| WELLINGTON MANAGEMENT GROUP LLP |
Boston, MA |
Q4 2025 |
1,874 |
$570.6B |
| WELLS FARGO & COMPANY/MN |
San Francisco, CA |
Q4 2025 |
6,479 |
$511.41B |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC |
Plymouth, MN |
Q4 2025 |
3,623 |
$73.71B |
| WCM INVESTMENT MANAGEMENT, LLC |
Laguna Beach, CA |
Q4 2025 |
241 |
$48.57B |
| WADDELL & REED FINANCIAL INC |
Overland Park, KS |
Q1 2021 |
475 |
$48.56B |
| Wealthfront Advisers LLC |
Palo Alto, CA |
Q4 2025 |
1,052 |
$44.75B |
| Woodbridge CO LTD |
Toronto, Ontario, Canada |
Q4 2025 |
77 |
$40.54B |
| WILLIAM BLAIR INVESTMENT MANAGEMENT, LLC |
Chicago, IL |
Q4 2025 |
413 |
$35.85B |
| Winslow Capital Management, LLC |
Minneapolis, MN |
Q4 2025 |
62 |
$29.8B |
| Woodline Partners LP |
San Francisco, CA |
Q4 2025 |
1,010 |
$25.81B |
| WORLDQUANT MILLENNIUM ADVISORS LLC |
New York, NY |
Q4 2025 |
568 |
$25.78B |
| WESTFIELD CAPITAL MANAGEMENT CO LP |
Boston, MA |
Q4 2025 |
241 |
$24.01B |
| Walleye Capital LLC |
New York, NY |
Q4 2025 |
1,825 |
$17.52B |
| WASATCH ADVISORS LP |
Salt Lake City, UT |
Q4 2025 |
226 |
$16.83B |
| Wealthspire Advisors, LLC |
New York, NY |
Q4 2025 |
1,031 |
$12.57B |
| Waverly Advisors, LLC |
Birmingham, AL |
Q4 2025 |
1,474 |
$12.34B |
| WESTWOOD HOLDINGS GROUP INC |
Dallas, TX |
Q4 2025 |
482 |
$12.3B |
| WealthNavi Inc. |
Shinagawa Ku, Tokyo, Japan |
Q4 2025 |
10 |
$11.32B |
| WINDACRE PARTNERSHIP LLC |
Houston, TX |
Q4 2025 |
13 |
$9.32B |
| WELLCOME TRUST LTD (THE) as trustee of the WELLCOME TRUST |
London, United Kingdom |
Q4 2025 |
21 |
$9.32B |
| WHITTIER TRUST CO |
South Pasadena, CA |
Q4 2025 |
1,353 |
$9.23B |
| Williams Jones Wealth Management, LLC. |
New York, NY |
Q4 2025 |
517 |
$8.85B |
| WELCH & FORBES LLC |
Boston, MA |
Q4 2025 |
374 |
$8.25B |
| Whale Rock Capital Management LLC |
Boston, MA |
Q4 2025 |
32 |
$7.82B |
| Windhaven Investment Management, Inc. |
Boston, MA |
Q1 2018 |
28 |
$7.79B |
| WOLVERINE ASSET MANAGEMENT LLC |
Chicago, IL |
Q4 2025 |
1,193 |
$7.06B |
| Weiss Asset Management LP |
Boston, MA |
Q4 2025 |
546 |
$6.76B |
| Winder Investment Pte Ltd |
Singapore, Singapore |
Q2 2023 |
3 |
$6.41B |
| Walleye Trading LLC |
New York, NY |
Q4 2025 |
1,040 |
$6.22B |
| WHITEBOX ADVISORS LLC |
Minneapolis, MN |
Q4 2025 |
463 |
$5.85B |
| Walgreens Boots Alliance, Inc. |
Deerfield, IL |
Q2 2025 |
1 |
$5.84B |
| WEDGE CAPITAL MANAGEMENT L L P/NC |
Charlotte, NC |
Q4 2025 |
511 |
$5.57B |
| Wealthcare Advisory Partners LLC |
West Chester, PA |
Q4 2025 |
1,066 |
$5.09B |
| World Investment Advisors |
Santa Barbara, CA |
Q4 2025 |
1,422 |
$5.09B |
| Walmart Inc. |
Bentonville, AR |
Q4 2025 |
3 |
$5B |
| WIT, LLC |
District Of Columbia, DC |
Q4 2025 |
20 |
$4.99B |
| WOLVERINE TRADING, LLC |
Chicago, IL |
Q3 2025 |
1,566 |
$4.96B |
| WILLIAMS JONES & ASSOCIATES LLC |
New York, NY |
Q2 2019 |
394 |
$4.82B |
| WHITTIER TRUST CO OF NEVADA INC |
Reno, NV |
Q4 2025 |
1,276 |
$4.82B |
| WestEnd Advisors, LLC |
Charlotte, NC |
Q4 2025 |
388 |
$4.29B |
| Wilmington Savings Fund Society, FSB |
Wilmington, DE |
Q4 2025 |
1,373 |
$4.26B |
| WESBANCO BANK INC |
Wheeling, WV |
Q4 2025 |
670 |
$3.63B |
| WILBANKS SMITH & THOMAS ASSET MANAGEMENT LLC |
Norfolk, VA |
Q1 2024 |
528 |
$3.57B |
| WCG Wealth Advisors LLC |
Las Vegas, NV |
Q4 2025 |
503 |
$3.57B |
| WEDBUSH SECURITIES INC |
Pasadena, CA |
Q4 2025 |
1,207 |
$3.43B |
| WADE G W & INC |
Wellesley, MA |
Q4 2023 |
417 |
$3.08B |
| WASHINGTON TRUST Co |
Westerly, RI |
Q4 2025 |
277 |
$3.06B |
| WINTON GROUP Ltd |
London, United Kingdom |
Q4 2025 |
911 |
$2.9B |
| Wedmont Private Capital |
West Chester, PA |
Q4 2025 |
806 |
$2.88B |
| Wealthspire Advisors, L.P. |
Potomac, MD |
Q3 2020 |
482 |
$2.83B |
| Wealthsimple Inc. |
Toronto, Ontario, Canada |
Q3 2022 |
38 |
$2.68B |
| Wharton Business Group, LLC |
Malvern, PA |
Q4 2025 |
141 |
$2.63B |
| Welch Group, LLC |
Birmingham, AL |
Q4 2025 |
307 |
$2.59B |
| Waldron Private Wealth LLC |
Bridgeville, PA |
Q4 2025 |
325 |
$2.53B |
| WT Asset Management Ltd |
Hong Kong, Hong Kong |
Q4 2025 |
42 |
$2.52B |
| Western Wealth Management, LLC |
Golden, CO |
Q4 2025 |
829 |
$2.17B |
| Westchester Capital Management, LLC |
Valhalla, NY |
Q4 2025 |
277 |
$2.13B |
| WOODLEY FARRA MANION PORTFOLIO MANAGEMENT INC |
Indianapolis, IN |
Q4 2025 |
114 |
$2.1B |
| WATERS PARKERSON & CO., LLC |
New Orleans, LA |
Q4 2025 |
190 |
$2.04B |
| Westwood Global Investments, LLC |
Boston, MA |
Q4 2025 |
10 |
$1.97B |
| Willis Investment Counsel |
Gainesville, GA |
Q4 2025 |
130 |
$1.94B |
| Wesleyan Assurance Society |
Birmingham, United Kingdom |
Q4 2025 |
108 |
$1.73B |
| WEITZ INVESTMENT MANAGEMENT, INC. |
Omaha, NE |
Q4 2025 |
44 |
$1.69B |
| Wealthspire Retirement, LLC |
Aliso Viejo, CA |
Q4 2025 |
305 |
$1.64B |
| Willis Johnson & Associates, Inc. |
Houston, TX |
Q4 2025 |
181 |
$1.62B |
| WOODMONT INVESTMENT COUNSEL LLC |
Nashville, TN |
Q4 2025 |
261 |
$1.6B |
| WESTPAC BANKING CORP |
Sydney, Australia |
Q4 2025 |
456 |
$1.58B |
| WealthPlan Investment Management, LLC |
Omaha, NE |
Q4 2025 |
376 |
$1.57B |
| WEALTHSOURCE PARTNERS, LLC |
San Luis Obispo, CA |
Q4 2023 |
500 |
$1.54B |
| WADDELL & ASSOCIATES, LLC |
Memphis, TN |
Q4 2025 |
