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Integration & migration consulting — April 2025

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

832 firms opened this window in the April 2025 SEC roster: 474 aum crossed 500m, 346 aum crossed 1b, 11 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
DENALI ADVISORS, LLC — filed an Item 4A succession naming MCKINLEY CAPITAL MANAGEMENT, LLC (CRD 106173) — one firm absorbed the other. IAPD ↗
$1.20B RAUM · 9 reps · 858-558-3600
85
MEANS WEALTH MANAGEMENT — crossed $1B in regulatory AUM ($977.0M -> $1.31B). IAPD ↗
$1.31B RAUM · 13 reps · 1-207-947-6763
85
ASHTON THOMAS SECURITIES, LLC — crossed $1B in regulatory AUM ($409.1M -> $1.72B). IAPD ↗
$1.72B RAUM · 48 reps · 602-732-4745 · excelsecurities.com
85
CORTLAND ASSOCIATES INC — crossed $1B in regulatory AUM ($788.0M -> $1.00B). IAPD ↗
$1.00B RAUM · 3 reps · 314-726-6164 · cortlandassociates.com
85
WILKINS INVESTMENT COUNSEL, INC — crossed $1B in regulatory AUM ($651.3M -> $1.08B). IAPD ↗
$1.08B RAUM · 6 reps · 617-951-9969 · wilkinsinvest.com
85
TOTH FINANCIAL ADVISORY CORP — crossed $1B in regulatory AUM ($865.9M -> $1.02B). IAPD ↗
$1.02B RAUM · 9 reps · 703-443-8684
85
ACADEMY CAPITAL MANAGEMENT — crossed $1B in regulatory AUM ($896.1M -> $1.05B). IAPD ↗
$1.05B RAUM · 4 reps · 254-751-0555 · academycapitalmgmt.com
85
SIGNET FINANCIAL MANAGEMENT, LLC — crossed $1B in regulatory AUM ($949.4M -> $1.06B). IAPD ↗
$1.06B RAUM · 13 reps · (973) 543-6660
85
O'BRIEN WEALTH PARTNERS LLC — crossed $1B in regulatory AUM ($962.2M -> $1.11B). IAPD ↗
$1.11B RAUM · 11 reps · 617-547-6717
85
JAY A. FISHMAN, LTD — crossed $1B in regulatory AUM ($959.1M -> $1.12B). IAPD ↗
$1.12B RAUM · 4 reps · 248-740-9400 · jaf-ltd.com
85
MARK ASSET MANAGEMENT LP — crossed $1B in regulatory AUM ($786.6M -> $1.07B). IAPD ↗
$1.07B RAUM · 5 reps · 212-372-2500
85
VAN CLEEF ASSET MANAGEMENT INC — crossed $1B in regulatory AUM ($894.0M -> $1.11B). IAPD ↗
$1.11B RAUM · 3 reps · 216-464-0253
85
TRUSTMONT ADVISORY GROUP, INC. — crossed $1B in regulatory AUM ($919.4M -> $1.13B). IAPD ↗
$1.13B RAUM · 41 reps · 724-468-5665
85
BAXTER INVESTMENT MANAGEMENT — crossed $1B in regulatory AUM ($915.1M -> $1.01B). IAPD ↗
$1.01B RAUM · 5 reps · 203-637-4559 · baxterinvestment.com
85
VERUS FINANCIAL PARTNERS — crossed $1B in regulatory AUM ($920.8M -> $1.00B). IAPD ↗
$1.00B RAUM · 12 reps · 804-592-3465
85
REGENCY INVESTMENT ADVISORS INC — crossed $1B in regulatory AUM ($877.3M -> $1.01B). IAPD ↗
$1.01B RAUM · 8 reps · 559-438-2640 · regencyinvests.com
85
OAK RIDGE INVESTMENTS, LLC — crossed $1B in regulatory AUM ($899.9M -> $1.31B). IAPD ↗
$1.31B RAUM · 9 reps · 312-857-1040
85
WEALTH DIMENSIONS GROUP, LTD. — crossed $1B in regulatory AUM ($857.9M -> $1.03B). IAPD ↗
$1.03B RAUM · 12 reps · 513-554-6000
85
LODESTAR PRIVATE ASSET MANAGEMENT LLC — crossed $1B in regulatory AUM ($979.7M -> $1.12B). IAPD ↗
$1.12B RAUM · 5 reps · 925-838-1234 · lodestarpam.com
85
COHEN CAPITAL MANAGEMENT INC — crossed $1B in regulatory AUM ($884.8M -> $1.01B). IAPD ↗
$1.01B RAUM · 4 reps · (415) 927-8011
85
WOODARD & CO ASSET MANAGEMENT GROUP INC — crossed $1B in regulatory AUM ($911.0M -> $1.04B). IAPD ↗
$1.04B RAUM · 5 reps · 336-998-7000
85
AFFINITY INVESTMENT ADVISORS, LLC — crossed $1B in regulatory AUM ($938.1M -> $1.07B). IAPD ↗
$1.07B RAUM · 5 reps · 949-660-6373
85
INTREPID CAPITAL MANAGEMENT INC — crossed $1B in regulatory AUM ($762.5M -> $1.19B). IAPD ↗
$1.19B RAUM · 9 reps · 904-246-3433
85
PORTLAND GLOBAL ADVISORS LLC — crossed $1B in regulatory AUM ($894.6M -> $1.01B). IAPD ↗
$1.01B RAUM · 9 reps · 207-773-2773 · portlandglobal.com
85
BUFFINGTON MOHR MCNEAL — crossed $1B in regulatory AUM ($911.8M -> $1.05B). IAPD ↗
$1.05B RAUM · 10 reps · 208-338-5551 · bmmria.com
85
BEAM WEALTH ADVISORS, INC. — crossed $1B in regulatory AUM ($577.4M -> $1.31B). IAPD ↗
$1.31B RAUM · 17 reps · 985-893-1440
85
FMP WEALTH ADVISERS — crossed $1B in regulatory AUM ($952.0M -> $1.13B). IAPD ↗
$1.13B RAUM · 12 reps · 512-329-5174 · fmprofessionals.com
85
WESTMINSTER FINANCIAL ADVISORY CORP — crossed $1B in regulatory AUM ($920.3M -> $1.22B). IAPD ↗
$1.22B RAUM · 46 reps · 937-898-5010 · westminsterfinanical.com
85
PENN DAVIS MCFARLAND INC — crossed $1B in regulatory AUM ($843.2M -> $1.26B). IAPD ↗
$1.26B RAUM · 7 reps · 214-871-2772 · pdavis.org
85
FINANCIAL COUNCIL, LLC — crossed $1B in regulatory AUM ($959.4M -> $1.10B). IAPD ↗
$1.10B RAUM · 10 reps · 410-821-9200 · financialcouncil.com
85
ARBOR INVESTMENT ADVISORS — crossed $1B in regulatory AUM ($956.7M -> $1.09B). IAPD ↗
$1.09B RAUM · 4 reps · 336-777-1677 · arborinvest.com
85
QUANTUM CAPITAL MANAGEMENT, LLC — crossed $1B in regulatory AUM ($878.8M -> $1.03B). IAPD ↗
$1.03B RAUM · 2 reps · 609-677-4949 · quantumadv.com
85
IRON GATE GLOBAL ADVISORS — crossed $1B in regulatory AUM ($725.2M -> $1.06B). IAPD ↗
$1.06B RAUM · 7 reps · 888-591-0334
85
MARINER INSTITUTIONAL, LLC — crossed $1B in regulatory AUM ($976.6M -> $2.54B). IAPD ↗
$2.54B RAUM · 113 reps · 844-442-6326
85
DINUZZO PRIVATE WEALTH, INC. — crossed $1B in regulatory AUM ($946.5M -> $1.01B). IAPD ↗
$1.01B RAUM · 8 reps · 724-728-6564 · dinuzzo.com
85
AFFIANCE FINANCIAL LLC — crossed $1B in regulatory AUM ($971.4M -> $1.15B). IAPD ↗
$1.15B RAUM · 10 reps · 952-544-9818 · affiancefinancial.com
85
CALLAHAN ADVISORS, LLC — crossed $1B in regulatory AUM ($932.9M -> $1.20B). IAPD ↗
$1.20B RAUM · 6 reps · 713-572-3366
85
SYNERGY ASSET MANAGEMENT, LLC — crossed $1B in regulatory AUM ($823.7M -> $1.05B). IAPD ↗
$1.05B RAUM · 9 reps · 206-386-5455 · advisorempowerment.com
85
HOLT CAPITAL PARTNERS, L.P. — crossed $1B in regulatory AUM ($884.1M -> $1.00B). IAPD ↗
$1.00B RAUM · 2 reps · 817-877-1430 · holtcap.com
85
FUTURE CAPITAL — crossed $1B in regulatory AUM ($962.5M -> $1.03B). IAPD ↗
$1.03B RAUM · 1 reps · 423-648-1876 · pronvest.com
85
PAUL WINKLER, INC. — crossed $1B in regulatory AUM ($284.0M -> $1.17B). IAPD ↗
$1.17B RAUM · 14 reps · 615-851-1950
85
VERITY INVESTMENT PARTNERS — crossed $1B in regulatory AUM ($938.8M -> $1.21B). IAPD ↗
$1.21B RAUM · 12 reps · 843-379-6661 · verityvip.com
85
AA FINANCIAL ADVISORS, LLC — crossed $1B in regulatory AUM ($864.3M -> $1.01B). IAPD ↗
$1.01B RAUM · 9 reps · 614-442-3355
85
PRIVATE CLIENT SERVICES, LLC — crossed $1B in regulatory AUM ($845.8M -> $1.05B). IAPD ↗
$1.05B RAUM · 50 reps · 502-451-0600
85
WEALTH ADVISORS GROUP — crossed $1B in regulatory AUM ($995.9M -> $1.13B). IAPD ↗
$1.13B RAUM · 6 reps · 260-619-3100 · wealthag.com
85
COLUMBIA ASSET MANAGEMENT, L.L.C. — crossed $1B in regulatory AUM ($979.9M -> $1.05B). IAPD ↗
$1.05B RAUM · 4 reps · 734-665-1455 · columbiaasset.com
85
MIDWEST CAPITAL ADVISORS, LLC — crossed $1B in regulatory AUM ($947.3M -> $1.13B). IAPD ↗
$1.13B RAUM · 7 reps · 616-454-9600 · mcagps.com
85
PRIVATE CAPITAL ADVISORS, INC. — crossed $1B in regulatory AUM ($793.9M -> $1.01B). IAPD ↗
$1.01B RAUM · 2 reps · 347-960-4520 · privatecapitaladv.com
85
KELLEHER FINANCIAL ADVISORS, LLC — crossed $1B in regulatory AUM ($573.6M -> $1.03B). IAPD ↗
$1.03B RAUM · 8 reps · 212-709-9400 · kf-advisors.com
85
ATLAS CAPITAL ADVISORS INC. — crossed $1B in regulatory AUM ($909.0M -> $1.05B). IAPD ↗
$1.05B RAUM · 5 reps · 415-354-2400 · atlasca.com
85
THE INSTITUTE — crossed $1B in regulatory AUM ($926.9M -> $1.15B). IAPD ↗
$1.15B RAUM · 1 reps · 303-572-3500
85
SEVEN SPRINGS WEALTH GROUP — crossed $1B in regulatory AUM ($765.1M -> $1.21B). IAPD ↗
$1.21B RAUM · 15 reps · 615-370-1253
85
GENERATION CAPITAL MANAGEMENT LLC — crossed $1B in regulatory AUM ($916.6M -> $1.03B). IAPD ↗
$1.03B RAUM · 3 reps · 585-232-8560
85
PARK PIEDMONT ADVISORS LLC — crossed $1B in regulatory AUM ($862.0M -> $1.02B). IAPD ↗
$1.02B RAUM · 7 reps · 312-722-6760
85
BIONDO INVESTMENT ADVISORS LLC — crossed $1B in regulatory AUM ($927.0M -> $1.11B). IAPD ↗
$1.11B RAUM · 13 reps · 570-296-5525 · thebiondogroup.com
85
WAYPOINT WEALTH PARTNERS — crossed $1B in regulatory AUM ($935.8M -> $1.07B). IAPD ↗
$1.07B RAUM · 5 reps · 877-768-4802 · waypointwp.com
85
NPA ASSET MANAGEMENT, LLC — crossed $1B in regulatory AUM ($882.6M -> $1.01B). IAPD ↗
$1.01B RAUM · 52 reps · 201-476-0029 · nationwideplanning.com
85
VERSANT CAPITAL MANAGEMENT, INC. — crossed $1B in regulatory AUM ($900.5M -> $1.24B). IAPD ↗
$1.24B RAUM · 13 reps · 602-635-3760
85
FINANCIAL PERSPECTIVES — crossed $1B in regulatory AUM ($864.6M -> $1.00B). IAPD ↗
$1.00B RAUM · 14 reps · 763-553-7779 · fpwealth.com
85
ALLEN CAPITAL GROUP, LLC — crossed $1B in regulatory AUM ($998.5M -> $1.22B). IAPD ↗
$1.22B RAUM · 20 reps · 308-385-1500 · allencapgroup.com
85
LONGVIEW WEALTH MANAGEMENT — crossed $1B in regulatory AUM ($986.8M -> $1.10B). IAPD ↗
$1.10B RAUM · 24 reps · 404-843-3100 · longviewwealthmanagement.com
85
RAPPAPORT REICHES CAPITAL MANAGEMENT, — crossed $1B in regulatory AUM ($928.3M -> $1.13B). IAPD ↗
$1.13B RAUM · 13 reps · 847-832-0030 · rrcapital.com
85
TEEWINOT CAPITAL ADVISERS, L.L.C. — crossed $1B in regulatory AUM ($841.9M -> $1.19B). IAPD ↗
$1.19B RAUM · 9 reps · 212-984-2360 · teewinotfunds.com
85
CHI-RHO FINANCIAL, LLC — crossed $1B in regulatory AUM ($981.2M -> $1.17B). IAPD ↗
$1.17B RAUM · 7 reps · 678-731-0032
85
NICHOLAS INVESTMENT PARTNERS, L.P. — crossed $1B in regulatory AUM ($923.9M -> $1.18B). IAPD ↗
$1.18B RAUM · 5 reps · 858-759-4545 · nicpartners.com
85
CEDAR MOUNTAIN ADVISORS, LLC — crossed $1B in regulatory AUM ($870.1M -> $1.06B). IAPD ↗
$1.06B RAUM · 6 reps · 503-224-6868 · cmapdx.com
85
ARISTA WEALTH MANAGEMENT, LLC — crossed $1B in regulatory AUM ($993.2M -> $1.03B). IAPD ↗
$1.03B RAUM · 6 reps · 702-309-9970
85
STRATEGIC FINANCIAL CONCEPTS, LLC — crossed $1B in regulatory AUM ($987.6M -> $1.01B). IAPD ↗
$1.01B RAUM · 41 reps · 210-737-7800 · solinskygroup.com
85
CYPRESS POINT WEALTH MANAGEMENT, LLC — crossed $1B in regulatory AUM ($797.7M -> $1.07B). IAPD ↗
$1.07B RAUM · 4 reps · 214-736-8887 · cypresspointwealth.com
85
NEWPORT CAPITAL GROUP, LLC — crossed $1B in regulatory AUM ($326.8M -> $1.22B). IAPD ↗
$1.22B RAUM · 7 reps · 732-741-8400
85
HAMILTON POINT INVESTMENT ADVISORS, LLC — crossed $1B in regulatory AUM ($935.1M -> $1.07B). IAPD ↗
$1.07B RAUM · 8 reps · (919) 636-3765 · hamiltonpoint.com
85
INDEPENDENT SOLUTIONS WEALTH MANAGEMENT, LLC — crossed $1B in regulatory AUM ($953.8M -> $1.23B). IAPD ↗
$1.23B RAUM · 23 reps · 716-568-8566 · iswealthmanagement.com
85
BLACK DIAMOND FINANCIAL, LLC — crossed $1B in regulatory AUM ($701.4M -> $1.04B). IAPD ↗
$1.04B RAUM · 11 reps · 443-841-7772 · blackdfinancial.com
85
MCILRATH & ECK, LLC — crossed $1B in regulatory AUM ($839.6M -> $1.06B). IAPD ↗
$1.06B RAUM · 8 reps · (360) 657-8600 · mcilratheck.com
85
WPWEALTH LLP — crossed $1B in regulatory AUM ($872.7M -> $1.03B). IAPD ↗
$1.03B RAUM · 13 reps · 817-259-9100 · wpwealth.com
85
ALTERNA WEALTH MANAGEMENT, INC. — crossed $1B in regulatory AUM ($861.0M -> $1.23B). IAPD ↗
$1.23B RAUM · 40 reps · 713-885-9843 · alternawealthmanagement.com
85
RIVERFRONT INVESTMENT GROUP, LLC — crossed $1B in regulatory AUM ($751.1M -> $1.18B). IAPD ↗
$1.18B RAUM · 9 reps · 804-549-4800
85
THE FINANCIAL ADVISORS, LLC — crossed $1B in regulatory AUM ($981.1M -> $1.11B). IAPD ↗
$1.11B RAUM · 7 reps · 978-475-3242 · tfa.bz
85
WESPAC ADVISORS, LLC — crossed $1B in regulatory AUM ($926.3M -> $1.08B). IAPD ↗
$1.08B RAUM · 8 reps · 510-287-5255 · wespacadvisorsllc.net
85
CLEAR HAVEN CAPITAL MANAGEMENT, LLC — crossed $1B in regulatory AUM ($485.8M -> $1.20B). IAPD ↗
$1.20B RAUM · 5 reps · 332-240-0416 · clearhavencm.com
85
CS PLANNING CORP — crossed $1B in regulatory AUM ($957.9M -> $1.27B). IAPD ↗
$1.27B RAUM · 48 reps · 503-292-5853 · seltunfg.com
85
STILLWATER CAPITAL ADVISORS, LLC — crossed $1B in regulatory AUM ($980.8M -> $1.15B). IAPD ↗
$1.15B RAUM · 4 reps · 610-848-6760 · stillwateradv.com
85
IRONVIEW CAPITAL MANAGEMENT, LLC — crossed $1B in regulatory AUM ($851.0M -> $1.15B). IAPD ↗
$1.15B RAUM · 9 reps · 215-793-0111 · ironview.com
85
QUADCAP WEALTH MANAGEMENT, LLC — crossed $1B in regulatory AUM ($769.7M -> $1.14B). IAPD ↗
$1.14B RAUM · 12 reps · 972-818-2400 · quadcapwm.com
85
ARIN RISK ADVISORS LLC — crossed $1B in regulatory AUM ($987.8M -> $4.97B). IAPD ↗
$4.97B RAUM · 4 reps · 610.822.3400
85
ANDINA FAMILY OFFICES — crossed $1B in regulatory AUM ($808.5M -> $1.02B). IAPD ↗
$1.02B RAUM · 11 reps · 801-653-0564 · andinafamilyoffices.com
85
SEER CAPITAL MANAGEMENT LP — crossed $1B in regulatory AUM ($628.0M -> $1.08B). IAPD ↗
$1.08B RAUM · 11 reps · 212 850 9000 · seercap.com
85
THE DE BURLO GROUP, INC. — crossed $1B in regulatory AUM ($942.6M -> $1.03B). IAPD ↗
$1.03B RAUM · 3 reps · 617-482-0275 · deburlogroup.com
85
ACTIVEST WEALTH MANAGEMENT, LLC — crossed $1B in regulatory AUM ($956.5M -> $1.02B). IAPD ↗
$1.02B RAUM · 9 reps · 954-399-8121 · activestwm.com
85
FOUNTAINHEAD ADVISORS — crossed $1B in regulatory AUM ($721.6M -> $1.02B). IAPD ↗
$1.02B RAUM · 18 reps · 732-346-1900
85
BEACON CAPITAL MANAGEMENT, LLC — crossed $1B in regulatory AUM ($859.2M -> $1.07B). IAPD ↗
$1.07B RAUM · 18 reps · 615-224-9794
85
COPPELL ADVISORY SOLUTIONS LLC — crossed $1B in regulatory AUM ($849.6M -> $1.08B). IAPD ↗
$1.08B RAUM · 77 reps · 817-888-8020 · fusioncm.com
85
FIELDER CAPITAL GROUP LLC — crossed $1B in regulatory AUM ($834.6M -> $1.06B). IAPD ↗
$1.06B RAUM · 3 reps · 212-918-4860
85
CAPITAL WEALTH MANAGEMENT, LLC — crossed $1B in regulatory AUM ($858.0M -> $1.00B). IAPD ↗
$1.00B RAUM · 9 reps · (401) 885-1060
85
VERITY ASSET MANAGEMENT — crossed $1B in regulatory AUM ($902.9M -> $1.04B). IAPD ↗
$1.04B RAUM · 57 reps · 919-490-6717
85
SONEN CAPITAL LLC — crossed $1B in regulatory AUM ($792.7M -> $1.01B). IAPD ↗
$1.01B RAUM · 13 reps · 415-534-4444
85
TVAMP, LLC — crossed $1B in regulatory AUM ($677.0M -> $1.00B). IAPD ↗
$1.00B RAUM · 18 reps · 865-226-9982
85
OAK CITY CONSULTING, LLC — crossed $1B in regulatory AUM ($782.5M -> $1.26B). IAPD ↗
$1.26B RAUM · 3 reps · 919-844-6450 · oakcityconsulting.com
85
MONTIS FINANCIAL, LLC — crossed $1B in regulatory AUM ($638.8M -> $1.01B). IAPD ↗
$1.01B RAUM · 17 reps · 781-541-5057 · montisfinancial.com
85
STRATEGIC WEALTH INVESTMENT GROUP, LLC — crossed $1B in regulatory AUM ($900.8M -> $1.11B). IAPD ↗
$1.11B RAUM · 41 reps · 502-412-3354 · atasteofretirement.com
85
PRIVATE PORTFOLIO PARTNERS, LLC — crossed $1B in regulatory AUM ($899.9M -> $1.05B). IAPD ↗
$1.05B RAUM · 19 reps · 201-939-6644 · fairway-wealth.com
85
VIRTUE CAPITAL MANAGEMENT, LLC — crossed $1B in regulatory AUM ($787.5M -> $1.21B). IAPD ↗
$1.21B RAUM · 90 reps · 615-340-0801
85
BALEFIRE, LLC — crossed $1B in regulatory AUM ($903.2M -> $1.24B). IAPD ↗
$1.24B RAUM · 36 reps · 972-361-1001
85
SHEPHERD FINANCIAL PARTNERS, LLC — crossed $1B in regulatory AUM ($975.4M -> $1.14B). IAPD ↗
$1.14B RAUM · 8 reps · (781) 756-1804
85
WEALTHSHIELD PARTNERS, LLC — crossed $1B in regulatory AUM ($917.9M -> $1.08B). IAPD ↗
$1.08B RAUM · 13 reps · 919-948-4453 · madisonoakswp.com
85
TOWNELEY CAPITAL MANAGEMENT, INC. — crossed $1B in regulatory AUM ($882.4M -> $1.02B). IAPD ↗
