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Portfolio / reporting / TAMP — April 2025

Portfolio accounting, reporting, rebalancing, and TAMPs (Orion, Black Diamond, Tamarac, SMArtX).

2993 firms opened this window in the April 2025 SEC roster: 1861 aum up, 474 aum crossed 500m, 346 aum crossed 1b, 223 new registration, 59 pending approved, 29 wrap program started, 1 acquisition.

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

98
CAPSTONE WEALTH — (BILLINGS, MT) is newly SEC-registered with $301.1M RAUM and 4 advisory reps. IAPD ↗
$301.1M RAUM · 4 reps · 406-325-1500 · capstoneretire.com
95
DENALI ADVISORS, LLC — filed an Item 4A succession naming MCKINLEY CAPITAL MANAGEMENT, LLC (CRD 106173) — one firm absorbed the other. IAPD ↗
$1.20B RAUM · 9 reps · 858-558-3600
95
J.V.B. INVESTMENT COMPANY — (JACKSON, MI) is newly SEC-registered with $130.4M RAUM and 5 advisory reps. IAPD ↗
$130.4M RAUM · 5 reps · 517-787-2430 · jvbco.com
95
HEXIMER INVESTMENT MANAGEMENT INC. — (DUBLIN, OH) is newly SEC-registered with $113.9M RAUM and 2 advisory reps. IAPD ↗
$113.9M RAUM · 2 reps · (614) 760-9100
95
CANTLON FINANCIAL PLANNING LLC — (location n/a) is newly SEC-registered with $113.1M RAUM and 3 advisory reps. IAPD ↗
$113.1M RAUM · 3 reps · 630-584-4508 · cantlonfinancial.com
95
FINANCIAL TRUST ASSET MANAGEMENT CHARTERED — (BOCA RATON, FL) is newly SEC-registered with $115.3M RAUM and 3 advisory reps. IAPD ↗
$115.3M RAUM · 3 reps · 561-391-8188 · financialtrust.net
95
FINANCIAL NETWORK SPECIALISTS LLC — (location n/a) is newly SEC-registered with $115.2M RAUM and 1 advisory reps. IAPD ↗
$115.2M RAUM · 1 reps · 303-520-5187
95
INTEGRATED BENEFITS, INCORPORATED — (location n/a) is newly SEC-registered with $100.5M RAUM and 2 advisory reps. IAPD ↗
$100.5M RAUM · 2 reps · 970-618-3000
95
ALPHA ASSET MANAGEMENT — (AKRON, OH) is newly SEC-registered with $128.7M RAUM and 1 advisory reps. IAPD ↗
$128.7M RAUM · 1 reps · (330) 374-7500
95
STOCK MANAGEMENT LLC — (location n/a) is newly SEC-registered with $128.0M RAUM and 2 advisory reps. IAPD ↗
$128.0M RAUM · 2 reps · 253-535-5530 · benheeb.com
95
PARADIGM ADVISORS, LLC — (DALLAS, TX) is newly SEC-registered with $112.1M RAUM and 2 advisory reps. IAPD ↗
$112.1M RAUM · 2 reps · 214-756-6066 · paradigmadvisors.com
95
THE WEALTH CONSERVATORY — (LEBANON, NH) is newly SEC-registered with $117.4M RAUM and 3 advisory reps. IAPD ↗
$117.4M RAUM · 3 reps · 800-472-1844
95
RMG ADVISORS — (ROCKVILLE, MD) is newly SEC-registered with $137.2M RAUM and 2 advisory reps. IAPD ↗
$137.2M RAUM · 2 reps · 301-838-4111
95
SOUND FINANCIAL MANAGEMENT, INC. — (RALEIGH, NC) is newly SEC-registered with $110.7M RAUM and 2 advisory reps. IAPD ↗
$110.7M RAUM · 2 reps · 919-845-6600
95
INTERNATIONAL ASSET MANAGEMENT — (SAN MATEO, CA) is newly SEC-registered with $106.0M RAUM and 5 advisory reps. IAPD ↗
$106.0M RAUM · 5 reps · 415-358-0138 · iamadvisors.com
95
INGRAM ADVISORY SERVICES, LLC — (WINTER HAVEN, FL) is newly SEC-registered with $101.7M RAUM and 2 advisory reps. IAPD ↗
$101.7M RAUM · 2 reps · 863-326-9833 · ingramfinancialgroup.com
95
COOKE WEALTH MANAGEMENT, LLC — (IRVINE, CA) is newly SEC-registered with $115.8M RAUM and 2 advisory reps. IAPD ↗
$115.8M RAUM · 2 reps · 949-724-3880 · cookewm.com
95
INVESTMENT MANAGEMENT TRUST, LLC — (FITCHBURG, MA) is newly SEC-registered with $106.6M RAUM and 1 advisory reps. IAPD ↗
$106.6M RAUM · 1 reps · 978-343-3344
95
MARCUS CAPITAL, LLC — (NORTHFIELD, IL) is newly SEC-registered with $113.0M RAUM and 2 advisory reps. IAPD ↗
$113.0M RAUM · 2 reps · 847-313-4326 · marcuscapital.com
95
EAGLESON ARNDT FINANCIAL ADVISORS — (THOUSAND OAKS, CA) is newly SEC-registered with $121.3M RAUM and 2 advisory reps. IAPD ↗
$121.3M RAUM · 2 reps · 805-496-8450
95
BENOLD FINANCIAL PLANNING — (location n/a) is newly SEC-registered with $126.1M RAUM and 2 advisory reps. IAPD ↗
$126.1M RAUM · 2 reps · 512-818-1800 · benoldfp.com
95
ROYAL PALMS CAPITAL, LLC — (ROLLING HILLS EST., CA) is newly SEC-registered with $101.1M RAUM and 1 advisory reps. IAPD ↗
$101.1M RAUM · 1 reps · 310 265-5939 · royalpalmscapital.com
95
CURTIS FINANCIAL PLANNING — (location n/a) is newly SEC-registered with $129.6M RAUM and 1 advisory reps. IAPD ↗
$129.6M RAUM · 1 reps · (510) 451-3528 · curtisfinancialplanning.com
95
SHANKLAND FINANCIAL ADVISORS, LLC — (HENDERSONVILLE, NC) is newly SEC-registered with $118.3M RAUM and 5 advisory reps. IAPD ↗
$118.3M RAUM · 5 reps · 828-672-0003
95
VIDA WEALTH PARTNERS, INC. — (SANTA BARBARA, CA) is newly SEC-registered with $111.5M RAUM and 1 advisory reps. IAPD ↗
$111.5M RAUM · 1 reps · 805-962-8455 · vidawealthpartners.com
95
COORDINATED WEALTH MANAGEMENT, L.L.C. — (HENDERSONVILLE, TN) is newly SEC-registered with $104.6M RAUM and 1 advisory reps. IAPD ↗
$104.6M RAUM · 1 reps · 615-369-0738 · coordinatedwealth.com
95
HONU WEALTH MANAGEMENT — (location n/a) is newly SEC-registered with $136.2M RAUM and 4 advisory reps. IAPD ↗
$136.2M RAUM · 4 reps · (650) 917-3400
95
KRUSE ASSET MANAGEMENT, LLC — (CHICAGO, IL) is newly SEC-registered with $137.0M RAUM and 2 advisory reps. IAPD ↗
$137.0M RAUM · 2 reps · 312-775-6000 · kruseassetmanagement.com
95
MCKINLEY MONEY, LLC — (EAU-CLAIRE, WI) is newly SEC-registered with $134.8M RAUM and 2 advisory reps. IAPD ↗
$134.8M RAUM · 2 reps · (715) 835-2732 · wealthmanagement.com
95
QUISH — (BOULDER, CO) is newly SEC-registered with $113.4M RAUM and 1 advisory reps. IAPD ↗
$113.4M RAUM · 1 reps · 303-523-6122 · quishco.com
95
WOLVERINE WEALTH ADVISORY SERVICES INC. — (BLOOMFIELD HILLS, MI) is newly SEC-registered with $120.6M RAUM and 1 advisory reps. IAPD ↗
$120.6M RAUM · 1 reps · 248-220-2202
95
FINANCIAL ELEMENTS, INC — (ROLLING MEADOWS, IL) is newly SEC-registered with $102.1M RAUM and 1 advisory reps. IAPD ↗
$102.1M RAUM · 1 reps · 847-496-4179
95
COMPASS CAPITAL MANAGEMENT, LLC — (MCALESTER, OK) is newly SEC-registered with $107.3M RAUM and 1 advisory reps. IAPD ↗
$107.3M RAUM · 1 reps · 918-423-3222 · linkedin.com.company
95
BAER INVESTMENT ADVISORY LLC — (location n/a) is newly SEC-registered with $107.5M RAUM and 3 advisory reps. IAPD ↗
$107.5M RAUM · 3 reps · 917-561-4160
95
LANEVE FINANCIAL GUIDANCE LLC — (LYNCHBURG, VA) is newly SEC-registered with $111.9M RAUM and 1 advisory reps. IAPD ↗
$111.9M RAUM · 1 reps · (434) 455-3036
95
LEWINTER WEALTH ADVISORS, LLC — (location n/a) is newly SEC-registered with $130.3M RAUM and 1 advisory reps. IAPD ↗
$130.3M RAUM · 1 reps · 973-294-2621 · lewinterwealthadvisors.com
95
GEREMIA FINANCIAL SERVICES, LLC — (EDISON, NJ) is newly SEC-registered with $103.4M RAUM and 2 advisory reps. IAPD ↗
$103.4M RAUM · 2 reps · 732-738-5678 · geremiafinancial.com
95
TENBRIDGE PARTNERS LLC — (PORTLAND, OR) is newly SEC-registered with $103.3M RAUM and 2 advisory reps. IAPD ↗
$103.3M RAUM · 2 reps · 971-277-1077 · tenbridgepartners.com
95
DARK HORSE WEALTH LLC — (CAZENOVIA, NY) is newly SEC-registered with $29.4M RAUM and 1 advisory reps. IAPD ↗
$29.4M RAUM · 1 reps · 315-559-2834 · darkhorsewealth.com
95
EMERALD BAY WEALTH MANAGEMENT LLC — (TAHOE CITY, CA) is newly SEC-registered with $184.2M RAUM and 2 advisory reps. IAPD ↗
$184.2M RAUM · 2 reps · 415-482-0117 · ebwm.com
95
TODD WEALTH MANAGEMENT LLC — (VENICE, FL) is newly SEC-registered with $133.1M RAUM and 1 advisory reps. IAPD ↗
$133.1M RAUM · 1 reps · 941-483-3732
95
REVALUE LLC — (YPSILANTI, MI) is newly SEC-registered with $103.9M RAUM and 5 advisory reps. IAPD ↗
$103.9M RAUM · 5 reps · 888-642-2728
95
PEAKVALLEY WEALTH, LLC — (ROANOKE, VA) is newly SEC-registered with $107.3M RAUM and 4 advisory reps. IAPD ↗
$107.3M RAUM · 4 reps · 540-904-7969 · peakvalleywealth.com
95
CASCADE FINANCIAL STRATEGIES — (BEND, OR) is newly SEC-registered with $120.5M RAUM and 2 advisory reps. IAPD ↗
$120.5M RAUM · 2 reps · 541-678-5475 · cascadefs.com
95
IMMACULATE WEALTH MANAGEMENT, LLC — (MESA, AZ) is newly SEC-registered with $119.0M RAUM and 2 advisory reps. IAPD ↗
$119.0M RAUM · 2 reps · 480-776-3511 · immaculatewealth.com
95
MACKAY FINANCIAL PLANNING, LLC — (SPRINGFIELD, MO) is newly SEC-registered with $140.1M RAUM and 2 advisory reps. IAPD ↗
$140.1M RAUM · 2 reps · 417-268-9191 · mackayfinancialplanning.com
95
OPUS PRIVATE WEALTH GROUP, LLC — (ORANGE, CA) is newly SEC-registered with $102.0M RAUM and 2 advisory reps. IAPD ↗
$102.0M RAUM · 2 reps · 714-660-7490
95
CALIXTO GLOBAL INVESTORS, LP — (CORAL GABLES, FL) is newly SEC-registered with $55.8M RAUM and 2 advisory reps. IAPD ↗
$55.8M RAUM · 2 reps · 305-602-3400
95
SCHMITT WEALTH ADVISERS, LLC — (CINCINNATI, OH) is newly SEC-registered with $117.8M RAUM and 2 advisory reps. IAPD ↗
$117.8M RAUM · 2 reps · (513) 813-1580 · prolifeinvestor.com
95
LEGACY WEALTH ADVISORS, LLC — (CLINTON TOWNSHIP, MI) is newly SEC-registered with $102.8M RAUM and 2 advisory reps. IAPD ↗
$102.8M RAUM · 2 reps · 586-273-0072
95
PROVISION ASSET, LLC — (location n/a) is newly SEC-registered with $100.8M RAUM and 6 advisory reps. IAPD ↗
$100.8M RAUM · 6 reps · 972-987-9651 · provisionasset.com
95
ENCOMPASS ADVISORY SERVICES, LLC — (KATY, TX) is newly SEC-registered with $102.6M RAUM and 7 advisory reps. IAPD ↗
$102.6M RAUM · 7 reps · 281-371-6300
95
CHASTAIN WEALTH MANAGEMENT — (location n/a) is newly SEC-registered with $118.5M RAUM and 2 advisory reps. IAPD ↗
$118.5M RAUM · 2 reps · 404-736-1261
95
MWM WEALTH ADVISORY, LLC — (PLYMOUTH, MN) is newly SEC-registered with $119.1M RAUM and 1 advisory reps. IAPD ↗
$119.1M RAUM · 1 reps · 763-478-9934 · mwm4wealth.com
95
CHARLES RIVER WEALTH MANAGEMENT, LLC — (BURLINGTON, MA) is newly SEC-registered with $100.8M RAUM and 1 advisory reps. IAPD ↗
$100.8M RAUM · 1 reps · (781) 270-5400 · kenannacar.myhomehq.biz
95
BOSMAN WEALTH MANAGEMENT, LLC — (REDLANDS, CA) is newly SEC-registered with $122.5M RAUM and 1 advisory reps. IAPD ↗
$122.5M RAUM · 1 reps · 909-792-6765 · bosmanwealth.com
95
TOPTIER WEALTH MANAGEMENT — (location n/a) is newly SEC-registered with $135.3M RAUM and 2 advisory reps. IAPD ↗
$135.3M RAUM · 2 reps · 262-989-8551 · toptierwealthmanagement.com
95
BURNE FINANCIAL CONCEPTS, LLC — (WATERTOWN, CT) is newly SEC-registered with $100.4M RAUM and 1 advisory reps. IAPD ↗
$100.4M RAUM · 1 reps · (860) 417-2518
95
STITES FINANCIAL CONSULTING — (ROSEVILLE, CA) is newly SEC-registered with $105.2M RAUM and 2 advisory reps. IAPD ↗
$105.2M RAUM · 2 reps · 916-601-1992 · stitesfc.com
95
THRASHER & CHAMBERS WEALTH MANAGEMENT, LLC — (BENTONVILLE, AR) is newly SEC-registered with $100.0M RAUM and 3 advisory reps. IAPD ↗
$100.0M RAUM · 3 reps · 479-273-5333
95
THE PENSION GROUP — (DUBLIN, OH) is newly SEC-registered with $142.0M RAUM and 2 advisory reps. IAPD ↗
$142.0M RAUM · 2 reps · 614-423-4600 · thepensiongroup.com
95
SUMMIT HILL WEALTH MANAGEMENT, LLC — (GREENWOOD VILLAGE, CO) is newly SEC-registered with $118.1M RAUM and 2 advisory reps. IAPD ↗
$118.1M RAUM · 2 reps · 720-773-9297
95
NEWCORP WEALTH MANAGEMENT — (ALPHARETTA, GA) is newly SEC-registered with $143.4M RAUM and 2 advisory reps. IAPD ↗
$143.4M RAUM · 2 reps · 404-996-6893 · newcorpwealth.com
95
QM ADVISORS LLC — (location n/a) is newly SEC-registered with $118.1M RAUM and 9 advisory reps. IAPD ↗
$118.1M RAUM · 9 reps · 404-965-3578 · qmadvisors.com
95
SILA FINANCIAL, LLC — (location n/a) is newly SEC-registered with $113.8M RAUM and 1 advisory reps. IAPD ↗
$113.8M RAUM · 1 reps · 425-605-9533
95
WASSAW SOUND MANAGEMENT, LLC — (SAVANNAH, GA) is newly SEC-registered with $112.3M RAUM and 1 advisory reps. IAPD ↗
$112.3M RAUM · 1 reps · 404-831-5109
95
HUDSON OAK WEALTH ADVISORY LLC — (HOBOKEN, NJ) is newly SEC-registered with $110.3M RAUM and 1 advisory reps. IAPD ↗
$110.3M RAUM · 1 reps · (646) 820-4858
95
TRILLIUM INVESTMENTS — (EMERYVILLE, CA) is newly SEC-registered with $114.2M RAUM and 1 advisory reps. IAPD ↗
$114.2M RAUM · 1 reps · 510-601-8800 · trilliuminvestments.com
95
RHEECO, INC. — (NATICK, MA) is newly SEC-registered with $116.2M RAUM and 2 advisory reps. IAPD ↗
$116.2M RAUM · 2 reps · (508) 655-1185 · rhee.co
95
ALTUM WEALTH ADVISORS — (CHICO, CA) is newly SEC-registered with $123.9M RAUM and 2 advisory reps. IAPD ↗
$123.9M RAUM · 2 reps · 530-924-0110 · yelp.com
95
BESTGATE WEALTH ADVISORS, LLC — (FREDERICK, MD) is newly SEC-registered with $129.2M RAUM and 4 advisory reps. IAPD ↗
$129.2M RAUM · 4 reps · 301-662-7220
95
ALPHYN CAPITAL MANAGEMENT LLC — (HICKSVILLE, NY) is newly SEC-registered with $28.5M RAUM and 1 advisory reps. IAPD ↗
$28.5M RAUM · 1 reps · 516-500-1033 · alphyncap.com
95
BRIGHTREE WEALTH MANAGEMENT, LLC — (location n/a) is newly SEC-registered with $108.0M RAUM and 1 advisory reps. IAPD ↗
$108.0M RAUM · 1 reps · 808-521-4401 · brightfg.com
95
PARABLE WEALTH ADVISORS — (ST AUGUSTINE, FL) is newly SEC-registered with $140.9M RAUM and 4 advisory reps. IAPD ↗
$140.9M RAUM · 4 reps · (904) 420-0008 · parableadvisors.com
95
SHEPHERD STREET ADVISORS — (LARKSPUR, CA) is newly SEC-registered with $107.6M RAUM and 2 advisory reps. IAPD ↗
$107.6M RAUM · 2 reps · 415-780-8758 · shepherdstreetadvisors.com
95
SABBIA FARO WEALTH MANAGEMENT LLC — (location n/a) is newly SEC-registered with $37.0M RAUM and 1 advisory reps. IAPD ↗
$37.0M RAUM · 1 reps · 917-502-4137
95
IRONOAK WEALTH — (CEDAR PARK, TX) is newly SEC-registered with $114.5M RAUM and 5 advisory reps. IAPD ↗
$114.5M RAUM · 5 reps · 737-271-9421
95
MUELLER WEALTH — (MISHICOT, WI) is newly SEC-registered with $121.3M RAUM and 2 advisory reps. IAPD ↗
$121.3M RAUM · 2 reps · 920-267-6710 · muellerwealth.com
95
WRIGHT COVE CAPITAL — (PORTLAND, ME) is newly SEC-registered with $100.6M RAUM and 2 advisory reps. IAPD ↗
$100.6M RAUM · 2 reps · (207) 400-1392 · wrightcove.com
95
AVANTIA INVESTMENT SERVICES, LLC — (SEATTLE, WA) is newly SEC-registered with $105.6M RAUM and 3 advisory reps. IAPD ↗
$105.6M RAUM · 3 reps · 425-589-0904
95
ALIGN FINANCIAL, LLC — (HERMANTOWN, MN) is newly SEC-registered with $101.5M RAUM and 1 advisory reps. IAPD ↗
$101.5M RAUM · 1 reps · 218-336-2506 · align.financial
95
ABACUS CAPITAL ADVISORS — (PLANTATION, FL) is newly SEC-registered with $103.3M RAUM and 3 advisory reps. IAPD ↗
$103.3M RAUM · 3 reps · 9543614210
95
GLOVER PARK WEALTH MANAGEMENT, LLC — (ARLINGTON, VA) is newly SEC-registered with $119.8M RAUM and 1 advisory reps. IAPD ↗
$119.8M RAUM · 1 reps · (202) 926-3636
95
WEALTH ENGAGEMENT — (ATLANTA, GA) is newly SEC-registered with $100.4M RAUM and 1 advisory reps. IAPD ↗
$100.4M RAUM · 1 reps · (917) 826-5955 · wealthengagement.com
95
DIAMOND CLIENT GROUP, LLC — (THE WOODLANDS, TX) is newly SEC-registered with $117.3M RAUM and 8 advisory reps. IAPD ↗
$117.3M RAUM · 8 reps · 832-319-1555
95
PURPOSE COMPREHENSIVE WEALTH MANAGEMENT, LLC — (location n/a) is newly SEC-registered with $131.0M RAUM and 7 advisory reps. IAPD ↗
$131.0M RAUM · 7 reps · 262-939-1488 · purposecwm.com
95
GRAVER CAPITAL MANAGEMENT, LLC — (COLUMBUS, OH) is newly SEC-registered with $122.0M RAUM and 2 advisory reps. IAPD ↗
$122.0M RAUM · 2 reps · 614-499-2500 · gravercapmgmt.com
95
ETHOS CAPITAL MANAGEMENT, INC. — (NEWTOWN, PA) is newly SEC-registered with $129.1M RAUM and 3 advisory reps. IAPD ↗
$129.1M RAUM · 3 reps · 215-968-1820 · ethoscapitaladvisors.com
95
FAMILY LEGACY FINANCIAL SOLUTIONS, LLC — (CARY, NC) is newly SEC-registered with $140.0M RAUM and 4 advisory reps. IAPD ↗
$140.0M RAUM · 4 reps · 919-379-9000 · familylegacync.com
95
CONVEXITAS — (CHICAGO, IL) is newly SEC-registered with $163.7M RAUM and 2 advisory reps. IAPD ↗
$163.7M RAUM · 2 reps · 312-210-9650
95
WERNER FINANCIAL — (INDIANAPOLIS, IN) is newly SEC-registered with $102.7M RAUM and 2 advisory reps. IAPD ↗
$102.7M RAUM · 2 reps · 317-735-9202 · wernerfinancial.com
95
COMPASS PRIVATE WEALTH GROUP LLC — (SHORT HILLS, NJ) is newly SEC-registered with $100.8M RAUM and 3 advisory reps. IAPD ↗
$100.8M RAUM · 3 reps · (908) 615-2249 · compasspw.com
95
INVERSIONES SURA — (MIAMI, FL) is newly SEC-registered with $103.0M RAUM and 1 advisory reps. IAPD ↗
$103.0M RAUM · 1 reps · 305 448-0014 · inversionessura.com
95
GREYSTONE FINANCIAL & ESTATE SERVICES, INC. — (KIRKLAND, WA) is newly SEC-registered with $103.6M RAUM and 2 advisory reps. IAPD ↗
$103.6M RAUM · 2 reps · 206-352-9205 · greystoneinvest.com
95
ENTELEVEST, LLC — (CORAL GABLES, FL) is newly SEC-registered with $110.3M RAUM and 2 advisory reps. IAPD ↗
$110.3M RAUM · 2 reps · 305-390-4197
95
GAMBIT CAPITAL MANAGEMENT, LLC — (location n/a) is newly SEC-registered with $101.3M RAUM and 4 advisory reps. IAPD ↗
$101.3M RAUM · 4 reps · (615) 237-2142
95
PREVE INVERSIONES — (location n/a) is newly SEC-registered with $0 RAUM and 1 advisory reps. IAPD ↗
$0 RAUM · 1 reps · 59899284287
95
BURNHAM & COMPANY LLC — (GRAND RAPIDS, MI) is newly SEC-registered with $117.7M RAUM and 4 advisory reps. IAPD ↗
$117.7M RAUM · 4 reps · 616-430-5105 · burnhamandco.com
95
J.R. PRUNIER CAPITAL MANAGEMENT LLC — (HOLDEN, MA) is newly SEC-registered with $126.2M RAUM and 1 advisory reps. IAPD ↗
$126.2M RAUM · 1 reps · 508-756-8080 · jrprunier.com
95
ADDIGENCE CORPORATION — (NEW YORK, NY) is newly SEC-registered with $0 RAUM and 1 advisory reps. IAPD ↗
$0 RAUM · 1 reps · 917 923 9649 · addigence.com
95
RSG INVESTMENTS LLC — (OVERLAND PARK, KS) is newly SEC-registered with $116.4M RAUM and 9 advisory reps. IAPD ↗
$116.4M RAUM · 9 reps · 9136859422 · rsgusa.net
95
MACK & CO. PARTNERS, LP — (DALLAS, TX) is newly SEC-registered with $102.5M RAUM and 3 advisory reps. IAPD ↗
$102.5M RAUM · 3 reps · (945) 293-6405 · mackco.com
95
CAROLINA STRATEGY, LLC — (location n/a) is newly SEC-registered with $111.8M RAUM and 1 advisory reps. IAPD ↗
$111.8M RAUM · 1 reps · 980-269-9899 · carolinastrategy.com
95
GENERATIONAL PRIVATE WEALTH — (location n/a) is newly SEC-registered with $145.0M RAUM and 1 advisory reps. IAPD ↗
$145.0M RAUM · 1 reps · 571-244-8764 · genprivatewealth.com
95
PELTOMA CAPITAL PARTNERS — (location n/a) is newly SEC-registered with $108.8M RAUM and 2 advisory reps. IAPD ↗
$108.8M RAUM · 2 reps · 937-416-5966
95
IVANOFF WEALTH MANAGEMENT INC. — (CYPRESS, CA) is newly SEC-registered with $109.2M RAUM and 3 advisory reps. IAPD ↗
$109.2M RAUM · 3 reps · 714-262-1658 · ivanoffinsights.com
95
SUNRISE FINANCIAL SERVICES LLC — (BURIEN, WA) is newly SEC-registered with $114.4M RAUM and 2 advisory reps. IAPD ↗
$114.4M RAUM · 2 reps · 206-420-8520
95
RIGDEN CAPITAL STRATEGIES — (DENVER, CO) is newly SEC-registered (provisional 120-day approval) with $0 RAUM and 2 advisory reps. IAPD ↗
$0 RAUM · 2 reps · 303-351-1618 · rigdencapital.com
95
E-WEALTH PARTNERS — (MINNETONKA, MN) is newly SEC-registered with $112.9M RAUM and 4 advisory reps. IAPD ↗
$112.9M RAUM · 4 reps · 952.800.2121
95
INTREPID TECHNOLOGY LLC — (MIAMI, FL) is newly SEC-registered (provisional 120-day approval) with $0 RAUM and 2 advisory reps. IAPD ↗
$0 RAUM · 2 reps · 786-909-6779 · intrepidmarketsai.com
95
MANWARING WEALTH MANAGEMENT — (GILBERT, AZ) is newly SEC-registered with $108.0M RAUM and 2 advisory reps. IAPD ↗
$108.0M RAUM · 2 reps · 480-744-1112
95
FIFR — (location n/a) is newly SEC-registered with $42.2M RAUM and 4 advisory reps. IAPD ↗
$42.2M RAUM · 4 reps · 818-605-4900 · fifr.io
95
BAM WEALTH MANAGEMENT LLC — (LAKEWOOD, CO) is newly SEC-registered (provisional 120-day approval) with $0 RAUM and 6 advisory reps. IAPD ↗
$0 RAUM · 6 reps · 303-531-5055 · bamadvisorygroup.com
95
CURTIS CAPITAL ADVISORS — (OVERLAND PARK, KS) is newly SEC-registered with $125.5M RAUM and 2 advisory reps. IAPD ↗
$125.5M RAUM · 2 reps · 913-344-5443
95
TWENTYTHREE ADVISORY — (location n/a) is newly SEC-registered with $31.5M RAUM and 1 advisory reps. IAPD ↗
$31.5M RAUM · 1 reps · 334-224-1791 · twentythreeadvisory.com
95
ACTIVO CAPITAL — (MIAMI, FL) is newly SEC-registered (provisional 120-day approval) with $0 RAUM and 1 advisory reps. IAPD ↗
$0 RAUM · 1 reps · 305-570-8277
95
MANENTIA WEALTH CONSULTING INC. — (GREAT NECK, NY) is newly SEC-registered with $45.2M RAUM and 5 advisory reps. IAPD ↗
$45.2M RAUM · 5 reps · 775-237-8852 · mwcgroup.us
95
SHAPOSHNIK CAPITAL MANAGEMENT LLC — (location n/a) is newly SEC-registered with $0 RAUM and 1 advisory reps. IAPD ↗
$0 RAUM · 1 reps · (424) 278-1285
95
A|C MANAGEMENT TECH LLC — (MIAMI, FL) is newly SEC-registered (provisional 120-day approval) with $0 RAUM and 2 advisory reps. IAPD ↗
$0 RAUM · 2 reps · 786-527-0038 · assetmanagertech.com
95
GAINSPOLETTI WEALTH PLANNERS — (CLEVELAND, MS) is newly SEC-registered (provisional 120-day approval) with $0 RAUM and 3 advisory reps. IAPD ↗
$0 RAUM · 3 reps · 662-843-6090 · gainspoletti.com
95
HORAN WEALTH, LLC — (CINCINNATI, OH) is newly SEC-registered (provisional 120-day approval) with $0 RAUM and 19 advisory reps. IAPD ↗
$0 RAUM · 19 reps · 513-745-0707 · horanwealth.com
95
TRUSS — (SAN FRANCISCO, CA) is newly SEC-registered with $1,000 RAUM and 1 advisory reps. IAPD ↗
$1,000 RAUM · 1 reps · (415) 649-9317 · trusspayments.com
95
MARKET INVESTMENT GROUP, LLC — (WICHITA, KS) is newly SEC-registered (provisional 120-day approval) with $0 RAUM and 17 advisory reps. IAPD ↗
$0 RAUM · 17 reps · 316-252-8707 · marketadvisorygroup.com
95
MANHATTAN GLOBAL ASSET MANAGEMENT LLC — (LAS VEGAS, NV) is newly SEC-registered (provisional 120-day approval) with $0 RAUM and 1 advisory reps. IAPD ↗
$0 RAUM · 1 reps · 702-784-7616 · manhattangam.com
95
CARROLL ADVISORY GROUP — (TEXARKANA, TX) is newly SEC-registered (provisional 120-day approval) with $0 RAUM and 3 advisory reps. IAPD ↗
$0 RAUM · 3 reps · 903-793-4014 · carrolladvisory.com
95
FNEX WEALTH, LLC — (INDIANAPOLIS, IN) is newly SEC-registered (provisional 120-day approval) with $0 RAUM and 1 advisory reps. IAPD ↗
$0 RAUM · 1 reps · 317-445-7676 · fnexwealth.com
95
MFG PRIVATE WEALTH — (CANONSBURG, PA) is newly SEC-registered (provisional 120-day approval) with $0 RAUM and 3 advisory reps. IAPD ↗
$0 RAUM · 3 reps · 412-3412-888 · mfgplanners.com
95
FINTURO INC. — (location n/a) is newly SEC-registered (provisional 120-day approval) with $0 RAUM and 1 advisory reps. IAPD ↗
$0 RAUM · 1 reps · 510-485-1584 · finturo.co
95
TREEVIEW CAPITAL — (location n/a) is newly SEC-registered (provisional 120-day approval) with $0 RAUM and 1 advisory reps. IAPD ↗
$0 RAUM · 1 reps · 425-224-2552 · treeview.capital
95
EVE WEALTH — (PORTLAND, OR) is newly SEC-registered (provisional 120-day approval) with $0 RAUM and 5 advisory reps. IAPD ↗
$0 RAUM · 5 reps · 302-440-5497 · evewealth.com
95
W&S ADVISORY SERVICES, LLC — (CINCINNATI, OH) is newly SEC-registered with $0 RAUM and 0 advisory reps. IAPD ↗
$0 RAUM · 0 reps · 513-362-8176 · meetfabric.com
95
STORMS & ROWDON FINANCIAL SERVICES, INC. — (ORMOND BEACH, FL) is newly SEC-registered (provisional 120-day approval) with $0 RAUM and 2 advisory reps. IAPD ↗
$0 RAUM · 2 reps · (386) 677-0191 · stormsandrowdon.com
95
CEDARWOOD WEALTH — (HIGHLANDS RANCH, CO) is newly SEC-registered (provisional 120-day approval) with $0 RAUM and 2 advisory reps. IAPD ↗
$0 RAUM · 2 reps · 303-495-9999 · cedarwoodwealth.com
95
FLFS ADVISORY LLC — (VICTOR, NY) is newly SEC-registered (provisional 120-day approval) with $0 RAUM and 3 advisory reps. IAPD ↗
$0 RAUM · 3 reps · 646-395-3900
95
AGMAN CAPITAL — (OMAHA, NE) is newly SEC-registered (provisional 120-day approval) with $0 RAUM and 3 advisory reps. IAPD ↗
$0 RAUM · 3 reps · (574) 607-7329
95
SANTA BARBARA MANAGEMENT — (CHICAGO, IL) is newly SEC-registered (provisional 120-day approval) with $0 RAUM and 2 advisory reps. IAPD ↗
$0 RAUM · 2 reps · 734-604-9891 · santabarbaramanagement.com
95
WEALTHETIC LLC — (SAN DIEGO, CA) is newly SEC-registered (provisional 120-day approval) with $0 RAUM and 1 advisory reps. IAPD ↗
$0 RAUM · 1 reps · (858) 750-1618 · wealthetic.com
95
KINGDOM LEGACY ADVISORS — (location n/a) is newly SEC-registered (provisional 120-day approval) with $0 RAUM and 1 advisory reps. IAPD ↗
$0 RAUM · 1 reps · 612-965-3063 · kingdomlegacyadv.com
95
ETZ ADVISORY LLC — (PORTLAND, OR) is newly SEC-registered (provisional 120-day approval) with $0 RAUM and 1 advisory reps. IAPD ↗
$0 RAUM · 1 reps · 720-936-3368 · etzadvisor.com
95
BARZIDEH & NADEAU WEALTH MANAGEMENT LLC — (BARRINGTON, IL) is newly SEC-registered (provisional 120-day approval) with $0 RAUM and 2 advisory reps. IAPD ↗
$0 RAUM · 2 reps · 847-780-2980 · bnwealth.com
95
WARNER WEALTH — (MADISON, CT) is newly SEC-registered (provisional 120-day approval) with $0 RAUM and 5 advisory reps. IAPD ↗
$0 RAUM · 5 reps · 203-929-2727
95
AI ALPHA LLC — (GRAND RAPIDS, MI) is newly SEC-registered (provisional 120-day approval) with $0 RAUM and 2 advisory reps. IAPD ↗
$0 RAUM · 2 reps · 616-655-1694 · my-aialpha.com
95
ALCYON WEALTH ADVISORS, LLC — (YOUNGSTOWN, OH) is newly SEC-registered (provisional 120-day approval) with $0 RAUM and 1 advisory reps. IAPD ↗
$0 RAUM · 1 reps · (617) 800-0388
95
EXPONENT WEALTH — (location n/a) is newly SEC-registered (provisional 120-day approval) with $0 RAUM and 2 advisory reps. IAPD ↗
$0 RAUM · 2 reps · (801) 494-4235
95
CEDRUS WEALTH GROUP — (ANDOVER, MN) is newly SEC-registered (provisional 120-day approval) with $0 RAUM and 3 advisory reps. IAPD ↗
$0 RAUM · 3 reps · 763-400-3224 · cedruswealthgroup.com
95
MARTIN, JAVAN VON — (location n/a) is newly SEC-registered (provisional 120-day approval) with $0 RAUM and 1 advisory reps. IAPD ↗
$0 RAUM · 1 reps · 717-336-9229
95
ACTIVA FINANCIAL — (KEY BISCAYNE, FL) is newly SEC-registered (provisional 120-day approval) with $0 RAUM and 1 advisory reps. IAPD ↗
$0 RAUM · 1 reps · 305-775-3874
95
ALTERIS CAPITAL PARTNERS, LLC — (HOUSTON, TX) is newly SEC-registered (provisional 120-day approval) with $0 RAUM and 3 advisory reps. IAPD ↗
$0 RAUM · 3 reps · 832-649-8111
95
TIAA WEALTH MANAGEMENT LLC — (NEW YORK, NY) is newly SEC-registered with $0 RAUM and 1 advisory reps. IAPD ↗
$0 RAUM · 1 reps · 212-490-9000
95
MERAMEC FINANCIAL PLANNERS, LLC — (CLAYTON, MO) is newly SEC-registered (provisional 120-day approval) with $0 RAUM and 7 advisory reps. IAPD ↗
$0 RAUM · 7 reps · 314-496-7067
95
CAMBIENT FAMILY OFFICE, LLC — (FRUITPORT, MI) is newly SEC-registered (provisional 120-day approval) with $0 RAUM and 1 advisory reps. IAPD ↗
$0 RAUM · 1 reps · (231) 740-5964
95
WEALTHMEUP ADVISORS LLC — (location n/a) is newly SEC-registered (provisional 120-day approval) with $0 RAUM and 1 advisory reps. IAPD ↗
$0 RAUM · 1 reps · 475-287-8035 · wealthmeup.ai
95
PLAGENS & TAYLOR WEALTH MANAGEMENT — (SAN ANGELO, TX) is newly SEC-registered with $0 RAUM and 5 advisory reps. IAPD ↗
$0 RAUM · 5 reps · 325-486-8600
95
YARASH GLOBAL SOLUTIONS INC. — (GLENDALE, CA) is newly SEC-registered (provisional 120-day approval) with $0 RAUM and 1 advisory reps. IAPD ↗
$0 RAUM · 1 reps · (877) 927-2741 · yarashglobal.com
95
PELICAN FINANCIAL PLANNING AND WEALTH, PLLC — (JUPITER, FL) is newly SEC-registered (provisional 120-day approval) with $0 RAUM and 1 advisory reps. IAPD ↗
$0 RAUM · 1 reps · 561-818-3003 · pelicanfinancialplanning.com
95
VERITA STRATEGIC WEALTH PARTNERS, LLC — (location n/a) is newly SEC-registered (provisional 120-day approval) with $0 RAUM and 2 advisory reps. IAPD ↗
$0 RAUM · 2 reps · 4157866431
95
SUMMIT WEALTH GROUP — (COLORADO SPRINGS, CO) is newly SEC-registered (provisional 120-day approval) with $0 RAUM and 25 advisory reps. IAPD ↗
$0 RAUM · 25 reps · 7196334033 · summitwealthgroup.com
95
ELEVATED PRIVATE WEALTH — (location n/a) is newly SEC-registered (provisional 120-day approval) with $0 RAUM and 4 advisory reps. IAPD ↗
$0 RAUM · 4 reps · 715-797-3358 · elevatedprivatewealth.com
95
ENCLAVE DIGITAL WEALTH, LLC — (DENVER, CO) is newly SEC-registered (provisional 120-day approval) with $0 RAUM and 2 advisory reps. IAPD ↗
$0 RAUM · 2 reps · 720-203-9897 · enclavegroup.io
95
ROOTED FINANCIAL GROUP, LLC — (TIGARD, OR) is newly SEC-registered (provisional 120-day approval) with $0 RAUM and 1 advisory reps. IAPD ↗
$0 RAUM · 1 reps · 503-207-2067
95
QUESTMONT VIRTUAL FAMILY OFFICE, LLC — (TAMPA, FL) is newly SEC-registered (provisional 120-day approval) with $0 RAUM and 4 advisory reps. IAPD ↗
$0 RAUM · 4 reps · 813-212-1701
95
CONVERSE TEAM FINANCIAL SERVICES, LLC — (location n/a) is newly SEC-registered (provisional 120-day approval) with $0 RAUM and 5 advisory reps. IAPD ↗
$0 RAUM · 5 reps · 785-317-0722
95
ALPHA ROCK INVESTMENTS, LLC — (MALVERN, PA) is newly SEC-registered (provisional 120-day approval) with $0 RAUM and 1 advisory reps. IAPD ↗
$0 RAUM · 1 reps · 610-721-1277 · alpharockinvestments.com
95
40 NORTH WEALTH LLC — (AURORA, CO) is newly SEC-registered (provisional 120-day approval) with $0 RAUM and 2 advisory reps. IAPD ↗
$0 RAUM · 2 reps · 402 917 3345
95
OASIS ADVISORS — (FOREST CITY, IA) is newly SEC-registered (provisional 120-day approval) with $0 RAUM and 11 advisory reps. IAPD ↗
$0 RAUM · 11 reps · 715-843-5518
95
FORS FINANCIAL — (PORT ANGELES, WA) is newly SEC-registered (provisional 120-day approval) with $0 RAUM and 2 advisory reps. IAPD ↗
$0 RAUM · 2 reps · 360-457-6116 · forsfinancialconsulting.com
85
MEANS WEALTH MANAGEMENT — crossed $1B in regulatory AUM ($977.0M -> $1.31B). IAPD ↗
$1.31B RAUM · 13 reps · 1-207-947-6763
85
ASHTON THOMAS SECURITIES, LLC — crossed $1B in regulatory AUM ($409.1M -> $1.72B). IAPD ↗
$1.72B RAUM · 48 reps · 602-732-4745 · excelsecurities.com
85
CORTLAND ASSOCIATES INC — crossed $1B in regulatory AUM ($788.0M -> $1.00B). IAPD ↗
$1.00B RAUM · 3 reps · 314-726-6164 · cortlandassociates.com
85
WILKINS INVESTMENT COUNSEL, INC — crossed $1B in regulatory AUM ($651.3M -> $1.08B). IAPD ↗
$1.08B RAUM · 6 reps · 617-951-9969 · wilkinsinvest.com
85
TOTH FINANCIAL ADVISORY CORP — crossed $1B in regulatory AUM ($865.9M -> $1.02B). IAPD ↗
$1.02B RAUM · 9 reps · 703-443-8684
85
ACADEMY CAPITAL MANAGEMENT — crossed $1B in regulatory AUM ($896.1M -> $1.05B). IAPD ↗
$1.05B RAUM · 4 reps · 254-751-0555 · academycapitalmgmt.com
85
SIGNET FINANCIAL MANAGEMENT, LLC — crossed $1B in regulatory AUM ($949.4M -> $1.06B). IAPD ↗
$1.06B RAUM · 13 reps · (973) 543-6660
85
O'BRIEN WEALTH PARTNERS LLC — crossed $1B in regulatory AUM ($962.2M -> $1.11B). IAPD ↗
$1.11B RAUM · 11 reps · 617-547-6717
85
JAY A. FISHMAN, LTD — crossed $1B in regulatory AUM ($959.1M -> $1.12B). IAPD ↗
$1.12B RAUM · 4 reps · 248-740-9400 · jaf-ltd.com
85
MARK ASSET MANAGEMENT LP — crossed $1B in regulatory AUM ($786.6M -> $1.07B). IAPD ↗
$1.07B RAUM · 5 reps · 212-372-2500
85
VAN CLEEF ASSET MANAGEMENT INC — crossed $1B in regulatory AUM ($894.0M -> $1.11B). IAPD ↗
$1.11B RAUM · 3 reps · 216-464-0253
85
TRUSTMONT ADVISORY GROUP, INC. — crossed $1B in regulatory AUM ($919.4M -> $1.13B). IAPD ↗
$1.13B RAUM · 41 reps · 724-468-5665
85
BAXTER INVESTMENT MANAGEMENT — crossed $1B in regulatory AUM ($915.1M -> $1.01B). IAPD ↗
$1.01B RAUM · 5 reps · 203-637-4559 · baxterinvestment.com
85
VERUS FINANCIAL PARTNERS — crossed $1B in regulatory AUM ($920.8M -> $1.00B). IAPD ↗
$1.00B RAUM · 12 reps · 804-592-3465
85
REGENCY INVESTMENT ADVISORS INC — crossed $1B in regulatory AUM ($877.3M -> $1.01B). IAPD ↗
$1.01B RAUM · 8 reps · 559-438-2640 · regencyinvests.com
85
OAK RIDGE INVESTMENTS, LLC — crossed $1B in regulatory AUM ($899.9M -> $1.31B). IAPD ↗
$1.31B RAUM · 9 reps · 312-857-1040
85
WEALTH DIMENSIONS GROUP, LTD. — crossed $1B in regulatory AUM ($857.9M -> $1.03B). IAPD ↗
$1.03B RAUM · 12 reps · 513-554-6000
85
LODESTAR PRIVATE ASSET MANAGEMENT LLC — crossed $1B in regulatory AUM ($979.7M -> $1.12B). IAPD ↗
$1.12B RAUM · 5 reps · 925-838-1234 · lodestarpam.com
85
COHEN CAPITAL MANAGEMENT INC — crossed $1B in regulatory AUM ($884.8M -> $1.01B). IAPD ↗
$1.01B RAUM · 4 reps · (415) 927-8011
85
WOODARD & CO ASSET MANAGEMENT GROUP INC — crossed $1B in regulatory AUM ($911.0M -> $1.04B). IAPD ↗
$1.04B RAUM · 5 reps · 336-998-7000
85
AFFINITY INVESTMENT ADVISORS, LLC — crossed $1B in regulatory AUM ($938.1M -> $1.07B). IAPD ↗
$1.07B RAUM · 5 reps · 949-660-6373
85
INTREPID CAPITAL MANAGEMENT INC — crossed $1B in regulatory AUM ($762.5M -> $1.19B). IAPD ↗
$1.19B RAUM · 9 reps · 904-246-3433
85
PORTLAND GLOBAL ADVISORS LLC — crossed $1B in regulatory AUM ($894.6M -> $1.01B). IAPD ↗
$1.01B RAUM · 9 reps · 207-773-2773 · portlandglobal.com
85
BUFFINGTON MOHR MCNEAL — crossed $1B in regulatory AUM ($911.8M -> $1.05B). IAPD ↗
$1.05B RAUM · 10 reps · 208-338-5551 · bmmria.com
85
BEAM WEALTH ADVISORS, INC. — crossed $1B in regulatory AUM ($577.4M -> $1.31B). IAPD ↗
$1.31B RAUM · 17 reps · 985-893-1440
85
FMP WEALTH ADVISERS — crossed $1B in regulatory AUM ($952.0M -> $1.13B). IAPD ↗
$1.13B RAUM · 12 reps · 512-329-5174 · fmprofessionals.com
85
WESTMINSTER FINANCIAL ADVISORY CORP — crossed $1B in regulatory AUM ($920.3M -> $1.22B). IAPD ↗
$1.22B RAUM · 46 reps · 937-898-5010 · westminsterfinanical.com
85
PENN DAVIS MCFARLAND INC — crossed $1B in regulatory AUM ($843.2M -> $1.26B). IAPD ↗
$1.26B RAUM · 7 reps · 214-871-2772 · pdavis.org
85
FINANCIAL COUNCIL, LLC — crossed $1B in regulatory AUM ($959.4M -> $1.10B). IAPD ↗
$1.10B RAUM · 10 reps · 410-821-9200 · financialcouncil.com
85
ARBOR INVESTMENT ADVISORS — crossed $1B in regulatory AUM ($956.7M -> $1.09B). IAPD ↗
$1.09B RAUM · 4 reps · 336-777-1677 · arborinvest.com
85
QUANTUM CAPITAL MANAGEMENT, LLC — crossed $1B in regulatory AUM ($878.8M -> $1.03B). IAPD ↗
$1.03B RAUM · 2 reps · 609-677-4949 · quantumadv.com
85
IRON GATE GLOBAL ADVISORS — crossed $1B in regulatory AUM ($725.2M -> $1.06B). IAPD ↗
$1.06B RAUM · 7 reps · 888-591-0334
85
MARINER INSTITUTIONAL, LLC — crossed $1B in regulatory AUM ($976.6M -> $2.54B). IAPD ↗
$2.54B RAUM · 113 reps · 844-442-6326
85
DINUZZO PRIVATE WEALTH, INC. — crossed $1B in regulatory AUM ($946.5M -> $1.01B). IAPD ↗
$1.01B RAUM · 8 reps · 724-728-6564 · dinuzzo.com
85
AFFIANCE FINANCIAL LLC — crossed $1B in regulatory AUM ($971.4M -> $1.15B). IAPD ↗
$1.15B RAUM · 10 reps · 952-544-9818 · affiancefinancial.com
85
CALLAHAN ADVISORS, LLC — crossed $1B in regulatory AUM ($932.9M -> $1.20B). IAPD ↗
$1.20B RAUM · 6 reps · 713-572-3366
85
SYNERGY ASSET MANAGEMENT, LLC — crossed $1B in regulatory AUM ($823.7M -> $1.05B). IAPD ↗
$1.05B RAUM · 9 reps · 206-386-5455 · advisorempowerment.com
85
HOLT CAPITAL PARTNERS, L.P. — crossed $1B in regulatory AUM ($884.1M -> $1.00B). IAPD ↗
$1.00B RAUM · 2 reps · 817-877-1430 · holtcap.com
85
FUTURE CAPITAL — crossed $1B in regulatory AUM ($962.5M -> $1.03B). IAPD ↗
$1.03B RAUM · 1 reps · 423-648-1876 · pronvest.com
85
PAUL WINKLER, INC. — crossed $1B in regulatory AUM ($284.0M -> $1.17B). IAPD ↗
$1.17B RAUM · 14 reps · 615-851-1950
85
VERITY INVESTMENT PARTNERS — crossed $1B in regulatory AUM ($938.8M -> $1.21B). IAPD ↗
$1.21B RAUM · 12 reps · 843-379-6661 · verityvip.com
85
AA FINANCIAL ADVISORS, LLC — crossed $1B in regulatory AUM ($864.3M -> $1.01B). IAPD ↗
$1.01B RAUM · 9 reps · 614-442-3355
85
PRIVATE CLIENT SERVICES, LLC — crossed $1B in regulatory AUM ($845.8M -> $1.05B). IAPD ↗
$1.05B RAUM · 50 reps · 502-451-0600
85
WEALTH ADVISORS GROUP — crossed $1B in regulatory AUM ($995.9M -> $1.13B). IAPD ↗
$1.13B RAUM · 6 reps · 260-619-3100 · wealthag.com
85
COLUMBIA ASSET MANAGEMENT, L.L.C. — crossed $1B in regulatory AUM ($979.9M -> $1.05B). IAPD ↗
$1.05B RAUM · 4 reps · 734-665-1455 · columbiaasset.com
85
MIDWEST CAPITAL ADVISORS, LLC — crossed $1B in regulatory AUM ($947.3M -> $1.13B). IAPD ↗
$1.13B RAUM · 7 reps · 616-454-9600 · mcagps.com
85
PRIVATE CAPITAL ADVISORS, INC. — crossed $1B in regulatory AUM ($793.9M -> $1.01B). IAPD ↗
$1.01B RAUM · 2 reps · 347-960-4520 · privatecapitaladv.com
85
KELLEHER FINANCIAL ADVISORS, LLC — crossed $1B in regulatory AUM ($573.6M -> $1.03B). IAPD ↗
$1.03B RAUM · 8 reps · 212-709-9400 · kf-advisors.com
85
ATLAS CAPITAL ADVISORS INC. — crossed $1B in regulatory AUM ($909.0M -> $1.05B). IAPD ↗
$1.05B RAUM · 5 reps · 415-354-2400 · atlasca.com
85
THE INSTITUTE — crossed $1B in regulatory AUM ($926.9M -> $1.15B). IAPD ↗
$1.15B RAUM · 1 reps · 303-572-3500
85
SEVEN SPRINGS WEALTH GROUP — crossed $1B in regulatory AUM ($765.1M -> $1.21B). IAPD ↗
$1.21B RAUM · 15 reps · 615-370-1253
85
GENERATION CAPITAL MANAGEMENT LLC — crossed $1B in regulatory AUM ($916.6M -> $1.03B). IAPD ↗
$1.03B RAUM · 3 reps · 585-232-8560
85
PARK PIEDMONT ADVISORS LLC — crossed $1B in regulatory AUM ($862.0M -> $1.02B). IAPD ↗
$1.02B RAUM · 7 reps · 312-722-6760
85
BIONDO INVESTMENT ADVISORS LLC — crossed $1B in regulatory AUM ($927.0M -> $1.11B). IAPD ↗
$1.11B RAUM · 13 reps · 570-296-5525 · thebiondogroup.com
85
WAYPOINT WEALTH PARTNERS — crossed $1B in regulatory AUM ($935.8M -> $1.07B). IAPD ↗
$1.07B RAUM · 5 reps · 877-768-4802 · waypointwp.com
85
NPA ASSET MANAGEMENT, LLC — crossed $1B in regulatory AUM ($882.6M -> $1.01B). IAPD ↗
$1.01B RAUM · 52 reps · 201-476-0029 · nationwideplanning.com
85
VERSANT CAPITAL MANAGEMENT, INC. — crossed $1B in regulatory AUM ($900.5M -> $1.24B). IAPD ↗
$1.24B RAUM · 13 reps · 602-635-3760
85
FINANCIAL PERSPECTIVES — crossed $1B in regulatory AUM ($864.6M -> $1.00B). IAPD ↗
$1.00B RAUM · 14 reps · 763-553-7779 · fpwealth.com
85
ALLEN CAPITAL GROUP, LLC — crossed $1B in regulatory AUM ($998.5M -> $1.22B). IAPD ↗
$1.22B RAUM · 20 reps · 308-385-1500 · allencapgroup.com
85
LONGVIEW WEALTH MANAGEMENT — crossed $1B in regulatory AUM ($986.8M -> $1.10B). IAPD ↗
$1.10B RAUM · 24 reps · 404-843-3100 · longviewwealthmanagement.com
85
RAPPAPORT REICHES CAPITAL MANAGEMENT, — crossed $1B in regulatory AUM ($928.3M -> $1.13B). IAPD ↗
$1.13B RAUM · 13 reps · 847-832-0030 · rrcapital.com
85
TEEWINOT CAPITAL ADVISERS, L.L.C. — crossed $1B in regulatory AUM ($841.9M -> $1.19B). IAPD ↗
$1.19B RAUM · 9 reps · 212-984-2360 · teewinotfunds.com
85
CHI-RHO FINANCIAL, LLC — crossed $1B in regulatory AUM ($981.2M -> $1.17B). IAPD ↗
$1.17B RAUM · 7 reps · 678-731-0032
85
NICHOLAS INVESTMENT PARTNERS, L.P. — crossed $1B in regulatory AUM ($923.9M -> $1.18B). IAPD ↗
$1.18B RAUM · 5 reps · 858-759-4545 · nicpartners.com
85
CEDAR MOUNTAIN ADVISORS, LLC — crossed $1B in regulatory AUM ($870.1M -> $1.06B). IAPD ↗
$1.06B RAUM · 6 reps · 503-224-6868 · cmapdx.com
85
ARISTA WEALTH MANAGEMENT, LLC — crossed $1B in regulatory AUM ($993.2M -> $1.03B). IAPD ↗
$1.03B RAUM · 6 reps · 702-309-9970
85
STRATEGIC FINANCIAL CONCEPTS, LLC — crossed $1B in regulatory AUM ($987.6M -> $1.01B). IAPD ↗
$1.01B RAUM · 41 reps · 210-737-7800 · solinskygroup.com
85
CYPRESS POINT WEALTH MANAGEMENT, LLC — crossed $1B in regulatory AUM ($797.7M -> $1.07B). IAPD ↗
$1.07B RAUM · 4 reps · 214-736-8887 · cypresspointwealth.com
85
NEWPORT CAPITAL GROUP, LLC — crossed $1B in regulatory AUM ($326.8M -> $1.22B). IAPD ↗
$1.22B RAUM · 7 reps · 732-741-8400
85
HAMILTON POINT INVESTMENT ADVISORS, LLC — crossed $1B in regulatory AUM ($935.1M -> $1.07B). IAPD ↗
$1.07B RAUM · 8 reps · (919) 636-3765 · hamiltonpoint.com
85
INDEPENDENT SOLUTIONS WEALTH MANAGEMENT, LLC — crossed $1B in regulatory AUM ($953.8M -> $1.23B). IAPD ↗
$1.23B RAUM · 23 reps · 716-568-8566 · iswealthmanagement.com
85
BLACK DIAMOND FINANCIAL, LLC — crossed $1B in regulatory AUM ($701.4M -> $1.04B). IAPD ↗
$1.04B RAUM · 11 reps · 443-841-7772 · blackdfinancial.com
85
MCILRATH & ECK, LLC — crossed $1B in regulatory AUM ($839.6M -> $1.06B). IAPD ↗
$1.06B RAUM · 8 reps · (360) 657-8600 · mcilratheck.com
85
WPWEALTH LLP — crossed $1B in regulatory AUM ($872.7M -> $1.03B). IAPD ↗
$1.03B RAUM · 13 reps · 817-259-9100 · wpwealth.com
85
ALTERNA WEALTH MANAGEMENT, INC. — crossed $1B in regulatory AUM ($861.0M -> $1.23B). IAPD ↗
$1.23B RAUM · 40 reps · 713-885-9843 · alternawealthmanagement.com
85
RIVERFRONT INVESTMENT GROUP, LLC — crossed $1B in regulatory AUM ($751.1M -> $1.18B). IAPD ↗
$1.18B RAUM · 9 reps · 804-549-4800
85
THE FINANCIAL ADVISORS, LLC — crossed $1B in regulatory AUM ($981.1M -> $1.11B). IAPD ↗
$1.11B RAUM · 7 reps · 978-475-3242 · tfa.bz
85
WESPAC ADVISORS, LLC — crossed $1B in regulatory AUM ($926.3M -> $1.08B). IAPD ↗
$1.08B RAUM · 8 reps · 510-287-5255 · wespacadvisorsllc.net
85
CLEAR HAVEN CAPITAL MANAGEMENT, LLC — crossed $1B in regulatory AUM ($485.8M -> $1.20B). IAPD ↗
$1.20B RAUM · 5 reps · 332-240-0416 · clearhavencm.com
85
CS PLANNING CORP — crossed $1B in regulatory AUM ($957.9M -> $1.27B). IAPD ↗
$1.27B RAUM · 48 reps · 503-292-5853 · seltunfg.com
85
STILLWATER CAPITAL ADVISORS, LLC — crossed $1B in regulatory AUM ($980.8M -> $1.15B). IAPD ↗
$1.15B RAUM · 4 reps · 610-848-6760 · stillwateradv.com
85
IRONVIEW CAPITAL MANAGEMENT, LLC — crossed $1B in regulatory AUM ($851.0M -> $1.15B). IAPD ↗
$1.15B RAUM · 9 reps · 215-793-0111 · ironview.com
85
QUADCAP WEALTH MANAGEMENT, LLC — crossed $1B in regulatory AUM ($769.7M -> $1.14B). IAPD ↗
$1.14B RAUM · 12 reps · 972-818-2400 · quadcapwm.com
85
ARIN RISK ADVISORS LLC — crossed $1B in regulatory AUM ($987.8M -> $4.97B). IAPD ↗
$4.97B RAUM · 4 reps · 610.822.3400
85
ANDINA FAMILY OFFICES — crossed $1B in regulatory AUM ($808.5M -> $1.02B). IAPD ↗
$1.02B RAUM · 11 reps · 801-653-0564 · andinafamilyoffices.com
85
SEER CAPITAL MANAGEMENT LP — crossed $1B in regulatory AUM ($628.0M -> $1.08B). IAPD ↗
$1.08B RAUM · 11 reps · 212 850 9000 · seercap.com
85
THE DE BURLO GROUP, INC. — crossed $1B in regulatory AUM ($942.6M -> $1.03B). IAPD ↗
$1.03B RAUM · 3 reps · 617-482-0275 · deburlogroup.com
85
ACTIVEST WEALTH MANAGEMENT, LLC — crossed $1B in regulatory AUM ($956.5M -> $1.02B). IAPD ↗
$1.02B RAUM · 9 reps · 954-399-8121 · activestwm.com
85
FOUNTAINHEAD ADVISORS — crossed $1B in regulatory AUM ($721.6M -> $1.02B). IAPD ↗
$1.02B RAUM · 18 reps · 732-346-1900
85
BEACON CAPITAL MANAGEMENT, LLC — crossed $1B in regulatory AUM ($859.2M -> $1.07B). IAPD ↗
$1.07B RAUM · 18 reps · 615-224-9794
85
COPPELL ADVISORY SOLUTIONS LLC — crossed $1B in regulatory AUM ($849.6M -> $1.08B). IAPD ↗
$1.08B RAUM · 77 reps · 817-888-8020 · fusioncm.com
85
FIELDER CAPITAL GROUP LLC — crossed $1B in regulatory AUM ($834.6M -> $1.06B). IAPD ↗
$1.06B RAUM · 3 reps · 212-918-4860
85
CAPITAL WEALTH MANAGEMENT, LLC — crossed $1B in regulatory AUM ($858.0M -> $1.00B). IAPD ↗
$1.00B RAUM · 9 reps · (401) 885-1060
85
VERITY ASSET MANAGEMENT — crossed $1B in regulatory AUM ($902.9M -> $1.04B). IAPD ↗
$1.04B RAUM · 57 reps · 919-490-6717
85
SONEN CAPITAL LLC — crossed $1B in regulatory AUM ($792.7M -> $1.01B). IAPD ↗
$1.01B RAUM · 13 reps · 415-534-4444
85
TVAMP, LLC — crossed $1B in regulatory AUM ($677.0M -> $1.00B). IAPD ↗
$1.00B RAUM · 18 reps · 865-226-9982
85
OAK CITY CONSULTING, LLC — crossed $1B in regulatory AUM ($782.5M -> $1.26B). IAPD ↗
$1.26B RAUM · 3 reps · 919-844-6450 · oakcityconsulting.com
85
MONTIS FINANCIAL, LLC — crossed $1B in regulatory AUM ($638.8M -> $1.01B). IAPD ↗
$1.01B RAUM · 17 reps · 781-541-5057 · montisfinancial.com
85
STRATEGIC WEALTH INVESTMENT GROUP, LLC — crossed $1B in regulatory AUM ($900.8M -> $1.11B). IAPD ↗
$1.11B RAUM · 41 reps · 502-412-3354 · atasteofretirement.com
85
PRIVATE PORTFOLIO PARTNERS, LLC — crossed $1B in regulatory AUM ($899.9M -> $1.05B). IAPD ↗
$1.05B RAUM · 19 reps · 201-939-6644 · fairway-wealth.com
85
VIRTUE CAPITAL MANAGEMENT, LLC — crossed $1B in regulatory AUM ($787.5M -> $1.21B). IAPD ↗
$1.21B RAUM · 90 reps · 615-340-0801
85
BALEFIRE, LLC — crossed $1B in regulatory AUM ($903.2M -> $1.24B). IAPD ↗
$1.24B RAUM · 36 reps · 972-361-1001
85
SHEPHERD FINANCIAL PARTNERS, LLC — crossed $1B in regulatory AUM ($975.4M -> $1.14B). IAPD ↗
$1.14B RAUM · 8 reps · (781) 756-1804
85
WEALTHSHIELD PARTNERS, LLC — crossed $1B in regulatory AUM ($917.9M -> $1.08B). IAPD ↗
$1.08B RAUM · 13 reps · 919-948-4453 · madisonoakswp.com
85
TOWNELEY CAPITAL MANAGEMENT, INC. — crossed $1B in regulatory AUM ($882.4M -> $1.02B). IAPD ↗
$1.02B RAUM · 9 reps · 949-837-3580 · towneley.com
85
PRIVATE ADVISORY — crossed $1B in regulatory AUM ($900.5M -> $1.32B). IAPD ↗
$1.32B RAUM · 13 reps · 425-498-2320 · privateadvisory.com
85
BLUEPRINT INVESTMENT PARTNERS LLC — crossed $1B in regulatory AUM ($849.4M -> $1.23B). IAPD ↗
$1.23B RAUM · 3 reps · 336-609-7522
85
KEEN WEALTH ADVISORS — crossed $1B in regulatory AUM ($914.9M -> $1.04B). IAPD ↗
$1.04B RAUM · 29 reps · (913) 624-1841
85
DESTINY WEALTH PARTNERS, LLC — crossed $1B in regulatory AUM ($996.8M -> $1.13B). IAPD ↗
$1.13B RAUM · 11 reps · 352.343.2700 · destinywealth.com
85
SYMPHONY FINANCIAL, LTD. CO. — crossed $1B in regulatory AUM ($861.0M -> $1.09B). IAPD ↗
$1.09B RAUM · 23 reps · 281-272-6800
85
FIDUCIARY FINANCIAL ADVISORS — crossed $1B in regulatory AUM ($555.4M -> $1.17B). IAPD ↗
$1.17B RAUM · 38 reps · 616-622-3062
85
FOUNDERS FINANCIAL ALLIANCE, LLC — crossed $1B in regulatory AUM ($700.9M -> $1.00B). IAPD ↗
$1.00B RAUM · 31 reps · 855-860-5940 · foundersfinancialalliance.com
85
FITZROY INVESTMENT ADVISORS LLC — crossed $1B in regulatory AUM ($662.3M -> $1.01B). IAPD ↗
$1.01B RAUM · 8 reps · 347-580-9762 · fria.us
85
FLORENCE CAPITAL ADVISORS, LP — crossed $1B in regulatory AUM ($427.3M -> $1.26B). IAPD ↗
$1.26B RAUM · 1 reps · (212) 202-3296
85
STANSBERRY ASSET MANAGEMENT, LLC — crossed $1B in regulatory AUM ($875.5M -> $1.05B). IAPD ↗
$1.05B RAUM · 13 reps · 646-854-4370 · stansberryam.com
85
ARLINGTON FINANCIAL ADVISORS, LLC — crossed $1B in regulatory AUM ($944.5M -> $1.04B). IAPD ↗
$1.04B RAUM · 8 reps · (805) 699-7300 · arlingtonfinancialadvisors.com
85
180 WEALTH ADVISORS, LLC — crossed $1B in regulatory AUM ($853.0M -> $1.06B). IAPD ↗
$1.06B RAUM · 6 reps · (253) 394-0720 · 180wealthadvisors.com
85
JFG WEALTH MANAGEMENT, LLC — crossed $1B in regulatory AUM ($901.0M -> $1.16B). IAPD ↗
$1.16B RAUM · 30 reps · 720-778-4467 · jfgwealth.net
85
EVOLUTION WEALTH ADVISORS, LLC — crossed $1B in regulatory AUM ($952.2M -> $1.31B). IAPD ↗
$1.31B RAUM · 6 reps · (305) 921-4740 · ewadvisors.net
85
ALPINE PRIVATE WEALTH — crossed $1B in regulatory AUM ($978.5M -> $1.23B). IAPD ↗
$1.23B RAUM · 5 reps · 314-932-1010
85
KEELEY-TETON ADVISORS, LLC — crossed $1B in regulatory AUM ($888.8M -> $1.02B). IAPD ↗
$1.02B RAUM · 11 reps · (312) 786-5000 · keeleyteton.com
85
ARKOS GLOBAL ADVISORS, LLC — crossed $1B in regulatory AUM ($939.4M -> $1.11B). IAPD ↗
$1.11B RAUM · 4 reps · (346) 352-2360
85
AWM CAPITAL, LLC — crossed $1B in regulatory AUM ($860.6M -> $1.15B). IAPD ↗
$1.15B RAUM · 24 reps · (323) 940-1339
85
RECURRENT INVESTMENT ADVISORS LLC — crossed $1B in regulatory AUM ($782.2M -> $1.21B). IAPD ↗
$1.21B RAUM · 6 reps · (832) 241-5900 · recurrentfunds.com
85
OPAL WEALTH ADVISORS, LLC — crossed $1B in regulatory AUM ($825.9M -> $1.03B). IAPD ↗
$1.03B RAUM · 7 reps · 516-388-7980
85
SGROI WEALTH ADVISORY GROUP LLC — crossed $1B in regulatory AUM ($939.0M -> $1.08B). IAPD ↗
$1.08B RAUM · 13 reps · 716-674-6700 · sgroilawley.com
85
SHADE TREE ADVISORS LLC — crossed $1B in regulatory AUM ($794.7M -> $1.03B). IAPD ↗
$1.03B RAUM · 21 reps · 518-290-9460 · shadetreeadvisors.com
85
TITAN — crossed $1B in regulatory AUM ($882.0M -> $1.12B). IAPD ↗
$1.12B RAUM · 5 reps · 973-490-4042
85
MONOGRAM CAPITAL MANAGEMENT, L.P. — crossed $1B in regulatory AUM ($862.9M -> $1.09B). IAPD ↗
$1.09B RAUM · 10 reps · 310-229-2460 · monogramcapital.com
85
ROOT FINANCIAL PARTNERS — crossed $1B in regulatory AUM ($399.2M -> $1.11B). IAPD ↗
$1.11B RAUM · 35 reps · (760) 452-0720
85
TRIVIUM POINT ADVISORY, LLC — crossed $1B in regulatory AUM ($716.2M -> $1.49B). IAPD ↗
$1.49B RAUM · 23 reps · (203) 221-3085
85
ALDEN CAPITAL — crossed $1B in regulatory AUM ($657.2M -> $1.44B). IAPD ↗
$1.44B RAUM · 20 reps · (215) 572-8700 · aldeninvestmentgroup.com
85
SOUDERS FINANCIAL ADVISORS, LLC — crossed $1B in regulatory AUM ($889.9M -> $1.07B). IAPD ↗
$1.07B RAUM · 13 reps · 513-598-2400 · myscaretirement.com
85
COHALO — crossed $1B in regulatory AUM ($838.2M -> $1.03B). IAPD ↗
$1.03B RAUM · 1 reps · 833-426-4256 · cohalo.com
85
ACCURATE WEALTH MANAGEMENT, LLC — crossed $1B in regulatory AUM ($780.5M -> $1.15B). IAPD ↗
$1.15B RAUM · 41 reps · 813-994-0984 · accurateadvisorygroup.com
85
ASPIRE CAPITAL ADVISORS LLC — crossed $1B in regulatory AUM ($817.7M -> $1.01B). IAPD ↗
$1.01B RAUM · 10 reps · (206) 939-5615 · investwithaspire.com
85
CATALYST FINANCIAL PARTNERS — crossed $1B in regulatory AUM ($827.3M -> $1.02B). IAPD ↗
$1.02B RAUM · 9 reps · 617-239-8101
85
INSPIRE ADVISORS, LLC — crossed $1B in regulatory AUM ($835.3M -> $1.03B). IAPD ↗
$1.03B RAUM · 46 reps · 877-859-6383 · inspireadvisors.com
85
SIGNAL ADVISORS WEALTH, LLC — crossed $1B in regulatory AUM ($465.3M -> $1.16B). IAPD ↗
$1.16B RAUM · 9 reps · 1-866-774-4625
85
ABSHER WEALTH MANAGEMENT, LLC — crossed $1B in regulatory AUM ($944.3M -> $1.10B). IAPD ↗
$1.10B RAUM · 7 reps · 919-283-2340 · absherwealth.com
85
MBL ADVISORS — crossed $1B in regulatory AUM ($946.2M -> $1.14B). IAPD ↗
$1.14B RAUM · 10 reps · 704-333-8461
85
PLATFORM TECHNOLOGY PARTNERS — crossed $1B in regulatory AUM ($936.7M -> $1.09B). IAPD ↗
$1.09B RAUM · 8 reps · 212-444-2362 · neprivatewealth.com
85
FERMATA ADVISORS — crossed $1B in regulatory AUM ($973.8M -> $1.15B). IAPD ↗
$1.15B RAUM · 17 reps · (707) 938-7414
85
ONYX BRIDGE WEALTH GROUP LLC — crossed $1B in regulatory AUM ($815.7M -> $1.00B). IAPD ↗
$1.00B RAUM · 17 reps · (914) 909-6699 · onyxbridge.com
85
HUNTER CAPITAL MANAGEMENT — crossed $1B in regulatory AUM ($890.2M -> $1.02B). IAPD ↗
$1.02B RAUM · 5 reps · 312-341-9727 · hunterfunds.com
85
ASSUREDPARTNERS INVESTMENT ADVISORS — crossed $1B in regulatory AUM ($179.0M -> $3.25B). IAPD ↗
$3.25B RAUM · 46 reps · 407-708-0050
85
FORTIS CAPITAL ADVISORS, LLC — crossed $1B in regulatory AUM ($630.6M -> $1.21B). IAPD ↗
$1.21B RAUM · 54 reps · (913) 222-8862 · fortiscapitaladvisors.com
85
V-SQUARE QUANTITATIVE MANAGEMENT — crossed $1B in regulatory AUM ($883.4M -> $1.17B). IAPD ↗
$1.17B RAUM · 3 reps · (312) 872-7281
85
WEALTHPLAN INVESTMENT MANAGEMENT LLC — crossed $1B in regulatory AUM ($988.9M -> $1.57B). IAPD ↗
$1.57B RAUM · 14 reps · 402-691-0200
85
HILL INVESTMENT GROUP — crossed $1B in regulatory AUM ($971.1M -> $1.04B). IAPD ↗
$1.04B RAUM · 8 reps · 314-448-4023
85
FIFTH THIRD WEALTH ADVISORS LLC — crossed $1B in regulatory AUM ($571.7M -> $6.08B). IAPD ↗
$6.08B RAUM · 52 reps · (513) 534-7452
85
NEXT LEVEL PRIVATE LLC — crossed $1B in regulatory AUM ($810.7M -> $1.05B). IAPD ↗
$1.05B RAUM · 8 reps · (914) 431-5255
85
IMPACT PARTNERSHIP WEALTH, LLC — crossed $1B in regulatory AUM ($751.6M -> $1.68B). IAPD ↗
$1.68B RAUM · 72 reps · 800-380-5040
85
O'HAGAN GROUP, INC. — crossed $1B in regulatory AUM ($807.7M -> $1.02B). IAPD ↗
$1.02B RAUM · 8 reps · 610-625-8855 · theohagangroup.net
85
GDS WEALTH MANAGEMENT — crossed $1B in regulatory AUM ($891.7M -> $1.27B). IAPD ↗
$1.27B RAUM · 15 reps · 469-212-8072 · gdswealth.com
85
BROOKWOOD INVESTMENT GROUP — crossed $1B in regulatory AUM ($689.1M -> $1.06B). IAPD ↗
$1.06B RAUM · 24 reps · 4806463504 · ckwmg.com
85
ULLMANN WEALTH PARTNERS — crossed $1B in regulatory AUM ($877.1M -> $1.07B). IAPD ↗
$1.07B RAUM · 7 reps · 904-280-3700
85
VALENCE8 — crossed $1B in regulatory AUM ($909.5M -> $1.40B). IAPD ↗
$1.40B RAUM · 5 reps · 508-281-9208
85
WHITTIER ADVISORS, LLC — crossed $1B in regulatory AUM ($862.1M -> $1.48B). IAPD ↗
$1.48B RAUM · 2 reps · 949-341-4250 · whittieradvisors.com
85
VESTGEN ADVISORS, LLC — crossed $1B in regulatory AUM ($660.3M -> $3.47B). IAPD ↗
$3.47B RAUM · 30 reps · 312-237-4446
85
MAREN CAPITAL — crossed $1B in regulatory AUM ($889.0M -> $1.40B). IAPD ↗
$1.40B RAUM · 2 reps · 7738327602 · marencapital.com
85
ETHOS FINANCIAL GROUP, LLC — crossed $1B in regulatory AUM ($913.9M -> $1.58B). IAPD ↗
$1.58B RAUM · 27 reps · 484-889-7270 · ethosfg.com
85
GATEWAY WEALTH PARTNERS, LLC — crossed $1B in regulatory AUM ($891.6M -> $1.25B). IAPD ↗
$1.25B RAUM · 66 reps · (920) 731-9293 · integratedwealthpartners.com
85
TURTLE CREEK WEALTH ADVISORS, LLC — crossed $1B in regulatory AUM ($905.6M -> $1.33B). IAPD ↗
$1.33B RAUM · 19 reps · 214-214-3110
85
SPECTRUM WEALTH MANAGEMENT — crossed $1B in regulatory AUM ($976.4M -> $1.15B). IAPD ↗
$1.15B RAUM · 6 reps · 317-663-5600
85
UNITED ADVISOR GROUP — crossed $1B in regulatory AUM ($578.8M -> $1.09B). IAPD ↗
$1.09B RAUM · 43 reps · 888.242.4912 · uagria.com
85
A16Z PERENNIAL MANAGEMENT, L.P. — crossed $1B in regulatory AUM ($822.4M -> $1.82B). IAPD ↗
$1.82B RAUM · 9 reps · (650) 798-5800 · a16z.com
85
PREMIER PATH WEALTH PARTNERS, LLC — crossed $1B in regulatory AUM ($814.5M -> $1.10B). IAPD ↗
$1.10B RAUM · 4 reps · 973-671-6530 · premierpath.com
85
CASCADE FINANCIAL PARTNERS, LLC — crossed $1B in regulatory AUM ($973.9M -> $1.16B). IAPD ↗
$1.16B RAUM · 6 reps · 858-379-6701 · cascadefinancialpartners.com
85
SPIREPOINT PRIVATE CLIENT, LLC — crossed $1B in regulatory AUM ($934.1M -> $1.12B). IAPD ↗
$1.12B RAUM · 4 reps · 772-316-1271 · spirepointpc.com
85
STIFEL CAPITAL MANAGEMENT, LLC — crossed $1B in regulatory AUM ($745.4M -> $1.49B). IAPD ↗
$1.49B RAUM · 1 reps · 212-328-1000 · stifelcapitalmanagement.com
85
CAPITAL INVESTMENT COUNSEL, LLC — crossed $1B in regulatory AUM ($548.3M -> $1.18B). IAPD ↗
$1.18B RAUM · 4 reps · (303) 381-0200 · cicwealthadvisors.com
85
TOPSAIL WEALTH MANAGEMENT LLC — crossed $1B in regulatory AUM ($875.7M -> $1.03B). IAPD ↗
$1.03B RAUM · 3 reps · 980-308-9901 · topsailwealthmanagement.com
85
CASTLE ROCK ADVISORS LLC — crossed $1B in regulatory AUM ($830.2M -> $1.59B). IAPD ↗
$1.59B RAUM · 27 reps · 617-227-0050
75
&PARTNERS — reported RAUM up 1106% ($1.17B -> $14.15B). IAPD ↗
$14.15B RAUM · 272 reps · 615-255-6431 · andpartners.com
75
OSAIC WEALTH, INC. — reported RAUM up 112% ($94.56B -> $200.27B). IAPD ↗
$200.27B RAUM · 6276 reps · 800-821-5100 · icmfinancial.com
75
BROOKFIELD PUBLIC SECURITIES GROUP LLC — reported RAUM up 123% ($21.66B -> $48.29B). IAPD ↗
$48.29B RAUM · 38 reps · 212-549-8400 · publicsecurities.brookfield.com
75
U.S. BANCORP ASSET MANAGEMENT, INC. — reported RAUM up 129% ($176.09B -> $402.82B). IAPD ↗
$402.82B RAUM · 63 reps · 717-232-2723 · usbancorpassetmanagement.com
75
GALLAGHER FIDUCIARY ADVISORS, LLC — reported RAUM up 1128% ($10.24B -> $125.75B). IAPD ↗
$125.75B RAUM · 160 reps · 212-330-1011 · ajg.com
75
GOTHAM ASSET MANAGEMENT, LLC — reported RAUM up 92% ($6.31B -> $12.13B). IAPD ↗
$12.13B RAUM · 19 reps · 212-319-4100 · gothametfs.com
75
FFT WEALTH MANAGEMENT — reported RAUM up 94% ($3.13B -> $6.05B). IAPD ↗
$6.05B RAUM · 26 reps · 610-545-6100 · fftwealth.com
75
PATHSTONE — reported RAUM up 108% ($48.26B -> $100.44B). IAPD ↗
$100.44B RAUM · 342 reps · 201-944-7284
75
FOCUS PARTNERS WEALTH, LLC — reported RAUM up 347% ($21.47B -> $95.89B). IAPD ↗
$95.89B RAUM · 945 reps · 617-723-8200
75
TIDAL INVESTMENTS LLC — reported RAUM up 140% ($11.33B -> $27.26B). IAPD ↗
$27.26B RAUM · 19 reps · 855-843-2534 · tidalfinancialgroup.com
75
HOOD RIVER CAPITAL MANAGEMENT LLC — reported RAUM up 85% ($3.70B -> $6.86B). IAPD ↗
$6.86B RAUM · 19 reps · 561-484-5699
75
APTUS CAPITAL ADVISORS, LLC — reported RAUM up 86% ($5.29B -> $9.86B). IAPD ↗
$9.86B RAUM · 19 reps · 251-517-7198 · aptuscapitaladvisors.com
75
BOWIE CAPITAL MANAGEMENT, LLC — reported RAUM up 115% ($1.03B -> $2.21B). IAPD ↗
$2.21B RAUM · 4 reps · 214-712-4951 · bowiecapital.com
75
OSAIC ADVISORY SERVICES, LLC — reported RAUM up 152% ($4.94B -> $12.47B). IAPD ↗
$12.47B RAUM · 389 reps · 866-580-8219 · indiconinc.com
75
ETF ARCHITECT — reported RAUM up 75% ($9.16B -> $16.05B). IAPD ↗
$16.05B RAUM · 8 reps · 1.215.882.9983 · etfarchitect.com
75
COMPOUND PLANNING, INC. — reported RAUM up 117% ($1.40B -> $3.03B). IAPD ↗
$3.03B RAUM · 48 reps · 888-533-9364 · opturaadvisors.com
75
DUNCAN WILLIAMS ASSET MANAGEMENT, LLC — reported RAUM up 112% ($1.02B -> $2.16B). IAPD ↗
$2.16B RAUM · 5 reps · (901) 435-4250
75
VESTMARK ADVISORY SOLUTIONS, INC. — reported RAUM up 78% ($5.64B -> $10.02B). IAPD ↗
$10.02B RAUM · 12 reps · 888-355-0477
75
HUMAN INTEREST ADVISORS LLC — reported RAUM up 92% ($3.45B -> $6.61B). IAPD ↗
$6.61B RAUM · 1 reps · (855) 622-7824 · humaninterest.com
75
KOVITZ INVESTMENT GROUP PARTNERS, LLC — reported RAUM up 181% ($11.29B -> $31.73B). IAPD ↗
$31.73B RAUM · 181 reps · 312-334-7300
75
TAIKO — reported RAUM up 199% ($1.42B -> $4.25B). IAPD ↗
$4.25B RAUM · 2 reps · 312-300-4781 · advisor-os.com
75
KINGSWOOD WEALTH ADVISORS, LLC — reported RAUM up 137% ($1.04B -> $2.47B). IAPD ↗
$2.47B RAUM · 73 reps · 800-535-6981 · kingswoodus.com
75
ATOM INVESTORS LP — reported RAUM up 92% ($1.72B -> $3.30B). IAPD ↗
$3.30B RAUM · 6 reps · (737) 249-0292
75
QUANTINNO CAPITAL MANAGEMENT LP — reported RAUM up 233% ($4.30B -> $14.32B). IAPD ↗
$14.32B RAUM · 5 reps · (212) 313-9431 · quantinno.com
75
VISE AI ADVISORS — reported RAUM up 103% ($1.07B -> $2.18B). IAPD ↗
$2.18B RAUM · 21 reps · 201-375-3969
75
FARTHER — reported RAUM up 170% ($2.18B -> $5.88B). IAPD ↗
$5.88B RAUM · 250 reps · 628-246-8004
75
ALIYA CAPITAL PARTNERS LLC — reported RAUM up 97% ($1.00B -> $1.98B). IAPD ↗
$1.98B RAUM · 8 reps · 305-831-4999
75
CONFLUENCE FINANCIAL PARTNERS — reported RAUM up 79% ($3.06B -> $5.45B). IAPD ↗
$5.45B RAUM · 37 reps · 724-271-8801
75
THE BALDWIN GROUP WEALTH ADVISORS, LLC — reported RAUM up 338% ($4.81B -> $21.04B). IAPD ↗
$21.04B RAUM · 36 reps · 813-934-2743 · baldwin.com
75
SAMMONS FINANCIAL GROUP ASSET MANAGEMENT, LLC — reported RAUM up 866% ($11.36B -> $109.76B). IAPD ↗
$109.76B RAUM · 6 reps · 515-221-4879
75
ADVISOR PARTNERS — reported RAUM up 127% ($3.38B -> $7.67B). IAPD ↗
$7.67B RAUM · 9 reps · 888-265-2257 · advisorpartners.com
75
STRIVE ASSET MANAGEMENT — reported RAUM up 91% ($1.08B -> $2.06B). IAPD ↗
$2.06B RAUM · 10 reps · 872-270-5406
75
MODERN WEALTH MANAGEMENT, LLC — reported RAUM up 197% ($2.07B -> $6.15B). IAPD ↗
$6.15B RAUM · 54 reps · 913-393-1000 · erstpa.com
75
KAUFMAN HALL INVESTMENT MANAGEMENT — reported RAUM up 83% ($1.26B -> $2.31B). IAPD ↗
$2.31B RAUM · 7 reps · 224-7243809 · khim.com
75
TRIBRIDGE PARTNERS FINANCIAL LLC — 's provisional registration is now fully approved. IAPD ↗
$1.20B RAUM · 8 reps · 240-422-8799 · tribridgepartnersfinancial.com
74
SAROFIM TRUST CO — reported RAUM up 71% ($7.14B -> $12.17B). IAPD ↗
$12.17B RAUM · 21 reps · 713-654-4484
74
MDT ADVISERS, A DIVISION OF FEDERATED MDTA LLC — reported RAUM up 75% ($6.67B -> $11.66B). IAPD ↗
$11.66B RAUM · 14 reps · 617-235-7100
74
MULTNOMAH GROUP, INC. — reported RAUM up 70% ($1.31B -> $2.22B). IAPD ↗
$2.22B RAUM · 14 reps · 503-772-0159
74
REGAN CAPITAL — reported RAUM up 73% ($1.21B -> $2.10B). IAPD ↗
$2.10B RAUM · 3 reps · 214-550-1710
74
VERNAL POINT ADVISORS, LLC — reported RAUM up 72% ($1.59B -> $2.74B). IAPD ↗
$2.74B RAUM · 7 reps · 415-237-3530 · vernalpoint.com
74
LEO WEALTH, LLC — reported RAUM up 75% ($1.52B -> $2.66B). IAPD ↗
$2.66B RAUM · 32 reps · 817-354-1090
74
TOWNSQUARE CAPITAL, LLC — reported RAUM up 71% ($8.78B -> $14.99B). IAPD ↗
$14.99B RAUM · 8 reps · 385-375-8650 · orion.com
74
MERCURY ADVISORY, LLC — reported RAUM up 73% ($6.40B -> $11.07B). IAPD ↗
$11.07B RAUM · 3 reps · 415-878-1068
74
CORDOBA ADVISORY PARTNERS LLC — reported RAUM up 72% ($1.52B -> $2.61B). IAPD ↗
$2.61B RAUM · 6 reps · (917) 746-4806 · cordobapartners.co
74
THE ASCENT GROUP, LLC — reported RAUM up 71% ($2.88B -> $4.93B). IAPD ↗
$4.93B RAUM · 4 reps · 757-499-8300 · tagwm.com
73
M. E. ALLISON & CO., INC. — reported RAUM up 97% ($145.9M -> $287.4M). IAPD ↗
$287.4M RAUM · 10 reps · 210-930-4000 · meallison.com
73
INDEPENDENT FINANCIAL GROUP, LLC — reported RAUM up 68% ($6.75B -> $11.32B). IAPD ↗
$11.32B RAUM · 484 reps · 858-436-3180 · ifgsd.com
73
LIFEMARK SECURITIES CORP. — reported RAUM up 88% ($246.1M -> $461.5M). IAPD ↗
$461.5M RAUM · 88 reps · 585-424-5672 · lifemark.com
73
PRIMESOLUTIONS ADVISORS, LLC — reported RAUM up 126% ($178.3M -> $402.6M). IAPD ↗
$402.6M RAUM · 1 reps · 412-818-5780 · primesolutionsadvisors.com
73
PINNACLE WEALTH ADVISORS — reported RAUM up 128% ($202.1M -> $461.4M). IAPD ↗
$461.4M RAUM · 9 reps · 503-654-5100 · thinkpinnacle.com.
