P2 Capital Partners, LLC |
New York, NY |
Q3 2024
|
15
|
$880 M
|
Pacer Advisors, Inc. |
Malvern, PA |
Q3 2024
|
2,567
|
$47 B
|
PACES FERRY WEALTH ADVISORS, LLC |
Atlanta, GA |
Q3 2024
|
119
|
$170 M
|
Pachira Investments Inc. |
Dana Point, CA |
Q3 2024
|
49
|
$130 M
|
Pacifica Capital Investments, LLC |
Leander, TX |
Q3 2024
|
16
|
$290 M
|
PACIFIC ALTERNATIVE ASSET MANAGEMENT COMPANY, LLC |
Irvine, CA |
Q3 2017
|
112
|
$910 M
|
Pacifica Partners Inc. |
Surrey, Canada |
Q3 2024
|
532
|
$240 M
|
Pacific Capital Wealth Advisors, Inc. |
Corona, CA |
Q3 2024
|
492
|
$600 M
|
Pacific Center for Financial Services |
San Ramon, CA |
Q3 2024
|
521
|
$380 M
|
Pacific Edge Advisors, LLC |
Corona Del Mar, CA |
Q3 2021
|
39
|
$210 M
|
PACIFIC FINANCIAL GROUP INC |
Bellevue, WA |
Q3 2024
|
55
|
$140 M
|
PACIFIC GLOBAL INVESTMENT MANAGEMENT CO |
Glendale, CA |
Q3 2024
|
211
|
$550 M
|
Pacific Grove Capital LP |
San Francisco, CA |
Q3 2019
|
1
|
$0
|
PACIFIC HEIGHTS ASSET MANAGEMENT LLC |
San Francisco, CA |
Q3 2024
|
71
|
$1.3 B
|
Pacific Life Fund Advisors LLC |
Newport Beach, CA |
Q3 2024
|
21
|
$1.0 B
|
Pacific Ridge Capital Partners, LLC |
Lake Oswego, OR |
Q3 2024
|
137
|
$420 M
|
Pacific Sage Partners, LLC |
Shoreline, WA |
Q3 2024
|
103
|
$420 M
|
PACIFIC SUN FINANCIAL CORP |
Los Angeles, CA |
Q3 2024
|
184
|
$180 M
|
PACIFIC VIEW ASSET MANAGEMENT, LLC |
San Francisco, CA |
Q3 2019
|
5
|
$21 M
|
Pacific Wealth Management |
San Diego, CA |
Q3 2024
|
19
|
$220 M
|
Pacific Wealth Strategies Group, Inc. |
Santa Barbara, CA |
Q3 2024
|
49
|
$130 M
|
Packer & Co Ltd |
Cottesloe, Australia |
Q3 2024
|
3
|
$290 M
|
PACK Private Wealth, LLC |
Wayzata, MN |
Q3 2024
|
41
|
$180 M
|
Pactiv General Employee Benefit Trust |
Lake Forest, IL |
Q3 2023
|
1
|
$8.7 M
|
PacWest Financial Management Inc |
Phoenix, AZ |
Q4 2016
|
82
|
$1.7 B
|
Page Arthur B |
Boston, MA |
Q1 2024
|
110
|
$97 M
|
PagnatoKarp Partners LLC |
Reston, VA |
Q2 2020
|
1
|
$0
|
Pagoda Asset Management, LP |
New York, NY |
Q2 2018
|
1
|
$0
|
Painted Porch Advisors LLC |
Santa Barbara, CA |
Q1 2024
|
64
|
$160 M
|
Paladin Advisory Group, LLC |
Clive, IA |
Q3 2024
|
235
|
$140 M
|
Paladin Wealth, LLC |
Arden Hills, MN |
Q3 2024
|
795
|
$110 M
|
Palantir Technologies Inc. |
Denver, CO |
Q3 2023
|
4
|
$9.7 M
|
Pale Fire Capital SE |
Prague, Czech Republic |
Q3 2024
|
54
|
$640 M
|
Palestra Capital Management LLC |
New York, NY |
Q3 2024
|
36
|
$3.0 B
|
Palisade Asset Management, LLC |
Minneapolis, MN |
Q3 2024
|
197
|
$1.0 B
|
PALISADE CAPITAL MANAGEMENT, LP |
Fort Lee, NJ |
Q3 2024
|
371
|
$3.8 B
|
Palisades Hudson Asset Management, L.P. |
Fort Lauderdale, FL |
Q3 2024
|
159
|
$240 M
|
Palisades Investment Partners, LLC |
Santa Monica, CA |
Q2 2014
|
80
|
$56 B
|
PALLADIEM, LLC |
Bryn Mawr, PA |
Q3 2023
|
53
|
$93 M
|
PALLADIUM PARTNERS LLC |
Norfolk, VA |
Q1 2022
|
386
|
$2.3 B
|
Pallas Capital Advisors LLC |
Braintree, MA |
Q3 2024
|
598
|
$2.3 B
|
Palliser Capital (UK) Ltd |
London, United Kingdom |
Q3 2024
|
11
|
$150 M
|
Palmer Knight Co |
Jacksonville, FL |
Q3 2024
|
35
|
$230 M
|
Palo Alto Investors LP |
Palo Alto, CA |
Q3 2024
|
45
|
$770 M
|
PALO ALTO WEALTH ADVISORS, LLC |
Palo Alto, CA |
Q3 2024
|
50
|
$240 M
|
Palo Capital, Inc. |
Newport Beach, CA |
Q4 2018
|
137
|
$240 M
|
Palo Duro Investment Partners, LP |
Chicago, IL |
Q3 2024
|
16
|
$330 M
|
Palogic Value Management, L.P. |
Dallas, TX |
Q3 2024
|
179
|
$250 M
|
Paloma Partners Management Co |
Greenwich, CT |
Q3 2024
|
1,231
|
$3.6 B
|
Palouse Capital Management, Inc. |
Spokane, WA |
Q3 2024
|
122
|
$160 M
|
Palumbo Wealth Management LLC |
Great Neck, NY |
Q3 2024
|
160
|
$260 M
|
Pamplona Capital Management, LLC |
New York, NY |
Q3 2016
|
1
|
$0
|
PANAGORA ASSET MANAGEMENT INC |
Boston, MA |
Q3 2024
|
1,193
|
$21 B
|
Panning Capital Management, LP |
New York, NY |
Q3 2016
|
8
|
$98 M
|
PANORAMIC INVESTMENT ADVISORS, LLC |
Denver, CO |
Q3 2024
|
118
|
$140 M
|
Pantechnicon Advisors LLP |
London, United Kingdom |
Q2 2024
|
1
|
$0
|
Pantheon Investment Group, LLC |
Sierra Madre, CA |
Q4 2021
|
75
|
$130 M
|
PANTHERA INVESTMENT GmbH |
Chicago, IL |
Q1 2015
|
136
|
$550 M
|
Panview Asian Equity Master Fund |
Central, Hong Kong |
Q3 2024
|
12
|
$430 M
|
PARA ADVISORS LLC |
New York, NY |
Q3 2016
|
11
|
$17 M
|
Paracle Advisors, LLC |
Mercer Island, WA |
Q1 2021
|
82
|
$550 M
|
Paradice Investment Management LLC |
Denver, CO |
Q3 2024
|
25
|
$570 M
|
Paradiem, LLC |
Covington, LA |
Q3 2024
|
56
|
$420 M
|
PARADIGM ASSET MANAGEMENT CO LLC |
New York, NY |
Q3 2024
|
491
|
$380 M
|
Paradigm Biocapital Advisors LP |
New York, NY |
Q3 2024
|
33
|
$3.0 B
|
PARADIGM CAPITAL MANAGEMENT INC/NY |
Albany, NY |
Q3 2024
|
199
|
$2.3 B
|
Paradigm Capital Management, LLC/NV |
Reno, NV |
Q3 2024
|
58
|
$100 M
|
Paradigm Financial Advisors, LLC |
Des Peres, MO |
Q4 2021
|
227
|
$450 M
|
Paradigm Operations LP |
San Francisco, CA |
Q3 2024
|
1
|
$800 M
|
Paradigm, Strategies in Wealth Management, LLC |
Maple Grove, MN |
Q3 2024
|
54
|
$160 M
|
Parafestas Anastasios |
Boston, MA |
Q3 2024
|
2
|
$570.00
|
Paragon Advisors, LLC |
College Station, TX |
Q3 2024
|
77
|
$310 M
|
Paragon Associates II, Ltd |
Dallas, TX |
Q4 2013
|
1
|
$0
|
PARAGON ASSOCIATES & PARAGON ASSOCIATES II JOINT VENTURE |
Dallas, TX |
Q3 2024
|
16
|
$56 M
|
PARAGON CAPITAL MANAGEMENT INC |
Provo, UT |
Q3 2024
|
67
|
$140 M
|
Paragon Capital Management LLC |
Overland Park, KS |
Q3 2024
|
60
|
$190 M
|
Paragon Capital Management Ltd |
Denver, CO |
Q3 2024
|
206
|
$510 M
|
PARAGON FINANCIAL PARTNERS, INC. |
Woodland Hills, CA |
Q3 2024
|
83
|
$140 M
|
Paragon Private Wealth Management, LLC |
Lexington, KY |
Q3 2024
|
163
|
$200 M
|
Paragon Wealth Strategies, LLC |
Jacksonville, FL |
Q4 2023
|
40
|
$360 M
|
Paralel Advisors LLC |
Denver, CO |