379 |
$1.48B |
| Wilkinson Global Asset Management LLC |
New York, NY |
Q4 2025 |
63 |
$1.46B |
| WASHINGTON TRUST BANK |
Spokane, WA |
Q4 2025 |
197 |
$1.43B |
| WIPFLI FINANCIAL ADVISORS LLC, |
Milwaukee, WI |
Q3 2022 |
2,548 |
$1.42B |
| Waterloo Capital, L.P. |
Austin, TX |
Q4 2025 |
455 |
$1.39B |
| WBH ADVISORY INC |
Baltimore, MD |
Q4 2025 |
343 |
$1.35B |
| WGI DM, LLC |
Boston, MA |
Q4 2025 |
6 |
$1.34B |
| Wealthquest Corp |
Cincinnati, OH |
Q4 2025 |
148 |
$1.32B |
| Waratah Capital Advisors Ltd. |
Toronto, Ontario, Canada |
Q4 2025 |
104 |
$1.32B |
| Washington Trust Advisors, Inc. |
Wellesley, MA |
Q4 2025 |
585 |
$1.31B |
| WEATHERLY ASSET MANAGEMENT L. P. |
Del Mar, CA |
Q4 2025 |
190 |
$1.3B |
| WINDWARD CAPITAL MANAGEMENT CO /CA |
Los Angeles, CA |
Q4 2025 |
73 |
$1.26B |
| W.G. Shaheen & Associates DBA Whitney & Co |
Rochester, NY |
Q4 2025 |
173 |
$1.26B |
| WAYCROSS PARTNERS, LLC |
Louisville, KY |
Q4 2025 |
94 |
$1.22B |
| Willow Creek Wealth Management Inc. |
Sebastopol, CA |
Q3 2025 |
180 |
$1.21B |
| WARBURG PINCUS LLC |
New York, NY |
Q4 2025 |
4 |
$1.19B |
| Winthrop Advisory Group LLC |
Boston, MA |
Q4 2025 |
243 |
$1.18B |
| WOODSTOCK CORP |
Boston, MA |
Q4 2025 |
156 |
$1.17B |
| Wescott Financial Advisory Group, LLC |
Philadelphia, PA |
Q4 2025 |
186 |
$1.15B |
| Wealth Architects, LLC |
Mountain View, CA |
Q4 2025 |
240 |
$1.11B |
| WEBSTER BANK, N. A. |
Waterbury, CT |
Q4 2025 |
655 |
$1.07B |
| WealthTrust Fairport, LLC |
Cleveland, OH |
Q1 2019 |
434 |
$1.06B |
| WNY Asset Management, LLC |
Williamsville, NY |
Q3 2025 |
237 |
$1.04B |
| Westerkirk Capital Inc. |
Victoria |
Q4 2025 |
235 |
$1.03B |
| WEALTH ALLIANCE, LLC |
Mellville, NY |
Q4 2025 |
551 |
$1.02B |
| World Asset Management Inc |
Detroit, MI |
Q3 2021 |
841 |
$1.01B |
| WEALTHCARE CAPITAL MANAGEMENT LLC |
Richmond, VA |
Q4 2025 |
90 |
$1.01B |
| Wellspring Financial Advisors, LLC |
Cleveland, OH |
Q4 2025 |
274 |
$993.09M |
| WENDELL DAVID ASSOCIATES INC |
Portsmouth, NH |
Q4 2025 |
149 |
$984.32M |
| Wellesley Asset Management |
Portsmouth, NH |
Q4 2025 |
54 |
$960.81M |
| WealthShield Partners, LLC |
Cary, NC |
Q4 2025 |
565 |
$906.81M |
| WestCap Management, LLC |
San Francisco, CA |
Q4 2025 |
2 |
$889.63M |
| Wolf Hill Capital Management, LP |
Greenwich, CT |
Q4 2025 |
22 |
$858.59M |
| WoodTrust Financial Corp |
Wisconsin Rapids, WI |
Q4 2025 |
179 |
$856.84M |
| Wallace Capital Management Inc. |
Dallas, TX |
Q4 2025 |
75 |
$830.48M |
| WATER ISLAND CAPITAL LLC |
New York, NY |
Q4 2025 |
75 |
$818.61M |
| WFM ASIA (BVI) Ltd |
Road Town, Tortola, Virgin Islands, British |
Q4 2025 |
6 |
$805.15M |
| Wealth Enhancement Trust Services, Inc. |
Sioux Falls, SD |
Q4 2025 |
738 |
$791.55M |
| Wallington Asset Management, LLC |
Indianapolis, IN |
Q4 2025 |
73 |
$788.4M |
| Wealth Management Nebraska |
Norfolk, NE |
Q4 2025 |
91 |
$771.72M |
| Wahed Invest LLC |
New York, NY |
Q4 2025 |
213 |
$758.96M |
| WS MANAGEMENT LLLP |
Jacksonville, FL |
Q4 2025 |
28 |
$747.74M |
| Walkner Condon Financial Advisors LLC |
Madison, WI |
Q4 2025 |
308 |
$719.95M |
| White Lighthouse Investment Management Inc. |
Bedford, MA |
Q4 2025 |
150 |
$716.39M |
| WILKINS INVESTMENT COUNSEL INC |
Boston, MA |
Q4 2025 |
120 |
$685.92M |
| Wellington Shields Capital Management, LLC |
New York, NY |
Q4 2025 |
316 |
$685.77M |
| Woodson Capital Management, LP |
Greenwich, CT |
Q4 2025 |
28 |
$674.91M |
| WealthPLAN Partners, LLC |
Omaha, NE |
Q4 2025 |
272 |
$669.36M |
| Well Done, LLC |
Holland, MI |
Q4 2025 |
197 |
$669.11M |
| Wood Investment Counsel LLC |
Denver, CO |
Q3 2014 |
85 |
$668.62M |
| Wealthstream Advisors, Inc. |
New York, NY |
Q3 2025 |
204 |
$661.33M |
| Warwick Investment Management, Inc. |
Bryan, TX |
Q4 2025 |
149 |
$649.01M |
| WILSEY ASSET MANAGEMENT INC |
San Diego, CA |
Q4 2025 |
29 |
$644.08M |
| WPWealth LLP |
Fort Worth, TX |
Q4 2025 |
96 |
$638.91M |
| WOODARD & CO ASSET MANAGEMENT GROUP INC /ADV |
Bermuda Run, NC |
Q4 2025 |
167 |
$631.82M |
| Westside Investment Management, Inc. |
Santa Monica, CA |
Q4 2025 |
1,491 |
$625.12M |
| Watts Gwilliam & Co., LLC |
Gilbert, AZ |
Q3 2025 |
222 |
$619.1M |
| WHITE MOUNTAINS INSURANCE GROUP LTD |
Hanover, NH |
Q4 2025 |
2 |
$601.21M |
| West Financial Advisors, LLC |
Des Moines, IA |
Q4 2025 |
235 |
$592.67M |
| Prem Watsa V. |
Toronto |
Q4 2025 |
0 |
$590.84M |
| Wealth Alliance Advisory Group, LLC |
Wichita, KS |
Q4 2025 |
197 |
$584.03M |
| Walter Public Investments Inc. |
Westmount, Canada (Federal Level) |
Q4 2025 |
49 |
$565.49M |
| Webs Creek Capital Management LP |
Dallas, TX |
Q4 2025 |
21 |
$558.67M |
| WARBURG PINCUS & CO. |
NY, NY |
Q4 2025 |
0 |
$556.9M |
| Westover Capital Advisors, LLC |
Wilmington, DE |
Q4 2025 |
230 |
$549.38M |
| Windsor Wealth Management, Inc. |
Indianapolis, IN |
Q3 2023 |
157 |
$546.06M |
| WESTPORT ADVISERS LLC |
Westport, CT |
Q2 2016 |
38 |
$542.44M |
| WINSLOW ASSET MANAGEMENT INC |
Beachwood, OH |
Q4 2025 |
77 |
$542.17M |
| WOOSTER CORTHELL WEALTH MANAGEMENT, INC. |
Glastonbury, CT |
Q2 2025 |
64 |
$540M |
| WEDGEWOOD PARTNERS INC |
St Louis, MO |
Q4 2025 |
21 |
$535.49M |
| Wealth High Governance Capital Ltda |
Sao Paulo, Brazil |
