Directory · every 13F filer

13F filers starting with T

All Funds · T

ManagerLocationLatest FilingPositions13F Reported Value
T. Rowe Price Investment Management, Inc. BALTIMORE, MDQ2 2026 738$152.4B
Two Sigma Investments, LP NEW YORK, NYQ2 2026 3,901$132.9B
TD Asset Management Inc Toronto, A6Q2 2026 1,216$115.4B
Truist Financial Corp. CHARLOTTE, NCQ2 2026 2,896$83.5B
Toronto Dominion Bank TORONTO, ONTARIO, A6Q2 2026 1,928$60.1B
Thrivent Financial for Lutherans Minneapolis, MNQ2 2026 2,589$59.2B
TCI Fund Management LONDON, X0Q2 2026 11$52.8B
Tidal Investments LLC Milwaukee, WIQ2 2026 2,147$41.2B
Treasurer of the State of North Carolina RALEIGH, NCQ2 2026 1,096$38.8B
TD Waterhouse Canada Inc. TORONTO, A6Q2 2026 2,405$38.0B
Teacher Retirement System of Texas AUSTIN, TXQ2 2026 1,510$37.3B
Temasek Holdings (Private) Ltd SINGAPORE, U0Q2 2026 176$36.5B
Tiaa-Cref Individual & Institutional Services, LLC CHARLOTTE, NCQ2 2026 751$29.1B
Tudor Investment Corporation STAMFORD, CTQ2 2026 1,679$24.2B
Tiger Global Management New York, NYQ2 2026 46$24.0B
Tredje AP-fonden SE-111 91 STOCKHOLM, V7Q2 2026 424$22.1B
Trexquant Investment LP STAMFORD, CTQ2 2026 1,625$16.2B
TIAA Wealth Investment Management LLC New York, NYQ2 2026 617$15.0B
TCW Group Inc. LOS ANGELES, CAQ2 2026 640$14.9B
Teachers Retirement System of the State of Kentucky FRANKFORT, KYQ2 2026 1,681$14.7B
Thornburg Investment Management Inc. SANTA FE, NMQ2 2026 139$10.4B
Tortoise Capital Advisors, L.L.C. OVERLAND PARK, KSQ2 2026 91$9.8B
Tocqueville Asset Management L.P. New York, NYQ2 2026 550$7.6B
Thoma Bravo, L.P. CHICAGO, ILQ2 2026 3$7.3B
TENOR CAPITAL MANAGEMENT Co., L.P. NEW YORK, NYQ2 2026 549$7.1B
TimesSquare Capital Management, LLC NEW YORK, NYQ2 2026 158$6.8B
Todd Asset Management LLC Louisville, KYQ2 2026 182$5.6B
Thompson Siegel & Walmsley LLC RICHMOND, VAQ2 2026 429$5.5B
TD Private Client Wealth LLC NEW YORK, NYQ2 2026 1,698$5.4B
TPG GP A, LLC FORT WORTH, TXQ2 2026 82$5.0B
Truepoint, Inc. CINCINNATI, OHQ2 2026 160$4.8B
Third Point NEW YORK, NYQ2 2026 42$4.7B
Texas Yale Capital Corp. ST. PETERSBURG, FLQ2 2026 512$4.6B
Trian Fund Management NEW YORK, NYQ2 2026 8$4.2B
TCG Crossover Management, LLC PALO ALTO, CAQ2 2026 54$4.2B
Tower Research Capital LLC (TRC) NEW YORK, NYQ2 2026 5,180$4.1B
Thrive Capital Management, LLC NEW YORK, NYQ2 2026 5$3.8B
TCTC Holdings, LLC DALLAS, TXQ2 2026 240$3.8B
TrinityBridge Ltd LONDON, X0Q2 2026 269$3.8B
Troy Asset Management Ltd LONDON, X0Q2 2026 29$3.6B
Tremblant Capital Group WEST PALM BEACH, FLQ2 2026 58$3.5B
Trillium Asset Management, LLC BOSTON, MAQ2 2026 230$3.3B
Tokio Marine Asset Management Co. Ltd. Tokyo, M0Q2 2026 632$3.2B
Trivest Advisors Ltd Hong Kong, K3Q2 2026 15$3.2B
Tema ETFs LLC New York, NYQ2 2026 583$3.1B
Timucuan Asset Management Inc. JACKSONVILLE, FLQ2 2026 27$2.7B
Trust Co. of Vermont BRATTLEBORO, VTQ2 2026 1,154$2.7B
Trajan Wealth LLC SCOTTSDALE, AZQ2 2026 152$2.6B
Two Seas Capital LP RYE, NYQ2 2026 37$2.6B
Trilogy Capital Inc. IRVINE, CAQ2 2026 400$2.6B
Turtle Creek Asset Management Inc. TORONTO, A6Q2 2026 38$2.6B
TCI Wealth Advisors, Inc. Tucson, AZQ2 2026 265$2.3B
Texas Permanent School Fund Corp. AUSTIN, TXQ2 2026 15$2.3B
Thematics Asset Management PARIS, I0Q3 2025 125$2.2B
Tang Capital Management LLC SAN DIEGO, CAQ2 2026 41$2.2B
TIG Advisors, LLC New York, NYQ2 2026 100$2.2B
Traynor Capital Management, Inc. MALVERN, PAQ2 2026 335$2.1B
