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Integration & migration consulting — April 2026

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

986 firms opened this window in the April 2026 SEC roster: 522 aum crossed 500m, 458 aum crossed 1b, 6 reorganization.

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

85
RODGERS BROTHERS, INC. — crossed $1B in regulatory AUM ($964.7M -> $1.04B). IAPD ↗
$1.04B RAUM · 9 reps · 724-473-4003 · moncapfund.com
85
BOK FINANCIAL ADVISORS — crossed $1B in regulatory AUM ($835.6M -> $1.06B). IAPD ↗
$1.06B RAUM · 142 reps · 877-781-6889
85
PACKERLAND BROKERAGE SERVICES, INC. — crossed $1B in regulatory AUM ($909.5M -> $1.36B). IAPD ↗
$1.36B RAUM · 165 reps · 920-662-9500
85
RMC INVESTMENT ADVISORS — crossed $1B in regulatory AUM ($986.8M -> $1.07B). IAPD ↗
$1.07B RAUM · 7 reps · 860-561-1245 · rmcinvestmentadvisors.com
85
TOBIAS FINANCIAL ADVISORS — crossed $1B in regulatory AUM ($892.2M -> $1.19B). IAPD ↗
$1.19B RAUM · 9 reps · 954-424-1660
85
CORBYN INVESTMENT MANAGEMENT INC — crossed $1B in regulatory AUM ($976.2M -> $1.01B). IAPD ↗
$1.01B RAUM · 7 reps · 410-832-5500 · corbyn.com
85
WESCAP GROUP — crossed $1B in regulatory AUM ($985.0M -> $1.09B). IAPD ↗
$1.09B RAUM · 13 reps · 818-563-5170
85
NASDAQ DORSEY WRIGHT — crossed $1B in regulatory AUM ($755.1M -> $1.01B). IAPD ↗
$1.01B RAUM · 14 reps · 804-320-8511
85
MPM WEALTH ADVISORS — crossed $1B in regulatory AUM ($888.9M -> $1.04B). IAPD ↗
$1.04B RAUM · 18 reps · 419-861-1400 · mpmwealth.com
85
DEERFIELD — crossed $1B in regulatory AUM ($958.7M -> $1.18B). IAPD ↗
$1.18B RAUM · 6 reps · 317-469-2455
85
GREATMARK INVESTMENT PARTNERS, INC. — crossed $1B in regulatory AUM ($938.7M -> $1.02B). IAPD ↗
$1.02B RAUM · 3 reps · 706-327-2128 · greatmarkonline.com
85
NIGHT OWL CAPITAL MANAGEMENT, LLC — crossed $1B in regulatory AUM ($865.8M -> $1.10B). IAPD ↗
$1.10B RAUM · 6 reps · 203-302-3870 · nightowlcapital.com
85
MANCHESTER FINANCIAL INC — crossed $1B in regulatory AUM ($946.8M -> $1.05B). IAPD ↗
$1.05B RAUM · 14 reps · 805-495-4405
85
BPS WEALTH ADVISORS, INC. — crossed $1B in regulatory AUM ($859.7M -> $1.08B). IAPD ↗
$1.08B RAUM · 5 reps · 330-758-0575 · beardpension.com
85
TOEWS ASSET MANAGEMENT — crossed $1B in regulatory AUM ($945.1M -> $1.04B). IAPD ↗
$1.04B RAUM · 16 reps · 877-863-9726
85
PETTYJOHN, WOOD & WHITE, INC. — crossed $1B in regulatory AUM ($853.8M -> $1.02B). IAPD ↗
$1.02B RAUM · 5 reps · 434-845-1266 · pwandw.com
85
BRUNI J V & CO — crossed $1B in regulatory AUM ($946.9M -> $1.10B). IAPD ↗
$1.10B RAUM · 3 reps · 719-575-9880 · jvbruni.com
85
FRAZIER FINANCIAL ADVISORS, LLC — crossed $1B in regulatory AUM ($929.9M -> $1.16B). IAPD ↗
$1.16B RAUM · 15 reps · 614-793-8297
85
PORTFOLIO STRATEGIES INC NY — crossed $1B in regulatory AUM ($861.2M -> $1.02B). IAPD ↗
$1.02B RAUM · 4 reps · 201-571-4100
85
PEAK ASSET MANAGEMENT, LLC — crossed $1B in regulatory AUM ($910.0M -> $1.01B). IAPD ↗
$1.01B RAUM · 14 reps · 303-926-0100
85
ROGERS WEALTH GROUP, INC. — crossed $1B in regulatory AUM ($960.8M -> $1.04B). IAPD ↗
$1.04B RAUM · 6 reps · 817-334-0351 · rogers401k.com
85
ASSET CONSULTING GROUP, LLC — crossed $1B in regulatory AUM ($781.7M -> $1.10B). IAPD ↗
$1.10B RAUM · 32 reps · 314-862-4848 · guggenheimpartners.com
85
PERRYMAN FINANCIAL ADVISORY, INC. — crossed $1B in regulatory AUM ($796.3M -> $1.02B). IAPD ↗
$1.02B RAUM · 6 reps · 972-770-4800 · billperryman.com
85
STEPP & ROTHWELL INC — crossed $1B in regulatory AUM ($963.7M -> $1.06B). IAPD ↗
$1.06B RAUM · 10 reps · 913-345-4800
85
BOURGEON CAPITAL MANAGEMENT LLC — crossed $1B in regulatory AUM ($917.6M -> $1.07B). IAPD ↗
$1.07B RAUM · 3 reps · 203-280-1170 · bourgeoncapital.com
85
CLEARBROOK INVESTMENT CONSULTING LLC — crossed $1B in regulatory AUM ($470.1M -> $13.72B). IAPD ↗
$13.72B RAUM · 6 reps · 212 359-0290 · clearbrookglobal.com
85
SPECTRUM INVESTMENT ADVISORS, INC. — crossed $1B in regulatory AUM ($849.7M -> $1.06B). IAPD ↗
$1.06B RAUM · 20 reps · 262-238-4010
85
SUMMIT ASSET MANAGEMENT LLC — crossed $1B in regulatory AUM ($938.9M -> $1.08B). IAPD ↗
$1.08B RAUM · 6 reps · 901-729-8100 · summitassetmanagement.com
85
OARSMAN CAPITAL, INC — crossed $1B in regulatory AUM ($926.8M -> $1.17B). IAPD ↗
$1.17B RAUM · 13 reps · 414-221-0081 · oarsman.net
85
SCHAEFER FINANCIAL MANAGEMENT, INC. — crossed $1B in regulatory AUM ($979.1M -> $1.11B). IAPD ↗
$1.11B RAUM · 7 reps · 303-770-6700
85
KNIGHTSBRIDGE WEALTH MANAGEMENT — crossed $1B in regulatory AUM ($833.5M -> $1.12B). IAPD ↗
$1.12B RAUM · 9 reps · 949-644-4444 · knightsb.com
85
THE NORTHSTAR GROUP, INC. — crossed $1B in regulatory AUM ($871.6M -> $1.01B). IAPD ↗
$1.01B RAUM · 6 reps · 212-883-9595 · thenorthstargroupinc.com
85
HARVEY INVESTMENT COMPANY, LLC — crossed $1B in regulatory AUM ($941.5M -> $1.03B). IAPD ↗
$1.03B RAUM · 4 reps · 502-339-8270 · harveyinvestment.com
85
COYLE — crossed $1B in regulatory AUM ($922.2M -> $1.05B). IAPD ↗
$1.05B RAUM · 10 reps · 847-441-5644
85
AB CUSTOM ALTERNATIVE SOLUTIONS LLC — crossed $1B in regulatory AUM ($746.0M -> $1.42B). IAPD ↗
$1.42B RAUM · 1 reps · 615-622-0000 · asturiascapitalllc.com
85
NTV ASSET MANAGEMENT, LLC — crossed $1B in regulatory AUM ($963.4M -> $1.16B). IAPD ↗
$1.16B RAUM · 5 reps · 304-353-9090 · ntvam.com
85
DOCK STREET ASSET MANAGEMENT INC — crossed $1B in regulatory AUM ($905.8M -> $1.11B). IAPD ↗
$1.11B RAUM · 4 reps · 203-532-9470 · dockstreet.com
85
VIOLICH CAPITAL MANAGEMENT — crossed $1B in regulatory AUM ($911.7M -> $1.04B). IAPD ↗
$1.04B RAUM · 1 reps · 415-217-4444 · violichcapital.com
85
AEGIS FINANCIAL CORPORATION — crossed $1B in regulatory AUM ($381.0M -> $1.37B). IAPD ↗
$1.37B RAUM · 4 reps · 703-528-7788 · aegisvaluefund.com
85
MORLING FINANCIAL ADVISORS, LLC — crossed $1B in regulatory AUM ($755.7M -> $1.05B). IAPD ↗
$1.05B RAUM · 17 reps · 844-667-5464
85
STANLEY-LAMAN GROUP LTD. — crossed $1B in regulatory AUM ($979.3M -> $1.02B). IAPD ↗
$1.02B RAUM · 13 reps · 610-993-9100
85
GOULD ASSET MANAGEMENT LLC — crossed $1B in regulatory AUM ($901.3M -> $1.03B). IAPD ↗
$1.03B RAUM · 9 reps · 909-445-1291 · gouldasset.com
85
HENDERSHOT INVESTMENTS, INC. — crossed $1B in regulatory AUM ($984.7M -> $1.07B). IAPD ↗
$1.07B RAUM · 4 reps · 703-361-6130 · hendershotinvestments.com
85
FOUNDATION RESOURCE MANAGEMENT, INC. — crossed $1B in regulatory AUM ($918.4M -> $1.14B). IAPD ↗
$1.14B RAUM · 6 reps · 501-534-2675
85
LUCID ADVISORS, INC. — crossed $1B in regulatory AUM ($958.1M -> $1.15B). IAPD ↗
$1.15B RAUM · 2 reps · 206-267-2222 · lucidadvisors.com
85
BLUESKY WEALTH ADVISORS, LLC — crossed $1B in regulatory AUM ($849.8M -> $1.00B). IAPD ↗
$1.00B RAUM · 9 reps · 252-633-0107
85
FAITHWARD ADVISORS, LLC — crossed $1B in regulatory AUM ($906.0M -> $1.05B). IAPD ↗
$1.05B RAUM · 16 reps · 717-560-8300
85
DETALUS ADVISORS, LLC — crossed $1B in regulatory AUM ($928.4M -> $2.22B). IAPD ↗
$2.22B RAUM · 10 reps · 314-997-3191 · detalus.com
85
LAUREL WEALTH ADVISORS, LLC — crossed $1B in regulatory AUM ($972.7M -> $1.11B). IAPD ↗
$1.11B RAUM · 7 reps · 704-927-4379
85
CONCORD WEALTH PARTNERS — crossed $1B in regulatory AUM ($946.0M -> $1.07B). IAPD ↗
$1.07B RAUM · 10 reps · 276-628-5910 · cavenessadvisory.com
85
NUVERSE ADVISORS LLC — crossed $1B in regulatory AUM ($963.7M -> $1.18B). IAPD ↗
$1.18B RAUM · 6 reps · 305-932-6010 · nuverse.com
85
SCHNIEDERS CAPITAL MANAGEMENT, LLC. — crossed $1B in regulatory AUM ($864.4M -> $1.06B). IAPD ↗
$1.06B RAUM · 2 reps · 626.584.6168 · schniederscapital.com
85
LIGHTHOUSE FINANCIAL ADVISORS, INC. — crossed $1B in regulatory AUM ($869.2M -> $1.11B). IAPD ↗
$1.11B RAUM · 7 reps · (732) 747-6680 · lfadvisors.com
85
GIBRALTAR CAPITAL MANAGEMENT, INC. — crossed $1B in regulatory AUM ($840.6M -> $1.35B). IAPD ↗
$1.35B RAUM · 18 reps · (918) 492-4209 · gibraltar-capital.com
85
FIFTH AVENUE FAMILY OFFICE — crossed $1B in regulatory AUM ($908.5M -> $1.35B). IAPD ↗
$1.35B RAUM · 4 reps · 239-262-6300 · fifthavenuefamily.com
85
COOPER/HAIMS ADVISORS, LLC — crossed $1B in regulatory AUM ($939.2M -> $1.15B). IAPD ↗
$1.15B RAUM · 13 reps · 585-248-6400 · esl.org
85
LVZ, INC. — crossed $1B in regulatory AUM ($969.2M -> $1.13B). IAPD ↗
$1.13B RAUM · 18 reps · 616-394-4994
85
PATHWAY FINANCIAL ADVISORS, LLC — crossed $1B in regulatory AUM ($894.8M -> $1.65B). IAPD ↗
$1.65B RAUM · 7 reps · 802-660-7086
85
PKS ADVISORY SERVICES, LLC — crossed $1B in regulatory AUM ($905.4M -> $1.09B). IAPD ↗
$1.09B RAUM · 36 reps · (518) 426-5791 · woehlerfinancialgroup.com
85
ELGETHUN CAPITAL MANAGEMENT — crossed $1B in regulatory AUM ($884.5M -> $1.14B). IAPD ↗
$1.14B RAUM · 10 reps · (605) 367-3336 · elgethuncapitalmanagement.com
85
GFG CAPITAL — crossed $1B in regulatory AUM ($891.2M -> $1.01B). IAPD ↗
$1.01B RAUM · 9 reps · 305-810-6500
85
KORHORN FINANCIAL GROUP — crossed $1B in regulatory AUM ($934.5M -> $1.15B). IAPD ↗
$1.15B RAUM · 42 reps · 574-247-5898
85
MINNEAPOLIS PORTFOLIO MANAGEMENT GROUP, LLC — crossed $1B in regulatory AUM ($900.6M -> $1.10B). IAPD ↗
$1.10B RAUM · 3 reps · (612) 334-2000
85
NAVIGATION GROUP LLC — crossed $1B in regulatory AUM ($927.5M -> $1.01B). IAPD ↗
$1.01B RAUM · 5 reps · 650-595-1700 · navigationgroup.com
85
SALEM PARTNERS WEALTH MANAGEMENT, LLC — crossed $1B in regulatory AUM ($413.3M -> $1.50B). IAPD ↗
$1.50B RAUM · 3 reps · 310-806-4200 · salempartners.com
85
WATTS GWILLIAM & COMPANY, LLC — crossed $1B in regulatory AUM ($818.9M -> $1.03B). IAPD ↗
$1.03B RAUM · 6 reps · 480-889-8998 · wattsgwilliam.com
85
CAPSOUTH WEALTH MANAGEMENT — crossed $1B in regulatory AUM ($884.4M -> $1.00B). IAPD ↗
$1.00B RAUM · 13 reps · 334.673.8600
85
BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC — crossed $1B in regulatory AUM ($854.7M -> $1.12B). IAPD ↗
$1.12B RAUM · 10 reps · 610-825-3540
85
SG CAPITAL MANAGEMENT LLC — crossed $1B in regulatory AUM ($957.4M -> $1.38B). IAPD ↗
$1.38B RAUM · 6 reps · 312-923-0150
85
ARCHER INVESTMENT CORPORATION — crossed $1B in regulatory AUM ($900.5M -> $1.01B). IAPD ↗
$1.01B RAUM · 80 reps · 317-581-5664 · nracpa.com
85
EVEREST FINANCIAL GROUP — crossed $1B in regulatory AUM ($912.4M -> $1.00B). IAPD ↗
$1.00B RAUM · 12 reps · 763-923-7525 · sincerefinancial.com
85
PYA WALTMAN CAPITAL, LLC — crossed $1B in regulatory AUM ($819.3M -> $1.01B). IAPD ↗
$1.01B RAUM · 8 reps · 865-693-6301
85
VECTORS ASSET MANAGEMENT — crossed $1B in regulatory AUM ($844.5M -> $1.01B). IAPD ↗
$1.01B RAUM · 4 reps · 212-431-0857 · vectorsresearch.com
85
ANDERSON GROWTH PARTNERS, LLC — crossed $1B in regulatory AUM ($919.5M -> $1.01B). IAPD ↗
$1.01B RAUM · 5 reps · 205-909-0950 · agpadvisors.com
85
KOHMANN BOSSHARD FINANCIAL SERVICES, LLC. — crossed $1B in regulatory AUM ($910.7M -> $1.12B). IAPD ↗
$1.12B RAUM · 6 reps · 330-666-6886 · kohmannbosshard.com
85
STERLING INVESTMENT ADVISORS LTD. — crossed $1B in regulatory AUM ($961.4M -> $1.08B). IAPD ↗
$1.08B RAUM · 7 reps · 610-560-0400
85
SIKICH FINANCIAL — crossed $1B in regulatory AUM ($920.0M -> $1.18B). IAPD ↗
$1.18B RAUM · 18 reps · 217-862-1843 · sikich.com
85
KEATING FINANCIAL ADVISORY SERVICES — crossed $1B in regulatory AUM ($330.0M -> $1.45B). IAPD ↗
$1.45B RAUM · 25 reps · 785-537-0366 · theweddleteam.com
85
PARAGON FINANCIAL ADVISORS — crossed $1B in regulatory AUM ($847.0M -> $1.05B). IAPD ↗
$1.05B RAUM · 14 reps · 979-693-3907 · paragon-adv.com
85
GILMAN HILL ASSET MANAGEMENT, LLC — crossed $1B in regulatory AUM ($782.9M -> $1.24B). IAPD ↗
$1.24B RAUM · 5 reps · 203-571-0225
85
WORTHPOINTE — crossed $1B in regulatory AUM ($885.6M -> $1.06B). IAPD ↗
$1.06B RAUM · 9 reps · 800-620-4232
85
ARGOS WEALTH ADVISORS LLC — crossed $1B in regulatory AUM ($897.2M -> $1.04B). IAPD ↗
$1.04B RAUM · 10 reps · 707-633-9063 · argoswealth.com
85
ADDISON CAPITAL — crossed $1B in regulatory AUM ($808.0M -> $1.12B). IAPD ↗
$1.12B RAUM · 3 reps · 215-563-6919
85
FULCRUM CAPITAL, LLC — crossed $1B in regulatory AUM ($975.9M -> $1.08B). IAPD ↗
$1.08B RAUM · 8 reps · 206-223-9790
85
AVIANCE CAPITAL PARTNERS LLC — crossed $1B in regulatory AUM ($971.0M -> $1.13B). IAPD ↗
$1.13B RAUM · 6 reps · 239-598-4747
85
W.A. SMITH FINANCIAL GROUP — crossed $1B in regulatory AUM ($962.6M -> $1.16B). IAPD ↗
$1.16B RAUM · 13 reps · 419-626-8600 · wasmithfinancial.com
85
JACKSON WEALTH MANAGEMENT, LLC — crossed $1B in regulatory AUM ($856.7M -> $1.07B). IAPD ↗
$1.07B RAUM · 9 reps · 407-585-0235 · jacksonwm.com
85
EAST COAST ASSET MANAGEMENT, LLC — crossed $1B in regulatory AUM ($750.2M -> $1.01B). IAPD ↗
$1.01B RAUM · 5 reps · 978-801-0860 · eastcoastasset.com
85
ALPHA OMEGA WEALTH MANAGEMENT, LLC — crossed $1B in regulatory AUM ($905.8M -> $1.02B). IAPD ↗
$1.02B RAUM · 9 reps · 804-955-1600
85
THREE BRIDGE WEALTH ADVISORS — crossed $1B in regulatory AUM ($817.8M -> $1.05B). IAPD ↗
$1.05B RAUM · 3 reps · 650-433-3500 · threebridgewa.com
85
WELLINGTON SHIELDS CAPITAL MANAGEMENT, LLC — crossed $1B in regulatory AUM ($999.7M -> $1.17B). IAPD ↗
$1.17B RAUM · 13 reps · 212-320-3000 · wellingtonshields.com
85
TALSON CAPITAL MANAGEMENT L.P. — crossed $1B in regulatory AUM ($865.4M -> $1.06B). IAPD ↗
$1.06B RAUM · 3 reps · 203-202-7500 · talsoncapital.com
85
FORT SHERIDAN ADVISORS LLC — crossed $1B in regulatory AUM ($908.9M -> $1.03B). IAPD ↗
$1.03B RAUM · 7 reps · 847-559-9700
85
GIA PARTNERS, LLC. — crossed $1B in regulatory AUM ($984.7M -> $1.06B). IAPD ↗
$1.06B RAUM · 5 reps · 212-893-7810 · giallc.com
85
ARMBRUSTER CAPITAL MANAGEMENT, INC. — crossed $1B in regulatory AUM ($900.8M -> $1.06B). IAPD ↗
$1.06B RAUM · 7 reps · 585-381-4180 · acm401k.com
85
FINANCIAL ADVISORS NETWORK, INC. — crossed $1B in regulatory AUM ($954.0M -> $1.11B). IAPD ↗
$1.11B RAUM · 12 reps · 714-597-6510
85
ASSET ALLOCATION STRATEGIES, LLC — crossed $1B in regulatory AUM ($767.4M -> $1.02B). IAPD ↗
$1.02B RAUM · 45 reps · 248-489-0101
85
VANTAGE WEALTH MANAGEMENT, LLC — crossed $1B in regulatory AUM ($897.4M -> $1.12B). IAPD ↗
$1.12B RAUM · 7 reps · 650-638-9600
85
NORTHWEST WEALTH MANAGEMENT, LLC — crossed $1B in regulatory AUM ($865.2M -> $1.03B). IAPD ↗
$1.03B RAUM · 14 reps · 877-207-0994
85
INSIGHT WEALTH PARTNERS — crossed $1B in regulatory AUM ($970.3M -> $1.12B). IAPD ↗
$1.12B RAUM · 16 reps · 972-543-4800 · insightwp.com
85
WAYCROSS PARTNERS, LLC — crossed $1B in regulatory AUM ($865.5M -> $1.18B). IAPD ↗
$1.18B RAUM · 7 reps · 502-410-1900
85
MCGOWAN GROUP ASSET MANAGEMENT, INC. — crossed $1B in regulatory AUM ($996.7M -> $1.08B). IAPD ↗
$1.08B RAUM · 5 reps · 214-720-4400 · themcgowangroup.com
85
ELWOOD & GOETZ — crossed $1B in regulatory AUM ($813.0M -> $1.07B). IAPD ↗
$1.07B RAUM · 26 reps · 706-548-1025
85
LEGACY FINANCIAL GROUP — crossed $1B in regulatory AUM ($840.4M -> $1.01B). IAPD ↗
$1.01B RAUM · 11 reps · 515-255-3306 · williamelson.com
85
ST. CLAIR ADVISORS, LLC — crossed $1B in regulatory AUM ($997.6M -> $1.07B). IAPD ↗
$1.07B RAUM · 4 reps · 440-925-5670 · saintclairllc.com
85
JT STRATFORD, LLC — crossed $1B in regulatory AUM ($814.9M -> $1.01B). IAPD ↗
$1.01B RAUM · 18 reps · 770-534-6046
85
P/E GLOBAL LLC — crossed $1B in regulatory AUM ($702.6M -> $1.71B). IAPD ↗
$1.71B RAUM · 36 reps · 617-933-4500
85
WALKNER CONDON FINANCIAL ADVISORS LLC — crossed $1B in regulatory AUM ($732.8M -> $1.03B). IAPD ↗
$1.03B RAUM · 16 reps · 608-234-4127 · walknercondon.com
85
NEW LEGACY GROUP, LLC — crossed $1B in regulatory AUM ($707.9M -> $1.28B). IAPD ↗
$1.28B RAUM · 8 reps · 212-616-8020
85
AVIER WEALTH ADVISORS — crossed $1B in regulatory AUM ($964.4M -> $1.19B). IAPD ↗
$1.19B RAUM · 16 reps · 425-467-1011
85
REAGAN COMPANIES ASSET MANAGEMENT, INC — crossed $1B in regulatory AUM ($992.3M -> $1.16B). IAPD ↗
$1.16B RAUM · 4 reps · 315-673-2094 · reaganinvesting.com
85
ROTHSCHILD WEALTH LLC — crossed $1B in regulatory AUM ($751.1M -> $1.70B). IAPD ↗
$1.70B RAUM · 23 reps · 630-448-5711
85
ASA MANAGED ACCOUNT MANAGERS LLC — crossed $1B in regulatory AUM ($920.2M -> $1.06B). IAPD ↗
$1.06B RAUM · 0 reps · 952 847-2450 · asallc.com
85
MARSHALL + STERLING WEALTH ADVISORS, INC. — crossed $1B in regulatory AUM ($995.8M -> $1.59B). IAPD ↗
$1.59B RAUM · 9 reps · 845-554-1046
85
TEAMWORK FINANCIAL ADVISORS, LLC — crossed $1B in regulatory AUM ($800.5M -> $1.01B). IAPD ↗
$1.01B RAUM · 15 reps · 210-687-1333 · teamworkfinancial.com
85
ZEVIN ASSET MANAGEMENT, LLC — crossed $1B in regulatory AUM ($892.9M -> $1.02B). IAPD ↗
$1.02B RAUM · 9 reps · 617-742-6666 · zevin.com
85
THE JOSEPH GROUP CAPITAL MANAGEMENT — crossed $1B in regulatory AUM ($947.0M -> $1.09B). IAPD ↗
$1.09B RAUM · 15 reps · 614-228-4300
85
TREBUCHET CONSULTING, LLC — crossed $1B in regulatory AUM ($921.4M -> $1.08B). IAPD ↗
$1.08B RAUM · 7 reps · 412-388-0715 · trebuchetconsultingllc.com
85
RED OAK FINANCIAL GROUP — crossed $1B in regulatory AUM ($836.8M -> $1.04B). IAPD ↗
$1.04B RAUM · 6 reps · 410-321-0168
85
FI3 FINANCIAL ADVISORS, LLC — crossed $1B in regulatory AUM ($928.4M -> $1.14B). IAPD ↗
$1.14B RAUM · 21 reps · 317-426-8800 · twitter@fi3advisors.com
85
DE GROOTE FINANCIAL GROUP, LLC — crossed $1B in regulatory AUM ($750.6M -> $1.22B). IAPD ↗
$1.22B RAUM · 3 reps · (805) 230-0111
85
IBEX WEALTH ADVISORS, LLC — crossed $1B in regulatory AUM ($963.3M -> $1.28B). IAPD ↗
$1.28B RAUM · 5 reps · 908-849-4800
85
KERBERROSE WEALTH MANAGEMENT, LLC — crossed $1B in regulatory AUM ($909.8M -> $1.16B). IAPD ↗
$1.16B RAUM · 13 reps · 715.526.9400
85
LAFLEUR & GODFREY PRIVATE WEALTH MANAGEMENT — crossed $1B in regulatory AUM ($927.4M -> $1.02B). IAPD ↗
$1.02B RAUM · 6 reps · 616-942-1580 · lafleurgodfrey.com
85
VIRTUS ADVISERS, LLC — crossed $1B in regulatory AUM ($567.1M -> $1.42B). IAPD ↗
$1.42B RAUM · 7 reps · 800-248-7971 · corporate.virtus.com