Q4 2025 |
46 |
$534.47M |
| West Virginia University Foundation, Inc |
Morgantown, WV |
Q4 2025 |
2 |
$527.96M |
| WestHill Financial Advisors, Inc. |
San Rafael, CA |
Q4 2025 |
81 |
$526.44M |
| Waterfront Wealth Inc. |
Overland Park, KS |
Q4 2025 |
273 |
$526.32M |
| WHALEROCK POINT PARTNERS, LLC |
West Palm Beach, FL |
Q4 2025 |
193 |
$525.71M |
| WEST PACES ADVISORS INC. |
Atlanta, GA |
Q4 2025 |
200 |
$517M |
| Wealth Dimensions Group, Ltd. |
Cincinnati, OH |
Q4 2025 |
173 |
$503.96M |
| WELCH CAPITAL PARTNERS LLC/NY |
Harrison, NY |
Q4 2025 |
26 |
$498.93M |
| Winslow, Evans & Crocker, Inc. |
Boston, MA |
Q4 2020 |
1,346 |
$498.5M |
| WESPAC Advisors SoCal, LLC |
Pasadena, CA |
Q4 2025 |
110 |
$495.87M |
| WEXFORD CAPITAL LP |
West Palm Beach, FL |
Q4 2025 |
367 |
$493.56M |
| WESCAP Management Group, Inc. |
Glendale, CA |
Q4 2025 |
105 |
$493.36M |
| Westwind Capital |
Las Cruces, NM |
Q4 2025 |
43 |
$489.43M |
| Westchester Capital Management, Inc. |
Omaha, NE |
Q4 2025 |
43 |
$483.75M |
| West Wealth Group, LLC |
Irvine, CA |
Q4 2025 |
127 |
$482M |
| Whitaker-Myers Wealth Managers, LTD. |
Mansfield, OH |
Q4 2025 |
115 |
$479.33M |
| Weaver Capital Management LLC |
Suwanee, GA |
Q4 2025 |
181 |
$472.8M |
| Wagner Wealth Management, LLC |
Greenville, SC |
Q4 2025 |
266 |
$470.56M |
| SE Wendel |
Paris |
Q4 2025 |
1 |
$469.8M |
| Waypoint Capital Advisors, LLC |
Minneapolis, MN |
Q3 2024 |
127 |
$469.58M |
| Winch Advisory Services, LLC |
Appleton, WI |
Q4 2025 |
507 |
$451.93M |
| WALLER FINANCIAL PLANNING GROUP, INC |
Columbus, OH |
Q4 2025 |
75 |
$450.35M |
| Wiser Wealth Management, Inc |
Marietta, GA |
Q4 2025 |
55 |
$449.75M |
| Wealth Group Ltd |
Eden Prairie, MN |
Q4 2025 |
87 |
$446.78M |
| Wolff Financial Management LLC |
Kalamazoo, MI |
Q4 2025 |
101 |
$444.64M |
| Waterway Wealth Management, LLC |
The Woodlands, TX |
Q4 2025 |
83 |
$441.84M |
| WFG Advisors, LP |
Dallas, TX |
Q2 2017 |
1,536 |
$441.63M |
| WHITENER CAPITAL MANAGEMENT, INC. |
Rocky Mount, NC |
Q4 2025 |
169 |
$439.44M |
| WealthBridge Capital Management, LLC |
Westerville, OH |
Q4 2025 |
208 |
$438.94M |
| WEST MICHIGAN ADVISORS, LLC |
Holland, MI |
Q4 2025 |
271 |
$435.59M |
| Weil Company, Inc. |
San Diego, CA |
Q4 2025 |
115 |
$434.79M |
| Wealth Advisory Solutions, LLC |
Zionsville, IN |
Q4 2025 |
138 |
$429.04M |
| Winthrop Capital Management, LLC |
Carmel, IN |
Q4 2025 |
353 |
$429M |
| Windmill Hill Asset Management Ltd |
Waddesdon, United Kingdom |
Q4 2025 |
26 |
$426.87M |
| West Family Investments, Inc. |
Carlsbad, CA |
Q4 2025 |
351 |
$425.93M |
| White Pine Investment CO |
Livonia, MI |
Q4 2025 |
68 |
$424.4M |
| Whitcomb & Hess, Inc. |
Ashland, OH |
Q4 2025 |
60 |
$424.05M |
| Wealthspring Capital LLC |
West Harrison, NY |
Q4 2025 |
183 |
$423.55M |
| Watchman Group, Inc. |
Plano, TX |
Q4 2025 |
77 |
$418.91M |
| Warther Private Wealth, LLC |
Akron, OH |
Q4 2025 |
49 |
$418.36M |
| Waypoint Wealth Partners Inc. |
Mill Valley, CA |
Q2 2025 |
76 |
$411.42M |
| Weaver Consulting Group |
Huntington Beach, CA |
Q4 2025 |
268 |
$409M |
| Wellington Shields & Co., LLC |
New York, NY |
Q4 2025 |
321 |
$405.4M |
| WP Advisors, LLC |
San Francisco, CA |
Q4 2025 |
116 |
$401.52M |
| Westmount Partners, LLC |
Los Angeles, CA |
Q4 2025 |
246 |
$398.88M |
| Willingdon Wealth Management |
Huntersville, NC |
Q1 2020 |
285 |
$392.72M |
| WILSON ASSET MANAGEMENT (INTERNATIONAL) PTY LTD |
Sydney, Australia |
Q4 2025 |
42 |
$389.64M |
| WestBridge Crossover Fund, LLC |
Ebene, Mauritius |
Q4 2025 |
0 |
$389.52M |
| WealthTrust Axiom LLC |
Wayne, PA |
Q4 2025 |
272 |
$388.73M |
| West Branch Capital LLC |
Amherst, MA |
Q4 2025 |
415 |
$388.07M |
| WIM INVESTMENT MANAGEMENT Ltd |
Hong Kong, Hong Kong |
Q4 2025 |
22 |
$386.92M |
| Winder Pte. Ltd. |
Singapore, Singapore |
Q4 2024 |
0 |
$386.68M |
| WBI INVESTMENTS, LLC |
Red Bank, NJ |
Q4 2025 |
307 |
$383.57M |
| WorthPointe, LLC |
La Jolla, CA |
Q4 2025 |
133 |
$380.63M |
| WINMILL & CO. INC |
Walpole, NH |
Q4 2025 |
56 |
$378.83M |
| WALTER & KEENAN WEALTH MANAGEMENT LLC /IN/ /ADV |
South Bend, IN |
Q4 2025 |
155 |
$373.14M |
| Werba Rubin Papier Wealth Management |
San Jose, CA |
Q4 2025 |
232 |
$369.04M |
| Wakefield Asset Management LLLP |
Englewood, CO |
Q4 2025 |
201 |
$368.64M |
| Wildcat Capital Management, LLC |
New York, NY |
Q4 2025 |
3 |
$366.83M |
| WHITE PINE CAPITAL LLC |
Bloomington, MN |
Q4 2025 |
219 |
$363.44M |
| Westbourne Investment Advisors, Inc. |
Annapolis, MD |
Q4 2025 |
116 |
$362.4M |
| Windsor Capital Management, LLC |
Phoenix, AZ |
Q4 2025 |
121 |
$362.28M |
| WORLD EQUITY GROUP, INC. |
Schaumburg, IL |
Q4 2025 |
326 |
$358.25M |
| Westend Capital Management, LLC |
Sausalito, CA |
Q4 2025 |
238 |
$356.85M |
| Wood Tarver Financial Group, LLC |
Boise, ID |
Q4 2025 |
151 |
$356.07M |
| Wealth Management Partners, LLC |
Tucson, AZ |
Q4 2025 |
147 |
$350.21M |
| WASHINGTON STATE INVESTMENT BOARD |
Olympia, WA |
Q4 2025 |
2 |
$349.62M |
| Warren Street Wealth Advisors, LLC |
Newport Beach, CA |
Q4 2025 |
126 |
$348.03M |
| WT Wealth Management |
Scottsdale, AZ |
Q4 2025 |
132 |
$347.78M |
| WILLIAM HARRIS INVESTORS INC |
Chicago, IL |
Q4 2016 |
