Directory · every 13F filer
13F filers starting with P
All Funds · P
| Manager | Location | Latest Filing | Positions | 13F Reported Value |
|---|---|---|---|---|
| T. Rowe Price Associates Inc. | BALTIMORE, MD | Q2 2026 | 3,242 | $998.8B |
| Principal Financial Group Inc. | DES MOINES, IA | Q2 2026 | 2,154 | $203.6B |
| PNC Financial Services Group, Inc. | Pittsburgh, PA | Q2 2026 | 5,212 | $201.8B |
| Primecap Management Co. | PASADENA, CA | Q2 2026 | 324 | $169.1B |
| Pictet Asset Management Holding SA | CAROUGE, V8 | Q2 2026 | 2,134 | $104.6B |
| Prudential Financial Inc. | NEWARK, NJ | Q2 2026 | 2,485 | $91.8B |
| ProShare Advisors LLC | BETHESDA, MD | Q2 2026 | 1,913 | $69.2B |
| Point72 Asset Management | STAMFORD, CT | Q2 2026 | 1,978 | $65.4B |
| PFA Pension, Forsikringsaktieselskab | COPENHAGEN, G7 | Q2 2026 | 419 | $39.4B |
| Pacer Advisors, Inc. | Malvern, PA | Q2 2026 | 2,582 | $38.5B |
| Public Sector Pension Investment Board | MONTREAL, A8 | Q2 2026 | 1,324 | $38.1B |
| Public Investment Fund | AL AQIQ DISTRICT, RIYADH, T0 | Q2 2026 | 5 | $37.9B |
| Parnassus Investments, LLC | San Francisco, CA | Q2 2026 | 135 | $37.4B |
| Polar Capital Holdings Plc | London, X0 | Q2 2026 | 242 | $35.3B |
| Pathstone Holdings, LLC | ENGLEWOOD, NJ | Q2 2026 | 2,324 | $34.3B |
| Pzena Investment Management LLC | NEW YORK, NY | Q2 2026 | 161 | $34.1B |
| Public Employees Retirement System of Ohio | COLUMBUS, OH | Q2 2026 | 2,291 | $34.0B |
| Panagora Asset Management Inc. | BOSTON, MA | Q2 2026 | 1,163 | $32.6B |
| Public Employees Retirement Association of Colorado | DENVER, CO | Q2 2026 | 1,842 | $28.9B |
| Private Advisor Group, LLC | MORRISTOWN, NJ | Q2 2026 | 2,512 | $21.8B |
| Pershing Square | NEW YORK, NY | Q2 2026 | 14 | $19.5B |
| PineStone Asset Management Inc. | Montreal, A8 | Q2 2026 | 44 | $16.2B |
| Park Avenue Securities LLC | NEW YORK, NY | Q2 2026 | 1,776 | $16.0B |
| Prudential PLC | LONDON, X0 | Q2 2026 | 691 | $15.1B |
| Pinnacle Financial Partners, Inc. | ATLANTA, GA | Q2 2026 | 1,128 | $14.7B |
| Phoenix Financial Ltd. | Givatayim, L3 | Q2 2026 | 519 | $14.6B |
| Pinebridge Investments, L.P. | NEW YORK, NY | Q3 2025 | 524 | $13.5B |
| Police & Firemen's Retirement System of New Jersey | TRENTON, NJ | Q2 2026 | 3,202 | $13.3B |
| Penserra Capital Management LLC | ORINDA, CA | Q2 2026 | 1,127 | $13.0B |
| Pentwater Capital Management LP | Naples, FL | Q2 2026 | 59 | $12.5B |
| Pinebridge Investments LLC | NEW YORK, NY | Q2 2026 | 524 | $12.1B |
| PensionDanmark Pensionsforsikringsaktieselskab | COPENHAGEN O, G7 | Q2 2026 | 590 | $12.0B |
| Polen Capital Management LLC | Boca Raton, FL | Q2 2026 | 219 | $11.6B |
| Picton Mahoney Asset Management | Toronto, A6 | Q2 2026 | 1,346 | $10.8B |
| Prime Capital Investment Advisors, LLC | OVERLAND PARK, KS | Q2 2026 | 1,068 | $10.3B |
| Partners Value Investments L.P. | Hamilton, D0 | Q2 2026 | 7 | $9.8B |
| Pinnacle Associates Ltd. | NEW YORK, NY | Q2 2026 | 967 | $9.2B |
| Platinum Equity Advisors, LLC | BEVERLY HILLS, CA | Q2 2026 | 6 | $9.0B |
| Peapack Gladstone Financial Corp. | BEDMINSTER, NJ | Q2 2026 | 679 | $8.7B |
| Principal Securities, Inc. | DES MOINES, IA | Q2 2026 | 1,539 | $8.3B |
| PGIM Custom Harvest LLC | NEWARK, NJ | Q2 2026 | 305 | $8.0B |
| Pure Financial Advisors, LLC | SAN DIEGO, CA | Q2 2026 | 636 | $7.9B |
| Peconic Partners LLC | NEW YORK, NY | Q2 2026 | 7 | $7.5B |
| Perpetual Ltd | SYDNEY, NEW SOUTH WALES, C3 | Q2 2026 | 419 | $7.0B |
| Prospera Financial Services Inc | Dallas, TX | Q2 2026 | 1,468 | $6.9B |
| Parallel Advisors, LLC | SAN FRANCISCO, CA | Q2 2026 | 3,893 | $6.5B |
| Perceptive Advisors LLC | NEW YORK, NY | Q2 2026 | 102 | $6.4B |
| Perigon Wealth Management, LLC | SAN FRANCISCO, CA | Q2 2026 | 1,411 | $6.3B |
| PointState Capital LP | New York, NY | Q2 2026 | 43 | $5.7B |
| Polar Asset Management Partners Inc. | TORONTO, A6 | Q2 2026 | 798 | $5.5B |
| Paradigm Biocapital Advisors LP | NEW YORK, NY | Q2 2026 | 28 | $5.3B |
| Provident Trust Co. | WAUKESHA, WI | Q2 2026 | 22 | $4.8B |
| PBU - The Pension Fund of Early Childhood & Youth Educators | COPENHAGEN, G7 | Q2 2026 | 124 | $4.4B |
| Pinnacle Financial Partners Inc | Nashville, TN | Q3 2025 | 459 | $4.2B |
| PEAK6 LLC | AUSTIN, TX | Q2 2026 | 850 | $4.1B |
| Plancorp, LLC | SAINT LOUIS, MO | Q2 2026 | 425 | $4.1B |
| PGGM Investments | ZEIST, P7 | Q2 2026 | 59 | $4.1B |
| Par Capital Management Inc. | BOSTON, MA | Q2 2026 | 45 | $4.0B |
| Performance Wealth Partners, LLC | HINSDALE, IL | Q2 2026 | 235 | $4.0B |
| Potomac Fund Management Inc. | BETHESDA, MD | Q2 2026 | 109 | $4.0B |
| Private Management Group Inc. | IRVINE, CA | Q2 2026 | 320 | $3.8B |
| Paradigm Capital Management Inc. | ALBANY, NY | Q2 2026 | 115 | $3.7B |
| Profund Advisors LLC | BETHESDA, MD | Q2 2026 | 1,175 | $3.6B |
| Park National Corp. | NEWARK, OH | Q2 2026 | 363 | $3.6B |
| Prio Wealth Limited Partnership | Boston, MA | Q3 2024 | 266 | $3.4B |
| Prana Capital Management, LP | GREENWICH, CT | Q2 2026 | 118 | $3.3B |
| Pallas Capital Advisors LLC | BRAINTREE, MA | Q2 2026 | 1,034 | $3.2B |
| Pacific Heights Asset Management LLC | San Francisco, CA | Q2 2026 | 77 | $3.2B |
| Peregrine Capital Management LLC | MINNEAPOLIS, MN | Q2 2026 | 282 | $3.1B |
| Patient Capital Management, LLC | BALTIMORE, MD | Q2 2026 | 39 | $3.0B |
| Palestra Capital Management LLC | NEW YORK, NY | Q2 2026 | 21 | $2.9B |
| Partners Capital Investment Group, LLP | BOSTON, MA | Q2 2026 | 186 | $2.8B |
| Pittenger & Anderson Inc. | LINCOLN, NE | Q2 2026 | 507 | $2.8B |
| Proficio Capital Partners LLC | NEWTON, MA | Q2 2026 | 690 | $2.8B |
| Parallax Volatility Advisers, L.P. | San Francisco, CA | Q2 2026 | 648 | $2.7B |
| Portolan Capital Management, LLC | BOSTON, MA | Q2 2026 | 148 | $2.7B |
| Prosperity Consulting Group, LLC | OWINGS MILLS, MD | Q2 2026 | 629 | $2.6B |
| Purpose Unlimited Inc. | TORONTO, A6 | Q2 2026 | 601 | $2.6B |
| Paralel Advisors LLC | DENVER, CO | Q2 2026 | 126 | $2.6B |
