Directory · every 13F filer
13F filers starting with B
All Funds · B
| Manager | Location | Latest Filing | Positions | 13F Reported Value |
|---|---|---|---|---|
| Bass Lee M | Q2 2026 | 1 | $0 | |
| Bardin Hill Management Partners LP | NEW YORK, NY | Q2 2026 | 1 | $0 |
| Blue Pool Management Ltd. | CAUSEWAY BAY, K3 | Q2 2026 | 1 | $0 |
| Bass Edward P | FORT WORTH, TX | Q2 2026 | 1 | $0 |
| Bain Capital Public Equity Management II, LLC | Boston, MA | Q2 2026 | 1 | $0 |
| Boundary Creek Advisors LP | TUCKAHOE, NY | Q2 2026 | 1 | $0 |
| Builders Vision, LLC | Chicago, IL | Q2 2026 | 1 | $0 |
| Brueske Advisory Services, LLC | Bellevue, WA | Q2 2026 | 1 | $0 |
| Bain Capital Public Equity, LP | Boston, MA | Q2 2026 | 1 | $0 |
| BLKBRD Asset Management, LP | Old Greenwich, CT | Q2 2026 | 1 | $0 |
| BRC-Global BAH Investments Ltd. | Nassau, C5 | Q2 2026 | 1 | $0 |
| Blind Man Capital, LLC | ERIE, PA | Q2 2026 | 1 | $0 |
| Bessemer Securities LLC | NEW YORK, NY | Q3 2024 | 1 | $0 |
| Boxer Capital, LLC | San Diego, CA | Q4 2024 | 1 | $0 |
| BHZ Capital Management, LP | San Jose, CA | Q2 2024 | 1 | $0 |
| Baymount Management LP | MIAMI, FL | Q4 2024 | 1 | $0 |
| Boulder Hill Capital Management LP | NEW YORK, NY | Q4 2024 | 1 | $0 |
| BFAM Partners (Cayman) Ltd | NORTHPOINT, HONG KONG, K3 | Q3 2024 | 1 | $44K |
| Brummer Multi-Strategy AB | STOCKHOLM, V7 | Q2 2026 | 1 | $1.2M |
| Bass Sid R | FORT WORTH, TX | Q2 2026 | 1 | $2.6M |
| Black Point Wealth Management | NAPLES, FL | Q2 2025 | 5 | $3.5M |
| Berkshire Partners LLC | Boston, MA | Q2 2026 | 1 | $5.0M |
| Belfer Management LLC | New York, NY | Q2 2026 | 16 | $6.0M |
| Braslyn Ltd. | NEW PROVIDENCE, C5 | Q4 2024 | 1 | $7.8M |
| Brandywine Financial Group | THOMPSONS STATION, TN | Q2 2026 | 20 | $8.4M |
| Birch Grove Capital LP | New York, NY | Q3 2024 | 1 | $8.8M |
| Bci Securities, Inc. | MIAMI, FL | Q2 2026 | 18 | $11.6M |
| BP PLC | London, X0 | Q2 2026 | 2 | $15.8M |
| Benson Investment Management Company, Inc. | Roanoke, VA | Q2 2026 | 9 | $18.8M |
| Bakala Capital LLC | Greenville, SC | Q2 2026 | 11 | $22.8M |
| BCK Capital Management LP | STAMFORD, CT | Q1 2026 | 21 | $23.0M |
| Broadfin Holdings LLC | MELVILLE, NY | Q2 2026 | 1 | $23.7M |
| Bancreek Capital Management, LP | SANTA MONICA, CA | Q2 2026 | 15 | $26.4M |
| Breakthru Advisory Services, LLC | MUSKEGO, WI | Q2 2026 | 14 | $29.8M |
| Berry Wealth Group, LP | GRANBURY, TX | Q2 2026 | 34 | $31.1M |
| Burren Capital Advisors Ltd | Gibraltar, J1 | Q3 2025 | 16 | $33.0M |
| Bregal General Partner Jersey Ltd | ST. HELIER, Y9 | Q2 2026 | 1 | $38.8M |
| Bratton Capital Management, L.P. | FORT WORTH, TX | Q2 2026 | 1 | $40.8M |
| Berylson Capital Partners, LLC | Boston, MA | Q3 2024 | 20 | $41.2M |
| BIOS Capital Management, LP | Fort Worth, TX | Q2 2026 | 6 | $41.7M |
| Baypointe Partners LLC | STAMFORD, CT | Q2 2026 | 15 | $41.7M |
| Bill & Melinda Gates Foundation | SEATTLE, WA | Q3 2024 | 5 | $43.5M |
| Broadcrest Asset Management, LLC | WINTER PARK, FL | Q3 2025 | 7 | $44.1M |
| B&I Capital AG | ZURICH, V8 | Q2 2026 | 28 | $45.3M |
| Broadhurst Jeffrey B | WEST POINT, PA | Q2 2026 | 23 | $47.0M |
| BTS Asset Management, Inc. | Lincoln, MA | Q2 2026 | 31 | $47.4M |
| Baker Hughes Holdings LLC | HOUSTON, TX | Q3 2024 | 2 | $47.6M |
| BlueMar Capital Management, LLC | Miami, FL | Q3 2024 | 23 | $49.9M |
| Biglari, Sardar | San Antonio, TX | Q2 2026 | 10 | $62.2M |
| Bestgate Wealth Advisors, LLC | FREDERICK, MD | Q2 2026 | 45 | $62.8M |
| Breachway Investments LLC | CHARLESTOWN, RI | Q2 2026 | 74 | $66.4M |
| Blue Barn Wealth, LLC | OREM, UT | Q4 2025 | 46 | $68.7M |
| Benefit Street Partners LLC | NEW YORK, NY | Q2 2026 | 21 | $69.6M |
| Blossom Wealth Management | SAN RAMON, CA, CA | Q2 2026 | 72 | $71.0M |
| Bayhunt Capital LLC | MILL VALLEY, CA | Q2 2026 | 23 | $77.1M |
| Blue Creek Capital Management Ltd | HONG KONG, K3 | Q3 2025 | 5 | $81.3M |
| BRX Global LP | GREENWICH, CT | Q2 2026 | 3 | $81.9M |
| Bryce Point Capital, LLC | SCARSDALE, NY | Q3 2025 | 168 | $81.9M |
| Baer Investment Advisory LLC | CORTE MADERA, CA | Q2 2026 | 25 | $82.5M |
| BlueDrive Global Investors LLP | London, X0 | Q3 2024 | 10 | $85.4M |
| Bradyco, Inc. | CAMBRIDGE, MA | Q2 2026 | 33 | $87.2M |
| Brown University | Providence, RI | Q2 2026 | 10 | $95.3M |
| Benson Wealth Management INC | OOLTEWAH, TN, TN | Q2 2026 | 367 | $99.4M |
| Brightlight Capital Management LP | WESTPORT, CT | Q1 2026 | 8 | $101.4M |
| Blantyre Capital Ltd | LONDON, X0 | Q2 2026 | 1 | $103.1M |
| Board of the Pension Protection Fund | CROYDON, X0 | Q2 2026 | 110 | $105.4M |
| Burkett Asset Management Ltd | VICTORIA, A1 | Q2 2026 | 59 | $107.0M |
| Bayforest Capital Ltd | LONDON, X0 | Q2 2026 | 917 | $108.2M |
| Barden Capital Management, Inc. | AUSTIN, TX | Q2 2026 | 53 | $108.4M |
| Briggs Wealth Management, Inc | GLASTONBURY, CT | Q2 2026 | 61 | $109.5M |
| Ballast Financial Advisors LLC | WEST CHESTER, PA | Q2 2026 | 71 | $110.5M |
| Beryl Capital Management LLC | REDONDO BEACH, CA | Q2 2026 | 7 | $110.7M |
| Banta Asset Management LP | NEWPORT BEACH, CA | Q2 2026 | 20 | $112.0M |
| Broyhill Asset Management, LLC | CHARLOTTE, NC | Q2 2026 | 77 | $112.5M |
| Bey-Douglas LLC | Marietta, GA | Q1 2026 | 56 | $114.6M |
| Bluebird Wealth Management LLC | MEDFIELD, MA | Q2 2026 | 89 | $115.3M |
| Blue Line Capital, LLC / IL | CHICAGO, IL | Q2 2026 | 75 | $115.6M |
| Bedminster, LLC | Bluffton, SC | Q2 2026 | 51 | $117.1M |
| Better Way Financial, LLC | ALLENTOWN, PA | Q2 2026 | 9 | $118.2M |
| Boyer Financial Services, Inc. | NEWPORT BEACH, CA | Q2 2026 | 57 | $118.4M |
| Belleair Asset Management, LLC | BELLEAIR BLUFFS, FL | Q2 2026 | 84 | $118.8M |
| Bannerstone Capital Management, LLC | WAYZATA, MN | Q2 2026 | 112 | $118.9M |
| BluePrint Investing LLC | SAN FRANCISCO, CA | Q2 2026 | 25 | $118.9M |
| Blom & Howell Financial Planning, Inc. | MODESTO, CA | Q2 2026 | 67 | $120.1M |
| Birchwood Financial Partners, Inc. | BLOOMINGTON, MN | Q2 2026 | 352 | $122.3M |
