Directory · every 13F filer
13F filers starting with C
All Funds · C
| Manager | Location | Latest Filing | Positions | 13F Reported Value |
|---|---|---|---|---|
| Capital World Investors | LOS ANGELES, CA | Q2 2026 | 637 | $846.4B |
| Charles Schwab Investment Management Inc. | SAN FRANCISCO, CA | Q2 2026 | 3,439 | $751.3B |
| Capital Research Global Investors | Los Angeles, CA | Q2 2026 | 426 | $716.9B |
| Capital International Investors | Los Angeles, CA | Q2 2026 | 446 | $483.6B |
| Citigroup Inc. | NEW YORK, NY | Q2 2026 | 4,888 | $215.3B |
| Canada Pension Plan Investment Board | TORONTO ONTARIO, A6 | Q2 2026 | 1,694 | $180.8B |
| California Public Employees Retirement System | Sacramento, CA | Q2 2026 | 1,061 | $177.4B |
| Citadel Advisors | MIAMI, FL | Q2 2026 | 6,351 | $174.1B |
| Creative Planning | OVERLAND PARK, KS | Q2 2026 | 4,196 | $171.1B |
| Clearbridge Investments, LLC | NEW YORK, NY | Q2 2026 | 699 | $120.9B |
| Cetera Investment Advisers | SCHAUMBURG, IL | Q2 2026 | 4,863 | $109.8B |
| California State Teachers Retirement System | WEST SACRAMENTO, CA | Q2 2026 | 3,002 | $108.6B |
| Credit Suisse AG/ | ZURICH, V8 | Q1 2024 | 2,945 | $104.3B |
| Cerity Partners LLC | NEW YORK, NY | Q2 2026 | 3,288 | $82.4B |
| CIBC Bancorp USA Inc. | CHICAGO, IL | Q2 2026 | 1,845 | $80.8B |
| Commonwealth Equity Services, LLC | WALTHAM, MA | Q2 2026 | 4,415 | $79.5B |
| Corient Private Wealth LP | MIAMI, FL | Q2 2026 | 3,043 | $72.2B |
| Caisse de depot et placement du Quebec | Montreal, A8 | Q2 2026 | 705 | $70.2B |
| Captrust Financial Advisors | RALEIGH, NC | Q2 2026 | 3,168 | $65.3B |
| Cohen & Steers, Inc. | NEW YORK, NY | Q2 2026 | 442 | $63.2B |
| CANADA LIFE ASSURANCE Co | WINNIPEG, A2 | Q2 2026 | 1,810 | $62.7B |
| Cibc World Market Inc. | TORONTO, A6 | Q2 2026 | 1,469 | $59.4B |
| CIBC Private Wealth Group LLC | ATLANTA, GA | Q4 2025 | 3,397 | $59.2B |
| Connor, Clark & Lunn Investment Management Ltd. | VANCOUVER, A1 | Q2 2026 | 1,622 | $52.8B |
| Coatue Management | New York, NY | Q2 2026 | 66 | $48.6B |
| CIBC Asset Management Inc | TORONTO, Z4 | Q2 2026 | 1,428 | $45.6B |
| Cambridge Investment Research Advisors, Inc. | FAIRFIELD, IA | Q2 2026 | 4,043 | $44.6B |
| Credit Agricole S A | Montrouge Cedex, I0 | Q2 2026 | 1,114 | $39.4B |
| Chevy Chase Trust Holdings, LLC | BETHESDA, MD | Q2 2026 | 649 | $38.8B |
| Cwm, LLC | OMAHA, NE | Q1 2026 | 5,645 | $38.0B |
| Clear Street Group Inc. | NEW YORK, NY | Q2 2026 | 1,364 | $31.6B |
| CI Investments Inc. | TORONTO, Z4 | Q2 2026 | 746 | $31.1B |
| Calamos Advisors LLC | NAPERVILLE, IL | Q2 2026 | 942 | $27.6B |
| Cresset Asset Management, LLC | Chicago, IL | Q2 2026 | 1,667 | $27.5B |
| Comerica Bank | DALLAS, TX | Q4 2025 | 3,711 | $25.1B |
| Capitolis Liquid Global Markets LLC | NEW YORK, NY | Q2 2026 | 320 | $23.0B |
| Commerce Bank | KANSAS CITY, MO | Q2 2026 | 1,332 | $22.8B |
| Capula Management Ltd | Grand Cayman, E9 | Q2 2026 | 303 | $22.8B |
| Capricorn Investment Group LLC | NEW YORK, NY | Q2 2026 | 10 | $22.5B |
| Clal Insurance Enterprises Holdings Ltd | Tel-aviv, L3 | Q2 2026 | 215 | $22.2B |
| Candriam S.C.A. | STRASSEN, N4 | Q2 2026 | 678 | $22.2B |
| Commonwealth of Pennsylvania Public School Empls Retrmt SYS | HARRISBURG, PA | Q2 2026 | 1,759 | $20.6B |
| Capital Wealth Planning, LLC | NAPLES, FL | Q2 2026 | 154 | $20.0B |
| Cibc World Markets Corp. | NEW YORK, NY | Q4 2025 | 1,134 | $19.9B |
| Czech National Bank | PRAGUE, 2N | Q2 2026 | 503 | $18.3B |
| Clark Capital Management Group, Inc. | PHILADELPHIA, PA | Q2 2026 | 542 | $18.3B |
| Clear Street LLC | NEW YORK, NY | Q2 2025 | 657 | $17.0B |
| Capitolis Liquid Global Markets LLC | NEW YORK, NY | Q4 2025 | 317 | $16.8B |
| Congress Asset Management Co. | BOSTON, MA | Q2 2026 | 376 | $16.3B |
| Capstone Investment Advisors, LLC | NEW YORK, NY | Q2 2026 | 942 | $14.4B |
| Capital International, Inc. | Los Angeles, CA | Q2 2026 | 302 | $14.3B |
| Capital Fund Management S.A. | PARIS, I0 | Q2 2026 | 945 | $14.0B |
| Cardano Risk Management B.V. | ROTTERDAM, P7 | Q2 2026 | 52 | $13.0B |
| Centersquare Investment Management LLC | CONSHOHOCKEN, PA | Q2 2026 | 80 | $11.7B |
| Concurrent Investment Advisors, LLC | Tampa, FL | Q2 2026 | 2,027 | $11.7B |
| Clearstead Advisors, LLC | CLEVELAND, OH | Q2 2026 | 3,646 | $10.6B |
| CW Advisors, LLC | BOSTON, MA | Q2 2025 | 1,179 | $10.3B |
| Cullen Capital Management, LLC | New York, NY | Q2 2026 | 208 | $10.2B |
| Cullen/Frost Bankers, Inc. | San Antonio, TX | Q2 2026 | 1,418 | $10.1B |
| Carlyle Group Inc. | WASHINGTON, DC | Q2 2026 | 19 | $10.0B |
| Castle Hook Partners LP | NEW YORK, NY | Q2 2026 | 66 | $9.3B |
| Compagnie Lombard Odier SCmA | 1204 GENEVA, V8 | Q2 2026 | 485 | $9.2B |
| Causeway Capital Management LLC | LOS ANGELES, CA | Q2 2026 | 122 | $9.2B |
| CHURCHILL MANAGEMENT Corp | Los Angeles, CA | Q2 2025 | 164 | $9.2B |
| Choreo, LLC | ROCKFORD, IL | Q2 2026 | 1,690 | $9.1B |
| Cooke & Bieler LP | PHILADELPHIA, PA | Q2 2026 | 100 | $8.6B |
| Composition Wealth, LLC | LOS ANGELES, CA | Q2 2026 | 995 | $8.5B |
| Citizens Financial Group Inc. | PROVIDENCE, RI | Q2 2026 | 1,047 | $8.3B |
| Canoe Financial LP | CALGARY, A0 | Q2 2026 | 110 | $8.1B |
| Coldstream Capital Management Inc. | BELLEVUE, WA | Q2 2026 | 1,222 | $8.0B |
| Circle Wealth Management, LLC | SUMMIT, NJ | Q2 2026 | 256 | $8.0B |
| Crossmark Global Holdings, Inc. | HOUSTON, TX | Q2 2026 | 1,261 | $7.7B |
| Carmignac Gestion | PARIS, I0 | Q2 2026 | 94 | $7.7B |
| Cliftonlarsonallen Wealth Advisors, LLC | MINNEAPOLIS, MN | Q2 2026 | 253 | $7.6B |
| Capital Investment Advisors, LLC | ATLANTA, GA | Q2 2026 | 786 | $7.6B |
| CBRE Investment Management Listed Real Assets LLC | RADNOR, PA | Q2 2026 | 101 | $7.2B |
| Capital Group Private Client Services, Inc. | Los Angeles, CA | Q2 2026 | 260 | $7.1B |
| Cubist Systematic Strategies, LLC | Stamford, CT | Q3 2025 | 1,456 | $7.1B |
| Capital International Sarl | Los Angeles, CA | Q2 2026 | 287 | $7.1B |
| Cincinnati Insurance Co. | FAIRFIELD, OH | Q2 2026 | 64 | $6.9B |
| Cambridge Associates LLC /Ma/ | BOSTON, MA | Q2 2026 | 56 | $6.9B |
| Capital Advisors Inc. | TULSA, OK | Q2 2026 | 374 | $6.8B |
| Crestwood Advisors Group, LLC | BOSTON, MA | Q2 2026 | 877 | $6.7B |
| Curi Capital, LLC | CHICAGO, IL | Q2 2026 | 888 | $6.5B |
| Confluence Investment Management LLC | ST. LOUIS, MO | Q2 2026 | 290 | $6.4B |
| CCLA Investment Management | LONDON, X0 | Q4 2025 | 55 | $6.2B |
| Catalyst Capital Advisors LLC | San Juan, PR | Q2 2026 | 367 | $6.0B |
| Crawford Investment Counsel Inc. | ATLANTA, GA | Q2 2026 | 306 | $6.0B |
| Caisse Des Depots Et Consignations | PARIS, I0 | Q2 2026 | 235 | $5.9B |
| Carronade Capital Management, LP | DARIEN, CT | Q2 2026 | 23 | $5.8B |
| Country Trust Bank | Bloomington, IL | Q2 2026 | 628 | $5.7B |
| Choate Investment Advisors | BOSTON, MA | Q2 2026 | 472 | $5.7B |
| Cannell & Spears LLC | NEW YORK, NY | Q2 2026 | 445 | $5.6B |
| CENTRAL TRUST Co | JEFFERSON CITY, MO | Q2 2026 | 1,568 | $5.5B |
| Cassaday & Co Wealth Management LLC | MCLEAN, VA | Q2 2026 | 1,313 | $5.3B |
| Caxton Associates LLP | LONDON, X0 | Q2 2026 | 728 | $5.3B |
| Cincinnati Financial Corp. | CINCINNATI, OH | Q2 2026 | 56 | $5.2B |
| Caprock Group, LLC | BOISE, ID | Q2 2026 | 1,234 | $5.2B |
| Cantor Fitzgerald, L. P. | NEW YORK, NY | Q2 2026 | 252 | $5.2B |
| Callan Family Office, LLC | RADNOR, PA | Q2 2026 | 1,226 | $5.1B |
| Commerzbank Aktiengesellschaft | FRANKFURT, 2M | Q2 2026 | 347 | $5.0B |
| Carnegie Investment Counsel | PEPPER PIKE, OH | Q2 2026 | 547 | $5.0B |
| Chicago Partners Investment Group LLC | CHICAGO, IL | Q2 2026 | 1,521 | $5.0B |
| Context Capital Management, LLC | LAJOLLA, CA | Q2 2026 | 425 | $5.0B |
| Copeland Capital Management, LLC | Conshohocken, PA | Q2 2026 | 265 | $4.9B |
| CSM Advisors, LLC | WARRENDALE, PA | Q2 2026 | 406 | $4.7B |
| Cable Car Capital, LP | SAN FRANCISCO, CA | Q2 2026 | 215 | $4.7B |
| CreativeOne Wealth, LLC | OVERLAND PARK, KS | Q2 2026 | 1,189 | $4.6B |
| Conestoga Capital Advisors, LLC | WAYNE, PA | Q2 2026 | 109 | $4.6B |
| Cary Street Partners Financial LLC | RICHMOND, VA | Q2 2026 | 1,085 | $4.6B |
| ClearBridge Investments Ltd | Sydney, C3 | Q2 2025 | 25 | $4.6B |
| Comgest Global Investors S.A.S. | Paris, I0 | Q2 2026 | 55 | $4.5B |
| Channing Capital Management, LLC | Chicago, IL | Q2 2026 | 106 | $4.3B |
| Capital Analysts, LLC | FORT WASHINGTON, PA | Q2 2026 | 1,536 | $4.3B |
| Catterton Management Company, L.L.C. | GREENWICH, CT | Q2 2026 | 3 | $4.3B |
| Contour Asset Management LLC | NEW YORK, NY | Q2 2026 | 27 | $4.2B |
| Crake Asset Management LLP | LONDON, X0 | Q2 2026 | 23 | $4.2B |
| Chilton Investment Co. Inc. | STAMFORD, CT | Q2 2026 | 299 | $4.2B |
| Chicago Capital, LLC | Chicago, IL | Q2 2026 | 360 | $4.2B |
| C WorldWide Group Holding A/S | COPENHAGEN, G7 | Q2 2026 | 97 | $4.1B |
| Cardinal Capital Management, Inc. | WINNIPEG, A2 | Q2 2026 | 70 | $4.1B |
