| Oak Asset Management, LLC |
Westlake Village, CA |
Q2 2025
|
103
|
$280 M
|
| OAK ASSOCIATES LTD /OH/ |
Akron, OH |
Q1 2025
|
125
|
$1.3 B
|
| OAKBROOK INVESTMENTS LLC |
Lisle, IL |
Q1 2020
|
78
|
$39 M
|
| Oakcliff Capital Partners, LP |
New York, NY |
Q1 2025
|
10
|
$190 M
|
| OAK FAMILY ADVISORS, LLC |
Chicago, IL |
Q2 2025
|
106
|
$320 M
|
| Oak Grove Capital LLC |
North Hampton, NH |
Q1 2025
|
161
|
$480 M
|
| OAK HARBOR WEALTH PARTNERS, LLC |
Raleigh, NC |
Q1 2025
|
246
|
$350 M
|
| Oak Harvest Investment Services |
Houston, TX |
Q1 2025
|
191
|
$720 M
|
| OAK HILL ADVISORS LP |
New York, NY |
Q1 2025
|
14
|
$470 M
|
| OAK HILL CAPITAL MANAGEMENT, LLC |
New York, NY |
Q1 2025
|
1
|
$0
|
| OAK HILL WEALTH ADVISORS, LLC |
Lansdowne, VA |
Q1 2025
|
138
|
$430 M
|
| Oakhurst Advisors,LLC |
Los Angeles, CA |
Q4 2022
|
5
|
$21 M
|
| OAK MANAGEMENT CORP |
Wilton, CT |
Q4 2024
|
1
|
$0
|
| OAKMONT Corp |
Los Angeles, CA |
Q2 2025
|
30
|
$570 M
|
| Oak Point Wealth Management |
Portage, MI |
Q1 2018
|
204
|
$98 M
|
| OAK RIDGE INVESTMENTS LLC |
Chicago, IL |
Q1 2025
|
163
|
$1.2 B
|
| Oak Root LLC |
Santa Barbara, CA |
Q2 2025
|
11
|
$810 M
|
| Oak Thistle LLC |
New York, NY |
Q1 2025
|
398
|
$500 M
|
| OAKTOP CAPITAL MANAGEMENT II, L.P. |
Chatham, NJ |
Q1 2025
|
15
|
$750 M
|
| OAKTREE CAPITAL MANAGEMENT LP |
Los Angeles, CA |
Q1 2025
|
170
|
$5.2 B
|
| Oaktree Fund Advisors, LLC |
Los Angles, CA |
Q1 2025
|
50
|
$69 M
|
| Oakview Capital Management, L.P. |
Dallas, TX |
Q3 2024
|
11
|
$22 M
|
| Oak Wealth Advisors LLC |
Northbrook, IL |
Q2 2025
|
58
|
$160 M
|
| Oakwell Private Wealth Management, LLC |
Austin, TX |
Q1 2025
|
68
|
$360 M
|
| OAKWOOD CAPITAL MANAGEMENT LLC/CA |
Los Angeles, CA |
Q2 2021
|
61
|
$390 M
|
| OAKWORTH CAPITAL, INC. |
Birmingham, AL |
Q2 2025
|
749
|
$1.6 B
|
| OARSMAN CAPITAL, INC. |
Milwaukee, WI |
Q1 2025
|
235
|
$560 M
|
| Oasis Management Co Ltd. |
Grand Cayman, Cayman Islands |
Q1 2025
|
84
|
$530 M
|
| Obermeyer Wealth Partners |
Aspen, CO |
Q1 2025
|
262
|
$1.9 B
|
| OBERNDORF WILLIAM E |
San Francisco, CA |
Q1 2025
|
9
|
$78 M
|
| OBERWEIS ASSET MANAGEMENT INC/ |
Lisle, IL |
Q1 2025
|
192
|
$2.0 B
|
| Objective Capital Management, LLC |
Pepper Pike, OH |
Q1 2025
|
77
|
$78 M
|
| Objectivity Squared, LLC |
Charleston, SC |
Q1 2025
|
44
|
$120 M
|
| O'Brien Greene & Co. Inc |
Media, PA |
Q1 2025
|
197
|
$300 M
|
| O'Brien Wealth Partners LLC |
Waltham, MA |
Q2 2025
|
87
|
$640 M
|
| Obsidian Personal Planning Solutions LLC |
Rockville, MD |
Q1 2025
|
105
|
$220 M
|
| Obsido Oy |
Tampere, Finland |
Q1 2025
|
20
|
$120 M
|
