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Integration & migration consulting — April 2024

Data migration, middleware, and integration consultants — every deal is a CRM migration.

790 firms opened this window in the April 2024 SEC roster: 446 aum crossed 500m, 329 aum crossed 1b, 14 reorganization, 1 acquisition.

Months: October 2026 · September 2026 · August 2026 · July 2026 · June 2026 · May 2026 · April 2026 · March 2026 · February 2026 · January 2026 · December 2025 · August 2025 · July 2025 · June 2025 · May 2025 · April 2025 · March 2025 · February 2025 · January 2025 · December 2024 · November 2024 · October 2024 · September 2024 · August 2024 · July 2024 · June 2024 · May 2024 · April 2024 · March 2024 · February 2024

95
OBERMEYER WOOD INVESTMENT COUNSEL, LLLP — filed an Item 4A succession naming BOOTH CREEK CAPITAL MANAGEMENT LP (CRD 154415) — one firm absorbed the other. IAPD ↗
$2.14B RAUM · 14 reps · 970-925-8747 · obermeyerwood.com
85
FOLGER NOLAN FLEMING DOUGLAS INCORPORATED — crossed $1B in regulatory AUM ($972.1M -> $1.02B). IAPD ↗
$1.02B RAUM · 25 reps · 202-626-5300 · fnfd.com
85
SECURITY CAPITAL MANAGEMENT — crossed $1B in regulatory AUM ($982.7M -> $1.02B). IAPD ↗
$1.02B RAUM · 16 reps · 304-233-3312 · hazlettburt.com
85
GEORGE MCKELVEY CO., LLC — crossed $1B in regulatory AUM ($951.6M -> $1.05B). IAPD ↗
$1.05B RAUM · 9 reps · 732-449-5323 · georgemckelvey.com
85
&PARTNERS — crossed $1B in regulatory AUM ($663.8M -> $1.17B). IAPD ↗
$1.17B RAUM · 87 reps · 615-255-6431 · ensemblewealthplanning.com
85
CENTENNIAL SECURITIES COMPANY INC — crossed $1B in regulatory AUM ($944.8M -> $1.07B). IAPD ↗
$1.07B RAUM · 30 reps · 616-942-7680 · centennialsec.com
85
NORTHERN TRUST SECURITIES, INC — crossed $1B in regulatory AUM ($829.5M -> $1.03B). IAPD ↗
$1.03B RAUM · 70 reps · 312-557-2000 · northerntrust.com
85
MOMENTUM INDEPENDENT NETWORK INC. — crossed $1B in regulatory AUM ($824.5M -> $1.12B). IAPD ↗
$1.12B RAUM · 139 reps · 214-859-1800 · jeffneisler.com
85
RVK, INC. — crossed $1B in regulatory AUM ($956.8M -> $1.12B). IAPD ↗
$1.12B RAUM · 114 reps · 503-221-4200 · rvkinc.com
85
HUNTER ASSOCIATES LLC — crossed $1B in regulatory AUM ($832.7M -> $1.01B). IAPD ↗
$1.01B RAUM · 13 reps · 412-471-4191 · hunterassociates.com
85
ANCORA RETIREMENT PLAN ADVISORS, LLC — crossed $1B in regulatory AUM ($791.8M -> $1.06B). IAPD ↗
$1.06B RAUM · 23 reps · 216-593-5090
85
MIDDLETON & COMPANY INC. — crossed $1B in regulatory AUM ($895.2M -> $1.04B). IAPD ↗
$1.04B RAUM · 7 reps · (617)357-5101 · middletonco.com
85
PENOBSCOT INVESTMENT MANAGEMENT COMPANY, INC. — crossed $1B in regulatory AUM ($693.2M -> $1.05B). IAPD ↗
$1.05B RAUM · 7 reps · 617-227-3111 · pimboston.com
85
BLACKHILL CAPITAL, INC — crossed $1B in regulatory AUM ($904.5M -> $1.29B). IAPD ↗
$1.29B RAUM · 2 reps · 973-984-7014 · blackhillcapital.com
85
CCM INVESTMENT ADVISERS, LLC — crossed $1B in regulatory AUM ($892.1M -> $1.09B). IAPD ↗
$1.09B RAUM · 6 reps · 803-254-9500 · ccminc.com
85
WELLINGTON CONSULTING SERVICES INC — crossed $1B in regulatory AUM ($969.7M -> $1.69B). IAPD ↗
$1.69B RAUM · 9 reps · 877-836-1993 · wellington401k.com
85
RETIREMENT INVESTMENT ADVISORS INC — crossed $1B in regulatory AUM ($929.9M -> $1.11B). IAPD ↗
$1.11B RAUM · 8 reps · 405-842-3443 · theretirementpath.com
85
TSA MANAGEMENT INC — crossed $1B in regulatory AUM ($976.7M -> $1.11B). IAPD ↗
$1.11B RAUM · 2 reps · 516-676-3332 · hallidayfinancial.com
85
OPUS CAPITAL MANAGEMENT — crossed $1B in regulatory AUM ($894.4M -> $1.06B). IAPD ↗
$1.06B RAUM · 3 reps · 513-621-6787 · opus.capital
85
SAROFIM TRUST CO — crossed $1B in regulatory AUM ($811.5M -> $7.14B). IAPD ↗
$7.14B RAUM · 21 reps · 713-654-4484
85
PROVIDENT INVESTMENT MANAGEMENT, INC. — crossed $1B in regulatory AUM ($950.2M -> $1.09B). IAPD ↗
$1.09B RAUM · 6 reps · 248-380-1700 · investprovident.com
85
PEKIN HARDY STRAUSS, INC. — crossed $1B in regulatory AUM ($922.5M -> $1.04B). IAPD ↗
$1.04B RAUM · 8 reps · 312-554-7525
85
CABOT WEALTH MANAGEMENT — crossed $1B in regulatory AUM ($862.7M -> $1.01B). IAPD ↗
$1.01B RAUM · 9 reps · 978-745-9233
85
ARMSTRONG, FLEMING & MOORE, INC. — crossed $1B in regulatory AUM ($876.9M -> $1.04B). IAPD ↗
$1.04B RAUM · 16 reps · 202-887-8135
85
DELTA FINANCIAL GROUP, INC. — crossed $1B in regulatory AUM ($996.3M -> $1.20B). IAPD ↗
$1.20B RAUM · 4 reps · 908-542-9400 · deltafinancialgroup.com
85
MATRIX ASSET ADVISORS INC — crossed $1B in regulatory AUM ($884.5M -> $1.02B). IAPD ↗
$1.02B RAUM · 7 reps · 212-486-2004 · matrixadvisorsdividendfund.com
85
AGILI, P.C. — crossed $1B in regulatory AUM ($972.5M -> $1.10B). IAPD ↗
$1.10B RAUM · 11 reps · 804-358-2702 · agilipersonalcfo.com
85
VISION CAPITAL MANAGEMENT INC — crossed $1B in regulatory AUM ($860.2M -> $1.02B). IAPD ↗
$1.02B RAUM · 9 reps · 503-221-5656
85
KLCM ADVISORS, INC. — crossed $1B in regulatory AUM ($974.0M -> $1.25B). IAPD ↗
$1.25B RAUM · 5 reps · 414-765-1234 · klcminc.com
85
HOWARD FINANCIAL SERVICES, LTD. — crossed $1B in regulatory AUM ($988.5M -> $1.28B). IAPD ↗
$1.28B RAUM · 18 reps · 214-346-0785 · hfs-wm.com
85
CADINHA & CO LLC — crossed $1B in regulatory AUM ($931.3M -> $1.01B). IAPD ↗
$1.01B RAUM · 10 reps · 808-523-9488
85
APRIEM ADVISORS — crossed $1B in regulatory AUM ($862.1M -> $1.05B). IAPD ↗
$1.05B RAUM · 14 reps · (949) 253-8888 · apriem.com
85
SUNCOAST EQUITY MANAGEMENT, LLC — crossed $1B in regulatory AUM ($840.6M -> $1.36B). IAPD ↗
$1.36B RAUM · 11 reps · (813) 963-0502
85
PROFESSIONAL PLANNING GROUP — crossed $1B in regulatory AUM ($937.2M -> $1.06B). IAPD ↗
$1.06B RAUM · 8 reps · (401) 596-2800 · ppgadvisors.com
85
NEXT CENTURY GROWTH INVESTORS LLC — crossed $1B in regulatory AUM ($930.7M -> $1.17B). IAPD ↗
$1.17B RAUM · 5 reps · 763-591-4490 · ncgrowth.com
85
CAPITAL ADVANTAGE, INC. — crossed $1B in regulatory AUM ($905.2M -> $1.00B). IAPD ↗
$1.00B RAUM · 9 reps · 925-299-1500
85
EDGEMOOR INVESTMENT ADVISORS, INC. — crossed $1B in regulatory AUM ($969.4M -> $1.18B). IAPD ↗
$1.18B RAUM · 7 reps · 301-543-8881 · edgemoorinv.com
85
CORRIGAN FINANCIAL INC — crossed $1B in regulatory AUM ($931.9M -> $1.03B). IAPD ↗
$1.03B RAUM · 9 reps · 401-849-9313 · corriganfinancialinc.com
85
MOISAND FITZGERALD TAMAYO, LLC — crossed $1B in regulatory AUM ($901.4M -> $1.03B). IAPD ↗
$1.03B RAUM · 9 reps · 407-869-6228 · moisandfitzgerald.com
85
REDW WEALTH LLC — crossed $1B in regulatory AUM ($896.4M -> $1.00B). IAPD ↗
$1.00B RAUM · 14 reps · 505-998-3200
85
COMPAK ASSET MANAGEMENT — crossed $1B in regulatory AUM ($895.0M -> $1.08B). IAPD ↗
$1.08B RAUM · 12 reps · (800) 388-9700 · marketwrapwithmoe.com
85
GRIES FINANCIAL LLC — crossed $1B in regulatory AUM ($974.7M -> $1.22B). IAPD ↗
$1.22B RAUM · 13 reps · 216-861-1148 · gries.com
85
BEACON FINANCIAL GROUP — crossed $1B in regulatory AUM ($942.5M -> $1.00B). IAPD ↗
$1.00B RAUM · 6 reps · 972-726-9888
85
PARAGON ADVISORS, INC. — crossed $1B in regulatory AUM ($930.0M -> $1.00B). IAPD ↗
$1.00B RAUM · 10 reps · 216-491-3990 · paragonadvisors.net
85
SLOY, DAHL & HOLST, LLC — crossed $1B in regulatory AUM ($944.2M -> $1.34B). IAPD ↗
$1.34B RAUM · 5 reps · 503-248-9800 · sdh-inc.com
85
GREENWOOD GEARHART INC. — crossed $1B in regulatory AUM ($877.8M -> $1.11B). IAPD ↗
$1.11B RAUM · 8 reps · 479-521-5353 · greenwoodgearhart.com
85
BALLEW ADVISORS INC — crossed $1B in regulatory AUM ($839.7M -> $1.04B). IAPD ↗
$1.04B RAUM · 6 reps · 601-368-3500 · ballewwealth.com
85
STEIGERWALD, GORDON & KOCH - WEALTH ADVISORS — crossed $1B in regulatory AUM ($915.8M -> $1.05B). IAPD ↗
$1.05B RAUM · 7 reps · 703-777-8826
85
LYNX INVESTMENT ADVISORY, LLC — crossed $1B in regulatory AUM ($896.0M -> $1.08B). IAPD ↗
$1.08B RAUM · 9 reps · 202-833-3700 · lynxinvestment.com
85
BOUCHEY FINANCIAL GROUP LTD — crossed $1B in regulatory AUM ($830.8M -> $1.16B). IAPD ↗
$1.16B RAUM · 19 reps · 518-720-3333 · boucheyfinancial.com
85
FINANCIAL PLANNING AND INFORMATION SERVICES, INC. — crossed $1B in regulatory AUM ($896.7M -> $1.08B). IAPD ↗
$1.08B RAUM · 10 reps · 920-336-0863 · thefinplangroup.com
85
KOWAL INVESTMENT GROUP, LLC — crossed $1B in regulatory AUM ($934.8M -> $1.11B). IAPD ↗
$1.11B RAUM · 11 reps · (262) 522-4040 · kowalinvestmentgroup.com
85
TOWNSEND — crossed $1B in regulatory AUM ($991.0M -> $1.12B). IAPD ↗
$1.12B RAUM · 13 reps · 303-452-5986
85
WHITNEY & COMPANY — crossed $1B in regulatory AUM ($794.1M -> $1.02B). IAPD ↗
$1.02B RAUM · 8 reps · 585-232-6200
85
BURTON ENRIGHT WELCH — crossed $1B in regulatory AUM ($922.6M -> $1.13B). IAPD ↗
$1.13B RAUM · 10 reps · (925) 932-8010 · bewinvest.com
85
FINANCIAL SYMMETRY INC. — crossed $1B in regulatory AUM ($807.6M -> $1.00B). IAPD ↗
$1.00B RAUM · 15 reps · 919-851-8200 · financialsymmetry.com
85
SANDERSON WEALTH MANAGEMENT, LLC — crossed $1B in regulatory AUM ($898.7M -> $1.12B). IAPD ↗
$1.12B RAUM · 13 reps · 716-566-2420 · sandersonllc.com
85
ASPEN CAPITAL MANAGEMENT, LLC — crossed $1B in regulatory AUM ($850.4M -> $1.01B). IAPD ↗
$1.01B RAUM · 7 reps · 208-345-0174 · aspencapitalmgmt.com
85
WILLIS JOHNSON & ASSOCIATES, INC. — crossed $1B in regulatory AUM ($894.2M -> $1.17B). IAPD ↗
$1.17B RAUM · 18 reps · 713-439-1200
85
CHARTER OAK CAPITAL MANAGEMENT — crossed $1B in regulatory AUM ($983.4M -> $1.11B). IAPD ↗
$1.11B RAUM · 12 reps · 800-646-5720 · charteroakcm.com
85
SBC WEALTH MANAGEMENT — crossed $1B in regulatory AUM ($878.3M -> $1.01B). IAPD ↗
$1.01B RAUM · 7 reps · 317-848-4744
85
NORTHEAST FINANCIAL GROUP, INC. — crossed $1B in regulatory AUM ($775.1M -> $1.00B). IAPD ↗
$1.00B RAUM · 9 reps · 570-688-9898
85
ICAPITAL, LLC — crossed $1B in regulatory AUM ($958.5M -> $1.12B). IAPD ↗
$1.12B RAUM · 7 reps · (617)542-8700 · icapitalforme.com
85
CRA FINANCIAL SERVICES, L.L.C. — crossed $1B in regulatory AUM ($966.1M -> $1.20B). IAPD ↗
$1.20B RAUM · 7 reps · 609-380-3500
85
GRANVILLE CAPITAL, INC. — crossed $1B in regulatory AUM ($911.3M -> $1.05B). IAPD ↗
$1.05B RAUM · 7 reps · 336-273-8544 · granvillecapitalinc.com
85
SB CAPITAL MANAGEMENT, INC. — crossed $1B in regulatory AUM ($982.7M -> $1.09B). IAPD ↗
$1.09B RAUM · 6 reps · 818-774-1000 X 105 · singerburke.com
85
GREENROCK RESEARCH, INC. — crossed $1B in regulatory AUM ($965.1M -> $1.01B). IAPD ↗
$1.01B RAUM · 3 reps · 312.463.1301 · greenrockresearch.com
85
CHATTERTON & ASSOCIATES — crossed $1B in regulatory AUM ($943.7M -> $1.05B). IAPD ↗
$1.05B RAUM · 9 reps · 714-572-2050 · chattertoninc.com
85
SBK FINANCIAL, INC. — crossed $1B in regulatory AUM ($994.4M -> $1.13B). IAPD ↗
$1.13B RAUM · 8 reps · 804-237-1700 · sbkfinancial.com
85
ANCHOR INVESTMENT MANAGEMENT — crossed $1B in regulatory AUM ($935.5M -> $1.17B). IAPD ↗
$1.17B RAUM · 9 reps · 803-790-6654
85
PYA WALTMAN CAPITAL, LLC — crossed $1B in regulatory AUM ($864.0M -> $1.03B). IAPD ↗
$1.03B RAUM · 9 reps · 865-693-6301
85
GREENE WEALTH MANAGEMENT, LLC — crossed $1B in regulatory AUM ($982.0M -> $1.11B). IAPD ↗
$1.11B RAUM · 3 reps · 206-623-2200
85
NAVY FEDERAL INVESTMENT SERVICES, LLC — crossed $1B in regulatory AUM ($852.4M -> $1.47B). IAPD ↗
$1.47B RAUM · 110 reps · 703-206-1517 · navyfederal.org
85
TRAYNOR CAPITAL MANAGEMENT — crossed $1B in regulatory AUM ($823.1M -> $1.25B). IAPD ↗
$1.25B RAUM · 4 reps · 610-993-9050 · traynorcapital.com
85
MV CAPITAL MANAGEMENT, INC. — crossed $1B in regulatory AUM ($845.9M -> $1.07B). IAPD ↗
$1.07B RAUM · 9 reps · 301-656-6545
85
RVW WEALTH LLC — crossed $1B in regulatory AUM ($956.3M -> $1.11B). IAPD ↗
$1.11B RAUM · 10 reps · 310-945-4000 · rvwwealth.com
85
TRUENORTH WEALTH — crossed $1B in regulatory AUM ($879.9M -> $1.02B). IAPD ↗
$1.02B RAUM · 8 reps · 801-274-1820
85
BARNES PETTEY FINANCIAL ADVISORS, LLC — crossed $1B in regulatory AUM ($965.2M -> $1.09B). IAPD ↗
$1.09B RAUM · 10 reps · 662-627-2225
85
WALLINGTON ASSET MANAGEMENT — crossed $1B in regulatory AUM ($929.9M -> $1.05B). IAPD ↗
$1.05B RAUM · 8 reps · 317-575-8670 · wallingtonasset.com
85
BENEFIT FINANCIAL SERVICES GROUP — crossed $1B in regulatory AUM ($977.0M -> $1.15B). IAPD ↗
$1.15B RAUM · 26 reps · 949-955-2552 · bfsg-az.com
85
HOLLOW BROOK WEALTH MANAGEMENT LLC — crossed $1B in regulatory AUM ($956.6M -> $1.05B). IAPD ↗
$1.05B RAUM · 6 reps · 212-364-1848 · hollowbrookllc.com
85
TBH GLOBAL ASSET MANAGEMENT, LLC — crossed $1B in regulatory AUM ($951.2M -> $1.11B). IAPD ↗
$1.11B RAUM · 0 reps · 615-690-4820
85
DEAN CAPITAL MANAGEMENT — crossed $1B in regulatory AUM ($845.9M -> $1.06B). IAPD ↗
$1.06B RAUM · 5 reps · 913-944-4444 · deancapmgmt.com
85
PAYNE CAPITAL MANAGEMENT, LLC — crossed $1B in regulatory AUM ($895.0M -> $1.06B). IAPD ↗
$1.06B RAUM · 8 reps · 646-461-7670
85
EAGLE RIDGE INVESTMENT MANAGEMENT LLC — crossed $1B in regulatory AUM ($989.9M -> $1.16B). IAPD ↗
$1.16B RAUM · 7 reps · 203-227-4515
85
ROSEMAN WAGNER WEALTH MANAGEMENT — crossed $1B in regulatory AUM ($986.4M -> $1.11B). IAPD ↗
$1.11B RAUM · 5 reps · (916) 652-1525
85
STRATEGIC WEALTH PARTNERS, LTD. — crossed $1B in regulatory AUM ($795.8M -> $1.08B). IAPD ↗
$1.08B RAUM · 22 reps · (216) 800-9000 · swpconnect.com
85
EVERMAY WEALTH MANAGEMENT, LLC — crossed $1B in regulatory AUM ($799.5M -> $1.06B). IAPD ↗
$1.06B RAUM · 12 reps · 703 822-5696
85
GUIDESTONE ADVISORS — crossed $1B in regulatory AUM ($992.1M -> $1.29B). IAPD ↗
$1.29B RAUM · 17 reps · 214-720-6486 · guidestone.org (organization web site that contains links to all guidestone affiliates' websites)
85
HHM WEALTH ADVISORS, LLC — crossed $1B in regulatory AUM ($918.3M -> $1.07B). IAPD ↗
$1.07B RAUM · 12 reps · 423-826-1670
85
VERUS CAPITAL PARTNERS, LLC — crossed $1B in regulatory AUM ($948.2M -> $1.56B). IAPD ↗
$1.56B RAUM · 46 reps · 480-990-3719
85
TRIUNE FINANCIAL PARTNERS, LLC — crossed $1B in regulatory AUM ($939.7M -> $1.13B). IAPD ↗
$1.13B RAUM · 12 reps · 913-825-6100
85
EXPAND FINANCIAL, LLC — crossed $1B in regulatory AUM ($931.9M -> $1.40B). IAPD ↗
$1.40B RAUM · 3 reps · 720-387-8158 · expandfinancial.com
85
BAY COLONY ADVISORS — crossed $1B in regulatory AUM ($893.3M -> $1.07B). IAPD ↗
$1.07B RAUM · 26 reps · 978-369-7200
85
CAMPBELL WEALTH MANAGEMENT, INC. — crossed $1B in regulatory AUM ($799.7M -> $1.00B). IAPD ↗
$1.00B RAUM · 10 reps · 703-535-5300
85
SELECT MONEY MANAGEMENT, INC. — crossed $1B in regulatory AUM ($784.0M -> $1.11B). IAPD ↗
$1.11B RAUM · 8 reps · 949-975-7900 · selectportfolio.com
85
CAPITAL ADVISORS, LTD., LLC — crossed $1B in regulatory AUM ($956.8M -> $1.13B). IAPD ↗
