Directory · every 13F filer

13F filers starting with S

All Funds · S

ManagerLocationLatest FilingPositions13F Reported Value
State Street Corp. BOSTON, MAQ2 2026 4,261$3.38T
Swiss National Bank ZURICH, V8Q2 2026 2,301$191.4B
Sumitomo Mitsui Trust Group, Inc. CHIYODA-KU, TOKYO, M0Q2 2026 1,080$175.1B
SG Americas Securities, LLC NEW YORK, NYQ2 2026 2,878$173.6B
State Farm Mutual Automobile Insurance Co. BLOOMINGTON, ILQ2 2026 107$146.1B
Schroder Investment Management Group London, X0Q2 2026 1,167$141.1B
Stifel Financial Corp. ST. LOUIS, MOQ2 2026 3,702$120.2B
Swedbank AB STOCKHOLM, V7Q2 2026 696$116.0B
Sei Investments Co. OAKS, PAQ2 2026 3,272$113.3B
Susquehanna International Group, LLP BALA CYNWYD, PAQ2 2026 6,469$112.7B
Sanders Capital, LLC West Palm Beach, FLQ2 2026 47$99.8B
State Board of Administration of Florida Retirement System TALLAHASSEE, FLQ2 2026 2,136$60.3B
Squarepoint Ops LLC NEW YORK, NYQ2 2026 2,729$51.4B
State of Wisconsin Investment Board MADISON, WIQ2 2026 2,527$49.6B
Storebrand Asset Management As LYSAKER, Q8Q2 2026 762$40.6B
Savant Capital, LLC ROCKFORD, ILQ2 2026 1,836$34.1B
State of Tennessee, Department of Treasury NASHVILLE, TNQ2 2026 1,721$33.7B
SC US (ttgp), LTD. Menlo Park, CAQ2 2026 19$31.9B
State of New Jersey Common Pension Fund D TRENTON, NJQ2 2026 1,718$29.3B
Sands Capital Management, LLC ARLINGTON, VAQ2 2026 71$26.9B
Scotia Capital Inc. TORONTO, A6Q2 2026 915$26.8B
STRS Ohio COLUMBUS, OHQ2 2026 2,154$26.7B
SEB Asset Management AB STOCKHOLM, V7Q2 2026 700$26.6B
Swiss Life Asset Management Ltd Zurich, V8Q2 2026 1,641$24.1B
State of Michigan Retirement System EAST LANSING, MIQ2 2026 960$22.6B
Sanctuary Advisors, LLC INDIANAPOLIS, INQ2 2026 2,781$21.5B
Situational Awareness SAN FRANCISCO, CAQ2 2026 23$20.2B
Sequoia Financial Advisors, LLC Akron, OHQ2 2026 2,124$20.0B
Steward Partners Investment Advisory, LLC STAMFORD, CTQ2 2026 4,656$19.6B
Schonfeld Strategic Advisors LLC NEW YORK, NYQ2 2026 2,292$18.9B
Select Equity Group, L.P. NEW YORK, NYQ2 2026 143$18.9B
Softbank Group Corp. TOKYO, M0Q2 2026 30$18.2B
Silvercrest Asset Management Group LLC NEW YORK, NYQ2 2026 844$15.3B
Sumitomo Mitsui DS Asset Management Company, Ltd TOKYO, M0Q2 2026 767$14.5B
Soroban Capital Partners LP New York, NYQ2 2026 23$14.2B
SRS Investment Management, LLC New York, NYQ2 2026 32$10.7B
SCS Capital Management LLC BOSTON, MAQ2 2026 485$10.6B
Sustainable Growth Advisers, LP STAMFORD, CTQ2 2026 47$10.2B
State of Alaska, Department of Revenue JUNEAU, AKQ2 2026 2,173$10.1B
Stratos Wealth Partners, LTD. BEACHWOOD, OHQ2 2026 1,690$9.9B
Sculptor Capital LP New York, NYQ2 2026 320$9.7B
Stephens Investment Management Group LLC LITTLE ROCK, ARQ2 2026 176$9.3B
Summit Financial, LLC PARSIPPANY, NJQ2 2026 1,580$9.1B
Stephens Inc. LITTLE ROCK, ARQ2 2026 1,332$8.9B
Synovus Financial Corp. Columbus, GAQ3 2025 937$8.7B
Sarasin & Partners LLP London, X0Q2 2026 94$8.5B
Segall Bryant & Hamill, LLC CHICAGO, ILQ2 2026 590$8.4B
Saturna Capital Corp. BELLINGHAM, WAQ2 2026 140$8.2B
Summit Trail Advisors, LLC NEW YORK, NYQ2 2026 1,471$7.9B
SB Investment Advisers (uk) Ltd. LONDON, X0Q2 2026 9$7.7B
Sapient Capital LLC INDIANAPOLIS, INQ2 2026 396$7.6B
Saudi Central Bank Riyadh, T0Q2 2026 505$7.6B
Soros Fund Management NEW YORK, NYQ2 2026 254$7.6B
Signaturefd, LLC ATLANTA, GAQ2 2026 3,484$7.5B
Slate Path Capital LP New York, NYQ2 2026 40$7.2B
Simplify Asset Management Inc. Las Vegas, NVQ2 2026 136$7.1B
Sagespring Wealth Partners, LLC FRANKLIN, TNQ2 2026 846$6.5B
Susquehanna Portfolio Strategies, LLC Bala Cynwyd, PAQ2 2026 833$6.3B
Sumitomo Life Insurance Co. TOKYO, M0Q2 2026 291$6.1B
Samlyn Capital, LLC New York, NYQ2 2026 77$6.0B
Scge Management, L.P. MENLO PARK, CAQ2 2026 21$5.9B
Sterling Capital Management LLC CHARLOTTE, NCQ2 2026 3,289$5.9B
South Dakota Investment Council SIOUX FALLS, SDQ2 2026 621$5.8B
Snyder Capital Management L P San Francisco, CAQ2 2026 69$5.8B
Sessa Capital IM, L.P. NEW YORK, NYQ2 2026 26$5.8B
Signature Estate & Investment Advisors LLC LOS ANGELES, CAQ2 2026 669$5.6B
Shelton Capital Management Denver, COQ2 2026 744$5.4B
Susquehanna Fundamental Investments, LLC BALA CYNWYD, PAQ2 2026 737$5.3B
Sit Investment Associates Inc. Minneapolis, MNQ2 2026 521$5.3B
Sumitomo Mitsui Financial Group, Inc. TOKYO, M0Q2 2026 175$5.2B
Skye Global Management LP WEST PALM BEACH, FLQ2 2026 30$5.1B
Systematic Financial Management LP TEANECK, NJQ2 2026 243$5.0B
Siren, L.L.C. New York, NYQ2 2026 115$4.9B
Sachem Head Capital Management LP NEW YORK, NYQ2 2026 19$4.8B
Stockbridge Partners LLC Boston, MAQ2 2026 17$4.8B
Savvy Advisors, Inc. NEW YORK, NYQ2 2026 1,232$4.7B
SpiderRock Advisors, LLC CHICAGO, ILQ3 2024 614$4.7B
Smead Capital Management, Inc. Phoenix, AZQ2 2026 32$4.7B
Silver Lake Group, L.L.C. Menlo Park, CAQ2 2026 12$4.6B
Starboard Value New York, NYQ2 2026 21$4.5B
SBI Securities Co., Ltd. TOKYO, M0Q2 2026 4,072$4.4B
Southpoint Capital Advisors LP NEW YORK, NYQ2 2026 33$4.4B
Stonegate Investment Group, LLC BIRMINGHAM, ALQ3 2025 441$4.3B
Scopus Asset Management, L.P. NEW YORK, NYQ2 2026 143$4.2B
Snowden Capital Advisors LLC New York, NYQ2 2026 1,333$4.2B
Salem Investment Counselors Inc. WINSTON-SALEM, NCQ2 2026 1,244$4.0B
Sigma Planning Corp ANN ARBOR, MIQ2 2026 1,394$4.0B
Summit Partners Public Asset Management, LLC Boston, MAQ2 2026 79$3.8B
Simplex Trading, LLC CHICAGO, ILQ2 2026 2,733$3.8B
SteelPeak Wealth, LLC WOODLAND HILLS, CAQ2 2026 596$3.8B
Scout Investments, Inc. KANSAS CITY, MOQ3 2024 191$3.8B
SummitTX Capital, L.P. FORT WORTH, TXQ2 2026 756$3.8B
SigFig Wealth Management, LLC SAN FRANCISCO, CAQ2 2026 142$3.8B
Systematic Alpha Investments, LLC PRINCETON, NJQ2 2026 233$3.7B
Susquehanna Advisors Group, Inc. BALA CYNWYD, PAQ2 2026 117$3.6B
Stock Yards Bank & Trust Co. LOUISVILLE, KYQ2 2026 397$3.5B
Silvant Capital Management LLC ATLANTA, GAQ2 2026 385$3.4B
Senvest Management, LLC New York, NYQ2 2026 55$3.4B
Spruce House Investment Management LLC NEW YORK, NYQ2 2026 11$3.4B
Sand Hill Global Advisors, LLC Palo Alto, CAQ2 2026 214$3.3B
Spire Wealth Management MCLEAN, VAQ2 2026 2,226$3.3B
Saba Capital Management, L.P. NEW YORK, NYQ2 2026 377$3.3B
Steadfast Capital Management LP NEW YORK, NYQ2 2026 84$3.3B
Sound Shore Management Inc Greenwich, CTQ2 2026 40$3.2B
SurgoCap Partners LP NEW YORK, NYQ2 2026 13$3.1B
Smartleaf Asset Management LLC BOSTON, MAQ2 2026 3,465$3.1B
Sowell Financial Services LLC NORTH LITTLE ROCK, ARQ2 2026 1,162$3.1B
SageView Advisory Group, LLC Newport Beach, CAQ2 2026 615$3.1B
SBI Okasan Asset Management Co.Ltd. TOKYO, M0Q2 2026 320$3.0B
Summitry LLC Foster City, CAQ2 2026 340$3.0B
Scharf Investments, LLC LOS GATOS, CAQ2 2026 79$3.0B
Sprott Inc. TORONTO, A6Q2 2026 256$3.0B
Schwartz Investment Counsel Inc. PLYMOUTH, MIQ2 2026 138$3.0B
Simplicity Wealth,LLC SUMMIT, NJQ2 2026 1,022$3.0B
Stonehage Fleming Financial Services Holdings Ltd ST. HELIER, Y9Q2 2026 215$2.9B
Soleus Capital Management, L.P. GREENWICH, CTQ2 2026 97$2.9B
Saudi Electronic Games Holding Co Riyadh, T0Q2 2026 1$2.9B
Securian Asset Management, Inc. ST PAUL, MNQ2 2026 926$2.8B
St Germain D J Co. Inc. SPRINGFIELD, MAQ2 2026 914$2.8B
Stratos Investment Management, LLC BEACHWOOD, OHQ2 2026 382$2.8B