| CapitalatWork S.A. | AUDERGHEM, C9 | Q2 2026 | 93 | $4.0B |
| Champlain Investment Partners, LLC | BURLINGTON, VT | Q2 2026 | 129 | $3.9B |
| Compound Planning, Inc. | NEW YORK, NY | Q2 2026 | 1,248 | $3.8B |
| Castleark Management LLC | CHICAGO, IL | Q2 2026 | 309 | $3.7B |
| Cevian Capital II GP LTD | St. Helier, Y9 | Q2 2026 | 3 | $3.7B |
| Connectus Wealth, LLC | CINCINNATI, OH | Q1 2024 | 386 | $3.7B |
| Ceredex Value Advisors LLC | WINTER PARK, FL | Q2 2026 | 168 | $3.6B |
| Omega Advisors (Leon Cooperman) | BOCA RATON, FL | Q2 2026 | 39 | $3.5B |
| Confluence Wealth Services, Inc. | MCMURRAY, PA | Q2 2026 | 476 | $3.5B |
| Cohen Klingenstein LLC | NEW YORK, NY | Q2 2026 | 207 | $3.5B |
| CX Institutional | AUBURN, IN | Q2 2026 | 1,568 | $3.5B |
| Camden Asset Management L P | Los Angeles, CA | Q2 2026 | 73 | $3.4B |
| CoreCap Advisors, LLC | SOUTHFIELD, MI | Q2 2026 | 3,167 | $3.4B |
| Conning Inc. | HARTFORD, CT | Q2 2026 | 327 | $3.3B |
| Calamos Wealth Management LLC | NAPERVILLE, IL | Q2 2026 | 456 | $3.3B |
| CWA Asset Management Group, LLC | NAPLES, FL | Q2 2026 | 693 | $3.3B |
| Corvex Management LP | NEW YORK, NY | Q2 2026 | 24 | $3.2B |
| Constellation Investments, Inc. | MONTGOMERY, OH | Q2 2026 | 19 | $3.2B |
| Covea Finance | PARIS, I0 | Q2 2026 | 153 | $3.2B |
| Chilton Capital Management LLC | HOUSTON, TX | Q2 2026 | 591 | $3.2B |
| Caxton Associates LP | NEW YORK, NY | Q4 2024 | 475 | $3.1B |
| Clifford Swan Investment Counsel LLC | PASADENA, CA | Q2 2026 | 335 | $3.1B |
| Capital International Ltd. | LOS ANGELES, CA | Q2 2026 | 150 | $3.1B |
| Comprehensive Financial Management LLC | Los Gatos, CA | Q2 2026 | 39 | $3.0B |
| Cornerstone Advisors, LLC | ASHEVILLE, NC | Q2 2026 | 112 | $3.0B |
| Cookson Peirce & Co. Inc. | PITTSBURGH, PA | Q2 2026 | 317 | $3.0B |
| Cornerstone Investment Partners, LLC | ATLANTA, GA | Q2 2026 | 312 | $3.0B |
| Centiva Capital, LP | New York, NY | Q2 2026 | 1,439 | $3.0B |
| Caledonia (Private) Investments Pty Ltd | Sydney Nsw, C3 | Q2 2026 | 17 | $2.9B |
| Chartwell Investment Partners, LLC | BERYWN, PA | Q3 2024 | 412 | $2.9B |
| Canada Post Corp Registered Pension Plan | TORONTO, Z4 | Q2 2026 | 492 | $2.9B |
| Caption Management, LLC | OKLAHOMA CITY, OK | Q2 2026 | 538 | $2.8B |
| Chickasaw Capital Management LLC | MEMPHIS, TN | Q2 2026 | 97 | $2.8B |
| Consulta Ltd | LONDON, X0 | Q2 2026 | 15 | $2.8B |
| Capital Asset Advisory Services LLC | Williamston, MI | Q2 2026 | 374 | $2.8B |
| CastleKnight Management LP | New York, NY | Q2 2026 | 402 | $2.7B |
| CBIZ Investment Advisory Services, LLC | INDEPENDENCE, OH | Q2 2026 | 415 | $2.7B |
| Connecticut Wealth Management, LLC | FARMINGTON, CT | Q2 2026 | 340 | $2.7B |
| Cartenna Capital, LP | STAMFORD, CT | Q2 2026 | 35 | $2.7B |
| Cambridge Trust Co. | BOSTON, MA | Q1 2024 | 655 | $2.6B |
| Coronation Fund Managers Ltd. | Cape Town, T3 | Q2 2026 | 48 | $2.6B |
| Centaurus Financial, Inc. | ANAHEIM, CA | Q2 2026 | 1,111 | $2.6B |
| Chesley Taft & Associates LLC | CHICAGO, IL | Q2 2026 | 369 | $2.6B |
| Capital Counsel LLC | NEW YORK, NY | Q2 2026 | 58 | $2.6B |
| Cinctive Capital Management LP | New York, NY | Q2 2026 | 400 | $2.5B |
| Csenge Advisory Group | CLEARWATER, FL | Q2 2026 | 760 | $2.5B |
| Cooper Creek Partners Management LLC | NEW YORK, NY | Q2 2026 | 87 | $2.4B |
| Cornerstone Wealth Management, LLC | ST. PETERS, MO | Q2 2026 | 744 | $2.3B |
| Cambiar Investors LLC | Denver, CO | Q2 2026 | 150 | $2.3B |
| Carlson Capital Management | NORTHFIELD, MN | Q4 2024 | 112 | $2.3B |
| CSS LLC | CHICAGO, IL | Q2 2026 | 766 | $2.3B |
| CUSHING ASSET MANAGEMENT, LP dba NXG INVESTMENT MANAGEMENT | DALLAS, TX | Q2 2026 | 73 | $2.2B |
| Contrarius Group Holdings Ltd | Hamilton, D0 | Q2 2026 | 34 | $2.2B |
| Cyndeo Wealth Partners, LLC | ST. PETERSBURG, FL | Q2 2026 | 517 | $2.1B |
| Creative Financial Designs Inc. | KOKOMO, IN | Q2 2026 | 2,262 | $2.1B |
| Cerberus Capital Management, L.P. | NEW YORK, NY | Q2 2026 | 11 | $2.1B |
| Cobblestone Capital Advisors LLC | ROCHESTER, NY | Q3 2025 | 304 | $2.1B |
| Cidel Asset Management Inc. | TORONTO, A6 | Q2 2026 | 480 | $2.1B |
| Caligan Partners LP | NEW YORK, NY | Q2 2026 | 25 | $2.1B |
| Capstone Financial Advisors, Inc. | DOWNERS GROVE, IL | Q2 2026 | 191 | $2.1B |
| CenterBook Partners LP | GREENWICH, CT | Q2 2026 | 693 | $2.0B |
| Certuity, LLC | NORTH PALM BEACH, FL | Q2 2026 | 672 | $2.0B |
| C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors | Westlake, OH | Q2 2026 | 424 | $2.0B |
| Cambria Investment Management, L.P. | Manhattan Beach, CA | Q2 2026 | 731 | $2.0B |
| Courier Capital LLC | BUFFALO, NY | Q2 2026 | 399 | $2.0B |
| Casdin Capital, LLC | New York, NY | Q2 2026 | 43 | $2.0B |
| Cacti Asset Management LLC | ATLANTA, GA | Q2 2026 | 76 | $2.0B |
| Cerity Partners OCIO LLC | New York, NY | Q2 2026 | 28 | $2.0B |
| Cramer Rosenthal McGlynn LLC | STAMFORD, CT | Q2 2026 | 95 | $2.0B |
| Cormorant Asset Management, LP | BOSTON, MA | Q2 2026 | 50 | $2.0B |
| Community Trust & Investment Co. | LEXINGTON, KY | Q2 2026 | 144 | $1.9B |
| Campbell & CO Investment Adviser LLC | BALTIMORE, MD | Q2 2026 | 1,005 | $1.9B |
| CAS Investment Partners, LLC | WESTPORT, CT | Q2 2026 | 6 | $1.9B |
| Credential Qtrade Securities Inc. | VANCOUVER, A1 | Q1 2024 | 379 | $1.9B |
| Charles Schwab Trust Co | HENDERSON, NV | Q2 2026 | 171 | $1.8B |
| Capital Impact Advisors, LLC | Boston, MA | Q2 2026 | 29 | $1.8B |
| Catalyst Funds Management Pty Ltd | SYDNEY NSW, C3 | Q2 2026 | 641 | $1.8B |
| Covalis Capital LLP | LONDON, X0 | Q2 2026 | 100 | $1.8B |
| Check Capital Management Inc. | COSTA MESA, CA | Q2 2026 | 52 | $1.8B |
| Cardinal Point Capital Management ULC | TORONTO, A6 | Q2 2026 | 294 | $1.8B |
| Contrarius Investment Management Ltd | St. Helier, Y9 | Q3 2024 | 42 | $1.8B |
| Clarius Group, LLC | SEATTLE, WA | Q4 2025 | 384 | $1.8B |
| Cadence Bank | Tupelo, MS | Q4 2025 | 332 | $1.7B |
| CTC LLC | CHICAGO, IL | Q2 2026 | 28 | $1.7B |
| Country Club Bank | KANSAS CITY, MO | Q3 2025 | 325 | $1.7B |
| Cornerstone Wealth Group, LLC | HUNTERSVILLE, NC | Q2 2026 | 496 | $1.7B |
| Commodore Capital LP | NEW YORK, NY | Q2 2026 | 33 | $1.7B |
| China Universal Asset Management Co., Ltd. | SHANGHAI, F4 | Q2 2026 | 513 | $1.7B |
| City of London Investment Management Co. Ltd. | London, X0 | Q2 2026 | 80 | $1.7B |
| Compass Capital Management, Inc. | MINNEAPOLIS, MN | Q2 2026 | 91 | $1.7B |
| Cahaba Wealth Management, Inc. | Atlanta, GA | Q2 2026 | 158 | $1.7B |
| CORDA Investment Management, LLC. | HOUSTON, TX | Q2 2026 | 85 | $1.6B |
| Concentric Capital Strategies, LP | Stamford, CT | Q2 2026 | 304 | $1.6B |
| Capital Investment Advisory Services, LLC | RALEIGH, NC | Q2 2026 | 1,301 | $1.6B |
| Coastal Bridge Advisors, LLC | WESTPORT, CT | Q2 2026 | 469 | $1.6B |
| Clear Harbor Asset Management, LLC | Stamford, CT | Q2 2026 | 443 | $1.6B |
| Cryder Capital Partners LLP | LONDON, X0 | Q2 2026 | 10 | $1.6B |
| Checchi Capital Advisers, LLC | BEVERLY HILLS, CA | Q2 2026 | 603 | $1.6B |
| Clear Creek Financial Management, LLC | SILVERDALE, WA | Q2 2026 | 642 | $1.6B |
| Clearline Capital LP | NEW YORK, NY | Q2 2026 | 101 | $1.5B |
| Cozad Asset Management Inc. | CHAMPAIGN, IL | Q2 2026 | 453 | $1.5B |
| Cumberland Partners Ltd | TORONTO, A6 | Q2 2026 | 153 | $1.5B |
| Callodine Capital Management, LP | BOSTON, MA | Q2 2026 | 62 | $1.5B |
| Carrhae Capital LLP | London, X0 | Q2 2026 | 23 | $1.5B |
| CFS Investment Advisory Services, LLC | TOTOWA, NJ | Q2 2026 | 357 | $1.5B |
| Cantor Fitzgerald Investment Advisors L.P. | NEW YORK, NY | Q2 2026 | 184 | $1.5B |
| CapWealth Advisors, LLC | FRANKLIN, TN | Q2 2026 | 118 | $1.5B |
| Chai Trust Co. LLC | CHICAGO, IL | Q2 2026 | 12 | $1.5B |
| Colonial Trust Advisors | SPARTANBURG, SC | Q2 2026 | 807 | $1.4B |
| Clean Energy Transition LLP | LONDON, X0 | Q2 2026 | 14 | $1.4B |
| Crewe Advisors LLC | SALT LAKE CITY, UT | Q2 2026 | 1,135 | $1.4B |
| CGN Advisors LLC | MANHATTAN, KS | Q2 2026 | 322 | $1.4B |
| Clearwater Capital Advisors, LLC | HOFFMAN ESTATES, IL | Q2 2026 | 189 | $1.4B |
| Crosslink Capital Inc. | MENLO PARK, CA | Q2 2026 | 22 | $1.4B |
| Callan Capital, LLC | LA JOLLA, CA | Q1 2025 | 364 | $1.4B |
| Campbell Newman Asset Management Inc. | MILWAUKEE, WI | Q2 2026 | 99 | $1.3B |
| Central Securities Corp | New York, NY | Q2 2026 | 29 | $1.3B |
| Condor Capital Management | MARTINSVILLE, NJ | Q2 2026 | 173 | $1.3B |
| Callahan Advisors, LLC | Houston, TX | Q2 2026 | 181 | $1.3B |
| Cullinan Associates Inc. | LOUISVILLE, KY | Q2 2026 | 204 | $1.3B |
| Cadian Capital Management, LP | NEW YORK, NY | Q2 2026 | 28 | $1.3B |
| CCM Investment Advisers LLC | COLUMBIA, SC | Q2 2026 | 88 | $1.3B |
| Charter Oak Capital Management, LLC | PORTSMOUTH, NH | Q1 2026 | 208 | $1.3B |
| Cardiff Park Advisors, LLC | SAN MARCOS, CA | Q2 2026 | 347 | $1.3B |
| Clark Asset Management, LLC | STRATHAM, NH | Q2 2026 | 294 | $1.3B |