96 |
$347.48M |
| WEBSTERROGERS FINANCIAL ADVISORS, LLC |
Florence, SC |
Q4 2025 |
94 |
$344.43M |
| WealthCare Investment Partners, LLC |
Portsmouth, RI |
Q4 2025 |
183 |
$343.22M |
| Weber Alan W |
Armonk, NY |
Q4 2020 |
82 |
$334.36M |
| WATERSHED PRIVATE WEALTH LLC |
Oak Brook, IL |
Q4 2025 |
115 |
$333.39M |
| WealthBridge Investment Counsel Inc. |
Calgary, Alberta, Canada |
Q4 2025 |
42 |
$333.28M |
| WRIGHT INVESTORS SERVICE INC |
Shelton, CT |
Q4 2025 |
147 |
$333.1M |
| Warberg Asset Management LLC |
Winnetka, IL |
Q4 2025 |
153 |
$332.64M |
| WESTERLY CAPITAL MANAGEMENT, LLC |
San Francisco, CA |
Q4 2025 |
40 |
$332.47M |
| Whitefort Capital Management, LP |
New York, NY |
Q4 2025 |
17 |
$330.47M |
| Whetstone Capital Advisors, LLC |
Shawnee Mission, KS |
Q4 2025 |
54 |
$326.22M |
| WEYBOSSET RESEARCH & MANAGEMENT LLC |
Province, RI |
Q4 2025 |
35 |
$324.27M |
| Whelan Financial |
Fresno, CA |
Q4 2025 |
95 |
$320.08M |
| Whitegate Investment Counselors, Inc. |
Concord, NH |
Q4 2025 |
67 |
$320.05M |
| WEALTH EFFECTS LLC |
Boston, MA |
Q4 2025 |
217 |
$319.31M |
| WALLED LAKE PLANNING & WEALTH MANAGEMENT, LLC |
Highland Park, IL |
Q4 2025 |
136 |
$316.29M |
| WR Wealth Planners, LLC |
Columbia, MO |
Q4 2024 |
1,099 |
$311.03M |
| Wealth Advisors of Iowa, LLC |
West Des Moines, IA |
Q4 2025 |
84 |
$304.55M |
| Westshore Wealth, LLC |
Newport Beach, CA |
Q4 2025 |
103 |
$302.27M |
| Wolf Group Capital Advisors |
Fairfax, VA |
Q1 2025 |
166 |
$297.74M |
| Wambolt & Associates, LLC |
Littleton, CO |
Q2 2025 |
171 |
$297.29M |
| WRAPMANAGER INC |
Mill Valley, CA |
Q4 2025 |
140 |
$295.76M |
| Wellesley Investment Partners, LLC |
Wellesley, MA |
Q3 2020 |
103 |
$292.53M |
| Wade Financial Advisory, Inc |
Campbell, CA |
Q1 2025 |
76 |
$291.92M |
| Wealth Advisors of Tampa Bay, LLC |
Tampa, FL |
Q4 2025 |
92 |
$289.81M |
| WuXi AppTec Co., Ltd. |
Shanghai, China |
Q3 2024 |
2 |
$289.61M |
| WIT Partners Advisory Pte. Ltd. |
Singapore, Singapore |
Q4 2025 |
16 |
$288.92M |
| Windward Private Wealth Management Inc. |
Overland Park, KS |
Q4 2025 |
44 |
$288.75M |
| WARNER FINANCIAL, INC |
Bethesda, MD |
Q4 2025 |
132 |
$288.06M |
| Wealth Management Associates, Inc. |
Cherry Hill, NJ |
Q4 2025 |
235 |
$287.51M |
| WealthStone, Inc. |
Columbus, OH |
Q1 2021 |
276 |
$286.72M |
| WEALTH MANAGEMENT RESOURCES, INC. |
Smithfield, RI |
Q4 2025 |
28 |
$284.1M |
| Wilkerson Advisory Group LLC |
Columbia, MO |
Q4 2025 |
579 |
$283.9M |
| Wealth Quarterback LLC |
Toms River, NJ |
Q4 2025 |
151 |
$277.74M |
| Weinberger Asset Management, Inc |
Los Angeles, CA |
Q4 2025 |
92 |
$277.46M |
| Winfield Associates, Inc. |
Cleveland, OH |
Q1 2022 |
153 |
$276.44M |
| Walker Financial Services, Inc. |
Bowling Green, KY |
Q4 2025 |
41 |
$275.97M |
| WEALTHSPAN PARTNERS, LLC |
Davenport, IA |
Q4 2025 |
122 |
$274.87M |
| waypoint wealth counsel |
Atlanta, GA |
Q4 2025 |
284 |
$272.56M |
| WEALTHEDGE INVESTMENT ADVISORS, LLC |
New York, NY |
Q4 2025 |
132 |
$270.36M |
| WESTWOOD MANAGEMENT CORP /IL/ |
Chicago, IL |
Q4 2023 |
28 |
$270.16M |
| Wealth Watch Advisors, INC |
Englewood, CO |
Q4 2025 |
939 |
$269.44M |
| Wind River Trust Co |
Jackson, WY |
Q4 2025 |
10 |
$267.79M |
| WEIK CAPITAL MANAGEMENT |
Wyomissing, PA |
Q4 2025 |
92 |
$266.91M |
| Wills Financial Group LLC |
Richmond, VA |
Q4 2025 |
73 |
$261.68M |
| WITTENBERG INVESTMENT MANAGEMENT, INC. |
Carlisle, MA |
Q4 2025 |
72 |
$260.7M |
| Weitzel Financial Services, Inc. |
Dubuque, IA |
Q4 2025 |
47 |
$258.4M |
| Wela Strategies, Inc. |
Atlanta, GA |
Q3 2025 |
55 |
$257.75M |
| Waterford Advisors, LLC |
Orchard Park, NY |
Q4 2025 |
48 |
$255.29M |
| Wealth Analytics Partners, LLC |
San Diego, CA |
Q4 2025 |
47 |
$255.05M |
| Western Financial Corp/CA |
San Diego, CA |
Q4 2025 |
113 |
$252.15M |
| WealthOne, LLC |
Albany, NY |
Q3 2023 |
85 |
$247.63M |
| Westfuller Advisors, LLC |
New York, NY |
Q4 2025 |
761 |
$247.26M |
| WETZEL INVESTMENT ADVISORS, INC. |
Indianapolis, IN |
Q4 2025 |
132 |
$246.94M |
| Wheelhouse Advisory Group LLC |
St. Louis, MO |
Q4 2025 |
49 |
$246.38M |
| Wrenne Financial Planning LLC |
Lexington, KY |
Q4 2025 |
51 |
$245.82M |
| WealthCollab, LLC |
Bellevue, WA |
Q4 2025 |
1,021 |
$244.3M |
| WMG Financial Advisors, LLC |
Knoxville, TN |
Q4 2025 |
113 |
$242.75M |
| WD RUTHERFORD LLC |
Portland, OR |
Q4 2025 |
73 |
$239.26M |
| WESTPORT ASSET MANAGEMENT INC |
Southport, CT |
Q4 2025 |
75 |
$237.64M |
| Wayfinding Financial, LLC |
Lynnwood, WA |
Q4 2025 |
154 |
$236.21M |
| Worth Asset Management, LLC |
Dallas, TX |
Q4 2025 |
157 |
$235.79M |
| WIN ADVISORS, INC |
Palm Beach Gardens, FL |
Q4 2025 |
74 |
$235.55M |
| Wishbone Management, LP |
Chicago, IL |
Q4 2025 |
5 |
$234.17M |
| WJ Interests, LLC |
Sugar Land, TX |
Q4 2025 |
19 |
$232.43M |
| Wills Financial Group, Inc. |
Richmond, VA |
Q4 2024 |
65 |
$231.61M |
| WJ Wealth Management, LLC |
Glendale, AZ |
Q4 2025 |
70 |
$228.42M |
| Wealth Advisors Northwest LLC |
Portland, OR |
Q4 2025 |
56 |
$225.49M |
| Windsor Creek Advisors, LLC |
Bethel, VT |
Q4 2021 |
82 |
$224.13M |
| Wunderlich Capital Managemnt |
Memphis, TN |
Q2 2024 |
105 |
$223.97M |
| WEALTH ADVISORS, INC. |
Rancho Santa Fe, CA |