Senator Investment Group LP New York, NYQ2 2026 58$2.7B
Steele Capital Management, Inc. DUBUQUE, IAQ2 2026 85$2.7B
Sona Asset Management (us) LLC NEW YORK, NYQ2 2026 390$2.7B
Skandinaviska Enskilda Banken AB (publ) STOCKHOLM, V7Q2 2026 166$2.7B
Staley Capital Advisers Inc. PITTSBURGH, PAQ2 2026 193$2.6B
Sageworth Trust Co LANCASTER, PAQ2 2026 127$2.5B
Smithfield Trust Co PITTSBURGH, PAQ2 2026 1,080$2.5B
Sofi Wealth, LLC SAN FRANCISCO, CAQ2 2026 52$2.5B
Seven Grand Managers, LLC BRONXVILLE, NYQ2 2026 176$2.5B
StoneX Group Inc. NEW YORK, NYQ2 2026 1,464$2.5B
Simon Quick Advisors, LLC MORRISTOWN, NJQ2 2026 421$2.5B
Sax Wealth Advisors, LLC PARSIPPANY, NJQ2 2026 537$2.5B
Smith Group Asset Management, LLC DALLAS, TXQ2 2026 166$2.5B
Seizert Capital Partners, LLC BIRMINGHAM, MIQ2 2026 181$2.4B
SIH Partners, LLLP Wilmington, DEQ2 2026 285$2.4B
SouthState Bank Corp Winter Haven, FLQ2 2026 1,313$2.4B
Sandy Spring Bank Olney, MDQ1 2025 1,217$2.4B
Smith Salley Wealth Management GREENSBORO, NCQ2 2026 275$2.3B
Syon Capital LLC SAN FRANCISCO, CAQ2 2026 949$2.3B
Strategic Financial Services, Inc. UTICA, NYQ2 2026 155$2.3B
Sound Income Strategies, LLC FT LAUDERDALE, FLQ2 2026 483$2.2B
Swan Global Investments, LLC DURANGO, COQ2 2026 87$2.2B
StepStone Group LP La Jolla, CAQ2 2026 23$2.2B
S&G Foundation WILSON, WYQ2 2026 21$2.1B
Stairway Partners, LLC MINNEAPOLIS, MNQ2 2026 18$2.1B
SHANDA ASSET MANAGEMENT HOLDINGS Ltd REDWOOD CITY, CAQ2 2026 6$2.1B
Spinnaker Trust PORTLAND, MEQ2 2026 309$2.1B
Sigma Investment Counselors Inc. NORTHVILLE, MIQ2 2026 218$2.1B
Siemens Fonds Invest GmbH MUNICH, 2MQ2 2026 538$2.0B
Strategic Blueprint, LLC ATLANTA, GAQ2 2026 689$2.0B
Sepio Capital, LP Salt Lake City, UTQ2 2026 346$2.0B
Smith Chas P & Associates Pa Cpas LAKELAND, FLQ2 2026 199$2.0B
Symmetry Partners, LLC GLASTONBURY, CTQ2 2026 295$2.0B
Sun Life Financial Inc. Toronto, A6Q2 2026 44$2.0B
Segment Wealth Management, LLC HOUSTON, TXQ2 2026 311$1.9B
Sourcerock Group LLC DENVER, COQ2 2026 36$1.9B
Southeastern Asset Management Inc. MEMPHIS, TNQ2 2026 47$1.9B
Signal Advisors Wealth, LLC DETROIT, MIQ2 2026 626$1.9B
Sofinnova Investments, Inc. Menlo Park, CAQ2 2026 53$1.9B
SRB Corp. BOSTON, MAQ2 2026 23$1.9B
Spyglass Capital Management LLC Greenbrae, CAQ2 2026 25$1.8B
Summit Global Investments BOUNTIFUL, UTQ2 2026 523$1.8B
Saratoga Research & Investment Management SARATOGA, CAQ2 2026 46$1.8B
Stratos Wealth Advisors, LLC BEACHWOOD, OHQ2 2026 638$1.8B
Sage Financial Group Inc. W. CONSHOHOCKEN, PAQ2 2026 110$1.8B
Sabal Trust CO ST. PETERSBURG, FLQ1 2025 233$1.8B
Standard Investments LLC New York, NYQ2 2026 11$1.8B
Stephens Group Asset Management, LLC LITTLE ROCK, ARQ2 2026 26$1.8B
Silicon Valley Community Foundation MOUNTAIN VIEW, CAQ2 2025 4$1.8B
Simmons Bank Pine Bluff, ARQ2 2026 369$1.8B
Sather Financial Group Inc Victoria, TXQ2 2026 121$1.7B
Shufro Rose & Co. LLC NEW YORK, NYQ2 2026 311$1.7B
Soltis Investment Advisors LLC ST. GEORGE, UTQ2 2026 613$1.7B
S&co Inc. BOSTON, MAQ2 2026 222$1.7B
Ssi Investment Management LLC Los Angeles, CAQ2 2026 248$1.7B
Sienna Gestion PARIS, I0Q2 2026 178$1.7B
Spear Holdings RSC Ltd AL MARYAH ISLAND, C0Q2 2026 18$1.7B
Strategic Investment Advisors / MI FARMINGTON HILLS, MIQ2 2026 398$1.7B
Shapiro Capital Management LLC ATLANTA, GAQ2 2026 50$1.6B
Silver Oak Securities, Incorporated JACKSON, TNQ2 2026 830$1.6B
Sfmg, LLC PLANO, TXQ2 2026 334$1.6B
Sage Mountain Advisors LLC ATLANTA, GAQ2 2026 304$1.6B
Strategy Capital LLC LOS ALTOS, CAQ2 2026 11$1.6B
Strategic Wealth Partners, Ltd. INDEPENDENCE, OHQ2 2026 1,460$1.6B
Sound View Wealth Advisors Group, LLC SAVANNAH, GAQ2 2026 440$1.6B
SVB Wealth LLC BOSTON, MAQ2 2026 384$1.6B
Sunbelt Securities, Inc. HOUSTON, TXQ1 2026 2,954$1.6B
Stonebridge Capital Advisors LLC ST PAUL, MNQ2 2026 215$1.6B
Smith, Moore & Co. CLAYTON, MOQ2 2026 586$1.5B
Stony Point Capital LLC NEW YORK, NYQ2 2026 29$1.5B
Styrax Capital, LP New York, NYQ2 2026 18$1.5B
Schaper Benz & Wise Investment Counsel Inc. NEENAH, WIQ2 2026 160$1.5B
SWF LLC OMAHA, NEQ2 2026 14$1.5B
SHP Wealth Management PLYMOUTH, MAQ2 2026 1,981$1.5B
Soma Equity Partners LP San Francisco, CAQ2 2026 24$1.4B
Summit Financial Strategies, Inc. Columbus, OHQ2 2026 172$1.4B
Sonora Investment Management Group, LLC TUCSON, AZQ3 2025 301$1.4B
Sava Infond d.o.o. MARIBOR, 2AQ2 2026 242$1.4B
Steelhead Partners LLC SEATTLE, WAQ2 2026 25$1.4B
Scheer, Rowlett & Associates Investment Management Ltd. TORONTO, A6Q2 2026 30$1.4B
Sagefield Capital LP DALLAS, TXQ2 2026 107$1.3B
Sovran Advisors, LLC SAN DIEGO, CAQ2 2026 615$1.3B
Stonebridge Financial Group, LLC Wormleysburg, PAQ2 2026 275$1.3B
Sone Capital Management, LLC NEW YORK, NYQ2 2026 108$1.3B
SlateStone Wealth, LLC JUPITER, FLQ2 2026 296$1.3B
Sora Investors LLC BRYN MAWR, PAQ2 2026 76$1.3B
Syntegra Private Wealth Group, LLC Chesterfield, MOQ2 2026 202$1.3B
Stack Financial Management, Inc WHITEFISH, MTQ2 2026 54$1.3B
SPC Financial, Inc. ROCKVILLE, MDQ3 2025 278$1.3B
Shaolin Capital Management LLC Miami, FLQ2 2026 546$1.3B
SP Asset Management LLC CUPERTINO, CAQ2 2026 137$1.2B
SYM FINANCIAL Corp WINONA LAKE, INQ2 2026 530$1.2B
Spirepoint Private Client, LLC VERO BEACH, FLQ2 2026 332$1.2B
Silicon Valley Capital Partners SAN JOSE, CAQ2 2026 457$1.2B
Sandhill Capital Partners LLC BUFFALO, NYQ2 2026 98$1.2B
Spartan Wealth Advisory Services LLC BINGHAM FARMS, MIQ2 2026 320$1.2B
Samsara Biocapital, LLC PALO ALTO, CAQ2 2026 24$1.2B
Shepherd Financial Partners LLC WINCHESTER, MAQ2 2026 256$1.2B
Salomon & Ludwin, LLC RICHMOND, VAQ2 2026 2,116$1.2B
Schechter Investment Advisors, LLC BIRMINGHAM, MIQ1 2025 636$1.2B
Summit Wealth Group LLC / Co. COLORADO SPRINGS, COQ2 2026 396$1.2B
Stadion Money Management, LLC WATKINSVILLE, GAQ2 2026 27$1.2B
Symetra Investment Management Co Farmington, CTQ2 2026 6$1.1B
Shellback Capital, LP Boston, MAQ2 2026 89$1.1B
Sentinel Trust Co. Lba HOUSTON, TXQ2 2026 136$1.1B
Shannon River Fund Management LLC NEW YORK, NYQ2 2026 37$1.1B
Strategies Wealth Advisors, LLC GRAND RAPIDS, MIQ2 2026 202$1.1B
Smith Anglin Financial, LLC DALLAS, TXQ2 2025 209$1.1B
SG Capital Management LLC CHICAGO, ILQ2 2026 76$1.1B
Silver Point Capital L.P. Greenwich, CTQ2 2026 14$1.1B
Swiss Re Ltd. ZURICH, V8Q2 2026 237$1.1B
Stansberry Asset Management, LLC Westlake, TXQ2 2026 145$1.1B
Sheaff Brock Investment Advisors, LLC INDIANAPOLIS, INQ1 2025 452$1.1B
Steel Grove Capital Advisors, LLC MEMPHIS, TNQ2 2026 221$1.1B
Schneider Downs Wealth Management Advisors, LP Pittsburgh, PAQ2 2026 177$1.1B
Synergy Asset Management, LLC VANCOUVER, WAQ2 2026 274$1.1B
Southern Farm Bureau Life Insurance JACKSON, MSQ2 2026 15$1.0B
SR One Capital Management, LP Redwood City, CAQ2 2026 15$1.0B
Sierra Capital LLC MIAMI, FLQ2 2026 228$1.0B
Segantii Capital Management Ltd HONG KONG, K3Q1 2024 89$1.0B
Steigerwald, Gordon & Koch Inc. LEESBURG, VAQ2 2026 765$1.0B
Sendero Wealth Management, LLC SAN ANTONIO, TXQ2 2026 209$1.0B
Sheets Smith Wealth Management WINSTON-SALEM, NCQ2 2026 408$1.0B
Shell Asset Management Co. THE HAGUE, P7Q3 2025 1,191$995.7M
Souders Financial Advisors CINCINNATI, OHQ2 2026 224$994.1M
State of Wyoming CHEYENNE, WYQ2 2026 1,872$989.1M
Southeast Asset Advisors, LLC THOMASVILLE, GAQ2 2026 225$984.5M
