 2026
|
154
|
$823M
|
| McGrath & Associates, Inc. |
Asheville, NC |
Q3 2026
|
44
|
$89.8M
|
| MCGUIRE CAPITAL ADVISORS INC |
Bethany, OK |
Q2 2026
|
915
|
$183M
|
| McGuire Investment Group, LLC |
Wakefield, RI |
Q3 2026
|
132
|
$1.12B
|
| McHugh Group, LLC |
Bratenahl, OH |
Q3 2026
|
88
|
$204M
|
| McIlrath & Eck, LLC |
Arlington, WA |
Q1 2026
|
1,645
|
$1.35B
|
| MCINTYRE FREEDMAN & FLYNN INVESTMENT ADVISERS INC |
Orleans, MA |
Q3 2026
|
79
|
$169M
|
| McKinley Alaska Private Investment, LLC |
Anchorage, AK |
Q1 2024
|
1
|
$148k
|
| MCKINLEY CAPITAL MANAGEMENT LLC |
Anchorage, AK |
Q2 2024
|
115
|
$571M
|
| McKinley Carter Wealth Services, Inc. |
Wheeling, WV |
Q3 2026
|
330
|
$1.96B
|
| McKinney Capital Management, LLC |
Houston, TX |
Q3 2026
|
86
|
$254M
|
| McLaughlin Asset Management, Inc. |
Danville, IL |
Q3 2026
|
94
|
$127M
|
| McLean Asset Management Corp |
Tysons, VA |
Q3 2026
|
177
|
$750M
|
| McMillan Office, Inc. |
St. Clair Shores, MI |
Q3 2026
|
508
|
$892M
|
| MCMILLION CAPITAL MANAGEMENT INC |
Greensboro, NC |
Q2 2023
|
196
|
$112M
|
| McMill Wealth Management |
Norfolk, NE |
Q3 2026
|
61
|
$440M
|
| MCMORGAN & CO LLC |
San Francisco, CA |
Q2 2026
|
37
|
$664M
|
| McNamara Financial Services, Inc. |
Marshfield, MA |
Q3 2026
|
106
|
$585M
|
| McNaughton Wealth Management, LLC |
San Diego, CA |
Q3 2026
|
75
|
$286M
|
| McQueen, Ball & Associates Inc. |
Bethlehem, PA |
Q4 2018
|
113
|
$156M
|
| MCRAE CAPITAL MANAGEMENT INC |
Morristown, NJ |
Q3 2026
|
113
|
$540M
|
| MDE Group |
Morristown, NJ |
Q1 2015
|
58
|
$389M
|
| MD Financial Management Inc. |
Ottawa, Ontario, Canada |
Q4 2021
|
303
|
$4.15B
|
| MDP Global Investors II Ltd |
Chicago, IL |
Q1 2017
|
1
|
$422M
|
| M.D. Sass, LLC |
New York, NY |
Q2 2026
|
39
|
$1.51B
|
| MDV Management Company, L.L.C. |
Menlo Park, CA |
Q4 2014
|
5
|
$296M
|
| Meadowbrook Advisors Group, LLC |
Bedminster, NJ |
Q3 2026
|
155
|
$186M
|
| MeadowBrook Investment Advisors LLC |
Livonia, MI |
Q3 2026
|
194
|
$126M
|
| Meadowbrook Wealth Management, LLC |
Garden City, NY |
Q3 2026
|
72
|
$95.4M
|
| Meadow Creek Investment Management LLC |
Atlanta, GA |
Q3 2019
|
1,363
|
$5.09B
|
| Meadow Creek Wealth Advisors LLC |
Atlanta, GA |
Q3 2026
|
134
|
$170M
|
| MEAG MUNICH ERGO AssetManagement GmbH |
Munich, Germany |
Q4 2021
|
2
|
$162k
|
| MEAG MUNICH ERGO, Kapitalanlagegesellschaft mbH |
Munich, Germany |
Q2 2025
|
197
|
$3.54B
|
| M.E. ALLISON & CO., INC. |
San Antonio, TX |
Q3 2026
|
192
|
$178M
|
| MEANS INVESTMENT CO., INC. |
Bangor, ME |
Q3 2026
|
197
|
$1.38B
|
| Measured Risk Portfolios, Inc. |
San Diego, CA |
Q3 2026
|
64
|
$93.8M
|
| Measured Wealth Private Client Group, LLC |
Portsmouth, NH |
Q3 2026
|
738
|
$398M
|
| Mechanics Bank Trust Department |
Walnut Creek, CA |
Q3 2026
|
205
|
$798M
|
| Mechanics Financial Corp |
Mansfield, OH |
Q3 2026
|
291
|
$276M
|
| Medallion Wealth Advisors, LLC |
Farmington, CT |
Q3 2026
|
1,228
|
$329M
|
| MEDIATEL PARTNERS |
Fort Worth, TX |
Q3 2026
|
2
|
$29.8M
|
| MEDICI CAPITAL LLC |
Newport Beach, CA |
Q3 2026
|
7
|
$59.6M
|
| Medicxi Ventures Management (Jersey) Ltd |
St. Helier, Jersey |
Q3 2026
|
3
|
$127M
|
| Medina Value Partners, LLC |
Los Angeles, CA |
Q3 2026
|
23
|
$453M
|
| Mediolanum International Funds Ltd |
Dublin 1, Ireland |
Q3 2026
|
452
|
$11.8B
|
| Meditor Group Ltd |
Hamilton, Bermuda |
Q3 2024
|
4
|
$48.1M
|
| Meeder Advisory Services, Inc. |
Dublin, OH |
Q3 2026
|
718
|
$2.96B
|
| MEEDER ASSET MANAGEMENT INC |
Dublin, OH |
Q3 2026
|
2,209
|
$2.00B
|
| Meghalaya Partners, L.P. |
Greenwich, CT |
Q3 2019
|
19
|
$13.2M
|
| Meiji Yasuda America Inc |
New York, NY |
Q3 2026
|
57
|
$764M
|
| Meiji Yasuda Asset Management Co Ltd. |
Tokyo, Japan |
Q3 2026
|
606
|
$2.36B
|
| Meiji Yasuda Life Insurance Co |
Tokyo, Japan |
Q3 2026
|
233
|
$2.87B
|
| MEITAV INVESTMENT HOUSE LTD |
Bene-Beraq, Israel |
Q3 2026
|
300
|
$15.5B
|
| Meixler Investment Management, Ltd. |
Show Low, AZ |
Q3 2026
|
103
|
$184M
|
| Meketa Capital, LLC |
Westwood, MA |
Q4 2024
|
33
|
$44.6M
|
| MEKETA INVESTMENT GROUP INC /ADV |
Westwood, MA |
Q4 2025
|
28
|
$29.6M
|
| MELFA WEALTH MANAGEMENT, INC. |
Westborough, MA |
Q3 2026
|
199
|
$180M
|
| Melia Wealth LLC |
Tulsa, OK |
Q3 2026
|
30
|
$175M
|
| Melone Private Wealth, LLC |
Auburn Hills, MI |
Q3 2026
|
54
|
$255M
|
| Melqart Asset Management (UK) Ltd |
London, United Kingdom |
Q2 2026
|
40
|
$1.05B
|
| Melvin Capital Management LP |
New York, NY |
Q3 2023
|
1
|
$0
|
| Members Advisory Group LLC |
Williamsville, NY |
Q3 2026
|
43
|
$346M
|
| MEMBERS CAPITAL ADVISORS INC |
Madison, WI |
Q3 2026
|
7
|
$115M
|
| Members Trust Co |
Tampa, FL |
Q2 2026
|
288
