| 12 Nov 2025, 13:20:06 |
Seven Grand Managers, Llc |
2025 Q3
|
99
|
$1.23B
|
| 12 Nov 2025, 09:17:04 |
Barnes Pettey Financial Advisors, Llc |
2025 Q3
|
126
|
$182M
|
| 12 Nov 2025, 08:51:34 |
Magma Venture Partners General Partner Ltd. |
2025 Q3
|
3
|
$99M
|
| 12 Nov 2025, 11:45:40 |
POM Investment Strategies, LLC |
2025 Q3
|
203
|
$184M
|
| 12 Nov 2025, 09:52:09 |
Pinnacle Financial Group, LLC / IL |
2025 Q3
|
108
|
$331M
|
| 12 Nov 2025, 14:55:45 |
FSA Advisors, Inc. |
2025 Q3
|
141
|
$126M
|
| 12 Nov 2025, 09:24:09 |
Liberty 77 Capital L.P. |
2025 Q3
|
4
|
$1.22B
|
| 12 Nov 2025, 16:57:09 |
Orcam Financial Group |
2025 Q3
|
55
|
$124M
|
| 10 Nov 2025, 19:26:52 |
FJ Investments, LLC |
2025 Q3
|
5
|
$1.55B
|
| 12 Nov 2025, 08:56:47 |
BlackDiamond Wealth Management, LLC |
2025 Q3
|
175
|
$183M
|
| 12 Nov 2025, 14:48:52 |
Varenne Capital Partners |
2025 Q3
|
21
|
$474M
|
| 12 Nov 2025, 12:50:43 |
H&F Corporate Investors X, Ltd. |
2025 Q3
|
0
|
$0
|
| 12 Nov 2025, 09:32:06 |
Catalyst Funds Management Pty Ltd |
2025 Q3
|
477
|
$659M
|
| 12 Nov 2025, 06:49:55 |
R Squared Ltd |
2025 Q3
|
537
|
$232M
|
| 12 Nov 2025, 12:40:51 |
David M. Knott Jr |
2025 Q3
|
88
|
$239M
|
| 12 Nov 2025, 13:49:27 |
Octahedron Capital Management L.P. |
2025 Q3
|
23
|
$176M
|
| 10 Nov 2025, 20:33:51 |
Iyo Bank, Ltd. |
2025 Q3
|
41
|
$265M
|
| 12 Nov 2025, 10:31:36 |
Kim, Llc |
2025 Q3
|
69
|
$888M
|
| 12 Nov 2025, 14:27:55 |
Norwood Investment Partners, LP |
2025 Q3
|
15
|
$116M
|
| 12 Nov 2025, 14:20:00 |
Rpo Llc |
2025 Q3
|
26
|
$79.5M
|
| 12 Nov 2025, 08:16:41 |
Whitefort Capital Management, LP |
2025 Q2 - Restatement
|
17
|
$259M
|
| 12 Nov 2025, 09:16:55 |
Lifeworks Advisors, LLC |
2025 Q3
|
325
|
$746M
|
| 12 Nov 2025, 16:53:02 |
Carmel Capital Management L.L.C. |
2025 Q3
|
25
|
$329M
|
| 12 Nov 2025, 14:54:18 |
Atw Spac Management Llc |
2025 Q3
|
152
|
$79.2M
|
| 12 Nov 2025, 16:29:29 |
Mithril II GP LP |
2025 Q3
|
3
|
$64.5M
|
| 12 Nov 2025, 12:32:05 |
Nuveen, LLC |
2025 Q3
|
3254
|
$379B
|
| 12 Nov 2025, 08:40:27 |
C2C Wealth Management, LLC |
2025 Q3
|
84
|
$116M
|
| 12 Nov 2025, 12:30:10 |
Focus Partners Advisor Solutions, LLC |
2025 Q3
|
1131
|
$8.82B
|
| 12 Nov 2025, 09:07:06 |
WealthTrust Asset Management, LLC |
2025 Q3
|
83
|
$144M
|
| 12 Nov 2025, 11:22:07 |
Fi3 FINANCIAL ADVISORS, LLC |
2025 Q3
|
159
|
$296M
|
| 12 Nov 2025, 15:48:28 |
Bradley & Co. Private Wealth Management, LLC |
2025 Q3
|
204
|
$181M
|
| 12 Nov 2025, 07:08:19 |
Skaana Management L.P. |
2025 Q3
|
69
|
$228M
|
| 12 Nov 2025, 09:45:18 |
Blue Owl Capital Holdings LP |
2025 Q3
|
72
|
$321M
|
| 12 Nov 2025, 07:08:19 |
Fifth Lane Capital, Lp |
2025 Q3
|
105
|