| PFG Investments, LLC | WOODBURY, NY | Q2 2026 | 1,295 | $2.6B |
| Paulson & Co. | JERSEY CITY, NJ | Q2 2026 | 8 | $2.6B |
| Port Capital LLC | CHICAGO, IL | Q2 2026 | 108 | $2.5B |
| Pine Valley Investments Ltd Liability Co | MARLTON, NJ | Q2 2026 | 571 | $2.3B |
| Procyon Advisors, LLC | SHELTON, CT | Q2 2026 | 586 | $2.3B |
| Palisade Capital Management, LP | FORT LEE, NJ | Q2 2026 | 294 | $2.3B |
| Parsons Capital Management Inc. | PROVIDENCE, RI | Q2 2026 | 525 | $2.2B |
| Point72 Hong Kong Ltd | Hong Kong, K3 | Q3 2025 | 428 | $2.2B |
| Plante Moran Financial Advisors, LLC | SOUTHFIELD, MI | Q2 2026 | 1,589 | $2.1B |
| Principle Wealth Partners LLC | MADISON, CT | Q2 2026 | 398 | $2.0B |
| Punch & Associates Investment Management, Inc. | EDINA, MN | Q2 2026 | 164 | $2.0B |
| PEAK6 Investments LLC | CHICAGO, IL | Q3 2024 | 916 | $2.0B |
| PFG Advisors | Phoenix, AZ | Q2 2026 | 791 | $2.0B |
| Prescott General Partners LLC | BOCA RATON, FL | Q2 2026 | 10 | $2.0B |
| Progeny 3, Inc. | KIRKLAND, WA | Q2 2026 | 29 | $1.9B |
| PDT Partners, LLC | New York, NY | Q2 2026 | 489 | $1.9B |
| Praxis Investment Management Inc. | GOSHEN, IN | Q2 2026 | 853 | $1.9B |
| Patten & Patten Inc. | CHATTANOOGA, TN | Q2 2026 | 350 | $1.9B |
| Point72 Europe (London) LLP | LONDON, X0 | Q3 2025 | 726 | $1.8B |
| Parcion Private Wealth LLC | BELLEVUE, WA | Q2 2026 | 529 | $1.8B |
| Private Advisory Group LLC | REDMOND, WA | Q2 2026 | 287 | $1.8B |
| Park Presidio Capital LLC | SAN FRANCISCO, CA | Q2 2026 | 14 | $1.8B |
| Plato Investment Management Ltd | SYDNEY, C3 | Q2 2026 | 496 | $1.8B |
| PDS Planning, Inc | DUBLIN, OH | Q2 2026 | 609 | $1.7B |
| Patriot Investment Management Group, Inc. | KNOXVILLE, TN | Q2 2026 | 240 | $1.7B |
| Pinnacle Wealth Management Advisory Group, LLC | RED BANK, NJ | Q2 2026 | 572 | $1.7B |
| PBCay One RSC Ltd | AL MARYAH ISLAND, C0 | Q2 2026 | 18 | $1.7B |
| Parvus Asset Management Europe Ltd | London, X0 | Q1 2025 | 1 | $1.7B |
| Pine Ridge Advisers LLC | NEW YORK, NY | Q2 2026 | 40 | $1.6B |
| PPSC Investment Service Corp | TOKYO, M0 | Q2 2026 | 8 | $1.6B |
| Penn Capital Management Company, LLC | PHILADELPHIA, PA | Q2 2026 | 185 | $1.6B |
| P/E Global LLC | BOSTON, MA | Q2 2026 | 8 | $1.6B |
| Philadelphia Trust Co. | PHILADELPHIA, PA | Q2 2026 | 269 | $1.6B |
| Parvus Asset Management Jersey Ltd | ST. HELIER, Y9 | Q2 2026 | 1 | $1.6B |
| Perennial Investment Advisors, LLC | Los Angeles, CA | Q2 2026 | 561 | $1.5B |
| ProVise Management Group, LLC | CLEARWATER, FL | Q2 2026 | 282 | $1.5B |
| Petredis Investment Advisors LLC | WARRENDALE, PA | Q2 2026 | 114 | $1.5B |
| Partners Group Holding AG | BAAR-ZUG, V8 | Q2 2026 | 52 | $1.5B |
| Parkside Financial Bank & Trust | SAINT LOUIS, MO | Q2 2026 | 2,697 | $1.5B |
| Park West Asset Management LLC | SAN FRANCISCO, CA | Q2 2026 | 46 | $1.5B |
| Penobscot Investment Management Company, Inc. | BOSTON, MA | Q2 2026 | 315 | $1.5B |
| Pensioenfonds Rail & Ov | UTRECHT, P7 | Q1 2025 | 40 | $1.4B |
| Point72 (DIFC) Ltd | Dubai, C0 | Q3 2025 | 900 | $1.4B |
| Pale Fire Capital SE | Prague, 2N | Q2 2026 | 71 | $1.4B |
| Parkwood LLC | CLEVELAND, OH | Q2 2026 | 71 | $1.4B |
| Private Wealth Partners, LLC | MILL VALLEY, CA | Q2 2026 | 178 | $1.4B |
| Pertento Partners LLP | LONDON, X0 | Q2 2026 | 14 | $1.4B |
| PKO Investment Management Joint-Stock Co | WARSAW, R9 | Q2 2026 | 228 | $1.4B |
| Phillips Financial Management, LLC | FORT WAYNE, IN | Q2 2026 | 291 | $1.4B |
| Prelude Capital Management, LLC | NEW YORK, NY | Q2 2026 | 1,171 | $1.4B |
| Payden & Rygel | LOS ANGELES, CA | Q2 2026 | 131 | $1.3B |
| Prime Capital Management Co Ltd | HONG KONG, K3 | Q2 2026 | 7 | $1.3B |
| Private Trust Co. NA | CLEVELAND, OH | Q2 2026 | 2,708 | $1.3B |
| Payden & Rygel Investment Group | LOS ANGELES, CA | Q2 2024 | 122 | $1.2B |
| Petersen Hastings Wealth Advisors Inc. | KENNEWICK, WA | Q2 2026 | 87 | $1.2B |
| Pinkerton Wealth, LLC | COEUR D ALENE, ID | Q2 2026 | 103 | $1.2B |
| Prescott Group Capital Management, L.L.C. | Tulsa, OK | Q2 2026 | 292 | $1.2B |
| PFM Health Sciences, LP | SAN FRANCISCO, CA | Q2 2026 | 96 | $1.2B |
| Private Capital Advisors, Inc. | DARIEN, CT | Q2 2026 | 76 | $1.1B |
| Pekin Hardy Strauss, Inc. | CHICAGO, IL | Q2 2026 | 511 | $1.1B |
| Pictet North America Advisors SA | GENEVA 73, V8 | Q2 2026 | 154 | $1.1B |
| Private Ocean, LLC | SAN RAFAEL, CA | Q2 2024 | 633 | $1.1B |
| Penn Davis McFarland Inc. | DALLAS, TX | Q2 2026 | 79 | $1.1B |
| Premier Fund Managers Ltd | GUILDFORD, X0 | Q2 2026 | 174 | $1.1B |
| Private Capital Management, LLC | NAPLES, FL | Q2 2026 | 179 | $1.1B |
| Palisade Asset Management, LLC | MINNEAPOLIS, MN | Q2 2026 | 204 | $1.1B |
| Pegasus Partners Ltd. | MEQUON, WI | Q3 2024 | 171 | $1.1B |
| Petrus Trust Company, LTA | Dallas, TX | Q2 2026 | 27 | $1.1B |
| Polaris Capital Management, LLC | BOSTON, MA | Q2 2026 | 84 | $1.1B |
| Planning Center, Inc. | MOLINE, IL | Q2 2026 | 84 | $1.1B |
| Portland Global Advisors LLC | PORTLAND, ME | Q2 2026 | 154 | $1.1B |
| Pinnacle Wealth Planning Services, Inc. | MANSFIELD, OH | Q2 2026 | 2,749 | $1.0B |
| Per Stirling Capital Management, LLC. | AUSTIN, TX | Q2 2026 | 332 | $1.0B |
| Provenance Wealth Advisors, LLC | FORT LAUDERDALE, FL | Q2 2026 | 609 | $1.0B |
| Passaic Partners LLC | NEWARK, NJ | Q2 2026 | 16 | $1.0B |
| Philosophy Capital Management LLC | Alamo, CA | Q2 2026 | 35 | $1.0B |
| Private Wealth Asset Management, LLC | OMAHA, NE | Q2 2026 | 930 | $1.0B |
| PrairieView Partners, LLC | ST. PAUL, MN | Q2 2025 | 397 | $1.0B |
| Paradigm Operations LP | San Francisco, CA | Q2 2026 | 4 | $1.0B |
| Provident Investment Management, Inc. | NOVI, MI | Q2 2026 | 89 | $1.0B |
| Portfolio Strategies, Inc. | MONTVALE, NJ | Q2 2026 | 81 | $1.0B |
| Patton Albertson Miller Group, LLC | Chattanooga, TN | Q2 2026 | 213 | $1.0B |
| Power Alpha Investment Ltd | ROAD TOWN, TORTOLA, D8 | Q2 2026 | 4 | $993.6M |