| Convergence Financial, LLC | COLUMBIA, MO | Q2 2026 | 272 | $1.3B |
| Conservest Capital Advisors, Inc. | WYNNEWOOD, PA | Q2 2026 | 132 | $1.3B |
| Capricorn Fund Managers Ltd | LONDON, X0 | Q2 2026 | 167 | $1.3B |
| Certified Advisory Corp | ALTAMONTE SPRINGS, FL | Q2 2026 | 327 | $1.2B |
| Caldwell Trust Co | Venice, FL | Q2 2026 | 811 | $1.2B |
| Continuum Advisory, LLC | EAGLE, ID | Q2 2026 | 1,986 | $1.2B |
| Cape Cod Five Cents Savings Bank | HYANNIS, MA | Q2 2026 | 203 | $1.2B |
| Clough Capital Partners L P | Boston, MA | Q2 2026 | 101 | $1.2B |
| Cooper Financial Group | IRVINE, CA | Q2 2026 | 448 | $1.2B |
| Cornerstone Advisory, LLC | HUNT VALLEY, MD | Q2 2026 | 273 | $1.2B |
| Coppell Advisory Solutions LLC | COPPELL, TX | Q2 2026 | 553 | $1.2B |
| Consolidated Portfolio Review Corp | WOODBURY, NY | Q2 2026 | 34 | $1.2B |
| Canandaigua National Bank & Trust Co. | CANANDAIGUA, NY | Q2 2026 | 305 | $1.2B |
| Clarkston Capital Partners, LLC | Rochester, MI | Q2 2026 | 96 | $1.2B |
| Crescent Grove Advisors, LLC | LAKE FOREST, IL | Q2 2026 | 297 | $1.2B |
| Cache Advisors, LLC | San Francisco, CA | Q2 2026 | 139 | $1.2B |
| Clarity Financial LLC | Houston, TX | Q2 2026 | 127 | $1.2B |
| Coliseum Capital Management, LLC | Rowayton, CT | Q2 2026 | 11 | $1.2B |
| Compass Ion Advisors, LLC | CONSHOHOCKEN, PA | Q2 2026 | 297 | $1.2B |
| Connors Investor Services Inc. | WYOMISSING, PA | Q2 2026 | 153 | $1.2B |
| Cascade Financial Partners, LLC | SAN DIEGO, CA | Q2 2026 | 279 | $1.2B |
| Consolidated Investment Group LLC | ENGLEWOOD, CO | Q2 2026 | 77 | $1.2B |
| Carret Asset Management, LLC | NEW YORK, NY | Q2 2026 | 309 | $1.1B |
| Connable Office Inc. | KALAMAZOO, MI | Q2 2026 | 231 | $1.1B |
| Coastline Trust Co | PROVIDENCE, RI | Q2 2026 | 406 | $1.1B |
| Cornerstone Capital, Inc. | Palo Alto, CA | Q2 2026 | 120 | $1.1B |
| Canandaigua National Corp. | CANANDAIGUA, NY | Q1 2026 | 310 | $1.1B |
| Campbell Wealth Management | ALEXANDRIA, VA | Q4 2024 | 97 | $1.1B |
| CVA Family Office, LLC | DENVER, CO | Q2 2026 | 1,801 | $1.1B |
| Common Fund for Nonprofit Organizations | NORWALK, CT | Q2 2026 | 29 | $1.1B |
| Cypress Capital Group | Palm Beach, FL | Q2 2026 | 314 | $1.1B |
| Center for Financial Planning, Inc. | SOUTHFIED, MI | Q2 2026 | 666 | $1.1B |
| Cutler Investment Counsel LLC | Jacksonville, OR | Q2 2026 | 157 | $1.1B |
| Convergence Investment Partners, LLC | Palm Beach Gardens, FL | Q2 2026 | 241 | $1.1B |
| Cahill Financial Advisors Inc. | EDINA, MN | Q2 2026 | 296 | $1.0B |
| Caliber Wealth Management, LLC / KS | Overland Park, KS | Q2 2026 | 300 | $1.0B |
| Columbus Macro, LLC | NEW CASTLE, PA | Q2 2026 | 207 | $1.0B |
| Cable Hill Partners, LLC | PORTLAND, OR | Q1 2025 | 217 | $1.0B |
| Capital Investment Services of America, Inc. | MILWAUKEE, WI | Q2 2026 | 83 | $1.0B |
| CKW Financial Group | HONOLULU, HI | Q2 2026 | 317 | $1.0B |
| CloudAlpha Capital Management Limited/Hong Kong | HONG KONG, K3 | Q2 2026 | 24 | $1.0B |
| Counterpoint Mutual Funds LLC | San Diego, CA | Q2 2026 | 295 | $1.0B |
| Catalyst Financial Partners LLC | BOSTON, MA | Q2 2026 | 416 | $1.0B |
| Capital Advisors, Ltd. LLC | SHAKER HEIGHTS, OH | Q2 2026 | 1,518 | $991.2M |
| Central Pacific Bank - Trust Division | HONOLULU, HI | Q2 2026 | 889 | $984.1M |
| Cheviot Value Management, LLC | BEVERLY HILLS, CA | Q2 2026 | 443 | $984.0M |
| Cabot Wealth Management Inc. | BEVERLY, MA | Q2 2026 | 142 | $982.2M |
| ClariVest Asset Management LLC | SAN DIEGO, CA | Q3 2024 | 844 | $980.2M |
| Claro Advisors Inc. | BOSTON, MA | Q2 2026 | 533 | $952.8M |
| CVFG LLC | SHELBYVILLE, IN | Q2 2026 | 250 | $952.1M |
| CCM Investment Group, LLC | NORTHFIELD, MN | Q1 2025 | 207 | $945.8M |
| Condire Management, LP | DALLAS, TX | Q2 2026 | 21 | $942.3M |
| Capital Investment Counsel, Inc | RALEIGH, NC | Q2 2026 | 266 | $929.3M |
| Claret Asset Management Corp | MONTREAL, A8 | Q2 2026 | 498 | $928.3M |
| Community Bank, N.A. | DeWitt, NY | Q2 2026 | 530 | $926.3M |
| Credit Industriel Et Commercial | PARIS FRANCE, I0 | Q2 2026 | 217 | $923.2M |
| Castellan Group | LOUISVILLE, KY | Q2 2026 | 39 | $910.0M |
| Columbus Hill Capital Management, L.P. | Short Hills, NJ | Q2 2026 | 29 | $898.8M |
| Clayton, Dubilier & Rice, LLC | NEW YORK, NY | Q2 2026 | 2 | $895.0M |
| Camrose Capital Investment Partners LLP | LONDON, X0 | Q2 2026 | 10 | $885.1M |
| City Holding Co. | CHARLESTON, WV | Q2 2026 | 587 | $884.5M |
| Caledonia Investments PLC | LONDON ENGLAND, X0 | Q2 2026 | 15 | $883.3M |
| Canyon Capital Advisors LLC | DALLAS, TX | Q2 2026 | 22 | $882.0M |
| Cannon Financial Strategists, Inc. | ATHENS, GA | Q2 2026 | 133 | $878.5M |
| Concord Wealth Partners | ABINGDON, VA | Q2 2026 | 885 | $873.2M |
| Compass Financial Group, INC | Sioux Falls, SD | Q2 2026 | 119 | $871.5M |
| CRA Financial Services, LLC | NORTHFIELD, NJ | Q2 2026 | 321 | $867.6M |
| Curated Wealth Partners LLC | EL SEGUNDO, CA | Q2 2026 | 241 | $863.3M |
| Culbertson A N & Co. Inc. | Charlottesville, VA | Q2 2026 | 140 | $858.7M |
| Conversant Capital LLC | SUMMIT, NJ | Q2 2026 | 17 | $852.5M |
| Capital Advisors Wealth Management, LLC | YAKIMA, WA | Q2 2026 | 228 | $850.9M |
| Cullen Investment Group, LTD. | LAFAYETTE, LA | Q2 2026 | 181 | $826.5M |
| Cardinal Capital Management | RALEIGH, NC | Q2 2026 | 138 | $826.3M |
| Capital Advantage, Inc. | Walnut Creek, CA | Q2 2026 | 150 | $819.6M |
| Compass Financial Management LLC | TAMPA, FL | Q2 2026 | 1,492 | $818.8M |
| Canal Capital Management, LLC | Richmond, VA | Q2 2026 | 220 | $818.7M |
| Cambient Family Office, LLC | ADA, MI | Q2 2026 | 328 | $813.0M |
| Cypress Wealth Services, LLC | PALM DESERT, CA | Q2 2026 | 422 | $812.7M |
| Capital Investment Counsel, LLC | DENVER, CO | Q2 2026 | 152 | $807.6M |
| Corsair Capital Management, L.P. | NEW YORK, NY | Q2 2026 | 164 | $794.5M |
| Cornerstone Planning Group LLC | FAIRFIELD, NJ | Q2 2026 | 1,867 | $794.1M |
| Colonial Trust Co / SC | SPARTANBURG, SC | Q2 2026 | 1,135 | $789.7M |
| CFM Wealth Partners LLC | AUSTIN, TX | Q2 2026 | 149 | $783.3M |
| Chatham Capital Group, Inc. | SAVANNAH, GA | Q2 2026 | 200 | $783.0M |
| Coho Partners, Ltd. | BERWYN, PA | Q3 2025 | 32 | $779.1M |
| Covington Investment Advisors Inc. | LIGONIER, PA | Q2 2026 | 73 | $773.9M |
| Cim, LLC | ALBANY, NY | Q2 2026 | 169 | $773.2M |
| Chescapmanager LLC | BALTIMORE, MD | Q2 2026 | 21 | $770.0M |
| Camden National Bank | CAMDEN, ME | Q2 2026 | 184 | $767.5M |
| Crews Bank & Trust | PORT CHARLOTTE, FL | Q2 2026 | 662 | $766.0M |
| Cigna Investments Inc. | BLOOMFIELD, CT | Q2 2026 | 480 | $765.3M |
| Clearstead Trust, LLC | PORTLAND, ME | Q2 2026 | 970 | $765.0M |
| Cornerstone Advisors Asset Management, LLC | BETHLEHEM, PA | Q2 2026 | 133 | $764.7M |
| Cary Street Partners Asset Management LLC | RICHMOND, VA | Q3 2024 | 209 | $758.8M |
| Cercano Management LLC | BELLEVUE, WA | Q2 2026 | 131 | $749.9M |
| CIBC Capital Markets (Europe) S.A. | LUXEMBOURG, N4 | Q2 2026 | 10 | $744.6M |
| Commonwealth Financial Services, LLC | VIENNA, WV | Q2 2026 | 317 | $744.2M |
| CFO4Life Group, LLC | COPPELL, TX | Q2 2026 | 236 | $742.1M |
| CPC Advisors, LLC | Atlanta, GA | Q2 2026 | 159 | $741.6M |
| Copos Capital B.V. | AMSTERDAM, P7 | Q2 2026 | 37 | $739.1M |
| Cohen Capital Management, Inc. | CORTE MADERA, CA | Q2 2026 | 152 | $735.5M |
| Caitong International Asset Management Co., Ltd | HONG KONG, K3 | Q2 2026 | 2,999 | $728.9M |
| Camber Capital Management LP | BOSTON, MA | Q2 2025 | 23 | $717.9M |
| Canvas Wealth Advisors, LLC | SHAWNEE, KS | Q2 2026 | 251 | $716.9M |
| Chandler Asset Management, Inc. | SAN DIEGO, CA | Q2 2026 | 21 | $709.7M |
| Central Bank & Trust Co. | LEXINGTON, KY | Q2 2026 | 185 | $705.3M |
| Crane Advisory, LLC | FULLERTON, CA | Q2 2026 | 55 | $696.6M |
| Cornerstone Management, Inc. | DULUTH, GA | Q2 2026 | 67 | $695.1M |
| Cortland Associates Inc. | ST LOUIS, MO | Q2 2026 | 62 | $691.8M |
| Capital Planning Advisors, LLC | Roseville, CA | Q1 2026 | 146 | $691.6M |
| CHICAGO TRUST Co NA | GRAYSLAKE, IL | Q2 2026 | 382 | $690.1M |
| Community Financial Services Group, LLC | NEWPORT, VT | Q2 2026 | 532 | $686.3M |
| Camelot Capital Partners, LLC | LAGUNA BEACH, CA | Q2 2025 | 1 | $685.6M |
| Calton & Associates, Inc. | Tampa, FL | Q2 2026 | 419 | $682.8M |
| Calydon Capital | MEMPHIS, TN | Q2 2026 | 277 | $682.6M |
| Citizens National Bank Trust Department | MERIDIAN, MS | Q2 2026 | 381 | $679.7M |
| Cadinha & Co. LLC | HONOLULU, HI | Q2 2026 | 107 | $675.2M |
| Carrera Capital Advisors | TROY, MI | Q2 2026 | 210 | $674.9M |
| Curran Financial Partners, LLC | DANIEL ISLAND, SC | Q2 2026 | 140 | $671.8M |
| Capital Management Corp. | GLEN ALLEN, VA | Q2 2026 | 72 | $666.3M |
| Cynosure Group, LLC | Salt Lake City, UT | Q2 2026 | 180 | $665.5M |
| Cantillon Capital Management LLC | New York, NY | Q2 2026 | 27 | $665.1M |
| Citizens Business Bank | ONTARIO, CA | Q2 2026 | 139 | $664.1M |
