Directory · every 13F filer
13F filers starting with W
All Funds · W
| Manager | Location | Latest Filing | Positions | 13F Reported Value |
|---|---|---|---|---|
| W1M Investment Management Ltd | London, X0 | Q2 2026 | 1 | $0 |
| Waterfront Capital Partners, LLC | NEW YORK, NY | Q2 2026 | 1 | $0 |
| Walnut Level Capital LLC | DENVER, CO | Q2 2026 | 1 | $0 |
| Weiss Multi-Strategy Advisers LLC | NEW YORK, NY | Q1 2024 | 1 | $0 |
| WMS Partners, LLC | TOWSON, MD | Q3 2025 | 1 | $0 |
| West Coast Financial LLC | SANTA BARBARA, CA | Q2 2025 | 1 | $0 |
| Windham Capital Management, LLC | BOSTON, MA | Q3 2024 | 1 | $0 |
| Waterton Global Resource Management, Inc. | Toronto, A6 | Q3 2024 | 1 | $0 |
| Winder Pte. Ltd. | Singapore, U0 | Q4 2024 | 1 | $0 |
| Wolfswood Holdings, LLC | NEW YORK, NY | Q2 2026 | 5 | $4.4M |
| Wafra Inc. | New York, NY | Q2 2026 | 1 | $5.9M |
| Wilshire Advisors LLC | Santa Monica, CA | Q2 2026 | 7 | $10.3M |
| Wells Financial Advisors INC | FRAMINGHAM, MA | Q2 2026 | 42 | $10.8M |
| WuXi AppTec Co., Ltd. | Shanghai, F4 | Q3 2024 | 2 | $19.0M |
| Washington Harbour Partners LP | ARLINGTON, VA | Q2 2025 | 24 | $33.8M |
| West Tower Group, LLC | RICHMOND, VA | Q2 2026 | 45 | $35.6M |
| Wealthgate Family Office, LLC | BOULDER, CO | Q3 2024 | 14 | $35.9M |
| Worth Venture Partners, LLC | FORT LEE, NJ | Q2 2026 | 63 | $44.3M |
| Wynnchurch Capital Partners Iv, L.P. | ROSEMONT, IL | Q3 2025 | 1 | $44.8M |
| Western Asset Management Company, LLC | Pasadena, CA | Q3 2025 | 10 | $45.2M |
| Working Capital Advisors (UK) Ltd. | LONDON, X0 | Q2 2026 | 2 | $57.9M |
| Wise Wealth Partners | PHOENIX, AZ | Q2 2026 | 43 | $58.8M |
| Wellington Capital Management, Inc. | BETHESDA, MD | Q2 2025 | 81 | $66.9M |
| Winning Points Advisors, LLC | BOCA RATON, FL | Q2 2026 | 42 | $75.9M |
| WMS Group LLC | FOLSOM, LA | Q2 2026 | 57 | $77.5M |
| WestBridge Capital Management, LLC | Trianon, O4 | Q2 2026 | 1 | $79.5M |
| Walleye Partners, LLC | MADISON, WI | Q2 2026 | 59 | $87.7M |
| Wellment Financial | ELMHURST, IL | Q2 2026 | 37 | $87.8M |
| Wiser Advisor Group LLC | PHOENIX, AZ | Q2 2026 | 229 | $91.3M |
| WD Thunder CV Ultimate GP LLC | Houston, TX | Q2 2026 | 1 | $93.5M |
| Wedgewood Investors Inc. | ERIE, PA | Q2 2026 | 110 | $97.4M |
| Willow Financial LLC | ROGERS, AR | Q1 2026 | 37 | $98.7M |
| Willow Creek Capital Management, Inc. | MISSOULA, MT | Q2 2026 | 100 | $103.0M |
| W Capital Management, LLC | NEW YORK, NY | Q1 2024 | 4 | $103.7M |
| Wernau Asset Management Inc. | Gloucester, MA | Q2 2026 | 48 | $105.5M |
| Wallace Advisory Group, LLC | LAFAYETTE, CA | Q2 2026 | 134 | $106.3M |
| Walsky Investment Management, Inc. | WYOMISSING, PA | Q2 2026 | 52 | $107.7M |
| Wellington Wealth Strategies, LLC. | INDIANAPOLIS, IN | Q4 2024 | 66 | $109.8M |
| Western Pacific Wealth Management, LP | LAKE FOREST, IL | Q2 2026 | 181 | $110.6M |
| Weaver C. Barksdale & Associates, Inc. | NASHVILLE, TN | Q2 2026 | 62 | $111.5M |
| Watershed Asset Management, L.L.C. | San Francisco, CA | Q2 2026 | 116 | $111.8M |
| Whitford Management LLC | NEW YORK, NY | Q2 2026 | 22 | $112.0M |
| Wintrust Investments LLC | CHICAGO, IL | Q4 2024 | 427 | $113.6M |
| WealthSpring Partners, LLC | LONG BEACH, CA | Q2 2026 | 71 | $116.4M |
| Wisconsin Wealth Advisors, LLC | SUN PRAIRIE, WI | Q2 2026 | 90 | $116.7M |
| Weber Capital Management LLC | Dover, MA | Q2 2026 | 13 | $117.5M |
| Wheels Up Wealth, Inc. | BENICIA, CA | Q2 2026 | 23 | $117.9M |
| Worthington Financial Partners, LLC | WORTHINGTON, OH | Q2 2026 | 99 | $120.8M |
| WFA of San Diego, LLC | SAN DIEGO, CA | Q2 2026 | 94 | $122.1M |
| Wall Capital Group, Inc. | PHOENIX, AZ | Q2 2026 | 30 | $122.2M |