| Perella Weinberg Partners Capital Management LP | NEW YORK, NY | Q1 2024 | 26 | $992.8M |
| Polymer Capital Management (HK) LTD | HONG KONG, K3 | Q2 2026 | 140 | $984.8M |
| Perseverance Asset Management International | GEORGE TOWN, E9 | Q2 2026 | 18 | $977.3M |
| Patriot Financial Group Insurance Agency, LLC | Westborough, MA | Q2 2026 | 488 | $973.8M |
| Parkman Healthcare Partners LLC | STAMFORD, CT | Q2 2026 | 76 | $973.7M |
| Permanens Capital L.P. | NEW YORK, NY | Q2 2026 | 100 | $972.4M |
| Parthenon LLC | LOUISVILLE, KY | Q2 2026 | 133 | $962.0M |
| Planning Alternatives Ltd. | BIRMINGHAM, MI | Q2 2026 | 129 | $932.6M |
| Pitcairn Wealth Advisors LLC | CONSHOHOCKEN, PA | Q2 2026 | 281 | $912.9M |
| Professional Advisory Services Inc. | VERO BEACH, FL | Q2 2026 | 93 | $909.8M |
| Pacific Life Fund Advisors LLC | NEWPORT BEACH, CA | Q2 2026 | 27 | $909.6M |
| Parkside Investments, LLC | DEERFIELD, IL | Q2 2026 | 91 | $902.2M |
| Philip James Wealth Mangement, LLC | MILTON, GA | Q2 2026 | 151 | $888.4M |
| Permian Investment Partners, LP | DALLAS, TX | Q2 2026 | 11 | $881.4M |
| Premier Path Wealth Partners, LLC | MADISON, NJ | Q2 2026 | 400 | $869.6M |
| Parkway Wealth Management Group, LLC | Plano, TX | Q2 2026 | 147 | $866.1M |
| PSG Equity L.L.C. | BOSTON, MA | Q2 2026 | 1 | $859.8M |
| Pathway Financial Advisors LLC | SOUTH BURLINGTON, VT | Q2 2026 | 130 | $857.3M |
| Portside Wealth Group, LLC | Provo, UT | Q2 2026 | 505 | $856.3M |
| Peterson Wealth Advisors, LLC | Orem, UT | Q2 2026 | 120 | $846.1M |
| Parr McKnight Wealth Management Group, LLC | MINNEAPOLIS, MN | Q2 2026 | 219 | $844.1M |
| Power Corp of Canada | MONTREAL, QUEBEC, Z4 | Q2 2026 | 1 | $843.1M |
| Physician Wealth Advisors, Inc. | MIDVALE, UT | Q2 2026 | 2,334 | $837.4M |
| Parker Investment Management, LLC | Menlo Park, CA | Q2 2026 | 39 | $826.8M |
| Parsifal Capital Management, LP | GREENWICH, CT | Q2 2026 | 14 | $816.5M |
| Polianta Ltd | ST HELIER, Y9 | Q2 2026 | 86 | $808.8M |
| Pasadena Private Wealth, LLC | PASADENA, CA | Q2 2026 | 269 | $782.1M |
| PenderFund Capital Management Ltd. | VANCOUVER, A1 | Q2 2026 | 231 | $780.1M |
| Pembroke Management, LTD | Montreal, A8 | Q2 2026 | 100 | $773.7M |
| Pier Capital, LLC | STAMFORD, CT | Q2 2026 | 129 | $754.6M |
| Perryman Financial Advisory Inc. | DALLAS, TX | Q2 2026 | 191 | $751.3M |
| Permanent Capital Management, LP | CHICAGO, IL | Q2 2026 | 211 | $746.7M |
| Proffitt & Goodson Inc. | KNOXVILLE, TN | Q2 2026 | 294 | $726.2M |
| Palo Alto Investors LP | PALO ALTO, CA | Q2 2026 | 52 | $723.7M |
| Phocas Financial Corp. | ALAMEDA, CA | Q2 2026 | 153 | $720.7M |
| Platinum Paramount Investment LTD. | NASSAU, C5 | Q2 2026 | 3 | $703.7M |
| Pacific Sage Partners, LLC | EDMONDS, WA | Q2 2026 | 126 | $702.3M |
| Probity Advisors, Inc. | DALLAS, TX | Q2 2026 | 232 | $699.2M |
| Princeton Global Asset Management LLC | PRINCETON, NJ | Q2 2026 | 831 | $697.8M |
| Personal Cfo Solutions, LLC | CHESTER, NJ | Q2 2026 | 529 | $691.9M |
| Pettyjohn, Wood & White, Inc. | LYNCHBURG, VA | Q2 2026 | 222 | $687.3M |
| Peak Asset Management, LLC | LOUISVILLE, CO | Q2 2026 | 181 | $680.2M |
| Polymer Capital Management (US) LLC | NEW YORK, NY | Q2 2026 | 602 | $675.0M |
| PAX Financial Group, LLC | SAN ANTONIO, TX | Q2 2026 | 207 | $673.0M |
| Prevail Innovative Wealth Advisors, LLC | LEAWOOD, KS | Q2 2026 | 197 | $671.3M |
| Pacific Capital Wealth Advisors, Inc. | CORONA, CA | Q2 2026 | 92 | $663.4M |
| Providence Capital Advisors, LLC | CHARLOTTE, NC | Q2 2026 | 385 | $660.5M |
| Partners in Financial Planning | SALEM, VA | Q2 2026 | 131 | $659.5M |
| Pandi, LLC | KANSAS CITY, MO | Q2 2026 | 4 | $658.3M |
| Presilium Private Wealth, LLC | RADNOR, PA | Q2 2026 | 96 | $651.4M |
| Perennial Advisors, LLC | NEW YORK, NY | Q2 2026 | 138 | $649.2M |
| Point72 Asia (Singapore) Pte. Ltd. | Singapore, U0 | Q3 2025 | 864 | $645.8M |
| Patient Square Capital LP | MENLO PARK, CA | Q2 2026 | 23 | $645.5M |
| Patten Group, Inc. | CHATTANOOGA, TN | Q2 2026 | 325 | $643.3M |
| Peak Retirement Planning, Inc. | COLUMBUS, OH | Q2 2026 | 194 | $631.6M |
| Park Place Capital Corp | Homewood, AL | Q2 2026 | 1,092 | $629.3M |
| Periscope Capital Inc. | Toronto, A6 | Q2 2026 | 462 | $628.6M |
| PKS Advisory Services, LLC | ALBANY, NY | Q2 2026 | 380 | $626.6M |
| Paradice Investment Management LLC | Denver, CO | Q2 2026 | 21 | $626.5M |
| Pettinga Financial Advisors LLC | EVANSVILLE, IN | Q2 2026 | 156 | $623.9M |
| Proactive Wealth Strategies LLC | MARIETTA, GA | Q2 2026 | 222 | $623.2M |
| Parkwoods Wealth Partners, LLC | SYRACUSE, NY | Q2 2026 | 168 | $622.5M |
| Performa Ltd (US), LLC | CHARLESTON, SC | Q2 2026 | 49 | $619.7M |
| PBMares Wealth Management LLC | WILLIAMSBURG, VA | Q3 2025 | 196 | $616.9M |
| Platform Technology Partners | NEW YORK, NY | Q2 2026 | 393 | $610.8M |
| Portfolio Design Labs, LLC | ENCINO, CA | Q2 2026 | 227 | $610.0M |
| Perkins Coie Trust Co | SEATTLE, WA | Q2 2026 | 260 | $603.3M |
| Precedent Wealth Partners, LLC | HOUSTON, TX | Q2 2026 | 207 | $601.4M |
| Pinnbrook Capital Management LP | NEW YORK, NY | Q2 2026 | 88 | $601.0M |
| Portman Square Capital LLP | London, X0 | Q2 2026 | 39 | $587.0M |
| Peninsula Wealth, LLC | SAN FRANCISCO, CA | Q4 2024 | 105 | $586.7M |
| Prosight Management, LP | DALLAS, TX | Q2 2026 | 36 | $580.4M |
| Praetorian Wealth Management, Inc. | CARMEL, CA | Q2 2026 | 84 | $579.6M |
| Professional Financial Advisors, LLC | NORTH PLATTE, NE | Q2 2026 | 146 | $578.1M |
| Pinpoint Asset Management Ltd | HONG KONG, K3 | Q1 2025 | 86 | $576.2M |
| PCM Encore, LLC | Aspen, CO | Q2 2026 | 459 | $569.2M |
| Panview Capital Ltd | HONG KONG, K3 | Q2 2026 | 14 | $568.0M |
| Primavera Capital Management Ltd | GRAND CAYMAN, E9 | Q2 2026 | 5 | $565.1M |
| Poplar Forest Capital LLC | PASADENA, CA | Q1 2025 | 52 | $562.6M |
| Palidye Holdings (Caymans) Ltd | GRAND CAYMAN, E9 | Q2 2026 | 11 | $558.6M |
| Pacific Ridge Capital Partners, LLC | LAKE OSWEGO, OR | Q2 2026 | 134 | $551.0M |
