| Oak Asset Management, LLC |
Westlake Village, CA |
Q3 2022
|
99
|
$210M
|
| OAK ASSOCIATES LTD /OH/ |
Akron, OH |
Q3 2022
|
132
|
$1.2B
|
| OAKBROOK INVESTMENTS LLC |
Lisle, IL |
Q1 2020
|
78
|
$39M
|
| Oakcliff Capital Partners, LP |
New York, NY |
Q3 2022
|
9
|
$120M
|
| OAK FAMILY ADVISORS, LLC |
Chicago, IL |
Q4 2022
|
115
|
$190B
|
| Oak Grove Capital LLC |
North Hampton, NH |
Q3 2022
|
69
|
$300M
|
| OAK HARBOR WEALTH PARTNERS, LLC |
Raleigh, NC |
Q4 2022
|
219
|
$260B
|
| Oak Harvest Investment Services |
Houston, TX |
Q4 2022
|
91
|
$380B
|
| OAK HILL ADVISORS LP |
New York, NY |
Q3 2022
|
19
|
$1.5B
|
| OAK HILL CAPITAL MANAGEMENT, LLC |
New York, NY |
Q4 2022
|
1
|
$460B
|
| Oakhurst Advisors,LLC |
Los Angeles, CA |
Q3 2022
|
5
|
$21M
|
| OAK MANAGEMENT CORP |
Norwalk, CT |
Q3 2022
|
3
|
$160M
|
| OAKMONT CORP |
Los Angeles, CA |
Q3 2022
|
34
|
$640M
|
| Oak Point Wealth Management |
Portage, MI |
Q1 2018
|
204
|
$98M
|
| OAK RIDGE INVESTMENTS LLC |
Chicago, IL |
Q4 2022
|
150
|
$670B
|
| Oak Thistle LLC |
New York, NY |
Q3 2022
|
105
|
$28M
|
| OAKTOP CAPITAL MANAGEMENT II, L.P. |
Chatham, NJ |
Q3 2022
|
16
|
$500M
|
| OAKTREE CAPITAL MANAGEMENT LP |
Los Angeles, CA |
Q3 2022
|
380
|
$9.1B
|
| Oaktree Fund Advisors, LLC |
Los Angles, CA |
Q3 2022
|
39
|
$64M
|
| OAKVIEW CAPITAL MANAGEMENT, L.P. |
Dallas, TX |
Q3 2022
|
16
|
$210M
|
| Oakwell Private Wealth Management, LLC |
Austin, TX |
Q3 2022
|
60
|
$180M
|
| OAKWOOD CAPITAL MANAGEMENT LLC/CA |
Los Angeles, CA |
Q2 2021
|
61
|
$390M
|
| Oakworth Capital, Inc. |
Birmingham, AL |
Q3 2022
|
747
|
$900M
|
| OARSMAN CAPITAL, INC. |
Milwaukee, WI |
Q3 2022
|
163
|
$190M
|
| Oasis Management Co Ltd. |
Grand Cayman, Cayman Islands |
Q3 2022
|
137
|
$600M
|
| OBERMEYER WOOD INVESTMENT COUNSEL, LLLP |
Aspen, CO |
Q3 2022
|
213
|
$1.2B
|
| OBERNDORF WILLIAM E |
San Francisco, CA |
Q3 2022
|
8
|
$46M
|
| OBERWEIS ASSET MANAGEMENT INC/ |
Lisle, IL |
Q3 2022
|
173
|
$430M
|
| Objective Capital Management, LLC |
Pepper Pike, OH |
Q3 2022
|
88
|
$94M
|
| O'Brien Greene & Co. Inc |
Media, PA |
Q3 2022
|
258
|
$750M
|
| O'Brien Wealth Partners LLC |
Boston, MA |
Q3 2022
|
57
|
$240M
|
| Obsidian Personal Planning Solutions LLC |
Rockville, MD |
Q4 2022
|
40
|
$62M
|
| Obvious Management Services, L.L.C. |
San Francisco, CA |
Q3 2022
|
1
|
$42M
|
| Occidental Asset Management, LLC |
Burlingame, CA |
Q4 2022
|
206
|
$370B
|