| Worldly Partners Management, LLC | NEEDHAM, MA | Q2 2026 | 3 | $122.4M |
| Walsh & Associates, LLC | SARASOTA, FL | Q2 2026 | 245 | $122.4M |
| Wealth Advisory Team LLC | BELLEVUE, KY | Q2 2026 | 39 | $123.0M |
| Wealth Care LLC | MERRITT ISLAND, FL | Q2 2026 | 73 | $123.5M |
| Wagner Wealth Management, Corp | CONYNGHAM, PA | Q2 2026 | 101 | $123.8M |
| William Howard & Co Financial Advisors Inc | MEMPHIS, TN | Q2 2026 | 54 | $128.6M |
| Whitebark Investors LP | Incline Village, NV | Q2 2026 | 10 | $129.5M |
| Wolfstich Capital, LLC | MEDFIELD, MA | Q2 2026 | 19 | $129.5M |
| Wulff, Hansen & Co. | SAN RAFAEL, CA | Q2 2026 | 109 | $130.5M |
| Waycross Investment Management Co | BELLINGHAM, WA | Q2 2026 | 59 | $131.3M |
| Winter & Associates, Inc. | ST. PAUL, MN | Q2 2026 | 85 | $133.1M |
| Waystone Advisors LLC | REDMOND, WA | Q2 2026 | 110 | $134.1M |
| Western Reserve Capital Management, LLC | HUDSON, OH | Q2 2026 | 53 | $134.9M |
| WJ Financial Advisors LLC | KILLINGWORTH, CT | Q2 2026 | 136 | $136.0M |
| WealthPoint Financial, LLC | CRAMERTON, NC | Q2 2026 | 126 | $137.2M |
| Windward Management LP | Miami Beach, FL | Q2 2026 | 7 | $137.7M |
| Windsor Advisory Group, LLC | COLUMBUS, OH | Q2 2026 | 97 | $137.7M |
| Wilmar Advisors LLC | Juno Beach, FL | Q2 2026 | 23 | $138.1M |
| Wellington-Altus USA Inc. | WINNIPEG, MANITOBA, A2 | Q2 2026 | 661 | $140.3M |
| White Knight Strategic Wealth Advisors, LLC | PRINCETON, NJ | Q2 2026 | 89 | $142.8M |
| Woodside Wealth Management LLC | FRAMINGHAM, MA | Q2 2026 | 45 | $143.5M |
| Warm Springs Advisors Inc. | LARKSPUR, CA | Q2 2026 | 45 | $144.6M |
| Wynnefield Capital Inc. | NEW YORK, NY | Q2 2026 | 8 | $145.4M |
| Wiregrass Investment Management LLC | THOMASVILLE, GA | Q2 2026 | 113 | $146.8M |
| Winnacle Wealth LLC | WACO, TX | Q2 2026 | 137 | $147.1M |
| Whipplewood Advisors, LLC | LITTLETON, CO | Q2 2026 | 636 | $148.6M |
| Williams & Novak, LLC | WESTLAKE VILLAGE, CA | Q2 2026 | 145 | $149.5M |
| Womack Financial LLC | DALLAS, TX | Q2 2026 | 70 | $151.2M |
| Washington Capital Management, Inc. | SEATTLE, WA | Q2 2026 | 113 | $151.5M |
| WealthTrak Capital Management LLC | VIRGINIA BEACH, VA | Q2 2026 | 77 | $152.0M |
| WHI TRUST Co LLC | CHICAGO, IL | Q2 2026 | 59 | $154.7M |
| WLTH Capital Management, LLC | CHANDLER, AZ | Q2 2026 | 29 | $156.0M |
| waypoint wealth counsel | ATLANTA, GA | Q2 2026 | 149 | $159.5M |
| Willner & Heller, LLC | ENCINO, CA | Q2 2026 | 165 | $159.7M |
| Wallace Hart LLC | LEXINGTON, KY | Q2 2026 | 45 | $160.0M |
| White & Co Financial Planning Inc | SUNNYSIDE, WA | Q2 2026 | 20 | $161.4M |
| Waterfall Asset Management, LLC | NEW YORK, NY | Q2 2026 | 18 | $163.4M |
| Winebrenner Capital Management LLC | LOUISVILLE, KY | Q2 2026 | 153 | $164.2M |
| Westco Advisory Services Inc. | LYNBROOK, NY | Q2 2026 | 99 | $165.7M |
| Wright Wealth LLC | ATLANTA, GA | Q2 2026 | 54 | $166.5M |
| WPG Advisers, LLC | BALTIMORE, MD | Q2 2026 | 1,549 | $170.1M |
| Wilson & Boucher Capital Management, LLC | MORAGA, CA | Q2 2026 | 121 | $170.4M |
| Welch Financial Planning, LLC | BOULDER, CO | Q2 2026 | 71 | $171.6M |
| Wealth Preservation Advisors, LLC | CHATTANOOGA, TN | Q2 2026 | 88 | $175.4M |
| Wealthgarden F.S. LLC | EL SEGUNDO, CA | Q2 2026 | 187 | $176.4M |
| W.H. Cornerstone Investments Inc. | KINGSTON, MA | Q2 2026 | 141 | $176.8M |
| Wormser Freres Gestion | PARIS, I0 | Q2 2026 | 66 | $177.0M |
| Walden Wealth Partners LLC | BEACHWOOD, OH | Q2 2024 | 87 | $179.2M |
| Watchtower Advisors, LP | OLD GREENWICH, CT | Q2 2026 | 11 | $179.6M |
| Washington Growth Strategies LLC | WASHINGTON, DC | Q2 2026 | 62 | $180.1M |
| Wilkins Miller Wealth Management, LLC | MOBILE, AL | Q2 2026 | 95 | $181.8M |
