Firm directory
Registered investment advisers, page 6 of 28
Firms 251 to 300 of 1363, ordered by regulatory assets under management as reported on each firm's Form ADV.
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Browse by custodian
- Fidelity176
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- Northern Trust69
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- U.S. Bank National Association21
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- State Street Bank9
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- Wells Fargo Bank, N.A.5
- Bank of New York Mellon, N.A.4
- BNY Mellon, N.A.4
- CIBC Mellon Global Securities Services4
- Citibank, NA4
- Principal Financial Group4
- RBC Capital Markets4
- U.S. Bank4
- US Bank N.A.4
- Bank of America N.A.3
- Barclays Bank PLC3
- BNY Mellon Securities3
- Caceis3
- Caceis Bank3
- Computershare Trust Company, N.A.3
- Mitsubishi Ufj Investor Services & Banking (luxembourg) S.A.3
- PNC Bank, N.A.3
- Sanford C. Bernstein &3
- SEI Private Trust3
- SSB New York Institutional3
- The Bank of New York3
- The Bank of New York Mellon Trust Company, National Association3
- The Bank of New York Mellon, London Branch3
- The Bank of New York Mellon, N.A.3
- The Hongkong and Shanghai Banking Corporation Limited3
- The Vanguard Group3
- U.S. Bank, NA3
- American Enterprise Investment Services2
- Assetmark Trust2
- Axos Clearing2
- Bank of America Merrill Lynch2
- Bank of America, National Association2
- Bank of New York Mellon Trust Company, N.A.2
- Banque Pictet & Cie S.A.2
- BNP Paribas Fund Services Australasia Pty2
- BNP Paribas Securities Services (australia)2
- BNY Mellon, National Association2
- Brown Brothers Harriman2
- Brown Brothers Harriman Investments2
- Caisse Des Depots Et Consignations2
- CIBC Mellon2
- Citibank (hong Kong) Limited2
- Citibank Uk Limited2
- Citibank, N.A (london)2
- City National Bank2
- Comerica Bank2
- Deutsche Bank Ag2
- Deutsche Bank Trust Company Americas2
- Edward D. Jones &2
- Fifth Third Securities2
- Goldman Sachs International2
- HSBC Continental Europe S.a., Germany2
- HSBC Hong Kong2
- Mid Atlantic Trust2
- Northern Trust Singapore2
- Oppenheimer &2
- Principal Custody Solutions2
- Principal Securities2
- RBC2
- RBC Investor & Treasury Services2
- Reliance Trust2
- Royal Bank of Canada2
- Royal Bank of Canada (channel Islands) Limited2
- SEI Investments Distribution2
- SEI Investments Guernsey Limited2
- State Street Bank and Trust Company, National Association2
- State Street Bank International GMBH2
- State Street Global Advisors Funds Distributors2
- State Street Trust2
- State Street Trust Company Canada2
- Sumitomo Mitsui Trust Bank (u.s.a.) Limited2
- The Bank of New York Mellon Trust2
- The Bank of New York Mellon Trust Company, N.A.2
- The Bank of Ny Mellon2
- The Master Trust Bank of Japan ,LTD.2
- U.S. Bank Institutional Trust & Custody2
- UBS Europe Se2
- Umb Bank, National Association2
- US Bancorp2
- Adp Retirement Trust Services1
- Alight Solutions1
- Allfunds Bank S.a.u1
- Allfunds Bank Sau London Branch1
- Alter Domus1
- Amalgamated Bank1
- Amalgamated Trust and Savings Bank1
- Apex Clearing1
- Ascensus Broker Dealer Services1
- Assetmark Brokerage1
- Aztec Financial Services (jersey) Limited1
- Bank Consortium Trust Company Limited1
- Bank Degroof Petercam Luxembourg Sa1
