| WADDELL & ASSOCIATES, LLC |
Memphis, TN |
Q1 2025
|
159
|
$820 M
|
| WADDELL & REED FINANCIAL INC |
Shawnee Mission, KS |
Q1 2021
|
477
|
$49 B
|
| Wade Financial Advisory, Inc |
Campbell, CA |
Q1 2025
|
76
|
$290 M
|
| WADE G W & INC |
Wellesley, MA |
Q4 2023
|
417
|
$3.1 B
|
| W ADVISORS, LLC |
Germantown, TN |
Q1 2025
|
206
|
$160 M
|
| WAFRA INC. |
New York, NY |
Q1 2025
|
2
|
$150 M
|
| Wagner Wealth Management, LLC |
Greenville, SC |
Q1 2025
|
243
|
$400 M
|
| Wahed Invest LLC |
New York, NY |
Q1 2025
|
223
|
$580 M
|
| Wakefield Asset Management LLLP |
Englewood, CO |
Q1 2025
|
197
|
$330 M
|
| WALDEN WEALTH PARTNERS LLC |
Beachwood, OH |
Q2 2024
|
87
|
$180 M
|
| Waldron Private Wealth LLC |
Bridgeville, PA |
Q1 2025
|
293
|
$2.1 B
|
| Walgreens Boots Alliance, Inc. |
Deerfield, IL |
Q1 2025
|
2
|
$3.1 B
|
| Walker Asset Management, LLC |
Springfield, MO |
Q1 2025
|
139
|
$160 M
|
| Walker Financial Services, Inc. |
Bowling Green, KY |
Q1 2025
|
31
|
$190 M
|
| Walkner Condon Financial Advisors LLC |
Madison, WI |
Q1 2025
|
267
|
$490 M
|
| Wallace Advisory Group, LLC |
Lafayette, CA |
Q1 2025
|
187
|
$140 M
|
| Wallace Capital Management Inc. |
Dallas, TX |
Q1 2025
|
83
|
$780 M
|
| Wallace Hart LLC |
Lexington, KY |
Q1 2025
|
32
|
$40 M
|
| Wall Capital Group, Inc. |
Phoenix, AZ |
Q4 2023
|
23
|
$88 M
|
| WALLED LAKE PLANNING & WEALTH MANAGEMENT, LLC |
Winnetka, IL |
Q1 2025
|
133
|
$280 M
|
| WALLER FINANCIAL PLANNING GROUP, INC |
Columbus, OH |
Q1 2025
|
72
|
$360 M
|
| Walleye Capital LLC |
New York, NY |
Q1 2025
|
4,157
|
$22 B
|
| Walleye Trading LLC |
New York, NY |
Q1 2025
|
3,978
|
$43 B
|
| Wallington Asset Management, LLC |
Indianapolis, IN |
Q1 2025
|
94
|
$690 M
|
| WALL STREET ASSOCIATES |
La Jolla, CA |
Q4 2016
|
203
|
$150 M
|
| Wall Street Financial Group, Inc. |
Carlinville, IL |
Q1 2025
|
41
|
$96 M
|
| Walmart Inc. |
Bentonville, AR |
Q1 2025
|
2
|
$310 M
|
| Walnut Level Capital LLC |
Denver, CO |
Q1 2025
|
43
|
$200 M
|
| WALNUT PRIVATE EQUITY PARTNERS, LLC |
Omaha, NE |
Q1 2025
|
13
|
$180 M
|
| WALTER & KEENAN WEALTH MANAGEMENT LLC /IN/ /ADV |
Souh Bend, IN |
Q1 2025
|
149
|
$330 M
|
| Walter Public Investments Inc. |
Westmount, Canada |
Q1 2025
|
43
|
$540 M
|
| Walthausen & Co., LLC |
Malta, NY |
Q3 2022
|
95
|
$120 M
|
| Wambolt & Associates, LLC |
Littleton, CO |
Q1 2025
|
170
|
$290 M
|
| Waratah Capital Advisors Ltd. |
Toronto, Ontario, Canada |
Q1 2025
|
171
|
$3.7 B
|
| Warberg Asset Management LLC |
Winnetka, IL |
Q1 2025
|
191
|
$610 M
|
| Warburg Pincus & Co. |
Ny, NY |
Q3 2015
|
12
|
$7.9 B
|
| WARBURG PINCUS LLC |
New York, NY |
Q1 2025
|
6
|
$1.3 B
|
| Warburton Capital Management, LLC |
Tulsa, OK |
Q1 2025
|
49
|
$140 M
|
| Warlander Asset Management, LP |
New York, NY |
Q3 2019
|
2
|
$110 M
|
| Warm Springs Advisors Inc. |
Larkspur, CA |
Q4 2024
|
50
|
$110 M
|
| WARNER FINANCIAL, INC |
Bethesda, MD |
Q1 2025
|
114
|
$230 M
|
| Warren Street Wealth Advisors, LLC |
Newport Beach, CA |
Q1 2025
|
112
|
$260 M
|
| Warther Private Wealth, LLC |
Akron, OH |
Q1 2025
|
66
|
$300 M
|
| Warwick Investment Management, Inc. |
Bryan, TX |
Q1 2025
|
111
|
$480 M
|
| WASATCH ADVISORS LP |
Salt Lake City, UT |
Q1 2025
|
234
|
$18 B
|
| WASHBURN CAPITAL MANAGEMENT, INC. |
Vero Beach, FL |
Q1 2025
|
50
|
$150 M
|
| WASHINGTON CAPITAL MANAGEMENT, INC |
Seattle, WA |
Q1 2025
|
109
|
$120 M
|
| WASHINGTON GROWTH STRATEGIES LLC |
Washington, DC |
Q1 2025
|
43
|
$110 k
|
| Washington Harbour Partners LP |
Arlington, VA |
Q1 2025
|
24
|
$35 M
|
| WASHINGTON STATE INVESTMENT BOARD |
Olympia, WA |
Q1 2025
|
2
|
$260 M
|
| Washington Trust Advisors, Inc. |
Wellesley, MA |
Q1 2025
|
773
|
$1.1 B
|
| Washington Trust Bank |
Spokane, WA |
Q1 2025
|
345
|
$1.0 B
|
| WASHINGTON TRUST Co |
Westerly, RI |
Q1 2025
|
1,181
|
$2.6 B
|
| WASHINGTON UNIVERSITY |
St Louis, MO |
Q1 2025
|
2
|
$110 M
|
| Wasserstein Debt Opportunities Management, L.P. |
New York, NY |
Q1 2025
|
1
|
$71 M
|
| Watchman Group, Inc. |
Plano, TX |
Q1 2025
|
80
|
$360 M
|
| Watchtower Advisors, LP |
