| T2 Partners Management, LP |
New York, NY |
Q3 2015
|
16
|
$50 M
|
| Taal Capital Management LP |
Boston, MA |
Q2 2021
|
34
|
$120 M
|
| TA Associates, L.P. |
Boston, MA |
Q3 2024
|
1
|
$0
|
| TABLEAUX LLC |
Stockbridge, MA |
Q1 2025
|
93
|
$140 M
|
| Tabor Asset Management, LP |
New York, NY |
Q1 2025
|
38
|
$120 M
|
| TABR Capital Management, LLC |
Orange, CA |
Q1 2025
|
30
|
$96 M
|
| Tacita Capital Inc |
Toronto, Ontario, Canada |
Q1 2025
|
208
|
$140 M
|
| Taconic Capital Advisors LP |
New York, NY |
Q1 2025
|
55
|
$420 M
|
| Tactical Allocation Group LLC |
Birmingham, MI |
Q2 2016
|
21
|
$63 M
|
| Tactive Advisors, LLC |
Jacksonville, FL |
Q1 2024
|
126
|
$190 M
|
| TAGStone Capital, Inc. |
Charlotte, NC |
Q1 2025
|
97
|
$200 M
|
| Tahithromos, L.L.C. |
New York, NY |
Q1 2018
|
15
|
$72 M
|
| Taika Capital, LP |
Sunny Isles Beach, FL |
Q1 2025
|
1
|
$0
|
| Taikang Asset Management Co., Ltd. |
Beijing, China |
Q3 2020
|
1
|
$0
|
| Taikang Asset Management (Hong Kong) Co Ltd |
Hong Kong |
Q1 2025
|
102
|
$730 M
|
| Tairen Capital Ltd |
Hong Kong |
Q1 2025
|
88
|
$1.5 B
|
| TAIYO LIFE INSURANCE CO |
Chuo Ku, Tokyo, Japan |
Q1 2025
|
11
|
$1.1 B
|
| TAKEDA PHARMACEUTICAL CO LTD |
Tokyo, Japan |
Q1 2025
|
12
|
$16 M
|
| Talara Capital Management, LLC |
Montclair, NJ |
Q3 2018
|
17
|
$190 M
|
| Talaria Asset Management Pty Ltd |
Melbourne, Australia |
Q1 2025
|
8
|
$380 M
|
| Talbot Financial, LLC |
Bellevue, WA |
Q1 2025
|
63
|
$800 M
|
| Talisman Wealth Advisors LLC |
Mountainside, NJ |
Q1 2025
|
104
|
$97 M
|
| Talkot Capital, LLC |
Sausalito, CA |
Q3 2016
|
17
|
$74 M
|
| Tallon Kerry Patrick |
Pittsford, NY |
Q4 2024
|
1
|
$0
|
| Talon Private Wealth, LLC |
The Villages, FL |
Q1 2025
|
235
|
$750 M
|
| Talos Asset Management LP |
New York, NY |
Q1 2025
|
16
|
$240 M
|
| Tamarack Advisers, LP |
Carlsbad, CA |
Q4 2023
|
1
|
$2.1 M
|
| Tamarack Capital Management, LLC |
Carlsbad, CA |
Q4 2015
|
1
|
$0
|
| Tamar Securities, LLC |
Woodland Hills, CA |
Q1 2025
|
84
|
$740 M
|
| TAM Capital Management Inc. |
Stamford, CT |
Q1 2025
|
3
|
$120 M
|
| TAMRO Capital Partners LLC |
Alexandria, VA |
Q4 2015
|
55
|
$370 M
|
| Tanager Wealth Management LLP |
Goring On Thames, United Kingdom |
Q1 2025
|
116
|
$770 M
|
| TANAKA CAPITAL MANAGEMENT INC |
New York, NY |
Q1 2025
|
42
|
$42 M
|
| TANDEM CAPITAL MANAGEMENT CORP /ADV |
Woodcliff Lake, NJ |
Q1 2025
|
113
|
$180 M
|
| Tandem Financial, LLC |
Greenwood Village, CO |
Q1 2025
|
50
|
$92 M
|
| Tandem Investment Advisors, Inc. |
Charleston, SC |
Q1 2025
|
71
|
$2.9 B
|
| Tandem Investment Partners LLC |
Bordentown, NJ |
Q1 2025
|
64
|
$100 M
|
| Tandem Wealth Advisors LLC |
Phoenix, AZ |
Q1 2025
|
53
|
$190 M
|
| TANG CAPITAL MANAGEMENT LLC |
San Diego, CA |
Q1 2025
|
202
|
$1.8 B
|
| TANG KEVIN C |
San Diego, CA |
Q3 2023
|
1
|
$780.00
|
| Tanglewood Legacy Advisors, LLC |
Houston, TX |
Q1 2025
|
293
|
$230 M
|
| Tanglewood Wealth Management, Inc. |
Houston, TX |
Q1 2025
|
36
|
$890 M
|
| Tao Capital Management LP |
San Francisco, CA |
Q1 2025
|
9
|
$120 M
|
| Tao Pro LLC |
San Francisco, CA |
Q3 2023
|
1
|
$0
|
| TAP Consulting, LLC |
Kirkwood, MO |
Q4 2024
|
153
|
$490 M
|
| Tappan Street Partners LLC |
New York, NY |
Q3 2017
|
8
|
$36 M
|
| Tarbox Family Office, Inc. |
Newport Beach, CA |
Q1 2025
|
107
|
$600 M
|
| TARGET ASSET MANAGEMENT PTE LTD |
Singapore |
Q3 2017
|
1
|
$21 M
|
| Tarsadia Capital, LLC |
New York, NY |
Q1 2025
|
1
|
$5.6 M
|
| Tassel Capital Management, Inc. |
Matthews, NC |
Q1 2025
|
37
|
$110 M
|
| Tatro Capital, LLC |
Lexington, KY |
Q1 2022
|
84
|
$130 M
|
| TAUBE HODSON STONEX PARTNERS LLP |
London, United Kingdom |
Q2 2016
|
18
|
$490 M
|
| TAURUS ASSET MANAGEMENT, LLC |
New York, NY |
Q1 2025
|
87
|
$990 M
|
| Tavio Capital LLC |
New York, NY |
Q3 2020
|
1
|
$0
|
| TAYLOR ASSET MANAGEMENT INC |
Toronto, Ontario, Canada |
Q1 2019
|
31
|
$150 M
|
| Taylor, Cottrill LLC |
New London, NH |
Q4 2015
|
109
|
$190 M
|
| Taylor Financial Group, Inc. |
Roanoke, VA |
Q1 2025
|
97
|
$140 M
|
| Taylor Frigon Capital Management LLC |
Scottsdale, AZ |
Q1 2025
|
90
|
$170 M
|
| Taylor Hoffman Capital Management LLC |
Richmond, VA |
Q1 2025
|
114
|
$270 M
|
| Taylor Hoffman Wealth Management |
Richmond, VA |
Q2 2024
|
111
|
$250 M
|
| Taylor & Morgan Wealth Management, LLC |
Flint, MI |
Q1 2025
|
66
|
$130 M
|
| Taylor Wealth Management Partners |
Boston, MA |
Q2 2022
|
56
|
$180 M
|
| TB Alternative Assets Ltd. |
Hong Kong |
Q1 2025
|
44
|
$430 M
|
| TBH Global Asset Management, LLC |
Brentwood, TN |
Q1 2025
|
170
|
$520 M
|
| TBP ADVISORS LTD |
Purchase, NY |
Q1 2015
|
48
|
$160 M
|
| TB Partners GP LTD |
Shanghai, China |
Q4 2015
|
3
|
$91 M
|
| TBP Investments Management, LLC |
Dallas, TX |
Q3 2015
|
17
|
$37 M
|
| TCFG WEALTH MANAGEMENT, LLC |
Laguna Niguel, CA |
Q1 2025
|
238
|
$200 M
|
| TCF National Bank |
Detroit, MI |
Q1 2021
|
632
|
$880 M
|
| TCG Advisors, LP |
Austin, TX |
Q3 2020
|
8
|
$1.0 M
|
| TCG Capital Management, LP |
Playa Vista, CA |
Q1 2025
|
1