Stanley-Laman Group, Ltd. Berwyn, PAQ2 2026 298$984.2M
Stillwater Capital Advisors, LLC DEVON, PAQ2 2026 71$980.6M
Seeds Investor LLC NEW YORK, NYQ2 2026 379$973.3M
Stockman Wealth Management, Inc. BILLINGS, MTQ2 2026 178$967.7M
Sylebra Capital LLC PALO ALTO, CAQ2 2026 9$944.5M
Sycomore Asset Management PARIS, I0Q2 2026 72$931.6M
SJS Investment Consulting Inc. SYLVANIA, OHQ2 2026 2,884$918.7M
Strategic Planning Group, LLC Bountiful, UTQ2 2026 75$918.0M
Symphony Financial, Ltd. Co. HOUSTON, TXQ2 2026 371$914.3M
Shay Capital LLC NEW YORK, NYQ2 2026 394$906.6M
Strategic Wealth Partners Group, LLC DEERFIELD, ILQ1 2024 70$906.2M
SeaCrest Wealth Management, LLC PURCHASE, NYQ2 2026 550$903.4M
Symmetry Investments LP ST HELIER, Y9Q2 2026 112$901.1M
Soundwatch Capital LLC DALLAS, TXQ2 2026 53$901.0M
Strid Group, LLC NEWTOWN SQUARE, PAQ2 2026 93$900.7M
Silverarc Capital Management, LLC BOSTON, MAQ2 2026 65$898.5M
SPX Gestao de Recursos Ltda RIO DE JANEIRO, D5Q2 2026 79$898.0M
Sierra Summit Advisors LLC INCLINE VILLAGE, NVQ2 2026 185$895.4M
Signet Financial Management, LLC PARSIPPANY, NJQ1 2026 299$892.0M
Semper Augustus Investments Highlands Ranch, COQ2 2026 50$884.6M
St. Louis Trust Co SAINT LOUIS, MOQ2 2026 125$875.4M
Scarborough Advisors, LLC ANNAPOLIS, MDQ2 2026 147$870.9M
SIR Capital Management, L.P. NEW YORK, NYQ2 2026 79$870.1M
Stokes Family Office, LLC NEW ORLEANS, LAQ2 2026 272$857.6M
Slow Capital, Inc. GREENBRAE, CAQ2 2026 111$856.7M
Security National Bank OMAHA, NEQ2 2026 392$837.9M
Spectrum Wealth Counsel, LLC INDIANAPOLIS, INQ1 2025 365$832.9M
Sargent Investment Group, LLC BETHESDA, MDQ2 2026 279$831.6M
Sharkey, Howes & Javer DENVER, COQ2 2026 162$827.9M
Strategic Wealth Investment Group, LLC LOUISVILLE, KYQ2 2026 104$824.7M
Sirios Capital Management L P BOSTON, MAQ2 2026 86$822.3M
Sivia Capital Partners, LLC Mill Valley, CAQ2 2026 540$822.1M
Schwerin Boyle Capital Management Inc. SPRINGFIELD, MAQ2 2026 49$816.0M
Skylands Capital, LLC Milwaukee, WIQ2 2026 166$813.9M
Sloy Dahl & Holst, LLC Vancouver, WAQ2 2026 122$810.5M
Savoie Capital LLC CHICAGO, ILQ2 2025 92$804.6M
Suncoast Equity Management TAMPA, FLQ2 2026 63$798.4M
Seilern Investment Management Ltd LONDON, X0Q2 2026 24$793.8M
Summit Financial Wealth Advisors, LLC Lafayette, LAQ2 2026 225$782.0M
Summit Asset Management, LLC MEMPHIS, TNQ2 2026 183$780.4M
SilverOak Wealth Management LLC Edina, MNQ2 2026 126$776.5M
Silverback Asset Management LLC DURHAM, NCQ2 2026 54$771.5M
South Street Advisors LLC New York, NYQ2 2026 84$768.7M
Strategic Point Investment Advisors, LLC PROVIDENCE, RIQ2 2026 36$767.5M
Sentinel Pension Advisors, LLC WAKEFIELD, MAQ2 2026 147$762.3M
Schnieders Capital Management, Llc. PASADENA, CAQ2 2026 246$761.8M
Sawgrass Asset Management LLC PONTE VEDRA BEACH, FLQ2 2026 193$757.3M
Stanley Capital Management, LLC HOUSTON, TXQ2 2026 37$754.3M
SC&H Financial Advisors, Inc. HUNT VALLEY, MDQ2 2026 160$753.8M
Stone House Investment Management, LLC TUNKHANNOCK, PAQ2 2026 1,339$752.2M
Southernsun Asset Management, LLC Memphis, TNQ2 2026 29$742.8M
S-Bank Fund Management Ltd HELSINKI, H9Q2 2026 249$735.9M
Smithbridge Asset Management Inc. Chadds Ford, PAQ2 2026 188$734.0M
SFE Investment Counsel LOS ANGELES, CAQ2 2026 149$726.4M
Stablepoint Partners, LLC BRAINTREE, MAQ2 2026 260$722.7M
Stonebridge Financial Group, LLC SAN RAFAEL, CAQ2 2026 310$722.2M
Shenkman Capital Management Inc. NEW YORK, NYQ2 2026 80$720.8M
Security Financial Services, INC. Fort Wayne, INQ2 2026 203$720.8M
Squadra Investments - Gestao DE Recursos Ltda. RIO DE JANEIRO, D5Q2 2026 4$714.8M
Summit Street Capital Management, LLC NEW YORK, NYQ2 2026 31$712.6M
SageGuard Financial Group, LLC GOODLETTSVILLE, TNQ2 2026 211$711.7M
Secure Asset Management, LLC Troy, MIQ2 2026 320$710.7M
Summit Wealth Partners, LLC Orlando, FLQ2 2026 280$701.9M
Strategic Global Advisors, LLC NEWPORT BEACH, CAQ2 2026 129$701.8M
Sphera Funds Management LTD. TEL AVIV, L3Q2 2026 97$698.8M
Saturn V Capital Management LP AUSTIN, TXQ2 2026 23$697.5M
SeaBridge Investment Advisors LLC SUMMIT, NJQ2 2026 188$691.6M
SevenBridge Financial Group, LLC HARRISBURG, PAQ2 2026 212$679.8M
Spectrum Financial Alliance Ltd LLC NICHOLASVILLE, KYQ2 2026 31$679.5M
Square Wave Capital, LLC BROOKLYN, NYQ2 2026 11$670.3M
Strategy Asset Managers LLC PASADENA, CAQ2 2026 265$669.7M
Stewart & Patten Co. LLC LAFAYETTE, CAQ1 2024 94$668.9M
Steginsky Capital LLC PORT WASHINGTON, NYQ2 2026 8$666.3M
San Luis Wealth Advisors LLC SAN LUIS OBISPO, CAQ2 2026 183$664.4M
Sovereign Financial Group, Inc. STAMFORD, CTQ2 2026 384$653.7M
Stamos Capital Partners, L.P. Menlo Park, CAQ2 2026 140$652.5M
Sahana Capital Management LP GREENWICH, CTQ2 2024 10$644.6M
Schmidt P J Investment Management Inc. CEDARBURG, WIQ2 2026 215$643.3M
Sprucegrove Investment Management Ltd. TORONTO, A6Q2 2026 40$639.1M
Scott Capital Advisors, LLC PORTLAND, ORQ2 2026 66$638.5M
Sky Investment Group LLC HARTFORD, CTQ2 2026 146$636.9M
Sunriver Management LLC GREENWICH, CTQ2 2026 21$636.8M
St. James Investment Company, LLC SOUTHLAKE, TXQ2 2026 24$629.8M
Stenger Family Office, LLC Naperville, ILQ2 2026 123$628.9M
SoftVest Advisors, LLC ABILENE, TXQ2 2026 3$628.9M
Satovsky Asset Management LLC NEW YORK, NYQ2 2026 74$627.2M
Sig Brokerage, LP BALA CYNWYD, PAQ2 2026 305$626.2M
Spinnaker Investment Group, LLC Newport Beach, CAQ2 2026 179$624.1M
SMI Advisory Services, LLC COLUMBUS, INQ2 2026 62$617.0M
Sands Capital Alternatives, LLC ARLINGTON, VAQ2 2026 24$613.5M
SkyOak Wealth, LLC SOUTHFIELD, MIQ2 2026 251$612.1M
Sompo Asset Management Co., Ltd. Tokyo, M0Q2 2026 177$609.2M
Summit Partners L P BOSTON, MAQ2 2026 5$608.9M
Sage Rhino Capital LLC MENLO PARK, CAQ2 2026 380$608.3M
Skba Capital Management LLC San Francisco, CAQ2 2026 79$606.0M
Seven Fleet Capital Management LP MOUNTAIN VIEW, CAQ2 2026 96$605.9M
Systelligence, LLC BLOOMINGTON, MNQ2 2026 62$598.7M
Sterling Investment Advisors, Ltd. BERWYN, PAQ2 2026 225$598.7M
Sunburst Financial Group, LLC VESTAVIA HILLS, ALQ2 2026 132$598.4M
SOA Wealth Advisors, LLC. NEW YORK, NYQ2 2026 892$595.1M
Steward Partners Investment Solutions, LLC PORTLAND, ORQ1 2024 257$594.2M
Science & Technology Partners, L.P. GREENWICH, CTQ2 2026 84$593.3M
Studio Investment Management LLC CHICAGO, ILQ2 2026 181$591.7M
Solel Partners LP BOSTON, MAQ2 2026 24$588.5M
Sio Capital Management, LLC NEW YORK, NYQ2 2026 57$583.5M
Sixth Street Partners Management Company, L.P. Dallas, TXQ2 2026 7$579.2M
Stempoint Capital LP NEW YORK, NYQ2 2026 73$577.9M
Solidarity Wealth, LLC Lehi, UTQ2 2026 92$574.2M
Serenus Wealth Advisors, LLC SANTA MONICA, CAQ2 2026 75$573.0M
Southland Equity Partners LLC WILDWOOD, MOQ2 2026 306$571.0M
Sanchez Wealth Management Group JACKSONVILLE, FLQ2 2026 52$570.7M
Schnieders Capital Management LLC PASADENA, CAQ2 2025 224$569.7M
Single Point Partners, LLC BOSTON, MAQ2 2026 102$568.0M
Sachem Hill LLC DENVER, COQ2 2026 67$562.5M
Soros Capital Management LLC New York, NYQ2 2026 58$559.3M
Strong Tower Advisory Services MINNEAPOLIS, MNQ2 2026 93$557.9M
Sensible Financial Planning & Management, LLC. WALTHAM, MAQ3 2025 31$550.7M
Stonebrook Private Inc. NORTHVILLE, MIQ2 2026 271$547.7M
SIG North Trading, ULC Bala Cynwyd, PAQ2 2026 79$547.2M