|
$3.21B
|
| MEMBERS WEALTH LLC |
Media, PA |
Q3 2026
|
128
|
$200M
|
| Memorial Sloan Kettering Cancer Center |
New York, NY |
Q3 2023
|
3
|
$24.6M
|
| Menard Financial Group LLC |
Houston, TX |
Q3 2026
|
82
|
$202M
|
| Mendel Capital Management LLC |
Little Rock, AR |
Q3 2026
|
97
|
$201M
|
| Mendel Money Management |
Northbrook, IL |
Q3 2026
|
119
|
$277M
|
| MENDON CAPITAL ADVISORS CORP |
Key Largo, FL |
Q2 2026
|
90
|
$283M
|
| Mendota Financial Group, LLC |
Madison, WI |
Q3 2026
|
32
|
$161M
|
| Mengis Capital Management, Inc. |
Portland, OR |
Q3 2026
|
215
|
$673M
|
| MENLO ADVISORS LLC |
Menlo Park, CA |
Q2 2026
|
30
|
$228M
|
| Menlo Ventures Management, L.P. |
Menlo Park, CA |
Q3 2026
|
5
|
$241M
|
| MENORA MIVTACHIM HOLDINGS LTD. |
Ramat Gan, Israel |
Q2 2026
|
175
|
$25.6B
|
| Menta Capital LLC |
San Francisco, CA |
Q2 2019
|
470
|
$236M
|
| Meramec Financial Planners, LLC |
Saint Louis, MO |
Q3 2026
|
522
|
$294M
|
| Mercato Management Legacy, LLC |
Cottonwood Heights, UT |
Q3 2026
|
1
|
$62.7M
|
| MERCATO PARTNERS GROWTH III GP, LLC |
Cottonwood Heights, UT |
Q4 2025
|
1
|
$114M
|
| MERCATOR ASSET MANAGEMENT L P |
Boca Raton, FL |
Q3 2015
|
1
|
$28.3M
|
| Mercator Fund (Cayman Master) LP |
New York, NY |
Q4 2019
|
15
|
$125M
|
| Mercer Capital Advisers, Inc. |
Little Silver, NJ |
Q3 2021
|
149
|
$187M
|
| MERCER GLOBAL ADVISORS INC /ADV |
Denver, CO |
Q2 2026
|
3,717
|
$80.9B
|
| Mercer Investments LLC |
Boston, MA |
Q1 2024
|
9
|
$62.6M
|
| Merchants' Gate Capital LP |
New York, NY |
Q4 2014
|
1
|
$0
|
| Merck & Co., Inc. |
Rahway, NJ |
Q3 2026
|
13
|
$820M
|
| Mercuria Capital Strategies, LLC |
Houston, TX |
Q3 2026
|
30
|
$175M
|
| Meredith Wealth Planning |
Maryville, IL |
Q3 2026
|
80
|
$401M
|
| Merewether Investment Management, LP |
Dallas, TX |
Q2 2026
|
81
|
$5.31B
|
| MERIAN GLOBAL INVESTORS (UK) Ltd |
London, United Kingdom |
Q2 2020
|
384
|
$6.26B
|
| Meridian Financial Advisors, LLC |
Holliston, MA |
Q3 2026
|
154
|
$214M
|
| Meridian Financial Partners LLC |
Warrenton, VA |
Q3 2026
|
124
|
$306M
|
| MERIDIAN INVESTMENT COUNSEL INC. |
Lafayette, CA |
Q3 2026
|
230
|
$431M
|
| MERIDIAN MANAGEMENT CO |
Little Rock, AR |
Q3 2026
|
83
|
$435M
|
| Meridian Wealth Advisors, LLC |
Austin, TX |
Q3 2026
|
215
|
$893M
|
| Meridian Wealth Management, LLC |
Lexington, KY |
Q3 2026
|
785
|
$3.34B
|
| Meridian Wealth Partners, LLC |
Exton, PA |
Q3 2026
|
126
|
$812M
|
| Meridiem Capital Partners LP |
Dallas, TX |
Q2 2026
|
85
|
$2.17B
|
| Merion Investment Management LP |
Bay Harbor Islands, FL |
Q4 2017
|
1
|
$1.26M
|
| Meristem Family Wealth, LLC |
Minnetonka, MN |
Q3 2022
|
1
|
$0
|
| Meritage Group LP |
San Francisco, CA |
Q3 2026
|
13
|
$2.78B
|
| MERITAGE PORTFOLIO MANAGEMENT |
Overland Park, KS |
Q4 2025
|
323
|
$1.51B
|
| Meritas Wealth Management, LLC |
San Rafael, CA |
Q3 2026
|
73
|
$278M
|
| 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
|
$51.9M
|
| Meritech Capital Associates VI L.L.C. |
Palo Alto, CA |
Q3 2023
|
2
|
$45.3M
|
| Meritech Capital Associates V L.L.C. |
Palo Alto, CA |
Q2 2026
|
2
|
$151M
|
| Merited Wealth, LLC |
North Bay Village, FL |
Q3 2026
|
71
|
$144M
|
| Merit Financial Group, LLC |
Alpharetta, GA |
Q3 2026
|
12,256
|
$17.6B
|
| Merit Investment Management, LLC |
Wilmington, DE |
Q4 2013
|
34
|
$87.5M
|
| Meriwether Wealth & Planning, LLC |
Minden, LA |
Q3 2026
|
872
|
$222M
|
| Merk Investments LLC |
Palo Alto, CA |
Q3 2026
|
1
|
$1.19M
|
| Merkkuri Wealth Advisors LLC |
Hicksville, NY |
Q3 2026
|
78
|
$163M
|
| Merlin Capital, Inc |
Newport, RI |
Q1 2024
|
52
|
$33.5M
|
| Meros Investment Management, LP |
Dallas, TX |
Q2 2026
|
50
|
$315M
|
| Merriman Wealth Management, LLC |
Seattle, WA |
Q4 2024
|
211
|
$2.40B
|
| Merrion Investment Management Co, LLC |
Cranford, NJ |
Q3 2026
|
109
|
$202M
|
| Merrithew & Thorsten Inc |
San Diego, CA |
Q3 2026
|
19
|
$111M
|
| Meru Capital Group, LP |
New York, NY |
Q3 2020
|
14
|
$30.6M
|
| MESIROW FINANCIAL INVESTMENT MANAGEMENT - Fixed Income |
Chicago, IL |
Q4 2024
|
14
|
$98.4M
|
| Mesirow Financial Investment Management, Inc. |
Chicago, IL |
Q3 2026
|
552
|
$6.47B
|
| Mesirow Institutional Investment Management, Inc. |
Chicago, IL |
Q4 2024
|
131
|
$1.30B
|
| MESSNER & SMITH THEME VALUE INVESTMENT MANAGEMENT LTD /CA/ |
San Diego, CA |
Q1 2018
|
115
|
$60.3M
|
| Metalmark Capital LLC |
New York, NY |
Q3 2014
|
2
|
$4.07M
|
| Metalmark Management II LLC |
New York, NY |
Q1 2017
|
1
|
$46.7M
|
| Metatron Capital SICAV plc |
Mriehel, Malta |
Q4 2021
|
111
|
$105M
|
| Metatron Capital SICAV plc - Metatron Long Term Equity Fund |
Birkirkara, Malta |
Q3 2026
|
60
|
$207M
|