Q3 2024
|
109
|
$2.3 B
|
Parallax Volatility Advisers, L.P. |
San Francisco, CA |
Q3 2024
|
1,989
|
$55 B
|
Parallel Advisors, LLC |
San Francisco, CA |
Q3 2024
|
3,418
|
$4.3 B
|
Parameter Capital Management LLC |
Stamford, CT |
Q3 2014
|
1
|
$0
|
Parametrica Management Ltd |
Wanchai, Hong Kong |
Q3 2024
|
62
|
$84 M
|
Parametric Portfolio Associates LLC |
Seattle, WA |
Q1 2022
|
3,673
|
$190 B
|
Parametric Risk Advisors LLC |
Westport, CT |
Q3 2016
|
110
|
$1.5 B
|
Parasol Investment Management, LLC |
Westmont, IL |
Q1 2017
|
93
|
$61 M
|
PAR CAPITAL MANAGEMENT INC |
Boston, MA |
Q3 2024
|
56
|
$3.5 B
|
Parcion Private Wealth LLC |
Bellevue, WA |
Q3 2024
|
335
|
$1.2 B
|
ParenteBeard Wealth Management, LLC |
York, PA |
Q4 2014
|
102
|
$8.4 B
|
Parian Global Management LP |
Pound Ridge, NY |
Q3 2022
|
32
|
$31 M
|
Pariax, LLC |
Newport Beach, CA |
Q4 2023
|
15
|
$44 M
|
Parisi Gray Wealth Management |
Mendham, NJ |
Q3 2024
|
109
|
$300 M
|
Park Avenue Institutional Advisers LLC |
New York, NY |
Q3 2024
|
5
|
$54 M
|
PARK AVENUE SECURITIES LLC |
New York, NY |
Q3 2024
|
1,379
|
$8.9 M
|
Park Capital Group |
Redondo Beach, CA |
Q1 2021
|
6
|
$8.6 M
|
PARK CIRCLE Co |
Baltimore, MD |
Q3 2024
|
107
|
$110 M
|
Park Edge Advisors, LLC |
Cleveland, OH |
Q3 2024
|
139
|
$350 M
|
Parker Financial LLC |
Silverdale, WA |
Q3 2024
|
35
|
$200 M
|
Parker Investment Management, LLC |
Menlo Park, CA |
Q3 2024
|
32
|
$630 M
|
Parkman Healthcare Partners LLC |
Stamford, CT |
Q3 2024
|
93
|
$780 M
|
PARK NATIONAL CORP /OH/ |
Newark, OH |
Q3 2024
|
471
|
$2.9 B
|
Park Place Capital Corp |
Homewood, AL |
Q3 2024
|
857
|
$350 M
|
PARK PRESIDIO CAPITAL LLC |
San Francisco, CA |
Q3 2024
|
11
|
$440 M
|
Parkside Advisors LLC |
Berkeley, CA |
Q3 2024
|
82
|
$420 M
|
Parkside Financial Bank & Trust |
Saint Louis, MO |
Q3 2024
|
3,247
|
$720 M
|
Parkside Investments, LLC |
Deerfield, IL |
Q3 2024
|
93
|
$660 M
|
Park West Asset Management LLC |
San Francisco, CA |
Q3 2024
|
43
|
$1.4 B
|
Parkwood LLC |
Cleveland, OH |
Q3 2024
|
90
|
$1.4 B
|
Parkwoods Wealth Partners, LLC |
Syracuse, NY |
Q3 2024
|
31
|
$120 M
|
PARNASSUS INVESTMENTS, LLC |
San Francisco, CA |
Q3 2024
|
126
|
$47 B
|
Parplus Partners |
New York, NY |
Q1 2020
|
1
|
$340 k
|
Parsec Financial Management, Inc. |
Asheville, NC |
Q1 2023
|
295
|
$2.4 B
|
Parsifal Capital Management, LP |
Greenwich, CT |
Q3 2024
|
15
|
$1.5 B
|
PARSONS CAPITAL MANAGEMENT INC/RI |
Providence, RI |
Q3 2024
|
445
|
$1.6 B
|
PARTHENON LLC |
Louisville, KY |
Q3 2024
|
125
|
$840 M
|
Partner Investment Management, L.P. |
San Francisco, CA |
Q4 2019
|
41
|
$14 M
|
PartnerRe Asset Management CORP |
Greenwich, CT |
Q2 2017
|
2
|
$28 M
|
PartnerRe Principal Finance Inc. |
Greenwich, CT |
Q3 2016
|
1
|
$0
|
PARTNERS CAPITAL INVESTMENT GROUP (HOLDINGS), LLC |
Boston, MA |
Q3 2017
|
76
|
$600 M
|
PARTNERS CAPITAL INVESTMENT GROUP, LLP |
Boston, MA |
Q3 2024
|
177
|
$6.3 B
|
Partners Group Holding AG |
Baar Zug, Switzerland |
Q3 2024
|
41
|
$1.6 B
|
Partnership Wealth Management, LLC |
Towson, MD |
Q3 2024
|
187
|
$140 M
|
Partners Value Investments L.P. |
Hamilton, Bermuda |
Q3 2024
|
10
|
$8.5 B
|
Partnervest Advisory Services LLC |
Santa Barbara, CA |
Q3 2020
|
313
|
$320 M
|
Parus Finance SA |
Paris, France |
Q2 2012
|
27
|
$100 M
|
PARUS FINANCE (UK) Ltd |
London, United Kingdom |
Q3 2024
|
32
|
$310 M
|
Pasadena Private Wealth, LLC |
Pasadena, CA |
Q3 2024
|
157
|
$470 M
|
Passaic Partners LLC |
Newark, NJ |
Q3 2024
|
12
|
$670 M
|
Passive Capital Management, LLC. |
Baltimore, MD |
Q3 2024
|
65
|
$290 M
|
Passport Capital, LLC |
San Francisco, CA |
Q4 2019
|
4
|
$390 M
|
Passumpsic Savings Bank |
St. Johnsbury, VT |
Q3 2024
|
82
|
$150 M
|
PASTEL & ASSOCIES SA |
Paris, France |
Q3 2018
|
5
|
$44 M
|
Pathlight Investors LLC |
Phoenix, AZ |
Q4 2018
|
105
|
$120 M
|
PATHSTONE FAMILY OFFICE, LLC |
Englewood, NJ |
Q3 2023
|
1,659
|
$13 B
|
Pathstone Holdings, LLC |
Englewood, NJ |
Q3 2024
|
5,053
|
$23 B
|
PATHWAY CAPITAL MANAGEMENT, LP |
Irvine, CA |
Q3 2024
|
5
|
$53 M
|
Pathway Financial Advisers, LLC |
Auburn, IN |
Q3 2024
|
419
|
$220 M
|
Pathway Financial Advisors LLC |
South Burlington, VT |
Q3 2024
|
163
|
$390 M
|
Patient Capital Management, LLC |
Baltimore, MD |
Q3 2024
|
41
|
$2.0 B
|
Patient Square Capital LP |
Menlo Park, CA |
Q3 2024
|
11
|
$270 M
|
Patrick Mauro Investment Advisor, INC. |
Oak Brook, IL |
Q3 2024
|
43
|
$190 M
|
PATRICK M SWEENEY & ASSOCIATES, INC |
Libertyville, IL |
Q3 2024
|
151
|
$140 M
|
Patriot Financial Group Insurance Agency, LLC |
Westborough, MA |
Q3 2024
|
501
|
$740 M
|
PATRIOT FINANCIAL PARTNERS GP, LP |
Radnor, PA |
Q3 2024
|
8
|
$280 M
|
PATRIOT INVESTMENT MANAGEMENT GROUP, INC. |
Knoxville, TN |
Q3 2024
|
237
|
$1.4 B
|
Patriot Wealth Management, Inc. |
Houston, TX |
Q4 2018
|
77
|
$680 M
|
PATRIZIA Pty Ltd |
Barton, Australia |
Q3 2024
|
11
|
$67 M
|
PATRON PARTNERS, LLC |
Houston, TX |
Q3 2024
|
174
|
$180 M
|
Patten Group, Inc. |
Chattanooga, TN |
Q3 2024
|
243
|
$450 M
|
PATTEN & PATTEN INC/TN |
Chattanooga, TN |
Q3 2024
|
317
|
$1.5 B
|
PATTON ALBERTSON MILLER GROUP, LLC |
Chattanooga, TN |
Q3 2024
|
218
|
$730 M
|
PATTON FUND MANAGEMENT, INC. |
New York, NY |
Q3 2024
|
76
|
$480 M
|
Paul John Balson |
Marina Del Rey, CA |
Q4 2020
|
90
|
$490 M
|
PAULSON & CO. INC. |
New York, NY |
Q3 2024
|
15
|
$1.4 B
|
Paulson Wealth Management Inc. |
Wheaton, IL |
Q3 2024
|
149
|
$370 M
|
Pavadi Capital LLC |
New York, NY |
Q4 2023
|
14
|
$81 M
|
Pavion Blue Capital, LLC |
Newport Beach, CA |
Q3 2024
|
102
|
$210 M
|
P.A.W. CAPITAL CORP |
Greenwich, CT |
Q3 2024
|
16
|
$44 M
|
PAX Financial Group, LLC |
San Antonio, TX |
Q3 2024
|
225
|
$560 M
|
PAYDEN & RYGEL |
Los Angeles, CA |
Q3 2024
|
122
|
$1.3 B
|
PAYDEN & RYGEL INVESTMENT GROUP |