Thoroughbred Financial Services, LLC BRENTWOOD, TNQ2 2026 624$2.1B
TruWealth Advisors, LLC Metairie, LAQ1 2026 182$2.1B
Tectonic Advisors LLC FRISCO, TXQ2 2026 289$2.1B
Trek Financial, LLC Scottsdale, AZQ2 2026 501$2.0B
Toyota Motor Corp./ JAPAN, M0Q2 2026 2$2.0B
Trinity Street Asset Management LLP LONDON, X0Q2 2026 23$1.9B
Tao Capital Management LP SAN FRANCISCO, CAQ2 2026 6$1.9B
Triglav Investments, D.O.O. LJUBLJANA, 2AQ2 2026 184$1.9B
Turtle Creek Wealth Advisors, LLC DALLAS, TXQ2 2026 514$1.9B
TOMS Capital Investment Management LP NEW YORK, NYQ2 2026 16$1.9B
Texas Capital Bank Wealth Management Services Inc Dallas, TXQ2 2026 349$1.9B
Thomasville National Bank THOMASVILLE, GAQ2 2026 241$1.8B
Trans-Canada Capital Inc. MONTREAL, A8Q2 2026 21$1.8B
True Link Financial Advisors, LLC SAN FRANCISCO, CAQ2 2026 104$1.7B
Tiaa Trust, National Association CHARLOTTE, NCQ2 2026 347$1.7B
Triad Wealth Partners, LLC LAWRENCE, KSQ2 2026 553$1.7B
Theleme Partners LLP London, X0Q2 2026 9$1.7B
Trustmark Bank Trust Department JACKSON, MSQ2 2026 278$1.7B
Transform Wealth, LLC GREENWOOD VILLAGE, COQ1 2025 242$1.7B
Triodos Investment Management BV DRIEBERGEN-RIJSENBURG, P7Q2 2026 50$1.6B
Tradition Wealth Management, LLC EDINA, MNQ2 2026 538$1.6B
Trust Asset Management LLC HOUSTON, TXQ2 2026 229$1.6B
Tandem Investment Advisors, Inc. CHARLESTON, SCQ2 2026 68$1.5B
Titleist Asset Management, LLC SAN ANTONIO, TXQ2 2026 410$1.5B
Transcend Capital Advisors, LLC MADISON, NJQ2 2026 814$1.5B
Torno Capital, LLC COHASSET, MAQ2 2026 31$1.5B
Tompkins Financial Corp. ITHACA, NYQ2 2026 548$1.4B
Tensor Edge Capital, LLC BOSTON, MAQ2 2026 17$1.4B
Traphagen Investment Advisors LLC ORADELL, NJQ2 2026 219$1.4B
Telemark Asset Management, LLC BOSTON, MAQ2 2026 57$1.4B
Teewinot Capital Advisers, L.L.C. Norwalk, CTQ2 2026 31$1.4B
Talbot Financial, LLC BELLEVUE, WAQ2 2026 71$1.4B
Tortoise Investment Management, LLC WHITE PLAINS, NYQ2 2026 252$1.3B
Tweedy, Browne Co LLC Stamford, CTQ2 2026 91$1.3B
TCV Trust & Wealth Management, Inc. RICHMOND, VAQ2 2026 226$1.3B
True Freedom Investing, LLC COEUR D'ALENE, IDQ2 2026 97$1.3B
TD Capital Management LLC MEMPHIS, TNQ2 2026 797$1.2B
Tributary Capital Management, LLC OMAHA, NEQ2 2026 135$1.2B
Thames Capital Management LLC Roseland, NJQ2 2026 56$1.2B
TritonPoint Partners, LLC CHEVY CHASE, MDQ2 2026 351$1.2B
Trust Co. of Toledo NA HOLLAND, OHQ2 2026 865$1.2B
Transamerica Financial Advisors, LLC CEDAR RAPIDS, IAQ2 2026 2,188$1.2B
Trust Point Inc. LA CROSSE, WIQ2 2026 463$1.2B
Tanglewood Wealth Management, Inc. HOUSTON, TXQ2 2026 44$1.2B
Townsend & Associates, Inc WESTMINSTER, COQ2 2026 114$1.2B
Two Sigma Securities, LLC NEW YORK, NYQ2 2026 1,668$1.2B
TRUE Private Wealth Advisors Salem, ORQ2 2026 283$1.2B
Tanager Wealth Management LLP Goring On Thames, X0Q2 2026 158$1.1B
Telos Capital Management, Inc. SAN DIEGO, CAQ2 2026 201$1.1B
Tairen Capital Ltd HONG KONG, K3Q2 2026 44$1.1B
Triple Frond Partners LLC SAN FRANCISCO, CAQ2 2026 13$1.1B
Tower Bridge Advisors WEST CONSHOHOCKEN, PAQ2 2026 222$1.1B
Trust Co MANHATTAN, KSQ2 2026 908$1.1B
Trivium Point Advisory, LLC WILTON, CTQ2 2026 354$1.1B
Taikang Asset Management (Hong Kong) Co Ltd HONG KONG, K3Q2 2026 77$1.1B
Three Seasons Wealth, LLC SALT LAKE CITY, UTQ2 2026 180$1.1B
Taiyo Life Insurance Co. CHUO-KU, TOKYO, M0Q2 2026 11$1.1B
TriCert Investment Counsel Inc. WATERLOO, A6Q2 2026 88$1.1B
Teamwork Financial Advisors, LLC San Antonio, TXQ2 2026 184$1.1B