73
CWC ADVISORS, LLC — reported RAUM up 158% ($163.5M -> $421.5M). IAPD ↗
$421.5M RAUM · 8 reps · 503-968-0950 · cwcadvisors.com
73
EMERSON EQUITY LLC — reported RAUM up 86% ($176.2M -> $327.9M). IAPD ↗
$327.9M RAUM · 72 reps · 650-312-0200 · emersonequity.com
73
ACCUVEST GLOBAL ADVISORS, INC. — reported RAUM up 81% ($518.0M -> $937.7M). IAPD ↗
$937.7M RAUM · 4 reps · 925-930-2882
73
HAMMOND ILES WEALTH ADVISORS — reported RAUM up 262% ($107.1M -> $387.4M). IAPD ↗
$387.4M RAUM · 4 reps · 860-258-2600
73
DAI WEALTH, LLC — reported RAUM up 75% ($152.5M -> $267.4M). IAPD ↗
$267.4M RAUM · 32 reps · 404-531-7080 · goodcounselwealth.com
73
CAPITAL INNOVATIONS, LLC — reported RAUM up 83% ($204.3M -> $372.9M). IAPD ↗
$372.9M RAUM · 4 reps · 262-746-3100 · capinnovations.com
73
AGH WEALTH ADVISORS, LLC — reported RAUM up 123% ($197.2M -> $439.9M). IAPD ↗
$439.9M RAUM · 5 reps · 316-267-3220 · aghwealth.com
73
MONEX ASSET MANAGEMENT, INC. — reported RAUM up 92% ($200.9M -> $386.3M). IAPD ↗
$386.3M RAUM · 14 reps · 713-877-8234 · monexsec.com
73
CONVERGENCE INVESTMENT PARTNERS, LLC — reported RAUM up 99% ($233.5M -> $464.8M). IAPD ↗
$464.8M RAUM · 4 reps · 561-494-8001
73
TILIA FIDUCIARY PARTNERS, INC. — reported RAUM up 139% ($173.0M -> $413.9M). IAPD ↗
$413.9M RAUM · 4 reps · 910-679-4093 · tiliapartners.com
73
BATTERY GLOBAL ADVISORS, LLC — reported RAUM up 67% ($4.12B -> $6.90B). IAPD ↗
$6.90B RAUM · 12 reps · 617-948-3800 · bga.com
73
BERNARD WEALTH MANAGEMENT CORP. — reported RAUM up 75% ($158.9M -> $278.4M). IAPD ↗
$278.4M RAUM · 4 reps · 248-556-2900
73
TAIBER, KOSMALA & ASSOCIATES, LLC — reported RAUM up 338% ($114.0M -> $499.8M). IAPD ↗
$499.8M RAUM · 15 reps · 312-300-4781
73
STEEL TOWER INVESTMENTS — reported RAUM up 160% ($115.6M -> $300.7M). IAPD ↗
$300.7M RAUM · 4 reps · 412-586-2060 · upswia.com
73
FOUNDATION WEALTH MANAGEMENT, LLC — reported RAUM up 95% ($167.3M -> $326.8M). IAPD ↗
$326.8M RAUM · 4 reps · (610) 548-7170
73
LIQUID STRATEGIES, LLC — reported RAUM up 82% ($522.7M -> $950.4M). IAPD ↗
$950.4M RAUM · 4 reps · 800-970-2725 · overlayshares.com
73
PROSPERITY WEALTH MANAGEMENT, INC. — reported RAUM up 82% ($243.4M -> $442.2M). IAPD ↗
$442.2M RAUM · 47 reps · 925-791-4444 · thinkfloresfinancial.com
73
EASTGATE CAPITAL ADVISORS LLC — reported RAUM up 98% ($132.5M -> $263.0M). IAPD ↗
$263.0M RAUM · 3 reps · 312-690-4900 · eastgateca.com
73
NICHOLAS WEALTH MANAGEMENT — reported RAUM up 104% ($203.1M -> $413.7M). IAPD ↗
$413.7M RAUM · 10 reps · 404-890-5606
73
MONORAIL SECURITIES LLC — reported RAUM up 200818% ($146,815 -> $295.0M). IAPD ↗
$295.0M RAUM · 3 reps · (941) 925-2121 · monorail.com
73
VANGUARD PERSONALIZED INDEXING MANAGEMENT — reported RAUM up 67% ($4.35B -> $7.26B). IAPD ↗
$7.26B RAUM · 4 reps · 844-317-5190
73
GANIM PRIVATE WEALTH — reported RAUM up 99% ($131.5M -> $262.0M). IAPD ↗
$262.0M RAUM · 6 reps · (203) 335-0851 · ganimfinancial.com
73
XYPN INVEST — reported RAUM up 141% ($133.3M -> $321.0M). IAPD ↗
$321.0M RAUM · 25 reps · (360) 301-7579 · charlesmichaelfinancial.com
73
THE PROFESSIONAL FINANCIAL COMPANY LLC — reported RAUM up 75% ($206.2M -> $361.1M). IAPD ↗
$361.1M RAUM · 3 reps · (801) 701-2345
73
WESTWOOD WEALTH MANAGEMENT — reported RAUM up 83% ($185.0M -> $338.8M). IAPD ↗
$338.8M RAUM · 2 reps · (424) 255-3120 · wwmgmt.co
73
GO INVEST LLC — reported RAUM up 183% ($148.6M -> $420.9M). IAPD ↗
$420.9M RAUM · 1 reps · 801-614-4914 · goinvest.us
73
VAN CLEMENS WEALTH MANAGEMENT, LLC — reported RAUM up 209% ($105.9M -> $327.2M). IAPD ↗
$327.2M RAUM · 18 reps · 612-758-9140 · vanclemens.com
73
DEW POINT CAPITAL — reported RAUM up 127% ($161.5M -> $366.6M). IAPD ↗
$366.6M RAUM · 2 reps · 410-258-2174 · dewpointcap.com
73
VANTAGE POINT FINANCIAL, LLC — reported RAUM up 81% ($237.9M -> $430.7M). IAPD ↗
$430.7M RAUM · 16 reps · (331) 204-6212
73
BURKHOLDER WEALTH MANAGEMENT — reported RAUM up 77% ($144.0M -> $255.1M). IAPD ↗
$255.1M RAUM · 4 reps · 918-727-7100
73
SYNERGY INVESTMENT MANAGEMENT LLC — reported RAUM up 354% ($101.6M -> $461.2M). IAPD ↗
$461.2M RAUM · 9 reps · 321-203-4458
73
SEEDS INVESTOR LLC — reported RAUM up 194% ($165.5M -> $485.6M). IAPD ↗
$485.6M RAUM · 5 reps · (212) 287-7370
73
CARRICK LANE LLC — reported RAUM up 66% ($1.44B -> $2.38B). IAPD ↗
$2.38B RAUM · 5 reps · 212-433-8450 · carricklane.com
73
SKYVIEW FINANCIAL GROUP, LLC — reported RAUM up 166% ($103.0M -> $273.9M). IAPD ↗
$273.9M RAUM · 2 reps · (888) 406-0444
73
REDEMPTION CAPITAL — reported RAUM up 119% ($121.1M -> $265.5M). IAPD ↗
$265.5M RAUM · 2 reps · 432-236-0866 · redcapllc.com
73
CITY DIFFERENT INVESTMENTS — reported RAUM up 132% ($114.6M -> $265.8M). IAPD ↗
$265.8M RAUM · 8 reps · 505-416-4550
73
GALLIOTT CAPITAL ADVISORS, LLC — reported RAUM up 122% ($118.2M -> $261.9M). IAPD ↗
$261.9M RAUM · 2 reps · 310-362-3320 · galliott.com
73
EVERSTAR ASSET MANAGEMENT, LLC — reported RAUM up 137% ($131.4M -> $311.5M). IAPD ↗
$311.5M RAUM · 6 reps · 440-376-1629 · everstarassetmanagement.com
73
BLACK DIAMOND FINANCIAL, LLC — reported RAUM up 83% ($199.6M -> $365.5M). IAPD ↗
$365.5M RAUM · 2 reps · 201-214-2104 · bdfria.com
73
THEPARTNERS WEALTH MANAGEMENT — reported RAUM up 163% ($172.5M -> $454.5M). IAPD ↗
$454.5M RAUM · 19 reps · 800-324-3010 · twsfinancialplanning.com
73
GALAPAGOS ADVISORY LLC — reported RAUM up 158% ($106.6M -> $274.9M). IAPD ↗
$274.9M RAUM · 4 reps · 3055155878 · galapagoscapital.us
73
OUTWING PRIVATE WEALTH MANAGEMENT — reported RAUM up 85% ($163.3M -> $302.3M). IAPD ↗
$302.3M RAUM · 1 reps · (805) 880-9464 · outwingwealth.com
73
IDB LIDO WEALTH, LLC — reported RAUM up 261% ($93.6M -> $338.0M). IAPD ↗
$338.0M RAUM · 14 reps · 646-839-9793 · idblidowealth.com
73
ONEASCENT FAMILY OFFICES — reported RAUM up 284% ($93.8M -> $360.2M). IAPD ↗
$360.2M RAUM · 6 reps · (205) 313-9142 · sovereignfamilyoffice.co
73
BULL HARBOR CAPITAL LLC. — reported RAUM up 98% ($173.9M -> $344.0M). IAPD ↗
$344.0M RAUM · 16 reps · 804-965-5408 · bullharborcapital.com
73
MARIDEA WEALTH MANAGEMENT — reported RAUM up 1763% ($25.2M -> $469.2M). IAPD ↗
$469.2M RAUM · 15 reps · 347-289-5227 · hartshornegroup.com
73
FARTHER ASSET MANAGEMENT, LLC — reported RAUM up 623% ($40.2M -> $290.6M). IAPD ↗
$290.6M RAUM · 2 reps · 628-246-8004
73
J. STERN & CO., LLC — reported RAUM up 1405% ($25.0M -> $376.3M). IAPD ↗
$376.3M RAUM · 0 reps · 212-219-0200 · jsternco.com
73
TRIAD WEALTH PARTNERS, LLC — reported RAUM up 177% ($153.4M -> $425.0M). IAPD ↗
$425.0M RAUM · 13 reps · 785-830-0000 · triadwealthpartners.com
73
ATEGENOS CAPITAL, LLC — reported RAUM up 257% ($130.6M -> $466.4M). IAPD ↗
$466.4M RAUM · 5 reps · 1-800-461-3205 · ategenoscapital.com
73
FOGUTH WEALTH MANAGEMENT, LLC. — reported RAUM up 86% ($237.0M -> $439.6M). IAPD ↗
$439.6M RAUM · 29 reps · (810) 522-5650
73
STONEBRIDGE WEALTH SYSTEMS LLC — reported RAUM up 171% ($102.0M -> $276.0M). IAPD ↗
$276.0M RAUM · 9 reps · 308-698-0144 · stonebridgeiwm.com
73
WEALTHCARE CAPITAL PARTNERS, LLC — reported RAUM up 106% ($160.6M -> $330.9M). IAPD ↗
$330.9M RAUM · 9 reps · 804.644.4711
73
OWL CREEK WEALTH PARTNERS — reported RAUM up 76% ($205.9M -> $363.0M). IAPD ↗
$363.0M RAUM · 1 reps · 303-409-4409 · owlcreekwealth.com
73
TRADEWELL SECURITIES, LLC — 's provisional registration is now fully approved. IAPD ↗
$267.0M RAUM · 3 reps · 260-490-2084 · tradewelltax.com
73
LIBERTY SQUARE WEALTH PARTNERS LLC — 's provisional registration is now fully approved. IAPD ↗
$476.0M RAUM · 2 reps · (610) 865-5803 · libertysquarewealth.com
73
SHRIER WEALTH MANAGEMENT, LLC — 's provisional registration is now fully approved. IAPD ↗
$323.2M RAUM · 3 reps · 310-201-0200 · shrierwealth.com
73
SARVER VROOMAN WEALTH ADVISORS LLC — 's provisional registration is now fully approved. IAPD ↗
$427.2M RAUM · 5 reps · 816-601-1150 · svwealthadvisors.com
73
SINDIA CAPITAL ADVISERS, LLC — 's provisional registration is now fully approved. IAPD ↗
$419.1M RAUM · 1 reps · 484-908-9118
73
JW NOVA WEALTH PARTNERS — 's provisional registration is now fully approved. IAPD ↗
$307.9M RAUM · 3 reps · 267-753-7067
73
AERIE ADVISORY GROUP LLC — 's provisional registration is now fully approved. IAPD ↗
$481.8M RAUM · 2 reps · (253) 209-7425
73
ELEVATED FINANCIAL GROUP — 's provisional registration is now fully approved. IAPD ↗
$399.3M RAUM · 4 reps · 317-533-7721 · elevatedfg.com
72
DOMINION PORTFOLIO MANAGEMENT, INC. — reported RAUM up 71% ($153.0M -> $261.3M). IAPD ↗
$261.3M RAUM · 20 reps · 813-264-0440
72
MWA FINANCIAL SERVICES, INC. — reported RAUM up 74% ($216.1M -> $376.9M). IAPD ↗
$376.9M RAUM · 134 reps · 309-558-3100
72
ARGOS CAPITAL PARTNERS, LLC — reported RAUM up 62% ($1.63B -> $2.64B). IAPD ↗
$2.64B RAUM · 13 reps · 314-898-9893 · argoscapitalpartners.com
72
DAVIES FINANCIAL ADVISORS, INC. — reported RAUM up 74% ($165.3M -> $288.2M). IAPD ↗
$288.2M RAUM · 7 reps · 951-677-3960 · ajdavies.net
72
COASTAL BRIDGE ADVISORS — reported RAUM up 63% ($2.81B -> $4.60B). IAPD ↗
$4.60B RAUM · 22 reps · 203-683-1530
72
PROSPERITY CAPITAL ADVISORS — reported RAUM up 64% ($2.25B -> $3.68B). IAPD ↗
$3.68B RAUM · 102 reps · 888-240-0064
72
ALPHASTAR CAPITAL MANAGEMENT — reported RAUM up 61% ($1.15B -> $1.84B). IAPD ↗
$1.84B RAUM · 109 reps · 855-340-2514 · alphastarcm.com
72
NEW HOLLAND CAPITAL, LLC — reported RAUM up 61% ($10.85B -> $17.49B). IAPD ↗
$17.49B RAUM · 24 reps · 212-600-9200
72
PHILLIPS AND COMPANY ADVISORS LLC — reported RAUM up 61% ($1.41B -> $2.28B). IAPD ↗
$2.28B RAUM · 14 reps · 503-224-0858
72
WILLIAM JOSEPH CAPITAL MANAGEMENT, INC. — reported RAUM up 72% ($270.2M -> $465.1M). IAPD ↗
$465.1M RAUM · 26 reps · 860.973.3214
72
CORNERSTONE WEALTH — reported RAUM up 63% ($1.29B -> $2.11B). IAPD ↗
$2.11B RAUM · 50 reps · 704-987-3410
72
FORTRESS PRIVATE LEDGER, LLC — reported RAUM up 72% ($200.7M -> $346.1M). IAPD ↗
$346.1M RAUM · 15 reps · 919-322-2761 · myept.com
72
FIDELITY INSTITUTIONAL WEALTH ADVISER LLC — reported RAUM up 65% ($3.93B -> $6.47B). IAPD ↗
$6.47B RAUM · 93 reps · 617-563-7000 · clearingcustody.fidelity.com
72
ELYXIUM WEALTH LLC — reported RAUM up 74% ($260.4M -> $452.7M). IAPD ↗
$452.7M RAUM · 4 reps · (310) 221-8349*224 · elyxwealth.com
71
BLACKHILL CAPITAL, INC — reported RAUM up 55% ($1.29B -> $2.00B). IAPD ↗
$2.00B RAUM · 2 reps · 973-984-7014 · blackhillcapital.com
71
CETERA INVESTMENT ADVISERS LLC — reported RAUM up 57% ($104.47B -> $163.79B). IAPD ↗
$163.79B RAUM · 6825 reps · 310-257-7880 · ceteraholdings.com
71
FIRST AFFIRMATIVE FINANCIAL NETWORK LLC — reported RAUM up 70% ($563.8M -> $956.1M). IAPD ↗
$956.1M RAUM · 14 reps · 719-478-7036
71
EP WEALTH ADVISORS — reported RAUM up 59% ($22.32B -> $35.57B). IAPD ↗
$35.57B RAUM · 214 reps · 310-543-4559
71
MERCER INVESTMENTS LLC — reported RAUM up 56% ($129.79B -> $202.62B). IAPD ↗
$202.62B RAUM · 710 reps · 617-747-9500
71
FOCUSED WEALTH MANAGEMENT, INC. — reported RAUM up 60% ($1.18B -> $1.89B). IAPD ↗
$1.89B RAUM · 13 reps · 845-691-4035
71
CREWE ADVISORS — reported RAUM up 55% ($1.62B -> $2.51B). IAPD ↗
$2.51B RAUM · 16 reps · 385-355-2700 · crewe.com
71
THE FIDUCIARY ALLIANCE — reported RAUM up 57% ($1.23B -> $1.92B). IAPD ↗
$1.92B RAUM · 38 reps · 864-385-7999
71
55IP — reported RAUM up 60% ($17.48B -> $27.92B). IAPD ↗
$27.92B RAUM · 75 reps · 617-960-9559 · 55-ip.com
71
NAPATREE CAPITAL LLC — reported RAUM up 66% ($156.8M -> $260.0M). IAPD ↗
$260.0M RAUM · 4 reps · (401) 868-1115
71
BOSTON FAMILY ADVISORS LLC — reported RAUM up 68% ($169.2M -> $284.9M). IAPD ↗
$284.9M RAUM · 6 reps · (617) 963-0904
71
EAGLEBROOK ADVISORS — reported RAUM up 66% ($211.1M -> $350.2M). IAPD ↗
$350.2M RAUM · 4 reps · 786-807-7374
71
JVP MANAGEMENT — reported RAUM up 57% ($2.79B -> $4.38B). IAPD ↗
$4.38B RAUM · 10 reps · 214-392-5737
71
CONCURRENT INVESTMENT ADVISORS, LLC — reported RAUM up 58% ($6.26B -> $9.90B). IAPD ↗
$9.90B RAUM · 137 reps · 813-709-8800 · brickhousews.com
71
NDURE GLOBAL LLC — reported RAUM up 67% ($183.2M -> $305.6M). IAPD ↗
$305.6M RAUM · 1 reps · 917-536-7703
71
ORG WEALTH PARTNERS — reported RAUM up 68% ($247.9M -> $415.8M). IAPD ↗
$415.8M RAUM · 5 reps · 214-440-3909 · abmeyerwealth.com
70
LESKO SECURITIES, INC. — crossed $500M in regulatory AUM ($474.0M -> $597.1M). IAPD ↗
$597.1M RAUM · 12 reps · 607-724-2421
70
CHAPIN DAVIS ASSET MANAGEMENT — crossed $500M in regulatory AUM ($417.4M -> $539.1M). IAPD ↗
$539.1M RAUM · 23 reps · 410-435-3200
70
ANDREW GARRETT, INC. — crossed $500M in regulatory AUM ($470.1M -> $663.0M). IAPD ↗
$663.0M RAUM · 10 reps · 212-682-8833 · princetonfinancialpartners.com
70
BNA WEALTH — crossed $500M in regulatory AUM ($374.6M -> $504.0M). IAPD ↗
$504.0M RAUM · 6 reps · 803-324-7100 · bnacpa.com
70
GAGNON SECURITIES, LLC — crossed $500M in regulatory AUM ($438.0M -> $545.3M). IAPD ↗
$545.3M RAUM · 10 reps · 212-554-5000
70
THE JUNK INVESTMENT GROUP — crossed $500M in regulatory AUM ($419.3M -> $526.5M). IAPD ↗
$526.5M RAUM · 2 reps · 410-584-8100 · junkinv.com
70
KIRR, MARBACH & COMPANY, LLC — crossed $500M in regulatory AUM ($434.6M -> $513.4M). IAPD ↗
$513.4M RAUM · 7 reps · 812-376-9444
70
PLANNED SOLUTIONS, INC. — crossed $500M in regulatory AUM ($468.2M -> $540.0M). IAPD ↗
$540.0M RAUM · 5 reps · 916-361-0100 · plannedsolutions.com
70
WEALTH PLANNING CORP — crossed $500M in regulatory AUM ($454.9M -> $518.2M). IAPD ↗
$518.2M RAUM · 7 reps · 513-733-1750 · wealthp.com
70
INDEPENDENT INVESTORS INC — crossed $500M in regulatory AUM ($476.4M -> $541.2M). IAPD ↗
$541.2M RAUM · 2 reps · 631-979-2142
70
KERSHNER, GROSSO & CO. — crossed $500M in regulatory AUM ($437.0M -> $524.7M). IAPD ↗
$524.7M RAUM · 4 reps · 518-584-2600 · kershnergrosso.com
70
AUGUSTINE ASSET MANAGEMENT INC — crossed $500M in regulatory AUM ($477.0M -> $660.2M). IAPD ↗
$660.2M RAUM · 5 reps · 904-396-6944
70
MONTROSE ADVISORS INC — crossed $500M in regulatory AUM ($413.1M -> $647.5M). IAPD ↗
$647.5M RAUM · 3 reps · 212-888-4747 · montroseadvisors.com
70
FAIRFIELD, BUSH & CO. — crossed $500M in regulatory AUM ($448.9M -> $521.1M). IAPD ↗
$521.1M RAUM · 3 reps · 203-777-5900 · fairfieldbush.com
70
ATLAS CAPITAL MANAGEMENT CORP — crossed $500M in regulatory AUM ($460.9M -> $562.6M). IAPD ↗
$562.6M RAUM · 4 reps · 260-637-2857 · atlascapitalmanagement.com
70
HARVEY CAPITAL MANAGEMENT INC — crossed $500M in regulatory AUM ($425.8M -> $523.3M). IAPD ↗
$523.3M RAUM · 3 reps · 561-804-9181 · harveycapital.com
70
BEARD INVESTMENT SERVICES, INC. — crossed $500M in regulatory AUM ($455.5M -> $859.7M). IAPD ↗
$859.7M RAUM · 5 reps · 330-758-0575 · beardpension.com
70
HEMSLEY ADVISORS, LTD. — crossed $500M in regulatory AUM ($478.8M -> $541.0M). IAPD ↗
$541.0M RAUM · 4 reps · 847-381-7314 · hemsleyadvisors.com
70
WHITENER CAPITAL MANAGEMENT, INC — crossed $500M in regulatory AUM ($409.2M -> $506.1M). IAPD ↗
$506.1M RAUM · 5 reps · 252-972-8909
70
HAMEL ASSOCIATES,INC. — crossed $500M in regulatory AUM ($489.3M -> $514.6M). IAPD ↗
$514.6M RAUM · 5 reps · 973-665-1400 · hamelassociatesinc.com
70
BLUE BARN WEALTH — crossed $500M in regulatory AUM ($431.4M -> $521.4M). IAPD ↗
$521.4M RAUM · 9 reps · (801) 466-4101
70
SHIKIAR ASSET MANAGEMENT INC — crossed $500M in regulatory AUM ($477.0M -> $532.0M). IAPD ↗
$532.0M RAUM · 4 reps · 212-888-6565 · shikiar.com
70
BLUE OCEAN CAPITAL — crossed $500M in regulatory AUM ($498.1M -> $517.3M). IAPD ↗
$517.3M RAUM · 5 reps · 561-659-3301 · blueoceancpa.com
70
LAFFER TENGLER INVESTMENTS, INC. — crossed $500M in regulatory AUM ($462.6M -> $622.0M). IAPD ↗
$622.0M RAUM · 12 reps · 800-838-3468 · laffertengler.com
70
LOMBARD ADVISERS INCORPORATED — crossed $500M in regulatory AUM ($366.4M -> $567.4M). IAPD ↗
$567.4M RAUM · 31 reps · 410-342-1300 · golombard.com
70
BRAVE FAMILY ADVISORS — crossed $500M in regulatory AUM ($491.3M -> $542.8M). IAPD ↗
$542.8M RAUM · 5 reps · 908-522-8822
70
COVENANT ASSET MANAGEMENT, LLC — crossed $500M in regulatory AUM ($494.4M -> $624.3M). IAPD ↗
$624.3M RAUM · 8 reps · 908-879-4090
70
SEABRIDGE INVESTMENT ADVISORS LLC — crossed $500M in regulatory AUM ($434.4M -> $610.4M). IAPD ↗
$610.4M RAUM · 10 reps · 908-273-5085 · seabridge.com
70
MCGOWAN & CO LLP — crossed $500M in regulatory AUM ($485.0M -> $575.4M). IAPD ↗
$575.4M RAUM · 3 reps · 610-520-2400 · mcgowanco.com
70
SUMMIT FINANCIAL — crossed $500M in regulatory AUM ($499.4M -> $519.0M). IAPD ↗
$519.0M RAUM · 2 reps · 650-357-9410 · summit-advisors.com
70
DUMONT & BLAKE INVESTMENT ADVISORS LLC — crossed $500M in regulatory AUM ($490.0M -> $540.8M). IAPD ↗
$540.8M RAUM · 4 reps · 609-514-1899
70
SHAYNE & JACOBS, LLC — crossed $500M in regulatory AUM ($483.0M -> $561.9M). IAPD ↗
$561.9M RAUM · 4 reps · 615/250-1600 · shayneandjacobs.com
70
RTW FINANCIAL ADVISORS INC — crossed $500M in regulatory AUM ($472.0M -> $508.5M). IAPD ↗
$508.5M RAUM · 3 reps · 972-960-1212
70
WINCH FINANCIAL — crossed $500M in regulatory AUM ($420.2M -> $510.7M). IAPD ↗
$510.7M RAUM · 15 reps · 920-739-8577 · winchfinancial.com
70
BAYSHORE CAPITAL — crossed $500M in regulatory AUM ($454.2M -> $740.8M). IAPD ↗
$740.8M RAUM · 9 reps · (813) 221-3400 · bayshorecap.com
70
AB CUSTOM ALTERNATIVE SOLUTIONS LLC — crossed $500M in regulatory AUM ($484.0M -> $746.0M). IAPD ↗
$746.0M RAUM · 1 reps · 615-622-0000 · asturiascapitalllc.com
70
LEGACY CAPITAL GROUP CALIFORNIA, INC. — crossed $500M in regulatory AUM ($444.0M -> $608.4M). IAPD ↗
$608.4M RAUM · 4 reps · 408-399-6330
70
ASSET PLANNING, INC — crossed $500M in regulatory AUM ($446.5M -> $506.0M). IAPD ↗
$506.0M RAUM · 6 reps · 714-827-5794 · assetplanninginc.com
70
IMC ADVISORS, LLC — crossed $500M in regulatory AUM ($448.2M -> $509.6M). IAPD ↗
$509.6M RAUM · 3 reps · 812-376-3331 · imcadvisors.com
70
SHAKESPEARE WEALTH MANAGEMENT, LLC — crossed $500M in regulatory AUM ($440.2M -> $512.5M). IAPD ↗
$512.5M RAUM · 4 reps · 262-814-1600 · shakespeareinvestments.com
70
WOOSTER CORTHELL WEALTH MANAGEMENT, INC. — crossed $500M in regulatory AUM ($453.1M -> $501.2M). IAPD ↗
$501.2M RAUM · 3 reps · 860-430-9766
70
MIDWEST PROFESSIONAL PLANNERS, LTD. — crossed $500M in regulatory AUM ($431.8M -> $554.3M). IAPD ↗
$554.3M RAUM · 14 reps · 715-848-3474
70
HUNTLEIGH ADVISORS, INC. — crossed $500M in regulatory AUM ($445.4M -> $626.5M). IAPD ↗
$626.5M RAUM · 55 reps · 314-236-2400 · huntleighadvisors.com
70
WJ INTERESTS, LLC — crossed $500M in regulatory AUM ($483.8M -> $553.0M). IAPD ↗
$553.0M RAUM · 5 reps · 281-634-9400
70
PINION WEALTH MANAGEMENT, LLC — crossed $500M in regulatory AUM ($493.9M -> $649.0M). IAPD ↗
$649.0M RAUM · 7 reps · 316-682-8344
70
CORUS FAMILY WEALTH ADVISORS, INC. — crossed $500M in regulatory AUM ($403.5M -> $541.2M). IAPD ↗
$541.2M RAUM · 6 reps · 972-422-1010
70
MCELHENNY SHEFFIELD CAPITAL MANAGEMENT, LLC — crossed $500M in regulatory AUM ($419.4M -> $508.7M). IAPD ↗
$508.7M RAUM · 7 reps · 214-922-9200 · mscmfunds.com
70
MADRONA FINANCIAL & CPAS — crossed $500M in regulatory AUM ($393.0M -> $505.7M). IAPD ↗
$505.7M RAUM · 12 reps · 425-212-3777
70
PLAN GROUP FINANCIAL, INC. — crossed $500M in regulatory AUM ($346.9M -> $541.4M). IAPD ↗
$541.4M RAUM · 14 reps · 405-848-1099 · plangroup.com
70
FINANCIAL SECURITY MANAGEMENT, INC — crossed $500M in regulatory AUM ($439.4M -> $556.0M). IAPD ↗
$556.0M RAUM · 5 reps · 303-988-1411 · fsm-inc.com
70
BOONE WEALTH ADVISORS, LLC — crossed $500M in regulatory AUM ($232.6M -> $639.4M). IAPD ↗
$639.4M RAUM · 4 reps · 425-462-6406
70
ALEXANDER LABRUNERIE & CO., INC. — crossed $500M in regulatory AUM ($426.7M -> $525.1M). IAPD ↗
$525.1M RAUM · 5 reps · 573-449-5313 · labrunerie.com
70
AFFINITY INVESTMENT GROUP, LLC — crossed $500M in regulatory AUM ($444.9M -> $515.3M). IAPD ↗
$515.3M RAUM · 4 reps · 603-778-6436 · affinityinvestmentgroup.com
70
SNIDER FINANCIAL GROUP — crossed $500M in regulatory AUM ($315.8M -> $500.7M). IAPD ↗
$500.7M RAUM · 9 reps · 425-453-7080
70
SHANKERVALLEAU WEALTH ADVISORS, INC. — crossed $500M in regulatory AUM ($495.7M -> $549.9M). IAPD ↗
$549.9M RAUM · 6 reps · 847-475-2900 · shankervalleau.com
70
BERKELEY, INC — crossed $500M in regulatory AUM ($327.4M -> $595.9M). IAPD ↗
$595.9M RAUM · 3 reps · 208-853-6980 · berkeleyinc.com
70
COLLEGIATE CAPITAL MANAGEMENT, INC. — crossed $500M in regulatory AUM ($498.6M -> $582.3M). IAPD ↗
$582.3M RAUM · 4 reps · 919-838-0101
70
DIVERSIFIED FINANCIAL ADVISORS, LLC — crossed $500M in regulatory AUM ($451.2M -> $512.2M). IAPD ↗
$512.2M RAUM · 3 reps · 800-307-0376 · diversifiedfa.com
70
BMB ADVISERS LLC — crossed $500M in regulatory AUM ($457.1M -> $523.1M). IAPD ↗
$523.1M RAUM · 3 reps · 310-734-1234
70
PHOENIX WEALTH ADVISORS INC. — crossed $500M in regulatory AUM ($488.4M -> $551.0M). IAPD ↗
$551.0M RAUM · 7 reps · 919-929-4448 · pfinx.com
70
CONSOLIDATED FINANCIAL — crossed $500M in regulatory AUM ($441.2M -> $516.0M). IAPD ↗
$516.0M RAUM · 5 reps · 614-932-0000 · investconsolidated.com
70
RESOURCE FINANCIAL GROUP, LTD. — crossed $500M in regulatory AUM ($464.1M -> $542.6M). IAPD ↗
$542.6M RAUM · 2 reps · 847-256-7495 · rfgltd.com
70
PREMIER WEALTH ADVISORS, LLC — crossed $500M in regulatory AUM ($431.8M -> $523.1M). IAPD ↗
$523.1M RAUM · 6 reps · 212-752-4343
70
QUANTUM FINANCIAL SERVICES INC. — crossed $500M in regulatory AUM ($486.4M -> $590.8M). IAPD ↗
$590.8M RAUM · 2 reps · 317-845-1786 · quantumfinancialinc.com
70
FMB WEALTH MANAGEMENT — crossed $500M in regulatory AUM ($451.7M -> $507.8M). IAPD ↗
$507.8M RAUM · 5 reps · 805-446-4494
70
ALPHA FINANCIAL ADVISORS, LLC — crossed $500M in regulatory AUM ($444.1M -> $503.1M). IAPD ↗
$503.1M RAUM · 8 reps · 704-716-1100 · alphafa.com
70
WISE PLANNING, INC. — crossed $500M in regulatory AUM ($465.2M -> $529.4M). IAPD ↗
$529.4M RAUM · 6 reps · 847-834-9473 · wiseplanning.com
70
ELEVATION WEALTH PARTNERS, LLC — crossed $500M in regulatory AUM ($485.1M -> $582.1M). IAPD ↗
$582.1M RAUM · 8 reps · 707-524-6131 · elevationwp.com
70
GEM ASSET MANAGEMENT, LLC — crossed $500M in regulatory AUM ($461.0M -> $530.4M). IAPD ↗
$530.4M RAUM · 6 reps · 734-737-9108
70
PALISADE INVESTMENTS, LLC — crossed $500M in regulatory AUM ($464.6M -> $513.0M). IAPD ↗
$513.0M RAUM · 5 reps · 775-299-4600 · palisadeinvestments.com
70
CORNERSTONE WEALTH ADVISORS, INC. — crossed $500M in regulatory AUM ($445.4M -> $527.8M). IAPD ↗
$527.8M RAUM · 5 reps · (952) 920-3900 · cornerstonewealthadvisors.com
70
CREEKSIDE PARTNERS — crossed $500M in regulatory AUM ($466.5M -> $505.3M). IAPD ↗
$505.3M RAUM · 2 reps · 707-769-7820 · creeksidepartners.com
70
HIGHLAND FINANCIAL ADVISORS, LLC — crossed $500M in regulatory AUM ($430.4M -> $503.8M). IAPD ↗
$503.8M RAUM · 9 reps · 973-557-2933
70
HENNION & WALSH ASSET MANAGEMENT, INC. — crossed $500M in regulatory AUM ($472.7M -> $590.1M). IAPD ↗
$590.1M RAUM · 11 reps · 973-299-8989 · hennionandwalsh.com
70
WESTOVER CAPITAL ADVISORS, LLC — crossed $500M in regulatory AUM ($401.2M -> $568.6M). IAPD ↗
$568.6M RAUM · 5 reps · 302-427-9600 · westovercapital.com
70
PRESTIGE WEALTH MANAGEMENT GROUP, LLC — crossed $500M in regulatory AUM ($498.5M -> $599.4M). IAPD ↗
$599.4M RAUM · 4 reps · 908-782-0001
70
GRADIENT WEALTH MANAGEMENT — crossed $500M in regulatory AUM ($475.2M -> $591.1M). IAPD ↗
$591.1M RAUM · 62 reps · 866-991-1539 · gradientsecurities.com
70
WEST OAK CAPITAL, LLC — crossed $500M in regulatory AUM ($439.9M -> $525.6M). IAPD ↗
$525.6M RAUM · 4 reps · 208-722-2280 · westoakcap.com
70
NVEST FINANCIAL, LLC — crossed $500M in regulatory AUM ($379.8M -> $523.4M). IAPD ↗
$523.4M RAUM · 7 reps · 207-985-8585
70
RICHARDSON CAPITAL MANAGEMENT, LLC — crossed $500M in regulatory AUM ($445.5M -> $526.5M). IAPD ↗
$526.5M RAUM · 7 reps · 262-255-4100 · richardson-financial.com
70
REGENCY WEALTH MANAGEMENT — crossed $500M in regulatory AUM ($484.6M -> $538.3M). IAPD ↗
$538.3M RAUM · 5 reps · 201-447-5850
70
AMICUS FINANCIAL ADVISORS, LLC — crossed $500M in regulatory AUM ($438.8M -> $511.2M). IAPD ↗
$511.2M RAUM · 20 reps · 806-698-1122
70
MERIDIAN INVESTMENT COUNSEL, INC. — crossed $500M in regulatory AUM ($486.8M -> $539.4M). IAPD ↗
$539.4M RAUM · 4 reps · 510-493-7650
70
FLAGSHIP WEALTH ADVISORS, LLC. — crossed $500M in regulatory AUM ($421.3M -> $607.5M). IAPD ↗
$607.5M RAUM · 4 reps · 800-631-9997 · flagshipwealthadvisors.com
70
WESTWOOD WEALTH MANAGEMENT — crossed $500M in regulatory AUM ($433.3M -> $638.2M). IAPD ↗
$638.2M RAUM · 23 reps · 2147566900
70
PROSTATIS FINANCIAL ADVISORS GROUP — crossed $500M in regulatory AUM ($405.0M -> $508.9M). IAPD ↗
$508.9M RAUM · 18 reps · 410-863-1040
70
GARDEN STATE INVESTMENT ADVISORY SERVICES, LLC — crossed $500M in regulatory AUM ($445.6M -> $561.5M). IAPD ↗
$561.5M RAUM · 32 reps · 732-280-6886 · gardenstatesecurities.com
70
TRINITY FINANCIAL ADVISORS LLC — crossed $500M in regulatory AUM ($487.3M -> $580.4M). IAPD ↗
$580.4M RAUM · 5 reps · 614-848-7667 · tfadvisors.com
70
ATLAS BROWN — crossed $500M in regulatory AUM ($455.2M -> $567.5M). IAPD ↗
$567.5M RAUM · 6 reps · 502-271-2900
70
NESTEGGS, INC. — crossed $500M in regulatory AUM ($484.2M -> $724.7M). IAPD ↗
$724.7M RAUM · 8 reps · 904-348-3131 · nesteggs401k.com
70
BROGAN FINANCIAL — crossed $500M in regulatory AUM ($444.2M -> $533.3M). IAPD ↗
$533.3M RAUM · 4 reps · (865) 862-6800 · broganfinancial.com
70
SG CAPITAL MANAGEMENT LLC — crossed $500M in regulatory AUM ($436.3M -> $957.4M). IAPD ↗
$957.4M RAUM · 7 reps · 312-923-0150
70
LIGHTHOUSE FINANCIAL — crossed $500M in regulatory AUM ($490.2M -> $604.6M). IAPD ↗
$604.6M RAUM · 1 reps · 727-490-5797
70
TORTUGA ADVISERS LLC — crossed $500M in regulatory AUM ($481.6M -> $527.0M). IAPD ↗
$527.0M RAUM · 1 reps · 626-683-2200
70
REDMOND ASSET MANAGEMENT, LLC — crossed $500M in regulatory AUM ($378.5M -> $557.2M). IAPD ↗
$557.2M RAUM · 2 reps · 804-288-6080 · redmondassetmanagement.com
70
FREEDOM DAY SOLUTIONS, LLC — crossed $500M in regulatory AUM ($422.9M -> $569.0M). IAPD ↗
$569.0M RAUM · 6 reps · 713-784-3878
70
JACOBSON & SCHMITT ADVISORS, LLC — crossed $500M in regulatory AUM ($461.2M -> $590.0M). IAPD ↗
$590.0M RAUM · 12 reps · (608) 662-7500
70
OAK FAMILY ADVISORS, LLC — crossed $500M in regulatory AUM ($495.8M -> $534.0M). IAPD ↗
$534.0M RAUM · 5 reps · 312-373-7221 · ofallc.com
70
TOTAL CLARITY WEALTH MANAGEMENT, INC — crossed $500M in regulatory AUM ($458.0M -> $607.9M). IAPD ↗
$607.9M RAUM · 20 reps · 630-762-9352 · totalclaritybusiness.com
70
HUBER CAPITAL MANAGEMENT LLC — crossed $500M in regulatory AUM ($426.1M -> $541.5M). IAPD ↗
$541.5M RAUM · 6 reps · 310-207-8400
70
STEWART WEALTH MANAGEMENT, INC. — crossed $500M in regulatory AUM ($438.1M -> $501.2M). IAPD ↗
$501.2M RAUM · 3 reps · 415-499-1544 · stewartwealthmgt.com
70
FAMILY OFFICE RESEARCH, LLC — crossed $500M in regulatory AUM ($479.0M -> $580.9M). IAPD ↗
$580.9M RAUM · 3 reps · 301-684-1765 · familyofficeresearch.com
70
REAP FINANCIAL GROUP, LLC — crossed $500M in regulatory AUM ($443.5M -> $510.2M). IAPD ↗
$510.2M RAUM · 7 reps · 512-249-7300 · taxfreedomsummit.com
70
WEA FINANCIAL ADVISORS, INC. — crossed $500M in regulatory AUM ($472.4M -> $554.3M). IAPD ↗
$554.3M RAUM · 3 reps · 800-279-4030
70
HELMSTAR WEALTH MANAGEMENT — crossed $500M in regulatory AUM ($454.8M -> $586.9M). IAPD ↗
$586.9M RAUM · 10 reps · 208-429-0800
70
CORNELL POCHILY INVESTMENT ADVISORS, INC. — crossed $500M in regulatory AUM ($492.2M -> $570.3M). IAPD ↗
$570.3M RAUM · 5 reps · 607-391-7080 · cornellpochily.com
70
MELIA WEALTH LLC — crossed $500M in regulatory AUM ($455.7M -> $509.5M). IAPD ↗
$509.5M RAUM · 4 reps · 918-794-9290
70
HARVEST FINANCIAL ADVISORS, LLC — crossed $500M in regulatory AUM ($468.5M -> $582.6M). IAPD ↗
$582.6M RAUM · 5 reps · 513-779-3030 · harvest-advisor.com
70
PORTFOLIO MEDICS, LLC — crossed $500M in regulatory AUM ($499.6M -> $552.7M). IAPD ↗
$552.7M RAUM · 75 reps · (239) 444-1766 · portfoliomedics.com
70
EMPIRE FINANCIAL MANAGEMENT COMPANY, LLC — crossed $500M in regulatory AUM ($484.8M -> $519.6M). IAPD ↗
$519.6M RAUM · 10 reps · 212-417-8247 · empiream.com
70
SAFEGUARD INVESTMENT ADVISORY GROUP, LLC — crossed $500M in regulatory AUM ($454.6M -> $603.5M). IAPD ↗
$603.5M RAUM · 10 reps · 877-213-7233 · safeguardinvestment.com
70
QUATTRO ADVISORS L.L.C. — crossed $500M in regulatory AUM ($468.4M -> $516.3M). IAPD ↗
$516.3M RAUM · 5 reps · (412) 586-5406 · quattro-advisors.com
70
RDA FINANCIAL NETWORK — crossed $500M in regulatory AUM ($493.7M -> $578.7M). IAPD ↗
$578.7M RAUM · 18 reps · 888-300-4975
70
HT PARTNERS LLC — crossed $500M in regulatory AUM ($485.5M -> $503.4M). IAPD ↗
$503.4M RAUM · 5 reps · 860-662-4197 · htpartnersfamilywealth.com
70
THE RETIREMENT SOLUTION LLC — crossed $500M in regulatory AUM ($475.3M -> $573.3M). IAPD ↗
$573.3M RAUM · 15 reps · 425-558-3700
70
BOLTHOUSE INVESTMENT MANAGEMENT SERVICES — crossed $500M in regulatory AUM ($422.9M -> $544.8M). IAPD ↗
$544.8M RAUM · 5 reps · 661-326-6357
70
MERITAS WEALTH MANAGEMENT, LLC — crossed $500M in regulatory AUM ($483.8M -> $533.8M). IAPD ↗
$533.8M RAUM · 5 reps · 415-300-4560
70
CENTRAL TRUST BANK — crossed $500M in regulatory AUM ($489.5M -> $508.6M). IAPD ↗
$508.6M RAUM · 3 reps · 573-634-1105
70
ADAMS ASHBY FINANCIAL ADVISORS — crossed $500M in regulatory AUM ($442.5M -> $737.1M). IAPD ↗
$737.1M RAUM · 2 reps · 916-333-5989 · adamsashby.com
70
BLUECHIP WEALTH ADVISORS LLC — crossed $500M in regulatory AUM ($485.1M -> $637.0M). IAPD ↗
$637.0M RAUM · 6 reps · 770-771-5812
70
PAULSON WEALTH MANAGEMENT INC. — crossed $500M in regulatory AUM ($489.4M -> $503.8M). IAPD ↗
$503.8M RAUM · 5 reps · 630-517-2950
70
HOEY INVESTMENTS, INC. — crossed $500M in regulatory AUM ($427.5M -> $635.5M). IAPD ↗
$635.5M RAUM · 4 reps · 610-738-4280
70
BECK CAPITAL MANAGEMENT LLC — crossed $500M in regulatory AUM ($384.6M -> $504.9M). IAPD ↗
$504.9M RAUM · 6 reps · 512-345-6789
70
OLD PEAK FINANCE — crossed $500M in regulatory AUM ($471.9M -> $575.2M). IAPD ↗
$575.2M RAUM · 7 reps · 919 459 8181
70
RILEY FRIEDMAN ASSET MANAGEMENT — crossed $500M in regulatory AUM ($453.3M -> $504.9M). IAPD ↗
$504.9M RAUM · 2 reps · 650-988-1088 · rfasset.com
70
COMPASS FINANCIAL MANAGEMENT LLC — crossed $500M in regulatory AUM ($409.4M -> $519.0M). IAPD ↗
$519.0M RAUM · 27 reps · 813-831-5168 · compassfmllc.com
70
UNITED CAPITAL MANAGEMENT OF KANSAS, INC. — crossed $500M in regulatory AUM ($459.8M -> $669.7M). IAPD ↗
$669.7M RAUM · 18 reps · 785-823-7900 · ucmofkansas.com
70
CLARITY WEALTH ADVISORS — crossed $500M in regulatory AUM ($478.9M -> $601.2M). IAPD ↗
$601.2M RAUM · 2 reps · 408-560-3220 · claritywealthadvisors.com
70
TLWM FINANCIAL — crossed $500M in regulatory AUM ($484.9M -> $577.3M). IAPD ↗
$577.3M RAUM · 10 reps · 1-877-348-8822 · tlwmadvisor.com
70
STONEMARK WEALTH MANAGEMENT — crossed $500M in regulatory AUM ($427.1M -> $516.3M). IAPD ↗
$516.3M RAUM · 5 reps · 626-304-9888 · stonemarkwealth.com
70
RPG FAMILY WEALTH ADVISORY, LLC — crossed $500M in regulatory AUM ($492.3M -> $590.3M). IAPD ↗
$590.3M RAUM · 13 reps · (888) 285-8600
70
PARK CAPITAL MANAGEMENT, LLC — crossed $500M in regulatory AUM ($377.1M -> $732.8M). IAPD ↗
$732.8M RAUM · 5 reps · 608-440-8608
70
HARVEST INVESTMENT SERVICES, LLC — crossed $500M in regulatory AUM ($281.7M -> $534.2M). IAPD ↗
$534.2M RAUM · 23 reps · (630) 613-9230
70
NEW LEGACY GROUP, LLC — crossed $500M in regulatory AUM ($444.6M -> $707.9M). IAPD ↗
$707.9M RAUM · 9 reps · 212-616-8020
70
QUANTUM CAPITAL ADVISORS, LLC — crossed $500M in regulatory AUM ($193.9M -> $935.2M). IAPD ↗
$935.2M RAUM · 4 reps · 609 677-4949
70
FORTIS ADVISORS, LLC — crossed $500M in regulatory AUM ($470.8M -> $508.4M). IAPD ↗
$508.4M RAUM · 4 reps · 610-313-0910
70
HIGHMARK WEALTH MANAGEMENT LLC — crossed $500M in regulatory AUM ($483.7M -> $522.8M). IAPD ↗
$522.8M RAUM · 4 reps · 651-829-3300
70
IRON HORSE WEALTH MANAGEMENT, LLC — crossed $500M in regulatory AUM ($426.3M -> $532.8M). IAPD ↗
$532.8M RAUM · 6 reps · 515-779-6250 · ironhorsewm.com
70
OAK GROVE CAPITAL, LLC — crossed $500M in regulatory AUM ($340.9M -> $616.2M). IAPD ↗
$616.2M RAUM · 2 reps · 412-515-8899
70
SILVERLAKE WEALTH MANAGEMENT LLC — crossed $500M in regulatory AUM ($485.7M -> $572.7M). IAPD ↗
$572.7M RAUM · 9 reps · (802) 857-5083
70
FIRST ADVISORS NATIONAL, LLC — crossed $500M in regulatory AUM ($448.3M -> $501.1M). IAPD ↗
$501.1M RAUM · 56 reps · 1-855-326-7427 · danlamb.us
70
AFFINITY CAPITAL ADVISORS LLC — crossed $500M in regulatory AUM ($480.1M -> $636.1M). IAPD ↗
$636.1M RAUM · 4 reps · 510-984-0261 · affinitycapital.com
70
X-SQUARE CAPITAL — crossed $500M in regulatory AUM ($423.6M -> $623.9M). IAPD ↗
$623.9M RAUM · 7 reps · 787-282-1621 · xsquarecapital.com
70
WEALTH PRESERVATION ADVISORS, LLC — crossed $500M in regulatory AUM ($479.7M -> $536.1M). IAPD ↗
$536.1M RAUM · 2 reps · 423-486-9400
70
360 FINANCIAL — crossed $500M in regulatory AUM ($475.4M -> $567.6M). IAPD ↗
$567.6M RAUM · 5 reps · 952-542-8900
70
LOGICA CAPITAL ADVISERS, LLC — crossed $500M in regulatory AUM ($319.8M -> $522.6M). IAPD ↗
$522.6M RAUM · 4 reps · 424-652-9500
70
CRESTA ADVISORS — crossed $500M in regulatory AUM ($418.0M -> $533.1M). IAPD ↗
$533.1M RAUM · 7 reps · 956-267-8130
70
BROPHY WEALTH MANAGEMENT, LLC — crossed $500M in regulatory AUM ($407.3M -> $512.6M). IAPD ↗
$512.6M RAUM · 2 reps · (603) 668-2303 · brophywealth.com
70
MYSTIC ASSET MANAGEMENT — crossed $500M in regulatory AUM ($333.7M -> $529.3M). IAPD ↗
$529.3M RAUM · 2 reps · 866-206-5272 · mysticassetmanagement.com
70
VIZCAYA CAPITAL, LLC — crossed $500M in regulatory AUM ($426.7M -> $529.8M). IAPD ↗
$529.8M RAUM · 5 reps · 305-602-5725 · vizcayacapital.com
70
SEQUOIA WEALTH MANAGEMENT, LLC — crossed $500M in regulatory AUM ($457.2M -> $514.3M). IAPD ↗
$514.3M RAUM · 16 reps · 847-310-5900 · cpmfinancialservices.com
70
ARIADNE WEALTH MANAGEMENT, LP — crossed $500M in regulatory AUM ($445.9M -> $539.3M). IAPD ↗
$539.3M RAUM · 6 reps · 805-456-4920 · ariadnewealth.com
70
WEALTH MANAGEMENT ADVISORS, LLC — crossed $500M in regulatory AUM ($465.3M -> $562.7M). IAPD ↗
$562.7M RAUM · 5 reps · 864-236-4706 · wagnerwealthmanagement.com
70
MFA WEALTH ADVISORS, LLC — crossed $500M in regulatory AUM ($479.3M -> $529.1M). IAPD ↗
$529.1M RAUM · 8 reps · 412-343-8700
70
FORTIS CAPITAL MANAGEMENT LLC — crossed $500M in regulatory AUM ($496.9M -> $726.3M). IAPD ↗
$726.3M RAUM · 11 reps · 425-453-5010
70
L2 ASSET MANAGEMENT, LLC — crossed $500M in regulatory AUM ($473.3M -> $819.6M). IAPD ↗
$819.6M RAUM · 5 reps · 5083507150 · l2asset.com
70
LAZARI CAPITAL MANAGEMENT, INC. — crossed $500M in regulatory AUM ($471.1M -> $614.6M). IAPD ↗
$614.6M RAUM · 8 reps · 818-264-0610 · lazaricapital.com
70
WHITE OAKS WEALTH ADVISORS, INC. — crossed $500M in regulatory AUM ($490.9M -> $530.0M). IAPD ↗
$530.0M RAUM · 3 reps · 612-455-6900 · whiteoakswealth.com
70
BENTOAK CAPITAL — crossed $500M in regulatory AUM ($473.0M -> $803.7M). IAPD ↗
$803.7M RAUM · 14 reps · 817-550-6750
70
TYLER-STONE WEALTH MANAGEMENT, LLC — crossed $500M in regulatory AUM ($460.3M -> $598.9M). IAPD ↗
$598.9M RAUM · 19 reps · 216-295-0945
70
C.J. LAWRENCE — crossed $500M in regulatory AUM ($484.5M -> $591.5M). IAPD ↗
$591.5M RAUM · 3 reps · 1-877-466-1783 · cjlawrence.com
70
LOOM CAPITAL MANAGEMENT LLC — crossed $500M in regulatory AUM ($443.1M -> $505.8M). IAPD ↗
$505.8M RAUM · 2 reps · 646-870-8973 · loomcapital.com
70
PURUS WEALTH MANAGEMENT, LLC — crossed $500M in regulatory AUM ($437.5M -> $548.2M). IAPD ↗
$548.2M RAUM · 4 reps · 949-356-6330
70
TUCKER ASSET MANAGEMENT LLC — crossed $500M in regulatory AUM ($476.5M -> $640.8M). IAPD ↗
$640.8M RAUM · 79 reps · 303-734-1234 · tuckeram.com
70
MASCOMA WEALTH MANAGEMENT — crossed $500M in regulatory AUM ($435.3M -> $504.7M). IAPD ↗
$504.7M RAUM · 8 reps · 603-676-8813 · mascoma.bank
70
ARIES WEALTH MANAGEMENT, LLC — crossed $500M in regulatory AUM ($426.1M -> $530.7M). IAPD ↗
$530.7M RAUM · 4 reps · 207-536-0530
70
GRANITE HARBOR ADVISORS, INC. — crossed $500M in regulatory AUM ($401.2M -> $561.4M). IAPD ↗
$561.4M RAUM · 8 reps · 832-461-0789
70
CASTLE ROCK WEALTH MANAGEMENT, LLC — crossed $500M in regulatory AUM ($485.8M -> $521.8M). IAPD ↗
$521.8M RAUM · 8 reps · 925-478-8800 · crwmadvisors.com
70
AVIVAR CAPITAL, LLC — crossed $500M in regulatory AUM ($443.2M -> $513.8M). IAPD ↗
$513.8M RAUM · 16 reps · 818-681-6833
70
GIBBS WEALTH MANAGEMENT, LLC — crossed $500M in regulatory AUM ($391.4M -> $639.2M). IAPD ↗
$639.2M RAUM · 49 reps · 678-694-8770
70
DGS CAPITAL MANAGEMENT — crossed $500M in regulatory AUM ($446.7M -> $535.5M). IAPD ↗
$535.5M RAUM · 4 reps · 646-992-4370 · dgs.capital
70
CURRAN FINANCIAL PARTNERS, LLC — crossed $500M in regulatory AUM ($472.7M -> $592.9M). IAPD ↗
$592.9M RAUM · 10 reps · (843) 300-1182
70
MERIDIAN FINANCIAL PARTNERS LLC — crossed $500M in regulatory AUM ($400.8M -> $510.8M). IAPD ↗
$510.8M RAUM · 4 reps · (540)-878-5416
70
MULHOLLAND WEALTH ADVISORS, LLC — crossed $500M in regulatory AUM ($430.5M -> $543.2M). IAPD ↗
$543.2M RAUM · 6 reps · 3102728185 · mulhollandwa.com
70
ACUMEN WEALTH ADVISORS, LLC — crossed $500M in regulatory AUM ($427.3M -> $593.7M). IAPD ↗
$593.7M RAUM · 10 reps · 423-825-4796 · acumenwealth.com
70
HOOPOE ADVISORS — crossed $500M in regulatory AUM ($402.5M -> $543.6M). IAPD ↗
$543.6M RAUM · 9 reps · 617-708-0639
70
BMSS WESSON WEALTH SOLUTIONS — crossed $500M in regulatory AUM ($493.5M -> $577.1M). IAPD ↗
$577.1M RAUM · 6 reps · 205-982-5555 · bmsswesson.com
70
CORDATUS WEALTH MANAGEMENT LLC — crossed $500M in regulatory AUM ($457.8M -> $525.6M). IAPD ↗
$525.6M RAUM · 3 reps · 215-579-5981 · cordatuswealth.com
70
INVISTA ADVISORS — crossed $500M in regulatory AUM ($462.4M -> $580.1M). IAPD ↗
$580.1M RAUM · 6 reps · (334) 387-0094
70
SALING WEALTH ADVISORS — crossed $500M in regulatory AUM ($410.4M -> $517.6M). IAPD ↗
$517.6M RAUM · 9 reps · 502-805-3000 · salingwealthadvisors.com
70
WOLFF FINANCIAL MANAGEMENT LLC — crossed $500M in regulatory AUM ($465.5M -> $531.7M). IAPD ↗
$531.7M RAUM · 4 reps · 269-372-3100
70
ALPHA CAPITAL MANAGEMENT GROUP LLC — crossed $500M in regulatory AUM ($421.9M -> $613.5M). IAPD ↗
$613.5M RAUM · 3 reps · 303-900-1940 · alphacmg.com
70
ARJUNA CAPITAL, LLC — crossed $500M in regulatory AUM ($458.1M -> $634.1M). IAPD ↗
$634.1M RAUM · 3 reps · (978) 704-0112 · arjuna-capital.com
70
WESTSHORE WEALTH — crossed $500M in regulatory AUM ($473.8M -> $534.3M). IAPD ↗
$534.3M RAUM · 6 reps · (949) 825-7505 · westshorewealth.com
70
CENTRAL FAMILY ADVISORS, LLC — crossed $500M in regulatory AUM ($428.6M -> $549.8M). IAPD ↗
$549.8M RAUM · 3 reps · 917-993-7115 · cenfam.com
70
CLARK ASSET MANAGEMENT, LLC — crossed $500M in regulatory AUM ($457.3M -> $778.3M). IAPD ↗
$778.3M RAUM · 6 reps · 603-237-1341
70
MAXIMAI INVESTMENT PARTNERS, LLC — crossed $500M in regulatory AUM ($493.7M -> $538.7M). IAPD ↗
$538.7M RAUM · 6 reps · 786-332-6050 · maximaipartners.com
70
ONEASCENT INVESTMENT SOLUTIONS, LLC — crossed $500M in regulatory AUM ($457.2M -> $639.8M). IAPD ↗
$639.8M RAUM · 8 reps · 2053139142
70
GLOBAL WEALTH MANAGEMENT INVESTMENT ADVISORY, INC. — crossed $500M in regulatory AUM ($422.0M -> $529.1M). IAPD ↗
$529.1M RAUM · 11 reps · 866-405-1031 · askglobalwealth.com
70
BLACK SWIFT GROUP, LLC — crossed $500M in regulatory AUM ($467.6M -> $558.0M). IAPD ↗
$558.0M RAUM · 5 reps · 303-955-4381 · blackswiftgroup.com
70
NIA IMPACT CAPITAL — crossed $500M in regulatory AUM ($446.5M -> $525.7M). IAPD ↗
$525.7M RAUM · 4 reps · 510-319-9221 · niaimpactadvisors.com
70
ADAPTIVE FINANCIAL CONSULTING, LLC — crossed $500M in regulatory AUM ($403.7M -> $508.5M). IAPD ↗
$508.5M RAUM · 6 reps · 440-359-3468 · adaptivefc.com
70
CLEAR CREEK ADVISORS — crossed $500M in regulatory AUM ($376.3M -> $548.3M). IAPD ↗
$548.3M RAUM · 7 reps · (720) 642-8348
70
INTEGRA GLOBAL ADVISORS LLC — crossed $500M in regulatory AUM ($417.8M -> $562.6M). IAPD ↗
$562.6M RAUM · 12 reps · (203) 266-3942
70
INTEGRITY ADVISORY SOLUTIONS — crossed $500M in regulatory AUM ($147.5M -> $512.3M). IAPD ↗
$512.3M RAUM · 90 reps · (214) 919-2165 · integritywealthsolutions.com
70
FINANCIAL STRATEGIES GROUP, INC — crossed $500M in regulatory AUM ($468.6M -> $550.1M). IAPD ↗
$550.1M RAUM · 9 reps · (800) 804-0420
70
HAMILTON WEALTH, LLC — crossed $500M in regulatory AUM ($451.0M -> $553.7M). IAPD ↗
$553.7M RAUM · 3 reps · 747-208-4300
70
PEAK PLANNING GROUP, LLC — crossed $500M in regulatory AUM ($272.2M -> $650.9M). IAPD ↗
$650.9M RAUM · 5 reps · 303-991-0056 · peakplan.com
70
WELLS TRECASO FINANCIAL GROUP, LLC — crossed $500M in regulatory AUM ($482.9M -> $533.3M). IAPD ↗
$533.3M RAUM · 4 reps · 330-752-1547
70
MIRAMAR CAPITAL — crossed $500M in regulatory AUM ($491.3M -> $509.2M). IAPD ↗
$509.2M RAUM · 3 reps · 847-291-7300
70
MORGANROSEL WEALTH MANAGEMENT, LLC — crossed $500M in regulatory AUM ($409.9M -> $503.3M). IAPD ↗
$503.3M RAUM · 2 reps · 303.647.3801 · morganrosel.com
70
MODUS ADVISORS, LLC — crossed $500M in regulatory AUM ($432.4M -> $514.0M). IAPD ↗
$514.0M RAUM · 4 reps · (952) 946-1000
70
TRUVESTMENTS CAPITAL LLC — crossed $500M in regulatory AUM ($362.7M -> $601.2M). IAPD ↗
$601.2M RAUM · 16 reps · 941-753-3814
70
OUTLOOK WEALTH ADVISORS, LLC — crossed $500M in regulatory AUM ($463.2M -> $543.2M). IAPD ↗
$543.2M RAUM · 4 reps · 281-872-1515
70
FORTEM FINANCIAL GROUP, LLC — crossed $500M in regulatory AUM ($438.1M -> $528.5M). IAPD ↗
$528.5M RAUM · 6 reps · 760-206-8500
70
KELLY FINANCIAL SERVICES LLC — crossed $500M in regulatory AUM ($488.6M -> $506.5M). IAPD ↗
$506.5M RAUM · 5 reps · 781-849-3090 · kellyfinancial.org
70
TREEHOUSE WEALTH ADVISORS — crossed $500M in regulatory AUM ($184.8M -> $537.0M). IAPD ↗
$537.0M RAUM · 5 reps · 415-887-1416
70
TRG ADVISORS, INC. — crossed $500M in regulatory AUM ($421.3M -> $547.7M). IAPD ↗
$547.7M RAUM · 3 reps · 716-204-7610 · trgadvisory.com
70
RETIREMENT WELLNESS GROUP — crossed $500M in regulatory AUM ($486.3M -> $523.7M). IAPD ↗
$523.7M RAUM · 2 reps · 949-757-1799 · retirementwellnessgroup.com
70
FIRETHORN WEALTH PARTNERS, LLC — crossed $500M in regulatory AUM ($459.7M -> $543.6M). IAPD ↗
$543.6M RAUM · 5 reps · 706.426.4243
70
SCISSORTAIL WEALTH MANAGEMENT, LLC — crossed $500M in regulatory AUM ($488.5M -> $587.5M). IAPD ↗
$587.5M RAUM · 7 reps · (918) 956-0500 · scissortailwealth.com
70
VIRTUS FAMILY OFFICE — crossed $500M in regulatory AUM ($462.0M -> $543.1M). IAPD ↗
$543.1M RAUM · 1 reps · 915-730-3885
70
ASIO CAPITAL LLC — crossed $500M in regulatory AUM ($499.6M -> $621.5M). IAPD ↗
$621.5M RAUM · 6 reps · 859-785-4130 · asiocapital.com
70
PHRACTION MANAGEMENT LLC — crossed $500M in regulatory AUM ($451.0M -> $521.0M). IAPD ↗
$521.0M RAUM · 3 reps · 860-531-9590 · phraction.net
70
WICK CAPITAL PARTNERS, LLC — crossed $500M in regulatory AUM ($430.4M -> $565.3M). IAPD ↗
$565.3M RAUM · 11 reps · 215-302-3535 · wickcapitalpartners.com
70
INTELLIGENT WEALTH SOLUTIONS LLC — crossed $500M in regulatory AUM ($277.4M -> $632.4M). IAPD ↗
$632.4M RAUM · 4 reps · 877-699-3258
70
SELDON CAPITAL LP — crossed $500M in regulatory AUM ($411.6M -> $536.3M). IAPD ↗
$536.3M RAUM · 5 reps · 209-683-3109 #804
70
HUDSON VALUE PARTNERS, LLC — crossed $500M in regulatory AUM ($421.3M -> $530.7M). IAPD ↗
$530.7M RAUM · 4 reps · 646-343-9772 · hudsonvaluepartners.com
70
CONVERGENCE FINANCIAL — crossed $500M in regulatory AUM ($422.4M -> $703.4M). IAPD ↗
$703.4M RAUM · 13 reps · (573) 818-2264
70
TANNIN CAPITAL, LLC — crossed $500M in regulatory AUM ($362.3M -> $512.3M). IAPD ↗
$512.3M RAUM · 6 reps · 704-552-1082 · tannin.com
70
PAINTED PORCH ADVISORS LLC — crossed $500M in regulatory AUM ($371.8M -> $518.2M). IAPD ↗
$518.2M RAUM · 9 reps · 805-567-4288 · paintedporchadvisors.com
70
BLUE ZONE WEALTH ADVISORS, LLC — crossed $500M in regulatory AUM ($462.3M -> $564.8M). IAPD ↗
$564.8M RAUM · 5 reps · (310) 310-2789 · bluezoneadvisory.com
70
GIVERNY CAPITAL ASSET MANAGEMENT — crossed $500M in regulatory AUM ($368.8M -> $502.6M). IAPD ↗
$502.6M RAUM · 2 reps · 646-669-8950
70
PALUMBO WEALTH MANAGEMENT LLC — crossed $500M in regulatory AUM ($322.7M -> $542.2M). IAPD ↗
$542.2M RAUM · 5 reps · (516) 629-7073 · palumbowm.com
70
ENVOY ADVISORY INC. — crossed $500M in regulatory AUM ($451.1M -> $533.9M). IAPD ↗
$533.9M RAUM · 12 reps · 888-879-1376
70
CREEKMUR ASSET MANAGEMENT, LLC — crossed $500M in regulatory AUM ($410.6M -> $561.8M). IAPD ↗
$561.8M RAUM · 15 reps · 309-925-2043
70
FORTRESS WEALTH PLANNING — crossed $500M in regulatory AUM ($409.8M -> $615.7M). IAPD ↗
$615.7M RAUM · 6 reps · 904-301-4545 · fortresswealthplanning.com
70
KREITLER FINANCIAL LLC — crossed $500M in regulatory AUM ($476.7M -> $514.9M). IAPD ↗
$514.9M RAUM · 6 reps · 203-867-4396
70
INTERCHANGE CAPITAL PARTNERS — crossed $500M in regulatory AUM ($269.6M -> $595.9M). IAPD ↗
$595.9M RAUM · 4 reps · 412-307-4230 · interchangecp.com
70
OXLER PRIVATE WEALTH — crossed $500M in regulatory AUM ($440.8M -> $539.6M). IAPD ↗
$539.6M RAUM · 3 reps · 212-785-2860 · oxlerpw.com
70
HERITAGE CAPITAL ADVISORS, LLC — crossed $500M in regulatory AUM ($120.0M -> $672.5M). IAPD ↗
$672.5M RAUM · 1 reps · 303-670-9761 · info@heritagecapitalresearch.com
70
MILESTONE ASSET MANAGEMENT, LLC — crossed $500M in regulatory AUM ($445.8M -> $546.3M). IAPD ↗
$546.3M RAUM · 11 reps · 412-643-3058
70
FOCUSED ALPHA, LLC — crossed $500M in regulatory AUM ($306.8M -> $561.9M). IAPD ↗
$561.9M RAUM · 8 reps · 303-529-5100
70
CONCORD ASSET MANAGEMENT, LLC — crossed $500M in regulatory AUM ($406.0M -> $520.1M). IAPD ↗
$520.1M RAUM · 2 reps · (276) 628-5910
70
CERRO PACIFIC WEALTH ADVISORS, LLC — crossed $500M in regulatory AUM ($441.4M -> $558.1M). IAPD ↗
$558.1M RAUM · 6 reps · 805-457-3300
70
NAVIS WEALTH ADVISORS LLC — crossed $500M in regulatory AUM ($409.7M -> $540.7M). IAPD ↗
$540.7M RAUM · 5 reps · 914-848-8300
70
WEST MICHIGAN ADVISORS — crossed $500M in regulatory AUM ($494.8M -> $614.4M). IAPD ↗
$614.4M RAUM · 11 reps · (616) 820-1040
70
HZ INVESTMENTS INC. — crossed $500M in regulatory AUM ($496.5M -> $536.7M). IAPD ↗
$536.7M RAUM · 1 reps · 301-922-7631
70
HERITAGE WEALTH ADVISORS — crossed $500M in regulatory AUM ($496.4M -> $552.2M). IAPD ↗
$552.2M RAUM · 3 reps · 513-440-5475 · yourheritageadvisors.com
70
OLIVER LAGORE VANVALIN INVESTMENT GROUP, INC. — crossed $500M in regulatory AUM ($454.3M -> $607.1M). IAPD ↗
$607.1M RAUM · 14 reps · 810-744-4450
70
ALLEGIANCE FINANCIAL GROUP — crossed $500M in regulatory AUM ($418.8M -> $505.0M). IAPD ↗
$505.0M RAUM · 6 reps · (703) 242-7900
70
HILL ISLAND FINANCIAL LLC — crossed $500M in regulatory AUM ($446.6M -> $537.0M). IAPD ↗
$537.0M RAUM · 8 reps · (616) 977-2639
70
VSM WEALTH ADVISORY, LLC — crossed $500M in regulatory AUM ($498.5M -> $587.1M). IAPD ↗
$587.1M RAUM · 5 reps · 410-825-8844 · vs-m.com
70
RHO TREASURY — crossed $500M in regulatory AUM ($279.5M -> $704.2M). IAPD ↗
$704.2M RAUM · 1 reps · (855) 743-8746 · rho.co
70
POINTOAK RETIREMENT ADVISORS — crossed $500M in regulatory AUM ($270.9M -> $818.7M). IAPD ↗
$818.7M RAUM · 3 reps · 703-595-4444
70
PROSPERITAS FINANCIAL, LLC — crossed $500M in regulatory AUM ($391.8M -> $612.7M). IAPD ↗
$612.7M RAUM · 16 reps · 661-255-9555
70
TRADEWINDS, LLC — crossed $500M in regulatory AUM ($293.9M -> $560.2M). IAPD ↗
$560.2M RAUM · 9 reps · 919-571-2833 · tradewinds.global
70
BROOKLYN INVESTMENT GROUP, LLC — crossed $500M in regulatory AUM ($272.6M -> $522.7M). IAPD ↗
$522.7M RAUM · 6 reps · 617-319-7229
70
ARGONAUTICA PRIVATE WEALTH MANAGEMENT, INC — crossed $500M in regulatory AUM ($404.0M -> $507.2M). IAPD ↗
$507.2M RAUM · 3 reps · 781-591-0200 · argonauticapwm.com
70
ALLOCATE MANAGEMENT COMPANY, LLC — crossed $500M in regulatory AUM ($482.0M -> $930.6M). IAPD ↗
$930.6M RAUM · 5 reps · 650-260-3431
70
G&H INVESTMENTS — crossed $500M in regulatory AUM ($456.2M -> $501.4M). IAPD ↗
$501.4M RAUM · 3 reps · 717-295-4425 · gross-investments.com
70
PORTFOLIO DESIGN LABS, LLC — crossed $500M in regulatory AUM ($276.2M -> $501.8M). IAPD ↗
$501.8M RAUM · 1 reps · 310-755-0411
70
ADVYZON INVESTMENT MANAGEMENT, LLC — crossed $500M in regulatory AUM ($207.6M -> $502.4M). IAPD ↗
$502.4M RAUM · 3 reps · 844-340-1898 · advyzonim.com
70
VALUE ALIGNED RESEARCH ADVISORS, LLC — crossed $500M in regulatory AUM ($395.9M -> $542.2M). IAPD ↗
$542.2M RAUM · 4 reps · (609)-608-9205
70
WEALTH SCIENCE ADVISORS LLC — crossed $500M in regulatory AUM ($368.9M -> $512.5M). IAPD ↗
$512.5M RAUM · 7 reps · 678-480-2681 · wealthscienceadvisors.net
70
MEOW ADVISORY, LLC — crossed $500M in regulatory AUM ($282.6M -> $675.5M). IAPD ↗
$675.5M RAUM · 1 reps · 929-333-3405 · meow.com
70
APOLLON FINANCIAL, LLC — crossed $500M in regulatory AUM ($482.3M -> $890.4M). IAPD ↗
$890.4M RAUM · 13 reps · 843-579-0018 · apollonfinancial.com
70
BUCK WEALTH STRATEGIES, LLC — crossed $500M in regulatory AUM ($299.9M -> $565.4M). IAPD ↗
$565.4M RAUM · 20 reps · 888-210-6567
70
EQ WEALTH ADVISORS — crossed $500M in regulatory AUM ($470.4M -> $558.8M). IAPD ↗
$558.8M RAUM · 4 reps · 214-389-6750 · eqwealthadv.com
70
ENCOMPASS MORE ASSET MANAGEMENT LLC — crossed $500M in regulatory AUM ($228.5M -> $581.9M). IAPD ↗
$581.9M RAUM · 76 reps · 925-272-8850 · encompassmore.com
70
PAVE INVESTMENT ADVISORS, LLC. — crossed $500M in regulatory AUM ($115.5M -> $669.6M). IAPD ↗
$669.6M RAUM · 2 reps · 646-690-2800 · anchor.fm
70
SHERMAN PORTFOLIOS, LLC — crossed $500M in regulatory AUM ($434.0M -> $581.6M). IAPD ↗
$581.6M RAUM · 3 reps · 800-634-2008 · shermanportfolios.com
70
CARAVELA ENERGY PARTNERS LP — crossed $500M in regulatory AUM ($348.0M -> $516.6M). IAPD ↗
$516.6M RAUM · 7 reps · 203-200-0636
70
ABRA CAPITAL MANAGEMENT, LP — crossed $500M in regulatory AUM ($102.5M -> $700.6M). IAPD ↗
$700.6M RAUM · 6 reps · 707-340-3722
70
ABLE FINANCIAL GROUP, LLC — crossed $500M in regulatory AUM ($467.4M -> $571.0M). IAPD ↗
$571.0M RAUM · 8 reps · 480-258-6104 · ablefinancialgroup.com
70
EAGLE WEALTH STRATEGIES — crossed $500M in regulatory AUM ($498.3M -> $557.6M). IAPD ↗
$557.6M RAUM · 8 reps · 856-845-4005 · eaglewealthstrategies.com
70
9823 CAPITAL, LP — crossed $500M in regulatory AUM ($117.9M -> $647.5M). IAPD ↗
$647.5M RAUM · 4 reps · 214-849-5800 · 9823.capital
70
SECOND LINE CAPITAL, LLC — crossed $500M in regulatory AUM ($402.1M -> $723.0M). IAPD ↗
$723.0M RAUM · 21 reps · 504-321-0923
70
GREATER MIDWEST FINANCIAL GROUP, LLC — crossed $500M in regulatory AUM ($424.5M -> $511.9M). IAPD ↗
$511.9M RAUM · 3 reps · 651-490-9790 · greater-midwest.com
70
KITCHING PARTNERS, LLC — crossed $500M in regulatory AUM ($477.6M -> $538.6M). IAPD ↗
$538.6M RAUM · 5 reps · 267-209-0830
70
PRECEDENT WEALTH PARTNERS, LLC — crossed $500M in regulatory AUM ($378.7M -> $535.6M). IAPD ↗
$535.6M RAUM · 4 reps · (713)244-6450 · precedentwealth.com
70
INTERTIDE PARTNERS — crossed $500M in regulatory AUM ($334.0M -> $928.1M). IAPD ↗
$928.1M RAUM · 2 reps · 312.961.5048 · intertidepartners.com
70
KICKSTAND WEALTH ADVISORS — crossed $500M in regulatory AUM ($453.9M -> $528.4M). IAPD ↗
$528.4M RAUM · 4 reps · 585-382-8600
70
BBVA GLOBAL WEALTH ADVISORS, INC. — crossed $500M in regulatory AUM ($399.0M -> $523.7M). IAPD ↗
$523.7M RAUM · 22 reps · 3052057752 · bbvaglobalwealthadvisors.com
70
