Portfolio / reporting / TAMP — April 2026

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

3548 firms opened this window in the April 2026 SEC roster: 2303 aum up, 522 aum crossed 500m, 458 aum crossed 1b, 170 new registration, 60 pending approved, 35 wrap program started.

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

CERTIS CAPITAL MANAGEMENT, INC. — (SANTA BARBARA, CA) is newly SEC-registered with $255.9M RAUM and 3 advisory reps. IAPD ↗

$255.9M RAUM · 3 reps · (805) 965-0509 · certiscapital.com

PLANGUIDE FINANCIAL — (SOUTHLAKE, TX) is newly SEC-registered with $277.2M RAUM and 2 advisory reps. IAPD ↗

$277.2M RAUM · 2 reps · 775-379-9729 · planguidefinancial.com

SAGE TRADING COLLECTIVE — (location n/a) is newly SEC-registered with $505.0M RAUM and 1 advisory reps. IAPD ↗

$505.0M RAUM · 1 reps · 419-350-8981 · sagetradingcollective.com

LASALLE INVESTMENT ADVISORS, INC. — (PEWAUKEE, WI) is newly SEC-registered with $133.6M RAUM and 5 advisory reps. IAPD ↗

$133.6M RAUM · 5 reps · 262-650-1099

CARDENAS ASSET MANAGEMENT, LLC — (location n/a) is newly SEC-registered with $149.3M RAUM and 1 advisory reps. IAPD ↗

$149.3M RAUM · 1 reps · 3129720277

ALLRIDGE WEALTH MANAGEMENT, INC — (ASHBURN, VA) is newly SEC-registered with $103.3M RAUM and 2 advisory reps. IAPD ↗

$103.3M RAUM · 2 reps · 703-840-5500 · allridgewealth.com

CLASSIC FINANCIAL — (WESTLAKE VILLAGE, CA) is newly SEC-registered with $151.6M RAUM and 1 advisory reps. IAPD ↗

$151.6M RAUM · 1 reps · 805-230-2430

GVS FINANCIAL GROUP, INC. — (location n/a) is newly SEC-registered with $118.0M RAUM and 1 advisory reps. IAPD ↗

$118.0M RAUM · 1 reps · 516-507-7955

KALEEL INVESTMENT ADVISORS, LLC — (BOSTON, MA) is newly SEC-registered with $145.4M RAUM and 2 advisory reps. IAPD ↗

$145.4M RAUM · 2 reps · 617-338-8747 · kaleelcompany.com

PURPOSEFUL FINANCIAL AND LEGACY PLANNING — (location n/a) is newly SEC-registered with $107.1M RAUM and 1 advisory reps. IAPD ↗

$107.1M RAUM · 1 reps · 970-443-1873

OAK STREET ADVISORS — (MYRTLE BEACH, SC) is newly SEC-registered with $126.2M RAUM and 2 advisory reps. IAPD ↗

$126.2M RAUM · 2 reps · 843-946-9868 · oakadvisors.com

NORTHFORT FINANCIAL, LLC — (location n/a) is newly SEC-registered with $118.6M RAUM and 3 advisory reps. IAPD ↗

$118.6M RAUM · 3 reps · 419-636-2020 · northfortfinancial.com

NAVIGO WEALTH MANAGEMENT, LLC — (location n/a) is newly SEC-registered with $129.9M RAUM and 6 advisory reps. IAPD ↗

$129.9M RAUM · 6 reps · 281-804-4392

ZUCKERMAN CAPITAL MANAGEMENT, LLC — (LOS ANGELES, CA) is newly SEC-registered with $123.5M RAUM and 2 advisory reps. IAPD ↗

$123.5M RAUM · 2 reps · 310-867-2778

VCM WEALTH — (location n/a) is newly SEC-registered with $104.8M RAUM and 2 advisory reps. IAPD ↗

$104.8M RAUM · 2 reps · 610-489-3018 · vcm-wealth.com

HOLM & CAWLEY FINANCIAL GROUP LLC — (LAS VEGAS, NV) is newly SEC-registered with $128.8M RAUM and 4 advisory reps. IAPD ↗

$128.8M RAUM · 4 reps · 702-277-3945 · holmandcawley.com

EVANS WEALTH MANAGEMENT — (DULUTH, GA) is newly SEC-registered with $111.1M RAUM and 1 advisory reps. IAPD ↗

$111.1M RAUM · 1 reps · 770-828-8303 · evanswealthmanagement.com

CAPSTONE WEALTH PARTNERS — (DUBLIN, OH) is newly SEC-registered with $114.9M RAUM and 3 advisory reps. IAPD ↗

$114.9M RAUM · 3 reps · (614) 754-7805 · capstonewealthpartners.com

FLETCHER FINANCIAL GROUP — (WEST MONROE, LA) is newly SEC-registered with $133.0M RAUM and 3 advisory reps. IAPD ↗

$133.0M RAUM · 3 reps · 318-387-8918 · fletcherfinancialgroup.net

ATON ADVISORS, LLC — (location n/a) is newly SEC-registered with $116.4M RAUM and 1 advisory reps. IAPD ↗

$116.4M RAUM · 1 reps · (303) 957-5685

TWIN CITIES RETIREMENT GROUP — (PLYMOUTH, MN) is newly SEC-registered with $134.9M RAUM and 2 advisory reps. IAPD ↗

$134.9M RAUM · 2 reps · 952-600-7550

CDP FINANCIAL GROUP, LLC — (LITTLETON, CO) is newly SEC-registered with $100.5M RAUM and 2 advisory reps. IAPD ↗

$100.5M RAUM · 2 reps · 303-794-0706 · cdpfinancial.com

WITT FINANCIAL GROUP, LLC — (CROSSVILLE, TN) is newly SEC-registered with $160.5M RAUM and 2 advisory reps. IAPD ↗

$160.5M RAUM · 2 reps · 931-484-4911 · wittfinancialgroup.com

SAGA FINANCIAL MANAGEMENT — (location n/a) is newly SEC-registered with $107.0M RAUM and 1 advisory reps. IAPD ↗

$107.0M RAUM · 1 reps · 512-299-8031 · sagaorp.com

HOGAN INVESTMENT COUNSEL, LLC — (CORDOVA, TN) is newly SEC-registered with $107.2M RAUM and 1 advisory reps. IAPD ↗

$107.2M RAUM · 1 reps · (901) 590-3846 · hoganinvestment.com

VERITAS WEALTH MANAGEMENT, LLC — (SALT LAKE CITY, UT) is newly SEC-registered with $135.8M RAUM and 1 advisory reps. IAPD ↗

$135.8M RAUM · 1 reps · 801-596-9999

WMS GROUP LLC — (location n/a) is newly SEC-registered with $125.3M RAUM and 2 advisory reps. IAPD ↗

$125.3M RAUM · 2 reps · (985) 809-0530 · advisormike.com

GRUPP FINANCIAL LLC — (JACKSON, WY) is newly SEC-registered with $100.1M RAUM and 3 advisory reps. IAPD ↗

$100.1M RAUM · 3 reps · 1.307.200.6579 · gruppfinancial.com

WEALTH ENGINEERS, LLC — (DENVER, CO) is newly SEC-registered with $117.6M RAUM and 1 advisory reps. IAPD ↗

$117.6M RAUM · 1 reps · (303) 500-3245

SHELTER WEALTH STRATEGIES, LLC — (HOUSTON, TX) is newly SEC-registered with $144.1M RAUM and 8 advisory reps. IAPD ↗

$144.1M RAUM · 8 reps · 713-620-8500 · shelterwealth.com

RYZOME INVESTMENT ADVISORS — (OKEMOS, MI) is newly SEC-registered with $116.1M RAUM and 2 advisory reps. IAPD ↗

$116.1M RAUM · 2 reps · 517-347-2210 · ryzomeadvisors.com

RUNEY & ASSOCIATES WEALTH MANAGEMENT — (MOUNT PLEASANT, SC) is newly SEC-registered with $104.8M RAUM and 2 advisory reps. IAPD ↗

$104.8M RAUM · 2 reps · (843) 654-1211

MADRID RETIREMENT ADVISORS — (MANHATTAN BEACH, CA) is newly SEC-registered with $184.2M RAUM and 2 advisory reps. IAPD ↗

$184.2M RAUM · 2 reps · 714-465-2537 · madridretirementadvisors.com

COASTAL WEALTH ADVISORS, LLC — (JOHNS ISLAND, SC) is newly SEC-registered with $106.6M RAUM and 2 advisory reps. IAPD ↗

$106.6M RAUM · 2 reps · 843-870-9568 · pinterest.com

PALANTE WEALTH ADVISORS, LLC — (PENNINGTON, NJ) is newly SEC-registered with $115.5M RAUM and 3 advisory reps. IAPD ↗

$115.5M RAUM · 3 reps · 609-476-9269 · palantewealth.com

MODERNIST FINANCIAL, LLC — (PORTLAND, OR) is newly SEC-registered with $113.3M RAUM and 3 advisory reps. IAPD ↗

$113.3M RAUM · 3 reps · (971) 544-7417

WEALTHSHAPE LLC — (WINDSOR, CT) is newly SEC-registered with $109.4M RAUM and 1 advisory reps. IAPD ↗

$109.4M RAUM · 1 reps · 860-837-0303

LOTUS ASSET MANAGEMENT LIMITED LIABILITY COMPANY — (location n/a) is newly SEC-registered with $120.5M RAUM and 1 advisory reps. IAPD ↗

$120.5M RAUM · 1 reps · 315-925-6887

TIDEHAVEN WEALTH, LLC — (MOUNT PLEASANT, SC) is newly SEC-registered with $125.0M RAUM and 2 advisory reps. IAPD ↗

$125.0M RAUM · 2 reps · 843-284-8040

TRIPLE SUMMIT ADVISORS, LLC — (location n/a) is newly SEC-registered with $108.5M RAUM and 2 advisory reps. IAPD ↗

$108.5M RAUM · 2 reps · (917) 574-2670

DOMESTIQUE CAPITAL LLC — (location n/a) is newly SEC-registered with $102.4M RAUM and 2 advisory reps. IAPD ↗

$102.4M RAUM · 2 reps · 214-215-2348 · domestiquecap.com

ADVISORY ADVOCATES LLC — (GRAND RAPIDS, MI) is newly SEC-registered with $158.6M RAUM and 7 advisory reps. IAPD ↗

$158.6M RAUM · 7 reps · (866) 597-8938 · advisoryadvocates.com

TRUSCO INVESTMENT MANAGEMENT, LLC — (NASHVILLE, TN) is newly SEC-registered with $107.0M RAUM and 2 advisory reps. IAPD ↗

$107.0M RAUM · 2 reps · 615-351-6417 · truscomgmt.com

TRUE SQUARE FINANCIAL LLC — (ATLANTA, GA) is newly SEC-registered with $178.8M RAUM and 1 advisory reps. IAPD ↗

$178.8M RAUM · 1 reps · 404-975-2720 · truesquarefinancial.com

AUERBACH INVESTMENT SERVICES, LLC — (NARBERTH, PA) is newly SEC-registered with $150.2M RAUM and 1 advisory reps. IAPD ↗

$150.2M RAUM · 1 reps · 610-529-3000 · auerbachinvestment.com

JAKE CARRIS FINANCIAL PLANNING — (ORLANDO, FL) is newly SEC-registered with $109.7M RAUM and 1 advisory reps. IAPD ↗

$109.7M RAUM · 1 reps · 407-489-1186

SANDHILL WEALTH MANAGEMENT, INC. — (WINTER PARK, FL) is newly SEC-registered with $118.5M RAUM and 2 advisory reps. IAPD ↗

$118.5M RAUM · 2 reps · 321-6629270

ROAN CAPITAL PARTNERS — (JOHNSON CITY, TN) is newly SEC-registered with $152.0M RAUM and 4 advisory reps. IAPD ↗

$152.0M RAUM · 4 reps · (423) 631-5786 · roancp.com

ELM CAPITAL MANAGEMENT LLC — (PITTSBURGH, PA) is newly SEC-registered with $133.4M RAUM and 6 advisory reps. IAPD ↗

$133.4M RAUM · 6 reps · 412-456-4700 · elderlawmanagement.com

NEWSONG CAPITAL MANAGEMENT, INC. — (HATTIESBURG, MS) is newly SEC-registered with $100.4M RAUM and 1 advisory reps. IAPD ↗

$100.4M RAUM · 1 reps · 601-909-6117

MILLSTONE FINANCIAL GROUP — (MILLSTONE, NJ) is newly SEC-registered with $104.4M RAUM and 6 advisory reps. IAPD ↗

$104.4M RAUM · 6 reps · 732-385-8544

CWM ADVISORY, LLC — (OCEAN PINES, MD) is newly SEC-registered with $101.0M RAUM and 3 advisory reps. IAPD ↗

$101.0M RAUM · 3 reps · (410) 208-1091

RENAISSANCE WEALTH ADVISORS, LLC — (NEWTON, MA) is newly SEC-registered with $109.9M RAUM and 2 advisory reps. IAPD ↗

$109.9M RAUM · 2 reps · (617) 663-5595

DOVE INVESTMENT RESEARCH AND MANAGEMENT, INC. — (IRVINE, CA) is newly SEC-registered with $107.4M RAUM and 2 advisory reps. IAPD ↗

$107.4M RAUM · 2 reps · 949-276-5800

PRIVATE COUNSEL GROUP, LTD. — (INDIANAPOLIS, IN) is newly SEC-registered with $116.0M RAUM and 1 advisory reps. IAPD ↗

$116.0M RAUM · 1 reps · 317-627-8957

LEGACY CHIEF FINANCIAL OFFICE, LLC — (SHENANDOAH, TX) is newly SEC-registered with $105.1M RAUM and 1 advisory reps. IAPD ↗

$105.1M RAUM · 1 reps · 832-510-9099

AFTON ADVISORS, LLC — (location n/a) is newly SEC-registered with $109.3M RAUM and 2 advisory reps. IAPD ↗

$109.3M RAUM · 2 reps · 615-482-1599

FAIRLIGHT ADVISORS — (SAN FRANCISCO, CA) is newly SEC-registered with $109.3M RAUM and 2 advisory reps. IAPD ↗

$109.3M RAUM · 2 reps · 844-309-6248

MESSMER CAPITAL ADVISORS LLC — (MILFORD, OH) is newly SEC-registered with $130.4M RAUM and 2 advisory reps. IAPD ↗

$130.4M RAUM · 2 reps · 740-972-1196 · messmercapital.com

HAYNIE WEALTH MANAGEMENT LLC — (SALT LAKE CITY, UT) is newly SEC-registered with $106.6M RAUM and 3 advisory reps. IAPD ↗

$106.6M RAUM · 3 reps · (512) 537-8241

WEALTHGEN ADVISORS, LLC — (SARASOTA, FL) is newly SEC-registered with $146.6M RAUM and 2 advisory reps. IAPD ↗

$146.6M RAUM · 2 reps · (941) 706-4151

JRS WEALTH MANAGEMENT LLC — (SOUTH JORDAN, UT) is newly SEC-registered with $135.0M RAUM and 2 advisory reps. IAPD ↗

$135.0M RAUM · 2 reps · (801) 987-3973 · sfgclient.com

SOUND LEGACY WEALTH ADVISORS, LLC — (location n/a) is newly SEC-registered with $102.0M RAUM and 2 advisory reps. IAPD ↗

$102.0M RAUM · 2 reps · 425-800-6862

WELLACRE GLOBAL WEALTH ADVISORS — (SANTA MONICA, CA) is newly SEC-registered with $104.3M RAUM and 2 advisory reps. IAPD ↗

$104.3M RAUM · 2 reps · (310) 220-4946

COURSE MANAGEMENT INVESTMENT ADVISORS, LLC — (PINEHURST, NC) is newly SEC-registered with $100.3M RAUM and 3 advisory reps. IAPD ↗

$100.3M RAUM · 3 reps · (910) 621-3371 · cmiallc.com

SCHOOL OF PERSONAL FINANCE — (location n/a) is newly SEC-registered with $28.7M RAUM and 1 advisory reps. IAPD ↗

$28.7M RAUM · 1 reps · 914-860-3615

ELLA FINANCIAL ADVISING — (OAKLAND, CA) is newly SEC-registered with $106.9M RAUM and 1 advisory reps. IAPD ↗

$106.9M RAUM · 1 reps · 510-324-9487

FORM PROSPERITY WEALTH ADVISORS, LLC — (CHANDLER, AZ) is newly SEC-registered with $112.9M RAUM and 1 advisory reps. IAPD ↗

$112.9M RAUM · 1 reps · 480-382-3676 · formprosperity.com

ADVANCED PLANNING ADVISORS GROUP INC. — (NAPERVILLE, IL) is newly SEC-registered with $118.0M RAUM and 2 advisory reps. IAPD ↗

$118.0M RAUM · 2 reps · 630-780-1099 · apadvisorsgroup.com

FIDUCIARY FINANCIAL PLANNING NETWORK — (ONALASKA, WI) is newly SEC-registered with $164.1M RAUM and 4 advisory reps. IAPD ↗

$164.1M RAUM · 4 reps · (608) 534-4444

1102 PARTNERS, LLC — (location n/a) is newly SEC-registered with $114.5M RAUM and 1 advisory reps. IAPD ↗

$114.5M RAUM · 1 reps · 312-488-9727

ABRI LLC — (LEXINGTON, KY) is newly SEC-registered with $114.4M RAUM and 8 advisory reps. IAPD ↗

$114.4M RAUM · 8 reps · 859-636-6140

KAIYO WEALTH LLC — (SAN DIEGO, CA) is newly SEC-registered with $240.1M RAUM and 2 advisory reps. IAPD ↗

$240.1M RAUM · 2 reps · (858) 252-4403 · kaiyowealth.com

GASSMAN FINANCIAL LLC — (SALEM, NH) is newly SEC-registered with $112.6M RAUM and 1 advisory reps. IAPD ↗

$112.6M RAUM · 1 reps · (603) 898-3663

UHY WEALTH MANAGEMENT RIA LLC — (FARMINGTON HILLS, MI) is newly SEC-registered with $102.6M RAUM and 1 advisory reps. IAPD ↗

$102.6M RAUM · 1 reps · 2486091610

SUTTLE CROSSLAND WEALTH ADVISORS, LLC — (SCOTTSDALE, AZ) is newly SEC-registered with $101.1M RAUM and 2 advisory reps. IAPD ↗

$101.1M RAUM · 2 reps · 602-834-3905

BOX HILL PRIVATE WEALTH — (location n/a) is newly SEC-registered with $137.5M RAUM and 1 advisory reps. IAPD ↗

$137.5M RAUM · 1 reps · 480-672-2800 · boxhillprivatewealth.com

STAGE 2 PLANNING PARTNERS LLC — (S BURLINGTON, VT) is newly SEC-registered with $106.5M RAUM and 2 advisory reps. IAPD ↗

$106.5M RAUM · 2 reps · 802-846-1264 · stage2planning.com

GREEN CAPITAL PRIVATE WEALTH — (MIAMI, FL) is newly SEC-registered (provisional 120-day approval) with $0 RAUM and 2 advisory reps. IAPD ↗

$0 RAUM · 2 reps · 8006150794 · gcprivatewealth.com

ALIGN WEALTH MANAGEMENT, LLC — (SAN JOSE, CA) is newly SEC-registered with $116.7M RAUM and 2 advisory reps. IAPD ↗

$116.7M RAUM · 2 reps · (408) 559-7444 · alignwealthmgmt.com

603 FINANCIAL ADVISORS, LLC — (location n/a) is newly SEC-registered with $106.9M RAUM and 1 advisory reps. IAPD ↗

$106.9M RAUM · 1 reps · (603) 956-4977 · 603financial.com

ASCENT FINANCIAL GROUP — (RICHMOND, VA) is newly SEC-registered with $100.8M RAUM and 2 advisory reps. IAPD ↗

$100.8M RAUM · 2 reps · 804-602-2121 · linked.com

JUST FUTURES — (SAN FRANCISCO, CA) is newly SEC-registered with $46.7M RAUM and 4 advisory reps. IAPD ↗

$46.7M RAUM · 4 reps · (302)729-3419

MORGAN-ALY WEALTH MANAGEMENT, LLC — (WAUKESHA, WI) is newly SEC-registered with $105.3M RAUM and 2 advisory reps. IAPD ↗

$105.3M RAUM · 2 reps · 2626910100

ELEVATE FINANCIAL PLANNING AND WEALTH MANAGEMENT — (ST. PETERSBURG, FL) is newly SEC-registered with $107.1M RAUM and 36 advisory reps. IAPD ↗

$107.1M RAUM · 36 reps · 727-478-8886 · elevatefpwm.com

KUCHARO WEALTH — (CHARLOTTE, NC) is newly SEC-registered with $123.7M RAUM and 1 advisory reps. IAPD ↗

$123.7M RAUM · 1 reps · 704.251.9550 · kucharowealth.com

STRICKLER INVESTMENT SERVICES, LLC — (BRIGHTON, MI) is newly SEC-registered with $107.3M RAUM and 3 advisory reps. IAPD ↗

$107.3M RAUM · 3 reps · 5176189000 · stricklerfinancial.com

VAN DIEST CAPITAL — (POLK CITY, IA) is newly SEC-registered with $144.1M RAUM and 7 advisory reps. IAPD ↗

$144.1M RAUM · 7 reps · 515-620-2085 · vandiestcapital.com

NIM WEALTH SOLUTIONS — (SAN JOSE, CA) is newly SEC-registered with $116.8M RAUM and 4 advisory reps. IAPD ↗

$116.8M RAUM · 4 reps · 888 322 2009 · nimretirementgroup.com

FAIR ASSET MANAGEMENT, LLC — (location n/a) is newly SEC-registered with $119.8M RAUM and 1 advisory reps. IAPD ↗

$119.8M RAUM · 1 reps · 214-991-0823

MOFFATT FINANCIAL STRATEGIES — (FORT WORTH, TX) is newly SEC-registered with $117.1M RAUM and 4 advisory reps. IAPD ↗

$117.1M RAUM · 4 reps · 682-747-0134

MUSEUM MILE FUNDS LLC — (location n/a) is newly SEC-registered with $26.9M RAUM and 1 advisory reps. IAPD ↗

$26.9M RAUM · 1 reps · 646-580-8330

15 WEALTH ADVISORS LLC — (MUNDELEIN, IL) is newly SEC-registered (provisional 120-day approval) with $0 RAUM and 7 advisory reps. IAPD ↗

$0 RAUM · 7 reps · 847-735-7103 · 15wealth.com

LUMINESCENT WEALTH MANAGEMENT, INC. — (SCOTTSDALE, AZ) is newly SEC-registered with $127.4M RAUM and 2 advisory reps. IAPD ↗

$127.4M RAUM · 2 reps · (602) 838-8870 · lumiwm.com

COMMERCIAL TRUST FINANCIAL SERVICES — (FAYETTE, MO) is newly SEC-registered (provisional 120-day approval) with $0 RAUM and 5 advisory reps. IAPD ↗

$0 RAUM · 5 reps · 660-248-2223 · commercialtrustfs.com

VESTIE — (location n/a) is newly SEC-registered (provisional 120-day approval) with $0 RAUM and 1 advisory reps. IAPD ↗

$0 RAUM · 1 reps · 903-910-3003

SAGEPOINT CAPITAL PARTNERS LLC — (FRANKLIN, TN) is newly SEC-registered (provisional 120-day approval) with $0 RAUM and 1 advisory reps. IAPD ↗

$0 RAUM · 1 reps · 239-307-8180

ROCKWALL WEALTH MANAGEMENT — (ROCKWALL, TX) is newly SEC-registered (provisional 120-day approval) with $0 RAUM and 4 advisory reps. IAPD ↗

$0 RAUM · 4 reps · 972-771-1472

PLATO PLANNING — (location n/a) is newly SEC-registered with $0 RAUM and 1 advisory reps. IAPD ↗

$0 RAUM · 1 reps · +91 904-380-8615 · platoplanning.com

WLT PARTNERS — (MIAMI, FL) is newly SEC-registered (provisional 120-day approval) with $0 RAUM and 3 advisory reps. IAPD ↗

$0 RAUM · 3 reps · 305 200-8877 · wltpartnersria.com

HAIRE WEALTH MANAGEMENT, INC. — (TUPELO, MS) is newly SEC-registered (provisional 120-day approval) with $0 RAUM and 2 advisory reps. IAPD ↗

$0 RAUM · 2 reps · 662-844-3501 · hairewealthmanagement.com

LEMNIS CAPITAL — (RICHARDSON, TX) is newly SEC-registered (provisional 120-day approval) with $0 RAUM and 13 advisory reps. IAPD ↗

$0 RAUM · 13 reps · 972-928-6196

TANARA WEALTH MANAGEMENT LLC — (LEHI, UT) is newly SEC-registered (provisional 120-day approval) with $0 RAUM and 5 advisory reps. IAPD ↗

$0 RAUM · 5 reps · 801-653-0564 · tanarawm.com

ANCHR TECHNOLOGIES RIA LLC — (NEW YORK, NY) is newly SEC-registered (provisional 120-day approval) with $0 RAUM and 1 advisory reps. IAPD ↗

$0 RAUM · 1 reps · (646) 543-4771

REVEL WEALTH MANAGEMENT — (TEANECK, NJ) is newly SEC-registered (provisional 120-day approval) with $0 RAUM and 1 advisory reps. IAPD ↗

$0 RAUM · 1 reps · 316-518-3615 · revelwm.com

KOEHLER ASSET MANAGEMENT — (BABYLON, NY) is newly SEC-registered (provisional 120-day approval) with $0 RAUM and 2 advisory reps. IAPD ↗

$0 RAUM · 2 reps · 631-332-2310

EXCEPTIONAL WEALTH & FAMILY OFFICE — (COLORADO SPRINGS, CO) is newly SEC-registered (provisional 120-day approval) with $0 RAUM and 2 advisory reps. IAPD ↗

$0 RAUM · 2 reps · 719-715-4179 · exceptionalwealth.us

ROSENBERG WEALTH ADVISORS — (location n/a) is newly SEC-registered (provisional 120-day approval) with $0 RAUM and 2 advisory reps. IAPD ↗

$0 RAUM · 2 reps · (248) 325-5500 · rwealthadvisors.com

BLUUM INVEST LLC — (LOS ANGELES, CA) is newly SEC-registered with $0 RAUM and 1 advisory reps. IAPD ↗

$0 RAUM · 1 reps · 2034079987 · bluuminvest.com

EVANSON FINANCIAL, LLC DBA EVANSON ASSET MANAGEMENT — (location n/a) is newly SEC-registered (provisional 120-day approval) with $0 RAUM and 4 advisory reps. IAPD ↗

$0 RAUM · 4 reps · 831-333-2060 · evansonasset.com

ACORN ASSET MANAGEMENT LLC — (PRINCETON, NJ) is newly SEC-registered (provisional 120-day approval) with $0 RAUM and 1 advisory reps. IAPD ↗

$0 RAUM · 1 reps · 609-455-1223 · acornassetmanagement.com

SOULENCE WEALTH MANAGEMENT — (PLEASANT GROVE, UT) is newly SEC-registered (provisional 120-day approval) with $94.7M RAUM and 5 advisory reps. IAPD ↗

$94.7M RAUM · 5 reps · 801-571-9900 · soulencewealth.com

VELARIS WEALTH MANAGEMENT — (ORLANDO, FL) is newly SEC-registered (provisional 120-day approval) with $0 RAUM and 3 advisory reps. IAPD ↗

$0 RAUM · 3 reps · 786-657-1584 · velaris.global

PATHWAY FINANCIAL SOLUTIONS, INC. — (SALINA, KS) is newly SEC-registered with $0 RAUM and 4 advisory reps. IAPD ↗

$0 RAUM · 4 reps · 785-820-8161 · pathway-financial.com

CMG WEALTH ADVISORS LLC — (MADISON, WI) is newly SEC-registered (provisional 120-day approval) with $0 RAUM and 1 advisory reps. IAPD ↗

$0 RAUM · 1 reps · 608-471-5415

FIDUCIARY CAPITAL MANAGEMENT LLC — (CHEYENNE, WY) is newly SEC-registered (provisional 120-day approval) with $5,000 RAUM and 1 advisory reps. IAPD ↗

$5,000 RAUM · 1 reps · 503 515 1313 · fiduciarycm.com

UNION STRATEGIC ADVISORS — (BLUE ASH, OH) is newly SEC-registered (provisional 120-day approval) with $0 RAUM and 3 advisory reps. IAPD ↗

$0 RAUM · 3 reps · 513-699-5200 · unionstrategic.com

CLANCY WEALTH ADVISORS — (CHINO HILLS, CA) is newly SEC-registered (provisional 120-day approval) with $0 RAUM and 3 advisory reps. IAPD ↗

$0 RAUM · 3 reps · 909-262-1430

BREAKAWAY INDEPENDENT ADVISORS, LLC — (SAN DIEGO, CA) is newly SEC-registered (provisional 120-day approval) with $0 RAUM and 1 advisory reps. IAPD ↗

$0 RAUM · 1 reps · 619-704-2110

CAVU WEALTH ADVISORS, LLC — (MORAGA, CA) is newly SEC-registered (provisional 120-day approval) with $150.6M RAUM and 3 advisory reps. IAPD ↗

$150.6M RAUM · 3 reps · 9252001391

MOSAIC WEALTH MANAGEMENT LLC — (BLOOMINGTON, IN) is newly SEC-registered (provisional 120-day approval) with $0 RAUM and 2 advisory reps. IAPD ↗

$0 RAUM · 2 reps · 812-333-3275

PROPEL PRIVATE WEALTH LLC — (location n/a) is newly SEC-registered (provisional 120-day approval) with $0 RAUM and 1 advisory reps. IAPD ↗

$0 RAUM · 1 reps · (424) 222-5767

GUIDED PATH FINANCIAL — (PLANO, TX) is newly SEC-registered (provisional 120-day approval) with $0 RAUM and 4 advisory reps. IAPD ↗

$0 RAUM · 4 reps · 972-755-9000 · guidedpathfinancial.com

EVERTERN WEALTH — (SAINT PETERSBURG, FL) is newly SEC-registered (provisional 120-day approval) with $0 RAUM and 5 advisory reps. IAPD ↗

$0 RAUM · 5 reps · 813-758-1430

EVOLUTION VISION WEALTH MANAGEMENT — (location n/a) is newly SEC-registered (provisional 120-day approval) with $0 RAUM and 3 advisory reps. IAPD ↗

$0 RAUM · 3 reps · (800) 810-5410 · evolutionvisionwm.com

WOODLAND WEALTH PARTNERS — (PEPPER PIKE, OH) is newly SEC-registered (provisional 120-day approval) with $0 RAUM and 2 advisory reps. IAPD ↗

$0 RAUM · 2 reps · 330-416-5509 · woodlandwealthpartners.com

FARRCREST CAPITAL LLC — (location n/a) is newly SEC-registered (provisional 120-day approval) with $0 RAUM and 1 advisory reps. IAPD ↗

$0 RAUM · 1 reps · 2027537700 · farrcrest.com

MDT FINANCIAL ADVISORS, LLC — (WEBSTER, TX) is newly SEC-registered (provisional 120-day approval) with $0 RAUM and 2 advisory reps. IAPD ↗

$0 RAUM · 2 reps · 281-938-1111

WEALTH INTELLIGENTLY NAVIGATED, LLC — (SPARTANBURG, SC) is newly SEC-registered (provisional 120-day approval) with $0 RAUM and 2 advisory reps. IAPD ↗

$0 RAUM · 2 reps · (540) 226-1254

2201 CAPITAL, LLC — (BOSTON, MA) is newly SEC-registered (provisional 120-day approval) with $0 RAUM and 2 advisory reps. IAPD ↗

$0 RAUM · 2 reps · 201-446-2992

VERA LAKE CAPITAL, LLC — (EDINA, MN) is newly SEC-registered (provisional 120-day approval) with $0 RAUM and 1 advisory reps. IAPD ↗

$0 RAUM · 1 reps · 612-524-9165

TRILLIUM WEALTH LLC — (WINTER PARK, FL) is newly SEC-registered (provisional 120-day approval) with $0 RAUM and 7 advisory reps. IAPD ↗

$0 RAUM · 7 reps · 321-295-8492 · trillium-wealth.com

RODGERS BROTHERS, INC. — crossed $1B in regulatory AUM ($964.7M -> $1.04B). IAPD ↗

$1.04B RAUM · 9 reps · 724-473-4003 · moncapfund.com

BOK FINANCIAL ADVISORS — crossed $1B in regulatory AUM ($835.6M -> $1.06B). IAPD ↗

$1.06B RAUM · 142 reps · 877-781-6889

PACKERLAND BROKERAGE SERVICES, INC. — crossed $1B in regulatory AUM ($909.5M -> $1.36B). IAPD ↗

$1.36B RAUM · 165 reps · 920-662-9500

RMC INVESTMENT ADVISORS — crossed $1B in regulatory AUM ($986.8M -> $1.07B). IAPD ↗

$1.07B RAUM · 7 reps · 860-561-1245 · rmcinvestmentadvisors.com

TOBIAS FINANCIAL ADVISORS — crossed $1B in regulatory AUM ($892.2M -> $1.19B). IAPD ↗

$1.19B RAUM · 9 reps · 954-424-1660

CORBYN INVESTMENT MANAGEMENT INC — crossed $1B in regulatory AUM ($976.2M -> $1.01B). IAPD ↗

$1.01B RAUM · 7 reps · 410-832-5500 · corbyn.com

WESCAP GROUP — crossed $1B in regulatory AUM ($985.0M -> $1.09B). IAPD ↗

$1.09B RAUM · 13 reps · 818-563-5170

NASDAQ DORSEY WRIGHT — crossed $1B in regulatory AUM ($755.1M -> $1.01B). IAPD ↗

$1.01B RAUM · 14 reps · 804-320-8511

MPM WEALTH ADVISORS — crossed $1B in regulatory AUM ($888.9M -> $1.04B). IAPD ↗

$1.04B RAUM · 18 reps · 419-861-1400 · mpmwealth.com

DEERFIELD — crossed $1B in regulatory AUM ($958.7M -> $1.18B). IAPD ↗

$1.18B RAUM · 6 reps · 317-469-2455

GREATMARK INVESTMENT PARTNERS, INC. — crossed $1B in regulatory AUM ($938.7M -> $1.02B). IAPD ↗

$1.02B RAUM · 3 reps · 706-327-2128 · greatmarkonline.com

NIGHT OWL CAPITAL MANAGEMENT, LLC — crossed $1B in regulatory AUM ($865.8M -> $1.10B). IAPD ↗

$1.10B RAUM · 6 reps · 203-302-3870 · nightowlcapital.com

MANCHESTER FINANCIAL INC — crossed $1B in regulatory AUM ($946.8M -> $1.05B). IAPD ↗

$1.05B RAUM · 14 reps · 805-495-4405

BPS WEALTH ADVISORS, INC. — crossed $1B in regulatory AUM ($859.7M -> $1.08B). IAPD ↗

$1.08B RAUM · 5 reps · 330-758-0575 · beardpension.com

TOEWS ASSET MANAGEMENT — crossed $1B in regulatory AUM ($945.1M -> $1.04B). IAPD ↗

$1.04B RAUM · 16 reps · 877-863-9726

PETTYJOHN, WOOD & WHITE, INC. — crossed $1B in regulatory AUM ($853.8M -> $1.02B). IAPD ↗

$1.02B RAUM · 5 reps · 434-845-1266 · pwandw.com

BRUNI J V & CO — crossed $1B in regulatory AUM ($946.9M -> $1.10B). IAPD ↗

$1.10B RAUM · 3 reps · 719-575-9880 · jvbruni.com

FRAZIER FINANCIAL ADVISORS, LLC — crossed $1B in regulatory AUM ($929.9M -> $1.16B). IAPD ↗

$1.16B RAUM · 15 reps · 614-793-8297

PORTFOLIO STRATEGIES INC NY — crossed $1B in regulatory AUM ($861.2M -> $1.02B). IAPD ↗

$1.02B RAUM · 4 reps · 201-571-4100

PEAK ASSET MANAGEMENT, LLC — crossed $1B in regulatory AUM ($910.0M -> $1.01B). IAPD ↗

$1.01B RAUM · 14 reps · 303-926-0100

ROGERS WEALTH GROUP, INC. — crossed $1B in regulatory AUM ($960.8M -> $1.04B). IAPD ↗

$1.04B RAUM · 6 reps · 817-334-0351 · rogers401k.com

ASSET CONSULTING GROUP, LLC — crossed $1B in regulatory AUM ($781.7M -> $1.10B). IAPD ↗

$1.10B RAUM · 32 reps · 314-862-4848 · guggenheimpartners.com

PERRYMAN FINANCIAL ADVISORY, INC. — crossed $1B in regulatory AUM ($796.3M -> $1.02B). IAPD ↗

$1.02B RAUM · 6 reps · 972-770-4800 · billperryman.com

STEPP & ROTHWELL INC — crossed $1B in regulatory AUM ($963.7M -> $1.06B). IAPD ↗

$1.06B RAUM · 10 reps · 913-345-4800

BOURGEON CAPITAL MANAGEMENT LLC — crossed $1B in regulatory AUM ($917.6M -> $1.07B). IAPD ↗

$1.07B RAUM · 3 reps · 203-280-1170 · bourgeoncapital.com

CLEARBROOK INVESTMENT CONSULTING LLC — crossed $1B in regulatory AUM ($470.1M -> $13.72B). IAPD ↗

$13.72B RAUM · 6 reps · 212 359-0290 · clearbrookglobal.com

SPECTRUM INVESTMENT ADVISORS, INC. — crossed $1B in regulatory AUM ($849.7M -> $1.06B). IAPD ↗

$1.06B RAUM · 20 reps · 262-238-4010

SUMMIT ASSET MANAGEMENT LLC — crossed $1B in regulatory AUM ($938.9M -> $1.08B). IAPD ↗

$1.08B RAUM · 6 reps · 901-729-8100 · summitassetmanagement.com

OARSMAN CAPITAL, INC — crossed $1B in regulatory AUM ($926.8M -> $1.17B). IAPD ↗

$1.17B RAUM · 13 reps · 414-221-0081 · oarsman.net

SCHAEFER FINANCIAL MANAGEMENT, INC. — crossed $1B in regulatory AUM ($979.1M -> $1.11B). IAPD ↗

$1.11B RAUM · 7 reps · 303-770-6700

KNIGHTSBRIDGE WEALTH MANAGEMENT — crossed $1B in regulatory AUM ($833.5M -> $1.12B). IAPD ↗

$1.12B RAUM · 9 reps · 949-644-4444 · knightsb.com

THE NORTHSTAR GROUP, INC. — crossed $1B in regulatory AUM ($871.6M -> $1.01B). IAPD ↗

$1.01B RAUM · 6 reps · 212-883-9595 · thenorthstargroupinc.com

HARVEY INVESTMENT COMPANY, LLC — crossed $1B in regulatory AUM ($941.5M -> $1.03B). IAPD ↗

$1.03B RAUM · 4 reps · 502-339-8270 · harveyinvestment.com

COYLE — crossed $1B in regulatory AUM ($922.2M -> $1.05B). IAPD ↗

$1.05B RAUM · 10 reps · 847-441-5644

AB CUSTOM ALTERNATIVE SOLUTIONS LLC — crossed $1B in regulatory AUM ($746.0M -> $1.42B). IAPD ↗

$1.42B RAUM · 1 reps · 615-622-0000 · asturiascapitalllc.com

NTV ASSET MANAGEMENT, LLC — crossed $1B in regulatory AUM ($963.4M -> $1.16B). IAPD ↗

$1.16B RAUM · 5 reps · 304-353-9090 · ntvam.com

DOCK STREET ASSET MANAGEMENT INC — crossed $1B in regulatory AUM ($905.8M -> $1.11B). IAPD ↗

$1.11B RAUM · 4 reps · 203-532-9470 · dockstreet.com

VIOLICH CAPITAL MANAGEMENT — crossed $1B in regulatory AUM ($911.7M -> $1.04B). IAPD ↗

$1.04B RAUM · 1 reps · 415-217-4444 · violichcapital.com

AEGIS FINANCIAL CORPORATION — crossed $1B in regulatory AUM ($381.0M -> $1.37B). IAPD ↗

$1.37B RAUM · 4 reps · 703-528-7788 · aegisvaluefund.com

MORLING FINANCIAL ADVISORS, LLC — crossed $1B in regulatory AUM ($755.7M -> $1.05B). IAPD ↗

$1.05B RAUM · 17 reps · 844-667-5464

STANLEY-LAMAN GROUP LTD. — crossed $1B in regulatory AUM ($979.3M -> $1.02B). IAPD ↗

$1.02B RAUM · 13 reps · 610-993-9100

GOULD ASSET MANAGEMENT LLC — crossed $1B in regulatory AUM ($901.3M -> $1.03B). IAPD ↗

$1.03B RAUM · 9 reps · 909-445-1291 · gouldasset.com

HENDERSHOT INVESTMENTS, INC. — crossed $1B in regulatory AUM ($984.7M -> $1.07B). IAPD ↗

$1.07B RAUM · 4 reps · 703-361-6130 · hendershotinvestments.com

FOUNDATION RESOURCE MANAGEMENT, INC. — crossed $1B in regulatory AUM ($918.4M -> $1.14B). IAPD ↗

$1.14B RAUM · 6 reps · 501-534-2675

LUCID ADVISORS, INC. — crossed $1B in regulatory AUM ($958.1M -> $1.15B). IAPD ↗

$1.15B RAUM · 2 reps · 206-267-2222 · lucidadvisors.com

BLUESKY WEALTH ADVISORS, LLC — crossed $1B in regulatory AUM ($849.8M -> $1.00B). IAPD ↗

$1.00B RAUM · 9 reps · 252-633-0107

FAITHWARD ADVISORS, LLC — crossed $1B in regulatory AUM ($906.0M -> $1.05B). IAPD ↗

$1.05B RAUM · 16 reps · 717-560-8300

DETALUS ADVISORS, LLC — crossed $1B in regulatory AUM ($928.4M -> $2.22B). IAPD ↗

$2.22B RAUM · 10 reps · 314-997-3191 · detalus.com

LAUREL WEALTH ADVISORS, LLC — crossed $1B in regulatory AUM ($972.7M -> $1.11B). IAPD ↗

$1.11B RAUM · 7 reps · 704-927-4379

CONCORD WEALTH PARTNERS — crossed $1B in regulatory AUM ($946.0M -> $1.07B). IAPD ↗

$1.07B RAUM · 10 reps · 276-628-5910 · cavenessadvisory.com

NUVERSE ADVISORS LLC — crossed $1B in regulatory AUM ($963.7M -> $1.18B). IAPD ↗

$1.18B RAUM · 6 reps · 305-932-6010 · nuverse.com

SCHNIEDERS CAPITAL MANAGEMENT, LLC. — crossed $1B in regulatory AUM ($864.4M -> $1.06B). IAPD ↗

$1.06B RAUM · 2 reps · 626.584.6168 · schniederscapital.com

LIGHTHOUSE FINANCIAL ADVISORS, INC. — crossed $1B in regulatory AUM ($869.2M -> $1.11B). IAPD ↗

$1.11B RAUM · 7 reps · (732) 747-6680 · lfadvisors.com

GIBRALTAR CAPITAL MANAGEMENT, INC. — crossed $1B in regulatory AUM ($840.6M -> $1.35B). IAPD ↗

$1.35B RAUM · 18 reps · (918) 492-4209 · gibraltar-capital.com

FIFTH AVENUE FAMILY OFFICE — crossed $1B in regulatory AUM ($908.5M -> $1.35B). IAPD ↗

$1.35B RAUM · 4 reps · 239-262-6300 · fifthavenuefamily.com

COOPER/HAIMS ADVISORS, LLC — crossed $1B in regulatory AUM ($939.2M -> $1.15B). IAPD ↗

$1.15B RAUM · 13 reps · 585-248-6400 · esl.org

LVZ, INC. — crossed $1B in regulatory AUM ($969.2M -> $1.13B). IAPD ↗

$1.13B RAUM · 18 reps · 616-394-4994

PATHWAY FINANCIAL ADVISORS, LLC — crossed $1B in regulatory AUM ($894.8M -> $1.65B). IAPD ↗

$1.65B RAUM · 7 reps · 802-660-7086

PKS ADVISORY SERVICES, LLC — crossed $1B in regulatory AUM ($905.4M -> $1.09B). IAPD ↗

$1.09B RAUM · 36 reps · (518) 426-5791 · woehlerfinancialgroup.com

ELGETHUN CAPITAL MANAGEMENT — crossed $1B in regulatory AUM ($884.5M -> $1.14B). IAPD ↗

$1.14B RAUM · 10 reps · (605) 367-3336 · elgethuncapitalmanagement.com

GFG CAPITAL — crossed $1B in regulatory AUM ($891.2M -> $1.01B). IAPD ↗

$1.01B RAUM · 9 reps · 305-810-6500

KORHORN FINANCIAL GROUP — crossed $1B in regulatory AUM ($934.5M -> $1.15B). IAPD ↗

$1.15B RAUM · 42 reps · 574-247-5898

MINNEAPOLIS PORTFOLIO MANAGEMENT GROUP, LLC — crossed $1B in regulatory AUM ($900.6M -> $1.10B). IAPD ↗

$1.10B RAUM · 3 reps · (612) 334-2000

NAVIGATION GROUP LLC — crossed $1B in regulatory AUM ($927.5M -> $1.01B). IAPD ↗

$1.01B RAUM · 5 reps · 650-595-1700 · navigationgroup.com

SALEM PARTNERS WEALTH MANAGEMENT, LLC — crossed $1B in regulatory AUM ($413.3M -> $1.50B). IAPD ↗

$1.50B RAUM · 3 reps · 310-806-4200 · salempartners.com

WATTS GWILLIAM & COMPANY, LLC — crossed $1B in regulatory AUM ($818.9M -> $1.03B). IAPD ↗

$1.03B RAUM · 6 reps · 480-889-8998 · wattsgwilliam.com

CAPSOUTH WEALTH MANAGEMENT — crossed $1B in regulatory AUM ($884.4M -> $1.00B). IAPD ↗

$1.00B RAUM · 13 reps · 334.673.8600

BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC — crossed $1B in regulatory AUM ($854.7M -> $1.12B). IAPD ↗

$1.12B RAUM · 10 reps · 610-825-3540

SG CAPITAL MANAGEMENT LLC — crossed $1B in regulatory AUM ($957.4M -> $1.38B). IAPD ↗

$1.38B RAUM · 6 reps · 312-923-0150

ARCHER INVESTMENT CORPORATION — crossed $1B in regulatory AUM ($900.5M -> $1.01B). IAPD ↗

$1.01B RAUM · 80 reps · 317-581-5664 · nracpa.com

EVEREST FINANCIAL GROUP — crossed $1B in regulatory AUM ($912.4M -> $1.00B). IAPD ↗

$1.00B RAUM · 12 reps · 763-923-7525 · sincerefinancial.com

PYA WALTMAN CAPITAL, LLC — crossed $1B in regulatory AUM ($819.3M -> $1.01B). IAPD ↗

$1.01B RAUM · 8 reps · 865-693-6301

VECTORS ASSET MANAGEMENT — crossed $1B in regulatory AUM ($844.5M -> $1.01B). IAPD ↗

$1.01B RAUM · 4 reps · 212-431-0857 · vectorsresearch.com

ANDERSON GROWTH PARTNERS, LLC — crossed $1B in regulatory AUM ($919.5M -> $1.01B). IAPD ↗

$1.01B RAUM · 5 reps · 205-909-0950 · agpadvisors.com

KOHMANN BOSSHARD FINANCIAL SERVICES, LLC. — crossed $1B in regulatory AUM ($910.7M -> $1.12B). IAPD ↗

$1.12B RAUM · 6 reps · 330-666-6886 · kohmannbosshard.com

STERLING INVESTMENT ADVISORS LTD. — crossed $1B in regulatory AUM ($961.4M -> $1.08B). IAPD ↗

$1.08B RAUM · 7 reps · 610-560-0400

SIKICH FINANCIAL — crossed $1B in regulatory AUM ($920.0M -> $1.18B). IAPD ↗

$1.18B RAUM · 18 reps · 217-862-1843 · sikich.com

KEATING FINANCIAL ADVISORY SERVICES — crossed $1B in regulatory AUM ($330.0M -> $1.45B). IAPD ↗

$1.45B RAUM · 25 reps · 785-537-0366 · theweddleteam.com

PARAGON FINANCIAL ADVISORS — crossed $1B in regulatory AUM ($847.0M -> $1.05B). IAPD ↗

$1.05B RAUM · 14 reps · 979-693-3907 · paragon-adv.com

GILMAN HILL ASSET MANAGEMENT, LLC — crossed $1B in regulatory AUM ($782.9M -> $1.24B). IAPD ↗

$1.24B RAUM · 5 reps · 203-571-0225

WORTHPOINTE — crossed $1B in regulatory AUM ($885.6M -> $1.06B). IAPD ↗

$1.06B RAUM · 9 reps · 800-620-4232

ARGOS WEALTH ADVISORS LLC — crossed $1B in regulatory AUM ($897.2M -> $1.04B). IAPD ↗

$1.04B RAUM · 10 reps · 707-633-9063 · argoswealth.com

ADDISON CAPITAL — crossed $1B in regulatory AUM ($808.0M -> $1.12B). IAPD ↗

$1.12B RAUM · 3 reps · 215-563-6919

FULCRUM CAPITAL, LLC — crossed $1B in regulatory AUM ($975.9M -> $1.08B). IAPD ↗

$1.08B RAUM · 8 reps · 206-223-9790

AVIANCE CAPITAL PARTNERS LLC — crossed $1B in regulatory AUM ($971.0M -> $1.13B). IAPD ↗

$1.13B RAUM · 6 reps · 239-598-4747

W.A. SMITH FINANCIAL GROUP — crossed $1B in regulatory AUM ($962.6M -> $1.16B). IAPD ↗

$1.16B RAUM · 13 reps · 419-626-8600 · wasmithfinancial.com

JACKSON WEALTH MANAGEMENT, LLC — crossed $1B in regulatory AUM ($856.7M -> $1.07B). IAPD ↗

$1.07B RAUM · 9 reps · 407-585-0235 · jacksonwm.com

EAST COAST ASSET MANAGEMENT, LLC — crossed $1B in regulatory AUM ($750.2M -> $1.01B). IAPD ↗

$1.01B RAUM · 5 reps · 978-801-0860 · eastcoastasset.com

ALPHA OMEGA WEALTH MANAGEMENT, LLC — crossed $1B in regulatory AUM ($905.8M -> $1.02B). IAPD ↗

$1.02B RAUM · 9 reps · 804-955-1600

THREE BRIDGE WEALTH ADVISORS — crossed $1B in regulatory AUM ($817.8M -> $1.05B). IAPD ↗

$1.05B RAUM · 3 reps · 650-433-3500 · threebridgewa.com

WELLINGTON SHIELDS CAPITAL MANAGEMENT, LLC — crossed $1B in regulatory AUM ($999.7M -> $1.17B). IAPD ↗

$1.17B RAUM · 13 reps · 212-320-3000 · wellingtonshields.com

TALSON CAPITAL MANAGEMENT L.P. — crossed $1B in regulatory AUM ($865.4M -> $1.06B). IAPD ↗

$1.06B RAUM · 3 reps · 203-202-7500 · talsoncapital.com

FORT SHERIDAN ADVISORS LLC — crossed $1B in regulatory AUM ($908.9M -> $1.03B). IAPD ↗

$1.03B RAUM · 7 reps · 847-559-9700

GIA PARTNERS, LLC. — crossed $1B in regulatory AUM ($984.7M -> $1.06B). IAPD ↗

$1.06B RAUM · 5 reps · 212-893-7810 · giallc.com

ARMBRUSTER CAPITAL MANAGEMENT, INC. — crossed $1B in regulatory AUM ($900.8M -> $1.06B). IAPD ↗

$1.06B RAUM · 7 reps · 585-381-4180 · acm401k.com

FINANCIAL ADVISORS NETWORK, INC. — crossed $1B in regulatory AUM ($954.0M -> $1.11B). IAPD ↗

$1.11B RAUM · 12 reps · 714-597-6510

ASSET ALLOCATION STRATEGIES, LLC — crossed $1B in regulatory AUM ($767.4M -> $1.02B). IAPD ↗

$1.02B RAUM · 45 reps · 248-489-0101

VANTAGE WEALTH MANAGEMENT, LLC — crossed $1B in regulatory AUM ($897.4M -> $1.12B). IAPD ↗

$1.12B RAUM · 7 reps · 650-638-9600

NORTHWEST WEALTH MANAGEMENT, LLC — crossed $1B in regulatory AUM ($865.2M -> $1.03B). IAPD ↗

$1.03B RAUM · 14 reps · 877-207-0994

INSIGHT WEALTH PARTNERS — crossed $1B in regulatory AUM ($970.3M -> $1.12B). IAPD ↗

$1.12B RAUM · 16 reps · 972-543-4800 · insightwp.com

WAYCROSS PARTNERS, LLC — crossed $1B in regulatory AUM ($865.5M -> $1.18B). IAPD ↗

$1.18B RAUM · 7 reps · 502-410-1900

MCGOWAN GROUP ASSET MANAGEMENT, INC. — crossed $1B in regulatory AUM ($996.7M -> $1.08B). IAPD ↗

$1.08B RAUM · 5 reps · 214-720-4400 · themcgowangroup.com

ELWOOD & GOETZ — crossed $1B in regulatory AUM ($813.0M -> $1.07B). IAPD ↗

$1.07B RAUM · 26 reps · 706-548-1025

LEGACY FINANCIAL GROUP — crossed $1B in regulatory AUM ($840.4M -> $1.01B). IAPD ↗

$1.01B RAUM · 11 reps · 515-255-3306 · williamelson.com

ST. CLAIR ADVISORS, LLC — crossed $1B in regulatory AUM ($997.6M -> $1.07B). IAPD ↗

$1.07B RAUM · 4 reps · 440-925-5670 · saintclairllc.com

JT STRATFORD, LLC — crossed $1B in regulatory AUM ($814.9M -> $1.01B). IAPD ↗

$1.01B RAUM · 18 reps · 770-534-6046

P/E GLOBAL LLC — crossed $1B in regulatory AUM ($702.6M -> $1.71B). IAPD ↗

$1.71B RAUM · 36 reps · 617-933-4500

WALKNER CONDON FINANCIAL ADVISORS LLC — crossed $1B in regulatory AUM ($732.8M -> $1.03B). IAPD ↗

$1.03B RAUM · 16 reps · 608-234-4127 · walknercondon.com

NEW LEGACY GROUP, LLC — crossed $1B in regulatory AUM ($707.9M -> $1.28B). IAPD ↗

$1.28B RAUM · 8 reps · 212-616-8020

AVIER WEALTH ADVISORS — crossed $1B in regulatory AUM ($964.4M -> $1.19B). IAPD ↗

$1.19B RAUM · 16 reps · 425-467-1011

REAGAN COMPANIES ASSET MANAGEMENT, INC — crossed $1B in regulatory AUM ($992.3M -> $1.16B). IAPD ↗

$1.16B RAUM · 4 reps · 315-673-2094 · reaganinvesting.com

ROTHSCHILD WEALTH LLC — crossed $1B in regulatory AUM ($751.1M -> $1.70B). IAPD ↗

$1.70B RAUM · 23 reps · 630-448-5711

ASA MANAGED ACCOUNT MANAGERS LLC — crossed $1B in regulatory AUM ($920.2M -> $1.06B). IAPD ↗

$1.06B RAUM · 0 reps · 952 847-2450 · asallc.com

MARSHALL + STERLING WEALTH ADVISORS, INC. — crossed $1B in regulatory AUM ($995.8M -> $1.59B). IAPD ↗

$1.59B RAUM · 9 reps · 845-554-1046

TEAMWORK FINANCIAL ADVISORS, LLC — crossed $1B in regulatory AUM ($800.5M -> $1.01B). IAPD ↗

$1.01B RAUM · 15 reps · 210-687-1333 · teamworkfinancial.com

ZEVIN ASSET MANAGEMENT, LLC — crossed $1B in regulatory AUM ($892.9M -> $1.02B). IAPD ↗

$1.02B RAUM · 9 reps · 617-742-6666 · zevin.com

THE JOSEPH GROUP CAPITAL MANAGEMENT — crossed $1B in regulatory AUM ($947.0M -> $1.09B). IAPD ↗

$1.09B RAUM · 15 reps · 614-228-4300

TREBUCHET CONSULTING, LLC — crossed $1B in regulatory AUM ($921.4M -> $1.08B). IAPD ↗

$1.08B RAUM · 7 reps · 412-388-0715 · trebuchetconsultingllc.com

RED OAK FINANCIAL GROUP — crossed $1B in regulatory AUM ($836.8M -> $1.04B). IAPD ↗

$1.04B RAUM · 6 reps · 410-321-0168

FI3 FINANCIAL ADVISORS, LLC — crossed $1B in regulatory AUM ($928.4M -> $1.14B). IAPD ↗

$1.14B RAUM · 21 reps · 317-426-8800 · twitter@fi3advisors.com

DE GROOTE FINANCIAL GROUP, LLC — crossed $1B in regulatory AUM ($750.6M -> $1.22B). IAPD ↗

$1.22B RAUM · 3 reps · (805) 230-0111

IBEX WEALTH ADVISORS, LLC — crossed $1B in regulatory AUM ($963.3M -> $1.28B). IAPD ↗

$1.28B RAUM · 5 reps · 908-849-4800

KERBERROSE WEALTH MANAGEMENT, LLC — crossed $1B in regulatory AUM ($909.8M -> $1.16B). IAPD ↗

$1.16B RAUM · 13 reps · 715.526.9400

LAFLEUR & GODFREY PRIVATE WEALTH MANAGEMENT — crossed $1B in regulatory AUM ($927.4M -> $1.02B). IAPD ↗

$1.02B RAUM · 6 reps · 616-942-1580 · lafleurgodfrey.com

VIRTUS ADVISERS, LLC — crossed $1B in regulatory AUM ($567.1M -> $1.42B). IAPD ↗

$1.42B RAUM · 7 reps · 800-248-7971 · corporate.virtus.com

EVERGREEN WEALTH — crossed $1B in regulatory AUM ($969.8M -> $1.18B). IAPD ↗

$1.18B RAUM · 6 reps · (217) 321-3210

FOURTHSTONE LLC — crossed $1B in regulatory AUM ($957.5M -> $1.22B). IAPD ↗

$1.22B RAUM · 7 reps · (800) 771-8071

CONCENTUS WEALTH ADVISORS — crossed $1B in regulatory AUM ($899.1M -> $1.08B). IAPD ↗

$1.08B RAUM · 9 reps · (610) 994-9190 · vimeo.com

LIQUID STRATEGIES, LLC — crossed $1B in regulatory AUM ($950.4M -> $1.45B). IAPD ↗

$1.45B RAUM · 5 reps · 800-970-2725 · overlayshares.com

SIVIA CAPITAL PARTNERS, LLC — crossed $1B in regulatory AUM ($640.8M -> $1.24B). IAPD ↗

$1.24B RAUM · 2 reps · (415) 231-7490 · siviacapital.com

FREEDOM 3 CAPITAL LLC — crossed $1B in regulatory AUM ($930.2M -> $1.05B). IAPD ↗

$1.05B RAUM · 13 reps · (212) 235-2160 · freedom3.com

VERDAD ADVISERS, L.P. — crossed $1B in regulatory AUM ($867.3M -> $1.18B). IAPD ↗

$1.18B RAUM · 8 reps · 202-251-6707

GEOMETRIC WEALTH ADVISORS, LLC — crossed $1B in regulatory AUM ($971.6M -> $1.33B). IAPD ↗

$1.33B RAUM · 9 reps · (973) 525-4901

LWM ADVISORY SERVICES, LLC — crossed $1B in regulatory AUM ($837.8M -> $1.09B). IAPD ↗

$1.09B RAUM · 8 reps · 954-474-7100 · lwmfl.com

ALASKA WEALTH ADVISORS — crossed $1B in regulatory AUM ($925.4M -> $1.16B). IAPD ↗

$1.16B RAUM · 16 reps · 907-272-7575

FORTIS CAPITAL MANAGEMENT LLC — crossed $1B in regulatory AUM ($775.9M -> $1.16B). IAPD ↗

$1.16B RAUM · 18 reps · 425-453-5010

IFG ADVISORS, LLC — crossed $1B in regulatory AUM ($818.0M -> $1.03B). IAPD ↗

$1.03B RAUM · 4 reps · 314-569-0500

GR FINANCIAL GROUP, LLC — crossed $1B in regulatory AUM ($981.5M -> $1.05B). IAPD ↗

$1.05B RAUM · 6 reps · 520-577-4711 · gr-financialgroup.com

L2 ASSET MANAGEMENT, LLC — crossed $1B in regulatory AUM ($819.6M -> $1.27B). IAPD ↗

$1.27B RAUM · 4 reps · 5083507150 · l2asset.com

AUSTIN WEALTH MANAGEMENT, LLC — crossed $1B in regulatory AUM ($766.4M -> $1.08B). IAPD ↗

$1.08B RAUM · 11 reps · 512-467-2000

WATERFRONT WEALTH INC. — crossed $1B in regulatory AUM ($890.0M -> $1.14B). IAPD ↗

$1.14B RAUM · 9 reps · 913-951-5800

OAK HARVEST INVESTMENT SERVICES — crossed $1B in regulatory AUM ($940.8M -> $1.14B). IAPD ↗

$1.14B RAUM · 19 reps · 281-822-1350

LINEWEAVER WEALTH ADVISORS — crossed $1B in regulatory AUM ($908.4M -> $1.08B). IAPD ↗

$1.08B RAUM · 7 reps · 216-520-1711 · ohioretire.com

SHARIAPORTFOLIO, INC. — crossed $1B in regulatory AUM ($260.9M -> $3.01B). IAPD ↗

$3.01B RAUM · 9 reps · 321-275-5125

LEAR INVESTMENT MANAGEMENT — crossed $1B in regulatory AUM ($805.7M -> $1.24B). IAPD ↗

$1.24B RAUM · 4 reps · (214) 445-5900

PROVIDENCE CAPITAL ADVISORS, LLC — crossed $1B in regulatory AUM ($916.3M -> $1.07B). IAPD ↗

$1.07B RAUM · 7 reps · (704) 215-4420 · providencecapitaladvisors.com

THE GLEASON GROUP, INC. — crossed $1B in regulatory AUM ($973.9M -> $1.61B). IAPD ↗

$1.61B RAUM · 5 reps · (502) 882-7300

INTEGRATED INVESTMENT CONSULTANTS, LLC — crossed $1B in regulatory AUM ($773.2M -> $1.08B). IAPD ↗

$1.08B RAUM · 10 reps · 866-433-3581 · integratedic.com

GOLDSTONE FINANCIAL GROUP, LLC — crossed $1B in regulatory AUM ($917.5M -> $1.05B). IAPD ↗

$1.05B RAUM · 13 reps · 630-620-9300

WAHED — crossed $1B in regulatory AUM ($842.6M -> $1.14B). IAPD ↗

$1.14B RAUM · 1 reps · 1-855-976-4747

BERKELEY CAPITAL PARTNERS, LLC — crossed $1B in regulatory AUM ($999.1M -> $1.10B). IAPD ↗

$1.10B RAUM · 9 reps · 678-690-8700 · berkeleycp.com

GIBBS WEALTH MANAGEMENT, LLC — crossed $1B in regulatory AUM ($639.2M -> $1.06B). IAPD ↗

$1.06B RAUM · 59 reps · 678-694-8770 · tfswealth.com

MARIETTA WEALTH MANAGEMENT, LLC — crossed $1B in regulatory AUM ($974.4M -> $1.39B). IAPD ↗

$1.39B RAUM · 9 reps · 404-549-6930

DGS CAPITAL MANAGEMENT — crossed $1B in regulatory AUM ($535.5M -> $1.05B). IAPD ↗

$1.05B RAUM · 7 reps · 646-992-4370 · dgs.capital

STERLING INVESTMENT COUNSEL, LLC — crossed $1B in regulatory AUM ($819.3M -> $1.03B). IAPD ↗

$1.03B RAUM · 8 reps · (716) 783-7054 · sterinv.com

ELEMENT POINTE FAMILY OFFICE — crossed $1B in regulatory AUM ($854.5M -> $1.22B). IAPD ↗

$1.22B RAUM · 9 reps · (786) 655-9790 · elementpointe.com

GLEN EAGLE ADVISORS, LLC — crossed $1B in regulatory AUM ($880.5M -> $1.03B). IAPD ↗

$1.03B RAUM · 17 reps · 609-631-8231

GOEHRING & ROZENCWAJG ASSOCIATES, LLC — crossed $1B in regulatory AUM ($726.2M -> $1.51B). IAPD ↗

$1.51B RAUM · 2 reps · 646-216-9777

VESTWELL ADVISORS LLC — crossed $1B in regulatory AUM ($427.1M -> $1.03B). IAPD ↗

$1.03B RAUM · 23 reps · 917-979-5358

CLARK ASSET MANAGEMENT, LLC — crossed $1B in regulatory AUM ($778.3M -> $1.32B). IAPD ↗

$1.32B RAUM · 6 reps · 603-237-1341

ISTO ADVISORS, LLC — crossed $1B in regulatory AUM ($871.6M -> $1.06B). IAPD ↗

$1.06B RAUM · 19 reps · 248-458-1100 · istoadvisors.com

MG&A WEALTH — crossed $1B in regulatory AUM ($801.7M -> $1.02B). IAPD ↗

$1.02B RAUM · 6 reps · 954-289-9000 · meggreen.com

FIDUCIARY FINANCIAL GROUP, LLC — crossed $1B in regulatory AUM ($865.2M -> $1.01B). IAPD ↗

$1.01B RAUM · 9 reps · 415-352-1100 · ffgwealth.com

JACKSON HOLE CAPITAL PARTNERS, LLC — crossed $1B in regulatory AUM ($967.5M -> $1.09B). IAPD ↗

$1.09B RAUM · 4 reps · 918-879-4698 · jacksonholepartners.com

WISS PRIVATE CLIENT ADVISORS, LLC — crossed $1B in regulatory AUM ($809.7M -> $1.22B). IAPD ↗

$1.22B RAUM · 9 reps · 973-577-2872 · wiss.com

ONE CHARLES PRIVATE WEALTH — crossed $1B in regulatory AUM ($936.4M -> $1.09B). IAPD ↗

$1.09B RAUM · 5 reps · 617-337-4208 · focusfinancialpartners.com

WEAVER CONSULTING GROUP, LLC — crossed $1B in regulatory AUM ($892.9M -> $1.05B). IAPD ↗

$1.05B RAUM · 4 reps · (714)536-4065

FINANCIAL PARTNERS GROUP, INC. — crossed $1B in regulatory AUM ($973.3M -> $1.15B). IAPD ↗

$1.15B RAUM · 9 reps · 913-826-6982

INTEGRITY ADVISORY SOLUTIONS — crossed $1B in regulatory AUM ($512.3M -> $1.10B). IAPD ↗

$1.10B RAUM · 108 reps · (214) 919-2165 · integritywealthsolutions.com

KPP ADVISORY SERVICES LLC — crossed $1B in regulatory AUM ($874.3M -> $1.24B). IAPD ↗

$1.24B RAUM · 25 reps · 502-394-0400 · kpp-lpl.com

HIGH PROBABILITY ADVISORS, LLC — crossed $1B in regulatory AUM ($813.4M -> $1.05B). IAPD ↗

$1.05B RAUM · 13 reps · 585-485-0135 · highprobabilityadvisors.com

STAGE HARBOR FINANCIAL — crossed $1B in regulatory AUM ($972.9M -> $1.10B). IAPD ↗

$1.10B RAUM · 8 reps · (781) 934-3130

LGL PARTNERS, LLC — crossed $1B in regulatory AUM ($847.9M -> $1.71B). IAPD ↗

$1.71B RAUM · 24 reps · 610-545-6100

CALIGAN PARTNERS — crossed $1B in regulatory AUM ($419.0M -> $1.09B). IAPD ↗

$1.09B RAUM · 3 reps · 646-859-8204 · caliganpartners.com

BRIO FINANCIAL GROUP — crossed $1B in regulatory AUM ($842.6M -> $1.06B). IAPD ↗

$1.06B RAUM · 13 reps · 415-623-2450 · briofg.com

CREDICORP CAPITAL ADVISORS LLC — crossed $1B in regulatory AUM ($983.4M -> $1.58B). IAPD ↗

$1.58B RAUM · 15 reps · 305-455-0975 · credicorpcapital.com

VESTIA PERSONAL WEALTH ADVISORS — crossed $1B in regulatory AUM ($827.3M -> $1.06B). IAPD ↗

$1.06B RAUM · 17 reps · 877-669-1126

HEIRLOOM WEALTH MANAGEMENT LLC — crossed $1B in regulatory AUM ($829.3M -> $1.11B). IAPD ↗

$1.11B RAUM · 17 reps · 720-328-2877 · heirloomwm.com

SOVEREIGN FINANCIAL GROUP, INC. — crossed $1B in regulatory AUM ($882.7M -> $1.08B). IAPD ↗

$1.08B RAUM · 23 reps · (888) 765-8180

QP GLOBAL FAMILY OFFICES, LLC — crossed $1B in regulatory AUM ($964.0M -> $1.05B). IAPD ↗

$1.05B RAUM · 5 reps · 646-828-8883

MCGUIRE WEALTH MANAGEMENT — crossed $1B in regulatory AUM ($819.0M -> $1.06B). IAPD ↗

$1.06B RAUM · 3 reps · 401-364-5000 · mcguirewealth.com

LAKE STREET — crossed $1B in regulatory AUM ($961.8M -> $1.16B). IAPD ↗

$1.16B RAUM · 6 reps · 312-766 7040 · clarity-fg.com

CENTURA WEALTH ADVISORY — crossed $1B in regulatory AUM ($769.1M -> $1.20B). IAPD ↗

$1.20B RAUM · 19 reps · 858-771-9500

DECISIONPOINT FINANCIAL, LLC — crossed $1B in regulatory AUM ($848.7M -> $1.22B). IAPD ↗

$1.22B RAUM · 14 reps · 480-553-6249 · dp457b.com

CALLODINE CAPITAL MANAGEMENT — crossed $1B in regulatory AUM ($787.3M -> $2.03B). IAPD ↗

$2.03B RAUM · 5 reps · 617-880-7494 · callodine.com

PRINCIPAL ADVISED SERVICES — crossed $1B in regulatory AUM ($887.3M -> $1.42B). IAPD ↗

$1.42B RAUM · 230 reps · 866-412-0770

DURATION ASSET MANAGEMENT, LLC — crossed $1B in regulatory AUM ($467.3M -> $1.58B). IAPD ↗

$1.58B RAUM · 2 reps · (214) 420-0300

TALON LLC — crossed $1B in regulatory AUM ($876.9M -> $1.06B). IAPD ↗

$1.06B RAUM · 8 reps · (352) 751-3200 · guardingyournestegg.com

JOURNEY WEALTH MANAGEMENT — crossed $1B in regulatory AUM ($940.7M -> $1.39B). IAPD ↗

$1.39B RAUM · 17 reps · 216-468-1333 · fsmwealthadvisors.com

MATTERN CAPITAL MANAGEMENT, LLC — crossed $1B in regulatory AUM ($998.9M -> $1.07B). IAPD ↗

$1.07B RAUM · 7 reps · 720-710-2934

KINTRA WEALTH, LLC — crossed $1B in regulatory AUM ($460.9M -> $1.50B). IAPD ↗

$1.50B RAUM · 28 reps · 570-601-6960 · evergreenwealthsolutions.com

HOHIMER WEALTH MANAGEMENT, LLC — crossed $1B in regulatory AUM ($993.7M -> $1.26B). IAPD ↗

$1.26B RAUM · 10 reps · 206-709-5955

BASS AND BELL, INC. — crossed $1B in regulatory AUM ($874.6M -> $1.02B). IAPD ↗

$1.02B RAUM · 6 reps · 501-664-4170 · bassandbell.com

CW INVESTMENT ADVISERS, LLC — crossed $1B in regulatory AUM ($884.0M -> $1.08B). IAPD ↗

$1.08B RAUM · 28 reps · 626-788-2305

SEEDS — crossed $1B in regulatory AUM ($485.6M -> $1.00B). IAPD ↗

$1.00B RAUM · 5 reps · (212) 287-7370

SITTNER & NELSON, LLC — crossed $1B in regulatory AUM ($900.0M -> $1.05B). IAPD ↗

$1.05B RAUM · 4 reps · 541-636-4001 · sittnerandnelson.com

THE KELLY GROUP — crossed $1B in regulatory AUM ($953.2M -> $1.13B). IAPD ↗

$1.13B RAUM · 13 reps · 410-893-0560

CHILDRESS CAPITAL ADVISORS, LLC — crossed $1B in regulatory AUM ($826.2M -> $1.21B). IAPD ↗

$1.21B RAUM · 3 reps · 832-404-2104

HERITAGE CAPITAL ADVISORS, LLC — crossed $1B in regulatory AUM ($672.5M -> $1.26B). IAPD ↗

$1.26B RAUM · 1 reps · 303-670-9761 · info@heritagecapitalresearch.com

PIVOTAL ADVISORS LLC — crossed $1B in regulatory AUM ($412.3M -> $1.07B). IAPD ↗

$1.07B RAUM · 1 reps · 646-535-1097 · pivotal-advisors.com

CORVUS WEALTH ADVISORS LLC — crossed $1B in regulatory AUM ($870.6M -> $1.08B). IAPD ↗

$1.08B RAUM · 11 reps · 805-434-2608 · corvuswealth.com

SNOWWATER INVESTMENT PARTNERS, LLC — crossed $1B in regulatory AUM ($795.0M -> $1.30B). IAPD ↗

$1.30B RAUM · 2 reps · (203) 997-6670 · snowwaterinvestments.com

ASPIRE GROWTH PARTNERS LLC — crossed $1B in regulatory AUM ($992.5M -> $1.19B). IAPD ↗

$1.19B RAUM · 3 reps · (330) 239-1776

RHO TREASURY — crossed $1B in regulatory AUM ($704.2M -> $1.89B). IAPD ↗

$1.89B RAUM · 1 reps · (855) 743-8746 · rho.co

THEPARTNERS WEALTH MANAGEMENT — crossed $1B in regulatory AUM ($454.5M -> $1.18B). IAPD ↗

$1.18B RAUM · 31 reps · 800-324-3010 · wilkinswealthmanagement.com

POINTOAK RETIREMENT ADVISORS — crossed $1B in regulatory AUM ($818.7M -> $1.08B). IAPD ↗

$1.08B RAUM · 3 reps · 703-595-4444

DOUBLE EAGLE FAMILY OFFICES, LLC — crossed $1B in regulatory AUM ($530.9M -> $1.40B). IAPD ↗

$1.40B RAUM · 6 reps · 817-928-3260

VANTAGE FINANCIAL PARTNERS, LLC — crossed $1B in regulatory AUM ($810.7M -> $1.02B). IAPD ↗

$1.02B RAUM · 12 reps · 262-439-8587 · vantagefinancialwi.com

VERTEX PARTNERS — crossed $1B in regulatory AUM ($827.9M -> $1.01B). IAPD ↗

$1.01B RAUM · 13 reps · 630-836-3300

FORTITUDE FAMILY OFFICE — crossed $1B in regulatory AUM ($893.7M -> $1.00B). IAPD ↗

$1.00B RAUM · 13 reps · (602) 834-0089

ADVYZON INVESTMENT MANAGEMENT, LLC — crossed $1B in regulatory AUM ($502.4M -> $1.68B). IAPD ↗

$1.68B RAUM · 3 reps · 844-340-1898

49 FINANCIAL — crossed $1B in regulatory AUM ($871.4M -> $1.40B). IAPD ↗

$1.40B RAUM · 128 reps · 214-563-1190

BREAKWATER CAPITAL GROUP — crossed $1B in regulatory AUM ($843.4M -> $1.02B). IAPD ↗

$1.02B RAUM · 4 reps · (551) 342-3733 · breakwatercapitalgroup.com

APOLLON FINANCIAL, LLC — crossed $1B in regulatory AUM ($890.4M -> $1.45B). IAPD ↗

$1.45B RAUM · 18 reps · 843-579-0018 · apollonfinancial.com

SOLLINDA CAPITAL MANAGEMENT LLC — crossed $1B in regulatory AUM ($909.4M -> $1.02B). IAPD ↗

$1.02B RAUM · 15 reps · 8446621211

BUCK WEALTH STRATEGIES, LLC — crossed $1B in regulatory AUM ($565.4M -> $1.64B). IAPD ↗

$1.64B RAUM · 39 reps · 888-210-6567

SHERMAN PORTFOLIOS — crossed $1B in regulatory AUM ($581.6M -> $1.56B). IAPD ↗

$1.56B RAUM · 3 reps · 800-634-2008 · shermanportfolios.com

SMITH BROTHERS FINANCIAL, LLC — crossed $1B in regulatory AUM ($999.2M -> $1.11B). IAPD ↗

$1.11B RAUM · 6 reps · (800) 426-6946 · smithbrothersfs.com

JOCELYN INVESTMENT MANAGEMENT, LLC — crossed $1B in regulatory AUM ($919.7M -> $1.01B). IAPD ↗

$1.01B RAUM · 2 reps · 415-256-1795 · jocelyninvestment.com

UPTICK PARTNERS, LLC — crossed $1B in regulatory AUM ($688.1M -> $1.06B). IAPD ↗

$1.06B RAUM · 25 reps · (936) 800-0800

SECOND LINE CAPITAL, LLC — crossed $1B in regulatory AUM ($723.0M -> $1.32B). IAPD ↗

$1.32B RAUM · 24 reps · 504-321-0923

BLUESTEM WEALTH PARTNERS, LLC — crossed $1B in regulatory AUM ($968.0M -> $1.12B). IAPD ↗

$1.12B RAUM · 18 reps · 612-464-0372

VICTORY FINANCIAL — crossed $1B in regulatory AUM ($687.6M -> $1.34B). IAPD ↗

$1.34B RAUM · 47 reps · (512) 763-7671 · steadfastwealthplanning.com

COREVISION FINANCIAL GROUP — crossed $1B in regulatory AUM ($352.3M -> $1.15B). IAPD ↗

$1.15B RAUM · 6 reps · 317-398-8200 · corevisionfg.com

BRIDGEPORT FINANCIAL SOLUTIONS — crossed $1B in regulatory AUM ($484.5M -> $1.05B). IAPD ↗

$1.05B RAUM · 9 reps · 877-411-2737 · bridgeport.financial

FARTHER ASSET MANAGEMENT, LLC — crossed $1B in regulatory AUM ($290.6M -> $2.91B). IAPD ↗

$2.91B RAUM · 5 reps · 628-246-8004

FIDUCIARY BENEFITS GROUP — crossed $1B in regulatory AUM ($843.4M -> $1.07B). IAPD ↗

$1.07B RAUM · 3 reps · 844-967-8491 · fiduciarybenefitsgroup.com

THREE SEASONS WEALTH — crossed $1B in regulatory AUM ($361.7M -> $1.23B). IAPD ↗

$1.23B RAUM · 7 reps · 801-662-0585 · threeseasonswealth.com

FORM WEALTH ADVISORS, LLC — crossed $1B in regulatory AUM ($932.3M -> $1.06B). IAPD ↗

$1.06B RAUM · 8 reps · 262-686-3005

TRIAD WEALTH PARTNERS, LLC — crossed $1B in regulatory AUM ($425.0M -> $1.53B). IAPD ↗

$1.53B RAUM · 33 reps · 785-830-0000

AC WEALTH PARTNERS — crossed $1B in regulatory AUM ($466.4M -> $1.07B). IAPD ↗

$1.07B RAUM · 3 reps · 1-800-461-3205 · acwealthpartners.com

LEGACY EDGE ADVISORS — crossed $1B in regulatory AUM ($896.2M -> $1.23B). IAPD ↗

$1.23B RAUM · 16 reps · 516-447-4200

CRUSONIA WEALTH ADVISORS LLC — crossed $1B in regulatory AUM ($161.3M -> $1.18B). IAPD ↗

$1.18B RAUM · 14 reps · 303-810-6366 · advisorfind.com

ALLEGIANT WEALTH ADVISORS, LLC — crossed $1B in regulatory AUM ($956.5M -> $1.17B). IAPD ↗

$1.17B RAUM · 2 reps · (918) 623-4500 · allegiantwealth.com

BEARING POINT CAPITAL — crossed $1B in regulatory AUM ($907.5M -> $1.11B). IAPD ↗

$1.11B RAUM · 4 reps · 952-800-6301 · bearingpointcap.com

BURLING WEALTH PARTNERS — crossed $1B in regulatory AUM ($768.0M -> $1.00B). IAPD ↗

$1.00B RAUM · 7 reps · 1-312-825-0262 · burlingwp.com

PITCAIRN — crossed $1B in regulatory AUM ($775.8M -> $5.87B). IAPD ↗

$5.87B RAUM · 37 reps · 215-881-6144

BASECAMP WEALTH ADVISORS, LLC — crossed $1B in regulatory AUM ($882.3M -> $1.08B). IAPD ↗

$1.08B RAUM · 4 reps · 425-553-0031 · basecampwealthadvisors.com

LATHROP INVESTMENT MANAGEMENT COMPANY — crossed $1B in regulatory AUM ($937.1M -> $1.01B). IAPD ↗

$1.01B RAUM · 3 reps · 501-227-4930 · limc.com

VERITA STRATEGIC WEALTH PARTNERS, LLC — crossed $1B in regulatory AUM ($854.8M -> $1.01B). IAPD ↗

$1.01B RAUM · 5 reps · 4155204345 · veritawealth.com

MARBLE WEALTH, LLC — crossed $1B in regulatory AUM ($894.6M -> $1.05B). IAPD ↗

$1.05B RAUM · 5 reps · (334) 679-4800

PIVOT CAPITAL PARTNERS LLC — crossed $1B in regulatory AUM ($139.0M -> $1.40B). IAPD ↗

$1.40B RAUM · 1 reps · 888-585-9981 · pivotcapitalllc.com

OPENARC CORPORATE ADVISORY, LLC — crossed $1B in regulatory AUM ($443.7M -> $10.09B). IAPD ↗

$10.09B RAUM · 80 reps · 844-648-6001

&PARTNERS — reported RAUM up 114% ($14.15B -> $30.27B). IAPD ↗

$30.27B RAUM · 439 reps · 615-255-6431 · andpartners.com

CANTERBURY CONSULTING INCORPORATED — reported RAUM up 521% ($7.39B -> $45.88B). IAPD ↗

$45.88B RAUM · 25 reps · 949-721-9580 · canterburyconsulting.com

1834 INVESTMENT ADVISORS CO. — reported RAUM up 112% ($1.03B -> $2.20B). IAPD ↗

$2.20B RAUM · 30 reps · (414) 615-1012 · 1834investmentadvisors.com

VICTORY CAPITAL MANAGEMENT INC. — reported RAUM up 86% ($152.29B -> $282.71B). IAPD ↗

$282.71B RAUM · 170 reps · 877-660-4400 · vcm.com

MDT ADVISERS, A DIVISION OF FEDERATED MDTA LLC — reported RAUM up 122% ($11.66B -> $25.95B). IAPD ↗

$25.95B RAUM · 19 reps · 617-235-7100

MAI CAPITAL MANAGEMENT, LLC — reported RAUM up 76% ($29.63B -> $52.10B). IAPD ↗

$52.10B RAUM · 230 reps · (216) 920-4800

AQR CAPITAL MANAGEMENT, LLC — reported RAUM up 94% ($160.52B -> $311.70B). IAPD ↗

$311.70B RAUM · 276 reps · 203-742-3600 · aqr.com

FUTURE CAPITAL — reported RAUM up 96% ($1.03B -> $2.02B). IAPD ↗

$2.02B RAUM · 2 reps · 888-871-5711 · futurecapital.com

BFC PLANNING, INC. — reported RAUM up 90% ($2.03B -> $3.84B). IAPD ↗

$3.84B RAUM · 200 reps · 319-447-5700

RETIREMENT PLAN ADVISORS, LLC — reported RAUM up 88% ($1.88B -> $3.54B). IAPD ↗

$3.54B RAUM · 47 reps · 312-701-1100 · retirementplanadvisors.com

ELEVATION POINT WEALTH PARTNERS, LLC — reported RAUM up 159% ($2.43B -> $6.30B). IAPD ↗

$6.30B RAUM · 39 reps · 303-382-2880

SPROTT ASSET MANAGEMENT USA INC. — reported RAUM up 118% ($4.64B -> $10.12B). IAPD ↗

$10.12B RAUM · 35 reps · 203-656-2400 · sprott.com

INTEGRITY ALLIANCE, LLC — reported RAUM up 125% ($2.41B -> $5.41B). IAPD ↗

$5.41B RAUM · 322 reps · 877-886-1939 · integritywealth.com

MERIT FINANCIAL ADVISORS — reported RAUM up 126% ($10.58B -> $23.88B). IAPD ↗

$23.88B RAUM · 229 reps · 678-867-7050

RIVERFRONT INVESTMENT GROUP, LLC — reported RAUM up 88% ($1.18B -> $2.22B). IAPD ↗

$2.22B RAUM · 12 reps · 804-549-4800

CLEAR HAVEN CAPITAL MANAGEMENT, LLC — reported RAUM up 82% ($1.20B -> $2.18B). IAPD ↗

$2.18B RAUM · 6 reps · 332-240-0416

GOTHAM ASSET MANAGEMENT, LLC — reported RAUM up 148% ($12.13B -> $30.03B). IAPD ↗

$30.03B RAUM · 22 reps · 212-319-4100 · gothametfs.com

ARIN RISK ADVISORS LLC — reported RAUM up 105% ($4.97B -> $10.19B). IAPD ↗

$10.19B RAUM · 5 reps · 610.822.3400 · arinllc.com

NORTHROCK PARTNERS, LLC — reported RAUM up 85% ($6.60B -> $12.19B). IAPD ↗

$12.19B RAUM · 91 reps · (612) 367-8800

ETF ARCHITECT — reported RAUM up 85% ($16.05B -> $29.74B). IAPD ↗

$29.74B RAUM · 6 reps · 1.215.330.4476 · etfarchitect.com

VESTMARK ADVISORY SOLUTIONS, INC. — reported RAUM up 398% ($10.02B -> $49.85B). IAPD ↗

$49.85B RAUM · 25 reps · 888-355-0477 · vestmark.com

VIDENT ASSET MANAGEMENT — reported RAUM up 82% ($12.09B -> $22.02B). IAPD ↗

$22.02B RAUM · 9 reps · 404-267-1501 · videntam.com

ARKADIOS WEALTH ADVISORS — reported RAUM up 128% ($3.86B -> $8.79B). IAPD ↗

$8.79B RAUM · 151 reps · 404-445-0035

PINE RIDGE ADVISERS LLC — reported RAUM up 185% ($5.06B -> $14.42B). IAPD ↗

$14.42B RAUM · 4 reps · 212-273-0463 · pineridgeadvisers.com

ATOM INVESTORS LP — reported RAUM up 107% ($3.30B -> $6.83B). IAPD ↗

$6.83B RAUM · 8 reps · (737) 249-0292 · atomlp.com

QUANTINNO CAPITAL MANAGEMENT LP — reported RAUM up 325% ($14.32B -> $60.91B). IAPD ↗

$60.91B RAUM · 13 reps · (212) 812-8471

THIRD LAKE PARTNERS, LLC — reported RAUM up 78% ($3.35B -> $5.97B). IAPD ↗

$5.97B RAUM · 13 reps · (813) 497-8100

VISE AI ADVISORS — reported RAUM up 177% ($2.18B -> $6.03B). IAPD ↗

$6.03B RAUM · 20 reps · 201-375-3969

FARTHER — reported RAUM up 113% ($7.52B -> $16.01B). IAPD ↗

$16.01B RAUM · 252 reps · 628-246-8004

ALIYA CAPITAL PARTNERS LLC — reported RAUM up 162% ($1.98B -> $5.18B). IAPD ↗

$5.18B RAUM · 6 reps · 305-831-4999

LARCH CAPITAL PARTNERS LLC — reported RAUM up 80% ($1.67B -> $3.00B). IAPD ↗

$3.00B RAUM · 6 reps · (786) 677-4120 · larchcapitalpartners.com

TRB WEALTH MANAGEMENT, LLC — reported RAUM up 220% ($1.17B -> $3.74B). IAPD ↗

$3.74B RAUM · 13 reps · 832-810-3565 · trb.bank

IMPACT PARTNERSHIP WEALTH, LLC — reported RAUM up 76% ($1.68B -> $2.96B). IAPD ↗

$2.96B RAUM · 89 reps · 800-380-5040

BROOKLYN INVESTMENT GROUP, LLC — reported RAUM up 259% ($1.11B -> $3.98B). IAPD ↗

$3.98B RAUM · 9 reps · 617-319-7229

SAVVY — reported RAUM up 286% ($1.30B -> $5.00B). IAPD ↗

$5.00B RAUM · 101 reps · 833-745-6789 · savvywealth.com

VESTGEN ADVISORS, LLC — reported RAUM up 92% ($3.47B -> $6.67B). IAPD ↗

$6.67B RAUM · 58 reps · 312-237-4446 · vestgen.com

PGIM DC SOLUTIONS — reported RAUM up 455% ($1.24B -> $6.90B). IAPD ↗

$6.90B RAUM · 5 reps · 1-877-275-9786 · pgim.com

CONCENTRIC — reported RAUM up 81% ($7.67B -> $13.91B). IAPD ↗

$13.91B RAUM · 16 reps · 888-265-2257 · concentricinnovation.com

GATEWAY WEALTH PARTNERS, LLC — reported RAUM up 82% ($1.25B -> $2.28B). IAPD ↗

$2.28B RAUM · 83 reps · (920) 731-9293

MODERN WEALTH MANAGEMENT, LLC — reported RAUM up 77% ($6.15B -> $10.90B). IAPD ↗

$10.90B RAUM · 102 reps · 913-393-1000 · ogrizovichfinancial.site

ARIS INVESTING — reported RAUM up 196% ($1.12B -> $3.31B). IAPD ↗

$3.31B RAUM · 7 reps · 3129102502 · arisinvesting.com

GC WEALTH MANAGEMENT RIA, LLC — reported RAUM up 171% ($2.15B -> $5.83B). IAPD ↗

$5.83B RAUM · 34 reps · 617-234-7000 · generalcatalyst.com

STIFEL CAPITAL MANAGEMENT, LLC — reported RAUM up 182% ($1.49B -> $4.20B). IAPD ↗

