| P2 Capital Partners, LLC |
New York, NY |
Q2 2023
|
15
|
$860 M
|
| Pacer Advisors, Inc. |
Malvern, PA |
Q2 2023
|
3,551
|
$25 B
|
| PACES FERRY WEALTH ADVISORS, LLC |
Atlanta, GA |
Q2 2023
|
108
|
$130 M
|
| Pachira Investments Inc. |
Dana Point, CA |
Q2 2023
|
38
|
$93 M
|
| Pacifica Capital Investments, LLC |
Leander, TX |
Q2 2023
|
18
|
$320 M
|
| PACIFIC ALTERNATIVE ASSET MANAGEMENT COMPANY, LLC |
Irvine, CA |
Q3 2017
|
112
|
$910 M
|
| Pacifica Partners Inc. |
Surrey, Canada |
Q2 2023
|
511
|
$180 M
|
| PACIFIC CAPITAL WEALTH ADVISORS, INC |
Corona, CA |
Q2 2023
|
66
|
$390 M
|
| Pacific Center for Financial Services |
San Ramon, CA |
Q2 2023
|
436
|
$300 M
|
| Pacific Edge Advisors, LLC |
Corona Del Mar, CA |
Q3 2021
|
39
|
$210 M
|
| PACIFIC FINANCIAL GROUP INC |
Bellevue, WA |
Q2 2023
|
57
|
$150 M
|
| PACIFIC GLOBAL INVESTMENT MANAGEMENT CO |
Glendale, CA |
Q2 2023
|
212
|
$480 M
|
| Pacific Grove Capital LP |
San Francisco, CA |
Q3 2019
|
1
|
$0
|
| Pacific Heights Asset Management LLC |
San Francisco, CA |
Q2 2023
|
74
|
$1.1 B
|
| Pacific Life Fund Advisors LLC |
Newport Beach, CA |
Q2 2023
|
19
|
$980 M
|
| Pacific Ridge Capital Partners, LLC |
Lake Oswego, OR |
Q2 2023
|
133
|
$440 M
|
| Pacific Sage Partners, LLC |
Shoreline, WA |
Q2 2023
|
90
|
$340 M
|
| PACIFIC SUN FINANCIAL CORP |
Aliso Viejo, CA |
Q2 2023
|
174
|
$150 M
|
| PACIFIC VIEW ASSET MANAGEMENT, LLC |
San Francisco, CA |
Q3 2019
|
5
|
$21 M
|
| Pacific Wealth Management |
San Diego, CA |
Q2 2023
|
27
|
$150 M
|
| Pacific Wealth Strategies Group, Inc. |
Santa Barbara, CA |
Q2 2023
|
49
|
$98 M
|
| Packer & Co Ltd |
Cottesloe, Australia |
Q4 2022
|
3
|
$290 M
|
| PACK Private Wealth, LLC |
Wayzata, MN |
Q2 2023
|
39
|
$130 M
|
| Pactiv General Employee Benefit Trust |
Lake Forest, IL |
Q2 2023
|
1
|
$9.4 M
|
| PacWest Financial Management Inc |
Phoenix, AZ |
Q4 2016
|
82
|
$1.7 B
|
| Page Arthur B |
Boston, MA |
Q2 2023
|
151
|
$110 M
|
| PagnatoKarp Partners LLC |
Reston, VA |
Q2 2020
|
1
|
$0
|
| Pagoda Asset Management, LP |
New York, NY |
Q2 2018
|
1
|
$0
|
| Paladin Advisory Group, LLC |
Clive, IA |
Q2 2023
|
267
|
$120 M
|
| Palantir Technologies Inc. |
Denver, CO |
Q2 2023
|
5
|
$16 M
|
| Pale Fire Capital SE |
Prague, Czech Republic |
Q2 2023
|
49
|
$1.4 B
|
| Palestra Capital Management LLC |
New York, NY |
Q2 2023
|
27
|
$2.0 B
|
| Palisade Asset Management, LLC |
Minneapolis, MN |
Q2 2023
|
181
|
$860 M
|
| PALISADE CAPITAL MANAGEMENT, LP |
Fort Lee, NJ |
Q2 2023
|
363
|
$3.8 B
|
| Palisades Hudson Asset Management, L.P. |
Fort Lauderdale, FL |
Q2 2023
|
146
|
$190 M
|
| Palisades Investment Partners, LLC |
Santa Monica, CA |
Q2 2014
|
80
|
$56 B
|
| PALLADIEM, LLC |
Bryn Mawr, PA |
Q1 2023
|
55
|
$94 M
|
| PALLADIUM PARTNERS LLC |
Norfolk, VA |
Q1 2022
|
386
|
$2.3 B
|
| Pallas Capital Advisors LLC |
Braintree, MA |
Q2 2023
|
259
|
$2.2 B
|
| Palliser Capital (UK) Ltd |
London, United Kingdom |
Q2 2023
|
7
|
$99 M
|
| Palmer Knight Co |
Jacksonville, FL |
Q2 2023
|
31
|
$170 M
|
| Palo Alto Investors LP |
Palo Alto, CA |
Q2 2023
|
30
|
$1.2 B
|
| PALO ALTO WEALTH ADVISORS, LLC |
Palo Alto, CA |
Q2 2023
|
39
|
$130 M
|
| Palo Capital, Inc. |
Newport Beach, CA |
Q4 2018
|
137
|
$240 M
|
| PALO DURO INVESTMENT PARTNERS, LP |
Chicago, IL |
Q2 2023
|
6
|
$310 M
|
| Palogic Value Management, L.P. |
Dallas, TX |
Q2 2023
|
160
|
$210 M
|
| Paloma Partners Management Co |
Greenwich, CT |
Q2 2023
|
755
|
$2.8 B
|
| Palouse Capital Management, Inc. |
Spokane, WA |
Q2 2023
|
73
|
$140 M
|
| Palumbo Wealth Management LLC |
Great Neck, NY |
Q2 2023
|
105
|
$160 M
|
| Pamplona Capital Management, LLC |
New York, NY |
Q3 2016
|
1
|
$0
|
| PANAGORA ASSET MANAGEMENT INC |
Boston, MA |
Q2 2023
|
1,240
|
$17 B
|
| Panning Capital Management, LP |
New York, NY |
Q3 2016
|
8
|
$98 M
|
| PANORAMIC INVESTMENT ADVISORS, LLC |
Denver, CO |
Q4 2022
|
94
|
$98 M
|
| 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 |
Q2 2023
|
9
|
$81 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 |
Q2 2023
|
41
|
$1.3 B
|
| Paradiem, LLC |
Covington, LA |
Q2 2023
|
102
|
$350 M
|
| PARADIGM ASSET MANAGEMENT CO LLC |
New York, NY |
Q2 2023
|
506
|
$370 M
|
| Paradigm Biocapital Advisors LP |
New York, NY |
Q2 2023
|
30
|
$1.3 B
|
| PARADIGM CAPITAL MANAGEMENT INC/NY |
Albany, NY |
Q2 2023
|
214
|
$1.7 B
|
| Paradigm Capital Management, LLC/NV |
Reno, NV |
Q4 2022
|
41
|
$68 M
|
| Paradigm Financial Advisors, LLC |
Des Peres, MO |
Q4 2021
|
227
|
$450 M
|
| Paradigm Financial Partners, LLC |
Westport, CT |
Q2 2023
|
196
|
$370 M
|
| Paradigm Operations LP |
San Francisco, CA |
Q2 2023
|
1
|
$330 M
|
| Paradigm, Strategies in Wealth Management, LLC |
Maple Grove, MN |
Q2 2023
|
44
|
$150 M
|
| Parafestas Anastasios |
Boston, MA |
Q2 2023
|
2
|
$960.00
|
| Paragon Advisors, LLC |
College Station, TX |