Los Angeles, CA |
Q2 2024
|
122
|
$1.2 B
|
PayPay Securities Corp |
Tokyo, Japan |
Q3 2024
|
192
|
$1.1 M
|
PBCay One RSC Ltd |
Abu Dhabi, United Arab Emirates |
Q3 2024
|
1
|
$31 M
|
PB INVESTMENT PARTNERS, L.P. |
Burlingame, CA |
Q3 2024
|
8
|
$120 M
|
PBMares Wealth Management LLC |
Williamsburg, VA |
Q3 2024
|
199
|
$480 M
|
PCA Investment Advisory Services Inc. |
Cincinnati, OH |
Q3 2024
|
156
|
$210 M
|
PCG Wealth Advisors, LLC |
Overland Park, KS |
Q3 2024
|
122
|
$260 M
|
PCJ Investment Counsel Ltd. |
Toronto, Ontario, Canada |
Q3 2024
|
70
|
$320 M
|
PCO INVESTMENT MANAGEMENT LP |
Mill Valley, CA |
Q2 2015
|
34
|
$180 M
|
PDS Planning, Inc |
Dublin, OH |
Q3 2024
|
443
|
$1.1 B
|
PDT Partners, LLC |
New York, NY |
Q3 2024
|
710
|
$1.1 B
|
Peachtree Investment Advisors, Inc. |
Atlanta, GA |
Q4 2018
|
73
|
$130 M
|
Peachtree Investment Partners, LLC |
Indian River Shores,, FL |
Q3 2024
|
113
|
$270 M
|
PEAK6 Investments LLC |
Chicago, IL |
Q3 2024
|
3,459
|
$45 B
|
PEAK6 Investments, L.P. |
Chicago, IL |
Q2 2018
|
4,219
|
$23 B
|
Peak Asset Management, LLC |
Louisville, CO |
Q3 2024
|
151
|
$530 M
|
Peak Capital Management LLC |
Colorado Springs, CO |
Q1 2020
|
19
|
$93 M
|
PEAK FINANCIAL ADVISORS LLC |
Denver, CO |
Q3 2024
|
74
|
$190 M
|
Peak Financial Management, Inc. |
Wellesley, MA |
Q3 2024
|
98
|
$340 M
|
Peak Investments, LLC |
Los Angeles, CA |
Q2 2015
|
1
|
$0
|
Peak Ten Capital LLC |
New York, NY |
Q3 2015
|
28
|
$47 M
|
Peak XV Partners Operations LLC |
Trianon, Mauritius |
Q3 2024
|
4
|
$180 M
|
PEAPACK GLADSTONE FINANCIAL CORP |
Bedminster, NJ |
Q2 2024
|
1,176
|
$6.5 B
|
Pearl River Capital, LLC |
Niles, MI |
Q3 2024
|
1
|
$0
|
PEAR TREE ADVISORS INC |
Lincoln, MA |
Q2 2016
|
106
|
$240 M
|
PEAVINE CAPITAL, LLC |
Reno, NV |
Q3 2024
|
10
|
$410 M
|
PECAUT & CO. |
Sioux City, IA |
Q3 2024
|
74
|
$280 M
|
PECONIC PARTNERS LLC |
New York, NY |
Q3 2024
|
6
|
$2.4 B
|
PEDDOCK CAPITAL ADVISORS, LLC |
Braintree, MA |
Q3 2024
|
161
|
$420 M
|
Pegasus Asset Management, Inc. |
Montebello, NY |
Q3 2024
|
70
|
$260 M
|
Pegasus Partners Ltd. |
Mequon, WI |
Q3 2024
|
171
|
$1.1 B
|
PEG CAPITAL MANAGEMENT INC /NH/ |
Canaan, NH |
Q1 2015
|
34
|
$210 M
|
P/E Global LLC |
Boston, MA |
Q3 2024
|
3
|
$360 M
|
Peirce Capital Management, LLC |
The Woodlands, TX |
Q3 2024
|
35
|
$200 M
|
Pekin Hardy Strauss, Inc. |
Chicago, IL |
Q3 2024
|
340
|
$780 M
|
Pelham Capital Ltd. |
London, United Kingdom |
Q3 2024
|
10
|
$170 M
|
PELHAM GLOBAL FINANCIALS LTD |
London, United Kingdom |
Q3 2023
|
1
|
$0
|
Pelion, Inc. |
Salt Lake City, UT |
Q3 2024
|
4
|
$140 M
|
Pelorus Jack Capital, L.P. |
San Francisco, CA |
Q2 2018
|
1
|
$0
|
Peloton Wealth Strategists |
Indianapolis, IN |
Q3 2024
|
93
|
$250 M
|
Pembroke Management, LTD |
Montreal, Quebec |
Q3 2024
|
58
|
$780 M
|
Penbrook Management LLC |
New York, NY |
Q3 2024
|
106
|
$150 M
|
Pendal Group Ltd |
Sydney, Australia |
Q4 2022
|
658
|
$12 B
|
PenderFund Capital Management Ltd. |
Vancouver, British Columbia |
Q3 2024
|
137
|
$430 M
|
PENINSULA ASSET MANAGEMENT INC |
Bradenton, FL |
Q3 2024
|
76
|
$200 M
|
Peninsula Wealth, LLC |
San Francisco, CA |
Q3 2024
|
98
|
$570 M
|
Pennant Capital Management, LLC |
Summit, NJ |
Q3 2018
|
1
|
$0
|
Pennant Investors, LP |
Summit, NJ |
Q3 2024
|
16
|
$350 M
|
Pennant Select, LLC |
Summit, NJ |
Q3 2024
|
10
|
$140 M
|
Penn Capital Management Company, LLC |
Philadelphia, PA |
Q3 2024
|
146
|
$1.1 B
|
PENN DAVIS MCFARLAND INC |
Dallas, TX |
Q3 2024
|
77
|
$890 M
|
Penn Mutual Asset Management |
Conshohocken, PA |
Q3 2024
|
60
|
$50 M
|
Penn Mutual Life Insurance Co |
Horsham, PA |
Q2 2018
|
26
|
$130 M
|
PENNSYLVANIA CAPITAL MANAGEMENT INC /ADV |
Huntingdon Valley, PA |
Q3 2024
|
98
|
$280 M
|
Pennsylvania Trust Co |
Radnor, PA |
Q1 2020
|
351
|
$2.1 B
|
Penobscot Investment Management Company, Inc. |
Boston, MA |
Q3 2024
|
472
|
$1.1 B
|
PENOBSCOT WEALTH MANAGEMENT |
Portland, ME |
Q3 2024
|
76
|
$190 M
|
Penserra Capital Management LLC |
Orinda, CA |
Q3 2024
|
1,620
|
$4.6 B
|
PENSIOENFONDS RAIL & OV |
Utrecht, Netherlands |
Q2 2024
|
36
|
$1.3 B
|
Pensionfund DSM Netherlands |
Heerlen, Netherlands |
Q3 2024
|
69
|
$220 k
|
Pensionfund Sabic |
Heerlen, Netherlands |
Q3 2024
|
203
|
$320 M
|
Pension Partners, LLC |
New York, NY |
Q3 2019
|
18
|
$73 M
|
Pentwater Capital Management LP |
Naples, FL |
Q3 2024
|
95
|
$9.7 B
|
Peoples Bank/KS |
Pratt, KS |
Q3 2024
|
320
|
$150 M
|
PEOPLES BANK /OH |
Marietta, OH |
Q3 2024
|
172
|
$200 M
|
PEOPLES FINANCIAL SERVICES CORP. |
Scranton, PA |
Q3 2024
|
390
|
$220 M
|
People's United Financial, Inc. |
Bridgeport, CT |
Q1 2022
|
617
|
$3.5 B
|
Perbak Capital Partners LLP |
London, United Kingdom |
Q3 2024
|
31
|
$140 M
|
PERCEPTIVE ADVISORS LLC |
New York, NY |
Q3 2024
|
108
|
$4.7 B
|
Peregrine Asset Advisers, Inc. |
Portland, OR |
Q3 2024
|
181
|
$290 M
|
PEREGRINE CAPITAL MANAGEMENT LLC |
Minneapolis, MN |
Q3 2024
|
323
|
$3.3 B
|
Perella Weinberg Partners Capital Management LP |
New York, NY |
Q1 2024
|
26
|
$990 M
|
Perennial Advisors, LLC |
New York, NY |
Q2 2024
|
112
|
$450 M
|
Perennial Investment Advisors, LLC |
Los Angeles, CA |
Q3 2024
|
401
|
$770 M
|
Perennial Investment Partners LTD |
Sydney, Australia |
Q1 2015
|
1
|
$0
|
Performa Ltd (US), LLC |
Charleston, SC |
Q3 2024
|
53
|
$270 M
|
Perfromance Wealth Partners, LLC |
Hinsdale, IL |
Q3 2024
|
197
|
$2.9 B
|
Pergamon Offshore Advisors, L.P. |
New York, NY |
Q4 2015
|
1
|
$0
|
Perigon Wealth Management, LLC |
San Francisco, CA |
Q3 2024
|
992
|
$3.8 B
|
Perimeter Capital Partners, LLC |
Atlanta, GA |
Q4 2014
|
1
|
$0
|
Periscope Capital Inc. |
Toronto, Ontario, Canada |
Q3 2024
|
255
|
$190 M
|
Perissos Private Wealth Management, LLC |
Bethany, OK |
Q3 2024
|
86
|
$120 M
|
PERKINS CAPITAL MANAGEMENT INC |