| Prestige Wealth Management Group LLC | FLEMINGTON, NJ | Q2 2026 | 1,101 | $550.6M |
| Privium Fund Management B.V. | AMSTERDAM, P7 | Q2 2026 | 61 | $544.2M |
| Private Portfolio Partners LLC | PARAMUS, NJ | Q4 2024 | 299 | $543.9M |
| Paragon Capital Management Ltd | DENVER, CO | Q2 2026 | 223 | $528.0M |
| Pinion Investment Advisors, LLC | WICHITA, KS | Q2 2026 | 204 | $526.8M |
| Palo Duro Investment Partners, LP | CHICAGO, IL | Q2 2026 | 32 | $518.3M |
| Prudent Investors Network, Inc. | LAKE FOREST, CA | Q2 2026 | 87 | $516.3M |
| Planning Project LLC | THE WOODLANDS, TX | Q2 2026 | 26 | $501.4M |
| Peddock Capital Advisors, LLC | BRAINTREE, MA | Q2 2026 | 165 | $500.9M |
| Private Capital Management LLC | DENVER, CO | Q4 2024 | 213 | $500.9M |
| Plimoth Trust Co. LLC | SWANSEA, MA | Q2 2026 | 175 | $500.8M |
| Private Wealth Strategies, L.L.C. | New Albany, OH | Q2 2024 | 73 | $498.4M |
| Premier Financial Group | EUREKA, CA | Q2 2026 | 234 | $497.3M |
| Petix & Botte Co | LA MESA, CA | Q2 2026 | 144 | $496.8M |
| Pinpoint Asset Management (Singapore) Pte. Ltd. | SINGAPORE, U0 | Q2 2026 | 151 | $492.8M |
| Parisi Gray Wealth Management | MENDHAM, NJ | Q2 2026 | 155 | $487.2M |
| Proem Advisors LLC | Dallas, TX | Q2 2026 | 34 | $486.6M |
| Prentice Wealth Management LLC | Rochester, NY | Q2 2026 | 122 | $484.3M |
| Plan Group Financial, LLC | OKLAHOMA CITY, OK | Q2 2026 | 243 | $483.1M |
| Palumbo Wealth Management LLC | GREAT NECK, NY | Q2 2026 | 237 | $477.6M |
| Paragon Advisors, LLC | COLLEGE STATION, TX | Q2 2026 | 77 | $476.1M |
| Peavine Capital, LLC | RENO, NV | Q2 2026 | 9 | $471.6M |
| Paulson Wealth Management Inc. | West Palm Beach, FL | Q2 2026 | 146 | $471.4M |
| Park Edge Advisors, LLC | Cleveland, OH | Q2 2026 | 149 | $469.3M |
| Paradigm Asset Management Co. LLC | NEW YORK, NY | Q2 2026 | 419 | $468.1M |
| Poehling Capital Management, INC. | MADISON, WI | Q2 2026 | 166 | $466.3M |
| PW Nova Financial Services LLC | NEWTOWN, PA | Q2 2026 | 208 | $466.2M |
| Pilgrim Global Advisors LLC | RENO, NV | Q2 2026 | 3 | $466.1M |
| Paradiem, LLC | COVINGTON, LA | Q2 2026 | 68 | $463.8M |
| Patton Fund Management, Inc. | New York, NY | Q2 2026 | 86 | $462.4M |
| Prevatt Capital Ltd | NASSAU, C5 | Q2 2026 | 12 | $461.2M |
| Peregrine Asset Advisers, Inc. | Portland, OR | Q2 2026 | 218 | $461.1M |
| Peterson Wealth Services | SOUTH OGDEN, UT | Q2 2026 | 245 | $458.7M |
| Parkside Advisors LLC | BERKELEY, CA | Q2 2025 | 89 | $455.1M |
| Progressive Investment Management Corp | LAKE OSWEGO, OR | Q2 2026 | 56 | $454.4M |
| PCG Wealth Advisors, LLC | OVERLAND PARK, KS | Q2 2026 | 180 | $448.2M |
| Pacific Center for Financial Services | DANVILLE, CA | Q2 2026 | 500 | $448.2M |
| Princeton Capital Management LLC | RED BANK, NJ | Q2 2026 | 145 | $443.4M |
| Peak Planning Group, LLC | CENTENNIAL, CO | Q2 2026 | 128 | $443.1M |
| Pioneer Trust Bank N A | SALEM, OR | Q2 2026 | 87 | $441.1M |
| Prudent Man Advisors, LLC | NAPERVILLE, IL | Q2 2026 | 141 | $437.5M |
| Prosperity Planning, Inc. | NORTH KANSAS CITY, MO | Q2 2026 | 117 | $436.3M |
| Peak Financial Management, Inc. | WELLESLEY, MA | Q2 2026 | 114 | $435.5M |
| Private Wealth Management Group, LLC | PRINCETON, NJ | Q2 2026 | 1,455 | $431.0M |
| PSI Advisors, LLC | TAMPA, FL | Q2 2026 | 151 | $430.5M |
| Panview Asian Equity Master Fund | CENTRAL, K3 | Q3 2024 | 11 | $429.7M |
| Prostatis Group LLC | HANOVER, MD | Q2 2026 | 190 | $429.4M |
| Paloma Partners Management Co | GREENWICH, CT | Q2 2026 | 19 | $420.9M |
| Pier 88 Investment Partners LLC | SAN FRANCISCO, CA | Q2 2026 | 110 | $420.7M |
| PYA Waltman Capital, LLC | KNOXVILLE, TN | Q2 2026 | 67 | $420.6M |
| Prairie Wealth Advisors, Inc. | OMAHA, NE | Q2 2026 | 253 | $419.1M |
| Prairie Advisory, LLC | LEAWOOD, KS | Q2 2026 | 144 | $416.2M |
| Prasad Wealth Partners, LLC | INDEPENDENCE, OH | Q2 2026 | 160 | $415.6M |
| Phraction Management LLC | COLCHESTER, CT | Q2 2026 | 65 | $414.1M |
| Pioneer Wealth Management Group | AUSTIN, TX | Q2 2026 | 55 | $413.9M |
| Prism Advisors, Inc. | STUDIO CITY, CA | Q2 2026 | 77 | $411.6M |
| Pinnacle Financial Group, LLC / IL | WESTERN SPRINGS, IL | Q2 2026 | 117 | $409.7M |
| Polunin Capital Partners Ltd | LONDON, X0 | Q2 2026 | 19 | $407.4M |
| Platinum Investment Management Ltd. | SYDNEY AUSTRALIA 2000, C3 | Q2 2026 | 85 | $406.7M |
| Proathlete Wealth Management LLC | BOCA RATON, FL | Q2 2026 | 300 | $404.0M |
| Physicians Financial Services, Inc. | RALEIGH, NC | Q2 2026 | 106 | $400.7M |
| Presidio Capital Management, LLC | SAN DIEGO, CA | Q2 2026 | 86 | $399.9M |
| Pathway Financial Advisers, LLC | AUBURN, IN | Q2 2026 | 167 | $396.9M |
| Pennsylvania Capital Management Inc. | HUNTINGDON VALLEY, PA | Q2 2026 | 123 | $394.8M |
| Patriot Financial Partners GP II, L.P. | RADNOR, PA | Q2 2026 | 12 | $391.3M |
| Provident Wealth Management, LLC | BRENTWOOD, TN | Q2 2026 | 161 | $388.4M |
| Puzo Michael J | BOSTON, MA | Q2 2026 | 66 | $387.9M |
| Post Oak Energy Holdings, LLC | HOUSTON, TX | Q2 2026 | 1 | $387.5M |
| Prairiewood Capital, LLC | FARGO, ND | Q2 2026 | 81 | $385.9M |
| Pinnacle Bancorp, Inc. | BEATRICE, NE | Q2 2026 | 921 | $384.4M |
| PARUS FINANCE (UK) Ltd | LONDON, X0 | Q2 2026 | 37 | $383.1M |
| Paragon Private Wealth Management, LLC | LEXINGTON, KY | Q2 2026 | 226 | $383.0M |
| Private Client Services, LLC | LOUISVILLE, KY | Q2 2026 | 229 | $381.4M |
| Payne Capital Management, LLC | New York, NY | Q2 2026 | 88 | $375.0M |
| Penobscot Wealth Management | PORTLAND, ME | Q2 2026 | 117 | $373.9M |
| Pine Harbor Wealth Management, LLC | FAIRFAX, VA | Q2 2026 | 112 | $373.5M |
| Platte River Wealth Advisors, LLC | LOUISVILLE, CO | Q3 2024 | 92 | $372.6M |
| Pension & Wealth Management Advisors, Inc. | WALTHAM, MA | Q2 2026 | 544 | $370.9M |
| PhiloSmith Capital Corp | STAMFORD, CT | Q2 2026 | 23 | $368.2M |
| Promethos Capital, LLC | BOSTON, MA | Q2 2026 | 54 | $367.7M |
| Philadelphia Financial Management of San Francisco, LLC | SAN FRANCISCO, CA | Q2 2026 | 43 | $364.7M |