Q2 2023
|
107
|
$310 M
|
| Paragon Associates II, Ltd |
Dallas, TX |
Q4 2013
|
1
|
$0
|
| PARAGON ASSOCIATES & PARAGON ASSOCIATES II JOINT VENTURE |
Dallas, TX |
Q2 2023
|
13
|
$49 M
|
| Paragon Capital Management LLC |
Overland Park, KS |
Q2 2023
|
54
|
$170 M
|
| Paragon Capital Management Ltd |
Denver, CO |
Q2 2023
|
191
|
$460 M
|
| PARAGON FINANCIAL PARTNERS, INC. |
Woodland Hills, CA |
Q2 2023
|
84
|
$110 M
|
| Paragon Private Wealth Management, LLC |
Lexington, KY |
Q2 2023
|
129
|
$130 M
|
| Paragon Wealth Strategies, LLC |
Jacksonville, FL |
Q2 2023
|
38
|
$320 M
|
| Paralel Advisors LLC |
Denver, CO |
Q2 2023
|
81
|
$1.9 B
|
| Parallax Volatility Advisers, L.P. |
San Francisco, CA |
Q2 2023
|
2,322
|
$46 B
|
| Parallel Advisors, LLC |
San Francisco, CA |
Q2 2023
|
3,385
|
$3.1 B
|
| Parameter Capital Management LLC |
Stamford, CT |
Q3 2014
|
1
|
$0
|
| Parametrica Management Ltd |
Wanchai, Hong Kong |
Q2 2023
|
27
|
$52 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 |
Q2 2023
|
45
|
$2.9 B
|
| Parcion Private Wealth LLC |
Bellevue, WA |
Q2 2023
|
262
|
$990 M
|
| 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 |
Q2 2023
|
13
|
$32 M
|
| Parisi Gray Wealth Management |
Bedminster, NJ |
Q2 2023
|
99
|
$220 M
|
| Park Avenue Institutional Advisers LLC |
New York, NY |
Q2 2023
|
5
|
$41 M
|
| PARK AVENUE SECURITIES LLC |
New York, NY |
Q2 2023
|
720
|
$6.3 B
|
| Park Capital Group |
Redondo Beach, CA |
Q1 2021
|
6
|
$8.6 M
|
| PARK CIRCLE Co |
Baltimore, MD |
Q2 2023
|
106
|
$110 M
|
| Park Edge Advisors, LLC |
Cleveland, OH |
Q2 2023
|
102
|
$300 M
|
| Parker Financial LLC |
Silverdale, WA |
Q2 2023
|
42
|
$140 M
|
| Parker Investment Management, LLC |
Menlo Park, CA |
Q2 2023
|
28
|
$620 M
|
| Parkman Healthcare Partners LLC |
Stamford, CT |
Q2 2023
|
95
|
$580 M
|
| PARK NATIONAL CORP /OH/ |
Newark, OH |
Q2 2023
|
453
|
$2.3 B
|
| Park Place Capital Corp |
Homewood, AL |
Q2 2023
|
1,005
|
$350 M
|
| PARK PRESIDIO CAPITAL LLC |
San Francisco, CA |
Q2 2023
|
10
|
$400 M
|
| Parkside Advisors LLC |
Berkeley, CA |
Q2 2023
|
75
|
$320 M
|
| Parkside Financial Bank & Trust |
Saint Louis, MO |
Q2 2023
|
3,055
|
$420 M
|
| Parkside Investments, LLC |
Deerfield, IL |
Q2 2023
|
85
|
$540 M
|
| Park West Asset Management LLC |
San Francisco, CA |
Q2 2023
|
35
|
$1.1 B
|
| Parkwood LLC |
Cleveland, OH |
Q2 2023
|
142
|
$550 M
|
| PARNASSUS INVESTMENTS, LLC |
San Francisco, CA |
Q2 2023
|
134
|
$43 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 |
Q2 2023
|
17
|
$1.3 B
|
| PARSONS CAPITAL MANAGEMENT INC/RI |
Providence, RI |
Q2 2023
|
426
|
$1.3 B
|
| PARTHENON LLC |
Louisville, KY |
Q2 2023
|
116
|
$690 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 |
Q2 2023
|
221
|
$4.7 B
|
| Partners Group Holding AG |
Baar Zug, Switzerland |
Q2 2023
|
45
|
$1.2 B
|
| Partners Value Investments LP |
Toronto, Ontario, Canada |
Q2 2021
|
8
|
$6.6 T
|
| 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 |
Q2 2023
|
27
|
$240 M
|
| Pasadena Private Wealth, LLC |
Pasadena, CA |
Q2 2023
|
113
|
$350 M
|
| Passaic Partners LLC |
Newark, NJ |
Q2 2023
|
11
|
$590 M
|
| Passive Capital Management, LLC. |
Baltimore, MD |
Q1 2023
|
52
|
$230 M
|
| Passport Capital, LLC |
San Francisco, CA |
Q4 2019
|
4
|
$390 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 |
Q2 2023
|
1,198
|
$6.7 B
|
| PATHWAY CAPITAL MANAGEMENT, LP |
Irvine, CA |
Q2 2023
|
9
|
$56 M
|
| Pathway Financial Advisors LLC |
South Burlington, VT |
Q2 2023
|
134
|
$310 M
|
| Patient Capital Management, LLC |
Baltimore, MD |
Q2 2023
|
44
|
$1.8 B
|
| Patient Square Capital LP |
Menlo Park, CA |
Q2 2023
|
2
|
$210 M
|
| Patrick Mauro Investment Advisor, INC. |
Oak Brook, IL |
Q2 2023
|
40
|
$160 M
|
| Patriot Financial Group Insurance Agency, LLC |
Westborough, MA |
Q2 2023
|
469
|
$530 M
|
| PATRIOT FINANCIAL PARTNERS GP, LP |
Radnor, PA |
Q2 2023
|
10
|
$210 M
|
| PATRIOT INVESTMENT MANAGEMENT GROUP, INC. |
Knoxville, TN |
Q2 2023
|
236
|
$1.2 B
|
| Patriot Wealth Management, Inc. |
Houston, TX |
Q4 2018
|
77
|
$680 M
|
| PATRIZIA Pty Ltd |
Barton, Australia |
Q2 2023
|
16
|
$120 M
|
| PATRON PARTNERS, LLC |
Houston, TX |
Q2 2023
|
167
|
$140 M
|
| Patten Group, Inc. |
Chattanooga, TN |
Q2 2023
|
238
|
$670 M
|
| PATTEN & PATTEN INC/TN |
Chattanooga, TN |
Q2 2023
|
271
|
$1.2 B
|
| PATTON ALBERTSON MILLER GROUP, LLC |
Chattanooga, TN |
Q2 2023
|
205
|
$520 M
|
| PATTON FUND MANAGEMENT, INC. |
New York, NY |
Q2 2023
|
80
|
$340 M
|
| Paul Damon & Associates, Inc. |
Grand Rapids, MI |
Q2 2023
|
79
|
$160 M
|
| Paul John Balson |
Marina Del Rey, CA |
Q4 2020
|
90
|
$490 M
|
| PAULSON & CO. INC. |
New York, NY |
Q2 2023
|
21
|
$1.0 B
|
| Paulson Wealth Management Inc. |
Wheaton, IL |
Q2 2023
|
128
|
$290 M
|
| Pavadi Capital LLC |
New York, NY |
Q2 2023
|
15
|
$86 M
|
| Pavion Blue Capital, LLC |