$1.13B RAUM · 11 reps · 216-295-7900
85
TAMAR SECURITIES, LLC — crossed $1B in regulatory AUM ($874.3M -> $1.09B). IAPD ↗
$1.09B RAUM · 12 reps · 818-914-7460
85
CONWAY INVESTMENT SOLUTIONS — crossed $1B in regulatory AUM ($879.1M -> $1.00B). IAPD ↗
$1.00B RAUM · 13 reps · 314-721-9696 · conwayir.com
85
FOCUSED WEALTH MANAGEMENT, INC. — crossed $1B in regulatory AUM ($949.3M -> $1.18B). IAPD ↗
$1.18B RAUM · 12 reps · 845-691-4035
85
OBRA CAPITAL MANAGEMENT, LLC. — crossed $1B in regulatory AUM ($275.0M -> $2.68B). IAPD ↗
$2.68B RAUM · 54 reps · 512-961-8265
85
PETTINGA FINANCIAL ADVISORS, LLC — crossed $1B in regulatory AUM ($866.8M -> $1.00B). IAPD ↗
$1.00B RAUM · 7 reps · 812-436-4000
85
ZEGA FINANCIAL, LLC — crossed $1B in regulatory AUM ($513.4M -> $2.61B). IAPD ↗
$2.61B RAUM · 14 reps · 800-380-9342
85
KEARNS AND ASSOCIATES, LLC — crossed $1B in regulatory AUM ($601.8M -> $1.07B). IAPD ↗
$1.07B RAUM · 1 reps · 310-378-4023
85
MSH CAPITAL ADVISORS LLC — crossed $1B in regulatory AUM ($849.2M -> $1.04B). IAPD ↗
$1.04B RAUM · 11 reps · 480-563-2021
85
PERSONAL CFO SOLUTIONS LLC — crossed $1B in regulatory AUM ($960.5M -> $1.17B). IAPD ↗
$1.17B RAUM · 13 reps · 908-955-7055 · pcfos.com
85
REGAN CAPITAL — crossed $1B in regulatory AUM ($793.6M -> $1.21B). IAPD ↗
$1.21B RAUM · 3 reps · 214-550-1710 · regancapital.com
85
LEGACY FINANCIAL ADVISORS, INC. — crossed $1B in regulatory AUM ($987.6M -> $1.13B). IAPD ↗
$1.13B RAUM · 8 reps · 859-655-5225 · legacyfinancialadvisors.com
85
ASCENT WEALTH PARTNERS, LLC — crossed $1B in regulatory AUM ($958.5M -> $1.11B). IAPD ↗
$1.11B RAUM · 10 reps · 315-624-7300 · ascentwealthpartners.com
85
CGN ADVISORS, LLC — crossed $1B in regulatory AUM ($724.5M -> $1.14B). IAPD ↗
$1.14B RAUM · 41 reps · 910-333-6659 · growingfortunes.com
85
DELEGATE ADVISORS, LLC — crossed $1B in regulatory AUM ($902.4M -> $1.03B). IAPD ↗
$1.03B RAUM · 13 reps · 919-932-8400 · delegateadvisors.com
85
CLARO ADVISORS, LLC — crossed $1B in regulatory AUM ($787.3M -> $1.02B). IAPD ↗
$1.02B RAUM · 17 reps · (800) 604-2838 · claroadvisorspatrickmcnamara.com
85
THE PINNACLE FINANCIAL GROUP — crossed $1B in regulatory AUM ($801.5M -> $1.20B). IAPD ↗
$1.20B RAUM · 37 reps · 516-763-9700 · mckennafinancialplanning.com
85
TRUE PRIVATE WEALTH ADVISORS, LLC — crossed $1B in regulatory AUM ($947.8M -> $1.24B). IAPD ↗
$1.24B RAUM · 23 reps · 503-400-3311 · davisaltmangroup.com
85
CANAL CAPITAL MANAGEMENT, LLC — crossed $1B in regulatory AUM ($916.9M -> $1.08B). IAPD ↗
$1.08B RAUM · 7 reps · 804-325-1450 · canalcapitalmanagement.com
85
SAVOIE CAPITAL LLC — crossed $1B in regulatory AUM ($966.9M -> $1.11B). IAPD ↗
$1.11B RAUM · 2 reps · 773-573-9043 · savoiecapital.com
85
FUSION FAMILY WEALTH, LLC — crossed $1B in regulatory AUM ($849.0M -> $1.01B). IAPD ↗
$1.01B RAUM · 5 reps · (516) 206-1320 · fusionfamilywealth.com
85
THRIVE WEALTH MANAGEMENT, LLC — crossed $1B in regulatory AUM ($843.1M -> $1.09B). IAPD ↗
$1.09B RAUM · 13 reps · 215-376-5530 · thrivewealth.com
85
PRIVATE CAPITAL MANAGEMENT — crossed $1B in regulatory AUM ($956.5M -> $1.14B). IAPD ↗
$1.14B RAUM · 7 reps · (239) 254-2500
85
SCARBOROUGH CAPITAL MANAGEMENT — crossed $1B in regulatory AUM ($987.1M -> $1.19B). IAPD ↗
$1.19B RAUM · 10 reps · 410-573-5700 · 401kadvice.com
85
FOURSTAR WEALTH ADVISORS, LLC — crossed $1B in regulatory AUM ($677.1M -> $1.02B). IAPD ↗
$1.02B RAUM · 39 reps · (312) 667-1750 · main.advisoryoptionsforcpas.com
85
THE CAPITAL GROUP INVESTMENT ADVISORY SERVICES, LLC — crossed $1B in regulatory AUM ($807.7M -> $1.18B). IAPD ↗
$1.18B RAUM · 17 reps · (301) 214-7666
85
REVISOR WEALTH MANAGEMENT LLC — crossed $1B in regulatory AUM ($920.6M -> $1.72B). IAPD ↗
$1.72B RAUM · 8 reps · 330-864-9516
85
CAPITAL PLANNING ADVISORS LLC — crossed $1B in regulatory AUM ($985.7M -> $1.14B). IAPD ↗
$1.14B RAUM · 7 reps · 916-286-7650
85
CLEAR CREEK FINANCIAL MANAGEMENT, LLC — crossed $1B in regulatory AUM ($901.2M -> $1.18B). IAPD ↗
$1.18B RAUM · 35 reps · (360) 308-8239 · jackthomasfinancial.com
85
BOWIE CAPITAL MANAGEMENT, LLC — crossed $1B in regulatory AUM ($798.3M -> $1.03B). IAPD ↗
$1.03B RAUM · 4 reps · 214-712-4951 · bowiecapital.com
85
TWELVE POINTS WEALTH MANAGEMENT — crossed $1B in regulatory AUM ($833.7M -> $1.21B). IAPD ↗
$1.21B RAUM · 10 reps · 978-318-9500
85
JOURNEY ADVISORY GROUP, LLC — crossed $1B in regulatory AUM ($837.4M -> $1.02B). IAPD ↗
$1.02B RAUM · 11 reps · 859-888-0356
85
RIVER WEALTH ADVISORS LLC — crossed $1B in regulatory AUM ($896.6M -> $1.06B). IAPD ↗
$1.06B RAUM · 7 reps · 717-888-9830 · riverwealthadvisors.com
85
PINE VALLEY INVESTMENTS — crossed $1B in regulatory AUM ($964.6M -> $1.74B). IAPD ↗
$1.74B RAUM · 30 reps · 856-334-8260
85
HIGHMORE GROUP — crossed $1B in regulatory AUM ($613.8M -> $2.83B). IAPD ↗
$2.83B RAUM · 6 reps · 212-255-2221
85
DUNCAN WILLIAMS ASSET MANAGEMENT, LLC — crossed $1B in regulatory AUM ($632.0M -> $1.02B). IAPD ↗
$1.02B RAUM · 8 reps · (901) 435-4250
85
MARIETTA WEALTH MANAGEMENT, LLC — crossed $1B in regulatory AUM ($916.3M -> $1.15B). IAPD ↗
$1.15B RAUM · 9 reps · 404-549-6930 · mariettawealth.com
85
INVST, LLC — crossed $1B in regulatory AUM ($961.1M -> $1.35B). IAPD ↗
$1.35B RAUM · 40 reps · 317-202-1891
85
GILBERT & COOK, INC. — crossed $1B in regulatory AUM ($973.6M -> $1.20B). IAPD ↗
$1.20B RAUM · 17 reps · (515) 270-6444
85
ALTRAVUE CAPITAL, LLC — crossed $1B in regulatory AUM ($907.8M -> $1.12B). IAPD ↗
$1.12B RAUM · 3 reps · 425 455-8896 · altravue.com
85
LYELL WEALTH MANAGEMENT LP — crossed $1B in regulatory AUM ($862.9M -> $1.09B). IAPD ↗
$1.09B RAUM · 9 reps · 650-353-3692 · lyellwealth.com
85
MANHATTAN WEST ASSET MANAGEMENT, LLC — crossed $1B in regulatory AUM ($737.2M -> $1.04B). IAPD ↗
$1.04B RAUM · 33 reps · 310-341-4585
85
ONEASCENT FINANCIAL SERVICES LLC — crossed $1B in regulatory AUM ($456.4M -> $1.79B). IAPD ↗
$1.79B RAUM · 39 reps · 205-313-9142
85
THE FIDUCIARY ALLIANCE — crossed $1B in regulatory AUM ($864.8M -> $1.23B). IAPD ↗
$1.23B RAUM · 28 reps · 864-385-7999
85
PARKSIDE INVESTMENTS, LLC — crossed $1B in regulatory AUM ($914.3M -> $1.16B). IAPD ↗
$1.16B RAUM · 5 reps · (312) 778-7700 · parksideinv.com
85
PERENNIAL FINANCIAL SERVICES — crossed $1B in regulatory AUM ($686.4M -> $1.48B). IAPD ↗
$1.48B RAUM · 32 reps · 310-445-2504
85
SLATESTONE WEALTH LLC — crossed $1B in regulatory AUM ($952.3M -> $1.37B). IAPD ↗
$1.37B RAUM · 17 reps · 561-244-2504 · slatestone.com
85
AVESTAR CAPITAL, LLC — crossed $1B in regulatory AUM ($960.8M -> $1.14B). IAPD ↗
$1.14B RAUM · 5 reps · 212-706-4140
85
TAIKO — crossed $1B in regulatory AUM ($609.5M -> $1.42B). IAPD ↗
$1.42B RAUM · 2 reps · 312-300-4781 · advisor-os.com
85
KINGSWOOD WEALTH ADVISORS, LLC — crossed $1B in regulatory AUM ($969.4M -> $1.04B). IAPD ↗
$1.04B RAUM · 73 reps · 800-535-6981 · kingswoodus.com
85
THE COURY FIRM — crossed $1B in regulatory AUM ($997.0M -> $1.14B). IAPD ↗
$1.14B RAUM · 14 reps · 412-261-5744 · couryfirm.com
85
N.E.W. ADVISORY SERVICES, LLC — crossed $1B in regulatory AUM ($838.1M -> $1.10B). IAPD ↗
$1.10B RAUM · 12 reps · 920-712-7800 · johnsonwealth.net
85
9258 WEALTH MANAGEMENT, LLC — crossed $1B in regulatory AUM ($883.2M -> $1.03B). IAPD ↗
$1.03B RAUM · 10 reps · 513-791-9258
85
PASADENA PRIVATE WEALTH, LLC — crossed $1B in regulatory AUM ($917.2M -> $1.21B). IAPD ↗
$1.21B RAUM · 6 reps · 626-993-9300 · pasadenaprivatewealth.com
85
CWS FINANCIAL ADVISORS LLC — crossed $1B in regulatory AUM ($988.5M -> $1.05B). IAPD ↗
$1.05B RAUM · 5 reps · (269) 349-4600 · cwsfas.com
85
GRAVES LIGHT LENHART — crossed $1B in regulatory AUM ($933.7M -> $1.09B). IAPD ↗
$1.09B RAUM · 6 reps · (540) 433-3076 · gllwealth.com
85
MAG CAP — crossed $1B in regulatory AUM ($884.2M -> $1.15B). IAPD ↗
$1.15B RAUM · 13 reps · 601-362-5872
85
INDEPENDENCE SQUARE HOLDINGS, LLC — crossed $1B in regulatory AUM ($926.4M -> $1.15B). IAPD ↗
$1.15B RAUM · 40 reps · 610-520-1500
85
SIMPLICITY WEALTH — crossed $1B in regulatory AUM ($201.0M -> $3.17B). IAPD ↗
$3.17B RAUM · 159 reps · 844-220-8326 · augusthvelten.com
85
AUSTIN PRIVATE WEALTH, LLC — crossed $1B in regulatory AUM ($823.1M -> $1.06B). IAPD ↗
$1.06B RAUM · 20 reps · (512) 886-4114
85
LEVEL FOUR CAPITAL MANAGEMENT — crossed $1B in regulatory AUM ($784.4M -> $1.01B). IAPD ↗
$1.01B RAUM · 10 reps · 866-834-1040 · levelfourcapital.com
85
ALIYA CAPITAL PARTNERS LLC — crossed $1B in regulatory AUM ($890.2M -> $1.00B). IAPD ↗
$1.00B RAUM · 7 reps · 305 831 4999
85
OAKRIDGE MANAGEMENT GROUP LLC — crossed $1B in regulatory AUM ($597.7M -> $1.09B). IAPD ↗
$1.09B RAUM · 3 reps · 203-257-3289
85
FORGE FINANCIAL — crossed $1B in regulatory AUM ($854.0M -> $1.01B). IAPD ↗
$1.01B RAUM · 11 reps · 405-340-1600
85
ALLIE FAMILY OFFICE LLC — crossed $1B in regulatory AUM ($961.3M -> $1.12B). IAPD ↗
$1.12B RAUM · 9 reps · 786-635-7162
85
PINE GROVE FINANCIAL GROUP — crossed $1B in regulatory AUM ($699.8M -> $1.03B). IAPD ↗
$1.03B RAUM · 8 reps · 651 714 0323
85
GREAT WATERS FINANCIAL — crossed $1B in regulatory AUM ($957.6M -> $1.02B). IAPD ↗
$1.02B RAUM · 26 reps · 612-360-2127
85
UX WEALTH PARTNERS LLC — crossed $1B in regulatory AUM ($941.1M -> $1.50B). IAPD ↗
$1.50B RAUM · 4 reps · 720-797-8357
85
TRB WEALTH MANAGEMENT, LLC — crossed $1B in regulatory AUM ($489.0M -> $1.19B). IAPD ↗
$1.19B RAUM · 8 reps · 956-217-6029 · trb.bank
85
THE NEMES RUSH GROUP, LLC — crossed $1B in regulatory AUM ($913.7M -> $1.07B). IAPD ↗
$1.07B RAUM · 7 reps · 248-449-5436
85
ROLLINS FINANCIAL ADVISORS, LLC — crossed $1B in regulatory AUM ($848.3M -> $1.06B). IAPD ↗
$1.06B RAUM · 6 reps · 404-892-7967
85
CORNERSTONE PORTFOLIO RESEARCH — crossed $1B in regulatory AUM ($368.6M -> $1.35B). IAPD ↗
$1.35B RAUM · 5 reps · 484-631-3684 · cornerstoneportfolioresearch.com
85
ADAMO CAPITAL — crossed $1B in regulatory AUM ($635.0M -> $1.17B). IAPD ↗
$1.17B RAUM · 6 reps · 305 650-2997
85
PRIVATE WEALTH ASSET MANAGEMENT — crossed $1B in regulatory AUM ($926.2M -> $1.61B). IAPD ↗
$1.61B RAUM · 20 reps · 515-328- 8872
85
GODWIN CAPITAL GROUP, LLC — crossed $1B in regulatory AUM ($769.7M -> $1.07B). IAPD ↗
$1.07B RAUM · 4 reps · 678-705-5347 · godwincap.com
85
AS INVESTMENT MANAGEMENT — crossed $1B in regulatory AUM ($100.0M -> $2.84B). IAPD ↗
$2.84B RAUM · 10 reps · 917-277-3516
85
INVICTUS PRIVATE WEALTH, LLC — crossed $1B in regulatory AUM ($813.6M -> $1.07B). IAPD ↗
$1.07B RAUM · 2 reps · 202-744-9724 · invictusprivatewealth.com
85
FLEISHER, MARTIN — crossed $1B in regulatory AUM ($124.9M -> $1.15B). IAPD ↗
$1.15B RAUM · 1 reps · 212-767-7307
85
PETREDIS INVESTMENT ADVISORS — crossed $1B in regulatory AUM ($881.9M -> $1.11B). IAPD ↗
$1.11B RAUM · 5 reps · 878-231-4300 · petredisia.com
85
TITLEIST ASSET MANAGEMENT, LLC — crossed $1B in regulatory AUM ($960.5M -> $1.40B). IAPD ↗
$1.40B RAUM · 18 reps · 210-826-2424 · tamgmt.com
70
BERTHEL FISHER & COMPANY FINANCIAL SERVICES, INC. — crossed $500M in regulatory AUM ($395.9M -> $742.2M). IAPD ↗
$742.2M RAUM · 100 reps · 319-447-5700 · berthel.com
70
ALLIANCE ADVISORY & SECURITIES, LLC — crossed $500M in regulatory AUM ($454.4M -> $608.4M). IAPD ↗
$608.4M RAUM · 16 reps · 805-371-8020 · allianceadvisory.com
70
SANDERS MORRIS LLC — crossed $500M in regulatory AUM ($492.3M -> $819.9M). IAPD ↗
$819.9M RAUM · 13 reps · 713-224-3100
70
COKER & PALMER — crossed $500M in regulatory AUM ($136.8M -> $791.5M). IAPD ↗
$791.5M RAUM · 10 reps · 601-354-0860 · cokerpalmer.com
70
ROGAN & ASSOCIATES — crossed $500M in regulatory AUM ($286.0M -> $586.2M). IAPD ↗
$586.2M RAUM · 10 reps · 727-712-3400
70
CLUNE & ASSOCIATES — crossed $500M in regulatory AUM ($433.7M -> $582.7M). IAPD ↗
$582.7M RAUM · 4 reps · (312) 644-6040 · clune.biz
70
LAWSON KROEKER INVESTMENT MANAGEMENT INC — crossed $500M in regulatory AUM ($397.3M -> $623.8M). IAPD ↗
$623.8M RAUM · 5 reps · 402-392-2606 · lkfunds.com
70
JENTNER WEALTH MANAGEMENT — crossed $500M in regulatory AUM ($481.1M -> $522.6M). IAPD ↗
$522.6M RAUM · 5 reps · 330-668-1000 · jentnerglobalmanagement.com
70
SCOTT & SELBER, INC. CAPITAL MANAGEMENT — crossed $500M in regulatory AUM ($452.3M -> $513.9M). IAPD ↗
$513.9M RAUM · 2 reps · 713-850-1717
70
PVG ASSET MANAGEMENT CORP — crossed $500M in regulatory AUM ($350.7M -> $500.4M). IAPD ↗
$500.4M RAUM · 3 reps · 303-526-0548 · pvgassetmanagement.com
70
COMPASS WEALTH MANAGEMENT LLC — crossed $500M in regulatory AUM ($461.3M -> $542.1M). IAPD ↗
$542.1M RAUM · 4 reps · 203-453-7000 · compasswealthmanagement.com
70
HOLDERNESS INVESTMENTS CO — crossed $500M in regulatory AUM ($346.7M -> $510.8M). IAPD ↗
$510.8M RAUM · 4 reps · 336-574-1400 · holdernessinvestments.com
70
LK&A INVESTMENT COUNSEL — crossed $500M in regulatory AUM ($440.6M -> $509.6M). IAPD ↗
$509.6M RAUM · 2 reps · 626/449-9500 · lkainvestments.com
70
CAPITAL RESOURCE MANAGEMENT,INC. — crossed $500M in regulatory AUM ($492.0M -> $532.9M). IAPD ↗
$532.9M RAUM · 2 reps · 847-948-1700 · crminvest.com
70
HFR WEALTH MANAGEMENT, LLC — crossed $500M in regulatory AUM ($465.1M -> $513.3M). IAPD ↗
$513.3M RAUM · 4 reps · 518-346-8189
70
HARTLINE INVESTMENT CORPORATION — crossed $500M in regulatory AUM ($497.2M -> $659.3M). IAPD ↗
$659.3M RAUM · 3 reps · 312-726-5703 · hartlineinv.com
70
TRUST ADVISORY GROUP LTD — crossed $500M in regulatory AUM ($499.7M -> $560.4M). IAPD ↗
$560.4M RAUM · 41 reps · 781-933-6100 · coromandelwm.com
70
ASPYRE WEALTH PARTNERS — crossed $500M in regulatory AUM ($468.4M -> $534.8M). IAPD ↗
$534.8M RAUM · 11 reps · 913-345-1881
70
WHELAN FINANCIAL — crossed $500M in regulatory AUM ($453.1M -> $568.8M). IAPD ↗
$568.8M RAUM · 7 reps · 559-228-8002 · whelanfinancial.com
70
KUTSCHER BENNER BARSNESS & STEVENS, INC. — crossed $500M in regulatory AUM ($436.0M -> $513.2M). IAPD ↗
$513.2M RAUM · 6 reps · 206-462-6100 · krbfinancial.com
70
WHITE LIGHTHOUSE INVESTMENT MANAGEMENT, INC. — crossed $500M in regulatory AUM ($421.2M -> $511.1M). IAPD ↗
$511.1M RAUM · 8 reps · 508-471-4431 · white-lighthouse.com
70
SEMPER AUGUSTUS INVESTMENTS GROUP LLC — crossed $500M in regulatory AUM ($477.2M -> $597.2M). IAPD ↗
$597.2M RAUM · 2 reps · 303-893-1214
70
PARAGON CAPITAL MANAGEMENT LLC — crossed $500M in regulatory AUM ($451.2M -> $545.0M). IAPD ↗
$545.0M RAUM · 6 reps · 913-451-2254
70
FINANCIAL ALTERNATIVES, INC. — crossed $500M in regulatory AUM ($459.0M -> $507.1M). IAPD ↗
$507.1M RAUM · 5 reps · 858-459-8289 · financialalternatives.com
70