| Pillsbury Lake Capital LLC | SAN FRANCISCO, CA | Q2 2026 | 38 | $364.2M |
| Purus Wealth Management, LLC | Newport Beach, CA | Q2 2026 | 171 | $363.2M |
| Pamplona Capital Management, LLC | NEW YORK, NY | Q2 2026 | 5 | $361.3M |
| PL Capital Advisors, LLC | NAPLES, FL | Q2 2026 | 31 | $359.8M |
| PCA Investment Advisory Services Inc. | CINCINNATI, OH | Q2 2026 | 59 | $358.4M |
| Portland Investment Counsel Inc. | BURLINGTON, A6 | Q2 2026 | 58 | $357.9M |
| Providence First Trust Co | SCOTTSDALE, AZ | Q2 2026 | 196 | $357.6M |
| Permit Capital, LLC | WEST CONSHOHOCKEN, PA | Q2 2026 | 20 | $357.4M |
| Palisades Investment Partners, LLC | SANTA MONICA, CA | Q2 2026 | 53 | $351.6M |
| Pegasus Asset Management, Inc. | MORRISTOWN, NJ | Q2 2026 | 75 | $351.0M |
| PKO BP BANKOWY Universal Pension Society JSC | WARSAW, R9 | Q2 2026 | 13 | $349.9M |
| Pineridge Advisors LLC | ST. CHARLES, MO | Q3 2025 | 460 | $349.8M |
| Parkshore Wealth Management, Inc. | Granite Bay, CA | Q2 2026 | 72 | $348.2M |
| PCJ Investment Counsel Ltd. | TORONTO, A6 | Q2 2026 | 62 | $347.9M |
| Planned Solutions, Inc. | FOLSOM, CA | Q2 2026 | 154 | $347.6M |
| Pines Wealth Management, LLC | SOUTHERN PINES, NC | Q2 2026 | 218 | $347.4M |
| Palo Alto Wealth Advisors, LLC | PALO ALTO, CA | Q3 2025 | 64 | $343.3M |
| PFW Advisors LLC | ATLANTA, GA | Q2 2026 | 124 | $343.0M |
| Pennant Investors, LP | Summit, NJ | Q2 2026 | 16 | $334.9M |
| Private Wealth Advisors, LLC | Fresno, CA | Q2 2026 | 81 | $334.6M |
| Pure Portfolios Holdings LLC | LAKE OSWEGO, OR | Q4 2025 | 104 | $332.1M |
| Prodigy Asset Management LLC | OMAHA, NE | Q2 2026 | 29 | $332.1M |
| Precision Wealth Strategies, LLC | SAINT LOUIS, MO | Q2 2026 | 170 | $331.8M |
| Pacifica Partners Inc. | SURREY, Z4 | Q2 2026 | 424 | $331.6M |
| Providence Equity Partners L.L.C. | PROVIDENCE, RI | Q2 2026 | 3 | $329.2M |
| Pecaut & Co. | SIOUX CITY, IA | Q2 2026 | 65 | $328.2M |
| Proquility Private Wealth Partners, LLC | LAS VEGAS, NV | Q1 2025 | 82 | $324.5M |
| Pinnacle Holdings, LLC | TULSA, OK | Q2 2026 | 237 | $324.4M |
| Prosperity Financial Group, Inc. | San Ramon, CA | Q2 2026 | 184 | $322.6M |
| Passive Capital Management, LLC. | BALTIMORE, MD | Q2 2026 | 94 | $319.8M |
| Prospera Capital Management, LLC | GILBERT, AZ | Q2 2026 | 63 | $319.8M |
| Powers Advisory Group, LLC | Highland, IL | Q2 2026 | 130 | $319.1M |
| Persistent Asset Partners Ltd | HONG KONG, K3 | Q2 2026 | 725 | $317.0M |
| Powell Investment Advisors, LLC | MIAMI, FL | Q2 2026 | 167 | $316.8M |
| Praetorian PR LLC | RINCON, PR | Q2 2026 | 14 | $313.8M |
| Plum Street Advisors, LLC | NEW ORLEANS, LA | Q2 2026 | 107 | $313.1M |
| Prosperitas Financial LLC | Valencia, CA | Q2 2026 | 103 | $312.3M |
| Pennington Partners & Co., LLC | Bethesda, MD | Q2 2026 | 131 | $312.1M |
| Peachtree Investment Partners, LLC | INDIAN RIVER SHORES,, FL | Q2 2026 | 143 | $311.9M |
| Ping Capital Management, Inc. | NEW YORK, NY | Q2 2026 | 69 | $308.1M |
| Pivotal bioVenture Partners Investment Advisor LLC | SAN FRANCISCO, CA | Q2 2026 | 13 | $307.8M |
| PSquared Asset Management AG | ZURICH, V8 | Q2 2026 | 15 | $305.4M |
| Prosperity Wealth Management, Inc. | San Ramon, CA | Q4 2025 | 251 | $300.4M |
| Phoenix Wealth Advisors | CHAPEL HILL, NC | Q2 2026 | 129 | $296.6M |
| Powszechne Towarzystwo Emerytalne Allianz Polska S.A. | WARSZAWA, R9 | Q2 2026 | 10 | $296.5M |
| PJT Investments Corp. | Toronto, A6 | Q2 2026 | 10 | $295.8M |
| Prudent Man Investment Management, Inc. | LOUISVILLE, CO | Q2 2026 | 169 | $293.1M |
| Pacifica Capital Investments, LLC | LEANDER, TX | Q2 2026 | 15 | $292.9M |
| Pinebridge Investments Asia Ltd. | HONG KONG, F4 | Q2 2026 | 7 | $292.4M |
| Power Wealth Management LLC | ALPHARETTA, GA | Q2 2026 | 117 | $290.9M |
| Penney Financial, LLC | HOUSTON, TX | Q2 2026 | 53 | $286.1M |
| Palisades Hudson Asset Management, L.P. | FORT LAUDERDALE, FL | Q2 2026 | 108 | $285.8M |
| Patriot Financial Partners Gp, LP | Radnor, PA | Q2 2025 | 9 | $283.5M |
| Palogic Value Management, L.P. | DALLAS, TX | Q2 2026 | 181 | $282.4M |
| ParaFi Capital LP | NEW YORK, NY | Q2 2026 | 21 | $279.6M |
| Prime Buchholz LLC | PORTSMOUTH, NH | Q2 2026 | 40 | $277.4M |
| Parker Financial LLC | SILVERDALE, WA | Q2 2026 | 37 | $273.5M |
| Platform Wealth Management, LLC | HOLLADAY, UT | Q2 2026 | 57 | $273.3M |
| Peirce Capital Management, LLC | THE WOODLANDS, TX | Q2 2026 | 45 | $272.7M |
| Peloton Wealth Strategists | INDIANAPOLIS, IN | Q2 2026 | 91 | $270.5M |
| Packer & Co Ltd | COTTESLOE, C3 | Q1 2026 | 10 | $267.4M |
| Paces Ferry Wealth Advisors, LLC | ATLANTA, GA | Q2 2026 | 136 | $267.2M |
| Pachira Investments Inc. | DANA POINT, CA | Q2 2026 | 78 | $265.0M |
| Physician Wealth Solutions Inc. | NORTH LAS VEGAS, NV | Q2 2026 | 45 | $263.8M |
| Purkiss Capital Advisors LLC | RIDGEFIELD, CT | Q2 2026 | 189 | $262.7M |
| Patron Partners, LLC | HOUSTON, TX | Q2 2026 | 193 | $260.1M |
| PFC Capital Group, Inc. | LOS ANGELES, CA | Q2 2026 | 89 | $260.1M |
| Porter White Investment Advisors, Inc. | Birmingham, AL | Q2 2026 | 40 | $259.7M |
| Palmer Knight Co | Jacksonville, FL | Q2 2026 | 36 | $259.7M |
| Private Wealth Group, LLC | Tampa, FL | Q2 2026 | 76 | $258.9M |
| Pacific Excel Wealth Advisors, Inc. | WALNUT CREEK, CA | Q2 2026 | 228 | $258.4M |
| Prospect Hill Management, LLC | SHORT HILLS, NJ | Q2 2026 | 14 | $257.5M |
| Punch Card Management L.P. | WINTER PARK, FL | Q2 2026 | 5 | $256.0M |
| Politan Capital Management LP | NEW YORK, NY | Q2 2026 | 2 | $255.0M |
| Pflug Koory, LLC | OMAHA, NE | Q2 2026 | 426 | $250.3M |
| Pennsylvania State University | University Park, PA | Q2 2026 | 3 | $248.5M |
| Pavion Blue Capital, LLC | NEWPORT BEACH, CA | Q2 2026 | 111 | $248.4M |
| PFS Partners, LLC | MINE HILL, NJ | Q2 2026 | 599 | $247.0M |
| Postrock Partners LLC | OVERLAND PARK, KS | Q2 2026 | 78 | $245.9M |
| P2 Capital Partners, LLC | New York, NY | Q2 2026 | 12 | $245.6M |