Stordahl Capital Management, Inc. GREENWOOD VILLAGE, COQ2 2026 68$545.9M
Second Line Capital, LLC METAIRIE, LAQ2 2026 173$537.0M
Stelac Advisory Services LLC NEW YORK, NYQ2 2026 168$536.6M
Shulman DeMeo Asset Management LLC LAKE SUCCESS, NYQ2 2026 146$535.0M
SailingStone Capital Partners LLC Houston, TXQ2 2026 19$534.3M
Sanofi Paris, I0Q2 2026 10$534.0M
Sovereign Investment Advisors, LLC PHOENIX, AZQ2 2026 109$532.7M
Spirit of America Management Corp. SYOSSET, NYQ2 2026 308$530.5M
Sugarloaf Wealth Management, LLC DULUTH, GAQ4 2024 686$528.7M
Shah Capital Management RALEIGH, NCQ2 2026 9$526.2M
Stevens Capital Partners OMAHA, NEQ2 2026 157$525.8M
Schwarz Dygos Wheeler Investment Advisors LLC MINNEAPOLIS, MNQ2 2026 174$523.9M
Stieven Capital Advisors, L.P. ST. LOUIS, MOQ2 2026 36$523.9M
Silverlake Wealth Management LLC WILLISTON, VTQ2 2026 391$523.0M
Scissortail Wealth Management, LLC TULSA, OKQ2 2026 106$519.6M
Summit Securities Group LLC NEW YORK, NYQ2 2026 910$516.3M
Searchlight Capital Partners, L.P. NEW YORK, NYQ2 2026 1$515.9M
Simcoe Capital Management, LLC NEW YORK, NYQ2 2026 14$515.4M
Spruce Street Capital LP NEW YORK, NYQ2 2026 30$509.7M
Shorepoint Capital Partners LLC NORWOOD, MAQ3 2025 98$502.8M
Siemens AG MUNICH, 2MQ2 2026 2$493.7M
Summit Wealth Group, LLC WHITE RIVER JUNCTION, VTQ2 2026 129$490.3M
Smith & Howard Wealth Management, LLC ATLANTA, GAQ2 2026 87$486.2M
Stephens Greth Foundation DALLAS, TXQ2 2026 4$485.2M
Sciencast Management LP PRINCETON, NJQ2 2026 235$482.4M
Storgate, LLC DALLAS, TXQ2 2026 351$482.1M
Sage Capital Advisors,llc SIOUX FALLS, SDQ2 2026 136$481.5M
Stewardship Advisors, LLC MOUNT JOY, PAQ2 2026 175$481.4M
Standard General L.P. New York, NYQ2 2026 2$480.2M
Standpoint Asset Management, LLC SCOTTSDALE, AZQ2 2026 8$477.0M
Scott & Selber, Inc. HOUSTON, TXQ2 2026 91$473.7M
Shelter Mutual Insurance Co COLUMBIA, MOQ2 2026 58$472.8M
Susquehanna International Group Ltd. DUBLIN, L2Q3 2024 108$472.2M
Summit Wealth & Retirement Planning, Inc. EAGLE, IDQ2 2026 113$471.9M
Sollinda Capital Management LLC HICKORY, NCQ2 2026 78$468.3M
Sequent Planning LLC OMAHA, NEQ2 2026 269$468.0M
Speece Thorson Capital Group Inc. MINNETONKA, MNQ2 2026 37$467.7M
Steamboat Capital Partners, LLC RYE, NYQ2 2026 59$467.6M
Stokes Capital Advisors, LLC GREENWOOD, SCQ2 2026 118$466.9M
SMART Wealth LLC Omaha, NEQ2 2026 222$464.0M
SWS Partners COLUMBUS, OHQ2 2026 108$463.0M
Sweet Financial Partners, LLC FAIRMONT, MNQ3 2024 198$461.8M
Sector Gamma As OSLO, Q8Q2 2026 40$461.0M
Syverson Strege & Co WEST DES MOINES, IAQ2 2026 186$458.9M
Seven Springs Wealth Group, LLC BRENTWOOD, TNQ2 2026 85$458.1M
Strategic Advisors LLC New York, NYQ2 2026 164$457.2M
Safeguard Financial, LLC MINOCQUA, WIQ1 2025 105$456.5M
Strengthening Families & Communities, LLC BOSTON, MAQ2 2026 846$449.6M
Syquant Capital Sas PARIS, I0Q2 2026 38$447.2M
Searle & Co. GREENWICH, CTQ2 2026 194$445.1M
SK Wealth Management, LLC PROVIDENCE, RIQ2 2026 80$444.0M
Sagewood Asset Management LP NEW YORK, NYQ2 2026 432$442.0M
Strategic Investment Solutions, Inc. ORLAND PARK, ILQ2 2026 707$437.3M
Segra Capital Management, LLC PALM BEACH, FLQ2 2026 7$435.0M
Seafarer Capital Partners, LLC CORTE MADERA, CAQ2 2026 9$433.9M
Shah Wealth Advisors, LLC CHINO HILLS, CAQ2 2026 79$433.3M
Safeguard Investment Advisory Group, LLC Corona, CAQ2 2026 178$433.1M
Siemens Pension Trust E V MUNICH GERMANY, 2MQ2 2026 1$431.3M
SG Trading Solutions, LLC BOUNTIFUL, UTQ4 2025 211$430.8M
Strategic Family Wealth Counselors, L.L.C. FAIRFIELD, NJQ2 2026 177$429.9M
Straight Path Wealth Management Jenison, MIQ2 2026 141$427.8M
Sound Capital Solutions LLC NAPLES, FLQ2 2026 309$427.4M
Sterling Investment Counsel, LLC Buffalo, NYQ2 2026 195$424.8M
Swmg, LLC FORT WORTH, TXQ2 2026 100$424.5M
Scoggin Management LP NEW YORK, NYQ2 2026 48$422.5M
Somerville Kurt F BOSTON, MAQ2 2026 97$418.8M
Sunflower Bank, N.A. DALLAS, TXQ2 2026 159$418.3M
Seascape Capital Management PORTSMOUTH, NHQ2 2026 96$417.3M
Stevens Capital Management LP RADNOR, PAQ2 2026 213$416.6M
Squire Investment Management Company, LLC Orem, UTQ2 2026 89$415.3M
Siena Capital Partners GP, LLC EVANSTON, ILQ2 2026 101$413.4M
Synergy Investment Management, LLC ALTAMONTE SPRINGS, FLQ2 2026 1,086$413.4M
SignalPoint Asset Management, LLC SPRINGFIELD, MOQ4 2024 253$410.7M
Strata Wealth Advisors, LLC DALLAS, TXQ2 2026 97$410.0M
Sicart Associates LLC NEW YORK, NYQ2 2026 74$408.4M
Seaside Wealth Management, Inc. CARLSBAD, CAQ2 2026 71$404.6M
Sterling Wealth Management, Inc. Champaign, ILQ2 2026 116$402.3M
Sandy Cove Advisors, LLC Hingham, MAQ2 2026 162$399.8M
Saybrook Capital SAG HARBOR, NYQ2 2026 42$399.5M
Summit Investment Advisory Services, LLC ROSEVILLE, MNQ2 2026 89$398.5M
Shoker Investment Counsel, Inc. OXFORD, OHQ2 2026 113$398.4M
Spider Management Company, LLC RICHMOND, VAQ2 2026 5$398.2M
Stiles Financial Services Inc EDINA, MNQ2 2026 183$398.2M
Shikiar Asset Management Inc. NEW YORK, NYQ2 2026 113$395.8M
Steph & Co. MARINETTE, WIQ2 2026 283$395.0M
Stone Summit Wealth LLC MIAMI, FLQ2 2026 144$394.0M
Snider Financial Group BELLEVUE, WAQ2 2026 103$392.8M
SRH Advisors, LLC SALINA, KSQ2 2026 276$392.5M
Southern Financial Group, LLC BIRMINGHAM, ALQ2 2026 95$391.8M
SS&H Financial Advisors, Inc. TROY, MIQ2 2026 130$390.9M
Smart Money Group LLC EASTLAND, TXQ2 2026 86$389.5M
Supplemental Annuity Collective Trust of NJ TRENTON, NJQ2 2026 298$389.5M
St. Clair Advisors, LLC MAYFIELD HTS, OHQ2 2026 78$388.7M
Semmax Financial Advisors Inc. Winston Salem, NCQ2 2025 431$388.2M
Stolper Co TULSA, OKQ2 2026 91$387.3M
Seneca Financial Advisors LLC ROCHESTER, NYQ2 2026 66$385.0M
Schusterman Interests, LLC Tulsa, OKQ2 2026 9$383.3M
Schorn Wealth LLC ENGLEWOOD, FLQ2 2026 80$382.3M
Selective Wealth Management, Inc. FOREST, VAQ2 2026 136$381.2M
Sweeney & Michel, LLC CHICO, CAQ2 2026 164$380.8M
ShankerValleau Wealth Advisors, Inc. SKOKIE, ILQ2 2026 40$379.6M
S.E.E.D. Planning Group LLC BINGHAMTON, NYQ2 2026 88$378.9M
Schiavi & Co LLC WILMINGTON, DEQ2 2026 60$378.5M
Shakespeare Wealth Management, LLC Pewaukee, WIQ2 2026 79$377.6M
Sensible Money, LLC SCOTTSDALE, AZQ2 2026 101$377.1M
Starr Indemnity & Liability Co NEW YORK, NYQ2 2026 4$377.0M
Shilanski & Associates, Inc. ANCHORAGE, AKQ3 2025 109$376.3M
Skaana Management L.P. BROOKLYN, NYQ2 2026 104$375.5M
Sara-Bay Financial SARASOTA, FLQ2 2026 87$375.4M
Sava Penzisko Drushtvo A.D. Skopje SKOPJE, 1UQ2 2026 27$374.6M
Strathmore Capital Advisors, Inc. CHARLOTTE, NCQ2 2026 142$371.4M
Sterling Financial Planning, Inc. SPARTA, NJQ2 2026 123$367.7M
Storen Legacy Partners, LLC ZIONSVILLE, INQ2 2026 116$366.8M
Silverleafe Capital Partners, LLC GERMANTOWN, TNQ2 2026 99$366.8M
SAM Advisors, LLC OAKHURST, CAQ2 2026 49$366.3M
Sage Financial Management Group, Inc. MCLEAN, VAQ2 2026 61$364.0M
Saxon Interests, Inc. HOUSTON, TXQ2 2026 238$362.0M
Solitude Financial Services CHARLOTTESVILLE, VAQ2 2026 41$361.0M
Spectrum Asset Management, Inc. (NB/CA) NEWPORT BEACH, CAQ2 2026 113$360.2M
Slotnik Capital, LLC DALLAS, TXQ2 2026 26$359.4M
Sentry LLC Memphis, TNQ2 2026 132$357.4M
Sand Grove Capital Management LLP LONDON, X0Q2 2026 13$357.4M
Sandbox Financial Partners, LLC BETHESDA, MDQ1 2026 117$355.6M