| Obvious Management Services, L.L.C. |
San Francisco, CA |
Q3 2022
|
1
|
$42 M
|
| Occidental Asset Management, LLC |
Burlingame, CA |
Q2 2025
|
268
|
$720 M
|
| OCCUDO QUANTITATIVE STRATEGIES LP |
Fort Lauderdale, FL |
Q1 2025
|
627
|
$750 M
|
| OCEAN ARETE LTD |
Hong Kong |
Q3 2023
|
1
|
$6.3 M
|
| Ocean Endowment Partners, LLC |
Chicago, IL |
Q3 2021
|
8
|
$21 M
|
| Oceanic Investment Management LTD |
Douglas, Isle of Man |
Q3 2018
|
28
|
$48 M
|
| Ocean Park Asset Management, LLC |
Santa Monica, CA |
Q1 2025
|
77
|
$2.8 B
|
| Oceanside Advisors LLC |
Mount Pleasant, SC |
Q2 2025
|
46
|
$150 M
|
| OCEANWOOD CAPITAL MANAGEMENT LTD |
Valletta, Malta |
Q2 2019
|
1
|
$0
|
| OCO Capital Partners, L.P. |
New York, NY |
Q1 2025
|
4
|
$180 M
|
| OCONNOR, A Distinct Business Unit of UBS ASSET MANAGEMENT AMERICAS (LLC) |
Chicago, IL |
Q1 2025
|
304
|
$1.2 B
|
| O'Connor Financial Group LLC |
Quincy, IL |
Q2 2025
|
60
|
$230 M
|
| Octagon Capital Advisors LP |
New York, NY |
Q1 2025
|
35
|
$520 M
|
| Octahedron Capital Management L.P. |
Burlingame, CA |
Q1 2025
|
19
|
$110 M
|
| Octavia Wealth Advisors, LLC |
Cincinnati, OH |
Q2 2025
|
231
|
$880 M
|
| ODDO BHF ASSET MANAGEMENT SAS |
Paris, France |
Q1 2025
|
382
|
$2.4 B
|
| O'Dell Group, LLC |
Cincinnati, OH |
Q1 2025
|
33
|
$390 M
|
| Oder Investment Management, LLC |
Woodland Hills, CA |
Q1 2025
|
94
|
$120 M
|
| Odey Asset Management Group Ltd |
London, United Kingdom |
Q1 2023
|
24
|
$380 M
|
| Odey Asset Management LLP |
London, United Kingdom, United Kingdom |
Q3 2023
|
35
|
$80 M
|
| Odey Holdings AG |
Zurich, Switzerland, Switzerland |
Q1 2021
|
22
|
$11 M
|
| Odey Holdings Ltd |
London, United Kingdom |
Q4 2022
|
18
|
$12 M
|
| ODonnell Financial Services, LLC |
San Rafael, CA |
Q1 2025
|
49
|
$240 M
|
| OECHSLE INTERNATIONAL ADVISORS, LLC |
Boston, MA |
Q3 2015
|
5
|
$62 M
|
| OEP CAPITAL ADVISORS, L.P. |
New York, NY |
Q1 2025
|
1
|
$150 M
|
| OFC FINANCIAL PLANNING, LLC |
Short Hills, NJ |
Q1 2025
|
53
|
$88 M
|
| OFFIT CAPITAL ADVISORS LLC |
New York, NY |
Q3 2023
|
1
|
$60 M
|
| OFI INVEST ASSET MANAGEMENT |
Paris, France |
Q1 2025
|
362
|
$3.8 B
|
| OGBORNE CAPITAL MANAGEMENT, LLC |
San Francisco, CA |
Q1 2025
|
10
|
$260 M
|
| OGOREK ANTHONY JOSEPH /NY/ /ADV |
Williamsville, NY |
Q1 2025
|
686
|
$300 M
|
| OIKOS HOLDINGS LLC |
New York, NY |
Q2 2024
|
9
|
$420 M
|
| OKABENA INVESTMENT SERVICES INC |
Minneapolis, MN |
Q1 2025
|
124
|
$400 M
|
| O'Keefe Stevens Advisory, Inc. |
Rochester, NY |
Q1 2025
|
68
|
$300 M
|
| Okumus Fund Management Ltd. |
New York, NY |
Q3 2021
|
1
|
$0
|
| Old Bellows Partners LP |