| WFA Asset Management Corp | WHITEFISH BAY, WI | Q3 2025 | 196 | $184.0M |
| WealthTrust Asset Management, LLC | Destin, FL | Q2 2026 | 111 | $184.7M |
| Walnut Private Equity Partners, LLC | OMAHA, NE | Q2 2026 | 15 | $185.0M |
| Wincap Financial LLC | BOSTON, MA | Q2 2026 | 91 | $185.2M |
| Widmann Financial Services, Inc. | BOWIE, MD | Q2 2026 | 123 | $186.5M |
| Warburg Pincus LLC | New York, NY | Q2 2026 | 1 | $187.0M |
| Wall Street Financial Group, Inc. | CARLINVILLE, IL | Q2 2026 | 120 | $187.1M |
| White Wing Wealth Management | THE WODLANDS, TX | Q2 2026 | 40 | $191.7M |
| Williams Financial, LLC | NORTH BENNINGTON, VT | Q2 2026 | 30 | $193.5M |
| WestCap Management, LLC | San Francisco, CA | Q2 2026 | 2 | $195.1M |
| Walker Asset Management, LLC | SPRINGFIELD, MO | Q2 2026 | 152 | $198.2M |
| Wealth Forward, LLC | FARGO, ND | Q2 2026 | 49 | $200.8M |
| Wealthstar Advisors, LLC | Plano, TX | Q2 2026 | 113 | $200.9M |
| West Oak Capital, LLC | WESTLAKE VILLAGE, CA | Q3 2025 | 279 | $201.1M |
| Williamson Legacy Group, LLC | CARMEL, IN | Q2 2026 | 75 | $201.4M |
| Winthrop Partners - WNY, LLC | Buffalo, NY | Q2 2026 | 87 | $202.2M |
| Washburn Capital Management, Inc. | Vero Beach, FL | Q2 2026 | 56 | $203.1M |
| Westview Management dba Westview Investment Advisors | BURLINGTON, VT | Q2 2026 | 67 | $204.4M |
| William Allan Corp | FORT COLLINS, CO | Q2 2026 | 62 | $204.5M |
| WESPAC Advisors, LLC | ORINDA, CA | Q2 2026 | 200 | $205.1M |
| William B. Walkup & Associates, Inc. | COLUMBIA, SC | Q2 2026 | 257 | $207.7M |
| Wells Trecaso Financial Group, LLC | AKRON, OH | Q3 2025 | 80 | $210.4M |
| Wisconsin Capital Management LLC | MADISON, WI | Q2 2026 | 47 | $210.7M |
| WIT Partners Advisory Pte. Ltd. | SINGAPORE, U0 | Q2 2026 | 16 | $213.0M |
| Wealth Intelligence, LLC | COLUMBUS, GA | Q2 2026 | 59 | $215.3M |
| Wolff Wiese Magana LLC | CARSLBAD, CA | Q2 2026 | 1,027 | $217.5M |
| William Marsh Rice University | HOUSTON, TX | Q2 2026 | 2 | $219.2M |
| W Advisors, LLC | Germantown, TN | Q2 2026 | 153 | $219.9M |
| Wimmer Associates 1, LLC | PASADENA, CA | Q2 2026 | 113 | $221.2M |
| Whalen Wealth Management Inc. | LAS VEGAS, NV | Q2 2026 | 195 | $222.2M |
| Wunderlich Capital Managemnt | MEMPHIS, TN | Q2 2024 | 105 | $224.0M |
| Wynn Capital, LLC | AUGUSTA, GA | Q2 2026 | 116 | $224.0M |
| Wealth Science Advisors LLC | ALPHARETTA, GA | Q2 2026 | 97 | $225.0M |
| Woodward Diversified Capital, LLC | BAKERSFIELD, CA | Q2 2026 | 181 | $226.7M |
| Wallace Foundation | New York, NY | Q2 2026 | 1 | $226.7M |
| Wingate Wealth Advisors, Inc. | LEXINGTON, MA | Q2 2026 | 127 | $227.1M |
| Wildcat Capital Management, LLC | NEW YORK, NY | Q2 2026 | 3 | $228.5M |
| Wills Financial Group, Inc. | RICHMOND, VA | Q4 2024 | 65 | $231.6M |
| Wishbone Management, LP | Chicago, IL | Q2 2026 | 5 | $231.7M |
| West Bancorporation Inc. | WEST DES MOINES, IA | Q2 2026 | 95 | $233.8M |
| WealthCare Asset Management, LLC | SPRINGFIELD, MO | Q2 2026 | 73 | $239.1M |
| Wasserstein Management, L.P. | NEW YORK, NY | Q2 2026 | 5 | $239.6M |
| Worth Financial Advisory Group, LLC | CHARLOTTE, NC | Q2 2026 | 202 | $240.0M |
| Walser Wealth Management Company, A Ltd Liability Co | TAMPA, FL | Q2 2026 | 215 | $240.7M |
| Westhampton Capital, LLC | WINSTON-SALEM, NC | Q2 2026 | 131 | $241.0M |
| Wealthcare Capital Partners, LLC | WEST CHESTER, PA | Q2 2026 | 179 | $242.0M |
| Westport Asset Management Inc. | SOUTHPORT, CT | Q2 2026 | 80 | $244.9M |
| Westbourne Investments, Inc. | ALEXANDRIA, VA | Q2 2026 | 149 | $245.2M |
| Warburton Capital Management, LLC | TULSA, OK | Q2 2026 | 74 | $245.6M |
| William John Sempolinski | EASTON, MA | Q2 2026 | 106 | $247.7M |
| Windle Wealth, LLC | OKLAHOMA CITY, OK | Q2 2026 | 35 | $248.9M |