| Potentia Wealth | SAN JOSE, CA | Q2 2026 | 60 | $244.2M |
| Powers Capital, LLC | SAN FRANCISCO, CA | Q2 2026 | 2 | $243.7M |
| Pacific Sun Financial Corp | LOS ANGELES, CA | Q2 2026 | 219 | $242.5M |
| Peak Financial Advisors LLC | DENVER, CO | Q2 2026 | 78 | $241.5M |
| PACK Private Wealth, LLC | WAYZATA, MN | Q2 2026 | 61 | $241.5M |
| Plotkin Financial Advisors, LLC | CHEVY CHASE, MD | Q2 2026 | 110 | $241.0M |
| Privium Fund Management (UK) Ltd | LONDON, X0 | Q2 2026 | 29 | $240.4M |
| Pinnacle Family Advisors, LLC | Springfield, MO | Q2 2026 | 155 | $238.4M |
| Plustick Management LLC | CHARLOTTESVILLE, VA | Q2 2026 | 23 | $236.0M |
| Plan A Wealth LLC | LINCOLN, NE | Q2 2026 | 194 | $235.1M |
| Prepared Retirement Institute LLC | LANSDALE, PA | Q2 2026 | 94 | $234.9M |
| Peregrine Investment Management Inc. | TORONTO, A6 | Q2 2026 | 26 | $234.7M |
| Panoramic Capital, LLC | LARKSPUR, CA | Q2 2026 | 43 | $232.4M |
| Peoples Financial Services Corp. | MOOSIC, PA | Q2 2026 | 270 | $231.4M |
| PFG Private Wealth Management, LLC | LUTZ, FL | Q2 2026 | 75 | $230.8M |
| Paul R. Ried Financial Group, LLC | BELLEVUE, WA | Q2 2026 | 47 | $228.9M |
| Painted Porch Advisors LLC | SANTA BARBARA, CA | Q2 2026 | 75 | $228.8M |
| Pilgrim Partners Asia Pte Ltd | SINGAPORE, U0 | Q2 2026 | 105 | $227.6M |
| Point Windward Advisors Inc. | NEW YORK, NY | Q2 2026 | 97 | $226.1M |
| Pacific Wealth Management | SAN DIEGO, CA | Q2 2026 | 19 | $225.5M |
| Pennant Select, LLC | Summit, NJ | Q2 2026 | 15 | $225.1M |
| Pointe Capital Management LLC | GROSSE POINTE FARMS, MI | Q2 2026 | 157 | $223.5M |
| PTM Wealth Management, LLC | NORTH WALES, PA | Q2 2026 | 61 | $222.0M |
| Pureheart Capital Pte Ltd. | SINGAPORE, U0 | Q2 2026 | 3 | $221.7M |
| Prospect Capital Advisors, LLC | Sausalito, CA | Q2 2026 | 30 | $220.2M |
| Primoris Wealth Advisors, LLC | North Palm Beach, FL | Q2 2026 | 125 | $219.3M |
| Pacific Point Advisors, LLC | SAN DIEGO, CA | Q2 2026 | 129 | $219.0M |
| Perry Creek Capital LP | New York, NY | Q2 2026 | 11 | $218.4M |
| Pearl Planning LLC | DEXTER, MI | Q2 2026 | 58 | $217.4M |
| Paragon Capital Management LLC | OVERLAND PARK, KS | Q2 2026 | 60 | $216.1M |
| Pullen Investment Management, LLC | BRADENTON, FL | Q2 2026 | 98 | $216.0M |
| Planning Directions Inc. | GLEN MILLS, PA | Q2 2026 | 110 | $215.9M |
| Petra Financial Advisors Inc. | COLORADO SRPINGS, CO | Q2 2026 | 168 | $215.7M |
| Peterson Wealth Management | SPARKS, NV | Q2 2026 | 184 | $214.6M |
| Praesidium Investment Management Company, LLC | New York, NY | Q2 2026 | 12 | $214.5M |
| Pinnacle Wealth Management Group, Inc. | PLYMOUTH, MI | Q2 2026 | 128 | $214.4M |
| Panoramic Capital Partners, LLC | LAKE OSWEGO, OR | Q2 2026 | 72 | $211.5M |
| Panoramic Investment Advisors, LLC | DENVER, CO | Q2 2026 | 141 | $209.1M |
| Peninsula Asset Management Inc. | BRADENTON, FL | Q2 2026 | 54 | $208.9M |
| Pacific Financial Group Inc. | NASHVILLE, TN | Q2 2026 | 85 | $208.6M |
| Promethium Advisors,llc | BETHESDA, MD | Q2 2026 | 122 | $208.3M |
| Pinney & Scofield, Inc. | CAMBRIDGE, MA | Q2 2026 | 232 | $204.5M |
| Pacific Asset Management, LLC | Gig Harbor, WA | Q2 2026 | 76 | $203.8M |
| Pettee Investors, Inc. | ROWAYTON, CT | Q2 2026 | 115 | $203.2M |
| Principia Wealth Advisory, LLC | DALLAS, TX | Q2 2026 | 1,064 | $199.9M |
| Patrick Mauro Investment Advisor, INC. | OAK BROOK, IL | Q2 2026 | 38 | $199.0M |
| Park Avenue Institutional Advisers LLC | New York, NY | Q2 2026 | 2 | $198.7M |
| Piedmont Capital Management, LLC | WHITEFISH, MT | Q2 2026 | 58 | $198.0M |
| Prospect Financial Services LLC | MELVILLE, NY | Q2 2026 | 115 | $197.4M |
| Point Nemo Capital, LLC | DRIPPING SPRINGS, TX | Q2 2026 | 188 | $197.4M |
| Peoples Bank | MARIETTA, OH | Q2 2026 | 100 | $194.5M |
| Pensionfund PDN | SITTARD, P7 | Q2 2026 | 76 | $194.4M |
| Pioneer Family Office, LLC | NORTH MIAMI BEACH, FL | Q2 2026 | 129 | $194.0M |
| Presper Financial Architects, LLC | AKRON, OH | Q2 2026 | 55 | $191.7M |
| Pillar Financial Advisors, LLC | LOUISVILLE, KY | Q2 2026 | 114 | $191.2M |
| Propel Bio Management, LLC | Los Angeles, CA | Q2 2026 | 29 | $191.1M |
| PSP Research LLC | LAS VEGAS, NV | Q2 2026 | 75 | $187.9M |
| Ponta Wealth Partners, LLC | WINTER PARK, FL | Q2 2026 | 199 | $186.9M |
| Paragon Financial Partners, Inc. | WOODLAND HILLS, CA | Q2 2026 | 77 | $186.1M |
| Palliser Capital (UK) Ltd | LONDON, X0 | Q2 2026 | 23 | $186.0M |
| Pps&v Asset Management Consultants, Inc. | PORTAGE, MI | Q2 2026 | 39 | $185.3M |
| Positano Wealth Management Ltd | HONG KONG, K3 | Q2 2026 | 24 | $184.8M |
| Passumpsic Savings Bank | ST. JOHNSBURY, VT | Q4 2025 | 90 | $182.7M |
| Prentiss Smith & Co. Inc. | BRATTLEBORO, VT | Q2 2026 | 67 | $182.2M |
| PUREfi Wealth, LLC | BOSTON, MA | Q2 2026 | 208 | $182.1M |
| Prairie Sky Financial Group LLC | Lake Bluff, IL | Q2 2025 | 71 | $181.8M |
| Perspective Wealth Advisors LLC | LOVELAND, CO | Q2 2026 | 70 | $181.8M |
| Pursue Wealth Partners LLC | ALAMO, CA | Q2 2026 | 91 | $178.6M |
| Peak XV Partners Operations LLC | TRIANON, O4 | Q2 2026 | 1 | $176.3M |
| Providence Financial Advisors, LLC | Overland Park, KS | Q2 2026 | 60 | $175.8M |
| Pelham Capital Ltd. | LONDON, X0 | Q2 2026 | 12 | $175.6M |
| Pavaki Capital Management LLC | PUEBLO, CO | Q2 2026 | 132 | $175.5M |
| Pring Turner Capital Group Inc. | ALAMO, CA | Q2 2026 | 73 | $174.6M |
| Patrick M Sweeney & Associates, Inc. | LIBERTYVILLE, IL | Q2 2026 | 172 | $174.1M |
| Pacific Wealth Strategies Group, Inc. | SANTA BARBARA, CA | Q2 2026 | 59 | $174.0M |
| PVG Asset Management Corp. | GOLDEN, CO | Q2 2026 | 129 | $172.7M |
| Pacific Park Financial, Inc. | LAGINA HILLS, CA | Q2 2026 | 77 | $172.3M |
| Paladin Wealth, LLC | ARDEN HILLS, MN | Q2 2026 | 134 | $171.9M |
| Pingora Partners LLC | WILSON, WY | Q2 2026 | 182 | $171.3M |
| Pfizer Inc | New York, NY | Q2 2026 | 17 | $170.4M |
| Park Capital Management, LLC / WI | Madison, WI | Q2 2026 | 161 | $169.9M |