| Benchmark Financial, LLC | WILMINGTON, DE | Q2 2026 | 54 | $122.7M |
| Bolthouse Investments, LLC | Bakersfield, CA | Q2 2026 | 86 | $123.4M |
| Burnham & Co LLC | GRAND RAPIDS, MI | Q2 2026 | 197 | $124.0M |
| Bristlecone Value Partners, LLC | LOS ANGELES, CA | Q2 2026 | 70 | $124.3M |
| Box Hill Private Wealth LLC | SCOTTSDALE, AZ | Q2 2026 | 67 | $124.7M |
| Broussard Financial Group LLC | KAPLAN, LA | Q2 2026 | 35 | $124.9M |
| Barnes Dennig Private Wealth Management LLC | CINCINNATI, OH | Q2 2026 | 365 | $125.0M |
| Bretton Capital Management, LLC | San Francisco, CA | Q2 2026 | 20 | $125.3M |
| Brandywine Asset Management, Inc. | THORNTON, PA | Q1 2026 | 14 | $126.0M |
| Brooklands Fund Management Ltd | LONDON, X0 | Q2 2026 | 36 | $127.7M |
| BankChampaign, National Association | CHAMPAIGN, IL | Q2 2026 | 200 | $130.2M |
| Bayban | Bayport, MN | Q2 2026 | 595 | $130.3M |
| Benjamin Joseph Floyd Dba Floyd Capital Management | TEXARKANA, TX | Q2 2026 | 1 | $131.5M |
| Bain Capital Venture Investors, LLC | Boston, MA | Q2 2026 | 3 | $132.8M |
| Bayview Asset Management, LLC | CORAL GABLES, FL | Q2 2026 | 44 | $133.8M |
| Boreal Capital Management LLC | MIAMI, FL | Q2 2026 | 507 | $134.3M |
| BLVD Private Wealth, LLC | Prospect, KY | Q2 2026 | 71 | $134.6M |
| Benningfield Financial Advisors, LLC | SAN FRANCISCO, CA | Q2 2026 | 19 | $135.0M |
| BFI Wealth Solutions, LLC | DALLAS, TX | Q2 2026 | 82 | $135.0M |
| Barnett & Company, Inc. | CHATTANOOGA, TN | Q2 2026 | 86 | $135.1M |
| Barrier Capital Management, LLC | SAN FRANCISCO, CA | Q2 2026 | 18 | $136.8M |
| Broadwater Capital Management LLC | BOSTON, MA | Q2 2026 | 208 | $137.9M |
| BG Investment Services, LLC | HAGATNA, GU | Q2 2026 | 52 | $138.8M |
| Brickwood Asset Management LLP | LONDON, X0 | Q2 2026 | 10 | $139.2M |
| Balance Capital Partners L.P. | MIAMI, FL | Q2 2026 | 10 | $139.3M |
| Blue Investment Opportunities, LLC - Project Breeze Series 1 | MIAMI BEACH, FL | Q2 2026 | 1 | $139.5M |
| Bantamac Capital, LLC | CHICAGO, IL | Q2 2026 | 70 | $140.9M |
| Ball & Co Wealth Management Inc. | FRANKLIN, TN | Q2 2026 | 74 | $141.0M |
| Barington Companies Management, LLC | NEW YORK, NY | Q2 2026 | 9 | $142.2M |
| Bank of Marin | Novato, CA | Q2 2026 | 133 | $143.4M |
| Blue Jean Financial LLC | ALBANY, NY | Q2 2026 | 70 | $143.7M |
| Boyce & Associates Wealth Consulting, Inc. | CEDAR PARK, TX | Q2 2026 | 82 | $144.2M |
| Beacon Hill Wealth Management LTD. | VICTORIA, A1 | Q2 2026 | 27 | $144.3M |
| Blueline Advisors LLC | EXETER, NH | Q2 2026 | 260 | $144.4M |
| Bingham Private Wealth, LLC | SAN FRANCISCO, CA | Q2 2026 | 178 | $145.3M |
| Bridgelight Financial Advisors, Inc. | SHELTON, CT | Q2 2026 | 49 | $146.0M |
| Bislett Management, LLC | Palo Alto, CA | Q2 2026 | 18 | $147.6M |
| Blake Schutter Theil Wealth Advisors, LLC | DAYTON, OH | Q2 2026 | 110 | $147.8M |
| Black Maple Capital Management LP | MILWAUKEE, WI | Q2 2026 | 82 | $149.1M |
| Blodgett Wealth Advisors, LLC | CONCORD, CA | Q2 2026 | 72 | $149.2M |
| Black Cypress Capital Management, LLC | PONTE VEDRA BEACH, FL | Q2 2026 | 29 | $149.6M |
| Bridger Management, LLC | NEW YORK, NY | Q2 2026 | 24 | $150.1M |
| Black Diamond Capital Management I, LLLP | ST. THOMAS, VI | Q2 2026 | 8 | $151.0M |
| Brigade Capital Management, LP | NEW YORK, NY | Q2 2026 | 12 | $152.9M |
| Brooktree Capital Management | Grand Rapids, MI | Q2 2026 | 44 | $153.2M |
| bLong Financial, LLC | Memphis, TN | Q2 2026 | 80 | $153.5M |
| Bluegrass Capital Partners LP | Palm Beach, FL | Q2 2026 | 11 | $153.9M |
| Blalock Williams, LLC | ALEXANDER CITY, AL | Q2 2026 | 154 | $154.3M |
| Bright Futures Wealth Management, LLC. | WEBSTER, NY 14580, NY | Q2 2026 | 207 | $154.7M |
| Bonfire Financial | COLORADO SPRINGS, CO | Q2 2026 | 60 | $155.6M |
| Bayesian Capital Management, LP | Brooklyn, NY | Q2 2026 | 223 | $156.3M |
| Bruce G. Allen Investments, LLC | DENVER, CO | Q2 2026 | 1,037 | $156.9M |
| Blue Capital, Inc. | OMAHA, NE | Q2 2026 | 122 | $157.5M |
| Brightwater Advisory LLC | TAMPA, FL | Q2 2026 | 59 | $158.3M |
| Bank & Trust Co | LITCHFIELD, IL | Q2 2026 | 303 | $158.4M |
| Blue Water Life Science Advisors, LP | LARKSPUR, CA | Q2 2026 | 9 | $158.8M |
| BAM Wealth Management, LLC | LAKEWOOD, CO | Q2 2026 | 166 | $159.8M |
| Balanced Rock Investment Advisors LLC | ROSLINDALE, MA | Q2 2026 | 102 | $160.3M |
| Buckley Capital Advisors, LLC | MIAMI BEACH, FL | Q2 2026 | 13 | $160.8M |
| Burr Financial Services, LLC | Sparks, NV | Q2 2026 | 26 | $161.2M |
| Bosman Wealth Management, LLC | Redlands, CA | Q2 2026 | 56 | $161.2M |
| Bromfield Sneider Wealth Advisors | WESTWOOD, MA | Q1 2024 | 104 | $161.8M |
| Broadview Financial Management, LLC | WAUWATOSA, WI | Q2 2026 | 43 | $163.8M |
| Breakout Capital Partners, LP | NEW YORK, NY | Q2 2026 | 8 | $163.9M |
| Better Money Decisions, LLC | Santa Fe, NM | Q2 2025 | 74 | $164.6M |
| Bitterroot Capital Advisors LLC | BOZEMAN, MT | Q2 2026 | 53 | $166.0M |
| Boxwood Ventures, Inc. | CHICAGO, IL | Q2 2026 | 37 | $167.5M |
| Bravias Capital Group, LLC | ISELIN, NJ | Q2 2026 | 97 | $168.5M |
| Binnacle Investments Inc | URBANDALE, IA | Q3 2025 | 940 | $169.9M |
| Banco de Sabadell, S.A | MIAMI, FL | Q2 2026 | 61 | $170.4M |
| Bannerman Wealth Management Group, LLC | LEWISVILLE, TX | Q2 2026 | 37 | $171.3M |
| Brian Low Financial Group, LLC | BATON ROUGE, LA | Q2 2026 | 116 | $171.4M |
| Black Diamond Capital Management, L.L.C. | STAMFORD, CT | Q2 2025 | 13 | $171.6M |
| Boston Mountain Money Management Inc. | BENTONVILLE, AR | Q3 2024 | 64 | $172.2M |
| Boyar Asset Management Inc. | NEW YORK, NY | Q2 2026 | 77 | $174.4M |
| Basepoint Wealth LLC | CEDAR RAPIDS, IA | Q2 2026 | 632 | $174.8M |
| Buttonwood Financial Group, LLC | Kansas City, MO | Q2 2026 | 33 | $175.0M |
| BML Capital Management, LLC | ZIONSVILLE, IN | Q2 2026 | 15 | $175.1M |
| B Group, Inc. | DALLAS, TX | Q2 2026 | 18 | $176.2M |
