| White Pine Investment CO → | 13F manager | – | – | CIK 1318259 |
| WHITE POST INVESTMENTS, LP → | RIA / FO | – | SAN ANTONIO, TX | CRD 318943 |
| White Raymond T. → | 13F manager | – | – | CIK 0001682494 |
| White Wing Wealth Management → | 13F manager | – | – | CIK 2001473 |
| Whitebark Investors LP → | 13F manager | – | – | CIK 2042091 |
| WHITEBOX ADVISORS LLC → | 13F manager | – | – | CIK 1257391 |
| Whitecap Care, LLC → | Issuer | – | – | CIK 2138799 |
| WHITECROFT CAPITAL MANAGEMENT → | RIA / FO | – | LONDON | CRD 327965 |
| Whitefort Capital Management, LP → | 13F manager | – | – | CIK 1884931 |
| Whitegate Investment Counselors, Inc. → | 13F manager | – | – | CIK 1667102 |
| WHITENER CAPITAL MANAGEMENT, INC. → | 13F manager | – | – | CIK 825217 |
| WHITEOAK → | RIA / FO | – | SYDNEY | CRD 319057 |
| WHITFIELD FRED ALAN → | 13F manager | – | – | CIK 0001894449 |
| Whitford Management LLC → | 13F manager | – | – | CIK 1957726 |
| WHITMORE BRADFORD T → | 13F manager | – | – | CIK 0000933430 |
| WHITTIER TRUST CO → | 13F manager | – | – | CIK 1137881 |
| WHITTIER TRUST CO OF NEVADA INC → | 13F manager | – | – | CIK 1263548 |
| Whys-SH-0522 Fund I, a series of Platform Funds 2026, LP → | Issuer | – | – | CIK 2138347 |
| WI HARPER GROUP INC → | RIA / FO | – | SAN FRANCISCO, CA | CRD 161665 |
| WIBBENMEYER NICHOLAS ANDREW → | 13F manager | – | – | CIK 0001662981 |
| Wick Capital Partners, LLC → | 13F manager | – | – | CIK 1904388 |
| WICKED VENTURES, INC. → | RIA / FO | – | – | CRD 327733 |
| WIDMAN PHILLIP → | 13F manager | – | – | CIK 0001189614 |
| Widmann Financial Services, Inc. → | 13F manager | – | – | CIK 1906640 |
| WIEHOFF JOHN → | 13F manager | – | – | CIK 0001241113 |
| Wieland Andrew Thomas → | 13F manager | – | – | CIK 0002126884 |
| Wielansky Lee S → | 13F manager | – | – | CIK 0001218914 |
| WIGHT RUSSELL B JR → | 13F manager | – | – | CIK 0001246492 |
| WILBANKS, SMITH & THOMAS ASSET MANAGEMENT, LLC → | RIA / FO | – | NORFOLK, VA | CRD 106060 |
| WILBE CAPITAL LLP → | RIA / FO | – | – | CRD 338147 |
| WILD TREE PARTNERS LLC → | RIA / FO | – | – | CRD 329056 |
| Wildcat Capital Management, LLC → | 13F manager | – | – | CIK 1582384 |
| WILDCAT VENTURE PARTNERS, LLC → | RIA / FO | – | SAN MATEO, CA | CRD 288146 |
| Wilkerson Advisory Group LLC → | 13F manager | – | – | CIK 2079661 |
| Wilkerson John W. → | 13F manager | – | – | CIK 0002075975 |
| WILKINS INVESTMENT COUNSEL INC → | 13F manager | – | – | CIK 1276853 |
| Wilkins Miller Wealth Management, LLC → | 13F manager | – | – | CIK 2057318 |
| Wilkinson Global Asset Management LLC → | 13F manager | – | – | CIK 1764000 |
| WILL VENTURES → | RIA / FO | – | BOSTON, MA | CRD 306950 |
| Willas Organic by Play Money a Series of Clutch Capital LLC → | Issuer | – | – | CIK 2137066 |
| William Allan Corp → | 13F manager | – | – | CIK 1910961 |
| William B. Walkup & Associates, Inc. → | 13F manager | – | – | CIK 2034054 |
| WILLIAM BLAIR INVESTMENT MANAGEMENT, LLC → | 13F manager | – | – | CIK 1644956 |
| William Howard & Co Financial Advisors Inc → | 13F manager | – | – | CIK 2023493 |
| William Mack & Associates, Inc. → | 13F manager | – | – | CIK 2096700 |
| William Marsh Rice University → | 13F manager | – | – | CIK 1674705 |
| WILLIAM O'NEIL + COMPANY → | RIA / FO | – | LOS ANGELES, CA | CRD 152620 |
| WILLIAM RAVEIS - MORAN WEALTH MANAGEMENT, LLC → | RIA / FO | – | NAPLES, FL | CRD 341425 |
| Williams & Novak, LLC → | 13F manager | – | – | CIK 1998419 |