Tamar Securities, LLC Woodland Hills, CAQ2 2026 90$1.1B
True North Advisors, LLC Dallas, TXQ2 2026 291$1.0B
Tetrad Corp. Omaha, NEQ2 2026 3$1.0B
Toth Financial Advisory Corp. LEESBURG, VAQ2 2026 876$1.0B
Tritonpoint Wealth, LLC CHEVY CHASE, MDQ2 2026 281$1.0B
Taurus Asset Management, LLC New York, NYQ1 2025 87$986.2M
Twin Focus Capital Partners, LLC Boston, MAQ2 2026 170$982.7M
Total Investment Management Inc. SCOTTSDALE, AZQ2 2026 89$948.4M
Trybe Capital Management LP GREENWICH, CTQ2 2026 7$929.3M
TFO Wealth Partners, LLC MAUMEE, OHQ2 2026 65$919.3M
Twin Capital Management Inc. MCMURRAY, PAQ2 2026 269$916.4M
Tennessee Valley Asset Management Partners KNOXVILLE, TNQ2 2026 204$906.5M
TFC Financial Management, Inc. BOSTON, MAQ2 2026 1,034$902.3M
Titan Investment Solutions Ltd LONDON, X0Q2 2026 60$893.7M
TCP Asset Management, LLC Upper Arlington, OHQ2 2026 141$882.1M
Thompson Investment Management, Inc. MADISON, WIQ2 2026 504$871.6M
Tran Capital Management, L.P. SAN RAFAEL, CAQ2 2026 66$868.7M
Talon Private Wealth, LLC THE VILLAGES, FLQ2 2026 231$854.9M
Tri Locum Partners LP NEW YORK, NYQ2 2026 19$813.2M
Think Investments LP San Francisco, CAQ2 2026 21$811.4M
Third View Private Wealth, LLC WESTPORT, CTQ2 2026 288$810.8M
TrueMark Investments, LLC CHICAGO, ILQ2 2026 187$798.2M
Technology Crossover Management X, Ltd. MENLO PARK, CAQ2 2026 6$795.2M
Tsfg, LLC LAKE FOREST, ILQ2 2026 891$793.9M
Titan Global Capital Management USA LLC NEW YORK, NYQ2 2026 78$789.5M
Tobias Financial Advisors, Inc. Plantation, FLQ2 2026 147$787.3M
TT International Asset Management LTD LONDON, X0Q2 2026 49$783.3M
Topsail Wealth Management, LLC CHARLOTTE, NCQ2 2026 297$783.3M
Thrive Wealth Management, LLC AUDUBON, PAQ2 2026 254$777.1M
Trifecta Capital Advisors, LLC NORTHBROOK, ILQ2 2026 493$776.3M
TRB Wealth Management, LLC HOUSTON, TXQ2 2026 296$751.3M
Tolleson Wealth Management, Inc. DALLAS, TXQ2 2026 96$741.9M
Torray Investment Partners LLC Bethesda, MDQ2 2026 91$741.3M
Triasima Portfolio Management inc. MONTREAL, A8Q2 2026 127$740.3M
ThornTree Capital Partners LP Boston, MAQ2 2026 19$731.3M
Tensile Capital Management LP LARKSPUR, CAQ2 2026 22$724.3M
Towercrest Capital Management NEWTOWN, PAQ2 2026 110$717.4M
Tyche Wealth Partners LLC PLANO, TXQ2 2026 339$712.4M
TrinityPoint Wealth, LLC MILFORD, CTQ4 2024 334$711.7M
Trust Co of the South GREENSBORO, NCQ2 2026 146$710.2M
Tulsa Wealth Advisors, INC TULSA, OKQ2 2026 166$710.2M
TLT Family Holdco ULC Toronto, A6Q2 2026 9$703.9M
Tarbox Family Office, Inc. NEWPORT BEACH, CAQ2 2026 96$698.2M
Texas Treasury Safekeeping Trust Co. AUSTIN, TXQ2 2026 6$692.1M
Technology Crossover Management IX, Ltd. MENLO PARK, CAQ2 2026 6$689.9M
Toews Corp. NORTHFIELD, NJQ2 2026 150$685.7M
Talos Eurisko Asset Management LP NEW YORK, NYQ2 2026 24$681.3M
Tempo Wealth, LLC INDEPENDENCE, OHQ2 2026 237$675.2M
Truvestments Capital LLC SARASOTA, FLQ2 2026 1,150$673.1M
TSG Advice Partners, LLC COLUMBUS, OHQ1 2026 135$667.4M
Three Arch Wealth Management LLC IRVINE, CAQ2 2026 69$651.9M
Twin Tree Management, LP DALLAS, TXQ2 2026 420$642.1M
Trails Edge Capital Partners, LP ATLANTA, GAQ2 2026 35$629.9M
Third Avenue Management LLC NEW YORK, NYQ2 2026 55$625.3M
TB Alternative Assets Ltd. HONG KONG, K3Q2 2026 34$623.1M
TruNorth Capital Management, LLC KALAMAZOO, MIQ2 2026 123$622.6M
Tyler-Stone Wealth Management Beachwood, OHQ2 2025 330$621.0M
Te Ahumairangi Investment Management Ltd WELLINGTON, Q2Q2 2026 86$619.9M