Santori & Peters, Inc. CANONSBURG, PAQ2 2026 83$354.6M
Somerset Trust Co SOMERSET, PAQ2 2026 186$353.6M
Seven Post Investment Office LP San Francisco, CAQ2 2026 42$352.3M
Sunpointe, LLC ST. LOUIS, MOQ2 2026 281$352.0M
SW Investment Management LLC Telluride, COQ2 2026 5$351.6M
Spectrum Wealth Advisory Group, LLC GRANITE BAY, CAQ2 2026 543$351.1M
StrongBox Wealth, LLC LEE'S SUMMIT, MOQ2 2026 267$350.9M
Stonehill Capital Management LLC NEW YORK, NYQ2 2026 15$350.1M
Select Asset Management & Trust MECHANICSBURG, PAQ2 2026 79$347.3M
Solus Alternative Asset Management LP Summit, NJQ2 2026 10$342.2M
Source Financial Advisors LLC NEW YORK, NYQ3 2024 119$338.5M
Shayne & Jacobs, LLC NASHVILLE, TNQ2 2026 101$337.2M
Strategic Financial Concepts, LLC SAN ANTONIO, TXQ2 2026 239$336.2M
Silver Coast Investments LLC SAN DIEGO, X1Q2 2026 121$335.9M
Seaview Investment Managers LLC MIAMI, FLQ2 2026 93$334.8M
Spinecap SAS PARIS, I0Q2 2026 16$334.7M
Saiph Capital, LLC WYCKOFF, NJQ2 2026 131$334.1M
Shengqi Capital (Hong Kong) Ltd HONG KONG, K3Q2 2026 7$334.0M
Slagle Financial, LLC Edwardsville, ILQ2 2026 127$333.8M
S&T Bank Indiana, PAQ2 2026 445$333.2M
Susquehanna Foundation BALA CYNWYD, PAQ3 2024 4$332.8M
Steadview Capital Management LLC SAN FRANCISCO, CAQ2 2026 14$332.5M
Serenity Capital Management Pte. LTD. Singapore, U0Q2 2026 11$331.6M
Stance Capital LLC BOSTON, MAQ2 2026 340$328.2M
Snow Phipps Group, LLC New York, NYQ2 2026 2$325.9M
S.A. Mason LLC HOLLAND, MIQ2 2026 282$325.5M
Sykon Capital LLC HARRISON, NYQ2 2026 112$324.8M
Step Capital Management Pte. Ltd. SINGAPORE, U0Q2 2026 21$324.8M
Silver Heights Capital Management Inc TORONTO, A6Q2 2026 4$324.1M
Sims Investment Management, LLC CINCINNATI, OHQ2 2026 184$323.4M
Sharper & Granite LLC EL SEGUNDO, CAQ2 2026 109$322.7M
Sophron Capital Management L.P. SUMMIT, NJQ2 2026 43$322.7M
S Squared Technology, LLC RYE, NYQ2 2026 33$322.3M
Sonoma Allocations LLC SANTA ROSA, CAQ2 2026 118$321.8M
Seldon Capital LP SAN FRANCISCO, CAQ2 2026 74$319.6M
Shaker Financial Services, LLC Arlington, VAQ2 2026 148$319.2M
Skyline Advisors, Inc. BELLINGHAM, WAQ2 2026 123$318.7M
Summa Corp. TOMBALL, TXQ2 2026 83$318.6M
ShoreHaven Wealth Partners, LLC Red Bank, NJQ2 2026 106$317.9M
Sittner & Nelson, LLC EUGENE, ORQ2 2026 614$317.9M
Solari Capital Management, LLC Palm Beach Gardens, FLQ3 2025 1$317.6M
Sterling Financial Group, Inc. PASADENA, CAQ3 2025 73$315.5M
Stonebridge Financial Planning Group, LLC ORLANDO, FLQ2 2026 183$313.9M
StoneCrest Wealth Management, Inc. CHANDLER, AZQ2 2026 73$313.0M
Samalin Investment Counsel, LLC CHAPPAQUA, NYQ2 2026 334$312.5M
Saranac Partners Ltd LONDON, X0Q2 2026 112$311.6M
Stash Investments, LLC NEW YORK, NYQ2 2026 17$310.2M
Sonata Capital Group Inc. SEATTLE, WAQ2 2026 128$309.9M
Stephens Consulting, LLC FLINT, MIQ4 2025 476$309.4M
SmartHarvest Portfolios, LLC SEATTLE, WAQ2 2026 461$309.3M
SoundView Advisors Inc. OLYMPIA, WAQ2 2026 32$306.9M
Susquehanna International Securities, Ltd. DUBLIN, L2Q3 2024 43$300.9M
Syntrinsic LLC DENVER, COQ3 2024 79$300.6M
Sculati Wealth Management, LLC Bloomfield Hills, MIQ2 2026 123$299.8M
Schear Investment Advisers, LLC CINCINNATI, OHQ2 2026 83$299.0M
Searcy Financial Services Inc. OVERLAND PARK, KSQ2 2026 27$298.2M
Sawyer & Company, Inc BOSTON, MAQ2 2026 202$297.9M
Strategic Equity Management TUCSON, AZQ2 2026 65$297.8M
Sinvest Investments II Ltd. Nassau, New Providence, C5Q2 2026 1$297.5M
Silphium Asset Management Ltd London, X0Q2 2026 55$296.6M
Shrier Wealth Management, LLC LOS ANGELES, CAQ2 2026 134$296.5M
Singapore Technologies Telemedia Pte Ltd Singapore, U0Q2 2026 1$295.4M
Summit Creek Advisors LLC MINNEAPOLIS, MNQ2 2026 64$293.8M
Stonehearth Capital Management, LLC DANVERS, MAQ2 2026 94$293.1M
Samjo Management, LLC New York, NYQ2 2026 58$293.0M
Shore Point Advisors, LLC BRIELLE, NJQ2 2026 77$292.4M
SWAN Capital LLC PENSACOLA, FLQ2 2026 580$292.2M
Squadron Capital Management LLC OAK BROOK, ILQ2 2026 34$292.1M
Solstein Capital, LLC Menlo Park, CAQ2 2026 434$292.1M
Spear Advisors LLC East Hampton, NYQ2 2026 28$291.3M
Shared Vision Wealth Group LLC CARLSBAD, X1Q2 2026 114$290.9M
Strategic Investment Management, LLC ARLINGTON, VAQ2 2026 16$290.5M
SGL Investment Advisors, Inc. MISSOULA, MTQ2 2026 131$289.9M
Stableford Capital II LLC SCOTTSDALE, AZQ2 2026 147$288.7M
Selkirk Management LLC Chatham, NJQ2 2026 13$288.1M
Shira Ridge Wealth Management LARKSPUR, CAQ2 2026 83$286.6M
Sphera Management Technology Funds Ltd TEL AVIV, L3Q2 2026 83$285.1M
Strait & Sound Wealth Management LLC SAN FRANCISCO, CAQ2 2026 163$284.4M
Sellwood Investment Partners LLC PORTLAND, ORQ2 2026 59$283.6M
Seneca House Advisors RICHMOND, VAQ2 2026 103$282.9M
Shariaportfolio, Inc. LAKE MARY, FLQ2 2026 43$282.6M
Selby Wealth Management, LLC EMERYVILLE, CAQ2 2026 83$282.1M
Southern Michigan Bank & Trust COLDWATER, MIQ2 2026 422$281.3M
Summit Financial Group, Inc. MOOREFIELD, WVQ1 2024 190$281.3M
Silver Lake Advisory, LLC COTTONWOOD HEIGHTS, UTQ2 2026 109$279.9M
Shaker Investments LLC CLEVELAND, OHQ2 2026 87$278.2M
SFG Wealth Management, LLC. TOWSON, MDQ2 2026 113$278.1M
School Employees Retirement Board of Ohio COLUMBUS, OHQ2 2026 6$277.5M
Spreng Capital Management, Inc. Bucyrus, OHQ2 2026 77$274.9M
SOF Ltd George Town, E9Q2 2026 1$274.5M
Sightline Wealth Advisors, LLC GROTON, CTQ2 2026 93$273.3M
SB Capital Management Inc ENCINO, CAQ4 2025 93$272.8M
Salzhauer Michael NEW YORK, NYQ2 2026 79$271.9M
Scott Marsh Financial, LLC MILLCREEK, UTQ2 2025 248$269.7M
Smith Shellnut Wilson LLC Ridgeland, MSQ2 2026 161$267.9M
Ssa Swiss Advisors AG ZURICH, V8Q2 2026 107$266.5M
Strategic Financial Partners, Ltd. Bend, ORQ2 2026 88$265.1M
St. Johns Investment Management Company, LLC JACKSONVILLE, FLQ2 2026 201$264.4M
Signature Wealth Management Group ATLANTA, GAQ1 2026 128$263.4M
Silverberg Bernstein Capital Management LLC ARMONK, NYQ2 2026 70$261.1M
Sage Capital Management, LLC Stockton, NJQ2 2026 167$256.2M
Sprinkle Financial Consultants LLC LITTLETON, COQ2 2026 104$254.9M
State Insurance Fund NEW YORK, NYQ2 2026 1$254.8M
Stone Run Capital, LLC NEW YORK, NYQ3 2025 71$253.9M
Signature Resources Capital Management, LLC NEWPORT BEACH, CAQ2 2026 703$253.6M
Silver Oak Advisory Group, Inc. PORTLAND, ORQ2 2026 86$253.6M
SimpliFi, Inc. SAN DIEGO, CAQ2 2026 45$253.0M
Shelton Wealth Management, LLC FORT WORTH, TXQ2 2026 125$252.6M
Sherborne Investors Management LP New York, NYQ2 2026 1$250.6M
Schulhoff & Co. Inc. CINCINNATI, OHQ2 2026 133$248.8M
Stuart Investment Advisors, Inc. AUSTIN, TXQ2 2026 21$248.6M
Steelhead Wealth Management LLC GLEN ALLEN, VAQ2 2026 96$248.4M
Seamount Financial Group Inc. COLORADO SPRINGS, COQ2 2026 141$248.0M
Steinberganna Wealth Management HUNTINGTON, NYQ2 2026 139$246.0M
Socha Financial Group, LLC CORNING, NYQ2 2026 14$245.9M
STAR Financial Bank FORT WAYNE, INQ2 2026 109$245.4M
Sentinel Advisory Group, LLC MIDDLETON, WIQ2 2026 60$244.9M
Spectrum Investment Advisors, Inc. MEQUON, WIQ2 2026 76$244.6M
Second Half Financial Partners, LLC SEBRING, FLQ2 2026 109$243.9M
Sterling Group Wealth Management, LLC PASADENA, CAQ2 2026 62$243.7M
Security National Bank of Sioux City Iowa SIOUX CITY, IAQ2 2026 321$243.7M
Selway Asset Management BOISE, IDQ1 2025 75$242.4M