Old Greenwich, CT |
Q1 2025
|
15
|
$140 M
|
| Water Asset Management LLC |
New York, NY |
Q4 2019
|
17
|
$44 M
|
| Waterfall Asset Management, LLC |
New York, NY |
Q1 2025
|
6
|
$190 M
|
| Waterford Advisors, LLC |
Orchard Park, NY |
Q1 2025
|
51
|
$240 M
|
| Waterfront Capital Partners, LLC |
New York, NY |
Q1 2025
|
34
|
$580 M
|
| Waterfront Wealth Inc. |
Overland Park, KS |
Q1 2025
|
257
|
$410 M
|
| WATER ISLAND CAPITAL LLC |
New York, NY |
Q1 2025
|
84
|
$760 M
|
| Waterloo Capital, L.P. |
Austin, TX |
Q1 2025
|
390
|
$1.1 B
|
| Watermark Asset Management, Inc. |
San Ramon, CA |
Q4 2018
|
294
|
$220 M
|
| Water Oak Advisors LLC |
Winter Park, FL |
Q3 2020
|
17
|
$160 M
|
| Watershed Asset Management, L.L.C. |
San Francisco, CA |
Q4 2023
|
118
|
$86 M
|
| WATERSHED PRIVATE WEALTH LLC |
Oak Brook, IL |
Q1 2025
|
111
|
$250 M
|
| WATERS PARKERSON & CO., LLC |
New Orleans, LA |
Q1 2025
|
183
|
$1.9 B
|
| Waterstone Capital Management, L.P. |
St. Louis Park, MN |
Q4 2019
|
8
|
$99 M
|
| Waterton Global Resource Management, Inc. |
Toronto, Ontario, Canada |
Q3 2024
|
1
|
$0
|
| Waterway Wealth Management, LLC |
The Woodlands, TX |
Q1 2025
|
78
|
$240 M
|
| Watson Rebecca |
Hanover, NH |
Q3 2020
|
81
|
$170 M
|
| Watts Gwilliam & Co., LLC |
Gilbert, AZ |
Q1 2025
|
227
|
$460 M
|
| Wavelength Asset Management LLC |
New York, NY |
Q3 2015
|
14
|
$31 M
|
| Wavelength Capital Management, LLC |
Westport, CT |
Q3 2023
|
15
|
$86 M
|
| Waverly Advisors, LLC |
Birmingham, AL |
Q1 2025
|
1,171
|
$8.2 B
|
| Waverton Investment Management Ltd |
London, United Kingdom |
Q1 2025
|
102
|
$6.5 B
|
| Waycross Investment Management Co |
Bellingham, WA |
Q1 2025
|
38
|
$89 M
|
| WAYCROSS PARTNERS, LLC |
Louisville, KY |
Q1 2025
|
63
|
$890 M
|
| Wayfinding Financial, LLC |
Lynnwood, WA |
Q1 2025
|
741
|
$230 M
|
| Waypoint Capital Advisors, LLC |
Minneapolis, MN |
Q3 2024
|
127
|
$470 M
|
| waypoint wealth counsel |
Atlanta, GA |
Q1 2025
|
189
|
$160 M
|
| Waypoint Wealth Partners Inc. |
Mill Valley, CA |
Q1 2025
|
70
|
$360 M
|
| Wayzata Investment Partners LLC |
Wayzata, MN |
Q3 2018
|
2
|
$71 M
|
| WBH ADVISORY INC |
Baltimore, MD |
Q1 2025
|
325
|
$1.1 B
|
| WBI INVESTMENTS, LLC |
Red Bank, NJ |
Q1 2025
|
315
|
$380 M
|
| W Capital Management, LLC |
New York, NY |
Q1 2024
|
4
|
$100 M
|
| WCG Management, L.P. |
New York, NY |
Q2 2016
|
1
|
$0
|
| WCG Wealth Advisors LLC |
Las Vegas, NV |
Q1 2025
|
284
|
$1.3 B
|
| WCM INVESTMENT MANAGEMENT, LLC |
Laguna Beach, CA |
Q1 2025
|
278
|
$39 B
|
| WC Walker & Associates, Inc. |
Fullerton, CA |
Q4 2022
|
70
|
$190 M
|
| WD RUTHERFORD LLC |
Portland, OR |
Q1 2025
|
73
|
$190 M
|
| WEALTH ADVISORS, INC. |
Rancho Santa Fe, CA |
Q3 2023
|
67
|
$220 M
|
| Wealth Advisors Northwest LLC |
Portland, OR |
Q1 2025
|
55
|
$160 M
|
| Wealth Advisors of Iowa, LLC |
West Des Moines, IA |
Q1 2025
|
74
|
$230 M
|
| Wealth Advisors of Tampa Bay, LLC |
Tampa, FL |
Q1 2025
|
150
|
$250 M
|
| Wealth Advisory Solutions, LLC |
Indiianapolis, IN |
Q1 2025
|
136
|
$380 M
|
| Wealth Alliance Advisory Group, LLC |
Wichita, KS |
Q1 2025
|
196
|
$480 M
|
| WEALTH ALLIANCE, LLC |
Mellville, NY |
Q1 2025
|
516
|
$830 M
|
| Wealth Architects, LLC |
Mountain View, CA |
Q1 2025
|
229
|
$910 M
|
| WealthBridge Capital Management, LLC |
Westerville, OH |
Q1 2025
|
201
|
$350 M
|
| WealthBridge Investment Counsel Inc. |
Calgary, Alberta |
Q1 2025
|
47
|
$270 M
|
| Wealthcare Advisory Partners LLC |
West Chester, PA |
Q1 2025
|
903
|
$3.7 B
|
| WEALTHCARE CAPITAL MANAGEMENT LLC |
Richmond, VA |
Q1 2025
|
89
|
$990 M
|
| Wealthcare Capital Partners, LLC |
West Chester, PA |
Q1 2025
|
128
|
$190 M
|
| WealthCare Investment Partners, LLC |
Portsmouth, RI |
Q1 2025
|
148
|
$240 M
|
| Wealth CMT |
Cherry Hill, NJ |
Q2 2023
|
10
|
$66 k
|
| WealthCollab, LLC |
Bellevue, WA |
Q1 2025
|
998
|
$160 M
|
| Wealth Dimensions Group, Ltd. |
Cincinnati, OH |
Q1 2025
|
161
|
$420 M
|
| WEALTHEDGE INVESTMENT ADVISORS, LLC |
New York, NY |
Q1 2025
|
178
|
$220 M
|
| WEALTH EFFECTS LLC |
Boston, MA |
Q1 2025
|
198
|
$240 M
