Directory · every 13F filer

13F filers starting with F

All Funds · F

ManagerLocationLatest FilingPositions13F Reported Value
FMR LLC BOSTON, MAQ2 2026 5,571$2.30T
Franklin Resources Inc. San Mateo, CAQ2 2026 3,189$461.9B
Fisher Asset Management PLANO, TXQ2 2026 1,037$335.8B
First Trust Advisors LP Wheaton, ILQ2 2026 2,655$170.0B
FIL Ltd HAMILTON, D0Q2 2026 1,140$139.2B
Focus Partners Wealth ST LOUIS, MOQ2 2026 2,759$97.6B
Federated Hermes, Inc. PITTSBURGH, PAQ2 2026 2,038$69.5B
Fifth Third Bancorp CINCINNATI, OHQ2 2026 4,332$61.7B
First Eagle Investment Management, LLC NEW YORK, NYQ2 2026 425$60.8B
Financial Engines Advisors L.L.C. SANTA CLARA, CAQ2 2026 552$56.3B
Fayez Sarofim & Co Houston, TXQ2 2026 300$42.5B
First Manhattan Co. Llc. NEW YORK, NYQ2 2026 742$39.2B
Fuller & Thaler Asset Management, Inc. SAN MATEO, CAQ2 2026 504$36.7B
Federation des caisses Desjardins du Quebec LEVIS, A8Q2 2026 3,032$32.7B
Fred Alger Management, LLC NEW YORK, NYQ2 2026 424$30.0B
Fiera Capital Corp MONTREAL, A8Q2 2026 401$27.6B
Flossbach Von Storch SE COLOGNE, 2MQ2 2026 105$22.1B
Fjarde Ap-Fonden /Fourth Swedish National Pension Fund STOCKHOLM, V7Q2 2026 525$20.9B
Fort Washington Investment Advisors Inc. Cincinnati, OHQ2 2026 421$19.9B
Farallon Capital Management, L.L.C. SAN FRANCISCO, CAQ2 2026 86$17.1B
First Command Advisory Services, Inc. FORT WORTH, TXQ2 2026 1,247$16.8B
Freestone Grove Partners LP San Francisco, CAQ2 2026 989$15.2B
Fundsmith LONDON, X0Q2 2026 41$13.6B
Farther Finance Advisors, LLC SAN FRANCISCO, CAQ2 2026 5,946$12.8B
Focus Partners Advisor Solutions, LLC SAINT LOUIS, MOQ2 2026 1,243$11.8B
Frontier Capital Management Co. LLC Boston, MAQ2 2026 300$10.7B
Factory Mutual Insurance Co. WALTHAM, MAQ2 2026 205$10.6B
Foundations Investment Advisors, LLC PHOENIX, AZQ2 2026 1,197$9.7B
Fiduciary Trust Co Boston, MAQ2 2026 892$9.2B
Fjarde AP-fonden (The Fourth Swedish National Pensionfund) STOCKHOLM, V7Q2 2024 539$8.9B
Flputnam Investment Management Co. PORTLAND, MEQ2 2026 655$8.4B
Ferguson Wellman Capital Management, Inc. PORTLAND, ORQ2 2026 442$8.2B
First Pacific Advisors, LP EL SEGUNDO, CAQ2 2026 74$8.1B
Forum Financial Management, LP LOMBARD, ILQ2 2026 352$7.8B
Findlay Park Partners LLP LONDON, X0Q2 2026 49$7.4B
Fiduciary Management Inc. MILWAUKEE, WIQ2 2026 56$7.0B
Facet Wealth, Inc. WEST PALM BEACH, FLQ2 2026 411$7.0B
First Citizens Bank & Trust Co. RALEIGH, NCQ2 2026 644$6.7B
Forvis Mazars Wealth Advisors, LLC Springfield, MOQ2 2026 433$6.0B
First Financial Bankshares Inc Abilene, TXQ2 2026 210$5.3B
Fideuram Asset Management (Ireland) dac DUBLIN 1, L2Q2 2026 738$5.2B
Freemont Capital Pte Ltd SINGAPORE, U0Q2 2026 4$4.9B
Fenimore Asset Management Inc Cobleskill, NYQ2 2026 92$4.8B
Folketrygdfondet OSLO, Q8Q2 2026 11$4.6B
Frazier Life Sciences Management, L.P. PALO ALTO, CAQ2 2026 41$4.6B
Fundsmith Investment Services LTD. BEAUX SONGES, O4Q2 2026 27$4.5B
Farmers & Merchants Investments Inc. LINCOLN, NEQ2 2026 1,760$4.1B
Florida Trust Wealth Management Co SANIBEL, FLQ2 2026 461$4.0B
Founders Fund Growth II Management, LP SAN FRANCISCO, CAQ2 2026 1$3.9B
First Horizon Advisors, Inc. MEMPHIS, TNQ2 2025 2,345$3.8B
Freestone Capital Holdings, LLC Seattle, WAQ2 2026 584$3.8B
Foster Group, Inc. WEST DES MOINES, IAQ2 2026 318$3.8B
Foxhaven Asset Management, LP Charlottesville, VAQ2 2026 16$3.7B
Fund Evaluation Group, LLC CINCINNATI, OHQ2 2026 80$3.7B
Fifth Third Wealth Advisors LLC Cincinnati, OHQ2 2026 992$3.6B
Fort Pitt Capital Group, LLC Pittsburgh, PAQ3 2024 127$3.6B
First National Bank of Omaha OMAHA, NEQ2 2026 505$3.5B
Fisher Funds Management LTD AUCKLAND, Q2Q2 2026 174$3.5B