Q3 2023 |
67 |
$223.34M |
| Windle Wealth, LLC |
Oklahoma City, OK |
Q4 2025 |
34 |
$223.23M |
| WOODWARD DIVERSIFIED CAPITAL, LLC |
Bakersfield, CA |
Q4 2025 |
184 |
$218.31M |
| Wealth Management Strategies, Inc. |
Pittsburgh, PA |
Q4 2025 |
39 |
$217.14M |
| Western Standard LLC |
Los Angeles, CA |
Q4 2025 |
25 |
$216.79M |
| Watermark Asset Management, Inc. |
San Ramon, CA |
Q4 2018 |
273 |
$215.62M |
| WIMMER ASSOCIATES 1, LLC |
Pasadena, CA |
Q4 2025 |
107 |
$215.07M |
| WESTBOURNE INVESTMENTS, INC. |
Alexandria, VA |
Q4 2025 |
138 |
$214.94M |
| Windsor Financial Group, LLC |
Minneapolis, MN |
Q2 2017 |
79 |
$214.15M |
| Wealthcare Capital Partners, LLC |
West Chester, PA |
Q4 2025 |
149 |
$213.42M |
| William Mack & Associates, Inc. |
Troy, MI |
Q4 2025 |
92 |
$212.46M |
| Westhampton Capital, LLC |
Winston Salem, NC |
Q4 2025 |
122 |
$211.89M |
| Wells Trecaso Financial Group, LLC |
Akron, OH |
Q3 2025 |
80 |
$210.36M |
| Westview Management dba Westview Investment Advisors |
Burlington, VT |
Q4 2025 |
75 |
$209.9M |
| Worth Financial Advisory Group, LLC |
Charlotte, NC |
Q4 2025 |
180 |
$206.47M |
| Wynn Capital, LLC |
Augusta, GA |
Q4 2025 |
109 |
$205.89M |
| William Marsh Rice University |
Houston, TX |
Q4 2025 |
2 |
$203.46M |
| Werlinich Asset Management, LLC |
Stamford, CT |
Q4 2025 |
59 |
$202.7M |
| Wealth Intelligence, LLC |
Columbus, GA |
Q4 2025 |
55 |
$201.51M |
| W ADVISORS, LLC |
Germantown, TN |
Q4 2025 |
141 |
$198.82M |
| Wealth Preservation Advisors, LLC |
Chattanooga, TN |
Q4 2025 |
608 |
$198.7M |
| WISCONSIN CAPITAL MANAGEMENT LLC |
Madison, WI |
Q4 2025 |
50 |
$197.83M |
| WASHINGTON UNIVERSITY |
St Louis, MO |
Q4 2025 |
5 |
$197.8M |
| WILDER C JOHN |
Dallas, TX |
Q4 2025 |
0 |
$194.12M |
| WEST BANCORPORATION INC |
West Des Moines, IA |
Q4 2025 |
98 |
$190.85M |
| Walser Wealth Management Company, A Ltd Liability Co |
Tampa, FL |
Q4 2025 |
145 |
$189.64M |
| Waterfall Asset Management, LLC |
New York, NY |
Q4 2025 |
17 |
$189.26M |
| WHV Investments, Inc. |
San Francisco, CA |
Q1 2016 |
56 |
$186.69M |
| Whalen Wealth Management Inc. |
Las Vegas, NV |
Q4 2025 |
188 |
$186.27M |
| Walker Asset Management, LLC |
Verona, MO |
Q4 2025 |
140 |
$186.09M |
| WC Walker & Associates, Inc. |
Fullerton, CA |
Q4 2022 |
70 |
$184.46M |
| WESPAC Advisors, LLC |
Orinda, CA |
Q4 2025 |
178 |
$184.44M |
| Wealthstar Advisors, LLC |
Plano, TX |
Q4 2025 |
124 |
$183.67M |
| William B. Walkup & Associates, Inc. |
Columbia, SC |
Q4 2025 |
167 |
$182.69M |
| WOLFF WIESE MAGANA LLC |
Carslbad, CA |
Q4 2025 |
945 |
$182.61M |
| WASHBURN CAPITAL MANAGEMENT, INC. |
Vero Beach, FL |
Q4 2025 |
57 |
$181.65M |
| Wingate Wealth Advisors, Inc. |
Lexington, MA |
Q4 2025 |
117 |
$179.23M |
| WALDEN WEALTH PARTNERS LLC |
Beachwood, OH |
Q2 2024 |
87 |
$179.15M |
| WYNNEFIELD CAPITAL INC |
New York, NY |
Q4 2025 |
12 |
$177.84M |
| Warburton Capital Management, LLC |
Tulsa, OK |
Q4 2025 |
61 |
$177.07M |
| Wealth Forward, LLC |
Fargo, ND |
Q4 2025 |
43 |
$177M |
| William Allan Corp |
Fort Collins, CO |
Q4 2025 |
58 |
$176.27M |
| FRERES GESTION WORMSER |
Paris, France |
Q4 2025 |
44 |
$175.6M |
| Willow Street Advisors LLC |
Naples, FL |
Q4 2013 |
144 |
$173.66M |
| Wealth Science Advisors LLC |
Alpharetta, GA |
Q4 2025 |
71 |
$173.38M |
| Williams Financial, LLC |
North Bennington, VT |
Q4 2025 |
24 |
$172.84M |
| WALNUT PRIVATE EQUITY PARTNERS, LLC |
Omaha, NE |
Q4 2025 |
13 |
$171.91M |
| WealthTrust-Arizona, LLC |
Scottsdale, AZ |
Q4 2018 |
678 |
$171.66M |
| Working Capital Advisors (UK) Ltd. |
London, United Kingdom |
Q4 2025 |
2 |
$170.32M |
| Rebecca Watson |
Hanover, NH |
Q3 2020 |
81 |
$169.7M |
| Wealthsimple US, Ltd. |
Brooklyn, NY |
Q1 2021 |
23 |
$168.86M |
| Wilkins Miller Wealth Management, LLC |
Mobile, AL |
Q4 2025 |
92 |
$167.91M |
| White Wing Wealth Management |
The Wodlands, TX |
Q4 2025 |
35 |
$167.51M |
| Whitebark Investors LP |
Incline Village, NV |
Q4 2025 |
9 |
$166M |
| W.H. Cornerstone Investments Inc. |
Kingston, MA |
Q4 2025 |
113 |
$165.86M |
| Watchtower Advisors, LP |
Old Greenwich, CT |
Q4 2025 |
11 |
$165.59M |
| WestBridge Capital Management, LLC |
Trianon, Mauritius |
Q4 2025 |
1 |
$163.9M |
| Widmann Financial Services, Inc. |
Bowie, MD |
Q4 2025 |
113 |
$163.48M |
| Warner Group LLC |
Madison, CT |
Q4 2025 |
74 |
$162.27M |
| Welch Investments, LLC |
Birmingham, AL |
Q4 2017 |
54 |
$157.49M |
| WFA Asset Management Corp |
Whitefish Bay, WI |
Q3 2025 |
196 |
$156.31M |
| Whipplewood Advisors, LLC |
Littleton, CO |
Q4 2025 |
503 |
$155.63M |
| Water Oak Advisors LLC |
Winter Park, FL |
Q3 2020 |
17 |
$155.45M |
| WASHINGTON GROWTH STRATEGIES LLC |
Washington, DC |
Q4 2025 |
56 |
$154.67M |
| Wright Wealth LLC |
Atlanta, GA |
Q4 2025 |
61 |
$153.39M |
| Wilson & Boucher Capital Management, LLC |
Moraga, CA |
Q4 2025 |
114 |
$152.28M |
| WALL STREET ASSOCIATES |
Lajolla, CA |
Q4 2016 |
202 |
$151.3M |
| WEALTHGARDEN F.S. LLC |
El Segundo, CA |
Q4 2025 |
159 |
$151.1M |
| WINEBRENNER CAPITAL MANAGEMENT LLC |
Louisville, KY |
Q4 2025 |
138 |
$150.06M |
| Winthrop Partners - WNY, LLC |
Buffalo, NY |
Q3 2019 |
290 |
$147.96M |
| Wealth Management Solutions, LLC |
