| Saba Capital Management, L.P. |
New York, NY |
Q1 2025
|
270
|
$3.7 B
|
| Sabadell Asset Management, S.A S.G.I.I.C |
Sant Cugat Del Valles, Spain |
Q2 2023
|
111
|
$480 M
|
| Sabal Capital Management, LLC |
Santa Monica, CA |
Q3 2016
|
15
|
$33 M
|
| Sabal Trust CO |
St. Petersburg, FL |
Q1 2025
|
324
|
$1.8 B
|
| Saban Capital Group LLC |
Los Angeles, CA |
Q3 2019
|
18
|
$60 M
|
| Saban Cheryl |
Los Angeles, CA |
Q3 2022
|
6
|
$330 k
|
| SABBY MANAGEMENT, LLC |
Miami Beach, FL |
Q1 2025
|
46
|
$34 M
|
| SAB CAPITAL MANAGEMENT LP |
New York, NY |
Q1 2016
|
1
|
$0
|
| Saber Capital Managment, LLC |
Fuquay Varina, NC |
Q3 2023
|
17
|
$57 M
|
| SAC Capital Advisors LP |
Stamford, CT |
Q3 2015
|
1
|
$0
|
| S.A.C. GLOBAL INVESTORS, LLP |
London, United Kingdom |
Q3 2014
|
1
|
$0
|
| Sachem Head Capital Management LP |
New York, NY |
Q1 2025
|
16
|
$2.5 B
|
| Sachetta, LLC |
Lynnfield, MA |
Q1 2025
|
1,361
|
$240 M
|
| Sacks David O |
San Francisco, CA |
Q3 2023
|
2
|
$20 M
|
| Saddle Point Management, L.P. |
New York, NY |
Q3 2022
|
10
|
$2.9 M
|
| Saddle Road Partners, LLC |
Omaha, NE |
Q4 2016
|
113
|
$200 M
|
| Sadoff Investment Management LLC |
Milwaukee, WI |
Q3 2022
|
87
|
$1.3 B
|
| Safeguard Financial, LLC |
Minocqua, WI |
Q1 2025
|
105
|
$460 M
|
| Safeguard Investment Advisory Group, LLC |
Corona, CA |
Q1 2025
|
141
|
$370 M
|
| Safe Harbor Fiduciary, LLC |
Pensacola, FL |
Q1 2025
|
230
|
$97 M
|
| Safir Wealth Advisors, LLC |
Greenland, NH |
Q1 2025
|
16
|
$130 M
|
| Sagace Wealth Management LLC |
St. Petersburg, FL |
Q1 2025
|
66
|
$130 M
|
| Sagard Capital Partners Management Corp |
New York, NY |
Q3 2019
|
1
|
$47 M
|
| SAGE ADVISORS, LLC |
Boulder, CO |
Q1 2025
|
32
|
$140 M
|
| Sage Advisory Services, Ltd.Co. |
Austin, TX |
Q1 2025
|
41
|
$170 M
|
| Sage Capital Advisors,llc |
Sioux Falls, SD |
Q1 2025
|
131
|
$380 M
|
| Sage Capital Management, LLC |
Sarasota, FL |
Q3 2015
|
37
|
$69 M
|
| Sage Capital Management, LLC |
Stockton, NJ |
Q1 2025
|
152
|
$180 M
|
| Sagefield Capital LP |
Dallas, TX |
Q1 2025
|
176
|
$830 M
|
| SAGE FINANCIAL GROUP INC |
W. Conshohocken, PA |
Q1 2025
|
102
|
$1.2 B
|
| Sage Financial Management Group, Inc. |
Mclean, VA |
Q1 2025
|
56
|
$280 M
|
| SageGuard Financial Group, LLC |
Goodlettsville, TN |
Q3 2021
|
15
|
$6.4 M
|
| Sage Investment Advisers LLC |
Wappingers Falls, NY |
Q3 2024
|
74
|
$95 M
|
| Sage Investment Counsel LLC |
Franklin, TN |
Q1 2025
|
119
|
$79 M
|
| Sage Mountain Advisors LLC |
Atlanta, GA |
Q1 2025
|
492
|
$1.4 B
|
| SageOak Financial, LLC |
Tulsa, OK |
Q1 2025
|
32
|
$110 M
|
| Sage Partners Ltd |
Hong Kong |
Q3 2022
|
1
|
$0
|
| Sage Private Wealth Group, LLC |
Oakbrook Terrace, IL |
Q1 2025
|
88
|
$130 M
|
| SAGE RHINO CAPITAL LLC |
Menlo Park, CA |
Q1 2025
|
265
|
$430 M
|
| Sage Rock Capital Management LP |
New York, NY |
Q3 2024
|
43
|
$22 M
|
| SAGESPRING WEALTH PARTNERS, LLC |
Franklin, TN |
Q1 2025
|
651
|
$4.0 B
|
| SageView Advisory Group, LLC |
Newport Beach, CA |
Q1 2025
|
598
|
$2.3 B
|
| SAGEVIEW CAPITAL LP |
Greenwich, CT |
Q3 2020
|
1
|
$0
|
| Sageworth Trust Co |
Lancaster, PA |
Q1 2025
|
97
|
$1.6 B
|
| Sageworth Trust Co of South Dakota |
Sioux Falls, SD |
Q1 2025
|
50
|
$83 M
|
| Sagil Capital LLP |
London, United Kingdom |
Q1 2025
|
22
|
$250 M
|
| Sahana Capital Management LP |
Greenwich, CT |
Q2 2024
|
10
|
$640 M
|
| Saiers Capital, LLC |
New York, NY |
Q2 2015
|
19
|
$8.4 M
|
| SAIF Advisors Ltd |
Admiralty, Hong Kong |
Q2 2021
|
3
|
$440 M
|
| SailingStone Capital Partners LLC |
Houston, TX |
Q1 2025
|
12
|
$270 M
|
| Saiph Capital, LLC |
Wyckoff, NJ |
Q1 2025
|
49
|
$210 M
|
| SALEM CAPITAL MANAGEMENT INC |
Woburn, MA |
Q3 2022
|
55
|
$130 M
|
| SALEM INVESTMENT COUNSELORS INC |
Winston Salem, NC |
Q1 2025
|
1,220
|
$2.9 B
|
| SALESFORCE, INC. |
San Francisco, CA |
Q3 2023
|
1
|
$0
|
| Salient Capital Advisors, LLC |
Houston, TX |
Q4 2022
|
1
|
$0
|
| Salient Private Client, LLC |
Houston, TX |
Q3 2018
|
108
|
$510 M
|
| Salomon & Ludwin, LLC |
Richmond, VA |
Q1 2025
|
717
|
$940 M
|
| SALT Holding Corp. |
Wilmington, DE |
Q1 2025
|
12
|
$110 M
|
| Saltoro Capital, LP |
Dallas, TX |
Q4 2024
|
1
|
$30 k
|
| SAL Trading, LLC |
Wilmington, DE |
Q3 2024
|
9
|
$57 M
|
| Salus Financial Advisors, LLC |
Colorado Springs, CO |
Q1 2025
|
34
|
$130 M
|
| Salvus Wealth Management, LLC |
Red Bank, NJ |
Q1 2025
|
121
|
$160 M
|
| SALZHAUER MICHAEL |
New York, NY |
Q1 2025
|
87
|
$160 M
|
| Salzman & Co., Inc. |
Pittsford, NY |
Q4 2020
|
1
|
$0
|
| SAM Advisors, LLC |
Oakhurst, CA |
Q1 2025
|
40
|
$270 M
|
| Samalin Investment Counsel, LLC |
Chappaqua, NY |
Q1 2025
|
318
|
$250 M
|
| S.A. Mason LLC |
Holland, MI |
Q1 2025
|
348
|
$190 M
|
| Samjo Capital LLC |
New York, NY |
Q3 2023
|
66
|
$250 M
|
| Samjo Management, LLC |
New York, NY |
Q1 2025
|
83
|
$240 M
|
| SAMLYN CAPITAL, LLC |
New York, NY |
Q1 2025
|
326
|
$6.8 B
|
| SAMSARA BIOCAPITAL, LLC |
Palo Alto, CA |
Q1 2025
|
37
|
$560 M
|
| Samson Capital Advisors LLC |
New York, NY |
Q3 2015
|
75
|
$230 M
|
| Samson Capital Management, LLC |
Leawood, KS |
Q2 2019
|
11
|
$53 M
|
| Samson Rock Capital LLP |
London, United Kingdom |
Q1 2025
|
2
|
$54 M
|
| Samsung Asset Management (New York), Inc. |
New York, NY |
Q3 2016
|
72
|
$110 M
|
| Samsung C&T Corp |
Seoul, South Korea |
Q1 2025
|
1
|
$37 M
|
| SANBORN KILCOLLIN PARTNERS LLC |
Chicago, IL |
Q3 2014
|
19
|
$140 M
|
| Sanchez Wealth Management Group |
Jacksonville, FL |
Q1 2025
|
46
|
$370 M
|
| Sanctuary Advisors, LLC |
Indianapolis, IN |
Q4 2024
|
2,390
|
$16 B
|
| Sanctuary Wealth Management, L.L.C. |
Pocatello, ID |
Q4 2024
|
272
|
$150 M
|
| Sandbar Asset Management LLP |
London, United Kingdom |
Q4 2023
|
1
|
$0
|
| Sandbox Financial Partners, LLC |
Bethesda, MD |
Q1 2025
|
109
|
$280 M
|
| Sandell Asset Management Corp. |
New York, NY |
Q3 2020
|
30
|
$180 M
|
| Sandell Investment Services LLC |
New York, NY |
Q4 2015
|
18
|
$23 M
|
| SANDER CAPITAL ADVISORS INC |
Seattle, WA |
Q1 2025
|
15
|
$190 M
|
| Sanders Capital, LLC |
West Palm Beach, FL |
Q1 2025
|
47
|
$67 B
|
| SANDERS MORRIS HARRIS LLC |
Houston, TX |
Q1 2025
|
288
|
$650 M
|
| Sanderson Asset Management LLP |
London, United Kingdom |
Q3 2014
|
1
|
$0
|
| Sand Grove Capital Management LLP |
London, United Kingdom |
Q1 2025
|
6
|
$120 M
|
| Sandhill Capital Partners LLC |
Buffalo, NY |
Q1 2025
|
94
|
$1.2 B
|
| Sand Hill Global Advisors, LLC |
Palo Alto, CA |
Q1 2025
|
194
|
$2.4 B
|
| Sandia Holdings, LLC |
Greenwich, CT |
Q3 2018
|
19
|
$210 M
|
| Sandia Investment Management LP |
Boston, MA |
Q1 2025
|
90
|
$34 M
|
| SANDLER CAPITAL MANAGEMENT |
New York, NY |
Q1 2025
|
118
|
$400 M
|
| SANDS CAPITAL MANAGEMENT, LLC |
Arlington, VA |
Q1 2025
|
75
|
$29 B
|
| Sands Capital Ventures, LLC |
Arlington, VA |
Q1 2025
|
20
|
$410 M
|
| Sandy Cove Advisors, LLC |
Hingham, MA |
Q1 2025
|
120
|
$250 M
|
| Sandy Spring Bank |
Olney, MD |
Q1 2025
|
1,936
|
$2.4 B
|
| Sanford Advisory Services, LLC |
Portage, MI |
Q4 2022
|
119
|
$420 M
|
| SAN FRANCISCO SENTRY INVESTMENT GROUP (CA) |
San Francisco, CA |
Q2 2021
|
917
|
$190 M
|
| Sanibel Captiva Investment Advisers, Inc. |
Chicago, IL |
Q4 2013
|
100
|
$160 M
|
| Sanibel Captiva Trust Company, Inc. |
Sanibel, FL |
Q1 2025
|
674
|
$3.1 B
|
| San Luis Wealth Advisors LLC |
San Luis Obispo, CA |
Q1 2025
|
135
|
$440 M
|
| Sanofi |
Paris, France |
Q1 2025
|
9
|
$170 M
|
| Sanoor Capital Management LP |
Greenwich, CT |
Q2 2019
|
1
|
$0
|
| Sansar Capital Management, LLC |
New York, NY |
Q3 2014
|
2
|
$3.5 M
|
| Santa Barbara Asset Management, LLC |
Los Angeles, CA |
Q1 2019
|
53
|
$6.4 B
|
| Santa Clara Valley Transportation Authority |
San Jose, CA |
Q1 2025
|
4
|
$100 M
|
| Santa Fe Partners LLC |
Santa Fe, NM |
Q1 2016
|
1
|
$0
|
| SANTA MONICA PARTNERS LP |
Palm Beach Gardens, FL |
Q1 2025
|
13
|
$180 M
|
| Sante Capital Fund, LP |
Austin, TX |
Q3 2022
|
67
|
$49 M
|
| Santori & Peters, Inc. |
Canonsburg, PA |
Q1 2025
|
64
|
$250 M
|
| Sapience Investments, LLC |
Irvine, CA |
Q1 2025
|
88
|
$140 M
|
| SAPIENT CAPITAL LLC |
Indianapolis, IN |
Q1 2025
|
364
|
$5.1 B
|
| Sapphire Star Partners LP |
Redmond, WA |
Q4 2018
|
236
|
$75 M
|
| Sapphire Ventures (GPE) I, L.L.C. |
Palo Alto, CA |
Q3 2016
|
7
|
$120 M
|
| SAPPHIRE VENTURES, L.L.C. |
Austin, TX |
Q1 2025
|
6
|
$110 M
|
| Sara-Bay Financial |
Sarasota, FL |
Q1 2025
|
76
|
$230 M
|
| Sarasin & Partners LLP |
London, United Kingdom |
Q1 2025
|
81
|
$9.2 B
|
| Saratoga Research & Investment Management |
Saratoga, CA |
Q1 2025
|
44
|
$1.9 B
|
| Sarbit Advisory Services Inc. |
Winnipeg, Manitoba |
Q3 2019
|
1
|
$0
|
| SARD WEALTH MANAGEMENT GROUP, LLC |
Atlanta, GA |
Q1 2025
|
48
|
$150 M
|
| Sargent Bickham Lagudis LLC |
Boulder, CO |
Q4 2022
|
1,409
|
$1.2 B
|
| Sargent Investment Group, LLC |
Bethesda, MD |
Q1 2025
|
233
|
$630 M
|
| Sarissa Capital Management LP |
Greenwich, CT |
Q1 2025
|
7
|
$150 M
|
| SARISSA CONSULTING LLC |
Santa Monica, CA |
Q3 2022
|
51
|
$97 M
|
| SASCO CAPITAL INC / CT/ |
Fairfield, CT |
Q4 2024
|
1
|
$0
|
| Sassicaia Capital Advisers LLC |
Jericho, NY |
Q1 2025
|
27
|
$28 M
|
| Sather Financial Group Inc |
Victoria, TX |
Q1 2025
|
114
|
$1.5 B
|
| SATOVSKY ASSET MANAGEMENT LLC |
New York, NY |
Q1 2025
|
55
|
$450 M
|
| SATURNA CAPITAL CORP |
Bellingham, WA |
Q1 2025
|
149
|
$6.7 B
|
| Saturn V Capital Management LP |
Austin, TX |
Q1 2025
|
21
|
$200 M
|
| Saudi Central Bank |
Riyadh, Saudi Arabia |
Q1 2025
|
551
|
$19 M
|
| Sava Infond d.o.o. |
Maribor, Slovenia |
Q1 2025
|
215
|
$520 M
|
| Savant Capital, LLC |
Rockford, IL |
Q1 2025
|
1,592
|
$14 B
|
| Savior LLC |
Wellesley Hills, MA |
Q1 2025
|
14
|
$17 M
|
| Savitr Capital, LLC |
San Francisco, CA |
Q2 2014
|
40
|
$57 M
|
| Savoie Capital LLC |
Chicago, IL |
Q1 2025
|
94
|
$840 M
|
| Savoir Faire Capital Management, L.P. |
Norwalk, CT |
Q1 2025
|
46
|
$110 M
|
| Savvy Advisors, Inc. |
New York, NY |
Q1 2025
|
518
|
$990 M
|
| SAWGRASS ASSET MANAGEMENT LLC |
Ponte Vedra Beach, FL |
Q1 2025
|
176
|
$820 M
|
| Sawyer & Company, Inc |
Boston, MA |
Q1 2025
|
175
|
$250 M
|
| SAXON INTERESTS, INC. |
Houston, TX |
Q1 2025
|
186
|
$210 M
|
| Saxony Capital Management, LLC |
St. Louis, MO |
Q1 2025
|
122
|
$110 M
|
| SAX WEALTH ADVISORS, LLC |
Parsippany, NJ |
Q1 2025
|
360
|
$1.4 B
|
| SAYA MANAGEMENT LP |
New York, NY |
Q3 2022
|
1
|
$0
|
| SAYBROOK CAPITAL /NC |
Sag Harbor, NY |
Q1 2025
|
43
|
$360 M
|
| S-Bank Fund Management Ltd |
Helsinki, Finland |
Q1 2025
|
192
|
$530 M
|
| SBB Research Group LLC |
Northbrook, IL |
Q3 2023
|
34
|
$56 M
|
| SB Global Advisers Ltd |
London, United Kingdom |
Q4 2022
|
10
|
$860 M
|