| WJ Wealth Management, LLC | GLENDALE, AZ | Q2 2026 | 80 | $253.4M |
| Wealth Management Strategies, Inc. | PITTSBURGH, PA | Q2 2026 | 45 | $255.9M |
| WJ Interests, LLC | SUGAR LAND, TX | Q2 2026 | 22 | $259.4M |
| Weik Capital Management | WYOMISSING, PA | Q2 2026 | 93 | $260.3M |
| Werlinich Asset Management, LLC | STAMFORD, CT | Q2 2026 | 58 | $261.7M |
| Wela Strategies, Inc. | ATLANTA, GA | Q3 2025 | 55 | $263.7M |
| Wayfinding Financial, LLC | LYNNWOOD, WA | Q2 2026 | 171 | $264.0M |
| Washington University | ST LOUIS, MO | Q2 2026 | 3 | $264.8M |
| WMG Financial Advisors, LLC | Knoxville, TN | Q2 2026 | 105 | $265.4M |
| Washington State Investment Board | OLYMPIA, WA | Q2 2026 | 2 | $267.8M |
| Westfuller Advisors, LLC | New York, NY | Q2 2026 | 765 | $274.7M |
| Wills Financial Group LLC | RICHMOND, VA | Q2 2026 | 82 | $274.8M |
| Wealth Analytics Partners, LLC | SAN DIEGO, CA | Q2 2026 | 50 | $275.7M |
| WealthCollab, LLC | BELLEVUE, WA | Q2 2026 | 969 | $276.1M |
| WD Rutherford LLC | PORTLAND, OR | Q2 2026 | 75 | $276.3M |
| Win Advisors, Inc. | PALM BEACH GARDENS, FL | Q2 2026 | 75 | $280.5M |
| William Mack & Associates, Inc. | TROY, MI | Q2 2026 | 108 | $283.7M |
| Wetzel Investment Advisors, Inc. | INDIANAPOLIS, IN | Q2 2026 | 139 | $288.7M |
| Wade Financial Advisory, Inc | CAMPBELL, CA | Q1 2025 | 76 | $291.9M |
| Wittenberg Investment Management, Inc. | CARLISLE, MA | Q2 2026 | 78 | $292.5M |
| Wealth Advisors Northwest LLC | PORTLAND, OR | Q2 2026 | 65 | $293.2M |
| Wealthedge Investment Advisors, LLC | NEW YORK, NY | Q2 2026 | 143 | $294.1M |
| Weitzel Financial Services, Inc. | DUBUQUE, IA | Q2 2026 | 51 | $294.1M |
| Western Standard LLC | Los Angeles, CA | Q2 2026 | 27 | $295.3M |
| Wrenne Financial Planning LLC | Lexington, KY | Q2 2026 | 60 | $296.1M |
| Wind River Trust Co | Jackson, WY | Q2 2026 | 12 | $296.1M |
| Wambolt & Associates, LLC | LITTLETON, CO | Q2 2025 | 171 | $297.3M |
| Wolf Group Capital Advisors | FAIRFAX, VA | Q1 2025 | 166 | $297.7M |
| Woodward Financial Advisors, Inc. | CHAPEL HILL, NC | Q2 2026 | 66 | $299.1M |
| WIM INVESTMENT MANAGEMENT Ltd | HONG KONG, K3 | Q2 2026 | 26 | $305.3M |
| Wealth Watch Advisors, INC | ENGLEWOOD, CO | Q2 2026 | 123 | $307.6M |
| WR Wealth Planners, LLC | COLUMBIA, MO | Q4 2024 | 1,104 | $311.0M |
| Weinberger Asset Management, Inc | LOS ANGELES, CA | Q2 2026 | 101 | $311.8M |
| Windward Private Wealth Management Inc. | OVERLAND PARK, KS | Q2 2026 | 43 | $312.6M |
| Worth Asset Management, LLC | DALLAS, TX | Q2 2026 | 212 | $312.6M |
| Wealthspan Partners, LLC | DAVENPORT, IA | Q2 2026 | 129 | $317.3M |
| Wrapmanager Inc. | MILL VALLEY, CA | Q2 2026 | 150 | $319.6M |
| Westshore Wealth, LLC | NEWPORT BEACH, CA | Q2 2026 | 107 | $322.1M |
| Walker Financial Services, Inc. | BOWLING GREEN, KY | Q2 2026 | 45 | $323.3M |
| Wealth Quarterback LLC | TOMS RIVER, NJ | Q2 2026 | 171 | $323.7M |
| Wealth Management Resources, Inc. | SMITHFIELD, RI | Q2 2026 | 31 | $324.2M |
| Wilkerson Advisory Group LLC | COLUMBIA, MO | Q2 2026 | 620 | $325.6M |
| Wealth Advisors of Tampa Bay, LLC | TAMPA, FL | Q2 2026 | 94 | $326.9M |
| Wealth High Governance Capital Ltda | SAO PAULO, D5 | Q2 2026 | 35 | $334.4M |
| Warberg Asset Management LLC | WINNETKA, IL | Q2 2026 | 145 | $337.5M |
| Warner Financial, Inc. | BETHESDA, MD | Q2 2026 | 145 | $340.1M |
| Western Financial Corp | SAN DIEGO, CA | Q2 2026 | 132 | $341.5M |
| Westwood Wealth Management | Los Angeles, CA | Q2 2026 | 43 | $345.0M |
| West Family Investments, Inc. | CARLSBAD, CA | Q2 2026 | 468 | $345.0M |
| Whitegate Investment Counselors, Inc. | CONCORD, NH | Q2 2026 | 76 | $351.3M |