ATLANTIC EDGE PRIVATE WEALTH MANAGEMENT — crossed $500M in regulatory AUM ($454.6M -> $535.1M). IAPD ↗
$535.1M RAUM · 5 reps · 9047191360
70
CACHETECH — crossed $500M in regulatory AUM ($131.8M -> $671.7M). IAPD ↗
$671.7M RAUM · 6 reps · 435-752-1702 · cachetech.io
70
BARE WEALTH ADVISORS — crossed $500M in regulatory AUM ($222.2M -> $509.3M). IAPD ↗
$509.3M RAUM · 8 reps · 717-407-5200
70
SIERRA SUMMIT ADVISORS LLC — crossed $500M in regulatory AUM ($425.0M -> $637.6M). IAPD ↗
$637.6M RAUM · 4 reps · 847-652-5070 · sierrasummitadvisors.com
70
EVERNEST FINANCIAL ADVISORS — crossed $500M in regulatory AUM ($484.8M -> $761.2M). IAPD ↗
$761.2M RAUM · 4 reps · 317-556-1015 · evernestfa.com
70
PERMANENT CAPITAL MANAGEMENT, LP — crossed $500M in regulatory AUM ($365.1M -> $742.2M). IAPD ↗
$742.2M RAUM · 1 reps · 312-961-8251 · permanent-capital.com
70
JPL WEALTH MANAGEMENT, LLC — crossed $500M in regulatory AUM ($300.0M -> $516.0M). IAPD ↗
$516.0M RAUM · 4 reps · 855-575-5752 · jplwealthmanagement.com
70
WEINAND FINANCIAL, INC. — crossed $500M in regulatory AUM ($443.4M -> $504.5M). IAPD ↗
$504.5M RAUM · 2 reps · 360-459-4847 · weinand.us
70
TIEMPO CAPITAL PARTNERS — crossed $500M in regulatory AUM ($264.5M -> $508.0M). IAPD ↗
$508.0M RAUM · 3 reps · 786-885-2120 · tiempocapital.com
70
TAIKO PRIVATE WEALTH — crossed $500M in regulatory AUM ($239.0M -> $599.7M). IAPD ↗
$599.7M RAUM · 3 reps · 3123004781
70
ALLEGIANT WEALTH ADVISORS, LLC — crossed $500M in regulatory AUM ($393.1M -> $956.5M). IAPD ↗
$956.5M RAUM · 1 reps · (918) 623-4500 · allegiantwealth.com
70
SOUTHERN EQUITY ADVISORS LLC — crossed $500M in regulatory AUM ($389.2M -> $548.4M). IAPD ↗
$548.4M RAUM · 2 reps · 877-240-9233 · southernequity.com
70
A&M PRIVATE WEALTH PARTNERS, LLC — crossed $500M in regulatory AUM ($103.2M -> $760.6M). IAPD ↗
$760.6M RAUM · 15 reps · 561-268-0900 · ampwp.com
70
QTR FAMILY WEALTH, LLC — crossed $500M in regulatory AUM ($107.3M -> $582.8M). IAPD ↗
$582.8M RAUM · 4 reps · 407-745-0715 · qtrfamilycapital.com
70
VIRTUS WEALTH SOLUTIONS — crossed $500M in regulatory AUM ($481.5M -> $501.4M). IAPD ↗
$501.4M RAUM · 4 reps · 908-967-6360 · virtuswealthsolutions.com
70
LINEPOINT PARTNERS & CO. — crossed $500M in regulatory AUM ($197.8M -> $567.3M). IAPD ↗
$567.3M RAUM · 4 reps · 323-886-3635 · linepointpartners.com
70
BRIGHTON SECURITIES CORP. — reported RAUM up 61% ($611.9M -> $986.2M). IAPD ↗
$986.2M RAUM · 27 reps · 585-473-3590 · brightonsecurities.com
70
MARQUETTE ASSOCIATES, INC. — reported RAUM up 55% ($22.95B -> $35.57B). IAPD ↗
$35.57B RAUM · 57 reps · 312-527-5500
70
CLIFTONLARSONALLEN WEALTH ADVISORS, LLC — reported RAUM up 55% ($7.98B -> $12.33B). IAPD ↗
$12.33B RAUM · 97 reps · 612-376-4777 · claconnect.com
70
MARVIN & PALMER ASSOCIATES — reported RAUM up 78% ($94.9M -> $169.0M). IAPD ↗
$169.0M RAUM · 4 reps · 302-573-3570 · marvinandpalmer.com
70
HORIZON KINETICS ASSET MANAGEMENT LLC — reported RAUM up 51% ($6.50B -> $9.84B). IAPD ↗
$9.84B RAUM · 21 reps · 646-291-2300 · horizonkinetics.com
70
ASSET PRESERVATION ADVISORS, LLC — reported RAUM up 54% ($6.93B -> $10.65B). IAPD ↗
$10.65B RAUM · 21 reps · 404-261-1333 · assetpreservationadvisors.com
70
GOODPASTURE GRAY — reported RAUM up 62% ($192.3M -> $311.0M). IAPD ↗
$311.0M RAUM · 2 reps · (615) 601-3330
70
T. ROWE PRICE ADVISORY SERVICES, INC. — reported RAUM up 51% ($2.56B -> $3.86B). IAPD ↗
$3.86B RAUM · 61 reps · 800-225-5132 · troweprice.com
70
MAI CAPITAL MANAGEMENT, LLC — reported RAUM up 50% ($19.71B -> $29.63B). IAPD ↗
$29.63B RAUM · 204 reps · (216) 920-4800
70
ACR ALPINE CAPITAL RESEARCH, LLC — reported RAUM up 51% ($5.62B -> $8.51B). IAPD ↗
$8.51B RAUM · 11 reps · 314-932-7600
70
AMERICAN TRUST INVESTMENT ADVISORS, LLC — reported RAUM up 62% ($307.8M -> $497.3M). IAPD ↗
$497.3M RAUM · 2 reps · 603-448-6415 · amertrust.com
70
PALISADES INVESTMENT PARTNERS, LLC — reported RAUM up 106% ($117.5M -> $242.3M). IAPD ↗
$242.3M RAUM · 1 reps · 310-656-6300 · palpartners.com
70
SUPERIOR PLANNING, LLC — reported RAUM up 82% ($105.4M -> $192.1M). IAPD ↗
$192.1M RAUM · 7 reps · 858-546-1046
70
MESTMAKER & PETREY WEALTH ADVISORS — reported RAUM up 95% ($97.9M -> $190.7M). IAPD ↗
$190.7M RAUM · 3 reps · (661) 395-9400 · mpwealthadvisors.com
70
TALSON CAPITAL MANAGEMENT L.P. — reported RAUM up 63% ($530.0M -> $865.4M). IAPD ↗
$865.4M RAUM · 3 reps · 203-202-7500 · talsoncapital.com
70
CERITY PARTNERS LLC — reported RAUM up 52% ($80.57B -> $122.85B). IAPD ↗
$122.85B RAUM · 862 reps · 212-850-4260
70
S HARRIS FINANCIAL GROUP, LLC — reported RAUM up 61% ($218.7M -> $351.9M). IAPD ↗
$351.9M RAUM · 6 reps · 210-547-3450
70
INTERCAM ADVISORS, INC. — reported RAUM up 85% ($121.4M -> $225.1M). IAPD ↗
$225.1M RAUM · 23 reps · 305-377-8008 · intercam.us
70
CORE PLANNING — reported RAUM up 95% ($62.3M -> $121.5M). IAPD ↗
$121.5M RAUM · 32 reps · 636-734-7507 · savor.financial
70
RIVERCHASE WEALTH MANAGEMENT, LLC — reported RAUM up 81% ($117.0M -> $212.0M). IAPD ↗
$212.0M RAUM · 3 reps · (972) 471-9013 · riverchasewealth.com
70
ALEXANDER CAPITAL WEALTH MANAGEMENT LLC — reported RAUM up 76% ($120.8M -> $212.1M). IAPD ↗
$212.1M RAUM · 28 reps · 212-687-5650 · alexandercapitalwealthmanagement.com
70
DONALIES FINANCIAL PLANNING, LLC — reported RAUM up 80% ($100.1M -> $180.2M). IAPD ↗
$180.2M RAUM · 3 reps · 240-888-2573 · donaliesfp.com
70
INFRASTRUCTURE CAPITAL ADVISORS, LLC — reported RAUM up 54% ($1.72B -> $2.64B). IAPD ↗
$2.64B RAUM · 5 reps · 212-763-8335 · infracappffr.com
70
TRED AVON FAMILY WEALTH, LLC — reported RAUM up 62% ($292.8M -> $473.8M). IAPD ↗
$473.8M RAUM · 1 reps · 410-310-2064 · tredavonfamilywealth.com
70
WAHED — reported RAUM up 61% ($523.6M -> $842.6M). IAPD ↗
$842.6M RAUM · 1 reps · 1-855-976-4747 · wahedinvest.com
70
YIELDSTREET — reported RAUM up 53% ($1.22B -> $1.86B). IAPD ↗
$1.86B RAUM · 26 reps · 844-943-5378 · yieldstreet.com
70
ATLATL ADVISERS — reported RAUM up 87% ($123.1M -> $229.9M). IAPD ↗
$229.9M RAUM · 6 reps · (608) 351-4500
70
IAMS WEALTH MANAGEMENT, LLC — reported RAUM up 61% ($213.2M -> $343.0M). IAPD ↗
$343.0M RAUM · 53 reps · (888)255-7670 · iamswm.com
70
PGIM CUSTOM HARVEST LLC — reported RAUM up 50% ($3.58B -> $5.37B). IAPD ↗
$5.37B RAUM · 10 reps · 800-210-0118 · pgim.com
70
WEALTHFD — reported RAUM up 91% ($32.5M -> $61.9M). IAPD ↗
$61.9M RAUM · 4 reps · 215-671-6660
70
MALATAI CAPITAL LLC — reported RAUM up 133% ($30.0M -> $70.0M). IAPD ↗
$70.0M RAUM · 3 reps · 917-624-5589 · malataicapital.com
70
IEQ CAPITAL, LLC — reported RAUM up 50% ($23.58B -> $35.38B). IAPD ↗
$35.38B RAUM · 140 reps · 650-581-9807 · ieqcapital.com
70
PLANROCK INVESTMENTS LLC — reported RAUM up 136% ($27.3M -> $64.4M). IAPD ↗
$64.4M RAUM · 4 reps · 800-677-6025 · planrock.com
70
CORBETT ROAD CAPITAL MANAGEMENT, LLC — reported RAUM up 217% ($45.9M -> $145.6M). IAPD ↗
$145.6M RAUM · 3 reps · 703-748-5831 · corbettroadcapital.com
70
RETIRABLE — reported RAUM up 116% ($60.5M -> $130.6M). IAPD ↗
$130.6M RAUM · 9 reps · 833 222 1807
70
GREAT POINT ADVISORS, LLC — reported RAUM up 209% ($14.6M -> $45.1M). IAPD ↗
$45.1M RAUM · 20 reps · 312-356-4875
70
ADVISOR SHARE WEALTH MANAGEMENT, LLC — reported RAUM up 286% ($48.0M -> $185.2M). IAPD ↗
$185.2M RAUM · 35 reps · 866-232-3251 · advisorsharewm.com
70
WEALTHSPAN INVESTMENT MANAGEMENT, LLC — reported RAUM up 993% ($7.2M -> $79.0M). IAPD ↗
$79.0M RAUM · 5 reps · 616-655-1696
70
CLARIVOR — reported RAUM up 358% ($7.7M -> $35.2M). IAPD ↗
$35.2M RAUM · 1 reps · 212-810-1187
70
CARBON COLLECTIVE INVESTING, LLC — reported RAUM up 89% ($122.9M -> $232.6M). IAPD ↗
$232.6M RAUM · 3 reps · 925-268-8041 · carboncollectivefunds.com
70
PACIFIC POINT ADVISORS, LLC — reported RAUM up 63% ($212.2M -> $345.6M). IAPD ↗
$345.6M RAUM · 4 reps · 858-356-6600 · pacificpointcapital.com
70
FAITH INVESTOR SERVICES — reported RAUM up 78% ($110.3M -> $196.8M). IAPD ↗
$196.8M RAUM · 4 reps · (214) 462-7244
70
SKYBOUND WEALTH MANAGEMENT USA, LLC — reported RAUM up 347% ($36.0M -> $160.6M). IAPD ↗
$160.6M RAUM · 6 reps · 1-346-845-0001
70
CONSTITUTION WEALTH LLC — reported RAUM up 134% ($22.9M -> $53.5M). IAPD ↗
$53.5M RAUM · 6 reps · 866-463-1776 · constitutionwealth.com
70
TWO PRIME LLC — reported RAUM up 60% ($250.0M -> $400.0M). IAPD ↗
$400.0M RAUM · 5 reps · 480-290-4951 · twoprime.io
70
MORALIS TECHNOLOGIES, LLC — reported RAUM up 202% ($17.2M -> $51.9M). IAPD ↗
$51.9M RAUM · 8 reps · 833-730-3700 · aquinaswealth.com
70
LESTER FINANCIAL GROUP, LLC — reported RAUM up 61% ($163.7M -> $264.1M). IAPD ↗
$264.1M RAUM · 4 reps · 217-356-6533 · lesterfinancialgroup.com
70
ARTA FINANCE — reported RAUM up 109% ($59.1M -> $123.4M). IAPD ↗
$123.4M RAUM · 18 reps · 650-318-3898
70
ADVISOR.COM — reported RAUM up 84% ($27.8M -> $51.3M). IAPD ↗
$51.3M RAUM · 2 reps · 843-284-6261 · advisor.com
70
ICW HOLDINGS, LLC — reported RAUM up 160% ($41.4M -> $107.7M). IAPD ↗
$107.7M RAUM · 1 reps · 347-413-4750 · icwinvest.co
70
HALLSTATT ADVISORS L.P. — reported RAUM up 132% ($67.3M -> $156.0M). IAPD ↗
$156.0M RAUM · 2 reps · 212-804-9085
70
FLATROCK WEALTH PARTNERS LLC — reported RAUM up 102% ($115.2M -> $232.4M). IAPD ↗
$232.4M RAUM · 2 reps · (949) 687-2615 · flatrockwealth.com
70
RANGE ADVISORY, LLC — reported RAUM up 432% ($27.2M -> $144.7M). IAPD ↗
$144.7M RAUM · 17 reps · (703) 261-4126
70
OPAL CAPITAL LLC — reported RAUM up 76% ($76.8M -> $135.0M). IAPD ↗
$135.0M RAUM · 4 reps · 917-716-6257
70
CARRY ADVISORS LLC — reported RAUM up 352% ($16.5M -> $74.5M). IAPD ↗
$74.5M RAUM · 2 reps · 2014720612 · carry.com
70
MEMBERS WEALTH LLC — reported RAUM up 82% ($119.3M -> $217.3M). IAPD ↗
$217.3M RAUM · 4 reps · 267-367-5453 · memberswealthllc.com
70
MAGNOLIA PRIVATE WEALTH, LLC — reported RAUM up 104% ($110.7M -> $225.7M). IAPD ↗
$225.7M RAUM · 4 reps · 5714771375 · magnoliapw.com
70
ATFS ADVISERS — reported RAUM up 291284% ($13,408 -> $39.1M). IAPD ↗
$39.1M RAUM · 5 reps · 805-557-8713
70
SGROI WEALTH — reported RAUM up 81% ($91.9M -> $166.6M). IAPD ↗
$166.6M RAUM · 4 reps · 518-477-3626 · sgroiwealth.com
70
CONTRARY LEGACY LLC — reported RAUM up 123% ($39.7M -> $88.6M). IAPD ↗
$88.6M RAUM · 1 reps · 862-354-0870
70
ONEWELTH INC — reported RAUM up 81% ($47.3M -> $85.7M). IAPD ↗
$85.7M RAUM · 2 reps · 212-750-0718
70
THE HOLLAND GROUP, RETIREMENT WEALTH ADVISORS, LLC — reported RAUM up 115% ($100.2M -> $215.2M). IAPD ↗
$215.2M RAUM · 3 reps · 727-734-3334 · thehollandgrp.com
70
16ROCK ASSET MANAGEMENT LLC — reported RAUM up 1066% ($5.7M -> $66.9M). IAPD ↗
$66.9M RAUM · 1 reps · 212-332-1600 · 16rock.com
70
INDEX TECHNOLOGIES GROUP LLC — reported RAUM up 266% ($28.7M -> $105.0M). IAPD ↗
$105.0M RAUM · 4 reps · 212-466-6760
70
SPHINX INVESTMENTS LLC — reported RAUM up 415% ($12.6M -> $64.7M). IAPD ↗
$64.7M RAUM · 4 reps · 833-247-7833 · sphinx.com
70
AZURA PARTNERS US LLC — reported RAUM up 84% ($25.0M -> $46.0M). IAPD ↗
$46.0M RAUM · 4 reps · 347-249-2369 · azura.com
70
JB WEALTH ADVISORS LLC — reported RAUM up 184% ($11.2M -> $31.7M). IAPD ↗
$31.7M RAUM · 2 reps · 615-560-8268
70
SL CAPITAL — reported RAUM up 96% ($105.3M -> $206.3M). IAPD ↗
$206.3M RAUM · 4 reps · 480-359-7092
70
MÉTIER CAPITAL, LLC — reported RAUM up 232% ($53.0M -> $176.0M). IAPD ↗
$176.0M RAUM · 2 reps · (585) 636-2232 · metier-capital.com
70
DEMETER TACTICAL INVESTMENTS CORP. — reported RAUM up 83% ($101.0M -> $185.0M). IAPD ↗
$185.0M RAUM · 3 reps · 2125184444 · demeter-funds.com
70
RDG CAPITAL MANAGEMENT LLC — reported RAUM up 89% ($55.4M -> $104.8M). IAPD ↗
$104.8M RAUM · 1 reps · 585-673-2683 · rdgcapitalmanagement.com
70
CRUX WEALTH ADVISORS — reported RAUM up 64% ($250.8M -> $410.2M). IAPD ↗
$410.2M RAUM · 13 reps · 562.735.3875
70
ROUTE 20 PRIVATE WEALTH INC. — reported RAUM up 934% ($5.3M -> $54.6M). IAPD ↗
$54.6M RAUM · 4 reps · 954-712-7490 · route20wealth.com
70
BACKBONE PLANNING PARTNERS LLC — 's provisional registration is now fully approved. IAPD ↗
$91.5M RAUM · 2 reps · 702569716 · backboneplanning.com
70
DLK INVESTMENT ADVISORS, LLC — 's provisional registration is now fully approved. IAPD ↗
$100.7M RAUM · 2 reps · 206.203.0010
70
FG ADVISORY SERVICES, LLC. — 's provisional registration is now fully approved. IAPD ↗
$37.4M RAUM · 7 reps · 646-609-2225 EXT. 6 · fgadvisoryservices.com
70
STEELE STREET CAPITAL LLC — 's provisional registration is now fully approved. IAPD ↗
$101.7M RAUM · 1 reps · 207-475-0060
70
EMPOWER PRIVATE WEALTH — 's provisional registration is now fully approved. IAPD ↗
$29.5M RAUM · 1 reps · 941-340-0404 · empowerpw.com
70
MOSTT INC. — 's provisional registration is now fully approved. IAPD ↗
$2,415 RAUM · 1 reps · 310-923-0363 · mostt.co
70
DEGREEN PRIVATE WEALTH, LLC — 's provisional registration is now fully approved. IAPD ↗
$100.3M RAUM · 1 reps · 480-771-7000 · degreenprivatewealth.com
70
HOLISTIC WEALTH ADVISORS — 's provisional registration is now fully approved. IAPD ↗
$234.3M RAUM · 5 reps · 518.357.3858 · holisticwealthadvisors.com
70
SMITH WYND CAPITAL LLC — 's provisional registration is now fully approved. IAPD ↗
$129.4M RAUM · 3 reps · (615) 794-8881 · smithwynd.com
70
INFLECTION CAPITAL MANAGEMENT, LLC — 's provisional registration is now fully approved. IAPD ↗
$188.5M RAUM · 2 reps · 415-805-8682
70
GRP FINANCIAL SERVICES, LLC — 's provisional registration is now fully approved. IAPD ↗
$109.9M RAUM · 5 reps · (207) 622-4494 · grplans.com
70
INVESTABLE — 's provisional registration is now fully approved. IAPD ↗
$19,200 RAUM · 1 reps · 937-369-9275 · myinvestable.com
70
GPS INVESTMENTS — 's provisional registration is now fully approved. IAPD ↗
$124.0M RAUM · 2 reps · 602-558-1211
70
PRESIDIO WEALTH MANAGEMENT — 's provisional registration is now fully approved. IAPD ↗
$175.5M RAUM · 3 reps · 801-290-3201
70
BASTION FIDUCIARY — 's provisional registration is now fully approved. IAPD ↗
$0 RAUM · 6 reps · (786) 706-6651 · lastbastion.com
70
GLOBAL TRUST WEALTH MANAGEMENT LLC — 's provisional registration is now fully approved. IAPD ↗
$207.2M RAUM · 4 reps · 561-207-9696 · globaltrustwealth.com
70
APEX INVESTMENT GROUP — 's provisional registration is now fully approved. IAPD ↗
$101.6M RAUM · 2 reps · 7743510805
70
LRZ CAPITAL LLC — 's provisional registration is now fully approved. IAPD ↗
$220.0M RAUM · 3 reps · 305-809-0395 · lrzcapital.com
70
MON CAPITAL MANAGEMENT LLC — 's provisional registration is now fully approved. IAPD ↗
$107.4M RAUM · 1 reps · 6466435540
70
VIAQUEST ADVISORS LLC — 's provisional registration is now fully approved. IAPD ↗
$138.8M RAUM · 3 reps · 281-335-7609
70
CREATIVE INVESTMENT GROUP — 's provisional registration is now fully approved. IAPD ↗
$145.8M RAUM · 6 reps · 615 949 9629 · creativeinvests.com
70
ANCHOR POINT FINANCIAL — 's provisional registration is now fully approved. IAPD ↗
$186.3M RAUM · 1 reps · 661-484-7712
70
WESTMARK WEALTH MANAGEMENT — 's provisional registration is now fully approved. IAPD ↗
$160.0M RAUM · 4 reps · 602-887-5179 · westmarkwealth.com
70
SMARTHARVEST PORTFOLIOS — 's provisional registration is now fully approved. IAPD ↗
$170.0M RAUM · 1 reps · 206-841-9944 · smartharvestportfolios.com
70
PARADIGM INVESTMENT ADVISORY, LLC — 's provisional registration is now fully approved. IAPD ↗
$182.8M RAUM · 2 reps · 908-450-7402
70
EXCELSIOR ADVISOR NETWORK LLC — 's provisional registration is now fully approved. IAPD ↗
$109.5M RAUM · 4 reps · 773-331-4692 · excelsioradvisor.com
69
H. C. DENISON CO. — reported RAUM up 75% ($101.4M -> $177.3M). IAPD ↗
$177.3M RAUM · 4 reps · 920 457-9451 · hcdenison.com
69
UNITED BROKERAGE SERVICES INC — reported RAUM up 56% ($249.7M -> $389.1M). IAPD ↗
$389.1M RAUM · 53 reps · 888-424-6158 · united-brokerage.com
69
SEM WEALTH MANAGEMENT — reported RAUM up 58% ($584.1M -> $920.5M). IAPD ↗
$920.5M RAUM · 4 reps · 520-749-4580
69
NORTHSTAR FINANCIAL COMPANIES, INC. — reported RAUM up 56% ($284.6M -> $443.3M). IAPD ↗
$443.3M RAUM · 6 reps · 610-629-6100 · northstarfci.com
69
LYNX CAPITAL GROUP LTD — reported RAUM up 59% ($163.8M -> $260.4M). IAPD ↗
$260.4M RAUM · 1 reps · 216-591-1309 · lynxcap.com
69
FRANK, RIMERMAN ADVISORS LLC — reported RAUM up 50% ($2.01B -> $3.02B). IAPD ↗
$3.02B RAUM · 3 reps · 650-845-8100 · frankrimerman.com
69
KLINGMAN AND ASSOCIATES, LLC — reported RAUM up 48% ($3.28B -> $4.84B). IAPD ↗
$4.84B RAUM · 14 reps · 212-867-7647 · klingmanria.com
69
MAD RIVER INVESTORS — reported RAUM up 58% ($213.5M -> $338.3M). IAPD ↗
$338.3M RAUM · 2 reps · 617-728-0333 · mriver.com
69
BAKERAVENUE — reported RAUM up 45% ($2.59B -> $3.77B). IAPD ↗
$3.77B RAUM · 29 reps · 415-986-1110 · bakerave.com
69
KEY INVESTMENT SERVICES LLC — reported RAUM up 46% ($4.19B -> $6.11B). IAPD ↗
$6.11B RAUM · 359 reps · (888) 547-2968 · key.com
69
TRAYNOR CAPITAL MANAGEMENT — reported RAUM up 48% ($1.25B -> $1.85B). IAPD ↗
$1.85B RAUM · 6 reps · 610-993-9050 · traynorcapital.com
69
LARSON FINANCIAL GROUP, LLC — reported RAUM up 47% ($2.74B -> $4.03B). IAPD ↗
$4.03B RAUM · 57 reps · 866.569.2450
69
HECK CAPITAL ADVISORS, LLC — reported RAUM up 45% ($6.66B -> $9.67B). IAPD ↗
$9.67B RAUM · 20 reps · 715-361-1500
69
WAYCROSS PARTNERS, LLC — reported RAUM up 58% ($548.6M -> $865.5M). IAPD ↗
$865.5M RAUM · 6 reps · 502-410-1900 · waycrosspartners.com
69
BELMONT CAPITAL GROUP — reported RAUM up 58% ($589.8M -> $931.4M). IAPD ↗
$931.4M RAUM · 4 reps · 310-203-2670 · belmontcapfunds.com
69
MBIA CAPITAL ADVISORS — reported RAUM up 72% ($135.2M -> $232.0M). IAPD ↗
$232.0M RAUM · 4 reps · 513-324-2201
69
WESTFULLER ADVISORS, LLC — reported RAUM up 49% ($1.43B -> $2.14B). IAPD ↗
$2.14B RAUM · 12 reps · 212-542-5851 · westfulleradvisors.com
69
PEAPOD LANE CAPITAL LLC — reported RAUM up 70% ($63.5M -> $108.2M). IAPD ↗
$108.2M RAUM · 2 reps · 212-265-8940 · peapodlane.com
69
ONE OAK CAPITAL MANAGEMENT, LLC — reported RAUM up 58% ($283.1M -> $447.0M). IAPD ↗
$447.0M RAUM · 12 reps · 914-205-5821 · oneoakcapitalmgmt.com
69
NEWEDGE ADVISORS — reported RAUM up 49% ($18.43B -> $27.38B). IAPD ↗
$27.38B RAUM · 465 reps · 504-459-4391 · risecapitaladvisor.com
69
JOURNEY ADVISORY GROUP, LLC — reported RAUM up 45% ($1.02B -> $1.47B). IAPD ↗
$1.47B RAUM · 13 reps · 859-888-0356
69
WORLD INVESTMENT ADVISORS, LLC — reported RAUM up 49% ($37.76B -> $56.28B). IAPD ↗
$56.28B RAUM · 156 reps · 888-201-5488
69
LIDO — reported RAUM up 48% ($19.66B -> $29.08B). IAPD ↗
$29.08B RAUM · 200 reps · 310-278-8232
69
ONEASCENT FINANCIAL SERVICES LLC — reported RAUM up 46% ($1.79B -> $2.61B). IAPD ↗
$2.61B RAUM · 57 reps · 205-313-9142
69
TALL PINES CAPITAL, LLC — reported RAUM up 72% ($17.4M -> $30.0M). IAPD ↗
$30.0M RAUM · 1 reps · (630) 564-1348 · tallpinescap.com
69
EVERSOURCE WEALTH ADVISORS, LLC — reported RAUM up 47% ($2.69B -> $3.95B). IAPD ↗
$3.95B RAUM · 40 reps · 205-982-5515 · cornerstone360advisors.com
69
PREVAIL INNOVATIVE WEALTH ADVISORS, LLC — reported RAUM up 56% ($501.2M -> $780.0M). IAPD ↗
$780.0M RAUM · 33 reps · 913-295-9500
69
FLORIDA FINANCIAL ADVISORS, LLC — reported RAUM up 60% ($199.0M -> $317.8M). IAPD ↗
$317.8M RAUM · 457 reps · (813) 333-1683
69
PINE RIDGE ADVISERS LLC — reported RAUM up 46% ($3.45B -> $5.06B). IAPD ↗
$5.06B RAUM · 5 reps · 212-273-0463
69
PRINCIPAL ADVISED SERVICES — reported RAUM up 56% ($569.5M -> $887.3M). IAPD ↗
$887.3M RAUM · 215 reps · 866-412-0770
69
QRG CAPITAL MANAGEMENT, INC. — reported RAUM up 48% ($7.65B -> $11.35B). IAPD ↗
$11.35B RAUM · 4 reps · 312-827-2800
69
STEWARD ADVISORS GROUP, LLC — reported RAUM up 73% ($35.5M -> $61.4M). IAPD ↗
$61.4M RAUM · 6 reps · (888) 225-3350 · stewardadvisorsgroup.com
69
SOLID POINT WEALTH ADVISORS, LLC — reported RAUM up 73% ($46.4M -> $80.3M). IAPD ↗
$80.3M RAUM · 5 reps · 518-681-0107 · solidpointwealth.com
69
CHANNEL WEALTH, LLC — reported RAUM up 57% ($530.5M -> $833.0M). IAPD ↗
$833.0M RAUM · 10 reps · 805-898-0893 · channelwealth.com
69
LONGWALL FAMILY OFFICE — reported RAUM up 57% ($207.4M -> $326.1M). IAPD ↗
$326.1M RAUM · 5 reps · 203-209-2785
69
POTENTIA WEALTH — reported RAUM up 57% ($309.9M -> $485.5M). IAPD ↗
$485.5M RAUM · 8 reps · 408-288-7886 · potentiawealth.com
69
MINDSET WEALTH MANAGEMENT, LLC — reported RAUM up 57% ($205.7M -> $323.4M). IAPD ↗
$323.4M RAUM · 4 reps · 317-348-4655 · mindsetwealthmanagement.com
68
J.P. MORGAN SECURITIES LLC — reported RAUM up 41% ($249.73B -> $352.61B). IAPD ↗
$352.61B RAUM · 8097 reps · 800-999-2000
68
R. F. LAFFERTY & CO., INC. — reported RAUM up 68% ($90.9M -> $153.0M). IAPD ↗
$153.0M RAUM · 10 reps · 212-293-9090 · rflafferty.com
68
NORTHLAND ASSET MANAGEMENT — reported RAUM up 52% ($236.7M -> $359.9M). IAPD ↗
$359.9M RAUM · 24 reps · 800-851-2920
68
MEEDER ADVISORY SERVICES, INC. — reported RAUM up 45% ($1.44B -> $2.09B). IAPD ↗
$2.09B RAUM · 38 reps · 866-633-3371 · meederinvestment.com
68
MORNINGSTAR INVESTMENT MANAGEMENT LLC — reported RAUM up 40% ($54.69B -> $76.59B). IAPD ↗
$76.59B RAUM · 113 reps · 312-696-6000
68
NEPC, LLC — reported RAUM up 44% ($95.39B -> $137.33B). IAPD ↗
$137.33B RAUM · 126 reps · 617-374-1300
68
MILLER VALUE PARTNERS, LLC — reported RAUM up 52% ($237.7M -> $362.1M). IAPD ↗
$362.1M RAUM · 3 reps · 410-454-3130 · millervalue.com
68
MISSION WEALTH MANAGEMENT, LP — reported RAUM up 42% ($7.07B -> $10.02B). IAPD ↗
$10.02B RAUM · 97 reps · 805-882-2360
68
MERCURY INVESTMENT GROUP — reported RAUM up 52% ($179.6M -> $272.3M). IAPD ↗
$272.3M RAUM · 5 reps · 901-327-2788 · merc-invest.com
68
APRIO WEALTH MANAGEMENT, LLC — reported RAUM up 44% ($1.84B -> $2.64B). IAPD ↗
$2.64B RAUM · 24 reps · 404-892-9651 · wealth.aprio.com
68
KANE INVESTMENT MANAGEMENT, INC. — reported RAUM up 70% ($129.8M -> $220.6M). IAPD ↗
$220.6M RAUM · 6 reps · 408-358-5263 · kaneinvestment.com
68
JACKSON FINANCIAL SERVICES, LLC — reported RAUM up 53% ($311.9M -> $475.9M). IAPD ↗
$475.9M RAUM · 3 reps · 800-752-2354 · jacksonfinancial.org
68
S.B. VALUE PARTNERS, L.P. — reported RAUM up 41% ($3.55B -> $5.00B). IAPD ↗
$5.00B RAUM · 5 reps · 844-728-2583
68
AVIANCE CAPITAL PARTNERS LLC — reported RAUM up 54% ($632.3M -> $971.0M). IAPD ↗
$971.0M RAUM · 6 reps · 239-598-4747
68
GATOR CAPITAL MANAGEMENT, LLC — reported RAUM up 51% ($244.3M -> $367.7M). IAPD ↗
$367.7M RAUM · 2 reps · (813) 282-7870 · gatorcapital.com
68
CARNEGIE INVESTMENT COUNSEL — reported RAUM up 44% ($4.52B -> $6.52B). IAPD ↗
$6.52B RAUM · 40 reps · 216-367-4114
68
RED DOOR WEALTH MANAGEMENT, LLC — reported RAUM up 41% ($1.79B -> $2.52B). IAPD ↗
$2.52B RAUM · 9 reps · 901-681-0018
68
ASHTON THOMAS PRIVATE WEALTH — reported RAUM up 40% ($2.89B -> $4.05B). IAPD ↗
$4.05B RAUM · 35 reps · 602-732-4745
68
INVESCO MANAGED ACCOUNTS, LLC — reported RAUM up 40% ($17.54B -> $24.61B). IAPD ↗
$24.61B RAUM · 30 reps · 1-866-769-2773 · snwam.com
68
GREENWOOD INVESTORS LLC — reported RAUM up 65% ($70.6M -> $116.5M). IAPD ↗
$116.5M RAUM · 3 reps · 212-920-4207 · gwinvestors.com
68
HICKS CAPITAL MANAGEMENT, LLC — reported RAUM up 54% ($192.7M -> $297.1M). IAPD ↗
$297.1M RAUM · 4 reps · 614-944-5210 · hicks-capital.com
68
DELEGATE ADVISORS, LLC — reported RAUM up 42% ($1.03B -> $1.46B). IAPD ↗
$1.46B RAUM · 12 reps · 919-932-8400 · delegateadvisors.com
68
BRAMSHILL INVESTMENTS, LLC — reported RAUM up 43% ($4.83B -> $6.92B). IAPD ↗
$6.92B RAUM · 31 reps · (239) 920-7310
68
STRATEGY FINANCIAL GROUP — reported RAUM up 54% ($181.5M -> $279.9M). IAPD ↗
$279.9M RAUM · 5 reps · 602-343-9301 · calvingoetz.com
68
MOSAIC ADVISORS — reported RAUM up 53% ($325.6M -> $499.4M). IAPD ↗
$499.4M RAUM · 16 reps · 713-980-4100
68
APELLA WEALTH — reported RAUM up 41% ($3.35B -> $4.71B). IAPD ↗
$4.71B RAUM · 44 reps · 860.785.2260
68
TWELVE POINTS WEALTH MANAGEMENT — reported RAUM up 41% ($1.21B -> $1.70B). IAPD ↗
$1.70B RAUM · 13 reps · 978-318-9500
68
WRENNE FINANCIAL PLANNING LLC — reported RAUM up 65% ($139.9M -> $231.3M). IAPD ↗
$231.3M RAUM · 6 reps · 859-538-6044
68
CREATIVEONE WEALTH, LLC — reported RAUM up 41% ($3.43B -> $4.83B). IAPD ↗
$4.83B RAUM · 197 reps · 913-402-7897 · creativeonewealth.com
68
GUIDELINE INVESTMENTS, LLC — reported RAUM up 41% ($11.71B -> $16.49B). IAPD ↗
$16.49B RAUM · 3 reps · (888) 228-3491
68
BYRON PLACE CAPITAL MANAGEMENT, LLC — reported RAUM up 69% ($28.8M -> $48.8M). IAPD ↗
$48.8M RAUM · 1 reps · 732-841-6641 · byronplacecapital.com
68
DELAP WEALTH ADVISORY, LLC — reported RAUM up 50% ($545.6M -> $819.9M). IAPD ↗
$819.9M RAUM · 4 reps · (503) 697-4118 · delapwa.com
68
MARTIN WEALTH SOLUTIONS — reported RAUM up 50% ($184.1M -> $276.6M). IAPD ↗
$276.6M RAUM · 5 reps · 540-639-4810 · planwellretirehappy.com
68
VESTWELL ADVISORS LLC — reported RAUM up 53% ($279.5M -> $427.1M). IAPD ↗
$427.1M RAUM · 23 reps · 917-979-5358
68
WISS PRIVATE CLIENT ADVISORS, LLC — reported RAUM up 50% ($539.7M -> $809.7M). IAPD ↗
$809.7M RAUM · 6 reps · 973-577-2872 · wiss.com
68
RUNNING OAK CAPITAL LLC — reported RAUM up 54% ($533.7M -> $822.8M). IAPD ↗
$822.8M RAUM · 2 reps · 919-656-3712 · runningoak.com
68
SCALAR GAUGE MANAGEMENT, LLC — reported RAUM up 51% ($192.5M -> $291.1M). IAPD ↗
$291.1M RAUM · 2 reps · (469) 708-2080 · scalargauge.com
68
ARKADIOS WEALTH ADVISORS — reported RAUM up 44% ($2.68B -> $3.86B). IAPD ↗
$3.86B RAUM · 151 reps · 404-445-0035
68
ROBERTSON STEPHENS — reported RAUM up 45% ($4.93B -> $7.14B). IAPD ↗
$7.14B RAUM · 63 reps · 415-500-6810
68
BANORTE ASSET MANAGEMENT, INC. — reported RAUM up 55% ($217.6M -> $336.9M). IAPD ↗
$336.9M RAUM · 16 reps · 713-980-4600
68
BROOKLYN FI, LLC — reported RAUM up 50% ($227.5M -> $341.5M). IAPD ↗
$341.5M RAUM · 10 reps · 718-690-3600
68
PROMETHOS CAPITAL, LLC — reported RAUM up 51% ($578.5M -> $875.3M). IAPD ↗
$875.3M RAUM · 4 reps · 617-535-9240
68
THE AMERIFLEX GROUP — reported RAUM up 43% ($6.52B -> $9.36B). IAPD ↗
$9.36B RAUM · 166 reps · (702) 987-9730 · theameriflexgroup.com
68
IP FINANCIAL ADVISORY SERVICES LLC — reported RAUM up 54% ($297.0M -> $456.1M). IAPD ↗
$456.1M RAUM · 112 reps · 980-326-3335 · ipfinancialservicesllc.com
68
MAIN STREET FINANCIAL SOLUTIONS, LLC — reported RAUM up 41% ($1.77B -> $2.49B). IAPD ↗
$2.49B RAUM · 35 reps · 215-259-5021 · gencapital.com
68
NEW EDGE WEALTH — reported RAUM up 40% ($8.61B -> $12.06B). IAPD ↗
$12.06B RAUM · 70 reps · 2034242262
68
HARPER INVESTING — reported RAUM up 67% ($101.4M -> $169.0M). IAPD ↗
$169.0M RAUM · 4 reps · 408-644-8828 · harperinvesting.com
68
GAMMA INVESTING LLC — reported RAUM up 41% ($1.01B -> $1.42B). IAPD ↗
$1.42B RAUM · 6 reps · 888-585-1755 · gammainvesting.com
68
WHEELHOUSE ADVISORY GROUP, LLC — reported RAUM up 50% ($180.9M -> $271.6M). IAPD ↗
$271.6M RAUM · 7 reps · 636-400-7889 · wheelhouseretirement.com
68
COPPER BEECH FINANCIAL GROUP, LLC — reported RAUM up 68% ($112.6M -> $189.1M). IAPD ↗
$189.1M RAUM · 5 reps · 856-988-8300 · variumip.com
68
49 FINANCIAL — reported RAUM up 54% ($566.2M -> $871.4M). IAPD ↗
$871.4M RAUM · 128 reps · 214-563-1190
68
ENDEAVOR ADVISORS, LLC — reported RAUM up 67% ($106.1M -> $176.9M). IAPD ↗
$176.9M RAUM · 3 reps · 281-326-9902 · endeavor-advisors.com
68
VISDOM INVESTMENT GROUP LLC — reported RAUM up 66% ($110.5M -> $183.5M). IAPD ↗
$183.5M RAUM · 5 reps · (203) 803-7222
68
FORZA INVESTMENT GROUP, LP — reported RAUM up 41% ($1.36B -> $1.92B). IAPD ↗
$1.92B RAUM · 6 reps · 973-315-5394 · forza-ig.com
68
GATEPASS CAPITAL, LLC — reported RAUM up 69% ($103.2M -> $174.6M). IAPD ↗
$174.6M RAUM · 4 reps · 833-428-3727 · gatepass.capital
68
LITTLE RIVER CAPITAL PARTNERS, LP — reported RAUM up 67% ($90.0M -> $150.0M). IAPD ↗
$150.0M RAUM · 4 reps · 917-224-7259
67
AUSDAL FINANCIAL PARTNERS, INC. — reported RAUM up 39% ($1.53B -> $2.13B). IAPD ↗
$2.13B RAUM · 152 reps · 563-326-2064 · waterseedwm.com
67
SILVER OAK SECURITIES, INC. — reported RAUM up 39% ($1.46B -> $2.03B). IAPD ↗
$2.03B RAUM · 106 reps · 731-668-3825 · silveroaksecurities.com
67
PT ASSET MANAGEMENT, LLC — reported RAUM up 37% ($7.00B -> $9.59B). IAPD ↗
$9.59B RAUM · 16 reps · 312-521-1000
67
EARNED WEALTH ADVISORS, LLC — reported RAUM up 35% ($1.42B -> $1.92B). IAPD ↗
$1.92B RAUM · 20 reps · 925.939.2500 · thomasdoll.com
67
SUNCOAST EQUITY MANAGEMENT, LLC — reported RAUM up 37% ($1.36B -> $1.87B). IAPD ↗
$1.87B RAUM · 13 reps · (813) 963-0502 · suncoastequity.com
67
APERIO GROUP, LLC — reported RAUM up 39% ($80.21B -> $111.41B). IAPD ↗
$111.41B RAUM · 90 reps · 415-339-4300 · aperiogroup.com
67
FREEGULLIVER, LLC — reported RAUM up 46% ($548.3M -> $798.1M). IAPD ↗
$798.1M RAUM · 8 reps · 504-899-0300 · freegulliver.com
67
CHALLENGER WEALTH MANAGEMENT — reported RAUM up 46% ($177.3M -> $258.3M). IAPD ↗
$258.3M RAUM · 1 reps · (949) 754-0464
67
ALJEN ASSET MANAGEMENT LLC — reported RAUM up 62% ($126.5M -> $205.4M). IAPD ↗
$205.4M RAUM · 1 reps · 973-316-1212 · aljenam.com
67
MEZZASALMA ADVISORS — reported RAUM up 48% ($231.0M -> $342.2M). IAPD ↗
$342.2M RAUM · 1 reps · 732-842-1120 · mezzadvisors.com
67
BASSO CAPITAL MANAGEMENT, L.P. — reported RAUM up 39% ($1.61B -> $2.23B). IAPD ↗
$2.23B RAUM · 4 reps · 203 352-6100 · bassocap.com
67
BELPOINTE ASSET MANAGEMENT LLC — reported RAUM up 40% ($4.30B -> $6.01B). IAPD ↗
$6.01B RAUM · 151 reps · 2036293300 · belpointe.com
67
COMPOSITION WEALTH, LLC — reported RAUM up 37% ($4.90B -> $6.71B). IAPD ↗
$6.71B RAUM · 46 reps · (310) 246-1243
67
CAIM LLC — reported RAUM up 60% ($111.6M -> $178.9M). IAPD ↗
$178.9M RAUM · 2 reps · 941-388-7249
67
BRIDGE CITY CAPITAL, LLC — reported RAUM up 47% ($267.2M -> $393.2M). IAPD ↗
$393.2M RAUM · 5 reps · 503-265-8554 · bridgecitycap.com
67
VANTAGE WEALTH MANAGEMENT, LLC — reported RAUM up 48% ($606.6M -> $897.4M). IAPD ↗
$897.4M RAUM · 7 reps · 650-638-9600
67
LANIER FINANCIAL GROUP LLC — reported RAUM up 63% ($127.8M -> $208.4M). IAPD ↗
$208.4M RAUM · 8 reps · 404-882-2628 · lanierfinancialgroup.com
67
INTEGRITY INVESTMENT ADVISORS — reported RAUM up 61% ($104.5M -> $168.0M). IAPD ↗
$168.0M RAUM · 2 reps · 303-549-4720
67
KESTRA PRIVATE WEALTH SERVICES, LLC — reported RAUM up 40% ($7.30B -> $10.21B). IAPD ↗
$10.21B RAUM · 198 reps · 844-553-7872
67
CRCM L.P. — reported RAUM up 48% ($546.9M -> $808.8M). IAPD ↗
$808.8M RAUM · 7 reps · 4155785700 · crcmvc.com
67
MARSHALL & STERLING WEALTH ADVISORS, INC. — reported RAUM up 50% ($663.9M -> $995.8M). IAPD ↗
$995.8M RAUM · 7 reps · 845-554-1046
67
HUB INVESTMENT ADVISORS, INC — reported RAUM up 37% ($1.51B -> $2.07B). IAPD ↗
$2.07B RAUM · 7 reps · 402-964-5400
67
STEELPEAK WEALTH, LLC — reported RAUM up 36% ($2.54B -> $3.44B). IAPD ↗
$3.44B RAUM · 29 reps · (818) 835-8720 · steelpeak.com
67
HERITAGE RETIREMENT ADVISORS, LLC — reported RAUM up 46% ($194.5M -> $283.5M). IAPD ↗
$283.5M RAUM · 4 reps · 817-503-0100 · heritage-retirement.com
67
LIND CAPITAL PARTNERS — reported RAUM up 65% ($101.4M -> $167.1M). IAPD ↗
$167.1M RAUM · 5 reps · 312-878-3830 · lindcapitalpartners.com
67
LION STREET ADVISORS, LLC — reported RAUM up 36% ($2.34B -> $3.18B). IAPD ↗
$3.18B RAUM · 138 reps · 512-776-8400 · chansamson.com
67
IFG ADVISORS, LLC — reported RAUM up 48% ($554.0M -> $818.0M). IAPD ↗
$818.0M RAUM · 3 reps · 314-569-0500
67
SHP WEALTH MANAGEMENT, LLC — reported RAUM up 36% ($1.10B -> $1.50B). IAPD ↗
$1.50B RAUM · 29 reps · 508-746-2400 · shpfinancial.com
67
EQUITA FINANCIAL NETWORK, INC. — reported RAUM up 46% ($283.1M -> $412.3M). IAPD ↗
$412.3M RAUM · 18 reps · 800.604.0176
67
CYNOSURE GROUP, LLC — reported RAUM up 35% ($4.86B -> $6.57B). IAPD ↗
$6.57B RAUM · 30 reps · 801-521-3100 · cynosuregroup.com
67
TRILOGY CAPITAL, INC. — reported RAUM up 40% ($1.89B -> $2.63B). IAPD ↗
$2.63B RAUM · 72 reps · 714-843-9977 · trilogyfs.com
67
AE WEALTH MANAGEMENT, LLC — reported RAUM up 39% ($27.08B -> $37.53B). IAPD ↗
$37.53B RAUM · 435 reps · 866-363-9595
67
MOODY, LYNN, LIEBERSON & WALKER, LLC — reported RAUM up 36% ($1.61B -> $2.19B). IAPD ↗
$2.19B RAUM · 8 reps · 617-973-0590 · moodylynn.com
67
RAREVIEW CAPITAL LLC — reported RAUM up 47% ($288.3M -> $423.7M). IAPD ↗
$423.7M RAUM · 2 reps · 212-475-8664
67
ROCKEFELLER CAPITAL MANAGEMENT — reported RAUM up 35% ($51.82B -> $70.03B). IAPD ↗
$70.03B RAUM · 748 reps · 212-549-5100
67
APOLLON WEALTH MANAGEMENT, LLC — reported RAUM up 40% ($5.52B -> $7.72B). IAPD ↗
$7.72B RAUM · 115 reps · 843-579-0018 · tampawealthadvisor.net
67
BEYOND WEALTH MANAGEMENT GROUP, LLC — reported RAUM up 64% ($65.6M -> $107.4M). IAPD ↗
$107.4M RAUM · 3 reps · 845-750-6213 · beyondwm.com
67
SETTANNI FINANCIAL LLC — reported RAUM up 46% ($230.8M -> $336.8M). IAPD ↗
$336.8M RAUM · 4 reps · (914) 767-0974
67
KATHMERE CAPITAL MANAGEMENT, LLC — reported RAUM up 36% ($1.84B -> $2.51B). IAPD ↗
$2.51B RAUM · 14 reps · 610-989-3900
67
BRANDYWINE ASSET MANAGEMENT — reported RAUM up 61% ($140.0M -> $225.0M). IAPD ↗
$225.0M RAUM · 1 reps · 610-361-1000
67
UX WEALTH PARTNERS LLC — reported RAUM up 37% ($1.50B -> $2.06B). IAPD ↗
$2.06B RAUM · 4 reps · 720-797-8357
67
SMART WEALTH, LLC — reported RAUM up 45% ($302.9M -> $440.0M). IAPD ↗
$440.0M RAUM · 16 reps · 402-369-7777
67
NILSINE PARTNERS, LLC — reported RAUM up 38% ($1.24B -> $1.71B). IAPD ↗
$1.71B RAUM · 11 reps · 303-529-5800 · link.edgepilot.com
67
X ADVISORS, LLC — reported RAUM up 61% ($117.8M -> $189.9M). IAPD ↗
$189.9M RAUM · 8 reps · 805-465-9232 · xadvisors.co
67
CALLAN FAMILY OFFICE, LLC — reported RAUM up 40% ($4.77B -> $6.67B). IAPD ↗
$6.67B RAUM · 14 reps · (877) 506-7990
67
FAMILY WEALTH PARTNERS, LLC — reported RAUM up 48% ($210.4M -> $312.1M). IAPD ↗
$312.1M RAUM · 6 reps · (704) 321-0152 · fwpnc.com
67
FINANCIAL NETWORK WEALTH ADVISORS LLC — reported RAUM up 48% ($287.1M -> $425.2M). IAPD ↗
$425.2M RAUM · 5 reps · 801-748-0044
67
KINGSMAN WEALTH MANAGEMENT — reported RAUM up 63% ($120.2M -> $195.6M). IAPD ↗
$195.6M RAUM · 2 reps · 850-565-3780
67
BREAKWATER CAPITAL GROUP — reported RAUM up 45% ($579.7M -> $843.4M). IAPD ↗
$843.4M RAUM · 3 reps · (551) 342-3733 · breakwatercapitalgroup.com
67
STABLEPOINT PARTNERS, LLC — reported RAUM up 49% ($534.7M -> $797.7M). IAPD ↗
$797.7M RAUM · 6 reps · (781) 654-4600 · stablepointpartners.com
67
FRIDAY FINANCIAL — reported RAUM up 63% ($129.1M -> $210.5M). IAPD ↗
$210.5M RAUM · 5 reps · (563) 552-7526
66
LPL FINANCIAL LLC — reported RAUM up 34% ($463.48B -> $618.92B). IAPD ↗
$618.92B RAUM · 28347 reps · 704-733-3300
66
PRIMERICA ADVISORS — reported RAUM up 32% ($8.46B -> $11.16B). IAPD ↗
$11.16B RAUM · 3732 reps · 833-786-0550
66
DOMINARI SECURITIES LLC — reported RAUM up 55% ($26.8M -> $41.6M). IAPD ↗
$41.6M RAUM · 8 reps · 212-393-4500 · dominarisecurities.com
66
WORLD ADVISORY SERVICES — reported RAUM up 32% ($1.32B -> $1.73B). IAPD ↗
$1.73B RAUM · 118 reps · 732-758-9300 · buyholdplus.com, http
66
WESTPARK CAPITAL, INC. — reported RAUM up 59% ($30.0M -> $47.6M). IAPD ↗
$47.6M RAUM · 10 reps · 347-429-8380 · diligentfinancialgroup.com
66
EATON VANCE MANAGEMENT — reported RAUM up 35% ($63.04B -> $84.88B). IAPD ↗
$84.88B RAUM · 189 reps · 617-482-8260
66
PENOBSCOT INVESTMENT MANAGEMENT COMPANY, INC. — reported RAUM up 33% ($1.05B -> $1.39B). IAPD ↗
$1.39B RAUM · 7 reps · 617-227-3111 · pimboston.com
66
WEITZ INVESTMENT MANAGEMENT, INC. — reported RAUM up 32% ($5.15B -> $6.83B). IAPD ↗
$6.83B RAUM · 14 reps · 402-391-1980 · weitzinvestments.com
66
LAW & ASSOCIATES INC — reported RAUM up 42% ($214.2M -> $304.6M). IAPD ↗
$304.6M RAUM · 3 reps · [301]229-8500
66
POTOMAC FUND MANAGEMENT — reported RAUM up 33% ($1.39B -> $1.86B). IAPD ↗
$1.86B RAUM · 24 reps · (305) 824-2702 · potomac.com
66
DRIEHAUS CAPITAL MANAGEMENT LLC — reported RAUM up 30% ($15.17B -> $19.76B). IAPD ↗
$19.76B RAUM · 28 reps · 312-587-3800
66
CHARLES SCHWAB INVESTMENT MANAGEMENT, INC — reported RAUM up 31% ($1098.81B -> $1436.97B). IAPD ↗
$1436.97B RAUM · 173 reps · 415-667-9200
66
ONEDIGITAL — reported RAUM up 33% ($107.10B -> $142.60B). IAPD ↗
$142.60B RAUM · 333 reps · 877-742-2021
66
NATIXIS ADVISORS, LLC — reported RAUM up 34% ($63.77B -> $85.23B). IAPD ↗
$85.23B RAUM · 70 reps · 617-449-2802
66
FULLER & THALER ASSET MANAGEMENT INC — reported RAUM up 33% ($20.40B -> $27.11B). IAPD ↗
$27.11B RAUM · 11 reps · 650-931-1500 · fullerthalerfunds.com
66
ADELL HARRIMAN & CARPENTER — reported RAUM up 32% ($1.33B -> $1.76B). IAPD ↗
$1.76B RAUM · 5 reps · 713-621-1155 · ahcinvest.com
66
MOON CAPITAL MANAGEMENT, LLC — reported RAUM up 42% ($278.4M -> $395.2M). IAPD ↗
$395.2M RAUM · 3 reps · 865-546-1234 · mooncap.com
66
SEIA — reported RAUM up 32% ($14.21B -> $18.73B). IAPD ↗
$18.73B RAUM · 99 reps · 310-712-2323
66
DOLAN MCENIRY CAPITAL MANAGEMENT LLC — reported RAUM up 33% ($9.49B -> $12.62B). IAPD ↗
$12.62B RAUM · 15 reps · 312-345-4800
66
BUCKHEAD CAPITAL MANAGEMENT, LLC — reported RAUM up 32% ($3.92B -> $5.17B). IAPD ↗
$5.17B RAUM · 12 reps · 404-720-8800 · buckheadcapital.com
66
BOREAL CAPITAL MANAGEMENT LLC — reported RAUM up 34% ($1.38B -> $1.84B). IAPD ↗
$1.84B RAUM · 28 reps · 305-459-5400 · borealcm.com
66
MAIN STREET RESEARCH LLC — reported RAUM up 31% ($1.82B -> $2.38B). IAPD ↗
$2.38B RAUM · 16 reps · 860.435.2350
66
TRUE NORTH ADVISORS, LLC — reported RAUM up 34% ($3.34B -> $4.48B). IAPD ↗
$4.48B RAUM · 28 reps · 214-360-7300 · truenorthadvisors.com
66
WEALTH ENHANCEMENT ADVISORY SERVICES, LLC — reported RAUM up 31% ($72.02B -> $94.63B). IAPD ↗
$94.63B RAUM · 730 reps · 763-417-1700
66
JAMES RIVER ASSET MANAGEMENT, LLC — reported RAUM up 58% ($149.1M -> $236.0M). IAPD ↗
$236.0M RAUM · 4 reps · 804-323-0517 · jamesriverwealth.com
66
HOWARD CAPITAL MANAGEMENT, INC. — reported RAUM up 31% ($5.23B -> $6.87B). IAPD ↗
$6.87B RAUM · 15 reps · 770-642-4902 · hcmguidedretirement.com
66
WINDSOR ADVISORY GROUP, LLC — reported RAUM up 30% ($1.98B -> $2.58B). IAPD ↗
$2.58B RAUM · 14 reps · 614-545-0300
66
FIFTH AVENUE FAMILY OFFICE — reported RAUM up 43% ($633.4M -> $908.5M). IAPD ↗
$908.5M RAUM · 4 reps · 239-262-6300 · fifthavenuefamily.com
66
GREAT VALLEY ADVISOR GROUP, INC. — reported RAUM up 33% ($7.34B -> $9.73B). IAPD ↗
$9.73B RAUM · 191 reps · 302-483-7200 · cappyscpa.com
66
WARTHER PRIVATE WEALTH — reported RAUM up 42% ($261.7M -> $371.3M). IAPD ↗
$371.3M RAUM · 2 reps · 330-867-6999
66
THE STRATEGIC FINANCIAL ALLIANCE — reported RAUM up 41% ($334.0M -> $470.9M). IAPD ↗
$470.9M RAUM · 46 reps · 678-954-4000 · thesfa.net
66
PROVENANCE WEALTH ADVISORS — reported RAUM up 35% ($2.62B -> $3.52B). IAPD ↗
$3.52B RAUM · 21 reps · 954-712-8888
66
OAKBOURNE ADVISORS — reported RAUM up 45% ($195.7M -> $283.6M). IAPD ↗
$283.6M RAUM · 7 reps · 908-850-9991 · nstarinvest.com
66
NEWBRIDGE FINANCIAL SERVICES GROUP, INC. — reported RAUM up 44% ($566.2M -> $813.5M). IAPD ↗
$813.5M RAUM · 66 reps · 954-334-3450 · elwealthadvisors.com
66
NAVIGATION GROUP LLC — reported RAUM up 44% ($644.2M -> $927.5M). IAPD ↗
$927.5M RAUM · 5 reps · 650-595-1700 · navigationgroup.com
66
NXG INVESTMENT MANAGEMENT — reported RAUM up 33% ($1.11B -> $1.48B). IAPD ↗
$1.48B RAUM · 5 reps · 214-692-6334 · nxgim.com
66
CLIFFWATER LLC — reported RAUM up 31% ($26.71B -> $35.09B). IAPD ↗
$35.09B RAUM · 102 reps · 310-448-5000 · cliffwater.com
66
NEPSIS, INC. — reported RAUM up 42% ($350.8M -> $497.8M). IAPD ↗
$497.8M RAUM · 25 reps · 952-746-2003
66
FORT POINT CAPITAL PARTNERS LLC — reported RAUM up 34% ($1.49B -> $2.00B). IAPD ↗
$2.00B RAUM · 16 reps · (415) 449-0570 · fortpointcap.com
66
WESTFIELD CAPITAL MANAGEMENT COMPANY, L.P. — reported RAUM up 34% ($17.56B -> $23.55B). IAPD ↗
$23.55B RAUM · 19 reps · (617) 428-7100
66
MERCER GLOBAL ADVISORS INC. — reported RAUM up 33% ($45.35B -> $60.26B). IAPD ↗
$60.26B RAUM · 741 reps · (888) 885-8101
66
CAPRICORN INVESTMENT GROUP LLC — reported RAUM up 33% ($9.40B -> $12.47B). IAPD ↗
$12.47B RAUM · 12 reps · 650-331-8800 · capricornllc.com
66
ROUNDVIEW CAPITAL, LLC — reported RAUM up 33% ($1.41B -> $1.88B). IAPD ↗
$1.88B RAUM · 5 reps · 609-688-9500 · roundviewcapital.com
66
MILLBURN RIDGEFIELD LLC — reported RAUM up 31% ($6.84B -> $8.97B). IAPD ↗
$8.97B RAUM · 23 reps · 212-332-7300
66
16TH AMENDMENT ADVISORS LLC — reported RAUM up 41% ($228.8M -> $323.6M). IAPD ↗
$323.6M RAUM · 6 reps · 212-332-1600 · 16rock.com
66
HHM WEALTH ADVISORS, LLC — reported RAUM up 32% ($1.07B -> $1.41B). IAPD ↗
$1.41B RAUM · 13 reps · 423-826-1670
66
FORT SHERIDAN ADVISORS LLC — reported RAUM up 40% ($647.9M -> $908.9M). IAPD ↗
$908.9M RAUM · 5 reps · 847-559-9700 · karmincapital.com
66
MERIDIAN WEALTH MANAGEMENT, LLC — reported RAUM up 34% ($2.91B -> $3.89B). IAPD ↗
$3.89B RAUM · 53 reps · 859-543-4516
66
VERUS CAPITAL PARTNERS, LLC — reported RAUM up 32% ($1.56B -> $2.07B). IAPD ↗
$2.07B RAUM · 38 reps · 480-990-3719 · guardianwb.com
66
EXPAND FINANCIAL, LLC — reported RAUM up 31% ($1.40B -> $1.84B). IAPD ↗
$1.84B RAUM · 3 reps · 720-387-8158 · expandfinancial.com
66
SELECT MONEY MANAGEMENT, INC. — reported RAUM up 35% ($1.11B -> $1.49B). IAPD ↗
$1.49B RAUM · 8 reps · 949-975-7900 · selectportfolio.com
66
EMPIRICAL ASSET MANAGEMENT, LLC — reported RAUM up 42% ($328.7M -> $467.0M). IAPD ↗
$467.0M RAUM · 11 reps · 781-431-2223 · empiricalam.com
66
CWA ASSET MANAGEMENT GROUP — reported RAUM up 32% ($2.53B -> $3.34B). IAPD ↗
$3.34B RAUM · 30 reps · 239-434-7434
66
CANTOR FITZGERALD INVESTMENT ADVISORS — reported RAUM up 34% ($1.78B -> $2.38B). IAPD ↗
$2.38B RAUM · 7 reps · (212) 915-1722 · cantor.com
66
CV ADVISORS LLC — reported RAUM up 33% ($9.68B -> $12.86B). IAPD ↗
$12.86B RAUM · 19 reps · 305-358-5990 · cv-advisors.com
66
UNIO CAPITAL LLC — reported RAUM up 44% ($219.8M -> $315.4M). IAPD ↗
$315.4M RAUM · 5 reps · 212-920-2000
66
ELM WEALTH — reported RAUM up 34% ($1.50B -> $2.02B). IAPD ↗
$2.02B RAUM · 5 reps · (888) 676-3148
66
QUINT INVESTMENTS AND INSURANCE — reported RAUM up 58% ($56.0M -> $88.5M). IAPD ↗
$88.5M RAUM · 8 reps · 845-345-3628 · quintii.com
66
J. HAGAN CAPITAL, INC. — reported RAUM up 41% ($185.6M -> $260.9M). IAPD ↗
$260.9M RAUM · 7 reps · (502) 690-5635
66
EXCEED ADVISORY LLC — reported RAUM up 56% ($49.1M -> $76.7M). IAPD ↗
$76.7M RAUM · 2 reps · 646-580-7046
66
MCADAM LLC — reported RAUM up 32% ($1.74B -> $2.29B). IAPD ↗
$2.29B RAUM · 138 reps · (888) 614-5323
66
IHT WEALTH MANAGEMENT LLC — reported RAUM up 32% ($4.82B -> $6.38B). IAPD ↗
$6.38B RAUM · 153 reps · 855-295-2828
66
CITRINE CAPITAL — reported RAUM up 43% ($194.6M -> $278.1M). IAPD ↗
$278.1M RAUM · 5 reps · (415) 494-8262 · citrinecapitaladvisors.com
66
MONECO ADVISORS — reported RAUM up 30% ($1.47B -> $1.92B). IAPD ↗
$1.92B RAUM · 43 reps · 203-319-3550 · monecoadvisors.com
66
WEALTHCARE ADVISORY PARTNERS LLC — reported RAUM up 32% ($4.54B -> $6.02B). IAPD ↗
$6.02B RAUM · 154 reps · 804.644.4711
66
CASILIO LEITCH INVESTMENTS — reported RAUM up 55% ($151.3M -> $235.1M). IAPD ↗
$235.1M RAUM · 4 reps · 925-448-2215 · clpwm.com
66
STEWARDSHIP ADVISORS, LLC — reported RAUM up 44% ($321.2M -> $461.5M). IAPD ↗
$461.5M RAUM · 9 reps · (717) 492-4787 · mystewardshipadvisor.com
66
PENNINGTON PARTNERS & CO., LLC — reported RAUM up 33% ($2.97B -> $3.95B). IAPD ↗
$3.95B RAUM · 15 reps · 202-370-6435 · pennington.addepar.com
66
WEST RIDGE ADVISORS — reported RAUM up 42% ($188.6M -> $268.1M). IAPD ↗
$268.1M RAUM · 10 reps · (702) 547-9483 · westridgeadvisors.com
66
INVST, LLC — reported RAUM up 33% ($1.35B -> $1.79B). IAPD ↗
$1.79B RAUM · 39 reps · 317-202-1891 · levinefinancial.net
66
ONESEVEN — reported RAUM up 32% ($3.68B -> $4.85B). IAPD ↗
$4.85B RAUM · 95 reps · 216-865-1700
66
TRANSFORM WEALTH, LLC — reported RAUM up 34% ($2.51B -> $3.38B). IAPD ↗
$3.38B RAUM · 18 reps · 303-741-2560 · transformwealth.com
66
OREI ADVISORS LP — reported RAUM up 31% ($1.31B -> $1.71B). IAPD ↗
$1.71B RAUM · 21 reps · 650-681-0185 · ohanare.com
66
GPS WEALTH STRATEGIES GROUP, LLC — reported RAUM up 33% ($1.07B -> $1.42B). IAPD ↗
$1.42B RAUM · 26 reps · 7204145412 · lizwindisch.com
66
ABOUND WEALTH MANAGEMENT, LLC — reported RAUM up 31% ($1.07B -> $1.39B). IAPD ↗
$1.39B RAUM · 22 reps · 615-226-3667 · moneyguy.com
66
VIDENT ASSET MANAGEMENT — reported RAUM up 35% ($8.99B -> $12.09B). IAPD ↗
$12.09B RAUM · 8 reps · 404-267-1501 · videntam.com
66
FSAM LLC — reported RAUM up 58% ($71.5M -> $112.9M). IAPD ↗
$112.9M RAUM · 8 reps · 770-777-9373 · fssec.com
66
ALERA INVESTMENT ADVISORS, LLC — reported RAUM up 31% ($2.73B -> $3.57B). IAPD ↗
$3.57B RAUM · 53 reps · (847) 457-3000 · aleragroup.com
66
POST ROAD GROUP LLC — reported RAUM up 34% ($1.49B -> $1.99B). IAPD ↗
$1.99B RAUM · 20 reps · 203-518-8460
66
MONON WEALTH MANAGEMENT — reported RAUM up 45% ($312.2M -> $452.2M). IAPD ↗
$452.2M RAUM · 7 reps · (317) 993-3999
66
CREDICORP CAPITAL ADVISORS LLC — reported RAUM up 42% ($694.6M -> $983.4M). IAPD ↗
$983.4M RAUM · 10 reps · 305-455-0975 · credicorpcapital.com
66
ANDERSON FINANCIAL STRATEGIES, LLC — reported RAUM up 42% ($245.7M -> $348.1M). IAPD ↗
$348.1M RAUM · 5 reps · (855)237-4545
66
CROAK CAPITAL — reported RAUM up 41% ($213.1M -> $300.2M). IAPD ↗
$300.2M RAUM · 6 reps · 419-464-7000
66
AARON WEALTH ADVISORS — reported RAUM up 34% ($1.95B -> $2.61B). IAPD ↗
$2.61B RAUM · 9 reps · 312-506-5780 · aaronwealth.com
66
MODEL WEALTH — reported RAUM up 43% ($200.3M -> $286.1M). IAPD ↗
$286.1M RAUM · 4 reps · (630) 381-1170 · modelwealth.com
66
STOKES FAMILY OFFICE LLC — reported RAUM up 32% ($1.87B -> $2.48B). IAPD ↗
$2.48B RAUM · 10 reps · (504) 399-4100 · stokesfamilyoffice.com
66
ECIO, INC. — reported RAUM up 59% ($146.0M -> $231.7M). IAPD ↗
$231.7M RAUM · 4 reps · 608-291-4646 · getecio.com
66
F/M INVESTMENTS LLC — reported RAUM up 32% ($12.85B -> $16.90B). IAPD ↗
$16.90B RAUM · 38 reps · 202-839-4910
66
GREENBRIDGE PARTNERS LLC — reported RAUM up 43% ($178.7M -> $254.8M). IAPD ↗
$254.8M RAUM · 1 reps · 863-688-5938
66
QUILITY FINANCIAL ADVISORS — reported RAUM up 60% ($44.5M -> $71.0M). IAPD ↗
$71.0M RAUM · 15 reps · 321-888-2599
66
FAITHWARD CAPITAL — reported RAUM up 44% ($631.2M -> $906.1M). IAPD ↗
$906.1M RAUM · 4 reps · (844) 970-4055 · sevenonesevencapital.com
66
LEGADO WEALTH MANAGEMENT LLC — reported RAUM up 55% ($16.4M -> $25.4M). IAPD ↗
$25.4M RAUM · 1 reps · 212-697-3420 · legadowealth.com
66
SWAN CAPITAL — reported RAUM up 41% ($190.7M -> $268.9M). IAPD ↗
$268.9M RAUM · 4 reps · (850) 380-9558
66
NATIONAL INVESTMENT SERVICES OF AMERICA, LLC — reported RAUM up 31% ($9.85B -> $12.91B). IAPD ↗
$12.91B RAUM · 25 reps · 414.765.1980 · nisi.net
66
HOXTON WEALTH USA LLC — reported RAUM up 44% ($326.3M -> $470.0M). IAPD ↗
$470.0M RAUM · 37 reps · 737-249-9620
66
ALPHA CAPITAL FAMILY OFFICE, LLC — reported RAUM up 55% ($140.2M -> $217.4M). IAPD ↗
$217.4M RAUM · 8 reps · 303-900-1911 · acfamilyoffice.com
66
GRANTVEST FINANCIAL GROUP LLC — reported RAUM up 59% ($107.0M -> $170.0M). IAPD ↗
$170.0M RAUM · 5 reps · (732) 970-6659 · grantvest.com
66
CW ADVISORS, LLC — reported RAUM up 34% ($6.92B -> $9.30B). IAPD ↗
$9.30B RAUM · 62 reps · (617) 428-7600 · cwadvisorsgroup.com
66
CYPRESS CAPITAL WEALTH MANAGEMENT LLC — reported RAUM up 57% ($149.5M -> $234.6M). IAPD ↗
$234.6M RAUM · 1 reps · (734) 228-0460
66
ROLLINS FINANCIAL ADVISORS, LLC — reported RAUM up 30% ($1.06B -> $1.38B). IAPD ↗
$1.38B RAUM · 7 reps · 404-892-7967 · focusfinancialpartners.com
66
ESSENTIAL PARTNERS LLC — reported RAUM up 45% ($224.7M -> $325.1M). IAPD ↗
$325.1M RAUM · 1 reps · 213-878-0074 · essentialp.com
66
ELDRED ROCK PARTNERS, LLC — reported RAUM up 44% ($337.9M -> $487.6M). IAPD ↗
$487.6M RAUM · 5 reps · 726-208-0800 · eldredrock.com
66
HIGHPOINT PLANNING PARTNERS — reported RAUM up 33% ($3.00B -> $4.00B). IAPD ↗
$4.00B RAUM · 100 reps · 630-719-9222
66
SK ADVISOR NETWORK, LLC — reported RAUM up 57% ($105.4M -> $165.2M). IAPD ↗
$165.2M RAUM · 2 reps · (214) 379-3336
66
PEAK RETIREMENT PLANNING, INC. — reported RAUM up 60% ($151.9M -> $242.5M). IAPD ↗
$242.5M RAUM · 14 reps · (614) 500-4121 · peakretirementplanning.com
66
VALIDUS CAPITAL LLC — reported RAUM up 33% ($1.63B -> $2.18B). IAPD ↗
$2.18B RAUM · 7 reps · (424) 499-1360 · validus-cap.com
66
MDRN CAPITAL — reported RAUM up 58% ($101.6M -> $160.9M). IAPD ↗
$160.9M RAUM · 23 reps · 410-533-9966
66
THREE SEASONS WEALTH — reported RAUM up 45% ($250.0M -> $361.7M). IAPD ↗
$361.7M RAUM · 6 reps · 801-662-0585 · threeseasonswealth.com
66
EIGHT 31 FINANCIAL, LLC — reported RAUM up 41% ($350.5M -> $494.3M). IAPD ↗
$494.3M RAUM · 3 reps · 423-282-0251
66
LEGACY EDGE ADVISORS — reported RAUM up 43% ($627.0M -> $896.2M). IAPD ↗
$896.2M RAUM · 12 reps · 516-447-4200
66
QUANTIFY FUNDS — reported RAUM up 59% ($35.6M -> $56.7M). IAPD ↗
$56.7M RAUM · 3 reps · 917-696-6359 · quantifyfunds.com
66
POMONA WEALTH MANAGEMENT, LLC — reported RAUM up 57% ($105.4M -> $165.2M). IAPD ↗
$165.2M RAUM · 2 reps · 509-643-6028 · pomonawm.com
66
SILVER LAKE CAPITAL PARTNERS — reported RAUM up 57% ($149.7M -> $234.6M). IAPD ↗
$234.6M RAUM · 2 reps · 972-701-2040 · silverlakecp.com
66
DIVERSIFIED, LLC — reported RAUM up 34% ($1.55B -> $2.08B). IAPD ↗
$2.08B RAUM · 28 reps · 302-765-3500
66
AUTOPILOT — reported RAUM up 45% ($319.5M -> $462.0M). IAPD ↗
$462.0M RAUM · 0 reps · 646-574-4316
65
WELLS FARGO ADVISORS — reported RAUM up 28% ($154.19B -> $197.36B). IAPD ↗
$197.36B RAUM · 2274 reps · 314-875-3000 · stories.wf.com
65
DUNHAM & ASSOCIATES INVESTMENT COUNSEL, INC. — reported RAUM up 26% ($3.76B -> $4.74B). IAPD ↗
$4.74B RAUM · 9 reps · 858-964-0500
65
CAPITOL SECURITIES MANAGEMENT, INC. — reported RAUM up 30% ($1.40B -> $1.82B). IAPD ↗
$1.82B RAUM · 126 reps · 888-612-1484
65
OFG FINANCIAL SERVICES, INC. — reported RAUM up 38% ($196.0M -> $270.0M). IAPD ↗
$270.0M RAUM · 37 reps · 785-233-4071 · ofgfinancial.com
65
PARK AVENUE SECURITIES LLC — reported RAUM up 26% ($11.88B -> $15.00B). IAPD ↗
$15.00B RAUM · 1963 reps · 1-888-600-4667 · vestwise.com
65
MIDWESTERN SECURITIES TRADING CO.,LLC — reported RAUM up 29% ($1.26B -> $1.63B). IAPD ↗
$1.63B RAUM · 41 reps · 309-699-6786
65
STRATEGIC ADVISERS LLC — reported RAUM up 29% ($824.74B -> $1067.66B). IAPD ↗
$1067.66B RAUM · 16178 reps · 617-563-7000 · reddit.com
65
OBERWEIS ASSET MANAGEMENT INC — reported RAUM up 30% ($3.04B -> $3.94B). IAPD ↗
$3.94B RAUM · 16 reps · 630-577-2300 · oberweis.net
65
DANA INVESTMENT ADVISORS INC — reported RAUM up 28% ($4.51B -> $5.76B). IAPD ↗
$5.76B RAUM · 27 reps · 262-782-3631 · danainvestment.com
65
PDS PLANNING INC — reported RAUM up 29% ($1.39B -> $1.79B). IAPD ↗
$1.79B RAUM · 11 reps · 614-481-8449 · pdsplanning.com
65
EVERHART ADVISORS — reported RAUM up 30% ($1.45B -> $1.87B). IAPD ↗
$1.87B RAUM · 26 reps · 614-717-9705
65
EAGLE GLOBAL ADVISORS LLC — reported RAUM up 27% ($1.94B -> $2.46B). IAPD ↗
$2.46B RAUM · 10 reps · 713-952-3550 · eagleglobal.com
65
HUTNER CAPITAL MANAGEMENT INC. — reported RAUM up 40% ($193.9M -> $270.7M). IAPD ↗
$270.7M RAUM · 3 reps · 802-366-8157 · hutnercapital.com
65
FINANCIAL MANAGEMENT, INC. — reported RAUM up 53% ($118.1M -> $181.2M). IAPD ↗
$181.2M RAUM · 3 reps · 501-227-7400 · fmioffice.com
65
LADENBURG THALMANN ASSET MANAGEMENT INC — reported RAUM up 30% ($4.32B -> $5.61B). IAPD ↗
$5.61B RAUM · 14 reps · 800-995-5267
65
PECONIC PARTNERS LLC — reported RAUM up 29% ($1.42B -> $1.84B). IAPD ↗
$1.84B RAUM · 5 reps · 212-904-0440 · peconic.com
65
COMMUNITY CAPITAL MANAGEMENT, LLC — reported RAUM up 25% ($5.00B -> $6.26B). IAPD ↗
$6.26B RAUM · 17 reps · 877-272-1977
65
LASALLE ST. INVESTMENT ADVISORS, L.L.C. — reported RAUM up 25% ($3.48B -> $4.35B). IAPD ↗
$4.35B RAUM · 137 reps · 630-600-0500