| SB INVESTMENT ADVISERS (UK) LTD |
London, United Kingdom |
Q1 2025
|
10
|
$11 B
|
| SBI Securities Co., Ltd. |
Tokyo, Japan |
Q1 2025
|
4,132
|
$3.0 B
|
| SBK Financial, Inc. |
Richmond, VA |
Q4 2022
|
61
|
$63 M
|
| SB Management Ltd |
Abu Dhabi, United Arab Emirates |
Q2 2022
|
1
|
$0
|
| SCALAR GAUGE MANAGEMENT, LLC |
Dallas, TX |
Q1 2025
|
28
|
$160 M
|
| Scale Management, LLC |
Foster City, CA |
Q4 2020
|
3
|
$360 M
|
| Scarborough Advisors, LLC |
Annapolis, MD |
Q1 2025
|
118
|
$700 M
|
| Scepter Holdings, Inc. |
Fort Worth, TX |
Q1 2025
|
1
|
$0
|
| SCFF MANAGEMENT LLC |
Menlo Park, CA |
Q3 2015
|
3
|
$32 M
|
| S.C. Financial Services, Inc. |
Scottsdale, AZ |
Q4 2022
|
118
|
$65 M
|
| SCF Partners, Inc. |
Houston, TX |
Q1 2025
|
1
|
$59 M
|
| SCGE MANAGEMENT, L.P. |
Menlo Park, CA |
Q1 2025
|
15
|
$3.5 B
|
| SCGF GENPAR LTD |
Menlo Park, CA |
Q1 2014
|
1
|
$7.8 M
|
| SCGF III MANAGEMENT LLC |
Menlo Park, CA |
Q3 2023
|
1
|
$0
|
| Schaeffer Financial LLC |
Rockville, MD |
Q1 2025
|
15
|
$91 M
|
| Schafer Cullen Capital Management Inc |
New York, NY |
Q1 2021
|
58
|
$490 M
|
| SCHALLER INVESTMENT GROUP INC |
Winston Salem, NC |
Q4 2019
|
34
|
$96 M
|
| SCHAPER BENZ & WISE INVESTMENT COUNSEL INC/WI |
Neenah, WI |
Q1 2025
|
149
|
$1.2 B
|
| SCHARF INVESTMENTS, LLC |
Los Gatos, CA |
Q1 2025
|
69
|
$3.3 B
|
| Schear Investment Advisers, LLC |
Cincinnati, OH |
Q1 2025
|
89
|
$170 M
|
| Schechter Investment Advisors, LLC |
Birmingham, MI |
Q1 2025
|
1,410
|
$1.2 B
|
| Scheer, Rowlett & Associates Investment Management Ltd. |
Toronto, Ontario, Canada |
Q1 2025
|
37
|
$1.3 B
|
| SCHF (GPE), LLC |
Wilson, WY |
Q1 2025
|
3
|
$420 M
|
| SC&H Financial Advisors, Inc. |
Sparks, MD |
Q1 2025
|
151
|
$510 M
|
| Schiavi & Co LLC |
Wilmington, DE |
Q1 2025
|
39
|
$270 M
|
| SCHMIDT P J INVESTMENT MANAGEMENT INC |
Cedarburg, WI |
Q1 2025
|
184
|
$550 M
|
| SCHNEIDER CAPITAL MANAGEMENT CORP |
Berwyn, PA |
Q1 2020
|
34
|
$180 M
|
| Schneider Downs Wealth Management Advisors, LP |
Pittsburgh, PA |
Q1 2025
|
141
|
$550 M
|
| SCHNIEDERS CAPITAL MANAGEMENT LLC |
Pasadena, CA |
Q1 2025
|
203
|
$470 M
|
| SCHOLTZ & COMPANY, LLC |
Stamford, CT |
Q1 2025
|
51
|
$200 M
|
| Schonfeld Group Holdings LLC |
Jericho, NY |
Q4 2015
|
241
|
$160 M
|
| Schonfeld Strategic Advisors LLC |
New York, NY |
Q1 2025
|
2,168
|
$17 B
|
| Schoolcraft Capital LLC |
Denver, CO |
Q1 2025
|
74
|
$510 M
|
| SCHOOL EMPLOYEES RETIREMENT BOARD OF OHIO |
Columbus, OH |
Q1 2025
|
3
|
$170 M
|
| SCHOONER CAPITAL CORP |
Vero Beach, FL |
Q3 2020
|
1
|
$23 M
|
| Schooner Foundation |
Boston, MA |
Q3 2018
|
1
|
$50 M
|
| Schooner Investment Group, LLC. |
Wayne, PA |
Q4 2016
|
1
|
$17 k
|
| Schreiber John |
Lake Forest, IL |
Q1 2025
|
1
|
$0
|
| Schreiber Kathleen |
Lake Forest, IL |
Q1 2025
|
1
|
$0
|
| SCHRODER INVESTMENT MANAGEMENT GROUP |
London, United Kingdom |
Q1 2025
|
3,037
|
$99 B
|
| SCHRODERS IS Ltd |
London, United Kingdom |
Q4 2022
|
3
|
$180 M
|
| Schrum Private Wealth Management LLC |
St. Augustine, FL |
Q1 2025
|
124
|
$110 M
|
| Schubert & Co |
Mckinney, TX |
Q1 2025
|
64
|
$150 M
|
| SCHULHOFF & CO INC |
Cincinnati, OH |
Q1 2025
|
132
|
$230 M
|
| Schulz Wealth, LTD. |
Mansfield, TX |
Q1 2025
|
63
|
$130 M
|
| Schusterman Interests, LLC |
Tulsa, OK |
Q1 2025
|
3
|
$40 M
|
| SCHUTZ ANTON VILLARS |
Rochester, NY |
Q4 2013
|
28
|
$4.4 M
|
| Schwallier Wealth Management LLC |
Grand Rapids, MI |
Q4 2024
|
35
|
$130 M
|
| SCHWARTZ INVESTMENT COUNSEL INC |
Plymouth, MI |
Q1 2025
|
126
|
$2.9 B
|
| SCHWARZ DYGOS WHEELER INVESTMENT ADVISORS LLC |
Minneapolis, MN |
Q1 2025
|
157
|
$420 M
|
| SCHWERIN BOYLE CAPITAL MANAGEMENT INC |
Springfield, MA |
Q1 2025
|
53
|
$970 M
|
| Sciencast Management LP |
Princeton, NJ |
Q1 2025
|
229
|
$430 M
|
| Science & Technology Partners, L.P. |
New York, NY |
Q1 2025
|
25
|
$250 M
|
| Scientech Research LLC |
Jersey City, NJ |
Q1 2025
|
541
|
$380 M
|
| Scion Asset Management, LLC |
Saratoga, CA |
Q1 2025
|
7
|
$200 M
|
| SC ISRAEL IV GENPAR, LTD. |
Herzelia, Israel |
Q3 2024
|
1
|
$17 M
|
| SC ISRAEL VENTURE V MANAGEMENT, L.P. |
Herzelia, Israel |
Q3 2021
|
1
|
$0
|
| Scissortail Wealth Management, LLC |
Tulsa, OK |
Q1 2025
|
105
|
$390 M
|
| SCOGGIN MANAGEMENT LP |
New York, NY |
Q1 2025
|
58
|
$360 M
|
| S&CO INC |
Boston, MA |
Q1 2025
|
217
|
$1.5 B
|
| SCOPIA CAPITAL MANAGEMENT LP |
New York, NY |
Q1 2025
|
22
|
$690 M
|
| SCOPUS ASSET MANAGEMENT, L.P. |
New York, NY |
Q1 2025
|
235
|
$5.1 B
|
| Scoria Capital Partners LP |
Stamford, CT |
Q3 2017
|
40
|
$89 M
|
| SCOTIA CAPITAL INC. |
Toronto, Ontario, Canada |
Q1 2025
|
844
|
$19 B
|
| Scott Capital Advisors, LLC |
Portland, OR |
Q1 2025
|
50
|
$340 M
|
| Scott Investment Partners LLP |
Henley On Thames, United Kingdom |
Q3 2023
|
43
|
$44 M
|
| Scottrade Investment Management |
Saint Louis, MO |
Q3 2017
|
8
|
$1.8 B
|
| Scott & Selber, Inc. |
Houston, TX |
Q1 2025
|
88
|
$310 M
|
| SCOUT CAPITAL MANAGEMENT LLC |
New York, NY |
Q1 2014
|
1
|
$0
|
| SCOUT INVESTMENTS, INC. |
Kansas City, MO |
Q3 2024
|
192
|
$3.8 B
|
| SCOUT TRADING, LLC |
New York, NY |
Q4 2013
|
12
|
$62 M
|
| SCP Investment, LP |
Orinda, CA |
Q1 2025
|
77
|
$120 M
|
| SCRATCH CAPITAL LLC |
Boise, ID |
Q1 2025
|
33
|
$97 M
|
| SCS Capital Management LLC |
Boston, MA |
Q1 2025
|
513
|
$7.9 B
|
| Sculati Wealth Management, LLC |
Bloomfield Hills, MI |
Q1 2025
|
110
|
$250 M
|
| Sculptor Capital LP |
New York, NY |
Q1 2025
|
356
|
$5.2 B
|
| SC US (TTGP), LTD. |
Menlo Park, CA |
Q1 2025
|
20
|
$11 B
|
| SCW Capital Management, LP |
Dallas, TX |
Q3 2022
|
6
|
$44 M
|
| SC XII MANAGEMENT LLC |
Menlo Park, CA |
Q1 2025
|
1
|
$0
|
| SC XI MANAGEMENT LLC |
Menlo Park, CA |
Q3 2016
|
1
|
$4.6 M
|
| SC X MANAGEMENT LLC |
Menlo Park, CA |
Q3 2014
|
1
|
$0
|
| SeaBridge Investment Advisors LLC |
Summit, NJ |
Q1 2025
|
197
|
$460 M
|
| Seacliff Capital, LLC |
Southport, CT |
Q1 2019
|
36
|
$100 M
|
| Sea Cliff Partners Management, LP |
San Francisco, CA |
Q1 2025
|
15
|
$280 M
|
| SeaCrest Wealth Management, LLC |
Purchase, NY |
Q1 2025
|
657
|
$880 M
|
| Seafarer Capital Partners, LLC |
Corte Madera, CA |
Q1 2025
|
7
|
$310 M
|
| Seahawk China Dynamic Fund |
Central, Hong Kong |
Q3 2021
|
4
|
$220 M
|
| Seamans Capital Management, LLC |
Boston, MA |
Q3 2015
|
59
|
$30 M
|
| SEAMOUNT FINANCIAL GROUP INC |
Colorado Springs, CO |
Q1 2025
|
98
|
$150 M
|
| Sea Otter Advisors LLC |
Miami, FL |
Q3 2024
|
5
|
$1.8 M
|
| Seaport Global Advisors, LLC |
Boston, MA |
Q3 2024
|
49
|
$32 M
|
| SEAPORT GLOBAL ASSET MANAGEMENT LLC |
New York, NY |
Q3 2021
|
204
|
$40 M
|
| Searchlight Capital Partners, L.P. |
New York, NY |
Q1 2025
|
3
|
$96 M
|
| SEARCY FINANCIAL SERVICES INC /ADV |
Overland Park, KS |
Q1 2025
|
26
|
$230 M
|
| SEARLE & CO. |
Greenwich, CT |
Q1 2025
|
176
|
$350 M
|
| Seascape Capital Management |
Portsmouth, NH |
Q1 2025
|
100
|
$290 M
|
| Seaside Wealth Management, Inc. |
Carlsbad, CA |
Q1 2025
|
59
|
$280 M
|
| SeaStone Capital Management, L.P. |
New York, NY |
Q1 2016
|
10
|
$87 M
|
| SeaTown Holdings Pte. Ltd. |
Singapore |
Q1 2025
|
19
|
$120 M
|
| SEAVIEW INVESTMENT MANAGERS LLC |
Miami, FL |
Q1 2025
|
314
|
$410 M
|
| Seawolf Capital, LLC |
New York, NY |
Q1 2017
|
33
|
$52 M
|
| Sebold Capital Management, Inc. |
Lisle, IL |
Q1 2025
|
73
|
$150 M
|
| SECOND CURVE CAPITAL LLC |
Radnor, PA |
Q4 2021
|
26
|
$93 M
|
| Second Half Financial Partners, LLC |
Sebring, FL |
Q1 2025
|
82
|
$200 M
|
| Second Line Capital, LLC |
Metairie, LA |
Q1 2025
|
145
|
$390 M
|
| SECOR Capital Advisors, LP |
New York, NY |
Q2 2019
|
1
|
$0
|
| Secrest Blakey & Associates, LLC |
Raleigh, NC |
Q3 2020
|
62
|
$44 M
|
| Section 32 GP 1, LLC |
Palo Alto, CA |
Q1 2025
|
2
|
$72 k
|
| SECTORAL ASSET MANAGEMENT INC |
Montreal, Quebec |
Q1 2025
|
84
|
$130 M
|
| SECTOR GAMMA AS |
Oslo, Norway |
Q1 2025
|
33
|
$310 M
|
| Secure Asset Management, LLC |
Troy, MI |
Q1 2025
|
310
|
$500 M
|
| SECURED RETIREMENT ADVISORS, LLC |
St Louis Park, MN |
Q1 2025
|
116
|
$160 M
|
| SECURIAN ASSET MANAGEMENT, INC |
St Paul, MN |
Q1 2025
|
929
|
$3.3 B
|
| SECURITY ASSET MANAGEMENT |
New York, NY |
Q1 2023
|
76
|
$170 M
|
| SECURITY BENEFIT LIFE INSURANCE CO /KS/ |
Topeka, KS |
Q1 2025
|
20
|
$270 M
|
| SECURITY CAPITAL RESEARCH & MANAGEMENT INC |
Chicago, IL |
Q2 2020
|
42
|
$2.4 B
|
| Security Financial Services, INC. |
Fort Wayne, IN |
Q1 2025
|
169
|
$500 M
|
| Security National Bank |
Omaha, NE |
Q1 2025
|
389
|
$530 M
|
| SECURITY NATIONAL BANK OF SIOUX CITY IOWA /IA/ |
Sioux City, IA |
Q1 2025
|
144
|
$140 M
|
| SECURITY NATIONAL BANK OF SO DAK |
Sioux City, IA |
Q1 2025
|
169
|
$180 M
|
| SECURITY NATIONAL TRUST CO |
Wheeling, WV |
Q3 2021
|
567
|
$430 M
|
| S.E.E.D. Planning Group LLC |
Binghamton, NY |
Q1 2025
|
73
|
$300 M
|
| SEEDS INVESTOR LLC |
New York, NY |
Q1 2025
|
247
|
$360 M
|
| Seed Wealth Management, Inc. |
Evanston, IL |
Q1 2025
|
149
|
$120 M
|
| Seek First Inc. |
Campbell, CA |
Q1 2025
|
53
|
$110 M
|
| Seelaus Asset Management LLC |
Chatham, NJ |
Q1 2025
|
172
|
$100 M
|
| SEEYOND |
Paris, France |
Q4 2022
|
602
|
$1.0 B
|
| SEGALL BRYANT & HAMILL, LLC |
Chicago, IL |
Q1 2025
|
573
|
$6.5 B
|
| Segantii Capital Management Ltd |
Hong Kong |
Q1 2024
|
100
|
$1.5 B
|
| Segment Wealth Management, LLC |
Houston, TX |
Q1 2025
|
282
|
$1.5 B
|
| SEGRA CAPITAL MANAGEMENT, LLC |
Palm Beach, FL |
Q1 2025
|
14
|
$310 M
|
| SEIDMAN LAWRENCE B |
Parsippany, NJ |
Q4 2020
|
25
|
$80 M
|
| SEI INVESTMENTS CO |
Oaks, PA |
Q1 2025
|
5,482
|
$78 B
|
| Seilern Investment Management Ltd |
London, United Kingdom |
Q1 2025
|
23
|
$1.5 B
|
| SEI TRUST CO |
Oaks, PA |
Q3 2014
|
1,639
|
$10 B
|
| SEIZERT CAPITAL PARTNERS, LLC |
Birmingham, MI |
Q1 2025
|
156
|
$2.2 B
|
| SELDON CAPITAL LP |
San Francisco, CA |
Q1 2025
|
58
|
$160 M
|
| Select Asset Management & Trust |
Mechanicsburg, PA |
Q1 2025
|
84
|
$250 M
|
| Select Equity Group, L.P. |
New York, NY |
Q1 2025
|
151
|
$23 B
|
| Selective Wealth Management, Inc. |
Forest, VA |
Q1 2025
|
104
|
$230 M
|
| Selkirk Management LLC |
Chatham, NJ |
Q1 2025
|
14
|
$260 M
|
| Sellaronda Global Management LP |
New York, NY |
Q1 2025
|
10
|
$100 M
|
| Sellwood Investment Partners LLC |
Portland, OR |
Q1 2025
|
39
|
$190 M
|
| Selway Asset Management |
Boise, ID |
Q1 2025
|
75
|
$240 M
|
| Selz Capital LLC |
New York, NY |
Q4 2019
|
62
|
$570 M
|
| Semanteon Capital Management, LP |
Newton, MA |
Q1 2025
|
235
|
$180 M
|
| Seminole Management Co., Inc. |
New York, NY |
Q3 2018
|
1
|
$0
|
| Semmax Financial Advisors Inc. |
Winston Salem, NC |
Q1 2025
|
432
|
$370 M
|
| SEMPER AUGUSTUS INVESTMENTS GROUP LLC |
Highlands Ranch, CO |
Q1 2025
|
36
|
$620 M
|