Fideuram - Intesa Sanpaolo Private Banking S.P.A. TURIN, L6Q2 2026 446$3.3B
Fulton Bank, N.A. Lancaster, PAQ2 2026 694$3.3B
Focus Financial Network, Inc. MINNEAPOLIS, MNQ2 2026 764$3.2B
FineMark National Bank & Trust FORT MYERS, FLQ4 2025 452$3.2B
Focused Investors Fund L P LOS ANGELES, CAQ1 2024 23$3.2B
Fidelity National Financial, Inc. Jacksonville, FLQ2 2026 30$3.2B
Focused Investors LLC LOS ANGELES, CAQ2 2026 23$3.0B
First National Trust Co Johnstown, PAQ2 2026 382$2.9B
First Merchants Corp. Muncie, INQ2 2026 361$2.8B
First Foundation Advisors Irvine, CAQ2 2026 353$2.8B
Fairfax Financial Holdings TORONTO, A6Q2 2026 32$2.6B
Flagship Harbor Advisors, LLC BOSTON, MAQ2 2026 752$2.6B
First Horizon Corp. MEMPHIS, TNQ2 2026 1,527$2.6B
First Beijing Investment Ltd HONG KONG, K3Q2 2026 11$2.4B
Flow Traders U.S. LLC NEW YORK, NYQ2 2026 979$2.4B
Forest Avenue Capital Management LP MIAMI, FLQ2 2026 24$2.4B
Foster & Motley Inc. CINCINNATI, OHQ2 2026 405$2.2B
First Western Trust Bank Denver, COQ2 2026 215$2.1B
F/m Investments LLC WASHINGTON, DCQ2 2026 354$2.0B
Founders Financial Securities LLC TOWSON, MDQ2 2026 555$2.0B
FAS Wealth Partners, Inc. LEAWOOD, KSQ2 2026 516$1.9B
First Interstate Bank Billings, MTQ2 2026 196$1.9B
Foster Victor Wealth Advisors, LLC GREENVILLE, SCQ2 2026 252$1.9B
Fairview Capital Investment Management, LLC Greenbrae, CAQ2 2026 205$1.9B
Foundry Partners, LLC MINNEAPOLIS, MNQ1 2025 259$1.9B
Fragasso Financial Advisors Inc SEWICKLEY, PAQ2 2026 360$1.9B
FJ Investments, LLC Salt Lake City, UTQ2 2026 6$1.8B
Full Sail Capital, LLC OKLAHOMA CITY, OKQ3 2025 308$1.8B
Franklin Street Advisors Inc. CHAPEL HILL, NCQ2 2026 176$1.8B
First American Bank DUNDEE, ILQ2 2026 205$1.8B
Financiere des Professionnels - Fonds d'investissement inc. MONTREAL, A8Q2 2026 344$1.8B
Frank, Rimerman Advisors LLC Palo Alto, CAQ2 2026 612$1.8B
Fifth Third Securities, Inc. Cincinnati, OHQ2 2026 360$1.8B
Fidelis Capital Partners, LLC TAMPA, FLQ2 2026 538$1.7B
Foster Dykema Cabot & Partners, LLC WALTHAM, MAQ2 2026 324$1.7B
FUKOKU MUTUAL LIFE INSURANCE Co TOKYO, M0Q2 2026 256$1.7B
First Trust Capital Management L.P. CHICAGO, ILQ2 2026 161$1.7B
Fulton Breakefield Broenniman LLC Bethesda, MDQ2 2026 208$1.7B
First American Trust, FSB SANTA ANA, CAQ2 2026 307$1.7B
First Light Asset Management, LLC Edina, MNQ2 2026 31$1.6B
Falcon Wealth Planning Ontario, CAQ2 2026 244$1.6B
Fullerton Fund Management Co Ltd. SINGAPORE, U0Q2 2026 119$1.6B
First Heartland Consultants, Inc. LAKE ST. LOUIS, MOQ2 2026 589$1.5B
Flagship Pioneering, LLC CAMBRIDGE, MAQ2 2026 5$1.5B
Fairmount Funds Management LLC WEST CONSHOHOCKEN, PAQ2 2026 12$1.5B
Fusion Family Wealth, LLC WOODBURY, NYQ2 2026 50$1.5B
Fairholme Capital Management South Miami, FLQ2 2026 13$1.5B
Fiduciary Alliance LLC GREENVILLE, SCQ2 2026 535$1.5B
FORA Capital, LLC MIAMI, FLQ2 2026 345$1.5B
First Long Island Investors, LLC JERICHO, NYQ2 2026 73$1.4B
First Financial Bank - Trust Division HAMILTON, OHQ2 2026 208$1.4B
Fernbridge Capital Management LP LOS ANGELES, CAQ2 2026 16$1.4B
FourThought Financial Partners, LLC VENICE, FLQ2 2026 393$1.3B
First Business Financial Services, Inc. MADISON, WIQ2 2026 201$1.3B
Formuepleje A/S AARHUS C, G7Q2 2026 96$1.3B
Fiduciary Group, LLC SAVANNAH, GAQ2 2026 305$1.3B
Forbes J M & Co. LLP Boston, MAQ2 2026 159$1.3B
Fort Baker Capital Management LP Larkspur, CAQ2 2026 115$1.3B
Fishman Jay A Ltd. TROY, MIQ2 2026 79$1.3B
FountainVest China Capital Partners GP3 Ltd. Grand Cayman, E9Q2 2026 2$1.2B
First Nebraska Trust Co LINCOLN, NEQ2 2026 231$1.2B
Folger Nolan Fleming Douglas Capital Management, Inc. WASHINGTON, DCQ2 2026 180$1.2B