65
SLOY, DAHL & HOLST, LLC — reported RAUM up 26% ($1.34B -> $1.68B). IAPD ↗
$1.68B RAUM · 5 reps · 503-248-9800 · sdh-inc.com
65
J.P. MORGAN PRIVATE INVESTMENTS INC. — reported RAUM up 28% ($292.91B -> $375.63B). IAPD ↗
$375.63B RAUM · 73 reps · 212-464-2070 · sixcirclesfunds.com
65
CG ADVISORY SERVICES — reported RAUM up 25% ($3.22B -> $4.02B). IAPD ↗
$4.02B RAUM · 69 reps · 517-339-7662
65
ALLWORTH FINANCIAL, L.P. — reported RAUM up 30% ($19.31B -> $25.10B). IAPD ↗
$25.10B RAUM · 151 reps · 916-482-2196 · georgemckelvey.com
65
COLLEY ASSET MANAGEMENT, INC. — reported RAUM up 40% ($252.6M -> $353.6M). IAPD ↗
$353.6M RAUM · 1 reps · 518-581-0500 · colleyassetmgmt.com
65
ADVISORS CAPITAL MANAGEMENT, LLC — reported RAUM up 27% ($7.44B -> $9.47B). IAPD ↗
$9.47B RAUM · 41 reps · 201-447-3400 · bridgeviewwealth.com
65
J. W. COLE ADVISORS, INC. — reported RAUM up 25% ($5.74B -> $7.20B). IAPD ↗
$7.20B RAUM · 434 reps · (813) 935-6776
65
BCS WEALTH MANAGEMENT, LLC — reported RAUM up 35% ($599.4M -> $811.6M). IAPD ↗
$811.6M RAUM · 8 reps · 423-283-9821
65
BEACON POINTE ADVISORS, LLC — reported RAUM up 27% ($31.28B -> $39.84B). IAPD ↗
$39.84B RAUM · 355 reps · 949-718-1600
65
CHARTER OAK CAPITAL MANAGEMENT — reported RAUM up 28% ($1.11B -> $1.42B). IAPD ↗
$1.42B RAUM · 14 reps · 800-646-5720
65
RETIREMENT PLAN ADVISORS, LLC — reported RAUM up 28% ($1.47B -> $1.88B). IAPD ↗
$1.88B RAUM · 44 reps · 312-701-1100 · retirementplanadvisors.com
65
INDEPENDENT FINANCIAL PARTNERS — reported RAUM up 28% ($9.76B -> $12.54B). IAPD ↗
$12.54B RAUM · 261 reps · 813-341-0960
65
SOWELL MANAGEMENT — reported RAUM up 27% ($3.33B -> $4.23B). IAPD ↗
$4.23B RAUM · 87 reps · 501-219-2434
65
AVIDIAN WEALTH SOLUTIONS — reported RAUM up 28% ($3.11B -> $3.99B). IAPD ↗
$3.99B RAUM · 32 reps · 281-822-8800 · retirementsurvivalguide.com
65
PRUDENT INVESTORS — reported RAUM up 39% ($295.4M -> $409.3M). IAPD ↗
$409.3M RAUM · 4 reps · 760-597-9255
65
CHICKASAW CAPITAL MANAGEMENT, LLC — reported RAUM up 28% ($1.97B -> $2.53B). IAPD ↗
$2.53B RAUM · 10 reps · 901-537-1866 · chickasawcap.com
65
TRADITION WEALTH MANAGEMENT LLC — reported RAUM up 28% ($1.52B -> $1.95B). IAPD ↗
$1.95B RAUM · 28 reps · 952-563-6500 · traditionwealthmanagement.com
65
MAPLE CAPITAL MANAGEMENT, INC. — reported RAUM up 27% ($1.72B -> $2.19B). IAPD ↗
$2.19B RAUM · 26 reps · 802-229-2838 · maplecapital.com
65
PERIGON WEALTH MANAGEMENT, LLC — reported RAUM up 26% ($6.94B -> $8.71B). IAPD ↗
$8.71B RAUM · 82 reps · (877) 977-2555
65
J. SAFRA ASSET MANAGEMENT CORPORATION — reported RAUM up 25% ($3.68B -> $4.60B). IAPD ↗
$4.60B RAUM · 6 reps · 212-704-5553
65
WATERLOO CAPITAL — reported RAUM up 29% ($1.30B -> $1.69B). IAPD ↗
$1.69B RAUM · 37 reps · 512-777-5900
65
TIETON CAPITAL MANAGEMENT — reported RAUM up 38% ($194.7M -> $269.2M). IAPD ↗
$269.2M RAUM · 2 reps · 509-965-6488 · tietoncapital.com
65
KOVACK ADVISORS, INC. — reported RAUM up 29% ($4.29B -> $5.53B). IAPD ↗
$5.53B RAUM · 305 reps · 954-782-4771
65
HARDY REED, LLC — reported RAUM up 26% ($1.87B -> $2.36B). IAPD ↗
$2.36B RAUM · 13 reps · 662-823-4722 · hardyreed.com
65
COPPERWYND FINANCIAL — reported RAUM up 36% ($530.6M -> $720.1M). IAPD ↗
$720.1M RAUM · 5 reps · 480-348-2100 · copperwyndfinancial.com
65
JAFFE TILCHIN INVESTMENT PARTNERS, LLC — reported RAUM up 25% ($1.47B -> $1.84B). IAPD ↗
$1.84B RAUM · 34 reps · 813-963-2500 · jaffetilchin.com
65
BESPOKE INVESTMENT GROUP, LLC — reported RAUM up 51% ($51.2M -> $77.4M). IAPD ↗
$77.4M RAUM · 5 reps · 914-315-1248
65
PURE FINANCIAL ADVISORS, LLC — reported RAUM up 27% ($6.29B -> $8.02B). IAPD ↗
$8.02B RAUM · 64 reps · 866-876-7873 · purefinancial.com
65
SMITH ANGLIN FINANCIAL, LLC — reported RAUM up 28% ($1.57B -> $2.01B). IAPD ↗
$2.01B RAUM · 16 reps · (972) 267-1244
65
SCHRODERS CAPITAL MANAGEMENT (US) INC. — reported RAUM up 25% ($23.16B -> $29.06B). IAPD ↗
$29.06B RAUM · 90 reps · 1-212-488-5330 · schroderscapital.com
65
HIGHTOWER ADVISORS, LLC — reported RAUM up 27% ($130.24B -> $164.79B). IAPD ↗
$164.79B RAUM · 889 reps · 312-962-3800 · alinewealth.com
65
PROSPERITY FINANCIAL GROUP, INC. — reported RAUM up 37% ($261.7M -> $358.9M). IAPD ↗
$358.9M RAUM · 9 reps · 925-314-8500
65
ADVISORY SERVICES NETWORK — reported RAUM up 26% ($6.82B -> $8.62B). IAPD ↗
$8.62B RAUM · 208 reps · 770-352-0449
65
GLASHOFER FINANCIAL ADVISORS — reported RAUM up 38% ($203.3M -> $281.3M). IAPD ↗
$281.3M RAUM · 2 reps · 301-424-4432
65
UNITED ADVISORS AMERICA — reported RAUM up 36% ($260.2M -> $353.7M). IAPD ↗
$353.7M RAUM · 22 reps · 877-443-0610
65
LIGHTHOUSE RETIREMENT — reported RAUM up 52% ($139.0M -> $211.9M). IAPD ↗
$211.9M RAUM · 1 reps · 772-299-7169 · lighthouseretirement.com
65
CHICAGO PARTNERS INVESTMENT GROUP LLC — reported RAUM up 30% ($4.59B -> $5.96B). IAPD ↗
$5.96B RAUM · 46 reps · 312 284 6363
65
JACOBI CAPITAL MANAGEMENT, LLC — reported RAUM up 29% ($1.69B -> $2.19B). IAPD ↗
$2.19B RAUM · 24 reps · 570-826-1801
65
HAVEN WEALTH GROUP — reported RAUM up 39% ($285.6M -> $397.8M). IAPD ↗
$397.8M RAUM · 9 reps · 713-980-8820
65
PARADIGM WEALTH MANAGEMENT, LLC — reported RAUM up 37% ($347.9M -> $475.6M). IAPD ↗
$475.6M RAUM · 6 reps · 440-892-5900 · investpwm.com
65
CAPWEALTH ADVISORS, LLC — reported RAUM up 26% ($1.35B -> $1.70B). IAPD ↗
$1.70B RAUM · 11 reps · 615-778-0740
65
SOVEREIGN INVESTMENT ADVISORS LLC — reported RAUM up 28% ($2.33B -> $2.99B). IAPD ↗
$2.99B RAUM · 6 reps · 480-385-2850 · sovereigninvestmentadvisors.com
65
TEMPLETON & PHILLIPS CAPITAL MANAGEMENT, LLC — reported RAUM up 37% ($202.4M -> $278.1M). IAPD ↗
$278.1M RAUM · 2 reps · 423-826-0944
65
AGW CAPITAL ADVISORS — reported RAUM up 29% ($1.15B -> $1.48B). IAPD ↗
$1.48B RAUM · 11 reps · 813-254-4700 · agwcapital.com
65
BULLDOG INVESTORS, LLP — reported RAUM up 36% ($334.8M -> $456.0M). IAPD ↗
$456.0M RAUM · 3 reps · 201-556-0092 · bulldoginvestors.com
65
RJA ASSET MANAGEMENT LLC — reported RAUM up 38% ($720.1M -> $992.5M). IAPD ↗
$992.5M RAUM · 5 reps · 203-655-8200 · rja-llc.com
65
HARVEST FUND ADVISORS LLC — reported RAUM up 29% ($6.28B -> $8.07B). IAPD ↗
$8.07B RAUM · 9 reps · 610-293-7800
65
CONWAY INVESTMENT SOLUTIONS — reported RAUM up 29% ($1.00B -> $1.29B). IAPD ↗
$1.29B RAUM · 13 reps · 314-721-9696 · conwayis.com
65
CWM, LLC — reported RAUM up 26% ($26.77B -> $33.78B). IAPD ↗
$33.78B RAUM · 456 reps · 402-330-0808
65
SNOWDEN CAPITAL ADVISORS LLC — reported RAUM up 27% ($5.93B -> $7.55B). IAPD ↗
$7.55B RAUM · 97 reps · 646-218-9760 · snowdenlane.com
65
PORTOLAN CAPITAL MANAGEMENT, LLC — reported RAUM up 30% ($1.22B -> $1.58B). IAPD ↗
$1.58B RAUM · 4 reps · 617-753-6400 · portolan.com
65
RFG ADVISORY, LLC — reported RAUM up 28% ($3.86B -> $4.94B). IAPD ↗
$4.94B RAUM · 135 reps · 205-397-2450
65
CORECAP ADVISORS — reported RAUM up 28% ($2.47B -> $3.17B). IAPD ↗
$3.17B RAUM · 97 reps · 888-296-3360 · simaskofinancial.com
65
EFG ASSET MANAGEMENT (AMERICAS) CORP. — reported RAUM up 27% ($1.51B -> $1.92B). IAPD ↗
$1.92B RAUM · 21 reps · 305-482-8000 · efginternational.com
65
ANGELES WEALTH MANAGEMENT, LLC — reported RAUM up 26% ($1.80B -> $2.27B). IAPD ↗
$2.27B RAUM · 6 reps · 310-393-6300 · angeleswealth.com
65
CLARO ADVISORS, LLC — reported RAUM up 26% ($1.02B -> $1.28B). IAPD ↗
$1.28B RAUM · 16 reps · (800) 604-2838 · jimabbottclaroadvisors.com
65
ACORNS — reported RAUM up 26% ($8.21B -> $10.38B). IAPD ↗
$10.38B RAUM · 17 reps · 855-739-2859
65
FSR WEALTH STRATEGIES — reported RAUM up 54% ($154.3M -> $237.1M). IAPD ↗
$237.1M RAUM · 9 reps · 630-993-8200 · fsrwealth.com
65
ARAGON CAPITAL LLC — reported RAUM up 36% ($209.9M -> $285.0M). IAPD ↗
$285.0M RAUM · 8 reps · (786) 529-6540
65
OAKTREE ADVISORS LLC — reported RAUM up 54% ($116.2M -> $179.3M). IAPD ↗
$179.3M RAUM · 3 reps · (610) 882-5670
65
IBEX WEALTH ADVISORS, LLC — reported RAUM up 36% ($709.7M -> $963.3M). IAPD ↗
$963.3M RAUM · 5 reps · 908-849-4800 · philiprongo.com
65
RMR WEALTH BUILDERS, INC. — reported RAUM up 30% ($1.70B -> $2.20B). IAPD ↗
$2.20B RAUM · 44 reps · (201) 836-2460
65
SANCHEZ WEALTH MANAGEMENT GROUP, LLC — reported RAUM up 36% ($342.2M -> $465.5M). IAPD ↗
$465.5M RAUM · 3 reps · 904-281-9261 · sanchezwealth.com
65
JIM SAULNIER & ASSOCIATES, LLC — reported RAUM up 55% ($116.4M -> $180.0M). IAPD ↗
$180.0M RAUM · 3 reps · 970-530-0556 · jimhelps.com
65
SHUSTER ADVISORY GROUP, LLC — reported RAUM up 26% ($6.28B -> $7.91B). IAPD ↗
$7.91B RAUM · 9 reps · (626) 578-0816 · sfgrpc.com
65
PINE VALLEY INVESTMENTS — reported RAUM up 25% ($1.74B -> $2.18B). IAPD ↗
$2.18B RAUM · 30 reps · 856-334-8260
65
CAPTRUST — reported RAUM up 27% ($852.17B -> $1083.05B). IAPD ↗
$1083.05B RAUM · 816 reps · 919-870-6822
65
SANCTUARY ADVISORS, LLC — reported RAUM up 26% ($22.02B -> $27.70B). IAPD ↗
$27.70B RAUM · 337 reps · 317-975-7729
65
SPYGLASS CAPITAL MANAGEMENT, LLC — reported RAUM up 28% ($1.40B -> $1.79B). IAPD ↗
$1.79B RAUM · 4 reps · 4153182366
65
3EDGE ASSET MANAGEMENT, LP — reported RAUM up 25% ($1.33B -> $1.66B). IAPD ↗
$1.66B RAUM · 12 reps · 844-903-3343
65
GQG PARTNERS — reported RAUM up 27% ($120.57B -> $153.00B). IAPD ↗
$153.00B RAUM · 21 reps · 754-218-5500
65
WADDELL & ASSOCIATES, LLC — reported RAUM up 27% ($1.34B -> $1.70B). IAPD ↗
$1.70B RAUM · 11 reps · 901-767-9187 · vimeo.com
65
APEXIUM FINANCIAL LP — reported RAUM up 28% ($2.64B -> $3.38B). IAPD ↗
$3.38B RAUM · 10 reps · 212-225-9500
65
PLUM STREET ADVISORS, LLC — reported RAUM up 37% ($261.5M -> $359.4M). IAPD ↗
$359.4M RAUM · 5 reps · 504-517-5107 · plumstreetadvisors.com
65
MMBG INVESTMENT ADVISORS CO. — reported RAUM up 25% ($1.97B -> $2.46B). IAPD ↗
$2.46B RAUM · 5 reps · 305-374-0704 · mmbginvestment.com
65
BLUE RIDGE WEALTH PLANNERS — reported RAUM up 37% ($201.2M -> $275.7M). IAPD ↗
$275.7M RAUM · 7 reps · 865-392-4260 · planforeverything.com
65
MAYTECH GLOBAL INVESTMENTS — reported RAUM up 35% ($627.2M -> $848.5M). IAPD ↗
$848.5M RAUM · 4 reps · 212-899-2730 · maytechglobal.com
65
WHITAKER-MYERS WEALTH MANAGERS, LTD. — reported RAUM up 39% ($513.0M -> $713.1M). IAPD ↗
$713.1M RAUM · 15 reps · (330) 345-5000
65
PERENNIAL FINANCIAL SERVICES — reported RAUM up 28% ($1.48B -> $1.90B). IAPD ↗
$1.90B RAUM · 42 reps · 310-445-2504
65
OPEROSE ADVISORS LLC — reported RAUM up 28% ($1.25B -> $1.60B). IAPD ↗
$1.60B RAUM · 8 reps · 414-209-3280
65
BORDEAUX WEALTH ADVISORS — reported RAUM up 27% ($4.44B -> $5.64B). IAPD ↗
$5.64B RAUM · 27 reps · 650-289-1105 · focusfinancialpartners.com
65
MAYPORT WEALTH MANAGEMENT — reported RAUM up 37% ($350.4M -> $481.5M). IAPD ↗
$481.5M RAUM · 2 reps · 617-545-5700 · mayport.com
65
ASTORIA PORTFOLIO ADVISORS LLC — reported RAUM up 39% ($504.2M -> $698.8M). IAPD ↗
$698.8M RAUM · 7 reps · 212-381-6185
65
BEACON GLOBAL ADVISOR NETWORK, LLC — reported RAUM up 36% ($291.6M -> $396.9M). IAPD ↗
$396.9M RAUM · 50 reps · 888-679-6474 · bganetwork.com
65
CAPITA FINANCIAL NETWORK, LLC — reported RAUM up 27% ($1.46B -> $1.85B). IAPD ↗
$1.85B RAUM · 22 reps · 801-566-5058
65
THAYER PARTNERS LLC — reported RAUM up 36% ($294.8M -> $401.3M). IAPD ↗
$401.3M RAUM · 7 reps · 617-275-5430
65
BRIDGEWEALTH ADVISORY GROUP, LLC — reported RAUM up 40% ($530.1M -> $740.1M). IAPD ↗
$740.1M RAUM · 6 reps · (559) 432-6100 · bridgewealth.com
65
CUSTOS FAMILY OFFICE LLC — reported RAUM up 37% ($531.8M -> $729.6M). IAPD ↗
$729.6M RAUM · 6 reps · 303-578-7024 · custosfo.com
65
HASSELL WEALTH MANAGEMENT — reported RAUM up 36% ($255.8M -> $348.6M). IAPD ↗
$348.6M RAUM · 4 reps · 985-868-9881
65
MAG CAP — reported RAUM up 29% ($1.15B -> $1.48B). IAPD ↗
$1.48B RAUM · 13 reps · 601-362-5872
65
RESONANT CAPITAL ADVISORS, LLC — reported RAUM up 27% ($1.75B -> $2.22B). IAPD ↗
$2.22B RAUM · 14 reps · (608)-733-6220
65
SUMMIT FINANCIAL, LLC — reported RAUM up 30% ($11.55B -> $14.96B). IAPD ↗
$14.96B RAUM · 139 reps · 973-285-3600
65
INDEPENDENCE SQUARE HOLDINGS, LLC — reported RAUM up 30% ($1.15B -> $1.49B). IAPD ↗
$1.49B RAUM · 37 reps · 610-520-1500
65
SEAVIEW INVESTMENT MANAGERS LLC — reported RAUM up 26% ($1.14B -> $1.43B). IAPD ↗
$1.43B RAUM · 7 reps · 305-330-2332 · seaviewinvestmentmanagers.com
65
AUSTIN PRIVATE WEALTH, LLC — reported RAUM up 26% ($1.06B -> $1.33B). IAPD ↗
$1.33B RAUM · 20 reps · (512) 886-4114
65
PRESIDIO CAPITAL MANAGEMENT, LLC — reported RAUM up 38% ($288.1M -> $397.4M). IAPD ↗
$397.4M RAUM · 6 reps · 858-461-4959
65
MARINER INDEPENDENT — reported RAUM up 29% ($4.35B -> $5.62B). IAPD ↗
$5.62B RAUM · 99 reps · 650-571-1934
65
FORT STREET ASSET MANAGEMENT LLC — reported RAUM up 51% ($126.0M -> $190.0M). IAPD ↗
$190.0M RAUM · 2 reps · 808-265-1000 · fortstreetam.com
65
DELAWARE WEALTH PLANNERS — reported RAUM up 50% ($103.2M -> $155.2M). IAPD ↗
$155.2M RAUM · 3 reps · 302-254-2400
65
CYNDEO WEALTH PARTNERS — reported RAUM up 29% ($2.00B -> $2.58B). IAPD ↗
$2.58B RAUM · 15 reps · (727) 472-3700 · cyndeowp.com
65
MGB WEALTH MANAGEMENT, LLC — reported RAUM up 36% ($310.5M -> $421.9M). IAPD ↗
$421.9M RAUM · 2 reps · 469-965-4001 · mgbwealth.com
65
UNION HERITAGE CAPITAL — reported RAUM up 40% ($200.0M -> $279.8M). IAPD ↗
$279.8M RAUM · 1 reps · 313-300-0207 · unionheritage.com
65
CAPSHIFT ADVISORS — reported RAUM up 36% ($363.1M -> $495.2M). IAPD ↗
$495.2M RAUM · 10 reps · 617-865-5096 · capshift.com
65
DRIVEN INVESTMENTS LLC — reported RAUM up 54% ($109.3M -> $168.6M). IAPD ↗
$168.6M RAUM · 5 reps · 844-932-3272
65
ABICH FINANCIAL WEALTH MANAGEMENT, LLC — reported RAUM up 52% ($150.1M -> $227.6M). IAPD ↗
$227.6M RAUM · 5 reps · (571) 577-9968
65
SCS — reported RAUM up 27% ($1.29B -> $1.64B). IAPD ↗
$1.64B RAUM · 27 reps · 425-452-1222 · northwestscs.com
65
SEEK FIRST INC. — reported RAUM up 50% ($135.0M -> $202.7M). IAPD ↗
$202.7M RAUM · 3 reps · 866-398-4044 · seekfirstinc.com
65
THE NEMES RUSH GROUP, LLC — reported RAUM up 28% ($1.07B -> $1.38B). IAPD ↗
$1.38B RAUM · 7 reps · 248-449-5436
65
MILLER AVENUE ADVISORS LLC — reported RAUM up 51% ($123.2M -> $186.5M). IAPD ↗
$186.5M RAUM · 3 reps · 415-888-8472 · milleraveadvisors.com
65
ELEVATION WEALTH MANAGEMENT — reported RAUM up 55% ($113.4M -> $175.4M). IAPD ↗
$175.4M RAUM · 3 reps · 952-905-3042
65
FACTOR INVESTING GROUP — reported RAUM up 36% ($228.0M -> $309.5M). IAPD ↗
$309.5M RAUM · 4 reps · (508) 366-6040 · factorig.com
65
BLUEPRINT FINANCIAL ADVISORS — reported RAUM up 52% ($132.5M -> $201.5M). IAPD ↗
$201.5M RAUM · 17 reps · 844-200-2568 · bluegrasscapadv.com
65
WEST WEALTH GROUP, LLC — reported RAUM up 35% ($349.3M -> $472.1M). IAPD ↗
$472.1M RAUM · 9 reps · 949-682-9105
65
RAGA PARTNERS LP — reported RAUM up 27% ($1.73B -> $2.19B). IAPD ↗
$2.19B RAUM · 6 reps · (646) 566-5209 · ragapartners.com
65
RYAN HERITAGE, LLP — reported RAUM up 54% ($16.7M -> $25.6M). IAPD ↗
$25.6M RAUM · 3 reps · 201-556-0092
65
PETREDIS INVESTMENT ADVISORS — reported RAUM up 26% ($1.11B -> $1.40B). IAPD ↗
$1.40B RAUM · 6 reps · 878-231-4300 · petredisia.com
65
STENGER FAMILY OFFICE, LLC — reported RAUM up 35% ($320.8M -> $433.4M). IAPD ↗
$433.4M RAUM · 7 reps · 630-912-8295 · stengerfamilyoffice.com
65
LEGACY WEALTH ADVISORS, LLC — reported RAUM up 36% ($254.9M -> $348.0M). IAPD ↗
$348.0M RAUM · 3 reps · 305-808-6140 · lwgadvisors.com
65
RELATION WEALTH MANAGEMENT, INC. — reported RAUM up 40% ($299.1M -> $417.9M). IAPD ↗
$417.9M RAUM · 5 reps · (918) 999-9138 · relationwealth.com
65
GFG SOLUTIONS — reported RAUM up 51% ($151.1M -> $228.6M). IAPD ↗
$228.6M RAUM · 6 reps · (407) 627-0091
65
ALIGN FINANCIAL ADVISORS, LLC — reported RAUM up 55% ($39.5M -> $61.1M). IAPD ↗
$61.1M RAUM · 3 reps · 214-519-8750 · alignfinancialadvisors.com
65
NOTTINGHAM ADVISORS INC. — began participating in a wrap-fee program. IAPD ↗
$1.65B RAUM · 5 reps · 716-633-3800
65
HALBERT HARGROVE — began participating in a wrap-fee program. IAPD ↗
$3.52B RAUM · 35 reps · 562-435-5657
65
DISCIPLINED GROWTH INVESTORS INC — began participating in a wrap-fee program. IAPD ↗
$5.75B RAUM · 10 reps · 612-317-4100 · dginv.com
65
CRAMER ROSENTHAL MCGLYNN LLC — began participating in a wrap-fee program. IAPD ↗
$2.35B RAUM · 9 reps · 212-326-5300
65
GREENWICH WEALTH MANAGEMENT, LLC — began participating in a wrap-fee program. IAPD ↗
$2.71B RAUM · 11 reps · 203-618-0100 · greenwichwealth.com
65
SILVANT CAPITAL MANAGEMENT LLC — began participating in a wrap-fee program. IAPD ↗
$2.45B RAUM · 6 reps · 404-845-7640
65
BEACON CAPITAL MANAGEMENT, LLC — began participating in a wrap-fee program. IAPD ↗
$1.07B RAUM · 18 reps · 615-224-9794
65
WINTHROP WEALTH — began participating in a wrap-fee program. IAPD ↗
$2.60B RAUM · 22 reps · 617-530-1010
65
LINDEN THOMAS ADVISORY SERVICES, LLC — began participating in a wrap-fee program. IAPD ↗
$1.63B RAUM · 4 reps · (704) 554-8150 · lindenthomas.com
64
AMERICAN WEALTH MANAGEMENT, INC. — reported RAUM up 31% ($217.5M -> $284.3M). IAPD ↗
$284.3M RAUM · 10 reps · 770-392-8740 · awminc.biz
64
WESTBOURNE INVESTMENTS, INC. — reported RAUM up 46% ($151.8M -> $221.1M). IAPD ↗
$221.1M RAUM · 5 reps · 703-294-6880 · westbourneinv.com
64
DORSEY, WRIGHT & ASSOCIATES, LLC — reported RAUM up 30% ($578.9M -> $755.1M). IAPD ↗
$755.1M RAUM · 14 reps · 804-320-8511
64
NIGHT OWL CAPITAL MANAGEMENT, LLC — reported RAUM up 33% ($652.7M -> $865.8M). IAPD ↗
$865.8M RAUM · 5 reps · 203-302-3870 · nightowlcapital.com
64
PORTFOLIO ADVISORY COUNCIL,L.L.C. — reported RAUM up 32% ($351.1M -> $465.0M). IAPD ↗
$465.0M RAUM · 6 reps · 713.574.6015 · pacadvisory.com
64
L. K. BENSON & COMPANY, P.C. — reported RAUM up 33% ($277.1M -> $369.1M). IAPD ↗
$369.1M RAUM · 2 reps · (410) 494-6680
64
WHITE LIGHTHOUSE INVESTMENT MANAGEMENT, INC. — reported RAUM up 35% ($511.1M -> $689.3M). IAPD ↗
$689.3M RAUM · 9 reps · 508-471-4431 · white-lighthouse.com
64
OARSMAN CAPITAL, INC — reported RAUM up 32% ($703.3M -> $926.8M). IAPD ↗
$926.8M RAUM · 13 reps · 414-221-0081 · oarsman.net
64
GLASS WEALTH MANAGEMENT CO., LLC — reported RAUM up 31% ($191.6M -> $251.6M). IAPD ↗
$251.6M RAUM · 4 reps · 210-930-5141 · gwm-sa.com
64
THREE MAGNOLIAS FINANCIAL ADVISORS — reported RAUM up 35% ($307.2M -> $414.2M). IAPD ↗
$414.2M RAUM · 4 reps · 336-701-1600 · threemagnoliasfinancialadvisors.com
64
CARGILE INVESTMENT MANAGEMENT — reported RAUM up 33% ($288.6M -> $383.0M). IAPD ↗
$383.0M RAUM · 1 reps · 432-617-1394 · cargileinvestments.com
64
SQUIRE WEALTH ADVISORS — reported RAUM up 31% ($377.2M -> $493.9M). IAPD ↗
$493.9M RAUM · 12 reps · 801-226-7722
64
DETALUS ADVISORS, LLC — reported RAUM up 35% ($687.9M -> $928.4M). IAPD ↗
$928.4M RAUM · 9 reps · 314-997-3191 · detalus.com
64
COMPREHENSIVE CAPITAL MANAGEMENT, INC. — reported RAUM up 47% ($48.3M -> $71.0M). IAPD ↗
$71.0M RAUM · 9 reps · 973-394-0404 · harperandhodge.com
64
OMNI 360 WEALTH, INC. — reported RAUM up 31% ($248.6M -> $324.5M). IAPD ↗
$324.5M RAUM · 4 reps · 609-452-0889 · omni360advisors.com
64
WISER WEALTH MANAGEMENT, INC — reported RAUM up 31% ($307.9M -> $404.6M). IAPD ↗
$404.6M RAUM · 4 reps · 678-905-4450
64
BEACON INVESTMENT ADVISORS LLC — reported RAUM up 31% ($257.8M -> $337.6M). IAPD ↗
$337.6M RAUM · 1 reps · 301-670-1700 · beaconadvisors.net
64
FRANCIS FINANCIAL — reported RAUM up 33% ($509.7M -> $680.3M). IAPD ↗
$680.3M RAUM · 7 reps · 212-374-9008 · francisfinancial.com
64
TURNER FINANCIAL GROUP, INC. — reported RAUM up 48% ($115.7M -> $171.0M). IAPD ↗
$171.0M RAUM · 8 reps · 850-995-1797 · gfthomasadvisory.com
64
MEASURED RISK PORTFOLIOS — reported RAUM up 34% ($297.8M -> $400.0M). IAPD ↗
$400.0M RAUM · 3 reps · 858-935-1125 · kingsroadinc.com
64
MCALVANY WEALTH MANAGEMENT, LLC — reported RAUM up 49% ($91.9M -> $137.1M). IAPD ↗
$137.1M RAUM · 6 reps · 866-211-8970 · mcalvany.com
64
NIXON CAPITAL LLC — reported RAUM up 32% ($256.3M -> $337.5M). IAPD ↗
$337.5M RAUM · 4 reps · 512.354.2491 · nixoncapital.com
64
WISNIEWSKI WEALTH MANAGEMENT — reported RAUM up 49% ($159.6M -> $237.2M). IAPD ↗
$237.2M RAUM · 1 reps · (972) 965-8261 · wi-wm.com
64
FOUNTAINHEAD FINANCIAL, LLC — reported RAUM up 32% ($342.6M -> $453.5M). IAPD ↗
$453.5M RAUM · 2 reps · 312-222-9840 · fountainheadfinancial.us
64
WILLOW GROVE ADVISORS, LLC — reported RAUM up 32% ($227.5M -> $300.1M). IAPD ↗
$300.1M RAUM · 5 reps · 510-705-1693 · willowgroveadvisors.com
64
RIVER STREET ADVISORS, LLC — reported RAUM up 31% ($316.2M -> $414.9M). IAPD ↗
$414.9M RAUM · 9 reps · 630-906-5501 · oldsecond.com
64
DRAKE & ASSOCIATES, LLC — reported RAUM up 34% ($313.1M -> $418.8M). IAPD ↗
$418.8M RAUM · 15 reps · 414-409-7226
64
INNOVATIVE ADVISORY PARTNERS, LLC — reported RAUM up 31% ($198.8M -> $260.4M). IAPD ↗
$260.4M RAUM · 6 reps · 423-870-2140
64
BCP ADVISORS LLC — reported RAUM up 32% ($221.0M -> $291.7M). IAPD ↗
$291.7M RAUM · 5 reps · 305-415-0060 · monexinvestor.com
64
ROTHSCHILD CAPITAL PARTNERS — reported RAUM up 33% ($351.3M -> $467.8M). IAPD ↗
$467.8M RAUM · 5 reps · 212-931-5303
64
LAKE TAHOE WEALTH MANAGEMENT, INC. — reported RAUM up 34% ($191.6M -> $257.2M). IAPD ↗
$257.2M RAUM · 3 reps · 855-515-5896 · laketahoewealthmanagement.org
64
HD MONEY, INC. — reported RAUM up 30% ($225.9M -> $294.0M). IAPD ↗
$294.0M RAUM · 4 reps · 941-925-2121 · hdmoneyinc.com
64
POINT BRIDGE CAPITAL, LLC — reported RAUM up 32% ($293.7M -> $387.4M). IAPD ↗
$387.4M RAUM · 1 reps · (817) 529- 4600 · pointbridgecapital.com
64
OBSIDIAN PERSONAL PLANNING SOLUTIONS, LLC — reported RAUM up 30% ($312.8M -> $407.2M). IAPD ↗
$407.2M RAUM · 7 reps · 301-990-4395
64
HOBART WEALTH — reported RAUM up 32% ($326.2M -> $429.7M). IAPD ↗
$429.7M RAUM · 8 reps · 888-553-0122 · hobartwealth.co
64
SUMMIT WEALTH MANAGEMENT GROUP, INC. — reported RAUM up 46% ($154.9M -> $226.0M). IAPD ↗
$226.0M RAUM · 2 reps · 805-384-1186
64
MILLENNIAL ADVISERS, LLC. — reported RAUM up 48% ($39.5M -> $58.7M). IAPD ↗
$58.7M RAUM · 12 reps · 646-532-2400
64
NOTE ADVISORS, LLC — reported RAUM up 31% ($292.5M -> $382.2M). IAPD ↗
$382.2M RAUM · 6 reps · (716) 256-1682 · noteadvisor.com
64
AUSTIN WEALTH MANAGEMENT, LLC — reported RAUM up 35% ($568.4M -> $766.4M). IAPD ↗
$766.4M RAUM · 10 reps · 512-467-2000
64
GENERATIONS WEALTH, LLC — reported RAUM up 30% ($207.2M -> $270.0M). IAPD ↗
$270.0M RAUM · 6 reps · (513) 834-8056 · generationswealth.com
64
LEAR INVESTMENT MANAGEMENT — reported RAUM up 33% ($604.0M -> $805.7M). IAPD ↗
$805.7M RAUM · 4 reps · (214) 445-5900 · learim.com
64
ROUBAIX CAPITAL, LLC — reported RAUM up 34% ($199.0M -> $266.4M). IAPD ↗
$266.4M RAUM · 3 reps · 303-209-4100 · roubaixcapital.com
64
PANDOWEALTH. LLC — reported RAUM up 32% ($299.3M -> $396.0M). IAPD ↗
$396.0M RAUM · 13 reps · 678-712-6656 · pandowealth.com
64
CLIENT FIRST INVESTMENT MANAGEMENT LLC — reported RAUM up 46% ($126.2M -> $184.4M). IAPD ↗
$184.4M RAUM · 7 reps · 262-335-1700
64
PARADIGM WEALTH ADVISORY LLC — reported RAUM up 31% ($356.1M -> $468.3M). IAPD ↗
$468.3M RAUM · 12 reps · (908) 450-7402
64
HAYDEN CAPITAL — reported RAUM up 48% ($41.2M -> $60.9M). IAPD ↗
$60.9M RAUM · 1 reps · 5133043313
64
GOEHRING & ROZENCWAJG ASSOCIATES, LLC — reported RAUM up 34% ($543.8M -> $726.2M). IAPD ↗
$726.2M RAUM · 2 reps · 646-216-9777
64
SPINNAKER INVESTMENT GROUP, LLC — reported RAUM up 30% ($676.8M -> $882.0M). IAPD ↗
$882.0M RAUM · 7 reps · (949) 396-6700 · spinninvest.com
64
MASTODON ADVISORY GROUP — reported RAUM up 34% ($304.0M -> $406.6M). IAPD ↗
$406.6M RAUM · 1 reps · 713-893-0738
64
JEMMA FINANCIAL SERVICES — reported RAUM up 48% ($98.8M -> $145.9M). IAPD ↗
$145.9M RAUM · 5 reps · (855) 662-2121 · jemmafinancial.com
64
DECKER RETIREMENT PLANNING INC. — reported RAUM up 33% ($213.6M -> $285.1M). IAPD ↗
$285.1M RAUM · 6 reps · 855-425-4566
64
RETIREWISE TAX AND WEALTH ADVISORS, INC. — reported RAUM up 48% ($115.3M -> $170.1M). IAPD ↗
$170.1M RAUM · 6 reps · 785-228-1234
64
DAVIMAN FINANCIAL, LLC — reported RAUM up 48% ($103.6M -> $152.8M). IAPD ↗
$152.8M RAUM · 3 reps · 317-207-0175
64
AQUA ADVISORS LLC — reported RAUM up 50% ($147.7M -> $221.4M). IAPD ↗
$221.4M RAUM · 1 reps · 305 877-7593
64
TRUE FINANCIAL GROUP — reported RAUM up 33% ($261.0M -> $346.0M). IAPD ↗
$346.0M RAUM · 2 reps · 512-649-2383 · truefinancialgroup.com
64
CAPITAL SQUARE, LLC — reported RAUM up 30% ($301.9M -> $393.6M). IAPD ↗
$393.6M RAUM · 10 reps · 423-877-6708 · capitalsquare.biz
64
ONE CHARLES PRIVATE WEALTH — reported RAUM up 31% ($715.1M -> $936.4M). IAPD ↗
$936.4M RAUM · 8 reps · 617-337-4208 · focusfinancialpartners.com
64
BENCHMARK FINANCIAL WEALTH ADVISORS LLC — reported RAUM up 31% ($549.0M -> $721.7M). IAPD ↗
$721.7M RAUM · 5 reps · (561) 416-2992
64
MADISON GLOBAL ADVISORS LLC — reported RAUM up 45% ($55.4M -> $80.4M). IAPD ↗
$80.4M RAUM · 5 reps · 631-240-4155
64
FOUNTAINHEAD AM, LLC — reported RAUM up 30% ($739.2M -> $964.5M). IAPD ↗
$964.5M RAUM · 4 reps · 732-346-1900 · fountainheadam.com
64
FIDELIS WEALTH ADVISORS — reported RAUM up 31% ($192.9M -> $253.2M). IAPD ↗
$253.2M RAUM · 6 reps · 303-800-4683
64
BLUE SQUARE ASSET MANAGEMENT, LLC — reported RAUM up 30% ($274.8M -> $357.7M). IAPD ↗
$357.7M RAUM · 5 reps · 646-928-8000
64
BLUE INVESTMENT PARTNERS LLC — reported RAUM up 32% ($259.7M -> $342.1M). IAPD ↗
$342.1M RAUM · 2 reps · (925) 388-6940 · blueinvpartners.com
64
SPECTRUM WEALTH ADVISORY GROUP, LLC — reported RAUM up 31% ($282.8M -> $370.0M). IAPD ↗
$370.0M RAUM · 4 reps · (916) 772-5970
64
KDK PRIVATE WEALTH MANAGEMENT — reported RAUM up 33% ($359.8M -> $478.8M). IAPD ↗
$478.8M RAUM · 5 reps · 713-391-8044
64
BELLWETHER WEALTH — reported RAUM up 33% ($516.6M -> $685.0M). IAPD ↗
$685.0M RAUM · 5 reps · 402-476-8844 · vimeo.com
64
FIRST EAGLE SEPARATE ACCOUNT MANAGEMENT, LLC — reported RAUM up 35% ($261.1M -> $352.2M). IAPD ↗
$352.2M RAUM · 38 reps · 212-698-3300 · firsteagle.com
64
DAHRING | CUSMANO AND ASSOCIATES — reported RAUM up 32% ($535.1M -> $707.1M). IAPD ↗
$707.1M RAUM · 4 reps · 248-348-0100 · dca401k.com
64
EMERALD ADVISORS, LLC — reported RAUM up 33% ($678.9M -> $904.4M). IAPD ↗
$904.4M RAUM · 3 reps · (425) 458-3853 · emeraldadv.com
64
BLACK KNIGHT WEALTH MANAGEMENT, LLC — reported RAUM up 47% ($163.2M -> $240.0M). IAPD ↗
$240.0M RAUM · 5 reps · 972-786-6527 · blackknightwm.com
64
PALATINE HILL WEALTH MANAGEMENT — reported RAUM up 35% ($189.1M -> $254.4M). IAPD ↗
$254.4M RAUM · 4 reps · 734-218-0085 · palatinehillwealth.com
64
GRAYSTONE PARTNERS WEALTH MANAGEMENT, LLC — reported RAUM up 31% ($265.7M -> $348.9M). IAPD ↗
$348.9M RAUM · 3 reps · (480) 557-9727
64
VIRTERA PARTNERS LLC — reported RAUM up 31% ($346.9M -> $455.8M). IAPD ↗
$455.8M RAUM · 4 reps · 216-859-8800 · virterapartners.com
64
RISKBRIDGE ADVISORS, LLC — reported RAUM up 32% ($633.0M -> $833.8M). IAPD ↗
$833.8M RAUM · 8 reps · (203) 658-6055 · riskbridgeadvisors.com
64
RWM CAPITAL, LLC — reported RAUM up 50% ($107.9M -> $161.4M). IAPD ↗
$161.4M RAUM · 13 reps · 832-981-7000
64
RETIREMENT PLANNING SOLUTIONS, LLC — reported RAUM up 32% ($285.4M -> $376.8M). IAPD ↗
$376.8M RAUM · 11 reps · 502-499-5668 · retirementplanningsolutions.com
64
VISTA FINANCE, LLC — reported RAUM up 31% ($209.7M -> $273.8M). IAPD ↗
$273.8M RAUM · 5 reps · 314-518-5240
64
VANTAGE FINANCIAL PARTNERS, LLC — reported RAUM up 32% ($612.1M -> $810.7M). IAPD ↗
$810.7M RAUM · 12 reps · 262-439-8587 · vantagefinancialwi.com
64
HERITAGE WEALTH MANAGEMENT, INC. — reported RAUM up 30% ($377.0M -> $491.2M). IAPD ↗
$491.2M RAUM · 5 reps · 858-613-9191 · heritage-wm.com
64
PROATHLETE WEALTH MANAGEMENT LLC — reported RAUM up 34% ($233.3M -> $312.0M). IAPD ↗
$312.0M RAUM · 3 reps · 561-988-5540 · pawm.com
64
BANCOLOMBIA CAPITAL ADVISERS LLC — reported RAUM up 50% ($162.6M -> $243.4M). IAPD ↗
$243.4M RAUM · 4 reps · 786-551-9122 · bancolombiacapital.com
64
NEW INSIGHT WEALTH ADVISORS — reported RAUM up 31% ($258.3M -> $338.8M). IAPD ↗
$338.8M RAUM · 3 reps · 925-236-2525
64
REMBRANDT FINANCIAL GROUP LLC — reported RAUM up 50% ($126.0M -> $188.6M). IAPD ↗
$188.6M RAUM · 4 reps · (512) 306-1314
64
MOSLEY WEALTH MANAGEMENT, INC. — reported RAUM up 46% ($126.9M -> $185.1M). IAPD ↗
$185.1M RAUM · 8 reps · (714) 421-4288
64
HIDDEN COVE WEALTH MANAGEMENT — reported RAUM up 33% ($252.9M -> $335.2M). IAPD ↗
$335.2M RAUM · 6 reps · 206-397-4890 · hcwm.com
64
CONWAY PARTNERS — reported RAUM up 47% ($84.2M -> $124.2M). IAPD ↗
$124.2M RAUM · 2 reps · 775-971-8392 · conwaypartners.com
64
CANOPY PARTNERS — reported RAUM up 34% ($596.8M -> $799.2M). IAPD ↗
$799.2M RAUM · 3 reps · 513-766-3770 · canopyfamilyoffice.com
64
CORDINGLEY & PARKINSON WEALTH MANAGEMENT — reported RAUM up 49% ($129.9M -> $193.0M). IAPD ↗
$193.0M RAUM · 2 reps · 208-356-9022 · cpwealthmanagement.com
63
W&S BROKERAGE SERVICES, INC. — reported RAUM up 43% ($122.9M -> $175.8M). IAPD ↗
$175.8M RAUM · 67 reps · 800-257-2135
63
ORIENTAL FINANCIAL SERVICES LLC — reported RAUM up 27% ($283.6M -> $360.6M). IAPD ↗
$360.6M RAUM · 12 reps · 787-474-1993 · orientalbank.com
63
GREENBERG FINANCIAL GROUP — reported RAUM up 29% ($257.8M -> $331.2M). IAPD ↗
$331.2M RAUM · 5 reps · 520-544-4909 · greenbergfinancial.com
63
HORAN WEALTH MANAGEMENT — reported RAUM up 28% ($545.2M -> $698.2M). IAPD ↗
$698.2M RAUM · 10 reps · 513-745-0707 · horanwealth.com
63
CHASE INVESTMENT COUNSEL CORPORATION — reported RAUM up 27% ($354.8M -> $452.2M). IAPD ↗
$452.2M RAUM · 6 reps · 434-293-9104
63
DILLON & ASSOCIATES INC — reported RAUM up 30% ($656.5M -> $852.7M). IAPD ↗
$852.7M RAUM · 2 reps · 517-796-7090 · dillon-assoc.com
63
HARTLINE INVESTMENT CORPORATION — reported RAUM up 29% ($659.3M -> $851.5M). IAPD ↗
$851.5M RAUM · 3 reps · 312-726-5703 · hartlineinv.com
63
ASPYRE WEALTH PARTNERS — reported RAUM up 25% ($534.8M -> $669.3M). IAPD ↗
$669.3M RAUM · 11 reps · 913-345-1881 · aspyrewealth.com
63
CLEARBROOK INVESTMENT CONSULTING LLC — reported RAUM up 27% ($369.9M -> $470.1M). IAPD ↗
$470.1M RAUM · 6 reps · 212 359-0290 · clearbrookglobal.com
63
BLUE FIN CAPITAL, INC. — reported RAUM up 28% ($507.5M -> $650.6M). IAPD ↗
$650.6M RAUM · 2 reps · 401-454-0772 · bluefincapital.com
63
STEGINSKY CAPITAL LLC — reported RAUM up 29% ($369.9M -> $477.0M). IAPD ↗
$477.0M RAUM · 1 reps · 212-683-1700 · steginsky.com
63
JOHN MOORE & ASSOCIATES INC — reported RAUM up 28% ($758.2M -> $970.2M). IAPD ↗
$970.2M RAUM · 7 reps · 505-881-5100 · johnmoore.com
63
KNIGHTSBRIDGE WEALTH MANAGEMENT — reported RAUM up 29% ($643.7M -> $833.5M). IAPD ↗
$833.5M RAUM · 7 reps · 949-644-4444 · knightsb.com
63
QUAD CITY INVESTMENT CENTER — reported RAUM up 26% ($245.2M -> $308.6M). IAPD ↗
$308.6M RAUM · 6 reps · 309-743-7793 · qcbt.bank
63
STRATEGIC PLANNING GROUP — reported RAUM up 29% ($513.8M -> $660.6M). IAPD ↗
$660.6M RAUM · 5 reps · 801-627-2200 · spgutah.com
63
CAPITAL IDEAS — reported RAUM up 30% ($213.7M -> $277.0M). IAPD ↗
$277.0M RAUM · 7 reps · 214-750-4400 · cap-ideas.com
63
CASTELLANO & ASSOCIATES — reported RAUM up 41% ($113.8M -> $160.6M). IAPD ↗
$160.6M RAUM · 3 reps · 318-683-1040 · todaycpa.com
63
STRAVA WEALTH — reported RAUM up 27% ($305.6M -> $388.1M). IAPD ↗
$388.1M RAUM · 5 reps · 412-854-2100
63
HEDEKER WEALTH LLC — reported RAUM up 28% ($367.0M -> $470.1M). IAPD ↗
$470.1M RAUM · 2 reps · 847-913-5594
63
PKS ADVISORY SERVICES, LLC — reported RAUM up 30% ($697.7M -> $905.4M). IAPD ↗
$905.4M RAUM · 37 reps · (518) 426-5791 · woehlerfinancialgroup.com
63
GRANITE GROUP ADVISORS, LLC — reported RAUM up 26% ($565.2M -> $711.3M). IAPD ↗
$711.3M RAUM · 2 reps · (203) 210-7814 · granitegroupadvisors.com
63
CONFIDENCE WEALTH MANAGEMENT, INC. — reported RAUM up 29% ($267.1M -> $344.2M). IAPD ↗
$344.2M RAUM · 12 reps · 310-824-1000
63
COLTON GROOME FINANCIAL ADVISORS, LLC — reported RAUM up 27% ($350.8M -> $444.0M). IAPD ↗
$444.0M RAUM · 9 reps · 828-252-1816 · coltongroome.com
63
KORHORN FINANCIAL GROUP — reported RAUM up 26% ($739.4M -> $934.5M). IAPD ↗
$934.5M RAUM · 41 reps · 574-247-5898 · korhorn.com
63
NORRIS FINANCIAL GROUP, LLC — reported RAUM up 29% ($195.6M -> $251.6M). IAPD ↗
$251.6M RAUM · 3 reps · 864-235-6408 · norrisfinancialgroup.com
63
WILSEY ASSET MANAGEMENT INCORPORATED — reported RAUM up 27% ($511.4M -> $650.0M). IAPD ↗
$650.0M RAUM · 2 reps · 858-224-0004
63
GOODWIN INVESTMENT ADVISORY — reported RAUM up 30% ($265.9M -> $344.4M). IAPD ↗
$344.4M RAUM · 5 reps · 678-741-2370
63
PIONEER WEALTH MANAGEMENT GROUP — reported RAUM up 27% ($214.8M -> $273.7M). IAPD ↗
$273.7M RAUM · 9 reps · 512-334-6800
63
TEAM FINANCIAL STRATEGIES — reported RAUM up 27% ($203.2M -> $257.4M). IAPD ↗
$257.4M RAUM · 7 reps · 325-480-1587
63
BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC — reported RAUM up 27% ($670.7M -> $854.7M). IAPD ↗
$854.7M RAUM · 9 reps · 610-825-3540
63
MARYLAND CAPITAL ADVISORS, INC. — reported RAUM up 25% ($342.1M -> $428.6M). IAPD ↗
$428.6M RAUM · 3 reps · 410-604-2741
63
THE RICE PARTNERSHIP, LLC — reported RAUM up 29% ($609.4M -> $785.8M). IAPD ↗
$785.8M RAUM · 9 reps · 808-585-7788
63
MONARCH WEALTH STRATEGIES — reported RAUM up 29% ($336.8M -> $434.8M). IAPD ↗
$434.8M RAUM · 8 reps · (805) 564-0800
63
CARDINAL WEALTH ADVISORY, LLC — reported RAUM up 43% ($145.4M -> $208.2M). IAPD ↗
$208.2M RAUM · 2 reps · 901-767-4401
63
UNIWEALTH ADVISORS, INC. — reported RAUM up 25% ($255.7M -> $319.9M). IAPD ↗
$319.9M RAUM · 1 reps · 305-253-9333
63
PEACHTREE WEALTH ADVISORS, INC — reported RAUM up 26% ($275.6M -> $346.8M). IAPD ↗
$346.8M RAUM · 2 reps · 404-531-0965 · peachtreewa.com
63
HILTON HEAD FINANCIAL ADVISORS, INC. — reported RAUM up 27% ($283.3M -> $358.7M). IAPD ↗
$358.7M RAUM · 1 reps · 843-681-8300
63
STERLING INVESTMENT ADVISORS LTD. — reported RAUM up 29% ($745.8M -> $961.4M). IAPD ↗
$961.4M RAUM · 7 reps · 610-560-0400
63
ROONEY CAPITAL MANAGEMENT, INC. — reported RAUM up 27% ($303.8M -> $385.2M). IAPD ↗
$385.2M RAUM · 1 reps · 651-470-4302
63
MARKOWSKI INVESTMENTS — reported RAUM up 26% ($325.0M -> $410.2M). IAPD ↗
$410.2M RAUM · 11 reps · 813 831 5168 · truthofinvesting.com
63
MILLER FINANCIAL SERVICES LLC — reported RAUM up 25% ($328.0M -> $411.1M). IAPD ↗
$411.1M RAUM · 3 reps · 269-781-5129 · millerfinancialplanning.com
63
PINNACLE FAMILY ADVISORS, LLC — reported RAUM up 25% ($272.1M -> $341.3M). IAPD ↗
$341.3M RAUM · 8 reps · 417-886-6590
63
PRINCETON GLOBAL ASSET MANAGEMENT LLC — reported RAUM up 29% ($605.8M -> $782.8M). IAPD ↗
$782.8M RAUM · 15 reps · 609-945-1781 · princetonglobal.com
63
DRAPER ASSET MANAGEMENT, LLC — reported RAUM up 42% ($137.3M -> $195.6M). IAPD ↗
$195.6M RAUM · 4 reps · 631-361-4925
63
STRAIGHT PATH WEALTH MANAGEMENT — reported RAUM up 28% ($271.5M -> $348.0M). IAPD ↗
$348.0M RAUM · 8 reps · 616-288-3670 · straightpathwealth.com
63
PRAIRIEWOOD WEALTH MANAGEMENT — reported RAUM up 26% ($216.8M -> $274.0M). IAPD ↗
$274.0M RAUM · 3 reps · 701-234-0521
63
GLOBAL WEALTH MANAGEMENT, L.C. — reported RAUM up 40% ($124.6M -> $174.8M). IAPD ↗
$174.8M RAUM · 2 reps · -3631 · gwm-ch.com
63
CYPRESS FINANCIAL PLANNING — reported RAUM up 28% ($307.7M -> $395.0M). IAPD ↗
$395.0M RAUM · 6 reps · (856) 720-0029 · cypressplanning.com
63
HAYDEN HARPER WEALTH ADVISORY, LLC — reported RAUM up 42% ($119.1M -> $168.8M). IAPD ↗
$168.8M RAUM · 4 reps · 704-343-2447 · haydenharper.com
63
LOYOLA ASSET MANAGEMENT LLC — reported RAUM up 29% ($203.8M -> $263.3M). IAPD ↗
$263.3M RAUM · 2 reps · 305-377-1941
63
RCM WEALTH ADVISORS — reported RAUM up 27% ($254.8M -> $324.0M). IAPD ↗
$324.0M RAUM · 11 reps · 866-903-1822 · rcmwa.com
63
KESSLER INVESTMENT GROUP, LLC — reported RAUM up 28% ($234.8M -> $300.4M). IAPD ↗
$300.4M RAUM · 5 reps · 812-314-0083 · kesslerig.com
63
DESERT ROSE CAPITAL MANAGEMENT, INC. — reported RAUM up 42% ($79.6M -> $112.7M). IAPD ↗
$112.7M RAUM · 11 reps · 208 297-2710 · desertrosecapital.com
63
STONEBRIDGE FINANCIAL PLANNING GROUP, LLC — reported RAUM up 28% ($219.8M -> $281.0M). IAPD ↗
$281.0M RAUM · 8 reps · 407-695-7100 · stonebridgefpgroup.com
63
JT STRATFORD, LLC — reported RAUM up 26% ($644.9M -> $814.9M). IAPD ↗
$814.9M RAUM · 14 reps · 770-534-6046
63
TRICORD ADVISORS, INC. — reported RAUM up 30% ($201.4M -> $261.7M). IAPD ↗
$261.7M RAUM · 5 reps · 951-684-7011 · tricordadvisors.com
63
GOODHAVEN CAPITAL MANAGEMENT — reported RAUM up 29% ($336.4M -> $434.7M). IAPD ↗
$434.7M RAUM · 2 reps · 305-677-7650 · goodhavenllc.com
63
MILLINGTON FINANCIAL ADVISORS, LLC — reported RAUM up 42% ($158.5M -> $224.4M). IAPD ↗
$224.4M RAUM · 4 reps · 630-922-7900 · millingtonfa.com
63
BLUESTONE CAPITAL MANAGEMENT, LLC — reported RAUM up 25% ($281.0M -> $351.5M). IAPD ↗
$351.5M RAUM · 4 reps · 610-337-6500 · bluestonecm.com
63
MILLS WEALTH ADVISORS, LLC — reported RAUM up 27% ($346.2M -> $440.1M). IAPD ↗
$440.1M RAUM · 5 reps · 817-416-7300
63
SOLOMON API LLC — reported RAUM up 29% ($280.0M -> $362.0M). IAPD ↗
$362.0M RAUM · 3 reps · 321-888-2599 · solomonapi.com
63
SIGNIFY WEALTH LLC — reported RAUM up 30% ($218.4M -> $283.7M). IAPD ↗
$283.7M RAUM · 4 reps · 314-222-0295
63
AMJ FINANCIAL WEALTH MANAGEMENT LLC — reported RAUM up 28% ($334.6M -> $427.4M). IAPD ↗
$427.4M RAUM · 7 reps · 703-466-0477
63
JCSD CAPITAL, LLC — reported RAUM up 45% ($120.4M -> $174.4M). IAPD ↗
$174.4M RAUM · 3 reps · 925-954-7207
63
SECOND HALF FINANCIAL PARTNERS, LLC — reported RAUM up 28% ($284.0M -> $364.1M). IAPD ↗
$364.1M RAUM · 5 reps · 863-385-1101
63
SWMG, LLC — reported RAUM up 29% ($249.0M -> $320.1M). IAPD ↗
$320.1M RAUM · 5 reps · 817-210-3444 · strittmatterwealth.com
63
FULLCIRCLE WEALTH LLC — reported RAUM up 27% ($310.6M -> $393.5M). IAPD ↗
$393.5M RAUM · 4 reps · 972-480-6200 · fullcircle-wealth.com
63
CONCENTRUM WEALTH MANAGEMENT — reported RAUM up 30% ($623.5M -> $809.3M). IAPD ↗
$809.3M RAUM · 5 reps · 408-840-4030
63
TALLWOODS PARTNERS, LLC — reported RAUM up 25% ($247.8M -> $310.7M). IAPD ↗
$310.7M RAUM · 2 reps · 312-283-3697 · tallwoods.com
63
CABLE CAR CAPITAL, LP — reported RAUM up 29% ($198.0M -> $254.6M). IAPD ↗
$254.6M RAUM · 2 reps · 415-857-1965 · cablecarcapital.com
63
BRIGHT WEALTH MANAGEMENT, LLC — reported RAUM up 43% ($160.0M -> $229.0M). IAPD ↗
$229.0M RAUM · 5 reps · (972) 410-6623
63
GRANDVIEW ASSET MANAGEMENT LLC — reported RAUM up 29% ($263.6M -> $340.0M). IAPD ↗
$340.0M RAUM · 4 reps · 717-541-1000 · inspiretoretire.com
63
MODERN CAPITAL GROUP LLC — reported RAUM up 41% ($30.1M -> $42.5M). IAPD ↗
$42.5M RAUM · 1 reps · 212-531-5600 · modern.net
63
COYLE CAPITAL, LLC — reported RAUM up 28% ($625.9M -> $800.5M). IAPD ↗
$800.5M RAUM · 6 reps · (512) 522-9043 · coylecap.com
63
REDWOOD WEALTH MANAGEMENT, LLC — reported RAUM up 29% ($381.0M -> $493.0M). IAPD ↗
$493.0M RAUM · 3 reps · 888-552-1905 · redwoodwealth.com
63
LEGACY WEALTH MANAGEMENT, LLC — reported RAUM up 28% ($373.2M -> $476.5M). IAPD ↗
$476.5M RAUM · 35 reps · 208-955-0500
63
THE MAIN STREET GROUP — reported RAUM up 28% ($324.9M -> $414.6M). IAPD ↗
$414.6M RAUM · 8 reps · 804-270-4470 · themainstreetgroup.com
63
WYNN CAPITAL — reported RAUM up 25% ($200.4M -> $251.0M). IAPD ↗
$251.0M RAUM · 3 reps · 706-869-3451 · wynncap.com
63
POLARIS FINANCIAL, LLC — reported RAUM up 44% ($34.4M -> $49.6M). IAPD ↗
$49.6M RAUM · 2 reps · 7089960213 · polarisportfolios.com
63
WINTHROP PARTNERS - EPA, LLC — reported RAUM up 42% ($42.2M -> $59.8M). IAPD ↗
$59.8M RAUM · 3 reps · 267-454-4585
63
FIRST AMERICAN ASSET ADVISORY, LLC — reported RAUM up 41% ($99.7M -> $140.2M). IAPD ↗
$140.2M RAUM · 5 reps · (516) 622-3100 · firstaaa.com
63
SGH WEALTH MANAGEMENT — reported RAUM up 28% ($354.2M -> $453.7M). IAPD ↗
$453.7M RAUM · 6 reps · (248) 731-0029
63
SEABIRD INVESTMENT PARTNERS — reported RAUM up 28% ($275.8M -> $354.4M). IAPD ↗
$354.4M RAUM · 5 reps · 858-457-7707 · seabirdfin.com
63
SMART MONEY GROUP, LLC — reported RAUM up 29% ($286.5M -> $368.9M). IAPD ↗
$368.9M RAUM · 9 reps · 254-629-3866 · kennedy-financial.com
63
INTEGRATED CAPITAL MANAGEMENT — reported RAUM up 30% ($283.2M -> $367.6M). IAPD ↗
$367.6M RAUM · 4 reps · 248-593-8900
63
BRASS TAX WEALTH MANAGEMENT — reported RAUM up 28% ($674.3M -> $860.2M). IAPD ↗
$860.2M RAUM · 12 reps · 513-605-3394 · brasstaxwealth.com
63
PALO ALTO WEALTH ADVISORS, LLC — reported RAUM up 30% ($592.9M -> $770.4M). IAPD ↗
$770.4M RAUM · 4 reps · (650) 656-9800
63
KEENAN FINANCIAL — reported RAUM up 44% ($102.7M -> $148.0M). IAPD ↗
$148.0M RAUM · 24 reps · (978) 270-1193
63
COMMONWEALTH RETIREMENT INVESTMENTS LLC — reported RAUM up 27% ($240.4M -> $306.2M). IAPD ↗
$306.2M RAUM · 5 reps · 804-282-1238
63
SILVER GROVE ADVISORY SERVICES — reported RAUM up 27% ($256.4M -> $326.6M). IAPD ↗
$326.6M RAUM · 16 reps · (716) 800-4291
63
INVICTA FINANCIAL GROUP — reported RAUM up 29% ($251.0M -> $324.6M). IAPD ↗
$324.6M RAUM · 10 reps · 928-344-8000 · invictafg.com
63
HFM INVESTMENT ADVISORS, LLC — reported RAUM up 26% ($261.2M -> $329.3M). IAPD ↗
$329.3M RAUM · 5 reps · 856-232-2270
63
SHARP FINANCIAL — reported RAUM up 29% ($304.7M -> $391.9M). IAPD ↗
$391.9M RAUM · 5 reps · (215) 659-2130 · sharpllc.com
63
OWEN LARUE FINANCIAL GROUP — reported RAUM up 26% ($272.9M -> $343.1M). IAPD ↗
$343.1M RAUM · 4 reps · 270-769-9995 · owenlarue.com
63
GLOBAL FINANCIAL PRIVATE CLIENT — reported RAUM up 29% ($515.7M -> $666.9M). IAPD ↗
$666.9M RAUM · 5 reps · 941-441-1624
63
RESOLUTE WEALTH ADVISOR, INC. — reported RAUM up 29% ($199.7M -> $258.4M). IAPD ↗
$258.4M RAUM · 4 reps · 419-422-4400 · resolutewealthadvisor.com
63
CENTENNIAL ADVISORS, LLC — reported RAUM up 43% ($118.9M -> $169.8M). IAPD ↗
$169.8M RAUM · 6 reps · (512) 265-5000 · iwanttoretirewell.com
63
BLACKDIAMOND WEALTH MANAGEMENT, LLC — reported RAUM up 29% ($249.0M -> $322.4M). IAPD ↗
$322.4M RAUM · 6 reps · (212) 784-6999
63
BRADLEY & COMPANY PRIVATE WEALTH MANAGEMENT, LLC — reported RAUM up 40% ($160.5M -> $224.7M). IAPD ↗
$224.7M RAUM · 1 reps · 415-655-5500 · bradleyandco.com
63
CALLODINE CAPITAL MANAGEMENT — reported RAUM up 30% ($607.4M -> $787.3M). IAPD ↗
$787.3M RAUM · 5 reps · 617-880-7494 · callodine.com
63
MINDFUL WEALTH LLC — reported RAUM up 42% ($132.9M -> $188.3M). IAPD ↗
$188.3M RAUM · 1 reps · 312-953-9900 · mindfulwealthllc.com
63
MERKLE RETIREMENT PLANNING — reported RAUM up 28% ($334.8M -> $428.5M). IAPD ↗
$428.5M RAUM · 7 reps · 515-278-4110 · anchor.fm
63
CASTLE COAST WEALTH, LLC — reported RAUM up 27% ($324.3M -> $412.3M). IAPD ↗
$412.3M RAUM · 4 reps · (858) 546-1247 · castlecoastwealthllc.com
63
JOURNEY WEALTH MANAGEMENT — reported RAUM up 25% ($750.7M -> $940.7M). IAPD ↗
$940.7M RAUM · 14 reps · 216-468-1333 · fsmwealthadvisors.com
63
MATCH GRADE ADVISORS — reported RAUM up 29% ($279.3M -> $361.0M). IAPD ↗
$361.0M RAUM · 5 reps · 864-250-0661
63
HAWKE FINANCIAL GROUP — reported RAUM up 28% ($198.3M -> $254.3M). IAPD ↗
$254.3M RAUM · 2 reps · (208) 855-9400 · idahofinancialplanner.com
63
MONTZ HARCUS WEALTH MANAGEMENT — reported RAUM up 27% ($563.8M -> $713.7M). IAPD ↗
$713.7M RAUM · 6 reps · 504-488-3700
63
SCHORN WEALTH — reported RAUM up 27% ($289.9M -> $367.8M). IAPD ↗
$367.8M RAUM · 8 reps · 610 399-1500 · schorn.net
63
GREEN RIDGE WEALTH PLANNING LLC — reported RAUM up 25% ($240.9M -> $301.6M). IAPD ↗
$301.6M RAUM · 5 reps · 973-554-1770
63
ABBEY STREET — reported RAUM up 29% ($245.0M -> $315.1M). IAPD ↗
$315.1M RAUM · 7 reps · (952) 224-7272
63
SYNERGY FINANCIAL PARTNERS, LLC — reported RAUM up 26% ($221.7M -> $280.0M). IAPD ↗
$280.0M RAUM · 5 reps · 303-399-9999 · sfpdenver.com
63
LOFTIN WEALTH PARTNERS — reported RAUM up 25% ($233.6M -> $292.4M). IAPD ↗
$292.4M RAUM · 5 reps · (888) 556-3846
63
CW INVESTMENT ADVISERS, LLC — reported RAUM up 29% ($685.5M -> $884.0M). IAPD ↗
$884.0M RAUM · 25 reps · 626-788-2305
63
RUNNING POINT CAPITAL ADVISORS LLC — reported RAUM up 29% ($509.4M -> $656.9M). IAPD ↗
$656.9M RAUM · 6 reps · 424-502-3501 · runningpointcapital.com
63
NBC CAPITAL ADVISORS — reported RAUM up 26% ($563.7M -> $710.5M). IAPD ↗
$710.5M RAUM · 4 reps · 503-683-7727 · nbccapitaladvisors.com
63
FOURTH DIMENSION WEALTH, LLC — reported RAUM up 30% ($218.6M -> $283.6M). IAPD ↗
$283.6M RAUM · 9 reps · 440-664-4045 · 4d-wealth.com
63
WASHINGTON AVENUE ADVISORS — reported RAUM up 28% ($224.2M -> $286.6M). IAPD ↗
$286.6M RAUM · 7 reps · 844-678-1842
63
MASON & ASSOCIATES, LLC — reported RAUM up 27% ($319.0M -> $403.9M). IAPD ↗
$403.9M RAUM · 5 reps · (757) 223-9898
63
ODEON CAPITAL ADVISORS LLC — reported RAUM up 28% ($613.5M -> $786.0M). IAPD ↗
$786.0M RAUM · 3 reps · 212-230-5880 · odeonadvisors.com
63
WISDOM CAPITAL ASSET MANAGEMENT, LLC — reported RAUM up 45% ($52.8M -> $76.5M). IAPD ↗
$76.5M RAUM · 2 reps · 2034790108 · wisdom-cap.com
63
FINANCIAL FORUM, INC. — reported RAUM up 28% ($216.4M -> $276.0M). IAPD ↗
$276.0M RAUM · 3 reps · 509 458 5373 · financialforum.io
63
BOSUN ASSET MANAGEMENT, LLC — reported RAUM up 28% ($247.6M -> $316.2M). IAPD ↗
$316.2M RAUM · 7 reps · 773.825.0007 · bosunam.com
63
SERENITY INVESTMENT ADVISORS — reported RAUM up 27% ($296.9M -> $376.0M). IAPD ↗
$376.0M RAUM · 4 reps · 312-734-1415 · yelp.com
63
MANER WEALTH — reported RAUM up 44% ($172.7M -> $248.3M). IAPD ↗
$248.3M RAUM · 4 reps · 517-323-7500 · manerwealth.com
63
ROBERTS WEALTH ADVISORS, LLC — reported RAUM up 26% ($306.1M -> $385.4M). IAPD ↗
$385.4M RAUM · 6 reps · 650-240-2410
63
PTM WEALTH MANAGEMENT, LLC — reported RAUM up 41% ($124.1M -> $175.3M). IAPD ↗
$175.3M RAUM · 2 reps · 267-317-1515
63
SAN LUIS WEALTH ADVISORS — reported RAUM up 26% ($561.1M -> $705.5M). IAPD ↗
$705.5M RAUM · 4 reps · 805-810-0002 · sanluiswealth.com
63
THE INVICTUS COLLECTIVE, LLC — reported RAUM up 29% ($308.5M -> $399.4M). IAPD ↗
$399.4M RAUM · 2 reps · (866) 636-3468 · theinvictuscollective.com
63
CARROLL INVESTORS, INC. — reported RAUM up 42% ($150.4M -> $213.3M). IAPD ↗
$213.3M RAUM · 2 reps · 843-352-4963
63
GREENUP STREET WEALTH MANAGEMENT LLC — reported RAUM up 30% ($510.8M -> $661.7M). IAPD ↗
$661.7M RAUM · 15 reps · 734-656-8121
63
MARIPAU WEALTH MANAGEMENT LLC — reported RAUM up 26% ($235.0M -> $296.1M). IAPD ↗
$296.1M RAUM · 18 reps · 260-493-3930
63
PARAGON PRIVATE WEALTH MANAGEMENT LLC — reported RAUM up 25% ($283.0M -> $354.9M). IAPD ↗
$354.9M RAUM · 3 reps · 859-300-3985 · paragonmgmt.com
63
PRINCETON VALUE PARTNERS LLC — reported RAUM up 41% ($25.9M -> $36.6M). IAPD ↗
$36.6M RAUM · 2 reps · 6095716687 · princetonvp.com
63
VICKERMAN INVESTMENT ADVISORS, INC. — reported RAUM up 25% ($372.1M -> $466.6M). IAPD ↗
$466.6M RAUM · 4 reps · 509-325-7610 · vickermandriscoll.com
63
CRANE & ASSOCIATES WEALTH MANAGEMENT — reported RAUM up 25% ($645.5M -> $809.4M). IAPD ↗
$809.4M RAUM · 3 reps · 714-525-4445 · doncrane.com
63
FINANCIAL DESIGNS WEALTH MANAGEMENT — reported RAUM up 41% ($137.7M -> $194.8M). IAPD ↗
$194.8M RAUM · 3 reps · 786-388-0070
63
ALPHA LEONIS PARTNERS, LLC — reported RAUM up 28% ($292.6M -> $373.3M). IAPD ↗
$373.3M RAUM · 6 reps · 332-249-0050 · alphaleonispartners.com
63
POWER WEALTH MANAGEMENT — reported RAUM up 30% ($293.8M -> $381.4M). IAPD ↗
$381.4M RAUM · 5 reps · 404-889-8919 · powerwm.com
63
ENZI WEALTH — reported RAUM up 26% ($337.0M -> $424.0M). IAPD ↗
$424.0M RAUM · 3 reps · 512-795-0030
63
HORIZON FAMILY WEALTH, INC. — reported RAUM up 27% ($220.7M -> $279.7M). IAPD ↗
$279.7M RAUM · 1 reps · 312-442-9192 · horizonfamilywealth.com
63
KERBEROS CAPITAL MANAGEMENT LLC — reported RAUM up 29% ($270.0M -> $348.6M). IAPD ↗
$348.6M RAUM · 4 reps · (312) 854-8787 · kerberoscm.com
63
COMPASS FINANCIAL ADVISORY SERVICES, LLC — reported RAUM up 25% ($354.0M -> $443.8M). IAPD ↗
$443.8M RAUM · 4 reps · 888-673-5191 · compassfinancial.us
63
RADIANT GLOBAL INVESTORS LLC — reported RAUM up 44% ($37.0M -> $53.3M). IAPD ↗
$53.3M RAUM · 4 reps · 925-899-3600
63
TRIFECTA CAPITAL ADVISORS, LLC — reported RAUM up 25% ($567.6M -> $712.2M). IAPD ↗
$712.2M RAUM · 3 reps · 1-847-495-2464
63
NFWM — reported RAUM up 42% ($105.4M -> $149.3M). IAPD ↗
$149.3M RAUM · 2 reps · (214) 379-333
63
SENIOR TAX ADVISORY GROUP, INC. — reported RAUM up 44% ($61.4M -> $88.5M). IAPD ↗
$88.5M RAUM · 3 reps · 719-596-4844 · springstax.com
63
PACE FINANCIAL ADVISORS — reported RAUM up 30% ($301.0M -> $390.1M). IAPD ↗
$390.1M RAUM · 10 reps · 971-727-8434 · pace-fa.com
63
ONESOURCE WEALTH MANAGEMENT — reported RAUM up 40% ($100.0M -> $140.0M). IAPD ↗
$140.0M RAUM · 2 reps · 9169673500 · wisemoneyguys.com
63
MICHELS FAMILY FINANCIAL, LLC — reported RAUM up 25% ($242.6M -> $303.5M). IAPD ↗
$303.5M RAUM · 2 reps · 817-719-9999 · michelsfamilyfinancial.com
63
TABLEAUX WEALTH — reported RAUM up 41% ($109.3M -> $154.3M). IAPD ↗
$154.3M RAUM · 4 reps · 413-264-2400
63
FOX HILL WEALTH MANAGEMENT — reported RAUM up 27% ($198.4M -> $251.8M). IAPD ↗
$251.8M RAUM · 7 reps · 781-613-2600
63
ANCORATO — reported RAUM up 41% ($170.6M -> $240.3M). IAPD ↗
$240.3M RAUM · 6 reps · 208-925-0006 · legacy-is.com
63
DUNBAR ASSOCIATES, LLC — reported RAUM up 25% ($213.2M -> $267.1M). IAPD ↗
$267.1M RAUM · 2 reps · (203) 880-5716 · dunbarassociatesllc.com
63
TWIN PEAKS WEALTH ADVISORS — reported RAUM up 29% ($318.5M -> $410.4M). IAPD ↗
$410.4M RAUM · 9 reps · (650) 200-0308
63
DFS ADVISORY — reported RAUM up 40% ($102.8M -> $144.0M). IAPD ↗
$144.0M RAUM · 2 reps · (940) 297-1474 · distinctfinancialsolutions.com
63
ELEVATUS WEALTH MANAGEMENT, LLC — reported RAUM up 26% ($346.5M -> $438.1M). IAPD ↗
$438.1M RAUM · 6 reps · 585-565-4450 · elevatuswealth.com
63
BRB FINANZ USA — reported RAUM up 29% ($202.2M -> $261.0M). IAPD ↗
$261.0M RAUM · 2 reps · 305-954-2020 · brbfinanz.com
63
FIDUCIARY BENEFITS GROUP — reported RAUM up 29% ($651.5M -> $843.4M). IAPD ↗
$843.4M RAUM · 3 reps · 844-967-8491
63
NICHOLSON WEALTH MANAGEMENT GROUP, LLC — reported RAUM up 29% ($226.3M -> $291.3M). IAPD ↗
$291.3M RAUM · 3 reps · 843-790-2625
63
VISTA INVESTMENT PARTNERS — reported RAUM up 29% ($249.6M -> $321.8M). IAPD ↗
$321.8M RAUM · 5 reps · 765-962-5153 · vistainvestment.net
63
LEGACY BEYOND WEALTH LLC — reported RAUM up 43% ($140.0M -> $200.0M). IAPD ↗
$200.0M RAUM · 1 reps · 408-464-3876
63
ELDRIDGE INVESTMENT ADVISORS INC — began participating in a wrap-fee program. IAPD ↗
$790.9M RAUM · 8 reps · 603-625-8559 · eldridgeco.com
63
FINANCIAL INSIGHTS WEALTH MANAGEMENT — began participating in a wrap-fee program. IAPD ↗
$662.7M RAUM · 9 reps · (253) 627-6010
63
NORTHSTAR FINANCIAL PLANNING, LLC — began participating in a wrap-fee program. IAPD ↗
$262.5M RAUM · 5 reps · 603-458-2776
63
WEALTH ADVISORY GROUP, INC. — began participating in a wrap-fee program. IAPD ↗
$666.9M RAUM · 6 reps · 610-225-1000 · wagadvisors.com
63
NESTEGGS, INC. — began participating in a wrap-fee program. IAPD ↗
$724.7M RAUM · 8 reps · 904-348-3131 · nesteggs401k.com
63
LIFEINVEST WEALTH MANAGEMENT, LTD — began participating in a wrap-fee program. IAPD ↗
$447.1M RAUM · 15 reps · 786-523-0500
63
WESTSIDE INVESTMENT MANAGEMENT, LLC — began participating in a wrap-fee program. IAPD ↗
$774.2M RAUM · 8 reps · 310-315-9400
63
BAY HARBOR WEALTH MANAGEMENT, LLC — began participating in a wrap-fee program. IAPD ↗
$336.9M RAUM · 4 reps · 410-403-2060
63
WEALTHSPRING CAPITAL LLC — began participating in a wrap-fee program. IAPD ↗
$454.9M RAUM · 3 reps · 914-419-2207 · wealthspringcapital.com
63
HUMANKIND INVESTMENTS — began participating in a wrap-fee program. IAPD ↗
$442.8M RAUM · 5 reps · 646-838-4352
63
FINANCIAL ADVISORY PARTNERS, LLC — began participating in a wrap-fee program. IAPD ↗
$325.1M RAUM · 3 reps · 407-478-6314
63
CAP SIX ADVISORS — began participating in a wrap-fee program. IAPD ↗