| OCCUDO QUANTITATIVE STRATEGIES LP |
Fort Lauderdale, FL |
Q3 2022
|
1,134
|
$1.3B
|
| OCEAN ARETE LTD |
Hong Kong |
Q4 2022
|
8
|
$83B
|
| Ocean Capital Management, LLC |
Santa Rosa, CA |
Q3 2022
|
51
|
$180M
|
| Ocean Endowment Partners, LLC |
Chicago, IL |
Q3 2021
|
8
|
$21M
|
| Oceanic Investment Management LTD |
Douglas, Isle of Man |
Q3 2018
|
28
|
$48M
|
| OCEANWOOD CAPITAL MANAGEMENT LTD |
Valletta, Malta |
Q2 2019
|
1
|
$0
|
| OCO Capital Partners, L.P. |
New York, NY |
Q3 2022
|
4
|
$140M
|
| Octagon Capital Advisors LP |
New York, NY |
Q3 2022
|
35
|
$580M
|
| Octahedron Capital Management L.P. |
San Francisco, CA |
Q3 2022
|
44
|
$120M
|
| Octavia Wealth Advisors, LLC |
Cincinnati, OH |
Q4 2022
|
185
|
$410B
|
| O'Dell Group, LLC |
Cincinnati, OH |
Q3 2022
|
442
|
$280M
|
| Oder Investment Management, LLC |
Woodland Hills, CA |
Q3 2022
|
79
|
$85M
|
| Odey Asset Management Group Ltd |
London, United Kingdom |
Q3 2022
|
5
|
$29M
|
| Odey Holdings AG |
Zurich, Switzerland, Switzerland |
Q1 2021
|
22
|
$11M
|
| Odey Holdings Ltd |
London, United Kingdom |
Q3 2022
|
16
|
$11M
|
| ODonnell Financial Services, LLC |
San Rafael, CA |
Q3 2022
|
23
|
$29M
|
| OECHSLE INTERNATIONAL ADVISORS, LLC |
Boston, MA |
Q3 2015
|
5
|
$62M
|
| OEP CAPITAL ADVISORS, L.P. |
New York, NY |
Q3 2022
|
2
|
$750M
|
| OFFIT CAPITAL ADVISORS LLC |
New York, NY |
Q3 2022
|
1
|
$69M
|
| OGBORNE CAPITAL MANAGEMENT, LLC |
San Francisco, CA |
Q3 2022
|
5
|
$86M
|
| OGOREK ANTHONY JOSEPH /NY/ /ADV |
Williamsville, NY |
Q3 2022
|
220
|
$210M
|
| Ohio National Investments, Inc. |
Montgomery, OH |
Q1 2016
|
444
|
$550M
|
| OIKOS HOLDINGS LLC |
New York, NY |
Q4 2022
|
11
|
$200B
|
| OKABENA INVESTMENT SERVICES INC |
Minneapolis, MN |
Q3 2022
|
167
|
$210M
|
| O'Keefe Stevens Advisory, Inc. |
Rochester, NY |
Q4 2022
|
39
|
$170B
|
| Okumus Fund Management Ltd. |
New York, NY |
Q3 2021
|
1
|
$0
|
| Old Bellows Partners LP |
New York, NY |
Q3 2018
|
2
|
$9M
|
| OLD DOMINION CAPITAL MANAGEMENT INC |
Charlottesville, VA |
Q3 2021
|
170
|
$470M
|
| Oldfather Financial Services, LLC |
Kearney, NE |
Q3 2022
|
58
|
$160M
|
| Oldfield Partners LLP |
London, United Kingdom |
Q4 2022
|
25
|
$570M
|
| OLD MISSION CAPITAL LLC |
Chicago, IL |
Q3 2022
|
1,289
|
$3.2B
|
| OLD MISSION CAPITAL, LLC |
Chicago, IL |
Q4 2020
|
513
|
$1.6B
|
| OLD MUTUAL CUSTOMISED SOLUTIONS (PROPRIETARY) LTD |
Pinelands, South Africa |
Q2 2018
