Directory · every 13F filer
13F filers starting with M
All Funds · M
| Manager | Location | Latest Filing | Positions | 13F Reported Value |
|---|---|---|---|---|
| Matrix Capital Management Company, LP | Portsmouth, NH | Q2 2026 | 1 | $0 |
| Madison International Realty Holdings, LLC | New York, NY | Q2 2026 | 1 | $0 |
| Mantle Ridge LP | NEW YORK, NY | Q2 2026 | 1 | $0 |
| Mountain Capital Management, LLC | HOUSTON, TX | Q2 2026 | 1 | $0 |
| Makaira Partners LLC | LA JOLLA, CA | Q1 2026 | 1 | $0 |
| Madison Dearborn Partners LLC | Chicago, IL | Q3 2025 | 1 | $0 |
| Marquard & Bahls AG | Hamburg, 2M | Q3 2025 | 1 | $0 |
| Macellum Advisors, LP | NEW YORK, NY | Q3 2024 | 1 | $0 |
| Marlin Sams Capital Management LLC | New York, NY | Q3 2025 | 1 | $0 |
| Meketa Capital, LLC | WESTWOOD, MA | Q4 2024 | 1 | $0 |
| McKinley Alaska Private Investment, LLC | ANCHORAGE, AK | Q1 2024 | 1 | $148K |
| MGG Investment Group LP | New York, NY | Q3 2024 | 1 | $1.4M |
| MVM Partners, LLC | BOSTON, MA | Q2 2026 | 1 | $1.9M |
| Mayo Clinic | Rochester, MN | Q3 2024 | 3 | $2.9M |
| Motley Fool Wealth Management, LLC | ALEXANDRIA, VA | Q2 2026 | 19 | $6.6M |
| Mizuho Securities Co. Ltd. | TOKYO, M0 | Q1 2026 | 16 | $7.7M |
| McCarthy & Cox | MARYSVILLE, OH | Q4 2025 | 18 | $8.3M |
| Mizuho Financial Group Inc. | CHIYODA-KU, TOKYO, M0 | Q2 2026 | 14 | $11.8M |
| MetLife Inc | New York, NY | Q2 2026 | 6 | $13.1M |
| M Financial Asset Management, Inc. | PORTLAND, OR | Q4 2024 | 9 | $20.6M |
| Madrona Venture Group, LLC | SEATTLE, WA | Q4 2025 | 3 | $22.1M |
| Miura Global Management, LLC | New York, NY | Q2 2026 | 13 | $25.2M |
| Mediatel Partners | FORT WORTH, TX | Q2 2026 | 2 | $25.4M |
| MIRIA Asset Management Ltd | ST.JULIANS, O1 | Q3 2024 | 6 | $25.7M |
| Marlowe Partners LP | NEW YORK, NY | Q3 2024 | 8 | $26.1M |
| Markin Volterra Fund LP | RYE, NY | Q2 2026 | 62 | $29.5M |
| Meketa Investment Group Inc. | WESTWOOD, MA | Q4 2025 | 28 | $29.6M |
| Mitsubishi UFJ Morgan Stanley Securities Co., Ltd. | TOKYO, M0 | Q2 2026 | 158 | $32.7M |
| Merlin Capital, Inc | NEWPORT, RI | Q1 2024 | 52 | $33.5M |
| Madryn Asset Management, LP | NEW YORK, NY | Q2 2026 | 2 | $36.9M |
| Marathon Asset Management LP | NEW YORK, NY | Q2 2026 | 4 | $38.2M |
| Magma Venture Partners General Partner Ltd. | Tel Aviv, L3 | Q2 2026 | 2 | $43.1M |
| MPM Asset Management LLC | BOSTON, MA | Q3 2025 | 4 | $44.5M |
| M28 Capital Management LP | STAMFORD, CT | Q2 2026 | 9 | $47.2M |
| Meditor Group Ltd | HAMILTON, D0 | Q3 2024 | 4 | $48.1M |
| Medici Capital LLC | NEWPORT BEACH, CA | Q2 2026 | 6 | $51.0M |
| Mercato Management Legacy, LLC | COTTONWOOD HEIGHTS, UT | Q2 2026 | 1 | $56.7M |
| Monashee Investment Management LLC | Boston, MA | Q2 2026 | 23 | $59.6M |
| MASO CAPITAL PARTNERS Ltd | HONG KONG, K3 | Q3 2025 | 44 | $60.9M |
| Mercer Investments LLC | Boston, MA | Q1 2024 | 9 | $62.6M |
| MAS Advisors LLC | Miami, FL | Q3 2025 | 67 | $63.2M |
| Mithril II GP LP | AUSTIN, TX | Q3 2025 | 3 | $64.5M |
| Maiden Cove Capital, LLC | CAPE ELIZABETH, ME | Q4 2024 | 66 | $65.4M |
| Mainsail Management Company, LLC | AUSTIN, TX | Q3 2025 | 1 | $66.0M |
| MWG Caph Ltd | WASHINGTON, DC | Q4 2025 | 3 | $72.4M |
| Myriad Asset Management US LP | WEST PALM BEACH, FL | Q2 2026 | 52 | $72.4M |
| Mowery & Schoenfeld Wealth Management, LLC | LINCOLNSHIRE, IL | Q2 2026 | 363 | $73.4M |
| Mosaic Advisors LLC | HOUSTON, TX | Q2 2026 | 35 | $74.5M |
| MSD Partners, L.P. | NEW YORK, NY | Q2 2026 | 9 | $76.8M |
| McGrath & Associates, Inc. | Asheville, NC | Q2 2026 | 32 | $76.8M |
| MWG Management Ltd. | Washington, DC | Q3 2025 | 3 | $81.3M |
| MQS Management LLC | NEW YORK, NY | Q2 2026 | 253 | $81.9M |
| Mayar Capital Ltd. | LONDON, X0 | Q2 2026 | 16 | $89.1M |
| MLP3, LLC | LINWOOD, NJ | Q1 2026 | 86 | $90.7M |
| Meadowbrook Wealth Management, LLC | GARDEN CITY, NY | Q2 2026 | 81 | $92.9M |
| Montchanin Asset Management, LLC | MONTCHANIN, DE | Q2 2026 | 62 | $98.1M |
| MESIROW FINANCIAL INVESTMENT MANAGEMENT - Fixed Income | CHICAGO, IL | Q4 2024 | 14 | $98.4M |
| Millrace Asset Group, Inc. | BERWYN, PA | Q3 2024 | 70 | $98.4M |
| Miramar Fiduciary Corp | RENO, NV | Q2 2026 | 5 | $101.2M |
| Marathon Partners Equity Management, LLC | New York, NY | Q2 2026 | 14 | $101.5M |
| MSD Capital, L.P. | NEW YORK, NY | Q2 2026 | 3 | $101.8M |
| Michael A. Dubis Financial Planning, LLC | MIDDLETON, WI | Q1 2025 | 45 | $103.0M |
| Mozayyx Management LLC | AUSTIN, TX | Q2 2026 | 19 | $103.9M |
| Michelson Medical Research Foundation, Inc. | Los Angeles, CA | Q2 2026 | 21 | $108.2M |
| MH & Associates Securities Management Corp. | CARLSBAD, CA | Q2 2026 | 100 | $111.5M |
| Measured Risk Portfolios, Inc. | SAN DIEGO, CA | Q2 2026 | 63 | $112.4M |
| Msrh, LLC | New York, NY | Q1 2026 | 29 | $112.9M |
| Michael Brady & Co., LLC | WESTLAKE, OH | Q2 2026 | 58 | $113.3M |
| Mercato Partners Growth III Gp, LLC | Cottonwood Heights, UT | Q4 2025 | 1 | $114.4M |
| Montgomery Financial Services LLC | OCEAN CITY, MD | Q2 2026 | 334 | $115.0M |
| Monetary Solutions, Ltd | DAYTON, OH | Q2 2026 | 397 | $116.1M |
| Members Capital Advisors Inc. | MADISON, WI | Q2 2026 | 7 | $116.4M |
| Minot DeBlois Advisors LLC | Boston, MA | Q2 2026 | 240 | $116.5M |
| Markin Asset Management, LP | RYE, NY | Q2 2026 | 47 | $116.9M |
| MKD Wealth Coaches, LLC | TROY, MI | Q2 2026 | 31 | $117.0M |
| Merrithew & Thorsten Inc | SAN DIEGO, CA | Q2 2026 | 116 | $117.4M |
| Masterton Capital Management, LP | NEW YORK, NY | Q2 2026 | 24 | $118.1M |
| Mann Financial Group, Inc. | DETROIT LAKES, MN | Q2 2026 | 34 | $119.5M |
| Mirabaud Asset Management Ltd | LONDON, X0 | Q2 2026 | 49 | $120.2M |
| Morangie Management LLC | New York, NY | Q2 2026 | 34 | $120.4M |
| Mission Financial Group, LLC | HONOLULU, HI | Q2 2026 | 158 | $120.5M |
| Miller Global Investments, LLC | DALLAS, TX | Q2 2026 | 295 | $120.7M |
| Moneda S.A. Administradora General de Fondos | LAS CONDES, SANTIAGO, F3 | Q2 2026 | 31 | $122.0M |