| Blackston Financial Advisory Group, LLC | THE VILLAGES, FL | Q2 2026 | 106 | $177.4M |
| Bulwark Capital Corp | FERNANDINA BEACH, FL | Q2 2026 | 105 | $177.7M |
| Bullish | GEORGE TOWN, E9 | Q2 2026 | 3 | $178.2M |
| Braun-Bostich & Associates Inc. | CANONSBURG, PA | Q2 2026 | 135 | $179.1M |
| Baring Financial LLC | BELLINGHAM, WA | Q2 2026 | 83 | $181.1M |
| Brewster Financial Planning LLC | BROOKLYN, NY | Q2 2026 | 30 | $182.1M |
| BNB Wealth Management, LLC | SILVER SPRING, MD | Q2 2026 | 94 | $182.9M |
| Bush Investment Group, LLC | VALDOSTA, GA | Q1 2026 | 38 | $183.0M |
| BCO Wealth Management LLC | Carlsbad, NM | Q2 2026 | 45 | $183.4M |
| BXM Wealth LLC | Englewood, CO | Q2 2026 | 163 | $183.8M |
| Byrne Asset Management LLC | KINGSTON, NJ | Q2 2026 | 591 | $185.1M |
| Brookmont Capital Management | Dallas, TX | Q2 2026 | 61 | $186.4M |
| Bay Capital Advisors, LLC | VIRGINIA BEACH, VA | Q2 2026 | 108 | $186.5M |
| Bauman Advisory Group, LLC | LAS VEGAS, NV | Q2 2026 | 81 | $188.9M |
| Blue Oak Capital, LLC | MENLO PARK, CA | Q2 2025 | 67 | $190.3M |
| Beto Financial Group, LLC | BOISE, ID | Q2 2026 | 154 | $190.4M |
| BayBridge Capital Group, LLC | LIVERMORE, CA | Q2 2026 | 96 | $191.9M |
| Brown Shipley& Co Ltd | LONDON, X0 | Q2 2026 | 75 | $193.1M |
| Berbice Capital Management LLC | MELVILLE, NY | Q2 2026 | 87 | $193.2M |
| Ballew Advisors, Inc | Jackson, MS | Q2 2026 | 129 | $193.5M |
| Blue Door Asset Management, LLC | STAMFORD, CT | Q2 2026 | 18 | $194.3M |
| Birch Financial Group, LLC | KEENE, NH | Q2 2026 | 135 | $194.5M |
| Bridge Generations Wealth Management LLC | South Miami, FL | Q2 2026 | 34 | $196.2M |
| Bullseye Asset Management LLC | DENVER, CO | Q2 2026 | 56 | $196.7M |
| Battery Global Advisors, LLC | BOSTON, MA | Q2 2026 | 157 | $199.8M |
| Brindle & Bay Financial Advisors, LLC | FRISCO, TX | Q2 2026 | 86 | $199.9M |
| Beacon Financial Strategies CORP | RALEIGH, NC | Q2 2026 | 209 | $201.2M |
| Benedetti & Gucer, Inc. | ATLANTA, GA | Q1 2024 | 143 | $201.3M |
| Brandywine Managers, LLC | HOCKESSIN, DE | Q2 2026 | 46 | $202.2M |
| Bucket List Wealth Management, LLC | The Villages, FL | Q2 2026 | 63 | $203.0M |
| Bullseye Investment Management, LLC | CINCINNATI, OH | Q2 2026 | 321 | $203.5M |
| Buckland Partners Management Co LLC | HARRISON, NY | Q2 2026 | 97 | $204.2M |
| Beacon Advisors Holdings, LLC | AUSTIN, TX | Q2 2026 | 37 | $204.3M |
| Birch Capital Management, LLC | DALLAS, TX | Q2 2026 | 79 | $204.7M |
| BCK Partners, Inc. | Corning, NY | Q2 2026 | 28 | $207.4M |
| Babb Wealth Advisors LLC | Flagstaff, AZ | Q2 2026 | 19 | $207.5M |
| Breed's Hill Capital LLC | CHARLESTOWN, MA | Q2 2025 | 140 | $207.7M |
| BFI Infinity Ltd. | ZURICH, V8 | Q2 2026 | 62 | $208.2M |
| Baron Financial Group, LLC | Fair Lawn, NJ | Q2 2026 | 56 | $209.6M |
| Bradley & Co. Private Wealth Management, LLC | MIAMI, FL | Q2 2026 | 221 | $209.8M |
| Beckerman Institutional, LLC | OCEAN GROVE, NJ | Q2 2026 | 124 | $210.2M |
| Bridge Advisory, LLC | PASADENA, CA | Q3 2024 | 99 | $210.2M |
| Banque de Luxembourg S.A. | LUXEMBOURG, N4 | Q2 2026 | 78 | $212.0M |
| Birchbrook, Inc. | BANGOR, ME | Q2 2026 | 305 | $213.1M |
| Birchview Capital, LP | BURLINGTON, VT | Q2 2026 | 72 | $213.8M |
| Broadway Wealth Solutions, Inc. | San Antonio, TX | Q2 2026 | 92 | $214.1M |
| Bayshore Capital Advisors, LLC | TAMPA, FL | Q2 2026 | 42 | $214.2M |
| Base Wealth Management LLC | LAKEWOOD RANCH, FL | Q2 2026 | 66 | $215.0M |
| Brendel Financial Advisors LLC | HANOVER, NH | Q2 2026 | 101 | $216.0M |
| Barnes Wealth Management Group, Inc | Bakersfield, CA | Q2 2026 | 195 | $216.2M |
| Ballast Rock Private Wealth LLC | CHARLESTON, SC | Q2 2026 | 192 | $216.5M |
| Bellevue Asset Management, LLC | BELLEVUE, WA | Q2 2026 | 578 | $216.7M |
| Bull Street Advisors, LLC | SAVANNAH, GA | Q2 2026 | 95 | $219.0M |
| Boomfish Wealth Group, LLC | ALPHARETTA, GA | Q2 2026 | 95 | $219.5M |
| BankPlus Wealth Management LLC | JACKSON, MS | Q2 2026 | 126 | $222.2M |
| Brooks, Moore & Associates, Inc. | CHATTANOOGA, TN | Q2 2026 | 114 | $222.9M |
| Benchmark Wealth Management, LLC | OLD LYME, CT | Q2 2025 | 70 | $225.0M |
| Brucke Financial, Inc. | INDIANAPOLIS, IN | Q2 2026 | 175 | $225.1M |
| Beartown Capital Management, LLC | HUNTINGTON WOODS, MI | Q2 2026 | 40 | $225.4M |
| Baugh & Associates, LLC | ATLANTA, GA | Q2 2026 | 42 | $226.0M |
| Beaconlight Capital, LLC | New York, NY | Q2 2026 | 31 | $227.2M |
| Benchmark Investment Advisors LLC | CHICAGO, IL | Q2 2026 | 70 | $228.0M |
| BDFS Capital LLC | REHOBOTH BEACH, DE | Q2 2026 | 116 | $230.0M |
| Banyan Capital Management, Inc. | ATLANTA, GA | Q2 2026 | 55 | $230.1M |
| Burrus Financial Services, Inc. | SALT LAKE CITY, UT | Q2 2026 | 11 | $230.3M |
| Bullock Wealth Management Group | BLOOMINGTON, IN | Q2 2026 | 607 | $230.4M |
| Brighton Securities Corp. | ROCHESTER, NY | Q2 2026 | 50 | $232.8M |
| Braeburn Wealth Management LLC | MUSKEGON, MI | Q2 2026 | 99 | $233.0M |
| Blue Sky Capital Consultants Group, Inc. | Poway, CA | Q2 2026 | 74 | $233.8M |
| Bontempo Ohly Capital Mgmt LLC | BETHESDA, MD | Q2 2026 | 33 | $234.8M |
| BostonPremier Wealth LLC | HANOVER, MA | Q2 2026 | 79 | $235.5M |
| BancFirst Trust & Investment Management | OKLAHOMA CITY, OK | Q2 2026 | 65 | $237.0M |
| Bowman & Co S.C. | Oshkosh, WI | Q4 2025 | 118 | $237.1M |
| Bluedoor Private Wealth, LLC | BEVERLY, MA | Q2 2026 | 160 | $237.2M |
| Boit C F David | BOSTON, MA | Q2 2026 | 85 | $237.6M |
| Bright Financial Advisors, Inc. | Portage, MI | Q2 2026 | 72 | $238.9M |
| Brown Financial Advisory | FAIRHOPE, AL | Q2 2026 | 49 | $239.4M |
| Beaton Management Co. Inc. | HAVERHILL, MA | Q2 2026 | 157 | $245.4M |
| Blue Square Asset Management, LLC | NEW YORK, NY | Q2 2026 | 74 | $246.8M |
| BlackDiamond Wealth Management, LLC | NEW YORK, NY | Q2 2026 | 225 | $247.3M |
| Brogan Financial, Inc. | KNOXVILLE, TN | Q2 2026 | 64 | $249.5M |
| Bernzott Capital Advisors | Camarillo, CA | Q2 2026 | 35 | $249.9M |