|
754
|
$1B
|
| OLD NATIONAL BANCORP /IN/ |
Evansville, IN |
Q3 2022
|
1,176
|
$2.9B
|
| Old North State Trust, LLC |
Greensboro, NC |
Q3 2022
|
338
|
$120M
|
| OLD POINT TRUST & FINANCIAL SERVICES N A |
Newport News, VA |
Q3 2022
|
108
|
$200M
|
| Old Port Advisors |
Portland, ME |
Q4 2022
|
216
|
$270B
|
| OLD REPUBLIC INTERNATIONAL CORP |
Chicago, IL |
Q3 2022
|
63
|
$3B
|
| OLD SECOND NATIONAL BANK OF AURORA |
Aurora, IL |
Q3 2022
|
491
|
$330M
|
| Old Well Partners, LLC |
Charlotte, NC |
Q3 2022
|
39
|
$120M
|
| Old West Investment Management, LLC |
Los Angeles, CA |
Q3 2022
|
41
|
$140M
|
| OLIO Financial Planning |
Mclean, VA |
Q4 2022
|
41
|
$180B
|
| OLIVER LAGORE VANVALIN INVESTMENT GROUP |
Flint, MI |
Q3 2022
|
721
|
$160M
|
| Oliver Luxxe Assets LLC |
Gladstone, NJ |
Q3 2022
|
172
|
$320M
|
| OLP CAPITAL MANAGEMENT Ltd |
Causeway Bay, Hong Kong |
Q3 2022
|
3
|
$400M
|
| Olstein Capital Management, L.P. |
Purchase, NY |
Q3 2022
|
100
|
$600M
|
| Olympus Peak Asset Management LP |
New York, NY |
Q3 2022
|
4
|
$110M
|
| Omega Advisors Inc. |
New York, NY |
Q4 2018
|
35
|
$1B
|
| Omega Financial Group, LLC |
Santa Barbara, CA |
Q3 2022
|
77
|
$190M
|
| Omega Fund Management, LLC |
Boston, MA |
Q3 2022
|
19
|
$270M
|
| OMERS ADMINISTRATION Corp |
Toronto, Ontario, Canada |
Q3 2022
|
431
|
$6B
|
| Omnia Family Wealth, LLC |
Aventura, FL |
Q3 2022
|
61
|
$120M
|
| OMNI PARTNERS LLP |
London, United Kingdom |
Q1 2021
|
249
|
$2B
|
| Omni Partners US LLC |
Irvine, CA |
Q3 2021
|
244
|
$1.9B
|
| OmniStar Financial Group, Inc. |
Wilmington, NC |
Q4 2022
|
105
|
$88B
|
| OMT Capital Management LLC |
San Francisco, CA |
Q4 2015
|
35
|
$52M
|
| Once Capital Management, LLC |
New York, NY |
Q3 2022
|
23
|
$77M
|
| One01 Capital, LP |
Burlingame, CA |
Q3 2022
|
11
|
$140M
|
| One68 Global Capital, LLC |
New York, NY |
Q4 2020
|
119
|
$50M
|
| ONE Advisory Partners, LLC |
Overland Park, KS |
Q4 2022
|
48
|
$160B
|
| OneAscent Financial Services LLC |
Birmingham, AL |
Q4 2022
|
180
|
$240M
|
| OneAscent Wealth Management LLC |
Birmingham, AL |
Q4 2022
|
154
|
$210M
|
| One Capital Management, LLC |
Westlake Village, CA |
Q3 2022
|
289
|
$1.7B
|
| One Charles Private Wealth Services, LLC |
Hingham, MA |
Q3 2022
|
129
|
$150M
|
| One Day In July LLC |
Burlington, VT |
Q3 2022
|
73
|
$430M
|
| One Fin Capital Management LP |
San Francisco, CA |
Q3 2022
|
29
|
$270M
|