$1.02B RAUM · 9 reps · 949-837-3580 · towneley.com
85
PRIVATE ADVISORY — crossed $1B in regulatory AUM ($900.5M -> $1.32B). IAPD ↗
$1.32B RAUM · 13 reps · 425-498-2320 · privateadvisory.com
85
BLUEPRINT INVESTMENT PARTNERS LLC — crossed $1B in regulatory AUM ($849.4M -> $1.23B). IAPD ↗
$1.23B RAUM · 3 reps · 336-609-7522
85
KEEN WEALTH ADVISORS — crossed $1B in regulatory AUM ($914.9M -> $1.04B). IAPD ↗
$1.04B RAUM · 29 reps · (913) 624-1841
85
DESTINY WEALTH PARTNERS, LLC — crossed $1B in regulatory AUM ($996.8M -> $1.13B). IAPD ↗
$1.13B RAUM · 11 reps · 352.343.2700 · destinywealth.com
85
SYMPHONY FINANCIAL, LTD. CO. — crossed $1B in regulatory AUM ($861.0M -> $1.09B). IAPD ↗
$1.09B RAUM · 23 reps · 281-272-6800
85
FIDUCIARY FINANCIAL ADVISORS — crossed $1B in regulatory AUM ($555.4M -> $1.17B). IAPD ↗
$1.17B RAUM · 38 reps · 616-622-3062
85
FOUNDERS FINANCIAL ALLIANCE, LLC — crossed $1B in regulatory AUM ($700.9M -> $1.00B). IAPD ↗
$1.00B RAUM · 31 reps · 855-860-5940 · foundersfinancialalliance.com
85
FITZROY INVESTMENT ADVISORS LLC — crossed $1B in regulatory AUM ($662.3M -> $1.01B). IAPD ↗
$1.01B RAUM · 8 reps · 347-580-9762 · fria.us
85
FLORENCE CAPITAL ADVISORS, LP — crossed $1B in regulatory AUM ($427.3M -> $1.26B). IAPD ↗
$1.26B RAUM · 1 reps · (212) 202-3296
85
STANSBERRY ASSET MANAGEMENT, LLC — crossed $1B in regulatory AUM ($875.5M -> $1.05B). IAPD ↗
$1.05B RAUM · 13 reps · 646-854-4370 · stansberryam.com
85
ARLINGTON FINANCIAL ADVISORS, LLC — crossed $1B in regulatory AUM ($944.5M -> $1.04B). IAPD ↗
$1.04B RAUM · 8 reps · (805) 699-7300 · arlingtonfinancialadvisors.com
85
180 WEALTH ADVISORS, LLC — crossed $1B in regulatory AUM ($853.0M -> $1.06B). IAPD ↗
$1.06B RAUM · 6 reps · (253) 394-0720 · 180wealthadvisors.com
85
JFG WEALTH MANAGEMENT, LLC — crossed $1B in regulatory AUM ($901.0M -> $1.16B). IAPD ↗
$1.16B RAUM · 30 reps · 720-778-4467 · jfgwealth.net
85
EVOLUTION WEALTH ADVISORS, LLC — crossed $1B in regulatory AUM ($952.2M -> $1.31B). IAPD ↗
$1.31B RAUM · 6 reps · (305) 921-4740 · ewadvisors.net
85
ALPINE PRIVATE WEALTH — crossed $1B in regulatory AUM ($978.5M -> $1.23B). IAPD ↗
$1.23B RAUM · 5 reps · 314-932-1010
85
KEELEY-TETON ADVISORS, LLC — crossed $1B in regulatory AUM ($888.8M -> $1.02B). IAPD ↗
$1.02B RAUM · 11 reps · (312) 786-5000 · keeleyteton.com
85
ARKOS GLOBAL ADVISORS, LLC — crossed $1B in regulatory AUM ($939.4M -> $1.11B). IAPD ↗
$1.11B RAUM · 4 reps · (346) 352-2360
85
AWM CAPITAL, LLC — crossed $1B in regulatory AUM ($860.6M -> $1.15B). IAPD ↗
$1.15B RAUM · 24 reps · (323) 940-1339
85
RECURRENT INVESTMENT ADVISORS LLC — crossed $1B in regulatory AUM ($782.2M -> $1.21B). IAPD ↗
$1.21B RAUM · 6 reps · (832) 241-5900 · recurrentfunds.com
85
OPAL WEALTH ADVISORS, LLC — crossed $1B in regulatory AUM ($825.9M -> $1.03B). IAPD ↗
$1.03B RAUM · 7 reps · 516-388-7980
85
SGROI WEALTH ADVISORY GROUP LLC — crossed $1B in regulatory AUM ($939.0M -> $1.08B). IAPD ↗
$1.08B RAUM · 13 reps · 716-674-6700 · sgroilawley.com
85
SHADE TREE ADVISORS LLC — crossed $1B in regulatory AUM ($794.7M -> $1.03B). IAPD ↗
$1.03B RAUM · 21 reps · 518-290-9460 · shadetreeadvisors.com
85
TITAN — crossed $1B in regulatory AUM ($882.0M -> $1.12B). IAPD ↗
$1.12B RAUM · 5 reps · 973-490-4042
85
MONOGRAM CAPITAL MANAGEMENT, L.P. — crossed $1B in regulatory AUM ($862.9M -> $1.09B). IAPD ↗
$1.09B RAUM · 10 reps · 310-229-2460 · monogramcapital.com
85
ROOT FINANCIAL PARTNERS — crossed $1B in regulatory AUM ($399.2M -> $1.11B). IAPD ↗
$1.11B RAUM · 35 reps · (760) 452-0720
85
TRIVIUM POINT ADVISORY, LLC — crossed $1B in regulatory AUM ($716.2M -> $1.49B). IAPD ↗
$1.49B RAUM · 23 reps · (203) 221-3085
85
ALDEN CAPITAL — crossed $1B in regulatory AUM ($657.2M -> $1.44B). IAPD ↗
$1.44B RAUM · 20 reps · (215) 572-8700 · aldeninvestmentgroup.com
85
SOUDERS FINANCIAL ADVISORS, LLC — crossed $1B in regulatory AUM ($889.9M -> $1.07B). IAPD ↗
$1.07B RAUM · 13 reps · 513-598-2400 · myscaretirement.com
85
COHALO — crossed $1B in regulatory AUM ($838.2M -> $1.03B). IAPD ↗
$1.03B RAUM · 1 reps · 833-426-4256 · cohalo.com
85
ACCURATE WEALTH MANAGEMENT, LLC — crossed $1B in regulatory AUM ($780.5M -> $1.15B). IAPD ↗
$1.15B RAUM · 41 reps · 813-994-0984 · accurateadvisorygroup.com
85
ASPIRE CAPITAL ADVISORS LLC — crossed $1B in regulatory AUM ($817.7M -> $1.01B). IAPD ↗
$1.01B RAUM · 10 reps · (206) 939-5615 · investwithaspire.com
85
CATALYST FINANCIAL PARTNERS — crossed $1B in regulatory AUM ($827.3M -> $1.02B). IAPD ↗
$1.02B RAUM · 9 reps · 617-239-8101
85
INSPIRE ADVISORS, LLC — crossed $1B in regulatory AUM ($835.3M -> $1.03B). IAPD ↗
$1.03B RAUM · 46 reps · 877-859-6383 · inspireadvisors.com
85
SIGNAL ADVISORS WEALTH, LLC — crossed $1B in regulatory AUM ($465.3M -> $1.16B). IAPD ↗
$1.16B RAUM · 9 reps · 1-866-774-4625
85
ABSHER WEALTH MANAGEMENT, LLC — crossed $1B in regulatory AUM ($944.3M -> $1.10B). IAPD ↗
$1.10B RAUM · 7 reps · 919-283-2340 · absherwealth.com
85
MBL ADVISORS — crossed $1B in regulatory AUM ($946.2M -> $1.14B). IAPD ↗
$1.14B RAUM · 10 reps · 704-333-8461
85
PLATFORM TECHNOLOGY PARTNERS — crossed $1B in regulatory AUM ($936.7M -> $1.09B). IAPD ↗
$1.09B RAUM · 8 reps · 212-444-2362 · neprivatewealth.com
85
FERMATA ADVISORS — crossed $1B in regulatory AUM ($973.8M -> $1.15B). IAPD ↗
$1.15B RAUM · 17 reps · (707) 938-7414
85
ONYX BRIDGE WEALTH GROUP LLC — crossed $1B in regulatory AUM ($815.7M -> $1.00B). IAPD ↗
$1.00B RAUM · 17 reps · (914) 909-6699 · onyxbridge.com
85
HUNTER CAPITAL MANAGEMENT — crossed $1B in regulatory AUM ($890.2M -> $1.02B). IAPD ↗
$1.02B RAUM · 5 reps · 312-341-9727 · hunterfunds.com
85
ASSUREDPARTNERS INVESTMENT ADVISORS — crossed $1B in regulatory AUM ($179.0M -> $3.25B). IAPD ↗
$3.25B RAUM · 46 reps · 407-708-0050
85
FORTIS CAPITAL ADVISORS, LLC — crossed $1B in regulatory AUM ($630.6M -> $1.21B). IAPD ↗
$1.21B RAUM · 54 reps · (913) 222-8862 · fortiscapitaladvisors.com
85
V-SQUARE QUANTITATIVE MANAGEMENT — crossed $1B in regulatory AUM ($883.4M -> $1.17B). IAPD ↗
$1.17B RAUM · 3 reps · (312) 872-7281
85
WEALTHPLAN INVESTMENT MANAGEMENT LLC — crossed $1B in regulatory AUM ($988.9M -> $1.57B). IAPD ↗
$1.57B RAUM · 14 reps · 402-691-0200
85
HILL INVESTMENT GROUP — crossed $1B in regulatory AUM ($971.1M -> $1.04B). IAPD ↗
$1.04B RAUM · 8 reps · 314-448-4023
85
FIFTH THIRD WEALTH ADVISORS LLC — crossed $1B in regulatory AUM ($571.7M -> $6.08B). IAPD ↗
$6.08B RAUM · 52 reps · (513) 534-7452
85
NEXT LEVEL PRIVATE LLC — crossed $1B in regulatory AUM ($810.7M -> $1.05B). IAPD ↗
$1.05B RAUM · 8 reps · (914) 431-5255
85
IMPACT PARTNERSHIP WEALTH, LLC — crossed $1B in regulatory AUM ($751.6M -> $1.68B). IAPD ↗
$1.68B RAUM · 72 reps · 800-380-5040
85
O'HAGAN GROUP, INC. — crossed $1B in regulatory AUM ($807.7M -> $1.02B). IAPD ↗
$1.02B RAUM · 8 reps · 610-625-8855 · theohagangroup.net
85
GDS WEALTH MANAGEMENT — crossed $1B in regulatory AUM ($891.7M -> $1.27B). IAPD ↗
$1.27B RAUM · 15 reps · 469-212-8072 · gdswealth.com
85
BROOKWOOD INVESTMENT GROUP — crossed $1B in regulatory AUM ($689.1M -> $1.06B). IAPD ↗
$1.06B RAUM · 24 reps · 4806463504 · ckwmg.com
85
ULLMANN WEALTH PARTNERS — crossed $1B in regulatory AUM ($877.1M -> $1.07B). IAPD ↗
$1.07B RAUM · 7 reps · 904-280-3700
85
VALENCE8 — crossed $1B in regulatory AUM ($909.5M -> $1.40B). IAPD ↗
$1.40B RAUM · 5 reps · 508-281-9208
85
WHITTIER ADVISORS, LLC — crossed $1B in regulatory AUM ($862.1M -> $1.48B). IAPD ↗
$1.48B RAUM · 2 reps · 949-341-4250 · whittieradvisors.com
85
VESTGEN ADVISORS, LLC — crossed $1B in regulatory AUM ($660.3M -> $3.47B). IAPD ↗
$3.47B RAUM · 30 reps · 312-237-4446
85
MAREN CAPITAL — crossed $1B in regulatory AUM ($889.0M -> $1.40B). IAPD ↗
$1.40B RAUM · 2 reps · 7738327602 · marencapital.com
85
ETHOS FINANCIAL GROUP, LLC — crossed $1B in regulatory AUM ($913.9M -> $1.58B). IAPD ↗
$1.58B RAUM · 27 reps · 484-889-7270 · ethosfg.com
85
GATEWAY WEALTH PARTNERS, LLC — crossed $1B in regulatory AUM ($891.6M -> $1.25B). IAPD ↗
$1.25B RAUM · 66 reps · (920) 731-9293 · integratedwealthpartners.com
85
TURTLE CREEK WEALTH ADVISORS, LLC — crossed $1B in regulatory AUM ($905.6M -> $1.33B). IAPD ↗
$1.33B RAUM · 19 reps · 214-214-3110
85
SPECTRUM WEALTH MANAGEMENT — crossed $1B in regulatory AUM ($976.4M -> $1.15B). IAPD ↗
$1.15B RAUM · 6 reps · 317-663-5600
85
UNITED ADVISOR GROUP — crossed $1B in regulatory AUM ($578.8M -> $1.09B). IAPD ↗
$1.09B RAUM · 43 reps · 888.242.4912 · uagria.com
85
A16Z PERENNIAL MANAGEMENT, L.P. — crossed $1B in regulatory AUM ($822.4M -> $1.82B). IAPD ↗
$1.82B RAUM · 9 reps · (650) 798-5800 · a16z.com
85
PREMIER PATH WEALTH PARTNERS, LLC — crossed $1B in regulatory AUM ($814.5M -> $1.10B). IAPD ↗
$1.10B RAUM · 4 reps · 973-671-6530 · premierpath.com
85
CASCADE FINANCIAL PARTNERS, LLC — crossed $1B in regulatory AUM ($973.9M -> $1.16B). IAPD ↗
$1.16B RAUM · 6 reps · 858-379-6701 · cascadefinancialpartners.com
85
SPIREPOINT PRIVATE CLIENT, LLC — crossed $1B in regulatory AUM ($934.1M -> $1.12B). IAPD ↗
$1.12B RAUM · 4 reps · 772-316-1271 · spirepointpc.com
85
STIFEL CAPITAL MANAGEMENT, LLC — crossed $1B in regulatory AUM ($745.4M -> $1.49B). IAPD ↗
$1.49B RAUM · 1 reps · 212-328-1000 · stifelcapitalmanagement.com
85
CAPITAL INVESTMENT COUNSEL, LLC — crossed $1B in regulatory AUM ($548.3M -> $1.18B). IAPD ↗
$1.18B RAUM · 4 reps · (303) 381-0200 · cicwealthadvisors.com
85
TOPSAIL WEALTH MANAGEMENT LLC — crossed $1B in regulatory AUM ($875.7M -> $1.03B). IAPD ↗
$1.03B RAUM · 3 reps · 980-308-9901 · topsailwealthmanagement.com
85
CASTLE ROCK ADVISORS LLC — crossed $1B in regulatory AUM ($830.2M -> $1.59B). IAPD ↗
$1.59B RAUM · 27 reps · 617-227-0050
70
LESKO SECURITIES, INC. — crossed $500M in regulatory AUM ($474.0M -> $597.1M). IAPD ↗
$597.1M RAUM · 12 reps · 607-724-2421
70
CHAPIN DAVIS ASSET MANAGEMENT — crossed $500M in regulatory AUM ($417.4M -> $539.1M). IAPD ↗
$539.1M RAUM · 23 reps · 410-435-3200
70
ANDREW GARRETT, INC. — crossed $500M in regulatory AUM ($470.1M -> $663.0M). IAPD ↗
$663.0M RAUM · 10 reps · 212-682-8833 · princetonfinancialpartners.com
70
BNA WEALTH — crossed $500M in regulatory AUM ($374.6M -> $504.0M). IAPD ↗
$504.0M RAUM · 6 reps · 803-324-7100 · bnacpa.com
70
GAGNON SECURITIES, LLC — crossed $500M in regulatory AUM ($438.0M -> $545.3M). IAPD ↗
$545.3M RAUM · 10 reps · 212-554-5000
70
THE JUNK INVESTMENT GROUP — crossed $500M in regulatory AUM ($419.3M -> $526.5M). IAPD ↗
$526.5M RAUM · 2 reps · 410-584-8100 · junkinv.com
70
KIRR, MARBACH & COMPANY, LLC — crossed $500M in regulatory AUM ($434.6M -> $513.4M). IAPD ↗
$513.4M RAUM · 7 reps · 812-376-9444
70
PLANNED SOLUTIONS, INC. — crossed $500M in regulatory AUM ($468.2M -> $540.0M). IAPD ↗
$540.0M RAUM · 5 reps · 916-361-0100 · plannedsolutions.com
70
WEALTH PLANNING CORP — crossed $500M in regulatory AUM ($454.9M -> $518.2M). IAPD ↗
$518.2M RAUM · 7 reps · 513-733-1750 · wealthp.com
70
INDEPENDENT INVESTORS INC — crossed $500M in regulatory AUM ($476.4M -> $541.2M). IAPD ↗
$541.2M RAUM · 2 reps · 631-979-2142
70
KERSHNER, GROSSO & CO. — crossed $500M in regulatory AUM ($437.0M -> $524.7M). IAPD ↗
$524.7M RAUM · 4 reps · 518-584-2600 · kershnergrosso.com
70
AUGUSTINE ASSET MANAGEMENT INC — crossed $500M in regulatory AUM ($477.0M -> $660.2M). IAPD ↗
$660.2M RAUM · 5 reps · 904-396-6944
70
MONTROSE ADVISORS INC — crossed $500M in regulatory AUM ($413.1M -> $647.5M). IAPD ↗
$647.5M RAUM · 3 reps · 212-888-4747 · montroseadvisors.com
70
FAIRFIELD, BUSH & CO. — crossed $500M in regulatory AUM ($448.9M -> $521.1M). IAPD ↗
$521.1M RAUM · 3 reps · 203-777-5900 · fairfieldbush.com
70
ATLAS CAPITAL MANAGEMENT CORP — crossed $500M in regulatory AUM ($460.9M -> $562.6M). IAPD ↗
$562.6M RAUM · 4 reps · 260-637-2857 · atlascapitalmanagement.com
70
HARVEY CAPITAL MANAGEMENT INC — crossed $500M in regulatory AUM ($425.8M -> $523.3M). IAPD ↗
$523.3M RAUM · 3 reps · 561-804-9181 · harveycapital.com
70
BEARD INVESTMENT SERVICES, INC. — crossed $500M in regulatory AUM ($455.5M -> $859.7M). IAPD ↗
$859.7M RAUM · 5 reps · 330-758-0575 · beardpension.com
70
HEMSLEY ADVISORS, LTD. — crossed $500M in regulatory AUM ($478.8M -> $541.0M). IAPD ↗
$541.0M RAUM · 4 reps · 847-381-7314 · hemsleyadvisors.com
70
WHITENER CAPITAL MANAGEMENT, INC — crossed $500M in regulatory AUM ($409.2M -> $506.1M). IAPD ↗
$506.1M RAUM · 5 reps · 252-972-8909
70
HAMEL ASSOCIATES,INC. — crossed $500M in regulatory AUM ($489.3M -> $514.6M). IAPD ↗
$514.6M RAUM · 5 reps · 973-665-1400 · hamelassociatesinc.com
70
BLUE BARN WEALTH — crossed $500M in regulatory AUM ($431.4M -> $521.4M). IAPD ↗
$521.4M RAUM · 9 reps · (801) 466-4101
70
SHIKIAR ASSET MANAGEMENT INC — crossed $500M in regulatory AUM ($477.0M -> $532.0M). IAPD ↗
$532.0M RAUM · 4 reps · 212-888-6565 · shikiar.com
70
BLUE OCEAN CAPITAL — crossed $500M in regulatory AUM ($498.1M -> $517.3M). IAPD ↗
$517.3M RAUM · 5 reps · 561-659-3301 · blueoceancpa.com
70
LAFFER TENGLER INVESTMENTS, INC. — crossed $500M in regulatory AUM ($462.6M -> $622.0M). IAPD ↗
$622.0M RAUM · 12 reps · 800-838-3468 · laffertengler.com
70
LOMBARD ADVISERS INCORPORATED — crossed $500M in regulatory AUM ($366.4M -> $567.4M). IAPD ↗
$567.4M RAUM · 31 reps · 410-342-1300 · golombard.com
70
BRAVE FAMILY ADVISORS — crossed $500M in regulatory AUM ($491.3M -> $542.8M). IAPD ↗
$542.8M RAUM · 5 reps · 908-522-8822
70
COVENANT ASSET MANAGEMENT, LLC — crossed $500M in regulatory AUM ($494.4M -> $624.3M). IAPD ↗
$624.3M RAUM · 8 reps · 908-879-4090
70
SEABRIDGE INVESTMENT ADVISORS LLC — crossed $500M in regulatory AUM ($434.4M -> $610.4M). IAPD ↗
$610.4M RAUM · 10 reps · 908-273-5085 · seabridge.com
70
MCGOWAN & CO LLP — crossed $500M in regulatory AUM ($485.0M -> $575.4M). IAPD ↗
$575.4M RAUM · 3 reps · 610-520-2400 · mcgowanco.com
70
SUMMIT FINANCIAL — crossed $500M in regulatory AUM ($499.4M -> $519.0M). IAPD ↗
$519.0M RAUM · 2 reps · 650-357-9410 · summit-advisors.com
70
DUMONT & BLAKE INVESTMENT ADVISORS LLC — crossed $500M in regulatory AUM ($490.0M -> $540.8M). IAPD ↗
$540.8M RAUM · 4 reps · 609-514-1899
70
SHAYNE & JACOBS, LLC — crossed $500M in regulatory AUM ($483.0M -> $561.9M). IAPD ↗
$561.9M RAUM · 4 reps · 615/250-1600 · shayneandjacobs.com
70
RTW FINANCIAL ADVISORS INC — crossed $500M in regulatory AUM ($472.0M -> $508.5M). IAPD ↗
$508.5M RAUM · 3 reps · 972-960-1212
70
WINCH FINANCIAL — crossed $500M in regulatory AUM ($420.2M -> $510.7M). IAPD ↗
$510.7M RAUM · 15 reps · 920-739-8577 · winchfinancial.com
70
BAYSHORE CAPITAL — crossed $500M in regulatory AUM ($454.2M -> $740.8M). IAPD ↗
$740.8M RAUM · 9 reps · (813) 221-3400 · bayshorecap.com
70
AB CUSTOM ALTERNATIVE SOLUTIONS LLC — crossed $500M in regulatory AUM ($484.0M -> $746.0M). IAPD ↗
$746.0M RAUM · 1 reps · 615-622-0000 · asturiascapitalllc.com
70
LEGACY CAPITAL GROUP CALIFORNIA, INC. — crossed $500M in regulatory AUM ($444.0M -> $608.4M). IAPD ↗
$608.4M RAUM · 4 reps · 408-399-6330
70
ASSET PLANNING, INC — crossed $500M in regulatory AUM ($446.5M -> $506.0M). IAPD ↗