| Metavasi Capital LP |
Larchmont, NY |
Q2 2026
|
25
|
$257M
|
| Meteora Capital, LLC |
Boca Raton, FL |
Q2 2026
|
444
|
$1.21B
|
| Metis Global Partners, LLC |
San Diego, CA |
Q3 2026
|
698
|
$4.64B
|
| MetLife Inc |
New York, NY |
Q2 2026
|
6
|
$13.1M
|
| MetLife Investment Management, LLC |
Whippany, NJ |
Q2 2026
|
2,884
|
$22.1B
|
| Metropolis Capital Ltd |
Amersham, United Kingdom |
Q3 2026
|
16
|
$3.63B
|
| METROPOLITAN CAPITAL ADVISORS INC |
New York, NY |
Q4 2015
|
29
|
$50.3M
|
| Metropolitan Life Insurance Co/NY |
New York, NY |
Q2 2026
|
11
|
$357M
|
| MEYER HANDELMAN CO |
Rye Brook, NY |
Q3 2026
|
287
|
$3.49B
|
| Mezzasalma Advisors, LLC |
Tinton Falls, NJ |
Q3 2026
|
159
|
$493M
|
| MFA WEALTH ADVISORS, LLC |
Pittsburgh, PA |
Q3 2026
|
93
|
$589M
|
| MFA Wealth Services |
Thousand Oaks, CA |
Q3 2026
|
133
|
$169M
|
| MFF Capital Investments Ltd |
Sydney, Australia |
Q3 2026
|
26
|
$1.53B
|
| MFG Investments, LLC |
Medford, NJ |
Q3 2026
|
79
|
$92.8M
|
| MFG WEALTH MANAGEMENT, INC. |
Indianapolis, IN |
Q3 2026
|
62
|
$138M
|
| M Financial Asset Management, Inc. |
Portland, OR |
Q4 2024
|
9
|
$20.7M
|
| MFN Partners Management, LP |
Boston, MA |
Q3 2026
|
17
|
$4.77B
|
| MGB Wealth Management, LLC |
Addison, TX |
Q4 2025
|
308
|
$350M
|
| MGG Investment Group LP |
New York, NY |
Q3 2024
|
1
|
$1.36M
|
| M&G INVESTMENT MANAGEMENT LTD |
London, United Kingdom |
Q4 2023
|
341
|
$28.2B
|
| M&G Investments (USA) Inc. |
Chicago, IL |
Q4 2023
|
43
|
$101M
|
| MGO ONE SEVEN LLC |
Beachwood, OH |
Q3 2026
|
1,554
|
$6.07B
|
| M&G PLC |
London, United Kingdom |
Q3 2026
|
349
|
$19.9B
|
| MH & ASSOCIATES SECURITIES MANAGEMENT CORP /ADV |
Carlsbad, CA |
Q3 2026
|
102
|
$115M
|
| MHI Funds, LLC |
Woodstock, NY |
Q1 2020
|
35
|
$34.7M
|
| M Holdings Securities, Inc. |
Portland, OR |
Q3 2026
|
620
|
$1.60B
|
| MHR FUND MANAGEMENT LLC |
New York, NY |
Q2 2026
|
11
|
$1.92B
|
| 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
|
$62.9M
|
| MIC Capital Management UK LLP |
London, United Kingdom |
Q3 2026
|
13
|
$463M
|
| 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
|
$103M
|
| Michael Brady & Co., LLC |
Westlake, OH |
Q3 2026
|
55
|
$110M
|
| Michael J. Porro & Co. Financial Advisors, Inc. |
Old Tappan, NJ |
Q3 2026
|
134
|
$166M
|
| Michael & Susan Dell Foundation |
New York, NY |
Q2 2026
|
7
|
$3.79B
|
| Michels Family Financial, LLC |
Fort Worth, TX |
Q3 2026
|
154
|
$162M
|
| Michelson Medical Research Foundation, Inc. |
Los Angeles, CA |
Q2 2026
|
21
|
$108M
|
| Mid-American Wealth Advisory Group, Inc. |
Kansas City, MO |
Q3 2026
|
74
|
$287M
|
| MIDAS MANAGEMENT CORP |
New York, NY |
Q2 2019
|
161
|
$231M
|
| MidAtlantic Capital Management, Inc. |
Richmond, VA |
Q3 2026
|
251
|
$166M
|
| MID ATLANTIC FINANCIAL MANAGEMENT INC/ADV |
Pittsburgh, PA |
Q3 2021
|
913
|
$1.49B
|
| MID CONTINENT CAPITAL LLC/IL |
Chicago, IL |
Q3 2015
|
413
|
$1.54B
|
| MIDDLETON & CO INC/MA |
Boston, MA |
Q3 2026
|
163
|
$943M
|
| MidFirst Bank |
Denver, CO |
Q2 2026
|
943
|
$1.41B
|
| MIDLAND WEALTH ADVISORS, LLC |
Effingham, IL |
Q3 2026
|
159
|
$2.16B
|
| Midway Capital Research & Management |
Chicago, IL |
Q3 2026
|
50
|
$118M
|
| Midwest Capital Advisors, LLC |
Grand Rapids, MI |
Q3 2026
|
233
|
$280M
|
| Midwestern Financial, LLC /IA |
Iowa City, IA |
Q3 2026
|
55
|
$146M
|
| Midwest Financial Group LLC |
Overland Park, KS |
Q3 2026
|
138
|
$295M
|
| Midwest Financial Network, LLC |
Tinley Park, IL |
Q3 2026
|
105
|
$147M
|
| Midwest Financial Partners Investments, Inc. |
St. Cloud, MN |
Q3 2026
|
80
|
$260M
|
| Midwest Heritage Bank, FSB |
West Des Moines, IA |
Q3 2026
|
52
|
$342M
|
| MIDWEST INVESTMENT MANAGEMENT LLC |
Cleveland, OH |
Q3 2017
|
55
|
$121M
|
| MIdWestOne Financial Group, Inc. |
Iowa City, IA |
Q4 2025
|
390
|
$900M
|
| Midwest Professional Planners, LTD. |
Wausau, WI |
Q3 2026
|
141
|
$506M
|
| Midwest Trust Co |
Overland Park, KS |
Q3 2026
|
633
|
$8.99B
|
| Midwest Wealth Management Inc. |
Indianapolis, IN |
Q1 2022
|
102
|
$165M
|
| MIG Capital, LLC |
Newport Beach, CA |
Q4 2025
|
43
|
$589M
|
| Migdal Insurance & Financial Holdings Ltd. |
Petach Tikva, Israel |
Q3 2026
|
372
|
$16.3B
|
| 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
|
$92.8M
|
| Milestone Advisory Partners |
Southern Pines, NC |
Q3 2023
|
70
|
$120M
|
| Milestone Asset Management Group, LLC |
Avon, CT |
Q3 2026
|
136
|
$216M
|
| MILESTONE ASSET MANAGEMENT, LLC |
Pittsburgh, PA |
Q3 2026
|
301
|
$631M
|
| Milestone Investment Advisors LLC |
Middleton, WI |
Q3 2026
|
138
|
$461M
|
| Milestone Resources Group Ltd |
Difc, United Arab Emirates |
Q3 2026
|
9
|
$1.48B
|
| Milestones Administradora de Recursos Ltda. |