| O'Neil Global Advisors, Inc. |
Los Angeles, CA |
Q3 2022
|
37
|
$25M
|
| ONE PLUS ONE WEALTH MANAGEMENT, LLC |
Jupiter, FL |
Q4 2022
|
92
|
$140B
|
| One Tusk Investment Partners LP |
New York, NY |
Q3 2019
|
12
|
$82M
|
| One Wealth Advisors, LLC |
San Francisco, CA |
Q3 2022
|
176
|
$310M
|
| One William Street Capital Management, L.P. |
New York, NY |
Q3 2020
|
1
|
$4.3M
|
| ONTARIO TEACHERS PENSION PLAN BOARD |
Toronto, Ontario, Canada |
Q3 2022
|
490
|
$7.1B
|
| Onyx Bridge Wealth Group LLC |
Tarrytown, NY |
Q4 2022
|
184
|
$250B
|
| Onyx Financial Advisors, LLC |
Idaho Falls, ID |
Q4 2022
|
10
|
$100B
|
| Opaleye Management Inc. |
Boston, MA |
Q3 2022
|
42
|
$240M
|
| Opal Wealth Advisors, LLC |
Jericho, NY |
Q3 2022
|
101
|
$140M
|
| Open Field Capital LLC |
New York, X1 |
Q3 2014
|
37
|
$67M
|
| OpenView Management, LLC |
Boston, MA |
Q3 2022
|
3
|
$190M
|
| Opera Trading Capital |
Paris, France |
Q4 2018
|
87
|
$420M
|
| Operose Advisors LLC |
Milwaukee, WI |
Q3 2022
|
344
|
$150M
|
| Opes Advisors Inc |
Cupertino, CA |
Q4 2018
|
43
|
$140M
|
| Opes Wealth Management LLC |
Menlo Park, CA |
Q3 2022
|
93
|
$250M
|
| Ophir Asset Management Pty Ltd |
Sydney, Australia |
Q3 2022
|
30
|
$550M
|
| OPPENHEIMER ASSET MANAGEMENT INC. |
New York, NY |
Q3 2022
|
3,175
|
$5.7B
|
| Oppenheimer & Close, LLC |
New York, NY |
Q3 2022
|
62
|
$92M
|
| OPPENHEIMER & CO INC |
New York, NY |
Q3 2022
|
1,360
|
$4.3B
|
| OppenheimerFunds, Inc. |
New York, NY |
Q1 2019
|
3,573
|
$80B
|
| OPSEU Pension Plan Trust Fund |
Toronto, Ontario, Canada |
Q3 2022
|
306
|
$380M
|
| Optas, LLC |
San Francisco, CA |
Q3 2022
|
449
|
$230M
|
| Opti Capital Management, LP |
New York, NY |
Q3 2022
|
57
|
$1.1B
|
| OptiFour Integrated Wealth Management, LLC |
Mc Lean, VA |
Q4 2019
|
74
|
$150M
|
| Optima Fund Management LLC |
New York, NY |
Q2 2019
|
37
|
$59M
|
| Optimal Asset Management, Inc. |
San Jose, CA |
Q3 2021
|
347
|
$800M
|
| OPTIMAS CAPITAL Ltd |
Central, Hong Kong |
Q3 2022
|
29
|
$120M
|
| OPTIMUM INVESTMENT ADVISORS |
Chicago, IL |
Q4 2022
|
761
|
$180B
|
| Optimum Quantvest Corp |
Stamford, CT |
Q3 2020
|
16
|
$52M
|
| Optimus Prime Fund Management Co., Ltd. |
Grand Cayman, Cayman Islands |
Q3 2022
|
55
|
$810M
|
| OPTIONS SOLUTIONS, LLC |
Chevy Chase, MD |
Q3 2022
|
60
|
$65M
|
| Optiver Holding B.V. |
Amsterdam, Netherlands |
Q3 2022
|
396
|
$120B
|
| Optiver US LLC |
Chicago, IL |
Q4 2020
|
24
|