85
EVERGREEN WEALTH — crossed $1B in regulatory AUM ($969.8M -> $1.18B). IAPD ↗
$1.18B RAUM · 6 reps · (217) 321-3210
85
FOURTHSTONE LLC — crossed $1B in regulatory AUM ($957.5M -> $1.22B). IAPD ↗
$1.22B RAUM · 7 reps · (800) 771-8071
85
CONCENTUS WEALTH ADVISORS — crossed $1B in regulatory AUM ($899.1M -> $1.08B). IAPD ↗
$1.08B RAUM · 9 reps · (610) 994-9190 · vimeo.com
85
LIQUID STRATEGIES, LLC — crossed $1B in regulatory AUM ($950.4M -> $1.45B). IAPD ↗
$1.45B RAUM · 5 reps · 800-970-2725 · overlayshares.com
85
SIVIA CAPITAL PARTNERS, LLC — crossed $1B in regulatory AUM ($640.8M -> $1.24B). IAPD ↗
$1.24B RAUM · 2 reps · (415) 231-7490 · siviacapital.com
85
FREEDOM 3 CAPITAL LLC — crossed $1B in regulatory AUM ($930.2M -> $1.05B). IAPD ↗
$1.05B RAUM · 13 reps · (212) 235-2160 · freedom3.com
85
VERDAD ADVISERS, L.P. — crossed $1B in regulatory AUM ($867.3M -> $1.18B). IAPD ↗
$1.18B RAUM · 8 reps · 202-251-6707
85
GEOMETRIC WEALTH ADVISORS, LLC — crossed $1B in regulatory AUM ($971.6M -> $1.33B). IAPD ↗
$1.33B RAUM · 9 reps · (973) 525-4901
85
LWM ADVISORY SERVICES, LLC — crossed $1B in regulatory AUM ($837.8M -> $1.09B). IAPD ↗
$1.09B RAUM · 8 reps · 954-474-7100 · lwmfl.com
85
ALASKA WEALTH ADVISORS — crossed $1B in regulatory AUM ($925.4M -> $1.16B). IAPD ↗
$1.16B RAUM · 16 reps · 907-272-7575
85
FORTIS CAPITAL MANAGEMENT LLC — crossed $1B in regulatory AUM ($775.9M -> $1.16B). IAPD ↗
$1.16B RAUM · 18 reps · 425-453-5010
85
IFG ADVISORS, LLC — crossed $1B in regulatory AUM ($818.0M -> $1.03B). IAPD ↗
$1.03B RAUM · 4 reps · 314-569-0500
85
GR FINANCIAL GROUP, LLC — crossed $1B in regulatory AUM ($981.5M -> $1.05B). IAPD ↗
$1.05B RAUM · 6 reps · 520-577-4711 · gr-financialgroup.com
85
L2 ASSET MANAGEMENT, LLC — crossed $1B in regulatory AUM ($819.6M -> $1.27B). IAPD ↗
$1.27B RAUM · 4 reps · 5083507150 · l2asset.com
85
AUSTIN WEALTH MANAGEMENT, LLC — crossed $1B in regulatory AUM ($766.4M -> $1.08B). IAPD ↗
$1.08B RAUM · 11 reps · 512-467-2000
85
WATERFRONT WEALTH INC. — crossed $1B in regulatory AUM ($890.0M -> $1.14B). IAPD ↗
$1.14B RAUM · 9 reps · 913-951-5800
85
OAK HARVEST INVESTMENT SERVICES — crossed $1B in regulatory AUM ($940.8M -> $1.14B). IAPD ↗
$1.14B RAUM · 19 reps · 281-822-1350
85
LINEWEAVER WEALTH ADVISORS — crossed $1B in regulatory AUM ($908.4M -> $1.08B). IAPD ↗
$1.08B RAUM · 7 reps · 216-520-1711 · ohioretire.com
85
SHARIAPORTFOLIO, INC. — crossed $1B in regulatory AUM ($260.9M -> $3.01B). IAPD ↗
$3.01B RAUM · 9 reps · 321-275-5125
85
LEAR INVESTMENT MANAGEMENT — crossed $1B in regulatory AUM ($805.7M -> $1.24B). IAPD ↗
$1.24B RAUM · 4 reps · (214) 445-5900
85
PROVIDENCE CAPITAL ADVISORS, LLC — crossed $1B in regulatory AUM ($916.3M -> $1.07B). IAPD ↗
$1.07B RAUM · 7 reps · (704) 215-4420 · providencecapitaladvisors.com
85
THE GLEASON GROUP, INC. — crossed $1B in regulatory AUM ($973.9M -> $1.61B). IAPD ↗
$1.61B RAUM · 5 reps · (502) 882-7300
85
INTEGRATED INVESTMENT CONSULTANTS, LLC — crossed $1B in regulatory AUM ($773.2M -> $1.08B). IAPD ↗
$1.08B RAUM · 10 reps · 866-433-3581 · integratedic.com
85
GOLDSTONE FINANCIAL GROUP, LLC — crossed $1B in regulatory AUM ($917.5M -> $1.05B). IAPD ↗
$1.05B RAUM · 13 reps · 630-620-9300
85
WAHED — crossed $1B in regulatory AUM ($842.6M -> $1.14B). IAPD ↗
$1.14B RAUM · 1 reps · 1-855-976-4747
85
BERKELEY CAPITAL PARTNERS, LLC — crossed $1B in regulatory AUM ($999.1M -> $1.10B). IAPD ↗
$1.10B RAUM · 9 reps · 678-690-8700 · berkeleycp.com
85
GIBBS WEALTH MANAGEMENT, LLC — crossed $1B in regulatory AUM ($639.2M -> $1.06B). IAPD ↗
$1.06B RAUM · 59 reps · 678-694-8770 · tfswealth.com
85
MARIETTA WEALTH MANAGEMENT, LLC — crossed $1B in regulatory AUM ($974.4M -> $1.39B). IAPD ↗
$1.39B RAUM · 9 reps · 404-549-6930
85
DGS CAPITAL MANAGEMENT — crossed $1B in regulatory AUM ($535.5M -> $1.05B). IAPD ↗
$1.05B RAUM · 7 reps · 646-992-4370 · dgs.capital
85
STERLING INVESTMENT COUNSEL, LLC — crossed $1B in regulatory AUM ($819.3M -> $1.03B). IAPD ↗
$1.03B RAUM · 8 reps · (716) 783-7054 · sterinv.com
85
ELEMENT POINTE FAMILY OFFICE — crossed $1B in regulatory AUM ($854.5M -> $1.22B). IAPD ↗
$1.22B RAUM · 9 reps · (786) 655-9790 · elementpointe.com
85
GLEN EAGLE ADVISORS, LLC — crossed $1B in regulatory AUM ($880.5M -> $1.03B). IAPD ↗
$1.03B RAUM · 17 reps · 609-631-8231
85
GOEHRING & ROZENCWAJG ASSOCIATES, LLC — crossed $1B in regulatory AUM ($726.2M -> $1.51B). IAPD ↗
$1.51B RAUM · 2 reps · 646-216-9777
85
VESTWELL ADVISORS LLC — crossed $1B in regulatory AUM ($427.1M -> $1.03B). IAPD ↗
$1.03B RAUM · 23 reps · 917-979-5358
85
CLARK ASSET MANAGEMENT, LLC — crossed $1B in regulatory AUM ($778.3M -> $1.32B). IAPD ↗
$1.32B RAUM · 6 reps · 603-237-1341
85
ISTO ADVISORS, LLC — crossed $1B in regulatory AUM ($871.6M -> $1.06B). IAPD ↗
$1.06B RAUM · 19 reps · 248-458-1100 · istoadvisors.com
85
MG&A WEALTH — crossed $1B in regulatory AUM ($801.7M -> $1.02B). IAPD ↗
$1.02B RAUM · 6 reps · 954-289-9000 · meggreen.com
85
FIDUCIARY FINANCIAL GROUP, LLC — crossed $1B in regulatory AUM ($865.2M -> $1.01B). IAPD ↗
$1.01B RAUM · 9 reps · 415-352-1100 · ffgwealth.com
85
JACKSON HOLE CAPITAL PARTNERS, LLC — crossed $1B in regulatory AUM ($967.5M -> $1.09B). IAPD ↗
$1.09B RAUM · 4 reps · 918-879-4698 · jacksonholepartners.com
85
WISS PRIVATE CLIENT ADVISORS, LLC — crossed $1B in regulatory AUM ($809.7M -> $1.22B). IAPD ↗
$1.22B RAUM · 9 reps · 973-577-2872 · wiss.com
85
ONE CHARLES PRIVATE WEALTH — crossed $1B in regulatory AUM ($936.4M -> $1.09B). IAPD ↗
$1.09B RAUM · 5 reps · 617-337-4208 · focusfinancialpartners.com
85
WEAVER CONSULTING GROUP, LLC — crossed $1B in regulatory AUM ($892.9M -> $1.05B). IAPD ↗
$1.05B RAUM · 4 reps · (714)536-4065
85
FINANCIAL PARTNERS GROUP, INC. — crossed $1B in regulatory AUM ($973.3M -> $1.15B). IAPD ↗
$1.15B RAUM · 9 reps · 913-826-6982
85
INTEGRITY ADVISORY SOLUTIONS — crossed $1B in regulatory AUM ($512.3M -> $1.10B). IAPD ↗
$1.10B RAUM · 108 reps · (214) 919-2165 · integritywealthsolutions.com
85
KPP ADVISORY SERVICES LLC — crossed $1B in regulatory AUM ($874.3M -> $1.24B). IAPD ↗
$1.24B RAUM · 25 reps · 502-394-0400 · kpp-lpl.com
85
HIGH PROBABILITY ADVISORS, LLC — crossed $1B in regulatory AUM ($813.4M -> $1.05B). IAPD ↗
$1.05B RAUM · 13 reps · 585-485-0135 · highprobabilityadvisors.com
85
STAGE HARBOR FINANCIAL — crossed $1B in regulatory AUM ($972.9M -> $1.10B). IAPD ↗
$1.10B RAUM · 8 reps · (781) 934-3130
85
LGL PARTNERS, LLC — crossed $1B in regulatory AUM ($847.9M -> $1.71B). IAPD ↗
$1.71B RAUM · 24 reps · 610-545-6100
85
CALIGAN PARTNERS — crossed $1B in regulatory AUM ($419.0M -> $1.09B). IAPD ↗
$1.09B RAUM · 3 reps · 646-859-8204 · caliganpartners.com
85
BRIO FINANCIAL GROUP — crossed $1B in regulatory AUM ($842.6M -> $1.06B). IAPD ↗
$1.06B RAUM · 13 reps · 415-623-2450 · briofg.com
85
CREDICORP CAPITAL ADVISORS LLC — crossed $1B in regulatory AUM ($983.4M -> $1.58B). IAPD ↗
$1.58B RAUM · 15 reps · 305-455-0975 · credicorpcapital.com
85
VESTIA PERSONAL WEALTH ADVISORS — crossed $1B in regulatory AUM ($827.3M -> $1.06B). IAPD ↗
$1.06B RAUM · 17 reps · 877-669-1126
85
HEIRLOOM WEALTH MANAGEMENT LLC — crossed $1B in regulatory AUM ($829.3M -> $1.11B). IAPD ↗
$1.11B RAUM · 17 reps · 720-328-2877 · heirloomwm.com
85
SOVEREIGN FINANCIAL GROUP, INC. — crossed $1B in regulatory AUM ($882.7M -> $1.08B). IAPD ↗
$1.08B RAUM · 23 reps · (888) 765-8180
85
QP GLOBAL FAMILY OFFICES, LLC — crossed $1B in regulatory AUM ($964.0M -> $1.05B). IAPD ↗
$1.05B RAUM · 5 reps · 646-828-8883
85
MCGUIRE WEALTH MANAGEMENT — crossed $1B in regulatory AUM ($819.0M -> $1.06B). IAPD ↗
$1.06B RAUM · 3 reps · 401-364-5000 · mcguirewealth.com
85
LAKE STREET — crossed $1B in regulatory AUM ($961.8M -> $1.16B). IAPD ↗
$1.16B RAUM · 6 reps · 312-766 7040 · clarity-fg.com
85
CENTURA WEALTH ADVISORY — crossed $1B in regulatory AUM ($769.1M -> $1.20B). IAPD ↗
$1.20B RAUM · 19 reps · 858-771-9500
85
DECISIONPOINT FINANCIAL, LLC — crossed $1B in regulatory AUM ($848.7M -> $1.22B). IAPD ↗
$1.22B RAUM · 14 reps · 480-553-6249 · dp457b.com
85
CALLODINE CAPITAL MANAGEMENT — crossed $1B in regulatory AUM ($787.3M -> $2.03B). IAPD ↗
$2.03B RAUM · 5 reps · 617-880-7494 · callodine.com
85
PRINCIPAL ADVISED SERVICES — crossed $1B in regulatory AUM ($887.3M -> $1.42B). IAPD ↗
$1.42B RAUM · 230 reps · 866-412-0770
85
DURATION ASSET MANAGEMENT, LLC — crossed $1B in regulatory AUM ($467.3M -> $1.58B). IAPD ↗
$1.58B RAUM · 2 reps · (214) 420-0300
85
TALON LLC — crossed $1B in regulatory AUM ($876.9M -> $1.06B). IAPD ↗
$1.06B RAUM · 8 reps · (352) 751-3200 · guardingyournestegg.com
85
JOURNEY WEALTH MANAGEMENT — crossed $1B in regulatory AUM ($940.7M -> $1.39B). IAPD ↗
$1.39B RAUM · 17 reps · 216-468-1333 · fsmwealthadvisors.com
85
MATTERN CAPITAL MANAGEMENT, LLC — crossed $1B in regulatory AUM ($998.9M -> $1.07B). IAPD ↗
$1.07B RAUM · 7 reps · 720-710-2934
85
KINTRA WEALTH, LLC — crossed $1B in regulatory AUM ($460.9M -> $1.50B). IAPD ↗
$1.50B RAUM · 28 reps · 570-601-6960 · evergreenwealthsolutions.com
85
HOHIMER WEALTH MANAGEMENT, LLC — crossed $1B in regulatory AUM ($993.7M -> $1.26B). IAPD ↗
$1.26B RAUM · 10 reps · 206-709-5955
85
BASS AND BELL, INC. — crossed $1B in regulatory AUM ($874.6M -> $1.02B). IAPD ↗
$1.02B RAUM · 6 reps · 501-664-4170 · bassandbell.com
85
CW INVESTMENT ADVISERS, LLC — crossed $1B in regulatory AUM ($884.0M -> $1.08B). IAPD ↗
$1.08B RAUM · 28 reps · 626-788-2305
85
SEEDS — crossed $1B in regulatory AUM ($485.6M -> $1.00B). IAPD ↗
$1.00B RAUM · 5 reps · (212) 287-7370
85
SITTNER & NELSON, LLC — crossed $1B in regulatory AUM ($900.0M -> $1.05B). IAPD ↗
$1.05B RAUM · 4 reps · 541-636-4001 · sittnerandnelson.com
85
THE KELLY GROUP — crossed $1B in regulatory AUM ($953.2M -> $1.13B). IAPD ↗
$1.13B RAUM · 13 reps · 410-893-0560
85
CHILDRESS CAPITAL ADVISORS, LLC — crossed $1B in regulatory AUM ($826.2M -> $1.21B). IAPD ↗
$1.21B RAUM · 3 reps · 832-404-2104
85
HERITAGE CAPITAL ADVISORS, LLC — crossed $1B in regulatory AUM ($672.5M -> $1.26B). IAPD ↗
$1.26B RAUM · 1 reps · 303-670-9761 · info@heritagecapitalresearch.com
85
PIVOTAL ADVISORS LLC — crossed $1B in regulatory AUM ($412.3M -> $1.07B). IAPD ↗
$1.07B RAUM · 1 reps · 646-535-1097 · pivotal-advisors.com
85
CORVUS WEALTH ADVISORS LLC — crossed $1B in regulatory AUM ($870.6M -> $1.08B). IAPD ↗
$1.08B RAUM · 11 reps · 805-434-2608 · corvuswealth.com
85
SNOWWATER INVESTMENT PARTNERS, LLC — crossed $1B in regulatory AUM ($795.0M -> $1.30B). IAPD ↗
$1.30B RAUM · 2 reps · (203) 997-6670 · snowwaterinvestments.com
85
ASPIRE GROWTH PARTNERS LLC — crossed $1B in regulatory AUM ($992.5M -> $1.19B). IAPD ↗
$1.19B RAUM · 3 reps · (330) 239-1776
85
RHO TREASURY — crossed $1B in regulatory AUM ($704.2M -> $1.89B). IAPD ↗
$1.89B RAUM · 1 reps · (855) 743-8746 · rho.co
85
THEPARTNERS WEALTH MANAGEMENT — crossed $1B in regulatory AUM ($454.5M -> $1.18B). IAPD ↗
$1.18B RAUM · 31 reps · 800-324-3010 · wilkinswealthmanagement.com
85
POINTOAK RETIREMENT ADVISORS — crossed $1B in regulatory AUM ($818.7M -> $1.08B). IAPD ↗
$1.08B RAUM · 3 reps · 703-595-4444
85
DOUBLE EAGLE FAMILY OFFICES, LLC — crossed $1B in regulatory AUM ($530.9M -> $1.40B). IAPD ↗
$1.40B RAUM · 6 reps · 817-928-3260
85
VANTAGE FINANCIAL PARTNERS, LLC — crossed $1B in regulatory AUM ($810.7M -> $1.02B). IAPD ↗
$1.02B RAUM · 12 reps · 262-439-8587 · vantagefinancialwi.com
85
VERTEX PARTNERS — crossed $1B in regulatory AUM ($827.9M -> $1.01B). IAPD ↗
$1.01B RAUM · 13 reps · 630-836-3300
85
FORTITUDE FAMILY OFFICE — crossed $1B in regulatory AUM ($893.7M -> $1.00B). IAPD ↗
$1.00B RAUM · 13 reps · (602) 834-0089
85
ADVYZON INVESTMENT MANAGEMENT, LLC — crossed $1B in regulatory AUM ($502.4M -> $1.68B). IAPD ↗
$1.68B RAUM · 3 reps · 844-340-1898
85
49 FINANCIAL — crossed $1B in regulatory AUM ($871.4M -> $1.40B). IAPD ↗
$1.40B RAUM · 128 reps · 214-563-1190
85
BREAKWATER CAPITAL GROUP — crossed $1B in regulatory AUM ($843.4M -> $1.02B). IAPD ↗
$1.02B RAUM · 4 reps · (551) 342-3733 · breakwatercapitalgroup.com
85
APOLLON FINANCIAL, LLC — crossed $1B in regulatory AUM ($890.4M -> $1.45B). IAPD ↗
$1.45B RAUM · 18 reps · 843-579-0018 · apollonfinancial.com
85
SOLLINDA CAPITAL MANAGEMENT LLC — crossed $1B in regulatory AUM ($909.4M -> $1.02B). IAPD ↗
$1.02B RAUM · 15 reps · 8446621211
85
BUCK WEALTH STRATEGIES, LLC — crossed $1B in regulatory AUM ($565.4M -> $1.64B). IAPD ↗
$1.64B RAUM · 39 reps · 888-210-6567
85
SHERMAN PORTFOLIOS — crossed $1B in regulatory AUM ($581.6M -> $1.56B). IAPD ↗
$1.56B RAUM · 3 reps · 800-634-2008 · shermanportfolios.com
85
SMITH BROTHERS FINANCIAL, LLC — crossed $1B in regulatory AUM ($999.2M -> $1.11B). IAPD ↗
$1.11B RAUM · 6 reps · (800) 426-6946 · smithbrothersfs.com
85
JOCELYN INVESTMENT MANAGEMENT, LLC — crossed $1B in regulatory AUM ($919.7M -> $1.01B). IAPD ↗
$1.01B RAUM · 2 reps · 415-256-1795 · jocelyninvestment.com
85
UPTICK PARTNERS, LLC — crossed $1B in regulatory AUM ($688.1M -> $1.06B). IAPD ↗
$1.06B RAUM · 25 reps · (936) 800-0800
85
SECOND LINE CAPITAL, LLC — crossed $1B in regulatory AUM ($723.0M -> $1.32B). IAPD ↗
$1.32B RAUM · 24 reps · 504-321-0923
85
BLUESTEM WEALTH PARTNERS, LLC — crossed $1B in regulatory AUM ($968.0M -> $1.12B). IAPD ↗
$1.12B RAUM · 18 reps · 612-464-0372
85
VICTORY FINANCIAL — crossed $1B in regulatory AUM ($687.6M -> $1.34B). IAPD ↗
$1.34B RAUM · 47 reps · (512) 763-7671 · steadfastwealthplanning.com
85
COREVISION FINANCIAL GROUP — crossed $1B in regulatory AUM ($352.3M -> $1.15B). IAPD ↗
$1.15B RAUM · 6 reps · 317-398-8200 · corevisionfg.com
85
BRIDGEPORT FINANCIAL SOLUTIONS — crossed $1B in regulatory AUM ($484.5M -> $1.05B). IAPD ↗
$1.05B RAUM · 9 reps · 877-411-2737 · bridgeport.financial
85
FARTHER ASSET MANAGEMENT, LLC — crossed $1B in regulatory AUM ($290.6M -> $2.91B). IAPD ↗
$2.91B RAUM · 5 reps · 628-246-8004
85
FIDUCIARY BENEFITS GROUP — crossed $1B in regulatory AUM ($843.4M -> $1.07B). IAPD ↗
$1.07B RAUM · 3 reps · 844-967-8491 · fiduciarybenefitsgroup.com
85
THREE SEASONS WEALTH — crossed $1B in regulatory AUM ($361.7M -> $1.23B). IAPD ↗
$1.23B RAUM · 7 reps · 801-662-0585 · threeseasonswealth.com
85
FORM WEALTH ADVISORS, LLC — crossed $1B in regulatory AUM ($932.3M -> $1.06B). IAPD ↗
$1.06B RAUM · 8 reps · 262-686-3005
85
TRIAD WEALTH PARTNERS, LLC — crossed $1B in regulatory AUM ($425.0M -> $1.53B). IAPD ↗
$1.53B RAUM · 33 reps · 785-830-0000
85
AC WEALTH PARTNERS — crossed $1B in regulatory AUM ($466.4M -> $1.07B). IAPD ↗
$1.07B RAUM · 3 reps · 1-800-461-3205 · acwealthpartners.com
85
LEGACY EDGE ADVISORS — crossed $1B in regulatory AUM ($896.2M -> $1.23B). IAPD ↗
$1.23B RAUM · 16 reps · 516-447-4200
85
CRUSONIA WEALTH ADVISORS LLC — crossed $1B in regulatory AUM ($161.3M -> $1.18B). IAPD ↗
$1.18B RAUM · 14 reps · 303-810-6366 · advisorfind.com
85
ALLEGIANT WEALTH ADVISORS, LLC — crossed $1B in regulatory AUM ($956.5M -> $1.17B). IAPD ↗
$1.17B RAUM · 2 reps · (918) 623-4500 · allegiantwealth.com
85
BEARING POINT CAPITAL — crossed $1B in regulatory AUM ($907.5M -> $1.11B). IAPD ↗
$1.11B RAUM · 4 reps · 952-800-6301 · bearingpointcap.com
85
BURLING WEALTH PARTNERS — crossed $1B in regulatory AUM ($768.0M -> $1.00B). IAPD ↗
$1.00B RAUM · 7 reps · 1-312-825-0262 · burlingwp.com
85
PITCAIRN — crossed $1B in regulatory AUM ($775.8M -> $5.87B). IAPD ↗
$5.87B RAUM · 37 reps · 215-881-6144
85
BASECAMP WEALTH ADVISORS, LLC — crossed $1B in regulatory AUM ($882.3M -> $1.08B). IAPD ↗
$1.08B RAUM · 4 reps · 425-553-0031 · basecampwealthadvisors.com
85
LATHROP INVESTMENT MANAGEMENT COMPANY — crossed $1B in regulatory AUM ($937.1M -> $1.01B). IAPD ↗
$1.01B RAUM · 3 reps · 501-227-4930 · limc.com
85
VERITA STRATEGIC WEALTH PARTNERS, LLC — crossed $1B in regulatory AUM ($854.8M -> $1.01B). IAPD ↗
$1.01B RAUM · 5 reps · 4155204345 · veritawealth.com
85
MARBLE WEALTH, LLC — crossed $1B in regulatory AUM ($894.6M -> $1.05B). IAPD ↗
$1.05B RAUM · 5 reps · (334) 679-4800
85
PIVOT CAPITAL PARTNERS LLC — crossed $1B in regulatory AUM ($139.0M -> $1.40B). IAPD ↗
$1.40B RAUM · 1 reps · 888-585-9981 · pivotcapitalllc.com
85
OPENARC CORPORATE ADVISORY, LLC — crossed $1B in regulatory AUM ($443.7M -> $10.09B). IAPD ↗
$10.09B RAUM · 80 reps · 844-648-6001
70
BARRETT & COMPANY — crossed $500M in regulatory AUM ($453.5M -> $529.7M). IAPD ↗
$529.7M RAUM · 4 reps · 401-351-1000 · barrettandcompany.com
70
CARL P. SHERR & CO., LLC — crossed $500M in regulatory AUM ($450.5M -> $505.4M). IAPD ↗
$505.4M RAUM · 3 reps · 508-791-7126
70
FIDUCIARY ADVISORS, LLC — crossed $500M in regulatory AUM ($464.5M -> $520.2M). IAPD ↗
$520.2M RAUM · 1 reps · 801-492-7341 · fiduciaryadvisors.com
70
CHASE INVESTMENT COUNSEL CORPORATION — crossed $500M in regulatory AUM ($452.2M -> $509.8M). IAPD ↗
$509.8M RAUM · 6 reps · 434-293-9104
70
PEGASUS ASSET MANAGEMENT INC — crossed $500M in regulatory AUM ($473.2M -> $553.6M). IAPD ↗
$553.6M RAUM · 3 reps · 845-369-9422 · pegasusassetmgt.com
70
HEROLD ADVISORS, INC. — crossed $500M in regulatory AUM ($489.7M -> $540.2M). IAPD ↗
$540.2M RAUM · 8 reps · 212-371-3950 · heroldlantern.com
70
DOVER PARTNERS INC — crossed $500M in regulatory AUM ($456.1M -> $508.6M). IAPD ↗
$508.6M RAUM · 4 reps · 937-299-4105 · dover-consulting.com
70
SEARCY FINANCIAL SERVICES, INC. — crossed $500M in regulatory AUM ($447.7M -> $514.0M). IAPD ↗
$514.0M RAUM · 9 reps · 913-814-3800 · searcyfinancial.com
70
CONIFER INVESTMENTS LTD — crossed $500M in regulatory AUM ($465.8M -> $524.0M). IAPD ↗
$524.0M RAUM · 3 reps · 860-761-1041
70
WEINBERGER ASSET MANAGEMENT, INC — crossed $500M in regulatory AUM ($443.9M -> $503.6M). IAPD ↗
$503.6M RAUM · 3 reps · 310-442-8472 · wamasset.com
70