|
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC |
Plymouth, MN |
Q1 2025
|
2,974
|
$52 B
|
| Wealth Enhancement & Preservation of GA, LLC |
Alpharetta, GA |
Q2 2023
|
48
|
$100 M
|
| Wealth Forward, LLC |
Fargo, ND |
Q1 2025
|
31
|
$140 M
|
| Wealthfront Advisers LLC |
Palo Alto, CA |
Q1 2025
|
934
|
$37 B
|
| WEALTHFRONT Corp |
Redwood City, CA |
Q3 2018
|
511
|
$10 B
|
| WEALTHGARDEN F.S. LLC |
El Segundo, CA |
Q1 2025
|
124
|
$100 M
|
| Wealthgate Family Office, LLC |
Boulder, CO |
Q3 2024
|
14
|
$36 M
|
| Wealth Group Ltd |
Eden Prairie, MN |
Q1 2025
|
66
|
$340 M
|
| Wealth Group, Ltd. |
Raleigh, NC |
Q1 2025
|
157
|
$150 M
|
| Wealth High Governance Capital Ltda |
Sao Paulo, Brazil |
Q1 2025
|
26
|
$150 M
|
| Wealth Management Nebraska |
Norfolk, NE |
Q1 2025
|
74
|
$660 M
|
| Wealth Management Partners, LLC |
Tucson, AZ |
Q1 2025
|
114
|
$220 M
|
| WEALTH MANAGEMENT RESOURCES, INC. |
Smithfield, RI |
Q1 2025
|
33
|
$280 M
|
| Wealth Management Solutions, LLC |
Exton, PA |
Q3 2023
|
82
|
$150 M
|
| Wealth Management Strategies, Inc. |
Pittsburgh, PA |
Q1 2025
|
36
|
$150 M
|
| WealthNavi Inc. |
Shinagawa Ku, Tokyo, Japan |
Q1 2025
|
10
|
$9.0 B
|
| WealthOne, LLC |
Albany, NY |
Q3 2023
|
85
|
$250 M
|
| Wealth & Pension Services Group, Inc. |
Atlanta, GA |
Q3 2019
|
121
|
$140 M
|
| WealthPlan Investment Management, LLC |
Omaha, NE |
Q1 2025
|
328
|
$1.0 B
|
| WealthPLAN Partners, LLC |
Omaha, NE |
Q1 2025
|
303
|
$710 M
|
| Wealth Preservation Advisors, LLC |
Chattanooga, TN |
Q1 2025
|
684
|
$140 M
|
| Wealth Quarterback LLC |
Toms River, NJ |
Q1 2025
|
124
|
$180 M
|
| Wealthquest Corp |
Cincinnati, OH |
Q1 2025
|
134
|
$1.2 B
|
| WealthShield, LLC |
Cary, NC |
Q4 2017
|
1
|
$0
|
| WealthShield Partners, LLC |
Cary, NC |
Q1 2025
|
533
|
$780 M
|
| Wealthsimple Inc. |
Toronto, Ontario, Canada |
Q3 2022
|
38
|
$2.7 B
|
| Wealthsimple US, Ltd. |
Brooklyn, NY |
Q1 2021
|
23
|
$170 M
|
| WEALTHSOURCE PARTNERS, LLC |
San Luis Obispo, CA |
Q4 2023
|
503
|
$1.5 B
|
| WEALTHSPAN PARTNERS, LLC |
Davenport, IA |
Q1 2025
|
113
|
$220 M
|
| Wealthspire Advisors, LLC |
New York, NY |
Q1 2025
|
921
|
$17 B
|
| Wealthspire Advisors, L.P. |
Potomac, MD |
Q3 2020
|
484
|
$2.8 B
|
| Wealthspring Capital LLC |
West Harrison, NY |
Q1 2025
|
90
|
$65 M
|
| WealthSpring Partners, LLC |
Long Beach, CA |
Q3 2023
|
1
|
$0
|
| Wealthstar Advisors, LLC |
Plano, TX |
Q1 2025
|
134
|
$220 M
|
| WealthStone, Inc. |
Columbus, OH |
Q1 2021
|
276
|
$290 M
|
| Wealthstream Advisors, Inc. |
New York, NY |
Q1 2025
|
164
|
$530 M
|
| Wealthstreet Investment Advisors, LLC |
Dallas, TX |
Q1 2022
|
71
|
$3.7 M
|
| WealthTrak Capital Management LLC |
Virginia Beach, VA |
Q1 2025
|
1,036
|
$120 M
|
| WealthTrust-Arizona, LLC |
Scottsdale, AZ |
Q4 2018
|
724
|
$170 M
|
| WealthTrust Asset Management, LLC |
Destin, FL |
Q1 2025
|
85
|
$130 M
|
| WealthTrust Axiom LLC |
Wayne, PA |
Q1 2025
|
255
|
$330 M
|
| WealthTrust Fairport, LLC |
Cleveland, OH |
Q1 2019
|
461
|
$1.1 B
|
| Wealth Watch Advisors, INC |
Englewood, CO |
Q1 2025
|
68
|
$120 M
|
| WEALTHY FOUNTAIN HOLDINGS INC |
Shanghai, China |
Q2 2018
|
1
|
$5.6 M
|
| WEATHERBIE CAPITAL, LLC |
Boston, MA |
Q4 2016
|
62
|
$800 M
|
| Weather Gauge Advisory, LLC |
Williamsburg, VA |
Q3 2021
|
75
|
$82 M
|
| WEATHERLY ASSET MANAGEMENT L. P. |
Del Mar, CA |
Q1 2025
|
179
|
$1.1 B
|
| Weatherstone Capital Management |
Denver, CO |
Q1 2019
|
84
|
$94 M
|
| Weaver Capital Management LLC |
Suwanee, GA |
Q1 2025
|
185
|
$380 M
|
| Weaver C. Barksdale & Associates, Inc. |
Nashville, TN |
Q1 2025
|
62
|
$100 M
|
| Weaver Consulting Group |
Huntington Beach, CA |
Q1 2025
|
222
|
$330 M
|
| WEBER ALAN W |
Armonk, NY |
Q4 2020
|
82
|
$340 M
|
| Webs Creek Capital Management LP |
Dallas, TX |
Q1 2025
|
17
|
$440 M
|
| WEBSTER BANK, N. A. |
Waterbury, CT |
Q1 2025
|
733
|
$910 M
|
| WEBSTERROGERS FINANCIAL ADVISORS, LLC |
Florence, SC |
Q1 2025
|
84
|
$290 M
|
| Wechter Feldman Wealth Management, Inc. |
Parsippany, NJ |
Q2 2021
|
23
|
$140 M
|
| WEDBUSH SECURITIES INC |