| Wheelhouse Advisory Group LLC | ST. LOUIS, MO | Q2 2026 | 55 | $354.4M |
| Watershed Private Wealth LLC | Oak Brook, IL | Q2 2026 | 120 | $355.1M |
| WT Wealth Management | SCOTTSDALE, AZ | Q2 2026 | 138 | $361.1M |
| Wealth Management Associates, Inc. | Cherry Hill, NJ | Q2 2026 | 254 | $362.4M |
| Westbourne Investment Advisors, Inc. | ANNAPOLIS, MD | Q2 2026 | 120 | $362.7M |
| Wilson Asset Management (international) PTY Ltd. | SYDNEY, C3 | Q2 2026 | 37 | $364.1M |
| Wright Investors Service Inc. | SHELTON, CT | Q2 2026 | 148 | $365.8M |
| Waterford Advisors, LLC | ORCHARD PARK, NY | Q2 2026 | 64 | $366.5M |
| Whelan Financial | FRESNO, CA | Q2 2026 | 101 | $367.2M |
| Wealth Advisors of Iowa, LLC | WEST DES MOINES, IA | Q2 2026 | 90 | $369.2M |
| Wealth Effects LLC | BOSTON, MA | Q2 2026 | 256 | $370.5M |
| WealthBridge Investment Counsel Inc. | CALGARY, A0 | Q2 2026 | 44 | $374.5M |
| Whetstone Capital Advisors, LLC | SHAWNEE MISSION, KS | Q2 2026 | 67 | $377.4M |
| Wellington Grp LLC | INDIANAPOLIS, IN | Q2 2026 | 144 | $377.9M |
| Weybosset Research & Management LLC | PROVIDENCE, RI | Q2 2026 | 32 | $380.9M |
| Windsor Capital Management, LLC | Phoenix, AZ | Q2 2026 | 127 | $384.8M |
| Websterrogers Financial Advisors, LLC | FLORENCE, SC | Q2 2026 | 103 | $390.4M |
| White Mountains Insurance Group Ltd. | Hanover, NH | Q2 2026 | 2 | $393.6M |
| Walled Lake Planning & Wealth Management, LLC | HIGHLAND PARK, IL | Q2 2026 | 142 | $396.2M |
| WorthPointe, LLC | La Jolla, CA | Q2 2026 | 123 | $397.5M |
| Wealth Group, Ltd. | RALEIGH, NC | Q2 2026 | 106 | $400.7M |
| Wbi Investments, LLC | RED BANK, NJ | Q2 2026 | 286 | $403.5M |
| Walter & Keenan Wealth Management LLC /in/ | SOUTH BEND, IN | Q2 2026 | 169 | $404.6M |
| Whitefort Capital Management, LP | NEW YORK, NY | Q2 2026 | 19 | $405.7M |
| Warner Group LLC | MADISON, CT | Q2 2026 | 129 | $406.1M |
| Waypoint Wealth Partners Inc. | MILL VALLEY, CA | Q2 2025 | 76 | $411.4M |
| WealthCare Investment Partners, LLC | PORTSMOUTH, RI | Q2 2026 | 206 | $411.7M |
| WP Advisors, LLC | San Francisco, CA | Q2 2026 | 119 | $413.3M |
| Winthrop Capital Management, LLC | Carmel, IN | Q2 2026 | 351 | $414.1M |
| Walter Public Investments Inc. | WESTMOUNT, Z4 | Q2 2026 | 53 | $415.5M |
| Westwind Capital | LAS CRUCES, NM | Q2 2026 | 77 | $422.1M |
| White Pine Capital LLC | BLOOMINGTON, MN | Q2 2026 | 240 | $423.2M |
| Wood Tarver Financial Group, LLC | BOISE, ID | Q2 2026 | 165 | $423.6M |
| Wealth Management Partners, LLC | TUCSON, AZ | Q2 2026 | 154 | $425.0M |
| West Branch Capital LLC | AMHERST, MA | Q2 2026 | 355 | $430.3M |
| Westend Capital Management, LLC | SAUSALITO, CA | Q2 2026 | 242 | $437.2M |
| Warren Street Wealth Advisors, LLC | IRVINE, CA | Q2 2026 | 149 | $442.7M |
| Wakefield Asset Management LLLP | Englewood, CO | Q2 2026 | 225 | $444.2M |
| Wellington Shields & Co., LLC | NEW YORK, NY | Q2 2026 | 329 | $446.5M |
| World Equity Group, Inc. | SCHAUMBURG, IL | Q2 2026 | 375 | $446.6M |
| Watchman Group, Inc. | PLANO, TX | Q2 2026 | 73 | $447.4M |
| Wealthspring Capital LLC | WEST HARRISON, NY | Q2 2026 | 208 | $447.6M |
| WealthTrust Axiom LLC | WAYNE, PA | Q2 2026 | 302 | $447.6M |
| Windmill Hill Asset Management Ltd | WADDESDON, X0 | Q2 2026 | 21 | $448.1M |
| Winmill & Co. Inc. | WALPOLE, NH | Q2 2026 | 56 | $451.7M |
| Weaver Capital Management LLC | SUWANEE, GA | Q2 2026 | 170 | $453.4M |
| Westmount Partners, LLC | LOS ANGELES, CA | Q2 2026 | 260 | $454.5M |
| Warther Private Wealth, LLC | AKRON, OH | Q2 2026 | 50 | $455.9M |
| Whitcomb & Hess, Inc. | ASHLAND, OH | Q2 2026 | 66 | $463.0M |
| White Pine Investment CO | LIVONIA, MI | Q2 2026 | 72 | $469.2M |
| Waypoint Capital Advisors, LLC | Minneapolis, MN | Q3 2024 | 127 | $469.6M |