Jaragua Do Sul, Brazil |
Q3 2026
|
18
|
$557M
|
| Milestones Private Investment Advisors LLC |
Fairport, NY |
Q3 2026
|
73
|
$123M
|
| MILESTONE WEALTH, LLC |
Buffalo, NY |
Q3 2022
|
1,859
|
$89.5M
|
| MILFAM LLC |
Stuart, FL |
Q3 2026
|
15
|
$144M
|
| MILFORD FUNDS LTD |
Auckland, New Zealand |
Q2 2026
|
92
|
$6.14B
|
| Militia Capital Management LLC |
Austin, TX |
Q3 2026
|
314
|
$713M
|
| Militia Capital Partners, LP |
Austin, TX |
Q4 2025
|
215
|
$266M
|
| MILLBANK DARTMOOR PORTSMOUTH LLC |
Asheville, NC |
Q2 2026
|
2
|
$176M
|
| Millburn Ridgefield LLC /DE/ |
New York, NY |
Q3 2026
|
39
|
$5.45B
|
| Mill Capital Management, LLC |
Concord, NC |
Q3 2026
|
128
|
$1.52B
|
| Mill Creek Capital Advisors, LLC |
Conshohocken, PA |
Q1 2026
|
260
|
$4.87B
|
| Millennium Capital Advisors, LLC |
Little Rock, AR |
Q3 2026
|
137
|
$190M
|
| MILLENNIUM MANAGEMENT LLC |
New York, NY |
Q2 2026
|
5,798
|
$148B
|
| Millennium TVP Management Co., LLC |
New York, NY |
Q4 2021
|
6
|
$93.1M
|
| Miller Capital Partners, Inc. |
Troy, MI |
Q3 2026
|
253
|
$239M
|
| Miller Financial Services LLC |
Marshall, MI |
Q3 2026
|
159
|
$131M
|
| Miller Global Investments, LLC |
Dallas, TX |
Q3 2026
|
327
|
$124M
|
| MILLER GREEN FINANCIAL SERVICES INC /ADV |
Spring, TX |
Q4 2018
|
4
|
$17.6M
|
| MILLER HOWARD INVESTMENTS INC /NY |
Kingston, NY |
Q3 2026
|
159
|
$3.72B
|
| Miller Investment Management, LP |
West Conshohocken, PA |
Q3 2026
|
85
|
$1.13B
|
| Miller Value Partners, LLC |
Sarasota, FL |
Q2 2026
|
56
|
$423M
|
| MILLER WEALTH ADVISORS, LLC |
Ouray, CO |
Q3 2026
|
122
|
$263M
|
| MILLIE CAPITAL MANAGEMENT, LLC |
Walnut Creek, CA |
Q4 2017
|
73
|
$119M
|
| Milliman Financial Risk Management LLC |
Chicago, IL |
Q3 2022
|
9
|
$6.40B
|
| Millington Financial Advisors, LLC |
Naperville, IL |
Q2 2026
|
128
|
$254M
|
| MILLINGTON SECURITIES, LLC |
Red Bank, NJ |
Q1 2026
|
404
|
$362M
|
| Millrace Asset Group, Inc. |
Berwyn, PA |
Q3 2024
|
70
|
$98.4M
|
| Mill Road Capital Management LLC |
Greenwich, CT |
Q2 2026
|
23
|
$203M
|
| Millstone Evans Group, LLC |
Boulder, CO |
Q3 2026
|
884
|
$186M
|
| Millstreet Capital Management LLC |
Boston, MA |
Q2 2026
|
2
|
$368M
|
| Mills Wealth Advisors LLC |
Southlake, TX |
Q3 2026
|
78
|
$316M
|
| MilWealth Group LLC |
Milwaukee, WI |
Q3 2026
|
86
|
$464M
|
| MINDSET WEALTH MANAGEMENT, LLC |
Indianapolis, IN |
Q3 2026
|
198
|
$562M
|
| Mine & Arao Wealth Creation & Management, LLC. |
Campbell, CA |
Q3 2026
|
79
|
$280M
|
| Minerva Advisors LLC |
Bala Cynwyd, PA |
Q3 2026
|
46
|
$158M
|
| MinichMacGregor Wealth Management, LLC |
Saratoga Springs, NY |
Q3 2026
|
159
|
$620M
|
| Mink Brook Asset Management LLC |
West Palm Beach, FL |
Q3 2026
|
59
|
$212M
|
| Minneapolis Portfolio Management Group, LLC |
Wayzata, MN |
Q3 2026
|
34
|
$994M
|
| MINOT CAPITAL, LP |
Broomfield, CO |
Q3 2024
|
6
|
$353M
|
| Minot DeBlois Advisors LLC |
Boston, MA |
Q3 2026
|
236
|
$118M
|
| Minot Wealth Management LLC |
Westwood, MA |
Q2 2022
|
185
|
$389M
|
| Mint Tower Capital Management B.V. |
Amsterdam, Netherlands |
Q3 2026
|
387
|
$546M
|
| MIO PARTNERS, INC. |
New York, NY |
Q3 2026
|
4
|
$136M
|
| Mirabaud Asset Management (France) SAS |
Paris, France |
Q3 2026
|
19
|
$155M
|
| Mirabaud Asset Management Ltd |
London, United Kingdom |
Q3 2026
|
49
|
$108M
|
| Mirabaud & Cie SA |
Geneva, Switzerland |
Q3 2026
|
52
|
$259M
|
| MIRABELLA FINANCIAL SERVICES LLP |
London, United Kingdom |
Q3 2026
|
89
|
$590M
|
| Mirador Capital Partners LP |
Pleasanton, CA |
Q3 2026
|
224
|
$859M
|
| MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. |
Causeway Bay, Hong Kong |
Q2 2026
|
4,509
|
$83.9B
|
| Mirae Asset Global Investments Co., Ltd. |
Seoul, South Korea |
Q3 2026
|
2,335
|
$56.7B
|
| MIRAE ASSET SECURITIES (USA) INC. |
New York, NY |
Q3 2026
|
108
|
$2.28B
|
| Miramar Capital, LLC |
Northbrook, IL |
Q2 2026
|
57
|
$455M
|
| Miramar Fiduciary Corp |
Reno, NV |
Q3 2026
|
5
|
$109M
|
| MIRAMONTES CAPITAL, LLC |
Newport, CA |
Q3 2026
|
144
|
$331M
|
| MIRIA Asset Management Ltd |
St.Julians, Malta |
Q3 2024
|
11
|
$25.7M
|
| MIROVA |
Paris, France |
Q3 2026
|
179
|
$2.71B
|
| Mirova US LLC |
Boston, MA |
Q3 2026
|
45
|
$9.15B
|
| MIRSKY FINANCIAL MANAGEMENT CORP. |
Rochester, NY |
Q4 2021
|
54
|
$242M
|
| MISHPACHA HOLDINGS CORP |
Rio de Janeiro, Brazil |
Q3 2026
|
3
|
$219M
|
| Mission Creek Capital Partners, Inc. |
San Francisco, CA |
Q3 2026
|
249
|
$688M
|
| Mission Financial Group, LLC |
Honolulu, HI |
Q3 2026
|
156
|
$127M
|
| Mission Hills Financial Advisory, LLC |
San Diego, CA |
Q3 2026
|
102
|
$248M
|
| MISSION WEALTH MANAGEMENT, LP |
Santa Barbara, CA |
Q3 2026
|