| Ballast Asset Management, LP | DALLAS, TX | Q2 2026 | 53 | $250.7M |
| Boyum Wealth Architects LLC | BLOOMINGTON, MN | Q2 2026 | 72 | $251.2M |
| Brentview Investment Management LLC | NORTHFIELD, IL | Q2 2026 | 63 | $252.7M |
| Byrne Financial Freedom, LLC | FRANKLIN, MA | Q2 2026 | 119 | $256.1M |
| Beach Point Capital Management LP | Santa Monica, CA | Q2 2026 | 10 | $256.4M |
| Birchcreek Wealth Management, LLC | MIAMI TOWNSHIP, OH | Q2 2026 | 134 | $256.7M |
| Beaumont Asset Management, L.L.C. | BEAUMONT, TX | Q2 2026 | 79 | $257.4M |
| BIP Alliance, LLC | ATLANTA, GA | Q2 2025 | 49 | $260.4M |
| Bravera Wealth | BISMARCK, ND | Q2 2026 | 352 | $260.8M |
| BluePointe Capital Management, LLC | San Mateo, CA | Q1 2025 | 128 | $262.5M |
| Birmingham Capital Management Co. Inc. | BIRMINGHAM, AL | Q2 2026 | 90 | $263.0M |
| BlueChip Wealth Advisors LLC | Milton, GA | Q2 2026 | 172 | $263.8M |
| Boyd Wealth Management, LLC | SACRAMENTO, CA | Q2 2026 | 47 | $264.2M |
| Beddow Capital Management Inc. | JACKSON, WY | Q4 2025 | 55 | $264.9M |
| Ballentine Capital Advisors, Inc | GREENVILLE, SC | Q2 2026 | 26 | $265.4M |
| Beta Wealth Group, Inc. | SAN DIEGO, CA | Q2 2026 | 114 | $266.6M |
| Burk Holdings LLC | TULSA, OK | Q2 2026 | 640 | $270.5M |
| Bernard Wealth Management Corp. | ROYAL OAK, MI | Q2 2026 | 325 | $271.3M |
| Burford Brothers, Inc. | DALLAS, TX | Q2 2026 | 182 | $272.5M |
| Boulder Wealth Advisors, LLC | BOULDER, CO | Q2 2026 | 35 | $274.3M |
| Bigelow Investment Advisors, LLC | Portland, ME | Q2 2026 | 157 | $276.2M |
| Buska Wealth Management, LLC | WAUSAU, WI | Q2 2026 | 81 | $277.3M |
| Brophy Wealth Management, LLC | BEDFORD, NH | Q3 2024 | 212 | $279.4M |
| Bayshore Asset Management, LLC | CORAL GABLES, FL | Q2 2026 | 52 | $279.8M |
| BBJS Financial Advisors, LLC | SEATTLE, WA | Q3 2024 | 142 | $280.4M |
| BKM Wealth Management, LLC | BROOKFIELD, WI | Q2 2026 | 148 | $282.4M |
| Bandera Partners LLC | Brooklyn, NY | Q2 2026 | 19 | $283.9M |
| Blue Investment Partners LLC | ALAMO, CA | Q2 2025 | 52 | $285.1M |
| Bluestem Financial Advisors, LLC | SAVOY, IL | Q2 2026 | 34 | $285.5M |
| Brown Financial Advisors | MILFORD, OH | Q2 2026 | 212 | $286.4M |
| Bourne Lent Asset Management Inc. | PAWLING, NY | Q2 2026 | 65 | $289.4M |
| Bayberry Capital Partners LP | NEW YORK, NY | Q2 2026 | 27 | $290.2M |
| Buckhead Capital Management LLC | ATLANTA, GA | Q2 2026 | 146 | $291.5M |
| Bay Rivers Group | Williamsburg, VA | Q2 2026 | 125 | $292.6M |
| Breakwater Investment Management | SEATTLE, WA | Q2 2026 | 600 | $293.7M |
| Beacon Financial Planning, Inc. | HYANNIS, MA | Q2 2026 | 85 | $294.6M |
| Bastion Asset Management Inc. | Montreal, Z4 | Q2 2026 | 54 | $294.8M |
| Barbara Oil Co. | CHICAGO, IL | Q2 2026 | 73 | $297.2M |
| Bluescape Energy Partners LLC | Dallas, TX | Q2 2026 | 4 | $297.4M |
| Bank Pictet & Cie (asia) Ltd. | SINGAPORE, U0 | Q2 2024 | 93 | $298.6M |
| Breach Inlet Capital Management, LLC | MT. PLEASANT, SC | Q2 2026 | 10 | $300.0M |
| Bull Oak Capital, LLC | RANCHO SANTA FE, CA | Q2 2026 | 40 | $300.2M |
| BCU Wealth Advisors, LLC | Vernon Hills, IL | Q2 2026 | 63 | $301.1M |
| Brick & Kyle, Associates | NEWTOWN, PA | Q2 2026 | 96 | $302.9M |
| Biechele Royce Advisors | FISHERS, IN | Q3 2024 | 55 | $303.4M |
| Borer Denton & Associates, Inc. | BLUE BELL, PA | Q2 2026 | 74 | $304.9M |
| Bond Capital Management, LP | San Francisco, CA | Q2 2026 | 5 | $305.2M |
| Blackhawk Capital Partners, LLC | THIENSVILLE, WI | Q2 2026 | 146 | $306.1M |
| Bawa N Mallick Trust | FOREST HILLS, NY | Q2 2026 | 78 | $309.1M |
| Blacksheep Fund Management Ltd | Co. Dublin, L2 | Q2 2026 | 7 | $309.6M |
| Blue Water Asset Management | GRAND RAPIDS, MI | Q2 2026 | 108 | $309.8M |
| Bonness Enterprises Inc. | WASHINGTON, DC | Q2 2026 | 37 | $310.1M |
| Beacon Wealthcare LLC | RALEIGH, NC | Q2 2026 | 26 | $312.1M |
| Bennett Selby Investments LP | FALMOUTH, ME | Q2 2026 | 85 | $312.9M |
| BTG Pactual Global Asset Management Ltd | NEW YORK, NY | Q1 2024 | 102 | $313.6M |
| Burns Matteson Capital Management, LLC | CORNING, NY | Q2 2026 | 181 | $314.7M |
| Balanced Wealth Group LLC | WESTLAKE, OH | Q2 2026 | 78 | $316.3M |
| Boothe Investment Group, Inc. | DOVER, DE | Q2 2026 | 38 | $317.4M |
| Beacon Investment Advisors LLC | Gaithersburg, MD | Q2 2026 | 178 | $318.5M |
| Berkeley, Inc | Boise, ID | Q2 2026 | 86 | $318.7M |
| Barnes Pettey Financial Advisors, LLC | CLARKSDALE, MS | Q2 2026 | 175 | $319.2M |
| Burkett Financial Services, LLC | ROCK HILL, SC | Q2 2026 | 266 | $319.6M |
| Biltmore Wealth Management, LLC | TEMPE, AZ | Q2 2026 | 58 | $320.4M |
| Bluesphere Advisors LLC | EAST NORRITON, PA | Q2 2026 | 121 | $323.9M |
| Bishop & Co Investment Management, LLC | Erie, PA | Q2 2026 | 26 | $324.8M |
| Buttonwood Financial Advisors Inc. | BALTIMORE, MD | Q2 2026 | 110 | $328.7M |
| Bell & Brown Wealth Advisors, LLC | NEWPORT BEACH, CA | Q2 2026 | 73 | $330.1M |
| BCS Private Wealth Management, Inc. | RUMSON, NJ | Q2 2026 | 187 | $332.1M |
| BHK Investment Advisors, LLC | BIRMINGHAM, AL | Q2 2026 | 79 | $334.7M |
| Bank Ozk | LITTLE ROCK, AR | Q2 2026 | 159 | $336.7M |
| Brilliance Asset Management Ltd. | ADMIRALTY, HONG KONG, K3 | Q2 2026 | 11 | $339.3M |
| Bcwm, LLC | OVERLAND PARK, KS | Q2 2026 | 57 | $342.0M |
| Bear Mountain Capital, Inc. | SEATTLE, WA | Q2 2026 | 214 | $345.2M |
| Brady Family Wealth, LLC | SAINT LOUIS, MO | Q2 2026 | 113 | $346.5M |
| Bluefin Capital Management, LLC | NEW YORK, NY | Q2 2026 | 91 | $347.0M |
| BRIGHT VALLEY CAPITAL Ltd | HONG KONG, K3 | Q2 2026 | 11 | $348.7M |
| Beacon Bridge Wealth Partners, LLC | LOWER GWYNEDD, PA | Q2 2026 | 105 | $351.0M |
| BCR Wealth Strategies, LLC | VESTAVIA, AL | Q2 2026 | 32 | $355.9M |
| Bank of Stockton | STOCKTON, CA | Q2 2026 | 126 | $356.3M |
| Barrett & Company, Inc. | PROVIDENCE, RI | Q2 2026 | 707 | $357.2M |
| Bryant Woods Investment Advisors, LLC | GETZVILLE, NY | Q2 2026 | 85 | $359.6M |