|
$86 M
|
| TCG Crossover Management, LLC |
Palo Alto, CA |
Q1 2025
|
38
|
$730 M
|
| TCI FUND MANAGEMENT LTD |
London, United Kingdom |
Q1 2025
|
10
|
$43 B
|
| TCI Wealth Advisors, Inc. |
Tucson, AZ |
Q1 2025
|
229
|
$1.2 B
|
| TCM Advisors, LLC |
Martinsburg, WV |
Q1 2025
|
66
|
$1.1 B
|
| TCP Asset Management, LLC |
Upper Arlington, OH |
Q1 2025
|
89
|
$450 M
|
| TCS CAPITAL MANAGEMENT LLC |
New York, NY |
Q3 2017
|
2
|
$120 M
|
| TCTC Holdings, LLC |
Dallas, TX |
Q1 2025
|
841
|
$2.8 B
|
| TCV Trust & Wealth Management, Inc. |
Richmond, VA |
Q1 2025
|
379
|
$1.1 B
|
| TCW GROUP INC |
Los Angeles, CA |
Q1 2025
|
641
|
$11 B
|
| TCWP LLC |
Beachwood, OH |
Q3 2024
|
1
|
$0
|
| TD AMERITRADE INVESTMENT MANAGEMENT, LLC |
Omaha, NE |
Q3 2023
|
623
|
$0
|
| TD Ameritrade Trust Co |
Denver, CO |
Q1 2019
|
21
|
$280 M
|
| TDAM USA INC. |
Toronto, Ontario, Canada |
Q4 2021
|
241
|
$1.6 B
|
| TD Asset Management Inc |
Toronto, Ontario, Canada |
Q1 2025
|
1,680
|
$110 B
|
| TD Capital Management LLC |
Memphis, TN |
Q1 2025
|
697
|
$990 M
|
| TD PRIVATE CLIENT WEALTH LLC |
New York, NY |
Q1 2025
|
1,415
|
$3.6 B
|
| TD Securities (USA) LLC |
New York, NY |
Q1 2016
|
505
|
$11 M
|
| TD Waterhouse Canada Inc. |
Toronto, Ontario, Canada |
Q1 2025
|
1,949
|
$12 B
|
| TEACHER RETIREMENT SYSTEM OF TEXAS |
Austin, TX |
Q1 2025
|
2,077
|
$24 B
|
| TEACHERS ADVISORS, LLC |
New York, NY |
Q1 2019
|
2,979
|
$82 B
|
| TEACHERS INSURANCE & ANNUITY ASSOCIATION OF AMERICA |
New York, NY |
Q1 2025
|
69
|
$75 M
|
| TEACHERS RETIREMENT SYSTEM OF THE STATE OF KENTUCKY |
Frankfort, KY |
Q1 2025
|
3,723
|
$11 B
|
| Te Ahumairangi Investment Management Ltd |
Wellington Central, New Zealand |
Q1 2025
|
84
|
$470 M
|
| TEALWOOD ASSET MANAGEMENT INC |
Minneapolis, MN |
Q1 2025
|
127
|
$220 M
|
| Team Financial Group, LLC |
Temecula, CA |
Q1 2025
|
39
|
$170 M
|
| Team Hewins, LLC |
Redwood City, CA |
Q4 2024
|
26
|
$230 M
|
| Teamwork Financial Advisors, LLC |
San Antonio, TX |
Q1 2025
|
173
|
$750 M
|
| Teca Partners, LP |
Austin, TX |
Q1 2025
|
10
|
$140 M
|
| Technology Crossover Management IX, Ltd. |
Menlo Park, CA |
Q1 2025
|
6
|
$1.1 B
|
| Technology Crossover Management VIII, Ltd. |
Menlo Park, CA |
Q1 2025
|
6
|
$470 M
|
| Technology Crossover Management VII, Ltd. |
Menlo Park, CA |
Q3 2023
|
1
|
$0
|
| Technology Crossover Management VI, L.L.C. |
Menlo Park, CA |
Q3 2019
|
1
|
$60 M
|
| TECHNOLOGY CROSSOVER MANAGEMENT V LLC |
Menlo Park, CA |
Q3 2019
|
2
|
$85 M
|
| Technology Crossover Management XI, Ltd. |
Menlo Park, CA |
Q1 2025
|
3
|
$980 M
|
| Technology Crossover Management X, Ltd. |
Menlo Park, CA |
Q1 2025
|
6
|
$680 M
|
| Tech Square Trading LP |
Boston, MA |
Q2 2019
|
1
|
$1.0 k
|
| TECTONIC ADVISORS LLC |
Frisco, TX |
Q1 2025
|
408
|
$1.6 B
|
| Ted Buchan & Co |
San Diego, CA |
Q1 2025
|
86
|
$210 M
|
| Teewinot Capital Advisers, L.L.C. |
New York, NY |
Q1 2025
|
41
|
$980 M
|
| TEGEAN CAPITAL MANAGEMENT, LLC |
New York, NY |
Q4 2023
|
16
|
$82 M
|
| Teilinger Capital Ltd. |
Houston, TX |
Q1 2025
|
17
|
$2.0 B
|
| Teilinger USA, Inc. |
Houston, TX |
Q3 2017
|
2
|
$13 M
|
| Tejara Capital Ltd |
London, United Kingdom |
Q1 2025
|
75
|
$260 M
|
| Tekla Capital Management LLC |
Boston, MA |
Q2 2023
|
166
|
$2.6 B
|
| Tekne Capital Management, LLC |
New York, NY |
Q1 2025
|
9
|
$260 M
|
| Telegraph Hill Partners Management Company, LLC |
San Francisco, CA |
Q4 2015
|
1
|
$160 M
|
| Telemark Asset Management, LLC |
Boston, MA |
Q1 2025
|
47
|
$760 M
|
| Telemetry Investments, L.L.C. |
New York, NY |
Q4 2022
|
146
|
$63 M
|
| TELEMUS CAPITAL, LLC |
Southfield, MI |
Q4 2023
|
326
|
$1.2 B
|
| Telligent Fund, LP |
Hong Kong |
Q1 2025
|
27
|
$90 M
|
| Telluride Asset Management LLC |
Wayzata, MN |
Q2 2014
|
243
|
$120 M
|
| Telos Capital Management, Inc. |
San Diego, CA |
Q1 2025
|
191
|
$920 M
|
| TEMA ETFS LLC |
New York, NY |
Q1 2025
|
147
|
$330 M
|
| Temasek Holdings (Private) Ltd |
Singapore |
Q1 2025
|
128
|
$25 B
|
| Templeton & Phillips Capital Management, LLC |
Lookout Mountain, TN |
Q1 2025
|
47
|
$140 M
|
| Tempus Wealth Planning, LLC |
Irvine, CA |
Q1 2025
|
252
|
$330 M
|
| Ten Capital Wealth Advisors, LLC |
Spokane, WA |
Q2 2023
|
200
|
$340 M
|
| TenCore Partners, LP |
New York, NY |
Q1 2025
|
12
|
$190 M
|
| Tenere Capital LLC |
New York, NY |
Q1 2025
|
21
|
$360 M
|
| Tennessee Valley Asset Management Partners |
Knoxville, TN |
Q1 2025
|
158
|
$610 M
|
| Tenon Financial LLC |
Metuchen, NJ |
Q1 2025
|
46
|
$160 M
|
| TENOR CAPITAL MANAGEMENT Co., L.P. |
New York, NY |
Q1 2025
|
302
|
$7.0 B
|
| Tenret Co LLC |
Tampa, FL |
Q4 2024
|
34
|
$160 M
|
| Tensile Capital Management LP |
Larkspur, CA |
Q1 2025
|
18
|
$780 M
|
| Tenzing Global Management, LLC |
San Francisco, CA |
Q1 2025
|
22
|
$140 M
|
| Tepp RIA, LLC |
Westfield, NJ |
Q1 2025
|
27
|
$74 M
|
| Teramo Advisors, LLC |
Naples, FL |
Q1 2025
|
20
|
$250 M
|
| Terra Alpha Investments LLC |
Washington, DC |
Q1 2025
|
33
|
$92 M
|
| Terra Nova Asset Management LLC |
New York, NY |
