| Liberty 77 Capital L.P. |
2025 Q3
|
12 Nov 2025, 09:24 |
4
|
$1.22B
|
| Orcam Financial Group |
2025 Q3
|
12 Nov 2025, 16:57 |
55
|
$124M
|
| FJ Investments, LLC |
2025 Q3
|
10 Nov 2025, 19:26 |
5
|
$1.55B
|
| BlackDiamond Wealth Management, LLC |
2025 Q3
|
12 Nov 2025, 08:56 |
175
|
$183M
|
| Varenne Capital Partners |
2025 Q3
|
12 Nov 2025, 14:48 |
21
|
$474M
|
| H&F Corporate Investors X, Ltd. |
2025 Q3
|
12 Nov 2025, 12:50 |
0
|
$0
|
| Catalyst Funds Management Pty Ltd |
2025 Q3
|
12 Nov 2025, 09:32 |
477
|
$659M
|
| R Squared Ltd |
2025 Q3
|
12 Nov 2025, 06:49 |
537
|
$232M
|
| David M. Knott Jr |
2025 Q3
|
12 Nov 2025, 12:40 |
88
|
$239M
|
| Octahedron Capital Management L.P. |
2025 Q3
|
12 Nov 2025, 13:49 |
23
|
$176M
|
| Iyo Bank, Ltd. |
2025 Q3
|
10 Nov 2025, 20:33 |
41
|
$265M
|
| Kim, Llc |
2025 Q3
|
12 Nov 2025, 10:31 |
69
|
$888M
|
| Norwood Investment Partners, LP |
2025 Q3
|
12 Nov 2025, 14:27 |
15
|
$116M
|
| Rpo Llc |
2025 Q3
|
12 Nov 2025, 14:20 |
26
|
$79.5M
|
| Whitefort Capital Management, LP |
2025 Q2 - Restatement
|
12 Nov 2025, 08:16 |
17
|
$259M
|
| Lifeworks Advisors, LLC |
2025 Q3
|
12 Nov 2025, 09:16 |
325
|
$746M
|
| Carmel Capital Management L.L.C. |
2025 Q3
|
12 Nov 2025, 16:53 |
25
|
$329M
|
| Atw Spac Management Llc |
2025 Q3
|
12 Nov 2025, 14:54 |
152
|
$79.2M
|
| Mithril II GP LP |
2025 Q3
|
12 Nov 2025, 16:29 |
3
|
$64.5M
|
| Nuveen, LLC |
2025 Q3
|
12 Nov 2025, 12:32 |
3254
|
$379B
|
| C2C Wealth Management, LLC |
2025 Q3
|
12 Nov 2025, 08:40 |
84
|
$116M
|
| Focus Partners Advisor Solutions, LLC |
2025 Q3
|
12 Nov 2025, 12:30 |
1131
|
$8.82B
|
| WealthTrust Asset Management, LLC |
2025 Q3
|
12 Nov 2025, 09:07 |
83
|
$144M
|
| Fi3 FINANCIAL ADVISORS, LLC |
2025 Q3
|
12 Nov 2025, 11:22 |
159
|
$296M
|
| Bradley & Co. Private Wealth Management, LLC |
2025 Q3
|
12 Nov 2025, 15:48 |
204
|
$181M
|
| Skaana Management L.P. |
2025 Q3
|
12 Nov 2025, 07:08 |
69
|
$228M
|
| Blue Owl Capital Holdings LP |
2025 Q3
|
12 Nov 2025, 09:45 |
72
|
$321M
|
| Fifth Lane Capital, Lp |
2025 Q3
|
12 Nov 2025, 07:08 |
105
|
$99.5M
|
| Orchard Capital Management, LLC |
2025 Q3
|
12 Nov 2025, 16:13 |
43
|
$75.8M
|
| Vancity Investment Management Ltd |
2025 Q3
|
12 Nov 2025, 15:29 |
75
|
$752M
|
| Interchange Capital Partners, LLC |
2025 Q3
|
10 Nov 2025, 21:27 |
365
|
$510M
|
| Bison Wealth, LLC |
2025 Q3
|
12 Nov 2025, 06:22 |
318
|
$1.08B
|
| MWG Management Ltd. |
2025 Q3
|
12 Nov 2025, 17:10 |
3
|
$81.3M
|
| Compton Financial Group, LLC |
2025 Q3
|
12 Nov 2025, 16:21 |
52
|
$415M
|
