| 1832 Asset Management L.P. |
Toronto |
Q4 2025 |
674 |
$78.29B |
| &PARTNERS |
Nashville, TN |
Q4 2025 |
2,282 |
$19.11B |
| 59 North Capital Management, LP |
Houston, TX |
Q4 2025 |
13 |
$3.21B |
| 71 West Capital Partners |
Boston, MA |
Q4 2025 |
259 |
$2.17B |
| 3EDGE Asset Management, LP |
Naples, FL |
Q4 2025 |
94 |
$1.93B |
| 1ST SOURCE BANK |
South Bend, IN |
Q4 2025 |
274 |
$1.91B |
| 1900 WEALTH MANAGEMENT LLC |
San Antonio, TX |
Q1 2026 |
253 |
$1.56B |
| 1607 Capital Partners, LLC |
Richmond, VA |
Q4 2025 |
126 |
$1.47B |
| 6 Meridian |
Wichita, KS |
Q4 2021 |
411 |
$1.37B |
| 140 Summer Partners LP |
New York, NY |
Q4 2025 |
19 |
$1.28B |
| 49 WEALTH MANAGEMENT, LLC |
Austin, TX |
Q4 2025 |
199 |
$1.23B |
| 683 Capital Management, LLC |
New York, NY |
Q4 2025 |
205 |
$1.21B |
| 180 WEALTH ADVISORS, LLC |
Federal Way, WA |
Q1 2026 |
472 |
$879.7M |
| 8 KNOTS MANAGEMENT, LLC |
Dallas, TX |
Q4 2025 |
12 |
$868.11M |
| 12 West Capital Management LP |
New York, NY |
Q4 2025 |
18 |
$839.67M |
| 1834 INVESTMENT ADVISORS CO |
Milwaukee, WI |
Q4 2025 |
204 |
$797.09M |
| 9258 Wealth Management, LLC |
Blue Ash, OH |
Q3 2024 |
356 |
$676.51M |
| 12th Street Asset Management Company, LLC |
Nashville, TN |
Q4 2025 |
32 |
$606.84M |
| 10-15 ASSOCIATES, INC. |
Goshen, NY |
Q3 2020 |
93 |
$515.69M |
| 111 Capital |
Paris, France |
Q4 2025 |
322 |
$458.42M |
| 3Chopt Investment Partners, LLC |
Richmond, VA |
Q1 2026 |
240 |
$437.07M |
| 3G Capital Partners LP |
New York, NY |
Q4 2025 |
13 |
$424.13M |
| 325 CAPITAL LLC |
New York, NY |
Q4 2025 |
13 |
$391.93M |
| 55 North Private Wealth, LLC |
Winter Park, FL |
Q1 2026 |
210 |
$390.6M |
| 20/20 Capital Management, Inc. |
Costa Mesa, CA |
Q2 2021 |
167 |
$385.93M |
| 3D ASSET MANAGEMENT, INC |
Hartford, CT |
Q3 2020 |
76 |
$359.6M |
| 2Xideas AG |
Kusnacht |
Q4 2025 |
50 |
$357.03M |
| 11 Capital Partners LP |
Darien, CT |
Q4 2025 |
20 |
$336.25M |
| 360 Financial, Inc. |
Wayzata, MN |
Q4 2025 |
77 |
$329.18M |
| 25 LLC |
St. Louis, MO |
Q1 2026 |
69 |
$324.45M |
| 5AM Venture Management, LLC |
San Francisco, CA |
Q4 2025 |
21 |
$318.1M |
| 44 WEALTH MANAGEMENT LLC |
Eugene, OR |
Q4 2025 |
196 |
$298.01M |
| 1 NORTH WEALTH SERVICES LLC |
Annapolis, MD |
Q4 2025 |
278 |
$284.2M |
| 1776 Wealth LLC |
Atlanta, GA |
Q4 2025 |
141 |
$265.63M |
| 1492 Capital Management LLC |
Milwaukee, WI |
Q1 2026 |
130 |
$262.64M |
| 5T Wealth, LLC |
Napa, CA |
Q1 2026 |
129 |
$253.05M |
| 93 Financial Group, LLC |
Woburn, MA |
Q4 2025 |
9 |
$229.64M |
| 626 Financial, LLC |
Portage, MI |
Q1 2026 |
120 |
$223.46M |
| 5th Street Advisors, LLC |
Southport, CT |
Q4 2025 |
49 |
$214.14M |
| 4Thought Financial Group Inc. |
Syosset, NY |
Q1 2026 |
99 |
$202.22M |
| 17 CAPITAL PARTNERS, LLC |
Pheonix, AZ |
Q4 2025 |
158 |
$192.19M |
| 1248 Management, LLC |
Kansas City, MO |
Q4 2025 |
157 |
$186.94M |
| 4D Advisors, LLC |
Redondo Beach, CA |
Q4 2025 |
37 |
$182.46M |
| 4J Wealth Management LLC |
Mclean, VA |
Q4 2025 |
98 |
$174.7M |
| 22NW, LP |
Seattle, WA |
Q4 2025 |
20 |
$166M |
| 22C Capital LLC |
Boca Raton, FL |
Q4 2025 |
1 |
$161.55M |
| 7G CAPITAL MANAGEMENT, LLC |
New York, NY |
Q4 2025 |
11 |
$160.81M |
| 1620 INVESTMENT ADVISORS, INC. |