Newport Beach, CA |
Q2 2023
|
98
|
$170 M
|
| P.A.W. CAPITAL CORP |
Greenwich, CT |
Q2 2023
|
18
|
$49 M
|
| PAX Financial Group, LLC |
San Antonio, TX |
Q2 2023
|
203
|
$440 M
|
| PAYDEN & RYGEL |
Los Angeles, CA |
Q2 2023
|
131
|
$1.4 B
|
| PayPay Securities Corp |
Tokyo, Japan |
Q2 2023
|
182
|
$1.6 M
|
| PB INVESTMENT PARTNERS, L.P. |
Burlingame, CA |
Q2 2023
|
10
|
$120 M
|
| PBMares Wealth Management LLC |
Williamsburg, VA |
Q2 2023
|
167
|
$280 M
|
| PCA Investment Advisory Services Inc. |
Cincinnati, OH |
Q2 2023
|
444
|
$170 M
|
| PCG Wealth Advisors, LLC |
Overland Park, KS |
Q2 2023
|
109
|
$160 M
|
| PCJ Investment Counsel Ltd. |
Toronto, Ontario, Canada |
Q2 2023
|
68
|
$240 M
|
| PCO INVESTMENT MANAGEMENT LP |
Mill Valley, CA |
Q2 2015
|
34
|
$180 M
|
| PDS Planning, Inc |
Dublin, OH |
Q2 2023
|
340
|
$780 M
|
| PDT Partners, LLC |
New York, NY |
Q2 2023
|
549
|
$730 M
|
| Peachtree Investment Advisors, Inc. |
Atlanta, GA |
Q4 2018
|
73
|
$130 M
|
| Peachtree Investment Partners, LLC |
Vero Beach, FL |
Q2 2023
|
107
|
$220 M
|
| PEAK6 Investments LLC |
Chicago, IL |
Q2 2023
|
3,873
|
$22 B
|
| PEAK6 Investments, L.P. |
Chicago, IL |
Q2 2018
|
4,219
|
$23 B
|
| Peak Asset Management, LLC |
Louisville, CO |
Q2 2023
|
138
|
$430 M
|
| Peak Capital Management LLC |
Colorado Springs, CO |
Q1 2020
|
19
|
$93 M
|
| PEAK FINANCIAL ADVISORS LLC |
Denver, CO |
Q2 2023
|
68
|
$130 M
|
| Peak Financial Management, Inc. |
Wellesley, MA |
Q2 2023
|
78
|
$280 M
|
| Peak Investments, LLC |
Los Angeles, CA |
Q2 2015
|
1
|
$0
|
| Peak Ten Capital LLC |
New York, NY |
Q3 2015
|
28
|
$47 M
|
| PEAPACK GLADSTONE FINANCIAL CORP |
Bedminster, NJ |
Q2 2023
|
1,163
|
$5.6 B
|
| Pearl River Capital, LLC |
Niles, MI |
Q2 2023
|
467
|
$620 M
|
| PEAR TREE ADVISORS INC |
Lincoln, MA |
Q2 2016
|
106
|
$240 M
|
| PEAVINE CAPITAL, LLC |
Reno, NV |
Q2 2023
|
11
|
$420 M
|
| PECAUT & CO. |
Sioux City, IA |
Q2 2023
|
106
|
$230 M
|
| PECONIC PARTNERS LLC |
New York, NY |
Q2 2023
|
16
|
$2.1 B
|
| PEDDOCK CAPITAL ADVISORS, LLC |
Braintree, MA |
Q2 2023
|
142
|
$300 M
|
| Pegasus Asset Management, Inc. |
Montebello, NY |
Q2 2023
|
72
|
$220 M
|
| Pegasus Partners Ltd. |
Mequon, WI |
Q2 2023
|
124
|
$680 M
|
| PEG CAPITAL MANAGEMENT INC /NH/ |
Canaan, NH |
Q1 2015
|
34
|
$210 M
|
| P/E Global LLC |
Boston, MA |
Q2 2023
|
1
|
$370 M
|
| Pekin Hardy Strauss, Inc. |
Chicago, IL |
Q2 2023
|
314
|
$910 M
|
| Pelham Capital Ltd. |
London, United Kingdom |
Q2 2023
|
7
|
$290 M
|
| PELHAM GLOBAL FINANCIALS LTD |
London, United Kingdom |
Q2 2023
|
1
|
$0
|
| Pelion, Inc. |
Salt Lake City, UT |
Q2 2023
|
4
|
$220 M
|
| Pelorus Jack Capital, L.P. |
San Francisco, CA |
Q2 2018
|
1
|
$0
|
| Peloton Wealth Strategists |
Indianapolis, IN |
Q2 2023
|
88
|
$230 M
|
| Pembroke Management, LTD |
Montreal, Quebec |
Q2 2023
|
63
|
$930 M
|
| Penbrook Management LLC |
New York, NY |
Q2 2023
|
100
|
$140 M
|
| Pendal Group Ltd |
Sydney, Australia |
Q4 2022
|
658
|
$12 B
|
| PenderFund Capital Management Ltd. |
Vancouver, British Columbia |
Q2 2023
|
114
|
$320 M
|
| PENINSULA ASSET MANAGEMENT INC |
Bradenton, FL |
Q2 2023
|
78
|
$170 M
|
| Peninsula Wealth, LLC |
San Francisco, CA |
Q2 2023
|
76
|
$380 M
|
| Pennant Capital Management, LLC |
Summit, NJ |
Q3 2018
|
1
|
$0
|
| Pennant Investors, LP |
Summit, NJ |
Q2 2023
|
18
|
$300 M
|
| Penn Capital Management Company, LLC |
Philadelphia, PA |
Q2 2023
|
145
|
$1.0 B
|
| PENN DAVIS MCFARLAND INC |
Dallas, TX |
Q2 2023
|
44
|
$560 M
|
| Penn Mutual Asset Management, LLC |
Horsham, PA |
Q2 2023
|
69
|
$110 M
|
| Penn Mutual Life Insurance Co |
Horsham, PA |
Q2 2018
|
26
|
$130 M
|
| PENNSYLVANIA CAPITAL MANAGEMENT INC /ADV |
Huntingdon Valley, PA |
Q2 2023
|
88
|
$230 M
|
| Pennsylvania Trust Co |
Radnor, PA |
Q1 2020
|
351
|
$2.1 B
|
| Penobscot Investment Management Company, Inc. |
Boston, MA |
Q2 2023
|
351
|
$610 M
|
| PENOBSCOT WEALTH MANAGEMENT |
Portland, ME |
Q2 2023
|
62
|
$140 M
|
| Penserra Capital Management LLC |
Orinda, CA |
Q2 2023
|
2,218
|
$5.1 B
|
| PENSIOENFONDS RAIL & OV |
Utrecht, Netherlands |
Q2 2023
|
37
|
$2.7 M
|
| Pensionfund DSM Netherlands |
Heerlen, Netherlands |
Q2 2023
|
72
|
$150 k
|
| Pensionfund Sabic |
Heerlen, Netherlands |
Q2 2023
|
194
|
$300 k
|
| Pensionmark Financial Group, LLC |
Santa Barbara, CA |
Q2 2023
|
262
|
$520 M
|
| Pension Partners, LLC |
New York, NY |
Q3 2019
|
18
|
$73 M
|
| Pentwater Capital Management LP |
Naples, FL |
Q2 2023
|
128
|
$14 B
|
| PEOPLES BANK /OH |
Marietta, OH |
Q2 2023
|
170
|
$160 M
|
| PEOPLES FINANCIAL SERVICES CORP. |
Scranton, PA |
Q2 2023
|
411
|
$220 M
|
| People's United Financial, Inc. |
Bridgeport, CT |
Q1 2022
|
617
|
$3.5 B
|
| PERCEPTIVE ADVISORS LLC |
New York, NY |
Q2 2023
|
95
|
$3.5 B
|
| Peregrine Asset Advisers, Inc. |
Portland, OR |
Q2 2023
|
75
|