| Bridge Creek Capital Management LLC | WEST BARNSTABLE, MA | Q3 2025 | 116 | $359.6M |
| Barometer Capital Management Inc. | TORONTO, A6 | Q2 2026 | 136 | $359.8M |
| Baker Boyer National Bank | WALLA WALLA, WA | Q2 2026 | 94 | $364.1M |
| Bain Capital Credit, LP | Boston, MA | Q2 2026 | 6 | $367.9M |
| Battery Management Corp. | BOSTON, MA | Q2 2026 | 5 | $368.3M |
| Bruce & Co., Inc. | CHICAGO, IL | Q2 2026 | 41 | $369.5M |
| Bray Capital Advisors | Naples, FL | Q4 2024 | 256 | $369.6M |
| B.O.S.S. Retirement Advisors, LLC | Lehi, UT | Q2 2026 | 157 | $370.4M |
| Boyd Watterson Asset Management LLC | CLEVELAND, OH | Q2 2026 | 394 | $371.2M |
| Bell Asset Management Ltd | Melbourne, C3 | Q2 2026 | 63 | $374.5M |
| Balance Wealth Partners LLC | WORTHINGTON, OH | Q2 2026 | 165 | $376.0M |
| Bridgefront Capital, LLC | AUSTIN, TX | Q2 2026 | 486 | $379.5M |
| Briaud Financial Planning Inc | COLLEGE STATION, TX | Q2 2026 | 42 | $380.2M |
| Baron Wealth Management LLC | TROY, MI | Q2 2026 | 304 | $385.7M |
| BridgePort Financial Solutions, LLC | FAIRFIELD, IA | Q2 2026 | 240 | $392.9M |
| Brown Miller Wealth Management, LLC | MCLEAN, VA | Q2 2026 | 204 | $397.2M |
| BlackBarn Capital Partners LP | NEW YORK, NY | Q2 2026 | 17 | $402.2M |
| Burke & Herbert Bank & Trust Co. | ALEXANDRIA, VA | Q2 2026 | 246 | $403.4M |
| Butensky & Cohen Financial Security, Inc. | PONTE VEDRA BEACH, FL | Q2 2026 | 99 | $404.3M |
| Buckley Wealth Management, LLC | Las Vegas, NV | Q2 2026 | 104 | $404.3M |
| Benchmark Financial Wealth Advisors, LLC | BOCA RATON, FL | Q2 2026 | 145 | $405.0M |
| Basso Capital Management, L.P. | STAMFORD, CT | Q2 2026 | 135 | $405.9M |
| Bond & Devick Financial Network, Inc. | ST. LOUIS PARK, MN | Q2 2026 | 207 | $406.1M |
| Burt Wealth Advisors | North Bethesda, MD | Q3 2025 | 115 | $407.3M |
| BNC Wealth Management, LLC | BEAVERTON, OR | Q2 2026 | 106 | $413.6M |
| BigSur Wealth Management LLC | MIAMI, FL | Q2 2026 | 169 | $415.5M |
| Ballast Advisors LLC | WOODBURY, MN | Q2 2026 | 197 | $419.7M |
| Boussard & Gavaudan Investment Management LLP | London, X0 | Q1 2026 | 84 | $420.8M |
| Birinyi Associates Inc. | Westport, CT | Q2 2026 | 61 | $422.7M |
| Bitwise Funds Trust | San Francisco, CA | Q2 2026 | 41 | $425.8M |
| BankPlus Trust Department | JACKSON, MS | Q2 2026 | 470 | $427.5M |
| Boone Capital Management LLC | ATLANTA, GA | Q2 2026 | 16 | $427.5M |
| BOS Asset Management, LLC | SPRINGFIELD, IL | Q2 2026 | 204 | $430.7M |
| BWM Planning, LLC | THE WOODLANDS, TX | Q2 2026 | 99 | $431.2M |
| Boundless Plain Holdings Ltd | HONG KONG, K3 | Q2 2026 | 11 | $431.6M |
| Blueshift Asset Management, LLC | RED BANK, NJ | Q2 2026 | 556 | $431.7M |
| BRC Group Holdings, Inc. | LOS ANGELES, CA | Q2 2026 | 37 | $433.6M |
| Bay Harbor Wealth Management, LLC | Hunt Valley, MD | Q2 2026 | 1,293 | $433.6M |
| Bare Financial Services, Inc | GAP, PA | Q2 2026 | 1,784 | $435.9M |
| Boltwood Capital Management | WALNUT CREEK, CA | Q2 2026 | 192 | $436.4M |
| Bridge City Capital, LLC | LAKE OSWEGO, OR | Q2 2026 | 114 | $438.1M |
| Bouvel Investment Partners, LLC | PHOENIXVILLE, PA | Q2 2026 | 84 | $442.3M |
| Brown, Lisle/Cummings, Inc. | PROVIDENCE, RI | Q2 2026 | 1,054 | $445.8M |
| Brown Wealth Management, LLC | NAPERVILLE, IL | Q2 2026 | 134 | $447.2M |
| Bregal Sagemount IV General Partner Jersey Ltd | ST. HELIER, Y9 | Q2 2026 | 1 | $449.0M |
| Brant Point Investment Management LLC | New York, NY | Q2 2026 | 96 | $449.1M |
| Bard Associates Inc. | CHICAGO, IL | Q2 2026 | 293 | $450.5M |
| Brand Asset Management Group, Inc. | CHESTERFIELD, MO | Q2 2026 | 223 | $452.4M |
| Boston Research & Management Inc. | MANCHESTER, MA | Q2 2026 | 121 | $452.6M |
| Beam Wealth Advisors, Inc. | COVINGTON, LA | Q2 2026 | 117 | $453.4M |
| Bison Wealth, LLC | Atlanta, GA | Q4 2024 | 319 | $454.0M |
| Bulldog Investors, LLP | SADDLE BROOK, NJ | Q2 2026 | 225 | $454.7M |
| Brightline Capital Management, LLC | Miami, FL | Q2 2026 | 11 | $461.5M |
| Bracebridge Capital, LLC | BOSTON, MA | Q2 2026 | 27 | $462.2M |
| Berkshire Capital Holdings Inc. | San Jose, CA | Q2 2026 | 122 | $462.3M |
| Baker Tilly Wealth Management, LLC | MADISON, WI | Q2 2026 | 284 | $466.1M |
| Brave Asset Management Inc. | Summit, NJ | Q2 2026 | 146 | $467.5M |
| Bill Few Associates, Inc. | SEWICKLEY, PA | Q2 2026 | 225 | $467.8M |
| BCGM Wealth Management, LLC | LAFAYETTE, IN | Q2 2026 | 182 | $473.0M |
| Barry Investment Advisors, LLC | NEW BEDFORD, MA | Q2 2026 | 102 | $478.1M |
| Bank of New Hampshire | LACONIA, NH | Q2 2026 | 537 | $479.2M |
| Bender Robert & Associates | PASADENA, CA | Q2 2026 | 39 | $481.2M |
| Berkeley Capital Partners, LLC | Milton, GA | Q2 2026 | 203 | $485.9M |
| Bulltick Wealth Management, LLC | Miami, FL | Q2 2026 | 134 | $490.3M |
| Bellars Harris Wealth Management, LLC | VIRGINIA BEACH, VA | Q2 2026 | 96 | $491.3M |
| Benin Management CORP | Redding, CT | Q2 2026 | 152 | $493.8M |
| Bedell Frazier Investment Counselling, LLC | Walnut Creek, CA | Q1 2026 | 128 | $495.0M |
| Blankinship & Foster, LLC | Solana Beach, CA | Q2 2026 | 79 | $495.5M |
| Bright Rock Capital Management, LLC | HANOVER, MA | Q2 2026 | 73 | $499.1M |
| Brown Capital Management LLC | BALTIMORE, MD | Q2 2026 | 54 | $500.2M |
| Beirne Wealth Consulting Services, LLC | SHELTON, CT | Q2 2026 | 102 | $502.6M |
| Builder Investment Group Inc. | ATLANTA, GA | Q2 2026 | 107 | $504.7M |
| Buffington Mohr McNeal | BOISE, ID | Q1 2025 | 111 | $507.0M |
| Beacon Financial Advisory LLC | CLEVELAND, OH | Q2 2026 | 417 | $508.0M |
| Bull Harbor Capital LLC | BETHESDA, MD | Q2 2026 | 552 | $512.8M |
| Beacon Harbor Wealth Advisors, Inc. | VIRGINIA BEACH, VA | Q2 2026 | 70 | $513.2M |
| BCM Advisors, LLC | LAFAYETTE, LA | Q2 2026 | 80 | $513.6M |
| Benedict Financial Advisors Inc. | ATLANTA, GA | Q2 2026 | 142 | $514.7M |
| Broadleaf Partners, LLC | Hudson, OH | Q2 2026 | 86 | $516.6M |
| Beverly Hills Private Wealth, LLC | BEVERLY HILLS, CA | Q2 2026 | 249 | $520.0M |