| Whitener Capital Management, Inc. | Rocky Mount, NC | Q2 2026 | 184 | $472.1M |
| Winch Advisory Services, LLC | Appleton, WI | Q2 2026 | 567 | $481.4M |
| Wedgewood Partners Inc. | ST LOUIS, MO | Q2 2026 | 18 | $484.4M |
| Waller Financial Planning Group, Inc. | COLUMBUS, OH | Q2 2026 | 78 | $485.6M |
| Wealth Advisory Solutions, LLC | ZIONSVILLE, IN | Q2 2026 | 150 | $487.1M |
| Weaver Consulting Group | HUNTINGTON BEACH, CA | Q2 2026 | 297 | $487.7M |
| Waterway Wealth Management, LLC | THE WOODLANDS, TX | Q2 2026 | 96 | $489.7M |
| Wolff Financial Management LLC | KALAMAZOO, MI | Q2 2026 | 106 | $501.5M |
| WealthBridge Capital Management, LLC | WESTERVILLE, OH | Q2 2026 | 235 | $503.1M |
| Welch Capital Partners LLC | HARRISON, NY | Q2 2026 | 26 | $510.3M |
| Wendel SE | Paris, I0 | Q2 2026 | 1 | $518.9M |
| Wealth Group Ltd | EDEN PRAIRIE, MN | Q2 2026 | 95 | $522.5M |
| Wiser Wealth Management, Inc | MARIETTA, GA | Q2 2026 | 75 | $522.7M |
| WealthPLAN Partners, LLC | OMAHA, NE | Q2 2026 | 223 | $522.9M |
| West Michigan Advisors, LLC | HOLLAND, MI | Q2 2026 | 295 | $526.1M |
| Webs Creek Capital Management LP | DALLAS, TX | Q2 2026 | 13 | $528.0M |
| WESCAP Management Group, Inc. | Glendale, CA | Q2 2026 | 107 | $535.8M |
| Wooster Corthell Wealth Management, Inc. | GLASTONBURY, CT | Q2 2025 | 64 | $540.0M |
| Wagner Wealth Management, LLC | GREENVILLE, SC | Q2 2026 | 282 | $540.6M |
| Westerly Capital Management, LLC | SAN FRANCISCO, CA | Q2 2026 | 46 | $541.8M |
| Westchester Capital Management, Inc. | OMAHA, NE | Q2 2026 | 46 | $555.4M |
| WESPAC Advisors SoCal, LLC | Pasadena, CA | Q2 2026 | 118 | $557.8M |
| Wealth Dimensions Group, Ltd. | CINCINNATI, OH | Q2 2026 | 178 | $558.3M |
| Weil Company, Inc. | SAN DIEGO, CA | Q2 2026 | 133 | $567.7M |
| Winslow Asset Management Inc. | BEACHWOOD, OH | Q2 2026 | 82 | $575.1M |
| Whalerock Point Partners, LLC | West Palm Beach, FL | Q2 2026 | 207 | $586.9M |
| WestHill Financial Advisors, Inc. | San Rafael, CA | Q2 2026 | 82 | $587.3M |
| West Paces Advisors Inc. | ATLANTA, GA | Q2 2026 | 765 | $596.0M |
| Woodson Capital Management, LP | Greenwich, CT | Q2 2026 | 26 | $597.4M |
| Whitaker-Myers Wealth Managers, LTD. | Mansfield, OH | Q2 2026 | 113 | $598.8M |
| Westover Capital Advisors, LLC | WILMINGTON, DE | Q2 2026 | 240 | $601.9M |
| West Wealth Group, LLC | Irvine, CA | Q2 2026 | 143 | $611.3M |
| Watts Gwilliam & Co., LLC | GILBERT, AZ | Q3 2025 | 222 | $619.1M |
| Waterfront Wealth Inc. | OVERLAND PARK, KS | Q2 2026 | 298 | $645.5M |
| WealthShield Partners, LLC | CARY, NC | Q2 2026 | 379 | $653.8M |
| West Financial Advisors, LLC | DES MOINES, IA | Q2 2026 | 224 | $658.5M |
| Wealthstream Advisors, Inc. | NEW YORK, NY | Q3 2025 | 204 | $661.3M |
| Wick Capital Partners, LLC | WAYNE, PA | Q2 2026 | 246 | $662.7M |
| WFM ASIA (BVI) Ltd | HONG KONG, K3 | Q2 2026 | 5 | $662.8M |
| WPWealth LLP | FORT WORTH, TX | Q2 2026 | 103 | $673.9M |
| Wilsey Asset Management Inc. | SAN DIEGO, CA | Q2 2026 | 28 | $681.0M |
| Wealth Alliance Advisory Group, LLC | Wichita, KS | Q2 2026 | 203 | $691.4M |
| Woodard & Co. Asset Management Group Inc. | BERMUDA RUN, NC | Q2 2026 | 172 | $693.9M |
| Wexford Capital LP | WEST PALM BEACH, FL | Q2 2026 | 221 | $728.8M |
| Walmart Inc. | BENTONVILLE, AR | Q2 2026 | 3 | $736.0M |
| Wilkins Investment Counsel Inc. | BOSTON, MA | Q2 2026 | 119 | $742.0M |
| Well Done, LLC | HOLLAND, MI | Q2 2026 | 202 | $743.4M |
| Westside Investment Management, Inc. | SANTA MONICA, CA | Q2 2026 | 1,446 | $761.3M |
| Wellington Shields Capital Management, LLC | NEW YORK, NY | Q2 2026 | 334 | $788.4M |
| White Lighthouse Investment Management Inc. | BEDFORD, MA | Q2 2026 | 151 | $802.3M |