ESSENTIAL PLANNING, LLC — crossed $500M in regulatory AUM ($439.7M -> $524.4M). IAPD ↗
$524.4M RAUM · 3 reps · 603-427-5164 · essential-planning.com
70
WELCH CAPITAL PARTNERS LLC — crossed $500M in regulatory AUM ($480.9M -> $506.2M). IAPD ↗
$506.2M RAUM · 4 reps · 212-754-6077 · welchcapital.com
70
INVESTORS ASSET MANAGEMENT OF GEORGIA INC — crossed $500M in regulatory AUM ($401.3M -> $502.0M). IAPD ↗
$502.0M RAUM · 7 reps · 770-394-5619 · investorsassetmanagement.com
70
AVALON CAPITAL MANAGEMENT — crossed $500M in regulatory AUM ($487.4M -> $582.2M). IAPD ↗
$582.2M RAUM · 3 reps · 650-306-1500 · avaloncapital.com
70
SHOKER INVESTMENTS — crossed $500M in regulatory AUM ($420.7M -> $510.8M). IAPD ↗
$510.8M RAUM · 2 reps · 513-524-1776
70
PINNACLE INVESTMENT ADVISORS — crossed $500M in regulatory AUM ($455.2M -> $508.3M). IAPD ↗
$508.3M RAUM · 6 reps · 918-582-6864 · pinnacleholdings.net
70
KEIDAN FINANCIAL CONSULTANTS LLC — crossed $500M in regulatory AUM ($496.3M -> $574.9M). IAPD ↗
$574.9M RAUM · 2 reps · 614-469-5003 · keidanfinancial.com
70
AVISO WEALTH MANAGEMENT — crossed $500M in regulatory AUM ($494.9M -> $621.3M). IAPD ↗
$621.3M RAUM · 9 reps · 877-633-1210 · avisowealthmanagement.com
70
SMH CAPITAL ADVISORS LLC — crossed $500M in regulatory AUM ($419.7M -> $503.1M). IAPD ↗
$503.1M RAUM · 2 reps · 817-569-7000 · smhca.com
70
ENDOWMENT WEALTH MANAGEMENT, INC. — crossed $500M in regulatory AUM ($427.6M -> $609.2M). IAPD ↗
$609.2M RAUM · 10 reps · 920-785-6010
70
HALTER FERGUSON FINANCIAL INC — crossed $500M in regulatory AUM ($487.8M -> $705.0M). IAPD ↗
$705.0M RAUM · 7 reps · 317-875-0202
70
STEGINSKY CAPITAL LLC — crossed $500M in regulatory AUM ($477.0M -> $599.0M). IAPD ↗
$599.0M RAUM · 1 reps · 212-683-1700 · steginsky.com
70
HARVEST INVESTMENT CONSULTANTS LLC — crossed $500M in regulatory AUM ($491.6M -> $549.0M). IAPD ↗
$549.0M RAUM · 5 reps · 410-561-9040
70
PEAK FINANCIAL MANAGEMENT INC — crossed $500M in regulatory AUM ($452.7M -> $534.4M). IAPD ↗
$534.4M RAUM · 7 reps · (781) 487-9500 · peak-financial.com
70
ENRICH FINANCIAL PARTNERS LLC — crossed $500M in regulatory AUM ($478.5M -> $556.8M). IAPD ↗
$556.8M RAUM · 4 reps · 608-275-3442
70
DELTA WEALTH MANAGEMENT — crossed $500M in regulatory AUM ($484.8M -> $522.5M). IAPD ↗
$522.5M RAUM · 1 reps · (209) 224-8534
70
NORTHERN CAPITAL MANAGEMENT, INC. — crossed $500M in regulatory AUM ($462.2M -> $526.7M). IAPD ↗
$526.7M RAUM · 8 reps · 509-456-2526 · northernwelcome.com
70
AFFILIATED PRIVATE INVESTORS LLC — crossed $500M in regulatory AUM ($486.0M -> $533.7M). IAPD ↗
$533.7M RAUM · 2 reps · 5613188710
70
WHITE PINE INVESTMENT CO — crossed $500M in regulatory AUM ($465.8M -> $532.3M). IAPD ↗
$532.3M RAUM · 3 reps · 734-464-2532
70
CONSULTIVA WEALTH MANAGEMENT, CORP. — crossed $500M in regulatory AUM ($429.7M -> $532.7M). IAPD ↗
$532.7M RAUM · 18 reps · 787-763-5868 · consultiva.com
70
GRAYBILL WEALTH MANAGEMENT, LTD. — crossed $500M in regulatory AUM ($426.6M -> $525.8M). IAPD ↗
$525.8M RAUM · 2 reps · 630-941-9460 · graybillwealth.com
70
IAS WEALTH MANAGEMENT, INC. — crossed $500M in regulatory AUM ($495.6M -> $549.0M). IAPD ↗
$549.0M RAUM · 5 reps · 281-364-0606 · iaswealth.com
70
MWA FINANCIAL SERVICES, INC. — crossed $500M in regulatory AUM ($376.9M -> $640.0M). IAPD ↗
$640.0M RAUM · 164 reps · 309-558-3100
70
ACCESS WEALTH — crossed $500M in regulatory AUM ($490.4M -> $539.1M). IAPD ↗
$539.1M RAUM · 6 reps · 973-740-2400 · access-wealth.com
70
SUMMA CORP. — crossed $500M in regulatory AUM ($458.9M -> $587.2M). IAPD ↗
$587.2M RAUM · 2 reps · 281-362-9977
70
GALLACHER CAPITAL MANAGEMENT, LLC — crossed $500M in regulatory AUM ($487.8M -> $539.0M). IAPD ↗
$539.0M RAUM · 10 reps · 303-708-1640 · gallachercapital.com
70
CAPITAL INVESTMENT MANAGEMENT, INC — crossed $500M in regulatory AUM ($477.1M -> $558.9M). IAPD ↗
$558.9M RAUM · 4 reps · 816-246-1212 · cimretirementpros.com
70
MORRIS FINANCIAL CONCEPTS, INC. — crossed $500M in regulatory AUM ($469.1M -> $538.4M). IAPD ↗
$538.4M RAUM · 9 reps · 843-884-6192
70
WEALTH ADVISORS OF IOWA, LLC — crossed $500M in regulatory AUM ($453.1M -> $539.4M). IAPD ↗
$539.4M RAUM · 4 reps · 515-200-7812
70
ROBERTSON INVESTMENT MANAGEMENT — crossed $500M in regulatory AUM ($273.1M -> $534.1M). IAPD ↗
$534.1M RAUM · 10 reps · 713-622-4077 · robertsonwealth.com
70
DEAN, JACOBSON FINANCIAL SERVICES — crossed $500M in regulatory AUM ($467.3M -> $519.4M). IAPD ↗
$519.4M RAUM · 7 reps · 817-335-3214 · deanjacobson.com
70
JACOBSEN CAPITAL MANAGEMENT — crossed $500M in regulatory AUM ($474.6M -> $562.9M). IAPD ↗
$562.9M RAUM · 2 reps · 801-746-7171 · jacobsencapital.com
70
BENEDICT FINANCIAL ADVISORS, INC. — crossed $500M in regulatory AUM ($475.0M -> $529.4M). IAPD ↗
$529.4M RAUM · 5 reps · 770-671-8228
70
STILES FINANCIAL SERVICES, INC. — crossed $500M in regulatory AUM ($439.3M -> $548.7M). IAPD ↗
$548.7M RAUM · 8 reps · 952-988-0452
70
PINNACLE WEALTH ADVISORS — crossed $500M in regulatory AUM ($461.4M -> $549.7M). IAPD ↗
$549.7M RAUM · 14 reps · 503-654-5100 · thinkpinnacle.com.
70
SQUIRE WEALTH ADVISORS — crossed $500M in regulatory AUM ($493.9M -> $586.7M). IAPD ↗
$586.7M RAUM · 13 reps · 801-226-7722 · squireinvestment.com
70
NORTHSTAR FINANCIAL COMPANIES, INC. — crossed $500M in regulatory AUM ($443.3M -> $519.0M). IAPD ↗
$519.0M RAUM · 5 reps · 610-629-6100 · northstarfci.com
70
PERCEPTIVE EDGE INVESTMENT MANAGEMENT, INC. — crossed $500M in regulatory AUM ($454.7M -> $505.0M). IAPD ↗
$505.0M RAUM · 4 reps · 952-476-2770 · perceptive-edge.com
70
SAPERE WEALTH MANAGEMENT, LLC — crossed $500M in regulatory AUM ($346.2M -> $604.8M). IAPD ↗
$604.8M RAUM · 1 reps · 704-321-5244 · sapere.com
70
DELTA FINANCIAL ADVISORS, L.L.C. — crossed $500M in regulatory AUM ($429.7M -> $592.3M). IAPD ↗
$592.3M RAUM · 3 reps · 504 522-9019 · deltafinad.com
70
MATSON FINANCIAL ADVISORS, INC. — crossed $500M in regulatory AUM ($446.9M -> $518.9M). IAPD ↗
$518.9M RAUM · 5 reps · 203-743-0131
70
FINANCIAL PLANS & STRATEGIES, INC. — crossed $500M in regulatory AUM ($460.5M -> $610.6M). IAPD ↗
$610.6M RAUM · 5 reps · 317-882-7675 · finplans.com
70
ACKERMAN CAPITAL MANAGEMENT — crossed $500M in regulatory AUM ($477.2M -> $604.0M). IAPD ↗
$604.0M RAUM · 3 reps · 214-361-5383
70
HEDEKER WEALTH LLC — crossed $500M in regulatory AUM ($470.1M -> $595.1M). IAPD ↗
$595.1M RAUM · 2 reps · 847-913-5594
70
WISER WEALTH MANAGEMENT, INC — crossed $500M in regulatory AUM ($404.6M -> $513.6M). IAPD ↗
$513.6M RAUM · 5 reps · 678-905-4450
70
PRUDENT INVESTORS — crossed $500M in regulatory AUM ($409.3M -> $515.8M). IAPD ↗
$515.8M RAUM · 3 reps · 760-597-9255
70
BEACON INVESTMENT ADVISORS LLC — crossed $500M in regulatory AUM ($337.6M -> $541.9M). IAPD ↗
$541.9M RAUM · 1 reps · 301-670-1700 · beaconadvisors.net
70
OLIVER CAPITAL MANAGEMENT — crossed $500M in regulatory AUM ($422.3M -> $505.5M). IAPD ↗
$505.5M RAUM · 1 reps · 206-775-7500 · olivercapital.com
70
PERSIUM ADVISORS, LLC — crossed $500M in regulatory AUM ($456.3M -> $583.6M). IAPD ↗
$583.6M RAUM · 11 reps · 678-322-3000 · persiumgroup.com
70
MAINSAIL ASSET MANAGEMENT, LLC — crossed $500M in regulatory AUM ($410.1M -> $598.8M). IAPD ↗
$598.8M RAUM · 4 reps · 205-536-7776 · investprudently.com
70
GRAY PRIVATE WEALTH, LLC — crossed $500M in regulatory AUM ($465.4M -> $540.7M). IAPD ↗
$540.7M RAUM · 4 reps · 781.232.2020 · grayprivatewealth.com
70
MEZZASALMA ADVISORS — crossed $500M in regulatory AUM ($342.2M -> $534.4M). IAPD ↗
$534.4M RAUM · 5 reps · 732-842-1120 · mezzadvisors.com
70
HOGANTAYLOR WEALTH — crossed $500M in regulatory AUM ($496.8M -> $592.8M). IAPD ↗
$592.8M RAUM · 6 reps · 918.388.2690 · hogantaylorwealth.com
70
WEALTHCREST FINANCIAL SERVICES, LLC — crossed $500M in regulatory AUM ($426.0M -> $507.5M). IAPD ↗
$507.5M RAUM · 5 reps · 703-372-1717 · wealthcrest.com
70
NORTH SHORE PRIVATE ASSET MANAGEMENT, LLC — crossed $500M in regulatory AUM ($474.5M -> $572.6M). IAPD ↗
$572.6M RAUM · 4 reps · 888-375-4918
70
RIVERSTONE ADVISORS, LLC — crossed $500M in regulatory AUM ($390.2M -> $640.9M). IAPD ↗
$640.9M RAUM · 3 reps · 914 722-1700
70
UHLER VERTICH WHITE ADVISORS — crossed $500M in regulatory AUM ($466.8M -> $513.7M). IAPD ↗
$513.7M RAUM · 6 reps · 239-936-6300 · uvwadvisors.com
70
ANDREWS, LUCIA WEALTH MANAGEMENT LLC — crossed $500M in regulatory AUM ($496.8M -> $543.5M). IAPD ↗
$543.5M RAUM · 1 reps · 925-837-8355 · luciawealth.com
70
NEW CAPITAL MANAGEMENT, LP — crossed $500M in regulatory AUM ($465.8M -> $533.5M). IAPD ↗
$533.5M RAUM · 2 reps · 713-874-1444 · newcapitalmgmt.com
70
TSP CAPITAL MANAGEMENT GROUP, LLC — crossed $500M in regulatory AUM ($387.0M -> $553.3M). IAPD ↗
$553.3M RAUM · 2 reps · 908-273-2105 · tspcapitalmgt.com
70
MADISON ADVISORY SERVICES, INC. — crossed $500M in regulatory AUM ($428.9M -> $509.7M). IAPD ↗
$509.7M RAUM · 11 reps · 914-328-8558 · madisonplanning.com
70
HEADWATER INVESTMENT CONSULTING,INC. — crossed $500M in regulatory AUM ($466.3M -> $543.0M). IAPD ↗
$543.0M RAUM · 5 reps · 503-565-2100
70
WELLSPRING WEALTH MANAGEMENT LLC — crossed $500M in regulatory AUM ($498.2M -> $584.8M). IAPD ↗
$584.8M RAUM · 5 reps · 770-410-4088
70
CAPITAL MARKETS IQ, LLC — crossed $500M in regulatory AUM ($450.9M -> $571.4M). IAPD ↗
$571.4M RAUM · 20 reps · 310.882.6380
70
STRATHMORE CAPITAL ADVISORS — crossed $500M in regulatory AUM ($455.9M -> $805.0M). IAPD ↗
$805.0M RAUM · 11 reps · 704-364-4241
70
GENERATIONAL WEALTH ADVISORS — crossed $500M in regulatory AUM ($392.5M -> $568.8M). IAPD ↗
$568.8M RAUM · 11 reps · 972-378-1795 · generationalwealthadv.com
70
EDGE FINANCIAL ADVISORS, LLC — crossed $500M in regulatory AUM ($379.3M -> $512.5M). IAPD ↗
$512.5M RAUM · 8 reps · 630-221-1000
70
BROADLEAF PARTNERS, LLC — crossed $500M in regulatory AUM ($494.7M -> $551.3M). IAPD ↗
$551.3M RAUM · 4 reps · 330-650-0921
70
CRESCAT PORTFOLIO MANAGEMENT LLC — crossed $500M in regulatory AUM ($223.8M -> $536.1M). IAPD ↗
$536.1M RAUM · 6 reps · 303-271-9997 · crescat.net
70
5TH STREET ADVISORS, LLC — crossed $500M in regulatory AUM ($446.8M -> $524.5M). IAPD ↗
$524.5M RAUM · 5 reps · 203-327-1212 · 5thstreetadvisors.com
70
CONCORDE ASSET MANAGEMENT, LLC — crossed $500M in regulatory AUM ($489.9M -> $598.4M). IAPD ↗
$598.4M RAUM · 67 reps · 248-824-6710 · concordeis.com
70
THE CAPITAL ADVISORY GROUP ADVISORY SERVICES, LLC — crossed $500M in regulatory AUM ($402.8M -> $538.8M). IAPD ↗
$538.8M RAUM · 7 reps · 952-831-8243 · brettmachtig.com
70
MEASURED RISK PORTFOLIOS — crossed $500M in regulatory AUM ($400.0M -> $597.2M). IAPD ↗
$597.2M RAUM · 4 reps · 858-935-1125 · kingsroadinc.com
70
PEIRCE CAPITAL MANAGEMENT, LLC — crossed $500M in regulatory AUM ($456.8M -> $534.1M). IAPD ↗
$534.1M RAUM · 5 reps · (281) 858-3524 · peircecap.com
70
FINANCIAL INNOVATIONS, LLC — crossed $500M in regulatory AUM ($400.1M -> $535.2M). IAPD ↗
$535.2M RAUM · 2 reps · 404-458-0065 · financialinnovations.biz
70
MKD WEALTH — crossed $500M in regulatory AUM ($425.8M -> $505.7M). IAPD ↗
$505.7M RAUM · 5 reps · 248-418-5100
70
CAPITAL INNOVATIONS, LLC — crossed $500M in regulatory AUM ($372.9M -> $806.7M). IAPD ↗
$806.7M RAUM · 4 reps · 262-746-3100 · capinnovations.com
70
ARISTON SERVICES GROUP, LLC — crossed $500M in regulatory AUM ($490.8M -> $527.0M). IAPD ↗
$527.0M RAUM · 3 reps · 619-241-2326 · aristonservicesgroup.com
70
GATOR CAPITAL MANAGEMENT, LLC — crossed $500M in regulatory AUM ($367.7M -> $751.1M). IAPD ↗
$751.1M RAUM · 3 reps · (813) 282-7870 · gatorcapital.com
70
MCLAUGHLIN RYDER INVESTMENTS, INC. — crossed $500M in regulatory AUM ($471.6M -> $522.1M). IAPD ↗
$522.1M RAUM · 2 reps · 703-684-9222 · mclaughlinryder.com
70
PARKSHORE WEALTH MANAGEMENT — crossed $500M in regulatory AUM ($455.4M -> $517.9M). IAPD ↗
$517.9M RAUM · 4 reps · 916-797-3007 · parkshorewealth.com
70
OLD WEST INVESTMENT MANAGEMENT, LLC — crossed $500M in regulatory AUM ($476.5M -> $915.7M). IAPD ↗
$915.7M RAUM · 8 reps · (213) 943-1740 · oldwestim.com
70
A & I WEALTH MANAGEMENT — crossed $500M in regulatory AUM ($463.9M -> $560.0M). IAPD ↗
$560.0M RAUM · 9 reps · 303-690-5070
70
HFG WEALTH MANAGEMENT, LLC — crossed $500M in regulatory AUM ($460.7M -> $505.6M). IAPD ↗
$505.6M RAUM · 6 reps · 832-585-0110 · hfgwm.com
70
CONVERGENCE INVESTMENT PARTNERS, LLC — crossed $500M in regulatory AUM ($464.8M -> $523.6M). IAPD ↗
$523.6M RAUM · 4 reps · 561-494-8001
70
PARADIGM WEALTH MANAGEMENT, LLC — crossed $500M in regulatory AUM ($475.6M -> $563.4M). IAPD ↗
$563.4M RAUM · 6 reps · 440-892-5900 · investpwm.com
70
RESTON WEALTH MANAGEMENT — crossed $500M in regulatory AUM ($477.1M -> $589.9M). IAPD ↗
$589.9M RAUM · 3 reps · 703-481-2280 · financialfieldnotes.com
70
AIS PLANNING — crossed $500M in regulatory AUM ($485.1M -> $591.0M). IAPD ↗
$591.0M RAUM · 9 reps · (320) 252-6552
70
WELLINGTON SHIELDS & CO., LLC — crossed $500M in regulatory AUM ($470.9M -> $546.0M). IAPD ↗
$546.0M RAUM · 15 reps · 212-320-2000 · wellingtonshields.com
70
DLK INVESTMENT MANAGEMENT — crossed $500M in regulatory AUM ($435.0M -> $524.0M). IAPD ↗
$524.0M RAUM · 5 reps · 858.433.3200
70
DENTIST ADVISORS — crossed $500M in regulatory AUM ($461.8M -> $504.0M). IAPD ↗
$504.0M RAUM · 9 reps · 801-748-1243
70
EVERGREEN ADVISORS, LLC — crossed $500M in regulatory AUM ($464.9M -> $522.8M). IAPD ↗
$522.8M RAUM · 3 reps · 423-933-1814 · evergreenadvisors.com
70
DECKER WEALTH MANAGEMENT, LLC — crossed $500M in regulatory AUM ($411.6M -> $566.2M). IAPD ↗
$566.2M RAUM · 6 reps · 615-212-2958 · deckerwealth.com
70
FOUNTAINHEAD FINANCIAL, LLC — crossed $500M in regulatory AUM ($453.5M -> $543.2M). IAPD ↗
$543.2M RAUM · 2 reps · 312-222-9840 · fountainheadfinancial.us
70
LATITUDE ADVISORS, LLC — crossed $500M in regulatory AUM ($379.5M -> $566.5M). IAPD ↗
$566.5M RAUM · 65 reps · 630-553-3730 · latitudefinancial.net
70
DREXEL MORGAN & CO. — crossed $500M in regulatory AUM ($469.0M -> $607.0M). IAPD ↗
$607.0M RAUM · 2 reps · 484-254-4306 · drexelmorgan.com
70
NCM CAPITAL MANAGEMENT, LLC — crossed $500M in regulatory AUM ($430.7M -> $539.4M). IAPD ↗
$539.4M RAUM · 3 reps · (201) 529-1429
70
BULLDOG INVESTORS, LLP — crossed $500M in regulatory AUM ($456.0M -> $561.0M). IAPD ↗
$561.0M RAUM · 3 reps · 201-556-0092 · bulldoginvestors.com
70
REDBLACK ADVISERS, INC. — crossed $500M in regulatory AUM ($124.0M -> $823.6M). IAPD ↗
$823.6M RAUM · 3 reps · 800-607-3340
70
CURTIS ADVISORY GROUP, LLC — crossed $500M in regulatory AUM ($485.0M -> $573.7M). IAPD ↗
$573.7M RAUM · 3 reps · 805-963-6181 · curtisadvisory.com
70
TRINITY PORTFOLIO ADVISORS, LLC — crossed $500M in regulatory AUM ($488.2M -> $530.5M). IAPD ↗
$530.5M RAUM · 9 reps · 817-416-7227 · trinityportfolio.com
70
ROSECAP INVESTMENT ADVISORS, LLC — crossed $500M in regulatory AUM ($444.6M -> $527.5M). IAPD ↗
$527.5M RAUM · 6 reps · (970) 773-5300
70
FIRST FINANCIAL COACHING, INC. — crossed $500M in regulatory AUM ($279.7M -> $670.6M). IAPD ↗
$670.6M RAUM · 14 reps · 586-463-1880 · firstfinancialcoach.com
70
ETESIAN WEALTH ADVISORS, INC. — crossed $500M in regulatory AUM ($426.8M -> $503.3M). IAPD ↗
$503.3M RAUM · 6 reps · 503-387-3615
70
RIA ADVISORY GROUP, LLC — crossed $500M in regulatory AUM ($456.5M -> $568.4M). IAPD ↗
$568.4M RAUM · 25 reps · (515) 965-8588 · riaadvisorygroup.com
70
KABOUTER MANAGEMENT, LLC — crossed $500M in regulatory AUM ($398.9M -> $992.5M). IAPD ↗
$992.5M RAUM · 7 reps · 312-546-4260
70
RIVER STREET ADVISORS, LLC — crossed $500M in regulatory AUM ($414.9M -> $539.2M). IAPD ↗
$539.2M RAUM · 9 reps · 630-906-5501 · oldsecond.com
70
LONE PEAK GLOBAL INVESTORS, LLC — crossed $500M in regulatory AUM ($496.6M -> $598.4M). IAPD ↗
$598.4M RAUM · 5 reps · 385-387-1212
70
ASPIRE PRIVATE CAPITAL — crossed $500M in regulatory AUM ($455.7M -> $509.7M). IAPD ↗
$509.7M RAUM · 9 reps · 704-237-9927 · aspireadvisors.com
70
THE GENWEALTH GROUP, INC. — crossed $500M in regulatory AUM ($483.9M -> $661.3M). IAPD ↗
$661.3M RAUM · 5 reps · 973-761-0400
70
CORE PLANNING — crossed $500M in regulatory AUM ($121.5M -> $525.0M). IAPD ↗
$525.0M RAUM · 61 reps · 636-734-7507 · corepln.com
70
DRAKE & ASSOCIATES, LLC — crossed $500M in regulatory AUM ($418.8M -> $607.3M). IAPD ↗
$607.3M RAUM · 11 reps · 414-409-7226
70
EMPIRICAL ASSET MANAGEMENT, LLC — crossed $500M in regulatory AUM ($467.0M -> $560.0M). IAPD ↗
$560.0M RAUM · 10 reps · 781-431-2223 · empiricalam.com
70
KINGDOM FINANCIAL GROUP, LLC — crossed $500M in regulatory AUM ($340.6M -> $520.9M). IAPD ↗
$520.9M RAUM · 17 reps · 623-974-0300
70
MEDALLION WEALTH ADVISORS, LLC — crossed $500M in regulatory AUM ($407.4M -> $516.9M). IAPD ↗
$516.9M RAUM · 4 reps · 860-967-3032 · medallionwealth.com
70
AVALAN, LLC — crossed $500M in regulatory AUM ($488.9M -> $621.8M). IAPD ↗
$621.8M RAUM · 11 reps · 805-962-7725 · winewomenworth.com
70
TAYLOR & MORGAN ASSET MANAGEMENT, LLC D/B/A TM ADVISORS, L — crossed $500M in regulatory AUM ($327.0M -> $512.5M). IAPD ↗
$512.5M RAUM · 7 reps · 248-688-9399 · tmcpa.com
70
HOBBS GROUP ADVISORS LLC — crossed $500M in regulatory AUM ($479.1M -> $584.4M). IAPD ↗
$584.4M RAUM · 7 reps · 803-540-3034 · hobbsgroupadvisors.com
70
FIDATO WEALTH LLC — crossed $500M in regulatory AUM ($406.5M -> $510.8M). IAPD ↗
$510.8M RAUM · 7 reps · 440-572-5552 · link.edgepilot.com
70
MCNALLY ADVISORS, LLC — crossed $500M in regulatory AUM ($379.8M -> $680.9M). IAPD ↗
$680.9M RAUM · 20 reps · 312-357-3710 · mcnallycapital.com
70
TRINITY LEGACY PARTNERS, LLC — crossed $500M in regulatory AUM ($460.4M -> $521.2M). IAPD ↗
$521.2M RAUM · 6 reps · 713-999-8053 · trinitylegacypartners.com
70
MILLS WEALTH ADVISORS, LLC — crossed $500M in regulatory AUM ($440.1M -> $548.7M). IAPD ↗