$4.20B RAUM · 5 reps · 212-328-1000 · stifelcapitalmanagement.com

FORZA INVESTMENT GROUP, LP — reported RAUM up 105% ($1.92B -> $3.94B). IAPD ↗

$3.94B RAUM · 6 reps · 973-315-5394 · forza-ig.com

WGI DM, LLC — reported RAUM up 83% ($4.25B -> $7.78B). IAPD ↗

$7.78B RAUM · 6 reps · 617-428-4040

FS DIGITAL INFRASTRUCTURE ADVISOR, LLC — reported RAUM up 89% ($1.70B -> $3.21B). IAPD ↗

$3.21B RAUM · 10 reps · 215-220-6651 · podcastaddict.com

ACTIV8 FAMILY OFFICE LLC — 's provisional registration is now fully approved. IAPD ↗

$1.54B RAUM · 6 reps · 978-870-0255 · activ8familyoffice.com

71 WEST CAPITAL PARTNERS — 's provisional registration is now fully approved. IAPD ↗

$5.51B RAUM · 8 reps · 617-885-8090 · 71westcapital.com

AUSDAL FINANCIAL PARTNERS, INC. — reported RAUM up 75% ($2.13B -> $3.73B). IAPD ↗

$3.73B RAUM · 168 reps · 563-326-2064 · wenstrup.org

GREENSPRING ADVISORS, LLC — reported RAUM up 71% ($3.78B -> $6.46B). IAPD ↗

$6.46B RAUM · 39 reps · 443-564-4600 · greenspringadvice.com

REGAN CAPITAL — reported RAUM up 71% ($2.10B -> $3.59B). IAPD ↗

$3.59B RAUM · 5 reps · 214-550-1710

MAS ADVISORS LLC — reported RAUM up 71% ($1.50B -> $2.56B). IAPD ↗

$2.56B RAUM · 9 reps · 786-364-3101 · masadvisorsllc.com

SUMMIT WEALTH GROUP — reported RAUM up 70% ($1.35B -> $2.31B). IAPD ↗

$2.31B RAUM · 29 reps · 7196334033 · summitwealthgroup.com

WALL CAPITAL GROUP, INC. — reported RAUM up 174% ($107.5M -> $294.7M). IAPD ↗

$294.7M RAUM · 3 reps · 623-242-6332 · wallcapitalgroup.com

NWF ADVISORY SERVICES INC — reported RAUM up 68% ($3.82B -> $6.43B). IAPD ↗

$6.43B RAUM · 102 reps · 310-475-5854

HELM CAPITAL MANAGEMENT — reported RAUM up 97% ($203.1M -> $400.8M). IAPD ↗

$400.8M RAUM · 1 reps · 206-654-6200 · helmcapitalmanagement.com

SUPERIOR PLANNING WEALTH MANAGEMENT & FAMILY OFFICE — reported RAUM up 82% ($192.1M -> $349.6M). IAPD ↗

$349.6M RAUM · 8 reps · 858-546-1046 · superiorplanning.com

NEW ENGLAND PRIVATE WEALTH ADVISORS, LLC — reported RAUM up 70% ($3.00B -> $5.09B). IAPD ↗

$5.09B RAUM · 10 reps · 781-416-1700 · nepwealth.com

HERBERT J. SIMS CAPITAL MANAGEMENT, INC. — reported RAUM up 134% ($186.8M -> $436.9M). IAPD ↗

$436.9M RAUM · 25 reps · 203-418-9000

FIRST CITIZENS ASSET MANAGEMENT, INC — reported RAUM up 178% ($167.0M -> $465.1M). IAPD ↗

$465.1M RAUM · 32 reps · 800-229-0205 · firstcitizens.com

SEVEN HILLS FINANCIAL, LLC — reported RAUM up 88% ($149.1M -> $280.9M). IAPD ↗

$280.9M RAUM · 5 reps · 850-219-6699

CAIM LLC — reported RAUM up 78% ($178.9M -> $318.0M). IAPD ↗

$318.0M RAUM · 2 reps · 941-388-7249

VISTICA WEALTH ADVISORS, LLC — reported RAUM up 98% ($131.6M -> $260.1M). IAPD ↗

$260.1M RAUM · 5 reps · 760-854-4003

MARTIN CAPITAL PARTNERS, LLC — reported RAUM up 203% ($95.9M -> $290.5M). IAPD ↗

$290.5M RAUM · 4 reps · 541-636-4170 · martincp.com

PATHWAYS WEALTH MANAGEMENT, INC. — reported RAUM up 115% ($133.3M -> $287.0M). IAPD ↗

$287.0M RAUM · 3 reps · 937-552-9765 · pathwayswm.com

INTEGRITY INVESTMENT ADVISORS — reported RAUM up 135% ($168.0M -> $394.3M). IAPD ↗

$394.3M RAUM · 2 reps · 303-549-4720

TIDAL INVESTMENTS LLC — reported RAUM up 68% ($27.26B -> $45.83B). IAPD ↗

$45.83B RAUM · 50 reps · 855-843-2534

GREENWICH ADVISORS, LLC — reported RAUM up 80% ($162.8M -> $293.2M). IAPD ↗

$293.2M RAUM · 4 reps · 203-489-0700 · greenwichadvisors.com

NORTHERN LIGHTS ADVISORS, INC. — reported RAUM up 97% ($131.7M -> $258.9M). IAPD ↗

$258.9M RAUM · 3 reps · 206-203-6638

MILLENNIAL ADVISERS, LLC. — reported RAUM up 478% ($58.7M -> $339.4M). IAPD ↗

$339.4M RAUM · 12 reps · 646-532-2400

STRATEGAS ASSET MANAGEMENT, LLC — reported RAUM up 209% ($148.2M -> $458.4M). IAPD ↗

$458.4M RAUM · 15 reps · 855-273-7227 · strategasasset.com

GUGGENHEIM WEALTH SOLUTIONS, LLC — reported RAUM up 1081% ($31.4M -> $371.3M). IAPD ↗

$371.3M RAUM · 6 reps · 310-576-1270 · guggenheiminvestments.com

BLACKTOWER FINANCIAL MANAGEMENT (US) LLC — reported RAUM up 107% ($122.8M -> $254.4M). IAPD ↗

$254.4M RAUM · 28 reps · 1-407-362-7753

SUNBEAM CAPITAL MANAGEMENT, LLC — reported RAUM up 92% ($213.2M -> $410.2M). IAPD ↗

$410.2M RAUM · 2 reps · (901) 229-2132

REDWOOD FINANCIAL PLANNING, LLC — reported RAUM up 83% ($212.8M -> $388.8M). IAPD ↗

$388.8M RAUM · 3 reps · 908-663-2125

CATALYST FINANCIAL PARTNERS — reported RAUM up 69% ($1.02B -> $1.72B). IAPD ↗

$1.72B RAUM · 6 reps · 617-239-8101

BLUEDOOR PRIVATE WEALTH, LLC — reported RAUM up 218% ($105.9M -> $337.3M). IAPD ↗

$337.3M RAUM · 4 reps · 781-810-4604 · bluedoorprivate.com

HUDSON CAPITAL ADVISORY, INC. — reported RAUM up 146% ($133.0M -> $327.7M). IAPD ↗

$327.7M RAUM · 3 reps · 716-277-2717 · hudsonadvisors.com

CORPS CAPITAL ADVISORS, LLC — reported RAUM up 83% ($147.8M -> $270.3M). IAPD ↗

$270.3M RAUM · 3 reps · (214) 452-2300 · corpscapadvisors.com

ADVISORSTRUST PARTNERS LLC — reported RAUM up 101% ($216.8M -> $435.3M). IAPD ↗

$435.3M RAUM · 4 reps · 919-298-2458 · jamesfinancialadvisors.com

RETIRABLE — reported RAUM up 130% ($130.6M -> $301.0M). IAPD ↗

$301.0M RAUM · 12 reps · 833 222 1807

NEW EDGE WEALTH — reported RAUM up 65% ($12.06B -> $19.93B). IAPD ↗

$19.93B RAUM · 99 reps · 2034242262

ADVISOR SHARE WEALTH MANAGEMENT, LLC — reported RAUM up 104% ($185.2M -> $376.9M). IAPD ↗

$376.9M RAUM · 41 reps · 866-232-3251 · advisorsharewm.com

PTM WEALTH MANAGEMENT, LLC — reported RAUM up 77% ($175.3M -> $310.2M). IAPD ↗

$310.2M RAUM · 2 reps · 267-317-1515

TREASURE INVESTMENT MANAGEMENT, LLC — reported RAUM up 133% ($108.5M -> $252.7M). IAPD ↗

$252.7M RAUM · 0 reps · 310-957-9428 · treasure.tech

ELYSIUM WEALTH MANAGEMENT, LLC — reported RAUM up 121% ($159.2M -> $352.3M). IAPD ↗

$352.3M RAUM · 10 reps · 385-276-4716

MOMENT PRIVATE WEALTH — reported RAUM up 128% ($156.7M -> $357.2M). IAPD ↗

$357.2M RAUM · 6 reps · (636) 591-1050 · momentprivatewealth.com

THE FUTURE FUND LLC — reported RAUM up 759% ($36.6M -> $314.4M). IAPD ↗

$314.4M RAUM · 2 reps · 312-825-1280

NORMANDY INVESTMENT ADVISORS — reported RAUM up 92% ($142.0M -> $273.4M). IAPD ↗

$273.4M RAUM · 5 reps · 913-914-1944 · normandyia.com

NFWM — reported RAUM up 109% ($149.3M -> $311.9M). IAPD ↗

$311.9M RAUM · 2 reps · (214) 379-3333

VALTRION CAPITAL MANAGEMENT, LLC — reported RAUM up 100% ($143.6M -> $287.3M). IAPD ↗

$287.3M RAUM · 6 reps · 833-856-2088 · valtrioncapital.com

COGENT PRIVATE WEALTH — reported RAUM up 77% ($141.5M -> $250.3M). IAPD ↗

$250.3M RAUM · 5 reps · (407) 887-4965 · cogentprivatewealth.com

FLATROCK WEALTH PARTNERS LLC — reported RAUM up 80% ($232.4M -> $417.6M). IAPD ↗

$417.6M RAUM · 2 reps · (949) 687-2615

M2G VENTURES LLC — reported RAUM up 82% ($156.2M -> $284.0M). IAPD ↗

$284.0M RAUM · 15 reps · 817-898-8515

OPAL CAPITAL LLC — reported RAUM up 158% ($135.0M -> $348.3M). IAPD ↗

$348.3M RAUM · 6 reps · 917-716-6257

POMONA WEALTH MANAGEMENT, LLC — reported RAUM up 75% ($165.2M -> $289.8M). IAPD ↗

$289.8M RAUM · 2 reps · 509-643-6028 · pomonawm.com

TIEMPO CAPITAL PARTNERS — reported RAUM up 79% ($508.0M -> $911.0M). IAPD ↗

$911.0M RAUM · 4 reps · 786-885-2120 · tiempocapital.com

RETIREMENT PORTFOLIOS, LLC — reported RAUM up 90% ($153.0M -> $290.0M). IAPD ↗

$290.0M RAUM · 2 reps · 785-330-9292

OSPREY PRIVATE WEALTH LLC — reported RAUM up 177% ($162.1M -> $448.4M). IAPD ↗

$448.4M RAUM · 2 reps · (646) 907-5800

OUTRUNNER CAPITAL, LLC — reported RAUM up 114% ($233.2M -> $498.5M). IAPD ↗

$498.5M RAUM · 3 reps · 512-649-3192 · outrunnercapital.com

STORYONE FAMILY OFFICE — reported RAUM up 81% ($143.5M -> $259.4M). IAPD ↗

$259.4M RAUM · 4 reps · 913-544-0600

ARENA PRIVATE WEALTH — reported RAUM up 143% ($139.1M -> $338.1M). IAPD ↗

$338.1M RAUM · 8 reps · 312-798-9045

BEATRICE ADVISORS LP — reported RAUM up 337% ($64.6M -> $282.3M). IAPD ↗

$282.3M RAUM · 6 reps · 212-688-1261

THE WELLINGTON GRP LLC — reported RAUM up 247% ($136.4M -> $473.6M). IAPD ↗

$473.6M RAUM · 9 reps · 317-846-5055 · thewellingtongroupllc.com

THE LIFE WEALTH GROUP — reported RAUM up 176% ($177.7M -> $490.6M). IAPD ↗

$490.6M RAUM · 9 reps · 407-299-4129 · thelifewealthgroup.com

INFLECTION CAPITAL MANAGEMENT, LLC — reported RAUM up 94% ($188.5M -> $365.6M). IAPD ↗

$365.6M RAUM · 8 reps · 415-450-6556

TRITONPOINT PARTNERS, LLC — reported RAUM up 160% ($110.3M -> $286.5M). IAPD ↗

$286.5M RAUM · 3 reps · 301-799-9001

PARADIGM INVESTMENT ADVISORY, LLC — reported RAUM up 133% ($182.8M -> $425.1M). IAPD ↗

$425.1M RAUM · 8 reps · 908-450-7402 · paradigm-partners.com

BEACON ADVISORS — reported RAUM up 79% ($256.7M -> $459.6M). IAPD ↗

$459.6M RAUM · 4 reps · 512-612-4884 · beacon-adv.com

TRITONPOINT CAPITAL, LLC — reported RAUM up 123% ($112.2M -> $250.2M). IAPD ↗

$250.2M RAUM · 1 reps · 301-799-9001

INNOVATIVE ASSET ADVISORS GROUP — reported RAUM up 122% ($134.5M -> $297.9M). IAPD ↗

$297.9M RAUM · 11 reps · 203-444-3599 · innovativeaag.com

ASSET ONE WEALTH MANAGEMENT, LLC — 's provisional registration is now fully approved. IAPD ↗

$982.5M RAUM · 9 reps · (425) 504-830 · assetone.com

AXIENT INVESTMENT ADVISORS LLC — 's provisional registration is now fully approved. IAPD ↗

$454.0M RAUM · 12 reps · 256-980-1723 · axientadvisors.com

SENTINEL ADVISORY GROUP, LLC — 's provisional registration is now fully approved. IAPD ↗

$320.8M RAUM · 8 reps · 608-579-9350

STEELHEAD WEALTH MANAGEMENT — 's provisional registration is now fully approved. IAPD ↗

$341.9M RAUM · 3 reps · (804) 548-0781 · steelheadwealth.com

POINTONE FAMILY OFFICE — 's provisional registration is now fully approved. IAPD ↗

$327.1M RAUM · 2 reps · (310) 737-2637 · p1fo.com

CANBY FINANCIAL ADVISORS — 's provisional registration is now fully approved. IAPD ↗

$729.4M RAUM · 5 reps · 508-598-1082 · canbyfinancial.com

WASHINGTON PARK CAPITAL MANAGEMENT, LLC — 's provisional registration is now fully approved. IAPD ↗

$359.5M RAUM · 3 reps · 503-222-9917 · waparkadvisors.com

BELLARS HARRIS WEALTH MANAGEMENT — 's provisional registration is now fully approved. IAPD ↗

$505.4M RAUM · 5 reps · 757-704-4200 · bellarsharriswealth.com

AUGUST WEALTH ADVISORS LLC — 's provisional registration is now fully approved. IAPD ↗

$436.6M RAUM · 4 reps · (800) 985-9477 · augustwealthadvisors.com

VERTRIX WEALTH MANAGEMENT, LLC — 's provisional registration is now fully approved. IAPD ↗

$343.2M RAUM · 7 reps · (248) 602 0555 · vertrixwm.com

H. C. DENISON CO. — reported RAUM up 75% ($177.3M -> $310.0M). IAPD ↗

$310.0M RAUM · 4 reps · 920 457-9451 · hcdenison.com

OSAIC INSTITUTIONS, INC. — reported RAUM up 61% ($4.02B -> $6.49B). IAPD ↗

$6.49B RAUM · 478 reps · 203-599-6000 · osaic.com

WESBANCO SECURITIES, INC. — reported RAUM up 72% ($166.5M -> $285.9M). IAPD ↗

$285.9M RAUM · 42 reps · 8003683369

EARNED WEALTH ADVISORS, LLC — reported RAUM up 62% ($1.92B -> $3.11B). IAPD ↗

$3.11B RAUM · 33 reps · 925.939.2500

GENEOS WEALTH MANAGEMENT, INC. — reported RAUM up 65% ($5.60B -> $9.22B). IAPD ↗

$9.22B RAUM · 200 reps · 303-785-8470 · geneoswealth.com

JFG FAMILY OFFICE — reported RAUM up 65% ($2.75B -> $4.53B). IAPD ↗

$4.53B RAUM · 35 reps · 720-475-1195

EURO PACIFIC ASSET MANAGEMENT, LLC — reported RAUM up 60% ($1.36B -> $2.18B). IAPD ↗

$2.18B RAUM · 5 reps · 1-866-878-2881 · europac.com

COMPASS FINANCIAL MANAGEMENT LLC — reported RAUM up 72% ($519.0M -> $893.8M). IAPD ↗

$893.8M RAUM · 31 reps · 813-597-6400

BALEFIRE, LLC — reported RAUM up 61% ($1.24B -> $1.99B). IAPD ↗

$1.99B RAUM · 38 reps · 972-361-1001 · balefirewealth.com

COMPOUND PLANNING, INC. — reported RAUM up 60% ($3.03B -> $4.85B). IAPD ↗

$4.85B RAUM · 76 reps · 888-533-9364 · compoundplanning.com

SPIDERROCK ADVISORS, LLC — reported RAUM up 64% ($5.98B -> $9.83B). IAPD ↗

$9.83B RAUM · 43 reps · (312) 847-0300 · spiderrockadvisors.com

ATLATL ADVISERS — reported RAUM up 71% ($229.9M -> $392.7M). IAPD ↗

$392.7M RAUM · 7 reps · (608) 351-4500

ECIO, INC. — reported RAUM up 71% ($231.7M -> $395.6M). IAPD ↗

$395.6M RAUM · 4 reps · 608-291-4646 · getecio.com

IEQ CAPITAL, LLC — reported RAUM up 60% ($35.38B -> $56.77B). IAPD ↗

$56.77B RAUM · 193 reps · 650-581-9807 · ieqcapital.com

HUNTER LEWIS LLC — reported RAUM up 75% ($226.0M -> $394.6M). IAPD ↗

$394.6M RAUM · 6 reps · 434-996-0370

EMPOWER WEALTH MANAGEMENT — reported RAUM up 74% ($200.2M -> $349.3M). IAPD ↗

$349.3M RAUM · 5 reps · 512-833-6557 · empoweringretirement.com

ABICH FINANCIAL WEALTH MANAGEMENT, LLC — reported RAUM up 73% ($227.6M -> $394.7M). IAPD ↗

$394.7M RAUM · 5 reps · (571) 577-9968

CW ADVISORS, LLC — reported RAUM up 64% ($9.30B -> $15.22B). IAPD ↗

$15.22B RAUM · 89 reps · (617) 428-7600 · cwadvisorsgroup.com

GAMMA INVESTING LLC — reported RAUM up 61% ($1.42B -> $2.28B). IAPD ↗

$2.28B RAUM · 7 reps · 888-585-1755 · gammainvesting.com

BALLAST ROCK PRIVATE WEALTH — reported RAUM up 70% ($238.2M -> $405.7M). IAPD ↗

$405.7M RAUM · 8 reps · (800) 204-2513 · ballastrockpw.com

DIVERSIFY WEALTH MANAGEMENT, LLC — reported RAUM up 63% ($2.53B -> $4.11B). IAPD ↗

$4.11B RAUM · 70 reps · 801-838-9999 · caliberwealthmanagement.com

UNITING WEALTH PARTNERS — reported RAUM up 72% ($544.7M -> $934.6M). IAPD ↗

$934.6M RAUM · 11 reps · 720-706-7180 · unitingwealthpartners.com

MATTERS CAPITAL LLC — reported RAUM up 70% ($174.3M -> $296.8M). IAPD ↗

$296.8M RAUM · 2 reps · (305) 528-3701 · matters.capital

CETERA INVESTMENT ADVISERS LLC — reported RAUM up 57% ($163.79B -> $256.81B). IAPD ↗

$256.81B RAUM · 9049 reps · 310-257-7880 · ceterafinancialspecialists.com

HORIZON INVESTMENTS LLC — reported RAUM up 58% ($5.36B -> $8.47B). IAPD ↗

$8.47B RAUM · 23 reps · 704-544-2399 · horizoninvestments.com

APRIO WEALTH MANAGEMENT, LLC — reported RAUM up 58% ($2.64B -> $4.15B). IAPD ↗

$4.15B RAUM · 32 reps · 404-892-9651 · wealth.aprio.com

ADVOCACY WEALTH MANAGEMENT, LLC — reported RAUM up 56% ($2.08B -> $3.24B). IAPD ↗

$3.24B RAUM · 26 reps · 404.836.7141 · advocacywealth.com

WESTFULLER ADVISORS, LLC — reported RAUM up 58% ($2.14B -> $3.37B). IAPD ↗

$3.37B RAUM · 14 reps · 212-219-6198 · westfulleradvisors.com

NEWEDGE ADVISORS — reported RAUM up 58% ($27.38B -> $43.21B). IAPD ↗

$43.21B RAUM · 515 reps · 504-459-4391 · pilgreenwealthmanagement.com

AB PRIVATE CREDIT INVESTORS LLC — reported RAUM up 57% ($7.21B -> $11.36B). IAPD ↗

$11.36B RAUM · 1 reps · 512-721-2900

VANGUARD PERSONALIZED INDEXING MANAGEMENT — reported RAUM up 56% ($7.26B -> $11.35B). IAPD ↗

$11.35B RAUM · 5 reps · 844-317-5190

INVICTA ADVISORS LLC — reported RAUM up 69% ($183.5M -> $310.2M). IAPD ↗

$310.2M RAUM · 7 reps · 412-349-8684 · invictacapitaladvisors.com

GREENBRIDGE PARTNERS LLC — reported RAUM up 70% ($254.8M -> $433.1M). IAPD ↗

$433.1M RAUM · 1 reps · 863-688-5938

NAVIS WEALTH ADVISORS LLC — reported RAUM up 67% ($540.7M -> $902.2M). IAPD ↗

$902.2M RAUM · 6 reps · 914-848-8300

ENCOMPASS MORE ASSET MANAGEMENT LLC — reported RAUM up 69% ($581.9M -> $984.9M). IAPD ↗

$984.9M RAUM · 85 reps · 925-272-8850 · encompassmore.com

CONCURRENT INVESTMENT ADVISORS, LLC — reported RAUM up 59% ($9.90B -> $15.73B). IAPD ↗

$15.73B RAUM · 163 reps · 813-709-8800 · famwealthsolutions.com

LCP INSTITUTIONAL, LLC — reported RAUM up 57% ($2.02B -> $3.18B). IAPD ↗

$3.18B RAUM · 4 reps · 470-326-7920

FIRST TURN MANAGEMENT, LLC — reported RAUM up 68% ($536.6M -> $900.1M). IAPD ↗

$900.1M RAUM · 4 reps · 310-902-0958

THRYVE WEALTH MANAGEMENT — reported RAUM up 70% ($179.1M -> $304.0M). IAPD ↗

$304.0M RAUM · 4 reps · 805-451-2909 · thryvewealthmanagement.com

BARRETT & COMPANY — crossed $500M in regulatory AUM ($453.5M -> $529.7M). IAPD ↗

$529.7M RAUM · 4 reps · 401-351-1000 · barrettandcompany.com

CARL P. SHERR & CO., LLC — crossed $500M in regulatory AUM ($450.5M -> $505.4M). IAPD ↗

$505.4M RAUM · 3 reps · 508-791-7126

FIDUCIARY ADVISORS, LLC — crossed $500M in regulatory AUM ($464.5M -> $520.2M). IAPD ↗

$520.2M RAUM · 1 reps · 801-492-7341 · fiduciaryadvisors.com

CHASE INVESTMENT COUNSEL CORPORATION — crossed $500M in regulatory AUM ($452.2M -> $509.8M). IAPD ↗

$509.8M RAUM · 6 reps · 434-293-9104

PEGASUS ASSET MANAGEMENT INC — crossed $500M in regulatory AUM ($473.2M -> $553.6M). IAPD ↗

$553.6M RAUM · 3 reps · 845-369-9422 · pegasusassetmgt.com

HEROLD ADVISORS, INC. — crossed $500M in regulatory AUM ($489.7M -> $540.2M). IAPD ↗

$540.2M RAUM · 8 reps · 212-371-3950 · heroldlantern.com

DOVER PARTNERS INC — crossed $500M in regulatory AUM ($456.1M -> $508.6M). IAPD ↗

$508.6M RAUM · 4 reps · 937-299-4105 · dover-consulting.com

SEARCY FINANCIAL SERVICES, INC. — crossed $500M in regulatory AUM ($447.7M -> $514.0M). IAPD ↗

$514.0M RAUM · 9 reps · 913-814-3800 · searcyfinancial.com

CONIFER INVESTMENTS LTD — crossed $500M in regulatory AUM ($465.8M -> $524.0M). IAPD ↗

$524.0M RAUM · 3 reps · 860-761-1041

WEINBERGER ASSET MANAGEMENT, INC — crossed $500M in regulatory AUM ($443.9M -> $503.6M). IAPD ↗

$503.6M RAUM · 3 reps · 310-442-8472 · wamasset.com

ESSENTIAL PLANNING, LLC — crossed $500M in regulatory AUM ($439.7M -> $524.4M). IAPD ↗

$524.4M RAUM · 3 reps · 603-427-5164 · essential-planning.com

WELCH CAPITAL PARTNERS LLC — crossed $500M in regulatory AUM ($480.9M -> $506.2M). IAPD ↗

$506.2M RAUM · 4 reps · 212-754-6077 · welchcapital.com

INVESTORS ASSET MANAGEMENT OF GEORGIA INC — crossed $500M in regulatory AUM ($401.3M -> $502.0M). IAPD ↗

$502.0M RAUM · 7 reps · 770-394-5619 · investorsassetmanagement.com

AVALON CAPITAL MANAGEMENT — crossed $500M in regulatory AUM ($487.4M -> $582.2M). IAPD ↗

$582.2M RAUM · 3 reps · 650-306-1500 · avaloncapital.com

SHOKER INVESTMENTS — crossed $500M in regulatory AUM ($420.7M -> $510.8M). IAPD ↗

$510.8M RAUM · 2 reps · 513-524-1776

PINNACLE INVESTMENT ADVISORS — crossed $500M in regulatory AUM ($455.2M -> $508.3M). IAPD ↗

$508.3M RAUM · 6 reps · 918-582-6864 · pinnacleholdings.net

KEIDAN FINANCIAL CONSULTANTS LLC — crossed $500M in regulatory AUM ($496.3M -> $574.9M). IAPD ↗

$574.9M RAUM · 2 reps · 614-469-5003 · keidanfinancial.com

AVISO WEALTH MANAGEMENT — crossed $500M in regulatory AUM ($494.9M -> $621.3M). IAPD ↗

$621.3M RAUM · 9 reps · 877-633-1210 · avisowealthmanagement.com

SMH CAPITAL ADVISORS LLC — crossed $500M in regulatory AUM ($419.7M -> $503.1M). IAPD ↗

$503.1M RAUM · 2 reps · 817-569-7000 · smhca.com

ENDOWMENT WEALTH MANAGEMENT, INC. — crossed $500M in regulatory AUM ($427.6M -> $609.2M). IAPD ↗

$609.2M RAUM · 10 reps · 920-785-6010

HALTER FERGUSON FINANCIAL INC — crossed $500M in regulatory AUM ($487.8M -> $705.0M). IAPD ↗

$705.0M RAUM · 7 reps · 317-875-0202

STEGINSKY CAPITAL LLC — crossed $500M in regulatory AUM ($477.0M -> $599.0M). IAPD ↗

$599.0M RAUM · 1 reps · 212-683-1700 · steginsky.com

HARVEST INVESTMENT CONSULTANTS LLC — crossed $500M in regulatory AUM ($491.6M -> $549.0M). IAPD ↗

$549.0M RAUM · 5 reps · 410-561-9040

PEAK FINANCIAL MANAGEMENT INC — crossed $500M in regulatory AUM ($452.7M -> $534.4M). IAPD ↗

$534.4M RAUM · 7 reps · (781) 487-9500 · peak-financial.com

ENRICH FINANCIAL PARTNERS LLC — crossed $500M in regulatory AUM ($478.5M -> $556.8M). IAPD ↗

$556.8M RAUM · 4 reps · 608-275-3442

DELTA WEALTH MANAGEMENT — crossed $500M in regulatory AUM ($484.8M -> $522.5M). IAPD ↗

$522.5M RAUM · 1 reps · (209) 224-8534

NORTHERN CAPITAL MANAGEMENT, INC. — crossed $500M in regulatory AUM ($462.2M -> $526.7M). IAPD ↗

$526.7M RAUM · 8 reps · 509-456-2526 · northernwelcome.com

AFFILIATED PRIVATE INVESTORS LLC — crossed $500M in regulatory AUM ($486.0M -> $533.7M). IAPD ↗

$533.7M RAUM · 2 reps · 5613188710

WHITE PINE INVESTMENT CO — crossed $500M in regulatory AUM ($465.8M -> $532.3M). IAPD ↗

$532.3M RAUM · 3 reps · 734-464-2532

CONSULTIVA WEALTH MANAGEMENT, CORP. — crossed $500M in regulatory AUM ($429.7M -> $532.7M). IAPD ↗

$532.7M RAUM · 18 reps · 787-763-5868 · consultiva.com

GRAYBILL WEALTH MANAGEMENT, LTD. — crossed $500M in regulatory AUM ($426.6M -> $525.8M). IAPD ↗

$525.8M RAUM · 2 reps · 630-941-9460 · graybillwealth.com

IAS WEALTH MANAGEMENT, INC. — crossed $500M in regulatory AUM ($495.6M -> $549.0M). IAPD ↗

$549.0M RAUM · 5 reps · 281-364-0606 · iaswealth.com

MWA FINANCIAL SERVICES, INC. — crossed $500M in regulatory AUM ($376.9M -> $640.0M). IAPD ↗

$640.0M RAUM · 164 reps · 309-558-3100

ACCESS WEALTH — crossed $500M in regulatory AUM ($490.4M -> $539.1M). IAPD ↗

$539.1M RAUM · 6 reps · 973-740-2400 · access-wealth.com

SUMMA CORP. — crossed $500M in regulatory AUM ($458.9M -> $587.2M). IAPD ↗

$587.2M RAUM · 2 reps · 281-362-9977

GALLACHER CAPITAL MANAGEMENT, LLC — crossed $500M in regulatory AUM ($487.8M -> $539.0M). IAPD ↗

$539.0M RAUM · 10 reps · 303-708-1640 · gallachercapital.com

CAPITAL INVESTMENT MANAGEMENT, INC — crossed $500M in regulatory AUM ($477.1M -> $558.9M). IAPD ↗

$558.9M RAUM · 4 reps · 816-246-1212 · cimretirementpros.com

MORRIS FINANCIAL CONCEPTS, INC. — crossed $500M in regulatory AUM ($469.1M -> $538.4M). IAPD ↗

$538.4M RAUM · 9 reps · 843-884-6192

WEALTH ADVISORS OF IOWA, LLC — crossed $500M in regulatory AUM ($453.1M -> $539.4M). IAPD ↗

$539.4M RAUM · 4 reps · 515-200-7812

ROBERTSON INVESTMENT MANAGEMENT — crossed $500M in regulatory AUM ($273.1M -> $534.1M). IAPD ↗

$534.1M RAUM · 10 reps · 713-622-4077 · robertsonwealth.com

DEAN, JACOBSON FINANCIAL SERVICES — crossed $500M in regulatory AUM ($467.3M -> $519.4M). IAPD ↗

$519.4M RAUM · 7 reps · 817-335-3214 · deanjacobson.com

JACOBSEN CAPITAL MANAGEMENT — crossed $500M in regulatory AUM ($474.6M -> $562.9M). IAPD ↗

$562.9M RAUM · 2 reps · 801-746-7171 · jacobsencapital.com

BENEDICT FINANCIAL ADVISORS, INC. — crossed $500M in regulatory AUM ($475.0M -> $529.4M). IAPD ↗

$529.4M RAUM · 5 reps · 770-671-8228

STILES FINANCIAL SERVICES, INC. — crossed $500M in regulatory AUM ($439.3M -> $548.7M). IAPD ↗

$548.7M RAUM · 8 reps · 952-988-0452

PINNACLE WEALTH ADVISORS — crossed $500M in regulatory AUM ($461.4M -> $549.7M). IAPD ↗

$549.7M RAUM · 14 reps · 503-654-5100 · thinkpinnacle.com.

SQUIRE WEALTH ADVISORS — crossed $500M in regulatory AUM ($493.9M -> $586.7M). IAPD ↗

$586.7M RAUM · 13 reps · 801-226-7722 · squireinvestment.com

NORTHSTAR FINANCIAL COMPANIES, INC. — crossed $500M in regulatory AUM ($443.3M -> $519.0M). IAPD ↗

$519.0M RAUM · 5 reps · 610-629-6100 · northstarfci.com

PERCEPTIVE EDGE INVESTMENT MANAGEMENT, INC. — crossed $500M in regulatory AUM ($454.7M -> $505.0M). IAPD ↗

$505.0M RAUM · 4 reps · 952-476-2770 · perceptive-edge.com

SAPERE WEALTH MANAGEMENT, LLC — crossed $500M in regulatory AUM ($346.2M -> $604.8M). IAPD ↗

$604.8M RAUM · 1 reps · 704-321-5244 · sapere.com

DELTA FINANCIAL ADVISORS, L.L.C. — crossed $500M in regulatory AUM ($429.7M -> $592.3M). IAPD ↗

$592.3M RAUM · 3 reps · 504 522-9019 · deltafinad.com

MATSON FINANCIAL ADVISORS, INC. — crossed $500M in regulatory AUM ($446.9M -> $518.9M). IAPD ↗

$518.9M RAUM · 5 reps · 203-743-0131

FINANCIAL PLANS & STRATEGIES, INC. — crossed $500M in regulatory AUM ($460.5M -> $610.6M). IAPD ↗

$610.6M RAUM · 5 reps · 317-882-7675 · finplans.com

ACKERMAN CAPITAL MANAGEMENT — crossed $500M in regulatory AUM ($477.2M -> $604.0M). IAPD ↗

$604.0M RAUM · 3 reps · 214-361-5383

HEDEKER WEALTH LLC — crossed $500M in regulatory AUM ($470.1M -> $595.1M). IAPD ↗

$595.1M RAUM · 2 reps · 847-913-5594

WISER WEALTH MANAGEMENT, INC — crossed $500M in regulatory AUM ($404.6M -> $513.6M). IAPD ↗

$513.6M RAUM · 5 reps · 678-905-4450

PRUDENT INVESTORS — crossed $500M in regulatory AUM ($409.3M -> $515.8M). IAPD ↗

$515.8M RAUM · 3 reps · 760-597-9255

BEACON INVESTMENT ADVISORS LLC — crossed $500M in regulatory AUM ($337.6M -> $541.9M). IAPD ↗

$541.9M RAUM · 1 reps · 301-670-1700 · beaconadvisors.net

OLIVER CAPITAL MANAGEMENT — crossed $500M in regulatory AUM ($422.3M -> $505.5M). IAPD ↗

$505.5M RAUM · 1 reps · 206-775-7500 · olivercapital.com

PERSIUM ADVISORS, LLC — crossed $500M in regulatory AUM ($456.3M -> $583.6M). IAPD ↗

$583.6M RAUM · 11 reps · 678-322-3000 · persiumgroup.com

MAINSAIL ASSET MANAGEMENT, LLC — crossed $500M in regulatory AUM ($410.1M -> $598.8M). IAPD ↗

$598.8M RAUM · 4 reps · 205-536-7776 · investprudently.com

GRAY PRIVATE WEALTH, LLC — crossed $500M in regulatory AUM ($465.4M -> $540.7M). IAPD ↗

$540.7M RAUM · 4 reps · 781.232.2020 · grayprivatewealth.com

MEZZASALMA ADVISORS — crossed $500M in regulatory AUM ($342.2M -> $534.4M). IAPD ↗

$534.4M RAUM · 5 reps · 732-842-1120 · mezzadvisors.com

HOGANTAYLOR WEALTH — crossed $500M in regulatory AUM ($496.8M -> $592.8M). IAPD ↗

$592.8M RAUM · 6 reps · 918.388.2690 · hogantaylorwealth.com

WEALTHCREST FINANCIAL SERVICES, LLC — crossed $500M in regulatory AUM ($426.0M -> $507.5M). IAPD ↗

$507.5M RAUM · 5 reps · 703-372-1717 · wealthcrest.com

NORTH SHORE PRIVATE ASSET MANAGEMENT, LLC — crossed $500M in regulatory AUM ($474.5M -> $572.6M). IAPD ↗

$572.6M RAUM · 4 reps · 888-375-4918

RIVERSTONE ADVISORS, LLC — crossed $500M in regulatory AUM ($390.2M -> $640.9M). IAPD ↗

$640.9M RAUM · 3 reps · 914 722-1700

UHLER VERTICH WHITE ADVISORS — crossed $500M in regulatory AUM ($466.8M -> $513.7M). IAPD ↗

$513.7M RAUM · 6 reps · 239-936-6300 · uvwadvisors.com

ANDREWS, LUCIA WEALTH MANAGEMENT LLC — crossed $500M in regulatory AUM ($496.8M -> $543.5M). IAPD ↗

$543.5M RAUM · 1 reps · 925-837-8355 · luciawealth.com

NEW CAPITAL MANAGEMENT, LP — crossed $500M in regulatory AUM ($465.8M -> $533.5M). IAPD ↗

$533.5M RAUM · 2 reps · 713-874-1444 · newcapitalmgmt.com

TSP CAPITAL MANAGEMENT GROUP, LLC — crossed $500M in regulatory AUM ($387.0M -> $553.3M). IAPD ↗

$553.3M RAUM · 2 reps · 908-273-2105 · tspcapitalmgt.com

MADISON ADVISORY SERVICES, INC. — crossed $500M in regulatory AUM ($428.9M -> $509.7M). IAPD ↗

$509.7M RAUM · 11 reps · 914-328-8558 · madisonplanning.com

HEADWATER INVESTMENT CONSULTING,INC. — crossed $500M in regulatory AUM ($466.3M -> $543.0M). IAPD ↗

$543.0M RAUM · 5 reps · 503-565-2100

WELLSPRING WEALTH MANAGEMENT LLC — crossed $500M in regulatory AUM ($498.2M -> $584.8M). IAPD ↗

$584.8M RAUM · 5 reps · 770-410-4088

CAPITAL MARKETS IQ, LLC — crossed $500M in regulatory AUM ($450.9M -> $571.4M). IAPD ↗

$571.4M RAUM · 20 reps · 310.882.6380

STRATHMORE CAPITAL ADVISORS — crossed $500M in regulatory AUM ($455.9M -> $805.0M). IAPD ↗

$805.0M RAUM · 11 reps · 704-364-4241

GENERATIONAL WEALTH ADVISORS — crossed $500M in regulatory AUM ($392.5M -> $568.8M). IAPD ↗

$568.8M RAUM · 11 reps · 972-378-1795 · generationalwealthadv.com

EDGE FINANCIAL ADVISORS, LLC — crossed $500M in regulatory AUM ($379.3M -> $512.5M). IAPD ↗

$512.5M RAUM · 8 reps · 630-221-1000

BROADLEAF PARTNERS, LLC — crossed $500M in regulatory AUM ($494.7M -> $551.3M). IAPD ↗

$551.3M RAUM · 4 reps · 330-650-0921

CRESCAT PORTFOLIO MANAGEMENT LLC — crossed $500M in regulatory AUM ($223.8M -> $536.1M). IAPD ↗

$536.1M RAUM · 6 reps · 303-271-9997 · crescat.net

5TH STREET ADVISORS, LLC — crossed $500M in regulatory AUM ($446.8M -> $524.5M). IAPD ↗

$524.5M RAUM · 5 reps · 203-327-1212 · 5thstreetadvisors.com

CONCORDE ASSET MANAGEMENT, LLC — crossed $500M in regulatory AUM ($489.9M -> $598.4M). IAPD ↗

$598.4M RAUM · 67 reps · 248-824-6710 · concordeis.com

THE CAPITAL ADVISORY GROUP ADVISORY SERVICES, LLC — crossed $500M in regulatory AUM ($402.8M -> $538.8M). IAPD ↗

$538.8M RAUM · 7 reps · 952-831-8243 · brettmachtig.com

MEASURED RISK PORTFOLIOS — crossed $500M in regulatory AUM ($400.0M -> $597.2M). IAPD ↗

$597.2M RAUM · 4 reps · 858-935-1125 · kingsroadinc.com

PEIRCE CAPITAL MANAGEMENT, LLC — crossed $500M in regulatory AUM ($456.8M -> $534.1M). IAPD ↗

$534.1M RAUM · 5 reps · (281) 858-3524 · peircecap.com

FINANCIAL INNOVATIONS, LLC — crossed $500M in regulatory AUM ($400.1M -> $535.2M). IAPD ↗

$535.2M RAUM · 2 reps · 404-458-0065 · financialinnovations.biz

MKD WEALTH — crossed $500M in regulatory AUM ($425.8M -> $505.7M). IAPD ↗

$505.7M RAUM · 5 reps · 248-418-5100

CAPITAL INNOVATIONS, LLC — crossed $500M in regulatory AUM ($372.9M -> $806.7M). IAPD ↗

$806.7M RAUM · 4 reps · 262-746-3100 · capinnovations.com

ARISTON SERVICES GROUP, LLC — crossed $500M in regulatory AUM ($490.8M -> $527.0M). IAPD ↗

$527.0M RAUM · 3 reps · 619-241-2326 · aristonservicesgroup.com

GATOR CAPITAL MANAGEMENT, LLC — crossed $500M in regulatory AUM ($367.7M -> $751.1M). IAPD ↗

$751.1M RAUM · 3 reps · (813) 282-7870 · gatorcapital.com

MCLAUGHLIN RYDER INVESTMENTS, INC. — crossed $500M in regulatory AUM ($471.6M -> $522.1M). IAPD ↗

$522.1M RAUM · 2 reps · 703-684-9222 · mclaughlinryder.com

PARKSHORE WEALTH MANAGEMENT — crossed $500M in regulatory AUM ($455.4M -> $517.9M). IAPD ↗

$517.9M RAUM · 4 reps · 916-797-3007 · parkshorewealth.com

OLD WEST INVESTMENT MANAGEMENT, LLC — crossed $500M in regulatory AUM ($476.5M -> $915.7M). IAPD ↗

$915.7M RAUM · 8 reps · (213) 943-1740 · oldwestim.com

A & I WEALTH MANAGEMENT — crossed $500M in regulatory AUM ($463.9M -> $560.0M). IAPD ↗

$560.0M RAUM · 9 reps · 303-690-5070

HFG WEALTH MANAGEMENT, LLC — crossed $500M in regulatory AUM ($460.7M -> $505.6M). IAPD ↗

$505.6M RAUM · 6 reps · 832-585-0110 · hfgwm.com

CONVERGENCE INVESTMENT PARTNERS, LLC — crossed $500M in regulatory AUM ($464.8M -> $523.6M). IAPD ↗

$523.6M RAUM · 4 reps · 561-494-8001

PARADIGM WEALTH MANAGEMENT, LLC — crossed $500M in regulatory AUM ($475.6M -> $563.4M). IAPD ↗

$563.4M RAUM · 6 reps · 440-892-5900 · investpwm.com

RESTON WEALTH MANAGEMENT — crossed $500M in regulatory AUM ($477.1M -> $589.9M). IAPD ↗

$589.9M RAUM · 3 reps · 703-481-2280 · financialfieldnotes.com

AIS PLANNING — crossed $500M in regulatory AUM ($485.1M -> $591.0M). IAPD ↗

$591.0M RAUM · 9 reps · (320) 252-6552

WELLINGTON SHIELDS & CO., LLC — crossed $500M in regulatory AUM ($470.9M -> $546.0M). IAPD ↗

$546.0M RAUM · 15 reps · 212-320-2000 · wellingtonshields.com

DLK INVESTMENT MANAGEMENT — crossed $500M in regulatory AUM ($435.0M -> $524.0M). IAPD ↗

$524.0M RAUM · 5 reps · 858.433.3200

DENTIST ADVISORS — crossed $500M in regulatory AUM ($461.8M -> $504.0M). IAPD ↗

$504.0M RAUM · 9 reps · 801-748-1243

EVERGREEN ADVISORS, LLC — crossed $500M in regulatory AUM ($464.9M -> $522.8M). IAPD ↗

$522.8M RAUM · 3 reps · 423-933-1814 · evergreenadvisors.com

DECKER WEALTH MANAGEMENT, LLC — crossed $500M in regulatory AUM ($411.6M -> $566.2M). IAPD ↗

$566.2M RAUM · 6 reps · 615-212-2958 · deckerwealth.com

FOUNTAINHEAD FINANCIAL, LLC — crossed $500M in regulatory AUM ($453.5M -> $543.2M). IAPD ↗

$543.2M RAUM · 2 reps · 312-222-9840 · fountainheadfinancial.us

LATITUDE ADVISORS, LLC — crossed $500M in regulatory AUM ($379.5M -> $566.5M). IAPD ↗

$566.5M RAUM · 65 reps · 630-553-3730 · latitudefinancial.net

DREXEL MORGAN & CO. — crossed $500M in regulatory AUM ($469.0M -> $607.0M). IAPD ↗

$607.0M RAUM · 2 reps · 484-254-4306 · drexelmorgan.com

NCM CAPITAL MANAGEMENT, LLC — crossed $500M in regulatory AUM ($430.7M -> $539.4M). IAPD ↗

$539.4M RAUM · 3 reps · (201) 529-1429

BULLDOG INVESTORS, LLP — crossed $500M in regulatory AUM ($456.0M -> $561.0M). IAPD ↗

$561.0M RAUM · 3 reps · 201-556-0092 · bulldoginvestors.com

REDBLACK ADVISERS, INC. — crossed $500M in regulatory AUM ($124.0M -> $823.6M). IAPD ↗

$823.6M RAUM · 3 reps · 800-607-3340

CURTIS ADVISORY GROUP, LLC — crossed $500M in regulatory AUM ($485.0M -> $573.7M). IAPD ↗

$573.7M RAUM · 3 reps · 805-963-6181 · curtisadvisory.com

TRINITY PORTFOLIO ADVISORS, LLC — crossed $500M in regulatory AUM ($488.2M -> $530.5M). IAPD ↗

$530.5M RAUM · 9 reps · 817-416-7227 · trinityportfolio.com

ROSECAP INVESTMENT ADVISORS, LLC — crossed $500M in regulatory AUM ($444.6M -> $527.5M). IAPD ↗

$527.5M RAUM · 6 reps · (970) 773-5300

FIRST FINANCIAL COACHING, INC. — crossed $500M in regulatory AUM ($279.7M -> $670.6M). IAPD ↗

$670.6M RAUM · 14 reps · 586-463-1880 · firstfinancialcoach.com

ETESIAN WEALTH ADVISORS, INC. — crossed $500M in regulatory AUM ($426.8M -> $503.3M). IAPD ↗

$503.3M RAUM · 6 reps · 503-387-3615

RIA ADVISORY GROUP, LLC — crossed $500M in regulatory AUM ($456.5M -> $568.4M). IAPD ↗

$568.4M RAUM · 25 reps · (515) 965-8588 · riaadvisorygroup.com

KABOUTER MANAGEMENT, LLC — crossed $500M in regulatory AUM ($398.9M -> $992.5M). IAPD ↗

$992.5M RAUM · 7 reps · 312-546-4260

RIVER STREET ADVISORS, LLC — crossed $500M in regulatory AUM ($414.9M -> $539.2M). IAPD ↗

$539.2M RAUM · 9 reps · 630-906-5501 · oldsecond.com

LONE PEAK GLOBAL INVESTORS, LLC — crossed $500M in regulatory AUM ($496.6M -> $598.4M). IAPD ↗

$598.4M RAUM · 5 reps · 385-387-1212

ASPIRE PRIVATE CAPITAL — crossed $500M in regulatory AUM ($455.7M -> $509.7M). IAPD ↗

$509.7M RAUM · 9 reps · 704-237-9927 · aspireadvisors.com

THE GENWEALTH GROUP, INC. — crossed $500M in regulatory AUM ($483.9M -> $661.3M). IAPD ↗

$661.3M RAUM · 5 reps · 973-761-0400

CORE PLANNING — crossed $500M in regulatory AUM ($121.5M -> $525.0M). IAPD ↗

$525.0M RAUM · 61 reps · 636-734-7507 · corepln.com

DRAKE & ASSOCIATES, LLC — crossed $500M in regulatory AUM ($418.8M -> $607.3M). IAPD ↗

$607.3M RAUM · 11 reps · 414-409-7226

EMPIRICAL ASSET MANAGEMENT, LLC — crossed $500M in regulatory AUM ($467.0M -> $560.0M). IAPD ↗

$560.0M RAUM · 10 reps · 781-431-2223 · empiricalam.com

KINGDOM FINANCIAL GROUP, LLC — crossed $500M in regulatory AUM ($340.6M -> $520.9M). IAPD ↗

$520.9M RAUM · 17 reps · 623-974-0300

MEDALLION WEALTH ADVISORS, LLC — crossed $500M in regulatory AUM ($407.4M -> $516.9M). IAPD ↗

$516.9M RAUM · 4 reps · 860-967-3032 · medallionwealth.com

AVALAN, LLC — crossed $500M in regulatory AUM ($488.9M -> $621.8M). IAPD ↗

$621.8M RAUM · 11 reps · 805-962-7725 · winewomenworth.com

TAYLOR & MORGAN ASSET MANAGEMENT, LLC D/B/A TM ADVISORS, L — crossed $500M in regulatory AUM ($327.0M -> $512.5M). IAPD ↗

$512.5M RAUM · 7 reps · 248-688-9399 · tmcpa.com

HOBBS GROUP ADVISORS LLC — crossed $500M in regulatory AUM ($479.1M -> $584.4M). IAPD ↗

$584.4M RAUM · 7 reps · 803-540-3034 · hobbsgroupadvisors.com

FIDATO WEALTH LLC — crossed $500M in regulatory AUM ($406.5M -> $510.8M). IAPD ↗

$510.8M RAUM · 7 reps · 440-572-5552 · link.edgepilot.com

MCNALLY ADVISORS, LLC — crossed $500M in regulatory AUM ($379.8M -> $680.9M). IAPD ↗

$680.9M RAUM · 20 reps · 312-357-3710 · mcnallycapital.com

TRINITY LEGACY PARTNERS, LLC — crossed $500M in regulatory AUM ($460.4M -> $521.2M). IAPD ↗

$521.2M RAUM · 6 reps · 713-999-8053 · trinitylegacypartners.com

MILLS WEALTH ADVISORS, LLC — crossed $500M in regulatory AUM ($440.1M -> $548.7M). IAPD ↗

$548.7M RAUM · 6 reps · 817-416-7300 · millswealthadvisors.com

INVESTOR FAN — crossed $500M in regulatory AUM ($427.7M -> $787.4M). IAPD ↗

$787.4M RAUM · 16 reps · 425-372-7517 · panfili-financial.com

MONUMENT WEALTH MANAGEMENT — crossed $500M in regulatory AUM ($465.1M -> $531.7M). IAPD ↗

$531.7M RAUM · 8 reps · 703-504-9600

SEQUENT PLANNING, LLC — crossed $500M in regulatory AUM ($394.7M -> $589.5M). IAPD ↗

$589.5M RAUM · 76 reps · 402-953-3544

EAGLE'S VIEW CAPITAL MANAGEMENT LLC — crossed $500M in regulatory AUM ($441.6M -> $860.5M). IAPD ↗

$860.5M RAUM · 5 reps · 212-421-7300 · evhedge.com

OAKWELL PRIVATE WEALTH MANAGEMENT — crossed $500M in regulatory AUM ($461.9M -> $668.1M). IAPD ↗

$668.1M RAUM · 9 reps · 1-800-55OAKWELL · oakwellpwm.com

ARISTIDES CAPITAL LLC — crossed $500M in regulatory AUM ($472.8M -> $541.4M). IAPD ↗

$541.4M RAUM · 8 reps · (502) 694-8001 · aristidescapital.com

MOSAIC ADVISORS — crossed $500M in regulatory AUM ($499.4M -> $580.5M). IAPD ↗

$580.5M RAUM · 16 reps · 713-980-4100

KKM FINANCIAL LLC — crossed $500M in regulatory AUM ($366.0M -> $733.9M). IAPD ↗

$733.9M RAUM · 3 reps · 312-448-7230 · kkmfinancial.com

HC ADVISORS LLC — crossed $500M in regulatory AUM ($491.5M -> $500.2M). IAPD ↗

$500.2M RAUM · 6 reps · 404-705-4593 · hc-adv.com

PRAIRIE WEALTH ADVISORS, INC. — crossed $500M in regulatory AUM ($472.2M -> $558.0M). IAPD ↗

$558.0M RAUM · 4 reps · 402-505-6810

PATHWAY FINANCIAL ADVISERS, LLC — crossed $500M in regulatory AUM ($442.8M -> $524.2M). IAPD ↗

$524.2M RAUM · 6 reps · 260-925-2887 · pathwayria.com

TITAN RETIREMENT ADVISORS LLC — crossed $500M in regulatory AUM ($420.0M -> $531.0M). IAPD ↗

$531.0M RAUM · 2 reps · 713-239-2866 · investtitan.com

UNIO CAPITAL LLC — crossed $500M in regulatory AUM ($315.4M -> $691.5M). IAPD ↗

$691.5M RAUM · 6 reps · 212-920-2000

NOVI WEALTH PARTNERS — crossed $500M in regulatory AUM ($492.9M -> $612.8M). IAPD ↗

$612.8M RAUM · 7 reps · 609-921-7002 · noviwealth.com

LAVACA CAPITAL, LLC — crossed $500M in regulatory AUM ($421.0M -> $927.1M). IAPD ↗

$927.1M RAUM · 4 reps · 713-904-4027

CLIENT 1ST ADVISORY GROUP — crossed $500M in regulatory AUM ($404.0M -> $511.5M). IAPD ↗

$511.5M RAUM · 7 reps · 727-450-2301

BYRNE FINANCIAL FREEDOM, LLC — crossed $500M in regulatory AUM ($435.7M -> $546.4M). IAPD ↗

$546.4M RAUM · 6 reps · 508-528-9366 · byrnefinancialfreedom.com

HOBART WEALTH — crossed $500M in regulatory AUM ($429.7M -> $558.2M). IAPD ↗

$558.2M RAUM · 11 reps · 888-553-0122 · blythehobart.com

TALLWOODS PARTNERS, LLC — crossed $500M in regulatory AUM ($310.7M -> $569.4M). IAPD ↗

$569.4M RAUM · 2 reps · 312-283-3697 · tallwoods.com

HARPSWELL CAPITAL ADVISORS, LLC — crossed $500M in regulatory AUM ($497.4M -> $587.0M). IAPD ↗

$587.0M RAUM · 2 reps · 207-926-1380

CABLE CAR CAPITAL, LP — crossed $500M in regulatory AUM ($254.6M -> $548.3M). IAPD ↗

$548.3M RAUM · 3 reps · 415-857-1965

KERCHEVILLE ADVISORS LLC — crossed $500M in regulatory AUM ($465.7M -> $554.7M). IAPD ↗

$554.7M RAUM · 3 reps · 210-694-5000 · kercheville.com

MEASURED WEALTH PRIVATE CLIENT GROUP, LLC — crossed $500M in regulatory AUM ($464.0M -> $528.3M). IAPD ↗

$528.3M RAUM · 11 reps · 603-431-1444 · measuredwealth.net

ACORN WEALTH ADVISORS, LLC — crossed $500M in regulatory AUM ($429.9M -> $561.4M). IAPD ↗

$561.4M RAUM · 5 reps · 810-953-4444 · acornwealthadvisors.com

LITVAK WEALTH, LLC — crossed $500M in regulatory AUM ($486.5M -> $536.1M). IAPD ↗

$536.1M RAUM · 4 reps · (203) 227-8000

LIFE LINE WEALTH MANAGEMENT LLC — crossed $500M in regulatory AUM ($476.2M -> $557.6M). IAPD ↗

$557.6M RAUM · 5 reps · 323-452-9548

WEALTH WATCH ADVISORS, INC — crossed $500M in regulatory AUM ($473.7M -> $612.4M). IAPD ↗

$612.4M RAUM · 52 reps · 855-822-3708 · wwwjmartinwm.com

FAMILY FINANCIAL SOLUTIONS GROUP, LLC — crossed $500M in regulatory AUM ($435.4M -> $500.7M). IAPD ↗

$500.7M RAUM · 1 reps · 970-259-1040

VISION RETIREMENT — crossed $500M in regulatory AUM ($497.3M -> $633.7M). IAPD ↗

$633.7M RAUM · 5 reps · 201-447-2212

ATON FINANCIAL LLC — crossed $500M in regulatory AUM ($469.1M -> $600.9M). IAPD ↗

$600.9M RAUM · 7 reps · 787-725-6070 · atonfinancial.com

KEELER & NADLER FAMILY WEALTH — crossed $500M in regulatory AUM ($477.8M -> $609.9M). IAPD ↗

$609.9M RAUM · 9 reps · 614-791-4123

WARREN STREET WEALTH ADVISORS, LLC — crossed $500M in regulatory AUM ($457.8M -> $656.1M). IAPD ↗

$656.1M RAUM · 7 reps · 714-876-6200

NARUS FINANCIAL PARTNERS, LLC — crossed $500M in regulatory AUM ($467.7M -> $559.0M). IAPD ↗

$559.0M RAUM · 5 reps · 866-534-0530

NOVAPOINT CAPITAL LLC — crossed $500M in regulatory AUM ($437.3M -> $536.2M). IAPD ↗

$536.2M RAUM · 6 reps · (404) 445-7885

REEDMARK ADVISORS, LLC — crossed $500M in regulatory AUM ($396.9M -> $564.6M). IAPD ↗

$564.6M RAUM · 9 reps · 908-300-5292 · reedmark.com

REDWOOD WEALTH MANAGEMENT, LLC — crossed $500M in regulatory AUM ($493.0M -> $837.0M). IAPD ↗

$837.0M RAUM · 3 reps · 888-552-1905 · redwoodwealth.com

WAKEFIELD WEALTH MANAGEMENT, LLLP — crossed $500M in regulatory AUM ($388.3M -> $512.9M). IAPD ↗

$512.9M RAUM · 2 reps · 303-771-0630 · wakefieldwealth.com

GRANITE BAY WEALTH MANAGEMENT, LLC — crossed $500M in regulatory AUM ($444.6M -> $588.0M). IAPD ↗

$588.0M RAUM · 6 reps · 603-610-8881

LEGACY WEALTH MANAGEMENT, LLC — crossed $500M in regulatory AUM ($476.5M -> $629.0M). IAPD ↗

$629.0M RAUM · 39 reps · 208-955-0500

NATIONAL WEALTH MANAGEMENT GROUP, LLC — crossed $500M in regulatory AUM ($325.7M -> $534.9M). IAPD ↗

$534.9M RAUM · 18 reps · 513-772-2592 · jimlewiswm.com

LAS OLAS CAPITAL ADVISORS, LLC — crossed $500M in regulatory AUM ($386.5M -> $551.9M). IAPD ↗

$551.9M RAUM · 7 reps · 954-289-4692

MOUNTAIN HILL INVESTMENT PARTNERS — crossed $500M in regulatory AUM ($360.0M -> $539.0M). IAPD ↗

$539.0M RAUM · 3 reps · 732-291-3188 · mhipartners.com

DEDORA CAPITAL, INC. — crossed $500M in regulatory AUM ($487.1M -> $550.7M). IAPD ↗

$550.7M RAUM · 4 reps · 707-253-0681

SENECA HOUSE ADVISORS — crossed $500M in regulatory AUM ($424.7M -> $506.1M). IAPD ↗

$506.1M RAUM · 4 reps · (804) 332-6574 · senecahouseadvisors.com

WILLIAM JOSEPH CAPITAL MANAGEMENT, INC. — crossed $500M in regulatory AUM ($465.1M -> $694.3M). IAPD ↗

$694.3M RAUM · 27 reps · 860.973.3214

DIVERSIFI CAPITAL LLC — crossed $500M in regulatory AUM ($456.9M -> $671.4M). IAPD ↗

$671.4M RAUM · 9 reps · 650-632-5667

STEWARDSHIP ADVISORS, LLC — crossed $500M in regulatory AUM ($461.5M -> $545.2M). IAPD ↗

$545.2M RAUM · 10 reps · (717) 492-4787 · mystewardshipadvisor.com

LEADING EDGE FINANCIAL PLANNING LLC — crossed $500M in regulatory AUM ($360.2M -> $521.8M). IAPD ↗

$521.8M RAUM · 9 reps · 865-240-2292 · pilotmoneyguyspodcast.com

THRIVE CAPITAL MANAGEMENT, LLC — crossed $500M in regulatory AUM ($397.7M -> $656.7M). IAPD ↗

$656.7M RAUM · 13 reps · 800-516-5861 · thrivefinancialservices.com

PANDOWEALTH. LLC — crossed $500M in regulatory AUM ($396.0M -> $500.3M). IAPD ↗

$500.3M RAUM · 13 reps · 678-712-6656 · cfa401k.com

WESTWARD INVESTMENT ADVISORY — crossed $500M in regulatory AUM ($489.5M -> $571.5M). IAPD ↗

$571.5M RAUM · 3 reps · 414-716-6300 · westwardinvestment.com

ZANETTI FINANCIAL, LLC — crossed $500M in regulatory AUM ($404.5M -> $809.4M). IAPD ↗

$809.4M RAUM · 2 reps · 505-250-3754 · zanettifinancial.com

OLIO FINANCIAL PLANNING — crossed $500M in regulatory AUM ($491.9M -> $600.5M). IAPD ↗

$600.5M RAUM · 8 reps · 703.459.9299

NICHOLAS WEALTH MANAGEMENT — crossed $500M in regulatory AUM ($413.7M -> $739.8M). IAPD ↗

$739.8M RAUM · 9 reps · 404-890-5606

HOWARD BAILEY SECURITIES, LLC — crossed $500M in regulatory AUM ($484.9M -> $582.8M). IAPD ↗

$582.8M RAUM · 15 reps · 260-482-9559

CH GLOBAL CAPITAL MANAGEMENT, LLC — crossed $500M in regulatory AUM ($490.6M -> $529.1M). IAPD ↗

$529.1M RAUM · 5 reps · 646-350-0341

GOLDEN RESERVE RETIREMENT, LLC — crossed $500M in regulatory AUM ($310.9M -> $544.3M). IAPD ↗

$544.3M RAUM · 22 reps · 855-456-4777

TTP INVESTMENTS, INC. — crossed $500M in regulatory AUM ($485.3M -> $570.6M). IAPD ↗

$570.6M RAUM · 3 reps · 408-879-0399 · ttp-investments.com

RAREVIEW CAPITAL LLC — crossed $500M in regulatory AUM ($423.7M -> $537.5M). IAPD ↗

$537.5M RAUM · 2 reps · 212-475-8664

SPG ADVISORS LLC — crossed $500M in regulatory AUM ($462.8M -> $535.4M). IAPD ↗

$535.4M RAUM · 8 reps · 425-821-9442

CRUDEN BAY INVESTMENT MANAGEMENT, LLC — crossed $500M in regulatory AUM ($467.7M -> $663.1M). IAPD ↗

$663.1M RAUM · 4 reps · 805-719-2772 · cbayinvestments.com

DENVER WEALTH MANAGEMENT, INC. — crossed $500M in regulatory AUM ($435.7M -> $529.8M). IAPD ↗

$529.8M RAUM · 9 reps · (303) 261-8015

MATRIX PRIVATE CAPITAL GROUP — crossed $500M in regulatory AUM ($494.9M -> $561.0M). IAPD ↗

$561.0M RAUM · 5 reps · 312-736-9572 · matrixpcg.com

MORSE ASSET MANAGEMENT, INC. — crossed $500M in regulatory AUM ($472.2M -> $534.3M). IAPD ↗

$534.3M RAUM · 5 reps · 646-568-4083

WILLOW CREEK FINANCIAL — crossed $500M in regulatory AUM ($463.8M -> $528.8M). IAPD ↗

$528.8M RAUM · 5 reps · (858) 634-3232 · willowcreekfinancial.com

PENOBSCOT FINANCIAL ADVISORS — crossed $500M in regulatory AUM ($434.5M -> $544.5M). IAPD ↗

$544.5M RAUM · 7 reps · (207) 990-1901

INDEPENDENT WEALTH NETWORK, INC. — crossed $500M in regulatory AUM ($422.6M -> $518.4M). IAPD ↗

$518.4M RAUM · 30 reps · 515-461-5123 · kramerwealthadvisory.com

PRISM ADVISORS, INC. — crossed $500M in regulatory AUM ($462.0M -> $515.1M). IAPD ↗

$515.1M RAUM · 5 reps · 818-760-3333 · prismadvisors.com

CEETO CAPITAL GROUP, LLC — crossed $500M in regulatory AUM ($439.4M -> $531.4M). IAPD ↗

$531.4M RAUM · 4 reps · 786-477-6445

LIBRA WEALTH LLC — crossed $500M in regulatory AUM ($473.7M -> $639.8M). IAPD ↗

$639.8M RAUM · 4 reps · (408) 721-1633 · librawealth.com

MAYPORT WEALTH MANAGEMENT — crossed $500M in regulatory AUM ($481.5M -> $694.9M). IAPD ↗

$694.9M RAUM · 2 reps · 617-545-5700 · mayport.com

KIMERY WEALTH MANAGEMENT, LLC — crossed $500M in regulatory AUM ($440.8M -> $555.0M). IAPD ↗

$555.0M RAUM · 6 reps · (901) 291-5500

ALLIANCE WEALTH ADVISORS, LLC — crossed $500M in regulatory AUM ($498.5M -> $601.1M). IAPD ↗

$601.1M RAUM · 6 reps · 570-961-1516

TOWERPOINT WEALTH, LLC — crossed $500M in regulatory AUM ($470.0M -> $561.3M). IAPD ↗

$561.3M RAUM · 5 reps · (916) 405-9140

PETERSON WEALTH SERVICES INC. — crossed $500M in regulatory AUM ($462.7M -> $528.5M). IAPD ↗

$528.5M RAUM · 4 reps · 801-475-4002

BEACON GLOBAL ADVISOR NETWORK, LLC — crossed $500M in regulatory AUM ($396.9M -> $745.1M). IAPD ↗

$745.1M RAUM · 61 reps · 888-679-6474 · bganetwork.com

SHARP FINANCIAL — crossed $500M in regulatory AUM ($391.9M -> $502.1M). IAPD ↗

$502.1M RAUM · 6 reps · (215) 659-2130 · sharpllc.com

MONON WEALTH MANAGEMENT — crossed $500M in regulatory AUM ($452.2M -> $546.8M). IAPD ↗

$546.8M RAUM · 7 reps · (317) 993-3999 · music.amazon.com

VAN LEEUWEN RETIREMENT & INVESTMENT SERVICES — crossed $500M in regulatory AUM ($460.7M -> $559.4M). IAPD ↗

$559.4M RAUM · 2 reps · (859) 626-3400 · vlretirement.com

HENDRICKS WEALTH AND ESTATE MANAGEMENT — crossed $500M in regulatory AUM ($411.6M -> $536.1M). IAPD ↗

$536.1M RAUM · 6 reps · 847-428-3997

INLIGHT WEALTH — crossed $500M in regulatory AUM ($451.5M -> $843.3M). IAPD ↗

$843.3M RAUM · 3 reps · 404-551-2808

FORTRESS PRIVATE LEDGER, LLC — crossed $500M in regulatory AUM ($346.1M -> $584.0M). IAPD ↗

$584.0M RAUM · 13 reps · 919-322-2761 · myept.com

BANORTE ASSET MANAGEMENT, INC. — crossed $500M in regulatory AUM ($336.9M -> $661.2M). IAPD ↗

$661.2M RAUM · 17 reps · 713-980-4600

THAYER PARTNERS LLC — crossed $500M in regulatory AUM ($401.3M -> $685.7M). IAPD ↗

$685.7M RAUM · 7 reps · 617-275-5430

HILLTOP WEALTH & TAX SOLUTIONS — crossed $500M in regulatory AUM ($490.8M -> $616.4M). IAPD ↗

$616.4M RAUM · 6 reps · 574-889-7526

GO INVEST LLC — crossed $500M in regulatory AUM ($420.9M -> $889.0M). IAPD ↗

$889.0M RAUM · 1 reps · 801-614-4914 · goinvest.us

BROOKLYN FI, LLC — crossed $500M in regulatory AUM ($341.5M -> $563.1M). IAPD ↗

$563.1M RAUM · 12 reps · 718-690-3600

TANDEM FINANCIAL, LLC — crossed $500M in regulatory AUM ($291.2M -> $541.8M). IAPD ↗

$541.8M RAUM · 6 reps · (720) 845-5700

ARKFELD WEALTH STRATEGIES, L.L.C. — crossed $500M in regulatory AUM ($478.9M -> $538.0M). IAPD ↗

$538.0M RAUM · 5 reps · 402-933-1970 · arkfeldwealth.com

ALTA WEALTH ADVISORS LLC — crossed $500M in regulatory AUM ($495.5M -> $664.6M). IAPD ↗

$664.6M RAUM · 15 reps · 781-404-6909 · altawealthadvisors.com

ATTICUS WEALTH MANAGEMENT — crossed $500M in regulatory AUM ($447.5M -> $565.3M). IAPD ↗

$565.3M RAUM · 7 reps · 561-425-9500 · atticuswm.com

COUNCIL OAK WEALTH ADVISORS — crossed $500M in regulatory AUM ($435.2M -> $529.4M). IAPD ↗

$529.4M RAUM · 4 reps · 918-984-9110 · counciloakinvestments.com

MERKLE RETIREMENT PLANNING — crossed $500M in regulatory AUM ($428.5M -> $568.8M). IAPD ↗

$568.8M RAUM · 10 reps · 515-278-4110 · merkleplan.com

AVAII WEALTH MANAGEMENT, LLC — crossed $500M in regulatory AUM ($442.6M -> $602.8M). IAPD ↗

$602.8M RAUM · 10 reps · (920) 214-1212

MACH-1 FINANCIAL GROUP, LLC — crossed $500M in regulatory AUM ($416.9M -> $546.3M). IAPD ↗

$546.3M RAUM · 8 reps · 479-876-2100 · mach-1financial.com

COMPOUND FAMILY OFFICES, LLC — crossed $500M in regulatory AUM ($480.4M -> $540.8M). IAPD ↗

$540.8M RAUM · 5 reps · (941) 556-9294

TRUEWEALTH ADVISORS, LLC — crossed $500M in regulatory AUM ($438.9M -> $547.5M). IAPD ↗

$547.5M RAUM · 13 reps · 205-588-4800

FIRE CAPITAL MANAGEMENT, LLC — crossed $500M in regulatory AUM ($495.2M -> $635.5M). IAPD ↗

$635.5M RAUM · 3 reps · 415-828-0129

CASTELLAN — crossed $500M in regulatory AUM ($496.1M -> $882.2M). IAPD ↗

$882.2M RAUM · 4 reps · 859.494.0523

ACCRETIVE WEALTH PARTNERS, LLC — crossed $500M in regulatory AUM ($401.6M -> $504.5M). IAPD ↗

$504.5M RAUM · 3 reps · (973) 970-2627

KDK PRIVATE WEALTH MANAGEMENT — crossed $500M in regulatory AUM ($478.8M -> $584.6M). IAPD ↗

$584.6M RAUM · 4 reps · 713-391-8044

PRECISION WEALTH STRATEGIES, LLC — crossed $500M in regulatory AUM ($386.3M -> $711.0M). IAPD ↗

$711.0M RAUM · 8 reps · 314-994-6460

STRATIS CAPITAL, LLC — crossed $500M in regulatory AUM ($448.8M -> $507.5M). IAPD ↗

$507.5M RAUM · 1 reps · 917-705-2500

JACKSON SQUARE CAPITAL, LLC — crossed $500M in regulatory AUM ($488.8M -> $564.3M). IAPD ↗

$564.3M RAUM · 5 reps · 415-854-5011 · jacksonsquarecap.com

FIRST EAGLE SEPARATE ACCOUNT MANAGEMENT, LLC — crossed $500M in regulatory AUM ($352.2M -> $907.6M). IAPD ↗

$907.6M RAUM · 40 reps · 212-698-3300 · firsteagle.com

GLOBAL ASSETS ADVISORY, LLC — crossed $500M in regulatory AUM ($338.1M -> $551.7M). IAPD ↗

$551.7M RAUM · 24 reps · 407-254-1500 · iaac.com

COLLECTIVE FAMILY OFFICE, LLC — crossed $500M in regulatory AUM ($451.7M -> $533.4M). IAPD ↗

$533.4M RAUM · 3 reps · (717) 893-5055 · collectivefamilyoffice.com

KAUFMAN ROSSIN WEALTH, LLC — crossed $500M in regulatory AUM ($302.9M -> $506.7M). IAPD ↗

$506.7M RAUM · 7 reps · 305-646-6071 · kaufmanrossinwealth.com

EPG WEALTH MANAGEMENT LLC — crossed $500M in regulatory AUM ($495.5M -> $579.1M). IAPD ↗

$579.1M RAUM · 10 reps · 404-809-3680 · eastpacesgroup.com

INVESTMENT RESEARCH PARTNERS — crossed $500M in regulatory AUM ($359.6M -> $512.4M). IAPD ↗

$512.4M RAUM · 4 reps · 814-966-7206

EQUINUM, LLC — crossed $500M in regulatory AUM ($396.7M -> $566.0M). IAPD ↗

$566.0M RAUM · 5 reps · 718-480-5600

STRONGBOX WEALTH, LLC — crossed $500M in regulatory AUM ($456.5M -> $562.4M). IAPD ↗

$562.4M RAUM · 4 reps · 816-607-5410

PHD RETIREMENT CONSULTING — crossed $500M in regulatory AUM ($398.4M -> $506.2M). IAPD ↗

$506.2M RAUM · 3 reps · 844-743-4015

DEW POINT CAPITAL — crossed $500M in regulatory AUM ($366.6M -> $513.2M). IAPD ↗

$513.2M RAUM · 2 reps · 410-258-2174 · dewpointcap.com

HORIZON FINANCIAL — crossed $500M in regulatory AUM ($455.8M -> $510.2M). IAPD ↗

$510.2M RAUM · 9 reps · 585-334-3600 · horizonfinancial.net

BLACK KNIGHT WEALTH MANAGEMENT, LLC — crossed $500M in regulatory AUM ($240.0M -> $539.2M). IAPD ↗

$539.2M RAUM · 10 reps · 972-786-6527 · opgadvisors.com

COMPASS GROUP INVESTMENTS SOLUTIONS LLC — crossed $500M in regulatory AUM ($457.7M -> $526.8M). IAPD ↗

$526.8M RAUM · 4 reps · 305-358-7052 · cgcompass.com

SYNERGY INVESTMENT MANAGEMENT LLC — crossed $500M in regulatory AUM ($461.2M -> $681.5M). IAPD ↗

$681.5M RAUM · 16 reps · 321-203-4458 · synergywealthalliance.com

VELA INVESTMENT MANAGEMENT, LLC — crossed $500M in regulatory AUM ($486.2M -> $562.9M). IAPD ↗

$562.9M RAUM · 23 reps · (614) 653-8352

LEGACY WEALTH — crossed $500M in regulatory AUM ($475.0M -> $546.0M). IAPD ↗

$546.0M RAUM · 4 reps · 651-621-2383 · legacywealthwisdom.com

LANSING STREET ADVISORS — crossed $500M in regulatory AUM ($438.7M -> $555.0M). IAPD ↗

$555.0M RAUM · 5 reps · 215-718-2063

HOXTON WEALTH — crossed $500M in regulatory AUM ($470.0M -> $803.5M). IAPD ↗

$803.5M RAUM · 34 reps · 737-249-9620

SHOREHAVEN WEALTH PARTNERS, LLC — crossed $500M in regulatory AUM ($445.3M -> $541.5M). IAPD ↗

$541.5M RAUM · 4 reps · 732-447-9301

TRIAGEN WEALTH MANAGEMENT LLC — crossed $500M in regulatory AUM ($473.6M -> $535.2M). IAPD ↗

$535.2M RAUM · 3 reps · 818-732-8553

TACTIVE ADVISORS, LLC — crossed $500M in regulatory AUM ($456.9M -> $619.0M). IAPD ↗

$619.0M RAUM · 14 reps · 855-282-2848 · tactivewealth.com

CAPSHIFT ADVISORS — crossed $500M in regulatory AUM ($495.2M -> $628.0M). IAPD ↗

$628.0M RAUM · 9 reps · 617-865-5096 · capshift.com

BR CAPITAL — crossed $500M in regulatory AUM ($315.0M -> $568.4M). IAPD ↗

$568.4M RAUM · 2 reps · 305-448-0014

YARGER WEALTH STRATEGIES, LLC — crossed $500M in regulatory AUM ($470.9M -> $529.7M). IAPD ↗

$529.7M RAUM · 4 reps · (614) 882-2954 · yargerwealth.com

VENATOR MANAGEMENT LLC — crossed $500M in regulatory AUM ($428.5M -> $511.7M). IAPD ↗

$511.7M RAUM · 2 reps · 412-586-3747 · venatormanagement.com

INSTRUMENTAL WEALTH, LLC — crossed $500M in regulatory AUM ($397.1M -> $508.0M). IAPD ↗

$508.0M RAUM · 5 reps · 813-578-7001

ENDEAVOR PRIVATE WEALTH, INC. — crossed $500M in regulatory AUM ($352.8M -> $595.3M). IAPD ↗

$595.3M RAUM · 9 reps · 785-329-2510

SIERRA OCEAN, LLC — crossed $500M in regulatory AUM ($446.6M -> $544.6M). IAPD ↗

$544.6M RAUM · 3 reps · 209-232-7100

VERIDIAN CAPITAL PARTNERS — crossed $500M in regulatory AUM ($471.1M -> $551.1M). IAPD ↗

$551.1M RAUM · 6 reps · (301) 228-9300 · vcpwealth.com

CONSILIO WEALTH ADVISORS, LLC — crossed $500M in regulatory AUM ($458.0M -> $555.8M). IAPD ↗

$555.8M RAUM · 7 reps · (206) 533-3670

ALLIANCE WEALTH ADVISORS, LLC — crossed $500M in regulatory AUM ($439.5M -> $552.0M). IAPD ↗

$552.0M RAUM · 7 reps · 801-683-6000

FYRA CAPITAL MANAGEMENT — crossed $500M in regulatory AUM ($436.8M -> $504.2M). IAPD ↗

$504.2M RAUM · 7 reps · 636-573-1212 · fyracapital.com

SMART WEALTH, LLC — crossed $500M in regulatory AUM ($448.4M -> $632.3M). IAPD ↗

$632.3M RAUM · 17 reps · 402-369-7777

BLUEPRINT FINANCIAL ADVISORS — crossed $500M in regulatory AUM ($201.5M -> $966.6M). IAPD ↗

$966.6M RAUM · 28 reps · 844-200-2568 · fulcrumwealth.com

INTERGY PRIVATE WEALTH, LLC — crossed $500M in regulatory AUM ($467.0M -> $602.6M). IAPD ↗

$602.6M RAUM · 3 reps · 719-413-8820

MARION WEALTH MANAGEMENT — crossed $500M in regulatory AUM ($482.5M -> $543.4M). IAPD ↗

$543.4M RAUM · 3 reps · 412-372-3849

ELDRED ROCK PARTNERS, LLC — crossed $500M in regulatory AUM ($487.6M -> $644.1M). IAPD ↗

$644.1M RAUM · 6 reps · 726-208-0800 · eldredrock.com

WEST WEALTH GROUP, LLC — crossed $500M in regulatory AUM ($472.1M -> $616.7M). IAPD ↗

$616.7M RAUM · 13 reps · 949-682-9105 · ensemblewm.com

THE FINANCIAL RESOURCE CENTER — crossed $500M in regulatory AUM ($407.2M -> $642.5M). IAPD ↗

$642.5M RAUM · 4 reps · 317-871-8571

HERITAGE WEALTH MANAGEMENT, INC. — crossed $500M in regulatory AUM ($491.2M -> $643.4M). IAPD ↗

$643.4M RAUM · 7 reps · 858-613-9191 · heritagewealthusa.com

PARK EDGE ADVISORS, LLC — crossed $500M in regulatory AUM ($438.1M -> $522.5M). IAPD ↗

$522.5M RAUM · 5 reps · (216) 727-0144 · parkedgeadvisors.com

PEAK RETIREMENT PLANNING, INC. — crossed $500M in regulatory AUM ($416.4M -> $631.0M). IAPD ↗

$631.0M RAUM · 16 reps · (614) 500-4121

FIAT WEALTH MANAGEMENT — crossed $500M in regulatory AUM ($370.6M -> $517.4M). IAPD ↗

$517.4M RAUM · 13 reps · 952-426-9116

FIORI FINANCIAL GROUP — crossed $500M in regulatory AUM ($476.7M -> $567.4M). IAPD ↗

$567.4M RAUM · 5 reps · 954-763-2600

FINANCIAL NETWORK WEALTH ADVISORS LLC — crossed $500M in regulatory AUM ($425.2M -> $515.4M). IAPD ↗

$515.4M RAUM · 6 reps · 801-748-0044

HOXTON PLANNING & MANAGEMENT, LLC — crossed $500M in regulatory AUM ($491.6M -> $591.5M). IAPD ↗

$591.5M RAUM · 4 reps · 304-876-2619

RIALTO WEALTH MANAGEMENT — crossed $500M in regulatory AUM ($403.7M -> $625.9M). IAPD ↗

$625.9M RAUM · 6 reps · 315-992-9129

RANGE ADVISORY, LLC — crossed $500M in regulatory AUM ($269.0M -> $653.9M). IAPD ↗

$653.9M RAUM · 18 reps · (703) 261-4126

KOOMAN & ASSOCIATES — crossed $500M in regulatory AUM ($472.4M -> $555.6M). IAPD ↗

$555.6M RAUM · 6 reps · 814-941-4800

ONEASCENT FAMILY OFFICES — crossed $500M in regulatory AUM ($360.2M -> $544.5M). IAPD ↗

$544.5M RAUM · 10 reps · (205) 313-9142 · sovereignfamilyoffice.co

FREEDOM FIDUCIARIES LLC — crossed $500M in regulatory AUM ($436.4M -> $584.6M). IAPD ↗

$584.6M RAUM · 3 reps · 208-900-4331 · freedomfiduciaries.com

TWIN PEAKS WEALTH ADVISORS — crossed $500M in regulatory AUM ($410.4M -> $584.8M). IAPD ↗

$584.8M RAUM · 9 reps · (650) 200-0308

MACK & CO. PARTNERS, LP — crossed $500M in regulatory AUM ($102.5M -> $549.0M). IAPD ↗

$549.0M RAUM · 2 reps · (945) 293-6405 · mackco.com

TRI-AD CAPITAL MANAGEMENT I, LLC — crossed $500M in regulatory AUM ($463.4M -> $619.0M). IAPD ↗

$619.0M RAUM · 1 reps · 760-743-7555 · snapira.com

ROSSBY FINANCIAL, LLC — crossed $500M in regulatory AUM ($358.6M -> $566.0M). IAPD ↗

$566.0M RAUM · 2 reps · 321-209-0111

RAI WEALTH — crossed $500M in regulatory AUM ($408.6M -> $530.8M). IAPD ↗

$530.8M RAUM · 6 reps · 6307338434 · raiwealth.com

ENDEAVOR ADVISORS, LLC — crossed $500M in regulatory AUM ($176.9M -> $559.5M). IAPD ↗

$559.5M RAUM · 8 reps · 281-326-9902 · endeavor-advisors.com

55 NORTH PRIVATE WEALTH — crossed $500M in regulatory AUM ($366.8M -> $581.3M). IAPD ↗

$581.3M RAUM · 7 reps · 407-960-4769 · 55northprivatewealth.com

SELBY LANE CAPITAL, LLC — crossed $500M in regulatory AUM ($318.1M -> $505.4M). IAPD ↗

$505.4M RAUM · 3 reps · 650-463-9511 · selbylane.com

ELEVATUS WEALTH MANAGEMENT, LLC — crossed $500M in regulatory AUM ($438.1M -> $513.4M). IAPD ↗

$513.4M RAUM · 4 reps · 585-565-4450 · elevatuswealth.com

FREC — crossed $500M in regulatory AUM ($119.2M -> $567.2M). IAPD ↗

$567.2M RAUM · 1 reps · 855-900-3732 · frec.com

LEGACY WEALTH ADVISORS, LLC — crossed $500M in regulatory AUM ($348.0M -> $922.8M). IAPD ↗

$922.8M RAUM · 5 reps · 305-808-6140 · lwgadvisors.com

J. STERN & CO., LLC — crossed $500M in regulatory AUM ($376.3M -> $608.6M). IAPD ↗

$608.6M RAUM · 0 reps · 212-219-0200 · jsternco.com

GGM FINANCIAL LLC — crossed $500M in regulatory AUM ($425.7M -> $513.0M). IAPD ↗

$513.0M RAUM · 6 reps · 614-310-2400

503 CAPITAL PARTNERS, LLC — crossed $500M in regulatory AUM ($398.7M -> $636.4M). IAPD ↗

$636.4M RAUM · 9 reps · 913-279-0177 · 503capitalpartners.com

EIGHT 31 FINANCIAL, LLC — crossed $500M in regulatory AUM ($494.3M -> $532.4M). IAPD ↗

$532.4M RAUM · 4 reps · 423-282-0251

ELYXIUM WEALTH LLC — crossed $500M in regulatory AUM ($452.7M -> $819.0M). IAPD ↗

$819.0M RAUM · 5 reps · (310) 221-8349*224 · elyxwealth.com

MASTER'S WEALTH MANAGEMENT INC. — crossed $500M in regulatory AUM ($415.4M -> $589.5M). IAPD ↗

$589.5M RAUM · 9 reps · (717) 581-1323

POTENTIA WEALTH — crossed $500M in regulatory AUM ($485.5M -> $569.1M). IAPD ↗

$569.1M RAUM · 7 reps · 408-288-7886 · potentiawealth.com

PLATFORM WEALTH ADVISORS — crossed $500M in regulatory AUM ($328.6M -> $600.5M). IAPD ↗

$600.5M RAUM · 10 reps · (385) 243-0553

RELATION WEALTH MANAGEMENT, INC. — crossed $500M in regulatory AUM ($417.9M -> $541.2M). IAPD ↗

$541.2M RAUM · 5 reps · (918) 999-9138 · relationwealth.com

SYNTHETICFI LLC — crossed $500M in regulatory AUM ($153.2M -> $992.9M). IAPD ↗

$992.9M RAUM · 7 reps · (628) 800-0898 · syntheticfi.com

ARC ADVISORY LLC — crossed $500M in regulatory AUM ($440.5M -> $708.3M). IAPD ↗

$708.3M RAUM · 8 reps · (510) 213-8085

AURDAN CAPITAL MANAGEMENT, LLC — crossed $500M in regulatory AUM ($423.2M -> $526.2M). IAPD ↗

$526.2M RAUM · 6 reps · 484-254-1935 · aurdancapital.com

CRUX WEALTH ADVISORS — crossed $500M in regulatory AUM ($410.2M -> $547.7M). IAPD ↗

$547.7M RAUM · 11 reps · 562.735.3875

XXI WEALTH, LLC — crossed $500M in regulatory AUM ($202.7M -> $531.5M). IAPD ↗

$531.5M RAUM · 2 reps · (312) 300-2670 · xxiwealth.com

FOUNDERS GROVE WEALTH PARTNERS, LLC — crossed $500M in regulatory AUM ($432.7M -> $532.3M). IAPD ↗

$532.3M RAUM · 2 reps · (804) 910-0001

PARKWOODS WEALTH PARTNERS, LLC — crossed $500M in regulatory AUM ($408.6M -> $961.9M). IAPD ↗

$961.9M RAUM · 14 reps · (877) 278-2716 · parkwoodswealth.com

AUTOPILOT — crossed $500M in regulatory AUM ($462.0M -> $892.4M). IAPD ↗

$892.4M RAUM · 0 reps · 646-574-4316

OWL CREEK WEALTH PARTNERS — crossed $500M in regulatory AUM ($363.0M -> $602.3M). IAPD ↗

$602.3M RAUM · 2 reps · 303-409-4409 · owlcreekwealth.com

HEADLAND CAPITAL — crossed $500M in regulatory AUM ($403.0M -> $559.3M). IAPD ↗

$559.3M RAUM · 12 reps · 843-388-4300 · headland.capital

PRASAD WEALTH PARTNERS — crossed $500M in regulatory AUM ($486.0M -> $572.1M). IAPD ↗

$572.1M RAUM · 5 reps · 216-313-9999 · prasadwealth.com

LOOMIS CAPITAL MANAGEMENT — crossed $500M in regulatory AUM ($197.6M -> $842.2M). IAPD ↗

$842.2M RAUM · 1 reps · 203-249-6431 · loomiscapitalmanagement.com

CHURCHILL FINANCIAL ADVISORS, LLC — crossed $500M in regulatory AUM ($243.8M -> $522.9M). IAPD ↗

$522.9M RAUM · 3 reps · 502-895-3535 · churchillfa.com

PW NOVA FINANCIAL SERVICES LLC — crossed $500M in regulatory AUM ($307.9M -> $654.3M). IAPD ↗

$654.3M RAUM · 6 reps · 267-753-7065 · jwnova.com

NIGHT SQUARED LP — crossed $500M in regulatory AUM ($355.2M -> $976.1M). IAPD ↗

$976.1M RAUM · 11 reps · 917-451-0055 · nightsquared.com

ELEVATED FINANCIAL GROUP — crossed $500M in regulatory AUM ($399.3M -> $532.0M). IAPD ↗

$532.0M RAUM · 8 reps · 317-533-7721

STEADTRUST — crossed $500M in regulatory AUM ($438.9M -> $618.1M). IAPD ↗

$618.1M RAUM · 9 reps · 972-876-8422 · concordfinancialgroup.com

XCELSIOR ADVISOR PARTNERS LLC — crossed $500M in regulatory AUM ($150.0M -> $650.7M). IAPD ↗

$650.7M RAUM · 13 reps · 480-866-8616 · bvprivatewealth.com

SANTA BARBARA MANAGEMENT — crossed $500M in regulatory AUM ($259.2M -> $530.2M). IAPD ↗

$530.2M RAUM · 17 reps · 734-604-9891 · santabarbaramanagement.com

MARTIN, JAVAN VON — crossed $500M in regulatory AUM ($407.8M -> $952.3M). IAPD ↗

$952.3M RAUM · 1 reps · 717-336-9229

ANCHYRA PARTNERS LLC — crossed $500M in regulatory AUM ($265.5M -> $689.2M). IAPD ↗