| Wallington Asset Management, LLC | Indianapolis, IN | Q2 2026 | 61 | $813.9M |
| Werba Rubin Papier Wealth Management | SAN JOSE, CA | Q2 2026 | 309 | $823.5M |
| WoodTrust Financial Corp | WISCONSIN RAPIDS, WI | Q2 2026 | 179 | $841.9M |
| WS Management LLLP | JACKSONVILLE, FL | Q2 2026 | 31 | $849.8M |
| Walkner Condon Financial Advisors LLC | MADISON, WI | Q2 2026 | 343 | $868.1M |
| Warwick Investment Management, Inc. | BRYAN, TX | Q2 2026 | 149 | $891.1M |
| Wealth Enhancement Trust Services, Inc. | SIOUX FALLS, SD | Q2 2026 | 1,529 | $900.1M |
| Wallace Capital Management Inc. | DALLAS, TX | Q2 2026 | 77 | $912.1M |
| Wealth High Governance Asset Management Ltda. | SAO PAULO, D5 | Q2 2026 | 50 | $939.5M |
| Water Island Capital LLC | NEW YORK, NY | Q2 2026 | 75 | $944.9M |
| Wendell David Associates Inc. | PORTSMOUTH, NH | Q2 2026 | 155 | $946.7M |
| Wahed Invest LLC | NEW YORK, NY | Q2 2026 | 227 | $958.1M |
| Wolf Hill Capital Management, LP | GREENWICH, CT | Q2 2026 | 26 | $1.0B |
| Westerkirk Capital Inc. | VICTORIA, A1 | Q2 2026 | 212 | $1.0B |
| Wealthcare Capital Management LLC | RICHMOND, VA | Q2 2026 | 105 | $1.1B |
| Wellesley Asset Management | PORTSMOUTH, NH | Q2 2026 | 64 | $1.1B |
| WNY Asset Management, LLC | Williamsville, NY | Q2 2026 | 260 | $1.1B |
| Wealth Management Nebraska | Norfolk, NE | Q2 2026 | 106 | $1.1B |
| Wedbush Fund Advisers, LLC | PASADENA, CA | Q2 2026 | 103 | $1.1B |
| Webster Bank, N. A. | WATERBURY, CT | Q2 2026 | 698 | $1.2B |
| Wgi Dm, LLC | BOSTON, MA | Q2 2026 | 7 | $1.2B |
| Waycross Partners, LLC | LOUISVILLE, KY | Q2 2026 | 72 | $1.2B |
| Wealth Alliance, LLC | MELLVILLE, NY | Q2 2026 | 573 | $1.2B |
| Woodstock Corp. | BOSTON, MA | Q2 2026 | 163 | $1.2B |
| Willow Creek Wealth Management Inc. | Sebastopol, CA | Q3 2025 | 180 | $1.2B |
| West Virginia University Foundation, Inc | MORGANTOWN, WV | Q2 2026 | 6 | $1.2B |
| Wilkinson Global Asset Management LLC | New York, NY | Q2 2026 | 62 | $1.3B |
| Wealth Architects, LLC | MOUNTAIN VIEW, CA | Q2 2026 | 248 | $1.3B |
| Wescott Financial Advisory Group, LLC | Philadelphia, PA | Q2 2026 | 200 | $1.3B |
| Waratah Capital Advisors Ltd. | TORONTO, A6 | Q2 2026 | 107 | $1.3B |
| Windward Capital Management Co. | LOS ANGELES, CA | Q2 2026 | 73 | $1.3B |
| Washington Trust Advisors, Inc. | WELLESLEY, MA | Q2 2026 | 724 | $1.3B |
| W.G. Shaheen & Associates DBA Whitney & Co | ROCHESTER, NY | Q2 2026 | 179 | $1.4B |
| Weatherly Asset Management L. P. | DEL MAR, CA | Q2 2026 | 188 | $1.4B |
| Washington Trust Bank | Spokane, WA | Q2 2026 | 206 | $1.4B |
| Weitz Investment Management, Inc. | Omaha, NE | Q2 2026 | 50 | $1.4B |
| Winthrop Advisory Group LLC | BOSTON, MA | Q2 2026 | 226 | $1.5B |
| WBH Advisory Inc. | BALTIMORE, MD | Q2 2026 | 363 | $1.5B |
| Wellspring Financial Advisors, LLC | CLEVELAND, OH | Q2 2026 | 288 | $1.5B |
| Wealthquest Corp | CINCINNATI, OH | Q2 2026 | 177 | $1.6B |
| Westpac Banking Corp. | SYDNEY, C3 | Q2 2026 | 498 | $1.6B |
| Waterloo Capital, L.P. | AUSTIN, TX | Q2 2026 | 555 | $1.8B |
| Willis Johnson & Associates, Inc. | Houston, TX | Q2 2026 | 102 | $1.8B |
| Wealthspire Retirement, LLC | ALISO VIEJO, CA | Q2 2026 | 321 | $1.8B |
| Woodmont Investment Counsel LLC | NASHVILLE, TN | Q2 2026 | 286 | $1.8B |
| Wesleyan Assurance Society | BIRMINGHAM, X0 | Q2 2026 | 109 | $2.0B |
| Westchester Capital Management, LLC | VALHALLA, NY | Q2 2026 | 300 | $2.0B |
| WealthPlan Investment Management, LLC | OMAHA, NE | Q2 2026 | 473 | $2.0B |
| Waddell & Associates, LLC | MEMPHIS, TN | Q2 2026 | 543 | $2.0B |
| Waters Parkerson & Co., LLC | NEW ORLEANS, LA | Q2 2026 | 200 | $2.0B |