Los Angeles, CA |
Q1 2025
|
1,111
|
$2.7 B
|
| WEDGE CAPITAL MANAGEMENT L L P/NC |
Charlotte, NC |
Q1 2025
|
512
|
$5.2 B
|
| WEDGEWOOD INVESTORS INC /PA/ |
Erie, PA |
Q1 2025
|
97
|
$84 M
|
| WEDGEWOOD PARTNERS INC |
St Louis, MO |
Q1 2025
|
20
|
$500 M
|
| Wedmont Private Capital |
West Chester, PA |
Q1 2025
|
700
|
$2.0 B
|
| WEIK CAPITAL MANAGEMENT |
Wyomissing, PA |
Q1 2025
|
91
|
$250 M
|
| Weil Company, Inc. |
San Diego, CA |
Q1 2025
|
104
|
$340 M
|
| Weinberger Asset Management, Inc |
Los Angeles, CA |
Q1 2025
|
80
|
$230 M
|
| Weiss Asset Management LP |
Boston, MA |
Q1 2025
|
304
|
$5.0 B
|
| Weiss Multi-Strategy Advisers LLC |
New York, NY |
Q1 2024
|
1
|
$0
|
| Weitzel Financial Services, Inc. |
Dubuque, IA |
Q1 2025
|
38
|
$210 M
|
| WEITZ INVESTMENT MANAGEMENT, INC. |
Omaha, NE |
Q1 2025
|
45
|
$1.9 B
|
| Wela Strategies, Inc. |
Atlanta, GA |
Q1 2025
|
64
|
$240 M
|
| WELCH CAPITAL PARTNERS LLC/NY |
Harrison, NY |
Q1 2025
|
23
|
$420 M
|
| WELCH & FORBES LLC |
Boston, MA |
Q1 2025
|
370
|
$7.6 B
|
| Welch Group, LLC |
Birmingham, AL |
Q1 2025
|
266
|
$2.3 B
|
| Welch Investments, LLC |
Birmingham, AL |
Q4 2017
|
54
|
$160 M
|
| WELD CAPITAL MANAGEMENT LLC |
New York, NY |
Q3 2021
|
1
|
$0
|
| WELLCOME TRUST LTD (THE) as trustee of the WELLCOME TRUST |
London, United Kingdom |
Q1 2025
|
20
|
$8.0 B
|
| Well Done, LLC |
Holland, MI |
Q1 2025
|
178
|
$550 M
|
| Wellesley Asset Management |
Portsmouth, NH |
Q1 2025
|
61
|
$1.0 B
|
| Wellesley Investment Partners, LLC |
Wellesley, MA |
Q3 2020
|
103
|
$290 M
|
| WELLINGTON MANAGEMENT GROUP LLP |
Boston, MA |
Q1 2025
|
7,370
|
$520 B
|
| Wellington Shields Capital Management, LLC |
New York, NY |
Q1 2025
|
313
|
$550 M
|
| Wellington Shields & Co., LLC |
New York, NY |
Q1 2025
|
304
|
$320 M
|
| Wellington Wealth Strategies, LLC. |
Indianapolis, IN |
Q4 2024
|
68
|
$110 M
|
| WELLS FARGO & COMPANY/MN |
San Francisco, CA |
Q1 2025
|
17,507
|
$440 B
|
| Wells Financial Advisors INC |
Framingham, MA |
Q1 2025
|
77
|
$73 M
|
| Wellspring Financial Advisors, LLC |
Cleveland, OH |
Q1 2025
|
139
|
$900 M
|
| Wells Trecaso Financial Group, LLC |
Akron, OH |
Q1 2025
|
114
|
$300 M
|
| WENDELL DAVID ASSOCIATES INC |
Portsmouth, NH |
Q1 2025
|
151
|
$1.0 B
|
| Wendel SE |
Paris, France |
Q1 2025
|
1
|
$330 M
|
| Werba Rubin Papier Wealth Management |
San Jose, CA |
Q1 2025
|
192
|
$460 M
|
| Werlinich Asset Management, LLC |
Stamford, CT |
Q1 2025
|
59
|
$160 M
|
| Wernau Asset Management Inc. |
Gloucester, MA |
Q1 2025
|
49
|
$130 M
|
| WESBANCO BANK INC |
Wheeling, WV |
Q1 2025
|
1,199
|
$2.9 B
|
| WESCAP Management Group, Inc. |
Glendale, CA |
Q1 2025
|
97
|
$410 M
|
| Wescott Financial Advisory Group, LLC |
Philadelphia, PA |
Q1 2025
|
189
|
$960 M
|
| Wesleyan Assurance Society |
Birmingham, United Kingdom |
Q1 2025
|
107
|
$1.3 B
|
| WESLEY CAPITAL MANAGEMENT, LLC |
New York, NY |
Q3 2016
|
1
|
$0
|
| WESPAC Advisors, LLC |
Orinda, CA |
Q1 2025
|
153
|
$120 M
|
| WESPAC Advisors SoCal, LLC |
Pasadena, CA |
Q1 2025
|
103
|
$380 M
|
| WEST BANCORPORATION INC |
West Des Moines, IA |
Q1 2025
|
93
|
$150 M
|
| Westbourne Investment Advisors, Inc. |
Annapolis, MD |
Q1 2025
|
83
|
$280 M
|
| WESTBOURNE INVESTMENTS, INC. |
Alexandria, VA |
Q1 2025
|
136
|
$170 M
|
| West Branch Capital LLC |
Amherst, MA |
Q1 2025
|
530
|
$300 M
|
| WestBridge Capital Management, LLC |
Trianon, Mauritius |
Q1 2025
|
1
|
$180 M
|
| Westchester Capital Management, Inc. |
Omaha, NE |
Q1 2025
|
39
|
$400 M
|
| Westchester Capital Management, LLC |
Valhalla, NY |
Q1 2025
|
416
|
$1.9 B
|
| WEST COAST ASSET MANAGEMENT INC |
Montecito, CA |
Q3 2014
|
33
|
$54 M
|
| West Coast Financial LLC |
Santa Barbara, CA |
Q1 2025
|
162
|
$880 M
|
| WestEnd Advisors, LLC |
Charlotte, NC |
Q1 2025
|
362
|
$3.8 B
|
| Westend Capital Management, LLC |
Sausalito, CA |
Q1 2025
|
232
|
$260 M
|
| WESTERLY CAPITAL MANAGEMENT, LLC |
San Francisco, CA |
Q1 2025
|
38
|
$230 M
|
| Western Asset Management Company, LLC |
Pasadena, CA |
Q1 2025
|
10
|
$48 M
|
| WESTERN FINANCIAL Corp |
San Diego, CA |