781
|
$6.18B
|
| Missouri Education Pension Trust |
Jefferson City, MO |
Q2 2026
|
2
|
$273M
|
| Missouri Trust & Investment Co |
Springfield, MO |
Q3 2026
|
205
|
$371M
|
| MITCHELL CAPITAL MANAGEMENT CO |
Leawood, KS |
Q3 2026
|
112
|
$643M
|
| MITCHELL GROUP INC |
Houston, TX |
Q1 2019
|
31
|
$94.0M
|
| MITCHELL MCLEOD PUGH & WILLIAMS INC |
Mobile, AL |
Q3 2026
|
394
|
$855M
|
| MITCHELL & PAHL PRIVATE WEALTH, LLC |
Oklahoma City, OK |
Q3 2026
|
147
|
$277M
|
| MITCHELL SINKLER & STARR/PA |
Philadelphia, PA |
Q3 2026
|
155
|
$247M
|
| Mithaq Capital SPC |
Al Malqa, Riyadh, Saudi Arabia |
Q3 2026
|
3
|
$191M
|
| Mithril II GP LP |
Austin, TX |
Q3 2025
|
3
|
$64.5M
|
| Mitra Capital LLC |
Boston, MA |
Q3 2017
|
11
|
$10.2M
|
| Mitsubishi UFJ Asset Management Co., Ltd. |
Tokyo, Japan |
Q3 2026
|
1,652
|
$194B
|
| Mitsubishi UFJ Asset Management (UK) Ltd. |
London, United Kingdom |
Q3 2026
|
106
|
$213M
|
| MITSUBISHI UFJ FINANCIAL GROUP INC |
New York, NY |
Q3 2026
|
4
|
$70.7B
|
| Mitsubishi UFJ Morgan Stanley Securities Co., Ltd. |
Tokyo, Japan |
Q3 2026
|
176
|
$38.7M
|
| Mitsubishi UFJ Securities Holdings Co., Ltd. |
Tokyo, Japan |
Q3 2020
|
54
|
$69.4M
|
| MITSUBISHI UFJ SECURITIES (USA), Inc. |
New York, NY |
Q3 2015
|
1
|
$0
|
| Mitsubishi UFJ Trust & Banking Corp |
Tokyo, Japan |
Q3 2026
|
2,641
|
$47.2B
|
| Mitsui Sumitomo Insurance Co Ltd |
Tokyo, Japan |
Q3 2026
|
1
|
$3.97B
|
| Mittelman Wealth Management |
Andover, MA |
Q2 2026
|
53
|
$151M
|
| MITTLEMAN INVESTMENT MANAGEMENT, LLC |
Melville, NY |
Q2 2022
|
4
|
$17.4M
|
| Miura Global Management, LLC |
New York, NY |
Q3 2026
|
1
|
$0
|
| Mivtachim The Workers Social Insurance Fund Ltd. (Under Special Management) |
Tel Aviv, Israel |
Q3 2026
|
65
|
$659M
|
| Mizuho Asset Management Co.,Ltd. |
Tokyo, Japan |
Q3 2016
|
664
|
$462M
|
| Mizuho Bank, Ltd. |
Tokyo, Japan |
Q3 2026
|
5
|
$378M
|
| MIZUHO FINANCIAL GROUP INC |
Chiyoda-Ku, Tokyo, Japan |
Q3 2026
|
1
|
$7.87M
|
| MIZUHO MARKETS AMERICAS LLC |
New York, NY |
Q3 2026
|
281
|
$6.12B
|
| Mizuho Markets Cayman LP |
New York, NY |
Q3 2026
|
97
|
$2.12B
|
| Mizuho Securities Co. Ltd. |
Tokyo, Japan |
Q3 2026
|
19
|
$3.98M
|
| MIZUHO SECURITIES USA LLC |
New York, NY |
Q3 2026
|
736
|
$6.24B
|
| MIZUHO SECURITIES USA LLC |
New York, NY |
Q1 2025
|
664
|
$4.64B
|
| Mizuho Trust & Banking Co., Ltd. |
Tokyo, Japan |
Q2 2021
|
1
|
$0
|
| MJP ASSOCIATES INC /ADV |
Farmington, CT |
Q3 2026
|
231
|
$948M
|
| MJT & Associates Financial Advisory Group, Inc. |
Montevideo, MN |
Q3 2026
|
437
|
$155M
|
| MKA Charitable Fund |
San Francisco, CA |
Q3 2026
|
1
|
$249M
|
| MKD WEALTH COACHES, LLC |
Troy, MI |
Q3 2026
|
34
|
$121M
|
| MKP Capital Management, L.L.C. |
New York, NY |
Q3 2026
|
23
|
$3.26B
|
| M. Kraus & Co |
Shelburne, VT |
Q3 2026
|
84
|
$373M
|
| MKT Advisors LLC |
Carlsbad, CA |
Q3 2026
|
147
|
$312M
|
| M. Kulyk & Associates, LLC |
Decatur, GA |
Q3 2026
|
103
|
$599M
|
| M & L Capital Management Ltd |
London, United Kingdom |
Q3 2026
|
24
|
$482M
|
| MLG Wealth Management DBA Pine Grove Financial Group |
Woodbury, MN |
Q3 2026
|
224
|
$1.03B
|
| MLP3, LLC |
Linwood, NJ |
Q3 2026
|
110
|
$116M
|
| ML & R WEALTH MANAGEMENT LLC |
Austin, TX |
Q1 2024
|
70
|
$435M
|
| MMA ASSET MANAGEMENT LLC |
New York, NY |
Q3 2026
|
189
|
$315M
|
| MMBG INVESTMENT ADVISORS CO. |
Miami, FL |
Q3 2026
|
179
|
$1.35B
|
| MMCAP International Inc. SPC |
Grand Cayman, Cayman Islands |
Q3 2026
|
322
|
$1.52B
|
| MM Capital LLC |
New York, NY |
Q3 2021
|
1
|
$0
|
| MML INVESTORS SERVICES, LLC |
Springfield, MA |
Q3 2026
|
2,910
|
$32.8B
|
| Mn Services Vermogensbeheer B.V. |
The Hague, Netherlands |
Q3 2026
|
428
|
$13.4B
|
| MN Wealth Advisors, LLC |
Overland Park, KS |
Q3 2026
|
140
|
$247M
|
| Moab Capital Partners LLC |
Short Hills, NJ |
Q3 2021
|
21
|
$41.0M
|
| Mobius Capital Management, LLC |
Pleasanton, CA |
Q3 2018
|
25
|
$138M
|
| Model Capital Management LLC |
Wellesley, MA |
Q1 2022
|
2
|
$422M
|
| Modera Wealth Management, LLC |
Westwood, NJ |
Q3 2026
|
674
|
$9.50B
|
| Modern Wealth Management, LLC |
Kansas City, MO |
Q2 2026
|
3,022
|
$8.37B
|
| Modus Advisors, LLC |
Excelsior, MN |
Q3 2026
|
119
|
$409M
|
| Moelis Asset Management LP |
New York, NY |
Q2 2023
|
1
|
$5.32M
|
| Moerus Capital Management LLC |
New York, NY |
Q3 2026
|
14
|
$222M
|
| MOGY JOEL R INVESTMENT COUNSEL INC |
Beverly Hills, CA |
Q3 2026
|
128
|
$1.87B
|
| Mohican Financial Management, LLC |
Wilton, CT |
Q2 2021
|
70
|
$256M
|
| Moisand Fitzgerald Tamayo, LLC |
Orlando, FL |
Q3 2026
|
677
|
$995M
|
| MOKAN Wealth Management Inc. |
Overland Park, KS |
Q2 2026
|
95
|
$262M
|
| Mokosak Advisory Group, LLC |