Wayzata, MN |
Q3 2024
|
84
|
$110 M
|
Perkins Coie Trust Co |
Seattle, WA |
Q3 2024
|
304
|
$450 M
|
Perkins Investment Management, LLC |
Chicago, IL |
Q1 2017
|
251
|
$8.1 B
|
Permanens Capital L.P. |
New York, NY |
Q3 2024
|
53
|
$490 M
|
Permian Investment Partners, LP |
Dallas, TX |
Q3 2024
|
12
|
$720 M
|
Permira Europe III G.P. LTD |
St. Peter Port, Guernsey |
Q3 2018
|
1
|
$0
|
Permira Holdings LTD |
St. Peter Port, Guernsey |
Q3 2024
|
2
|
$3.0 B
|
Permira IV Managers Ltd |
St. Peter Port, Guernsey |
Q3 2017
|
1
|
$0
|
Permit Capital Advisors, LLC |
West Conshohocken, PA |
Q1 2022
|
114
|
$260 M
|
PERMIT CAPITAL, LLC |
West Conshohocken, PA |
Q3 2024
|
31
|
$320 M
|
Perpetual Investment Management Ltd |
Sydney, Australia |
Q4 2022
|
211
|
$840 M
|
Perpetual Ltd |
Sydney, New South Wales, Australia |
Q3 2024
|
686
|
$9.2 B
|
Perritt Capital Management Inc |
Chicago, IL |
Q3 2024
|
303
|
$190 M
|
PERRY CAPITAL |
New York, NY |
Q3 2017
|
1
|
$0
|
PERRY CREEK CAPITAL LP |
New York, NY |
Q3 2024
|
12
|
$240 M
|
Perseverance Asset Management International |
George Town, Cayman Islands |
Q3 2024
|
29
|
$870 M
|
Pershing Square Capital Management, L.P. |
New York, NY |
Q3 2024
|
11
|
$13 B
|
PERSONAL CAPITAL ADVISORS CORP |
Redwood City, CA |
Q4 2022
|
489
|
$21 B
|
PERSONAL CFO SOLUTIONS, LLC |
Chester, NJ |
Q3 2024
|
561
|
$720 M
|
PERSONAL FINANCIAL CONSULTANTS INC /ADV |
Lafayette, CA |
Q2 2019
|
19
|
$130 M
|
Personal Wealth Partners |
Bloomington, MN |
Q2 2022
|
1
|
$0
|
Per Stirling Capital Management, LLC. |
Austin, TX |
Q3 2024
|
258
|
$720 M
|
Pertento Partners LLP |
London, United Kingdom |
Q3 2024
|
25
|
$910 M
|
Peterson Financial Group, Inc. |
Des Moines, IA |
Q3 2024
|
430
|
$26 M
|
Peterson Wealth Advisors, LLC |
Orem, UT |
Q3 2024
|
83
|
$530 M
|
PETERSON WEALTH MANAGEMENT |
Sparks, NV |
Q3 2024
|
48
|
$160 M
|
Peterson Wealth Services |
South Ogden, UT |
Q3 2024
|
218
|
$310 M
|
Petiole USA ltd |
New York, NY |
Q3 2024
|
39
|
$150 M
|
Petix & Botte Co |
La Mesa, CA |
Q3 2024
|
124
|
$380 M
|
PETRA FINANCIAL ADVISORS INC |
Colorado Srpings, CO |
Q3 2024
|
137
|
$150 M
|
PETREDIS INVESTMENT ADVISORS LLC |
Warrendale, PA |
Q3 2024
|
103
|
$940 M
|
Petrus Trust Company, LTA |
Dallas, TX |
Q3 2024
|
536
|
$1.0 B
|
Pettee Investors, Inc. |
Rowayton, CT |
Q3 2024
|
118
|
$210 M
|
Pettinga Financial Advisors LLC |
Evansville, IN |
Q3 2024
|
115
|
$420 M
|
PETTYJOHN, WOOD & WHITE, INC |
Lynchburg, VA |
Q3 2024
|
196
|
$540 M
|
PFC CAPITAL GROUP, INC. |
Los Angeles, CA |
Q3 2024
|
71
|
$210 M
|
PFG Advisors |
Phoenix, AZ |
Q3 2024
|
691
|
$1.6 B
|
PFG Investments, LLC |
Woodbury, NY |
Q3 2024
|
1,021
|
$1.5 B
|
PFG Private Wealth Management, LLC |
Lutz, FL |
Q3 2024
|
238
|
$170 M
|
Pflug Koory, LLC |
Omaha, NE |
Q1 2024
|
404
|
$200 M
|
PFM Asset Management LLC |
Harrisburg, PA |
Q3 2021
|
29
|
$5.4 B
|
PFM Health Sciences, LP |
San Francisco, CA |
Q3 2024
|
75
|
$1.8 B
|
PFS INVESTMENTS INC. |
Duluth, GA |
Q2 2023
|
512
|
$6.1 B
|
PFS Partners, LLC |
Mine Hill, NJ |
Q3 2024
|
448
|
$180 M
|
PFW Advisors LLC |
Atlanta, GA |
Q2 2024
|
118
|
$310 M
|
PGGM Investments |
Zeist, Netherlands |
Q3 2024
|
348
|
$7.8 B
|
PGIM Custom Harvest LLC |
Newark, NJ |
Q3 2024
|
248
|
$4.9 B
|
PGIM Wadhwani LLP |
London, United Kingdom |
Q4 2018
|
5
|
$45 M
|
Pharmstandard International S.A. |
Luxembourg |
Q3 2018
|
7
|
$29 M
|
Pharo Management, Inc. |
New York, NY |
Q3 2024
|
2
|
$180 M
|
Phase 2 Partners, LLC |
San Francisco, CA |
Q3 2024
|
27
|
$170 M
|
PhaseCapital LP |
New York, NY |
Q3 2018
|
27
|
$45 M
|
PHH Investments, Ltd. |
Addison, TX |
Q4 2019
|
81
|
$380 M
|
Philadelphia Financial Management of San Francisco, LLC |
San Francisco, CA |
Q3 2024
|
48
|
$630 M
|
PHILADELPHIA INTERNATIONAL ADVISORS LP |
Philadelphia, PA |
Q1 2015
|
125
|
$240 M
|
PHILADELPHIA TRUST CO |
Philadelphia, PA |
Q3 2024
|
250
|
$1.4 B
|
Philip James Wealth Mangement, LLC |
Milton, GA |
Q3 2024
|
164
|
$810 M
|
PHILLIPS FINANCIAL MANAGEMENT, LLC |
Fort Wayne, IN |
Q3 2024
|
276
|
$1.3 B
|
Phillips Wealth Planners LLC |
Starkville, MS |
Q3 2024
|
194
|
$100 M
|
PhiloSmith Capital Corp |
Stamford, CT |
Q2 2021
|
68
|
$230 M
|
PhiloSmith Capital Corp |
Stamford, CT |
Q3 2024
|
61
|
$400 M
|
Philosophy Capital Management LLC |
Alamo, CA |
Q3 2024
|
31
|
$1.3 B
|
Phocas Financial Corp. |
Alameda, CA |
Q3 2024
|
138
|
$26 B
|
Phoenician Capital LLC |
New York, NY |
Q4 2022
|
12
|
$120 M
|
Phoenix Financial Ltd. |
Givatayim, Israel |
Q3 2024
|
524
|
$6.8 B
|
Phoenix Investment Adviser LLC |
New York, NY |
Q3 2019
|
31
|
$28 M
|
Phoenix Wealth Advisors |
Chapel Hill, NC |
Q3 2024
|
122
|
$220 M
|
Phraction Management LLC |
Colchester, CT |
Q3 2024
|
69
|
$280 M
|
PHYSICIANS FINANCIAL SERVICES, INC. |
Raleigh, NC |
Q3 2024
|
107
|
$320 M
|
Physician Wealth Advisors, Inc. |
Midvale, UT |
Q3 2024
|
183
|
$550 M
|
Physician Wealth Solutions Inc. |
North Las Vegas, NV |
Q3 2024
|
41
|
$200 M
|
PICKERING ENERGY PARTNERS LP |
Houston, TX |
Q3 2024
|
19
|
$5.3 M
|
Pictet Asset Management Holding SA |
Carouge, Switzerland |
Q3 2024
|
2,018
|
$91 B
|
PICTET ASSET MANAGEMENT LTD |
London, United Kingdom |
Q2 2021
|
2,737
|
$92 B
|
PICTET ASSET MANAGEMENT SA |
Geneva 73, Switzerland |
Q2 2023
|
1,970
|
$84 B
|
PICTET BANK & TRUST Ltd |
Nassau, Bahamas |
Q3 2024
|
41
|
$99 M
|
Pictet North America Advisors SA |
Geneva 73, Switzerland |
Q3 2024
|
142
|
$1.0 B
|
PICTON MAHONEY ASSET MANAGEMENT |
Toronto, Ontario, Canada |
Q3 2024
|
840
|
$3.1 B
|
Piedmont Capital Management, LLC |
Whitefish, MT |
Q3 2024
|
51
|
$170 M
|
PIEDMONT INVESTMENT ADVISORS INC |
Durham, NC |
Q2 2020
|
1
|
$0
|
PIER 88 INVESTMENT PARTNERS LLC |
San Francisco, CA |
Q3 2024
|
91
|
$450 M
|
Pier Capital, LLC |
Stamford, CT |
Q3 2024
|
133
|
$710 M
|
Piermont Capital Management Inc. |