$268.2M RAUM · 3 reps · 281-671-7982 · cap-six.com
63
BRIDGEPORT FINANCIAL SOLUTIONS — began participating in a wrap-fee program. IAPD ↗
$484.5M RAUM · 11 reps · 877-411-2737 · bridgeport.financial
63
POTENTIA WEALTH — began participating in a wrap-fee program. IAPD ↗
$485.5M RAUM · 8 reps · 408-288-7886 · potentiawealth.com
62
THE SCOTT S. JAMES COMPANY — reported RAUM up 37% ($91.6M -> $125.2M). IAPD ↗
$125.2M RAUM · 2 reps · 703-533-2500 · scottjamesgroup.com
62
AMERICAN NORTHWEST ADVISORY SERVICES L.L.C. — reported RAUM up 38% ($24.8M -> $34.3M). IAPD ↗
$34.3M RAUM · 4 reps · 253-815-6564 · americannw.com
62
PKS INVESTMENT ADVISORS LLC — reported RAUM up 39% ($174.6M -> $242.4M). IAPD ↗
$242.4M RAUM · 8 reps · 410-546-5600 · pksadvisors.com
62
NEWPORT INVESTMENT ADVISORS INC — reported RAUM up 38% ($114.8M -> $158.9M). IAPD ↗
$158.9M RAUM · 2 reps · 216-514-5151 · newport.investments
62
GRIFFITH & WERNER, INC. — reported RAUM up 39% ($140.2M -> $195.2M). IAPD ↗
$195.2M RAUM · 4 reps · 678-901-4167 · griffith-werner.com
62
NEWPORT WEALTH ADVISORS, INC. — reported RAUM up 38% ($140.4M -> $193.3M). IAPD ↗
$193.3M RAUM · 6 reps · (877) 692-7227 · rpbacademy.com
62
WARREN CAPITAL GROUP — reported RAUM up 38% ($90.7M -> $124.8M). IAPD ↗
$124.8M RAUM · 4 reps · 8542468881
62
INTEGRATED WEALTH MANAGEMENT, INC. — reported RAUM up 36% ($139.2M -> $189.5M). IAPD ↗
$189.5M RAUM · 6 reps · 330-896-1644 · iwmgameplan.com
62
PINGORA PARTNERS LLC — reported RAUM up 37% ($135.7M -> $186.6M). IAPD ↗
$186.6M RAUM · 1 reps · 307-739-8686
62
INTELLIFLO ADVISERS, INC. — reported RAUM up 37% ($90.7M -> $124.0M). IAPD ↗
$124.0M RAUM · 3 reps · 800-607-3340
62
COLLAR CAPITAL MANAGEMENT, LLC — reported RAUM up 39% ($105.8M -> $146.8M). IAPD ↗
$146.8M RAUM · 2 reps · 920-830-1556 · collarcapital.com
62
REVERE ASSET — reported RAUM up 38% ($156.6M -> $216.8M). IAPD ↗
$216.8M RAUM · 4 reps · 855-732-5932 · revereasset.com
62
INTEGRATED WEALTH STRATEGIES, LLC — reported RAUM up 35% ($103.8M -> $140.5M). IAPD ↗
$140.5M RAUM · 3 reps · 512-291-6391 · yelp.com
62
PERINI CAPITAL — reported RAUM up 35% ($161.0M -> $217.4M). IAPD ↗
$217.4M RAUM · 5 reps · 575-725-1978
62
ROI FINANCIAL — reported RAUM up 36% ($161.6M -> $220.5M). IAPD ↗
$220.5M RAUM · 3 reps · 503-941-5925
62
MCBEATH FINANCIAL GROUP — reported RAUM up 39% ($160.2M -> $223.2M). IAPD ↗
$223.2M RAUM · 6 reps · 309-808-2224 · vimeo.com
62
HIPPOCRATIC FINANCIAL ADVISORS — reported RAUM up 38% ($123.0M -> $170.2M). IAPD ↗
$170.2M RAUM · 3 reps · 866-447-2380 · hippocraticfa.com
62
ERISA ADVISERS, INC. — reported RAUM up 39% ($145.6M -> $202.6M). IAPD ↗
$202.6M RAUM · 1 reps · (855) 255-2391 · erisaadvisers.com
62
STONE PINE FINANCIAL PARTNERS — reported RAUM up 35% ($146.9M -> $199.0M). IAPD ↗
$199.0M RAUM · 4 reps · 610-565-9181 · stonepinefinancial.com
62
TFG FINANCIAL ADVISORS, LLC — reported RAUM up 38% ($111.9M -> $154.5M). IAPD ↗
$154.5M RAUM · 4 reps · (561) 209-1120
62
WIREGRASS ASSET MANAGEMENT — reported RAUM up 38% ($94.3M -> $129.9M). IAPD ↗
$129.9M RAUM · 2 reps · (229) 226-0111
62
BANNERMAN WEALTH — reported RAUM up 37% ($110.8M -> $152.2M). IAPD ↗
$152.2M RAUM · 3 reps · (214) 919-4448 · stackingbenjamins.com
62
ALERCE INVESTMENT MANAGEMENT, L.P. — reported RAUM up 38% ($161.9M -> $223.2M). IAPD ↗
$223.2M RAUM · 2 reps · 312-448-5500
62
STRATEGIC WEALTH ADVISORS GROUP, INC. — reported RAUM up 39% ($101.1M -> $140.2M). IAPD ↗
$140.2M RAUM · 6 reps · 586-203-2275 · swaganalysis.com
62
DAVIS PRIVATE WEALTH, LLC — reported RAUM up 40% ($123.3M -> $172.5M). IAPD ↗
$172.5M RAUM · 2 reps · (561) 284-8999 · davisprivatewealth.com
62
NEST EGG — reported RAUM up 37% ($74.1M -> $101.6M). IAPD ↗
$101.6M RAUM · 7 reps · 888-345-2163 · mybanknestegg.com
62
ANTONELLI FINANCIAL ADVISORS, LLC — reported RAUM up 39% ($139.3M -> $193.0M). IAPD ↗
$193.0M RAUM · 3 reps · 313-290-2602
62
RICHMOND QUANTITATIVE ADVISORS, LLC — reported RAUM up 40% ($19.9M -> $27.8M). IAPD ↗
$27.8M RAUM · 2 reps · (804) 347-0126
62
GREAT GABLE WEALTH MANAGEMENT, LLC — reported RAUM up 40% ($135.8M -> $189.7M). IAPD ↗
$189.7M RAUM · 2 reps · 415-986-1116
62
PRATTES WEALTH PARTNERS — reported RAUM up 39% ($130.0M -> $180.3M). IAPD ↗
$180.3M RAUM · 3 reps · 949-271-6333 · sprivecap.com
62
MERITED WEALTH, LLC — reported RAUM up 36% ($105.7M -> $143.4M). IAPD ↗
$143.4M RAUM · 4 reps · 305.722.0091
62
OAK CREST ADVISORY, LLC — reported RAUM up 35% ($51.7M -> $70.0M). IAPD ↗
$70.0M RAUM · 3 reps · 585-507-1681 · oakcrestadvisory.com
62
EMPOWER WEALTH MANAGEMENT — reported RAUM up 37% ($146.3M -> $200.2M). IAPD ↗
$200.2M RAUM · 2 reps · 512-833-6557 · empoweringretirement.com
62
MAGNIFINA, LLC — reported RAUM up 37% ($39.3M -> $53.9M). IAPD ↗
$53.9M RAUM · 1 reps · 800-732-0818
62
RIDGELINE WEALTH PLANNING LLC — reported RAUM up 36% ($147.4M -> $200.5M). IAPD ↗
$200.5M RAUM · 3 reps · (937)-739-3744
62
ELYSIUM WEALTH MANAGEMENT, LLC — reported RAUM up 37% ($116.0M -> $159.2M). IAPD ↗
$159.2M RAUM · 8 reps · 801-735-8407 · saltwealthpartners.com
62
MOMENT PRIVATE WEALTH — reported RAUM up 40% ($112.1M -> $156.7M). IAPD ↗
$156.7M RAUM · 3 reps · (636) 591-1050 · momentprivatewealth.com
62
GRAMERCY STRATEGIC CAPITAL LLC — reported RAUM up 36% ($144.9M -> $197.3M). IAPD ↗
$197.3M RAUM · 1 reps · 917-272-7036 · gramercysc.com
62
DOGWOOD WEALTH MANAGEMENT, LLC — reported RAUM up 37% ($148.6M -> $204.2M). IAPD ↗
$204.2M RAUM · 4 reps · (913) 232-2900
62
REAL TALK CAPITAL, LLC — reported RAUM up 40% ($102.6M -> $143.6M). IAPD ↗
$143.6M RAUM · 4 reps · 833-856-2088 · realtalkcapital.com
62
BALLAST ROCK PRIVATE WEALTH — reported RAUM up 40% ($170.6M -> $238.2M). IAPD ↗
$238.2M RAUM · 6 reps · (800) 204-2513 · ballastrockpw.com
62
TIER ONE WEALTH MANAGEMENT — reported RAUM up 35% ($92.6M -> $125.1M). IAPD ↗
$125.1M RAUM · 3 reps · 303-858-0000 · tieronewm.com
62
VIVID WEALTH MANAGEMENT, LLC — reported RAUM up 36% ($171.9M -> $234.7M). IAPD ↗
$234.7M RAUM · 2 reps · (515) 480-7593 · rwww.retirevivid.com
62
ATLAS INVESTMENT ADVISORS — reported RAUM up 37% ($100.7M -> $138.2M). IAPD ↗
$138.2M RAUM · 2 reps · 770-336-6805
62
DECISIONMAP WEALTH MANAGEMENT, LLC — reported RAUM up 37% ($177.4M -> $242.5M). IAPD ↗
$242.5M RAUM · 4 reps · (703) 520-1160 · decisionmap.com
62
ROCKBRIDGE CAPITAL MANAGEMENT — reported RAUM up 37% ($137.9M -> $189.4M). IAPD ↗
$189.4M RAUM · 3 reps · 571.982.5398 · rockbridgecap.com
62
OUTRUNNER CAPITAL, LLC — reported RAUM up 36% ($172.0M -> $233.2M). IAPD ↗
$233.2M RAUM · 5 reps · 512-649-3192 · outrunnercapital.com
61
CREWS & ASSOCIATES, INC. — reported RAUM up 33% ($112.4M -> $149.4M). IAPD ↗
$149.4M RAUM · 20 reps · 501-907-2000 · crewsfs.com
61
UPRIGHT FINANCIAL CORP — reported RAUM up 33% ($62.6M -> $83.1M). IAPD ↗
$83.1M RAUM · 1 reps · 973-533-1818
61
ALLSTATE FINANCIAL ADVISORS, LLC — reported RAUM up 32% ($62.1M -> $82.0M). IAPD ↗
$82.0M RAUM · 0 reps · 877-232-2142
61
CASSEDY FINANCIAL GROUP, INC. — reported RAUM up 34% ($165.8M -> $222.3M). IAPD ↗
$222.3M RAUM · 3 reps · 813-251-0004 · cassedyfinancialgroup.com
61
PEGASUS GROUP, LLC — reported RAUM up 35% ($57.4M -> $77.3M). IAPD ↗
$77.3M RAUM · 2 reps · 845-369-9422
61
THE PLANNER'S EDGE LLC — reported RAUM up 31% ($142.3M -> $186.7M). IAPD ↗
$186.7M RAUM · 3 reps · 206-232-4500 · theplannersedge.com
61
CONWAY FINANCIAL GROUP, LLC — reported RAUM up 32% ($105.1M -> $138.2M). IAPD ↗
$138.2M RAUM · 2 reps · (314) 579-9157 · conwayfinancialgroup.com
61
J M BROWN FINANCIAL PARTNERS — reported RAUM up 32% ($120.0M -> $158.0M). IAPD ↗
$158.0M RAUM · 5 reps · 918-496-5460 · perfectcalendar.com
61
EAMES FINANCIAL — reported RAUM up 31% ($150.0M -> $196.0M). IAPD ↗
$196.0M RAUM · 1 reps · 973-539-2855
61
STEWARDSHIP FINANCIAL PLANNING — reported RAUM up 35% ($37.0M -> $49.8M). IAPD ↗
$49.8M RAUM · 1 reps · 914-380-1421 · stewardshipfp.com
61
INTEGRATED FINANCIAL CONSULTING, LLC — reported RAUM up 34% ($93.5M -> $125.0M). IAPD ↗
$125.0M RAUM · 1 reps · 845-426-6300 · integratedfinancialconsulting.com
61
SIERRA PACIFIC FINANCIAL ADVISORS — reported RAUM up 31% ($162.1M -> $212.7M). IAPD ↗
$212.7M RAUM · 3 reps · 925 223-8868 · sierrapfa.com
61
PROSPECT HILL MANAGEMENT, LLC — reported RAUM up 34% ($175.1M -> $234.2M). IAPD ↗
$234.2M RAUM · 1 reps · 908-277-0159 · prospecthill.net
61
ROOKWOOD WEALTH MANAGEMENT, LLC — reported RAUM up 33% ($126.3M -> $168.1M). IAPD ↗
$168.1M RAUM · 1 reps · 513-871-7815
61
VIMA, LLC — reported RAUM up 33% ($113.3M -> $150.2M). IAPD ↗
$150.2M RAUM · 12 reps · 248-526-6700 · vimawealth.com
61
PACIFIC FINANCIAL STRATEGIES, INC — reported RAUM up 32% ($138.0M -> $181.7M). IAPD ↗
$181.7M RAUM · 3 reps · (818) 991-7794 · pacfs.com
61
LOGIC WEALTH MANAGEMENT, LLC — reported RAUM up 34% ($122.5M -> $164.7M). IAPD ↗
$164.7M RAUM · 9 reps · (626) 757-4323 · logicwm.com
61
RYDAR EQUITIES, INC. — reported RAUM up 34% ($112.0M -> $150.0M). IAPD ↗
$150.0M RAUM · 2 reps · 432-634-8673 · rydarequities.com
61
FOUR TREE ISLAND ADVISORY LLC — reported RAUM up 33% ($122.5M -> $163.1M). IAPD ↗
$163.1M RAUM · 1 reps · 603-427-8053 · fourtreeislandadvisory.com
61
SUMMER CREEK WEALTH MANAGEMENT, LLC — reported RAUM up 35% ($34.3M -> $46.2M). IAPD ↗
$46.2M RAUM · 1 reps · 518-867-5620
61
A SMARTER WAY TO INVEST, INC. — reported RAUM up 32% ($84.8M -> $112.2M). IAPD ↗
$112.2M RAUM · 4 reps · 810-588-6178 · asmarterwaytoinvest.com
61
INVARIANT INVESTMENT MANAGEMENT — reported RAUM up 35% ($101.0M -> $135.9M). IAPD ↗
$135.9M RAUM · 6 reps · (717) 317-9006 · invariantinvestments.com
61
SOUNDHAVEN CAPITAL MANAGEMENT — reported RAUM up 32% ($120.4M -> $159.4M). IAPD ↗
$159.4M RAUM · 1 reps · 818-292-1474 · soundhavencapital.com
61
WALSER WEALTH MANAGEMENT COMPANY, A LIMITED LIABILITY COMPANY — reported RAUM up 34% ($164.1M -> $220.3M). IAPD ↗
$220.3M RAUM · 16 reps · 866-929-3258 · walserwealth.com
61
TRADEWAY — reported RAUM up 33% ($68.4M -> $91.2M). IAPD ↗
$91.2M RAUM · 15 reps · 877-777-0703 · tradeway.com
61
COLARION — reported RAUM up 33% ($125.9M -> $167.9M). IAPD ↗
$167.9M RAUM · 3 reps · 205 410 9443
61
WINDLE WEALTH — reported RAUM up 30% ($159.3M -> $207.8M). IAPD ↗
$207.8M RAUM · 2 reps · 405-261-5202
61
SPAHN WEALTH & RETIREMENT LLC — reported RAUM up 32% ($127.3M -> $167.4M). IAPD ↗
$167.4M RAUM · 1 reps · 602-730-6114
61
KNOX WEALTH PARTNERS ADVISORY — reported RAUM up 31% ($176.9M -> $231.3M). IAPD ↗
$231.3M RAUM · 7 reps · (865) 291-2422
61
RING MOUNTAIN CAPITAL, LLC — reported RAUM up 34% ($138.2M -> $185.7M). IAPD ↗
$185.7M RAUM · 1 reps · 415-350-1355 · ringmountaincapital.com
61
BOERUM HILL FINANCIAL ADVISORS LLC — reported RAUM up 31% ($28.3M -> $37.0M). IAPD ↗
$37.0M RAUM · 1 reps · (516) 695-1610
61
THE HAJDARI GROUP, LLC — reported RAUM up 32% ($84.7M -> $111.4M). IAPD ↗
$111.4M RAUM · 1 reps · (212) 381-0050
61
994 GROUP — reported RAUM up 31% ($142.4M -> $186.8M). IAPD ↗
$186.8M RAUM · 2 reps · (512) 853-9597 · 994group.com
61
THE CAPITAL GROUP FIDUCIARY ADVISORS, LLC — reported RAUM up 34% ($154.3M -> $206.7M). IAPD ↗
$206.7M RAUM · 1 reps · 401-519-9000 · capitalgroupfa.com
61
FOLIOBEYOND, LLC — reported RAUM up 30% ($73.4M -> $95.7M). IAPD ↗
$95.7M RAUM · 2 reps · 212-397-7539 · foliobeyond.com
61
THE TENRET COMPANY, LLC — reported RAUM up 31% ($142.0M -> $185.3M). IAPD ↗
$185.3M RAUM · 1 reps · 727-599-6201
61
RIGHTWEALTH ADVISORS, LLC — reported RAUM up 33% ($166.4M -> $221.3M). IAPD ↗
$221.3M RAUM · 3 reps · 937-859-9800
61
EMISSARY WEALTH — reported RAUM up 33% ($117.4M -> $156.1M). IAPD ↗
$156.1M RAUM · 4 reps · 201-853-9103
61
MEDIA WEALTH — reported RAUM up 30% ($109.4M -> $142.3M). IAPD ↗
$142.3M RAUM · 3 reps · 650-252-0550
61
STARK WEALTH MANAGEMENT LLC — reported RAUM up 34% ($131.7M -> $176.9M). IAPD ↗
$176.9M RAUM · 2 reps · 610-419-9894 · starkfinancialgroup.com
61
PULLEN INVESTMENT MANAGEMENT — reported RAUM up 31% ($140.5M -> $184.1M). IAPD ↗
$184.1M RAUM · 2 reps · 941-361-2195
61
PARK AVENUE INVESTMENT ADVISORY, LLC — reported RAUM up 30% ($75.4M -> $98.3M). IAPD ↗
$98.3M RAUM · 87 reps · 800-879-6934 · parkavenuesecurities.com
61
TRUMIX ADVISORS — reported RAUM up 31% ($112.3M -> $147.2M). IAPD ↗
$147.2M RAUM · 3 reps · 952-222-8286
61
MY PROSPER TEAM — reported RAUM up 32% ($39.7M -> $52.5M). IAPD ↗
$52.5M RAUM · 6 reps · 801-889-1341
61
THE WEALTHGARDEN F.S. LLC — reported RAUM up 31% ($139.2M -> $182.3M). IAPD ↗
$182.3M RAUM · 3 reps · 310-571-8489 · thewealthgardenfs.com
61
J.M. ARBOUR, LLC — reported RAUM up 32% ($116.5M -> $154.0M). IAPD ↗
$154.0M RAUM · 6 reps · (207) 248-6767 · jmarbour.com
61
REICON WEALTH ADVISORS, LLC — reported RAUM up 32% ($143.5M -> $189.8M). IAPD ↗
$189.8M RAUM · 5 reps · 404-328-2120 · reiconwealthadvisors.com
61
AVAIL INVESTMENT PARTNERS, LLC — reported RAUM up 33% ($105.4M -> $140.1M). IAPD ↗
$140.1M RAUM · 6 reps · 814-996-7206 · availinvest.com
61
ANEW ADVISORS, LLC — reported RAUM up 34% ($50.5M -> $67.8M). IAPD ↗
$67.8M RAUM · 2 reps · 414-704-2875
61
ARK WEALTH MANAGEMENT — reported RAUM up 32% ($144.6M -> $191.0M). IAPD ↗
$191.0M RAUM · 1 reps · 512-660-5703 · arkfinancial.com
61
LUMIERE FINANCIAL — reported RAUM up 33% ($45.0M -> $59.9M). IAPD ↗
$59.9M RAUM · 7 reps · (212) 516-5900
61
ATHENA WEALTH MANAGEMENT, LLC — reported RAUM up 31% ($107.7M -> $140.6M). IAPD ↗
$140.6M RAUM · 1 reps · (408) 684-3705 · athenawm.com
61
VINCIMUS CAPITAL, LLC — reported RAUM up 33% ($126.5M -> $167.8M). IAPD ↗
$167.8M RAUM · 2 reps · 904.226.4946 · vincimus.com
61
DIAZO, LLC — reported RAUM up 34% ($132.7M -> $177.9M). IAPD ↗
$177.9M RAUM · 4 reps · 702-745-1800
61
LYNX ADVISORY PARTNERS — reported RAUM up 31% ($163.6M -> $214.8M). IAPD ↗
$214.8M RAUM · 5 reps · (305) 772-7137
61
SSB&T WEALTH MANAGEMENT, LLC — reported RAUM up 31% ($100.0M -> $131.0M). IAPD ↗
$131.0M RAUM · 1 reps · 830-997-7575 · ssbtwealth.com
61
LONGEVITY CAPITAL MANAGEMENT — reported RAUM up 34% ($119.3M -> $160.0M). IAPD ↗
$160.0M RAUM · 1 reps · 805-917-6771 · longevitycapitalmgmt.com
61
MINDORO CAPITAL PARTNERS LLC — reported RAUM up 34% ($100.2M -> $134.3M). IAPD ↗
$134.3M RAUM · 5 reps · (617) 214-2313 · mindoro.com
61
MISSION HILLS FINANCIAL ADVISORY LLC — reported RAUM up 33% ($157.5M -> $208.7M). IAPD ↗
$208.7M RAUM · 3 reps · 619-294-9420 · missionhillsfinancial.com
60
ALLIANT SECURITIES, INC. TURNER, NORD, KIENBAUM — reported RAUM up 26% ($180.0M -> $226.5M). IAPD ↗
$226.5M RAUM · 5 reps · 509-747-9144 · alliantsecurities.com
60
THOMPSON DAVIS ASSET MANAGEMENT — reported RAUM up 30% ($159.5M -> $206.9M). IAPD ↗
$206.9M RAUM · 6 reps · 804-644-6380
60
WESBANCO SECURITIES, INC. — reported RAUM up 25% ($132.7M -> $166.5M). IAPD ↗
$166.5M RAUM · 28 reps · 8003683369
60
JOHNSON FINANCIAL ADVISORS — reported RAUM up 27% ($191.1M -> $242.6M). IAPD ↗
$242.6M RAUM · 2 reps · 602-242-4000
60
HANSEATIC MANAGEMENT SERVICES INC — reported RAUM up 27% ($105.9M -> $134.0M). IAPD ↗
$134.0M RAUM · 4 reps · 505-828-2824
60
CORINTHIAN PARTNERS ASSET MANAGEMENT LLC — reported RAUM up 27% ($36.2M -> $46.1M). IAPD ↗
$46.1M RAUM · 4 reps · 212-287-1552 · corinthianpartners.com
60
CHANCELLOR WEALTH MANAGEMENT, INC. — reported RAUM up 28% ($115.5M -> $148.0M). IAPD ↗
$148.0M RAUM · 2 reps · 770-661-0283
60
INTEGRA FINANCIAL, INC. — reported RAUM up 28% ($123.1M -> $157.4M). IAPD ↗
$157.4M RAUM · 4 reps · 303-220-5525
60
ARLINGTON WEALTH MANAGEMENT — reported RAUM up 29% ($154.7M -> $200.1M). IAPD ↗
$200.1M RAUM · 3 reps · 847-670-4030 · arlington-capital.com
60
3RD CREEK INVESTMENTS — reported RAUM up 26% ($129.3M -> $162.5M). IAPD ↗
$162.5M RAUM · 3 reps · 775-832-9222 · 3rdcreek.com
60
COLRAIN CAPITAL LLC — reported RAUM up 30% ($102.3M -> $132.8M). IAPD ↗
$132.8M RAUM · 3 reps · 617-897-5800 · colraincapital.com
60
CHESAPEAKE INVESTMENT MANAGEMENT LLC — reported RAUM up 29% ($160.0M -> $206.0M). IAPD ↗
$206.0M RAUM · 4 reps · 202-821-1530 · chesapeakeim.com
60
OPTIMIST RETIREMENT GROUP, LLC — reported RAUM up 29% ($187.9M -> $243.1M). IAPD ↗
$243.1M RAUM · 2 reps · 425-637-3037 · optimistretirement.com
60
DECATUR CAPITAL MANAGEMENT, INC. — reported RAUM up 28% ($177.8M -> $228.5M). IAPD ↗
$228.5M RAUM · 4 reps · 404-270-9838 · decaturcapital.com
60
STEWARDSHIP TRUST ADVISORS — reported RAUM up 26% ($195.2M -> $245.4M). IAPD ↗
$245.4M RAUM · 4 reps · 616-878-4200 · stw.adv.com
60
OBERON ASSET MANAGEMENT, LLC — reported RAUM up 25% ($139.4M -> $174.7M). IAPD ↗
$174.7M RAUM · 4 reps · 917-237-0147 · oberonasset.com
60
WALLSTREETI.COM — reported RAUM up 26% ($71.9M -> $90.4M). IAPD ↗
$90.4M RAUM · 1 reps · 855-888-9255
60
PRINCIPIUM INVESTMENTS LLC — reported RAUM up 30% ($153.1M -> $198.3M). IAPD ↗
$198.3M RAUM · 2 reps · (303) 351-5353 · principium.co
60
CONSTELLATION ASSET MANAGEMENT, INC. — reported RAUM up 27% ($56.4M -> $71.4M). IAPD ↗
$71.4M RAUM · 1 reps · 315 396-8335 · constellationassetmanagement.com
60
RIDGE CAPITAL MANAGEMENT, LLC — reported RAUM up 27% ($131.8M -> $167.1M). IAPD ↗
$167.1M RAUM · 4 reps · 770-516-7747
60
PLOTKIN FINANCIAL ADVISORS, LLC — reported RAUM up 27% ($174.9M -> $221.8M). IAPD ↗
$221.8M RAUM · 3 reps · 301-907-9790 · pfallc.com
60
LIFECOURSE CAPITAL, INC. — reported RAUM up 26% ($126.4M -> $159.3M). IAPD ↗
$159.3M RAUM · 3 reps · 256-489-4400 · lccapital.net
60
ALCOSTA CAPITAL MANAGEMENT, INC. — reported RAUM up 27% ($173.5M -> $220.6M). IAPD ↗
$220.6M RAUM · 1 reps · 888-267-6729 · alcostacapital.com
60
FOUR QUADRANT WEALTH ADVISORS, INC. — reported RAUM up 27% ($134.9M -> $171.8M). IAPD ↗
$171.8M RAUM · 6 reps · 877-441-5144
60
GOLD MEDAL WATERS, INC. — reported RAUM up 28% ($193.6M -> $248.1M). IAPD ↗
$248.1M RAUM · 3 reps · 720 887-1299
60
WOLOSHIN INVESTMENT MANAGEMENT, LLC — reported RAUM up 27% ($130.0M -> $165.5M). IAPD ↗
$165.5M RAUM · 3 reps · 609-654-9700
60
HERBERT J. SIMS CAPITAL MANAGEMENT, INC. — reported RAUM up 27% ($146.7M -> $186.8M). IAPD ↗
$186.8M RAUM · 24 reps · 203-418-9000
60
GRAVITY CAPITAL MANAGEMENT LLC — reported RAUM up 30% ($67.9M -> $88.0M). IAPD ↗
$88.0M RAUM · 2 reps · 917-558-4968
60
AFT, FORSYTH AND COMPANY, INC. — reported RAUM up 26% ($184.9M -> $232.8M). IAPD ↗
$232.8M RAUM · 1 reps · 561-296-6680
60
TSAI CAPITAL CORPORATION — reported RAUM up 27% ($110.8M -> $141.2M). IAPD ↗
$141.2M RAUM · 1 reps · 917-979-4821 · tsaicapital.com
60
MCDONOUGH CAPITAL MANAGEMENT, INC. — reported RAUM up 26% ($164.0M -> $205.8M). IAPD ↗
$205.8M RAUM · 4 reps · 407-248-9647
60
LIFEPLAN GROUP — reported RAUM up 30% ($184.0M -> $238.6M). IAPD ↗
$238.6M RAUM · 2 reps · 919-858-6119 · lifeplangroup.com
60
VISTICA WEALTH ADVISORS, LLC — reported RAUM up 27% ($103.5M -> $131.6M). IAPD ↗
$131.6M RAUM · 4 reps · 760-854-4003
60
ELE ADVISORY SERVICES, INC — reported RAUM up 26% ($99.9M -> $125.5M). IAPD ↗
$125.5M RAUM · 14 reps · 248-356-6555 · elewealth.com
60
FINGERLAKES WEALTH MANAGEMENT, INC. — reported RAUM up 25% ($184.5M -> $231.6M). IAPD ↗
$231.6M RAUM · 3 reps · 607-257-1008
60
CAITLIN JOHN, LLC — reported RAUM up 28% ($143.3M -> $183.4M). IAPD ↗
$183.4M RAUM · 19 reps · 810-355-1325 · caitlinjohn.com
60
PEACHCAP TAX & ADVISORY, LLC — reported RAUM up 28% ($115.8M -> $148.6M). IAPD ↗
$148.6M RAUM · 5 reps · 404-220-8958 · idexfinancial.com
60
NRI WEALTH MANAGEMENT, LLC — reported RAUM up 28% ($175.2M -> $223.6M). IAPD ↗
$223.6M RAUM · 2 reps · 408-373-5570 · nriwealth.com
60
RBF CAPITAL MANAGEMENT, INC. — reported RAUM up 29% ($107.1M -> $138.1M). IAPD ↗
$138.1M RAUM · 1 reps · 941-870-1944
60
TIMMONS WEALTH MANAGEMENT — reported RAUM up 26% ($114.8M -> $144.9M). IAPD ↗
$144.9M RAUM · 1 reps · (774) 331-2172 · twealthmanagement.com
60
NOVA WEALTH MANAGEMENT, INC. — reported RAUM up 26% ($152.2M -> $191.0M). IAPD ↗
$191.0M RAUM · 6 reps · 239-444-1794 · novawealthmanagement.com
60
CONSTANT GUIDANCE FINANCIAL, LLC — reported RAUM up 29% ($128.1M -> $165.2M). IAPD ↗
$165.2M RAUM · 1 reps · 508-207-8049
60
RADIX ORGANIZATION, INC. — reported RAUM up 28% ($144.0M -> $184.2M). IAPD ↗
$184.2M RAUM · 3 reps · 212-697-9141
60
AXIA ASSET MANAGEMENT, LLC — reported RAUM up 29% ($49.7M -> $64.1M). IAPD ↗
$64.1M RAUM · 1 reps · 917-213-2958
60
ECHO WEALTH MANAGEMENT, LLC — reported RAUM up 29% ($190.0M -> $245.2M). IAPD ↗
$245.2M RAUM · 3 reps · 763-432-7875 · echowm.com
60
CONNECTED WEALTH SOLUTIONS, LLC — reported RAUM up 28% ($145.5M -> $186.8M). IAPD ↗
$186.8M RAUM · 2 reps · (541) 963-7800 · connectedwealthllc.com
60
RAI WEALTH MANAGEMENT — reported RAUM up 26% ($107.7M -> $135.9M). IAPD ↗
$135.9M RAUM · 4 reps · (714) 449-9696
60
HOYA CAPITAL REAL ESTATE, LLC — reported RAUM up 26% ($101.9M -> $128.7M). IAPD ↗
$128.7M RAUM · 3 reps · 833-469-2227
60
PINNACLE WEALTH MANAGEMENT GROUP, INC. — reported RAUM up 30% ($164.0M -> $212.7M). IAPD ↗
$212.7M RAUM · 2 reps · 734-667-5581 · pwmgi.com
60
TAURUM RETIREMENT PARTNERS, LLC — reported RAUM up 25% ($113.8M -> $142.6M). IAPD ↗
$142.6M RAUM · 2 reps · 480-626-2501 · taurum.us
60
PENNEY FINANCIAL — reported RAUM up 27% ($185.9M -> $236.1M). IAPD ↗
$236.1M RAUM · 3 reps · 713-300-5165
60
CENTRIC ADVISORS, LLC — reported RAUM up 27% ($178.0M -> $226.9M). IAPD ↗
$226.9M RAUM · 8 reps · 888-215-5888
60
ENTASIS ASSET MANAGEMENT LLC — reported RAUM up 26% ($136.1M -> $171.0M). IAPD ↗
$171.0M RAUM · 5 reps · 262-754-5299 · entasisassetmanagement.com
60
GREAT HILL ADVISORY — reported RAUM up 29% ($138.2M -> $178.4M). IAPD ↗
$178.4M RAUM · 3 reps · 516-500-1248 · baysidetaxandwealth.com
60
TRAILHEAD PLANNERS, LLC — reported RAUM up 25% ($119.4M -> $149.4M). IAPD ↗
$149.4M RAUM · 3 reps · 503-773-9682 · trailheadplanners.com
60
HESEN & HASLAM — reported RAUM up 29% ($193.9M -> $250.0M). IAPD ↗
$250.0M RAUM · 3 reps · 818-200-1107 · hhretirement.com
60
T.M. WEALTH MANAGEMENT — reported RAUM up 28% ($127.0M -> $162.8M). IAPD ↗
$162.8M RAUM · 2 reps · (703) 537-8351
60
KANANI ADVISORY GROUP INC. — reported RAUM up 26% ($160.2M -> $201.5M). IAPD ↗
$201.5M RAUM · 4 reps · (949) 502-7001 · kananiadvisorygroup.com
60
TCM — reported RAUM up 27% ($114.3M -> $144.8M). IAPD ↗
$144.8M RAUM · 2 reps · 901-757-4448
60
MATTHIAS PRIVATE WEALTH, LLC — reported RAUM up 26% ($196.3M -> $247.6M). IAPD ↗
$247.6M RAUM · 1 reps · 407-691-3300 · matthiaspw.com
60
KINWELL LLC — reported RAUM up 29% ($148.7M -> $192.0M). IAPD ↗
$192.0M RAUM · 2 reps · (843) 308-1639 · kinwell.financial
60
BRUCKE FINANCIAL, INC. — reported RAUM up 28% ($157.6M -> $201.0M). IAPD ↗
$201.0M RAUM · 3 reps · (317) 658-4548 · bruckefinancial.us
60
TERAMO ADVISORS, LLC — reported RAUM up 28% ($191.2M -> $244.4M). IAPD ↗
$244.4M RAUM · 2 reps · 239-734-3625 · equableshares.com
60
FDI WEALTH MANAGEMENT, LLC — reported RAUM up 25% ($174.8M -> $219.3M). IAPD ↗
$219.3M RAUM · 3 reps · 561-875-7673 · fdinternational.com
60
ASG INVESTMENT MANAGEMENT, LLC — reported RAUM up 29% ($182.6M -> $234.8M). IAPD ↗
$234.8M RAUM · 2 reps · 724-287-4071 · asgretire.com
60
PHILADELPHIA PARTNERS CAPITAL MANAGEMENT, LLC — reported RAUM up 28% ($47.9M -> $61.3M). IAPD ↗
$61.3M RAUM · 2 reps · 215-564-5750
60
GK WEALTH MANAGEMENT LLC — reported RAUM up 28% ($150.7M -> $192.2M). IAPD ↗
$192.2M RAUM · 4 reps · 775-354-6622
60
IMPACT CAPITAL, LLC — reported RAUM up 28% ($188.1M -> $240.3M). IAPD ↗
$240.3M RAUM · 3 reps · 301-417-3300
60
KAIZEN FINANCIAL STRATEGIES, LLC — reported RAUM up 28% ($182.7M -> $234.4M). IAPD ↗
$234.4M RAUM · 5 reps · (408) 819-9010
60
REVOLUTION CAPITAL, LLC — reported RAUM up 28% ($140.8M -> $179.8M). IAPD ↗
$179.8M RAUM · 4 reps · 402-933-3371 · revgroupllc.com
60
MAVEN CAPITAL PARTNERS, LLC — reported RAUM up 25% ($107.3M -> $134.6M). IAPD ↗
$134.6M RAUM · 4 reps · 404-798-7612 · maven-cap.com
60
FORTHRIGHT FAMILY WEALTH ADVISORY LLC — reported RAUM up 26% ($160.8M -> $202.6M). IAPD ↗
$202.6M RAUM · 1 reps · 713-510-3510 · forthrightwealth.com
60
ZENITH WEALTH PARTNERS — reported RAUM up 25% ($81.6M -> $102.1M). IAPD ↗
$102.1M RAUM · 6 reps · (484) 278-1559
60
INDEPENDENCE WEALTH ADVISORS, LLC — reported RAUM up 27% ($127.9M -> $162.8M). IAPD ↗
$162.8M RAUM · 5 reps · 216-268-3888 · iwadirect.com
60
REFLECTION ASSET MANAGEMENT — reported RAUM up 26% ($130.9M -> $164.9M). IAPD ↗
$164.9M RAUM · 1 reps · 617-584-4042
60
ROCHESTER INVESTMENTS — reported RAUM up 29% ($45.7M -> $58.7M). IAPD ↗
$58.7M RAUM · 2 reps · 585-568-6656 · rochesterinvestments.com
60
LIGHTHOUSE WEALTH MANAGEMENT, LLC — reported RAUM up 29% ($155.0M -> $199.7M). IAPD ↗
$199.7M RAUM · 2 reps · 717-346-6333
60
GREYCLIFF WEALTH MANAGEMENT, LLC — reported RAUM up 29% ($75.0M -> $96.8M). IAPD ↗
$96.8M RAUM · 4 reps · 201-738-2818
60
PARKVIEW ASSET MANAGEMENT, INC. — reported RAUM up 27% ($126.8M -> $160.5M). IAPD ↗
$160.5M RAUM · 2 reps · (708) 481-4000 · wpn360.com
60
AMARA FINANCIAL, LLC — reported RAUM up 26% ($159.0M -> $200.1M). IAPD ↗
$200.1M RAUM · 2 reps · 415-319-1071 · amarafinancial.com
60
TEAM WEALTH & TAX ADVISORS — reported RAUM up 26% ($147.2M -> $185.8M). IAPD ↗
$185.8M RAUM · 6 reps · 951-308-6444 · g.co
60
ATHOS PRIVATE WEALTH LLC — reported RAUM up 27% ($139.1M -> $176.7M). IAPD ↗
$176.7M RAUM · 4 reps · 435-252-1099
60
WINTER & ASSOCIATES, INC. — reported RAUM up 27% ($116.2M -> $147.5M). IAPD ↗
$147.5M RAUM · 4 reps · (651) 414-5000
60
STRAUSS FINANCIAL GROUP — reported RAUM up 26% ($190.0M -> $240.0M). IAPD ↗
$240.0M RAUM · 4 reps · (205) 967-9595
60
DIRECT FINANCIAL CARE — reported RAUM up 28% ($150.0M -> $192.3M). IAPD ↗
$192.3M RAUM · 1 reps · 608-630-7974 · directfinancialcare.com
60
DALE Q. RICE INVESTMENT MANAGEMENT — reported RAUM up 29% ($103.1M -> $132.6M). IAPD ↗
$132.6M RAUM · 1 reps · 360-693-7577
60
REDMONT WEALTH — reported RAUM up 27% ($187.1M -> $237.7M). IAPD ↗
$237.7M RAUM · 3 reps · 312-848-1136 · redmontwealth.com
60
TETON WEALTH GROUP LLC — reported RAUM up 29% ($128.4M -> $165.5M). IAPD ↗
$165.5M RAUM · 9 reps · 844-838-6600 · retireteton.com
60
CHROME ADVISORS — reported RAUM up 27% ($100.3M -> $127.5M). IAPD ↗
$127.5M RAUM · 1 reps · 415-818-9005
60
MARKIN ASSET MANAGEMENT, LP — reported RAUM up 25% ($96.2M -> $120.3M). IAPD ↗
$120.3M RAUM · 2 reps · 914-269-2338
60
SIGNAL TREE FINANCIAL PARTNERS LLC — reported RAUM up 27% ($134.7M -> $171.2M). IAPD ↗
$171.2M RAUM · 6 reps · (330) 590-5937
60
MITTELMAN WEALTH MANAGEMENT — reported RAUM up 25% ($194.6M -> $243.4M). IAPD ↗
$243.4M RAUM · 1 reps · 617-378-1382 · mwmfamilyoffice.com
60
CORNERSTONE WEALTH MANAGEMENT GROUP — reported RAUM up 28% ($190.6M -> $244.5M). IAPD ↗
$244.5M RAUM · 4 reps · 423-588-7151
60
SAGE ADVISORS LLC — reported RAUM up 25% ($147.7M -> $184.9M). IAPD ↗
$184.9M RAUM · 4 reps · 317-363-6204
60
JOURNEY RETIREMENT PLANNING AND INVESTMENT MANAGEMENT, LLC — reported RAUM up 27% ($127.3M -> $161.1M). IAPD ↗
$161.1M RAUM · 3 reps · 208-552-9169
60
MINT ASSET MANAGEMENT LLC — reported RAUM up 29% ($43.9M -> $56.5M). IAPD ↗
$56.5M RAUM · 3 reps · 908-777-1717 · mintassetmanagement.com
60
FAMILY FINANCIAL — reported RAUM up 26% ($184.9M -> $232.8M). IAPD ↗
$232.8M RAUM · 2 reps · (310) 598-8481 · familyfinancial.biz
60
STRADA FINANCIAL GROUP LLC — reported RAUM up 26% ($100.3M -> $125.9M). IAPD ↗
$125.9M RAUM · 2 reps · 503-667-5355
60
COLLECTIVE WEALTH PARTNERS, LLC — reported RAUM up 29% ($33.0M -> $42.5M). IAPD ↗
$42.5M RAUM · 5 reps · (404) 633-9952
60
ENTREWEALTH — reported RAUM up 27% ($174.7M -> $222.6M). IAPD ↗
$222.6M RAUM · 9 reps · 512-240-2244 · jeffsocha.com
60
NUCLO WEALTH — reported RAUM up 27% ($185.0M -> $235.4M). IAPD ↗
$235.4M RAUM · 6 reps · 281 857-6435 · nuclowealth.com
60
WILLIAMSON LEGACY GROUP, LLC — reported RAUM up 27% ($164.9M -> $208.7M). IAPD ↗
$208.7M RAUM · 5 reps · 317-447-3212 · williamsonlegacygroup.com
60
BEST LIFE INFINITY, LLC — reported RAUM up 28% ($30.0M -> $38.5M). IAPD ↗
$38.5M RAUM · 6 reps · 719-966-1985
60
MIRRETTI PERRYMAN WEALTH STRATEGIES, LLC — reported RAUM up 25% ($128.6M -> $161.0M). IAPD ↗
$161.0M RAUM · 3 reps · 847-983-0123 · mirrettiperryman.com
60
ASTRA WEALTH PARTNERS — reported RAUM up 26% ($162.1M -> $204.1M). IAPD ↗
$204.1M RAUM · 4 reps · 800-805-8740 · feeonlynetwork.com
60
FRANKLY FINANCES — reported RAUM up 27% ($126.1M -> $160.2M). IAPD ↗
$160.2M RAUM · 1 reps · 786-897-5035 · franklyfinances.com
60
CLARK WEALTH PARTNERS, LLC — reported RAUM up 26% ($169.7M -> $213.4M). IAPD ↗
$213.4M RAUM · 3 reps · 618-607-4101 · clarkwealthpartners.com
60
CENTRAL PINE CAPITAL, LLC — reported RAUM up 29% ($156.3M -> $201.5M). IAPD ↗
$201.5M RAUM · 2 reps · 212-430-1030
60
RETIREMENT FINANCIAL GROUP, LLC — reported RAUM up 26% ($121.7M -> $153.3M). IAPD ↗
$153.3M RAUM · 3 reps · 409-908-4160
60
INTERNATIONAL PRIVATE WEALTH ADVISORS LLC — reported RAUM up 30% ($176.9M -> $229.9M). IAPD ↗
$229.9M RAUM · 3 reps · 858-384-5700 · ipwadvisors.com
60
PALM WEALTH PARTNERS — reported RAUM up 26% ($104.9M -> $132.1M). IAPD ↗
$132.1M RAUM · 9 reps · (954) 632-2555 · palmwealthpartners.com
60
ENTRUST INVESTMENT SERVICES, INC — reported RAUM up 29% ($91.6M -> $118.3M). IAPD ↗
$118.3M RAUM · 2 reps · 408-429-8444
60
PENDLETON FINANCIAL WEALTH MANAGEMENT — reported RAUM up 28% ($110.5M -> $141.9M). IAPD ↗
$141.9M RAUM · 1 reps · 919-781-4167 · pendletonfinancial.com
60
CAPTAR PRIVATE WEALTH — reported RAUM up 28% ($107.0M -> $137.0M). IAPD ↗
$137.0M RAUM · 2 reps · 612-347-8668 · captarprivatewealth.com
60
BACKBONE PLANNING PARTNERS LLC — reported RAUM up 28% ($71.2M -> $91.5M). IAPD ↗
$91.5M RAUM · 2 reps · 702569716 · backboneplanning.com
60
COVINGTONALSINA — reported RAUM up 27% ($148.9M -> $189.3M). IAPD ↗
$189.3M RAUM · 4 reps · 410-457-7165
60
WEST INVEST — reported RAUM up 27% ($152.3M -> $193.6M). IAPD ↗
$193.6M RAUM · 5 reps · 360-738-6019
60
SALIENT WEALTH PLANNING — reported RAUM up 26% ($158.9M -> $199.9M). IAPD ↗
$199.9M RAUM · 3 reps · 858-768-0096 · salientwealthplanning.com
60
KELLER FINANCIAL GROUP — reported RAUM up 26% ($106.8M -> $135.0M). IAPD ↗
$135.0M RAUM · 1 reps · 717-516-0700
60
STONEPATH WEALTH MANAGEMENT — reported RAUM up 27% ($178.0M -> $225.8M). IAPD ↗
$225.8M RAUM · 9 reps · (231) 668-6999
60
DELPHI MANAGEMENT INC — began participating in a wrap-fee program. IAPD ↗
$132.1M RAUM · 4 reps · 617-738-9424 · delphivalue.com
60
WARREN CAPITAL GROUP — began participating in a wrap-fee program. IAPD ↗
$124.8M RAUM · 4 reps · 8542468881
60
AUTHENTIKOS WEALTH ADVISORY LLC — began participating in a wrap-fee program. IAPD ↗
$154.8M RAUM · 3 reps · 877.457.4567 · authentikos.com
60
FSAM LLC — began participating in a wrap-fee program. IAPD ↗
$112.9M RAUM · 8 reps · 770-777-9373 · fssec.com
60
THE HOLLAND GROUP, RETIREMENT WEALTH ADVISORS, LLC — began participating in a wrap-fee program. IAPD ↗
$215.2M RAUM · 3 reps · 727-734-3334 · thehollandgrp.com
60
INDEX TECHNOLOGIES GROUP LLC — began participating in a wrap-fee program. IAPD ↗
$105.0M RAUM · 4 reps · 212-466-6760
85
HACKMAN CAPITAL PARTNERS, LLC — (CULVER CITY, CA) is newly SEC-registered with $2.31B RAUM and 17 advisory reps. IAPD ↗fund
$2.31B RAUM · 17 reps · 310-473-8900 · hackmancapital.com
85
WAYSTONE ASSET MANAGEMENT (USA) LLC — (CHICAGO, IL) is newly SEC-registered (provisional 120-day approval) with $0 RAUM and 3 advisory reps. IAPD ↗institutional
$0 RAUM · 3 reps · 312-724-9036
85
C1 ADVISORS LLC — (PALO ALTO, CA) is newly SEC-registered (provisional 120-day approval) with $0 RAUM and 4 advisory reps. IAPD ↗institutional
$0 RAUM · 4 reps · 6503747800 · c1fund.com
85
VARIADIC LLC — (NEW YORK, NY) is newly SEC-registered (provisional 120-day approval) with $25.0M RAUM and 11 advisory reps. IAPD ↗institutional
$25.0M RAUM · 11 reps · 646-384-8680 · variadic.com
85
SECONDMARKET FINANCIAL, LLC — (NEW YORK, NY) is newly SEC-registered (provisional 120-day approval) with $0 RAUM and 1 advisory reps. IAPD ↗institutional
$0 RAUM · 1 reps · 646-968-7000 · vimeo.com
85
LATTIS MANAGEMENT LP — (NEW YORK, NY) is newly SEC-registered (provisional 120-day approval) with $0 RAUM and 2 advisory reps. IAPD ↗institutional
$0 RAUM · 2 reps · +1 646 639 3113
85
AUDAX PDB MANAGEMENT COMPANY, LLC — (NEW YORK, NY) is newly SEC-registered (provisional 120-day approval) with $0 RAUM and 71 advisory reps. IAPD ↗institutional
$0 RAUM · 71 reps · 212-703-2700
85
MOZAYYX MANAGEMENT LLC — (AUSTIN, TX) is newly SEC-registered (provisional 120-day approval) with $0 RAUM and 2 advisory reps. IAPD ↗institutional
$0 RAUM · 2 reps · 512-522-9690 · mozayyx.com
85
FREMEN CAPITAL — (STAMFORD, CT) is newly SEC-registered (provisional 120-day approval) with $0 RAUM and 1 advisory reps. IAPD ↗institutional
$0 RAUM · 1 reps · 203-442-5712
85
CAIRD INVESTMENTS — (DALLAS, TX) is newly SEC-registered (provisional 120-day approval) with $0 RAUM and 4 advisory reps. IAPD ↗institutional
$0 RAUM · 4 reps · (469)729-0530 · cairdinvestments.com
85
BLACK LAKE INVESTMENTS LLC — (SHOREWOOD, MN) is newly SEC-registered (provisional 120-day approval) with $0 RAUM and 1 advisory reps. IAPD ↗institutional
$0 RAUM · 1 reps · 215.913.2782 · blacklakeinvestments.com
85
CIBRA CAPITAL LLC — (NEW YORK, NY) is newly SEC-registered (provisional 120-day approval) with $0 RAUM and 2 advisory reps. IAPD ↗institutional
$0 RAUM · 2 reps · 442037256245
85
FBMC RETIREMENT SOLUTIONS, LLC — (TALLAHASSEE, FL) is newly SEC-registered (provisional 120-day approval) with $0 RAUM and 1 advisory reps. IAPD ↗institutional
$0 RAUM · 1 reps · 850-425-6200
85
DERBY LANE — (location n/a) is newly SEC-registered (provisional 120-day approval) with $0 RAUM and 1 advisory reps. IAPD ↗institutional
$0 RAUM · 1 reps · 917-232-0856
85
GARNET CREDIT MANAGEMENT LLC — (NEW YORK, NY) is newly SEC-registered (provisional 120-day approval) with $0 RAUM and 3 advisory reps. IAPD ↗institutional
$0 RAUM · 3 reps · 212-970-6601 · garnetcredit.com
85
SIMPLEADVISORY LLC — (GARDEN CITY, NY) is newly SEC-registered (provisional 120-day approval) with $0 RAUM and 2 advisory reps. IAPD ↗institutional
$0 RAUM · 2 reps · 516-464-5500
85
ASPEN RENEWABLE INVESTMENTS, L.L.C. — (NEW YORK, NY) is newly SEC-registered with $1.02B RAUM and 6 advisory reps. IAPD ↗fund
$1.02B RAUM · 6 reps · 212-478-0000 · desri.com
85
REPOWER HOLDINGS LLP — (DOVER, DE) is newly SEC-registered (provisional 120-day approval) with $0 RAUM and 5 advisory reps. IAPD ↗institutional
$0 RAUM · 5 reps · 248-786-9850 · repowerholdings.com
85
2E CAPITAL PARTNERS LP — (NEW YORK, NY) is newly SEC-registered (provisional 120-day approval) with $0 RAUM and 3 advisory reps. IAPD ↗institutional
$0 RAUM · 3 reps · 212 203 8042
85
DARWINS RIVER CAPITAL — (NEW YORK, NY) is newly SEC-registered (provisional 120-day approval) with $0 RAUM and 3 advisory reps. IAPD ↗institutional
$0 RAUM · 3 reps · 347-504-9817
85
TIAA WEALTH INVESTMENT MANAGEMENT LLC — (NEW YORK, NY) is newly SEC-registered with $0 RAUM and 1 advisory reps. IAPD ↗institutional
$0 RAUM · 1 reps · 212-490-9000
85
THREE FIFTY EIGHT INVESTMENT GROUP, LLC — (location n/a) is newly SEC-registered (provisional 120-day approval) with $0 RAUM and 2 advisory reps. IAPD ↗institutional
$0 RAUM · 2 reps · (203) 722-0526 · 358investmentgroup.com
85
ROYALTY PHARMA MANAGER, LLC — (NEW YORK, NY) is newly SEC-registered with $0 RAUM and 0 advisory reps. IAPD ↗institutional
$0 RAUM · 0 reps · 212.883.0200
85
AMPLIUS ASSET MANAGEMENT, LLC — (BLUE BELL, PA) is newly SEC-registered with $0 RAUM and 8 advisory reps. IAPD ↗institutional
$0 RAUM · 8 reps · 215-310-7770
85
SEABURY CAPITAL MANAGEMENT LLC — (NEW YORK, NY) is newly SEC-registered (provisional 120-day approval) with $0 RAUM and 6 advisory reps. IAPD ↗institutional
$0 RAUM · 6 reps · 347-583-7807 · seaburycapital.com
85
MPACT CAPITAL — (location n/a) is newly SEC-registered (provisional 120-day approval) with $0 RAUM and 3 advisory reps. IAPD ↗institutional
$0 RAUM · 3 reps · 917-348-8649 · mpactcap.com
85
ROYALTY PHARMA SUB-MANAGER, LLC — (NEW YORK, NY) is newly SEC-registered with $0 RAUM and 0 advisory reps. IAPD ↗institutional
$0 RAUM · 0 reps · 212-883-0200
85
PRUNE — (location n/a) is newly SEC-registered (provisional 120-day approval) with $0 RAUM and 1 advisory reps. IAPD ↗institutional
$0 RAUM · 1 reps · 855-778-6367 · prune.com
85
SMA CAPITAL LLC — (STAMFORD, CT) is newly SEC-registered (provisional 120-day approval) with $0 RAUM and 4 advisory reps. IAPD ↗institutional
$0 RAUM · 4 reps · (860) 839-0074 · smacap.com
85
SAVA CAPITAL LLC — (DORADO, PR) is newly SEC-registered (provisional 120-day approval) with $0 RAUM and 1 advisory reps. IAPD ↗institutional
$0 RAUM · 1 reps · 914-924-4988
85
PANTHEON INFRA ADVISORS, LLC — (SAN FRANCISCO, CA) is newly SEC-registered with $0 RAUM and 4 advisory reps. IAPD ↗institutional
$0 RAUM · 4 reps · 415-249-6200 · pantheon.com
83
TELESCOPE PARTNERS LLC — (SAN FRANCISCO, CA) is newly SEC-registered with $819.7M RAUM and 7 advisory reps. IAPD ↗fund
$819.7M RAUM · 7 reps · 650-550-0885
83
4D ADVISORS, LLC — (REDONDO BEACH, CA) is newly SEC-registered with $262.2M RAUM and 2 advisory reps. IAPD ↗fund
$262.2M RAUM · 2 reps · 310-346-9928 · 4dadvisorsllc.com
83
VELOCITY CAPITAL MANAGEMENT LLC — (NEW YORK, NY) is newly SEC-registered with $256.4M RAUM and 7 advisory reps. IAPD ↗fund
$256.4M RAUM · 7 reps · 212-540-7133
83
10 EAST PARTNERS LLC — (NEW YORK, NY) is newly SEC-registered with $253.4M RAUM and 6 advisory reps. IAPD ↗fund
$253.4M RAUM · 6 reps · (646) 532-2440 · app.10east.co
83
ONE BOW RIVER ADVISERS, LLC. — (COLORADO SPRINGS, CO) is newly SEC-registered with $519.0M RAUM and 8 advisory reps. IAPD ↗fund
$519.0M RAUM · 8 reps · (303) 861-8466 · onebowriver.com
83
BROADVIEW MANAGEMENT, LLC — (ST. LOUIS, MO) is newly SEC-registered with $335.0M RAUM and 12 advisory reps. IAPD ↗fund
$335.0M RAUM · 12 reps · 314-366-3240
80
WOODLOCK HOUSE FAMILY CAPITAL — (location n/a) is newly SEC-registered with $189.9M RAUM and 1 advisory reps. IAPD ↗fund
$189.9M RAUM · 1 reps · 240-644-8169
80
ALTRIARCH ASSET MANAGEMENT, LLC — (CHARLESTON, SC) is newly SEC-registered with $163.6M RAUM and 5 advisory reps. IAPD ↗fund
$163.6M RAUM · 5 reps · 704-607-8840 · altriarch.com
80
PROSPERA FUNDS, INC. — (ISLE OF PALMS, SC) is newly SEC-registered (provisional 120-day approval) with $0 RAUM and 2 advisory reps. IAPD ↗fund
$0 RAUM · 2 reps · (512) 660-8038 · prosperaf.com
80
EREZ ASSET MANAGEMENT, LLC — (NEW ROCHELLE, NY) is newly SEC-registered with $30.1M RAUM and 1 advisory reps. IAPD ↗fund
$30.1M RAUM · 1 reps · 917-455-9764 · erezassetmgmt.com
80
M37 MANAGEMENT LP — (MENLO PARK, CA) is newly SEC-registered with $232.6M RAUM and 4 advisory reps. IAPD ↗fund
$232.6M RAUM · 4 reps · 347-267-1584 · m37.com
80
TOWNSHIP CAPITAL, LLC — (WEST PALM BEACH, FL) is newly SEC-registered (provisional 120-day approval) with $80.8M RAUM and 6 advisory reps. IAPD ↗fund
$80.8M RAUM · 6 reps · 561-918-1220 · townshipinc.com
80
SABA LT, LP — (NEW YORK, NY) is newly SEC-registered with $178.4M RAUM and 6 advisory reps. IAPD ↗fund
$178.4M RAUM · 6 reps · 646-569-3030
80
PEACHTREE GROUP — (ATLANTA, GA) is newly SEC-registered with $155.7M RAUM and 68 advisory reps. IAPD ↗fund
$155.7M RAUM · 68 reps · 404-497-4111
80
COASTLANDS CAPITAL LP — (location n/a) is newly SEC-registered (provisional 120-day approval) with $0 RAUM and 1 advisory reps. IAPD ↗fund
$0 RAUM · 1 reps · 415-322-8245
75
BMO CAPITAL MARKETS CORP. — crossed $1B in regulatory AUM ($796.4M -> $1.21B). IAPD ↗institutional
$1.21B RAUM · 26 reps · (212) 605-1504 · bmocm.com
75
NEW CENTURY PARTNERS — crossed $1B in regulatory AUM ($968.2M -> $1.05B). IAPD ↗institutional
$1.05B RAUM · 1 reps · 914-715-3427
75
NORDEA INVESTMENT MANAGEMENT NORTH AMERICA, INC. — crossed $1B in regulatory AUM ($884.0M -> $1.26B). IAPD ↗institutional
$1.26B RAUM · 2 reps · 212-318-9300
75
TRPC ADVISORY SERVICES — crossed $1B in regulatory AUM ($899.2M -> $1.05B). IAPD ↗institutional
$1.05B RAUM · 8 reps · 888-673-5440
75
THE INFORMED MOMENTUM COMPANY LLC — crossed $1B in regulatory AUM ($932.6M -> $1.10B). IAPD ↗institutional
$1.10B RAUM · 13 reps · 760-479-5080 · informedmomentum.com
75
DYNASTY WEALTH MANAGEMENT, LLC — crossed $1B in regulatory AUM ($916.8M -> $8.67B). IAPD ↗institutional
$8.67B RAUM · 1 reps · 727-865-4809
75
RIVER CANYON FUND MANAGEMENT LLC — crossed $1B in regulatory AUM ($884.6M -> $1.14B). IAPD ↗institutional
$1.14B RAUM · 48 reps · 214 253 6000 · rivercanyonfunds.com
75
CORNERSTONE TRUST MANAGEMENT SERVICES LLC — crossed $1B in regulatory AUM ($999.8M -> $1.16B). IAPD ↗institutional
$1.16B RAUM · 1 reps · 215-826-2800
75
APOLLO CAPITAL CREDIT ADVISER, LLC — crossed $1B in regulatory AUM ($976.9M -> $1.44B). IAPD ↗institutional
$1.44B RAUM · 842 reps · (212) 515-3200
75
FLAT ROCK GLOBAL — crossed $1B in regulatory AUM ($833.1M -> $1.31B). IAPD ↗institutional
$1.31B RAUM · 6 reps · 307-500-5200 · flatrockglobal.com
75
BROOKNOLL ADVISORS LLC — crossed $1B in regulatory AUM ($762.8M -> $1.05B). IAPD ↗institutional
$1.05B RAUM · 1 reps · 617-419-7117
75
ROUNDHILL INVESTMENTS — crossed $1B in regulatory AUM ($716.8M -> $3.79B). IAPD ↗institutional
$3.79B RAUM · 6 reps · 646-661-5441 · roundhillinvestments.com
75
CHURCHILL INVESTMENT MANAGEMENT, LLC — crossed $1B in regulatory AUM ($187.1M -> $10.01B). IAPD ↗institutional
$10.01B RAUM · 55 reps · 646-517-5353
75
NEBULA RESEARCH & DEVELOPMENT LLC — crossed $1B in regulatory AUM ($727.3M -> $2.19B). IAPD ↗institutional
$2.19B RAUM · 7 reps · 646-547-1243 · nebularesearch.com
75
FRANKLIN BSP CAPITAL ADVISER LLC — crossed $1B in regulatory AUM ($453.0M -> $4.17B). IAPD ↗institutional
$4.17B RAUM · 2 reps · 2125886770 · benefitstreetpartners.com
75
NELSON CAPITAL ADVISORS — crossed $1B in regulatory AUM ($197.6M -> $1.52B). IAPD ↗institutional
$1.52B RAUM · 1 reps · 207-420-2442
75
MARLIN MANAGER, LLC — crossed $1B in regulatory AUM ($777.8M -> $1.22B). IAPD ↗institutional
$1.22B RAUM · 2 reps · 888-656-5150
75
SAGEHALL MANAGEMENT LP — crossed $1B in regulatory AUM ($721.8M -> $1.06B). IAPD ↗institutional
$1.06B RAUM · 11 reps · 917-671-9690 · sagehallpartners.com
75
SORA INVESTORS — crossed $1B in regulatory AUM ($673.1M -> $2.32B). IAPD ↗institutional
$2.32B RAUM · 10 reps · 610-801-2000
75
DOUBLELINE ETF ADVISER LP — crossed $1B in regulatory AUM ($899.8M -> $1.37B). IAPD ↗institutional
$1.37B RAUM · 90 reps · (813)791-7333
75
VOLATILITY SHARES LLC — crossed $1B in regulatory AUM ($538.3M -> $4.02B). IAPD ↗institutional
$4.02B RAUM · 9 reps · 866-261-0273
75
ALPINVEST PRIVATE EQUITY INVESTMENT MANAGEMENT, LLC — crossed $1B in regulatory AUM ($311.6M -> $1.35B). IAPD ↗institutional
$1.35B RAUM · 106 reps · 646-735-4293 · ir.carlyle.com
75
VELOCITY CAPITAL ADVISORS LLC — crossed $1B in regulatory AUM ($818.2M -> $1.33B). IAPD ↗institutional
$1.33B RAUM · 12 reps · 917-204-5967 · velocitycapllc.com
75
VISTA CREDIT BDC MANAGEMENT, L.P. — crossed $1B in regulatory AUM ($575.1M -> $1.15B). IAPD ↗institutional
$1.15B RAUM · 0 reps · (212) 804-9100 · vistacreditpartners.com
75
APOLLO MANAGER, LLC — crossed $1B in regulatory AUM ($265.7M -> $1.27B). IAPD ↗institutional
$1.27B RAUM · 842 reps · 212-515-3200
75
DIAMETER PRINCIPAL FINANCE LLC — crossed $1B in regulatory AUM ($622.9M -> $2.47B). IAPD ↗institutional
$2.47B RAUM · 48 reps · 212-665-1400 · diametercap.com
75
GUGGENHEIM PRIVATE INVESTMENTS, LLC — crossed $1B in regulatory AUM ($925.0M -> $2.90B). IAPD ↗institutional
$2.90B RAUM · 0 reps · 1-212-739-0700 · guggenheiminvestments.com
70
NEEDHAM INVESTMENT MANAGEMENT, LLC — crossed $1B in regulatory AUM ($926.1M -> $1.41B). IAPD ↗fund
$1.41B RAUM · 3 reps · 212-371-8300 · needhamfunds.com
70
AWM INVESTMENT COMPANY INC — crossed $1B in regulatory AUM ($900.4M -> $1.10B). IAPD ↗fund
$1.10B RAUM · 8 reps · 212-319-6670
70
GAM USA INC. — crossed $1B in regulatory AUM ($983.5M -> $1.15B). IAPD ↗fund
$1.15B RAUM · 4 reps · 212-407-4600
70
PERIGEE CAPITAL, LP — crossed $1B in regulatory AUM ($698.4M -> $1.12B). IAPD ↗fund
$1.12B RAUM · 1 reps · 941-955-0929 · perigeegroup.com
70
GOODNOW INVESTMENT GROUP LLC — crossed $1B in regulatory AUM ($879.0M -> $1.09B). IAPD ↗fund
$1.09B RAUM · 4 reps · 203-655-6272 · goodnow.com
70
SILVERBACK ASSET MANAGEMENT, LLC — crossed $1B in regulatory AUM ($957.3M -> $1.04B). IAPD ↗fund
$1.04B RAUM · 6 reps · 919-969-9300 · silverbackasset.com
70
CRYSTAL CAPITAL PARTNERS, LLC — crossed $1B in regulatory AUM ($871.0M -> $1.01B). IAPD ↗fund
$1.01B RAUM · 6 reps · 305-868-1500 · crystalfunds.com
70
ESM MANAGEMENT LLC — crossed $1B in regulatory AUM ($836.1M -> $1.09B). IAPD ↗fund
$1.09B RAUM · 2 reps · 646-927-6089 · esminvestors.com
70
LIGHT STREET CAPITAL MANAGEMENT, LLC — crossed $1B in regulatory AUM ($821.2M -> $1.13B). IAPD ↗fund
$1.13B RAUM · 6 reps · 650-234-1640 · lightstreet.com
70
ARCHON PARTNERS LLC — crossed $1B in regulatory AUM ($923.3M -> $1.12B). IAPD ↗fund
$1.12B RAUM · 2 reps · 212-484-3100
70
ACUITAS INVESTMENTS, LLC — crossed $1B in regulatory AUM ($902.2M -> $1.29B). IAPD ↗fund
$1.29B RAUM · 4 reps · 206-299-2070 · acuitasinvestments.com
70
TELEMARK ASSET MANAGEMENT, LLC — crossed $1B in regulatory AUM ($753.3M -> $1.10B). IAPD ↗fund
$1.10B RAUM · 2 reps · 617-526-8912
70
DOMINUS CAPITAL MANAGEMENT, L.P. — crossed $1B in regulatory AUM ($906.1M -> $1.04B). IAPD ↗fund
$1.04B RAUM · 10 reps · 212-784-5440 · dominuscap.com
70
PENINSULA CAPITAL PARTNERS, L.L.C. — crossed $1B in regulatory AUM ($848.0M -> $1.05B). IAPD ↗fund
$1.05B RAUM · 14 reps · 313-237-5100 · peninsulafunds.com
70
NORTHSTAR CAPITAL, LLC — crossed $1B in regulatory AUM ($917.3M -> $1.11B). IAPD ↗fund
$1.11B RAUM · 12 reps · 612-371-5700 · northstarcapital.com
70
LONG WHARF CAPITAL LLC — crossed $1B in regulatory AUM ($980.1M -> $1.05B). IAPD ↗fund
$1.05B RAUM · 5 reps · 617-250-7260 · longwharf.com
70
CASTLE CREEK CAPITAL — crossed $1B in regulatory AUM ($978.7M -> $1.07B). IAPD ↗fund
$1.07B RAUM · 11 reps · 858-756-8300 · castlecreek.com
70
PENSO ADVISORS, LLC — crossed $1B in regulatory AUM ($890.0M -> $1.23B). IAPD ↗fund
$1.23B RAUM · 3 reps · 212-688-8800
70
CITYVIEW MANAGEMENT SERVICES, LLC — crossed $1B in regulatory AUM ($961.0M -> $1.10B). IAPD ↗fund
$1.10B RAUM · 43 reps · 310-566-8700 · cityview.com
70
THE CAPSTREET GROUP, LLC — crossed $1B in regulatory AUM ($988.7M -> $1.04B). IAPD ↗fund
$1.04B RAUM · 23 reps · 713-332-2700
70
HARVEY PARTNERS, LLC — crossed $1B in regulatory AUM ($978.7M -> $1.00B). IAPD ↗fund
$1.00B RAUM · 3 reps · 212-782-3740 · harveypartners.com
70
KARPREILLY, LLC — crossed $1B in regulatory AUM ($955.1M -> $1.23B). IAPD ↗fund
$1.23B RAUM · 15 reps · 203-504-9900 · karpreilly.com
70
PABRAI INVESTMENT FUNDS — crossed $1B in regulatory AUM ($798.3M -> $1.11B). IAPD ↗fund
$1.11B RAUM · 2 reps · 512-999-7110
70
GEC ADVISORS LLC — crossed $1B in regulatory AUM ($941.9M -> $1.04B). IAPD ↗fund
$1.04B RAUM · 5 reps · 713-993-7222
70
FRONTRANGE CAPITAL ADVISERS, LLC — crossed $1B in regulatory AUM ($922.0M -> $1.26B). IAPD ↗fund
$1.26B RAUM · 27 reps · 720-758-7900 · frontrangecap.com
70
DAYBREAK FUND ADVISORS LLC — crossed $1B in regulatory AUM ($961.9M -> $1.02B). IAPD ↗fund
$1.02B RAUM · 13 reps · 713-559-7110 · pelicanenergypartners.com
70
HG CAPITAL MANAGEMENT, LLC — crossed $1B in regulatory AUM ($806.5M -> $1.12B). IAPD ↗fund
$1.12B RAUM · 11 reps · 615-665-8220 · heritagegroupusa.com
70
RENOVO CAPITAL, LLC — crossed $1B in regulatory AUM ($738.1M -> $1.05B). IAPD ↗fund
$1.05B RAUM · 14 reps · 214-699-4960 · renovocapital.com
70
747 CAPITAL, LLC — crossed $1B in regulatory AUM ($983.4M -> $1.08B). IAPD ↗fund
$1.08B RAUM · 7 reps · 212-747-7474
70
ECOSYSTEM INVESTMENT PARTNERS, LLC — crossed $1B in regulatory AUM ($985.2M -> $1.29B). IAPD ↗fund
$1.29B RAUM · 20 reps · 443-921-9441
70
CAS INVESTMENT PARTNERS, LLC — crossed $1B in regulatory AUM ($951.1M -> $1.81B). IAPD ↗fund
$1.81B RAUM · 2 reps · (212) 804-7660 · casinvestmentpartners.com
70
BRIARWOOD CHASE MANAGEMENT LLC — crossed $1B in regulatory AUM ($884.1M -> $1.06B). IAPD ↗fund
$1.06B RAUM · 9 reps · 212-984-6798 · briarwoodcap.com
70
NISHKAMA CAPITAL LLC — crossed $1B in regulatory AUM ($845.7M -> $1.04B). IAPD ↗fund
$1.04B RAUM · 6 reps · 6466193629
70
TRANSOM CAPITAL GROUP — crossed $1B in regulatory AUM ($903.6M -> $1.51B). IAPD ↗fund
$1.51B RAUM · 20 reps · (424) 832-7299 · transomcap.com
70
CORBEL CAPITAL PARTNERS — crossed $1B in regulatory AUM ($948.5M -> $1.21B). IAPD ↗fund
$1.21B RAUM · 14 reps · 3102992509 · corbelcap.com
70
HUDSON WAY CAPITAL MANAGEMENT, LLC — crossed $1B in regulatory AUM ($778.6M -> $1.11B). IAPD ↗fund
$1.11B RAUM · 4 reps · (214) 984-5180 · hwcapital.com
70
CATHOLIC INVESTMENT SERVICES, INC. — crossed $1B in regulatory AUM ($998.2M -> $1.27B). IAPD ↗fund
$1.27B RAUM · 4 reps · 617-758-6588 · catholicinvest.org
70
COMMUNITY INVESTMENT MANAGEMENT LLC — crossed $1B in regulatory AUM ($892.3M -> $1.09B). IAPD ↗fund
$1.09B RAUM · 27 reps · 415-857-3233 · cim-llc.com
70
KUDU INVESTMENT HOLDINGS, LLC — crossed $1B in regulatory AUM ($890.3M -> $1.16B). IAPD ↗fund
$1.16B RAUM · 6 reps · 212-257-6422 · kuduinvestment.com
70
CAMELOT CAPITAL PARTNERS LLC — crossed $1B in regulatory AUM ($845.7M -> $1.36B). IAPD ↗fund
$1.36B RAUM · 1 reps · 949-426-5033
70
MVP MANAGER LLC — crossed $1B in regulatory AUM ($620.9M -> $1.14B). IAPD ↗fund
$1.14B RAUM · 1 reps · 212-858-9900
70
STONY POINT CAPITAL — crossed $1B in regulatory AUM ($450.8M -> $1.09B). IAPD ↗fund
$1.09B RAUM · 3 reps · (646) 847-3320 · stonypointcapital.com
70
HUDSON COVE CAPITAL MANAGEMENT LLC — crossed $1B in regulatory AUM ($957.7M -> $1.04B). IAPD ↗fund
$1.04B RAUM · 9 reps · 201-685-7555 · hudsoncovecapital.com
70
THORNTREE CAPITAL PARTNERS LP — crossed $1B in regulatory AUM ($752.3M -> $1.08B). IAPD ↗fund
$1.08B RAUM · 7 reps · 617-443-2080 · thorntreecap.com
70
RDST CAPITAL LLC — crossed $1B in regulatory AUM ($712.6M -> $1.00B). IAPD ↗fund
$1.00B RAUM · 5 reps · 212-543-1000 · readestreet.com
70
GRANITE STATE CAPITAL MANAGEMENT, LP — crossed $1B in regulatory AUM ($877.8M -> $1.09B). IAPD ↗fund
$1.09B RAUM · 6 reps · 646-688-3231 · granitestatecap.com
70
NEO IVY CAPITAL MANAGEMENT, LLC — crossed $1B in regulatory AUM ($989.4M -> $1.02B). IAPD ↗fund
$1.02B RAUM · 7 reps · 646-389-9813 · neoivycapital.com
70
GAINLINE CAPITAL PARTNERS LP — crossed $1B in regulatory AUM ($837.0M -> $1.05B). IAPD ↗fund
$1.05B RAUM · 13 reps · 212-319-3023 · gainlinecapital.com
70
VESEY STREET CAPITAL PARTNERS — crossed $1B in regulatory AUM ($800.9M -> $1.22B). IAPD ↗fund
$1.22B RAUM · 11 reps · 646-847-2438 · vscpllc.com
70
NORTHLANE CAPITAL PARTNERS — crossed $1B in regulatory AUM ($945.6M -> $1.10B). IAPD ↗fund
$1.10B RAUM · 15 reps · 301-272-9990
70
ZENYTH ADVISORS LLC — crossed $1B in regulatory AUM ($802.5M -> $1.25B). IAPD ↗fund
$1.25B RAUM · 9 reps · (646) 760-5488 · zenythpartners.com
70
FLAT FOOTED LLC — crossed $1B in regulatory AUM ($869.6M -> $1.03B). IAPD ↗fund
$1.03B RAUM · 3 reps · 917-947-9071
70
BRACKET CAPITAL — crossed $1B in regulatory AUM ($934.9M -> $1.77B). IAPD ↗fund
$1.77B RAUM · 5 reps · 844-218-3370
70
EMPROS CAPITAL LLC — crossed $1B in regulatory AUM ($490.9M -> $1.04B). IAPD ↗fund
$1.04B RAUM · 9 reps · 415-234-7318 · empros.com
70
PARAFI CAPITAL LP — crossed $1B in regulatory AUM ($945.0M -> $1.40B). IAPD ↗fund