| Providence Wealth Advisors, LLC | FRANKFORT, IL | Q2 2026 | 84 | $169.8M |
| Palacios Wealth Management, LLC | ORMOND BEACH, FL | Q2 2026 | 76 | $169.2M |
| Processus Wealth & Capital Management, LLC | Brentwood, TN | Q2 2026 | 35 | $168.8M |
| P Schoenfeld Asset Management LP | NEW YORK, NY | Q2 2026 | 25 | $168.3M |
| Pincus Capital Management, LP | NEW YORK, NY | Q2 2026 | 52 | $167.7M |
| Pandora Wealth, Inc. | OAKBROOK TERRACE, IL | Q4 2025 | 224 | $164.6M |
| Paradigm, Strategies in Wealth Management, LLC | Maple Grove, MN | Q2 2026 | 61 | $164.1M |
| Piedmont Capital Management, LLC | GREENSBORO, NC | Q2 2026 | 123 | $163.8M |
| Petros Family Wealth, LLC | BLOOMINGTON, MN | Q2 2026 | 133 | $163.4M |
| Potrero Capital Research LLC | SAN FRANCISCO, CA | Q2 2026 | 44 | $163.2M |
| PMG Wealth Management, Inc. | Hawthorn Woods, IL | Q2 2026 | 61 | $161.7M |
| Pinnacle Wealth Management, LLC | ROSEVILLE, CA | Q2 2026 | 31 | $161.5M |
| Piar LLC | LAS VEGAS, NV | Q2 2026 | 73 | $161.3M |
| Philadelphia Investment Partners, LLC | Voorhees, NJ | Q2 2026 | 183 | $160.5M |
| Palouse Capital Management, Inc. | SPOKANE, WA | Q2 2026 | 124 | $160.4M |
| Planning Strategies Inc. | LANCASTER, PA | Q2 2026 | 1,065 | $159.9M |
| Papamarkou Wellner Asset Management inc. | NEW YORK, NY | Q2 2026 | 75 | $159.4M |
| Pekao Towarzystwo Funduszy Inwestycyjnych S.A. | WARSAW, R9 | Q2 2026 | 85 | $157.4M |
| Penbrook Management LLC | NEW YORK, NY | Q2 2026 | 101 | $156.8M |
| Promus Capital, LLC | CHICAGO, IL | Q3 2025 | 301 | $156.7M |
| Polaris Investment Advisors, LLC | FRAMINGHAM, MA | Q2 2026 | 78 | $156.1M |
| Paradoxiom Capital L.P. | STAMFORD, CT | Q1 2025 | 31 | $154.1M |
| Persium Advisors, LLC | ATLANTA, GA | Q2 2026 | 69 | $153.3M |
| Prosperity Bancshares Inc | Houston, TX | Q2 2026 | 450 | $153.1M |
| PHOENIX ASSET MANAGEMENT PARTNERS Ltd | LONDON, X0 | Q2 2026 | 12 | $152.3M |
| Prota Financial, LLC | HOUSTON, TX | Q2 2026 | 70 | $151.9M |
| Paladin Partners, LLC | HARTLAND, WI | Q2 2026 | 214 | $151.2M |
| Planning Capital Management Corp | PAOLI, PA | Q3 2024 | 779 | $150.9M |
| Paladin Advisory Group, LLC | CLIVE, IA | Q2 2026 | 243 | $150.6M |
| PB Investment Partners, L.P. | BURLINGAME, CA | Q2 2026 | 9 | $150.2M |
| PW Advisors, LLC \ FL | TALLAHASSEE, FL | Q2 2026 | 36 | $149.8M |
| PlanVest Financial, Inc | GAITHERSBURG, MD | Q2 2026 | 597 | $149.7M |
| Phillip James Consulting Co. | PLYMOUTH, MN | Q2 2026 | 332 | $149.6M |
| Platt Investment Counsel, LLC | CARY, NC | Q2 2026 | 14 | $149.3M |
| Pine Haven Investment Counsel, Inc | FAIRHAVEN, MA | Q2 2026 | 116 | $148.8M |
| Phil A. Younker & Associates, Ltd. | FAIRBANKS, AK | Q2 2026 | 29 | $148.4M |
| Perissos Private Wealth Management, LLC | BETHANY, OK | Q2 2026 | 79 | $148.3M |
| Peapod Lane Capital LLC | Bedford Hills, NY | Q2 2026 | 61 | $148.2M |
| Piscataqua Savings Bank | PORTSMOUTH, NH | Q2 2026 | 412 | $148.1M |
| Partnership Wealth Management, LLC | TOWSON, MD | Q2 2026 | 67 | $147.9M |
| Pinnacle West Asset Management, Inc. | CASPER, WY | Q2 2026 | 104 | $144.7M |
| Pangea Capital Gestao de Recursos Ltda. | RIO DE JANEIRO, D5 | Q2 2026 | 10 | $144.7M |
| Post Resch Tallon Group Inc. | PITTSFORD, NY | Q2 2026 | 138 | $144.6M |
| Planwiser Financial, LLC | COLORADO SPRINGS, CO | Q2 2026 | 50 | $143.9M |
| Pathway Wealth Management LLC | DALLAS, TX | Q2 2026 | 31 | $143.4M |
| Peak Wealth Management LLC | NASHUA, NH | Q2 2026 | 59 | $142.5M |
| PartnerRe Asset Management CORP | STAMFORD, CT | Q2 2026 | 2 | $141.5M |
| Pin Oak Investment Advisors Inc. | HOUSTON, TX | Q2 2026 | 563 | $140.6M |
| Pine Brook Road Advisors, L.P. | BEDFORD, NY | Q2 2026 | 1 | $140.5M |
| PCG Asset Management, LLC | Gladstone, NJ | Q2 2026 | 84 | $139.5M |
| Petiole USA ltd | New York, NY | Q2 2026 | 31 | $139.1M |
| Parkworth Wealth Management, Inc. | LOS GATOS, CA | Q2 2025 | 1,352 | $138.5M |
| Purewater Capital LLC | FORT WORTH, TX | Q2 2026 | 56 | $138.5M |
| Prosperity Advisers, LLC | HORSHAM, PA | Q2 2026 | 44 | $138.1M |
| Pitti Group Wealth Management, LLC | VICTOR, NY | Q2 2026 | 84 | $137.3M |
| Potomac Capital Management, Inc. | NEW YORK, NY | Q2 2026 | 62 | $136.7M |
| Pollock Investment Advisors, LLC | ANN ARBOR, MI | Q4 2025 | 40 | $136.0M |
| Phillips Wealth Planners LLC | STARKVILLE, MS | Q2 2026 | 217 | $135.8M |
| Piper Sandler & Co. | MINNEAPOLIS, MN | Q2 2026 | 19 | $134.9M |
| Poinciana Advisors Group, LLC | PALM BEACH GARDENS, FL | Q2 2026 | 113 | $134.8M |
| PeakShares LLC | TAMPA, FL | Q2 2026 | 122 | $134.4M |
| Prairieview Wealth Partners, LLC | FRANKFORT, IL | Q2 2026 | 29 | $133.9M |
| Paragon Capital Management Inc. | Provo, UT | Q2 2026 | 71 | $133.8M |
| Paller Financial Services Inc | CENTENNIAL, CO | Q2 2026 | 44 | $133.8M |
| Phase 2 Partners, LLC | San Francisco, CA | Q4 2024 | 26 | $133.2M |
| Perkins Capital Management Inc. | WAYZATA, MN | Q2 2026 | 79 | $133.0M |
| Provident Co of the Employees of the Hebrew University LTD | Jerusalem, L3 | Q2 2026 | 35 | $130.8M |
| P.A.W. Capital Corp. | GREENWICH, CT | Q2 2026 | 65 | $130.6M |
| Professional Financial Solutions LLC | VIENNA, VA | Q2 2026 | 41 | $128.7M |
| Parametrica Management Ltd | WANCHAI, K3 | Q2 2026 | 20 | $127.6M |
| Pragma Gestao DE Patrimonio Ltd. | SAO PAULO, D5 | Q2 2026 | 16 | $126.6M |
| Parvin Asset Management, LLC | SIOUX FALLS, SD | Q2 2026 | 317 | $125.2M |
| Platt Wealth Management LLC | SAN DIEGO, CA | Q2 2026 | 57 | $124.4M |
| Palatine Hill Wealth Management, LLC | BIRMINGHAM, MI | Q2 2026 | 55 | $124.2M |
| Prospect Financial Group LLC | ARLINGTON, VA | Q2 2026 | 70 | $124.1M |
| Powerhouse Assets LLC | LINCOLN, MA | Q2 2026 | 57 | $122.8M |
| Portus Wealth Advisors, LLC | CHARLOTTE, NC | Q2 2026 | 50 | $121.5M |
| Pandowealth. LLC | PEACHTREE CITY, GA | Q2 2026 | 18 | $121.5M |
| Point72 Italy, S.r.l. | MILAN, L6 | Q3 2025 | 18 | $120.5M |
| Payne Capital LLC | LAKE OSWEGO, OR | Q2 2026 | 59 | $120.0M |