Exton, PA |
Q3 2023 |
82 |
$145.84M |
| WINCAP FINANCIAL LLC |
Boston, MA |
Q4 2025 |
83 |
$145.67M |
| WealthTrust Asset Management, LLC |
Destin, FL |
Q4 2025 |
78 |
$143.18M |
| WESTERN FINANCIAL Corp |
San Diego, CA |
Q3 2022 |
93 |
$143M |
| Wechter Feldman Wealth Management, Inc. |
Parsippany, NJ |
Q2 2021 |
23 |
$142.9M |
| WealthTrak Capital Management LLC |
Virginia Beach, VA |
Q4 2025 |
72 |
$139.65M |
| WILLNER & HELLER, LLC |
Encino, CA |
Q4 2025 |
165 |
$139.15M |
| WESTPORT RESOURCES MANAGEMENT INC |
Westport, CT |
Q3 2016 |
569 |
$138.46M |
| Wealth & Pension Services Group, Inc. |
Atlanta, GA |
Q3 2019 |
121 |
$138.08M |
| Welch Financial Planning, LLC |
Boulder, CO |
Q4 2025 |
60 |
$137.3M |
| Wall Street Financial Group, Inc. |
Carlinville, IL |
Q4 2025 |
96 |
$137.28M |
| White Knight Strategic Wealth Advisors, LLC |
Princeton, NJ |
Q4 2025 |
89 |
$136.65M |
| WFA of San Diego, LLC |
San Diego, CA |
Q4 2025 |
401 |
$136.64M |
| Wallace Hart LLC |
Lexington, KY |
Q4 2025 |
58 |
$135.68M |
| Womack Financial LLC |
Dallas, TX |
Q4 2025 |
66 |
$135.43M |
| WINNOW WEALTH LLC |
Waco, TX |
Q4 2025 |
589 |
$135.37M |
| WPG Advisers, LLC |
Baltimore, MD |
Q4 2025 |
1,477 |
$134.74M |
| WORLDLY PARTNERS MANAGEMENT, LLC |
Needham, MA |
Q4 2025 |
3 |
$134.11M |
| Woodside Wealth Management LLC |
Framingham, MA |
Q4 2025 |
83 |
$133.99M |
| White & Co Financial Planning Inc |
Sunnyside, WA |
Q4 2025 |
19 |
$133.76M |
| Westwood Wealth Management |
Los Angeles, CA |
Q4 2025 |
106 |
$133.04M |
| Williams & Novak, LLC |
Westlake Village, CA |
Q4 2025 |
141 |
$132.83M |
| Windward Management LP |
Miami Beach, FL |
Q4 2025 |
8 |
$132.07M |
| WHI TRUST Co LLC |
Chicago, IL |
Q4 2025 |
94 |
$129.75M |
| WLTH Capital Management, LLC |
Chandler, AZ |
Q4 2025 |
26 |
$129.27M |
| Warm Springs Advisors Inc. |
Larkspur, CA |
Q4 2025 |
48 |
$129.25M |
| Wilmar Advisors LLC |
Juno Beach, FL |
Q4 2025 |
27 |
$128.03M |
| Williamson Legacy Group, LLC |
Carmel, IN |
Q4 2025 |
92 |
$127.94M |
| Walnut Level Capital LLC |
Denver, CO |
Q4 2025 |
32 |
$125.25M |
| WASHINGTON CAPITAL MANAGEMENT, INC |
Seattle, WA |
Q4 2025 |
111 |
$123.22M |
| Walthausen & Co., LLC |
Malta, NY |
Q3 2022 |
95 |
$119.83M |
| WIREGRASS INVESTMENT MANAGEMENT LLC |
Thomasville, GA |
Q4 2025 |
98 |
$119.63M |
| WULFF, HANSEN & CO. |
San Rafael, CA |
Q4 2025 |
102 |
$119.2M |
| William Howard & Co Financial Advisors Inc |
Memphis, TN |
Q4 2025 |
57 |
$118.63M |
| White Elm Capital, LLC |
Greenwich, CT |
Q4 2019 |
24 |
$117.85M |
| WYNNCHURCH CAPITAL PARTNERS IV, L.P. |
Rosemont, IL |
Q3 2025 |
1 |
$117.05M |
| WAYSTONE ADVISORS LLC |
Redmond, WA |
Q4 2025 |
102 |
$116.57M |
| WealthPoint Financial, LLC |
Cramerton, NC |
Q4 2025 |
117 |
$114.94M |
| Waycross Investment Management Co |
Bellingham, WA |
Q4 2025 |
47 |
$113.74M |
| WINTRUST INVESTMENTS LLC |
Chicago, IL |
Q4 2024 |
427 |
$113.54M |
| Wealth Advisory Team LLC |
Bellevue, KY |
Q4 2025 |
39 |
$113.12M |
| WJ Financial Advisors LLC |
Killingworth, CT |
Q4 2025 |
115 |
$112.29M |
| Windsor Advisory Group, LLC |
Columbus, OH |
Q4 2025 |
79 |
$112.04M |
| Wasserstein Debt Opportunities Management, L.P. |
New York, NY |
Q4 2025 |
1 |
$110.74M |
| Wellington Wealth Strategies, LLC. |
Indianapolis, IN |
Q4 2024 |
66 |
$109.13M |
| Winter & Associates, Inc. |
St. Paul, MN |
Q4 2025 |
82 |
$108.18M |
| Wheels Up Wealth, Inc. |
Benicia, CA |
Q4 2025 |
25 |
$107.34M |
| Western Reserve Capital Management, LLC |
Hudson, OH |
Q4 2025 |
48 |
$107.25M |
| Watershed Asset Management, L.L.C. |
San Francisco, CA |
Q4 2025 |
118 |
$107.09M |
| Wolfstich Capital, LLC |
Medfield, MA |
Q4 2025 |
17 |
$106.95M |
| WEBER CAPITAL MANAGEMENT LLC /ADV |
San Francisco, CA |
Q4 2025 |
14 |
$105.9M |
| Wall Capital Group, Inc. |
Phoenix, AZ |
Q4 2025 |
25 |
$105.02M |
| Wealth Enhancement & Preservation of GA, LLC |
Alpharetta, GA |
Q2 2023 |
48 |
$104.16M |
| Glenn W. Welling |
Newport Beach, CA |
Q4 2025 |
0 |
$104.11M |
| Western Pacific Wealth Management, LP |
Lake Forest, IL |
Q4 2025 |
181 |
$103.26M |
| Wisconsin Wealth Advisors, LLC |
Sun Prairie, WI |
Q4 2025 |
85 |
$102.04M |
| Wealth Group, Ltd. |
Raleigh, NC |
Q4 2025 |
84 |
$101.38M |
| Wagner Wealth Management, Corp |
Conyngham, PA |
Q4 2025 |
114 |
$101.35M |
| WealthCare Asset Management, LLC |
Springfield, MO |
Q4 2025 |
33 |
$101.01M |
| Wernau Asset Management Inc. |
Gloucester, MA |
Q4 2025 |
46 |
$100.67M |
| Wintergreen Advisers, LLC |
Mount Olive, NJ |
Q1 2019 |
4 |
$99.46M |
| Waterstone Capital Management, L.P. |
St. Louis Park, MN |
Q4 2019 |
8 |
$98.63M |
| Whitford Management LLC |
New York, NY |
Q4 2025 |
20 |
$98.33M |
| Walsky Investment Management, Inc. |
Wyomissing, PA |
Q4 2025 |
52 |
$98.2M |
| WILEN INVESTMENT MANAGEMENT CORP. |
Bonita Springs, FL |
Q3 2022 |
87 |
$98.08M |
| WealthSpring Partners, LLC |
Long Beach, CA |
Q4 2025 |
58 |
$97.61M |
| Wallace Advisory Group, LLC |
Lafayette, CA |
Q4 2025 |
128 |
$95.31M |
| Weaver C. Barksdale & Associates, Inc. |
Nashville, TN |
Q4 2025 |
62 |
$95.3M |
| Weatherstone Capital Management |
Denver, CO |
Q1 2019 |
84 |
$94.48M |
| Weyland Capital Management, LLC |
Portsmouth, NH |