$506.0M RAUM · 6 reps · 714-827-5794 · assetplanninginc.com
70
IMC ADVISORS, LLC — crossed $500M in regulatory AUM ($448.2M -> $509.6M). IAPD ↗
$509.6M RAUM · 3 reps · 812-376-3331 · imcadvisors.com
70
SHAKESPEARE WEALTH MANAGEMENT, LLC — crossed $500M in regulatory AUM ($440.2M -> $512.5M). IAPD ↗
$512.5M RAUM · 4 reps · 262-814-1600 · shakespeareinvestments.com
70
WOOSTER CORTHELL WEALTH MANAGEMENT, INC. — crossed $500M in regulatory AUM ($453.1M -> $501.2M). IAPD ↗
$501.2M RAUM · 3 reps · 860-430-9766
70
MIDWEST PROFESSIONAL PLANNERS, LTD. — crossed $500M in regulatory AUM ($431.8M -> $554.3M). IAPD ↗
$554.3M RAUM · 14 reps · 715-848-3474
70
HUNTLEIGH ADVISORS, INC. — crossed $500M in regulatory AUM ($445.4M -> $626.5M). IAPD ↗
$626.5M RAUM · 55 reps · 314-236-2400 · huntleighadvisors.com
70
WJ INTERESTS, LLC — crossed $500M in regulatory AUM ($483.8M -> $553.0M). IAPD ↗
$553.0M RAUM · 5 reps · 281-634-9400
70
PINION WEALTH MANAGEMENT, LLC — crossed $500M in regulatory AUM ($493.9M -> $649.0M). IAPD ↗
$649.0M RAUM · 7 reps · 316-682-8344
70
CORUS FAMILY WEALTH ADVISORS, INC. — crossed $500M in regulatory AUM ($403.5M -> $541.2M). IAPD ↗
$541.2M RAUM · 6 reps · 972-422-1010
70
MCELHENNY SHEFFIELD CAPITAL MANAGEMENT, LLC — crossed $500M in regulatory AUM ($419.4M -> $508.7M). IAPD ↗
$508.7M RAUM · 7 reps · 214-922-9200 · mscmfunds.com
70
MADRONA FINANCIAL & CPAS — crossed $500M in regulatory AUM ($393.0M -> $505.7M). IAPD ↗
$505.7M RAUM · 12 reps · 425-212-3777
70
PLAN GROUP FINANCIAL, INC. — crossed $500M in regulatory AUM ($346.9M -> $541.4M). IAPD ↗
$541.4M RAUM · 14 reps · 405-848-1099 · plangroup.com
70
FINANCIAL SECURITY MANAGEMENT, INC — crossed $500M in regulatory AUM ($439.4M -> $556.0M). IAPD ↗
$556.0M RAUM · 5 reps · 303-988-1411 · fsm-inc.com
70
BOONE WEALTH ADVISORS, LLC — crossed $500M in regulatory AUM ($232.6M -> $639.4M). IAPD ↗
$639.4M RAUM · 4 reps · 425-462-6406
70
ALEXANDER LABRUNERIE & CO., INC. — crossed $500M in regulatory AUM ($426.7M -> $525.1M). IAPD ↗
$525.1M RAUM · 5 reps · 573-449-5313 · labrunerie.com
70
AFFINITY INVESTMENT GROUP, LLC — crossed $500M in regulatory AUM ($444.9M -> $515.3M). IAPD ↗
$515.3M RAUM · 4 reps · 603-778-6436 · affinityinvestmentgroup.com
70
SNIDER FINANCIAL GROUP — crossed $500M in regulatory AUM ($315.8M -> $500.7M). IAPD ↗
$500.7M RAUM · 9 reps · 425-453-7080
70
SHANKERVALLEAU WEALTH ADVISORS, INC. — crossed $500M in regulatory AUM ($495.7M -> $549.9M). IAPD ↗
$549.9M RAUM · 6 reps · 847-475-2900 · shankervalleau.com
70
BERKELEY, INC — crossed $500M in regulatory AUM ($327.4M -> $595.9M). IAPD ↗
$595.9M RAUM · 3 reps · 208-853-6980 · berkeleyinc.com
70
COLLEGIATE CAPITAL MANAGEMENT, INC. — crossed $500M in regulatory AUM ($498.6M -> $582.3M). IAPD ↗
$582.3M RAUM · 4 reps · 919-838-0101
70
DIVERSIFIED FINANCIAL ADVISORS, LLC — crossed $500M in regulatory AUM ($451.2M -> $512.2M). IAPD ↗
$512.2M RAUM · 3 reps · 800-307-0376 · diversifiedfa.com
70
BMB ADVISERS LLC — crossed $500M in regulatory AUM ($457.1M -> $523.1M). IAPD ↗
$523.1M RAUM · 3 reps · 310-734-1234
70
PHOENIX WEALTH ADVISORS INC. — crossed $500M in regulatory AUM ($488.4M -> $551.0M). IAPD ↗
$551.0M RAUM · 7 reps · 919-929-4448 · pfinx.com
70
CONSOLIDATED FINANCIAL — crossed $500M in regulatory AUM ($441.2M -> $516.0M). IAPD ↗
$516.0M RAUM · 5 reps · 614-932-0000 · investconsolidated.com
70
RESOURCE FINANCIAL GROUP, LTD. — crossed $500M in regulatory AUM ($464.1M -> $542.6M). IAPD ↗
$542.6M RAUM · 2 reps · 847-256-7495 · rfgltd.com
70
PREMIER WEALTH ADVISORS, LLC — crossed $500M in regulatory AUM ($431.8M -> $523.1M). IAPD ↗
$523.1M RAUM · 6 reps · 212-752-4343
70
QUANTUM FINANCIAL SERVICES INC. — crossed $500M in regulatory AUM ($486.4M -> $590.8M). IAPD ↗
$590.8M RAUM · 2 reps · 317-845-1786 · quantumfinancialinc.com
70
FMB WEALTH MANAGEMENT — crossed $500M in regulatory AUM ($451.7M -> $507.8M). IAPD ↗
$507.8M RAUM · 5 reps · 805-446-4494
70
ALPHA FINANCIAL ADVISORS, LLC — crossed $500M in regulatory AUM ($444.1M -> $503.1M). IAPD ↗
$503.1M RAUM · 8 reps · 704-716-1100 · alphafa.com
70
WISE PLANNING, INC. — crossed $500M in regulatory AUM ($465.2M -> $529.4M). IAPD ↗
$529.4M RAUM · 6 reps · 847-834-9473 · wiseplanning.com
70
ELEVATION WEALTH PARTNERS, LLC — crossed $500M in regulatory AUM ($485.1M -> $582.1M). IAPD ↗
$582.1M RAUM · 8 reps · 707-524-6131 · elevationwp.com
70
GEM ASSET MANAGEMENT, LLC — crossed $500M in regulatory AUM ($461.0M -> $530.4M). IAPD ↗
$530.4M RAUM · 6 reps · 734-737-9108
70
PALISADE INVESTMENTS, LLC — crossed $500M in regulatory AUM ($464.6M -> $513.0M). IAPD ↗
$513.0M RAUM · 5 reps · 775-299-4600 · palisadeinvestments.com
70
CORNERSTONE WEALTH ADVISORS, INC. — crossed $500M in regulatory AUM ($445.4M -> $527.8M). IAPD ↗
$527.8M RAUM · 5 reps · (952) 920-3900 · cornerstonewealthadvisors.com
70
CREEKSIDE PARTNERS — crossed $500M in regulatory AUM ($466.5M -> $505.3M). IAPD ↗
$505.3M RAUM · 2 reps · 707-769-7820 · creeksidepartners.com
70
HIGHLAND FINANCIAL ADVISORS, LLC — crossed $500M in regulatory AUM ($430.4M -> $503.8M). IAPD ↗
$503.8M RAUM · 9 reps · 973-557-2933
70
HENNION & WALSH ASSET MANAGEMENT, INC. — crossed $500M in regulatory AUM ($472.7M -> $590.1M). IAPD ↗
$590.1M RAUM · 11 reps · 973-299-8989 · hennionandwalsh.com
70
WESTOVER CAPITAL ADVISORS, LLC — crossed $500M in regulatory AUM ($401.2M -> $568.6M). IAPD ↗
$568.6M RAUM · 5 reps · 302-427-9600 · westovercapital.com
70
PRESTIGE WEALTH MANAGEMENT GROUP, LLC — crossed $500M in regulatory AUM ($498.5M -> $599.4M). IAPD ↗
$599.4M RAUM · 4 reps · 908-782-0001
70
GRADIENT WEALTH MANAGEMENT — crossed $500M in regulatory AUM ($475.2M -> $591.1M). IAPD ↗
$591.1M RAUM · 62 reps · 866-991-1539 · gradientsecurities.com
70
WEST OAK CAPITAL, LLC — crossed $500M in regulatory AUM ($439.9M -> $525.6M). IAPD ↗
$525.6M RAUM · 4 reps · 208-722-2280 · westoakcap.com
70
NVEST FINANCIAL, LLC — crossed $500M in regulatory AUM ($379.8M -> $523.4M). IAPD ↗
$523.4M RAUM · 7 reps · 207-985-8585
70
RICHARDSON CAPITAL MANAGEMENT, LLC — crossed $500M in regulatory AUM ($445.5M -> $526.5M). IAPD ↗
$526.5M RAUM · 7 reps · 262-255-4100 · richardson-financial.com
70
REGENCY WEALTH MANAGEMENT — crossed $500M in regulatory AUM ($484.6M -> $538.3M). IAPD ↗
$538.3M RAUM · 5 reps · 201-447-5850
70
AMICUS FINANCIAL ADVISORS, LLC — crossed $500M in regulatory AUM ($438.8M -> $511.2M). IAPD ↗
$511.2M RAUM · 20 reps · 806-698-1122
70
MERIDIAN INVESTMENT COUNSEL, INC. — crossed $500M in regulatory AUM ($486.8M -> $539.4M). IAPD ↗
$539.4M RAUM · 4 reps · 510-493-7650
70
FLAGSHIP WEALTH ADVISORS, LLC. — crossed $500M in regulatory AUM ($421.3M -> $607.5M). IAPD ↗
$607.5M RAUM · 4 reps · 800-631-9997 · flagshipwealthadvisors.com
70
WESTWOOD WEALTH MANAGEMENT — crossed $500M in regulatory AUM ($433.3M -> $638.2M). IAPD ↗
$638.2M RAUM · 23 reps · 2147566900
70
PROSTATIS FINANCIAL ADVISORS GROUP — crossed $500M in regulatory AUM ($405.0M -> $508.9M). IAPD ↗
$508.9M RAUM · 18 reps · 410-863-1040
70
GARDEN STATE INVESTMENT ADVISORY SERVICES, LLC — crossed $500M in regulatory AUM ($445.6M -> $561.5M). IAPD ↗
$561.5M RAUM · 32 reps · 732-280-6886 · gardenstatesecurities.com
70
TRINITY FINANCIAL ADVISORS LLC — crossed $500M in regulatory AUM ($487.3M -> $580.4M). IAPD ↗
$580.4M RAUM · 5 reps · 614-848-7667 · tfadvisors.com
70
ATLAS BROWN — crossed $500M in regulatory AUM ($455.2M -> $567.5M). IAPD ↗
$567.5M RAUM · 6 reps · 502-271-2900
70
NESTEGGS, INC. — crossed $500M in regulatory AUM ($484.2M -> $724.7M). IAPD ↗
$724.7M RAUM · 8 reps · 904-348-3131 · nesteggs401k.com
70
BROGAN FINANCIAL — crossed $500M in regulatory AUM ($444.2M -> $533.3M). IAPD ↗
$533.3M RAUM · 4 reps · (865) 862-6800 · broganfinancial.com
70
SG CAPITAL MANAGEMENT LLC — crossed $500M in regulatory AUM ($436.3M -> $957.4M). IAPD ↗
$957.4M RAUM · 7 reps · 312-923-0150
70
LIGHTHOUSE FINANCIAL — crossed $500M in regulatory AUM ($490.2M -> $604.6M). IAPD ↗
$604.6M RAUM · 1 reps · 727-490-5797
70
TORTUGA ADVISERS LLC — crossed $500M in regulatory AUM ($481.6M -> $527.0M). IAPD ↗
$527.0M RAUM · 1 reps · 626-683-2200
70
REDMOND ASSET MANAGEMENT, LLC — crossed $500M in regulatory AUM ($378.5M -> $557.2M). IAPD ↗
$557.2M RAUM · 2 reps · 804-288-6080 · redmondassetmanagement.com
70
FREEDOM DAY SOLUTIONS, LLC — crossed $500M in regulatory AUM ($422.9M -> $569.0M). IAPD ↗
$569.0M RAUM · 6 reps · 713-784-3878
70
JACOBSON & SCHMITT ADVISORS, LLC — crossed $500M in regulatory AUM ($461.2M -> $590.0M). IAPD ↗
$590.0M RAUM · 12 reps · (608) 662-7500
70
OAK FAMILY ADVISORS, LLC — crossed $500M in regulatory AUM ($495.8M -> $534.0M). IAPD ↗
$534.0M RAUM · 5 reps · 312-373-7221 · ofallc.com
70
TOTAL CLARITY WEALTH MANAGEMENT, INC — crossed $500M in regulatory AUM ($458.0M -> $607.9M). IAPD ↗
$607.9M RAUM · 20 reps · 630-762-9352 · totalclaritybusiness.com
70
HUBER CAPITAL MANAGEMENT LLC — crossed $500M in regulatory AUM ($426.1M -> $541.5M). IAPD ↗
$541.5M RAUM · 6 reps · 310-207-8400
70
STEWART WEALTH MANAGEMENT, INC. — crossed $500M in regulatory AUM ($438.1M -> $501.2M). IAPD ↗
$501.2M RAUM · 3 reps · 415-499-1544 · stewartwealthmgt.com
70
FAMILY OFFICE RESEARCH, LLC — crossed $500M in regulatory AUM ($479.0M -> $580.9M). IAPD ↗
$580.9M RAUM · 3 reps · 301-684-1765 · familyofficeresearch.com
70
REAP FINANCIAL GROUP, LLC — crossed $500M in regulatory AUM ($443.5M -> $510.2M). IAPD ↗
$510.2M RAUM · 7 reps · 512-249-7300 · taxfreedomsummit.com
70
WEA FINANCIAL ADVISORS, INC. — crossed $500M in regulatory AUM ($472.4M -> $554.3M). IAPD ↗
$554.3M RAUM · 3 reps · 800-279-4030
70
HELMSTAR WEALTH MANAGEMENT — crossed $500M in regulatory AUM ($454.8M -> $586.9M). IAPD ↗
$586.9M RAUM · 10 reps · 208-429-0800
70
CORNELL POCHILY INVESTMENT ADVISORS, INC. — crossed $500M in regulatory AUM ($492.2M -> $570.3M). IAPD ↗
$570.3M RAUM · 5 reps · 607-391-7080 · cornellpochily.com
70
MELIA WEALTH LLC — crossed $500M in regulatory AUM ($455.7M -> $509.5M). IAPD ↗
$509.5M RAUM · 4 reps · 918-794-9290
70
HARVEST FINANCIAL ADVISORS, LLC — crossed $500M in regulatory AUM ($468.5M -> $582.6M). IAPD ↗
$582.6M RAUM · 5 reps · 513-779-3030 · harvest-advisor.com
70
PORTFOLIO MEDICS, LLC — crossed $500M in regulatory AUM ($499.6M -> $552.7M). IAPD ↗
$552.7M RAUM · 75 reps · (239) 444-1766 · portfoliomedics.com
70
EMPIRE FINANCIAL MANAGEMENT COMPANY, LLC — crossed $500M in regulatory AUM ($484.8M -> $519.6M). IAPD ↗
$519.6M RAUM · 10 reps · 212-417-8247 · empiream.com
70
SAFEGUARD INVESTMENT ADVISORY GROUP, LLC — crossed $500M in regulatory AUM ($454.6M -> $603.5M). IAPD ↗
$603.5M RAUM · 10 reps · 877-213-7233 · safeguardinvestment.com
70
QUATTRO ADVISORS L.L.C. — crossed $500M in regulatory AUM ($468.4M -> $516.3M). IAPD ↗
$516.3M RAUM · 5 reps · (412) 586-5406 · quattro-advisors.com
70
RDA FINANCIAL NETWORK — crossed $500M in regulatory AUM ($493.7M -> $578.7M). IAPD ↗
$578.7M RAUM · 18 reps · 888-300-4975
70
HT PARTNERS LLC — crossed $500M in regulatory AUM ($485.5M -> $503.4M). IAPD ↗
$503.4M RAUM · 5 reps · 860-662-4197 · htpartnersfamilywealth.com
70
THE RETIREMENT SOLUTION LLC — crossed $500M in regulatory AUM ($475.3M -> $573.3M). IAPD ↗
$573.3M RAUM · 15 reps · 425-558-3700
70
BOLTHOUSE INVESTMENT MANAGEMENT SERVICES — crossed $500M in regulatory AUM ($422.9M -> $544.8M). IAPD ↗
$544.8M RAUM · 5 reps · 661-326-6357
70
MERITAS WEALTH MANAGEMENT, LLC — crossed $500M in regulatory AUM ($483.8M -> $533.8M). IAPD ↗
$533.8M RAUM · 5 reps · 415-300-4560
70
CENTRAL TRUST BANK — crossed $500M in regulatory AUM ($489.5M -> $508.6M). IAPD ↗
$508.6M RAUM · 3 reps · 573-634-1105
70
ADAMS ASHBY FINANCIAL ADVISORS — crossed $500M in regulatory AUM ($442.5M -> $737.1M). IAPD ↗
$737.1M RAUM · 2 reps · 916-333-5989 · adamsashby.com
70
BLUECHIP WEALTH ADVISORS LLC — crossed $500M in regulatory AUM ($485.1M -> $637.0M). IAPD ↗
$637.0M RAUM · 6 reps · 770-771-5812
70
PAULSON WEALTH MANAGEMENT INC. — crossed $500M in regulatory AUM ($489.4M -> $503.8M). IAPD ↗
$503.8M RAUM · 5 reps · 630-517-2950
70
HOEY INVESTMENTS, INC. — crossed $500M in regulatory AUM ($427.5M -> $635.5M). IAPD ↗
$635.5M RAUM · 4 reps · 610-738-4280
70
BECK CAPITAL MANAGEMENT LLC — crossed $500M in regulatory AUM ($384.6M -> $504.9M). IAPD ↗
$504.9M RAUM · 6 reps · 512-345-6789
70
OLD PEAK FINANCE — crossed $500M in regulatory AUM ($471.9M -> $575.2M). IAPD ↗
$575.2M RAUM · 7 reps · 919 459 8181
70
RILEY FRIEDMAN ASSET MANAGEMENT — crossed $500M in regulatory AUM ($453.3M -> $504.9M). IAPD ↗
$504.9M RAUM · 2 reps · 650-988-1088 · rfasset.com
70
COMPASS FINANCIAL MANAGEMENT LLC — crossed $500M in regulatory AUM ($409.4M -> $519.0M). IAPD ↗
$519.0M RAUM · 27 reps · 813-831-5168 · compassfmllc.com
70
UNITED CAPITAL MANAGEMENT OF KANSAS, INC. — crossed $500M in regulatory AUM ($459.8M -> $669.7M). IAPD ↗
$669.7M RAUM · 18 reps · 785-823-7900 · ucmofkansas.com
70
CLARITY WEALTH ADVISORS — crossed $500M in regulatory AUM ($478.9M -> $601.2M). IAPD ↗
$601.2M RAUM · 2 reps · 408-560-3220 · claritywealthadvisors.com
70
TLWM FINANCIAL — crossed $500M in regulatory AUM ($484.9M -> $577.3M). IAPD ↗
$577.3M RAUM · 10 reps · 1-877-348-8822 · tlwmadvisor.com
70
STONEMARK WEALTH MANAGEMENT — crossed $500M in regulatory AUM ($427.1M -> $516.3M). IAPD ↗
$516.3M RAUM · 5 reps · 626-304-9888 · stonemarkwealth.com
70
RPG FAMILY WEALTH ADVISORY, LLC — crossed $500M in regulatory AUM ($492.3M -> $590.3M). IAPD ↗
$590.3M RAUM · 13 reps · (888) 285-8600
70
PARK CAPITAL MANAGEMENT, LLC — crossed $500M in regulatory AUM ($377.1M -> $732.8M). IAPD ↗
$732.8M RAUM · 5 reps · 608-440-8608
70
HARVEST INVESTMENT SERVICES, LLC — crossed $500M in regulatory AUM ($281.7M -> $534.2M). IAPD ↗
$534.2M RAUM · 23 reps · (630) 613-9230
70
NEW LEGACY GROUP, LLC — crossed $500M in regulatory AUM ($444.6M -> $707.9M). IAPD ↗
$707.9M RAUM · 9 reps · 212-616-8020
70
QUANTUM CAPITAL ADVISORS, LLC — crossed $500M in regulatory AUM ($193.9M -> $935.2M). IAPD ↗
$935.2M RAUM · 4 reps · 609 677-4949
70
FORTIS ADVISORS, LLC — crossed $500M in regulatory AUM ($470.8M -> $508.4M). IAPD ↗
$508.4M RAUM · 4 reps · 610-313-0910
70
HIGHMARK WEALTH MANAGEMENT LLC — crossed $500M in regulatory AUM ($483.7M -> $522.8M). IAPD ↗
$522.8M RAUM · 4 reps · 651-829-3300
70
IRON HORSE WEALTH MANAGEMENT, LLC — crossed $500M in regulatory AUM ($426.3M -> $532.8M). IAPD ↗
$532.8M RAUM · 6 reps · 515-779-6250 · ironhorsewm.com
70
OAK GROVE CAPITAL, LLC — crossed $500M in regulatory AUM ($340.9M -> $616.2M). IAPD ↗
$616.2M RAUM · 2 reps · 412-515-8899
70
SILVERLAKE WEALTH MANAGEMENT LLC — crossed $500M in regulatory AUM ($485.7M -> $572.7M). IAPD ↗
$572.7M RAUM · 9 reps · (802) 857-5083
70
FIRST ADVISORS NATIONAL, LLC — crossed $500M in regulatory AUM ($448.3M -> $501.1M). IAPD ↗
$501.1M RAUM · 56 reps · 1-855-326-7427 · danlamb.us
70
AFFINITY CAPITAL ADVISORS LLC — crossed $500M in regulatory AUM ($480.1M -> $636.1M). IAPD ↗
$636.1M RAUM · 4 reps · 510-984-0261 · affinitycapital.com
70
X-SQUARE CAPITAL — crossed $500M in regulatory AUM ($423.6M -> $623.9M). IAPD ↗
$623.9M RAUM · 7 reps · 787-282-1621 · xsquarecapital.com