| Madison Wealth Partners, Inc |
2025 Q3
|
12 Nov 2025, 10:36 |
184
|
$506M
|
| Oakwell Private Wealth Management, LLC |
2025 Q3
|
12 Nov 2025, 13:10 |
78
|
$498M
|
| Mach-1 Financial Group, LLC |
2025 Q3
|
12 Nov 2025, 16:24 |
246
|
$626M
|
| Heron Bay Capital Management |
2025 Q3
|
12 Nov 2025, 16:13 |
109
|
$536M
|
| Kaizen Financial Strategies |
2025 Q3
|
10 Nov 2025, 21:34 |
151
|
$221M
|
| HUB Investment Partners, LLC |
2025 Q3
|
12 Nov 2025, 09:38 |
702
|
$2.72B
|
| Ivy Lane Capital Management, Llc |
2025 Q3
|
12 Nov 2025, 11:33 |
10
|
$89.4M
|
| eCIO, Inc. |
2025 Q3
|
12 Nov 2025, 12:58 |
70
|
$268M
|
| BCGM Wealth Management, LLC |
2025 Q3
|
12 Nov 2025, 11:00 |
172
|
$384M
|
| IAG Wealth Partners, LLC |
2025 Q3
|
12 Nov 2025, 07:00 |
516
|
$833M
|
| SW Investment Management LLC |
2025 Q3
|
12 Nov 2025, 10:41 |
8
|
$467M
|
| Rockbridge Investment Management, LCC |
2025 Q3
|
12 Nov 2025, 11:02 |
133
|
$1.01B
|
| Bellwether Advisors, LLC |
2025 Q3
|
12 Nov 2025, 14:39 |
136
|
$605M
|
| NZS Capital, LLC |
2025 Q3
|
12 Nov 2025, 13:14 |
61
|
$3.27B
|
| Silverarc Capital Management, Llc |
2025 Q3
|
12 Nov 2025, 15:45 |
73
|
$691M
|
| BIOS Capital Management, LP |
2025 Q3
|
12 Nov 2025, 16:51 |
6
|
$88.9M
|
| Walled Lake Planning & Wealth Management, Llc |
2025 Q3
|
12 Nov 2025, 16:28 |
142
|
$304M
|
| Symetra Investment Management Co |
2025 Q3
|
12 Nov 2025, 15:51 |
6
|
$455M
|
| Vesa Equity Investment S.a r.l. |
2025 Q3
|
12 Nov 2025, 16:05 |
0
|
$0
|
| IvyRock Asset Management (HK) Ltd |
2025 Q3
|
10 Nov 2025, 20:53 |
20
|
$233M
|
| Davidson Capital Management Inc. |
2025 Q3
|
12 Nov 2025, 14:21 |
89
|
$448M
|
| Amitell Capital Pte Ltd |
2025 Q3
|
10 Nov 2025, 21:25 |
42
|
$135M
|
| Systematic Alpha Investments, LLC |
2025 Q3
|
12 Nov 2025, 16:35 |
227
|
$3.04B
|
| Total Clarity Wealth Management, Inc. |
2025 Q3
|
10 Nov 2025, 21:19 |
285
|
$376M
|
| Bright Futures Wealth Management, LLC. |
2025 Q3
|
12 Nov 2025, 11:39 |
144
|
$128M
|
| Seven Springs Wealth Group, LLC |
2025 Q3
|
12 Nov 2025, 10:32 |
83
|
$413M
|
| Aprio Wealth Management, LLC |
2025 Q3
|
12 Nov 2025, 10:01 |
437
|
$1.01B
|
| Ballast Advisors Llc |
2025 Q3
|
12 Nov 2025, 11:06 |
180
|
$363M
|
| SoftVest Advisors, LLC |
2025 Q3
|
12 Nov 2025, 16:04 |
2
|
$481M
|
| Tao Capital Management LP |
2025 Q3
|
12 Nov 2025, 10:10 |
10
|
$132M
|
| Verde Capital Management |
2025 Q3
|
12 Nov 2025, 09:37 |
68
|
$451M
|
| H&H Retirement Design & Management INC |
2025 Q3
|
12 Nov 2025, 16:41 |
81
|
$188M
|
| Hohimer Wealth Management, Llc |
2025 Q3
|
10 Nov 2025, 19:00 |