$548.7M RAUM · 6 reps · 817-416-7300 · millswealthadvisors.com
70
INVESTOR FAN — crossed $500M in regulatory AUM ($427.7M -> $787.4M). IAPD ↗
$787.4M RAUM · 16 reps · 425-372-7517 · panfili-financial.com
70
MONUMENT WEALTH MANAGEMENT — crossed $500M in regulatory AUM ($465.1M -> $531.7M). IAPD ↗
$531.7M RAUM · 8 reps · 703-504-9600
70
SEQUENT PLANNING, LLC — crossed $500M in regulatory AUM ($394.7M -> $589.5M). IAPD ↗
$589.5M RAUM · 76 reps · 402-953-3544
70
EAGLE'S VIEW CAPITAL MANAGEMENT LLC — crossed $500M in regulatory AUM ($441.6M -> $860.5M). IAPD ↗
$860.5M RAUM · 5 reps · 212-421-7300 · evhedge.com
70
OAKWELL PRIVATE WEALTH MANAGEMENT — crossed $500M in regulatory AUM ($461.9M -> $668.1M). IAPD ↗
$668.1M RAUM · 9 reps · 1-800-55OAKWELL · oakwellpwm.com
70
ARISTIDES CAPITAL LLC — crossed $500M in regulatory AUM ($472.8M -> $541.4M). IAPD ↗
$541.4M RAUM · 8 reps · (502) 694-8001 · aristidescapital.com
70
MOSAIC ADVISORS — crossed $500M in regulatory AUM ($499.4M -> $580.5M). IAPD ↗
$580.5M RAUM · 16 reps · 713-980-4100
70
KKM FINANCIAL LLC — crossed $500M in regulatory AUM ($366.0M -> $733.9M). IAPD ↗
$733.9M RAUM · 3 reps · 312-448-7230 · kkmfinancial.com
70
HC ADVISORS LLC — crossed $500M in regulatory AUM ($491.5M -> $500.2M). IAPD ↗
$500.2M RAUM · 6 reps · 404-705-4593 · hc-adv.com
70
PRAIRIE WEALTH ADVISORS, INC. — crossed $500M in regulatory AUM ($472.2M -> $558.0M). IAPD ↗
$558.0M RAUM · 4 reps · 402-505-6810
70
PATHWAY FINANCIAL ADVISERS, LLC — crossed $500M in regulatory AUM ($442.8M -> $524.2M). IAPD ↗
$524.2M RAUM · 6 reps · 260-925-2887 · pathwayria.com
70
TITAN RETIREMENT ADVISORS LLC — crossed $500M in regulatory AUM ($420.0M -> $531.0M). IAPD ↗
$531.0M RAUM · 2 reps · 713-239-2866 · investtitan.com
70
UNIO CAPITAL LLC — crossed $500M in regulatory AUM ($315.4M -> $691.5M). IAPD ↗
$691.5M RAUM · 6 reps · 212-920-2000
70
NOVI WEALTH PARTNERS — crossed $500M in regulatory AUM ($492.9M -> $612.8M). IAPD ↗
$612.8M RAUM · 7 reps · 609-921-7002 · noviwealth.com
70
LAVACA CAPITAL, LLC — crossed $500M in regulatory AUM ($421.0M -> $927.1M). IAPD ↗
$927.1M RAUM · 4 reps · 713-904-4027
70
CLIENT 1ST ADVISORY GROUP — crossed $500M in regulatory AUM ($404.0M -> $511.5M). IAPD ↗
$511.5M RAUM · 7 reps · 727-450-2301
70
BYRNE FINANCIAL FREEDOM, LLC — crossed $500M in regulatory AUM ($435.7M -> $546.4M). IAPD ↗
$546.4M RAUM · 6 reps · 508-528-9366 · byrnefinancialfreedom.com
70
HOBART WEALTH — crossed $500M in regulatory AUM ($429.7M -> $558.2M). IAPD ↗
$558.2M RAUM · 11 reps · 888-553-0122 · blythehobart.com
70
TALLWOODS PARTNERS, LLC — crossed $500M in regulatory AUM ($310.7M -> $569.4M). IAPD ↗
$569.4M RAUM · 2 reps · 312-283-3697 · tallwoods.com
70
HARPSWELL CAPITAL ADVISORS, LLC — crossed $500M in regulatory AUM ($497.4M -> $587.0M). IAPD ↗
$587.0M RAUM · 2 reps · 207-926-1380
70
CABLE CAR CAPITAL, LP — crossed $500M in regulatory AUM ($254.6M -> $548.3M). IAPD ↗
$548.3M RAUM · 3 reps · 415-857-1965
70
KERCHEVILLE ADVISORS LLC — crossed $500M in regulatory AUM ($465.7M -> $554.7M). IAPD ↗
$554.7M RAUM · 3 reps · 210-694-5000 · kercheville.com
70
MEASURED WEALTH PRIVATE CLIENT GROUP, LLC — crossed $500M in regulatory AUM ($464.0M -> $528.3M). IAPD ↗
$528.3M RAUM · 11 reps · 603-431-1444 · measuredwealth.net
70
ACORN WEALTH ADVISORS, LLC — crossed $500M in regulatory AUM ($429.9M -> $561.4M). IAPD ↗
$561.4M RAUM · 5 reps · 810-953-4444 · acornwealthadvisors.com
70
LITVAK WEALTH, LLC — crossed $500M in regulatory AUM ($486.5M -> $536.1M). IAPD ↗
$536.1M RAUM · 4 reps · (203) 227-8000
70
LIFE LINE WEALTH MANAGEMENT LLC — crossed $500M in regulatory AUM ($476.2M -> $557.6M). IAPD ↗
$557.6M RAUM · 5 reps · 323-452-9548
70
WEALTH WATCH ADVISORS, INC — crossed $500M in regulatory AUM ($473.7M -> $612.4M). IAPD ↗
$612.4M RAUM · 52 reps · 855-822-3708 · wwwjmartinwm.com
70
FAMILY FINANCIAL SOLUTIONS GROUP, LLC — crossed $500M in regulatory AUM ($435.4M -> $500.7M). IAPD ↗
$500.7M RAUM · 1 reps · 970-259-1040
70
VISION RETIREMENT — crossed $500M in regulatory AUM ($497.3M -> $633.7M). IAPD ↗
$633.7M RAUM · 5 reps · 201-447-2212
70
ATON FINANCIAL LLC — crossed $500M in regulatory AUM ($469.1M -> $600.9M). IAPD ↗
$600.9M RAUM · 7 reps · 787-725-6070 · atonfinancial.com
70
KEELER & NADLER FAMILY WEALTH — crossed $500M in regulatory AUM ($477.8M -> $609.9M). IAPD ↗
$609.9M RAUM · 9 reps · 614-791-4123
70
WARREN STREET WEALTH ADVISORS, LLC — crossed $500M in regulatory AUM ($457.8M -> $656.1M). IAPD ↗
$656.1M RAUM · 7 reps · 714-876-6200
70
NARUS FINANCIAL PARTNERS, LLC — crossed $500M in regulatory AUM ($467.7M -> $559.0M). IAPD ↗
$559.0M RAUM · 5 reps · 866-534-0530
70
NOVAPOINT CAPITAL LLC — crossed $500M in regulatory AUM ($437.3M -> $536.2M). IAPD ↗
$536.2M RAUM · 6 reps · (404) 445-7885
70
REEDMARK ADVISORS, LLC — crossed $500M in regulatory AUM ($396.9M -> $564.6M). IAPD ↗
$564.6M RAUM · 9 reps · 908-300-5292 · reedmark.com
70
REDWOOD WEALTH MANAGEMENT, LLC — crossed $500M in regulatory AUM ($493.0M -> $837.0M). IAPD ↗
$837.0M RAUM · 3 reps · 888-552-1905 · redwoodwealth.com
70
WAKEFIELD WEALTH MANAGEMENT, LLLP — crossed $500M in regulatory AUM ($388.3M -> $512.9M). IAPD ↗
$512.9M RAUM · 2 reps · 303-771-0630 · wakefieldwealth.com
70
GRANITE BAY WEALTH MANAGEMENT, LLC — crossed $500M in regulatory AUM ($444.6M -> $588.0M). IAPD ↗
$588.0M RAUM · 6 reps · 603-610-8881
70
LEGACY WEALTH MANAGEMENT, LLC — crossed $500M in regulatory AUM ($476.5M -> $629.0M). IAPD ↗
$629.0M RAUM · 39 reps · 208-955-0500
70
NATIONAL WEALTH MANAGEMENT GROUP, LLC — crossed $500M in regulatory AUM ($325.7M -> $534.9M). IAPD ↗
$534.9M RAUM · 18 reps · 513-772-2592 · jimlewiswm.com
70
LAS OLAS CAPITAL ADVISORS, LLC — crossed $500M in regulatory AUM ($386.5M -> $551.9M). IAPD ↗
$551.9M RAUM · 7 reps · 954-289-4692
70
MOUNTAIN HILL INVESTMENT PARTNERS — crossed $500M in regulatory AUM ($360.0M -> $539.0M). IAPD ↗
$539.0M RAUM · 3 reps · 732-291-3188 · mhipartners.com
70
DEDORA CAPITAL, INC. — crossed $500M in regulatory AUM ($487.1M -> $550.7M). IAPD ↗
$550.7M RAUM · 4 reps · 707-253-0681
70
SENECA HOUSE ADVISORS — crossed $500M in regulatory AUM ($424.7M -> $506.1M). IAPD ↗
$506.1M RAUM · 4 reps · (804) 332-6574 · senecahouseadvisors.com
70
WILLIAM JOSEPH CAPITAL MANAGEMENT, INC. — crossed $500M in regulatory AUM ($465.1M -> $694.3M). IAPD ↗
$694.3M RAUM · 27 reps · 860.973.3214
70
DIVERSIFI CAPITAL LLC — crossed $500M in regulatory AUM ($456.9M -> $671.4M). IAPD ↗
$671.4M RAUM · 9 reps · 650-632-5667
70
STEWARDSHIP ADVISORS, LLC — crossed $500M in regulatory AUM ($461.5M -> $545.2M). IAPD ↗
$545.2M RAUM · 10 reps · (717) 492-4787 · mystewardshipadvisor.com
70
LEADING EDGE FINANCIAL PLANNING LLC — crossed $500M in regulatory AUM ($360.2M -> $521.8M). IAPD ↗
$521.8M RAUM · 9 reps · 865-240-2292 · pilotmoneyguyspodcast.com
70
THRIVE CAPITAL MANAGEMENT, LLC — crossed $500M in regulatory AUM ($397.7M -> $656.7M). IAPD ↗
$656.7M RAUM · 13 reps · 800-516-5861 · thrivefinancialservices.com
70
PANDOWEALTH. LLC — crossed $500M in regulatory AUM ($396.0M -> $500.3M). IAPD ↗
$500.3M RAUM · 13 reps · 678-712-6656 · cfa401k.com
70
WESTWARD INVESTMENT ADVISORY — crossed $500M in regulatory AUM ($489.5M -> $571.5M). IAPD ↗
$571.5M RAUM · 3 reps · 414-716-6300 · westwardinvestment.com
70
ZANETTI FINANCIAL, LLC — crossed $500M in regulatory AUM ($404.5M -> $809.4M). IAPD ↗
$809.4M RAUM · 2 reps · 505-250-3754 · zanettifinancial.com
70
OLIO FINANCIAL PLANNING — crossed $500M in regulatory AUM ($491.9M -> $600.5M). IAPD ↗
$600.5M RAUM · 8 reps · 703.459.9299
70
NICHOLAS WEALTH MANAGEMENT — crossed $500M in regulatory AUM ($413.7M -> $739.8M). IAPD ↗
$739.8M RAUM · 9 reps · 404-890-5606
70
HOWARD BAILEY SECURITIES, LLC — crossed $500M in regulatory AUM ($484.9M -> $582.8M). IAPD ↗
$582.8M RAUM · 15 reps · 260-482-9559
70
CH GLOBAL CAPITAL MANAGEMENT, LLC — crossed $500M in regulatory AUM ($490.6M -> $529.1M). IAPD ↗
$529.1M RAUM · 5 reps · 646-350-0341
70
GOLDEN RESERVE RETIREMENT, LLC — crossed $500M in regulatory AUM ($310.9M -> $544.3M). IAPD ↗
$544.3M RAUM · 22 reps · 855-456-4777
70
TTP INVESTMENTS, INC. — crossed $500M in regulatory AUM ($485.3M -> $570.6M). IAPD ↗
$570.6M RAUM · 3 reps · 408-879-0399 · ttp-investments.com
70
RAREVIEW CAPITAL LLC — crossed $500M in regulatory AUM ($423.7M -> $537.5M). IAPD ↗
$537.5M RAUM · 2 reps · 212-475-8664
70
SPG ADVISORS LLC — crossed $500M in regulatory AUM ($462.8M -> $535.4M). IAPD ↗
$535.4M RAUM · 8 reps · 425-821-9442
70
CRUDEN BAY INVESTMENT MANAGEMENT, LLC — crossed $500M in regulatory AUM ($467.7M -> $663.1M). IAPD ↗
$663.1M RAUM · 4 reps · 805-719-2772 · cbayinvestments.com
70
DENVER WEALTH MANAGEMENT, INC. — crossed $500M in regulatory AUM ($435.7M -> $529.8M). IAPD ↗
$529.8M RAUM · 9 reps · (303) 261-8015
70
MATRIX PRIVATE CAPITAL GROUP — crossed $500M in regulatory AUM ($494.9M -> $561.0M). IAPD ↗
$561.0M RAUM · 5 reps · 312-736-9572 · matrixpcg.com
70
MORSE ASSET MANAGEMENT, INC. — crossed $500M in regulatory AUM ($472.2M -> $534.3M). IAPD ↗
$534.3M RAUM · 5 reps · 646-568-4083
70
WILLOW CREEK FINANCIAL — crossed $500M in regulatory AUM ($463.8M -> $528.8M). IAPD ↗
$528.8M RAUM · 5 reps · (858) 634-3232 · willowcreekfinancial.com
70
PENOBSCOT FINANCIAL ADVISORS — crossed $500M in regulatory AUM ($434.5M -> $544.5M). IAPD ↗
$544.5M RAUM · 7 reps · (207) 990-1901
70
INDEPENDENT WEALTH NETWORK, INC. — crossed $500M in regulatory AUM ($422.6M -> $518.4M). IAPD ↗
$518.4M RAUM · 30 reps · 515-461-5123 · kramerwealthadvisory.com
70
PRISM ADVISORS, INC. — crossed $500M in regulatory AUM ($462.0M -> $515.1M). IAPD ↗
$515.1M RAUM · 5 reps · 818-760-3333 · prismadvisors.com
70
CEETO CAPITAL GROUP, LLC — crossed $500M in regulatory AUM ($439.4M -> $531.4M). IAPD ↗
$531.4M RAUM · 4 reps · 786-477-6445
70
LIBRA WEALTH LLC — crossed $500M in regulatory AUM ($473.7M -> $639.8M). IAPD ↗
$639.8M RAUM · 4 reps · (408) 721-1633 · librawealth.com
70
MAYPORT WEALTH MANAGEMENT — crossed $500M in regulatory AUM ($481.5M -> $694.9M). IAPD ↗
$694.9M RAUM · 2 reps · 617-545-5700 · mayport.com
70
KIMERY WEALTH MANAGEMENT, LLC — crossed $500M in regulatory AUM ($440.8M -> $555.0M). IAPD ↗
$555.0M RAUM · 6 reps · (901) 291-5500
70
ALLIANCE WEALTH ADVISORS, LLC — crossed $500M in regulatory AUM ($498.5M -> $601.1M). IAPD ↗
$601.1M RAUM · 6 reps · 570-961-1516
70
TOWERPOINT WEALTH, LLC — crossed $500M in regulatory AUM ($470.0M -> $561.3M). IAPD ↗
$561.3M RAUM · 5 reps · (916) 405-9140
70
PETERSON WEALTH SERVICES INC. — crossed $500M in regulatory AUM ($462.7M -> $528.5M). IAPD ↗
$528.5M RAUM · 4 reps · 801-475-4002
70
BEACON GLOBAL ADVISOR NETWORK, LLC — crossed $500M in regulatory AUM ($396.9M -> $745.1M). IAPD ↗
$745.1M RAUM · 61 reps · 888-679-6474 · bganetwork.com
70
SHARP FINANCIAL — crossed $500M in regulatory AUM ($391.9M -> $502.1M). IAPD ↗
$502.1M RAUM · 6 reps · (215) 659-2130 · sharpllc.com
70
MONON WEALTH MANAGEMENT — crossed $500M in regulatory AUM ($452.2M -> $546.8M). IAPD ↗
$546.8M RAUM · 7 reps · (317) 993-3999 · music.amazon.com
70
VAN LEEUWEN RETIREMENT & INVESTMENT SERVICES — crossed $500M in regulatory AUM ($460.7M -> $559.4M). IAPD ↗
$559.4M RAUM · 2 reps · (859) 626-3400 · vlretirement.com
70
HENDRICKS WEALTH AND ESTATE MANAGEMENT — crossed $500M in regulatory AUM ($411.6M -> $536.1M). IAPD ↗
$536.1M RAUM · 6 reps · 847-428-3997
70
INLIGHT WEALTH — crossed $500M in regulatory AUM ($451.5M -> $843.3M). IAPD ↗
$843.3M RAUM · 3 reps · 404-551-2808
70
FORTRESS PRIVATE LEDGER, LLC — crossed $500M in regulatory AUM ($346.1M -> $584.0M). IAPD ↗
$584.0M RAUM · 13 reps · 919-322-2761 · myept.com
70
BANORTE ASSET MANAGEMENT, INC. — crossed $500M in regulatory AUM ($336.9M -> $661.2M). IAPD ↗
$661.2M RAUM · 17 reps · 713-980-4600
70
THAYER PARTNERS LLC — crossed $500M in regulatory AUM ($401.3M -> $685.7M). IAPD ↗
$685.7M RAUM · 7 reps · 617-275-5430
70
HILLTOP WEALTH & TAX SOLUTIONS — crossed $500M in regulatory AUM ($490.8M -> $616.4M). IAPD ↗
$616.4M RAUM · 6 reps · 574-889-7526
70
GO INVEST LLC — crossed $500M in regulatory AUM ($420.9M -> $889.0M). IAPD ↗
$889.0M RAUM · 1 reps · 801-614-4914 · goinvest.us
70
BROOKLYN FI, LLC — crossed $500M in regulatory AUM ($341.5M -> $563.1M). IAPD ↗
$563.1M RAUM · 12 reps · 718-690-3600
70
TANDEM FINANCIAL, LLC — crossed $500M in regulatory AUM ($291.2M -> $541.8M). IAPD ↗
$541.8M RAUM · 6 reps · (720) 845-5700
70
ARKFELD WEALTH STRATEGIES, L.L.C. — crossed $500M in regulatory AUM ($478.9M -> $538.0M). IAPD ↗
$538.0M RAUM · 5 reps · 402-933-1970 · arkfeldwealth.com
70
ALTA WEALTH ADVISORS LLC — crossed $500M in regulatory AUM ($495.5M -> $664.6M). IAPD ↗
$664.6M RAUM · 15 reps · 781-404-6909 · altawealthadvisors.com
70
ATTICUS WEALTH MANAGEMENT — crossed $500M in regulatory AUM ($447.5M -> $565.3M). IAPD ↗
$565.3M RAUM · 7 reps · 561-425-9500 · atticuswm.com
70
COUNCIL OAK WEALTH ADVISORS — crossed $500M in regulatory AUM ($435.2M -> $529.4M). IAPD ↗
$529.4M RAUM · 4 reps · 918-984-9110 · counciloakinvestments.com
70
MERKLE RETIREMENT PLANNING — crossed $500M in regulatory AUM ($428.5M -> $568.8M). IAPD ↗
$568.8M RAUM · 10 reps · 515-278-4110 · merkleplan.com
70
AVAII WEALTH MANAGEMENT, LLC — crossed $500M in regulatory AUM ($442.6M -> $602.8M). IAPD ↗
$602.8M RAUM · 10 reps · (920) 214-1212
70
MACH-1 FINANCIAL GROUP, LLC — crossed $500M in regulatory AUM ($416.9M -> $546.3M). IAPD ↗
$546.3M RAUM · 8 reps · 479-876-2100 · mach-1financial.com
70
COMPOUND FAMILY OFFICES, LLC — crossed $500M in regulatory AUM ($480.4M -> $540.8M). IAPD ↗
$540.8M RAUM · 5 reps · (941) 556-9294
70
TRUEWEALTH ADVISORS, LLC — crossed $500M in regulatory AUM ($438.9M -> $547.5M). IAPD ↗
$547.5M RAUM · 13 reps · 205-588-4800
70
FIRE CAPITAL MANAGEMENT, LLC — crossed $500M in regulatory AUM ($495.2M -> $635.5M). IAPD ↗
$635.5M RAUM · 3 reps · 415-828-0129
70
CASTELLAN — crossed $500M in regulatory AUM ($496.1M -> $882.2M). IAPD ↗
$882.2M RAUM · 4 reps · 859.494.0523
70
ACCRETIVE WEALTH PARTNERS, LLC — crossed $500M in regulatory AUM ($401.6M -> $504.5M). IAPD ↗
$504.5M RAUM · 3 reps · (973) 970-2627
70
KDK PRIVATE WEALTH MANAGEMENT — crossed $500M in regulatory AUM ($478.8M -> $584.6M). IAPD ↗
$584.6M RAUM · 4 reps · 713-391-8044
70
PRECISION WEALTH STRATEGIES, LLC — crossed $500M in regulatory AUM ($386.3M -> $711.0M). IAPD ↗
$711.0M RAUM · 8 reps · 314-994-6460
70
STRATIS CAPITAL, LLC — crossed $500M in regulatory AUM ($448.8M -> $507.5M). IAPD ↗
$507.5M RAUM · 1 reps · 917-705-2500
70
JACKSON SQUARE CAPITAL, LLC — crossed $500M in regulatory AUM ($488.8M -> $564.3M). IAPD ↗
$564.3M RAUM · 5 reps · 415-854-5011 · jacksonsquarecap.com
70
FIRST EAGLE SEPARATE ACCOUNT MANAGEMENT, LLC — crossed $500M in regulatory AUM ($352.2M -> $907.6M). IAPD ↗
$907.6M RAUM · 40 reps · 212-698-3300 · firsteagle.com
70
GLOBAL ASSETS ADVISORY, LLC — crossed $500M in regulatory AUM ($338.1M -> $551.7M). IAPD ↗
$551.7M RAUM · 24 reps · 407-254-1500 · iaac.com
70
COLLECTIVE FAMILY OFFICE, LLC — crossed $500M in regulatory AUM ($451.7M -> $533.4M). IAPD ↗
$533.4M RAUM · 3 reps · (717) 893-5055 · collectivefamilyoffice.com
70
KAUFMAN ROSSIN WEALTH, LLC — crossed $500M in regulatory AUM ($302.9M -> $506.7M). IAPD ↗
$506.7M RAUM · 7 reps · 305-646-6071 · kaufmanrossinwealth.com
70
EPG WEALTH MANAGEMENT LLC — crossed $500M in regulatory AUM ($495.5M -> $579.1M). IAPD ↗
$579.1M RAUM · 10 reps · 404-809-3680 · eastpacesgroup.com
70
INVESTMENT RESEARCH PARTNERS — crossed $500M in regulatory AUM ($359.6M -> $512.4M). IAPD ↗
$512.4M RAUM · 4 reps · 814-966-7206
70
EQUINUM, LLC — crossed $500M in regulatory AUM ($396.7M -> $566.0M). IAPD ↗
$566.0M RAUM · 5 reps · 718-480-5600
70
STRONGBOX WEALTH, LLC — crossed $500M in regulatory AUM ($456.5M -> $562.4M). IAPD ↗
$562.4M RAUM · 4 reps · 816-607-5410
70
PHD RETIREMENT CONSULTING — crossed $500M in regulatory AUM ($398.4M -> $506.2M). IAPD ↗
$506.2M RAUM · 3 reps · 844-743-4015
70
DEW POINT CAPITAL — crossed $500M in regulatory AUM ($366.6M -> $513.2M). IAPD ↗
$513.2M RAUM · 2 reps · 410-258-2174 · dewpointcap.com
70
HORIZON FINANCIAL — crossed $500M in regulatory AUM ($455.8M -> $510.2M). IAPD ↗
$510.2M RAUM · 9 reps · 585-334-3600 · horizonfinancial.net
70
BLACK KNIGHT WEALTH MANAGEMENT, LLC — crossed $500M in regulatory AUM ($240.0M -> $539.2M). IAPD ↗
$539.2M RAUM · 10 reps · 972-786-6527 · opgadvisors.com
70
COMPASS GROUP INVESTMENTS SOLUTIONS LLC — crossed $500M in regulatory AUM ($457.7M -> $526.8M). IAPD ↗
$526.8M RAUM · 4 reps · 305-358-7052 · cgcompass.com
70
SYNERGY INVESTMENT MANAGEMENT LLC — crossed $500M in regulatory AUM ($461.2M -> $681.5M). IAPD ↗
$681.5M RAUM · 16 reps · 321-203-4458 · synergywealthalliance.com
70
VELA INVESTMENT MANAGEMENT, LLC — crossed $500M in regulatory AUM ($486.2M -> $562.9M). IAPD ↗
$562.9M RAUM · 23 reps · (614) 653-8352
70
LEGACY WEALTH — crossed $500M in regulatory AUM ($475.0M -> $546.0M). IAPD ↗
$546.0M RAUM · 4 reps · 651-621-2383 · legacywealthwisdom.com
70
LANSING STREET ADVISORS — crossed $500M in regulatory AUM ($438.7M -> $555.0M). IAPD ↗
$555.0M RAUM · 5 reps · 215-718-2063
70
HOXTON WEALTH — crossed $500M in regulatory AUM ($470.0M -> $803.5M). IAPD ↗
$803.5M RAUM · 34 reps · 737-249-9620
70
SHOREHAVEN WEALTH PARTNERS, LLC — crossed $500M in regulatory AUM ($445.3M -> $541.5M). IAPD ↗
$541.5M RAUM · 4 reps · 732-447-9301
70
TRIAGEN WEALTH MANAGEMENT LLC — crossed $500M in regulatory AUM ($473.6M -> $535.2M). IAPD ↗
$535.2M RAUM · 3 reps · 818-732-8553
70
TACTIVE ADVISORS, LLC — crossed $500M in regulatory AUM ($456.9M -> $619.0M). IAPD ↗
$619.0M RAUM · 14 reps · 855-282-2848 · tactivewealth.com
70
CAPSHIFT ADVISORS — crossed $500M in regulatory AUM ($495.2M -> $628.0M). IAPD ↗