GUGGENHEIM INVESTMENT ADVISORS, LLC — crossed $500M in regulatory AUM ($391.6M -> $876.5M). IAPD ↗
$876.5M RAUM · 10 reps · 866-285-3655 · guggenheimpartners.com
70
MARIETTA INVESTMENT PARTNERS, LLC — crossed $500M in regulatory AUM ($481.9M -> $535.6M). IAPD ↗
$535.6M RAUM · 4 reps · 414-289-9080 · mariettallc.com
70
JOHN E. SESTINA AND COMPANY — crossed $500M in regulatory AUM ($451.1M -> $547.0M). IAPD ↗
$547.0M RAUM · 12 reps · 614.326.3077 · managingtobewealthy.com
70
HIGH FALLS ADVISORS, INC. — crossed $500M in regulatory AUM ($451.4M -> $520.6M). IAPD ↗
$520.6M RAUM · 11 reps · 585-935-5300 · highfallsadvisors.com
70
NORTHEAST ADVISERS, INC. — crossed $500M in regulatory AUM ($489.3M -> $517.1M). IAPD ↗
$517.1M RAUM · 4 reps · 610-240-7955 · northeastadvisers.com
70
KAYE CAPITAL MANAGEMENT — crossed $500M in regulatory AUM ($488.5M -> $668.7M). IAPD ↗
$668.7M RAUM · 3 reps · 310-207-5293
70
KIELY WEALTH ADVISORY GROUP, INC. — crossed $500M in regulatory AUM ($416.0M -> $525.0M). IAPD ↗
$525.0M RAUM · 3 reps · 252-439-1888 · thekielygroup.com
70
BEAM WEALTH ADVISORS, INC. — crossed $500M in regulatory AUM ($499.2M -> $577.4M). IAPD ↗
$577.4M RAUM · 17 reps · 985-893-1440
70
OARSMAN CAPITAL, INC — crossed $500M in regulatory AUM ($440.0M -> $703.3M). IAPD ↗
$703.3M RAUM · 10 reps · 414-221-0081 · oarsman.net
70
BARD FINANCIAL SERVICES, INC. — crossed $500M in regulatory AUM ($494.0M -> $573.0M). IAPD ↗
$573.0M RAUM · 3 reps · 203-481-7676 · bardfinancial.com
70
KNIGHTSBRIDGE WEALTH MANAGEMENT — crossed $500M in regulatory AUM ($491.2M -> $643.7M). IAPD ↗
$643.7M RAUM · 5 reps · 949-644-4444 · knightsb.com
70
LEELYN SMITH, LLC — crossed $500M in regulatory AUM ($466.1M -> $603.4M). IAPD ↗
$603.4M RAUM · 17 reps · 630-232-8995
70
FIRST FIDUCIARY INVESTMENT COUNSEL INC — crossed $500M in regulatory AUM ($489.3M -> $502.0M). IAPD ↗
$502.0M RAUM · 3 reps · 216-643-9100 · firstfiduciary.com
70
INTEGRIS WEALTH MANAGEMENT, LLC — crossed $500M in regulatory AUM ($488.3M -> $573.9M). IAPD ↗
$573.9M RAUM · 7 reps · 831-333-1717
70
MORLING FINANCIAL ADVISORS, LLC — crossed $500M in regulatory AUM ($485.6M -> $607.0M). IAPD ↗
$607.0M RAUM · 12 reps · 844-667-5464 · morlingadvisors.com
70
MONUMENT GROUP WEALTH ADVISORS, LLC — crossed $500M in regulatory AUM ($429.4M -> $535.6M). IAPD ↗
$535.6M RAUM · 3 reps · 978-369-7705 · monumentgroupwealth.com
70
EPSILON FINANCIAL GROUP, INC. — crossed $500M in regulatory AUM ($466.0M -> $559.0M). IAPD ↗
$559.0M RAUM · 5 reps · 707-428-5500 · epsilonfg.com
70
NEUMANN CAPITAL MANAGEMENT — crossed $500M in regulatory AUM ($443.9M -> $506.2M). IAPD ↗
$506.2M RAUM · 4 reps · 650-548-9200 · neumanncm.portal.tamaracinc.com
70
DAVIDSON CAPITAL MANAGEMENT, INC — crossed $500M in regulatory AUM ($401.2M -> $503.1M). IAPD ↗
$503.1M RAUM · 3 reps · 361-906-0070 · davidsoncap.com
70
CENTURY MANAGEMENT FINANCIAL ADVISORS — crossed $500M in regulatory AUM ($461.4M -> $500.5M). IAPD ↗
$500.5M RAUM · 11 reps · 512-329-0050 · cmadvisorsfunds.com
70
PARKER INVESTMENT MANAGEMENT, LLC — crossed $500M in regulatory AUM ($413.7M -> $536.4M). IAPD ↗
$536.4M RAUM · 2 reps · 650-326-0387 · parkerinvest.com
70
STRATEGIC PLANNING GROUP — crossed $500M in regulatory AUM ($431.8M -> $513.8M). IAPD ↗
$513.8M RAUM · 5 reps · 801-627-2200 · spgutah.com
70
LAUTERBACH FINANCIAL ADVISORS, LLC — crossed $500M in regulatory AUM ($485.9M -> $549.9M). IAPD ↗
$549.9M RAUM · 4 reps · 915-544-6950 · lfa-ia.com
70
DISCIPLINED INVESTORS, L.L.C. — crossed $500M in regulatory AUM ($458.4M -> $577.3M). IAPD ↗
$577.3M RAUM · 6 reps · 254-265-7410
70
THE GOFF FINANCIAL GROUP — crossed $500M in regulatory AUM ($420.3M -> $500.9M). IAPD ↗
$500.9M RAUM · 4 reps · 713-850-8900 · matthewgoff.com
70
ELEMENT WEALTH, LLC — crossed $500M in regulatory AUM ($449.6M -> $549.8M). IAPD ↗
$549.8M RAUM · 3 reps · 601-957-6006 · myelementwealth.com
70
BW & ASSOCIATES, INC. — crossed $500M in regulatory AUM ($442.6M -> $523.4M). IAPD ↗
$523.4M RAUM · 2 reps · 714-998-2077 · bwandassociatesinc.com
70
FREEGULLIVER, LLC — crossed $500M in regulatory AUM ($465.3M -> $548.3M). IAPD ↗
$548.3M RAUM · 8 reps · 504-899-0300 · freegulliver.com
70
CAPITAL ADVISERS, INC. — crossed $500M in regulatory AUM ($360.0M -> $560.0M). IAPD ↗
$560.0M RAUM · 3 reps · 919-865-1930 · capitaladvisersinc.com
70
LOUNTZIS ASSET MANAGEMENT, LLC — crossed $500M in regulatory AUM ($415.3M -> $504.5M). IAPD ↗
$504.5M RAUM · 3 reps · (610) 375-2585 · lountzis.com
70
NAVALIGN, LLC — crossed $500M in regulatory AUM ($438.7M -> $553.7M). IAPD ↗
$553.7M RAUM · 7 reps · 818-728-4500 · navalign.com
70
GERBER, LLC — crossed $500M in regulatory AUM ($396.4M -> $502.8M). IAPD ↗
$502.8M RAUM · 5 reps · 614-431-4343
70
PATTON WEALTH ADVISORS — crossed $500M in regulatory AUM ($438.0M -> $593.6M). IAPD ↗
$593.6M RAUM · 1 reps · 214-234-9900
70
KLAAS FINANCIAL ASSET ADVISORS, LLC. — crossed $500M in regulatory AUM ($478.3M -> $568.6M). IAPD ↗
$568.6M RAUM · 12 reps · 815-877-8440 · klaasfinancial.com
70
ALTRIUS CAPITAL MANAGEMENT, INC. — crossed $500M in regulatory AUM ($458.5M -> $586.5M). IAPD ↗
$586.5M RAUM · 7 reps · 252-638-7598 · altrius-capital.com
70
MARKET STREET WEALTH MANAGEMENT ADVISORS, LLC — crossed $500M in regulatory AUM ($491.8M -> $571.8M). IAPD ↗
$571.8M RAUM · 8 reps · 317-552-0505
70
FIFTH AVENUE FAMILY OFFICE — crossed $500M in regulatory AUM ($190.7M -> $633.4M). IAPD ↗
$633.4M RAUM · 4 reps · 239-262-6300 · fifthavenuefamily.com
70
FINANCIAL PLANS & STRATEGIES, INC. — crossed $500M in regulatory AUM ($431.3M -> $549.9M). IAPD ↗
$549.9M RAUM · 4 reps · 317-882-7675 · finplans.com
70
JVL WEALTH STRATEGIES — crossed $500M in regulatory AUM ($431.7M -> $552.7M). IAPD ↗
$552.7M RAUM · 6 reps · 616-261-2800 · jvlwealth.com
70
PURKISS CAPITAL ADVISORS, LLC — crossed $500M in regulatory AUM ($452.6M -> $514.2M). IAPD ↗
$514.2M RAUM · 3 reps · (203) 431-5862 · pcapadvisors.com
70
LUNT CAPITAL MANAGEMENT INC. — crossed $500M in regulatory AUM ($466.6M -> $521.1M). IAPD ↗
$521.1M RAUM · 3 reps · 801-503-3035 · luntcapital.com
70
KELLEHER FINANCIAL ADVISORS, LLC — crossed $500M in regulatory AUM ($470.7M -> $573.6M). IAPD ↗
$573.6M RAUM · 8 reps · 212-709-9400 · kf-advisors.com
70
FOUNDATION WEALTH MANAGEMENT, LLC — crossed $500M in regulatory AUM ($478.0M -> $525.1M). IAPD ↗
$525.1M RAUM · 3 reps · 314-726-6789 · fwmria.com
70
HOPWOOD FINANCIAL SERVICES, INC. — crossed $500M in regulatory AUM ($486.3M -> $548.1M). IAPD ↗
$548.1M RAUM · 6 reps · 703-787-0008 · hopwoodfinancial.com
70
FRANCIS FINANCIAL — crossed $500M in regulatory AUM ($419.4M -> $509.7M). IAPD ↗
$509.7M RAUM · 7 reps · 212-374-9008 · francisfinancial.com
70
EICHNER INVESTMENT PLANNING, LLC — crossed $500M in regulatory AUM ($417.3M -> $536.6M). IAPD ↗
$536.6M RAUM · 1 reps · 513-290-9170 · eichplan.com
70
EVEREST CONSULTANTS, LLC — crossed $500M in regulatory AUM ($446.0M -> $549.9M). IAPD ↗
$549.9M RAUM · 3 reps · 315-234-8131 · everestconsultants.net
70
OAKMONT CAPITAL MANAGEMENT, LLC — crossed $500M in regulatory AUM ($455.6M -> $528.4M). IAPD ↗
$528.4M RAUM · 7 reps · (412) 828-5550 · oakmontcap.com
70
CASSADY SCHILLER WEALTH MANAGEMENT, LLC — crossed $500M in regulatory AUM ($413.8M -> $517.4M). IAPD ↗
$517.4M RAUM · 8 reps · 513-483-6652 · cassadyschiller.com
70
E & G ADVISORS, LP — crossed $500M in regulatory AUM ($466.7M -> $519.2M). IAPD ↗
$519.2M RAUM · 4 reps · 713-880-5819 · eandgadvisors.com
70
NEWBRIDGE FINANCIAL SERVICES GROUP, INC. — crossed $500M in regulatory AUM ($472.0M -> $566.2M). IAPD ↗
$566.2M RAUM · 73 reps · 954-334-3450 · newbridgefsg.com
70
ROCK POINT ADVISORS, LLC — crossed $500M in regulatory AUM ($460.4M -> $527.3M). IAPD ↗
$527.3M RAUM · 5 reps · 802-864-2266 · rockpointadvisors.com
70
ABG CONSULTANTS — crossed $500M in regulatory AUM ($468.3M -> $511.9M). IAPD ↗
$511.9M RAUM · 3 reps · 801-486-5069 · consultabg.com
70
WATTS GWILLIAM & COMPANY, LLC — crossed $500M in regulatory AUM ($432.9M -> $586.6M). IAPD ↗
$586.6M RAUM · 7 reps · 480-889-8998 · wattsgwilliam.com
70
IRC WEALTH — crossed $500M in regulatory AUM ($432.3M -> $518.8M). IAPD ↗
$518.8M RAUM · 6 reps · 404-968-9348
70
GRYPHON ADVISORS, LLC — crossed $500M in regulatory AUM ($450.0M -> $510.3M). IAPD ↗
$510.3M RAUM · 3 reps · 847-424-0465 · gryphonadvisors.net
70
THE WATCHMAN GROUP, INC. — crossed $500M in regulatory AUM ($451.1M -> $533.1M). IAPD ↗
$533.1M RAUM · 4 reps · 469-241-0122 · watchmangroup.com
70
CENTRIC WEALTH MANAGEMENT, LLC — crossed $500M in regulatory AUM ($448.5M -> $659.2M). IAPD ↗
$659.2M RAUM · 8 reps · 312-429-6100 · centricwealthmanagement.com
70
KENDALL CAPITAL MANAGEMENT — crossed $500M in regulatory AUM ($419.1M -> $519.8M). IAPD ↗
$519.8M RAUM · 6 reps · 301-838-9110 · kendallcapital.com
70
FCF ADVISORS LLC — crossed $500M in regulatory AUM ($354.4M -> $585.6M). IAPD ↗
$585.6M RAUM · 5 reps · 212-217-2597
70
AMERICAN INDEPENDENT SECURITIES GROUP, LLC — crossed $500M in regulatory AUM ($407.7M -> $513.3M). IAPD ↗
$513.3M RAUM · 33 reps · 208-489-3131
70
THE RICE PARTNERSHIP, LLC — crossed $500M in regulatory AUM ($499.2M -> $609.4M). IAPD ↗
$609.4M RAUM · 6 reps · 808-585-7788
70
INTEGRITY FINANCIAL CORPORATION — crossed $500M in regulatory AUM ($462.7M -> $549.1M). IAPD ↗
$549.1M RAUM · 18 reps · 8007944015
70
ACKERMAN ASSET MANAGEMENT, LLC — crossed $500M in regulatory AUM ($458.9M -> $559.3M). IAPD ↗
$559.3M RAUM · 1 reps · 301-230-2088 · ackermanasset.com
70
STONE HOUSE INVESTMENT MANAGEMENT, LLC — crossed $500M in regulatory AUM ($401.5M -> $544.5M). IAPD ↗
$544.5M RAUM · 12 reps · (570) 836-7020
70
ALPHA INVESTMENT CONSULTING GROUP, LLC — crossed $500M in regulatory AUM ($465.4M -> $560.5M). IAPD ↗
$560.5M RAUM · 4 reps · 414-319-4100
70
ASSET STRATEGY ADVISORS, LLC — crossed $500M in regulatory AUM ($493.8M -> $557.0M). IAPD ↗
$557.0M RAUM · 8 reps · 781-235-4426
70
RIVERVIEW CAPITAL ADVISERS LLC — crossed $500M in regulatory AUM ($458.1M -> $527.5M). IAPD ↗
$527.5M RAUM · 4 reps · 617-423-0080 · riverviewcapital.com
70
FIRST CITIZENS ASSET MANAGEMENT, INC — crossed $500M in regulatory AUM ($273.7M -> $523.0M). IAPD ↗
$523.0M RAUM · 32 reps · 800-229-0205 · firstcitizens.com
70
SIKICH FINANCIAL — crossed $500M in regulatory AUM ($486.4M -> $749.1M). IAPD ↗
$749.1M RAUM · 19 reps · 217-862-1843 · sikich.com
70
DREAM CAPITAL ADVISORS, LLC — crossed $500M in regulatory AUM ($491.4M -> $553.0M). IAPD ↗
$553.0M RAUM · 1 reps · 847-970-9090 · dreamcapitaladvisors.com
70
TRUE WEALTH DESIGN, LLC — crossed $500M in regulatory AUM ($431.1M -> $561.1M). IAPD ↗
$561.1M RAUM · 9 reps · (330) 777-0688
70
BELLATORE FINANCIAL, INC. — crossed $500M in regulatory AUM ($496.3M -> $513.3M). IAPD ↗
$513.3M RAUM · 2 reps · 877.242.9949 · whygofeebased.com
70
BROADVIEW FINANCIAL MANAGEMENT, LLC — crossed $500M in regulatory AUM ($465.3M -> $549.0M). IAPD ↗
$549.0M RAUM · 6 reps · 414-390-1492 · unbiasedfeeonly.com
70
PARAGON FINANCIAL ADVISORS — crossed $500M in regulatory AUM ($480.5M -> $680.6M). IAPD ↗
$680.6M RAUM · 7 reps · 979-693-3907 · paragon-adv.com
70
SECURE ASSET MANAGEMENT, L.L.C. — crossed $500M in regulatory AUM ($440.0M -> $599.6M). IAPD ↗
$599.6M RAUM · 41 reps · 248-414-1562 · secureinvestorsgroup.com
70
J.P. MARVEL WEALTH MANAGEMENT, INC. — crossed $500M in regulatory AUM ($483.6M -> $564.2M). IAPD ↗
$564.2M RAUM · 6 reps · 617-342-5600 · jpmarvel.com
70
WALSH & ASSOCIATES, LLC — crossed $500M in regulatory AUM ($481.9M -> $574.3M). IAPD ↗
$574.3M RAUM · 5 reps · 941-952-1188 · walshandassociates.com
70
PREISZ FINANCIAL — crossed $500M in regulatory AUM ($480.8M -> $552.9M). IAPD ↗
$552.9M RAUM · 6 reps · 503-224-1600 · preisz.com
70
CONCENTRIC WEALTH MANAGEMENT LLC — crossed $500M in regulatory AUM ($494.6M -> $601.3M). IAPD ↗
$601.3M RAUM · 3 reps · 925-962-1100 · concentric-wealth.com
70
DMKC ADVISORY SERVICES, LLC — crossed $500M in regulatory AUM ($476.8M -> $562.5M). IAPD ↗
$562.5M RAUM · 8 reps · 515-221-1133 · dmkc.com
70
DIVERSIFY WEALTH MANAGEMENT LLC — crossed $500M in regulatory AUM ($458.1M -> $540.2M). IAPD ↗
$540.2M RAUM · 24 reps · 801-221-2939 · ljcooper.com
70
PASI INVESTMENTS, LLC — crossed $500M in regulatory AUM ($450.9M -> $503.3M). IAPD ↗
$503.3M RAUM · 4 reps · 860-284-6880
70
GENEX CONSULTING — crossed $500M in regulatory AUM ($496.3M -> $605.5M). IAPD ↗
$605.5M RAUM · 18 reps · 314-590-5900
70
CONCISE CAPITAL MANAGEMENT, L.P. — crossed $500M in regulatory AUM ($465.4M -> $526.4M). IAPD ↗
$526.4M RAUM · 7 reps · 305-371-4578 · concisecapital.com
70
PETERSON WEALTH ADVISORS, LLC — crossed $500M in regulatory AUM ($479.1M -> $567.4M). IAPD ↗
$567.4M RAUM · 10 reps · 801-225-0000 · petersonwealth.com
70
PRINCETON GLOBAL ASSET MANAGEMENT LLC — crossed $500M in regulatory AUM ($491.4M -> $605.8M). IAPD ↗
$605.8M RAUM · 13 reps · 609-945-1781 · princetonglobal.com
70
GREAT POINT WEALTH ADVISORS, LLC — crossed $500M in regulatory AUM ($464.4M -> $545.9M). IAPD ↗
$545.9M RAUM · 3 reps · (617) 585-0050 · greatpointwealth.com
70
VERDE CAPITAL MANAGEMENT, INC. — crossed $500M in regulatory AUM ($376.2M -> $505.5M). IAPD ↗
$505.5M RAUM · 8 reps · 248-528-1870 · verdecm.com
70
NBW CAPITAL LLC — crossed $500M in regulatory AUM ($456.2M -> $525.3M). IAPD ↗
$525.3M RAUM · 4 reps · 617-482-2222
70
SCHWARZ DYGOS WHEELER INVESTMENT ADVISORS LLC — crossed $500M in regulatory AUM ($445.3M -> $552.9M). IAPD ↗
$552.9M RAUM · 8 reps · (612) 355 - 4360 · sdwia.com
70
SIGNALPOINT ASSET MANAGEMENT LLC — crossed $500M in regulatory AUM ($441.0M -> $522.3M). IAPD ↗
$522.3M RAUM · 9 reps · 417-869-9980 · signalpointinvest.com
70
HOURGLASS CAPITAL, LLC — crossed $500M in regulatory AUM ($467.6M -> $535.6M). IAPD ↗
$535.6M RAUM · 3 reps · 713-936-0440 · hourglasscapital.com
70
SIHARUM ADVISORS, LLC — crossed $500M in regulatory AUM ($489.6M -> $560.6M). IAPD ↗
$560.6M RAUM · 3 reps · (617) 428-7500 · managerfirst.net (reserved)
70
THE RETIREMENT GROUP, LLC — crossed $500M in regulatory AUM ($437.4M -> $544.5M). IAPD ↗
$544.5M RAUM · 20 reps · 800-900-5867
70
WOODWARD FINANCIAL ADVISORS, INC. — crossed $500M in regulatory AUM ($455.3M -> $511.2M). IAPD ↗
$511.2M RAUM · 5 reps · 919-929-2495 · woodwardadvisors.com
70
TALSON CAPITAL MANAGEMENT L.P. — crossed $500M in regulatory AUM ($489.2M -> $530.0M). IAPD ↗
$530.0M RAUM · 4 reps · 203-202-7500 · talsoncapital.com
70
FORT SHERIDAN ADVISORS LLC — crossed $500M in regulatory AUM ($409.8M -> $647.9M). IAPD ↗