| Woodley Farra Manion Portfolio Management Inc. | INDIANAPOLIS, IN | Q2 2026 | 131 | $2.1B |
| Willis Investment Counsel | GAINESVILLE, GA | Q2 2026 | 125 | $2.1B |
| Walgreens Boots Alliance, Inc. | Deerfield, IL | Q2 2025 | 1 | $2.2B |
| Westwood Global Investments, LLC | BOSTON, MA | Q2 2026 | 11 | $2.8B |
| Waldron Private Wealth LLC | BRIDGEVILLE, PA | Q2 2026 | 350 | $2.9B |
| Welch Group, LLC | BIRMINGHAM, AL | Q2 2026 | 320 | $2.9B |
| Wharton Business Group, LLC | MALVERN, PA | Q2 2026 | 142 | $3.0B |
| Western Wealth Management, LLC | GOLDEN, CO | Q2 2026 | 1,001 | $3.1B |
| WINTON GROUP Ltd | LONDON, X0 | Q2 2026 | 1,137 | $3.1B |
| WASHINGTON TRUST Co | WESTERLY, RI | Q2 2026 | 296 | $3.2B |
| Wilbanks Smith & Thomas Asset Management LLC | NORFOLK, VA | Q1 2024 | 528 | $3.6B |
| Wedmont Private Capital | WEST CHESTER, PA | Q2 2026 | 949 | $3.6B |
| Wedbush Securities Inc. | PASADENA, CA | Q2 2026 | 1,309 | $3.9B |
| Wesbanco Bank Inc. | WHEELING, WV | Q2 2026 | 676 | $4.0B |
| WCG Wealth Advisors LLC | LAS VEGAS, NV | Q2 2026 | 555 | $4.2B |
| Wilmington Savings Fund Society, FSB | WILMINGTON, DE | Q2 2026 | 1,487 | $4.5B |
| WestEnd Advisors, LLC | CHARLOTTE, NC | Q2 2026 | 408 | $4.5B |
| Wolverine Trading, LLC | CHICAGO, IL | Q3 2025 | 1,566 | $5.0B |
| WT Asset Management Ltd | HONG KONG, K3 | Q2 2026 | 29 | $5.1B |
| Wealthcare Advisory Partners LLC | WEST CHESTER, PA | Q2 2026 | 1,084 | $5.3B |
| Whittier Trust Co. of Nevada Inc. | RENO, NV | Q2 2026 | 1,423 | $5.3B |
| World Investment Advisors | LINCROFT, NJ | Q2 2026 | 1,523 | $6.0B |
| Wedge Capital Management L L P | CHARLOTTE, NC | Q2 2026 | 484 | $6.1B |
| Whitebox Advisors LLC | MINNEAPOLIS, MN | Q2 2026 | 643 | $6.2B |
| Wit, LLC | DISTRICT OF COLUMBIA, DC | Q2 2026 | 24 | $6.3B |
| Walleye Trading LLC | NEW YORK, NY | Q2 2026 | 946 | $7.2B |
| Wolverine Asset Management LLC | CHICAGO, IL | Q2 2026 | 1,262 | $7.7B |
| Welch & Forbes LLC | Boston, MA | Q2 2026 | 388 | $8.2B |
| Williams Jones Wealth Management, LLC. | NEW YORK, NY | Q2 2026 | 547 | $8.9B |
| Weiss Asset Management LP | BOSTON, MA | Q2 2026 | 613 | $8.9B |
| WELLCOME TRUST LTD (THE) as trustee of the WELLCOME TRUST | LONDON, X0 | Q2 2026 | 20 | $9.0B |
| Windacre Partnership LLC | HOUSTON, TX | Q2 2026 | 11 | $10.1B |
| Whittier Trust Co. | SOUTH PASADENA, CA | Q2 2026 | 1,354 | $10.2B |
| W1M Asset Management Ltd | London, X0 | Q2 2026 | 203 | $10.9B |
| Whale Rock Capital Management | Boston, MA | Q2 2026 | 35 | $12.5B |
| WealthNavi Inc. | Shinagawa-ku, TOKYO, M0 | Q2 2026 | 11 | $12.8B |
| Westwood Holdings Group Inc. | DALLAS, TX | Q2 2026 | 626 | $13.3B |
| Wasatch Advisors LP | SALT LAKE CITY, UT | Q2 2026 | 219 | $15.3B |
| Waverly Advisors, LLC | BIRMINGHAM, AL | Q2 2026 | 1,737 | $17.2B |
| Wealthspire Advisors, LLC | NEW YORK, NY | Q2 2026 | 1,298 | $18.2B |
| Walleye Capital LLC | NEW YORK, NY | Q2 2026 | 1,924 | $21.1B |
| Woodbridge Co Ltd | Toronto, A6 | Q2 2026 | 48 | $25.2B |
| Winslow Capital Management, LLC | MINNEAPOLIS, MN | Q2 2026 | 66 | $29.1B |
| Worldquant Millennium Advisors LLC | NEW YORK, NY | Q2 2026 | 702 | $29.1B |
| Westfield Capital Management Co. LP | BOSTON, MA | Q2 2026 | 278 | $30.6B |
| Woodline Partners LP | San Francisco, CA | Q2 2026 | 1,011 | $32.4B |
| William Blair Investment Management, LLC | CHICAGO, IL | Q2 2026 | 403 | $33.3B |
| Wealthfront Advisers LLC | Palo Alto, CA | Q2 2026 | 1,119 | $52.0B |
| WCM Investment Management, LLC | LAGUNA BEACH, CA | Q2 2026 | 266 | $55.2B |
| Wealth Enhancement Advisory Services, LLC | PLYMOUTH, MN | Q2 2026 | 3,975 | $59.6B |
| Wells Fargo & Company | SAN FRANCISCO, CA | Q2 2026 | 6,822 | $575.3B |
| Wellington Management Group LLP | Boston, MA | Q2 2026 | 1,898 | $580.1B |