TLWM SAN ANTONIO, TXQ2 2026 73$614.9M
Tetragon Partners GP Ltd GRAND CAYMAN, E9Q2 2026 32$614.3M
Turim 21 Investimentos Ltda. RIO DE JANEIRO, D5Q2 2026 121$613.3M
Twele Capital Management, Inc. MINNETONKA, MNQ2 2026 40$612.3M
Tufton Capital Management HUNT VALLEY, MDQ2 2026 127$596.0M
Triata Capital Ltd HONG KONG, K3Q2 2026 12$588.3M
Trust Co of Tennessee KNOXVILLE, TNQ2 2026 8$572.3M
Tradewinds Capital Management, LLC BELLINGHAM, WAQ2 2026 715$562.6M
Twinbeech Capital LP PURCHASE, NYQ2 2026 352$552.6M
Triumph Capital Management DENVER, COQ2 2026 1,861$552.0M
TBH Global Asset Management, LLC Brentwood, TNQ2 2026 263$545.9M
Trigran Investments, Inc. NORTHBROOK, ILQ2 2026 17$545.3M
Townsquare Capital LLC Lehi, UTQ2 2026 284$543.8M
Technology Crossover Management XI, Ltd. MENLO PARK, CAQ2 2026 2$532.8M
Thrive Capital Management, LLC FORT WASHINGTON, PAQ2 2026 170$530.5M
Total Clarity Wealth Management, Inc. ST. CHARLES, ILQ2 2026 361$514.6M
Tempus Wealth Planning, LLC IRVINE, CAQ2 2026 281$511.0M
Towneley Capital Management, Inc / DE LAGUNA HILLS, CAQ2 2026 46$509.5M
Triangle Securities Wealth Management RALEIGH, NCQ2 2026 213$503.7M
Trinity Legacy Partners, LLC HOUSTON, TXQ2 2026 109$500.4M
Twelve Points Wealth Management LLC CONCORD, MAQ2 2026 213$499.1M
TRV GP V, LLC Boston, MAQ2 2026 3$498.2M
Timothy G. Youngquist 2020 Irrevocable Trust FORT MYERS, FLQ2 2026 70$498.2M
Tortoise Index Solutions, LLC OVERLAND PARK, KSQ1 2024 64$496.8M
Timber Creek Capital Management LLC BOSTON, MAQ2 2026 80$489.9M
TAP Consulting, LLC KIRKWOOD, MOQ4 2024 153$489.1M
Triune Financial Partners, LLC OVERLAND PARK, KSQ2 2026 49$478.9M
Trustees of Columbia University in the City of New York NEW YORK, NYQ2 2026 3$467.8M
Talaria Asset Management Pty Ltd MELBOURNE, C3Q2 2026 12$467.3M
TMD Wealth Management, LLC SCOTTSDALE, AZQ2 2024 54$456.0M
Tyro Capital Management LLC MIAMI, FLQ2 2026 15$445.7M
Tillman Hartley LLC ORLANDO, FLQ2 2026 94$445.1M
Tradewinds, LLC. RALEIGH, NCQ2 2026 215$444.3M
Tidemark, LLC SAN DIEGO, CAQ2 2026 935$444.2M
TrueWealth Advisors, LLC BIRMINGHAM, ALQ2 2026 235$443.6M
Twin Peaks Wealth Advisors, LLC SAN FRANCISCO, CAQ2 2026 226$441.5M
Turiya Advisors Asia Ltd HONG KONG, K3Q2 2026 3$439.6M
Truefg, LLC CEDAR PARK, TXQ2 2026 75$428.2M
True Wealth Design, LLC AKRON, OHQ2 2026 2,655$420.5M
Thiel Macro LOS ANGELES, CAQ2 2026 8$418.7M
TSP Capital Management Group, LLC Summit, NJQ2 2026 43$418.0M
Tobam PARIS, I0Q2 2026 258$411.9M
Taylor Hoffman Capital Management LLC RICHMOND, VAQ2 2026 122$411.6M
Teramo Advisors, LLC Naples, FLQ2 2026 3$409.8M
Tiff Advisory Services, LLC RADNOR, PAQ2 2026 19$407.9M
Tactive Advisors, LLC Jacksonville, FLQ2 2026 282$405.9M
Tucker Asset Management LLC LITTLETON, COQ2 2026 430$404.8M
Three Bridge Wealth Advisors, LLC LOS ALTOS, CAQ2 2026 87$399.3M
TriaGen Wealth Management LLC Calabasas, CAQ2 2026 182$398.6M
Trust Co. of Oklahoma TULSA, OKQ2 2026 140$389.2M
Trinity Financial Advisors LLC COLUMBUS, OHQ2 2026 95$389.1M
Terril Brothers, Inc. St. Louis, MOQ2 2026 71$387.8M
Topline Capital Management, LLC SANTA MONICA, CAQ2 2026 36$385.7M
Team Hewins, LLC FOSTER CITY, CAQ2 2026 40$365.5M
Tilson Financial Group, Inc. NEW PROVIDENCE, NJQ2 2026 86$363.6M
TigerOak Management, L.L.C. NASHVILLE, TNQ2 2026 139$356.0M
TFR Capital, LLC. PLANO, TXQ2 2026 165$355.3M
Towarzystwo Funduszy Inwestycyjnych Pzu SA WARSAW, R9Q2 2026 690$354.8M