$628.0M RAUM · 9 reps · 617-865-5096 · capshift.com
70
BR CAPITAL — crossed $500M in regulatory AUM ($315.0M -> $568.4M). IAPD ↗
$568.4M RAUM · 2 reps · 305-448-0014
70
YARGER WEALTH STRATEGIES, LLC — crossed $500M in regulatory AUM ($470.9M -> $529.7M). IAPD ↗
$529.7M RAUM · 4 reps · (614) 882-2954 · yargerwealth.com
70
VENATOR MANAGEMENT LLC — crossed $500M in regulatory AUM ($428.5M -> $511.7M). IAPD ↗
$511.7M RAUM · 2 reps · 412-586-3747 · venatormanagement.com
70
INSTRUMENTAL WEALTH, LLC — crossed $500M in regulatory AUM ($397.1M -> $508.0M). IAPD ↗
$508.0M RAUM · 5 reps · 813-578-7001
70
ENDEAVOR PRIVATE WEALTH, INC. — crossed $500M in regulatory AUM ($352.8M -> $595.3M). IAPD ↗
$595.3M RAUM · 9 reps · 785-329-2510
70
SIERRA OCEAN, LLC — crossed $500M in regulatory AUM ($446.6M -> $544.6M). IAPD ↗
$544.6M RAUM · 3 reps · 209-232-7100
70
VERIDIAN CAPITAL PARTNERS — crossed $500M in regulatory AUM ($471.1M -> $551.1M). IAPD ↗
$551.1M RAUM · 6 reps · (301) 228-9300 · vcpwealth.com
70
CONSILIO WEALTH ADVISORS, LLC — crossed $500M in regulatory AUM ($458.0M -> $555.8M). IAPD ↗
$555.8M RAUM · 7 reps · (206) 533-3670
70
ALLIANCE WEALTH ADVISORS, LLC — crossed $500M in regulatory AUM ($439.5M -> $552.0M). IAPD ↗
$552.0M RAUM · 7 reps · 801-683-6000
70
FYRA CAPITAL MANAGEMENT — crossed $500M in regulatory AUM ($436.8M -> $504.2M). IAPD ↗
$504.2M RAUM · 7 reps · 636-573-1212 · fyracapital.com
70
SMART WEALTH, LLC — crossed $500M in regulatory AUM ($448.4M -> $632.3M). IAPD ↗
$632.3M RAUM · 17 reps · 402-369-7777
70
BLUEPRINT FINANCIAL ADVISORS — crossed $500M in regulatory AUM ($201.5M -> $966.6M). IAPD ↗
$966.6M RAUM · 28 reps · 844-200-2568 · fulcrumwealth.com
70
INTERGY PRIVATE WEALTH, LLC — crossed $500M in regulatory AUM ($467.0M -> $602.6M). IAPD ↗
$602.6M RAUM · 3 reps · 719-413-8820
70
MARION WEALTH MANAGEMENT — crossed $500M in regulatory AUM ($482.5M -> $543.4M). IAPD ↗
$543.4M RAUM · 3 reps · 412-372-3849
70
ELDRED ROCK PARTNERS, LLC — crossed $500M in regulatory AUM ($487.6M -> $644.1M). IAPD ↗
$644.1M RAUM · 6 reps · 726-208-0800 · eldredrock.com
70
WEST WEALTH GROUP, LLC — crossed $500M in regulatory AUM ($472.1M -> $616.7M). IAPD ↗
$616.7M RAUM · 13 reps · 949-682-9105 · ensemblewm.com
70
THE FINANCIAL RESOURCE CENTER — crossed $500M in regulatory AUM ($407.2M -> $642.5M). IAPD ↗
$642.5M RAUM · 4 reps · 317-871-8571
70
HERITAGE WEALTH MANAGEMENT, INC. — crossed $500M in regulatory AUM ($491.2M -> $643.4M). IAPD ↗
$643.4M RAUM · 7 reps · 858-613-9191 · heritagewealthusa.com
70
PARK EDGE ADVISORS, LLC — crossed $500M in regulatory AUM ($438.1M -> $522.5M). IAPD ↗
$522.5M RAUM · 5 reps · (216) 727-0144 · parkedgeadvisors.com
70
PEAK RETIREMENT PLANNING, INC. — crossed $500M in regulatory AUM ($416.4M -> $631.0M). IAPD ↗
$631.0M RAUM · 16 reps · (614) 500-4121
70
FIAT WEALTH MANAGEMENT — crossed $500M in regulatory AUM ($370.6M -> $517.4M). IAPD ↗
$517.4M RAUM · 13 reps · 952-426-9116
70
FIORI FINANCIAL GROUP — crossed $500M in regulatory AUM ($476.7M -> $567.4M). IAPD ↗
$567.4M RAUM · 5 reps · 954-763-2600
70
FINANCIAL NETWORK WEALTH ADVISORS LLC — crossed $500M in regulatory AUM ($425.2M -> $515.4M). IAPD ↗
$515.4M RAUM · 6 reps · 801-748-0044
70
HOXTON PLANNING & MANAGEMENT, LLC — crossed $500M in regulatory AUM ($491.6M -> $591.5M). IAPD ↗
$591.5M RAUM · 4 reps · 304-876-2619
70
RIALTO WEALTH MANAGEMENT — crossed $500M in regulatory AUM ($403.7M -> $625.9M). IAPD ↗
$625.9M RAUM · 6 reps · 315-992-9129
70
RANGE ADVISORY, LLC — crossed $500M in regulatory AUM ($269.0M -> $653.9M). IAPD ↗
$653.9M RAUM · 18 reps · (703) 261-4126
70
KOOMAN & ASSOCIATES — crossed $500M in regulatory AUM ($472.4M -> $555.6M). IAPD ↗
$555.6M RAUM · 6 reps · 814-941-4800
70
ONEASCENT FAMILY OFFICES — crossed $500M in regulatory AUM ($360.2M -> $544.5M). IAPD ↗
$544.5M RAUM · 10 reps · (205) 313-9142 · sovereignfamilyoffice.co
70
FREEDOM FIDUCIARIES LLC — crossed $500M in regulatory AUM ($436.4M -> $584.6M). IAPD ↗
$584.6M RAUM · 3 reps · 208-900-4331 · freedomfiduciaries.com
70
TWIN PEAKS WEALTH ADVISORS — crossed $500M in regulatory AUM ($410.4M -> $584.8M). IAPD ↗
$584.8M RAUM · 9 reps · (650) 200-0308
70
MACK & CO. PARTNERS, LP — crossed $500M in regulatory AUM ($102.5M -> $549.0M). IAPD ↗
$549.0M RAUM · 2 reps · (945) 293-6405 · mackco.com
70
TRI-AD CAPITAL MANAGEMENT I, LLC — crossed $500M in regulatory AUM ($463.4M -> $619.0M). IAPD ↗
$619.0M RAUM · 1 reps · 760-743-7555 · snapira.com
70
ROSSBY FINANCIAL, LLC — crossed $500M in regulatory AUM ($358.6M -> $566.0M). IAPD ↗
$566.0M RAUM · 2 reps · 321-209-0111
70
RAI WEALTH — crossed $500M in regulatory AUM ($408.6M -> $530.8M). IAPD ↗
$530.8M RAUM · 6 reps · 6307338434 · raiwealth.com
70
ENDEAVOR ADVISORS, LLC — crossed $500M in regulatory AUM ($176.9M -> $559.5M). IAPD ↗
$559.5M RAUM · 8 reps · 281-326-9902 · endeavor-advisors.com
70
55 NORTH PRIVATE WEALTH — crossed $500M in regulatory AUM ($366.8M -> $581.3M). IAPD ↗
$581.3M RAUM · 7 reps · 407-960-4769 · 55northprivatewealth.com
70
SELBY LANE CAPITAL, LLC — crossed $500M in regulatory AUM ($318.1M -> $505.4M). IAPD ↗
$505.4M RAUM · 3 reps · 650-463-9511 · selbylane.com
70
ELEVATUS WEALTH MANAGEMENT, LLC — crossed $500M in regulatory AUM ($438.1M -> $513.4M). IAPD ↗
$513.4M RAUM · 4 reps · 585-565-4450 · elevatuswealth.com
70
FREC — crossed $500M in regulatory AUM ($119.2M -> $567.2M). IAPD ↗
$567.2M RAUM · 1 reps · 855-900-3732 · frec.com
70
LEGACY WEALTH ADVISORS, LLC — crossed $500M in regulatory AUM ($348.0M -> $922.8M). IAPD ↗
$922.8M RAUM · 5 reps · 305-808-6140 · lwgadvisors.com
70
J. STERN & CO., LLC — crossed $500M in regulatory AUM ($376.3M -> $608.6M). IAPD ↗
$608.6M RAUM · 0 reps · 212-219-0200 · jsternco.com
70
GGM FINANCIAL LLC — crossed $500M in regulatory AUM ($425.7M -> $513.0M). IAPD ↗
$513.0M RAUM · 6 reps · 614-310-2400
70
503 CAPITAL PARTNERS, LLC — crossed $500M in regulatory AUM ($398.7M -> $636.4M). IAPD ↗
$636.4M RAUM · 9 reps · 913-279-0177 · 503capitalpartners.com
70
EIGHT 31 FINANCIAL, LLC — crossed $500M in regulatory AUM ($494.3M -> $532.4M). IAPD ↗
$532.4M RAUM · 4 reps · 423-282-0251
70
ELYXIUM WEALTH LLC — crossed $500M in regulatory AUM ($452.7M -> $819.0M). IAPD ↗
$819.0M RAUM · 5 reps · (310) 221-8349*224 · elyxwealth.com
70
MASTER'S WEALTH MANAGEMENT INC. — crossed $500M in regulatory AUM ($415.4M -> $589.5M). IAPD ↗
$589.5M RAUM · 9 reps · (717) 581-1323
70
POTENTIA WEALTH — crossed $500M in regulatory AUM ($485.5M -> $569.1M). IAPD ↗
$569.1M RAUM · 7 reps · 408-288-7886 · potentiawealth.com
70
PLATFORM WEALTH ADVISORS — crossed $500M in regulatory AUM ($328.6M -> $600.5M). IAPD ↗
$600.5M RAUM · 10 reps · (385) 243-0553
70
RELATION WEALTH MANAGEMENT, INC. — crossed $500M in regulatory AUM ($417.9M -> $541.2M). IAPD ↗
$541.2M RAUM · 5 reps · (918) 999-9138 · relationwealth.com
70
SYNTHETICFI LLC — crossed $500M in regulatory AUM ($153.2M -> $992.9M). IAPD ↗
$992.9M RAUM · 7 reps · (628) 800-0898 · syntheticfi.com
70
ARC ADVISORY LLC — crossed $500M in regulatory AUM ($440.5M -> $708.3M). IAPD ↗
$708.3M RAUM · 8 reps · (510) 213-8085
70
AURDAN CAPITAL MANAGEMENT, LLC — crossed $500M in regulatory AUM ($423.2M -> $526.2M). IAPD ↗
$526.2M RAUM · 6 reps · 484-254-1935 · aurdancapital.com
70
CRUX WEALTH ADVISORS — crossed $500M in regulatory AUM ($410.2M -> $547.7M). IAPD ↗
$547.7M RAUM · 11 reps · 562.735.3875
70
XXI WEALTH, LLC — crossed $500M in regulatory AUM ($202.7M -> $531.5M). IAPD ↗
$531.5M RAUM · 2 reps · (312) 300-2670 · xxiwealth.com
70
FOUNDERS GROVE WEALTH PARTNERS, LLC — crossed $500M in regulatory AUM ($432.7M -> $532.3M). IAPD ↗
$532.3M RAUM · 2 reps · (804) 910-0001
70
PARKWOODS WEALTH PARTNERS, LLC — crossed $500M in regulatory AUM ($408.6M -> $961.9M). IAPD ↗
$961.9M RAUM · 14 reps · (877) 278-2716 · parkwoodswealth.com
70
AUTOPILOT — crossed $500M in regulatory AUM ($462.0M -> $892.4M). IAPD ↗
$892.4M RAUM · 0 reps · 646-574-4316
70
OWL CREEK WEALTH PARTNERS — crossed $500M in regulatory AUM ($363.0M -> $602.3M). IAPD ↗
$602.3M RAUM · 2 reps · 303-409-4409 · owlcreekwealth.com
70
HEADLAND CAPITAL — crossed $500M in regulatory AUM ($403.0M -> $559.3M). IAPD ↗
$559.3M RAUM · 12 reps · 843-388-4300 · headland.capital
70
PRASAD WEALTH PARTNERS — crossed $500M in regulatory AUM ($486.0M -> $572.1M). IAPD ↗
$572.1M RAUM · 5 reps · 216-313-9999 · prasadwealth.com
70
LOOMIS CAPITAL MANAGEMENT — crossed $500M in regulatory AUM ($197.6M -> $842.2M). IAPD ↗
$842.2M RAUM · 1 reps · 203-249-6431 · loomiscapitalmanagement.com
70
CHURCHILL FINANCIAL ADVISORS, LLC — crossed $500M in regulatory AUM ($243.8M -> $522.9M). IAPD ↗
$522.9M RAUM · 3 reps · 502-895-3535 · churchillfa.com
70
PW NOVA FINANCIAL SERVICES LLC — crossed $500M in regulatory AUM ($307.9M -> $654.3M). IAPD ↗
$654.3M RAUM · 6 reps · 267-753-7065 · jwnova.com
70
NIGHT SQUARED LP — crossed $500M in regulatory AUM ($355.2M -> $976.1M). IAPD ↗
$976.1M RAUM · 11 reps · 917-451-0055 · nightsquared.com
70
ELEVATED FINANCIAL GROUP — crossed $500M in regulatory AUM ($399.3M -> $532.0M). IAPD ↗
$532.0M RAUM · 8 reps · 317-533-7721
70
STEADTRUST — crossed $500M in regulatory AUM ($438.9M -> $618.1M). IAPD ↗
$618.1M RAUM · 9 reps · 972-876-8422 · concordfinancialgroup.com
70
XCELSIOR ADVISOR PARTNERS LLC — crossed $500M in regulatory AUM ($150.0M -> $650.7M). IAPD ↗
$650.7M RAUM · 13 reps · 480-866-8616 · bvprivatewealth.com
70
SANTA BARBARA MANAGEMENT — crossed $500M in regulatory AUM ($259.2M -> $530.2M). IAPD ↗
$530.2M RAUM · 17 reps · 734-604-9891 · santabarbaramanagement.com
70
MARTIN, JAVAN VON — crossed $500M in regulatory AUM ($407.8M -> $952.3M). IAPD ↗
$952.3M RAUM · 1 reps · 717-336-9229
70
ANCHYRA PARTNERS LLC — crossed $500M in regulatory AUM ($265.5M -> $689.2M). IAPD ↗
$689.2M RAUM · 2 reps · 404-240-8799 · anchyrapartners.com
70
TEMPO WEALTH — crossed $500M in regulatory AUM ($216.0M -> $804.3M). IAPD ↗
$804.3M RAUM · 5 reps · 440-568-3676 · tempowealth.com
70
ASSET ONE WEALTH MANAGEMENT, LLC — crossed $500M in regulatory AUM ($435.6M -> $982.5M). IAPD ↗
$982.5M RAUM · 9 reps · (425) 504-830 · assetone.com
70
ALLOCATOR SOLUTIONS, LLC — crossed $500M in regulatory AUM ($277.2M -> $513.5M). IAPD ↗
$513.5M RAUM · 1 reps · 314 882-9442 · missionmultiplierfund.com
70
HIGHBROOK CAPITAL PARTNERS — crossed $500M in regulatory AUM ($235.8M -> $509.1M). IAPD ↗
$509.1M RAUM · 5 reps · 404-850-2550 · highbrookcap.com
70
PROSPERITY FINANCIAL GROUP, INC. — crossed $500M in regulatory AUM ($358.9M -> $503.0M). IAPD ↗
$503.0M RAUM · 8 reps · 925-314-8500 · 401kprosperityfg.com
45
TALON LLC — filed an Item 4A succession naming TALON PRIVATE WEALTH, LLC (CRD 298714) — an entity change, not a deal. IAPD ↗
$1.06B RAUM · 8 reps · (352) 751-3200 · guardingyournestegg.com
40
ADDITION WEALTH — filed an Item 4A succession naming ADDITION WEALTH (CRD 318018) — an entity change, not a deal. IAPD ↗
$0 RAUM · 13 reps · 917-426-6711
40
ECHELONS CAPITAL, LLC — filed an Item 4A succession naming ECHELONS CAPITAL, LLC (CRD 325781) — an entity change, not a deal. IAPD ↗
$174.4M RAUM · 2 reps · 706-372-4218 · echelonscapital.com
40
MAKE THE MEMORY FINANCIAL PLANNING — filed an Item 4A succession naming MAKE THE MEMORY FINANCIAL PLANNING (CRD 331666) — an entity change, not a deal. IAPD ↗
$8.8M RAUM · 2 reps · 423-218-2822 · mtmplanning.com
75
M FINANCIAL INVESTMENT ADVISERS INC — crossed $1B in regulatory AUM ($937.9M -> $1.01B). IAPD ↗institutional
$1.01B RAUM · 0 reps · 503-232-6960 · mfin.com
75
CIFC INVESTMENT MANAGEMENT LLC — crossed $1B in regulatory AUM ($915.0M -> $1.04B). IAPD ↗institutional
$1.04B RAUM · 89 reps · 786-652-3250
75
VIKING FUND MANAGEMENT LLC — crossed $1B in regulatory AUM ($950.5M -> $1.15B). IAPD ↗institutional
$1.15B RAUM · 4 reps · 701-852-5292
75
CAPITAL IMPACT ADVISORS — crossed $1B in regulatory AUM ($201.2M -> $1.49B). IAPD ↗institutional
$1.49B RAUM · 4 reps · 617-279-0045 · ershares.com
75
MAIN MANAGEMENT FUND ADVISORS, LLC — crossed $1B in regulatory AUM ($582.1M -> $1.01B). IAPD ↗institutional
$1.01B RAUM · 25 reps · 415-217-5800 · mainmgtetfs.com
75
MAGNETAR ASSET MANAGEMENT LLC — crossed $1B in regulatory AUM ($209.0M -> $1.92B). IAPD ↗institutional
$1.92B RAUM · 26 reps · 847-905-4400 · magnetar.com
75
INVICTUS FIDUCIARY SERVICES, LLC — crossed $1B in regulatory AUM ($958.9M -> $1.01B). IAPD ↗institutional
$1.01B RAUM · 2 reps · (901) 260-1444 · invictusfiduciary.com
75
3(38) INVESTMENT FIDUCIARIES — crossed $1B in regulatory AUM ($842.6M -> $1.04B). IAPD ↗institutional
$1.04B RAUM · 3 reps · (818) 296-9529 · 338investmentfiduciaries.com
75
1WS CAPITAL ADVISORS, LLC — crossed $1B in regulatory AUM ($561.0M -> $1.14B). IAPD ↗institutional
$1.14B RAUM · 0 reps · 212-957-2500 · 1wscapital.com
75
TRUEMARK INVESTMENTS — crossed $1B in regulatory AUM ($761.8M -> $1.42B). IAPD ↗institutional
$1.42B RAUM · 3 reps · 877-774-8783 · true-shares.com
75
ICAPITAL REGISTERED FUND ADVISER LLC — crossed $1B in regulatory AUM ($917.9M -> $1.22B). IAPD ↗institutional
$1.22B RAUM · 21 reps · 212-994-7400 · icapitalnetwork.com
75
AC FUNDS, LLC — crossed $1B in regulatory AUM ($578.6M -> $1.03B). IAPD ↗institutional
$1.03B RAUM · 1 reps · 201-426-0081 · advisorscapfunds.com
75
OPHIR ASSET MANAGEMENT US LLC — crossed $1B in regulatory AUM ($964.9M -> $1.27B). IAPD ↗institutional
$1.27B RAUM · 5 reps · +1(720) 615-1165
75
PCIM REALTY ADVISORS, LLC — crossed $1B in regulatory AUM ($693.4M -> $1.22B). IAPD ↗institutional
$1.22B RAUM · 16 reps · 972-866-7577
75
POLYMER CAPITAL MANAGEMENT (US), LLC — crossed $1B in regulatory AUM ($802.5M -> $1.41B). IAPD ↗institutional
$1.41B RAUM · 20 reps · 646-660-0364
75
QUANTIX COMMODITIES LP — crossed $1B in regulatory AUM ($791.8M -> $1.95B). IAPD ↗institutional
$1.95B RAUM · 11 reps · 203-864-3388
75
ELECTRA CAPITAL — crossed $1B in regulatory AUM ($315.4M -> $1.45B). IAPD ↗institutional
$1.45B RAUM · 9 reps · (610) 977-2000
75
THEMES MANAGEMENT COMPANY LLC — crossed $1B in regulatory AUM ($844.5M -> $1.23B). IAPD ↗institutional
$1.23B RAUM · 4 reps · 6462061788 · themesetfs.com
75
KENNEDY LEWIS CAPITAL HOLDINGS LLC — crossed $1B in regulatory AUM ($869.6M -> $1.16B). IAPD ↗institutional
$1.16B RAUM · 42 reps · 212-782-3480 · klimllc.com
75
CRESCENT CAP NT ADVISORS, LLC — crossed $1B in regulatory AUM ($348.0M -> $1.11B). IAPD ↗institutional
$1.11B RAUM · 0 reps · 310-235-5900 · crescentprivatecredit.com
75
LUMINT CORPORATION — crossed $1B in regulatory AUM ($749.1M -> $3.67B). IAPD ↗institutional
$3.67B RAUM · 4 reps · 857-222-8131 · lumint.com
75
BOW RIVER ADVISERS, LLC — crossed $1B in regulatory AUM ($705.7M -> $1.16B). IAPD ↗institutional
$1.16B RAUM · 5 reps · (303) 861-8466 · bowriverevergreen.com
75
CANOPY CAPITAL GROUP — crossed $1B in regulatory AUM ($482.9M -> $1.32B). IAPD ↗institutional
$1.32B RAUM · 5 reps · 781-222-3972 · canopycapital.com
75
BCPC ADVISORS, LP — crossed $1B in regulatory AUM ($747.7M -> $1.74B). IAPD ↗institutional
$1.74B RAUM · 272 reps · 617-516-2318
75
ICAPITAL FUND ADVISORS LLC — crossed $1B in regulatory AUM ($99.1M -> $1.13B). IAPD ↗institutional
$1.13B RAUM · 27 reps · 212-994-7402 · icapital.com
75
TREMBLANT ADVISORS LP — crossed $1B in regulatory AUM ($146.6M -> $3.27B). IAPD ↗institutional
$3.27B RAUM · 10 reps · 212-303-7373 · tremblantetf.com
75
FPLF MANAGEMENT LLC — crossed $1B in regulatory AUM ($761.9M -> $1.49B). IAPD ↗institutional
$1.49B RAUM · 73 reps · 212-798-6100
75
AGILE INVESTMENT MANAGEMENT, LLC — crossed $1B in regulatory AUM ($746.4M -> $1.17B). IAPD ↗institutional
$1.17B RAUM · 6 reps · 917-969-8982 · agileim.com
75
FUNDSTRAT CAPITAL — crossed $1B in regulatory AUM ($901.0M -> $4.60B). IAPD ↗institutional
$4.60B RAUM · 2 reps · 212-293-7132 · fundstratcapital.com
75
TEMA ETFS LLC — crossed $1B in regulatory AUM ($308.0M -> $1.46B). IAPD ↗institutional
$1.46B RAUM · 8 reps · 443-222-1771 · temaetfs.com
75
FIRST TRYON ADVISORS — crossed $1B in regulatory AUM ($123.2M -> $1.01B). IAPD ↗institutional
$1.01B RAUM · 7 reps · 704-926-2453 · firsttryon.com
75
AUDAX PDB MANAGEMENT COMPANY, LLC — crossed $1B in regulatory AUM ($912.2M -> $1.17B). IAPD ↗institutional
$1.17B RAUM · 80 reps · 212-703-2700
75
COUNTERPOINTE INVESTMENT MANAGEMENT LLC — crossed $1B in regulatory AUM ($684.0M -> $1.07B). IAPD ↗institutional
$1.07B RAUM · 22 reps · 855-431-4400
75
BLACK LAKE INVESTMENTS LLC — crossed $1B in regulatory AUM ($800.8M -> $1.19B). IAPD ↗institutional
$1.19B RAUM · 3 reps · 215.913.2782 · blacklakeinvestments.com
70
EQUINOX PARTNERS INVESTMENT MANAGEMENT LLC — crossed $1B in regulatory AUM ($783.0M -> $1.41B). IAPD ↗fund
$1.41B RAUM · 6 reps · 203-516-2265
70
BIGLARI CAPITAL CORP. — crossed $1B in regulatory AUM ($935.0M -> $1.04B). IAPD ↗fund
$1.04B RAUM · 1 reps · 210-344-3400
70
PRESCOTT GROUP CAPITAL MANAGEMENT L.L.C. — crossed $1B in regulatory AUM ($861.7M -> $1.30B). IAPD ↗fund
$1.30B RAUM · 2 reps · 918-747-3412 · prescottcapital.com
70
IBEX INVESTORS LLC — crossed $1B in regulatory AUM ($926.8M -> $1.16B). IAPD ↗fund
$1.16B RAUM · 10 reps · 303-500-8821
70
APIS CAPITAL ADVISORS, LLC — crossed $1B in regulatory AUM ($700.1M -> $1.42B). IAPD ↗fund
$1.42B RAUM · 6 reps · (203) 409-6307
70
NEWBROOK CAPITAL ADVISORS LP — crossed $1B in regulatory AUM ($944.8M -> $1.02B). IAPD ↗fund
$1.02B RAUM · 4 reps · 212.916.8965
70
PROSIGHT CAPITAL — crossed $1B in regulatory AUM ($620.9M -> $1.04B). IAPD ↗fund
$1.04B RAUM · 5 reps · (214) 468-0008 · prosightcapital.com
70
WYNKOOP LLC — crossed $1B in regulatory AUM ($445.0M -> $1.22B). IAPD ↗fund
$1.22B RAUM · 7 reps · 303-459-7208 · wynkoopfinancial.com
70