Q3 2022
|
93
|
$140 M
|
| Western Financial Corp/CA |
San Diego, CA |
Q1 2025
|
121
|
$170 M
|
| Western Pacific Wealth Management, LP |
Lake Forest, IL |
Q1 2025
|
199
|
$110 M
|
| Western Standard LLC |
Los Angeles, CA |
Q1 2025
|
29
|
$170 M
|
| Western Wealth Management, LLC |
Golden, CO |
Q1 2025
|
678
|
$1.5 B
|
| WEST FACE CAPITAL INC. |
Toronto, Ontario, Canada |
Q3 2018
|
1
|
$17 M
|
| West Family Investments, Inc. |
Carlsbad, CA |
Q1 2025
|
272
|
$270 M
|
| WESTFIELD CAPITAL MANAGEMENT CO LP |
Boston, MA |
Q1 2025
|
244
|
$21 B
|
| West Financial Advisors, LLC |
Des Moines, IA |
Q1 2025
|
203
|
$530 M
|
| Westfuller Advisors, LLC |
New York, NY |
Q1 2025
|
98
|
$150 M
|
| Westhampton Capital, LLC |
Winston Salem, NC |
Q1 2025
|
114
|
$180 M
|
| WestHill Financial Advisors, Inc. |
San Rafael, CA |
Q1 2025
|
73
|
$440 M
|
| WEST MICHIGAN ADVISORS, LLC |
Holland, MI |
Q1 2025
|
212
|
$300 M
|
| Westmount Partners, LLC |
Los Angeles, CA |
Q1 2025
|
239
|
$330 M
|
| West Oak Capital, LLC |
Westlake Village, CA |
Q1 2025
|
320
|
$2.6 M
|
| WESTON CAPITAL MANAGEMENT INC |
Los Angeles, CA |
Q4 2013
|
38
|
$81 M
|
| Westover Capital Advisors, LLC |
Wilmington, DE |
Q1 2025
|
232
|
$450 M
|
| WESTPAC BANKING CORP |
Sydney, Australia |
Q1 2025
|
811
|
$1.4 B
|
| WEST PACES ADVISORS INC. |
Atlanta, GA |
Q1 2025
|
563
|
$440 M
|
| Westpark Management, LLC |
Plano, TX |
Q3 2022
|
7
|
$75 M
|
| WESTPORT ADVISERS LLC |
Westport, CT |
Q2 2016
|
38
|
$540 M
|
| WESTPORT ASSET MANAGEMENT INC |
Southport, CT |
Q1 2025
|
74
|
$210 M
|
| WESTPORT RESOURCES MANAGEMENT INC |
Westport, CT |
Q3 2016
|
569
|
$140 M
|
| WEST RIM CAPITAL ASSOCIATES II, L.P. |
Lehi, UT |
Q3 2023
|
1
|
$47 M
|
| Westshore Wealth, LLC |
Newport Beach, CA |
Q1 2025
|
94
|
$240 M
|
| Westside Investment Management, Inc. |
Santa Monica, CA |
Q1 2025
|
1,241
|
$470 M
|
| West Tower Group, LLC |
Richmond, VA |
Q1 2025
|
61
|
$38 M
|
| West Wealth Group, LLC |
Irvine, CA |
Q1 2025
|
96
|
$340 M
|
| Westwind Capital |
Las Cruces, NM |
Q1 2025
|
38
|
$400 M
|
| Westwood Global Investments, LLC |
Boston, MA |
Q1 2025
|
16
|
$1.6 B
|
| WESTWOOD HOLDINGS GROUP INC |
Dallas, TX |
Q1 2025
|
463
|
$13 B
|
| WESTWOOD MANAGEMENT CORP /IL/ |
Chicago, IL |
Q4 2023
|
28
|
$270 M
|
| Westwood Wealth Management |
Los Angeles, CA |
Q1 2025
|
45
|
$230 M
|
| WETZEL INVESTMENT ADVISORS, INC. |
Indianapolis, IN |
Q1 2025
|
122
|
$200 M
|
| WEXFORD CAPITAL LP |
Greenwich, CT |
Q1 2025
|
217
|
$380 M
|
| WEYBOSSET RESEARCH & MANAGEMENT LLC |
Providence, RI |
Q1 2025
|
34
|
$290 M
|
| Weyland Capital Management, LLC |
Portsmouth, NH |
Q2 2016
|
9
|
$94 M
|
| WFA Asset Management Corp |
Whitefish Bay, WI |
Q1 2025
|
235
|
$190 M
|
| WFA of San Diego, LLC |
San Diego, CA |
Q3 2024
|
421
|
$120 M
|
| WFG Advisors, LP |
Dallas, TX |
Q2 2017
|
1,674
|
$440 M
|
| WFM ASIA (BVI) Ltd |
Hong Kong |
Q1 2025
|
7
|
$900 M
|
| WGI DM, LLC |
Boston, MA |
Q1 2025
|
5
|
$710 M
|
| W.G. Shaheen & Associates DBA Whitney & Co |
Rochester, NY |
Q1 2025
|
134
|
$940 M
|
| Whalen Wealth Management Inc. |
Las Vegas, NV |
Q1 2025
|
117
|
$150 M
|
| Whale Rock Capital Management LLC |
Boston, MA |
Q1 2025
|
32
|
$5.8 B
|
| WHALEROCK POINT PARTNERS, LLC |
Providence, RI |
Q1 2025
|
183
|
$420 M
|
| Wharton Business Group, LLC |
Malvern, PA |
Q1 2025
|
137
|
$2.2 B
|
| W.H. Cornerstone Investments Inc. |
Kingston, MA |
Q1 2025
|
110
|
$140 M
|
| Wheatland Advisors Inc |
Lancaster, PA |
Q2 2020
|
47
|
$24 M
|
| Wheelhouse Advisory Group LLC |
St. Louis, MO |
Q1 2025
|
40
|
$180 M
|
| Whelan Financial |
Fresno, CA |
Q1 2025
|
63
|
$260 M
|
| Whetstone Capital Advisors, LLC |
Shawnee Mission, KS |
Q1 2025
|
28
|
$230 M
|
| Whipplewood Advisors, LLC |
Littleton, CO |
Q1 2025
|
2,067
|
$170 M
|
| WHIPPOORWILL ASSOCIATES, INC. |
White Plains, NY |
Q3 2015
|
1
|
$0
|
| Whitaker-Myers Wealth Managers, LTD. |
Mansfield, OH |
Q1 2025
|
113
|
$360 M
|
| Whitcomb & Hess, Inc. |
Ashland, OH |
Q1 2025
|
54
|
$330 M
|
| Whitebark Investors LP |
Incline Village, NV |
Q1 2025
|
9
|
$190 M
|