$647.9M RAUM · 5 reps · 847-559-9700 · karmincapital.com
70
CHERRY TREE WEALTH MANAGEMENT, LLC — crossed $500M in regulatory AUM ($484.9M -> $553.9M). IAPD ↗
$553.9M RAUM · 8 reps · 952-893-9012 · cherrytreewealth.com
70
S.A. MASON, LLC — crossed $500M in regulatory AUM ($454.3M -> $573.9M). IAPD ↗
$573.9M RAUM · 2 reps · 616-355-3500
70
ARIN RISK ADVISORS LLC — crossed $500M in regulatory AUM ($345.3M -> $987.8M). IAPD ↗
$987.8M RAUM · 4 reps · 610.822.3400
70
MISSION CREEK CAPITAL PARTNERS, INC. — crossed $500M in regulatory AUM ($424.2M -> $547.0M). IAPD ↗
$547.0M RAUM · 7 reps · 415-363-0400 · missioncreekcap.com
70
VENTURA WEALTH MANAGEMENT — crossed $500M in regulatory AUM ($443.2M -> $518.2M). IAPD ↗
$518.2M RAUM · 8 reps · 866 899-0068
70
ASSET ALLOCATION STRATEGIES, LLC — crossed $500M in regulatory AUM ($451.3M -> $626.7M). IAPD ↗
$626.7M RAUM · 40 reps · 248-489-0101 · glpfinancialgroup.com
70
PENINSULA WEALTH, LLC — crossed $500M in regulatory AUM ($480.7M -> $623.1M). IAPD ↗
$623.1M RAUM · 5 reps · (415) 678-5360
70
WESTHILL FINANCIAL ADVISORS, INC. — crossed $500M in regulatory AUM ($487.9M -> $588.8M). IAPD ↗
$588.8M RAUM · 6 reps · 415-456-2292
70
ROVIN CAPITAL — crossed $500M in regulatory AUM ($478.6M -> $596.1M). IAPD ↗
$596.1M RAUM · 8 reps · 480-739-2110 · facadvisors.com
70
FLYNN ZITO CAPITAL MANAGEMENT, LLC — crossed $500M in regulatory AUM ($470.2M -> $549.2M). IAPD ↗
$549.2M RAUM · 6 reps · (516) 746-9000
70
HORAN CAPITAL ADVISORS, LLC — crossed $500M in regulatory AUM ($483.5M -> $533.6M). IAPD ↗
$533.6M RAUM · 4 reps · 513-745-0707
70
FOREFRONT ANALYTICS, LLC — crossed $500M in regulatory AUM ($454.0M -> $500.4M). IAPD ↗
$500.4M RAUM · 11 reps · 610-341-3900 · forefrontanalytics.com
70
BARON WEALTH MANAGEMENT, LLC — crossed $500M in regulatory AUM ($498.8M -> $626.5M). IAPD ↗
$626.5M RAUM · 3 reps · (248) 251-0161
70
WAMBOLT & ASSOCIATES, LLC — crossed $500M in regulatory AUM ($419.3M -> $564.7M). IAPD ↗
$564.7M RAUM · 10 reps · 720-962-6700 · wamboltwealth.com
70
12TH STREET ASSET MANAGEMENT — crossed $500M in regulatory AUM ($481.9M -> $545.8M). IAPD ↗
$545.8M RAUM · 4 reps · 615-915-3701 · 12thstreetasset.com
70
RENAISSANCE INVESTMENT GROUP, LLC — crossed $500M in regulatory AUM ($486.6M -> $558.2M). IAPD ↗
$558.2M RAUM · 5 reps · 413-445-2481 · rigllc.com
70
WAYCROSS PARTNERS, LLC — crossed $500M in regulatory AUM ($300.7M -> $566.1M). IAPD ↗
$566.1M RAUM · 7 reps · 502-410-1900 · waycrosspartners.com
70
BELMONT CAPITAL GROUP — crossed $500M in regulatory AUM ($478.3M -> $589.8M). IAPD ↗
$589.8M RAUM · 4 reps · 310-203-2670 · belmontcapitalgroup.com
70
CARLTON, HOFFERKAMP AND JENKS WEALTH MANAGEMENT, LLC — crossed $500M in regulatory AUM ($458.7M -> $502.1M). IAPD ↗
$502.1M RAUM · 4 reps · 281-298-2700 · chjwealthmanagement.com
70
CREAND MANAGEMENT — crossed $500M in regulatory AUM ($470.3M -> $508.3M). IAPD ↗
$508.3M RAUM · 17 reps · 305-358-8844 · creditandorragroup.com
70
MARKET STREET WEALTH MANAGEMENT — crossed $500M in regulatory AUM ($481.3M -> $589.2M). IAPD ↗
$589.2M RAUM · 11 reps · (610) 692-3200 · marketstreetwealth.net
70
APEX FINANCIAL ADVISORS, INC — crossed $500M in regulatory AUM ($470.9M -> $537.9M). IAPD ↗
$537.9M RAUM · 4 reps · 215-493-1900
70
MMA ASSET MANAGEMENT LLC — crossed $500M in regulatory AUM ($463.0M -> $638.4M). IAPD ↗
$638.4M RAUM · 17 reps · 610-684-3200 · marshmma.com
70
P/E GLOBAL LLC — crossed $500M in regulatory AUM ($371.4M -> $702.3M). IAPD ↗
$702.3M RAUM · 31 reps · 617-933-4500 · peinvestments.com
70
ACTIVEST WEALTH MANAGEMENT, LLC — crossed $500M in regulatory AUM ($486.0M -> $613.4M). IAPD ↗
$613.4M RAUM · 8 reps · 954-399-8121 · activestwm.com
70
MOUNTAIN CAPITAL INVESTMENT ADVISORS INC — crossed $500M in regulatory AUM ($440.0M -> $608.0M). IAPD ↗
$608.0M RAUM · 12 reps · 720-500-0050 · mountaincapital.us
70
FIELDER CAPITAL GROUP LLC — crossed $500M in regulatory AUM ($439.6M -> $834.6M). IAPD ↗
$834.6M RAUM · 3 reps · 212-918-4860 · vimeo.com
70
SOLSTEIN CAPITAL, LLC — crossed $500M in regulatory AUM ($382.7M -> $562.4M). IAPD ↗
$562.4M RAUM · 3 reps · 415-231-3000
70
STUDIO INVESTMENT MANAGEMENT — crossed $500M in regulatory AUM ($457.9M -> $715.8M). IAPD ↗
$715.8M RAUM · 5 reps · 312-399-0828 · studioinvestment.com
70
SUMMIT STREET CAPITAL MANAGEMENT, LLC — crossed $500M in regulatory AUM ($487.3M -> $586.6M). IAPD ↗
$586.6M RAUM · 3 reps · 212-750-7036 · ssvfunds.com
70
LEVCO CAPITAL LP — crossed $500M in regulatory AUM ($494.2M -> $550.3M). IAPD ↗
$550.3M RAUM · 4 reps · 914-393-9169
70
MARSHALL & STERLING WEALTH ADVISORS, INC. — crossed $500M in regulatory AUM ($422.5M -> $663.9M). IAPD ↗
$663.9M RAUM · 6 reps · 845-554-1046 · ms-wealth.com
70
MANSKE WEALTH MANAGEMENT, LLC — crossed $500M in regulatory AUM ($426.4M -> $513.3M). IAPD ↗
$513.3M RAUM · 6 reps · (713) 581-1994 · manskewealth.com
70
INVEX ADVISORS LLC — crossed $500M in regulatory AUM ($460.5M -> $534.7M). IAPD ↗
$534.7M RAUM · 6 reps · 786-425-1717
70
AAF WEALTH MANAGEMENT, LLC — crossed $500M in regulatory AUM ($385.3M -> $507.1M). IAPD ↗
$507.1M RAUM · 6 reps · 508-366-9100
70
NEW VERNON WEALTH MANAGEMENT LLC — crossed $500M in regulatory AUM ($430.8M -> $551.9M). IAPD ↗
$551.9M RAUM · 5 reps · 847-926-5700 · newvernonwealth.com
70
SOURCE FINANCIAL ADVISORS, LLC — crossed $500M in regulatory AUM ($450.7M -> $519.5M). IAPD ↗
$519.5M RAUM · 1 reps · 212-273-0400
70
ARGENT RETIREMENT PLAN ADVISORS, LLC — crossed $500M in regulatory AUM ($393.8M -> $947.7M). IAPD ↗
$947.7M RAUM · 4 reps · 381-251-5800 · argentfinancial.com
70
HC ADVISORS LLC — crossed $500M in regulatory AUM ($455.9M -> $625.4M). IAPD ↗
$625.4M RAUM · 6 reps · 404-705-4593 · hc-adv.com
70
STONEBRIDGE FINANCIAL GROUP — crossed $500M in regulatory AUM ($323.0M -> $576.1M). IAPD ↗
$576.1M RAUM · 4 reps · 855-530-0500
70
DARWIN WEALTH MANAGEMENT — crossed $500M in regulatory AUM ($473.2M -> $570.6M). IAPD ↗
$570.6M RAUM · 6 reps · 813-579-4074
70
TCFG INVESTMENT ADVISORS, LLC — crossed $500M in regulatory AUM ($450.5M -> $506.8M). IAPD ↗
$506.8M RAUM · 24 reps · 949-365-5830 · tcfgcompanies.com
70
BENEDETTI, GUCER & ASSOCIATES — crossed $500M in regulatory AUM ($364.9M -> $572.3M). IAPD ↗
$572.3M RAUM · 13 reps · 404-602-0034
70
CONCENTRUM WEALTH MANAGEMENT — crossed $500M in regulatory AUM ($413.5M -> $623.5M). IAPD ↗
$623.5M RAUM · 4 reps · 408-840-4030
70
PERENNIAL — crossed $500M in regulatory AUM ($455.9M -> $591.7M). IAPD ↗
$591.7M RAUM · 4 reps · 212-652-3900
70
CAPITAL PLANNING, LLC — crossed $500M in regulatory AUM ($461.3M -> $549.4M). IAPD ↗
$549.4M RAUM · 8 reps · 425-643-1800
70
ARBOR TRUST WEALTH ADVISORS, LLC — crossed $500M in regulatory AUM ($450.6M -> $527.6M). IAPD ↗
$527.6M RAUM · 5 reps · (734) 389-7794 · arbortrust.com
70
TRANSATLANTIQUE PRIVATE WEALTH LLC — crossed $500M in regulatory AUM ($492.4M -> $595.3M). IAPD ↗
$595.3M RAUM · 7 reps · 212 644 4219
70
SIVIA CAPITAL PARTNERS, LLC — crossed $500M in regulatory AUM ($366.1M -> $512.9M). IAPD ↗
$512.9M RAUM · 2 reps · (415) 231-7490
70
DENVER PWM, LLC — crossed $500M in regulatory AUM ($447.1M -> $585.8M). IAPD ↗
$585.8M RAUM · 13 reps · 720-354-3850 · harmonypca.com
70
FIDUCIARY FINANCIAL ADVISORS — crossed $500M in regulatory AUM ($352.2M -> $555.4M). IAPD ↗
$555.4M RAUM · 22 reps · 6166223062
70
IFG ADVISORS, LLC — crossed $500M in regulatory AUM ($452.0M -> $554.0M). IAPD ↗
$554.0M RAUM · 2 reps · 314-569-0500
70
CATALINA CAPITAL GROUP, LLC — crossed $500M in regulatory AUM ($394.6M -> $629.6M). IAPD ↗
$629.6M RAUM · 5 reps · 310-540-5544
70
ROSE CAPITAL ADVISORS, LLC — crossed $500M in regulatory AUM ($409.6M -> $543.2M). IAPD ↗
$543.2M RAUM · 7 reps · 305-534-7673 · rosecapitaladvisors.com
70
CALIBER WEALTH MANAGEMENT, LLC — crossed $500M in regulatory AUM ($424.4M -> $503.2M). IAPD ↗
$503.2M RAUM · 5 reps · 385-223-8688
70
PROFESSIONAL FINANCIAL ADVISORS, LLC — crossed $500M in regulatory AUM ($307.3M -> $500.3M). IAPD ↗
$500.3M RAUM · 5 reps · 308-534-8210 · pfaretire.com
70
COYLE CAPITAL, LLC — crossed $500M in regulatory AUM ($299.6M -> $625.9M). IAPD ↗
$625.9M RAUM · 5 reps · (512) 522-9043 · coylecap.com
70
SHARIAPORTFOLIO, INC. — crossed $500M in regulatory AUM ($447.1M -> $832.3M). IAPD ↗
$832.3M RAUM · 6 reps · 321-275-5125 · shariaportfolio.com
70
TREVIAN WEALTH MANAGEMENT, LLC — crossed $500M in regulatory AUM ($409.6M -> $500.3M). IAPD ↗
$500.3M RAUM · 2 reps · 847-347-3000 · trevianwealth.com
70
CASTLEPOINT WEALTH ADVISORS — crossed $500M in regulatory AUM ($326.7M -> $547.3M). IAPD ↗
$547.3M RAUM · 8 reps · 405-705-2906
70
ROWLAND MILLER + PARTNERS LLC — crossed $500M in regulatory AUM ($460.2M -> $514.1M). IAPD ↗
$514.1M RAUM · 3 reps · 404-816-5350
70
BETTERWEALTH LLC — crossed $500M in regulatory AUM ($385.8M -> $501.7M). IAPD ↗
$501.7M RAUM · 4 reps · 408-659-2390
70
WAHED — crossed $500M in regulatory AUM ($346.5M -> $523.6M). IAPD ↗
$523.6M RAUM · 1 reps · 1-855-976-4747 · wahedinvest.com
70
FINANCIAL FOCUS LLC — crossed $500M in regulatory AUM ($487.1M -> $642.0M). IAPD ↗
$642.0M RAUM · 5 reps · 760-431-3040 · financialfocusllc.com
70
SUMMIT WEALTH GROUP LLC — crossed $500M in regulatory AUM ($499.7M -> $516.1M). IAPD ↗
$516.1M RAUM · 8 reps · 802-295-5300 · summitwg.com
70
DELAP WEALTH ADVISORY, LLC — crossed $500M in regulatory AUM ($317.8M -> $545.6M). IAPD ↗
$545.6M RAUM · 3 reps · (503) 697-4118 · delapwa.com
70
SWEENEY & MICHEL, LLC — crossed $500M in regulatory AUM ($423.5M -> $557.5M). IAPD ↗
$557.5M RAUM · 4 reps · (530) 487-1777
70
BECK BODE LLC — crossed $500M in regulatory AUM ($489.8M -> $556.4M). IAPD ↗
$556.4M RAUM · 13 reps · 617-209-2224
70
WOODSTOCK WEALTH MANAGEMENT, INC. — crossed $500M in regulatory AUM ($418.8M -> $511.2M). IAPD ↗
$511.2M RAUM · 26 reps · 800-279-4468 · veritas-financial.com
70
SUNBURST FINANCIAL GROUP, LLC — crossed $500M in regulatory AUM ($500.0M -> $578.4M). IAPD ↗
$578.4M RAUM · 6 reps · 205-823-4949 · sunburstfinancial.com
70
PAX FINANCIAL GROUP — crossed $500M in regulatory AUM ($494.8M -> $600.1M). IAPD ↗
$600.1M RAUM · 11 reps · 210-881-5700
70
TRUNORTH WEALTH PARTNERS — crossed $500M in regulatory AUM ($467.7M -> $516.8M). IAPD ↗
$516.8M RAUM · 7 reps · 651-735-5878
70
NORTHSTAR FIDUCIARY PARTNERS, LLC — crossed $500M in regulatory AUM ($451.7M -> $771.7M). IAPD ↗
$771.7M RAUM · 2 reps · 732-322-2570 · nsfpllc.com
70
PALO ALTO WEALTH ADVISORS, LLC — crossed $500M in regulatory AUM ($472.7M -> $592.9M). IAPD ↗
$592.9M RAUM · 4 reps · (650) 656-9800
70
WMG FINANCIAL ADVISORS, LLC — crossed $500M in regulatory AUM ($464.4M -> $523.1M). IAPD ↗
$523.1M RAUM · 12 reps · (865) 290-4000 · wmgfa.com
70
MAYTECH GLOBAL INVESTMENTS — crossed $500M in regulatory AUM ($366.2M -> $627.2M). IAPD ↗
$627.2M RAUM · 2 reps · 212-899-2730 · maytechglobal.com
70
ROUND ROCK ADVISORS LLC — crossed $500M in regulatory AUM ($484.8M -> $673.3M). IAPD ↗
$673.3M RAUM · 10 reps · (203) 920-4774
70
TCP ASSET MANAGEMENT, LLC — crossed $500M in regulatory AUM ($470.5M -> $641.8M). IAPD ↗
$641.8M RAUM · 17 reps · 614-761-9378 · tcpasset.com
70
ADAMS WEALTH ADVISORS — crossed $500M in regulatory AUM ($443.8M -> $603.5M). IAPD ↗
$603.5M RAUM · 15 reps · (435)752-1702
70
WISS PRIVATE CLIENT ADVISORS, LLC — crossed $500M in regulatory AUM ($246.8M -> $539.7M). IAPD ↗
$539.7M RAUM · 8 reps · 973-577-2872
70
G2 CAPITAL MANAGEMENT, LLC — crossed $500M in regulatory AUM ($492.1M -> $557.0M). IAPD ↗
$557.0M RAUM · 4 reps · (614) 484-1400 · g2capital.net
70
STORDAHL CAPITAL MANAGEMENT, INC. — crossed $500M in regulatory AUM ($437.4M -> $530.4M). IAPD ↗
$530.4M RAUM · 6 reps · 303-770-0602 · stordahlcap.com
70
ASTORIA PORTFOLIO ADVISORS LLC — crossed $500M in regulatory AUM ($313.1M -> $504.2M). IAPD ↗
$504.2M RAUM · 6 reps · 212-381-6185
70
EARLY MCCLINTIC & MCMILLAN, LLC — crossed $500M in regulatory AUM ($456.3M -> $504.8M). IAPD ↗
$504.8M RAUM · 6 reps · 281-491-5260 · emcmc.com
70
ALLIUM FINANCIAL ADVISORS, LLC — crossed $500M in regulatory AUM ($462.5M -> $558.2M). IAPD ↗
$558.2M RAUM · 5 reps · 877-487-6860 · alliumfinancial.com
70
BERNARDO WEALTH PLANNING, LLC — crossed $500M in regulatory AUM ($499.6M -> $609.8M). IAPD ↗
$609.8M RAUM · 9 reps · 267-500-1080
70
GLOBAL FINANCIAL PRIVATE CLIENT — crossed $500M in regulatory AUM ($419.2M -> $515.7M). IAPD ↗
$515.7M RAUM · 5 reps · 941-441-1624
70
LITTLE HOUSE CAPITAL, LLC — crossed $500M in regulatory AUM ($399.5M -> $532.1M). IAPD ↗
$532.1M RAUM · 7 reps · 617-545-5600
70
EQ WEALTH MANAGEMENT — crossed $500M in regulatory AUM ($458.1M -> $593.7M). IAPD ↗
$593.7M RAUM · 6 reps · 425-434-1000
70
ASTON CAPITAL MANAGEMENT — crossed $500M in regulatory AUM ($488.5M -> $508.4M). IAPD ↗
$508.4M RAUM · 3 reps · 305 722 5989
70
MA PRIVATE WEALTH, LLC — crossed $500M in regulatory AUM ($445.0M -> $513.2M). IAPD ↗
$513.2M RAUM · 5 reps · (650) 232-2021 · maprivatewealth.com
70
PROTECTION POINT ADVISORS — crossed $500M in regulatory AUM ($464.8M -> $548.3M). IAPD ↗
$548.3M RAUM · 12 reps · 916-367-4540 · protectionpointadvisors.com
70
MATERETSKY FINANCIAL GROUP — crossed $500M in regulatory AUM ($437.3M -> $523.5M). IAPD ↗
$523.5M RAUM · 4 reps · 561-735-9227 · materetsky.com
70
BRIDGEWEALTH ADVISORY GROUP, LLC — crossed $500M in regulatory AUM ($410.9M -> $530.1M). IAPD ↗
$530.1M RAUM · 3 reps · (559) 432-6100 · bridgewealth.com
70
ACT TWO INVESTORS LLC — crossed $500M in regulatory AUM ($123.3M -> $505.0M). IAPD ↗
$505.0M RAUM · 1 reps · 831-226-2915 · acttwoinvestors.com
70
CARLSON FINANCIAL — crossed $500M in regulatory AUM ($342.4M -> $508.6M). IAPD ↗
$508.6M RAUM · 15 reps · (844) 227-5766
70
WEALTHCARE INVESTMENT PARTNERS LLC — crossed $500M in regulatory AUM ($457.7M -> $560.1M). IAPD ↗
$560.1M RAUM · 6 reps · (401) 682-2335 · wcipllc.com
70
PRINCIPAL ADVISED SERVICES — crossed $500M in regulatory AUM ($352.6M -> $569.5M). IAPD ↗
$569.5M RAUM · 58 reps · 866-412-0770
70
MTM INVESTMENT MANAGEMENT, LLC — crossed $500M in regulatory AUM ($451.3M -> $525.1M). IAPD ↗
$525.1M RAUM · 5 reps · 864-582-7000
70
SCISSORTAIL WEALTH MANAGEMENT, LLC — crossed $500M in regulatory AUM ($408.7M -> $530.8M). IAPD ↗
$530.8M RAUM · 7 reps · (918) 956-0500
70
MEADOW CREEK WEALTH ADVISORS, LLC — crossed $500M in regulatory AUM ($477.1M -> $569.8M). IAPD ↗
$569.8M RAUM · 5 reps · 470-359-9270 · meadowcreekwealthadvisors.com
70
ACCURATE WEALTH MANAGEMENT, LLC — crossed $500M in regulatory AUM ($473.4M -> $780.5M). IAPD ↗