70
WEALTH PRESERVATION ADVISORS, LLC — crossed $500M in regulatory AUM ($479.7M -> $536.1M). IAPD ↗
$536.1M RAUM · 2 reps · 423-486-9400
70
360 FINANCIAL — crossed $500M in regulatory AUM ($475.4M -> $567.6M). IAPD ↗
$567.6M RAUM · 5 reps · 952-542-8900
70
LOGICA CAPITAL ADVISERS, LLC — crossed $500M in regulatory AUM ($319.8M -> $522.6M). IAPD ↗
$522.6M RAUM · 4 reps · 424-652-9500
70
CRESTA ADVISORS — crossed $500M in regulatory AUM ($418.0M -> $533.1M). IAPD ↗
$533.1M RAUM · 7 reps · 956-267-8130
70
BROPHY WEALTH MANAGEMENT, LLC — crossed $500M in regulatory AUM ($407.3M -> $512.6M). IAPD ↗
$512.6M RAUM · 2 reps · (603) 668-2303 · brophywealth.com
70
MYSTIC ASSET MANAGEMENT — crossed $500M in regulatory AUM ($333.7M -> $529.3M). IAPD ↗
$529.3M RAUM · 2 reps · 866-206-5272 · mysticassetmanagement.com
70
VIZCAYA CAPITAL, LLC — crossed $500M in regulatory AUM ($426.7M -> $529.8M). IAPD ↗
$529.8M RAUM · 5 reps · 305-602-5725 · vizcayacapital.com
70
SEQUOIA WEALTH MANAGEMENT, LLC — crossed $500M in regulatory AUM ($457.2M -> $514.3M). IAPD ↗
$514.3M RAUM · 16 reps · 847-310-5900 · cpmfinancialservices.com
70
ARIADNE WEALTH MANAGEMENT, LP — crossed $500M in regulatory AUM ($445.9M -> $539.3M). IAPD ↗
$539.3M RAUM · 6 reps · 805-456-4920 · ariadnewealth.com
70
WEALTH MANAGEMENT ADVISORS, LLC — crossed $500M in regulatory AUM ($465.3M -> $562.7M). IAPD ↗
$562.7M RAUM · 5 reps · 864-236-4706 · wagnerwealthmanagement.com
70
MFA WEALTH ADVISORS, LLC — crossed $500M in regulatory AUM ($479.3M -> $529.1M). IAPD ↗
$529.1M RAUM · 8 reps · 412-343-8700
70
FORTIS CAPITAL MANAGEMENT LLC — crossed $500M in regulatory AUM ($496.9M -> $726.3M). IAPD ↗
$726.3M RAUM · 11 reps · 425-453-5010
70
L2 ASSET MANAGEMENT, LLC — crossed $500M in regulatory AUM ($473.3M -> $819.6M). IAPD ↗
$819.6M RAUM · 5 reps · 5083507150 · l2asset.com
70
LAZARI CAPITAL MANAGEMENT, INC. — crossed $500M in regulatory AUM ($471.1M -> $614.6M). IAPD ↗
$614.6M RAUM · 8 reps · 818-264-0610 · lazaricapital.com
70
WHITE OAKS WEALTH ADVISORS, INC. — crossed $500M in regulatory AUM ($490.9M -> $530.0M). IAPD ↗
$530.0M RAUM · 3 reps · 612-455-6900 · whiteoakswealth.com
70
BENTOAK CAPITAL — crossed $500M in regulatory AUM ($473.0M -> $803.7M). IAPD ↗
$803.7M RAUM · 14 reps · 817-550-6750
70
TYLER-STONE WEALTH MANAGEMENT, LLC — crossed $500M in regulatory AUM ($460.3M -> $598.9M). IAPD ↗
$598.9M RAUM · 19 reps · 216-295-0945
70
C.J. LAWRENCE — crossed $500M in regulatory AUM ($484.5M -> $591.5M). IAPD ↗
$591.5M RAUM · 3 reps · 1-877-466-1783 · cjlawrence.com
70
LOOM CAPITAL MANAGEMENT LLC — crossed $500M in regulatory AUM ($443.1M -> $505.8M). IAPD ↗
$505.8M RAUM · 2 reps · 646-870-8973 · loomcapital.com
70
PURUS WEALTH MANAGEMENT, LLC — crossed $500M in regulatory AUM ($437.5M -> $548.2M). IAPD ↗
$548.2M RAUM · 4 reps · 949-356-6330
70
TUCKER ASSET MANAGEMENT LLC — crossed $500M in regulatory AUM ($476.5M -> $640.8M). IAPD ↗
$640.8M RAUM · 79 reps · 303-734-1234 · tuckeram.com
70
MASCOMA WEALTH MANAGEMENT — crossed $500M in regulatory AUM ($435.3M -> $504.7M). IAPD ↗
$504.7M RAUM · 8 reps · 603-676-8813 · mascoma.bank
70
ARIES WEALTH MANAGEMENT, LLC — crossed $500M in regulatory AUM ($426.1M -> $530.7M). IAPD ↗
$530.7M RAUM · 4 reps · 207-536-0530
70
GRANITE HARBOR ADVISORS, INC. — crossed $500M in regulatory AUM ($401.2M -> $561.4M). IAPD ↗
$561.4M RAUM · 8 reps · 832-461-0789
70
CASTLE ROCK WEALTH MANAGEMENT, LLC — crossed $500M in regulatory AUM ($485.8M -> $521.8M). IAPD ↗
$521.8M RAUM · 8 reps · 925-478-8800 · crwmadvisors.com
70
AVIVAR CAPITAL, LLC — crossed $500M in regulatory AUM ($443.2M -> $513.8M). IAPD ↗
$513.8M RAUM · 16 reps · 818-681-6833
70
GIBBS WEALTH MANAGEMENT, LLC — crossed $500M in regulatory AUM ($391.4M -> $639.2M). IAPD ↗
$639.2M RAUM · 49 reps · 678-694-8770
70
DGS CAPITAL MANAGEMENT — crossed $500M in regulatory AUM ($446.7M -> $535.5M). IAPD ↗
$535.5M RAUM · 4 reps · 646-992-4370 · dgs.capital
70
CURRAN FINANCIAL PARTNERS, LLC — crossed $500M in regulatory AUM ($472.7M -> $592.9M). IAPD ↗
$592.9M RAUM · 10 reps · (843) 300-1182
70
MERIDIAN FINANCIAL PARTNERS LLC — crossed $500M in regulatory AUM ($400.8M -> $510.8M). IAPD ↗
$510.8M RAUM · 4 reps · (540)-878-5416
70
MULHOLLAND WEALTH ADVISORS, LLC — crossed $500M in regulatory AUM ($430.5M -> $543.2M). IAPD ↗
$543.2M RAUM · 6 reps · 3102728185 · mulhollandwa.com
70
ACUMEN WEALTH ADVISORS, LLC — crossed $500M in regulatory AUM ($427.3M -> $593.7M). IAPD ↗
$593.7M RAUM · 10 reps · 423-825-4796 · acumenwealth.com
70
HOOPOE ADVISORS — crossed $500M in regulatory AUM ($402.5M -> $543.6M). IAPD ↗
$543.6M RAUM · 9 reps · 617-708-0639
70
BMSS WESSON WEALTH SOLUTIONS — crossed $500M in regulatory AUM ($493.5M -> $577.1M). IAPD ↗
$577.1M RAUM · 6 reps · 205-982-5555 · bmsswesson.com
70
CORDATUS WEALTH MANAGEMENT LLC — crossed $500M in regulatory AUM ($457.8M -> $525.6M). IAPD ↗
$525.6M RAUM · 3 reps · 215-579-5981 · cordatuswealth.com
70
INVISTA ADVISORS — crossed $500M in regulatory AUM ($462.4M -> $580.1M). IAPD ↗
$580.1M RAUM · 6 reps · (334) 387-0094
70
SALING WEALTH ADVISORS — crossed $500M in regulatory AUM ($410.4M -> $517.6M). IAPD ↗
$517.6M RAUM · 9 reps · 502-805-3000 · salingwealthadvisors.com
70
WOLFF FINANCIAL MANAGEMENT LLC — crossed $500M in regulatory AUM ($465.5M -> $531.7M). IAPD ↗
$531.7M RAUM · 4 reps · 269-372-3100
70
ALPHA CAPITAL MANAGEMENT GROUP LLC — crossed $500M in regulatory AUM ($421.9M -> $613.5M). IAPD ↗
$613.5M RAUM · 3 reps · 303-900-1940 · alphacmg.com
70
ARJUNA CAPITAL, LLC — crossed $500M in regulatory AUM ($458.1M -> $634.1M). IAPD ↗
$634.1M RAUM · 3 reps · (978) 704-0112 · arjuna-capital.com
70
WESTSHORE WEALTH — crossed $500M in regulatory AUM ($473.8M -> $534.3M). IAPD ↗
$534.3M RAUM · 6 reps · (949) 825-7505 · westshorewealth.com
70
CENTRAL FAMILY ADVISORS, LLC — crossed $500M in regulatory AUM ($428.6M -> $549.8M). IAPD ↗
$549.8M RAUM · 3 reps · 917-993-7115 · cenfam.com
70
CLARK ASSET MANAGEMENT, LLC — crossed $500M in regulatory AUM ($457.3M -> $778.3M). IAPD ↗
$778.3M RAUM · 6 reps · 603-237-1341
70
MAXIMAI INVESTMENT PARTNERS, LLC — crossed $500M in regulatory AUM ($493.7M -> $538.7M). IAPD ↗
$538.7M RAUM · 6 reps · 786-332-6050 · maximaipartners.com
70
ONEASCENT INVESTMENT SOLUTIONS, LLC — crossed $500M in regulatory AUM ($457.2M -> $639.8M). IAPD ↗
$639.8M RAUM · 8 reps · 2053139142
70
GLOBAL WEALTH MANAGEMENT INVESTMENT ADVISORY, INC. — crossed $500M in regulatory AUM ($422.0M -> $529.1M). IAPD ↗
$529.1M RAUM · 11 reps · 866-405-1031 · askglobalwealth.com
70
BLACK SWIFT GROUP, LLC — crossed $500M in regulatory AUM ($467.6M -> $558.0M). IAPD ↗
$558.0M RAUM · 5 reps · 303-955-4381 · blackswiftgroup.com
70
NIA IMPACT CAPITAL — crossed $500M in regulatory AUM ($446.5M -> $525.7M). IAPD ↗
$525.7M RAUM · 4 reps · 510-319-9221 · niaimpactadvisors.com
70
ADAPTIVE FINANCIAL CONSULTING, LLC — crossed $500M in regulatory AUM ($403.7M -> $508.5M). IAPD ↗
$508.5M RAUM · 6 reps · 440-359-3468 · adaptivefc.com
70
CLEAR CREEK ADVISORS — crossed $500M in regulatory AUM ($376.3M -> $548.3M). IAPD ↗
$548.3M RAUM · 7 reps · (720) 642-8348
70
INTEGRA GLOBAL ADVISORS LLC — crossed $500M in regulatory AUM ($417.8M -> $562.6M). IAPD ↗
$562.6M RAUM · 12 reps · (203) 266-3942
70
INTEGRITY ADVISORY SOLUTIONS — crossed $500M in regulatory AUM ($147.5M -> $512.3M). IAPD ↗
$512.3M RAUM · 90 reps · (214) 919-2165 · integritywealthsolutions.com
70
FINANCIAL STRATEGIES GROUP, INC — crossed $500M in regulatory AUM ($468.6M -> $550.1M). IAPD ↗
$550.1M RAUM · 9 reps · (800) 804-0420
70
HAMILTON WEALTH, LLC — crossed $500M in regulatory AUM ($451.0M -> $553.7M). IAPD ↗
$553.7M RAUM · 3 reps · 747-208-4300
70
PEAK PLANNING GROUP, LLC — crossed $500M in regulatory AUM ($272.2M -> $650.9M). IAPD ↗
$650.9M RAUM · 5 reps · 303-991-0056 · peakplan.com
70
WELLS TRECASO FINANCIAL GROUP, LLC — crossed $500M in regulatory AUM ($482.9M -> $533.3M). IAPD ↗
$533.3M RAUM · 4 reps · 330-752-1547
70
MIRAMAR CAPITAL — crossed $500M in regulatory AUM ($491.3M -> $509.2M). IAPD ↗
$509.2M RAUM · 3 reps · 847-291-7300
70
MORGANROSEL WEALTH MANAGEMENT, LLC — crossed $500M in regulatory AUM ($409.9M -> $503.3M). IAPD ↗
$503.3M RAUM · 2 reps · 303.647.3801 · morganrosel.com
70
MODUS ADVISORS, LLC — crossed $500M in regulatory AUM ($432.4M -> $514.0M). IAPD ↗
$514.0M RAUM · 4 reps · (952) 946-1000
70
TRUVESTMENTS CAPITAL LLC — crossed $500M in regulatory AUM ($362.7M -> $601.2M). IAPD ↗
$601.2M RAUM · 16 reps · 941-753-3814
70
OUTLOOK WEALTH ADVISORS, LLC — crossed $500M in regulatory AUM ($463.2M -> $543.2M). IAPD ↗
$543.2M RAUM · 4 reps · 281-872-1515
70
FORTEM FINANCIAL GROUP, LLC — crossed $500M in regulatory AUM ($438.1M -> $528.5M). IAPD ↗
$528.5M RAUM · 6 reps · 760-206-8500
70
KELLY FINANCIAL SERVICES LLC — crossed $500M in regulatory AUM ($488.6M -> $506.5M). IAPD ↗
$506.5M RAUM · 5 reps · 781-849-3090 · kellyfinancial.org
70
TREEHOUSE WEALTH ADVISORS — crossed $500M in regulatory AUM ($184.8M -> $537.0M). IAPD ↗
$537.0M RAUM · 5 reps · 415-887-1416
70
TRG ADVISORS, INC. — crossed $500M in regulatory AUM ($421.3M -> $547.7M). IAPD ↗
$547.7M RAUM · 3 reps · 716-204-7610 · trgadvisory.com
70
RETIREMENT WELLNESS GROUP — crossed $500M in regulatory AUM ($486.3M -> $523.7M). IAPD ↗
$523.7M RAUM · 2 reps · 949-757-1799 · retirementwellnessgroup.com
70
FIRETHORN WEALTH PARTNERS, LLC — crossed $500M in regulatory AUM ($459.7M -> $543.6M). IAPD ↗
$543.6M RAUM · 5 reps · 706.426.4243
70
SCISSORTAIL WEALTH MANAGEMENT, LLC — crossed $500M in regulatory AUM ($488.5M -> $587.5M). IAPD ↗
$587.5M RAUM · 7 reps · (918) 956-0500 · scissortailwealth.com
70
VIRTUS FAMILY OFFICE — crossed $500M in regulatory AUM ($462.0M -> $543.1M). IAPD ↗
$543.1M RAUM · 1 reps · 915-730-3885
70
ASIO CAPITAL LLC — crossed $500M in regulatory AUM ($499.6M -> $621.5M). IAPD ↗
$621.5M RAUM · 6 reps · 859-785-4130 · asiocapital.com
70
PHRACTION MANAGEMENT LLC — crossed $500M in regulatory AUM ($451.0M -> $521.0M). IAPD ↗
$521.0M RAUM · 3 reps · 860-531-9590 · phraction.net
70
WICK CAPITAL PARTNERS, LLC — crossed $500M in regulatory AUM ($430.4M -> $565.3M). IAPD ↗
$565.3M RAUM · 11 reps · 215-302-3535 · wickcapitalpartners.com
70
INTELLIGENT WEALTH SOLUTIONS LLC — crossed $500M in regulatory AUM ($277.4M -> $632.4M). IAPD ↗
$632.4M RAUM · 4 reps · 877-699-3258
70
SELDON CAPITAL LP — crossed $500M in regulatory AUM ($411.6M -> $536.3M). IAPD ↗
$536.3M RAUM · 5 reps · 209-683-3109 #804
70
HUDSON VALUE PARTNERS, LLC — crossed $500M in regulatory AUM ($421.3M -> $530.7M). IAPD ↗
$530.7M RAUM · 4 reps · 646-343-9772 · hudsonvaluepartners.com
70
CONVERGENCE FINANCIAL — crossed $500M in regulatory AUM ($422.4M -> $703.4M). IAPD ↗
$703.4M RAUM · 13 reps · (573) 818-2264
70
TANNIN CAPITAL, LLC — crossed $500M in regulatory AUM ($362.3M -> $512.3M). IAPD ↗
$512.3M RAUM · 6 reps · 704-552-1082 · tannin.com
70
PAINTED PORCH ADVISORS LLC — crossed $500M in regulatory AUM ($371.8M -> $518.2M). IAPD ↗
$518.2M RAUM · 9 reps · 805-567-4288 · paintedporchadvisors.com
70
BLUE ZONE WEALTH ADVISORS, LLC — crossed $500M in regulatory AUM ($462.3M -> $564.8M). IAPD ↗
$564.8M RAUM · 5 reps · (310) 310-2789 · bluezoneadvisory.com
70
GIVERNY CAPITAL ASSET MANAGEMENT — crossed $500M in regulatory AUM ($368.8M -> $502.6M). IAPD ↗
$502.6M RAUM · 2 reps · 646-669-8950
70
PALUMBO WEALTH MANAGEMENT LLC — crossed $500M in regulatory AUM ($322.7M -> $542.2M). IAPD ↗
$542.2M RAUM · 5 reps · (516) 629-7073 · palumbowm.com
70
ENVOY ADVISORY INC. — crossed $500M in regulatory AUM ($451.1M -> $533.9M). IAPD ↗
$533.9M RAUM · 12 reps · 888-879-1376
70
CREEKMUR ASSET MANAGEMENT, LLC — crossed $500M in regulatory AUM ($410.6M -> $561.8M). IAPD ↗
$561.8M RAUM · 15 reps · 309-925-2043
70
FORTRESS WEALTH PLANNING — crossed $500M in regulatory AUM ($409.8M -> $615.7M). IAPD ↗
$615.7M RAUM · 6 reps · 904-301-4545 · fortresswealthplanning.com
70
KREITLER FINANCIAL LLC — crossed $500M in regulatory AUM ($476.7M -> $514.9M). IAPD ↗
$514.9M RAUM · 6 reps · 203-867-4396
70
INTERCHANGE CAPITAL PARTNERS — crossed $500M in regulatory AUM ($269.6M -> $595.9M). IAPD ↗
$595.9M RAUM · 4 reps · 412-307-4230 · interchangecp.com
70
OXLER PRIVATE WEALTH — crossed $500M in regulatory AUM ($440.8M -> $539.6M). IAPD ↗
$539.6M RAUM · 3 reps · 212-785-2860 · oxlerpw.com
70
HERITAGE CAPITAL ADVISORS, LLC — crossed $500M in regulatory AUM ($120.0M -> $672.5M). IAPD ↗
$672.5M RAUM · 1 reps · 303-670-9761 · info@heritagecapitalresearch.com
70
MILESTONE ASSET MANAGEMENT, LLC — crossed $500M in regulatory AUM ($445.8M -> $546.3M). IAPD ↗
$546.3M RAUM · 11 reps · 412-643-3058
70
FOCUSED ALPHA, LLC — crossed $500M in regulatory AUM ($306.8M -> $561.9M). IAPD ↗
$561.9M RAUM · 8 reps · 303-529-5100
70
CONCORD ASSET MANAGEMENT, LLC — crossed $500M in regulatory AUM ($406.0M -> $520.1M). IAPD ↗
$520.1M RAUM · 2 reps · (276) 628-5910
70
CERRO PACIFIC WEALTH ADVISORS, LLC — crossed $500M in regulatory AUM ($441.4M -> $558.1M). IAPD ↗
$558.1M RAUM · 6 reps · 805-457-3300
70
NAVIS WEALTH ADVISORS LLC — crossed $500M in regulatory AUM ($409.7M -> $540.7M). IAPD ↗
$540.7M RAUM · 5 reps · 914-848-8300
70
WEST MICHIGAN ADVISORS — crossed $500M in regulatory AUM ($494.8M -> $614.4M). IAPD ↗
$614.4M RAUM · 11 reps · (616) 820-1040
70
HZ INVESTMENTS INC. — crossed $500M in regulatory AUM ($496.5M -> $536.7M). IAPD ↗
$536.7M RAUM · 1 reps · 301-922-7631
70
HERITAGE WEALTH ADVISORS — crossed $500M in regulatory AUM ($496.4M -> $552.2M). IAPD ↗
$552.2M RAUM · 3 reps · 513-440-5475 · yourheritageadvisors.com
70
OLIVER LAGORE VANVALIN INVESTMENT GROUP, INC. — crossed $500M in regulatory AUM ($454.3M -> $607.1M). IAPD ↗
$607.1M RAUM · 14 reps · 810-744-4450
70
ALLEGIANCE FINANCIAL GROUP — crossed $500M in regulatory AUM ($418.8M -> $505.0M). IAPD ↗
$505.0M RAUM · 6 reps · (703) 242-7900
70
HILL ISLAND FINANCIAL LLC — crossed $500M in regulatory AUM ($446.6M -> $537.0M). IAPD ↗
$537.0M RAUM · 8 reps · (616) 977-2639
70
VSM WEALTH ADVISORY, LLC — crossed $500M in regulatory AUM ($498.5M -> $587.1M). IAPD ↗
$587.1M RAUM · 5 reps · 410-825-8844 · vs-m.com
70
RHO TREASURY — crossed $500M in regulatory AUM ($279.5M -> $704.2M). IAPD ↗
$704.2M RAUM · 1 reps · (855) 743-8746 · rho.co
70
POINTOAK RETIREMENT ADVISORS — crossed $500M in regulatory AUM ($270.9M -> $818.7M). IAPD ↗
$818.7M RAUM · 3 reps · 703-595-4444
70
PROSPERITAS FINANCIAL, LLC — crossed $500M in regulatory AUM ($391.8M -> $612.7M). IAPD ↗
$612.7M RAUM · 16 reps · 661-255-9555
70
TRADEWINDS, LLC — crossed $500M in regulatory AUM ($293.9M -> $560.2M). IAPD ↗
$560.2M RAUM · 9 reps · 919-571-2833 · tradewinds.global
70
BROOKLYN INVESTMENT GROUP, LLC — crossed $500M in regulatory AUM ($272.6M -> $522.7M). IAPD ↗
$522.7M RAUM · 6 reps · 617-319-7229
70
ARGONAUTICA PRIVATE WEALTH MANAGEMENT, INC — crossed $500M in regulatory AUM ($404.0M -> $507.2M). IAPD ↗
$507.2M RAUM · 3 reps · 781-591-0200 · argonauticapwm.com
70
ALLOCATE MANAGEMENT COMPANY, LLC — crossed $500M in regulatory AUM ($482.0M -> $930.6M). IAPD ↗