Q1 2025
|
85
|
$130 M
|
| Terrapin Asset Management, LLC |
Miami, FL |
Q3 2023
|
52
|
$88 M
|
| Terril Brothers, Inc. |
St. Louis, MO |
Q1 2025
|
58
|
$270 M
|
| Tesco Pension Investment Ltd |
London, United Kingdom |
Q3 2022
|
1
|
$3.6 M
|
| TESUJI PARTNERS, LLC |
New York, NY |
Q3 2018
|
8
|
$1.7 B
|
| Teton Advisors, Inc. |
Rye, NY |
Q1 2025
|
183
|
$160 M
|
| Tetrem Capital Management Ltd. |
Winnipeg, Manitoba |
Q3 2017
|
1
|
$0
|
| Tevis Investment Management |
Plano, TX |
Q1 2025
|
96
|
$130 M
|
| Texan Capital Management |
Houston, TX |
Q4 2017
|
105
|
$150 M
|
| Texas Bank & Trust Co |
Longview, TX |
Q1 2025
|
397
|
$240 M
|
| Texas Capital Bancshares Inc/TX |
Dallas, TX |
Q1 2025
|
128
|
$230 M
|
| Texas Capital Bank Wealth Management Services Inc |
Dallas, TX |
Q1 2025
|
209
|
$990 M
|
| Texas Children's |
Houston, TX |
Q3 2020
|
3
|
$21 M
|
| Texas County & District Retirement System |
Austin, TX |
Q1 2025
|
1
|
$86 M
|
| TEXAS PERMANENT SCHOOL FUND CORP |
Austin, TX |
Q1 2025
|
1,505
|
$10 B
|
| TEXAS TREASURY SAFEKEEPING TRUST CO |
Austin, TX |
Q1 2025
|
5
|
$1.2 B
|
| Texas Yale Capital Corp. |
St. Petersburg, FL |
Q1 2025
|
451
|
$2.4 B
|
| Teza Capital Management LLC |
Chicago, IL |
Q1 2025
|
403
|
$220 M
|
| TFB Advisors LLC |
Overland Park, KS |
Q1 2025
|
320
|
$350 M
|
| TFC Financial Management, Inc. |
Boston, MA |
Q1 2025
|
958
|
$650 M
|
| TFG Advisers LLC |
Auburn Hills, MI |
Q1 2025
|
208
|
$280 M
|
| TFG Asset Management GP Ltd |
Grand Cayman, Cayman Islands |
Q1 2025
|
32
|
$440 M
|
| TFJ Management, LLC |
Somerville, MA |
Q1 2025
|
14
|
$110 M
|
| TFO Wealth Partners, LLC |
Maumee, OH |
Q1 2025
|
39
|
$500 M
|
| TFR Capital, LLC. |
Plano, TX |
Q1 2025
|
150
|
$240 M
|
| TFS CAPITAL LLC |
West Chester, PA |
Q3 2017
|
1
|
$0
|
| Thai Life Insurance PCL. |
Bangkok, Thailand |
Q3 2017
|
14
|
$71 M
|
| THAMES CAPITAL MANAGEMENT LLC |
Roseland, NJ |
Q1 2025
|
28
|
$260 M
|
| THAYER STREET PARTNERS MANAGEMENT, LLC |
New York, NY |
Q3 2022
|
1
|
$4.1 M
|
| THB ASSET MANAGEMENT |
Norwalk, CT |
Q4 2020
|
154
|
$440 M
|
| Theleme Partners LLP |
London, United Kingdom |
Q1 2025
|
13
|
$1.3 B
|
| Thematics Asset Management |
Paris, France |
Q1 2025
|
126
|
$2.0 B
|
| THEORY FINANCIAL LLC |
Fort Collins, CO |
Q1 2025
|
81
|
$240 M
|
| Thiel Macro LLC |
Los Angeles, CA |
Q1 2025
|
5
|
$150 M
|
| Thinkbetter Group LLC |
Sarasota, FL |
Q3 2021
|
6
|
$98 M
|
| Think Investments LLC |
San Francisco, CA |
Q4 2014
|
13
|
$280 M
|
| Think Investments LP |
San Francisco, CA |
Q1 2025
|
21
|
$510 M
|
| THIRD AVENUE MANAGEMENT LLC |
New York, NY |
Q1 2025
|
61
|
$500 M
|
| Third Point LLC |
New York, NY |
Q1 2025
|
45
|
$6.6 B
|
| Third Rock Ventures, LLC |
Boston, MA |
Q3 2015
|
5
|
$1.1 B
|
| Third Security, LLC |
Radford, VA |
Q3 2022
|
19
|
$240 M
|
| THOMA BRAVO, L.P. |
Chicago, IL |
Q1 2025
|
7
|
$15 B
|
| Thoma Capital Management LLC |
Towson, MD |
Q4 2024
|
63
|
$150 M
|
| Thoma Cressey Bravo, Inc. |
Chicago, IL |
Q3 2014
|
2
|
$0
|
| THOMAS H LEE PARTNERS LP |
Boston, MA |
Q1 2025
|
1
|
$200 M
|
| Thomas J. Herzfeld Advisors, Inc. |
Miami Beach, FL |
Q1 2025
|
128
|
$290 M
|
| THOMASPARTNERS, INC. |
Boston, MA |
Q1 2018
|
75
|
$14 B
|
| THOMAS STORY & SON LLC |
Culver, IN |
Q1 2025
|
49
|
$260 M
|
| Thomasville National Bank |
Thomasville, GA |
Q1 2025
|
299
|
$1.4 B
|
| THOMAS WHITE INTERNATIONAL LTD |
Chicago, IL |
Q2 2023
|
258
|
$480 M
|
| Thomist Capital Management, LP |
Houston, TX |
Q1 2025
|
38
|
$250 M
|
| THOMPSON DAVIS & CO., INC. |
Richmond, VA |
Q1 2025
|
125
|
$130 M
|
| THOMPSON INVESTMENT MANAGEMENT, INC. |
Madison, WI |
Q1 2025
|
491
|
$670 M
|
| THOMPSON RUBINSTEIN INVESTMENT MANAGEMENT INC /OR/ |
Portland, OR |
Q1 2019
|
78
|
$310 M
|
| THOMPSON SIEGEL & WALMSLEY LLC |
Richmond, VA |
Q1 2025
|
385
|
$6.0 B
|
| Thor Advisors, LLC |
New York, NY |
Q1 2020
|
150
|
$1.9 M
|
| THORNBURG INVESTMENT MANAGEMENT INC |
Santa Fe, NM |
Q1 2025
|
182
|
$72 B
|
| Thornmark Asset Management Inc. |
Toronto, Ontario, Canada |
Q4 2014
|
47
|
$33 M
|
| ThornTree Capital Partners LP |
Boston, MA |
Q1 2025
|
19
|
$450 M
|
| THOROUGHBRED FINANCIAL SERVICES, LLC |
Brentwood, TN |
Q1 2025
|
671
|
$1.6 B
|
| THOR TRADING ADVISORS, LLC |
Greensburg, PA |
Q1 2025
|
2
|
$120 M
|
| Thrax Management, LLC |
New York, NY |
Q4 2016
|
181
|
$550 M
|
| THRC Management, LLC |
Cisco, TX |
Q1 2022
|
19
|
$630 M
|
| THREADGILL FINANCIAL, LLC |
Spring, TX |
Q1 2025
|
44
|
$190 M
|
| THREE BAYS CAPITAL LP |
Boston, MA |
Q4 2018
|
1
|
$0
|
| Three Bridge Wealth Advisors, LLC |
Los Altos, CA |
Q1 2025
|
84
|
$290 M
|
| Three Cord True Wealth Management, LLC |
Beaver, PA |
Q1 2025
|
27
|
$120 M
|
| Three Corner Global Investors LP |
New York, NY |
Q1 2018
|
24
|
$310 M
|
| Three Peaks Capital Management, LLC |
Castle Rock, CO |
Q3 2021
|
87
|
$300 M
|
| Three Seasons Wealth, LLC |
Salt Lake City, UT |
Q1 2025
|
113
|
$200 M
|
| Threshold Group LLC |
Seattle, WA |
Q3 2017
|
44
|
$130 M
|
| Thrive Capital Management, LLC |
New York, NY |