New York, NY |
Q3 2018
|
2
|
$9.0 M
|
| OLD DOMINION CAPITAL MANAGEMENT INC |
Charlottesville, VA |
Q3 2021
|
170
|
$470 M
|
| Olde Wealth Management, LLC |
Sammamish, WA |
Q1 2025
|
322
|
$280 M
|
| Oldfather Financial Services, LLC |
Kearney, NE |
Q2 2025
|
84
|
$290 M
|
| Oldfield Partners LLP |
London, United Kingdom |
Q1 2025
|
25
|
$340 M
|
| OLD MISSION CAPITAL LLC |
Chicago, IL |
Q1 2025
|
1,608
|
$7.6 B
|
| OLD MISSION CAPITAL, LLC |
Chicago, IL |
Q4 2020
|
513
|
$1.6 B
|
| OLD MUTUAL CUSTOMISED SOLUTIONS (PROPRIETARY) LTD |
Pinelands, South Africa |
Q2 2018
|
754
|
$1.0 B
|
| OLD NATIONAL BANCORP /IN/ |
Evansville, IN |
Q1 2025
|
902
|
$3.8 B
|
| Old North State Trust, LLC |
Greensboro, NC |
Q1 2025
|
135
|
$160 M
|
| Old North State Wealth Management, LLC |
Wilmington, NC |
Q2 2025
|
120
|
$190 M
|
| OLD POINT TRUST & FINANCIAL SERVICES N A |
Newport News, VA |
Q2 2025
|
128
|
$250 M
|
| Old Port Advisors |
Portland, ME |
Q2 2025
|
233
|
$370 M
|
| OLD REPUBLIC INTERNATIONAL CORP |
Chicago, IL |
Q2 2025
|
55
|
$2.6 B
|
| OLD SECOND NATIONAL BANK OF AURORA |
Aurora, IL |
Q1 2025
|
431
|
$420 M
|
| Old Well Partners, LLC |
Charlotte, NC |
Q1 2025
|
5
|
$4.6 M
|
| Old West Investment Management, LLC |
Los Angeles, CA |
Q1 2025
|
59
|
$280 M
|
| OLIO Financial Planning |
Mclean, VA |
Q2 2025
|
64
|
$320 M
|
| Olistico Wealth, LLC |
Tulsa, OK |
Q1 2025
|
347
|
$160 M
|
| OLIVER LAGORE VANVALIN INVESTMENT GROUP |
Flint, MI |
Q2 2025
|
661
|
$250 M
|
| Oliver Luxxe Assets LLC |
Gladstone, NJ |
Q2 2025
|
182
|
$560 M
|
| OLP CAPITAL MANAGEMENT Ltd |
Causeway Bay, Hong Kong |
Q1 2025
|
4
|
$770 M
|
| Olstein Capital Management, L.P. |
Purchase, NY |
Q1 2025
|
98
|
$540 M
|
| Olympiad Research LP |
Stamford, CT |
Q1 2025
|
229
|
$86 M
|
| Olympus Peak Asset Management LP |
Greenwich, CT |
Q1 2025
|
1
|
$240 M
|
| OLYMPUS WEALTH MANAGEMENT, LLC |
Cottonwood Heights, UT |
Q2 2025
|
21
|
$300 M
|
| OMC Financial Services LTD |
Dewitt, NY |
Q1 2025
|
62
|
$220 M
|
| Omega Advisors Inc. |
New York, NY |
Q4 2018
|
35
|
$1.0 B
|
| Omega Financial Group, LLC |
Santa Barbara, CA |
Q1 2025
|
80
|
$260 M
|
| Omega Fund Management, LLC |
Boston, MA |
Q1 2025
|
13
|
$170 M
|
| OMERS ADMINISTRATION Corp |
Toronto, Ontario, Canada |
Q1 2025
|
1,026
|
$11 B
|
| OMNI 360 Wealth, Inc. |
Plainsboro, NJ |
Q2 2025
|
211
|
$200 M
|
| Omnia Family Wealth, LLC |
Aventura, FL |
Q1 2025
|
91
|
$240 M
|
| OMNI PARTNERS LLP |
London, United Kingdom |
Q1 2021
|
249
|
$2.0 B
|
| Omni Partners US LLC |
Irvine, CA |
Q3 2021
|
244
|
$1.9 B
|
| OmniStar Financial Group, Inc. |
Wilmington, NC |