| Miller Financial Services LLC | MARSHALL, MI | Q2 2026 | 138 | $123.8M |
| Milestones Private Investment Advisors LLC | FAIRPORT, NY | Q2 2026 | 77 | $125.6M |
| Midway Capital Research & Management | CHICAGO, IL | Q2 2026 | 114 | $125.8M |
| MeadowBrook Investment Advisors LLC | Livonia, MI | Q2 2026 | 196 | $126.2M |
| Milfam LLC | Stuart, FL | Q2 2026 | 11 | $126.2M |
| Marketfield Asset Management LLC | New York, NY | Q1 2024 | 35 | $127.2M |
| M Wealth Management, LLC | San Diego, CA | Q2 2026 | 57 | $127.3M |
| Maimon Wealth Management LTD. | RA'ANANA, L3 | Q2 2026 | 80 | $129.8M |
| Morgens Waterfall Vintiadis & Co. Inc. | NEW YORK, NY | Q2 2026 | 18 | $131.2M |
| McCartney Wealth Management LLC | CLAYTON, MO | Q2 2026 | 65 | $131.9M |
| McAlvany Wealth Management LLC | DURANGO, CO | Q2 2026 | 48 | $133.7M |
| Momentum Wealth Planning, LLC | ESTERO, FL | Q2 2026 | 33 | $133.7M |
| Mango Investments LLC | DENVER, CO | Q1 2024 | 23 | $135.2M |
| MRP Capital Investments, LLC | ALPHARETTA, GA | Q2 2026 | 223 | $135.7M |
| Marquette Associates, Inc. | CHICAGO, IL | Q2 2026 | 38 | $137.2M |
| Mountaineer Partners Management, LLC | New York, NY | Q2 2026 | 11 | $137.5M |
| Mio Partners, Inc. | NEW YORK, NY | Q2 2026 | 1 | $139.6M |
| MFG Wealth Management, Inc. | Indianapolis, IN | Q2 2026 | 63 | $139.8M |
| Mallini Complete Financial Planning LLC | GAINESVILLE, FL | Q2 2026 | 70 | $140.2M |
| Madison Park Capital Advisors, LLC | SEATTLE, WA | Q2 2026 | 65 | $140.3M |
| marrick wealth, LLC | IRVINE, CA | Q2 2026 | 62 | $140.8M |
| Merited Wealth, LLC | NORTH BAY VILLAGE, FL | Q2 2026 | 73 | $141.4M |
| MY Wealth Management Inc. | GERMANTOWN, MD | Q2 2026 | 46 | $142.0M |
| Midwestern Financial, LLC | IOWA CITY, IA | Q2 2026 | 54 | $142.8M |
| Matters Capital LLC | MIAMI, FL | Q2 2026 | 75 | $142.9M |
| Maxele Advisors, LLC | WEBSTER GROVES, MO | Q2 2026 | 98 | $143.1M |
| Marble Bar Asset Management LLP | London, X0 | Q2 2026 | 42 | $144.2M |
| McLaughlin Asset Management, Inc. | DANVILLE, IL | Q2 2026 | 96 | $144.5M |
| Magnolia Capital Management Ltd. | COLD SPRING, NY | Q2 2026 | 75 | $144.9M |
| Midwest Financial Network, LLC | TINLEY PARK, IL | Q2 2026 | 105 | $146.4M |
| Mueller Wealth, LLC | MISHICOT, WI | Q2 2026 | 18 | $146.9M |
| Madson Wealth Advisors Inc | SANTA ROSA, CA | Q2 2026 | 97 | $147.1M |
| Moon Capital Management LP | NEW YORK, NY | Q2 2026 | 14 | $148.1M |
| Monetta Financial Services Inc. | WHEATON, IL | Q2 2026 | 59 | $148.4M |
| Morgan Creek Capital Management, LLC | CHAPEL HILL, NC | Q2 2026 | 15 | $148.4M |
| MJT & Associates Financial Advisory Group, Inc. | MONTEVIDEO, MN | Q2 2026 | 465 | $151.2M |
| Mittelman Wealth Management | ANDOVER, MA | Q2 2026 | 53 | $151.2M |
| Meritech Capital Associates V L.L.C. | PALO ALTO, CA | Q2 2026 | 2 | $151.3M |
| Moulton Wealth Management, Inc. | SPOKANE, WA | Q2 2026 | 66 | $152.1M |
| Madrid Wealth Management, LLC | ALBUQUERQUE, NM | Q2 2026 | 70 | $152.4M |
| Muirfield Wealth Advisors LLC | CHARLOTTE, NC | Q2 2026 | 87 | $153.2M |
| Mount Vernon Associates Inc. | BALTIMORE, MD | Q2 2026 | 62 | $153.4M |
| Macco Financial Group, Inc. | GREEN BAY, WI | Q2 2026 | 22 | $153.9M |
| Maytree Asset Management Ltd | HONG KONG, K3 | Q2 2026 | 44 | $154.0M |
| Mustico Financial Group, Inc. | ELMIRA, NY | Q2 2026 | 49 | $154.0M |
| M3 Wealth Management, LLC | NORTH ROYALTON, OH | Q2 2026 | 35 | $154.1M |
| Morey & Quinn Wealth Partners, LLC | OMAHA, NE | Q2 2026 | 143 | $155.5M |
| Michels Family Financial, LLC | FORT WORTH, TX | Q2 2026 | 148 | $156.0M |
| Mork Capital Management, LLC | HEALDSBURG, CA | Q2 2026 | 104 | $156.3M |
| Mosaic Financial Group, LLC | CHICAGO, IL | Q2 2026 | 134 | $156.4M |
| Minerva Advisors LLC | BALA CYNWYD, PA | Q2 2026 | 46 | $158.3M |
| Marvin & Palmer Associates Inc. | WILMINGTON, DE | Q2 2026 | 28 | $159.0M |
| Mountain Lake Investment Management LLC | SAN FRANCISCO, CA | Q2 2026 | 31 | $160.6M |
| MidAtlantic Capital Management, Inc. | RICHMOND, VA | Q2 2026 | 86 | $160.9M |
| Macroview Investment Management LLC | BETHESDA, MD | Q2 2026 | 105 | $161.0M |
| Mascagni Wealth Management, Inc. | CLINTON, MS | Q2 2026 | 142 | $161.0M |
| Murphy & Mullick Capital Management Corp | SMITHTOWN, NY | Q2 2026 | 666 | $161.2M |
| Merkkuri Wealth Advisors LLC | HICKSVILLE, NY | Q2 2026 | 81 | $161.2M |
| Mendota Financial Group, LLC | MADISON, WI | Q2 2026 | 33 | $161.4M |
| Mercuria Capital Strategies, LLC | HOUSTON, TX | Q2 2026 | 23 | $163.1M |
| Meadow Creek Wealth Advisors LLC | ATLANTA, GA | Q2 2026 | 139 | $163.8M |
| McGinn Penninger Investment Management, Inc. | Alexandria, VA | Q2 2026 | 38 | $164.5M |
| Multicoin Capital Management, LLC | AUSTIN, TX | Q2 2026 | 2 | $165.1M |
| Monolith Management Ltd | HONG KONG, K3 | Q2 2026 | 17 | $165.9M |
| Mainstream Capital Management LLC | LOS ANGELES, CA | Q2 2026 | 90 | $166.1M |
| McIntyre Freedman & Flynn Investment Advisers Inc. | ORLEANS, MA | Q2 2026 | 84 | $166.8M |
| MFA Wealth Services | THOUSAND OAKS, CA | Q2 2026 | 134 | $167.4M |
| Marshall & Sterling Wealth Advisors Inc. | POUGHKEEPSIE, NY | Q2 2026 | 339 | $168.9M |
| Melia Wealth LLC | TULSA, OK | Q2 2026 | 23 | $173.7M |
| M.E. Allison & Co., Inc. | SAN ANTONIO, TX | Q2 2026 | 195 | $173.7M |
| MontVue Capital Management, Inc. | Lynchburg, VA | Q2 2026 | 78 | $173.8M |
| Millbank Dartmoor Portsmouth LLC | ASHEVILLE, NC | Q2 2026 | 2 | $175.7M |
| Marcho Partners LLP | LONDON, X0 | Q2 2026 | 6 | $175.8M |
| Mountain Hill Investment Partners Corp. | ATLANTIC HIGHLANDS, NJ | Q2 2026 | 195 | $176.5M |
| Marathon Strategic Advisors, LLC | PITTSBURGH, PA | Q2 2026 | 50 | $177.1M |
| Medicxi Ventures Management (Jersey) Ltd | ST. HELIER, Y9 | Q2 2026 | 3 | $177.4M |
| Montaka Global Pty Ltd | SYDNEY, C3 | Q2 2026 | 20 | $177.6M |
| My Portfolio Guide, LLC | SEAL BEACH, CA | Q1 2026 | 166 | $180.8M |
| Meixler Investment Management, Ltd. | SHOW LOW, AZ | Q2 2026 | 89 | $181.1M |
| Magnolia Private Wealth, LLC | PHILADELPHIA, PA | Q2 2026 | 153 | $182.2M |