$130 M
|
| PEREGRINE CAPITAL MANAGEMENT LLC |
Minneapolis, MN |
Q2 2023
|
320
|
$3.7 B
|
| Perella Weinberg Partners Capital Management LP |
New York, NY |
Q2 2023
|
22
|
$960 M
|
| Perennial Advisors, LLC |
New York, NY |
Q2 2023
|
116
|
$390 M
|
| Perennial Investment Advisors, LLC |
Los Angeles, CA |
Q2 2023
|
360
|
$570 M
|
| Perennial Investment Partners LTD |
Sydney, Australia |
Q1 2015
|
1
|
$0
|
| Performa Ltd (US), LLC |
Charleston, SC |
Q2 2023
|
85
|
$200 M
|
| Perfromance Wealth Partners, LLC |
Hinsdale, IL |
Q2 2023
|
185
|
$2.2 B
|
| Pergamon Offshore Advisors, L.P. |
New York, NY |
Q4 2015
|
1
|
$0
|
| Perigon Wealth Management, LLC |
San Francisco, CA |
Q2 2023
|
778
|
$2.5 B
|
| Perimeter Capital Partners, LLC |
Atlanta, GA |
Q4 2014
|
1
|
$0
|
| Periscope Capital Inc. |
Toronto, Ontario, Canada |
Q2 2023
|
692
|
$1.3 B
|
| PERKINS CAPITAL MANAGEMENT INC |
Wayzata, MN |
Q2 2023
|
97
|
$110 M
|
| Perkins Coie Trust Co |
Seattle, WA |
Q2 2023
|
255
|
$350 M
|
| Perkins Investment Management, LLC |
Chicago, IL |
Q1 2017
|
251
|
$8.1 B
|
| Permanens Capital L.P. |
New York, NY |
Q2 2023
|
30
|
$430 M
|
| Permian Investment Partners, LP |
New York, NY |
Q2 2023
|
17
|
$890 M
|
| Permira Europe III G.P. LTD |
St. Peter Port, Guernsey |
Q3 2018
|
1
|
$0
|
| 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 |
Q2 2023
|
25
|
$270 M
|
| Perpetual Investment Management Ltd |
Sydney, Australia |
Q4 2022
|
211
|
$840 M
|
| Perpetual Ltd |
Sydney, New South Wales, Australia |
Q2 2023
|
666
|
$12 B
|
| PERRITT CAPITAL MANAGEMENT INC |
Chicago, IL |
Q2 2023
|
289
|
$180 M
|
| PERRY CAPITAL |
New York, NY |
Q3 2017
|
1
|
$0
|
| PERRY CREEK CAPITAL LP |
New York, NY |
Q2 2023
|
16
|
$310 M
|
| Perseverance Asset Management International |
George Town, Cayman Islands |
Q2 2023
|
22
|
$330 M
|
| Pershing Square Capital Management, L.P. |
New York, NY |
Q2 2023
|
8
|
$11 B
|
| PERSONAL CAPITAL ADVISORS CORP |
Redwood City, CA |
Q4 2022
|
489
|
$21 B
|
| PERSONAL CFO SOLUTIONS, LLC |
Chester, NJ |
Q2 2023
|
467
|
$490 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 |
Q2 2023
|
194
|
$490 M
|
| Pertento Partners LLP |
London, United Kingdom |
Q2 2023
|
18
|
$480 M
|
| Peterson Financial Group, Inc. |
Des Moines, IA |
Q2 2023
|
142
|
$160 M
|
| Peterson Wealth Advisors, LLC |
Orem, UT |
Q2 2023
|
64
|
$380 M
|
| PETERSON WEALTH MANAGEMENT |
Sparks, NV |
Q2 2023
|
68
|
$130 M
|
| Peterson Wealth Services |
South Ogden, UT |
Q2 2023
|
89
|
$210 M
|
| Petiole USA ltd |
New York, NY |
Q2 2023
|
37
|
$100 M
|
| Petix & Botte Co |
La Mesa, CA |
Q2 2023
|
117
|
$320 M
|
| PETRA FINANCIAL ADVISORS INC |
Colorado Srpings, CO |
Q2 2023
|
107
|
$110 M
|
| PETREDIS INVESTMENT ADVISORS LLC |
Warrendale, PA |
Q2 2023
|
98
|
$730 M
|
| Petrus Trust Company, LTA |
Dallas, TX |
Q2 2023
|
566
|
$890 M
|
| Pettee Investors, Inc. |
Rowayton, CT |
Q2 2023
|
145
|
$220 M
|
| Pettinga Financial Advisors, LLC |
Evansville, IN |
Q2 2023
|
118
|
$340 M
|
| PETTYJOHN, WOOD & WHITE, INC |
Lynchburg, VA |
Q2 2023
|
175
|
$430 M
|
| PFG Advisors |
Phoenix, AZ |
Q2 2023
|
670
|
$1.3 B
|
| PFG Investments, LLC |
Woodbury, NY |
Q2 2023
|
519
|
$560 M
|
| PFG Private Wealth Management, LLC |
Lutz, FL |
Q2 2023
|
284
|
$170 M
|
| Pflug Koory, LLC |
Omaha, NE |
Q2 2023
|
409
|
$200 M
|
| PFM Asset Management LLC |
Harrisburg, PA |
Q3 2021
|
29
|
$5.4 B
|
| PFM Health Sciences, LP |
San Francisco, CA |
Q2 2023
|
83
|
$2.6 B
|
| PFS INVESTMENTS INC. |
Duluth, GA |
Q2 2023
|
512
|
$6.1 B
|
| PFW Advisors LLC |
Atlanta, GA |
Q2 2023
|
119
|
$300 M
|
| PGGM Investments |
Zeist, Netherlands |
Q2 2023
|
359
|
$6.2 B
|
| PGIM Custom Harvest LLC |
Newark, NJ |
Q2 2023
|
165
|
$2.7 B
|
| Pharmstandard International S.A. |
Luxembourg |
Q3 2018
|
7
|
$29 M
|
| Pharo Management, Inc. |
New York, NY |
Q2 2023
|
5
|
$200 M
|
| Phase 2 Partners, LLC |
San Francisco, CA |
Q2 2023
|
23
|
$220 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 |
Q2 2023
|
37
|
$370 M
|
| PHILADELPHIA INTERNATIONAL ADVISORS LP |
Philadelphia, PA |
Q1 2015
|
125
|
$240 M
|
| PHILADELPHIA TRUST CO |
Philadelphia, PA |
Q2 2023
|
229
|
$1.1 B
|
| PHILLIPS FINANCIAL MANAGEMENT, LLC |
Fort Wayne, IN |
Q2 2023
|
237
|
$1.1 B
|
| Phillips Wealth Planners LLC |
Starkville, MS |
Q2 2023
|
148
|
$76 M
|
| PhiloSmith Capital Corp |
Stamford, CT |
Q2 2021
|
68
|
$230 M
|
| PhiloSmith Capital Corp |
Stamford, CT |
Q2 2023
|
63
|
$290 M
|
| Philosophy Capital Management LLC |
Alamo, CA |
Q2 2023
|
31
|
$1.2 B
|
| Phocas Financial Corp. |
Alameda, CA |
Q2 2023
|
185
|
$730 M
|
| Phoenician Capital LLC |
New York, NY |
Q4 2022
|
12
|
$120 M
|
| Phoenix Holdings Ltd. |
Givatayim, Israel |
Q2 2023
|
370
|
$4.9 B
|
| Phoenix Investment Adviser LLC |
New York, NY |
Q3 2019
|
31
|
$28 M
|
| Phoenix Wealth Advisors |
Chapel Hill, NC |
Q2 2023
|