| Semper Trust Co. |
King Of Prussia, PA |
Q4 2015
|
105
|
$72 M
|
| Semus Wealth Partners LLC |
Boca Raton, FL |
Q1 2025
|
114
|
$140 M
|
| Senator Investment Group LP |
New York, NY |
Q1 2025
|
51
|
$1.9 B
|
| Sender Co & Partners, Inc. |
New York, NY |
Q1 2025
|
73
|
$190 M
|
| Sendero Wealth Management, LLC |
San Antonio, TX |
Q1 2025
|
278
|
$720 M
|
| SENECA CAPITAL INVESTMENTS, L.P. |
New York, NY |
Q4 2015
|
3
|
$980 k
|
| Seneca House Advisors |
Richmond, VA |
Q1 2025
|
87
|
$230 M
|
| Seneschal Advisors, LLC |
Tacoma, WA |
Q1 2025
|
33
|
$120 M
|
| Sensato Investors LLC |
San Francisco, CA |
Q2 2020
|
1
|
$0
|
| Sensible Financial Planning & Management, LLC. |
Waltham, MA |
Q1 2025
|
30
|
$500 M
|
| Sensible Money, LLC |
Scottsdale, AZ |
Q1 2025
|
83
|
$230 M
|
| SENTINEL ASSET MANAGEMENT, INC. |
Montpelier, VT |
Q3 2019
|
2
|
$870 k
|
| SENTINEL PENSION ADVISORS, LLC |
Wakefield, MA |
Q1 2025
|
111
|
$540 M
|
| SENTINEL TRUST CO LBA |
Houston, TX |
Q1 2025
|
134
|
$850 M
|
| Sentinus, LLC |
Oak Brook, IL |
Q1 2025
|
198
|
$360 M
|
| SENTRY INVESTMENT MANAGEMENT LLC |
Stevens Point, WI |
Q1 2025
|
481
|
$150 M
|
| Sentry Investments Corp. |
Toronto, Ontario, Canada |
Q1 2018
|
196
|
$6.7 B
|
| Sentry LLC |
Memphis, TN |
Q1 2025
|
131
|
$510 M
|
| Senvest Management, LLC |
New York, NY |
Q1 2025
|
42
|
$2.4 B
|
| SENZAR ASSET MANAGEMENT, LLC |
New York, NY |
Q3 2018
|
1
|
$0
|
| Sepio Capital, LP |
Salt Lake City, UT |
Q1 2025
|
287
|
$1.3 B
|
| Sequent Asset Management, LLC |
Houston, TX |
Q1 2025
|
83
|
$180 M
|
| Sequent Planning LLC |
Omaha, NE |
Q1 2025
|
146
|
$280 M
|
| Sequoia Financial Advisors, LLC |
Akron, OH |
Q1 2025
|
1,369
|
$13 B
|
| Sequoia Wealth Management, LLC |
Hoffman Estates, IL |
Q4 2019
|
19
|
$13 M
|
| Serengeti Asset Management LP |
New York, NY |
Q3 2022
|
36
|
$32 M
|
| Serenity Capital LLC |
Palo Alto, CA |
Q1 2025
|
7
|
$170 M
|
| Serenity Capital Management, Ltd |
George Town, Cayman Islands |
Q1 2017
|
1
|
$0
|
| SERENITY CAPITAL MANAGEMENT PTE. LTD. |
Singapore |
Q1 2025
|
7
|
$170 M
|
| Serent Capital Management Co LLC |
San Francisco, CA |
Q3 2024
|
1
|
$45 M
|
| Serenus Wealth Advisors, LLC |
Santa Monica, CA |
Q1 2025
|
64
|
$600 M
|
| Seros Financial, LLC |
Tempe, AZ |
Q1 2025
|
55
|
$130 M
|
| Sessa Capital IM, L.P. |
New York, NY |
Q1 2025
|
31
|
$2.6 B
|
| Settian Capital LP |
New York, NY |
Q1 2025
|
26
|
$130 M
|
| SevenBridge Financial Group, LLC |
Harrisburg, PA |
Q1 2025
|
220
|
$510 M
|
| Seven Bridges Advisors LLC |
New York, NY |
Q3 2018
|
2
|
$9.7 M
|
| SEVEN EIGHT CAPITAL, LP |
New York, NY |
Q4 2024
|
1
|
$0
|
| SEVEN GRAND MANAGERS, LLC |
Bronxville, NY |
Q1 2025
|
41
|
$430 M
|
| Seven Harbour Global, LP |
New York, NY |
Q4 2016
|
1
|
$0
|
| SEVEN LOCKS CAPITAL MANAGEMENT LP |
New York, NY |
Q3 2016
|
23
|
$170 M
|
| SEVEN MILE ADVISORY |
Ewing, NJ |
Q1 2025
|
175
|
$150 M
|
| SevenOneSeven Capital Management |
Lancaster, PA |
Q4 2023
|
12
|
$2.2 M
|
| Seven Post Investment Office LP |
San Francisco, CA |
Q1 2025
|
33
|
$260 M
|
| Seven Six Capital Management, LLC |
New York, NY |
Q1 2025
|
26
|
$110 M
|
| Seven Springs Wealth Group, LLC |
Brentwood, TN |
Q1 2025
|
81
|
$280 M
|
| SFE Investment Counsel |
Los Angeles, CA |
Q1 2025
|
140
|
$500 M
|
| SFG Wealth Management, LLC. |
Towson, MD |
Q1 2025
|
115
|
$200 M
|
| SFI Advisors, LLC |
Montclair, NJ |
Q1 2025
|
72
|
$140 M
|
| SFMG, LLC |
Plano, TX |
Q1 2025
|
283
|
$1.3 B
|
| SFM, LLC |
Manchester, NH |
Q1 2025
|
56
|
$140 M
|
| SG3 Management, LLC |
Dorado, Puerto Rico |
Q3 2023
|
1
|
$0
|
| SG Americas Securities, LLC |
New York, NY |
Q1 2025
|
3,447
|
$30 B
|
| SG Capital Management LLC |
Chicago, IL |
Q1 2025
|
56
|
$1.1 B
|
| SGL Investment Advisors, Inc. |
Missoula, MT |
Q1 2025
|
116
|
$190 M
|
| SG Select LLC |
Boca Raton, FL |
Q1 2014
|
17
|
$6.1 M
|
| Shade Tree Advisors LLC |
Saratoga Springs, NY |
Q1 2025
|
18
|
$100 M
|
| SHAH CAPITAL MANAGEMENT |
Raleigh, NC |
Q1 2025
|
17
|
$490 M
|
| Shaker Financial Services, LLC |
Arlington, VA |
Q1 2025
|
153
|
$260 M
|
| SHAKER INVESTMENTS LLC/OH |
Cleveland, OH |
Q1 2025
|
94
|
$210 M
|
| Shakespeare Wealth Management, LLC |
Pewaukee, WI |
Q1 2025
|
96
|
$370 M
|
| Shamrock Asset Management LLC |
Dallas, TX |
Q3 2019
|
257
|
$130 M
|
| SHANDA ASSET MANAGEMENT HOLDINGS Ltd |
Redwood City, CA |
Q1 2025
|
7
|
$1.6 B
|
| ShankerValleau Wealth Advisors, Inc. |
Skokie, IL |
Q1 2025
|
41
|
$310 M
|
| Shannon River Fund Management LLC |
New York, NY |
Q1 2025
|
14
|
$380 M
|
| Shaolin Capital Management LLC |
Miami, FL |
Q1 2025
|
191
|
$2.7 B
|
| SHAPIRO CAPITAL MANAGEMENT LLC |
Atlanta, GA |
Q1 2025
|
46
|
$2.4 B
|
| Shapiro Robert N |
Boston, MA |
Q4 2014
|
4,186
|
$500 M
|
| Share Andrew L. |
Manchester, NH |
Q1 2025
|
13
|
$140 M
|
| Shared Vision Wealth Group LLC |
Carlsbad, X1 |
Q1 2025
|
78
|
$180 M
|
| SHARIAPORTFOLIO, INC. |
Lake Mary, FL |
Q1 2025
|
26
|
$190 M
|
| Sharkey, Howes & Javer |
Denver, CO |
Q1 2025
|
149
|
$700 M
|
| Sharp Capital Gestora de Recursos Ltda. |
Rio De Janeiro, Brazil |
Q1 2025
|
4
|
$47 M
|
| SHARPEPOINT LLC |
Phoenix, AZ |
Q1 2025
|
77
|
$110 M
|
| Sharper & Granite LLC |
El Segundo, CA |
Q1 2025
|
101
|
$240 M
|
| Sharp Financial Services, LLC |
Horsham, PA |
Q1 2025
|
89
|
$130 M
|
| ShawSpring Partners LLC |
Boston, MA |
Q1 2025
|
10
|
$730 M
|
| Shay Capital LLC |
New York, NY |
Q1 2025
|
309
|
$690 M
|
| SHAYNE & JACOBS, LLC |
Nashville, TN |
Q1 2025
|
112
|
$410 M
|
| SHCP, LLC |
Cincinnati, OH |
Q1 2025
|
1
|
$0
|
| Sheaff Brock Investment Advisors, LLC |
Indianapolis, IN |
Q1 2025
|
461
|
$1.1 B
|
| Sheares Healthcare Group Pte. Ltd. |
Singapore |
Q3 2023
|
1
|
$0
|
| ShearLink Capital, LLC |
New York, NY |
Q4 2017
|
1
|
$0
|
| Shearwater Capital LLC |
Denver, CO |
Q1 2025
|
45
|
$140 M
|
| Sheets Smith Investment Management |
Houston, TX |
Q4 2024
|
57
|
$120 M
|
| SHEETS SMITH WEALTH MANAGEMENT |
Winston Salem, NC |
Q1 2025
|
356
|
$800 M
|
| Sheffield Asset Management, L.L.C. |
Chicago, IL |
Q3 2019
|
13
|
$48 M
|
| SHELL ASSET MANAGEMENT CO |
The Hague, Netherlands |
Q1 2025
|
1,260
|
$2.1 B
|
| Shellback Capital, LP |
Boston, MA |
Q1 2025
|
87
|
$1.0 B
|
| Shelter Harbor Advisors, LP |
Weatogue, CT |
Q1 2020
|
1
|
$0
|
| Shelter Haven Capital Management, L.P. |
Summit, NJ |
Q4 2021
|
11
|
$350 M
|
| Shelter Ins Profit Sharing |
Columbia, MO |
Q3 2015
|
41
|
$200 M
|
| Shelter Ins Retirement Plan |
Columbia, MO |
Q1 2025
|
8
|
$77 M
|
| Shelter Mutual Insurance Co |
Columbia, MO |
Q1 2025
|
57
|
$410 M
|
| SHELTON CAPITAL MANAGEMENT |
Denver, CO |
Q1 2025
|
697
|
$4.2 B
|
| SHELTON WEALTH MANAGEMENT, LLC |
Fort Worth, TX |
Q1 2025
|
135
|
$180 M
|
| Shengqi Capital (Hong Kong) Ltd |
Hong Kong |
Q1 2025
|
5
|
$140 M
|
| SHENKMAN CAPITAL MANAGEMENT INC |
New York, NY |
Q1 2025
|
126
|
$980 M
|
| SHEN NEIL NANPENG |
Na, Hong Kong |
Q1 2025
|
3
|
$170 k
|
| Shepherd Financial Partners LLC |
Winchester, MA |
Q1 2025
|
230
|
$850 M
|
| SHEPHERD KAPLAN KROCHUK, LLC |
Boston, MA |
Q1 2025
|
58
|
$120 M
|
| SHEPHERD WEALTH MANAGEMENT Ltd LIABILITY Co |
Cincinnati, OH |
Q1 2025
|
31
|
$97 M
|
| Sherborne Investors Management LP |
New York, NY |
Q1 2025
|
1
|
$370 M
|
| SHERBROOKE PARK ADVISERS LLC |
White Plains, NY |
Q1 2025
|
564
|
$210 M
|
| Sheridan Capital Management, LLC |
San Rafael, CA |
Q1 2025
|
27
|
$140 M
|
| Sherman Asset Management, Inc. |
Ventura, CA |
Q1 2025
|
152
|
$100 M
|
| Sherrill & Hutchins Financial Advisory, Inc |
Atlanta, GA |
Q1 2025
|
12
|
$120 M
|
| Sherwood Financial Partners, LLC |
Westlake Village, CA |
Q1 2025
|
8
|
$100 M
|
| SHIKIAR ASSET MANAGEMENT INC |
New York, NY |
Q1 2025
|
78
|
$340 M
|
| Shilanski & Associates, Inc. |
Anchorage, AK |
Q1 2025
|
104
|
$320 M
|
| SHINE INVESTMENT ADVISORY SERVICES INC |
Lone Tree, CO |
Q3 2020
|
747
|
$300 M
|
| Shinko Asset Management Co., Ltd. |
Tokyo, Japan |
Q3 2016
|
881
|
$15 B
|
| Shira Ridge Wealth Management |
Larkspur, CA |
Q1 2025
|
75
|
$200 M
|
| Shoals Capital Management LP |
Arlington, VA |
Q1 2020
|
2
|
$22 M
|
| Shoker Investment Counsel, Inc. |
Oxford, OH |
Q1 2025
|
104
|
$300 M
|
| Shone Asset Management LLC |
Walnut Creek, CA |
Q4 2020
|
41
|
$130 M
|
| ShoreHaven Wealth Partners, LLC |
Red Bank, NJ |
Q1 2025
|
87
|
$210 M
|
| Shorepath Capital Management LLC |
Park City, UT |
Q1 2025
|
23
|
$130 M
|
| Shore Point Advisors, LLC |
Brielle, NJ |
Q1 2025
|
66
|
$190 M
|
| Shorepoint Capital Partners LLC |
Norwood, MA |
Q1 2025
|
190
|
$440 M
|
| Shotwell Rutter Baer Inc |
Lansing, MI |
Q1 2025
|
33
|
$110 M
|
| SHUFRO ROSE & CO LLC |
New York, NY |
Q1 2025
|
313
|
$1.3 B
|
| Shulman DeMeo Asset Management LLC |
Lake Success, NY |
Q1 2025
|
116
|
$360 M
|
| Shum Financial Group, Inc. |
Alameda, CA |
Q1 2025
|
89
|
$120 M
|
| SIB LLC |
New York, NY |
Q4 2024
|
19
|
$190 M
|
| Sicart Associates LLC |
New York, NY |
Q1 2025
|
66
|
$290 M
|
| SIEMENS AG |
Munich, Germany |
Q1 2025
|
1
|
$190 M
|
| Siemens Fonds Invest GmbH |
Munich, Germany |
Q1 2025
|
577
|
$1.5 B
|
| SIEMENS PENSION TRUST E V |
Munich Germany, Germany |
Q1 2025
|
1
|
$57 M
|
| SIENA CAPITAL LLC |
Cincinnati, OH |
Q3 2022
|
218
|
$150 M
|
| Siena Capital Partners GP, LLC |
Chicago, IL |
Q1 2025
|
108
|
$340 M
|
| Sienna Gestion |
Paris, France |
Q1 2025
|
159
|
$1.2 B
|
| Sierra Capital LLC |
Miami, FL |
Q1 2025
|
235
|
$830 M
|
| SIERRA OCEAN, LLC |
Ripon, CA |
Q1 2025
|
1,055
|
$130 M
|
| SIERRA SUMMIT ADVISORS LLC |
Incline Village, NV |
Q1 2025
|
177
|
$460 M
|
| SIG BROKERAGE, LP |
Bala Cynwyd, PA |
Q1 2025
|
526
|
$2.0 B
|
| SIG China Investments Master Fund III, LLLP |
Wilimington, DE |
Q1 2022
|
1
|
$49 k
|
| SigFig Wealth Management, LLC |
San Francisco, CA |
Q1 2025
|
127
|
$2.8 B
|
| SIG Growth Equity Funds Ltd Partnership, LLLP |
Wilmington, DE |
Q3 2024
|
1
|
$140 M
|
| Sightline Wealth Advisors, LLC |
Groton, CT |
Q1 2025
|
81
|
$190 M
|
| SIGMA CAPITAL MANAGEMENT LLC |
Stamford, CT |
Q3 2015
|
1
|
$0
|
| SIGMA INVESTMENT COUNSELORS INC |
Northville, MI |
Q1 2025
|
187
|
$1.6 B
|
| Sigma Investment Management Co |
Portland, OR |
Q4 2018
|
20
|
$130 M
|
| Sigma Planning Corp |
Ann Arbor, MI |
Q1 2025
|
1,203
|
$3.1 B
|
| Signal Advisors Wealth, LLC |
Detroit, MI |
Q1 2025
|
430
|
$1.0 B
|
| SignalPoint Asset Management, LLC |
Springfield, MO |
Q4 2024
|
253
|
$410 M
|
| Signator Financial Services, Inc. |
Seattle, WA |
Q3 2013
|
297
|
$100 M
|
| SIGNATURE ESTATE & INVESTMENT ADVISORS LLC |
Los Angeles, CA |
Q1 2025
|
893
|
$3.8 B
|
| SIGNATUREFD, LLC |
Atlanta, GA |
Q1 2025
|
3,340
|
$5.3 B
|
| Signature Financial Management, Inc. |
Norfolk, VA |
Q4 2018
|
126
|
$420 M
|