Q1 2025
|
4
|
$590 M
|
| Thrive Capital Management, LLC |
Fort Washington, PA |
Q1 2025
|
114
|
$170 M
|
| Thrivent Financial for Lutherans |
Minneapolis, MN |
Q1 2025
|
2,985
|
$29 B
|
| Thrive Wealth Management, LLC |
Audubon, PA |
Q1 2025
|
219
|
$520 M
|
| THRU LINE L.P. |
Ft. Worth, TX |
Q1 2017
|
1
|
$0
|
| THURSTON, SPRINGER, MILLER, HERD & TITAK, INC. |
Indianapolis, IN |
Q1 2025
|
|
$0
|
| TIAA CREF INVESTMENT MANAGEMENT LLC |
New York, NY |
Q1 2019
|
3,004
|
$140 B
|
| TIAA CREF TRUST CO FSB/MO |
St Louis, MO |
Q1 2017
|
618
|
$14 B
|
| TIAA, FSB |
St. Louis, MO |
Q2 2023
|
781
|
$28 B
|
| TIAA Kaspick, LLC |
Boston, MA |
Q3 2021
|
16
|
$24 M
|
| TIAA TRUST, NATIONAL ASSOCIATION |
Charlotte, NC |
Q1 2025
|
972
|
$32 B
|
| Tibra Equities Europe Ltd |
London, United Kingdom |
Q1 2022
|
31
|
$90 M
|
| Tidal Investments LLC |
Milwaukee, WI |
Q1 2025
|
2,270
|
$12 B
|
| Tide Cove Capital Partners LLC |
San Diego, CA |
Q1 2025
|
11
|
$110 M
|
| Tidemark, LLC |
San Diego, CA |
Q1 2025
|
704
|
$270 M
|
| TIDE POINT CAPITAL MANAGEMENT, LP |
Old Greenwich, CT |
Q3 2018
|
1
|
$0
|
| TIEDEMANN ADVISORS, LLC |
New York, NY |
Q3 2023
|
272
|
$2.3 B
|
| TIEDEMANN TRUST CO |
Wilmington, DE |
Q2 2016
|
66
|
$540 M
|
| Tiedemann Wealth Management Holdings, LLC |
New York, NY |
Q2 2017
|
3
|
$2.7 M
|
| TIEMANN INVESTMENT ADVISORS, LLC |
Menlo Park, CA |
Q1 2025
|
192
|
$220 M
|
| Tieton Capital Management, LLC |
Yakima, WA |
Q1 2025
|
34
|
$220 M
|
| TIFF ADVISORY SERVICES, LLC |
Radnor, PA |
Q1 2025
|
21
|
$420 M
|
| TIG Advisors, LLC |
New York, NY |
Q1 2025
|
61
|
$1.6 B
|
| TIGER CONSUMER MANAGEMENT, LP |
New York, NY |
Q1 2015
|
1
|
$0
|
| Tiger Eye Capital LLC |
Nashville, TN |
Q3 2022
|
1
|
$0
|
| TIGER GLOBAL MANAGEMENT LLC |
New York, NY |
Q1 2025
|
45
|
$27 B
|
| Tiger Legatus Capital Management, LLC |
New York, NY |
Q1 2022
|
12
|
$62 M
|
| TIGER MANAGEMENT L.L.C. |
New York, NY |
Q3 2024
|
1
|
$23 M
|
| TigerOak Management, L.L.C. |
Albuquerque, NM |
Q1 2025
|
107
|
$260 M
|
| Tiger Pacific Capital LP |
New York, NY |
Q1 2025
|
10
|
$280 M
|
| TigerShark Management, LLC |
New York, NY |
Q1 2015
|
48
|
$0
|
| TIGER VEDA MANAGEMENT LLC |
New York, NY |
Q1 2016
|
1
|
$0
|
| Tikehau Investment Management |
Paris, France |
Q1 2025
|
23
|
$65 M
|
| Tikvah Management LLC |
Charlotte, NC |
Q1 2025
|
24
|
$290 M
|
| Tilden Park Management I LLC |
New York, NY |
Q3 2022
|
14
|
$5.4 M
|
| TILIA FIDUCIARY PARTNERS, INC. |
Wilmington, NC |
Q1 2025
|
113
|
$150 M
|
| Tillar-Wenstrup Advisors, LLC |
Centerville, OH |
Q4 2023
|
1
|
$0
|
| Tiller Private Wealth, Inc. |
Bethlehem, PA |
Q1 2025
|
54
|
$240 M
|
| Tillman Hartley LLC |
Orlando, FL |
Q1 2025
|
133
|
$340 M
|
| Tilson Financial Group, Inc. |
New Providence, NJ |
Q1 2025
|
72
|
$250 M
|
| Tilt Investment Management Holdings, PBC |
New York, NY |
Q4 2023
|
112
|
$93 M
|
| Timber Creek Capital Management LLC |
Boston, MA |
Q1 2025
|
83
|
$370 M
|
| Timber Hill LLC |
Greenwich, CT |
Q2 2020
|
3
|
$15 M
|
| Timelo Investment Management Inc. |
Aurora, Ontario, Canada |
Q1 2025
|
7
|
$34 M
|
| TimeScale Financial, Inc. |
Danvers, MA |
Q2 2023
|
628
|
$460 M
|
| TimesSquare Capital Management, LLC |
New York, NY |
Q1 2025
|
142
|
$6.2 B
|
| Timonier Family Office, LTD. |
Winston Salem, NC |
Q1 2025
|
50
|
$230 M
|
| Timpani Capital Management LLC |
Northbrook, IL |
Q1 2019
|
91
|
$210 M
|
| TIMUCUAN ASSET MANAGEMENT INC/FL |
Jacksonville, FL |
Q1 2025
|
30
|
$3.2 B
|
| Tinicum Inc |
New York, NY |
Q4 2023
|
1
|
$67 M
|
| Tipp Hill Capital Management LLC |
New York, NY |
Q3 2016
|
1
|
$510 k
|
| Tiptree Advisors, LLC |
New York, NY |
Q1 2025
|
23
|
$120 M
|
| TIRSCHWELL & LOEWY INC |
New York, NY |
Q1 2019
|
67
|
$730 M
|
| TITAN GLOBAL CAPITAL MANAGEMENT USA LLC |
New York, NY |
Q1 2025
|
58
|
$490 M
|
| Titan Managers, LLC |
Scottsdale, AZ |
Q3 2024
|
5
|
$64 M
|
| TITLEIST ASSET MANAGEMENT, LLC |
San Antonio, TX |
Q1 2025
|
294
|
$860 M
|
| TITLEIST ASSET MANAGEMENT, LTD. |
San Antonio, TX |
Q4 2022
|
242
|
$430 M
|
| TI-TRUST, INC |
Quincy, IL |
Q1 2025
|
126
|
$150 M
|
| Titus Wealth Management |
Larskpur, CA |
Q2 2022
|
161
|
$200 M
|
| TIVERTON ASSET MANAGEMENT LLC |
Wilimington, DE |
Q3 2019
|
708
|
$2.9 B
|
| TKG Advisors, LLC |
Valparaiso, IN |
Q1 2025
|
86
|
$200 M
|
| TLP GROUP LLC |
Evanston, IL |
Q3 2019
|
15
|
$6.6 M
|
| TL Private Wealth |
Southlake, TX |
Q1 2025
|
41
|
$200 M
|
| TLS Advisors LLC |
Miami, FL |
Q1 2025
|
15
|
$44 M
|
| TLWM |
San Antonio, TX |
Q1 2025
|
80
|
$500 M
|
| TLW Wealth Management, LLC |
Indian Rocks Beach, FL |
Q1 2025
|
16
|
$170 M
|
| TMD & ASSOCIATES, INC |
Scottsdale, AZ |
Q2 2019
|
45
|
$150 M
|
| TMD Wealth Management, LLC |
Scottsdale, AZ |
Q2 2024
|
56
|
$460 M
|
| TME FINANCIAL, INC. |
Huntington Beach, CA |
Q1 2025
|
72
|
$120 M
|
| TMFS HOLDINGS LLC |
Overland Park, KS |
Q3 2016
|
12
|
$1.2 B
|
| TMT General Partner Ltd |
Hong Kong |
Q1 2025
|
2
|
$350 M
|
| TNF LLC |
Billings, MT |
Q3 2024
|
125
|
$280 M
|
| TOBAM |
Paris, France |