$780.5M RAUM · 28 reps · 813-994-0984 · seacureadvisors.com
70
GKB PARTNERS LLC — crossed $500M in regulatory AUM ($492.7M -> $583.0M). IAPD ↗
$583.0M RAUM · 1 reps · 203-856-6852
70
KOZAK & TRIPP PRIVATE ASSET MANAGEMENT, INC. — crossed $500M in regulatory AUM ($457.5M -> $628.4M). IAPD ↗
$628.4M RAUM · 2 reps · 303-847-4045
70
HARRELL INVESTMENT PARTNERS, LLC — crossed $500M in regulatory AUM ($450.8M -> $502.8M). IAPD ↗
$502.8M RAUM · 3 reps · 512-759-8000 · harrellpartners.com
70
LIGHTHOUSE WEALTH STRATEGIES, LLC — crossed $500M in regulatory AUM ($455.4M -> $636.6M). IAPD ↗
$636.6M RAUM · 11 reps · 253-948-3725 · lighthousegigharbor.com
70
WALLED LAKE PLANNING & WEALTH MANAGEMENT, LLC — crossed $500M in regulatory AUM ($477.3M -> $556.6M). IAPD ↗
$556.6M RAUM · 5 reps · (847) 616-2590 · walledlakewealth.com
70
OPES WEALTH MANAGEMENT, LLC — crossed $500M in regulatory AUM ($473.6M -> $589.9M). IAPD ↗
$589.9M RAUM · 5 reps · 408-831-5800
70
VINOBLE GROUP — crossed $500M in regulatory AUM ($389.7M -> $507.6M). IAPD ↗
$507.6M RAUM · 6 reps · (206) 317-6822 · ethixinsurance.com
70
BELLWETHER WEALTH — crossed $500M in regulatory AUM ($454.7M -> $516.6M). IAPD ↗
$516.6M RAUM · 4 reps · 402-476-8844 · bellww.com
70
PROMETHOS CAPITAL, LLC — crossed $500M in regulatory AUM ($363.7M -> $578.5M). IAPD ↗
$578.5M RAUM · 4 reps · 617-535-9240
70
VERUM PARTNERS LLC — crossed $500M in regulatory AUM ($398.9M -> $740.4M). IAPD ↗
$740.4M RAUM · 11 reps · (980) 771-3999
70
DAHRING | CUSMANO AND ASSOCIATES — crossed $500M in regulatory AUM ($435.8M -> $535.1M). IAPD ↗
$535.1M RAUM · 3 reps · 248-348-0100 · dca401k.com
70
HUBBELL STRICKLAND WEALTH MANAGEMENT, LLC — crossed $500M in regulatory AUM ($441.8M -> $504.0M). IAPD ↗
$504.0M RAUM · 3 reps · 504-832-3921 · hubbellstrickland.com
70
VISE AI ADVISORS — crossed $500M in regulatory AUM ($481.7M -> $637.9M). IAPD ↗
$637.9M RAUM · 17 reps · 201-375-3969
70
MONTZ HARCUS WEALTH MANAGEMENT — crossed $500M in regulatory AUM ($450.6M -> $563.8M). IAPD ↗
$563.8M RAUM · 6 reps · 504-488-3700
70
EPG WEALTH MANAGEMENT LLC — crossed $500M in regulatory AUM ($482.2M -> $642.6M). IAPD ↗
$642.6M RAUM · 12 reps · 404-809-3680 · eastpacesgroup.com
70
HYPERION CAPITAL ADVISORS LP — crossed $500M in regulatory AUM ($427.9M -> $502.9M). IAPD ↗
$502.9M RAUM · 19 reps · 212-832-5280
70
SOCORRO ASSET MANAGEMENT — crossed $500M in regulatory AUM ($490.0M -> $507.8M). IAPD ↗
$507.8M RAUM · 3 reps · 214-550-1851 · socorroasset.com
70
HERON BAY CAPITAL MANAGEMENT — crossed $500M in regulatory AUM ($197.3M -> $562.5M). IAPD ↗
$562.5M RAUM · 4 reps · 248-970-0900 · heronbaycap.com
70
WEMBLEY STRATEGIC ADVISORY LLC — crossed $500M in regulatory AUM ($353.8M -> $660.0M). IAPD ↗
$660.0M RAUM · 1 reps · +1 212 495 9806
70
HIGH NOTE WEALTH, LLC — crossed $500M in regulatory AUM ($491.2M -> $505.7M). IAPD ↗
$505.7M RAUM · 4 reps · (952) 224-7970
70
CW INVESTMENT ADVISERS, LLC — crossed $500M in regulatory AUM ($237.5M -> $580.0M). IAPD ↗
$580.0M RAUM · 19 reps · 626-788-2305
70
TSG ADVICE PARTNERS, LLC — crossed $500M in regulatory AUM ($482.9M -> $613.3M). IAPD ↗
$613.3M RAUM · 10 reps · (614) 697-2750
70
ONYX BRIDGE WEALTH GROUP LLC — crossed $500M in regulatory AUM ($468.9M -> $815.7M). IAPD ↗
$815.7M RAUM · 15 reps · (914) 909-6699 · onyxbridge.com
70
RUNNING POINT CAPITAL ADVISORS LLC — crossed $500M in regulatory AUM ($473.9M -> $509.4M). IAPD ↗
$509.4M RAUM · 5 reps · 424-502-3501 · runningpointcapital.com
70
RATIO WEALTH GROUP LLC — crossed $500M in regulatory AUM ($415.6M -> $577.2M). IAPD ↗
$577.2M RAUM · 6 reps · 720-420-4863 · ratiowealthgroup.com
70
WOODWARD DIVERSIFIED CAPITAL, LLC — crossed $500M in regulatory AUM ($476.2M -> $507.5M). IAPD ↗
$507.5M RAUM · 4 reps · 661-498-7500
70
CANVAS WEALTH ADVISORS, LLC — crossed $500M in regulatory AUM ($434.0M -> $527.2M). IAPD ↗
$527.2M RAUM · 9 reps · 913-991-8471 · canvaswealthadvisors.com
70
NBC CAPITAL ADVISORS — crossed $500M in regulatory AUM ($494.2M -> $563.7M). IAPD ↗
$563.7M RAUM · 4 reps · 503-683-7727 · nbccapitaladvisors.com
70
CORNERSTONE PLANNING GROUP — crossed $500M in regulatory AUM ($418.8M -> $523.3M). IAPD ↗
$523.3M RAUM · 8 reps · 973-487-3220 · cspgllc.com
70
ODEON CAPITAL ADVISORS LLC — crossed $500M in regulatory AUM ($459.2M -> $613.5M). IAPD ↗
$613.5M RAUM · 3 reps · 212-230-5880 · odeonadvisors.com
70
ASCEND INVESTMENT PARTNERS — crossed $500M in regulatory AUM ($456.3M -> $511.0M). IAPD ↗
$511.0M RAUM · 6 reps · (801) 476-1200 · ascendinvestment.com
70
ONEASCENT WEALTH MANAGEMENT — crossed $500M in regulatory AUM ($470.7M -> $520.9M). IAPD ↗
$520.9M RAUM · 11 reps · 205-313-9142
70
VON BORSTEL & ASSOCIATES — crossed $500M in regulatory AUM ($445.7M -> $504.4M). IAPD ↗
$504.4M RAUM · 3 reps · 541-296-6669
70
VANCE WEALTH — crossed $500M in regulatory AUM ($448.7M -> $670.8M). IAPD ↗
$670.8M RAUM · 10 reps · 888-775-0950
70
V-SQUARE QUANTITATIVE MANAGEMENT — crossed $500M in regulatory AUM ($337.9M -> $883.4M). IAPD ↗
$883.4M RAUM · 2 reps · (312) 872-7281
70
RISKBRIDGE ADVISORS, LLC — crossed $500M in regulatory AUM ($435.2M -> $633.0M). IAPD ↗
$633.0M RAUM · 6 reps · (203) 658-6055
70
GREENUP STREET WEALTH MANAGEMENT LLC — crossed $500M in regulatory AUM ($359.4M -> $510.8M). IAPD ↗
$510.8M RAUM · 14 reps · 734-656-8121
70
RIDGECREST WEALTH PARTNERS, LLC — crossed $500M in regulatory AUM ($487.1M -> $542.8M). IAPD ↗
$542.8M RAUM · 2 reps · 415-260-2616 · ridgecrestwp.com
70
NORTHCAPE WEALTH MANAGEMENT — crossed $500M in regulatory AUM ($492.8M -> $565.6M). IAPD ↗
$565.6M RAUM · 3 reps · (71) 632-6565 · northcapewm.com
70
UNIQUE WEALTH, LLC — crossed $500M in regulatory AUM ($486.6M -> $626.5M). IAPD ↗
$626.5M RAUM · 9 reps · 813-816-2030 · uniquewealth.com
70
CEDRUS LLC — crossed $500M in regulatory AUM ($476.3M -> $651.1M). IAPD ↗
$651.1M RAUM · 17 reps · 720-724-2170 · cedrusfinancial.com
70
FIFTH THIRD WEALTH ADVISORS LLC — crossed $500M in regulatory AUM ($101.9M -> $571.7M). IAPD ↗
$571.7M RAUM · 37 reps · (513) 534-7452
70
IMPACT PARTNERSHIP WEALTH, LLC — crossed $500M in regulatory AUM ($292.0M -> $751.6M). IAPD ↗
$751.6M RAUM · 50 reps · 800-380-5040
70
CRANE & ASSOCIATES WEALTH MANAGEMENT — crossed $500M in regulatory AUM ($397.5M -> $645.5M). IAPD ↗
$645.5M RAUM · 3 reps · 714-525-4445 · doncrane.com
70
DOUBLE EAGLE FAMILY OFFICES, LLC — crossed $500M in regulatory AUM ($487.3M -> $536.7M). IAPD ↗
$536.7M RAUM · 4 reps · 817-928-3260
70
VANTAGE FINANCIAL PARTNERS, LLC — crossed $500M in regulatory AUM ($431.3M -> $612.1M). IAPD ↗
$612.1M RAUM · 11 reps · 262-439-8587 · vantagefinancialwi.com
70
MIRABILIS MANAGEMENT COMPANY LLC — crossed $500M in regulatory AUM ($290.5M -> $809.1M). IAPD ↗
$809.1M RAUM · 5 reps · 646-395-3900 · fernweh.com
70
VERTEX PARTNERS — crossed $500M in regulatory AUM ($481.1M -> $671.2M). IAPD ↗
$671.2M RAUM · 14 reps · 630-836-3300
70
SAFE HARBOR FAMILY CAPITAL, LLC — crossed $500M in regulatory AUM ($384.8M -> $509.2M). IAPD ↗
$509.2M RAUM · 3 reps · 919-537-7110
70
CENTURION WEALTH MANAGEMENT — crossed $500M in regulatory AUM ($413.5M -> $518.1M). IAPD ↗
$518.1M RAUM · 6 reps · 571-765-1890
70
WHITTIER ADVISORS, LLC — crossed $500M in regulatory AUM ($368.3M -> $862.1M). IAPD ↗
$862.1M RAUM · 2 reps · 949-341-4250 · whittieradvisors.com
70
GOLDEN STATE ASSET MANAGEMENT — crossed $500M in regulatory AUM ($362.6M -> $515.0M). IAPD ↗
$515.0M RAUM · 5 reps · 866-273-1563 · goldenstateam.com
70
OAK HILL WEALTH ADVISORS, LLC — crossed $500M in regulatory AUM ($485.5M -> $542.3M). IAPD ↗
$542.3M RAUM · 5 reps · 703-673-7034 · oakhillwa.com
70
3CHOPT INVESTMENT PARTNERS LLC — crossed $500M in regulatory AUM ($404.8M -> $628.5M). IAPD ↗
$628.5M RAUM · 3 reps · 804-401-1840 · 3choptinvest.com
70
49 FINANCIAL — crossed $500M in regulatory AUM ($230.6M -> $566.2M). IAPD ↗
$566.2M RAUM · 74 reps · 214-563-1190
70
MAREN CAPITAL — crossed $500M in regulatory AUM ($161.9M -> $889.0M). IAPD ↗
$889.0M RAUM · 1 reps · 7738327602 · marencapital.com
70
BREAKWATER CAPITAL GROUP — crossed $500M in regulatory AUM ($334.8M -> $579.7M). IAPD ↗
$579.7M RAUM · 3 reps · (551) 342-3733
70
SOLLINDA CAPITAL MANAGEMENT LLC — crossed $500M in regulatory AUM ($167.7M -> $916.8M). IAPD ↗
$916.8M RAUM · 9 reps · 828-455-4264 · sollinda.com
70
RITTER DANIHER FINANCIAL ADVISORY LLC — crossed $500M in regulatory AUM ($447.3M -> $534.9M). IAPD ↗
$534.9M RAUM · 4 reps · 513-233-0715 · ritterdaniher.com
70
TFB ADVISORS, LLC — crossed $500M in regulatory AUM ($308.3M -> $720.7M). IAPD ↗
$720.7M RAUM · 23 reps · 913-648-5526 · taxfavoredbenefits.com
70
IMPRINT WEALTH LLC — crossed $500M in regulatory AUM ($253.9M -> $709.1M). IAPD ↗
$709.1M RAUM · 17 reps · (843) 834-4853
70
GOLDEN STATE EQUITY PARTNERS, LLC — crossed $500M in regulatory AUM ($479.5M -> $743.7M). IAPD ↗
$743.7M RAUM · 24 reps · 866-273-1563 · schneider-wealth.com
70
SMITH BROTHERS FINANCIAL, LLC — crossed $500M in regulatory AUM ($498.0M -> $846.5M). IAPD ↗
$846.5M RAUM · 6 reps · (800) 426-6946 · smithbrothersfs.com
70
TURTLE CREEK WEALTH ADVISORS, LLC — crossed $500M in regulatory AUM ($223.5M -> $905.6M). IAPD ↗
$905.6M RAUM · 17 reps · 214-214-3110
70
CHANNEL WEALTH, LLC — crossed $500M in regulatory AUM ($392.8M -> $530.5M). IAPD ↗
$530.5M RAUM · 8 reps · 805-898-0893 · channelwealth.com
70
JOCELYN INVESTMENT MANAGEMENT, LLC — crossed $500M in regulatory AUM ($496.2M -> $634.2M). IAPD ↗
$634.2M RAUM · 2 reps · 415-256-1795 · jocelyninvestment.com
70
BKM WEALTH MANAGEMENT — crossed $500M in regulatory AUM ($481.4M -> $534.6M). IAPD ↗
$534.6M RAUM · 5 reps · 262-955-7147 · bkmwm.com
70
UNITED ADVISOR GROUP — crossed $500M in regulatory AUM ($203.8M -> $578.8M). IAPD ↗
$578.8M RAUM · 28 reps · 888.242.4912 · uagria.com
70
A16Z PERENNIAL MANAGEMENT, L.P. — crossed $500M in regulatory AUM ($105.0M -> $812.9M). IAPD ↗
$812.9M RAUM · 9 reps · (650) 798-5800 · a16z.com
70
CANOPY PARTNERS — crossed $500M in regulatory AUM ($104.8M -> $596.8M). IAPD ↗
$596.8M RAUM · 3 reps · 5134042604 · canopyfamilyoffice.com
70
HEDONOVA ADVISORS LLC — crossed $500M in regulatory AUM ($444.6M -> $823.8M). IAPD ↗
$823.8M RAUM · 16 reps · 213-340-1334 · hedonova.io
70
FIRST TRUST INVESTMENT SOLUTIONS L.P. — crossed $500M in regulatory AUM ($469.1M -> $518.1M). IAPD ↗
$518.1M RAUM · 7 reps · (239) 219-0550 · ftsma.com
45
M.D. SASS, LLC — filed an Item 4A succession naming M.D. SASS, LLC (CRD 110590) — an entity change, not a deal. IAPD ↗
$4.48B RAUM · 10 reps · 212-730-2000 · mdsass.com
45
EFS ADVISORS — filed an Item 4A succession naming EFS ADVISORS (CRD 115211) — an entity change, not a deal. IAPD ↗
$2.04B RAUM · 53 reps · 763-689-9023 · tsainvest.com
43
OLD PORT ADVISORS — filed an Item 4A succession naming OLD PORT ADVISORS (CRD 108228) — an entity change, not a deal. IAPD ↗
$698.4M RAUM · 9 reps · 207-774-6552
43
BEMANAGED — filed an Item 4A succession naming BEMANAGED (CRD 140099) — an entity change, not a deal. IAPD ↗
$393.8M RAUM · 3 reps · 616.871.0751 · bemanaged.com
43
THAYER PARTNERS LLC — filed an Item 4A succession naming THAYER PARTNERS LLC (CRD 290734) — an entity change, not a deal. IAPD ↗
$294.8M RAUM · 4 reps · 617-275-5430
43
HART & PATTERSON FINANCIAL GROUP LLP — filed an Item 4A succession naming HART & PATTERSON FINANCIAL GROUP LLP (CRD 310639) — an entity change, not a deal. IAPD ↗
$251.4M RAUM · 2 reps · (413) 253-9454 · hartpatterson.com
43
NAVIGATE FINANCIAL LLC — filed an Item 4A succession naming NAVIGATE FINANCIAL LLC (CRD 325945) — an entity change, not a deal. IAPD ↗
$267.4M RAUM · 1 reps · 801-905-1644 · navigatefinancial.com
40
EFS ASSET MANAGEMENT LLC — filed an Item 4A succession naming FIVE KEYS CAPITAL ADVISORS INC. (CRD 106184) — an entity change, not a deal. IAPD ↗
$69.7M RAUM · 2 reps · 214-550-0914
40
GENEREUX INVESTMENT MANAGEMENT, INC. — filed an Item 4A succession naming GENEREUX INVESTMENT MANAGEMENT, INC. (CRD 117436) — an entity change, not a deal. IAPD ↗
$121.9M RAUM · 1 reps · 712-256-7500 · genereux.net
40
RANGE ADVISORY, LLC — filed an Item 4A succession naming RANGE FINANCE, INC. (CRD 321969) — an entity change, not a deal. IAPD ↗
$27.2M RAUM · 9 reps · (703) 261-4126
75
MERK INVESTMENTS LLC — crossed $1B in regulatory AUM ($932.5M -> $1.11B). IAPD ↗institutional
$1.11B RAUM · 5 reps · 650-323-4341
75
ALBRITTON CAPITAL MANAGEMENT CO — crossed $1B in regulatory AUM ($895.0M -> $1.09B). IAPD ↗institutional
$1.09B RAUM · 1 reps · 770-753-6041 · albrittoncapitol.com
75
MODERN PORTFOLIO CONSULTANTS, LLC — crossed $1B in regulatory AUM ($970.3M -> $1.02B). IAPD ↗institutional
$1.02B RAUM · 1 reps · 2393596400
75
APPLIED FINANCE ADVISORS, LLC — crossed $1B in regulatory AUM ($762.0M -> $1.30B). IAPD ↗institutional
$1.30B RAUM · 4 reps · 210-204-7479 · appliedfinancefunds.com
75
VIRTUS ALTERNATIVE INVESTMENT ADVISERS, INC. — crossed $1B in regulatory AUM ($988.0M -> $3.09B). IAPD ↗institutional
$3.09B RAUM · 0 reps · 800-248-7971
75
STEEPROCK CAPITAL — crossed $1B in regulatory AUM ($893.9M -> $1.46B). IAPD ↗institutional
$1.46B RAUM · 7 reps · 212-218-5055 · steeprockcapital.com
75
CNL STRATEGIC CAPITAL MANAGEMENT, LLC — crossed $1B in regulatory AUM ($732.5M -> $1.01B). IAPD ↗institutional
$1.01B RAUM · 3 reps · 407-650-1000
75
FS FUND ADVISOR, LLC — crossed $1B in regulatory AUM ($861.2M -> $2.57B). IAPD ↗institutional
$2.57B RAUM · 11 reps · 215-220-6651 · fskkradvisor.com
75
LEVINE LEICHTMAN STRATEGIC CAPITAL, LLC — crossed $1B in regulatory AUM ($709.1M -> $1.01B). IAPD ↗institutional
$1.01B RAUM · 46 reps · 310-237-7594
75
DISTILLATE CAPITAL PARTNERS LLC — crossed $1B in regulatory AUM ($924.1M -> $1.61B). IAPD ↗institutional
$1.61B RAUM · 3 reps · 312-270-1212 · distillatecapital.com
75
WINSHORE CAPITAL PARTNERS LP — crossed $1B in regulatory AUM ($766.3M -> $1.56B). IAPD ↗institutional
$1.56B RAUM · 3 reps · 646-751-5668 · winshorecapital.com
75
SOUTHERN RIDGES CAPITAL (USA) LLC — crossed $1B in regulatory AUM ($976.8M -> $1.01B). IAPD ↗institutional
$1.01B RAUM · 11 reps · +1 332 910 5167
75
KESTRA INVESTMENT MANAGEMENT, LLC. — crossed $1B in regulatory AUM ($109.8M -> $1.51B). IAPD ↗institutional
$1.51B RAUM · 10 reps · 844-553-7872 · kestraim.com
75
IMPACTASSETS CAPITAL PARTNERS PBLLC — crossed $1B in regulatory AUM ($541.6M -> $1.58B). IAPD ↗institutional
$1.58B RAUM · 11 reps · 855-920-2303 · impactassetscapital.com
75
AGTB FUND MANAGER, LLC — crossed $1B in regulatory AUM ($877.5M -> $1.48B). IAPD ↗institutional