- Bank Julius Baer & Co Limited1
- Bank of China Hong Kong1
- Bank of Montreal1
- Bank of New York Mellon - United Kingdom1
- Bank of New York Mellon (the)1
- Bank of New York Mellon Corp (the)1
- Bank of New York Mellon International1
- Bank of New York Mellon International Limited1
- Bank of New York Mellon Sa Luxembourg1
- Bank of New York Mellon Trust1
- Bank of Ny Mellon1
- Bank of Tokyo Mitsubishi Ufj1
- Bank Vontobel Ag1
- Bankers' Bank1
- Banque Pictet & Cie Sa1
- Barclays Capital1
- Belfius Bank1
- Benefit Trust1
- BGL BNP Paribas1
- Bmo Trust1
- BNP Paribas Sa1
- BNP Paribas Securities Services1
- BNP Paribas Securities Services, Dublin Branch1
- BNP Paribas Security Services1
- BNP Paribas Trust Services Singapore Limited1
- BNP Paribas, London Branch1
- BNP Paribas, New York Branch1
- BNY1
- BNY Mellon Asset Servicing1
- BNY Mellon Custody Client Service1
- BNY Mellon, NA1
- Bnym (luxembourg) S.A.1
- Bokf, NA1
- Bridges Trust1
- Brighthouse Life Insurance1
- Brighthouse Life Insurance Company of New York1
- Brown Brother Harriman &1
- Brown Brothers & Harriman &1
- Brown Brothers Harriman Investment Services (japan)1
- Butterfield Bank (channel Islands) Limited1
- Caceis Bank Amsterdam1
- Caceis Bank, Uk Branch1
- Canadian Imperial Bank of Commerce1
- Carta Capital Markets1
- Cetera Investment Services1
- CF Secured1
- Chevy Chase Trust1
- China Citic Bank International Limited1
- China Merchants Bank1
- China Merchants Bank Co., LTD., Hong Kong Branch1
- CIBC Mellon Global Securities1
- CIBC Mellon GSP1
- Citco Canada1
- Citco Global Custody NV1
- Citi1
- Citi Securities Services1
- Citibank - Hong Kong1
- Citibank NA London1
- Citigroup Global Markets Limited1
- Citigroup Private Bank1
- Citigroup Pty Limited1
- Citigroup, NA1
- Comerica Bank - Detroit1
- Commerce Bank, N.A.1
- Computershare Corporate Trust1
- Computershare Trust Company, National Association1
- Credit Suisse Services Ag1
- D.A. Davidson &1
- D.A. Davidson Trust Services1
- Danske Bank A/S1
- Desjardins Trust1
- Deutsche Bank Securities1
- DZ Privatbank S.A.1
- Edward Jones Trust1
- Euroclear1
- Evercore Trust Company, N.A.1
- Exeter Trust1
- Fiduciary Trust Company International1
- Fifth Third Bancorp1
- Fifth Third Bank1
- FMR1
- Frost National Bank1
- Goldman Sachs (asia)1
- Hana Bank1
- Hongkong and Shanghai Banking Corporation Limited1
- HSBC Bank USA, N.A.1
- HSBC Holdings PLC1
- HSBC International Trust Limited1
- HSBC Securities Services1
- HSBC Trinkaus & Burkhardt Ag1
- HSBC Trinkaus & Burkhardt GMBH1
- Huntington National Bank1
- Icbc (asia) Trustee Company Limited1
- Icici Bank Limited1
- Impactassets1
- Industrial Bank Co., LTD., Hong Kong Branch1
- Investec Bank (channel Islands) Limited1
- Japan Trustee Services Bank1
- Jefferies1
- Johnson Bank1
- JPM Chase - Sydney1
- LGT Bank (hong Kong)1
- Lincoln Financial1
- Lincoln Financial Group Trust1
- Loring, Wolcott & Coolidge Trust1
- Master Trust Bank of Japan1
- Master Trust Company of Japan1
- Matrix Trust1
- Mellon Trust1
- Midwest Institutional Trust1
- Midwest Institutional Trust Services1
- Mitsubishi Ufj Financial Group1
- Mitsubishi Ufj Global Custody S.a1
- Mitsubishi Ufj Trust and Banking1
- MTG1
- Mufg Bank1
- Multrees Investor Services Limited1
- National Bank of Canada1
- National Bank Trust1
- Nationwide Life Insurance1