GCP CAPITAL PARTNERS LLC — crossed $1B in regulatory AUM ($754.9M -> $1.54B). IAPD ↗fund
$1.54B RAUM · 6 reps · 212-894-0600 · gcpcapital.com
70
ACK ASSET MANAGEMENT LLC — crossed $1B in regulatory AUM ($949.1M -> $1.07B). IAPD ↗fund
$1.07B RAUM · 6 reps · 914-358-3299
70
VSS FUND MANAGEMENT LLC — crossed $1B in regulatory AUM ($977.7M -> $1.17B). IAPD ↗fund
$1.17B RAUM · 28 reps · 212-935-4990 · vss.com
70
CALTIUS CAPITAL MANAGEMENT, LP — crossed $1B in regulatory AUM ($985.2M -> $1.06B). IAPD ↗fund
$1.06B RAUM · 17 reps · (310) 996-9585
70
GREENLIGHT MASTERS, LLC — crossed $1B in regulatory AUM ($967.2M -> $1.27B). IAPD ↗fund
$1.27B RAUM · 2 reps · 212-973-1900 · greenlightcapital.com
70
VANTAGE INFRASTRUCTURE (USA) INC. — crossed $1B in regulatory AUM ($385.5M -> $1.47B). IAPD ↗fund
$1.47B RAUM · 5 reps · 212-681-2910
70
DECCAN VALUE INVESTORS L.P. — crossed $1B in regulatory AUM ($913.9M -> $1.11B). IAPD ↗fund
$1.11B RAUM · 2 reps · 475-232-5227 · deccanvalue.com
70
SOLOMON HESS CAPITAL MANAGEMENT — crossed $1B in regulatory AUM ($939.2M -> $1.08B). IAPD ↗fund
$1.08B RAUM · 4 reps · 703-356-3333
70
LATERAL INVESTMENT MANAGEMENT, LLC — crossed $1B in regulatory AUM ($847.7M -> $1.00B). IAPD ↗fund
$1.00B RAUM · 13 reps · 650-396-2200 · lateralim.com
70
RIZVI TRAVERSE MANAGEMENT, LLC — crossed $1B in regulatory AUM ($522.4M -> $1.29B). IAPD ↗fund
$1.29B RAUM · 6 reps · 248-594-4751 · rizvitraverse.com
70
PRESIDIO INVESTORS LLC — crossed $1B in regulatory AUM ($984.8M -> $1.09B). IAPD ↗fund
$1.09B RAUM · 8 reps · 512-772-1725 · presidioinvestors.com
70
MARITIME CAPITAL — crossed $1B in regulatory AUM ($961.2M -> $1.08B). IAPD ↗fund
$1.08B RAUM · 5 reps · 646-513-4784 · maritimelp.com
70
CENTERFIELD CAPITAL PARTNERS — crossed $1B in regulatory AUM ($125.2M -> $1.08B). IAPD ↗fund
$1.08B RAUM · 0 reps · 317-237-2323 · centerfieldcapital.com
70
GLOBAL EVOLUTION USA, LLC — crossed $1B in regulatory AUM ($783.5M -> $1.19B). IAPD ↗fund
$1.19B RAUM · 24 reps · 1 (646) 844-3883 · globalevolution.com
70
TWIN OAKS PARTNERS — crossed $1B in regulatory AUM ($792.7M -> $1.23B). IAPD ↗fund
$1.23B RAUM · 2 reps · 973-635-3854
70
BHMS INVESTMENTS, LP — crossed $1B in regulatory AUM ($942.8M -> $1.01B). IAPD ↗fund
$1.01B RAUM · 9 reps · 203-653-3558
70
STELAC CAPITAL PARTNERS LLC — crossed $1B in regulatory AUM ($680.0M -> $1.04B). IAPD ↗fund
$1.04B RAUM · 2 reps · 212-920-3890 · stelac.com
70
COLCHIS CAPITAL MANAGEMENT, L.P. — crossed $1B in regulatory AUM ($919.8M -> $1.34B). IAPD ↗fund
$1.34B RAUM · 11 reps · 415-400-8600 · colchiscapital.com
70
VIRTUS REAL ESTATE LLC — crossed $1B in regulatory AUM ($722.6M -> $1.14B). IAPD ↗fund
$1.14B RAUM · 20 reps · 512-891-1230 · virtusre.com
70
DISRUPTIVE TECHNOLOGY ADVISERS LLC — crossed $1B in regulatory AUM ($890.7M -> $3.20B). IAPD ↗fund
$3.20B RAUM · 3 reps · (214) 668-1536 · disruptive.tech
70
MAY RIVER CAPITAL — crossed $1B in regulatory AUM ($981.9M -> $1.09B). IAPD ↗fund
$1.09B RAUM · 16 reps · 312-750-1781 · mayrivercapital.com
70
ALMITAS CAPITAL LLC — crossed $1B in regulatory AUM ($985.7M -> $1.07B). IAPD ↗fund
$1.07B RAUM · 8 reps · 310-573-4343 · almitascap.com
70
ROUND HILL MUSIC LP — crossed $1B in regulatory AUM ($934.6M -> $1.05B). IAPD ↗fund
$1.05B RAUM · 10 reps · 615-695-7705 · ridentroyalties.com
70
PARK PRESIDIO CAPITAL LLC — crossed $1B in regulatory AUM ($781.0M -> $1.65B). IAPD ↗fund
$1.65B RAUM · 6 reps · 415-490-2520 · parkpresidio.com
70
INSIGNIA CAPITAL GROUP, L.P. — crossed $1B in regulatory AUM ($710.3M -> $1.25B). IAPD ↗fund
$1.25B RAUM · 13 reps · (925) 399-8900
70
THAYER STREET PARTNERS MANAGEMENT, LLC — crossed $1B in regulatory AUM ($913.6M -> $1.02B). IAPD ↗fund
$1.02B RAUM · 4 reps · 212-256-8740 · thayerstreet.com
70
RIDGELEIGH CAPITAL — crossed $1B in regulatory AUM ($968.5M -> $1.03B). IAPD ↗fund
$1.03B RAUM · 1 reps · 908-373-2520
70
LIBERTY HALL CAPITAL PARTNERS, L.P. — crossed $1B in regulatory AUM ($984.4M -> $1.14B). IAPD ↗fund
$1.14B RAUM · 8 reps · (646) 779-0442
70
PARLIAMENT CAPITAL MANAGEMENT, LLC — crossed $1B in regulatory AUM ($994.4M -> $1.15B). IAPD ↗fund
$1.15B RAUM · 7 reps · (787) 200-9004 · parliamentcapital.com
70
GREENLAKE ASSET MANAGEMENT LLC — crossed $1B in regulatory AUM ($980.4M -> $1.08B). IAPD ↗fund
$1.08B RAUM · 9 reps · 626-529-1080
70
BERYL CAPITAL MANAGEMENT, LLC — crossed $1B in regulatory AUM ($995.9M -> $1.03B). IAPD ↗fund
$1.03B RAUM · 2 reps · (917) 446-1561 · berylcap.com
70
QUONA CAPITAL MANAGEMENT LLC — crossed $1B in regulatory AUM ($985.3M -> $1.05B). IAPD ↗fund
$1.05B RAUM · 14 reps · (202) 706-5886
70
ORANGEWOOD PARTNERS MANAGEMENT LLC — crossed $1B in regulatory AUM ($970.6M -> $1.34B). IAPD ↗fund
$1.34B RAUM · 11 reps · 212-324-5630
70
NUMERAI — crossed $1B in regulatory AUM ($839.0M -> $1.90B). IAPD ↗fund
$1.90B RAUM · 9 reps · 415-737-0873
70
FORT BAKER CAPITAL MANAGEMENT LP — crossed $1B in regulatory AUM ($820.9M -> $1.07B). IAPD ↗fund
$1.07B RAUM · 6 reps · 415-306-5508 · fortbakercapital.com
70
ATW PARTNERS LLC — crossed $1B in regulatory AUM ($581.1M -> $1.15B). IAPD ↗fund
$1.15B RAUM · 8 reps · 646-975-5548
70
NEW HARBOR CAPITAL — crossed $1B in regulatory AUM ($998.3M -> $1.09B). IAPD ↗fund
$1.09B RAUM · 15 reps · 312-876-8605
70
URSA FUND MANAGEMENT LLC — crossed $1B in regulatory AUM ($633.6M -> $1.20B). IAPD ↗fund
$1.20B RAUM · 2 reps · 415-529-6040
70
WISHBONE MANAGEMENT, LP — crossed $1B in regulatory AUM ($911.9M -> $1.12B). IAPD ↗fund
$1.12B RAUM · 5 reps · 312-265-5560
70
AMIP MANAGEMENT — crossed $1B in regulatory AUM ($594.8M -> $1.46B). IAPD ↗fund
$1.46B RAUM · 5 reps · 562-735-6555
70
FORGE GLOBAL ADVISORS LLC — crossed $1B in regulatory AUM ($988.4M -> $2.46B). IAPD ↗fund
$2.46B RAUM · 5 reps · (415) 881-1612
70
LESTE CAPITAL PARTNERS (FLORIDA), LLC — crossed $1B in regulatory AUM ($751.1M -> $1.61B). IAPD ↗fund
$1.61B RAUM · 15 reps · 305-929-9200 · leste.com
70
SOMA CAPITAL MANAGEMENT LLC — crossed $1B in regulatory AUM ($907.1M -> $1.37B). IAPD ↗fund
$1.37B RAUM · 6 reps · (650) 714-6220
70
BOYNE CAPITAL — crossed $1B in regulatory AUM ($677.9M -> $1.16B). IAPD ↗fund
$1.16B RAUM · 32 reps · 305-856-9500
70
BAY POINT ADVISORS, LLC — crossed $1B in regulatory AUM ($882.1M -> $1.03B). IAPD ↗fund
$1.03B RAUM · 29 reps · (404) 963-6031
70
MADISON RIVER CAPITAL LLC — crossed $1B in regulatory AUM ($888.6M -> $1.26B). IAPD ↗fund
$1.26B RAUM · 8 reps · 212-805-8111 · mrivercapital.com
70
TIMBER BAY PARTNERS, LLC — crossed $1B in regulatory AUM ($771.7M -> $1.05B). IAPD ↗fund
$1.05B RAUM · 9 reps · 513-898-0500 · timberbaypartners.com
70
SPACE CAPITAL — crossed $1B in regulatory AUM ($435.8M -> $1.17B). IAPD ↗fund
$1.17B RAUM · 4 reps · (917) 275-7105
70
EFFICIENT CAPITAL MANAGEMENT LLC — crossed $1B in regulatory AUM ($913.9M -> $1.16B). IAPD ↗fund
$1.16B RAUM · 13 reps · 630-657-6800 · efficient.com
70
CRESCENT COVE ADVISORS, LP — crossed $1B in regulatory AUM ($629.6M -> $1.11B). IAPD ↗fund
$1.11B RAUM · 3 reps · 415-800-2289
70
QVR ADVISORS — crossed $1B in regulatory AUM ($391.4M -> $1.13B). IAPD ↗fund
$1.13B RAUM · 5 reps · 510-684-8343 · qvradvisors.com
70
DIAMETRIC CAPITAL, LP — crossed $1B in regulatory AUM ($556.5M -> $1.41B). IAPD ↗fund
$1.41B RAUM · 10 reps · 617-443-2020 · diametriccapital.com
70
WHITEFORT CAPITAL MANAGEMENT, LP — crossed $1B in regulatory AUM ($772.6M -> $1.05B). IAPD ↗fund
$1.05B RAUM · 6 reps · 212-259-4370 · whitefortcapital.com
70
ANZU PARTNERS, LLC — crossed $1B in regulatory AUM ($975.9M -> $1.08B). IAPD ↗fund
$1.08B RAUM · 9 reps · 202 742 5870
70
OLIVE TECHNOLOGY VENTURES MANAGEMENT, LLC — crossed $1B in regulatory AUM ($985.0M -> $1.15B). IAPD ↗fund
$1.15B RAUM · 1 reps · 650-303-6964 · oliveam.com
70
FCO ADVISORS LP — crossed $1B in regulatory AUM ($900.8M -> $1.34B). IAPD ↗fund
$1.34B RAUM · 6 reps · 646-467-8050 · foundationcredit.com
70
ROTUNDA CAPITAL PARTNERS, LLC — crossed $1B in regulatory AUM ($812.7M -> $1.61B). IAPD ↗fund
$1.61B RAUM · 18 reps · 240-482-0612 · rotundacapital.com
70
CHANNING GLOBAL ADVISORS, LLC — crossed $1B in regulatory AUM ($844.2M -> $1.11B). IAPD ↗fund
$1.11B RAUM · 4 reps · 305-517-5107 · channingglobal.com
70
ARRINGTON CAPITAL INVESTMENT MANAGEMENT, LLC — crossed $1B in regulatory AUM ($628.9M -> $1.41B). IAPD ↗fund
$1.41B RAUM · 9 reps · 786-548-1886 · arringtoncapital.com
70
PRELUDE GROWTH PARTNERS — crossed $1B in regulatory AUM ($589.8M -> $1.22B). IAPD ↗fund
$1.22B RAUM · 10 reps · 917-409-0120 · preludegrowth.com
70
REGAL HEALTHCARE CAPITAL MANAGEMENT, LLC — crossed $1B in regulatory AUM ($812.2M -> $1.51B). IAPD ↗fund
$1.51B RAUM · 20 reps · (212)-393-4790 · regalhcp.com
70
BLUE SAGE CAPITAL — crossed $1B in regulatory AUM ($991.2M -> $1.26B). IAPD ↗fund
$1.26B RAUM · 15 reps · 512-536-1900 · bluesage.com
70
FORUM CAPITAL ADVISORS LLC — crossed $1B in regulatory AUM ($989.9M -> $1.33B). IAPD ↗fund
$1.33B RAUM · 29 reps · 303-501-8860 · forumcapadvisors.com
70
DTCP USA LLC — crossed $1B in regulatory AUM ($649.5M -> $1.05B). IAPD ↗fund
$1.05B RAUM · 4 reps · 415-910-1354
70
SNAPDRAGON CAPITAL PARTNERS LLC — crossed $1B in regulatory AUM ($940.7M -> $1.22B). IAPD ↗fund
$1.22B RAUM · 3 reps · 646-321-0134 · snapdragoncap.com
70
TOPLINE CAPITAL MANAGEMENT, LLC — crossed $1B in regulatory AUM ($629.8M -> $1.13B). IAPD ↗fund
$1.13B RAUM · 1 reps · 310-804-0737 · toplinecapital.com
70
OT RESEARCH — crossed $1B in regulatory AUM ($700.0M -> $1.55B). IAPD ↗fund
$1.55B RAUM · 9 reps · 617-308-5935
70
ADAR1 CAPITAL MANAGEMENT, LLC — crossed $1B in regulatory AUM ($819.9M -> $1.68B). IAPD ↗fund
$1.68B RAUM · 7 reps · 512-254-3790
70
LYRIC CAPITAL MANAGEMENT GROUP, L.P. — crossed $1B in regulatory AUM ($682.7M -> $1.10B). IAPD ↗fund
$1.10B RAUM · 8 reps · 646-416-7103
70
NELLORE CAPITAL MANAGEMENT LLC — crossed $1B in regulatory AUM ($874.9M -> $1.03B). IAPD ↗fund
$1.03B RAUM · 1 reps · 501-551-0128
70
BRIGHAM MANAGEMENT, LLC — crossed $1B in regulatory AUM ($972.3M -> $1.01B). IAPD ↗fund
$1.01B RAUM · 21 reps · 512-871-1001 · brighamexploration.com
70
EQUALITY ASSET MANAGEMENT — crossed $1B in regulatory AUM ($519.4M -> $1.03B). IAPD ↗fund
$1.03B RAUM · 9 reps · 617-420-1770 · equalityassetmanagement.com
70
STANDARD FAMILY OFFICE, LLC — crossed $1B in regulatory AUM ($977.2M -> $1.01B). IAPD ↗fund
$1.01B RAUM · 1 reps · 605-496-7760
70
LARSON CAPITAL MANAGEMENT, LLC — crossed $1B in regulatory AUM ($987.5M -> $1.43B). IAPD ↗fund
$1.43B RAUM · 1 reps · 314-787-7436
70
UPPER90 — crossed $1B in regulatory AUM ($919.9M -> $1.11B). IAPD ↗fund
$1.11B RAUM · 11 reps · (646) 979-0719
70
WEATHERFORD CAPITAL MANAGEMENT — crossed $1B in regulatory AUM ($927.7M -> $1.05B). IAPD ↗fund
$1.05B RAUM · 12 reps · (813) 443-0499 · weatherfordcapital.com
70
1543 CAPITAL LP — crossed $1B in regulatory AUM ($842.6M -> $1.05B). IAPD ↗fund
$1.05B RAUM · 3 reps · 203-900-3650
70
TRISPAN (USA) LLC — crossed $1B in regulatory AUM ($982.5M -> $1.13B). IAPD ↗fund
$1.13B RAUM · 10 reps · 1 646 586 2194
70
BRIDGE33 INVESTMENT MANAGEMENT LLC — crossed $1B in regulatory AUM ($970.2M -> $1.08B). IAPD ↗fund
$1.08B RAUM · 18 reps · 206-538-0083 · bridge33capital.com
70
BWCP, LP — crossed $1B in regulatory AUM ($801.6M -> $1.23B). IAPD ↗fund
$1.23B RAUM · 7 reps · 214-238-5792 · bwcpfund.com
70
OCTAGON CAPITAL ADVISORS LP — crossed $1B in regulatory AUM ($919.8M -> $1.18B). IAPD ↗fund
$1.18B RAUM · 7 reps · 212-369-2829 · octagoninvestments.com
70
MARCYPEN CAPITAL PARTNERS LLC — crossed $1B in regulatory AUM ($884.0M -> $1.04B). IAPD ↗fund
$1.04B RAUM · 13 reps · 424-421-6040 · marcypen.com
70
SEASIDE EQUITY PARTNERS — crossed $1B in regulatory AUM ($605.7M -> $1.37B). IAPD ↗fund
$1.37B RAUM · 17 reps · (858) 947-1350
70
TRI LOCUM PARTNERS LP — crossed $1B in regulatory AUM ($752.9M -> $1.09B). IAPD ↗fund
$1.09B RAUM · 6 reps · 332-232-7373
70
VOLOFIN CAPITAL MANAGEMENT — crossed $1B in regulatory AUM ($889.9M -> $1.01B). IAPD ↗fund
$1.01B RAUM · 4 reps · (646) 866-6997 · volofin.com
70
SEVEN GRAND MANAGERS LLC — crossed $1B in regulatory AUM ($399.3M -> $1.24B). IAPD ↗fund
$1.24B RAUM · 9 reps · 914-498-1776 · sevengrand.io
70
OCCUDO QUANTITATIVE STRATEGIES LP — crossed $1B in regulatory AUM ($712.1M -> $2.22B). IAPD ↗fund
$2.22B RAUM · 5 reps · 917-853-3286 · occudo.com
70
SUMMIT PEAK INVESTMENTS, LLC — crossed $1B in regulatory AUM ($807.5M -> $1.09B). IAPD ↗fund
$1.09B RAUM · 5 reps · 817-350-4312 · summitpeak.com
70
GREENPOINT PARTNERS — crossed $1B in regulatory AUM ($982.1M -> $1.35B). IAPD ↗fund
$1.35B RAUM · 9 reps · 646-982-3707 · greenpointpartners.com
70
STERLING INVESTORS LP — crossed $1B in regulatory AUM ($437.4M -> $1.14B). IAPD ↗fund
$1.14B RAUM · 7 reps · 212-430-1812 · sterling-investors.com
70
ALTERNATIVE CAPITAL FUND MANAGEMENT LLC — crossed $1B in regulatory AUM ($830.5M -> $1.24B). IAPD ↗fund
$1.24B RAUM · 7 reps · 212-204-3516 · altcapinvestments.com
70
PSC MANAGER LLC — crossed $1B in regulatory AUM ($946.3M -> $1.14B). IAPD ↗fund
$1.14B RAUM · 14 reps · 267-291-7400 · peaceablestreet.com
70
BERKADIA CAPITAL ADVISORS LLC — crossed $1B in regulatory AUM ($624.2M -> $2.66B). IAPD ↗fund
$2.66B RAUM · 2 reps · 215-328-3978
70
AFFINITY ASSET ADVISORS, LLC — crossed $1B in regulatory AUM ($807.9M -> $1.69B). IAPD ↗fund
$1.69B RAUM · 7 reps · 646-481-3856 · affinityadv.com
70
PINNBROOK CAPITAL MANAGEMENT LP — crossed $1B in regulatory AUM ($812.8M -> $1.07B). IAPD ↗fund
$1.07B RAUM · 9 reps · 646-970-7410 · pinnbrook.com
70
FIFTH DOWN CAP LLC — crossed $1B in regulatory AUM ($686.4M -> $1.69B). IAPD ↗fund
$1.69B RAUM · 7 reps · 617-678-0260 · fifthdown.com
70
PRMIM — crossed $1B in regulatory AUM ($955.0M -> $1.54B). IAPD ↗fund
$1.54B RAUM · 8 reps · 215-360-3800 · prmortgageinvestment.com
70
METEORA CAPITAL, LLC — crossed $1B in regulatory AUM ($969.4M -> $1.54B). IAPD ↗fund
$1.54B RAUM · 7 reps · 212-207-0090 · meteoracapital.com
70
LS BDC ADVISER, LLC — crossed $1B in regulatory AUM ($967.6M -> $1.14B). IAPD ↗fund
$1.14B RAUM · 28 reps · 786-598-2089
70
METAURUS ADVISORS LLC — crossed $1B in regulatory AUM ($953.7M -> $1.58B). IAPD ↗fund
$1.58B RAUM · 5 reps · 201-683-7979
70
FLATIRON RR LLC, MANAGER SERIES — crossed $1B in regulatory AUM ($798.6M -> $1.20B). IAPD ↗fund
$1.20B RAUM · 19 reps · 212-576-7000
70
GOANNA CAPITAL MANAGEMENT LLC — crossed $1B in regulatory AUM ($596.7M -> $2.22B). IAPD ↗fund
$2.22B RAUM · 7 reps · 551-800-2775 · goannacapital.com
70
TACORA CAPITAL MANAGEMENT, LP — crossed $1B in regulatory AUM ($960.1M -> $1.62B). IAPD ↗fund
$1.62B RAUM · 10 reps · 310-741-1070 · tacoracap.com
70
NEXA EQUITY LLC — crossed $1B in regulatory AUM ($773.2M -> $1.10B). IAPD ↗fund
$1.10B RAUM · 10 reps · 415-295-4636
70
COMPOUND GLOBAL ADVISORS, LLC — crossed $1B in regulatory AUM ($813.0M -> $1.19B). IAPD ↗fund
$1.19B RAUM · 1 reps · (206) 432-2899 · compoundglobaladvisors.com
70
EIR PARTNERS CAPITAL, LP — crossed $1B in regulatory AUM ($594.8M -> $2.72B). IAPD ↗fund
$2.72B RAUM · 11 reps · (305) 290-3001 · eirpartners.com
70
GRAFTON STREET PARTNERS — crossed $1B in regulatory AUM ($856.6M -> $1.16B). IAPD ↗fund
$1.16B RAUM · 5 reps · 631-553-9278 · graftonstreetpartners.com
70
VALUE ALIGNED RESEARCH ADVISORS, LLC — crossed $1B in regulatory AUM ($542.2M -> $9.14B). IAPD ↗fund
$9.14B RAUM · 6 reps · (908) 560-9207
70
BREAKOUT CAPITAL PARTNERS — crossed $1B in regulatory AUM ($610.8M -> $1.20B). IAPD ↗fund
$1.20B RAUM · 10 reps · 212-497-5100 · breakout-capital.com
70
GUARDIAN CAPITAL PARTNERS — crossed $1B in regulatory AUM ($528.6M -> $1.19B). IAPD ↗fund
$1.19B RAUM · 12 reps · 610-263-0100
70
SAGARD HOLDINGS MANAGER (US) LLC — crossed $1B in regulatory AUM ($540.5M -> $1.41B). IAPD ↗fund
$1.41B RAUM · 16 reps · 1-212-380-5605 · sagard.com
70
FIRST PRINCIPLES GROUP — crossed $1B in regulatory AUM ($630.8M -> $1.64B). IAPD ↗fund
$1.64B RAUM · 2 reps · 847-668-7950 · firstprinciples.group
70
ALIGN VENTURES — crossed $1B in regulatory AUM ($505.9M -> $2.46B). IAPD ↗fund
$2.46B RAUM · 17 reps · 415-300-0759
70
POLUS CAPITAL MANAGEMENT (US) INC. — crossed $1B in regulatory AUM ($508.4M -> $1.18B). IAPD ↗fund
$1.18B RAUM · 7 reps · 646-653-2389 · poluscapital.com
70
AMERGIN ASSET MANAGEMENT, LLC — crossed $1B in regulatory AUM ($946.0M -> $1.21B). IAPD ↗fund
$1.21B RAUM · 5 reps · 561-760-1957
70
THE QUARRY LP — crossed $1B in regulatory AUM ($702.5M -> $1.01B). IAPD ↗fund
$1.01B RAUM · 2 reps · 212-205-2600
70
REDEFINE VENTURES LLC — crossed $1B in regulatory AUM ($469.4M -> $1.28B). IAPD ↗fund
$1.28B RAUM · 1 reps · 310-877-9808 · redefineventures.com
70
ABRY PARTNERS III, LLC — crossed $1B in regulatory AUM ($524.3M -> $1.11B). IAPD ↗fund
$1.11B RAUM · 59 reps · (617) 859-2959 · abry.com
70
CONNELLY CAPITAL MANAGEMENT LLC — crossed $1B in regulatory AUM ($700.0M -> $1.05B). IAPD ↗fund
$1.05B RAUM · 2 reps · 787-231-8042 · connellycap.com
70
MCP MANAGEMENT, LP — crossed $1B in regulatory AUM ($504.6M -> $2.70B). IAPD ↗fund
$2.70B RAUM · 6 reps · 985-264-3491 · melangecap.com
70
POWER SUSTAINABLE MANAGER US, INC. — crossed $1B in regulatory AUM ($715.0M -> $1.07B). IAPD ↗fund
$1.07B RAUM · 13 reps · 1-514-286-8989 · powersustainable.com
70
SNOWHAWK LP — crossed $1B in regulatory AUM ($699.3M -> $1.01B). IAPD ↗fund
$1.01B RAUM · 8 reps · 888-335-3137 · snowhawkpartners.com
70
SYMBIOTIC CAPITAL — crossed $1B in regulatory AUM ($839.4M -> $1.13B). IAPD ↗fund
$1.13B RAUM · 6 reps · 424-313-1550 · symbioticcapital.com
70
50T FUNDS — crossed $1B in regulatory AUM ($103.2M -> $1.67B). IAPD ↗fund
$1.67B RAUM · 11 reps · (917)648-5689 · 50tfunds.com
70
YOSEMITE MANAGEMENT, LLC — crossed $1B in regulatory AUM ($866.4M -> $1.14B). IAPD ↗fund