St. Louis, MO |
Q4 2018
|
108
|
$210 M
|
PIERSHALE FINANCIAL GROUP, INC. |
Barrington, IL |
Q2 2023
|
269
|
$160 M
|
Pilgrim Global Advisors LLC |
Reno, NV |
Q3 2024
|
5
|
$650 M
|
PILLAR PACIFIC CAPITAL MANAGEMENT LLC |
Pacifica, CA |
Q1 2021
|
567
|
$1.3 B
|
Pillar Wealth Advisors, LLC |
Westtown, PA |
Q3 2024
|
10
|
$3.3 M
|
PINEBRIDGE INVESTMENTS, L.P. |
New York, NY |
Q3 2024
|
724
|
$13 B
|
Pine Brook Road Advisors, L.P. |
Bedford, NY |
Q3 2024
|
3
|
$190 M
|
Pine Harbor Wealth Management, LLC |
Silver Spring, MD |
Q3 2024
|
101
|
$200 M
|
Pine Haven Investment Counsel, Inc |
Fairhaven, MA |
Q3 2024
|
111
|
$120 M
|
Pineno Levin & Ford Asset Management, Inc. |
Richmond, VA |
Q4 2021
|
119
|
$340 M
|
Pine Ridge Advisers LLC |
New York, NY |
Q3 2024
|
35
|
$1.0 B
|
Pineridge Advisors LLC |
St. Charles, MO |
Q3 2024
|
608
|
$260 M
|
Pine River Capital Management L.P. |
Minnetonka, MN |
Q3 2018
|
2
|
$33 M
|
PineStone Asset Management Inc. |
Montreal, Quebec |
Q3 2024
|
44
|
$10 B
|
Pine Valley Investments Ltd Liability Co |
Marlton, NJ |
Q2 2024
|
485
|
$1.5 B
|
PineView Asset Management LP |
Greenwich, CT |
Q2 2018
|
1
|
$0
|
PING CAPITAL MANAGEMENT, INC. |
New York, NY |
Q3 2024
|
84
|
$360 M
|
Pingora Partners LLC |
Wilson, WY |
Q3 2024
|
222
|
$140 M
|
Pinion Investment Advisors, LLC |
Wichita, KS |
Q3 2024
|
154
|
$240 M
|
Pinkerton Retirement Specialists, LLC |
Coeur D Alene, ID |
Q3 2024
|
135
|
$690 M
|
Pinnacle Advisory Group, Inc. |
Columbia, MD |
Q1 2021
|
253
|
$2.2 B
|
PINNACLE ASSOCIATES LTD |
New York, NY |
Q3 2024
|
836
|
$5.9 B
|
Pinnacle Bancorp, Inc. |
Beatrice, NE |
Q3 2024
|
871
|
$370 M
|
Pinnacle Family Advisors, LLC |
Springfield, MO |
Q3 2024
|
117
|
$190 M
|
Pinnacle Financial Group, LLC / IL |
Western Springs, IL |
Q3 2024
|
80
|
$260 M
|
Pinnacle Financial Partners Inc |
Nashville, TN |
Q3 2024
|
1,061
|
$5.0 B
|
Pinnacle Holdings, LLC |
Tulsa, OK |
Q3 2024
|
237
|
$260 M
|
Pinnacle Private Wealth, LLC |
Andover, MA |
Q2 2022
|
272
|
$260 M
|
Pinnacle Summer Investments, Inc. |
Fairfax, VA |
Q4 2015
|
1,370
|
$680 M
|
Pinnacle Wealth Advisors |
Nashville, TN |
Q2 2021
|
967
|
$2.5 B
|
Pinnacle Wealth Management Advisory Group, LLC |
Red Bank, NJ |
Q3 2024
|
366
|
$1.0 B
|
Pinnacle Wealth Management Group, Inc. |
Plymouth, MI |
Q3 2024
|
118
|
$160 M
|
Pinnacle Wealth Management, LLC |
Roseville, CA |
Q3 2024
|
36
|
$84 M
|
Pinnacle Wealth Planning Services, Inc. |
Mansfield, OH |
Q3 2024
|
532
|
$740 M
|
Pinnacle West Asset Management, Inc. |
Casper, WY |
Q3 2024
|
113
|
$140 M
|
PINNBROOK CAPITAL MANAGEMENT LP |
New York, NY |
Q3 2024
|
84
|
$700 M
|
PIN OAK INVESTMENT ADVISORS INC |
Houston, TX |
Q3 2024
|
493
|
$110 M
|
Pinpoint Asset Management Ltd |
Hong Kong |
Q3 2024
|
90
|
$470 M
|
Pinz Capital Management, LP |
New York, NY |
Q3 2022
|
103
|
$55 M
|
PIONEER TRUST BANK N A/OR |
Salem, OR |
Q3 2024
|
125
|
$390 M
|
Pioneer Wealth Management Group |
Austin, TX |
Q3 2024
|
42
|
$210 M
|
PIPER SANDLER & CO. |
Minneapolis, MN |
Q3 2024
|
37
|
$150 M
|
Piscataqua Savings Bank |
Portsmouth, NH |
Q3 2024
|
457
|
$120 M
|
PITCAIRN CO |
Conshohocken, PA |
Q3 2024
|
709
|
$1.7 B
|
PITTENGER & ANDERSON INC |
Lincoln, NE |
Q3 2024
|
456
|
$2.7 B
|
Pitti Group Wealth Management, LLC |
Victor, NY |
Q3 2024
|
60
|
$92 M
|
Pivotal bioVenture Partners Investment Advisor LLC |
San Francisco, CA |
Q3 2024
|
11
|
$170 M
|
Pivot Point Capital Partners, LLC |
San Francisco, CA |
Q4 2018
|
1
|
$0
|
Placemark Investments, Inc. |
Chicago, IL |
Q4 2014
|
1,619
|
$5.7 B
|
Plaisance Capital LLC |
Denver, CO |
Q2 2022
|
25
|
$170 M
|
Plancorp, LLC |
Saint Louis, MO |
Q3 2024
|
315
|
$2.5 B
|
Plan Group Financial, LLC |
Oklahoma City, OK |
Q3 2024
|
114
|
$190 M
|
Planned Solutions, Inc. |
Folsom, CA |
Q3 2024
|
662
|
$250 M
|
PLANNING ALTERNATIVES LTD /ADV |
Birmingham, MI |
Q3 2024
|
58
|
$660 M
|
Planning Capital Management Corp |
Paoli, PA |
Q3 2024
|
780
|
$150 M
|
Planning Center, Inc. |
Moline, IL |
Q3 2024
|
73
|
$810 M
|
PLANNING DIRECTIONS INC |
Glen Mills, PA |
Q3 2024
|
81
|
$170 M
|
Planning Solutions Group LLC |
Fulton, MD |
Q2 2019
|
140
|
$190 M
|
Plante Moran Financial Advisors, LLC |
Southfield, MI |
Q3 2024
|
877
|
$1.2 B
|
Platform Technology Partners |
New York, NY |
Q3 2024
|
224
|
$320 M
|
Platinum Equity Advisors, LLC/DE |
Beverly Hills, CA |
Q3 2024
|
2
|
$590 M
|
PLATINUM EQUITY, LLC |
Beverly Hills, CA |
Q3 2024
|
5
|
$77 M
|
PLATINUM INVESTMENT MANAGEMENT LTD |
Sydney Australia 2000, Australia |
Q3 2024
|
122
|
$2.2 B
|
Platinum Management (NY) LLC |
New York, NY |
Q1 2016
|
5
|
$16 M
|
Plato Investment Management Ltd |
Sydney, Australia |
Q3 2024
|
547
|
$1.2 B
|
Platte River Capital LLC |
Denver, CO |
Q3 2015
|
117
|
$110 M
|
Platte River Wealth Advisors, LLC |
Louisville, CO |
Q3 2024
|
94
|
$370 M
|
Platt Investment Counsel, LLC |
Lake Mary, FL |
Q3 2024
|
10
|
$110 M
|
PL Capital Advisors, LLC |
Naples, FL |
Q3 2024
|
28
|
$280 M
|
Pleasant Lake Partners LLC |
New York, NY |
Q1 2017
|
5
|
$7.9 M
|
Pleiad Investment Advisors Ltd |
Hong Kong |
Q3 2016
|
1
|
$4.3 M
|
PLIMOTH TRUST CO LLC |
Swansea, MA |
Q3 2024
|
306
|
$400 M
|
Plotkin Financial Advisors, LLC |
Chevy Chase, MD |
Q3 2024
|
90
|
$170 M
|
Pluribus Labs, LLC |
Mill Valley, CA |
Q2 2022
|
86
|
$55 M
|
PLUSTICK MANAGEMENT LLC |
Charlottesville, VA |
Q3 2024
|
27
|
$130 M
|
Plymouth Lane Capital Management, LLC |
New York, NY |
Q2 2016
|
1
|
$0
|
PM CAPITAL Ltd |
Sydney, Australia |
Q3 2023
|
9
|
$430 M
|
PNC Financial Services Group, Inc. |
Pittsburgh, PA |
Q3 2024
|
15,960
|
$160 B
|
PNC Managed Account Solutions, Inc. |
Houston, TX |
Q2 2021
|
572
|
$500 M
|
Poehling Capital Management, INC. |
Madison, WI |
Q3 2024
|
134
|
$390 M
|
Point72 Asia (Singapore) Pte. Ltd. |
Singapore |