- Nationwide Trust Company, FSB1
- Nomura Bank Luxembourg S.A.1
- Nomura Bank Switzerland1
- Northern Trust Asset Management Australia Pty1
- Northern Trust Company (australia)1
- Northern Trust Company Limited1
- Northern Trust Company London1
- Northern Trust Coroporation1
- Northern Trust Global Services1
- Northern Trust Global Services Se1
- Northern Trust Global Services Se, Uk Branch1
- Northern Trust Luxembourg1
- Nortrust Nominee Limited1
- Osaic Wealth1
- PNC1
- PNC Bank1
- PNC Bank, N.A. Pittsburg Pa1
- Principal Global Investors1
- Principal Investors1
- Rathbone Nominees Limited1
- RBC Investor Service Trust1
- RBC Investor Services1
- RBC Investors Services1
- Robert W. Baird &1
- Rothschild & Co Bank International Limited1
- Royal Bank of Canada (ci)1
- Sbi-SG Global Securities Services Private Limited1
- Scotia Bank1
- SEI Investments (europe)1
- SEI Investments (europe) Limited1
- SEI Investments Management1
- SG Americas Securities1
- SMBC Nikko Bank (luxembourg) S.A.1
- Societe Generale Capital Canada1
- Standard Chartered Bank1
- Standard Chartered Bank (hong Kong) Limited1
- Standard Chartered Bank Hong Kong1
- State Street Australia1
- State Street Bank & Trust - Hong Kong1
- State Street Bank and Trust Company - Hong Kong Branch1
- State Street Bank and Trust Company - Singapore Branch1
- State Street Bank and Trust Company - Tokyo Branch1
- State Street Bank and Trust Company, London1
- State Street Bank International GMBH, Luxembourg Branch1
- State Street Cayman Trust1
- State Street Company Canada1
- State Street Global Advisors, Australia, Limited1
- State Street Global Services1
- State Street International (ireland) Limited1
- State Street Luxembourg1
- State Street Luxembourg Sa1
- State Street Trust and Banking1
- State Street Trust and Banking Co Limited1
- State Street Trustees Limited1
- Stifel, Nicolaus &1
- Stonehage Fleming Dealing & Treasury Services (jersey) Limited1
- Sumitomo Mitsui Trust (hong Kong) Limited1
- Sumitomo Mitsui Trust Bank (usa) Limited1
- Sumitomo Mitsui Trust Bank, Limited (london Branch)1
- Sumitomo Mitsui Trust Bank, Limited.1
- TD Prime Services1
- The Bank of New York Mellon Institutional Bank1
- The Bank of New York Mellon S.A./N.V.1
- The Bank of New York Mellon Sa/NV1
- The Bank of New York Mellon Sa/NV, Luxembourg Branch1
- The BNY Mellon Sa/NV, Asset1
- The Hong Kong and Shanghai Banking Corporation Limited1
- The Northern Trust Company Melbourne Branch1
- The Northern Trust Company, London Branch1
- The Northern Trust International Banking1
- The State Street Bank and Trust1
- The Variable Annuity Life Insurance1
- Tiaa Financial Services1
- Tiaa-Cref1
- Truist Bank1
- Truist Investment Services1
- U.S Bank Assocation1
- U.S. Bancorp Asset Management1
- U.S. Bank Trust1
- U.S. Bank Trust Company, National Association1
- U.S. Bank, N.A.1
- UBS Group1
- UBS Switzerland Ag1
- Universal - Investment Gesellschaft MBH1
- US Bank Trust1
- US Bank, NA1
- Valic Trust1
- Vanguard Fiduciary Trust1
- Vanguard Group [malvern, Pa]1
- Vanguard Marketing1
- Vantage Trust1
- Wells Fargo &1
- Wells Fargo Bank1
- Wells Fargo Bank, National Association1
- Wells Fargo Securities1
- Wilmington Trust, N.A.1
- Wintrust Private Trust Company, N.A.1
- Woori Bank1
- Zions Bank1
- Zurcher Kantonalbank1
1,363 firms listed
