| Financial Life Planners |
2025 Q3
|
11/13/2025, 11:55 AM |
357
|
$149M
|
| Baring Fintech Manager Holding Ltd |
2025 Q3
|
11/13/2025, 08:56 AM |
1
|
$1.47B
|
| Baring Fintech Fund III Managers Ltd |
2025 Q3
|
11/13/2025, 08:43 AM |
1
|
$1.18B
|
| Flavin Financial Services, Inc. |
2025 Q3
|
11/12/2025, 07:20 PM |
70
|
$141M
|
| Saiph Capital, LLC |
2025 Q3
|
11/13/2025, 04:30 PM |
71
|
$268M
|
| Brentview Investment Management LLC |
2025 Q3
|
11/13/2025, 11:31 AM |
65
|
$219M
|
| Orvieto Partners, L.P. |
2025 Q3
|
11/13/2025, 09:43 AM |
40
|
$118M
|
| Wilmar Advisors LLC |
2025 Q3
|
11/13/2025, 01:00 PM |
23
|
$122M
|
| Graney & King, LLC |
2025 Q3
|
11/12/2025, 05:33 PM |
350
|
$144M
|
| Ring Mountain Capital, LLC |
2025 Q3
|
11/13/2025, 01:06 PM |
99
|
$181M
|
| VSM Wealth Advisory, LLC |
2025 Q3
|
11/12/2025, 08:47 PM |
440
|
$321M
|
| Empower Harvest Management Services, Inc. |
2025 Q3
|
11/13/2025, 10:29 AM |
1
|
$116M
|
| Curio Wealth, Llc |
2025 Q3
|
11/12/2025, 08:14 PM |
275
|
$244M
|
| Solano Wealth Investment Advisors LLC |
2025 Q3
|
11/13/2025, 02:31 PM |
34
|
$207M
|
| Mercuria Capital Strategies, LLC |
2025 Q3
|
11/13/2025, 11:21 AM |
10
|
$75.9M
|
| Ag2 R La Mondiale Gestion D'actifs |
2025 Q3
|
11/13/2025, 09:32 AM |
364
|
$1.94B
|
| Sharpepoint Llc |
2025 Q3
|
11/13/2025, 04:09 PM |
42
|
$111M
|
| RD Lewis Holdings, Inc. |
2025 Q3
|
11/13/2025, 01:27 PM |
81
|
$106M
|
| LifePlan Investment Advisors, Inc. |
2025 Q3
|
11/13/2025, 01:40 PM |
112
|
$238M
|
| Baypointe Partners LLC |
2025 Q3
|
11/13/2025, 01:49 PM |
24
|
$219M
|
| Orca Wealth Management, LLC |
2025 Q3
|
11/13/2025, 08:20 AM |
69
|
$132M
|
| Planwiser Financial, Llc |
2025 Q3
|
11/12/2025, 06:32 PM |
48
|
$126M
|
| Novus Advisors, Llc |
2025 Q3
|
11/13/2025, 03:58 PM |
45
|
$43.6M
|
| Wealth Watch Advisors, INC |
2025 Q3
|
11/13/2025, 05:02 PM |
921
|
$243M
|
| Rule One Partners, LLC |
2025 Q3
|
11/13/2025, 03:03 PM |
6
|
$112M
|
| Fieldview Capital Management, LLC |
2025 Q3
|
11/13/2025, 08:39 AM |
383
|
$612M
|
| Integrated Capital Management, LLC |
2025 Q3
|
11/12/2025, 08:13 PM |
58
|
$227M
|
| Panview Capital Ltd |
2025 Q3
|
11/13/2025, 08:17 AM |
9
|
$235M
|
| Mustico Financial Group, Inc. |
2025 Q3
|
11/13/2025, 10:20 AM |
38
|
$89.8M
|
| Orion Investment Co |
2025 Q3
|
11/13/2025, 09:55 AM |
70
|
$313M
|
| FreeGulliver LLC |
2025 Q3
|
11/13/2025, 01:05 PM |
98
|
$223M
|
| Codex Capital Asset Management L.L.C. |
2025 Q3
|
11/13/2025, 06:30 AM |
30
|
$266M
|
| Wealth High Governance Capital Ltda |
2025 Q3
|
11/13/2025, 04:18 PM |
35
|
$348M
|