Timonier Family Office, LTD. WINSTON SALEM, NCQ2 2026 57$354.1M
TSA Wealth Managment LLC HOUSTON, TXQ2 2026 119$353.6M
Tree Line Advisors (Hong Kong) Ltd. CENTRAL, K3Q2 2026 3$351.1M
Tieton Capital Management, LLC YAKIMA, WAQ2 2026 37$347.8M
Technology Crossover Management VIII, Ltd. MENLO PARK, CAQ2 2026 5$346.0M
TPG Financial Advisors, LLC PORTLAND, ORQ2 2026 81$334.8M
Trustees of Dartmouth College HANOVER, NHQ2 2026 11$334.6M
Towne Trust Company, N.A NEWPORT NEWS, VAQ2 2026 323$329.5M
Tikvah Management LLC Charlotte, NCQ2 2026 19$329.2M
Tred Avon Family Wealth, LLC EASTON, MDQ2 2026 262$326.7M
Tabor Asset Management, LP NEW YORK, NYQ2 2026 46$326.3M
Thomas J. Herzfeld Advisors, Inc. MIAMI BEACH, FLQ2 2026 129$325.8M
Triton Wealth Management, PLLC SUN CITY, AZQ2 2026 133$325.5M
Town & Country Bank & Trust CO dba First Bankers Trust CO Louisville, KYQ2 2026 153$321.1M
TMB Capital Partners, LLC LITTLE ROCK, ARQ2 2026 177$320.6M
Tiller Private Wealth, Inc. BETHLEHEM, PAQ2 2026 69$319.3M
Transatlantique Private Wealth LLC NEW YORK, NYQ4 2025 206$318.8M
Thor Trading Advisors, LLC GREENSBURG, PAQ2 2026 39$318.7M
Theory Financial LLC FORT COLLINS, COQ2 2026 99$317.3M
Ticino Wealth MISSION VIEJO, CAQ2 2026 135$317.1M
Tencap Wealth Coaching, LLC SOUTH JORDAN, UTQ2 2026 20$315.4M
Trinity Wealth Management, LLC BERWYN, PAQ2 2026 74$315.2M
TAGStone Capital, Inc. CHARLOTTE, NCQ2 2026 139$314.6M
Townsend Asset Management Corp. /NC/ RALEIGH, NCQ2 2026 195$311.8M
Tenon Financial LLC METUCHEN, NJQ2 2026 61$310.9M
Tandem Financial, LLC GREENWOOD VILLAGE, COQ2 2026 99$310.8M
Tanglewood Legacy Advisors, LLC HOUSTON, TXQ2 2026 280$309.8M
Ted Buchan & Co San Diego, CAQ2 2026 95$305.7M
Tekne Capital Management, LLC NEW YORK, NYQ2 2026 6$305.6M
Texas Bank & Trust Co LONGVIEW, TXQ2 2026 185$305.1M
Traveka Wealth, LLC LOS ALTOS, CAQ2 2026 199$300.7M
TCFG Investment Advisors, LLC LAGUNA NIGUEL, CAQ2 2026 299$296.8M
Towle & Co. DENVER, COQ2 2026 59$295.1M
TrustBank OLNEY, ILQ2 2026 175$294.6M
Torrey Growth & Income Advisors DEL MAR, CAQ2 2026 108$294.5M
TFG Advisers LLC Auburn Hills, MIQ2 2025 208$291.9M
Trellis Wealth Advisors LLC San Luis Obispo, CAQ2 2026 49$291.3M
Tranquility Partners, LLC Brentwood, TNQ2 2026 232$291.0M
TKG Advisors, LLC VALPARAISO, INQ2 2026 94$287.9M
Towerpoint Wealth, LLC SACRAMENTO, CAQ2 2026 113$287.9M
Trueblood Wealth Management, LLC LIMA, OHQ2 2026 261$286.5M
Thomas Story & Son LLC CULVER, INQ2 2026 53$282.8M
TradeWell Securities, LLC. Fort Wayne, INQ2 2026 52$280.1M
TNF LLC BILLINGS, MTQ3 2024 125$277.5M
Tumwater Wealth Management, LLC Boise, IDQ2 2026 33$276.5M
Tiemann Investment Advisors, LLC MENLO PARK, CAQ2 2026 207$276.1M
Thurston, Springer, Miller, Herd & Titak, Inc. INDIANAPOLIS, INQ2 2026 1,236$274.9M
TL Private Wealth SOUTHLAKE, TXQ2 2026 54$272.7M
Thomist Capital Management, LP Houston, TXQ2 2026 39$271.2M
Titan Wealth (CI) Ltd ST PETER PORT, Y7Q2 2026 51$269.3M
TCFG Wealth Management, LLC LAGUNA NIGUEL, CAQ1 2026 274$267.5M
Troluce Capital Advisors LLC DORADO, PRQ2 2026 12$267.0M
Twin Lakes Capital Management, LLC REDWOOD SHORES, CAQ2 2026 208$261.5M
Tealwood Asset Management Inc. Minneapolis, MNQ2 2026 121$260.5M
Transcendent Capital Group LLC EDMOND, OKQ2 2026 128$257.1M
Tull Financial Group, Inc. CHESAPEAKE, VAQ2 2026 35$255.5M
Tribridge Partners Financial LLC COLUMBIA, MDQ2 2026 82$255.2M
Texas Capital Bancshares Inc Dallas, TXQ3 2025 416$254.1M