$689.2M RAUM · 2 reps · 404-240-8799 · anchyrapartners.com

TEMPO WEALTH — crossed $500M in regulatory AUM ($216.0M -> $804.3M). IAPD ↗

$804.3M RAUM · 5 reps · 440-568-3676 · tempowealth.com

ASSET ONE WEALTH MANAGEMENT, LLC — crossed $500M in regulatory AUM ($435.6M -> $982.5M). IAPD ↗

$982.5M RAUM · 9 reps · (425) 504-830 · assetone.com

ALLOCATOR SOLUTIONS, LLC — crossed $500M in regulatory AUM ($277.2M -> $513.5M). IAPD ↗

$513.5M RAUM · 1 reps · 314 882-9442 · missionmultiplierfund.com

HIGHBROOK CAPITAL PARTNERS — crossed $500M in regulatory AUM ($235.8M -> $509.1M). IAPD ↗

$509.1M RAUM · 5 reps · 404-850-2550 · highbrookcap.com

PROSPERITY FINANCIAL GROUP, INC. — crossed $500M in regulatory AUM ($358.9M -> $503.0M). IAPD ↗

$503.0M RAUM · 8 reps · 925-314-8500 · 401kprosperityfg.com

ARS INVESTMENT PARTNERS, LLC — reported RAUM up 52% ($1.78B -> $2.71B). IAPD ↗

$2.71B RAUM · 7 reps · 212-931-5722

WILSHIRE — reported RAUM up 50% ($99.10B -> $149.10B). IAPD ↗

$149.10B RAUM · 86 reps · 310-451-3051

B.B. GRAHAM & COMPANY, INC. — reported RAUM up 64% ($196.1M -> $321.7M). IAPD ↗

$321.7M RAUM · 32 reps · (714) 628-5200 · bbgraham.com

SUPREME ALLIANCE LLC — reported RAUM up 93% ($18.3M -> $35.3M). IAPD ↗

$35.3M RAUM · 15 reps · 561-460-2870 · supremealliancellc.com

BRANDES INVESTMENT PARTNERS, LP — reported RAUM up 52% ($26.69B -> $40.65B). IAPD ↗

$40.65B RAUM · 35 reps · 858-755-0239

ADRIAN DAY ASSET MANAGEMENT — reported RAUM up 88% ($117.6M -> $221.6M). IAPD ↗

$221.6M RAUM · 2 reps · 410-224-2037 · adriandayassetmanagement.com

GUGGENHEIM INVESTMENT ADVISORS, LLC — reported RAUM up 61% ($522.0M -> $840.9M). IAPD ↗

$840.9M RAUM · 8 reps · 212-739-0700

T. ROWE PRICE ADVISORY SERVICES, INC. — reported RAUM up 53% ($3.86B -> $5.90B). IAPD ↗

$5.90B RAUM · 66 reps · 800-225-5132

PROMETHEUS CAPITAL MANAGEMENT CORP. — reported RAUM up 61% ($247.6M -> $397.8M). IAPD ↗

$397.8M RAUM · 2 reps · 215-321-9312 · procap.net

IKE CAPITAL, LLC — reported RAUM up 64% ($157.3M -> $257.4M). IAPD ↗

$257.4M RAUM · 3 reps · 917-825-1536 · ikecapital.com

AMERICAN INDEPENDENT SECURITIES GROUP, LLC — reported RAUM up 63% ($604.9M -> $986.3M). IAPD ↗

$986.3M RAUM · 49 reps · 208-489-3131

STELAC ADVISORY SERVICES LLC — reported RAUM up 55% ($4.06B -> $6.29B). IAPD ↗

$6.29B RAUM · 10 reps · 212-920-3890

CORNERSTONE WEALTH PARTNERS, LLC — reported RAUM up 1043% ($12.8M -> $145.9M). IAPD ↗

$145.9M RAUM · 8 reps · 517-381-3450

CAPRICORN INVESTMENT GROUP LLC — reported RAUM up 51% ($12.47B -> $18.85B). IAPD ↗

$18.85B RAUM · 16 reps · 646-289-3030 · capricornllc.com

CS PLANNING CORP — reported RAUM up 55% ($1.27B -> $1.96B). IAPD ↗

$1.96B RAUM · 49 reps · 503-292-5853 · vertwealth.com

CAPITAL WEALTH PLANNING, LLC — reported RAUM up 51% ($11.42B -> $17.25B). IAPD ↗

$17.25B RAUM · 6 reps · 239-593-2100

C2 PRIVATE WEALTH — reported RAUM up 54% ($1.18B -> $1.82B). IAPD ↗

$1.82B RAUM · 11 reps · 248-567-6688 · c2privatewealth.com

EXPAND FINANCIAL, LLC — reported RAUM up 51% ($1.84B -> $2.77B). IAPD ↗

$2.77B RAUM · 6 reps · 720-387-8158

ISRAEL INVESTMENT ADVISORS, LLC — reported RAUM up 110% ($45.9M -> $96.3M). IAPD ↗

$96.3M RAUM · 4 reps · 303-861-3798 · israelinvestmentadvisors.com

TRICORD ADVISORS, INC. — reported RAUM up 65% ($261.7M -> $431.5M). IAPD ↗

$431.5M RAUM · 5 reps · 951-684-7011 · tricordadvisors.com

XENDIA WEALTH LLC — reported RAUM up 63% ($291.7M -> $475.3M). IAPD ↗

$475.3M RAUM · 5 reps · 305-415-0060 · monexinvestor.com

DUTCH ASSET CORPORATION — reported RAUM up 105% ($91.1M -> $186.9M). IAPD ↗

$186.9M RAUM · 8 reps · 518-478-8077 · dutchasset.com

HULL TACTICAL — reported RAUM up 131% ($76.7M -> $177.0M). IAPD ↗

$177.0M RAUM · 8 reps · 312-356-3150 · hulltactical.com

IHT WEALTH MANAGEMENT LLC — reported RAUM up 54% ($6.38B -> $9.80B). IAPD ↗

$9.80B RAUM · 153 reps · 855-295-2828

NORTH WOODS WEALTH MANAGEMENT — reported RAUM up 101% ($74.8M -> $150.4M). IAPD ↗

$150.4M RAUM · 2 reps · 716.220.8497 · north-woods.com

EMERGENT FINANCIAL SERVICES, LLC. — reported RAUM up 77% ($110.4M -> $195.2M). IAPD ↗

$195.2M RAUM · 4 reps · 434-260-1690 · emergentfs.com

BRASIL PLURAL INVESTMENT ADVISOR LLC — reported RAUM up 93% ($104.6M -> $201.6M). IAPD ↗

$201.6M RAUM · 14 reps · (305) 904-9496

RICHMOND QUANTITATIVE ADVISORS, LLC — reported RAUM up 115% ($27.8M -> $60.0M). IAPD ↗

$60.0M RAUM · 2 reps · (804) 347-0126 · richmondquant.com

KINGSWOOD WEALTH ADVISORS, LLC — reported RAUM up 54% ($2.47B -> $3.80B). IAPD ↗

$3.80B RAUM · 76 reps · 800-535-6981 · kingswoodus.com

PALM SPRINGS ADVISORY LLC — reported RAUM up 652% ($4.7M -> $35.5M). IAPD ↗

$35.5M RAUM · 1 reps · 8613467529666 · palmspringsadvisory.com

MONOGRAM CAPITAL MANAGEMENT, L.P. — reported RAUM up 53% ($1.17B -> $1.79B). IAPD ↗

$1.79B RAUM · 11 reps · 310-229-2460 · monogramcapital.com

WICK CAPITAL PARTNERS, LLC — reported RAUM up 64% ($565.3M -> $929.7M). IAPD ↗

$929.7M RAUM · 10 reps · 215-302-3535 · wickcapitalpartners.com

SUMMIT FINANCIAL, LLC — reported RAUM up 50% ($14.96B -> $22.47B). IAPD ↗

$22.47B RAUM · 216 reps · 973-285-3600 · lbellwealth.com

HILTON HEAD CAPITAL PARTNERS, LLC — reported RAUM up 61% ($253.8M -> $409.5M). IAPD ↗

$409.5M RAUM · 6 reps · 843-790-7573

FOUNDRY FINANCIAL LLC — reported RAUM up 122% ($104.7M -> $232.6M). IAPD ↗

$232.6M RAUM · 5 reps · (213) 802-8662

LEXINGTON HILL PARTNERS, LLC — reported RAUM up 63% ($170.7M -> $278.4M). IAPD ↗

$278.4M RAUM · 6 reps · 214-225-1891 · lexingtonhillpartners.com

TANNIN CAPITAL, LLC — reported RAUM up 61% ($512.3M -> $824.9M). IAPD ↗

$824.9M RAUM · 6 reps · 704-552-1082

ORIGIN INVESTMENT ADVISORY LLC — reported RAUM up 1514% ($2.1M -> $34.7M). IAPD ↗

$34.7M RAUM · 40 reps · 6172273825 · reddit.com

ALIGNMENT FINANCIAL GROUP — reported RAUM up 417% ($15.0M -> $77.6M). IAPD ↗

$77.6M RAUM · 1 reps · (617) 306-3159 · alignfg.com

DELAWARE WEALTH PLANNERS — reported RAUM up 65% ($155.2M -> $255.6M). IAPD ↗

$255.6M RAUM · 3 reps · 302-254-2400

QUINCY WELLS ADVISORS, LLC — reported RAUM up 94% ($45.1M -> $87.3M). IAPD ↗

$87.3M RAUM · 20 reps · 312-356-4875

STRATTON CAPITAL INVESTMENT ADVISORY LLC — reported RAUM up 84% ($75.2M -> $138.3M). IAPD ↗

$138.3M RAUM · 6 reps · (914) 471-3377 · stratton-capital.com

INSIGHTS INVESTMENTS — reported RAUM up 100% ($22.9M -> $45.8M). IAPD ↗

$45.8M RAUM · 1 reps · 6504850277

GUARDIAN WEALTH PARTNERS, LLC — reported RAUM up 95% ($98.3M -> $191.4M). IAPD ↗

$191.4M RAUM · 75 reps · 800-879-6934 · parkavenuesecurities.com

GLOBAL INVESTMENT ADVISORY — reported RAUM up 234% ($21.5M -> $71.8M). IAPD ↗

$71.8M RAUM · 5 reps · (678) 583-1120 · globalria.com

CSP FINANCIAL GROUP LLC — reported RAUM up 293% ($30.3M -> $119.2M). IAPD ↗

$119.2M RAUM · 19 reps · 480-600-9626 · cspfgllc.com

QUANTEL ASSET MANAGEMENT LLC — reported RAUM up 96% ($30.4M -> $59.7M). IAPD ↗

$59.7M RAUM · 1 reps · 844-836-5461

ALINEA ADVISORY SERVICES LLC — reported RAUM up 430% ($12.6M -> $66.6M). IAPD ↗

$66.6M RAUM · 1 reps · 516-469-9482

EKO — reported RAUM up 421% ($14.4M -> $74.9M). IAPD ↗

$74.9M RAUM · 2 reps · (917)7449432 · eko.investments

MORALIS TECHNOLOGIES, LLC — reported RAUM up 98% ($51.9M -> $103.0M). IAPD ↗

$103.0M RAUM · 7 reps · 833-730-3700 · aquinaswealth.com

CALLAN FAMILY OFFICE, LLC — reported RAUM up 53% ($6.67B -> $10.21B). IAPD ↗

$10.21B RAUM · 15 reps · (877) 506-7990

SK ADVISOR NETWORK, LLC — reported RAUM up 64% ($165.2M -> $271.5M). IAPD ↗

$271.5M RAUM · 2 reps · (214) 851-8564

NK CAPITAL LLC — reported RAUM up 200% ($36.4M -> $109.2M). IAPD ↗

$109.2M RAUM · 2 reps · (646) 416-6303 · nkcapllc.com

ADVISOR.COM — reported RAUM up 147% ($51.3M -> $126.8M). IAPD ↗

$126.8M RAUM · 3 reps · 843-284-6261

TSG ALPHA PARTNERS, LLC — reported RAUM up 79% ($75.4M -> $134.9M). IAPD ↗

$134.9M RAUM · 9 reps · 631-403-5364 · tsginvest.com

CENTRAL PINE CAPITAL, LLC — reported RAUM up 65% ($201.5M -> $332.4M). IAPD ↗

$332.4M RAUM · 3 reps · 212-430-1030

FRUITFUL — reported RAUM up 171% ($9.3M -> $25.2M). IAPD ↗

$25.2M RAUM · 17 reps · 833-784-8050

ALIANZA CORP. INVESTMENT ADVISOR — reported RAUM up 87% ($108.9M -> $204.1M). IAPD ↗

$204.1M RAUM · 5 reps · 954-330-1741

CARRY ADVISORS LLC — reported RAUM up 81% ($99.7M -> $180.9M). IAPD ↗

$180.9M RAUM · 2 reps · 2014720612 · carry.com

A16Z PERENNIAL MANAGEMENT, L.P. — reported RAUM up 51% ($1.82B -> $2.74B). IAPD ↗

$2.74B RAUM · 10 reps · (650) 798-5800 · a16z.com

FANCLUB SPORTS CAPITAL — reported RAUM up 79% ($15.5M -> $27.8M). IAPD ↗

$27.8M RAUM · 1 reps · 9053591698 · fanclubsports.co

ALOOOLA — reported RAUM up 101% ($25.5M -> $51.2M). IAPD ↗

$51.2M RAUM · 3 reps · 484.275.5525 · alooola.com

E6 PORTFOLIOS — reported RAUM up 79% ($134.0M -> $239.4M). IAPD ↗

$239.4M RAUM · 3 reps · 801-545-8706 · e6portfolios.com

E-WEALTH PARTNERS — reported RAUM up 94% ($112.9M -> $218.7M). IAPD ↗

$218.7M RAUM · 5 reps · 952.800.2121 · e-wealthpartners.com

HERON FINANCE — reported RAUM up 146% ($15.3M -> $37.7M). IAPD ↗

$37.7M RAUM · 2 reps · 510-214-6602

BARNES DENNIG PRIVATE WEALTH MANAGEMENT, LLC — reported RAUM up 83% ($102.8M -> $188.2M). IAPD ↗

$188.2M RAUM · 3 reps · (513) 241-8313 · barnesdennigprivatewealth.com

QUANTIFY FUNDS — reported RAUM up 135% ($56.7M -> $133.2M). IAPD ↗

$133.2M RAUM · 2 reps · 917-696-6359 · quantifyfunds.com

ALTITUDE CAPITAL MANAGEMENT LLC — reported RAUM up 110% ($49.4M -> $103.6M). IAPD ↗

$103.6M RAUM · 26 reps · 515-207-3310 · altitudecm.com

INNOVATIVE FAMILY OFFICE LLC — reported RAUM up 206% ($21.5M -> $65.8M). IAPD ↗

$65.8M RAUM · 8 reps · (914) 427-8036 · innovativefo.com

PONTA WEALTH PARTNERS, LLC — reported RAUM up 104% ($102.2M -> $208.4M). IAPD ↗

$208.4M RAUM · 1 reps · 407-490-4820 · pontawealth.com

ARIMATHEA — reported RAUM up 1378% ($2.7M -> $39.9M). IAPD ↗

$39.9M RAUM · 4 reps · 707-813-7070 · arimatheainvesting.com

CALIBER WEALTH MANAGEMENT, LLC — reported RAUM up 51% ($1.17B -> $1.76B). IAPD ↗

$1.76B RAUM · 15 reps · 913-303-3920

WEALTH2B — reported RAUM up 558% ($4.0M -> $26.2M). IAPD ↗

$26.2M RAUM · 1 reps · 1 (205) 953-6526 · wealth2b.com

GUGGENHEIM PRIVATE INVESTMENTS, LLC — reported RAUM up 62% ($216.2M -> $349.5M). IAPD ↗

$349.5M RAUM · 2 reps · 2125189010 · guggenheiminvestments.com

SANDRO WEALTH MANAGEMENT LLC — reported RAUM up 124% ($101.7M -> $227.6M). IAPD ↗

$227.6M RAUM · 11 reps · 2016613416 · sandrowealth.com

CATOCTIN RIDGE WEALTH PARTNER — reported RAUM up 95% ($102.3M -> $199.0M). IAPD ↗

$199.0M RAUM · 4 reps · 301-304-6004 · burhonfg.com

HONEOYE FALLS CAPITAL LLC — reported RAUM up 123% ($30.0M -> $67.0M). IAPD ↗

$67.0M RAUM · 2 reps · (585) 770-7171

THE BYCOFF GROUP LLC — reported RAUM up 98% ($36.7M -> $72.6M). IAPD ↗

$72.6M RAUM · 2 reps · 781-801-5559

WELARA — reported RAUM up 145% ($34.1M -> $83.7M). IAPD ↗

$83.7M RAUM · 6 reps · 917-524-6125

EAGLE'S CREST ADVISORS, LLC — reported RAUM up 114% ($30.6M -> $65.3M). IAPD ↗

$65.3M RAUM · 1 reps · 646-627-6030

CONNECTIVE WEALTH PARTNERS, LLC — reported RAUM up 112% ($36.7M -> $77.6M). IAPD ↗

$77.6M RAUM · 10 reps · (603) 498-1854 · connectivewealth.ai

CENTRAL WEALTH MANAGEMENT LLC — 's provisional registration is now fully approved. IAPD ↗

$136.8M RAUM · 1 reps · 608-841-1555 · centralwealthmanagement.com

OLDFIELD WEALTH PARTNERS — 's provisional registration is now fully approved. IAPD ↗

$110.0M RAUM · 1 reps · 207-573-3001 · oldfieldwealth.com

ROCK CREEK WEALTH MANAGEMENT — 's provisional registration is now fully approved. IAPD ↗

$101.1M RAUM · 3 reps · 503-505-7000 · rockcreekwm.com

NESTVST — 's provisional registration is now fully approved. IAPD ↗

$7,067 RAUM · 1 reps · 832-592-1760 · wealthdoor.com

LIFECAPITAL PARTNERS LLC — 's provisional registration is now fully approved. IAPD ↗

$133.2M RAUM · 3 reps · (917) 968-0055 · lifecapital-partners.com

CARDONE WEALTH ADVISORS — 's provisional registration is now fully approved. IAPD ↗

$0 RAUM · 2 reps · 310-777-0255 · cardonewealthadvisors.com

ARAGON FAMILY OFFICE LLC — 's provisional registration is now fully approved. IAPD ↗

$112.0M RAUM · 2 reps · 719-244-4814

LANE FAMILY WEALTH MANAGEMENT — 's provisional registration is now fully approved. IAPD ↗

$142.7M RAUM · 2 reps · 319-535-4525 · lanefamilywm.com

COLUCCI WEALTH MANAGEMENT LLC — 's provisional registration is now fully approved. IAPD ↗

$25.0M RAUM · 1 reps · 914-263-4996

NORTHERN EDGE WEALTH MANAGEMENT — 's provisional registration is now fully approved. IAPD ↗

$246.9M RAUM · 4 reps · 906-228-6018 · northernedgewealth.com

COASTLINE COMPLETE WEALTH LLC — 's provisional registration is now fully approved. IAPD ↗

$213.6M RAUM · 2 reps · 843-379-1300 · coastlinecw.com

3ROOTS WEALTH PARTNERS LLC — 's provisional registration is now fully approved. IAPD ↗

$92.6M RAUM · 3 reps · 402-980-1525

LC VERO MANAGER — 's provisional registration is now fully approved. IAPD ↗

$205.6M RAUM · 3 reps · 917-657-5639 · verocapital.com

MUSAFFA LLC — 's provisional registration is now fully approved. IAPD ↗

$2,000 RAUM · 1 reps · 1 929-415-9392 · musaffa.com

DERRYRUSH WEALTH — 's provisional registration is now fully approved. IAPD ↗

$25.8M RAUM · 1 reps · (631) 275-4885

ARX PRIVATE WEALTH — 's provisional registration is now fully approved. IAPD ↗

$113.6M RAUM · 5 reps · 717-219-8226 · arxprivatewealth.com

MARTINWRIGHT ADVISORY, LLC — 's provisional registration is now fully approved. IAPD ↗

$160.7M RAUM · 5 reps · 404-882-8756 · mwadvisory.com

SPRING STREET WEALTH — 's provisional registration is now fully approved. IAPD ↗

$26.4M RAUM · 1 reps · 917-695-9535 · springstreetwealth.com

MAGELLAN PLANNING GROUP — 's provisional registration is now fully approved. IAPD ↗

$210.0M RAUM · 3 reps · 404-257-8811 · magellanplanning.com

MCKINNEY CAPITAL MANAGEMENT — 's provisional registration is now fully approved. IAPD ↗

$246.1M RAUM · 2 reps · 713-888-0841 · retirewithmcm.com

ULTRA ADVISORY GROUP — 's provisional registration is now fully approved. IAPD ↗

$142.6M RAUM · 1 reps · 949-590-4923 · ultraadvisorygroup.com

FFO INVESTMENTS LLC — 's provisional registration is now fully approved. IAPD ↗

$207.1M RAUM · 5 reps · (302) 584-3415 · thefractionalfamilyoffice.com

PEREON WEALTH LLC — 's provisional registration is now fully approved. IAPD ↗

$180.6M RAUM · 1 reps · 212-606-2323

A3 CAPITAL ADVISORS — 's provisional registration is now fully approved. IAPD ↗

$227.1M RAUM · 2 reps · 713-447-5856

NAVIANT PARTNERS, LLC — 's provisional registration is now fully approved. IAPD ↗

$177.3M RAUM · 2 reps · (251) 725-9977 · naviantpartners.com

MILLER FINANCIAL SERVICES, INC. — 's provisional registration is now fully approved. IAPD ↗

$127.0M RAUM · 1 reps · 949-218-9419 · millerfinancialservicesinc.com

NORTHILL AIMS, LLC — 's provisional registration is now fully approved. IAPD ↗

$249.5M RAUM · 2 reps · (972) 480-6202 · northillaims.com

STEPHEN SMITH FINANCIAL INC. — 's provisional registration is now fully approved. IAPD ↗

$129.0M RAUM · 2 reps · 847-337-1022 · stephensmithfinancial.com

HV CAPITAL MANAGEMENT — 's provisional registration is now fully approved. IAPD ↗

$71.5M RAUM · 2 reps · 845-655-4826 · hvcapitalmanagement.com

BLUE HERON CAPITAL — 's provisional registration is now fully approved. IAPD ↗

$102.2M RAUM · 3 reps · (720) 488-8604

PIEDMONT PRIVATE WEALTH, LLC — 's provisional registration is now fully approved. IAPD ↗

$105.0M RAUM · 1 reps · 919 452 1370

GEVERS WEALTH MANAGEMENT — 's provisional registration is now fully approved. IAPD ↗

$223.7M RAUM · 3 reps · 4259024840 · geverswealth.com

PECONIC PARTNERS LLC — reported RAUM up 49% ($1.84B -> $2.75B). IAPD ↗

$2.75B RAUM · 5 reps · 212-904-0440 · peconic.com

ALLSTATE FINANCIAL ADVISORS, LLC — reported RAUM up 74% ($82.0M -> $142.4M). IAPD ↗

$142.4M RAUM · 0 reps · 877-232-2142

ASPEN INVESTMENT MANAGEMENT INC. — reported RAUM up 58% ($285.7M -> $452.5M). IAPD ↗

$452.5M RAUM · 5 reps · 616-361-2500 · aspenim.com

CAUSEWAY CAPITAL MANAGEMENT LLC — reported RAUM up 46% ($42.66B -> $62.24B). IAPD ↗

$62.24B RAUM · 40 reps · 310-231-6100

SAX WEALTH ADVISORS, LLC — reported RAUM up 47% ($2.44B -> $3.60B). IAPD ↗

$3.60B RAUM · 37 reps · 973-859-2199

WMGNA — reported RAUM up 60% ($217.1M -> $346.4M). IAPD ↗

$346.4M RAUM · 3 reps · 860-679-5255

VERSANT CAPITAL MANAGEMENT, INC. — reported RAUM up 46% ($1.24B -> $1.81B). IAPD ↗

$1.81B RAUM · 14 reps · 602-635-3760 · tamethemoneymonkey.com

KEY INVESTMENT SERVICES LLC — reported RAUM up 45% ($6.11B -> $8.88B). IAPD ↗

$8.88B RAUM · 360 reps · (888) 547-2968 · key.com

ACP CAPITAL MANAGEMENT, LLC — reported RAUM up 56% ($230.4M -> $360.3M). IAPD ↗

$360.3M RAUM · 12 reps · 305-670-4180 · acp-group.com

GBM WEALTH MANAGEMENT, INC. — reported RAUM up 59% ($217.7M -> $346.4M). IAPD ↗

$346.4M RAUM · 8 reps · (281) 745-9100 · gbminvestor.com

FORTUNE FINANCIAL ADVISORS, LLC — reported RAUM up 59% ($202.4M -> $322.6M). IAPD ↗

$322.6M RAUM · 6 reps · 913-393-0038 · fortunefinancialadvisors.com

INSIGHT STRATEGIC WEALTH LLC — reported RAUM up 56% ($256.9M -> $401.0M). IAPD ↗

$401.0M RAUM · 7 reps · 866-467-9756 · insightstrategicwealth.com

ASHTON THOMAS PRIVATE WEALTH — reported RAUM up 48% ($4.05B -> $6.01B). IAPD ↗

$6.01B RAUM · 63 reps · 602-732-4745

PARSONEX ADVISORY SERVICES, INC. — reported RAUM up 55% ($174.8M -> $271.3M). IAPD ↗

$271.3M RAUM · 2 reps · 303-662-8700 · parsonexadvisory.com

MCGUIRE CAPITAL ADVISORS, INC. — reported RAUM up 73% ($116.1M -> $200.8M). IAPD ↗

$200.8M RAUM · 4 reps · 405-378-2233 · mcguirecap.com

VALUE INVESTMENT PROFESSIONALS, LLC — reported RAUM up 74% ($141.9M -> $246.7M). IAPD ↗

$246.7M RAUM · 4 reps · 646-383-7757 · valueinvestmentprofessionals.com

ELM WEALTH — reported RAUM up 49% ($2.02B -> $3.02B). IAPD ↗

$3.02B RAUM · 7 reps · (888) 676-3148

OCEANIQ CAPITAL, LLC — reported RAUM up 57% ($212.4M -> $334.2M). IAPD ↗

$334.2M RAUM · 4 reps · (415) 432-7580 · oceaniqcapital.com

OAKTREE ADVISORS LLC — reported RAUM up 58% ($179.3M -> $282.8M). IAPD ↗

$282.8M RAUM · 3 reps · (610) 882-5670

JIM SAULNIER & ASSOCIATES, LLC — reported RAUM up 59% ($180.0M -> $286.4M). IAPD ↗

$286.4M RAUM · 3 reps · 970-530-0556 · jimhelps.com

WALSER WEALTH MANAGEMENT COMPANY, A LIMITED LIABILITY COMPANY — reported RAUM up 56% ($220.3M -> $344.1M). IAPD ↗

$344.1M RAUM · 13 reps · 866-929-3258

LIDO — reported RAUM up 46% ($29.08B -> $42.50B). IAPD ↗

$42.50B RAUM · 235 reps · 800-301-5496 · lidoadvisors.com

CYNOSURE GROUP, LLC — reported RAUM up 50% ($6.57B -> $9.85B). IAPD ↗

$9.85B RAUM · 30 reps · 801-521-3100 · cynosuregroup.com

GUERRA WEALTH ADVISORS — reported RAUM up 56% ($260.0M -> $406.2M). IAPD ↗

$406.2M RAUM · 9 reps · 305-448-1011 · guerrawealth.com

STANCE CAPITAL LLC — reported RAUM up 55% ($228.4M -> $354.2M). IAPD ↗

$354.2M RAUM · 5 reps · 617-875-1062

EVOLUTION WEALTH ADVISORS, LLC — reported RAUM up 49% ($1.31B -> $1.96B). IAPD ↗

$1.96B RAUM · 7 reps · (305) 921-4740 · ewadvisors.net

DELTA ACCUMULATION, LLC — reported RAUM up 58% ($210.0M -> $332.1M). IAPD ↗

$332.1M RAUM · 3 reps · 415-480-0485 · deltaaccumulation.com

ALERA INVESTMENT ADVISORS, LLC — reported RAUM up 48% ($3.57B -> $5.29B). IAPD ↗

$5.29B RAUM · 67 reps · (847) 457-3000 · aleragroup.com

ROSSMORE PRIVATE CAPITAL, LLC — reported RAUM up 46% ($1.32B -> $1.92B). IAPD ↗

$1.92B RAUM · 7 reps · 860-200-6079 · rossmore.com

APOLLON WEALTH MANAGEMENT, LLC — reported RAUM up 50% ($7.72B -> $11.56B). IAPD ↗

$11.56B RAUM · 115 reps · 843-579-0018 · bridgemark.apollonwealth.com

COLTER LEWIS INVESTMENT PARTNERS, LLC — reported RAUM up 47% ($2.32B -> $3.41B). IAPD ↗

$3.41B RAUM · 12 reps · 203-987-3090 · colterlewis.com

ACCURATE WEALTH MANAGEMENT, LLC — reported RAUM up 49% ($1.15B -> $1.71B). IAPD ↗

$1.71B RAUM · 47 reps · 813-994-0984 · providentwealthllc.com

AMERICANA PARTNERS, LLC — reported RAUM up 50% ($6.08B -> $9.10B). IAPD ↗

$9.10B RAUM · 34 reps · 713-429-5552 · americanapartners.podbean.com

FIDELITY INSTITUTIONAL WEALTH ADVISER LLC — reported RAUM up 45% ($6.47B -> $9.38B). IAPD ↗

$9.38B RAUM · 101 reps · 617-563-7000

RESOLUTE CAPITAL, LLC — reported RAUM up 59% ($188.7M -> $300.8M). IAPD ↗

$300.8M RAUM · 8 reps · (864) 800-1831 · retiretrunorth.com

CLOUD CAPITAL MANAGEMENT — reported RAUM up 58% ($189.9M -> $300.2M). IAPD ↗

$300.2M RAUM · 5 reps · 8007954303 · cloudcapital.us

MAREN CAPITAL — reported RAUM up 49% ($1.40B -> $2.08B). IAPD ↗

$2.08B RAUM · 2 reps · 7738327602 · marencapital.com

STEWARD ADVISORS GROUP, LLC — reported RAUM up 72% ($61.4M -> $105.4M). IAPD ↗

$105.4M RAUM · 8 reps · (518) 406-5624

SYON CAPITAL LLC — reported RAUM up 49% ($2.93B -> $4.38B). IAPD ↗

$4.38B RAUM · 5 reps · 415-520-7966 · syoncap.com

FAMILY WEALTH PLANNING PARTNERS — reported RAUM up 57% ($202.3M -> $317.4M). IAPD ↗

$317.4M RAUM · 5 reps · 502-200-5210 · fwppartners.com

WEST INVEST — reported RAUM up 57% ($193.6M -> $304.5M). IAPD ↗

$304.5M RAUM · 9 reps · 360-738-6019

TREND TRADE PRO, LLC — reported RAUM up 56% ($191.0M -> $298.3M). IAPD ↗

$298.3M RAUM · 1 reps · (626) 234-8999 · trendtradepro.com

LYNK CAPITAL MANAGEMENT COMPANY, LLC — reported RAUM up 60% ($225.2M -> $359.6M). IAPD ↗

$359.6M RAUM · 3 reps · 844-489-8454 · lynkcapital.com

CASTLE ROCK ADVISORS LLC — reported RAUM up 49% ($1.59B -> $2.38B). IAPD ↗

$2.38B RAUM · 27 reps · 617-227-0050

VOYA FINANCIAL ADVISORS, INC. — reported RAUM up 41% ($2.74B -> $3.87B). IAPD ↗

$3.87B RAUM · 638 reps · 1-800-356-2906

CITIZENS SECURITIES, INC. — reported RAUM up 40% ($9.19B -> $12.87B). IAPD ↗

$12.87B RAUM · 454 reps · 1-800-942-8300

CAMBRIDGE ASSOCIATES LIMITED, LLC — reported RAUM up 42% ($5.77B -> $8.20B). IAPD ↗

$8.20B RAUM · 14 reps · (617) 457-7500 · cambridgeassociates.com

ATLAS CAPITAL MANAGEMENT CORP — reported RAUM up 55% ($562.6M -> $869.8M). IAPD ↗

$869.8M RAUM · 4 reps · 260-637-2857 · atlascapitalmanagement.com

FIDUCIENT ADVISORS LLC — reported RAUM up 44% ($67.64B -> $97.54B). IAPD ↗

$97.54B RAUM · 78 reps · 312-853-1000 · fiducientadvisors.com

WINDWARD CAPITAL MANAGEMENT CO — reported RAUM up 40% ($1.33B -> $1.86B). IAPD ↗

$1.86B RAUM · 3 reps · 310-893-3000 · windwardcapital.com

COLBERT INVESTMENT MANAGEMENT CO — reported RAUM up 54% ($191.5M -> $295.8M). IAPD ↗

$295.8M RAUM · 2 reps · 305-416-9996

WILLIAMS CAPITAL MANAGEMENT COMPANY — reported RAUM up 66% ($136.1M -> $225.6M). IAPD ↗

$225.6M RAUM · 1 reps · 847-256-5565

PKS INVESTMENT ADVISORS LLC — reported RAUM up 51% ($242.4M -> $367.2M). IAPD ↗

$367.2M RAUM · 8 reps · 410-546-5600 · pksadvisors.com

PEAK INVESTMENT ADVISORS, INC. — reported RAUM up 68% ($139.6M -> $234.6M). IAPD ↗

$234.6M RAUM · 1 reps · 719-260-6475 · peakinvestmentadvisors.com

COLRAIN CAPITAL LLC — reported RAUM up 67% ($132.8M -> $222.2M). IAPD ↗

$222.2M RAUM · 3 reps · 617-897-5800 · colraincapital.com

ANTOLINO WEALTH ADVISORS — reported RAUM up 40% ($1.01B -> $1.42B). IAPD ↗

$1.42B RAUM · 10 reps · 614-442-3355

ROBLE, BELKO AND COMPANY, INC. — reported RAUM up 44% ($1.08B -> $1.55B). IAPD ↗

$1.55B RAUM · 7 reps · (724) 935-4990

BUSEY CAPITAL MANAGEMENT, INC. — reported RAUM up 52% ($324.7M -> $493.8M). IAPD ↗

$493.8M RAUM · 19 reps · 217-365-4800

FOREST HILL CAPITAL, LLC — reported RAUM up 70% ($146.7M -> $248.8M). IAPD ↗

$248.8M RAUM · 4 reps · 501-663-4491 · foresthillcap.com

MCF ADVISORS, LLC — reported RAUM up 41% ($3.33B -> $4.68B). IAPD ↗

$4.68B RAUM · 30 reps · 859-967-0999

PINNACLE PENSION CONSULTANTS LLC — reported RAUM up 43% ($1.52B -> $2.17B). IAPD ↗

$2.17B RAUM · 3 reps · 857-302-4105 · pinnaclepensionconsultants.com

UNITED CAPITAL FINANCIAL ADVISORS — reported RAUM up 43% ($17.21B -> $24.65B). IAPD ↗

$24.65B RAUM · 162 reps · 972-822-2055

COMPOSITION WEALTH, LLC — reported RAUM up 41% ($6.71B -> $9.47B). IAPD ↗

$9.47B RAUM · 63 reps · (310) 246-1243 · composition.com

FORT POINT CAPITAL PARTNERS LLC — reported RAUM up 45% ($2.00B -> $2.89B). IAPD ↗

$2.89B RAUM · 17 reps · (415) 449-0570 · fortpointcap.com

MERCER GLOBAL ADVISORS INC. — reported RAUM up 40% ($60.26B -> $84.40B). IAPD ↗

$84.40B RAUM · 632 reps · (888) 885-8101

AMERICAN COMMUNITY WEALTH MANAGEMENT, LLC — reported RAUM up 69% ($115.9M -> $195.4M). IAPD ↗

$195.4M RAUM · 4 reps · 815-479-9024

SOLTIS INVESTMENT ADVISORS, LLC — reported RAUM up 44% ($8.35B -> $12.04B). IAPD ↗

$12.04B RAUM · 63 reps · 435-674-1600 · soltisadvisors.com

ALETHEA CAPITAL MANAGEMENT, LLC — reported RAUM up 54% ($196.1M -> $302.6M). IAPD ↗

$302.6M RAUM · 1 reps · (858) 926-2058

VALIANT CAPITAL MANAGEMENT, L.P. — reported RAUM up 40% ($2.73B -> $3.83B). IAPD ↗

$3.83B RAUM · 14 reps · 415-659-7201 · valiantcapital.com

PERINI CAPITAL — reported RAUM up 52% ($217.4M -> $329.8M). IAPD ↗

$329.8M RAUM · 2 reps · 575-725-1978

AXXCESS WEALTH MANAGEMENT, LLC — reported RAUM up 40% ($6.33B -> $8.88B). IAPD ↗

$8.88B RAUM · 44 reps · (858) 217-5347 · axxcesswealth.com

VERNAL POINT ADVISORS, LLC — reported RAUM up 44% ($2.74B -> $3.94B). IAPD ↗

$3.94B RAUM · 8 reps · 415-237-3530 · vernalpoint.com

APTUS CAPITAL ADVISORS, LLC — reported RAUM up 43% ($9.86B -> $14.14B). IAPD ↗

$14.14B RAUM · 26 reps · 251-517-7198 · aptuscapitaladvisors.com

MISSIONPOINT PARTNERS LLC — reported RAUM up 55% ($250.0M -> $386.9M). IAPD ↗

$386.9M RAUM · 2 reps · 203-286-0400 · mppgrp.com

FOUNDATIONS INVESTMENT ADVISORS LLC — reported RAUM up 41% ($7.18B -> $10.10B). IAPD ↗

$10.10B RAUM · 289 reps · 480-626-2979 · fiwealth.com

INTRUA FINANCIAL — reported RAUM up 44% ($1.21B -> $1.75B). IAPD ↗

$1.75B RAUM · 38 reps · 713-355-9910

INSIGNEO ADVISORY SERVICES, LLC — reported RAUM up 43% ($3.61B -> $5.16B). IAPD ↗

$5.16B RAUM · 178 reps · 305.373.9000 · insigneo.com

ONEASCENT INVESTMENT SOLUTIONS, LLC — reported RAUM up 54% ($639.8M -> $987.2M). IAPD ↗

$987.2M RAUM · 9 reps · 2053139142

ABOUND WEALTH MANAGEMENT, LLC — reported RAUM up 40% ($1.39B -> $1.95B). IAPD ↗

$1.95B RAUM · 26 reps · 615-226-3667

SHADE TREE ADVISORS LLC — reported RAUM up 42% ($1.03B -> $1.45B). IAPD ↗

$1.45B RAUM · 21 reps · 518-290-9460 · shadetreeadvisors.com

ROCKEFELLER CAPITAL MANAGEMENT — reported RAUM up 42% ($70.03B -> $99.60B). IAPD ↗

$99.60B RAUM · 815 reps · 212-549-5100

INTELLIGENT WEALTH SOLUTIONS LLC — reported RAUM up 52% ($632.4M -> $961.0M). IAPD ↗

$961.0M RAUM · 6 reps · 877-699-3258

POINT OLEMA CAPITAL PARTNERS, L.P. — reported RAUM up 42% ($2.04B -> $2.91B). IAPD ↗

$2.91B RAUM · 4 reps · 415-851-0411 · pointolema.com

BRIGHTREE WEALTH MANAGEMENT, LLC — reported RAUM up 66% ($108.0M -> $179.0M). IAPD ↗

$179.0M RAUM · 2 reps · 808-521-4401 · brightfg.com

KATHMERE CAPITAL MANAGEMENT, LLC — reported RAUM up 41% ($2.47B -> $3.48B). IAPD ↗

$3.48B RAUM · 15 reps · 610-989-3900

ATHOS PRIVATE WEALTH LLC — reported RAUM up 52% ($176.7M -> $268.5M). IAPD ↗

$268.5M RAUM · 4 reps · 435-252-1099

CHAPEL BRIDGE WEALTH ADVISORS — reported RAUM up 50% ($182.1M -> $273.6M). IAPD ↗

$273.6M RAUM · 3 reps · 614-552-8200 · chapelbridge.com

MILLER AVENUE ADVISORS LLC — reported RAUM up 51% ($186.5M -> $281.2M). IAPD ↗

$281.2M RAUM · 3 reps · 415-888-8472 · milleraveadvisors.com

THE LEWIS FINANCIAL GROUP — reported RAUM up 54% ($313.9M -> $482.4M). IAPD ↗

$482.4M RAUM · 3 reps · 703-288-1272 · thelewisfinancialgroup.com

GDS WEALTH MANAGEMENT — reported RAUM up 41% ($1.28B -> $1.81B). IAPD ↗

$1.81B RAUM · 22 reps · 469-212-8072 · gdswealth.com

ALLOCATE MANAGEMENT COMPANY, LLC — reported RAUM up 40% ($2.14B -> $3.00B). IAPD ↗

$3.00B RAUM · 4 reps · 650-331-4151

ASCEND INTERPLAY, LLC — reported RAUM up 54% ($253.5M -> $390.2M). IAPD ↗

$390.2M RAUM · 6 reps · 914-746-0436

CIBEST CAPITAL ADVISORY SERVICES LLC — reported RAUM up 54% ($243.4M -> $374.8M). IAPD ↗

$374.8M RAUM · 4 reps · 786-551-9122 · cibestcapital.com

GAMBIT CAPITAL MANAGEMENT, LLC — reported RAUM up 65% ($101.3M -> $167.5M). IAPD ↗

$167.5M RAUM · 6 reps · (651) 427-9001

MCKINLEY ALASKA PRIVATE INVESTMENTS, LLC — reported RAUM up 67% ($123.6M -> $206.2M). IAPD ↗

$206.2M RAUM · 6 reps · 907-563-4488 · mckinley-alaska.com

RITTER DANIHER FINANCIAL ADVISORY LLC — reported RAUM up 55% ($605.9M -> $936.5M). IAPD ↗

$936.5M RAUM · 10 reps · 513-233-0715 · ritterdaniher.com

FORTHRIGHT CAPITAL — reported RAUM up 66% ($65.0M -> $107.7M). IAPD ↗

$107.7M RAUM · 21 reps · 725-712-3016 · forthrightcps.com

DIVERSIFY ADVISORY SERVICES, LLC — reported RAUM up 45% ($3.21B -> $4.65B). IAPD ↗

$4.65B RAUM · 110 reps · 801-890.7577 · animascapital.com

GENESIS FINANCIAL GROUP, LLC — reported RAUM up 68% ($102.0M -> $171.3M). IAPD ↗

$171.3M RAUM · 1 reps · 551-284-4023 · genesisfinancialgroupllc.com

DELARME WEALTH MANAGEMENT, INC. — reported RAUM up 51% ($169.5M -> $256.5M). IAPD ↗

$256.5M RAUM · 3 reps · (424) 250-1725

MINDORO CAPITAL PARTNERS LLC — reported RAUM up 69% ($134.3M -> $226.4M). IAPD ↗

$226.4M RAUM · 3 reps · (617) 214-2313 · mindoro.com

210 FINANCIAL — reported RAUM up 67% ($145.1M -> $242.8M). IAPD ↗

$242.8M RAUM · 5 reps · 309-263-1333

SOVRAN ADVISORS, LLC — reported RAUM up 43% ($1.31B -> $1.87B). IAPD ↗

$1.87B RAUM · 60 reps · 619-281-9890

KAI WEALTH LLC — reported RAUM up 54% ($174.6M -> $269.2M). IAPD ↗

$269.2M RAUM · 1 reps · 312-605-8020

PCM ENCORE, LLC — reported RAUM up 41% ($1.24B -> $1.74B). IAPD ↗

$1.74B RAUM · 6 reps · 425-214-1755

W&S BROKERAGE SERVICES, INC. — reported RAUM up 46% ($175.8M -> $257.2M). IAPD ↗

$257.2M RAUM · 86 reps · 800-257-2135

PRIMERICA ADVISORS — reported RAUM up 39% ($11.16B -> $15.54B). IAPD ↗

$15.54B RAUM · 3959 reps · 833-786-0550

JPMORGAN ALTERNATIVE ASSET MANAGEMENT — reported RAUM up 36% ($21.80B -> $29.73B). IAPD ↗

$29.73B RAUM · 26 reps · 800-343-1113 · am.jpmorgan.com

HANCOCK WHITNEY INVESTMENT SERVICES INC. — reported RAUM up 45% ($210.6M -> $306.1M). IAPD ↗

$306.1M RAUM · 49 reps · 504-586-7290

JANUS HENDERSON INVESTORS — reported RAUM up 39% ($274.67B -> $380.43B). IAPD ↗

$380.43B RAUM · 152 reps · (303) 333 3863 · bsky.app

EVERGREEN CAPITAL MANAGEMENT LLC — reported RAUM up 38% ($5.22B -> $7.19B). IAPD ↗

$7.19B RAUM · 26 reps · 425-467-4600

CREATIVE PLANNING — reported RAUM up 36% ($217.40B -> $295.57B). IAPD ↗

$295.57B RAUM · 1538 reps · (866) 909-5148

POTOMAC — reported RAUM up 36% ($2.41B -> $3.28B). IAPD ↗

$3.28B RAUM · 27 reps · (301) 901-3466

CLEARSTEAD; CLEARSTEAD ADVISORY SOLUTIONS — reported RAUM up 39% ($24.29B -> $33.88B). IAPD ↗

$33.88B RAUM · 104 reps · 216-621-1090 · clearsteadinvestmentforum.buzzsprout.com

BNY MELLON ADVISORS, INC. — reported RAUM up 40% ($23.96B -> $33.48B). IAPD ↗

$33.48B RAUM · 44 reps · 212-495-1784

MEEDER ADVISORY SERVICES, INC. — reported RAUM up 37% ($2.09B -> $2.86B). IAPD ↗

$2.86B RAUM · 54 reps · 866-633-3371 · meederinvestment.com

PEKIN HARDY STRAUSS, INC. — reported RAUM up 36% ($1.14B -> $1.55B). IAPD ↗

$1.55B RAUM · 9 reps · 312-554-7525

ASCENSION CAPITAL ADVISORS, INC. — reported RAUM up 48% ($634.3M -> $938.5M). IAPD ↗

$938.5M RAUM · 7 reps · 713-952-6900 · ascensioncapital.com

BROOKFIELD PUBLIC SECURITIES GROUP LLC — reported RAUM up 38% ($48.29B -> $66.46B). IAPD ↗

$66.46B RAUM · 41 reps · 212-417-7000 · publicsecurities.brookfield.com

APERIO GROUP, LLC — reported RAUM up 37% ($111.41B -> $152.13B). IAPD ↗

$152.13B RAUM · 88 reps · 415-339-4300 · blackrock.com

MISSION WEALTH MANAGEMENT, LP — reported RAUM up 39% ($10.02B -> $13.91B). IAPD ↗

$13.91B RAUM · 117 reps · 805-882-2360

SEQUOIA FINANCIAL GROUP, L.L.C. — reported RAUM up 40% ($23.03B -> $32.24B). IAPD ↗

$32.24B RAUM · 195 reps · 330-375-9480

MACRO ADVISORS, INC. — reported RAUM up 46% ($253.3M -> $370.9M). IAPD ↗

$370.9M RAUM · 8 reps · 717-764-4566 · macroadv.com

BEACON POINTE ADVISORS, LLC — reported RAUM up 38% ($39.84B -> $54.87B). IAPD ↗

$54.87B RAUM · 440 reps · 949-718-1600

PATTON WEALTH ADVISORS — reported RAUM up 46% ($671.1M -> $977.2M). IAPD ↗

$977.2M RAUM · 1 reps · 214-234-9900

INTERNATIONAL ASSET MANAGEMENT — reported RAUM up 63% ($106.0M -> $173.1M). IAPD ↗

$173.1M RAUM · 5 reps · 415-358-0138 · iamadvisors.com

J. SAFRA ASSET MANAGEMENT CORPORATION — reported RAUM up 36% ($4.60B -> $6.26B). IAPD ↗

$6.26B RAUM · 13 reps · 212-704-5553

CLIFFWATER LLC — reported RAUM up 38% ($35.09B -> $48.51B). IAPD ↗

$48.51B RAUM · 105 reps · 310-448-5000 · bdcs.com

CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC. — reported RAUM up 35% ($102.41B -> $138.69B). IAPD ↗

$138.69B RAUM · 3496 reps · 641-472-5100 · cambridgestronger.com

LARSON FINANCIAL GROUP, LLC — reported RAUM up 36% ($4.03B -> $5.48B). IAPD ↗

$5.48B RAUM · 68 reps · 866.569.2450

CYPRESS POINT WEALTH MANAGEMENT, LLC — reported RAUM up 37% ($1.07B -> $1.47B). IAPD ↗

$1.47B RAUM · 4 reps · 214-736-8887 · cypresspointwealth.com

MCALVANY WEALTH MANAGEMENT, LLC — reported RAUM up 64% ($137.1M -> $224.2M). IAPD ↗

$224.2M RAUM · 5 reps · 866-211-8970 · mcalvany.com

ITAU USA ASSET MANAGEMENT — reported RAUM up 39% ($6.65B -> $9.27B). IAPD ↗

$9.27B RAUM · 14 reps · 212-845-0600

ALPHASTAR CAPITAL MANAGEMENT — reported RAUM up 36% ($1.84B -> $2.50B). IAPD ↗

$2.50B RAUM · 130 reps · 855-340-2514 · alphastarcm.com

CANTOR FITZGERALD INVESTMENT ADVISORS — reported RAUM up 36% ($2.38B -> $3.24B). IAPD ↗

$3.24B RAUM · 7 reps · (212) 915-1722 · cantor.com

SILVERLAKE WEALTH MANAGEMENT LLC — reported RAUM up 48% ($572.7M -> $849.1M). IAPD ↗

$849.1M RAUM · 11 reps · (802) 857-5083

HOOD RIVER CAPITAL MANAGEMENT LLC — reported RAUM up 38% ($6.86B -> $9.45B). IAPD ↗

$9.45B RAUM · 20 reps · 561-484-5699

INFRASTRUCTURE CAPITAL ADVISORS, LLC — reported RAUM up 38% ($2.64B -> $3.64B). IAPD ↗

$3.64B RAUM · 6 reps · 212-763-8335 · infracappffr.com

SOFI WEALTH LLC — reported RAUM up 39% ($1.48B -> $2.05B). IAPD ↗

$2.05B RAUM · 15 reps · 855-525-7634

FISCAL WISDOM WEALTH MANAGEMENT LLC — reported RAUM up 49% ($259.8M -> $386.0M). IAPD ↗

$386.0M RAUM · 10 reps · 678-202-4066 · fiscalwisdom.com

ALLUVIAL CAPITAL MANAGEMENT, LLC — reported RAUM up 64% ($105.2M -> $172.6M). IAPD ↗

$172.6M RAUM · 1 reps · 412-368-2321 · alluvialcapital.com

CRESTA ADVISORS — reported RAUM up 47% ($533.1M -> $786.0M). IAPD ↗

$786.0M RAUM · 9 reps · 956-267-8130

GOVERNMENT PORTFOLIO ADVISORS LLC — reported RAUM up 35% ($25.90B -> $35.09B). IAPD ↗

$35.09B RAUM · 6 reps · 503-248-9973 · gpafixedincome.com

WEALTHCARE ADVISORY PARTNERS LLC — reported RAUM up 38% ($6.02B -> $8.29B). IAPD ↗

$8.29B RAUM · 173 reps · 804.644.4711 · janetbarrcfs.com

INSPIRE INVESTING, LLC — reported RAUM up 39% ($2.86B -> $3.96B). IAPD ↗

$3.96B RAUM · 4 reps · (877) 658-9473

ABBINGTON INVESTMENT GROUP, LLC — reported RAUM up 64% ($122.9M -> $202.1M). IAPD ↗

$202.1M RAUM · 3 reps · 207-433-5820 · abbingtongroup.com

1900 WEALTH — reported RAUM up 35% ($2.27B -> $3.07B). IAPD ↗

$3.07B RAUM · 20 reps · 210-736-7770 · jeffersonbank.com

TRUE LINK FINANCIAL ADVISORS — reported RAUM up 40% ($1.35B -> $1.89B). IAPD ↗

$1.89B RAUM · 5 reps · 855-435-5140

WESTERN WEALTH MANAGEMENT LLC — reported RAUM up 36% ($3.94B -> $5.36B). IAPD ↗

$5.36B RAUM · 95 reps · 3033932404 · durableadvisor.com

WADDELL & ASSOCIATES, LLC — reported RAUM up 40% ($1.70B -> $2.38B). IAPD ↗

$2.38B RAUM · 9 reps · 901-767-9187 · vimeo.com

ONEASCENT FINANCIAL SERVICES LLC — reported RAUM up 36% ($2.61B -> $3.54B). IAPD ↗

$3.54B RAUM · 74 reps · 205-313-9142 · loneoakfinancial.com

AZTLAN EQUITY MANAGEMENT, LLC — reported RAUM up 46% ($582.9M -> $851.1M). IAPD ↗

$851.1M RAUM · 0 reps · 01-703-47-8020 · aztlanem.com

BALLINA CAPITAL, LLC — reported RAUM up 48% ($329.4M -> $486.3M). IAPD ↗

$486.3M RAUM · 2 reps · 424-835-2744

INNOVIA WEALTH, LLC — reported RAUM up 35% ($2.43B -> $3.29B). IAPD ↗

$3.29B RAUM · 17 reps · 616-719-5007

BRINDLE & BAY FINANCIAL ADVISORS, LLC — reported RAUM up 62% ($114.2M -> $184.8M). IAPD ↗

$184.8M RAUM · 3 reps · 214-988-9178 · brindleandbay.com

RETIREMITTEN FINANCIAL LLC — reported RAUM up 63% ($130.9M -> $213.8M). IAPD ↗

$213.8M RAUM · 4 reps · 248-935-0470 · retiremitten.com

STOKES FAMILY OFFICE LLC — reported RAUM up 35% ($2.48B -> $3.35B). IAPD ↗

$3.35B RAUM · 12 reps · (504) 399-4100 · stokesfamilyoffice.com

BURKHOLDER WEALTH MANAGEMENT — reported RAUM up 49% ($255.1M -> $379.9M). IAPD ↗

$379.9M RAUM · 6 reps · 918-727-7100

ONYX BRIDGE WEALTH GROUP LLC — reported RAUM up 37% ($1.00B -> $1.37B). IAPD ↗

$1.37B RAUM · 19 reps · (914) 909-6699 · onyxbridge.com

CORNERSTONE PLANNING GROUP — reported RAUM up 46% ($650.0M -> $951.8M). IAPD ↗

$951.8M RAUM · 16 reps · 973-487-3220 · cspgllc.com

DALTON INVESTMENTS, INC. — reported RAUM up 39% ($4.11B -> $5.72B). IAPD ↗

$5.72B RAUM · 17 reps · 4242319100 · daltoninvestments.com

STARK WEALTH MANAGEMENT LLC — reported RAUM up 48% ($176.9M -> $262.5M). IAPD ↗

$262.5M RAUM · 4 reps · 610-419-9894 · starkfinancialgroup.com

ALTURA WEALTH ADVISORS INC. — reported RAUM up 48% ($169.0M -> $250.1M). IAPD ↗

$250.1M RAUM · 4 reps · 408-642-1322 · alturawealthadvisors.com

WMK INVESTMENT PARTNERS — reported RAUM up 63% ($129.3M -> $211.0M). IAPD ↗

$211.0M RAUM · 4 reps · (818) 804-1508 · wmkinvestmentpartners.com

CARBON COLLECTIVE INVESTING, LLC — reported RAUM up 50% ($232.6M -> $348.4M). IAPD ↗

$348.4M RAUM · 4 reps · 925-268-8041 · carboncollectivefunds.com

THRIVE RETIREMENT SPECIALISTS — reported RAUM up 45% ($209.5M -> $303.9M). IAPD ↗

$303.9M RAUM · 2 reps · (833) 217-9613 · thriveretire.com

WEATHERVANE ASSET MANAGEMENT LLC — reported RAUM up 48% ($260.3M -> $384.1M). IAPD ↗

$384.1M RAUM · 2 reps · 516-305-9438

CABIN ADVISORS, LLC — reported RAUM up 65% ($133.6M -> $220.2M). IAPD ↗

$220.2M RAUM · 13 reps · 913-933-3351 · financialarchitects.com

HAMILTON CAPITAL PARTNERS, LLC — reported RAUM up 47% ($301.2M -> $444.0M). IAPD ↗

$444.0M RAUM · 3 reps · 678-802-4974

ELEVATION WEALTH MANAGEMENT — reported RAUM up 48% ($175.4M -> $259.2M). IAPD ↗

$259.2M RAUM · 2 reps · 952-905-3042

BELZBERG & CO. — reported RAUM up 37% ($1.70B -> $2.33B). IAPD ↗

$2.33B RAUM · 14 reps · 212-390-9768

PRIVATE WEALTH ASSET MANAGEMENT — reported RAUM up 36% ($1.85B -> $2.52B). IAPD ↗

$2.52B RAUM · 22 reps · 402-227-4208

ENTREWEALTH — reported RAUM up 47% ($222.6M -> $326.3M). IAPD ↗

$326.3M RAUM · 10 reps · 512-240-2244

SCRATCH CAPITAL — reported RAUM up 63% ($141.2M -> $230.1M). IAPD ↗

$230.1M RAUM · 4 reps · 208-901-8018

ALPHA ZERO LLC — reported RAUM up 47% ($183.2M -> $269.8M). IAPD ↗

$269.8M RAUM · 8 reps · (561) 576-2599 · alphazerowealth.com

FIDELIS CAPITAL — reported RAUM up 38% ($1.66B -> $2.28B). IAPD ↗

$2.28B RAUM · 12 reps · 813-934-6246 · fideliscapital.com

DECISIONMAP WEALTH MANAGEMENT, LLC — reported RAUM up 50% ($242.5M -> $363.4M). IAPD ↗

$363.4M RAUM · 4 reps · (703) 520-1160

7TWO — reported RAUM up 62% ($142.3M -> $230.4M). IAPD ↗

$230.4M RAUM · 5 reps · (720) 477-7274 · 7two.co

CARRERA CAPITAL ADVISORS — reported RAUM up 50% ($647.7M -> $968.7M). IAPD ↗

$968.7M RAUM · 12 reps · 248-362-5009 · carrera-capital-advisors.com

ARGENTARII, LLC — reported RAUM up 47% ($293.8M -> $431.9M). IAPD ↗

$431.9M RAUM · 5 reps · 5134881600

QUANTOR CAPITAL LLC — reported RAUM up 61% ($109.3M -> $176.4M). IAPD ↗

$176.4M RAUM · 3 reps · 281-565-0355 · quantorcapital.com

CEDRUS WEALTH GROUP — reported RAUM up 60% ($136.0M -> $217.8M). IAPD ↗

$217.8M RAUM · 4 reps · 763-400-3224 · cedruswealthgroup.com

LPL FINANCIAL LLC — reported RAUM up 32% ($618.92B -> $819.12B). IAPD ↗

$819.12B RAUM · 36280 reps · 704-733-3300 · lplgovernmentrelations.com

NORTHERN TRUST SECURITIES, INC — reported RAUM up 30% ($1.28B -> $1.66B). IAPD ↗

$1.66B RAUM · 41 reps · 312-630-6000 · northerntrust.com

LPL ENTERPRISE, LLC — reported RAUM up 32% ($18.86B -> $24.94B). IAPD ↗

$24.94B RAUM · 4492 reps · 704-733-3300 · lpl.com

MARQUETTE ASSOCIATES, INC. — reported RAUM up 32% ($35.57B -> $47.06B). IAPD ↗

$47.06B RAUM · 64 reps · 312-527-5500

PARK AVENUE SECURITIES LLC — reported RAUM up 31% ($15.00B -> $19.58B). IAPD ↗

$19.58B RAUM · 2054 reps · 1-888-600-4667 · vestwise.com

DONALD SMITH & CO., INC. — reported RAUM up 31% ($4.26B -> $5.60B). IAPD ↗

$5.60B RAUM · 6 reps · 212-284-0990 · donaldsmithandco.com

ON INVESTMENT MANAGEMENT CO — reported RAUM up 33% ($2.38B -> $3.15B). IAPD ↗

$3.15B RAUM · 196 reps · 855-262-0913 · joinonesco.com

DRIEHAUS CAPITAL MANAGEMENT LLC — reported RAUM up 32% ($19.76B -> $26.12B). IAPD ↗

$26.12B RAUM · 27 reps · 312-587-3800

MEEDER ASSET MANAGEMENT, INC. — reported RAUM up 34% ($2.48B -> $3.33B). IAPD ↗

$3.33B RAUM · 33 reps · 866-633-3371

OAK RIDGE INVESTMENTS, LLC — reported RAUM up 31% ($1.31B -> $1.70B). IAPD ↗

$1.70B RAUM · 11 reps · 312-857-1040

EVERHART ADVISORS — reported RAUM up 31% ($1.87B -> $2.46B). IAPD ↗

$2.46B RAUM · 28 reps · 614-717-9705

FOSTER GROUP, INC. — reported RAUM up 35% ($3.54B -> $4.78B). IAPD ↗

$4.78B RAUM · 45 reps · 515-226-9000

INTELLICENTS INVESTMENT SOLUTIONS INC — reported RAUM up 35% ($7.36B -> $9.92B). IAPD ↗

$9.92B RAUM · 48 reps · 507-377-2919

SEMPER AUGUSTUS INVESTMENTS GROUP LLC — reported RAUM up 42% ($693.0M -> $982.2M). IAPD ↗

$982.2M RAUM · 2 reps · 303-893-1214

MIO PARTNERS, INC. — reported RAUM up 33% ($44.93B -> $59.59B). IAPD ↗

$59.59B RAUM · 66 reps · 212-203-4000 · miopartners.com

BLACKROCK INVESTMENT MANAGEMENT, LLC — reported RAUM up 33% ($508.16B -> $676.69B). IAPD ↗

$676.69B RAUM · 444 reps · 609 282 2000 · blackrock.com

LASALLE ST. INVESTMENT ADVISORS, L.L.C. — reported RAUM up 32% ($4.35B -> $5.74B). IAPD ↗

$5.74B RAUM · 146 reps · 630-600-0500

TANAKA CAPITAL MANAGEMENT INC — reported RAUM up 56% ($44.4M -> $69.4M). IAPD ↗

$69.4M RAUM · 3 reps · 212-490-3380 · tanaka.com

ALLWORTH FINANCIAL, L.P. — reported RAUM up 34% ($25.10B -> $33.55B). IAPD ↗

$33.55B RAUM · 165 reps · 916-482-2196 · sheaffbrock.com

LIBERTY FINANCIAL GROUP, INC. — reported RAUM up 55% ($125.2M -> $194.3M). IAPD ↗

$194.3M RAUM · 1 reps · 262-785-1377

ORLEANS CAPITAL MANAGEMENT CORP — reported RAUM up 35% ($1.58B -> $2.13B). IAPD ↗

$2.13B RAUM · 6 reps · 504-592-4680 · orleanscapital.com

STEPHENSON AND COMPANY, INC. — reported RAUM up 43% ($311.8M -> $447.0M). IAPD ↗

$447.0M RAUM · 3 reps · 949-727-4255 · stephensonfinancial.com

HARDMAN JOHNSTON GLOBAL ADVISORS LLC — reported RAUM up 32% ($6.65B -> $8.77B). IAPD ↗

$8.77B RAUM · 14 reps · 203-324-4722 · hardmanjohnston.com

ADVISORNET WEALTH PARTNERS — reported RAUM up 35% ($2.34B -> $3.15B). IAPD ↗

$3.15B RAUM · 68 reps · 612-347-8600 · fsaadvisors.com

SEGAL MARCO ADVISORS — reported RAUM up 34% ($37.52B -> $50.15B). IAPD ↗

$50.15B RAUM · 103 reps · 212-251-5900 · segalmarco.com

FINANCIAL PLAN, INC. — reported RAUM up 30% ($1.23B -> $1.60B). IAPD ↗

$1.60B RAUM · 11 reps · 360-714-1234

VERATIS ADVISORS, INC. — reported RAUM up 34% ($4.48B -> $5.99B). IAPD ↗

$5.99B RAUM · 4 reps · 919-460-8875 · veratisadvisors.com

ORION CAPITAL MANAGEMENT LLC — reported RAUM up 45% ($256.7M -> $370.9M). IAPD ↗

$370.9M RAUM · 4 reps · (619) 319-0520 · sierra-ws.com

WILLIS JOHNSON & ASSOCIATES, INC. — reported RAUM up 30% ($1.42B -> $1.85B). IAPD ↗

$1.85B RAUM · 21 reps · 713-439-1200

PRIVATE CLIENT SERVICES, LLC — reported RAUM up 32% ($1.05B -> $1.38B). IAPD ↗

$1.38B RAUM · 50 reps · 502-451-0600

TANGLEWOOD LEGACY ADVISORS, LLC — reported RAUM up 44% ($562.1M -> $809.0M). IAPD ↗

$809.0M RAUM · 4 reps · 713-599-4999 · family-cfo.com

GWN SECURITIES INC. — reported RAUM up 30% ($3.65B -> $4.75B). IAPD ↗

$4.75B RAUM · 448 reps · 561-472-2700

NORRIS FINANCIAL GROUP, LLC — reported RAUM up 40% ($251.6M -> $353.0M). IAPD ↗

$353.0M RAUM · 3 reps · 864-235-6408 · norrisfinancialgroup.com

HURLEY CAPITAL, LLC — reported RAUM up 42% ($229.4M -> $326.1M). IAPD ↗

$326.1M RAUM · 2 reps · 212-605-0665 · hurleycapital.com

BAKERAVENUE — reported RAUM up 35% ($3.77B -> $5.09B). IAPD ↗

$5.09B RAUM · 29 reps · 415-986-1110 · bakerave.com

WATERLOO CAPITAL — reported RAUM up 34% ($1.69B -> $2.26B). IAPD ↗

$2.26B RAUM · 44 reps · 512-777-5900 · elementconsultants.com

LOCUST WOOD CAPITAL ADVISERS, LLC — reported RAUM up 32% ($3.34B -> $4.40B). IAPD ↗

$4.40B RAUM · 5 reps · 212-354-5404 · locustwood.com

TRIPPON WEALTH MANAGEMENT GROUP LLC — reported RAUM up 42% ($185.2M -> $262.3M). IAPD ↗

$262.3M RAUM · 4 reps · 713-661-1040 · financialadvisorhouston.com

LEVIN CAPITAL STRATEGIES, L.P. — reported RAUM up 33% ($1.25B -> $1.66B). IAPD ↗

$1.66B RAUM · 9 reps · 212-259-0800

ROCKWOOD WEALTH MANAGEMENT, LLC — reported RAUM up 31% ($2.19B -> $2.87B). IAPD ↗

$2.87B RAUM · 47 reps · 267-983-6400

ORTELIUS CAPITAL PARTNERS — reported RAUM up 59% ($90.5M -> $143.8M). IAPD ↗

$143.8M RAUM · 1 reps · 917-595-5010 · orteliusinvestments.com

TRAYNOR CAPITAL MANAGEMENT — reported RAUM up 31% ($1.85B -> $2.42B). IAPD ↗

$2.42B RAUM · 6 reps · 610-993-9050 · traynorcapital.com

CAMBRIA INVESTMENT MANAGEMENT, L.P. — reported RAUM up 34% ($2.68B -> $3.58B). IAPD ↗

$3.58B RAUM · 4 reps · 310-683-5500

FRONT STREET CAPITAL MANAGEMENT, INC. — reported RAUM up 40% ($614.0M -> $862.0M). IAPD ↗

$862.0M RAUM · 4 reps · 406.541.0130 · frontstreetcap.com

CALAMOS WEALTH MANAGEMENT LLC — reported RAUM up 34% ($4.09B -> $5.48B). IAPD ↗

$5.48B RAUM · 39 reps · 630.245.7200

JAFFE TILCHIN INVESTMENT PARTNERS, LLC — reported RAUM up 33% ($1.84B -> $2.45B). IAPD ↗

$2.45B RAUM · 36 reps · 813-963-2500 · jaffetilchin.com

BLACK DIAMOND FINANCIAL, LLC — reported RAUM up 31% ($1.04B -> $1.37B). IAPD ↗

$1.37B RAUM · 13 reps · 443-841-7772 · blackdfinancial.com

PORTFOLIO MEDICS, LLC — reported RAUM up 41% ($552.7M -> $780.5M). IAPD ↗

$780.5M RAUM · 75 reps · (239) 444-1766 · portfoliomedics.com

KINGSVIEW WEALTH MANAGEMENT, LLC — reported RAUM up 33% ($6.75B -> $8.96B). IAPD ↗

$8.96B RAUM · 95 reps · 312-870-6701 · kingsview.com

CERITY PARTNERS LLC — reported RAUM up 32% ($122.85B -> $161.68B). IAPD ↗

$161.68B RAUM · 1102 reps · 212-850-4260

BANKPLUS WEALTH ADVISORS — reported RAUM up 42% ($186.1M -> $263.8M). IAPD ↗

$263.8M RAUM · 14 reps · 601-607-4290 · bankplus.net

HALYARD ASSET MANAGEMENT LLC — reported RAUM up 32% ($1.54B -> $2.03B). IAPD ↗

$2.03B RAUM · 3 reps · 914-437-5600 · halyardmgmt.com

KESTRA PRIVATE WEALTH SERVICES, LLC — reported RAUM up 32% ($10.21B -> $13.45B). IAPD ↗

$13.45B RAUM · 211 reps · 844-553-7872

NEW HARBOR FINANCIAL GROUP, LLC — reported RAUM up 42% ($576.9M -> $820.9M). IAPD ↗

$820.9M RAUM · 6 reps · 978-537-7701 · newharborfinancial.com

CAPITAL INVESTMENT ADVISORS, LLC — reported RAUM up 30% ($6.30B -> $8.21B). IAPD ↗

$8.21B RAUM · 55 reps · 404-531-0018

TRAJAN WEALTH, L.L.C. — reported RAUM up 32% ($1.97B -> $2.60B). IAPD ↗

$2.60B RAUM · 46 reps · 480-990-3300

HARVEST INVESTMENT SERVICES, LLC — reported RAUM up 42% ($534.2M -> $758.4M). IAPD ↗

$758.4M RAUM · 28 reps · (630) 613-9230

THREE BELL CAPITAL LLC — reported RAUM up 32% ($3.81B -> $5.05B). IAPD ↗

$5.05B RAUM · 14 reps · 650-843-9836

NEW HOLLAND CAPITAL, LLC — reported RAUM up 33% ($17.49B -> $23.32B). IAPD ↗

$23.32B RAUM · 17 reps · 212-600-9200

OAK GROVE CAPITAL, LLC — reported RAUM up 41% ($616.2M -> $871.0M). IAPD ↗

$871.0M RAUM · 2 reps · 412-515-8899

ELMWOOD WEALTH MANAGEMENT — reported RAUM up 44% ($332.6M -> $477.9M). IAPD ↗

$477.9M RAUM · 4 reps · 510-858-2722 · plus.google.com

VEST FINANCIAL LLC — reported RAUM up 32% ($39.30B -> $51.81B). IAPD ↗

$51.81B RAUM · 12 reps · 855-979-6060

HEALTHEQUITY ADVISORS — reported RAUM up 32% ($1.51B -> $1.99B). IAPD ↗

$1.99B RAUM · 1 reps · 801-508-3248 · healthequityadvisors.com

CANTER WEALTH — reported RAUM up 40% ($275.8M -> $386.5M). IAPD ↗

$386.5M RAUM · 7 reps · 858-812-7550

STERLING RETIREMENT GROUP OF SACRAMENTO — reported RAUM up 43% ($177.0M -> $253.0M). IAPD ↗

$253.0M RAUM · 4 reps · 916-724-1702

SHUSTER ADVISORY GROUP, LLC — reported RAUM up 30% ($7.91B -> $10.32B). IAPD ↗

$10.32B RAUM · 10 reps · (626) 578-0816 · sfgrpc.com

ONE DEGREE ADVISORS, INC. — reported RAUM up 43% ($341.6M -> $489.0M). IAPD ↗

$489.0M RAUM · 6 reps · 619-282-3288 · mattcalcagno.com

TWELVE POINTS WEALTH MANAGEMENT — reported RAUM up 32% ($1.70B -> $2.24B). IAPD ↗

$2.24B RAUM · 13 reps · 978-318-9500

DESTINY WEALTH PARTNERS, LLC — reported RAUM up 33% ($1.13B -> $1.50B). IAPD ↗

$1.50B RAUM · 11 reps · 352.343.2700

PROFICIO CAPITAL PARTNERS LLC — reported RAUM up 32% ($3.98B -> $5.27B). IAPD ↗

$5.27B RAUM · 11 reps · 617-340-8425 · proficiocap.com

GORDIAN WEALTH ADVISORS, LLC — reported RAUM up 40% ($348.1M -> $488.7M). IAPD ↗

$488.7M RAUM · 5 reps · 833-467-3426 · gordianwa.com

AE WEALTH MANAGEMENT, LLC — reported RAUM up 33% ($37.53B -> $49.84B). IAPD ↗

$49.84B RAUM · 448 reps · 866-363-9595

CONTINUUM ADVISORY, LLC — reported RAUM up 35% ($1.42B -> $1.91B). IAPD ↗

$1.91B RAUM · 32 reps · 2084171933 · clarkstreetfinancial.com

KESTRA ADVISORY SERVICES, LLC — reported RAUM up 33% ($60.17B -> $79.80B). IAPD ↗

$79.80B RAUM · 1359 reps · 8445537872

SAGESPRING WEALTH PARTNERS — reported RAUM up 31% ($6.49B -> $8.49B). IAPD ↗

$8.49B RAUM · 100 reps · 615-861-6100

PERENNIAL FINANCIAL SERVICES — reported RAUM up 32% ($1.90B -> $2.50B). IAPD ↗

$2.50B RAUM · 39 reps · 310-445-2504

55IP — reported RAUM up 32% ($27.92B -> $36.74B). IAPD ↗

$36.74B RAUM · 85 reps · 617-960-9559 · 55-ip.com

ALLARIA ASSET MANAGEMENT, LLC — reported RAUM up 56% ($115.1M -> $179.6M). IAPD ↗

$179.6M RAUM · 4 reps · 786-686-5400 · allariasecurities.com

AVESTAR CAPITAL, LLC — reported RAUM up 35% ($1.53B -> $2.07B). IAPD ↗

$2.07B RAUM · 6 reps · 212-706-4140 · avestarcapital.com

KANANI ADVISORY GROUP INC. — reported RAUM up 43% ($201.5M -> $288.2M). IAPD ↗

$288.2M RAUM · 4 reps · (949) 502-7001

CROSS BORDER WEALTH, LLC — reported RAUM up 60% ($138.8M -> $221.9M). IAPD ↗

$221.9M RAUM · 6 reps · 646-688-5333

FLORIDA FINANCIAL ADVISORS, LLC — reported RAUM up 44% ($317.8M -> $456.1M). IAPD ↗

$456.1M RAUM · 667 reps · (813) 333-1683

TERAMO ADVISORS, LLC — reported RAUM up 41% ($244.4M -> $344.7M). IAPD ↗

$344.7M RAUM · 2 reps · 239-734-3625

INSCRIPTION CAPITAL, LLC — reported RAUM up 32% ($1.56B -> $2.05B). IAPD ↗

$2.05B RAUM · 14 reps · 713-673-8999

SOUDERS FINANCIAL ADVISORS, LLC — reported RAUM up 32% ($1.07B -> $1.41B). IAPD ↗

$1.41B RAUM · 14 reps · 513-598-2400

ARCH GLOBAL ADVISORS, LLC — reported RAUM up 60% ($144.8M -> $230.9M). IAPD ↗

$230.9M RAUM · 10 reps · (212) 991-8807 · archglobaladvisors.com

RESONANT CAPITAL ADVISORS, LLC — reported RAUM up 33% ($2.22B -> $2.96B). IAPD ↗

$2.96B RAUM · 14 reps · (608)-733-6220

B.A. SCHROCK WEALTH MANAGEMENT — reported RAUM up 40% ($200.8M -> $281.6M). IAPD ↗

$281.6M RAUM · 5 reps · 330-473-1060

GUARDIAN WEALTH ADVISORS, LLC — reported RAUM up 34% ($2.05B -> $2.74B). IAPD ↗

$2.74B RAUM · 30 reps · 919-249-1810 · valleypeakfinancial.com

MARINER INDEPENDENT — reported RAUM up 31% ($5.62B -> $7.34B). IAPD ↗

$7.34B RAUM · 106 reps · 913-904-5700

BT FAMILY OFFICE, LLC — reported RAUM up 32% ($3.03B -> $4.00B). IAPD ↗

$4.00B RAUM · 7 reps · 404-341-5800

CREEKMUR ASSET MANAGEMENT, LLC — reported RAUM up 42% ($561.8M -> $800.0M). IAPD ↗

$800.0M RAUM · 15 reps · 309-925-2043

FBD ASSET MGMT — reported RAUM up 58% ($48.5M -> $76.8M). IAPD ↗

$76.8M RAUM · 1 reps · 866-404-0089 · fbdasset.com

HUB INVESTMENT PARTNERS, LLC — reported RAUM up 32% ($8.98B -> $11.88B). IAPD ↗

$11.88B RAUM · 103 reps · 512-600-5390 · fullsuitewealth.com

INFLECTION FINANCIAL — reported RAUM up 44% ($342.0M -> $491.4M). IAPD ↗

$491.4M RAUM · 2 reps · 210-200-8878 · inflectionfinancial.com

FORTIS CAPITAL ADVISORS, LLC — reported RAUM up 33% ($1.21B -> $1.62B). IAPD ↗

$1.62B RAUM · 57 reps · (913) 222-8862 · fortiscapitaladvisors.com

CASSADY WEALTH & RETIREMENT PLANNING L.L.C. — reported RAUM up 56% ($155.8M -> $242.7M). IAPD ↗

$242.7M RAUM · 5 reps · 702-650-4480 · cassadywealth.com

DIAMOND CLIENT GROUP, LLC — reported RAUM up 58% ($117.3M -> $185.8M). IAPD ↗

$185.8M RAUM · 11 reps · 832-319-1555

TRUE BLUE FINANCIAL, LLC — reported RAUM up 40% ($193.7M -> $271.5M). IAPD ↗

$271.5M RAUM · 4 reps · (269) 982-2710

CYPRESS CAPITAL WEALTH MANAGEMENT LLC — reported RAUM up 41% ($234.6M -> $330.2M). IAPD ↗

$330.2M RAUM · 2 reps · (734) 228-0460

WHEELHOUSE ADVISORY GROUP, LLC — reported RAUM up 43% ($271.6M -> $388.1M). IAPD ↗

$388.1M RAUM · 8 reps · 636-400-7889 · wheelhouseretirement.com

LANDING POINT FINANCIAL GROUP — reported RAUM up 45% ($263.5M -> $381.3M). IAPD ↗

$381.3M RAUM · 7 reps · 440-365-9100

PRINCETON VALUE PARTNERS LLC — reported RAUM up 57% ($36.6M -> $57.4M). IAPD ↗

$57.4M RAUM · 1 reps · 6095716687 · princetonvp.com

ENVISION FINANCIAL LLC — reported RAUM up 40% ($252.0M -> $352.9M). IAPD ↗

$352.9M RAUM · 4 reps · 262-354-7155 · envisionfinancial-llc.com

NEU WEALTH GROUP — reported RAUM up 42% ($205.5M -> $291.8M). IAPD ↗

$291.8M RAUM · 1 reps · 516-695-2844 · neuwealthgroup.com

VALENCE8 — reported RAUM up 34% ($1.40B -> $1.88B). IAPD ↗

$1.88B RAUM · 6 reps · 508-281-9208

INVERSIONES SURA — reported RAUM up 55% ($103.0M -> $160.2M). IAPD ↗

$160.2M RAUM · 1 reps · 305 448-0014 · inversionessura.com

GALAPAGOS ADVISORY LLC — reported RAUM up 44% ($274.9M -> $395.7M). IAPD ↗

$395.7M RAUM · 6 reps · 3055155878 · galapagoscapital.us

VIABLE — reported RAUM up 59% ($135.1M -> $214.2M). IAPD ↗

$214.2M RAUM · 3 reps · 888-842-2295 · viableplans.com

IDB LIDO WEALTH, LLC — reported RAUM up 42% ($338.0M -> $478.4M). IAPD ↗

$478.4M RAUM · 9 reps · 646-839-9793 · idblidowealth.com

AVID WEALTH PARTNERS, LLC — reported RAUM up 45% ($206.1M -> $298.5M). IAPD ↗

$298.5M RAUM · 4 reps · (210) 864-3333 · avidwp.com

UNITED ADVISOR GROUP — reported RAUM up 31% ($1.09B -> $1.43B). IAPD ↗

$1.43B RAUM · 51 reps · 888-242-4912 · orcuttfinancial.com

CONTRARY LEGACY LLC — reported RAUM up 58% ($88.6M -> $139.7M). IAPD ↗

$139.7M RAUM · 2 reps · 862-354-0870

PELTOMA CAPITAL PARTNERS — reported RAUM up 55% ($108.8M -> $168.9M). IAPD ↗

$168.9M RAUM · 2 reps · 937-416-5966

NDURE GLOBAL LLC — reported RAUM up 43% ($305.6M -> $436.7M). IAPD ↗

$436.7M RAUM · 1 reps · 917-536-7703

AZURA PARTNERS US LLC — reported RAUM up 55% ($46.0M -> $71.3M). IAPD ↗

$71.3M RAUM · 6 reps · 347-249-2369 · azura.com

DEMETER TACTICAL INVESTMENTS CORP. — reported RAUM up 43% ($185.0M -> $265.3M). IAPD ↗

$265.3M RAUM · 3 reps · 2125184444 · demetertacticalinvestments.com

DIVERSIFIED, LLC — reported RAUM up 34% ($2.08B -> $2.79B). IAPD ↗

$2.79B RAUM · 34 reps · 302-765-3500

LEGACY CAPITAL — reported RAUM up 41% ($193.9M -> $273.4M). IAPD ↗

$273.4M RAUM · 3 reps · (281) 595-1990 · lead-a-legacy.com

CEDARWOOD WEALTH — reported RAUM up 58% ($135.5M -> $213.4M). IAPD ↗

$213.4M RAUM · 3 reps · 303-351-6245 · cedarwoodwealth.com

QUESTMONT VIRTUAL FAMILY OFFICE, LLC — reported RAUM up 40% ($310.5M -> $435.6M). IAPD ↗

$435.6M RAUM · 4 reps · 813-212-1701 · questmont.com

CIO CAPITAL GROUP LLC — reported RAUM up 56% ($25.7M -> $40.1M). IAPD ↗

$40.1M RAUM · 2 reps · 212-516-4000

MML INVESTORS SERVICES, LLC — reported RAUM up 28% ($90.02B -> $115.64B). IAPD ↗

$115.64B RAUM · 4961 reps · (413) 226-0000

WELLS FARGO ADVISORS — reported RAUM up 28% ($197.36B -> $252.25B). IAPD ↗

$252.25B RAUM · 2366 reps · 314-875-3000 · firstclearing.com

HARBOUR INVESTMENTS, INC. — reported RAUM up 27% ($7.57B -> $9.60B). IAPD ↗

$9.60B RAUM · 213 reps · 608-662-6100

FIRST CITIZENS INVESTOR SERVICES, INC. — reported RAUM up 25% ($2.10B -> $2.63B). IAPD ↗

$2.63B RAUM · 164 reps · 800-229-0205 · firstcitizens.com

HANTZ FINANCIAL SERVICES, INC. — reported RAUM up 28% ($7.82B -> $10.00B). IAPD ↗

$10.00B RAUM · 333 reps · 248-304-2855 · hantzgroup.com

STRATEGIC ADVISERS LLC — reported RAUM up 28% ($1067.66B -> $1370.13B). IAPD ↗

$1370.13B RAUM · 17112 reps · 617-563-7000

WCM INVESTMENT MANAGEMENT — reported RAUM up 30% ($74.69B -> $96.77B). IAPD ↗

$96.77B RAUM · 44 reps · 949-380-0200

PAUL COMSTOCK PARTNERS — reported RAUM up 25% ($2.24B -> $2.80B). IAPD ↗

$2.80B RAUM · 10 reps · 713-977-2694 · paulcomstockpartners.com

OBERWEIS ASSET MANAGEMENT INC — reported RAUM up 28% ($3.94B -> $5.06B). IAPD ↗

$5.06B RAUM · 17 reps · 630-577-2300 · oberweis.net

WELLINGTON CONSULTING SERVICES INC — reported RAUM up 29% ($1.31B -> $1.69B). IAPD ↗

$1.69B RAUM · 9 reps · 877-836-1993 · wellington401k.com

F L PUTNAM INVESTMENT MANAGEMENT CO. — reported RAUM up 26% ($7.70B -> $9.72B). IAPD ↗

$9.72B RAUM · 90 reps · 800-344-3435 · flputnam.com

REINHART PARTNERS, LLC — reported RAUM up 29% ($1.91B -> $2.47B). IAPD ↗

$2.47B RAUM · 6 reps · 262-241-2020 · reinhartpartners.com

PRIME BUCHHOLZ LLC — reported RAUM up 29% ($10.89B -> $14.07B). IAPD ↗

$14.07B RAUM · 69 reps · 603-433-1143 · primebuchholz.com

CITIZENS PRIVATE WEALTH — reported RAUM up 28% ($12.18B -> $15.54B). IAPD ↗

$15.54B RAUM · 204 reps · 914-846-0100 · citizensbank.com

FRED ALGER MANAGEMENT, LLC — reported RAUM up 27% ($20.64B -> $26.14B). IAPD ↗

$26.14B RAUM · 40 reps · 212-806-8800

NATIXIS ADVISORS, LLC — reported RAUM up 27% ($85.23B -> $108.65B). IAPD ↗

$108.65B RAUM · 48 reps · 617-449-2802

PZENA INVESTMENT MANAGEMENT LLC — reported RAUM up 28% ($63.69B -> $81.44B). IAPD ↗

$81.44B RAUM · 55 reps · 212-355-1600

PPM AMERICA INC — reported RAUM up 26% ($74.48B -> $93.79B). IAPD ↗

$93.79B RAUM · 117 reps · 312-634-2500

EAGLE GLOBAL ADVISORS LLC — reported RAUM up 26% ($2.46B -> $3.10B). IAPD ↗

$3.10B RAUM · 11 reps · 713-952-3550

EMERALD ADVISERS, LLC — reported RAUM up 26% ($2.62B -> $3.30B). IAPD ↗

$3.30B RAUM · 17 reps · 717-396-1116 · teamemerald.com

GOLDMAN SACHS ASSET MANAGEMENT, L.P. — reported RAUM up 28% ($2064.74B -> $2648.90B). IAPD ↗

$2648.90B RAUM · 1379 reps · 212-902-1000 · petershillpartners.com

KLCM ADVISORS, INC. — reported RAUM up 28% ($1.46B -> $1.88B). IAPD ↗

$1.88B RAUM · 5 reps · 414-765-1234

FAIRHOLME CAPITAL MANAGEMENT, L.L.C. — reported RAUM up 29% ($1.65B -> $2.14B). IAPD ↗

$2.14B RAUM · 2 reps · 3053583000 · clients.fairholme.net

BLACKROCK CAPITAL MANAGEMENT, INC. — reported RAUM up 28% ($134.71B -> $172.62B). IAPD ↗

$172.62B RAUM · 75 reps · 302 797 2000 · ishares.com

ADVISORY RESEARCH INC — reported RAUM up 37% ($721.5M -> $991.3M). IAPD ↗

$991.3M RAUM · 8 reps · 312-565-1414 · advisoryresearch.com

BRIGHTON JONES LLC — reported RAUM up 26% ($14.99B -> $18.88B). IAPD ↗

$18.88B RAUM · 156 reps · 206-258-5000

BEESE FULMER PRIVATE WEALTH MANAGEMENT — reported RAUM up 30% ($1.58B -> $2.06B). IAPD ↗

$2.06B RAUM · 7 reps · 330-454-6555 · beesefulmer.com

J.P. MORGAN PRIVATE INVESTMENTS INC. — reported RAUM up 25% ($375.63B -> $469.98B). IAPD ↗

$469.98B RAUM · 96 reps · 212-464-2070 · jpmorgan.com

EAGLE STRATEGIES LLC — reported RAUM up 26% ($25.40B -> $32.04B). IAPD ↗

$32.04B RAUM · 2463 reps · (888) 695-3245 · eaglestrategies.com

ACR ALPINE CAPITAL RESEARCH, LLC — reported RAUM up 27% ($8.51B -> $10.79B). IAPD ↗

$10.79B RAUM · 11 reps · 314-932-7600

WEALTHCARE CAPITAL MANAGEMENT LLC — reported RAUM up 30% ($3.03B -> $3.93B). IAPD ↗

$3.93B RAUM · 35 reps · 804-644-4711

EP WEALTH ADVISORS — reported RAUM up 27% ($35.57B -> $45.15B). IAPD ↗

$45.15B RAUM · 320 reps · 310-543-4559

SS&H FINANCIAL ADVISORS, INC. — reported RAUM up 39% ($347.3M -> $482.2M). IAPD ↗

$482.2M RAUM · 2 reps · 248-538-9755 · sshadvisors.com

ADVISORS CAPITAL MANAGEMENT, LLC — reported RAUM up 29% ($9.47B -> $12.20B). IAPD ↗

$12.20B RAUM · 57 reps · 201-447-3400 · bridgeviewwealth.com

CULLEN CAPITAL MANAGEMENT, LLC — reported RAUM up 27% ($9.09B -> $11.58B). IAPD ↗

$11.58B RAUM · 17 reps · 212-644-1800 · cullenfunds.com

PACIFIC ASSET MANAGEMENT, LLC — reported RAUM up 38% ($279.4M -> $384.8M). IAPD ↗

$384.8M RAUM · 5 reps · 253-649-4600 · pacificasset.com

MADRONA FINANCIAL & CPAS — reported RAUM up 37% ($505.7M -> $691.8M). IAPD ↗

$691.8M RAUM · 12 reps · 425-212-3777

WEALTH ENHANCEMENT ADVISORY SERVICES, LLC — reported RAUM up 29% ($94.63B -> $122.19B). IAPD ↗

$122.19B RAUM · 850 reps · 763-417-1700 · wealthenhancement.com

WHITNEY & COMPANY — reported RAUM up 30% ($1.15B -> $1.49B). IAPD ↗

$1.49B RAUM · 8 reps · 585-232-6200

SCOTT MARSH FINANCIAL, LLC — reported RAUM up 36% ($230.0M -> $313.0M). IAPD ↗

$313.0M RAUM · 2 reps · 801-272-4677

J.DEREK LEWIS & ASSOCIATES, INC. — reported RAUM up 28% ($1.78B -> $2.28B). IAPD ↗