105
|
$170 M
|
| Phraction Management LLC |
Stamford, CT |
Q2 2023
|
46
|
$200 M
|
| PHYSICIANS FINANCIAL SERVICES, INC. |
Raleigh, NC |
Q2 2023
|
108
|
$250 M
|
| Physician Wealth Advisors, Inc. |
Salt Lake City, UT |
Q2 2023
|
150
|
$400 M
|
| PICKERING ENERGY PARTNERS LP |
Houston, TX |
Q2 2023
|
10
|
$6.0 M
|
| 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 |
Q2 2023
|
45
|
$120 M
|
| Pictet North America Advisors SA |
Geneva 73, Switzerland |
Q2 2023
|
129
|
$720 M
|
| PICTON MAHONEY ASSET MANAGEMENT |
Toronto, Ontario, Canada |
Q2 2023
|
437
|
$2.3 B
|
| PIEDMONT INVESTMENT ADVISORS INC |
Durham, NC |
Q2 2020
|
1
|
$0
|
| PIER 88 INVESTMENT PARTNERS LLC |
San Francisco, CA |
Q2 2023
|
126
|
$400 M
|
| Pier Capital, LLC |
Stamford, CT |
Q2 2023
|
115
|
$700 M
|
| Piermont Capital Management Inc. |
St. Louis, MO |
Q4 2018
|
108
|
$210 M
|
| PIERSHALE FINANCIAL GROUP, INC. |
Barrington, IL |
Q2 2023
|
269
|
$160 M
|
| PILLAR PACIFIC CAPITAL MANAGEMENT LLC |
Pacifica, CA |
Q1 2021
|
567
|
$1.3 B
|
| Pillar Wealth Advisors, LLC |
Wilmington, DE |
Q2 2023
|
69
|
$120 M
|
| PINEBRIDGE INVESTMENTS, L.P. |
New York, NY |
Q2 2023
|
883
|
$9.3 B
|
| Pine Brook Road Advisors, L.P. |
New York, NY |
Q3 2020
|
1
|
$0
|
| Pine Haven Investment Counsel, Inc |
Fairhaven, MA |
Q2 2023
|
98
|
$100 M
|
| Pineno Levin & Ford Asset Management, Inc. |
Richmond, VA |
Q4 2021
|
119
|
$340 M
|
| Pine Ridge Advisers LLC |
New York, NY |
Q2 2023
|
27
|
$450 M
|
| Pine River Capital Management L.P. |
Minnetonka, MN |
Q3 2018
|
2
|
$33 M
|
| PineStone Asset Management Inc. |
Montreal, Quebec |
Q2 2023
|
28
|
$2.1 B
|
| Pine Valley Investments Ltd Liability Co |
Marlton, NJ |
Q2 2023
|
426
|
$1.0 B
|
| PineView Asset Management LP |
Greenwich, CT |
Q2 2018
|
1
|
$0
|
| Pinion Investment Advisors, LLC |
Wichita, KS |
Q2 2023
|
160
|
$150 M
|
| Pinkerton Retirement Specialists, LLC |
Coeur D Alene, ID |
Q2 2023
|
138
|
$510 M
|
| Pinnacle Advisory Group, Inc. |
Columbia, MD |
Q1 2021
|
253
|
$2.2 B
|
| PINNACLE ASSOCIATES LTD |
New York, NY |
Q2 2023
|
852
|
$5.8 B
|
| Pinnacle Bancorp, Inc. |
Beatrice, NE |
Q2 2023
|
764
|
$290 M
|
| Pinnacle Family Advisors, LLC |
Springfield, MO |
Q2 2023
|
101
|
$190 M
|
| Pinnacle Financial Group, LLC / IL |
Western Springs, IL |
Q2 2023
|
62
|
$180 M
|
| Pinnacle Financial Partners Inc |
Nashville, TN |
Q2 2023
|
1,058
|
$4.0 B
|
| Pinnacle Holdings, LLC |
Tulsa, OK |
Q2 2023
|
202
|
$220 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 |
Q2 2023
|
337
|
$800 M
|
| Pinnacle Wealth Management Group, Inc. |
Plymouth, MI |
Q2 2023
|
95
|
$110 M
|
| Pinnacle Wealth Management, LLC |
Roseville, CA |
Q2 2023
|
45
|
$99 M
|
| Pinnacle Wealth Planning Services, Inc. |
Mansfield, OH |
Q2 2023
|
767
|
$620 M
|
| Pinnacle West Asset Management, Inc. |
Casper, WY |
Q2 2023
|
100
|
$100 M
|
| PINNBROOK CAPITAL MANAGEMENT LP |
New York, NY |
Q2 2023
|
42
|
$280 M
|
| PIN OAK INVESTMENT ADVISORS INC |
Houston, TX |
Q2 2023
|
469
|
$90 M
|
| Pinpoint Asset Management Ltd |
Hong Kong |
Q2 2023
|
51
|
$180 B
|
| Pinz Capital Management, LP |
New York, NY |
Q3 2022
|
103
|
$55 M
|
| PIONEER TRUST BANK N A/OR |
Salem, OR |
Q2 2023
|
121
|
$350 M
|
| Pioneer Wealth Management Group |
Austin, TX |
Q2 2023
|
37
|
$130 M
|
| PIPER SANDLER & CO. |
Minneapolis, MN |
Q2 2023
|
21
|
$94 M
|
| Piscataqua Savings Bank |
Portsmouth, NH |
Q2 2023
|
464
|
$120 M
|
| PITCAIRN CO |
Jenkintown, PA |
Q2 2023
|
606
|
$1.2 B
|
| PITTENGER & ANDERSON INC |
Lincoln, NE |
Q2 2023
|
466
|
$2.1 B
|
| Pitti Group Wealth Management, LLC |
Victor, NY |
Q2 2023
|
62
|
$89 M
|
| Pivotal bioVenture Partners Investment Advisor LLC |
San Francisco, CA |
Q2 2023
|
11
|
$300 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 |
Q2 2023
|
242
|
$1.9 B
|
| Plan Group Financial, LLC |
Oklahoma City, OK |
Q2 2023
|
66
|
$120 M
|
| Planned Solutions, Inc. |
Folsom, CA |
Q2 2023
|
80
|
$170 M
|
| PLANNING ALTERNATIVES LTD /ADV |
Birmingham, MI |
Q2 2023
|
45
|
$540 M
|
| Planning Center, Inc. |
Moline, IL |
Q2 2023
|
70
|
$390 M
|
| PLANNING DIRECTIONS INC |
Glen Mills, PA |
Q2 2023
|
66
|
$140 M
|
| Planning Solutions Group LLC |
Fulton, MD |
Q2 2019
|
140
|
$190 M
|
| Plante Moran Financial Advisors, LLC |
Southfield, MI |
Q2 2023
|
794
|
$850 M
|
| Platform Technology Partners |
New York, NY |
Q2 2023
|
214
|
$210 M
|
| Platinum Equity Advisors, LLC/DE |
Beverly Hills, CA |
Q2 2023
|
4
|
$2.3 B
|
| PLATINUM EQUITY, LLC |
Beverly Hills, CA |
Q2 2023
|
7
|
$190 M
|
| PLATINUM INVESTMENT MANAGEMENT LTD |
Sydney Australia 2000, Australia |
Q2 2023
|
143
|
$2.9 B
|
| Platinum Management (NY) LLC |
New York, NY |
Q1 2016
|
5
|
$16 M
|
| Platte River Capital LLC |
Denver, CO |
Q3 2015
|
117
|
$110 M
|
| Platte River Wealth Advisors, LLC |
Louisville, CO |
Q2 2023
|
95
|
$290 M
|