Q2 2016 |
9 |
$93.98M |
| Wilian Securities, LLC |
Vadnais Heights, MN |
Q4 2025 |
95 |
$92.77M |
| Walleye Partners, LLC |
Madison, WI |
Q4 2025 |
55 |
$90M |
| WEDGEWOOD INVESTORS INC /PA/ |
Erie, PA |
Q4 2025 |
104 |
$87.8M |
| Wiser Advisor Group LLC |
Phoenix, AZ |
Q4 2025 |
233 |
$87.44M |
| Wavelength Capital Management, LLC |
Westport, CT |
Q3 2023 |
15 |
$85.92M |
| Winning Points Advisors, LLC |
Boca Raton, FL |
Q4 2025 |
43 |
$82.66M |
| WESTON CAPITAL MANAGEMENT INC |
Los Angeles, CA |
Q4 2013 |
38 |
$80.95M |
| Weather Gauge Advisory, LLC |
Williamsburg, VA |
Q3 2021 |
75 |
$76.72M |
| Wilks Brothers, LLC |
Cisco, TX |
Q3 2019 |
7 |
$76.54M |
| White River Investment Partners, LLC |
San Francisco, CA |
Q3 2014 |
9 |
$72.29M |
| Westpark Management, LLC |
Plano, TX |
Q3 2022 |
3 |
$71.65M |
| Wayzata Investment Partners LLC |
Wayzata, MN |
Q3 2018 |
2 |
$70.91M |
| Wise Wealth Partners |
Phoenix, AZ |
Q4 2025 |
50 |
$69.67M |
| Wick Capital Partners, LLC |
Wayne, PA |
Q4 2025 |
206 |
$68.27M |
| Wealth CMT |
Cherry Hill, NJ |
Q2 2023 |
10 |
$66.17M |
| Wellington Capital Management, Inc. |
Chevy Chase, MD |
Q2 2025 |
81 |
$58.08M |
| WEST COAST ASSET MANAGEMENT INC |
Montecito, CA |
Q3 2014 |
33 |
$53.6M |
| Woodbine Capital Advisors LP |
New York, NY |
Q1 2014 |
23 |
$53.24M |
| Wells Financial Advisors INC |
Framingham, MA |
Q4 2025 |
72 |
$52.62M |
| WEST RIM CAPITAL ASSOCIATES II, L.P. |
Lehi, UT |
Q3 2023 |
1 |
$46.76M |
| Western Asset Management Company, LLC |
Pasadena, CA |
Q3 2025 |
10 |
$45.19M |
| Water Asset Management LLC |
New York, NY |
Q4 2019 |
17 |
$43.57M |
| West Tower Group, LLC |
Richmond, VA |
Q4 2025 |
76 |
$43.47M |
| WL ROSS & CO LLC |
Dallas, TX |
Q4 2021 |
1 |
$40.24M |
| Wilshire Advisors LLC |
Santa Monica, CA |
Q3 2025 |
7 |
$38.59M |
| Wealthgate Family Office, LLC |
Boulder, CO |
Q3 2024 |
14 |
$35.91M |
| Washington Harbour Partners LP |
Arlington, VA |
Q2 2025 |
24 |
$33.76M |
| Wavelength Asset Management LLC |
New York, NY |
Q3 2015 |
13 |
$30.29M |
| WHEATLAND ADVISORS INC |
Lancaster, PA |
Q2 2020 |
47 |
$24.1M |
| Warlander Asset Management, LP |
New York, NY |
Q3 2019 |
1 |
$17.76M |
| WiL, LLC |
Palo Alto, CA |
Q3 2022 |
3 |
$17.5M |
| WEST FACE CAPITAL INC. |
Toronto, Ontario, Canada |
Q3 2018 |
1 |
$16.64M |
| Peter C. Wendell |
San Mateo, CA |
Q4 2025 |
0 |
$16.59M |
| Worth Venture Partners, LLC |
Fort Lee, NJ |
Q4 2025 |
52 |
$13.81M |
| Wilson, Kemp & Associates, Inc. |
Birmingham, MI |
Q3 2014 |
27 |
$10.97M |
| Willoughby Capital Holdings, LLC |
Greenwich, CT |
Q3 2023 |
2 |
$7.65M |
| WAFRA INC. |
New York, NY |
Q4 2025 |
1 |
$7.65M |
| WEALTHY FOUNTAIN HOLDINGS INC |
Shanghai, China |
Q2 2018 |
1 |
$5.64M |
| Wealthstreet Investment Advisors, LLC |
Dallas, TX |
Q1 2022 |
71 |
$3.71M |
| Wolfswood Holdings, LLC |
New York, NY |
Q4 2025 |
4 |
$3.6M |
| WC PARTNERS EXECUTIVE IV, L.P. |
Rosemont, IL |
Q3 2025 |
0 |
$2.18M |
| Patrick Walsh |
Chicago, IL |
Q3 2016 |
0 |
$1.37M |
| West Oak Capital, LLC |
Westlake Village, CA |
Q3 2025 |
271 |
$660.6K |
| Willett Advisors LLC |
New York, NY |
Q3 2014 |
1 |
$273K |
| Wyrmwood Management LLC |
New York, NY |
Q4 2023 |
4 |
$104.5K |
| WOOD ASSET MANAGEMENT INC |
Sarasota, FL |
Q1 2015 |
42 |
$99.6K |
| Wabon Partners, L.P. |
Miami, FL |
Q4 2025 |
0 |
$0 |
| WADDELL & REED FINANCIAL SERVICES INC |
Shawnee Mission, KS |
Q3 2018 |
0 |
$0 |
| WADDELL & REED INC /KS/ |
Shawnee Mission, KS |
Q3 2018 |
0 |
$0 |
| WADDELL & REED INVESTMENT MANAGEMENT CO |
Shawnee Mission, KS |
Q3 2018 |
0 |
$0 |
| Waddington Investments Pte. Ltd. |
Singapore, Singapore |
Q4 2025 |
0 |
$0 |
| Thomas Wagner |
New York, NY |
Q4 2025 |
0 |
$0 |
| Wakefield Asset Managment Corp |
Englewood, CO |
Q4 2025 |
0 |
$0 |
| Wakefield Wealth Management LLLP |
Englewood, CO |
Q4 2025 |
0 |
$0 |
| Dr. Ernst Walch |
Schaan, Liechtenstein |
Q3 2020 |
0 |
$0 |
| Walsh Investments Pte. Ltd. |
Singapore |
Q4 2025 |
0 |
$0 |
| Walter Scott Family Foundation |
Omaha, NE |
Q4 2025 |
0 |
$0 |
| Walter Scott & Partners Ltd |
Edinburgh, United Kingdom |
Q4 2025 |
0 |
$0 |
| Washington Crossing Advisers LLC |
Florham Park, NJ |
Q4 2025 |
0 |
$0 |
| Waterfront Capital Partners, LLC |
New York, NY |
Q4 2025 |
0 |
$0 |
| Waterstone Market Neutral Master Fund, Ltd. |
St. Louis Park, MN |
Q4 2019 |
0 |
$0 |
| WATERSTONE MF FUND LTD. |
Plymouth, MN |
Q3 2014 |
0 |
$0 |
| WATERSTONE OFFSHORE AD FUND, LTD. |
Camana Bay, Grand Cayman, Cayman Islands |
Q3 2014 |
0 |
$0 |
| Waterstone Offshore ER Fund, Ltd. |
Plymouth, MN |
Q3 2014 |
0 |
$0 |
| Waterton Global Resource Management, Inc. |
Toronto, Ontario, Canada |
Q3 2024 |
0 |
$0 |
| Waveland Family Office, LLC |
Deerfield, IL |
Q4 2024 |
0 |
$0 |
| Waverton Investment Management Ltd |
London, United Kingdom |
Q4 2025 |
0 |
$0 |
| W Capital Management, LLC |
New York, NY |
Q4 2025 |
0 |
$0 |
| WCG Management, L.P. |
New York, NY |
Q2 2016 |
0 |
$0 |
| Wealth Builder Funds LLC. |
Cary, IL |
Q4 2025 |
0 |
$0 |
| WEALTHFRONT CORP |
Palo Alto, CA |
Q3 2019 |
0 |
$0 |
| WEALTH MANAGEMENT CPAS, LLC |
Salt Lake City, UT |
Q4 2025 |
0 |
$0 |
| WealthShield, LLC |
Cary, NC |
Q1 2021 |
0 |
$0 |
| WEATHERBIE CAPITAL, LLC |