| Signature Resources Capital Management, LLC |
Newport Beach, CA |
Q1 2025
|
380
|
$120 M
|
| Signature Wealth Management Group |
Atlanta, GA |
Q1 2025
|
113
|
$260 M
|
| Signature Wealth Management Partners, LLC |
Montvale, NJ |
Q1 2025
|
103
|
$150 M
|
| SIGNET FINANCIAL MANAGEMENT, LLC |
Parsippany, NJ |
Q1 2025
|
281
|
$740 M
|
| Signet Investment Advisory Group, Inc. |
Providence, RI |
Q1 2025
|
69
|
$200 M
|
| SIGNET MANAGEMENT USA, LLC |
Mclean, VA |
Q4 2013
|
197
|
$150 M
|
| SIGNIA CAPITAL MANAGEMENT LLC |
Spokane, WA |
Q2 2020
|
24
|
$56 M
|
| Significant Wealth Partners LLC |
Cary, IL |
Q1 2025
|
92
|
$200 M
|
| Signify Wealth |
Saint Louis, MO |
Q4 2024
|
26
|
$89 M
|
| Signition LP |
New York, NY |
Q1 2020
|
1
|
$0
|
| SIG North Trading, ULC |
Bala Cynwyd, PA |
Q1 2025
|
257
|
$3.2 B
|
| Signpost Capital Advisors, LP |
New York, NY |
Q1 2017
|
11
|
$34 M
|
| Siguler Guff Advisers, LLC |
New York, NY |
Q1 2025
|
2
|
$72 M
|
| SIGULER GUFF ADVISERS, LLC |
New York, NY |
Q4 2022
|
5
|
$210 M
|
| SIH MPH ROLLOVER GP, LLC |
New York, NY |
Q4 2021
|
1
|
$0
|
| SIH Partners, LLLP |
Wilmington, DE |
Q1 2025
|
297
|
$3.0 B
|
| SII INVESTMENTS INC/WI |
Appleton, WI |
Q1 2018
|
1
|
$0
|
| Silchester International Investors LLP |
London, United Kingdom |
Q1 2025
|
4
|
$560 M
|
| Silicon Hills Wealth Management, LLC |
Austin, TX |
Q2 2023
|
84
|
$180 M
|
| Silicon Valley Capital Partners |
San Jose, CA |
Q4 2024
|
315
|
$900 M
|
| Silicon Valley Community Foundation |
Mountain View, CA |
Q1 2025
|
4
|
$1.7 B
|
| Siligmueller & Norvid Wealth Advisors LLC |
Glen Ellyn, IL |
Q1 2025
|
92
|
$240 M
|
| Silphium Asset Management Ltd |
London, United Kingdom |
Q1 2025
|
29
|
$120 M
|
| Silvant Capital Management LLC |
Atlanta, GA |
Q1 2025
|
396
|
$2.2 B
|
| SILVERARC CAPITAL MANAGEMENT, LLC |
Boston, MA |
Q1 2025
|
69
|
$490 M
|
| SILVERBACK ASSET MANAGEMENT LLC |
Chapel Hill, NC |
Q1 2025
|
61
|
$720 M
|
| Silverberg Bernstein Capital Management LLC |
Armonk, NY |
Q1 2025
|
62
|
$110 M
|
| Silver Bridge Capital Management LLC |
Boston, MA |
Q4 2013
|
1
|
$0
|
| SILVER CAPITAL MANAGEMENT LLC |
New York, NY |
Q1 2018
|
36
|
$5.2 M
|
| Silver Coast Investments LLC |
San Diego, X1 |
Q1 2025
|
101
|
$260 M
|
| SILVERCREST ASSET MANAGEMENT GROUP LLC |
New York, NY |
Q1 2025
|
838
|
$14 B
|
| SILVERHAWK ASSET MANAGEMENT, LLC |
Scottsdale, AZ |
Q2 2023
|
33
|
$120 M
|
| Silver Heights Capital Management Inc |
Toronto, Ontario, Canada |
Q1 2025
|
4
|
$220 M
|
| Silver Lake Advisory, LLC |
Cottonwood Heights, UT |
Q1 2025
|
99
|
$230 M
|
| Silver Lake Group, L.L.C. |
Menlo Park, CA |
Q1 2025
|
15
|
$5.5 B
|
| SILVERLAKE WEALTH MANAGEMENT LLC |
Williston, VT |
Q1 2025
|
262
|
$260 M
|
| Silverleafe Capital Partners, LLC |
Germantown, TN |
Q1 2025
|
88
|
$290 M
|
| Silver Oak Advisory Group, Inc. |
Portland, OR |
Q1 2025
|
65
|
$190 M
|
| SILVER OAK SECURITIES, INCORPORATED |
Jackson, TN |
Q1 2025
|
666
|
$1.1 B
|
| SILVER OAK WEALTH ADVISORS SERVICES, LLC |
Los Angeles, CA |
Q1 2025
|
31
|
$110 M
|
| SilverOak Wealth Management LLC |
Edina, MN |
Q1 2025
|
98
|
$460 M
|
| Silver Point Capital L.P. |
Greenwich, CT |
Q1 2025
|
14
|
$1.3 B
|
| Silver Rock Financial LLC |
Santa Monica, CA |
Q2 2016
|
1
|
$0
|
| Silver Rock Financial LP |
Los Angeles, CA |
Q1 2025
|
29
|
$380 M
|
| Silversage Advisors |
Irvine, CA |
Q2 2021
|
6
|
$2.4 M
|
| Silver Spur Capital, LLC |
Englewood, CO |
Q1 2023
|
1
|
$0
|
| SILVIA MCCOLL WEALTH MANAGEMENT, LLC |
San Diego, CA |
Q1 2025
|
109
|
$130 M
|
| Simcah Management LLC |
Charlotte, NC |
Q4 2013
|
15
|
$87 M
|
| Simcoe Capital Management, LLC |
New York, NY |
Q1 2025
|
28
|
$560 M
|
| Simmons Bank |
Pine Bluff, AR |
Q1 2025
|
758
|
$1.3 B
|
| SIMMONS FIRST TRUST CO NA |
Pine Bluff, AR |
Q4 2015
|
589
|
$880 M
|
| Simon Charitable Public LLC |
Cleveland, OH |
Q3 2014
|
3
|
$180 M
|
| Simon Property Group Inc /DE/ |
Indianapolis, IN |
Q3 2016
|
1
|
$0
|
| SIMON QUICK ADVISORS, LLC |
Morristown, NJ |
Q1 2025
|
611
|
$1.8 B
|
| SIMPLEX TRADING, LLC |
Chicago, IL |
Q1 2025
|
9,739
|
$160 B
|
| Simplicity Solutions, LLC |
Minneapolis, MN |
Q4 2023
|
1,070
|
$3.7 B
|
| Simplicity Wealth,LLC |
Summit, NJ |
Q1 2025
|
561
|
$1.3 B
|
| SimpliFi, Inc. |
San Diego, CA |
Q1 2025
|
41
|
$220 M
|
| Simplify Asset Management Inc. |
Las Vegas, NV |
Q1 2025
|
94
|
$2.7 B
|
| Simply Money Advisors |
Cincinnati, OH |
Q1 2018
|
34
|
$710 M
|
| SIMS INVESTMENT MANAGEMENT, LLC |
Cincinnati, OH |
Q1 2025
|
41
|
$220 M
|
| Sincerus Advisory, LLC |
New York, NY |
Q1 2025
|
63
|
$95 M
|
| SINECERA CAPITAL, LLC |
Austin, TX |
Q3 2024
|
30
|
$83 M
|
| Singapore Technologies Telemedia Pte Ltd |
Singapore |
Q1 2025
|
1
|
$400 M
|
| Single Point Partners, LLC |
Boston, MA |
Q1 2025
|
87
|
$430 M
|
| Sio Capital Management, LLC |
New York, NY |
Q1 2025
|
54
|
$340 M
|
| SIPHRON CAPITAL MANAGEMENT /CA/ |
Beverly Hills, CA |
Q3 2014
|
73
|
$30 M
|
| Sippican Capital Advisors |
Boston, MA |
Q1 2025
|
109
|
$130 M
|
| SIR Capital Management, L.P. |
New York, NY |
Q1 2025
|
76
|
$1.1 B
|
| Siren, L.L.C. |
New York, NY |
Q1 2025
|
117
|
$1.8 B
|
| SIRIOS CAPITAL MANAGEMENT L P |
Boston, MA |
Q1 2025
|
62
|
$560 M
|
| Siris Capital Group, LLC |
New York, NY |
Q3 2022
|
1
|
$9.4 M
|
| SIT INVESTMENT ASSOCIATES INC |
Minneapolis, MN |
Q1 2025
|
522
|
$4.3 B
|
| Sitrin Capital Management LLC |
Century City, CA |
Q1 2025
|
41
|
$190 M
|
| SITTNER & NELSON, LLC |
Eugene, OR |
Q1 2025
|
499
|
$230 M
|
| Situational Awareness LP |
San Francisco, CA |
Q1 2025
|
12
|
$1.0 B
|
| Sivia Capital Partners, LLC |
Mill Valley, CA |
Q1 2025
|
291
|
$210 M
|
| Sivik Global Healthcare LLC |
Greenwich, CT |
Q1 2025
|
31
|
$180 M
|
| SIX COLUMNS CAPITAL, LP |
Dallas, TX |
Q1 2022
|
1
|
$0
|
| Sixth Street Partners Management Company, L.P. |
Dallas, TX |
Q1 2025
|
21
|
$760 M
|
| SJS Investment Consulting Inc. |
Sylvania, OH |
Q1 2025
|
1,893
|
$590 M
|
| Skaana Management L.P. |
Brooklyn, NY |
Q1 2025
|
158
|
$270 M
|
| Skandinaviska Enskilda Banken AB (publ) |
Stockholm, Sweden |
Q1 2025
|
1,021
|
$20 B
|
| SKBA CAPITAL MANAGEMENT LLC |
San Francisco, CA |
Q1 2025
|
86
|
$670 M
|
| Skerryvore Asset Management Ltd |
Edinburgh, United Kingdom |
Q1 2025
|
6
|
$120 M
|
| Skorpios Trust |
Limassol, Cyprus |
Q1 2025
|
2
|
$46 M
|
| SK Wealth Management, LLC |
Providence, RI |
Q1 2025
|
73
|
$190 M
|
| SkyBridge Capital II, LLC |
New York, NY |
Q1 2025
|
1
|
$15 M
|
| Skye Global Management LP |
West Palm Beach, FL |
Q1 2025
|
52
|
$3.8 B
|
| Sky Investment Counsel Inc |
Toronto, Ontario, Canada |
Q2 2014
|
12
|
$100 M
|
| Sky Investment Group LLC |
Hartford, CT |
Q1 2025
|
137
|
$540 M
|
| SkyKnight Capital, L.P. |
San Francisco, CA |
Q1 2025
|
3
|
$98 M
|
| Skylands Capital, LLC |
Milwaukee, WI |
Q1 2025
|
153
|
$690 M
|
| Skyline Advisors, Inc. |
Bellingham, WA |
Q1 2025
|
88
|
$250 M
|
| SKYLINE ASSET MANAGEMENT LP |
Chicago, IL |
Q4 2020
|
56
|
$78 M
|
| SKY-MOUNTAIN CAPITAL MANAGEMENT, INC. |
Ketchum, ID |
Q1 2025
|
32
|
$120 M
|
| SkyOak Wealth, LLC |
Southfield, MI |
Q1 2025
|
245
|
$460 M
|
| SkyTop Capital Management LLC |
Rutherford, NJ |
Q2 2020
|
1
|
$0
|
| SkyView Investment Advisors, LLC |
Shrewsbury, NJ |
Q3 2024
|
308
|
$600 M
|
| SL ADVISORS, LLC |
Westfield, NJ |
Q1 2025
|
32
|
$57 M
|
| Slagle Financial, LLC |
Edwardsville, IL |
Q1 2025
|
99
|
$230 M
|
| Slate Path Capital LP |
New York, NY |
Q1 2025
|
50
|
$5.5 B
|
| SlateStone Wealth, LLC |
Jupiter, FL |
Q1 2025
|
288
|
$1.0 B
|
| Sleep, Zakaria & CO Ltd. |
London, United Kingdom |
Q2 2014
|
1
|
$0
|
| Sloane Robinson LLP |
London, United Kingdom |
Q1 2021
|
1
|
$0
|
| Slocum, Gordon & Co LLP |
Newport, RI |
Q1 2025
|
135
|
$130 M
|
| Slotnik Capital, LLC |
Dallas, TX |
Q1 2025
|
23
|
$210 M
|
| Slow Capital, Inc. |
Greenbrae, CA |
Q1 2025
|
111
|
$750 M
|
| Sloy Dahl & Holst, LLC |
Vancouver, WA |
Q1 2025
|
109
|
$570 M
|
| SLS MANAGEMENT LLC |
New York, NY |
Q4 2018
|
1
|
$0
|
| SLT Holdings LLC |
Scottsdale, AZ |
Q1 2025
|
87
|
$110 M
|
| Small Cap Value Fund, Inc. |
Dallas, TX |
Q2 2015
|
1
|
$0
|
| Smallwood Wealth Investment Management, LLC |
Red Bank, NJ |
Q1 2025
|
505
|
$160 M
|
| Smartleaf Asset Management LLC |
Boston, MA |
Q1 2025
|
2,860
|
$1.0 B
|
| Smart Money Group LLC |
Eastland, TX |
Q1 2025
|
77
|
$290 M
|
| Smart Portfolios, LLC |
Seattle, WA |
Q1 2025
|
94
|
$92 M
|
| SMART Wealth LLC |
Omaha, NE |
Q1 2025
|
153
|
$280 M
|
| Smead Capital Management, Inc. |
Phoenix, AZ |
Q1 2025
|
34
|
$5.8 B
|
| SMH CAPITAL ADVISORS INC |
Fort Worth, TX |
Q1 2025
|
45
|
$43 M
|
| SMI Advisory Services, LLC |
Columbus, IN |
Q1 2025
|
55
|
$440 M
|
| Smith Affiliated Capital Corp. |
New York, NY |
Q3 2017
|
119
|
$86 B
|
| Smith Anglin Financial, LLC |
Dallas, TX |
Q1 2025
|
214
|
$940 M
|
| Smith Asset Management Co., LLC |
Chiefland, FL |
Q1 2025
|
66
|
$110 M
|
| Smith Asset Management Group LP |
Dallas, TX |
Q2 2021
|
363
|
$2.0 B
|
| SMITHBRIDGE ASSET MANAGEMENT INC/DE |
Chadds Ford, PA |
Q1 2025
|
126
|
$540 M
|
| SMITH CAPITAL MANAGEMENT INC /AR/ADV |
Little Rock, AR |
Q3 2020
|
85
|
$160 M
|
| SMITH CHAS P & ASSOCIATES PA CPAS |
Lakeland, FL |
Q1 2025
|
163
|
$1.7 B
|
| Smithfield Trust Co |
Pittsburgh, PA |
Q1 2025
|
1,266
|
$2.0 B
|
| Smith, Graham & Co., Investment Advisors, LP |
Houston, TX |
Q4 2023
|
141
|
$870 M
|
| Smith Group Asset Management, LLC |
Dallas, TX |
Q1 2025
|
179
|
$1.3 B
|
| SMITH HAYES Advisers, Inc |
Lincoln, NE |
Q1 2016
|
317
|
$490 M
|
| Smith & Howard Wealth Management, LLC |
Atlanta, GA |
Q1 2025
|
82
|
$370 M
|
| SMITH, MOORE & CO. |
Clayton, MO |
Q1 2025
|
480
|
$1.1 B
|
| Smith Salley Wealth Management |
Greensboro, NC |
Q1 2025
|
245
|
$1.5 B
|
| SMITH SHELLNUT WILSON LLC /ADV |
Ridgeland, MS |
Q1 2025
|
140
|
$220 M
|
| SMITH THOMAS W |
Boca Raton, FL |
Q3 2023
|
6
|
$82 M
|
| Smith Thornton Advisors LLC |
Huntsville, AL |
Q1 2025
|
131
|
$160 M
|
| Smithwood Advisers, L.P. |
Los Angeles, CA |
Q4 2016
|
1
|
$0
|
| S. MUOIO & CO. LLC |
New York, NY |
Q3 2022
|
62
|
$76 M
|
| Snider Financial Group |
Bellevue, WA |
Q1 2025
|
110
|
$310 M
|
| SNOW CAPITAL MANAGEMENT LP |
Sewickley, PA |
Q2 2021
|
138
|
$700 M
|
| Snowden Capital Advisors LLC |
New York, NY |
Q1 2025
|
1,194
|
$3.1 B
|
| Snowhook Capital Management LP |
New York, NY |
Q3 2024
|
1
|
$0
|
| Snow Lake Capital (HK) Ltd |
Central, Hong Kong |
Q3 2023
|
1
|
$0
|
| Snow Lake Management LP |
Menlo Park, CA |
Q3 2024
|
1
|
$0
|
| Snow Park Capital Partners, LP |
New York, NY |
Q3 2019
|
7
|
$3.2 M
|
| Snow Phipps Group, LLC |
New York, NY |
Q1 2025
|
2
|
$290 M
|
| SNS Financial Group, LLC |
Minneapolis, MN |
Q1 2025
|
285
|
$980 M
|