| WHITEBOX ADVISORS LLC |
Minneapolis, MN |
Q1 2025
|
312
|
$3.9 B
|
| White & Co Financial Planning Inc |
Sunnyside, WA |
Q1 2025
|
19
|
$120 M
|
| White Elm Capital, LLC |
Greenwich, CT |
Q4 2019
|
24
|
$120 M
|
| Whitefort Capital Management, LP |
New York, NY |
Q1 2025
|
15
|
$210 M
|
| Whitegate Investment Counselors, Inc. |
Concord, NH |
Q1 2025
|
66
|
$280 M
|
| White Knight Strategic Wealth Advisors, LLC |
Princeton, NJ |
Q1 2025
|
74
|
$110 M
|
| White Lighthouse Investment Management Inc. |
Bedford, MA |
Q1 2025
|
133
|
$560 M
|
| White Mountains Advisors LLC |
Guilford, CT |
Q3 2021
|
1
|
$0
|
| WHITE MOUNTAINS INSURANCE GROUP LTD |
Hanover, NH |
Q1 2025
|
2
|
$290 M
|
| Whitener Capital Management, Inc. |
Rocky Mount, NC |
Q1 2025
|
154
|
$350 M
|
| White Oak Capital Partners Pte. Ltd. |
Singapore |
Q1 2025
|
15
|
$240 M
|
| WHITE PINE CAPITAL LLC |
Bloomington, MN |
Q1 2025
|
225
|
$290 M
|
| White Pine Investment CO |
Livonia, MI |
Q1 2025
|
64
|
$370 M
|
| White River Investment Partners, LLC |
San Francisco, CA |
Q3 2014
|
9
|
$72 M
|
| WHITE SQUARE CAPITAL LLP |
London, United Kingdom |
Q3 2021
|
1
|
$0
|
| White Wing Wealth Management |
The Wodlands, TX |
Q1 2025
|
26
|
$130 M
|
| Whitford Management LLC |
New York, NY |
Q1 2025
|
18
|
$79 M
|
| Whitnell & Co. |
Oak Brook, IL |
Q4 2019
|
274
|
$330 M
|
| WHITTIER TRUST CO |
South Pasadena, CA |
Q1 2025
|
1,849
|
$7.2 B
|
| WHITTIER TRUST CO OF NEVADA INC |
Reno, NV |
Q1 2025
|
1,743
|
$4.0 B
|
| WHV Investments, Inc. |
San Francisco, CA |
Q1 2016
|
129
|
$190 M
|
| Wick Capital Partners, LLC |
Wayne, PA |
Q1 2025
|
104
|
$330 M
|
| Widmann Financial Services, Inc. |
Bowie, MD |
Q1 2025
|
104
|
$130 M
|
| WILBANKS SMITH & THOMAS ASSET MANAGEMENT LLC |
Norfolk, VA |
Q1 2024
|
528
|
$3.6 B
|
| Wildcat Capital Management, LLC |
New York, NY |
Q1 2025
|
8
|
$190 M
|
| WILEN INVESTMENT MANAGEMENT CORP. |
Bonita Springs, FL |
Q3 2022
|
87
|
$98 M
|
| WILKINS INVESTMENT COUNSEL INC |
Boston, MA |
Q1 2025
|
125
|
$700 M
|
| Wilkins Miller Wealth Management, LLC |
Mobile, AL |
Q1 2025
|
83
|
$130 M
|
| Wilkinson Global Asset Management LLC |
New York, NY |
Q1 2025
|
112
|
$1.6 B
|
| Wilks Brothers, LLC |
Cisco, TX |
Q3 2019
|
12
|
$35 M
|
| Willett Advisors LLC |
New York, NY |
Q3 2014
|
1
|
$270 k
|
| William Allan Corp |
Fort Collins, CO |
Q1 2025
|
50
|
$160 M
|
| WILLIAM BLAIR INVESTMENT MANAGEMENT, LLC |
Chicago, IL |
Q1 2025
|
423
|
$36 B
|
| William B. Walkup & Associates, Inc. |
Columbia, SC |
Q1 2025
|
163
|
$160 M
|
| WILLIAM & FLORA HEWLETT FOUNDATION/ |
Menlo Park, CA |
Q3 2014
|
2
|
$0
|
| WILLIAM HARRIS INVESTORS INC |
Chicago, IL |
Q4 2016
|
129
|
$350 M
|
| William Howard & Co Financial Advisors Inc |
Memphis, TN |
Q1 2025
|
52
|
$110 M
|
| William Marsh Rice University |
Houston, TX |
Q1 2025
|
3
|
$240 M
|
| Williams Financial, LLC |
North Bennington, VT |
Q1 2025
|
15
|
$140 M
|
| Williams Jones & Associates LLC |
New York, NY |
Q2 2019
|
399
|
$4.8 B
|
| Williams Jones Wealth Management, LLC. |
New York, NY |
Q1 2025
|
530
|
$7.8 B
|
| Williams & Novak, LLC |
Westlake Village, CA |
Q1 2025
|
127
|
$100 M
|
| Williamson Legacy Group, LLC |
Carmel, IN |
Q1 2025
|
102
|
$110 M
|
| Willingdon Wealth Management |
Huntersville, NC |
Q1 2020
|
307
|
$400 M
|
| Willis Investment Counsel |
Gainesville, GA |
Q1 2025
|
117
|
$1.5 B
|
| Willis Johnson & Associates, Inc. |
Houston, TX |
Q1 2025
|
170
|
$1.3 B
|
| WiL, LLC |
Palo Alto, CA |
Q3 2022
|
3
|
$17 M
|
| WILLNER & HELLER, LLC |
Encino, CA |
Q1 2025
|
146
|
$110 M
|
| Willoughby Capital Holdings, LLC |
Greenwich, CT |
Q3 2023
|
2
|
$7.7 M
|
| Willow Creek Wealth Management Inc. |
Sebastopol, CA |
Q4 2024
|
153
|
$980 M
|
| Willow Street Advisors LLC |
Naples, FL |
Q4 2013
|
144
|
$180 M
|
| Wills Financial Group, Inc. |
Richmond, VA |
Q4 2024
|
65
|
$230 M
|
| Wills Financial Group LLC |
Richmond, VA |
Q1 2025
|
62
|
$230 M
|
| Wilmar Advisors LLC |
Juno Beach, FL |
Q1 2025
|
16
|
$97 M
|
| Wilmington Funds Management Corp |
Wilmington, DE |
Q2 2014
|
747
|
$990 M
|