Urbandale, IA |
Q3 2026
|
43
|
$454M
|
| MOLLER WEALTH PARTNERS |
Northfield, IL |
Q3 2026
|
68
|
$545M
|
| Moloney Securities Asset Management, LLC |
Manchester, MO |
Q3 2025
|
497
|
$840M
|
| Momentous Wealth Management, Inc. |
Vancouver, WA |
Q3 2026
|
50
|
$206M
|
| Moment Partners, LLC |
San Francisco, CA |
Q3 2026
|
106
|
$638M
|
| Momentum Advisors, LLC |
New York, NY |
Q4 2022
|
83
|
$98.7M
|
| Momentum Wealth Planning, LLC |
Estero, FL |
Q3 2026
|
46
|
$140M
|
| Monaco Asset Management SAM |
Monaco |
Q3 2026
|
50
|
$267M
|
| Monarch Alternative Capital LP |
New York, NY |
Q2 2026
|
8
|
$703M
|
| MONARCH CAPITAL MANAGEMENT INC |
Fort Wayne, IN |
Q3 2026
|
130
|
$436M
|
| Monarch Partners Asset Management LLC |
Boston, MA |
Q4 2022
|
133
|
$339M
|
| Monashee Investment Management LLC |
Boston, MA |
Q3 2026
|
16
|
$33.4M
|
| Mondrian Investment Partners LTD |
London, United Kingdom |
Q3 2026
|
136
|
$5.39B
|
| MONECO ADVISORS, LLC |
Fairfield, CT |
Q3 2026
|
593
|
$1.71B
|
| Moneda S.A. Administradora General de Fondos |
Las Condes, Santiago, Chile |
Q2 2026
|
31
|
$122M
|
| MONEDA USA, INC. |
New York, NY |
Q3 2023
|
9
|
$54.5M
|
| MONETA GROUP INVESTMENT ADVISORS LLC |
St Louis, MO |
Q3 2026
|
887
|
$16.1B
|
| MONETARY MANAGEMENT GROUP INC |
St Louis, MO |
Q2 2026
|
336
|
$487M
|
| Monetary Solutions, Ltd |
Dayton, OH |
Q3 2026
|
636
|
$117M
|
| MONETTA FINANCIAL SERVICES INC |
Wheaton, IL |
Q3 2026
|
59
|
$149M
|
| MONEY CONCEPTS CAPITAL CORP |
Palm Beach Gardens, FL |
Q3 2026
|
624
|
$2.17B
|
| Money Design Co.,Ltd. |
Tokyo, Japan |
Q2 2025
|
72
|
$2.14B
|
| MONEYWISE, INC. |
Forest, VA |
Q3 2026
|
63
|
$105M
|
| MONIMUS CAPITAL MANAGEMENT, LP |
Woodbridge, NJ |
Q2 2026
|
56
|
$394M
|
| MONOGRAPH WEALTH ADVISORS, LLC |
Manhattan Beach, CA |
Q3 2026
|
159
|
$1.28B
|
| Monolith Management Ltd |
Hong Kong |
Q3 2026
|
20
|
$199M
|
| MONROE BANK & TRUST/MI |
Monroe, MI |
Q2 2019
|
106
|
$299M
|
| MONROE HALL ASSET MANAGEMENT LLC |
New York, NY |
Q4 2016
|
1
|
$0
|
| MONTAG A & ASSOCIATES INC |
Atlanta, GA |
Q3 2026
|
1,053
|
$2.33B
|
| MONTAG & CALDWELL, LLC |
Atlanta, GA |
Q2 2025
|
114
|
$457M
|
| MONTAGE INVESTMENTS, LLC |
Leawood, KS |
Q3 2016
|
247
|
$182M
|
| Montaka Global Pty Ltd |
Sydney, Australia |
Q3 2026
|
26
|
$231M
|
| Montanaro Asset Management Ltd |
London, United Kingdom |
Q3 2026
|
40
|
$284M
|
| MONTANOVA CAPITAL, LLC |
New York, NY |
Q2 2026
|
96
|
$4.76B
|
| MONTCHANIN ASSET MANAGEMENT, LLC |
Montchanin, DE |
Q3 2026
|
63
|
$104M
|
| Montecito Bank & Trust |
Santa Barbara, CA |
Q3 2026
|
451
|
$660M
|
| Monte Financial Group, LLC |
Guilford, CT |
Q3 2026
|
99
|
$298M
|
| Monterey Private Wealth, Inc. |
Monterey, CA |
Q1 2025
|
138
|
$339M
|
| Montgomery Financial Services LLC |
Ocean City, MD |
Q3 2026
|
370
|
$121M
|
| MONTGOMERY INVESTMENT MANAGEMENT INC |
Rockville, MD |
Q3 2026
|
105
|
$329M
|
| Montis Financial, LLC |
Waltham, MA |
Q3 2026
|
151
|
$484M
|
| Montpelier Re Holdings Ltd |
Pembroke, Bermuda |
Q1 2015
|
4
|
$235M
|
| MONTRUSCO BOLTON INVESTMENTS INC. |
Montreal, Quebec |
Q3 2026
|
85
|
$5.77B
|
| MontVue Capital Management, Inc. |
Lynchburg, VA |
Q3 2026
|
73
|
$171M
|
| Montz Harcus Wealth Management LLC |
New Orleans, LA |
Q3 2026
|
97
|
$285M
|
| MONUMENTAL FINANCIAL GROUP INC. |
Rockville, MD |
Q3 2024
|
42
|
$270M
|
| Monument Capital Management |
Alexandria, VA |
Q3 2026
|
255
|
$480M
|
| Monument Group Wealth Advisors, LLC |
Concord, MA |
Q3 2026
|
48
|
$213M
|
| Moody Aldrich Partners LLC |
Marblehead, MA |
Q3 2026
|
179
|
$523M
|
| MOODY LYNN LIEBERSON & WALKER, LLC |
Boston, MA |
Q3 2026
|
265
|
$1.93B
|
| MOODY NATIONAL BANK TRUST DIVISION |
Galveston, TX |
Q3 2026
|
788
|
$1.21B
|
| Moon Capital Management, LLC |
Knoxville, TN |
Q2 2020
|
40
|
$82.4M
|
| MOON CAPITAL MANAGEMENT LP |
New York, NY |
Q2 2026
|
14
|
$148M
|
| MOORE CAPITAL MANAGEMENT, LP |
New York, NY |
Q2 2026
|
745
|
$4.39B
|
| Moors & Cabot, Inc. |
Boston, MA |
Q3 2026
|
976
|
$2.65B
|
| MORA Capital Management LLC |
Miami, FL |
Q3 2026
|
508
|
$134M
|
| Morangie Management LLC |
New York, NY |
Q3 2026
|
36
|
$119M
|
| Moran Wealth Management, LLC |
Naples, FL |
Q3 2026
|
899
|
$3.64B
|
| Moreno Evelyn V |
Boston, MA |
Q4 2023
|
140
|
$212M
|
| Morey & Quinn Wealth Partners, LLC |
Omaha, NE |
Q3 2026
|
139
|
$153M
|
| Morgan Creek Capital Management, LLC |
Chapel Hill, NC |
Q3 2026
|
11
|
$136M
|
| MORGAN DEMPSEY CAPITAL MANAGEMENT LLC |
Milwaukee, WI |
Q3 2026
|
127
|
$218M
|
| MORGAN JESS S & CO INC |
Los Angeles, CA |
Q3 2022
|
36
|
$115M
|
| MorganRosel Wealth Management, LLC |
Highlands Ranch, CO |
Q2 2026
|
104
|
$296M
|
| MORGAN STANLEY |