$1.40B RAUM · 8 reps · (203) 326-1321 · parafi.com
70
MOUNTAINGATE MANAGEMENT CO., LLC — crossed $1B in regulatory AUM ($904.5M -> $1.45B). IAPD ↗fund
$1.45B RAUM · 17 reps · (303) 390-5001 · krgcapital.com
70
PREP INVESTMENT ADVISERS, L.L.C. — crossed $1B in regulatory AUM ($477.0M -> $1.04B). IAPD ↗fund
$1.04B RAUM · 27 reps · 312-499-1952
70
NORTH HUDSON RESOURCE PARTNERS LP — crossed $1B in regulatory AUM ($890.6M -> $1.32B). IAPD ↗fund
$1.32B RAUM · 7 reps · (713) 936-6563
70
FIN CAPITAL — crossed $1B in regulatory AUM ($812.1M -> $1.27B). IAPD ↗fund
$1.27B RAUM · 18 reps · 415-300-0702 · fin.capital
70
ANALOG CENTURY MANAGEMENT LP — crossed $1B in regulatory AUM ($665.9M -> $1.75B). IAPD ↗fund
$1.75B RAUM · 4 reps · 646-248-6061 · analogcm.com
70
BSIP SLP GP, LLC — crossed $1B in regulatory AUM ($767.4M -> $1.20B). IAPD ↗fund
$1.20B RAUM · 20 reps · 469-421-8060 · bluestarinnovationpartners.com
70
BLUE GROTTO CAPITAL, LLC — crossed $1B in regulatory AUM ($743.4M -> $1.16B). IAPD ↗fund
$1.16B RAUM · 4 reps · 404.381.1890 · bluegrottocapital.com
70
SCIENS DIVERSIFIED MANAGERS LLC — crossed $1B in regulatory AUM ($857.6M -> $1.01B). IAPD ↗fund
$1.01B RAUM · 9 reps · 212-471-6100
70
PARKMAN HEALTHCARE PARTNERS LLC — crossed $1B in regulatory AUM ($942.5M -> $1.22B). IAPD ↗fund
$1.22B RAUM · 8 reps · (203) 516-3690 · parkmanhp.com
70
ARDSLEY PARTNERS — crossed $1B in regulatory AUM ($869.6M -> $1.14B). IAPD ↗fund
$1.14B RAUM · 9 reps · 203-564-4200 · ardsley.com
70
WEBS CREEK CAPITAL MANAGEMENT LP — crossed $1B in regulatory AUM ($642.6M -> $1.04B). IAPD ↗fund
$1.04B RAUM · 7 reps · 972-546-2504 · webscreekcapital.com
70
SOVEREIGN'S CAPITAL MANAGEMENT, LLC — crossed $1B in regulatory AUM ($867.2M -> $1.05B). IAPD ↗fund
$1.05B RAUM · 26 reps · 404-260-2798 · sovereignscapital.com
70
INTEGRAL HEALTH ASSET MANAGEMENT, LLC — crossed $1B in regulatory AUM ($815.2M -> $1.19B). IAPD ↗fund
$1.19B RAUM · 8 reps · 201-370-2740 · integralhlth.com
70
SILVERARC CAPITAL MANAGEMENT, LLC — crossed $1B in regulatory AUM ($723.9M -> $1.04B). IAPD ↗fund
$1.04B RAUM · 5 reps · 617-250-8431 · silverarccapital.com
70
NOVA INFRASTRUCTURE MANAGEMENT, LLC — crossed $1B in regulatory AUM ($642.6M -> $1.07B). IAPD ↗fund
$1.07B RAUM · 13 reps · 646-889-8100 · novainfrastructure.com
70
RICE PARK CAPITAL — crossed $1B in regulatory AUM ($891.2M -> $1.23B). IAPD ↗fund
$1.23B RAUM · 6 reps · 833-981-5595 · riceparkcapital.com
70
CREST ROCK PARTNERS — crossed $1B in regulatory AUM ($563.1M -> $1.09B). IAPD ↗fund
$1.09B RAUM · 9 reps · (303) 495-3598 · crestrockpartners.com
70
1543 CAPITAL LP — crossed $1B in regulatory AUM ($793.5M -> $1.01B). IAPD ↗fund
$1.01B RAUM · 3 reps · 203-900-3650
70
8 KNOTS MANAGEMENT, LLC — crossed $1B in regulatory AUM ($894.5M -> $1.81B). IAPD ↗fund
$1.81B RAUM · 1 reps · 646-379-0396
70
ASCENDANT CAPITAL PARTNERS LP — crossed $1B in regulatory AUM ($460.5M -> $1.41B). IAPD ↗fund
$1.41B RAUM · 10 reps · (310) 689-5149 · ascendantcapital.com
70
VARIANT — crossed $1B in regulatory AUM ($838.2M -> $1.16B). IAPD ↗fund
$1.16B RAUM · 5 reps · 580-952-9740
70
FIDELIS INVESTORS, LLC — crossed $1B in regulatory AUM ($878.9M -> $1.01B). IAPD ↗fund
$1.01B RAUM · 6 reps · 908-402-8132 · fidelis-investors.com
70
ERA PARTNERS LLC — crossed $1B in regulatory AUM ($881.3M -> $1.01B). IAPD ↗fund
$1.01B RAUM · 11 reps · 415-596-3326
70
ISOMETRY CAPITAL, LLC — crossed $1B in regulatory AUM ($756.8M -> $1.05B). IAPD ↗fund
$1.05B RAUM · 11 reps · 347-480-2544 · isometrycapital.com
70
BORNITE CAPITAL MANAGEMENT LP — crossed $1B in regulatory AUM ($752.9M -> $1.13B). IAPD ↗fund
$1.13B RAUM · 4 reps · 310-779-7712 · bornitecapital.com
70
WHITEHAWK CAPITAL PARTNERS LP — crossed $1B in regulatory AUM ($676.1M -> $1.03B). IAPD ↗fund
$1.03B RAUM · 11 reps · (213) 441-2688
70
EPFC CAPITAL PARTNERS — crossed $1B in regulatory AUM ($417.4M -> $2.76B). IAPD ↗fund
$2.76B RAUM · 11 reps · 929-447-0490 · epfc.capital
70
CLEARHAVEN PARTNERS LP — crossed $1B in regulatory AUM ($980.0M -> $1.01B). IAPD ↗fund
$1.01B RAUM · 12 reps · 617-221-7721
70
EMBER INFRASTRUCTURE — crossed $1B in regulatory AUM ($644.7M -> $1.20B). IAPD ↗fund
$1.20B RAUM · 12 reps · (646) 374-3942 · ember-infra.com
70
MWP ADVISORY, LLC — crossed $1B in regulatory AUM ($578.1M -> $1.27B). IAPD ↗fund
$1.27B RAUM · 7 reps · 646-979-4070
70
GOODFINCH MANAGEMENT, LLC — crossed $1B in regulatory AUM ($523.3M -> $1.45B). IAPD ↗fund
$1.45B RAUM · 10 reps · 916-262-8199 · goodfinch.com
70
WASHINGTON HARBOUR PARTNERS LP — crossed $1B in regulatory AUM ($854.9M -> $1.62B). IAPD ↗fund
$1.62B RAUM · 7 reps · 202-891-6202 · washingtonharbour.com
70
BEDFORD RIDGE CAPITAL — crossed $1B in regulatory AUM ($801.5M -> $1.32B). IAPD ↗fund
$1.32B RAUM · 3 reps · 469.802.0680 · bedfordridgecapital.com
70
TWO SEAS CAPITAL LP — crossed $1B in regulatory AUM ($762.4M -> $1.47B). IAPD ↗fund
$1.47B RAUM · 6 reps · 914-690-8253 · twoseascap.com
70
ASCEND PARTNERS — crossed $1B in regulatory AUM ($957.1M -> $1.16B). IAPD ↗fund
$1.16B RAUM · 11 reps · 646-689-2100 · ascendpartners.com
70
AVEGO MANAGEMENT, LLC — crossed $1B in regulatory AUM ($861.1M -> $1.02B). IAPD ↗fund
$1.02B RAUM · 14 reps · 646-844-0030 · avego.com
70
FINBACK INVESTMENT PARTNERS — crossed $1B in regulatory AUM ($818.4M -> $1.02B). IAPD ↗fund
$1.02B RAUM · 5 reps · 305-416-2626 · finbackpartners.com
70
ASTATINE INVESTMENT PARTNERS — crossed $1B in regulatory AUM ($920.3M -> $1.02B). IAPD ↗fund
$1.02B RAUM · 16 reps · 230-930-3800
70
TEN COVES CAPITAL, LP — crossed $1B in regulatory AUM ($990.5M -> $1.06B). IAPD ↗fund
$1.06B RAUM · 9 reps · 203-983-3239
70
GROWTH CATALYST PARTNERS, L.P. — crossed $1B in regulatory AUM ($895.8M -> $1.08B). IAPD ↗fund
$1.08B RAUM · 12 reps · (312) 283-3689
70
776 MANAGEMENT, LLC — crossed $1B in regulatory AUM ($923.7M -> $1.10B). IAPD ↗fund
$1.10B RAUM · 6 reps · 424-218-6278
70
INVICTUS GROWTH PARTNERS — crossed $1B in regulatory AUM ($612.4M -> $1.04B). IAPD ↗fund
$1.04B RAUM · 10 reps · 415-886-9830 · invictusgrowth.com
70
COINFUND MANAGEMENT LLC — crossed $1B in regulatory AUM ($906.1M -> $1.04B). IAPD ↗fund
$1.04B RAUM · 17 reps · 646-934-6177 · coinfund.io
70
TROLUCE CAPITAL ADVISORS LLC — crossed $1B in regulatory AUM ($449.4M -> $1.48B). IAPD ↗fund
$1.48B RAUM · 3 reps · 646-347-8801 · troluce.com
70
GODSPEED CAPITAL MANAGEMENT LP — crossed $1B in regulatory AUM ($455.5M -> $1.10B). IAPD ↗fund
$1.10B RAUM · 7 reps · 202-765-1010 · godspeedcm.com
70
CLOUD CAPITAL ADVISORS LLC — crossed $1B in regulatory AUM ($646.0M -> $1.97B). IAPD ↗fund
$1.97B RAUM · 10 reps · (813) 587-1997 · cldcap.com
70
RK CAPITAL MANAGEMENT, LLC — crossed $1B in regulatory AUM ($975.5M -> $1.41B). IAPD ↗fund
$1.41B RAUM · 9 reps · 561-408-1711 · rkcapl.com
70
LINEAR B PARTNERS LP — crossed $1B in regulatory AUM ($308.5M -> $1.20B). IAPD ↗fund
$1.20B RAUM · 5 reps · 212-918-0910
70
HOOK MILL CAPITAL PARTNERS, LP — crossed $1B in regulatory AUM ($870.0M -> $2.15B). IAPD ↗fund
$2.15B RAUM · 2 reps · 212-804-9980 · hookmillcapital.com
70
RICHBROOK ADVISORS, LP — crossed $1B in regulatory AUM ($815.2M -> $1.02B). IAPD ↗fund
$1.02B RAUM · 5 reps · 646-833-1020
70
ARIS MANAGEMENT, LLC — crossed $1B in regulatory AUM ($608.6M -> $1.25B). IAPD ↗fund
$1.25B RAUM · 842 reps · 212-515-3200
70
VALEAS CAPITAL PARTNERS — crossed $1B in regulatory AUM ($807.4M -> $1.30B). IAPD ↗fund
$1.30B RAUM · 13 reps · 415-992-3131 · valeas.com
70
DIVISADERO STREET CAPITAL MANAGEMENT, LP — crossed $1B in regulatory AUM ($634.2M -> $1.05B). IAPD ↗fund
$1.05B RAUM · 5 reps · 917-805-9985
70
BH CREDIT MANAGEMENT LLC — crossed $1B in regulatory AUM ($850.2M -> $1.21B). IAPD ↗fund
$1.21B RAUM · 15 reps · 214-665-1900
70
BLACKSTONE PRIVATE INVESTMENTS ADVISORS L.L.C. — crossed $1B in regulatory AUM ($100,000 -> $7.32B). IAPD ↗fund
$7.32B RAUM · 23 reps · 212-583-5000 · bxpef.com
70
CAPITOL MERIDIAN PARTNERS LP — crossed $1B in regulatory AUM ($993.2M -> $1.37B). IAPD ↗fund
$1.37B RAUM · 11 reps · 202-742-9920 · capitolmeridian.com
70
BLACKBARN CAPITAL PARTNERS LP — crossed $1B in regulatory AUM ($506.3M -> $1.09B). IAPD ↗fund
$1.09B RAUM · 7 reps · 332-238-4950 · blackbarncap.com
70
WARWICK CAPITAL PARTNERS (US) LP — crossed $1B in regulatory AUM ($432.5M -> $2.20B). IAPD ↗fund
$2.20B RAUM · 9 reps · 917-828-2630 · warwickcap.com
70
FOREST AVENUE CAPITAL MANAGEMENT LP — crossed $1B in regulatory AUM ($683.0M -> $1.56B). IAPD ↗fund
$1.56B RAUM · 5 reps · 305-847-9750 · forestavecap.com
70
LONG FOCUS CAPITAL MANAGEMENT LLC — crossed $1B in regulatory AUM ($666.4M -> $1.70B). IAPD ↗fund
$1.70B RAUM · 6 reps · (787) 333-0240
70
ALLIED INDUSTRIAL PARTNERS — crossed $1B in regulatory AUM ($521.4M -> $1.16B). IAPD ↗fund
$1.16B RAUM · 11 reps · 832-415-9055
70
ISO-MTS CAPITAL MANAGEMENT LP — crossed $1B in regulatory AUM ($831.5M -> $1.01B). IAPD ↗fund
$1.01B RAUM · 3 reps · (203) 742-8099 · iso-mts.com
70
OFS CLO MANAGEMENT II, LLC — crossed $1B in regulatory AUM ($303.5M -> $1.09B). IAPD ↗fund
$1.09B RAUM · 23 reps · 847.734.2000 · ofsmanagement.com
70
TRUELINK CAPITAL MANAGEMENT, LLC — crossed $1B in regulatory AUM ($528.3M -> $1.77B). IAPD ↗fund
$1.77B RAUM · 16 reps · 310-736-5853 · truelinkcap.com
70
SHORECLIFF ASSET MANAGEMENT COMPANY LLC — crossed $1B in regulatory AUM ($614.0M -> $1.27B). IAPD ↗fund
$1.27B RAUM · 5 reps · (949) 806-3980 · shorecliffam.com
70
COALESCE CAPITAL MANAGEMENT LLC — crossed $1B in regulatory AUM ($961.7M -> $1.36B). IAPD ↗fund
$1.36B RAUM · 16 reps · (646) 222-5910
70
NEUBERGER BERMAN LOAN ADVISERS IV LLC — crossed $1B in regulatory AUM ($865.2M -> $3.44B). IAPD ↗fund
$3.44B RAUM · 3 reps · 312-325-7700
70
MYCOR CAPITAL MANAGEMENT, LLC — crossed $1B in regulatory AUM ($354.2M -> $1.29B). IAPD ↗fund
$1.29B RAUM · 8 reps · 203-803-4840 · mycorcapital.com
70
PHOENIX MERCHANT PARTNERS, LP — crossed $1B in regulatory AUM ($997.4M -> $1.61B). IAPD ↗fund
$1.61B RAUM · 12 reps · 212-804-9990
70
ZBS PARTNERS, LLC — crossed $1B in regulatory AUM ($728.0M -> $1.14B). IAPD ↗fund
$1.14B RAUM · 4 reps · 651-503-7768 · zbspartners.com
70
CONSTELLATION WEALTH CAPITAL — crossed $1B in regulatory AUM ($549.7M -> $1.27B). IAPD ↗fund
$1.27B RAUM · 19 reps · 312-626-6067 · constellationwealthcapital.com
70
LINGOTTO US LLC — crossed $1B in regulatory AUM ($654.0M -> $1.18B). IAPD ↗fund
$1.18B RAUM · 5 reps · 44 (0) 20 3781 9332 · lingotto.com
70
APC ASSET DEVELOPMENT II, LP — crossed $1B in regulatory AUM ($562.7M -> $1.39B). IAPD ↗fund
$1.39B RAUM · 21 reps · (949) 681-2100
70
PINEGROVE OPPORTUNITY PARTNERS LLC — crossed $1B in regulatory AUM ($804.1M -> $1.18B). IAPD ↗fund
$1.18B RAUM · 8 reps · 626-676-0710 · pinegrovecp.com
70
NORTHAMPTON CAPITAL PARTNERS — crossed $1B in regulatory AUM ($125.0M -> $1.08B). IAPD ↗fund
$1.08B RAUM · 11 reps · 914-309-1746
70
BENCHSTONE CAPITAL MANAGEMENT LP — crossed $1B in regulatory AUM ($465.5M -> $1.10B). IAPD ↗fund
$1.10B RAUM · 7 reps · 646-908-6000 · benchstonecapital.com
70
AFBI LP — crossed $1B in regulatory AUM ($981.3M -> $1.40B). IAPD ↗fund
$1.40B RAUM · 20 reps · 917-865-5747
70
SONE CAPITAL MANAGEMENT, LLC — crossed $1B in regulatory AUM ($696.9M -> $1.03B). IAPD ↗fund
$1.03B RAUM · 5 reps · 212-433-3400
70
ROSCOMMON ANALYTICS LLC — crossed $1B in regulatory AUM ($753.8M -> $1.36B). IAPD ↗fund
$1.36B RAUM · 54 reps · 212-850-8865
70
VINVA INVESTMENT MANAGEMENT — (SYDNEY, NSW, Australia) is newly SEC-registered with $14.67B RAUM and 15 advisory reps. IAPD ↗foreign
$14.67B RAUM · 15 reps · +612 8298 4700 · vinva.com
68
ASTARIS CAPITAL MANAGEMENT LLP — (LONDON, United Kingdom) is newly SEC-registered with $721.0M RAUM and 5 advisory reps. IAPD ↗foreign
$721.0M RAUM · 5 reps · +44 20 7590 5400 · astaris.com
68
INTERNATIONAL MONEY MATTERS PVT LTD — (BANGALORE, KARNATAKA, India) is newly SEC-registered with $311.6M RAUM and 21 advisory reps. IAPD ↗foreign
$311.6M RAUM · 21 reps · +91 8049904565 · immpl.com
65
CONSTELLATION INVESTMENTS, INC. — reported RAUM up 124% ($11.75B -> $26.31B). IAPD ↗institutional
$26.31B RAUM · 6 reps · 513-794-6100 · constellationinsurance.com
65
PGIM MULTI-ASSET SOLUTIONS LLC — reported RAUM up 96% ($13.39B -> $26.26B). IAPD ↗institutional
$26.26B RAUM · 30 reps · 973-802-3137 · pgim.com
65
APOLLO CREDIT MANAGEMENT, LLC — reported RAUM up 117% ($8.63B -> $18.71B). IAPD ↗institutional
$18.71B RAUM · 842 reps · 212-515-3200
65
TUTTLE CAPITAL MANAGEMENT, LLC — reported RAUM up 90% ($1.64B -> $3.11B). IAPD ↗institutional
$3.11B RAUM · 7 reps · 888-723-2821 · tuttlecap.com
65
AMPLIFY INVESTMENTS LLC — reported RAUM up 89% ($5.33B -> $10.09B). IAPD ↗institutional
$10.09B RAUM · 28 reps · (630)-487-2530
65
AGTB FUND MANAGER, LLC — reported RAUM up 128% ($1.48B -> $3.37B). IAPD ↗institutional
$3.37B RAUM · 83 reps · 212-692-2000 · agtbcap.com
65
SIXTH STREET LENDING PARTNERS ADVISERS, LLC — reported RAUM up 171% ($3.14B -> $8.51B). IAPD ↗institutional
$8.51B RAUM · 47 reps · 469-621-3001 · sixthstreetlendingpartners.com
65
NEOS INVESTMENTS — reported RAUM up 336% ($1.36B -> $5.93B). IAPD ↗institutional
$5.93B RAUM · 2 reps · 203-298-7300
65
HPS ADVISORS, LLC — reported RAUM up 82% ($9.72B -> $17.64B). IAPD ↗institutional
$17.64B RAUM · 346 reps · 212-287-6767
65
DRAGON CAPITAL MANAGEMENT (HK) LIMITED — (CENTRAL, Hong Kong) is newly SEC-registered with $95.8M RAUM and 1 advisory reps. IAPD ↗foreign
$95.8M RAUM · 1 reps · 85239798100 · dragoncapital.com
65
FINQ AI — (TEL AVIV, Israel) is newly SEC-registered with $0 RAUM and 1 advisory reps. IAPD ↗foreign
$0 RAUM · 1 reps · +972 508258824 · finqai.com
65
TAULA CAPITAL MANAGEMENT (DIFC) LTD — (DUBAI, United Arab Emirates) is newly SEC-registered (provisional 120-day approval) with $0 RAUM and 3 advisory reps. IAPD ↗foreign
$0 RAUM · 3 reps · +97 14323 0800 · taulacapital.com
65
HIGHGATE GROUP USA INC. — (MONTREAL, QUEBEC, Canada) is newly SEC-registered with $0 RAUM and 3 advisory reps. IAPD ↗foreign
$0 RAUM · 3 reps · 514-789-7140
65
SYGNUS CAPITAL SL LIMITED — (CASTRIES, Saint Lucia) is newly SEC-registered with $0 RAUM and 2 advisory reps. IAPD ↗foreign
$0 RAUM · 2 reps · (758) 731-3500
65
Q WEALTH USA INC. — (TORONTO, ONTARIO, Canada) is newly SEC-registered with $0 RAUM and 1 advisory reps. IAPD ↗foreign
$0 RAUM · 1 reps · 1-833-793-2584
65
DA INV — (LONDON, United Kingdom) is newly SEC-registered (provisional 120-day approval) with $0 RAUM and 4 advisory reps. IAPD ↗foreign
$0 RAUM · 4 reps · 917-202-2007 · dolarapp.com
65
VENICE CAPITAL LLC — (SAO PAULO, Brazil) is newly SEC-registered with $0 RAUM and 2 advisory reps. IAPD ↗foreign
$0 RAUM · 2 reps · +55 (11) 96406-9906
65
ALAMUT CAPITAL — (TORONTO, Canada) is newly SEC-registered with $0 RAUM and 1 advisory reps. IAPD ↗foreign
$0 RAUM · 1 reps · 647 574 4093 · alamut.capital
64
NEWPORT GROUP CONSULTING, LLC — reported RAUM up 72% ($2.56B -> $4.40B). IAPD ↗institutional
$4.40B RAUM · 10 reps · 407-333-2905 · newportgroup.com
64
ARES CAPITAL MANAGEMENT II LLC — reported RAUM up 70% ($5.26B -> $8.96B). IAPD ↗institutional
$8.96B RAUM · 653 reps · 310-201-4100
64
KESTRA INVESTMENT MANAGEMENT, LLC. — reported RAUM up 73% ($1.51B -> $2.62B). IAPD ↗institutional
$2.62B RAUM · 13 reps · 844-553-7872 · kestraim.com
64
OHA PRIVATE CREDIT ADVISORS LLC — reported RAUM up 73% ($1.46B -> $2.53B). IAPD ↗institutional
$2.53B RAUM · 124 reps · 212-852-1500 · oakhilladvisors.com
63
STRENGTH CAPITAL PARTNERS, LLC — reported RAUM up 112% ($205.9M -> $435.8M). IAPD ↗institutional
$435.8M RAUM · 9 reps · 248-593-6872 · strengthcapital.com
63
MOUNTAIN PACIFIC ADVISORS, LLC — reported RAUM up 78% ($204.2M -> $362.6M). IAPD ↗institutional
$362.6M RAUM · 6 reps · 425-284-7200 · mountainpacificgroup.com
63
SUSTAINABLE INSIGHT CAPITAL MANAGEMENT, LLC — reported RAUM up 87% ($173.6M -> $324.1M). IAPD ↗institutional
$324.1M RAUM · 3 reps · 646-790-4800 · sicm.com
63
MANA ADVISORS LLC — reported RAUM up 302% ($108.4M -> $436.0M). IAPD ↗institutional
$436.0M RAUM · 2 reps · 332-201-7620
63
ALLEGIANT REAL ESTATE CAPITAL, LP — reported RAUM up 451% ($59.1M -> $326.0M). IAPD ↗institutional
$326.0M RAUM · 1 reps · 646-362-0311 · allegiantrec.com
63
IBN ASSET MANAGEMENT, LLC — reported RAUM up 352% ($107.3M -> $485.4M). IAPD ↗institutional
$485.4M RAUM · 6 reps · 805-277-4738
63
THOMASLLOYD CLIMATE SOLUTIONS LLC — reported RAUM up 234% ($148.0M -> $493.6M). IAPD ↗institutional
$493.6M RAUM · 2 reps · 914 495-3630
63
EAGLE POINT INCOME MANAGEMENT LLC — reported RAUM up 87% ($243.7M -> $455.5M). IAPD ↗institutional
$455.5M RAUM · 10 reps · 203-340-8500
63
ICR PARTNERS — reported RAUM up 113% ($224.9M -> $479.8M). IAPD ↗institutional
$479.8M RAUM · 1 reps · (817) 854-3253
63
SOUTHERN RIDGES CAPITAL (USA) LLC — reported RAUM up 67% ($1.01B -> $1.68B). IAPD ↗institutional
$1.68B RAUM · 10 reps · +1 332 910 5167
63
CHICAGO ATLANTIC BDC ADVISERS, LLC — reported RAUM up 249% ($88.6M -> $309.6M). IAPD ↗institutional
$309.6M RAUM · 5 reps · 212-905-4920 · lien.chicagoatlantic.com
63
CRESCENT CAP NT ADVISORS, LLC — reported RAUM up 134% ($148.7M -> $348.0M). IAPD ↗institutional
$348.0M RAUM · 0 reps · 310-235-5900 · crescentprivatecredit.com
63
TRILL IMPACT ADVISORY INC. — reported RAUM up 216% ($80.3M -> $253.8M). IAPD ↗institutional
$253.8M RAUM · 4 reps · 917-733-5510 · trillimpact.com
63
CURAFIN ADVISORS — reported RAUM up 96% ($229.2M -> $448.4M). IAPD ↗institutional
$448.4M RAUM · 3 reps · 480-284-7080 · curafinadvisors.com
63
VENNLIGHT CAPITAL MANAGEMENT, LP — reported RAUM up 163% ($104.3M -> $274.1M). IAPD ↗institutional
$274.1M RAUM · 3 reps · 203-935-3203
63
SUNRISE MANAGER LLC — reported RAUM up 177% ($115.0M -> $318.7M). IAPD ↗institutional
$318.7M RAUM · 7 reps · 561-530-3315 · sunriserealtytrust.com
63
SOPHRON CAPITAL MANAGEMENT — reported RAUM up 90% ($251.7M -> $477.6M). IAPD ↗institutional
$477.6M RAUM · 2 reps · 212-970-9451
63
DRC INVESTMENT ADVISORS, LLC — 's provisional registration is now fully approved. IAPD ↗institutional
$433.0M RAUM · 4 reps · 901-598-4763 · debtreservecapital.com
63
ERIC M FLANAGAN TRADING, LLC — 's provisional registration is now fully approved. IAPD ↗institutional
$841.7M RAUM · 1 reps · 707-331-0617
62
OXFORD LANE MANAGEMENT, LLC — reported RAUM up 63% ($1.56B -> $2.55B). IAPD ↗institutional
$2.55B RAUM · 7 reps · 203-983-5275 · oxfordfunds.com
62
VEST FINANCIAL LLC — reported RAUM up 61% ($24.38B -> $39.30B). IAPD ↗institutional
$39.30B RAUM · 12 reps · 855-979-6060 · vestfin.com
62
STRATOS INVESTMENT MANAGEMENT, LLC — reported RAUM up 60% ($1.52B -> $2.44B). IAPD ↗institutional
$2.44B RAUM · 4 reps · 4402104900 · stratosinvestmentmanagement.com
62
XA INVESTMENTS — reported RAUM up 74% ($547.1M -> $950.0M). IAPD ↗institutional
$950.0M RAUM · 14 reps · 312-374-6930 · xainvestments.com
61
VERUS ADVISORY, INC. — reported RAUM up 59% ($11.02B -> $17.54B). IAPD ↗institutional
$17.54B RAUM · 85 reps · 206-622-3700
61
FIDUCIARY FIRST — reported RAUM up 57% ($3.31B -> $5.18B). IAPD ↗institutional
$5.18B RAUM · 2 reps · 407.740.6111 · fiduciaryfirst.com
61
BRIDGER INVESTMENT PARTNERS LLC — reported RAUM up 66% ($518.7M -> $859.3M). IAPD ↗institutional
$859.3M RAUM · 5 reps · 1-800-598-9220 · bridger-partners.com
60
INSTITUTIONAL CAPITAL MANAGEMENT, INC. — crossed $500M in regulatory AUM ($497.0M -> $584.0M). IAPD ↗institutional
$584.0M RAUM · 1 reps · 303-579-9595 · thinkicm.com
60
CONNING INVESTMENT PRODUCTS, INC. — crossed $500M in regulatory AUM ($486.5M -> $517.7M). IAPD ↗institutional
$517.7M RAUM · 5 reps · 860-299-2000
60
OLD GLORY ASSET MANAGEMENT LLC — crossed $500M in regulatory AUM ($460.0M -> $568.6M). IAPD ↗institutional
$568.6M RAUM · 2 reps · 610-648-3860 · oldgloryam.com
60
LYONROSS CAPITAL MANAGEMENT, LLC — crossed $500M in regulatory AUM ($466.3M -> $642.3M). IAPD ↗institutional
$642.3M RAUM · 5 reps · 212-218-3950 · lyonross.com
60
NEWFOUND RESEARCH LLC — crossed $500M in regulatory AUM ($122.1M -> $831.8M). IAPD ↗institutional
$831.8M RAUM · 2 reps · (617) 531-9773 · blog.thinknewfound.com
60
AETNA ASSET ADVISORS, LLC — crossed $500M in regulatory AUM ($313.2M -> $733.6M). IAPD ↗institutional
$733.6M RAUM · 24 reps · 860-273-4631
60
BOFCAL ASSET MANAGEMENT INC. — crossed $500M in regulatory AUM ($184.0M -> $797.6M). IAPD ↗institutional
$797.6M RAUM · 5 reps · (415) 757-2654
60
NEWFRONT RETIREMENT SERVICES, INC. — crossed $500M in regulatory AUM ($366.8M -> $649.3M). IAPD ↗institutional
$649.3M RAUM · 19 reps · 415-754-3635 · newfront.com
60
SCIENCAST MANAGEMENT LP — crossed $500M in regulatory AUM ($320.0M -> $800.0M). IAPD ↗institutional
$800.0M RAUM · 3 reps · 609-917-3298
60
MAIN MANAGEMENT FUND ADVISORS, LLC — crossed $500M in regulatory AUM ($370.5M -> $582.1M). IAPD ↗institutional
$582.1M RAUM · 20 reps · 415-217-5800 · mainmgtetfs.com
60
DOMAIN TIMBER ADVISORS, LLC — crossed $500M in regulatory AUM ($443.4M -> $597.7M). IAPD ↗institutional
$597.7M RAUM · 7 reps · 770-628-0700 · domaincapitalgroup.com
60
1WS CAPITAL ADVISORS, LLC — crossed $500M in regulatory AUM ($266.0M -> $561.0M). IAPD ↗institutional
$561.0M RAUM · 53 reps · 212-957-2500 · 1wscapital.com
60
CELERES CAPITAL ADVISORS, LLC — crossed $500M in regulatory AUM ($486.0M -> $611.4M). IAPD ↗institutional
$611.4M RAUM · 4 reps · 646-481-0469 · celerescapital.com
60
RRA CAPITAL — crossed $500M in regulatory AUM ($432.8M -> $593.3M). IAPD ↗institutional
$593.3M RAUM · 22 reps · 602-714-5111
60
TRUEMARK INVESTMENTS — crossed $500M in regulatory AUM ($242.8M -> $761.8M). IAPD ↗institutional
$761.8M RAUM · 1 reps · 877-774-8783 · true-shares.com
60
NEXANNUITY ASSET MANAGEMENT, L.P. — crossed $500M in regulatory AUM ($421.2M -> $600.4M). IAPD ↗institutional
$600.4M RAUM · 2 reps · 214-276-6300
60
POLYMER CAPITAL MANAGEMENT (US), LLC — crossed $500M in regulatory AUM ($130.4M -> $802.5M). IAPD ↗institutional
$802.5M RAUM · 17 reps · 646-660-0364
60
QUANTIX COMMODITIES LP — crossed $500M in regulatory AUM ($139.0M -> $791.8M). IAPD ↗institutional
$791.8M RAUM · 12 reps · 203-864-3388
60
ACADEMY ASSET MANAGEMENT — crossed $500M in regulatory AUM ($188.6M -> $598.4M). IAPD ↗institutional
$598.4M RAUM · 3 reps · 646-341-6869
60
OHA PRIVATE CREDIT ADVISORS II, L.P. — crossed $500M in regulatory AUM ($495.2M -> $659.3M). IAPD ↗institutional
$659.3M RAUM · 124 reps · 212-326-1500
60
SG TRADING SOLUTIONS, LLC — crossed $500M in regulatory AUM ($207.8M -> $535.2M). IAPD ↗institutional
$535.2M RAUM · 3 reps · (801) 683-2856 · sgtradingsolutions.com
60
KENNEDY LEWIS CAPITAL HOLDINGS LLC — crossed $500M in regulatory AUM ($454.3M -> $869.6M). IAPD ↗institutional
$869.6M RAUM · 44 reps · 212-782-3480 · klimllc.com
60
BOW RIVER ADVISERS, LLC — crossed $500M in regulatory AUM ($461.1M -> $705.7M). IAPD ↗institutional
$705.7M RAUM · 6 reps · (303) 861-8466 · bowriverevergreen.com
60
REX ADVISERS, LLC — crossed $500M in regulatory AUM ($119.3M -> $774.9M). IAPD ↗institutional
$774.9M RAUM · 2 reps · 203-557-6201
60
BCPC ADVISORS, LP — crossed $500M in regulatory AUM ($223.7M -> $747.7M). IAPD ↗institutional
$747.7M RAUM · 255 reps · 617-516-2318
60
WILLOW TREE CAPITAL CORP ADVISORS LLC — crossed $500M in regulatory AUM ($310.3M -> $744.4M). IAPD ↗institutional
$744.4M RAUM · 12 reps · 212-218-1090
60
SOUND POINT MERIDIAN MANAGEMENT COMPANY LLC — crossed $500M in regulatory AUM ($2 -> $553.3M). IAPD ↗institutional
$553.3M RAUM · 5 reps · 212-895-2280 · soundpointcap.com
60
TWIN OAK ETF COMPANY — crossed $500M in regulatory AUM ($10.2M -> $572.3M). IAPD ↗institutional
$572.3M RAUM · 2 reps · 617-402-5495 · twinoaketfs.com
60
FPLF MANAGEMENT LLC — crossed $500M in regulatory AUM ($100.0M -> $630.0M). IAPD ↗institutional
$630.0M RAUM · 3 reps · 212-798-6100
60
BOLTON INVESTMENT — reported RAUM up 127% ($61.0M -> $138.5M). IAPD ↗institutional
$138.5M RAUM · 8 reps · 410 547-0500 · boltonusa.com
60
III CAPITAL MANAGEMENT — reported RAUM up 115% ($39.51B -> $85.07B). IAPD ↗fund
$85.07B RAUM · 9 reps · 561-544-4600 · iiicm.com
60
CONTEXT CAPITAL MANAGEMENT LLC — reported RAUM up 95% ($2.58B -> $5.02B). IAPD ↗fund
$5.02B RAUM · 6 reps · 858-481-3666
60
BLACKSTONE ASSET BASED FINANCE ADVISORS LP — reported RAUM up 92% ($27.84B -> $53.31B). IAPD ↗fund
$53.31B RAUM · 297 reps · 212-583-5000 · blackstone.podbean.com
60
PINE RIVER CAPITAL MANAGEMENT L.P. — reported RAUM up 147% ($9.72B -> $24.05B). IAPD ↗fund
$24.05B RAUM · 15 reps · 612-238-3300 · pinerivercapital.com
60
THRIVENT ASSET MANAGEMENT, LLC — reported RAUM up 54% ($30.31B -> $46.82B). IAPD ↗institutional
$46.82B RAUM · 152 reps · 800-847-4836
60
ELLINGTON GLOBAL ASSET MANAGEMENT, LLC — reported RAUM up 91% ($3.25B -> $6.22B). IAPD ↗fund
$6.22B RAUM · 68 reps · 203-698-1200 · ellington.com
60
VOLEON CAPITAL MANAGEMENT LP — reported RAUM up 75% ($9.33B -> $16.36B). IAPD ↗fund
$16.36B RAUM · 18 reps · 510-704-9870
60
JERICHO CAPITAL ASSET MANAGEMENT L.P. — reported RAUM up 85% ($3.97B -> $7.36B). IAPD ↗fund
$7.36B RAUM · 9 reps · 212-946-7650 · jerichocap.com
60
COOPER CREEK PARTNERS MANAGEMENT LLC — reported RAUM up 83% ($2.46B -> $4.52B). IAPD ↗fund
$4.52B RAUM · 8 reps · 646-291-2852
60
GLADE BROOK CAPITAL PARTNERS LLC — reported RAUM up 90% ($1.12B -> $2.13B). IAPD ↗fund
$2.13B RAUM · 8 reps · 203-861-3000 · gladebrookcapital.com
60
MONOMOY CAPITAL MANAGEMENT, L.P. — reported RAUM up 90% ($2.98B -> $5.66B). IAPD ↗fund
$5.66B RAUM · 50 reps · 212-225-9370
60
BLUE OWL REAL ESTATE CAPITAL LLC — reported RAUM up 111% ($25.06B -> $52.79B). IAPD ↗fund
$52.79B RAUM · 110 reps · (212) 419-3000 · blueowlproducts.com
60
MONROE CAPITAL BDC ADVISORS, LLC — reported RAUM up 52% ($3.15B -> $4.80B). IAPD ↗institutional
$4.80B RAUM · 14 reps · (312) 258-8300 · monroebdc.com
60
BLACKSTONE STRATEGIC CAPITAL ADVISORS, L.L.C. — reported RAUM up 82% ($10.58B -> $19.21B). IAPD ↗fund
$19.21B RAUM · 20 reps · 212-583-5000
60
TURN/RIVER MANAGEMENT, L.P. — reported RAUM up 81% ($2.69B -> $4.86B). IAPD ↗fund
$4.86B RAUM · 62 reps · 415-858-0910 · turnriver.com
60
NEXUS CAPITAL MANAGEMENT LP — reported RAUM up 85% ($2.50B -> $4.62B). IAPD ↗fund
$4.62B RAUM · 21 reps · (424) 330-8820
60
TREXQUANT INVESTMENT LP — reported RAUM up 92% ($5.94B -> $11.39B). IAPD ↗fund
$11.39B RAUM · 102 reps · 203-817-0551 · trexquant.com
60
COUNTERPOINT FUNDS — reported RAUM up 53% ($1.73B -> $2.63B). IAPD ↗institutional
$2.63B RAUM · 5 reps · 858-771-4000
60
CAPTION MANAGEMENT, LLC — reported RAUM up 80% ($1.71B -> $3.07B). IAPD ↗fund
$3.07B RAUM · 10 reps · 347-797-5101 · captionpartners.com
60
KLINE HILL PARTNERS LP — reported RAUM up 83% ($4.99B -> $9.11B). IAPD ↗fund
$9.11B RAUM · 29 reps · 203-987-6120 · klinehill.com
60
CASTLE HOOK PARTNERS LP — reported RAUM up 146% ($2.69B -> $6.61B). IAPD ↗fund
$6.61B RAUM · 17 reps · 212-698-4720 · castlehook.com
60
HIDDEN HARBOR CAPITAL MANAGEMENT, L.P. — reported RAUM up 114% ($1.01B -> $2.15B). IAPD ↗fund
$2.15B RAUM · 27 reps · (954) 400-1140
60
GSA CAPITAL PARTNERS (NEW YORK) LP — reported RAUM up 176% ($32.2M -> $88.9M). IAPD ↗institutional
$88.9M RAUM · 5 reps · +1 917 210 0705 · gsacapital.com
60
HOF CAPITAL — reported RAUM up 117% ($1.13B -> $2.46B). IAPD ↗fund
$2.46B RAUM · 9 reps · (646) 503-5030
60
GIGAFUND — reported RAUM up 90% ($3.64B -> $6.92B). IAPD ↗fund
$6.92B RAUM · 4 reps · 833-444-2386
60
MILL POINT CAPITAL LLC — reported RAUM up 95% ($1.84B -> $3.58B). IAPD ↗fund
$3.58B RAUM · 22 reps · (212) 416-5800 · millpoint.com
60
SONA ASSET MANAGEMENT (US) LLC — reported RAUM up 76% ($12.84B -> $22.62B). IAPD ↗fund
$22.62B RAUM · 18 reps · 646-779-6300
60
JADIAN CAPITAL, LP — reported RAUM up 95% ($1.23B -> $2.41B). IAPD ↗fund
$2.41B RAUM · 9 reps · 212-503-5900
60
OPTI CAPITAL MANAGEMENT LP — reported RAUM up 105% ($1.22B -> $2.51B). IAPD ↗fund
$2.51B RAUM · 7 reps · 212.430.2184
60
ADVISOR LOGISTICS, LLC — reported RAUM up 54% ($3.21B -> $4.94B). IAPD ↗institutional
$4.94B RAUM · 1 reps · 210-346-8321 · advisorlogistics.com
60
RESURGENS TECHNOLOGY ADVISORS, L.P. — reported RAUM up 85% ($1.14B -> $2.11B). IAPD ↗fund
$2.11B RAUM · 33 reps · (678) 894-1447 · resurgenstech.com
60
SOUND POINT CLO C-MOA, LLC — reported RAUM up 82% ($4.49B -> $8.19B). IAPD ↗fund
$8.19B RAUM · 37 reps · 212-895-2280
60
MEREWETHER INVESTMENT MANAGEMENT, LP — reported RAUM up 86% ($2.30B -> $4.28B). IAPD ↗fund
$4.28B RAUM · 12 reps · 214-453-5522 · merewetherinvestment.com
60
RPA FINANCIAL, LLC — reported RAUM up 52% ($5.25B -> $7.99B). IAPD ↗institutional
$7.99B RAUM · 4 reps · 415-526-2753
60
PHASE 3 CAPITAL MANAGEMENT LLC — reported RAUM up 120% ($1.28B -> $2.80B). IAPD ↗fund
$2.80B RAUM · 4 reps · 312-858-3800 · p3cm.com
60
QUID CAPITAL GROUP HOLDINGS, LLC — reported RAUM up 79% ($1.97B -> $3.52B). IAPD ↗fund
$3.52B RAUM · 5 reps · 424-238-2927
60
HILDRED CAPITAL MANAGEMENT, LLC — reported RAUM up 80% ($1.47B -> $2.64B). IAPD ↗fund
$2.64B RAUM · 14 reps · 646-362-5965 · hildredcapital.com
60
PRYSM CAPITAL, L.P. — reported RAUM up 131% ($1.48B -> $3.41B). IAPD ↗fund
$3.41B RAUM · 9 reps · 609-651-5125 · prysmcapital.com
60
MODERN CAPITAL MANAGEMENT, CO. — reported RAUM up 137% ($42.5M -> $100.8M). IAPD ↗institutional
$100.8M RAUM · 4 reps · 843-892-0244 · moderncap.com
60
CROSSPOINT CAPITAL PARTNERS, LP — reported RAUM up 110% ($3.31B -> $6.93B). IAPD ↗fund
$6.93B RAUM · 19 reps · 650-850-1740
60
CASTLEKNIGHT MANAGEMENT LP — reported RAUM up 75% ($1.57B -> $2.75B). IAPD ↗fund
$2.75B RAUM · 8 reps · 212 - 852 - 6300 · castleknight.com
60
SOUND CAPITAL SOLUTIONS LLC — reported RAUM up 393% ($45.5M -> $224.2M). IAPD ↗institutional
$224.2M RAUM · 5 reps · 630-853-3300 · soundcapitalsolutions.com
60
CENTERBOOK PARTNERS LP — reported RAUM up 98% ($1.21B -> $2.41B). IAPD ↗fund
$2.41B RAUM · 10 reps · 203-485-5200
60
WINCORAM ASSET MANAGEMENT LLC — reported RAUM up 148% ($2.39B -> $5.92B). IAPD ↗fund
$5.92B RAUM · 13 reps · 832-791-2320 · wincoram.com
60
BAM CREDIT AND INSURANCE SOLUTIONS ADVISOR LLC — reported RAUM up 167% ($34.50B -> $92.25B). IAPD ↗fund
$92.25B RAUM · 1027 reps · 2124177000 · brookfield.com
60
CONCENTRIC CAPITAL STRATEGIES L.P. — reported RAUM up 90% ($1.34B -> $2.53B). IAPD ↗fund
$2.53B RAUM · 8 reps · 203-718-5611
60
AVESI PARTNERS LLC — reported RAUM up 155% ($1.11B -> $2.83B). IAPD ↗fund
$2.83B RAUM · 19 reps · (475) 333-3470 · avesipartners.com
60
HARBOURVIEW EQUITY PARTNERS, LLC — reported RAUM up 84% ($1.45B -> $2.67B). IAPD ↗fund
$2.67B RAUM · 36 reps · 973-329-0285 · harbourviewequity.com
60
FIDELITY DIVERSIFYING SOLUTIONS LLC — reported RAUM up 271% ($2.60B -> $9.66B). IAPD ↗fund
$9.66B RAUM · 35 reps · 617-563-7000
60
BURKEHILL GLOBAL MANAGEMENT, LP — reported RAUM up 118% ($1.16B -> $2.52B). IAPD ↗fund
$2.52B RAUM · 6 reps · 2124906760
60
GALVANIZE CLIMATE SOLUTIONS LLC — reported RAUM up 480% ($1.18B -> $6.84B). IAPD ↗fund
$6.84B RAUM · 40 reps · 415-757-6600 · gcsllc.com
60
SPEARHEAD ADMINISTRATIVE SERVICES, LLC — reported RAUM up 77% ($1.22B -> $2.16B). IAPD ↗fund
$2.16B RAUM · 5 reps · 855-615-5318
60
1988 ASSET MANAGEMENT, LLC — reported RAUM up 88% ($1.23B -> $2.31B). IAPD ↗fund
$2.31B RAUM · 37 reps · 212-888-3413 · muzinich.com
60
WISDOMTREE DIGITAL MANAGEMENT, INC. — reported RAUM up 581% ($18.9M -> $129.0M). IAPD ↗institutional
$129.0M RAUM · 3 reps · 212-801-2080 · wisdomtree.com
60
BRIDGEPOINT LLC — reported RAUM up 1146% ($1.25B -> $15.55B). IAPD ↗fund
$15.55B RAUM · 18 reps · 212-324-5200 · bridgepoint.eu
60
26NORTH — reported RAUM up 87% ($13.96B -> $26.06B). IAPD ↗fund
$26.06B RAUM · 59 reps · 212-257-5220
60
US INNOVATIVE TECHNOLOGY CAPITAL MANAGEMENT, LLC — reported RAUM up 80% ($2.37B -> $4.26B). IAPD ↗fund
$4.26B RAUM · 11 reps · 312-948-9899 · usitfund.com
60
M3SIXTY CAPITAL, LLC — reported RAUM up 428% ($5.1M -> $26.8M). IAPD ↗institutional
$26.8M RAUM · 3 reps · 816-817-3267 · m3sixtycapital.com
60
NEOS PARTNERS, LP — reported RAUM up 186% ($1.06B -> $3.04B). IAPD ↗fund
$3.04B RAUM · 19 reps · 858-727-9690
60
OXFORD PARK MANAGEMENT, LLC — reported RAUM up 370% ($5.5M -> $25.9M). IAPD ↗institutional
$25.9M RAUM · 7 reps · 203-983-5275 · oxfordfunds.com
60
ENTROPY TECHNOLOGIES, LP — reported RAUM up 97% ($1.13B -> $2.22B). IAPD ↗fund
$2.22B RAUM · 2 reps · 646-706-5703
60
THE LINONIA PARTNERSHIP LP — reported RAUM up 218% ($1.03B -> $3.28B). IAPD ↗fund
$3.28B RAUM · 7 reps · (646) 989 4226 · linonia.com
60
DYNAMIC WEALTH GROUP — reported RAUM up 88% ($74.1M -> $138.9M). IAPD ↗institutional
$138.9M RAUM · 4 reps · 702-602-4007 · dynamicalphasolutions.com
60
BLACKSTONE PRIVATE CREDIT STRATEGIES LLC — reported RAUM up 102% ($14.03B -> $28.30B). IAPD ↗fund
$28.30B RAUM · 344 reps · 212-503-2100
60
CAZ INVESTMENTS REGISTERED ADVISER LLC — reported RAUM up 239% ($53.0M -> $179.9M). IAPD ↗institutional
$179.9M RAUM · 56 reps · 713-403-8250
60
MUZINICH DIRECT LENDING ADVISER, LLC — reported RAUM up 10108074% ($1,000 -> $101.1M). IAPD ↗institutional
$101.1M RAUM · 27 reps · 212-888-3413 · muzinich.com
60
FREESTONE GROVE PARTNERS LP — reported RAUM up 94% ($5.99B -> $11.63B). IAPD ↗fund
$11.63B RAUM · 75 reps · 4159074100 · fgrovep.com
60
MEKETA CAPITAL, LLC — reported RAUM up 35981% ($100,000 -> $36.1M). IAPD ↗institutional
$36.1M RAUM · 14 reps · 720-697-1010 · meketacapital.com
60
BANCREEK CAPITAL ADVISORS, LLC — reported RAUM up 4058% ($3.5M -> $146.5M). IAPD ↗institutional
$146.5M RAUM · 3 reps · 424-252-4813
60
JAIN GLOBAL LLC — reported RAUM up 228% ($5.91B -> $19.42B). IAPD ↗fund
$19.42B RAUM · 139 reps · 212-671-4011 · jainglobal.com
60
HYPATIA CAPITAL MANAGEMENT LLC — 's provisional registration is now fully approved. IAPD ↗institutional
$4.2M RAUM · 2 reps · 212-472-7500 · hypatiacapital.com
60
GEMCORP CAPITAL ADVISORS LLC — 's provisional registration is now fully approved. IAPD ↗institutional
$24.9M RAUM · 1 reps · 1-646-979-8494
60
SARMAYA PARTNERS, LLC — 's provisional registration is now fully approved. IAPD ↗institutional
$3.2M RAUM · 3 reps · 303-520-2419 · sarmayapartners.com
60
ICAPITAL FUND ADVISORS LLC — 's provisional registration is now fully approved. IAPD ↗institutional
$99.1M RAUM · 13 reps · 212-994-7402 · icapital.com
60
CASHMERE — 's provisional registration is now fully approved. IAPD ↗institutional
$15.1M RAUM · 5 reps · 310-904-9331
60
KING RIDGE CAPITAL LLC — 's provisional registration is now fully approved. IAPD ↗institutional
$1.0M RAUM · 2 reps · 617-797-2024 · kingridgecapital.com
60
BAYHUNT CAPITAL LLC — 's provisional registration is now fully approved. IAPD ↗institutional
$102.4M RAUM · 1 reps · 415-634-8897
60
IDIRECT PRIVATE CREDIT ADVISORS LLC — 's provisional registration is now fully approved. IAPD ↗institutional
$12.9M RAUM · 10 reps · 212-994-7400 · icapitalnetwork.com
60
SARDIS GROUP, LLC — 's provisional registration is now fully approved. IAPD ↗institutional
$198.3M RAUM · 3 reps · (404) 282-5552 · sardisgroup.com
60
1823 PARTNERS (US) LLC — 's provisional registration is now fully approved. IAPD ↗fund
$1.00B RAUM · 9 reps · 202-431-7882
59
MERK INVESTMENTS LLC — reported RAUM up 45% ($1.11B -> $1.62B). IAPD ↗institutional
$1.62B RAUM · 5 reps · 650-323-4341
59
ALGERT GLOBAL LLC — reported RAUM up 72% ($4.44B -> $7.64B). IAPD ↗fund
$7.64B RAUM · 9 reps · 415-675-7300 · algertglobal.com
59
CAPITAL Z PARTNERS MANAGEMENT, LLC — reported RAUM up 71% ($1.09B -> $1.85B). IAPD ↗fund
$1.85B RAUM · 3 reps · 212-965-2456 · capitalz.com
59
NAUTIC PARTNERS, LLC — reported RAUM up 70% ($7.83B -> $13.32B). IAPD ↗fund
$13.32B RAUM · 44 reps · 401-278-6770
59
USCF ADVISERS — reported RAUM up 59% ($261.6M -> $416.0M). IAPD ↗institutional
$416.0M RAUM · 6 reps · 510-522-9600 · uscfinvestments.com
59
STEEPROCK CAPITAL — reported RAUM up 46% ($1.46B -> $2.12B). IAPD ↗institutional
$2.12B RAUM · 9 reps · 212-218-5055 · steeprockcapital.com
59
CION ARES MANAGEMENT, LLC — reported RAUM up 45% ($4.69B -> $6.82B). IAPD ↗institutional
$6.82B RAUM · 5 reps · 212-418-4700 · aresmgmt.com
59
RUBRIC CAPITAL MANAGEMENT LP — reported RAUM up 72% ($4.13B -> $7.10B). IAPD ↗fund
$7.10B RAUM · 8 reps · 212-418-1888 · rubriccapital.com
59
SDC CAPITAL PARTNERS, LLC — reported RAUM up 71% ($4.50B -> $7.68B). IAPD ↗fund
$7.68B RAUM · 22 reps · 212-813-6700 · sdccapitalpartners.com
59
HULL STREET ENERGY — reported RAUM up 75% ($1.91B -> $3.34B). IAPD ↗fund
$3.34B RAUM · 20 reps · 410-685-7950 · hullstreetenergy.com
59
NORTH SQUARE INVESTMENTS, LLC — reported RAUM up 46% ($1.39B -> $2.02B). IAPD ↗institutional
$2.02B RAUM · 0 reps · 312-857-2160 · northsquareinvest.com
59
59 NORTH CAPITAL MANAGEMENT, LP — reported RAUM up 71% ($2.47B -> $4.22B). IAPD ↗fund
$4.22B RAUM · 5 reps · (713) 955-4809
59
KINGSWOOD CAPITAL MANAGEMENT, L.P. — reported RAUM up 75% ($1.69B -> $2.95B). IAPD ↗fund
$2.95B RAUM · 20 reps · 424-200-6600 · kingswood-capital.com
59
BSP CLO MANAGEMENT LLC — reported RAUM up 74% ($4.22B -> $7.36B). IAPD ↗fund
$7.36B RAUM · 115 reps · 212-588-6770 · benefitsreetpartners.com
59
PRIMARK ADVISORS, LLC — reported RAUM up 60% ($161.0M -> $257.5M). IAPD ↗institutional
$257.5M RAUM · 2 reps · 303-529-2200 · primarkcapital.com
59
COMVEST CREDIT ADVISORS, LLC — reported RAUM up 74% ($4.83B -> $8.41B). IAPD ↗fund
$8.41B RAUM · 101 reps · 561-727-2000
59
BASEPOINT ADVISORS LLC — reported RAUM up 71% ($1.35B -> $2.31B). IAPD ↗fund
$2.31B RAUM · 2 reps · 212-634-9900
59
AIP MANAGEMENT US — reported RAUM up 49% ($1.01B -> $1.51B). IAPD ↗institutional
$1.51B RAUM · 4 reps · 1 (929) 632-8605 · aipmanagement.dk
59
EAGLE POINT ENHANCED INCOME MANAGEMENT LLC — reported RAUM up 75% ($52.1M -> $91.1M). IAPD ↗institutional
$91.1M RAUM · 29 reps · 203-340-8500
58
CIFC INVESTMENT MANAGEMENT LLC — reported RAUM up 55% ($592.2M -> $915.0M). IAPD ↗institutional
$915.0M RAUM · 102 reps · 786-652-3250
58
TIAA-CREF TUITION FINANCING, INC. — reported RAUM up 41% ($43.09B -> $60.78B). IAPD ↗institutional
$60.78B RAUM · 3 reps · 212-916-4724
58
GREENSTONE PARTNERS, LLC — reported RAUM up 94% ($219.7M -> $426.3M). IAPD ↗fund
$426.3M RAUM · 3 reps · 415-298-6493 · greenstonepartners.com
58
GLAZER CAPITAL, LLC. — reported RAUM up 66% ($2.46B -> $4.08B). IAPD ↗fund
$4.08B RAUM · 17 reps · 212-808-7304 · glazercapital.com
58
STRATEGIC INCOME MANAGEMENT, LLC — reported RAUM up 43% ($1.92B -> $2.75B). IAPD ↗institutional
$2.75B RAUM · 3 reps · 206-971-3773 · sim-llc.com
58
INTERVEST CAPITAL PARTNERS LLC — reported RAUM up 51% ($512.1M -> $774.5M). IAPD ↗institutional
$774.5M RAUM · 21 reps · 212-377-0030
58
PHOENIX REALTY GROUP, LLC — reported RAUM up 84% ($147.9M -> $272.5M). IAPD ↗fund
$272.5M RAUM · 7 reps · 212-207-1999 · phoenixrg.com
58
DISCOVERY CAPITAL MANAGEMENT, LLC — reported RAUM up 68% ($2.55B -> $4.30B). IAPD ↗fund
$4.30B RAUM · 19 reps · 203-838-3188 · discoverycapitalmanagement.com
58
SAINTS CAPITAL — reported RAUM up 92% ($218.5M -> $419.9M). IAPD ↗fund
$419.9M RAUM · 2 reps · 415-773-2080
58
SIGHTLINE PARTNERS LLC — reported RAUM up 88% ($136.8M -> $257.2M). IAPD ↗fund
$257.2M RAUM · 4 reps · 952-641-0300 · sightlinepartners.com
58
SHORE CAPITAL PARTNERS — reported RAUM up 69% ($3.98B -> $6.75B). IAPD ↗fund
$6.75B RAUM · 62 reps · 312-348-7572 · shorecp.com
58
PACIFIC PRIVATE FUND ADVISORS LLC — reported RAUM up 66% ($5.69B -> $9.47B). IAPD ↗fund
$9.47B RAUM · 6 reps · (800) 800-7646
58
CENTEROAK ADVISER, L.P. — reported RAUM up 68% ($1.48B -> $2.49B). IAPD ↗fund
$2.49B RAUM · 16 reps · 214.301.4201
58
BAYARD ASSET MANAGEMENT LLC — reported RAUM up 205% ($103.0M -> $313.8M). IAPD ↗fund
$313.8M RAUM · 2 reps · 609-580-1457 · bayardasset.com
58
ANCOR CAPITAL PARTNERS — reported RAUM up 81% ($181.1M -> $328.0M). IAPD ↗fund
$328.0M RAUM · 8 reps · (817) 877-4458 · ancorcapital.com
58
NEXTGEN GROWTH PARTNERS, LLC — reported RAUM up 85% ($234.7M -> $433.4M). IAPD ↗fund
$433.4M RAUM · 5 reps · (312) 882-8998 · nextgengp.com
58
GOLDIRON GP LLC — reported RAUM up 99% ($132.5M -> $264.2M). IAPD ↗fund
$264.2M RAUM · 1 reps · 212-698-3113
58
ROG VI L.L.C. — reported RAUM up 103% ($224.1M -> $455.2M). IAPD ↗fund
$455.2M RAUM · 16 reps · 713-874-9000 · riverbendenergygroup.com
58
IDR INVESTMENT MANAGEMENT, LLC — reported RAUM up 69% ($5.05B -> $8.55B). IAPD ↗fund
$8.55B RAUM · 10 reps · (216) 264-8185 · idrinvestments.com
58
GENERAL EQUITY HOLDINGS LP — reported RAUM up 94% ($160.9M -> $311.8M). IAPD ↗fund
$311.8M RAUM · 1 reps · 646-813-9212
58
THAMES CAPITAL MANAGEMENT, LLC — reported RAUM up 97% ($231.4M -> $455.6M). IAPD ↗fund
$455.6M RAUM · 3 reps · 973-200-6725 · thamescapitalmanagement.com
58
ONCE CAPITAL MANAGEMENT, LLC — reported RAUM up 82% ($163.3M -> $296.7M). IAPD ↗fund
$296.7M RAUM · 4 reps · 646-867-0658 · oncecapital.com
58
AQUARIAN HOLDINGS MANAGEMENT LLC — reported RAUM up 68% ($1.02B -> $1.71B). IAPD ↗fund
$1.71B RAUM · 17 reps · 212-720-1000 · aquarianlp.com
58
CAPACUITY LLC — reported RAUM up 43% ($7.42B -> $10.60B). IAPD ↗institutional
$10.60B RAUM · 14 reps · (407) 949-6889 · capacuity.com
58
DRAGONFLY DIGITAL MANAGEMENT, LLC — reported RAUM up 68% ($2.47B -> $4.14B). IAPD ↗fund
$4.14B RAUM · 9 reps · 415-795-8868
58
OCEANSOUND PARTNERS, LP — reported RAUM up 70% ($2.65B -> $4.49B). IAPD ↗fund
$4.49B RAUM · 18 reps · 212-433-3050 · oceansoundpartners.com
58
CARR'S HILL PARTNERS — reported RAUM up 89% ($177.1M -> $335.2M). IAPD ↗fund
$335.2M RAUM · 6 reps · 504-332-0901
58
VETA INVESTMENT PARTNERS, LLC — reported RAUM up 43% ($3.15B -> $4.49B). IAPD ↗institutional
$4.49B RAUM · 2 reps · 646-630-3218 · vetainvestmentpartners.com
58
EDGE FOCUS CAPITAL MANAGEMENT, LLC — reported RAUM up 229% ($151.3M -> $497.8M). IAPD ↗fund
$497.8M RAUM · 4 reps · 312-725-8901 · edgefocuspartners.com
58
INCEPTIV — reported RAUM up 86% ($142.1M -> $264.5M). IAPD ↗fund
$264.5M RAUM · 7 reps · 424-363-0200
58
MIRI CAPITAL MANAGEMENT LLC — reported RAUM up 77% ($280.2M -> $494.7M). IAPD ↗fund
$494.7M RAUM · 4 reps · 617-938-3843 · miricapital.com
58
QUANTECH SOLUTION PARTNERS NORTH AMERICA INC. — reported RAUM up 50% ($197.1M -> $296.1M). IAPD ↗institutional
$296.1M RAUM · 2 reps · 2129184580
58
HAVELI INVESTMENT MANAGEMENT LLC — reported RAUM up 67% ($2.69B -> $4.50B). IAPD ↗fund
$4.50B RAUM · 33 reps · 512-987-7314
58
CYPRESS POINT INVESTMENT MANAGEMENT LP — reported RAUM up 267% ($77.4M -> $283.9M). IAPD ↗fund
$283.9M RAUM · 3 reps · 415-598-1040 · cypresspointlp.com
58
NEWVEST MANAGEMENT, LP — reported RAUM up 78% ($249.5M -> $445.3M). IAPD ↗fund
$445.3M RAUM · 7 reps · 646-300-4305 · newvest.com
58
SEMINAL FOOD AND NUTRITION INVESTMENTS, LLC — reported RAUM up 114% ($167.5M -> $358.4M). IAPD ↗fund
$358.4M RAUM · 5 reps · 267-778-4045 · semcap.com
58
6TH MAN VENTURES, LLC — reported RAUM up 134% ($160.7M -> $376.6M). IAPD ↗fund
$376.6M RAUM · 5 reps · 646-321-9580 · 6thman.ventures
58
TRM ADVISORS LP — reported RAUM up 76% ($166.0M -> $292.6M). IAPD ↗fund
$292.6M RAUM · 9 reps · 800-817-4152 · trmequity.com
58
APEX INVESTMENTS MANAGEMENT US, LLC — reported RAUM up 108% ($134.3M -> $279.5M). IAPD ↗fund
$279.5M RAUM · 3 reps · 305-222-7246 · apexcapitalpe.com
58
THEMES MANAGEMENT COMPANY LLC — reported RAUM up 66% ($35.1M -> $58.4M). IAPD ↗institutional
$58.4M RAUM · 3 reps · 6462061788 · themesetfs.com
58
22V ASSET MANAGEMENT — reported RAUM up 86% ($260.1M -> $483.7M). IAPD ↗fund
$483.7M RAUM · 5 reps · 917-224-2277 · 22vam.com
58
HATCH COVE CAPITAL, LLC — reported RAUM up 66% ($75.5M -> $125.4M). IAPD ↗institutional
$125.4M RAUM · 2 reps · 708-617-2410
58
NPPG PLAN PROFESSIONALS, LLC — reported RAUM up 43% ($3.18B -> $4.55B). IAPD ↗institutional
$4.55B RAUM · 2 reps · 732-758-1577 · nppg.com
58
OUTLANDER VC — reported RAUM up 112% ($161.3M -> $341.8M). IAPD ↗fund
$341.8M RAUM · 5 reps · 310-966-0654 · outlander.vc
58
BLUE OWL STRATEGIC EQUITY ADVISORS LLC — reported RAUM up 145% ($126.6M -> $310.1M). IAPD ↗fund
$310.1M RAUM · 210 reps · (212) 419-3000
58
CANAL ROAD CAPITAL, LLC — reported RAUM up 231% ($100.0M -> $331.0M). IAPD ↗fund
$331.0M RAUM · 9 reps · 305-488-6000 · canalroadgroup.com
58
C CUBED CAPITAL PARTNERS, LLC — reported RAUM up 137% ($187.5M -> $444.4M). IAPD ↗fund
$444.4M RAUM · 3 reps · 561-576-9145 · ccubedcapitalpartners.com
58
BIRNAM OAK ADVISORS, LP — reported RAUM up 120% ($169.5M -> $372.4M). IAPD ↗fund
$372.4M RAUM · 3 reps · 212-970-5800
58
CONTINUIM EQUITY PARTNERS, LP — reported RAUM up 108% ($167.3M -> $348.8M). IAPD ↗fund
$348.8M RAUM · 13 reps · 412-586-7651 · continuim.com
58
FORMAN CAPITAL, LLC — reported RAUM up 197% ($123.7M -> $368.1M). IAPD ↗fund
$368.1M RAUM · 11 reps · 561-588-0132 · formancap.com
58
GALLO PARTNERS LP — reported RAUM up 84% ($144.7M -> $266.2M). IAPD ↗fund
$266.2M RAUM · 4 reps · (862) 208-9533 · gallopartnerslp.com
58
CCS PARTNERS LLC — reported RAUM up 286% ($105.9M -> $409.2M). IAPD ↗fund
$409.2M RAUM · 6 reps · 212 224-9400 · ccs-partners.com
58
TALLVINE PARTNERS MANAGEMENT LP — reported RAUM up 88% ($250.0M -> $469.6M). IAPD ↗fund
$469.6M RAUM · 6 reps · 786-475-3890 · tallvinepartners.com
58
PERMIRA CREDIT LLC — reported RAUM up 132% ($183.2M -> $424.6M). IAPD ↗fund
$424.6M RAUM · 20 reps · 650-681-4701
58
CYPRESS POINT INVESTMENT MANAGEMENT LP — 's provisional registration is now fully approved. IAPD ↗fund
$283.9M RAUM · 3 reps · 415-598-1040 · cypresspointlp.com
58
FAIRVIEW ASSET MANAGEMENT LLC — 's provisional registration is now fully approved. IAPD ↗fund
$266.5M RAUM · 1 reps · 939-318-2556
58
ABF INVESTMENT MANAGEMENT, LLC — 's provisional registration is now fully approved. IAPD ↗fund
$253.2M RAUM · 8 reps · 786-564-2029 · gr-am.com
58
PAINSWICK CAPITAL MANAGEMENT LP — 's provisional registration is now fully approved. IAPD ↗fund
$511.1M RAUM · 3 reps · 212-644-5900 · painswickcapital.com
58
ELMIND CAPITAL LP — 's provisional registration is now fully approved. IAPD ↗fund
$374.8M RAUM · 1 reps · 650-796-6466
58
RITHM CAPITAL ADVISORS LLC — 's provisional registration is now fully approved. IAPD ↗fund
$274.1M RAUM · 10 reps · 212 850 7770
57
INVESCO CAPITAL MANAGEMENT LLC — reported RAUM up 36% ($545.53B -> $740.53B). IAPD ↗institutional
$740.53B RAUM · 38 reps · 800-983-0903
57
FOCUSPOINT SOLUTIONS, INC. — reported RAUM up 35% ($5.00B -> $6.78B). IAPD ↗institutional
$6.78B RAUM · 1 reps · 503-445-1957 · focuspointsolutions.com
57
TENEX CAPITAL MANAGEMENT, L.P. — reported RAUM up 62% ($2.92B -> $4.74B). IAPD ↗fund
$4.74B RAUM · 33 reps · 212-457-1138 · tenexcm.com
57
THE STERLING GROUP, L.P. — reported RAUM up 60% ($5.93B -> $9.51B). IAPD ↗fund
$9.51B RAUM · 70 reps · 713-877-8257 · sterling-group.com
57
KENSICO CAPITAL MANAGEMENT CORP. — reported RAUM up 62% ($3.72B -> $6.03B). IAPD ↗fund
$6.03B RAUM · 11 reps · 203-862-5800 · kensicocapital.com
57
NEXXUS HOLDINGS ADVISORS LLC — reported RAUM up 74% ($151.2M -> $263.1M). IAPD ↗fund
$263.1M RAUM · 3 reps · 805-880-4105
57
QUANTBOT TECHNOLOGIES, LP — reported RAUM up 65% ($2.93B -> $4.83B). IAPD ↗fund
$4.83B RAUM · 40 reps · 212-922-9624 · quantbot.com
57
SMARTLEAF ASSET MANAGEMENT LLC — reported RAUM up 37% ($2.69B -> $3.68B). IAPD ↗institutional
$3.68B RAUM · 4 reps · 857-366-9340 · smartleafam.com
57
CVC ADVISORS (U.S.) INC. — reported RAUM up 36% ($15.33B -> $20.92B). IAPD ↗institutional
$20.92B RAUM · 54 reps · +1 212-265-6222
57
BERYL CAPITAL MANAGEMENT, LLC — reported RAUM up 73% ($576.8M -> $995.9M). IAPD ↗fund
$995.9M RAUM · 2 reps · (917) 446-1561 · berylcap.com
57
SCHONFELD STRATEGIC ADVISORS LLC — reported RAUM up 61% ($91.16B -> $146.34B). IAPD ↗fund
$146.34B RAUM · 376 reps · 1 (646) 293-0000
57
BLUEROCK CREDIT FUND ADVISOR, LLC — reported RAUM up 63% ($108.9M -> $176.9M). IAPD ↗institutional
$176.9M RAUM · 14 reps · 212-843-1601
57
FNY INVESTMENT ADVISERS, LLC — reported RAUM up 63% ($1.89B -> $3.07B). IAPD ↗fund
$3.07B RAUM · 98 reps · (212) 848-0600 · firstny.com
57
BLUE OWL CREDIT PRIVATE FUND ADVISORS LLC — reported RAUM up 61% ($20.81B -> $33.60B). IAPD ↗fund
$33.60B RAUM · 210 reps · (212) 419-3000
57
INFINEDI PARTNERS, LP — reported RAUM up 70% ($249.7M -> $425.4M). IAPD ↗fund
$425.4M RAUM · 3 reps · 917-596-4593
57
BAIN CAPITAL INSURANCE SOLUTIONS, LP — reported RAUM up 62% ($1.86B -> $3.00B). IAPD ↗fund
$3.00B RAUM · 24 reps · 617-516-2318
57
MANE GLOBAL CAPITAL MANAGEMENT LP — reported RAUM up 64% ($2.05B -> $3.36B). IAPD ↗fund
$3.36B RAUM · 15 reps · (212) 970-8700
57
GULLANE CAPITAL, LLC — reported RAUM up 72% ($186.5M -> $320.9M). IAPD ↗fund
$320.9M RAUM · 1 reps · 901-766-1969 · gullanecapital-irm.investorflow.com
57
NEXTECH VENTURES (US) LLC — reported RAUM up 36% ($1.17B -> $1.59B). IAPD ↗institutional
$1.59B RAUM · 5 reps · (617) 807-0920 · nextech.us
57
BONDBLOXX — reported RAUM up 36% ($2.51B -> $3.43B). IAPD ↗institutional
$3.43B RAUM · 4 reps · 800-896-5089
57
SURGOCAP PARTNERS LP — reported RAUM up 61% ($2.99B -> $4.83B). IAPD ↗fund
$4.83B RAUM · 10 reps · 646-974-6340 · surgocap.com
57
26NORTH DIRECT LENDING — reported RAUM up 37% ($1.70B -> $2.34B). IAPD ↗institutional
$2.34B RAUM · 59 reps · 212-257-5220 · 26n.com
57
ARINI CAPITAL MANAGEMENT US LLC — reported RAUM up 38% ($11.03B -> $15.26B). IAPD ↗institutional
$15.26B RAUM · 7 reps · 332-225-4512
56
WATERMARK GROUP, INC. — reported RAUM up 60% ($2.57B -> $4.10B). IAPD ↗fund
$4.10B RAUM · 8 reps · (609) 683-8200 · watermarkgroup.com
56
HFR ASSET MANAGEMENT, L.L.C — reported RAUM up 60% ($3.21B -> $5.12B). IAPD ↗fund
$5.12B RAUM · 1 reps · 312-327-0430
56
MPC CAPITAL ADVISORS, LLC — reported RAUM up 31% ($15.36B -> $20.16B). IAPD ↗institutional
$20.16B RAUM · 6 reps · 212-683-6922 · mpccapitaladvisors.com
56
WEISS ASSET MANAGEMENT — reported RAUM up 60% ($6.72B -> $10.73B). IAPD ↗fund
$10.73B RAUM · 56 reps · 617-778-7780 · weissasset.com
56
LINDEN CAPITAL PARTNERS — reported RAUM up 58% ($7.95B -> $12.54B). IAPD ↗fund
$12.54B RAUM · 42 reps · 312-506-5600 · linden.com
56
NEW MOUNTAIN CAPITAL, LLC — reported RAUM up 57% ($27.29B -> $42.95B). IAPD ↗fund
$42.95B RAUM · 137 reps · 212-720-0300 · wikipedia.org
56
137 VENTURES MANAGEMENT, LLC — reported RAUM up 58% ($3.56B -> $5.63B). IAPD ↗fund
$5.63B RAUM · 8 reps · 415-513-5222
56
SPRUCE HOUSE INVESTMENT MANAGEMENT LLC — reported RAUM up 56% ($2.28B -> $3.55B). IAPD ↗fund
$3.55B RAUM · 5 reps · 646-442-6727 · sprucehousecapital.com
56
INTERVAL PARTNERS, L.P. — reported RAUM up 57% ($5.35B -> $8.42B). IAPD ↗fund
$8.42B RAUM · 24 reps · 646-412-6800
56
BIMINI ADVISORS, LLC — reported RAUM up 35% ($4.24B -> $5.72B). IAPD ↗institutional
$5.72B RAUM · 7 reps · 772-231-1400
56
QUINN OPPORTUNITY PARTNERS — reported RAUM up 57% ($1.03B -> $1.61B). IAPD ↗fund
$1.61B RAUM · 1 reps · 917-770-2705 · quinnopportunities.com
56
FIVE POINT ENERGY LLC — reported RAUM up 60% ($5.25B -> $8.40B). IAPD ↗fund
$8.40B RAUM · 9 reps · 713-351-0700 · fivepointenergy.com
56
GREENRIDGE GROWTH PARTNERS — reported RAUM up 66% ($265.7M -> $441.8M). IAPD ↗fund
$441.8M RAUM · 14 reps · 512-426-6919 · greenridgegrowth.com
56
BLACKSTONE CREDIT BDC ADVISORS LLC — reported RAUM up 33% ($63.92B -> $84.76B). IAPD ↗institutional
$84.76B RAUM · 344 reps · 212-503-2100 · soundcloud.com
56
MULTICOIN CAPITAL MANAGEMENT, LLC — reported RAUM up 56% ($3.81B -> $5.95B). IAPD ↗fund
$5.95B RAUM · 7 reps · 512-774-4000 · multicoin.capital