Q3 2024
|
917
|
$530 M
|
Point72 Asset Management, L.P. |
Stamford, CT |
Q3 2024
|
1,931
|
$39 B
|
Point72 (DIFC) Ltd |
Dubai, United Arab Emirates |
Q3 2024
|
1,390
|
$3.0 B
|
Point72 Europe (London) LLP |
London, United Kingdom |
Q3 2024
|
118
|
$1.6 B
|
Point72 Hong Kong Ltd |
Hong Kong |
Q3 2024
|
438
|
$1.5 B
|
Point72 Italy, S.r.l. |
Milan, Italy |
Q3 2024
|
32
|
$310 M
|
Point72 Middle East FZE |
Dubai, United Arab Emirates |
Q3 2024
|
1
|
$0
|
Point72 Private Investments, LLC |
Stamford, CT |
Q3 2024
|
1
|
$0
|
Point Break Capital Management, LLC |
Miami, FL |
Q3 2024
|
14
|
$85 M
|
Pointe Capital Management LLC |
Grosse Pointe Farms, MI |
Q3 2024
|
160
|
$170 M
|
PointState Capital LP |
New York, NY |
Q3 2024
|
53
|
$5.5 B
|
Point View Wealth Management, Inc. |
Summit, NJ |
Q4 2020
|
276
|
$250 M
|
Polar Asset Management Partners Inc. |
Toronto, Ontario, Canada |
Q3 2024
|
719
|
$4.7 B
|
Polar Capital Holdings Plc |
London, United Kingdom |
Q3 2024
|
289
|
$21 B
|
Polar Capital LLP |
London, United Kingdom |
Q3 2020
|
11
|
$180 M
|
Polaris Capital Management, LLC |
Boston, MA |
Q3 2024
|
92
|
$2.0 B
|
Polaris Venture Management Co IV LLC |
Boston, MA |
Q3 2016
|
4
|
$62 M
|
Polaris Venture Management Co. VI, L.L.C. |
Boston, MA |
Q3 2017
|
1
|
$43 M
|
Polaris Venture Management Co. V, L.L.C. |
Boston, MA |
Q3 2021
|
6
|
$14 M
|
Polaris Wealth Advisory Group, LLC |
San Rafael, CA |
Q3 2023
|
169
|
$1.3 B
|
Polarity Investment Partners LP |
El Segundo, CA |
Q2 2022
|
1
|
$0
|
POLEN CAPITAL MANAGEMENT LLC |
Boca Raton, FL |
Q3 2024
|
118
|
$39 B
|
Polianta Ltd |
St Helier, Jersey |
Q3 2024
|
71
|
$210 M
|
Politan Capital Management LP |
New York, NY |
Q3 2024
|
4
|
$1.8 B
|
Polunin Capital Partners Ltd |
London, United Kingdom |
Q3 2024
|
26
|
$430 M
|
Polus Capital Management Ltd |
London, United Kingdom |
Q3 2024
|
6
|
$420 M
|
Polymer Capital Management (HK) LTD |
Hong Kong |
Q3 2024
|
151
|
$430 M
|
Pomelo Capital LLC |
New York, NY |
Q3 2018
|
74
|
$1.0 B
|
POM Investment Strategies, LLC |
Raleigh, NC |
Q3 2024
|
313
|
$130 M
|
Ponoi II Management, LLC |
San Francisco, CA |
Q3 2022
|
4
|
$38 M
|
Ponoi Management, LLC |
San Francisco, CA |
Q3 2022
|
4
|
$73 M
|
POPE ASSET MANAGEMENT, LLC |
Memphis, TN |
Q3 2018
|
38
|
$160 M
|
Poplar Forest Capital LLC |
Pasadena, CA |
Q3 2024
|
54
|
$730 M
|
Port Capital LLC |
Chicago, IL |
Q3 2024
|
87
|
$2.2 B
|
Portfolio Design Labs, LLC |
Encino, CA |
Q3 2024
|
134
|
$360 M
|
Portfolio Solutions, LLC |
Troy, MI |
Q3 2022
|
55
|
$790 M
|
Portfolio Strategies Inc |
Tacoma, WA |
Q4 2017
|
77
|
$50 M
|
Portfolio Strategies, Inc. |
Monsey, NY |
Q3 2024
|
38
|
$740 M
|
Portland Global Advisors LLC |
Portland, ME |
Q3 2024
|
135
|
$800 M
|
Portland Hill Asset Management Ltd |
London, United Kingdom |
Q1 2024
|
29
|
$41 M
|
PORTLAND HILL CAPITAL LLP |
London, United Kingdom |
Q4 2016
|
21
|
$170 M
|
PORTLAND INVESTMENT COUNSEL INC. |
Burlington, Ontario, Canada |
Q3 2024
|
51
|
$280 M
|
Portland Ltd |
Grand Cayman, Cayman Islands |
Q3 2022
|
6
|
$11 M
|
Portman Ltd |
Grand Cayman, Cayman Islands |
Q3 2024
|
7
|
$40 M
|
Portman Square Capital LLP |
London, United Kingdom |
Q3 2024
|
306
|
$2.7 B
|
PORTOLA GROUP INC /CA |
San Jose, CA |
Q2 2015
|
71
|
$76 M
|
Portolan Capital Management, LLC |
Boston, MA |
Q3 2024
|
129
|
$1.4 B
|
Portside Wealth Group, LLC |
Provo, UT |
Q3 2024
|
1,063
|
$590 M
|
POST ADVISORY GROUP LLC |
Santa Monica, CA |
Q1 2014
|
2
|
$18 M
|
Post Oak Energy Holdings, LLC |
Houston, TX |
Q3 2024
|
1
|
$290 M
|
Potomac Capital Management, Inc. |
New York, NY |
Q4 2023
|
55
|
$86 M
|
Potrero Capital Research LLC |
San Francisco, CA |
Q3 2024
|
41
|
$320 M
|
Powell Investment Advisors, LLC |
Miami, FL |
Q3 2024
|
151
|
$210 M
|
Power Corp of Canada |
Montreal, Quebec, Canada |
Q3 2024
|
3
|
$700 M
|
Powers Advisory Group, LLC |
Highland, IL |
Q3 2024
|
98
|
$200 M
|
POWER WEALTH MANAGEMENT LLC |
Alpharetta, GA |
Q3 2024
|
93
|
$230 M
|
PPM AMERICA INC/IL |
Chicago, IL |
Q3 2024
|
5
|
$11 M
|
PPSC Investment Service Corp |
Tokyo, Japan |
Q3 2024
|
6
|
$850 M
|
PPS&V ASSET MANAGEMENT CONSULTANTS, INC. |
Portage, MI |
Q3 2024
|
39
|
$150 M
|
Praesidium Investment Management Company, LLC |
New York, NY |
Q3 2024
|
13
|
$600 M
|
Praetorian Capital Management LLC |
Coral Gables, FL |
Q1 2023
|
1
|
$0
|
Praetorian PR LLC |
Rincon, Puerto Rico |
Q3 2024
|
14
|
$260 M
|
Praetorian Wealth Management, Inc. |
Carmel, CA |
Q3 2024
|
37
|
$400 M
|
PRAGMA GESTAO DE PATRIMONIO LTD |
Sao Paulo, Brazil |
Q3 2024
|
19
|
$190 M
|
Prairie Sky Financial Group LLC |
Westchester, IL |
Q3 2024
|
81
|
$180 M
|
PrairieView Partners, LLC |
St. Paul, MN |
Q3 2024
|
384
|
$960 M
|
PRAIRIEVIEW WEALTH PARTNERS, LLC |
Orland Park, IL |
Q3 2024
|
18
|
$93 M
|
Prairie Wealth Advisors, Inc. |
Omaha, NE |
Q3 2024
|
145
|
$200 M
|
Prairiewood Capital, LLC |
Fargo, ND |
Q3 2024
|
79
|
$240 M
|
Prana Capital Management, LP |
Greenwich, CT |
Q3 2024
|
85
|
$2.2 B
|
Pratt Collard Advisory Partners LLC |
Buffalo, NY |
Q2 2021
|
97
|
$150 M
|
PRECEDENT WEALTH PARTNERS, LLC |
Houston, TX |
Q3 2024
|
142
|
$300 M
|
Precept Management LLC |
Dallas, TX |
Q3 2023
|
28
|
$130 M
|
PRECISION PATH CAPITAL, LP |
New York, NY |
Q4 2018
|
16
|
$230 M
|
Precision Wealth Strategies, LLC |
Saint Louis, MO |
Q3 2024
|
106
|
$110 M
|
Precocity Capital LP |
Stamford, CT |
Q4 2018
|
41
|
$350 M
|
PRELUDE CAPITAL MANAGEMENT, LLC |
New York, NY |
Q3 2024
|
1,241
|
$1.7 B
|
Premia Global Advisors, LLC |
Coral Gables, FL |
Q3 2019
|
44
|
$58 M
|
PREMIER ASSET MANAGEMENT LLC |
Chicago, IL |
Q1 2023
|
1
|
$0
|
Premier Fund Managers Ltd |
Guildford, United Kingdom |
Q3 2024
|
183
|
$2.8 B
|
Premier Path Wealth Partners, LLC |
Madison, NJ |
Q3 2024
|
364
|
$630 M
|
Premise Capital, LLC |
Naperville, IL |