$1.14B RAUM · 9 reps · 415-370-5830 · yosemite.co
70
CITATION — crossed $1B in regulatory AUM ($595.9M -> $1.36B). IAPD ↗fund
$1.36B RAUM · 12 reps · 469-607-0253 · citation.capital
70
ROC360 ADVISORS LLC — crossed $1B in regulatory AUM ($907.0M -> $1.45B). IAPD ↗fund
$1.45B RAUM · 41 reps · 332-2139476
70
SPRINGCOAST CAPITAL PARTNERS, L.P. — crossed $1B in regulatory AUM ($861.6M -> $1.49B). IAPD ↗fund
$1.49B RAUM · 10 reps · 212-857-6955 · springcoast.com
70
OTRO CAPITAL — crossed $1B in regulatory AUM ($839.4M -> $1.32B). IAPD ↗fund
$1.32B RAUM · 8 reps · 1-212-235-7056
70
CANAL ROAD CAPITAL, LLC — crossed $1B in regulatory AUM ($331.0M -> $1.26B). IAPD ↗fund
$1.26B RAUM · 9 reps · 305-488-6000 · canalroadgroup.com
70
ELDRIDGE ACRE PARTNERS, LP — crossed $1B in regulatory AUM ($893.4M -> $1.16B). IAPD ↗fund
$1.16B RAUM · 12 reps · 213-814-6533 · eldridgeacre.com
70
WILLOW TREE CAPITAL CORP ADVISORS LLC — crossed $1B in regulatory AUM ($744.4M -> $1.17B). IAPD ↗fund
$1.17B RAUM · 13 reps · 212-218-1090
70
KIAN CAPITAL PARTNERS, LLC — crossed $1B in regulatory AUM ($985.9M -> $1.10B). IAPD ↗fund
$1.10B RAUM · 16 reps · 704-943-2500 · kiancapital.com
70
MAKARORA — crossed $1B in regulatory AUM ($353.3M -> $1.09B). IAPD ↗fund
$1.09B RAUM · 12 reps · 646-647-4133
70
LYKOS GLOBAL MANAGEMENT, LP — crossed $1B in regulatory AUM ($810.0M -> $1.38B). IAPD ↗fund
$1.38B RAUM · 6 reps · (203) 902-4008 · lykosglobal.com
70
DUNDEE MAESTRO MANAGEMENT, LP — crossed $1B in regulatory AUM ($958.9M -> $1.57B). IAPD ↗fund
$1.57B RAUM · 6 reps · 914-815-0896
70
CCS PARTNERS LLC — crossed $1B in regulatory AUM ($409.2M -> $1.64B). IAPD ↗fund
$1.64B RAUM · 7 reps · 212 224-9400 · ccs-partners.com
70
LONGUEVUE MANAGEMENT COMPANY LLC — crossed $1B in regulatory AUM ($802.0M -> $1.01B). IAPD ↗fund
$1.01B RAUM · 18 reps · 504-293-3600 · lvcpartners.com
70
MOUNTAIN POINT CREDIT MANAGEMENT LLC — crossed $1B in regulatory AUM ($15.2M -> $1.22B). IAPD ↗fund
$1.22B RAUM · 5 reps · 203-900-5855 · mountainpointcredit.com
70
TALLVINE PARTNERS MANAGEMENT LP — crossed $1B in regulatory AUM ($469.6M -> $1.42B). IAPD ↗fund
$1.42B RAUM · 12 reps · 786-475-3890 · tallvinepartners.com
70
UNIFI ASSET MANAGEMENT LP — crossed $1B in regulatory AUM ($120.0M -> $4.30B). IAPD ↗fund
$4.30B RAUM · 6 reps · 212-351-5601 · unifiam.com
70
PERMIRA CREDIT LLC — crossed $1B in regulatory AUM ($424.6M -> $1.34B). IAPD ↗fund
$1.34B RAUM · 22 reps · 650-681-4701
70
SLG CAPITAL MANAGEMENT LLC — crossed $1B in regulatory AUM ($100.3M -> $1.31B). IAPD ↗fund
$1.31B RAUM · 15 reps · 212-594-2700
70
STONE POINT CREDIT INCOME ADVISER LLC — crossed $1B in regulatory AUM ($1.1M -> $1.19B). IAPD ↗fund
$1.19B RAUM · 64 reps · 203-862-2900 · stonepoint.com
70
FIVESPAN PARTNERS, LP — crossed $1B in regulatory AUM ($628.7M -> $1.00B). IAPD ↗fund
$1.00B RAUM · 5 reps · (415) 318-7900
70
TALOS EURISKO ASSET MANAGEMENT LP — crossed $1B in regulatory AUM ($938.2M -> $1.76B). IAPD ↗fund
$1.76B RAUM · 5 reps · (646) 849-6758 · talosfunds.com
70
CORINTHIA GLOBAL MANAGEMENT — crossed $1B in regulatory AUM ($261.4M -> $1.20B). IAPD ↗fund
$1.20B RAUM · 19 reps · +1 (980) 418-2215 · corinthiagm.com
70
SITUATIONAL AWARENESS LP — crossed $1B in regulatory AUM ($383.0M -> $9.28B). IAPD ↗fund
$9.28B RAUM · 4 reps · 415-916-1521
70
TCW PT MANAGEMENT COMPANY LLC — crossed $1B in regulatory AUM ($770.9M -> $2.70B). IAPD ↗fund
$2.70B RAUM · 38 reps · 213-244-0000 · tcw.com
70
INFINITUM ASSET MANAGEMENT, LLC — crossed $1B in regulatory AUM ($574.9M -> $1.14B). IAPD ↗fund
$1.14B RAUM · 3 reps · 561-302-1101
70
PAINSWICK CAPITAL MANAGEMENT LP — crossed $1B in regulatory AUM ($511.1M -> $1.59B). IAPD ↗fund
$1.59B RAUM · 5 reps · 212-644-5900 · painswickcapital.com
70
SENIORS HOUSING FUND MANAGER LLC — crossed $1B in regulatory AUM ($799.8M -> $3.79B). IAPD ↗fund
$3.79B RAUM · 18 reps · 419-247-2800
70
SABA LT, LP — crossed $1B in regulatory AUM ($178.4M -> $2.83B). IAPD ↗fund
$2.83B RAUM · 6 reps · 646-569-3030
70
GARNET CREDIT MANAGEMENT LLC — crossed $1B in regulatory AUM ($552.4M -> $2.30B). IAPD ↗fund
$2.30B RAUM · 10 reps · 212-970-6601 · garnetcredit.com
70
SEABURY CAPITAL MANAGEMENT LLC — crossed $1B in regulatory AUM ($120.0M -> $3.02B). IAPD ↗fund
$3.02B RAUM · 6 reps · 347-583-7807 · seaburycapital.com
70
1789 CAPITAL MANAGEMENT — crossed $1B in regulatory AUM ($861.2M -> $2.73B). IAPD ↗fund
$2.73B RAUM · 13 reps · 561-223-9937 · 1789capital.io
70
MILITIA CAPITAL MANAGEMENT, LLC — crossed $1B in regulatory AUM ($370.2M -> $1.48B). IAPD ↗fund
$1.48B RAUM · 5 reps · 1-213-444-9705 · militiacapital.com
70
SUPERSTATE ADVISERS LLC — crossed $1B in regulatory AUM ($295.3M -> $1.25B). IAPD ↗fund
$1.25B RAUM · 3 reps · 201-497-4991 · superstate.co
70
DEFILADE CAPITAL MANAGEMENT, L.P. — crossed $1B in regulatory AUM ($644.1M -> $1.55B). IAPD ↗fund
$1.55B RAUM · 5 reps · 415 849 9478 · defcap.com
60
STRENGTH CAPITAL PARTNERS, LLC — crossed $500M in regulatory AUM ($435.8M -> $528.0M). IAPD ↗institutional
$528.0M RAUM · 9 reps · 248-593-6872 · strengthcapital.com
60
GIFFORD FONG ASSOCIATES — crossed $500M in regulatory AUM ($418.6M -> $517.0M). IAPD ↗institutional
$517.0M RAUM · 5 reps · 925-299-7800 · gfong.com
60
NORTHMARQ FUND MANAGEMENT, LLC — crossed $500M in regulatory AUM ($491.7M -> $541.3M). IAPD ↗institutional
$541.3M RAUM · 7 reps · 503-952-0700 · northmarq.com
60
BRIGHT ROCK CAPITAL MANAGEMENT LLC — crossed $500M in regulatory AUM ($492.0M -> $536.0M). IAPD ↗institutional
$536.0M RAUM · 3 reps · 781-982-6792 · brightrockcap.com
60
TAIBER, KOSMALA & ASSOCIATES, LLC — crossed $500M in regulatory AUM ($499.8M -> $716.7M). IAPD ↗institutional
$716.7M RAUM · 7 reps · 312-300-4781 · taiberkosmala.com
60
EAB INVESTMENT GROUP, LLC — crossed $500M in regulatory AUM ($219.6M -> $506.0M). IAPD ↗institutional
$506.0M RAUM · 4 reps · 646-583-0032 · eabinvestmentgroup.com
60
USCF ADVISERS — crossed $500M in regulatory AUM ($416.0M -> $714.9M). IAPD ↗institutional
$714.9M RAUM · 6 reps · 510-522-9600 · uscfinvestments.com
60
MANA ADVISORS LLC — crossed $500M in regulatory AUM ($436.0M -> $509.0M). IAPD ↗institutional
$509.0M RAUM · 2 reps · 332-201-7620
60
SST BENEFITS CONSULTING — crossed $500M in regulatory AUM ($280.4M -> $524.1M). IAPD ↗institutional
$524.1M RAUM · 3 reps · 949.460.9898
60
IBN ASSET MANAGEMENT, LLC — crossed $500M in regulatory AUM ($485.4M -> $508.2M). IAPD ↗institutional
$508.2M RAUM · 6 reps · 805-277-4738
60
THOMASLLOYD CLIMATE SOLUTIONS LLC — crossed $500M in regulatory AUM ($493.6M -> $558.2M). IAPD ↗institutional
$558.2M RAUM · 2 reps · (914) 449-9703
60
ICR PARTNERS — crossed $500M in regulatory AUM ($479.8M -> $798.7M). IAPD ↗institutional
$798.7M RAUM · 1 reps · (817) 854-3253
60
QUANTECH SOLUTION PARTNERS NORTH AMERICA INC. — crossed $500M in regulatory AUM ($296.1M -> $517.9M). IAPD ↗institutional
$517.9M RAUM · 2 reps · 2129184580
60
AXQ CAPITAL, LP — crossed $500M in regulatory AUM ($286.6M -> $727.1M). IAPD ↗institutional
$727.1M RAUM · 3 reps · (917) 740-9028
60
NEWPOINT REAL ESTATE INVESTMENT MANAGEMENT LLC — crossed $500M in regulatory AUM ($225.8M -> $690.1M). IAPD ↗institutional
$690.1M RAUM · 4 reps · 888-330-6774
60
DECAGON ASSET MANAGEMENT (US) LP — crossed $500M in regulatory AUM ($304.3M -> $720.8M). IAPD ↗institutional
$720.8M RAUM · 1 reps · 646-485-6430 · decagonam.com
60
WISDOMTREE DIGITAL MANAGEMENT, INC. — crossed $500M in regulatory AUM ($129.0M -> $766.0M). IAPD ↗institutional
$766.0M RAUM · 3 reps · 212-801-2080 · wisdomtree.com
60
ANCIENT MANAGEMENT LP D/B/A ANCIENT — crossed $500M in regulatory AUM ($448.3M -> $531.5M). IAPD ↗institutional
$531.5M RAUM · 5 reps · 212-870-8751 · ancientlp.com
60
CAZ INVESTMENTS REGISTERED ADVISER LLC — crossed $500M in regulatory AUM ($179.9M -> $540.6M). IAPD ↗institutional
$540.6M RAUM · 68 reps · 713-403-8250
60
5CLP ADVISOR — crossed $500M in regulatory AUM ($34.1M -> $601.8M). IAPD ↗institutional
$601.8M RAUM · 12 reps · 212-516-3171
60
CURAFIN ADVISORS — crossed $500M in regulatory AUM ($448.4M -> $748.4M). IAPD ↗institutional
$748.4M RAUM · 2 reps · 480-284-7080 · curafinadvisors.com
60
SOPHRON CAPITAL MANAGEMENT — crossed $500M in regulatory AUM ($477.6M -> $527.3M). IAPD ↗institutional
$527.3M RAUM · 2 reps · 212-970-9451
60
VISTASHARES — crossed $500M in regulatory AUM ($4.8M -> $984.0M). IAPD ↗institutional
$984.0M RAUM · 6 reps · 917-319-4683 · vistashares.com
60
MANTEIO SCALABLE TECHNOLOGIES LLC — crossed $500M in regulatory AUM ($428.6M -> $582.5M). IAPD ↗institutional
$582.5M RAUM · 6 reps · 917-736-9209 · mast-funds.com
60
SARDIS GROUP, LLC — crossed $500M in regulatory AUM ($198.3M -> $531.2M). IAPD ↗institutional
$531.2M RAUM · 6 reps · (404) 282-5552 · sardisgroup.com
60
ALTIUM INVESTMENT STRATEGIES LLC — crossed $500M in regulatory AUM ($184.8M -> $517.7M). IAPD ↗institutional
$517.7M RAUM · 4 reps · 813-215-7783
60
RANGE ROCK CAPITAL — crossed $500M in regulatory AUM ($109.8M -> $548.3M). IAPD ↗institutional
$548.3M RAUM · 3 reps · 617-431-3030
60
VARCOV CO. — crossed $500M in regulatory AUM ($150.1M -> $549.6M). IAPD ↗institutional
$549.6M RAUM · 2 reps · 203-543-9165 · varcov.com
60
PLUM ISLAND PARTNERS LLC — crossed $500M in regulatory AUM ($300.0M -> $550.0M). IAPD ↗institutional
$550.0M RAUM · 8 reps · 212-600-9200
55
KAISER PARTNER FINANCIAL ADVISORS LTD. — crossed $1B in regulatory AUM ($981.7M -> $1.76B). IAPD ↗foreign
$1.76B RAUM · 6 reps · +41 44 752 51 52
55
LFA — crossed $1B in regulatory AUM ($883.4M -> $1.09B). IAPD ↗foreign
$1.09B RAUM · 9 reps · +41919212533 · lfa.ch
55
BASELINE WEALTH MANAGEMENT LTD. — crossed $1B in regulatory AUM ($853.4M -> $1.08B). IAPD ↗foreign
$1.08B RAUM · 9 reps · +41 58 105 76 20 · baselinewealth.com
55
AMELIORA WEALTH MANAGEMENT LTD. — crossed $1B in regulatory AUM ($877.7M -> $1.16B). IAPD ↗foreign
$1.16B RAUM · 9 reps · +41 43 336 10 90
55
GRATICULE ASIA MACRO ADVISORS LLC — crossed $1B in regulatory AUM ($682.3M -> $1.54B). IAPD ↗foreign
$1.54B RAUM · 10 reps · 65-6671-2500 · gama.com
55
OLD PEAK LIMITED — crossed $1B in regulatory AUM ($875.9M -> $1.33B). IAPD ↗foreign
$1.33B RAUM · 3 reps · +852 3667 7700 · oldpeakgroup.com
55
BROOKLANDS — crossed $1B in regulatory AUM ($844.5M -> $1.46B). IAPD ↗foreign
$1.46B RAUM · 2 reps · 44 (0)20 7291 8166 · brooklandsfund.com
55
TREZ CAPITAL FUND MANAGEMENT LIMITED PARTNERSHIP — crossed $1B in regulatory AUM ($515.4M -> $2.00B). IAPD ↗foreign
$2.00B RAUM · 6 reps · 604-689-0821 · trezcapital.com
55
GRATICULE ASSET MANAGEMENT ASIA PTE. LTD. — crossed $1B in regulatory AUM ($682.3M -> $1.54B). IAPD ↗foreign
$1.54B RAUM · 10 reps · 65-6671-2500 · gama.com
55
KINGS COURT CAPITAL PTE. LTD — crossed $1B in regulatory AUM ($512.9M -> $1.11B). IAPD ↗foreign
$1.11B RAUM · 5 reps · +65 6978 6507 · kingscourtcap.com
55
ROOT CAPITAL - GESTÃO DE RECURSOS LTDA. — crossed $1B in regulatory AUM ($721.5M -> $1.27B). IAPD ↗foreign
$1.27B RAUM · 12 reps · 55 11 5116 1900 · rootcapital.com.br
55
VIOLA CREDIT PARTNERS MANAGEMENT LIMITED PARTNERSHIP — crossed $1B in regulatory AUM ($856.3M -> $2.00B). IAPD ↗foreign
$2.00B RAUM · 20 reps · +97299520700 · viola-group.com
55
THE RAELIPSKIE PARTNERSHIP — crossed $1B in regulatory AUM ($938.1M -> $1.07B). IAPD ↗foreign
$1.07B RAUM · 11 reps · 519 578 6849 · raelipskie.com
55
PROMETHEUS WEALTH MANAGEMENT SAM — crossed $1B in regulatory AUM ($950.0M -> $1.24B). IAPD ↗foreign
$1.24B RAUM · 6 reps · 00377-99-99-75-75
55
AVALON GLOBAL ASSET MANAGEMENT LLC — crossed $500M in regulatory AUM ($443.8M -> $553.8M). IAPD ↗fund
$553.8M RAUM · 3 reps · 415-615-5200
55
INCA INVESTMENTS, LLC — crossed $500M in regulatory AUM ($468.4M -> $569.6M). IAPD ↗fund
$569.6M RAUM · 7 reps · 305-722-4300 · incainvestments.com
55
NORTHERN RIGHT CAPITAL MANAGEMENT, L.P. — crossed $500M in regulatory AUM ($398.1M -> $552.8M). IAPD ↗fund
$552.8M RAUM · 3 reps · (203) 883-9441 · northernrightcap.com
55
FIREBIRD MANAGEMENT — crossed $500M in regulatory AUM ($494.7M -> $745.0M). IAPD ↗fund
$745.0M RAUM · 4 reps · 212-698-9260 · fbird.com
55
DG CAPITAL MANAGEMENT, LLC — crossed $500M in regulatory AUM ($489.4M -> $521.9M). IAPD ↗fund
$521.9M RAUM · 11 reps · 646-942-5700
55
TSW II CAPITAL ADVISORS, LLC — crossed $500M in regulatory AUM ($446.5M -> $544.5M). IAPD ↗fund
$544.5M RAUM · 7 reps · 423-267-1430 · tsw3ventures.com
55
CADENT ENERGY PARTNERS — crossed $500M in regulatory AUM ($318.9M -> $643.5M). IAPD ↗fund
$643.5M RAUM · 2 reps · 203-638-5005 · cadentenergy.com
55
CALVERT STREET CAPITAL PARTNERS, INC. — crossed $500M in regulatory AUM ($421.0M -> $663.1M). IAPD ↗fund
$663.1M RAUM · 17 reps · 443-573-3700
55
CASTLE HARLAN, INC. — crossed $500M in regulatory AUM ($471.1M -> $678.0M). IAPD ↗fund
$678.0M RAUM · 11 reps · 212-644-8600 · castleharlan.com
55
REFLOW SERVICES, LLC — crossed $500M in regulatory AUM ($333.8M -> $521.4M). IAPD ↗fund
$521.4M RAUM · 2 reps · (888) 648-0668 · reflow.com
55
SAVANNA INVESTMENT MANAGEMENT LLC — crossed $500M in regulatory AUM ($366.7M -> $579.5M). IAPD ↗fund
$579.5M RAUM · 18 reps · 212-229-0101
55
MP NEXT CAPITAL — crossed $500M in regulatory AUM ($455.9M -> $590.7M). IAPD ↗fund
$590.7M RAUM · 8 reps · 610-526-2700
55
GFG ALTERNATIVE INVESTMENT ADVISORS LLC — crossed $500M in regulatory AUM ($466.1M -> $599.6M). IAPD ↗fund
$599.6M RAUM · 3 reps · 203-742-1473
55
A.W. JONES — crossed $500M in regulatory AUM ($487.8M -> $547.0M). IAPD ↗fund
$547.0M RAUM · 4 reps · 646-517-6400 · awjones.com
55
SUNTX CAPITAL MANAGEMENT CORP. — crossed $500M in regulatory AUM ($470.7M -> $554.2M). IAPD ↗fund
$554.2M RAUM · 9 reps · 972-663-8900 · suntx.com
55
TOPSPIN MANAGEMENT COMPANY LBO LLC — crossed $500M in regulatory AUM ($492.9M -> $685.6M). IAPD ↗fund
$685.6M RAUM · 8 reps · 914-834-7370 · topspincp.com
55
SAINTS CAPITAL — crossed $500M in regulatory AUM ($419.9M -> $659.3M). IAPD ↗fund
$659.3M RAUM · 4 reps · 415-773-2080
55
SIGHTLINE PARTNERS LLC — crossed $500M in regulatory AUM ($251.2M -> $567.1M). IAPD ↗fund
$567.1M RAUM · 5 reps · 952-641-0300 · sightlinepartners.com
55
LFL ADVISERS, LLC — crossed $500M in regulatory AUM ($447.1M -> $506.8M). IAPD ↗fund
$506.8M RAUM · 2 reps · 8478688750
55
BOARDMAN BAY CAPITAL MANAGEMENT LLC — crossed $500M in regulatory AUM ($163.7M -> $518.4M). IAPD ↗fund
$518.4M RAUM · 3 reps · 646-358-4181 · boardmanbay.com
55
424 CAPITAL, LLC — crossed $500M in regulatory AUM ($396.7M -> $584.5M). IAPD ↗fund
$584.5M RAUM · 16 reps · 781-295-4000
55
ARCAPITA INVESTMENT MANAGEMENT US INC. — crossed $500M in regulatory AUM ($490.8M -> $674.6M). IAPD ↗fund
$674.6M RAUM · 8 reps · (404) 920-9000 · arcapita.com
55
801 WEST CAPITAL MANAGEMENT, LLC — crossed $500M in regulatory AUM ($457.6M -> $515.9M). IAPD ↗fund
$515.9M RAUM · 4 reps · 503-548-1730 · 801westllc.com
55
OAKWOOD REAL ESTATE PARTNERS, LLC — crossed $500M in regulatory AUM ($497.4M -> $540.2M). IAPD ↗fund
$540.2M RAUM · 4 reps · 303-595-7679 · oakwoodmultifamily.com
55
SEQUEL HOLDINGS, L.P. — crossed $500M in regulatory AUM ($486.9M -> $563.0M). IAPD ↗fund
$563.0M RAUM · 10 reps · 214-292-4150 · sequelholdings.com
55
STEAMBOAT CAPITAL PARTNERS, LLC — crossed $500M in regulatory AUM ($377.7M -> $515.6M). IAPD ↗fund
$515.6M RAUM · 3 reps · 212-986-1702
55
COUNCIL CAPITAL FUNDS MANAGEMENT, LLC — crossed $500M in regulatory AUM ($496.9M -> $518.6M). IAPD ↗fund
$518.6M RAUM · 8 reps · 615-627-0402
55
SAVANO DIRECT CAPITAL PARTNERS, LLC — crossed $500M in regulatory AUM ($414.0M -> $519.1M). IAPD ↗fund
$519.1M RAUM · 8 reps · 443-873-3561 · savanocapital.com
55
AISLING CAPITAL MANAGEMENT LP — crossed $500M in regulatory AUM ($446.2M -> $716.4M). IAPD ↗fund
$716.4M RAUM · 8 reps · 212-651-6380 · aislingcapital.com
55
MUDDY WATERS CAPITAL LLC — crossed $500M in regulatory AUM ($308.8M -> $576.3M). IAPD ↗fund
$576.3M RAUM · 10 reps · (415) 429-8167
55
CIMARRON HEALTHCARE CAPITAL, LLC — crossed $500M in regulatory AUM ($447.7M -> $532.7M). IAPD ↗fund
$532.7M RAUM · 7 reps · 801-849-9293 · cimarronhc.com
55
CAPITALA PRIVATE ADVISORS, LLC — crossed $500M in regulatory AUM ($493.6M -> $505.1M). IAPD ↗fund
$505.1M RAUM · 14 reps · 704-376-5502 · capitalagroup.com
55
BLACK BAY PARTNERS, LLC — crossed $500M in regulatory AUM ($383.5M -> $830.1M). IAPD ↗fund
$830.1M RAUM · 12 reps · 504-227-3020 · blackbaypartners.com
55
EAGLE MERCHANT PARTNERS — crossed $500M in regulatory AUM ($408.7M -> $840.6M). IAPD ↗fund
$840.6M RAUM · 15 reps · 404-974-2480 · eaglemerchantpartners.com
55
SHOREHILL CAPITAL LLC — crossed $500M in regulatory AUM ($480.0M -> $576.2M). IAPD ↗fund
$576.2M RAUM · 10 reps · 312-876-7267
55
ALPHA PARTNERS MANAGEMENT, LLC — crossed $500M in regulatory AUM ($404.7M -> $537.5M). IAPD ↗fund
$537.5M RAUM · 10 reps · 212-381-4411 · alphapartners.com
55
ALTERA PRIVATE ACCESS, LLC — crossed $500M in regulatory AUM ($479.1M -> $519.1M). IAPD ↗fund
$519.1M RAUM · 4 reps · 404-537-2759
55
MANDARINFISH MANAGEMENT, LLC — crossed $500M in regulatory AUM ($376.9M -> $507.7M). IAPD ↗fund
$507.7M RAUM · 1 reps · 401.996.8647
55
THAMES CAPITAL MANAGEMENT, LLC — crossed $500M in regulatory AUM ($455.6M -> $830.5M). IAPD ↗fund
$830.5M RAUM · 3 reps · 973-200-6725 · thamescapitalmanagement.com
55
CMT ASSET MANAGEMENT LLC — crossed $500M in regulatory AUM ($491.4M -> $532.7M). IAPD ↗fund
$532.7M RAUM · 12 reps · 312-930-9050
55
BLACKSAND CAPITAL, LLC — crossed $500M in regulatory AUM ($487.3M -> $506.3M). IAPD ↗fund
$506.3M RAUM · 7 reps · 808-738-8400 · blacksandcapital.com
55
PARALLAXES CAPITAL — crossed $500M in regulatory AUM ($499.5M -> $620.8M). IAPD ↗fund
$620.8M RAUM · 2 reps · 217-255-3906 · plxcap.com
55