| Meridiem Capital Partners LP |
2025 Q3
|
11/13/2025, 05:24 PM |
59
|
$1.45B
|
| Avalon Ventures Management, LLC |
2025 Q3
|
11/13/2025, 05:25 PM |
2
|
$14.2M
|
| Talaria Asset Management Pty Ltd |
2025 Q3
|
11/13/2025, 09:49 AM |
13
|
$556M
|
| Morgan Stanley Institutional Investment Advisors LLC |
2025 Q3
|
11/13/2025, 04:31 PM |
3
|
$832M
|
| Pathway Financial Advisers, LLC |
2025 Q3
|
11/13/2025, 11:01 AM |
376
|
$343M
|
| NCP Inc. |
2025 Q3
|
11/13/2025, 10:33 AM |
51
|
$135M
|
| Charter Oak Advisors LP |
2025 Q3
|
11/13/2025, 10:09 AM |
12
|
$179M
|
| Miller Financial Services LLC |
2025 Q3
|
11/13/2025, 01:50 PM |
113
|
$86.5M
|
| Black Cypress Capital Management, LLC |
2025 Q3
|
11/13/2025, 09:59 AM |
32
|
$133M
|
| Arkhouse Management Co. LP |
2025 Q3
|
11/13/2025, 02:39 PM |
16
|
$35.9M
|
| FTV Management Company, L.P. |
2025 Q3
|
11/13/2025, 04:34 PM |
1
|
$4.45M
|
| Nutshell Asset Management Ltd |
2025 Q3
|
11/13/2025, 08:09 AM |
26
|
$210M
|
| Sienna Gestion |
2025 Q3
|
11/13/2025, 08:42 AM |
159
|
$1.43B
|
| Diversify Advisory Services, LLC |
2025 Q3
|
11/12/2025, 07:16 PM |
869
|
$2.94B
|
| Seven Six Capital Management, LLC |
2025 Q3
|
11/13/2025, 04:31 PM |
26
|
$101M
|
| WealthCollab, LLC |
2025 Q3
|
11/13/2025, 04:57 PM |
972
|
$217M
|
| Multicoin Capital Management, LLC |
2025 Q3
|
11/13/2025, 11:40 AM |
3
|
$274M
|
| Pine Harbor Wealth Management, LLC |
2025 Q3
|
11/13/2025, 12:49 PM |
108
|
$312M
|
| Ravenswood Partners LP |
2025 Q3
|
11/13/2025, 04:54 PM |
36
|
$316M
|
| Triata Capital Ltd |
2025 Q3
|
11/12/2025, 09:28 PM |
15
|
$857M
|
| Aware Super Pty Ltd as trustee of Aware Super |
2025 Q3
|
11/13/2025, 05:06 PM |
232
|
$7.26B
|
| Hobbs Group Advisors, LLC |
2025 Q3
|
11/13/2025, 01:27 PM |
157
|
$321M
|
| Naria Inc. |
2025 Q3
|
11/13/2025, 01:47 PM |
1
|
$416M
|
| FF Advisors,LLC |
2025 Q3
|
11/13/2025, 03:11 PM |
97
|
$209M
|
| Pathstone Holdings, LLC |
2025 Q3
|
11/13/2025, 05:20 PM |
2327
|
$26.2B
|
| Eight 31 Financial, Llc |
2025 Q3
|
11/13/2025, 05:25 PM |
74
|
$177M
|
| LM Advisors LLC |
2025 Q3
|
11/13/2025, 04:38 PM |
207
|
$649M
|
| De Lisle Partners LLP |
2025 Q3
|
11/13/2025, 10:59 AM |
172
|
$814M
|
| GC Wealth Management RIA, LLC |
2025 Q3
|
11/13/2025, 04:38 PM |
848
|
$3.04B
|
| Eaton-Cambridge Inc. |
2025 Q3
|
11/13/2025, 05:22 PM |
42
|
$287M
|
| Maia Wealth LLC |
2025 Q3
|
11/13/2025, 02:27 PM |
337
|
$593M
|
| Winthrop Capital Management, LLC |
2025 Q3
|
11/13/2025, 11:20 AM |
325
|
$413M
|
| Pfc Capital Group, Inc. |
2025 Q3
|
11/13/2025, 11:18 AM |
84
|
$238M
|
| Prevatt Capital Ltd |
2025 Q3