| Members Wealth LLC | MEDIA, PA | Q2 2026 | 120 | $182.4M |
| McGuire Capital Advisors Inc. | BETHANY, OK | Q2 2026 | 915 | $183.3M |
| Motiv8 Investments LLC | PORT ST. LUCIE, FL | Q4 2025 | 1,068 | $183.4M |
| Millennium Capital Advisors, LLC | LITTLE ROCK, AR | Q2 2026 | 137 | $183.4M |
| Menard Financial Group LLC | HOUSTON, TX | Q2 2026 | 80 | $183.7M |
| Millstone Evans Group, LLC | BOULDER, CO | Q2 2026 | 877 | $184.8M |
| Melfa Wealth Management, Inc. | WESTBOROUGH, MA | Q2 2026 | 196 | $185.5M |
| Marin Bay Wealth Advisors, LLC | SAN ANSELMO, CA | Q2 2026 | 129 | $186.0M |
| McAlister, Sweet & Associates, Inc. | HOUSTON, TX | Q2 2026 | 41 | $187.1M |
| Meadowbrook Advisors Group, LLC | BEDMINSTER, NJ | Q2 2026 | 169 | $187.1M |
| Mark Sheptoff Financial Planning, LLC | GLASTONBURY, CT | Q2 2026 | 513 | $188.4M |
| Madrid Financial Services | MANHATTAN BEACH, CA | Q2 2026 | 26 | $189.0M |
| Martin Capital Advisors, LLP | SAN ANTONIO, TX | Q2 2026 | 77 | $190.8M |
| Magnolia Wealth Management, LLC | DOTHAN, AL | Q2 2026 | 17 | $191.0M |
| Mustard Seed Financial, LLC | Magnolia, AR | Q2 2026 | 97 | $192.5M |
| Manuka Financial, LLC | RICHMOND, VA | Q2 2026 | 55 | $192.6M |
| M3 Advisory Group, LLC | NEEDHAM HEIGHTS, MA | Q2 2026 | 156 | $192.8M |
| McClarren Financial Advisors, Inc. | STATE COLLEGE, PA | Q2 2026 | 85 | $193.5M |
| Momentous Wealth Management, Inc. | VANCOUVER, WA | Q2 2026 | 48 | $195.1M |
| McHugh Group, LLC | Bratenahl, OH | Q2 2026 | 86 | $195.7M |
| Marnell Management LLC | FARMINGTON HILLS, MI | Q2 2026 | 65 | $196.6M |
| Milestone Asset Management Group, LLC | AVON, CT | Q2 2026 | 133 | $198.6M |
| McBroom & Associates, LLC | LAS VEGAS, NV | Q2 2026 | 37 | $198.9M |
| McDonough Capital Management, Inc | ORLANDO, FL | Q2 2026 | 52 | $200.1M |
| Marathon Mission, Inc. | ALBANY, NY | Q2 2026 | 57 | $200.3M |
| Marest Capital, LLC | Encino, CA | Q2 2026 | 30 | $200.9M |
| Meriwether Wealth & Planning, LLC | MINDEN, LA | Q2 2026 | 122 | $201.7M |
| Marmo Financial Group, LLC | Johnson City, TN | Q1 2026 | 38 | $201.9M |
| Mill Road Capital Management LLC | Greenwich, CT | Q2 2026 | 22 | $202.5M |
| MB Generational Wealth, LLC | SPOKANE, WA | Q2 2026 | 66 | $203.9M |
| Mithaq Capital SPC | AL MALQA, RIYADH, T0 | Q2 2026 | 3 | $204.0M |
| Metatron Capital SICAV plc - Metatron Long Term Equity Fund | BIRKIRKARA, O1 | Q2 2026 | 63 | $204.3M |
| Martin Worley Group | COTTONWOOD HEIGHTS, UT | Q2 2025 | 91 | $204.4M |
| Mullaney, Keating & Wright, Inc. | MIDDLETOWN, CT | Q2 2026 | 74 | $206.8M |
| Murchinson Ltd. | TORONTO, A6 | Q2 2026 | 57 | $207.0M |
| Meridian Financial Advisors, LLC | HOLLISTON, MA | Q2 2026 | 146 | $208.1M |
| Moser Wealth Advisors, LLC | BELLEVUE, WA | Q2 2025 | 200 | $208.3M |
| Monument Group Wealth Advisors, LLC | CONCORD, MA | Q2 2026 | 44 | $208.3M |
| McCarthy Asset Management, Inc. | REDWOOD SHORES, CA | Q2 2026 | 29 | $211.0M |
| Merrion Investment Management Co, LLC | Cranford, NJ | Q2 2026 | 106 | $211.3M |
| MAC Alpha Capital Management, LP | TAMPA, FL | Q2 2026 | 21 | $213.1M |
| Mader & Shannon Wealth Management, Inc. | KANSAS CITY, MO | Q2 2026 | 21 | $214.1M |
| Mitsubishi UFJ Asset Management (UK) Ltd. | LONDON, X0 | Q2 2026 | 95 | $215.2M |
| Marshall & Sullivan Inc. | SEATTLE, WA | Q3 2025 | 43 | $215.7M |
| Main Line Retirement Advisors, LLC | WHITEFISH, MT | Q2 2026 | 49 | $218.1M |
| MPWM Advisory Solutions, LLC | ALPHARETTA, GA | Q2 2026 | 571 | $218.4M |
| MWA Asset Management | DANVERS, MA | Q2 2026 | 129 | $221.3M |
| Mendel Capital Management LLC | LITTLE ROCK, AR | Q2 2026 | 99 | $222.2M |
| Mirabaud Asset Management (France) SAS | PARIS, I0 | Q2 2026 | 27 | $222.2M |
| MTC Wealth Management LLC | TAMPA, FL | Q2 2026 | 14 | $222.9M |
| Moerus Capital Management LLC | NEW YORK, NY | Q2 2026 | 14 | $224.4M |
| Mink Brook Asset Management LLC | West Palm Beach, FL | Q2 2026 | 52 | $226.6M |
| Mission Hills Financial Advisory, LLC | SAN DIEGO, CA | Q2 2026 | 89 | $227.6M |
| Menlo Advisors LLC | MENLO PARK, CA | Q2 2026 | 30 | $227.9M |
| Matrix Private Capital Group LLC | NEW YORK, NY | Q2 2026 | 143 | $229.9M |
| MKA Charitable Fund | San Francisco, CA | Q2 2026 | 1 | $232.5M |
| MTM Financial Group, LLC | BETHLEHEM, PA | Q2 2026 | 95 | $233.4M |
| Morgan Dempsey Capital Management LLC | MILWAUKEE, WI | Q2 2026 | 122 | $233.4M |
| MN Wealth Advisors, LLC | OVERLAND PARK, KS | Q2 2026 | 133 | $234.8M |
| Miller Wealth Advisors, LLC | OURAY, CO | Q2 2026 | 122 | $236.6M |
| Mitchell Sinkler & Starr | PHILADELPHIA, PA | Q2 2026 | 155 | $240.1M |
| Masso Torrence Wealth Management Inc. | MARLTON, NJ | Q3 2025 | 108 | $240.3M |
| Marshall Investment Management, LLC | LITTLETON, CO | Q2 2026 | 497 | $240.8M |
| Midwest Financial Partners Investments, Inc. | ST. CLOUD, MN | Q2 2026 | 80 | $240.8M |
| Motive Wealth Advisors | BIRMINGHAM, MI | Q2 2026 | 96 | $243.2M |
| MRWM Advisors, LLC | NASHVILLE, TN | Q2 2026 | 80 | $243.3M |
| Maxwell Wealth Strategies Inc. | PLEASANTON, CA | Q4 2024 | 110 | $244.9M |
| Murphy, Middleton, Hinkle & Parker, Inc. | Thomasville, GA | Q2 2026 | 140 | $246.1M |
| Midwest Capital Advisors, LLC | Grand Rapids, MI | Q2 2026 | 210 | $246.2M |
| Mirabaud & Cie SA | GENEVA, V8 | Q2 2026 | 53 | $249.2M |
| Matisse Capital | PORTLAND, OR | Q2 2026 | 158 | $249.8M |
| MW Advisory, LLC | ATLANTA, GA | Q2 2026 | 139 | $250.3M |
| MOR Wealth Management, LLC | PHILADELPHIA, PA | Q2 2026 | 122 | $251.2M |
| McKinney Capital Management, LLC | HOUSTON, TX | Q2 2026 | 87 | $253.8M |
| Millington Financial Advisors, LLC | NAPERVILLE, IL | Q2 2026 | 128 | $254.4M |
| Miller Capital Partners, Inc. | TROY, MI | Q2 2026 | 255 | $254.5M |
| Mainsail Asset Management, LLC | BIRMINGHAM, AL | Q2 2026 | 197 | $255.2M |
| Meritas Wealth Management, LLC | SAN RAFAEL, CA | Q2 2026 | 63 | $256.1M |
| My Personal CFO, LLC | VANCOUVER, WA | Q2 2026 | 91 | $256.2M |
| Metavasi Capital LP | LARCHMONT, NY | Q2 2026 | 22 | $257.2M |