56
AVENTAIL CAPITAL GROUP, LP — reported RAUM up 59% ($1.78B -> $2.83B). IAPD ↗fund
$2.83B RAUM · 14 reps · 212-235-2770
56
HILL CITY CAPITAL LP — reported RAUM up 58% ($1.82B -> $2.87B). IAPD ↗fund
$2.87B RAUM · 5 reps · 617-702-7408 · hillcitycapital.com
56
HFR INVESTMENTS, LLC — reported RAUM up 60% ($3.21B -> $5.12B). IAPD ↗fund
$5.12B RAUM · 1 reps · 312-327-0430
56
ANOMALY CAPITAL MANAGEMENT, LP — reported RAUM up 56% ($4.01B -> $6.25B). IAPD ↗fund
$6.25B RAUM · 17 reps · 212-540-7900 · anomalycapital.com
56
FOURSIXTHREE CAPITAL LP — reported RAUM up 59% ($1.03B -> $1.63B). IAPD ↗fund
$1.63B RAUM · 9 reps · 646-805-5400 · 463cap.com
56
DARLINGTON PARTNERS CAPITAL MANAGEMENT, LP — reported RAUM up 56% ($2.16B -> $3.37B). IAPD ↗fund
$3.37B RAUM · 7 reps · (415) 464-4648 · darlington-partners.com
56
RENOVUS ASSOCIATES, LLC — reported RAUM up 57% ($1.54B -> $2.42B). IAPD ↗fund
$2.42B RAUM · 28 reps · 610-848-7700
56
A FIN MANAGEMENT LLC — reported RAUM up 60% ($3.00B -> $4.80B). IAPD ↗fund
$4.80B RAUM · 20 reps · 305-280-0680 · affinitypartners.com
56
GREENBELT CAPITAL PARTNERS — reported RAUM up 58% ($1.37B -> $2.17B). IAPD ↗fund
$2.17B RAUM · 12 reps · 512-362-6260 · greenbeltcapital.com
56
CACHE ADVISORS LLC — reported RAUM up 67% ($174.0M -> $290.6M). IAPD ↗fund
$290.6M RAUM · 4 reps · 6505331528 · usecache.com
56
SHERBROOKE PARK ADVISERS LLC — reported RAUM up 44% ($518.7M -> $748.3M). IAPD ↗institutional
$748.3M RAUM · 4 reps · 917-673-2128
56
LUMINT CORPORATION — reported RAUM up 40% ($534.2M -> $749.1M). IAPD ↗institutional
$749.1M RAUM · 4 reps · 857-222-8131 · lumint.com
56
CALVERT IMPACT ADVISORY SERVICES, LLC — reported RAUM up 57% ($111.3M -> $174.6M). IAPD ↗institutional
$174.6M RAUM · 8 reps · 1-800-248-0337 · calvertimpactcapital.org
56
KIAN CAPITAL PARTNERS, LLC — reported RAUM up 66% ($594.6M -> $985.9M). IAPD ↗fund
$985.9M RAUM · 14 reps · 704-943-2500
56
FOURTH SAIL CAPITAL US LP — reported RAUM up 57% ($1.51B -> $2.38B). IAPD ↗fund
$2.38B RAUM · 2 reps · 646-355-2764 · fourthsailcap.com
56
BRIGHAM ROYALTIES MANAGEMENT, LLC — reported RAUM up 67% ($187.1M -> $311.6M). IAPD ↗fund
$311.6M RAUM · 9 reps · 512-220-1235
55
GF INTERNATIONAL — crossed $1B in regulatory AUM ($575.8M -> $1.41B). IAPD ↗foreign
$1.41B RAUM · 4 reps · 852 3695 2808 · gffunds.com.hk
55
FOSUN ASSET MANAGEMENT LIMITED — crossed $1B in regulatory AUM ($783.5M -> $1.08B). IAPD ↗foreign
$1.08B RAUM · 11 reps · 852 2509 2873 · fosunam.com
55
VERGENT ASSET MANAGEMENT — crossed $1B in regulatory AUM ($790.1M -> $1.19B). IAPD ↗foreign
$1.19B RAUM · 10 reps · 44 203 535 8143 · vergent-am.cclgroup.com
55
GORDIAN CAPITAL JAPAN LIMITED — crossed $1B in regulatory AUM ($822.8M -> $1.26B). IAPD ↗foreign
$1.26B RAUM · 11 reps · +81 3-4520-2323
55
ISLANDBRIDGE CAPITAL LIMITED — crossed $1B in regulatory AUM ($943.2M -> $1.05B). IAPD ↗foreign
$1.05B RAUM · 13 reps · 44 20 3405 1040 · ib-capital.com
55
ACTUSRAYPARTNERS LIMITED — crossed $1B in regulatory AUM ($532.9M -> $1.17B). IAPD ↗foreign
$1.17B RAUM · 15 reps · 852 3698 9298
55
TANGENCY CAPITAL INVESTMENT ADVISORY LTD. — crossed $1B in regulatory AUM ($860.4M -> $2.06B). IAPD ↗foreign
$2.06B RAUM · 2 reps · 4412958478
55
PATRIA PRIVATE EQUITY (EUROPE) LIMITED — crossed $1B in regulatory AUM ($606.8M -> $6.94B). IAPD ↗foreign
$6.94B RAUM · 25 reps · +44 07880365824
55
GALILEI INVESTMENT OFFICE LLP — crossed $1B in regulatory AUM ($976.5M -> $1.07B). IAPD ↗foreign
$1.07B RAUM · 7 reps · 44 20 3848 5800 · galileiio.com
55
PRIME QUADRANT — crossed $1B in regulatory AUM ($354.9M -> $1.05B). IAPD ↗foreign
$1.05B RAUM · 4 reps · 212-365-7400
55
GUARDIAN PARTNERS INC. — crossed $1B in regulatory AUM ($388.2M -> $2.93B). IAPD ↗foreign
$2.93B RAUM · 32 reps · 416.840.8001 · guardiancapital.com
55
HARVEST MANAGEMENT, L.L.C. — crossed $500M in regulatory AUM ($396.2M -> $643.5M). IAPD ↗fund
$643.5M RAUM · 5 reps · 917-971-9021
55
OPALEYE MANAGEMENT INC. — crossed $500M in regulatory AUM ($432.5M -> $639.6M). IAPD ↗fund
$639.6M RAUM · 3 reps · 617-229-5085
55
WESTERN STANDARD, LLC — crossed $500M in regulatory AUM ($389.0M -> $564.9M). IAPD ↗fund
$564.9M RAUM · 6 reps · 310-929-4300 · westernstandardllc.com
55
BROADOAK ASSET MANAGEMENT, LLC — crossed $500M in regulatory AUM ($371.0M -> $595.4M). IAPD ↗fund
$595.4M RAUM · 9 reps · 301-358-2692 · broadoak.com
55
NEWPORT INVESTMENT MANAGEMENT, LLC — crossed $500M in regulatory AUM ($473.5M -> $582.6M). IAPD ↗fund
$582.6M RAUM · 12 reps · 312-724-7031
55
MEDINA VALUE PARTNERS, LLC — crossed $500M in regulatory AUM ($341.6M -> $511.6M). IAPD ↗fund
$511.6M RAUM · 3 reps · (310) 979-6900
55
STANLEY CAPITAL MANAGEMENT, LLC — crossed $500M in regulatory AUM ($454.7M -> $557.7M). IAPD ↗fund
$557.7M RAUM · 3 reps · 713-900-3200 · stanleycap.com
55
TRUMAN CAPITAL ADVISORS, LP — crossed $500M in regulatory AUM ($319.1M -> $531.8M). IAPD ↗fund
$531.8M RAUM · 15 reps · 914-730-7102
55
CORSAIR CAPITAL MANAGEMENT, L.P. — crossed $500M in regulatory AUM ($498.1M -> $643.5M). IAPD ↗fund
$643.5M RAUM · 2 reps · 212-949-3000 · corsaircap.com
55
MANIKAY PARTNERS — crossed $500M in regulatory AUM ($403.0M -> $501.8M). IAPD ↗fund
$501.8M RAUM · 3 reps · 212-588-6200 · manikaypartners.com
55
LIONSTONE CAPITAL MANAGEMENT LLC — crossed $500M in regulatory AUM ($485.2M -> $519.8M). IAPD ↗fund
$519.8M RAUM · 4 reps · 1-212-207-8001
55
BEACONLIGHT CAPITAL, LLC — crossed $500M in regulatory AUM ($365.3M -> $528.5M). IAPD ↗fund
$528.5M RAUM · 8 reps · 212-612-3130
55
NEW CAPITAL PARTNERS — crossed $500M in regulatory AUM ($355.3M -> $614.8M). IAPD ↗fund
$614.8M RAUM · 7 reps · 205-939-8400 · newcapitalpartners.com
55
GLOBAL FRONTIER INVESTMENTS, LLC — crossed $500M in regulatory AUM ($403.4M -> $516.4M). IAPD ↗fund
$516.4M RAUM · 2 reps · 415 402-0285
55
RIZVI TRAVERSE MANAGEMENT, LLC — crossed $500M in regulatory AUM ($294.6M -> $522.4M). IAPD ↗fund
$522.4M RAUM · 4 reps · 248-594-4751 · rizvitraverse.com
55
CID CAPITAL II, INC. — crossed $500M in regulatory AUM ($292.4M -> $564.0M). IAPD ↗fund
$564.0M RAUM · 10 reps · 317-818-5030 · cidcap.com
55
TROOB CAPITAL MANAGEMENT LLC — crossed $500M in regulatory AUM ($362.2M -> $513.1M). IAPD ↗fund
$513.1M RAUM · 6 reps · 914 694 5777 · troobcapital.com
55
STELAC CAPITAL PARTNERS LLC — crossed $500M in regulatory AUM ($463.7M -> $680.0M). IAPD ↗fund
$680.0M RAUM · 2 reps · 212-920-3890 · stelac.com
55
LODGE HILL CAPITAL, LLC — crossed $500M in regulatory AUM ($485.0M -> $650.0M). IAPD ↗fund
$650.0M RAUM · 3 reps · 212-714-7840
55
FAROL INVESTMENT ADVISERS LP — crossed $500M in regulatory AUM ($422.6M -> $592.4M). IAPD ↗fund
$592.4M RAUM · 5 reps · 646-722-2941
55
RINGS CAPITAL MANAGEMENT LLC — crossed $500M in regulatory AUM ($422.5M -> $537.6M). IAPD ↗fund
$537.6M RAUM · 2 reps · 773-654-3526
55
EUPHRATES ADVISORS — crossed $500M in regulatory AUM ($372.1M -> $551.0M). IAPD ↗fund
$551.0M RAUM · 3 reps · 202-507-6380 · euph.com
55
SEGRA CAPITAL MANAGEMENT, LLC — crossed $500M in regulatory AUM ($449.9M -> $532.6M). IAPD ↗fund
$532.6M RAUM · 3 reps · 561-890-9127
55
HUNTING HILL GLOBAL CAPITAL, LLC — crossed $500M in regulatory AUM ($481.7M -> $644.6M). IAPD ↗fund
$644.6M RAUM · 5 reps · 646-442-2790 · huntinghill.com
55
NAVIMED CAPITAL ADVISORS, LLC — crossed $500M in regulatory AUM ($474.7M -> $918.8M). IAPD ↗fund
$918.8M RAUM · 10 reps · (202) 817-2850 · navimed.com
55
NORTHLIGHT CAPITAL PARTNERS — crossed $500M in regulatory AUM ($463.7M -> $527.7M). IAPD ↗fund
$527.7M RAUM · 7 reps · 646-873-6547 · icx.efrontcloud.com
55
KHROM CAPITAL MANAGEMENT — crossed $500M in regulatory AUM ($389.6M -> $883.2M). IAPD ↗fund
$883.2M RAUM · 3 reps · 6464366643 · khromcapital.com
55
FIRST SENTIER INVESTORS (US) LLC — crossed $500M in regulatory AUM ($116.4M -> $922.1M). IAPD ↗fund
$922.1M RAUM · 20 reps · 212-497-9980 · firstsentierinvestors.com
55
LEP MANAGEMENT LLC — crossed $500M in regulatory AUM ($468.8M -> $525.3M). IAPD ↗fund
$525.3M RAUM · 11 reps · 801-961-1599
55
ALIGHT CAPITAL MANAGEMENT LP — crossed $500M in regulatory AUM ($495.7M -> $559.0M). IAPD ↗fund
$559.0M RAUM · 4 reps · 212-716-1316 · alightcapital.com
55
VENDERA MANAGEMENT HOLDINGS, LLC — crossed $500M in regulatory AUM ($389.9M -> $663.1M). IAPD ↗fund
$663.1M RAUM · 8 reps · 469-248-3079 · venderaresources.com
55
ENGLE CAPITAL MANAGEMENT, L.P. — crossed $500M in regulatory AUM ($489.4M -> $572.5M). IAPD ↗fund
$572.5M RAUM · 4 reps · 212-601-5590 · englecap.com
55
PARLIAMENT CAPITAL MANAGEMENT, LLC — crossed $500M in regulatory AUM ($318.4M -> $955.0M). IAPD ↗fund
$955.0M RAUM · 6 reps · (787) 200-9004 · parliamentcapital.com
55
MAVERICK REAL ESTATE PARTNERS LLC — crossed $500M in regulatory AUM ($474.5M -> $684.4M). IAPD ↗fund
$684.4M RAUM · 20 reps · 646-480-2084 · maverickrep.com
55
STONE-GOFF PARTNERS — crossed $500M in regulatory AUM ($497.9M -> $626.1M). IAPD ↗fund
$626.1M RAUM · 10 reps · 646-814-4546
55
PENDER CAPITAL MANAGEMENT, LLC — crossed $500M in regulatory AUM ($389.1M -> $505.8M). IAPD ↗fund
$505.8M RAUM · 13 reps · 214-988-9914
55
LWO LLC — crossed $500M in regulatory AUM ($278.6M -> $539.5M). IAPD ↗fund
$539.5M RAUM · 20 reps · 605-380-5347
55
ATW PARTNERS LLC — crossed $500M in regulatory AUM ($497.4M -> $581.1M). IAPD ↗fund
$581.1M RAUM · 8 reps · 646-975-5548
55
HPE CAPITAL MANAGEMENT II, LLC — crossed $500M in regulatory AUM ($455.7M -> $600.3M). IAPD ↗fund
$600.3M RAUM · 4 reps · 513-745-9200 · hauserprivateequity.com
55
FALL LINE CAPITAL, LLC — crossed $500M in regulatory AUM ($484.3M -> $518.0M). IAPD ↗fund
$518.0M RAUM · 9 reps · (650) 445 3312 · fall-line-capital.com
55
FORGE GLOBAL ADVISORS LLC — crossed $500M in regulatory AUM ($474.8M -> $988.4M). IAPD ↗fund
$988.4M RAUM · 1 reps · (415) 881-1612
55
MACQUARIE ASSET MANAGEMENT CREDIT ADVISERS US, LLC — crossed $500M in regulatory AUM ($450.0M -> $750.0M). IAPD ↗fund
$750.0M RAUM · 7 reps · 1 212 231-1000 · macquarie.com
55
CIBOLO ENERGY PARTNERS, LLC — crossed $500M in regulatory AUM ($478.6M -> $580.4M). IAPD ↗fund
$580.4M RAUM · 7 reps · 713-357-7570
55
CRESCENT COVE ADVISORS, LP — crossed $500M in regulatory AUM ($451.7M -> $629.6M). IAPD ↗fund
$629.6M RAUM · 3 reps · 415-800-2289
55
WARANA CAPITAL, LLC — crossed $500M in regulatory AUM ($454.4M -> $652.0M). IAPD ↗fund
$652.0M RAUM · 8 reps · (201) 803-2699 · waranacap.com
55
RIOT VENTURES MANAGEMENT, LLC — crossed $500M in regulatory AUM ($388.3M -> $615.0M). IAPD ↗fund
$615.0M RAUM · 4 reps · (310) 243-6433 · riot.vc
55
CCC ADVISORS, LLC — crossed $500M in regulatory AUM ($484.3M -> $625.2M). IAPD ↗fund
$625.2M RAUM · 11 reps · 512-412-3300 · cottoncreekcapital.com
55
BUILDGROUP MANAGEMENT — crossed $500M in regulatory AUM ($371.3M -> $537.0M). IAPD ↗fund
$537.0M RAUM · 3 reps · 917-268-4294
55
SW INVESTMENT MANAGEMENT LLC — crossed $500M in regulatory AUM ($438.4M -> $651.5M). IAPD ↗fund
$651.5M RAUM · 1 reps · 773-818-7873
55
PERISCOPE EQUITY LLC — crossed $500M in regulatory AUM ($436.3M -> $683.2M). IAPD ↗fund
$683.2M RAUM · 12 reps · 312-281-6205 · periscopeequity.com
55
MCGINTY ROAD PARTNERS, LP — crossed $500M in regulatory AUM ($480.7M -> $602.2M). IAPD ↗fund
$602.2M RAUM · 8 reps · (651) 294-4574 · mcgintyroad.com
55
BLUESHIFT ASSET MANAGEMENT — crossed $500M in regulatory AUM ($492.6M -> $529.0M). IAPD ↗fund
$529.0M RAUM · 10 reps · 732-450-8401
55
CITYMARK CAPITAL MANAGEMENT COMPANY LLC — crossed $500M in regulatory AUM ($463.2M -> $563.6M). IAPD ↗fund
$563.6M RAUM · 11 reps · (216) 453-8080
55
LINCHRIS CAPITAL MANAGEMENT, LLC — crossed $500M in regulatory AUM ($498.9M -> $528.3M). IAPD ↗fund
$528.3M RAUM · 5 reps · 781-826-8824 · linchriscaptialpartners.com
55
POETIC GROUP LLC — crossed $500M in regulatory AUM ($427.1M -> $604.5M). IAPD ↗fund
$604.5M RAUM · 5 reps · 646-793-4551 · poethillcap.com
55
ALTA FOX CAPITAL MANAGEMENT, LLC — crossed $500M in regulatory AUM ($437.9M -> $563.7M). IAPD ↗fund
$563.7M RAUM · 4 reps · 817-350-4230
55
BLUE SAGE SERVICES, L.P. — crossed $500M in regulatory AUM ($466.8M -> $991.2M). IAPD ↗fund
$991.2M RAUM · 12 reps · 512-536-1900 · bluesage.com
55
SPX CAPITAL MANAGEMENT LLC — crossed $500M in regulatory AUM ($359.7M -> $500.0M). IAPD ↗fund
$500.0M RAUM · 5 reps · (212) 386-5810
55
BH3 FUND ADVISORS, LLC — crossed $500M in regulatory AUM ($175.5M -> $526.1M). IAPD ↗fund
$526.1M RAUM · 11 reps · 954-416-3140 · bh-3.com
55
GLS CAPITAL, LLC — crossed $500M in regulatory AUM ($428.5M -> $507.6M). IAPD ↗fund
$507.6M RAUM · 7 reps · 312-900-0160
55
TOPLINE CAPITAL MANAGEMENT, LLC — crossed $500M in regulatory AUM ($375.0M -> $629.8M). IAPD ↗fund
$629.8M RAUM · 1 reps · 310-804-0737 · toplinecapital.com
55
SANDGLASS CAPITAL ADVISORS LLC — crossed $500M in regulatory AUM ($414.4M -> $669.4M). IAPD ↗fund
$669.4M RAUM · 15 reps · 646-780-1102 · sandglasscapital.com
55
THOMIST CAPITAL MANAGEMENT, LP — crossed $500M in regulatory AUM ($445.2M -> $534.0M). IAPD ↗fund
$534.0M RAUM · 9 reps · (832) 678-2412 · thomistcapital.com
55
AHOY CAPITAL — crossed $500M in regulatory AUM ($444.1M -> $503.0M). IAPD ↗fund
$503.0M RAUM · 2 reps · 650-384-9434 · ahoycap.com
55
EQUALITY ASSET MANAGEMENT — crossed $500M in regulatory AUM ($361.8M -> $519.4M). IAPD ↗fund
$519.4M RAUM · 9 reps · 617-420-1770 · equalityassetmanagement.com
55
SKY ISLAND CAPITAL — crossed $500M in regulatory AUM ($385.5M -> $723.0M). IAPD ↗fund
$723.0M RAUM · 10 reps · 469-965-9200
55
MEANINGFUL PARTNERS LLC — crossed $500M in regulatory AUM ($262.3M -> $517.9M). IAPD ↗fund
$517.9M RAUM · 6 reps · (214) 435-3877 · meaningfulpartners.com
55
TRP CAPITAL ADVISORS V, LLC — crossed $500M in regulatory AUM ($299.9M -> $637.0M). IAPD ↗fund
$637.0M RAUM · 9 reps · 248 648-2358
55
NORTHRIM ADVISER, LLC — crossed $500M in regulatory AUM ($261.0M -> $521.9M). IAPD ↗fund
$521.9M RAUM · 7 reps · 480-206-7683 · northrimhorizon.com
55
SER CAPITAL PARTNERS MANAGEMENT, LP — crossed $500M in regulatory AUM ($471.4M -> $676.8M). IAPD ↗fund
$676.8M RAUM · 10 reps · 415-873-1011 · sercapitalpartners.com
55
CATALUR CAPITAL MANAGEMENT, LP — crossed $500M in regulatory AUM ($455.3M -> $547.3M). IAPD ↗fund
$547.3M RAUM · 5 reps · 1 (212) 377-7414
55
ELEQUIN CAPITAL, LP — crossed $500M in regulatory AUM ($353.4M -> $880.6M). IAPD ↗fund
$880.6M RAUM · 11 reps · 929.226.2115 · elequincapital.com
55
COLLAB+CURRENCY MANAGEMENT, LLC — crossed $500M in regulatory AUM ($485.3M -> $552.7M). IAPD ↗fund
$552.7M RAUM · 8 reps · 914-226-0653
55
NORTH ISLAND VENTURES — crossed $500M in regulatory AUM ($400.9M -> $544.8M). IAPD ↗fund
$544.8M RAUM · 9 reps · 347-404-2298
55
TRI LOCUM PARTNERS LP — crossed $500M in regulatory AUM ($357.5M -> $752.9M). IAPD ↗fund
$752.9M RAUM · 6 reps · 332-232-7373
55
OFF THE CHAIN CAPITAL, LLC — crossed $500M in regulatory AUM ($204.3M -> $517.2M). IAPD ↗fund
$517.2M RAUM · 5 reps · 618-910-3560 · offthechain.capital
55
FRIENDS & FAMILY CAPITAL MANAGEMENT, LLC — crossed $500M in regulatory AUM ($335.1M -> $504.6M). IAPD ↗fund
$504.6M RAUM · 2 reps · 650-815-7042
55
SCIENTECH RESEARCH LLC — crossed $500M in regulatory AUM ($439.7M -> $776.0M). IAPD ↗fund
$776.0M RAUM · 4 reps · 201-292-3789
55
TURNSPIRE CAPITAL PARTNERS LLC — crossed $500M in regulatory AUM ($473.3M -> $504.4M). IAPD ↗fund
$504.4M RAUM · 7 reps · 646-558-1617
55
SANDLOT PARTNERS, LLC — crossed $500M in regulatory AUM ($457.7M -> $615.3M). IAPD ↗fund
$615.3M RAUM · 13 reps · 203-233-5797
55
ALTERNATIVE CAPITAL FUND MANAGEMENT LLC — crossed $500M in regulatory AUM ($393.7M -> $830.5M). IAPD ↗fund
$830.5M RAUM · 7 reps · 212-204-3516 · altcapinvestments.com
55
GFO ASSET MANAGEMENT, LLC — crossed $500M in regulatory AUM ($456.7M -> $643.1M). IAPD ↗fund
$643.1M RAUM · 1 reps · (203) 550-4233
55
CRG FUND MANAGER, LLC — crossed $500M in regulatory AUM ($473.4M -> $507.9M). IAPD ↗fund
$507.9M RAUM · 2 reps · 312-216-5624 · realcrg.com
55
SQUARE CIRCLE IA LP — crossed $500M in regulatory AUM ($388.5M -> $511.3M). IAPD ↗fund
$511.3M RAUM · 3 reps · 617-918-7057
55
FIFTH DOWN CAP LLC — crossed $500M in regulatory AUM ($401.9M -> $686.4M). IAPD ↗fund
$686.4M RAUM · 6 reps · 617-678-0260
55
DENALI GROWTH PARTNERS — crossed $500M in regulatory AUM ($312.7M -> $578.4M). IAPD ↗fund
$578.4M RAUM · 8 reps · 617-758-8673 · denaligrowth.com
55
GRANT AVENUE CAPITAL LLC — crossed $500M in regulatory AUM ($490.5M -> $623.0M). IAPD ↗fund
$623.0M RAUM · 11 reps · 212-294-8935 · grantave.com
55
CORAL TREE MANAGEMENT, LP — crossed $500M in regulatory AUM ($494.3M -> $509.6M). IAPD ↗fund
$509.6M RAUM · 7 reps · 424-268-9990 · coraltreelp.com
55
CPC MANAGEMENT, LLC — crossed $500M in regulatory AUM ($454.2M -> $511.1M). IAPD ↗fund
$511.1M RAUM · 20 reps · 816-756-2225 · cpc.llc
55
COMMUNITY US FUND MANAGEMENT, INC. — crossed $500M in regulatory AUM ($350.8M -> $557.6M). IAPD ↗fund
$557.6M RAUM · 3 reps · 646-734-8057
55
VICTOR CAPITAL PARTNERS — crossed $500M in regulatory AUM ($286.6M -> $513.2M). IAPD ↗fund
$513.2M RAUM · 9 reps · (212) 202-3340
55
BENCH WALK ADVISORS LLC — crossed $500M in regulatory AUM ($333.1M -> $627.3M). IAPD ↗fund
$627.3M RAUM · 13 reps · 561-448-4441
55
ENTRYPOINT CAPITAL, LLC — crossed $500M in regulatory AUM ($437.0M -> $578.0M). IAPD ↗fund
$578.0M RAUM · 5 reps · (646) 993-4864 · entrypointcap.com
55
METAURUS ADVISORS LLC — crossed $500M in regulatory AUM ($345.5M -> $953.7M). IAPD ↗fund
$953.7M RAUM · 5 reps · 201-683-7979
55
FLATIRON RR LLC, MANAGER SERIES — crossed $500M in regulatory AUM ($399.2M -> $798.6M). IAPD ↗fund
$798.6M RAUM · 19 reps · 212-576-7000
55
CUADRILLA CAPITAL, LLC — crossed $500M in regulatory AUM ($226.7M -> $625.0M). IAPD ↗fund
$625.0M RAUM · 8 reps · 818-835-0415 · cuadrillacapital.com
55
TRINITY INVESTORS FUND ADVISORS, LLC — crossed $500M in regulatory AUM ($492.2M -> $572.3M). IAPD ↗fund
$572.3M RAUM · 4 reps · 817-310-2900
55
HURRICANE CAPITAL ADVISORS LLC — crossed $500M in regulatory AUM ($415.2M -> $510.4M). IAPD ↗fund
$510.4M RAUM · 6 reps · 212-702-7101 · hurricanecapital.io
55
GOANNA CAPITAL MANAGEMENT LLC — crossed $500M in regulatory AUM ($370.4M -> $596.7M). IAPD ↗fund
$596.7M RAUM · 3 reps · 551-800-2775 · goannacapital.com
55
ARCHITECT CAPITAL CORP. — crossed $500M in regulatory AUM ($350.1M -> $510.8M). IAPD ↗fund
$510.8M RAUM · 6 reps · 650-769-7630 · architect.com
55
PONDERA HOLDINGS LLC — crossed $500M in regulatory AUM ($268.3M -> $595.0M). IAPD ↗fund
$595.0M RAUM · 4 reps · 312-930-9050 · ponderaholdings.com
55
ARVIN CAPITAL MANAGEMENT LP — crossed $500M in regulatory AUM ($472.0M -> $718.8M). IAPD ↗fund
$718.8M RAUM · 5 reps · 212-548-3950 · arvincap.com
55
HACK VC MANAGEMENT, LLC — crossed $500M in regulatory AUM ($419.7M -> $725.3M). IAPD ↗fund
$725.3M RAUM · 9 reps · 408-345-5807
55
TACORA CAPITAL MANAGEMENT, LP — crossed $500M in regulatory AUM ($343.3M -> $960.1M). IAPD ↗fund
$960.1M RAUM · 7 reps · 310-741-1070 · tacoracap.com
55
4X4 CAPITAL — crossed $500M in regulatory AUM ($316.1M -> $524.3M). IAPD ↗fund
$524.3M RAUM · 7 reps · 917-780-8035
55
RPD FUND MANAGEMENT LLC — crossed $500M in regulatory AUM ($471.9M -> $506.2M). IAPD ↗fund
$506.2M RAUM · 7 reps · 212-201-2650 · rpdfund.com
55
COMPASS GROUP EQUITY PARTNERS — crossed $500M in regulatory AUM ($421.3M -> $823.3M). IAPD ↗fund
$823.3M RAUM · 22 reps · 314-721-2800
55
ASTARA CAPITAL PARTNERS, L.P. — crossed $500M in regulatory AUM ($463.8M -> $657.6M). IAPD ↗fund
$657.6M RAUM · 16 reps · 917-331-7013 · astaracapital.com
55
GREY ROCK MANAGEMENT PARTNERS IV, LLC — crossed $500M in regulatory AUM ($384.5M -> $733.1M). IAPD ↗fund
$733.1M RAUM · 10 reps · 214-396-2850 · grey-rock.com
55
PROSPECT PARTNERS ADVISORS LLC — crossed $500M in regulatory AUM ($425.0M -> $608.0M). IAPD ↗fund
$608.0M RAUM · 9 reps · (312) 782-7400 · prospect-partners.com
55
L2 POINT MANAGEMENT LLC — crossed $500M in regulatory AUM ($411.2M -> $589.5M). IAPD ↗fund
$589.5M RAUM · 3 reps · (919) 452-0172 · l2-point.com
55
AMERICAN TRIPLE I, LLC — crossed $500M in regulatory AUM ($390.6M -> $829.2M). IAPD ↗fund
$829.2M RAUM · 8 reps · (917) 512-6599 · atipartners.com
55
GENERATE CAPITAL ADVISORS, PB LLC — crossed $500M in regulatory AUM ($100.0M -> $755.0M). IAPD ↗fund
$755.0M RAUM · 61 reps · 415-360-3063
55
SATOR GROVE MANAGEMENT COMPANY, LLC — crossed $500M in regulatory AUM ($448.3M -> $685.2M). IAPD ↗fund
$685.2M RAUM · 3 reps · 574-329-3054 · satorgrove.com
55
EIR PARTNERS CAPITAL, LLC — crossed $500M in regulatory AUM ($334.5M -> $594.8M). IAPD ↗fund
$594.8M RAUM · 8 reps · 317-281-7373 · eirpartners.com
55
GUARDIAN CAPITAL PARTNERS — crossed $500M in regulatory AUM ($464.3M -> $528.6M). IAPD ↗fund
$528.6M RAUM · 12 reps · 610-263-0100 · guardiancp.com
55
ARTIA GLOBAL PARTNERS LP — crossed $500M in regulatory AUM ($428.2M -> $628.3M). IAPD ↗fund
$628.3M RAUM · 2 reps · 305-710-1384
55
COMVEST CREDIT MANAGERS, LLC — crossed $500M in regulatory AUM ($18.3M -> $973.6M). IAPD ↗fund
$973.6M RAUM · 101 reps · (561) 727-2000 · comvest.com
55
SAGARD HOLDINGS MANAGER (US) LLC — crossed $500M in regulatory AUM ($340.0M -> $540.5M). IAPD ↗fund
$540.5M RAUM · 11 reps · 1-212-380-5605 · sagard.com
55
CCMP GROWTH, LP — crossed $500M in regulatory AUM ($423.1M -> $756.8M). IAPD ↗fund
$756.8M RAUM · 9 reps · (212) 600-9600 · ccmpgrowth.com
55
FIRST PRINCIPLES GROUP — crossed $500M in regulatory AUM ($340.2M -> $630.8M). IAPD ↗fund
$630.8M RAUM · 2 reps · 847-668-7950 · firstprinciples.group
55
CIRRUS REAL ESTATE PARTNERS — crossed $500M in regulatory AUM ($483.9M -> $819.1M). IAPD ↗fund
$819.1M RAUM · 10 reps · 212-385-4040 · cirrusrep.com
55
POLUS CAPITAL MANAGEMENT (US) INC. — crossed $500M in regulatory AUM ($400.0M -> $508.4M). IAPD ↗fund
$508.4M RAUM · 8 reps · 646-653-2389 · poluscapital.com
55
ESTUARY CAPITAL MANAGEMENT LP — crossed $500M in regulatory AUM ($418.2M -> $865.5M). IAPD ↗fund
$865.5M RAUM · 10 reps · 612-895-5515
55
THE QUARRY LP — crossed $500M in regulatory AUM ($462.4M -> $702.5M). IAPD ↗fund
$702.5M RAUM · 4 reps · 212-205-2600
55
ABRY PARTNERS III, LLC — crossed $500M in regulatory AUM ($202.3M -> $515.1M). IAPD ↗fund
$515.1M RAUM · 50 reps · (617) 859-2959 · abry.com
55
S2 FUND MANAGER, LLC — crossed $500M in regulatory AUM ($312.2M -> $792.3M). IAPD ↗fund
$792.3M RAUM · 14 reps · 214-377-2977 · s2cp.com
55
CAP91 PARTNERS MANAGEMENT LLC — crossed $500M in regulatory AUM ($454.8M -> $502.8M). IAPD ↗fund
$502.8M RAUM · 5 reps · 804-525-9249
55
STEMPOINT CAPITAL LP — crossed $500M in regulatory AUM ($440.9M -> $625.0M). IAPD ↗fund
$625.0M RAUM · 3 reps · (212) 540-4099 · stempointcapital.com
55
ORIGIN CREDIT ADVISERS, LLC — crossed $500M in regulatory AUM ($367.1M -> $605.5M). IAPD ↗fund
$605.5M RAUM · 4 reps · 720-902-8898 · origincreditadvisers.com
55
SNOWHAWK LP — crossed $500M in regulatory AUM ($419.3M -> $508.8M). IAPD ↗fund
$508.8M RAUM · 9 reps · 888-335-3137
55
CHRISTOPHER & CO., LLC — crossed $500M in regulatory AUM ($196.1M -> $652.8M). IAPD ↗fund
$652.8M RAUM · 3 reps · 512-785-9710 · astoconsumer.com
55
SYMBIOTIC CAPITAL — crossed $500M in regulatory AUM ($252.5M -> $839.4M). IAPD ↗fund
$839.4M RAUM · 5 reps · 424-313-1550 · symbioticcapital.com
55
BANNER CAPITAL MANAGEMENT, LLC — crossed $500M in regulatory AUM ($415.5M -> $522.5M). IAPD ↗fund
$522.5M RAUM · 5 reps · 801-290-3333
55
ROC360 ADVISORS LLC — crossed $500M in regulatory AUM ($495.8M -> $907.0M). IAPD ↗fund
$907.0M RAUM · 41 reps · 212-607-8333
55
OTRO CAPITAL — crossed $500M in regulatory AUM ($276.9M -> $839.4M). IAPD ↗fund
$839.4M RAUM · 8 reps · 1-212-235-7056 · otrocapital.com
55
PINE VALLEY CAPITAL PARTNERS LLC — crossed $500M in regulatory AUM ($238.1M -> $535.0M). IAPD ↗fund
$535.0M RAUM · 6 reps · 737-497-3710 · pvcapitalpartners.com
55
AVANT MANAGEMENT LLC — crossed $500M in regulatory AUM ($331.6M -> $852.2M). IAPD ↗fund
$852.2M RAUM · 8 reps · 720-746-5053
55
ONE FUNDS, LLC — crossed $500M in regulatory AUM ($350.4M -> $507.2M). IAPD ↗fund
$507.2M RAUM · 6 reps · 719-445-5050
55
AVATHON CAPITAL MANAGEMENT LP — crossed $500M in regulatory AUM ($499.5M -> $511.5M). IAPD ↗fund
$511.5M RAUM · 7 reps · 312-788-8495 · avathoncapital.com
55
FIVESPAN PARTNERS, LP — crossed $500M in regulatory AUM ($489.6M -> $628.7M). IAPD ↗fund
$628.7M RAUM · 5 reps · (415) 318-7900
55
LORD ABBETT PRIVATE CREDIT ADVISOR LLC — crossed $500M in regulatory AUM ($320.2M -> $844.7M). IAPD ↗fund
$844.7M RAUM · 188 reps · 201-827-2000 · lordabbett.com
55
PIPER SANDLER & CO. — reported RAUM up 26% ($1.58B -> $1.99B). IAPD ↗institutional
$1.99B RAUM · 21 reps · 612-303-6000 · pipersandler.com
55
BAXTER CAPITAL MANAGEMENT INC — reported RAUM up 27% ($2.34B -> $2.98B). IAPD ↗institutional
$2.98B RAUM · 3 reps · 317-706-0041
55
ORRELL CAPITAL MANAGEMENT — reported RAUM up 77% ($51.3M -> $90.9M). IAPD ↗fund
$90.9M RAUM · 1 reps · 925-455-0802 · ocmgoldfund.com
55
MKP CAPITAL MANAGEMENT, L.L.C. — reported RAUM up 55% ($6.40B -> $9.92B). IAPD ↗fund
$9.92B RAUM · 23 reps · 212-303-7100 · mkpcap.com
55
GEODE CAPITAL MANAGEMENT, LLC — reported RAUM up 30% ($1062.80B -> $1376.50B). IAPD ↗institutional
$1376.50B RAUM · 35 reps · 1-800-777-6757
55
INTECH — reported RAUM up 52% ($8.80B -> $13.37B). IAPD ↗fund
$13.37B RAUM · 13 reps · (561) 775-1100
55
APOLLO INVESTMENT MANAGEMENT, L.P. — reported RAUM up 28% ($2.50B -> $3.19B). IAPD ↗institutional
$3.19B RAUM · 842 reps · 212-515-3200 · apollo.com
55
CATALYST CAPITAL ADVISORS LLC — reported RAUM up 28% ($7.91B -> $10.13B). IAPD ↗institutional
$10.13B RAUM · 8 reps · 787-334-1781 · catalystmf.com
55
APPLIED FINANCE ADVISORS, LLC — reported RAUM up 27% ($1.30B -> $1.65B). IAPD ↗institutional
$1.65B RAUM · 4 reps · 210-204-7479 · appliedfinancefunds.com
55
GLOBAL X MANAGEMENT COMPANY LLC — reported RAUM up 27% ($43.81B -> $55.75B). IAPD ↗institutional
$55.75B RAUM · 37 reps · 212-644-6440 · globalxetfs.com
55
DESTRA CAPITAL ADVISORS LLC — reported RAUM up 38% ($299.5M -> $414.2M). IAPD ↗institutional
$414.2M RAUM · 13 reps · 877-855-3434 · destracapital.com
55
SHAMROCK CAPITAL ADVISORS, LLC — reported RAUM up 53% ($4.34B -> $6.62B). IAPD ↗fund
$6.62B RAUM · 45 reps · 310-974-6600 · shamrockcap.com
55
FRONTENAC — reported RAUM up 52% ($1.45B -> $2.20B). IAPD ↗fund
$2.20B RAUM · 22 reps · 312-759-7345 · frontenac.com
55
FIGURE INVESTMENT ADVISORS, LLC — reported RAUM up 92% ($70.8M -> $135.7M). IAPD ↗fund
$135.7M RAUM · 2 reps · 628-236-5851 · figuremarkets.com
55
VALOR EQUITY PARTNERS — reported RAUM up 53% ($16.99B -> $26.08B). IAPD ↗fund
$26.08B RAUM · 70 reps · 312-683-1900
55
LEVEL EQUITY — reported RAUM up 52% ($3.49B -> $5.28B). IAPD ↗fund
$5.28B RAUM · 44 reps · 212-660-2470 · levelequity.com
55
EQT PARTNERS INC. — reported RAUM up 29% ($26.05B -> $33.59B). IAPD ↗institutional
$33.59B RAUM · 85 reps · 917 281 0850
55
GRAHAM CAPITAL MANAGEMENT, L.P. — reported RAUM up 53% ($18.64B -> $28.54B). IAPD ↗fund
$28.54B RAUM · 98 reps · 203-899-3400 · grahamcapital.com
55
SEAF — reported RAUM up 79% ($111.8M -> $200.1M). IAPD ↗fund
$200.1M RAUM · 40 reps · 202-450-1630 · seaf.com
55
BOARDMAN BAY CAPITAL MANAGEMENT LLC — reported RAUM up 163% ($62.2M -> $163.7M). IAPD ↗fund
$163.7M RAUM · 3 reps · 646-358-4181 · boardmanbay.com
55
EDGESTREAM PARTNERS, L.P. — reported RAUM up 54% ($2.18B -> $3.37B). IAPD ↗fund
$3.37B RAUM · 13 reps · 609-681-2200 · edgestreamlp.com
55
AUA PRIVATE EQUITY PARTNERS, LLC — reported RAUM up 60% ($552.5M -> $884.7M). IAPD ↗fund
$884.7M RAUM · 11 reps · 561-851-9500 · auaequity.com
55
PRETIUM RESIDENTIAL CREDIT MANAGEMENT, LLC — reported RAUM up 52% ($15.29B -> $23.23B). IAPD ↗fund
$23.23B RAUM · 33 reps · 212-257-5757
55
STELLEX CAPITAL — reported RAUM up 54% ($3.23B -> $4.98B). IAPD ↗fund
$4.98B RAUM · 33 reps · 212-710-2323 · stellexcapitalmanagement.com
55
COMMUNITY DEVELOPMENT FUND ADVISORS, LLC — reported RAUM up 54% ($133.9M -> $206.1M). IAPD ↗institutional
$206.1M RAUM · 2 reps · 305-663-0100 · communitydevelopmentfund.com
55
PENCE CAPITAL MANAGEMENT, LLC — reported RAUM up 26% ($1.08B -> $1.36B). IAPD ↗institutional
$1.36B RAUM · 12 reps · 949-660-8777
55
BUTTERFLY EQUITY LP — reported RAUM up 52% ($4.05B -> $6.14B). IAPD ↗fund
$6.14B RAUM · 24 reps · 310-409-4994 · bfly.com
55
CNL STRATEGIC CAPITAL MANAGEMENT, LLC — reported RAUM up 27% ($1.01B -> $1.29B). IAPD ↗institutional
$1.29B RAUM · 3 reps · 407-650-1000
55
INNOVATOR CAPITAL MANAGEMENT, LLC — reported RAUM up 28% ($17.43B -> $22.28B). IAPD ↗institutional
$22.28B RAUM · 6 reps · 800-208-5212
55
MAIN MANAGEMENT ETF ADVISORS, LLC — reported RAUM up 29% ($1.72B -> $2.22B). IAPD ↗institutional
$2.22B RAUM · 20 reps · 415-217-5800 · mainmgtetfs.com
55
COVE HILL PARTNERS, L.P. — reported RAUM up 54% ($3.13B -> $4.81B). IAPD ↗fund
$4.81B RAUM · 30 reps · 857-245-6060 · covehillpartners.com
55
LEVINE LEICHTMAN STRATEGIC CAPITAL, LLC — reported RAUM up 27% ($1.01B -> $1.29B). IAPD ↗institutional
$1.29B RAUM · 46 reps · 310-237-7594
55
ISLET MANAGEMENT, LP — reported RAUM up 211% ($28.8M -> $89.6M). IAPD ↗fund
$89.6M RAUM · 5 reps · 212-381-1990 · isletcapital.com
55
BRIDGEFRONT CAPITAL, LLC — reported RAUM up 39% ($266.5M -> $370.2M). IAPD ↗institutional
$370.2M RAUM · 4 reps · 512-623-7700 · bridgefront.capital
55
ELECTRIC CAPITAL PARTNERS, LLC — reported RAUM up 52% ($2.07B -> $3.14B). IAPD ↗fund
$3.14B RAUM · 14 reps · (650) 420-5055
55
ADAR1 CAPITAL MANAGEMENT, LLC — reported RAUM up 61% ($507.8M -> $819.9M). IAPD ↗fund
$819.9M RAUM · 6 reps · 512-254-3790
55
SMASH VENTURES MANAGEMENT COMPANY LP — reported RAUM up 51% ($1.65B -> $2.50B). IAPD ↗fund
$2.50B RAUM · 14 reps · 310-365-8809
55
WOODLINE PARTNERS LP — reported RAUM up 51% ($15.02B -> $22.74B). IAPD ↗fund
$22.74B RAUM · 44 reps · 415-801-4550
55
CATALYST INTERNATIONAL ADVISORS LLC — reported RAUM up 381% ($9.3M -> $44.7M). IAPD ↗fund
$44.7M RAUM · 7 reps · 787-334-1781 · catalystucits.com
55
SUMMIT HOUSE CAPITAL MANAGEMENT, LLC — reported RAUM up 62% ($235.8M -> $381.8M). IAPD ↗fund
$381.8M RAUM · 5 reps · (214) 227-7792 · summithousecapital.com
55
CARTENNA CAPITAL — reported RAUM up 54% ($1.07B -> $1.65B). IAPD ↗fund
$1.65B RAUM · 6 reps · 475 477 2003 · cartennacapital.com
55
DILATION CAPITAL MANAGEMENT LP — reported RAUM up 162% ($43.2M -> $113.2M). IAPD ↗fund
$113.2M RAUM · 3 reps · 212-757-7508
55
FERNBRIDGE CAPITAL MANAGEMENT LP — reported RAUM up 54% ($1.25B -> $1.92B). IAPD ↗fund
$1.92B RAUM · 7 reps · 424-427-4850
55
CATALIO CAPITAL MANAGEMENT, LP — reported RAUM up 52% ($1.10B -> $1.67B). IAPD ↗fund
$1.67B RAUM · 17 reps · 410-989-6168
55
INFRARED CAPITAL PARTNERS (US) LLC — reported RAUM up 27% ($1.75B -> $2.23B). IAPD ↗institutional
$2.23B RAUM · 15 reps · 1-212-297-2650
55
MAC ALPHA CAPITAL MANAGEMENT, LP — reported RAUM up 82% ($107.4M -> $195.6M). IAPD ↗fund
$195.6M RAUM · 4 reps · 813-556-9704 · macalphacapital.com
55
PATIENT SQUARE CAPITAL, LP — reported RAUM up 52% ($7.88B -> $12.00B). IAPD ↗fund
$12.00B RAUM · 40 reps · (650) 677-8100 · patientsquarecapital.com
55
COMMONWEALTH CREDIT ADVISORS, LLC — reported RAUM up 55% ($1.20B -> $1.86B). IAPD ↗fund
$1.86B RAUM · 101 reps · 561-727-2000
55
EFG ASSET MANAGEMENT (NORTH AMERICA) CORP — reported RAUM up 40% ($533.0M -> $743.8M). IAPD ↗institutional
$743.8M RAUM · 4 reps · 503-889-5210
55
5TH CENTURY PARTNERS — reported RAUM up 65% ($241.7M -> $397.9M). IAPD ↗fund
$397.9M RAUM · 12 reps · 312-242-0071
55
X CUBED CAPITAL MANAGEMENT LLC — reported RAUM up 61% ($159.6M -> $257.0M). IAPD ↗fund
$257.0M RAUM · 5 reps · 612-457-0070 · x3cmllc.com
55
ALTERNA EQUITY PARTNERS MANAGEMENT LLC — reported RAUM up 60% ($170.7M -> $273.9M). IAPD ↗fund
$273.9M RAUM · 1 reps · 954-703-2020 · alternaequitypartners.com
55
AACP INVESTMENTS, LLC — reported RAUM up 251% ($68.3M -> $239.6M). IAPD ↗fund
$239.6M RAUM · 3 reps · 929-626-8036
55
EMBASSY ASSET MANAGEMENT LP — reported RAUM up 63% ($261.6M -> $426.7M). IAPD ↗fund
$426.7M RAUM · 0 reps · 862.278.2113 · embassyfunds.com
55
FOREST ROAD ASSET MANAGEMENT LLC — reported RAUM up 586% ($25.3M -> $173.5M). IAPD ↗fund
$173.5M RAUM · 12 reps · 302-265-0167
55
BITWISE INVESTMENT MANAGER, LLC — reported RAUM up 82% ($37.2M -> $67.8M). IAPD ↗fund
$67.8M RAUM · 7 reps · 415-707-3663 · bwebetf.com
55
LIGHTSPEED FACTION — reported RAUM up 61% ($288.9M -> $465.7M). IAPD ↗fund
$465.7M RAUM · 6 reps · 408-239-9940
55
PROSSER CREEK ASSET MANAGEMENT LLC — reported RAUM up 231% ($41.1M -> $136.3M). IAPD ↗fund
$136.3M RAUM · 1 reps · 415-294-3507
55
GRAFTON STREET PARTNERS — reported RAUM up 62% ($529.3M -> $856.6M). IAPD ↗fund
$856.6M RAUM · 5 reps · 631-553-9278 · graftonstreetpartners.com
55
SCULPTOR ADVISORS LLC — reported RAUM up 38% ($579.0M -> $796.5M). IAPD ↗institutional
$796.5M RAUM · 106 reps · 212-790-0000
55
DOMA PERPETUAL CAPITAL MANAGEMENT LLC — reported RAUM up 102% ($106.8M -> $215.5M). IAPD ↗fund
$215.5M RAUM · 4 reps · 305-549-5081 · domaperpetual.com
55
EOC PARTNERS ADVISORS L.P. — reported RAUM up 53% ($1.01B -> $1.54B). IAPD ↗fund
$1.54B RAUM · 6 reps · 713-828-0482 · eocpartners.com
55
DECAGON ASSET MANAGEMENT (US) LP — reported RAUM up 38% ($220.9M -> $304.3M). IAPD ↗institutional
$304.3M RAUM · 1 reps · 646-485-6430 · decagonam.com
55
FCA PARTNERS, LLC — reported RAUM up 40% ($530.0M -> $741.2M). IAPD ↗institutional
$741.2M RAUM · 6 reps · 704-972-2684 · fcapartners.com
55
AEREF MANAGEMENT, LLC — reported RAUM up 350% ($25.8M -> $116.0M). IAPD ↗fund
$116.0M RAUM · 20 reps · (212) 721-5500
55
PILGRIM GLOBAL ADVISORS LLC — reported RAUM up 63% ($585.0M -> $951.9M). IAPD ↗fund
$951.9M RAUM · 3 reps · (775) 301-3963
55
LYNWOOD PRICE CAPITAL MANAGEMENT LP — reported RAUM up 445% ($36.0M -> $196.4M). IAPD ↗fund
$196.4M RAUM · 2 reps · 512-521-0075
55
FEG CURIO INVESTMENT PARTNERS, LLC — reported RAUM up 930% ($14.5M -> $148.9M). IAPD ↗fund
$148.9M RAUM · 6 reps · 513-977-4400 · feg.com
55
EQUITABLE PROSPERITY MANAGER LLC — reported RAUM up 62% ($173.5M -> $281.0M). IAPD ↗fund
$281.0M RAUM · 8 reps · 703-647-2300
55
VESTAL POINT CAPITAL, LP — reported RAUM up 52% ($1.84B -> $2.79B). IAPD ↗fund
$2.79B RAUM · 7 reps · 646-989-4000 · vestalpoint.com
55
BARRETT UPTON CAPITAL PARTNERS — reported RAUM up 93% ($49.8M -> $96.2M). IAPD ↗fund
$96.2M RAUM · 5 reps · 8477520292 · barrettupton.com
55
1 ROUNDTABLE PARTNERS LLC — reported RAUM up 262% ($28.5M -> $103.2M). IAPD ↗fund
$103.2M RAUM · 12 reps · (917)648-5689 · 1rtfund.com
55
TOTEM MACRO ASSET MANAGEMENT LP — reported RAUM up 375% ($29.9M -> $142.1M). IAPD ↗fund
$142.1M RAUM · 4 reps · 917-364-2884
55
CHARTER OAK ADVISORS LP — reported RAUM up 62% ($225.7M -> $365.0M). IAPD ↗fund
$365.0M RAUM · 5 reps · 212-404-2500 · charteroakadvisors.com
55
SETPOINT CAPITAL — reported RAUM up 61% ($299.9M -> $483.5M). IAPD ↗fund
$483.5M RAUM · 11 reps · 512-240-2513 · setpointcapital.com
55
LYKOS GLOBAL MANAGEMENT, LP — reported RAUM up 62% ($500.0M -> $810.0M). IAPD ↗fund
$810.0M RAUM · 5 reps · 203-902-4008 · lykosglobal.com
55
ISHARA INVESTMENTS LP — reported RAUM up 261% ($28.0M -> $101.0M). IAPD ↗fund
$101.0M RAUM · 2 reps · 818-983-4448 · isharainvestments.com
55
PROSSER CREEK ASSET MANAGEMENT LLC — 's provisional registration is now fully approved. IAPD ↗fund
$136.3M RAUM · 1 reps · 415-294-3507
55
GENERAL INNOVATION CAPITAL, LLC — 's provisional registration is now fully approved. IAPD ↗fund
$200.0M RAUM · 6 reps · 917-816-1744
55
ISHARA INVESTMENTS LP — 's provisional registration is now fully approved. IAPD ↗fund
$101.0M RAUM · 2 reps · 818-983-4448 · isharainvestments.com
55
NEW CATALYST — 's provisional registration is now fully approved. IAPD ↗fund
$185.0M RAUM · 7 reps · 202-240-8775 · newcatalystsp.com
55
KARL KAPITAL — 's provisional registration is now fully approved. IAPD ↗fund
$179.4M RAUM · 5 reps · (415) 503-5712
55
CIFC PRIVATE CREDIT MANAGEMENT LLC — 's provisional registration is now fully approved. IAPD ↗fund
$131.0M RAUM · 102 reps · 786-652-3250 · cifc.com
54
LINDEN ADVISORS LP — reported RAUM up 45% ($18.76B -> $27.30B). IAPD ↗fund
$27.30B RAUM · 24 reps · 646-840-3500 · lindenlp.com
54
CONTOUR ASSET MANAGEMENT LLC — reported RAUM up 45% ($4.76B -> $6.91B). IAPD ↗fund
$6.91B RAUM · 8 reps · 646-553-2490 · contourasset.com
54
ROCKLAND CAPITAL, LP — reported RAUM up 47% ($1.82B -> $2.68B). IAPD ↗fund
$2.68B RAUM · 12 reps · 281-863-9000 · rocklandcapital.com
54
FRAZIER HEALTHCARE PARTNERS — reported RAUM up 46% ($5.20B -> $7.62B). IAPD ↗fund
$7.62B RAUM · 69 reps · 206-621-7200 · frazierhealthcare.com
54
400 CAPITAL MANAGEMENT LLC — reported RAUM up 45% ($7.12B -> $10.36B). IAPD ↗fund
$10.36B RAUM · 26 reps · (212) 612-3101 · 400capital.com
54
WALLEYE CAPITAL LLC — reported RAUM up 49% ($31.70B -> $47.29B). IAPD ↗fund
$47.29B RAUM · 147 reps · 952-345-5200 · walleyecapital.com
54
THRIVE CAPITAL — reported RAUM up 50% ($15.57B -> $23.30B). IAPD ↗fund
$23.30B RAUM · 31 reps · (646) 680-0240
54
SELKIRK MANAGEMENT, LLC — reported RAUM up 55% ($199.0M -> $309.2M). IAPD ↗fund
$309.2M RAUM · 3 reps · 973-701-6172 · selkirkpartners.com
54
WALKER & DUNLOP INVESTMENT PARTNERS, INC. — reported RAUM up 49% ($1.57B -> $2.34B). IAPD ↗fund
$2.34B RAUM · 39 reps · 303-802-3533 · wdinvestmentpartners.com
54
REDBIRD CAPITAL PARTNERS MANAGEMENT LLC — reported RAUM up 46% ($8.26B -> $12.10B). IAPD ↗fund
$12.10B RAUM · 64 reps · 212-235-1000 · redbirdcap.com
54
BLUE OWL CREDIT ADVISORS LLC — reported RAUM up 47% ($38.80B -> $57.08B). IAPD ↗fund
$57.08B RAUM · 210 reps · (212) 419-3000 · blueowl.com
54
ORIBEL CAPITAL MANAGEMENT, LP — reported RAUM up 45% ($1.20B -> $1.75B). IAPD ↗fund
$1.75B RAUM · 5 reps · 646-779-6270 · oribelcap.com
54
COALESCENCE PARTNERS INVESTMENT MANAGEMENT LP — reported RAUM up 58% ($206.4M -> $326.6M). IAPD ↗fund
$326.6M RAUM · 8 reps · 212-603-9860 · cp-im.com
54
BASIN OIL AND GAS MANAGEMENT, LP — reported RAUM up 55% ($310.6M -> $482.4M). IAPD ↗fund
$482.4M RAUM · 8 reps · (817) 820-8910 · basinfunds.com
54
AQUARIAN HOLDINGS INVESTMENT MANAGEMENT LLC — reported RAUM up 47% ($14.05B -> $20.69B). IAPD ↗fund
$20.69B RAUM · 34 reps · 212-720-1000
54
PROSPECT RIDGE — reported RAUM up 49% ($3.64B -> $5.43B). IAPD ↗fund
$5.43B RAUM · 40 reps · 415-393-5316 · prospectridge.com
54
GARNETT STATION PARTNERS — reported RAUM up 48% ($2.32B -> $3.44B). IAPD ↗fund
$3.44B RAUM · 22 reps · (917) 671-9731 · garnettstation.com
54
BWCP, LP — reported RAUM up 55% ($516.0M -> $801.6M). IAPD ↗fund
$801.6M RAUM · 7 reps · 214-238-5792 · bwcpfund.com
54
CARRONADE CAPITAL MANAGEMENT, LP — reported RAUM up 48% ($2.02B -> $2.99B). IAPD ↗fund
$2.99B RAUM · 7 reps · 203- 485-0880
54
LONG WALK MANAGEMENT LP — reported RAUM up 58% ($237.9M -> $376.8M). IAPD ↗fund
$376.8M RAUM · 2 reps · 917-817-9743 · longwalkmgmt.com
54
RECOGNIZE PARTNERS LP — reported RAUM up 45% ($1.44B -> $2.09B). IAPD ↗fund
$2.09B RAUM · 15 reps · 917-200-0213 · recognize.com
54
ARDAN EQUITY PARTNERS, LLC — reported RAUM up 59% ($160.3M -> $254.0M). IAPD ↗fund
$254.0M RAUM · 5 reps · 917-304-7294 · ardanequity.com
54
INTEGRUM HOLDINGS LP — reported RAUM up 46% ($1.75B -> $2.55B). IAPD ↗fund
$2.55B RAUM · 11 reps · 212-970-2500 · integrum.us
54
BHARCAP PARTNERS, LLC — reported RAUM up 47% ($1.57B -> $2.31B). IAPD ↗fund
$2.31B RAUM · 7 reps · 203-489-7770 · bharcap.com
54
GENERATE ADVISORS, LLC — reported RAUM up 46% ($5.24B -> $7.65B). IAPD ↗fund
$7.65B RAUM · 44 reps · 212-782-3480
54
VALSPRING CAPITAL — reported RAUM up 71% ($142.9M -> $244.5M). IAPD ↗fund
$244.5M RAUM · 6 reps · 617-314-1177 · valspring.com
54
TRIVENI CAPITAL INVESTMENTS LP — reported RAUM up 57% ($201.1M -> $315.6M). IAPD ↗fund
$315.6M RAUM · 6 reps · 203-902-4259
54
LUMINARX CAPITAL MANAGEMENT LP — reported RAUM up 45% ($2.20B -> $3.20B). IAPD ↗fund
$3.20B RAUM · 16 reps · 212-680-4579 · luminarx.com
54
ANTHELION CAPITAL PARTNERS LLC — reported RAUM up 49% ($1.27B -> $1.88B). IAPD ↗fund
$1.88B RAUM · 7 reps · 212 339 1900
54
FORTWOOD CAPITAL LP — reported RAUM up 57% ($204.0M -> $320.8M). IAPD ↗fund
$320.8M RAUM · 4 reps · 475-303-3380
54
TRP CAPITAL ADVISORS VI, LLC — reported RAUM up 56% ($163.1M -> $254.0M). IAPD ↗fund
$254.0M RAUM · 9 reps · 248-648-2358 · trpfund.com
53
HBK CAPITAL MANAGEMENT — reported RAUM up 40% ($20.31B -> $28.45B). IAPD ↗fund
$28.45B RAUM · 59 reps · 214-758-6100
53
SALI FUND SERVICES — reported RAUM up 41% ($23.88B -> $33.71B). IAPD ↗fund
$33.71B RAUM · 5 reps · 512-735-7254 · saliportal.com
53
SCOPIA CAPITAL MANAGEMENT LP — reported RAUM up 42% ($1.62B -> $2.31B). IAPD ↗fund
$2.31B RAUM · 15 reps · 212-370-0303 · scopia.com
53
NORCAP INVESTMENT MANAGEMENT, L.P. — reported RAUM up 54% ($204.4M -> $314.8M). IAPD ↗fund
$314.8M RAUM · 7 reps · 972-701-8813 · norcapfunds.com
53
THIRD POINT LLC — reported RAUM up 45% ($15.03B -> $21.78B). IAPD ↗fund
$21.78B RAUM · 65 reps · 212-715-3880 · thirdpoint.com
53
WOLVERINE ASSET MANAGEMENT, LLC — reported RAUM up 41% ($7.99B -> $11.23B). IAPD ↗fund
$11.23B RAUM · 23 reps · 312-884-4400 · wolvefunds.com
53
PPB ADVISORS, LLC — reported RAUM up 44% ($2.76B -> $3.96B). IAPD ↗fund
$3.96B RAUM · 0 reps · 484.278.4017 · ppbadvisors.com
53
ALYESKA INVESTMENT GROUP, L.P. — reported RAUM up 44% ($22.03B -> $31.65B). IAPD ↗fund
$31.65B RAUM · 37 reps · 312-899-7900 · highlinercapital.com
53
LIGHTYEAR CAPITAL LLC — reported RAUM up 43% ($5.02B -> $7.20B). IAPD ↗fund
$7.20B RAUM · 25 reps · 212-328-0555
53
PENNYBACKER CAPITAL MANAGEMENT, LLC — reported RAUM up 41% ($3.67B -> $5.18B). IAPD ↗fund
$5.18B RAUM · 45 reps · 512-610-2910 · pennybackercap.com
53
KINDERHOOK INDUSTRIES, LLC — reported RAUM up 45% ($7.98B -> $11.53B). IAPD ↗fund
$11.53B RAUM · 20 reps · 212-201-6780 · kinderhook.com
53
RAM REALTY ADVISORS LLC — reported RAUM up 45% ($1.20B -> $1.73B). IAPD ↗fund
$1.73B RAUM · 32 reps · 561-282-4600 · ramrealestate.com
53
SUNTX CAPITAL MANAGEMENT CORP. — reported RAUM up 54% ($305.7M -> $470.7M). IAPD ↗fund
$470.7M RAUM · 8 reps · 972-663-8900 · suntx.com
53
THE PALISADES GROUP, LLC — reported RAUM up 43% ($15.81B -> $22.62B). IAPD ↗fund
$22.62B RAUM · 11 reps · 512-361-2148
53
ENLIGHTENMENT CAPITAL — reported RAUM up 45% ($1.61B -> $2.34B). IAPD ↗fund
$2.34B RAUM · 13 reps · 240-752-9616
53
GREENHOUSE FUNDS LLLP — reported RAUM up 40% ($1.94B -> $2.72B). IAPD ↗fund
$2.72B RAUM · 5 reps · 443-759-4633 · greenhousefunds.com
53
THL MANAGERS VII, LLC — reported RAUM up 41% ($14.39B -> $20.28B). IAPD ↗fund
$20.28B RAUM · 90 reps · 617-227-1050
53
ADVANTAGE CAPITAL MANAGEMENT — reported RAUM up 44% ($6.46B -> $9.30B). IAPD ↗fund
$9.30B RAUM · 26 reps · (332) 245 3563 · acap.com
53
OASIS CAPITAL PARTNERS (TEXAS) INC. — reported RAUM up 45% ($5.74B -> $8.32B). IAPD ↗fund
$8.32B RAUM · 25 reps · 1-512-225-1025
53
SQUAREPOINT OPS LLC — reported RAUM up 44% ($126.50B -> $182.23B). IAPD ↗fund
$182.23B RAUM · 51 reps · 646 868 1500 · squarepoint-capital.com
53
KORA MANAGEMENT LP — reported RAUM up 41% ($1.20B -> $1.70B). IAPD ↗fund
$1.70B RAUM · 23 reps · 212-257-5670 · koracap.com
53
PNC STEEL CITY ADVISORS, LLC — reported RAUM up 25% ($532.3M -> $665.5M). IAPD ↗institutional
$665.5M RAUM · 15 reps · 312-454-2922
53
PARADIGM PARTNERS CAPITAL MANAGEMENT — reported RAUM up 25% ($548.0M -> $687.3M). IAPD ↗institutional
$687.3M RAUM · 3 reps · 7868713411 · paradigmpcm.com
53
SUMMIT PARTNERS PUBLIC ASSET MANAGEMENT, LLC — reported RAUM up 44% ($2.69B -> $3.87B). IAPD ↗fund
$3.87B RAUM · 16 reps · 617-824-1000 · summitpartners.com
53
SILVER ROCK FINANCIAL LP — reported RAUM up 43% ($8.09B -> $11.58B). IAPD ↗fund
$11.58B RAUM · 22 reps · 424-371-9753 · silver-rock.com
53
RADCLIFF MANAGEMENT LLC — reported RAUM up 43% ($1.70B -> $2.43B). IAPD ↗fund
$2.43B RAUM · 4 reps · 212-858-0448 · radcliff.com
53
QUINBROOK INFRASTRUCTURE PARTNERS LLC — reported RAUM up 42% ($4.83B -> $6.87B). IAPD ↗fund
$6.87B RAUM · 12 reps · 346-998-5830 · quinbrook.com
53
ARC70 ADVISERS LP — reported RAUM up 41% ($1.34B -> $1.89B). IAPD ↗fund
$1.89B RAUM · 9 reps · (415) 322-3260 · arc70.com
53
VILLAGE GLOBAL MANAGEMENT, L.L.C. — reported RAUM up 51% ($552.4M -> $831.9M). IAPD ↗fund
$831.9M RAUM · 7 reps · 303-653-7611
53
HAZOOR PARTNERS, LLC — reported RAUM up 51% ($259.7M -> $393.1M). IAPD ↗fund
$393.1M RAUM · 6 reps · 458-203-0665 · hazoorpartners.com
53
CHANNING GLOBAL ADVISORS, LLC — reported RAUM up 53% ($553.4M -> $844.2M). IAPD ↗fund
$844.2M RAUM · 2 reps · 305-901-5315 · channingglobal.com
53
GEF CAPITAL PARTNERS — reported RAUM up 44% ($1.54B -> $2.22B). IAPD ↗fund
$2.22B RAUM · 36 reps · 202-743-2898 · gefcapital.com
53
SNAPDRAGON CAPITAL PARTNERS LLC — reported RAUM up 53% ($614.8M -> $940.7M). IAPD ↗fund
$940.7M RAUM · 2 reps · 646-321-0134 · snapdragoncap.com
53
RIDGELINE RESEARCH LLC — reported RAUM up 42% ($80.3M -> $113.8M). IAPD ↗institutional
$113.8M RAUM · 1 reps · 301-685-7171 · acvetfs.com
53
IMPACT ENGINE — reported RAUM up 53% ($168.6M -> $257.5M). IAPD ↗fund
$257.5M RAUM · 8 reps · 872-228-5197
53
ARCTOS PARTNERS — reported RAUM up 44% ($9.83B -> $14.11B). IAPD ↗fund
$14.11B RAUM · 60 reps · 972-918-3800
53
TIMBER POINT CAPITAL MANAGEMENT — reported RAUM up 43% ($29.5M -> $42.4M). IAPD ↗institutional
$42.4M RAUM · 2 reps · 9148983038 · timberpointcapital.com
53
ANDROS CAPITAL PARTNERS LLC — reported RAUM up 44% ($1.20B -> $1.72B). IAPD ↗fund
$1.72B RAUM · 5 reps · 713-568-0701 · androscapital.com
53
MOUNT LUCAS INDEX ADVISERS LLC — reported RAUM up 28% ($260.1M -> $334.3M). IAPD ↗institutional
$334.3M RAUM · 0 reps · 267-759-3500
53
EDISON PARTNERS MANAGEMENT, LLC — reported RAUM up 42% ($1.68B -> $2.39B). IAPD ↗fund
$2.39B RAUM · 14 reps · (609) 896-1900 · edisonpartners.com
53
SYCAMORE TREE CAPITAL PARTNERS, L.P. — reported RAUM up 41% ($1.79B -> $2.53B). IAPD ↗fund
$2.53B RAUM · 15 reps · 214-251-8250
53
BANSK GROUP LLC — reported RAUM up 43% ($2.24B -> $3.22B). IAPD ↗fund
$3.22B RAUM · 17 reps · (646) 757-9137 · banskgroup.com
53
TYRO CAPITAL MANAGEMENT, LLC — reported RAUM up 51% ($168.8M -> $254.9M). IAPD ↗fund
$254.9M RAUM · 4 reps · 212-271-5285 · tyropartners.com
53
FRAMEWORK VENTURES — reported RAUM up 44% ($1.03B -> $1.48B). IAPD ↗fund
$1.48B RAUM · 7 reps · 516-659-3573
53
GERCHEN CAPITAL PARTNERS — reported RAUM up 41% ($1.09B -> $1.54B). IAPD ↗fund
$1.54B RAUM · 16 reps · 217-437-1300 · gerchen.com
53
KINETIC PARTNERS MANAGEMENT, LP — reported RAUM up 42% ($1.62B -> $2.31B). IAPD ↗fund
$2.31B RAUM · 7 reps · 305-390-4400 · kineticpartners.com
53
HIVEMIND CAPITAL PARTNERS LLC — reported RAUM up 54% ($220.9M -> $341.0M). IAPD ↗fund
$341.0M RAUM · 4 reps · 917-692-9525 · hivemindcapital.co
53
LONETREE CAPITAL, LLC — reported RAUM up 69% ($130.0M -> $220.2M). IAPD ↗fund
$220.2M RAUM · 6 reps · 212-844-9150
53
PRIMESTOR INVESTMENT MANAGEMENT, LLC — reported RAUM up 69% ($141.7M -> $238.8M). IAPD ↗fund
$238.8M RAUM · 7 reps · (310) 652-1177
53
HARVEST GROWTH CAPITAL — reported RAUM up 55% ($292.1M -> $452.5M). IAPD ↗fund
$452.5M RAUM · 1 reps · 512-466-9118 · harvestgrowthcapital.com
52
JACOBS LEVY EQUITY MANAGEMENT — reported RAUM up 37% ($22.88B -> $31.27B). IAPD ↗fund
$31.27B RAUM · 35 reps · 973-410-9222
52
HEARTHSTONE INC., A CALIFORNIA CORPORATION — reported RAUM up 36% ($1.79B -> $2.44B). IAPD ↗fund
$2.44B RAUM · 8 reps · 818-385-0005 · hearthstone.com
52
CAZ INVESTMENTS L.P. — reported RAUM up 35% ($6.40B -> $8.65B). IAPD ↗fund
$8.65B RAUM · 56 reps · 713-403-8250 · cazinvestments.com
52
CAMPBELL & COMPANY INVESTMENT ADVISER LLC — reported RAUM up 38% ($2.52B -> $3.47B). IAPD ↗fund
$3.47B RAUM · 27 reps · 410-413-2600 · campbell.com
52
VR ADVISORY SERVICES LTD. — reported RAUM up 37% ($6.36B -> $8.75B). IAPD ↗fund
$8.75B RAUM · 13 reps · +1 646 571 1870
52
VAN ECK ABSOLUTE RETURN ADVISERS CORP. — reported RAUM up 37% ($1.66B -> $2.27B). IAPD ↗fund
$2.27B RAUM · 31 reps · 212-293-2000
52
WATERFALL ASSET MANAGEMENT, LLC — reported RAUM up 36% ($18.61B -> $25.28B). IAPD ↗fund
$25.28B RAUM · 53 reps · 212-257-4600 · waterfallam.com
52
IONIC CAPITAL MANAGEMENT LLC — reported RAUM up 35% ($3.03B -> $4.10B). IAPD ↗fund
$4.10B RAUM · 14 reps · 212-294-8500 · ioniccap.com
52
J. GOLDMAN & CO., L.P. — reported RAUM up 36% ($3.65B -> $4.95B). IAPD ↗fund
$4.95B RAUM · 65 reps · 212-262-4990 · jgoldmanlp.com
52
LS POWER EQUITY ADVISORS, LLC — reported RAUM up 38% ($9.00B -> $12.42B). IAPD ↗fund
$12.42B RAUM · 139 reps · 212-615-3456
52
NIPUN CAPITAL, L.P. — reported RAUM up 36% ($1.38B -> $1.88B). IAPD ↗fund
$1.88B RAUM · 5 reps · 650-265-4666 · nipuncapital.com
52
HITE HEDGE ASSET MANAGEMENT LLC — reported RAUM up 37% ($1.88B -> $2.57B). IAPD ↗fund
$2.57B RAUM · 13 reps · 617-431-4360 · hitehedge.com
52
ONE ROCK CAPITAL — reported RAUM up 36% ($10.41B -> $14.19B). IAPD ↗fund
$14.19B RAUM · 53 reps · 212-605-6000 · onerock.com
52
YELLOW WOOD PARTNERS — reported RAUM up 36% ($2.12B -> $2.88B). IAPD ↗fund
$2.88B RAUM · 20 reps · 617-500-6340
52
ZWEIG-DIMENNA ASSOCIATES LLC — reported RAUM up 39% ($1.03B -> $1.42B). IAPD ↗fund
$1.42B RAUM · 14 reps · 212-451-1100 · zweig-dimenna.com
52
MILLSTREET CAPITAL MANAGEMENT LLC — reported RAUM up 39% ($2.97B -> $4.13B). IAPD ↗fund
$4.13B RAUM · 4 reps · (617) 939-0030 · millstreet.com
52
MENLO EQUITIES — reported RAUM up 40% ($3.21B -> $4.49B). IAPD ↗fund
$4.49B RAUM · 17 reps · 650-326-9300 · menloequities.com
52
METIS GLOBAL PARTNERS, LLC — reported RAUM up 35% ($3.50B -> $4.72B). IAPD ↗fund
$4.72B RAUM · 5 reps · 858-436-3030 · metisgp.com
52
ENGINEERS GATE MANAGER LP — reported RAUM up 35% ($10.05B -> $13.57B). IAPD ↗fund
$13.57B RAUM · 105 reps · 646-757-2800
52
NUT TREE CAPITAL MANAGEMENT, LP — reported RAUM up 38% ($4.14B -> $5.73B). IAPD ↗fund
$5.73B RAUM · 13 reps · 212-418-1290 · nuttreecapital.com
52
FIRST INFRASTRUCTURE CAPITAL ADVISORS, LLC — reported RAUM up 37% ($1.32B -> $1.81B). IAPD ↗fund
$1.81B RAUM · 4 reps · 713.337.7980 · firstinfrastructurecapital.com
52
FAIRMOUNT FUNDS MANAGEMENT LLC — reported RAUM up 39% ($2.28B -> $3.17B). IAPD ↗fund
$3.17B RAUM · 14 reps · 267-262-5300 · fairmountfunds.com
52
JLC INFRASTRUCTURE — reported RAUM up 35% ($1.54B -> $2.09B). IAPD ↗fund
$2.09B RAUM · 13 reps · 212 701-8715 · jlcinfra.com
52
FPA REAL ESTATE ADVISERS GROUP, LLC — reported RAUM up 36% ($5.66B -> $7.69B). IAPD ↗fund
$7.69B RAUM · 15 reps · 949-399-2500 · fpamf.com
52
HILLCREST CREDIT AND INCOME FUND II MANAGER, LLC — reported RAUM up 47% ($282.0M -> $414.9M). IAPD ↗fund
$414.9M RAUM · 7 reps · (646) 889-2690 · hillcrestfinancellc.com
52
WEST ELK CAPITAL, LLC — reported RAUM up 65% ($80.1M -> $132.0M). IAPD ↗fund
$132.0M RAUM · 2 reps · 404-551-3551 · westelkcapital.com
52
TOMALES BAY CAPITAL — reported RAUM up 38% ($2.15B -> $2.96B). IAPD ↗fund
$2.96B RAUM · 2 reps · (415) 723-0608 · tomalesbaycapital.com
52
WESTCAP MANAGEMENT, LLC — reported RAUM up 39% ($6.35B -> $8.81B). IAPD ↗fund
$8.81B RAUM · 16 reps · 6466454356
52
BLACKSTONE LIFE SCIENCES ADVISORS L.L.C. — reported RAUM up 36% ($7.18B -> $9.80B). IAPD ↗fund
$9.80B RAUM · 21 reps · 617-949-2200 · blackstone.podbean.com
52
SALUDA GRADE ASSET MANAGEMENT LLC — reported RAUM up 39% ($2.61B -> $3.63B). IAPD ↗fund
$3.63B RAUM · 21 reps · 1 646 974 8560 · saludagrade.com
52