$2.28B RAUM · 10 reps · 949-752-9096

INDEPENDENT FINANCIAL PARTNERS — reported RAUM up 30% ($12.54B -> $16.29B). IAPD ↗

$16.29B RAUM · 302 reps · 813-341-0960 · tampafinancialgroup.com

PRIVATE CAPITAL ADVISORS, INC. — reported RAUM up 27% ($1.01B -> $1.28B). IAPD ↗

$1.28B RAUM · 2 reps · 347-960-4520 · privatecapitaladv.com

ANDERSON FINANCIAL PARTNERS, INC. — reported RAUM up 29% ($1.18B -> $1.52B). IAPD ↗

$1.52B RAUM · 2 reps · 9042808995 · andersonfinancialpartners.com

STRATEGIC FAMILY WEALTH COUNSELORS, L.L.C. — reported RAUM up 27% ($1.31B -> $1.66B). IAPD ↗

$1.66B RAUM · 6 reps · 973-575-3444

PERIGON WEALTH MANAGEMENT, LLC — reported RAUM up 30% ($8.71B -> $11.29B). IAPD ↗

$11.29B RAUM · 92 reps · (877) 977-2555

SIMON QUICK ADVISORS, LLC — reported RAUM up 27% ($7.07B -> $9.01B). IAPD ↗

$9.01B RAUM · 77 reps · 973-525-1000

WEALTHCROSSING — reported RAUM up 28% ($1.20B -> $1.54B). IAPD ↗

$1.54B RAUM · 13 reps · 804-237-1700

FIAM LLC — reported RAUM up 28% ($270.66B -> $347.73B). IAPD ↗

$347.73B RAUM · 139 reps · 617-563-7000 · fidelity.com

MARINER — reported RAUM up 27% ($98.60B -> $125.41B). IAPD ↗

$125.41B RAUM · 933 reps · 913-904-5700 · partnerwithmariner.com

GREENWICH WEALTH MANAGEMENT, LLC — reported RAUM up 30% ($2.71B -> $3.52B). IAPD ↗

$3.52B RAUM · 11 reps · 203-618-0100 · greenwichwealth.com

BELPOINTE ASSET MANAGEMENT LLC — reported RAUM up 26% ($6.01B -> $7.58B). IAPD ↗

$7.58B RAUM · 151 reps · 2036293300 · belpointe.com

VERIS WEALTH PARTNERS, LLC — reported RAUM up 26% ($2.26B -> $2.86B). IAPD ↗

$2.86B RAUM · 12 reps · (415) 814-0580

LIFEPLAN GROUP — reported RAUM up 37% ($238.6M -> $326.0M). IAPD ↗

$326.0M RAUM · 5 reps · 919-858-6119 · lifeplangroup.com

AWM FINANCIAL SERVICES INC. — reported RAUM up 37% ($233.7M -> $320.6M). IAPD ↗

$320.6M RAUM · 7 reps · 281-444-7555

INDEPENDENT SOLUTIONS WEALTH MANAGEMENT, LLC — reported RAUM up 25% ($1.23B -> $1.54B). IAPD ↗

$1.54B RAUM · 26 reps · 716-568-8566 · iswealthmanagement.com

MCILRATH & ECK, LLC — reported RAUM up 29% ($1.06B -> $1.36B). IAPD ↗

$1.36B RAUM · 8 reps · (360) 657-8600

LJI WEALTH MANAGEMENT, LLC — reported RAUM up 28% ($1.07B -> $1.37B). IAPD ↗

$1.37B RAUM · 13 reps · 317-466-9702 · ljiwm.com

FREESTONE CAPITAL MANAGEMENT, LLC — reported RAUM up 27% ($11.49B -> $14.54B). IAPD ↗

$14.54B RAUM · 46 reps · 206-707-7300

CHICAGO PARTNERS INVESTMENT GROUP LLC — reported RAUM up 25% ($5.96B -> $7.47B). IAPD ↗

$7.47B RAUM · 38 reps · 312 284 6363

GEOWEALTH MANAGEMENT LLC — reported RAUM up 29% ($13.61B -> $17.57B). IAPD ↗

$17.57B RAUM · 20 reps · (312) 219-9160

AVIOR WEALTH MANAGEMENT, LLC — reported RAUM up 27% ($5.08B -> $6.46B). IAPD ↗

$6.46B RAUM · 125 reps · 402-218-4064

VIMA, LLC — reported RAUM up 53% ($150.2M -> $229.5M). IAPD ↗

$229.5M RAUM · 12 reps · 248-526-6700 · vimawealth.com

MERIDIAN WEALTH MANAGEMENT, LLC — reported RAUM up 28% ($3.89B -> $4.98B). IAPD ↗

$4.98B RAUM · 59 reps · 859-543-4516

CAHABA WEALTH MANAGEMENT, INC. — reported RAUM up 26% ($1.64B -> $2.06B). IAPD ↗

$2.06B RAUM · 17 reps · 404-549-7678

EMPIRICAL WEALTH MANAGEMENT — reported RAUM up 26% ($6.70B -> $8.43B). IAPD ↗

$8.43B RAUM · 57 reps · 206-923-3474

BALLENTINE PARTNERS — reported RAUM up 28% ($12.01B -> $15.32B). IAPD ↗

$15.32B RAUM · 87 reps · 781-314-1300

CONTINUUM WEALTH ADVISORS, LLC — reported RAUM up 36% ($254.3M -> $345.6M). IAPD ↗

$345.6M RAUM · 5 reps · 518-583-4050

INDEPENDENCE ASSET ADVISORS, LLC — reported RAUM up 27% ($1.73B -> $2.19B). IAPD ↗

$2.19B RAUM · 5 reps · 484-433-0848

STRATOS WEALTH PARTNERS, LTD — reported RAUM up 29% ($14.47B -> $18.65B). IAPD ↗

$18.65B RAUM · 352 reps · 440-519-2500 · rileyecholswealthmanagement.com

GERBER KAWASAKI WEALTH & INVESTMENT MANAGEMENT — reported RAUM up 29% ($3.19B -> $4.11B). IAPD ↗

$4.11B RAUM · 36 reps · 310-399-6397

INVESCO MANAGED ACCOUNTS, LLC — reported RAUM up 27% ($24.61B -> $31.28B). IAPD ↗

$31.28B RAUM · 29 reps · 1-866-769-2773 · snwam.com

CONWAY INVESTMENT SOLUTIONS — reported RAUM up 29% ($1.29B -> $1.67B). IAPD ↗

$1.67B RAUM · 11 reps · 314-721-9696 · conwayis.com

GREENWOOD INVESTORS LLC — reported RAUM up 54% ($116.5M -> $179.8M). IAPD ↗

$179.8M RAUM · 2 reps · 212-920-4207 · gwinvestors.com

THIRTYNORTH INVESTMENTS, LLC — reported RAUM up 36% ($343.5M -> $467.8M). IAPD ↗

$467.8M RAUM · 5 reps · 504-528-3685

BROWN FINANCIAL ADVISORY — reported RAUM up 36% ($344.0M -> $468.2M). IAPD ↗

$468.2M RAUM · 6 reps · 251-928-9498

INNOVATIVE ADVISORY PARTNERS, LLC — reported RAUM up 35% ($260.4M -> $352.1M). IAPD ↗

$352.1M RAUM · 6 reps · 423-870-2140

PORTOLAN CAPITAL MANAGEMENT, LLC — reported RAUM up 28% ($1.58B -> $2.02B). IAPD ↗

$2.02B RAUM · 4 reps · 617-753-6400 · portolan.com

CARSONALLARIA WEALTH MANAGEMENT, LTD. — reported RAUM up 40% ($567.5M -> $791.8M). IAPD ↗

$791.8M RAUM · 6 reps · 618-288-9505

ADVISORY ALPHA, LLC — reported RAUM up 26% ($3.47B -> $4.37B). IAPD ↗

$4.37B RAUM · 61 reps · 866-530-1400 · advisoryalpha.com

CORECAP ADVISORS — reported RAUM up 26% ($3.17B -> $3.99B). IAPD ↗

$3.99B RAUM · 110 reps · 888-296-3360 · romainfinancial.com

WESTMOUNT PARTNERS, LLC — reported RAUM up 25% ($5.20B -> $6.52B). IAPD ↗

$6.52B RAUM · 18 reps · 310-556-2502 · westmount.com

NRI WEALTH MANAGEMENT, LLC — reported RAUM up 39% ($223.6M -> $309.8M). IAPD ↗

$309.8M RAUM · 2 reps · 408-373-5570 · nriwealth.com

TRUNORTH CAPITAL MANAGEMENT, LLC — reported RAUM up 37% ($530.6M -> $724.5M). IAPD ↗

$724.5M RAUM · 4 reps · 8774690446

ACORNS — reported RAUM up 29% ($10.38B -> $13.39B). IAPD ↗

$13.39B RAUM · 14 reps · 855-739-2859

DISCIPLINA CAPITAL MANAGEMENT, LLC — reported RAUM up 29% ($2.38B -> $3.06B). IAPD ↗

$3.06B RAUM · 6 reps · 615-490-6003

MUTUAL ADVISORS, LLC — reported RAUM up 27% ($6.75B -> $8.55B). IAPD ↗

$8.55B RAUM · 158 reps · 307-439-6357 · purplecloverwm.com

BCI SECURITIES, INC. — reported RAUM up 36% ($295.2M -> $402.2M). IAPD ↗

$402.2M RAUM · 39 reps · 305-929-5500 · bcisecurities.com

PRIVATE ADVISORY — reported RAUM up 28% ($1.32B -> $1.69B). IAPD ↗

$1.69B RAUM · 12 reps · 425-498-2320 · privateadvisory.com

KEYSTONE FINANCIAL GROUP, LLC — reported RAUM up 26% ($1.86B -> $2.34B). IAPD ↗

$2.34B RAUM · 33 reps · 859-317-8316

CLEAR CREEK FINANCIAL MANAGEMENT, LLC — reported RAUM up 26% ($1.47B -> $1.86B). IAPD ↗

$1.86B RAUM · 48 reps · (360) 308-8239 · jackthomasfinancial.com

BOWIE CAPITAL MANAGEMENT, LLC — reported RAUM up 27% ($2.21B -> $2.81B). IAPD ↗

$2.81B RAUM · 4 reps · 214-712-4951 · bowiecapital.com

SUMMIT FINANCIAL WEALTH ADVISORS — reported RAUM up 27% ($1.42B -> $1.80B). IAPD ↗

$1.80B RAUM · 17 reps · 337-232-1141

VALOR ADVISORS LLC — reported RAUM up 28% ($3.12B -> $4.01B). IAPD ↗

$4.01B RAUM · 8 reps · 305-424-1432 · valorad.com

GRAND CENTRAL INVESTMENT GROUP, LLC — reported RAUM up 50% ($130.4M -> $196.2M). IAPD ↗

$196.2M RAUM · 2 reps · 813-251-4200 · grandcentralgroup.com

MONOGRAPH WEALTH ADVISORS, LLC — reported RAUM up 26% ($2.58B -> $3.25B). IAPD ↗

$3.25B RAUM · 10 reps · 310-496-7377 · monographwealth.com

CHEQUERS FINANCIAL MANAGEMENT LLC — reported RAUM up 25% ($1.05B -> $1.31B). IAPD ↗

$1.31B RAUM · 13 reps · 415-964-5001

STONE CREEK GROUP, LLC — reported RAUM up 38% ($181.3M -> $250.6M). IAPD ↗

$250.6M RAUM · 1 reps · 303-226-7370

WORLD INVESTMENT ADVISORS, LLC — reported RAUM up 27% ($56.28B -> $71.64B). IAPD ↗

$71.64B RAUM · 471 reps · 800-833-1862

SANCTUARY ADVISORS, LLC — reported RAUM up 26% ($27.70B -> $34.88B). IAPD ↗

$34.88B RAUM · 380 reps · 317-975-7729

WEALTHCOLLAB — reported RAUM up 38% ($229.5M -> $316.2M). IAPD ↗

$316.2M RAUM · 1 reps · 206-456-6171

PARABELLUM CAPITAL LLC — reported RAUM up 26% ($1.54B -> $1.94B). IAPD ↗

$1.94B RAUM · 10 reps · 212-726-2640

CREATIVEONE WEALTH, LLC — reported RAUM up 29% ($4.83B -> $6.25B). IAPD ↗

$6.25B RAUM · 203 reps · 913-402-7897 · creativeonewealth.com

BANKERS LIFE ADVISORY SERVICES, INC. — reported RAUM up 28% ($1.94B -> $2.49B). IAPD ↗

$2.49B RAUM · 433 reps · 844-553-9083 · bankerslife.com

PENNINGTON PARTNERS & CO., LLC — reported RAUM up 29% ($3.95B -> $5.09B). IAPD ↗

$5.09B RAUM · 10 reps · 202-370-6435 · pennington.addepar.com

FWG INVESTMENTS, LLC — reported RAUM up 40% ($250.1M -> $349.0M). IAPD ↗

$349.0M RAUM · 10 reps · 859-309-0349 · thefamilywealthgroup.com

OREI ADVISORS LP — reported RAUM up 27% ($1.71B -> $2.18B). IAPD ↗

$2.18B RAUM · 24 reps · 650-681-0185 · ohanare.com

FIRST PACIFIC FINANCIAL, INC. — reported RAUM up 27% ($1.51B -> $1.93B). IAPD ↗

$1.93B RAUM · 19 reps · (360) 254-2585

COLONIAL RIVER WEALTH MANAGEMENT LLC — reported RAUM up 37% ($339.8M -> $464.4M). IAPD ↗

$464.4M RAUM · 8 reps · (804) 335-1200 · colonialriver.com

DAVIMAN FINANCIAL, LLC — reported RAUM up 53% ($152.8M -> $233.9M). IAPD ↗

$233.9M RAUM · 3 reps · 317-207-0175

BIRCH RUN INVESTMENTS, LLC — reported RAUM up 37% ($333.8M -> $457.5M). IAPD ↗

$457.5M RAUM · 2 reps · (610) 321-3453 · birchruninvestments.com

TEMPUS WEALTH PLANNING, LLC — reported RAUM up 38% ($506.5M -> $699.4M). IAPD ↗

$699.4M RAUM · 9 reps · 949-393-2525 · tempuswp.com

SEPIO CAPITAL, LP — reported RAUM up 26% ($4.46B -> $5.64B). IAPD ↗

$5.64B RAUM · 18 reps · (415) 915-3708

GLOBAL WEALTH MANAGEMENT INVESTMENT ADVISORY, INC. — reported RAUM up 37% ($529.1M -> $722.8M). IAPD ↗

$722.8M RAUM · 10 reps · 954-533-7144 · askglobalwealth.com

EVERSOURCE WEALTH ADVISORS, LLC — reported RAUM up 29% ($3.95B -> $5.10B). IAPD ↗

$5.10B RAUM · 76 reps · 205-982-5515 · reinholdfinancial.com

SILVER GROVE ADVISORY SERVICES — reported RAUM up 39% ($326.6M -> $453.6M). IAPD ↗

$453.6M RAUM · 16 reps · (716) 800-4291 · silvergrovegroup.com

BLAKESLEE & BLAKESLEE FINANCIAL ADVISERS INC. — reported RAUM up 37% ($308.5M -> $423.0M). IAPD ↗

$423.0M RAUM · 7 reps · (805) 543-4366 · mybbfa.com

JORDAN PARK GROUP LLC — reported RAUM up 28% ($18.12B -> $23.26B). IAPD ↗

$23.26B RAUM · 99 reps · (415) 417-3000

AWM CAPITAL, LLC — reported RAUM up 29% ($1.15B -> $1.49B). IAPD ↗

$1.49B RAUM · 28 reps · (323) 940-1339

ASTORIA PORTFOLIO ADVISORS LLC — reported RAUM up 40% ($698.8M -> $977.6M). IAPD ↗

$977.6M RAUM · 9 reps · 212-381-6185

SIEBERT ADVISORNXT, LLC. — reported RAUM up 36% ($287.6M -> $391.5M). IAPD ↗

$391.5M RAUM · 32 reps · 800-872-0444 · siebertnxt.com

PRIME CAPITAL FINANCIAL — reported RAUM up 30% ($30.11B -> $39.14B). IAPD ↗

$39.14B RAUM · 266 reps · (800) 493-6226

PGIM CUSTOM HARVEST LLC — reported RAUM up 28% ($5.37B -> $6.90B). IAPD ↗

$6.90B RAUM · 9 reps · 800-210-0118 · pgim.com

CAPITA FINANCIAL NETWORK, LLC — reported RAUM up 26% ($1.85B -> $2.32B). IAPD ↗

$2.32B RAUM · 22 reps · 801-566-5058

THE DALA GROUP, LLC — reported RAUM up 37% ($193.7M -> $265.2M). IAPD ↗

$265.2M RAUM · 7 reps · 847-485-0248

FAIRCOURT PARTNERS, LLC — reported RAUM up 28% ($2.45B -> $3.12B). IAPD ↗

$3.12B RAUM · 4 reps · (312) 819-5010

KEEBECK WEALTH MANAGEMENT — reported RAUM up 25% ($1.62B -> $2.03B). IAPD ↗

$2.03B RAUM · 4 reps · 312-825-1200

SYSTEMATIC ALPHA INVESTMENTS, LLC — reported RAUM up 28% ($2.71B -> $3.49B). IAPD ↗

$3.49B RAUM · 1 reps · 609-751-7550

CAPITAL WEALTH ALLIANCE, LLC — reported RAUM up 36% ($220.5M -> $300.3M). IAPD ↗

$300.3M RAUM · 3 reps · 480-948-7590 · capitalwealthalliance.com

SAGE MOUNTAIN ADVISORS, LLC — reported RAUM up 27% ($3.36B -> $4.29B). IAPD ↗

$4.29B RAUM · 20 reps · (404) 795-8361

INSPIRE ADVISORS, LLC — reported RAUM up 29% ($1.03B -> $1.33B). IAPD ↗

$1.33B RAUM · 63 reps · 877-859-6383 · inspireadvisors.com

BONE FIDE WEALTH — reported RAUM up 54% ($82.1M -> $126.7M). IAPD ↗

$126.7M RAUM · 2 reps · 212-390-1161

LEGACY KNIGHT MFO, LLC — reported RAUM up 29% ($2.20B -> $2.85B). IAPD ↗

$2.85B RAUM · 15 reps · 945-536-5580 · legacyknight.com

BLUE ZONE WEALTH ADVISORS, LLC — reported RAUM up 36% ($564.8M -> $770.0M). IAPD ↗

$770.0M RAUM · 6 reps · (310) 310-2789 · bluezoneadvisory.com

OAKRIDGE MANAGEMENT GROUP LLC — reported RAUM up 27% ($1.08B -> $1.37B). IAPD ↗

$1.37B RAUM · 3 reps · 203-257-3289

NATIONAL INVESTMENT SERVICES OF AMERICA, LLC — reported RAUM up 26% ($12.91B -> $16.25B). IAPD ↗

$16.25B RAUM · 16 reps · 414.765.1980 · nisi.net

ALPHA CAPITAL FAMILY OFFICE, LLC — reported RAUM up 36% ($217.4M -> $295.9M). IAPD ↗

$295.9M RAUM · 7 reps · 303-900-0185 · acfamilyoffice.com

CARRICK LANE LLC — reported RAUM up 27% ($2.38B -> $3.03B). IAPD ↗

$3.03B RAUM · 6 reps · (212) 433-8450 · carricklane.com

KURE ADVISORY, LLC — reported RAUM up 36% ($190.7M -> $259.0M). IAPD ↗

$259.0M RAUM · 6 reps · (763)559-9213

GREENUP STREET WEALTH MANAGEMENT LLC — reported RAUM up 36% ($661.7M -> $900.4M). IAPD ↗

$900.4M RAUM · 18 reps · 734-656-8121

CONFLUENCE FINANCIAL PARTNERS — reported RAUM up 25% ($5.45B -> $6.84B). IAPD ↗

$6.84B RAUM · 38 reps · 724-271-8801

ADVUS FINANCIAL PARTNERS, LLC — reported RAUM up 29% ($3.07B -> $3.97B). IAPD ↗

$3.97B RAUM · 10 reps · 407-585-1160 · vimeo.com

HILL INVESTMENT GROUP — reported RAUM up 29% ($1.04B -> $1.35B). IAPD ↗

$1.35B RAUM · 8 reps · 314-448-4023

TARGET ROCK WEALTH MANAGEMENT, LLC — reported RAUM up 55% ($60.8M -> $94.0M). IAPD ↗

$94.0M RAUM · 4 reps · 914-580-4530

THE BALDWIN GROUP WEALTH ADVISORS, LLC — reported RAUM up 30% ($21.04B -> $27.28B). IAPD ↗

$27.28B RAUM · 50 reps · 813-934-2743 · baldwin.com

AHARA ADVISORS — reported RAUM up 51% ($122.4M -> $185.4M). IAPD ↗

$185.4M RAUM · 2 reps · 412-908-0844

KERA CAPITAL PARTNERS — reported RAUM up 28% ($1.07B -> $1.36B). IAPD ↗

$1.36B RAUM · 8 reps · 408-668-2201

INTEGRATED WEALTHCARE, LLC — reported RAUM up 51% ($144.9M -> $218.2M). IAPD ↗

$218.2M RAUM · 4 reps · 866-694-6292

FIFTH THIRD WEALTH ADVISORS LLC — reported RAUM up 28% ($6.08B -> $7.80B). IAPD ↗

$7.80B RAUM · 58 reps · (513) 268-8380

NEXT LEVEL PRIVATE LLC — reported RAUM up 30% ($1.05B -> $1.37B). IAPD ↗

$1.37B RAUM · 10 reps · (914) 431-5255

SMITH GROUP ASSET MANAGEMENT, LLC — reported RAUM up 29% ($1.71B -> $2.21B). IAPD ↗

$2.21B RAUM · 12 reps · 214-880-4600 · smithasset.com

HARBOUR WEALTH MANAGEMENT GROUP, INC. — reported RAUM up 39% ($191.3M -> $266.2M). IAPD ↗

$266.2M RAUM · 3 reps · 843-377-8448

STRATEGIC ADVISORY PARTNERS — reported RAUM up 54% ($124.3M -> $191.4M). IAPD ↗

$191.4M RAUM · 4 reps · 336-790-2560

INTERWISE — reported RAUM up 35% ($273.2M -> $369.7M). IAPD ↗

$369.7M RAUM · 5 reps · 801-484-6004

INVICTUS PRIVATE WEALTH, LLC — reported RAUM up 26% ($1.35B -> $1.71B). IAPD ↗

$1.71B RAUM · 2 reps · 720-734-2460 · invictusprivatewealth.com

WHITTIER ADVISORS, LLC — reported RAUM up 28% ($1.48B -> $1.89B). IAPD ↗

$1.89B RAUM · 6 reps · 949-341-4250 · whittieradvisors.com

GRANT TANI BARASH & ALTMAN, LLC — reported RAUM up 28% ($1.78B -> $2.28B). IAPD ↗

$2.28B RAUM · 7 reps · 310-288-6267

OXFORD WEALTH GROUP, LLC — reported RAUM up 39% ($235.9M -> $327.9M). IAPD ↗

$327.9M RAUM · 8 reps · 407-495-2004

NEIL JESANI WEALTH MANAGEMENT — reported RAUM up 54% ($125.9M -> $194.2M). IAPD ↗

$194.2M RAUM · 5 reps · (954) 800-0460

ASCENTIS INDEPENDENT ADVISORS, LLC — reported RAUM up 27% ($1.65B -> $2.09B). IAPD ↗

$2.09B RAUM · 39 reps · 866-273-1563 · marshallwealthadvisors.com

LIGHTSQUARE WEALTH MANAGEMENT, LLC — reported RAUM up 55% ($131.4M -> $203.5M). IAPD ↗

$203.5M RAUM · 2 reps · 248-641-3540

PORTSIDE WEALTH GROUP, LLC — reported RAUM up 27% ($1.13B -> $1.43B). IAPD ↗

$1.43B RAUM · 47 reps · 385-412-1222 · cache-financial.com

SPIREPOINT PRIVATE CLIENT, LLC — reported RAUM up 28% ($1.12B -> $1.44B). IAPD ↗

$1.44B RAUM · 8 reps · 772-316-1271 · spirepointpc.com

TRUST INVESTMENT ADVISORS WEALTH MANAGEMENT, LLC — reported RAUM up 53% ($22.5M -> $34.4M). IAPD ↗

$34.4M RAUM · 3 reps · 317-253-2000

IWEALTH — reported RAUM up 35% ($230.7M -> $311.6M). IAPD ↗

$311.6M RAUM · 5 reps · 507-835-9111

BLUEWATER WEALTH ADVISORS, LLC — reported RAUM up 50% ($97.1M -> $145.8M). IAPD ↗

$145.8M RAUM · 3 reps · 205-305-6352 · bluewaterwa.com

KILTER GROUP — reported RAUM up 37% ($202.1M -> $277.4M). IAPD ↗

$277.4M RAUM · 7 reps · 646-438-6557 · kiltergroup.com

TOPSAIL WEALTH MANAGEMENT LLC — reported RAUM up 27% ($1.03B -> $1.31B). IAPD ↗

$1.31B RAUM · 4 reps · 980-308-9901 · topsailwealthmanagement.com

FISHER\SMB — reported RAUM up 25% ($5.46B -> $6.85B). IAPD ↗

$6.85B RAUM · 4 reps · 888-674-4504

TOTAL WEALTH SERVICES, LLC — reported RAUM up 53% ($121.2M -> $186.1M). IAPD ↗

$186.1M RAUM · 6 reps · 818-309-3071 · totalwealthservices.com

ROUTE 20 PRIVATE WEALTH INC. — reported RAUM up 53% ($54.6M -> $83.5M). IAPD ↗

$83.5M RAUM · 4 reps · 954-712-7490 · route20wealth.com

AVENTURA PRIVATE WEALTH, LLC — reported RAUM up 40% ($268.4M -> $374.8M). IAPD ↗

$374.8M RAUM · 3 reps · 305-845-1937 · aventuraprivatewealth.com

GREENSTONE BELT WEALTH ADVISORS, LLC — reported RAUM up 37% ($190.1M -> $260.1M). IAPD ↗

$260.1M RAUM · 5 reps · 312-952-6550

TRUEPOINT, INC. — began participating in a wrap-fee program. IAPD ↗

$6.39B RAUM · 37 reps · 513-792-6648 · truepointwealth.com

CITIZENS PRIVATE WEALTH — began participating in a wrap-fee program. IAPD ↗

$15.54B RAUM · 204 reps · 914-846-0100 · citizensbank.com

ENVESTNET PORTFOLIO SOLUTIONS, INC. — began participating in a wrap-fee program. IAPD ↗

$17.35B RAUM · 178 reps · 312-827-2800

MAIRS & POWER — began participating in a wrap-fee program. IAPD ↗

$12.14B RAUM · 25 reps · 651-222-8478 · mairsandpower.com

ADVOCACY WEALTH MANAGEMENT, LLC — began participating in a wrap-fee program. IAPD ↗

$3.24B RAUM · 26 reps · 404.836.7141 · advocacywealth.com

KEATING FINANCIAL ADVISORY SERVICES — began participating in a wrap-fee program. IAPD ↗

$1.45B RAUM · 25 reps · 785-537-0366 · theweddleteam.com

GEOWEALTH MANAGEMENT LLC — began participating in a wrap-fee program. IAPD ↗

$17.57B RAUM · 20 reps · (312) 219-9160

VANGUARD PERSONALIZED INDEXING MANAGEMENT — began participating in a wrap-fee program. IAPD ↗

$11.35B RAUM · 5 reps · 844-317-5190

CW ADVISORS, LLC — began participating in a wrap-fee program. IAPD ↗

$15.22B RAUM · 89 reps · (617) 428-7600 · cwadvisorsgroup.com

MODERN WEALTH MANAGEMENT, LLC — began participating in a wrap-fee program. IAPD ↗

$10.90B RAUM · 102 reps · 913-393-1000 · ogrizovichfinancial.site

WHITE LIGHTHOUSE INVESTMENT MANAGEMENT, INC. — reported RAUM up 33% ($689.3M -> $918.6M). IAPD ↗

$918.6M RAUM · 9 reps · 508-471-4431 · white-lighthouse.com

FINANCIAL GUIDANCE GROUP, INC. — reported RAUM up 35% ($214.3M -> $288.4M). IAPD ↗

$288.4M RAUM · 3 reps · 727-787-7526

FAMILY CAPITAL MANAGEMENT — reported RAUM up 32% ($328.8M -> $435.1M). IAPD ↗

$435.1M RAUM · 4 reps · 616-774-4560

QUAD CITY INVESTMENT CENTER — reported RAUM up 32% ($308.6M -> $408.0M). IAPD ↗

$408.0M RAUM · 6 reps · 563-388-5436 · qcbt.bank

DISCIPLINED INVESTORS, L.L.C. — reported RAUM up 34% ($702.5M -> $941.6M). IAPD ↗

$941.6M RAUM · 8 reps · 254-265-7410 · dinvestors.com

MCELHENNY SHEFFIELD CAPITAL MANAGEMENT, LLC — reported RAUM up 30% ($508.7M -> $663.2M). IAPD ↗

$663.2M RAUM · 7 reps · 214-922-9200 · mscmfunds.com

RMG ADVISORS — reported RAUM up 46% ($137.2M -> $200.5M). IAPD ↗

$200.5M RAUM · 3 reps · 301-838-4111

OMNI 360 WEALTH, INC. — reported RAUM up 31% ($324.5M -> $425.7M). IAPD ↗

$425.7M RAUM · 5 reps · 609-452-0889 · omni360advisors.com

HENNION & WALSH ASSET MANAGEMENT, INC. — reported RAUM up 30% ($590.1M -> $768.8M). IAPD ↗

$768.8M RAUM · 11 reps · 973-299-8989 · hennionandwalsh.com

CONFIDENCE WEALTH MANAGEMENT, INC. — reported RAUM up 32% ($344.2M -> $454.1M). IAPD ↗

$454.1M RAUM · 8 reps · 310-824-1000

NVEST FINANCIAL, LLC — reported RAUM up 32% ($523.4M -> $688.3M). IAPD ↗

$688.3M RAUM · 5 reps · 207-985-8585

MERIDIAN INVESTMENT COUNSEL, INC. — reported RAUM up 34% ($539.4M -> $723.4M). IAPD ↗

$723.4M RAUM · 4 reps · 510-493-7650

OUTLOOK CAPITAL MANAGEMENT, LLC — reported RAUM up 45% ($101.4M -> $147.4M). IAPD ↗

$147.4M RAUM · 2 reps · 847-797-0600 · outlookcapitalmanagement.com

GRIFFIN BLACK, LLC — reported RAUM up 31% ($270.9M -> $355.5M). IAPD ↗

$355.5M RAUM · 5 reps · (650) 368-5785

CARDINAL WEALTH ADVISORY, LLC — reported RAUM up 31% ($208.2M -> $273.2M). IAPD ↗

$273.2M RAUM · 2 reps · 901-767-4401

INTEGRATED WEALTH MANAGEMENT, INC. — reported RAUM up 34% ($189.5M -> $254.1M). IAPD ↗

$254.1M RAUM · 6 reps · 330-896-1644 · iwmgameplan.com

AMERICAN CAPITAL ADVISORY, LLC — reported RAUM up 31% ($254.9M -> $334.4M). IAPD ↗

$334.4M RAUM · 7 reps · 208-710-8669

EVEREST PRIVATE WEALTH — reported RAUM up 34% ($307.0M -> $410.8M). IAPD ↗

$410.8M RAUM · 2 reps · (408) 502-6015 · everestprivatewealth.com

HUBER CAPITAL MANAGEMENT LLC — reported RAUM up 35% ($541.5M -> $729.2M). IAPD ↗

$729.2M RAUM · 6 reps · 310-207-8400

CORNERSTONE SELECT ADVISORS, LLC — reported RAUM up 35% ($234.0M -> $315.3M). IAPD ↗

$315.3M RAUM · 3 reps · 314-862-5155 · csastl.com

SIGNATURE RESOURCES CAPITAL MANAGEMENT, LLC — reported RAUM up 34% ($227.6M -> $303.9M). IAPD ↗

$303.9M RAUM · 15 reps · (949) 261-7726

HELMSTAR WEALTH MANAGEMENT — reported RAUM up 34% ($586.9M -> $785.6M). IAPD ↗

$785.6M RAUM · 8 reps · 208-429-0800

DMKC ADVISORY SERVICES, LLC — reported RAUM up 35% ($668.7M -> $902.5M). IAPD ↗

$902.5M RAUM · 8 reps · 515-221-1133

LIGHTHOUSE RETIREMENT — reported RAUM up 34% ($211.9M -> $284.6M). IAPD ↗

$284.6M RAUM · 1 reps · 772-299-7169 · lighthouseretirement.com

SLAGLE FINANCIAL, LLC. — reported RAUM up 31% ($315.0M -> $411.7M). IAPD ↗

$411.7M RAUM · 7 reps · 618-692-1657

GRADIENT ADVISORS, LLC — reported RAUM up 32% ($218.6M -> $289.3M). IAPD ↗

$289.3M RAUM · 166 reps · 877-885-0508 · house.gradientadvisors.com

MOSS, LUSE & WOMBLE, LLC — reported RAUM up 35% ($595.2M -> $803.2M). IAPD ↗

$803.2M RAUM · 21 reps · 972-674-2584

MORIN PRIVATE CLIENT GROUP, LLC — reported RAUM up 31% ($546.7M -> $716.3M). IAPD ↗

$716.3M RAUM · 2 reps · 833-989-2869

ARCHETYPE ADVISORS, LLC — reported RAUM up 33% ($195.0M -> $260.0M). IAPD ↗

$260.0M RAUM · 2 reps · 215 558 5500 · archetypeadvisor.com

UNITED CAPITAL MANAGEMENT OF KANSAS, INC. — reported RAUM up 32% ($669.7M -> $884.8M). IAPD ↗

$884.8M RAUM · 23 reps · 785-823-7900 · ucmofkansas.com

BLACKHAWK CAPITAL PARTNERS, LLC — reported RAUM up 34% ($336.4M -> $452.0M). IAPD ↗

$452.0M RAUM · 6 reps · 262-242-4487

CREDIT CAPITAL INVESTMENTS — reported RAUM up 33% ($264.6M -> $351.3M). IAPD ↗

$351.3M RAUM · 7 reps · 973-315-3000

STRATEGY FINANCIAL GROUP — reported RAUM up 31% ($279.9M -> $366.7M). IAPD ↗

$366.7M RAUM · 10 reps · 602-343-9301 · calvingoetz.com

AFFINITY CAPITAL ADVISORS LLC — reported RAUM up 34% ($636.1M -> $851.3M). IAPD ↗

$851.3M RAUM · 5 reps · 510-984-0261 · affinitycapital.com

SWMG, LLC — reported RAUM up 34% ($320.1M -> $430.4M). IAPD ↗

$430.4M RAUM · 5 reps · 817-210-3444

AXIS WEALTH PARTNERS, LLC — reported RAUM up 30% ($289.7M -> $377.4M). IAPD ↗

$377.4M RAUM · 6 reps · 401-441-5111 · axiswp.com

HD MONEY, INC. — reported RAUM up 31% ($294.0M -> $386.1M). IAPD ↗

$386.1M RAUM · 4 reps · 941-925-2121 · hdmoneyinc.com

J. HAGAN CAPITAL, INC. — reported RAUM up 31% ($260.9M -> $341.8M). IAPD ↗

$341.8M RAUM · 10 reps · (502) 690-5635

TRINITY WEALTH MANAGEMENT, LLC — reported RAUM up 31% ($304.4M -> $399.2M). IAPD ↗

$399.2M RAUM · 4 reps · 610-296-2020 · trinity-wealth.com

BULL OAK CAPITAL, LLC — reported RAUM up 33% ($196.2M -> $261.6M). IAPD ↗

$261.6M RAUM · 4 reps · (858) 999-3550

POWERS ADVISORY GROUP, LLC — reported RAUM up 31% ($250.9M -> $329.5M). IAPD ↗

$329.5M RAUM · 3 reps · 618-654-6262 · powersinvest.com

VANTAGE WEALTH PLANNING — reported RAUM up 33% ($198.6M -> $264.7M). IAPD ↗

$264.7M RAUM · 3 reps · 775-502-8484 · vantagewealthplanning.com

BEACON FINANCIAL ADVISORY LLC — reported RAUM up 33% ($677.6M -> $900.7M). IAPD ↗

$900.7M RAUM · 13 reps · 216-910-1850

HUNGERFORD FINANCIAL LLC — reported RAUM up 30% ($378.3M -> $492.1M). IAPD ↗

$492.1M RAUM · 5 reps · 616-302-1558 · hungerfordfinancial.com

GENERATIONAL WEALTH MANAGEMENT — reported RAUM up 32% ($299.7M -> $394.8M). IAPD ↗

$394.8M RAUM · 8 reps · 616-931-1270

FLOWER CITY CAPITAL LLC — reported RAUM up 33% ($333.6M -> $444.6M). IAPD ↗

$444.6M RAUM · 3 reps · 585-236-8501

LEGACY BRIDGE PRIVATE FAMILY OFFICES — reported RAUM up 31% ($325.9M -> $425.8M). IAPD ↗

$425.8M RAUM · 3 reps · 515-421-4870

SWITCHPOINT FINANCIAL PLANNING LLC — reported RAUM up 30% ($281.5M -> $367.1M). IAPD ↗

$367.1M RAUM · 3 reps · 801.753.8538

PALADIN WEALTH PARTNERS — reported RAUM up 31% ($213.6M -> $279.8M). IAPD ↗

$279.8M RAUM · 3 reps · 515-348-6080 · paladinwp.com

MONORAIL SECURITIES LLC — reported RAUM up 32% ($295.0M -> $388.7M). IAPD ↗

$388.7M RAUM · 3 reps · (941) 925-2121 · monorail.com

BLUE RIDGE WEALTH PLANNERS — reported RAUM up 31% ($275.7M -> $361.7M). IAPD ↗

$361.7M RAUM · 14 reps · 865-392-4260 · planforeverything.com

AQUA ADVISORS LLC — reported RAUM up 35% ($221.4M -> $298.8M). IAPD ↗

$298.8M RAUM · 2 reps · 305 877-7593

STRATEGIC WEALTH ADVISORS GROUP, INC. — reported RAUM up 47% ($140.2M -> $206.7M). IAPD ↗

$206.7M RAUM · 6 reps · 586-203-2275 · swaganalysis.com

INTEGRATED PLANNING & WEALTH MANAGEMENT, LLC — reported RAUM up 49% ($80.4M -> $119.4M). IAPD ↗

$119.4M RAUM · 4 reps · (317) 706-4748

LIFEWORKS ADVISORS, LLC — reported RAUM up 30% ($742.3M -> $966.7M). IAPD ↗

$966.7M RAUM · 39 reps · (616) 200-6512

PRACTICE FINANCIAL GROUP — reported RAUM up 31% ($333.1M -> $436.8M). IAPD ↗

$436.8M RAUM · 8 reps · (541) 973-2602 · pfg-investments.com

OWEN LARUE FINANCIAL GROUP — reported RAUM up 34% ($343.1M -> $458.9M). IAPD ↗

$458.9M RAUM · 4 reps · 270-769-9995 · owenlarue.com

SHARPEPOINT, LLC — reported RAUM up 48% ($150.5M -> $222.8M). IAPD ↗

$222.8M RAUM · 3 reps · 480-999-3033

EQ WEALTH MANAGEMENT — reported RAUM up 30% ($723.0M -> $941.7M). IAPD ↗

$941.7M RAUM · 8 reps · 425-434-1000 · eqwm.com

BRUCKE FINANCIAL, INC. — reported RAUM up 31% ($201.0M -> $262.4M). IAPD ↗

$262.4M RAUM · 4 reps · (317) 658-4548 · bruckefinancial.us

BLACKDIAMOND WEALTH MANAGEMENT, LLC — reported RAUM up 31% ($322.4M -> $424.0M). IAPD ↗

$424.0M RAUM · 7 reps · (212) 784-6999

WEALTHCARE INVESTMENT PARTNERS LLC — reported RAUM up 31% ($654.8M -> $859.6M). IAPD ↗

$859.6M RAUM · 5 reps · (401) 682-2335 · wcipllc.com

VIRTUS FAMILY OFFICE — reported RAUM up 34% ($544.1M -> $726.9M). IAPD ↗

$726.9M RAUM · 2 reps · 915-730-3885

BABB WEALTH ADVISORS LLC — reported RAUM up 49% ($140.9M -> $209.4M). IAPD ↗

$209.4M RAUM · 3 reps · 928-526-2911 · babbgroup.com

BUILD ASSET MANAGEMENT — reported RAUM up 46% ($44.2M -> $64.6M). IAPD ↗

$64.6M RAUM · 3 reps · 833-852-8453 · getbuilding.com

MATCH GRADE ADVISORS — reported RAUM up 33% ($361.0M -> $479.4M). IAPD ↗

$479.4M RAUM · 4 reps · 864-250-0661

KISSLING FINANCIAL SERVICES, LLC — reported RAUM up 47% ($112.8M -> $165.5M). IAPD ↗

$165.5M RAUM · 2 reps · 724-667-1617 · kisslingfinancial.com

GREAT DIAMOND PARTNERS, LLC — reported RAUM up 31% ($613.4M -> $804.1M). IAPD ↗

$804.1M RAUM · 7 reps · 207-274-2500

OPTIMUM QUANTVEST CORPORATION — reported RAUM up 32% ($528.3M -> $695.1M). IAPD ↗

$695.1M RAUM · 2 reps · 263-381-5677 · optimumgam.com

VALUEWEALTH SERVICES, LLC — reported RAUM up 32% ($242.1M -> $319.0M). IAPD ↗

$319.0M RAUM · 4 reps · 410-286-9230 · valuewealthservices.com

ZENITH WEALTH PARTNERS — reported RAUM up 48% ($102.1M -> $151.0M). IAPD ↗

$151.0M RAUM · 9 reps · (484) 278-1559

SWAN CAPITAL — reported RAUM up 31% ($268.9M -> $351.4M). IAPD ↗

$351.4M RAUM · 6 reps · (850) 380-9558 · pinterest.com

OELSCHLAGER INVESTMENTS — reported RAUM up 48% ($63.1M -> $93.3M). IAPD ↗

$93.3M RAUM · 1 reps · 330-664-9920

RIGHTHAND CAPITAL, LLC — reported RAUM up 47% ($124.0M -> $182.3M). IAPD ↗

$182.3M RAUM · 2 reps · (617) 430-7770

SYNERGY FG — reported RAUM up 33% ($274.3M -> $364.2M). IAPD ↗

$364.2M RAUM · 3 reps · 888-734-2006 X3

RETIREMENT PLANNING GROUP, LLC — reported RAUM up 33% ($282.8M -> $375.4M). IAPD ↗

$375.4M RAUM · 4 reps · (518) 580-1919

MISSION FINANCIAL GROUP, LLC — reported RAUM up 34% ($232.8M -> $310.9M). IAPD ↗

$310.9M RAUM · 5 reps · 808-445-9965 · missionfinancial.com

ALLEGIANCE FINANCIAL GROUP — reported RAUM up 34% ($505.0M -> $675.0M). IAPD ↗

$675.0M RAUM · 12 reps · (703) 242-7900

FINANCIAL DESIGNS WEALTH MANAGEMENT — reported RAUM up 34% ($194.8M -> $261.2M). IAPD ↗

$261.2M RAUM · 4 reps · 786-388-0070

PROSPERITAS FINANCIAL, LLC — reported RAUM up 33% ($612.7M -> $812.5M). IAPD ↗

$812.5M RAUM · 23 reps · 661-255-9555

LAVELLE CAPITAL — reported RAUM up 34% ($305.5M -> $410.1M). IAPD ↗

$410.1M RAUM · 3 reps · 415-501-9987

PEACE OF MIND WEALTH MANAGEMENT — reported RAUM up 32% ($214.1M -> $283.3M). IAPD ↗

$283.3M RAUM · 7 reps · 919-787-8866 · pomwealth.net

TRIFECTA CAPITAL ADVISORS, LLC — reported RAUM up 30% ($712.2M -> $927.4M). IAPD ↗

$927.4M RAUM · 3 reps · 1-847-495-2464

PUREVEST — reported RAUM up 48% ($34.8M -> $51.6M). IAPD ↗

$51.6M RAUM · 2 reps · (347) 466-4400 · purevest.net

DHODY INVESTMENT GROUP — reported RAUM up 32% ($259.4M -> $341.4M). IAPD ↗

$341.4M RAUM · 3 reps · (305) 433-4250 · blueig.com

TABLEAUX WEALTH — reported RAUM up 49% ($154.3M -> $229.7M). IAPD ↗

$229.7M RAUM · 4 reps · 413-264-2400

RBG WEALTH ADVISORS LLC — reported RAUM up 47% ($105.0M -> $154.8M). IAPD ↗

$154.8M RAUM · 4 reps · 901-244-2980

ASTRA WEALTH PARTNERS — reported RAUM up 32% ($204.1M -> $268.4M). IAPD ↗

$268.4M RAUM · 3 reps · 800-805-8740 · feeonlynetwork.com

SOLID POINT WEALTH ADVISORS, LLC — reported RAUM up 49% ($80.3M -> $119.7M). IAPD ↗

$119.7M RAUM · 5 reps · 518-681-0107 · solidpointwealth.com

CLARITY FINANCIAL ADVISORS LLC — reported RAUM up 50% ($99.9M -> $149.5M). IAPD ↗

$149.5M RAUM · 5 reps · (816) 786-5031 · theclarityfinancial.com

LONGWALL FAMILY OFFICE — reported RAUM up 31% ($326.1M -> $428.2M). IAPD ↗

$428.2M RAUM · 3 reps · 203-209-2785

SHARED VISION WEALTH GROUP — reported RAUM up 30% ($258.2M -> $335.9M). IAPD ↗

$335.9M RAUM · 3 reps · 7603491750 · sharedvisionwealth.com

ARTESIAN CAPITAL MANAGEMENT (DELAWARE) LP — reported RAUM up 45% ($26.0M -> $37.7M). IAPD ↗

$37.7M RAUM · 4 reps · (646) 270-4224 · artesianinvest.com

THE HOLLAND GROUP, RETIREMENT WEALTH ADVISORS, LLC — reported RAUM up 33% ($215.2M -> $286.1M). IAPD ↗

$286.1M RAUM · 3 reps · 727-734-3334 · thehollandgrp.com

ELI CIRCLE CAPITAL, LP — reported RAUM up 48% ($141.0M -> $209.0M). IAPD ↗

$209.0M RAUM · 4 reps · 310-571-5914 · elicirclecap.com

TIDEMARK, LLC — reported RAUM up 34% ($344.6M -> $462.5M). IAPD ↗

$462.5M RAUM · 8 reps · 888-791-0197 · tidemarkfp.com

STONEBRIDGE WEALTH SYSTEMS LLC — reported RAUM up 34% ($276.0M -> $369.1M). IAPD ↗

$369.1M RAUM · 10 reps · 308-698-0144

BARE WEALTH ADVISORS — reported RAUM up 30% ($509.3M -> $662.3M). IAPD ↗

$662.3M RAUM · 8 reps · 717-407-5200

MISSION HILLS FINANCIAL ADVISORY LLC — reported RAUM up 31% ($208.7M -> $274.1M). IAPD ↗

$274.1M RAUM · 4 reps · 619-294-9420 · missionhillsfinancial.com

GREYKASELL WEALTH STRATEGIES, INC. — reported RAUM up 32% ($334.6M -> $443.2M). IAPD ↗

$443.2M RAUM · 3 reps · 925-263-9275 · greykasell.com

ADVANTAGE WEALTH PARTNERS — reported RAUM up 30% ($518.3M -> $675.5M). IAPD ↗

$675.5M RAUM · 4 reps · 239-561-1155 · advantagewealthpartners.com

GFG SOLUTIONS — reported RAUM up 34% ($228.6M -> $306.6M). IAPD ↗

$306.6M RAUM · 4 reps · (412) 740-7930

THREE ARCH WEALTH MANAGEMENT LLC — reported RAUM up 32% ($503.0M -> $662.4M). IAPD ↗

$662.4M RAUM · 3 reps · (949) 400-7107 · threearchwealth.com

DISHMI CAPITAL, LLC — reported RAUM up 49% ($144.2M -> $215.1M). IAPD ↗

$215.1M RAUM · 2 reps · (323) 835-5560 · dishmicap.com

RICHARDS MERRILL WEALTH MANAGEMENT — reported RAUM up 25% ($514.5M -> $643.6M). IAPD ↗

$643.6M RAUM · 10 reps · 509-624-3174 · rmwealthmgmt.com

M. E. ALLISON & CO., INC. — reported RAUM up 27% ($287.4M -> $366.4M). IAPD ↗

$366.4M RAUM · 10 reps · 210-930-4000 · meallison.com

TRUBEE WEALTH ADVISORS, INC. — reported RAUM up 26% ($724.2M -> $911.5M). IAPD ↗

$911.5M RAUM · 14 reps · 716-849-1401 · trubeewealth.com

WESTBOURNE INVESTMENTS, INC. — reported RAUM up 25% ($221.1M -> $276.4M). IAPD ↗

$276.4M RAUM · 5 reps · 703-294-6880 · westbourneinv.com

PALOUSE CAPITAL MANAGEMENT, INC. — reported RAUM up 25% ($326.5M -> $408.5M). IAPD ↗

$408.5M RAUM · 2 reps · (509) 624-5591 · palousecap.com

CLARITI WEALTH ADVISORS — reported RAUM up 28% ($622.2M -> $797.6M). IAPD ↗

$797.6M RAUM · 6 reps · 302-994-4444

INVICTUS TIMING SERVICE LTD — reported RAUM up 42% ($72.5M -> $103.0M). IAPD ↗

$103.0M RAUM · 1 reps · 516-741-0500 · itslpro.net

C.M.BIDWELL & ASSOCIATES LTD — reported RAUM up 25% ($213.3M -> $267.1M). IAPD ↗

$267.1M RAUM · 4 reps · 808-595-1099 · cmbidwell.com

CUTLER CAPITAL MANAGEMENT — reported RAUM up 27% ($339.9M -> $430.8M). IAPD ↗

$430.8M RAUM · 6 reps · 508-757-4455

KELMAN LAZAROV INC — reported RAUM up 27% ($705.4M -> $894.6M). IAPD ↗

$894.6M RAUM · 13 reps · 901-685-8284 · kelman-lazarov.com

LAFFER TENGLER INVESTMENTS, INC. — reported RAUM up 29% ($622.0M -> $800.1M). IAPD ↗

$800.1M RAUM · 13 reps · 800-838-3468

IRONWOOD INVESTMENT MANAGEMENT, LLC — reported RAUM up 25% ($221.9M -> $278.2M). IAPD ↗

$278.2M RAUM · 6 reps · 617-757-7600 · ironwoodinvestmentmanagement.com

SEABRIDGE INVESTMENT ADVISORS LLC — reported RAUM up 26% ($610.4M -> $771.2M). IAPD ↗

$771.2M RAUM · 11 reps · 908-273-5085

VAWTER FINANCIAL LTD — reported RAUM up 26% ($313.6M -> $394.4M). IAPD ↗

$394.4M RAUM · 4 reps · 614-451-1002

STRATEGY ASSET MANAGERS L.L.C. — reported RAUM up 25% ($741.5M -> $930.1M). IAPD ↗

$930.1M RAUM · 10 reps · 626-657-0559

INTEGRIS WEALTH MANAGEMENT, LLC — reported RAUM up 28% ($635.1M -> $812.0M). IAPD ↗

$812.0M RAUM · 10 reps · 831-333-1717

LGT FINANCIAL ADVISORS LLC — reported RAUM up 27% ($359.3M -> $456.1M). IAPD ↗

$456.1M RAUM · 4 reps · 214-871-7500 · lgt-fa.com

SHAKESPEARE WEALTH MANAGEMENT, LLC — reported RAUM up 25% ($512.5M -> $641.9M). IAPD ↗

$641.9M RAUM · 6 reps · 262-814-1600 · shakespeareinvestments.com

DEW WEALTH MANAGEMENT — reported RAUM up 28% ($361.9M -> $464.7M). IAPD ↗

$464.7M RAUM · 24 reps · 480-614-9119

BENNINGTON FINANCIAL PLANNING GROUP — reported RAUM up 26% ($223.8M -> $281.5M). IAPD ↗

$281.5M RAUM · 3 reps · 802-447-1530

PLAN GROUP FINANCIAL, INC. — reported RAUM up 28% ($541.4M -> $690.3M). IAPD ↗

$690.3M RAUM · 17 reps · 405-848-1099 · plangroup.com

HEFFERNAN ADVISORY, INC. — reported RAUM up 30% ($315.9M -> $409.6M). IAPD ↗

$409.6M RAUM · 5 reps · 928-774-9598

MARATHON STRATEGIC ADVISORS, LLC — reported RAUM up 40% ($130.4M -> $182.7M). IAPD ↗

$182.7M RAUM · 1 reps · 740-282-5198 · mstrategic.com

BMB ADVISERS LLC — reported RAUM up 25% ($523.1M -> $655.8M). IAPD ↗

$655.8M RAUM · 3 reps · 310-734-1234

JOHNSON WEALTH MANAGEMENT, LLC — reported RAUM up 26% ($256.9M -> $323.4M). IAPD ↗

$323.4M RAUM · 2 reps · 701-746-8310

CIG ASSET MANAGEMENT, INC. — reported RAUM up 40% ($137.1M -> $192.5M). IAPD ↗

$192.5M RAUM · 5 reps · 248-827-1010

FLORIAN FINANCIAL GROUP LLC — reported RAUM up 42% ($151.4M -> $215.0M). IAPD ↗

$215.0M RAUM · 5 reps · 716-810-9590 · florianfinancialgroup.com

MILLER CAPITAL — reported RAUM up 30% ($240.4M -> $311.6M). IAPD ↗

$311.6M RAUM · 2 reps · 248-901-1650 · millercapital.com

PALISADE INVESTMENTS, LLC — reported RAUM up 27% ($513.0M -> $652.7M). IAPD ↗

$652.7M RAUM · 7 reps · 775-299-4600 · palisadeinvestments.com

SPECTRUM FINANCIAL ALLIANCE, LTD., L.L.C. — reported RAUM up 26% ($516.9M -> $653.6M). IAPD ↗

$653.6M RAUM · 3 reps · 859-223-6333

MCLAUGHLIN ASSET MANAGEMENT, INC. — reported RAUM up 41% ($125.3M -> $176.1M). IAPD ↗

$176.1M RAUM · 4 reps · 217-442-6484

HIGHLAND FINANCIAL ADVISORS, LLC — reported RAUM up 27% ($503.8M -> $640.0M). IAPD ↗

$640.0M RAUM · 7 reps · 973-557-2933

HORIKO CAPITAL MANAGEMENT LLC — reported RAUM up 29% ($369.0M -> $475.1M). IAPD ↗

$475.1M RAUM · 3 reps · 2015234150 · horikocapital.com

CRAVENS & COMPANY WEALTH MANAGEMENT — reported RAUM up 25% ($248.4M -> $311.1M). IAPD ↗

$311.1M RAUM · 3 reps · (931) 528-6865

ARROYO INVESTMENT GROUP, LLC — reported RAUM up 27% ($250.7M -> $319.5M). IAPD ↗

$319.5M RAUM · 3 reps · 626-844-1441 · arroyoinvestmentgroup.com

LIG CAPITAL MANAGEMENT, LLC — reported RAUM up 27% ($196.8M -> $250.4M). IAPD ↗

$250.4M RAUM · 4 reps · 405-463-3334 · ligcam.com

NORTHEAST PLANNING ASSOCIATES, INC. — reported RAUM up 26% ($327.7M -> $414.0M). IAPD ↗

$414.0M RAUM · 69 reps · (603) 471-0900 · paulhbrock.com

THE RICE PARTNERSHIP, LLC — reported RAUM up 25% ($785.8M -> $985.5M). IAPD ↗

$985.5M RAUM · 10 reps · 808-585-7788

INTEGRITY FINANCIAL CORPORATION — reported RAUM up 28% ($680.1M -> $868.1M). IAPD ↗

$868.1M RAUM · 0 reps · 8007944015

TWIN LAKES CAPITAL — reported RAUM up 28% ($246.0M -> $314.7M). IAPD ↗

$314.7M RAUM · 2 reps · (650) 610-9363

STONE HOUSE INVESTMENT MANAGEMENT, LLC — reported RAUM up 26% ($669.9M -> $841.7M). IAPD ↗

$841.7M RAUM · 17 reps · (570) 836-7020

PEACHTREE WEALTH ADVISORS, INC — reported RAUM up 26% ($346.8M -> $436.8M). IAPD ↗

$436.8M RAUM · 2 reps · 404-531-0965 · peachtreewa.com

V2 FINANCIAL GROUP, LLC — reported RAUM up 27% ($276.8M -> $350.5M). IAPD ↗

$350.5M RAUM · 4 reps · 630-364-4529 · v2financialgroup.com

MCDONOUGH CAPITAL MANAGEMENT, INC. — reported RAUM up 26% ($205.8M -> $258.3M). IAPD ↗

$258.3M RAUM · 4 reps · 407-248-9647

PARKER FINANCIAL LLC — reported RAUM up 25% ($217.0M -> $272.0M). IAPD ↗

$272.0M RAUM · 3 reps · 360-337-2701

WALSH & ASSOCIATES, LLC — reported RAUM up 25% ($660.2M -> $827.7M). IAPD ↗

$827.7M RAUM · 9 reps · 941-952-1188

REAP FINANCIAL GROUP, LLC — reported RAUM up 27% ($510.2M -> $648.2M). IAPD ↗

$648.2M RAUM · 6 reps · 512-249-7300 · reapfinancial.com

SEMMAX FINANCIAL ADVISORS, INC. — reported RAUM up 25% ($395.3M -> $495.4M). IAPD ↗

$495.4M RAUM · 7 reps · 336-856-0080 · quieroretirarmidinero.com

CONCISE CAPITAL MANAGEMENT, L.P. — reported RAUM up 29% ($649.9M -> $838.6M). IAPD ↗

$838.6M RAUM · 7 reps · 305-371-4578

QUATTRO ADVISORS L.L.C. — reported RAUM up 28% ($516.3M -> $661.7M). IAPD ↗

$661.7M RAUM · 5 reps · (412) 586-5406 · quattro-advisors.com

INTEGRAL WEALTH MANAGEMENT — reported RAUM up 26% ($535.8M -> $673.9M). IAPD ↗

$673.9M RAUM · 5 reps · 209-633-3101

NOBLEBRIDGE WEALTH — reported RAUM up 40% ($152.9M -> $214.5M). IAPD ↗

$214.5M RAUM · 7 reps · 1-866-798-0354

UDINE WEALTH MANAGEMENT INC. — reported RAUM up 26% ($217.3M -> $273.9M). IAPD ↗

$273.9M RAUM · 2 reps · 954-258-4392 · udinewealth.com

UNITED ADVISORS AMERICA — reported RAUM up 26% ($353.7M -> $446.5M). IAPD ↗

$446.5M RAUM · 24 reps · 877-443-0610

JOSEPH P. LUCIA & ASSOCIATES, LLC — reported RAUM up 28% ($303.3M -> $388.0M). IAPD ↗

$388.0M RAUM · 3 reps · 914-352-6600 · luciaandassociates.net

HOURGLASS CAPITAL, LLC — reported RAUM up 28% ($598.5M -> $768.9M). IAPD ↗

$768.9M RAUM · 2 reps · 713-936-0440 · hourglasscapital.com

STRATEGENT FINANCIAL, LLC — reported RAUM up 26% ($297.4M -> $374.7M). IAPD ↗

$374.7M RAUM · 4 reps · 540-437-1222 · strategentfinancial.com

CHRISTY CAPITAL MANAGEMENT, INC. — reported RAUM up 27% ($295.4M -> $376.3M). IAPD ↗

$376.3M RAUM · 11 reps · 478-314-2160 · christycapital.com

PACIFIC RIDGE CAPITAL PARTNERS, LLC — reported RAUM up 26% ($392.7M -> $494.6M). IAPD ↗

$494.6M RAUM · 6 reps · 503-886-8970 · pacificridgecapital.com

RMR WEALTH MANAGEMENT — reported RAUM up 44% ($135.8M -> $195.4M). IAPD ↗

$195.4M RAUM · 7 reps · 212-785-4377 · rmrwm.com

ROVIN CAPITAL — reported RAUM up 29% ($710.7M -> $917.3M). IAPD ↗

$917.3M RAUM · 9 reps · 480-739-2110 · facadvisors.com

COGENT STRATEGIC WEALTH LLC — reported RAUM up 26% ($265.9M -> $336.0M). IAPD ↗

$336.0M RAUM · 2 reps · 312-382-8388

MBIA CAPITAL ADVISORS — reported RAUM up 25% ($232.0M -> $290.2M). IAPD ↗

$290.2M RAUM · 4 reps · 513-324-2201

MILLINGTON FINANCIAL ADVISORS, LLC — reported RAUM up 30% ($224.4M -> $291.4M). IAPD ↗

$291.4M RAUM · 5 reps · 630-922-7900 · millingtonfa.com

EFINANCIAL ALLIANCE, LLC — reported RAUM up 29% ($225.8M -> $291.9M). IAPD ↗

$291.9M RAUM · 3 reps · 615-224-8534 · efinancialalliance.com

FIDELIS IM — reported RAUM up 26% ($243.7M -> $306.1M). IAPD ↗

$306.1M RAUM · 1 reps · 541-770-1311 · fidelisim.com

OPAL ADVISORS — reported RAUM up 43% ($121.5M -> $174.0M). IAPD ↗

$174.0M RAUM · 5 reps · 425-835-3276 · opaladvisors.com

BRIGHT ROAD WEALTH MANAGEMENT, LLC — reported RAUM up 27% ($349.5M -> $443.3M). IAPD ↗

$443.3M RAUM · 10 reps · (907) 339-1555

ORCAM FINANCIAL GROUP, LLC — reported RAUM up 42% ($168.3M -> $238.9M). IAPD ↗

$238.9M RAUM · 1 reps · 18582205383 · orcamgroup.com

CONSILIUM WEALTH ADVISORY, LLC — reported RAUM up 29% ($312.6M -> $404.6M). IAPD ↗

$404.6M RAUM · 4 reps · 214-299-5114 · consilium-llc.com

THINAGEE INVESTMENTS INC. — reported RAUM up 26% ($210.0M -> $265.4M). IAPD ↗

$265.4M RAUM · 1 reps · 240-235-1846 · thinagee.com

LIND CAPITAL PARTNERS — reported RAUM up 41% ($167.1M -> $235.0M). IAPD ↗

$235.0M RAUM · 5 reps · 312-878-3830 · lindcapitalpartners.com

WINDROCK WEALTH MANAGEMENT — reported RAUM up 25% ($290.6M -> $363.2M). IAPD ↗

$363.2M RAUM · 4 reps · 312-650-9593 · windrockwealth.com

PEAK WEALTH MANAGEMENT, LLC — reported RAUM up 27% ($352.0M -> $446.0M). IAPD ↗

$446.0M RAUM · 3 reps · 734-681-7575

PROFUSION PRIVATE WEALTH — reported RAUM up 41% ($124.9M -> $175.7M). IAPD ↗

$175.7M RAUM · 3 reps · (314) 441-6107 · ppwadvisors.com

MCBEATH FINANCIAL GROUP — reported RAUM up 29% ($223.2M -> $287.0M). IAPD ↗

$287.0M RAUM · 8 reps · 309-808-2224 · mcbeathfinancial.com

X-SQUARE CAPITAL — reported RAUM up 28% ($616.9M -> $790.9M). IAPD ↗

$790.9M RAUM · 7 reps · 787-282-1621

FOUNDATION WEALTH MANAGEMENT, LLC — reported RAUM up 26% ($326.8M -> $411.9M). IAPD ↗

$411.9M RAUM · 4 reps · (610) 548-7170

ARMSTRONG DIXON — reported RAUM up 28% ($350.5M -> $447.5M). IAPD ↗

$447.5M RAUM · 6 reps · 443-563-1111 · armstrongdixon.com

MD FINANCIAL ADVISORS / VESTMENT FINANCIAL — reported RAUM up 25% ($243.2M -> $304.3M). IAPD ↗

$304.3M RAUM · 11 reps · (888) 256-6855

SECURE FINANCIAL MANAGEMENT — reported RAUM up 27% ($313.7M -> $399.8M). IAPD ↗

$399.8M RAUM · 4 reps · 210-428-6250

TA CAPITAL MANAGEMENT, LLC — reported RAUM up 28% ($343.9M -> $438.9M). IAPD ↗

$438.9M RAUM · 4 reps · 6462905660 · tacapitalmanagement.com

TRANSATLANTIQUE PRIVATE WEALTH LLC — reported RAUM up 30% ($676.2M -> $878.8M). IAPD ↗

$878.8M RAUM · 10 reps · 212 644 4219

CERDA MUNOZ ADVISORS, INC — reported RAUM up 27% ($209.2M -> $265.7M). IAPD ↗

$265.7M RAUM · 3 reps · 562-222-4525

GALLAGHER CAPITAL ADVISORS, LLC — reported RAUM up 30% ($202.6M -> $263.1M). IAPD ↗

$263.1M RAUM · 1 reps · (940) 464-0404

NORTH STAR ADVISORY GROUP, LLC — reported RAUM up 28% ($226.5M -> $289.1M). IAPD ↗

$289.1M RAUM · 5 reps · 216-202-0202 · nsag.com

WRENNE FINANCIAL PLANNING LLC — reported RAUM up 29% ($231.3M -> $297.9M). IAPD ↗

$297.9M RAUM · 6 reps · 859-538-6044

WEALTHBUILDERS INVESTMENTS — reported RAUM up 41% ($122.3M -> $172.6M). IAPD ↗

$172.6M RAUM · 6 reps · 972-719-2557 · thekingdomfinanceshow.buzzsprout.co

PROFESSIONAL FINANCIAL ADVISORS, LLC — reported RAUM up 25% ($614.1M -> $769.8M). IAPD ↗

$769.8M RAUM · 7 reps · 308-534-8210

STONE PINE FINANCIAL PARTNERS — reported RAUM up 29% ($199.0M -> $256.8M). IAPD ↗

$256.8M RAUM · 4 reps · 610-565-9181 · stonepinefinancial.com

CASTLEVIEW PARTNERS, LLC — reported RAUM up 26% ($331.2M -> $416.9M). IAPD ↗

$416.9M RAUM · 12 reps · 214-710-1995 · castleviewpartners.com

CURRAN FINANCIAL PARTNERS, LLC — reported RAUM up 26% ($592.9M -> $749.4M). IAPD ↗

$749.4M RAUM · 10 reps · (843) 300-1182

POLARIS FINANCIAL, LLC — reported RAUM up 41% ($49.6M -> $70.2M). IAPD ↗

$70.2M RAUM · 2 reps · 7089960213 · polarisportfolios.com

PROSPERITEA PLANNING — reported RAUM up 42% ($125.0M -> $176.9M). IAPD ↗

$176.9M RAUM · 4 reps · 413-829-4832

PENNEY FINANCIAL — reported RAUM up 29% ($236.1M -> $303.5M). IAPD ↗

$303.5M RAUM · 3 reps · 713-300-5165

HIGHLAND CONSULTING ASSOCIATES INTERNATIONAL, INC. — reported RAUM up 42% ($53.9M -> $76.6M). IAPD ↗

$76.6M RAUM · 0 reps · 440-899-1121

AQUILANT ADVISORS — reported RAUM up 29% ($215.6M -> $278.8M). IAPD ↗

$278.8M RAUM · 2 reps · 314-309-2078 · aquilantadvisors.com

KINETIC INVESTMENT MANAGEMENT, INC. — reported RAUM up 29% ($348.2M -> $450.9M). IAPD ↗

$450.9M RAUM · 21 reps · (800) 711-4818

BRAVE EAGLE WEALTH MANAGEMENT — reported RAUM up 40% ($72.0M -> $101.0M). IAPD ↗

$101.0M RAUM · 2 reps · 212-918-4746 · braveeaglewealth.com

PLUM STREET ADVISORS, LLC — reported RAUM up 29% ($359.4M -> $462.8M). IAPD ↗

$462.8M RAUM · 5 reps · 504-517-5107

DECKER RETIREMENT PLANNING INC. — reported RAUM up 26% ($285.1M -> $359.9M). IAPD ↗

$359.9M RAUM · 7 reps · 855-425-4566

RETIREWISE TAX AND WEALTH ADVISORS, INC. — reported RAUM up 43% ($170.1M -> $242.8M). IAPD ↗

$242.8M RAUM · 7 reps · 785-228-1234

MAXIMAI INVESTMENT PARTNERS, LLC — reported RAUM up 29% ($538.7M -> $695.8M). IAPD ↗

$695.8M RAUM · 5 reps · 786-332-6050 · maximaipartners.com

ELITE INCOME ADVISORS, INC. — reported RAUM up 42% ($150.1M -> $213.4M). IAPD ↗

$213.4M RAUM · 6 reps · 443-274-3002

HIGGINS & SCHMIDT WEALTH STRATEGIES LLC — reported RAUM up 30% ($215.1M -> $279.5M). IAPD ↗

$279.5M RAUM · 3 reps · (720) 287-0918

G2 CAPITAL MANAGEMENT, LLC — reported RAUM up 27% ($596.1M -> $756.5M). IAPD ↗

$756.5M RAUM · 5 reps · (614) 484-1400 · g2capital.net

SPECTRA INVESTMENT MANAGEMENT, LLC — reported RAUM up 26% ($243.7M -> $306.8M). IAPD ↗

$306.8M RAUM · 3 reps · (772) 324-5640

HAMILTON WEALTH, LLC — reported RAUM up 26% ($553.7M -> $697.8M). IAPD ↗

$697.8M RAUM · 3 reps · 747-208-4300

ASTON CAPITAL MANAGEMENT — reported RAUM up 29% ($553.8M -> $711.8M). IAPD ↗

$711.8M RAUM · 3 reps · 305 722 5989 · astoncapital.net

WEALTH ADVISORS GROUP, LLC — reported RAUM up 29% ($215.9M -> $278.5M). IAPD ↗

$278.5M RAUM · 2 reps · 319-626-3589

FDI WEALTH MANAGEMENT, LLC — reported RAUM up 29% ($219.3M -> $283.8M). IAPD ↗

$283.8M RAUM · 3 reps · 561-875-7673 · fdinternational.com

CLEAR RETIREMENT ADVICE LLC — reported RAUM up 42% ($108.2M -> $153.4M). IAPD ↗

$153.4M RAUM · 1 reps · 650-446-5440 · clearretirementadvice.com

SHORE POINT ADVISORS, LLC — reported RAUM up 28% ($257.0M -> $327.7M). IAPD ↗

$327.7M RAUM · 4 reps · 732-876-3777

CANTON HATHAWAY LLC — reported RAUM up 29% ($672.7M -> $866.1M). IAPD ↗

$866.1M RAUM · 5 reps · 401-433-7800 · cantonhathaway.com

ASIO CAPITAL LLC — reported RAUM up 30% ($621.5M -> $805.1M). IAPD ↗

$805.1M RAUM · 6 reps · 859-785-4130 · asiocapital.com

WOOD TARVER FINANCIAL — reported RAUM up 25% ($390.3M -> $489.0M). IAPD ↗

$489.0M RAUM · 2 reps · 208-343-2001 · woodtarverfinancial.com

WEALTHFD — reported RAUM up 42% ($61.9M -> $87.8M). IAPD ↗

$87.8M RAUM · 3 reps · 215-671-6660

KENNONDALE CAPITAL MANAGEMENT — reported RAUM up 41% ($100.4M -> $141.9M). IAPD ↗

$141.9M RAUM · 3 reps · (804) 350-3368 · kennondale.com

RM PRIVATE WEALTH MANAGEMENT — reported RAUM up 27% ($268.7M -> $340.9M). IAPD ↗

$340.9M RAUM · 1 reps · 571-332-7618 · rmpwealth.com

HUDSON VALUE PARTNERS, LLC — reported RAUM up 28% ($530.7M -> $678.3M). IAPD ↗

$678.3M RAUM · 4 reps · 646-343-9772

CONVERGENCE FINANCIAL — reported RAUM up 29% ($703.4M -> $904.0M). IAPD ↗

$904.0M RAUM · 13 reps · (573) 818-2264 · convergencemn.com

PRESIDIO CAPITAL MANAGEMENT, LLC — reported RAUM up 26% ($397.4M -> $498.9M). IAPD ↗

$498.9M RAUM · 9 reps · 858-461-4959 · presidiocm.com

EAGLE BLUFFS WEALTH MANAGEMENT LLC — reported RAUM up 27% ($230.9M -> $294.2M). IAPD ↗

$294.2M RAUM · 4 reps · (573) 507-9084 · eaglebluffs.com

REVERE CAPITAL MANAGEMENT LP — reported RAUM up 44% ($96.5M -> $138.7M). IAPD ↗

$138.7M RAUM · 15 reps · 214-227-9337 · reverecapital.com

FOURTH DIMENSION WEALTH, LLC — reported RAUM up 26% ($283.6M -> $356.4M). IAPD ↗

$356.4M RAUM · 10 reps · 440-664-4045 · lakepointeadvisors.com

46 PEAKS INVESTMENT ADVISORY GROUP — reported RAUM up 28% ($212.3M -> $272.1M). IAPD ↗

$272.1M RAUM · 3 reps · 215-497-8310 · 46peaks.com

GREY FOX WEALTH ADVISORS, LLC — reported RAUM up 28% ($544.1M -> $698.8M). IAPD ↗

$698.8M RAUM · 8 reps · 302-482-3211

ACT CAPITAL MANAGEMENT, LLC — reported RAUM up 42% ($115.1M -> $163.9M). IAPD ↗

$163.9M RAUM · 2 reps · 610-688-2833 · actcapitalmanagement.com

THREE CORD TRUE WEALTH MANAGEMENT, LLC — reported RAUM up 26% ($252.2M -> $317.9M). IAPD ↗

$317.9M RAUM · 7 reps · 724-683-3456 · 3ctruewealth.com

FORTRESS WEALTH PLANNING — reported RAUM up 29% ($615.7M -> $793.9M). IAPD ↗

$793.9M RAUM · 5 reps · 904-301-4545 · fortresswealthplanning.com

RIDGELINE WEALTH PLANNING LLC — reported RAUM up 29% ($200.5M -> $259.6M). IAPD ↗

$259.6M RAUM · 5 reps · (937)-739-3744 · ridgelinewealthplanning.com

PMV CAPITAL ADVISERS, LLC — reported RAUM up 42% ($92.8M -> $132.0M). IAPD ↗

$132.0M RAUM · 3 reps · 972-850-0146

AMARA FINANCIAL, LLC — reported RAUM up 25% ($200.1M -> $250.5M). IAPD ↗

$250.5M RAUM · 2 reps · 415-319-1071 · amarafinancial.com

FORTRESS WEALTH GROUP — reported RAUM up 27% ($345.0M -> $439.1M). IAPD ↗

$439.1M RAUM · 5 reps · 407-999-8998

HF ADVISORY GROUP, LLC — reported RAUM up 28% ($250.4M -> $321.5M). IAPD ↗

$321.5M RAUM · 2 reps · (410)-571-1415 · hfadvisorygroup.com

RISE ADVISORS, LLC — reported RAUM up 29% ($340.9M -> $441.2M). IAPD ↗

$441.2M RAUM · 7 reps · 585-565-3444

DRIVEN INVESTMENTS LLC — reported RAUM up 42% ($168.6M -> $239.2M). IAPD ↗

$239.2M RAUM · 8 reps · 844-932-3272

OPTIMA CAPITAL LLC — reported RAUM up 30% ($292.8M -> $379.8M). IAPD ↗

$379.8M RAUM · 7 reps · 503-270-1314 · premier.network

TOWER WEALTH PARTNERS — reported RAUM up 26% ($350.5M -> $440.4M). IAPD ↗

$440.4M RAUM · 3 reps · (570) 524-7200

LOGAN STONE — reported RAUM up 29% ($513.1M -> $664.3M). IAPD ↗

$664.3M RAUM · 3 reps · 312-858-1670 · loganstonecap.com

SAIPH CAPITAL, LLC — reported RAUM up 27% ($361.4M -> $459.4M). IAPD ↗

$459.4M RAUM · 3 reps · 201-215-0199

UNIQUE WEALTH, LLC — reported RAUM up 26% ($766.5M -> $965.6M). IAPD ↗

$965.6M RAUM · 12 reps · 813-816-2030 · uniquewealth.com

PARAGON PRIVATE WEALTH MANAGEMENT LLC — reported RAUM up 29% ($354.9M -> $457.9M). IAPD ↗

$457.9M RAUM · 2 reps · 859-300-3985 · paragonmgmt.com

TFP MANAGEMENT, LLC — reported RAUM up 25% ($217.7M -> $273.0M). IAPD ↗

$273.0M RAUM · 3 reps · 563-359-8783 · truefinancialpartners.com

ROOTED WEALTH ADVISORS — reported RAUM up 28% ($318.3M -> $408.8M). IAPD ↗

$408.8M RAUM · 8 reps · 866.766.8332

INNOVATIVE WEALTH BUILDING LLC — reported RAUM up 25% ($525.0M -> $657.2M). IAPD ↗

$657.2M RAUM · 8 reps · 240-237-8086 · innovativewealthbuilding.com

PROATHLETE WEALTH MANAGEMENT LLC — reported RAUM up 29% ($312.0M -> $402.2M). IAPD ↗

$402.2M RAUM · 3 reps · 561-988-5540 · pawm.com

COLLECTIVE WEALTH PARTNERS, LLC — reported RAUM up 41% ($42.5M -> $59.9M). IAPD ↗

$59.9M RAUM · 6 reps · (404) 633-9952 · collectivewealthpartners.com

RPO LLC — reported RAUM up 29% ($292.9M -> $377.1M). IAPD ↗

$377.1M RAUM · 4 reps · 203-485-8800

SECOND 50 FINANCIAL — reported RAUM up 26% ($271.5M -> $341.6M). IAPD ↗

$341.6M RAUM · 3 reps · 424-260-1551

BUNKER — reported RAUM up 45% ($20.2M -> $29.2M). IAPD ↗

$29.2M RAUM · 2 reps · + 1 510 738 3310

AJ ADVISORS — reported RAUM up 30% ($303.5M -> $393.9M). IAPD ↗

$393.9M RAUM · 3 reps · 615-709-8709

FEG CURIO INVESTMENT PARTNERS, LLC — reported RAUM up 41% ($138.3M -> $195.3M). IAPD ↗

$195.3M RAUM · 5 reps · 513-977-4400 · feg.com

BRAZOS WEALTH ADVISORS LLC — reported RAUM up 40% ($130.8M -> $183.7M). IAPD ↗

$183.7M RAUM · 2 reps · 682-350-1055

ABLE FINANCIAL GROUP, LLC — reported RAUM up 28% ($571.0M -> $732.9M). IAPD ↗

$732.9M RAUM · 9 reps · 480-258-6104 · ablefinancialgroup.com

MEMBERS WEALTH LLC — reported RAUM up 29% ($217.3M -> $279.6M). IAPD ↗

$279.6M RAUM · 6 reps · 267-367-5453 · memberswealthllc.com

VARRA FINANCIAL — reported RAUM up 29% ($237.5M -> $305.6M). IAPD ↗

$305.6M RAUM · 7 reps · 303 665 2822

WILLIAMS & NOVAK WEALTH MANAGEMENT, LLC — reported RAUM up 30% ($263.9M -> $342.8M). IAPD ↗

$342.8M RAUM · 4 reps · 626-689-7181

WAGNER WEALTH MANAGEMENT, CORP. — reported RAUM up 42% ($104.7M -> $148.7M). IAPD ↗

$148.7M RAUM · 3 reps · 570-987-6244 · wwmcorp.com

CAP SIX ADVISORS — reported RAUM up 27% ($268.2M -> $340.8M). IAPD ↗

$340.8M RAUM · 3 reps · 281-671-7982 · cap-six.com

PRECEDENT WEALTH PARTNERS, LLC — reported RAUM up 28% ($535.6M -> $685.0M). IAPD ↗

$685.0M RAUM · 5 reps · (713)244-6450 · precedentwealth.com

ACCELERATE RETIREMENT — reported RAUM up 30% ($242.8M -> $315.4M). IAPD ↗

$315.4M RAUM · 31 reps · 888-439-7071

GAINLINE FINANCIAL PARTNERS, LLC — reported RAUM up 28% ($273.1M -> $348.6M). IAPD ↗

$348.6M RAUM · 3 reps · 720-548-4391

SALUS FINANCIAL ADVISORS — reported RAUM up 29% ($203.1M -> $262.6M). IAPD ↗

$262.6M RAUM · 5 reps · (612) 747-9420 · salusfinancialadvisors.com

FELLOWSHIP FINANCIAL PLANNING — reported RAUM up 28% ($362.4M -> $465.3M). IAPD ↗

$465.3M RAUM · 7 reps · 5094739483 · fellowshipfinancialplanning.com

BONA FIDE WEALTH — reported RAUM up 42% ($101.6M -> $144.2M). IAPD ↗

$144.2M RAUM · 1 reps · 512-882-3899 · bonafide-wealth.com

LAFISE GLOBAL ADVISORS LLC — reported RAUM up 28% ($544.5M -> $699.0M). IAPD ↗

$699.0M RAUM · 1 reps · 305-374-6001

QTR FAMILY WEALTH, LLC — reported RAUM up 29% ($582.8M -> $749.3M). IAPD ↗

$749.3M RAUM · 6 reps · 407-745-0715 · qtrfamily.com

LEE-KELLEHER WEALTH MANAGEMENT — reported RAUM up 27% ($198.9M -> $252.4M). IAPD ↗

$252.4M RAUM · 3 reps · 301-450-2617 · lkwealthmanagement.com

HARBORFRONT FINANCIAL GROUP — reported RAUM up 43% ($104.2M -> $149.0M). IAPD ↗

$149.0M RAUM · 4 reps · 231-843-1516 · custerfinancialadvisors.com

CLARION WEALTH MANAGEMENT PARTNERS — reported RAUM up 26% ($312.4M -> $394.8M). IAPD ↗

$394.8M RAUM · 4 reps · (703) 631-4800

WARNER WEALTH — reported RAUM up 26% ($362.8M -> $458.5M). IAPD ↗

$458.5M RAUM · 7 reps · 203-929-2727 · warnerwealthct.com

CAMBIENT FAMILY OFFICE, LLC — reported RAUM up 28% ($668.8M -> $857.9M). IAPD ↗

$857.9M RAUM · 3 reps · (616) 330-2270 · cambient.com

ACTIVE WEALTH ADVISORS — reported RAUM up 43% ($52.6M -> $75.4M). IAPD ↗

$75.4M RAUM · 1 reps · 551-502-2266 · activewealthadvisors.com

CHAPIN DAVIS ASSET MANAGEMENT — began participating in a wrap-fee program. IAPD ↗

$642.8M RAUM · 21 reps · 410-435-3200

LAUREL WEALTH PLANNING — began participating in a wrap-fee program. IAPD ↗

$453.6M RAUM · 6 reps · 952-854-6250

THE JENKINS GROUP — began participating in a wrap-fee program. IAPD ↗

$270.1M RAUM · 3 reps · 229-883-8028

UHLER VERTICH WHITE ADVISORS — began participating in a wrap-fee program. IAPD ↗

$513.7M RAUM · 6 reps · 239-936-6300 · uvwadvisors.com

CL WEALTH MANAGEMENT LLC — began participating in a wrap-fee program. IAPD ↗

$733.6M RAUM · 39 reps · 212-388-6200 · leadingedgefinancialgroup.com

DAI WEALTH, LLC — began participating in a wrap-fee program. IAPD ↗

$330.0M RAUM · 40 reps · 404-531-7080 · goodcounselwealth.com

BEACON WEALTH CONSULTANTS, INC. — began participating in a wrap-fee program. IAPD ↗

$278.3M RAUM · 15 reps · 540-345-3891 · lightpointportfoliosolutions.com

BROPHY WEALTH MANAGEMENT, LLC — began participating in a wrap-fee program. IAPD ↗

$532.5M RAUM · 4 reps · (603) 668-2303 · brophywealth.com

ONE WEALTH MAP, LLC — began participating in a wrap-fee program. IAPD ↗

$287.4M RAUM · 6 reps · 702-470-2660

WILLIAM JOSEPH CAPITAL MANAGEMENT, INC. — began participating in a wrap-fee program. IAPD ↗

$694.3M RAUM · 27 reps · 860.973.3214

BOOKENDS FINANCIAL PLANNING — began participating in a wrap-fee program. IAPD ↗

$338.3M RAUM · 5 reps · 317-859-2502

OLISTICO WEALTH, LLC — began participating in a wrap-fee program. IAPD ↗

$371.5M RAUM · 4 reps · 918-863-2005 · olisticowealth.com

GGM FINANCIAL LLC — began participating in a wrap-fee program. IAPD ↗

$513.0M RAUM · 6 reps · 614-310-2400

ZERMATT WEALTH PARTNERS — reported RAUM up 36% ($116.0M -> $158.4M). IAPD ↗

$158.4M RAUM · 4 reps · 619-491-0225

ROBERT PRISKE, LLC — reported RAUM up 38% ($159.1M -> $219.9M). IAPD ↗

$219.9M RAUM · 2 reps · 735-8882 · robertpriske.com

CORINTHIAN PARTNERS ASSET MANAGEMENT LLC — reported RAUM up 36% ($46.1M -> $62.9M). IAPD ↗

$62.9M RAUM · 4 reps · 212-287-1552 · corinthianpartners.com

SEAMANS CAPITAL MANAGEMENT, LLC — reported RAUM up 37% ($124.8M -> $170.7M). IAPD ↗

$170.7M RAUM · 2 reps · 781-890-5225 · seamansholdings.com

GCI FINANCIAL GROUP — reported RAUM up 38% ($105.1M -> $145.1M). IAPD ↗

$145.1M RAUM · 3 reps · 973-543-2133 · gcifg.com

FOREVER FINANCIAL ADVISORS, LLC — reported RAUM up 36% ($52.9M -> $72.2M). IAPD ↗

$72.2M RAUM · 1 reps · 585-598-1377 · foreverfinancial.com

TAURUS CAPITAL ADVISORS, LLC — reported RAUM up 38% ($167.2M -> $231.4M). IAPD ↗

$231.4M RAUM · 4 reps · 503-756-2972

WISCONSIN WEALTH ADVISORS, LLC — reported RAUM up 38% ($114.2M -> $157.6M). IAPD ↗

$157.6M RAUM · 3 reps · 608-837-9099 · wiwealthadvisors.com

QUISH — reported RAUM up 36% ($113.4M -> $154.2M). IAPD ↗

$154.2M RAUM · 1 reps · 303-523-6122 · quishco.com

HIGHPASS ASSET MANAGEMENT LLC — reported RAUM up 39% ($156.7M -> $218.2M). IAPD ↗

$218.2M RAUM · 2 reps · 303-357-4602 · highpassasset.com

INVESTABLE WEALTH, LLC — reported RAUM up 39% ($79.0M -> $110.0M). IAPD ↗

$110.0M RAUM · 2 reps · 801-317-8222

DEDICATED CAPITAL ADVISORS, LLC — reported RAUM up 36% ($119.2M -> $162.5M). IAPD ↗

$162.5M RAUM · 2 reps · 415-765-1778 · dedicated-cap.com

OCTAVEWEALTH — reported RAUM up 36% ($22.1M -> $30.0M). IAPD ↗

$30.0M RAUM · 2 reps · (855) 962-8283 · octavewealth.com

BRIA CAPITAL GROUP, LLC — reported RAUM up 37% ($113.4M -> $155.1M). IAPD ↗

$155.1M RAUM · 3 reps · 813-448-1122 · briacg.com

STONE STEPS FINANCIAL, LLC — reported RAUM up 39% ($105.4M -> $146.6M). IAPD ↗

$146.6M RAUM · 4 reps · 760-456-7147

VELTRIA ADVISORS CORP. — reported RAUM up 37% ($82.5M -> $113.2M). IAPD ↗

$113.2M RAUM · 2 reps · (305) 318-7172

EVERSPIRE — reported RAUM up 37% ($181.1M -> $247.7M). IAPD ↗

$247.7M RAUM · 15 reps · 801-545-8706 · synchronywealth.com

WINTHROP PARTNERS - EPA, LLC — reported RAUM up 37% ($59.8M -> $82.2M). IAPD ↗

$82.2M RAUM · 3 reps · 267-454-4585

FIRST AMERICAN ASSET ADVISORY, LLC — reported RAUM up 37% ($140.2M -> $191.8M). IAPD ↗

$191.8M RAUM · 6 reps · (516) 622-3100 · firstaaa.com

KUHN CAPITAL PARTNERS — reported RAUM up 35% ($125.8M -> $169.9M). IAPD ↗

$169.9M RAUM · 5 reps · 800-674-3217

FPFOCO — reported RAUM up 38% ($110.0M -> $151.7M). IAPD ↗

$151.7M RAUM · 3 reps · 970-225-0504

ADVANCED PORTFOLIO STRATEGIES — reported RAUM up 37% ($158.7M -> $217.4M). IAPD ↗

$217.4M RAUM · 4 reps · (310) 776-6549

KEENAN FINANCIAL — reported RAUM up 37% ($148.0M -> $202.5M). IAPD ↗

$202.5M RAUM · 26 reps · (978) 270-1193

BUCKET LIST WEALTH MANAGEMENT, LLC — reported RAUM up 38% ($162.6M -> $224.2M). IAPD ↗