$1.48B RAUM · 78 reps · 212-692-2000 · agtbcap.com
75
OHA PRIVATE CREDIT ADVISORS LLC — crossed $1B in regulatory AUM ($99.2M -> $1.46B). IAPD ↗institutional
$1.46B RAUM · 123 reps · 212-852-1500 · oakhilladvisors.com
75
STRIVE ASSET MANAGEMENT — crossed $1B in regulatory AUM ($663.3M -> $1.08B). IAPD ↗institutional
$1.08B RAUM · 4 reps · 614-704-0187
75
AIP MANAGEMENT US — crossed $1B in regulatory AUM ($868.5M -> $1.01B). IAPD ↗institutional
$1.01B RAUM · 4 reps · 1 (929) 632-8605 · aipmanagement.dk
75
JEFFERIES CREDIT MANAGEMENT LLC — crossed $1B in regulatory AUM ($985.0M -> $2.46B). IAPD ↗institutional
$2.46B RAUM · 18 reps · 212-284-2300
70
PALADIN CAPITAL MANAGEMENT, LLC — crossed $1B in regulatory AUM ($939.8M -> $1.09B). IAPD ↗fund
$1.09B RAUM · 18 reps · 202-293-5590 · paladincapgroup.com
70
LEGATO CAPITAL MANAGEMENT, LLC — crossed $1B in regulatory AUM ($911.0M -> $1.01B). IAPD ↗fund
$1.01B RAUM · 4 reps · 415-821-8585 · legatocm.com
70
VAN ECK ABSOLUTE RETURN ADVISERS CORP. — crossed $1B in regulatory AUM ($818.5M -> $1.66B). IAPD ↗fund
$1.66B RAUM · 30 reps · 212-293-2000
70
TIPTREE ADVISORS, LLC — crossed $1B in regulatory AUM ($928.7M -> $1.59B). IAPD ↗fund
$1.59B RAUM · 15 reps · 212-887-4400
70
DIVISAR CAPITAL MANAGEMENT, LLC — crossed $1B in regulatory AUM ($943.5M -> $1.15B). IAPD ↗fund
$1.15B RAUM · 3 reps · (415) 418-2201
70
LAPIS ADVISERS, LP — crossed $1B in regulatory AUM ($970.2M -> $1.02B). IAPD ↗fund
$1.02B RAUM · 7 reps · 415-376-6280 · lapisadvisers.com
70
ACK ASSET MANAGEMENT LLC — crossed $1B in regulatory AUM ($709.9M -> $1.10B). IAPD ↗fund
$1.10B RAUM · 7 reps · 914-358-3299 · ackasset.com
70
SAW MILL CAPITAL L.L.C. — crossed $1B in regulatory AUM ($709.8M -> $1.21B). IAPD ↗fund
$1.21B RAUM · 18 reps · 914-741-1300
70
PFINGSTEN PARTNERS, L.L.C. — crossed $1B in regulatory AUM ($774.7M -> $1.08B). IAPD ↗fund
$1.08B RAUM · 19 reps · 312-222-8707
70
SHOREVIEW INDUSTRIES II, LLC — crossed $1B in regulatory AUM ($973.7M -> $1.06B). IAPD ↗fund
$1.06B RAUM · 14 reps · 612-436-4280 · shoreview.com
70
FIDUS INVESTMENT ADVISORS, LLC — crossed $1B in regulatory AUM ($883.1M -> $1.03B). IAPD ↗fund
$1.03B RAUM · 24 reps · 847-859-3940 · fdus.com
70
CAPITAL Z PARTNERS MANAGEMENT, LLC — crossed $1B in regulatory AUM ($653.9M -> $1.09B). IAPD ↗fund
$1.09B RAUM · 3 reps · 212-965-2456 · capitalz.com
70
RLH EQUITY PARTNERS — crossed $1B in regulatory AUM ($898.8M -> $1.07B). IAPD ↗fund
$1.07B RAUM · 13 reps · 310-405-7200 · rlhequity.com
70
INVERNESS GRAHAM INVESTMENTS, INC. — crossed $1B in regulatory AUM ($918.1M -> $1.31B). IAPD ↗fund
$1.31B RAUM · 16 reps · 610-722-0300 · invernessgraham.com
70
TAC PARTNERS, INC. — crossed $1B in regulatory AUM ($897.8M -> $1.08B). IAPD ↗fund
$1.08B RAUM · 11 reps · (617) 345-7200 · mcpartners.com
70
NEW HERITAGE CAPITAL, LLC — crossed $1B in regulatory AUM ($789.8M -> $1.23B). IAPD ↗fund
$1.23B RAUM · 11 reps · 617-439-0688 · newheritagecapital.com
70
ICV PARTNERS, LLC — crossed $1B in regulatory AUM ($984.0M -> $1.16B). IAPD ↗fund
$1.16B RAUM · 15 reps · 212 455-9600 · icvpartners.com
70
PLATTE RIVER EQUITY — crossed $1B in regulatory AUM ($984.6M -> $1.37B). IAPD ↗fund
$1.37B RAUM · 21 reps · 303-292-7300
70
MIG CAPITAL, LLC — crossed $1B in regulatory AUM ($859.6M -> $1.19B). IAPD ↗fund
$1.19B RAUM · 4 reps · 949-474-5800 · migcap.com
70
CORE CAPITAL PARTNERS — crossed $1B in regulatory AUM ($686.0M -> $1.05B). IAPD ↗fund
$1.05B RAUM · 4 reps · 202-589-0090 · core-capital.com
70
TTCP MANAGEMENT SERVICES, LLC — crossed $1B in regulatory AUM ($997.3M -> $1.03B). IAPD ↗fund
$1.03B RAUM · 5 reps · 952-540-4500 · ttcapitalpartners.com
70
MAY RIVER CAPITAL — crossed $1B in regulatory AUM ($568.4M -> $1.06B). IAPD ↗fund
$1.06B RAUM · 13 reps · 312-750-1781 · mayrivercapital.com
70
CLEARLINE CAPITAL LP — crossed $1B in regulatory AUM ($945.0M -> $1.23B). IAPD ↗fund
$1.23B RAUM · 5 reps · 212-735-5380 · clearlinecap.com
70
EAST BRIDGE CAPITAL MANAGEMENT LP — crossed $1B in regulatory AUM ($980.6M -> $1.09B). IAPD ↗fund
$1.09B RAUM · 2 reps · 617-449-5992
70
MALABAR INVESTMENTS, LLC — crossed $1B in regulatory AUM ($828.2M -> $1.08B). IAPD ↗fund
$1.08B RAUM · 5 reps · 212-486-6670 · malabarinvest.com
70
ENGINE CAPITAL MANAGEMENT, LP — crossed $1B in regulatory AUM ($898.8M -> $1.26B). IAPD ↗fund
$1.26B RAUM · 3 reps · (646) 392-8863 · enginecap.com
70
CARLYLE AVIATION SECURITIES PARTNERS LLC — crossed $1B in regulatory AUM ($876.3M -> $1.13B). IAPD ↗fund
$1.13B RAUM · 3 reps · 305-504-8777 · casp.aero
70
BLUE SEA CAPITAL LLC — crossed $1B in regulatory AUM ($784.3M -> $1.53B). IAPD ↗fund
$1.53B RAUM · 20 reps · 561-655-8400 · blueseacapital.com
70
TOWER ARCH CAPITAL — crossed $1B in regulatory AUM ($890.8M -> $1.90B). IAPD ↗fund
$1.90B RAUM · 19 reps · 801-997-5808 · towerarch.com
70
GPB CAPITAL HOLDINGS, LLC — crossed $1B in regulatory AUM ($611.9M -> $1.15B). IAPD ↗fund
$1.15B RAUM · 4 reps · 212.235.2650
70
SEVEN EIGHT CAPITAL, LP — crossed $1B in regulatory AUM ($666.5M -> $1.35B). IAPD ↗fund
$1.35B RAUM · 6 reps · 646-513-4350
70
STRATTAM CAPITAL MANAGEMENT, LLC — crossed $1B in regulatory AUM ($824.4M -> $1.01B). IAPD ↗fund
$1.01B RAUM · 9 reps · 512-829-3963
70
SENTINEL DOME PARTNERS, LLC — crossed $1B in regulatory AUM ($905.2M -> $1.12B). IAPD ↗fund
$1.12B RAUM · 9 reps · 415-636-9250 · sentineldome.com
70
LFM CAPITAL — crossed $1B in regulatory AUM ($879.0M -> $1.11B). IAPD ↗fund
$1.11B RAUM · 24 reps · (615) 983-6294 · lfmcapital.com
70
WM PARTNERS, LP — crossed $1B in regulatory AUM ($855.3M -> $1.09B). IAPD ↗fund
$1.09B RAUM · 9 reps · (754) 260-6500 · wmplp.com
70
SUNRIVER MANAGEMENT LLC — crossed $1B in regulatory AUM ($805.6M -> $1.03B). IAPD ↗fund
$1.03B RAUM · 5 reps · (203) 900-3900
70
ANGELES EQUITY PARTNERS, LLC — crossed $1B in regulatory AUM ($895.0M -> $1.09B). IAPD ↗fund
$1.09B RAUM · 24 reps · (310) 844-9200 · angelesequity.com
70
CAVU CONSUMER PARTNERS, LLC — crossed $1B in regulatory AUM ($960.9M -> $1.26B). IAPD ↗fund
$1.26B RAUM · 8 reps · 212-716-2673
70
MPE PARTNERS — crossed $1B in regulatory AUM ($799.2M -> $1.46B). IAPD ↗fund
$1.46B RAUM · 19 reps · 216-416-7500
70
FORT BAKER CAPITAL MANAGEMENT LP — crossed $1B in regulatory AUM ($787.3M -> $1.24B). IAPD ↗fund
$1.24B RAUM · 7 reps · 415-306-5508 · fortbakercapital.com
70
ORIBEL CAPITAL MANAGEMENT, LP — crossed $1B in regulatory AUM ($539.2M -> $1.20B). IAPD ↗fund
$1.20B RAUM · 5 reps · 646-779-6270 · oribelcap.com
70
DSF ADVISORS, LLC — crossed $1B in regulatory AUM ($695.8M -> $1.20B). IAPD ↗fund
$1.20B RAUM · 21 reps · 617-675-3600
70
SPRING LAKE ASSET MANAGEMENT, INC. — crossed $1B in regulatory AUM ($836.6M -> $1.09B). IAPD ↗fund
$1.09B RAUM · 6 reps · 813-336-6889 · springlakeassetmanagement.com
70
LONGFORD CAPITAL — crossed $1B in regulatory AUM ($983.5M -> $1.00B). IAPD ↗fund
$1.00B RAUM · 12 reps · 312-212-8240 · longfordcapital.com
70
FOURWORLD CAPITAL MANAGEMENT LLC — crossed $1B in regulatory AUM ($846.7M -> $1.02B). IAPD ↗fund
$1.02B RAUM · 7 reps · 646-781-8730 · fourworldcapital.com
70
HIDDEN HARBOR CAPITAL MANAGEMENT, L.P. — crossed $1B in regulatory AUM ($767.5M -> $1.01B). IAPD ↗fund
$1.01B RAUM · 24 reps · (954) 400-1140
70
HOF CAPITAL — crossed $1B in regulatory AUM ($853.5M -> $1.13B). IAPD ↗fund
$1.13B RAUM · 9 reps · (646) 503-5030
70
TURNING ROCK PARTNERS, L.P. — crossed $1B in regulatory AUM ($870.2M -> $1.16B). IAPD ↗fund
$1.16B RAUM · 6 reps · 212-207-2396 · turningrockpartners.com
70
TRINITY ALPS CAPITAL — crossed $1B in regulatory AUM ($767.3M -> $1.00B). IAPD ↗fund
$1.00B RAUM · 6 reps · 415-740-5841 · trinityalpscapital.com
70
ANZU PARTNERS, LLC — crossed $1B in regulatory AUM ($974.9M -> $1.04B). IAPD ↗fund
$1.04B RAUM · 10 reps · 202 742 5870
70
METROPOLITAN PARTNERS GROUP MANAGEMENT, LLC — crossed $1B in regulatory AUM ($956.3M -> $1.45B). IAPD ↗fund
$1.45B RAUM · 19 reps · 212-561-1250
70
GOPHER US MANAGEMENT COMPANY LLC — crossed $1B in regulatory AUM ($955.4M -> $1.03B). IAPD ↗fund
$1.03B RAUM · 7 reps · 650-656-9673 · gopherasset.com
70
EXCELSIOR RENEWABLE ENERGY MANAGEMENT COMPANY LP — crossed $1B in regulatory AUM ($667.0M -> $1.31B). IAPD ↗fund
$1.31B RAUM · 12 reps · 330-620-1478 · excelsiorcapital.com
70
BLOCKTOWER CAPITAL ADVISORS LP — crossed $1B in regulatory AUM ($444.9M -> $1.69B). IAPD ↗fund
$1.69B RAUM · 17 reps · (203) 989-3661
70
ALBANY ROAD REAL ESTATE PARTNERS, LLC — crossed $1B in regulatory AUM ($329.5M -> $1.05B). IAPD ↗fund
$1.05B RAUM · 16 reps · 617-279-2360 · albanyroad.com
70
QSEMBLE CAPITAL MANAGEMENT, LP — crossed $1B in regulatory AUM ($261.2M -> $1.26B). IAPD ↗fund
$1.26B RAUM · 6 reps · 646-813-3501 · qsemble.com
70
ARGONNE CAPITAL GROUP, LLC — crossed $1B in regulatory AUM ($992.7M -> $1.40B). IAPD ↗fund
$1.40B RAUM · 7 reps · 404-364-2984 · argonnecapital.com
70
RUSH ISLAND MANAGEMENT, LP — crossed $1B in regulatory AUM ($954.1M -> $1.97B). IAPD ↗fund
$1.97B RAUM · 5 reps · (212) 468-0163 · rushisland.com
70
BIP CAPITAL — crossed $1B in regulatory AUM ($942.6M -> $1.01B). IAPD ↗fund
$1.01B RAUM · 11 reps · 404-410-6476
70
RESURGENS TECHNOLOGY ADVISORS, L.P. — crossed $1B in regulatory AUM ($832.0M -> $1.14B). IAPD ↗fund
$1.14B RAUM · 27 reps · (678) 894-1447 · resurgenstech.com
70
GEF CAPITAL PARTNERS — crossed $1B in regulatory AUM ($646.0M -> $1.54B). IAPD ↗fund
$1.54B RAUM · 36 reps · 202-743-2898
70
BLOCKCHANGE MANAGEMENT LLC — crossed $1B in regulatory AUM ($475.0M -> $1.09B). IAPD ↗fund
$1.09B RAUM · 5 reps · (646) 797-3348 · blockchange.vc
70
DSC MERIDIAN CAPITAL LP — crossed $1B in regulatory AUM ($764.7M -> $1.22B). IAPD ↗fund
$1.22B RAUM · 8 reps · 212-393-4860 · dscmeridiancapital.com
70
CROSS LAKE PARTNERS LP — crossed $1B in regulatory AUM ($914.4M -> $1.06B). IAPD ↗fund
$1.06B RAUM · 7 reps · 212-599-6336
70
GALLANT CAPITAL PARTNERS LLC — crossed $1B in regulatory AUM ($946.0M -> $1.25B). IAPD ↗fund
$1.25B RAUM · 19 reps · 310-362-3313
70
SWEETWATER PRIVATE EQUITY — crossed $1B in regulatory AUM ($823.9M -> $1.14B). IAPD ↗fund
$1.14B RAUM · 11 reps · 760-652-6353
70
LONG PATH PARTNERS, LP — crossed $1B in regulatory AUM ($844.9M -> $1.02B). IAPD ↗fund
$1.02B RAUM · 11 reps · 203-883-1967
70
NASSAU PRIVATE CREDIT LLC — crossed $1B in regulatory AUM ($440.9M -> $1.18B). IAPD ↗fund
$1.18B RAUM · 5 reps · (203) 902-5522 · npc.nfg.com
70
DENDUR CAPITAL LP — crossed $1B in regulatory AUM ($779.5M -> $1.33B). IAPD ↗fund
$1.33B RAUM · 4 reps · (212) 624-2680 · dendurcap.com
70
HILDRED CAPITAL MANAGEMENT, LLC — crossed $1B in regulatory AUM ($731.8M -> $1.47B). IAPD ↗fund
$1.47B RAUM · 10 reps · 646-362-5965 · hildredcapital.com
70
SUNDANCE BAY — crossed $1B in regulatory AUM ($987.8M -> $2.02B). IAPD ↗fund
$2.02B RAUM · 42 reps · 801-783-3430 · sundancebay.com
70
PLEASANT LAKE PARTNERS LLC — crossed $1B in regulatory AUM ($763.1M -> $1.27B). IAPD ↗fund
$1.27B RAUM · 5 reps · 804-363-4458 · plpinvestors.com
70
COMMODORE CAPITAL — crossed $1B in regulatory AUM ($814.6M -> $1.36B). IAPD ↗fund
$1.36B RAUM · 6 reps · 212-256-8600 · commodorecapital.com
70
OXFORD FINANCE ADVISORS, LLC — crossed $1B in regulatory AUM ($995.6M -> $1.23B). IAPD ↗fund
$1.23B RAUM · 76 reps · 703-519-4900
70
PRYSM CAPITAL, L.P. — crossed $1B in regulatory AUM ($826.8M -> $1.48B). IAPD ↗fund
$1.48B RAUM · 8 reps · 917-515-3397 · prysmcapital.com
70
TIVERTON ADVISORS, LLC — crossed $1B in regulatory AUM ($845.7M -> $1.62B). IAPD ↗fund
$1.62B RAUM · 24 reps · 919-307-4527
70
STANDARD CRYPTO MANAGEMENT LP — crossed $1B in regulatory AUM ($899.5M -> $1.15B). IAPD ↗fund
$1.15B RAUM · 5 reps · 415-494-8442 · standardcryptovc.com
70
OSPRAIE MANAGEMENT, LLC — crossed $1B in regulatory AUM ($226.3M -> $1.40B). IAPD ↗fund
$1.40B RAUM · 8 reps · 212-602-5000 · ospraieagscience.com
70
BAIN CAPITAL INSURANCE SOLUTIONS, LP — crossed $1B in regulatory AUM ($876.6M -> $1.86B). IAPD ↗fund
$1.86B RAUM · 19 reps · 617-516-2318 · baincapitalinsurance.com
70
PHORCYS INVESTMENT ADVISORS, LLC — crossed $1B in regulatory AUM ($996.6M -> $1.24B). IAPD ↗fund
$1.24B RAUM · 1 reps · 787-979-2163
70
VOLT INVESTMENT HOLDINGS LLC — crossed $1B in regulatory AUM ($719.4M -> $1.02B). IAPD ↗fund
$1.02B RAUM · 4 reps · 917-983-0505 · voltinvestmentholdings.com
70
SILVER HILL ENERGY PARTNERS, LP — crossed $1B in regulatory AUM ($825.7M -> $1.94B). IAPD ↗fund
$1.94B RAUM · 22 reps · 214-865-6555 · silverhillenergy.com
70
CARTENNA CAPITAL — crossed $1B in regulatory AUM ($784.0M -> $1.07B). IAPD ↗fund
$1.07B RAUM · 6 reps · 475 477 2003 · cartennacapital.com
70
PHILOSOPHY CAPITAL MANAGEMENT LLC — crossed $1B in regulatory AUM ($935.5M -> $1.18B). IAPD ↗fund
$1.18B RAUM · 4 reps · 415-433-2010 · philosophycap.com
70
FERNBRIDGE CAPITAL MANAGEMENT LP — crossed $1B in regulatory AUM ($783.9M -> $1.25B). IAPD ↗fund
$1.25B RAUM · 7 reps · 424-427-4850
70
CASTLEKNIGHT MANAGEMENT LP — crossed $1B in regulatory AUM ($874.6M -> $1.57B). IAPD ↗fund
$1.57B RAUM · 8 reps · 212 - 852 - 6300 · castleknight.com
70
DISTRIBUTED GLOBAL MANAGER LP — crossed $1B in regulatory AUM ($769.2M -> $1.62B). IAPD ↗fund
$1.62B RAUM · 6 reps · 213-725-7514
70
PLEXUS CAPITAL — crossed $1B in regulatory AUM ($499.6M -> $1.69B). IAPD ↗fund
$1.69B RAUM · 28 reps · 919-256-6340 · plexuscap.com
70
CATALIO CAPITAL MANAGEMENT, LP — crossed $1B in regulatory AUM ($791.4M -> $1.10B). IAPD ↗fund
$1.10B RAUM · 16 reps · 410-989-6168
70
PRINCETON EQUITY GROUP — crossed $1B in regulatory AUM ($471.7M -> $1.37B). IAPD ↗fund
$1.37B RAUM · 13 reps · 609-454-5700 · princetonequity.com
70
HERCULES ADVISER LLC — crossed $1B in regulatory AUM ($826.1M -> $1.08B). IAPD ↗fund
$1.08B RAUM · 2 reps · 650-289-3060
70
FOURSIXTHREE CAPITAL LP — crossed $1B in regulatory AUM ($819.4M -> $1.03B). IAPD ↗fund
$1.03B RAUM · 7 reps · 646-805-5400 · 463cap.com
70
PACIFIC AVENUE CAPITAL PARTNERS MANAGEMENT COMPANY LLC — crossed $1B in regulatory AUM ($420.1M -> $1.08B). IAPD ↗fund
$1.08B RAUM · 18 reps · 424.254.9774 · pacificavenuecapital.com
70
SYCAMORE TREE CAPITAL PARTNERS, L.P. — crossed $1B in regulatory AUM ($968.3M -> $1.79B). IAPD ↗fund
$1.79B RAUM · 14 reps · 214-251-8250
70
JAT CAPITAL MANAGEMENT LP — crossed $1B in regulatory AUM ($901.5M -> $1.55B). IAPD ↗fund
$1.55B RAUM · 8 reps · 203-608-3100 · jatcapital.com
70
TCG CROSSOVER MANAGEMENT, LLC — crossed $1B in regulatory AUM ($962.8M -> $2.20B). IAPD ↗fund