Q1 2025
|
118
|
$130 M
|
| OMT Capital Management LLC |
San Francisco, CA |
Q4 2015
|
35
|
$52 M
|
| ONCE CAPITAL MANAGEMENT, LLC |
New York, NY |
Q1 2025
|
17
|
$220 M
|
| One01 Capital, LP |
Burlingame, CA |
Q3 2023
|
18
|
$82 M
|
| One68 Global Capital, LLC |
New York, NY |
Q1 2025
|
90
|
$200 M
|
| one8zero8, LLC |
Greensboro, NC |
Q1 2025
|
253
|
$420 M
|
| ONE Advisory Partners, LLC |
Overland Park, KS |
Q1 2025
|
48
|
$230 M
|
| OneAscent Family Office, LLC |
Birmingham, AL |
Q1 2025
|
157
|
$110 M
|
| OneAscent Financial Services LLC |
Birmingham, AL |
Q1 2025
|
662
|
$1.5 B
|
| OneAscent Investment Solutions LLC |
Birmingham, AL |
Q1 2025
|
115
|
$84 M
|
| OneAscent Wealth Management LLC |
Birmingham, AL |
Q1 2025
|
154
|
$230 M
|
| One Capital Management, LLC |
Westlake Village, CA |
Q1 2025
|
412
|
$3.0 B
|
| One Charles Private Wealth Services, LLC |
Hingham, MA |
Q1 2025
|
148
|
$310 M
|
| One Day In July LLC |
Burlington, VT |
Q1 2025
|
135
|
$1.0 B
|
| One Degree Advisors Inc |
San Diego, CA |
Q1 2025
|
62
|
$240 M
|
| OneDigital Investment Advisors LLC |
Overland Park, KS |
Q1 2025
|
1,393
|
$8.4 B
|
| One Fin Capital Management LP |
San Francisco, CA |
Q1 2025
|
14
|
$200 M
|
| O'Neil Global Advisors, Inc. |
Los Angeles, CA |
Q1 2025
|
19
|
$53 M
|
| One Madison Group LLC |
New York, NY |
Q1 2025
|
29
|
$770 M
|
| ONE PLUS ONE WEALTH MANAGEMENT, LLC |
Jupiter, FL |
Q2 2025
|
91
|
$180 M
|
| One River Asset Management, LLC |
Stamford, CT |
Q1 2025
|
83
|
$650 M
|
| One Tusk Investment Partners LP |
New York, NY |
Q3 2019
|
12
|
$82 M
|
| One Wealth Advisors, LLC |
San Francisco, CA |
Q2 2025
|
283
|
$720 M
|
| ONE WEALTH CAPITAL MANAGEMENT, LLC |
Scottsdale, AZ |
Q1 2025
|
106
|
$190 M
|
| One Wealth Management Investment & Advisory Services, LLC |
Miami Beach, FL |
Q1 2025
|
47
|
$60 M
|
| One William Street Capital Management, L.P. |
New York, NY |
Q1 2025
|
6
|
$33 M
|
| Onex Canada Asset Management Inc. |
Toronto, Ontario, Canada |
Q1 2025
|
116
|
$780 M
|
| ONTARIO TEACHERS PENSION PLAN BOARD |
Toronto, Ontario, Canada |
Q1 2025
|
415
|
$6.7 B
|
| Onyx Bridge Wealth Group LLC |
Tarrytown, NY |
Q1 2025
|
293
|
$700 M
|
| Onyx Financial Advisors, LLC |
Idaho Falls, ID |
Q1 2025
|
17
|
$190 M
|
| OnyxPoint Global Management LP |
New York, NY |
Q1 2025
|
27
|
$700 M
|
| Opaleye Management Inc. |
Boston, MA |
Q1 2025
|
45
|
$450 M
|
| Opal Wealth Advisors, LLC |
Jericho, NY |
Q2 2025
|
567
|
$360 M
|
| Open Field Capital LLC |
New York, X1 |
Q3 2014
|
37
|
$67 M
|
| OpenView Management, LLC |
Boston, MA |
Q3 2024
|
1
|
$0
|
| Opera Trading Capital |