$930.6M RAUM · 5 reps · 650-260-3431
70
G&H INVESTMENTS — crossed $500M in regulatory AUM ($456.2M -> $501.4M). IAPD ↗
$501.4M RAUM · 3 reps · 717-295-4425 · gross-investments.com
70
PORTFOLIO DESIGN LABS, LLC — crossed $500M in regulatory AUM ($276.2M -> $501.8M). IAPD ↗
$501.8M RAUM · 1 reps · 310-755-0411
70
ADVYZON INVESTMENT MANAGEMENT, LLC — crossed $500M in regulatory AUM ($207.6M -> $502.4M). IAPD ↗
$502.4M RAUM · 3 reps · 844-340-1898 · advyzonim.com
70
VALUE ALIGNED RESEARCH ADVISORS, LLC — crossed $500M in regulatory AUM ($395.9M -> $542.2M). IAPD ↗
$542.2M RAUM · 4 reps · (609)-608-9205
70
WEALTH SCIENCE ADVISORS LLC — crossed $500M in regulatory AUM ($368.9M -> $512.5M). IAPD ↗
$512.5M RAUM · 7 reps · 678-480-2681 · wealthscienceadvisors.net
70
MEOW ADVISORY, LLC — crossed $500M in regulatory AUM ($282.6M -> $675.5M). IAPD ↗
$675.5M RAUM · 1 reps · 929-333-3405 · meow.com
70
APOLLON FINANCIAL, LLC — crossed $500M in regulatory AUM ($482.3M -> $890.4M). IAPD ↗
$890.4M RAUM · 13 reps · 843-579-0018 · apollonfinancial.com
70
BUCK WEALTH STRATEGIES, LLC — crossed $500M in regulatory AUM ($299.9M -> $565.4M). IAPD ↗
$565.4M RAUM · 20 reps · 888-210-6567
70
EQ WEALTH ADVISORS — crossed $500M in regulatory AUM ($470.4M -> $558.8M). IAPD ↗
$558.8M RAUM · 4 reps · 214-389-6750 · eqwealthadv.com
70
ENCOMPASS MORE ASSET MANAGEMENT LLC — crossed $500M in regulatory AUM ($228.5M -> $581.9M). IAPD ↗
$581.9M RAUM · 76 reps · 925-272-8850 · encompassmore.com
70
PAVE INVESTMENT ADVISORS, LLC. — crossed $500M in regulatory AUM ($115.5M -> $669.6M). IAPD ↗
$669.6M RAUM · 2 reps · 646-690-2800 · anchor.fm
70
SHERMAN PORTFOLIOS, LLC — crossed $500M in regulatory AUM ($434.0M -> $581.6M). IAPD ↗
$581.6M RAUM · 3 reps · 800-634-2008 · shermanportfolios.com
70
CARAVELA ENERGY PARTNERS LP — crossed $500M in regulatory AUM ($348.0M -> $516.6M). IAPD ↗
$516.6M RAUM · 7 reps · 203-200-0636
70
ABRA CAPITAL MANAGEMENT, LP — crossed $500M in regulatory AUM ($102.5M -> $700.6M). IAPD ↗
$700.6M RAUM · 6 reps · 707-340-3722
70
ABLE FINANCIAL GROUP, LLC — crossed $500M in regulatory AUM ($467.4M -> $571.0M). IAPD ↗
$571.0M RAUM · 8 reps · 480-258-6104 · ablefinancialgroup.com
70
EAGLE WEALTH STRATEGIES — crossed $500M in regulatory AUM ($498.3M -> $557.6M). IAPD ↗
$557.6M RAUM · 8 reps · 856-845-4005 · eaglewealthstrategies.com
70
9823 CAPITAL, LP — crossed $500M in regulatory AUM ($117.9M -> $647.5M). IAPD ↗
$647.5M RAUM · 4 reps · 214-849-5800 · 9823.capital
70
SECOND LINE CAPITAL, LLC — crossed $500M in regulatory AUM ($402.1M -> $723.0M). IAPD ↗
$723.0M RAUM · 21 reps · 504-321-0923
70
GREATER MIDWEST FINANCIAL GROUP, LLC — crossed $500M in regulatory AUM ($424.5M -> $511.9M). IAPD ↗
$511.9M RAUM · 3 reps · 651-490-9790 · greater-midwest.com
70
KITCHING PARTNERS, LLC — crossed $500M in regulatory AUM ($477.6M -> $538.6M). IAPD ↗
$538.6M RAUM · 5 reps · 267-209-0830
70
PRECEDENT WEALTH PARTNERS, LLC — crossed $500M in regulatory AUM ($378.7M -> $535.6M). IAPD ↗
$535.6M RAUM · 4 reps · (713)244-6450 · precedentwealth.com
70
INTERTIDE PARTNERS — crossed $500M in regulatory AUM ($334.0M -> $928.1M). IAPD ↗
$928.1M RAUM · 2 reps · 312.961.5048 · intertidepartners.com
70
KICKSTAND WEALTH ADVISORS — crossed $500M in regulatory AUM ($453.9M -> $528.4M). IAPD ↗
$528.4M RAUM · 4 reps · 585-382-8600
70
BBVA GLOBAL WEALTH ADVISORS, INC. — crossed $500M in regulatory AUM ($399.0M -> $523.7M). IAPD ↗
$523.7M RAUM · 22 reps · 3052057752 · bbvaglobalwealthadvisors.com
70
ATLANTIC EDGE PRIVATE WEALTH MANAGEMENT — crossed $500M in regulatory AUM ($454.6M -> $535.1M). IAPD ↗
$535.1M RAUM · 5 reps · 9047191360
70
CACHETECH — crossed $500M in regulatory AUM ($131.8M -> $671.7M). IAPD ↗
$671.7M RAUM · 6 reps · 435-752-1702 · cachetech.io
70
BARE WEALTH ADVISORS — crossed $500M in regulatory AUM ($222.2M -> $509.3M). IAPD ↗
$509.3M RAUM · 8 reps · 717-407-5200
70
SIERRA SUMMIT ADVISORS LLC — crossed $500M in regulatory AUM ($425.0M -> $637.6M). IAPD ↗
$637.6M RAUM · 4 reps · 847-652-5070 · sierrasummitadvisors.com
70
EVERNEST FINANCIAL ADVISORS — crossed $500M in regulatory AUM ($484.8M -> $761.2M). IAPD ↗
$761.2M RAUM · 4 reps · 317-556-1015 · evernestfa.com
70
PERMANENT CAPITAL MANAGEMENT, LP — crossed $500M in regulatory AUM ($365.1M -> $742.2M). IAPD ↗
$742.2M RAUM · 1 reps · 312-961-8251 · permanent-capital.com
70
JPL WEALTH MANAGEMENT, LLC — crossed $500M in regulatory AUM ($300.0M -> $516.0M). IAPD ↗
$516.0M RAUM · 4 reps · 855-575-5752 · jplwealthmanagement.com
70
WEINAND FINANCIAL, INC. — crossed $500M in regulatory AUM ($443.4M -> $504.5M). IAPD ↗
$504.5M RAUM · 2 reps · 360-459-4847 · weinand.us
70
TIEMPO CAPITAL PARTNERS — crossed $500M in regulatory AUM ($264.5M -> $508.0M). IAPD ↗
$508.0M RAUM · 3 reps · 786-885-2120 · tiempocapital.com
70
TAIKO PRIVATE WEALTH — crossed $500M in regulatory AUM ($239.0M -> $599.7M). IAPD ↗
$599.7M RAUM · 3 reps · 3123004781
70
ALLEGIANT WEALTH ADVISORS, LLC — crossed $500M in regulatory AUM ($393.1M -> $956.5M). IAPD ↗
$956.5M RAUM · 1 reps · (918) 623-4500 · allegiantwealth.com
70
SOUTHERN EQUITY ADVISORS LLC — crossed $500M in regulatory AUM ($389.2M -> $548.4M). IAPD ↗
$548.4M RAUM · 2 reps · 877-240-9233 · southernequity.com
70
A&M PRIVATE WEALTH PARTNERS, LLC — crossed $500M in regulatory AUM ($103.2M -> $760.6M). IAPD ↗
$760.6M RAUM · 15 reps · 561-268-0900 · ampwp.com
70
QTR FAMILY WEALTH, LLC — crossed $500M in regulatory AUM ($107.3M -> $582.8M). IAPD ↗
$582.8M RAUM · 4 reps · 407-745-0715 · qtrfamilycapital.com
70
VIRTUS WEALTH SOLUTIONS — crossed $500M in regulatory AUM ($481.5M -> $501.4M). IAPD ↗
$501.4M RAUM · 4 reps · 908-967-6360 · virtuswealthsolutions.com
70
LINEPOINT PARTNERS & CO. — crossed $500M in regulatory AUM ($197.8M -> $567.3M). IAPD ↗
$567.3M RAUM · 4 reps · 323-886-3635 · linepointpartners.com
45
SUMMIT GLOBAL INVESTMENTS, LLC — filed an Item 4A succession naming SUMMIT GLOBAL INVESTMENTS, LLC (CRD 157091) — an entity change, not a deal. IAPD ↗
$1.92B RAUM · 12 reps · 888-251-4847 · sgimutualfunds.com
43
RELIANT WEALTH PLANNING, LLC — filed an Item 4A succession naming RELIANT WEALTH PLANNING, LLC (CRD 286230) — an entity change, not a deal. IAPD ↗
$520.6M RAUM · 5 reps · 502-398-5050
43
OAKSTREET WEALTH MANAGEMENT, INC. — filed an Item 4A succession naming OAKSTREET WEALTH MANAGEMENT, INC. (CRD 288723) — an entity change, not a deal. IAPD ↗
$465.0M RAUM · 1 reps · 800-803-9885 · oakstreetwm.com
40
SCHAFFER & COMPANY ASSET MANAGEMENT, INC. — filed an Item 4A succession naming SCHAFFER & COMPANY ASSET MANAGEMENT, INC. (CRD 138463) — an entity change, not a deal. IAPD ↗
$70.0M RAUM · 1 reps · 585-621-3300 · gregoryschaffer.com
40
SCHNEIDER WEALTH MANAGEMENT — filed an Item 4A succession naming SCHNEIDER WEALTH MANAGEMENT (CRD 144166) — an entity change, not a deal. IAPD ↗
$136.1M RAUM · 1 reps · 888-444-9981 · schneiderwealth.com
40
HERITAGE FINANCIAL ADVISORS, LLC — filed an Item 4A succession naming HERITAGE FINANCIAL ADVISORS, LLC (CRD 154955) — an entity change, not a deal. IAPD ↗
$171.7M RAUM · 1 reps · 419-887-5887 · heritagefa.com
40
RBF CAPITAL MANAGEMENT, INC. — filed an Item 4A succession naming RBF CAPITAL MANAGEMENT, INC. (CRD 164524) — an entity change, not a deal. IAPD ↗
$138.1M RAUM · 1 reps · 941-870-1944
75
BMO CAPITAL MARKETS CORP. — crossed $1B in regulatory AUM ($796.4M -> $1.21B). IAPD ↗institutional
$1.21B RAUM · 26 reps · (212) 605-1504 · bmocm.com
75
NEW CENTURY PARTNERS — crossed $1B in regulatory AUM ($968.2M -> $1.05B). IAPD ↗institutional
$1.05B RAUM · 1 reps · 914-715-3427
75
NORDEA INVESTMENT MANAGEMENT NORTH AMERICA, INC. — crossed $1B in regulatory AUM ($884.0M -> $1.26B). IAPD ↗institutional
$1.26B RAUM · 2 reps · 212-318-9300
75
TRPC ADVISORY SERVICES — crossed $1B in regulatory AUM ($899.2M -> $1.05B). IAPD ↗institutional
$1.05B RAUM · 8 reps · 888-673-5440
75
THE INFORMED MOMENTUM COMPANY LLC — crossed $1B in regulatory AUM ($932.6M -> $1.10B). IAPD ↗institutional
$1.10B RAUM · 13 reps · 760-479-5080 · informedmomentum.com
75
DYNASTY WEALTH MANAGEMENT, LLC — crossed $1B in regulatory AUM ($916.8M -> $8.67B). IAPD ↗institutional
$8.67B RAUM · 1 reps · 727-865-4809
75
RIVER CANYON FUND MANAGEMENT LLC — crossed $1B in regulatory AUM ($884.6M -> $1.14B). IAPD ↗institutional
$1.14B RAUM · 48 reps · 214 253 6000 · rivercanyonfunds.com
75
CORNERSTONE TRUST MANAGEMENT SERVICES LLC — crossed $1B in regulatory AUM ($999.8M -> $1.16B). IAPD ↗institutional
$1.16B RAUM · 1 reps · 215-826-2800
75
APOLLO CAPITAL CREDIT ADVISER, LLC — crossed $1B in regulatory AUM ($976.9M -> $1.44B). IAPD ↗institutional
$1.44B RAUM · 842 reps · (212) 515-3200
75
FLAT ROCK GLOBAL — crossed $1B in regulatory AUM ($833.1M -> $1.31B). IAPD ↗institutional
$1.31B RAUM · 6 reps · 307-500-5200 · flatrockglobal.com
75
BROOKNOLL ADVISORS LLC — crossed $1B in regulatory AUM ($762.8M -> $1.05B). IAPD ↗institutional
$1.05B RAUM · 1 reps · 617-419-7117
75
ROUNDHILL INVESTMENTS — crossed $1B in regulatory AUM ($716.8M -> $3.79B). IAPD ↗institutional
$3.79B RAUM · 6 reps · 646-661-5441 · roundhillinvestments.com
75
CHURCHILL INVESTMENT MANAGEMENT, LLC — crossed $1B in regulatory AUM ($187.1M -> $10.01B). IAPD ↗institutional
$10.01B RAUM · 55 reps · 646-517-5353
75
NEBULA RESEARCH & DEVELOPMENT LLC — crossed $1B in regulatory AUM ($727.3M -> $2.19B). IAPD ↗institutional
$2.19B RAUM · 7 reps · 646-547-1243 · nebularesearch.com
75
FRANKLIN BSP CAPITAL ADVISER LLC — crossed $1B in regulatory AUM ($453.0M -> $4.17B). IAPD ↗institutional
$4.17B RAUM · 2 reps · 2125886770 · benefitstreetpartners.com
75
NELSON CAPITAL ADVISORS — crossed $1B in regulatory AUM ($197.6M -> $1.52B). IAPD ↗institutional
$1.52B RAUM · 1 reps · 207-420-2442
75
MARLIN MANAGER, LLC — crossed $1B in regulatory AUM ($777.8M -> $1.22B). IAPD ↗institutional
$1.22B RAUM · 2 reps · 888-656-5150
75
SAGEHALL MANAGEMENT LP — crossed $1B in regulatory AUM ($721.8M -> $1.06B). IAPD ↗institutional
$1.06B RAUM · 11 reps · 917-671-9690 · sagehallpartners.com
75
SORA INVESTORS — crossed $1B in regulatory AUM ($673.1M -> $2.32B). IAPD ↗institutional
$2.32B RAUM · 10 reps · 610-801-2000
75
DOUBLELINE ETF ADVISER LP — crossed $1B in regulatory AUM ($899.8M -> $1.37B). IAPD ↗institutional
$1.37B RAUM · 90 reps · (813)791-7333
75
VOLATILITY SHARES LLC — crossed $1B in regulatory AUM ($538.3M -> $4.02B). IAPD ↗institutional
$4.02B RAUM · 9 reps · 866-261-0273
75
ALPINVEST PRIVATE EQUITY INVESTMENT MANAGEMENT, LLC — crossed $1B in regulatory AUM ($311.6M -> $1.35B). IAPD ↗institutional
$1.35B RAUM · 106 reps · 646-735-4293 · ir.carlyle.com
75
VELOCITY CAPITAL ADVISORS LLC — crossed $1B in regulatory AUM ($818.2M -> $1.33B). IAPD ↗institutional
$1.33B RAUM · 12 reps · 917-204-5967 · velocitycapllc.com
75
VISTA CREDIT BDC MANAGEMENT, L.P. — crossed $1B in regulatory AUM ($575.1M -> $1.15B). IAPD ↗institutional
$1.15B RAUM · 0 reps · (212) 804-9100 · vistacreditpartners.com
75
APOLLO MANAGER, LLC — crossed $1B in regulatory AUM ($265.7M -> $1.27B). IAPD ↗institutional
$1.27B RAUM · 842 reps · 212-515-3200
75
DIAMETER PRINCIPAL FINANCE LLC — crossed $1B in regulatory AUM ($622.9M -> $2.47B). IAPD ↗institutional
$2.47B RAUM · 48 reps · 212-665-1400 · diametercap.com
75
GUGGENHEIM PRIVATE INVESTMENTS, LLC — crossed $1B in regulatory AUM ($925.0M -> $2.90B). IAPD ↗institutional
$2.90B RAUM · 0 reps · 1-212-739-0700 · guggenheiminvestments.com
70
NEEDHAM INVESTMENT MANAGEMENT, LLC — crossed $1B in regulatory AUM ($926.1M -> $1.41B). IAPD ↗fund
$1.41B RAUM · 3 reps · 212-371-8300 · needhamfunds.com
70
AWM INVESTMENT COMPANY INC — crossed $1B in regulatory AUM ($900.4M -> $1.10B). IAPD ↗fund
$1.10B RAUM · 8 reps · 212-319-6670
70
GAM USA INC. — crossed $1B in regulatory AUM ($983.5M -> $1.15B). IAPD ↗fund
$1.15B RAUM · 4 reps · 212-407-4600
70
PERIGEE CAPITAL, LP — crossed $1B in regulatory AUM ($698.4M -> $1.12B). IAPD ↗fund
$1.12B RAUM · 1 reps · 941-955-0929 · perigeegroup.com
70
GOODNOW INVESTMENT GROUP LLC — crossed $1B in regulatory AUM ($879.0M -> $1.09B). IAPD ↗fund
$1.09B RAUM · 4 reps · 203-655-6272 · goodnow.com
70
SILVERBACK ASSET MANAGEMENT, LLC — crossed $1B in regulatory AUM ($957.3M -> $1.04B). IAPD ↗fund
$1.04B RAUM · 6 reps · 919-969-9300 · silverbackasset.com
70
CRYSTAL CAPITAL PARTNERS, LLC — crossed $1B in regulatory AUM ($871.0M -> $1.01B). IAPD ↗fund
$1.01B RAUM · 6 reps · 305-868-1500 · crystalfunds.com
70
ESM MANAGEMENT LLC — crossed $1B in regulatory AUM ($836.1M -> $1.09B). IAPD ↗fund
$1.09B RAUM · 2 reps · 646-927-6089 · esminvestors.com
70
LIGHT STREET CAPITAL MANAGEMENT, LLC — crossed $1B in regulatory AUM ($821.2M -> $1.13B). IAPD ↗fund
$1.13B RAUM · 6 reps · 650-234-1640 · lightstreet.com
70
ARCHON PARTNERS LLC — crossed $1B in regulatory AUM ($923.3M -> $1.12B). IAPD ↗fund
$1.12B RAUM · 2 reps · 212-484-3100
70
ACUITAS INVESTMENTS, LLC — crossed $1B in regulatory AUM ($902.2M -> $1.29B). IAPD ↗fund
$1.29B RAUM · 4 reps · 206-299-2070 · acuitasinvestments.com
70
TELEMARK ASSET MANAGEMENT, LLC — crossed $1B in regulatory AUM ($753.3M -> $1.10B). IAPD ↗fund
$1.10B RAUM · 2 reps · 617-526-8912
70
DOMINUS CAPITAL MANAGEMENT, L.P. — crossed $1B in regulatory AUM ($906.1M -> $1.04B). IAPD ↗fund
$1.04B RAUM · 10 reps · 212-784-5440 · dominuscap.com
70
PENINSULA CAPITAL PARTNERS, L.L.C. — crossed $1B in regulatory AUM ($848.0M -> $1.05B). IAPD ↗fund
$1.05B RAUM · 14 reps · 313-237-5100 · peninsulafunds.com
70
NORTHSTAR CAPITAL, LLC — crossed $1B in regulatory AUM ($917.3M -> $1.11B). IAPD ↗fund
$1.11B RAUM · 12 reps · 612-371-5700 · northstarcapital.com
70
LONG WHARF CAPITAL LLC — crossed $1B in regulatory AUM ($980.1M -> $1.05B). IAPD ↗fund
$1.05B RAUM · 5 reps · 617-250-7260 · longwharf.com
70
CASTLE CREEK CAPITAL — crossed $1B in regulatory AUM ($978.7M -> $1.07B). IAPD ↗fund
$1.07B RAUM · 11 reps · 858-756-8300 · castlecreek.com
70
PENSO ADVISORS, LLC — crossed $1B in regulatory AUM ($890.0M -> $1.23B). IAPD ↗fund
$1.23B RAUM · 3 reps · 212-688-8800
70
CITYVIEW MANAGEMENT SERVICES, LLC — crossed $1B in regulatory AUM ($961.0M -> $1.10B). IAPD ↗fund
$1.10B RAUM · 43 reps · 310-566-8700 · cityview.com
70
THE CAPSTREET GROUP, LLC — crossed $1B in regulatory AUM ($988.7M -> $1.04B). IAPD ↗fund
$1.04B RAUM · 23 reps · 713-332-2700
70
HARVEY PARTNERS, LLC — crossed $1B in regulatory AUM ($978.7M -> $1.00B). IAPD ↗fund
$1.00B RAUM · 3 reps · 212-782-3740 · harveypartners.com
70
KARPREILLY, LLC — crossed $1B in regulatory AUM ($955.1M -> $1.23B). IAPD ↗fund
$1.23B RAUM · 15 reps · 203-504-9900 · karpreilly.com
70
PABRAI INVESTMENT FUNDS — crossed $1B in regulatory AUM ($798.3M -> $1.11B). IAPD ↗fund
$1.11B RAUM · 2 reps · 512-999-7110
70
GEC ADVISORS LLC — crossed $1B in regulatory AUM ($941.9M -> $1.04B). IAPD ↗fund
$1.04B RAUM · 5 reps · 713-993-7222
70
FRONTRANGE CAPITAL ADVISERS, LLC — crossed $1B in regulatory AUM ($922.0M -> $1.26B). IAPD ↗fund
$1.26B RAUM · 27 reps · 720-758-7900 · frontrangecap.com
70