TRV GP Iv, LLC Boston, MAQ2 2026 2$253.7M
Tandem Wealth Advisors LLC PHOENIX, AZQ2 2026 48$251.2M
Two Point Capital Management, Inc. Pittsford, NYQ2 2026 30$248.2M
True Blue (BVI) Ltd ROAD TOWN, D8Q2 2026 3$247.8M
Torque Asset Management LLC Omaha, NEQ2 2026 11$247.0M
TTP Investments, Inc. San Jose, CAQ2 2026 30$246.5M
Taylor Securities Services, Inc. HARRISBURG, PAQ2 2026 63$245.9M
Taylor Hoffman Wealth Management Richmond, VAQ2 2024 111$245.5M
Trademark Financial Management, LLC Bloomington, MNQ2 2026 107$244.2M
Tejara Capital Ltd London, X0Q2 2026 66$243.3M
Threadgill Financial, LLC SPRING, TXQ2 2026 36$242.6M
TrueWealth Financial Partners BELLEVUE, WAQ2 2026 28$242.0M
Thayer Partners, LLC / MA WYNDMOOR, PAQ2 2026 100$241.6M
Tandem Capital Management Corp. WOODCLIFF LAKE, NJQ2 2026 118$237.8M
Tableaux LLC STOCKBRIDGE, MAQ2 2026 120$237.5M
True Blue Financial, LLC STEVENSVILLE, MIQ2 2026 61$236.9M
Trail Ridge Investment Advisors, LLC FORT COLLINS, COQ2 2026 93$236.8M
TAM Capital Management Inc. STAMFORD, CTQ2 2026 9$236.5M
Team Financial Group, LLC TEMECULA, CAQ2 2026 56$235.5M
Trevian Wealth Management LLC WESTON, MAQ2 2026 45$234.6M
Tounjian Advisory Partners, LLC FORT MYERS, FLQ2 2026 789$233.8M
TRB Advisors LP NEW YORK, NYQ2 2026 6$232.9M
Turning Point Benefit Group, Inc. FREDERICK, MDQ2 2026 109$232.5M
TRV GP Vi, LLC Boston, MAQ2 2026 4$232.3M
tru Independence LLC PORTLAND, ORQ2 2026 108$228.7M
Tower View Wealth Management LLC SHOREWOOD, WIQ2 2026 205$227.4M
TFB Advisors LLC OVERLAND PARK, KSQ2 2026 190$227.0M
True Wind Capital Management, L.P. San Francisco, CAQ2 2026 2$225.8M
Tudor Financial Inc. DAYTON, OHQ2 2026 152$222.5M
Tiger Pacific Capital LP NEW YORK, NYQ2 2026 10$218.3M
Turas Capital Management LP BOSTON, MAQ2 2026 59$217.7M
Tassel Capital Management, Inc. MATTHEWS, NCQ2 2026 45$213.7M
Taylor Frigon Capital Management LLC SCOTTSDALE, AZQ2 2026 93$213.6M
Tilia Fiduciary Partners, Inc. WILMINGTON, NCQ2 2026 127$211.0M
Three Cord True Wealth Management, LLC Beaver, PAQ2 2026 43$210.2M
Trust Investment Advisors INDIANAPOLIS, INQ2 2026 97$209.4M
Topel & Distasi Wealth Management, LLC BERKELEY, CAQ2 2026 57$207.3M
Tenret Co LLC TAMPA, FLQ1 2026 33$207.0M
Treasure Coast Financial Planning VERO BEACH, FLQ2 2026 48$205.0M
Taylor & Morgan Wealth Management, LLC TROY, MIQ2 2026 89$202.9M
Tower Wealth Partners, Inc. LEWISBURG, PAQ2 2026 101$202.6M
Two West Capital Advisors LLC Overland Park, KSQ2 2026 101$201.2M
Thompson David Blair CHARLOTTE, NCQ2 2026 212$200.0M
Tri Ri Asset Management Corp TORONTO, A6Q3 2024 29$197.4M
Torren Management, LLC SAN DIEGO, CAQ2 2026 948$196.7M
Twin Securities, Inc. New York, NYQ2 2026 11$195.8M
Trust Co of Kansas WICHITA, KSQ2 2026 59$195.0M
True Vision MN LLC WOODBURY, MNQ1 2026 98$193.9M
TMT General Partner Ltd HONG KONG, K3Q2 2026 3$193.8M
Traction Financial Partners, LLC LITTLETON, COQ2 2026 61$188.3M
Trivant Custom Portfolio Group, LLC SAN DIEGO, CAQ2 2026 82$187.8M
Thoma Capital Management LLC TOWSON, MDQ2 2026 53$187.5M
Ti-Trust, Inc. QUINCY, ILQ2 2026 132$186.0M
Tranquilli Financial Advisor LLC Clinton, NJQ2 2026 135$185.8M
Tru Independence Asset Management 2, LLC PORTLAND, ORQ2 2026 97$184.7M
Tacita Capital Inc TORONTO, A6Q2 2026 214$184.2M
Triavera Capital LLC LARKSPUR, CAQ2 2026 15$183.8M
Tevis Investment Management PLANO, TXQ2 2026 104$182.8M
TB Capital Gestao de Recursos Ltda. Rio de Janeiro, D5Q2 2026 19$182.7M
TPG Advisors LLC NORTHFIELD, ILQ2 2026 115$182.2M