Q2 2020
|
16
|
$77 M
|
Prentice Capital Management, LP |
Greenwich, CT |
Q3 2024
|
27
|
$45 M
|
Prentice Wealth Management LLC |
Rochester, NY |
Q3 2024
|
108
|
$340 M
|
PRENTISS SMITH & CO INC |
Brattleboro, VT |
Q3 2024
|
69
|
$160 M
|
Prescott General Partners LLC |
Boca Raton, FL |
Q3 2024
|
9
|
$1.5 B
|
PRESCOTT GROUP CAPITAL MANAGEMENT, L.L.C. |
Tulsa, OK |
Q3 2024
|
219
|
$690 M
|
PRESCOTT INVESTORS PROFIT SHARING TRUST |
Boca Raton, FL |
Q3 2022
|
8
|
$46 M
|
Presidio Capital Management, LLC |
San Diego, CA |
Q3 2024
|
71
|
$160 M
|
PRESILIUM PRIVATE WEALTH, LLC |
Radnor, PA |
Q3 2024
|
76
|
$430 M
|
Presima Securities ULC |
Montreal, Quebec |
Q3 2024
|
52
|
$460 M
|
Prestige Wealth Management Group LLC |
Flemington, NJ |
Q3 2024
|
1,324
|
$480 M
|
PREVAIL INNOVATIVE WEALTH ADVISORS, LLC |
Leawood, KS |
Q3 2024
|
158
|
$330 M
|
Prevatt Capital Ltd |
Nassau, Bahamas |
Q3 2024
|
13
|
$300 M
|
P.R. Herzig & Co. Inc. |
Roslyn Heights, NY |
Q3 2018
|
1
|
$0
|
Price Capital Management, Inc. |
Lafayette, LA |
Q3 2024
|
4
|
$20 M
|
Price Jennifer C. |
New York, NY |
Q3 2024
|
30
|
$90 M
|
PRICE MICHAEL F |
New York, NY |
Q1 2022
|
145
|
$850 M
|
PRICE T ROWE ASSOCIATES INC /MD/ |
Baltimore, MD |
Q3 2024
|
4,516
|
$870 B
|
Price Wealth, LLC |
Austin, TX |
Q3 2020
|
447
|
$360 M
|
Priebe Wealth Holdings LLC |
Maple Grove, MN |
Q3 2024
|
65
|
$140 M
|
Primavera Capital Management Ltd |
George Town, Cayman Islands |
Q3 2024
|
3
|
$590 M
|
Prime Capital Investment Advisors, LLC |
Overland Park, KS |
Q3 2024
|
944
|
$7.0 B
|
Prime Capital Management Co Ltd |
Hong Kong |
Q3 2024
|
4
|
$610 M
|
PRIMECAP MANAGEMENT CO/CA/ |
Pasadena, CA |
Q3 2024
|
336
|
$140 B
|
Prime Movers Lab LLC |
Jackson, WY |
Q1 2024
|
2
|
$14 M
|
PRIMORIS WEALTH ADVISORS, LLC |
North Palm Beach, FL |
Q3 2024
|
101
|
$140 M
|
Prince Street Capital Management LLC |
New York, NY |
Q3 2022
|
10
|
$40 M
|
Princeton Alpha Management LP |
Princeton Junction, NJ |
Q2 2017
|
1
|
$0
|
PRINCETON CAPITAL MANAGEMENT INC |
Princeton, NJ |
Q3 2017
|
69
|
$200 M
|
PRINCETON CAPITAL MANAGEMENT LLC |
Red Bank, NJ |
Q3 2024
|
119
|
$320 M
|
Princeton Global Asset Management LLC |
Princeton, NJ |
Q3 2024
|
669
|
$510 M
|
Princeton Portfolio Strategies Group LLC |
Princeton, NJ |
Q2 2021
|
139
|
$520 M
|
PRINCIPAL FINANCIAL GROUP INC |
Des Moines, IA |
Q3 2024
|
4,490
|
$180 B
|
PRINCIPAL SECURITIES, INC. |
Des Moines, IA |
Q3 2024
|
3,452
|
$4.1 B
|
Principal Street Partners, LLC |
Memphis, TN |
Q3 2024
|
302
|
$610 M
|
Principle Wealth Partners LLC |
Madison, CT |
Q3 2024
|
340
|
$1.4 B
|
PRING TURNER CAPITAL GROUP INC |
Alamo, CA |
Q3 2024
|
69
|
$160 M
|
PRIO WEALTH LIMITED PARTNERSHIP |
Boston, MA |
Q3 2024
|
266
|
$3.4 B
|
Prisma Capital Partners LP |
New York, NY |
Q3 2019
|
8
|
$18 M
|
Prism Advisors, Inc. |
Studio City, CA |
Q3 2024
|
67
|
$350 M
|
Private Advisor Group, LLC |
Morristown, NJ |
Q3 2024
|
2,456
|
$16 B
|
Private Advisors, LLC |
Richmond, VA |
Q3 2020
|
187
|
$140 M
|
Private Advisory Group LLC |
Redmond, WA |
Q3 2024
|
199
|
$840 M
|
PRIVATE ASSET MANAGEMENT INC |
San Diego, CA |
Q3 2023
|
118
|
$430 M
|
Private Capital Advisors, Inc. |
Darien, CT |
Q3 2024
|
78
|
$910 M
|
Private Capital Group, LLC |
West Hartford, CT |
Q2 2022
|
1,944
|
$130 M
|
PRIVATE CAPITAL MANAGEMENT INC |
Eagan, MN |
Q3 2017
|
171
|
$89 M
|
PRIVATE CAPITAL MANAGEMENT LLC |
Denver, CO |
Q3 2024
|
338
|
$560 M
|
Private Capital Management, LLC |
Naples, FL |
Q3 2024
|
138
|
$930 M
|
PRIVATE CLIENT SERVICES, LLC |
Louisville, KY |
Q3 2024
|
169
|
$190 M
|
Private Harbour Investment Management & Counsel, LLC |
Sagamore Hills, OH |
Q3 2024
|
38
|
$95 M
|
PRIVATE MANAGEMENT GROUP INC |
Irvine, CA |
Q3 2024
|
211
|
$2.8 B
|
Private Ocean, LLC |
San Rafael, CA |
Q2 2024
|
633
|
$1.1 B
|
Private Portfolio Partners LLC |
Paramus, NJ |
Q3 2024
|
293
|
$530 M
|
PRIVATE TRUST CO NA |
Cleveland, OH |
Q3 2024
|
2,292
|
$990 M
|
Private Vista, LLC |
Chicago, IL |
Q2 2020
|
117
|
$210 M
|
Private Wealth Advisors, Inc. |
Greensburg, PA |
Q4 2020
|
127
|
$180 M
|
Private Wealth Advisors, LLC |
Fresno, CA |
Q3 2024
|
80
|
$260 M
|
Private Wealth Group, LLC |
Tampa, FL |
Q3 2024
|
63
|
$200 M
|
Private Wealth Management Group, LLC |
Princeton, NJ |
Q3 2024
|
1,509
|
$250 M
|
Private Wealth Partners, LLC |
Mill Valley, CA |
Q3 2024
|
170
|
$1.3 B
|
Private Wealth Strategies, L.L.C. |
New Albany, OH |
Q2 2024
|
73
|
$500 M
|
Privium Fund Management B.V. |
Amsterdam, Netherlands |
Q3 2024
|
82
|
$400 M
|
Privium Fund Management (UK) Ltd |
London, United Kingdom |
Q3 2024
|
8
|
$55 M
|
Proactive Wealth Strategies LLC |
Marietta, GA |
Q3 2024
|
124
|
$180 M
|
PROATHLETE WEALTH MANAGEMENT LLC |
Boca Raton, FL |
Q3 2024
|
59
|
$240 M
|
Probabilities Fund Management, LLC |
White Plains, NY |
Q4 2021
|
11
|
$28 M
|
Probity Advisors, Inc. |
Dallas, TX |
Q3 2024
|
227
|
$520 M
|
Processus Wealth & Capital Management, LLC |
Brentwood, TN |
Q3 2024
|
34
|
$120 M
|
Procyon Advisors, LLC |
Shelton, CT |
Q3 2024
|
546
|
$1.5 B
|
Proem Advisors LLC |
Dallas, TX |
Q3 2022
|
20
|
$60 M
|
PROFESSIONAL ADVISORY SERVICES INC |
Vero Beach, FL |
Q3 2024
|
81
|
$760 M
|
Professional Financial Advisors, LLC |
North Platte, NE |
Q3 2024
|
105
|
$390 M
|
PROFESSIONAL PLANNING |
Thousand Oaks, CA |
Q3 2021
|
124
|
$210 M
|
PROFFITT & GOODSON INC |
Knoxville, TN |
Q3 2024
|
306
|
$610 M
|
Proficio Capital Partners LLC |
Newton, MA |
Q3 2024
|
285
|
$1.0 B
|
Profit Investment Management, LLC |
North Bethesda, MD |
Q3 2024
|
81
|
$130 M
|
PROFUND ADVISORS LLC |
Bethesda, MD |
Q3 2024
|
1,132
|
$2.6 B
|
Progeny 3, Inc. |
Kirkland, WA |
Q3 2024
|
34
|
$1.2 B
|
Progressive Investment Management Corp |
Lake Oswego, OR |
Q3 2024
|
58
|
$390 M
|
PROMETHIUM ADVISORS,LLC |
Bethesda, MD |
Q3 2024
|
133