| Firm | Headquarters | Regulatory AUM | Advisory staff | Clients |
|---|---|---|---|---|
| Principal Real Estate InvestorsCRD 109008 | Des Moines, IA | $105.65B | 310 | 681 |
| Brookfield Asset Management Pic USCRD 151599 | New York, NY | $105.30B | 1,790 | 127 |
| RBC Global Asset Management (u.s.)CRD 107173 | Minneapolis, MN | $104.49B | 37 | 245 |
| LSV Asset ManagementCRD 109918 | Chicago, IL | $104.25B | 15 | 216 |
| Public Trust AdvisorsCRD 159189 | Denver, CO | $104.24B | 81 | 82 |
| Lincoln Financial InvestmentsCRD 108881 | Radnor, PA | $102.10B | 18 | 129 |
| Sixth Street AdvisersCRD 159014 | Dallas, TX | $101.61B | 338 | 177 |
| Oak Hill AdvisorsCRD 125352 | New York, NY | $100.72B | 113 | 152 |
| Blackstone Credit BDC AdvisorsCRD 296294 | New York, NY | $100.65B | 443 | 2 |
| Bracebridge CapitalCRD 158343 | Boston, MA | $100.35B | 59 | 12 |
| Rockefeller FinancialCRD 291361 | New York, NY | $99.60B | 815 | 50,292 |
| Brookfield Renewable Energy GroupCRD 316590 | Toronto, Ontario | $99.12B | 1,072 | 125 |
| Neuberger Berman Europe LimitedCRD 162267 | London | $97.98B | 79 | 241 |
| Pathway Capital ManagementCRD 108016 | Irvine, CA | $97.82B | 88 | 120 |
| Ares Capital ManagementCRD 131619 | Los Angeles, CA | $97.62B | 411 | 46 |
| Fiducient AdvisorsCRD 106720 | Chicago, IL | $97.54B | 78 | 1,239 |
| Eaton Vance ManagementCRD 104859 | Boston, MA | $97.02B | 160 | 3,826 |
| WCM Investment ManagementCRD 104702 | Laguna Beach, CA | $96.77B | 44 | 6,735 |
| Bain Capital Private EquityCRD 145653 | Boston, MA | $96.43B | 436 | 36 |
| Renaissance TechnologiesCRD 106661 | New York, NY | $96.38B | 170 | 14 |
| GCM GrosvenorCRD 108654 | Chicago, IL | $95.49B | 166 | 394 |
| Blue Owl GPSC AdvisorsCRD 293945 | New York, NY | $94.65B | 40 | 169 |
| Numeric InvestorsCRD 131684 | Boston, MA | $94.40B | 45 | 120 |
| PPM AmericaCRD 107269 | Chicago, IL | $93.79B | 117 | 46 |
| Fort Washington Investment AdvisorsCRD 107126 | Cincinnati, OH | $93.47B | 72 | 755 |
| Doubleline CapitalCRD 152606 | Tampa, FL | $93.32B | 89 | 102 |
| Coatue ManagementCRD 157910 | New York, NY | $92.71B | 68 | 126 |
| Cerberus Capital ManagementCRD 152175 | New York, NY | $92.50B | 216 | 257 |
| Insight Venture ManagementCRD 142994 | New York, NY | $92.18B | 147 | 181 |
| Wellington Alternative InvestmentsCRD 226715 | Boston, MA | $92.17B | 1 | 124 |
| Blackstone Alternative Asset ManagementCRD 107580 | New York, NY | $92.04B | 111 | 181 |
| AssetMarkCRD 109018 | Concord, CA | $91.76B | 269 | 456,452 |
| Advent InternationalCRD 105673 | Boston, MA | $91.63B | 103 | 133 |
| Capstone Investment AdvisorsCRD 155563 | New York, NY | $91.53B | 115 | 31 |
| Ast Investment ServicesCRD 108897 | Shelton, CT | $91.47B | 9 | 1 |
| Aegon USA Investment ManagementCRD 114537 | Cedar Rapids, IA | $88.80B | 76 | 80 |
| Symetra Investment ManagementCRD 312176 | Farmington, CT | $88.78B | 61 | 10 |
| Wisdomtree Asset ManagementCRD 139684 | New York, NY | $88.38B | 28 | 2 |
| III Capital ManagementCRD 113539 | Boca Raton, FL | $88.24B | 9 | 21 |
| Morningstar Investment ManagementCRD 108031 | Chicago, IL | $87.82B | 52 | 515,981 |
| Pantheon Ventures (us)CRD 153425 | San Francisco, CA | $87.69B | 56 | 157 |
| Clayton, Dubilier & RiceCRD 160492 | New York, NY | $87.35B | 151 | 42 |
| FigCRD 129612 | New York, NY | $87.30B | 432 | 353 |