Q1 2025
|
251
|
$230 M
|
| TOBIAS FINANCIAL ADVISORS, INC. |
Plantation, FL |
Q1 2025
|
113
|
$510 M
|
| TOCQUEVILLE ASSET MANAGEMENT L.P. |
New York, NY |
Q1 2025
|
513
|
$6.1 B
|
| TODD ASSET MANAGEMENT LLC |
Louisville, KY |
Q1 2025
|
260
|
$4.2 B
|
| TOEWS CORP /ADV |
Northfield, NJ |
Q1 2025
|
8
|
$230 M
|
| TOKIO MARINE ASSET MANAGEMENT CO LTD |
Tokyo, Japan |
Q1 2025
|
565
|
$2.8 B
|
| TOKIO MARINE & NICHIDO FIRE INSURANCE CO., LTD |
Tokyo, Japan |
Q4 2021
|
1
|
$9.7 M
|
| Tolleson Wealth Management, Inc. |
Dallas, TX |
Q1 2025
|
85
|
$520 M
|
| TOMPKINS FINANCIAL CORP |
Ithaca, NY |
Q1 2025
|
767
|
$1.0 B
|
| Tompkins Trust Co |
Ithaca, NY |
Q2 2022
|
1
|
$0
|
| TOMS Capital Investment Management LP |
New York, NY |
Q1 2025
|
21
|
$3.3 B
|
| Top Ace Asset Management Ltd |
Hong Kong |
Q3 2023
|
10
|
$25 M
|
| Topel & Distasi Wealth Management, LLC |
Berkeley, CA |
Q1 2025
|
73
|
$210 M
|
| Topline Capital Management, LLC |
Santa Monica, CA |
Q1 2025
|
38
|
$440 M
|
| Topsail Wealth Management, LLC |
Charlotte, NC |
Q1 2025
|
225
|
$490 M
|
| Torch Wealth Management LLC |
Cincinnati, OH |
Q4 2019
|
111
|
$180 M
|
| TORNO CAPITAL, LLC |
Cohasset, MA |
Q1 2025
|
75
|
$390 M
|
| Toronado Partners, LLC |
San Francisco, CA |
Q1 2025
|
11
|
$140 M
|
| TORONTO DOMINION BANK |
Toronto, Ontario, Ontario, Canada |
Q1 2025
|
2,768
|
$51 B
|
| TORQ CAPITAL MANAGEMENT (HK) Ltd |
Hong Kong |
Q4 2023
|
3
|
$38 M
|
| Torray Investment Partners LLC |
Bethesda, MD |
Q1 2025
|
101
|
$670 M
|
| TORTOISE CAPITAL ADVISORS, L.L.C. |
Overland Park, KS |
Q1 2025
|
56
|
$8.3 B
|
| Tortoise Index Solutions, LLC |
Overland Park, KS |
Q1 2024
|
64
|
$500 M
|
| Tortoise Investment Management, LLC |
White Plains, NY |
Q1 2025
|
831
|
$960 M
|
| Toscafund Asset Management LLP |
London, United Kingdom |
Q3 2023
|
3
|
$16 M
|
| Total Clarity Wealth Management, Inc. |
St. Charles, IL |
Q1 2025
|
279
|
$310 M
|
| TOTAL INVESTMENT MANAGEMENT INC |
Scottsdale, AZ |
Q1 2025
|
74
|
$760 M
|
| Total Wealth Planning, LLC |
Cincinnati, OH |
Q1 2025
|
91
|
$650 M
|
| Total Wealth Planning & Management, Inc. |
Ponte Vedra Beach, FL |
Q1 2025
|
199
|
$110 M
|
| Totem Point Management, LLC |
New York, NY |
Q1 2025
|
13
|
$81 M
|
| TOTH FINANCIAL ADVISORY CORP |
Leesburg, VA |
Q1 2025
|
712
|
$830 M
|
| Touchstone Capital, Inc. |
Pittsburgh, PA |
Q3 2024
|
25
|
$66 M
|
| TOUNJIAN ADVISORY PARTNERS, LLC |
Fort Myers, FL |
Q1 2025
|
234
|
$530 M
|
| TOURADJI CAPITAL MANAGEMENT, LP |
Boca Raton, FL |
Q2 2014
|
2
|
$2.7 M
|
| Tourbillon Capital Partners, L.P. |
New York, NY |
Q4 2018
|
1
|
$6.3 M
|
| Towarzystwo Funduszy Inwestycyjnych Allianz Polska S.A. |
Warszawa, Poland |
Q1 2025
|
38
|
$23 M
|
| TOWER BRIDGE ADVISORS |
Conshohocken, PA |
Q1 2025
|
198
|
$890 M
|
| Towercrest Capital Management |
Newtown, PA |
Q1 2025
|
88
|
$530 M
|
| Tower House Partners LLP |
London, United Kingdom |
Q4 2022
|
3
|
$17 M
|
| Towerpoint Wealth, LLC |
Sacramento, CA |
Q1 2025
|
81
|
$200 M
|
| Tower Research Capital LLC (TRC) |
New York, NY |
Q1 2025
|
7,604
|
$3.4 B
|
| TOWER TRUST Co |
Fort Wayne, IN |
Q1 2014
|
274
|
$160 M
|
| TOWER TRUST & INVESTMENT Co |
Davenport, IA |
Q1 2025
|
197
|
$120 M
|
| TOWERVIEW LLC |
New York, NY |
Q1 2025
|
24
|
$140 M
|
| Tower View Wealth Management LLC |
Shorewood, WI |
Q1 2025
|
186
|
$170 M
|
| Tower Wealth Partners, Inc. |
Lewisburg, PA |
Q1 2025
|
76
|
$190 M
|
| TOWLE & CO |
Denver, CO |
Q1 2025
|
50
|
$460 M
|
| Town & Country Bank & Trust CO dba First Bankers Trust CO |
Louisville, KY |
Q1 2025
|
137
|
$250 M
|
| Towneley Capital Management, Inc / DE |
Laguna Hills, CA |
Q1 2025
|
44
|
$430 M
|
| TOWNSEND ASSET MANAGEMENT CORP /NC/ /ADV |
Raleigh, NC |
Q1 2025
|
174
|
$260 M
|
| Townsend & Associates, Inc |
Westminster, CO |
Q1 2025
|
99
|
$960 M
|
| TOWNSQUARE CAPITAL LLC |
Provo, UT |
Q1 2025
|
45,117
|
$9.4 B
|
| TOYOTA MOTOR CORP/ |
Japan |
Q1 2025
|
6
|
$2.6 B
|
| TPB WEALTH ADVISORS |
San Antonio, TX |
Q1 2023
|
37
|
$180 M
|
| TPG Advisors LLC |
Northfield, IL |
Q1 2025
|
90
|
$130 M
|
| TPG Financial Advisors, LLC |
Portland, OR |
Q1 2025
|
65
|
$230 M
|
| TPG GP A, LLC |
Fort Worth, TX |
Q1 2025
|
28
|
$5.1 B
|
| TPG Group Holdings (SBS) Advisors, Inc. |
Fort Worth, TX |
Q3 2021
|
51
|
$10 B
|
| TPH Asset Management, LLC |
Houston, TX |
Q4 2017
|
83
|
$1.0 B
|
| TPI Fund Managers Ltd |
London, United Kingdom |
Q2 2022
|
34
|
$600 M
|
| Trace Wealth Advisors, LLC |
Los Angeles, CA |
Q1 2025
|
57
|
$110 M
|
| Traction Financial Partners, LLC |
Littleton, CO |
Q1 2025
|
52
|
$130 M
|
| TradeLink Capital LLC |
Chicago, IL |
Q1 2025
|
40
|
$16 M
|
| TradeLink Global Equity LLC |
Chicago, IL |
Q4 2014
|
674
|
$75 M
|
| Trademark Financial Management, LLC |
Bloomington, MN |
Q1 2025
|
87
|
$130 M
|
| TradeWell Securities, LLC. |
Fort Wayne, IN |
Q1 2025
|
43
|
$180 M
|
| Tradewinds Capital Management, LLC |
Bellingham, WA |
Q1 2025
|
665
|
$370 M
|
| Tradewinds Global Investors, LLC |
Los Angeles, CA |
Q3 2016
|
51
|
$81 M
|