| Williams Amber → | 13F manager | – | – | CIK 0001836860 |
| williams craig a. → | 13F manager | – | – | CIK 0001848752 |
| Williams Financial, LLC → | 13F manager | – | – | CIK 1846923 |
| Williams James P → | 13F manager | – | – | CIK 0001375356 |
| Williams Jones Wealth Management, LLC. → | 13F manager | – | – | CIK 1788587 |
| Williams Katherine Marie → | 13F manager | – | – | CIK 0002115429 |
| Williams Stephanie L. → | 13F manager | – | – | CIK 0001976734 |
| Williams Valerie → | 13F manager | – | – | CIK 0001688234 |
| Williamson Keith H → | 13F manager | – | – | CIK 0001336916 |
| Williamson Laura B → | 13F manager | – | – | CIK 0002025804 |
| Williamson Legacy Group, LLC → | 13F manager | – | – | CIK 2011965 |
| Willis Investment Counsel → | 13F manager | – | – | CIK 1310929 |
| Willis Johnson & Associates, Inc. → | 13F manager | – | – | CIK 1853239 |
| WILLNER & HELLER, LLC → | 13F manager | – | – | CIK 1927796 |
| Willow Financial LLC → | 13F manager | – | – | CIK 2077046 |
| WILLOW GROWTH PARTNERS MANAGEMENT, LLC → | RIA / FO | – | – | CRD 323423 |
| WILLOW HILL REAL ESTATE PARTNERS LLC → | RIA / FO | – | DALLAS, TX | CRD 335235 |
| Willow LTD → | Issuer | – | – | CIK 2136823 |
| WILLOW TREE CREDIT PARTNERS SBIC MANAGEMENT LP → | RIA / FO | – | NEW YORK, NY | CRD 333473 |
| WILLOWTREE VENTURES MANAGEMENT, LLC → | RIA / FO | – | – | CRD 336404 |
| Wills Financial Group LLC → | 13F manager | – | – | CIK 2059579 |
| Wilmar Advisors LLC → | 13F manager | – | – | CIK 2052481 |
| WILMAR LLC → | RIA / FO | – | – | CRD 323728 |
| Wilmington Savings Fund Society, FSB → | 13F manager | – | – | CIK 900974 |
| WILMOTT TIMOTHY J → | 13F manager | – | – | CIK 0001200753 |
| WILSEY ASSET MANAGEMENT INC → | 13F manager | – | – | CIK 1598379 |
| Wilshire Advisors LLC → | 13F manager | – | – | CIK 1616628 |
| Wilshire Core Plus Housing Impact Fund LP → | Issuer | – | – | CIK 2139301 |
| WILSHIRE FINANCE PARTNERS, INC. → | RIA / FO | – | IRVINE, CA | CRD 169269 |
| WILSHIRE LANE CAPITAL → | RIA / FO | – | LOS ANGELES, CA | CRD 318873 |
| WILSHIRE LANE PARTNERS LLC → | RIA / FO | – | LOS ANGELES, CA | CRD 315143 |
| Wilson & Boucher Capital Management, LLC → | 13F manager | – | – | CIK 1903579 |
| WILSON ASSET MANAGEMENT (INTERNATIONAL) PTY LTD → | 13F manager | – | – | CIK 1914472 |
| Wilson James Denson Jr → | 13F manager | – | – | CIK 0001371377 |
| Wilson Royce E. → | 13F manager | – | – | CIK 0001632438 |
| WILSON THOMAS J → | 13F manager | – | – | CIK 0001190466 |
| WIM INVESTMENT MANAGEMENT Ltd → | 13F manager | – | – | CIK 2042565 |
| WIMMER ASSOCIATES 1, LLC → | 13F manager | – | – | CIK 1667019 |
| WIN ADVISORS, INC → | 13F manager | – | – | CIK 1897144 |
| WINCAP FINANCIAL LLC → | 13F manager | – | – | CIK 2064588 |
| Winch Advisory Services, LLC → | 13F manager | – | – | CIK 1585822 |
| WINCREST CAPITAL LTD. → | RIA / FO | – | TORTOLA | CRD 285460 |
| Wind River Trust Co → | 13F manager | – | – | CIK 1657703 |
| WINDACRE PARTNERSHIP LLC → | 13F manager | – | – | CIK 1599383 |
| Windes Richard → | 13F manager | – | – | CIK 0001740419 |
| WINDHAM CAPITAL PARTNERS LLC → | RIA / FO | – | NEW YORK, NY | CRD 299860 |
| Windle Wealth, LLC → | 13F manager | – | – | CIK 1963452 |
| Windley David → | 13F manager | – | – | CIK 0001667346 |
| WINDMILL CAPITAL LLC → | RIA / FO | – | NEW YORK, NY | CRD 164063 |
| Windmill Hill Asset Management Ltd → | 13F manager | – | – | CIK 1831132 |
| WINDMUEHLE, LLC → | RIA / FO | – | AUSTIN, TX | CRD 295685 |