Paris, France |
Q4 2018
|
87
|
$420 M
|
| Operose Advisors LLC |
Milwaukee, WI |
Q1 2025
|
386
|
$300 M
|
| Opes Advisors Inc |
Cupertino, CA |
Q4 2018
|
43
|
$140 M
|
| Opes Wealth Management LLC |
Menlo Park, CA |
Q1 2025
|
143
|
$500 M
|
| Ophir Asset Management Pty Ltd |
Sydney, Australia |
Q1 2025
|
31
|
$570 M
|
| OPINICUS CAPITAL, INC. |
Tampa, FL |
Q1 2025
|
98
|
$110 M
|
| OPPENHEIMER ASSET MANAGEMENT INC. |
New York, NY |
Q1 2025
|
3,204
|
$8.1 B
|
| Oppenheimer & Close, LLC |
New York, NY |
Q1 2025
|
51
|
$120 M
|
| OPPENHEIMER & CO INC |
New York, NY |
Q1 2025
|
1,564
|
$6.6 B
|
| OppenheimerFunds, Inc. |
New York, NY |
Q1 2019
|
3,573
|
$80 B
|
| OPSEU Pension Plan Trust Fund |
Toronto, Ontario, Canada |
Q1 2024
|
2
|
$22 M
|
| Optas, LLC |
Austin, TX |
Q1 2025
|
919
|
$570 M
|
| Opti Capital Management, LP |
New York, NY |
Q1 2025
|
53
|
$1.6 B
|
| OptiFour Integrated Wealth Management, LLC |
Mc Lean, VA |
Q4 2019
|
74
|
$150 M
|
| OPTIMA CAPITAL LLC |
Portland, OR |
Q2 2025
|
254
|
$190 M
|
| Optima Fund Management LLC |
New York, NY |
Q2 2019
|
37
|
$59 M
|
| Optimal Asset Management, Inc. |
San Jose, CA |
Q3 2021
|
347
|
$800 M
|
| OPTIMAS CAPITAL Ltd |
Central, Hong Kong |
Q1 2025
|
15
|
$59 M
|
| Optimist Retirement Group LLC |
Bellevue, WA |
Q1 2025
|
117
|
$200 M
|
| Optimize Financial Inc |
Laguna Hills, CA |
Q1 2025
|
219
|
$140 M
|
| OPTIMUM INVESTMENT ADVISORS |
Chicago, IL |
Q1 2025
|
639
|
$210 M
|
| Optimum Quantvest Corp |
Stamford, CT |
Q3 2020
|
16
|
$52 M
|
| Optimus Prime Fund Management Co., Ltd. |
Grand Cayman, Cayman Islands |
Q1 2025
|
24
|
$880 M
|
| Optiver Holding B.V. |
Amsterdam, Netherlands |
Q1 2025
|
1,352
|
$170 B
|
| Optiver US LLC |
Chicago, IL |
Q4 2020
|
24
|
$50 B
|
| Optivise Advisory Services LLC |
Franklin, TN |
Q1 2025
|
196
|
$180 M
|
| Opulen Financial Group LLC |
Arlington, VA |
Q1 2025
|
90
|
$110 M
|
| Opus Capital Group, LLC |
Cincinnati, OH |
Q1 2025
|
125
|
$780 M
|
| OPUS INVESTMENT MANAGEMENT INC |
Worcester, MA |
Q1 2025
|
30
|
$140 M
|
| Opus Point Partners Management, LLC |
New York, NY |
Q3 2019
|
55
|
$55 M
|
| Oracle Alpha Inc. |
Toronto, Ontario, Canada |
Q1 2024
|
185
|
$56 M
|
| ORACLE INVESTMENT MANAGEMENT INC |
Greenwich, CT |
Q1 2025
|
17
|
$200 M
|
| ORANGE CAPITAL, LLC |
Manhasset, NY |
Q3 2016
|
1
|
$5.5 M
|
| ORBA Wealth Advisors, L.L.C. |
Chicago, IL |
Q1 2025
|
105
|
$200 M
|
| ORBIMED ADVISORS LLC |
New York, NY |
Q1 2025
|
111
|
$4.2 B
|
| Orbis Allan Gray Ltd |
Hamilton, Bermuda |
Q1 2025
|
112
|
$17 B
|
| Orbis Financial Ltd |
Tortola, British Virgin Islands |