| Capital Group Investment Management Pte. LTD. | Raffles Quay, U0 | Q2 2026 | 143 | $663.5M |
| CMH Wealth Management LLC | PORTSMOUTH, NH | Q2 2026 | 117 | $655.5M |
| Clear Trail Advisors, LLC | HOUSTON, TX | Q2 2026 | 161 | $655.2M |
| Concord Asset Management, LLC | ABINGDON, VA | Q2 2026 | 126 | $645.8M |
| Centric Wealth Management | CHICAGO, IL | Q2 2026 | 209 | $643.2M |
| Chemistry Wealth Management LLC | NEW YORK, NY | Q2 2026 | 209 | $621.9M |
| CacheTech Inc. | LOGAN, UT | Q2 2026 | 169 | $617.5M |
| Conrad Siegel Investment Advisors, Inc. | HARRISBURG, PA | Q2 2026 | 74 | $614.6M |
| Childress Capital Advisors, LLC | HOUSTON, TX | Q2 2026 | 378 | $610.4M |
| Crusonia Wealth Advisors LLC | DENVER, CO | Q2 2026 | 234 | $608.9M |
| Conifer Management, L.L.C. | New York, NY | Q2 2026 | 6 | $606.7M |
| Curbstone Financial Management Corp | MANCHESTER, NH | Q2 2026 | 215 | $587.0M |
| Cambridge Advisors Inc. | OMAHA, NE | Q2 2026 | 183 | $581.7M |
| Cedar Mountain Advisors, LLC | LAKE OSWEGO, OR | Q2 2026 | 1,175 | $580.7M |
| Correct Capital Wealth Management | CLAYTON, MO | Q2 2026 | 108 | $580.0M |
| COFG Advisors, LLC | OAK BROOK, IL | Q2 2026 | 319 | $579.4M |
| Call To Action Foundation | Salt Lake City, UT | Q2 2026 | 1 | $579.0M |
| Conrad N. Hilton Foundation | WESTLAKE VILLAGE, CA | Q2 2026 | 2 | $575.6M |
| Columbia Asset Management | Ann Arbor, MI | Q2 2026 | 168 | $575.2M |
| Chapin Davis, Inc. | BALTIMORE, MD | Q2 2026 | 256 | $568.6M |
| Crossingbridge Advisors, LLC | PLEASANTVILLE, NY | Q2 2026 | 152 | $567.0M |
| Clarity Wealth Advisors, LLC | SAN JOSE, CA | Q2 2026 | 116 | $566.6M |
| Contravisory Investment Management, Inc. | Norwell, MA | Q2 2026 | 391 | $566.1M |
| Covenant Asset Management, LLC | CHESTER, NJ | Q2 2026 | 145 | $562.1M |
| Community Bank & Trust, Waco, Texas | WACO, TX | Q2 2026 | 168 | $554.5M |
| CM Wealth Advisors LLC | BEACHWOOD, OH | Q2 2026 | 194 | $554.4M |
| Cypress Point Investment Management LP | MILL VALLEY, CA | Q2 2026 | 33 | $551.7M |
| Clare Market Investments LLC | DALLAS, TX | Q2 2026 | 173 | $548.0M |
| Coyle Financial Counsel LLC | Glenview, IL | Q2 2026 | 125 | $547.6M |
| CoreView Capital Management Ltd | HONG KONG, K3 | Q2 2026 | 8 | $547.1M |
| Coerente Capital Management | TORONTO, A6 | Q2 2026 | 43 | $543.3M |
| Chemung Canal Trust Co. | ELMIRA, NY | Q2 2026 | 111 | $541.2M |
| Cander Asset Management LP | NEW YORK, NY | Q2 2026 | 47 | $537.8M |
| Cranbrook Wealth Management, LLC | Bloomfield Hills, MI | Q2 2026 | 406 | $534.4M |
| Catalio Capital Management, LP | NEW YORK, NY | Q2 2026 | 39 | $532.1M |
| Cherry Tree Wealth Management, LLC | MINNETONKA, MN | Q2 2026 | 594 | $531.5M |
| Coppell Advisory Solutions Corp. | COPPELL, TX | Q1 2024 | 266 | $530.5M |
| Clearlake Capital Group, L.P. | SANTA MONICA, CA | Q2 2026 | 6 | $528.6M |
| Compass Wealth Management LLC | GUILFORD, CT | Q2 2026 | 167 | $528.4M |
| CV Advisors LLC | Aventura, FL | Q2 2026 | 133 | $528.3M |
| Crumly & Associates Inc. | SPRINGFIELD, IL | Q2 2026 | 194 | $522.1M |
| Canton Hathaway, LLC | PROVIDENCE, RI | Q2 2026 | 283 | $521.7M |
| Compton Financial Group, LLC | TOWSON, MD | Q2 2026 | 84 | $519.2M |
| Churchill Financial Advisors, LLC | LOUISVILLE, KY | Q2 2026 | 123 | $519.0M |
| Cove Private Wealth, LLC | Oyster Bay Cove, NY | Q2 2026 | 207 | $517.7M |
| Curtis Advisory Group, LLC | SANTA BARBARA, CA | Q2 2026 | 117 | $514.9M |
| Cypress Asset Management Inc. | HOUSTON, TX | Q2 2026 | 107 | $513.6M |
| Castle Rock Wealth Management, LLC | WALNUT CREEK, CA | Q2 2026 | 268 | $509.4M |
| CoreCommodity Management, LLC | STAMFORD, CT | Q2 2026 | 124 | $501.7M |
| Capital Management Associates, Inc | MINNEAPOLIS, MN | Q2 2026 | 153 | $497.5M |
| Core Wealth Advisors, Inc. | LAKELAND, FL | Q2 2026 | 126 | $497.5M |
| Coston, McIsaac & Partners | BAR HARBOR, ME | Q2 2026 | 948 | $497.0M |
| Compton Wealth Advisory Group, LLC | VIRGINIA BEACH, VA | Q2 2026 | 83 | $495.4M |
| Cary Street Partners Investment Advisory LLC | RICHMOND, VA | Q2 2026 | 758 | $494.2M |
| Cypress Point Wealth Management, LLC | DALLAS, TX | Q2 2026 | 142 | $491.6M |
| Collective Family Office LLC | YORK, PA | Q2 2026 | 161 | $489.1M |
| Corrigan Financial, Inc. | MIDDLETOWN, RI | Q1 2025 | 44 | $485.4M |
| Carlson Capital, L.P. | DALLAS, TX | Q2 2026 | 67 | $485.2M |
| Crestview Partners IV GP, L.P. | NEW YORK, NY | Q2 2026 | 2 | $484.9M |
| Capital City Trust Co. | TALLAHASSEE, FL | Q2 2026 | 129 | $482.2M |
| Cadent Capital Advisors, LLC | TULSA, OK | Q2 2026 | 200 | $482.1M |
| Continental General Insurance Co. | Austin, TX | Q2 2026 | 9 | $479.6M |
| Cornerstone Wealth Advisors, Inc. | EDINA, MN | Q2 2026 | 55 | $477.2M |
| Chase Investment Counsel Corp. | CHARLOTTESVILLE, VA | Q2 2026 | 138 | $473.8M |
| Copper Harbor Investment Advisors, LLC | APPLETON, WI | Q2 2026 | 95 | $472.4M |
| Cordoba Advisory Partners LLC | NEW YORK, NY | Q2 2026 | 144 | $471.8M |
| California First Leasing Corp. | NEWPORT BEACH, CA | Q2 2026 | 34 | $471.1M |
| CVC Management Holdings II Ltd. | ST. HELIER, Y9 | Q2 2026 | 4 | $466.7M |
| Centennial Wealth Advisory LLC | Traverse City, MI | Q2 2026 | 181 | $463.2M |
| Coleford Investment Management Ltd. | TORONTO, ONTARIO, Z4 | Q2 2026 | 23 | $458.5M |
| Carmel Capital Management L.L.C. | CARMEL, CA | Q2 2026 | 28 | $456.4M |
| Canal Insurance CO | Greenville, SC | Q2 2026 | 76 | $456.3M |
| Carderock Capital Management Inc. | CHEVY CHASE, MD | Q2 2026 | 67 | $455.8M |
| CLG LLC | Long Beach, CA | Q2 2026 | 156 | $455.4M |
| Cordatus Wealth Management LLC | NEWTOWN, PA | Q2 2026 | 168 | $455.3M |
| Colony Family Offices, LLC | CHARLOTTE, NC | Q2 2026 | 61 | $455.1M |
| CWS Financial Advisors, LLC | KALAMAZOO, MI | Q2 2026 | 171 | $450.6M |
| Coulter & Justus Financial Services, LLC | KNOXVILLE, TN | Q1 2024 | 93 | $450.3M |
| Clear Wave Wealth Management LLC | RED BANK, NJ | Q2 2026 | 182 | $449.8M |
| Cincinnati Specialty Underwriters Insurance CO | FAIRFIELD, OH | Q2 2026 | 45 | $449.0M |
| Continental Grain Co. | New York, NY | Q2 2026 | 4 | $448.3M |
| Columbia Bank | Lake Oswego, OR | Q2 2026 | 165 | $446.0M |
| Channel Wealth LLC | SANTA BARBARA, CA | Q2 2026 | 188 | $445.9M |
| CGC Financial Services, LLC | LAKE OSWEGO, OR | Q2 2026 | 337 | $444.7M |
| Cerro Pacific Wealth Advisors LLC | San Luis Obispo, CA | Q2 2026 | 165 | $442.2M |
| Cardinal Strategic Wealth Guidance | LOUISVILLE, KY | Q2 2026 | 67 | $441.0M |
| Citizens & Northern Corp. | WELLSBORO, PA | Q2 2026 | 117 | $437.7M |
| City State Bank | NORWALK, IA | Q2 2026 | 809 | $436.4M |
| Cape Ann Asset Management Ltd | LONDON, X0 | Q2 2026 | 12 | $434.4M |
| Carr Financial Group Corp | WORCESTER, MA | Q2 2026 | 182 | $434.4M |
| Clark Estates Inc. | NEW YORK, NY | Q2 2026 | 90 | $433.7M |
| Creative Capital Management Investments LLC | SAN DIEGO, CA | Q2 2026 | 1,438 | $433.5M |
| Cornerstone Planning, LLC | CHARLOTTE, NC | Q2 2026 | 136 | $432.3M |
| Cat Rock Capital Management LP | GREENWICH, CT | Q2 2026 | 7 | $431.0M |
| CCG Wealth Management, LLC | SAN DIEGO, CA | Q2 2026 | 149 | $430.9M |
| Cubic Asset Management, LLC | BOSTON, MA | Q1 2024 | 202 | $422.4M |
| Compass Advisory Group LLC | MELVILLE, NY | Q2 2026 | 89 | $420.8M |
| Centurion Wealth Management LLC | Mclean, VA | Q2 2026 | 283 | $418.2M |
| Concentrum Wealth Management | SAN JOSE, CA | Q2 2026 | 127 | $417.8M |
| Consilio Wealth Advisors, LLC | BELLEVUE, WA | Q2 2026 | 106 | $417.2M |
| Capital Wealth Management, LLC | W. WARWICK, RI | Q2 2026 | 39 | $415.9M |
| Colton Groome Financial Advisors, LLC | ASHEVILLE, NC | Q2 2026 | 164 | $413.6M |
| Concentric Wealth Management, LLC | LAFAYETTE, CA | Q3 2024 | 133 | $410.0M |
| Cypress Financial Planning LLC | HADDON HEIGHTS, NJ | Q2 2026 | 106 | $408.2M |
| Cisco Systems, Inc. | San Jose, CA | Q2 2026 | 6 | $405.2M |
| Clean Yield Group | NORWICH, VT | Q2 2026 | 395 | $403.0M |
| Cliffwater LLC | MARINA DEL REY, CA | Q2 2026 | 22 | $401.7M |
| Copperwynd Financial, LLC | SCOTTSDALE, AZ | Q2 2025 | 156 | $400.8M |
| Cowa, LLC | Tulsa, OK | Q2 2026 | 181 | $398.6M |
| Crown Wealth Group, LLC | Charlotte, NC | Q2 2026 | 150 | $393.0M |
| Central Valley Advisors, LLC | SACRAMENTO, CA | Q2 2026 | 193 | $389.9M |
| Checkpoint Capital L.P. | SAN FRANCISCO, CA | Q2 2026 | 6 | $389.8M |
| Cedar Wealth Management, LLC | LA JOLLA, CA | Q2 2026 | 92 | $389.0M |
| Centre Asset Management, LLC | NEW YORK, NY | Q1 2025 | 70 | $388.9M |
| CDAM (UK) Ltd | LONDON, X0 | Q2 2026 | 12 | $387.4M |
| CIC Wealth, LLC | ROCKVILLE, MD | Q3 2024 | 176 | $387.0M |
| Capital Innovations LLC | WAUKESHA, WI | Q2 2026 | 51 | $385.2M |
| Cutler Capital Management, LLC | WORCESTER, MA | Q2 2026 | 124 | $385.0M |
| Claris Advisors, LLC / Mo / | ST. LOUIS, MO | Q2 2026 | 74 | $383.0M |
| Congruence Capital, LLC | LOS ANGELES, CA | Q2 2026 | 28 | $382.6M |
| Cherrydale Wealth Management, LLC | HOBOKEN, NJ | Q2 2026 | 84 | $382.2M |