| Platt Investment Counsel, LLC |
Lake Mary, FL |
Q2 2023
|
9
|
$88 M
|
| PL Capital Advisors, LLC |
Naples, FL |
Q2 2023
|
34
|
$250 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 |
Q2 2023
|
299
|
$330 M
|
| Pluribus Labs, LLC |
Mill Valley, CA |
Q2 2022
|
86
|
$55 M
|
| PLUSTICK MANAGEMENT LLC |
Charlottesville, VA |
Q2 2023
|
27
|
$120 M
|
| Plymouth Lane Capital Management, LLC |
New York, NY |
Q2 2016
|
1
|
$0
|
| PM CAPITAL Ltd |
Sydney, Australia |
Q2 2023
|
9
|
$480 M
|
| PNC Financial Services Group, Inc. |
Pittsburgh, PA |
Q2 2023
|
15,410
|
$120 B
|
| PNC Managed Account Solutions, Inc. |
Houston, TX |
Q2 2021
|
572
|
$500 M
|
| Poehling Capital Management, INC. |
Madison, WI |
Q2 2023
|
124
|
$300 M
|
| Point72 Asia (Singapore) Pte. Ltd. |
Singapore |
Q3 2018
|
7
|
$13 M
|
| Point72 Asset Management, L.P. |
Stamford, CT |
Q2 2023
|
2,105
|
$34 B
|
| Point72 Europe (London) LLP |
London, United Kingdom |
Q2 2023
|
95
|
$760 M
|
| Point72 Hong Kong Ltd |
Hong Kong |
Q2 2023
|
41
|
$400 M
|
| Point72 Middle East FZE |
Stamford, CT |
Q2 2023
|
1,481
|
$3.6 B
|
| Point72 Private Investments, LLC |
Stamford, CT |
Q2 2023
|
1
|
$2.0 M
|
| Point Break Capital Management, LLC |
Miami, FL |
Q2 2023
|
7
|
$300 M
|
| Pointe Capital Management LLC |
Grosse Pointe Farms, MI |
Q2 2023
|
149
|
$130 M
|
| PointState Capital LP |
New York, NY |
Q2 2023
|
54
|
$4.2 B
|
| Point View Wealth Management, Inc. |
Summit, NJ |
Q4 2020
|
276
|
$250 M
|
| Polar Asset Management Partners Inc. |
Toronto, Ontario, Canada |
Q2 2023
|
955
|
$5.6 B
|
| Polar Capital Holdings Plc |
London, United Kingdom |
Q2 2023
|
278
|
$14 B
|
| Polar Capital LLP |
London, United Kingdom |
Q3 2020
|
11
|
$180 M
|
| Polaris Capital Management, LLC |
Boston, MA |
Q2 2023
|
92
|
$2.7 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 |
Q2 2023
|
138
|
$1.3 B
|
| Polarity Investment Partners LP |
El Segundo, CA |
Q2 2022
|
1
|
$0
|
| POLEN CAPITAL MANAGEMENT LLC |
Boca Raton, FL |
Q2 2023
|
100
|
$40 B
|
| Polianta Ltd |
St Helier, Jersey |
Q2 2023
|
71
|
$220 M
|
| Politan Capital Management LP |
New York, NY |
Q2 2023
|
3
|
$1.7 B
|
| Polunin Capital Partners Ltd |
London, United Kingdom |
Q2 2023
|
29
|
$490 M
|
| Polus Capital Management Ltd |
London, United Kingdom |
Q2 2023
|
11
|
$520 M
|
| Pomelo Capital LLC |
New York, NY |
Q3 2018
|
74
|
$1.0 B
|
| 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 |
Q2 2023
|
52
|
$760 M
|
| Port Capital LLC |
Chicago, IL |
Q2 2023
|
80
|
$1.7 B
|
| 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 |
Q2 2023
|
42
|
$550 M
|
| Portland Global Advisors LLC |
Portland, ME |
Q2 2023
|
124
|
$610 M
|
| Portland Hill Asset Management Ltd |
London, United Kingdom |
Q2 2023
|
44
|
$42 M
|
| PORTLAND HILL CAPITAL LLP |
London, United Kingdom |
Q4 2016
|
21
|
$170 M
|
| PORTLAND INVESTMENT COUNSEL INC. |
Burlington, Ontario, Canada |
Q2 2023
|
36
|
$200 M
|
| Portland Ltd |
Grand Cayman, Cayman Islands |
Q3 2022
|
6
|
$11 M
|
| Portman Ltd |
Grand Cayman, Cayman Islands |
Q3 2022
|
5
|
$57 M
|
| Portman Square Capital LLP |
London, United Kingdom |
Q2 2023
|
373
|
$3.5 B
|
| PORTOLA GROUP INC /CA |
San Jose, CA |
Q2 2015
|
71
|
$76 M
|
| Portolan Capital Management, LLC |
Boston, MA |
Q2 2023
|
120
|
$1.1 B
|
| Portside Wealth Group, LLC |
Provo, UT |
Q2 2023
|
369
|
$540 M
|
| POST ADVISORY GROUP LLC |
Santa Monica, CA |
Q1 2014
|
2
|
$18 M
|
| Post Oak Energy Holdings, LLC |
Houston, TX |
Q2 2023
|
4
|
$300 M
|
| Potomac Capital Management, Inc. |
New York, NY |
Q2 2023
|
64
|
$97 M
|
| Potrero Capital Research LLC |
San Francisco, CA |
Q2 2023
|
30
|
$160 M
|
| Powell Investment Advisors, LLC |
Miami, FL |
Q2 2023
|
132
|
$170 M
|
| Power Corp of Canada |
Montreal, Quebec, Canada |
Q2 2023
|
163
|
$1.0 B
|
| Powers Advisory Group, LLC |
Highland, IL |
Q2 2023
|
90
|
$150 M
|
| PPM AMERICA INC/IL |
Chicago, IL |
Q2 2023
|
6
|
$7.6 M
|
| PPSC Investment Service Corp |
Tokyo, Japan |
Q2 2023
|
4
|
$450 M
|
| PPS&V ASSET MANAGEMENT CONSULTANTS, INC. |
Portage, MI |
Q2 2023
|
38
|
$120 M
|
| Praesidium Investment Management Company, LLC |
New York, NY |
Q2 2023
|
16
|
$1.1 B
|
| Praetorian Capital Management LLC |
Coral Gables, FL |
Q1 2023
|
1
|
$0
|
| Praetorian PR LLC |
Rincon, Puerto Rico |
Q2 2023
|
28
|
$160 M
|
| Praetorian Wealth Management, Inc. |
Carmel, CA |
Q2 2023
|
37
|
$320 M
|
| PRAGMA GESTAO DE PATRIMONIO LTD |
Sao Paulo, Brazil |
Q2 2023
|
19
|
$160 M
|
| Prairie Sky Financial Group LLC |
Westchester, IL |
Q2 2023
|
79
|
$150 M
|
| PrairieView Partners, LLC |
St. Paul, MN |
Q2 2023
|
476
|
$760 M
|
| Prairiewood Capital, LLC |
West Fargo, ND |
Q2 2023
|
73
|
$150 M
|
| Prana Capital Management, LP |
Greenwich, CT |
Q2 2023
|
83
|
$1.5 B
|
| Pratt Collard Advisory Partners LLC |
Buffalo, NY |
Q2 2021
|
97
|
$150 M
|
| Precept Management LLC |
