List of institutional investors who are active in the last 9 months.
| # | Name | Latest Filing Quarter | Latest Holding Count | Latest AUM |
| 6301 | Rockefeller Capital Management L.P. | 2025Q1 | 1619 | $40.05B |
| 6302 | Rockingstone Advisors LLC | 2025Q1 | 98 | $215.78M |
| 6303 | ROCKLAND TRUST CO | 2025Q1 | 267 | $1.96B |
| 6304 | Rockline Wealth Management LLC | 2025Q1 | 95 | $359.38M |
| 6305 | Rockport Wealth LLC | 2025Q1 | 40 | $281.65M |
| 6306 | Rockwood Wealth Management LLC | 2025Q1 | 93 | $970.44M |
| 6307 | Rodgers & Associates LTD | 2025Q1 | 95 | $802.28M |
| 6308 | Rodgers Brothers Inc. | 2025Q1 | 232 | $750.25M |
| 6309 | ROFFMAN MILLER ASSOCIATES INC | 2025Q1 | 75 | $1.59B |
| 6310 | ROGCO LP | 2025Q1 | 210 | $249.7M |
| 6311 | Roger Wittlin Investment Advisory LLC | 2025Q1 | 38 | $163.38M |
| 6312 | ROI Financial Advisors LLC | 2025Q1 | 60 | $136.97M |
| 6313 | Rokos Capital Management LLP | 2025Q1 | 66 | $3.56B |
| 6314 | Rolek Wealth Management LLC | 2025Q1 | 14 | $96.61M |
| 6315 | Rollins Financial Advisors LLC | 2025Q1 | 126 | $573.8M |
| 6316 | ROMAN BUTLER FULLERTON & CO | 2025Q1 | 215 | $255.31M |
| 6317 | ROMANO BROTHERS AND COMPANY | 2025Q1 | 298 | $771.59M |
| 6318 | Roof Eidam Maycock Peralta LLC | 2025Q1 | 117 | $374.14M |
| 6319 | Root Financial Partners LLC | 2025Q1 | 199 | $929.83M |
| 6320 | Rooted Wealth Advisors Inc. | 2025Q1 | 86 | $215.46M |
| 6321 | Rosalind Advisors Inc. | 2025Q1 | 31 | $205.23M |
| 6322 | Rosenberg Matthew Hamilton | 2025Q1 | 818 | $398.77M |
| 6323 | ROSENBLUM SILVERMAN SUTTON S F INC | 2025Q1 | 75 | $362.9M |
| 6324 | Rosenthal | Henry Capital Advisors Inc. | 2025Q1 | 39 | $99.16M |
| 6325 | Rossby Financial LCC | 2025Q1 | 1064 | $231.54M |
| 6326 | ROSSJOHNSON & Associates LLC | 2025Q1 | 357 | $5.83M |
| 6327 | Rossmore Private Capital | 2025Q1 | 242 | $801.25M |
| 6328 | Roth Financial Partners LLC | 2025Q1 | 30 | $239.4M |
| 6329 | Rothschild & Co Wealth Management UK Ltd | 2025Q1 | 27 | $5.94B |
| 6330 | Rothschild Capital Partners LLC | 2025Q1 | 89 | $381.37M |
| 6331 | ROTHSCHILD INVESTMENT LLC | 2025Q1 | 2983 | $1.49B |
| 6332 | Roubaix Capital LLC | 2025Q1 | 50 | $191.94M |
| 6333 | Round Hill Asset Management | 2025Q1 | 62 | $139.06M |
| 6334 | Round Rock Advisors LLC | 2025Q1 | 208 | $528.1M |
| 6335 | RoundAngle Advisors LLC | 2025Q1 | 54 | $106.38M |
| 6336 | Roundview Capital LLC | 2025Q1 | 298 | $1.34B |
| 6337 | Route One Investment Company L.P. | 2025Q1 | 13 | $2.35B |
| 6338 | Rovida Advisors Inc. | 2025Q1 | 12 | $133.53M |
| 6339 | Rovida Investment Management Ltd | 2025Q1 | 17 | $333.81M |
| 6340 | ROVIN CAPITAL /UT/ | 2025Q1 | 169 | $282.38M |
| 6341 | ROWLANDMILLER & PARTNERS.ADV | 2025Q1 | 185 | $475.17M |
| 6342 | Roxbury Financial LLC | 2025Q1 | 349 | $102.22M |
| 6343 | Royal Bank of Canada | 2025Q1 | 6109 | $442.06B |
| 6344 | Royal Capital Wealth Management LLC | 2025Q1 | 88 | $142.7M |
| 6345 | Royal Fund Management LLC | 2025Q1 | 244 | $808.9M |
| 6346 | Royal Harbor Partners LLC | 2025Q1 | 42 | $212.86M |
| 6347 | ROYAL LONDON ASSET MANAGEMENT LTD | 2025Q1 | 742 | $42.23B |
| 6348 | ROYCE & ASSOCIATES LP | 2025Q1 | 796 | $9.23B |
| 6349 | RP Management LLC | 2025Q1 | 4 | $138.84M |
| 6350 | RPD Fund Management LLC | 2025Q1 | 7 | $186.53M |