Financial Synergies Wealth Advisors, Inc. HOUSTON, TXQ2 2026 116$1.2B
Forge Financial Services LLC EDMOND, OKQ2 2026 36$1.2B
Focused Wealth Management, Inc Newburgh, NYQ2 2026 228$1.1B
Frec Markets, Inc. SAN FRANCISCO, CAQ2 2026 905$1.1B
Financial Management Professionals, Inc. AUSTIN, TXQ2 2026 1,054$1.1B
FengHe Fund Management Pte. Ltd. Singapore, U0Q2 2026 18$1.1B
Financial Plan, Inc. BELLINGHAM, WAQ2 2026 95$1.1B
Fulcrum Asset Management LLP LONDON, X0Q2 2026 1,027$1.0B
Financial Partners Group, Inc Overland Park, KSQ2 2026 250$985.1M
Fiduciary Financial Advisors GRAND RAPIDS, MIQ2 2026 2,794$984.4M
Family Manage LLC NEW YORK, NYQ2 2026 323$952.6M
Fort Point Capital Partners LLC San Francisco, CAQ2 2026 247$936.2M
First Turn Management, LLC DEL MAR, CAQ2 2026 31$934.7M
FSM Wealth Advisors, LLC CLEVELAND, OHQ2 2026 344$932.0M
Forte Capital LLC ROCHESTER, NYQ2 2025 239$930.3M
Fort Sheridan Advisors LLC HIGHLAND PARK, ILQ2 2026 299$927.9M
FORM Wealth Advisors, LLC Lake Geneva, WIQ2 2026 61$909.3M
Financial Consulate, Inc. HUNT VALLEY, MDQ2 2026 1,449$898.6M
Fortis Capital Advisors, LLC PRAIRIE VILLAGE, KSQ2 2026 408$889.4M
Fortis Capital Management LLC BELLEVUE, WAQ2 2026 235$889.3M
First Trust Investment Solutions L.P. NAPLES, FLQ3 2024 272$887.2M
Fiduciary Financial Group, LLC SAN RAFAEL, CAQ2 2026 373$882.4M
Front Street Capital Management, Inc. MISSOULA, MTQ2 2026 70$880.6M
Foguth Wealth Management, LLC. BRIGHTON, MIQ2 2026 213$878.9M
Fractal Investments LLC Glastonbury, CTQ2 2026 80$866.9M
Freedom Together Foundation NEW YORK, NYQ2 2026 2$866.9M
Foundation Resource Management Inc. LITTLE ROCK, ARQ2 2026 56$859.7M
FIFTHDELTA Ltd LONDON, X0Q2 2026 11$852.9M
First Pacific Financial VANCOUVER, WAQ2 2026 510$839.3M
Financial Enhancement Group LLC ANDERSON, INQ2 2026 134$837.4M
Faithward Advisors, LLC LANCASTER, PAQ2 2026 339$819.4M
Fund Resources Investment Holding Group Co Ltd HONG KONG, K3Q2 2026 7$817.0M
Financial Advisors Network, Inc. TUSTIN, CAQ2 2026 208$815.6M
Fagan Associates, Inc. TROY, NYQ2 2026 137$812.7M
Financial Solutions Advisory Group, Inc. CHICAGO, ILQ2 2026 177$790.9M
First Hawaiian Bank HONOLULU, HIQ2 2026 91$789.5M
FJ Capital Management LLC MCLEAN, VAQ2 2026 120$770.4M
Fourpath Capital Management, LLC OKLAHOMA CITY, OKQ2 2026 227$758.8M
Founders Financial Alliance, LLC RALEIGH, NCQ2 2026 779$754.5M
Financial Advisory Corp Grand Rapids, MIQ2 2026 58$754.2M
FCPM III Services B.V. NAARDEN, P7Q2 2026 11$750.4M
Financial Planning & Information Services, Inc. DE PERE, WIQ3 2024 88$725.7M
First Commonwealth Financial Corp Indiana, PAQ2 2026 269$714.6M
First National Advisers, LLC OMAHA, NEQ2 2026 251$711.8M
Fiducient Advisors LLC Chicago, ILQ2 2026 153$698.4M
Financial Management Network Inc. MISSION VIEJO, CAQ2 2026 211$696.8M
First Bank & Trust BROOKINGS, SDQ2 2026 270$680.0M
Founders Capital Management, LLC Hartford, CTQ2 2026 79$670.1M
Factor Wealth Management LTD CHICAGO, ILQ2 2026 170$661.5M
Fourth Sail Capital LP GRAND CAYMAN, E9Q2 2026 26$659.9M
Foresite Capital Management VI LLC WEST HOLLYWOOD, CAQ2 2026 23$642.6M
FFT Wealth Management LLC PHILADELPHIA, PAQ2 2026 96$638.2M
Farmers Trust Co. YOUNGSTOWN, OHQ1 2026 203$637.0M
Formidable Asset Management, LLC CINCINNATI, OHQ2 2026 387$628.8M
Financial Strategies Group, Inc. OKEMOS, MIQ2 2026 100$627.6M
Fortis Group Advisors, LLC WESTWOOD, NJQ2 2026 619$625.9M
First PREMIER Bank SIOUX FALLS, SDQ2 2026 358$618.6M
Financial Gravity Companies, Inc. Lakeway, TXQ2 2026 1,040$616.4M
Financial Security Advisor, Inc. VIRGINIA BEACH, VAQ2 2026 161$614.8M