| Wilmington Savings Fund Society, FSB |
Wilmington, DE |
Q1 2025
|
2,721
|
$5.4 B
|
| WILMINGTON TRUST CO |
Wilmington, DE |
Q2 2014
|
2,176
|
$6.0 B
|
| Wilmington Trust Investment Management, LLC |
Atlanta, GA |
Q2 2014
|
375
|
$490 M
|
| Wilmington Trust, National Association |
Wilmington, DE |
Q2 2014
|
1,361
|
$2.9 B
|
| WILSEY ASSET MANAGEMENT INC |
San Diego, CA |
Q1 2025
|
24
|
$500 M
|
| Wilshire Advisors LLC |
Santa Monica, CA |
Q1 2025
|
63
|
$32 M
|
| WILSON ASSET MANAGEMENT (INTERNATIONAL) PTY LTD |
Sydney, Australia |
Q1 2025
|
32
|
$370 M
|
| Wilson & Boucher Capital Management, LLC |
Moraga, CA |
Q1 2025
|
107
|
$130 M
|
| Wilson, Kemp & Associates, Inc. |
Birmingham, MI |
Q3 2014
|
27
|
$11 M
|
| WIM Asset Management (HK) Ltd |
Hong Kong |
Q2 2019
|
15
|
$36 M
|
| WIM INVESTMENT MANAGEMENT Ltd |
Hong Kong |
Q1 2025
|
15
|
$240 M
|
| WIMMER ASSOCIATES 1, LLC |
Pasadena, CA |
Q1 2025
|
106
|
$190 M
|
| WIN ADVISORS, INC |
Palm Beach Gardens, FL |
Q1 2025
|
54
|
$190 M
|
| WINCAP FINANCIAL LLC |
Boston, MA |
Q1 2025
|
76
|
$110 M
|
| Winch Advisory Services, LLC |
Appleton, WI |
Q1 2025
|
504
|
$380 M
|
| WINDACRE PARTNERSHIP LLC |
Houston, TX |
Q1 2025
|
13
|
$6.7 B
|
| Winder Investment Pte Ltd |
Singapore |
Q2 2023
|
3
|
$4.4 B
|
| Winder Pte. Ltd. |
Singapore |
Q4 2024
|
1
|
$0
|
| Windham Capital Management, LLC |
Boston, MA |
Q3 2024
|
1
|
$0
|
| Windhaven Investment Management, Inc. |
Boston, MA |
Q1 2018
|
28
|
$7.8 B
|
| Windle Wealth, LLC |
Oklahoma City, OK |
Q1 2025
|
31
|
$190 M
|
| Windmill Hill Asset Management Ltd |
Waddesdon, United Kingdom |
Q1 2025
|
26
|
$320 M
|
| Wind River Trust Co |
Jackson, WY |
Q1 2025
|
9
|
$230 M
|
| Windsor Advisory Group, LLC |
Columbus, OH |
Q1 2025
|
53
|
$77 M
|
| Windsor Capital Management, LLC |
Phoenix, AZ |
Q1 2025
|
118
|
$330 M
|
| Windsor Creek Advisors, LLC |
Bethel, VT |
Q4 2021
|
108
|
$330 M
|
| Windsor Financial Group, LLC |
Minneapolis, MN |
Q2 2017
|
79
|
$210 M
|
| Windsor Wealth Management, Inc. |
Indianapolis, IN |
Q3 2023
|
157
|
$550 M
|
| WINDWARD CAPITAL MANAGEMENT CO /CA |
Los Angeles, CA |
Q1 2025
|
71
|
$1.2 B
|
| Windward Private Wealth Management Inc. |
Overland Park, KS |
Q1 2025
|
42
|
$260 M
|
| WINEBRENNER CAPITAL MANAGEMENT LLC |
Louisville, KY |
Q1 2025
|
122
|
$110 M
|
| Winfield Associates, Inc. |
Cleveland, OH |
Q1 2022
|
153
|
$280 M
|
| Wingate Wealth Advisors, Inc. |
Lexington, MA |
Q1 2025
|
92
|
$87 M
|
| Wing Lake Capital, LLC |
New York, NY |
Q4 2014
|
1
|
$0
|
| Wingspan Investment Management, LP |
New York, NY |
Q4 2016
|
1
|
$0
|
| WINMILL & CO. INC |
Rochester, NY |
Q1 2025
|
95
|
$330 M
|
| Winning Points Advisors, LLC |
Boca Raton, FL |
Q3 2024
|
36
|
$59 M
|
| WINSLOW ASSET MANAGEMENT INC |
Beachwood, OH |
Q1 2025
|
75
|
$450 M
|
| Winslow Capital Management, LLC |
Minneapolis, MN |
Q1 2025
|
156
|
$25 B
|
| Winslow, Evans & Crocker, Inc. |
Boston, MA |
Q4 2020
|
1,834
|
$530 M
|
| Wintergreen Advisers, LLC |
Mount Olive, NJ |
Q1 2019
|
4
|
$99 M
|
| Winthrop Advisory Group LLC |
Boston, MA |
Q1 2025
|
156
|
$830 M
|
| Winthrop Capital Management, LLC |
Carmel, IN |
Q1 2025
|
332
|
$360 M
|
| Winthrop Partners - WNY, LLC |
Buffalo, NY |
Q3 2019
|
290
|
$150 M
|
| Winton Capital Management Ltd |
London, United Kingdom |
Q1 2014
|
646
|
$14 B
|
| WINTON GROUP Ltd |
London, United Kingdom |
Q1 2025
|
656
|
$1.6 B
|
| WINTRUST INVESTMENTS LLC |
Chicago, IL |
Q4 2024
|
427
|
$110 M
|
| WIPFLI FINANCIAL ADVISORS LLC, |
Milwaukee, WI |
Q3 2022
|
2,676
|
$1.4 B
|
| WISCONSIN CAPITAL MANAGEMENT LLC |
Madison, WI |
Q1 2025
|
48
|
$160 M
|
| Wiser Advisor Group LLC |
Phoenix, AZ |
Q1 2025
|
275
|
$68 M
|
| Wiser Wealth Management, Inc |
Marietta, GA |
Q1 2025
|
49
|
$360 M
|
| Wise Wealth Partners |
Phoenix, AZ |
Q1 2025
|
48
|
$42 M
|
| Wishbone Management, LP |
Chicago, IL |
Q1 2025
|
4
|
$170 M
|
| WIT, LLC |
District Of Columbia, DC |
Q1 2025
|
15
|
$3.5 B
|
| WIT Partners Advisory Pte. Ltd. |
Singapore |
Q1 2025
|
1
|
$300 M
|
| WITTENBERG INVESTMENT MANAGEMENT, INC. |
Carlisle, MA |
Q1 2025