| Cosmic Management, LLC | WEST HOLLYWOOD, CA | Q2 2026 | 5 | $382.0M |
| CJM Wealth Advisers, Ltd. | FALLS CHURCH, VA | Q2 2026 | 78 | $380.9M |
| Corre Partners Management, LLC | New York, NY | Q2 2026 | 4 | $379.8M |
| Cabot-Wellington, LLC | BOSTON, MA | Q2 2026 | 5 | $379.5M |
| Courage Miller Partners, LLC | NORFOLK, VA | Q2 2026 | 87 | $379.0M |
| Comprehensive Financial Consultants Institutional, Inc. | Bloomington, IN | Q2 2026 | 204 | $377.9M |
| Cim Investment Management Inc. | PITTSBURGH, PA | Q1 2026 | 251 | $374.8M |
| Consolidated Capital Management, LLC | BURBANK, CA | Q2 2026 | 72 | $374.8M |
| Cape Investment Advisory, Inc. | MCDONOUGH, GA | Q2 2026 | 1,449 | $374.1M |
| Client 1ST Advisory Group, LLC | DUNEDIN, FL | Q2 2026 | 142 | $372.3M |
| Cornell Pochily Investment Advisors, Inc. | ITHACA, NY | Q2 2026 | 189 | $371.7M |
| Congress Park Capital LLC | SARATOGA SPRINGS, NY | Q2 2026 | 134 | $370.5M |
| Ceeto Capital Group, LLC | CORAL GABLES, FL | Q2 2026 | 174 | $369.5M |
| Cypress Capital, LLC | FRANKLIN, TN | Q2 2026 | 110 | $368.6M |
| Commonwealth Retirement Investments LLC | RICHMOND, VA | Q2 2026 | 417 | $368.4M |
| CQS (us), LLC | NEW YORK, NY | Q2 2024 | 44 | $367.3M |
| Concord Investment Counsel Inc. | IRVINE, CA | Q2 2026 | 50 | $366.4M |
| Capco Asset Management, LLC | TAMPA, FL | Q2 2026 | 26 | $365.9M |
| Compass Rose Asset Management, LP | New York, NY | Q2 2026 | 17 | $360.3M |
| Chesapeake Wealth Management | WILLIAMSBURG, VA | Q2 2026 | 168 | $356.5M |
| Crestmont Private Wealth LLC | HOUSTON, TX | Q2 2026 | 105 | $356.5M |
| Cora Capital Advisors LLC | MARLTON, NJ | Q2 2026 | 145 | $356.3M |
| Core Wealth Management, Inc. | JUPITER, FL | Q2 2026 | 42 | $355.8M |
| Commonwealth Bank of Australia | Sydney, NSW, C3 | Q2 2026 | 2 | $355.4M |
| Centerpoint Advisors, LLC | NEEDHAM, MA | Q2 2026 | 425 | $352.2M |
| Colonial River Investments, LLC | MIDLOTHIAN, VA | Q2 2026 | 249 | $351.5M |
| CPA Asset Management Group, LLC | WEST PALM BEACH, FL | Q2 2026 | 97 | $347.2M |
| Corbyn Investment Management Inc. | Lutherville, MD | Q2 2026 | 66 | $346.2M |
| Capital Planning LLC | BELLEVUE, WA | Q2 2026 | 88 | $343.4M |
| Coalescence Partners Investment Management, LP | New York, NY | Q2 2026 | 12 | $340.6M |
| Castle Wealth Management LLC | BOYNTON BEACH, FL | Q2 2026 | 143 | $337.6M |
| Corundum Group, Inc. | COLORADO SPRINGS, CO | Q2 2026 | 112 | $337.1M |
| Consilium Wealth Advisory, LLC | FRISCO, TX | Q2 2026 | 101 | $336.9M |
| Core Alternative Capital | PEACHTREE CORNERS, GA | Q2 2026 | 201 | $334.2M |
| Costello Asset Management, INC | FEASTERVILLE, PA | Q2 2026 | 710 | $333.2M |
| Canopy Partners, LLC | CINCINNATI, OH | Q2 2026 | 256 | $332.4M |
| Court Place Advisors, LLC | ELLICOTT CITY, MD | Q3 2025 | 147 | $332.1M |
| Crow's Nest Holdings LP | RICHMOND, VA | Q2 2026 | 11 | $330.7M |
| Cloverfields Capital Group, LP | MINNEAPOLIS, MN | Q2 2026 | 90 | $330.6M |
| Camarda Financial Advisors, LLC | FLEMING ISLAND, FL | Q2 2026 | 122 | $330.6M |
| C Partners Holding GmbH | Zurich, V8 | Q2 2026 | 9 | $327.8M |
| Capital Investment Management, Inc. | LEES SUMMIT, MO | Q2 2026 | 132 | $326.4M |
| Crawford Fund Management, LLC | BOSTON, MA | Q2 2026 | 32 | $326.0M |
| Cook Street Consulting, Inc. | GREENWOOD VILLAGE, CO | Q1 2024 | 2 | $325.6M |
| Curio Wealth, LLC | ANNAPOLIS, MD | Q2 2026 | 78 | $322.3M |
| Charles-Lim Capital Ltd | CENTRAL, K3 | Q2 2026 | 6 | $319.4M |
| Centerline Wealth Advisors, LLC | LOUISVILLE, KY | Q2 2026 | 79 | $319.2M |
| Chaney Capital Management, Inc. | LYNNWOOD, WA | Q2 2026 | 45 | $318.1M |
| Cambridge Financial Group, LLC | TUCSON, AZ | Q2 2026 | 155 | $317.6M |
| Cypress Funds LLC | Los Angeles, CA | Q2 2026 | 14 | $314.1M |
| Centennial Bank | CONWAY, AR | Q2 2026 | 341 | $310.7M |
| Claar Advisors LLC | NEW YORK, NY | Q2 2026 | 17 | $310.4M |
| Carlton Hofferkamp & Jenks Wealth Management, LLC | THE WOODLANDS, TX | Q2 2026 | 144 | $310.2M |
| Compass Capital Corp. /Ma/ | BRAINTREE, MA | Q2 2026 | 205 | $307.3M |
| Contrarian Capital Management, L.L.C. | Greenwich, CT | Q2 2026 | 19 | $306.1M |
| Carroll Advisory Group, LLC | TEXARKANA, TX | Q2 2026 | 73 | $304.5M |
| Carmel Capital Partners, LLC | SAN DIEGO, CA | Q2 2026 | 134 | $302.4M |
| Chiron Investment Management, LLC | NEW YORK, NY | Q4 2024 | 86 | $300.3M |
| Caerus Investment Advisors, LLC | WEST LAKE HILLS, TX | Q2 2026 | 330 | $296.5M |
| Continuum Wealth Advisors, LLC | SARATOGA SPRINGS, NY | Q2 2026 | 82 | $296.3M |
| Cornerstone National Bank & Trust Co | PALATINE, IL | Q2 2026 | 216 | $295.9M |
| Colrain Capital LLC | Boston, MA | Q2 2026 | 25 | $295.3M |
| Clarus Group, Inc. | HOUSTON, TX | Q2 2026 | 127 | $295.0M |
| Colorado Capital Management, Inc. | BOULDER, CO | Q2 2026 | 101 | $293.1M |
| Codex Capital Asset Management L.L.C. | DALLAS, TX | Q2 2026 | 33 | $288.9M |
| Crux Wealth Advisors | LONG BEACH, CA | Q2 2026 | 192 | $288.5M |
| Cambridge Financial Group, Inc. | COLUMBUS, OH | Q2 2026 | 33 | $287.4M |
| Choice Wealth Advisors LLC | WATERVILLE, ME | Q2 2026 | 35 | $285.0M |
| Cumberland Advisors Inc. | SARASOTA, FL | Q2 2026 | 49 | $283.8M |
| Capstone Wealth Management Group, LLC | DUNMORE, PA | Q2 2026 | 94 | $283.0M |
| Chicago Wealth Management, Inc. | CHICAGO, IL | Q2 2026 | 63 | $281.9M |
| Clarity Capital Partners LLC | Newport Beach, CA | Q2 2025 | 108 | $279.4M |
| Campbell Capital Management Inc. | MIAMI, FL | Q2 2026 | 37 | $278.8M |
| Cresta Advisors, Ltd. | LAREDO, TX | Q2 2026 | 54 | $278.6M |
| Cordant, Inc. | PORTLAND, OR | Q2 2026 | 353 | $277.6M |
| Creekside Partners | PETALUMA, CA | Q2 2026 | 193 | $276.1M |
| CPV Partners, LLC | STAMFORD, CT | Q2 2026 | 5 | $274.4M |
| Cloud Capital Management, LLC | SEATTLE, WA | Q2 2026 | 126 | $274.1M |
| Chris Bulman Inc | ROSEVILLE, CA | Q2 2026 | 165 | $273.8M |
| Cassady Schiller Wealth Management, LLC | CINCINNATI, OH | Q4 2024 | 1,143 | $272.6M |
| Cavalier Investments, LLC | ALPHARETTA, GA | Q2 2026 | 40 | $271.7M |
| Carmichael Hill & Associates, Inc. | GAITHERSBURG, MD | Q3 2024 | 664 | $270.6M |
| Cascades Capital Asset Management, LLC | GREENSBORO, NC | Q2 2026 | 167 | $270.4M |
| Citrine Capital LLC | SAN FRANCISCO, CA | Q2 2026 | 60 | $270.2M |
| Cedrus LLC | Littleton, CO | Q3 2024 | 182 | $269.9M |
| Christopher J. Hasenberg, Inc | EAU CLAIRE, WI | Q2 2025 | 228 | $269.1M |
| Cordgrass Capital Advisors, LLC | RALEIGH, NC | Q2 2026 | 224 | $268.4M |
| Carnegie Lake Advisors LLC | PRINCETON, NJ | Q2 2026 | 167 | $268.2M |
| Compass Financial Services Inc | WEST DES MOINES, IA | Q2 2026 | 57 | $267.5M |
| Caldwell Sutter Capital, Inc. | SAUSALITO, CA | Q2 2026 | 930 | $265.2M |
| Corecam Pte. Ltd. | SINGAPORE, U0 | Q2 2026 | 82 | $264.1M |
| Cambridge Capital Management, LLC | O'FALLON, IL | Q2 2026 | 47 | $263.0M |
| Clarus Wealth Advisors | PEORIA, AZ | Q2 2026 | 86 | $259.5M |
| Cherokee Insurance Co | STERLING HEIGHTS, MI | Q2 2026 | 124 | $259.1M |
| Cottage Street Advisors LLC | MARION, MA | Q2 2026 | 149 | $258.6M |
| CNB Bank | CLEARFIELD, PA | Q2 2026 | 518 | $256.6M |
| Corigliano Investment Advisers, LLC | RALEIGH, NC | Q1 2026 | 37 | $255.9M |
| Causey Wealth LLC | GREENWOOD VILLAGE, CO | Q2 2026 | 83 | $255.8M |
| Carolina Wealth Advisors, LLC | MYRTLE BEACH, SC | Q2 2026 | 278 | $255.1M |
| Cherry Creek Investment Advisors, Inc. | ENGLEWOOD, CO | Q2 2026 | 128 | $254.1M |
| Christensen, King & Associates Investment Services, Inc. | RICHLAND, WA | Q2 2026 | 108 | $251.7M |
| Compass Wealth Management, LLC | Atlanta, GA | Q2 2026 | 74 | $250.9M |
| Converium Capital Inc. | MONTREAL, A8 | Q2 2026 | 24 | $249.9M |
| Cane Capital Partners, LLC | ST FRANCISVILLE, LA | Q2 2026 | 115 | $249.0M |
| Cascade Wealth Advisors, Inc | WENATCHEE, WA | Q2 2026 | 61 | $248.9M |
| Client First Capital LLC | SAN DIEGO, CA | Q2 2026 | 26 | $247.8M |
| Cunning Capital Partners, LP | MORRISVILLE, NC | Q2 2026 | 55 | $247.8M |
| Councilor Wealth, LLC | BETHESDA, MD | Q2 2026 | 88 | $247.2M |
| C M Bidwell & Associates Ltd. | HONOLULU, HI | Q2 2026 | 494 | $244.6M |
| Curry Webb Wealth Management LLC | INDIANAPOLIS, IN | Q2 2026 | 67 | $241.5M |
| Cobblestone Asset Management LLC | RICHMOND, VA | Q2 2026 | 74 | $239.8M |
| Cerity Partners Retirement Plan Advisors LLC | NEW YORK, NY | Q2 2026 | 34 | $239.4M |
| Cna Financial Corp. | CHICAGO, IL | Q2 2026 | 18 | $239.0M |
| Carl P. Sherr & Co., LLC | WORCESTER, MA | Q2 2026 | 134 | $238.6M |
| Clarity Capital Advisors, LLC | Lakewood Ranch, FL | Q2 2026 | 95 | $238.5M |
| City National Bank of Florida | CORAL GABLES, FL | Q2 2026 | 150 | $238.5M |
| Collaborative Wealth Managment Inc. | LAKE MARY, FL | Q2 2026 | 167 | $237.7M |
| Cornerstone Select Advisors, LLC | ST. LOUIS, MO | Q2 2026 | 149 | $237.6M |
| Client First Investment Management LLC | West Bend, WI | Q2 2026 | 28 | $237.3M |
| Crestview Partners III GP, L.P. | NEW YORK, NY | Q2 2026 | 1 | $237.2M |