Fonville Wealth Management LLC RICHMOND, VAQ2 2026 147$612.3M
FRG Family Wealth Advisors LLC BELLEVUE, WAQ1 2026 154$610.2M
FLC Capital Advisors PALM DESERT, CAQ2 2026 229$609.6M
Francis Financial, Inc. NEW YORK, NYQ2 2026 131$609.5M
Findell Capital Management LLC New York, NYQ2 2026 12$606.6M
Fox Run Management, L.L.C. GREENWICH, CTQ2 2026 891$603.3M
Family Investment Center, Inc. Saint Joseph, MOQ2 2026 120$602.2M
Florida Financial Advisors, LLC TAMPA, FLQ2 2026 362$591.8M
FinTrust Capital Advisors, LLC Greenville, SCQ3 2024 1,375$589.5M
Frisch Financial Group, Inc. MELVILLE, NYQ2 2026 187$582.9M
FPR Partners LLC SAN FRANCISCO, CAQ1 2025 10$578.6M
Flat Footed LLC WILSON, WYQ2 2026 21$577.3M
Fund 1 Investments, LLC RINCON, PRQ2 2026 45$568.8M
Financial Advisory Group HOUSTON, TXQ1 2024 91$566.8M
Financial Advisors, LLC ANDOVER, MAQ3 2025 80$564.3M
Financial Gravity Asset Management, Inc. Lakeway, TXQ1 2026 973$562.0M
Frontier Asset Management, LLC SHERIDAN, WYQ2 2026 90$558.3M
Foresight Group Ltd Liability Partnership London, X0Q2 2026 62$555.8M
FWL Investment Management, LLC Dallas, TXQ2 2026 501$544.7M
F&V Capital Management, LLC BOCA RATON, FLQ2 2026 63$542.3M
Firestone Capital Management SOUTH MIAMI, FLQ2 2026 168$537.0M
Fortress Investment Group LLC NEW YORK, NYQ2 2026 25$530.6M
First Fiduciary Investment Counsel, Inc. CLEVELAND, OHQ2 2026 75$529.2M
First National Corp. /Ma/ ROCKLAND, MAQ3 2025 174$527.5M
FTV Management Company, L.P. SAN FRANCISCO, CAQ2 2026 1$513.8M
Fortitude Family Office, LLC SCOTTSDALE, AZQ2 2026 2,269$512.9M
Financial Sense Advisors, Inc. SAN DIEGO, CAQ2 2026 137$508.4M
Founders Grove Wealth Partners, LLC RICHMOND, VAQ2 2026 184$500.9M
First National Bank of Mount Dora, Trust Investment Services MOUNT DORA, FLQ2 2026 126$499.4M
Fairvoy Private Wealth, LLC BIRMINGHAM, ALQ2 2026 200$494.8M
Fermata Advisors, LLC SONOMA, CAQ2 2026 275$494.5M
Fulcrum Capital LLC SEATTLE, WAQ2 2026 103$492.9M
First National Bank & Trust Co. of Newtown NEWTOWN, PAQ2 2026 156$491.8M
Fortem Financial Group, LLC PALM DESERT, CAQ2 2026 188$490.3M
First Wilshire Securities Management Inc. PASADENA, CAQ2 2026 82$485.7M
Field & Main Bank HENDERSON, KYQ2 2026 271$484.8M
Farmers National Bank DANVILLE, KYQ2 2026 180$479.2M
Foursixthree Capital LP NEW YORK, NYQ2 2026 15$478.8M
Financial & Tax Architects, LLC ST LOUIS, MOQ2 2026 110$474.3M
First Personal Financial Services CHARLOTTE, NCQ3 2024 570$472.9M
Foyston, Gordon & Payne Inc TORONTO, A6Q2 2026 68$467.6M
FARMERS & MERCHANTS TRUST Co OF LONG BEACH LONG BEACH, CAQ2 2026 200$464.8M
Fielder Capital Group LLC NASHVILLE, TNQ2 2026 303$462.0M
Finepoint Capital LP BOSTON, MAQ2 2026 6$461.0M
Freedom Day Solutions, LLC HOUSTON, TXQ2 2026 134$452.0M
Flagstone Financial Management LINCOLN, NEQ2 2026 77$447.2M
Flagship Wealth Advisors, LLC WAKEFIELD, MAQ2 2026 484$446.7M
Fosun International Ltd HONG KONG, F4Q2 2026 73$446.2M
Franklin, Parlapiano, Turner & Welch, LLC HOUSTON, TXQ2 2026 55$442.2M
Fairway Wealth LLC INDEPENDENCE, OHQ2 2026 239$437.4M
Fusion Capital, LLC MT. PLEASANT, SCQ2 2026 112$430.4M
Fivespan Partners, LP SAN FRANCISCO, CAQ2 2026 6$424.3M
Fruth Investment Management HOUSTON, TXQ2 2026 225$420.6M
Fi3 FINANCIAL ADVISORS, LLC INDIANAPOLIS, INQ2 2026 232$417.9M
Family Firm, Inc. BETHESDA, MDQ2 2025 87$414.9M
Financial Perspectives, Inc MINNEAPOLIS, MNQ2 2026 728$410.9M
First Washington CORP SEATTLE, WAQ2 2026 51$410.5M
Fca Corp. HOUSTON, TXQ2 2026 203$406.0M
Fiduciary Family Office, LLC Boca Raton, FLQ2 2026 177$399.8M
Fsa Wealth Partners, Inc. Rockville, MDQ2 2026 69$399.3M
Fischer Financial Services, Inc. HARRISBURG, PAQ2 2026 65$398.1M