| Peck Wealth Management, LLC | WHITE PLAINS, NY | Q2 2026 | 127 | $118.7M |
| Portfolio Resources Advisor Group, Inc. | CORAL GABLES, FL | Q2 2026 | 150 | $118.2M |
| Pursuit Wealth Management LLC | Palm Beach Gardens, FL | Q4 2025 | 118 | $116.4M |
| Paradigm Capital Management, LLC | RENO, NV | Q2 2026 | 65 | $116.2M |
| Pacific Capital Partners Ltd | LONDON, X0 | Q2 2026 | 40 | $115.6M |
| Priebe Wealth Holdings LLC | MAPLE GROVE, MN | Q2 2025 | 53 | $115.5M |
| Parsonex Advisory Services, Inc. | ENGLEWOOD, CO | Q2 2026 | 50 | $114.9M |
| Premier Private Wealth Management LLC | PALM HARBOR, FL | Q2 2026 | 60 | $114.3M |
| PARK CIRCLE Co | BALTIMORE, MD | Q2 2026 | 49 | $113.4M |
| Putney Financial Group LLC | SAN RAFAEL, CA | Q2 2026 | 78 | $111.1M |
| PMG Family Office LLC | PLANO, TX | Q2 2026 | 114 | $108.5M |
| Plus Group Wealth Advisors LLC | BELGIUM, WI | Q2 2026 | 48 | $106.3M |
| Parrish Capital LLC | KENNESAW, GA | Q2 2026 | 87 | $103.7M |
| Palladiem, LLC | BRYN MAWR, PA | Q2 2026 | 136 | $103.1M |
| Peoples Bank | PRATT, KS | Q2 2026 | 98 | $102.9M |
| Park State Asset Management | BEVERLY, MA | Q2 2026 | 25 | $102.4M |
| Partners Wealth Management, LLC | CARMEL BY THE SEA, CA | Q2 2026 | 108 | $102.0M |
| Pantera Capital Partners LP | SAN FRANCISCO, CA | Q2 2026 | 15 | $101.8M |
| Provident Living Financial Services, Inc. | LEHI, UT | Q2 2026 | 50 | $101.5M |
| Professional Financial Management, Inc. | APPLETON, WI | Q2 2026 | 24 | $98.6M |
| Puff Wealth Management, LLC | Haddonfield, NJ | Q2 2026 | 77 | $98.1M |
| Page Arthur B | BOSTON, MA | Q1 2024 | 44 | $97.2M |
| Prism Planning Partners LLC | LIBERTYVILLE, IL | Q2 2026 | 35 | $94.5M |
| Pensionfund Sabic | SITTARD, P7 | Q2 2026 | 76 | $93.5M |
| PICTET BANK & TRUST Ltd | NASSAU, C5 | Q2 2026 | 38 | $93.3M |
| Point Break Capital Management, LLC | MIAMI, FL | Q2 2026 | 20 | $91.7M |
| POM Investment Strategies, LLC | RALEIGH, NC | Q2 2026 | 350 | $88.3M |
| Private Harbour Investment Management & Counsel, LLC | SAGAMORE HILLS, OH | Q2 2026 | 36 | $84.3M |
| PCB Capital LLC | EAST BRUNSWICK, NJ | Q2 2026 | 114 | $82.1M |
| ProCore Advisors, LLC | NEWPORT BEACH, CA | Q2 2026 | 84 | $80.7M |
| Pursuit Wealth Strategies, LLC | RALEIGH, NC | Q2 2026 | 114 | $76.9M |
| Price Jennifer C. | NEW YORK, NY | Q4 2024 | 30 | $75.5M |
| Paragon Associates & Paragon Associates II Joint Venture | DALLAS, TX | Q1 2026 | 14 | $73.6M |
| Pacific Global Investment Management Co. | Glendale, CA | Q1 2025 | 67 | $70.7M |
| PATRIZIA Pty Ltd | Barton, C3 | Q3 2024 | 11 | $67.3M |
| PMV Capital Advisers, LLC | DALLAS, TX | Q2 2026 | 57 | $66.6M |
| Praxis Capital Management LLC | HINSDALE, IL | Q2 2026 | 29 | $63.1M |
| PMC FIG Opportunities LLC | JERUSALEM, L3 | Q2 2026 | 31 | $62.2M |
| Perritt Capital Management Inc | Chicago, IL | Q4 2025 | 79 | $59.8M |
| Portland Financial Advisors Inc | PORT WASHINGTON, NY | Q2 2026 | 89 | $54.8M |
| Prentice Capital Management, LP | GREENWICH, CT | Q2 2026 | 17 | $52.9M |
| Prospector Partners LLC | GUILFORD, CT | Q4 2025 | 16 | $46.7M |
| Portland Hill Asset Management Ltd | LONDON, X0 | Q1 2024 | 29 | $40.9M |
| Portman Ltd | GRAND CAYMAN, E9 | Q3 2024 | 7 | $40.0M |
| Pura Vida Investments, LLC | NEW YORK, NY | Q2 2026 | 19 | $37.0M |
| Pelion, Inc. | SALT LAKE CITY, UT | Q3 2025 | 3 | $36.3M |
| Pickering Energy Partners LP | HOUSTON, TX | Q2 2026 | 12 | $36.0M |
| Platinum Equity, LLC | Beverly Hills, CA | Q2 2026 | 2 | $32.0M |
| Pinnacle Investment Management Ltd | HONG KONG, K3 | Q3 2025 | 8 | $28.9M |
| Peterson Financial Group, Inc. | DES MOINES, IA | Q3 2024 | 430 | $26.0M |
| Profit Investment Management, LLC | NORTH BETHESDA, MD | Q4 2025 | 35 | $24.7M |
| Pathway Capital Management, LP | Irvine, CA | Q2 2026 | 4 | $23.9M |
| Penn Mutual Asset Management | Conshohocken, PA | Q2 2026 | 9 | $19.5M |
| Pharo Management, Inc. | NEW YORK, NY | Q3 2025 | 1 | $18.7M |
| P&S Credit Management, L.P. | New York, NY | Q1 2024 | 9 | $18.5M |
| Prossimo Advisors, LLC | SAN LUIS OBISPO, CA | Q2 2026 | 24 | $17.3M |
| PPM America Inc. | CHICAGO, IL | Q2 2026 | 4 | $15.1M |
| Protective Life Corp. | BIRMINGHAM, AL | Q2 2026 | 43 | $14.0M |
| Prime Movers Lab LLC | Jackson, WY | Q1 2024 | 2 | $13.5M |
| Park Square Financial Group, LLC | ROSWELL, GA | Q2 2026 | 210 | $11.1M |
| Prysm Capital, L.P. | PRINCETON, NJ | Q2 2025 | 1 | $10.6M |
| Pinegrove Venture Partners, LLC | MENLO PARK, CA | Q2 2026 | 6 | $7.4M |
| Price Financial Group Wealth Management, Inc | PORTLAND, OR | Q2 2026 | 17 | $6.0M |
| PharVision Advisers, LLC | BOCA RATON, FL | Q2 2026 | 62 | $5.3M |
| PayPay Securities Corp | TOKYO, M0 | Q2 2026 | 302 | $4.1M |
| Polus Capital Management Ltd | London, X0 | Q3 2024 | 1 | $3.6M |
| Price Capital Management, Inc. | LAFAYETTE, LA | Q2 2026 | 1 | $607K |
| Parafestas Anastasios | BOSTON, MA | Q2 2026 | 2 | $531K |
| Point72 Private Investments, LLC | STAMFORD, CT | Q2 2026 | 1 | $368K |
| Pitcairn Co. | CONSHOHOCKEN, PA | Q2 2026 | 1 | $0 |
| Provida Pension Fund Administrator | LAS CONDES, SANTIAGO, F3 | Q2 2026 | 0 | $0 |
| Permira Holdings LTD | ST. PETER PORT, Y7 | Q2 2026 | 1 | $0 |
| Presima Securities ULC | MONTREAL, A8 | Q2 2026 | 1 | $0 |
| Perbak Capital Partners LLP | LONDON, X0 | Q2 2026 | 1 | $0 |
| Panoramic Hills Capital Ltd | ROAD TOWN, D8 | Q2 2026 | 1 | $0 |
| Pathfinder Wealth Consulting, Inc. | WILMINGTON, NC | Q2 2026 | 1 | $0 |
| Premier Wealth Management W.L.L. | MANAMA, C6 | Q2 2026 | 1 | $0 |
| Prospector Funds, Inc. | GUILFORD, CT | Q3 2024 | 1 | $0 |
| Pillar Wealth Advisors, LLC | WESTTOWN, PA | Q3 2025 | 1 | $0 |
| Pearl River Capital, LLC | Niles, MI | Q3 2025 | 1 | $0 |
| Pythagorean Trading, LLC | Stamford, CT | Q3 2024 | 1 | $0 |
| Psagot Value Holdings Ltd. / (Israel) | Tel Aviv, L3 | Q3 2024 | 137 | $0 |
| Point72 Middle East FZE | DUBAI, C0 | Q3 2025 | 1 | $0 |
| Pantechnicon Advisors LLP | LONDON, X0 | Q2 2024 | 1 | $0 |
| Pamalican Asset Management Ltd | HONG KONG, K3 | Q3 2025 | 1 | $0 |