NEBARI PARTNERS, LLC — crossed $500M in regulatory AUM ($387.0M -> $509.7M). IAPD ↗fund
$509.7M RAUM · 11 reps · 212-989-8900 · nebari.com
55
INFINEDI PARTNERS, LP — crossed $500M in regulatory AUM ($425.4M -> $577.3M). IAPD ↗fund
$577.3M RAUM · 5 reps · 917-596-4593
55
KAH CAPITAL MANAGEMENT, LLC — crossed $500M in regulatory AUM ($380.5M -> $605.3M). IAPD ↗fund
$605.3M RAUM · 5 reps · 703-677-3424 · kahcapital.com
55
CACM — crossed $500M in regulatory AUM ($460.1M -> $513.3M). IAPD ↗fund
$513.3M RAUM · 2 reps · 212-668-0697
55
OCO CAPITAL PARTNERS LP — crossed $500M in regulatory AUM ($402.8M -> $651.8M). IAPD ↗fund
$651.8M RAUM · 2 reps · 929-293-0826
55
9YARDS CAPITAL MANAGEMENT LP — crossed $500M in regulatory AUM ($494.9M -> $687.6M). IAPD ↗fund
$687.6M RAUM · 7 reps · 424-371-6926 · 9yards.vc
55
PIKE STREET CAPITAL — crossed $500M in regulatory AUM ($411.2M -> $727.4M). IAPD ↗fund
$727.4M RAUM · 7 reps · 425-686-3320
55
TAURUS PRIVATE MARKETS, LLC — crossed $500M in regulatory AUM ($323.7M -> $508.7M). IAPD ↗fund
$508.7M RAUM · 5 reps · 484-318-8650
55
PRESERVATION EQUITY FUND ADVISORS, LLC — crossed $500M in regulatory AUM ($418.9M -> $502.9M). IAPD ↗fund
$502.9M RAUM · 3 reps · 714-662-5565 · pefadvisors.com
55
REALIZATION CAPITAL PARTNERS MANAGEMENT LLC — crossed $500M in regulatory AUM ($495.2M -> $565.9M). IAPD ↗fund
$565.9M RAUM · 6 reps · 650-444-5874 · realicap.com
55
MEP CAPITAL MANAGEMENT, LLC — crossed $500M in regulatory AUM ($423.9M -> $507.3M). IAPD ↗fund
$507.3M RAUM · 5 reps · 917-593-6414
55
EXOME ASSET MANAGEMENT LLC — crossed $500M in regulatory AUM ($210.8M -> $548.6M). IAPD ↗fund
$548.6M RAUM · 6 reps · 212-403-3900
55
TABOR ASSET MANAGEMENT, LP — crossed $500M in regulatory AUM ($303.2M -> $577.2M). IAPD ↗fund
$577.2M RAUM · 4 reps · 646-921-7954
55
CARR'S HILL PARTNERS — crossed $500M in regulatory AUM ($335.2M -> $502.1M). IAPD ↗fund
$502.1M RAUM · 8 reps · 504-332-0901
55
TRGP INVESTMENT PARTNERS, LP — crossed $500M in regulatory AUM ($471.3M -> $726.8M). IAPD ↗fund
$726.8M RAUM · 13 reps · 212-527-9600 · trgpcap.com
55
LAGO ASSET MANAGEMENT — crossed $500M in regulatory AUM ($457.3M -> $604.9M). IAPD ↗fund
$604.9M RAUM · 14 reps · 7734175246 · lagoinnovation.com
55
11 CAPITAL PARTNERS LP — crossed $500M in regulatory AUM ($411.3M -> $503.5M). IAPD ↗fund
$503.5M RAUM · 4 reps · 646-989-3735 · 11capitalpartners.com
55
SUMMIT HOUSE CAPITAL MANAGEMENT, LLC — crossed $500M in regulatory AUM ($381.8M -> $518.7M). IAPD ↗fund
$518.7M RAUM · 6 reps · (214) 227-7792 · summithousecapital.com
55
EVE PARTNERS — crossed $500M in regulatory AUM ($330.4M -> $641.3M). IAPD ↗fund
$641.3M RAUM · 12 reps · 904-875-5375 · evepartners.com
55
KARMEL CAPITAL MANAGEMENT LLC — crossed $500M in regulatory AUM ($170.3M -> $636.1M). IAPD ↗fund
$636.1M RAUM · 8 reps · 858-208-3588
55
CROSSBEAM VENTURE PARTNERS — crossed $500M in regulatory AUM ($423.1M -> $507.7M). IAPD ↗fund
$507.7M RAUM · 5 reps · 212-812-0210 · crossbeam.vc
55
OCTAHEDRON CAPITAL MANAGEMENT, L.P. — crossed $500M in regulatory AUM ($358.8M -> $594.2M). IAPD ↗fund
$594.2M RAUM · 4 reps · 858-243-2204
55
LONG WALK MANAGEMENT LP — crossed $500M in regulatory AUM ($376.8M -> $603.6M). IAPD ↗fund
$603.6M RAUM · 2 reps · 917-817-9743 · longwalkmgmt.com
55
QVIDTVM MANAGEMENT LLC — crossed $500M in regulatory AUM ($458.8M -> $555.8M). IAPD ↗fund
$555.8M RAUM · 1 reps · 212-457-9077 · qvidtvm.com
55
GRAFINE CAPITAL HOLDINGS LLC — crossed $500M in regulatory AUM ($457.6M -> $775.0M). IAPD ↗fund
$775.0M RAUM · 6 reps · 212-235-2045 · grafine.com
55
PERMANENT EQUITY MANAGEMENT — crossed $500M in regulatory AUM ($464.9M -> $508.8M). IAPD ↗fund
$508.8M RAUM · 13 reps · 573-445-0678
55
BASTION MANAGEMENT II LLC — crossed $500M in regulatory AUM ($455.0M -> $572.7M). IAPD ↗fund
$572.7M RAUM · 8 reps · +1-203-594-9264 · mesirow.com
55
HIDDENITE CAPITAL PARTNERS LP — crossed $500M in regulatory AUM ($137.8M -> $634.5M). IAPD ↗fund
$634.5M RAUM · 3 reps · 831-233-4225 · hiddenitecap.com
55
HARRADEN CIRCLE INVESTMENTS, LLC — crossed $500M in regulatory AUM ($451.8M -> $562.9M). IAPD ↗fund
$562.9M RAUM · 4 reps · (212) 832-0112 · harradencircle.com
55
LYNX1 CAPITAL MANAGEMENT LP — crossed $500M in regulatory AUM ($310.3M -> $626.7M). IAPD ↗fund
$626.7M RAUM · 4 reps · 929-888-7476
55
ARMADILLO LITIGATION FUNDING LLC — crossed $500M in regulatory AUM ($493.4M -> $581.4M). IAPD ↗fund
$581.4M RAUM · 7 reps · 713.861.7200 · armadillolf.com
55
GAVILAN INVESTMENT PARTNERS LLC — crossed $500M in regulatory AUM ($445.1M -> $514.7M). IAPD ↗fund
$514.7M RAUM · 2 reps · 650-334-4990 · gavilanpartners.com
55
MIRI CAPITAL MANAGEMENT LLC — crossed $500M in regulatory AUM ($494.7M -> $929.7M). IAPD ↗fund
$929.7M RAUM · 7 reps · 617-938-3843 · miricapital.com
55
PHARVISION ADVISERS, LLC — crossed $500M in regulatory AUM ($315.9M -> $513.2M). IAPD ↗fund
$513.2M RAUM · 1 reps · 561-614-6014 · pharvision.ai
55
BANYAN ALPHA INVESTMENT L.P. — crossed $500M in regulatory AUM ($433.9M -> $751.9M). IAPD ↗fund
$751.9M RAUM · 4 reps · 650-254-6608 · banyanalpha.com
55
RIVERMONT CAPITAL MANAGEMENT LP — crossed $500M in regulatory AUM ($413.5M -> $617.9M). IAPD ↗fund
$617.9M RAUM · 3 reps · 212-970-0070 · rivermontcapitallp.com
55
CALLODINE CREDIT MANAGEMENT — crossed $500M in regulatory AUM ($467.2M -> $603.0M). IAPD ↗fund
$603.0M RAUM · 8 reps · 617-880-7494
55
327 CAPITAL PARTNERS, LLC — crossed $500M in regulatory AUM ($436.2M -> $505.5M). IAPD ↗fund
$505.5M RAUM · 1 reps · 210-320-0202
55
5TH CENTURY PARTNERS — crossed $500M in regulatory AUM ($397.9M -> $521.2M). IAPD ↗fund
$521.2M RAUM · 14 reps · 312-242-0071
55
GDA LUMA CAPITAL MANAGEMENT, LP — crossed $500M in regulatory AUM ($406.5M -> $592.4M). IAPD ↗fund
$592.4M RAUM · 13 reps · 917-312-6701 · gdaluma.com
55
FAIRBRIDGE ASSET MANAGEMENT LLC — crossed $500M in regulatory AUM ($370.7M -> $535.4M). IAPD ↗fund
$535.4M RAUM · 7 reps · 833-869-3443
55
EMBASSY ASSET MANAGEMENT LP — crossed $500M in regulatory AUM ($426.7M -> $774.0M). IAPD ↗fund
$774.0M RAUM · 4 reps · 862.278.2113 · embassyfunds.com
55
LIONHEART STRATEGIC MANAGEMENT, LLC — crossed $500M in regulatory AUM ($370.9M -> $508.7M). IAPD ↗fund
$508.7M RAUM · 11 reps · 646-744-2284 · lionheartstrategic.com
55
MACHINE INVESTMENT GROUP, LP — crossed $500M in regulatory AUM ($455.3M -> $623.7M). IAPD ↗fund
$623.7M RAUM · 11 reps · 917-970-0313 · machineinv.com
55
WAYSTONE ASSET MANAGEMENT (USA) LLC — crossed $500M in regulatory AUM ($131.0M -> $742.6M). IAPD ↗fund
$742.6M RAUM · 4 reps · 312-724-9036 · waystone.com
55
KAIN CAPITAL — crossed $500M in regulatory AUM ($476.0M -> $808.9M). IAPD ↗fund
$808.9M RAUM · 8 reps · 646-631-2200
55
NORTHERN LAKES CAPITAL, L.P. — crossed $500M in regulatory AUM ($320.7M -> $575.4M). IAPD ↗fund
$575.4M RAUM · 10 reps · 612-562-4288
55
IRON PATH CAPITAL, L.P. — crossed $500M in regulatory AUM ($447.1M -> $698.5M). IAPD ↗fund
$698.5M RAUM · 17 reps · 434-257-3288
55
DEEPWATER ASSET MANAGEMENT, LLC — crossed $500M in regulatory AUM ($457.7M -> $626.7M). IAPD ↗fund
$626.7M RAUM · 8 reps · 612-424-1393
55
CYPRESS POINT INVESTMENT MANAGEMENT LP — crossed $500M in regulatory AUM ($283.9M -> $512.4M). IAPD ↗fund
$512.4M RAUM · 4 reps · 415-598-1040 · cypresspointlp.com
55
SATURN V CAPITAL MANAGEMENT LP — crossed $500M in regulatory AUM ($424.2M -> $793.2M). IAPD ↗fund
$793.2M RAUM · 4 reps · 415-738-4435
55
HUDSON HILL CAPITAL MANAGEMENT, LLC — crossed $500M in regulatory AUM ($474.3M -> $518.1M). IAPD ↗fund
$518.1M RAUM · 5 reps · (212) 551-4690
55
OPTO INVESTMENT MANAGEMENT, LLC — crossed $500M in regulatory AUM ($371.0M -> $565.4M). IAPD ↗fund
$565.4M RAUM · 6 reps · 212-658-0382
55
ARCHER CAPITAL GROUP MANAGEMENT, LLC — crossed $500M in regulatory AUM ($285.6M -> $659.6M). IAPD ↗fund
$659.6M RAUM · 8 reps · 310-916-9599 · archercapg.com
55
TOWER BAY ASSET MANAGEMENT LP — crossed $500M in regulatory AUM ($492.4M -> $513.6M). IAPD ↗fund
$513.6M RAUM · 5 reps · 203-610-8806 · towerbayassetmanagement.com
55
TERRAMONT INFRASTRUCTURE MANAGEMENT LLC — crossed $500M in regulatory AUM ($161.2M -> $549.9M). IAPD ↗fund
$549.9M RAUM · 6 reps · 212-572-6469 · terramontinfra.com
55
GREYBULL ADVISORS, LLC — crossed $500M in regulatory AUM ($310.8M -> $513.6M). IAPD ↗fund
$513.6M RAUM · 6 reps · (307) 364-6400
55
GOODLANDER INVESTMENT MANAGEMENT, LLC — crossed $500M in regulatory AUM ($324.1M -> $660.5M). IAPD ↗fund
$660.5M RAUM · 5 reps · 254-716-6313 · goodlanderim.com
55
SEMINAL FOOD AND NUTRITION INVESTMENTS, LLC — crossed $500M in regulatory AUM ($411.0M -> $613.2M). IAPD ↗fund
$613.2M RAUM · 5 reps · 267-778-4045 · semcap.com
55
BITWISE INVESTMENT MANAGER, LLC — crossed $500M in regulatory AUM ($67.8M -> $500.8M). IAPD ↗fund
$500.8M RAUM · 8 reps · 415-707-3663 · btopetf.com
55
DI INVESTMENT MANAGEMENT LP — crossed $500M in regulatory AUM ($365.4M -> $617.6M). IAPD ↗fund
$617.6M RAUM · 45 reps · 214-775-4712 · dalfen.com
55
K FUND CAPITAL MANAGEMENT, LLC — crossed $500M in regulatory AUM ($342.1M -> $539.3M). IAPD ↗fund
$539.3M RAUM · 1 reps · (310) 663-9090
55
CUREWELL CAPITAL MANAGEMENT, LLC — crossed $500M in regulatory AUM ($196.8M -> $744.3M). IAPD ↗fund
$744.3M RAUM · 7 reps · 310-361-1510 · curewellcapital.com
55
HVPF MANAGER II, LLC — crossed $500M in regulatory AUM ($430.0M -> $527.2M). IAPD ↗fund
$527.2M RAUM · 11 reps · 917-398-4100 · hudsonvalleypropertygroup.com
55
ALIGNMENT GROWTH — crossed $500M in regulatory AUM ($391.0M -> $593.2M). IAPD ↗fund
$593.2M RAUM · 9 reps · (917) 848-3552 · alignmentgrowth.com
55
FAROPOINT VENTURES, LLC — crossed $500M in regulatory AUM ($227.3M -> $780.0M). IAPD ↗fund
$780.0M RAUM · 49 reps · 408-609-3725
55
VELOCITY CAPITAL MANAGEMENT LLC — crossed $500M in regulatory AUM ($256.4M -> $598.2M). IAPD ↗fund
$598.2M RAUM · 8 reps · 212-540-7133
55
HUMBLE GROWTH — crossed $500M in regulatory AUM ($402.5M -> $501.6M). IAPD ↗fund
$501.6M RAUM · 10 reps · 212-220-1588 · humblegrowth.com
55
SATURN FIVE ADVISORS LLC — crossed $500M in regulatory AUM ($401.8M -> $556.1M). IAPD ↗fund
$556.1M RAUM · 3 reps · 720-314-8373 · saturnfive.com
55
DAVERN CAPITAL PARTNERS, LP — crossed $500M in regulatory AUM ($57.5M -> $715.1M). IAPD ↗fund
$715.1M RAUM · 3 reps · (646) 485-6541 · daverncapital.com
55
OGCI CLIMATE INVESTMENTS MANAGEMENT COMPANY (USA), LLC — crossed $500M in regulatory AUM ($469.9M -> $831.4M). IAPD ↗fund
$831.4M RAUM · 25 reps · 1-713-402-8266
55
TWO SIGMA REAL ESTATE, LP — crossed $500M in regulatory AUM ($225.0M -> $581.7M). IAPD ↗fund
$581.7M RAUM · 13 reps · (212) 625-5700
55
THE BRYDON GROUP — crossed $500M in regulatory AUM ($314.9M -> $721.5M). IAPD ↗fund
$721.5M RAUM · 19 reps · 202-990-7605
55
ONDO CAPITAL MANAGEMENT LLC — crossed $500M in regulatory AUM ($406.5M -> $952.4M). IAPD ↗fund
$952.4M RAUM · 7 reps · 203-489-5000 · ondo.finance
55
JAFFA CAPITAL MANAGEMENT LLC — crossed $500M in regulatory AUM ($220.0M -> $597.2M). IAPD ↗fund
$597.2M RAUM · 4 reps · 216-245-1231 · jaffamanagement.com
55
BLUE OWL STRATEGIC EQUITY ADVISORS LLC — crossed $500M in regulatory AUM ($310.1M -> $613.9M). IAPD ↗fund
$613.9M RAUM · 250 reps · (212) 419-3000
55
TWO ROADS PARTNERS MANAGEMENT, LP — crossed $500M in regulatory AUM ($487.6M -> $578.9M). IAPD ↗fund
$578.9M RAUM · 13 reps · 212-300-9803 · tworoads.com
55
3 BOOMERANG CAPITAL, LP — crossed $500M in regulatory AUM ($385.4M -> $546.1M). IAPD ↗fund
$546.1M RAUM · 12 reps · 203-653-5300 · 3boomerang.com
55
DYNASTY EQUITY PARTNERS MANAGEMENT, LLC — crossed $500M in regulatory AUM ($391.5M -> $669.8M). IAPD ↗fund
$669.8M RAUM · 11 reps · 212-970-9850
55
HARVEST GROWTH CAPITAL — crossed $500M in regulatory AUM ($447.9M -> $626.9M). IAPD ↗fund
$626.9M RAUM · 1 reps · 512-466-9118 · harvestgrowthcapital.com
55
CYTIUM INVESTMENT MANAGEMENT, LLC — crossed $500M in regulatory AUM ($459.9M -> $749.0M). IAPD ↗fund
$749.0M RAUM · 3 reps · 347-503-1338 · cytiuminv.com
55
BIRNAM OAK ADVISORS, LP — crossed $500M in regulatory AUM ($372.4M -> $577.0M). IAPD ↗fund
$577.0M RAUM · 3 reps · 212-970-5800 · birnam-oak.com
55
SAOTHAIR CAPITAL PARTNERS — crossed $500M in regulatory AUM ($163.3M -> $500.7M). IAPD ↗fund
$500.7M RAUM · 6 reps · 484-658-3100
55
GUMSHOE CAPITAL MANAGEMENT LLC — crossed $500M in regulatory AUM ($352.1M -> $570.6M). IAPD ↗fund
$570.6M RAUM · 4 reps · 646-264-4403 · gumshoecap.com
55
ION PACIFIC, INC. — crossed $500M in regulatory AUM ($483.1M -> $554.9M). IAPD ↗fund
$554.9M RAUM · 8 reps · +1-714-408-4618 · ionpacific.com
55
CONTINUIM EQUITY PARTNERS, LP — crossed $500M in regulatory AUM ($348.8M -> $560.4M). IAPD ↗fund
$560.4M RAUM · 17 reps · 412-586-7651 · continuim.com
55
BROADWING CAPITAL MANAGEMENT LLC — crossed $500M in regulatory AUM ($422.2M -> $513.1M). IAPD ↗fund
$513.1M RAUM · 10 reps · 972-503-9776
55
CLEARLIST CAPITAL LLC — crossed $500M in regulatory AUM ($434.1M -> $959.8M). IAPD ↗fund
$959.8M RAUM · 4 reps · 212-207-1370
55
FORTWOOD CAPITAL LP — crossed $500M in regulatory AUM ($320.8M -> $513.0M). IAPD ↗fund
$513.0M RAUM · 4 reps · 475-303-3380
55
AGELLUS CAPITAL, LLC — crossed $500M in regulatory AUM ($469.6M -> $507.8M). IAPD ↗fund
$507.8M RAUM · 11 reps · 314-408-5600
55
INDAGO CAPITAL LLC — crossed $500M in regulatory AUM ($289.4M -> $555.9M). IAPD ↗fund
$555.9M RAUM · 8 reps · 212-680-4970
55
GARDEN INVESTMENTS — crossed $500M in regulatory AUM ($463.1M -> $507.7M). IAPD ↗fund
$507.7M RAUM · 8 reps · (203) 242-8370
55
POLEN CAPITAL CLO MANAGEMENT, LLC — crossed $500M in regulatory AUM ($157.2M -> $808.4M). IAPD ↗fund
$808.4M RAUM · 28 reps · 781-283-8500
55
MW ADVISOR, LLC — crossed $500M in regulatory AUM ($260.2M -> $552.5M). IAPD ↗fund
$552.5M RAUM · 19 reps · 212-500-3000
55
M37 MANAGEMENT LP — crossed $500M in regulatory AUM ($232.6M -> $656.4M). IAPD ↗fund
$656.4M RAUM · 4 reps · 347-267-1584 · m37.com
55
SPRUCE STREET CAPITAL LP — crossed $500M in regulatory AUM ($293.0M -> $555.9M). IAPD ↗fund
$555.9M RAUM · 3 reps · (646) 416-9712
55
BELLTOWER PARTNERS — crossed $500M in regulatory AUM ($477.7M -> $681.4M). IAPD ↗fund
$681.4M RAUM · 4 reps · 212-960-8042 · belltowerpartners.com
55
ELMIND CAPITAL LP — crossed $500M in regulatory AUM ($374.8M -> $613.6M). IAPD ↗fund
$613.6M RAUM · 1 reps · 650-796-6466
55
RITHM CAPITAL ADVISORS LLC — crossed $500M in regulatory AUM ($274.1M -> $825.7M). IAPD ↗fund
$825.7M RAUM · 21 reps · 212 850 7770 · rithmcap.com
55
SQ CAPITAL LLC — crossed $500M in regulatory AUM ($125.7M -> $556.1M). IAPD ↗fund
$556.1M RAUM · 9 reps · 646-435-3720 · sqcapital.com
55
ARA GC PARTNERS, LLC — crossed $500M in regulatory AUM ($150.0M -> $935.9M). IAPD ↗fund
$935.9M RAUM · 9 reps · 713-337-9150
55
CC CAPITAL INSURANCE ADVISORS LLC — crossed $500M in regulatory AUM ($320.0M -> $937.4M). IAPD ↗fund
$937.4M RAUM · 1 reps · 212-355-5515 · cc.capital
55
DERBY LANE — crossed $500M in regulatory AUM ($340.0M -> $746.3M). IAPD ↗fund
$746.3M RAUM · 9 reps · (646) 530-6465 · derbyln.com
55
PEACHTREE GROUP — crossed $500M in regulatory AUM ($155.7M -> $940.8M). IAPD ↗fund
$940.8M RAUM · 69 reps · 404-497-4111
55
COASTLANDS CAPITAL LP — crossed $500M in regulatory AUM ($408.7M -> $785.0M). IAPD ↗fund
$785.0M RAUM · 3 reps · 415-249-1282 · coastlands.capital
55
TENSOR EDGE CAPITAL, LLC — crossed $500M in regulatory AUM ($109.5M -> $584.8M). IAPD ↗fund
$584.8M RAUM · 5 reps · 617-468-6054
55
TRAILS EDGE CAPITAL PARTNERS, LP — crossed $500M in regulatory AUM ($389.0M -> $933.4M). IAPD ↗fund
$933.4M RAUM · 5 reps · (770) 600-9010
55
APHIAS CAPITAL, L.P. — crossed $500M in regulatory AUM ($350.0M -> $542.1M). IAPD ↗fund
$542.1M RAUM · 11 reps · 415-320-1644 · aphias.com
55
IRONARC MANAGEMENT, LLC — crossed $500M in regulatory AUM ($209.6M -> $834.1M). IAPD ↗fund
$834.1M RAUM · 4 reps · (206) 450-7899 · ironarcventures.com
40
DEANS KNIGHT CAPITAL MANAGEMENT — crossed $500M in regulatory AUM ($336.0M -> $538.3M). IAPD ↗foreign
$538.3M RAUM · 7 reps · 604-669-0212 · deansknight.com
40
GOLD INVESTMENT MANAGEMENT LTD. — crossed $500M in regulatory AUM ($409.5M -> $525.8M). IAPD ↗foreign
$525.8M RAUM · 3 reps · 780-436-9955
40
LLOYD CAPITAL LLC — crossed $500M in regulatory AUM ($469.7M -> $863.3M). IAPD ↗foreign
$863.3M RAUM · 8 reps · +41445332230 · lloydcapital.ch
40
HELVETIA INVESTMENT ADVISORS — crossed $500M in regulatory AUM ($370.5M -> $506.8M). IAPD ↗foreign
$506.8M RAUM · 1 reps · +41919100583 · helvetia-ia.com
40
RAYS CAPITAL PARTNERS LIMITED — crossed $500M in regulatory AUM ($362.8M -> $547.2M). IAPD ↗foreign
$547.2M RAUM · 14 reps · 852 3973 6700 · rayscapital.com
40
VOYA INVESTMENT MANAGEMENT (UK) LIMITED — crossed $500M in regulatory AUM ($409.7M -> $522.1M). IAPD ↗foreign
$522.1M RAUM · 10 reps · 44 020 3526 9449
40
ALLSPRING GLOBAL INVESTMENTS (SINGAPORE) PTE. LTD. — crossed $500M in regulatory AUM ($474.2M -> $893.9M). IAPD ↗foreign
$893.9M RAUM · 2 reps · (+65) 6016-2583 · allspringglobal.com
40
NOVACAP MANAGEMENT FINANCIAL SERVICES INC. — crossed $500M in regulatory AUM ($409.1M -> $834.8M). IAPD ↗foreign
$834.8M RAUM · 12 reps · 1-450-651-5000 · novacapcorp.com
40
SENGU CAPITAL LIMITED — crossed $500M in regulatory AUM ($153.4M -> $859.1M). IAPD ↗foreign
$859.1M RAUM · 2 reps · 852 3428 2949 · sengu-capital.com
30
HARBERT FUND ADVISORS, LLC — filed an Item 4A succession naming HARBERT FUND ADVISORS, LLC (CRD 110577) — an entity change, not a deal. IAPD ↗fund
$7.82B RAUM · 62 reps · 205/987-5500
30
IVY INVEST CORPORATION — filed an Item 4A succession naming BUENA CAPITAL ADVISORS D/B/A IVY INVEST (CRD 328122) — an entity change, not a deal. IAPD ↗institutional
$12.6M RAUM · 1 reps · 8005357096

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.