| Cohen & Steers Capital ManagementCRD 106266 | New York, NY | $85.67B | 60 | 177 |
| Leonard Green & PartnersCRD 158164 | Los Angeles, CA | $85.60B | 57 | 117 |
| Connor Clark & Lunn Investment ManagementCRD 107557 | Vancouver, BC | $85.59B | 56 | 207 |
| Proshare AdvisorsCRD 134155 | Bethesda, MD | $85.30B | 35 | 145 |
| Mercer Global AdvisorsCRD 147363 | Denver, CO | $84.40B | 632 | 36,172 |
| Clearlake Capital GroupCRD 157920 | Santa Monica, CA | $83.56B | 97 | 148 |
| Nationwide Fund AdvisorsCRD 109391 | Columbus, OH | $83.14B | 22 | 129 |
Principal Real Estate InvestorsCRD 109008$105.65B
- Headquarters
- Des Moines, IA
- Advisory staff
- 310
- Clients
- 681
Brookfield Asset Management Pic USCRD 151599$105.30B
- Headquarters
- New York, NY
- Advisory staff
- 1,790
- Clients
- 127
RBC Global Asset Management (u.s.)CRD 107173$104.49B
- Headquarters
- Minneapolis, MN
- Advisory staff
- 37
- Clients
- 245
LSV Asset ManagementCRD 109918$104.25B
- Headquarters
- Chicago, IL
- Advisory staff
- 15
- Clients
- 216
Public Trust AdvisorsCRD 159189$104.24B
- Headquarters
- Denver, CO
- Advisory staff
- 81
- Clients
- 82
Lincoln Financial InvestmentsCRD 108881$102.10B
- Headquarters
- Radnor, PA
- Advisory staff
- 18
- Clients
- 129
Sixth Street AdvisersCRD 159014$101.61B
- Headquarters
- Dallas, TX
- Advisory staff
- 338
- Clients
- 177
Oak Hill AdvisorsCRD 125352$100.72B
- Headquarters
- New York, NY
- Advisory staff
- 113
- Clients
- 152
Blackstone Credit BDC AdvisorsCRD 296294$100.65B
- Headquarters
- New York, NY
- Advisory staff
- 443
- Clients
- 2
Bracebridge CapitalCRD 158343$100.35B
- Headquarters
- Boston, MA
- Advisory staff
- 59
- Clients
- 12
Rockefeller FinancialCRD 291361$99.60B
- Headquarters
- New York, NY
- Advisory staff
- 815
- Clients
- 50,292
Brookfield Renewable Energy GroupCRD 316590$99.12B
- Headquarters
- Toronto, Ontario
- Advisory staff
- 1,072
- Clients
- 125
Neuberger Berman Europe LimitedCRD 162267$97.98B
- Headquarters
- London
- Advisory staff
- 79
- Clients
- 241
Pathway Capital ManagementCRD 108016$97.82B
- Headquarters
- Irvine, CA
- Advisory staff
- 88
- Clients
- 120
Ares Capital ManagementCRD 131619$97.62B
- Headquarters
- Los Angeles, CA
- Advisory staff
- 411
- Clients
- 46
Fiducient AdvisorsCRD 106720$97.54B
- Headquarters
- Chicago, IL
- Advisory staff
- 78
- Clients
- 1,239
Eaton Vance ManagementCRD 104859$97.02B
- Headquarters
- Boston, MA
- Advisory staff
- 160
- Clients
- 3,826
WCM Investment ManagementCRD 104702$96.77B
- Headquarters
- Laguna Beach, CA
- Advisory staff
- 44
- Clients
- 6,735
Bain Capital Private EquityCRD 145653$96.43B
- Headquarters
- Boston, MA
- Advisory staff
- 436
- Clients
- 36
Renaissance TechnologiesCRD 106661$96.38B
- Headquarters
- New York, NY
- Advisory staff
- 170
- Clients
- 14
GCM GrosvenorCRD 108654$95.49B
- Headquarters
- Chicago, IL
- Advisory staff
- 166
- Clients
- 394
Blue Owl GPSC AdvisorsCRD 293945$94.65B
- Headquarters
- New York, NY
- Advisory staff
- 40
- Clients
- 169
Numeric InvestorsCRD 131684$94.40B
- Headquarters
- Boston, MA
- Advisory staff
- 45
- Clients
- 120
PPM AmericaCRD 107269$93.79B
- Headquarters
- Chicago, IL
- Advisory staff
- 117
- Clients
- 46
Fort Washington Investment AdvisorsCRD 107126$93.47B
- Headquarters
- Cincinnati, OH
- Advisory staff
- 72
- Clients
- 755
Doubleline CapitalCRD 152606$93.32B