| Beacon Bank & Trust | Boston, MA | Q2 2026 | 160 | $524.5M |
| Bridgewealth Advisory Group, LLC | Fresno, CA | Q2 2026 | 141 | $529.9M |
| Ballast, Inc. | Lexington, KY | Q2 2026 | 156 | $530.2M |
| Broad Peak Investment Holdings Ltd. | SINGAPORE, U0 | Q1 2024 | 21 | $531.4M |
| Board of Trustees of The Leland Stanford Junior University | STANFORD, CA | Q2 2026 | 19 | $533.1M |
| Basecamp Wealth Advisors LLC | BELLEVUE, WA | Q2 2026 | 1,822 | $537.4M |
| Beck Capital Management, LLC | AUSTIN, TX | Q2 2026 | 139 | $542.4M |
| Broad Peak Investment Advisers Pte Ltd | SINGAPORE, U0 | Q2 2026 | 21 | $544.1M |
| Brooklyn FI, LLC | NEW YORK, NY | Q2 2026 | 434 | $546.9M |
| Bricktown Capital, LLC | DETROIT, MI | Q2 2026 | 28 | $553.5M |
| Brasada Capital Management, LP | HOUSTON, TX | Q2 2026 | 151 | $554.0M |
| BCS Wealth Management | JOHNSON CITY, TN | Q2 2026 | 270 | $555.1M |
| Bleichroeder LP | NEW YORK, NY | Q2 2026 | 78 | $558.9M |
| Bremer Bank National Association | ST PAUL, MN | Q1 2025 | 176 | $561.6M |
| BetterWealth, LLC | SAN JOSE, CA | Q2 2026 | 86 | $565.3M |
| Blue Zone Wealth Advisors, LLC | LOS ANGELES, CA | Q2 2026 | 125 | $572.8M |
| Bernardo Wealth Planning LLC | HARLEYSVILLE, PA | Q2 2026 | 139 | $585.4M |
| Brass Tax Wealth Management, Inc. | CINCINNATI, OH | Q3 2025 | 246 | $601.5M |
| Banc Funds Co. LLC | CHICAGO, IL | Q2 2026 | 92 | $605.5M |
| Birnam Oak Advisors, LP | New York, NY | Q2 2026 | 37 | $611.6M |
| Balefire, LLC | DALLAS, TX | Q2 2026 | 475 | $612.9M |
| Baring Fintech Fund III Managers Ltd | St Peter Port, Y7 | Q2 2026 | 1 | $615.7M |
| Baker Chad R | PERRYSBURG, OH | Q2 2026 | 51 | $619.7M |
| Brandywine Trust Co. | HOCKESSIN, DE | Q2 2026 | 33 | $620.6M |
| Bellecapital International Ltd. | ZURICH, V8 | Q2 2026 | 123 | $625.4M |
| BOCHK Asset Management Ltd | Hong Kong, K3 | Q2 2026 | 144 | $634.1M |
| Broderick Brian C | BOSTON, MA | Q2 2026 | 95 | $646.1M |
| Broad Run Investment Management, LLC | ARLINGTON, VA | Q2 2026 | 24 | $649.7M |
| BlueSpruce Investments, LP | CHICAGO, IL | Q2 2026 | 18 | $650.4M |
| Belmont Capital, LLC | LOS ANGELES, CA | Q2 2025 | 167 | $657.5M |
| Blue Owl Capital Holdings LP | New York, NY | Q2 2026 | 71 | $658.0M |
| Beck Bode, LLC | DEDHAM, MA | Q2 2026 | 104 | $660.4M |
| Brady Martz Wealth Solutions, LLC | GRAND FORKS, ND | Q2 2026 | 228 | $662.0M |
| Bain Capital Prairie, LLC | Boston, MA | Q2 2026 | 1 | $663.1M |
| Bourgeon Capital Management LLC | Darien, CT | Q2 2026 | 102 | $669.5M |
| Blume Capital Management, Inc. | BERKELEY, CA | Q2 2026 | 356 | $674.4M |
| Bellwether Advisors, LLC | LINCOLN, NE | Q2 2026 | 167 | $675.0M |
| Beach Investment Counsel Inc. | WEST CONSHOHOCKEN, PA | Q1 2025 | 117 | $679.4M |
| Bell Investment Advisors, Inc | ORINDA, CA | Q2 2026 | 1,820 | $680.8M |
| Beacon Capital Management, LLC | FRANKLIN, TN | Q2 2026 | 175 | $682.5M |
| Burling Wealth Partners, LLC | CHICAGO, IL | Q2 2026 | 180 | $683.4M |
| Boston Standard Wealth Management, LLC | WINCHESTER, MA | Q2 2026 | 59 | $689.3M |
| Blue Fin Capital, Inc. | Warren, RI | Q2 2026 | 164 | $691.8M |
| Black Swift Group, LLC | BOULDER, CO | Q2 2026 | 143 | $692.0M |
| Bienville Capital Management, LLC | New York, NY | Q2 2026 | 92 | $693.5M |
| Brickley Wealth Management | SAN MATEO, CA | Q2 2026 | 68 | $696.4M |
| Bwcp, LP | DALLAS, TX | Q2 2026 | 24 | $700.1M |
| Balboa Wealth Partners | SCOTTSDALE, AZ | Q2 2026 | 476 | $734.4M |
| Barton Investment Management | WEST CONSHOHOCKEN, PA | Q2 2026 | 60 | $738.2M |
| Bearing Point Capital, LLC | BLOOMINGTON, MN | Q2 2026 | 203 | $740.2M |
| BDF-Gestion | PARIS, I0 | Q2 2026 | 143 | $746.8M |
| Banco BTG Pactual S.A. | RIO DE JANEIRO, D5 | Q2 2026 | 136 | $751.6M |
| Bedrijfstakpensioenfonds Voor DE Media Pno | HILVERSUM, P7 | Q3 2025 | 39 | $758.7M |
| Biltmore Family Office, LLC | CHARLOTTE, NC | Q2 2026 | 333 | $760.9M |
| B & T Capital Management DBA Alpha Capital Management | AUSTIN, TX | Q2 2026 | 128 | $762.9M |
| Bordeaux Wealth Advisors LLC | MENLO PARK, CA | Q2 2025 | 158 | $780.9M |
| Baron Silver Stevens Financial Advisors, LLC | Boca Raton, FL | Q2 2026 | 140 | $790.6M |
| Buffalo Business & Estate Services Ltd. | ORCHARD PARK, NY | Q2 2026 | 105 | $792.9M |
| Bornite Capital Management LP | NEW YORK, NY | Q2 2026 | 20 | $794.6M |
| Blue Bell Private Wealth Management, LLC | BLUE BELL, PA | Q2 2026 | 716 | $802.2M |
| Benchstone Capital Management LP | NEW YORK, NY | Q2 2026 | 36 | $802.5M |
| Biondo Investment Advisors, LLC | MILFORD, PA | Q2 2026 | 89 | $816.8M |
| Boussard & Gavaudan Gestion Sas | PARIS, I0 | Q2 2026 | 95 | $823.1M |
| Blue Edge Capital, LLC | RICHMOND, VA | Q2 2026 | 137 | $832.8M |
| Breakwater Capital Group | PARAMUS, NJ | Q2 2026 | 374 | $832.9M |
| Burton Enright Welch | WALNUT CREEK, CA | Q2 2026 | 136 | $851.5M |
| Brio Consultants, LLC | SAN FRANCISCO, CA | Q2 2026 | 164 | $853.4M |
| Bernicke Wealth Management, Ltd. | ALTOONA, WI | Q2 2026 | 111 | $861.3M |
| Brookwood Investment Group LLC | PHOENIX, AZ | Q2 2026 | 513 | $861.8M |
| BlueSky Wealth Advisors, LLC | New Bern, NC | Q2 2026 | 111 | $863.3M |
| Berman McAleer LLC | TIMONIUM, MD | Q2 2026 | 175 | $863.7M |
| Baxter Bros Inc. | RIVERSIDE, CT | Q2 2026 | 172 | $864.3M |
| Buckingham Capital Management, Inc. | DAYTON, OH | Q4 2024 | 131 | $871.6M |
| Bronte Capital Management Pty Ltd. | Bondi Junction, C3 | Q2 2026 | 56 | $888.3M |
| BloombergSen Inc. | TORONTO, A6 | Q2 2026 | 28 | $894.0M |
| BSW Wealth Partners | BOULDER, CO | Q2 2026 | 331 | $899.2M |
| Blueprint Financial Advisors LLC | GREENSBOTO, NC | Q2 2026 | 131 | $900.0M |
| Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors | CONCORD, MA | Q2 2026 | 493 | $902.8M |
| Bard Financial Services, Inc. | BRANFORD, CT | Q3 2025 | 212 | $911.2M |
| Barlow Wealth Partners, LLC | LOUISVILLE, KY | Q2 2026 | 149 | $925.5M |
| Buck Wealth Strategies, LLC | DENVER, CO | Q2 2026 | 1,170 | $956.2M |
| Burns J W & Co. Inc. | DEWITT, NY | Q2 2026 | 189 | $959.5M |