|
$140 M
|
Promethos Capital, LLC |
Boston, MA |
Q3 2024
|
82
|
$280 M
|
PROOF Management, LLC |
Reston, VA |
Q3 2020
|
1
|
$0
|
Propel Bio Management, LLC |
Los Angeles, CA |
Q3 2024
|
21
|
$170 M
|
Proprium Capital Partners, L.P. |
Stamford, CT |
Q3 2017
|
2
|
$54 M
|
ProQuest Associates IV LLC |
Naples, FL |
Q3 2018
|
5
|
$53 M
|
Proquility Private Wealth Partners, LLC |
Las Vegas, NV |
Q3 2024
|
87
|
$310 M
|
ProShare Advisors LLC |
Bethesda, MD |
Q3 2024
|
2,065
|
$41 B
|
Prosight Management, LP |
Dallas, TX |
Q3 2024
|
47
|
$410 M
|
Prosiris Capital Management LP |
New York, NY |
Q3 2017
|
1
|
$0
|
Prospect Capital Advisors, LLC |
Sausalito, CA |
Q3 2024
|
47
|
$220 M
|
Prospect Financial Services LLC |
Melville, NY |
Q3 2024
|
105
|
$160 M
|
Prospect Hill Management, LLC |
Short Hills, NJ |
Q3 2024
|
16
|
$200 M
|
PROSPECTOR FUNDS, INC. |
Guilford, CT |
Q3 2024
|
1
|
$0
|
PROSPECTOR PARTNERS LLC |
Guilford, CT |
Q3 2024
|
97
|
$960 M
|
Prospera Financial Services Inc |
Dallas, TX |
Q3 2024
|
1,116
|
$3.9 B
|
PROSPERA PRIVATE WEALTH, LLC |
Oklahoma City, OK |
Q3 2024
|
781
|
$540 M
|
Prosperitas Financial LLC |
Valencia, CA |
Q3 2024
|
62
|
$190 M
|
Prosperity Capital Management Ltd |
Camana Bay, Cayman Islands |
Q1 2020
|
2
|
$84 M
|
Prosperity Consulting Group, LLC |
Owings Mills, MD |
Q3 2024
|
458
|
$1.3 B
|
Prosperity Financial Group, Inc. |
San Ramon, CA |
Q3 2024
|
157
|
$180 M
|
Prosperity Planning, Inc. |
Kansas City, MO |
Q3 2024
|
104
|
$320 M
|
Prosperity Wealth Management, Inc. |
San Ramon, CA |
Q3 2024
|
192
|
$250 M
|
Prossimo Advisors, LLC |
San Luis Obispo, CA |
Q3 2024
|
140
|
$140 M
|
Prostatis Group LLC |
Hanover, MD |
Q2 2023
|
250
|
$210 M
|
PROTECTIVE LIFE CORP |
Birmingham, AL |
Q3 2024
|
1
|
$3.6 M
|
PROVENANCE CAPITAL ADVISORS LP |
New York, NY |
Q4 2016
|
1
|
$0
|
PROVENCE WEALTH MANAGEMENT GROUP |
Irvine, CA |
Q4 2023
|
552
|
$190 M
|
Provenire Capital, LLC |
Eden Prairie, MN |
Q3 2021
|
38
|
$27 M
|
Provida Pension Fund Administrator |
Las Condes, Santiago, Chile |
Q3 2024
|
1
|
$0
|
Providence Capital Advisors, LLC |
Charlotte, NC |
Q3 2024
|
354
|
$500 M
|
Providence Equity Partners L.L.C. |
Providence, RI |
Q3 2024
|
3
|
$990 M
|
Providence First Trust Co |
Scottsdale, AZ |
Q3 2024
|
97
|
$240 M
|
Providence Wealth Advisors, LLC |
Frankfort, IL |
Q3 2024
|
83
|
$140 M
|
Provident Co of the Employees of the Hebrew University LTD |
Jerusalem, Israel |
Q3 2024
|
29
|
$89 M
|
Provident Investment Management, Inc. |
Novi, MI |
Q3 2024
|
77
|
$1.1 B
|
PROVIDENT TRUST CO |
Waukesha, WI |
Q3 2024
|
29
|
$5.5 B
|
Provident Wealth Management, LLC |
Brentwood, TN |
Q3 2024
|
125
|
$290 M
|
ProVise Management Group, LLC |
Clearwater, FL |
Q3 2024
|
296
|
$1.3 B
|
Proxima Capital Management, LLC |
New York, NY |
Q3 2020
|
26
|
$21 M
|
Prudence Asset Management Ltd |
Hong Kong |
Q3 2018
|
5
|
$3.7 M
|
Prudence Investment Management (Hong Kong) Ltd. |
12 Harcourt Road Central, Hong Kong |
Q3 2022
|
25
|
$78 M
|
PRUDENTIAL FINANCIAL INC |
Newark, NJ |
Q3 2024
|
5,636
|
$71 B
|
PRUDENTIAL PLC |
London, England, United Kingdom |
Q3 2024
|
883
|
$20 B
|
PRUDENT INVESTORS NETWORK, INC. |
Lake Forest, CA |
Q3 2024
|
52
|
$330 M
|
Prudent Man Advisors, LLC |
Naperville, IL |
Q3 2024
|
183
|
$300 M
|
PRW Wealth Management LLC |
Quincy, MA |
Q3 2023
|
106
|
$260 M
|
Prysm Capital, L.P. |
Princeton, NJ |
Q3 2024
|
1
|
$8.7 M
|
Psagot Value Holdings Ltd. |
Tel Aviv, Israel |
Q3 2021
|
417
|
$580 M
|
Psagot Value Holdings Ltd. / (Israel) |
Tel Aviv, Israel |
Q3 2024
|
137
|
$0
|
P SCHOENFELD ASSET MANAGEMENT LP |
New York, NY |
Q3 2024
|
37
|
$410 M
|
P&S Credit Management, L.P. |
New York, NY |
Q1 2024
|
14
|
$62 M
|
PSG Equity L.L.C. |
Boston, MA |
Q3 2024
|
1
|
$890 M
|
PSI Advisors, LLC |
Tampa, FL |
Q3 2024
|
2,484
|
$340 M
|
PSquared Asset Management AG |
Zurich, Switzerland |
Q3 2024
|
10
|
$420 M
|
P-STS SPV GP IA, LLC |
San Francisco, CA |
Q2 2021
|
1
|
$0
|
P-STS SPV GP I, LLC |
San Francisco, CA |
Q2 2021
|
1
|
$0
|
PT ASSET MANAGEMENT, LLC |
Chicago, IL |
Q3 2018
|
5
|
$14 M
|
PUBLIC EMPLOYEES RETIREMENT ASSOCIATION OF COLORADO |
Denver, CO |
Q3 2024
|
1,944
|
$25 B
|
PUBLIC EMPLOYEES RETIREMENT SYSTEM OF OHIO |
Columbus, OH |
Q3 2024
|
2,208
|
$23 B
|
PUBLIC INVESTMENT FUND |
Al Aqiq District, Riyadh, Saudi Arabia |
Q3 2024
|
54
|
$27 B
|
Public Sector Pension Investment Board |
Montreal, Quebec |
Q3 2024
|
1,228
|
$19 B
|
Puissance Capital Management LP |
New York, NY |
Q3 2020
|
5
|
$17 M
|
Pullen Investment Management, LLC |
Bradenton, FL |
Q3 2024
|
100
|
$140 M
|
PUNCH & ASSOCIATES INVESTMENT MANAGEMENT, INC. |
Edina, MN |
Q3 2024
|
169
|
$1.8 B
|
Punch Card Capital, L.P. |
Winter Park, FL |
Q3 2014
|
2
|
$110 M
|
Punch Card Management L.P. |
Winter Park, FL |
Q3 2024
|
4
|
$330 M
|
PURA VIDA INVESTMENTS, LLC |
New York, NY |
Q3 2024
|
42
|
$150 M
|
Pure Financial Advisors, LLC |
San Diego, CA |
Q3 2024
|
326
|
$4.2 B
|
PURE PORTFOLIOS HOLDINGS LLC |
Lake Oswego, OR |
Q3 2024
|
105
|
$260 M
|
PURSUE WEALTH PARTNERS LLC |
Clayton, CA |
Q3 2024
|
112
|
$180 M
|
Purus Wealth Management, LLC |
Newport Beach, CA |
Q3 2024
|
117
|
$240 M
|
PUTNAM INVESTMENTS LLC |
Boston, MA |
Q4 2023
|
2,300
|
$76 B
|
PUZO MICHAEL J |
Boston, MA |
Q3 2024
|
282
|
$380 M
|
PVG Asset Management |
Golden, CO |
Q4 2016
|
98
|
$240 M
|
PVG ASSET MANAGEMENT CORP |
Golden, CO |
Q2 2024
|
36
|
$25 M
|
PWMCO, LLC |
Chicago, IL |
Q1 2020
|
60
|
$300 M
|
PW Partners Capital Management LLC |
Chicago, IL |
Q3 2016
|
4
|
$77 M
|
PYA Waltman Capital, LLC |
Knoxville, TN |
Q3 2024
|
73
|
$310 M
|
Pyrrho Capital Management, LP |
New York, NY |
Q4 2016
|
31
|
$67 M
|
Pythagorean Trading, LLC |
Stamford, CT |
Q3 2024
|
1
|
$0
|
PZENA INVESTMENT MANAGEMENT LLC |
New York, NY |
Q3 2024
|
191
|
$31 B
|