Sound Stewardship, LLC Overland Park, KSQ2 2026 73$242.4M
Sunesis Advisors, LLC OVERLAND PARK, KSQ2 2026 61$241.9M
Southern Capital Advisors, LLC Jackson, TNQ2 2026 84$239.5M
Saraza Management, LP NEW YORK, NYQ2 2026 18$238.9M
SMA Capital LLC NEW YORK, NYQ2 2026 121$238.1M
Sender Co & Partners, Inc. NEW YORK, NYQ2 2026 61$237.3M
Sequent Asset Management, LLC HOUSTON, TXQ2 2026 89$237.1M
Serenity Investment Advisors CHICAGO, ILQ2 2026 76$234.6M
Sterneck Capital Management, LLC KANSAS CITY, MOQ2 2026 103$233.4M
Sustainable Insight Capital Management, LLC NEW YORK, NYQ2 2026 78$233.2M
ShawSpring Partners LLC Boston, MAQ2 2026 11$232.1M
Steffes Financial, Ltd. OVERLAND PARK, KSQ2 2026 36$231.6M
Strive Financial Group ,LLC CARMEL, INQ2 2026 850$230.1M
Smallwood Wealth Investment Management, LLC RED BANK, NJQ2 2026 529$228.9M
Summit Place Financial Advisors, LLC SUMMIT, NJQ2 2026 110$228.3M
Signet Investment Advisory Group, Inc. Providence, RIQ2 2026 73$227.3M
Smith Thornton Advisors LLC HUNTSVILLE, ALQ2 2026 140$227.0M
Sassicaia Capital Advisers LLC JERICHO, NYQ2 2026 32$226.8M
Sitrin Capital Management LLC CENTURY CITY, CAQ2 2026 39$225.7M
Sea Cliff Partners Management, LP SAN FRANCISCO, CAQ2 2026 14$225.5M
Sycale Advisors (NY) LLC New York, NYQ2 2026 22$224.5M
Spice Expeditions, LP Westport, CTQ2 2026 1$223.9M
Spectrum Planning & Advisory Services Inc. SAN DIEGO, CAQ2 2026 120$223.5M
State of New Jersey Common Pension Fund A Trenton, NJQ2 2026 3$223.4M
Socorro Asset Management LP DALLAS, TXQ2 2026 33$222.8M
Sterling Investment Advisors LLC BOLIVAR, MOQ2 2026 38$222.6M
Symphony Financial Services, Inc. AKRON, OHQ2 2026 105$222.6M
Sage Private Wealth Group, LLC OAKBROOK TERRACE, ILQ2 2026 100$222.4M
Siligmueller & Norvid Wealth Advisors LLC GLEN ELLYN, ILQ3 2025 156$222.4M
Sylvest Advisors, LLC DALLAS, TXQ2 2026 78$221.8M
Solano Wealth Investment Advisors LLC Fairfield, CAQ2 2026 35$219.8M
Sunbeam Capital Management, LLC ATLANTA, GAQ2 2026 124$218.8M
Saxony Capital Management, LLC ST. LOUIS, MOQ2 2026 186$218.2M
Signature Equity Partners, LLC COLUMBUS, OHQ2 2026 1,571$217.8M
Security National Bank of So Dak SIOUX CITY, IAQ2 2026 287$216.6M
SWP Financial LLC ENCINITAS, CAQ2 2026 78$216.2M
Sharp Wealth Advisory, LLC HORSHAM, PAQ2 2026 127$215.9M
Sowa Financial Group, Inc. LINCOLN, RIQ2 2026 29$214.5M
Signature Wealth Management Partners, LLC MONTVALE, NJQ2 2026 121$214.5M
Starwood Capital Group Management, L.L.C. MIAMI BEACH, FLQ2 2026 6$214.1M
Successful Portfolios LLC CLEARWATER, FLQ2 2026 199$214.1M
Stephenson & Company, Inc. San Clemente, CAQ2 2026 50$213.5M
Sbe LLC Dba Cedar Cove Wealth Partners BLOOMINGTON, MNQ2 2026 91$212.8M
Straightline Group LLC TROY, MIQ2 2026 19$212.1M
Sun Financial Inc MIDVALE, UTQ2 2026 161$212.0M
StoryOne LLC OVERLAND PARK, KSQ2 2026 79$211.6M
Stegner Investment Associates Inc. LOUISVILLE, KYQ2 2026 31$210.3M
Shearwater Capital LLC DENVER, COQ2 2026 65$209.4M
Sherrill & Hutchins Financial Advisory, Inc ATLANTA, GAQ2 2026 20$209.2M
Sard Wealth Management Group, LLC ATLANTA, GAQ2 2026 61$209.1M
Sheridan Capital Management, LLC San Rafael, CAQ2 2026 31$207.8M
Stonebridge Capital Management Inc. LOS ANGELES, CAQ2 2026 70$207.6M
Seven Bridges Advisors LLC NEW YORK, NYQ2 2026 16$207.4M
Semus Wealth Partners LLC Boca Raton, FLQ2 2026 111$206.9M
Sutton Place Investors LLC ARMONK, NYQ2 2026 148$206.5M
Stephens Group, LLC LITTLE ROCK, ARQ2 2026 4$206.3M
Soviero Asset Management, LP NEW YORK, NYQ2 2026 55$206.1M
Sachetta, LLC LYNNFIELD, MAQ2 2026 1,025$205.7M
Spring Capital Management, LLC AMARILLO, TXQ2 2026 55$205.3M
Sagil Capital LLP LONDON, X0Q2 2026 19$204.7M
Sage Advisory Services, Ltd.Co. AUSTIN, TXQ2 2026 46$203.2M
Salus Financial Advisors, LLC COLORADO SPRINGS, COQ2 2026 39$202.8M
Spectrum Strategic Capital Management, LLC CORVALLIS, ORQ2 2026 79$201.8M
Scratch Capital LLC BOISE, IDQ2 2026 44$201.5M
Scholtz & Company, LLC STAMFORD, CTQ2 2026 48$200.3M
Sharpepoint LLC PHOENIX, AZQ2 2026 89$199.6M
SEG Family Corp. Toronto, A6Q2 2026 1$199.3M
Strategic Planning, Inc. Columbus, OHQ1 2026 54$199.3M
Steadtrust LLC ALLEN, TXQ2 2026 132$197.7M
Sfm, LLC MANCHESTER, NHQ2 2026 69$195.1M
Secured Retirement Advisors, LLC ST LOUIS PARK, MNQ2 2026 134$194.9M
SVRN Asset Management, LLC AUSTIN, TXQ2 2026 51$194.5M
Schulz Wealth, LTD. MANSFIELD, TXQ2 2026 70$193.7M
Share Andrew L. MANCHESTER, NHQ2 2026 19$193.4M
Seros Financial, LLC TEMPE, AZQ2 2026 66$192.0M
Strategic Financial Planning, Inc. PLANO, TXQ2 2026 41$191.6M
Sib LLC New York, NYQ4 2024 19$189.8M
Sander Capital Advisors Inc. Seattle, WAQ2 2026 13$189.0M
SALT Holding Corp. WILMINGTON, DEQ2 2026 25$188.8M
St. Louis Financial Planners Asset Management, LLC CHESTERFIELD, MOQ2 2026 30$187.5M
Solas Capital Management, LLC DARIEN, CTQ2 2026 21$186.6M
SummerHaven Investment Management, LLC STAMFORD, CTQ2 2026 192$186.6M
South Plains Financial, Inc. LUBBOCK, TXQ2 2026 209$186.2M
Santa Monica Partners LP PALM BEACH GARDENS, FLQ2 2026 13$185.4M
Silver Grove Financial Group, Inc. ORCHARD PARK, NYQ2 2026 2,450$184.8M
Sanchez Levi Garrett BELLEVUE, WAQ2 2026 74$184.3M
Sun Mountain Capital Ltd ST HELIER, Y9Q2 2026 2$184.2M
Sterling Wealth Advisors Inc PLANTATION, FLQ2 2026 20$184.0M
Solano Wealth Management, Inc. Fairfield, CAQ2 2024 31$182.6M
Sterling Investment Management, LLC TUCSON, AZQ2 2026 66$182.3M
Shotwell Rutter Baer Inc LANSING, MIQ2 2026 38$182.1M
Security Benefit Life Insurance Co. TOPEKA, KSQ2 2026 19$181.5M
Scalar Gauge Management, LLC DALLAS, TXQ2 2026 26$181.3M
SHEPHERD WEALTH MANAGEMENT Ltd LIABILITY Co CINCINNATI, OHQ2 2026 57$180.8M
Sanchez Gaunt Capital Management, LLC RENO, NVQ2 2026 189$179.1M
Salvus Wealth Management, LLC RED BANK, NJQ2 2026 125$178.5M
Southern Capital Services Inc. DAPHNE, ALQ2 2026 29$178.1M
Sarissa Capital Management LP GREENWICH, CTQ2 2026 10$177.9M
Stone Loft Wealth Management LLC WEST CHESTER, PAQ2 2026 31$175.8M
Stilwell Value LLC NEW YORK, NYQ2 2026 24$174.4M
Strategent Financial, LLC HARRISONBURG, VAQ2 2026 41$173.6M
SwitchPoint Financial Planning, LLC LEHI, UTQ2 2026 71$173.2M
Stage Harbor Financial, LLC WESTWOOD, MAQ2 2026 64$173.1M
Sanders Morris Harris LLC Houston, TXQ2 2026 75$172.4M
Stonekeep Investments, LLC SANTE FE, NMQ2 2026 81$171.8M
Shade Tree Advisors LLC Saratoga Springs, NYQ2 2026 29$171.7M
Strategic Value Partners, LLC Greenwich, CTQ2 2026 1$170.8M
Sandler Capital Management NEW YORK, NYQ2 2026 112$169.3M
Somnio Financial Group, LLC GLASTONBURY, CTQ2 2026 14$168.8M
Sjbenen Advisory, LLC CHAPEL HILL, NCQ2 2026 29$168.7M
Sunrise Financial Services, LLC BURIEN, WAQ2 2026 587$168.3M
Sentry Investment Management LLC Stevens Point, WIQ2 2026 1$168.0M
Sarver Vrooman Wealth Advisors KANSAS CITY, MOQ2 2026 145$167.8M
Serenity Capital LLC Palo Alto, CAQ1 2025 7$167.1M
Silver Oak Wealth Advisors Services, LLC LOS ANGELES, CAQ2 2026 40$167.0M
Strong Retirement Solutions LLC SILVERDALE, WAQ2 2026 82$166.8M
SeaTown Holdings Pte. Ltd. SINGAPORE, U0Q2 2026 15$166.4M
Silvia McColl Wealth Management, LLC SAN DIEGO, CAQ2 2026 122$166.2M
Shum Financial Group, Inc. ALAMEDA, CAQ2 2026 106$165.9M
S. R. Schill & Associates MERCER ISLAND, WAQ2 2026 25$165.7M