DAYBREAK FUND ADVISORS LLC — crossed $1B in regulatory AUM ($961.9M -> $1.02B). IAPD ↗fund
$1.02B RAUM · 13 reps · 713-559-7110 · pelicanenergypartners.com
70
HG CAPITAL MANAGEMENT, LLC — crossed $1B in regulatory AUM ($806.5M -> $1.12B). IAPD ↗fund
$1.12B RAUM · 11 reps · 615-665-8220 · heritagegroupusa.com
70
RENOVO CAPITAL, LLC — crossed $1B in regulatory AUM ($738.1M -> $1.05B). IAPD ↗fund
$1.05B RAUM · 14 reps · 214-699-4960 · renovocapital.com
70
747 CAPITAL, LLC — crossed $1B in regulatory AUM ($983.4M -> $1.08B). IAPD ↗fund
$1.08B RAUM · 7 reps · 212-747-7474
70
ECOSYSTEM INVESTMENT PARTNERS, LLC — crossed $1B in regulatory AUM ($985.2M -> $1.29B). IAPD ↗fund
$1.29B RAUM · 20 reps · 443-921-9441
70
CAS INVESTMENT PARTNERS, LLC — crossed $1B in regulatory AUM ($951.1M -> $1.81B). IAPD ↗fund
$1.81B RAUM · 2 reps · (212) 804-7660 · casinvestmentpartners.com
70
BRIARWOOD CHASE MANAGEMENT LLC — crossed $1B in regulatory AUM ($884.1M -> $1.06B). IAPD ↗fund
$1.06B RAUM · 9 reps · 212-984-6798 · briarwoodcap.com
70
NISHKAMA CAPITAL LLC — crossed $1B in regulatory AUM ($845.7M -> $1.04B). IAPD ↗fund
$1.04B RAUM · 6 reps · 6466193629
70
TRANSOM CAPITAL GROUP — crossed $1B in regulatory AUM ($903.6M -> $1.51B). IAPD ↗fund
$1.51B RAUM · 20 reps · (424) 832-7299 · transomcap.com
70
CORBEL CAPITAL PARTNERS — crossed $1B in regulatory AUM ($948.5M -> $1.21B). IAPD ↗fund
$1.21B RAUM · 14 reps · 3102992509 · corbelcap.com
70
HUDSON WAY CAPITAL MANAGEMENT, LLC — crossed $1B in regulatory AUM ($778.6M -> $1.11B). IAPD ↗fund
$1.11B RAUM · 4 reps · (214) 984-5180 · hwcapital.com
70
CATHOLIC INVESTMENT SERVICES, INC. — crossed $1B in regulatory AUM ($998.2M -> $1.27B). IAPD ↗fund
$1.27B RAUM · 4 reps · 617-758-6588 · catholicinvest.org
70
COMMUNITY INVESTMENT MANAGEMENT LLC — crossed $1B in regulatory AUM ($892.3M -> $1.09B). IAPD ↗fund
$1.09B RAUM · 27 reps · 415-857-3233 · cim-llc.com
70
KUDU INVESTMENT HOLDINGS, LLC — crossed $1B in regulatory AUM ($890.3M -> $1.16B). IAPD ↗fund
$1.16B RAUM · 6 reps · 212-257-6422 · kuduinvestment.com
70
CAMELOT CAPITAL PARTNERS LLC — crossed $1B in regulatory AUM ($845.7M -> $1.36B). IAPD ↗fund
$1.36B RAUM · 1 reps · 949-426-5033
70
MVP MANAGER LLC — crossed $1B in regulatory AUM ($620.9M -> $1.14B). IAPD ↗fund
$1.14B RAUM · 1 reps · 212-858-9900
70
STONY POINT CAPITAL — crossed $1B in regulatory AUM ($450.8M -> $1.09B). IAPD ↗fund
$1.09B RAUM · 3 reps · (646) 847-3320 · stonypointcapital.com
70
HUDSON COVE CAPITAL MANAGEMENT LLC — crossed $1B in regulatory AUM ($957.7M -> $1.04B). IAPD ↗fund
$1.04B RAUM · 9 reps · 201-685-7555 · hudsoncovecapital.com
70
THORNTREE CAPITAL PARTNERS LP — crossed $1B in regulatory AUM ($752.3M -> $1.08B). IAPD ↗fund
$1.08B RAUM · 7 reps · 617-443-2080 · thorntreecap.com
70
RDST CAPITAL LLC — crossed $1B in regulatory AUM ($712.6M -> $1.00B). IAPD ↗fund
$1.00B RAUM · 5 reps · 212-543-1000 · readestreet.com
70
GRANITE STATE CAPITAL MANAGEMENT, LP — crossed $1B in regulatory AUM ($877.8M -> $1.09B). IAPD ↗fund
$1.09B RAUM · 6 reps · 646-688-3231 · granitestatecap.com
70
NEO IVY CAPITAL MANAGEMENT, LLC — crossed $1B in regulatory AUM ($989.4M -> $1.02B). IAPD ↗fund
$1.02B RAUM · 7 reps · 646-389-9813 · neoivycapital.com
70
GAINLINE CAPITAL PARTNERS LP — crossed $1B in regulatory AUM ($837.0M -> $1.05B). IAPD ↗fund
$1.05B RAUM · 13 reps · 212-319-3023 · gainlinecapital.com
70
VESEY STREET CAPITAL PARTNERS — crossed $1B in regulatory AUM ($800.9M -> $1.22B). IAPD ↗fund
$1.22B RAUM · 11 reps · 646-847-2438 · vscpllc.com
70
NORTHLANE CAPITAL PARTNERS — crossed $1B in regulatory AUM ($945.6M -> $1.10B). IAPD ↗fund
$1.10B RAUM · 15 reps · 301-272-9990
70
ZENYTH ADVISORS LLC — crossed $1B in regulatory AUM ($802.5M -> $1.25B). IAPD ↗fund
$1.25B RAUM · 9 reps · (646) 760-5488 · zenythpartners.com
70
FLAT FOOTED LLC — crossed $1B in regulatory AUM ($869.6M -> $1.03B). IAPD ↗fund
$1.03B RAUM · 3 reps · 917-947-9071
70
BRACKET CAPITAL — crossed $1B in regulatory AUM ($934.9M -> $1.77B). IAPD ↗fund
$1.77B RAUM · 5 reps · 844-218-3370
70
EMPROS CAPITAL LLC — crossed $1B in regulatory AUM ($490.9M -> $1.04B). IAPD ↗fund
$1.04B RAUM · 9 reps · 415-234-7318 · empros.com
70
PARAFI CAPITAL LP — crossed $1B in regulatory AUM ($945.0M -> $1.40B). IAPD ↗fund
$1.40B RAUM · 8 reps · (203) 326-1321 · parafi.com
70
MOUNTAINGATE MANAGEMENT CO., LLC — crossed $1B in regulatory AUM ($904.5M -> $1.45B). IAPD ↗fund
$1.45B RAUM · 17 reps · (303) 390-5001 · krgcapital.com
70
PREP INVESTMENT ADVISERS, L.L.C. — crossed $1B in regulatory AUM ($477.0M -> $1.04B). IAPD ↗fund
$1.04B RAUM · 27 reps · 312-499-1952
70
NORTH HUDSON RESOURCE PARTNERS LP — crossed $1B in regulatory AUM ($890.6M -> $1.32B). IAPD ↗fund
$1.32B RAUM · 7 reps · (713) 936-6563
70
FIN CAPITAL — crossed $1B in regulatory AUM ($812.1M -> $1.27B). IAPD ↗fund
$1.27B RAUM · 18 reps · 415-300-0702 · fin.capital
70
ANALOG CENTURY MANAGEMENT LP — crossed $1B in regulatory AUM ($665.9M -> $1.75B). IAPD ↗fund
$1.75B RAUM · 4 reps · 646-248-6061 · analogcm.com
70
BSIP SLP GP, LLC — crossed $1B in regulatory AUM ($767.4M -> $1.20B). IAPD ↗fund
$1.20B RAUM · 20 reps · 469-421-8060 · bluestarinnovationpartners.com
70
BLUE GROTTO CAPITAL, LLC — crossed $1B in regulatory AUM ($743.4M -> $1.16B). IAPD ↗fund
$1.16B RAUM · 4 reps · 404.381.1890 · bluegrottocapital.com
70
SCIENS DIVERSIFIED MANAGERS LLC — crossed $1B in regulatory AUM ($857.6M -> $1.01B). IAPD ↗fund
$1.01B RAUM · 9 reps · 212-471-6100
70
PARKMAN HEALTHCARE PARTNERS LLC — crossed $1B in regulatory AUM ($942.5M -> $1.22B). IAPD ↗fund
$1.22B RAUM · 8 reps · (203) 516-3690 · parkmanhp.com
70
ARDSLEY PARTNERS — crossed $1B in regulatory AUM ($869.6M -> $1.14B). IAPD ↗fund
$1.14B RAUM · 9 reps · 203-564-4200 · ardsley.com
70
WEBS CREEK CAPITAL MANAGEMENT LP — crossed $1B in regulatory AUM ($642.6M -> $1.04B). IAPD ↗fund
$1.04B RAUM · 7 reps · 972-546-2504 · webscreekcapital.com
70
SOVEREIGN'S CAPITAL MANAGEMENT, LLC — crossed $1B in regulatory AUM ($867.2M -> $1.05B). IAPD ↗fund
$1.05B RAUM · 26 reps · 404-260-2798 · sovereignscapital.com
70
INTEGRAL HEALTH ASSET MANAGEMENT, LLC — crossed $1B in regulatory AUM ($815.2M -> $1.19B). IAPD ↗fund
$1.19B RAUM · 8 reps · 201-370-2740 · integralhlth.com
70
SILVERARC CAPITAL MANAGEMENT, LLC — crossed $1B in regulatory AUM ($723.9M -> $1.04B). IAPD ↗fund
$1.04B RAUM · 5 reps · 617-250-8431 · silverarccapital.com
70
NOVA INFRASTRUCTURE MANAGEMENT, LLC — crossed $1B in regulatory AUM ($642.6M -> $1.07B). IAPD ↗fund
$1.07B RAUM · 13 reps · 646-889-8100 · novainfrastructure.com
70
RICE PARK CAPITAL — crossed $1B in regulatory AUM ($891.2M -> $1.23B). IAPD ↗fund
$1.23B RAUM · 6 reps · 833-981-5595 · riceparkcapital.com
70
CREST ROCK PARTNERS — crossed $1B in regulatory AUM ($563.1M -> $1.09B). IAPD ↗fund
$1.09B RAUM · 9 reps · (303) 495-3598 · crestrockpartners.com
70
1543 CAPITAL LP — crossed $1B in regulatory AUM ($793.5M -> $1.01B). IAPD ↗fund
$1.01B RAUM · 3 reps · 203-900-3650
70
8 KNOTS MANAGEMENT, LLC — crossed $1B in regulatory AUM ($894.5M -> $1.81B). IAPD ↗fund
$1.81B RAUM · 1 reps · 646-379-0396
70
ASCENDANT CAPITAL PARTNERS LP — crossed $1B in regulatory AUM ($460.5M -> $1.41B). IAPD ↗fund
$1.41B RAUM · 10 reps · (310) 689-5149 · ascendantcapital.com
70
VARIANT — crossed $1B in regulatory AUM ($838.2M -> $1.16B). IAPD ↗fund
$1.16B RAUM · 5 reps · 580-952-9740
70
FIDELIS INVESTORS, LLC — crossed $1B in regulatory AUM ($878.9M -> $1.01B). IAPD ↗fund
$1.01B RAUM · 6 reps · 908-402-8132 · fidelis-investors.com
70
ERA PARTNERS LLC — crossed $1B in regulatory AUM ($881.3M -> $1.01B). IAPD ↗fund
$1.01B RAUM · 11 reps · 415-596-3326
70
ISOMETRY CAPITAL, LLC — crossed $1B in regulatory AUM ($756.8M -> $1.05B). IAPD ↗fund
$1.05B RAUM · 11 reps · 347-480-2544 · isometrycapital.com
70
BORNITE CAPITAL MANAGEMENT LP — crossed $1B in regulatory AUM ($752.9M -> $1.13B). IAPD ↗fund
$1.13B RAUM · 4 reps · 310-779-7712 · bornitecapital.com
70
WHITEHAWK CAPITAL PARTNERS LP — crossed $1B in regulatory AUM ($676.1M -> $1.03B). IAPD ↗fund
$1.03B RAUM · 11 reps · (213) 441-2688
70
EPFC CAPITAL PARTNERS — crossed $1B in regulatory AUM ($417.4M -> $2.76B). IAPD ↗fund
$2.76B RAUM · 11 reps · 929-447-0490 · epfc.capital
70
CLEARHAVEN PARTNERS LP — crossed $1B in regulatory AUM ($980.0M -> $1.01B). IAPD ↗fund
$1.01B RAUM · 12 reps · 617-221-7721
70
EMBER INFRASTRUCTURE — crossed $1B in regulatory AUM ($644.7M -> $1.20B). IAPD ↗fund
$1.20B RAUM · 12 reps · (646) 374-3942 · ember-infra.com
70
MWP ADVISORY, LLC — crossed $1B in regulatory AUM ($578.1M -> $1.27B). IAPD ↗fund
$1.27B RAUM · 7 reps · 646-979-4070
70
GOODFINCH MANAGEMENT, LLC — crossed $1B in regulatory AUM ($523.3M -> $1.45B). IAPD ↗fund
$1.45B RAUM · 10 reps · 916-262-8199 · goodfinch.com
70
WASHINGTON HARBOUR PARTNERS LP — crossed $1B in regulatory AUM ($854.9M -> $1.62B). IAPD ↗fund
$1.62B RAUM · 7 reps · 202-891-6202 · washingtonharbour.com
70
BEDFORD RIDGE CAPITAL — crossed $1B in regulatory AUM ($801.5M -> $1.32B). IAPD ↗fund
$1.32B RAUM · 3 reps · 469.802.0680 · bedfordridgecapital.com
70
TWO SEAS CAPITAL LP — crossed $1B in regulatory AUM ($762.4M -> $1.47B). IAPD ↗fund
$1.47B RAUM · 6 reps · 914-690-8253 · twoseascap.com
70
ASCEND PARTNERS — crossed $1B in regulatory AUM ($957.1M -> $1.16B). IAPD ↗fund
$1.16B RAUM · 11 reps · 646-689-2100 · ascendpartners.com
70
AVEGO MANAGEMENT, LLC — crossed $1B in regulatory AUM ($861.1M -> $1.02B). IAPD ↗fund
$1.02B RAUM · 14 reps · 646-844-0030 · avego.com
70
FINBACK INVESTMENT PARTNERS — crossed $1B in regulatory AUM ($818.4M -> $1.02B). IAPD ↗fund
$1.02B RAUM · 5 reps · 305-416-2626 · finbackpartners.com
70
ASTATINE INVESTMENT PARTNERS — crossed $1B in regulatory AUM ($920.3M -> $1.02B). IAPD ↗fund
$1.02B RAUM · 16 reps · 230-930-3800
70
TEN COVES CAPITAL, LP — crossed $1B in regulatory AUM ($990.5M -> $1.06B). IAPD ↗fund
$1.06B RAUM · 9 reps · 203-983-3239
70
GROWTH CATALYST PARTNERS, L.P. — crossed $1B in regulatory AUM ($895.8M -> $1.08B). IAPD ↗fund
$1.08B RAUM · 12 reps · (312) 283-3689
70
776 MANAGEMENT, LLC — crossed $1B in regulatory AUM ($923.7M -> $1.10B). IAPD ↗fund
$1.10B RAUM · 6 reps · 424-218-6278
70
INVICTUS GROWTH PARTNERS — crossed $1B in regulatory AUM ($612.4M -> $1.04B). IAPD ↗fund
$1.04B RAUM · 10 reps · 415-886-9830 · invictusgrowth.com
70
COINFUND MANAGEMENT LLC — crossed $1B in regulatory AUM ($906.1M -> $1.04B). IAPD ↗fund
$1.04B RAUM · 17 reps · 646-934-6177 · coinfund.io
70
TROLUCE CAPITAL ADVISORS LLC — crossed $1B in regulatory AUM ($449.4M -> $1.48B). IAPD ↗fund
$1.48B RAUM · 3 reps · 646-347-8801 · troluce.com
70
GODSPEED CAPITAL MANAGEMENT LP — crossed $1B in regulatory AUM ($455.5M -> $1.10B). IAPD ↗fund
$1.10B RAUM · 7 reps · 202-765-1010 · godspeedcm.com
70
CLOUD CAPITAL ADVISORS LLC — crossed $1B in regulatory AUM ($646.0M -> $1.97B). IAPD ↗fund
$1.97B RAUM · 10 reps · (813) 587-1997 · cldcap.com
70
RK CAPITAL MANAGEMENT, LLC — crossed $1B in regulatory AUM ($975.5M -> $1.41B). IAPD ↗fund
$1.41B RAUM · 9 reps · 561-408-1711 · rkcapl.com
70
LINEAR B PARTNERS LP — crossed $1B in regulatory AUM ($308.5M -> $1.20B). IAPD ↗fund
$1.20B RAUM · 5 reps · 212-918-0910
70
HOOK MILL CAPITAL PARTNERS, LP — crossed $1B in regulatory AUM ($870.0M -> $2.15B). IAPD ↗fund
$2.15B RAUM · 2 reps · 212-804-9980 · hookmillcapital.com
70
RICHBROOK ADVISORS, LP — crossed $1B in regulatory AUM ($815.2M -> $1.02B). IAPD ↗fund
$1.02B RAUM · 5 reps · 646-833-1020
70
ARIS MANAGEMENT, LLC — crossed $1B in regulatory AUM ($608.6M -> $1.25B). IAPD ↗fund
$1.25B RAUM · 842 reps · 212-515-3200
70
VALEAS CAPITAL PARTNERS — crossed $1B in regulatory AUM ($807.4M -> $1.30B). IAPD ↗fund
$1.30B RAUM · 13 reps · 415-992-3131 · valeas.com
70
DIVISADERO STREET CAPITAL MANAGEMENT, LP — crossed $1B in regulatory AUM ($634.2M -> $1.05B). IAPD ↗fund
$1.05B RAUM · 5 reps · 917-805-9985
70
BH CREDIT MANAGEMENT LLC — crossed $1B in regulatory AUM ($850.2M -> $1.21B). IAPD ↗fund
$1.21B RAUM · 15 reps · 214-665-1900
70
BLACKSTONE PRIVATE INVESTMENTS ADVISORS L.L.C. — crossed $1B in regulatory AUM ($100,000 -> $7.32B). IAPD ↗fund
$7.32B RAUM · 23 reps · 212-583-5000 · bxpef.com
70
CAPITOL MERIDIAN PARTNERS LP — crossed $1B in regulatory AUM ($993.2M -> $1.37B). IAPD ↗fund
$1.37B RAUM · 11 reps · 202-742-9920 · capitolmeridian.com
70
BLACKBARN CAPITAL PARTNERS LP — crossed $1B in regulatory AUM ($506.3M -> $1.09B). IAPD ↗fund
$1.09B RAUM · 7 reps · 332-238-4950 · blackbarncap.com
70
WARWICK CAPITAL PARTNERS (US) LP — crossed $1B in regulatory AUM ($432.5M -> $2.20B). IAPD ↗fund
$2.20B RAUM · 9 reps · 917-828-2630 · warwickcap.com
70
FOREST AVENUE CAPITAL MANAGEMENT LP — crossed $1B in regulatory AUM ($683.0M -> $1.56B). IAPD ↗fund
$1.56B RAUM · 5 reps · 305-847-9750 · forestavecap.com
70
LONG FOCUS CAPITAL MANAGEMENT LLC — crossed $1B in regulatory AUM ($666.4M -> $1.70B). IAPD ↗fund
$1.70B RAUM · 6 reps · (787) 333-0240
70
ALLIED INDUSTRIAL PARTNERS — crossed $1B in regulatory AUM ($521.4M -> $1.16B). IAPD ↗fund
$1.16B RAUM · 11 reps · 832-415-9055
70
ISO-MTS CAPITAL MANAGEMENT LP — crossed $1B in regulatory AUM ($831.5M -> $1.01B). IAPD ↗fund
$1.01B RAUM · 3 reps · (203) 742-8099 · iso-mts.com
70
OFS CLO MANAGEMENT II, LLC — crossed $1B in regulatory AUM ($303.5M -> $1.09B). IAPD ↗fund
$1.09B RAUM · 23 reps · 847.734.2000 · ofsmanagement.com
70
TRUELINK CAPITAL MANAGEMENT, LLC — crossed $1B in regulatory AUM ($528.3M -> $1.77B). IAPD ↗fund
$1.77B RAUM · 16 reps · 310-736-5853 · truelinkcap.com
70
SHORECLIFF ASSET MANAGEMENT COMPANY LLC — crossed $1B in regulatory AUM ($614.0M -> $1.27B). IAPD ↗fund
$1.27B RAUM · 5 reps · (949) 806-3980 · shorecliffam.com
70
COALESCE CAPITAL MANAGEMENT LLC — crossed $1B in regulatory AUM ($961.7M -> $1.36B). IAPD ↗fund
$1.36B RAUM · 16 reps · (646) 222-5910
70
NEUBERGER BERMAN LOAN ADVISERS IV LLC — crossed $1B in regulatory AUM ($865.2M -> $3.44B). IAPD ↗fund
$3.44B RAUM · 3 reps · 312-325-7700
70
MYCOR CAPITAL MANAGEMENT, LLC — crossed $1B in regulatory AUM ($354.2M -> $1.29B). IAPD ↗fund
$1.29B RAUM · 8 reps · 203-803-4840 · mycorcapital.com
70
PHOENIX MERCHANT PARTNERS, LP — crossed $1B in regulatory AUM ($997.4M -> $1.61B). IAPD ↗fund
$1.61B RAUM · 12 reps · 212-804-9990
70
ZBS PARTNERS, LLC — crossed $1B in regulatory AUM ($728.0M -> $1.14B). IAPD ↗fund
$1.14B RAUM · 4 reps · 651-503-7768 · zbspartners.com
70
CONSTELLATION WEALTH CAPITAL — crossed $1B in regulatory AUM ($549.7M -> $1.27B). IAPD ↗fund
$1.27B RAUM · 19 reps · 312-626-6067 · constellationwealthcapital.com
70
LINGOTTO US LLC — crossed $1B in regulatory AUM ($654.0M -> $1.18B). IAPD ↗fund
$1.18B RAUM · 5 reps · 44 (0) 20 3781 9332 · lingotto.com
70
APC ASSET DEVELOPMENT II, LP — crossed $1B in regulatory AUM ($562.7M -> $1.39B). IAPD ↗fund
$1.39B RAUM · 21 reps · (949) 681-2100
70
PINEGROVE OPPORTUNITY PARTNERS LLC — crossed $1B in regulatory AUM ($804.1M -> $1.18B). IAPD ↗fund
$1.18B RAUM · 8 reps · 626-676-0710 · pinegrovecp.com
70
NORTHAMPTON CAPITAL PARTNERS — crossed $1B in regulatory AUM ($125.0M -> $1.08B). IAPD ↗fund
$1.08B RAUM · 11 reps · 914-309-1746