Dallas, TX |
Q2 2023
|
27
|
$74 M
|
| PRECISION PATH CAPITAL, LP |
New York, NY |
Q4 2018
|
16
|
$230 M
|
| Precision Wealth Strategies, LLC |
Saint Louis, MO |
Q2 2023
|
64
|
$61 M
|
| Precocity Capital LP |
Stamford, CT |
Q4 2018
|
41
|
$350 M
|
| PRELUDE CAPITAL MANAGEMENT, LLC |
New York, NY |
Q2 2023
|
1,087
|
$1.5 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 |
Q2 2023
|
200
|
$2.5 B
|
| Premise Capital, LLC |
Naperville, IL |
Q2 2020
|
16
|
$77 M
|
| Prentice Capital Management, LP |
Greenwich, CT |
Q2 2023
|
21
|
$31 M
|
| Prentice Wealth Management LLC |
Rochester, NY |
Q2 2023
|
96
|
$220 M
|
| PRENTISS SMITH & CO INC |
Brattleboro, VT |
Q2 2023
|
60
|
$130 M
|
| Prescott General Partners LLC |
Boca Raton, FL |
Q2 2023
|
10
|
$1.6 B
|
| PRESCOTT GROUP CAPITAL MANAGEMENT, L.L.C. |
Tulsa, OK |
Q2 2023
|
162
|
$460 M
|
| PRESCOTT INVESTORS PROFIT SHARING TRUST |
Boca Raton, FL |
Q3 2022
|
8
|
$46 M
|
| Presidio Capital Management, LLC |
San Diego, CA |
Q2 2023
|
42
|
$120 M
|
| PRESILIUM PRIVATE WEALTH, LLC |
Radnor, PA |
Q2 2023
|
57
|
$290 M
|
| Presima Securities ULC |
Montreal, Quebec |
Q2 2023
|
47
|
$360 M
|
| Prestige Wealth Management Group LLC |
Flemington, NJ |
Q2 2023
|
1,398
|
$420 M
|
| PREVAIL INNOVATIVE WEALTH ADVISORS, LLC |
Leawood, KS |
Q2 2023
|
107
|
$180 M
|
| P.R. Herzig & Co. Inc. |
Roslyn Heights, NY |
Q3 2018
|
1
|
$0
|
| Price Capital Management, Inc. |
Lafayette, LA |
Q2 2023
|
6
|
$91 M
|
| Price Jennifer C. |
New York, NY |
Q2 2023
|
72
|
$290 M
|
| PRICE MICHAEL F |
New York, NY |
Q1 2022
|
145
|
$850 M
|
| PRICE T ROWE ASSOCIATES INC /MD/ |
Baltimore, MD |
Q2 2023
|
4,380
|
$720 B
|
| Price Wealth, LLC |
Austin, TX |
Q3 2020
|
447
|
$360 M
|
| Primavera Capital Management Ltd |
George Town, Cayman Islands |
Q2 2023
|
4
|
$890 M
|
| Prime Capital Investment Advisors, LLC |
Overland Park, KS |
Q2 2023
|
774
|
$5.1 B
|
| Prime Capital Management Co Ltd |
Hong Kong |
Q2 2023
|
4
|
$480 M
|
| PRIMECAP MANAGEMENT CO/CA/ |
Pasadena, CA |
Q2 2023
|
328
|
$120 B
|
| Prime Movers Lab LLC |
Jackson, WY |
Q2 2023
|
5
|
$74 M
|
| PRIMORIS WEALTH ADVISORS, LLC |
North Palm Beach, FL |
Q2 2023
|
68
|
$91 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 |
Q2 2023
|
93
|
$240 M
|
| Princeton Global Asset Management LLC |
Princeton, NJ |
Q2 2023
|
587
|
$340 M
|
| Princeton Portfolio Strategies Group LLC |
Princeton, NJ |
Q2 2021
|
139
|
$520 M
|
| PRINCIPAL FINANCIAL GROUP INC |
Des Moines, IA |
Q2 2023
|
4,731
|
$150 B
|
| Principal Street Partners, LLC |
Memphis, TN |
Q2 2023
|
222
|
$420 M
|
| Principle Wealth Partners LLC |
Madison, CT |
Q2 2023
|
321
|
$1.0 B
|
| PRING TURNER CAPITAL GROUP INC |
Walnut Creek, CA |
Q2 2023
|
61
|
$110 M
|
| PRIO WEALTH LIMITED PARTNERSHIP |
Boston, MA |
Q2 2023
|
252
|
$2.8 B
|
| Prisma Capital Partners LP |
New York, NY |
Q3 2019
|
8
|
$18 M
|
| Prism Advisors, Inc. |
Studio City, CA |
Q2 2023
|
52
|
$300 M
|
| Private Advisor Group, LLC |
Morristown, NJ |
Q2 2023
|
2,018
|
$12 B
|
| Private Advisors, LLC |
Richmond, VA |
Q3 2020
|
187
|
$140 M
|
| Private Advisory Group LLC |
Redmond, WA |
Q2 2023
|
202
|
$500 M
|
| PRIVATE ASSET MANAGEMENT INC |
San Diego, CA |
Q2 2023
|
134
|
$520 M
|
| Private Capital Advisors, Inc. |
Darien, CT |
Q2 2023
|
85
|
$610 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 |
Q2 2023
|
148
|
$370 M
|
| Private Capital Management, LLC |
Naples, FL |
Q2 2023
|
142
|
$840 M
|
| Private Harbour Investment Management & Counsel, LLC |
Solon, OH |
Q2 2023
|
44
|
$89 M
|
| PRIVATE MANAGEMENT GROUP INC |
Irvine, CA |
Q2 2023
|
191
|
$2.4 B
|
| Private Ocean, LLC |
San Rafael, CA |
Q2 2023
|
579
|
$790 M
|
| Private Portfolio Partners LLC |
Paramus, NJ |
Q2 2023
|
248
|
$390 M
|
| PRIVATE TRUST CO NA |
Cleveland, OH |
Q2 2023
|
2,292
|
$790 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 |
Q2 2023
|
79
|
$240 M
|
| Private Wealth Group, LLC |
Tampa, FL |
Q2 2023
|
51
|
$97 M
|
| Private Wealth Partners, LLC |
Mill Valley, CA |
Q2 2023
|
167
|
$1.1 B
|
| Private Wealth Strategies, L.L.C. |
Worthington, OH |
Q2 2023
|
75
|
$420 M
|
| Privium Fund Management B.V. |
Amsterdam, Netherlands |
Q2 2023
|
124
|
$350 M
|
| Privium Fund Management (UK) Ltd |
London, United Kingdom |
Q2 2023
|
69
|
$130 M
|
| Probabilities Fund Management, LLC |
White Plains, NY |
Q4 2021
|
11
|
$28 M
|
| Probity Advisors, Inc. |
Dallas, TX |
Q2 2023
|
188
|
$460 M
|
| Procyon Advisors, LLC |
Shelton, CT |
Q2 2023
|
446
|
$800 M
|
| Proem Advisors LLC |
Dallas, TX |
Q3 2022
|
20
|
$60 M
|
| PROFESSIONAL ADVISORY SERVICES INC |
Vero Beach, FL |
Q2 2023
|
72
|
$660 M
|
| Professional Financial Advisors, LLC |
North Platte, NE |
Q2 2023
|
76
|
$190 M
|
| PROFESSIONAL PLANNING |
Thousand Oaks, CA |
Q3 2021
|
124
|
$210 M
|
| PROFFITT & GOODSON INC |
Knoxville, TN |
Q2 2023
|
226
|