Q3 2015
|
2
|
$86 M
|
| ORBIS HOLDINGS LTD |
Hamilton, Bermuda |
Q4 2015
|
154
|
$13 B
|
| Orbis Investment Management (U.S.), L.P. |
San Francisco, CA |
Q4 2018
|
25
|
$100 M
|
| ORBIS WORLD LTD |
Road Town, Tortola, British Virgin Islands |
Q3 2018
|
1
|
$0
|
| Orbitronix, LP |
Newport Beach, CA |
Q4 2016
|
23
|
$54 M
|
| Orca Investment Management, LLC |
Lake Oswego, OR |
Q1 2025
|
58
|
$100 M
|
| Orcam Financial Group |
Encinitas, CA |
Q1 2025
|
49
|
$110 M
|
| Orca Wealth Management, LLC |
New Port Richey, FL |
Q1 2025
|
64
|
$110 M
|
| Orchard Capital Management, LLC |
Chicago, IL |
Q1 2025
|
40
|
$150 M
|
| 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 |
Q4 2022
|
1
|
$0
|
| Oregon Pacific Wealth Management, LLC |
Medford, OR |
Q2 2025
|
140
|
$110 M
|
| OREGON PUBLIC EMPLOYEES RETIREMENT FUND |
Tigard, OR |
Q1 2025
|
1,509
|
$5.2 B
|
| Orgel Wealth Management, LLC |
Altoona, WI |
Q2 2025
|
86
|
$4.2 B
|
| ORG Partners LLC |
Roanoke, IN |
Q2 2025
|
34,909
|
$470 M
|
| ORG Wealth Partners, LLC |
Dallas, TX |
Q2 2025
|
10,014
|
$420 M
|
| Oribel Capital Management, LP |
New York, NY |
Q1 2025
|
93
|
$2.4 B
|
| Oriental Harbor Investment Fund |
Hong Kong |
Q1 2025
|
10
|
$870 M
|
| Origin Asset Management LLP |
London, United Kingdom |
Q4 2024
|
7
|
$43 M
|
| Orinda Asset Management LLC |
Lafayette, CA |
Q3 2020
|
38
|
$49 M
|
| Orin Green Financial, LLC |
San Diego, CA |
Q1 2025
|
76
|
$210 M
|
| Orion Capital Management LLC |
Coronado, CA |
Q1 2025
|
473
|
$240 M
|
| Orion Investment Co |
St. Louis, MO |
Q1 2025
|
68
|
$240 M
|
| Orion Portfolio Solutions, LLC |
Omaha, NE |
Q1 2025
|
1,877
|
$10 B
|
| Orion Resource Partners LP |
New York, NY |
Q1 2025
|
18
|
$530 M
|
| ORION RESOURCE PARTNERS (USA) LP |
New York, NY |
Q1 2024
|
4
|
$330 M
|
| ORIX Corp |
Tokyo, Japan |
Q1 2025
|
1
|
$210 M
|
| ORIX Corp USA |
Dallas, TX |
Q2 2020
|
|
$0
|
| Orland Properties Ltd |
Washington, DC |
Q1 2025
|
7
|
$83 M
|
| ORLEANS CAPITAL MANAGEMENT CORP/LA |
Mandeville, LA |
Q1 2025
|
95
|
$170 M
|
| O'ROURKE & COMPANY, Inc |
Boston, MA |
Q2 2025
|
159
|
$210 M
|
| ORRELL CAPITAL MANAGEMENT INC |
Livermore, CA |
Q3 2015
|
25
|
$44 M
|
| ORRSTOWN FINANCIAL SERVICES INC |
Harrisburg, PA |
Q2 2025
|
146
|
$470 M
|
| ORSER CAPITAL MANAGEMENT, LLC |
Southlake, TX |
Q2 2025
|
46
|
$140 M
|
| Orvieto Partners, L.P. |
Boston, MA |
Q1 2025
|
37
|
$110 M
|
| OSAIC HOLDINGS, INC. |
Scottsdale, AZ |
Q1 2025
|
14,089
|
$45 B
|
| Osbon Capital Management LLC |
Boston, MA |
Q2 2019
|
50
|
$94 M
|
| OSBORNE PARTNERS CAPITAL MANAGEMENT, LLC |
San Francisco, CA |
Q1 2025
|
212
|