| Tradewinds, LLC. |
Raleigh, NC |
Q1 2025
|
211
|
$350 M
|
| Tradeworx Inc. |
Red Bank, NJ |
Q3 2014
|
221
|
$76 M
|
| TRADITION ASSET MANAGEMENT LLC |
Richmond, VA |
Q2 2020
|
178
|
$350 M
|
| TRADITION CAPITAL MANAGEMENT LLC |
Summit, NJ |
Q1 2019
|
188
|
$370 M
|
| Tradition Wealth Management, LLC |
Edina, MN |
Q1 2025
|
439
|
$1.1 B
|
| Trafelet Capital Management, L.P. |
New York, NY |
Q1 2019
|
4
|
$12 M
|
| TRAFELET REMY W |
New York, NY |
Q4 2013
|
1
|
$0
|
| Trailhead Pacific, LLC |
San Francisco, CA |
Q2 2018
|
3
|
$6.8 M
|
| Trail Ridge Investment Advisors, LLC |
Fort Collins, CO |
Q1 2025
|
102
|
$190 M
|
| TRAIN BABCOCK ADVISORS LLC |
New York, NY |
Q4 2017
|
185
|
$230 M
|
| Trajan Wealth LLC |
Scottsdale, AZ |
Q1 2025
|
151
|
$1.8 B
|
| TRAN CAPITAL MANAGEMENT, L.P. |
San Rafael, CA |
Q1 2025
|
65
|
$740 M
|
| Tranquility Partners, LLC |
Brentwood, TN |
Q1 2025
|
207
|
$260 M
|
| Tranquilli Financial Advisor LLC |
Clinton, NJ |
Q1 2025
|
107
|
$160 M
|
| Transamerica Financial Advisors, LLC |
Cedar Rapids, IA |
Q1 2025
|
579
|
$980 M
|
| TRANSATLANTIQUE PRIVATE WEALTH LLC |
New York, NY |
Q1 2025
|
208
|
$250 M
|
| Trans-Canada Capital Inc. |
Montreal, Quebec |
Q1 2025
|
17
|
$1.2 B
|
| Transce3nd, LLC |
Kyle, TX |
Q1 2025
|
2,863
|
$220 M
|
| TRANSCEND CAPITAL ADVISORS, LLC |
Madison, NJ |
Q1 2025
|
608
|
$1.4 B
|
| Transcendent Capital Group LLC |
Edmond, OK |
Q1 2025
|
88
|
$180 M
|
| Transform Wealth, LLC |
Greenwood Village, CO |
Q1 2025
|
242
|
$1.7 B
|
| Transparent Wealth Partners LLC |
Little Rock, AR |
Q1 2023
|
32
|
$140 M
|
| TRAPHAGEN INVESTMENT ADVISORS LLC |
Oradell, NJ |
Q1 2025
|
183
|
$960 M
|
| Traveka Wealth, LLC |
Los Altos, CA |
Q1 2025
|
148
|
$180 M
|
| TRAVELERS COMPANIES, INC. |
New York, NY |
Q1 2025
|
3
|
$120 M
|
| Traverso Chambers Private Wealth Management, LLC |
Santa Rosa, CA |
Q4 2023
|
123
|
$410 M
|
| Traynor Capital Management, Inc. |
Malvern, PA |
Q1 2025
|
270
|
$1.2 B
|
| TRB Advisors LP |
New York, NY |
Q1 2025
|
6
|
$210 M
|
| Treasure Coast Financial Planning |
Vero Beach, FL |
Q1 2025
|
40
|
$160 M
|
| Treasurer of the State of North Carolina |
Raleigh, NC |
Q1 2025
|
1,007
|
$25 B
|
| Tredje AP-fonden |
Se 111 91 Stockholm, Sweden |
Q1 2025
|
432
|
$11 B
|
| Tree Line Advisors (Hong Kong) Ltd. |
Central, Hong Kong |
Q1 2025
|
7
|
$400 M
|
| TREES INVESTMENT COUNSEL LLC |
Chicago, IL |
Q3 2015
|
55
|
$110 M
|
| Trek Financial, LLC |
Scottsdale, AZ |
Q1 2025
|
383
|
$1.4 B
|
| Trellis Advisors, LLC |
Ellensburg, WA |
Q4 2023
|
1
|
$0
|
| Trellis Wealth Advisors LLC |
San Luis Obispo, CA |
Q1 2025
|
35
|
$210 M
|
| Trellus Management Company, LLC |
Delray Beach, FL |
Q3 2023
|
55
|
$73 M
|
| TREMBLANT CAPITAL GROUP |
West Palm Beach, FL |
Q1 2025
|
46
|
$890 M
|
| TRENT CAPITAL MANAGEMENT INC /NC/ |
Greensboro, NC |
Q2 2017
|
35
|
$67 M
|
| Trevian Wealth Management LLC |
Weston, MA |
Q1 2025
|
27
|
$140 M
|
| TREVOR STEWART BURTON & JACOBSEN INC |
New York, NY |
Q4 2015
|
70
|
$88 M
|
| Trexquant Investment LP |
Stamford, CT |
Q1 2025
|
1,514
|
$8.6 B
|
| Treybourne Wealth Planners, Inc. |
Greenwood, IN |
Q2 2021
|
47
|
$160 M
|
| Treynor Bancshares, Inc. |
Treynor, IA |
Q4 2024
|
51
|
$95 M
|
| TRG Investments, LLC |
Richmond, VA |
Q4 2021
|
1
|
$140 M
|
| TRH Financial, LLC |
North Liberty, IA |
Q2 2022
|
71
|
$300 M
|
| TRIAD FINANCIAL ADVISORS, INC. |
Greensboro, NC |
Q3 2023
|
98
|
$280 M
|
| Triad Investment Management |
Newport Beach, CA |
Q1 2024
|
42
|
$82 M
|
| Triad Wealth Partners, LLC |
Lawrence, KS |
Q1 2025
|
212
|
$320 M
|
| TriaGen Wealth Management LLC |
Calabasas, CA |
Q1 2025
|
166
|
$280 M
|
| TRIAN FUND MANAGEMENT, L.P. |
New York, NY |
Q1 2025
|
11
|
$3.7 B
|
| TRIANGLE PEAK PARTNERS, LP |
Carmel, CA |
Q3 2015
|
23
|
$55 M
|
| Triangle Securities Wealth Management |
Raleigh, NC |
Q1 2025
|
201
|
$390 M
|
| Triarii Capital Management LP |
Boston, MA |
Q3 2018
|
20
|
$98 M
|
| Triasima Portfolio Management inc. |
Montreal, Quebec |
Q1 2025
|
144
|
$510 M
|
| Triata Capital Ltd |
Hong Kong |
Q1 2025
|
12
|
$440 M
|
| Triatomic Management LP |
Palo Alto, CA |
Q3 2024
|
1
|
$0
|
| Triavera Capital LLC |
Larkspur, CA |
Q1 2025
|
20
|
$170 M
|
| Tribune Investment Group LP |
New York, NY |
Q1 2025
|
31
|
$230 M
|
| Tributary Capital Management, LLC |
Omaha, NE |
Q1 2025
|
167
|
$1.1 B
|
| Trident Investment Management, LLC |
New York, NY |
Q3 2014
|
1
|
$0
|
| Trifecta Capital Advisors, LLC |
Northbrook, IL |
Q1 2025
|
413
|
$480 M
|
| TRIGLAV SKLADI, D.O.O. |
Ljubljana, Slovenia |
Q1 2025
|
139
|
$1.2 B
|
| Trigran Investments, Inc. |
Northbrook, IL |
Q1 2025
|
45
|
$680 M
|
| Trikon Asset Management Ltd |
Hong Kong |
Q3 2023
|
1
|
$1.8 M
|
| Trilantic Capital Management L.P. |
New York, NY |
Q3 2022
|
1
|
$51 M
|
| TRILLIUM ASSET MANAGEMENT, LLC |
Boston, MA |
Q1 2025
|
226
|
$3.5 B
|
| Tri Locum Partners LP |
New York, NY |
Q1 2025
|
22
|
$190 M
|
| Trilogy Capital Inc. |
Irvine, CA |
Q1 2025
|
339
|
$1.9 B
|
| TRILOGY GLOBAL ADVISORS LP |
Winter Park, FL |