$50B
|
| Opus Capital Group, LLC |
Cincinnati, OH |
Q4 2022
|
119
|
$520M
|
| OPUS INVESTMENT MANAGEMENT INC |
Worcester, MA |
Q3 2022
|
91
|
$430M
|
| Opus Point Partners Management, LLC |
New York, NY |
Q3 2019
|
55
|
$55M
|
| ORACLE INVESTMENT MANAGEMENT INC |
Greenwich, CT |
Q3 2022
|
24
|
$180M
|
| ORANGE CAPITAL, LLC |
Manhasset, NY |
Q3 2016
|
1
|
$5.5M
|
| ORBIMED ADVISORS LLC |
New York, NY |
Q3 2022
|
132
|
$5.4B
|
| Orbis Allan Gray Ltd |
Hamilton, Bermuda |
Q3 2022
|
131
|
$12B
|
| Orbis Financial Ltd |
Tortola, British Virgin Islands |
Q3 2015
|
2
|
$86M
|
| ORBIS HOLDINGS LTD |
Hamilton, Bermuda |
Q4 2015
|
154
|
$13B
|
| Orbis Investment Management (U.S.), L.P. |
San Francisco, CA |
Q4 2018
|
25
|
$100M
|
| ORBIS WORLD LTD |
Road Town, Tortola, British Virgin Islands |
Q3 2018
|
1
|
$0
|
| Orbitronix, LP |
Newport Beach, CA |
Q4 2016
|
23
|
$54M
|
| Orca Investment Management, LLC |
Roseburg, OR |
Q3 2022
|
57
|
$77M
|
| Orcam Financial Group |
Encinitas, CA |
Q3 2022
|
29
|
$59M
|
| Orchard Capital Management, LLC |
Chicago, IL |
Q3 2022
|
49
|
$270M
|
| Orchard Hill Capital Management LP |
New York, NY |
Q3 2016
|
1
|
$0
|
| Ordinal Holdings ManageCo, LP |
New York, NY |
Q3 2022
|
1
|
$0
|
| Oregon Health & Science University |
Portland, OR |
Q3 2022
|
1
|
$0
|
| OREGON PUBLIC EMPLOYEES RETIREMENT FUND |
Tigard, OR |
Q4 2022
|
1,700
|
$7.7T
|
| Orgel Wealth Management, LLC |
Altoona, WI |
Q4 2022
|
75
|
$2.6T
|
| Oribel Capital Management, LP |
New York, NY |
Q3 2022
|
174
|
$740M
|
| Origin Asset Management LLP |
London, United Kingdom |
Q3 2022
|
22
|
$250M
|
| Orinda Asset Management LLC |
Lafayette, CA |
Q3 2020
|
38
|
$49M
|
| Orin Green Financial, LLC |
San Diego, CA |
Q3 2022
|
63
|
$150M
|
| Orion Capital Management LLC |
Coronado, CA |
Q4 2022
|
393
|
$140B
|
| Orion Portfolio Solutions, LLC |
Omaha, NE |
Q3 2022
|
716
|
$2.5B
|
| ORIX Corp |
Tokyo, Japan |
Q3 2022
|
1
|
$950M
|
| ORIX Corp USA |
Dallas, TX |
Q2 2020
|
|
$0
|
| Orland Properties Ltd |
London, United Kingdom |
Q4 2019
|
1
|
$0
|
| ORLEANS CAPITAL MANAGEMENT CORP/LA |
Mandeville, LA |
Q3 2022
|
76
|
$120M
|
| O'ROURKE & COMPANY, Inc |
Boston, MA |
Q3 2022
|
117
|
$110M
|
| ORRELL CAPITAL MANAGEMENT INC |
Livermore, CA |
Q3 2015
|
25
|
$44M
|
| ORRSTOWN FINANCIAL SERVICES INC |
Shippensburg, PA |
Q1 2022
|
70
|
$54M
|
| ORSER CAPITAL MANAGEMENT, LLC |
Southlake, TX |
Q4 2022
|
47
|
$69B
