UBP Investment Advisors SA |
Geneva, Switzerland |
Q3 2022
|
80
|
$190 M
|
UBS AG |
Stamford, CT |
Q3 2014
|
15,317
|
$140 B
|
UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC |
Chicago, IL |
Q3 2024
|
19,362
|
$390 B
|
UBS Group AG |
Zurich, Switzerland |
Q3 2024
|
22,560
|
$460 B
|
UDINE WEALTH MANAGEMENT, INC. |
Boca Raton, FL |
Q3 2024
|
28
|
$140 M
|
UG Investment Advisers Ltd. |
Taipei, Taiwan |
Q3 2024
|
11
|
$270 M
|
Ulland Investment Advisors, LLC |
Minneapolis, MN |
Q3 2024
|
205
|
$140 M
|
Ullmann Wealth Partners Group, LLC |
Jacksonville Beach, FL |
Q3 2024
|
132
|
$770 M
|
Ulrich Consultants & Investment Group, LLC |
Albuquerque, NM |
Q2 2023
|
24
|
$41 M
|
Ulys, L.L.C. |
New York, NY |
Q1 2021
|
1
|
$25 M
|
Ulysses Management LLC |
New York, NY |
Q3 2024
|
51
|
$1.1 B
|
UMB Bank, n.a. |
Kansas City, MO |
Q3 2024
|
3,032
|
$6.4 B
|
Umpqua Bank |
Lake Oswego, OR |
Q3 2024
|
276
|
$270 M
|
UNC Management Company, Inc. |
Chapel Hill, NC |
Q3 2024
|
2
|
$620 M
|
Uncommon Cents Investing LLC |
Janesville, WI |
Q3 2024
|
444
|
$360 M
|
Unconventional Investor, LLC |
Portsmouth, NH |
Q3 2024
|
34
|
$160 M
|
UNDERHILL INVESTMENT MANAGEMENT LLC |
Greenbrae, CA |
Q1 2019
|
20
|
$190 M
|
Unicom Capital LLC |
Denver, CO |
Q3 2024
|
1
|
$0
|
Unified Trust Company, N.A. |
Lexington, KY |
Q3 2021
|
83
|
$340 M
|
Unigestion Holding SA |
Geneva, Switzerland |
Q3 2024
|
344
|
$2.1 B
|
UNIO CAPITAL LLC |
Princeton, NJ |
Q3 2024
|
35
|
$250 M
|
Union Bancaire Privee Asset Management LLC |
New York, NY |
Q1 2021
|
37
|
$190 M
|
Union Heritage Capital, LLC |
Bloomfield Hills, MI |
Q2 2023
|
52
|
$180 M
|
Union Investments & Development Ltd. |
Tel Aviv, Israel |
Q3 2024
|
30
|
$17 M
|
Union Point Advisors, LLC |
San Mateo, CA |
Q2 2015
|
1
|
$0
|
UNION SAVINGS BANK |
Litchfield, CT |
Q3 2024
|
389
|
$200 M
|
Union Square GP 2004, L.L.C. |
New York, NY |
Q3 2016
|
1
|
$0
|
Union Square GP 2008, L.L.C. |
New York, NY |
Q3 2019
|
1
|
$0
|
Union Square Opportunity GP, L.L.C. |
New York, NY |
Q3 2016
|
1
|
$0
|
Union Square Park Capital Management, LLC |
New York, NY |
Q3 2024
|
34
|
$140 M
|
UNIONVIEW, LLC |
Seattle, WA |
Q3 2024
|
95
|
$130 M
|
Uniplan Investment Counsel, Inc. |
Milwaukee, WI |
Q3 2024
|
132
|
$1.1 B
|
Uniplan Real Estate Advisors, Inc. |
Union Grove, WI |
Q3 2018
|
1
|
$0
|
UNIQUE WEALTH, LLC |
Clearwater, FL |
Q3 2024
|
121
|
$440 M
|
Unique Wealth Strategies, LLC |
Burr Ridge, IL |
Q2 2024
|
673
|
$210 M
|
Unison Advisors LLC |
Washington, DC |
Q3 2024
|
179
|
$830 M
|
Unison Asset Management LLC |
North Miami Beach, FL |
Q3 2024
|
35
|
$210 M
|
Unisphere Establishment |
Vaduz, Liechtenstein |
Q3 2024
|
60
|
$11 B
|
UniSuper Management Pty Ltd |
Melbourne, Victoria, Australia |
Q3 2024
|
718
|
$13 B
|
United Advisor Group, LLC |
Cincinnati, OH |
Q3 2024
|
342
|
$440 M
|
United American Securities Inc. (d/b/a UAS Asset Management) |
New York, NY |
Q3 2024
|
11
|
$410 M
|
United Asset Strategies, Inc. |
Garden City, NY |
Q3 2024
|
237
|
$1.1 B
|
UNITED BANK |
Vienna, VA |
Q3 2024
|
262
|
$860 M
|
United Bank |
Zebulon, GA |
Q3 2024
|
103
|
$220 M
|
UNITED BANK, INC. |
Parkersburg, WV |