Simcoe Capital LLC SPOKANE, WAQ2 2026 36$164.0M
Sippican Capital Advisors BOSTON, MAQ2 2026 111$163.9M
S&A Financial Services, Inc. Overland Park, KSQ2 2026 88$163.8M
Sebold Capital Management, Inc. LISLE, ILQ2 2025 78$162.3M
Sageworth Trust Co of South Dakota SIOUX FALLS, SDQ2 2026 61$162.1M
Stillwater Wealth Management Group JUNO BEACH, FLQ1 2026 77$161.8M
Savoir Faire Capital Management, L.P. NORWALK, CTQ2 2026 43$161.0M
Summer Road LLC WEST PALM BEACH, FLQ2 2026 21$161.0M
Steinberg Asset Management LLC NEW YORK, NYQ2 2026 44$160.7M
Stolz & Associates, PS TACOMA, WAQ2 2026 32$160.2M
Sellaronda Global Management LP New York, NYQ2 2026 10$160.0M
Sterling Manor Financial, LLC Saratoga Springs, NYQ1 2026 39$159.9M
Systrade AG VADUZ, N2Q2 2026 14$159.7M
SpringVest Wealth Management LLC DALLAS, TXQ2 2026 74$159.0M
Stanich Group LLC MONTAUK, NYQ2 2026 52$158.8M
Swisher Financial Concepts, Inc. WESTERVILLE, OHQ2 2026 107$158.8M
Seek First Inc. Campbell, CAQ2 2026 67$158.4M
Superstring Capital Management LP NEW YORK, NYQ2 2026 32$158.4M
Schwallier Wealth Management LLC GRAND RAPIDS, MIQ2 2026 69$158.3M
Sagace Wealth Management LLC ST. PETERSBURG, FLQ2 2026 70$158.1M
Seed Wealth Management, Inc. EVANSTON, ILQ2 2026 100$158.0M
Sound Financial Strategies Group, LLC MADISON, MSQ2 2026 121$157.5M
SLT Holdings LLC SCOTTSDALE, AZQ2 2026 146$156.7M
Settian Capital LP NEW YORK, NYQ2 2026 23$155.7M
Summit Portfolio Management, LTD. LAS VEGAS, NVQ1 2026 24$155.4M
Spahn Wealth & Retirement LLC SCOTTSDALE, AZQ2 2026 38$155.4M
Sugar Maple Asset Management, LLC SISTER BAY, WIQ2 2026 81$155.1M
Sheets Smith Investment Management HOUSTON, TXQ3 2025 137$154.2M
Safir Wealth Advisors, LLC GREENLAND, NHQ2 2026 17$153.9M
Stillwater Private Wealth, LLC GLEN MILLS, PAQ2 2026 83$153.5M
SageOak Financial, LLC TULSA, OKQ2 2026 36$153.0M
State of Wisconsin - Board of Commissioners of Public Lands MADISON, WIQ2 2026 6$152.7M
Stoneridge Investment Partners LLC RADNOR, PAQ2 2026 146$152.5M
Sanctuary Wealth Management, L.L.C. POCATELLO, IDQ4 2024 272$151.2M
Signal Tree Financial Partners LLC COPLEY, OHQ2 2026 53$150.9M
Sage Advisors, LLC BOULDER, COQ4 2025 48$150.8M
Slocum, Gordon & Co LLP Newport, RIQ2 2026 70$150.5M
Stonebridge Financial Group, LLC / MO ST. LOUIS, MOQ2 2026 171$150.5M
Spartan Planning & Wealth Management GREENSBORO, NCQ2 2026 75$150.3M
Sankala Group LLC LYONS, COQ2 2026 631$149.8M
Sovereign's Capital Management, LLC Atlanta, GAQ2 2026 70$149.8M
Safe Harbor Family Capital, LLC CHAPEL HILL, NCQ2 2026 57$149.7M
South Shore Capital Advisors COHASSET, MAQ2 2026 154$149.4M
Seven Mile Advisory TALLAHASSEE, FLQ2 2026 158$148.9M
Sage Investment Advisers LLC WAPPINGERS FALLS, NYQ2 2026 98$148.7M
Stewardship Concepts Financial Services LLC SPOKANE, WAQ2 2026 70$148.6M
swisspartners Advisors Ltd ZURICH, V8Q2 2026 23$148.4M
Sacks & Associates, LLC WARREN, NJQ2 2026 80$148.2M
Summit Financial Consulting LLC STERLING HEIGHTS, MIQ2 2026 49$147.4M
Sincerus Advisory, LLC NEW YORK, NYQ2 2026 81$147.3M
Sun Group Wealth Partners IRVINE, CAQ2 2026 81$146.6M
Susquehanna Capital Management, LLC Wilmington, DEQ2 2026 1$146.3M
Seneschal Advisors, LLC TACOMA, WAQ2 2026 596$146.0M
Split Rock Private Trading & Wealth Management, LLC Cloquet, MNQ2 2026 49$145.8M
SWP Investment Management LLC INDEPENDENCE, OHQ2 2026 43$144.8M
Snowwater Investment Partners, LLC FAIRFIELD, CTQ2 2026 98$144.6M
Sierra Ocean, LLC RIPON, CAQ2 2026 72$144.5M
Sharp Capital Gestora de Recursos Ltda. RIO DE JANEIRO, D5Q2 2026 6$144.1M
Sectoral Asset Management Inc. MONTREAL, A8Q2 2026 82$143.3M
Sonnipe Ltd. DOUGLAS, Y8Q2 2026 1$143.2M
Spotlight Asset Group, Inc. OAKBROOK TERRACE, ILQ2 2024 260$143.2M
Strategic Value Bank Partners LLC CLEVELAND, OHQ2 2026 10$142.8M
Somerset Group LLC WAYZATA, MNQ2 2026 58$142.5M
Seelaus Asset Management LLC CHATHAM, NJQ2 2026 204$142.4M
Sentinel Wealth Management, Inc. RESTON, VAQ2 2026 39$141.9M
SIG Growth Equity Funds Ltd Partnership, LLLP Wilmington, DEQ3 2024 1$141.5M
SIMA Wealth Partners, LLC NORTH CHESTERFIELD, VAQ2 2026 130$141.1M
Strategic Advisory Partners, LLC GREENSBORO, NCQ2 2026 41$141.1M
Sound Portfolio Advisors, LLC MYSTIC, CTQ2 2026 48$140.9M
Stenham Asset Management Ltd GUERNSEY, Y7Q2 2026 15$139.6M
SKY-Mountain Capital Management, Inc. KETCHUM, IDQ2 2026 40$139.6M
Stegent Equity Advisors, Inc. HOUSTON, TXQ2 2026 112$139.5M
Saber Capital Managment, LLC FUQUAY VARINA, NCQ2 2026 32$139.1M
Synergy Financial Group, LTD SAN RAMON, CAQ2 2026 119$139.0M
SeedSafe Financial LLC AUSTIN, TXQ2 2026 39$138.9M
Sandro Wealth Management LLC FAIRFIELD, NJQ2 2026 103$138.4M
Soapstone Management L.P. BETHESDA, MDQ2 2026 13$137.5M
Sentinel Dome Partners, LLC BURLINGAME, CAQ2 2026 32$137.1M
Stephen J. Garry & Associates, LLC GARDEN CITY, NYQ2 2026 55$137.1M
Syntax Research, Inc. BOCA RATON, FLQ2 2026 179$136.9M
Stone Wealth Partners JEFFERSON, LAQ2 2026 63$136.8M
Sidoxia Capital Management, LLC NEWPORT BEACH, CAQ2 2026 88$136.4M
Semitam Bonam LLC GOSHEN, NYQ2 2026 50$136.1M
Stirlingshire Investments, Inc. NEW YORK, NYQ2 2026 221$134.9M
Summitas Investment Management LLC MCKINNEY, TXQ2 2026 10$134.6M
Sherman Wealth Management LLC GAITHERSBURG, MDQ2 2026 84$132.8M
Severin Investments, LLC ST. LOUIS, MOQ2 2026 174$132.7M
Sivik Global Healthcare LLC GREENWICH, CTQ2 2026 34$131.7M
Stonepine Capital Management, LLC Bend, ORQ2 2026 72$131.4M
Seal Cove Capital, LLC PALO ALTO, CAQ2 2026 10$130.5M
Schaeffer Financial LLC Rockville, MDQ2 2026 27$129.3M
Santa Clara Valley Transportation Authority SAN JOSE, CAQ2 2026 4$129.1M
Sierra Legacy Group Scottsdale, AZQ2 2026 79$129.1M
S Harris Financial Group, LLC SAN ANTONIO, TXQ2 2026 124$129.0M
Sherman Asset Management, Inc. VENTURA, CAQ2 2026 136$128.9M
Safe Harbor Fiduciary, LLC PENSACOLA, FLQ2 2026 61$128.4M
SkyView Investment Advisors, LLC SHREWSBURY, NJQ2 2026 278$127.7M
Smith Asset Management Co., LLC Chiefland, FLQ2 2026 70$127.1M
Spectrum Advisors, Inc. PLANO, TXQ1 2026 50$126.6M
Shepherd Kaplan Krochuk, LLC Boston, MAQ2 2026 62$125.9M
Smith Partners Wealth Management, LLC GREENSBORO, NCQ2 2026 73$125.8M
Signet Private Wealth LLC CHICAGO, ILQ2 2026 127$125.4M
Summerhill Capital Management lnc. TORONTO, A6Q2 2026 18$125.3M
SHUTTLEWORTH & Co POWELL, OHQ2 2026 51$125.1M
Stonehaven Wealth & Tax Solutions, LLC APPLETON, WIQ2 2026 93$124.9M
Sherwood Financial Partners, LLC WESTLAKE VILLAGE, CAQ2 2026 8$124.2M
Scientech Research LLC JERSEY CITY, NJQ2 2026 224$123.4M
Sfam, LLC ELMHURST, ILQ2 2026 262$122.6M
Summit Investment Advisors, Inc. HUNT VALLEY, MDQ2 2025 55$121.4M
Shorepath Capital Management LLC PARK CITY, UTQ2 2025 23$121.3M
Stoic Point Capital Management LLC PALO ALTO, CAQ2 2026 67$119.1M
Starfox Financial Services, LLC THE WOODLANDS, TXQ1 2024 29$117.9M
Strategic Wealth Advisors LLC SCOTTSDALE, AZQ2 2026 260$116.9M
SFI Advisors, LLC Montclair, NJQ2 2026 55$115.9M
Stembrook Asset Management, LLC RED BANK, NJQ2 2026 51$115.8M
St. Nicholas Private Asset Management, Inc. JACKSONVILLE, FLQ2 2026 36$114.7M
Shepherd Street Advisors LLC LARKSPUR, CAQ2 2026 86$113.9M
Standard Family Office LLC SIOUX FALLS, SDQ2 2026 31$113.8M
Surience Private Wealth LLC YAKIMA, WAQ2 2026 45$113.7M