| SNYDER CAPITAL MANAGEMENT L P |
San Francisco, CA |
Q1 2025
|
68
|
$4.6 B
|
| Soapstone Management L.P. |
Bethesda, MD |
Q1 2025
|
14
|
$130 M
|
| SOA Wealth Advisors, LLC. |
New York, NY |
Q1 2025
|
882
|
$480 M
|
| Socha Financial Group, LLC |
Corning, NY |
Q1 2025
|
21
|
$200 M
|
| Social Capital Group LLC |
Menlo Park, CA |
Q1 2025
|
1
|
$0
|
| Social Capital PEP Management LLC |
Palo Alto, CA |
Q2 2019
|
1
|
$0
|
| SOCIETE GENERALE |
Paris France, France |
Q2 2016
|
2,594
|
$14 B
|
| Socorro Asset Management LP |
Dallas, TX |
Q1 2025
|
33
|
$290 M
|
| Socratic Fund Management, L.P. |
Short Hills, NJ |
Q3 2015
|
4
|
$12 M
|
| Soditic Asset Management LLP |
London, United Kingdom |
Q3 2024
|
12
|
$98 M
|
| Sofinnova Investments, Inc. |
Menlo Park, CA |
Q1 2025
|
65
|
$1.5 B
|
| Sofinnova Management VIII, L.L.C. |
Menlo Park, CA |
Q4 2017
|
8
|
$180 M
|
| SOFI WEALTH, LLC |
San Francisco, CA |
Q1 2025
|
40
|
$1.3 B
|
| SOF Ltd |
George Town, Cayman Islands |
Q1 2025
|
1
|
$300 M
|
| SOFTBANK GROUP CORP. |
Tokyo, Japan |
Q1 2025
|
29
|
$29 B
|
| SoftVest Advisors, LLC |
Abilene, TX |
Q1 2025
|
6
|
$1.1 B
|
| Solano Wealth Investment Advisors LLC |
Fairfield, CA |
Q1 2025
|
33
|
$160 M
|
| Solano Wealth Management, Inc. |
Fairfield, CA |
Q2 2024
|
31
|
$180 M
|
| SOLARIS ASSET MANAGEMENT LLC |
New York, NY |
Q3 2018
|
41
|
$13 M
|
| Solas Capital Management, LLC |
Darien, CT |
Q1 2025
|
21
|
$180 M
|
| SOL Capital Management CO |
Rockville, MD |
Q1 2025
|
298
|
$910 M
|
| Solel Partners LP |
Boston, MA |
Q1 2025
|
21
|
$540 M
|
| Soleus Capital Management, L.P. |
Greenwich, CT |
Q1 2025
|
75
|
$1.4 B
|
| Solidarity Wealth, LLC |
Lehi, UT |
Q1 2025
|
89
|
$410 M
|
| Solitude Financial Services |
Charlottesville, VA |
Q1 2025
|
36
|
$260 M
|
| Sollinda Capital Management LLC |
Hickory, NC |
Q1 2025
|
66
|
$360 M
|
| Solstein Capital, LLC |
Menlo Park, CA |
Q1 2025
|
325
|
$170 M
|
| Soltis Investment Advisors LLC |
St. George, UT |
Q1 2025
|
370
|
$1.1 B
|
| Solus Alternative Asset Management LP |
Summit, NJ |
Q1 2025
|
9
|
$290 M
|
| Solutions 4 Wealth, Ltd |
Southlake, TX |
Q1 2025
|
52
|
$57 M
|
| SOMA EQUITY PARTNERS LP |
San Francisco, CA |
Q1 2025
|
18
|
$1.7 B
|
| Somerset Capital Management LLP |
London, United Kingdom |
Q4 2023
|
5
|
$8.1 k
|
| Somerset Group LLC |
Wayzata, MN |
Q1 2025
|
62
|
$110 M
|
| Somerset Trust Co |
Somerset, PA |
Q1 2025
|
213
|
$280 M
|
| SOMERVILLE KURT F |
Boston, MA |
Q1 2025
|
464
|
$570 M
|
| Somnio Financial Group, LLC |
Glastonbury, CT |
Q4 2024
|
14
|
$130 M
|
| Sompo Asset Management Co., Ltd. |
Tokyo, Japan |
Q1 2025
|
193
|
$540 M
|
| SONA ASSET MANAGEMENT (US) LLC |
New York, NY |
Q1 2025
|
201
|
$3.3 B
|
| SONATA CAPITAL GROUP INC |
Seattle, WA |
Q1 2025
|
112
|
$230 M
|
| Sone Capital Management, LLC |
New York, NY |
Q1 2025
|
104
|
$970 M
|
| Sonen Capital LLC |
San Francisco, CA |
Q4 2023
|
88
|
$53 M
|
| Sonic Fund II, L.P. |
Honolulu, HI |
Q3 2023
|
1
|
$0
|
| Sonic GP LLC |
Honolulu, HI |
Q4 2024
|
15
|
$45 M
|
| SONNIPE LTD |
Douglas, Isle of Man |
Q1 2025
|
2
|
$780 M
|
| Sonoma Private Wealth LLC |
San Francisco, CA |
Q1 2025
|
71
|
$72 M
|
| Sonora Investment Management Group, LLC |
Tucson, AZ |
Q1 2025
|
302
|
$1.3 B
|
| SONORA INVESTMENT MANAGEMENT, LLC |
Tucson, AZ |
Q3 2021
|
1,089
|
$800 M
|
| Sophron Capital Management L.P. |
Summit, NJ |
Q1 2025
|
39
|
$290 M
|
| SOPHROSYNE CAPITAL LLC |
New York, NY |
Q3 2015
|
8
|
$12 M
|
| SORA INVESTORS LLC |
Bryn Mawr, PA |
Q1 2025
|
66
|
$830 M
|
| Sorin Capital Management LLC |
Stamford, CT |
Q3 2018
|
17
|
$200 M
|
| Soroban Capital Partners LP |
New York, NY |
Q1 2025
|
27
|
$7.1 B
|
| SOROS CAPITAL MANAGEMENT LLC |
New York, NY |
Q1 2025
|
50
|
$390 M
|
| SOROS FUND MANAGEMENT LLC |
New York, NY |
Q1 2025
|
209
|
$6.7 B
|
| Souders Financial Advisors |
Cincinnati, OH |
Q1 2025
|
184
|
$720 M
|
| SOUND ENERGY PARTNERS, INC. |
Greenwich, CT |
Q3 2015
|
26
|
$49 M
|
| Sound Financial Strategies Group, LLC |
Madison, MS |
Q1 2025
|
100
|
$110 M
|
| Sound Income Strategies, LLC |
Ft Lauderdale, FL |
Q1 2025
|
1,558
|
$1.7 B
|
| SOUNDMARK WEALTH MANAGEMENT, LLC |
Kirkland, WA |
Q2 2024
|
1
|
$0
|
| Sound Point Capital Management, LP |
New York, NY |
Q4 2021
|
19
|
$28 M
|
| SOUND SHORE MANAGEMENT INC /CT/ |
Greenwich, CT |
Q1 2025
|
37
|
$2.9 B
|
| Sound Stewardship, LLC |
Overland Park, KS |
Q1 2025
|
60
|
$180 M
|
| SoundView Advisors Inc. |
Olympia, WA |
Q1 2025
|
33
|
$240 M
|
| Sound View Wealth Advisors Group, LLC |
Savannah, GA |
Q1 2025
|
407
|
$1.2 B
|
| Sound View Wealth Advisors, LLC |
Savannah, GA |
Q1 2019
|
248
|
$320 M
|
| Soundwatch Capital LLC |
Rowayton, CT |
Q1 2025
|
29
|
$220 M
|
| Source Financial Advisors LLC |
New York, NY |
Q3 2024
|
167
|
$340 M
|
| Sourcerock Fund LP |
Chicago, IL |
Q1 2021
|
1
|
$0
|
| Sourcerock Group LLC |
Denver, CO |
Q1 2025
|
38
|
$1.8 B
|
| South Dakota Investment Council |
Sioux Falls, SD |
Q1 2025
|
596
|
$4.9 B
|
| Southeast Asset Advisors, LLC |
Thomasville, GA |
Q1 2025
|
184
|
$820 M
|
| SOUTHEASTERN ASSET MANAGEMENT INC/TN/ |
Memphis, TN |
Q1 2025
|
85
|
$1.9 B
|
| SOUTHERN CAPITAL ADVISORS, LLC |
Jackson, TN |
Q1 2025
|
78
|
$180 M
|
| Southern Farm Bureau Life Insurance |
Jackson, MS |
Q1 2025
|
16
|
$680 M
|
| Southern Style Financial, Inc. |
San Diego, CA |
Q4 2024
|
28
|
$120 M
|
| SOUTHERNSUN ASSET MANAGEMENT, LLC |
Memphis, TN |
Q1 2025
|
30
|
$690 M
|
| Southern Wealth Management, LLP |
Dallas, TX |
Q1 2023
|
61
|
$260 M
|
| South Ferry Capital Management, L.P. |
New York, NY |
Q2 2015
|
10
|
$56 M
|
| SOUTH GEORGIA CAPITAL, LLC |
Naperville, IL |
Q3 2015
|
195
|
$41 M
|
| Southland Equity Partners LLC |
Wildwood, MO |
Q1 2025
|
229
|
$430 M
|
| Southpaw Asset Management LP |
Stamford, CT |
Q3 2021
|
1
|
$0
|
| SOUTH PLAINS FINANCIAL, INC. |
Lubbock, TX |
Q1 2025
|
324
|
$130 M
|
| Southpoint Capital Advisors LP |
New York, NY |
Q1 2025
|
41
|
$4.2 B
|
| SOUTHPORT MANAGEMENT, L.L.C. |
Wilson, WY |
Q1 2025
|
31
|
$23 M
|
| South Shore Capital Advisors |
Cohasset, MA |
Q3 2022
|
77
|
$43 M
|
| Southside Capital, LLC |
Miami Beach, FL |
Q4 2019
|
70
|
$380 M
|
| SouthState Corp |
Winter Haven, FL |
Q1 2025
|
2,540
|
$2.2 B
|
| South Street Advisors LLC |
New York, NY |
Q1 2025
|
65
|
$610 M
|
| SOUTH TEXAS MONEY MANAGEMENT LTD |
San Antonio, TX |
Q3 2019
|
639
|
$2.4 B
|
| Sovarnum Capital L.P. |
New York, NY |
Q3 2022
|
1
|
$0
|
| Sovereign Financial Group, Inc. |
Stamford, CT |
Q1 2025
|
286
|
$430 M
|
| Sovereign Investment Advisors, LLC |
Phoenix, AZ |
Q1 2025
|
33
|
$290 M
|
| Sovereign's Capital Management, LLC |
Atlanta, GA |
Q1 2025
|
124
|
$170 M
|
| Soviero Asset Management, LP |
New York, NY |
Q1 2025
|
44
|
$110 M
|
| Sovran Advisors, LLC |
San Diego, CA |
Q1 2025
|
455
|
$770 M
|
| Sowa Financial Group, Inc. |
Lincoln, RI |
Q1 2025
|
29
|
$150 M
|
| Sowell Financial Services LLC |
North Little Rock, AR |
Q1 2025
|
1,007
|
$2.2 B
|
| Sozo Ventures GP II, L.P. |
Redwood City, CA |
Q1 2025
|
1
|
$1.0 M
|
| Sozo Ventures GP I, L.P. |
Redwood City, CA |
Q3 2022
|
1
|
$16 M
|
| Spahn Wealth & Retirement LLC |
Scottsdale, AZ |
Q4 2024
|
31
|
$150 M
|
| Spark Growth Management Partners II, LLC |
Boston, MA |
Q3 2023
|
1
|
$0
|
| Spark Growth Management Partners, LLC |
Boston, MA |
Q1 2021
|
1
|
$590 M
|
| Spark Investment Management LLC |
New York, NY |
Q1 2025
|
18
|
$29 M
|
| Spark Management Partners III (AIV I), LLC |
Boston, MA |
Q3 2016
|
2
|
$10 M
|
| Spark Management Partners II, LLC |
Boston, MA |
Q4 2014
|
1
|
$1.8 M
|
| Sparta 24 Ltd. |
Tirat Hacarmel, Israel |
Q1 2025
|
4
|
$100 M
|
| Spartan Fund Management Inc. |
Toronto, Ontario, Canada |
Q4 2024
|
81
|
$30 M
|
| Spartan Planning & Wealth Management |
Greensboro, NC |
Q1 2025
|
65
|
$100 M
|
| SP Asset Management |
Cupertino, CA |
Q3 2022
|
107
|
$730 M
|
| SP Asset Management LLC |
Cupertino, CA |
Q1 2025
|
120
|
$1.1 B
|
| SPC Financial, Inc. |
Rockville, MD |
Q1 2025
|
261
|
$1.1 B
|
| Spearhead Capital Advisors, LLC |
Wellington, FL |
Q3 2022
|
100
|
$92 M
|
| Spear Holdings RSC Ltd |
Abu Dhabi, United Arab Emirates |
Q1 2025
|
14
|
$1.3 B
|
| SPECTRUM ADVISORY SERVICES INC |
Atlanta, GA |
Q1 2016
|
149
|
$260 M
|
| Spectrum Asset Management, Inc. |
Stamford, CT |
Q1 2025
|
5
|
$55 M
|
| Spectrum Asset Management, Inc. (NB/CA) |
Newport Beach, CA |
Q1 2025
|
93
|
$230 M
|
| Spectrum Equity Management, Inc. |
San Francisco, CA |
Q3 2022
|
2
|
$39 M
|
| Spectrum Financial Alliance Ltd LLC |
Nicholasville, KY |
Q1 2025
|
20
|
$310 M
|
| Spectrum Investment Advisors, Inc. |
Mequon, WI |
Q1 2025
|
25
|
$150 M
|
| Spectrum Management Group, LLC |
Indianapolis, IN |
Q3 2022
|
244
|
$460 M
|
| Spectrum Planning & Advisory Services Inc. |
San Diego, CA |
Q1 2025
|
64
|
$120 M
|
| Spectrum Strategic Capital Management, LLC |
Corvallis, OR |
Q1 2025
|
32
|
$160 M
|
| Spectrum Wealth Advisory Group, LLC |
Granite Bay, CA |
Q1 2025
|
57
|
$210 M
|
| Spectrum Wealth Counsel, LLC |
Indianapolis, IN |
Q1 2025
|
368
|
$830 M
|
| SPEECE THORSON CAPITAL GROUP INC |
Minnetonka, MN |
Q1 2025
|
42
|
$490 M
|
| SPERO-SMITH INVESTMENT ADVISERS INC /OH |
Cleveland, OH |
Q3 2016
|
52
|
$75 M
|
| SPHERA FUNDS MANAGEMENT LTD. |
Tel Aviv, Israel |
Q1 2025
|
116
|
$430 M
|
| Sphera Management Technology Funds Ltd |
Tel Aviv, Israel |
Q1 2025
|
66
|
$150 M
|
| SPHINX TRADING, LP |
Chicago, IL |
Q4 2021
|
152
|
$98 M
|
| Spider Management Company, LLC |
Richmond, VA |
Q1 2025
|
4
|
$230 M
|
| SpiderRock Advisors, LLC |
Chicago, IL |
Q3 2024
|
817
|
$6.3 B
|
| SpiderRock Trading LLC |
Chicago, IL |
Q4 2014
|
1,088
|
$36 M
|
| Spindletop Capital, LLC |
Chappaqua, NY |
Q3 2020
|
3
|
$8.7 M
|
| Spinecap SAS |
Paris, France |
Q4 2023
|
7
|
$53 M
|
| Spinnaker Capital LLC |
Boston, MA |
Q1 2025
|
1
|
$1.1 k
|
| Spinnaker Capital LTD |
London England, United Kingdom |
Q1 2025
|
1
|
$0
|
| Spinnaker Investment Group, LLC |
Newport Beach, CA |
Q1 2025
|
104
|
$440 M
|
| SPINNAKER TRUST |
Portland, ME |
Q1 2025
|
322
|
$1.5 B
|
| SPIREPOINT PRIVATE CLIENT, LLC |
Vero Beach, FL |
Q1 2025
|
214
|
$770 M
|
| Spire Wealth Management |
Mclean, VA |
Q1 2025
|
2,464
|
$3.1 B
|
| SPIRIT OF AMERICA MANAGEMENT CORP/NY |
Syosset, NY |
Q1 2025
|
395
|
$490 M
|
| SPITFIRE CAPITAL LLC |
Mill Valley, CA |
Q3 2019
|
15
|
$77 M
|
| SPO ADVISORY CORP |
San Anselmo, CA |
Q1 2019
|
1
|
$0
|
| Spotlight Asset Group, Inc. |
Oakbrook Terrace, IL |
Q2 2024
|
260
|
$140 M
|
| Spot Trading L.L.C |
Chicago, IL |
Q1 2017
|
2,841
|
$3.0 B
|
| SPOT TRADING L.L.C. |
Chicago, IL |
Q3 2017
|
3,024
|
$5.8 B
|
| Spouting Rock Asset Management, LLC |
Bryn Mawr, PA |
Q4 2023
|
118
|
$270 M
|