| Mach-1 Financial Group, LLC | Rogers, AR | Q2 2026 | 131 | $258.1M |
| MY.Alpha Management HK Advisors Ltd | HONG KONG, K3 | Q2 2026 | 9 | $259.6M |
| MOKAN Wealth Management Inc. | OVERLAND PARK, KS | Q2 2026 | 95 | $261.7M |
| Massachusetts Wealth Management | NORTH ANDOVER, MA | Q2 2026 | 98 | $262.5M |
| Melone Private Wealth, LLC | AUBURN HILLS, MI | Q2 2026 | 58 | $262.6M |
| Myecfo, LLC | La Jolla, CA | Q2 2026 | 73 | $265.0M |
| Mount Capital Ltd | LONDON, X0 | Q2 2026 | 17 | $265.0M |
| Militia Capital Partners, LP | AUSTIN, TX | Q4 2025 | 182 | $265.9M |
| Mishpacha Holdings Corp. | Rio de Janeiro, D5 | Q2 2026 | 4 | $266.2M |
| Mad River Investors | BOSTON, MA | Q2 2026 | 29 | $267.4M |
| Moneywise, Inc. | FOREST, VA | Q2 2026 | 86 | $268.1M |
| Monaco Asset Management SAM | Monaco, O9 | Q2 2026 | 36 | $269.2M |
| Monumental Financial Group Inc. | ROCKVILLE, MD | Q3 2024 | 42 | $269.5M |
| M1 Capital Management LLC | TROY, MI | Q2 2026 | 113 | $270.8M |
| MTCO Ltd. | Nassau, C5 | Q2 2026 | 4 | $271.3M |
| Mb, Levis & Associates, LLC | CENTER VALLEY, PA | Q2 2026 | 254 | $271.4M |
| Martin Capital Partners, LLC | EUGENE, OR | Q2 2026 | 72 | $272.0M |
| Mitchell & Pahl Private Wealth, LLC | OKLAHOMA CITY, OK | Q2 2026 | 149 | $272.2M |
| Mendel Money Management | NORTHBROOK, IL | Q2 2026 | 127 | $273.1M |
| Missouri Education Pension Trust | JEFFERSON CITY, MO | Q2 2026 | 2 | $273.4M |
| Meramec Financial Planners, LLC | SAINT LOUIS, MO | Q2 2026 | 550 | $273.7M |
| MRA Advisory Group | PARSIPPANY, NJ | Q2 2026 | 157 | $275.5M |
| Mine & Arao Wealth Creation & Management, LLC. | CAMPBELL, CA | Q2 2026 | 78 | $275.9M |
| Mid-American Wealth Advisory Group, Inc. | KANSAS CITY, MO | Q2 2026 | 66 | $276.6M |
| Madden Advisory Services, Inc. | Jacksonville, FL | Q2 2026 | 110 | $278.9M |
| Mechanics Financial Corp | Mansfield, OH | Q2 2026 | 296 | $279.5M |
| Maripau Wealth Management LLC | FORT WAYNE, IN | Q2 2026 | 177 | $280.5M |
| Mount Lucas Management LP | Newtown, PA | Q2 2026 | 166 | $280.7M |
| My Legacy Advisors, LLC | BEND, OR | Q2 2025 | 206 | $280.8M |
| Montz Harcus Wealth Management LLC | New Orleans, LA | Q2 2026 | 100 | $281.0M |
| McNaughton Wealth Management, LLC | SAN DIEGO, CA | Q2 2026 | 75 | $281.6M |
| Mendon Capital Advisors Corp. | KEY LARGO, FL | Q2 2026 | 46 | $282.9M |
| MBE Wealth Management, LLC | TOMAH, WI | Q2 2026 | 170 | $284.5M |
| Midwest Financial Group LLC | Overland Park, KS | Q2 2026 | 136 | $285.1M |
| Murphy Pohlad Asset Management LLC | EDEN PRAIRIE, MN | Q2 2026 | 135 | $287.1M |
| Maestria Partners LLC | ATLANTA, GA | Q2 2026 | 14 | $287.6M |
| McCarter Private Wealth Services LLC | Boston, MA | Q2 2026 | 179 | $289.8M |
| Maloon Powers Pitre Higgins & Dennehy, LLC | SAN RAMON, CA | Q2 2026 | 147 | $291.0M |
| Massar Capital Management, LP | STAMFORD, CT | Q2 2026 | 246 | $291.4M |
| Matthews International Capital Management LLC | SAN FRANCISCO, CA | Q2 2026 | 32 | $291.7M |
| Marathon Wealth Advisors LLC | BOSTON, MA | Q2 2026 | 76 | $292.4M |
| Muzinich & Co., Inc. | NEW YORK, NY | Q2 2026 | 38 | $292.7M |
| Meridian Financial Partners LLC | WARRENTON, VA | Q2 2026 | 119 | $293.3M |
| MBA Advisors LLC | HERMITAGE, PA | Q2 2026 | 164 | $293.7M |
| Mainsail Financial Group, LLC | BELLEVUE, WA | Q2 2026 | 72 | $294.3M |
| MorganRosel Wealth Management, LLC | HIGHLANDS RANCH, CO | Q2 2026 | 104 | $296.3M |
| Maltin Wealth Management, Inc. | RIDGEWOOD, NJ | Q2 2026 | 146 | $299.0M |
| Martin Investment Management, LLC | PALM BEACH GARDENS, FL | Q2 2026 | 47 | $299.6M |
| Mango Five Family, Inc. | RENO, NV | Q1 2024 | 65 | $300.8M |
| Manatuck Hill Partners, LLC | WESTPORT, CT | Q2 2026 | 129 | $301.7M |
| Maryland Capital Advisors Inc. | CHESTER, MD | Q2 2026 | 1,043 | $312.0M |
| Monte Financial Group, LLC | GUILFORD, CT | Q2 2026 | 102 | $312.2M |
| Magarian Capital Management, LLC | MARLTON, NJ | Q2 2026 | 11 | $312.2M |
| Merk Investments LLC | PALO ALTO, CA | Q2 2026 | 11 | $313.5M |
| Moseley Investment Management Inc. | BRADENTON, FL | Q1 2026 | 162 | $313.7M |
| Macro Advisors, Inc. | YORK, PA | Q2 2026 | 45 | $313.7M |
| Malaga Cove Capital, LLC | PV ESTATES, CA | Q2 2026 | 185 | $314.1M |
| Mosley Wealth Management | ANAHEIM, CA | Q2 2026 | 781 | $314.3M |
| Mma Asset Management LLC | New York, NY | Q2 2026 | 181 | $314.3M |
| Meros Investment Management, LP | DALLAS, TX | Q2 2026 | 50 | $315.2M |
| Montanaro Asset Management Ltd | LONDON, X0 | Q2 2026 | 42 | $317.2M |
| Medallion Wealth Advisors, LLC | FARMINGTON, CT | Q2 2026 | 1,220 | $317.3M |
| Mills Wealth Advisors LLC | SOUTHLAKE, TX | Q2 2026 | 76 | $317.6M |
| Miramontes Capital, LLC | NEWPORT, CA | Q2 2026 | 141 | $321.3M |
| MKT Advisors LLC | CARLSBAD, CA | Q2 2026 | 155 | $321.8M |
| Mathes Company, Inc. | New York, NY | Q2 2026 | 129 | $321.8M |
| Mullooly Asset Management, Inc. | WALL TOWNSHIP, NJ | Q2 2026 | 60 | $324.9M |
| Morris Financial Concepts, Inc. | MOUNT PLEASANT, SC | Q2 2026 | 204 | $326.1M |
| Montgomery Investment Management Inc. | ROCKVILLE, MD | Q2 2026 | 108 | $329.5M |
| Mayfair Advisory Group, LLC | BIRMINGHAM, AL | Q2 2026 | 185 | $331.7M |
| Master's Wealth Management Inc. | LANCASTER, PA | Q2 2026 | 91 | $332.3M |
| Monterey Private Wealth, Inc. | MONTEREY, CA | Q1 2025 | 138 | $339.5M |
| McCollum Christoferson Group LLC | AMHERST, NY | Q2 2026 | 80 | $344.7M |
| Muhlenkamp & Co. Inc. | WEXFORD, PA | Q2 2026 | 28 | $345.3M |
| Matthew 25 Management Corp | AMBLER, PA | Q2 2026 | 20 | $345.5M |
| MGB Wealth Management, LLC | ADDISON, TX | Q4 2025 | 308 | $349.6M |
| MTM Investment Management, LLC | SPARTANBURG, SC | Q2 2026 | 708 | $350.5M |
| Midwest Heritage Bank, FSB | WEST DES MOINES, IA | Q2 2026 | 53 | $352.8M |
| Minot Capital, LP | Broomfield, CO | Q3 2024 | 6 | $353.3M |
| Menlo Ventures Management, L.P. | MENLO PARK, CA | Q2 2026 | 3 | $357.4M |
| Metropolitan Life Insurance Co | New York, NY | Q2 2026 | 11 | $357.4M |
| Members Advisory Group LLC | WILLIAMSVILLE, NY | Q2 2026 | 42 | $358.2M |