Plymouth, MA |
Q4 2025 |
646 |
$150.03M |
| 9823 Capital, L.P. |
Dallas, TX |
Q4 2025 |
59 |
$145.12M |
| 11.2 Capital Management, LLC |
Las Vegas, NV |
Q1 2026 |
1 |
$142.85M |
| 1858 WEALTH MANAGEMENT, LLC |
Akron, OH |
Q3 2025 |
113 |
$142.43M |
| 440 INVESTMENT GROUP, LLC |
Overland Park, KS |
Q4 2017 |
109 |
$140.45M |
| 46 Peaks LLC |
Newtown, PA |
Q1 2026 |
21 |
$137.33M |
| 180 GPS Investments IC Ltd |
St Peter Port |
Q4 2025 |
20 |
$126.51M |
| 14B Captial Management LP |
La Jolla, CA |
Q4 2025 |
18 |
$124.41M |
| 4WEALTH ADVISORS, INC. |
Burr Ridge, IL |
Q1 2026 |
142 |
$117.03M |
| 10Elms LLP |
Tulsa, OK |
Q4 2025 |
467 |
$109.03M |
| 21 West Wealth Management LLC |
Tustin, CA |
Q1 2026 |
63 |
$107.65M |
| 734 Agriculture, LLC |
New York, NY |
Q4 2018 |
1 |
$93.82M |
| 13D Management LLC |
New York, NY |
Q4 2025 |
16 |
$84.05M |
| 26North Partners LP |
New York, NY |
Q4 2025 |
1 |
$70.89M |
| 8VC GP I, LLC |
Austin, TX |
Q4 2025 |
1 |
$63.34M |
| 72 Investment Holdings, LLC |
Stamford, CT |
Q4 2025 |
5 |
$50.57M |
| 272 Capital LP |
Dallas, TX |
Q4 2025 |
1 |
$49.58M |
| 1060 Capital, LLC |
Denver, CO |
Q4 2025 |
6 |
$39.1M |
| 300 NORTH CAPITAL, LLC |
Pasadena, CA |
Q2 2015 |
47 |
$16.33M |
| 1888 Investments, LLC |
Denver, CO |
Q4 2025 |
2 |
$10.32M |
| 1922 Investment Co LLC |
Houston, TX |
Q4 2025 |
4 |
$3.34M |
| 1060 Capital Opportunity Fund, LP |
Denver, CO |
Q2 2022 |
0 |
$0 |
| 140 Summer Partners Master Fund LP |
New York, NY |
Q4 2025 |
0 |
$0 |
| 1623 Capital LLC |
Alexandria, VA |
Q3 2025 |
0 |
$0 |
| 1700480 ONTARIO INC |
Toronto, Ontario, Canada |
Q3 2021 |
0 |
$0 |
| 1829356 Ontario Ltd |
Toronto, Ontario, Canada |
Q2 2017 |
0 |
$0 |
| 1919 Investment Counsel, LLC |
Baltimore, MD |
Q4 2025 |
0 |
$0 |
| 1922 Investments GP LLC |
Houston, TX |
Q4 2025 |
0 |
$0 |
| 1922 Investments Holdings Partners LP |
Houston, TX |
Q4 2025 |
0 |
$0 |
| 1922 Trust |
Houston, TX |
Q4 2025 |
0 |
$0 |
| 1st Global Advisors, Inc. |
Dallas, TX |
Q3 2019 |
0 |
$0 |
| 2018 Madaket Sunset Investment Trust |
Gladwyne, PA |
Q3 2023 |
0 |
$0 |
| 2018 Maxey Pond Investment Trust |
Gladwyne, PA |
Q3 2023 |
0 |
$0 |
| 2403304 Ontario Ltd |
Toronto, Ontario, Canada |
Q4 2018 |
0 |
$0 |
| 2594868 Ontario Ltd |
Toronto, Ontario, Canada |
Q3 2024 |
0 |
$0 |
| 2605267 Ontario Ltd |
Toronto, Ontario, Canada |
Q3 2020 |
0 |
$0 |
| 2774719 Ontario Ltd |
Toronto, Ontario, Canada |
Q4 2025 |
0 |
$0 |
| 2Xideas US Inc. |
New York, NY |
Q4 2025 |
0 |
$0 |
| 361 CAPITAL LLC |
Denver, CO |
Q1 2021 |
0 |
$0 |
| 36 SOUTH CAPITAL ADVISORS LLP |
London, United Kingdom |
Q3 2021 |
0 |
$0 |
| 3D/L Capital Management, LLC |
Hartford, CT |
Q4 2023 |
0 |
$0 |
| 3I INVESTMENTS PLC |
London Swie 5 Jd, United Kingdom |
Q3 2017 |
0 |
$0 |
| 400 Capital Management LLC |
New York, NY |
Q3 2025 |
0 |
$0 |
| 40|86 Advisors, Inc. |
Carmel, IN |
Q4 2025 |
0 |
$0 |
| 53 HOUSE LLP |
London |
Q4 2025 |
0 |
$0 |
| 53 House SA |
Geneva |
Q4 2025 |
0 |
$0 |
| 55I, LLC |
Boston, MA |
Q4 2025 |
0 |
$0 |
| 683 Capital Partners, LP |
New York, NY |
Q4 2025 |
0 |
$0 |
| 6elm Capital LP |
New York, NY |
Q2 2023 |
0 |
$0 |
| 7x7 Asset Management LLC |
San Francisco, CA |
Q4 2013 |
0 |
$0 |