|
11/13/2025, 02:27 PM |
9
|
$294M
|
| Lhm, Inc. |
2025 Q3
|
11/13/2025, 01:08 PM |
22
|
$302M
|
| Monolith Management Ltd |
2025 Q3
|
11/13/2025, 11:50 AM |
17
|
$227M
|
| Cetera Trust Company, N.A |
2025 Q3
|
11/13/2025, 12:32 PM |
353
|
$179M
|
| Siren, L.L.C. |
2025 Q3
|
11/13/2025, 11:06 AM |
115
|
$2.56B
|
| Tribune Investment Group LP |
2025 Q3
|
11/13/2025, 01:51 PM |
21
|
$206M
|
| WIT Partners Advisory Pte. Ltd. |
2025 Q3
|
11/13/2025, 12:32 PM |
13
|
$269M
|
| Helix Partners Management LP |
2025 Q3
|
11/13/2025, 04:09 PM |
7
|
$168M
|
| Anchor @ 65 Pte. Ltd. |
2025 Q3
|
11/13/2025, 12:06 PM |
2
|
$483M
|
| Dixon Mitchell Investment Counsel Inc. |
2025 Q3
|
11/13/2025, 11:19 AM |
75
|
$2.81B
|
| EntryPoint Capital, LLC |
2025 Q3
|
11/13/2025, 09:45 AM |
643
|
$258M
|
| Trv Gp V, Llc |
2025 Q3
|
11/13/2025, 04:15 PM |
3
|
$353M
|
| Trv Gp Vi, Llc |
2025 Q3
|
11/13/2025, 04:15 PM |
3
|
$110M
|
| Prevail Innovative Wealth Advisors, Llc |
2025 Q3
|
11/13/2025, 08:03 AM |
201
|
$515M
|
| Invenio Wealth Partners Llc |
2025 Q3
|
11/13/2025, 04:25 PM |
95
|
$275M
|
| Seven Mile Advisory |
2025 Q3
|
11/13/2025, 03:54 PM |
304
|
$619M
|
| Samjo Management, LLC |
2025 Q3
|
11/13/2025, 11:10 AM |
59
|
$262M
|
| Elevatus Welath Management |
2025 Q3
|
11/13/2025, 01:27 PM |
128
|
$346M
|
| Nemes Rush Group LLC |
2025 Q3
|
11/13/2025, 11:55 AM |
675
|
$1.01B
|
| Sweeney & Michel, Llc |
2025 Q3
|
11/13/2025, 04:33 PM |
137
|
$298M
|
| Entropy Technologies, LP |
2025 Q3
|
11/13/2025, 04:22 PM |
784
|
$1.34B
|
| AyurMaya Capital Management Company, LP |
2025 Q3
|
11/13/2025, 04:00 PM |
1
|
$60.4M
|
| Sellaronda Global Management LP |
2025 Q3
|
11/13/2025, 09:11 AM |
7
|
$113M
|
| Alpha Financial Advisors, LLC |
2025 Q3
|
11/12/2025, 05:57 PM |
62
|
$284M
|
| Perbak Capital Partners LLP |
2025 Q3
|
11/13/2025, 03:00 PM |
288
|
$568M
|
| Vinva Investment Management Ltd |
2025 Q3
|
11/12/2025, 09:06 PM |
421
|
$4.94B
|
| LaSalle St. Investment Advisors, LLC |
2025 Q3
|
11/13/2025, 03:46 PM |
354
|
$558M
|
| Broyhill Asset Management, LLC |
2025 Q3
|
11/13/2025, 04:05 PM |
81
|
$114M
|
| Rivermont Capital Management LP |
2025 Q3
|
11/13/2025, 02:19 PM |
19
|
$379M
|
| BRIGHT VALLEY CAPITAL Ltd |
2025 Q3
|
11/13/2025, 12:25 PM |
11
|
$126M
|
| Financial Freedom, LLC |
2025 Q3
|
11/13/2025, 12:49 PM |
357
|
$201M
|
| Sensible Money, LLC |
2025 Q3
|
11/13/2025, 05:23 PM |
88
|
$294M
|
| Viola Ventures V.C. Management 4 Ltd. |
2025 Q3
|
11/13/2025, 10:16 AM |
3
|
$117M
|
| Alpine Investment Management Ltd |
2025 Q3
|
11/12/2025, 09:42 PM |
4
|
$119M
|