$2.20B RAUM · 6 reps · 650-924-9424 · tcgcrossover.com
70
SAGEFIELD INVESTMENT GROUP LP — crossed $1B in regulatory AUM ($814.5M -> $1.48B). IAPD ↗fund
$1.48B RAUM · 6 reps · 214-717-6213 · sagefield.com
70
CENTERBOOK PARTNERS LP — crossed $1B in regulatory AUM ($844.3M -> $1.21B). IAPD ↗fund
$1.21B RAUM · 9 reps · 203-485-5200 · centerbook.com
70
PARADIGM BIOCAPITAL ADVISORS LP — crossed $1B in regulatory AUM ($933.2M -> $2.36B). IAPD ↗fund
$2.36B RAUM · 5 reps · 646-970-2568
70
PINNBROOK CAPITAL MANAGEMENT LP — crossed $1B in regulatory AUM ($689.0M -> $1.13B). IAPD ↗fund
$1.13B RAUM · 8 reps · 646-970-7410 · pinnbrook.com
70
HEARTWOOD PARTNERS, LLC — crossed $1B in regulatory AUM ($462.3M -> $1.43B). IAPD ↗fund
$1.43B RAUM · 20 reps · 203-625-0770 · heartwoodpartners.com
70
CONCENTRIC CAPITAL STRATEGIES L.P. — crossed $1B in regulatory AUM ($369.0M -> $1.34B). IAPD ↗fund
$1.34B RAUM · 8 reps · 203-718-5611
70
FRAMEWORK VENTURES — crossed $1B in regulatory AUM ($621.5M -> $1.03B). IAPD ↗fund
$1.03B RAUM · 6 reps · 516-659-3573
70
AVESI PARTNERS LLC — crossed $1B in regulatory AUM ($897.5M -> $1.11B). IAPD ↗fund
$1.11B RAUM · 16 reps · (475) 333-3470 · avesipartners.com
70
KEYSTONE CAPITAL — crossed $1B in regulatory AUM ($485.8M -> $1.16B). IAPD ↗fund
$1.16B RAUM · 20 reps · 312-219-7900 · keystonecapital.com
70
FIDELITY DIVERSIFYING SOLUTIONS LLC — crossed $1B in regulatory AUM ($86.4M -> $2.60B). IAPD ↗fund
$2.60B RAUM · 22 reps · 617-563-7000
70
RUBICON FOUNDERS, LLC — crossed $1B in regulatory AUM ($698.7M -> $1.80B). IAPD ↗fund
$1.80B RAUM · 34 reps · 615-864-0524
70
BRASA CAPITAL MANAGEMENT — crossed $1B in regulatory AUM ($702.3M -> $1.11B). IAPD ↗fund
$1.11B RAUM · 10 reps · 310-620-2889
70
GERCHEN CAPITAL PARTNERS — crossed $1B in regulatory AUM ($817.4M -> $1.09B). IAPD ↗fund
$1.09B RAUM · 14 reps · 312-803-0533 · gerchen.com
70
BASEPOINT ADVISORS LLC — crossed $1B in regulatory AUM ($706.4M -> $1.35B). IAPD ↗fund
$1.35B RAUM · 2 reps · 212-634-9900
70
GALVANIZE CLIMATE SOLUTIONS LLC — crossed $1B in regulatory AUM ($925.7M -> $1.18B). IAPD ↗fund
$1.18B RAUM · 31 reps · 415-757-6600 · gcsllc.com
70
STYRAX CAPITAL LP — crossed $1B in regulatory AUM ($993.0M -> $1.61B). IAPD ↗fund
$1.61B RAUM · 6 reps · 2128912722
70
SPEARHEAD ADMINISTRATIVE SERVICES, LLC — crossed $1B in regulatory AUM ($566.6M -> $1.20B). IAPD ↗fund
$1.20B RAUM · 5 reps · 855-615-5318
70
1988 ASSET MANAGEMENT, LLC — crossed $1B in regulatory AUM ($443.8M -> $1.23B). IAPD ↗fund
$1.23B RAUM · 33 reps · 212-888-3413 · muzinich.com
70
IRENIC CAPITAL MANAGEMENT LP — crossed $1B in regulatory AUM ($521.1M -> $1.04B). IAPD ↗fund
$1.04B RAUM · 6 reps · 646-993-6330
70
ONE MADISON GROUP LLC — crossed $1B in regulatory AUM ($188.7M -> $6.08B). IAPD ↗fund
$6.08B RAUM · 10 reps · 212-655-7197 · onemadisongroup.com
70
LONE VIEW CAPITAL — crossed $1B in regulatory AUM ($321.4M -> $1.07B). IAPD ↗fund
$1.07B RAUM · 16 reps · 310-424-4660 · loneviewcap.com
70
EOC PARTNERS ADVISORS L.P. — crossed $1B in regulatory AUM ($402.1M -> $1.01B). IAPD ↗fund
$1.01B RAUM · 6 reps · 713-828-0482 · eocpartners.com
70
GREENBELT CAPITAL PARTNERS — crossed $1B in regulatory AUM ($610.2M -> $1.37B). IAPD ↗fund
$1.37B RAUM · 11 reps · 512-362-6260 · greenbeltcapital.com
70
TRIARTISAN CAPITAL ADVISORS LLC — crossed $1B in regulatory AUM ($843.3M -> $1.03B). IAPD ↗fund
$1.03B RAUM · 6 reps · (212) 609-0620 · triartisan.com
70
CORIENT IA LLC — crossed $1B in regulatory AUM ($703.3M -> $4.60B). IAPD ↗fund
$4.60B RAUM · 45 reps · (786) 530-4306
70
THE LINONIA PARTNERSHIP LP — crossed $1B in regulatory AUM ($66.3M -> $1.03B). IAPD ↗fund
$1.03B RAUM · 5 reps · (646) 989 4222
70
LUMINARX CAPITAL MANAGEMENT LP — crossed $1B in regulatory AUM ($901.7M -> $2.20B). IAPD ↗fund
$2.20B RAUM · 15 reps · 212-680-4579 · luminarx.com
70
DELTA GLOBAL — crossed $1B in regulatory AUM ($578.6M -> $1.78B). IAPD ↗fund
$1.78B RAUM · 9 reps · 212-680-4581 · delta.global
70
PRESTON CAPITAL — crossed $1B in regulatory AUM ($100 -> $1.04B). IAPD ↗fund
$1.04B RAUM · 9 reps · 949-272-2000 · prestoncap.com
60
INVESTMENT PERFORMANCE SERVICES LLC — crossed $500M in regulatory AUM ($495.0M -> $617.9M). IAPD ↗institutional
$617.9M RAUM · 15 reps · 912-352-2862 · ips-net.com
60
CIFC INVESTMENT MANAGEMENT LLC — crossed $500M in regulatory AUM ($460.2M -> $592.2M). IAPD ↗institutional
$592.2M RAUM · 93 reps · 786-652-3250
60
GIRARD PENSION SERVICES, LLC — crossed $500M in regulatory AUM ($471.4M -> $557.0M). IAPD ↗institutional
$557.0M RAUM · 4 reps · 610-821-1331
60
MORGAN STANLEY INSTITUTIONAL INVESTMENT ADVISORS LLC — crossed $500M in regulatory AUM ($281.7M -> $644.7M). IAPD ↗institutional
$644.7M RAUM · 10 reps · 971.634.1500
60
IMPACT INVESTMENT ADVISER LLC — crossed $500M in regulatory AUM ($486.1M -> $612.2M). IAPD ↗institutional
$612.2M RAUM · 7 reps · 415-981-1074
60
MORRISON STREET CAPITAL, LLC — crossed $500M in regulatory AUM ($485.6M -> $505.2M). IAPD ↗institutional
$505.2M RAUM · 6 reps · 503-952-0700 · morrisonstreetcapital.com
60
INTERVEST CAPITAL PARTNERS LLC — crossed $500M in regulatory AUM ($265.7M -> $512.1M). IAPD ↗institutional
$512.1M RAUM · 21 reps · 212-377-0030
60
TUTTLE CAPITAL MANAGEMENT, LLC — crossed $500M in regulatory AUM ($332.9M -> $680.9M). IAPD ↗institutional
$680.9M RAUM · 3 reps · 888-723-2821 · tuttlecap.com
60
PARADIGM PARTNERS CAPITAL MANAGEMENT — crossed $500M in regulatory AUM ($443.0M -> $548.0M). IAPD ↗institutional
$548.0M RAUM · 2 reps · 7862539653 · paradigmpcm.com
60
XA INVESTMENTS — crossed $500M in regulatory AUM ($410.6M -> $547.1M). IAPD ↗institutional
$547.1M RAUM · 8 reps · 312-374-6930 · xainvestments.com
60
STORMFIELD CAPITAL, LLC — crossed $500M in regulatory AUM ($408.8M -> $579.0M). IAPD ↗institutional
$579.0M RAUM · 8 reps · 203-628-4653
60
GRANITESHARES ADVISORS LLC — crossed $500M in regulatory AUM ($330.7M -> $510.6M). IAPD ↗institutional
$510.6M RAUM · 4 reps · 646-876-5096
60
OAK THISTLE LLC — crossed $500M in regulatory AUM ($375.1M -> $802.4M). IAPD ↗institutional
$802.4M RAUM · 5 reps · 617-308-5935
60
IFC CORE INVESTMENT MANAGEMENT LLC — crossed $500M in regulatory AUM ($453.5M -> $649.9M). IAPD ↗institutional
$649.9M RAUM · 23 reps · (252) 523-0800
60
OLYMPIAD RESEARCH LP — crossed $500M in regulatory AUM ($416.4M -> $656.8M). IAPD ↗institutional
$656.8M RAUM · 16 reps · 203-569-3517
60
NEBULA RESEARCH & DEVELOPMENT LLC — crossed $500M in regulatory AUM ($110.8M -> $727.3M). IAPD ↗institutional
$727.3M RAUM · 5 reps · 646-547-1243 · nebularesearch.com
60
VOLTERRA TECHNOLOGIES LP — crossed $500M in regulatory AUM ($436.7M -> $577.1M). IAPD ↗institutional
$577.1M RAUM · 4 reps · 212 350 8881
60
EFG ASSET MANAGEMENT (NORTH AMERICA) CORP — crossed $500M in regulatory AUM ($444.2M -> $533.0M). IAPD ↗institutional
$533.0M RAUM · 4 reps · 503-889-5210 · newcapital.com
60
SAGEHALL MANAGEMENT LP — crossed $500M in regulatory AUM ($475.2M -> $570.6M). IAPD ↗institutional
$570.6M RAUM · 10 reps · 917-671-9690 · sagehallpartners.com
60
SORA INVESTORS — crossed $500M in regulatory AUM ($420.8M -> $673.1M). IAPD ↗institutional
$673.1M RAUM · 7 reps · 610-801-2000
60
PGIA — crossed $500M in regulatory AUM ($360.2M -> $528.4M). IAPD ↗institutional
$528.4M RAUM · 3 reps · 312-702-0696 · perpetual.com
60
DOUBLELINE ETF ADVISER LP — crossed $500M in regulatory AUM ($325.3M -> $899.8M). IAPD ↗institutional
$899.8M RAUM · 103 reps · (813)791-7333
60
ELECTRA CAPITAL — crossed $500M in regulatory AUM ($498.3M -> $593.1M). IAPD ↗institutional
$593.1M RAUM · 6 reps · (610) 977-2000
60
SCULPTOR ADVISORS LLC — crossed $500M in regulatory AUM ($150.5M -> $579.0M). IAPD ↗institutional
$579.0M RAUM · 101 reps · 212-790-0000
60
VOLATILITY SHARES LLC — crossed $500M in regulatory AUM ($100,000 -> $538.3M). IAPD ↗institutional
$538.3M RAUM · 5 reps · 866-261-0273 · volatilityshares.com
60
SHERBROOKE PARK ADVISERS LLC — crossed $500M in regulatory AUM ($299.2M -> $518.7M). IAPD ↗institutional
$518.7M RAUM · 5 reps · 917-673-2128
60
LUMINT CORPORATION — crossed $500M in regulatory AUM ($327.7M -> $534.2M). IAPD ↗institutional
$534.2M RAUM · 3 reps · 857-222-8131 · lumint.com
60
VISTA CREDIT BDC MANAGEMENT, L.P. — crossed $500M in regulatory AUM ($468.9M -> $575.1M). IAPD ↗institutional
$575.1M RAUM · 0 reps · (212) 804-9100
55
ANALYST PORTFOLIO MANAGEMENT LTD. — crossed $1B in regulatory AUM ($832.6M -> $1.03B). IAPD ↗foreign
$1.03B RAUM · 21 reps · 972-3-7147147 · analyst.co.il
55
BLACKROCK ASSET MANAGEMENT SCHWEIZ AG — crossed $1B in regulatory AUM ($768.9M -> $1.27B). IAPD ↗foreign
$1.27B RAUM · 19 reps · 41 44 297 7373
55
LGT WEALTH MANAGEMENT US LIMITED — crossed $1B in regulatory AUM ($914.9M -> $1.22B). IAPD ↗foreign
$1.22B RAUM · 12 reps · +44 203 207 8000 · lgtwm-us.com
55
TANAGER WEALTH MANAGEMENT — crossed $1B in regulatory AUM ($752.8M -> $1.01B). IAPD ↗foreign
$1.01B RAUM · 14 reps · 020 3965 6330
55
ZENTIFIC INVESTMENT MANAGEMENT LIMITED — crossed $1B in regulatory AUM ($623.4M -> $1.01B). IAPD ↗foreign
$1.01B RAUM · 5 reps · 852-3163-8177 · zentific-im.com
55
AEGON ASSET MANAGEMENT UK PLC — crossed $1B in regulatory AUM ($832.9M -> $2.09B). IAPD ↗foreign
$2.09B RAUM · 90 reps · +44 7780932104 · aegonam.com
55
ALPEN PARTNERS INTERNATIONAL AG — crossed $1B in regulatory AUM ($761.2M -> $1.03B). IAPD ↗foreign
$1.03B RAUM · 25 reps · 41581057550 · alpeninternational.com
55
BLUE SWELL ASSET MANAGEMENT PRIVATE LIMITED — crossed $1B in regulatory AUM ($700.9M -> $1.19B). IAPD ↗foreign
$1.19B RAUM · 5 reps · -15977
55
DIAPHANUM — crossed $1B in regulatory AUM ($149.5M -> $1.03B). IAPD ↗foreign
$1.03B RAUM · 5 reps · +34 912 44 92 23 · diaphanum.com
55
MAN INVESTMENTS AUSTRALIA LIMITED — crossed $1B in regulatory AUM ($756.6M -> $1.16B). IAPD ↗foreign
$1.16B RAUM · 3 reps · +61 2 8259 9980 · man.com
55
LEPERCQ DE NEUFLIZE ASSET MANAGEMENT LLC — crossed $500M in regulatory AUM ($375.4M -> $524.6M). IAPD ↗fund
$524.6M RAUM · 5 reps · 212-698-0700
55
PERIGEE CAPITAL, LP — crossed $500M in regulatory AUM ($127.2M -> $698.4M). IAPD ↗fund
$698.4M RAUM · 1 reps · 941-955-0929 · perigeegroup.com
55
PROSIGHT CAPITAL — crossed $500M in regulatory AUM ($355.4M -> $658.7M). IAPD ↗fund
$658.7M RAUM · 5 reps · (214) 468-0008 · prosightcapital.com
55
SAGE ADVISORS, LLC — crossed $500M in regulatory AUM ($296.1M -> $538.1M). IAPD ↗fund
$538.1M RAUM · 14 reps · 212-850-4260
55
FOX RUN MANAGEMENT LLC — crossed $500M in regulatory AUM ($352.0M -> $504.4M). IAPD ↗fund
$504.4M RAUM · 5 reps · 203-629-1729
55
DME ADVISORS, LP — crossed $500M in regulatory AUM ($432.2M -> $563.0M). IAPD ↗fund
$563.0M RAUM · 0 reps · 212-973-1900 · greenlightcapital.com
55
BRANT POINT INVESTMENT MANAGEMENT LLC — crossed $500M in regulatory AUM ($492.2M -> $507.3M). IAPD ↗fund
$507.3M RAUM · 5 reps · 212-583-6400
55
LNK PARTNERS, LLC — crossed $500M in regulatory AUM ($481.3M -> $554.0M). IAPD ↗fund
$554.0M RAUM · 5 reps · 914-824-5900 · lnkpartners.com
55
MONEDA USA, INC. — crossed $500M in regulatory AUM ($316.6M -> $528.2M). IAPD ↗fund
$528.2M RAUM · 2 reps · 12125840585 · monedausa.com
55
PRICE CAPITAL MANAGEMENT, INC. — crossed $500M in regulatory AUM ($424.2M -> $523.3M). IAPD ↗fund
$523.3M RAUM · 2 reps · 850-934-6300
55
AXON CAPITAL LP — crossed $500M in regulatory AUM ($481.3M -> $504.2M). IAPD ↗fund
$504.2M RAUM · 4 reps · 212-479-2000 · tpgaxon.com
55
STURBRIDGE CAPITAL LLC — crossed $500M in regulatory AUM ($430.2M -> $508.5M). IAPD ↗fund
$508.5M RAUM · 5 reps · 248-220-8400 · sturbridgecapital.com
55
A.W. JONES — crossed $500M in regulatory AUM ($493.4M -> $502.9M). IAPD ↗fund
$502.9M RAUM · 3 reps · 646-517-6400 · awjones.com
55
PEMBROOK CAPITAL MANAGEMENT LLC — crossed $500M in regulatory AUM ($493.4M -> $534.8M). IAPD ↗fund
$534.8M RAUM · 13 reps · 212-906-8682 · pembrookgroup.com
55
SF EQUITY PARTNERS MANAGEMENT, LLC — crossed $500M in regulatory AUM ($444.5M -> $616.7M). IAPD ↗fund
$616.7M RAUM · 6 reps · 415-738-1200 · sfequitypartners.com
55
BHMS INVESTMENTS, LP — crossed $500M in regulatory AUM ($499.6M -> $664.8M). IAPD ↗fund
$664.8M RAUM · 7 reps · 203-653-3558
55
EDGEWATER CAPITAL PARTNERS — crossed $500M in regulatory AUM ($366.1M -> $572.1M). IAPD ↗fund
$572.1M RAUM · 17 reps · 216-292-3838 · edgewatercapital.com
55
SOAPSTONE MANAGEMENT L.P. — crossed $500M in regulatory AUM ($487.4M -> $534.0M). IAPD ↗fund
$534.0M RAUM · 2 reps · 212-319-1438 · soapstonecapital.com
55
JB CAPITAL PARTNERS — crossed $500M in regulatory AUM ($436.0M -> $575.0M). IAPD ↗fund
$575.0M RAUM · 1 reps · 914-273-4709
55
SPP MANAGEMENT SERVICES, LLC — crossed $500M in regulatory AUM ($440.1M -> $503.8M). IAPD ↗fund
$503.8M RAUM · 14 reps · 704-654-3400
55
ACORN GROWTH COMPANIES, LLC — crossed $500M in regulatory AUM ($496.8M -> $574.1M). IAPD ↗fund
$574.1M RAUM · 12 reps · 405-737-2676 · acorngrowthcompanies.com
55
PALLADIN CONSUMER RETAIL PARTNERS, LLC — crossed $500M in regulatory AUM ($379.4M -> $546.2M). IAPD ↗fund
$546.2M RAUM · 8 reps · 617-585-3800 · palladincapital.com
55
EMET CAPITAL MANAGEMENT — crossed $500M in regulatory AUM ($478.9M -> $519.5M). IAPD ↗fund
$519.5M RAUM · 9 reps · 212-725-7902 · emetcap.com
55
SYSTIMA CAPITAL MANAGEMENT — crossed $500M in regulatory AUM ($492.1M -> $579.1M). IAPD ↗fund
$579.1M RAUM · 7 reps · 312-481-7229 · systimacapital.com
55
MYDA ADVISORS LLC — crossed $500M in regulatory AUM ($492.6M -> $525.2M). IAPD ↗fund
$525.2M RAUM · 7 reps · 516-400-9757
55
CM INVESTMENT PARTNERS, LLC — crossed $500M in regulatory AUM ($390.4M -> $515.6M). IAPD ↗fund
$515.6M RAUM · 9 reps · 646-690-5047
55
JAGUAR GROWTH ASSET MANAGEMENT, LLC — crossed $500M in regulatory AUM ($409.7M -> $505.9M). IAPD ↗fund
$505.9M RAUM · 8 reps · 646-663-4950 · jaguargrowth.com
55
AUA PRIVATE EQUITY PARTNERS, LLC — crossed $500M in regulatory AUM ($311.6M -> $552.5M). IAPD ↗fund
$552.5M RAUM · 11 reps · 561-851-9500 · auaequity.com
55
ABR DYNAMIC FUNDS, LLC — crossed $500M in regulatory AUM ($494.1M -> $516.4M). IAPD ↗fund
$516.4M RAUM · 3 reps · 212-918-4664 · abrdynamicfunds.com
55
AUSTRALIS PARTNERS (ADVISERS) LLC — crossed $500M in regulatory AUM ($475.9M -> $663.4M). IAPD ↗fund
$663.4M RAUM · 7 reps · 646-885-0406 · australispartners.com
55
AISLING CAPITAL MANAGEMENT LP — crossed $500M in regulatory AUM ($332.7M -> $515.7M). IAPD ↗fund
$515.7M RAUM · 8 reps · 212-651-6380 · aislingcapital.com
55
CENTERGATE CAPITAL — crossed $500M in regulatory AUM ($413.4M -> $864.4M). IAPD ↗fund