$99.5M
|
| 12 Nov 2025, 16:13:51 |
Orchard Capital Management, LLC |
2025 Q3
|
43
|
$75.8M
|
| 12 Nov 2025, 15:29:06 |
Vancity Investment Management Ltd |
2025 Q3
|
75
|
$752M
|
| 10 Nov 2025, 21:27:14 |
Interchange Capital Partners, LLC |
2025 Q3
|
365
|
$510M
|
| 12 Nov 2025, 06:22:25 |
Bison Wealth, LLC |
2025 Q3
|
318
|
$1.08B
|
| 12 Nov 2025, 17:10:38 |
MWG Management Ltd. |
2025 Q3
|
3
|
$81.3M
|
| 12 Nov 2025, 16:21:04 |
Compton Financial Group, LLC |
2025 Q3
|
52
|
$415M
|
| 12 Nov 2025, 10:36:03 |
Madison Wealth Partners, Inc |
2025 Q3
|
184
|
$506M
|
| 12 Nov 2025, 13:10:28 |
Oakwell Private Wealth Management, LLC |
2025 Q3
|
78
|
$498M
|
| 12 Nov 2025, 16:24:18 |
Mach-1 Financial Group, LLC |
2025 Q3
|
246
|
$626M
|
| 12 Nov 2025, 16:13:46 |
Heron Bay Capital Management |
2025 Q3
|
109
|
$536M
|
| 10 Nov 2025, 21:34:01 |
Kaizen Financial Strategies |
2025 Q3
|
151
|
$221M
|
| 12 Nov 2025, 09:38:52 |
HUB Investment Partners, LLC |
2025 Q3
|
702
|
$2.72B
|
| 12 Nov 2025, 11:33:55 |
Ivy Lane Capital Management, Llc |
2025 Q3
|
10
|
$89.4M
|
| 12 Nov 2025, 12:58:30 |
eCIO, Inc. |
2025 Q3
|
70
|
$268M
|
| 12 Nov 2025, 11:00:05 |
BCGM Wealth Management, LLC |
2025 Q3
|
172
|
$384M
|
| 12 Nov 2025, 07:00:57 |
IAG Wealth Partners, LLC |
2025 Q3
|
516
|
$833M
|
| 12 Nov 2025, 10:41:32 |
SW Investment Management LLC |
2025 Q3
|
8
|
$467M
|
| 12 Nov 2025, 11:02:25 |
Rockbridge Investment Management, LCC |
2025 Q3
|
133
|
$1.01B
|
| 12 Nov 2025, 14:39:13 |
Bellwether Advisors, LLC |
2025 Q3
|
136
|
$605M
|
| 12 Nov 2025, 13:14:13 |
NZS Capital, LLC |
2025 Q3
|
61
|
$3.27B
|
| 12 Nov 2025, 15:45:15 |
Silverarc Capital Management, Llc |
2025 Q3
|
73
|
$691M
|
| 12 Nov 2025, 16:51:54 |
BIOS Capital Management, LP |
2025 Q3
|
6
|
$88.9M
|
| 12 Nov 2025, 16:28:11 |
Walled Lake Planning & Wealth Management, Llc |
2025 Q3
|
142
|
$304M
|
| 12 Nov 2025, 15:51:50 |
Symetra Investment Management Co |
2025 Q3
|
6
|
$455M
|
| 12 Nov 2025, 16:05:03 |
Vesa Equity Investment S.a r.l. |
2025 Q3
|
0
|
$0
|
| 10 Nov 2025, 20:53:23 |
IvyRock Asset Management (HK) Ltd |
2025 Q3
|
20
|
$233M
|
| 12 Nov 2025, 14:21:14 |
Davidson Capital Management Inc. |
2025 Q3
|
89
|
$448M
|
| 10 Nov 2025, 21:25:02 |
Amitell Capital Pte Ltd |
2025 Q3
|
42
|
$135M
|
| 12 Nov 2025, 16:35:48 |
Systematic Alpha Investments, LLC |
2025 Q3
|
227
|
$3.04B
|
| 10 Nov 2025, 21:19:40 |
Total Clarity Wealth Management, Inc. |
2025 Q3
|
285
|
$376M
|
| 12 Nov 2025, 11:39:35 |
Bright Futures Wealth Management, LLC. |
2025 Q3
|
144
|
$128M
|
| 12 Nov 2025, 10:32:50 |
Seven Springs Wealth Group, LLC |
2025 Q3
|
83
|
$413M
|
| 12 Nov 2025, 10:01:38 |
Aprio Wealth Management, LLC |