| Morling Financial Advisors, LLC | FREMONT, CA | Q2 2026 | 122 | $359.0M |
| Man Investment Partners (US) LP | NEW YORK, NY | Q2 2026 | 6 | $359.3M |
| MADDEN SECURITIES Corp | DALLAS, TX | Q2 2026 | 118 | $360.0M |
| Mass General Brigham, Inc | SOMERVILLE, MA | Q2 2026 | 6 | $361.1M |
| Millington Securities, LLC | RED BANK, NJ | Q1 2026 | 275 | $362.4M |
| Marshall Financial Group Inc. | DOYLESTOWN, PA | Q3 2025 | 53 | $363.5M |
| Missouri Trust & Investment Co | SPRINGFIELD, MO | Q2 2026 | 146 | $368.1M |
| Millstreet Capital Management LLC | BOSTON, MA | Q2 2026 | 2 | $368.1M |
| M & L Capital Management Ltd | LONDON, X0 | Q2 2026 | 17 | $369.8M |
| M. Kraus & Co | SHELBURNE, VT | Q2 2026 | 86 | $376.9M |
| MSA Advisors, LLC | SANTA MONICA, CA | Q2 2026 | 43 | $388.6M |
| Monimus Capital Management, LP | WOODBRIDGE, NJ | Q2 2026 | 55 | $393.6M |
| MIC Capital Management UK LLP | LONDON, X0 | Q2 2026 | 16 | $394.3M |
| Manske Wealth Management | HOUSTON, TX | Q2 2026 | 226 | $402.7M |
| McElhenny Sheffield Capital Management, LLC | DALLAS, TX | Q2 2026 | 108 | $403.8M |
| Modus Advisors, LLC | EXCELSIOR, MN | Q2 2026 | 118 | $405.0M |
| MYDA Advisors LLC | WOODMERE, NY | Q2 2026 | 143 | $411.3M |
| McDonald Partners LLC | CLEVELAND, OH | Q2 2026 | 621 | $411.7M |
| Measured Wealth Private Client Group, LLC | PORTSMOUTH, NH | Q2 2026 | 723 | $413.7M |
| McMill Wealth Management | NORFOLK, NE | Q2 2026 | 60 | $416.9M |
| M3F, Inc. | SALT LAKE CITY, UT | Q2 2026 | 22 | $422.2M |
| Miller Value Partners | SARASOTA, FL | Q2 2026 | 56 | $423.1M |
| Meredith Wealth Planning | MARYVILLE, IL | Q2 2026 | 74 | $423.7M |
| Myriad Asset Management Advisors LLC | WEST PALM BEACH, FL | Q2 2026 | 49 | $423.8M |
| Mariner Investment Group LLC | NEW YORK, NY | Q2 2026 | 75 | $426.3M |
| Main Street Group, LTD | GLEN ALLEN, VA | Q2 2026 | 863 | $429.2M |
| MPS Loria Financial Planners, LLC | Burr Ridge, IL | Q2 2026 | 91 | $435.0M |
| ML & R Wealth Management LLC | AUSTIN, TX | Q1 2024 | 70 | $435.2M |
| Monarch Capital Management Inc. | FORT WAYNE, IN | Q2 2026 | 130 | $436.2M |
| Msop Gp, L.L.C. | MENLO PARK, CA | Q4 2025 | 3 | $439.3M |
| Morton Brown Family Wealth, LLC | ALLENTOWN, PA | Q2 2026 | 416 | $441.1M |
| Meridian Management Co. | LITTLE ROCK, AR | Q2 2026 | 84 | $445.6M |
| Maniro Ltd | NASSAU, C5 | Q2 2026 | 29 | $445.7M |
| Mudrick Capital Management, L.P. | NEW YORK, NY | Q2 2026 | 4 | $447.9M |
| M&R Capital Management Inc. | SUMMIT, NJ | Q3 2024 | 581 | $453.8M |
| Markowski Investments | TAMPA, FL | Q2 2026 | 619 | $454.2M |
| Miramar Capital, LLC | NORTHBROOK, IL | Q2 2026 | 57 | $455.0M |
| Montag & Caldwell, LLC | ATLANTA, GA | Q2 2025 | 113 | $456.8M |
| Mokosak Advisory Group, LLC | URBANDALE, IA | Q2 2026 | 38 | $461.7M |
| Marks Wealth, LLC | ELLICOTT CITY, MD | Q2 2026 | 19 | $461.9M |
| Milestone Investment Advisors LLC | MIDDLETON, WI | Q2 2026 | 141 | $462.7M |
| Meridian Investment Counsel Inc. | LAFAYETTE, CA | Q2 2026 | 250 | $465.9M |
| Mizuho Bank, Ltd. | TOKYO, M0 | Q2 2026 | 6 | $467.4M |
| Mystic Asset Management, Inc. | Warwick, RI | Q2 2026 | 225 | $467.9M |
| MilWealth Group LLC | MILWAUKEE, WI | Q2 2026 | 82 | $468.9M |
| Magnolia Group, LLC | OMAHA, NE | Q2 2026 | 16 | $476.3M |
| Mattson Financial Services, LLC | KENTWOOD, MI | Q2 2026 | 235 | $477.8M |
| May Hill Capital, LLC | COHASSET, MA | Q2 2026 | 256 | $478.7M |
| Marino Management, LLC | WESTPORT, CT | Q2 2026 | 11 | $479.9M |
| Mason & Associates, LLC | NEWPORT NEWS, VA | Q2 2026 | 45 | $480.6M |
| Mudita Advisors LLP | London, X0 | Q2 2026 | 24 | $481.0M |
| Monetary Management Group Inc. | ST LOUIS, MO | Q2 2026 | 335 | $486.7M |
| Montis Financial, LLC | WALTHAM, MA | Q2 2026 | 152 | $489.1M |
| Marion Wealth Management | MONROEVILLE, PA | Q2 2026 | 156 | $490.2M |
| Morton Community Bank | EAST PEORIA, IL | Q2 2026 | 120 | $491.0M |
| Marathon Capital Management | Hunt Valley, MD | Q2 2026 | 187 | $493.9M |
| Maxi Investments CY Ltd | LIMASSOL, G4 | Q2 2026 | 72 | $494.0M |
| Mars Jewett Financial Group, Inc. | BELLEVUE, WA | Q2 2026 | 46 | $494.1M |
| Monument Capital Management | ALEXANDRIA, VA | Q2 2026 | 262 | $497.2M |
| Mezzasalma Advisors, LLC | TINTON FALLS, NJ | Q2 2026 | 171 | $498.3M |
| McRae Capital Management Inc. | Morristown, NJ | Q2 2026 | 112 | $508.1M |
| Midwest Professional Planners, LTD. | WAUSAU, WI | Q2 2026 | 131 | $510.3M |
| Medina Value Partners, LLC | LOS ANGELES, CA | Q2 2026 | 28 | $510.4M |
| Magnitude Capital, LLC | New York, NY | Q2 2026 | 1 | $512.4M |
| Milestones Administradora de Recursos Ltda. | JARAGUA DO SUL, D5 | Q2 2026 | 21 | $517.7M |
| MBM Wealth Consultants, LLC | CHESTERFIELD, MO | Q2 2026 | 123 | $518.6M |
| Mindset Wealth Management, LLC | INDIANAPOLIS, IN | Q2 2026 | 191 | $519.1M |
| Merck & Co., Inc. | RAHWAY, NJ | Q2 2026 | 13 | $526.4M |
| Mycio Wealth Partners, LLC | PHILADELPHIA, PA | Q2 2026 | 49 | $535.0M |
| Manitou Investment Management Ltd. | TORONTO, A6 | Q2 2026 | 48 | $537.9M |
| Mascoma Wealth Management LLC | HANOVER, NH | Q2 2026 | 609 | $539.3M |
| Mandatum Life Insurance Co Ltd | HELSINKI, H9 | Q2 2026 | 90 | $540.1M |
| Madrona Financial Services, LLC | EVERETT, WA | Q2 2026 | 143 | $542.6M |
| Morningstar Investment Services LLC | Chicago, IL | Q1 2025 | 134 | $546.0M |
| Maltese Capital Management LLC | New York, NY | Q2 2026 | 100 | $548.6M |
| Moller Wealth Partners | NORTHFIELD, IL | Q2 2026 | 75 | $552.8M |
| Militia Capital Management LLC | AUSTIN, TX | Q2 2026 | 242 | $554.5M |
| Moment Partners, LLC | SAN FRANCISCO, CA | Q2 2026 | 101 | $554.9M |
| Moody Aldrich Partners LLC | MARBLEHEAD, MA | Q2 2026 | 175 | $556.6M |
| Ma Investment Partnership, LP | HILLSBOROUGH, CA | Q2 2026 | 13 | $561.4M |
| Manchester Financial Inc. | Westlake Village, CA | Q2 2026 | 144 | $561.6M |
| Mission Creek Capital Partners, Inc. | SAN FRANCISCO, CA | Q2 2026 | 231 | $568.9M |
| McKinley Capital Management LLC | ANCHORAGE, AK | Q2 2024 | 115 | $571.4M |