| SPQ Asia Capital Ltd |
Hong Kong |
Q3 2017
|
6
|
$38 M
|
| SPRENG CAPITAL MANAGEMENT, INC. |
Bucyrus, OH |
Q1 2025
|
75
|
$220 M
|
| SPRINGBANK VALUE PARTNERS LP |
Hampton Bays, NY |
Q3 2016
|
38
|
$66 M
|
| SPRING CAPITAL MANAGEMENT, LLC |
Amarillo, TX |
Q1 2025
|
50
|
$180 M
|
| SPRING CREEK CAPITAL LLC |
Wichita, KS |
Q3 2023
|
1
|
$0
|
| Spring Creek Investment Management, LLC |
Philadelphia, PA |
Q3 2021
|
10
|
$42 M
|
| Springhill Fund Asset Management (HK) Co Ltd |
Hong Kong |
Q1 2025
|
19
|
$21 M
|
| Springhouse Capital Management, LP |
Westport, CT |
Q3 2023
|
22
|
$55 M
|
| SPRINGOWL ASSOCIATES LLC |
New York, NY |
Q3 2021
|
23
|
$23 M
|
| SPRINGS CAPITAL (HONG KONG) Ltd |
Hong Kong |
Q3 2022
|
13
|
$60 M
|
| SpringVest Wealth Management LLC |
Dallas, TX |
Q1 2025
|
56
|
$120 M
|
| Sprinkle Financial Consultants LLC |
Littleton, CO |
Q1 2025
|
76
|
$160 M
|
| SPROTT INC. |
Toronto, Ontario, Canada |
Q1 2025
|
195
|
$1.8 B
|
| SPRUCEGROVE INVESTMENT MANAGEMENT LTD |
Toronto, Ontario, Canada |
Q1 2025
|
32
|
$930 M
|
| SPRUCE HOUSE INVESTMENT MANAGEMENT LLC |
New York, NY |
Q1 2025
|
9
|
$1.9 B
|
| Spruce House Partnership LLC |
New York, NY |
Q1 2021
|
8
|
$3.5 B
|
| Spruce Investment Advisors LLC |
Stamford, CT |
Q4 2017
|
23
|
$48 M
|
| Spruce Point Capital Management, LLC |
New York, NY |
Q4 2018
|
2
|
$0
|
| SPT Invest Management Sarl |
Contern, Luxembourg |
Q3 2022
|
2
|
$520 M
|
| Spurstone Advisory Services, LLC |
Higganum, CT |
Q1 2025
|
104
|
$5.1 M
|
| SPX Gestao de Recursos Ltda |
Rio De Janeiro, Brazil |
Q1 2025
|
107
|
$780 M
|
| Spyglass Capital Management LLC |
San Francisco, CA |
Q1 2025
|
25
|
$1.5 B
|
| SQ Advisors, LLC |
Naples, FL |
Q2 2019
|
1
|
$0
|
| SQN Investors LP |
Menlo Park, CA |
Q1 2025
|
1
|
$0
|
| SQUADRA INVESTMENTS - GESTAO DE RECURSOS LTDA. |
Rio De Janeiro, Brazil |
Q1 2025
|
3
|
$270 M
|
| SQUARE PEG CAPITAL PTY LTD |
Surry Hills, Nsw, Australia |
Q1 2025
|
10
|
$110 M
|
| Squarepoint Ops LLC |
New York, NY |
Q1 2025
|
4,472
|
$82 B
|
| Square Wave Partners, L.P. |
Brooklyn, NY |
Q1 2025
|
8
|
$93 M
|
| Squar Milner Financial Services LLC |
Irvine, CA |
Q3 2020
|
|
$0
|
| Squire Investment Management Company, LLC |
Orem, UT |
Q1 2025
|
64
|
$240 M
|
| SRB CORP |
Boston, MA |
Q1 2025
|
43
|
$1.5 B
|
| SRH ADVISORS, LLC |
Salina, KS |
Q1 2025
|
269
|
$320 M
|
| SRN Advisors, LLC |
Huntingdon Valley, PA |
Q1 2025
|
99
|
$89 M
|
| SR One Capital Management, LP |
Wayne, PA |
Q1 2025
|
12
|
$390 M
|
| S. R. Schill & Associates |
Mercer Island, WA |
Q1 2025
|
29
|
$130 M
|
| SRS Investment Management, LLC |
New York, NY |
Q1 2025
|
23
|
$7.5 B
|
| SSA SWISS ADVISORS AG |
Zurich, Switzerland |
Q1 2025
|
121
|
$200 M
|
| SS&H Financial Advisors, Inc. |
Troy, MI |
Q1 2025
|
122
|
$270 M
|
| SSI INVESTMENT MANAGEMENT LLC |
Los Angeles, CA |
Q1 2025
|
550
|
$1.3 B
|
| S Squared Technology, LLC |
New York, NY |
Q1 2025
|
33
|
$200 M
|
| STABLEFORD CAPITAL II LLC |
Scottsdale, AZ |
Q1 2025
|
113
|
$240 M
|
| Stablepoint Partners, LLC |
Braintree, MA |
Q1 2025
|
242
|
$550 M
|
| Stack Financial Management, Inc |
Whitefish, MT |
Q1 2025
|
53
|
$1.2 B
|
| StackLine Partners LP |
New York, NY |
Q3 2022
|
11
|
$130 M
|
| Stadion Money Management, LLC |
Watkinsville, GA |
Q1 2025
|
22
|
$1.0 B
|
| STADIUM CAPITAL MANAGEMENT LLC |
New Canaan, CT |
Q1 2025
|
9
|
$110 M
|
| STAGE HARBOR FINANCIAL, LLC |
Westwood, MA |
Q1 2025
|
59
|
$120 M
|
| Stagwell Group LLC |
Miami Beach, FL |
Q3 2024
|
1
|
$910 k
|
| Stairway Partners, LLC |
Chicago, IL |
Q1 2025
|
18
|
$1.6 B
|
| STALEY CAPITAL ADVISERS INC |
Pittsburgh, PA |
Q1 2025
|
190
|
$2.2 B
|
| STAMINA CAPITAL MANAGEMENT LP |
New York, NY |
Q1 2023
|
1
|
$0
|
| Stamos Capital Partners, L.P. |
Menlo Park, CA |
Q1 2025
|
140
|
$380 M
|
| STANCE CAPITAL LLC |
Boston, MA |
Q1 2025
|
77
|
$140 M
|
| STANCORP INVESTMENT ADVISERS INC |
Portland, OR |
Q3 2015
|
1
|
$0
|
| Standard Family Office LLC |
Sioux Falls, SD |
Q1 2025
|
29
|
$76 M
|
| Standard General L.P. |
New York, NY |
Q1 2025
|
3
|
$480 M
|
| Standard Investments LLC |
New York, NY |
Q1 2025
|
13
|
$1.7 B
|
| Standard Life Investments LTD |
Edinburgh, United Kingdom |
Q2 2017
|
546
|
$30 B
|
| STANDARD PACIFIC CAPITAL LLC/CA |
San Francisco, CA |
Q4 2015
|
30
|
$92 M
|
| Standpoint Asset Management, LLC |
Scottsdale, AZ |
Q1 2025
|
8
|
$540 M
|
| Stanford Investment Group, Inc. |
Mountain View, CA |
Q4 2017
|
1
|
$0
|
| STANHOPE INVESTMENTS |
Abu Dhabi, United Arab Emirates |
Q3 2018
|
1
|
$0
|
| Stanich Group LLC |
Montauk, NY |
Q1 2025
|
50
|
$140 M
|
| Stanley Capital Management, LLC |
Houston, TX |
Q1 2025
|
37
|
$250 M
|
| Stanley-Laman Group, Ltd. |
Berwyn, PA |
Q1 2025
|
283
|
$650 M
|
| STANSBERRY ASSET MANAGEMENT, LLC |
Westlake, TX |
Q1 2025
|
128
|
$830 M
|
| STAPP WEALTH MANAGEMENT, PLLC |
Olympia, WA |
Q1 2025
|
25
|
$65 M
|
| Starboard Value LP |
New York, NY |
Q1 2025
|
22
|
$5.5 B
|
| STAR Financial Bank |
Fort Wayne, IN |
Q1 2025
|
119
|
$140 M
|
| Starfire Investment Advisers, Inc. |
Southfield, MI |
Q2 2020
|
157
|
$210 M
|
| Starfox Financial Services, LLC |
The Woodlands, TX |
Q1 2024
|
29
|
$120 M
|
| STAR-Global Equities Fund, LLC |
Summit, NJ |
Q4 2014
|
1
|
$46 k
|
| Starr Indemnity & Liability Co |
New York, NY |
Q1 2025
|
5
|
$210 M
|
| STARR INTERNATIONAL CO INC |
Zug, Switzerland |
Q3 2023
|
3
|
$20 M
|
| Starwood Capital Group Management, L.L.C. |
Miami Beach, FL |
Q1 2025
|
7
|
$170 M
|
| Starwood Real Estate Securities, LLC |
Greenwich, CT |
Q3 2015
|
30
|
$180 M
|
| Stash Investments, LLC |
New York, NY |
Q1 2025
|
5
|
$190 M
|
| STATE BOARD OF ADMINISTRATION OF FLORIDA RETIREMENT SYSTEM |
Tallahassee, FL |
Q1 2025
|
2,169
|
$50 B
|
| STATE FARM MUTUAL AUTOMOBILE INSURANCE CO |
Bloomington, IL |
Q1 2025
|
210
|
$110 B
|
| State Insurance Fund |
New York, NY |
Q1 2025
|
1
|
$190 M
|
| State of Alaska, Department of Revenue |
Juneau, AK |
Q1 2025
|
2,116
|
$8.8 B
|
| STATE OF MICHIGAN RETIREMENT SYSTEM |
East Lansing, MI |
Q1 2025
|
944
|
$17 B
|
| State of New Jersey Common Pension Fund A |
Trenton, NJ |
Q1 2025
|
1
|
$71 M
|
| State of New Jersey Common Pension Fund B |
Trenton, NJ |
Q1 2014
|
4
|
$21 M
|
| State of New Jersey Common Pension Fund D |
Trenton, NJ |
Q1 2025
|
1,499
|
$22 B
|
| State of New Jersey Common Pension Fund E |
Trenton, NJ |
Q1 2025
|
1
|
$330 M
|
| State of Tennessee, Department of Treasury |
Nashville, TN |
Q1 2025
|
1,719
|
$26 B
|
| State of Wisconsin - Board of Commissioners of Public Lands |
Madison, WI |
Q1 2025
|
6
|
$150 M
|
| STATE OF WISCONSIN INVESTMENT BOARD |
Madison, WI |
Q1 2025
|
2,241
|
$39 B
|
| State of Wyoming |
Cheyenne, WY |
Q1 2025
|
1,621
|
$750 M
|
| STATE STREET CORP |
Boston, MA |
Q1 2025
|
4,281
|
$2.4 T
|
| Staton Financial Advisors, LLC |
Charlotte, NC |
Q2 2017
|
43
|
$120 M
|
| S&T Bank/PA |
Indiana, PA |
Q1 2025
|
504
|
$310 M
|
| St. Clair Advisors, LLC |
Mayfield Hts, OH |
Q1 2025
|
81
|
$360 M
|
| STEADFAST ADVISORS LP |
New York, NY |
Q4 2016
|
45
|
$200 M
|
| STEADFAST CAPITAL MANAGEMENT LP |
New York, NY |
Q1 2025
|
56
|
$3.8 B
|
| Steadfast Capital Management (UK) Ltd. |
London, United Kingdom |
Q2 2022
|
1
|
$0
|
| Steadview Capital Management LLC |
London, United Kingdom |
Q1 2025
|
10
|
$460 M
|
| Steamboat Capital Partners, LLC |
Rye, NY |
Q1 2025
|
55
|
$330 M
|
| Steamboat Ventures Asia Manager, L.P. |
Grand Cayman, Cayman Islands |
Q3 2015
|
1
|
$28 M
|
| Steamboat Ventures Manager V, L.P. |
Grand Cayman, Cayman Islands |
Q3 2015
|
1
|
$0
|
| Stearns Financial Services Group |
Greensboro, NC |
Q3 2020
|
211
|
$640 M
|
| SteelBridge Private Wealth Advisors LLC |
Naples, FL |
Q1 2018
|
31
|
$12 M
|
| Steel Canyon Capital, LLC |
Phoenix, AZ |
Q3 2023
|
30
|
$58 M
|
| Steele Capital Management, Inc. |
Dubuque, IA |
Q1 2025
|
79
|
$1.9 B
|
| STEEL GROVE CAPITAL ADVISORS, LLC |
Memphis, TN |
Q1 2025
|
170
|
$660 M
|
| STEELHEAD PARTNERS LLC |
Seattle, WA |
Q1 2025
|
31
|
$1.7 B
|
| STEEL PARTNERS HOLDINGS L.P. |
New York, NY |
Q3 2024
|
9
|
$81 M
|
| SteelPeak Wealth, LLC |
Woodland Hills, CA |
Q1 2025
|
575
|
$2.4 B
|
| Stegent Equity Advisors, Inc. |
Houston, TX |
Q1 2025
|
97
|
$99 M
|
| STEGINSKY CAPITAL LLC |
Port Washington, NY |
Q1 2025
|
7
|
$450 M
|
| Stegner Investment Associates Inc. |
Louisville, KY |
Q1 2025
|
26
|
$140 M
|
| Steigerwald, Gordon & Koch Inc. |
Leesburg, VA |
Q1 2025
|
118
|
$900 M
|
| STEINBERG ASSET MANAGEMENT LLC |
New York, NY |
Q1 2025
|
37
|
$120 M
|
| Steinberg Global Asset Management |
Boca Raton, FL |
Q1 2019
|
255
|
$640 M
|
| Stelac Advisory Services LLC |
New York, NY |
Q1 2025
|
100
|
$240 M
|
| Stellar Capital Management, LLC |
Phoenix, AZ |
Q2 2020
|
75
|
$150 M
|
| STELLIAM INVESTMENT MANAGEMENT, LP |
New York, NY |
Q3 2020
|
1
|
$0
|
| STEMPOINT CAPITAL LP |
New York, NY |
Q1 2025
|
62
|
$310 M
|
| Stenger Family Office, LLC |
Naperville, IL |
Q4 2024
|
92
|
$290 M
|
| Stenham Asset Management Ltd |
Guernsey |
Q1 2025
|
28
|
$250 M
|
| STEPH & CO |
Marinette, WI |
Q1 2025
|
260
|
$280 M
|
| STEPHEN J. GARRY & ASSOCIATES, LLC |
Garden City, NY |
Q1 2025
|
43
|
$110 M
|
| Stephens Consulting, LLC |
Flint, MI |
Q1 2025
|
1,515
|
$400 M
|
| STEPHENS GROUP ASSET MANAGEMENT, LLC |
Little Rock, AR |
Q1 2025
|
32
|
$1.2 B
|
| Stephens Group, LLC |
Little Rock, AR |
Q1 2025
|
3
|
$190 M
|
| STEPHENS INC /AR/ |
Little Rock, AR |
Q1 2025
|
1,236
|
$6.8 B
|
| Stephens Investment Management Group LLC |
Little Rock, AR |
Q1 2025
|
167
|
$6.9 B
|
| Stephenson & Company, Inc. |
San Clemente, CA |
Q1 2025
|
39
|
$150 M
|
| StepStone Group LP |
La Jolla, CA |
Q1 2025
|
16
|
$97 M
|
| Sterling Capital Management LLC |
Charlotte, NC |
Q1 2025
|
3,219
|
$6.4 B
|
| Sterling Financial Group, Inc. |
Pasadena, CA |
Q1 2025
|
63
|
$280 M
|
| Sterling Financial Planning, Inc. |
Sparta, NJ |
Q1 2025
|
109
|
$280 M
|
| Sterling Fund Management LLC |
Chicago, IL |
Q3 2017
|
1
|
$0
|
| Sterling Global Strategies LLC |
Carlsbad, CA |
Q1 2019
|
26
|
$18 M
|
| Sterling Group Wealth Management, LLC |
Pasadena, CA |
Q1 2025
|
59
|
$190 M
|
| STERLING INVESTMENT ADVISORS LLC /ADV |
Bolivar, MO |
Q1 2025
|
35
|
$180 M
|
| Sterling Investment Advisors, Ltd. |
Berwyn, PA |
Q1 2025
|
174
|
$420 M
|
| Sterling Investment Counsel, LLC |
Buffalo, NY |
Q1 2025
|
228
|
$290 M
|
| STERLING INVESTMENT MANAGEMENT, LLC |
Tucson, AZ |
Q1 2025
|
54
|
$140 M
|
| Sterling Investment Partners Management II LLC |
Westport, CT |
Q3 2015
|
2
|
$8.6 M
|
| Sterling Manor Financial, LLC |
Saratoga Springs, NY |
Q1 2025
|
28
|
$140 M
|
| Sterling Ridge Capital Management LP |
New York, NY |
Q2 2016
|
1
|
$0
|
| Sterling Wealth Advisors Inc |