$224.2M RAUM · 2 reps · 352-307-8652 · bucketlistwealth.com

CIRRUS CAPITAL LLC — reported RAUM up 37% ($124.3M -> $170.4M). IAPD ↗

$170.4M RAUM · 5 reps · 248-290-6222

PRESTON INVESTMENTS — reported RAUM up 35% ($146.3M -> $197.7M). IAPD ↗

$197.7M RAUM · 3 reps · 928-757-1600 · prestoninvestments.com

PLANVEST FINANCIAL, INC. — reported RAUM up 40% ($126.0M -> $175.9M). IAPD ↗

$175.9M RAUM · 6 reps · (301) 977-7123

CENTENNIAL ADVISORS, LLC — reported RAUM up 40% ($169.8M -> $237.3M). IAPD ↗

$237.3M RAUM · 9 reps · (512) 265-5000 · iwanttoretirewell.com

TOWN CAPITAL — reported RAUM up 38% ($121.9M -> $168.8M). IAPD ↗

$168.8M RAUM · 2 reps · 410-864-0209

CLP ASSET MANAGEMENT, LLC — reported RAUM up 36% ($127.7M -> $173.8M). IAPD ↗

$173.8M RAUM · 1 reps · 630-272-6321

ILLUMINATE WEALTH MANAGEMENT — reported RAUM up 40% ($120.1M -> $167.6M). IAPD ↗

$167.6M RAUM · 2 reps · 847-595-1315 · illuminatewm.com

REFLECTION ASSET MANAGEMENT — reported RAUM up 39% ($164.9M -> $228.9M). IAPD ↗

$228.9M RAUM · 2 reps · 617-584-4042 · wmnomics.com

KDHB V CAPITAL MANAGEMENT, LLC — reported RAUM up 39% ($39.5M -> $54.8M). IAPD ↗

$54.8M RAUM · 1 reps · 404-815-4533

GRANTVEST FINANCIAL GROUP LLC — reported RAUM up 35% ($170.0M -> $230.0M). IAPD ↗

$230.0M RAUM · 5 reps · (732) 970-6659 · grantvest.com

RWM CAPITAL, LLC — reported RAUM up 38% ($161.4M -> $222.4M). IAPD ↗

$222.4M RAUM · 21 reps · 832-981-7000

VILGA FINANCIAL PLANNING LLC — reported RAUM up 36% ($124.7M -> $169.3M). IAPD ↗

$169.3M RAUM · 2 reps · (201) 300-6097 · vilga.com

SIKORSKI WEALTH MANAGEMENT, LLC — reported RAUM up 36% ($102.7M -> $139.6M). IAPD ↗

$139.6M RAUM · 3 reps · 619-363-6007 · sikorskiwealthmgmt.com

GOLDEN ROAD ADVISORS LLC — reported RAUM up 40% ($170.0M -> $237.7M). IAPD ↗

$237.7M RAUM · 3 reps · 813-491-1593 · goldenroadadvisors.com

DMLO WEALTH PLANNING, LLC — reported RAUM up 38% ($21.9M -> $30.4M). IAPD ↗

$30.4M RAUM · 5 reps · (502) 813-2100 · dmlowealthplanning.com

SENIOR TAX ADVISORY GROUP, INC. — reported RAUM up 39% ($88.5M -> $122.8M). IAPD ↗

$122.8M RAUM · 4 reps · 719-596-4844

BURGESS INVESTMENT GROUP, LLC — reported RAUM up 35% ($109.0M -> $147.1M). IAPD ↗

$147.1M RAUM · 7 reps · 864-920-3155 · retirerightuniversity.com

LUMIERE FINANCIAL — reported RAUM up 38% ($59.9M -> $82.7M). IAPD ↗

$82.7M RAUM · 5 reps · (212) 516-5900

HALLSTATT ADVISORS L.P. — reported RAUM up 38% ($156.0M -> $214.6M). IAPD ↗

$214.6M RAUM · 2 reps · 212-804-9085

BLALOCK WILLIAMS, LLC — reported RAUM up 38% ($176.2M -> $242.6M). IAPD ↗

$242.6M RAUM · 2 reps · (256) 444-6256

HYJC CAPITAL OF WNY — reported RAUM up 38% ($59.8M -> $82.6M). IAPD ↗

$82.6M RAUM · 2 reps · 585-261-4435 · hywealthmanagement.com

ECHELONS CAPITAL, LLC — reported RAUM up 37% ($127.1M -> $174.4M). IAPD ↗

$174.4M RAUM · 2 reps · 706-372-4218 · echelonscapital.com

1015 CAPITAL PARTNERS, LLC — reported RAUM up 36% ($110.2M -> $150.4M). IAPD ↗

$150.4M RAUM · 2 reps · 610-574-7036 · 1015capitalpartners.com

DLK INVESTMENT ADVISORS, LLC — reported RAUM up 40% ($100.7M -> $140.7M). IAPD ↗

$140.7M RAUM · 2 reps · 206.203.0010

RESHAPE WEALTH — reported RAUM up 35% ($171.9M -> $232.2M). IAPD ↗

$232.2M RAUM · 1 reps · 646-626-7902 · reshapewealth.com

STEELE STREET CAPITAL LLC — reported RAUM up 38% ($101.7M -> $140.5M). IAPD ↗

$140.5M RAUM · 2 reps · 207-475-0060 · steelestreetcapital.com

HAMPTON ROCK WEALTH MANAGEMENT — reported RAUM up 35% ($142.1M -> $192.4M). IAPD ↗

$192.4M RAUM · 5 reps · 512-256-9272 · hamptonrock.com

TRUE WEALTH GROUP — reported RAUM up 40% ($108.5M -> $151.4M). IAPD ↗

$151.4M RAUM · 2 reps · 541-588-5008 · mytruewealthgroup.com

PERSPECTIVE WEALTH ADVISORS — reported RAUM up 40% ($113.1M -> $158.0M). IAPD ↗

$158.0M RAUM · 4 reps · 970-732-7975

BQS FINANCIAL ADVISORS, LLC — reported RAUM up 37% ($165.0M -> $226.4M). IAPD ↗

$226.4M RAUM · 5 reps · 917-939-0632

ELKWATER CAPITAL — reported RAUM up 36% ($32.9M -> $44.8M). IAPD ↗

$44.8M RAUM · 1 reps · 212-347-7385 · elkwatercapital.com

ALTERIS CAPITAL PARTNERS, LLC — reported RAUM up 38% ($101.2M -> $139.5M). IAPD ↗

$139.5M RAUM · 3 reps · 832-649-8111

WLTH CAPITAL MANAGEMENT, LLC — reported RAUM up 36% ($168.9M -> $229.8M). IAPD ↗

$229.8M RAUM · 2 reps · 480-795-4475 · wlthcapitalmanagement.com

STONE LOFT WEALTH MANAGEMENT LLC — reported RAUM up 35% ($102.6M -> $138.6M). IAPD ↗

$138.6M RAUM · 1 reps · (610) 812-9867 · stoneloftwm.com

XCEPTION FAMILY OFFICE — reported RAUM up 36% ($138.7M -> $189.3M). IAPD ↗

$189.3M RAUM · 2 reps · 404-547-0223

MUTUAL OF OMAHA INVESTOR SERVICES, INC. — reported RAUM up 32% ($24.4M -> $32.0M). IAPD ↗

$32.0M RAUM · 285 reps · 402-351-3102 · mutualofomaha.com

FINANCIAL CONSULTANTS GROUP INC — reported RAUM up 35% ($139.9M -> $188.2M). IAPD ↗

$188.2M RAUM · 4 reps · 770-627-2121

R & R FINANCIAL PLANNERS, INC. — reported RAUM up 30% ($46.2M -> $60.1M). IAPD ↗

$60.1M RAUM · 2 reps · 516-222-8850 · randrfinancialplanners.com

BLACK HILL CAPITAL PARTNERS, LLC — reported RAUM up 31% ($51.8M -> $67.7M). IAPD ↗

$67.7M RAUM · 1 reps · (415) 829-4246 · blackhill-capital.com

PHASE III ADVISORY SERVICES, LTD — reported RAUM up 30% ($162.2M -> $210.9M). IAPD ↗

$210.9M RAUM · 3 reps · 847-520-5545

ALESSANDRA CAPITAL MANAGEMENT, LLC — reported RAUM up 33% ($115.5M -> $153.5M). IAPD ↗

$153.5M RAUM · 2 reps · 310-377-9220

OBERON ASSET MANAGEMENT, LLC — reported RAUM up 33% ($174.7M -> $232.7M). IAPD ↗

$232.7M RAUM · 4 reps · 917-237-0147 · oberonasset.com

ECONOLOGICS FINANCIAL ADVISORS — reported RAUM up 30% ($140.8M -> $183.2M). IAPD ↗

$183.2M RAUM · 6 reps · 727-588-1540 · wealthforveterinarians.com

STEWARDSHIP FINANCIAL PLANNING — reported RAUM up 32% ($49.8M -> $65.5M). IAPD ↗

$65.5M RAUM · 1 reps · 914-380-1421 · stewardshipfp.com

LESA SROUFE & COMPANY, INC. — reported RAUM up 31% ($158.6M -> $207.3M). IAPD ↗

$207.3M RAUM · 3 reps · 206-838-8383 · sroufeco.com

TURNER FINANCIAL GROUP, INC. — reported RAUM up 34% ($171.0M -> $229.6M). IAPD ↗

$229.6M RAUM · 8 reps · 850-995-1797 · gfthomasadvisory.com

M.A. WHELAN FINANCIAL PLANNING — reported RAUM up 32% ($58.7M -> $77.4M). IAPD ↗

$77.4M RAUM · 1 reps · 914-257-3446 · mawhelanfinancial.com

BRYDEN-ABRAMS INVESTMENT MANAGEMENT LLC — reported RAUM up 32% ($34.0M -> $45.0M). IAPD ↗

$45.0M RAUM · 2 reps · 212-850-1127 · brydenabrams.com

BESPOKE INVESTMENT GROUP, LLC — reported RAUM up 31% ($77.4M -> $101.3M). IAPD ↗

$101.3M RAUM · 5 reps · 914-315-1248

WATERFORD CAPITAL INVESTMENT ADVISORY SERVICES LLC — reported RAUM up 33% ($171.4M -> $228.5M). IAPD ↗

$228.5M RAUM · 1 reps · 214-363-6920 · waterfordcapital.com

MASONBORO ADVISORS — reported RAUM up 32% ($155.9M -> $206.5M). IAPD ↗

$206.5M RAUM · 7 reps · 910-742-0509 · thecortrogersproject.com

RAYBURN WEST FINANCIAL SERVICES — reported RAUM up 34% ($180.4M -> $242.6M). IAPD ↗

$242.6M RAUM · 2 reps · 615-386-6932 · rayburnwest.com

SKYLINE FINANCIAL NORTHWEST — reported RAUM up 33% ($111.3M -> $148.3M). IAPD ↗

$148.3M RAUM · 3 reps · 888-739-7369 · skylinefinancialnw.com

NARDIS ADVISORS LLC — reported RAUM up 30% ($140.6M -> $183.0M). IAPD ↗

$183.0M RAUM · 4 reps · 914-997-0403

RYDAR EQUITIES, INC. — reported RAUM up 32% ($150.0M -> $197.4M). IAPD ↗

$197.4M RAUM · 2 reps · 432-634-8673 · rydarequities.com

LIBERTAS WEALTH MANAGEMENT GROUP, INC. — reported RAUM up 32% ($123.9M -> $163.1M). IAPD ↗

$163.1M RAUM · 2 reps · 614-543-1350

BARNETT CAPITAL ADVISORS LLC — reported RAUM up 31% ($122.8M -> $161.1M). IAPD ↗

$161.1M RAUM · 2 reps · 305-328-8538 · barnettcapitaladvisors.com

OMICRON ADVISORS, LLC — reported RAUM up 32% ($114.9M -> $151.2M). IAPD ↗

$151.2M RAUM · 2 reps · 302-453-9662 · omicronadvisors.com

PUREWATER CAPITAL, LLC — reported RAUM up 34% ($111.6M -> $149.5M). IAPD ↗

$149.5M RAUM · 4 reps · (817) 416-8680 · purewatercapital.com

A SMARTER WAY TO INVEST — reported RAUM up 34% ($112.2M -> $150.0M). IAPD ↗

$150.0M RAUM · 4 reps · 810-588-6178 · asmarterwaytoinvest.com

DYNAMIC WEALTH STRATEGIES, LLC — reported RAUM up 32% ($145.0M -> $190.7M). IAPD ↗

$190.7M RAUM · 4 reps · (916) 673-3470 · granitebayfinancialplanner.com

REDWOOD INVESTMENT GROUP, INC — reported RAUM up 31% ($176.4M -> $230.3M). IAPD ↗

$230.3M RAUM · 3 reps · 707-964-9700 · myredwoodinvestments.com

BIRCHVIEW CAPITAL, LP — reported RAUM up 31% ($183.1M -> $239.1M). IAPD ↗

$239.1M RAUM · 5 reps · 802-923-3826 · birchviewcapital.com

ATWOB — reported RAUM up 30% ($87.5M -> $113.9M). IAPD ↗

$113.9M RAUM · 2 reps · (914) 302-3233 · today2b.com

CFG RETIREMENT — reported RAUM up 33% ($181.8M -> $241.0M). IAPD ↗

$241.0M RAUM · 4 reps · 952-657-7470 · assuredretirementgroup.com

GUIDE WEALTH MANAGEMENT — reported RAUM up 31% ($32.3M -> $42.1M). IAPD ↗

$42.1M RAUM · 1 reps · 646-450-1001 · guidewealth.com

BUCKLEY CAPITAL ADVISORS, LLC — reported RAUM up 32% ($147.4M -> $193.8M). IAPD ↗

$193.8M RAUM · 3 reps · 347-292-9957 · buckleycapitalpartners.com

SHERMAN WEALTH MANAGEMENT LLC — reported RAUM up 31% ($122.0M -> $160.3M). IAPD ↗

$160.3M RAUM · 3 reps · (240) 428-1622

BACKER — reported RAUM up 32% ($47.5M -> $62.9M). IAPD ↗

$62.9M RAUM · 1 reps · +1 (844) SAVE-529 · backer.com

HARDING WEALTH, INC. — reported RAUM up 31% ($162.1M -> $212.6M). IAPD ↗

$212.6M RAUM · 3 reps · (602) 610-9545

MINERVA WEALTH ADVISORY — reported RAUM up 35% ($59.0M -> $79.5M). IAPD ↗

$79.5M RAUM · 2 reps · 646-934-6874 · minervawealth.com

TEPP WEALTH MANAGEMENT — reported RAUM up 34% ($145.9M -> $195.7M). IAPD ↗

$195.7M RAUM · 3 reps · 908-301-1200 · teppwealth.com

CLF ASSET MANAGEMENT, INC. — reported RAUM up 33% ($110.5M -> $146.9M). IAPD ↗

$146.9M RAUM · 5 reps · 8885053956 · clfasset.com

UNIFIED WEALTH MANAGEMENT LLC — reported RAUM up 34% ($113.0M -> $151.3M). IAPD ↗

$151.3M RAUM · 2 reps · 727-216-8051

RIDGELINE WEALTH ADVISORS, LLC. — reported RAUM up 33% ($141.7M -> $189.0M). IAPD ↗

$189.0M RAUM · 4 reps · 919-782-0494

CAM INVESTOR SOLUTIONS — reported RAUM up 33% ($116.5M -> $155.4M). IAPD ↗

$155.4M RAUM · 2 reps · 720-575-7775

ENTRUITY WEALTH, LLC — reported RAUM up 33% ($128.6M -> $171.3M). IAPD ↗

$171.3M RAUM · 2 reps · 661-368-8994

CRAFT WEALTH SERVICES — reported RAUM up 31% ($92.0M -> $120.8M). IAPD ↗

$120.8M RAUM · 7 reps · 813-394-0984

GPS FINANCIAL, LLC — reported RAUM up 34% ($57.8M -> $77.3M). IAPD ↗

$77.3M RAUM · 1 reps · 585-598-9111 · gpsfinancialadvisors.com

KANE FINANCIAL — reported RAUM up 33% ($56.6M -> $75.2M). IAPD ↗

$75.2M RAUM · 2 reps · (315) 801-9028 · kanefp.com

NORTH AMERICAN WEALTH ADVISORS INC. — reported RAUM up 30% ($181.9M -> $237.3M). IAPD ↗

$237.3M RAUM · 1 reps · (952) 492-3500 · nawadvisor.com

WHITE OAK WEALTH MANAGEMENT — reported RAUM up 32% ($94.1M -> $124.2M). IAPD ↗

$124.2M RAUM · 2 reps · 443-741-9101 · whiteoakwealthmanagement.com

ODYSSEY CAPITAL ADVISORS INC. — reported RAUM up 31% ($144.4M -> $189.2M). IAPD ↗

$189.2M RAUM · 4 reps · 484-278-4497 · odysseyadvice.com

BLUE POINT FINANCIAL, INC. — reported RAUM up 35% ($113.3M -> $152.7M). IAPD ↗

$152.7M RAUM · 2 reps · 207-883-2009

HAYES WEALTH ADVISORS, LLC — reported RAUM up 31% ($102.1M -> $133.3M). IAPD ↗

$133.3M RAUM · 2 reps · (404) 905-7489 · hayeswealthadvisors.com

OPPORTUNUS WEALTH MANAGEMENT, LLC — reported RAUM up 33% ($77.2M -> $102.9M). IAPD ↗

$102.9M RAUM · 3 reps · 253-254-5078

ASTRA VENTURES — reported RAUM up 33% ($134.5M -> $179.6M). IAPD ↗

$179.6M RAUM · 2 reps · 901-230-5576 · astravc.com

WICKHAM FINANCIAL & INSURANCE SERVICES — reported RAUM up 32% ($145.8M -> $193.0M). IAPD ↗

$193.0M RAUM · 3 reps · 770-424-8711 · wickhamservices.com

DIPAOLO FINANCIAL GROUP, INC. — reported RAUM up 33% ($125.9M -> $168.0M). IAPD ↗

$168.0M RAUM · 3 reps · 813-475-3130 · dipaolofinancial.com

SILICON BEACH WEALTH, LLC — reported RAUM up 32% ($143.8M -> $190.1M). IAPD ↗

$190.1M RAUM · 3 reps · (424) 272-1638

LSB WEALTH MANAGEMENT — reported RAUM up 32% ($173.0M -> $228.8M). IAPD ↗

$228.8M RAUM · 11 reps · 515-327-9922 · mylsbcapital.com

COMPREHENSIVE FINANCIAL CONSULTANTS — reported RAUM up 34% ($140.0M -> $187.3M). IAPD ↗

$187.3M RAUM · 3 reps · 317-984-7693 · cfcplans.com

NEXWEALTH LLC — reported RAUM up 30% ($132.4M -> $172.2M). IAPD ↗

$172.2M RAUM · 5 reps · 561-971-3939 · nexwealthllc.com

AVAIL INVESTMENT PARTNERS, LLC — reported RAUM up 33% ($138.6M -> $184.5M). IAPD ↗

$184.5M RAUM · 6 reps · 814-996-7206

ENZA FINANCIAL, LLC — reported RAUM up 31% ($146.5M -> $191.2M). IAPD ↗

$191.2M RAUM · 4 reps · 216-236-0700 · enzafinancial.com

KERUSSO CAPITAL MANAGEMENT, LLC — reported RAUM up 31% ($169.2M -> $222.4M). IAPD ↗

$222.4M RAUM · 2 reps · 404-226-2537

SHELLMAN INVESTMENT MANAGEMENT, LLC — reported RAUM up 33% ($157.3M -> $209.6M). IAPD ↗

$209.6M RAUM · 3 reps · (786) 655-6180 · shellmaninvest.com

BUCHANAN WEALTH MANAGEMENT — reported RAUM up 35% ($157.3M -> $212.0M). IAPD ↗

$212.0M RAUM · 2 reps · 703-956-2633

HDA WEALTH MANAGEMENT, LLC — reported RAUM up 34% ($119.1M -> $159.1M). IAPD ↗

$159.1M RAUM · 2 reps · 330-980-0741 · hdawealth.com

ENTELEVEST, LLC — reported RAUM up 33% ($110.3M -> $147.0M). IAPD ↗

$147.0M RAUM · 2 reps · 305-390-4197

CONWAY PARTNERS — reported RAUM up 34% ($124.2M -> $166.3M). IAPD ↗

$166.3M RAUM · 2 reps · 775-971-8392 · conwaypartners.com

CROWN POINT WEALTH ADVISORS — reported RAUM up 31% ($141.5M -> $185.5M). IAPD ↗

$185.5M RAUM · 3 reps · 541-386-2792

BROOKLINE WEALTH, LLC — reported RAUM up 32% ($113.1M -> $149.0M). IAPD ↗

$149.0M RAUM · 1 reps · 512-222-9169 · brooklinewealth.com

WILIAN SECURITIES, LLC — reported RAUM up 34% ($143.8M -> $192.7M). IAPD ↗

$192.7M RAUM · 7 reps · 651-243-0535 · wilianfinancial.com

TRIO WEALTH MANAGEMENT, LLC — reported RAUM up 32% ($101.4M -> $134.0M). IAPD ↗

$134.0M RAUM · 3 reps · (703) 459-9171 · triowm.com

DEGREEN PRIVATE WEALTH, LLC — reported RAUM up 32% ($100.3M -> $132.8M). IAPD ↗

$132.8M RAUM · 1 reps · 440-409-6352 · degreenprivatewealth.com

STRIVE FINANCIAL GROUP, LLC — reported RAUM up 31% ($188.0M -> $246.7M). IAPD ↗

$246.7M RAUM · 8 reps · (317) 590-0146 · firefighterfinancialadvisor.com

PROSPER PRIVATE WEALTH — reported RAUM up 34% ($112.7M -> $150.8M). IAPD ↗

$150.8M RAUM · 2 reps · 888-404-3042 · prosperpw.com

CANTERBURY CAPITAL WEALTH MANAGEMENT, LLC — reported RAUM up 31% ($100.5M -> $132.1M). IAPD ↗

$132.1M RAUM · 2 reps · 205-534-1310 · canterburycapitalwealth.com

RDM CAPITAL ASSOCIATES INC — reported RAUM up 29% ($127.6M -> $164.5M). IAPD ↗

$164.5M RAUM · 3 reps · 732-576-1671

HANSEATIC MANAGEMENT SERVICES INC — reported RAUM up 30% ($134.0M -> $174.0M). IAPD ↗

$174.0M RAUM · 4 reps · 505-828-2824

OHIGGINS ASSET MANAGEMENT INC — reported RAUM up 28% ($152.3M -> $194.8M). IAPD ↗

$194.8M RAUM · 2 reps · 305-861-1883 · ohiggins.com

MEADOWBROOK WEALTH MANAGEMENT, LLC — reported RAUM up 28% ($86.2M -> $110.1M). IAPD ↗

$110.1M RAUM · 2 reps · 888-888-5250 · meadowbrookwealth.com

SUMMIT PORTFOLIO MANAGEMENT LLC — reported RAUM up 26% ($169.7M -> $214.0M). IAPD ↗

$214.0M RAUM · 5 reps · 702-838-9999

J. MARK NICKELL & CO. — reported RAUM up 27% ($115.4M -> $146.4M). IAPD ↗

$146.4M RAUM · 3 reps · 615-371-6622 · jmarknickell.com

GARLIKOV ADVISORS INC — reported RAUM up 26% ($165.3M -> $207.6M). IAPD ↗

$207.6M RAUM · 4 reps · 614-221-0900 · garlikovcompanies.com

ALTIUS FINANCIAL, INC. — reported RAUM up 26% ($168.1M -> $212.2M). IAPD ↗

$212.2M RAUM · 2 reps · 303-584-9271

WHITE ROCK CAPITAL — reported RAUM up 26% ($172.3M -> $217.4M). IAPD ↗

$217.4M RAUM · 2 reps · 214-526-1465

J M BROWN FINANCIAL PARTNERS — reported RAUM up 28% ($158.0M -> $202.1M). IAPD ↗

$202.1M RAUM · 5 reps · 918-496-5460 · perfectcalendar.com

CORE ALPHA, INC. — reported RAUM up 30% ($112.8M -> $146.1M). IAPD ↗

$146.1M RAUM · 3 reps · 585-235-3600

INCOME & ASSET ADVISORY, INC. — reported RAUM up 28% ($136.1M -> $174.8M). IAPD ↗

$174.8M RAUM · 3 reps · 914-273-6800 · theadvisory.com

KOON FINANCIAL PLANNING & CONSULTING/KFP&C — reported RAUM up 28% ($114.5M -> $146.9M). IAPD ↗

$146.9M RAUM · 1 reps · 317-887-1714 · koonfinancial.com; https

LEGACY WEALTH ADVISORS, LLC — reported RAUM up 30% ($137.5M -> $178.3M). IAPD ↗

$178.3M RAUM · 4 reps · (408) 452-7700 · legacywealthadvisorsllc.com

NEW ENGLAND SCHOONER, INC. — reported RAUM up 26% ($130.8M -> $165.2M). IAPD ↗

$165.2M RAUM · 4 reps · 978-977-4757 · neschooner.com

EDGEWATER PRO SPORTS FINANCIAL — reported RAUM up 25% ($180.0M -> $225.0M). IAPD ↗

$225.0M RAUM · 2 reps · 440-934-2195 · epsf.com

ARGENT WEALTH MANAGEMENT, INC. — reported RAUM up 25% ($137.8M -> $172.4M). IAPD ↗

$172.4M RAUM · 1 reps · 512-238-6883 · awmtx.com

OPEN FIELD CAPITAL LLC — reported RAUM up 28% ($162.8M -> $208.1M). IAPD ↗

$208.1M RAUM · 4 reps · 646-380-6611 · ofcap.com

CURTIS FINANCIAL PLANNING — reported RAUM up 26% ($129.6M -> $163.5M). IAPD ↗

$163.5M RAUM · 1 reps · (510) 451-3528 · curtisfinancialplanning.com

SCHAFFER & COMPANY ASSET MANAGEMENT, INC. — reported RAUM up 30% ($70.0M -> $90.8M). IAPD ↗

$90.8M RAUM · 1 reps · 585-563-8626 · gregoryschaffer.com

MANGAN WEALTH MANAGEMENT — reported RAUM up 28% ($173.0M -> $222.0M). IAPD ↗

$222.0M RAUM · 2 reps · 206-441-1980 · manganwm.com

APOLLO WEALTH MANAGEMENT, LLC — reported RAUM up 25% ($31.3M -> $39.3M). IAPD ↗

$39.3M RAUM · 1 reps · 716-783-1610 · apollowm.com

SUNDOWNER CAPITAL MANAGEMENT LLC — reported RAUM up 29% ($77.5M -> $99.7M). IAPD ↗

$99.7M RAUM · 1 reps · 5413893311 · sundownercapital.com

TAX EFFICIENT ASSET MANAGEMENT SOLUTION, INC. — reported RAUM up 29% ($114.5M -> $148.3M). IAPD ↗

$148.3M RAUM · 2 reps · 949-878-9400 · familyofficeria.com

INFINIUM INVESTMENT ADVISORS, LLC — reported RAUM up 29% ($101.7M -> $131.4M). IAPD ↗

$131.4M RAUM · 2 reps · 720- 253-1818 · infiniumadvisors.com

BERKELEY CAPITAL MANAGEMENT, LLC — reported RAUM up 28% ($100.0M -> $128.5M). IAPD ↗

$128.5M RAUM · 3 reps · (785) 472-2375 · berkeleycapitalmanagement.com

INTEGRITY WEALTH MANAGEMENT, INC. — reported RAUM up 29% ($126.7M -> $163.2M). IAPD ↗

$163.2M RAUM · 2 reps · 509-315-9532 · integritywm.net

REYES FINANCIAL ARCHITECTURE INC. — reported RAUM up 25% ($156.8M -> $196.2M). IAPD ↗

$196.2M RAUM · 4 reps · 858-597-1966 · reyesplan.com

QUEST 10 WEALTH BUILDERS, INC. — reported RAUM up 27% ($187.7M -> $237.7M). IAPD ↗

$237.7M RAUM · 8 reps · 919-552-4286 · completefinancialsolutions.org

MOUNTAIN VIEW STRATEGIC WEALTH, LLC — reported RAUM up 29% ($48.5M -> $62.5M). IAPD ↗

$62.5M RAUM · 1 reps · 845-834-4343 · mvswealth.com

SAGE HILL CAPITAL — reported RAUM up 30% ($165.3M -> $214.3M). IAPD ↗

$214.3M RAUM · 2 reps · 888-988-5623 · sagehillcapital.com

JEFFREY MATTHEWS WEALTH MANAGEMENT, LLC — reported RAUM up 27% ($127.2M -> $161.7M). IAPD ↗

$161.7M RAUM · 14 reps · 888-467-3636 · jeffreymatthews.com

GEREMIA FINANCIAL SERVICES, LLC — reported RAUM up 28% ($103.4M -> $132.2M). IAPD ↗

$132.2M RAUM · 0 reps · 732-738-5678 · geremiafinancial.com

AMPHORA WEALTH MANAGEMENT, LLC — reported RAUM up 30% ($151.3M -> $196.2M). IAPD ↗

$196.2M RAUM · 3 reps · (919) 240-6111 · amphorawealth.com

SEABORN FINANCIAL, LLC — reported RAUM up 29% ($117.3M -> $151.3M). IAPD ↗

$151.3M RAUM · 3 reps · 512-814-7258 · seabornfinancial.co

HERITAGE WEALTH MANAGEMENT — reported RAUM up 30% ($118.3M -> $153.2M). IAPD ↗

$153.2M RAUM · 2 reps · 800-620-9330

WACKER & ASSOCIATES, INC. — reported RAUM up 27% ($141.7M -> $180.2M). IAPD ↗

$180.2M RAUM · 3 reps · 507-847-3886

EASTSOUND CAPITAL ADVISORS, LLC — reported RAUM up 28% ($167.7M -> $214.6M). IAPD ↗

$214.6M RAUM · 6 reps · 360-317-4688

INTRINSIC VALUE PARTNERS, LLC — reported RAUM up 25% ($176.0M -> $220.6M). IAPD ↗

$220.6M RAUM · 2 reps · (480) 522-2032 · ivpaz.com

FELTL ADVISORS — reported RAUM up 25% ($132.4M -> $165.6M). IAPD ↗

$165.6M RAUM · 15 reps · 612-492-8800 · feltladvisors.com

CASCADE FINANCIAL STRATEGIES — reported RAUM up 25% ($120.5M -> $150.9M). IAPD ↗

$150.9M RAUM · 3 reps · 541-678-5475 · cascadefs.com

DAVIDOV FINANCIAL COACHING, LLC — reported RAUM up 27% ($112.9M -> $143.8M). IAPD ↗

$143.8M RAUM · 2 reps · (516) 587-5550 · davidovfinancial.com

STASH WEALTH, LLC — reported RAUM up 26% ($41.1M -> $51.7M). IAPD ↗

$51.7M RAUM · 2 reps · 212-913-9904 · stashwealth.com

INVESTORS MOSAIC — reported RAUM up 29% ($148.4M -> $192.1M). IAPD ↗

$192.1M RAUM · 2 reps · (617) 272-0006 · investorsmosaic.com

ARBOR WEALTH MANAGEMENT, LLC — reported RAUM up 29% ($107.3M -> $138.1M). IAPD ↗

$138.1M RAUM · 2 reps · 480-818-8300

THIELEN CAPITAL CORPORATION — reported RAUM up 25% ($100.4M -> $126.0M). IAPD ↗

$126.0M RAUM · 1 reps · 949-293-8345 · thielencapital.com

360 FINANCIAL PARTNERS, LLC — reported RAUM up 30% ($159.2M -> $206.5M). IAPD ↗

$206.5M RAUM · 3 reps · 843-216-1077

NOVA WEALTH MANAGEMENT, INC. — reported RAUM up 30% ($191.0M -> $247.5M). IAPD ↗

$247.5M RAUM · 7 reps · 239-444-1794 · novawealthmanagement.com

MACKAY FINANCIAL PLANNING, LLC — reported RAUM up 26% ($140.1M -> $176.0M). IAPD ↗

$176.0M RAUM · 2 reps · 417-268-9191 · mackayfinancialplanning.com

LEHMANN, LIVIAN, FRIDSON ADVISORS, LLC — reported RAUM up 25% ($67.3M -> $84.2M). IAPD ↗

$84.2M RAUM · 2 reps · 212-319-8903 · llfadvisors.com

LEVIN FUNDING GROUP LLC — reported RAUM up 28% ($168.2M -> $215.4M). IAPD ↗

$215.4M RAUM · 2 reps · 520-751-2000 · levinfunding.com

BLAIR HALL ADVISORS, LLC — reported RAUM up 30% ($106.9M -> $138.8M). IAPD ↗

$138.8M RAUM · 2 reps · (206) 397-0325 · blairhalladvisors.com

FORTUNE 45, LLC. — reported RAUM up 26% ($188.7M -> $237.7M). IAPD ↗

$237.7M RAUM · 3 reps · 225-614-9599

SOUNDHAVEN CAPITAL MANAGEMENT — reported RAUM up 27% ($159.4M -> $202.1M). IAPD ↗

$202.1M RAUM · 2 reps · 818-292-1474 · soundhavencapital.com

UCAP AMERICAS — reported RAUM up 25% ($165.9M -> $208.2M). IAPD ↗

$208.2M RAUM · 7 reps · 646-809-3600

STRATACORE CAPITAL MANAGEMENT, LLC. — reported RAUM up 25% ($77.5M -> $97.0M). IAPD ↗

$97.0M RAUM · 2 reps · 646-846-6500 · stratacoremgmt.com

GUARDSMAN PRIVATE CAPITAL MANAGEMENT, INC. — reported RAUM up 29% ($161.6M -> $207.9M). IAPD ↗

$207.9M RAUM · 2 reps · 941-349-9200

BROADVIEW WEALTH MANAGEMENT, LLC — reported RAUM up 26% ($122.5M -> $154.9M). IAPD ↗

$154.9M RAUM · 1 reps · 425-326-1120 · broadviewwealth.com

COSTELLO FINANCIAL PLANNING, INC. — reported RAUM up 29% ($168.1M -> $217.1M). IAPD ↗

$217.1M RAUM · 2 reps · 847-894-2067 · costellofinancialplanning.com

BAYNTREE WEALTH ADVISORS, LLC — reported RAUM up 26% ($191.7M -> $241.1M). IAPD ↗

$241.1M RAUM · 6 reps · 480.494.2750 · bayntree.com

LEGACY WEALTH ADVISORS, LLC — reported RAUM up 29% ($102.8M -> $132.3M). IAPD ↗

$132.3M RAUM · 2 reps · 586-273-0072

CULTIVATING WEALTH — reported RAUM up 26% ($166.6M -> $209.8M). IAPD ↗

$209.8M RAUM · 5 reps · (646) 693-7451

ARES FINANCIAL CONSULTING LLC — reported RAUM up 26% ($193.3M -> $243.9M). IAPD ↗

$243.9M RAUM · 3 reps · 818-986-1479

SONNET, LLC — reported RAUM up 26% ($117.5M -> $148.4M). IAPD ↗

$148.4M RAUM · 4 reps · 281-404-4346 · sonnetinvest.com

CAPITAL ENDURANCE GROUP, INC — reported RAUM up 29% ($84.5M -> $108.8M). IAPD ↗

$108.8M RAUM · 2 reps · 470-375-6663 · pauldelaney.com

SJHL FINANCIAL GROUP — reported RAUM up 26% ($138.7M -> $174.5M). IAPD ↗

$174.5M RAUM · 4 reps · 620-241-1826

NEST EGG — reported RAUM up 30% ($101.6M -> $131.7M). IAPD ↗

$131.7M RAUM · 9 reps · 888-345-2163 · mybanknestegg.com

OUTBOUND FINANCIAL — reported RAUM up 28% ($117.7M -> $151.2M). IAPD ↗

$151.2M RAUM · 1 reps · (720) 642-9701 · outboundfinancial.com

VILLANOVA INVESTMENT MANAGEMENT COMPANY, LLC — reported RAUM up 26% ($114.0M -> $143.9M). IAPD ↗

$143.9M RAUM · 3 reps · 267-923-0004 · villanovainvestco.com

T.M. WEALTH MANAGEMENT — reported RAUM up 29% ($162.8M -> $209.8M). IAPD ↗

$209.8M RAUM · 3 reps · (703) 537-8351

ONE WEALTH INVESTORS — reported RAUM up 26% ($153.2M -> $193.5M). IAPD ↗

$193.5M RAUM · 4 reps · (561) 289-8105 · onewealthinvestors.com

BOYCE & ASSOCIATES WEALTH CONSULTING, INC. — reported RAUM up 26% ($194.3M -> $244.6M). IAPD ↗

$244.6M RAUM · 6 reps · 512-522-4838

ACRYLIC FINANCIAL, INC. — reported RAUM up 26% ($58.4M -> $73.5M). IAPD ↗

$73.5M RAUM · 21 reps · 833-422-7954 · acrylicfinancial.com

PROCORE ADVISORS, LLC — reported RAUM up 30% ($110.9M -> $143.7M). IAPD ↗

$143.7M RAUM · 3 reps · 949-339-2990

RETIREMENT PLANNING SERVICES — reported RAUM up 25% ($196.6M -> $246.0M). IAPD ↗

$246.0M RAUM · 2 reps · (865) 220-9311

PRISM PLANNING PARTNERS — reported RAUM up 26% ($191.4M -> $241.5M). IAPD ↗

$241.5M RAUM · 4 reps · (847) 250-9870

JM2 CAPITAL INC. — reported RAUM up 28% ($186.4M -> $238.4M). IAPD ↗

$238.4M RAUM · 3 reps · (405) 285-2878

STITES FINANCIAL CONSULTING — reported RAUM up 26% ($105.2M -> $132.3M). IAPD ↗

$132.3M RAUM · 2 reps · 916-601-1992 · stitesfc.com

BEYOND WEALTH MANAGEMENT GROUP, LLC — reported RAUM up 30% ($107.4M -> $139.4M). IAPD ↗

$139.4M RAUM · 3 reps · 845-750-6213 · beyondwm.com

THE PENSION GROUP — reported RAUM up 28% ($142.0M -> $182.4M). IAPD ↗

$182.4M RAUM · 3 reps · 614-423-4600 · thepensiongroup.com

CANNON ADVISORS — reported RAUM up 28% ($142.4M -> $181.6M). IAPD ↗

$181.6M RAUM · 5 reps · 704-820-8393

SPARK FINANCIAL ADVISORS — reported RAUM up 27% ($115.8M -> $147.1M). IAPD ↗

$147.1M RAUM · 4 reps · 804-451-1210

EVER GREEN WEALTH MANAGEMENT, LLC — reported RAUM up 27% ($63.1M -> $80.3M). IAPD ↗

$80.3M RAUM · 1 reps · 585-742-0271

CAPITAL ADVISOR NETWORK — reported RAUM up 25% ($99.5M -> $124.5M). IAPD ↗

$124.5M RAUM · 9 reps · 765-588-1647

SAVIOR WEALTH — reported RAUM up 26% ($111.5M -> $140.2M). IAPD ↗

$140.2M RAUM · 2 reps · 8889728467

EUDAIMONIA ASSET MANAGEMENT, LLC — reported RAUM up 27% ($194.8M -> $246.9M). IAPD ↗

$246.9M RAUM · 2 reps · 931-968-1127

MERITED WEALTH, LLC — reported RAUM up 30% ($143.4M -> $186.1M). IAPD ↗

$186.1M RAUM · 4 reps · 305.722.0091 · satwealthman.com

FIDUCIARY WEALTH GROUP, LLC — reported RAUM up 27% ($140.0M -> $178.0M). IAPD ↗

$178.0M RAUM · 3 reps · 855-560-7171 · fiduciarywealthgroup.com

BRENTVIEW INVESTMENT MANAGEMENT, LLC — reported RAUM up 26% ($185.9M -> $233.4M). IAPD ↗

$233.4M RAUM · 4 reps · 312-283-4450

OAK CREST ADVISORY, LLC — reported RAUM up 29% ($70.0M -> $90.2M). IAPD ↗

$90.2M RAUM · 3 reps · 585-507-1681 · oakcrestadvisory.com

CAPITAL CS GROUP, LLC — reported RAUM up 30% ($175.4M -> $227.3M). IAPD ↗

$227.3M RAUM · 3 reps · 949-447-5405

PARABLE WEALTH ADVISORS — reported RAUM up 25% ($140.9M -> $176.3M). IAPD ↗

$176.3M RAUM · 4 reps · (904) 420-0008 · parableadvisors.com

EUDAIMONIA WEALTH — reported RAUM up 25% ($28.5M -> $35.8M). IAPD ↗

$35.8M RAUM · 1 reps · (716) 362-1182 · eudwealth.com

INDEPENDENCE WEALTH ADVISORS, LLC — reported RAUM up 29% ($162.8M -> $210.3M). IAPD ↗

$210.3M RAUM · 5 reps · 216-268-3888 · iwadirect.com

BRIAN LOW FINANCIAL GROUP, LLC — reported RAUM up 30% ($184.2M -> $239.3M). IAPD ↗

$239.3M RAUM · 4 reps · 225-292-4225 · brianlowfinancial.com

SECFI ADVISORY LIMITED — reported RAUM up 30% ($174.0M -> $225.9M). IAPD ↗

$225.9M RAUM · 9 reps · (707) 652-9961

COMPLETE ADVISORS — reported RAUM up 25% ($67.3M -> $84.2M). IAPD ↗

$84.2M RAUM · 2 reps · 516-240-6161 · completeadvisors.com

EVOLUTION WEALTH MANAGEMENT INC. — reported RAUM up 28% ($134.5M -> $171.7M). IAPD ↗

$171.7M RAUM · 4 reps · 239-771-8696

PARKVIEW ASSET MANAGEMENT, INC. — reported RAUM up 28% ($160.5M -> $206.1M). IAPD ↗

$206.1M RAUM · 2 reps · (708) 481-4000 · wpn360.com

DELTA WEALTH ADVISORS LLC — reported RAUM up 26% ($120.5M -> $151.8M). IAPD ↗

$151.8M RAUM · 2 reps · 317-735-6445

WEALTHPLANS, LLC — reported RAUM up 27% ($173.1M -> $219.6M). IAPD ↗

$219.6M RAUM · 1 reps · 301-695-2800

MARKIN ASSET MANAGEMENT, LP — reported RAUM up 27% ($120.3M -> $152.5M). IAPD ↗

$152.5M RAUM · 2 reps · 914-269-2338

VITA PLANNING GROUP LLC — reported RAUM up 30% ($64.6M -> $83.7M). IAPD ↗

$83.7M RAUM · 5 reps · 650-567-9300 · vita401k.com

MAIDEN COVE CAPITAL — reported RAUM up 26% ($122.3M -> $153.7M). IAPD ↗

$153.7M RAUM · 2 reps · 207-482-3840 · maidencove.com

PARVIN ASSET MANAGEMENT, LLC — reported RAUM up 27% ($141.0M -> $179.0M). IAPD ↗

$179.0M RAUM · 3 reps · (610) 806-9001 · parvinam.com

GRAMERCY STRATEGIC CAPITAL LLC — reported RAUM up 26% ($197.3M -> $247.9M). IAPD ↗

$247.9M RAUM · 1 reps · 917-272-7036 · gramercysc.com

STRADA FINANCIAL GROUP LLC — reported RAUM up 26% ($125.9M -> $159.2M). IAPD ↗

$159.2M RAUM · 2 reps · 503-667-5355 · stradafg.com

CROSS BORDER FINANCIAL PLANNING USA LLC — reported RAUM up 28% ($114.7M -> $147.2M). IAPD ↗

$147.2M RAUM · 3 reps · 267-946-1099

THE WEALTH BOUTIQUE — reported RAUM up 28% ($94.1M -> $120.8M). IAPD ↗

$120.8M RAUM · 11 reps · 908-955-0077 · clarityfinsolutions.com

JANSEN WEALTH MANAGEMENT LLC — reported RAUM up 26% ($104.7M -> $132.3M). IAPD ↗

$132.3M RAUM · 2 reps · 715-481-0499

BEST LIFE INFINITY, LLC — reported RAUM up 25% ($38.5M -> $48.2M). IAPD ↗

$48.2M RAUM · 6 reps · 719-966-1985

ICW HOLDINGS, LLC — reported RAUM up 26% ($107.7M -> $136.2M). IAPD ↗

$136.2M RAUM · 5 reps · 347-413-4750 · icwinvest.co

ASSET MANAGEMENT GROUP — reported RAUM up 29% ($155.7M -> $200.1M). IAPD ↗

$200.1M RAUM · 3 reps · 678-792-5855 · assetmg-inc.com

STAGE WEALTH MANAGEMENT, INC. — reported RAUM up 26% ($82.3M -> $103.5M). IAPD ↗

$103.5M RAUM · 3 reps · 844-782-4396 · stagewealthmanagement.com

MONTHIE WEALTH ADVISORS — reported RAUM up 29% ($55.3M -> $71.1M). IAPD ↗

$71.1M RAUM · 2 reps · 518-786-3534

LEGACY SOLUTIONS, LLC — reported RAUM up 26% ($192.8M -> $243.8M). IAPD ↗

$243.8M RAUM · 3 reps · 610-444-9920 · legacysolutions.org

UNIFY FINANCIAL ADVISORS — reported RAUM up 26% ($123.7M -> $155.8M). IAPD ↗

$155.8M RAUM · 2 reps · 727-306-0299 · unifyfa.com

ATLAS — reported RAUM up 27% ($121.3M -> $153.9M). IAPD ↗

$153.9M RAUM · 5 reps · 805-557-8713

BROADWAY ADVISOR GROUP — reported RAUM up 29% ($166.6M -> $214.9M). IAPD ↗

$214.9M RAUM · 3 reps · 518-477-3626 · sgroiwealth.com

INFINITY ADVISORY GROUP — reported RAUM up 26% ($102.7M -> $128.9M). IAPD ↗

$128.9M RAUM · 3 reps · 269-888-2301 · infinity-advisory.com

POINTER FINANCIAL ADVISORS LLC — reported RAUM up 27% ($139.4M -> $176.4M). IAPD ↗

$176.4M RAUM · 2 reps · 301-804-0250 · pointeradvisors.com

RIGDEN CAPITAL STRATEGIES — reported RAUM up 25% ($104.1M -> $130.1M). IAPD ↗

$130.1M RAUM · 6 reps · 303-351-1618

WATERCOLOR FINANCIAL — reported RAUM up 27% ($184.8M -> $234.8M). IAPD ↗

$234.8M RAUM · 3 reps · 512-250-1544 · watercolorfinancial.com

TIDE COVE CAPITAL PARTNERS LLC — reported RAUM up 29% ($142.1M -> $183.1M). IAPD ↗

$183.1M RAUM · 2 reps · 858-224-3507 · tidecovecapital.com

MURPHY & MULLICK CAPITAL MANAGEMENT CORP — reported RAUM up 28% ($136.3M -> $174.1M). IAPD ↗

$174.1M RAUM · 2 reps · 631-257-0080 · mmcmgmt.com

RDG CAPITAL MANAGEMENT LLC — reported RAUM up 26% ($104.8M -> $131.8M). IAPD ↗

$131.8M RAUM · 3 reps · 585-673-2690 · rdgcapitalmanagement.com

FCIG WEALTH MANAGEMENT, LLC — reported RAUM up 29% ($107.3M -> $138.4M). IAPD ↗

$138.4M RAUM · 4 reps · 877-420-5234 · fcigglobal.com

EXPRESSIVE WEALTH LLC — reported RAUM up 26% ($131.1M -> $165.2M). IAPD ↗

$165.2M RAUM · 9 reps · 847-595-8812 · expressivewealth.com

917 ADVISORY SERVICES LLC — reported RAUM up 29% ($130.2M -> $167.5M). IAPD ↗

$167.5M RAUM · 3 reps · 509-328-5627 · johnschram.com

PLANWISER FINANCIAL — reported RAUM up 26% ($134.1M -> $169.1M). IAPD ↗

$169.1M RAUM · 2 reps · 719-822-0808 · planwiser.com

WAYVE CAPITAL MANAGEMENT, LLC — reported RAUM up 29% ($136.2M -> $175.1M). IAPD ↗

$175.1M RAUM · 3 reps · 215-834-0615 · wayvecapital.com

EXIT WEALTH ADVISORS — reported RAUM up 30% ($187.2M -> $243.2M). IAPD ↗

$243.2M RAUM · 3 reps · 404-474-8513 · exitwealth.com

ELLIS FINANCIAL PLANNING — reported RAUM up 29% ($140.5M -> $180.7M). IAPD ↗

$180.7M RAUM · 3 reps · 931-905-0050

STATERA WEALTH MANAGEMENT — reported RAUM up 27% ($145.0M -> $184.7M). IAPD ↗

$184.7M RAUM · 4 reps · 435-673-6350 · staterawealth.com

VIAQUEST ADVISORS LLC — reported RAUM up 26% ($138.8M -> $174.4M). IAPD ↗

$174.4M RAUM · 3 reps · 281-335-7609 · viaquestfinancial.com

THE BREIT GROUP — reported RAUM up 29% ($102.2M -> $131.6M). IAPD ↗

$131.6M RAUM · 1 reps · (704) 502-6069 · thebreitgroup.com

FORS FINANCIAL — reported RAUM up 26% ($107.3M -> $134.9M). IAPD ↗

$134.9M RAUM · 2 reps · 360-457-6116 · forsfinancialconsulting.com

HOOVER PRIVATE WEALTH, LLC — reported RAUM up 30% ($132.0M -> $171.3M). IAPD ↗

$171.3M RAUM · 2 reps · (248) 298-4000 · hooverprivatewealth.com

KAHN FINANCIAL GROUP — began participating in a wrap-fee program. IAPD ↗

$122.6M RAUM · 2 reps · 727-797-5551

DOLAN CAPITAL ADVISORS, LLC — began participating in a wrap-fee program. IAPD ↗

$179.1M RAUM · 2 reps · (704) 887-4969

FIRST AMERICAN ASSET ADVISORY, LLC — began participating in a wrap-fee program. IAPD ↗

$191.8M RAUM · 6 reps · (516) 622-3100 · firstaaa.com

STRATEGIC ADVISORY SERVICES — began participating in a wrap-fee program. IAPD ↗

$201.2M RAUM · 8 reps · 901-751-2025 · saswealthadvisors.com

CAPSTAR FINANCIAL SERVICES LLC — began participating in a wrap-fee program. IAPD ↗

$207.8M RAUM · 3 reps · (512) 215-9030 · capstarfinancial.com

ALINEA ADVISORY SERVICES LLC — began participating in a wrap-fee program. IAPD ↗

$66.6M RAUM · 1 reps · 516-469-9482

PONTA WEALTH PARTNERS, LLC — began participating in a wrap-fee program. IAPD ↗

$208.4M RAUM · 1 reps · 407-490-4820 · pontawealth.com

CROSSGEN WEALTH LLC — began participating in a wrap-fee program. IAPD ↗

$222.8M RAUM · 3 reps · 252-262-7301 · crossgenwealth.com

DESTINY FAMILY OFFICE — began participating in a wrap-fee program. IAPD ↗

$0 RAUM · 7 reps · 844-357-1120 · destinyfamilyoffice.com

TWENTY-FIVE CAPITAL PARTNERS — began participating in a wrap-fee program. IAPD ↗

$54.6M RAUM · 3 reps · 9255776909 · twenty-fivecapital.com

GOLDEN SPARK INSIGHTS — (FAIRFAX, VA) is newly SEC-registered with $400.0M RAUM and 1 advisory reps. IAPD ↗institutional

$400.0M RAUM · 1 reps · 508-981-2447 · goldensparkinsight.com

VALLIANCE ASSET MANAGEMENT LLC — (CHICAGO, IL) is newly SEC-registered with $123.0M RAUM and 1 advisory reps. IAPD ↗institutional

$123.0M RAUM · 1 reps · +1 312 573 5677 · valliance.com

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

MCD-KISSNER GP, LLC — (OVERLAND PARK, KS) is newly SEC-registered with $1.02B RAUM and 5 advisory reps. IAPD ↗fund

$1.02B RAUM · 5 reps · 913-253-2225

FMAC MANAGEMENT LLC — (NEW YORK, NY) is newly SEC-registered (provisional 120-day approval) with $0 RAUM and 4 advisory reps. IAPD ↗institutional

$0 RAUM · 4 reps · 212-798-6100 · fortress.com

CANTOR FITZGERALD ENERGY ADVISORS, LLC — (NEW YORK, NY) is newly SEC-registered with $0 RAUM and 2 advisory reps. IAPD ↗institutional

$0 RAUM · 2 reps · 212-915-1722

FINCADIA ADVISORS LLC — (MELVILLE, NY) is newly SEC-registered with $1.00B RAUM and 3 advisory reps. IAPD ↗fund

$1.00B RAUM · 3 reps · 646-292-5001

THE ENERGY & MINERALS GROUP LP — (HOUSTON, TX) is newly SEC-registered with $12.02B RAUM and 12 advisory reps. IAPD ↗fund

$12.02B RAUM · 12 reps · 713-579-5000 · emgtx.com

ARISTOTLE PACIFIC CLO ADVISER III, LLC — (NEWPORT BEACH, CA) is newly SEC-registered with $0 RAUM and 22 advisory reps. IAPD ↗institutional

$0 RAUM · 22 reps · (949) 681-2100

TERMINAL — (location n/a) is newly SEC-registered (provisional 120-day approval) with $0 RAUM and 4 advisory reps. IAPD ↗institutional

$0 RAUM · 4 reps · 3479242009 · tryterminal.ai

REINOVA CAPITAL ADVISORS LLC — (GREENWICH, CT) is newly SEC-registered (provisional 120-day approval) with $0 RAUM and 3 advisory reps. IAPD ↗institutional

$0 RAUM · 3 reps · +1 917-623-6635

37SPRUCE INVESTMENT PARTNERS, LLC — (GREENWICH, CT) is newly SEC-registered (provisional 120-day approval) with $0 RAUM and 4 advisory reps. IAPD ↗institutional

$0 RAUM · 4 reps · 203-961-3113 · 37spruce.com

AJAX HEALTH MANAGEMENT COMPANY, LLC — (MENLO PARK, CA) is newly SEC-registered (provisional 120-day approval) with $0 RAUM and 13 advisory reps. IAPD ↗institutional

$0 RAUM · 13 reps · 800-991-6564 · ajaxhealth.com

FREIF ADVISORS LLC — (DENVER, CO) is newly SEC-registered with $0 RAUM and 29 advisory reps. IAPD ↗institutional

$0 RAUM · 29 reps · 303-501-8860 · forumig.com

OPTIMAL TAX ASSET MANAGEMENT — (BELLEVUE, WA) is newly SEC-registered (provisional 120-day approval) with $0 RAUM and 2 advisory reps. IAPD ↗institutional

$0 RAUM · 2 reps · (425)-523-1044 · optimaltaxinc.com

THE OPERATORS FUND INVESTMENT MANAGEMENT, L.P. — (NEW YORK, NY) is newly SEC-registered (provisional 120-day approval) with $0 RAUM and 2 advisory reps. IAPD ↗institutional

$0 RAUM · 2 reps · (914) 361-5146

POLEN INTERNATIONAL EQUITY LLC — (BOCA RATON, FL) is newly SEC-registered with $0 RAUM and 4 advisory reps. IAPD ↗institutional

$0 RAUM · 4 reps · (561) 241-2425 · polencapital.com

BERENSON CAPITAL MANAGEMENT, 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 · (212) 935 7676

ANDRA CAPITAL LLC — (SAN FRANCISCO, CA) is newly SEC-registered with $476.5M RAUM and 5 advisory reps. IAPD ↗fund

$476.5M RAUM · 5 reps · 415-812-7019

BICYCLE CAPITAL — (COCONUT GROVE, FL) is newly SEC-registered with $518.5M RAUM and 8 advisory reps. IAPD ↗fund

$518.5M RAUM · 8 reps · 1-917-902-2910 · bicycle.capital

CAPITAL Q MANAGEMENT LLC — (MAITLAND, FL) is newly SEC-registered with $93.4M RAUM and 2 advisory reps. IAPD ↗fund

$93.4M RAUM · 2 reps · 407-307-2277 · capitalqventures.com

RLH CAPITAL, LLC — (location n/a) is newly SEC-registered with $63.5M RAUM and 1 advisory reps. IAPD ↗fund

$63.5M RAUM · 1 reps · (561) 302-5183

MAROON PASS ADVISORS LP — (AUSTIN, TX) is newly SEC-registered with $178.6M RAUM and 2 advisory reps. IAPD ↗fund

$178.6M RAUM · 2 reps · 646-202-1584 · maroonpass.com

ALLEGRO MINERAL PARTNERS LLC — (HOUSTON, TX) is newly SEC-registered with $135.3M RAUM and 6 advisory reps. IAPD ↗fund

$135.3M RAUM · 6 reps · 832-895-7030 · allegrominerals.com

SUMMATION CAPITAL MANAGEMENT, L.P. — (NEW YORK, NY) is newly SEC-registered with $160.6M RAUM and 3 advisory reps. IAPD ↗fund

$160.6M RAUM · 3 reps · (646) 979-3627 · summationcapital.com

FIDEM CREDIT ADVISORS — (PHILADELPHIA, PA) is newly SEC-registered (provisional 120-day approval) with $0 RAUM and 5 advisory reps. IAPD ↗fund

$0 RAUM · 5 reps · (215) 413-3170

WAYCROSS GP, LLC — (LOUISVILLE, KY) is newly SEC-registered with $156.1M RAUM and 7 advisory reps. IAPD ↗fund

$156.1M RAUM · 7 reps · (502) 410-1900 · waycrosspartners.com

9 STREAM CAPITAL PARTNERS LLC — (LEAWOOD, KS) is newly SEC-registered with $73.9M RAUM and 2 advisory reps. IAPD ↗fund

$73.9M RAUM · 2 reps · 9135150271

QSO CAPITAL MANAGEMENT LLC — (FORT LAUDERDALE, FL) is newly SEC-registered (provisional 120-day approval) with $0 RAUM and 2 advisory reps. IAPD ↗fund

$0 RAUM · 2 reps · 732-332-2494 · qsocapital.com

M FINANCIAL INVESTMENT ADVISERS INC — crossed $1B in regulatory AUM ($937.9M -> $1.01B). IAPD ↗institutional

$1.01B RAUM · 0 reps · 503-232-6960 · mfin.com

CIFC INVESTMENT MANAGEMENT LLC — crossed $1B in regulatory AUM ($915.0M -> $1.04B). IAPD ↗institutional

$1.04B RAUM · 89 reps · 786-652-3250

VIKING FUND MANAGEMENT LLC — crossed $1B in regulatory AUM ($950.5M -> $1.15B). IAPD ↗institutional

$1.15B RAUM · 4 reps · 701-852-5292

CAPITAL IMPACT ADVISORS — crossed $1B in regulatory AUM ($201.2M -> $1.49B). IAPD ↗institutional

$1.49B RAUM · 4 reps · 617-279-0045 · ershares.com

MAIN MANAGEMENT FUND ADVISORS, LLC — crossed $1B in regulatory AUM ($582.1M -> $1.01B). IAPD ↗institutional

$1.01B RAUM · 25 reps · 415-217-5800 · mainmgtetfs.com

MAGNETAR ASSET MANAGEMENT LLC — crossed $1B in regulatory AUM ($209.0M -> $1.92B). IAPD ↗institutional

$1.92B RAUM · 26 reps · 847-905-4400 · magnetar.com

INVICTUS FIDUCIARY SERVICES, LLC — crossed $1B in regulatory AUM ($958.9M -> $1.01B). IAPD ↗institutional

$1.01B RAUM · 2 reps · (901) 260-1444 · invictusfiduciary.com

3(38) INVESTMENT FIDUCIARIES — crossed $1B in regulatory AUM ($842.6M -> $1.04B). IAPD ↗institutional

$1.04B RAUM · 3 reps · (818) 296-9529 · 338investmentfiduciaries.com

1WS CAPITAL ADVISORS, LLC — crossed $1B in regulatory AUM ($561.0M -> $1.14B). IAPD ↗institutional

$1.14B RAUM · 0 reps · 212-957-2500 · 1wscapital.com

TRUEMARK INVESTMENTS — crossed $1B in regulatory AUM ($761.8M -> $1.42B). IAPD ↗institutional

$1.42B RAUM · 3 reps · 877-774-8783 · true-shares.com

ICAPITAL REGISTERED FUND ADVISER LLC — crossed $1B in regulatory AUM ($917.9M -> $1.22B). IAPD ↗institutional

$1.22B RAUM · 21 reps · 212-994-7400 · icapitalnetwork.com

AC FUNDS, LLC — crossed $1B in regulatory AUM ($578.6M -> $1.03B). IAPD ↗institutional

$1.03B RAUM · 1 reps · 201-426-0081 · advisorscapfunds.com

OPHIR ASSET MANAGEMENT US LLC — crossed $1B in regulatory AUM ($964.9M -> $1.27B). IAPD ↗institutional

$1.27B RAUM · 5 reps · +1(720) 615-1165

PCIM REALTY ADVISORS, LLC — crossed $1B in regulatory AUM ($693.4M -> $1.22B). IAPD ↗institutional

$1.22B RAUM · 16 reps · 972-866-7577

POLYMER CAPITAL MANAGEMENT (US), LLC — crossed $1B in regulatory AUM ($802.5M -> $1.41B). IAPD ↗institutional

$1.41B RAUM · 20 reps · 646-660-0364

QUANTIX COMMODITIES LP — crossed $1B in regulatory AUM ($791.8M -> $1.95B). IAPD ↗institutional

$1.95B RAUM · 11 reps · 203-864-3388

ELECTRA CAPITAL — crossed $1B in regulatory AUM ($315.4M -> $1.45B). IAPD ↗institutional

$1.45B RAUM · 9 reps · (610) 977-2000

THEMES MANAGEMENT COMPANY LLC — crossed $1B in regulatory AUM ($844.5M -> $1.23B). IAPD ↗institutional

$1.23B RAUM · 4 reps · 6462061788 · themesetfs.com

KENNEDY LEWIS CAPITAL HOLDINGS LLC — crossed $1B in regulatory AUM ($869.6M -> $1.16B). IAPD ↗institutional

$1.16B RAUM · 42 reps · 212-782-3480 · klimllc.com

CRESCENT CAP NT ADVISORS, LLC — crossed $1B in regulatory AUM ($348.0M -> $1.11B). IAPD ↗institutional

$1.11B RAUM · 0 reps · 310-235-5900 · crescentprivatecredit.com

LUMINT CORPORATION — crossed $1B in regulatory AUM ($749.1M -> $3.67B). IAPD ↗institutional

$3.67B RAUM · 4 reps · 857-222-8131 · lumint.com

BOW RIVER ADVISERS, LLC — crossed $1B in regulatory AUM ($705.7M -> $1.16B). IAPD ↗institutional

$1.16B RAUM · 5 reps · (303) 861-8466 · bowriverevergreen.com

CANOPY CAPITAL GROUP — crossed $1B in regulatory AUM ($482.9M -> $1.32B). IAPD ↗institutional

$1.32B RAUM · 5 reps · 781-222-3972 · canopycapital.com

BCPC ADVISORS, LP — crossed $1B in regulatory AUM ($747.7M -> $1.74B). IAPD ↗institutional

$1.74B RAUM · 272 reps · 617-516-2318

ICAPITAL FUND ADVISORS LLC — crossed $1B in regulatory AUM ($99.1M -> $1.13B). IAPD ↗institutional

$1.13B RAUM · 27 reps · 212-994-7402 · icapital.com

TREMBLANT ADVISORS LP — crossed $1B in regulatory AUM ($146.6M -> $3.27B). IAPD ↗institutional

$3.27B RAUM · 10 reps · 212-303-7373 · tremblantetf.com

FPLF MANAGEMENT LLC — crossed $1B in regulatory AUM ($761.9M -> $1.49B). IAPD ↗institutional

$1.49B RAUM · 73 reps · 212-798-6100

AGILE INVESTMENT MANAGEMENT, LLC — crossed $1B in regulatory AUM ($746.4M -> $1.17B). IAPD ↗institutional

$1.17B RAUM · 6 reps · 917-969-8982 · agileim.com

FUNDSTRAT CAPITAL — crossed $1B in regulatory AUM ($901.0M -> $4.60B). IAPD ↗institutional

$4.60B RAUM · 2 reps · 212-293-7132 · fundstratcapital.com

TEMA ETFS LLC — crossed $1B in regulatory AUM ($308.0M -> $1.46B). IAPD ↗institutional

$1.46B RAUM · 8 reps · 443-222-1771 · temaetfs.com

FIRST TRYON ADVISORS — crossed $1B in regulatory AUM ($123.2M -> $1.01B). IAPD ↗institutional

$1.01B RAUM · 7 reps · 704-926-2453 · firsttryon.com

AUDAX PDB MANAGEMENT COMPANY, LLC — crossed $1B in regulatory AUM ($912.2M -> $1.17B). IAPD ↗institutional

$1.17B RAUM · 80 reps · 212-703-2700

COUNTERPOINTE INVESTMENT MANAGEMENT LLC — crossed $1B in regulatory AUM ($684.0M -> $1.07B). IAPD ↗institutional

$1.07B RAUM · 22 reps · 855-431-4400

BLACK LAKE INVESTMENTS LLC — crossed $1B in regulatory AUM ($800.8M -> $1.19B). IAPD ↗institutional

$1.19B RAUM · 3 reps · 215.913.2782 · blacklakeinvestments.com

EQUINOX PARTNERS INVESTMENT MANAGEMENT LLC — crossed $1B in regulatory AUM ($783.0M -> $1.41B). IAPD ↗fund

$1.41B RAUM · 6 reps · 203-516-2265

BIGLARI CAPITAL CORP. — crossed $1B in regulatory AUM ($935.0M -> $1.04B). IAPD ↗fund

$1.04B RAUM · 1 reps · 210-344-3400

PRESCOTT GROUP CAPITAL MANAGEMENT L.L.C. — crossed $1B in regulatory AUM ($861.7M -> $1.30B). IAPD ↗fund

$1.30B RAUM · 2 reps · 918-747-3412 · prescottcapital.com

IBEX INVESTORS LLC — crossed $1B in regulatory AUM ($926.8M -> $1.16B). IAPD ↗fund

$1.16B RAUM · 10 reps · 303-500-8821

APIS CAPITAL ADVISORS, LLC — crossed $1B in regulatory AUM ($700.1M -> $1.42B). IAPD ↗fund

$1.42B RAUM · 6 reps · (203) 409-6307

NEWBROOK CAPITAL ADVISORS LP — crossed $1B in regulatory AUM ($944.8M -> $1.02B). IAPD ↗fund

$1.02B RAUM · 4 reps · 212.916.8965

PROSIGHT CAPITAL — crossed $1B in regulatory AUM ($620.9M -> $1.04B). IAPD ↗fund

$1.04B RAUM · 5 reps · (214) 468-0008 · prosightcapital.com

WYNKOOP LLC — crossed $1B in regulatory AUM ($445.0M -> $1.22B). IAPD ↗fund

$1.22B RAUM · 7 reps · 303-459-7208 · wynkoopfinancial.com

GCP CAPITAL PARTNERS LLC — crossed $1B in regulatory AUM ($754.9M -> $1.54B). IAPD ↗fund

$1.54B RAUM · 6 reps · 212-894-0600 · gcpcapital.com

ACK ASSET MANAGEMENT LLC — crossed $1B in regulatory AUM ($949.1M -> $1.07B). IAPD ↗fund

$1.07B RAUM · 6 reps · 914-358-3299

VSS FUND MANAGEMENT LLC — crossed $1B in regulatory AUM ($977.7M -> $1.17B). IAPD ↗fund

$1.17B RAUM · 28 reps · 212-935-4990 · vss.com

CALTIUS CAPITAL MANAGEMENT, LP — crossed $1B in regulatory AUM ($985.2M -> $1.06B). IAPD ↗fund

$1.06B RAUM · 17 reps · (310) 996-9585

GREENLIGHT MASTERS, LLC — crossed $1B in regulatory AUM ($967.2M -> $1.27B). IAPD ↗fund

$1.27B RAUM · 2 reps · 212-973-1900 · greenlightcapital.com

VANTAGE INFRASTRUCTURE (USA) INC. — crossed $1B in regulatory AUM ($385.5M -> $1.47B). IAPD ↗fund

$1.47B RAUM · 5 reps · 212-681-2910

DECCAN VALUE INVESTORS L.P. — crossed $1B in regulatory AUM ($913.9M -> $1.11B). IAPD ↗fund

$1.11B RAUM · 2 reps · 475-232-5227 · deccanvalue.com

SOLOMON HESS CAPITAL MANAGEMENT — crossed $1B in regulatory AUM ($939.2M -> $1.08B). IAPD ↗fund

$1.08B RAUM · 4 reps · 703-356-3333

LATERAL INVESTMENT MANAGEMENT, LLC — crossed $1B in regulatory AUM ($847.7M -> $1.00B). IAPD ↗fund

$1.00B RAUM · 13 reps · 650-396-2200 · lateralim.com

RIZVI TRAVERSE MANAGEMENT, LLC — crossed $1B in regulatory AUM ($522.4M -> $1.29B). IAPD ↗fund

$1.29B RAUM · 6 reps · 248-594-4751 · rizvitraverse.com

PRESIDIO INVESTORS LLC — crossed $1B in regulatory AUM ($984.8M -> $1.09B). IAPD ↗fund

$1.09B RAUM · 8 reps · 512-772-1725 · presidioinvestors.com

MARITIME CAPITAL — crossed $1B in regulatory AUM ($961.2M -> $1.08B). IAPD ↗fund

$1.08B RAUM · 5 reps · 646-513-4784 · maritimelp.com

CENTERFIELD CAPITAL PARTNERS — crossed $1B in regulatory AUM ($125.2M -> $1.08B). IAPD ↗fund

$1.08B RAUM · 0 reps · 317-237-2323 · centerfieldcapital.com

GLOBAL EVOLUTION USA, LLC — crossed $1B in regulatory AUM ($783.5M -> $1.19B). IAPD ↗fund

$1.19B RAUM · 24 reps · 1 (646) 844-3883 · globalevolution.com

TWIN OAKS PARTNERS — crossed $1B in regulatory AUM ($792.7M -> $1.23B). IAPD ↗fund

$1.23B RAUM · 2 reps · 973-635-3854

BHMS INVESTMENTS, LP — crossed $1B in regulatory AUM ($942.8M -> $1.01B). IAPD ↗fund

$1.01B RAUM · 9 reps · 203-653-3558

STELAC CAPITAL PARTNERS LLC — crossed $1B in regulatory AUM ($680.0M -> $1.04B). IAPD ↗fund

$1.04B RAUM · 2 reps · 212-920-3890 · stelac.com

COLCHIS CAPITAL MANAGEMENT, L.P. — crossed $1B in regulatory AUM ($919.8M -> $1.34B). IAPD ↗fund

$1.34B RAUM · 11 reps · 415-400-8600 · colchiscapital.com

VIRTUS REAL ESTATE LLC — crossed $1B in regulatory AUM ($722.6M -> $1.14B). IAPD ↗fund

$1.14B RAUM · 20 reps · 512-891-1230 · virtusre.com

DISRUPTIVE TECHNOLOGY ADVISERS LLC — crossed $1B in regulatory AUM ($890.7M -> $3.20B). IAPD ↗fund

$3.20B RAUM · 3 reps · (214) 668-1536 · disruptive.tech

MAY RIVER CAPITAL — crossed $1B in regulatory AUM ($981.9M -> $1.09B). IAPD ↗fund

$1.09B RAUM · 16 reps · 312-750-1781 · mayrivercapital.com

ALMITAS CAPITAL LLC — crossed $1B in regulatory AUM ($985.7M -> $1.07B). IAPD ↗fund

$1.07B RAUM · 8 reps · 310-573-4343 · almitascap.com

ROUND HILL MUSIC LP — crossed $1B in regulatory AUM ($934.6M -> $1.05B). IAPD ↗fund

$1.05B RAUM · 10 reps · 615-695-7705 · ridentroyalties.com

PARK PRESIDIO CAPITAL LLC — crossed $1B in regulatory AUM ($781.0M -> $1.65B). IAPD ↗fund

$1.65B RAUM · 6 reps · 415-490-2520 · parkpresidio.com

INSIGNIA CAPITAL GROUP, L.P. — crossed $1B in regulatory AUM ($710.3M -> $1.25B). IAPD ↗fund

$1.25B RAUM · 13 reps · (925) 399-8900

THAYER STREET PARTNERS MANAGEMENT, LLC — crossed $1B in regulatory AUM ($913.6M -> $1.02B). IAPD ↗fund

$1.02B RAUM · 4 reps · 212-256-8740 · thayerstreet.com

RIDGELEIGH CAPITAL — crossed $1B in regulatory AUM ($968.5M -> $1.03B). IAPD ↗fund

$1.03B RAUM · 1 reps · 908-373-2520

LIBERTY HALL CAPITAL PARTNERS, L.P. — crossed $1B in regulatory AUM ($984.4M -> $1.14B). IAPD ↗fund

$1.14B RAUM · 8 reps · (646) 779-0442

PARLIAMENT CAPITAL MANAGEMENT, LLC — crossed $1B in regulatory AUM ($994.4M -> $1.15B). IAPD ↗fund

$1.15B RAUM · 7 reps · (787) 200-9004 · parliamentcapital.com

GREENLAKE ASSET MANAGEMENT LLC — crossed $1B in regulatory AUM ($980.4M -> $1.08B). IAPD ↗fund

$1.08B RAUM · 9 reps · 626-529-1080

BERYL CAPITAL MANAGEMENT, LLC — crossed $1B in regulatory AUM ($995.9M -> $1.03B). IAPD ↗fund

$1.03B RAUM · 2 reps · (917) 446-1561 · berylcap.com

QUONA CAPITAL MANAGEMENT LLC — crossed $1B in regulatory AUM ($985.3M -> $1.05B). IAPD ↗fund

$1.05B RAUM · 14 reps · (202) 706-5886

ORANGEWOOD PARTNERS MANAGEMENT LLC — crossed $1B in regulatory AUM ($970.6M -> $1.34B). IAPD ↗fund

$1.34B RAUM · 11 reps · 212-324-5630

NUMERAI — crossed $1B in regulatory AUM ($839.0M -> $1.90B). IAPD ↗fund

$1.90B RAUM · 9 reps · 415-737-0873

FORT BAKER CAPITAL MANAGEMENT LP — crossed $1B in regulatory AUM ($820.9M -> $1.07B). IAPD ↗fund

$1.07B RAUM · 6 reps · 415-306-5508 · fortbakercapital.com

ATW PARTNERS LLC — crossed $1B in regulatory AUM ($581.1M -> $1.15B). IAPD ↗fund

$1.15B RAUM · 8 reps · 646-975-5548

NEW HARBOR CAPITAL — crossed $1B in regulatory AUM ($998.3M -> $1.09B). IAPD ↗fund

$1.09B RAUM · 15 reps · 312-876-8605

URSA FUND MANAGEMENT LLC — crossed $1B in regulatory AUM ($633.6M -> $1.20B). IAPD ↗fund

$1.20B RAUM · 2 reps · 415-529-6040

WISHBONE MANAGEMENT, LP — crossed $1B in regulatory AUM ($911.9M -> $1.12B). IAPD ↗fund

$1.12B RAUM · 5 reps · 312-265-5560

AMIP MANAGEMENT — crossed $1B in regulatory AUM ($594.8M -> $1.46B). IAPD ↗fund

$1.46B RAUM · 5 reps · 562-735-6555

FORGE GLOBAL ADVISORS LLC — crossed $1B in regulatory AUM ($988.4M -> $2.46B). IAPD ↗fund

$2.46B RAUM · 5 reps · (415) 881-1612

LESTE CAPITAL PARTNERS (FLORIDA), LLC — crossed $1B in regulatory AUM ($751.1M -> $1.61B). IAPD ↗fund

$1.61B RAUM · 15 reps · 305-929-9200 · leste.com

SOMA CAPITAL MANAGEMENT LLC — crossed $1B in regulatory AUM ($907.1M -> $1.37B). IAPD ↗fund

$1.37B RAUM · 6 reps · (650) 714-6220

BOYNE CAPITAL — crossed $1B in regulatory AUM ($677.9M -> $1.16B). IAPD ↗fund

$1.16B RAUM · 32 reps · 305-856-9500

BAY POINT ADVISORS, LLC — crossed $1B in regulatory AUM ($882.1M -> $1.03B). IAPD ↗fund

$1.03B RAUM · 29 reps · (404) 963-6031

MADISON RIVER CAPITAL LLC — crossed $1B in regulatory AUM ($888.6M -> $1.26B). IAPD ↗fund

$1.26B RAUM · 8 reps · 212-805-8111 · mrivercapital.com

TIMBER BAY PARTNERS, LLC — crossed $1B in regulatory AUM ($771.7M -> $1.05B). IAPD ↗fund

$1.05B RAUM · 9 reps · 513-898-0500 · timberbaypartners.com

SPACE CAPITAL — crossed $1B in regulatory AUM ($435.8M -> $1.17B). IAPD ↗fund

$1.17B RAUM · 4 reps · (917) 275-7105

EFFICIENT CAPITAL MANAGEMENT LLC — crossed $1B in regulatory AUM ($913.9M -> $1.16B). IAPD ↗fund

$1.16B RAUM · 13 reps · 630-657-6800 · efficient.com

CRESCENT COVE ADVISORS, LP — crossed $1B in regulatory AUM ($629.6M -> $1.11B). IAPD ↗fund

$1.11B RAUM · 3 reps · 415-800-2289

QVR ADVISORS — crossed $1B in regulatory AUM ($391.4M -> $1.13B). IAPD ↗fund

$1.13B RAUM · 5 reps · 510-684-8343 · qvradvisors.com

DIAMETRIC CAPITAL, LP — crossed $1B in regulatory AUM ($556.5M -> $1.41B). IAPD ↗fund

$1.41B RAUM · 10 reps · 617-443-2020 · diametriccapital.com

WHITEFORT CAPITAL MANAGEMENT, LP — crossed $1B in regulatory AUM ($772.6M -> $1.05B). IAPD ↗fund

$1.05B RAUM · 6 reps · 212-259-4370 · whitefortcapital.com

ANZU PARTNERS, LLC — crossed $1B in regulatory AUM ($975.9M -> $1.08B). IAPD ↗fund

$1.08B RAUM · 9 reps · 202 742 5870

OLIVE TECHNOLOGY VENTURES MANAGEMENT, LLC — crossed $1B in regulatory AUM ($985.0M -> $1.15B). IAPD ↗fund

$1.15B RAUM · 1 reps · 650-303-6964 · oliveam.com

FCO ADVISORS LP — crossed $1B in regulatory AUM ($900.8M -> $1.34B). IAPD ↗fund

$1.34B RAUM · 6 reps · 646-467-8050 · foundationcredit.com

ROTUNDA CAPITAL PARTNERS, LLC — crossed $1B in regulatory AUM ($812.7M -> $1.61B). IAPD ↗fund

$1.61B RAUM · 18 reps · 240-482-0612 · rotundacapital.com

CHANNING GLOBAL ADVISORS, LLC — crossed $1B in regulatory AUM ($844.2M -> $1.11B). IAPD ↗fund

$1.11B RAUM · 4 reps · 305-517-5107 · channingglobal.com

ARRINGTON CAPITAL INVESTMENT MANAGEMENT, LLC — crossed $1B in regulatory AUM ($628.9M -> $1.41B). IAPD ↗fund

$1.41B RAUM · 9 reps · 786-548-1886 · arringtoncapital.com

PRELUDE GROWTH PARTNERS — crossed $1B in regulatory AUM ($589.8M -> $1.22B). IAPD ↗fund

$1.22B RAUM · 10 reps · 917-409-0120 · preludegrowth.com

REGAL HEALTHCARE CAPITAL MANAGEMENT, LLC — crossed $1B in regulatory AUM ($812.2M -> $1.51B). IAPD ↗fund

$1.51B RAUM · 20 reps · (212)-393-4790 · regalhcp.com

BLUE SAGE CAPITAL — crossed $1B in regulatory AUM ($991.2M -> $1.26B). IAPD ↗fund

$1.26B RAUM · 15 reps · 512-536-1900 · bluesage.com

FORUM CAPITAL ADVISORS LLC — crossed $1B in regulatory AUM ($989.9M -> $1.33B). IAPD ↗fund

$1.33B RAUM · 29 reps · 303-501-8860 · forumcapadvisors.com

DTCP USA LLC — crossed $1B in regulatory AUM ($649.5M -> $1.05B). IAPD ↗fund

$1.05B RAUM · 4 reps · 415-910-1354

SNAPDRAGON CAPITAL PARTNERS LLC — crossed $1B in regulatory AUM ($940.7M -> $1.22B). IAPD ↗fund

$1.22B RAUM · 3 reps · 646-321-0134 · snapdragoncap.com

TOPLINE CAPITAL MANAGEMENT, LLC — crossed $1B in regulatory AUM ($629.8M -> $1.13B). IAPD ↗fund

$1.13B RAUM · 1 reps · 310-804-0737 · toplinecapital.com

OT RESEARCH — crossed $1B in regulatory AUM ($700.0M -> $1.55B). IAPD ↗fund

$1.55B RAUM · 9 reps · 617-308-5935

ADAR1 CAPITAL MANAGEMENT, LLC — crossed $1B in regulatory AUM ($819.9M -> $1.68B). IAPD ↗fund

$1.68B RAUM · 7 reps · 512-254-3790

LYRIC CAPITAL MANAGEMENT GROUP, L.P. — crossed $1B in regulatory AUM ($682.7M -> $1.10B). IAPD ↗fund

$1.10B RAUM · 8 reps · 646-416-7103

NELLORE CAPITAL MANAGEMENT LLC — crossed $1B in regulatory AUM ($874.9M -> $1.03B). IAPD ↗fund

$1.03B RAUM · 1 reps · 501-551-0128

BRIGHAM MANAGEMENT, LLC — crossed $1B in regulatory AUM ($972.3M -> $1.01B). IAPD ↗fund

$1.01B RAUM · 21 reps · 512-871-1001 · brighamexploration.com

EQUALITY ASSET MANAGEMENT — crossed $1B in regulatory AUM ($519.4M -> $1.03B). IAPD ↗fund

$1.03B RAUM · 9 reps · 617-420-1770 · equalityassetmanagement.com

STANDARD FAMILY OFFICE, LLC — crossed $1B in regulatory AUM ($977.2M -> $1.01B). IAPD ↗fund

$1.01B RAUM · 1 reps · 605-496-7760

LARSON CAPITAL MANAGEMENT, LLC — crossed $1B in regulatory AUM ($987.5M -> $1.43B). IAPD ↗fund

$1.43B RAUM · 1 reps · 314-787-7436

UPPER90 — crossed $1B in regulatory AUM ($919.9M -> $1.11B). IAPD ↗fund

$1.11B RAUM · 11 reps · (646) 979-0719

WEATHERFORD CAPITAL MANAGEMENT — crossed $1B in regulatory AUM ($927.7M -> $1.05B). IAPD ↗fund

$1.05B RAUM · 12 reps · (813) 443-0499 · weatherfordcapital.com

1543 CAPITAL LP — crossed $1B in regulatory AUM ($842.6M -> $1.05B). IAPD ↗fund

$1.05B RAUM · 3 reps · 203-900-3650

TRISPAN (USA) LLC — crossed $1B in regulatory AUM ($982.5M -> $1.13B). IAPD ↗fund

$1.13B RAUM · 10 reps · 1 646 586 2194

BRIDGE33 INVESTMENT MANAGEMENT LLC — crossed $1B in regulatory AUM ($970.2M -> $1.08B). IAPD ↗fund

$1.08B RAUM · 18 reps · 206-538-0083 · bridge33capital.com

BWCP, LP — crossed $1B in regulatory AUM ($801.6M -> $1.23B). IAPD ↗fund

$1.23B RAUM · 7 reps · 214-238-5792 · bwcpfund.com

OCTAGON CAPITAL ADVISORS LP — crossed $1B in regulatory AUM ($919.8M -> $1.18B). IAPD ↗fund

$1.18B RAUM · 7 reps · 212-369-2829 · octagoninvestments.com

MARCYPEN CAPITAL PARTNERS LLC — crossed $1B in regulatory AUM ($884.0M -> $1.04B). IAPD ↗fund

$1.04B RAUM · 13 reps · 424-421-6040 · marcypen.com

SEASIDE EQUITY PARTNERS — crossed $1B in regulatory AUM ($605.7M -> $1.37B). IAPD ↗fund

$1.37B RAUM · 17 reps · (858) 947-1350

TRI LOCUM PARTNERS LP — crossed $1B in regulatory AUM ($752.9M -> $1.09B). IAPD ↗fund

$1.09B RAUM · 6 reps · 332-232-7373

VOLOFIN CAPITAL MANAGEMENT — crossed $1B in regulatory AUM ($889.9M -> $1.01B). IAPD ↗fund

$1.01B RAUM · 4 reps · (646) 866-6997 · volofin.com

SEVEN GRAND MANAGERS LLC — crossed $1B in regulatory AUM ($399.3M -> $1.24B). IAPD ↗fund

$1.24B RAUM · 9 reps · 914-498-1776 · sevengrand.io

OCCUDO QUANTITATIVE STRATEGIES LP — crossed $1B in regulatory AUM ($712.1M -> $2.22B). IAPD ↗fund

$2.22B RAUM · 5 reps · 917-853-3286 · occudo.com

SUMMIT PEAK INVESTMENTS, LLC — crossed $1B in regulatory AUM ($807.5M -> $1.09B). IAPD ↗fund

$1.09B RAUM · 5 reps · 817-350-4312 · summitpeak.com

GREENPOINT PARTNERS — crossed $1B in regulatory AUM ($982.1M -> $1.35B). IAPD ↗fund

$1.35B RAUM · 9 reps · 646-982-3707 · greenpointpartners.com

STERLING INVESTORS LP — crossed $1B in regulatory AUM ($437.4M -> $1.14B). IAPD ↗fund

$1.14B RAUM · 7 reps · 212-430-1812 · sterling-investors.com

ALTERNATIVE CAPITAL FUND MANAGEMENT LLC — crossed $1B in regulatory AUM ($830.5M -> $1.24B). IAPD ↗fund

$1.24B RAUM · 7 reps · 212-204-3516 · altcapinvestments.com

PSC MANAGER LLC — crossed $1B in regulatory AUM ($946.3M -> $1.14B). IAPD ↗fund

$1.14B RAUM · 14 reps · 267-291-7400 · peaceablestreet.com

BERKADIA CAPITAL ADVISORS LLC — crossed $1B in regulatory AUM ($624.2M -> $2.66B). IAPD ↗fund

$2.66B RAUM · 2 reps · 215-328-3978

AFFINITY ASSET ADVISORS, LLC — crossed $1B in regulatory AUM ($807.9M -> $1.69B). IAPD ↗fund

$1.69B RAUM · 7 reps · 646-481-3856 · affinityadv.com

PINNBROOK CAPITAL MANAGEMENT LP — crossed $1B in regulatory AUM ($812.8M -> $1.07B). IAPD ↗fund

$1.07B RAUM · 9 reps · 646-970-7410 · pinnbrook.com

FIFTH DOWN CAP LLC — crossed $1B in regulatory AUM ($686.4M -> $1.69B). IAPD ↗fund

$1.69B RAUM · 7 reps · 617-678-0260 · fifthdown.com

PRMIM — crossed $1B in regulatory AUM ($955.0M -> $1.54B). IAPD ↗fund

$1.54B RAUM · 8 reps · 215-360-3800 · prmortgageinvestment.com

METEORA CAPITAL, LLC — crossed $1B in regulatory AUM ($969.4M -> $1.54B). IAPD ↗fund

$1.54B RAUM · 7 reps · 212-207-0090 · meteoracapital.com

LS BDC ADVISER, LLC — crossed $1B in regulatory AUM ($967.6M -> $1.14B). IAPD ↗fund

$1.14B RAUM · 28 reps · 786-598-2089

METAURUS ADVISORS LLC — crossed $1B in regulatory AUM ($953.7M -> $1.58B). IAPD ↗fund

$1.58B RAUM · 5 reps · 201-683-7979

FLATIRON RR LLC, MANAGER SERIES — crossed $1B in regulatory AUM ($798.6M -> $1.20B). IAPD ↗fund

$1.20B RAUM · 19 reps · 212-576-7000

GOANNA CAPITAL MANAGEMENT LLC — crossed $1B in regulatory AUM ($596.7M -> $2.22B). IAPD ↗fund

$2.22B RAUM · 7 reps · 551-800-2775 · goannacapital.com

TACORA CAPITAL MANAGEMENT, LP — crossed $1B in regulatory AUM ($960.1M -> $1.62B). IAPD ↗fund

$1.62B RAUM · 10 reps · 310-741-1070 · tacoracap.com

NEXA EQUITY LLC — crossed $1B in regulatory AUM ($773.2M -> $1.10B). IAPD ↗fund

$1.10B RAUM · 10 reps · 415-295-4636

COMPOUND GLOBAL ADVISORS, LLC — crossed $1B in regulatory AUM ($813.0M -> $1.19B). IAPD ↗fund

$1.19B RAUM · 1 reps · (206) 432-2899 · compoundglobaladvisors.com

EIR PARTNERS CAPITAL, LP — crossed $1B in regulatory AUM ($594.8M -> $2.72B). IAPD ↗fund

$2.72B RAUM · 11 reps · (305) 290-3001 · eirpartners.com

GRAFTON STREET PARTNERS — crossed $1B in regulatory AUM ($856.6M -> $1.16B). IAPD ↗fund

$1.16B RAUM · 5 reps · 631-553-9278 · graftonstreetpartners.com

VALUE ALIGNED RESEARCH ADVISORS, LLC — crossed $1B in regulatory AUM ($542.2M -> $9.14B). IAPD ↗fund

$9.14B RAUM · 6 reps · (908) 560-9207

BREAKOUT CAPITAL PARTNERS — crossed $1B in regulatory AUM ($610.8M -> $1.20B). IAPD ↗fund

$1.20B RAUM · 10 reps · 212-497-5100 · breakout-capital.com

GUARDIAN CAPITAL PARTNERS — crossed $1B in regulatory AUM ($528.6M -> $1.19B). IAPD ↗fund

$1.19B RAUM · 12 reps · 610-263-0100

SAGARD HOLDINGS MANAGER (US) LLC — crossed $1B in regulatory AUM ($540.5M -> $1.41B). IAPD ↗fund

$1.41B RAUM · 16 reps · 1-212-380-5605 · sagard.com

FIRST PRINCIPLES GROUP — crossed $1B in regulatory AUM ($630.8M -> $1.64B). IAPD ↗fund

$1.64B RAUM · 2 reps · 847-668-7950 · firstprinciples.group

ALIGN VENTURES — crossed $1B in regulatory AUM ($505.9M -> $2.46B). IAPD ↗fund

$2.46B RAUM · 17 reps · 415-300-0759

POLUS CAPITAL MANAGEMENT (US) INC. — crossed $1B in regulatory AUM ($508.4M -> $1.18B). IAPD ↗fund

$1.18B RAUM · 7 reps · 646-653-2389 · poluscapital.com

AMERGIN ASSET MANAGEMENT, LLC — crossed $1B in regulatory AUM ($946.0M -> $1.21B). IAPD ↗fund

$1.21B RAUM · 5 reps · 561-760-1957

THE QUARRY LP — crossed $1B in regulatory AUM ($702.5M -> $1.01B). IAPD ↗fund

$1.01B RAUM · 2 reps · 212-205-2600

REDEFINE VENTURES LLC — crossed $1B in regulatory AUM ($469.4M -> $1.28B). IAPD ↗fund