Q4 2018
|
30
|
$710 k
|
| Trimaran Fund Management, L.L.C. |
New York, NY |
Q4 2020
|
1
|
$300 M
|
| Trinity Financial Advisors LLC |
Columbus, OH |
Q1 2025
|
88
|
$280 M
|
| Trinity Legacy Partners, LLC |
Houston, TX |
Q1 2025
|
94
|
$400 M
|
| TrinityPoint Wealth, LLC |
Milford, CT |
Q4 2024
|
335
|
$710 M
|
| Trinity Street Asset Management LLP |
London, United Kingdom |
Q1 2025
|
16
|
$990 M
|
| Trinity Wealth Management, LLC |
Berwyn, PA |
Q1 2025
|
53
|
$220 M
|
| TriOaks Capital Management L.P. |
New York, NY |
Q3 2014
|
45
|
$230 M
|
| Triodos Investment Management BV |
Driebergen Rijsenburg, Netherlands |
Q1 2025
|
50
|
$1.2 B
|
| Triple Frond Partners LLC |
San Francisco, CA |
Q1 2025
|
10
|
$740 M
|
| Tri Ri Asset Management Corp |
Toronto, Ontario, Canada |
Q3 2024
|
29
|
$200 M
|
| Trishield Capital Management LLC |
New York, NY |
Q3 2017
|
1
|
$40 M
|
| Tri-Star Advisors Inc. |
Houston, TX |
Q3 2023
|
14
|
$5.9 M
|
| TRITONPOINT WEALTH, LLC |
Chevy Chase, MD |
Q1 2025
|
338
|
$1.1 B
|
| Triton Wealth Management, PLLC |
Sun City, AZ |
Q4 2024
|
94
|
$190 M
|
| Trium Capital LLP |
London, United Kingdom |
Q1 2025
|
55
|
$800 M
|
| Triumph Capital Management |
Denver, CO |
Q1 2025
|
276
|
$300 M
|
| Triune Financial Partners, LLC |
Overland Park, KS |
Q4 2024
|
37
|
$320 M
|
| Trivant Custom Portfolio Group, LLC |
San Diego, CA |
Q1 2025
|
8,837
|
$170 M
|
| Trivest Advisors Ltd |
Hong Kong |
Q1 2025
|
21
|
$1.2 B
|
| Trivium Point Advisory, LLC |
Westport, CT |
Q1 2025
|
336
|
$810 M
|
| Troluce Capital Advisors LLC |
Dorado, Puerto Rico |
Q1 2025
|
31
|
$340 M
|
| T. Rowe Price Investment Management, Inc. |
Baltimore, MD |
Q1 2025
|
657
|
$150 B
|
| Troy Asset Management Ltd |
London, United Kingdom |
Q1 2025
|
30
|
$3.1 B
|
| Truadvice, LLC |
Sarasota, FL |
Q3 2023
|
230
|
$250 M
|
| True Bearing Asset Management LP |
San Francisco, CA |
Q3 2016
|
1
|
$0
|
| Trueblood Wealth Management, LLC |
Lima, OH |
Q1 2025
|
235
|
$220 M
|
| True Capital Management |
San Francisco, CA |
Q1 2023
|
129
|
$150 M
|
| TRUEFG, LLC |
Cedar Park, TX |
Q1 2025
|
50
|
$300 M
|
| Truehand, Inc |
Strafford, NH |
Q4 2021
|
191
|
$170 M
|
| True Link Financial Advisors, LLC |
San Francisco, CA |
Q1 2025
|
94
|
$1.3 B
|
| TrueMark Investments, LLC |
Chicago, IL |
Q1 2025
|
200
|
$380 M
|
| True North Advisors, LLC |
Dallas, TX |
Q1 2025
|
243
|
$560 M
|
| Truepoint, Inc. |
Cincinnati, OH |
Q1 2025
|
137
|
$3.7 B
|
| TRUE Private Wealth Advisors |
Salem, OR |
Q1 2025
|
232
|
$820 M
|
| TRUE SIGNAL LP |
New York, NY |
Q4 2022
|
75
|
$130 M
|
| True Venture Partners IV, L.L.C. |
Palo Alto, CA |
Q3 2022
|
1
|
$8.4 M
|
| True Vision MN LLC |
Woodbury, MN |
Q1 2025
|
101
|
$170 M
|
| TrueWealth Advisors, LLC |
Birmingham, AL |
Q1 2025
|
208
|
$300 M
|
| True Wealth Design, LLC |
Akron, OH |
Q1 2025
|
2,650
|
$260 M
|
| TrueWealth Financial Partners |
Bellevue, WA |
Q1 2025
|
23
|
$170 M
|
| TRUEWEALTH LLC |
Atlanta, GA |
Q2 2020
|
742
|
$240 M
|
| True Wind Capital Management, L.P. |
San Francisco, CA |
Q1 2025
|
2
|
$290 M
|
| Truffle Hound Capital, LLC |
Bethesda, MD |
Q1 2025
|
53
|
$280 M
|
| TRU INDEPENDENCE ASSET MANAGEMENT 2, LLC |
Portland, OR |
Q1 2025
|
90
|
$130 M
|
| tru Independence LLC |
Portland, OR |
Q1 2025
|
111
|
$320 M
|
| TRUIST FINANCIAL CORP |
Charlotte, NC |
Q1 2025
|
4,983
|
$63 B
|
| TruNorth Capital Management, LLC |
Kalamazoo, MI |
Q1 2025
|
435
|
$400 M
|
| Trust Asset Management LLC |
Houston, TX |
Q1 2025
|
219
|
$1.2 B
|
| Trust Co |
Manhattan, KS |
Q1 2025
|
446
|
$840 M
|
| TRUSTCO BANK CORP N Y |
Albany, NY |
Q1 2025
|
128
|
$92 M
|
| Trust Co of Kansas |
Wichita, KS |
Q1 2025
|
56
|
$190 M
|
| TRUST CO OF OKLAHOMA |
Tulsa, OK |
Q1 2025
|
179
|
$290 M
|
| Trust Co of Tennessee |
Knoxville, TN |
Q1 2025
|
7
|
$400 M
|
| Trust CO of the Ozarks |
Springfield, MO |
Q3 2015
|
303
|
$290 M
|
| Trust Co of the South |
Greensboro, NC |
Q1 2025
|
128
|
$480 M
|
| TRUST CO OF TOLEDO NA /OH/ |
Holland, OH |
Q1 2025
|
346
|
$760 M
|
| TRUST CO OF VERMONT |
Brattleboro, VT |
Q1 2025
|
1,311
|
$2.0 B
|
| TRUSTCORE FINANCIAL SERVICES, LLC |
Brentwood, TN |
Q4 2022
|
1,042
|
$1.1 B
|
| TRUST DEPARTMENT MB FINANCIAL BANK N A |
Rosemont, IL |
Q1 2019
|
480
|
$820 M
|
| Trustees of Columbia University in the City of New York |
New York, NY |
Q1 2025
|
10
|
$630 M
|
| Trustees of Dartmouth College |
Hanover, NH |
Q1 2025
|
5
|
$350 M
|
| TRUSTEES OF GENERAL ELECTRIC PENSION TRUST |
Stamford, CT |
Q3 2023
|
2
|
$250 M
|
| Trustees of Princeton University |
Princeton, NJ |
Q4 2023
|
3
|
$7.8 k
|
| Trustees of the Smith College |
Northampton, MA |
Q3 2024
|
2
|
$18 M
|
| TRUSTEES OF THE UNIVERSITY OF PENNSYLVANIA |
Philadelphia, PA |
Q3 2024
|
3
|
$28 M
|
| TRUST & FIDUCIARY MANAGEMENT SERVICES INC |
Boston, MA |
Q4 2015
|
38
|
$130 M
|
| Trust Investment Advisors |
Indianapolis, IN |
Q1 2025
|
118
|
$160 M
|
| TRUSTMARK NATIONAL BANK TRUST DEPARTMENT |
Jackson, MS |
Q1 2025
|
371
|
$1.3 B
|
| TRUST POINT INC. |
La Crosse, WI |