- Headquarters
- Tampa, FL
- Advisory staff
- 89
- Clients
- 102
Coatue ManagementCRD 157910$92.71B
- Headquarters
- New York, NY
- Advisory staff
- 68
- Clients
- 126
Cerberus Capital ManagementCRD 152175$92.50B
- Headquarters
- New York, NY
- Advisory staff
- 216
- Clients
- 257
Insight Venture ManagementCRD 142994$92.18B
- Headquarters
- New York, NY
- Advisory staff
- 147
- Clients
- 181
Wellington Alternative InvestmentsCRD 226715$92.17B
- Headquarters
- Boston, MA
- Advisory staff
- 1
- Clients
- 124
Blackstone Alternative Asset ManagementCRD 107580$92.04B
- Headquarters
- New York, NY
- Advisory staff
- 111
- Clients
- 181
AssetMarkCRD 109018$91.76B
- Headquarters
- Concord, CA
- Advisory staff
- 269
- Clients
- 456,452
Advent InternationalCRD 105673$91.63B
- Headquarters
- Boston, MA
- Advisory staff
- 103
- Clients
- 133
Capstone Investment AdvisorsCRD 155563$91.53B
- Headquarters
- New York, NY
- Advisory staff
- 115
- Clients
- 31
Ast Investment ServicesCRD 108897$91.47B
- Headquarters
- Shelton, CT
- Advisory staff
- 9
- Clients
- 1
Aegon USA Investment ManagementCRD 114537$88.80B
- Headquarters
- Cedar Rapids, IA
- Advisory staff
- 76
- Clients
- 80
Symetra Investment ManagementCRD 312176$88.78B
- Headquarters
- Farmington, CT
- Advisory staff
- 61
- Clients
- 10
Wisdomtree Asset ManagementCRD 139684$88.38B
- Headquarters
- New York, NY
- Advisory staff
- 28
- Clients
- 2
III Capital ManagementCRD 113539$88.24B
- Headquarters
- Boca Raton, FL
- Advisory staff
- 9
- Clients
- 21
Morningstar Investment ManagementCRD 108031$87.82B
- Headquarters
- Chicago, IL
- Advisory staff
- 52
- Clients
- 515,981
Pantheon Ventures (us)CRD 153425$87.69B
- Headquarters
- San Francisco, CA
- Advisory staff
- 56
- Clients
- 157
Clayton, Dubilier & RiceCRD 160492$87.35B
- Headquarters
- New York, NY
- Advisory staff
- 151
- Clients
- 42
FigCRD 129612$87.30B
- Headquarters
- New York, NY
- Advisory staff
- 432
- Clients
- 353
Cohen & Steers Capital ManagementCRD 106266$85.67B
- Headquarters
- New York, NY
- Advisory staff
- 60
- Clients
- 177
Leonard Green & PartnersCRD 158164$85.60B
- Headquarters
- Los Angeles, CA
- Advisory staff
- 57
- Clients
- 117
Connor Clark & Lunn Investment ManagementCRD 107557$85.59B
- Headquarters
- Vancouver, BC
- Advisory staff
- 56
- Clients
- 207
Proshare AdvisorsCRD 134155$85.30B
- Headquarters
- Bethesda, MD
- Advisory staff
- 35
- Clients
- 145
Mercer Global AdvisorsCRD 147363$84.40B
- Headquarters
- Denver, CO
- Advisory staff
- 632
- Clients
- 36,172
Clearlake Capital GroupCRD 157920$83.56B
- Headquarters
- Santa Monica, CA
- Advisory staff
- 97
- Clients
- 148
Nationwide Fund AdvisorsCRD 109391$83.14B
- Headquarters
- Columbus, OH
- Advisory staff
- 22
- Clients
- 129
Figures are from each firm's most recent Form ADV and are dated on its profile. Listing here is a matter of public record, not a recommendation.
About this list
This is one page of the directory, 50 firms at a time, ordered by the regulatory assets each firm reports in Item 5.F of its Form ADV. Order is a filed figure, not a ranking: a larger firm is not a better one.
Every firm is also reachable by state, by city and by custodian, and through search. Each profile restates one firm's filings with the figures as filed, the date of the filing, and a link to the document on the SEC's own site.