Farmers & Merchants Trust Co of Chambersburg PA CHAMBERSBURG, PAQ2 2026 358$394.0M
ForthRight Wealth Management, LLC ALPHARETTA, GAQ2 2026 76$390.9M
First American Financial Corp SANTA ANA, CAQ2 2026 3$390.5M
Focused Alpha, LLC DENVER, COQ2 2026 264$390.1M
Financial Advisory Partners, LLC WINTER PARK, FLQ2 2026 74$382.7M
Financial Insights, Inc. TACOMA, WAQ2 2026 147$379.9M
FC Advisory LLC WEST CHESTER, PAQ2 2026 118$377.6M
Family Legacy, Inc. GREENVILLE, SCQ2 2026 124$374.9M
Friday Financial DUBUQUE, IAQ2 2026 108$373.4M
Flynn Zito Capital Management, LLC GARDEN CITY, NYQ2 2026 166$367.8M
First International Bank of Israel Ltd. TEL AVIV, L3Q2 2026 69$366.7M
Fortress Private Ledger, LLC RALEIGH, NCQ2 2026 271$365.8M
First National Bank Sioux Falls SIOUX FALLS, SDQ2 2026 147$365.5M
Foresite Capital Management V, LLC WEST HOLLYWOOD, CAQ2 2026 9$362.2M
Francisco Partners Management, LP SAN FRANCISCO, CAQ2 2026 3$361.4M
Freedom Investment Management, Inc. SOUTH WINDSOR, CTQ2 2026 106$359.2M
FSB Premier Wealth Management, Inc. WATERLOO, IAQ2 2026 257$354.9M
Firetrail Investments PTY Ltd. BRISBANE, QLD, C3Q2 2026 32$354.7M
Financial Life Advisors SAN ANTONIO, TXQ2 2026 60$351.7M
Fieldview Capital Management, LLC NILES, MIQ2 2026 507$350.7M
Future Fund LLC CHICAGO, ILQ2 2026 118$348.8M
FFG Partners, LLC Fort Lauderdale, FLQ2 2026 41$347.8M
First United Bank & Trust OAKLAND, MDQ2 2026 420$347.6M
Front Row Advisors LLC TIBURON, CAQ2 2026 576$345.5M
Ferguson Shapiro LLC DECATUR, GAQ2 2026 87$338.0M
Forum Private Client Group LLC FISHERS, INQ2 2026 86$336.0M
FDx Advisors, Inc. BERWYN, PAQ2 2026 179$331.7M
Foundation Wealth Management, LLC\PA MEDIA, PAQ2 2026 105$331.3M
Flagstar Securities, Inc. New York, NYQ2 2026 177$331.2M
Forza Wealth Management, LLC SARASOTA, FLQ2 2026 194$325.9M
Family Wealth Partners, LLC MATTHEWS, NCQ2 2026 109$325.8M
Forefront Wealth Partners, LLC AUSTIN, TXQ2 2026 177$322.7M
Fairhaven Wealth Management, LLC Oak Brook, ILQ4 2024 116$319.7M
Fourth Dimension Wealth, LLC MIDDLEBURG HEIGHTS, OHQ2 2026 679$316.3M
First Citizens Asset Management, Inc. RALEIGH, NCQ2 2026 30$312.9M
Five Oceans Advisors SANTA MONICA, CAQ2 2026 204$311.1M
Firethorn Wealth Partners, LLC AUGUSTA, GAQ2 2026 200$310.2M
Financial Council, LLC TOWSON, MDQ2 2026 106$308.3M
FSA Investment Group, LLC Pensacola, FLQ2 2026 47$307.9M
Family Capital Trust Co PEABODY, MAQ2 2026 83$307.4M
Freedom Financial Partners LLC OAKDALE, MNQ2 2026 89$306.9M
Funde Sino Life Insurance Co Ltd HONG KONG, K3Q2 2026 7$306.8M
Four Tree Island Advisory LLC PORTSMOUTH, NHQ2 2026 24$303.2M
First Dallas Securities Inc. DALLAS, TXQ2 2026 125$302.6M
Financial Symmetry Inc RALEIGH, NCQ2 2026 68$299.7M
Foundry Financial LLC PASADENA, CAQ2 2026 85$296.6M
FIDELIS iM, LLC MEDFORD, ORQ2 2026 27$293.2M
Freshford Capital Management, LLC HARRISON, NYQ2 2026 22$292.3M
Fidelity D & D Bancorp Inc. Dunmore, PAQ2 2026 116$291.4M
Foresite Capital Management IV, LLC WEST HOLLYWOOD, CAQ2 2026 6$290.2M
FCG Investment Co Germantown, TNQ2 2026 118$289.2M
First Financial Corp. TERRE HAUTE, INQ2 2026 295$289.0M
FWG Holdings, LLC WINTER PARK, FLQ2 2026 127$288.0M
First International Bank & Trust WATFORD CITY, NDQ3 2025 56$287.7M
Financial Connections Group, Inc. CORTE MADERA, CAQ1 2026 251$287.6M
Fernwood Investment Management, LLC QUINCY, MAQ4 2024 165$287.6M
Formula Growth Ltd. MONTREAL, A8Q2 2026 145$284.3M
Fullcircle Wealth LLC MCKINNEY, TXQ3 2025 262$283.9M
FreeGulliver LLC NEW ORLEANS, LAQ2 2026 123$283.6M
Flagship Private Wealth, LLC Woburn, MAQ2 2026 115$282.8M
Fluent Financial, LLC DALLAS, TXQ2 2026 57$280.2M