2025 Q3
|
437
|
$1.01B
|
| 12 Nov 2025, 11:06:39 |
Ballast Advisors Llc |
2025 Q3
|
180
|
$363M
|
| 12 Nov 2025, 16:04:07 |
SoftVest Advisors, LLC |
2025 Q3
|
2
|
$481M
|
| 12 Nov 2025, 10:10:35 |
Tao Capital Management LP |
2025 Q3
|
10
|
$132M
|
| 12 Nov 2025, 09:37:27 |
Verde Capital Management |
2025 Q3
|
68
|
$451M
|
| 12 Nov 2025, 16:41:51 |
H&H Retirement Design & Management INC |
2025 Q3
|
81
|
$188M
|
| 10 Nov 2025, 19:00:33 |
Hohimer Wealth Management, Llc |
2025 Q3
|
343
|
$715M
|
| 12 Nov 2025, 10:19:01 |
Soltis Investment Advisors LLC |
2025 Q3
|
475
|
$1.45B
|
| 12 Nov 2025, 16:06:03 |
DCF Advisers, LLC |
2025 Q3
|
79
|
$264M
|
| 10 Nov 2025, 21:36:19 |
360 Financial, Inc. |
2025 Q3
|
85
|
$301M
|
| 12 Nov 2025, 14:56:12 |
Great Lakes Retirement, Inc. |
2025 Q3
|
199
|
$916M
|
| 12 Nov 2025, 11:40:31 |
Aufman Associates Inc |
2025 Q3
|
66
|
$178M
|
| 12 Nov 2025, 17:16:56 |
Perennial Investment Advisors, LLC |
2025 Q3
|
475
|
$1.21B
|
| 12 Nov 2025, 14:43:21 |
One Charles Private Wealth Services, LLC |
2025 Q3
|
167
|
$381M
|
| 12 Nov 2025, 12:11:17 |
Epiq Partners, Llc |
2025 Q3
|
74
|
$212M
|
| 12 Nov 2025, 09:52:09 |
Kirkoswald Asset Management LLC |
2025 Q3
|
0
|
$0
|
| 12 Nov 2025, 09:21:00 |
FountainVest China Capital Partners GP3 Ltd. |
2025 Q3
|
2
|
$1.36B
|
| 12 Nov 2025, 13:30:03 |
Blueprint Investment Partners LLC |
2025 Q3
|
121
|
$712M
|
| 12 Nov 2025, 11:07:58 |
Kingsview Wealth Management, LLC |
2025 Q3
|
1191
|
$6.55B
|
| 12 Nov 2025, 16:03:00 |
Technology Crossover Management X, Ltd. |
2025 Q3
|
7
|
$1.19B
|
| 12 Nov 2025, 11:03:15 |
Builders Vision, LLC |
2025 Q3
|
0
|
$0
|
| 12 Nov 2025, 16:11:42 |
Newlight Partners LP |
2025 Q3
|
0
|
$0
|
| 10 Nov 2025, 18:29:56 |
Weaver Consulting Group |
2025 Q3
|
264
|
$393M
|
| 12 Nov 2025, 15:44:03 |
PSI Advisors, LLC |
2025 Q3
|
137
|
$388M
|
| 12 Nov 2025, 13:25:30 |
Roubaix Capital, LLC |
2025 Q3
|
47
|
$215M
|
| 12 Nov 2025, 09:58:16 |
Meridian Wealth Advisors, LLC |
2025 Q3
|
186
|
$704M
|
| 12 Nov 2025, 11:00:05 |
Omega Financial Group, LLC |
2025 Q3
|
100
|
$297M
|
| 12 Nov 2025, 12:57:07 |
Miramar Capital, LLC |
2025 Q3
|
58
|
$451M
|
| 10 Nov 2025, 21:30:46 |
Advisor OS, LLC |
2025 Q3
|
466
|
$1.16B
|
| 12 Nov 2025, 12:52:16 |
H&F Corporate Investors IX, Ltd. |
2025 Q3
|
1
|
$83.9M
|
| 12 Nov 2025, 12:42:13 |
H&F Corporate Investors VIII, Ltd. |
2025 Q3
|
1
|
$286M
|
| 12 Nov 2025, 10:54:58 |
London & Capital Asset Management Ltd |
2025 Q3
|
81
|
$1.4B
|
| 12 Nov 2025, 16:37:41 |
Artemis Wealth Advisors, LLC |
2025 Q3
|
37
|
$588M
|
| 12 Nov 2025, 13:45:08 |
Robertson Stephens Wealth Management, LLC |
2025 Q3
|
530
|
$3.31B
|