| Compass Financial Group, Inc. | DEERFIELD BEACH, FL | Q2 2026 | 51 | $236.7M |
| Chelsea Counsel Co. | Woodland Hills, CA | Q2 2026 | 232 | $236.1M |
| Ceera Investments, LLC | BELLAIRE, TX | Q2 2026 | 101 | $235.9M |
| CMG Global Holdings, LLC | PLANO, TX | Q2 2026 | 100 | $235.8M |
| Crestview Partners II GP, L.P. | NEW YORK, NY | Q2 2026 | 3 | $234.8M |
| Core Wealth Partners LLC | SANTA ROSA, CA | Q2 2026 | 189 | $234.7M |
| Cura Wealth Advisors, LLC | CHICAGO, IL | Q2 2026 | 140 | $234.3M |
| Clear Rock Advisors, LLC | KERRVILLE, TX | Q2 2024 | 70 | $234.0M |
| Carroll Investors, Inc | Mt Pleasant, SC | Q2 2026 | 31 | $234.0M |
| Cooper/Haims Advisors, LLC | VICTOR, NY | Q2 2026 | 115 | $232.4M |
| CarsonAllaria Wealth Management, Ltd. | GLEN CARBON, IL | Q2 2026 | 71 | $230.8M |
| Cooper Capital Advisors LLC | Encinitas, CA | Q2 2026 | 41 | $230.6M |
| Catalys Pacific, LLC | TOKYO, M0 | Q2 2026 | 2 | $229.5M |
| Catherine Avery Investment Management LLC | LONGBOAT KEY, FL | Q2 2026 | 166 | $229.0M |
| Capital Square, LLC | ATHENS, TN | Q2 2026 | 241 | $227.5M |
| Castleview Partners, LLC | DALLAS, TX | Q2 2026 | 223 | $227.5M |
| Croban | FREMONT, OH | Q2 2026 | 81 | $226.9M |
| Cairn Investment Group, Inc. | VANCOUVER, WA | Q2 2026 | 65 | $226.7M |
| Charter Capital Management, LLC\DE | BROOKFIELD, WI | Q2 2026 | 75 | $225.9M |
| Chronos Wealth Management, LLC | Clearwater, FL | Q2 2026 | 38 | $225.4M |
| Center For Asset Management LLC | PALM BEACH GARDENS, FL | Q2 2026 | 151 | $225.3M |
| CWC Advisors, LLC. | LAKE OSWEGO, OR | Q2 2026 | 152 | $225.2M |
| CVS HEALTH Corp | WOONSOCKET, RI | Q2 2026 | 21 | $225.2M |
| Colter Lewis Investment Partners LLC | GREENWICH, CT | Q2 2026 | 114 | $225.0M |
| Ciovacco Capital Management LLC | ATLANTA, GA | Q2 2026 | 35 | $224.7M |
| Conway Capital Management, Inc. | Burbank, CA | Q2 2026 | 39 | $224.7M |
| Capstone Capital Management Ltd | HONG KONG, K3 | Q2 2026 | 160 | $223.6M |
| Catawba River Capital | LAKE WYLIE, SC | Q2 2026 | 24 | $223.5M |
| Cadence Wealth Management LLC | WESTBOROUGH, MA | Q2 2026 | 63 | $223.3M |
| Cohen Investment Advisors LLC | BEDFORD, NH | Q2 2026 | 81 | $223.2M |
| Cromwell Holdings LLC | JACKSON, WY | Q2 2026 | 1,108 | $222.8M |
| Coign Capital Advisors LLC | Draper, UT | Q2 2026 | 88 | $222.2M |
| Citadel Investment Advisory, Inc. | CHESTERLAND, OH | Q2 2026 | 76 | $220.3M |
| Cornerstone Enterprises, LLC | APPLETON, WI | Q2 2026 | 42 | $219.2M |
| Canerector Inc. | TORONTO, A6 | Q2 2026 | 9 | $219.2M |
| Comprehensive Wealth Management, LLC | LYNNWOOD, WA | Q2 2026 | 43 | $218.9M |
| Cooper Investors PTY Ltd. | MELBOURNE, VICTORIA, C3 | Q2 2026 | 39 | $217.8M |
| Carson Advisory Inc. | ATHENS, GA | Q2 2026 | 204 | $217.7M |
| Carolina Wealth Management Inc | GREENVILLE, NC | Q2 2026 | 114 | $217.4M |
| Central Asset Investments & Management Holdings (HK) Ltd | HONG KONG, K3 | Q2 2026 | 17 | $217.3M |
| Corrado Advisors, LLC | RAMSEY, NJ | Q2 2026 | 120 | $217.3M |
| Chou Associates Management Inc. | TORONTO, A6 | Q2 2026 | 31 | $216.6M |
| Cipher Capital LP | New York, NY | Q1 2024 | 411 | $216.1M |
| Chokshi & Queen Wealth Advisors, Inc | San Diego, CA | Q2 2026 | 60 | $215.9M |
| Capstone Wealth Management, LLC | TUSCALOOSA, AL | Q2 2026 | 188 | $215.5M |
| Capital Wealth Alliance, LLC | Scottsdale, AZ | Q2 2026 | 98 | $215.4M |
| Cornerstone Wealth Partners, LLC | OKEMOS, MI | Q2 2026 | 17 | $215.1M |
| Cassady Wealth & Retirement Planning, LLC | HENDERSON, NV | Q2 2026 | 104 | $215.0M |
| Crown Oak Advisors, LLC | PIEDMONT, CA | Q2 2026 | 23 | $214.7M |
| Cladis Investment Advisory, LLC | BILLINGS, MT | Q2 2026 | 173 | $214.0M |
| Cape Ann Savings Bank | GLOUCESTER, MA | Q2 2026 | 113 | $212.4M |
| Clark Financial Services Group Inc. | CHESTERFIELD, MO | Q2 2026 | 96 | $211.8M |
| Caas Capital Management LP | NEW YORK, NY | Q1 2025 | 173 | $211.0M |
| Caz Investments LP | HOUSTON, TX | Q2 2026 | 49 | $210.4M |
| Copperleaf Capital, LLC | CONCORD, NC | Q3 2025 | 114 | $208.6M |
| CIBRA Capital Ltd | LONDON, X0 | Q1 2026 | 25 | $207.2M |
| Catalyst Private Wealth, LLC | SAN MATEO, CA | Q2 2026 | 82 | $207.1M |
| Corsicana & Co. | CORSICANA, TX | Q2 2026 | 309 | $206.4M |
| Cassia Capital Partners, LLC | WINSTON SALEM, NC | Q2 2026 | 69 | $206.3M |
| Codex Capital, L.L.C. | NEW YORK, NY | Q1 2024 | 37 | $205.1M |
| CAP Partners, LLC | FRANKLIN, TN | Q2 2026 | 155 | $204.4M |
| Clarity Asset Management, Inc. | AMES, IA | Q2 2026 | 66 | $203.9M |
| Clay Northam Wealth Management, LLC | HUNTINGTON BEACH, CA | Q2 2026 | 109 | $203.3M |
| Cornercap Investment Counsel Inc. | Atlanta, GA | Q4 2025 | 151 | $203.0M |
| CoreFirst Bank & Trust | TOPEKA, KS | Q2 2026 | 279 | $201.1M |
| Capelight Capital Asset Management LP | NEW YORK, NY | Q2 2026 | 35 | $200.7M |
| Counterweight Ventures, LLC | WILMINGTON, NC | Q2 2026 | 81 | $200.6M |
| Capasso Planning Partners LLC | CHARLESTON, SC | Q2 2026 | 86 | $200.5M |
| Castlekeep Investment Advisors LLC | WESTPORT, CT | Q2 2026 | 76 | $199.6M |
| Cetera Trust Company, N.A | ST. PAUL, MN | Q2 2026 | 345 | $199.3M |
| Cutler Group LLC / CA | SAN FRANCISCO, CA | Q1 2024 | 898 | $198.2M |
| Cornerstone Wealth, LLC | GREENEVILLE, TN | Q2 2026 | 102 | $197.7M |
| Cahill Wealth Management, LLC | Portage, MI | Q1 2025 | 49 | $196.5M |
| Crystal Rock Capital Management | BANNOCKBURN, IL | Q2 2026 | 34 | $196.2M |
| CHB Investment Group, LLC | NEW HOPE, PA | Q2 2025 | 69 | $196.1M |
| Carlson Financial, Inc. | CANBY, OR | Q2 2026 | 195 | $196.1M |
| Constitution Capital LLC | SHELTON, CT | Q2 2026 | 62 | $194.8M |
| Cosner Financial Group, LLC | WINDSOR, CO | Q2 2026 | 37 | $194.7M |
| Conscious Wealth Investments, LLC | ATLANTA, GA | Q2 2026 | 67 | $194.5M |
| Capital & Planning, LLC | JONESBORO, GA | Q2 2026 | 45 | $193.7M |
| Code Waechter LLC | TAMPA, FL | Q2 2026 | 127 | $193.3M |
| Channing Global Advisors, LLC | Miami, FL | Q2 2026 | 41 | $193.2M |
| Carter Financial Group, INC. | BARRINGTON, IL | Q2 2026 | 134 | $192.9M |
| Cyr Financial Inc. | HENNEPIN, IL | Q2 2026 | 62 | $192.0M |
| Chico Wealth RIA | CHICO, CA | Q2 2026 | 49 | $191.9M |
| CMT Capital Markets Trading GmbH | CHICAGO, IL | Q2 2026 | 103 | $191.1M |
| Capital Financial Group Inc\co\ | LITTLETON, CO | Q2 2026 | 102 | $191.1M |
| Core Capital Management & Research, inc. | HOUSTON, TX | Q2 2026 | 215 | $190.3M |
| Councilmark Asset Management, LLC | KNOXVILLE, TN | Q2 2026 | 84 | $188.9M |
| Cincinnati Casualty Co. | FAIRFIELD, OH | Q2 2026 | 24 | $188.5M |
| Caliber Wealth Management, LLC | OREM, UT | Q1 2024 | 58 | $188.0M |
| Comprehensive Financial Planning, Inc. | EAST PETERSBURG, PA | Q2 2026 | 427 | $187.6M |
| C V Starr & Co. Inc. | NEW YORK, NY | Q2 2026 | 5 | $187.3M |
| Columbia River Financial Group, LLC | VANCOUVER, WA | Q2 2026 | 58 | $186.2M |
| Compass Planning Associates Inc | GREENFIELD, MA | Q2 2026 | 33 | $185.0M |
| Chesapeake Capital Corp. | TAMPA, FL | Q2 2026 | 158 | $184.8M |
| Commerce Advisors, LLC | MEMPHIS, TN | Q2 2026 | 128 | $184.1M |
| Cascade Investment Advisors, Inc. | Oregon City, OR | Q2 2026 | 113 | $183.3M |
| Crew Capital Management, Ltd | CINCINNATI, OH | Q2 2026 | 112 | $183.1M |
| Claris Financial LLC | GLEN ALLEN, VA | Q1 2026 | 177 | $182.8M |
| Cannon Wealth Management Services, LLC | WINSTON SALEM, NC | Q2 2026 | 99 | $182.8M |
| Certior Financial Group, LLC | KING OF PRUSSIA, PA | Q2 2026 | 146 | $182.5M |
| Caitlin John, LLC | BRIGHTON, MI | Q2 2026 | 991 | $182.3M |
| Crown Advisors Management, Inc. | LARKSPUR, CA | Q2 2026 | 43 | $182.1M |
| Clearwave Capital, LLC | UPLAND, CA | Q2 2026 | 166 | $181.4M |
| Columbia Advisory Partners LLC | SPOKANE, WA | Q2 2026 | 111 | $181.3M |
| Clayton Financial Group LLC | ST. LOUIS, MO | Q2 2026 | 65 | $180.9M |
| Clarity Wealth Development LLC | Corvallis, OR | Q2 2026 | 59 | $180.2M |
| Cox Capital Mgt LLC | ANDOVER, MA | Q2 2026 | 81 | $179.7M |
| Cascade Investment Group, Inc. | Colorado Springs, CO | Q2 2026 | 156 | $178.3M |
| Cross Staff Investments Inc | PITTSFORD, NY | Q2 2026 | 133 | $177.6M |
| Christine Messmer PC | COLLEGEVILLE, PA | Q2 2026 | 86 | $177.5M |
| Clark Wealth Partners | O'FALLON, IL | Q2 2026 | 571 | $177.1M |
| CYBER HORNET ETFs LLC | ST. PETERSBURG, FL | Q2 2026 | 508 | $176.2M |
| Caspian Capital LP | New York, NY | Q2 2026 | 13 | $176.1M |
| Capstone Capital LLC | HENDERSON, NV | Q2 2026 | 26 | $175.1M |
| CNO Financial Group, Inc. | Carmel, IN | Q2 2026 | 8 | $174.7M |
| Credit Capital Investments LLC | LIVINGSTON, NJ | Q2 2026 | 42 | $174.6M |
| CogentBlue Wealth Advisors, LLC | KNOXVILLE, TN | Q2 2026 | 103 | $174.5M |
| Cedar Point Capital Partners, LLC | Cedar Rapids, IA | Q2 2026 | 76 | $173.7M |
| Clutterbuck Capital Management LLC | CLEVELAND, OH | Q2 2026 | 4 | $173.7M |
| Coordinated Financial Services, Inc. | DENVER, CO | Q1 2026 | 175 | $173.3M |
| Covestor Ltd | LONDON, X0 | Q2 2026 | 2,832 | $173.2M |