Q1 2025
|
589
|
$1.1 B
|
| Trutina Financial LLC |
Bellevue, WA |
Q4 2016
|
58
|
$77 M
|
| Truvestments Capital LLC |
Sarasota, FL |
Q1 2025
|
1,030
|
$460 M
|
| Truvvo Partners LLC |
New York, NY |
Q3 2022
|
11
|
$5.2 M
|
| TruWealth Advisors, LLC |
Metairie, LA |
Q1 2025
|
158
|
$1.7 B
|
| Truxt Investmentos Ltda. |
Rio De Janeiro, Brazil |
Q4 2024
|
22
|
$62 M
|
| TRV GP III, LLC |
Boston, MA |
Q4 2023
|
1
|
$6.1 M
|
| TRV GP II, LLC |
Boston, MA |
Q3 2022
|
1
|
$1.3 M
|
| TRV GP IV, LLC |
Boston, MA |
Q1 2025
|
3
|
$93 M
|
| TRV GP, LLC |
Boston, MA |
Q3 2021
|
1
|
$0
|
| TRV GP VI, LLC |
Boston, MA |
Q1 2025
|
4
|
$42 M
|
| TRV GP V, LLC |
Boston, MA |
Q1 2025
|
4
|
$130 M
|
| Trybe Capital Management LP |
Greenwich, CT |
Q1 2025
|
9
|
$380 M
|
| Tsai Capital Corp |
New York, NY |
Q1 2025
|
26
|
$120 M
|
| TSA Wealth Managment LLC |
Houston, TX |
Q1 2025
|
72
|
$250 M
|
| TSFG, LLC |
Lake Forest, IL |
Q1 2025
|
857
|
$490 M
|
| TSG6 MANAGEMENT L.L.C. |
San Francisco, CA |
Q3 2018
|
1
|
$0
|
| TSG Consumer Partners LP |
Larkspur, CA |
Q1 2025
|
1
|
$140 M
|
| TSP Capital Management Group, LLC |
Summit, NJ |
Q1 2025
|
46
|
$300 M
|
| TT Capital Management LLC |
Coto De Caza, CA |
Q1 2025
|
68
|
$120 M
|
| TT INTERNATIONAL |
London, United Kingdom |
Q3 2020
|
60
|
$1.9 B
|
| TT International Asset Management LTD |
London, United Kingdom |
Q1 2025
|
54
|
$670 M
|
| TTP Investments, Inc. |
San Jose, CA |
Q1 2025
|
37
|
$240 M
|
| TUCKER ASSET MANAGEMENT LLC |
Littleton, CO |
Q4 2024
|
1,601
|
$940 M
|
| Tudor Financial Inc. |
Dayton, OH |
Q1 2025
|
135
|
$170 M
|
| TUDOR INVESTMENT CORP ET AL |
Stamford, CT |
Q1 2025
|
2,975
|
$30 B
|
| Tufton Capital Management |
Hunt Valley, MD |
Q1 2025
|
120
|
$520 M
|
| TUKMAN GROSSMAN CAPITAL MANAGEMENT INC |
Larkspur, CA |
Q3 2017
|
17
|
$130 M
|
| Tull Financial Group, Inc. |
Chesapeake, VA |
Q4 2024
|
28
|
$170 M
|
| Tumwater Wealth Management, LLC |
Boise, ID |
Q1 2025
|
32
|
$190 M
|
| Turim 21 Investimentos Ltda. |
Rio De Janeiro, Brazil |
Q1 2025
|
81
|
$370 M
|
| Turiya Advisors Asia Ltd |
Hong Kong |
Q1 2025
|
1
|
$65 M
|
| TURNER INVESTMENTS LLC |
Berwyn, PA |
Q3 2018
|
1
|
$130 k
|
| Turning Point Benefit Group, Inc. |
Frederick, MD |
Q1 2025
|
66
|
$110 M
|
| TURTLE CREEK ASSET MANAGEMENT INC. |
Toronto, Ontario, Canada |
Q1 2025
|
38
|
$3.6 B
|
| Turtle Creek Wealth Advisors, LLC |
Dallas, TX |
Q1 2025
|
118
|
$670 M
|
| Tuscan Ridge Asset Management LLC |
Chicago, IL |
Q4 2019
|
369
|
$980 M
|
| Tuttle Capital Management, LLC |
Riverside, CT |
Q1 2025
|
58
|
$23 M
|
| T Ventures Management Co, Ltd. |
Sydney, Australia |
Q4 2021
|
2
|
$240 M
|
| TVL Management Corp |
Menlo Park, CA |
Q3 2023
|
2
|
$1.8 M
|
| TVR Capital Management LP |
Stamford, CT |
Q2 2019
|
7
|
$16 M
|
| Tweedy, Browne Co LLC |
Stamford, CT |
Q1 2025
|
59
|
$1.1 B
|
| Twele Capital Management, Inc. |
Minnetonka, MN |
Q1 2025
|
39
|
$470 M
|
| Twelve Points Wealth Management LLC |
Concord, MA |
Q1 2025
|
176
|
$370 M
|
| Twenty Acre Capital LP |
Newtown, PA |
Q1 2025
|
18
|
$130 M
|
| TWINBEECH CAPITAL LP |
Purchase, NY |
Q1 2025
|
680
|
$5.5 B
|
| TWIN CAPITAL MANAGEMENT INC |
Mcmurray, PA |
Q1 2025
|
291
|
$860 M
|
| TWIN CITY PRIVATE WEALTH, LLC |
Winston Salem, NC |
Q1 2025
|
94
|
$110 M
|
| TWIN FOCUS CAPITAL PARTNERS, LLC |
Boston, MA |
Q1 2025
|
154
|
$640 M
|
| Twin Lakes Capital Management, LLC |
Redwood Shores, CA |
Q4 2024
|
241
|
$160 M
|
| Twin Lions Management LLC |
Stamford, CT |
Q1 2025
|
7
|
$100 M
|
| TWIN PEAKS WEALTH ADVISORS, LLC |
Burlingame, CA |
Q1 2025
|
140
|
$220 M
|
| Twin Securities, Inc. |
New York, NY |
Q1 2025
|
18
|
$190 M
|
| Twin Tree Management, LP |
Dallas, TX |
Q1 2025
|
1,515
|
$53 B
|
| Two Creeks Capital Management, LP |
New York, NY |
Q1 2025
|
23
|
$1.6 B
|
| Two Point Capital Management, Inc. |
Pittsford, NY |
Q4 2024
|
26
|
$280 M
|
| Two Seas Capital LP |
Rye, NY |
Q1 2025
|
31
|
$3.2 B
|
| TWO SIGMA ADVISERS, LP |
New York, NY |
Q1 2025
|
2,360
|
$44 B
|
| TWO SIGMA INVESTMENTS, LP |
New York, NY |
Q1 2025
|
3,162
|
$47 B
|
| TWO SIGMA SECURITIES, LLC |
New York, NY |
Q1 2025
|
1,395
|
$660 M
|
| Two Sigma Ventures, LP |
New York, NY |
Q3 2022
|
1
|
$9.6 M
|
| Two Star Manager LLC |
Omaha, NE |
Q1 2025
|
15
|
$210 M
|
| Two West Capital Advisors LLC |
Overland Park, KS |
Q1 2025
|
79
|
$120 M
|
| TYBOURNE CAPITAL MANAGEMENT (HK) LTD |
Hong Kong |
Q1 2025
|
5
|
$24 M
|
| Tyche Wealth Partners LLC |
Plano, TX |
Q1 2025
|
297
|
$460 M
|
| Tyers Asset Management LLC |
Austin, TX |
Q3 2019
|
999
|
$3.0 B
|
| Tygh Capital Management, Inc. |
Portland, OR |
Q4 2021
|
87
|
$780 M
|
| Tyler-Stone Wealth Management |
Beachwood, OH |
Q1 2025
|
318
|
$560 M
|
| TYNDALL CAPITAL PARTNERS L P |
New York, NY |
Q1 2025
|
1
|
$410 k
|
| Tyrian Investments, L.P. |
New York, NY |
Q4 2016
|
1
|
$0
|
| Tyro Capital Management LLC |
Miami, FL |
Q1 2025
|
14
|
$270 M
|
| Tyrus Capital S.A.M. |
Monaco |
Q3 2023
|
27
|
$11 M
|
| Tyvor Capital LLC |
Oak Brook, IL |
Q3 2019
|
1
|
$0
|