$1.28B RAUM · 1 reps · 310-877-9808 · redefineventures.com

ABRY PARTNERS III, LLC — crossed $1B in regulatory AUM ($524.3M -> $1.11B). IAPD ↗fund

$1.11B RAUM · 59 reps · (617) 859-2959 · abry.com

CONNELLY CAPITAL MANAGEMENT LLC — crossed $1B in regulatory AUM ($700.0M -> $1.05B). IAPD ↗fund

$1.05B RAUM · 2 reps · 787-231-8042 · connellycap.com

MCP MANAGEMENT, LP — crossed $1B in regulatory AUM ($504.6M -> $2.70B). IAPD ↗fund

$2.70B RAUM · 6 reps · 985-264-3491 · melangecap.com

POWER SUSTAINABLE MANAGER US, INC. — crossed $1B in regulatory AUM ($715.0M -> $1.07B). IAPD ↗fund

$1.07B RAUM · 13 reps · 1-514-286-8989 · powersustainable.com

SNOWHAWK LP — crossed $1B in regulatory AUM ($699.3M -> $1.01B). IAPD ↗fund

$1.01B RAUM · 8 reps · 888-335-3137 · snowhawkpartners.com

SYMBIOTIC CAPITAL — crossed $1B in regulatory AUM ($839.4M -> $1.13B). IAPD ↗fund

$1.13B RAUM · 6 reps · 424-313-1550 · symbioticcapital.com

50T FUNDS — crossed $1B in regulatory AUM ($103.2M -> $1.67B). IAPD ↗fund

$1.67B RAUM · 11 reps · (917)648-5689 · 50tfunds.com

YOSEMITE MANAGEMENT, LLC — crossed $1B in regulatory AUM ($866.4M -> $1.14B). IAPD ↗fund

$1.14B RAUM · 9 reps · 415-370-5830 · yosemite.co

CITATION — crossed $1B in regulatory AUM ($595.9M -> $1.36B). IAPD ↗fund

$1.36B RAUM · 12 reps · 469-607-0253 · citation.capital

ROC360 ADVISORS LLC — crossed $1B in regulatory AUM ($907.0M -> $1.45B). IAPD ↗fund

$1.45B RAUM · 41 reps · 332-2139476

SPRINGCOAST CAPITAL PARTNERS, L.P. — crossed $1B in regulatory AUM ($861.6M -> $1.49B). IAPD ↗fund

$1.49B RAUM · 10 reps · 212-857-6955 · springcoast.com

OTRO CAPITAL — crossed $1B in regulatory AUM ($839.4M -> $1.32B). IAPD ↗fund

$1.32B RAUM · 8 reps · 1-212-235-7056

CANAL ROAD CAPITAL, LLC — crossed $1B in regulatory AUM ($331.0M -> $1.26B). IAPD ↗fund

$1.26B RAUM · 9 reps · 305-488-6000 · canalroadgroup.com

ELDRIDGE ACRE PARTNERS, LP — crossed $1B in regulatory AUM ($893.4M -> $1.16B). IAPD ↗fund

$1.16B RAUM · 12 reps · 213-814-6533 · eldridgeacre.com

WILLOW TREE CAPITAL CORP ADVISORS LLC — crossed $1B in regulatory AUM ($744.4M -> $1.17B). IAPD ↗fund

$1.17B RAUM · 13 reps · 212-218-1090

KIAN CAPITAL PARTNERS, LLC — crossed $1B in regulatory AUM ($985.9M -> $1.10B). IAPD ↗fund

$1.10B RAUM · 16 reps · 704-943-2500 · kiancapital.com

MAKARORA — crossed $1B in regulatory AUM ($353.3M -> $1.09B). IAPD ↗fund

$1.09B RAUM · 12 reps · 646-647-4133

LYKOS GLOBAL MANAGEMENT, LP — crossed $1B in regulatory AUM ($810.0M -> $1.38B). IAPD ↗fund

$1.38B RAUM · 6 reps · (203) 902-4008 · lykosglobal.com

DUNDEE MAESTRO MANAGEMENT, LP — crossed $1B in regulatory AUM ($958.9M -> $1.57B). IAPD ↗fund

$1.57B RAUM · 6 reps · 914-815-0896

CCS PARTNERS LLC — crossed $1B in regulatory AUM ($409.2M -> $1.64B). IAPD ↗fund

$1.64B RAUM · 7 reps · 212 224-9400 · ccs-partners.com

LONGUEVUE MANAGEMENT COMPANY LLC — crossed $1B in regulatory AUM ($802.0M -> $1.01B). IAPD ↗fund

$1.01B RAUM · 18 reps · 504-293-3600 · lvcpartners.com

MOUNTAIN POINT CREDIT MANAGEMENT LLC — crossed $1B in regulatory AUM ($15.2M -> $1.22B). IAPD ↗fund

$1.22B RAUM · 5 reps · 203-900-5855 · mountainpointcredit.com

TALLVINE PARTNERS MANAGEMENT LP — crossed $1B in regulatory AUM ($469.6M -> $1.42B). IAPD ↗fund

$1.42B RAUM · 12 reps · 786-475-3890 · tallvinepartners.com

UNIFI ASSET MANAGEMENT LP — crossed $1B in regulatory AUM ($120.0M -> $4.30B). IAPD ↗fund

$4.30B RAUM · 6 reps · 212-351-5601 · unifiam.com

PERMIRA CREDIT LLC — crossed $1B in regulatory AUM ($424.6M -> $1.34B). IAPD ↗fund

$1.34B RAUM · 22 reps · 650-681-4701

SLG CAPITAL MANAGEMENT LLC — crossed $1B in regulatory AUM ($100.3M -> $1.31B). IAPD ↗fund

$1.31B RAUM · 15 reps · 212-594-2700

STONE POINT CREDIT INCOME ADVISER LLC — crossed $1B in regulatory AUM ($1.1M -> $1.19B). IAPD ↗fund

$1.19B RAUM · 64 reps · 203-862-2900 · stonepoint.com

FIVESPAN PARTNERS, LP — crossed $1B in regulatory AUM ($628.7M -> $1.00B). IAPD ↗fund

$1.00B RAUM · 5 reps · (415) 318-7900

TALOS EURISKO ASSET MANAGEMENT LP — crossed $1B in regulatory AUM ($938.2M -> $1.76B). IAPD ↗fund

$1.76B RAUM · 5 reps · (646) 849-6758 · talosfunds.com

CORINTHIA GLOBAL MANAGEMENT — crossed $1B in regulatory AUM ($261.4M -> $1.20B). IAPD ↗fund

$1.20B RAUM · 19 reps · +1 (980) 418-2215 · corinthiagm.com

SITUATIONAL AWARENESS LP — crossed $1B in regulatory AUM ($383.0M -> $9.28B). IAPD ↗fund

$9.28B RAUM · 4 reps · 415-916-1521

TCW PT MANAGEMENT COMPANY LLC — crossed $1B in regulatory AUM ($770.9M -> $2.70B). IAPD ↗fund

$2.70B RAUM · 38 reps · 213-244-0000 · tcw.com

INFINITUM ASSET MANAGEMENT, LLC — crossed $1B in regulatory AUM ($574.9M -> $1.14B). IAPD ↗fund

$1.14B RAUM · 3 reps · 561-302-1101

PAINSWICK CAPITAL MANAGEMENT LP — crossed $1B in regulatory AUM ($511.1M -> $1.59B). IAPD ↗fund

$1.59B RAUM · 5 reps · 212-644-5900 · painswickcapital.com

SENIORS HOUSING FUND MANAGER LLC — crossed $1B in regulatory AUM ($799.8M -> $3.79B). IAPD ↗fund

$3.79B RAUM · 18 reps · 419-247-2800

SABA LT, LP — crossed $1B in regulatory AUM ($178.4M -> $2.83B). IAPD ↗fund

$2.83B RAUM · 6 reps · 646-569-3030

GARNET CREDIT MANAGEMENT LLC — crossed $1B in regulatory AUM ($552.4M -> $2.30B). IAPD ↗fund

$2.30B RAUM · 10 reps · 212-970-6601 · garnetcredit.com

SEABURY CAPITAL MANAGEMENT LLC — crossed $1B in regulatory AUM ($120.0M -> $3.02B). IAPD ↗fund

$3.02B RAUM · 6 reps · 347-583-7807 · seaburycapital.com

1789 CAPITAL MANAGEMENT — crossed $1B in regulatory AUM ($861.2M -> $2.73B). IAPD ↗fund

$2.73B RAUM · 13 reps · 561-223-9937 · 1789capital.io

MILITIA CAPITAL MANAGEMENT, LLC — crossed $1B in regulatory AUM ($370.2M -> $1.48B). IAPD ↗fund

$1.48B RAUM · 5 reps · 1-213-444-9705 · militiacapital.com

SUPERSTATE ADVISERS LLC — crossed $1B in regulatory AUM ($295.3M -> $1.25B). IAPD ↗fund

$1.25B RAUM · 3 reps · 201-497-4991 · superstate.co

DEFILADE CAPITAL MANAGEMENT, L.P. — crossed $1B in regulatory AUM ($644.1M -> $1.55B). IAPD ↗fund

$1.55B RAUM · 5 reps · 415 849 9478 · defcap.com

KRYGER CAPITAL LLC — (HAMILTON, Bermuda) is newly SEC-registered with $1.43B RAUM and 4 advisory reps. IAPD ↗foreign

$1.43B RAUM · 4 reps · 441 5439 320 · krygercapital.com

CLEAN ENERGY TRANSITION INTERNATIONAL S.A.M. — (MONACO, MONACO, Monaco) is newly SEC-registered with $2.05B RAUM and 1 advisory reps. IAPD ↗foreign

$2.05B RAUM · 1 reps · 44 203 870 5971 · cleanenergytransition.com

OVATA CAPITAL MANAGEMENT LLC — (HONG KONG, Hong Kong) is newly SEC-registered with $441.9M RAUM and 5 advisory reps. IAPD ↗foreign

$441.9M RAUM · 5 reps · +85238903030

SC ASESORES EN INVERSIONES INDEPENDIENTES SA DE CV — (MEXICO CITY, Mexico) is newly SEC-registered with $553.4M RAUM and 2 advisory reps. IAPD ↗foreign

$553.4M RAUM · 2 reps · 5552519309 · summa-corporation.com

NIPPON LIFE GLOBAL INVESTORS AMERICAS, INC. — reported RAUM up 116% ($38.46B -> $82.99B). IAPD ↗institutional

$82.99B RAUM · 71 reps · 646-231-4000

ARES CAPITAL MANAGEMENT II LLC — reported RAUM up 119% ($8.96B -> $19.64B). IAPD ↗institutional

$19.64B RAUM · 597 reps · 310-201-4100

CAPULA INVESTMENT US LP — reported RAUM up 75% ($78.36B -> $137.44B). IAPD ↗institutional

$137.44B RAUM · 51 reps · (646) 874-5400 · capulaglobal.com

BIMINI ADVISORS, LLC — reported RAUM up 104% ($5.72B -> $11.68B). IAPD ↗institutional

$11.68B RAUM · 7 reps · 772-231-1400

SMARTLEAF ASSET MANAGEMENT LLC — reported RAUM up 86% ($3.68B -> $6.85B). IAPD ↗institutional

$6.85B RAUM · 4 reps · 857-366-9340 · smartleafam.com

AMPLIFY ETFS — reported RAUM up 75% ($10.09B -> $17.70B). IAPD ↗institutional

$17.70B RAUM · 5 reps · (630) 487-2530

BONDBLOXX — reported RAUM up 111% ($3.43B -> $7.24B). IAPD ↗institutional

$7.24B RAUM · 5 reps · 800-896-5089

NEOS INVESTMENTS — reported RAUM up 265% ($5.93B -> $21.69B). IAPD ↗institutional

$21.69B RAUM · 2 reps · 203-298-7300 · neosfunds.com

CAPVEST PARTNERS, INC. — reported RAUM up 89% ($5.42B -> $10.25B). IAPD ↗institutional

$10.25B RAUM · 11 reps · 212-430-1400

APOLLO MANAGER, LLC — reported RAUM up 181% ($1.27B -> $3.56B). IAPD ↗institutional

$3.56B RAUM · 912 reps · 212-515-3200

ANTARES CAPITAL CREDIT ADVISERS LLC — reported RAUM up 96% ($3.15B -> $6.17B). IAPD ↗institutional

$6.17B RAUM · 240 reps · 312-889-9920

ARINI CAPITAL MANAGEMENT US LLC — reported RAUM up 83% ($15.26B -> $27.99B). IAPD ↗institutional

$27.99B RAUM · 13 reps · 332-253-4524

1823 PARTNERS (US) LLC — reported RAUM up 1753% ($1.00B -> $18.53B). IAPD ↗institutional

$18.53B RAUM · 30 reps · 202-431-7882 · 1823.partners

SHIKHARA CAPITAL (HONG KONG) PRIVATE LIMITED (COMPANY) — (HONG KONG, Hong Kong) is newly SEC-registered with $164,277 RAUM and 4 advisory reps. IAPD ↗foreign

$164,277 RAUM · 4 reps · +85234282487 · shikhara.com

NANTAS — (MONTEVIDEO, MONTEVIDEO, Uruguay) is newly SEC-registered with $0 RAUM and 3 advisory reps. IAPD ↗foreign

$0 RAUM · 3 reps · 59898466275 · nantas.com.uy

GUEPARDO INVESTIMENTOS LTDA — (SÃO PAULO,SP, Brazil) is newly SEC-registered with $4.9M RAUM and 5 advisory reps. IAPD ↗foreign

$4.9M RAUM · 5 reps · + 55 (11) 3103-9200 · guepardoinvest.com.br

HAVERSTOCK CAPITAL LLP — (LONDON, United Kingdom) is newly SEC-registered with $75.0M RAUM and 3 advisory reps. IAPD ↗foreign

$75.0M RAUM · 3 reps · 44(0) 20 8264 9521

MESARETE CAPITAL (US) LLC — (LONDON, United Kingdom) is newly SEC-registered with $0 RAUM and 4 advisory reps. IAPD ↗foreign

$0 RAUM · 4 reps · +44 20 3148 2334

COUNTERPOINTE INVESTMENT MANAGEMENT LLC — 's provisional registration is now fully approved. IAPD ↗institutional

$1.07B RAUM · 22 reps · 855-431-4400

DYNAMIC BETA INVESTMENTS LLC — reported RAUM up 71% ($3.32B -> $5.67B). IAPD ↗institutional

$5.67B RAUM · 3 reps · 646-837-7030

FIDUCIARY CONSULTING GROUP — reported RAUM up 66% ($8.87B -> $14.73B). IAPD ↗institutional

$14.73B RAUM · 33 reps · 303-333-7770

DESTINY ADVISORS LLC — reported RAUM up 530% ($70.0M -> $441.4M). IAPD ↗institutional

$441.4M RAUM · 1 reps · 415-639-9966

BG AMERICA LLC — reported RAUM up 179% ($111.3M -> $311.1M). IAPD ↗institutional

$311.1M RAUM · 5 reps · (212)8372300

KURV INVESTMENT MANAGEMENT LLC — reported RAUM up 622% ($38.7M -> $279.2M). IAPD ↗institutional

$279.2M RAUM · 2 reps · 888-393-5878

HATCH COVE CAPITAL, LLC — reported RAUM up 133% ($125.4M -> $291.5M). IAPD ↗institutional

$291.5M RAUM · 2 reps · 708-617-2410 · hatchcovecapitalllc.com

IH2 ADVISORS & COMPANY — reported RAUM up 153% ($105.0M -> $265.3M). IAPD ↗institutional

$265.3M RAUM · 3 reps · 302-345-6404 · incadense.com

ACADIA INFRASTRUCTURE CAPITAL LP — reported RAUM up 169% ($107.4M -> $288.6M). IAPD ↗institutional

$288.6M RAUM · 10 reps · 6464992075 · acadiainfrastructure.com

DYNAMIC WEALTH GROUP — reported RAUM up 92% ($138.9M -> $266.2M). IAPD ↗institutional

$266.2M RAUM · 4 reps · 702-602-4007

CION GROSVENOR MANAGEMENT, LLC — reported RAUM up 332784% ($100,696 -> $335.2M). IAPD ↗institutional

$335.2M RAUM · 2 reps · 646-253-8235 · cioninvestments.com

APOLLO S3 RIC MANAGEMENT, L.P. — reported RAUM up 160% ($163.2M -> $423.8M). IAPD ↗institutional

$423.8M RAUM · 912 reps · 212-515-3200

BAYPOINTE PARTNERS, LLC — reported RAUM up 147% ($109.3M -> $270.5M). IAPD ↗institutional

$270.5M RAUM · 2 reps · 516-381-5246

WISDOM FIXED INCOME MANAGEMENT — reported RAUM up 190% ($155.6M -> $451.0M). IAPD ↗institutional

$451.0M RAUM · 1 reps · 214-871-5200 · wisdomfixedincome.com

IDIRECT PRIVATE CREDIT ADVISORS LLC — reported RAUM up 2147% ($12.9M -> $290.9M). IAPD ↗institutional

$290.9M RAUM · 21 reps · 212-994-7400 · icapitalnetwork.com

RECKONER CAPITAL MANAGEMENT LLC — reported RAUM up 94% ($141.1M -> $273.4M). IAPD ↗institutional

$273.4M RAUM · 8 reps · 212-597-2500 · reckoner.com

MAREK CAPITAL MANAGEMENT LP — 's provisional registration is now fully approved. IAPD ↗institutional

$422.4M RAUM · 6 reps · 929 688 4791 · marekcapital.com

AGRIGLOBE LAND ADVISORS, LLC — 's provisional registration is now fully approved. IAPD ↗institutional

$602.2M RAUM · 4 reps · 559-439-7490 · agriglobe.com

AUREON MANAGEMENT LLC — 's provisional registration is now fully approved. IAPD ↗institutional

$481.0M RAUM · 7 reps · 917-767-3845

ODYSSEAN, LLC — 's provisional registration is now fully approved. IAPD ↗institutional

$373.3M RAUM · 2 reps · 203-418-1433

AVICENE — 's provisional registration is now fully approved. IAPD ↗institutional

$256.5M RAUM · 3 reps · 646-734-2620

APOLLO CREDIT MANAGEMENT, LLC — reported RAUM up 60% ($18.71B -> $29.97B). IAPD ↗institutional

$29.97B RAUM · 912 reps · 212-515-3200

BREVAN HOWARD US INVESTMENT MANAGEMENT LP — reported RAUM up 64% ($20.92B -> $34.39B). IAPD ↗institutional

$34.39B RAUM · 114 reps · 212-602-7800

ALLIANT RETIREMENT CONSULTING — reported RAUM up 64% ($4.49B -> $7.37B). IAPD ↗institutional

$7.37B RAUM · 30 reps · (713) 470-4208 · alliantretirementconsulting.com

PNC STEEL CITY ADVISORS, LLC — reported RAUM up 60% ($1.70B -> $2.72B). IAPD ↗institutional

$2.72B RAUM · 12 reps · 312-454-2922

APOLLO CAPITAL CREDIT ADVISER, LLC — reported RAUM up 63% ($1.44B -> $2.35B). IAPD ↗institutional

$2.35B RAUM · 912 reps · (212) 515-3200 · apollo.com

KESTRA INVESTMENT MANAGEMENT, LLC. — reported RAUM up 65% ($2.62B -> $4.31B). IAPD ↗institutional

$4.31B RAUM · 13 reps · 844-553-7872

SG TRADING SOLUTIONS, LLC — reported RAUM up 70% ($535.2M -> $911.7M). IAPD ↗institutional

$911.7M RAUM · 3 reps · (801) 683-2856

HPS ADVISORS, LLC — reported RAUM up 62% ($17.64B -> $28.55B). IAPD ↗institutional

$28.55B RAUM · 402 reps · 212-287-6767

PROFUND ADVISORS LLC — reported RAUM up 58% ($3.30B -> $5.20B). IAPD ↗institutional

$5.20B RAUM · 35 reps · (240) 497-6400 · profunds.com

ARMOUR CAPITAL MANAGEMENT LP — reported RAUM up 55% ($13.55B -> $21.01B). IAPD ↗institutional

$21.01B RAUM · 6 reps · 772-617-4340 · armourcap.com

ALGEBRIS INVESTMENTS (US) INC. — reported RAUM up 59% ($4.36B -> $6.94B). IAPD ↗institutional

$6.94B RAUM · 4 reps · 617-648-4829 · spreaker.com

SYMMETRY INVESTMENTS US LLC — reported RAUM up 57% ($10.73B -> $16.83B). IAPD ↗institutional

$16.83B RAUM · 9 reps · 212-381-4000 · symmetryinvestments.com

STRENGTH CAPITAL PARTNERS, LLC — crossed $500M in regulatory AUM ($435.8M -> $528.0M). IAPD ↗institutional

$528.0M RAUM · 9 reps · 248-593-6872 · strengthcapital.com

GIFFORD FONG ASSOCIATES — crossed $500M in regulatory AUM ($418.6M -> $517.0M). IAPD ↗institutional

$517.0M RAUM · 5 reps · 925-299-7800 · gfong.com

NORTHMARQ FUND MANAGEMENT, LLC — crossed $500M in regulatory AUM ($491.7M -> $541.3M). IAPD ↗institutional

$541.3M RAUM · 7 reps · 503-952-0700 · northmarq.com

BRIGHT ROCK CAPITAL MANAGEMENT LLC — crossed $500M in regulatory AUM ($492.0M -> $536.0M). IAPD ↗institutional

$536.0M RAUM · 3 reps · 781-982-6792 · brightrockcap.com

TAIBER, KOSMALA & ASSOCIATES, LLC — crossed $500M in regulatory AUM ($499.8M -> $716.7M). IAPD ↗institutional

$716.7M RAUM · 7 reps · 312-300-4781 · taiberkosmala.com

EAB INVESTMENT GROUP, LLC — crossed $500M in regulatory AUM ($219.6M -> $506.0M). IAPD ↗institutional

$506.0M RAUM · 4 reps · 646-583-0032 · eabinvestmentgroup.com

USCF ADVISERS — crossed $500M in regulatory AUM ($416.0M -> $714.9M). IAPD ↗institutional

$714.9M RAUM · 6 reps · 510-522-9600 · uscfinvestments.com

MANA ADVISORS LLC — crossed $500M in regulatory AUM ($436.0M -> $509.0M). IAPD ↗institutional

$509.0M RAUM · 2 reps · 332-201-7620

SST BENEFITS CONSULTING — crossed $500M in regulatory AUM ($280.4M -> $524.1M). IAPD ↗institutional

$524.1M RAUM · 3 reps · 949.460.9898

IBN ASSET MANAGEMENT, LLC — crossed $500M in regulatory AUM ($485.4M -> $508.2M). IAPD ↗institutional

$508.2M RAUM · 6 reps · 805-277-4738

THOMASLLOYD CLIMATE SOLUTIONS LLC — crossed $500M in regulatory AUM ($493.6M -> $558.2M). IAPD ↗institutional

$558.2M RAUM · 2 reps · (914) 449-9703

ICR PARTNERS — crossed $500M in regulatory AUM ($479.8M -> $798.7M). IAPD ↗institutional

$798.7M RAUM · 1 reps · (817) 854-3253

QUANTECH SOLUTION PARTNERS NORTH AMERICA INC. — crossed $500M in regulatory AUM ($296.1M -> $517.9M). IAPD ↗institutional

$517.9M RAUM · 2 reps · 2129184580

AXQ CAPITAL, LP — crossed $500M in regulatory AUM ($286.6M -> $727.1M). IAPD ↗institutional

$727.1M RAUM · 3 reps · (917) 740-9028

NEWPOINT REAL ESTATE INVESTMENT MANAGEMENT LLC — crossed $500M in regulatory AUM ($225.8M -> $690.1M). IAPD ↗institutional

$690.1M RAUM · 4 reps · 888-330-6774

DECAGON ASSET MANAGEMENT (US) LP — crossed $500M in regulatory AUM ($304.3M -> $720.8M). IAPD ↗institutional

$720.8M RAUM · 1 reps · 646-485-6430 · decagonam.com

WISDOMTREE DIGITAL MANAGEMENT, INC. — crossed $500M in regulatory AUM ($129.0M -> $766.0M). IAPD ↗institutional

$766.0M RAUM · 3 reps · 212-801-2080 · wisdomtree.com

ANCIENT MANAGEMENT LP D/B/A ANCIENT — crossed $500M in regulatory AUM ($448.3M -> $531.5M). IAPD ↗institutional

$531.5M RAUM · 5 reps · 212-870-8751 · ancientlp.com

CAZ INVESTMENTS REGISTERED ADVISER LLC — crossed $500M in regulatory AUM ($179.9M -> $540.6M). IAPD ↗institutional

$540.6M RAUM · 68 reps · 713-403-8250

5CLP ADVISOR — crossed $500M in regulatory AUM ($34.1M -> $601.8M). IAPD ↗institutional

$601.8M RAUM · 12 reps · 212-516-3171

CURAFIN ADVISORS — crossed $500M in regulatory AUM ($448.4M -> $748.4M). IAPD ↗institutional

$748.4M RAUM · 2 reps · 480-284-7080 · curafinadvisors.com

SOPHRON CAPITAL MANAGEMENT — crossed $500M in regulatory AUM ($477.6M -> $527.3M). IAPD ↗institutional

$527.3M RAUM · 2 reps · 212-970-9451

VISTASHARES — crossed $500M in regulatory AUM ($4.8M -> $984.0M). IAPD ↗institutional

$984.0M RAUM · 6 reps · 917-319-4683 · vistashares.com

MANTEIO SCALABLE TECHNOLOGIES LLC — crossed $500M in regulatory AUM ($428.6M -> $582.5M). IAPD ↗institutional

$582.5M RAUM · 6 reps · 917-736-9209 · mast-funds.com

SARDIS GROUP, LLC — crossed $500M in regulatory AUM ($198.3M -> $531.2M). IAPD ↗institutional

$531.2M RAUM · 6 reps · (404) 282-5552 · sardisgroup.com

ALTIUM INVESTMENT STRATEGIES LLC — crossed $500M in regulatory AUM ($184.8M -> $517.7M). IAPD ↗institutional

$517.7M RAUM · 4 reps · 813-215-7783

RANGE ROCK CAPITAL — crossed $500M in regulatory AUM ($109.8M -> $548.3M). IAPD ↗institutional

$548.3M RAUM · 3 reps · 617-431-3030

VARCOV CO. — crossed $500M in regulatory AUM ($150.1M -> $549.6M). IAPD ↗institutional

$549.6M RAUM · 2 reps · 203-543-9165 · varcov.com

PLUM ISLAND PARTNERS LLC — crossed $500M in regulatory AUM ($300.0M -> $550.0M). IAPD ↗institutional

$550.0M RAUM · 8 reps · 212-600-9200

BOLTON INVESTMENT — reported RAUM up 80% ($138.5M -> $249.1M). IAPD ↗institutional

$249.1M RAUM · 7 reps · 410 547-0500 · boltonusa.com

VAN ECK ASSOCIATES CORP. — reported RAUM up 50% ($83.53B -> $125.61B). IAPD ↗institutional

$125.61B RAUM · 46 reps · 212-293-2000 · soundcloud.com

ADVANTAGE ADVISERS MULTI-MANAGER, L.L.C. — reported RAUM up 87% ($2.63B -> $4.91B). IAPD ↗fund

$4.91B RAUM · 4 reps · 212-667-4225

PAAMCO PRISMA, LLC — reported RAUM up 177% ($5.21B -> $14.45B). IAPD ↗fund

$14.45B RAUM · 33 reps · 949-261-4900 · paamcoprisma.com

NUMERIC INVESTORS LLC — reported RAUM up 87% ($50.58B -> $94.40B). IAPD ↗fund

$94.40B RAUM · 45 reps · 617 897 7800 · man.com

PINE RIVER CAPITAL MANAGEMENT L.P. — reported RAUM up 95% ($24.05B -> $46.87B). IAPD ↗fund

$46.87B RAUM · 14 reps · 612-238-3300 · prcm.com

TWO SIGMA INVESTMENTS, LP — reported RAUM up 111% ($110.28B -> $232.82B). IAPD ↗fund

$232.82B RAUM · 784 reps · (212) 625-5700 · twosigma.cn

CFI PARTNERS — reported RAUM up 322% ($6.24B -> $26.31B). IAPD ↗fund

$26.31B RAUM · 23 reps · 312-416-4300

YORK CAPITAL MANAGEMENT — reported RAUM up 102% ($1.62B -> $3.26B). IAPD ↗fund

$3.26B RAUM · 11 reps · 212-300-1300 · yorkcapital.com

VOLEON CAPITAL MANAGEMENT LP — reported RAUM up 80% ($16.36B -> $29.38B). IAPD ↗fund

$29.38B RAUM · 28 reps · 510-704-9870

PENTWATER CAPITAL MANAGEMENT LP — reported RAUM up 106% ($9.35B -> $19.26B). IAPD ↗fund

$19.26B RAUM · 20 reps · 239-384-9750 · pwcm.com

STERLING INVESTMENT PARTNERS ADVISERS, LLC — reported RAUM up 113% ($1.85B -> $3.94B). IAPD ↗fund

$3.94B RAUM · 17 reps · 203-226-8711

GREENBRIAR EQUITY GROUP — reported RAUM up 96% ($8.00B -> $15.65B). IAPD ↗fund

$15.65B RAUM · 26 reps · 203-302-2500

PENSERRA CAPITAL MANAGEMENT LLC — reported RAUM up 52% ($11.50B -> $17.50B). IAPD ↗institutional

$17.50B RAUM · 7 reps · 800-456-8850 · penserracapital.com

GLADE BROOK CAPITAL PARTNERS LLC — reported RAUM up 86% ($2.13B -> $3.96B). IAPD ↗fund

$3.96B RAUM · 9 reps · 203-861-3000 · gladebrookcapital.com

VALOR EQUITY PARTNERS — reported RAUM up 127% ($26.08B -> $59.32B). IAPD ↗fund

$59.32B RAUM · 68 reps · 312-683-1900

ARLINGTON CAPITAL PARTNERS — reported RAUM up 87% ($9.73B -> $18.19B). IAPD ↗fund

$18.19B RAUM · 31 reps · 202-337-7500 · arlingtoncap.com

WINDROSE HEALTH INVESTORS, LLC — reported RAUM up 90% ($3.68B -> $7.01B). IAPD ↗fund

$7.01B RAUM · 17 reps · 212-887-2105 · windrose.com

ATLAS HOLDINGS LLC — reported RAUM up 81% ($10.03B -> $18.12B). IAPD ↗fund

$18.12B RAUM · 57 reps · 203-622-9138 · atlasholdingsllc.com

137 VENTURES MANAGEMENT, LLC — reported RAUM up 110% ($5.63B -> $11.82B). IAPD ↗fund

$11.82B RAUM · 9 reps · 415-513-5222

THRIVE CAPITAL — reported RAUM up 117% ($23.30B -> $50.49B). IAPD ↗fund

$50.49B RAUM · 33 reps · (646) 680-0240

MACKENZIE INVESTMENTS — reported RAUM up 103% ($8.89B -> $18.07B). IAPD ↗fund

$18.07B RAUM · 10 reps · 617-439-9500 · mackenzieinvestments.com

KOPERNIK GLOBAL INVESTORS, LLC — reported RAUM up 85% ($5.52B -> $10.18B). IAPD ↗fund

$10.18B RAUM · 22 reps · 813-314-6100

RIVER CANYON FUND MANAGEMENT LLC — reported RAUM up 82% ($1.14B -> $2.08B). IAPD ↗fund

$2.08B RAUM · 55 reps · 214 253 6000 · rivercanyonfunds.com

DLD ASSET MANAGEMENT, LP — reported RAUM up 84% ($1.62B -> $2.99B). IAPD ↗fund

$2.99B RAUM · 12 reps · 347-735-5115 · dldam.com

NEWOAK ASSET MANAGEMENT LLC — reported RAUM up 91% ($29.8M -> $57.1M). IAPD ↗institutional

$57.1M RAUM · 3 reps · 212 209 0850 · newoak.com

GARDA CAPITAL PARTNERS — reported RAUM up 94% ($106.64B -> $207.10B). IAPD ↗fund

$207.10B RAUM · 70 reps · 612-330-4900 · gardacp.dk

PABRAI WAGONS ADVISORS — reported RAUM up 124% ($46.5M -> $104.0M). IAPD ↗institutional

$104.0M RAUM · 3 reps · 512.999.7110

COVE CAPITAL MANAGEMENT INC. — reported RAUM up 105% ($120.9M -> $247.5M). IAPD ↗institutional

$247.5M RAUM · 3 reps · 615-730-7410

FAIRMOUNT FUNDS MANAGEMENT LLC — reported RAUM up 83% ($3.17B -> $5.80B). IAPD ↗fund

$5.80B RAUM · 12 reps · 267-262-5300 · fairmountfunds.com

GSA CAPITAL PARTNERS (NEW YORK) LP — reported RAUM up 167% ($88.9M -> $237.6M). IAPD ↗institutional

$237.6M RAUM · 4 reps · +1 917 210 0705 · gsacapital.com

QUIET CAPITAL MANAGEMENT, LLC — reported RAUM up 118% ($2.47B -> $5.38B). IAPD ↗fund

$5.38B RAUM · 9 reps · 415-840-0555 · quiet.com

HOF CAPITAL — reported RAUM up 195% ($2.46B -> $7.25B). IAPD ↗fund

$7.25B RAUM · 15 reps · (646) 503-5030

HANWHA ASSET MANAGEMENT (USA) LTD. — reported RAUM up 91% ($2.09B -> $4.00B). IAPD ↗fund

$4.00B RAUM · 15 reps · (415) 534-1190

GOLDENTREE ASSET MANAGEMENT CREDIT ADVISOR LLC — reported RAUM up 237473672% ($100 -> $237.5M). IAPD ↗institutional

$237.5M RAUM · 80 reps · 212-847-3459 · goldentreefunds.com

GIGAFUND — reported RAUM up 116% ($6.92B -> $14.97B). IAPD ↗fund

$14.97B RAUM · 4 reps · 833-444-2386

DAKOTA INVESTMENTS, LLC — reported RAUM up 114% ($58.2M -> $124.8M). IAPD ↗institutional

$124.8M RAUM · 3 reps · (610) 937-5211 · hardmanjohnstonfunds.com

FLAT FOOTED LLC — reported RAUM up 99% ($1.03B -> $2.06B). IAPD ↗fund

$2.06B RAUM · 2 reps · 917-947-9071

LMR PARTNERS LLC — reported RAUM up 81% ($77.25B -> $140.11B). IAPD ↗fund

$140.11B RAUM · 66 reps · 646-891-5701 · lmrpartners.com

EMPROS CAPITAL LLC — reported RAUM up 124% ($1.04B -> $2.34B). IAPD ↗fund

$2.34B RAUM · 9 reps · 415-234-7318

PREP INVESTMENT ADVISERS, L.L.C. — reported RAUM up 83% ($1.04B -> $1.91B). IAPD ↗fund

$1.91B RAUM · 34 reps · 312-499-1952

NORTH HUDSON RESOURCE PARTNERS LP — reported RAUM up 95% ($1.32B -> $2.58B). IAPD ↗fund

$2.58B RAUM · 7 reps · (713) 936-6563

QUID CAPITAL GROUP HOLDINGS, LLC — reported RAUM up 121% ($3.52B -> $7.76B). IAPD ↗fund

$7.76B RAUM · 6 reps · 424-238-2927 · troycapitalpartners.com

BLUE OWL TECHNOLOGY CREDIT ADVISORS LLC — reported RAUM up 128% ($7.06B -> $16.10B). IAPD ↗fund

$16.10B RAUM · 250 reps · (212) 419-3000 · blueowl.com

BLUE GROTTO CAPITAL, LLC — reported RAUM up 80% ($1.16B -> $2.10B). IAPD ↗fund

$2.10B RAUM · 4 reps · 404.381.1890 · bluegrottocapital.com

59 NORTH CAPITAL MANAGEMENT, LP — reported RAUM up 78% ($4.22B -> $7.50B). IAPD ↗fund

$7.50B RAUM · 5 reps · (713) 955-4809

NORTHCREST ASSET MANAGEMENT — reported RAUM up 50% ($2.88B -> $4.33B). IAPD ↗institutional

$4.33B RAUM · 6 reps · 763-417-1700

EMERALD LAKE CAPITAL MANAGEMENT, L.P. — reported RAUM up 101% ($1.53B -> $3.06B). IAPD ↗fund

$3.06B RAUM · 14 reps · 424-768-9302 · emeraldlakecapital.com

RITTER ALPHA, LP — reported RAUM up 88% ($36.0M -> $67.9M). IAPD ↗institutional

$67.9M RAUM · 2 reps · 203-945-7567

BLACKSTONE CLO MANAGEMENT LLC — reported RAUM up 194% ($10.42B -> $30.69B). IAPD ↗fund

$30.69B RAUM · 408 reps · 212-503-2100 · blackstone.com

BANNER RIDGE PARTNERS — reported RAUM up 81% ($8.46B -> $15.32B). IAPD ↗fund

$15.32B RAUM · 19 reps · (212) 301-7135

PRYSM CAPITAL, L.P. — reported RAUM up 101% ($3.41B -> $6.86B). IAPD ↗fund

$6.86B RAUM · 9 reps · 609-651-5125 · prysmcapital.com

BAIN CAPITAL INSURANCE SOLUTIONS, LP — reported RAUM up 80% ($3.00B -> $5.39B). IAPD ↗fund

$5.39B RAUM · 32 reps · 617-516-2318

BNY MELLON ETF INVESTMENT ADVISER, LLC — reported RAUM up 53% ($7.25B -> $11.10B). IAPD ↗institutional

$11.10B RAUM · 2 reps · 212-635-6980 · bny.com

ETHOS CAPITAL LP — reported RAUM up 106% ($3.07B -> $6.31B). IAPD ↗fund

$6.31B RAUM · 7 reps · 617-880-8000

TIMBER POINT CAPITAL MANAGEMENT — reported RAUM up 345% ($42.4M -> $188.3M). IAPD ↗institutional

$188.3M RAUM · 3 reps · 9148983038 · timberpointcapital.com

WASHINGTON HARBOUR PARTNERS LP — reported RAUM up 192% ($1.62B -> $4.73B). IAPD ↗fund

$4.73B RAUM · 8 reps · 202-891-6202 · washingtonharbour.com

BEDFORD RIDGE CAPITAL — reported RAUM up 102% ($1.29B -> $2.61B). IAPD ↗fund

$2.61B RAUM · 3 reps · 312-530-9983 · bedfordridgecapital.com

TWO SEAS CAPITAL LP — reported RAUM up 92% ($1.47B -> $2.82B). IAPD ↗fund

$2.82B RAUM · 7 reps · 914-690-8253 · twoseascap.com

PLEXUS CAPITAL — reported RAUM up 118% ($1.73B -> $3.77B). IAPD ↗fund

$3.77B RAUM · 33 reps · 919-256-6340

ASCEND PARTNERS — reported RAUM up 87% ($1.16B -> $2.18B). IAPD ↗fund

$2.18B RAUM · 13 reps · 646-689-2100 · ascendpartners.com

ANDROS CAPITAL PARTNERS LLC — reported RAUM up 104% ($1.72B -> $3.51B). IAPD ↗fund

$3.51B RAUM · 6 reps · 713-568-0701 · androscapital.com

FOURSIXTHREE CAPITAL LP — reported RAUM up 95% ($1.63B -> $3.18B). IAPD ↗fund

$3.18B RAUM · 10 reps · 646-805-5400 · 463cap.com

PACIFIC AVENUE CAPITAL PARTNERS MANAGEMENT COMPANY LLC — reported RAUM up 119% ($1.36B -> $2.98B). IAPD ↗fund

$2.98B RAUM · 33 reps · 424.955.6388 · pacificavenuecapital.com

ARDMORE ROAD ASSET MANAGEMENT LP — reported RAUM up 79% ($1.59B -> $2.83B). IAPD ↗fund

$2.83B RAUM · 13 reps · 646-793-6220 · ardmoreroad.com

TCG CROSSOVER MANAGEMENT, LLC — reported RAUM up 181% ($1.80B -> $5.06B). IAPD ↗fund

$5.06B RAUM · 9 reps · 650-924-9424 · tcgcrossover.com

TPG SOLUTIONS ADVISORS — reported RAUM up 90% ($6.11B -> $11.61B). IAPD ↗fund

$11.61B RAUM · 46 reps · 817-871-4000

GROWTHCURVE CAPITAL LP — reported RAUM up 77% ($1.83B -> $3.24B). IAPD ↗fund

$3.24B RAUM · 25 reps · 212-970-1900 · growthcurvecapital.com

TIFIN GIVE — reported RAUM up 562% ($4.7M -> $30.9M). IAPD ↗institutional

$30.9M RAUM · 2 reps · 646 389-0402 · tifin.com

K5 GLOBAL ADVISOR LLC — reported RAUM up 132% ($2.52B -> $5.85B). IAPD ↗fund

$5.85B RAUM · 5 reps · 305-206-8533 · k5global.com

INTEGRUM HOLDINGS LP — reported RAUM up 114% ($2.55B -> $5.48B). IAPD ↗fund

$5.48B RAUM · 16 reps · 212-970-2500 · integrum.us

OC INVESTMENT MANAGEMENT LP — reported RAUM up 107% ($31.39B -> $64.98B). IAPD ↗fund

$64.98B RAUM · 3 reps · +1 305 813-0610

FIDELITY DIVERSIFYING SOLUTIONS LLC — reported RAUM up 95% ($9.66B -> $18.88B). IAPD ↗fund

$18.88B RAUM · 44 reps · 617-563-7000

KELLY INTELLIGENCE — reported RAUM up 133% ($35.0M -> $81.7M). IAPD ↗institutional

$81.7M RAUM · 2 reps · 303-499-1959

SANDBROOK CAPITAL MANAGEMENT LP — reported RAUM up 87% ($2.45B -> $4.58B). IAPD ↗fund

$4.58B RAUM · 26 reps · 475-268-1450

VALEAS CAPITAL PARTNERS — reported RAUM up 87% ($1.30B -> $2.43B). IAPD ↗fund

$2.43B RAUM · 15 reps · 415-992-3131 · valeas.com

DIVISADERO STREET CAPITAL MANAGEMENT, LP — reported RAUM up 148% ($1.05B -> $2.61B). IAPD ↗fund

$2.61B RAUM · 8 reps · 917-318-3611

DOUBLELINE ETF ADVISER LP — reported RAUM up 55% ($1.37B -> $2.13B). IAPD ↗institutional

$2.13B RAUM · 89 reps · (813)791-7333

BLACKSTONE PRIVATE INVESTMENTS ADVISORS L.L.C. — reported RAUM up 145% ($7.32B -> $17.93B). IAPD ↗fund

$17.93B RAUM · 32 reps · 212-583-5000 · bxpef.com

RELATIVE SENTIMENT TECHNOLOGIES, LLC — reported RAUM up 426% ($20.0M -> $105.4M). IAPD ↗institutional

$105.4M RAUM · 1 reps · 845-475-7905

KINETIC PARTNERS MANAGEMENT, LP — reported RAUM up 105% ($2.31B -> $4.73B). IAPD ↗fund

$4.73B RAUM · 8 reps · 305-390-4400 · kineticpartners.com

SPEARHEAD ADMINISTRATIVE SERVICES, LLC — reported RAUM up 78% ($2.16B -> $3.83B). IAPD ↗fund

$3.83B RAUM · 3 reps · 855-615-5318

CQL CAPITAL MANAGEMENT — reported RAUM up 82% ($15.1M -> $27.4M). IAPD ↗institutional

$27.4M RAUM · 3 reps · 314-896-2211 · cqlcap.com

INNOVATION X ADVISORS — reported RAUM up 146% ($1.83B -> $4.52B). IAPD ↗fund

$4.52B RAUM · 3 reps · 2402231988

AIP MANAGEMENT US — reported RAUM up 54% ($1.51B -> $2.33B). IAPD ↗institutional

$2.33B RAUM · 2 reps · 1 (929) 632 8603 · aipmanagement.dk

NVERSES CAPITAL, LLC — reported RAUM up 85% ($99.5M -> $184.1M). IAPD ↗institutional

$184.1M RAUM · 9 reps · 732-742-7703 · nversescapital.com

TRUELINK CAPITAL MANAGEMENT, LLC — reported RAUM up 137% ($1.77B -> $4.20B). IAPD ↗fund

$4.20B RAUM · 22 reps · 310-736-5853 · truelinkcap.com

NEUBERGER BERMAN LOAN ADVISERS IV LLC — reported RAUM up 77% ($3.44B -> $6.07B). IAPD ↗fund

$6.07B RAUM · 3 reps · 312-325-7700

OXFORD PARK MANAGEMENT, LLC — reported RAUM up 176% ($25.9M -> $71.4M). IAPD ↗institutional

$71.4M RAUM · 7 reps · 203-983-5275 · oxfordfunds.com

HALO INVESTMENT SERVICES, LLC — reported RAUM up 84% ($32.6M -> $60.0M). IAPD ↗institutional

$60.0M RAUM · 21 reps · 312-586-2790

VESTAL POINT CAPITAL, LP — reported RAUM up 96% ($2.79B -> $5.47B). IAPD ↗fund

$5.47B RAUM · 8 reps · 646-989-4000 · vestalpoint.com

THE LINONIA PARTNERSHIP LP — reported RAUM up 78% ($3.28B -> $5.84B). IAPD ↗fund

$5.84B RAUM · 8 reps · (646) 989 4226 · linonia.com

VISTA CREDIT BDC MANAGEMENT, L.P. — reported RAUM up 54% ($1.15B -> $1.77B). IAPD ↗institutional

$1.77B RAUM · 0 reps · (212) 804-9100 · vistaequitypartners.com

CONSTELLATION WEALTH CAPITAL — reported RAUM up 99% ($1.27B -> $2.52B). IAPD ↗fund

$2.52B RAUM · 9 reps · 312-626-6067 · constellationwealthcapital.com

BLACKSTONE PRIVATE CREDIT STRATEGIES LLC — reported RAUM up 105% ($28.30B -> $57.92B). IAPD ↗fund

$57.92B RAUM · 443 reps · 212-503-2100

ASPIRE STRATEGIST PORTFOLIOS LLC — reported RAUM up 193% ($33.2M -> $97.3M). IAPD ↗institutional

$97.3M RAUM · 3 reps · 212 292 3177 · aspiresp.com

MEKETA CAPITAL, LLC — reported RAUM up 130% ($36.1M -> $83.0M). IAPD ↗institutional

$83.0M RAUM · 14 reps · 720-697-1010 · meketacapital.com

BREAKWALL INVESTMENT ADVISOR LLC — reported RAUM up 99% ($1.77B -> $3.52B). IAPD ↗fund

$3.52B RAUM · 8 reps · 516-363-2004 · breakwallcap.com

PEAKSHARES LLC — reported RAUM up 531% ($17.4M -> $110.0M). IAPD ↗institutional

$110.0M RAUM · 3 reps · 877-577-3257 · peaksharesfunds.com

D2 ASSET MANAGEMENT — reported RAUM up 78% ($1.01B -> $1.79B). IAPD ↗fund

$1.79B RAUM · 9 reps · 214-831-5640 · d2-am.com

NIOBRARA CAPITAL PARTNERS — reported RAUM up 121% ($7.74B -> $17.07B). IAPD ↗fund

$17.07B RAUM · 10 reps · 917-944-1484 · niobraracap.com

VARIADIC LLC — reported RAUM up 85% ($103.6M -> $191.4M). IAPD ↗institutional

$191.4M RAUM · 10 reps · 646-916-1581 · variadic.com

KING RIDGE CAPITAL ADVISORS, LLC — reported RAUM up 546% ($7.0M -> $45.1M). IAPD ↗institutional

$45.1M RAUM · 2 reps · 617-797-2024

PACIFIC WAY CAPITAL MANAGEMENT, LLC — reported RAUM up 1880% ($1.70B -> $33.57B). IAPD ↗fund

$33.57B RAUM · 4 reps · 646-893-4859

MANISPACE CAPITAL — reported RAUM up 274% ($26.1M -> $97.4M). IAPD ↗institutional

$97.4M RAUM · 1 reps · 609-712-6527

FP STRATEGIES — reported RAUM up 159% ($56.5M -> $146.5M). IAPD ↗institutional

$146.5M RAUM · 5 reps · 9298123667

HARVEY CAPITAL PARTNERS, L.P. — 's provisional registration is now fully approved. IAPD ↗fund

$1.26B RAUM · 10 reps · 212 970 5500

BLANCHE PARK CAPITAL — 's provisional registration is now fully approved. IAPD ↗institutional

$167.3M RAUM · 1 reps · +1 (720) 565-2700 · bparkcap.com

PARK SQUARE CAPITAL USA LP — 's provisional registration is now fully approved. IAPD ↗fund

$18.90B RAUM · 48 reps · 1-646-681-4905

FRAMEWORK DIGITAL ADVISORS — 's provisional registration is now fully approved. IAPD ↗institutional

$0 RAUM · 1 reps · 9173000081

ROUTEBURN CAPITAL — 's provisional registration is now fully approved. IAPD ↗institutional

$175.8M RAUM · 2 reps · 917-573-4350

NX1 CAPITAL LP — 's provisional registration is now fully approved. IAPD ↗fund

$2.86B RAUM · 10 reps · 917-742-2739

GLOBAL X MANAGEMENT COMPANY LLC — reported RAUM up 49% ($55.75B -> $83.02B). IAPD ↗institutional

$83.02B RAUM · 30 reps · 212-644-6440 · globalxetfs.com

ADVISORSHARES — reported RAUM up 45% ($1.19B -> $1.72B). IAPD ↗institutional

$1.72B RAUM · 5 reps · 877-843-3831

KRANE FUNDS ADVISORS, LLC — reported RAUM up 46% ($7.95B -> $11.57B). IAPD ↗institutional

$11.57B RAUM · 12 reps · 212-933-0393

CHADLER INVESTMENT ADVISORY SOLUTIONS, LLC — reported RAUM up 73% ($134.5M -> $232.0M). IAPD ↗institutional

$232.0M RAUM · 2 reps · 732-595-2200 · acrisure.com

SACHEM HEAD CAPITAL MANAGEMENT LP — reported RAUM up 74% ($4.12B -> $7.16B). IAPD ↗fund

$7.16B RAUM · 10 reps · 212-714-3300 · sachemhead.com

ENGINEERS GATE MANAGER LP — reported RAUM up 71% ($13.57B -> $23.17B). IAPD ↗fund

$23.17B RAUM · 168 reps · 646-757-2800

G SQUARED EQUITY MANAGEMENT LP — reported RAUM up 74% ($3.79B -> $6.60B). IAPD ↗fund

$6.60B RAUM · 38 reps · 312-552-7160 · gsquared.com

BLACKROCK CAPITAL INVESTMENT ADVISORS, LLC — reported RAUM up 71% ($39.21B -> $66.93B). IAPD ↗fund

$66.93B RAUM · 35 reps · 302 797 2000 · douyin.com

AEQUIM ALTERNATIVE INVESTMENTS LP — reported RAUM up 72% ($4.81B -> $8.25B). IAPD ↗fund

$8.25B RAUM · 4 reps · 415-477-9077

MADISON AVENUE PARTNERS LP — reported RAUM up 71% ($2.30B -> $3.93B). IAPD ↗fund

$3.93B RAUM · 5 reps · (212) 702-8644 · madisonavenuepartners.com

TOMALES BAY CAPITAL — reported RAUM up 73% ($2.96B -> $5.11B). IAPD ↗fund

$5.11B RAUM · 1 reps · (415) 723-0608 · tomalesbaycapital.com

MTC WEALTH MANAGEMENT — reported RAUM up 58% ($207.7M -> $329.0M). IAPD ↗institutional

$329.0M RAUM · 9 reps · 888-727-9191

GREENSLEDGE ADVISORS LLC — reported RAUM up 49% ($1.56B -> $2.31B). IAPD ↗institutional

$2.31B RAUM · 0 reps · 212-792-5275

FORMENTERA PARTNERS LP — reported RAUM up 72% ($1.91B -> $3.29B). IAPD ↗fund

$3.29B RAUM · 11 reps · 512-320-9812

BANSK GROUP LLC — reported RAUM up 70% ($3.22B -> $5.48B). IAPD ↗fund

$5.48B RAUM · 21 reps · (646) 757-9137 · banskgroup.com

MERIDIEM CAPITAL PARTNERS LP — reported RAUM up 74% ($1.23B -> $2.15B). IAPD ↗fund

$2.15B RAUM · 10 reps · (469) 317-2120 · meridiemcapital.com

GLOBAL STRATEGIC RISK MANAGEMENT, LLC — reported RAUM up 71% ($1.70B -> $2.91B). IAPD ↗fund

$2.91B RAUM · 6 reps · 401-749-4589 · gsrm.io

QUADRATURE US INC. — reported RAUM up 73% ($16.66B -> $28.80B). IAPD ↗fund

$28.80B RAUM · 120 reps · 646-224-7425

BAXTER CAPITAL MANAGEMENT INC — reported RAUM up 41% ($2.98B -> $4.19B). IAPD ↗institutional

$4.19B RAUM · 3 reps · 317-706-0041

ELLINGTON MANAGEMENT GROUP, L.L.C. — reported RAUM up 69% ($12.28B -> $20.76B). IAPD ↗fund

$20.76B RAUM · 68 reps · 203-698-1200

CARRINGTON CAPITAL MANAGEMENT, LLC — reported RAUM up 43% ($3.55B -> $5.08B). IAPD ↗institutional

$5.08B RAUM · 32 reps · 203-661-6186

GLAZER CAPITAL, LLC. — reported RAUM up 67% ($4.08B -> $6.81B). IAPD ↗fund

$6.81B RAUM · 19 reps · 212-808-7304 · glazercapital.com

SANDS CAPITAL ALTERNATIVES, LLC — reported RAUM up 68% ($3.21B -> $5.41B). IAPD ↗fund

$5.41B RAUM · 66 reps · 703-562-4000 · sandscapital.com

HIGHVISTA STRATEGIES LLC — reported RAUM up 70% ($5.37B -> $9.10B). IAPD ↗fund

$9.10B RAUM · 30 reps · 617-406-6500 · highvistastrategies.com

FIGURE INVESTMENT ADVISORS, LLC — reported RAUM up 226% ($135.7M -> $442.2M). IAPD ↗fund

$442.2M RAUM · 2 reps · 628-236-5851 · figuremarkets.com

ORBIS INVESTMENT MANAGEMENT (U.S.), L.P. — reported RAUM up 225% ($124.6M -> $405.4M). IAPD ↗fund

$405.4M RAUM · 9 reps · +1 415 489 3600 · orbis.com

SAYBROOK FUND ADVISORS, LLC — reported RAUM up 111% ($218.7M -> $461.2M). IAPD ↗fund

$461.2M RAUM · 7 reps · 310-601-3710 · saybrookfundadvisors.com

CRAWFORD FUND MANAGEMENT, LLC — reported RAUM up 93% ($184.7M -> $356.1M). IAPD ↗fund

$356.1M RAUM · 4 reps · 617-274-5617 · crawfordfunds.com

RATAN CAPITAL MANAGEMENT, LP — reported RAUM up 105% ($196.1M -> $401.9M). IAPD ↗fund

$401.9M RAUM · 2 reps · 917-697-3008

SFW CAPITAL PARTNERS LP — reported RAUM up 85% ($502.0M -> $929.7M). IAPD ↗fund

$929.7M RAUM · 6 reps · 914-510-8910 · sfwcap.com

CONNECTIVE CAPITAL MANAGEMENT, LLC — reported RAUM up 212% ($100.3M -> $312.5M). IAPD ↗fund

$312.5M RAUM · 3 reps · (650) 321-4545 · connectcap.com

MQS MANAGEMENT, LLC — reported RAUM up 130% ($130.0M -> $299.4M). IAPD ↗fund

$299.4M RAUM · 5 reps · (212) 685-3600 · mqsmanagement.com

AOF MANAGEMENT LLC — reported RAUM up 94% ($238.2M -> $461.5M). IAPD ↗fund

$461.5M RAUM · 6 reps · (310) 691-1717

DARSANA CAPITAL PARTNERS LP — reported RAUM up 66% ($10.01B -> $16.67B). IAPD ↗fund

$16.67B RAUM · 11 reps · 212-589-5300

RED CEDAR INVESTMENT MANAGEMENT — reported RAUM up 68% ($1.98B -> $3.33B). IAPD ↗fund

$3.33B RAUM · 13 reps · 616-378-6916 · redcedarim.com

MUTIMA CAPITAL MANAGEMENT LLC — reported RAUM up 98% ($170.6M -> $337.4M). IAPD ↗fund

$337.4M RAUM · 3 reps · (212) 967-1222 · mutimacapital.com

CASTLE HOOK PARTNERS LP — reported RAUM up 66% ($6.61B -> $10.96B). IAPD ↗fund

$10.96B RAUM · 18 reps · 212-698-4720 · castlehook.com

ESCHATON OPPORTUNITIES FUND MANAGEMENT LP — reported RAUM up 84% ($181.2M -> $333.9M). IAPD ↗fund

$333.9M RAUM · 4 reps · (305) 925-0420 · eschatonfunds.com

BRIGHT PORTFOLIOS, LLC — reported RAUM up 67% ($81.1M -> $135.7M). IAPD ↗institutional

$135.7M RAUM · 2 reps · 877-274-7678 · brightportfolios.com

WINCOVE — reported RAUM up 83% ($266.7M -> $488.8M). IAPD ↗fund

$488.8M RAUM · 8 reps · (603) 770-9785

ARETEX CAPITAL MANAGEMENT, LP — reported RAUM up 184% ($88.6M -> $251.6M). IAPD ↗fund

$251.6M RAUM · 2 reps · 212-651-2260 · aretexcapital.com

ARTIST CAPITAL MANAGEMENT LLC — reported RAUM up 114% ($195.1M -> $417.6M). IAPD ↗fund

$417.6M RAUM · 4 reps · 212-218-7632 · artistcapital.com

KIRKOSWALD ASSET MANAGEMENT LLC — reported RAUM up 69% ($16.09B -> $27.16B). IAPD ↗fund

$27.16B RAUM · 18 reps · 1-332-207-4650

GLS CAPITAL, LLC — reported RAUM up 82% ($507.6M -> $924.7M). IAPD ↗fund

$924.7M RAUM · 7 reps · 312-900-0160

PROEM ADVISORS LLC — reported RAUM up 83% ($259.2M -> $474.1M). IAPD ↗fund

$474.1M RAUM · 4 reps · 214-706-9344 · proemasset.com

NOVA INFRASTRUCTURE MANAGEMENT, LLC — reported RAUM up 69% ($1.07B -> $1.81B). IAPD ↗fund

$1.81B RAUM · 17 reps · 646-889-8100 · novainfrastructure.com

BSP CLO MANAGEMENT LLC — reported RAUM up 66% ($7.36B -> $12.24B). IAPD ↗fund

$12.24B RAUM · 110 reps · 212-588-6770

HILL CITY CAPITAL LP — reported RAUM up 69% ($2.87B -> $4.86B). IAPD ↗fund

$4.86B RAUM · 5 reps · 617-702-7408 · hillcitycapital.com

XN LP — reported RAUM up 66% ($4.46B -> $7.41B). IAPD ↗fund

$7.41B RAUM · 18 reps · 646-849-0500 · xnlp.com

OUTCOME DRIVEN STRATEGIES, LLC — reported RAUM up 53% ($235.2M -> $360.4M). IAPD ↗institutional

$360.4M RAUM · 6 reps · 410-468-1695

GENERATIVE INVESTMENT PARTNERS LP — reported RAUM up 93% ($152.4M -> $293.9M). IAPD ↗fund

$293.9M RAUM · 3 reps · (203) 554-8000 · generativeinvest.com

ARIS MANAGEMENT, LLC — reported RAUM up 66% ($1.25B -> $2.08B). IAPD ↗fund

$2.08B RAUM · 912 reps · 212-515-3200

TACTICAL INFRASTRUCTURE PARTNERS — reported RAUM up 118% ($182.4M -> $398.3M). IAPD ↗fund

$398.3M RAUM · 6 reps · 315-388-8802 · tacticalinfra.com

SQUARE WAVE CAPITAL — reported RAUM up 310% ($104.7M -> $428.8M). IAPD ↗fund

$428.8M RAUM · 3 reps · 203-733-6139 · squarewavecapital.com

PROSSER CREEK ASSET MANAGEMENT LLC — reported RAUM up 96% ($136.3M -> $266.7M). IAPD ↗fund

$266.7M RAUM · 1 reps · 415-294-3507

IRENIC CAPITAL MANAGEMENT LP — reported RAUM up 65% ($1.45B -> $2.40B). IAPD ↗fund

$2.40B RAUM · 7 reps · 646-993-6330

OHA PRIVATE CREDIT ADVISORS LLC — reported RAUM up 42% ($2.53B -> $3.58B). IAPD ↗institutional

$3.58B RAUM · 113 reps · 212-326-1500 · oakhilladvisors.com

LOCK 8 PARTNERS — reported RAUM up 111% ($196.4M -> $414.7M). IAPD ↗fund

$414.7M RAUM · 7 reps · 202-460-4860 · lock8partners.com

10 EAST PARTNERS LLC — reported RAUM up 93% ($253.4M -> $490.3M). IAPD ↗fund

$490.3M RAUM · 7 reps · (646) 532-2440 · app.10east.co

US INNOVATIVE TECHNOLOGY CAPITAL MANAGEMENT, LLC — reported RAUM up 65% ($4.26B -> $7.03B). IAPD ↗fund

$7.03B RAUM · 12 reps · 312-948-9899 · usitfund.com

SELLARONDA GLOBAL MANAGEMENT LP — reported RAUM up 81% ($273.2M -> $493.1M). IAPD ↗fund

$493.1M RAUM · 3 reps · (212) 970-5110

ARTHUR VENTURES — reported RAUM up 66% ($1.55B -> $2.56B). IAPD ↗fund

$2.56B RAUM · 19 reps · 612-552-6792 · arthurventures.com

LEONID CAPITAL PARTNERS, LLC — reported RAUM up 114% ($169.4M -> $363.0M). IAPD ↗fund

$363.0M RAUM · 16 reps · 562-737-6935 · leonidcp.com

RAVENSWOOD PARTNERS LP — reported RAUM up 180% ($155.7M -> $436.1M). IAPD ↗fund

$436.1M RAUM · 3 reps · 703-382-8689

ANTHELION CAPITAL PARTNERS LLC — reported RAUM up 68% ($1.88B -> $3.15B). IAPD ↗fund

$3.15B RAUM · 7 reps · 212 339 1900

LINGOTTO US LLC — reported RAUM up 67% ($1.18B -> $1.97B). IAPD ↗fund

$1.97B RAUM · 11 reps · 44 (0) 20 3781 9332 · lingotto.com

ALTRIARCH ASSET MANAGEMENT, LLC — reported RAUM up 113% ($163.6M -> $349.1M). IAPD ↗fund

$349.1M RAUM · 5 reps · 704-607-8840 · altriarch.com

CONGRUENCE CAPITAL, LLC — reported RAUM up 168% ($124.3M -> $333.5M). IAPD ↗fund

$333.5M RAUM · 3 reps · 213-757-8205 · congruencecapital.com

ARCHITECT EQUITY — reported RAUM up 304% ($95.1M -> $383.9M). IAPD ↗fund

$383.9M RAUM · 13 reps · 310-504-3760

JAIN GLOBAL LLC — reported RAUM up 67% ($19.42B -> $32.39B). IAPD ↗fund

$32.39B RAUM · 240 reps · 212-671-4011 · jainglobal.com

5C ADVISOR — reported RAUM up 949% ($25.0M -> $262.2M). IAPD ↗fund

$262.2M RAUM · 12 reps · 212-516-3171 · 5cinvest.com

SOUNDCORE CAPITAL PARTNERS, LP — reported RAUM up 85% ($216.3M -> $400.4M). IAPD ↗fund

$400.4M RAUM · 15 reps · 212-812-1180

AFBI LP — reported RAUM up 68% ($1.40B -> $2.34B). IAPD ↗fund

$2.34B RAUM · 11 reps · 917-865-5747

DIADEMA PARTNERS LP — reported RAUM up 124% ($177.6M -> $397.9M). IAPD ↗fund

$397.9M RAUM · 4 reps · 646-979-8432 · diademapartnerslp.com

ISHARA INVESTMENTS LP — reported RAUM up 157% ($101.0M -> $259.1M). IAPD ↗fund

$259.1M RAUM · 5 reps · (818) 983-4448 · isharainvestments.com

GQG PRIVATE CAPITAL SOLUTIONS LLC — reported RAUM up 157% ($104.0M -> $266.8M). IAPD ↗fund

$266.8M RAUM · 7 reps · 754-218-5500

NEW CATALYST — reported RAUM up 82% ($185.0M -> $336.9M). IAPD ↗fund

$336.9M RAUM · 7 reps · 202-240-8775 · newcatalystsp.com

LINCOLN ENERGY HOLDINGS LLC — reported RAUM up 190% ($108.7M -> $315.3M). IAPD ↗fund

$315.3M RAUM · 7 reps · 720-909-6608 · delrioroyalty.com

CIFC PRIVATE CREDIT MANAGEMENT LLC — reported RAUM up 121% ($131.0M -> $289.9M). IAPD ↗fund

$289.9M RAUM · 89 reps · 786-652-3250 · cifc.com

TAP ROOT CAPITAL MANAGEMENT LP — reported RAUM up 160% ($114.3M -> $297.3M). IAPD ↗fund

$297.3M RAUM · 8 reps · (908) 292-0050 · taprootcap.com

LINEAGE POINT CAPITAL LP — reported RAUM up 55% ($190.3M -> $294.7M). IAPD ↗institutional

$294.7M RAUM · 2 reps · 561-956-6530 · lineagepointcapital.com

EVERVIEW PARTNERS, L.P. — 's provisional registration is now fully approved. IAPD ↗fund

$949.8M RAUM · 12 reps · (212)242-5800 · everviewcap.com

BARRAMUNDI ADVISORS LLC — 's provisional registration is now fully approved. IAPD ↗fund

$390.4M RAUM · 5 reps · 561-462-1200

A-STREET MANAGEMENT LP — 's provisional registration is now fully approved. IAPD ↗fund

$530.0M RAUM · 5 reps · 307-413-4592 · astreet.com

VALUEQUEST ADVISERS, LLC — 's provisional registration is now fully approved. IAPD ↗fund

$400.8M RAUM · 4 reps · 732-673-1956

THE INFORMED MOMENTUM COMPANY LLC — reported RAUM up 36% ($1.10B -> $1.49B). IAPD ↗institutional

$1.49B RAUM · 13 reps · 760-479-5080 · informedmomentum.com

PROPHET CAPITAL ASSET MANAGEMENT — reported RAUM up 61% ($3.28B -> $5.27B). IAPD ↗fund

$5.27B RAUM · 6 reps · 512-327-9500

DYNASTY WEALTH MANAGEMENT, LLC — reported RAUM up 60% ($8.67B -> $13.88B). IAPD ↗fund

$13.88B RAUM · 3 reps · 727-865-4809

ROCKLAND CAPITAL, LP — reported RAUM up 64% ($2.68B -> $4.39B). IAPD ↗fund

$4.39B RAUM · 15 reps · 281-863-9000 · rocklandcapital.com

DOMINUS CAPITAL MANAGEMENT, L.P. — reported RAUM up 60% ($1.04B -> $1.67B). IAPD ↗fund

$1.67B RAUM · 11 reps · 212-784-5440 · dominuscap.com

SOROBAN CAPITAL PARTNERS LP — reported RAUM up 64% ($9.58B -> $15.67B). IAPD ↗fund

$15.67B RAUM · 12 reps · 212-314-1300 · sorobancap.com

MAINSAIL PARTNERS — reported RAUM up 61% ($2.48B -> $4.00B). IAPD ↗fund

$4.00B RAUM · 28 reps · 512-772-2260

GREAT HILL PARTNERS — reported RAUM up 63% ($11.68B -> $18.99B). IAPD ↗fund

$18.99B RAUM · 69 reps · 617-790-9400

LIGHTSPEED VENTURE PARTNERS — reported RAUM up 60% ($31.19B -> $50.01B). IAPD ↗fund

$50.01B RAUM · 125 reps · 650-234-8300 · lsvp.com

STAR ASIA MANAGEMENT — reported RAUM up 39% ($3.45B -> $4.81B). IAPD ↗institutional

$4.81B RAUM · 2 reps · 856-281-1801

MONROE CAPITAL BDC ADVISORS, LLC — reported RAUM up 40% ($4.80B -> $6.71B). IAPD ↗institutional

$6.71B RAUM · 21 reps · (312) 258-8300

QUINN OPPORTUNITY PARTNERS — reported RAUM up 62% ($1.61B -> $2.61B). IAPD ↗fund

$2.61B RAUM · 1 reps · 917-770-2705 · quinnopportunities.com

SHELTER GROWTH CAPITAL PARTNERS LLC — reported RAUM up 63% ($2.86B -> $4.66B). IAPD ↗fund

$4.66B RAUM · 10 reps · 203-355-6100

DWIGHT SECURITIES MANAGEMENT LLC — reported RAUM up 61% ($2.83B -> $4.56B). IAPD ↗fund

$4.56B RAUM · 34 reps · 212-960-3750 · dwightmortgagetrust.com

KLAFF REALTY, LP — reported RAUM up 72% ($159.6M -> $275.0M). IAPD ↗fund

$275.0M RAUM · 2 reps · 312-360-1234

STRATOS INVESTMENT MANAGEMENT, LLC — reported RAUM up 36% ($2.44B -> $3.31B). IAPD ↗institutional

$3.31B RAUM · 4 reps · 4402104900 · stratosinvestmentmanagement.com

INNOVATOR CAPITAL MANAGEMENT, LLC — reported RAUM up 36% ($22.28B -> $30.24B). IAPD ↗institutional

$30.24B RAUM · 6 reps · 800-208-5212

QSEMBLE CAPITAL MANAGEMENT, LP — reported RAUM up 61% ($1.22B -> $1.95B). IAPD ↗fund

$1.95B RAUM · 5 reps · 646-813-3501 · qsemble.com

MEREWETHER INVESTMENT MANAGEMENT, LP — reported RAUM up 62% ($4.28B -> $6.91B). IAPD ↗fund

$6.91B RAUM · 18 reps · 214-453-5522 · merewetherinvestment.com

RPA FINANCIAL, LLC — reported RAUM up 36% ($7.99B -> $10.88B). IAPD ↗institutional

$10.88B RAUM · 4 reps · 415-526-2753

HUMAN CAPITAL — reported RAUM up 64% ($2.68B -> $4.38B). IAPD ↗fund

$4.38B RAUM · 15 reps · 415-295-2379 · human.capital

ATREIDES MANAGEMENT, LP — reported RAUM up 62% ($5.52B -> $8.94B). IAPD ↗fund

$8.94B RAUM · 15 reps · 617-422-0000 · atreidesmgmt.com

WOODLINE PARTNERS LP — reported RAUM up 61% ($22.74B -> $36.66B). IAPD ↗fund

$36.66B RAUM · 48 reps · 415-801-4550

CIM CAPITAL SA MANAGEMENT, LLC — reported RAUM up 64% ($82.1M -> $134.2M). IAPD ↗institutional

$134.2M RAUM · 16 reps · 323-860-4900

PICTET ASSET MANAGEMENT (USA) CORP — reported RAUM up 47% ($259.5M -> $382.0M). IAPD ↗institutional

$382.0M RAUM · 1 reps · 1 212 237 3190 · am.pictet.com

ERA PARTNERS LLC — reported RAUM up 64% ($1.01B -> $1.65B). IAPD ↗fund

$1.65B RAUM · 11 reps · 415-463-3965

DEEP TRACK CAPITAL, LP — reported RAUM up 61% ($5.19B -> $8.37B). IAPD ↗fund

$8.37B RAUM · 12 reps · 203-409-0810 · deeptrackcapital.com

ARDAN EQUITY PARTNERS, LLC — reported RAUM up 74% ($254.0M -> $441.4M). IAPD ↗fund

$441.4M RAUM · 6 reps · 917-304-7294

RICHBROOK ADVISORS, LP — reported RAUM up 63% ($1.02B -> $1.65B). IAPD ↗fund

$1.65B RAUM · 6 reps · 646-833-1020

FRAZIER LIFE SCIENCES MANAGEMENT, LP — reported RAUM up 61% ($4.33B -> $6.97B). IAPD ↗fund

$6.97B RAUM · 47 reps · 650-325-5156 · frazierls.com

IMPACTASSETS CAPITAL PARTNERS PB LLC — reported RAUM up 60% ($1.80B -> $2.89B). IAPD ↗fund

$2.89B RAUM · 15 reps · 855-920-2303 · impactassetscapital.com

NPPG PLAN PROFESSIONALS, LLC — reported RAUM up 38% ($4.55B -> $6.27B). IAPD ↗institutional

$6.27B RAUM · 2 reps · 732-758-1577 · nppg.com

CHECKPOINT CAPITAL L.P. — reported RAUM up 72% ($194.3M -> $333.8M). IAPD ↗fund

$333.8M RAUM · 2 reps · 914-355-0570 · checkpointlp.com

DIAMETER PRINCIPAL FINANCE LLC — reported RAUM up 40% ($2.47B -> $3.45B). IAPD ↗institutional

$3.45B RAUM · 62 reps · 212-665-1400 · diametercap.com

DOCKSIDE PLATFORMS — reported RAUM up 60% ($6.00B -> $9.63B). IAPD ↗fund

$9.63B RAUM · 3 reps · 917-563-4874

GENERAL INNOVATION CAPITAL, LLC — reported RAUM up 72% ($200.0M -> $345.0M). IAPD ↗fund

$345.0M RAUM · 6 reps · 917-816-1744

SWP INVESTMENT MANAGEMENT LLC — reported RAUM up 65% ($84.1M -> $138.4M). IAPD ↗institutional

$138.4M RAUM · 5 reps · 216-800-9000

NEWMILE CAPITAL LLC — reported RAUM up 48% ($198.9M -> $293.6M). IAPD ↗institutional

$293.6M RAUM · 5 reps · 703-307-5527 · newmilecapital.com

PACT — reported RAUM up 71% ($520.0M -> $891.7M). IAPD ↗fund

$891.7M RAUM · 13 reps · 646-650-8024 · pactcapitalpartners.com

ADVANTAGE ADVISERS MANAGEMENT, LLC — reported RAUM up 69% ($277.7M -> $468.8M). IAPD ↗fund

$468.8M RAUM · 4 reps · 212-667-4225

CONTEXT CAPITAL MANAGEMENT LLC — reported RAUM up 60% ($5.02B -> $8.01B). IAPD ↗fund

$8.01B RAUM · 8 reps · 858-481-3666

BIVIUM CAPITAL PARTNERS, LLC — reported RAUM up 32% ($5.10B -> $6.73B). IAPD ↗institutional

$6.73B RAUM · 10 reps · 415-825-0610 · biviumcapital.com

D. E. SHAW INVESTMENT MANAGEMENT, L.L.C. — reported RAUM up 59% ($21.05B -> $33.37B). IAPD ↗fund

$33.37B RAUM · 45 reps · 212-478-0000 · deshaw.com

WESTERLY CAPITAL MANAGEMENT LLC — reported RAUM up 70% ($288.0M -> $488.9M). IAPD ↗fund

$488.9M RAUM · 2 reps · 415-547-9000 · westerlycap.com

AKSIA LLC — reported RAUM up 58% ($22.31B -> $35.20B). IAPD ↗fund

$35.20B RAUM · 128 reps · 212-710-5710

HGGC, LLC — reported RAUM up 55% ($6.98B -> $10.84B). IAPD ↗fund

$10.84B RAUM · 39 reps · 650-321-4910

SILVERBAY CAPITAL MANAGEMENT LLC — reported RAUM up 31% ($12.25B -> $16.06B). IAPD ↗institutional

$16.06B RAUM · 30 reps · 212-716-6840

OBRA CAPITAL MANAGEMENT, LLC. — reported RAUM up 60% ($3.60B -> $5.75B). IAPD ↗fund

$5.75B RAUM · 84 reps · 917-831-1000

BAKER BROTHERS INVESTMENTS — reported RAUM up 56% ($18.02B -> $28.15B). IAPD ↗fund

$28.15B RAUM · 17 reps · 212-339-5600

DISCOVERY CAPITAL MANAGEMENT, LLC — reported RAUM up 57% ($4.30B -> $6.75B). IAPD ↗fund

$6.75B RAUM · 20 reps · 203-838-3188 · discoverycapitalmanagement.com

RP MANAGEMENT, LLC — reported RAUM up 58% ($1.36B -> $2.14B). IAPD ↗fund

$2.14B RAUM · 1 reps · 212-883-0200

PEAK ROCK CAPITAL LLC — reported RAUM up 60% ($4.56B -> $7.28B). IAPD ↗fund

$7.28B RAUM · 55 reps · 512-765-6520 · peakrockcapital.com

SESSA CAPITAL — reported RAUM up 59% ($4.72B -> $7.52B). IAPD ↗fund

$7.52B RAUM · 7 reps · 212-257-4410 · sessacapital.com

NEW STATE CAPITAL PARTNERS — reported RAUM up 56% ($1.25B -> $1.95B). IAPD ↗fund

$1.95B RAUM · 22 reps · 212-675-1600

WELLINGTON ALTERNATIVE INVESTMENTS — reported RAUM up 57% ($58.68B -> $92.17B). IAPD ↗fund

$92.17B RAUM · 1 reps · 617-951-5372

LWO LLC — reported RAUM up 65% ($539.5M -> $890.8M). IAPD ↗fund

$890.8M RAUM · 15 reps · 605-380-5347 · longwateropportunities.com

BASIS MANAGEMENT GROUP LLC — reported RAUM up 56% ($1.33B -> $2.07B). IAPD ↗fund

$2.07B RAUM · 44 reps · 212-842-5712 · basisinvgroup.com

MANTLE RIDGE LP — reported RAUM up 60% ($3.35B -> $5.35B). IAPD ↗fund

$5.35B RAUM · 6 reps · 646-762-8540 · mantleridge.com

RADIAN CAPITAL LLC — reported RAUM up 58% ($1.23B -> $1.94B). IAPD ↗fund

$1.94B RAUM · 23 reps · 888-384-8777

SOLEUS CAPITAL MANAGEMENT, L.P. — reported RAUM up 57% ($2.34B -> $3.66B). IAPD ↗fund

$3.66B RAUM · 12 reps · 475-208-3178

CAPACUITY LLC — reported RAUM up 31% ($10.60B -> $13.87B). IAPD ↗institutional

$13.87B RAUM · 11 reps · (407) 949-6889 · capacuity.com

INTEGRAL HEALTH ASSET MANAGEMENT, LLC — reported RAUM up 57% ($1.19B -> $1.87B). IAPD ↗fund

$1.87B RAUM · 8 reps · 201-370-2740 · integralhlth.com

LOGOS GLOBAL MANAGEMENT, L.P. — reported RAUM up 57% ($1.44B -> $2.25B). IAPD ↗fund

$2.25B RAUM · 5 reps · 415-801-4660

HIGH TRAIL CAPITAL — reported RAUM up 45% ($204.8M -> $296.9M). IAPD ↗institutional

$296.9M RAUM · 2 reps · 917-414-1733 · hightrailcapital.com

PRIMARK ADVISORS, LLC — reported RAUM up 44% ($257.5M -> $371.6M). IAPD ↗institutional

$371.6M RAUM · 2 reps · 303-529-2200 · primarkcapital.com

KENSINGTON ASSET MANAGEMENT, LLC — reported RAUM up 35% ($1.90B -> $2.56B). IAPD ↗institutional

$2.56B RAUM · 5 reps · 877-891-1222 · kensingtonassetmanagement.com

AVANCE INVESTMENT MANAGEMENT, LLC — reported RAUM up 58% ($1.65B -> $2.62B). IAPD ↗fund

$2.62B RAUM · 23 reps · (917) 693-9893 · avanceinv.com

CONTRARY LLC — reported RAUM up 67% ($287.8M -> $480.5M). IAPD ↗fund

$480.5M RAUM · 5 reps · 862-354-0870

CONDIRE MANAGEMENT, LP — reported RAUM up 56% ($1.20B -> $1.86B). IAPD ↗fund

$1.86B RAUM · 7 reps · 214-572-8921 · condireinvestorsllc.com

PASSAIC PARTNERS LLC — reported RAUM up 58% ($1.41B -> $2.24B). IAPD ↗fund

$2.24B RAUM · 3 reps · 201-603-7200

AFFINIUS CAPITAL LLC — reported RAUM up 60% ($19.48B -> $31.11B). IAPD ↗fund

$31.11B RAUM · 273 reps · 800-531-8182

READYSTATE ASSET MANAGEMENT — reported RAUM up 58% ($6.49B -> $10.26B). IAPD ↗fund

$10.26B RAUM · 23 reps · 312-471-8600

AGTB FUND MANAGER, LLC — reported RAUM up 34% ($3.37B -> $4.51B). IAPD ↗institutional

$4.51B RAUM · 88 reps · 212-692-2000 · agtbcap.com

VELOCITY CAPITAL ADVISORS LLC — reported RAUM up 59% ($1.33B -> $2.12B). IAPD ↗fund

$2.12B RAUM · 12 reps · 917-204-5967 · velocitycapllc.com

DUNN CAPITAL MANAGEMENT — reported RAUM up 43% ($187.6M -> $269.0M). IAPD ↗institutional

$269.0M RAUM · 6 reps · 772-286-4777

EMBLEM GROUP, L.P. — reported RAUM up 69% ($248.1M -> $419.4M). IAPD ↗fund

$419.4M RAUM · 10 reps · 781-208-2409 · emblem.investments

SONE CAPITAL MANAGEMENT, LLC — reported RAUM up 56% ($1.03B -> $1.61B). IAPD ↗fund

$1.61B RAUM · 5 reps · (212) 433-3400 · sonecap.com

TEMERITY STRATEGIC PARTNERS — reported RAUM up 69% ($180.0M -> $304.7M). IAPD ↗fund

$304.7M RAUM · 8 reps · 312-971-9855 · temeritystrategic.com

KAISER PARTNER FINANCIAL ADVISORS LTD. — crossed $1B in regulatory AUM ($981.7M -> $1.76B). IAPD ↗foreign

$1.76B RAUM · 6 reps · +41 44 752 51 52

LFA — crossed $1B in regulatory AUM ($883.4M -> $1.09B). IAPD ↗foreign

$1.09B RAUM · 9 reps · +41919212533 · lfa.ch

BASELINE WEALTH MANAGEMENT LTD. — crossed $1B in regulatory AUM ($853.4M -> $1.08B). IAPD ↗foreign

$1.08B RAUM · 9 reps · +41 58 105 76 20 · baselinewealth.com

AMELIORA WEALTH MANAGEMENT LTD. — crossed $1B in regulatory AUM ($877.7M -> $1.16B). IAPD ↗foreign

$1.16B RAUM · 9 reps · +41 43 336 10 90

GRATICULE ASIA MACRO ADVISORS LLC — crossed $1B in regulatory AUM ($682.3M -> $1.54B). IAPD ↗foreign

$1.54B RAUM · 10 reps · 65-6671-2500 · gama.com

OLD PEAK LIMITED — crossed $1B in regulatory AUM ($875.9M -> $1.33B). IAPD ↗foreign

$1.33B RAUM · 3 reps · +852 3667 7700 · oldpeakgroup.com

BROOKLANDS — crossed $1B in regulatory AUM ($844.5M -> $1.46B). IAPD ↗foreign

$1.46B RAUM · 2 reps · 44 (0)20 7291 8166 · brooklandsfund.com

TREZ CAPITAL FUND MANAGEMENT LIMITED PARTNERSHIP — crossed $1B in regulatory AUM ($515.4M -> $2.00B). IAPD ↗foreign

$2.00B RAUM · 6 reps · 604-689-0821 · trezcapital.com

GRATICULE ASSET MANAGEMENT ASIA PTE. LTD. — crossed $1B in regulatory AUM ($682.3M -> $1.54B). IAPD ↗foreign

$1.54B RAUM · 10 reps · 65-6671-2500 · gama.com

KINGS COURT CAPITAL PTE. LTD — crossed $1B in regulatory AUM ($512.9M -> $1.11B). IAPD ↗foreign

$1.11B RAUM · 5 reps · +65 6978 6507 · kingscourtcap.com

ROOT CAPITAL - GESTÃO DE RECURSOS LTDA. — crossed $1B in regulatory AUM ($721.5M -> $1.27B). IAPD ↗foreign

$1.27B RAUM · 12 reps · 55 11 5116 1900 · rootcapital.com.br

VIOLA CREDIT PARTNERS MANAGEMENT LIMITED PARTNERSHIP — crossed $1B in regulatory AUM ($856.3M -> $2.00B). IAPD ↗foreign

$2.00B RAUM · 20 reps · +97299520700 · viola-group.com

THE RAELIPSKIE PARTNERSHIP — crossed $1B in regulatory AUM ($938.1M -> $1.07B). IAPD ↗foreign

$1.07B RAUM · 11 reps · 519 578 6849 · raelipskie.com

PROMETHEUS WEALTH MANAGEMENT SAM — crossed $1B in regulatory AUM ($950.0M -> $1.24B). IAPD ↗foreign

$1.24B RAUM · 6 reps · 00377-99-99-75-75

AVALON GLOBAL ASSET MANAGEMENT LLC — crossed $500M in regulatory AUM ($443.8M -> $553.8M). IAPD ↗fund

$553.8M RAUM · 3 reps · 415-615-5200

INCA INVESTMENTS, LLC — crossed $500M in regulatory AUM ($468.4M -> $569.6M). IAPD ↗fund

$569.6M RAUM · 7 reps · 305-722-4300 · incainvestments.com

NORTHERN RIGHT CAPITAL MANAGEMENT, L.P. — crossed $500M in regulatory AUM ($398.1M -> $552.8M). IAPD ↗fund

$552.8M RAUM · 3 reps · (203) 883-9441 · northernrightcap.com

FIREBIRD MANAGEMENT — crossed $500M in regulatory AUM ($494.7M -> $745.0M). IAPD ↗fund

$745.0M RAUM · 4 reps · 212-698-9260 · fbird.com

DG CAPITAL MANAGEMENT, LLC — crossed $500M in regulatory AUM ($489.4M -> $521.9M). IAPD ↗fund

$521.9M RAUM · 11 reps · 646-942-5700

TSW II CAPITAL ADVISORS, LLC — crossed $500M in regulatory AUM ($446.5M -> $544.5M). IAPD ↗fund

$544.5M RAUM · 7 reps · 423-267-1430 · tsw3ventures.com

CADENT ENERGY PARTNERS — crossed $500M in regulatory AUM ($318.9M -> $643.5M). IAPD ↗fund

$643.5M RAUM · 2 reps · 203-638-5005 · cadentenergy.com

CALVERT STREET CAPITAL PARTNERS, INC. — crossed $500M in regulatory AUM ($421.0M -> $663.1M). IAPD ↗fund

$663.1M RAUM · 17 reps · 443-573-3700

CASTLE HARLAN, INC. — crossed $500M in regulatory AUM ($471.1M -> $678.0M). IAPD ↗fund

$678.0M RAUM · 11 reps · 212-644-8600 · castleharlan.com

REFLOW SERVICES, LLC — crossed $500M in regulatory AUM ($333.8M -> $521.4M). IAPD ↗fund

$521.4M RAUM · 2 reps · (888) 648-0668 · reflow.com

SAVANNA INVESTMENT MANAGEMENT LLC — crossed $500M in regulatory AUM ($366.7M -> $579.5M). IAPD ↗fund

$579.5M RAUM · 18 reps · 212-229-0101

MP NEXT CAPITAL — crossed $500M in regulatory AUM ($455.9M -> $590.7M). IAPD ↗fund

$590.7M RAUM · 8 reps · 610-526-2700

GFG ALTERNATIVE INVESTMENT ADVISORS LLC — crossed $500M in regulatory AUM ($466.1M -> $599.6M). IAPD ↗fund

$599.6M RAUM · 3 reps · 203-742-1473

A.W. JONES — crossed $500M in regulatory AUM ($487.8M -> $547.0M). IAPD ↗fund

$547.0M RAUM · 4 reps · 646-517-6400 · awjones.com

SUNTX CAPITAL MANAGEMENT CORP. — crossed $500M in regulatory AUM ($470.7M -> $554.2M). IAPD ↗fund

$554.2M RAUM · 9 reps · 972-663-8900 · suntx.com

TOPSPIN MANAGEMENT COMPANY LBO LLC — crossed $500M in regulatory AUM ($492.9M -> $685.6M). IAPD ↗fund

$685.6M RAUM · 8 reps · 914-834-7370 · topspincp.com

SAINTS CAPITAL — crossed $500M in regulatory AUM ($419.9M -> $659.3M). IAPD ↗fund

$659.3M RAUM · 4 reps · 415-773-2080

SIGHTLINE PARTNERS LLC — crossed $500M in regulatory AUM ($251.2M -> $567.1M). IAPD ↗fund

$567.1M RAUM · 5 reps · 952-641-0300 · sightlinepartners.com

LFL ADVISERS, LLC — crossed $500M in regulatory AUM ($447.1M -> $506.8M). IAPD ↗fund

$506.8M RAUM · 2 reps · 8478688750

BOARDMAN BAY CAPITAL MANAGEMENT LLC — crossed $500M in regulatory AUM ($163.7M -> $518.4M). IAPD ↗fund

$518.4M RAUM · 3 reps · 646-358-4181 · boardmanbay.com

424 CAPITAL, LLC — crossed $500M in regulatory AUM ($396.7M -> $584.5M). IAPD ↗fund

$584.5M RAUM · 16 reps · 781-295-4000

ARCAPITA INVESTMENT MANAGEMENT US INC. — crossed $500M in regulatory AUM ($490.8M -> $674.6M). IAPD ↗fund

$674.6M RAUM · 8 reps · (404) 920-9000 · arcapita.com

801 WEST CAPITAL MANAGEMENT, LLC — crossed $500M in regulatory AUM ($457.6M -> $515.9M). IAPD ↗fund

$515.9M RAUM · 4 reps · 503-548-1730 · 801westllc.com

OAKWOOD REAL ESTATE PARTNERS, LLC — crossed $500M in regulatory AUM ($497.4M -> $540.2M). IAPD ↗fund

$540.2M RAUM · 4 reps · 303-595-7679 · oakwoodmultifamily.com

SEQUEL HOLDINGS, L.P. — crossed $500M in regulatory AUM ($486.9M -> $563.0M). IAPD ↗fund