Fearnley Asset Management As OSLO, Q8Q2 2026 16$278.1M
Forum Finance Group S.A. GENEVA, V8Q2 2026 344$278.0M
FNY Investment Advisers, LLC NEW YORK, NYQ2 2026 833$276.5M
Financial Partners Group, LLC GALLATIN, TNQ2 2025 88$276.3M
FirstPurpose Wealth LLC OREM, UTQ1 2024 209$275.6M
FSA Wealth Management LLC Needham, MAQ3 2025 574$273.5M
Foronjy Financial LLC Los Osos, CAQ2 2026 108$272.2M
FMB Wealth Management WESTLAKE VILLAGE, CAQ2 2026 74$271.8M
Financial Guidance Group, Inc. Palm Harbor, FLQ2 2026 91$267.3M
Financial Planning Navigators CORP MAPLE GROVE, MNQ2 2026 70$267.2M
FF Advisors,LLC MANHATTAN BEACH, CAQ2 2026 123$267.0M
Family Office Research LLC Bethesda, MDQ2 2026 85$266.6M
Forager Capital Management, LLC BIRMINGHAM, ALQ2 2026 10$265.9M
Financial Futures Ltd Liability Co. BRIELLE, NJQ2 2026 80$262.6M
Fortitude Advisory Group L.L.C. GIG HARBOR, WAQ2 2026 237$261.7M
Fairtree Asset Management (Pty) Ltd BELLVILLE, T3Q2 2026 96$260.9M
Family CFO Inc LOS ALTOS, CAQ2 2026 47$259.9M
Family Capital Management, Inc. GRAND RAPIDS, MIQ2 2026 115$258.0M
First Affirmative Financial Network COLORADO SPRINGS, COQ1 2026 325$257.7M
Flatrock Wealth Partners LLC NEWPORT BEACH, CAQ2 2026 173$254.6M
Fairfield Financial Advisors, LTD WELLESLEY, MAQ2 2026 66$253.8M
First Bancorp, Inc DAMARISCOTTA, MEQ2 2026 531$253.4M
Fox Hill Wealth Management DEDHAM, MAQ2 2026 120$249.4M
Fogel Capital Management, Inc. STUART, FLQ2 2026 57$248.7M
Finley Financial, LLC LAS VEGAS, NVQ2 2026 110$248.5M
Fairfield University FAIRFIELD, CTQ2 2026 4$247.0M
Fire Capital Management LLC San Francisco, CAQ2 2026 122$245.7M
Forte Asset Management LLC BEDFORD, NYQ2 2026 77$244.6M
Financial Harvest, LLC WINTER PARK, FLQ2 2026 67$241.9M
Financial Avengers, Inc. OAKLAND, CAQ2 2026 155$241.1M
First Citizens Financial Corp MASON CITY, IAQ2 2026 139$239.2M
Frederick Financial Consultants, LLC FREDERICK, MDQ2 2026 121$235.7M
Fortune 45 LLC Gonzales, LAQ2 2026 36$234.0M
First Sabrepoint Capital Management LP DALLAS, TXQ2 2026 20$234.0M
Fortune Financial Advisors, LLC Overland Park, KSQ2 2026 163$233.7M
Foundry Financial Group, Inc. LACONIA, NHQ2 2026 80$231.3M
Founders Capital Management HOUSTON, TXQ2 2026 420$231.1M
Franchise Capital Ltd GRAND CAYMAN, E9Q3 2025 30$229.8M
Flower City Capital PITTSFORD, NYQ2 2026 49$227.1M
FirstWave Capital Management LLC MIAMI, FLQ2 2026 62$226.4M
Fortress Wealth Management, Inc. Culver City, CAQ3 2025 75$224.8M
Finer Wealth Management, Inc. SALEM, MAQ2 2026 88$223.8M
First Community Trust NA DUBUQUE, IAQ2 2026 333$221.4M
FSA Advisors, Inc. TROY, MIQ2 2026 261$218.1M
Forge First Asset Management Inc. TORONTO, ONTARIO, Z4Q3 2025 38$217.9M
Financial Freedom, LLC CINCINNATI, OHQ2 2026 107$217.9M
Friedenthal Financial MARLTON, NJQ2 2026 253$216.1M
FOCUS Wealth Advisors, LLC HOUSTON, TXQ2 2026 61$215.7M
Franchise GP Ltd GRAND CAYMAN, E9Q2 2026 39$215.2M
Fort Vancouver Investment Management, LLC VANCOUVER, WAQ2 2026 62$214.1M
Fortis Advisors, LLC WAYNE, PAQ2 2026 122$213.6M
First County Bank Stamford, CTQ2 2026 169$212.5M
FPC Investment Advisory, Inc. PETALUMA, CAQ2 2026 36$211.9M
Fischer Investment Strategies, LLC Westlake Village, CAQ2 2026 49$209.6M
Financial Architects, LLC WOODSTOCK, GAQ2 2026 24$208.5M
Flight Deck Capital, LP SAN FRANCISCO, CAQ2 2026 11$206.0M
Foresight Capital Management Advisors, Inc. SALINE, MIQ2 2026 80$205.7M
First City Capital Management, Inc. SAVANNAH, GAQ2 2026 164$205.5M
Fairfield, Bush & Co. DARIEN, CTQ2 2026 126$203.4M
Financial Alternatives, Inc LA JOLLA, CAQ2 2026 84$202.9M
Flywheel Private Wealth LLC Los Altos, CAQ2 2026 109$202.9M
Farringdon Capital, Ltd. LONDON, X0Q2 2026 184$201.8M