| Baker Ellis Asset Management LLC | Vancouver, WA | Q2 2026 | 265 | $964.1M |
| Bath Savings Trust Co | BATH, ME | Q2 2026 | 177 | $965.1M |
| BlueStem Wealth Partners, LLC | MINNETONKA, MN | Q2 2026 | 127 | $1.0B |
| B&D White Capital Company, LLC | Lakeway, TX | Q2 2026 | 94 | $1.0B |
| Baldwin Investment Management, LLC | WEST CONSHOHOCKEN, PA | Q2 2026 | 231 | $1.0B |
| Bedel Financial Consulting, Inc. | INDIANAPOLIS, IN | Q2 2026 | 307 | $1.0B |
| Broad Bay Capital Management, LP | New York, NY | Q2 2026 | 23 | $1.1B |
| Brehaut David Pascal | Vale, Y7 | Q2 2026 | 1 | $1.1B |
| Boulay Financial Advisors, LLC | EDEN PRAIRIE, MN | Q2 2026 | 6 | $1.1B |
| Bares Capital Management, Inc. | AUSTIN, TX | Q3 2025 | 24 | $1.1B |
| Bison Wealth, LLC | ATLANTA, GA | Q2 2026 | 477 | $1.1B |
| Berkshire Money Management, Inc. | DALTON, MA | Q2 2026 | 56 | $1.1B |
| Bruni J V & Co. | COLORADO SPRINGS, CO | Q2 2026 | 33 | $1.1B |
| Bbfit Investments Pte Ltd. | SINGAPORE, U0 | Q2 2026 | 7 | $1.1B |
| Beacon Financial Group | DALLAS, TX | Q2 2026 | 377 | $1.1B |
| Bfsg, LLC | IRVINE, CA | Q2 2026 | 765 | $1.1B |
| Bensler, LLC | Bellevue, WA | Q2 2026 | 198 | $1.1B |
| Black Diamond Financial, LLC | TOWSON, MD | Q2 2026 | 198 | $1.1B |
| Biglari Capital Corp. | San Antonio, TX | Q2 2026 | 12 | $1.2B |
| Bristlecone Advisors, LLC | BELLEVUE, WA | Q3 2025 | 233 | $1.2B |
| Blue Grotto Capital, LLC | ATLANTA, GA | Q2 2026 | 29 | $1.2B |
| Blueprint Investment Partners LLC | GREENSBORO, NC | Q2 2026 | 159 | $1.2B |
| Belvedere Trading LLC | CHICAGO, IL | Q2 2026 | 326 | $1.2B |
| Bank of Nova Scotia Trust Co. | TORONTO, A6 | Q2 2026 | 173 | $1.2B |
| Baader Bank Aktiengesellschaft | Unterschleissheim, 2M | Q2 2026 | 391 | $1.2B |
| Baskin Financial Services Inc. | TORONTO, A6 | Q2 2026 | 54 | $1.3B |
| Bramshill Investments, LLC | NAPLES, FL | Q2 2026 | 157 | $1.3B |
| Brandywine Oak Private Wealth LLC | Kennett Square, PA | Q2 2026 | 245 | $1.3B |
| Boxer Capital Management, LLC | San Diego, CA | Q2 2026 | 63 | $1.3B |
| BTG Pactual Asset Management US LLC | NEW YORK, NY | Q2 2026 | 415 | $1.3B |
| Bangor Savings Bank | BANGOR, ME | Q2 2026 | 543 | $1.4B |
| Bpifrance SA | MAISONS ALFORT, CEDEX, I0 | Q2 2026 | 2 | $1.4B |
| Bristol Gate Capital Partners Inc. | TORONTO, A6 | Q2 2026 | 33 | $1.4B |
| Baring Fintech Manager Holding Ltd | Castel, Y7 | Q2 2026 | 1 | $1.5B |
| Bank Hapoalim BM | TEL AVIV, L3 | Q2 2026 | 118 | $1.5B |
| Baldwin Wealth Partners LLC | Marion, MA | Q2 2026 | 234 | $1.5B |
| Bank of Finland | HELSINKI, H9 | Q2 2026 | 4 | $1.5B |
| Bouchey Financial Group, Ltd. | TROY, NY | Q2 2026 | 191 | $1.5B |
| Beaumont Financial Advisors, LLC | NEEDHAM, MA | Q2 2026 | 383 | $1.6B |
| Blue Chip Partners, LLC | FARMINGTON HILLS, MI | Q2 2026 | 184 | $1.6B |
| Beaird Harris Wealth Management, LLC | DALLAS, TX | Q2 2026 | 707 | $1.6B |
| BTC Capital Management, Inc. | DES MOINES, IA | Q2 2026 | 207 | $1.6B |
| Boston Family Office LLC | BOSTON, MA | Q2 2026 | 314 | $1.6B |
| Beacon Capital Management, Inc. | DAYTON, OH | Q2 2026 | 133 | $1.7B |
| Bain Capital Life Sciences Investors, LLC | Boston, MA | Q2 2026 | 21 | $1.7B |
| Boston Common Asset Management, LLC | BOSTON, MA | Q2 2026 | 186 | $1.7B |
| Browning West LP | LOS ANGELES, CA | Q2 2026 | 6 | $1.7B |
| Beese Fulmer Investment Management, Inc. | CANTON, OH | Q2 2026 | 401 | $1.7B |
| Black Creek Investment Management Inc. | TORONTO, A6 | Q2 2026 | 27 | $1.8B |
| Barr E S & Co. | LEXINGTON, KY | Q2 2026 | 112 | $1.8B |
| B. Riley Wealth Advisors, Inc. | MEMPHIS, TN | Q2 2026 | 831 | $1.8B |
| Bridgewater Advisors Inc. | NEW YORK, NY | Q2 2026 | 478 | $1.8B |
| Bar Harbor Wealth Management | CONCORD, NH | Q2 2026 | 268 | $1.9B |
| Broadwood Capital Inc. | New York, NY | Q2 2026 | 6 | $1.9B |
| BOK Financial Private Wealth, Inc. | DENVER, CO | Q2 2026 | 792 | $1.9B |
| Berger Financial Group, Inc | PLYMOUTH, MN | Q2 2026 | 475 | $2.0B |
| Bowie Capital Management, LLC | Richardson, TX | Q2 2026 | 30 | $2.0B |
| Bank of Hawaii | HONOLULU, HI | Q2 2026 | 233 | $2.0B |
| Berkley W R Corp. | Greenwich, CT | Q2 2026 | 339 | $2.0B |
| BBR Partners, LLC | NEW YORK, NY | Q2 2026 | 250 | $2.1B |
| Bank of Italy | ROME, L6 | Q2 2026 | 8 | $2.2B |
| BSN CAPITAL PARTNERS Ltd | Q2 2026 | 26 | $2.2B | |
| Bryn Mawr Trust Advisors, LLC | PHILADELPHIA, PA | Q2 2026 | 456 | $2.3B |
| Basswood Capital Management, L.L.C. | NEW YORK, NY | Q2 2026 | 108 | $2.3B |
| BlueCrest Capital Management Ltd | ST HELIER, Y9 | Q2 2026 | 250 | $2.3B |
| BNDES Participacoes S.A. | RIO DE JANEIRO, D5 | Q2 2026 | 1 | $2.4B |
| Banque Cantonale Vaudoise | LAUSANNE, V8 | Q2 2026 | 816 | $2.4B |
| Blackhill Capital Inc. | MORRISTOWN, NJ | Q2 2026 | 47 | $2.4B |
| Birch Hill Investment Advisors LLC | Boston, MA | Q2 2026 | 211 | $2.5B |
| Berkshire Asset Management LLC | WILKES BARRE, PA | Q2 2026 | 270 | $2.5B |
| BLS Capital Fondsmaeglerselskab A/S | KLAMPENBORG, G7 | Q2 2026 | 11 | $2.6B |
| Bell Bank | FARGO, ND | Q2 2026 | 195 | $2.6B |
| Baltimore-Washington Financial Advisors, Inc. | Columbia, MD | Q2 2026 | 206 | $2.7B |
| Beacon Investment Advisory Services, Inc. | MORRISTOWN, NJ | Q2 2026 | 811 | $2.7B |
| Braidwell LP | STAMFORD, CT | Q2 2026 | 86 | $2.7B |
| BLB&B Advisors, LLC | MONTGOMERYVILLE, PA | Q2 2026 | 286 | $2.7B |
| Burkehill Global Management, LP | NEW YORK, NY | Q2 2026 | 173 | $2.8B |
| Balentine LLC | ATLANTA, GA | Q2 2026 | 243 | $2.8B |
| BLI - Banque de Luxembourg Investments | LUXEMBOURG CITY, N4 | Q2 2026 | 195 | $2.8B |
| Bogart Wealth, LLC | MCLEAN, VA | Q2 2026 | 2,005 | $2.9B |
| BIT Capital GmbH | BERLIN, 2M | Q2 2026 | 82 | $2.9B |
| Belpointe Asset Management LLC | RENO, NV | Q2 2026 | 1,121 | $3.1B |
| Blue Whale Capital LLP | LONDON, X0 | Q2 2026 | 27 | $3.2B |
| Brooklyn Investment Group | NEW YORK, NY | Q1 2026 | 1,827 | $3.2B |
| Bollard Group LLC | BOSTON, MA | Q2 2026 | 308 | $3.3B |
| Boston Financial Mangement LLC | BOSTON, MA | Q4 2024 | 335 | $3.3B |