| Concorde Asset Management, LLC | ANN ARBOR, MI | Q2 2026 | 152 | $172.8M |
| Charter Oak Advisors LP | NEW YORK CITY, NY | Q2 2026 | 13 | $172.5M |
| Coastwise Capital Group, LLC | LA JOLLA, CA | Q2 2026 | 143 | $172.0M |
| Collaborative Fund Advisors, LLC | RENO, NV | Q2 2026 | 182 | $171.8M |
| Cathy Pareto & Associates, Inc. | CORAL GABLES, FL | Q2 2026 | 102 | $170.6M |
| Continental Advisors LLC | Park City, UT | Q2 2026 | 40 | $170.4M |
| Chatterton & Associates Inc. | ANAHEIM, CA | Q2 2026 | 101 | $169.9M |
| Coombe, Bender & Co LLC | ELLENVILLE, NY | Q2 2024 | 75 | $169.8M |
| Community Bank of Raymore | RAYMORE, MO | Q2 2026 | 76 | $169.7M |
| Christian Investment Advisors, Inc. | NEW BRAUNFELS, TX | Q2 2026 | 14 | $169.7M |
| Collar Capital Management, LLC | Appleton, WI | Q2 2026 | 73 | $169.6M |
| CFC Planning Co LLC | CICERO, IN | Q2 2026 | 70 | $169.2M |
| CBM Financial, LLC | AUSTIN, TX | Q2 2026 | 16 | $168.1M |
| Certus Wealth Management, LLC | SAN CARLOS, CA | Q3 2025 | 58 | $167.1M |
| Copia Wealth Management | BEND, OR | Q2 2026 | 570 | $166.5M |
| Custos Family Office, LLC | AUSTIN, TX | Q2 2026 | 67 | $166.4M |
| Capstone Wealth Management Group, Inc. | BEND, OR | Q2 2026 | 123 | $165.9M |
| Cottonwood Capital Advisors, LLC | SALT LAKE CITY, UT | Q2 2026 | 88 | $165.9M |
| Copley Financial Group, Inc. | SAN DIEGO, CA | Q2 2026 | 118 | $165.4M |
| Charter Research & Investment Group, Inc. | SOUTHPORT, CT | Q2 2026 | 92 | $164.7M |
| Cannon Advisors, Inc. | CHARLOTTE, NC | Q2 2026 | 93 | $164.4M |
| Campion Asset Management | Fairfax, VA | Q2 2026 | 83 | $163.9M |
| Climber Capital SA | NYON, V8 | Q2 2026 | 64 | $163.5M |
| Catalina Capital Group, LLC | Torrance, CA | Q1 2026 | 173 | $163.1M |
| Capstone Wealth Management Group LLC | Bend, OR | Q1 2026 | 123 | $162.5M |
| Cornerstone Financial Group, LLC | OMAHA, NE | Q2 2026 | 75 | $162.2M |
| Cruiser Capital Advisors, LLC | Stamford, CT | Q2 2026 | 51 | $162.2M |
| Creek Drive Management Group LLC | SAN FRANCISCO, CA | Q2 2026 | 43 | $161.9M |
| Chancellor Financial Group WB LP | WILKES-BARRE, PA | Q2 2026 | 149 | $161.5M |
| Coastline Complete Wealth LLC | BLUFFTON, SC | Q1 2026 | 55 | $161.4M |
| Corepath Wealth Partners LLC | SCOTTSDALE, AZ | Q2 2026 | 46 | $160.3M |
| Chartist Inc. | SEAL BEACH, CA | Q2 2026 | 21 | $160.2M |
| Cogent Private Wealth, Inc. | ORLANDO, FL | Q2 2026 | 117 | $160.0M |
| Clark & Stuart, Inc | PORTLAND, ME | Q2 2026 | 57 | $159.4M |
| Center for Wealth Management Advisory | MILFORD, OH | Q2 2026 | 62 | $159.3M |
| Constant Guidance Financial LLC | ATTLEBORO FALLS, MA | Q2 2026 | 67 | $159.2M |
| Comprehensive Money Management Services LLC | CORAL GABLES, FL | Q2 2026 | 200 | $158.9M |
| Criterion Capital Advisors, LLC | NASHVILLE, TN | Q4 2024 | 348 | $158.9M |
| Cooksen Wealth, LLC | THE WOODLANDS, TX | Q2 2026 | 45 | $158.7M |
| Collaborative Capital Advisors LLC | NEW YORK, NY | Q2 2026 | 83 | $158.4M |
| Clearview Wealth Advisors LLC | SALEM, OR | Q4 2025 | 103 | $157.8M |
| Centerpoint Advisory Group | Overland Park, KS | Q2 2026 | 117 | $157.7M |
| CM Management, LLC | GULF BREEZE, FL | Q2 2026 | 71 | $157.4M |
| Cyrus Capital Partners, L.P. | New York, NY | Q2 2026 | 4 | $156.1M |
| Clarendon Private LLC | BOSTON, MA | Q2 2026 | 124 | $155.6M |
| Clearview Wealth Management LLC | IRVINE, CA | Q2 2026 | 62 | $155.6M |
| Cultivar Capital, Inc. | DENTON, TX | Q2 2026 | 40 | $155.3M |
| Creegan & Nassoura Financial Group, LLC | Portsmouth, NH | Q4 2025 | 78 | $154.0M |
| Capital Squared Financial LLC | ROCKVILLE, MD | Q2 2026 | 87 | $153.0M |
| Crestwood Capital Management, L.P. | NEW YORK, NY | Q2 2026 | 16 | $152.7M |
| Caldwell Investment Management Ltd. | TORONTO, A6 | Q2 2026 | 33 | $152.3M |
| Clayton Partners LLC | BERKELEY, CA | Q2 2026 | 44 | $152.2M |
| CRCM LP | SAN FRANCISCO, CA | Q2 2026 | 14 | $152.2M |
| Chung Wu Investment Group, LLC | SUGAR LAND, TX | Q2 2026 | 283 | $152.1M |
| Chapman Financial Group, LLC | KAILUA, HI | Q2 2026 | 260 | $150.5M |
| Compass Financial Group, Inc. (Ohio) | DUBLIN, OH | Q2 2026 | 48 | $149.6M |
| Cravens & Co Advisors, LLC | COOKEVILLE, TN | Q2 2026 | 67 | $149.0M |
| Coquina Private Wealth LLC | PORT CHARLOTTE, FL | Q2 2026 | 101 | $147.3M |
| Castlefield Investment Partners LLP | MANCHESTER, X0 | Q2 2026 | 35 | $147.3M |
| Cygnus Capital Advisors, LLC | ATLANTA, GA | Q2 2026 | 74 | $147.2M |
| Crocodile Capital Partners GmbH | URSENSOLLEN, 2M | Q2 2026 | 12 | $147.0M |
| Camelot Technology Advisors, Inc. | SAN FRANCISCO, CA | Q2 2026 | 59 | $146.5M |
| Collier Financial | DENVER, CO | Q2 2026 | 141 | $146.2M |
| Clear Retirement Advice LLC | SAN MATEO, CA | Q2 2026 | 54 | $146.0M |
| Corus Family Wealth Advisors | MCKINNEY, TX | Q2 2026 | 82 | $145.2M |
| Cushing Capital Partners, LLC | DELAFIELD, WI | Q2 2026 | 99 | $145.2M |
| Clarity Retirement & Wealth, LLC | NEW BEDFORD, MA | Q2 2026 | 32 | $144.6M |
| Clifford Group, LLC | WAYLAND, MA | Q2 2026 | 86 | $144.6M |
| Carbahal Olsen Financial Services Group, LLC | DAVIS, CA | Q2 2026 | 40 | $144.0M |
| Capital Market Strategies LLC | PALM BEACH GARDENS, FL | Q2 2025 | 139 | $143.8M |
| Cannell Capital LLC | ALTA, WY | Q2 2026 | 34 | $143.2M |
| Commons Capital, LLC | NEEDHAM, MA | Q2 2026 | 96 | $142.9M |
| Clearfield Capital Management LP | NEW YORK, NY | Q2 2026 | 5 | $142.6M |
| Connective Capital Management, LLC | PALO ALTO, CA | Q2 2026 | 70 | $141.9M |
| Camelot Portfolios, LLC | Maumee, OH | Q2 2026 | 196 | $140.9M |
| Campbell Deegan Wealth Management, LLC | RICHMOND, VA | Q2 2026 | 52 | $140.7M |
| Cobalt Capital Management, Inc. | SHORT HILLS, NJ | Q2 2026 | 26 | $140.5M |
| Capital Markets Trading UK LLP | LONDON, X0 | Q2 2026 | 87 | $139.9M |
| Cadia Private Client LLC | PARSIPPANY, NJ | Q2 2026 | 76 | $139.4M |
| Cassilly Financial Group LLC | SEVERNA PARK, MD | Q2 2026 | 75 | $137.8M |
| Crabel Capital Management, LLC | MILWAUKEE, WI | Q2 2026 | 51 | $136.9M |
| Candelo Capital Management LP | NEW YORK, NY | Q2 2026 | 27 | $136.2M |
| Challenger Wealth Management | ALISO VIEJO, CA | Q2 2026 | 65 | $135.9M |
| Core Wealth Advisors, LLC | INDIANAPOLIS, IN | Q2 2026 | 35 | $135.7M |
| Cook & Bynum Capital Management, LLC | Birmingham, AL | Q2 2026 | 6 | $134.5M |
| Cannae Holdings, Inc. | Las Vegas, NV | Q2 2026 | 2 | $133.6M |
| Carter Financial, LLC | LA JOLLA, CA | Q2 2026 | 33 | $133.4M |
| Capstone Wealth Management, Inc. | BILLINGS, MT | Q2 2026 | 48 | $133.2M |
| Centrica Wealth Management, LLC | MIAMI, FL | Q2 2026 | 7 | $132.7M |
| Cedarwood Wealth LLC | HIGHLANDS RANCH, CO | Q2 2026 | 96 | $132.3M |
| Chesapeake Asset Management LLC | NEW YORK, NY | Q2 2026 | 362 | $130.5M |
| Coordinated Financial Services, Inc. | DENVER, CO | Q1 2025 | 137 | $130.5M |
| CDC Financial, Inc. | CHICAGO, IL | Q2 2026 | 38 | $130.2M |
| CPR Investments Inc. | Rochester, MI | Q2 2026 | 55 | $129.9M |
| Capital Today Evergreen Fund, L.P. | Grand Cayman, E9 | Q2 2026 | 3 | $129.5M |
| CenturyLink Investment Management Co | DENVER, CO | Q2 2026 | 3 | $129.0M |
| CenterStar Asset Management, LLC | CHICAGO, IL | Q2 2026 | 50 | $128.9M |
| CrossGen Wealth, LLC | GREENVILLE, NC | Q2 2026 | 214 | $128.7M |
| CDKV Holdings LLC | DENVER, CO | Q2 2026 | 276 | $128.0M |
| C2C Wealth Management, LLC | SCOTTSDALE, AZ | Q2 2026 | 95 | $127.6M |
| Continental Investors Services, Inc. | LONGVIEW, WA | Q2 2026 | 81 | $127.6M |
| Canaan Partners XI LLC | MENLO PARK, CA | Q2 2026 | 3 | $127.3M |
| Custom Portfolio Group LLC | ENGLEWOOD, CO | Q2 2024 | 236 | $127.0M |
| Cigogne Management SA | LUXEMBOURG, N4 | Q4 2024 | 55 | $126.0M |
| Clio Asset Management LLC | CHARLOTTESVILLE, VA | Q2 2026 | 15 | $125.8M |
| Centricity Wealth Management, LLC | Westerville, OH | Q2 2025 | 430 | $125.1M |
| Cornerstone Financial Management LLC | BURLINGTON, MA | Q2 2026 | 1,471 | $124.7M |
| Cauble & Harre Wealth Management, Inc. | SAINT LOUIS, MO | Q2 2026 | 72 | $124.7M |
| Canandaigua National Trust Co of Florida | CANANDAIGUA, NY | Q1 2026 | 108 | $124.5M |
| Concorde Financial Corp | DALLAS, TX | Q2 2026 | 26 | $124.1M |
| Connecticut Capital Management Group, LLC | MILFORD, CT | Q2 2026 | 129 | $124.1M |
| Conquis Financial LLC | MILBRAE, CA | Q2 2026 | 54 | $124.0M |
| Corps Capital Advisors, LLC | SOUTHLAKE, TX | Q2 2026 | 99 | $124.0M |
| Clarion Wealth Managment Partners, LLC | FAIRFAX, VA | Q2 2026 | 87 | $123.9M |
| Cria, Inc. | NEW YORK, NY | Q2 2026 | 2 | $123.8M |
| City Center Advisors, LLC | TROY, MI | Q2 2026 | 170 | $123.5M |
| Curat Global, LLC | SPRINGFIELD, NH | Q2 2026 | 251 | $122.4M |
| Cooke Wealth Management, LLC | IRVINE, CA | Q2 2026 | 39 | $122.1M |
| Coral Wealth Management, LLC | MIAMI, FL | Q2 2026 | 17 | $122.1M |
| Clientfirst Wealth Management, LLC | LITTLE ROCK, AR | Q2 2026 | 53 | $121.7M |
| Cfo Capital Management LLC | FAIRFIELD, CT | Q1 2026 | 104 | $121.5M |
| Cypress Capital Management LLC (WY) | SHERIDAN, WY | Q2 2026 | 213 | $119.6M |