New York, NY |
Q3 2026
|
45,241
|
$1.96T
|
| Morgan Stanley Institutional Investment Advisors LLC |
Greenwood Village, CO |
Q3 2026
|
5
|
$1.00B
|
| MORGENS WATERFALL VINTIADIS & CO INC |
New York, NY |
Q2 2026
|
18
|
$131M
|
| Morgenthaler Management Partners IX, LLC |
Portola Valley, CA |
Q4 2021
|
1
|
$0
|
| MORGUARD LINCLUDEN GLOBAL INVESTMENTS Ltd |
Mississauga, Ontario, Canada |
Q3 2026
|
67
|
$1.02B
|
| Mork Capital Management, LLC |
Healdsburg, CA |
Q2 2026
|
105
|
$156M
|
| Morling Financial Advisors, LLC |
Fremont, CA |
Q3 2026
|
144
|
$372M
|
| Morningstar Investment Management LLC |
Chicago, IL |
Q3 2026
|
304
|
$1.69B
|
| Morningstar Investment Services LLC |
Chicago, IL |
Q1 2025
|
134
|
$546M
|
| Morris Capital Advisors, LLC |
Malvern, PA |
Q3 2022
|
52
|
$106M
|
| MORRIS FINANCIAL CONCEPTS, INC. |
Mount Pleasant, SC |
Q2 2026
|
204
|
$326M
|
| Morrissey Wealth Management, LLC |
North Haven, CT |
Q2 2026
|
30
|
$159M
|
| Morse Asset Management, Inc |
Darien, CT |
Q3 2026
|
389
|
$579M
|
| Morton Brown Family Wealth, LLC |
Allentown, PA |
Q3 2026
|
412
|
$450M
|
| Morton Capital Management LLC/CA |
Calabasas, CA |
Q3 2026
|
154
|
$828M
|
| MORTON COMMUNITY BANK |
East Peoria, IL |
Q3 2026
|
205
|
$529M
|
| MOR Wealth Management, LLC |
Philadelphia, PA |
Q2 2026
|
122
|
$251M
|
| Mosaic Advisors LLC |
Houston, TX |
Q2 2026
|
35
|
$74.5M
|
| Mosaic Family Wealth, LLC |
St. Louis, MO |
Q4 2021
|
179
|
$384M
|
| MOSAIC FAMILY WEALTH PARTNERS, LLC |
St. Louis, MO |
Q3 2026
|
439
|
$1.51B
|
| MOSAIC FINANCIAL GROUP, LLC |
Chicago, IL |
Q3 2026
|
133
|
$163M
|
| Mosaic Financial Partners, Inc. |
San Francisco, CA |
Q2 2018
|
49
|
$152M
|
| MOSELEY INVESTMENT MANAGEMENT INC |
Bradenton, FL |
Q1 2026
|
163
|
$314M
|
| Moser Wealth Advisors, LLC |
Bellevue, WA |
Q2 2025
|
200
|
$208M
|
| Mosley Wealth Management |
Anaheim, CA |
Q3 2026
|
806
|
$343M
|
| Moss Adams Wealth Advisors LLC |
Seattle, WA |
Q3 2026
|
506
|
$1.53B
|
| MOTCO |
San Antonio, TX |
Q3 2026
|
1,052
|
$1.22B
|
| Motiv8 Investments LLC |
Port St. Lucie, FL |
Q4 2025
|
1,068
|
$183M
|
| Motive Capital Fund I GP, LP |
New York, NY |
Q4 2020
|
1
|
$275M
|
| MOTIVE WEALTH ADVISORS |
Birmingham, MI |
Q3 2026
|
103
|
$249M
|
| Motley Fool Asset Management LLC |
Alexandria, VA |
Q3 2026
|
256
|
$2.64B
|
| Motley Fool Wealth Management, LLC |
Alexandria, VA |
Q2 2026
|
19
|
$6.59M
|
| MOULTON WEALTH MANAGEMENT, INC |
Spokane, WA |
Q3 2026
|
63
|
$148M
|
| Mountain Capital Investment Advisors Inc. |
Westminster, CO |
Q3 2026
|
94
|
$719M
|
| Mountain Capital Management, LLC |
Houston, TX |
Q3 2026
|
1
|
$0
|
| Mountaineer Partners Management, LLC |
New York, NY |
Q3 2026
|
28
|
$159M
|
| Mountain Hill Investment Partners Corp. |
Atlantic Highlands, NJ |
Q3 2026
|
168
|
$184M
|
| Mountain Lake Investment Management LLC |
San Francisco, CA |
Q2 2026
|
31
|
$161M
|
| MOUNTAIN PACIFIC INVESTMENT ADVISERS LLC |
Boise, ID |
Q3 2026
|
147
|
$610M
|
| Mountain Road Advisors, LLC |
New York, NY |
Q3 2020
|
17
|
$113M
|
| Mount Capital Ltd |
London, United Kingdom |
Q3 2026
|
19
|
$318M
|
| Mount Kellett Capital Management LP |
New York, NY |
Q3 2017
|
3
|
$61.0M
|
| Mount Lucas Management LP |
Newtown, PA |
Q3 2026
|
160
|
$244M
|
| MOUNT VERNON ASSOCIATES INC /MD/ |
Baltimore, MD |
Q3 2026
|
58
|
$150M
|
| Mowery & Schoenfeld Wealth Management, LLC |
Lincolnshire, IL |
Q3 2026
|
365
|
$89.6M
|
| MOZAYYX MANAGEMENT LLC |
Austin, TX |
Q3 2026
|
23
|
$90.0M
|
| MPAM CREDIT TRADING PARTNERS L.P. |
Cleveland, OH |
Q3 2016
|
1
|
$0
|
| MPI INVESTMENT MANAGEMENT, INC. |
Hinsdale, IL |
Q4 2017
|
67
|
$83.5M
|
| MPM ASSET MANAGEMENT LLC |
Boston, MA |
Q3 2025
|
4
|
$44.5M
|
| MPM BIOIMPACT LLC |
Boston, MA |
Q2 2026
|
37
|
$1.64B
|
| MPS Loria Financial Planners, LLC |
Burr Ridge, IL |
Q3 2026
|
93
|
$527M
|
| MP (Thrift) Global Advisers III LLC |
New York, NY |
Q3 2021
|
1
|
$0
|
| MPWM ADVISORY SOLUTIONS, LLC |
Alpharetta, GA |
Q2 2026
|
571
|
$218M
|
| MQS Management LLC |
New York, NY |
Q3 2026
|
391
|
$171M
|
| MRA Advisory Group |
Parsippany, NJ |
Q3 2026
|
152
|
$267M
|
| MRA Associates USA LLC |
Phoenix, AZ |
Q3 2019
|
113
|
$25.4M
|
| Mraz, Amerine & Associates, Inc. |
Modesto, CA |
Q3 2026
|
198
|
$640M
|
| M&R CAPITAL MANAGEMENT INC |
Summit, NJ |
Q3 2024
|
581
|
$454M
|
| MRCap LP |
Roslyn, NY |
Q3 2021
|
1
|
$0
|
| M&R Follow-On Fund Management, LP |
Dallas, TX |
Q3 2017
|
1
|
$98.9M
|
| MRJ CAPITAL INC |
New York, NY |
Q4 2021
|
51
|
$173M
|
| MRP Capital Investments, LLC |
Alpharetta, GA |
Q2 2026
|
263
|
$136M
|
| MRWM Advisors, LLC |
Nashville, TN |
Q2 2026
|
80
|
$243M
|
| MSA Advisors, LLC |
Santa Monica, CA |
Q2 2026