Fortress Financial Group, LLC ROCHESTER, MNQ2 2026 79$200.3M
Frazier Financial Advisors, LLC COLUMBUS, OHQ2 2026 619$198.0M
Finivi Inc. WESTBOROUGH, MAQ2 2026 111$194.9M
Fearless Solutions, LLC dba Best Invest SAN ANTONIO, TXQ2 2026 139$189.4M
FWG Investments, LLC. LEXINGTON, KYQ2 2026 116$189.0M
FFG Retirement Advisors LLC CENTENNIAL, COQ2 2026 43$188.9M
Farrow Financial, Inc. SOUTH BURLINGTON, VTQ2 2026 55$187.3M
Fee-Only Financial Planning, L.C. OKATIE, SCQ2 2026 45$186.6M
Financial Designs Corp CLAREMONT, CAQ2 2026 41$186.6M
Financial Planning Hawaii, Inc. HONOLULU, HIQ2 2026 134$186.4M
Forbes Financial Planning, Inc. EAST GREENWICH, RIQ2 2026 38$186.4M
Fingerlakes Wealth Management, Inc. ITHACA, NYQ2 2026 101$185.8M
Farrell Financial LLC ORCHARD PARK, NYQ2 2026 83$184.9M
Future You Wealth LLC New York, NYQ2 2025 58$184.1M
First National Bank of Hutchinson HUTCHINSON, KSQ2 2026 90$182.1M
Fosse Capital Partners LLP LONDON, X0Q2 2026 3$182.0M
Fiduciary Wealth Partners, LLC Newton, MAQ2 2026 69$181.7M
Fort Henry Capital, LLC Wheeling, WVQ2 2026 17$181.5M
FACT Capital, LP NEW YORK, NYQ2 2026 17$178.0M
Financial Advocates Investment Management OLYMPIA, WAQ3 2025 104$177.9M
Five Pine Wealth Management COEUR D ALENE, IDQ2 2026 51$176.7M
Forthright Family Wealth Advisory LLC HOUSTON, TXQ2 2026 57$176.7M
Flavin Financial Services, Inc. MELBOURNE, FLQ2 2026 81$175.5M
Fundamenta Capital S.A. MONTEVIDEO, X3Q2 2026 14$172.4M
Fidato Wealth LLC MIDDLEBURG HEIGHTS, OHQ2 2026 14$171.1M
Fig Financial Advisory Services Inc. OKLAHOMA CITY, OKQ2 2026 74$170.8M
Foundation Wealth Management, LLC Clayton, MOQ2 2026 51$169.1M
Fairbanks Capital Management, Inc. RANCHO SANTA FE, CAQ2 2026 48$168.9M
Fairscale Capital, LLC NASHUA, NHQ2 2026 441$167.4M
Family Asset Management, LLC CHARLESTON, SCQ3 2024 209$166.2M
Framtiden Holdings Management Co LLC CHICAGO, ILQ2 2026 6$165.0M
Foresight Global Investors, Inc. PURCHASE, NYQ2 2026 32$165.0M
Forerunner Ventures Management, LLC SAN FRANCISCO, CAQ2 2026 1$164.5M
Family Legacy Financial Solutions, LLC CARY, NCQ2 2026 65$164.0M
Future Financial Wealth Managment LLC CINCINNATI, OHQ2 2026 132$160.4M
Flagship Capital Management Inc. MEDIA, PAQ2 2026 50$158.4M
FMA Wealth Management, LLC DUXBURY, MAQ2 2026 42$156.2M
Financial Life Planners TEMPE, AZQ2 2026 339$155.6M
Floyd Financial Group LLC SPRINGFIELD, MOQ2 2026 65$153.1M
Forty-three Eighteen Advisors, LLC BENTONVILLE, ARQ2 2026 74$148.6M
Fiduciary Advisors, Inc. ST. LOUIS, MOQ2 2026 155$148.6M
Fjell Capital, LLC FARGO, NDQ2 2026 66$146.6M
Fairway Financial, LLC CASSELBERRY, FLQ2 2026 23$146.2M
Fox Financial, Inc WYOMISSING, PAQ2 2026 12$143.6M
Flax Pond Capital, LLC MERION STATION, PAQ2 2026 56$143.5M
Fourthstone LLC ST LOUIS, MOQ2 2026 25$140.5M
Forefront Wealth Management Inc. MALVERN, PAQ4 2025 71$139.4M
First Financial Group Corp RALEIGH, NCQ2 2026 81$138.3M
Ferguson Johnson Wealth Management Inc ROCKVILLE, MDQ2 2026 38$137.2M
Farnam Financial LLC PHOENIX, AZQ2 2026 53$137.1M
Freestate Advisors LLC OVERLAND PARK, KSQ2 2026 42$133.9M
Frisco Financial Planning LLC FRISCO, TXQ2 2026 29$132.7M
Finward Bancorp Munster, INQ2 2026 107$131.9M
First Growth Capital LLC PIKESVILLE, MDQ2 2026 136$131.8M
Fulcrum Wealth Advisors, LLC BELLEVUE, WAQ2 2026 81$130.9M
Forest Hill Capital, LLC LITTLE ROCK, ARQ2 2026 21$129.9M
Fortune Financial Group, Inc. NAPLES, FLQ2 2026 119$127.7M
Financial Concepts Unlimited, Inc. CENTREVILLE, MEQ2 2026 44$127.5M
Farley Capital L.P. NEW YORK, NYQ2 2026 15$127.4M
Fairman Group, LLC CHESTERBROOK, PAQ2 2026 332$127.3M
Financial Planning Fort Collins, LLC FORT COLLINS, COQ2 2026 32$126.7M