| M37 Management LP | Menlo Park, CA | Q2 2026 | 9 | $574.7M |
| MSH Capital Advisors LLC | SCOTTSDALE, AZ | Q2 2026 | 320 | $575.0M |
| McNamara Financial Services, Inc. | MARSHFIELD, MA | Q2 2026 | 104 | $579.7M |
| Marietta Investment Partners LLC | MILWAUKEE, WI | Q2 2026 | 170 | $581.7M |
| Magnolia Capital Advisors LLC | RIDGELAND, MS | Q2 2026 | 295 | $582.7M |
| Mfa Wealth Advisors, LLC | PITTSBURGH, PA | Q2 2026 | 98 | $586.3M |
| MIG Capital, LLC | Newport Beach, CA | Q4 2025 | 43 | $589.4M |
| Matthew Goff Investment Advisor, LLC | HOUSTON, TX | Q2 2026 | 91 | $592.6M |
| Meiji Yasuda America Inc | New York, NY | Q2 2026 | 57 | $597.6M |
| Manhattan West Asset Management, LLC | Los Angeles, CA | Q2 2026 | 185 | $598.9M |
| Marotta Asset Management | CHARLOTTESVILLE, VA | Q2 2026 | 103 | $600.9M |
| Morse Asset Management, Inc | DARIEN, CT | Q2 2026 | 415 | $603.8M |
| Mason Capital Management LLC | NEW YORK, NY | Q2 2026 | 9 | $607.0M |
| Mattern Wealth Management LLC | LAWRENCE, KS | Q2 2026 | 183 | $609.3M |
| M. Kulyk & Associates, LLC | DECATUR, GA | Q2 2026 | 113 | $612.9M |
| Mason & Associates Inc | LOS ANGELES, CA | Q2 2026 | 161 | $619.0M |
| Marino, Stram & Associates LLC | BRAINTREE, MA | Q2 2026 | 202 | $627.8M |
| Machina Capital S.A.S. | PARIS, I0 | Q2 2026 | 368 | $631.1M |
| Mountain Pacific Investment Advisers LLC | BOISE, ID | Q2 2026 | 146 | $635.4M |
| Milestone Asset Management, LLC | PITTSBURGH, PA | Q2 2026 | 259 | $635.5M |
| Martel Wealth Advisors LLC | VANCOUVER, WA | Q2 2026 | 61 | $635.7M |
| Maytus Capital Management, LLC | NEW YORK, NY | Q2 2026 | 62 | $635.7M |
| Martin & Co. Inc. | Knoxville, TN | Q2 2026 | 100 | $640.1M |
| Mayport, LLC | NEWTON, MA | Q2 2026 | 134 | $644.8M |
| Marble Wealth, LLC | MONTGOMERY, AL | Q2 2026 | 234 | $653.3M |
| Mitchell Capital Management Co. | LEAWOOD, KS | Q2 2026 | 117 | $657.5M |
| Mengis Capital Management, Inc. | PORTLAND, OR | Q2 2026 | 218 | $657.7M |
| MinichMacGregor Wealth Management, LLC | Saratoga Springs, NY | Q2 2026 | 150 | $659.2M |
| McMorgan & Co. LLC | SAN FRANCISCO, CA | Q2 2026 | 37 | $664.0M |
| Montecito Bank & Trust | SANTA BARBARA, CA | Q2 2026 | 271 | $668.4M |
| MA Private Wealth | SAN CARLOS, CA | Q2 2026 | 88 | $671.4M |
| Maia Wealth LLC | DENVER, CO | Q2 2026 | 354 | $677.2M |
| Marshall Financial Group, LLC | Hunt Valley, MD | Q2 2026 | 311 | $685.7M |
| Matrix Trust Co | DENVER, CO | Q2 2026 | 101 | $689.5M |
| Mraz, Amerine & Associates, Inc. | Modesto, CA | Q2 2026 | 199 | $697.1M |
| Mountain Capital Investment Advisors Inc. | WESTMINSTER, CO | Q2 2026 | 95 | $702.2M |
| Market Street Wealth Management Advisors LLC | INDIANAPOLIS, IN | Q2 2026 | 120 | $703.0M |
| Monarch Alternative Capital LP | New York, NY | Q2 2026 | 7 | $703.2M |
| Masters Capital Management LLC | ATLANTA, GA | Q2 2026 | 42 | $711.3M |
| Mak Capital One LLC | NEW YORK, NY | Q2 2026 | 17 | $713.8M |
| M Holdings Securities, Inc. | PORTLAND, OR | Q2 2026 | 148 | $731.1M |
| Morton Capital Management LLC | CALABASAS, CA | Q2 2026 | 160 | $731.3M |
| Massachusetts Institute of Technology | CAMBRIDGE, MA | Q2 2026 | 8 | $732.6M |
| MainStreet Investment Advisors LLC | CHICAGO, IL | Q2 2026 | 166 | $734.3M |
| Matauro, LLC | NEW YORK, NY | Q2 2026 | 158 | $756.4M |
| McLean Asset Management Corp | TYSONS, VA | Q2 2026 | 181 | $756.5M |
| Mivtachim The Workers Social Insurance Fund Ltd. (Under Special Management) | Tel Aviv, L3 | Q2 2026 | 41 | $759.1M |
| Manchester Capital Management LLC | MANCHESTER, VT | Q2 2026 | 1,313 | $768.4M |
| Marquette Asset Management, LLC | MINNEAPOLIS, MN | Q2 2026 | 830 | $776.4M |
| Madison Wealth Partners, Inc | MADISON, WI | Q2 2026 | 292 | $785.9M |
| Mechanics Bank Trust Department | Walnut Creek, CA | Q2 2026 | 211 | $808.2M |
| Mitchell McLeod Pugh & Williams Inc. | MOBILE, AL | Q2 2026 | 307 | $814.8M |
| Mirador Capital Partners LP | PLEASANTON, CA | Q2 2026 | 216 | $816.4M |
| McGowan Group Asset Management, Inc. | DALLAS, TX | Q2 2026 | 152 | $822.9M |
| Meridian Wealth Partners, LLC | EXTON, PA | Q2 2026 | 125 | $826.1M |
| Moloney Securities Asset Management, LLC | MANCHESTER, MO | Q3 2025 | 497 | $840.3M |
| Mint Tower Capital Management B.V. | AMSTERDAM, P7 | Q2 2026 | 342 | $847.0M |
| McGlone Suttner Wealth Management, Inc. | APPLETON, WI | Q2 2026 | 196 | $852.4M |
| Mattern Capital Management, LLC | LAKEWOOD, CO | Q2 2026 | 166 | $856.7M |
| McMillan Office, Inc. | ST. CLAIR SHORES, MI | Q2 2026 | 507 | $870.9M |
| Managed Asset Portfolios, LLC | ROCHESTER, MI | Q2 2026 | 51 | $874.9M |
| Marathon Trading Investment Management LLC | RADNOR, PA | Q2 2026 | 141 | $877.1M |
| Meridian Wealth Advisors, LLC | AUSTIN, TX | Q2 2026 | 211 | $880.0M |
| MayTech Global Investments, LLC | New York, NY | Q2 2026 | 22 | $900.2M |
| MIdWestOne Financial Group, Inc. | Iowa City, IA | Q4 2025 | 305 | $900.5M |
| Manchester Global Management (UK) Ltd | LONDON, X0 | Q2 2026 | 23 | $906.0M |
| MJP Associates Inc. | FARMINGTON, CT | Q2 2026 | 232 | $914.2M |
| Maridea Wealth Management LLC | BROOKLYN, NY | Q2 2026 | 538 | $919.7M |
| MBB Public Markets I LLC | CHICAGO, IL | Q2 2026 | 25 | $925.7M |
| Middleton & Co. Inc. | BOSTON, MA | Q2 2026 | 170 | $941.9M |
| Makena Capital Management LLC | MENLO PARK, CA | Q2 2026 | 26 | $951.8M |
| Marietta Wealth Management, LLC | MARIETTA, GA | Q2 2026 | 133 | $970.6M |
| Marble Harbor Investment Counsel, LLC | BOSTON, MA | Q2 2026 | 200 | $984.0M |
| Mark Asset Management LP | New York, NY | Q2 2026 | 31 | $987.1M |
| MLG Wealth Management DBA Pine Grove Financial Group | WOODBURY, MN | Q2 2026 | 218 | $990.2M |
| Mar Vista Investment Partners LLC | LOS ANGELES, CA | Q2 2026 | 33 | $1.0B |
| MORGUARD LINCLUDEN GLOBAL INVESTMENTS Ltd | MISSISSAUGA, A6 | Q2 2026 | 68 | $1.0B |
| Moisand Fitzgerald Tamayo, LLC | ORLANDO, FL | Q2 2026 | 535 | $1.0B |
| Mirabella Financial Services LLP | London, X0 | Q2 2026 | 663 | $1.0B |