Q3 2017
|
214
|
$250 M
|
UNITED CAPITAL FINANCIAL ADVISORS, LLC |
Irving, TX |
Q3 2024
|
1,060
|
$12 B
|
United Capital Management of KS, Inc. |
Salina, KS |
Q3 2024
|
83
|
$460 M
|
United Community Bank |
Greenville, SC |
Q3 2024
|
361
|
$260 M
|
United Fire Group Inc |
Cedar Rapids, IA |
Q4 2023
|
21
|
$55 M
|
United Income, Inc. |
Washington, DC |
Q3 2019
|
198
|
$430 M
|
UNITED MARITIME CAPITAL LLC |
New York, NY |
Q3 2022
|
26
|
$15 M
|
UNITED SERVICES AUTOMOBILE ASSOCIATION |
San Antonio, TX |
Q3 2024
|
380
|
$3.9 B
|
UNITED STATES STEEL & CARNEGIE PENSION FUND |
New York, NY |
Q3 2017
|
50
|
$2.2 B
|
United Super Pty Ltd in its capacity as Trustee for the Construction & Building Unions Superannuation Fund |
Melbourne, Australia |
Q3 2024
|
46
|
$2.5 B
|
UNIVERSITY OF CHICAGO |
Chicago, IL |
Q3 2024
|
5
|
$120 M
|
University of Illinois Foundation |
Champaign, IL |
Q3 2024
|
3
|
$270 M
|
University of Maryland Foundation, Inc. |
Adelphi, MD |
Q3 2024
|
7
|
$140 M
|
University of Massachusetts Foundation, Inc. |
Newton, MA |
Q3 2024
|
4
|
$230 M
|
UNIVERSITY OF NOTRE DAME DU LAC |
South Bend, IN |
Q3 2024
|
1
|
$67 M
|
University of Pittsburgh - Of the Commonwealth System of Higher Education |
Pittsburgh, PA |
Q3 2024
|
2
|
$110 M
|
University of Southern California |
Los Angeles, CA |
Q3 2014
|
1
|
$0
|
University of Tennessee |
Knoxville, TN |
Q4 2019
|
1
|
$38 M
|
UNIVERSITY OF TEXAS/TEXAS AM INVESTMENT MANAGEMENT CO |
Austin, TX |
Q3 2024
|
162
|
$620 M
|
University of Wisconsin Foundation |
Madison, WI |
Q3 2024
|
7
|
$150 M
|
UNIVEST FINANCIAL Corp |
Souderton, PA |
Q3 2024
|
455
|
$1.5 B
|
Unterberg Capital LLC |
New York, NY |
Q3 2018
|
18
|
$78 M
|
UNTITLED INVESTMENTS LP |
New York, NY |
Q3 2024
|
17
|
$450 M
|
Upfront Ventures Management, LLC |
Santa Monica, CA |
Q4 2023
|
1
|
$12 k
|
Upper Left Wealth Management, LLC |
Tampa, FL |
Q3 2024
|
59
|
$110 M
|
UP STRATEGIC WEALTH INVESTMENT ADVISORS LLC |
Pittsburgh, PA |
Q3 2024
|
79
|
$89 M
|
Urban Financial Advisory Corp |
Chicago, IL |
Q3 2024
|
49
|
$180 M
|
Urban Wealth Management, LLC |
El Segundo, CA |
Q2 2022
|
382
|
$30 M
|
Ursa Fund Management, LLC |
Danville, CA |
Q3 2024
|
17
|
$76 M
|
USAdvisors Wealth Management, LLC |
Eden Prairie, MN |
Q3 2024
|
129
|
$290 M
|
USA FINANCIAL FORMULAS |
Ada, MI |
Q3 2024
|
256
|
$640 M
|
USA MUTUALS ADVISORS, INC. |
Dallas, TX |
Q4 2020
|
12
|
$55 M
|
US Asset Management LLC |
Pittsburgh, PA |
Q3 2024
|
111
|
$110 M
|
US BANCORP \DE\ |
Minneapolis, MN |
Q3 2024
|
9,691
|
$78 B
|
U.S. Capital Wealth Advisors, LLC |
Austin, TX |
Q3 2024
|
704
|
$2.8 B
|
USCA RIA LLC |
Houston, TX |
Q2 2021
|
570
|
$1.6 B
|
USCF Advisers LLC |
Walnut Creek, CA |
Q3 2024
|
22
|
$1.0 M
|
US FINANCIAL ADVISORS, LLC |
Braintree, MA |
Q3 2024
|
88
|
$320 M
|
US Global Investors Funds |
San Antonio, TX |
Q4 2013
|
442
|
$560 M
|
U S GLOBAL INVESTORS INC |
San Antonio, TX |
Q3 2024
|
169
|
$1.0 B
|
USS Investment Management Ltd |
London, United Kingdom |
Q3 2024
|
535
|
$14 B
|
Utah Peaks Capital Inc |
Park City, UT |
Q2 2023
|
1
|
$0
|
Utah Retirement Systems |
Salt Lake City, UT |
Q3 2024
|
986
|
$8.9 B
|