Taylor Financial Group, Inc. Roanoke, VAQ2 2026 103$181.9M
Three Magnolias Financial Advisors, LLC WINSTON-SALEM, NCQ2 2026 112$179.5M
Thryve Wealth Management LLC IRVING, TXQ2 2026 38$178.9M
TLW Wealth Management, LLC INDIAN ROCKS BEACH, FLQ2 2026 20$176.7M
Thor Investment Management Inc. /Oh/ CINCINNATI, OHQ2 2026 48$175.5M
Triton Financial Group Inc Oklahoma City, OKQ2 2026 99$173.7M
Teton Advisors, LLC GREENWICH, CTQ2 2026 157$173.0M
Tailwinds Wealth, LLC VADNAIS HEIGHTS, MNQ2 2026 89$169.3M
Thompson Davis & Co., Inc. RICHMOND, VAQ2 2026 168$167.2M
Taconic Capital Advisors LP NEW YORK, NYQ2 2026 11$166.0M
TopTier Wealth Management, LLC MUSKEGO, WIQ2 2026 133$165.5M
TOWER TRUST & INVESTMENT Co DAVENPORT, IAQ2 2026 247$164.8M
Teton Advisors, Inc. Rye, NYQ2 2025 184$164.3M
Totem Point Management, LLC New York, NYQ2 2026 18$163.5M
Terra Nova Asset Management LLC NEW YORK, NYQ2 2026 93$163.4M
Tme Financial, Inc. Huntington Beach, CAQ2 2026 70$162.0M
Tiptree Advisors, LLC NEW YORK, NYQ2 2026 24$161.8M
Trium Capital LLP LONDON, X0Q2 2026 50$158.7M
Truffle Hound Capital, LLC BETHESDA, MDQ2 2026 46$158.6M
Town Capital LLC BEL AIR, MDQ2 2026 75$157.7M
Tide Cove Capital Partners LLC SAN DIEGO, CAQ2 2026 13$154.6M
TFJ Management, LLC SOMERVILLE, MAQ2 2026 10$153.4M
Trace Wealth Advisors, LLC Los Angeles, CAQ2 2026 69$152.8M
Towerview LLC NEW YORK, NYQ2 2026 16$152.5M
Tannin Capital LLC CHARLOTTE, NCQ2 2026 169$152.2M
True Light Capital Pte. Ltd. SINGAPORE, U0Q2 2026 8$151.7M
TTRF Capital Ltd NICOSIA, G4Q2 2026 13$151.7M
Teilinger Capital Ltd. HOUSTON, TXQ2 2026 6$151.4M
Themes Management Co LLC GREENWICH, CTQ2 2026 120$150.9M
Turn8 Private Wealth Inc. POINTE CLAIRE, A8Q2 2026 54$149.9M
Tuttle Capital Management, LLC RIVERSIDE, CTQ2 2026 116$148.4M
Tribune Investment Group LP NEW YORK, NYQ2 2026 32$148.1M
Tepp RIA, LLC WESTFIELD, NJQ2 2026 49$147.5M
Tenzing Financial LLC WILLIAMSBURG, VAQ2 2026 84$145.6M
Twin Peaks Capital Ltd HONG KONGQ2 2026 13$144.9M
Twin City Private Wealth, LLC WINSTON-SALEM, NCQ2 2026 104$142.6M
Travelers Companies, Inc. NEW YORK, NYQ2 2026 2$141.6M
Two Creeks Capital Management, LP New York, NYQ2 2026 13$139.5M
Total Wealth Planning & Management, Inc. Ponte Vedra Beach, FLQ2 2026 189$137.9M
Trustco Bank Corp. N Y ALBANY, NYQ2 2026 77$137.1M
Templeton & Phillips Capital Management, LLC LOOKOUT MOUNTAIN, TNQ2 2026 52$137.1M
Timmons Wealth Management, LLC ATTLEBORO, MAQ2 2026 74$136.7M
Transmarket Holdings LP CHICAGO, ILQ2 2026 33$136.3M
Telligent Fund, LP HONG KONG, K3Q2 2026 23$135.7M
Targeted Financial Services LLC SEMINOLE, FLQ2 2026 63$135.5M
Tsai Capital Corp New York, NYQ2 2026 17$135.3M
Titan Investment Management LLC INDIANAPOLIS, INQ2 2026 38$135.1M
Tenet Wealth Partners, LLC CHAMPAIGN, ILQ2 2026 101$134.5M
Talisman Wealth Advisors LLC MOUNTAINSIDE, NJQ2 2026 110$134.4M
Tortuga Wealth Management, Inc TORRANCE, CAQ2 2026 135$131.8M
Troutman Wealth Management, LLC MALVERN, PAQ2 2026 38$130.0M
Tandem Investment Partners LLC Bordentown, NJQ2 2026 76$129.7M
TenCore Partners, LP NEW YORK, NYQ2 2026 15$128.4M
TT Capital Management LLC Gilbert, AZQ2 2026 77$128.4M
Twin Lions Management LLC Stamford, CTQ2 2026 9$127.5M
TCM Advisors, LLC MARTINSBURG, WVQ2 2026 62$127.5M
Topor & Co. Korea SEOUL, M5Q2 2026 19$126.9M
Tenere Capital LLC NEW YORK, NYQ2 2026 23$125.9M
Tandemgrowth Financial Advisors LLC ALPHARETTA, GAQ2 2026 27$122.4M