| Melqart Asset Management (UK) Ltd | London, X0 | Q2 2026 | 40 | $1.1B |
| Minneapolis Portfolio Management Group, LLC | Wayzata, MN | Q2 2026 | 34 | $1.1B |
| Morgan Stanley Institutional Investment Advisors LLC | GREENWOOD VILLAGE, CO | Q2 2026 | 5 | $1.1B |
| Miller Investment Management, LP | WEST CONSHOHOCKEN, PA | Q2 2026 | 83 | $1.1B |
| Mason Street Advisors, LLC | MILWAUKEE, WI | Q2 2026 | 15 | $1.1B |
| MV Capital Management, Inc. | BETHESDA, MD | Q2 2026 | 1,278 | $1.1B |
| McGuire Investment Group, LLC | WAKEFIELD, RI | Q2 2026 | 137 | $1.1B |
| Marks Group Wealth Management, Inc | MINNETONKA, MN | Q2 2026 | 350 | $1.1B |
| Marcum Wealth, LLC | CLEVELAND, OH | Q1 2025 | 405 | $1.2B |
| Mayflower Financial Advisors, LLC | BOSTON, MA | Q2 2026 | 498 | $1.2B |
| MASTERINVEST Kapitalanlage GmbH | VIENNA, C4 | Q2 2026 | 300 | $1.2B |
| Motco | SAN ANTONIO, TX | Q2 2026 | 840 | $1.2B |
| MMCAP International Inc. SPC | GRAND CAYMAN, E9 | Q2 2026 | 303 | $1.2B |
| Meteora Capital, LLC | Boca Raton, FL | Q2 2026 | 428 | $1.2B |
| Moody National Bank Trust Division | GALVESTON, TX | Q2 2026 | 496 | $1.2B |
| Mane Global Capital Management LP | NEW YORK, NY | Q2 2026 | 54 | $1.2B |
| Monograph Wealth Advisors, LLC | MANHATTAN BEACH, CA | Q2 2026 | 143 | $1.2B |
| Matrix Asset Advisors Inc. | White Plains, NY | Q2 2026 | 106 | $1.2B |
| MMBG Investment Advisors Co. | MIAMI, FL | Q2 2026 | 177 | $1.3B |
| McDaniel Terry & Co. | AUSTIN, TX | Q2 2026 | 81 | $1.3B |
| Mesirow Institutional Investment Management, Inc. | CHICAGO, IL | Q4 2024 | 131 | $1.3B |
| Means Investment Co., Inc. | BANGOR, ME | Q2 2026 | 198 | $1.3B |
| McIlrath & Eck, LLC | ARLINGTON, WA | Q1 2026 | 1,645 | $1.3B |
| Mainstay Capital Management LLC | GRAND BLANC, MI | Q2 2026 | 144 | $1.4B |
| McDonald Capital Investors Inc. | ORINDA, CA | Q2 2026 | 20 | $1.4B |
| Madrone Advisors, LLC | Denver, CO | Q2 2026 | 6 | $1.4B |
| MidFirst Bank | DENVER, CO | Q2 2026 | 943 | $1.4B |
| Magnus Financial Group LLC | NEW YORK, NY | Q2 2026 | 387 | $1.4B |
| Main Management Fund Advisors LLC | SAN FRANCISCO, CA | Q2 2026 | 8 | $1.4B |
| Maven Securities LTD | ST HELIER, Y9 | Q2 2026 | 164 | $1.5B |
| MBL Wealth, LLC | CHARLOTTE, NC | Q2 2026 | 381 | $1.5B |
| Maple-Brown Abbott Ltd | BARANGAROO, C3 | Q1 2025 | 15 | $1.5B |
| Mosaic Family Wealth Partners, LLC | ST. LOUIS, MO | Q2 2026 | 428 | $1.5B |
| Main Management LLC | SAN FRANCISCO, CA | Q2 2026 | 95 | $1.5B |
| Mill Capital Management, LLC | CONCORD, NC | Q2 2026 | 128 | $1.5B |
| Meritage Portfolio Management | OVERLAND PARK, KS | Q4 2025 | 322 | $1.5B |
| M.D. Sass, LLC | New York, NY | Q2 2026 | 38 | $1.5B |
| Marco Investment Management LLC | ATLANTA, GA | Q2 2026 | 245 | $1.5B |
| Mangrove Partners Im, LLC | Greenwich, CT | Q2 2026 | 426 | $1.5B |
| Main Street Financial Solutions, LLC | NEWTOWN, PA | Q2 2026 | 595 | $1.6B |
| Moss Adams Wealth Advisors LLC | SEATTLE, WA | Q2 2026 | 307 | $1.6B |
| Morningstar Investment Management LLC | CHICAGO, IL | Q2 2026 | 317 | $1.6B |
| Moneco Advisors, LLC | FAIRFIELD, CT | Q2 2026 | 595 | $1.6B |
| Milestone Resources Group Ltd | DIFC, C0 | Q2 2026 | 8 | $1.6B |
| MPM Bioimpact LLC | BOSTON, MA | Q2 2026 | 37 | $1.6B |
| MFF Capital Investments Ltd | SYDNEY, C3 | Q2 2026 | 19 | $1.6B |
| Maple Capital Management, Inc. | MONTPELIER, VT | Q2 2026 | 127 | $1.7B |
| Mogy Joel R Investment Counsel Inc. | BEVERLY HILLS, CA | Q2 2026 | 121 | $1.7B |
| Moody LYNN Lieberson & Walker, LLC | BOSTON, MA | Q2 2026 | 264 | $1.9B |
| MHR Fund Management LLC | NEW YORK, NY | Q2 2026 | 11 | $1.9B |
| McKinley Carter Wealth Services, Inc. | WHEELING, WV | Q2 2026 | 317 | $1.9B |
| Mufg Securities Americas Inc. | NEW YORK, NY | Q2 2026 | 506 | $1.9B |
| Meeder Asset Management Inc. | DUBLIN, OH | Q2 2026 | 930 | $2.0B |
| Money Design Co.,Ltd. | TOKYO, M0 | Q2 2025 | 72 | $2.0B |
| Main Street Research LLC | SAUSALITO, CA | Q2 2026 | 140 | $2.1B |
| Midland Wealth Advisors, LLC | EFFINGHAM, IL | Q2 2026 | 160 | $2.1B |
| Maren Capital LLC | CHICAGO, IL | Q2 2026 | 17 | $2.2B |
| Money Concepts Capital Corp. | PALM BEACH GARDENS, FL | Q2 2026 | 633 | $2.2B |
| Meridiem Capital Partners LP | DALLAS, TX | Q2 2026 | 80 | $2.2B |
| Maj Invest Holding A/S | COPENHAGEN K, G7 | Q2 2026 | 40 | $2.2B |
| Meiji Yasuda Asset Management Co Ltd. | Tokyo, M0 | Q2 2026 | 596 | $2.2B |
| Mirae Asset Securities (usa) Inc. | NEW YORK, NY | Q2 2026 | 73 | $2.2B |
| Madison Avenue Partners, LP | NEW YORK, NY | Q2 2026 | 25 | $2.3B |
| Montag A & Associates Inc. | ATLANTA, GA | Q2 2026 | 954 | $2.4B |
| Massachusetts Mutual Life Insurance Co. | SPRINGFIELD, MA | Q2 2026 | 2 | $2.4B |
| Maplelane Capital, LLC | New York, NY | Q2 2026 | 48 | $2.4B |
| Merriman Wealth Management, LLC | SEATTLE, WA | Q4 2024 | 209 | $2.4B |
| Marathon Asset Management Ltd | London, X0 | Q2 2026 | 74 | $2.5B |
| Moors & Cabot, Inc. | BOSTON, MA | Q2 2026 | 955 | $2.6B |
| McAdam, LLC | Philadelphia, PA | Q2 2026 | 516 | $2.6B |
| Motley Fool Asset Management LLC | ALEXANDRIA, VA | Q2 2026 | 249 | $2.6B |
| Meritage Group LP | SAN FRANCISCO, CA | Q2 2026 | 12 | $2.6B |
| Martin Currie Ltd. | Edinburgh, X0 | Q2 2025 | 51 | $2.6B |
| Mason Investment Advisory Services, Inc. | RESTON, VA | Q2 2026 | 84 | $2.6B |
| Mizuho Markets Cayman LP | NEW YORK, NY | Q2 2026 | 89 | $2.7B |
| Mirova | PARIS, I0 | Q2 2026 | 185 | $2.7B |
| Meeder Advisory Services, Inc. | DUBLIN, OH | Q2 2026 | 742 | $2.7B |
| MCF Advisors LLC | LEXINGTON, KY | Q2 2026 | 1,403 | $2.8B |
| MacKay Shields LLC | New York, NY | Q2 2026 | 108 | $3.0B |
| Meiji Yasuda Life Insurance Co | TOKYO, M0 | Q2 2026 | 231 | $3.0B |
| Members Trust Co | TAMPA, FL | Q2 2026 | 170 | $3.2B |
| Meridian Wealth Management, LLC | LEXINGTON, KY | Q2 2026 | 809 | $3.2B |
| Main Management ETF Advisors, LLC | SAN FRANCISCO, CA | Q2 2026 | 103 | $3.3B |
| Metropolis Capital Ltd | AMERSHAM, X0 | Q2 2026 | 16 | $3.4B |
| Meyer Handelman Co. | RYE BROOK, NY | Q2 2026 | 274 | $3.5B |