|
74
|
$220 M
|
| WJ Interests, LLC |
Sugar Land, TX |
Q1 2025
|
23
|
$220 M
|
| WJ Wealth Management, LLC |
Glendale, AZ |
Q1 2025
|
80
|
$280 M
|
| WL ROSS & CO LLC |
Dallas, TX |
Q4 2021
|
1
|
$40 M
|
| WMG Financial Advisors, LLC |
Knoxville, TN |
Q1 2025
|
279
|
$240 M
|
| WMS Partners, LLC |
Towson, MD |
Q1 2025
|
1
|
$0
|
| WNY Asset Management, LLC |
Williamsville, NY |
Q1 2025
|
227
|
$840 M
|
| Wolff Financial Management LLC |
Kalamazoo, MI |
Q1 2025
|
97
|
$360 M
|
| WOLFF WIESE MAGANA LLC |
Carslbad, CA |
Q1 2025
|
993
|
$150 M
|
| Wolf Group Capital Advisors |
Fairfax, VA |
Q1 2025
|
166
|
$300 M
|
| Wolf Hill Capital Management, LP |
Greenwich, CT |
Q1 2025
|
35
|
$1.4 B
|
| Wolfstich Capital, LLC |
Medfield, MA |
Q1 2025
|
15
|
$52 M
|
| Wolfswood Holdings, LLC |
New York, NY |
Q1 2025
|
3
|
$9.0 M
|
| WOLVERINE ASSET MANAGEMENT LLC |
Chicago, IL |
Q1 2025
|
1,552
|
$8.4 B
|
| WOLVERINE TRADING, LLC |
Chicago, IL |
Q1 2025
|
4,622
|
$85 B
|
| WOODARD & CO ASSET MANAGEMENT GROUP INC /ADV |
Bermuda Run, NC |
Q1 2025
|
143
|
$480 M
|
| WOOD ASSET MANAGEMENT INC |
Sarasota, FL |
Q1 2015
|
42
|
$100 M
|
| Woodbine Capital Advisors LP |
New York, NY |
Q1 2014
|
24
|
$100 M
|
| Woodford Investment Management Ltd |
London, United Kingdom |
Q4 2019
|
1
|
$0
|
| Wood Investment Counsel LLC |
Denver, CO |
Q3 2014
|
85
|
$670 M
|
| WOODLEY FARRA MANION PORTFOLIO MANAGEMENT INC |
Indianapolis, IN |
Q1 2025
|
113
|
$2.0 B
|
| Woodline Partners LP |
San Francisco, CA |
Q1 2025
|
891
|
$15 B
|
| WOODMONT INVESTMENT COUNSEL LLC |
Nashville, TN |
Q1 2025
|
270
|
$1.4 B
|
| Woodside Wealth Management LLC |
Framingham, MA |
Q1 2025
|
76
|
$110 M
|
| Woodson Capital Management, LP |
Greenwich, CT |
Q1 2025
|
28
|
$580 M
|
| WOODSTOCK CORP |
Boston, MA |
Q1 2025
|
153
|
$1.0 B
|
| Wood Tarver Financial Group, LLC |
Boise, ID |
Q1 2025
|
702
|
$310 M
|
| WoodTrust Financial Corp |
Wisconsin Rapids, WI |
Q1 2025
|
230
|
$710 M
|
| WOODWARD DIVERSIFIED CAPITAL, LLC |
Bakersfield, CA |
Q1 2025
|
136
|
$140 M
|
| WOOSTER CORTHELL WEALTH MANAGEMENT, INC. |
Glastonbury, CT |
Q1 2025
|
65
|
$490 M
|
| Working Capital Advisors (UK) Ltd. |
London, United Kingdom |
Q1 2025
|
3
|
$100 M
|
| World Asset Management Inc |
Detroit, MI |
Q3 2021
|
843
|
$1.0 B
|
| WORLD EQUITY GROUP, INC. |
Schaumburg, IL |
Q1 2025
|
300
|
$350 M
|
| World Investment Advisors |
Santa Barbara, CA |
Q1 2025
|
1,962
|
$3.9 B
|
| WORLDLY PARTNERS MANAGEMENT, LLC |
Needham, MA |
Q1 2025
|
3
|
$180 M
|
| WORLDQUANT MILLENNIUM ADVISORS LLC |
New York, NY |
Q1 2025
|
413
|
$16 B
|
| WORMSER FRERES GESTION |
Paris, France |
Q1 2025
|
49
|
$160 M
|
| Worth Asset Management, LLC |
Dallas, TX |
Q1 2025
|
361
|
$180 M
|
| Worth Financial Advisory Group, LLC |
Charlotte, NC |
Q1 2025
|
156
|
$160 M
|
| WorthPointe, LLC |
La Jolla, CA |
Q1 2025
|
92
|
$220 M
|
| Worth Venture Partners, LLC |
Fort Lee, NJ |
Q1 2025
|
36
|
$53 M
|
| WP Advisors, LLC |
San Francisco, CA |
Q1 2025
|
109
|
$300 M
|
| WPG Advisers, LLC |
Baltimore, MD |
Q1 2025
|
1,427
|
$110 M
|
| WPWealth LLP |
Fort Worth, TX |
Q4 2024
|
90
|
$490 M
|
| WRAPMANAGER INC |
Mill Valley, CA |
Q1 2025
|
211
|
$380 M
|
| Wrenne Financial Planning LLC |
Lexington, KY |
Q1 2025
|
45
|
$190 M
|
| WRIGHT INVESTORS SERVICE INC |
Shelton, CT |
Q1 2025
|
224
|
$300 M
|
| WR Wealth Planners, LLC |
Columbia, MO |
Q4 2024
|
1,104
|
$310 M
|
| WS MANAGEMENT LLLP |
Jacksonville, FL |
Q1 2025
|
45
|
$900 M
|
| WT Asset Management Ltd |
Hong Kong |
Q1 2025
|
28
|
$860 M
|
| WT Wealth Management |
Scottsdale, AZ |
Q1 2025
|
124
|
$310 M
|
| WULFF, HANSEN & CO. |
San Rafael, CA |
Q1 2025
|
98
|
$110 M
|
| Wunderlich Capital Managemnt |
Memphis, TN |
Q2 2024
|
105
|
$220 M
|
| WuXi AppTec Co., Ltd. |
Shanghai, China |
Q3 2024
|
2
|
$19 M
|
| Wynn Capital, LLC |
Augusta, GA |
Q1 2025
|
108
|
$170 M
|
| WYNNCHURCH CAPITAL PARTNERS IV, L.P. |
Rosemont, IL |
Q1 2025
|
1
|
$73 M
|
| WYNNEFIELD CAPITAL INC |
New York, NY |
Q1 2025
|
16
|
$160 M
|
| Wyrmwood Management LLC |
New York, NY |
Q4 2023
|
4
|
$100 k
|