70
BENCHSTONE CAPITAL MANAGEMENT LP — crossed $1B in regulatory AUM ($465.5M -> $1.10B). IAPD ↗fund
$1.10B RAUM · 7 reps · 646-908-6000 · benchstonecapital.com
70
AFBI LP — crossed $1B in regulatory AUM ($981.3M -> $1.40B). IAPD ↗fund
$1.40B RAUM · 20 reps · 917-865-5747
70
SONE CAPITAL MANAGEMENT, LLC — crossed $1B in regulatory AUM ($696.9M -> $1.03B). IAPD ↗fund
$1.03B RAUM · 5 reps · 212-433-3400
70
ROSCOMMON ANALYTICS LLC — crossed $1B in regulatory AUM ($753.8M -> $1.36B). IAPD ↗fund
$1.36B RAUM · 54 reps · 212-850-8865
60
INSTITUTIONAL CAPITAL MANAGEMENT, INC. — crossed $500M in regulatory AUM ($497.0M -> $584.0M). IAPD ↗institutional
$584.0M RAUM · 1 reps · 303-579-9595 · thinkicm.com
60
CONNING INVESTMENT PRODUCTS, INC. — crossed $500M in regulatory AUM ($486.5M -> $517.7M). IAPD ↗institutional
$517.7M RAUM · 5 reps · 860-299-2000
60
OLD GLORY ASSET MANAGEMENT LLC — crossed $500M in regulatory AUM ($460.0M -> $568.6M). IAPD ↗institutional
$568.6M RAUM · 2 reps · 610-648-3860 · oldgloryam.com
60
LYONROSS CAPITAL MANAGEMENT, LLC — crossed $500M in regulatory AUM ($466.3M -> $642.3M). IAPD ↗institutional
$642.3M RAUM · 5 reps · 212-218-3950 · lyonross.com
60
NEWFOUND RESEARCH LLC — crossed $500M in regulatory AUM ($122.1M -> $831.8M). IAPD ↗institutional
$831.8M RAUM · 2 reps · (617) 531-9773 · blog.thinknewfound.com
60
AETNA ASSET ADVISORS, LLC — crossed $500M in regulatory AUM ($313.2M -> $733.6M). IAPD ↗institutional
$733.6M RAUM · 24 reps · 860-273-4631
60
BOFCAL ASSET MANAGEMENT INC. — crossed $500M in regulatory AUM ($184.0M -> $797.6M). IAPD ↗institutional
$797.6M RAUM · 5 reps · (415) 757-2654
60
NEWFRONT RETIREMENT SERVICES, INC. — crossed $500M in regulatory AUM ($366.8M -> $649.3M). IAPD ↗institutional
$649.3M RAUM · 19 reps · 415-754-3635 · newfront.com
60
SCIENCAST MANAGEMENT LP — crossed $500M in regulatory AUM ($320.0M -> $800.0M). IAPD ↗institutional
$800.0M RAUM · 3 reps · 609-917-3298
60
MAIN MANAGEMENT FUND ADVISORS, LLC — crossed $500M in regulatory AUM ($370.5M -> $582.1M). IAPD ↗institutional
$582.1M RAUM · 20 reps · 415-217-5800 · mainmgtetfs.com
60
DOMAIN TIMBER ADVISORS, LLC — crossed $500M in regulatory AUM ($443.4M -> $597.7M). IAPD ↗institutional
$597.7M RAUM · 7 reps · 770-628-0700 · domaincapitalgroup.com
60
1WS CAPITAL ADVISORS, LLC — crossed $500M in regulatory AUM ($266.0M -> $561.0M). IAPD ↗institutional
$561.0M RAUM · 53 reps · 212-957-2500 · 1wscapital.com
60
CELERES CAPITAL ADVISORS, LLC — crossed $500M in regulatory AUM ($486.0M -> $611.4M). IAPD ↗institutional
$611.4M RAUM · 4 reps · 646-481-0469 · celerescapital.com
60
RRA CAPITAL — crossed $500M in regulatory AUM ($432.8M -> $593.3M). IAPD ↗institutional
$593.3M RAUM · 22 reps · 602-714-5111
60
TRUEMARK INVESTMENTS — crossed $500M in regulatory AUM ($242.8M -> $761.8M). IAPD ↗institutional
$761.8M RAUM · 1 reps · 877-774-8783 · true-shares.com
60
NEXANNUITY ASSET MANAGEMENT, L.P. — crossed $500M in regulatory AUM ($421.2M -> $600.4M). IAPD ↗institutional
$600.4M RAUM · 2 reps · 214-276-6300
60
POLYMER CAPITAL MANAGEMENT (US), LLC — crossed $500M in regulatory AUM ($130.4M -> $802.5M). IAPD ↗institutional
$802.5M RAUM · 17 reps · 646-660-0364
60
QUANTIX COMMODITIES LP — crossed $500M in regulatory AUM ($139.0M -> $791.8M). IAPD ↗institutional
$791.8M RAUM · 12 reps · 203-864-3388
60
ACADEMY ASSET MANAGEMENT — crossed $500M in regulatory AUM ($188.6M -> $598.4M). IAPD ↗institutional
$598.4M RAUM · 3 reps · 646-341-6869
60
OHA PRIVATE CREDIT ADVISORS II, L.P. — crossed $500M in regulatory AUM ($495.2M -> $659.3M). IAPD ↗institutional
$659.3M RAUM · 124 reps · 212-326-1500
60
SG TRADING SOLUTIONS, LLC — crossed $500M in regulatory AUM ($207.8M -> $535.2M). IAPD ↗institutional
$535.2M RAUM · 3 reps · (801) 683-2856 · sgtradingsolutions.com
60
KENNEDY LEWIS CAPITAL HOLDINGS LLC — crossed $500M in regulatory AUM ($454.3M -> $869.6M). IAPD ↗institutional
$869.6M RAUM · 44 reps · 212-782-3480 · klimllc.com
60
BOW RIVER ADVISERS, LLC — crossed $500M in regulatory AUM ($461.1M -> $705.7M). IAPD ↗institutional
$705.7M RAUM · 6 reps · (303) 861-8466 · bowriverevergreen.com
60
REX ADVISERS, LLC — crossed $500M in regulatory AUM ($119.3M -> $774.9M). IAPD ↗institutional
$774.9M RAUM · 2 reps · 203-557-6201
60
BCPC ADVISORS, LP — crossed $500M in regulatory AUM ($223.7M -> $747.7M). IAPD ↗institutional
$747.7M RAUM · 255 reps · 617-516-2318
60
WILLOW TREE CAPITAL CORP ADVISORS LLC — crossed $500M in regulatory AUM ($310.3M -> $744.4M). IAPD ↗institutional
$744.4M RAUM · 12 reps · 212-218-1090
60
SOUND POINT MERIDIAN MANAGEMENT COMPANY LLC — crossed $500M in regulatory AUM ($2 -> $553.3M). IAPD ↗institutional
$553.3M RAUM · 5 reps · 212-895-2280 · soundpointcap.com
60
TWIN OAK ETF COMPANY — crossed $500M in regulatory AUM ($10.2M -> $572.3M). IAPD ↗institutional
$572.3M RAUM · 2 reps · 617-402-5495 · twinoaketfs.com
60
FPLF MANAGEMENT LLC — crossed $500M in regulatory AUM ($100.0M -> $630.0M). IAPD ↗institutional
$630.0M RAUM · 3 reps · 212-798-6100
55
GF INTERNATIONAL — crossed $1B in regulatory AUM ($575.8M -> $1.41B). IAPD ↗foreign
$1.41B RAUM · 4 reps · 852 3695 2808 · gffunds.com.hk
55
FOSUN ASSET MANAGEMENT LIMITED — crossed $1B in regulatory AUM ($783.5M -> $1.08B). IAPD ↗foreign
$1.08B RAUM · 11 reps · 852 2509 2873 · fosunam.com
55
VERGENT ASSET MANAGEMENT — crossed $1B in regulatory AUM ($790.1M -> $1.19B). IAPD ↗foreign
$1.19B RAUM · 10 reps · 44 203 535 8143 · vergent-am.cclgroup.com
55
GORDIAN CAPITAL JAPAN LIMITED — crossed $1B in regulatory AUM ($822.8M -> $1.26B). IAPD ↗foreign
$1.26B RAUM · 11 reps · +81 3-4520-2323
55
ISLANDBRIDGE CAPITAL LIMITED — crossed $1B in regulatory AUM ($943.2M -> $1.05B). IAPD ↗foreign
$1.05B RAUM · 13 reps · 44 20 3405 1040 · ib-capital.com
55
ACTUSRAYPARTNERS LIMITED — crossed $1B in regulatory AUM ($532.9M -> $1.17B). IAPD ↗foreign
$1.17B RAUM · 15 reps · 852 3698 9298
55
TANGENCY CAPITAL INVESTMENT ADVISORY LTD. — crossed $1B in regulatory AUM ($860.4M -> $2.06B). IAPD ↗foreign
$2.06B RAUM · 2 reps · 4412958478
55
PATRIA PRIVATE EQUITY (EUROPE) LIMITED — crossed $1B in regulatory AUM ($606.8M -> $6.94B). IAPD ↗foreign
$6.94B RAUM · 25 reps · +44 07880365824
55
GALILEI INVESTMENT OFFICE LLP — crossed $1B in regulatory AUM ($976.5M -> $1.07B). IAPD ↗foreign
$1.07B RAUM · 7 reps · 44 20 3848 5800 · galileiio.com
55
PRIME QUADRANT — crossed $1B in regulatory AUM ($354.9M -> $1.05B). IAPD ↗foreign
$1.05B RAUM · 4 reps · 212-365-7400
55
GUARDIAN PARTNERS INC. — crossed $1B in regulatory AUM ($388.2M -> $2.93B). IAPD ↗foreign
$2.93B RAUM · 32 reps · 416.840.8001 · guardiancapital.com
55
HARVEST MANAGEMENT, L.L.C. — crossed $500M in regulatory AUM ($396.2M -> $643.5M). IAPD ↗fund
$643.5M RAUM · 5 reps · 917-971-9021
55
OPALEYE MANAGEMENT INC. — crossed $500M in regulatory AUM ($432.5M -> $639.6M). IAPD ↗fund
$639.6M RAUM · 3 reps · 617-229-5085
55
WESTERN STANDARD, LLC — crossed $500M in regulatory AUM ($389.0M -> $564.9M). IAPD ↗fund
$564.9M RAUM · 6 reps · 310-929-4300 · westernstandardllc.com
55
BROADOAK ASSET MANAGEMENT, LLC — crossed $500M in regulatory AUM ($371.0M -> $595.4M). IAPD ↗fund
$595.4M RAUM · 9 reps · 301-358-2692 · broadoak.com
55
NEWPORT INVESTMENT MANAGEMENT, LLC — crossed $500M in regulatory AUM ($473.5M -> $582.6M). IAPD ↗fund
$582.6M RAUM · 12 reps · 312-724-7031
55
MEDINA VALUE PARTNERS, LLC — crossed $500M in regulatory AUM ($341.6M -> $511.6M). IAPD ↗fund
$511.6M RAUM · 3 reps · (310) 979-6900
55
STANLEY CAPITAL MANAGEMENT, LLC — crossed $500M in regulatory AUM ($454.7M -> $557.7M). IAPD ↗fund
$557.7M RAUM · 3 reps · 713-900-3200 · stanleycap.com
55
TRUMAN CAPITAL ADVISORS, LP — crossed $500M in regulatory AUM ($319.1M -> $531.8M). IAPD ↗fund
$531.8M RAUM · 15 reps · 914-730-7102
55
CORSAIR CAPITAL MANAGEMENT, L.P. — crossed $500M in regulatory AUM ($498.1M -> $643.5M). IAPD ↗fund
$643.5M RAUM · 2 reps · 212-949-3000 · corsaircap.com
55
MANIKAY PARTNERS — crossed $500M in regulatory AUM ($403.0M -> $501.8M). IAPD ↗fund
$501.8M RAUM · 3 reps · 212-588-6200 · manikaypartners.com
55
LIONSTONE CAPITAL MANAGEMENT LLC — crossed $500M in regulatory AUM ($485.2M -> $519.8M). IAPD ↗fund
$519.8M RAUM · 4 reps · 1-212-207-8001
55
BEACONLIGHT CAPITAL, LLC — crossed $500M in regulatory AUM ($365.3M -> $528.5M). IAPD ↗fund
$528.5M RAUM · 8 reps · 212-612-3130
55
NEW CAPITAL PARTNERS — crossed $500M in regulatory AUM ($355.3M -> $614.8M). IAPD ↗fund
$614.8M RAUM · 7 reps · 205-939-8400 · newcapitalpartners.com
55
GLOBAL FRONTIER INVESTMENTS, LLC — crossed $500M in regulatory AUM ($403.4M -> $516.4M). IAPD ↗fund
$516.4M RAUM · 2 reps · 415 402-0285
55
RIZVI TRAVERSE MANAGEMENT, LLC — crossed $500M in regulatory AUM ($294.6M -> $522.4M). IAPD ↗fund
$522.4M RAUM · 4 reps · 248-594-4751 · rizvitraverse.com
55
CID CAPITAL II, INC. — crossed $500M in regulatory AUM ($292.4M -> $564.0M). IAPD ↗fund
$564.0M RAUM · 10 reps · 317-818-5030 · cidcap.com
55
TROOB CAPITAL MANAGEMENT LLC — crossed $500M in regulatory AUM ($362.2M -> $513.1M). IAPD ↗fund
$513.1M RAUM · 6 reps · 914 694 5777 · troobcapital.com
55
STELAC CAPITAL PARTNERS LLC — crossed $500M in regulatory AUM ($463.7M -> $680.0M). IAPD ↗fund
$680.0M RAUM · 2 reps · 212-920-3890 · stelac.com
55
LODGE HILL CAPITAL, LLC — crossed $500M in regulatory AUM ($485.0M -> $650.0M). IAPD ↗fund
$650.0M RAUM · 3 reps · 212-714-7840
55
FAROL INVESTMENT ADVISERS LP — crossed $500M in regulatory AUM ($422.6M -> $592.4M). IAPD ↗fund
$592.4M RAUM · 5 reps · 646-722-2941
55
RINGS CAPITAL MANAGEMENT LLC — crossed $500M in regulatory AUM ($422.5M -> $537.6M). IAPD ↗fund
$537.6M RAUM · 2 reps · 773-654-3526
55
EUPHRATES ADVISORS — crossed $500M in regulatory AUM ($372.1M -> $551.0M). IAPD ↗fund
$551.0M RAUM · 3 reps · 202-507-6380 · euph.com
55
SEGRA CAPITAL MANAGEMENT, LLC — crossed $500M in regulatory AUM ($449.9M -> $532.6M). IAPD ↗fund
$532.6M RAUM · 3 reps · 561-890-9127
55
HUNTING HILL GLOBAL CAPITAL, LLC — crossed $500M in regulatory AUM ($481.7M -> $644.6M). IAPD ↗fund
$644.6M RAUM · 5 reps · 646-442-2790 · huntinghill.com
55
NAVIMED CAPITAL ADVISORS, LLC — crossed $500M in regulatory AUM ($474.7M -> $918.8M). IAPD ↗fund
$918.8M RAUM · 10 reps · (202) 817-2850 · navimed.com
55
NORTHLIGHT CAPITAL PARTNERS — crossed $500M in regulatory AUM ($463.7M -> $527.7M). IAPD ↗fund
$527.7M RAUM · 7 reps · 646-873-6547 · icx.efrontcloud.com
55
KHROM CAPITAL MANAGEMENT — crossed $500M in regulatory AUM ($389.6M -> $883.2M). IAPD ↗fund
$883.2M RAUM · 3 reps · 6464366643 · khromcapital.com
55
FIRST SENTIER INVESTORS (US) LLC — crossed $500M in regulatory AUM ($116.4M -> $922.1M). IAPD ↗fund
$922.1M RAUM · 20 reps · 212-497-9980 · firstsentierinvestors.com
55
LEP MANAGEMENT LLC — crossed $500M in regulatory AUM ($468.8M -> $525.3M). IAPD ↗fund
$525.3M RAUM · 11 reps · 801-961-1599
55
ALIGHT CAPITAL MANAGEMENT LP — crossed $500M in regulatory AUM ($495.7M -> $559.0M). IAPD ↗fund
$559.0M RAUM · 4 reps · 212-716-1316 · alightcapital.com
55
VENDERA MANAGEMENT HOLDINGS, LLC — crossed $500M in regulatory AUM ($389.9M -> $663.1M). IAPD ↗fund
$663.1M RAUM · 8 reps · 469-248-3079 · venderaresources.com
55
ENGLE CAPITAL MANAGEMENT, L.P. — crossed $500M in regulatory AUM ($489.4M -> $572.5M). IAPD ↗fund
$572.5M RAUM · 4 reps · 212-601-5590 · englecap.com
55
PARLIAMENT CAPITAL MANAGEMENT, LLC — crossed $500M in regulatory AUM ($318.4M -> $955.0M). IAPD ↗fund
$955.0M RAUM · 6 reps · (787) 200-9004 · parliamentcapital.com
55
MAVERICK REAL ESTATE PARTNERS LLC — crossed $500M in regulatory AUM ($474.5M -> $684.4M). IAPD ↗fund
$684.4M RAUM · 20 reps · 646-480-2084 · maverickrep.com
55
STONE-GOFF PARTNERS — crossed $500M in regulatory AUM ($497.9M -> $626.1M). IAPD ↗fund
$626.1M RAUM · 10 reps · 646-814-4546
55
PENDER CAPITAL MANAGEMENT, LLC — crossed $500M in regulatory AUM ($389.1M -> $505.8M). IAPD ↗fund
$505.8M RAUM · 13 reps · 214-988-9914
55
LWO LLC — crossed $500M in regulatory AUM ($278.6M -> $539.5M). IAPD ↗fund
$539.5M RAUM · 20 reps · 605-380-5347
55
ATW PARTNERS LLC — crossed $500M in regulatory AUM ($497.4M -> $581.1M). IAPD ↗fund
$581.1M RAUM · 8 reps · 646-975-5548
55
HPE CAPITAL MANAGEMENT II, LLC — crossed $500M in regulatory AUM ($455.7M -> $600.3M). IAPD ↗fund
$600.3M RAUM · 4 reps · 513-745-9200 · hauserprivateequity.com
55
FALL LINE CAPITAL, LLC — crossed $500M in regulatory AUM ($484.3M -> $518.0M). IAPD ↗fund
$518.0M RAUM · 9 reps · (650) 445 3312 · fall-line-capital.com
55
FORGE GLOBAL ADVISORS LLC — crossed $500M in regulatory AUM ($474.8M -> $988.4M). IAPD ↗fund
$988.4M RAUM · 1 reps · (415) 881-1612
55
MACQUARIE ASSET MANAGEMENT CREDIT ADVISERS US, LLC — crossed $500M in regulatory AUM ($450.0M -> $750.0M). IAPD ↗fund
$750.0M RAUM · 7 reps · 1 212 231-1000 · macquarie.com
55
CIBOLO ENERGY PARTNERS, LLC — crossed $500M in regulatory AUM ($478.6M -> $580.4M). IAPD ↗fund
$580.4M RAUM · 7 reps · 713-357-7570
55
CRESCENT COVE ADVISORS, LP — crossed $500M in regulatory AUM ($451.7M -> $629.6M). IAPD ↗fund
$629.6M RAUM · 3 reps · 415-800-2289
55
WARANA CAPITAL, LLC — crossed $500M in regulatory AUM ($454.4M -> $652.0M). IAPD ↗fund
$652.0M RAUM · 8 reps · (201) 803-2699 · waranacap.com
55
RIOT VENTURES MANAGEMENT, LLC — crossed $500M in regulatory AUM ($388.3M -> $615.0M). IAPD ↗fund
$615.0M RAUM · 4 reps · (310) 243-6433 · riot.vc
55
CCC ADVISORS, LLC — crossed $500M in regulatory AUM ($484.3M -> $625.2M). IAPD ↗fund
$625.2M RAUM · 11 reps · 512-412-3300 · cottoncreekcapital.com
55
BUILDGROUP MANAGEMENT — crossed $500M in regulatory AUM ($371.3M -> $537.0M). IAPD ↗fund
$537.0M RAUM · 3 reps · 917-268-4294
55
SW INVESTMENT MANAGEMENT LLC — crossed $500M in regulatory AUM ($438.4M -> $651.5M). IAPD ↗fund
$651.5M RAUM · 1 reps · 773-818-7873
55
PERISCOPE EQUITY LLC — crossed $500M in regulatory AUM ($436.3M -> $683.2M). IAPD ↗fund
$683.2M RAUM · 12 reps · 312-281-6205 · periscopeequity.com
55
MCGINTY ROAD PARTNERS, LP — crossed $500M in regulatory AUM ($480.7M -> $602.2M). IAPD ↗fund
$602.2M RAUM · 8 reps · (651) 294-4574 · mcgintyroad.com
55
BLUESHIFT ASSET MANAGEMENT — crossed $500M in regulatory AUM ($492.6M -> $529.0M). IAPD ↗fund
$529.0M RAUM · 10 reps · 732-450-8401
55
CITYMARK CAPITAL MANAGEMENT COMPANY LLC — crossed $500M in regulatory AUM ($463.2M -> $563.6M). IAPD ↗fund
$563.6M RAUM · 11 reps · (216) 453-8080
55
LINCHRIS CAPITAL MANAGEMENT, LLC — crossed $500M in regulatory AUM ($498.9M -> $528.3M). IAPD ↗fund
$528.3M RAUM · 5 reps · 781-826-8824 · linchriscaptialpartners.com
55
POETIC GROUP LLC — crossed $500M in regulatory AUM ($427.1M -> $604.5M). IAPD ↗fund
$604.5M RAUM · 5 reps · 646-793-4551 · poethillcap.com
55
ALTA FOX CAPITAL MANAGEMENT, LLC — crossed $500M in regulatory AUM ($437.9M -> $563.7M). IAPD ↗fund
$563.7M RAUM · 4 reps · 817-350-4230
55
BLUE SAGE SERVICES, L.P. — crossed $500M in regulatory AUM ($466.8M -> $991.2M). IAPD ↗fund
$991.2M RAUM · 12 reps · 512-536-1900 · bluesage.com
55
SPX CAPITAL MANAGEMENT LLC — crossed $500M in regulatory AUM ($359.7M -> $500.0M). IAPD ↗fund