Smith Thomas W BOCA RATON, FLQ2 2026 5$112.6M
Skerryvore Asset Management Ltd EDINBURGH, X0Q2 2026 7$112.0M
Scopia Capital Management LP NEW YORK, NYQ2 2026 19$111.7M
Stonebridge Wealth Management, LLC OAK BROOK, ILQ2 2026 37$111.7M
SRN Advisors, LLC HUNTINGDON VALLEY, PAQ2 2025 98$109.8M
Sycamore Partners Management, L.P. NEW YORK, NYQ2 2026 2$109.7M
Seven Six Capital Management, LLC NEW YORK, NYQ2 2026 26$109.5M
Sensenig Capital Advisors, Inc Collegeville, PAQ2 2026 36$109.3M
Sparta 24 Ltd. Tirat Hacarmel, L3Q2 2026 20$109.0M
Samara Investment Management, LLC BEAVERTON, ORQ2 2026 71$108.7M
SCP Investment, LP ORINDA, CAQ2 2026 47$108.5M
SPWM Advisors LLC TRAVERSE CITY, MIQ2 2026 90$108.2M
Schuylkill Financial LLC WYOMISSING, PAQ2 2026 66$108.2M
STF Management LP FRISCO, TXQ4 2025 101$106.5M
Strategic Financial Group, LLC GRAND HAVEN, MIQ2 2026 19$104.4M
Sapphire Ventures, L.P. Austin, TXQ2 2026 4$103.8M
SaddleRock Capital Management LLC NEW YORK, NYQ2 2026 16$103.6M
Safe Harbor Wealth Advisors, LLC DUBLIN, OHQ4 2025 96$103.3M
Shelter Rock Management, LLC JERICHO, NYQ2 2026 37$103.1M
Succession Financial, Inc. MCKINNEY, TXQ2 2026 49$103.0M
Sulzberger Capital Advisors, Inc. MIAMI, FLQ2 2026 53$102.4M
Sherry Group, Inc. MOUNTAIN HOME, ARQ2 2026 52$102.4M
SBI Holdings USA, Inc. SANTA CLARA, CAQ2 2026 1$101.1M
Shelter Ins Retirement Plan COLUMBIA, MOQ2 2026 8$100.7M
Smart Portfolios, LLC LAKE FOREST PARK, WAQ1 2026 99$100.3M
Sage Investment Counsel LLC Franklin, TNQ2 2026 126$99.9M
Soditic Asset Management LLP LONDON, X0Q3 2024 12$98.4M
Schrum Private Wealth Management LLC ST. AUGUSTINE, FLQ2 2026 109$97.3M
Skyview Financial Group LLC PONTE VEDRA BEACH, FLQ4 2025 57$96.9M
SkyKnight Capital, L.P. BURLINGAME, CAQ2 2026 3$94.1M
Square Wave Partners, L.P. BROOKLYN, NYQ1 2025 8$93.4M
Sonoma Private Wealth LLC San Francisco, CAQ2 2026 72$93.1M
Summitpoint Capital Management LITTLETON, COQ2 2026 39$92.8M
STG Securities, LLC NEW YORK, NYQ2 2026 90$92.5M
Sunstone Asset Management, LP New York, NYQ2 2026 57$92.4M
Significant Wealth Partners LLC CARY, ILQ2 2026 116$92.4M
Signify Wealth SAINT LOUIS, MOQ4 2024 26$88.6M
Stonebridge Advisors LLC WILTON, CTQ2 2026 3$83.0M
Sinecera Capital, LLC AUSTIN, TXQ3 2024 30$82.9M
Stone House Capital Management, LLC Bay Harbor Islands, FLQ2 2026 2$79.8M
Steel Partners Holdings L.P. New York, NYQ2 2026 9$78.0M
Solutions 4 Wealth, Ltd SOUTHLAKE, TXQ2 2026 58$77.5M
Stapp Wealth Management, PLLC OLYMPIA, WAQ2 2026 32$76.5M
Square Peg Capital PTY Ltd. SURRY HILLS, NSW, C3Q2 2026 8$76.2M
Summit Rock Advisors, LP New York, NYQ2 2026 3$76.1M
Stronghold Wealth Management L.L.C. TAMPA, FLQ2 2026 131$74.7M
Sullivan Wood Capital Management LLC WASHINGTON, DCQ2 2026 23$73.0M
Spectrum Asset Management, Inc. STAMFORD, CTQ2 2026 4$69.6M
Scion Asset Management Saratoga, CAQ3 2025 4$68.1M
State of New Jersey Common Pension Fund E Trenton, NJQ2 2026 1$64.9M
Sun Valley Gold LLC Sun Valley, IDQ3 2024 3$63.2M
Silchester International Investors LLP London, X0Q2 2026 4$62.0M
SL Advisors, LLC NAPLES, FLQ2 2026 32$57.2M
Siguler Guff Advisers, LLC NEW YORK, NYQ3 2025 2$56.1M
Spruce Point Capital Management, LLC RIVERHEAD, NYQ2 2026 18$53.9M
Skorpios Trust LIMASSOL, G4Q3 2025 2$53.2M
SymBiosis Capital Partners, LLC BENTONVILLE, ARQ1 2026 6$52.8M
Spark Investment Management LLC NEW YORK, NYQ2 2026 72$51.2M
SAL Trading, LLC Wilmington, DEQ3 2024 5$49.9M
Sip Global Opportunity Manager LLC PORTSMOUTH, NHQ2 2026 1$48.5M
Silver Rock Financial LP Los Angeles, CAQ2 2026 22$46.4M
Samson Rock Capital LLP LONDON, X0Q2 2026 4$45.6M
Sonic GP LLC HONOLULU, HIQ4 2024 15$45.4M
Serent Capital Management Co LLC SAN FRANCISCO, CAQ3 2024 1$44.9M
Sandia Investment Management LP BOSTON, MAQ4 2025 128$40.1M
Sherbrooke Park Advisers LLC WHITE PLAINS, NYQ4 2025 182$38.7M
Savior LLC WELLESLEY HILLS, MAQ2 2026 18$34.9M
Seaport Global Advisors, LLC BOSTON, MAQ3 2024 49$31.7M
Spartan Fund Management Inc. TORONTO, ONTARIO, Z4Q4 2024 81$30.0M
Southport Management, L.L.C. Wilson, WYQ4 2025 29$28.6M
Stevard, LLC Chicago, ILQ4 2024 23$26.8M
Stark Wealth Management LLC Bethlehem, PAQ4 2025 41$26.6M
Syncona Portfolio Ltd St Peter Port, Guernsey, X0Q2 2026 1$26.6M
Strategic Advocates LLC SACRAMENTO, CAQ2 2026 260$25.8M
SMH Capital Advisors Inc. FORT WORTH, TXQ2 2026 54$25.5M
Sage Rock Capital Management LP NEW YORK, NYQ3 2024 43$22.3M
Semanteon Capital Management, LP NEWTON, MAQ2 2026 100$22.2M
Stone Point Capital LLC GREENWICH, CTQ2 2026 1$21.7M
Stadium Capital Management LLC New Canaan, CTQ2 2026 2$21.0M
Sagard Holdings Management Inc. Toronto, A6Q3 2025 107$20.0M
Stone Ridge Holdings Group LP New York, NYQ2 2026 12$18.6M
SC Israel IV Genpar, LTD. HERZELIA, L3Q3 2024 1$17.5M
Samsung C&T Corp Seoul, M5Q2 2026 1$15.9M
SQN Investors LP Menlo Park, CAQ3 2025 1$12.8M
Sabby Management, LLC MIAMI BEACH, FLQ2 2026 16$12.0M
Susquehanna Financial Group, LLLP BALA CYNWYD, PAQ4 2024 2$10.9M
SkyBridge Capital II, LLC NEW YORK, NYQ2 2026 3$10.4M
Syntal Capital Partners, LLC MIDLAND, TXQ1 2024 18$10.0M
Spurstone Advisory Services, LLC HIGGANUM, CTQ2 2026 99$7.3M
SPG Advisors LLC KIRKLAND, WAQ2 2026 10$5.6M
Symmetry Peak Management LLC Radnor, PAQ2 2026 17$4.6M
SYSTM Wealth Solutions LLC Chicago, ILQ3 2024 93$3.3M
Stonepeak GP Investors Holdings Manager LLC NEW YORK, NYQ3 2025 1$2.6M
Sozo Ventures GP II, L.P. REDWOOD CITY, CAQ3 2025 1$1.3M
Spinnaker Capital LLC BOSTON, MAQ1 2025 1$1.1M
Stagwell Group LLC Miami Beach, FLQ3 2024 1$913K
SWaN & Legend Advisors, LLC Leesburg, VAQ3 2024 2$841K
Sapience Investments, LLC Irvine, CAQ1 2026 114$772K
Sea Otter Advisors LLC Miami, FLQ3 2024 3$394K
Section 32 GP 1, LLC Palo Alto, CAQ3 2025 2$95K
Saltoro Capital, LP DALLAS, TXQ4 2024 1$30K
Sarepta Therapeutics, Inc. Cambridge, MAQ2 2026 1$0
SCF Partners, Inc. Houston, TXQ2 2026 1$0
Scepter Holdings, Inc. FORT WORTH, TXQ2 2026 1$0
Shen Neil Nanpeng K3Q2 2026 1$0
SOL Capital Management CO ROCKVILLE, MDQ2 2026 1$0
Schreiber John LAKE FOREST, ILQ2 2026 1$0
Svenska Handelsbanken AB (publ) STOCKHOLM, V7Q2 2026 1$0
SVF Sponsor III (DE) LLC MENLO PARK, CAQ2 2026 1$0
Silversmith Partners I GP, LLC Boston, MAQ2 2026 1$0
Stonegate Management LLC LAKE FOREST, ILQ2 2026 1$0
Strive Asset Management, LLC DALLAS, TXQ2 2026 1$0
Stillwater LLC GREENWICH, CTQ2 2026 1$0
Schreiber Kathleen LAKE FOREST, ILQ2 2026 1$0
Shcp, LLC CINCINNATI, OHQ2 2026 1$0
Stenham Asset Management (UK) Plc LONDON, X0Q1 2026 1$0
SVB Financial Group Dallas, TXQ3 2025 1$0
Sasco Capital Inc. / CT/ FAIRFIELD, CTQ4 2024 1$0
Spinnaker Capital LTD LONDON, X0Q2 2025 1$0
SC Xii Management LLC Menlo Park, CAQ3 2025 1$0
Seven Eight Capital, LP New York, NYQ4 2024 1$0
Stuart Chaussee & Associates, Inc. BEVERLY HILLS, CAQ4 2025 1$0
Summit X, LLC CHESTERFIELD, MOQ3 2025 1$0
Strategic Vision Investment Ltd Hong Kong, K3Q3 2024 1$0
Soundmark Wealth Management, LLC KIRKLAND, WAQ2 2024 1$0
Snowhook Capital Management LP New York, NYQ3 2024 1$0
Southern Style Financial, Inc. SAN DIEGO, CAQ2 2025 1$0
Springhill Fund Asset Management (HK) Co Ltd HONG KONG, K3Q3 2025 1$0
Systematic Portfolios LLC NEW YORK, NYQ4 2024 1$0
Social Capital Group LLC MENLO PARK, CAQ3 2025 1$0
Snow Lake Management LP Menlo Park, CAQ3 2024 1$0