|
43
|
$389M
|
| MSD CAPITAL, L.P. |
New York, NY |
Q2 2026
|
3
|
$102M
|
| MSD Partners, L.P. |
New York, NY |
Q2 2026
|
9
|
$76.8M
|
| MSF Capital, LLC |
New York, NY |
Q1 2016
|
1
|
$0
|
| MSH Capital Advisors LLC |
Scottsdale, AZ |
Q3 2026
|
369
|
$645M
|
| MSI Financial Services Inc |
Springfield, MA |
Q4 2016
|
5,017
|
$3.07B
|
| MSOP GP, L.L.C. |
Menlo Park, CA |
Q4 2025
|
3
|
$439M
|
| MSRH, LLC |
New York, NY |
Q1 2026
|
29
|
$113M
|
| M&T Bank Corp |
Buffalo, NY |
Q3 2026
|
14,540
|
$34.1B
|
| MTCO Ltd. |
Nassau, Bahamas |
Q3 2026
|
6
|
$155M
|
| MTC Wealth Management LLC |
Tampa, FL |
Q2 2026
|
14
|
$223M
|
| MTM FINANCIAL GROUP, LLC |
Bethlehem, PA |
Q3 2026
|
95
|
$239M
|
| MTM Investment Management, LLC |
Spartanburg, SC |
Q3 2026
|
706
|
$346M
|
| Mubadala Investment Co PJSC |
Abu Dhabi, United Arab Emirates |
Q2 2026
|
72
|
$34.8B
|
| Mudita Advisors LLP |
London, United Kingdom |
Q2 2026
|
24
|
$481M
|
| Mudrick Capital Management, L.P. |
New York, NY |
Q2 2026
|
4
|
$448M
|
| Mueller Wealth, LLC |
Mishicot, WI |
Q3 2026
|
19
|
$158M
|
| MUFG Americas Holdings Corp |
New York, NY |
Q3 2023
|
1
|
$0
|
| MUFG BANK, LTD. |
New York, NY |
Q3 2026
|
8
|
$3.11B
|
| MUFG SECURITIES AMERICAS INC. |
New York, NY |
Q3 2026
|
503
|
$2.51B
|
| MUFG SECURITIES (CANADA), LTD. |
New York, NY |
Q3 2026
|
43
|
$3.87B
|
| MUFG Securities EMEA plc |
London, United Kingdom |
Q3 2026
|
571
|
$9.34B
|
| MUHLENKAMP & CO INC |
Wexford, PA |
Q3 2026
|
32
|
$411M
|
| MU Investments Co., Ltd. |
Tokyo, Japan |
Q3 2023
|
24
|
$74.7M
|
| MUIRFIELD WEALTH ADVISORS LLC |
Charlotte, NC |
Q3 2026
|
86
|
$153M
|
| Mulberry Street Management, L.P. |
New York, NY |
Q3 2026
|
8
|
$33.5M
|
| Mullaney, Keating & Wright, Inc. |
Middletown, CT |
Q3 2026
|
70
|
$216M
|
| Mullooly Asset Management, Inc. |
Wall Township, NJ |
Q3 2026
|
57
|
$324M
|
| Multicoin Capital Management, LLC |
Austin, TX |
Q3 2026
|
3
|
$271M
|
| MUNDER CAPITAL MANAGEMENT |
Birmingham, MI |
Q3 2014
|
1,105
|
$13.4B
|
| Munich Reinsurance Co Stock Corp in Munich |
Munich, Germany |
Q3 2026
|
146
|
$4.53B
|
| Municipal Employees' Retirement System of Michigan |
Lansing, MI |
Q3 2026
|
29
|
$8.92B
|
| Munro Partners |
Melbourne, Australia |
Q3 2026
|
62
|
$4.20B
|
| Murchinson Ltd. |
Toronto, Ontario, Canada |
Q3 2026
|
106
|
$163M
|
| MURPHY CAPITAL MANAGEMENT INC |
Bedminster, NJ |
Q2 2022
|
217
|
$720M
|
| Murphy Michael R |
Chicago, IL |
Q2 2016
|
18
|
$255M
|
| Murphy, Middleton, Hinkle & Parker, Inc. |
Thomasville, GA |
Q3 2026
|
143
|
$246M
|
| Murphy & Mullick Capital Management Corp |
Smithtown, NY |
Q3 2026
|
697
|
$163M
|
| Murphy Pohlad Asset Management LLC |
Eden Prairie, MN |
Q3 2026
|
140
|
$288M
|
| MUSE JOHN R |
Dallas, TX |
Q3 2017
|
1
|
$0
|
| Mustard Seed Financial, LLC |
Magnolia, AR |
Q3 2026
|
93
|
$195M
|
| Must Asset Management Inc. |
Seoul, South Korea |
Q3 2023
|
21
|
$40.9M
|
| MUSTICO FINANCIAL GROUP, INC. |
Elmira, NY |
Q3 2026
|
47
|
$156M
|
| Mutual Advisors, LLC |
Omaha, NE |
Q3 2026
|
1,439
|
$5.81B
|
| MUTUAL OF AMERICA CAPITAL MANAGEMENT LLC |
New York, NY |
Q3 2026
|
1,447
|
$10.1B
|
| Muzinich & Co., Inc. |
New York, NY |
Q3 2026
|
23
|
$301M
|
| MV CAPITAL MANAGEMENT, INC. |
Bethesda, MD |
Q3 2026
|
1,284
|
$1.10B
|
| MV Management XI, L.L.C. |
Menlo Park, CA |
Q3 2023
|
3
|
$60.1M
|
| MVM Partners, LLC |
Boston, MA |
Q2 2026
|
1
|
$1.91M
|
| MVM Partners LLP |
London, United Kingdom |
Q3 2023
|
1
|
$0
|
| MWA Asset Management |
Danvers, MA |
Q3 2026
|
131
|
$215M
|
| MW ADVISORY, LLC |
Atlanta, GA |
Q3 2026
|
152
|
$252M
|
| M Wealth Management, LLC |
San Diego, CA |
Q3 2026
|
61
|
$130M
|
| MWG Caph Ltd |
Washington, DC |
Q4 2025
|
3
|
$72.4M
|
| MWG GP LLC |
San Francisco, CA |
Q4 2014
|
1
|
$0
|
| MWG Management Ltd. |
Washington, DC |
Q3 2025
|
3
|
$81.3M
|
| MY.Alpha Management HK Advisors Ltd |
Hong Kong |
Q3 2026
|
6
|
$212M
|
| MYCIO WEALTH PARTNERS, LLC |
Philadelphia, PA |
Q3 2026
|
49
|
$513M
|
| MYDA Advisors LLC |
Woodmere, NY |
Q3 2026
|
206
|
$556M
|
| MYECFO, LLC |
La Jolla, CA |
Q3 2026
|
72
|
$266M
|
| My Legacy Advisors, LLC |
Bend, OR |
Q2 2025
|
206
|
$281M
|
| My Personal CFO, LLC |
Vancouver, WA |
Q3 2026
|
94
|
$279M
|
| My Portfolio Guide, LLC |
Seal Beach, CA |
Q1 2026
|
166
|
$181M
|
| Myriad Asset Management Advisors LLC |
West Palm Beach, FL |
Q3 2026
|
62
|
$434M
|
| Myriad Asset Management Ltd. |
North Point, Hong Kong |
Q1 2022
|
88
|
$686M
|
| Myriad Asset Management US LP |
West Palm Beach, FL |
Q3 2026
|
64
|
$72.4M
|
| Mystic Asset Management, Inc. |
Warwick, RI |
Q3 2026
|
214
|
$451M
|
| MY Wealth Management Inc. |
Germantown, MD |
Q3 2026
|
43
|
$137M
|