$1.7 B
|
| Osborn Williams & Donohoe LLC |
Cincinnati, OH |
Q1 2020
|
259
|
$760 M
|
| O'Shares Investment Advisers, LLC |
Boston, MA |
Q3 2023
|
1
|
$0
|
| O'SHAUGHNESSY ASSET MANAGEMENT, LLC |
Stamford, CT |
Q1 2025
|
2,406
|
$12 B
|
| OSKIE CAPITAL MANAGEMENT, LLC |
New York, NY |
Q3 2017
|
28
|
$88 M
|
| Oslo Asset Management AS |
Oslo, Norway |
Q3 2024
|
1
|
$0
|
| Osmium Partners, LLC |
Greenbrae, CA |
Q4 2022
|
6
|
$10 M
|
| Ospraie Management, LLC |
New York, NY |
Q3 2018
|
1
|
$0
|
| Osprey Private Wealth LLC |
New York, NY |
Q2 2025
|
50
|
$180 M
|
| OSSIAM |
Paris, France |
Q1 2025
|
617
|
$7.2 B
|
| OSTERWEIS CAPITAL MANAGEMENT INC |
San Francisco, CA |
Q1 2025
|
383
|
$2.0 B
|
| OSTRUM ASSET MANAGEMENT |
Paris, France |
Q1 2025
|
642
|
$1.9 B
|
| OSTRUM ASSET MANAGEMENT U.S., LLC |
New York, NY |
Q1 2019
|
33
|
$360 M
|
| OTA Financial Group L.P. |
Purchase, NY |
Q2 2023
|
7
|
$140 M
|
| OTA LLC |
Purchase, NY |
Q2 2014
|
61
|
$75 M
|
| Otter Creek Advisors, LLC |
Palm Beach Gardens, FL |
Q1 2025
|
45
|
$170 M
|
| Otter Creek Management Inc |
West Palm Beach, FL |
Q3 2015
|
85
|
$110 M
|
| OUP Management Co., LLC |
Bala Cynwyd, PA |
Q3 2023
|
12
|
$44 M
|
| OUTFITTER ADVISORS, LTD. |
Mclean, VA |
Q2 2018
|
123
|
$220 M
|
| OUTFITTER FINANCIAL LLC |
Brunswick, ME |
Q1 2025
|
76
|
$110 M
|
| Outlook Wealth Advisors, LLC |
Shenandoah, TX |
Q1 2025
|
262
|
$360 M
|
| Ovata Capital Management Ltd |
Hong Kong |
Q1 2025
|
39
|
$260 M
|
| Overbrook Management Corp |
New York, NY |
Q2 2025
|
45
|
$540 M
|
| Overlook Holdings Ltd |
Hong Kong |
Q3 2022
|
1
|
$0
|
| OVERSEA-CHINESE BANKING Corp Ltd |
Singapore |
Q1 2025
|
638
|
$3.5 B
|
| OV Management LLC |
Minneapolis, MN |
Q1 2025
|
57
|
$210 M
|
| Owen LaRue, LLC |
Elizabethtown, KY |
Q2 2025
|
104
|
$240 M
|
| Owl Creek Asset Management, L.P. |
New York, NY |
Q1 2025
|
48
|
$7.3 B
|
| Owls Nest Partners IA, LLC |
Chadds Ford, PA |
Q1 2025
|
15
|
$410 M
|
| Ownership Capital B.V. |
Amsterdam, Netherlands |
Q1 2025
|
22
|
$2.2 B
|
| Oxbow Advisors, LLC |
Austin, TX |
Q1 2025
|
206
|
$950 M
|
| Oxbow Capital Management (HK) Ltd |
Hong Kong |
Q1 2025
|
12
|
$320 M
|
| OxenFree Capital LLC |
Melbourne, FL |
Q2 2025
|
45
|
$160 M
|
| OXFORD ASSET MANAGEMENT LLP |
Oxford, United Kingdom |
Q1 2025
|
440
|
$200 M
|
| OXFORD FINANCIAL GROUP, LTD. LLC |
Indianapolis, IN |
Q1 2025
|
261
|
$1.4 B
|
| Oxford Wealth Group, LLC |
Orlando, FL |
Q4 2024
|
57
|
$150 M
|
| Oxinas Partners Wealth Management LLC |
Jeffersonville, IN |
Q2 2025
|
124
|
$190 M
|
| Oxler Private Wealth LLC |
Rye Brook, NY |
Q1 2025
|
85
|
$280 M
|