$510 M
|
| Proficio Capital Partners LLC |
Newton, MA |
Q2 2023
|
290
|
$740 M
|
| Profit Investment Management, LLC |
North Bethesda, MD |
Q2 2023
|
75
|
$150 M
|
| PROFUND ADVISORS LLC |
Bethesda, MD |
Q2 2023
|
1,066
|
$1.9 B
|
| Progeny 3, Inc. |
Seattle, WA |
Q2 2023
|
23
|
$660 M
|
| Progressive Investment Management Corp |
Lake Oswego, OR |
Q2 2023
|
56
|
$320 M
|
| PROOF Management, LLC |
Reston, VA |
Q3 2020
|
1
|
$0
|
| 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 |
Q2 2023
|
85
|
$260 M
|
| ProShare Advisors LLC |
Bethesda, MD |
Q2 2023
|
1,849
|
$34 B
|
| Prosight Management, LP |
Dallas, TX |
Q2 2023
|
37
|
$340 M
|
| Prosiris Capital Management LP |
New York, NY |
Q3 2017
|
1
|
$0
|
| Prospect Capital Advisors, LLC |
Sausalito, CA |
Q2 2023
|
59
|
$260 M
|
| Prospect Hill Management, LLC |
Short Hills, NJ |
Q2 2023
|
15
|
$170 M
|
| PROSPECTOR PARTNERS LLC |
Guilford, CT |
Q2 2023
|
93
|
$720 M
|
| Prospera Financial Services Inc |
Dallas, TX |
Q2 2023
|
1,005
|
$2.6 B
|
| Prosperity Capital Management Ltd |
Camana Bay, Cayman Islands |
Q1 2020
|
2
|
$84 M
|
| Prosperity Consulting Group, LLC |
Owings Mills, MD |
Q2 2023
|
105
|
$160 M
|
| Prosperity Financial Group, Inc. |
San Ramon, CA |
Q2 2023
|
130
|
$110 M
|
| Prosperity Planning, Inc. |
Kansas City, MO |
Q2 2023
|
89
|
$240 M
|
| Prosperity Wealth Management, Inc. |
San Ramon, CA |
Q2 2023
|
156
|
$150 M
|
| Prossimo Advisors, LLC |
San Luis Obispo, CA |
Q2 2023
|
125
|
$100 M
|
| Prostatis Group LLC |
Hanover, MD |
Q2 2023
|
250
|
$210 M
|
| PROTECTIVE LIFE CORP |
Birmingham, AL |
Q2 2023
|
18
|
$130 M
|
| PROVENANCE CAPITAL ADVISORS LP |
New York, NY |
Q4 2016
|
1
|
$0
|
| PROVENCE WEALTH MANAGEMENT GROUP |
Irvine, CA |
Q2 2023
|
148
|
$170 M
|
| Provenire Capital, LLC |
Eden Prairie, MN |
Q3 2021
|
38
|
$27 M
|
| Provida Pension Fund Administrator |
Santiago, Chile |
Q1 2023
|
1
|
$0
|
| Providence Capital Advisors, LLC |
Charlotte, NC |
Q2 2023
|
310
|
$390 M
|
| Providence Equity Partners L.L.C. |
Providence, RI |
Q2 2023
|
3
|
$2.8 B
|
| Providence First Trust Co |
Scottsdale, AZ |
Q2 2023
|
89
|
$180 M
|
| Providence Wealth Advisors, LLC |
Frankfort, IL |
Q2 2023
|
71
|
$90 M
|
| Provident Investment Management, Inc. |
Novi, MI |
Q2 2023
|
76
|
$950 M
|
| PROVIDENT TRUST CO |
Waukesha, WI |
Q2 2023
|
27
|
$4.4 B
|
| Provident Wealth Management, LLC |
Brentwood, TN |
Q2 2023
|
92
|
$200 M
|
| ProVise Management Group, LLC |
Clearwater, FL |
Q2 2023
|
344
|
$1.1 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 |
Q2 2023
|
5,537
|
$69 B
|
| PRUDENTIAL PLC |
London, England, United Kingdom |
Q2 2023
|
946
|
$8.6 B
|
| PRUDENT INVESTORS NETWORK, INC. |
Lake Forest, CA |
Q2 2023
|
34
|
$210 M
|
| Prudent Man Advisors, LLC |
Naperville, IL |
Q2 2023
|
208
|
$270 M
|
| PRW Wealth Management LLC |
Quincy, MA |
Q2 2023
|
78
|
$290 M
|
| Prysm Capital, L.P. |
Princeton, NJ |
Q2 2023
|
1
|
$58 M
|
| Psagot Value Holdings Ltd. |
Tel Aviv, Israel |
Q3 2021
|
417
|
$580 M
|
| Psagot Value Holdings Ltd. / (Israel) |
Tel Aviv, Israel |
Q2 2023
|
557
|
$200 M
|
| P SCHOENFELD ASSET MANAGEMENT LP |
New York, NY |
Q2 2023
|
108
|
$1.6 B
|
| P&S Credit Management, L.P. |
New York, NY |
Q2 2023
|
19
|
$140 M
|
| PSG Equity L.L.C. |
Boston, MA |
Q2 2023
|
1
|
$1.0 B
|
| PSI Advisors, LLC |
Tampa, FL |
Q2 2023
|
986
|
$230 M
|
| PSquared Asset Management AG |
Zurich, Switzerland |
Q2 2023
|
13
|
$850 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 |
Q2 2023
|
1,942
|
$21 B
|
| PUBLIC EMPLOYEES RETIREMENT SYSTEM OF OHIO |
Columbus, OH |
Q2 2023
|
1,989
|
$25 B
|
| PUBLIC INVESTMENT FUND |
Al Aqiq District, Riyadh, Saudi Arabia |
Q2 2023
|
51
|
$39 B
|
| Public Sector Pension Investment Board |
Montreal, Quebec |
Q2 2023
|
1,384
|
$15 B
|
| Puissance Capital Management LP |
New York, NY |
Q3 2020
|
5
|
$17 M
|
| PUNCH & ASSOCIATES INVESTMENT MANAGEMENT, INC. |
Edina, MN |
Q2 2023
|
236
|
$1.6 B
|
| Punch Card Capital, L.P. |
Winter Park, FL |
Q3 2014
|
2
|
$110 M
|
| Punch Card Management L.P. |
Winter Park, FL |
Q2 2023
|
4
|
$350 M
|
| PURA VIDA INVESTMENTS, LLC |
New York, NY |
Q2 2023
|
86
|
$760 M
|
| Pure Financial Advisors, LLC |
San Diego, CA |
Q2 2023
|
256
|
$2.4 B
|
| PURSUE WEALTH PARTNERS LLC |
Clayton, CA |
Q2 2023
|
99
|
$160 M
|
| Purus Wealth Management, LLC |
Newport Beach, CA |
Q2 2023
|
118
|
$150 M
|
| PUTNAM INVESTMENTS LLC |
Boston, MA |
Q2 2023
|
2,272
|
$68 B
|
| PUZO MICHAEL J |
Boston, MA |
Q2 2023
|
300
|
$320 M
|
| PVG Asset Management |
Golden, CO |
Q4 2016
|
98
|
$240 M
|
| PVG ASSET MANAGEMENT CORP |
Golden, CO |
Q2 2023
|
39
|
$23 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 |
Q2 2023
|
61
|
$230 M
|
| Pyrrho Capital Management, LP |
New York, NY |
Q4 2016
|
31
|
$67 M
|
| PZENA INVESTMENT MANAGEMENT LLC |
New York, NY |
Q2 2023
|
166
|
$23 B
|