$563.0M RAUM · 10 reps · 214-292-4150 · sequelholdings.com

STEAMBOAT CAPITAL PARTNERS, LLC — crossed $500M in regulatory AUM ($377.7M -> $515.6M). IAPD ↗fund

$515.6M RAUM · 3 reps · 212-986-1702

COUNCIL CAPITAL FUNDS MANAGEMENT, LLC — crossed $500M in regulatory AUM ($496.9M -> $518.6M). IAPD ↗fund

$518.6M RAUM · 8 reps · 615-627-0402

SAVANO DIRECT CAPITAL PARTNERS, LLC — crossed $500M in regulatory AUM ($414.0M -> $519.1M). IAPD ↗fund

$519.1M RAUM · 8 reps · 443-873-3561 · savanocapital.com

AISLING CAPITAL MANAGEMENT LP — crossed $500M in regulatory AUM ($446.2M -> $716.4M). IAPD ↗fund

$716.4M RAUM · 8 reps · 212-651-6380 · aislingcapital.com

MUDDY WATERS CAPITAL LLC — crossed $500M in regulatory AUM ($308.8M -> $576.3M). IAPD ↗fund

$576.3M RAUM · 10 reps · (415) 429-8167

CIMARRON HEALTHCARE CAPITAL, LLC — crossed $500M in regulatory AUM ($447.7M -> $532.7M). IAPD ↗fund

$532.7M RAUM · 7 reps · 801-849-9293 · cimarronhc.com

CAPITALA PRIVATE ADVISORS, LLC — crossed $500M in regulatory AUM ($493.6M -> $505.1M). IAPD ↗fund

$505.1M RAUM · 14 reps · 704-376-5502 · capitalagroup.com

BLACK BAY PARTNERS, LLC — crossed $500M in regulatory AUM ($383.5M -> $830.1M). IAPD ↗fund

$830.1M RAUM · 12 reps · 504-227-3020 · blackbaypartners.com

EAGLE MERCHANT PARTNERS — crossed $500M in regulatory AUM ($408.7M -> $840.6M). IAPD ↗fund

$840.6M RAUM · 15 reps · 404-974-2480 · eaglemerchantpartners.com

SHOREHILL CAPITAL LLC — crossed $500M in regulatory AUM ($480.0M -> $576.2M). IAPD ↗fund

$576.2M RAUM · 10 reps · 312-876-7267

ALPHA PARTNERS MANAGEMENT, LLC — crossed $500M in regulatory AUM ($404.7M -> $537.5M). IAPD ↗fund

$537.5M RAUM · 10 reps · 212-381-4411 · alphapartners.com

ALTERA PRIVATE ACCESS, LLC — crossed $500M in regulatory AUM ($479.1M -> $519.1M). IAPD ↗fund

$519.1M RAUM · 4 reps · 404-537-2759

MANDARINFISH MANAGEMENT, LLC — crossed $500M in regulatory AUM ($376.9M -> $507.7M). IAPD ↗fund

$507.7M RAUM · 1 reps · 401.996.8647

THAMES CAPITAL MANAGEMENT, LLC — crossed $500M in regulatory AUM ($455.6M -> $830.5M). IAPD ↗fund

$830.5M RAUM · 3 reps · 973-200-6725 · thamescapitalmanagement.com

CMT ASSET MANAGEMENT LLC — crossed $500M in regulatory AUM ($491.4M -> $532.7M). IAPD ↗fund

$532.7M RAUM · 12 reps · 312-930-9050

BLACKSAND CAPITAL, LLC — crossed $500M in regulatory AUM ($487.3M -> $506.3M). IAPD ↗fund

$506.3M RAUM · 7 reps · 808-738-8400 · blacksandcapital.com

PARALLAXES CAPITAL — crossed $500M in regulatory AUM ($499.5M -> $620.8M). IAPD ↗fund

$620.8M RAUM · 2 reps · 217-255-3906 · plxcap.com

NEBARI PARTNERS, LLC — crossed $500M in regulatory AUM ($387.0M -> $509.7M). IAPD ↗fund

$509.7M RAUM · 11 reps · 212-989-8900 · nebari.com

INFINEDI PARTNERS, LP — crossed $500M in regulatory AUM ($425.4M -> $577.3M). IAPD ↗fund

$577.3M RAUM · 5 reps · 917-596-4593

KAH CAPITAL MANAGEMENT, LLC — crossed $500M in regulatory AUM ($380.5M -> $605.3M). IAPD ↗fund

$605.3M RAUM · 5 reps · 703-677-3424 · kahcapital.com

CACM — crossed $500M in regulatory AUM ($460.1M -> $513.3M). IAPD ↗fund

$513.3M RAUM · 2 reps · 212-668-0697

OCO CAPITAL PARTNERS LP — crossed $500M in regulatory AUM ($402.8M -> $651.8M). IAPD ↗fund

$651.8M RAUM · 2 reps · 929-293-0826

9YARDS CAPITAL MANAGEMENT LP — crossed $500M in regulatory AUM ($494.9M -> $687.6M). IAPD ↗fund

$687.6M RAUM · 7 reps · 424-371-6926 · 9yards.vc

PIKE STREET CAPITAL — crossed $500M in regulatory AUM ($411.2M -> $727.4M). IAPD ↗fund

$727.4M RAUM · 7 reps · 425-686-3320

TAURUS PRIVATE MARKETS, LLC — crossed $500M in regulatory AUM ($323.7M -> $508.7M). IAPD ↗fund

$508.7M RAUM · 5 reps · 484-318-8650

PRESERVATION EQUITY FUND ADVISORS, LLC — crossed $500M in regulatory AUM ($418.9M -> $502.9M). IAPD ↗fund

$502.9M RAUM · 3 reps · 714-662-5565 · pefadvisors.com

REALIZATION CAPITAL PARTNERS MANAGEMENT LLC — crossed $500M in regulatory AUM ($495.2M -> $565.9M). IAPD ↗fund

$565.9M RAUM · 6 reps · 650-444-5874 · realicap.com

MEP CAPITAL MANAGEMENT, LLC — crossed $500M in regulatory AUM ($423.9M -> $507.3M). IAPD ↗fund

$507.3M RAUM · 5 reps · 917-593-6414

EXOME ASSET MANAGEMENT LLC — crossed $500M in regulatory AUM ($210.8M -> $548.6M). IAPD ↗fund

$548.6M RAUM · 6 reps · 212-403-3900

TABOR ASSET MANAGEMENT, LP — crossed $500M in regulatory AUM ($303.2M -> $577.2M). IAPD ↗fund

$577.2M RAUM · 4 reps · 646-921-7954

CARR'S HILL PARTNERS — crossed $500M in regulatory AUM ($335.2M -> $502.1M). IAPD ↗fund

$502.1M RAUM · 8 reps · 504-332-0901

TRGP INVESTMENT PARTNERS, LP — crossed $500M in regulatory AUM ($471.3M -> $726.8M). IAPD ↗fund

$726.8M RAUM · 13 reps · 212-527-9600 · trgpcap.com

LAGO ASSET MANAGEMENT — crossed $500M in regulatory AUM ($457.3M -> $604.9M). IAPD ↗fund

$604.9M RAUM · 14 reps · 7734175246 · lagoinnovation.com

11 CAPITAL PARTNERS LP — crossed $500M in regulatory AUM ($411.3M -> $503.5M). IAPD ↗fund

$503.5M RAUM · 4 reps · 646-989-3735 · 11capitalpartners.com

SUMMIT HOUSE CAPITAL MANAGEMENT, LLC — crossed $500M in regulatory AUM ($381.8M -> $518.7M). IAPD ↗fund

$518.7M RAUM · 6 reps · (214) 227-7792 · summithousecapital.com

EVE PARTNERS — crossed $500M in regulatory AUM ($330.4M -> $641.3M). IAPD ↗fund

$641.3M RAUM · 12 reps · 904-875-5375 · evepartners.com

KARMEL CAPITAL MANAGEMENT LLC — crossed $500M in regulatory AUM ($170.3M -> $636.1M). IAPD ↗fund

$636.1M RAUM · 8 reps · 858-208-3588

CROSSBEAM VENTURE PARTNERS — crossed $500M in regulatory AUM ($423.1M -> $507.7M). IAPD ↗fund

$507.7M RAUM · 5 reps · 212-812-0210 · crossbeam.vc

OCTAHEDRON CAPITAL MANAGEMENT, L.P. — crossed $500M in regulatory AUM ($358.8M -> $594.2M). IAPD ↗fund

$594.2M RAUM · 4 reps · 858-243-2204

LONG WALK MANAGEMENT LP — crossed $500M in regulatory AUM ($376.8M -> $603.6M). IAPD ↗fund

$603.6M RAUM · 2 reps · 917-817-9743 · longwalkmgmt.com

QVIDTVM MANAGEMENT LLC — crossed $500M in regulatory AUM ($458.8M -> $555.8M). IAPD ↗fund

$555.8M RAUM · 1 reps · 212-457-9077 · qvidtvm.com

GRAFINE CAPITAL HOLDINGS LLC — crossed $500M in regulatory AUM ($457.6M -> $775.0M). IAPD ↗fund

$775.0M RAUM · 6 reps · 212-235-2045 · grafine.com

PERMANENT EQUITY MANAGEMENT — crossed $500M in regulatory AUM ($464.9M -> $508.8M). IAPD ↗fund

$508.8M RAUM · 13 reps · 573-445-0678

BASTION MANAGEMENT II LLC — crossed $500M in regulatory AUM ($455.0M -> $572.7M). IAPD ↗fund

$572.7M RAUM · 8 reps · +1-203-594-9264 · mesirow.com

HIDDENITE CAPITAL PARTNERS LP — crossed $500M in regulatory AUM ($137.8M -> $634.5M). IAPD ↗fund

$634.5M RAUM · 3 reps · 831-233-4225 · hiddenitecap.com

HARRADEN CIRCLE INVESTMENTS, LLC — crossed $500M in regulatory AUM ($451.8M -> $562.9M). IAPD ↗fund

$562.9M RAUM · 4 reps · (212) 832-0112 · harradencircle.com

LYNX1 CAPITAL MANAGEMENT LP — crossed $500M in regulatory AUM ($310.3M -> $626.7M). IAPD ↗fund

$626.7M RAUM · 4 reps · 929-888-7476

ARMADILLO LITIGATION FUNDING LLC — crossed $500M in regulatory AUM ($493.4M -> $581.4M). IAPD ↗fund

$581.4M RAUM · 7 reps · 713.861.7200 · armadillolf.com

GAVILAN INVESTMENT PARTNERS LLC — crossed $500M in regulatory AUM ($445.1M -> $514.7M). IAPD ↗fund

$514.7M RAUM · 2 reps · 650-334-4990 · gavilanpartners.com

MIRI CAPITAL MANAGEMENT LLC — crossed $500M in regulatory AUM ($494.7M -> $929.7M). IAPD ↗fund

$929.7M RAUM · 7 reps · 617-938-3843 · miricapital.com

PHARVISION ADVISERS, LLC — crossed $500M in regulatory AUM ($315.9M -> $513.2M). IAPD ↗fund

$513.2M RAUM · 1 reps · 561-614-6014 · pharvision.ai

BANYAN ALPHA INVESTMENT L.P. — crossed $500M in regulatory AUM ($433.9M -> $751.9M). IAPD ↗fund

$751.9M RAUM · 4 reps · 650-254-6608 · banyanalpha.com

RIVERMONT CAPITAL MANAGEMENT LP — crossed $500M in regulatory AUM ($413.5M -> $617.9M). IAPD ↗fund

$617.9M RAUM · 3 reps · 212-970-0070 · rivermontcapitallp.com

CALLODINE CREDIT MANAGEMENT — crossed $500M in regulatory AUM ($467.2M -> $603.0M). IAPD ↗fund

$603.0M RAUM · 8 reps · 617-880-7494

327 CAPITAL PARTNERS, LLC — crossed $500M in regulatory AUM ($436.2M -> $505.5M). IAPD ↗fund

$505.5M RAUM · 1 reps · 210-320-0202

5TH CENTURY PARTNERS — crossed $500M in regulatory AUM ($397.9M -> $521.2M). IAPD ↗fund

$521.2M RAUM · 14 reps · 312-242-0071

GDA LUMA CAPITAL MANAGEMENT, LP — crossed $500M in regulatory AUM ($406.5M -> $592.4M). IAPD ↗fund

$592.4M RAUM · 13 reps · 917-312-6701 · gdaluma.com

FAIRBRIDGE ASSET MANAGEMENT LLC — crossed $500M in regulatory AUM ($370.7M -> $535.4M). IAPD ↗fund

$535.4M RAUM · 7 reps · 833-869-3443

EMBASSY ASSET MANAGEMENT LP — crossed $500M in regulatory AUM ($426.7M -> $774.0M). IAPD ↗fund

$774.0M RAUM · 4 reps · 862.278.2113 · embassyfunds.com

LIONHEART STRATEGIC MANAGEMENT, LLC — crossed $500M in regulatory AUM ($370.9M -> $508.7M). IAPD ↗fund

$508.7M RAUM · 11 reps · 646-744-2284 · lionheartstrategic.com

MACHINE INVESTMENT GROUP, LP — crossed $500M in regulatory AUM ($455.3M -> $623.7M). IAPD ↗fund

$623.7M RAUM · 11 reps · 917-970-0313 · machineinv.com

WAYSTONE ASSET MANAGEMENT (USA) LLC — crossed $500M in regulatory AUM ($131.0M -> $742.6M). IAPD ↗fund

$742.6M RAUM · 4 reps · 312-724-9036 · waystone.com

KAIN CAPITAL — crossed $500M in regulatory AUM ($476.0M -> $808.9M). IAPD ↗fund

$808.9M RAUM · 8 reps · 646-631-2200

NORTHERN LAKES CAPITAL, L.P. — crossed $500M in regulatory AUM ($320.7M -> $575.4M). IAPD ↗fund

$575.4M RAUM · 10 reps · 612-562-4288

IRON PATH CAPITAL, L.P. — crossed $500M in regulatory AUM ($447.1M -> $698.5M). IAPD ↗fund

$698.5M RAUM · 17 reps · 434-257-3288

DEEPWATER ASSET MANAGEMENT, LLC — crossed $500M in regulatory AUM ($457.7M -> $626.7M). IAPD ↗fund

$626.7M RAUM · 8 reps · 612-424-1393

CYPRESS POINT INVESTMENT MANAGEMENT LP — crossed $500M in regulatory AUM ($283.9M -> $512.4M). IAPD ↗fund

$512.4M RAUM · 4 reps · 415-598-1040 · cypresspointlp.com

SATURN V CAPITAL MANAGEMENT LP — crossed $500M in regulatory AUM ($424.2M -> $793.2M). IAPD ↗fund

$793.2M RAUM · 4 reps · 415-738-4435

HUDSON HILL CAPITAL MANAGEMENT, LLC — crossed $500M in regulatory AUM ($474.3M -> $518.1M). IAPD ↗fund

$518.1M RAUM · 5 reps · (212) 551-4690

OPTO INVESTMENT MANAGEMENT, LLC — crossed $500M in regulatory AUM ($371.0M -> $565.4M). IAPD ↗fund

$565.4M RAUM · 6 reps · 212-658-0382

ARCHER CAPITAL GROUP MANAGEMENT, LLC — crossed $500M in regulatory AUM ($285.6M -> $659.6M). IAPD ↗fund

$659.6M RAUM · 8 reps · 310-916-9599 · archercapg.com

TOWER BAY ASSET MANAGEMENT LP — crossed $500M in regulatory AUM ($492.4M -> $513.6M). IAPD ↗fund

$513.6M RAUM · 5 reps · 203-610-8806 · towerbayassetmanagement.com

TERRAMONT INFRASTRUCTURE MANAGEMENT LLC — crossed $500M in regulatory AUM ($161.2M -> $549.9M). IAPD ↗fund

$549.9M RAUM · 6 reps · 212-572-6469 · terramontinfra.com

GREYBULL ADVISORS, LLC — crossed $500M in regulatory AUM ($310.8M -> $513.6M). IAPD ↗fund

$513.6M RAUM · 6 reps · (307) 364-6400

GOODLANDER INVESTMENT MANAGEMENT, LLC — crossed $500M in regulatory AUM ($324.1M -> $660.5M). IAPD ↗fund

$660.5M RAUM · 5 reps · 254-716-6313 · goodlanderim.com

SEMINAL FOOD AND NUTRITION INVESTMENTS, LLC — crossed $500M in regulatory AUM ($411.0M -> $613.2M). IAPD ↗fund

$613.2M RAUM · 5 reps · 267-778-4045 · semcap.com

BITWISE INVESTMENT MANAGER, LLC — crossed $500M in regulatory AUM ($67.8M -> $500.8M). IAPD ↗fund

$500.8M RAUM · 8 reps · 415-707-3663 · btopetf.com

DI INVESTMENT MANAGEMENT LP — crossed $500M in regulatory AUM ($365.4M -> $617.6M). IAPD ↗fund

$617.6M RAUM · 45 reps · 214-775-4712 · dalfen.com

K FUND CAPITAL MANAGEMENT, LLC — crossed $500M in regulatory AUM ($342.1M -> $539.3M). IAPD ↗fund

$539.3M RAUM · 1 reps · (310) 663-9090

CUREWELL CAPITAL MANAGEMENT, LLC — crossed $500M in regulatory AUM ($196.8M -> $744.3M). IAPD ↗fund

$744.3M RAUM · 7 reps · 310-361-1510 · curewellcapital.com

HVPF MANAGER II, LLC — crossed $500M in regulatory AUM ($430.0M -> $527.2M). IAPD ↗fund

$527.2M RAUM · 11 reps · 917-398-4100 · hudsonvalleypropertygroup.com

ALIGNMENT GROWTH — crossed $500M in regulatory AUM ($391.0M -> $593.2M). IAPD ↗fund

$593.2M RAUM · 9 reps · (917) 848-3552 · alignmentgrowth.com

FAROPOINT VENTURES, LLC — crossed $500M in regulatory AUM ($227.3M -> $780.0M). IAPD ↗fund

$780.0M RAUM · 49 reps · 408-609-3725

VELOCITY CAPITAL MANAGEMENT LLC — crossed $500M in regulatory AUM ($256.4M -> $598.2M). IAPD ↗fund

$598.2M RAUM · 8 reps · 212-540-7133

HUMBLE GROWTH — crossed $500M in regulatory AUM ($402.5M -> $501.6M). IAPD ↗fund

$501.6M RAUM · 10 reps · 212-220-1588 · humblegrowth.com

SATURN FIVE ADVISORS LLC — crossed $500M in regulatory AUM ($401.8M -> $556.1M). IAPD ↗fund

$556.1M RAUM · 3 reps · 720-314-8373 · saturnfive.com

DAVERN CAPITAL PARTNERS, LP — crossed $500M in regulatory AUM ($57.5M -> $715.1M). IAPD ↗fund

$715.1M RAUM · 3 reps · (646) 485-6541 · daverncapital.com

OGCI CLIMATE INVESTMENTS MANAGEMENT COMPANY (USA), LLC — crossed $500M in regulatory AUM ($469.9M -> $831.4M). IAPD ↗fund

$831.4M RAUM · 25 reps · 1-713-402-8266

TWO SIGMA REAL ESTATE, LP — crossed $500M in regulatory AUM ($225.0M -> $581.7M). IAPD ↗fund

$581.7M RAUM · 13 reps · (212) 625-5700

THE BRYDON GROUP — crossed $500M in regulatory AUM ($314.9M -> $721.5M). IAPD ↗fund

$721.5M RAUM · 19 reps · 202-990-7605

ONDO CAPITAL MANAGEMENT LLC — crossed $500M in regulatory AUM ($406.5M -> $952.4M). IAPD ↗fund

$952.4M RAUM · 7 reps · 203-489-5000 · ondo.finance

JAFFA CAPITAL MANAGEMENT LLC — crossed $500M in regulatory AUM ($220.0M -> $597.2M). IAPD ↗fund

$597.2M RAUM · 4 reps · 216-245-1231 · jaffamanagement.com

BLUE OWL STRATEGIC EQUITY ADVISORS LLC — crossed $500M in regulatory AUM ($310.1M -> $613.9M). IAPD ↗fund

$613.9M RAUM · 250 reps · (212) 419-3000

TWO ROADS PARTNERS MANAGEMENT, LP — crossed $500M in regulatory AUM ($487.6M -> $578.9M). IAPD ↗fund

$578.9M RAUM · 13 reps · 212-300-9803 · tworoads.com

3 BOOMERANG CAPITAL, LP — crossed $500M in regulatory AUM ($385.4M -> $546.1M). IAPD ↗fund

$546.1M RAUM · 12 reps · 203-653-5300 · 3boomerang.com

DYNASTY EQUITY PARTNERS MANAGEMENT, LLC — crossed $500M in regulatory AUM ($391.5M -> $669.8M). IAPD ↗fund

$669.8M RAUM · 11 reps · 212-970-9850

HARVEST GROWTH CAPITAL — crossed $500M in regulatory AUM ($447.9M -> $626.9M). IAPD ↗fund

$626.9M RAUM · 1 reps · 512-466-9118 · harvestgrowthcapital.com

CYTIUM INVESTMENT MANAGEMENT, LLC — crossed $500M in regulatory AUM ($459.9M -> $749.0M). IAPD ↗fund

$749.0M RAUM · 3 reps · 347-503-1338 · cytiuminv.com

BIRNAM OAK ADVISORS, LP — crossed $500M in regulatory AUM ($372.4M -> $577.0M). IAPD ↗fund

$577.0M RAUM · 3 reps · 212-970-5800 · birnam-oak.com

SAOTHAIR CAPITAL PARTNERS — crossed $500M in regulatory AUM ($163.3M -> $500.7M). IAPD ↗fund

$500.7M RAUM · 6 reps · 484-658-3100

GUMSHOE CAPITAL MANAGEMENT LLC — crossed $500M in regulatory AUM ($352.1M -> $570.6M). IAPD ↗fund

$570.6M RAUM · 4 reps · 646-264-4403 · gumshoecap.com

ION PACIFIC, INC. — crossed $500M in regulatory AUM ($483.1M -> $554.9M). IAPD ↗fund

$554.9M RAUM · 8 reps · +1-714-408-4618 · ionpacific.com

CONTINUIM EQUITY PARTNERS, LP — crossed $500M in regulatory AUM ($348.8M -> $560.4M). IAPD ↗fund

$560.4M RAUM · 17 reps · 412-586-7651 · continuim.com

BROADWING CAPITAL MANAGEMENT LLC — crossed $500M in regulatory AUM ($422.2M -> $513.1M). IAPD ↗fund

$513.1M RAUM · 10 reps · 972-503-9776

CLEARLIST CAPITAL LLC — crossed $500M in regulatory AUM ($434.1M -> $959.8M). IAPD ↗fund

$959.8M RAUM · 4 reps · 212-207-1370

FORTWOOD CAPITAL LP — crossed $500M in regulatory AUM ($320.8M -> $513.0M). IAPD ↗fund

$513.0M RAUM · 4 reps · 475-303-3380

AGELLUS CAPITAL, LLC — crossed $500M in regulatory AUM ($469.6M -> $507.8M). IAPD ↗fund

$507.8M RAUM · 11 reps · 314-408-5600

INDAGO CAPITAL LLC — crossed $500M in regulatory AUM ($289.4M -> $555.9M). IAPD ↗fund

$555.9M RAUM · 8 reps · 212-680-4970

GARDEN INVESTMENTS — crossed $500M in regulatory AUM ($463.1M -> $507.7M). IAPD ↗fund

$507.7M RAUM · 8 reps · (203) 242-8370

POLEN CAPITAL CLO MANAGEMENT, LLC — crossed $500M in regulatory AUM ($157.2M -> $808.4M). IAPD ↗fund

$808.4M RAUM · 28 reps · 781-283-8500

MW ADVISOR, LLC — crossed $500M in regulatory AUM ($260.2M -> $552.5M). IAPD ↗fund

$552.5M RAUM · 19 reps · 212-500-3000

M37 MANAGEMENT LP — crossed $500M in regulatory AUM ($232.6M -> $656.4M). IAPD ↗fund

$656.4M RAUM · 4 reps · 347-267-1584 · m37.com

SPRUCE STREET CAPITAL LP — crossed $500M in regulatory AUM ($293.0M -> $555.9M). IAPD ↗fund

$555.9M RAUM · 3 reps · (646) 416-9712

BELLTOWER PARTNERS — crossed $500M in regulatory AUM ($477.7M -> $681.4M). IAPD ↗fund

$681.4M RAUM · 4 reps · 212-960-8042 · belltowerpartners.com

ELMIND CAPITAL LP — crossed $500M in regulatory AUM ($374.8M -> $613.6M). IAPD ↗fund

$613.6M RAUM · 1 reps · 650-796-6466

RITHM CAPITAL ADVISORS LLC — crossed $500M in regulatory AUM ($274.1M -> $825.7M). IAPD ↗fund

$825.7M RAUM · 21 reps · 212 850 7770 · rithmcap.com

SQ CAPITAL LLC — crossed $500M in regulatory AUM ($125.7M -> $556.1M). IAPD ↗fund

$556.1M RAUM · 9 reps · 646-435-3720 · sqcapital.com

ARA GC PARTNERS, LLC — crossed $500M in regulatory AUM ($150.0M -> $935.9M). IAPD ↗fund

$935.9M RAUM · 9 reps · 713-337-9150

CC CAPITAL INSURANCE ADVISORS LLC — crossed $500M in regulatory AUM ($320.0M -> $937.4M). IAPD ↗fund

$937.4M RAUM · 1 reps · 212-355-5515 · cc.capital

DERBY LANE — crossed $500M in regulatory AUM ($340.0M -> $746.3M). IAPD ↗fund

$746.3M RAUM · 9 reps · (646) 530-6465 · derbyln.com

PEACHTREE GROUP — crossed $500M in regulatory AUM ($155.7M -> $940.8M). IAPD ↗fund

$940.8M RAUM · 69 reps · 404-497-4111

COASTLANDS CAPITAL LP — crossed $500M in regulatory AUM ($408.7M -> $785.0M). IAPD ↗fund

$785.0M RAUM · 3 reps · 415-249-1282 · coastlands.capital

TENSOR EDGE CAPITAL, LLC — crossed $500M in regulatory AUM ($109.5M -> $584.8M). IAPD ↗fund

$584.8M RAUM · 5 reps · 617-468-6054

TRAILS EDGE CAPITAL PARTNERS, LP — crossed $500M in regulatory AUM ($389.0M -> $933.4M). IAPD ↗fund

$933.4M RAUM · 5 reps · (770) 600-9010

APHIAS CAPITAL, L.P. — crossed $500M in regulatory AUM ($350.0M -> $542.1M). IAPD ↗fund

$542.1M RAUM · 11 reps · 415-320-1644 · aphias.com

IRONARC MANAGEMENT, LLC — crossed $500M in regulatory AUM ($209.6M -> $834.1M). IAPD ↗fund

$834.1M RAUM · 4 reps · (206) 450-7899 · ironarcventures.com

ACADIAN ASSET MANAGEMENT — reported RAUM up 51% ($117.30B -> $177.46B). IAPD ↗fund

$177.46B RAUM · 125 reps · 617-850-3500 · acadian-inc.com

MAVERICK CAPITAL LTD — reported RAUM up 54% ($10.29B -> $15.85B). IAPD ↗fund

$15.85B RAUM · 33 reps · 214-880-4000

GEODE CAPITAL MANAGEMENT, LLC — reported RAUM up 26% ($1376.50B -> $1736.52B). IAPD ↗institutional

$1736.52B RAUM · 37 reps · 1-800-777-6757

ARDIAN — reported RAUM up 54% ($1.80B -> $2.77B). IAPD ↗fund

$2.77B RAUM · 88 reps · 212-506-5610

ARCHON CAPITAL MANAGEMENT LLC — reported RAUM up 84% ($116.9M -> $214.6M). IAPD ↗fund

$214.6M RAUM · 4 reps · (206) 436-3600 · archoncapitalmanagement.com

ALPS ADVISORS, INC. — reported RAUM up 26% ($30.76B -> $38.83B). IAPD ↗institutional

$38.83B RAUM · 28 reps · 303-623-2577 · alpsfunds.com

EMERALD MUTUAL FUND ADVISERS TRUST — reported RAUM up 25% ($1.67B -> $2.09B). IAPD ↗institutional

$2.09B RAUM · 5 reps · 717-396-1116 · emeraldetfs.com

CONSULTING GROUP ADVISORY SERVICES LLC — reported RAUM up 26% ($7.79B -> $9.82B). IAPD ↗institutional

$9.82B RAUM · 9 reps · 914-225-1000

OPPENHEIMER ALTERNATIVE INVESTMENT MANAGEMENT, LLC — reported RAUM up 263% ($49.0M -> $177.8M). IAPD ↗fund

$177.8M RAUM · 0 reps · 212-668-8000

LYONROSS CAPITAL MANAGEMENT, LLC — reported RAUM up 37% ($642.3M -> $880.5M). IAPD ↗institutional

$880.5M RAUM · 5 reps · 212-218-3950 · lyonross.com

CI GLOBAL INVESTMENTS INC. — reported RAUM up 29% ($11.42B -> $14.74B). IAPD ↗institutional

$14.74B RAUM · 2 reps · 416-364-1145

THREE BRIDGES CAPITAL, LP — reported RAUM up 80% ($97.5M -> $175.5M). IAPD ↗fund

$175.5M RAUM · 3 reps · 212-523-9700 · threebridgescap.com

MADISON CAPITAL PARTNERS — reported RAUM up 54% ($3.11B -> $4.77B). IAPD ↗fund

$4.77B RAUM · 6 reps · 312-277-0156 · donothaveawebsite.x

GRAHAM CAPITAL MANAGEMENT, L.P. — reported RAUM up 50% ($28.54B -> $42.87B). IAPD ↗fund

$42.87B RAUM · 98 reps · 203-899-3400

BRIGHTLINE CAPITAL MANAGEMENT, LLC — reported RAUM up 61% ($214.7M -> $346.4M). IAPD ↗fund

$346.4M RAUM · 4 reps · 305-423-0834 · brightlinecapital.com

MOUNTAINEER PARTNERS MANAGEMENT, LLC — reported RAUM up 63% ($187.4M -> $305.7M). IAPD ↗fund

$305.7M RAUM · 3 reps · 646-459-7064 · mountaineerpartners.com

SUVRETTA CAPITAL MANAGEMENT, LLC — reported RAUM up 54% ($5.10B -> $7.87B). IAPD ↗fund

$7.87B RAUM · 12 reps · 212-702-5200 · suvcap.com

FOUNDERS CIRCLE CAPITAL, LLC — reported RAUM up 53% ($1.09B -> $1.67B). IAPD ↗fund

$1.67B RAUM · 7 reps · 415-299-8311 · founderscirclecapital.com

SCHONFELD STRATEGIC ADVISORS LLC — reported RAUM up 54% ($146.34B -> $225.25B). IAPD ↗fund

$225.25B RAUM · 344 reps · 1 (646) 293-0000

EVERSEPT PARTNERS, L.P. — reported RAUM up 52% ($1.74B -> $2.65B). IAPD ↗fund

$2.65B RAUM · 5 reps · 212-271-4200 · eversept.com

SYGNUS CAPITAL PR LLC — reported RAUM up 75% ($134.6M -> $236.2M). IAPD ↗fund

$236.2M RAUM · 2 reps · 787-706-9292

CEDAR STREET ASSET MANAGEMENT LLC — reported RAUM up 61% ($583.2M -> $938.4M). IAPD ↗fund

$938.4M RAUM · 6 reps · 312-796-3130 · cedarstreetam.com

QUARTUS INVESTMENT ADVISORS LLC — reported RAUM up 397% ($31.2M -> $155.1M). IAPD ↗fund

$155.1M RAUM · 1 reps · 212-634-7173

MAIN MANAGEMENT ETF ADVISORS, LLC — reported RAUM up 27% ($2.22B -> $2.82B). IAPD ↗institutional

$2.82B RAUM · 25 reps · 415-217-5800 · mainmgtetfs.com

O2 INVESTMENT PARTNERS, L.P. — reported RAUM up 52% ($1.19B -> $1.81B). IAPD ↗fund

$1.81B RAUM · 23 reps · 248-554-4209 · o2investment.com

ADVISOR LOGISTICS, LLC — reported RAUM up 27% ($4.94B -> $6.29B). IAPD ↗institutional

$6.29B RAUM · 2 reps · 210-346-8321 · advisorlogistics.com

SOUND POINT CLO C-MOA, LLC — reported RAUM up 51% ($8.19B -> $12.34B). IAPD ↗fund

$12.34B RAUM · 36 reps · 212-895-2280

BANNEKER PARTNERS LLC — reported RAUM up 53% ($2.21B -> $3.36B). IAPD ↗fund

$3.36B RAUM · 26 reps · (415) 505-8304

MARITIME PARTNERS, LLC — reported RAUM up 54% ($3.06B -> $4.72B). IAPD ↗fund

$4.72B RAUM · 13 reps · 504-264-5870

OCEANSOUND PARTNERS, LP — reported RAUM up 55% ($4.49B -> $6.95B). IAPD ↗fund

$6.95B RAUM · 22 reps · 212-433-3050 · oceansoundpartners.com

FS STRUCTURED PRODUCTS ADVISOR, LLC — reported RAUM up 52% ($1.45B -> $2.20B). IAPD ↗fund

$2.20B RAUM · 30 reps · 215-220-6651

SILVERARC CAPITAL MANAGEMENT, LLC — reported RAUM up 55% ($1.04B -> $1.61B). IAPD ↗fund

$1.61B RAUM · 5 reps · 617-250-8431 · silverarccapital.com

OXFORD FINANCE ADVISORS, LLC — reported RAUM up 50% ($1.60B -> $2.41B). IAPD ↗fund

$2.41B RAUM · 80 reps · 703-519-4900

TRIBE CAPITAL — reported RAUM up 51% ($2.28B -> $3.44B). IAPD ↗fund

$3.44B RAUM · 10 reps · (707) 653-5302

ARCA CAPITAL MANAGEMENT — reported RAUM up 7587% ($426,345 -> $32.8M). IAPD ↗fund

$32.8M RAUM · 8 reps · (424) 400-7444 · arcoin.arcalabs.com

BLACK CHAMBER PARTNERS, LLC — reported RAUM up 52% ($1.80B -> $2.74B). IAPD ↗fund

$2.74B RAUM · 13 reps · 202 274 4768 · blackchambergroup.com

GHK CAPITAL PARTNERS LP — reported RAUM up 51% ($1.83B -> $2.76B). IAPD ↗fund

$2.76B RAUM · 13 reps · 203-409-0900 · ghk.com

DILATION CAPITAL MANAGEMENT LP — reported RAUM up 102% ($113.2M -> $228.8M). IAPD ↗fund

$228.8M RAUM · 3 reps · 212-757-7508

ALPHA SQUARE GROUP S, LLC — reported RAUM up 51% ($1.06B -> $1.60B). IAPD ↗fund

$1.60B RAUM · 10 reps · 347-334-0787 · alphasquaregroup.com

AB BROADLY SYNDICATED LOAN MANAGER LLC — reported RAUM up 54% ($1.71B -> $2.62B). IAPD ↗fund

$2.62B RAUM · 1 reps · 615-622-0000

NEXANNUITY ASSET MANAGEMENT, L.P. — reported RAUM up 37% ($600.4M -> $823.4M). IAPD ↗institutional

$823.4M RAUM · 4 reps · 214-276-6300

BAYPINE HOLDINGS LP — reported RAUM up 53% ($3.33B -> $5.10B). IAPD ↗fund

$5.10B RAUM · 32 reps · (617) 880-7440 · baypine.com

TROLUCE CAPITAL ADVISORS LLC — reported RAUM up 51% ($1.48B -> $2.24B). IAPD ↗fund

$2.24B RAUM · 3 reps · 646-347-8801 · troluce.com

GRAYSCALE ADVISORS — reported RAUM up 2532% ($2.3M -> $60.6M). IAPD ↗fund

$60.6M RAUM · 27 reps · 212-668-1427 · grayscale.com

ARKVIEW CAPITAL, L.P. — reported RAUM up 63% ($218.7M -> $355.9M). IAPD ↗fund

$355.9M RAUM · 5 reps · 917-623-4643

CAIS ADVISORS — reported RAUM up 80% ($125.0M -> $225.3M). IAPD ↗fund

$225.3M RAUM · 8 reps · 212-300-9355 · caisadvisors.com

GROUP RMC INVESTMENT ADVISOR LLC — reported RAUM up 81% ($46.7M -> $84.6M). IAPD ↗fund

$84.6M RAUM · 2 reps · 917-503-9730 · grouprmc.com

WARWICK CAPITAL PARTNERS (US) LP — reported RAUM up 52% ($2.20B -> $3.34B). IAPD ↗fund

$3.34B RAUM · 9 reps · 475-977-9021 · warwickcap.com

HARMONT FIXED INCOME, LLC — reported RAUM up 53% ($132.6M -> $202.8M). IAPD ↗institutional

$202.8M RAUM · 1 reps · 602-791-1800 · harmontfixedincome.com

EOC PARTNERS ADVISORS L.P. — reported RAUM up 53% ($1.54B -> $2.37B). IAPD ↗fund

$2.37B RAUM · 6 reps · 713-828-0482 · eocpartners.com

FOREST AVENUE CAPITAL MANAGEMENT LP — reported RAUM up 54% ($1.56B -> $2.41B). IAPD ↗fund

$2.41B RAUM · 5 reps · 305-847-9750 · forestavecap.com

BRIDGEPOINT LLC — reported RAUM up 52% ($15.86B -> $24.04B). IAPD ↗fund

$24.04B RAUM · 21 reps · 212-324-5200

PROPEL BIO MANAGEMENT, LLC — reported RAUM up 88% ($131.4M -> $247.5M). IAPD ↗fund

$247.5M RAUM · 6 reps · 206 602 9246

SURGOCAP PARTNERS LP — reported RAUM up 52% ($4.83B -> $7.35B). IAPD ↗fund

$7.35B RAUM · 12 reps · 646-974-6340 · surgocap.com

ONEASCENT CAPITAL — reported RAUM up 111% ($26.3M -> $55.6M). IAPD ↗fund

$55.6M RAUM · 1 reps · 2058471343 · oneascent.com

ARKHOUSE — reported RAUM up 131% ($53.1M -> $122.9M). IAPD ↗fund

$122.9M RAUM · 6 reps · 212-465-1301 · arkhousefund.com

TRINITY CAPITAL ADVISER LLC — reported RAUM up 110% ($75.2M -> $157.6M). IAPD ↗fund

$157.6M RAUM · 66 reps · 480-374-5350

GALAPAGOS GLOBAL CAPITAL MANAGEMENT LLC — reported RAUM up 205% ($14.9M -> $45.4M). IAPD ↗fund

$45.4M RAUM · 5 reps · 305-515-5878 · galapagoscapital.us

KULTURA CAPITAL MANAGEMENT LP — reported RAUM up 105% ($119.4M -> $244.7M). IAPD ↗fund

$244.7M RAUM · 5 reps · 248-228-2875 · kulturacap.com

MERCER ADVISORS PRIVATE ASSET MANAGEMENT, INC. — reported RAUM up 248% ($59.0M -> $205.6M). IAPD ↗fund

$205.6M RAUM · 1 reps · 888-885-8101

TRILL IMPACT ADVISORY INC. — reported RAUM up 37% ($253.8M -> $348.2M). IAPD ↗institutional

$348.2M RAUM · 4 reps · 917-733-5510 · trillimpact.com

KRANE CAPITAL MANAGEMENT, LLC — reported RAUM up 214% ($15.4M -> $48.4M). IAPD ↗fund

$48.4M RAUM · 12 reps · 212-933-0393 · kranecapitalmanagement.com

CHURCHILL PCIF ADVISOR LLC — reported RAUM up 25% ($1.78B -> $2.23B). IAPD ↗institutional

$2.23B RAUM · 79 reps · 212-478-9200 · churchillam.com

CORDOBA CAPITAL PARTNERS, LLC — reported RAUM up 93% ($78.9M -> $152.6M). IAPD ↗fund

$152.6M RAUM · 7 reps · 917-746-4806 · cordobacapital.co

PINE VALLEY CAPITAL PARTNERS LLC — reported RAUM up 63% ($535.0M -> $869.6M). IAPD ↗fund

$869.6M RAUM · 10 reps · 737-497-3710

PROSPECT CREDIT REIT ADVISOR, LLC — reported RAUM up 1316% ($3.0M -> $42.6M). IAPD ↗fund

$42.6M RAUM · 9 reps · 561-285-4044

ARC24 MANAGEMENT, LP — reported RAUM up 216% ($56.9M -> $179.7M). IAPD ↗fund

$179.7M RAUM · 2 reps · 646-386-0184 · arc24cap.com

EREZ ASSET MANAGEMENT, LLC — reported RAUM up 180% ($30.1M -> $84.3M). IAPD ↗fund

$84.3M RAUM · 1 reps · 917-455-9764 · erezassetmgmt.com

HAUSSMANN 1864 CAPITAL MANAGEMENT LLC — reported RAUM up 52% ($3.02B -> $4.60B). IAPD ↗fund

$4.60B RAUM · 4 reps · 212-278-6000 · 1864cap.com

FOURTH SAIL CAPITAL US LP — reported RAUM up 54% ($2.38B -> $3.67B). IAPD ↗fund

$3.67B RAUM · 2 reps · 646-355-2764 · fourthsailcap.com

FOUR LION CAPITAL, LP — reported RAUM up 169% ($53.2M -> $143.2M). IAPD ↗fund

$143.2M RAUM · 1 reps · 1-929-243-0983

2E CAPITAL PARTNERS LP — reported RAUM up 76% ($102.0M -> $180.0M). IAPD ↗fund

$180.0M RAUM · 4 reps · (646) 989-4652

PERTENTO ADVISORS LLC — reported RAUM up 26% ($3.79B -> $4.77B). IAPD ↗institutional

$4.77B RAUM · 4 reps · 1 305 347 5123

TOURMALET ADVISORS, LP — reported RAUM up 65% ($267.9M -> $441.0M). IAPD ↗fund

$441.0M RAUM · 2 reps · 203-256-0114

GORDIAN CAPITAL MANAGEMENT, LLC — reported RAUM up 83% ($15.5M -> $28.4M). IAPD ↗fund

$28.4M RAUM · 5 reps · 833-467-3426 · gordianwa.com

ALTRINSIC GLOBAL ADVISORS, LLC — reported RAUM up 46% ($8.36B -> $12.22B). IAPD ↗fund

$12.22B RAUM · 13 reps · 203-661-0030 · altrinsic.com

PALOMA PARTNERS MANAGEMENT COMPANY — reported RAUM up 46% ($20.80B -> $30.29B). IAPD ↗fund

$30.29B RAUM · 30 reps · 203-862-8000

ELLINGTON GLOBAL ASSET MANAGEMENT, LLC — reported RAUM up 48% ($6.22B -> $9.18B). IAPD ↗fund

$9.18B RAUM · 68 reps · 203-698-1200 · ellington.com

MOUNTAIN PACIFIC ADVISORS, LLC — reported RAUM up 34% ($362.6M -> $484.3M). IAPD ↗institutional

$484.3M RAUM · 6 reps · 425-284-7200 · mountainpacificgroup.com

ECP — reported RAUM up 47% ($22.75B -> $33.39B). IAPD ↗fund

$33.39B RAUM · 57 reps · 973-671-6100

WEISS ASSET MANAGEMENT — reported RAUM up 45% ($10.73B -> $15.56B). IAPD ↗fund

$15.56B RAUM · 64 reps · 617-778-7780 · weissasset.com

BV INVESTMENT PARTNERS, L.P. — reported RAUM up 48% ($5.37B -> $7.94B). IAPD ↗fund

$7.94B RAUM · 32 reps · 617-350-1500 · bvlp.com

ALTIMETER CAPITAL MANAGEMENT, LP — reported RAUM up 48% ($12.69B -> $18.75B). IAPD ↗fund

$18.75B RAUM · 13 reps · 650-257-8355

DW HEALTHCARE PARTNERS — reported RAUM up 45% ($1.88B -> $2.74B). IAPD ↗fund

$2.74B RAUM · 29 reps · 435-645-4050 · dwhp.com

MARCUS PARTNERS, LLC — reported RAUM up 50% ($1.79B -> $2.68B). IAPD ↗fund

$2.68B RAUM · 30 reps · 617-556-5200

THE ELECTRUM GROUP LLC — reported RAUM up 46% ($1.71B -> $2.50B). IAPD ↗fund

$2.50B RAUM · 9 reps · 646-365-1600 · electrum-group.com

MANGROVE EQUITY PARTNERS — reported RAUM up 57% ($297.7M -> $468.1M). IAPD ↗fund

$468.1M RAUM · 10 reps · 813-868-4500

SPRUCE HOUSE INVESTMENT MANAGEMENT LLC — reported RAUM up 47% ($3.55B -> $5.24B). IAPD ↗fund

$5.24B RAUM · 4 reps · 646-442-6727 · sprucehousecapital.com

RETIREMENT PLANOLOGY, INC. — reported RAUM up 30% ($204.2M -> $265.9M). IAPD ↗institutional

$265.9M RAUM · 2 reps · 703-595-2829 · retirementplanology.com

OASIS CAPITAL PARTNERS (TEXAS) INC. — reported RAUM up 49% ($8.32B -> $12.40B). IAPD ↗fund

$12.40B RAUM · 26 reps · 1-512-225-1025

DUNES POINT CAPITAL, L.P. — reported RAUM up 47% ($1.74B -> $2.56B). IAPD ↗fund

$2.56B RAUM · 31 reps · 914-269-2020 · dunespointcapital.com

BAIN CAPITAL ASSET MANAGEMENT, LP — reported RAUM up 46% ($11.19B -> $16.29B). IAPD ↗fund

$16.29B RAUM · 9 reps · 617-516-2318

PEAKEQUITY PARTNERS MANAGEMENT CO., L.L.C. — reported RAUM up 57% ($309.2M -> $485.5M). IAPD ↗fund

$485.5M RAUM · 3 reps · 484-253-0001 · peakequity.com

SOLE SOURCE CAPITAL LLC — reported RAUM up 47% ($1.34B -> $1.98B). IAPD ↗fund

$1.98B RAUM · 18 reps · (214) 617-4745 · solesourcecapital.com

SONA ASSET MANAGEMENT (US) LLC — reported RAUM up 48% ($22.62B -> $33.49B). IAPD ↗fund

$33.49B RAUM · 31 reps · (646) 779-6300

BRIDGEFRONT CAPITAL, LLC — reported RAUM up 32% ($370.2M -> $488.5M). IAPD ↗institutional

$488.5M RAUM · 5 reps · 512-623-7700 · bridgefrontcap.com

DIVERSIS CAPITAL MANAGEMENT, L.P. — reported RAUM up 47% ($2.10B -> $3.07B). IAPD ↗fund

$3.07B RAUM · 21 reps · 310-396-4200 · diversis.com

HILDRED CAPITAL MANAGEMENT, LLC — reported RAUM up 48% ($2.64B -> $3.92B). IAPD ↗fund

$3.92B RAUM · 21 reps · 646-362-5965

SUPERSTRING CAPITAL MANAGEMENT LP — reported RAUM up 56% ($218.3M -> $339.5M). IAPD ↗fund

$339.5M RAUM · 3 reps · 212-257-5690 · superstringcap.com

RTC PARTNERS — reported RAUM up 56% ($231.9M -> $362.4M). IAPD ↗fund

$362.4M RAUM · 3 reps · 305-527-9320

FINDELL CAPITAL MANAGEMENT LLC — reported RAUM up 58% ($237.3M -> $375.8M). IAPD ↗fund

$375.8M RAUM · 3 reps · (646) 907-5217 · fincap.us

CASTLEKNIGHT MANAGEMENT LP — reported RAUM up 49% ($2.75B -> $4.10B). IAPD ↗fund

$4.10B RAUM · 8 reps · 212 - 852 - 6300 · castleknight.com

QHP CAPITAL, L.P. — reported RAUM up 48% ($3.09B -> $4.57B). IAPD ↗fund

$4.57B RAUM · 17 reps · 919-261-5250 · qhpcapital.com

PATIENT SQUARE CAPITAL, LP — reported RAUM up 46% ($12.00B -> $17.51B). IAPD ↗fund

$17.51B RAUM · 50 reps · (650) 677-8100 · patientsquarecapital.com

DARK FOREST CAPITAL MANAGEMENT LP — reported RAUM up 46% ($1.65B -> $2.42B). IAPD ↗fund

$2.42B RAUM · 6 reps · 1-203-718-5750

PARADIGM BIOCAPITAL ADVISORS LP — reported RAUM up 46% ($3.05B -> $4.47B). IAPD ↗fund

$4.47B RAUM · 6 reps · 646-970-2568

HARBOURVIEW EQUITY PARTNERS, LLC — reported RAUM up 45% ($2.67B -> $3.88B). IAPD ↗fund

$3.88B RAUM · 45 reps · 973-329-0285 · harbourviewequity.com

FIRST TRUST CAPITAL MANAGEMENT L.P. — reported RAUM up 50% ($8.20B -> $12.28B). IAPD ↗fund

$12.28B RAUM · 24 reps · 773.828.6700

GREENBELT CAPITAL PARTNERS — reported RAUM up 47% ($2.17B -> $3.19B). IAPD ↗fund

$3.19B RAUM · 17 reps · 512-362-6260

ISO-MTS CAPITAL MANAGEMENT LP — reported RAUM up 47% ($1.01B -> $1.49B). IAPD ↗fund

$1.49B RAUM · 4 reps · (203) 742-8100 · iso-mts.com

JEFFERIES CREDIT MANAGEMENT LLC — reported RAUM up 46% ($2.61B -> $3.82B). IAPD ↗fund

$3.82B RAUM · 18 reps · 212-284-2300

RADIAN INVESTMENT MANAGEMENT LLC — reported RAUM up 32% ($325.8M -> $428.9M). IAPD ↗institutional

$428.9M RAUM · 4 reps · 9175762742

OBRA FUND MANAGEMENT, LLC — reported RAUM up 50% ($47.9M -> $71.6M). IAPD ↗institutional

$71.6M RAUM · 40 reps · 917-831-1000 · obrafunds.com

APC ASSET DEVELOPMENT II, LP — reported RAUM up 48% ($1.39B -> $2.06B). IAPD ↗fund

$2.06B RAUM · 22 reps · (949) 681-2100

GEMCORP CAPITAL ADVISORS LLC — reported RAUM up 46% ($24.9M -> $36.5M). IAPD ↗institutional

$36.5M RAUM · 1 reps · 1-646-979-8494

CORIGLIANO INVESTMENT ADVISERS, LLC — reported RAUM up 55% ($318.9M -> $495.5M). IAPD ↗fund

$495.5M RAUM · 4 reps · (919) 225-6496 · coriglianoenergy.com

SCI CAPITAL PARTNERS LP — reported RAUM up 50% ($2.92B -> $4.37B). IAPD ↗fund

$4.37B RAUM · 9 reps · 424-316-2061 · scicp.com

THRIVENT PRIVATE INVESTMENTS — reported RAUM up 46% ($15.58B -> $22.78B). IAPD ↗fund

$22.78B RAUM · 24 reps · 800-847-4836 · thriventprivateinvestments.com

HARK CAPITAL ADVISORS LLC — reported RAUM up 47% ($1.05B -> $1.55B). IAPD ↗fund

$1.55B RAUM · 9 reps · 332-332-3220 · harkcap.com

MUTUAL OF AMERICA LIFE INSURANCE COMPANY — reported RAUM up 29% ($335.6M -> $434.1M). IAPD ↗institutional

$434.1M RAUM · 2 reps · (212) 224-1600 · mutualofamerica.com

BERKSHIRE CAPITAL HOLDINGS INC — reported RAUM up 28% ($221.2M -> $283.0M). IAPD ↗institutional

$283.0M RAUM · 1 reps · (408) 526-0707 · berkshirefunds.com

COMPASS GROUP LLC — reported RAUM up 41% ($1.18B -> $1.65B). IAPD ↗fund

$1.65B RAUM · 10 reps · 212-355-7630 · cgcompass.com

CHRISTOFFERSON, ROBB & COMPANY — reported RAUM up 43% ($7.91B -> $11.29B). IAPD ↗fund

$11.29B RAUM · 6 reps · 212-489-4350 · christoffersonrobb.com

WHITEBOX ADVISORS LLC — reported RAUM up 43% ($11.05B -> $15.74B). IAPD ↗fund

$15.74B RAUM · 35 reps · 612-253-6001 · whiteboxadvisors.com

CORPORATE CONSULTING GROUP, INC. — reported RAUM up 44% ($167.1M -> $240.8M). IAPD ↗institutional

$240.8M RAUM · 2 reps · 918-585-5858

LINDEN ADVISORS LP — reported RAUM up 42% ($27.30B -> $38.78B). IAPD ↗fund

$38.78B RAUM · 25 reps · 646-840-3500 · lindenlp.com

CVC CREDIT PARTNERS, LLC — reported RAUM up 42% ($43.48B -> $61.63B). IAPD ↗fund

$61.63B RAUM · 74 reps · +1 212-506-3858

MSREF REAL ESTATE ADVISOR, INC. — reported RAUM up 42% ($11.09B -> $15.77B). IAPD ↗fund

$15.77B RAUM · 170 reps · 212-761-7160 · morganstanley.com

EMPERY ASSET MANAGEMENT, LP — reported RAUM up 54% ($170.8M -> $262.5M). IAPD ↗fund

$262.5M RAUM · 3 reps · 212-608-3300

RTW INVESTMENTS LP — reported RAUM up 44% ($9.81B -> $14.14B). IAPD ↗fund

$14.14B RAUM · 35 reps · 646-597-6980 · rtwfunds.com

BAYVIEW ASSET MANAGEMENT, LLC — reported RAUM up 43% ($44.76B -> $64.21B). IAPD ↗fund

$64.21B RAUM · 195 reps · 305-854-8880 · bayview.com

JMI MANAGEMENT, L.P. — reported RAUM up 43% ($9.48B -> $13.58B). IAPD ↗fund

$13.58B RAUM · 44 reps · 410-951-0200

AXONIC CAPITAL LLC — reported RAUM up 42% ($7.00B -> $9.96B). IAPD ↗fund

$9.96B RAUM · 36 reps · 212-259-0430 · axonicfunds.com

SOFINNOVA INVESTMENTS, INC. — reported RAUM up 42% ($3.77B -> $5.37B). IAPD ↗fund

$5.37B RAUM · 20 reps · 650-681-8420 · sofinnova.com

ANDREESSEN HOROWITZ — reported RAUM up 42% ($74.74B -> $106.48B). IAPD ↗fund

$106.48B RAUM · 88 reps · (650) 798-5800

ARCLIGHT CAPITAL PARTNERS, LLC — reported RAUM up 43% ($9.49B -> $13.54B). IAPD ↗fund

$13.54B RAUM · 31 reps · 617-531-6300

DRAGONEER INVESTMENT GROUP, LLC — reported RAUM up 45% ($25.61B -> $37.04B). IAPD ↗fund

$37.04B RAUM · 22 reps · 415-539-3105 · dragoneer.com

RAFFLES CAPITAL MANAGEMENT, LLC — reported RAUM up 50% ($179.6M -> $270.2M). IAPD ↗fund

$270.2M RAUM · 2 reps · 212-760-2322 · raffleslp.com

MILLSTREET CAPITAL MANAGEMENT LLC — reported RAUM up 41% ($4.13B -> $5.82B). IAPD ↗fund

$5.82B RAUM · 5 reps · (617) 939-0030 · millstreet.com

SLATE PATH CAPITAL LP — reported RAUM up 42% ($8.41B -> $11.99B). IAPD ↗fund

$11.99B RAUM · 12 reps · 212-257-4330 · slatepathcapital.com

RIBBIT CAPITAL — reported RAUM up 43% ($14.55B -> $20.78B). IAPD ↗fund

$20.78B RAUM · 14 reps · 650-485-3758

GREENOAKS — reported RAUM up 44% ($12.65B -> $18.27B). IAPD ↗fund

$18.27B RAUM · 19 reps · 415.942.5322 · greenoaks.com

EDGESTREAM PARTNERS, L.P. — reported RAUM up 45% ($3.37B -> $4.89B). IAPD ↗fund

$4.89B RAUM · 13 reps · 609-681-2200 · edgestreamlp.com

SUSTAINABLE INSIGHT CAPITAL MANAGEMENT, LLC — reported RAUM up 26% ($324.1M -> $409.9M). IAPD ↗institutional

$409.9M RAUM · 3 reps · 646-790-4800 · sicm.com

SEGRA CAPITAL MANAGEMENT, LLC — reported RAUM up 54% ($532.6M -> $820.7M). IAPD ↗fund

$820.7M RAUM · 3 reps · 561-890-9127

PINEGROVE OPPORTUNITY PARTNERS, LLC — reported RAUM up 43% ($2.05B -> $2.93B). IAPD ↗fund

$2.93B RAUM · 12 reps · 650-519-0540 · pinegrove.vc

CHICAGO PACIFIC FOUNDERS — reported RAUM up 45% ($4.69B -> $6.78B). IAPD ↗fund

$6.78B RAUM · 41 reps · 312-273-4750

CAMAC PARTNERS, LLC — reported RAUM up 54% ($250.8M -> $386.6M). IAPD ↗fund

$386.6M RAUM · 2 reps · 9176921844 · camacpartners.com

REVELSTOKE CAPITAL PARTNERS — reported RAUM up 41% ($4.74B -> $6.70B). IAPD ↗fund

$6.70B RAUM · 47 reps · 303-953-7438

TENARON CAPITAL MANAGEMENT LP — reported RAUM up 41% ($40.04B -> $56.41B). IAPD ↗fund

$56.41B RAUM · 16 reps · 212-951-0595 · tenaroncapital.com

ALIGN CAPITAL PARTNERS, LP — reported RAUM up 44% ($1.68B -> $2.41B). IAPD ↗fund

$2.41B RAUM · 23 reps · 214-780-0857

ARTEMIS CAPITAL PARTNERS — reported RAUM up 50% ($293.6M -> $441.5M). IAPD ↗fund

$441.5M RAUM · 9 reps · 857-327-5606

RIOT VENTURES MANAGEMENT, LLC — reported RAUM up 54% ($615.0M -> $948.3M). IAPD ↗fund

$948.3M RAUM · 7 reps · (310) 243-6433 · riot.vc

LINSE CAPITAL LLC — reported RAUM up 41% ($1.21B -> $1.71B). IAPD ↗fund

$1.71B RAUM · 3 reps · 775-298-5350

PATHLIGHT CAPITAL — reported RAUM up 41% ($2.49B -> $3.52B). IAPD ↗fund

$3.52B RAUM · 23 reps · 617-830-7055 · pathlightcapital.com

BRACKET CAPITAL — reported RAUM up 45% ($1.77B -> $2.57B). IAPD ↗fund

$2.57B RAUM · 5 reps · 844-218-3370 · bracketcapital.com

PARTNERS GROUP US MANAGEMENT CLO LLC — reported RAUM up 45% ($6.71B -> $9.70B). IAPD ↗fund

$9.70B RAUM · 0 reps · 212-908-2781

1CONFIRMATION — reported RAUM up 55% ($556.0M -> $860.0M). IAPD ↗fund

$860.0M RAUM · 3 reps · 917-574-2915 · 1confirmation.com

D1 CAPITAL PARTNERS L.P. — reported RAUM up 45% ($27.75B -> $40.16B). IAPD ↗fund

$40.16B RAUM · 37 reps · 212-390-9100

ALCOVA CAPITAL MANAGEMENT LP — reported RAUM up 53% ($189.5M -> $289.3M). IAPD ↗fund

$289.3M RAUM · 4 reps · (212) 320-8387 · alcovacap.com

RADIANX CAPITAL, LLC — reported RAUM up 25% ($760.0M -> $953.6M). IAPD ↗institutional

$953.6M RAUM · 3 reps · 6464033807

ANALOG CENTURY MANAGEMENT LP — reported RAUM up 40% ($1.75B -> $2.45B). IAPD ↗fund

$2.45B RAUM · 5 reps · 646-248-6061 · analogcm.com

ARCLINE INVESTMENT MANAGEMENT LP — reported RAUM up 43% ($18.44B -> $26.46B). IAPD ↗fund

$26.46B RAUM · 55 reps · (615) 270-5870 · arcline.com

AGL CREDIT MANAGEMENT LLC — reported RAUM up 41% ($18.23B -> $25.80B). IAPD ↗fund

$25.80B RAUM · 42 reps · 212-973-8600

ONEPRIME CAPITAL — reported RAUM up 55% ($576.7M -> $892.3M). IAPD ↗fund

$892.3M RAUM · 6 reps · 650-229-8280 · oneprimecapital.com

PARKMAN HEALTHCARE PARTNERS LLC — reported RAUM up 43% ($1.22B -> $1.74B). IAPD ↗fund

$1.74B RAUM · 8 reps · (203) 516-3690

BROWNING WEST LP — reported RAUM up 41% ($1.59B -> $2.24B). IAPD ↗fund

$2.24B RAUM · 5 reps · 310-984-7600

MUZINICH BDC ADVISER, LLC — reported RAUM up 45% ($152.8M -> $220.9M). IAPD ↗institutional

$220.9M RAUM · 10 reps · 212-888-3413

CARTENNA CAPITAL — reported RAUM up 43% ($1.65B -> $2.36B). IAPD ↗fund

$2.36B RAUM · 7 reps · 475 477 2003 · cartennacapital.com

LEFT LANE CAPITAL — reported RAUM up 45% ($2.66B -> $3.84B). IAPD ↗fund

$3.84B RAUM · 19 reps · 929-419-5640 · leftlane.com

EMBER INFRASTRUCTURE — reported RAUM up 40% ($1.20B -> $1.68B). IAPD ↗fund

$1.68B RAUM · 14 reps · (646) 374-3942 · ember-infra.com

CAI MANAGER LP — reported RAUM up 43% ($1.52B -> $2.18B). IAPD ↗fund

$2.18B RAUM · 12 reps · (415) 640-5422

FRIENDS & FAMILY CAPITAL MANAGEMENT, LLC — reported RAUM up 54% ($504.6M -> $777.2M). IAPD ↗fund

$777.2M RAUM · 2 reps · 650-815-7042

HUNTER POINT CAPITAL LP — reported RAUM up 42% ($5.50B -> $7.81B). IAPD ↗fund

$7.81B RAUM · 55 reps · (212) 970-0700 · hunterpointcapital.com

FLIGHT DECK CAPITAL, LP — reported RAUM up 53% ($234.7M -> $358.7M). IAPD ↗fund

$358.7M RAUM · 2 reps · 415-728-9037 · flightdeckcap.com

CHICAGO ATLANTIC ADVISERS, LLC — reported RAUM up 54% ($628.9M -> $970.3M). IAPD ↗fund

$970.3M RAUM · 30 reps · 312-625-9295

PERCHERON CAPITAL — reported RAUM up 41% ($3.59B -> $5.06B). IAPD ↗fund

$5.06B RAUM · 63 reps · (415)738-4340 · percheroncapital.com

ANTHONY CAPITAL MANAGEMENT, LLC — reported RAUM up 40% ($27.0M -> $37.9M). IAPD ↗institutional

$37.9M RAUM · 1 reps · (561) 371-1303 · anthonycm.com

TYRO CAPITAL MANAGEMENT, LLC — reported RAUM up 54% ($254.9M -> $392.9M). IAPD ↗fund

$392.9M RAUM · 5 reps · 330-307-6147

CLOUD CAPITAL ADVISORS LLC — reported RAUM up 43% ($1.97B -> $2.82B). IAPD ↗fund

$2.82B RAUM · 8 reps · (202) 607 2300 · cloudcapital.com

REVIVAL HEALTHCARE CAPITAL LLC — reported RAUM up 52% ($633.4M -> $964.3M). IAPD ↗fund

$964.3M RAUM · 12 reps · 512-291-2111 · rvlhc.com

BHARCAP PARTNERS, LLC — reported RAUM up 40% ($2.31B -> $3.24B). IAPD ↗fund

$3.24B RAUM · 8 reps · 203-489-7770 · bharcap.com

BOONE CAPITAL MANAGEMENT LLC — reported RAUM up 52% ($632.9M -> $963.2M). IAPD ↗fund

$963.2M RAUM · 5 reps · 404-891-9290

BURKEHILL GLOBAL MANAGEMENT, LP — reported RAUM up 40% ($2.52B -> $3.54B). IAPD ↗fund

$3.54B RAUM · 9 reps · 2124906760

BASEPOINT ADVISORS LLC — reported RAUM up 42% ($2.31B -> $3.27B). IAPD ↗fund

$3.27B RAUM · 2 reps · 212-634-9900

GREENLAND CAPITAL MANAGEMENT LP — reported RAUM up 43% ($1.50B -> $2.15B). IAPD ↗fund

$2.15B RAUM · 12 reps · (212) 390-9577

CONSTITUTION CAPITAL PM, L. P. — reported RAUM up 28% ($709.7M -> $910.8M). IAPD ↗institutional

$910.8M RAUM · 24 reps · 978-749-9600

LONG FOCUS CAPITAL MANAGEMENT LLC — reported RAUM up 43% ($1.70B -> $2.44B). IAPD ↗fund

$2.44B RAUM · 6 reps · (787) 333-0240

AEREF MANAGEMENT, LLC — reported RAUM up 68% ($116.0M -> $194.4M). IAPD ↗fund

$194.4M RAUM · 13 reps · (212) 721-5500

WASATCH INVESTMENT FUND MANAGER, LLC — reported RAUM up 52% ($167.2M -> $254.6M). IAPD ↗fund

$254.6M RAUM · 4 reps · 435-755-2000

INVESTBEV — reported RAUM up 52% ($191.9M -> $290.9M). IAPD ↗fund

$290.9M RAUM · 7 reps · 312-617-9057 · investbev.com

THE VISUALIZE GROUP LP — reported RAUM up 51% ($262.2M -> $396.1M). IAPD ↗fund

$396.1M RAUM · 8 reps · 212-540-5151

FREESTONE GROVE PARTNERS LP — reported RAUM up 42% ($11.63B -> $16.48B). IAPD ↗fund

$16.48B RAUM · 105 reps · 4159074100 · fgrovep.com

MAIN CAPITAL PARTNERS NORTH AMERICA LLC — reported RAUM up 28% ($367.6M -> $471.6M). IAPD ↗institutional

$471.6M RAUM · 7 reps · 617-207-4175

AVATAR CAPITAL MANAGEMENT LLC — reported RAUM up 52% ($184.3M -> $279.6M). IAPD ↗fund

$279.6M RAUM · 3 reps · 206-508-6139 · avatarfinancial.com

LOTUS — reported RAUM up 55% ($262.0M -> $405.0M). IAPD ↗fund

$405.0M RAUM · 5 reps · 628-212-8533 · lotusmgmt.co

CANDER ASSET MANAGEMENT — reported RAUM up 27% ($775.7M -> $989.0M). IAPD ↗institutional

$989.0M RAUM · 3 reps · 917-541-5410

SMITH GROUP ASSET MANAGEMENT — reported RAUM up 36% ($133.7M -> $182.2M). IAPD ↗institutional

$182.2M RAUM · 10 reps · 214-880-4600

D. E. SHAW & CO., L.P. — reported RAUM up 38% ($154.59B -> $213.36B). IAPD ↗fund

$213.36B RAUM · 526 reps · 212-478-0000

ARLINGTON PARTNERS LLC — reported RAUM up 40% ($1.65B -> $2.31B). IAPD ↗fund

$2.31B RAUM · 11 reps · 205-488-4300 · arlington.com

ARROWSTREET CAPITAL, LIMITED PARTNERSHIP — reported RAUM up 39% ($253.55B -> $351.32B). IAPD ↗fund

$351.32B RAUM · 102 reps · 617-919-0000 · arrowstreetcapital.com

ALKEON CAPITAL MANAGEMENT, LLC — reported RAUM up 40% ($18.12B -> $25.29B). IAPD ↗fund

$25.29B RAUM · 30 reps · 212-716-6840 · alkeoncapital.com

VAN ECK ABSOLUTE RETURN ADVISERS CORP. — reported RAUM up 37% ($2.27B -> $3.11B). IAPD ↗fund

$3.11B RAUM · 30 reps · 212-293-2000

BASSWOOD CAPITAL MANAGEMENT, L.L.C. — reported RAUM up 35% ($2.09B -> $2.83B). IAPD ↗fund

$2.83B RAUM · 9 reps · 212-521-9500

J.C. FLOWERS & CO. LLC — reported RAUM up 37% ($4.40B -> $6.01B). IAPD ↗fund

$6.01B RAUM · 18 reps · 212-404-6800 · jcfco.com

PENNANTPARK INVESTMENT ADVISERS, LLC — reported RAUM up 36% ($4.51B -> $6.16B). IAPD ↗fund

$6.16B RAUM · 30 reps · 212-905-1000

ARGA INVESTMENT MANAGEMENT, LP — reported RAUM up 36% ($18.03B -> $24.57B). IAPD ↗fund

$24.57B RAUM · 25 reps · 203-614-0800

AVORO CAPITAL ADVISORS LLC — reported RAUM up 37% ($9.89B -> $13.55B). IAPD ↗fund

$13.55B RAUM · 11 reps · 212-937-4970 · avorocapital.com

PERCEPTIVE ADVISORS — reported RAUM up 39% ($8.46B -> $11.77B). IAPD ↗fund

$11.77B RAUM · 28 reps · 646-205-5300

LGK ADVISORS, LLC — reported RAUM up 35% ($3.24B -> $4.39B). IAPD ↗fund

$4.39B RAUM · 10 reps · 212-378-3700 · lsvadvisors.com

LIGHT STREET CAPITAL MANAGEMENT, LLC — reported RAUM up 39% ($1.13B -> $1.57B). IAPD ↗fund

$1.57B RAUM · 5 reps · 650-234-1640 · lightstreet.com

JERICHO CAPITAL ASSET MANAGEMENT L.P. — reported RAUM up 37% ($7.36B -> $10.11B). IAPD ↗fund

$10.11B RAUM · 8 reps · 212-946-7650 · jerichocap.com

CORSAIR CAPITAL MANAGEMENT, L.P. — reported RAUM up 49% ($643.5M -> $957.0M). IAPD ↗fund

$957.0M RAUM · 2 reps · 212-949-3000 · corsaircap.com

VERITAS CAPITAL FUND MANAGEMENT, L.L.C. — reported RAUM up 38% ($38.88B -> $53.81B). IAPD ↗fund

$53.81B RAUM · 71 reps · 212-415-6700 · veritascapital.com

SEQUOIA CAPITAL OPERATIONS, LLC — reported RAUM up 36% ($60.45B -> $82.17B). IAPD ↗fund

$82.17B RAUM · 32 reps · 650-854-3927 · sequoiacap.com

MAN SOLUTIONS LLC — reported RAUM up 39% ($7.26B -> $10.10B). IAPD ↗fund

$10.10B RAUM · 15 reps · 212.649.6600 · man.com

VOSS CAPITAL, LP — reported RAUM up 36% ($1.42B -> $1.94B). IAPD ↗fund

$1.94B RAUM · 6 reps · 832-592-1782

BEHRMAN BROTHERS MANAGEMENT COMPANY L.P. — reported RAUM up 40% ($1.39B -> $1.95B). IAPD ↗fund

$1.95B RAUM · 12 reps · 212 980-6500 · behrmancap.com

GENERAL CATALYST — reported RAUM up 36% ($33.56B -> $45.50B). IAPD ↗fund

$45.50B RAUM · 68 reps · 617-234-7000

PDT PARTNERS, LLC — reported RAUM up 37% ($14.02B -> $19.18B). IAPD ↗fund

$19.18B RAUM · 96 reps · (212) 621-0400 · pdtpartners.com

KOSMOS MANAGEMENT LLC — reported RAUM up 37% ($1.61B -> $2.21B). IAPD ↗fund

$2.21B RAUM · 7 reps · 206-624-8111 · kosmosllc.com

CENDANA CAPITAL — reported RAUM up 36% ($1.74B -> $2.37B). IAPD ↗fund

$2.37B RAUM · 7 reps · 650-346-2914

TURN/RIVER MANAGEMENT, L.P. — reported RAUM up 36% ($4.86B -> $6.59B). IAPD ↗fund

$6.59B RAUM · 87 reps · 415-858-0910 · turnriver.com

ESTANCIA CAPITAL MANAGEMENT, LLC — reported RAUM up 48% ($611.9M -> $908.0M). IAPD ↗fund

$908.0M RAUM · 11 reps · 480-448-5001 · estanciapartners.com

SHORE CAPITAL PARTNERS — reported RAUM up 36% ($6.80B -> $9.26B). IAPD ↗fund

$9.26B RAUM · 62 reps · 312-348-7572

RAITH CAPITAL PARTNERS — reported RAUM up 37% ($2.07B -> $2.83B). IAPD ↗fund

$2.83B RAUM · 18 reps · 212-938-6995

BERNHARD CAPITAL PARTNERS MANAGEMENT, LP — reported RAUM up 36% ($4.85B -> $6.58B). IAPD ↗fund

$6.58B RAUM · 32 reps · (225) 228-2500 · bernhardcapital.com

KRENSAVAGE ASSET MANAGEMENT, LLC — reported RAUM up 48% ($203.3M -> $300.2M). IAPD ↗fund

$300.2M RAUM · 3 reps · (212) 888-1582

VR ADVISER, LLC — reported RAUM up 37% ($3.27B -> $4.50B). IAPD ↗fund

$4.50B RAUM · 11 reps · 212-444-4100

CAS INVESTMENT PARTNERS, LLC — reported RAUM up 35% ($1.81B -> $2.45B). IAPD ↗fund

$2.45B RAUM · 2 reps · (212) 804-7660 · casinvestmentpartners.com

QUANTBOT TECHNOLOGIES, LP — reported RAUM up 38% ($4.83B -> $6.65B). IAPD ↗fund

$6.65B RAUM · 47 reps · 212-922-9624 · quantbot.com

STELLEX CAPITAL — reported RAUM up 39% ($4.98B -> $6.91B). IAPD ↗fund

$6.91B RAUM · 36 reps · 212-710-2323 · stellexcapitalmanagement.com

ATALAN CAPITAL PARTNERS, LP — reported RAUM up 37% ($2.40B -> $3.29B). IAPD ↗fund

$3.29B RAUM · 5 reps · 212-672-3380 · atalancap.com

ACRES — reported RAUM up 35% ($3.24B -> $4.39B). IAPD ↗fund

$4.39B RAUM · 24 reps · 516-535-0015 · acresreit.com

SILVERSMITH CAPITAL PARTNERS — reported RAUM up 36% ($5.28B -> $7.16B). IAPD ↗fund

$7.16B RAUM · 38 reps · 617-670-4300 · silversmithcapital.com

STONY POINT CAPITAL — reported RAUM up 37% ($1.09B -> $1.49B). IAPD ↗fund

$1.49B RAUM · 3 reps · (646) 847-3320 · stonypointcapital.com

337 FRONTIER CAPITAL, LP — reported RAUM up 46% ($544.3M -> $795.3M). IAPD ↗fund

$795.3M RAUM · 3 reps · (646)-813-3351 · 337frontier.com

GEMSPRING CAPITAL MANAGEMENT, LP — reported RAUM up 39% ($3.70B -> $5.14B). IAPD ↗fund

$5.14B RAUM · 49 reps · (203) 842-8886

JLL PARTNERS, LLC — reported RAUM up 37% ($5.39B -> $7.40B). IAPD ↗fund

$7.40B RAUM · 36 reps · 212-286-8600 · jllpartners.com

AYRTON CAPITAL LLC — reported RAUM up 48% ($264.7M -> $392.9M). IAPD ↗fund

$392.9M RAUM · 5 reps · 646-684-0650

AMITY VENTURES — reported RAUM up 37% ($1.27B -> $1.74B). IAPD ↗fund

$1.74B RAUM · 9 reps · (415) 226-4119

MFN PARTNERS MANAGEMENT, LP — reported RAUM up 36% ($9.10B -> $12.42B). IAPD ↗fund

$12.42B RAUM · 7 reps · 617-443-2040

HULL STREET ENERGY — reported RAUM up 37% ($3.34B -> $4.57B). IAPD ↗fund

$4.57B RAUM · 20 reps · 410-685-7950 · hullstreetenergy.com

APERTURE INVESTORS, LLC — reported RAUM up 39% ($4.36B -> $6.06B). IAPD ↗fund

$6.06B RAUM · 34 reps · 212-521-5180 · apertureinvestors.com

ALTA FOX CAPITAL MANAGEMENT, LLC — reported RAUM up 46% ($563.7M -> $821.4M). IAPD ↗fund

$821.4M RAUM · 5 reps · 817-350-4230

DSC MERIDIAN CAPITAL LP — reported RAUM up 35% ($1.43B -> $1.94B). IAPD ↗fund

$1.94B RAUM · 8 reps · (212) 393-4860 · dscmeridiancapital.com

COMPASS ROSE ASSET MANAGEMENT — reported RAUM up 39% ($11.86B -> $16.50B). IAPD ↗fund

$16.50B RAUM · 16 reps · 212-888-1433 · compassroseam.com

BLUE OWL CREDIT PRIVATE FUND ADVISORS LLC — reported RAUM up 37% ($33.60B -> $46.06B). IAPD ↗fund

$46.06B RAUM · 250 reps · (212) 419-3000 · blueowl.com

TYREE & D'ANGELO PARTNERS MANAGEMENT LP — reported RAUM up 36% ($1.90B -> $2.58B). IAPD ↗fund

$2.58B RAUM · 52 reps · 312-489-5050 · tdpfund.com

SOVIERO ASSET MANAGEMENT, LP — reported RAUM up 49% ($179.1M -> $267.7M). IAPD ↗fund

$267.7M RAUM · 5 reps · 212-324-1431

SMASH VENTURES MANAGEMENT COMPANY LP — reported RAUM up 38% ($2.50B -> $3.46B). IAPD ↗fund

$3.46B RAUM · 12 reps · 310-365-8809

KANAME CAPITAL, L.P. — reported RAUM up 47% ($201.7M -> $295.8M). IAPD ↗fund

$295.8M RAUM · 4 reps · 617-841-7705 · kanamecapital.com

ACORN CAPITAL ADVISORS, LLC — reported RAUM up 49% ($239.2M -> $355.3M). IAPD ↗fund

$355.3M RAUM · 5 reps · 212 299-4777 · acornbioventures.com

NZS CAPITAL LLC — reported RAUM up 38% ($2.93B -> $4.06B). IAPD ↗fund

$4.06B RAUM · 5 reps · 720-282-9746 · nzscapital.com

ASCENDANT CAPITAL PARTNERS LP — reported RAUM up 38% ($1.41B -> $1.95B). IAPD ↗fund

$1.95B RAUM · 13 reps · (310) 689-5149 · ascendantcapital.com

FIDELIS INVESTORS, LLC — reported RAUM up 36% ($1.01B -> $1.38B). IAPD ↗fund

$1.38B RAUM · 6 reps · 908-402-8132 · fidelis-investors.com

WHITEHAWK CAPITAL PARTNERS LP — reported RAUM up 38% ($1.03B -> $1.43B). IAPD ↗fund

$1.43B RAUM · 14 reps · (213) 441-2688

140 SUMMER PARTNERS LP — reported RAUM up 38% ($2.80B -> $3.87B). IAPD ↗fund

$3.87B RAUM · 10 reps · 212-804-9760

STONE POINT CREDIT ADVISER LLC — reported RAUM up 38% ($8.07B -> $11.13B). IAPD ↗fund

$11.13B RAUM · 64 reps · 203-862-2900 · stonepoint.com

SANDLOT PARTNERS, LLC — reported RAUM up 46% ($626.2M -> $916.6M). IAPD ↗fund

$916.6M RAUM · 8 reps · 203-233-5797

SYCAMORE TREE CAPITAL PARTNERS, L.P. — reported RAUM up 40% ($2.53B -> $3.54B). IAPD ↗fund

$3.54B RAUM · 15 reps · 214-251-8250

BROOKFIELD ASSET MANAGEMENT PIC BMG, LLC — reported RAUM up 48% ($614.4M -> $911.7M). IAPD ↗fund

$911.7M RAUM · 1096 reps · 212-417-7000 · brookfield.com

GERCHEN CAPITAL PARTNERS — reported RAUM up 37% ($1.54B -> $2.11B). IAPD ↗fund

$2.11B RAUM · 22 reps · 217-437-1300 · gerchen.com

WHISTLER CAPITAL PARTNERS LLC — reported RAUM up 36% ($1.82B -> $2.49B). IAPD ↗fund

$2.49B RAUM · 7 reps · 615-252-5501 · whistlercapital.com

MARKETDESK INDICES LLC — reported RAUM up 37% ($110.9M -> $151.6M). IAPD ↗institutional

$151.6M RAUM · 2 reps · 646-787-0394 · marketdeskresearch.com

MYCOR CAPITAL MANAGEMENT, LLC — reported RAUM up 36% ($1.29B -> $1.75B). IAPD ↗fund

$1.75B RAUM · 10 reps · 203-803-4840 · mycorcapital.com

GLOBAL DELTA CAPITAL, LLC — reported RAUM up 60% ($137.9M -> $220.9M). IAPD ↗fund

$220.9M RAUM · 6 reps · 501-952-9465 · globaldeltacapital.com

AVILA REAL ESTATE CAPITAL — reported RAUM up 49% ($226.7M -> $336.7M). IAPD ↗fund

$336.7M RAUM · 24 reps · 415-561-0600 · avilacapllc.com

CORIENT IA LLC — reported RAUM up 39% ($3.68B -> $5.11B). IAPD ↗fund

$5.11B RAUM · 49 reps · (305) 735-2020

LUMINARX CAPITAL MANAGEMENT LP — reported RAUM up 40% ($3.20B -> $4.46B). IAPD ↗fund

$4.46B RAUM · 17 reps · 212-680-4579 · luminarx.com

EAGLE POINT ENHANCED INCOME MANAGEMENT LLC — reported RAUM up 36% ($91.1M -> $124.1M). IAPD ↗institutional

$124.1M RAUM · 34 reps · 203-340-8500

EAGLE POINT DEFENSIVE INCOME MANAGEMENT LLC — reported RAUM up 35% ($135.8M -> $183.5M). IAPD ↗institutional

$183.5M RAUM · 12 reps · 203-340-8500

LONG ANGLE MANAGEMENT, LLC — reported RAUM up 48% ($273.5M -> $404.7M). IAPD ↗fund

$404.7M RAUM · 4 reps · 808-651-4737 · longangle.com

RENWAVE KORE, LLC — reported RAUM up 37% ($1.22B -> $1.68B). IAPD ↗fund

$1.68B RAUM · 11 reps · 203-905-9236 · renwavekore.com

KARL KAPITAL — reported RAUM up 50% ($179.4M -> $268.4M). IAPD ↗fund

$268.4M RAUM · 5 reps · (415) 503-5712 · karlkapital.com

TORQUE ASSET MANAGEMENT LLC — reported RAUM up 49% ($216.6M -> $323.8M). IAPD ↗fund

$323.8M RAUM · 3 reps · 786-655-6494 · torqueam.com

PANAGORA ASSET MANAGEMENT INC — reported RAUM up 33% ($33.18B -> $44.13B). IAPD ↗fund

$44.13B RAUM · 44 reps · 617-439-6300 · panagora.com

FIRST EAGLE INVESTMENT MANAGEMENT, LLC — reported RAUM up 34% ($101.61B -> $136.48B). IAPD ↗fund

$136.48B RAUM · 46 reps · 212-698-3300

WEXFORD CAPITAL LP — reported RAUM up 32% ($1.30B -> $1.72B). IAPD ↗fund

$1.72B RAUM · 17 reps · 561-273-8600 · wexford.com

GAM USA INC. — reported RAUM up 35% ($1.15B -> $1.55B). IAPD ↗fund

$1.55B RAUM · 10 reps · 212-407-4600

BALLYROCK INVESTMENT ADVISORS LLC — reported RAUM up 31% ($8.42B -> $10.99B). IAPD ↗fund

$10.99B RAUM · 3 reps · 617-563-7000

BLACKSTONE ASSET BASED FINANCE ADVISORS LP — reported RAUM up 32% ($53.31B -> $70.45B). IAPD ↗fund

$70.45B RAUM · 386 reps · 212-503-2100 · blackstone.podbean.com

ALGERT GLOBAL LLC — reported RAUM up 34% ($7.64B -> $10.20B). IAPD ↗fund

$10.20B RAUM · 11 reps · 415-675-7300 · algertglobal.com

GS GAMMA ADVISORS, LLC — reported RAUM up 42% ($209.6M -> $298.6M). IAPD ↗fund

$298.6M RAUM · 4 reps · 212-381-4169 · gsgamma.com

GLENVIEW CAPITAL MANAGEMENT, LLC — reported RAUM up 34% ($4.77B -> $6.37B). IAPD ↗fund

$6.37B RAUM · 25 reps · 212-812-4700

GREYLOCK CAPITAL MANAGEMENT, LLC — reported RAUM up 40% ($223.6M -> $313.9M). IAPD ↗fund

$313.9M RAUM · 4 reps · 1-212-808-1800 · greylockcapital.com

WOLVERINE ASSET MANAGEMENT, LLC — reported RAUM up 32% ($11.23B -> $14.83B). IAPD ↗fund

$14.83B RAUM · 20 reps · 312-884-4400 · wolve.com

BAIN CAPITAL PRIVATE EQUITY, LP — reported RAUM up 35% ($71.61B -> $96.43B). IAPD ↗fund

$96.43B RAUM · 436 reps · 617-516-2318 · baincapitallifesciences.com

BLACKSTONE LIQUID CREDIT ADVISORS I LLC — reported RAUM up 33% ($38.91B -> $51.63B). IAPD ↗fund

$51.63B RAUM · 408 reps · 212-503-2100

LOMBARD ODIER ASSET MANAGEMENT (USA) CORP — reported RAUM up 31% ($5.72B -> $7.48B). IAPD ↗fund

$7.48B RAUM · 27 reps · 212-295-6200

ALYESKA INVESTMENT GROUP, L.P. — reported RAUM up 32% ($31.65B -> $41.68B). IAPD ↗fund

$41.68B RAUM · 38 reps · 312-899-7900 · highlinercapital.com

MEDINA VALUE PARTNERS, LLC — reported RAUM up 40% ($511.6M -> $717.2M). IAPD ↗fund

$717.2M RAUM · 3 reps · (310) 979-6900

BROADRIVER ASSET MANAGEMENT, L.P. — reported RAUM up 32% ($1.77B -> $2.34B). IAPD ↗fund

$2.34B RAUM · 7 reps · 212-486-0600

SERENGETI ASSET MANAGEMENT LP — reported RAUM up 30% ($1.13B -> $1.48B). IAPD ↗fund

$1.48B RAUM · 10 reps · 212-672-2220

WIND POINT PARTNERS — reported RAUM up 31% ($6.56B -> $8.58B). IAPD ↗fund

$8.58B RAUM · 26 reps · 312-255-4800 · wppartners.com

3G CAPITAL PARTNERS LP — reported RAUM up 31% ($12.42B -> $16.31B). IAPD ↗fund

$16.31B RAUM · 9 reps · 212-893-6727

BGO US REAL ESTATE LP — reported RAUM up 32% ($18.28B -> $24.12B). IAPD ↗fund

$24.12B RAUM · 32 reps · 212-359-7800 · bgo.com

DME CAPITAL MANAGEMENT, LP — reported RAUM up 31% ($3.67B -> $4.80B). IAPD ↗fund

$4.80B RAUM · 11 reps · 212-973-1900

DFW CAPITAL PARTNERS — reported RAUM up 31% ($2.21B -> $2.89B). IAPD ↗fund

$2.89B RAUM · 18 reps · 201-836-6000 · dfwcapital.com

HRTG GPE, LLC — reported RAUM up 31% ($20.62B -> $27.10B). IAPD ↗fund

$27.10B RAUM · 8 reps · 650-397-9070

SRS INVESTMENT MANAGEMENT, LLC — reported RAUM up 34% ($10.35B -> $13.92B). IAPD ↗fund

$13.92B RAUM · 18 reps · 212-520-7900 · srsfund.com

COATUE MANAGEMENT, L.L.C. — reported RAUM up 33% ($69.52B -> $92.71B). IAPD ↗fund

$92.71B RAUM · 68 reps · 212-715-5100

KENSICO CAPITAL MANAGEMENT CORP. — reported RAUM up 31% ($6.03B -> $7.88B). IAPD ↗fund

$7.88B RAUM · 11 reps · 203-862-5800 · kensicocapital.com

NANTAHALA CAPITAL MANAGEMENT, LLC — reported RAUM up 33% ($2.35B -> $3.11B). IAPD ↗fund

$3.11B RAUM · 6 reps · 203-909-6430 · nantahalapartners.com

PRELUDE CAPITAL MANAGEMENT, LLC — reported RAUM up 34% ($1.78B -> $2.39B). IAPD ↗fund

$2.39B RAUM · 11 reps · 212-546-1180 · preludecapital.com

BROADWOOD CAPITAL, INC — reported RAUM up 30% ($1.31B -> $1.71B). IAPD ↗fund

$1.71B RAUM · 5 reps · 212-508-5735 · broadwoodcapital.com

COLUMBIA CAPITAL — reported RAUM up 34% ($6.78B -> $9.10B). IAPD ↗fund

$9.10B RAUM · 13 reps · 703-519-2000 · colcap.com

TXRE ADVISERS, LLC — reported RAUM up 30% ($4.89B -> $6.37B). IAPD ↗fund

$6.37B RAUM · 32 reps · 972-201-2841 · hillwood.pl

KIMMERIDGE ENERGY MANAGEMENT COMPANY, LLC — reported RAUM up 34% ($4.69B -> $6.27B). IAPD ↗fund

$6.27B RAUM · 20 reps · 646-517-3323 · kimmeridge.com

HC CAPITAL PARTNERS, LLC — reported RAUM up 34% ($3.89B -> $5.21B). IAPD ↗fund

$5.21B RAUM · 0 reps · 610-828-7200

AVISTA HEALTHCARE PARTNERS — reported RAUM up 34% ($4.97B -> $6.66B). IAPD ↗fund

$6.66B RAUM · 19 reps · 212-593-6900 · avistahealthcare.com

MANGROVE PARTNERS — reported RAUM up 30% ($2.08B -> $2.71B). IAPD ↗fund

$2.71B RAUM · 10 reps · 212-897-9535 · mangrovepartners.com

ICG INVESTMENTS INC — reported RAUM up 32% ($37.74B -> $49.69B). IAPD ↗fund

$49.69B RAUM · 54 reps · 212-710-9650 · icgam.com

SELKIRK MANAGEMENT, LLC — reported RAUM up 43% ($309.2M -> $443.0M). IAPD ↗fund

$443.0M RAUM · 3 reps · 973-701-6172 · selkirkpartners.com

LANDSCAPE CAPITAL MANAGEMENT LLC — reported RAUM up 32% ($2.29B -> $3.03B). IAPD ↗fund