Boston, MA |
Q4 2025 |
0 |
$0 |
| WebFinancial Holding Corp |
New York, NY |
Q3 2024 |
0 |
$0 |
| ANDREW M. WEISS |
Boston, MA |
Q4 2025 |
0 |
$0 |
| Weiss Multi-Strategy Advisers LLC |
New York, NY |
Q1 2024 |
0 |
$0 |
| Welch Hornsby, Inc. |
Montgomery, AL |
Q4 2019 |
0 |
$0 |
| WELD CAPITAL MANAGEMENT LLC |
New York, NY |
Q3 2021 |
0 |
$0 |
| Stephen Welker |
New York, NY |
Q4 2025 |
0 |
$0 |
| Wellesley Bancorp, Inc. |
Wellesley, MA |
Q1 2020 |
0 |
$0 |
| Wellesley Bank |
Wellesley, MA |
Q1 2020 |
0 |
$0 |
| Wellington Management Australia Pty Ltd |
Sydney, Australia |
Q4 2025 |
0 |
$0 |
| WELLINGTON MANAGEMENT CANADA LLC |
Boston, MA |
Q4 2025 |
0 |
$0 |
| Wellington Management Co LLP |
Boston, MA |
Q4 2025 |
0 |
$0 |
| Wellington Management Europe GmbH |
Frankfurt Am Main, Germany |
Q4 2025 |
0 |
$0 |
| Wellington Management Hong Kong Ltd |
Boston, MA |
Q4 2025 |
0 |
$0 |
| Wellington Management International Ltd |
Boston, MA |
Q4 2025 |
0 |
$0 |
| Wellington Management Japan Pte Ltd |
Boston, MA |
Q4 2025 |
0 |
$0 |
| Wellington Management Singapore Pte Ltd |
Boston, MA |
Q4 2025 |
0 |
$0 |
| WELLINGTON TRUST Co N A |
Boston, MA |
Q4 2025 |
0 |
$0 |
| WELLS FARGO ADVISORS FINANCIAL NETWORK, LLC |
St. Louis, MO |
Q4 2025 |
0 |
$0 |
| WELLS FARGO BANK N A |
Sioux Falls, SD |
Q4 2025 |
0 |
$0 |
| Wells Fargo Central Pacific Holdings, Inc. |
San Francisco, CA |
Q3 2023 |
0 |
$0 |
| WELLS FARGO CLEARING SERVICES, LLC |
St. Louis, MO |
Q4 2025 |
0 |
$0 |
| WELLS FARGO DELAWARE TRUST CO, N.A. |
Wilmington, DE |
Q4 2025 |
0 |
$0 |
| Wells Fargo Foundation |
Minneapolis, MN |
Q3 2016 |
0 |
$0 |
| WELLS FARGO INVESTMENT INSTITUTE, INC. |
Charlotte, NC |
Q4 2025 |
0 |
$0 |
| Wells Fargo Securities, LLC |
Charlotte, NC |
Q4 2025 |
0 |
$0 |
| Richard J. Wells |
Toronto, Ontario, Canada |
Q3 2024 |
0 |
$0 |
| WESLEY CAPITAL MANAGEMENT, LLC |
New York, NY |
Q3 2016 |
0 |
$0 |
| Wespath Institutional Investments LLC |
Glenview, IL |
Q4 2025 |
0 |
$0 |
| WestBridge Capital US Advisors, LP |
San Mateo, CA |
Q4 2025 |
0 |
$0 |
| WESTCHESTER CAPITAL PARTNERS, LLC |
Valhalla, NY |
Q4 2025 |
0 |
$0 |
| West Coast Financial LLC |
Santa Barbara, CA |
Q2 2025 |
0 |
$0 |
| Westend S.A. |
Luxembourg, Luxembourg |
Q4 2025 |
0 |
$0 |
| Western International Securities, Inc. |
Pasadena, CA |
Q1 2025 |
0 |
$0 |
| West Financial Services, Inc. |
Mclean, VA |
Q4 2025 |
0 |
$0 |
| West Gate Advisors, LLC |
Los Angeles, CA |
Q3 2014 |
0 |
$0 |
| Westpac Financial Services Ltd |
Sydney, Australia |
Q4 2025 |
0 |
$0 |
| Westwood Advisors, L.L.C. |
Dallas, TX |
Q4 2025 |
0 |
$0 |
| Westwood International Advisors Inc. |
Toronto, Ontario, Canada |
Q4 2021 |
0 |
$0 |
| WESTWOOD MANAGEMENT CORP /TX |
Dallas, TX |
Q4 2025 |
0 |
$0 |
| Westwood Trust |
Dallas, TX |
Q4 2025 |
0 |
$0 |
| David S. Wetherell |
Greenwich, CT |
Q3 2018 |
0 |
$0 |
| WFG Capital Advisors LLC |
Mobile, AL |
Q3 2025 |
0 |
$0 |
| WFM ASIA (HK) Ltd |
Hong Kong, Hong Kong |
Q4 2025 |
0 |
$0 |
| WHIPPOORWILL ASSOCIATES, INC. |
White Plains, NY |
Q3 2015 |
0 |
$0 |
| Whitecap Investments Pte. Ltd. |
Singapore, Singapore |
Q4 2025 |
0 |
$0 |
| White Elm Capital Partners, L.P. |
Greenwich, CT |
Q4 2019 |
0 |
$0 |
| White Elm Master Offshore, Ltd. |
Camana Bay Grand Cayman, Cayman Islands |
Q4 2019 |
0 |
$0 |
| WHITE MOUNTAINS ADVISORS LLC |
Guilford, CT |
Q3 2021 |
0 |
$0 |
| WHITE SQUARE CAPITAL LLP |
London, United Kingdom |
Q3 2021 |
0 |
$0 |
| Whitnell & Co. |
Oak Brook, IL |
Q4 2020 |
0 |
$0 |
| C. John Wilder Jr. |
Dallas, TX |
Q2 2025 |
0 |
$0 |
| WILLIAM & FLORA HEWLETT FOUNDATION/ |
Menlo Park, CA |
Q3 2014 |
0 |
$0 |
| Willow Street Trust Co of Wyoming, LLC |
Jackson, WY |
Q4 2025 |
0 |
$0 |
| Wilmington Funds Management Corp |
Wilmington, DE |
Q4 2025 |
0 |
$0 |
| Wilmington Trust Asset Management, LLC |
Wilmington, DE |
Q4 2025 |
0 |
$0 |
| WILMINGTON TRUST CO |
Wilmington, DE |
Q4 2025 |
0 |
$0 |
| Wilmington Trust Investment Advisors, Inc. |
Wilmington, DE |
Q4 2025 |
0 |
$0 |
| Wilmington Trust Investment Management, LLC |
Wilmington, DE |
Q4 2025 |
0 |
$0 |
| Wilmington Trust, National Association |
Wilmington, DE |
Q4 2025 |
0 |
$0 |
| WIM Asset Management (HK) Ltd |
Hong Kong, Hong Kong |
Q2 2019 |
0 |
$0 |
| Windham Capital Management, LLC |
Boston, MA |
Q3 2024 |
0 |
$0 |
| Andrew D. Wingate |
Branford, CT |
Q3 2024 |
0 |
$0 |
| Wing Lake Capital, LLC |
New York, NY |
Q4 2014 |
0 |
$0 |
| Wing Lake Capital Master Fund, LP |
New York, NY |
Q4 2014 |
0 |
$0 |
| Wingspan Investment Management, LP |
New York, NY |
Q4 2016 |
0 |
$0 |
| Winton Capital Management Ltd |
London, United Kingdom |
Q4 2025 |
0 |
$0 |
| Wiss Private Client Advisors, LLC |
Florham Park, NJ |
Q4 2025 |
0 |
$0 |
| WMS Partners, LLC |
Towson, MD |
Q3 2025 |
0 |
$0 |
| Wolverine Holdings, L.P. |
Chicago, IL |
Q3 2025 |
0 |
$0 |
| WOODBURY FINANCIAL SERVICES, INC. |
Oakdale, MN |
Q4 2023 |
0 |
$0 |
| Woodford Investment Management Ltd |
London, United Kingdom |
Q4 2019 |
0 |
$0 |
| Woodford Patient Capital Trust Plc |
Oxford, United Kingdom |
Q3 2019 |
0 |
$0 |
| WoodTrust Bank |
Wisconsin Rapids, WI |
Q4 2025 |
0 |
$0 |
| WS Partners, L.L.C. |
San Francisco, CA |
Q3 2016 |
0 |
$0 |