| MEAG MUNICH ERGO, Kapitalanlagegesellschaft mbH | MUNICH, 2M | Q2 2025 | 197 | $3.5B |
| Mufg Bank, LTD. | NEW YORK, NY | Q2 2026 | 7 | $3.6B |
| Maseco LLP | LONDON, X0 | Q2 2026 | 291 | $3.6B |
| Matson Money. Inc. | MASON, OH | Q2 2026 | 9 | $3.6B |
| MKP Capital Management, L.L.C. | New York, NY | Q2 2026 | 22 | $3.6B |
| Moran Wealth Management, LLC | NAPLES, FL | Q2 2026 | 491 | $3.7B |
| Mufg Securities (canada), LTD. | NEW YORK, NY | Q2 2026 | 43 | $3.7B |
| Miller Howard Investments Inc. | KINGSTON, NY | Q2 2026 | 152 | $3.8B |
| Michael & Susan Dell Foundation | NEW YORK, NY | Q2 2026 | 7 | $3.8B |
| Marsico Capital Management LLC | DENVER, CO | Q2 2026 | 69 | $3.8B |
| MassMutual Private Wealth & Trust, FSB | Windsor, CT | Q2 2026 | 2,444 | $3.9B |
| Mitsui Sumitomo Insurance Co Ltd | Tokyo, M0 | Q2 2026 | 1 | $4.1B |
| Martingale Asset Management L P | BOSTON, MA | Q2 2026 | 828 | $4.2B |
| Marshfield Associates | Washington, DC | Q2 2026 | 17 | $4.3B |
| Moore Capital Management, LP | NEW YORK, NY | Q2 2026 | 715 | $4.4B |
| Munro Partners | MELBOURNE, C3 | Q2 2026 | 59 | $4.4B |
| Metis Global Partners, LLC | San Diego, CA | Q2 2026 | 714 | $4.4B |
| Magellan Asset Management Ltd | Sydney, C3 | Q2 2026 | 78 | $4.5B |
| Munich Reinsurance Co Stock Corp in Munich | MUNICH, 2M | Q2 2026 | 164 | $4.6B |
| Mizuho Securities USA LLC | NEW YORK, NY | Q1 2025 | 663 | $4.6B |
| Montanova Capital, LLC | New York, NY | Q2 2026 | 95 | $4.8B |
| MFN Partners Management, LP | BOSTON, MA | Q2 2026 | 9 | $4.8B |
| Mill Creek Capital Advisors, LLC | Conshohocken, PA | Q1 2026 | 260 | $4.9B |
| Maple Rock Capital Partners Inc. | Toronto, A6 | Q2 2026 | 51 | $5.1B |
| Millburn Ridgefield LLC | New York, NY | Q2 2026 | 39 | $5.3B |
| Mutual Advisors, LLC | OMAHA, NE | Q2 2026 | 1,377 | $5.3B |
| Merewether Investment Management, LP | DALLAS, TX | Q2 2026 | 81 | $5.3B |
| Mizuho Markets Americas LLC | NEW YORK, NY | Q2 2026 | 187 | $5.6B |
| Maryland State Retirement & Pension System | BALTIMORE, MD | Q2 2026 | 1,423 | $5.8B |
| Mgo One Seven LLC | Beachwood, OH | Q2 2026 | 1,537 | $6.1B |
| Milford Funds Ltd. | AUCKLAND, Q2 | Q2 2026 | 91 | $6.1B |
| Mizuho Securities USA LLC | NEW YORK, NY | Q2 2026 | 690 | $6.2B |
| Mesirow Financial Investment Management, Inc. | CHICAGO, IL | Q2 2026 | 529 | $6.4B |
| Montrusco Bolton Investments Inc. | MONTREAL, A8 | Q2 2026 | 80 | $6.5B |
| Mondrian Investment Partners LTD | LONDON, X0 | Q2 2026 | 111 | $6.5B |
| Manning & Napier Advisors LLC | Fairport, NY | Q2 2026 | 865 | $7.8B |
| Mission Wealth Management, LP | Santa Barbara, CA | Q2 2026 | 1,016 | $8.0B |
| Modern Wealth Management, LLC | KANSAS CITY, MO | Q2 2026 | 1,101 | $8.4B |
| Madison Asset Management, LLC | MADISON, WI | Q2 2026 | 347 | $8.4B |
| Manning & Napier Group, LLC | Fairport, NY | Q1 2024 | 231 | $8.8B |
| Midwest Trust Co | Overland Park, KS | Q2 2026 | 606 | $8.8B |
| Madison Investment Advisors, LLC | MADISON, WI | Q4 2024 | 335 | $8.9B |
| Municipal Employees' Retirement System of Michigan | LANSING, MI | Q2 2026 | 30 | $9.1B |
| Mirova US LLC | Boston, MA | Q2 2026 | 45 | $9.3B |
| Modera Wealth Management, LLC | WESTWOOD, NJ | Q2 2026 | 650 | $9.4B |
| MUFG Securities EMEA plc | LONDON, X0 | Q2 2026 | 575 | $9.5B |
| Mutual of America Capital Management LLC | New York, NY | Q2 2026 | 1,449 | $10.3B |
| Mairs & Power Inc. | St Paul, MN | Q2 2026 | 254 | $10.9B |
| Magnetar Financial LLC | EVANSTON, IL | Q2 2026 | 1,133 | $10.9B |
| Maverick Capital | DALLAS, TX | Q2 2026 | 177 | $11.1B |
| Mather Group, Llc. | CHICAGO, IL | Q2 2026 | 1,894 | $11.5B |
| Mediolanum International Funds Ltd | DUBLIN 1, L2 | Q2 2026 | 452 | $11.7B |
| Markel Group | Glen Allen, VA | Q2 2026 | 130 | $13.1B |
| Mn Services Vermogensbeheer B.V. | THE HAGUE, P7 | Q2 2026 | 444 | $13.4B |
| Marex Group Ltd | London, X0 | Q2 2026 | 955 | $13.5B |
| Moneta Group Investment Advisors LLC | ST LOUIS, MO | Q2 2026 | 878 | $13.5B |
| Mawer Investment Management Ltd. | CALGARY, A0 | Q2 2026 | 142 | $14.7B |
| Meitav Investment House Ltd. | BENE-BERAQ, L3 | Q2 2026 | 299 | $14.9B |
| Migdal Insurance & Financial Holdings Ltd. | Petach Tikva, L3 | Q2 2026 | 364 | $15.6B |
| Merit Financial Group, LLC | ALPHARETTA, GA | Q2 2026 | 2,318 | $16.1B |
| M&G PLC | London, X0 | Q2 2026 | 370 | $20.1B |
| MetLife Investment Management, LLC | Whippany, NJ | Q2 2026 | 2,884 | $22.1B |
| Macquarie Group Ltd. | Sydney, NSW 2000, C3 | Q2 2026 | 929 | $23.2B |
| Menora Mivtachim Holdings LTD. | Ramat Gan, L3 | Q2 2026 | 173 | $25.6B |
| MAI Capital Management | INDEPENDENCE, OH | Q2 2026 | 1,889 | $26.3B |
| Mastercard Foundation Asset Management Corp. | TORONTO, A6 | Q2 2026 | 3 | $32.1B |
| M&T Bank Corp | BUFFALO, NY | Q2 2026 | 1,741 | $34.1B |
| Mubadala Investment Co PJSC | Abu Dhabi, C0 | Q2 2026 | 72 | $34.8B |
| Mitsubishi UFJ Trust & Banking Corp | TOKYO, M0 | Q2 2026 | 1,541 | $45.7B |
| MML Investors Services, LLC | SPRINGFIELD, MA | Q2 2026 | 3,254 | $49.0B |
| Mirae Asset Global Investments Co., Ltd. | SEOUL, M5 | Q2 2026 | 1,664 | $52.4B |
| Man Group plc | LONDON, X0 | Q2 2026 | 2,032 | $54.6B |
| Mitsubishi Ufj Financial Group Inc. | NEW YORK, NY | Q2 2026 | 1 | $78.8B |
| Mercer Global Advisors Inc. | DENVER, CO | Q2 2026 | 3,590 | $80.9B |
| MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. | CAUSEWAY BAY, K3 | Q2 2026 | 3,165 | $83.9B |
| Mariner, LLC | Overland Park, KS | Q2 2026 | 3,517 | $96.1B |
| Mackenzie Financial Corp. | TORONTO ONTARIO, A6 | Q2 2026 | 1,534 | $100.0B |
| Marshall Wace, LLP | LONDON, X0 | Q2 2026 | 2,719 | $118.5B |
| Manufacturers Life Insurance Company, The | CANADA, A6 | Q2 2026 | 2,872 | $128.1B |
| Millennium Management | NEW YORK, NY | Q2 2026 | 3,841 | $148.1B |
| Mitsubishi UFJ Asset Management Co., Ltd. | TOKYO, M0 | Q2 2026 | 1,659 | $180.4B |
| Massachusetts Financial Services Co. | Boston, MA | Q2 2026 | 1,003 | $314.7B |
| Morgan Stanley | NEW YORK, NY | Q2 2026 | 8,402 | $1.89T |