$500.0M RAUM · 5 reps · (212) 386-5810
55
BH3 FUND ADVISORS, LLC — crossed $500M in regulatory AUM ($175.5M -> $526.1M). IAPD ↗fund
$526.1M RAUM · 11 reps · 954-416-3140 · bh-3.com
55
GLS CAPITAL, LLC — crossed $500M in regulatory AUM ($428.5M -> $507.6M). IAPD ↗fund
$507.6M RAUM · 7 reps · 312-900-0160
55
TOPLINE CAPITAL MANAGEMENT, LLC — crossed $500M in regulatory AUM ($375.0M -> $629.8M). IAPD ↗fund
$629.8M RAUM · 1 reps · 310-804-0737 · toplinecapital.com
55
SANDGLASS CAPITAL ADVISORS LLC — crossed $500M in regulatory AUM ($414.4M -> $669.4M). IAPD ↗fund
$669.4M RAUM · 15 reps · 646-780-1102 · sandglasscapital.com
55
THOMIST CAPITAL MANAGEMENT, LP — crossed $500M in regulatory AUM ($445.2M -> $534.0M). IAPD ↗fund
$534.0M RAUM · 9 reps · (832) 678-2412 · thomistcapital.com
55
AHOY CAPITAL — crossed $500M in regulatory AUM ($444.1M -> $503.0M). IAPD ↗fund
$503.0M RAUM · 2 reps · 650-384-9434 · ahoycap.com
55
EQUALITY ASSET MANAGEMENT — crossed $500M in regulatory AUM ($361.8M -> $519.4M). IAPD ↗fund
$519.4M RAUM · 9 reps · 617-420-1770 · equalityassetmanagement.com
55
SKY ISLAND CAPITAL — crossed $500M in regulatory AUM ($385.5M -> $723.0M). IAPD ↗fund
$723.0M RAUM · 10 reps · 469-965-9200
55
MEANINGFUL PARTNERS LLC — crossed $500M in regulatory AUM ($262.3M -> $517.9M). IAPD ↗fund
$517.9M RAUM · 6 reps · (214) 435-3877 · meaningfulpartners.com
55
TRP CAPITAL ADVISORS V, LLC — crossed $500M in regulatory AUM ($299.9M -> $637.0M). IAPD ↗fund
$637.0M RAUM · 9 reps · 248 648-2358
55
NORTHRIM ADVISER, LLC — crossed $500M in regulatory AUM ($261.0M -> $521.9M). IAPD ↗fund
$521.9M RAUM · 7 reps · 480-206-7683 · northrimhorizon.com
55
SER CAPITAL PARTNERS MANAGEMENT, LP — crossed $500M in regulatory AUM ($471.4M -> $676.8M). IAPD ↗fund
$676.8M RAUM · 10 reps · 415-873-1011 · sercapitalpartners.com
55
CATALUR CAPITAL MANAGEMENT, LP — crossed $500M in regulatory AUM ($455.3M -> $547.3M). IAPD ↗fund
$547.3M RAUM · 5 reps · 1 (212) 377-7414
55
ELEQUIN CAPITAL, LP — crossed $500M in regulatory AUM ($353.4M -> $880.6M). IAPD ↗fund
$880.6M RAUM · 11 reps · 929.226.2115 · elequincapital.com
55
COLLAB+CURRENCY MANAGEMENT, LLC — crossed $500M in regulatory AUM ($485.3M -> $552.7M). IAPD ↗fund
$552.7M RAUM · 8 reps · 914-226-0653
55
NORTH ISLAND VENTURES — crossed $500M in regulatory AUM ($400.9M -> $544.8M). IAPD ↗fund
$544.8M RAUM · 9 reps · 347-404-2298
55
TRI LOCUM PARTNERS LP — crossed $500M in regulatory AUM ($357.5M -> $752.9M). IAPD ↗fund
$752.9M RAUM · 6 reps · 332-232-7373
55
OFF THE CHAIN CAPITAL, LLC — crossed $500M in regulatory AUM ($204.3M -> $517.2M). IAPD ↗fund
$517.2M RAUM · 5 reps · 618-910-3560 · offthechain.capital
55
FRIENDS & FAMILY CAPITAL MANAGEMENT, LLC — crossed $500M in regulatory AUM ($335.1M -> $504.6M). IAPD ↗fund
$504.6M RAUM · 2 reps · 650-815-7042
55
SCIENTECH RESEARCH LLC — crossed $500M in regulatory AUM ($439.7M -> $776.0M). IAPD ↗fund
$776.0M RAUM · 4 reps · 201-292-3789
55
TURNSPIRE CAPITAL PARTNERS LLC — crossed $500M in regulatory AUM ($473.3M -> $504.4M). IAPD ↗fund
$504.4M RAUM · 7 reps · 646-558-1617
55
SANDLOT PARTNERS, LLC — crossed $500M in regulatory AUM ($457.7M -> $615.3M). IAPD ↗fund
$615.3M RAUM · 13 reps · 203-233-5797
55
ALTERNATIVE CAPITAL FUND MANAGEMENT LLC — crossed $500M in regulatory AUM ($393.7M -> $830.5M). IAPD ↗fund
$830.5M RAUM · 7 reps · 212-204-3516 · altcapinvestments.com
55
GFO ASSET MANAGEMENT, LLC — crossed $500M in regulatory AUM ($456.7M -> $643.1M). IAPD ↗fund
$643.1M RAUM · 1 reps · (203) 550-4233
55
CRG FUND MANAGER, LLC — crossed $500M in regulatory AUM ($473.4M -> $507.9M). IAPD ↗fund
$507.9M RAUM · 2 reps · 312-216-5624 · realcrg.com
55
SQUARE CIRCLE IA LP — crossed $500M in regulatory AUM ($388.5M -> $511.3M). IAPD ↗fund
$511.3M RAUM · 3 reps · 617-918-7057
55
FIFTH DOWN CAP LLC — crossed $500M in regulatory AUM ($401.9M -> $686.4M). IAPD ↗fund
$686.4M RAUM · 6 reps · 617-678-0260
55
DENALI GROWTH PARTNERS — crossed $500M in regulatory AUM ($312.7M -> $578.4M). IAPD ↗fund
$578.4M RAUM · 8 reps · 617-758-8673 · denaligrowth.com
55
GRANT AVENUE CAPITAL LLC — crossed $500M in regulatory AUM ($490.5M -> $623.0M). IAPD ↗fund
$623.0M RAUM · 11 reps · 212-294-8935 · grantave.com
55
CORAL TREE MANAGEMENT, LP — crossed $500M in regulatory AUM ($494.3M -> $509.6M). IAPD ↗fund
$509.6M RAUM · 7 reps · 424-268-9990 · coraltreelp.com
55
CPC MANAGEMENT, LLC — crossed $500M in regulatory AUM ($454.2M -> $511.1M). IAPD ↗fund
$511.1M RAUM · 20 reps · 816-756-2225 · cpc.llc
55
COMMUNITY US FUND MANAGEMENT, INC. — crossed $500M in regulatory AUM ($350.8M -> $557.6M). IAPD ↗fund
$557.6M RAUM · 3 reps · 646-734-8057
55
VICTOR CAPITAL PARTNERS — crossed $500M in regulatory AUM ($286.6M -> $513.2M). IAPD ↗fund
$513.2M RAUM · 9 reps · (212) 202-3340
55
BENCH WALK ADVISORS LLC — crossed $500M in regulatory AUM ($333.1M -> $627.3M). IAPD ↗fund
$627.3M RAUM · 13 reps · 561-448-4441
55
ENTRYPOINT CAPITAL, LLC — crossed $500M in regulatory AUM ($437.0M -> $578.0M). IAPD ↗fund
$578.0M RAUM · 5 reps · (646) 993-4864 · entrypointcap.com
55
METAURUS ADVISORS LLC — crossed $500M in regulatory AUM ($345.5M -> $953.7M). IAPD ↗fund
$953.7M RAUM · 5 reps · 201-683-7979
55
FLATIRON RR LLC, MANAGER SERIES — crossed $500M in regulatory AUM ($399.2M -> $798.6M). IAPD ↗fund
$798.6M RAUM · 19 reps · 212-576-7000
55
CUADRILLA CAPITAL, LLC — crossed $500M in regulatory AUM ($226.7M -> $625.0M). IAPD ↗fund
$625.0M RAUM · 8 reps · 818-835-0415 · cuadrillacapital.com
55
TRINITY INVESTORS FUND ADVISORS, LLC — crossed $500M in regulatory AUM ($492.2M -> $572.3M). IAPD ↗fund
$572.3M RAUM · 4 reps · 817-310-2900
55
HURRICANE CAPITAL ADVISORS LLC — crossed $500M in regulatory AUM ($415.2M -> $510.4M). IAPD ↗fund
$510.4M RAUM · 6 reps · 212-702-7101 · hurricanecapital.io
55
GOANNA CAPITAL MANAGEMENT LLC — crossed $500M in regulatory AUM ($370.4M -> $596.7M). IAPD ↗fund
$596.7M RAUM · 3 reps · 551-800-2775 · goannacapital.com
55
ARCHITECT CAPITAL CORP. — crossed $500M in regulatory AUM ($350.1M -> $510.8M). IAPD ↗fund
$510.8M RAUM · 6 reps · 650-769-7630 · architect.com
55
PONDERA HOLDINGS LLC — crossed $500M in regulatory AUM ($268.3M -> $595.0M). IAPD ↗fund
$595.0M RAUM · 4 reps · 312-930-9050 · ponderaholdings.com
55
ARVIN CAPITAL MANAGEMENT LP — crossed $500M in regulatory AUM ($472.0M -> $718.8M). IAPD ↗fund
$718.8M RAUM · 5 reps · 212-548-3950 · arvincap.com
55
HACK VC MANAGEMENT, LLC — crossed $500M in regulatory AUM ($419.7M -> $725.3M). IAPD ↗fund
$725.3M RAUM · 9 reps · 408-345-5807
55
TACORA CAPITAL MANAGEMENT, LP — crossed $500M in regulatory AUM ($343.3M -> $960.1M). IAPD ↗fund
$960.1M RAUM · 7 reps · 310-741-1070 · tacoracap.com
55
4X4 CAPITAL — crossed $500M in regulatory AUM ($316.1M -> $524.3M). IAPD ↗fund
$524.3M RAUM · 7 reps · 917-780-8035
55
RPD FUND MANAGEMENT LLC — crossed $500M in regulatory AUM ($471.9M -> $506.2M). IAPD ↗fund
$506.2M RAUM · 7 reps · 212-201-2650 · rpdfund.com
55
COMPASS GROUP EQUITY PARTNERS — crossed $500M in regulatory AUM ($421.3M -> $823.3M). IAPD ↗fund
$823.3M RAUM · 22 reps · 314-721-2800
55
ASTARA CAPITAL PARTNERS, L.P. — crossed $500M in regulatory AUM ($463.8M -> $657.6M). IAPD ↗fund
$657.6M RAUM · 16 reps · 917-331-7013 · astaracapital.com
55
GREY ROCK MANAGEMENT PARTNERS IV, LLC — crossed $500M in regulatory AUM ($384.5M -> $733.1M). IAPD ↗fund
$733.1M RAUM · 10 reps · 214-396-2850 · grey-rock.com
55
PROSPECT PARTNERS ADVISORS LLC — crossed $500M in regulatory AUM ($425.0M -> $608.0M). IAPD ↗fund
$608.0M RAUM · 9 reps · (312) 782-7400 · prospect-partners.com
55
L2 POINT MANAGEMENT LLC — crossed $500M in regulatory AUM ($411.2M -> $589.5M). IAPD ↗fund
$589.5M RAUM · 3 reps · (919) 452-0172 · l2-point.com
55
AMERICAN TRIPLE I, LLC — crossed $500M in regulatory AUM ($390.6M -> $829.2M). IAPD ↗fund
$829.2M RAUM · 8 reps · (917) 512-6599 · atipartners.com
55
GENERATE CAPITAL ADVISORS, PB LLC — crossed $500M in regulatory AUM ($100.0M -> $755.0M). IAPD ↗fund
$755.0M RAUM · 61 reps · 415-360-3063
55
SATOR GROVE MANAGEMENT COMPANY, LLC — crossed $500M in regulatory AUM ($448.3M -> $685.2M). IAPD ↗fund
$685.2M RAUM · 3 reps · 574-329-3054 · satorgrove.com
55
EIR PARTNERS CAPITAL, LLC — crossed $500M in regulatory AUM ($334.5M -> $594.8M). IAPD ↗fund
$594.8M RAUM · 8 reps · 317-281-7373 · eirpartners.com
55
GUARDIAN CAPITAL PARTNERS — crossed $500M in regulatory AUM ($464.3M -> $528.6M). IAPD ↗fund
$528.6M RAUM · 12 reps · 610-263-0100 · guardiancp.com
55
ARTIA GLOBAL PARTNERS LP — crossed $500M in regulatory AUM ($428.2M -> $628.3M). IAPD ↗fund
$628.3M RAUM · 2 reps · 305-710-1384
55
COMVEST CREDIT MANAGERS, LLC — crossed $500M in regulatory AUM ($18.3M -> $973.6M). IAPD ↗fund
$973.6M RAUM · 101 reps · (561) 727-2000 · comvest.com
55
SAGARD HOLDINGS MANAGER (US) LLC — crossed $500M in regulatory AUM ($340.0M -> $540.5M). IAPD ↗fund
$540.5M RAUM · 11 reps · 1-212-380-5605 · sagard.com
55
CCMP GROWTH, LP — crossed $500M in regulatory AUM ($423.1M -> $756.8M). IAPD ↗fund
$756.8M RAUM · 9 reps · (212) 600-9600 · ccmpgrowth.com
55
FIRST PRINCIPLES GROUP — crossed $500M in regulatory AUM ($340.2M -> $630.8M). IAPD ↗fund
$630.8M RAUM · 2 reps · 847-668-7950 · firstprinciples.group
55
CIRRUS REAL ESTATE PARTNERS — crossed $500M in regulatory AUM ($483.9M -> $819.1M). IAPD ↗fund
$819.1M RAUM · 10 reps · 212-385-4040 · cirrusrep.com
55
POLUS CAPITAL MANAGEMENT (US) INC. — crossed $500M in regulatory AUM ($400.0M -> $508.4M). IAPD ↗fund
$508.4M RAUM · 8 reps · 646-653-2389 · poluscapital.com
55
ESTUARY CAPITAL MANAGEMENT LP — crossed $500M in regulatory AUM ($418.2M -> $865.5M). IAPD ↗fund
$865.5M RAUM · 10 reps · 612-895-5515
55
THE QUARRY LP — crossed $500M in regulatory AUM ($462.4M -> $702.5M). IAPD ↗fund
$702.5M RAUM · 4 reps · 212-205-2600
55
ABRY PARTNERS III, LLC — crossed $500M in regulatory AUM ($202.3M -> $515.1M). IAPD ↗fund
$515.1M RAUM · 50 reps · (617) 859-2959 · abry.com
55
S2 FUND MANAGER, LLC — crossed $500M in regulatory AUM ($312.2M -> $792.3M). IAPD ↗fund
$792.3M RAUM · 14 reps · 214-377-2977 · s2cp.com
55
CAP91 PARTNERS MANAGEMENT LLC — crossed $500M in regulatory AUM ($454.8M -> $502.8M). IAPD ↗fund
$502.8M RAUM · 5 reps · 804-525-9249
55
STEMPOINT CAPITAL LP — crossed $500M in regulatory AUM ($440.9M -> $625.0M). IAPD ↗fund
$625.0M RAUM · 3 reps · (212) 540-4099 · stempointcapital.com
55
ORIGIN CREDIT ADVISERS, LLC — crossed $500M in regulatory AUM ($367.1M -> $605.5M). IAPD ↗fund
$605.5M RAUM · 4 reps · 720-902-8898 · origincreditadvisers.com
55
SNOWHAWK LP — crossed $500M in regulatory AUM ($419.3M -> $508.8M). IAPD ↗fund
$508.8M RAUM · 9 reps · 888-335-3137
55
CHRISTOPHER & CO., LLC — crossed $500M in regulatory AUM ($196.1M -> $652.8M). IAPD ↗fund
$652.8M RAUM · 3 reps · 512-785-9710 · astoconsumer.com
55
SYMBIOTIC CAPITAL — crossed $500M in regulatory AUM ($252.5M -> $839.4M). IAPD ↗fund
$839.4M RAUM · 5 reps · 424-313-1550 · symbioticcapital.com
55
BANNER CAPITAL MANAGEMENT, LLC — crossed $500M in regulatory AUM ($415.5M -> $522.5M). IAPD ↗fund
$522.5M RAUM · 5 reps · 801-290-3333
55
ROC360 ADVISORS LLC — crossed $500M in regulatory AUM ($495.8M -> $907.0M). IAPD ↗fund
$907.0M RAUM · 41 reps · 212-607-8333
55
OTRO CAPITAL — crossed $500M in regulatory AUM ($276.9M -> $839.4M). IAPD ↗fund
$839.4M RAUM · 8 reps · 1-212-235-7056 · otrocapital.com
55
PINE VALLEY CAPITAL PARTNERS LLC — crossed $500M in regulatory AUM ($238.1M -> $535.0M). IAPD ↗fund
$535.0M RAUM · 6 reps · 737-497-3710 · pvcapitalpartners.com
55
AVANT MANAGEMENT LLC — crossed $500M in regulatory AUM ($331.6M -> $852.2M). IAPD ↗fund
$852.2M RAUM · 8 reps · 720-746-5053
55
ONE FUNDS, LLC — crossed $500M in regulatory AUM ($350.4M -> $507.2M). IAPD ↗fund
$507.2M RAUM · 6 reps · 719-445-5050
55
AVATHON CAPITAL MANAGEMENT LP — crossed $500M in regulatory AUM ($499.5M -> $511.5M). IAPD ↗fund
$511.5M RAUM · 7 reps · 312-788-8495 · avathoncapital.com
55
FIVESPAN PARTNERS, LP — crossed $500M in regulatory AUM ($489.6M -> $628.7M). IAPD ↗fund
$628.7M RAUM · 5 reps · (415) 318-7900
55
LORD ABBETT PRIVATE CREDIT ADVISOR LLC — crossed $500M in regulatory AUM ($320.2M -> $844.7M). IAPD ↗fund
$844.7M RAUM · 188 reps · 201-827-2000 · lordabbett.com
40
HYPOSWISS ADVISORS SA — crossed $500M in regulatory AUM ($469.3M -> $597.1M). IAPD ↗foreign
$597.1M RAUM · 4 reps · +41 22 310 7640 · hyposwissadvisors.ch
40
TB ALTERNATIVE ASSETS LTD. — crossed $500M in regulatory AUM ($445.6M -> $541.0M). IAPD ↗foreign
$541.0M RAUM · 8 reps · +1 345 949 8066
40
GRATICULE ASIA MACRO ADVISORS LLC — crossed $500M in regulatory AUM ($270.6M -> $682.3M). IAPD ↗foreign
$682.3M RAUM · 9 reps · 65-6671-2500 · gama.com
40
RV CAPITAL — crossed $500M in regulatory AUM ($485.8M -> $692.8M). IAPD ↗foreign
$692.8M RAUM · 2 reps · 011-41-41-5114687 · rvcapital.ch
40
AZTLAN EQUITY MANAGEMENT, LLC — crossed $500M in regulatory AUM ($290.0M -> $582.9M). IAPD ↗foreign
$582.9M RAUM · 1 reps · 01-703-47-8020 · aztlanem.com
40
TREZ CAPITAL FUND MANAGEMENT LIMITED PARTNERSHIP — crossed $500M in regulatory AUM ($415.7M -> $515.4M). IAPD ↗foreign
$515.4M RAUM · 6 reps · 604-689-0821 · trezcapital.com
40
GRATICULE ASSET MANAGEMENT ASIA PTE. LTD. — crossed $500M in regulatory AUM ($270.6M -> $682.3M). IAPD ↗foreign
$682.3M RAUM · 9 reps · 65-6671-2500 · gama.com
40
NYMBUS CAPITAL INC. — crossed $500M in regulatory AUM ($432.5M -> $664.0M). IAPD ↗foreign
$664.0M RAUM · 9 reps · 1-514-985-1138 · nymbus.ca
40
KINGS COURT CAPITAL PTE. LTD — crossed $500M in regulatory AUM ($420.2M -> $512.9M). IAPD ↗foreign
$512.9M RAUM · 5 reps · +65 6978 6507
40
POTENTUM PARTNERS, L.P. — crossed $500M in regulatory AUM ($462.1M -> $502.1M). IAPD ↗foreign
$502.1M RAUM · 5 reps · +61 488 221 334 · potentumpartners.com
40
PREVATT CAPITAL LTD — crossed $500M in regulatory AUM ($416.7M -> $517.3M). IAPD ↗foreign
$517.3M RAUM · 5 reps · 646 652 0738 · prevattcapital.com
40
NINE MASTS CAPITAL ADVISERS LLC — crossed $500M in regulatory AUM ($100.0M -> $508.7M). IAPD ↗foreign
$508.7M RAUM · 1 reps · 85228689973 · ninemasts.com
40
ACADIAN ASSET MANAGEMENT — crossed $500M in regulatory AUM ($494.7M -> $557.5M). IAPD ↗foreign
$557.5M RAUM · 2 reps · +65 6508 2200 · acadian-asset.com
30
GLP CAPITAL PARTNERS LLC — filed an Item 4A succession naming GLP CAPITAL PARTNERS, INC. (CRD 304917) — an entity change, not a deal. IAPD ↗fund
$9.42B RAUM · 30 reps · 213-819-9450 · gcp.com
30
GROWTH LENDING LLC — filed an Item 4A succession naming GROWTH LENDING LLC (CRD 334044) — an entity change, not a deal. IAPD ↗institutional
$0 RAUM · 1 reps · 7136147755 · growthlending.com
28
ADVANTAGE CAPITAL — filed an Item 4A succession naming ADVANTAGE CAPITAL (CRD 171365) — an entity change, not a deal. IAPD ↗fund
$794.6M RAUM · 95 reps · 504-522-4850 · advantagecap.com
28
IG4 CAPITAL ADVISORS US LLC — filed an Item 4A succession naming IG4 CAPITAL ADVISORS (US) LP (CRD 316972) — an entity change, not a deal. IAPD ↗fund
$311.7M RAUM · 3 reps · 12039715686

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.