SAFE HARBOR CAPITAL PARTNERS — reported RAUM up 45% ($245.1M -> $355.4M). IAPD ↗fund
$355.4M RAUM · 10 reps · 786-230-1609 · safeharborcp.com
52
TRISPAN (USA) LLC — reported RAUM up 49% ($659.0M -> $982.5M). IAPD ↗fund
$982.5M RAUM · 9 reps · 1 646 586 2194
52
NEW MOUNTAIN CREDIT CLO ADVISERS, L.L.C. — reported RAUM up 37% ($1.86B -> $2.55B). IAPD ↗fund
$2.55B RAUM · 19 reps · 212-720-0300 · newmountainfinance.com
52
LONGSHORE CAPITAL PARTNERS — reported RAUM up 47% ($244.4M -> $360.0M). IAPD ↗fund
$360.0M RAUM · 7 reps · 312-237-3838 · longshorecp.com
52
XN LP — reported RAUM up 36% ($3.29B -> $4.46B). IAPD ↗fund
$4.46B RAUM · 18 reps · 646-849-0500 · xnlp.com
52
CONVERSANT CAPITAL LLC — reported RAUM up 35% ($1.93B -> $2.60B). IAPD ↗fund
$2.60B RAUM · 7 reps · 908-466-5010 · conversantcap.com
52
GHISALLO CAPITAL MANAGEMENT LLC — reported RAUM up 37% ($2.79B -> $3.82B). IAPD ↗fund
$3.82B RAUM · 22 reps · 617-502-5735 · ghisallo.com
52
HUNTER POINT CAPITAL LP — reported RAUM up 36% ($4.06B -> $5.50B). IAPD ↗fund
$5.50B RAUM · 45 reps · (212) 970-0700 · hunterpointcapital.com
52
AFFINITY ASSET ADVISORS, LLC — reported RAUM up 46% ($553.1M -> $807.9M). IAPD ↗fund
$807.9M RAUM · 7 reps · 646-481-3856 · affinityadv.com
52
ALTERNATIVE FUND ADVISORS, LLC — reported RAUM up 37% ($165.1M -> $226.5M). IAPD ↗institutional
$226.5M RAUM · 4 reps · 844-850-5809
52
POPULAR ASSET MANAGEMENT — reported RAUM up 37% ($2.11B -> $2.88B). IAPD ↗fund
$2.88B RAUM · 8 reps · 787-754-4488 · popularfunds.com
52
KYNAM CAPITAL MANAGEMENT, LP — reported RAUM up 40% ($1.83B -> $2.56B). IAPD ↗fund
$2.56B RAUM · 2 reps · 574-315-9016
52
GREENWOOD PINE PARTNERS — reported RAUM up 39% ($20.8M -> $28.9M). IAPD ↗institutional
$28.9M RAUM · 8 reps · 901-761-2474 · greenwoodpine.com
52
OC INVESTMENT MANAGEMENT LP — reported RAUM up 37% ($22.91B -> $31.39B). IAPD ↗fund
$31.39B RAUM · 3 reps · +1 305 813-0610
52
GORDONMD GLOBAL INVESTMENTS LP — reported RAUM up 47% ($176.2M -> $259.0M). IAPD ↗fund
$259.0M RAUM · 5 reps · 213-304-6199
52
GROUP RMC INVESTMENT ADVISOR LLC — reported RAUM up 64% ($28.4M -> $46.7M). IAPD ↗fund
$46.7M RAUM · 2 reps · 917-503-9730 · grouprmc.com
52
IRENIC CAPITAL MANAGEMENT LP — reported RAUM up 40% ($1.04B -> $1.45B). IAPD ↗fund
$1.45B RAUM · 7 reps · 646-993-6330
52
INNOVATION X ADVISORS — reported RAUM up 35% ($1.36B -> $1.83B). IAPD ↗fund
$1.83B RAUM · 3 reps · 2402231988
52
ARGOSY-LIONBRIDGE MANAGEMENT, LLC — reported RAUM up 63% ($87.5M -> $142.4M). IAPD ↗fund
$142.4M RAUM · 5 reps · (646) 536-7422 · argosylbm.com
52
DUNDEE MAESTRO MANAGEMENT, LP — reported RAUM up 49% ($641.8M -> $958.9M). IAPD ↗fund
$958.9M RAUM · 4 reps · 914-815-0896
51
TWO SIGMA INVESTMENTS, LP — reported RAUM up 31% ($83.96B -> $110.28B). IAPD ↗fund
$110.28B RAUM · 749 reps · (212) 625-5700
51
WHALE ROCK CAPITAL MANAGEMENT — reported RAUM up 34% ($8.72B -> $11.67B). IAPD ↗fund
$11.67B RAUM · 11 reps · 617-502-9900
51
BEACH POINT CAPITAL MANAGEMENT LP — reported RAUM up 33% ($18.00B -> $23.88B). IAPD ↗fund
$23.88B RAUM · 68 reps · (310) 996-9700 · beachpoint.capital
51
GLASFUNDS, LLC — reported RAUM up 33% ($2.02B -> $2.69B). IAPD ↗fund
$2.69B RAUM · 5 reps · 216-862-1300 · glasfunds.com
51
ARGA INVESTMENT MANAGEMENT, LP — reported RAUM up 33% ($13.57B -> $18.03B). IAPD ↗fund
$18.03B RAUM · 27 reps · 203-614-0800
51
OBRA CAPITAL MANAGEMENT, LLC. — reported RAUM up 34% ($2.68B -> $3.60B). IAPD ↗fund
$3.60B RAUM · 60 reps · 917-831-1000
51
CAPSTONE INVESTMENT ADVISORS, LLC — reported RAUM up 32% ($69.25B -> $91.71B). IAPD ↗fund
$91.71B RAUM · 111 reps · 212-232-1420 · globalvolatilitysummit.com
51
HALE CAPITAL MANAGEMENT, LP — reported RAUM up 44% ($191.4M -> $276.0M). IAPD ↗fund
$276.0M RAUM · 7 reps · 203-364-4253
51
PAMLICO CAPITAL — reported RAUM up 31% ($3.41B -> $4.46B). IAPD ↗fund
$4.46B RAUM · 31 reps · 704-414-7150
51
SILVER POINT CAPITAL, L.P. — reported RAUM up 33% ($27.91B -> $37.09B). IAPD ↗fund
$37.09B RAUM · 109 reps · 203-542-4200 · silverpointcapital.com
51
MAK CAPITAL — reported RAUM up 33% ($1.27B -> $1.70B). IAPD ↗fund
$1.70B RAUM · 6 reps · 212-486-3211 · makcapitalfund.com
51
BRACEBRIDGE CAPITAL, LLC — reported RAUM up 30% ($65.10B -> $84.74B). IAPD ↗fund
$84.74B RAUM · 54 reps · 617-497-3500 · bracebridgecapital.com
51
PETERSON PARTNERS — reported RAUM up 34% ($2.13B -> $2.86B). IAPD ↗fund
$2.86B RAUM · 34 reps · 801-417-0748 · petersonpartners.com
51
TUDOR INVESTMENT CORPORATION — reported RAUM up 31% ($63.59B -> $83.57B). IAPD ↗fund
$83.57B RAUM · 232 reps · 203-863-6700
51
SANDTON CAPITAL PARTNERS, LP — reported RAUM up 35% ($1.42B -> $1.92B). IAPD ↗fund
$1.92B RAUM · 20 reps · 212-444-7200 · sandtoncapital.com
51
PACIFIC LAKE PARTNERS, LLC — reported RAUM up 35% ($1.59B -> $2.14B). IAPD ↗fund
$2.14B RAUM · 14 reps · 617-658-3024 · pacificlake.com
51
ANDREESSEN HOROWITZ — reported RAUM up 33% ($56.04B -> $74.74B). IAPD ↗fund
$74.74B RAUM · 99 reps · (650) 798-5800
51
CYPRIUM PARTNERS — reported RAUM up 41% ($553.8M -> $778.7M). IAPD ↗fund
$778.7M RAUM · 14 reps · 216-453-4500 · cyprium.com
51
GREENBRIER PARTNERS CAPITAL MANAGEMENT, LLC — reported RAUM up 35% ($1.03B -> $1.39B). IAPD ↗fund
$1.39B RAUM · 2 reps · 214-720-2060
51
CORRIDOR CAPITAL, LLC — reported RAUM up 56% ($159.9M -> $249.6M). IAPD ↗fund
$249.6M RAUM · 9 reps · 310-442-7000 · corridorcapital.com
51
K1 INVESTMENT MANAGEMENT LLC — reported RAUM up 31% ($14.99B -> $19.70B). IAPD ↗fund
$19.70B RAUM · 63 reps · 800 310 2870
51
BHMS INVESTMENTS, LP — reported RAUM up 42% ($664.8M -> $942.8M). IAPD ↗fund
$942.8M RAUM · 9 reps · 203-653-3558
51
LEO FUND SERVICES, LLC — reported RAUM up 57% ($107.1M -> $167.9M). IAPD ↗fund
$167.9M RAUM · 5 reps · 732-903-2600
51
CATENARY ALTERNATIVES ASSET MANAGEMENT, LLC — reported RAUM up 41% ($238.3M -> $337.2M). IAPD ↗fund
$337.2M RAUM · 3 reps · 305-677-6688 · catenaryalts.com
51
GREENOAKS — reported RAUM up 33% ($9.51B -> $12.65B). IAPD ↗fund
$12.65B RAUM · 16 reps · 415.942.5322 · greenoaks.com
51
SESSA CAPITAL — reported RAUM up 30% ($3.62B -> $4.72B). IAPD ↗fund
$4.72B RAUM · 7 reps · 212-257-4410 · sessacapital.com
51
SABAL INVESTMENT ADVISORS, LLC — reported RAUM up 33% ($3.27B -> $4.35B). IAPD ↗fund
$4.35B RAUM · 10 reps · 949-255-2699 · sabalinvestmentholdings.com
51
SEQUEL HOLDINGS, L.P. — reported RAUM up 41% ($345.0M -> $486.9M). IAPD ↗fund
$486.9M RAUM · 11 reps · 214-292-4150 · sequelholdings.com
51
TREE LINE CAPITAL PARTNERS, LLC — reported RAUM up 32% ($2.27B -> $3.01B). IAPD ↗fund
$3.01B RAUM · 18 reps · 415-795-7575 · treelinecp.com
51
LEAD EDGE CAPITAL MANAGEMENT, LLC — reported RAUM up 32% ($4.78B -> $6.30B). IAPD ↗fund
$6.30B RAUM · 41 reps · 212-984-2421
51
LUMINATE CAPITAL PARTNERS — reported RAUM up 31% ($2.52B -> $3.30B). IAPD ↗fund
$3.30B RAUM · 9 reps · 415-278-1506
51
ITE MANAGEMENT L.P. — reported RAUM up 32% ($4.57B -> $6.04B). IAPD ↗fund
$6.04B RAUM · 33 reps · (212) 220-5802
51
CAVU CONSUMER PARTNERS, LLC — reported RAUM up 34% ($1.26B -> $1.69B). IAPD ↗fund
$1.69B RAUM · 8 reps · 212-716-2673
51
CAPRA CREDIT MANAGEMENT, LLC — reported RAUM up 34% ($146.7M -> $196.1M). IAPD ↗institutional
$196.1M RAUM · 2 reps · 646-968-9225 · capraibex.com
51
SKYE GLOBAL MANAGEMENT LP — reported RAUM up 33% ($3.84B -> $5.10B). IAPD ↗fund
$5.10B RAUM · 3 reps · 212-256-8923 · skyeglobal.com
51
PANTERA CAPITAL — reported RAUM up 34% ($4.16B -> $5.57B). IAPD ↗fund
$5.57B RAUM · 11 reps · 650-854-7000
51
DIGITAL ALPHA ADVISORS, LLC — reported RAUM up 31% ($1.81B -> $2.38B). IAPD ↗fund
$2.38B RAUM · 12 reps · (408) 660-7014 · digitalalpha.net
51
QUIET CAPITAL MANAGEMENT, LLC — reported RAUM up 33% ($1.86B -> $2.47B). IAPD ↗fund
$2.47B RAUM · 8 reps · 415-840-0555
51
QUARTUS INVESTMENT ADVISORS LLC — reported RAUM up 60% ($19.5M -> $31.2M). IAPD ↗fund
$31.2M RAUM · 1 reps · 212-634-7173
51
INTANDEM CAPITAL PARTNERS, LLC — reported RAUM up 30% ($1.97B -> $2.56B). IAPD ↗fund
$2.56B RAUM · 23 reps · 646-930-1530 · intandemcapital.com
51
WATEROUS ENERGY FUND MANAGEMENT (US), LLC — reported RAUM up 30% ($3.97B -> $5.17B). IAPD ↗fund
$5.17B RAUM · 2 reps · 281-545-7397 · waterous.com
51
DIGITALBRIDGE INVESTMENT MANAGEMENT, LLC — reported RAUM up 31% ($39.06B -> $51.27B). IAPD ↗fund
$51.27B RAUM · 147 reps · 561-544-7475 · digitalbridge.com
51
ELMWOOD ASSET MANAGEMENT LLC — reported RAUM up 32% ($14.94B -> $19.79B). IAPD ↗fund
$19.79B RAUM · 21 reps · 646-876-2350 · elmwoodasset.com
51
YAUPON CAPITAL MANAGEMENT LP — reported RAUM up 30% ($2.80B -> $3.65B). IAPD ↗fund
$3.65B RAUM · 11 reps · 646-755-3825
51
LONG PATH PARTNERS, LP — reported RAUM up 31% ($1.02B -> $1.34B). IAPD ↗fund
$1.34B RAUM · 10 reps · 203-883-1967
51
ARCLINE INVESTMENT MANAGEMENT LP — reported RAUM up 32% ($13.96B -> $18.44B). IAPD ↗fund
$18.44B RAUM · 50 reps · (615) 270-5870 · arcline.com
51
SOFTVEST ADVISORS — reported RAUM up 44% ($544.2M -> $783.5M). IAPD ↗fund
$783.5M RAUM · 7 reps · 325-677-6177
51
COMMODORE CAPITAL — reported RAUM up 30% ($1.36B -> $1.76B). IAPD ↗fund
$1.76B RAUM · 6 reps · 212-256-8600 · commodorecapital.com
51
STANDARD CRYPTO MANAGEMENT LP — reported RAUM up 31% ($1.15B -> $1.50B). IAPD ↗fund
$1.50B RAUM · 5 reps · 310-630-7229
51
SR ONE CAPITAL MANAGEMENT, LP — reported RAUM up 31% ($1.59B -> $2.09B). IAPD ↗fund
$2.09B RAUM · 16 reps · 610-220-4913 · srone.com
51
PHILOSOPHY CAPITAL MANAGEMENT LLC — reported RAUM up 33% ($1.18B -> $1.57B). IAPD ↗fund
$1.57B RAUM · 4 reps · 415-433-2010 · philosophycap.com
51
140 SUMMER PARTNERS LP — reported RAUM up 33% ($2.11B -> $2.80B). IAPD ↗fund
$2.80B RAUM · 10 reps · 212-804-9760
51
VOLOFIN CAPITAL MANAGEMENT — reported RAUM up 45% ($614.7M -> $889.9M). IAPD ↗fund
$889.9M RAUM · 3 reps · (646) 866-6997 · volofin.com
51
STABLE ASSET MANAGEMENT LP — reported RAUM up 34% ($3.25B -> $4.35B). IAPD ↗fund
$4.35B RAUM · 6 reps · +1 212 808 2062
51
STONE POINT CREDIT ADVISER LLC — reported RAUM up 31% ($6.14B -> $8.07B). IAPD ↗fund
$8.07B RAUM · 55 reps · 203-862-2900 · stonepoint.com
51
CONTRARY LLC — reported RAUM up 45% ($198.6M -> $287.8M). IAPD ↗fund
$287.8M RAUM · 5 reps · 862-354-0870
51
DESTINY ADVISORS LLC — reported RAUM up 31% ($53.5M -> $70.0M). IAPD ↗institutional
$70.0M RAUM · 1 reps · 415-639-9966
51
ANTHONY CAPITAL MANAGEMENT, LLC — reported RAUM up 35% ($20.0M -> $27.0M). IAPD ↗institutional
$27.0M RAUM · 1 reps · (561) 371-1303 · anthonycm.com
51
TPG SOLUTIONS ADVISORS — reported RAUM up 34% ($4.54B -> $6.11B). IAPD ↗fund
$6.11B RAUM · 45 reps · 817-871-4000
51
AP CAPITAL DELAWARE LLC — reported RAUM up 58% ($107.7M -> $170.5M). IAPD ↗fund
$170.5M RAUM · 1 reps · 929-354-3757 · apcapitalinvestment.com
51
WHISTLER CAPITAL PARTNERS LLC — reported RAUM up 34% ($1.36B -> $1.82B). IAPD ↗fund
$1.82B RAUM · 6 reps · 615-252-5501 · whistlercapital.com
51
CAIS ADVISORS — reported RAUM up 57% ($79.9M -> $125.0M). IAPD ↗fund
$125.0M RAUM · 6 reps · 212-300-9355 · caisgroup.com
51
SQUARE WAVE CAPITAL — reported RAUM up 57% ($66.7M -> $104.7M). IAPD ↗fund
$104.7M RAUM · 2 reps · 203-733-6139 · squarewavecapital.com
51
CHAMONIX PARTNERS CAPITAL MANAGEMENT LLC — reported RAUM up 34% ($108.5M -> $145.2M). IAPD ↗institutional
$145.2M RAUM · 2 reps · 212-583-4951 · chamonixpartners.com
51
14B CAPITAL MANAGEMENT LP — reported RAUM up 40% ($203.1M -> $284.8M). IAPD ↗fund
$284.8M RAUM · 2 reps · (646) 777-5951 · 14bcapital.com
51
SATURN FIVE ADVISORS LLC — reported RAUM up 44% ($279.0M -> $401.8M). IAPD ↗fund
$401.8M RAUM · 3 reps · 720-314-8373 · saturnfive.com
51
TYR CAPITAL ADVISORS, LLC — reported RAUM up 57% ($140.0M -> $220.0M). IAPD ↗fund
$220.0M RAUM · 9 reps · 9135745800 · overlandcapitalpartners.com
51
TWO ROADS PARTNERS MANAGEMENT, LP — reported RAUM up 44% ($337.6M -> $487.6M). IAPD ↗fund
$487.6M RAUM · 13 reps · 212-300-9803 · tworoads.com
51
DELTA GLOBAL — reported RAUM up 33% ($1.78B -> $2.38B). IAPD ↗fund
$2.38B RAUM · 9 reps · 212-680-4581 · delta.global
51
THE VISUALIZE GROUP LP — reported RAUM up 43% ($183.4M -> $262.2M). IAPD ↗fund
$262.2M RAUM · 6 reps · 212-540-5151
51
SALLYPORT — reported RAUM up 59% ($100.4M -> $159.6M). IAPD ↗fund
$159.6M RAUM · 5 reps · 281-423-0260 · sallyportinvestments.com
51
INDAGO CAPITAL LLC — reported RAUM up 45% ($199.9M -> $289.4M). IAPD ↗fund
$289.4M RAUM · 4 reps · 212-680-4970
51
PERRYRIDGE CAPITAL LP — reported RAUM up 56% ($128.7M -> $201.4M). IAPD ↗fund
$201.4M RAUM · 4 reps · (203) 489-6554
50
VANGUARD GROUP INC — reported RAUM up 30% ($7909.76B -> $10246.60B). IAPD ↗fund
$10246.60B RAUM · 330 reps · 610-669-1000
50
AVALON GLOBAL ASSET MANAGEMENT LLC — reported RAUM up 36% ($325.6M -> $443.8M). IAPD ↗fund
$443.8M RAUM · 3 reps · 415-615-5200
50
CANYON PARTNERS REAL ESTATE LLC — reported RAUM up 28% ($2.54B -> $3.27B). IAPD ↗fund
$3.27B RAUM · 77 reps · 214 253 6000 · canyonpartners.com
50
D. E. SHAW & CO., L.P. — reported RAUM up 28% ($120.47B -> $154.59B). IAPD ↗fund
$154.59B RAUM · 476 reps · 212-478-0000
50
HARBOR CAPITAL ADVISORS, INC. — reported RAUM up 28% ($50.55B -> $64.79B). IAPD ↗fund
$64.79B RAUM · 27 reps · (312) 443-4400
50
BALLYROCK INVESTMENT ADVISORS LLC — reported RAUM up 29% ($6.51B -> $8.42B). IAPD ↗fund
$8.42B RAUM · 0 reps · 617-563-7000
50
COURAGE CAPITAL MANAGEMENT, LLC — reported RAUM up 26% ($1.14B -> $1.44B). IAPD ↗fund
$1.44B RAUM · 10 reps · 615-369-0110 · couragecap.com (password protected)
50
SUMMIT PARTNERS, L.P. — reported RAUM up 26% ($34.74B -> $43.63B). IAPD ↗fund
$43.63B RAUM · 113 reps · 617-824-1000
50
TIPTREE ADVISORS, LLC — reported RAUM up 27% ($1.59B -> $2.02B). IAPD ↗fund
$2.02B RAUM · 12 reps · 212-887-4400 · tiptreeadvisors.com
50
ONEX CREDIT PARTNERS, LLC — reported RAUM up 29% ($18.26B -> $23.47B). IAPD ↗fund
$23.47B RAUM · 40 reps · (201) 541-2121 · onex.com
50
MS CAPITAL PARTNERS ADVISER INC. — reported RAUM up 26% ($27.27B -> $34.37B). IAPD ↗fund
$34.37B RAUM · 124 reps · (212) 761-7160 · morganstanley.com
50
SKYBRIDGE CAPITAL II, LLC — reported RAUM up 29% ($2.00B -> $2.58B). IAPD ↗fund
$2.58B RAUM · 5 reps · 212-485-3100
50
FOX RUN MANAGEMENT LLC — reported RAUM up 36% ($504.4M -> $686.7M). IAPD ↗fund
$686.7M RAUM · 6 reps · 203-629-1729
50
ALPHADYNE ASSET MANAGEMENT LP — reported RAUM up 28% ($115.31B -> $147.37B). IAPD ↗fund
$147.37B RAUM · 24 reps · 212-806-3700 · adyne.com
50
BRETTON CAPITAL MANAGEMENT — reported RAUM up 25% ($83.5M -> $104.5M). IAPD ↗institutional
$104.5M RAUM · 2 reps · 415-738-7640
50
SABA CAPITAL MANAGEMENT, L.P. — reported RAUM up 27% ($13.42B -> $17.01B). IAPD ↗fund
$17.01B RAUM · 19 reps · 212-542-3610 · sabacapital.com
50
ABRAMS CAPITAL MANAGEMENT, L.P. — reported RAUM up 29% ($10.05B -> $12.96B). IAPD ↗fund
$12.96B RAUM · 6 reps · 617-646-6100 · abramscapital.com
50
WEBSTER EQUITY PARTNERS, L.P. — reported RAUM up 26% ($7.50B -> $9.45B). IAPD ↗fund
$9.45B RAUM · 22 reps · 781-419-1515
50
COURT SQUARE CAPITAL — reported RAUM up 26% ($7.72B -> $9.69B). IAPD ↗fund
$9.69B RAUM · 42 reps · 212-752-6110 · courtsquare.com
50
ARBOR INVESTMENTS MANAGEMENT, LLC — reported RAUM up 30% ($3.10B -> $4.03B). IAPD ↗fund
$4.03B RAUM · 24 reps · 312-981-3770 · arborpic.com
50
SCOGGIN MANAGEMENT LP — reported RAUM up 39% ($251.0M -> $350.1M). IAPD ↗fund
$350.1M RAUM · 9 reps · 212-355-5600
50
CLEARLAKE CAPITAL GROUP, L.P. — reported RAUM up 26% ($62.98B -> $79.58B). IAPD ↗fund
$79.58B RAUM · 64 reps · 310-400-8800 · clearlake.com
50
CORVEX MANAGEMENT LP — reported RAUM up 28% ($3.17B -> $4.05B). IAPD ↗fund
$4.05B RAUM · 8 reps · 212-474-6700 · corvexmanagementlp.com
50
ENCOMPASS CAPITAL ADVISORS LLC — reported RAUM up 25% ($3.83B -> $4.80B). IAPD ↗fund
$4.80B RAUM · 10 reps · 646-351-8450
50
STELLUS CAPITAL MANAGEMENT, LLC — reported RAUM up 25% ($2.68B -> $3.37B). IAPD ↗fund
$3.37B RAUM · 19 reps · 713-292-5400 · stelluscapital.com
50
STURBRIDGE CAPITAL LLC — reported RAUM up 37% ($508.5M -> $695.7M). IAPD ↗fund
$695.7M RAUM · 6 reps · 248-220-8400 · sturbridgecapital.com
50
CW INDUSTRIAL PARTNERS, LLC — reported RAUM up 38% ($211.9M -> $293.4M). IAPD ↗fund
$293.4M RAUM · 8 reps · 216-781-3233 · pe4fams.com
50
FISHER LYNCH CAPITAL, LLC — reported RAUM up 25% ($6.42B -> $8.05B). IAPD ↗fund
$8.05B RAUM · 11 reps · 617-406-3124 · fisherlynch.com
50
POINTSTATE CAPITAL LP — reported RAUM up 27% ($7.39B -> $9.40B). IAPD ↗fund
$9.40B RAUM · 22 reps · 212-830-7000
50
SK CAPITAL PARTNERS — reported RAUM up 29% ($7.98B -> $10.28B). IAPD ↗fund
$10.28B RAUM · 48 reps · 212-826-2700
50
GOODE PARTNERS LLC — reported RAUM up 39% ($194.9M -> $270.8M). IAPD ↗fund
$270.8M RAUM · 6 reps · 646-722-9406 · goodepartners.com
50
LEEDS EQUITY PARTNERS — reported RAUM up 30% ($5.07B -> $6.59B). IAPD ↗fund
$6.59B RAUM · 22 reps · 212 835-2000
50
CARLYLE GLOBAL CREDIT INVESTMENT MANAGEMENT L.L.C. — reported RAUM up 26% ($46.76B -> $58.97B). IAPD ↗fund
$58.97B RAUM · 161 reps · 212-813-4900 · carlyle.com
50
SMP ASSET MANAGEMENT, LLC — reported RAUM up 40% ($200.4M -> $280.4M). IAPD ↗fund
$280.4M RAUM · 1 reps · 914-833-0875 · smplp.com
50
VALLEY FORGE CAPITAL MANAGEMENT — reported RAUM up 27% ($3.61B -> $4.60B). IAPD ↗fund
$4.60B RAUM · 2 reps · 305-210-6000
50
SOUTHFIELD CAPITAL LP — reported RAUM up 28% ($1.50B -> $1.91B). IAPD ↗fund
$1.91B RAUM · 23 reps · 203-813-4100
50
FIVE ELMS CAPITAL — reported RAUM up 28% ($2.38B -> $3.06B). IAPD ↗fund
$3.06B RAUM · 52 reps · (913) 953-8960 · fiveelms.com
50
PDT PARTNERS, LLC — reported RAUM up 29% ($10.84B -> $14.02B). IAPD ↗fund
$14.02B RAUM · 92 reps · (212) 621-0400 · pdtpartners.com
50
DYNAMIC BETA INVESTMENTS LLC — reported RAUM up 25% ($2.65B -> $3.32B). IAPD ↗fund
$3.32B RAUM · 3 reps · 646-837-7030
50
TRIVE CAPITAL MANAGEMENT LLC — reported RAUM up 27% ($6.74B -> $8.57B). IAPD ↗fund
$8.57B RAUM · 54 reps · 214-499-9715
50
THE VISTRIA GROUP, LP — reported RAUM up 27% ($9.65B -> $12.27B). IAPD ↗fund
$12.27B RAUM · 55 reps · 312-626-1100 · vistria.com
50
MC CREDIT PARTNERS LP — reported RAUM up 27% ($3.33B -> $4.23B). IAPD ↗fund
$4.23B RAUM · 21 reps · (203) 989-9700
50
I SQUARED CAPITAL ADVISORS (US) LLC — reported RAUM up 26% ($47.87B -> $60.09B). IAPD ↗fund
$60.09B RAUM · 253 reps · (786) 693-5700
50
FRUGAL FINANCIAL RETIREMENT PLAN SERVICES, LLC — reported RAUM up 25% ($136.3M -> $170.7M). IAPD ↗institutional
$170.7M RAUM · 2 reps · 727-324-4004
50
BLUE ROAD MANAGEMENT, L.P. — reported RAUM up 28% ($1.61B -> $2.05B). IAPD ↗fund
$2.05B RAUM · 6 reps · 212.822.9710 · blueroad.com
50
OEP CAPITAL ADVISORS, L.P. — reported RAUM up 27% ($11.00B -> $14.00B). IAPD ↗fund
$14.00B RAUM · 45 reps · 212-277-1500 · oneequity.com
50
LFM CAPITAL — reported RAUM up 25% ($1.11B -> $1.39B). IAPD ↗fund
$1.39B RAUM · 23 reps · (615) 983-6294 · lfmcapital.com
50
MGG INVESTMENT GROUP LP — reported RAUM up 25% ($5.58B -> $6.97B). IAPD ↗fund
$6.97B RAUM · 24 reps · 212-356-6100 · mgginv.com
50
BBAM US LP — reported RAUM up 29% ($3.45B -> $4.46B). IAPD ↗fund
$4.46B RAUM · 14 reps · 469-871-2230 · bbam.com
50
CHICAGO CAPITAL MANAGEMENT, LLC — reported RAUM up 54% ($120.9M -> $185.7M). IAPD ↗fund
$185.7M RAUM · 3 reps · 312-374-9000 · chicagocapitalmanagement.com
50
TRINITAS CAPITAL MANAGEMENT — reported RAUM up 28% ($12.92B -> $16.51B). IAPD ↗fund
$16.51B RAUM · 24 reps · 214-420-2400 · trinitascmllc.com
50
POINT72 ASSET MANAGEMENT, L.P. — reported RAUM up 28% ($172.10B -> $220.93B). IAPD ↗fund
$220.93B RAUM · 1431 reps · 203-890-2000 · careers.point72.com
50
ANTARCTICA INVESTMENT ADVISORS, LLC — reported RAUM up 28% ($3.63B -> $4.67B). IAPD ↗fund
$4.67B RAUM · 24 reps · 212 983 1602 · antarcticacapital.com
50
MAGNETAR ASSET MANAGEMENT LLC — reported RAUM up 28% ($163.3M -> $209.0M). IAPD ↗institutional
$209.0M RAUM · 23 reps · 847-905-4400 · magnetar.com
50
CROSS OCEAN PARTNERS MANAGEMENT LP — reported RAUM up 29% ($3.78B -> $4.90B). IAPD ↗fund
$4.90B RAUM · 13 reps · 1-203-340-7850 · crossoceanpartners.com
50
PRANA CAPITAL MANAGEMENT LP — reported RAUM up 29% ($2.56B -> $3.31B). IAPD ↗fund
$3.31B RAUM · 7 reps · 203-487-5185
50
DEEPCURRENTS INVESTMENT GROUP LLC — reported RAUM up 29% ($3.16B -> $4.06B). IAPD ↗fund
$4.06B RAUM · 6 reps · 646-350-4621 · deepcurrentsinvestment.com
50
PRIMARY WAVE IP INVESTMENT MANAGEMENT LLC — reported RAUM up 28% ($3.44B -> $4.40B). IAPD ↗fund
$4.40B RAUM · 21 reps · 212-661-6990 · primarywave.com
50
MAYTUS CAPITAL MANAGEMENT, LLC — reported RAUM up 37% ($251.7M -> $345.0M). IAPD ↗fund
$345.0M RAUM · 3 reps · 646-863-0080
50
FIG CAPITAL MANAGEMENT, LLC — reported RAUM up 35% ($197.8M -> $267.1M). IAPD ↗fund
$267.1M RAUM · 0 reps · (904) 378-8098 · figadvisors.com
50
EOS REAL ESTATE INVESTORS LLC — reported RAUM up 27% ($1.49B -> $1.88B). IAPD ↗fund
$1.88B RAUM · 17 reps · 212-680-4160 · eosinvestors.com
50
PRITZKER PRIVATE CAPITAL — reported RAUM up 30% ($5.56B -> $7.22B). IAPD ↗fund
$7.22B RAUM · 49 reps · 312-447-6050 · ppcpartners.com
50
MFN PARTNERS MANAGEMENT, LP — reported RAUM up 29% ($7.08B -> $9.10B). IAPD ↗fund
$9.10B RAUM · 7 reps · 617-443-2040
50
JANA PARTNERS MANAGEMENT, LP — reported RAUM up 30% ($1.84B -> $2.39B). IAPD ↗fund
$2.39B RAUM · 8 reps · 212-455-0900 · janapartners.com
50
J.F. LEHMAN AND COMPANY LLC — reported RAUM up 28% ($6.28B -> $8.04B). IAPD ↗fund
$8.04B RAUM · 39 reps · 212-634-0100 · jflpartners.com
50
CARVAL CLO MANAGEMENT LLC — reported RAUM up 30% ($4.92B -> $6.39B). IAPD ↗fund
$6.39B RAUM · 1 reps · 952-444-4780 · abcarval.com
50
ARBOUR LANE CAPITAL MANAGEMENT LP — reported RAUM up 30% ($5.75B -> $7.47B). IAPD ↗fund
$7.47B RAUM · 18 reps · (212) 231-8763 · arbourlanecapital.com
50
PARADIGM OPERATIONS LP — reported RAUM up 26% ($10.08B -> $12.66B). IAPD ↗fund
$12.66B RAUM · 14 reps · 415-830-5750 · paradigm.xyz
50
AGL CREDIT MANAGEMENT LLC — reported RAUM up 27% ($14.38B -> $18.23B). IAPD ↗fund
$18.23B RAUM · 34 reps · 212-973-8600
50
GIP INVESTMENT ADVISER LLC — reported RAUM up 35% ($329.4M -> $445.1M). IAPD ↗fund
$445.1M RAUM · 5 reps · 561-567-9220 · ksvglobal.com
50
DIVERSIS CAPITAL MANAGEMENT, L.P. — reported RAUM up 27% ($1.65B -> $2.10B). IAPD ↗fund
$2.10B RAUM · 17 reps · 310-396-4200 · diversis.com
50
NEXPOINT INSURANCE SOLUTIONS, L.P. — reported RAUM up 29% ($59.6M -> $77.2M). IAPD ↗institutional
$77.2M RAUM · 2 reps · 214-276-6300
50
PLEASANT LAKE PARTNERS LLC — reported RAUM up 27% ($1.27B -> $1.61B). IAPD ↗fund
$1.61B RAUM · 4 reps · 804-363-4458 · plpinvestors.com
50
OXFORD FINANCE ADVISORS, LLC — reported RAUM up 30% ($1.23B -> $1.60B). IAPD ↗fund
$1.60B RAUM · 76 reps · 703-519-4900
50
NZS CAPITAL LLC — reported RAUM up 30% ($2.26B -> $2.93B). IAPD ↗fund
$2.93B RAUM · 5 reps · 720-282-9746 · nzscapital.com
50
ONEFUND, LLC — reported RAUM up 27% ($105.7M -> $134.5M). IAPD ↗institutional
$134.5M RAUM · 1 reps · 7275020808 · onefund.io
50
LIVELLO CAPITAL MANAGEMENT LP — reported RAUM up 35% ($225.5M -> $305.5M). IAPD ↗fund
$305.5M RAUM · 4 reps · 646-540-0000 · livellocap.com
50
WOLF HILL CAPITAL MANAGEMENT, LP — reported RAUM up 28% ($1.60B -> $2.05B). IAPD ↗fund
$2.05B RAUM · 4 reps · 646-933-5538 · wolfhillcap.com
50
HALLE CAPITAL MANAGEMENT LP — reported RAUM up 40% ($504.7M -> $706.3M). IAPD ↗fund
$706.3M RAUM · 6 reps · 212-906-4140
50
MADISON AVENUE SOLUTIONS, LLC — reported RAUM up 27% ($1.29B -> $1.65B). IAPD ↗fund
$1.65B RAUM · 0 reps · 312-962-3800 · hightoweradvisors.com
50
SOURCEROCK GROUP LLC — reported RAUM up 26% ($2.06B -> $2.60B). IAPD ↗fund
$2.60B RAUM · 9 reps · 312-361-3360 · sourcerocklp.com
50
WALNUT LEVEL CAPITAL LLC — reported RAUM up 35% ($186.2M -> $251.5M). IAPD ↗fund
$251.5M RAUM · 3 reps · 303-381-0156 · walnutlevel.com
50
NEWMARKET INVESTMENT MANAGEMENT, LP — reported RAUM up 30% ($2.06B -> $2.67B). IAPD ↗fund
$2.67B RAUM · 16 reps · 215-701-9690 · newmarketcapital.com
50
PALMER SQUARE EUROPE CAPITAL MANAGEMENT LLC — reported RAUM up 26% ($6.16B -> $7.76B). IAPD ↗fund
$7.76B RAUM · 33 reps · 816-994-3200
50
PACIFIC AVENUE CAPITAL PARTNERS MANAGEMENT COMPANY LLC — reported RAUM up 26% ($1.08B -> $1.36B). IAPD ↗fund
$1.36B RAUM · 27 reps · 424.955.6388 · pacificavenuecapital.com
50
PARADIGM BIOCAPITAL ADVISORS LP — reported RAUM up 30% ($2.36B -> $3.05B). IAPD ↗fund
$3.05B RAUM · 5 reps · 646-970-2568
50
LS BDC ADVISER, LLC — reported RAUM up 36% ($709.4M -> $967.6M). IAPD ↗fund
$967.6M RAUM · 31 reps · 786-598-2089
50
ALLY BRIDGE GROUP (PE) LLC — reported RAUM up 25% ($1.08B -> $1.35B). IAPD ↗fund
$1.35B RAUM · 13 reps · 646-829-9676 · ally-bridge.com
50
NORTHERN LAKES CAPITAL, L.P. — reported RAUM up 38% ($232.2M -> $320.7M). IAPD ↗fund
$320.7M RAUM · 10 reps · 612-562-4288
50
DEEPWATER ASSET MANAGEMENT, LLC — reported RAUM up 37% ($333.0M -> $457.7M). IAPD ↗fund
$457.7M RAUM · 6 reps · 612-424-1393
50
ROAD CAPITAL MANAGEMENT LP — reported RAUM up 36% ($197.0M -> $267.7M). IAPD ↗fund
$267.7M RAUM · 4 reps · 781-264-6268
50
GREENLAND CAPITAL MANAGEMENT LP — reported RAUM up 26% ($1.19B -> $1.50B). IAPD ↗fund
$1.50B RAUM · 17 reps · (212) 390-9577
50
FIRST TRUST CAPITAL MANAGEMENT L.P. — reported RAUM up 29% ($6.36B -> $8.20B). IAPD ↗fund
$8.20B RAUM · 20 reps · 773.828.6700
50
ACCION IMPACT MANAGEMENT LLC — reported RAUM up 37% ($191.1M -> $261.5M). IAPD ↗fund
$261.5M RAUM · 16 reps · 202-813-9844 · accion.org
50
AMERGIN ASSET MANAGEMENT, LLC — reported RAUM up 36% ($695.9M -> $946.0M). IAPD ↗fund
$946.0M RAUM · 5 reps · 561-760-1957
50
ALTERRA IOS MANAGER, LLC — reported RAUM up 26% ($2.13B -> $2.67B). IAPD ↗fund
$2.67B RAUM · 15 reps · 215-240-1231 · ios.alterraproperty.com
50
REVITATE FUND ADVISOR LLC — reported RAUM up 37% ($205.9M -> $282.8M). IAPD ↗fund
$282.8M RAUM · 7 reps · 949-522-5604 · revitate.com
50
DURATION CAPITAL PARTNERS LLC — reported RAUM up 26% ($3.34B -> $4.22B). IAPD ↗fund
$4.22B RAUM · 14 reps · (646) 303-7130 · durationcapitalpartners.com
50
SCIENCE & TECHNOLOGY PARTNERS, L.P. — reported RAUM up 37% ($227.3M -> $311.2M). IAPD ↗fund
$311.2M RAUM · 5 reps · 212-306-2600 · sandtpartners.com
49
BALCH HILL CAPITAL — reported RAUM up 34% ($238.9M -> $321.2M). IAPD ↗fund
$321.2M RAUM · 1 reps · 415-474-7055
49
LEPERCQ DE NEUFLIZE ASSET MANAGEMENT LLC — reported RAUM up 34% ($524.6M -> $704.0M). IAPD ↗fund
$704.0M RAUM · 6 reps · 212-698-0700
49
RMWC — reported RAUM up 33% ($519.0M -> $690.4M). IAPD ↗fund
$690.4M RAUM · 6 reps · 917-675-5084 · rmwc.com
49
DME ADVISORS, LP — reported RAUM up 33% ($563.0M -> $749.4M). IAPD ↗fund
$749.4M RAUM · 0 reps · 212-973-1900 · greenlightcapital.com
49
VCFA GROUP — reported RAUM up 32% ($298.2M -> $394.3M). IAPD ↗fund
$394.3M RAUM · 5 reps · 212-838-5577
49
GREENLEA LANE CAPITAL MANAGEMENT LLC — reported RAUM up 31% ($366.1M -> $479.1M). IAPD ↗fund
$479.1M RAUM · 1 reps · 646-450-9248 · greenlealane.com
49
424 CAPITAL, LLC — reported RAUM up 33% ($297.9M -> $396.7M). IAPD ↗fund
$396.7M RAUM · 16 reps · 781-295-4000
49
JUNIPER INVESTMENT COMPANY — reported RAUM up 33% ($288.3M -> $382.3M). IAPD ↗fund
$382.3M RAUM · 6 reps · 212-339-8500 · juniperfunds.com
49
STRATEGIC VALUE BANK PARTNERS LLC — reported RAUM up 31% ($559.3M -> $730.0M). IAPD ↗fund
$730.0M RAUM · 7 reps · 216-282-0704
49
BCK CAPITAL MANAGEMENT LP — reported RAUM up 34% ($193.5M -> $258.8M). IAPD ↗fund
$258.8M RAUM · 3 reps · 203-989-9660
49
ADIT VENTURES MANAGEMENT, LLC — reported RAUM up 32% ($318.4M -> $419.8M). IAPD ↗fund
$419.8M RAUM · 2 reps · (646) 840-4944 · aditventures.com
49
PARKERGALE, LLC — reported RAUM up 33% ($547.3M -> $726.5M). IAPD ↗fund
$726.5M RAUM · 10 reps · 312-698-6300
49
SAF ADVISORS LLC — reported RAUM up 47% ($121.4M -> $178.4M). IAPD ↗fund
$178.4M RAUM · 2 reps · 212-202-2800 · subscribeplatform.com
49
PLATFORM PARTNERS LLC — reported RAUM up 30% ($645.7M -> $840.8M). IAPD ↗fund
$840.8M RAUM · 14 reps · 713-335-2300 · platformllc.com
49
LIQUID CAPITAL MANAGEMENT LLC — reported RAUM up 30% ($255.8M -> $333.7M). IAPD ↗fund
$333.7M RAUM · 5 reps · 707-616-4901 · liquidstock.com
49
MANNA TREE PARTNERS, LLC — reported RAUM up 31% ($563.0M -> $736.6M). IAPD ↗fund
$736.6M RAUM · 8 reps · 970-837-3027
49
KELLY PARK INVESTMENT LLC — reported RAUM up 45% ($128.2M -> $186.2M). IAPD ↗fund
$186.2M RAUM · 3 reps · 212 710 4111 · kellyparkcapital.com
49
WATCHTOWER ADVISORS, LP — reported RAUM up 31% ($231.4M -> $302.6M). IAPD ↗fund
$302.6M RAUM · 4 reps · 203-413-8793
49
KANAME CAPITAL, L.P. — reported RAUM up 47% ($137.5M -> $201.7M). IAPD ↗fund
$201.7M RAUM · 4 reps · 617-841-7705 · kanamecapital.com
49
RADIAL EQUITY PARTNERS LP — reported RAUM up 34% ($590.4M -> $790.3M). IAPD ↗fund
$790.3M RAUM · 15 reps · 212-551-4600 · radialequity.com
49
ANABRANCH CAPITAL MANAGEMENT, LP — reported RAUM up 32% ($241.6M -> $319.0M). IAPD ↗fund
$319.0M RAUM · 2 reps · 646-568-4770 · anabranchcap.com
49
RIVERMONT CAPITAL MANAGEMENT LP — reported RAUM up 31% ($315.8M -> $413.5M). IAPD ↗fund
$413.5M RAUM · 3 reps · 212-970-0070
49
PRMIM — reported RAUM up 35% ($707.6M -> $955.0M). IAPD ↗fund
$955.0M RAUM · 5 reps · 215-360-3800 · prmortgageinvestment.com
49
RED ARTS CAPITAL MANAGEMENT, LLC — reported RAUM up 33% ($280.3M -> $373.4M). IAPD ↗fund
$373.4M RAUM · 13 reps · 312-678-4251
49
GOODLANDER INVESTMENT MANAGEMENT, LLC — reported RAUM up 30% ($248.9M -> $324.1M). IAPD ↗fund
$324.1M RAUM · 3 reps · 254-716-6313 · goodlanderim.com
49
SOLIDARITY CAPITAL MANAGEMENT, LLC — reported RAUM up 49% ($66.7M -> $99.4M). IAPD ↗fund
$99.4M RAUM · 3 reps · 385-374-1665
49
EXCOLERE EQUITY PARTNERS, LLC — reported RAUM up 32% ($190.0M -> $251.6M). IAPD ↗fund
$251.6M RAUM · 8 reps · 310-424-4700 · excolerepartners.com
49
ACCORDANT INVESTMENTS LLC — reported RAUM up 46% ($35.6M -> $52.2M). IAPD ↗fund
$52.2M RAUM · 4 reps · 602-609-2193 · accordantinvestments.com
48
OPPENHEIMERFUNDS INC — reported RAUM up 29% ($197.0M -> $253.9M). IAPD ↗fund
$253.9M RAUM · 0 reps · 212-323-0200
48
BIGLARI CAPITAL CORP. — reported RAUM up 26% ($744.7M -> $935.0M). IAPD ↗fund
$935.0M RAUM · 1 reps · 210-344-3400
48
PASSPORT CAPITAL, LLC — reported RAUM up 25% ($276.5M -> $346.0M). IAPD ↗fund
$346.0M RAUM · 5 reps · 415-321-4600 · nimblepartners.vc
48
M3F, INC. — reported RAUM up 25% ($612.2M -> $766.2M). IAPD ↗fund
$766.2M RAUM · 5 reps · 202-246-9200 · m3funds.com
48
CP CAPITAL (US) PARTNERS LP — reported RAUM up 26% ($302.9M -> $382.3M). IAPD ↗fund
$382.3M RAUM · 5 reps · 212-843-6100
48
MILLENNIUM BRIDGE CAPITAL — reported RAUM up 29% ($572.0M -> $738.5M). IAPD ↗fund
$738.5M RAUM · 9 reps · 303-454-5453 · millenniumbridge.com
48
PRESIDIO INVESTORS LLC — reported RAUM up 27% ($778.3M -> $984.8M). IAPD ↗fund
$984.8M RAUM · 7 reps · 512-772-1725 · presidioinvestors.com
48
ARISTIDES CAPITAL LLC — reported RAUM up 25% ($377.9M -> $472.8M). IAPD ↗fund
$472.8M RAUM · 5 reps · 502-419-2956 · aristidescapital.com
48
ALMITAS CAPITAL LLC — reported RAUM up 26% ($783.7M -> $985.7M). IAPD ↗fund
$985.7M RAUM · 8 reps · 310-573-4343 · almitascap.com
48
MYDA ADVISORS LLC — reported RAUM up 26% ($525.2M -> $659.6M). IAPD ↗fund
$659.6M RAUM · 7 reps · 516-400-9757
48
LATTICEWORK CAPITAL MANAGEMENT LLC — reported RAUM up 29% ($521.2M -> $671.4M). IAPD ↗fund
$671.4M RAUM · 10 reps · 917-676-6742 · latticeworkcapital.com
48
NIGHTVIEW CAPITAL, LLC — reported RAUM up 40% ($109.9M -> $154.2M). IAPD ↗fund
$154.2M RAUM · 4 reps · (866) 666-7156 · nightviewcapital.com
48
RECIPROCAL VENTURE MANAGEMENT, L.L.C. — reported RAUM up 44% ($139.8M -> $201.1M). IAPD ↗fund
$201.1M RAUM · 4 reps · 347-829-4951
48
PARALLAXES CAPITAL — reported RAUM up 28% ($389.1M -> $499.5M). IAPD ↗fund
$499.5M RAUM · 1 reps · 217-255-3906 · plxcap.com
48
INNOVAHEALTH PARTNERS — reported RAUM up 26% ($213.2M -> $269.0M). IAPD ↗fund
$269.0M RAUM · 5 reps · 212-652-3550
48
ACE & COMPANY NEW YORK, INC. — reported RAUM up 42% ($36.8M -> $52.0M). IAPD ↗fund
$52.0M RAUM · 4 reps · 212-220-2777 · aceandcompany.com
48
ALIGN PRIVATE CAPITAL — reported RAUM up 41% ($125.3M -> $176.8M). IAPD ↗fund
$176.8M RAUM · 5 reps · 917-365-9073 · alignprivatecapital.com
48
ID FUNDS ADVISOR LLC — reported RAUM up 30% ($213.0M -> $276.8M). IAPD ↗fund
$276.8M RAUM · 2 reps · (561) 462-1200
48
KEYFRAME CAPITAL PARTNERS, L.P. — reported RAUM up 26% ($684.4M -> $864.2M). IAPD ↗fund
$864.2M RAUM · 9 reps · 212.380.5800
48
KANBRICK LLC — reported RAUM up 25% ($223.3M -> $280.1M). IAPD ↗fund
$280.1M RAUM · 6 reps · 872-225-2249
48
MATTERHORN CAPITAL ADVISORS, LLC — reported RAUM up 28% ($259.5M -> $331.4M). IAPD ↗fund
$331.4M RAUM · 9 reps · 610-940-5303 · matterhorncapitalpartners.com
48
STRIDE CONSUMER — reported RAUM up 27% ($535.3M -> $678.8M). IAPD ↗fund
$678.8M RAUM · 16 reps · (781) 208-7375 · strideconsumer.com
48
LW CAPITAL MANAGEMENT, LLC — reported RAUM up 42% ($63.9M -> $90.6M). IAPD ↗fund
$90.6M RAUM · 1 reps · 917-306-0461
48
MACHINE INVESTMENT GROUP, LP — reported RAUM up 28% ($356.7M -> $455.3M). IAPD ↗fund
$455.3M RAUM · 10 reps · 917-970-0313 · machineinv.com
48
IRON PATH CAPITAL, L.P. — reported RAUM up 25% ($357.2M -> $447.1M). IAPD ↗fund
$447.1M RAUM · 18 reps · 434-257-3288
48
HUDSON HILL CAPITAL MANAGEMENT, LLC — reported RAUM up 25% ($379.3M -> $474.3M). IAPD ↗fund
$474.3M RAUM · 5 reps · (212) 551-4690 · hudsonhillcapital.com
48
ARCHER VENTURE CAPITAL MANAGEMENT LLC — reported RAUM up 29% ($221.1M -> $285.6M). IAPD ↗fund
$285.6M RAUM · 6 reps · 310-916-9599 · archervc.com
48
NEXA EQUITY LLC — reported RAUM up 29% ($575.0M -> $740.4M). IAPD ↗fund
$740.4M RAUM · 9 reps · 415-295-4636
48
TERRAMONT INFRASTRUCTURE MANAGEMENT LLC — reported RAUM up 42% ($113.8M -> $161.2M). IAPD ↗fund
$161.2M RAUM · 4 reps · 212-572-6469 · terramontinfra.com
48
K FUND CAPITAL MANAGEMENT, LLC — reported RAUM up 29% ($265.5M -> $342.1M). IAPD ↗fund
$342.1M RAUM · 1 reps · (310) 663-9090 · thekfund.com
48
HVPF MANAGER II, LLC — reported RAUM up 29% ($333.6M -> $430.0M). IAPD ↗fund
$430.0M RAUM · 40 reps · 917-398-4100 · hudsonvalleypropertygroup.com
48
HUMBLE GROWTH — reported RAUM up 27% ($316.1M -> $402.5M). IAPD ↗fund
$402.5M RAUM · 8 reps · 212-220-1588 · humblegrowth.com
48
RIPOSTE CAPITAL LLC — reported RAUM up 27% ($390.1M -> $494.1M). IAPD ↗fund
$494.1M RAUM · 5 reps · (646) 802-6330 · ripostecapital.org
48
BORDERLESS MANAGEMENT LLC — reported RAUM up 28% ($339.6M -> $435.0M). IAPD ↗fund
$435.0M RAUM · 15 reps · 650-412-9447 · borderlesscapital.io
48
JAFFA CAPITAL MANAGEMENT LLC — reported RAUM up 42% ($155.2M -> $220.0M). IAPD ↗fund
$220.0M RAUM · 3 reps · 216-245-1231 · jaffamanagement.com
48
BRACCO ASSET MANAGEMENT — reported RAUM up 29% ($276.2M -> $355.2M). IAPD ↗fund
$355.2M RAUM · 5 reps · (646) 989-4040
48
CUTTER CAPITAL MANAGEMENT — reported RAUM up 27% ($387.2M -> $493.4M). IAPD ↗fund
$493.4M RAUM · 5 reps · 646-989-4200
48
FALCONPOINT CAPITAL PARTNERS LLC — reported RAUM up 27% ($553.0M -> $700.2M). IAPD ↗fund
$700.2M RAUM · 6 reps · 212-301-7601 · falconpointpartners.com
48
MERCER ADVISORS PRIVATE ASSET MANAGEMENT, INC. — reported RAUM up 44% ($41.0M -> $59.0M). IAPD ↗fund
$59.0M RAUM · 2 reps · 888-885-8101
48
CORDOBA CAPITAL PARTNERS, LLC — reported RAUM up 43% ($55.3M -> $78.9M). IAPD ↗fund
$78.9M RAUM · 6 reps · 917-746-4806 · cordobacapital.co
48
WALK-ON CAPITAL, LLC — reported RAUM up 42% ($100.1M -> $142.3M). IAPD ↗fund
$142.3M RAUM · 3 reps · 970-948-2311 · walk-oncapital.com
47
CANNON GLOBAL INVESTMENT MANAGEMENT, LLC — reported RAUM up 38% ($76.3M -> $105.5M). IAPD ↗fund
$105.5M RAUM · 2 reps · 754-216-9588 · cannonfund.com
47
BARRIER CAPITAL MANAGEMENT, LLC — reported RAUM up 37% ($91.0M -> $125.0M). IAPD ↗fund
$125.0M RAUM · 1 reps · 650-380-1475 · barriercap.com
47
HESTIA CAPITAL MANAGEMENT, LLC — reported RAUM up 36% ($96.8M -> $131.9M). IAPD ↗fund
$131.9M RAUM · 1 reps · (878)217-4800
47
MCKINNEY CAPITAL, LLC — reported RAUM up 36% ($111.1M -> $150.8M). IAPD ↗fund
$150.8M RAUM · 3 reps · (205) 697-1837 · mckinneycapital.net
47
1819 PARTNERS — reported RAUM up 36% ($156.4M -> $213.1M). IAPD ↗fund
$213.1M RAUM · 3 reps · 901-820-0515 · 1819partners.com
47
TRIANGLE INVESTMENT MANAGEMENT, LLC — reported RAUM up 36% ($128.0M -> $174.0M). IAPD ↗fund
$174.0M RAUM · 8 reps · 646-346-8871
47
DV CAPITAL ADVISORS, LLC — reported RAUM up 37% ($109.2M -> $149.7M). IAPD ↗fund
$149.7M RAUM · 3 reps · 312-663-7111
46
R.G. NIEDERHOFFER CAPITAL MANAGEMENT, INC. — reported RAUM up 32% ($36.5M -> $48.0M). IAPD ↗fund
$48.0M RAUM · 10 reps · 212-245-0400 · niederhoffer.com
46
THE CIRCUMFERENCE GROUP LLC — reported RAUM up 31% ($187.3M -> $244.7M). IAPD ↗fund
$244.7M RAUM · 14 reps · 501-492-8411 · circumferencegroup.com
46
ATEGRA CAPITAL MANAGEMENT, LLC — reported RAUM up 31% ($117.3M -> $153.1M). IAPD ↗fund
$153.1M RAUM · 4 reps · 703-564-9131 · ategracapital.com
46
PLUSTICK MANAGEMENT LLC — reported RAUM up 32% ($149.5M -> $197.0M). IAPD ↗fund
$197.0M RAUM · 3 reps · 434-977-9229 · plustickpartners.com
46
COPPERPLATE CAPITAL LLC — reported RAUM up 32% ($158.0M -> $208.2M). IAPD ↗fund
$208.2M RAUM · 2 reps · (650) 275-4313 · copperplatecapital.com
46
CALLAWAY CAPITAL MANAGEMENT, LLC — reported RAUM up 34% ($129.8M -> $174.2M). IAPD ↗fund
$174.2M RAUM · 3 reps · 202-866-0901 · callawaycap.com
46
OUTFITTER ENERGY MANAGEMENT, LLC — reported RAUM up 32% ($149.4M -> $197.3M). IAPD ↗fund
$197.3M RAUM · 3 reps · 281-402-8174
46
MUIRFIELD CAPITAL GLOBAL ADVISORS LLC — reported RAUM up 33% ($46.3M -> $61.4M). IAPD ↗fund
$61.4M RAUM · 3 reps · 212-332-2500 · muirfieldcap.com
46
LAKE WHILLANS CAPITAL PARTNERS LLC — reported RAUM up 31% ($187.3M -> $246.1M). IAPD ↗fund
$246.1M RAUM · 4 reps · (646) 389-1032 · lakewhillans.com
46
HEALTHPOINTCAPITAL MANAGEMENT, LLC — reported RAUM up 35% ($181.0M -> $244.3M). IAPD ↗fund
$244.3M RAUM · 6 reps · 212-935-7780 · healthpointcapital.com
46
FORSYTH STREET ASSET MANAGEMENT LLC — reported RAUM up 35% ($179.1M -> $241.0M). IAPD ↗fund
$241.0M RAUM · 3 reps · 212-697-1640 · forsythstreet.com
46
KELSON ASSET MANAGEMENT LLC — reported RAUM up 31% ($173.1M -> $226.5M). IAPD ↗fund
$226.5M RAUM · 2 reps · 917-691-8007
46
COASTAL INVESTMENT COMPANY, LLC — reported RAUM up 32% ($161.3M -> $212.9M). IAPD ↗fund
$212.9M RAUM · 8 reps · 888-411-2280 · coastalinvestmentco.com
46
DAUNTLESS CAPITAL PARTNERS LLC — reported RAUM up 32% ($176.8M -> $232.9M). IAPD ↗fund
$232.9M RAUM · 7 reps · 202-656-1250 · dauntlesscapital.com
46
PALMER SQUARE PRIVATE CREDIT MANAGEMENT LLC — reported RAUM up 31% ($57.1M -> $75.1M). IAPD ↗fund
$75.1M RAUM · 33 reps · 816-994-3200 · palmersquarefunds.com
46
OUTERLANDS CAPITAL MANAGEMENT, LLC — reported RAUM up 34% ($36.3M -> $48.6M). IAPD ↗fund
$48.6M RAUM · 5 reps · 201-588-6067 · outerlands.io
46
ARAVALLI CAPITAL MANAGEMENT LP — reported RAUM up 35% ($106.5M -> $143.4M). IAPD ↗fund
$143.4M RAUM · 4 reps · 212-680-4950 · aravallicap.com
46
CONGRUENCE CAPITAL, PB LLC — reported RAUM up 32% ($94.4M -> $124.3M). IAPD ↗fund
$124.3M RAUM · 3 reps · 213-757-8220 · congruencecapital.com
45
DWS INTERNATIONAL GMBH — reported RAUM up 297% ($44.97B -> $178.52B). IAPD ↗foreign
$178.52B RAUM · 71 reps · 49 69 910 12371
45
WAZEE STREET CAPITAL MANAGEMENT LLC — reported RAUM up 29% ($145.9M -> $187.8M). IAPD ↗fund
$187.8M RAUM · 3 reps · 303-645-9300 · wazeestreetcapital.com
45
RATAN CAPITAL MANAGEMENT, LP — reported RAUM up 28% ($153.1M -> $196.1M). IAPD ↗fund
$196.1M RAUM · 2 reps · 917-697-3008
45
GAGNON ADVISORS — reported RAUM up 28% ($141.9M -> $181.1M). IAPD ↗fund
$181.1M RAUM · 6 reps · 212-554-5060
45
CARRHAE CAPITAL — reported RAUM up 87% ($1.76B -> $3.30B). IAPD ↗foreign
$3.30B RAUM · 10 reps · +44 203 205 4850 · carrhaecap.com
45
CHINA ASSET MANAGEMENT (HONG KONG) LIMITED — reported RAUM up 78% ($7.17B -> $12.75B). IAPD ↗foreign
$12.75B RAUM · 16 reps · 852-3406-8688
45
AEGON ASSET MANAGEMENT UK PLC — reported RAUM up 1980% ($2.09B -> $43.37B). IAPD ↗foreign
$43.37B RAUM · 71 reps · +44 7780932104
45
ROSENWALD CAPITAL MANAGEMENT, INC. — reported RAUM up 30% ($168.5M -> $218.5M). IAPD ↗fund
$218.5M RAUM · 1 reps · 310-318-9000
45
ARCA INVESTMENT MANAGEMENT, LLC — reported RAUM up 26% ($193.8M -> $243.2M). IAPD ↗fund
$243.2M RAUM · 14 reps · (424) 400-7444
45
NORTH OF SOUTH CAPITAL LLP — reported RAUM up 131% ($1.68B -> $3.88B). IAPD ↗foreign
$3.88B RAUM · 8 reps · + 44 207 152 6061 · northofsouth.com
45
GAOTENG GLOBAL ASSET MANAGEMENT LIMITED — reported RAUM up 187% ($2.23B -> $6.39B). IAPD ↗foreign
$6.39B RAUM · 14 reps · +852 3892 8900
45
TRIUM CAPITAL LLP — reported RAUM up 79% ($2.13B -> $3.81B). IAPD ↗foreign
$3.81B RAUM · 25 reps · +44 20 7073 9250 · trium-capital.com
45
FOREPONT CAPITAL LLC — reported RAUM up 26% ($77.8M -> $97.7M). IAPD ↗fund
$97.7M RAUM · 6 reps · 917-209-5589 · forepont.com
45
VIZCAYA CAPITAL PARTNERS LLC — reported RAUM up 30% ($87.9M -> $114.2M). IAPD ↗fund
$114.2M RAUM · 5 reps · 305-602-5725
45
GLOBAL DELTA CAPITAL, LLC — reported RAUM up 30% ($111.0M -> $144.0M). IAPD ↗fund
$144.0M RAUM · 2 reps · 617-430-5460 · globaldeltacapital.com
45
TRINITY CAPITAL ADVISER LLC — reported RAUM up 25% ($60.0M -> $75.2M). IAPD ↗fund
$75.2M RAUM · 61 reps · 480-374-5350
45
EMBLEM GROUP, L.P. — reported RAUM up 29% ($191.9M -> $248.1M). IAPD ↗fund
$248.1M RAUM · 5 reps · 781-208-2409 · emblem.investments
45
TAULA CAPITAL MANAGEMENT (UK) LLP — reported RAUM up 111% ($75.87B -> $160.37B). IAPD ↗foreign
$160.37B RAUM · 20 reps · 44 20 4570 2067
45
TAULA CAPITAL MANAGEMENT (US) LLC — reported RAUM up 111% ($75.87B -> $160.37B). IAPD ↗foreign
$160.37B RAUM · 8 reps · 44-20-4570-2067 · taulacapital.com
45
TAULA CAPITAL MANAGEMENT (JERSEY) LIMITED — reported RAUM up 111% ($75.87B -> $160.37B). IAPD ↗foreign
$160.37B RAUM · 3 reps · 44-20-4570-2067 · taulacapital.com
43
APEX INVESTMENTS MANAGEMENT, S.A. — reported RAUM up 108% ($134.3M -> $279.5M). IAPD ↗foreign
$279.5M RAUM · 7 reps · -22576055 · apexcapitalpe.com
42
HILLSDALE INVESTMENT MANAGEMENT INC. — reported RAUM up 60% ($2.79B -> $4.46B). IAPD ↗foreign
$4.46B RAUM · 29 reps · 416-913-3900
42
KAISER PARTNER FINANCIAL ADVISORS LTD. — reported RAUM up 74% ($563.9M -> $981.7M). IAPD ↗foreign
$981.7M RAUM · 5 reps · +41 44 752 51 52
40
HYPOSWISS ADVISORS SA — crossed $500M in regulatory AUM ($469.3M -> $597.1M). IAPD ↗foreign
$597.1M RAUM · 4 reps · +41 22 310 7640 · hyposwissadvisors.ch
40
TB ALTERNATIVE ASSETS LTD. — crossed $500M in regulatory AUM ($445.6M -> $541.0M). IAPD ↗foreign
$541.0M RAUM · 8 reps · +1 345 949 8066
40
GRATICULE ASIA MACRO ADVISORS LLC — crossed $500M in regulatory AUM ($270.6M -> $682.3M). IAPD ↗foreign
$682.3M RAUM · 9 reps · 65-6671-2500 · gama.com
40
RV CAPITAL — crossed $500M in regulatory AUM ($485.8M -> $692.8M). IAPD ↗foreign
$692.8M RAUM · 2 reps · 011-41-41-5114687 · rvcapital.ch
40
AZTLAN EQUITY MANAGEMENT, LLC — crossed $500M in regulatory AUM ($290.0M -> $582.9M). IAPD ↗foreign
$582.9M RAUM · 1 reps · 01-703-47-8020 · aztlanem.com
40
TREZ CAPITAL FUND MANAGEMENT LIMITED PARTNERSHIP — crossed $500M in regulatory AUM ($415.7M -> $515.4M). IAPD ↗foreign
$515.4M RAUM · 6 reps · 604-689-0821 · trezcapital.com
40
GRATICULE ASSET MANAGEMENT ASIA PTE. LTD. — crossed $500M in regulatory AUM ($270.6M -> $682.3M). IAPD ↗foreign
$682.3M RAUM · 9 reps · 65-6671-2500 · gama.com
40
NYMBUS CAPITAL INC. — crossed $500M in regulatory AUM ($432.5M -> $664.0M). IAPD ↗foreign
$664.0M RAUM · 9 reps · 1-514-985-1138 · nymbus.ca
40
KINGS COURT CAPITAL PTE. LTD — crossed $500M in regulatory AUM ($420.2M -> $512.9M). IAPD ↗foreign
$512.9M RAUM · 5 reps · +65 6978 6507
40
POTENTUM PARTNERS, L.P. — crossed $500M in regulatory AUM ($462.1M -> $502.1M). IAPD ↗foreign
$502.1M RAUM · 5 reps · +61 488 221 334 · potentumpartners.com
40
PREVATT CAPITAL LTD — crossed $500M in regulatory AUM ($416.7M -> $517.3M). IAPD ↗foreign
$517.3M RAUM · 5 reps · 646 652 0738 · prevattcapital.com
40
NINE MASTS CAPITAL ADVISERS LLC — crossed $500M in regulatory AUM ($100.0M -> $508.7M). IAPD ↗foreign
$508.7M RAUM · 1 reps · 85228689973 · ninemasts.com
40
ACADIAN ASSET MANAGEMENT — crossed $500M in regulatory AUM ($494.7M -> $557.5M). IAPD ↗foreign
$557.5M RAUM · 2 reps · +65 6508 2200 · acadian-asset.com
40
NAVALFA ACTIVOS ALTERNATIVOS — reported RAUM up 171% ($12.9M -> $34.9M). IAPD ↗foreign
$34.9M RAUM · 3 reps · 52 55 3701 6429
40
AISA INTERNATIONAL — reported RAUM up 439% ($21.0M -> $113.4M). IAPD ↗foreign
$113.4M RAUM · 1 reps · 0044-1672-569966
40
RAISON ASSET MANAGEMENT — reported RAUM up 266% ($55.6M -> $203.5M). IAPD ↗foreign
$203.5M RAUM · 5 reps · +372 6600288 · wealth.raison.app
40
BRIGHTSTONE CAPITAL MANAGEMENT, LLC — reported RAUM up 143% ($12.6M -> $30.5M). IAPD ↗foreign
$30.5M RAUM · 1 reps · 1 (740) 409-8235
40
CAIN INTERNATIONAL ADVISERS LIMITED — reported RAUM up 51% ($3.09B -> $4.67B). IAPD ↗foreign
$4.67B RAUM · 75 reps · 44 (0)20 7569 9000 · cainint.com
40
T. ROWE PRICE JAPAN, INC. — reported RAUM up 51% ($19.81B -> $29.90B). IAPD ↗foreign
$29.90B RAUM · 29 reps · 81 3 6758 3800 · troweprice.com
40
MODUM ASSET MANAGEMENT LLC — reported RAUM up 242% ($50.6M -> $172.9M). IAPD ↗foreign
$172.9M RAUM · 4 reps · (332) 261-7382 · modumam.com
40
AMBERLAKE PARTNERS SAM — reported RAUM up 97% ($29.0M -> $57.2M). IAPD ↗foreign
$57.2M RAUM · 3 reps · 37792001710 · amberlakepartners.com
39
HSBC GLOBAL ASSET MANAGEMENT (HONG KONG) LIMITED — reported RAUM up 47% ($87.57B -> $128.35B). IAPD ↗foreign
$128.35B RAUM · 104 reps · 852-2284-1111
39
ANALYST PORTFOLIO MANAGEMENT LTD. — reported RAUM up 45% ($1.03B -> $1.50B). IAPD ↗foreign
$1.50B RAUM · 21 reps · 972-3-7147147 · analyst.co.il
39
ASTIGNES CAPITAL ASIA PTE. LTD. — reported RAUM up 48% ($1.14B -> $1.69B). IAPD ↗foreign
$1.69B RAUM · 20 reps · +(65) 6622 8288 · astignes.com
39
OCEANIC INVESTMENT MANAGEMENT LIMITED — reported RAUM up 71% ($116.1M -> $198.7M). IAPD ↗foreign
$198.7M RAUM · 6 reps · +44 1624 663616 · oceanicim.com
39
PGIM PRIVATE ALTERNATIVES (UK) LIMITED — reported RAUM up 47% ($3.00B -> $4.40B). IAPD ↗foreign
$4.40B RAUM · 47 reps · +44 (0) 207 766 2400
39
JPMORGAN ASSET MANAGEMENT (ASIA PACIFIC) LIMITED — reported RAUM up 48% ($85.54B -> $126.66B). IAPD ↗foreign
$126.66B RAUM · 66 reps · 852-2800-2800
38
POLUS CAPITAL MANAGEMENT LIMITED — reported RAUM up 41% ($4.28B -> $6.05B). IAPD ↗foreign
$6.05B RAUM · 40 reps · 44-20-7259-4800 · poluscapital.com
38
KEYWISE CAPITAL MANAGEMENT (HK) LIMITED — reported RAUM up 43% ($1.43B -> $2.05B). IAPD ↗foreign
$2.05B RAUM · 8 reps · +852 2815 7991 · keywisecapital.com
38
BLUECOVE LIMITED — reported RAUM up 41% ($7.87B -> $11.11B). IAPD ↗foreign
$11.11B RAUM · 20 reps · 44 (0) 203 146 1500 · bluecove.com
37
CSOP ASSET MANAGEMENT LIMITED — reported RAUM up 38% ($13.71B -> $18.91B). IAPD ↗foreign
$18.91B RAUM · 21 reps · 852 3406-5652
37
SERONE CAPITAL MANAGEMENT LLP — reported RAUM up 39% ($2.00B -> $2.78B). IAPD ↗foreign
$2.78B RAUM · 15 reps · 44 20 3405 7350 · seronecapital.com
37
EATON VANCE ADVISERS INTERNATIONAL LTD. — reported RAUM up 39% ($25.78B -> $35.94B). IAPD ↗foreign
$35.94B RAUM · 62 reps · 44 (0) 203 207 1900
37
ALPEN PARTNERS INTERNATIONAL AG — reported RAUM up 36% ($1.03B -> $1.39B). IAPD ↗foreign
$1.39B RAUM · 32 reps · 0041581057550 · alpeninternational.com
37
BW ASSET MANAGEMENT LTD — reported RAUM up 62% ($83.9M -> $135.9M). IAPD ↗foreign
$135.9M RAUM · 22 reps · +1 3457438805
37
CONVERIUM CAPITAL INC. — reported RAUM up 46% ($521.4M -> $762.0M). IAPD ↗foreign
$762.0M RAUM · 5 reps · 514-418-0201
37
ARINI CAPITAL MANAGEMENT LIMITED — reported RAUM up 35% ($13.07B -> $17.66B). IAPD ↗foreign
$17.66B RAUM · 30 reps · +44 (0) 204 571 0034 · arini.com
36
HSBC GLOBAL ASSET MANAGEMENT (UK) LIMITED — reported RAUM up 31% ($160.70B -> $210.25B). IAPD ↗foreign
$210.25B RAUM · 195 reps · 44 207 992 4172 · globalliquidity.hsbc.com
36
BROWN ADVISORY LTD. — reported RAUM up 33% ($14.64B -> $19.41B). IAPD ↗foreign
$19.41B RAUM · 30 reps · 44 203-301-8130
36
COMPLUS ASSET MANAGEMENT LIMITED — reported RAUM up 32% ($4.07B -> $5.35B). IAPD ↗foreign
$5.35B RAUM · 8 reps · +852 2868 1686 · complusam.com
36
ZENTIFIC INVESTMENT MANAGEMENT LIMITED — reported RAUM up 35% ($1.01B -> $1.36B). IAPD ↗foreign
$1.36B RAUM · 5 reps · 852-3163-8177 · zentific-im.com
36
AXIOM ALTERNATIVE INVESTMENTS — reported RAUM up 32% ($1.67B -> $2.21B). IAPD ↗foreign
$2.21B RAUM · 6 reps · 330144694390 · axiom-ai.com
36
FARRINGDON ASSET MANAGEMENT PTE LTD — reported RAUM up 44% ($237.5M -> $341.2M). IAPD ↗foreign
$341.2M RAUM · 11 reps · -65316115 · farringdon.com.sg
36
NORTHWALL CAPITAL LLP — reported RAUM up 32% ($1.24B -> $1.64B). IAPD ↗foreign
$1.64B RAUM · 8 reps · 44 203 848 5335 · northwallcap.com
36
KKR CREDIT ADVISORS (SINGAPORE) PTE. LTD. — reported RAUM up 33% ($3.09B -> $4.12B). IAPD ↗foreign
$4.12B RAUM · 9 reps · 65-69225800 · kkcaustralia.com.au
36
COMPLUS ASSET MANAGEMENT (SINGAPORE) PTE. LTD. — reported RAUM up 32% ($4.07B -> $5.35B). IAPD ↗foreign
$5.35B RAUM · 5 reps · 6566225440 · complusam.com
36
ROOT CAPITAL - GESTÃO DE RECURSOS LTDA. — reported RAUM up 40% ($514.3M -> $721.5M). IAPD ↗foreign
$721.5M RAUM · 11 reps · 55 11 5116 1900 · rootcapital.com.br
36
COMPLUS ASSET MANAGEMENT (UK) LIMITED — reported RAUM up 32% ($4.07B -> $5.35B). IAPD ↗foreign
$5.35B RAUM · 4 reps · -787159 · complusam.com
35
WINTON CAPITAL MANAGEMENT LTD. — reported RAUM up 29% ($7.85B -> $10.14B). IAPD ↗foreign
$10.14B RAUM · 35 reps · 44-20-8576-5800
35
TREE LINE MANAGEMENT — reported RAUM up 26% ($1.11B -> $1.40B). IAPD ↗foreign
$1.40B RAUM · 7 reps · 852-2106-0188 · treelineim.com
35
NAPIER PARK GLOBAL CAPITAL LTD — reported RAUM up 27% ($5.14B -> $6.55B). IAPD ↗foreign
$6.55B RAUM · 12 reps · 011-44-207-866-4772 · napierparkglobal.com
35
BLACKROCK ASSET MANAGEMENT SCHWEIZ AG — reported RAUM up 28% ($1.27B -> $1.62B). IAPD ↗foreign
$1.62B RAUM · 21 reps · 41 44 297 7373
35
BLACKROCK (SINGAPORE) LIMITED — reported RAUM up 30% ($50.66B -> $65.60B). IAPD ↗foreign
$65.60B RAUM · 112 reps · 65 6411 3000
35
TANAGER WEALTH MANAGEMENT — reported RAUM up 25% ($1.01B -> $1.26B). IAPD ↗foreign
$1.26B RAUM · 13 reps · 020 3965 6330
35
REDWHEEL — reported RAUM up 30% ($10.18B -> $13.23B). IAPD ↗foreign
$13.23B RAUM · 38 reps · 44 20 7227 6000
35
BOSERA ASSET MANAGEMENT (INTERNATIONAL) CO., LIMITED — reported RAUM up 26% ($10.82B -> $13.60B). IAPD ↗foreign
$13.60B RAUM · 17 reps · 852-2537-6658 · bosera.com.hk
35
GORDIAN CAPITAL SINGAPORE PRIVATE LIMITED — reported RAUM up 29% ($11.89B -> $15.30B). IAPD ↗foreign
$15.30B RAUM · 22 reps · 65 6597 6680 · gordian-capital.com
35
DAWSON PARTNERS — reported RAUM up 28% ($14.43B -> $18.42B). IAPD ↗foreign
$18.42B RAUM · 80 reps · 647-925-1284
35
HMOUNT ASSET MANAGEMENT (HK) LIMITED — reported RAUM up 38% ($207.4M -> $286.5M). IAPD ↗foreign
$286.5M RAUM · 2 reps · (852) 2293 2215/ 2293 2216
34
BROOKLANDS — reported RAUM up 33% ($633.5M -> $844.5M). IAPD ↗foreign
$844.5M RAUM · 2 reps · 44 (0)20 7291 8166 · brooklandsfund.com
33
BELVOIR WEALTH MANAGEMENT AG — reported RAUM up 28% ($224.3M -> $286.8M). IAPD ↗foreign
$286.8M RAUM · 3 reps · 41-43-244-7550
30
STYLUS CAPITAL LLC — reported RAUM up 26% ($48.1M -> $60.7M). IAPD ↗foreign
$60.7M RAUM · 1 reps · +90 536 433 84 66 · styluscapital.com
30
ETNA CAPITAL — reported RAUM up 25% ($83.3M -> $104.3M). IAPD ↗foreign
$104.3M RAUM · 7 reps · 85237579745 · etnalabs.co

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.