|
| Osbon Capital Management LLC |
Boston, MA |
Q2 2019
|
50
|
$94M
|
| OSBORNE PARTNERS CAPITAL MANAGEMENT, LLC |
San Francisco, CA |
Q4 2022
|
204
|
$1.3T
|
| Osborn Williams & Donohoe LLC |
Cincinnati, OH |
Q1 2020
|
259
|
$760M
|
| O'Shares Investment Advisers, LLC |
Boston, MA |
Q4 2022
|
1
|
$0
|
| O'SHAUGHNESSY ASSET MANAGEMENT, LLC |
Stamford, CT |
Q3 2022
|
1,483
|
$5.3B
|
| Osher Van de Voorde Investment Management |
Pasadena, CA |
Q4 2022
|
35
|
$390B
|
| OSKIE CAPITAL MANAGEMENT, LLC |
New York, NY |
Q3 2017
|
28
|
$88M
|
| Oslo Asset Management AS |
Oslo, Norway |
Q3 2022
|
12
|
$67M
|
| Osmium Partners, LLC |
Greenbrae, CA |
Q3 2022
|
8
|
$19M
|
| Ospraie Management, LLC |
New York, NY |
Q3 2018
|
1
|
$0
|
| OSSIAM |
Paris, France |
Q3 2022
|
716
|
$3.5B
|
| OSTERWEIS CAPITAL MANAGEMENT INC |
San Francisco, CA |
Q3 2022
|
285
|
$1.3B
|
| OSTRUM ASSET MANAGEMENT |
Paris, France |
Q3 2020
|
56
|
$160M
|
| OSTRUM ASSET MANAGEMENT U.S., LLC |
New York, NY |
Q1 2019
|
33
|
$360M
|
| OTA Financial Group L.P. |
Purchase, NY |
Q3 2022
|
105
|
$120M
|
| OTA LLC |
Purchase, NY |
Q2 2014
|
61
|
$75M
|
| Otter Creek Advisors, LLC |
Palm Beach Gardens, FL |
Q3 2022
|
45
|
$120M
|
| Otter Creek Management Inc |
West Palm Beach, FL |
Q3 2015
|
85
|
$110M
|
| OUP Management Co., LLC |
Bala Cynwyd, PA |
Q3 2022
|
15
|
$64M
|
| OUTFITTER ADVISORS, LTD. |
Mclean, VA |
Q2 2018
|
123
|
$220M
|
| OUTFITTER FINANCIAL LLC |
Brunswick, ME |
Q4 2022
|
84
|
$110M
|
| Outlook Wealth Advisors, LLC |
Shenandoah, TX |
Q3 2022
|
182
|
$220M
|
| Ovata Capital Management Ltd |
Hong Kong |
Q3 2022
|
32
|
$270M
|
| OVERBROOK MANAGEMENT CORP |
New York, NY |
Q3 2022
|
79
|
$350M
|
| Overlook Holdings Ltd |
Hong Kong |
Q3 2022
|
1
|
$0
|
| Owl Creek Asset Management, L.P. |
New York, NY |
Q3 2022
|
460
|
$3B
|
| Owls Nest Partners IA, LLC |
Chadds Ford, PA |
Q3 2022
|
16
|
$250M
|
| Ownership Capital B.V. |
Amsterdam, Netherlands |
Q3 2022
|
23
|
$5.2B
|
| Oxbow Advisors, LLC |
Corpus Christi, TX |
Q3 2022
|
246
|
$640M
|
| Oxbow Capital Management (HK) Ltd |
Hong Kong |
Q3 2022
|
7
|
$220M
|
| OXFORD ASSET MANAGEMENT LLP |
Oxford, United Kingdom |
Q1 2020
|
11
|
$220M
|
| OXFORD FINANCIAL GROUP LTD |
Indianapolis, IN |
Q3 2022
|
242
|
$660M
|
| Oxinas Partners Wealth Management LLC |
Jeffersonville, IN |
Q4 2022
|
99
|
$120B
|
| Oxler Private Wealth LLC |
New York, NY |
Q3 2022
|
2,757
|
$180B
|