Frankly Finances, LLC WINTER PARK, FLQ2 2026 90$126.5M
Friends of the Cornell Lab of Ornithology, Inc. Riverside, CTQ2 2026 5$123.8M
Fulcrum Equity Management PLANO, TXQ2 2026 140$123.6M
Fairlight Advisors SAN FRANCISCO, CAQ2 2026 30$122.6M
Forteris Wealth Management Inc. ARMONK, NYQ2 2026 69$122.2M
Financial Management, Inc. LITTLE ROCK, ARQ2 2026 46$122.0M
Finhabits Advisors LLC NEW YORK, NYQ2 2026 15$118.9M
Fell Capital Management NEWPORT BEACH, CAQ2 2026 96$118.7M
Figure 8 Investment Strategies LLC BOISE, IDQ2 2026 56$118.3M
Fiscal Wisdom Wealth Management, LLC Canton, CTQ2 2026 102$117.9M
Financially in Tune, LLC STONEHAM, MAQ1 2026 77$116.3M
Fremen Capital Management LP STAMFORD, CTQ2 2026 14$114.0M
Fortitude Financial, LLC Spokane, WAQ2 2026 28$111.3M
FinArc Investments, Inc. NORWOOD, MAQ2 2026 43$110.3M
Fund Advisors of America Inc ORLAND, FLQ2 2026 120$110.2M
FMFE Wealth Management, LLC SYRACUSE, NYQ2 2024 24$107.6M
Fullerton Advisors, LLC DANVILLE, CAQ2 2026 54$106.9M
Financial Network Wealth Advisors LLC MURRAY, UTQ2 2026 858$98.5M
Fortress Financial Solutions, LLC TUCSON, AZQ1 2026 56$95.7M
Formulate Financial LLC BOCA RATON, FLQ2 2026 26$95.0M
Forefront Analytics, LLC WEST CONSHOHOCKEN, PAQ2 2026 37$92.0M
FourWorld Capital Management LLC NEW YORK, NYQ2 2026 20$86.5M
FinDec Wealth Services, Inc. Stockton, CAQ2 2026 32$84.6M
Founders Circle Capital LLC Campbell, CAQ3 2024 6$79.5M
Fore Capital, LLC New York, NYQ2 2026 47$75.4M
Financial Counselors Inc. Overland Park, KSQ2 2026 13$72.7M
Flaharty Asset Management, LLC CLEARWATER, FLQ2 2026 52$69.9M
Formation8 GP, LLC Los Altos, CAQ1 2024 3$67.6M
Fidelis Wealth Advisors LLC CASTLE ROCK, COQ2 2026 26$66.8M
Fourier Capital Management Ltd HONG KONG, K3Q2 2026 9$64.0M
Firsthand Capital Management, Inc. SAN JOSE, CAQ2 2026 54$62.6M
Florin Court Capital LLP London, X0Q2 2026 27$61.2M
FLP Wealth Management, LLC BENTONVILLE, ARQ2 2026 65$56.2M
Feynman Point Asset Management LLC NEW YORK, NYQ2 2026 28$54.7M
First Trust Bank, Ltd. NASSAU, C5Q2 2026 8$49.8M
Financial Discovery Group Inc. ATLANTA, GAQ2 2026 21$46.9M
First Reserve GP XIII Ltd Stamford, CTQ2 2026 1$45.9M
Fiduciary Counselling Inc. SAINT PAUL, MNQ2 2026 11$40.6M
Fort, L.P. CHEVY CHASE, MDQ3 2024 140$39.6M
Financially Speaking Inc GREENWOOD VILLAGE, COQ2 2026 103$20.6M
Freemont Management S.A. VAUD, V8Q2 2026 11$19.5M
FTX Recovery Trust LEAGUE CITY, TXQ2 2026 1$9.4M
Founders Fund Growth Management, LLC SAN FRANCISCO, CAQ4 2025 1$7.0M
FACTORIAL MANAGEMENT Ltd HONG KONG, K3Q2 2026 3$3.6M
Founders Fund V Management, LLC SAN FRANCISCO, CAQ4 2025 2$2.2M
Founders Fund VII Management, LLC SAN FRANCISCO, CAQ4 2025 2$2.0M
Fifth Lane Capital, LP Austin, TXQ2 2026 5$1.6M
Fleming James B Jr ALEXANDRIA, VAQ3 2025 2$905K
FSC Wealth Advisors, LLC WAPPINGERS FALLS, NYQ2 2026 1$513K
Factorial Partners, LLC MT. KISCO, NYQ2 2026 1$341K
Founders Fund VI Management, LLC SAN FRANCISCO, CAQ4 2025 1$46K
Forsta Ap-Fonden STOCKHOLM, V7Q2 2026 1$1
Frist Capital, LLC NASHVILLE, TNQ2 2026 1$0
First Citizens Investor Services, Inc. RALEIGH, NCQ4 2025 23$0
Fir Tree Capital Management LP New York, NYQ2 2025 0$0
Fine Capital Partners, L.P. NEW YORK, NYQ4 2025 1$0
Founders Fund IV Management, LLC SAN FRANCISCO, CAQ4 2025 1$0
FS Capital Partners VI, LLC LOS ANGELES, CAQ3 2024 1$0
Founders Fund II Management, LLC SAN FRANCISCO, CAQ4 2025 1$0
First Trust Direct Indexing L.P. Boston, MAQ4 2024 1$0
Flow State Investments, L.P. CHICAGO, ILQ4 2024 1$0
Founders Fund III Management, LLC SAN FRANCISCO, CAQ4 2025 1$0
Foundry Group Next, LLC BOULDER, COQ3 2025 1$0