| Curtis Wealth Management LLC | HENDERSON, NV | Q2 2026 | 55 | $118.0M |
| Cannon Capital Management, Inc. | SALT LAKE CITY, UT | Q2 2026 | 28 | $117.7M |
| CSP Financial Group, LLC | SCOTTSDALE, AZ | Q2 2026 | 24 | $117.3M |
| Corecam AG | ZURICH, V8 | Q2 2026 | 50 | $117.1M |
| CDM Financial Counseling Services, Inc. | NORWICH, CT | Q2 2026 | 77 | $116.1M |
| CVI Holdings, LLC | WILMINGTON, DE | Q2 2024 | 144 | $116.0M |
| Cedrus Wealth Group LLC | ANDOVER, MN | Q2 2026 | 51 | $114.5M |
| Clear Point Advisors Inc. | MELVILLE, NY | Q2 2026 | 93 | $112.8M |
| Crescent Sterling, Ltd. | METAIRIE, LA | Q2 2026 | 85 | $111.8M |
| Chiron Capital Management, LLC | TALLAHASSEE, FL | Q2 2026 | 136 | $111.5M |
| Capital Developers, LLC | Greenville, NC | Q1 2026 | 52 | $111.0M |
| Catalyst Investment Management LLC | WINDHAM, NH | Q2 2026 | 73 | $110.2M |
| Corient IA LP | MIAMI, FL | Q2 2026 | 249 | $108.4M |
| CFG Wealth Management Services, Inc. | INDIANAPOLIS, XX | Q2 2026 | 80 | $106.6M |
| Calder Financial LLC | DOWNINGTOWN, PA | Q2 2026 | 43 | $106.1M |
| Cogent Strategic Wealth LLC | CHICAGO, IL | Q2 2026 | 58 | $104.9M |
| Courant Investment Management LLC | FRANKLIN, TN | Q2 2026 | 7 | $103.0M |
| Closed-End Fund Advisors, Inc. | RICHMOND, VA | Q2 2026 | 163 | $102.4M |
| Cobler Capital Management, LLC | SILVER LAKE, KS | Q2 2025 | 45 | $100.9M |
| Cederberg Capital Ltd | LONDON, X0 | Q2 2026 | 10 | $100.4M |
| Crystalline Management Inc. | Montreal, Quebec, Z4 | Q3 2024 | 72 | $97.1M |
| Capitol Family Office, Inc. | BEAVERTON, OR | Q2 2026 | 46 | $94.7M |
| Covey Capital Advisors, LLC | Atlanta, GA | Q2 2025 | 42 | $92.9M |
| Crystal Cove Asset Management, LLC | NEWPORT BEACH, CA | Q2 2026 | 20 | $91.7M |
| Column Group LLC | San Francisco, CA | Q2 2026 | 3 | $88.1M |
| Cpwa, LLC | HOOD RIVER, OR | Q2 2026 | 94 | $86.1M |
| Contango Wealth Management LLC | OAKLAND, CA | Q1 2026 | 52 | $85.6M |
| Centennial Advisors, LLC | AUSTIN, TX | Q2 2026 | 76 | $83.8M |
| Charis Legacy Partners, LLC | BRYAN, TX | Q2 2026 | 28 | $81.3M |
| Capital Advisor Network LLC | LAFAYETTE, IN | Q2 2026 | 183 | $79.9M |
| Carnegie Mellon University | Pittsburgh, PA | Q2 2026 | 5 | $78.9M |
| Capital Management Associates | NEW YORK, NY | Q2 2026 | 44 | $77.7M |
| Certares Management LLC | New York, NY | Q3 2025 | 1 | $77.3M |
| Cognios Beta Neutral Large Cap Fund, LP | PRAIRIE VILLAGE, KS | Q1 2024 | 99 | $76.7M |
| Cove Street Capital, LLC | El Segundo, CA | Q3 2025 | 96 | $76.6M |
| CTC Alternative Strategies, Ltd. | CHICAGO, IL | Q2 2026 | 83 | $69.3M |
| Capital CS Group, LLC | IRVINE, CA | Q2 2026 | 59 | $68.6M |
| Children's Medical Center Corp | BOSTON, MA | Q2 2026 | 1 | $68.2M |
| Courage Capital Management LLC | NASHVILLE, TN | Q2 2026 | 16 | $67.3M |
| Chicago Capital Management, LLC | CHICAGO, IL | Q2 2026 | 27 | $65.2M |
| Clear Investment Research, LLC | ALPHARETTA, GA | Q2 2026 | 57 | $64.2M |
| Charles Schwab Trust Bank | HENDERSON, NV | Q2 2026 | 1 | $62.2M |
| Corbin Capital Partners, L.P. | NEW YORK, NY | Q4 2024 | 26 | $61.3M |
| Connective Portfolio Management, LLC | NEW YORK, NY | Q2 2026 | 39 | $60.1M |
| Chan Zuckerberg Initiative, LLC | Redwood City, CA | Q2 2026 | 1 | $58.5M |
| ClearAlpha Technologies LP | Greenwich, CT | Q2 2026 | 79 | $58.3M |
| Castle Creek Capital Partners VI, LP | SAN DIEGO, CA | Q3 2025 | 2 | $55.9M |
| Crestline Management, L.P. | FORT WORTH, TX | Q2 2026 | 3 | $53.5M |
| CMC Financial Group | ATLANTA, GA | Q2 2026 | 45 | $51.6M |
| Constellation Investimentos e Participacoes Ltda | SAO PAULO, D5 | Q3 2025 | 7 | $46.7M |
| Copperwood Asset Management LP | HOUSTON, TX | Q2 2026 | 1 | $46.7M |
| Circumference Group LLC | Little Rock, AR | Q2 2026 | 13 | $46.0M |
| Center Lake Capital Management, LLC | WEST PALM BEACH, FL | Q3 2024 | 8 | $45.8M |
| China-UAE Investment Cooperation Fund, L.P. | GEORGE TOWN, E9 | Q2 2026 | 1 | $45.2M |
| Capital Asset Managemnet, LLC | DENVER, CO | Q2 2026 | 45 | $44.4M |
| Consultiva Wealth Management, Corp. | SAN JUAN, PR | Q2 2026 | 282 | $44.4M |
| Crosspoint Financial, LLC | TUSTIN, CA | Q2 2026 | 39 | $43.7M |
| Cincinnati Indemnity Co. | FAIRFIELD, OH | Q2 2026 | 11 | $41.1M |
| Corton Capital Inc. | Carrying Place, A6 | Q3 2025 | 189 | $40.7M |
| Crescent Park Management, L.P. | LOS ALTOS, CA | Q2 2026 | 11 | $40.5M |
| Centerbridge Partners, L.P. | NEW YORK, NY | Q2 2026 | 1 | $38.1M |
| Corundum Trust Company, INC | SIOUX FALLS, SD | Q2 2026 | 28 | $37.4M |
| CPMG Inc | DALLAS, TX | Q1 2026 | 3 | $37.1M |
| Compass Investment Advisers LLC | PORTLAND, OR | Q4 2024 | 29 | $34.4M |
| Cornerstone Partners Capital Management, LLC | CHARLOTTESVILLE, VA | Q2 2026 | 6 | $34.4M |
| Cannon Global Investment Management, LLC | DAVIE, FL | Q2 2026 | 50 | $33.2M |
| Centerstone Investors, LLC | New York, NY | Q4 2025 | 22 | $31.8M |
| Calixto Global Investors, LP | CORAL GABLES, FL | Q4 2024 | 6 | $30.7M |
| CSU Producer Resources, Inc. | Fairfield, OH | Q2 2026 | 22 | $30.4M |
| Covalis (Gibraltar) Ltd | MIDTOWN, J1 | Q2 2026 | 2 | $27.1M |
| Cyrus J. Lawrence, LLC | NEW YORK, NY | Q1 2025 | 42 | $26.4M |
| Criteria Caixa, S.A.U. | BARCELONA, U3 | Q2 2026 | 2 | $23.6M |
| Cavalry Management Group, LLC | San Francisco, CA | Q3 2024 | 16 | $22.3M |
| Curative Ventures V LLC | Dallas, TX | Q2 2026 | 1 | $14.6M |
| Covalent Partners LLC | CONCORD, MA | Q1 2026 | 15 | $14.2M |
| Cabana LLC | Fayetteville, AR | Q2 2026 | 12 | $13.3M |
| Clear Street Derivatives LLC | NEW YORK, NY | Q2 2025 | 35 | $12.4M |
| Capital A Wealth Management, LLC | CRANBERRY TWP, PA | Q2 2025 | 418 | $8.9M |
| Caden Capital Partners, LP | SANTA MONICA, CA | Q2 2026 | 36 | $8.3M |
| Castalian Partners, LLC | EXCELSIOR, MN | Q2 2025 | 1 | $7.4M |
| Corebridge Financial, Inc. | HOUSTON, TX | Q2 2026 | 1 | $4.2M |
| Compound Global Advisors, LLC | MERCER ISLAND, WA | Q2 2026 | 38 | $4.0M |
| Cornell University | NEW YORK, NY | Q3 2024 | 3 | $3.4M |
| Compass Group LLC | NEW YORK, NY | Q3 2025 | 3 | $3.0M |
| Consolidated Press International Holdings Ltd. | SYDNEY, C3 | Q2 2026 | 2 | $2.6M |
| Creekmur Asset Management LLC | MORTON, IL | Q2 2026 | 6 | $2.1M |
| Caxton Corp. | Princeton, NJ | Q2 2026 | 10 | $1.9M |
| Cohalo Advisory LLC | SNOQUALMIE, WA | Q2 2026 | 14 | $1.7M |
| Centered Wealth LLC dba Miller Equity Capital Advisors | IRVING, TX | Q1 2025 | 5 | $1.4M |
| Cedar Brook Financial Partners, LLC | CLEVELAND, OH | Q3 2024 | 3 | $698K |
| Cincinnati Life Insurance Co. | FAIRFIELD, OH | Q3 2025 | 1 | $619K |
| Capital Advisory Group Advisory Services, LLC | Phoenix, AZ | Q2 2026 | 1 | $305K |
| Civilization Ventures Management, LLC | BELVEDERE TIBURON, CA | Q2 2026 | 1 | $9K |
| Chevron Corp. | HOUSTON, TX | Q2 2026 | 1 | $0 |
| Covenant Partners, LLC | Nashville, TN | Q2 2026 | 1 | $0 |
| CVentures, Inc. | GREENWOOD VLG, CO | Q2 2026 | 1 | $0 |
| Cutter & CO Brokerage, Inc. | Ballwin, MO | Q2 2026 | 1 | $0 |
| Chieftain Capital Management, Inc. | New York, NY | Q2 2026 | 1 | $0 |
| CROSBY Co OF NEW HAMPSHIRE LLC | SALEM, NH | Q2 2026 | 1 | $0 |
| Chapman Investment Management, LLC | San Anselmo, CA | Q2 2026 | 0 | $0 |
| Carmenna Advisors LLC | MIAMI BEACH, FL | Q2 2026 | 1 | $0 |
| Central Bank of Brazil | BRASILIA DF, D5 | Q2 2026 | 8 | $0 |
| Council Ring Capital, LLC | Northbrook, IL | Q2 2026 | 1 | $0 |
| CoinFund Management LLC | NEW YORK, NY | Q2 2026 | 1 | $0 |
| Capital Insight Partners, LLC | SCOTTSDALE, AZ | Q1 2026 | 1 | $0 |
| Cowen and Company, LLC | NEW YORK, NY | Q4 2024 | 1 | $0 |
| Concourse Financial Group Securities, Inc. | BIRMINGHAM, AL | Q2 2025 | 11,759 | $0 |
| Cardinal Capital Management LLC | GREENWICH, CT | Q3 2024 | 1 | $0 |
| Cowen Investment Management LLC | NEW YORK, NY | Q1 2025 | 1 | $0 |
| Charles Schwab Investment Advisory, Inc. | SAN FRANCISCO, CA | Q4 2024 | 1 | $0 |
| Cohanzick Management, LLC | Pleasantville, NY | Q2 2025 | 1 | $0 |
| Cetera Advisors LLC | DENVER, CO | Q1 2024 | 1 | $0 |
| Cetera Advisor Networks LLC | EL SEGUNDO, CA | Q1 2024 | 1 | $0 |
| Canaan Partners IX LLC | MENLO PARK, CA | Q3 2024 | 1 | $0 |
| CCMP Capital GP, LLC | New York, NY | Q3 2024 | 1 | $0 |
| Cowbird Capital LP | New York, NY | Q4 2025 | 1 | $0 |
| Candlestick Capital Management LP | GREENWICH, CT | Q4 2025 | 1 | $0 |
| Cota Capital Management, LLC | SAN FRANCISCO, CA | Q4 2025 | 1 | $0 |
| Carolinas Wealth Consulting LLC | CHARLOTTE, NC | Q4 2025 | 1 | $0 |
| Collaborative Holdings Management LP | NEW YORK, NY | Q3 2024 | 1 | $0 |
| Crestone Asset Management LLC | BOULDER, CO | Q2 2024 | 1 | $0 |
| Curi Wealth Management, LLC | Raleigh, NC | Q1 2024 | 1 | $0 |
| Clear Sky Carbon Solutions Investment Management, LLC | BELLAIRE, TX | Q3 2025 | 1 | $0 |
| Cook Wealth, LLC | RALEIGH, NC | Q4 2025 | 1 | $0 |
| Cutter Capital Management, LP | NEW YORK, NY | Q2 2025 | 1 | $0 |
| Crowley Wealth Management, Inc. | WILMINGTON, DE | Q4 2025 | 1 | $0 |