$864.4M RAUM · 15 reps · 512-717-7100 · centergatecapital.com
55
LATTICEWORK CAPITAL MANAGEMENT LLC — crossed $500M in regulatory AUM ($383.2M -> $521.2M). IAPD ↗fund
$521.2M RAUM · 10 reps · 469-270-7459 · latticeworkcapital.com
55
IKARIAN CAPITAL — crossed $500M in regulatory AUM ($375.1M -> $565.2M). IAPD ↗fund
$565.2M RAUM · 5 reps · 214-276-0670
55
NUMERAI — crossed $500M in regulatory AUM ($388.8M -> $692.4M). IAPD ↗fund
$692.4M RAUM · 9 reps · 415-737-0873
55
SILVERVIEW CREDIT PARTNERS LP — crossed $500M in regulatory AUM ($398.1M -> $597.6M). IAPD ↗fund
$597.6M RAUM · 7 reps · 646-205-6225
55
RHINO INVESTMENT PARTNERS, INC. — crossed $500M in regulatory AUM ($398.9M -> $552.4M). IAPD ↗fund
$552.4M RAUM · 2 reps · (610) 234-2203 · rhinoip.com
55
337 FRONTIER CAPITAL, LP — crossed $500M in regulatory AUM ($402.9M -> $512.6M). IAPD ↗fund
$512.6M RAUM · 3 reps · (646)-813-3351 · 337frontier.com
55
ONE68 GLOBAL CAPITAL, LLC — crossed $500M in regulatory AUM ($158.0M -> $500.0M). IAPD ↗fund
$500.0M RAUM · 5 reps · 212-331-6738
55
RDST CAPITAL LLC — crossed $500M in regulatory AUM ($326.6M -> $548.1M). IAPD ↗fund
$548.1M RAUM · 3 reps · 206.332.1227 · readestreet.com
55
CEDAR STREET ASSET MANAGEMENT LLC — crossed $500M in regulatory AUM ($399.6M -> $632.8M). IAPD ↗fund
$632.8M RAUM · 6 reps · 312-796-3130 · cedarstreetam.com
55
LSCP ADVISORS, LLC — crossed $500M in regulatory AUM ($283.6M -> $523.8M). IAPD ↗fund
$523.8M RAUM · 3 reps · 512-407-2600 · legacystarcapital.com
55
ARABLE CAPITAL PARTNERS, LLC — crossed $500M in regulatory AUM ($479.1M -> $509.5M). IAPD ↗fund
$509.5M RAUM · 6 reps · (866) 927-2253 · arablecp.com
55
HAVENCREST CAPITAL MANAGEMENT, LLC — crossed $500M in regulatory AUM ($495.0M -> $500.8M). IAPD ↗fund
$500.8M RAUM · 11 reps · 214-420-3492 · havencrest.com
55
CHANNING GLOBAL ADVISORS, LLC — crossed $500M in regulatory AUM ($424.7M -> $553.4M). IAPD ↗fund
$553.4M RAUM · 2 reps · 305-901-5315 · channingglobal.com
55
ARRINGTON CAPITAL INVESTMENT MANAGEMENT, LLC — crossed $500M in regulatory AUM ($339.7M -> $511.6M). IAPD ↗fund
$511.6M RAUM · 9 reps · 786-548-1886 · arringtoncapital.com
55
AMPFIELD MANAGEMENT — crossed $500M in regulatory AUM ($315.5M -> $665.5M). IAPD ↗fund
$665.5M RAUM · 3 reps · 212 400 9533
55
ARETEX CAPITAL MANAGEMENT, LP — crossed $500M in regulatory AUM ($434.8M -> $629.9M). IAPD ↗fund
$629.9M RAUM · 2 reps · 212-651-2260 · aretexcapital.com
55
HALE PARTNERSHIP CAPITAL MANAGEMENT, LLC — crossed $500M in regulatory AUM ($466.3M -> $593.1M). IAPD ↗fund
$593.1M RAUM · 2 reps · 336-552-6228
55
ADVANTAGE ALPHA CAPITAL PARTNERS LP — crossed $500M in regulatory AUM ($492.9M -> $543.4M). IAPD ↗fund
$543.4M RAUM · 5 reps · (415) 343-7077 · advantagealpha.com
55
ANALOG CENTURY MANAGEMENT LP — crossed $500M in regulatory AUM ($451.6M -> $665.9M). IAPD ↗fund
$665.9M RAUM · 4 reps · 646-248-6061 · analogcm.com
55
BSIP SLP GP, LLC — crossed $500M in regulatory AUM ($337.3M -> $767.4M). IAPD ↗fund
$767.4M RAUM · 15 reps · 469-421-8020 · bluestarinnovationpartners.com
55
ACHIEVE PARTNERS MANAGEMENT, LLC — crossed $500M in regulatory AUM ($444.4M -> $602.8M). IAPD ↗fund
$602.8M RAUM · 14 reps · 332-400-1140 · achievepartners.com
55
NELLORE CAPITAL MANAGEMENT LLC — crossed $500M in regulatory AUM ($473.4M -> $645.9M). IAPD ↗fund
$645.9M RAUM · 1 reps · 501-551-0128
55
WEBS CREEK CAPITAL MANAGEMENT LP — crossed $500M in regulatory AUM ($307.4M -> $642.6M). IAPD ↗fund
$642.6M RAUM · 5 reps · 972-850-0081 · webscreekcapital.com
55
SILVERARC CAPITAL MANAGEMENT, LLC — crossed $500M in regulatory AUM ($441.6M -> $538.7M). IAPD ↗fund
$538.7M RAUM · 5 reps · 617-284-6952 · silverarccapital.com
55
SNOWCAT CAPITAL MANAGEMENT LP — crossed $500M in regulatory AUM ($486.3M -> $500.6M). IAPD ↗fund
$500.6M RAUM · 3 reps · 646-908-6100
55
CREST ROCK PARTNERS — crossed $500M in regulatory AUM ($445.6M -> $568.5M). IAPD ↗fund
$568.5M RAUM · 8 reps · (303) 495-3598
55
8 KNOTS MANAGEMENT, LLC — crossed $500M in regulatory AUM ($259.9M -> $894.5M). IAPD ↗fund
$894.5M RAUM · 1 reps · 646-379-0396
55
BWCP, LP — crossed $500M in regulatory AUM ($428.7M -> $516.0M). IAPD ↗fund
$516.0M RAUM · 5 reps · 214-238-5792
55
HALLE CAPITAL MANAGEMENT LP — crossed $500M in regulatory AUM ($387.1M -> $504.7M). IAPD ↗fund
$504.7M RAUM · 6 reps · 212-906-4140
55
TELEO CAPITAL MANAGEMENT LLC — crossed $500M in regulatory AUM ($423.7M -> $572.0M). IAPD ↗fund
$572.0M RAUM · 14 reps · 424-323-3992 · teleocapital.com
55
ISOMETRY CAPITAL, LLC — crossed $500M in regulatory AUM ($309.6M -> $756.8M). IAPD ↗fund
$756.8M RAUM · 10 reps · 347-480-2544 · isometrycapital.com
55
FACT CAPITAL, L.P. — crossed $500M in regulatory AUM ($472.5M -> $529.1M). IAPD ↗fund
$529.1M RAUM · 4 reps · 914-809-0187 · factcapital.info
55
INTEGRITY GROWTH PARTNERS, L.P. — crossed $500M in regulatory AUM ($406.9M -> $588.4M). IAPD ↗fund
$588.4M RAUM · 7 reps · 310-689-5190
55
CLEARHAVEN PARTNERS LP — crossed $500M in regulatory AUM ($338.9M -> $980.0M). IAPD ↗fund
$980.0M RAUM · 10 reps · 617-221-7721
55
BENFORD CAPITAL PARTNERS MANAGEMENT, L.P. — crossed $500M in regulatory AUM ($448.2M -> $547.6M). IAPD ↗fund
$547.6M RAUM · 12 reps · 312-932-0200 · benfordcapital.com
55
EMBER INFRASTRUCTURE — crossed $500M in regulatory AUM ($350.5M -> $644.7M). IAPD ↗fund
$644.7M RAUM · 11 reps · (646) 374-3942 · ember-infra.com
55
GRAFINE CAPITAL HOLDINGS LLC — crossed $500M in regulatory AUM ($292.2M -> $606.2M). IAPD ↗fund
$606.2M RAUM · 4 reps · 212-235-2045 · grafine.com
55
MWP ADVISORY, LLC — crossed $500M in regulatory AUM ($285.5M -> $578.1M). IAPD ↗fund
$578.1M RAUM · 7 reps · 646-979-4070
55
GOODFINCH MANAGEMENT, LLC — crossed $500M in regulatory AUM ($325.8M -> $523.3M). IAPD ↗fund
$523.3M RAUM · 8 reps · 916-262-8199 · goodfinch.com
55
DARBY INTERNATIONAL CAPITAL — crossed $500M in regulatory AUM ($338.5M -> $549.7M). IAPD ↗fund
$549.7M RAUM · 6 reps · 703-336-2273 · darbyinternational.com
55
MSP SPORTS CAPITAL — crossed $500M in regulatory AUM ($197.7M -> $668.2M). IAPD ↗fund
$668.2M RAUM · 4 reps · 484 802-8704 · mspsportscapital.com
55
SC MANAGEMENT LLC — crossed $500M in regulatory AUM ($423.5M -> $631.4M). IAPD ↗fund
$631.4M RAUM · 6 reps · 2129709484
55
STRIDE CONSUMER — crossed $500M in regulatory AUM ($470.1M -> $535.3M). IAPD ↗fund
$535.3M RAUM · 14 reps · (781) 208-7375 · strideconsumer.com
55
CHICAGO ATLANTIC ADVISERS, LLC — crossed $500M in regulatory AUM ($483.0M -> $679.1M). IAPD ↗fund
$679.1M RAUM · 36 reps · 312-809-7002 · chicagoatlantic.com
55
INVICTUS GROWTH PARTNERS — crossed $500M in regulatory AUM ($427.0M -> $612.4M). IAPD ↗fund
$612.4M RAUM · 8 reps · 415-886-9830 · invictusgrowth.com
55
TENERE CAPITAL, LLC — crossed $500M in regulatory AUM ($301.9M -> $553.9M). IAPD ↗fund
$553.9M RAUM · 2 reps · 303-376-4800 · tenerecapital.com
55
NOLAN MANAGEMENT LLC — crossed $500M in regulatory AUM ($483.4M -> $516.3M). IAPD ↗fund
$516.3M RAUM · 5 reps · 424-675-7605 · nolancap.com
55
AFFINITY ASSET ADVISORS, LLC — crossed $500M in regulatory AUM ($237.6M -> $553.1M). IAPD ↗fund
$553.1M RAUM · 6 reps · 646-481-3856 · affinityadv.com
55
PRMIM — crossed $500M in regulatory AUM ($403.9M -> $707.6M). IAPD ↗fund
$707.6M RAUM · 4 reps · 215-360-3800 · prmortgageinvestment.com
55
LS BDC ADVISER, LLC — crossed $500M in regulatory AUM ($204.3M -> $548.9M). IAPD ↗fund
$548.9M RAUM · 35 reps · 786 598 2089
55
BLUE MARLIN HOLDCO LLC — crossed $500M in regulatory AUM ($429.8M -> $606.3M). IAPD ↗fund
$606.3M RAUM · 7 reps · 202-213-7885
55
LIONHEART STRATEGIC MANAGEMENT, LLC — crossed $500M in regulatory AUM ($358.5M -> $501.5M). IAPD ↗fund
$501.5M RAUM · 7 reps · 646-744-2284 · lionheartstrategic.com
55
GT INVESTMENT PARTNERS, LP — crossed $500M in regulatory AUM ($461.8M -> $615.0M). IAPD ↗fund
$615.0M RAUM · 5 reps · 310-210-9178 · gt-gp.com
55
BOONE CAPITAL MANAGEMENT LLC — crossed $500M in regulatory AUM ($414.0M -> $581.3M). IAPD ↗fund
$581.3M RAUM · 5 reps · 404-891-9290 · boonecap.com
55
HOOK MILL CAPITAL PARTNERS, LP — crossed $500M in regulatory AUM ($276.6M -> $870.0M). IAPD ↗fund
$870.0M RAUM · 2 reps · 212-804-9980
55
THE PHOENIX FUND ADVISOR LLC — crossed $500M in regulatory AUM ($349.6M -> $604.0M). IAPD ↗fund
$604.0M RAUM · 1 reps · 787-510-6600 · phoenixfund.com
55
ARIS MANAGEMENT, LLC — crossed $500M in regulatory AUM ($236.0M -> $608.6M). IAPD ↗fund
$608.6M RAUM · 774 reps · 212-515-3200
55
VALEAS CAPITAL PARTNERS — crossed $500M in regulatory AUM ($291.3M -> $807.4M). IAPD ↗fund
$807.4M RAUM · 7 reps · 415-992-3131 · valeas.com
55
DIVISADERO STREET CAPITAL MANAGEMENT, LP — crossed $500M in regulatory AUM ($278.3M -> $634.2M). IAPD ↗fund
$634.2M RAUM · 4 reps · 415-378-0636
55
BH CREDIT MANAGEMENT LLC — crossed $500M in regulatory AUM ($155.9M -> $850.2M). IAPD ↗fund
$850.2M RAUM · 15 reps · 214-665-1900
55
CAPITOL MERIDIAN PARTNERS LP — crossed $500M in regulatory AUM ($462.8M -> $993.2M). IAPD ↗fund
$993.2M RAUM · 9 reps · 202-742-9920 · capitolmeridian.com
55
BLACKBARN CAPITAL PARTNERS LP — crossed $500M in regulatory AUM ($477.3M -> $506.3M). IAPD ↗fund
$506.3M RAUM · 6 reps · 332-238-4950 · blackbarncap.com
55
LNC PARTNERS — crossed $500M in regulatory AUM ($466.5M -> $551.1M). IAPD ↗fund
$551.1M RAUM · 13 reps · (703) 651-2150 · lnc-partners.com
55
LUCASHILL, LLC — crossed $500M in regulatory AUM ($495.9M -> $562.5M). IAPD ↗fund
$562.5M RAUM · 2 reps · (650) 254-8599
55
BREAKOUT CAPITAL PARTNERS — crossed $500M in regulatory AUM ($292.1M -> $616.1M). IAPD ↗fund
$616.1M RAUM · 9 reps · 212-497-5100 · breakout-capital.com
55
FOREST AVENUE CAPITAL MANAGEMENT LP — crossed $500M in regulatory AUM ($469.7M -> $683.0M). IAPD ↗fund
$683.0M RAUM · 5 reps · 305-847-9750 · forestavecap.com
55
ALLIED INDUSTRIAL PARTNERS — crossed $500M in regulatory AUM ($319.4M -> $521.4M). IAPD ↗fund
$521.4M RAUM · 8 reps · 832-415-9055
55
ISO-MTS CAPITAL MANAGEMENT LP — crossed $500M in regulatory AUM ($182.1M -> $831.5M). IAPD ↗fund
$831.5M RAUM · 3 reps · 203-742-8100 · iso-mts.com
55
PILGRIM GLOBAL ADVISORS LLC — crossed $500M in regulatory AUM ($300.6M -> $585.0M). IAPD ↗fund
$585.0M RAUM · 2 reps · (775) 301-3963
55
AMERGIN ASSET MANAGEMENT, LLC — crossed $500M in regulatory AUM ($221.8M -> $695.9M). IAPD ↗fund
$695.9M RAUM · 5 reps · 561-760-1957
55
ESTUARY CAPITAL MANAGEMENT LP — crossed $500M in regulatory AUM ($236.7M -> $573.0M). IAPD ↗fund
$573.0M RAUM · 11 reps · 612-895-5515
55
SHORECLIFF ASSET MANAGEMENT COMPANY LLC — crossed $500M in regulatory AUM ($151.5M -> $614.0M). IAPD ↗fund
$614.0M RAUM · 4 reps · (949) 806-3980 · shorecliffam.com
55
COALESCE CAPITAL MANAGEMENT LLC — crossed $500M in regulatory AUM ($328.6M -> $800.8M). IAPD ↗fund
$800.8M RAUM · 8 reps · (646) 222-5910 · coalescecap.com
55
FIRMAMENT CAP ADVISORS, LLC — crossed $500M in regulatory AUM ($377.1M -> $526.2M). IAPD ↗fund
$526.2M RAUM · 20 reps · 212-956-1061
55
ZBS PARTNERS, LLC — crossed $500M in regulatory AUM ($253.5M -> $728.0M). IAPD ↗fund
$728.0M RAUM · 5 reps · 949-228-2545 · zbspartners.com
55
FALCONPOINT CAPITAL PARTNERS LLC — crossed $500M in regulatory AUM ($182.0M -> $553.0M). IAPD ↗fund
$553.0M RAUM · 4 reps · 212-301-7601 · falconpointpartners.com
40
LLOYD CAPITAL LLC — crossed $500M in regulatory AUM ($353.9M -> $526.2M). IAPD ↗foreign
$526.2M RAUM · 6 reps · 41445332230 · lloydcapital.ch
40
SSA WEALTH ADVISORS — crossed $500M in regulatory AUM ($462.8M -> $629.8M). IAPD ↗foreign
$629.8M RAUM · 5 reps · +41 44 206 60 40 · ssa-wa.com
40
VENTIRA PRIVATE WEALTH MANAGEMENT LTD. — crossed $500M in regulatory AUM ($437.3M -> $529.2M). IAPD ↗foreign
$529.2M RAUM · 4 reps · 0041 41 748 22 90 · ventira.ch
40
GF INTERNATIONAL — crossed $500M in regulatory AUM ($447.7M -> $575.8M). IAPD ↗foreign
$575.8M RAUM · 4 reps · 852 3695 2808 · gffunds.com.hk
40
ZENITH AM — crossed $500M in regulatory AUM ($494.2M -> $532.4M). IAPD ↗foreign
$532.4M RAUM · 7 reps · 33180980050 · zenith-am.com
40
COELI FRONTIER MARKETS AB — crossed $500M in regulatory AUM ($482.8M -> $564.5M). IAPD ↗foreign
$564.5M RAUM · 2 reps · 46850622300
40
CLIMBER CAPITAL SA — crossed $500M in regulatory AUM ($490.9M -> $544.1M). IAPD ↗foreign
$544.1M RAUM · 3 reps · +41 22 361 66 11 · climbercapital.ch
40
VERGENT ASSET MANAGEMENT — crossed $500M in regulatory AUM ($232.0M -> $790.1M). IAPD ↗foreign
$790.1M RAUM · 10 reps · 44 203 535 8141 · cclgroup.com
40
LORNE STEINBERG WEALTH MANAGEMENT INC. — crossed $500M in regulatory AUM ($489.0M -> $592.7M). IAPD ↗foreign
$592.7M RAUM · 11 reps · 514-876-9888 · steinbergwealth.com
40
J. SAFRA SARASIN ASSET MANAGEMENT (NORTH AMERICA) LTD — crossed $500M in regulatory AUM ($335.9M -> $651.0M). IAPD ↗foreign
$651.0M RAUM · 3 reps · 41583176400 · jsafrasarasin.com
40
GORDIAN CAPITAL JAPAN LIMITED — crossed $500M in regulatory AUM ($136.9M -> $822.8M). IAPD ↗foreign
$822.8M RAUM · 9 reps · +81 3-4520-2323
40
CONVERIUM CAPITAL INC. — crossed $500M in regulatory AUM ($345.5M -> $521.4M). IAPD ↗foreign
$521.4M RAUM · 5 reps · 514-418-0201 · converiumcap.com
40
ACTUSRAYPARTNERS LIMITED — crossed $500M in regulatory AUM ($359.6M -> $532.9M). IAPD ↗foreign
$532.9M RAUM · 11 reps · 852 3698 9298
40
ROOT CAPITAL - GESTÃO DE RECURSOS LTDA. — crossed $500M in regulatory AUM ($461.6M -> $514.3M). IAPD ↗foreign
$514.3M RAUM · 9 reps · 55 11 5116 1900 · rootcapital.com.br
33
INTERVEST CAPITAL PARTNERS LLC — filed an Item 4A succession naming INTERVEST CAPITAL PARTNERS INC. (CRD 159681) — an entity change, not a deal. IAPD ↗institutional
$512.1M RAUM · 21 reps · 212-377-0030
30
DATALIGN — filed an Item 4A succession naming DATALIGN (CRD 317004) — an entity change, not a deal. IAPD ↗institutional
$0 RAUM · 0 reps · 781-228-5678
30
LOTUS INFRASTRUCTURE PARTNERS, LP — filed an Item 4A succession naming LOTUS INFRASTRUCTURE PARTNERS, LP (CRD 324015) — an entity change, not a deal. IAPD ↗fund
$6.64B RAUM · 11 reps · 203-422-7700 · lotusinfrastructure.com
28
PEAKEQUITY PARTNERS MANAGEMENT CO., L.L.C. — filed an Item 4A succession naming PEAKEQUITY PARTNERS MANAGEMENT CO LP (CRD 281131) — an entity change, not a deal. IAPD ↗fund
$353.3M RAUM · 4 reps · 484-253-0001 · peakequity.com

Free page: firm, event, phone, website. The paid feed adds every window as CSV, filters by state and AUM band, and alerts the day the roster drops. Data: SEC Form ADV monthly roster; confirm on IAPD before acting.