Torrey-Payne Wealth Management, LLC PASADENA, CAQ2 2026 39$121.6M
Tenzing Global Management, LLC SAN FRANCISCO, CAQ2 2026 18$118.8M
TrustWell Financial Advisors, LLC Jacksonville, FLQ2 2026 78$117.9M
TABR Capital Management, LLC ORANGE, CAQ2 2026 54$117.4M
Twin Cities Retirement Group LLC PLYMOUTH, MNQ2 2026 22$116.8M
Teca Partners, LP Austin, TXQ2 2026 8$116.3M
Titiun Yejiel PUNTA DEL ESTE, X3Q2 2026 39$115.0M
Townsend Financial Planning, LLC MT STERLING, KYQ2 2026 30$114.7M
TSG Consumer Partners LP Larkspur, CAQ2 2026 1$114.0M
Teucrium Investment Advisors, LLC BURLINGTON, VTQ2 2026 47$112.4M
Traub Capital Management LLC NEEDHAM, MAQ2 2026 132$112.1M
Town Lane Management LP NEW YORK, NYQ2 2026 3$112.0M
truNorth Financial Services, Inc. Chambersburg, PAQ2 2026 59$111.7M
Three Bearings Fiduciary Advisors, Inc. HAMPTON, NHQ2 2026 312$111.6M
Thayer Financial, L.L.C. HICKORY, NCQ2 2026 33$110.0M
Trask Adam Roland GRAND RAPIDS, MIQ1 2026 190$105.7M
TOP Private Wealth LLC. GLASTONBURY, CTQ2 2026 139$104.2M
Trustees of the University of Pennsylvania Philadelphia, PAQ2 2026 5$104.2M
Trailhead Planners LLC EDINA, MNQ2 2026 57$103.4M
Turner Financial Group, Inc. PACE, FLQ2 2026 112$100.5M
Terra Alpha Investments LLC Washington, DCQ4 2025 32$97.7M
Treynor Bancshares, Inc. TREYNOR, IAQ4 2024 50$94.7M
Triad Investment Management NEWPORT BEACH, CAQ2 2026 34$90.7M
Teachers Insurance & Annuity Association of America NEW YORK, NYQ2 2026 76$90.6M
T3 Companies, LLC NEW YORK, NYQ2 2026 125$87.5M
Tripletail Wealth Management, LLC ORLANDO, FLQ2 2026 278$86.9M
Truxt Investmentos Ltda. RIO DE JANEIRO, D5Q2 2026 17$86.6M
Triveni Capital Investments LP STAMFORD, CTQ2 2026 15$83.8M
Timelo Investment Management Inc. Aurora, A6Q2 2026 47$80.0M
TCG Capital Management, LP PLAYA VISTA, CAQ2 2026 1$73.6M
Tikehau Investment Management PARIS, I0Q3 2025 19$68.4M
Timbuktu Capital Management, LLC BOSTON, MAQ2 2026 243$66.5M
Teleios Capital Partners GmbH Zug, V8Q3 2025 1$65.7M
Titan Managers, LLC SCOTTSDALE, AZQ3 2024 5$63.6M
Tanaka Capital Management Inc. NEW YORK, NYQ1 2026 43$59.9M
Texas County & District Retirement System AUSTIN, TXQ2 2026 1$54.6M
Teza Capital Management LLC CHICAGO, ILQ2 2026 119$51.8M
Total Wealth Planning, LLC CINCINNATI, OHQ4 2025 39$46.7M
Towarzystwo Funduszy Inwestycyjnych Allianz Polska S.A. WARSZAWA, R9Q2 2026 39$46.6M
Toronado Partners, LLC SAN FRANCISCO, CAQ2 2026 11$35.5M
TLS Advisors LLC MIAMI, FLQ2 2026 17$34.0M
Tybourne Capital Management (hk) Ltd. HONG KONG, K3Q3 2025 4$30.9M
Tiger Management L.L.C. NEW YORK, NYQ3 2024 1$22.8M
Trustees of the Smith College NORTHAMPTON, MAQ3 2024 2$18.3M
Takeda Pharmaceutical Co. Ltd. Tokyo, M0Q3 2025 8$16.4M
Twenty Acre Capital LP NEWTOWN, PAQ3 2025 1$12.4M
Transce3nd, LLC BUDA, TXQ2 2026 170$11.3M
TradeLink Capital LLC CHICAGO, ILQ2 2026 21$10.2M
Tyndall Capital Partners L P NEW YORK, NYQ2 2026 1$0
Thomas H Lee Partners LP BOSTON, MAQ2 2026 1$0
TVL Management Corp. MENLO PARK, CAQ2 2026 1$0
Two Sigma Advisers, LP NEW YORK, NYQ2 2026 1$0
Tarsadia Capital, LLC New York, NYQ2 2026 1$0
Taproot Management LP NEW YORK, NYQ2 2026 1$0
Turner Capital Investments, LLC AUSTIN, TXQ2 2026 1$0
TA Associates, L.P. Boston, MAQ3 2024 1$0
Touchstone Capital, Inc. PITTSBURGH, PAQ4 2025 1$0
Triatomic Management LP Palo Alto, CAQ3 2024 1$0
Taika Capital, LP SUNNY ISLES BEACH, FLQ1 2025 1$0
TCWP LLC Beachwood, OHQ3 2024 1$0
Tallon Kerry Patrick PITTSFORD, NYQ4 2024 1$0