Plantation, FL |
Q1 2025
|
18
|
$130 M
|
| Sterling Wealth Management, Inc. |
Champaign, IL |
Q4 2024
|
108
|
$270 M
|
| STERNE AGEE GROUP, INC. |
Birmingham, AL |
Q1 2015
|
372
|
$680 M
|
| Sterneck Capital Management, LLC |
Kansas City, MO |
Q1 2025
|
100
|
$180 M
|
| Stevard, LLC |
Chicago, IL |
Q4 2024
|
23
|
$27 M
|
| STEVENS CAPITAL MANAGEMENT LP |
Radnor, PA |
Q1 2025
|
228
|
$400 M
|
| STEVENS CAPITAL PARTNERS |
Omaha, NE |
Q1 2025
|
62
|
$210 M
|
| Stevens First Principles Investment Advisors |
Newport Beach, CA |
Q2 2019
|
168
|
$170 M
|
| STEWARD CAPITAL MANAGEMENT/ |
Bloomfield Hills, MI |
Q3 2014
|
30
|
$37 M
|
| Steward Financial Group LLC |
Colleyville, TX |
Q3 2023
|
1,629
|
$310 M
|
| Steward Partners Investment Advisory, LLC |
New York, NY |
Q1 2025
|
4,018
|
$11 B
|
| STEWARD PARTNERS INVESTMENT SOLUTIONS, LLC |
Portland, OR |
Q1 2024
|
271
|
$590 M
|
| Stewardship Advisors, LLC |
Mount Joy, PA |
Q1 2025
|
146
|
$370 M
|
| Stewardship Financial Advisors, LLC |
Stockbridge, GA |
Q1 2021
|
95
|
$290 M
|
| Stewart Asset Management, LLC |
New York, NY |
Q4 2022
|
28
|
$130 M
|
| STEWART & PATTEN CO LLC |
Lafayette, CA |
Q1 2024
|
124
|
$670 M
|
| STEWART WEST INDIES TRADING CO., LTD |
Boulder, CO |
Q1 2018
|
19
|
$1.2 B
|
| STF Management LP |
Frisco, TX |
Q1 2025
|
101
|
$210 M
|
| ST GERMAIN D J CO INC |
Springfield, MA |
Q1 2025
|
812
|
$2.1 B
|
| Stieven Capital Advisors, L.P. |
St. Louis, MO |
Q1 2025
|
45
|
$520 M
|
| STIFEL FINANCIAL CORP |
St. Louis, MO |
Q1 2025
|
9,286
|
$94 B
|
| Stiles Financial Services Inc |
Edina, MN |
Q1 2025
|
170
|
$260 M
|
| Stillwater Capital Advisors, LLC |
Devon, PA |
Q1 2025
|
69
|
$720 M
|
| Stillwater Investment Management, LLC |
Stillwater, MN |
Q1 2023
|
82
|
$370 M
|
| Stillwater Investment Management, L.P. |
Palo Alto, CA |
Q3 2017
|
16
|
$230 M
|
| Stillwater LLC |
Greenwich, CT |
Q1 2025
|
1
|
$0
|
| Stillwater Wealth Management Group |
Juno Beach, FL |
Q1 2025
|
69
|
$120 M
|
| STILWELL JOSEPH |
New York, NY |
Q4 2014
|
73
|
$170 M
|
| STILWELL VALUE LLC |
New York, NY |
Q1 2025
|
30
|
$190 M
|
| St. James Investment Advisors, LLC |
Port Jefferson, NY |
Q4 2022
|
103
|
$55 M
|
| St. James Investment Company, LLC |
Southlake, TX |
Q1 2025
|
29
|
$600 M
|
| St. Johns Investment Management Company, LLC |
Jacksonville, FL |
Q1 2025
|
198
|
$200 M
|
| St. Louis Financial Planners Asset Management, LLC |
Chesterfield, MO |
Q1 2025
|
26
|
$130 M
|
| St. Louis Trust Co |
Saint Louis, MO |
Q1 2025
|
185
|
$690 M
|
| ST. NICHOLAS PRIVATE ASSET MANAGEMENT, INC |
Jacksonville, FL |
Q1 2025
|
38
|
$110 M
|
| Stockbridge Partners LLC |
Boston, MA |
Q1 2025
|
12
|
$4.5 B
|
| Stockman Wealth Management, Inc. |
Billings, MT |
Q1 2025
|
166
|
$680 M
|
| STOCK YARDS BANK & TRUST CO |
Louisville, KY |
Q1 2025
|
662
|
$2.8 B
|
| Stokes Capital Advisors, LLC |
Greenwood, SC |
Q1 2025
|
73
|
$390 M
|
| Stokes Family Office, LLC |
New Orleans, LA |
Q1 2025
|
234
|
$890 M
|
| Stokes & Hubbell Capital Management, LLC |
New Orleans, LA |
Q1 2019
|
134
|
$480 M
|
| Stolper Co |
Tulsa, OK |
Q1 2025
|
87
|
$300 k
|
| Stone Asset Management Inc. |
Austin, TX |
Q1 2023
|
35
|
$63 M
|
| STONEBRIDGE ADVISORS LLC |
Wilton, CT |
Q1 2025
|
3
|
$150 M
|
| Stonebridge Capital Advisors LLC |
St Paul, MN |
Q1 2025
|
210
|
$1.2 B
|
| STONEBRIDGE CAPITAL MANAGEMENT INC |
Los Angeles, CA |
Q1 2025
|
90
|
$230 M
|
| Stonebridge Financial Group, LLC |
Wormleysburg, PA |
Q1 2025
|
1,005
|
$940 M
|
| Stonebridge Financial Planning Group, LLC |
Orlando, FL |
Q1 2025
|
161
|
$220 M
|
| Stonebrook Private Inc. |
Northville, MI |
Q1 2025
|
188
|
$380 M
|
| StoneCrest Wealth Management, Inc. |
Chandler, AZ |
Q1 2025
|
66
|
$160 M
|
| Stonegate Investment Group, LLC |
Birmingham, AL |
Q1 2025
|
407
|
$3.7 B
|
| Stonegate Management LLC |
Lake Forest, IL |
Q1 2025
|
1
|
$0
|
| Stonehage Fleming Financial Services Holdings Ltd |
St. Helier, Jersey |
Q1 2025
|
237
|
$2.8 B
|
| Stonehage Fleming (UK) Ltd |
London, United Kingdom |
Q4 2015
|
245
|
$220 M
|
| Stone Harbor Investment Partners LP |
New York, NY |
Q3 2019
|
2
|
$1.0 k
|
| STONEHAVEN WEALTH & TAX SOLUTIONS, LLC |
Appleton, WI |
Q1 2025
|
72
|
$95 M
|
| Stonehearth Capital Management, LLC |
Danvers, MA |
Q1 2025
|
87
|
$240 M
|
| STONEHILL CAPITAL MANAGEMENT LLC |
New York, NY |
Q1 2025
|
12
|
$330 M
|
| Stone House Capital Management, LLC |
Bay Harbor Islands, FL |
Q1 2025
|
3
|
$120 M
|
| Stone House Investment Management, LLC |
Tunkhannock, PA |
Q1 2025
|
437
|
$490 M
|
| Stonekeep Investments, LLC |
Sante Fe, NM |
Q1 2025
|
60
|
$140 M
|
| Stone Milliner Asset Management AG |
Pfaeffikon, Sz, Switzerland |
Q4 2017
|
1
|
$0
|
| Stone Milliner Asset Management, LLP |
London, United Kingdom |
Q4 2017
|
1
|
$0
|
| Stonepeak GP Investors Holdings Manager LLC |
New York, NY |
Q1 2025
|
1
|
$0
|
| Stonepeak GP Investors Manager LLC |
New York, NY |
Q3 2017
|
2
|
$21 M
|
| Stonepine Capital Management, LLC |
Bend, OR |
Q1 2025
|
66
|
$100 M
|
| STONE POINT CAPITAL LLC |
Greenwich, CT |
Q1 2025
|
3
|
$770 M
|
| Stone Ridge Asset Management LLC |
New York, NY |
Q3 2022
|
1
|
$0
|
| Stone Ridge Holdings Group LP |
New York, NY |
Q4 2024
|
33
|
$92 M
|
| STONERIDGE INVESTMENT PARTNERS LLC |
Radnor, PA |
Q1 2025
|
115
|
$120 M
|
| Stonerise Capital Management, LLC |
San Francisco, CA |
Q1 2018
|
10
|
$63 M
|
| STONE RUN CAPITAL, LLC |
New York, NY |
Q1 2025
|
66
|
$240 M
|
| Stone Summit Wealth LLC |
Miami, FL |
Q1 2025
|
140
|
$300 M
|
| Stone Toro Investment Advisers, LP |
Princeton, NJ |
Q1 2015
|
36
|
$9.9 M
|
| StoneX Group Inc. |
New York, NY |
Q1 2025
|
515
|
$1.6 B
|
| STONNINGTON GROUP, LLC |
Pasadena, CA |
Q1 2023
|
234
|
$380 M
|
| Stony Point Capital LLC |
New York, NY |
Q1 2025
|
48
|
$970 M
|
| Stordahl Capital Management, Inc. |
Greenwood Village, CO |
Q1 2025
|
57
|
$420 M
|
| Stormborn Capital Management, LLC |
Greenwich, CT |
Q4 2022
|
27
|
$260 M
|
| Storm King Capital Partners, LLC |
New York, NY |
Q3 2023
|
1
|
$0
|
| STRAIGHTLINE GROUP LLC |
Troy, MI |
Q1 2025
|
13
|
$150 M
|
| Straight Path Wealth Management |
Jenison, MI |
Q1 2025
|
109
|
$250 M
|
| Strait & Sound Wealth Management LLC |
San Francisco, CA |
Q1 2025
|
149
|
$220 M
|
| STRALEM & CO INC |
New York, NY |
Q2 2020
|
118
|
$160 M
|
| Strata Wealth Advisors, LLC |
Dallas, TX |
Q1 2025
|
69
|
$320 M
|
| Strategent Financial, LLC |
Harrisonburg, VA |
Q1 2025
|
33
|
$110 M
|
| Strategic Advisors LLC |
New York, NY |
Q1 2025
|
187
|
$520 M
|
| Strategic Advocates LLC |
Logan, UT |
Q1 2025
|
113
|
$290 M
|
| Strategic Asset Management, LLC |
Rochester, MN |
Q3 2022
|
613
|
$58 M
|
| Strategic Blueprint, LLC |
Atlanta, GA |
Q1 2025
|
670
|
$1.8 B
|
| STRATEGIC CAPITAL ADVISERS, INC. |
Denver, CO |
Q2 2022
|
59
|
$120 M
|
| Strategic Capital Alternatives LLC |
Gig Harbor, X1 |
Q1 2016
|
18
|
$6.3 M
|
| Strategic Capital Group LLC |
Gig Harbor, WA |
Q2 2014
|
263
|
$320 M
|
| Strategic Equity Management |
Tucson, AZ |
Q1 2025
|
59
|
$240 M
|
| Strategic Family Wealth Counselors, L.L.C. |
Fairfield, NJ |
Q1 2025
|
138
|
$310 M
|
| Strategic Financial Concepts, LLC |
San Antonio, TX |
Q1 2025
|
336
|
$530 M
|
| Strategic Financial Partners, Ltd. |
Bend, OR |
Q1 2025
|
71
|
$190 M
|
| Strategic Financial Planning, Inc. |
Plano, TX |
Q1 2025
|
35
|
$150 M
|
| Strategic Financial Services, Inc. |
Utica, NY |
Q1 2025
|
133
|
$1.7 B
|
| Strategic Global Advisors, LLC |
Newport Beach, CA |
Q1 2025
|
137
|
$510 M
|
| Strategic Income Management, LLC |
Seattle, WA |
Q3 2023
|
14
|
$52 M
|
| Strategic Investment Advisors / MI |
Farmington Hills, MI |
Q1 2025
|
236
|
$940 M
|
| STRATEGIC INVESTMENT MANAGEMENT, LLC |
Arlington, VA |
Q1 2025
|
21
|
$250 M
|
| Strategic Investment Opportunities LLC |
Denver, CO |
Q3 2022
|
2
|
$3.8 M
|
| Strategic Investment Solutions, Inc. /IL |
Orland Park, IL |
Q1 2025
|
7,965
|
$340 M
|
| STRATEGIC PLANNING GROUP, LLC |
Bountiful, UT |
Q1 2025
|
79
|
$510 M
|
| Strategic Point Investment Advisors, LLC |
Providence, RI |
Q1 2025
|
35
|
$600 M
|
| STRATEGIC VALUE BANK PARTNERS LLC |
Cleveland, OH |
Q1 2025
|
13
|
$160 M
|
| Strategic Value Partners, LLC |
Greenwich, CT |
Q1 2025
|
2
|
$1.3 B
|
| Strategic Vision Investment Ltd |
Hong Kong |
Q3 2024
|
1
|
$0
|
| Strategic Wealth Advisors Group, LLC |
Sacramento, CA |
Q3 2022
|
555
|
$2.3 B
|
| Strategic Wealth Investment Group, LLC |
Louisville, KY |
Q1 2025
|
47
|
$57 M
|
| Strategic Wealth Management Group, LLC |
Fulton, MD |
Q2 2021
|
122
|
$270 M
|
| STRATEGIC WEALTH MANAGEMENT INC |
Kirkland, WA |
Q4 2021
|
75
|
$200 M
|
| Strategic Wealth Partners Group, LLC |
Deerfield, IL |
Q1 2024
|
70
|
$910 M
|
| Strategic Wealth Partners, Ltd. |
Independence, OH |
Q4 2024
|
315
|
$1.2 B
|
| Strategies Wealth Advisors, LLC |
Grand Rapids, MI |
Q1 2025
|
176
|
$820 M
|
| StrategIQ Financial Group, LLC |
Merrillville, IN |
Q4 2023
|
317
|
$890 M
|
| STRATEGY ASSET MANAGERS LLC |
Pasadena, CA |
Q1 2025
|
242
|
$490 M
|
| Strategy Capital LLC |
Los Altos, CA |
Q1 2025
|
10
|
$1.0 B
|
| Stratford Consulting, LLC |
Addison, TX |
Q1 2020
|
90
|
$220 M
|
| Strathmore Capital Advisors, Inc. |
Charlotte, NC |
Q4 2024
|
37
|
$140 M
|
| StratiFi, LLC |
San Francisco, CA |
Q1 2018
|
2
|
$1.6 M
|
| Stratos Investment Management, LLC |
Beachwood, OH |
Q1 2025
|
316
|
$1.9 B
|
| Stratos Wealth Advisors, LLC |
Beachwood, OH |
Q1 2025
|
663
|
$1.8 B
|
| Stratos Wealth Partners, LTD. |
Beachwood, OH |
Q1 2025
|
1,361
|
$6.6 B
|
| STRATTON MANAGEMENT CO |
King Of Prussia, PA |
Q4 2015
|
215
|
$820 M
|
| Strengthening Families & Communities, LLC |
Boston, MA |
Q1 2025
|
438
|
$160 M
|
| Strid Group, LLC |
Newtown Square, PA |
Q1 2025
|
62
|
$640 M
|
| STRINGER ASSET MANAGEMENT, LLC |
Memphis, TN |
Q3 2022
|
26
|
$64 M
|
| Strive Asset Management, LLC |
Dallas, TX |
Q1 2025
|
116
|
$140 M
|
| StrongBox Wealth, LLC |
Lee's Summit, MO |
Q1 2025
|
88
|
$240 M
|
| Strong Tower Advisory Services |
Minneapolis, MN |
Q1 2025
|
97
|
$410 M
|
| STRS OHIO |
Columbus, OH |
Q3 2024
|
1,959
|
$26 B
|
| STRYCKER VIEW CAPITAL LLC |
New York, NY |
Q4 2021
|
1
|
$0
|
| Stuart Chaussee & Associates, Inc. |
Beverly Hills, CA |
Q1 2025
|
186
|
$400 M
|
| STUDIO INVESTMENT MANAGEMENT LLC |
Chicago, IL |
Q1 2025
|
320
|
$480 M
|
| Stumpf Capital Management LLC |
Scottsdale, AZ |
Q3 2020
|
26
|
$54 M
|
| Sturgeon Ventures LLP |
London, United Kingdom |
Q3 2023
|
43
|
$76 M
|
| Stux Capital Management, LLC |
New York, NY |
Q2 2014
|
444
|
$770 M
|
| STUYVESANT CAPITAL MANAGEMENT |
Armonk, NY |
Q4 2018
|
32
|
$41 M
|
| Styrax Capital, LP |
New York, NY |
Q1 2025
|
9
|
$1.1 B
|
| Successful Portfolios LLC |