343
|
$715M
|
| Soltis Investment Advisors LLC |
2025 Q3
|
12 Nov 2025, 10:19 |
475
|
$1.45B
|
| DCF Advisers, LLC |
2025 Q3
|
12 Nov 2025, 16:06 |
79
|
$264M
|
| 360 Financial, Inc. |
2025 Q3
|
10 Nov 2025, 21:36 |
85
|
$301M
|
| Great Lakes Retirement, Inc. |
2025 Q3
|
12 Nov 2025, 14:56 |
199
|
$916M
|
| Aufman Associates Inc |
2025 Q3
|
12 Nov 2025, 11:40 |
66
|
$178M
|
| Perennial Investment Advisors, LLC |
2025 Q3
|
12 Nov 2025, 17:16 |
475
|
$1.21B
|
| One Charles Private Wealth Services, LLC |
2025 Q3
|
12 Nov 2025, 14:43 |
167
|
$381M
|
| Epiq Partners, Llc |
2025 Q3
|
12 Nov 2025, 12:11 |
74
|
$212M
|
| Kirkoswald Asset Management LLC |
2025 Q3
|
12 Nov 2025, 09:52 |
0
|
$0
|
| FountainVest China Capital Partners GP3 Ltd. |
2025 Q3
|
12 Nov 2025, 09:21 |
2
|
$1.36B
|
| Blueprint Investment Partners LLC |
2025 Q3
|
12 Nov 2025, 13:30 |
121
|
$712M
|
| Kingsview Wealth Management, LLC |
2025 Q3
|
12 Nov 2025, 11:07 |
1191
|
$6.55B
|
| Technology Crossover Management X, Ltd. |
2025 Q3
|
12 Nov 2025, 16:03 |
7
|
$1.19B
|
| Builders Vision, LLC |
2025 Q3
|
12 Nov 2025, 11:03 |
0
|
$0
|
| Newlight Partners LP |
2025 Q3
|
12 Nov 2025, 16:11 |
0
|
$0
|
| Weaver Consulting Group |
2025 Q3
|
10 Nov 2025, 18:29 |
264
|
$393M
|
| PSI Advisors, LLC |
2025 Q3
|
12 Nov 2025, 15:44 |
137
|
$388M
|
| Roubaix Capital, LLC |
2025 Q3
|
12 Nov 2025, 13:25 |
47
|
$215M
|
| Meridian Wealth Advisors, LLC |
2025 Q3
|
12 Nov 2025, 09:58 |
186
|
$704M
|
| Omega Financial Group, LLC |
2025 Q3
|
12 Nov 2025, 11:00 |
100
|
$297M
|
| Miramar Capital, LLC |
2025 Q3
|
12 Nov 2025, 12:57 |
58
|
$451M
|
| Advisor OS, LLC |
2025 Q3
|
10 Nov 2025, 21:30 |
466
|
$1.16B
|
| H&F Corporate Investors IX, Ltd. |
2025 Q3
|
12 Nov 2025, 12:52 |
1
|
$83.9M
|
| H&F Corporate Investors VIII, Ltd. |
2025 Q3
|
12 Nov 2025, 12:42 |
1
|
$286M
|
| London & Capital Asset Management Ltd |
2025 Q3
|
12 Nov 2025, 10:54 |
81
|
$1.4B
|
| Artemis Wealth Advisors, LLC |
2025 Q3
|
12 Nov 2025, 16:37 |
37
|
$588M
|
| Robertson Stephens Wealth Management, LLC |
2025 Q3
|
12 Nov 2025, 13:45 |
530
|
$3.31B
|
| Act Two Investors LLC |
2025 Q3
|
12 Nov 2025, 09:19 |
39
|
$564M
|
| Aisling Capital Management LP |
2025 Q3
|
12 Nov 2025, 13:13 |
14
|
$456M
|
| Trivium Point Advisory, LLC |
2025 Q3
|
12 Nov 2025, 09:52 |
346
|
$979M
|
| Geo Capital Gestora de Recursos Ltd |
2025 Q3
|
12 Nov 2025, 15:54 |
38
|
$54.6M
|
| Easterly Investment Partners Llc |
2025 Q3
|
12 Nov 2025, 09:32 |
199
|
$1.48B
|
| New Age Alpha Advisors, LLC |
2025 Q3
|
12 Nov 2025, 11:25 |
796
|
$2.38B
|