$3.03B RAUM · 10 reps · 201-266-7984 · landscapecapital.com

YORKVILLE ADVISORS GLOBAL, LP — reported RAUM up 42% ($631.9M -> $900.0M). IAPD ↗fund

$900.0M RAUM · 21 reps · (201) 536-5110

STONE RIDGE ASSET MANAGEMENT LLC — reported RAUM up 33% ($27.36B -> $36.34B). IAPD ↗fund

$36.34B RAUM · 47 reps · 212-257-4750 · stoneridgefunds.com

SABAL INVESTMENT ADVISORS, LLC — reported RAUM up 34% ($4.35B -> $5.83B). IAPD ↗fund

$5.83B RAUM · 10 reps · 949-255-2699 · sabalinvestmentholdings.com

PLUSTICK MANAGEMENT LLC — reported RAUM up 43% ($197.0M -> $280.8M). IAPD ↗fund

$280.8M RAUM · 4 reps · 434-977-9229 · plustickpartners.com

COMMUNITY INVESTMENT MANAGEMENT LLC — reported RAUM up 35% ($1.09B -> $1.47B). IAPD ↗fund

$1.47B RAUM · 31 reps · 415-857-3233 · cim-llc.com

COPPERPLATE CAPITAL LLC — reported RAUM up 41% ($208.2M -> $293.7M). IAPD ↗fund

$293.7M RAUM · 1 reps · (650) 275-4313 · copperplatecapital.com

QUANTUM CAPITAL GROUP — reported RAUM up 31% ($21.98B -> $28.77B). IAPD ↗fund

$28.77B RAUM · 65 reps · 713-452-2000 · quantumcap.com

HARBOUR POINT CAPITAL — reported RAUM up 41% ($214.1M -> $302.4M). IAPD ↗fund

$302.4M RAUM · 4 reps · 646-681-4600 · harbourpointcapital.com

FOUNDERS EQUITY PARTNERS — reported RAUM up 43% ($216.7M -> $309.4M). IAPD ↗fund

$309.4M RAUM · 2 reps · 307-249-6998 · fepfund.com

HPE CAPITAL MANAGEMENT II, LLC — reported RAUM up 40% ($600.3M -> $840.5M). IAPD ↗fund

$840.5M RAUM · 5 reps · 513-745-9200 · hauserprivateequity.com

SPRING LAKE ASSET MANAGEMENT, INC. — reported RAUM up 32% ($1.12B -> $1.47B). IAPD ↗fund

$1.47B RAUM · 8 reps · 813-336-6889 · springlakeassetmanagement.com

AIGH CAPITAL MANAGEMENT, LLC — reported RAUM up 42% ($332.3M -> $472.7M). IAPD ↗fund

$472.7M RAUM · 4 reps · 410-415-6464

RUBRIC CAPITAL MANAGEMENT LP — reported RAUM up 35% ($7.10B -> $9.58B). IAPD ↗fund

$9.58B RAUM · 9 reps · 212-418-1888 · rubriccapital.com

EXTRACT ADVISORS — reported RAUM up 40% ($651.6M -> $914.4M). IAPD ↗fund

$914.4M RAUM · 9 reps · 212 255 0972 · extractcapital.com

CORAZON GROUP LLC — reported RAUM up 44% ($230.7M -> $331.5M). IAPD ↗fund

$331.5M RAUM · 12 reps · 312-952-1654 · corazon.com

QUINBROOK INFRASTRUCTURE PARTNERS LLC — reported RAUM up 30% ($6.87B -> $8.95B). IAPD ↗fund

$8.95B RAUM · 15 reps · 646 574 8303

PRANA CAPITAL MANAGEMENT LP — reported RAUM up 30% ($3.31B -> $4.31B). IAPD ↗fund

$4.31B RAUM · 7 reps · 203-487-5185

HOLOCENE ADVISORS, LP — reported RAUM up 33% ($38.05B -> $50.43B). IAPD ↗fund

$50.43B RAUM · 51 reps · 646-779-6420

CRESTA FUND MANAGEMENT LLC — reported RAUM up 30% ($1.57B -> $2.04B). IAPD ↗fund

$2.04B RAUM · 10 reps · 214-310-1083

L SQUARED CAPITAL PARTNERS — reported RAUM up 31% ($1.55B -> $2.04B). IAPD ↗fund

$2.04B RAUM · 15 reps · 949-398-0168 · lsquaredcap.com

DIAMETER CAPITAL PARTNERS LP — reported RAUM up 33% ($21.58B -> $28.76B). IAPD ↗fund

$28.76B RAUM · 62 reps · 212-655-1400

ARGENTIC — reported RAUM up 30% ($1.39B -> $1.81B). IAPD ↗fund

$1.81B RAUM · 5 reps · 646 560-1700 · argentic.com

ONCE CAPITAL MANAGEMENT, LLC — reported RAUM up 42% ($296.7M -> $422.1M). IAPD ↗fund

$422.1M RAUM · 5 reps · 646-867-0658 · oncecapital.com

BLACKSTONE INFRASTRUCTURE ADVISORS L.L.C. — reported RAUM up 33% ($60.41B -> $80.17B). IAPD ↗fund

$80.17B RAUM · 55 reps · 212-583-5000

AUXO INVESTMENT PARTNERS, LLC — reported RAUM up 41% ($292.0M -> $412.0M). IAPD ↗fund

$412.0M RAUM · 12 reps · 616-980-9810

MEDALIST PARTNERS LP — reported RAUM up 31% ($1.87B -> $2.44B). IAPD ↗fund

$2.44B RAUM · 12 reps · 212-493-4477 · medalistpartnersfunds.com

EXODUSPOINT CAPITAL MANAGEMENT, LP — reported RAUM up 33% ($119.72B -> $159.41B). IAPD ↗fund

$159.41B RAUM · 313 reps · (646) 940 - 9600

FORA CAPITAL, LLC — reported RAUM up 32% ($1.26B -> $1.67B). IAPD ↗fund

$1.67B RAUM · 2 reps · 786-558-3902 · foracapital.com

TWO SIGMA VENTURES, LP — reported RAUM up 31% ($1.69B -> $2.23B). IAPD ↗fund

$2.23B RAUM · 14 reps · (212) 625-5700 · twosigmaventures.com

ANNALY CREDIT OPPORTUNITIES MANAGEMENT LLC — reported RAUM up 34% ($2.78B -> $3.73B). IAPD ↗fund

$3.73B RAUM · 23 reps · 212-696-0100

COMMODORE CAPITAL — reported RAUM up 34% ($1.76B -> $2.37B). IAPD ↗fund

$2.37B RAUM · 6 reps · 212-256-8600 · commodorecapital.com

BLACKSTONE LIFE SCIENCES ADVISORS L.L.C. — reported RAUM up 35% ($9.80B -> $13.19B). IAPD ↗fund

$13.19B RAUM · 21 reps · 617-949-2200 · spoti.fi

NEW MOUNTAIN CREDIT CLO ADVISERS, L.L.C. — reported RAUM up 33% ($2.55B -> $3.40B). IAPD ↗fund

$3.40B RAUM · 21 reps · 212-720-0300 · newmountainfinance.com

CHARGER INVESTMENT PARTNERS LP — reported RAUM up 41% ($612.7M -> $865.3M). IAPD ↗fund

$865.3M RAUM · 12 reps · 310-372-5525 · chargerinv.com

CATALIO CAPITAL MANAGEMENT, LP — reported RAUM up 30% ($1.67B -> $2.18B). IAPD ↗fund

$2.18B RAUM · 13 reps · 410-989-6168

DELLORA INVESTMENTS LP — reported RAUM up 56% ($95.3M -> $148.4M). IAPD ↗fund

$148.4M RAUM · 3 reps · 203-632-6341 · dellora.com

VOYAGER GLOBAL MANAGEMENT LP — reported RAUM up 34% ($3.22B -> $4.33B). IAPD ↗fund

$4.33B RAUM · 2 reps · (212) 680-4560 · voyagermgmt.com

DEEPWORK CAPITAL, LLC — reported RAUM up 40% ($213.7M -> $300.2M). IAPD ↗fund

$300.2M RAUM · 8 reps · 407-988-3014 · deepworkcapital.com

AJOVISTA — reported RAUM up 42% ($190.0M -> $269.0M). IAPD ↗fund

$269.0M RAUM · 7 reps · (413) 419-0828 · ajovista.com

BRINLEY PARTNERS, LP — reported RAUM up 35% ($4.66B -> $6.29B). IAPD ↗fund

$6.29B RAUM · 14 reps · 646-993-6293

HAVELI INVESTMENT MANAGEMENT LLC — reported RAUM up 34% ($4.50B -> $6.03B). IAPD ↗fund

$6.03B RAUM · 35 reps · 512-987-7314

SYMBIOSIS CAPITAL PARTNERS, LLC — reported RAUM up 40% ($254.7M -> $357.2M). IAPD ↗fund

$357.2M RAUM · 6 reps · 4793786655

HAUN VENTURES MANAGEMENT LP — reported RAUM up 32% ($1.89B -> $2.49B). IAPD ↗fund

$2.49B RAUM · 5 reps · (650) 204-1322 · haun.co

DOMA PERPETUAL CAPITAL MANAGEMENT LLC — reported RAUM up 43% ($215.5M -> $307.6M). IAPD ↗fund

$307.6M RAUM · 4 reps · 305-549-5081 · domaperpetual.com

CGAM — reported RAUM up 34% ($20.0M -> $26.8M). IAPD ↗institutional

$26.8M RAUM · 4 reps · 630-245-7200 · calamos.com

APEX INVESTMENTS MANAGEMENT US, LLC — reported RAUM up 40% ($279.5M -> $392.5M). IAPD ↗fund

$392.5M RAUM · 3 reps · 305-222-7246 · apexcapitalpe.com

PRAETORIAN PR LLC — reported RAUM up 40% ($335.6M -> $471.3M). IAPD ↗fund

$471.3M RAUM · 2 reps · (786) 396-1281 · pracap.com

COALESCE CAPITAL MANAGEMENT LLC — reported RAUM up 35% ($1.36B -> $1.83B). IAPD ↗fund

$1.83B RAUM · 20 reps · (646) 222-5910

JOSEPH ADVISORY — reported RAUM up 58% ($108.4M -> $170.9M). IAPD ↗fund

$170.9M RAUM · 1 reps · 915-820-8082

BARRETT UPTON CAPITAL PARTNERS — reported RAUM up 56% ($117.1M -> $182.2M). IAPD ↗fund

$182.2M RAUM · 6 reps · 8477520292 · barrettupton.com

FIFTH PARTNERS MANAGEMENT, LLC — reported RAUM up 40% ($279.4M -> $391.6M). IAPD ↗fund

$391.6M RAUM · 7 reps · 214-492-5863 · archenergypartners.com

NILES INVESTMENT MANAGEMENT, LLC — reported RAUM up 56% ($118.8M -> $185.5M). IAPD ↗fund

$185.5M RAUM · 2 reps · (305) 813-0484 · nilesinvestmentmanagement.com

BEAR CREEK FUND ADVISORS LLC — reported RAUM up 45% ($195.0M -> $282.5M). IAPD ↗fund

$282.5M RAUM · 12 reps · 303-459-7333 · bearcreekam.com

CARO INVESTORS — reported RAUM up 44% ($219.7M -> $316.7M). IAPD ↗fund

$316.7M RAUM · 6 reps · 571.679.3476 · caroinvestors.com

BRIGHAM ROYALTIES MANAGEMENT, LLC — reported RAUM up 43% ($311.6M -> $445.6M). IAPD ↗fund

$445.6M RAUM · 12 reps · 512-220-1235

O'CONNOR ALTERNATIVE INVESTMENTS, LLC — reported RAUM up 32% ($12.39B -> $16.37B). IAPD ↗fund

$16.37B RAUM · 17 reps · 212-915-1722

OPTIMIST VENTURES LLC — reported RAUM up 41% ($227.1M -> $319.1M). IAPD ↗fund

$319.1M RAUM · 1 reps · 516 510 4882

RUSSELL INVESTMENTS — reported RAUM up 29% ($27.22B -> $35.03B). IAPD ↗fund

$35.03B RAUM · 126 reps · 206-505-7877 · russellinvestments.com

CAMDEN ASSET MANAGEMENT — reported RAUM up 27% ($8.79B -> $11.17B). IAPD ↗fund

$11.17B RAUM · 5 reps · 310-785-9755 · camdenasset.com

NEEDHAM INVESTMENT MANAGEMENT, LLC — reported RAUM up 28% ($1.41B -> $1.80B). IAPD ↗fund

$1.80B RAUM · 3 reps · 212-371-8300 · needhamfunds.com

ALLSTATE INVESTMENT MANAGEMENT COMPANY — reported RAUM up 30% ($20.36B -> $26.46B). IAPD ↗fund

$26.46B RAUM · 119 reps · 312-728-5494 · allstateinvestments.com

CBRE INVESTMENT MANAGEMENT — reported RAUM up 26% ($18.10B -> $22.84B). IAPD ↗fund

$22.84B RAUM · 113 reps · 212-824-2150 · cbreim.com

MKP CAPITAL MANAGEMENT, L.L.C. — reported RAUM up 30% ($9.92B -> $12.85B). IAPD ↗fund

$12.85B RAUM · 20 reps · 212-303-7100 · mkpcap.com

CAZ INVESTMENTS L.P. — reported RAUM up 25% ($8.65B -> $10.83B). IAPD ↗fund

$10.83B RAUM · 68 reps · 713-403-8250 · cazinvestments.com

AQR ARBITRAGE, LLC — reported RAUM up 27% ($3.46B -> $4.38B). IAPD ↗fund

$4.38B RAUM · 18 reps · 203-742-3600

HBK CAPITAL MANAGEMENT — reported RAUM up 25% ($28.45B -> $35.61B). IAPD ↗fund

$35.61B RAUM · 61 reps · 214-758-6100 · hbk.com

LOS ANGELES CAPITAL MANAGEMENT LLC — reported RAUM up 30% ($31.29B -> $40.58B). IAPD ↗fund

$40.58B RAUM · 46 reps · 310-479-9998 · lacapm.com

MARATHON ASSET MANAGEMENT, L.P. — reported RAUM up 26% ($24.20B -> $30.48B). IAPD ↗fund

$30.48B RAUM · 99 reps · 212-500-3000

ABS GLOBAL INVESTMENTS — reported RAUM up 29% ($8.15B -> $10.48B). IAPD ↗fund

$10.48B RAUM · 16 reps · 203-618-3700

ARES MANAGEMENT LLC — reported RAUM up 28% ($359.15B -> $458.82B). IAPD ↗fund

$458.82B RAUM · 1550 reps · 310-201-4100 · aresfoundation.org

ABSOLUTE INVESTMENT ADVISERS, LLC — reported RAUM up 26% ($1.78B -> $2.23B). IAPD ↗fund

$2.23B RAUM · 7 reps · 781-740-1904 · absoluteadvisers.com

INDUS CAPITAL PARTNERS, LLC — reported RAUM up 26% ($4.04B -> $5.09B). IAPD ↗fund

$5.09B RAUM · 28 reps · 212-909-2888 · induscap.com

CAMPBELL & COMPANY INVESTMENT ADVISER LLC — reported RAUM up 25% ($3.47B -> $4.34B). IAPD ↗fund

$4.34B RAUM · 28 reps · 410-413-2600 · campbell.com

ONEX CREDIT PARTNERS, LLC — reported RAUM up 28% ($23.47B -> $30.14B). IAPD ↗fund

$30.14B RAUM · 44 reps · (201) 541-2121 · onex.com

CRYSTAL CAPITAL PARTNERS, LLC — reported RAUM up 28% ($1.01B -> $1.30B). IAPD ↗fund

$1.30B RAUM · 6 reps · 305-868-1500 · crystalfunds.com

CITADEL ADVISORS LLC — reported RAUM up 28% ($445.96B -> $570.62B). IAPD ↗fund

$570.62B RAUM · 1314 reps · 786-741-5389

ESM MANAGEMENT LLC — reported RAUM up 27% ($1.09B -> $1.39B). IAPD ↗fund

$1.39B RAUM · 2 reps · 646-927-6089 · esminvestors.com

TIFF INVESTMENT MANAGEMENT — reported RAUM up 28% ($1.92B -> $2.46B). IAPD ↗fund

$2.46B RAUM · 0 reps · 610-684-8000

MERIT CAPITAL PARTNERS MANAGEMENT, L.L.C. — reported RAUM up 28% ($1.13B -> $1.44B). IAPD ↗fund

$1.44B RAUM · 16 reps · 312-592-6111

HALE CAPITAL MANAGEMENT, LP — reported RAUM up 36% ($276.0M -> $374.6M). IAPD ↗fund

$374.6M RAUM · 9 reps · 203-364-4253 · halecapital.com

MADISON DEARBORN PARTNERS — reported RAUM up 29% ($16.08B -> $20.74B). IAPD ↗fund

$20.74B RAUM · 53 reps · 312-895-1000

MILLENNIUM MANAGEMENT LLC — reported RAUM up 26% ($571.11B -> $720.85B). IAPD ↗fund

$720.85B RAUM · 3055 reps · 212-841-4100 · mlp.com

NMS CAPITAL SERVICES, LLC — reported RAUM up 30% ($1.44B -> $1.87B). IAPD ↗fund

$1.87B RAUM · 23 reps · 212-422-7099 · nms-capital.com

NWI MANAGEMENT LP — reported RAUM up 26% ($3.14B -> $3.95B). IAPD ↗fund

$3.95B RAUM · 4 reps · 212-297-2950

MERION REALTY ADVISERS, LLC — reported RAUM up 53% ($67.9M -> $103.9M). IAPD ↗fund

$103.9M RAUM · 9 reps · 610-896-3000 · merionrealtypartners.com

SIXTH STREET ADVISERS, LLC — reported RAUM up 27% ($79.98B -> $101.61B). IAPD ↗fund

$101.61B RAUM · 338 reps · 469-621-3001

TUDOR INVESTMENT CORPORATION — reported RAUM up 28% ($83.57B -> $106.84B). IAPD ↗fund

$106.84B RAUM · 275 reps · 203-863-6700 · tudor.com

RA CAPITAL MANAGEMENT, LP — reported RAUM up 30% ($12.63B -> $16.40B). IAPD ↗fund

$16.40B RAUM · 95 reps · 617-778-2500 · racap.com

FENWAY PARTNERS, LLC — reported RAUM up 39% ($220.0M -> $306.8M). IAPD ↗fund

$306.8M RAUM · 2 reps · 212-698-9400 · fenwaypartners.com

ACCOLADE PARTNERS — reported RAUM up 27% ($7.06B -> $9.00B). IAPD ↗fund

$9.00B RAUM · 11 reps · 202-775-5595

OLYMPUS ADVISORS, LLC — reported RAUM up 27% ($7.29B -> $9.25B). IAPD ↗fund

$9.25B RAUM · 22 reps · 203-353-5900 · olympuspartners.com

ALPHA WAVE GLOBAL, LP — reported RAUM up 26% ($21.10B -> $26.66B). IAPD ↗fund

$26.66B RAUM · 48 reps · 212 803-9080

NEW ENTERPRISE ASSOCIATES — reported RAUM up 28% ($27.83B -> $35.58B). IAPD ↗fund

$35.58B RAUM · 51 reps · (650) 854-9499

POINTSTATE CAPITAL LP — reported RAUM up 27% ($9.40B -> $11.98B). IAPD ↗fund

$11.98B RAUM · 19 reps · 212-830-7000

NEWTYN MANAGEMENT, LLC — reported RAUM up 26% ($1.65B -> $2.07B). IAPD ↗fund

$2.07B RAUM · 8 reps · 212-446-2460 · newtyn.com

INVUS FINANCIAL ADVISORS, LLC — reported RAUM up 29% ($12.58B -> $16.21B). IAPD ↗fund

$16.21B RAUM · 43 reps · 212-616-2555

INCLINE GLOBAL MANAGEMENT, LLC — reported RAUM up 38% ($187.7M -> $259.0M). IAPD ↗fund

$259.0M RAUM · 3 reps · 212-488-2910 · inclineglobal.net

POINT BREAK CAPITAL MANAGEMENT LLC — reported RAUM up 26% ($1.61B -> $2.04B). IAPD ↗fund

$2.04B RAUM · 11 reps · 786-226-8211 · pointbreakcm.com

ACORN CAPITAL MANAGEMENT — reported RAUM up 36% ($655.1M -> $893.2M). IAPD ↗fund

$893.2M RAUM · 13 reps · 405-737-2676

BLUE OWL REAL ESTATE CAPITAL LLC — reported RAUM up 26% ($53.79B -> $67.88B). IAPD ↗fund

$67.88B RAUM · 130 reps · (212) 419-3000

CARRICK CAPITAL PARTNERS — reported RAUM up 27% ($1.64B -> $2.08B). IAPD ↗fund

$2.08B RAUM · 15 reps · 415-432-4100 · carrickcapitalpartners.com

PACIFIC PRIVATE FUND ADVISORS LLC — reported RAUM up 29% ($9.47B -> $12.24B). IAPD ↗fund

$12.24B RAUM · 8 reps · (800) 800-7646

ALTA PARK CAPITAL, LP — reported RAUM up 28% ($1.39B -> $1.77B). IAPD ↗fund

$1.77B RAUM · 10 reps · 415-835-3890

BRIARWOOD CHASE MANAGEMENT LLC — reported RAUM up 30% ($1.06B -> $1.37B). IAPD ↗fund

$1.37B RAUM · 10 reps · 212-984-6798 · briarwoodcap.com

PRETIUM RESIDENTIAL CREDIT MANAGEMENT, LLC — reported RAUM up 25% ($23.23B -> $29.11B). IAPD ↗fund

$29.11B RAUM · 30 reps · 212-257-5757 · pretium.com

REVERENCE CAPITAL PARTNERS — reported RAUM up 27% ($14.30B -> $18.09B). IAPD ↗fund

$18.09B RAUM · 31 reps · 212-804-8025 · reverencecapital.com

SENTINEL DOME PARTNERS, LLC — reported RAUM up 27% ($1.26B -> $1.59B). IAPD ↗fund

$1.59B RAUM · 9 reps · 415-636-9250 · sentineldome.com

HUDSON WAY CAPITAL MANAGEMENT, LLC — reported RAUM up 27% ($1.11B -> $1.40B). IAPD ↗fund

$1.40B RAUM · 6 reps · (214) 984-5180 · hwcapital.com

TREE LINE CAPITAL PARTNERS, LLC — reported RAUM up 28% ($3.01B -> $3.85B). IAPD ↗fund

$3.85B RAUM · 20 reps · 415-795-7575 · treelinecp.com

ACTIVANT CAPITAL GROUP LLC — reported RAUM up 26% ($1.28B -> $1.61B). IAPD ↗fund

$1.61B RAUM · 12 reps · 203-489-9080 · activantcapital.com

ANCOR CAPITAL PARTNERS — reported RAUM up 40% ($328.0M -> $458.4M). IAPD ↗fund

$458.4M RAUM · 8 reps · (817) 877-4458 · ancorcapital.com

CANYON CLO ADVISORS LP — reported RAUM up 27% ($9.41B -> $11.91B). IAPD ↗fund

$11.91B RAUM · 55 reps · 214 253 6000

BARCA CAPITAL, LLC — reported RAUM up 35% ($324.5M -> $439.0M). IAPD ↗fund

$439.0M RAUM · 2 reps · 415-992-6334 · barcacapital.com

KLINE HILL PARTNERS LP — reported RAUM up 29% ($9.11B -> $11.71B). IAPD ↗fund

$11.71B RAUM · 32 reps · 203-987-6120 · klinehill.com

SERVE CAPITAL PARTNERS — reported RAUM up 27% ($1.95B -> $2.46B). IAPD ↗fund

$2.46B RAUM · 4 reps · 512-505-4153 · servecapitalpartners.com

BROAD BAY CAPITAL MANAGEMENT LP — reported RAUM up 29% ($1.47B -> $1.89B). IAPD ↗fund

$1.89B RAUM · 7 reps · 212.503.5800 · broadbaycapital.com

RDST CAPITAL LLC — reported RAUM up 27% ($1.00B -> $1.28B). IAPD ↗fund

$1.28B RAUM · 6 reps · 212-543-1000 · readestreet.com

CROSS OCEAN PARTNERS MANAGEMENT LP — reported RAUM up 28% ($4.90B -> $6.29B). IAPD ↗fund

$6.29B RAUM · 14 reps · 1-203-340-7850 · crossoceanpartners.com

1SHARPE CAPITAL LLC — reported RAUM up 28% ($2.10B -> $2.70B). IAPD ↗fund

$2.70B RAUM · 15 reps · 510-788-5000

AVENIR MANAGEMENT COMPANY, LLC — reported RAUM up 28% ($2.19B -> $2.79B). IAPD ↗fund

$2.79B RAUM · 11 reps · 3476142682 · avenirgrowth.com

PRIMARY WAVE IP INVESTMENT MANAGEMENT LLC — reported RAUM up 29% ($4.59B -> $5.90B). IAPD ↗fund

$5.90B RAUM · 22 reps · 212-661-6990 · primarywave.com

JADIAN CAPITAL, LP — reported RAUM up 26% ($2.41B -> $3.04B). IAPD ↗fund

$3.04B RAUM · 12 reps · 212-503-5900

AQUARIAN HOLDINGS INVESTMENT MANAGEMENT LLC — reported RAUM up 29% ($20.69B -> $26.70B). IAPD ↗fund

$26.70B RAUM · 41 reps · 212-720-1000 · aquarianlp.com

DC GLOBAL VENTURES — reported RAUM up 27% ($2.15B -> $2.73B). IAPD ↗fund

$2.73B RAUM · 13 reps · 650-382-5514 · decheng.com

NONANTUM CAPITAL PARTNERS — reported RAUM up 27% ($1.41B -> $1.78B). IAPD ↗fund

$1.78B RAUM · 24 reps · 617-245-8050 · nonantumcapital.com

PARAFI CAPITAL LP — reported RAUM up 30% ($1.40B -> $1.82B). IAPD ↗fund

$1.82B RAUM · 7 reps · (203) 326-1321 · parafi.com

HEARD CAPITAL LLC — reported RAUM up 25% ($1.91B -> $2.40B). IAPD ↗fund

$2.40B RAUM · 5 reps · 312-786-5210 · heardcapital.com

YAUPON CAPITAL MANAGEMENT LP — reported RAUM up 29% ($3.65B -> $4.68B). IAPD ↗fund

$4.68B RAUM · 14 reps · 646-755-3825

LONG PATH PARTNERS, LP — reported RAUM up 30% ($1.34B -> $1.73B). IAPD ↗fund

$1.73B RAUM · 13 reps · 203-883-1967

THOMIST CAPITAL MANAGEMENT, LP — reported RAUM up 38% ($534.0M -> $736.2M). IAPD ↗fund

$736.2M RAUM · 10 reps · (832) 678-2412 · thomistcapital.com

GUGGENHEIM CORPORATE FUNDING, LLC — reported RAUM up 25% ($9.03B -> $11.29B). IAPD ↗fund

$11.29B RAUM · 15 reps · 212-518-9010 · guggenheiminvestments.com

PALISTAR CAPITAL LP — reported RAUM up 28% ($2.71B -> $3.47B). IAPD ↗fund

$3.47B RAUM · 13 reps · 212-583-8660

BEYOND INVESTING LLC — reported RAUM up 28% ($106.9M -> $136.7M). IAPD ↗institutional

$136.7M RAUM · 2 reps · 727.277.1789

PLEASANT LAKE PARTNERS LLC — reported RAUM up 27% ($1.61B -> $2.06B). IAPD ↗fund

$2.06B RAUM · 14 reps · 804-363-4458 · plpfunds.com

AFLAC ASSET MANAGEMENT LLC — reported RAUM up 26% ($105.81B -> $133.47B). IAPD ↗fund

$133.47B RAUM · 39 reps · 212-510-4600

KINGSWOOD CAPITAL MANAGEMENT, L.P. — reported RAUM up 27% ($2.95B -> $3.75B). IAPD ↗fund

$3.75B RAUM · 26 reps · 424-200-6600 · kingswood-capital.com

HALSEYPOINT ASSET MANAGEMENT — reported RAUM up 26% ($3.57B -> $4.51B). IAPD ↗fund

$4.51B RAUM · 9 reps · 424-220-6440

CROSSPOINT CAPITAL PARTNERS, LP — reported RAUM up 26% ($6.93B -> $8.70B). IAPD ↗fund

$8.70B RAUM · 21 reps · 650-850-1740

ARCTOS PARTNERS — reported RAUM up 29% ($14.11B -> $18.22B). IAPD ↗fund

$18.22B RAUM · 70 reps · 972-918-3800

MADISON AVENUE SOLUTIONS, LLC — reported RAUM up 25% ($1.65B -> $2.06B). IAPD ↗fund

$2.06B RAUM · 0 reps · 312-962-3800 · hightoweradvisors.com

BORNITE CAPITAL MANAGEMENT LP — reported RAUM up 28% ($1.13B -> $1.45B). IAPD ↗fund

$1.45B RAUM · 4 reps · 6467795266 · bornitecapital.com

LONGRANGE CAPITAL, L.P. — reported RAUM up 25% ($1.77B -> $2.22B). IAPD ↗fund

$2.22B RAUM · 17 reps · 203-423-3935 · longrangecapital.com

MWP ADVISORY, LLC — reported RAUM up 30% ($1.27B -> $1.65B). IAPD ↗fund

$1.65B RAUM · 7 reps · 646-979-4070

GHISALLO CAPITAL MANAGEMENT LLC — reported RAUM up 28% ($3.82B -> $4.89B). IAPD ↗fund

$4.89B RAUM · 23 reps · 617-502-5735

HERCULES ADVISER LLC — reported RAUM up 26% ($1.24B -> $1.56B). IAPD ↗fund

$1.56B RAUM · 2 reps · 650-289-3060 · htgc.com

MANTEIO CAPITAL LLC — reported RAUM up 37% ($359.9M -> $492.7M). IAPD ↗fund

$492.7M RAUM · 24 reps · 917-736-9209

ACRE MANAGER, LLC — reported RAUM up 28% ($3.64B -> $4.66B). IAPD ↗fund

$4.66B RAUM · 7 reps · 212-540-5414

DENALI GROWTH PARTNERS — reported RAUM up 39% ($578.4M -> $802.1M). IAPD ↗fund

$802.1M RAUM · 9 reps · 617-758-8673 · denaligrowth.com

POPULAR ASSET MANAGEMENT — reported RAUM up 29% ($2.88B -> $3.71B). IAPD ↗fund

$3.71B RAUM · 13 reps · 787-754-4488 · popularfunds.com

COMMUNITY US FUND MANAGEMENT, INC. — reported RAUM up 38% ($557.6M -> $767.6M). IAPD ↗fund

$767.6M RAUM · 3 reps · 646-734-8057

BRAEMONT CAPITAL — reported RAUM up 37% ($664.6M -> $913.0M). IAPD ↗fund

$913.0M RAUM · 10 reps · 214-833-8883 · braemont.com

LUPA RIA INVESTMENT MANAGEMENT LLC — reported RAUM up 29% ($1.69B -> $2.19B). IAPD ↗fund

$2.19B RAUM · 9 reps · 212-433-4751 · lupasystems.com

ARCHITECT CAPITAL CORP. — reported RAUM up 36% ($510.8M -> $695.6M). IAPD ↗fund

$695.6M RAUM · 6 reps · 650-769-7630 · architect.com

A FIN MANAGEMENT LLC — reported RAUM up 28% ($4.80B -> $6.16B). IAPD ↗fund

$6.16B RAUM · 20 reps · 305-280-0680 · affinitypartners.com

CAPITAL FOUR US INC. — reported RAUM up 26% ($2.09B -> $2.64B). IAPD ↗fund

$2.64B RAUM · 5 reps · 212-461-3730

BLUE OPAL CAPITAL, LLC — reported RAUM up 37% ($321.9M -> $441.7M). IAPD ↗fund

$441.7M RAUM · 3 reps · (917) 576-1825 · blueopalcapital.com

HOOK MILL CAPITAL PARTNERS, LP — reported RAUM up 26% ($2.15B -> $2.70B). IAPD ↗fund

$2.70B RAUM · 2 reps · 212-804-9980 · hookmillcapital.com

VALSPRING CAPITAL — reported RAUM up 38% ($244.5M -> $336.9M). IAPD ↗fund

$336.9M RAUM · 5 reps · 617-314-1177 · valspring.com

HIVEMIND CAPITAL PARTNERS LLC — reported RAUM up 37% ($341.0M -> $468.2M). IAPD ↗fund

$468.2M RAUM · 5 reps · 917-692-9525 · hivemindcapital.co

LONE VIEW CAPITAL — reported RAUM up 26% ($1.27B -> $1.59B). IAPD ↗fund

$1.59B RAUM · 19 reps · 310-424-4660

DEXTRA PARTNERS — reported RAUM up 28% ($4.07B -> $5.19B). IAPD ↗fund

$5.19B RAUM · 18 reps · 212-300-9820

GROVE MOUNTAIN PARTNERS, LLC — reported RAUM up 37% ($224.4M -> $307.7M). IAPD ↗fund

$307.7M RAUM · 7 reps · 678-655-6794 · grovemountainpartners.com

26NORTH — reported RAUM up 25% ($26.06B -> $32.68B). IAPD ↗fund

$32.68B RAUM · 83 reps · 212-257-5220 · 26n.com

VIZCAYA CAPITAL PARTNERS LLC — reported RAUM up 51% ($114.2M -> $172.5M). IAPD ↗fund

$172.5M RAUM · 2 reps · 305-602-5725

PHOENIX MERCHANT PARTNERS, LP — reported RAUM up 28% ($1.61B -> $2.06B). IAPD ↗fund

$2.06B RAUM · 12 reps · (212) 804-9990

YELLOWSTONE CAPITAL PARTNERS — reported RAUM up 40% ($206.7M -> $288.6M). IAPD ↗fund

$288.6M RAUM · 2 reps · +573175102771 · yellowstonecp.com

DELTA GLOBAL — reported RAUM up 26% ($2.38B -> $2.99B). IAPD ↗fund

$2.99B RAUM · 9 reps · 212-680-4581 · delta.global

TIFF INVESTMENT MANAGEMENT — reported RAUM up 29% ($6.67B -> $8.62B). IAPD ↗fund

$8.62B RAUM · 17 reps · 610 684 8200

BANCREEK CAPITAL ADVISORS, LLC — reported RAUM up 28% ($146.5M -> $187.1M). IAPD ↗institutional

$187.1M RAUM · 2 reps · 424-252-4813 · bancreek.com

INVESTCORP CORSAIR INFRASTRUCTURE PARTNERS, L.P. — reported RAUM up 29% ($4.01B -> $5.17B). IAPD ↗fund

$5.17B RAUM · 7 reps · 212 224-9400

GID MULTIFAMILY INVESTMENT MANAGEMENT LLC — reported RAUM up 29% ($4.59B -> $5.89B). IAPD ↗fund

$5.89B RAUM · 122 reps · 833-259-7511

TRITON PACIFIC HEALTHCARE PARTNERS, LLC — reported RAUM up 38% ($275.8M -> $379.6M). IAPD ↗fund

$379.6M RAUM · 5 reps · 949-300-0999

VERCAP MANAGEMENT LLC — reported RAUM up 30% ($1.22B -> $1.58B). IAPD ↗fund

$1.58B RAUM · 5 reps · 469-564-4800 · vercapmgmt.com

OLD BARN CAPITAL LLC — reported RAUM up 30% ($105.3M -> $136.6M). IAPD ↗institutional

$136.6M RAUM · 1 reps · 717-329-7970 · oldbarncap.com

CHANNING GLOBAL ADVISORS, LLC — began participating in a wrap-fee program. IAPD ↗fund

$1.11B RAUM · 4 reps · 305-517-5107 · channingglobal.com

MISSION VALUE PARTNERS, LLC — reported RAUM up 31% ($231.3M -> $303.2M). IAPD ↗fund

$303.2M RAUM · 3 reps · 707-750-3337

SCOGGIN MANAGEMENT LP — reported RAUM up 33% ($350.1M -> $463.9M). IAPD ↗fund

$463.9M RAUM · 10 reps · 212-355-5600

DARWIN VENTURES, LLC — reported RAUM up 31% ($693.5M -> $908.0M). IAPD ↗fund

$908.0M RAUM · 3 reps · 415-362-0648 · darwinvc.com

BOW STREET LLC — reported RAUM up 31% ($673.0M -> $884.7M). IAPD ↗fund

$884.7M RAUM · 6 reps · 212-554-5700 · bowstreetllc.com

GLOBAL FRONTIER INVESTMENTS, LLC — reported RAUM up 32% ($516.4M -> $682.0M). IAPD ↗fund

$682.0M RAUM · 2 reps · 415 402-0285

STERLING FUND MANAGEMENT, LLC — reported RAUM up 31% ($351.9M -> $461.6M). IAPD ↗fund

$461.6M RAUM · 11 reps · 312-465-7000

PLUS CAPITAL — reported RAUM up 33% ($221.2M -> $294.2M). IAPD ↗fund

$294.2M RAUM · 5 reps · 310-577-6700 · pluscapital.com

UNION PARK CAPITAL MANAGEMENT, L.P. — reported RAUM up 31% ($711.3M -> $928.5M). IAPD ↗fund

$928.5M RAUM · 9 reps · 857-254-1751 · union-park.com

ALIGHT CAPITAL MANAGEMENT LP — reported RAUM up 35% ($559.0M -> $754.4M). IAPD ↗fund

$754.4M RAUM · 4 reps · 212-716-1316 · alightcapital.com

10TALENTS INVESTORS, LLC — reported RAUM up 32% ($268.2M -> $353.0M). IAPD ↗fund

$353.0M RAUM · 2 reps · (508) 549-5799 · 10talentsinvestors.com

PENDER CAPITAL MANAGEMENT, LLC — reported RAUM up 31% ($505.8M -> $661.4M). IAPD ↗fund

$661.4M RAUM · 13 reps · 214-988-9914

BREACH INLET CAPITAL MANAGEMENT, LLC — reported RAUM up 48% ($153.6M -> $227.7M). IAPD ↗fund

$227.7M RAUM · 3 reps · 516-680-9012 · breachinletcap.com

SECOND ALPHA PARTNERS — reported RAUM up 31% ($334.9M -> $438.4M). IAPD ↗fund

$438.4M RAUM · 5 reps · 212-446-1600 · secondalpha.com

COALESCENCE PARTNERS INVESTMENT MANAGEMENT LP — reported RAUM up 31% ($326.6M -> $428.4M). IAPD ↗fund

$428.4M RAUM · 6 reps · 212-603-9860 · cp-im.com

HC2 CAPITAL, LLC — reported RAUM up 31% ($192.8M -> $251.6M). IAPD ↗fund

$251.6M RAUM · 4 reps · 214-217-7808 · hc2capital.com

BLUESHIFT ASSET MANAGEMENT — reported RAUM up 31% ($529.0M -> $694.4M). IAPD ↗fund

$694.4M RAUM · 10 reps · 732-450-8401

POETIC GROUP LLC — reported RAUM up 33% ($604.5M -> $802.5M). IAPD ↗fund

$802.5M RAUM · 4 reps · 646-793-4551 · poethillcap.com

SANDGLASS CAPITAL ADVISORS LLC — reported RAUM up 31% ($669.4M -> $873.7M). IAPD ↗fund

$873.7M RAUM · 16 reps · 646-780-1102 · sandglasscapital.com

MAVEN EQUITY PARTNERS, LLC — reported RAUM up 32% ($190.0M -> $250.3M). IAPD ↗fund

$250.3M RAUM · 3 reps · 415-203-8494 · mavenequitypartners.com

SHARPVUE CAPITAL, LLC — reported RAUM up 31% ($355.7M -> $465.2M). IAPD ↗fund

$465.2M RAUM · 8 reps · 984-246-2040

TELEO CAPITAL MANAGEMENT LLC — reported RAUM up 32% ($679.7M -> $894.1M). IAPD ↗fund

$894.1M RAUM · 15 reps · 424-323-3992 · teleocapital.com

BRAESWOOD CARBON MANAGEMENT, LLC — reported RAUM up 34% ($288.0M -> $387.3M). IAPD ↗fund

$387.3M RAUM · 3 reps · 415-325-2523 · braeswoodcarbon.com

GFO ASSET MANAGEMENT, LLC — reported RAUM up 33% ($643.1M -> $856.1M). IAPD ↗fund

$856.1M RAUM · 1 reps · (203) 550-4233

TRIATOMIC CAPITAL — reported RAUM up 31% ($265.1M -> $346.3M). IAPD ↗fund

$346.3M RAUM · 6 reps · 646-225-5995

ATLA CAPITAL MANAGEMENT LLC — reported RAUM up 46% ($41.7M -> $60.8M). IAPD ↗fund

$60.8M RAUM · 2 reps · 332-203-2580 · atlacap.com

BROADLIGHT CAPITAL MANAGEMENT, LLC — reported RAUM up 32% ($217.8M -> $287.5M). IAPD ↗fund

$287.5M RAUM · 4 reps · 203 496 5400 · broadlightcapital.com

INTERALPEN PARTNERS, LLC — reported RAUM up 32% ($208.0M -> $273.7M). IAPD ↗fund

$273.7M RAUM · 7 reps · 402-933-1223 · interalpenpartners.com

ARVIN CAPITAL MANAGEMENT LP — reported RAUM up 33% ($718.8M -> $953.4M). IAPD ↗fund

$953.4M RAUM · 5 reps · 212-548-3950 · arvincap.com

POLPO CAPITAL MANAGEMENT LLC — reported RAUM up 31% ($229.3M -> $299.5M). IAPD ↗fund

$299.5M RAUM · 2 reps · 646-891-5073 · polpocapital.com

LITFUND — reported RAUM up 35% ($214.8M -> $289.7M). IAPD ↗fund

$289.7M RAUM · 3 reps · (415) 720-2613 · lit-fund.com

INVIDIA CAPITAL MANAGEMENT, L.P. — reported RAUM up 47% ($102.4M -> $150.4M). IAPD ↗fund

$150.4M RAUM · 10 reps · 212-970-6430 · invidiacap.com

CENTURY PARK CAPITAL PARTNERS — reported RAUM up 34% ($261.9M -> $352.2M). IAPD ↗fund

$352.2M RAUM · 8 reps · 310-867-2210 · centuryparkcapital.com

TAPROOT MANAGEMENT LP — reported RAUM up 32% ($710.3M -> $940.1M). IAPD ↗fund

$940.1M RAUM · 15 reps · (646) 846-4427 · taprootmanagement.com

MENDON CAPITAL ADVISORS CORP — reported RAUM up 27% ($199.4M -> $253.8M). IAPD ↗fund

$253.8M RAUM · 4 reps · 585-770-1770 · mendoncapital.com

BALCH HILL CAPITAL — reported RAUM up 25% ($321.2M -> $402.1M). IAPD ↗fund

$402.1M RAUM · 1 reps · 415-474-7055

TRUFFLE HOUND CAPITAL, LLC — reported RAUM up 26% ($541.5M -> $680.0M). IAPD ↗fund

$680.0M RAUM · 7 reps · 301-789-2498 · trufflehound.com

NOKOMIS CAPITAL, L.L.C. — reported RAUM up 29% ($621.2M -> $804.2M). IAPD ↗fund

$804.2M RAUM · 3 reps · 972.590.4100

PANORAMIC CAPITAL, LLC — reported RAUM up 26% ($237.5M -> $299.6M). IAPD ↗fund

$299.6M RAUM · 3 reps · 415-925-9033 · panollc.com

FINE CAPITAL PARTNERS, L.P. — reported RAUM up 27% ($776.7M -> $986.0M). IAPD ↗fund

$986.0M RAUM · 3 reps · 212-492-8200

GEOSPHERE CAPITAL MANAGEMENT, LLC — reported RAUM up 28% ($201.9M -> $258.4M). IAPD ↗fund

$258.4M RAUM · 3 reps · 212-616-1100 · geospherecap.com

J.H. WHITNEY CAPITAL PARTNERS, LLC — reported RAUM up 28% ($671.9M -> $859.3M). IAPD ↗fund

$859.3M RAUM · 3 reps · 203-716-6100 · whitney.com

JGB CAPITAL MANAGEMENT L.P. — reported RAUM up 28% ($330.0M -> $421.0M). IAPD ↗fund

$421.0M RAUM · 8 reps · 212-355-5771 · jgbcap.com

BAYARD ASSET MANAGEMENT LLC — reported RAUM up 27% ($313.8M -> $397.3M). IAPD ↗fund

$397.3M RAUM · 2 reps · 609-580-1457 · bayardasset.com

NEW WATER CAPITAL, L.P. — reported RAUM up 27% ($356.6M -> $454.4M). IAPD ↗fund

$454.4M RAUM · 12 reps · (561) 235-7310 · newwatercap.com

WATEREQUITY LLC — reported RAUM up 29% ($348.5M -> $450.2M). IAPD ↗fund

$450.2M RAUM · 27 reps · 816-800-8100 · waterequity.com

RECURRING CAPITAL MANAGEMENT COMPANY, LLC — reported RAUM up 29% ($193.6M -> $250.4M). IAPD ↗fund

$250.4M RAUM · 6 reps · 512-766-0676 · recurring.capital

LAKE WHILLANS CAPITAL PARTNERS LLC — reported RAUM up 27% ($246.1M -> $311.9M). IAPD ↗fund

$311.9M RAUM · 4 reps · (646) 389-1032 · lakewhillans.com

LONG ARC CAPITAL LP — reported RAUM up 27% ($693.8M -> $881.3M). IAPD ↗fund

$881.3M RAUM · 5 reps · 212-430-2250

DURATIONAL CAPITAL MANAGEMENT LP — reported RAUM up 30% ($340.1M -> $442.0M). IAPD ↗fund

$442.0M RAUM · 5 reps · 212-390-9161

SBJ CAPITAL — reported RAUM up 27% ($590.9M -> $749.4M). IAPD ↗fund

$749.4M RAUM · 14 reps · 415-848-1990

RESOLUTE CAPITAL ASSET PARTNERS LLC — reported RAUM up 29% ($296.2M -> $380.9M). IAPD ↗fund

$380.9M RAUM · 5 reps · 303-209-4114

XEBEC ASSET MANAGEMENT, LLC — reported RAUM up 28% ($379.0M -> $484.5M). IAPD ↗fund

$484.5M RAUM · 18 reps · (469) 687-3184 · xebeclogisticstrust.com

KEYFRAME CAPITAL PARTNERS, L.P. — reported RAUM up 27% ($772.4M -> $977.3M). IAPD ↗fund

$977.3M RAUM · 8 reps · 212.380.5800

UMB PRIVATE WEALTH MANAGEMENT, LLC — reported RAUM up 44% ($47.5M -> $68.4M). IAPD ↗fund

$68.4M RAUM · 1 reps · 816-860-7000

INTEGRITY GROWTH PARTNERS, L.P. — reported RAUM up 27% ($688.3M -> $872.6M). IAPD ↗fund

$872.6M RAUM · 8 reps · 3106895190

KANBRICK LLC — reported RAUM up 29% ($280.1M -> $362.2M). IAPD ↗fund

$362.2M RAUM · 6 reps · 872-225-2249

TRINITY FUND ADVISORS LLC — reported RAUM up 29% ($723.1M -> $930.0M). IAPD ↗fund

$930.0M RAUM · 25 reps · 305-800-1115

METAVASI CAPITAL LP — reported RAUM up 30% ($324.6M -> $420.6M). IAPD ↗fund

$420.6M RAUM · 5 reps · 914-745-6600

POWER INNOVATION PARTNERS, L.P. — reported RAUM up 26% ($228.8M -> $288.7M). IAPD ↗fund

$288.7M RAUM · 4 reps · 307-421-6700 · powerinnovationpartners.com

BLUEPRINT LOCAL LLC — reported RAUM up 29% ($196.9M -> $253.3M). IAPD ↗fund

$253.3M RAUM · 2 reps · 404-281-1254

CROSS RAPIDS CAPITAL LP — reported RAUM up 29% ($260.6M -> $335.8M). IAPD ↗fund

$335.8M RAUM · 6 reps · 212-301-7700

VELOCIS MANAGEMENT, LLC — reported RAUM up 27% ($273.0M -> $346.4M). IAPD ↗fund

$346.4M RAUM · 20 reps · 214-702-0220

GREENBROOK MANAGEMENT, LLC — reported RAUM up 42% ($76.2M -> $108.5M). IAPD ↗fund

$108.5M RAUM · 3 reps · (347) 696-4385 · greenbrookre.com

HEIGHTS POINT MANAGEMENT, LP — reported RAUM up 44% ($94.0M -> $135.2M). IAPD ↗fund

$135.2M RAUM · 3 reps · 585-738-9342

THURSTON ADVISORS — reported RAUM up 30% ($371.2M -> $480.9M). IAPD ↗fund

$480.9M RAUM · 8 reps · 312-255-0077 · thurstongroup.com

STILLPOINT INVESTMENTS LP — reported RAUM up 44% ($118.1M -> $169.8M). IAPD ↗fund

$169.8M RAUM · 5 reps · 332-373-0588

SATOR GROVE MANAGEMENT COMPANY, LLC — reported RAUM up 29% ($700.5M -> $903.9M). IAPD ↗fund

$903.9M RAUM · 3 reps · 574-329-3054

LNC PARTNERS — reported RAUM up 28% ($642.4M -> $820.3M). IAPD ↗fund

$820.3M RAUM · 16 reps · (703) 651-2150 · lnc-partners.com

ROOM40 CAPITAL LLC — reported RAUM up 25% ($209.0M -> $261.7M). IAPD ↗fund

$261.7M RAUM · 7 reps · 646-690-2810

UNITY PARTNERS — reported RAUM up 26% ($291.5M -> $367.0M). IAPD ↗fund

$367.0M RAUM · 14 reps · 314-210-9702 · unitypartnerslp.com

BLUESTONE EQUITY PARTNERS — reported RAUM up 26% ($347.8M -> $439.9M). IAPD ↗fund

$439.9M RAUM · 6 reps · 212-729-5077

BRACCO ASSET MANAGEMENT — reported RAUM up 26% ($355.2M -> $446.0M). IAPD ↗fund

$446.0M RAUM · 5 reps · (646) 989-4040

PARE PARTNERS II LLC — reported RAUM up 41% ($148.8M -> $210.0M). IAPD ↗fund

$210.0M RAUM · 3 reps · 786-866-8010

CHARTER OAK ADVISORS LP — reported RAUM up 28% ($315.0M -> $403.9M). IAPD ↗fund

$403.9M RAUM · 4 reps · 212-404-2500 · charteroakadvisors.com

O15 CAPITAL PARTNERS, LLC — reported RAUM up 28% ($242.3M -> $310.3M). IAPD ↗fund

$310.3M RAUM · 8 reps · 404-333-8579 · o15.com

BAYHAWK CAPITAL LP — reported RAUM up 28% ($570.5M -> $730.8M). IAPD ↗fund

$730.8M RAUM · 7 reps · 202-494-2362

SRT GROUP LLC — reported RAUM up 42% ($144.7M -> $205.6M). IAPD ↗fund

$205.6M RAUM · 9 reps · 561-510-1919

COGENUITY PARTNERS, LLC — reported RAUM up 25% ($553.8M -> $693.8M). IAPD ↗fund

$693.8M RAUM · 14 reps · 628-204-6610 · cogenuity.com

NINE LEFT CAPITAL LP — reported RAUM up 40% ($125.8M -> $176.1M). IAPD ↗fund

$176.1M RAUM · 3 reps · 212-202-3010 · nineleftcapital.com

WAYPOINT CAPITAL PARTNERS, LLC — reported RAUM up 28% ($242.9M -> $310.6M). IAPD ↗fund

$310.6M RAUM · 7 reps · 203-548-9424 · waypointcapitalpartners.com

ENCORE GLOBAL MANAGEMENT LP — reported RAUM up 42% ($112.5M -> $160.2M). IAPD ↗fund

$160.2M RAUM · 2 reps · (713) 933-3838 · encoregm.com

GRACEADA PARTNERS — reported RAUM up 29% ($212.7M -> $273.5M). IAPD ↗fund

$273.5M RAUM · 8 reps · 209-526-2240 · graceadapartners.com

SUMMER STREET CAPITAL PARTNERS, LLC — reported RAUM up 39% ($96.4M -> $134.1M). IAPD ↗fund

$134.1M RAUM · 5 reps · 716-566-2900 · summerstreetcapital.com

GILEAD CAPITAL LP — reported RAUM up 38% ($28.4M -> $39.1M). IAPD ↗fund

$39.1M RAUM · 3 reps · 646-693-6372

PLEXO CAPITAL MANAGEMENT, LLC — reported RAUM up 39% ($161.7M -> $224.9M). IAPD ↗fund

$224.9M RAUM · 2 reps · 510-838-0825

TRIDENT MANAGEMENT LLC — reported RAUM up 36% ($150.4M -> $205.1M). IAPD ↗fund

$205.1M RAUM · 8 reps · 917-781-4811 · trident.co

DARDANELLES CAPITAL LP — reported RAUM up 38% ($83.0M -> $114.2M). IAPD ↗fund

$114.2M RAUM · 3 reps · (617) 921-0618

TRYPERION MANAGER LLC — reported RAUM up 36% ($120.5M -> $163.4M). IAPD ↗fund

$163.4M RAUM · 10 reps · (310) 625-6392

DV CAPITAL ADVISORS, LLC — reported RAUM up 36% ($149.7M -> $203.4M). IAPD ↗fund

$203.4M RAUM · 7 reps · 312-663-7111

EMERGENT CAPITAL ADVISORS, LLC — reported RAUM up 35% ($92.1M -> $124.1M). IAPD ↗fund

$124.1M RAUM · 4 reps · (713) 965-0371 · ecagp.com

PGP ADVISORS, LLC — reported RAUM up 34% ($166.3M -> $222.8M). IAPD ↗fund

$222.8M RAUM · 6 reps · 208-928-7922 · peninsulapacific.com

PARTNERSHIP CAPITAL GROWTH INVESTORS MANAGEMENT, LLC — reported RAUM up 34% ($105.2M -> $141.5M). IAPD ↗fund

$141.5M RAUM · 2 reps · 415-407-2700

SAF ADVISORS LLC — reported RAUM up 35% ($178.4M -> $240.1M). IAPD ↗fund

$240.1M RAUM · 2 reps · 212-202-2800 · subscribeplatform.com

ALLY BRIDGE GROUP (NY) LLC — reported RAUM up 30% ($167.9M -> $218.9M). IAPD ↗fund

$218.9M RAUM · 4 reps · 646-829-9373

HIGHBURY PARK LLC — reported RAUM up 34% ($131.4M -> $176.4M). IAPD ↗fund

$176.4M RAUM · 1 reps · 401-651-1059

BLUE WATER LIFE SCIENCE ADVISORS, LP — reported RAUM up 34% ($144.2M -> $192.6M). IAPD ↗fund

$192.6M RAUM · 2 reps · 415-573-1123 · bluewaterlifescienceadvisors.com

BD INVESTMENT PARTNERS, LLC — reported RAUM up 32% ($169.5M -> $224.6M). IAPD ↗fund

$224.6M RAUM · 9 reps · 919-609-7395 · bdipartners.com

HOPLON ASSET MANAGEMENT, L.P. — reported RAUM up 35% ($126.3M -> $170.1M). IAPD ↗fund

$170.1M RAUM · 3 reps · 203-340-2133 · hoploncapital.com

XPV MANAGEMENT LLC — reported RAUM up 35% ($144.4M -> $194.3M). IAPD ↗fund

$194.3M RAUM · 14 reps · 626-616-2017

ARGOSY-LIONBRIDGE MANAGEMENT, LLC — reported RAUM up 33% ($142.4M -> $189.1M). IAPD ↗fund

$189.1M RAUM · 6 reps · (646) 536-7422 · argosylbm.com

ARAVALLI CAPITAL MANAGEMENT LP — reported RAUM up 33% ($143.4M -> $191.4M). IAPD ↗fund

$191.4M RAUM · 4 reps · 212-680-4950 · aravallicap.com

AMPERSAND CAPITAL GROUP, L.P. — reported RAUM up 33% ($176.7M -> $235.1M). IAPD ↗fund

$235.1M RAUM · 1 reps · 650-292-1700

RIPPLE EFFECT ASSET MANAGEMENT LP — reported RAUM up 33% ($164.0M -> $218.4M). IAPD ↗fund

$218.4M RAUM · 4 reps · 917-319-8088 · rippleeffectasset.com

HLV VENTURES — reported RAUM up 32% ($56.8M -> $74.8M). IAPD ↗fund

$74.8M RAUM · 12 reps · 631-780-3286 · hlvventures.com

LEON CAPITAL MANAGEMENT, LLC — reported RAUM up 33% ($184.6M -> $244.7M). IAPD ↗fund

$244.7M RAUM · 14 reps · 214-269-7400 · leoncapitalmanagement.com

MARQUEE CAPITAL ADVISORS — reported RAUM up 30% ($125.0M -> $162.7M). IAPD ↗fund

$162.7M RAUM · 11 reps · (773) 404-2827 · marqueecapitaladvisors.com

ANALYST PORTFOLIO MANAGEMENT LTD. — reported RAUM up 79% ($1.50B -> $2.69B). IAPD ↗foreign

$2.69B RAUM · 21 reps · 972-3-7147147 · analyst.co.il

RATHBONES — reported RAUM up 102% ($67.01B -> $135.09B). IAPD ↗foreign

$135.09B RAUM · 725 reps · +44-151 236 6666 · rathbones.com

W1M WEALTH MANAGEMENT LIMITED — reported RAUM up 1146% ($1.99B -> $24.85B). IAPD ↗foreign

$24.85B RAUM · 99 reps · +4402046172000

ALLSPRING GLOBAL INVESTMENTS (UK) LIMITED — reported RAUM up 201% ($10.24B -> $30.79B). IAPD ↗foreign

$30.79B RAUM · 29 reps · +44-204-551-7564 · allspringglobal.com

FULCRUM ASSET MANAGEMENT LLP — reported RAUM up 138% ($29.05B -> $69.09B). IAPD ↗foreign

$69.09B RAUM · 39 reps · 44-20-7016-6450 · fulcrumasset.com

DWS INVESTMENTS HONG KONG LIMITED — reported RAUM up 112% ($2.41B -> $5.10B). IAPD ↗foreign

$5.10B RAUM · 17 reps · 852-2203-8888 · etf.dws.com

T.ROWE PRICE HONG KONG LIMITED — reported RAUM up 94% ($21.82B -> $42.34B). IAPD ↗foreign

$42.34B RAUM · 59 reps · 852-2536-7800

PANTHEON — reported RAUM up 213% ($1.48B -> $4.62B). IAPD ↗foreign

$4.62B RAUM · 78 reps · 44-203356-1800 · pantheon.com

CARRHAE CAPITAL — reported RAUM up 85% ($3.30B -> $6.09B). IAPD ↗foreign

$6.09B RAUM · 17 reps · +44 203 205 4850 · carrhaecap.com

CHINA ASSET MANAGEMENT (HONG KONG) LIMITED — reported RAUM up 88% ($12.75B -> $23.90B). IAPD ↗foreign

$23.90B RAUM · 23 reps · 852-3406-8688

MAPLE ROCK CAPITAL PARTNERS INC. — reported RAUM up 82% ($3.49B -> $6.34B). IAPD ↗foreign

$6.34B RAUM · 10 reps · (416) 619-0705 · maplerockpartners.com

AXIOM ALTERNATIVE INVESTMENTS — reported RAUM up 114% ($2.21B -> $4.73B). IAPD ↗foreign

$4.73B RAUM · 6 reps · +330144694390 · axiom-ai.com

CATALYST CAPITAL ADVISERS LLC — reported RAUM up 29% ($176.5M -> $228.1M). IAPD ↗fund

$228.1M RAUM · 2 reps · 469-249-1000

NORTHWALL CAPITAL LLP — reported RAUM up 83% ($1.64B -> $2.99B). IAPD ↗foreign

$2.99B RAUM · 15 reps · 44 203 848 5335 · northwallcap.com

GAOTENG GLOBAL ASSET MANAGEMENT LIMITED — reported RAUM up 109% ($6.39B -> $13.35B). IAPD ↗foreign

$13.35B RAUM · 11 reps · +852 3892 8900

REB CAPITAL MANAGEMENT, LLC — reported RAUM up 25% ($179.3M -> $224.5M). IAPD ↗fund

$224.5M RAUM · 2 reps · 214-572-8922 · rebcm.com

ALIGN PRIVATE CAPITAL — reported RAUM up 28% ($176.8M -> $226.2M). IAPD ↗fund

$226.2M RAUM · 5 reps · 917-365-9073 · alignprivatecapital.com

WORTHINGTON CAPITAL MANAGEMENT, LLC — reported RAUM up 26% ($32.7M -> $41.2M). IAPD ↗fund

$41.2M RAUM · 3 reps · 901-701-8370

LIGHTVIEW CAPITAL, LLC — reported RAUM up 25% ($125.8M -> $157.6M). IAPD ↗fund

$157.6M RAUM · 12 reps · 561-858-1500 · lightviewcapital.com

CATALYST INTERNATIONAL ADVISORS LLC — reported RAUM up 30% ($44.7M -> $58.0M). IAPD ↗fund

$58.0M RAUM · 8 reps · 6467578387 · catalystucits.com

CLAIRMONT CAPITAL GROUP, LLC — reported RAUM up 26% ($126.9M -> $160.3M). IAPD ↗fund

$160.3M RAUM · 3 reps · 310-560-4183 · clairmontcapitalgroup.com

ACTUSRAYPARTNERS LIMITED — reported RAUM up 99% ($1.17B -> $2.34B). IAPD ↗foreign

$2.34B RAUM · 19 reps · 852 3698 9298

MAN INVESTMENTS AUSTRALIA LIMITED — reported RAUM up 229% ($1.25B -> $4.13B). IAPD ↗foreign

$4.13B RAUM · 3 reps · +61 2 8259 9975 · man.com

SZOP MULTISTRAT MANAGEMENT LLC — reported RAUM up 27% ($44.1M -> $55.9M). IAPD ↗fund

$55.9M RAUM · 4 reps · 646-975-5548

SOLIDARITY CAPITAL MANAGEMENT, LLC — reported RAUM up 28% ($99.4M -> $127.6M). IAPD ↗fund

$127.6M RAUM · 3 reps · 385-374-1665

SUNSTONE ADVISORS, LLC — reported RAUM up 29% ($95.6M -> $122.8M). IAPD ↗fund

$122.8M RAUM · 9 reps · 949-771-1764 · sunstoneadvisor.com

BRIGHT PATH SPORTS PARTNERS, LLC — reported RAUM up 29% ($151.6M -> $194.8M). IAPD ↗fund

$194.8M RAUM · 4 reps · 216-235-3292 · brightpathsports.com

OBION CAPITAL MANAGEMENT LP — reported RAUM up 28% ($100.9M -> $129.0M). IAPD ↗fund

$129.0M RAUM · 2 reps · 305-317-5100 · obioncapital.com

ARINI CAPITAL MANAGEMENT LIMITED — reported RAUM up 101% ($17.66B -> $35.53B). IAPD ↗foreign

$35.53B RAUM · 55 reps · +44 203 003 5733

CONNOR CLARK & LUNN INVESTMENT MANAGEMENT LTD — reported RAUM up 73% ($49.40B -> $85.59B). IAPD ↗foreign

$85.59B RAUM · 56 reps · 604-685-2020

FMR INVESTMENT MANAGEMENT (UK) LIMITED — reported RAUM up 71% ($15.11B -> $25.82B). IAPD ↗foreign

$25.82B RAUM · 79 reps · 44(0)2071843500

HILLSDALE INVESTMENT MANAGEMENT INC. — reported RAUM up 74% ($4.46B -> $7.77B). IAPD ↗foreign

$7.77B RAUM · 35 reps · 416-913-3900

NOVACAP MANAGEMENT US INC. — reported RAUM up 71% ($6.79B -> $11.61B). IAPD ↗foreign

$11.61B RAUM · 13 reps · 1-450-651-5000 · novacapcorp.com

INVESCO ASSET MANAGEMENT LTD. — reported RAUM up 68% ($111.41B -> $187.60B). IAPD ↗foreign

$187.60B RAUM · 228 reps · +441491417000 · invesco.com

GF INTERNATIONAL — reported RAUM up 69% ($1.41B -> $2.39B). IAPD ↗foreign

$2.39B RAUM · 10 reps · 852 3695 2808 · gffunds.com.hk

TANGENCY CAPITAL INVESTMENT ADVISORY LTD. — reported RAUM up 68% ($2.06B -> $3.45B). IAPD ↗foreign

$3.45B RAUM · 2 reps · 4412958478

LINGOTTO INVESTMENT MANAGEMENT LLP — reported RAUM up 69% ($7.50B -> $12.71B). IAPD ↗foreign

$12.71B RAUM · 14 reps · +44(0) 2039579252 · lingotto.com

PROTIUM CAPITAL LIMITED — reported RAUM up 103% ($210.0M -> $427.0M). IAPD ↗foreign

$427.0M RAUM · 6 reps · 852 2168 0790

MIRAE ASSET GLOBAL INVESTMENTS (HONG KONG) LIMITED — reported RAUM up 64% ($4.79B -> $7.87B). IAPD ↗foreign

$7.87B RAUM · 21 reps · 852-3555-5888

NEUBERGER BERMAN ASIA LIMITED — reported RAUM up 60% ($6.87B -> $11.01B). IAPD ↗foreign

$11.01B RAUM · 19 reps · 852 3664 8800

GOLDMAN SACHS ASSET MANAGEMENT (HONG KONG) LIMITED — reported RAUM up 64% ($12.94B -> $21.19B). IAPD ↗foreign

$21.19B RAUM · 53 reps · 852 2978 1000

JEFFERIES CREDIT PARTNERS EUROPE LIMITED — reported RAUM up 73% ($199.6M -> $345.9M). IAPD ↗foreign

$345.9M RAUM · 11 reps · +44 20 7029 8223

POLUNIN CAPITAL PARTNERS LIMITED — reported RAUM up 56% ($5.09B -> $7.96B). IAPD ↗foreign

$7.96B RAUM · 6 reps · 442078248800 · polunin.co.uk

OCEANIC INVESTMENT MANAGEMENT LIMITED — reported RAUM up 67% ($198.7M -> $331.5M). IAPD ↗foreign

$331.5M RAUM · 5 reps · +44 1624 663616 · oceanicim.com

GLG PARTNERS LP — reported RAUM up 56% ($41.27B -> $64.51B). IAPD ↗foreign

$64.51B RAUM · 73 reps · +44 20 7144 1000 · man.com

NOVACAP MANAGEMENT INC. — reported RAUM up 57% ($8.37B -> $13.17B). IAPD ↗foreign

$13.17B RAUM · 89 reps · 1-450-651-5000

LAKEMORE PARTNERS MANAGEMENT US LLC — reported RAUM up 67% ($250.0M -> $416.6M). IAPD ↗foreign

$416.6M RAUM · 6 reps · 480 841 5600 · lakemore.com

DEANS KNIGHT CAPITAL MANAGEMENT — crossed $500M in regulatory AUM ($336.0M -> $538.3M). IAPD ↗foreign

$538.3M RAUM · 7 reps · 604-669-0212 · deansknight.com

GOLD INVESTMENT MANAGEMENT LTD. — crossed $500M in regulatory AUM ($409.5M -> $525.8M). IAPD ↗foreign

$525.8M RAUM · 3 reps · 780-436-9955

LLOYD CAPITAL LLC — crossed $500M in regulatory AUM ($469.7M -> $863.3M). IAPD ↗foreign

$863.3M RAUM · 8 reps · +41445332230 · lloydcapital.ch

HELVETIA INVESTMENT ADVISORS — crossed $500M in regulatory AUM ($370.5M -> $506.8M). IAPD ↗foreign

$506.8M RAUM · 1 reps · +41919100583 · helvetia-ia.com

RAYS CAPITAL PARTNERS LIMITED — crossed $500M in regulatory AUM ($362.8M -> $547.2M). IAPD ↗foreign

$547.2M RAUM · 14 reps · 852 3973 6700 · rayscapital.com

VOYA INVESTMENT MANAGEMENT (UK) LIMITED — crossed $500M in regulatory AUM ($409.7M -> $522.1M). IAPD ↗foreign

$522.1M RAUM · 10 reps · 44 020 3526 9449

ALLSPRING GLOBAL INVESTMENTS (SINGAPORE) PTE. LTD. — crossed $500M in regulatory AUM ($474.2M -> $893.9M). IAPD ↗foreign

$893.9M RAUM · 2 reps · (+65) 6016-2583 · allspringglobal.com

NOVACAP MANAGEMENT FINANCIAL SERVICES INC. — crossed $500M in regulatory AUM ($409.1M -> $834.8M). IAPD ↗foreign

$834.8M RAUM · 12 reps · 1-450-651-5000 · novacapcorp.com

SENGU CAPITAL LIMITED — crossed $500M in regulatory AUM ($153.4M -> $859.1M). IAPD ↗foreign

$859.1M RAUM · 2 reps · 852 3428 2949 · sengu-capital.com

BLACKROCK ASSET MANAGEMENT SCHWEIZ AG — reported RAUM up 51% ($1.62B -> $2.43B). IAPD ↗foreign

$2.43B RAUM · 13 reps · 41 44 297 7373

MCA CROSS BORDER ADVISORS INC. — reported RAUM up 110% ($14.8M -> $31.1M). IAPD ↗foreign

$31.1M RAUM · 2 reps · 514-940-8066

FIRST TRUST GLOBAL PORTFOLIOS LTD. — reported RAUM up 60% ($211.2M -> $338.8M). IAPD ↗foreign

$338.8M RAUM · 6 reps · +44 203 195 7121 · ftglobalportfolios.com

STRATEGIC SWISS ADVISORS AG — reported RAUM up 373% ($46.5M -> $220.0M). IAPD ↗foreign

$220.0M RAUM · 3 reps · +41 58 680 64 10 · strategic-swiss-advisors.com

GINJER — reported RAUM up 62% ($206.5M -> $334.6M). IAPD ↗foreign

$334.6M RAUM · 3 reps · +33170366170 · ginjer-am.com

DRAGON CAPITAL MANAGEMENT (HK) LIMITED — reported RAUM up 76% ($95.8M -> $168.3M). IAPD ↗foreign

$168.3M RAUM · 1 reps · 85239798100 · dragoncapital.com

TRIUM CAPITAL LLP — reported RAUM up 52% ($3.81B -> $5.79B). IAPD ↗foreign

$5.79B RAUM · 30 reps · +44 20 7073 9250 · trium-capital.com

ISLANDBRIDGE CAPITAL LIMITED — reported RAUM up 53% ($1.05B -> $1.62B). IAPD ↗foreign

$1.62B RAUM · 16 reps · 44 20 3405 1040 · ib-capital.com

MODUM ASSET MANAGEMENT LLC — reported RAUM up 64% ($172.9M -> $283.2M). IAPD ↗foreign

$283.2M RAUM · 4 reps · (332) 261-7382 · modum.com

MCA CROSS BORDER CAPITAL INC. — reported RAUM up 171% ($23.8M -> $64.6M). IAPD ↗foreign

$64.6M RAUM · 1 reps · 1-877-839-7111

SVN GLOBAL — reported RAUM up 826% ($4.1M -> $38.3M). IAPD ↗foreign

$38.3M RAUM · 2 reps · 1 (754) 209 - 3101

SYGNUS CAPITAL LIMTED — reported RAUM up 123% ($30.0M -> $67.0M). IAPD ↗foreign

$67.0M RAUM · 3 reps · (876) 634-5005

DA INV — reported RAUM up 1900% ($1.4M -> $28.0M). IAPD ↗foreign

$28.0M RAUM · 1 reps · 917-202-2007 · dolarapp.com

DWS ALTERNATIVES GLOBAL LIMITED — reported RAUM up 48% ($16.60B -> $24.51B). IAPD ↗foreign

$24.51B RAUM · 89 reps · 44 207 547 5344

SANTANDER ASSET MANAGEMENT SA SGIIC — reported RAUM up 45% ($110.21B -> $159.86B). IAPD ↗foreign

$159.86B RAUM · 118 reps · 34 912574020 · santanderassetmanagement.es

SQUADRA INVESTMENTS - GESTAO DE RECURSOS LTDA. — reported RAUM up 47% ($1.41B -> $2.08B). IAPD ↗foreign

$2.08B RAUM · 23 reps · 5521-3622-8070 · squadrainvestments.com

WATERWHEEL CAPITAL MANAGEMENT — reported RAUM up 73% ($137.6M -> $238.5M). IAPD ↗foreign

$238.5M RAUM · 2 reps · (646) 940-8850

ALPEN PARTNERS INTERNATIONAL AG — reported RAUM up 46% ($1.39B -> $2.03B). IAPD ↗foreign

$2.03B RAUM · 37 reps · 0041581057550

BLUE SWELL ASSET MANAGEMENT PRIVATE LIMITED — reported RAUM up 47% ($1.31B -> $1.92B). IAPD ↗foreign

$1.92B RAUM · 7 reps · +65-6202-9840

JUPITER ASSET MANAGEMENT LIMITED — reported RAUM up 48% ($46.19B -> $68.22B). IAPD ↗foreign

$68.22B RAUM · 70 reps · 44 20 3817 1000

CASTLE RIDGE ASSET MANAGEMENT LIMITED — reported RAUM up 56% ($193.0M -> $300.8M). IAPD ↗foreign

$300.8M RAUM · 4 reps · 416-701-9737

GOLDMAN SACHS ASSET MANAGEMENT INTERNATIONAL — reported RAUM up 41% ($440.20B -> $621.02B). IAPD ↗foreign

$621.02B RAUM · 412 reps · 44-207-774-1000 · am.gs.com

FIERA CAPITAL (UK) LIMITED — reported RAUM up 42% ($2.80B -> $3.98B). IAPD ↗foreign

$3.98B RAUM · 13 reps · +44 (0)20 7518 2100

KEYWISE CAPITAL MANAGEMENT (HK) LIMITED — reported RAUM up 41% ($2.05B -> $2.89B). IAPD ↗foreign

$2.89B RAUM · 8 reps · +852 2815 7991 · keywisecapital.com

RV CAPITAL MANAGEMENT PRIVATE LTD — reported RAUM up 41% ($1.81B -> $2.54B). IAPD ↗foreign

$2.54B RAUM · 14 reps · +65-6426-7400 · rvcapital.com

REDDING RIDGE ASSET MANAGEMENT (UK) LLP — reported RAUM up 43% ($9.22B -> $13.23B). IAPD ↗foreign

$13.23B RAUM · 51 reps · +44 20 7016 5000 · rram.com

GORDIAN CAPITAL JAPAN LIMITED — reported RAUM up 44% ($1.26B -> $1.82B). IAPD ↗foreign

$1.82B RAUM · 12 reps · +81 3-4520-2323

AMBERLAKE PARTNERS SAM — reported RAUM up 70% ($57.2M -> $97.1M). IAPD ↗foreign

$97.1M RAUM · 4 reps · +37792001710 · amberlakepartners.com

CARRHAE CAPITAL (DIFC) LIMITED — reported RAUM up 42% ($4.27B -> $6.08B). IAPD ↗foreign

$6.08B RAUM · 6 reps · 971-432-230-205 · carrhaecap.com

COHEN & STEERS UK LIMITED — reported RAUM up 35% ($3.97B -> $5.37B). IAPD ↗foreign

$5.37B RAUM · 7 reps · 44 (207) 460-6350

SWISSPARTNERS ADVISORS — reported RAUM up 46% ($609.1M -> $891.8M). IAPD ↗foreign

$891.8M RAUM · 3 reps · 41 58 200 0 800

BROWN ADVISORY LTD. — reported RAUM up 37% ($19.41B -> $26.58B). IAPD ↗foreign

$26.58B RAUM · 36 reps · 44 203-301-8130

CSOP ASSET MANAGEMENT LIMITED — reported RAUM up 37% ($18.91B -> $25.87B). IAPD ↗foreign

$25.87B RAUM · 24 reps · 852 3406-5652

FIRST SENTIER INVESTORS (HONG KONG) LIMITED — reported RAUM up 37% ($23.93B -> $32.87B). IAPD ↗foreign

$32.87B RAUM · 11 reps · +852 2846-7555

GORDIAN CAPITAL SINGAPORE PRIVATE LIMITED — reported RAUM up 38% ($15.30B -> $21.08B). IAPD ↗foreign

$21.08B RAUM · 13 reps · 65 6597 6680 · gordian-capital.com

CAPITAL GENERATION PARTNERS LLP — reported RAUM up 38% ($2.98B -> $4.12B). IAPD ↗foreign

$4.12B RAUM · 26 reps · 44-207-543-1500 · capgenpartners.com

LEADENHALL CAPITAL PARTNERS — reported RAUM up 39% ($4.13B -> $5.72B). IAPD ↗foreign

$5.72B RAUM · 21 reps · +44 (0)20 78717290

TURIM 21 INVESTIMENTOS LTDA — reported RAUM up 38% ($5.23B -> $7.24B). IAPD ↗foreign

$7.24B RAUM · 20 reps · 55 21 2259.8015 · turimbr.com

FOSUN ASSET MANAGEMENT LIMITED — reported RAUM up 39% ($1.08B -> $1.49B). IAPD ↗foreign

$1.49B RAUM · 12 reps · 852 2509 2873 · fosunam.com

POTENTUM PARTNERS, L.P. — reported RAUM up 48% ($524.1M -> $773.3M). IAPD ↗foreign

$773.3M RAUM · 5 reps · +61 488 221 334 · potentumpartners.com

NAVI INTL-ADMINISTRADORA E GESTORA DE RECURSOS FINANCEIROS LTDA. — reported RAUM up 46% ($556.0M -> $810.0M). IAPD ↗foreign

$810.0M RAUM · 6 reps · 55 21 3590 2410 · navi-international.com

BARING INTERNATIONAL INVESTMENT LTD — reported RAUM up 32% ($17.06B -> $22.57B). IAPD ↗foreign

$22.57B RAUM · 168 reps · +44(0)20-7628-6000

DIMENSIONAL FUND ADVISORS LTD — reported RAUM up 32% ($276.11B -> $364.73B). IAPD ↗foreign

$364.73B RAUM · 64 reps · + (44) 20-3033-3300 · dimensional.com

DFA AUSTRALIA LIMITED — reported RAUM up 32% ($273.92B -> $361.60B). IAPD ↗foreign

$361.60B RAUM · 55 reps · +61 (2) 8336 7100

MAN SOLUTIONS LIMITED — reported RAUM up 31% ($43.76B -> $57.51B). IAPD ↗foreign

$57.51B RAUM · 19 reps · +44 20 7144 1000 · man.com

DWS INVESTMENTS AUSTRALIA LIMITED — reported RAUM up 32% ($1.44B -> $1.90B). IAPD ↗foreign

$1.90B RAUM · 8 reps · 011 612 8258 1234 · dws.com

REDWHEEL — reported RAUM up 31% ($13.23B -> $17.32B). IAPD ↗foreign

$17.32B RAUM · 51 reps · 44 20 7227 6000

JPMORGAN ASSET MANAGEMENT (ASIA PACIFIC) LIMITED — reported RAUM up 34% ($126.66B -> $169.62B). IAPD ↗foreign

$169.62B RAUM · 62 reps · 852-2800-2800

INTEGRAL ILS LTD. — reported RAUM up 30% ($2.91B -> $3.78B). IAPD ↗foreign

$3.78B RAUM · 11 reps · 441-521-6602 · integralils.com

ACADIAN ASSET MANAGEMENT — reported RAUM up 32% ($4.32B -> $5.71B). IAPD ↗foreign

$5.71B RAUM · 7 reps · +612 9093 1000 · acadian-asset.com

APEX INVESTMENTS MANAGEMENT, S.A. — reported RAUM up 40% ($279.5M -> $392.5M). IAPD ↗foreign

$392.5M RAUM · 7 reps · +502-22576557 · apexcapitalpe.com

TAULA CAPITAL MANAGEMENT (DIFC) LTD — reported RAUM up 33% ($158.48B -> $210.92B). IAPD ↗foreign

$210.92B RAUM · 4 reps · +97 14323 0800

TAULA CAPITAL MANAGEMENT (US) LLC — reported RAUM up 32% ($160.37B -> $210.93B). IAPD ↗foreign

$210.93B RAUM · 13 reps · 44-20-4570-2067 · taulacapital.com

SARTORIAL WEALTH INC. — reported RAUM up 58% ($82.5M -> $130.4M). IAPD ↗foreign

$130.4M RAUM · 3 reps · 647-368-6816

TAULA CAPITAL MANAGEMENT (JERSEY) LP — reported RAUM up 32% ($160.37B -> $210.93B). IAPD ↗foreign

$210.93B RAUM · 7 reps · 44-20-4570-2067 · taulacapital.com

MANRKE WEALTH — reported RAUM up 57% ($73.9M -> $115.7M). IAPD ↗foreign

$115.7M RAUM · 2 reps · 647-948-3048 · inukshukcapital.com

EAST CAPITAL — reported RAUM up 35% ($3.17B -> $4.28B). IAPD ↗foreign

$4.28B RAUM · 17 reps · +46 8 505 97 777 · eastcapital.com

DWS INTERNATIONAL GMBH — reported RAUM up 28% ($178.52B -> $228.87B). IAPD ↗foreign

$228.87B RAUM · 80 reps · 49 69 910 12371

IMPULSORA DEL FONDO MEXICO, SC — reported RAUM up 35% ($246.7M -> $333.5M). IAPD ↗foreign

$333.5M RAUM · 3 reps · 5255-91383350

APS ASSET MANAGEMENT PTE LTD — reported RAUM up 26% ($1.77B -> $2.23B). IAPD ↗foreign

$2.23B RAUM · 17 reps · 65-6333-8600

FOYSTON, GORDON & PAYNE INC. — reported RAUM up 26% ($4.72B -> $5.96B). IAPD ↗foreign

$5.96B RAUM · 22 reps · 416-362-4725 · foyston.com

VONTOBEL SWISS FINANCIAL ADVISERS — reported RAUM up 29% ($9.28B -> $11.94B). IAPD ↗foreign

$11.94B RAUM · 60 reps · +41-58-2388111

JPMORGAN ASSET MANAGEMENT (UK) LIMITED — reported RAUM up 25% ($385.99B -> $484.10B). IAPD ↗foreign

$484.10B RAUM · 319 reps · 44-207-742-6000

REYL OVERSEAS LTD. — reported RAUM up 39% ($333.3M -> $461.6M). IAPD ↗foreign

$461.6M RAUM · 8 reps · +41 58 717 9400 · reyl-overseas.com

MARCUARD FAMILY OFFICE LTD — reported RAUM up 27% ($6.83B -> $8.66B). IAPD ↗foreign

$8.66B RAUM · 19 reps · 41 (43) 344 60 00

VALUE PARTNERS HONG KONG LIMITED — reported RAUM up 29% ($4.08B -> $5.25B). IAPD ↗foreign

$5.25B RAUM · 25 reps · 852 28809263 · valuepartners-group.com

BFI INFINITY LTD. — reported RAUM up 37% ($610.1M -> $837.6M). IAPD ↗foreign

$837.6M RAUM · 15 reps · +41 58 806 2210

LGT WEALTH MANAGEMENT US LIMITED — reported RAUM up 25% ($1.44B -> $1.80B). IAPD ↗foreign

$1.80B RAUM · 14 reps · +44 203 207 8000 · lgtwm-us.com

TANAGER WEALTH MANAGEMENT — reported RAUM up 27% ($1.26B -> $1.60B). IAPD ↗foreign

$1.60B RAUM · 15 reps · 020 3965 6330

E FUND MANAGEMENT (HONG KONG) CO., LIMITED — reported RAUM up 26% ($12.46B -> $15.72B). IAPD ↗foreign

$15.72B RAUM · 22 reps · 852-3929-0988 · efunds.com.hk

HOSKING PARTNERS LLP — reported RAUM up 27% ($5.49B -> $6.95B). IAPD ↗foreign

$6.95B RAUM · 5 reps · +44 20 7004 7850 · hoskingpartners.com

DAWSON PARTNERS — reported RAUM up 25% ($17.67B -> $22.14B). IAPD ↗foreign

$22.14B RAUM · 59 reps · 647-925-1284

GOLDMAN SACHS ASSET MANAGEMENT (SINGAPORE) PTE. LTD. — reported RAUM up 26% ($10.96B -> $13.78B). IAPD ↗foreign

$13.78B RAUM · 56 reps · 65 6889 1000

SAGARD HOLDINGS MANAGER LP — reported RAUM up 27% ($6.79B -> $8.61B). IAPD ↗foreign

$8.61B RAUM · 65 reps · 416-607-2250 · sagard.com

ARMADA CAPITAL LLC — reported RAUM up 51% ($59.6M -> $89.9M). IAPD ↗foreign

$89.9M RAUM · 5 reps · +52 55 5985 1770

WILLING CAPITAL MANAGEMENT LIMITED — reported RAUM up 40% ($576.9M -> $806.3M). IAPD ↗foreign

$806.3M RAUM · 7 reps · +852 39791800

LYGH CAPITAL PTE. LTD. — reported RAUM up 39% ($516.4M -> $716.6M). IAPD ↗foreign

$716.6M RAUM · 4 reps · 65 6592 1029 · lyghcapital.com

LOUISBOURG INVESTMENTS — reported RAUM up 27% ($1.82B -> $2.31B). IAPD ↗foreign

$2.31B RAUM · 14 reps · 1-506-383-5215 · louisbourginvestments.com

THE MASS GROUP — reported RAUM up 51% ($29.2M -> $44.0M). IAPD ↗foreign

$44.0M RAUM · 2 reps · +971-4-552-3312 · the-mass-group.com

TIND ASSET MANAGEMENT — reported RAUM up 38% ($319.0M -> $440.0M). IAPD ↗foreign

$440.0M RAUM · 3 reps · 47-970-44-440 · tindam.com

MORGAN STANLEY INVESTMENT MANAGEMENT LIMITED — began participating in a wrap-fee program. IAPD ↗foreign

$174.54B RAUM · 97 reps · 44-20-7425-8000 · morganstanley.com

TB ALTERNATIVE ASSETS LTD. — reported RAUM up 31% ($541.0M -> $708.2M). IAPD ↗foreign

$708.2M RAUM · 8 reps · +1 345 949 8066

PCJ INVESTMENT COUNSEL LTD. — reported RAUM up 31% ($704.0M -> $924.3M). IAPD ↗foreign

$924.3M RAUM · 9 reps · 416-862-2020

KADITA PARTNERS PTE. LTD. — reported RAUM up 48% ($94.2M -> $139.7M). IAPD ↗foreign

$139.7M RAUM · 5 reps · +65 9086 4753 · kaditapartners.com

ALLARD PARTNERS LIMITED — reported RAUM up 25% ($331.6M -> $415.9M). IAPD ↗foreign

$415.9M RAUM · 3 reps · 852-2526 9168

WHVP — reported RAUM up 44% ($162.8M -> $235.2M). IAPD ↗foreign

$235.2M RAUM · 4 reps · 011 41 44 315 77 77

CLARITY CAPITAL KCPS LTD — reported RAUM up 27% ($615.4M -> $782.3M). IAPD ↗foreign

$782.3M RAUM · 6 reps · 972-3-777-9000

VENTIRA PRIVATE WEALTH MANAGEMENT LTD. — reported RAUM up 26% ($541.1M -> $682.0M). IAPD ↗foreign

$682.0M RAUM · 3 reps · 0041 41 748 22 90 · ventira.ch

MAIMON WEALTH MANAGEMENT LTD. — reported RAUM up 41% ($111.4M -> $156.5M). IAPD ↗foreign

$156.5M RAUM · 3 reps · 972 54 696 6638 · maimonwealth.com

IA PRIVATE WEALTH (USA) INC. — reported RAUM up 41% ($95.8M -> $135.1M). IAPD ↗foreign

$135.1M RAUM · 122 reps · 1-855-999-2081 · iaprivatewealthusa.com

ACADIAN ASSET MANAGEMENT — reported RAUM up 25% ($557.5M -> $697.9M). IAPD ↗foreign

$697.9M RAUM · 3 reps · +65 6508 2200

BEACON HILL WEALTH MANAGEMENT LTD — reported RAUM up 41% ($105.7M -> $148.6M). IAPD ↗foreign

$148.6M RAUM · 6 reps · 778-433-1314 · beaconhillwm.ca

OBERWEIS ASSET MANAGEMENT (HONG KONG) LIMITED — reported RAUM up 38% ($37.4M -> $51.8M). IAPD ↗foreign

$51.8M RAUM · 2 reps · 852.2297.2297

ST. COLUMBANUS AG — reported RAUM up 34% ($58.8M -> $78.6M). IAPD ↗foreign

$78.6M RAUM · 2 reps · +41 71 245 76 78 · stcolumbanus.com

AS TRIGON ASSET MANAGEMENT — reported RAUM up 32% ($57.4M -> $75.9M). IAPD ↗foreign

$75.9M RAUM · 6 reps · 011-372-667-9200

WISE MONEY ISRAEL — reported RAUM up 31% ($72.4M -> $94.9M). IAPD ↗foreign

$94.9M RAUM · 2 reps · +972-79-6984545

TELLIGENT INVESTMENT MANAGEMENT, LLC — reported RAUM up 25% ($167.4M -> $209.7M). IAPD ↗foreign

$209.7M RAUM · 5 reps · +852 3150 0888

PILOTAGE PRIVATE WEALTH AG — reported RAUM up 30% ($175.4M -> $227.6M). IAPD ↗foreign

$227.6M RAUM · 3 reps · 41-43-5081717

SHOREVEST PARTNERS, LTD. — reported RAUM up 26% ($193.7M -> $244.0M). IAPD ↗foreign

$244.0M RAUM · 21 reps · +1 (284) 494-7065 · shorevest.com

MASECO ASIA LIMITED — reported RAUM up 29% ($82.4M -> $106.1M). IAPD ↗foreign

$106.1M RAUM · 4 reps · 852 5808 2064

MOUNT MURRAY INVESTMENT INC. — reported RAUM up 26% ($22.3M -> $28.2M). IAPD ↗foreign

$28.2M RAUM · 4 reps · 514-922-1511 · mountmurrayinvestment.com

CAPSIGMA INVESTMENT PARTNERS LTDA — reported RAUM up 27% ($48.4M -> $61.6M). IAPD ↗foreign

$61.6M RAUM · 5 reps · 55 (11) 5200-2246 · capsigma.com.br

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.