Clearwater, FL |
Q1 2025
|
158
|
$150 M
|
| SUFFOLK CAPITAL MANAGEMENT LLC |
New York, NY |
Q4 2018
|
124
|
$520 M
|
| Sugarloaf Wealth Management, LLC |
Duluth, GA |
Q4 2024
|
686
|
$530 M
|
| Sugar Maple Asset Management, LLC |
Sister Bay, WI |
Q1 2025
|
66
|
$130 M
|
| Sullivan, Bruyette, Speros & Blaney, LLC |
Mclean, VA |
Q1 2021
|
416
|
$2.3 B
|
| Sulzberger Capital Advisors, Inc. |
Miami, FL |
Q1 2025
|
48
|
$76 M
|
| SUMIT CAPITAL, LLC |
New York, NY |
Q4 2015
|
1
|
$0
|
| SUMITOMO LIFE INSURANCE CO |
Tokyo, Japan |
Q1 2025
|
272
|
$2.8 B
|
| Sumitomo Mitsui DS Asset Management Company, Ltd |
Tokyo, Japan |
Q1 2025
|
771
|
$9.8 B
|
| SUMITOMO MITSUI FINANCIAL GROUP, INC. |
Tokyo, Japan |
Q1 2025
|
194
|
$5.5 B
|
| Sumitomo Mitsui Trust Group, Inc. |
Chiyoda Ku, Tokyo, Japan |
Q1 2025
|
1,031
|
$140 B
|
| Summa Corp. |
Tomball, TX |
Q1 2025
|
65
|
$170 M
|
| SummerHaven Investment Management, LLC |
Stamford, CT |
Q1 2025
|
195
|
$140 M
|
| Summerhill Capital Management lnc. |
Toronto, Ontario, Canada |
Q1 2025
|
21
|
$75 M
|
| Summer Road LLC |
West Palm Beach, FL |
Q1 2025
|
25
|
$100 M
|
| Summit Asset Management, LLC |
Memphis, TN |
Q1 2025
|
166
|
$580 M
|
| SUMMIT CAPITAL MANAGEMENT LLC |
Seattle, WA |
Q1 2016
|
63
|
$220 M
|
| Summit Creek Advisors LLC |
Minneapolis, MN |
Q1 2025
|
69
|
$680 M
|
| Summit Equities Inc |
Parsippany, NJ |
Q3 2018
|
40
|
$600 M
|
| Summit Financial Consulting LLC |
Sterling Heights, MI |
Q1 2025
|
42
|
$110 M
|
| Summit Financial Group, Inc. |
Moorefield, WV |
Q1 2024
|
258
|
$280 M
|
| Summit Financial, LLC |
Parsippany, NJ |
Q1 2025
|
706
|
$3.6 B
|
| Summit Financial Strategies, Inc. |
Columbus, OH |
Q1 2025
|
149
|
$990 M
|
| Summit Financial Wealth Advisors, LLC |
Lafayette, LA |
Q1 2025
|
151
|
$500 M
|
| Summit Global Investments |
Bountiful, UT |
Q1 2025
|
426
|
$1.4 M
|
| Summit Global Management, Inc. |
San Diego, CA |
Q3 2014
|
24
|
$42 M
|
| SUMMIT INVESTMENT ADVISORS, INC. |
Hunt Valley, MD |
Q1 2025
|
55
|
$110 M
|
| Summit Investment Advisory Services, LLC |
Roseville, MN |
Q1 2025
|
68
|
$200 M
|
| SUMMIT PARTNERS L P |
Boston, MA |
Q1 2025
|
9
|
$1.6 B
|
| SUMMIT PARTNERS PUBLIC ASSET MANAGEMENT, LLC |
Boston, MA |
Q1 2025
|
142
|
$3.9 B
|
| Summit Place Financial Advisors, LLC |
Summit, NJ |
Q1 2025
|
92
|
$180 M
|
| Summit Rock Advisors, LP |
New York, NY |
Q1 2025
|
2
|
$140 M
|
| SUMMITRY LLC |
Foster City, CA |
Q1 2025
|
144
|
$2.0 B
|
| SUMMIT SECURITIES GROUP LLC |
New York, NY |
Q1 2025
|
764
|
$640 M
|
| Summit Street Capital Management, LLC |
New York, NY |
Q1 2025
|
30
|
$260 M
|
| Summit Trail Advisors, LLC |
New York, NY |
Q1 2025
|
423
|
$3.0 B
|
| SummitTX Capital, L.P. |
Fort Worth, TX |
Q1 2025
|
771
|
$2.3 B
|
| SUMMITVIEW INVESTMENT MANAGEMENT |
Grand Cayman, Cayman Islands |
Q3 2017
|
3
|
$6.2 M
|
| Summit Wealth Group, LLC |
White River Junction, VT |
Q1 2025
|
100
|
$340 M
|
| Summit Wealth Partners, LLC |
Orlando, FL |
Q1 2025
|
208
|
$490 M
|
| SUMMIT WEALTH & RETIREMENT PLANNING, INC. |
San Ramon, CA |
Q1 2025
|
78
|
$330 M
|
| Summit X, LLC |
Chesterfield, MO |
Q1 2025
|
240
|
$480 M
|
| SUMWAY DEVELOPMENT LTD. |
Shanghai, China |
Q3 2018
|
12
|
$0
|
| Sunbeam Capital Management, LLC |
Atlanta, GA |
Q1 2025
|
79
|
$110 M
|
| Sunbelt Securities, Inc. |
Houston, TX |
Q1 2025
|
1,795
|
$1.1 B
|
| Sunburst Financial Group, LLC |
Vestavia Hills, AL |
Q1 2025
|
111
|
$410 M
|
| Suncoast Equity Management |
Tampa, FL |
Q1 2025
|
82
|
$880 M
|
| Sunesis Advisors, LLC |
Overland Park, KS |
Q1 2025
|
44
|
$180 M
|
| Sunflower Bank, N.A. |
Dallas, TX |
Q1 2025
|
188
|
$360 M
|
| SUNFLOWER BANK, NA WEALTH MANAGEMENT |
Scottsdale, AZ |
Q3 2020
|
172
|
$300 M
|
| SUN LIFE FINANCIAL INC |
Toronto, Ontario, Canada |
Q1 2025
|
36
|
$1.6 B
|
| Sunnymeath Asset Management, Inc. |
Red Bank, NJ |
Q4 2016
|
151
|
$71 M
|
| Sunpointe, LLC |
St. Louis, MO |
Q1 2025
|
186
|
$190 M
|
| Sunriver Management LLC |
Greenwich, CT |
Q1 2025
|
22
|
$810 M
|
| SUNTRUST BANKS INC |
Atlanta, GA |
Q3 2019
|
2,991
|
$19 B
|
| SunTx Capital Management Corp. |
Dallas, TX |
Q1 2022
|
2
|
$21 M
|
| SUN VALLEY GOLD LLC |
Sun Valley, ID |
Q3 2024
|
3
|
$63 M
|
| SUPERSTRING CAPITAL MANAGEMENT LP |
New York, NY |
Q1 2025
|
34
|
$84 M
|
| Supplemental Annuity Collective Trust of NJ |
Trenton, NJ |
Q1 2025
|
209
|
$320 M
|
| Surevest, LLC |
Los Angeles, CA |
Q3 2022
|
528
|
$370 M
|
| SUREVIEW CAPITAL LLC |
Greenwich, CT |
Q2 2014
|
1
|
$0
|
| SurgoCap Partners LP |
New York, NY |
Q1 2025
|
12
|
$2.0 B
|
| SURIENCE PRIVATE WEALTH LLC |
Yakima, WA |
Q1 2025
|
28
|
$58 M
|
| Susa Fund Management LLP |
London, United Kingdom |
Q3 2015
|
1
|
$0
|
| SUSQUEHANNA ADVISORS GROUP, INC. |
Bala Cynwyd, PA |
Q1 2025
|
100
|
$2.4 B
|
| Susquehanna Capital Management, LLC |
Wilmington, DE |
Q1 2025
|
2
|
$180 M
|
| SUSQUEHANNA FINANCIAL GROUP, LLLP |
Bala Cynwyd, PA |
Q4 2024
|
2
|
$11 M
|
| Susquehanna Foundation |
Bala Cynwyd, PA |
Q3 2024
|
4
|
$330 M
|
| SUSQUEHANNA FUNDAMENTAL INVESTMENTS, LLC |
Bala Cynwyd, PA |
Q1 2025
|
1,055
|
$7.2 B
|
| SUSQUEHANNA INTERNATIONAL GROUP, LLP |
Bala Cynwyd, PA |
Q1 2025
|
14,161
|
$590 B
|
| Susquehanna International Group Ltd. |
Dublin, Ireland |
Q3 2024
|
108
|
$470 M
|
| Susquehanna International Securities, Ltd. |
Dublin, Ireland |
Q3 2024
|
50
|
$420 M
|
| Susquehanna Portfolio Strategies, LLC |
Bala Cynwyd, PA |
Q1 2025
|
160
|
$230 M
|
| Susquehanna Trust & Investment Co |
Lititz, PA |
Q2 2015
|
210
|
$460 M
|
| Sustainable Growth Advisers, LP |
Stamford, CT |
Q1 2025
|
100
|
$18 B
|
| Sustainable Insight Capital Management, LLC |
New York, NY |
Q1 2025
|
66
|
$200 M
|
| SUTTON PLACE INVESTORS LLC |
Katonah, NY |
Q1 2025
|
106
|
$150 M
|
| Sutton Square Management L.P. |
New York, NY |
Q3 2018
|
1
|
$0
|
| Sutton Wealth Advisors Inc. |
Tampa, FL |
Q3 2023
|
865
|
$200 M
|
| SUVRETTA CAPITAL MANAGEMENT, LLC |
New York, NY |
Q1 2025
|
100
|
$2.7 B
|
| SVA Wealth Management, LLC |
Madison, WI |
Q4 2020
|
229
|
$1.1 B
|
| SVB FINANCIAL GROUP |
Dallas, TX |
Q1 2025
|
1
|
$0
|
| SVB Investment Services Inc. |
Salt Lake City, UT |
Q1 2022
|
42
|
$160 M
|
| SVB WEALTH LLC |
Boston, MA |
Q1 2025
|
2,531
|
$2.4 B
|
| Svennilson Peter |
San Francisco, CA |
Q3 2020
|
11
|
$1.2 B
|
| Svenska Handelsbanken AB (publ) |
Stockholm, Sweden |
Q1 2025
|
7
|
$100 M
|
| SVF Sponsor III (DE) LLC |
Menlo Park, CA |
Q1 2025
|
1
|
$180 M
|
| SV Health Investors, LLC |
Boston, MA |
Q3 2022
|
4
|
$32 M
|
| Swaine & Leidel Wealth Services, LLC |
Sebring, FL |
Q1 2022
|
60
|
$130 M
|
| SWAN Capital LLC |
Pensacola, FL |
Q1 2025
|
384
|
$220 M
|
| Swan Global Investments, LLC |
Durango, CO |
Q1 2025
|
69
|
$3.4 B
|
| SWaN & Legend Advisors, LLC |
Leesburg, VA |
Q3 2024
|
2
|
$840 k
|
| SWARTHMORE GROUP INC |
Philadelphia, PA |
Q2 2022
|
47
|
$250 M
|
| Swedbank |
Stockholm, Sweden |
Q4 2020
|
205
|
$34 B
|
| Swedbank AB |
Stockholm, Sweden |
Q4 2024
|
897
|
$81 B
|
| SWEENEY & MICHEL, LLC |
Chico, CA |
Q1 2025
|
119
|
$230 M
|
| Sweet Financial Partners, LLC |
Fairmont, MN |
Q3 2024
|
198
|
$460 M
|
| Swift Run Capital Management, LLC |
Charlottesville, VA |
Q4 2020
|
44
|
$52 M
|
| SW Investment Management LLC |
Telluride, CO |
Q1 2025
|
8
|
$320 M
|
| Swisher Financial Concepts, Inc. |
Westerville, OH |
Q1 2025
|
80
|
$120 M
|
| Swiss National Bank |
Zurich, Switzerland |
Q1 2025
|
2,397
|
$140 B
|
| swisspartners Advisors Ltd |
Zurich, Switzerland |
Q1 2025
|
23
|
$95 M
|
| swisspartners Ltd. |
Vaduz, Liechtenstein |
Q4 2022
|
73
|
$78 M
|
| SWISS REINSURANCE CO LTD |
Zurich, Switzerland |
Q2 2014
|
9
|
$660 M
|
| SWISS RE LTD |
Zurich, Switzerland |
Q3 2024
|
1
|
$2.0 M
|
| SwitchPoint Financial Planning, LLC |
Lehi, UT |
Q1 2025
|
63
|
$110 M
|
| SWM Advisors |
St. Petersburg, FL |
Q3 2022
|
24
|
$110 M
|
| SWMG, LLC |
Fort Worth, TX |
Q1 2025
|
111
|
$250 M
|
| SWP FINANCIAL LLC |
San Diego, CA |
Q1 2025
|
63
|
$160 M
|
| SWS Partners |
Columbus, OH |
Q1 2025
|
109
|
$300 M
|
| Sycale Advisors (NY) LLC |
New York, NY |
Q1 2025
|
23
|
$360 M
|
| SYCAMORE PARTNERS MANAGEMENT, L.P. |
New York, NY |
Q1 2025
|
1
|
$410 M
|
| SYCOMORE ASSET MANAGEMENT |
Paris, France |
Q1 2025
|
74
|
$700 M
|
| SYKON CAPITAL LLC |
Harrison, NY |
Q1 2025
|
63
|
$260 M
|
| SYLEBRA CAPITAL LLC |
Palo Alto, CA |
Q1 2025
|
24
|
$2.0 B
|
| Sylebra Capital Ltd |
Hong Kong |
Q3 2023
|
20
|
$1.9 B
|
| Sylvest Advisors, LLC |
Dallas, TX |
Q1 2025
|
71
|
$160 M
|
| Symetra Investment Management Co |
Farmington, CT |
Q1 2025
|
5
|
$410 M
|
| Symetra Life Insurance co |
Bellevue, WA |
Q4 2019
|
1
|
$510 k
|
| SYM FINANCIAL Corp |
Winona Lake, IN |
Q1 2025
|
352
|
$810 M
|
| Symmetry Investments LP |
St Helier, Jersey |
Q1 2025
|
188
|
$1.4 B
|
| Symmetry Partners, LLC |
Glastonbury, CT |
Q1 2025
|
194
|
$720 M
|
| SYMMETRY PEAK MANAGEMENT LLC |
Radnor, PA |
Q1 2025
|
27
|
$87 M
|
| SYMONS CAPITAL MANAGEMENT INC |
Pittsburgh, PA |
Q3 2021
|
71
|
$160 M
|
| SYMPHONY ASSET MANAGEMENT LLC |
San Francisco, CA |
Q2 2020
|
41
|
$310 M
|
| Symphony Financial, Ltd. Co. |
Houston, TX |
Q1 2025
|
90
|
$170 M
|
| Symphony Financial Services, Inc. |
Akron, OH |
Q1 2025
|
86
|
$150 M
|
| SYMPHONY TECHNOLOGY GROUP, L.L.C. |
Palo Alto, CA |
Q3 2016
|
1
|
$0
|
| Syncona Portfolio Ltd |
St Peter Port, Guernsey, United Kingdom |
Q1 2025
|
2
|
$26 M
|
| Synergy Asset Management, LLC |
Vancouver, WA |
Q1 2025
|
171
|
$790 M
|
| Synergy Financial Group, LTD |
San Ramon, CA |
Q1 2025
|
108
|
$110 M
|
| Synergy Investment Management, LLC |
Altamonte Springs, FL |
Q1 2025
|
600
|
$240 M
|
| SYNOVUS FINANCIAL CORP |
Columbus, GA |
Q1 2025
|
1,484
|
$7.7 B
|
| Syntal Capital Partners, LLC |
Midland, TX |
Q1 2024
|
18
|
$10 M
|
| SYNTAX ADVISORS, LLC |
New York, NY |
Q3 2023
|
195
|
$110 M
|
| SYNTAX RESEARCH, INC. |
Boca Raton, FL |
Q1 2025
|
190
|
$140 M
|
| Syntegra Private Wealth Group, LLC |
Chesterfield, MO |
Q1 2025
|
161
|
$850 M
|
| Syntrinsic LLC |
Denver, CO |
Q3 2024
|
79
|
$300 M
|
| SYON CAPITAL LLC |
San Francisco, CA |
Q1 2025
|
582
|
$1.2 B
|
| SYQUANT CAPITAL SAS |
Paris, France |
Q1 2025
|
14
|
$140 M
|
| Systelligence, LLC |
Bloomington, MN |
Q1 2025
|
46
|
$420 M
|
| Systematic Alpha Investments, LLC |
Princeton, NJ |
Q1 2025
|
222
|
$2.6 B
|
| SYSTEMATIC FINANCIAL MANAGEMENT LP |
Teaneck, NJ |
Q1 2025
|
397
|
$3.5 B
|
| Systematic Portfolios LLC |
New York, NY |
Q4 2024
|
1
|
$0
|
| System Two Advisors |
Summit, NJ |
Q1 2016
|
1
|
$23 k
|
| SYSTM Wealth Solutions LLC |
Chicago, IL |
Q3 2024
|
93
|
$3.3 M
|
| Systrade AG |
Vaduz, Liechtenstein |
Q1 2025
|
13
|
$72 M
|
| Syverson Strege & Co |
West Des Moines, IA |
Q1 2025
|
79
|
$310 M
|