| BCV Asset Management Inc. | WINNIPEG, A2 | Q2 2026 | 116 | $3.3B |
| BIP Wealth, LLC | ATLANTA, GA | Q2 2026 | 560 | $3.5B |
| Braun Stacey Associates Inc. | NEW YORK, NY | Q2 2026 | 113 | $3.5B |
| BNP Paribas | NEW YORK, NY | Q2 2026 | 329 | $3.7B |
| Burney Co./ | RESTON, VA | Q2 2026 | 605 | $3.7B |
| Becker Capital Management Inc. | Portland, OR | Q2 2026 | 303 | $3.7B |
| Bragg Financial Advisors, Inc | CHARLOTTE, NC | Q2 2026 | 363 | $3.7B |
| Bank of Korea | SEOUL, M5 | Q2 2026 | 4 | $3.9B |
| BVF Inc. | San Francisco, CA | Q2 2026 | 44 | $3.9B |
| Bowen Hanes & Co. Inc. | PONTE VEDRA BEACH, FL | Q2 2026 | 151 | $4.1B |
| Busey Bank | URBANA, IL | Q2 2026 | 388 | $4.1B |
| BW Gestao de Investimentos Ltda. | SAO PAULO, D5 | Q2 2026 | 294 | $4.1B |
| BDT Capital Partners, LLC | CHICAGO, IL | Q2 2026 | 3 | $4.4B |
| BC Partners PE LP | New York, NY | Q2 2026 | 2 | $4.4B |
| Brave Warrior Advisors | New York, NY | Q2 2026 | 40 | $4.6B |
| Banque Transatlantique SA | PARIS, I0 | Q2 2026 | 494 | $4.7B |
| Bellevue Group AG | ZURICH, V8 | Q2 2026 | 148 | $4.8B |
| Bain Capital Investors LLC | Boston, MA | Q2 2026 | 8 | $4.8B |
| Bailard, Inc. | Foster City, CA | Q2 2026 | 763 | $4.9B |
| Bank Pictet & Cie (Europe) AG | FRANKFURT AM MAIN, 2M | Q2 2026 | 204 | $5.1B |
| Beck Mack & Oliver LLC | NEW YORK, NY | Q2 2026 | 201 | $5.1B |
| Bluespring Wealth Management, LLC | AUSTIN, TX | Q2 2026 | 549 | $5.2B |
| Baker Avenue Asset Management, LP | SAN FRANCISCO, CA | Q2 2026 | 810 | $5.3B |
| Boothbay Fund Management, LLC | NEW YORK, NY | Q2 2026 | 1,962 | $5.4B |
| Brighton Jones LLC | SEATTLE, WA | Q2 2026 | 1,422 | $5.4B |
| Baupost Group | BOSTON, MA | Q2 2026 | 23 | $5.4B |
| Barings LLC | CHARLOTTE, NC | Q2 2026 | 191 | $5.6B |
| Benjamin F. Edwards & Company, Inc. | ST. LOUIS, MO | Q2 2024 | 2,153 | $5.7B |
| Bridgeway Capital Management, LLC | HOUSTON, TX | Q2 2026 | 1,233 | $5.7B |
| Badgley Phelps Wealth Managers, LLC | SEATTLE, WA | Q2 2026 | 333 | $5.7B |
| Bristol John W & Co. Inc. | NEW YORK, NY | Q2 2026 | 62 | $6.8B |
| Border to Coast Pensions Partnership Ltd | LEEDS, X0 | Q2 2026 | 90 | $6.8B |
| Briar Hall Management LLC | Nashville, TN | Q2 2026 | 1 | $7.0B |
| Bradley Foster & Sargent Inc. | HARTFORD, CT | Q2 2026 | 535 | $7.1B |
| Brevan Howard Capital Management LP | ST. HELIER, Y9 | Q2 2026 | 1,914 | $7.1B |
| Bokf, NA | TULSA, OK | Q2 2026 | 1,160 | $7.3B |
| Bleakley Financial Group, LLC | PARSIPPANY, NJ | Q2 2026 | 944 | $7.9B |
| Bartlett & Co. Wealth Management LLC | CINCINNATI, OH | Q2 2026 | 1,334 | $8.0B |
| Ballentine Partners, LLC | Waltham, MA | Q2 2026 | 1,078 | $8.2B |
| Bridges Investment Management Inc. | OMAHA, NE | Q2 2026 | 401 | $8.2B |
| BC Partners Advisors L.P. | New York, NY | Q4 2024 | 3 | $9.2B |
| Blue Trust, Inc. | BRENTWOOD, TN | Q2 2026 | 2,446 | $9.5B |
| Buckingham Strategic Wealth, LLC | CLAYTON, MO | Q2 2024 | 765 | $9.7B |
| Banque Pictet & Cie SA | GENEVA 73, V8 | Q2 2026 | 319 | $9.7B |
| Brookstone Capital Management | WHEATON, IL | Q2 2026 | 1,305 | $10.0B |
| B. Metzler seel. Sohn & Co. Holding AG | FRANKFURT, 2M | Q3 2024 | 757 | $10.1B |
| Blue Sparrow, LLC | NEW YORK, NY | Q2 2026 | 126 | $10.3B |
| Burgundy Asset Management Ltd. | Toronto, A6 | Q3 2025 | 109 | $10.6B |
| Benjamin Edwards Inc. | Clayton, MO | Q2 2026 | 1,416 | $11.0B |
| B. Metzler seel. Sohn & Co. AG | FRANKFURT, 2M | Q2 2026 | 709 | $11.6B |
| BI Asset Management Fondsmaeglerselskab A/S | KOBENHAVN, G7 | Q2 2026 | 706 | $12.6B |
| Boston Trust Walden Corp | BOSTON, MA | Q2 2026 | 396 | $13.1B |
| Beutel, Goodman & Co Ltd. | TORONTO, A6 | Q2 2026 | 163 | $13.6B |
| Brandes Investment Partners, LP | LA JOLLA, CA | Q2 2026 | 193 | $14.3B |
| Brandywine Global Investment Management, LLC | Philadelphia, PA | Q4 2025 | 601 | $14.9B |
| BRITISH COLUMBIA INVESTMENT MANAGEMENT Corp | VICTORIA, A1 | Q2 2026 | 661 | $16.0B |
| Banco Bilbao Vizcaya Argentaria, S.A. | Madrid, U3 | Q2 2026 | 733 | $16.1B |
| Banco Santander, S.A. | Madrid, U3 | Q2 2026 | 511 | $16.1B |
| Baker Bros. Advisors LP | NEW YORK, NY | Q2 2026 | 84 | $20.0B |
| Beacon Pointe Advisors, LLC | NEWPORT BEACH, CA | Q2 2026 | 1,868 | $21.5B |
| Bahl & Gaynor LLC | CINCINNATI, OH | Q2 2026 | 341 | $21.7B |
| Brown Brothers Harriman & Co. | NEW YORK, NY | Q2 2026 | 1,818 | $22.8B |
| Bridgewater Associates | Westport, CT | Q2 2026 | 997 | $24.4B |
| Blackstone Inc. | NEW YORK, NY | Q2 2026 | 516 | $30.6B |
| Barrow Hanley Mewhinney & Strauss LLC | DALLAS, TX | Q2 2026 | 369 | $33.0B |
| Blair William & Co. | CHICAGO, IL | Q2 2026 | 1,998 | $38.4B |
| Bank Julius Baer & Co. Ltd, Zurich | ZURICH, V8 | Q2 2026 | 661 | $38.6B |
| Balyasny Asset Management L.P. | Chicago, IL | Q2 2026 | 2,094 | $54.7B |
| Betterment LLC | NEW YORK, NY | Q2 2026 | 675 | $59.1B |
| Brown Advisory Inc. | BALTIMORE, MD | Q2 2026 | 1,447 | $64.6B |
| Bank of Nova Scotia | TORONTO, A6 | Q2 2026 | 1,029 | $66.1B |
| Baron Capital (BAMCO) | NEW YORK, NY | Q2 2026 | 345 | $66.6B |
| Baird Financial Group, Inc. | MILWAUKEE, WI | Q2 2026 | 1,924 | $72.7B |
| Bessemer Group Inc. | WOODBRIDGE, NJ | Q2 2026 | 2,558 | $72.7B |
| Brookfield Corp | TORONTO, A6 | Q2 2026 | 139 | $77.0B |
| BNP PARIBAS ASSET MANAGEMENT Holding S.A. | Paris, I0 | Q2 2026 | 2,257 | $99.8B |
| Baillie Gifford & Co. | EDINBURGH, X0 | Q2 2026 | 273 | $110.2B |
| Boston Partners | BOSTON, MA | Q2 2026 | 803 | $112.6B |
| BNP Paribas Financial Markets | PARIS, I0 | Q2 2026 | 5,105 | $191.4B |
| Bank of Montreal | TORONTO, A6 | Q2 2026 | 3,335 | $275.2B |
| Berkshire Hathaway | Omaha, NE | Q2 2026 | 29 | $299.3B |
| Barclays PLC | LONDON, X0 | Q2 2026 | 4,648 | $316.8B |
| Bank of New York Mellon Corp | NEW YORK, NY | Q2 2026 | 4,274 | $609.3B |
| Bank of America Corp. | CHARLOTTE, NC | Q2 2026 | 5,665 | $1.55T |
| BlackRock Inc. | New York, NY | Q2 2024 | 5,226 | $4.41T |
| BlackRock, Inc. | New York, NY | Q2 2026 | 5,652 | $6.71T |