| Warther Private Wealth, LLC |
2025 Q3
|
11/14/2025, 04:44 PM |
50
|
$423M
|
| Enavate Sciences GP, LLC |
2025 Q3
|
11/14/2025, 04:16 PM |
7
|
$328M
|
| SWAN Capital LLC |
2025 Q3
|
11/14/2025, 05:03 PM |
491
|
$247M
|
| MGO Private Wealth, LLC |
2025 Q3
|
11/14/2025, 08:46 AM |
67
|
$167M
|
| Stempoint Capital Lp |
2025 Q3
|
11/14/2025, 10:59 AM |
76
|
$496M
|
| Integrity Wealth Advisors, Inc. |
2025 Q3
|
11/14/2025, 04:40 PM |
75
|
$278M
|
| 26North Partners LP |
2025 Q3
|
11/14/2025, 04:14 PM |
1
|
$69.1M
|
| Decagon Asset Management LLP |
2025 Q3
|
11/14/2025, 09:37 AM |
56
|
$189M
|
| Panoramic Capital, LLC |
2025 Q3
|
11/14/2025, 05:01 PM |
42
|
$158M
|
| Praetorian PR LLC |
2025 Q3
|
11/14/2025, 10:43 AM |
12
|
$165M
|
| Point72 Middle East FZE |
2025 Q3
|
11/14/2025, 04:15 PM |
0
|
$0
|
| Spahn Wealth & Retirement LLC |
2025 Q1
|
11/13/2025, 06:42 PM |
33
|
$136M
|
| Spahn Wealth & Retirement LLC |
2025 Q2
|
11/13/2025, 06:21 PM |
34
|
$155M
|
| Spahn Wealth & Retirement LLC |
2025 Q3
|
11/13/2025, 06:10 PM |
37
|
$169M
|
| Avala Global LP |
2025 Q3
|
11/14/2025, 04:03 PM |
29
|
$2.42B
|
| Corient Private Wealth LLC |
2025 Q3
|
11/14/2025, 01:10 PM |
2529
|
$63.1B
|
| MVM Partners, LLC |
2025 Q3
|
11/14/2025, 04:12 PM |
1
|
$21.8M
|
| Sonnipe Ltd |
2025 Q3
|
11/14/2025, 04:30 PM |
1
|
$395M
|
| Naman Capital Ltda |
2025 Q3
|
11/14/2025, 12:57 PM |
12
|
$356M
|
| Davis Asset Management, L.P. |
2025 Q3
|
11/14/2025, 12:21 PM |
31
|
$2.81B
|
| Atlas Merchant Capital LLC |
2025 Q3
|
11/14/2025, 08:47 AM |
7
|
$226M
|
| Atlas Merchant Capital LLC |
2025 Q2 - New Holdings
|
11/14/2025, 08:45 AM |
1
|
$324M
|
| Forest Avenue Capital Management LP |
2025 Q3
|
11/14/2025, 09:56 AM |
21
|
$1.33B
|
| Hook Mill Capital Partners, LP |
2025 Q3
|
11/14/2025, 01:13 PM |
38
|
$1.09B
|
| Lmdagg, L.L.C. |
2025 Q3
|
11/14/2025, 04:14 PM |
3
|
$74.7M
|
| Azimuth Capital Investment Management LLC |
2025 Q3
|
11/14/2025, 09:31 AM |
297
|
$2.78B
|
| Sagard Holdings Management Inc. |
2025 Q3
|
11/14/2025, 07:33 AM |
107
|
$20M
|
| Advanced Portfolio Management, LLC |
2025 Q3
|
11/14/2025, 11:14 AM |
128
|
$35.5M
|
| ADAR1 Capital Management, LLC |
2025 Q3
|
11/14/2025, 02:40 PM |
199
|
$1B
|
| GCM Grosvenor Holdings, LLC |
2025 Q3
|
11/14/2025, 01:01 PM |
22
|
$658M
|
| 4D Advisors, LLC |
2025 Q3
|
11/14/2025, 04:57 PM |
33
|
$188M
|
| Artia Global Partners LP |
2025 Q3
|
11/14/2025, 01:16 PM |
48
|
$568M
|
| Artia Global Partners LP |
2025 Q3 - Restatement
|
11/14/2025, 04:00 PM |
48
|
$568M
|
| Breakout Capital Partners, LP |
2025 Q3
|
11/14/2025, 04:00 PM |
7
|
$135M
|
| XY Capital Ltd |
2025 Q3
|
11/13/2025, 09:12 PM |
67
|
$120M
|
| Superstring Capital Management Lp |
2025 Q3
|
11/14/2025, 12:17 PM |
35
|
$102M
|
| W Advisors, Llc |
2025 Q3
|
11/14/2025, 12:32 PM |
138
|
$190M
|
| Irenic Capital Management LP |
2025 Q3
|
11/14/2025, 04:32 PM |
20
|
$509M
|
| Samsung C&T Corp |
2025 Q3
|
11/14/2025, 06:20 AM |
1
|
$187M
|
| Epacria Capital Partners, Llc |
2025 Q3
|
11/13/2025, 07:05 PM |
34
|
$123M
|
| ATLAS Infrastructure Partners (UK) Ltd. |
2025 Q3
|
11/14/2025, 04:00 PM |
9
|
$1.86B
|
| Bond Capital Management, LP |
2025 Q3
|
11/13/2025, 06:00 PM |
5
|
$207M
|
| Grafton Street Partners Fund, LP |
2025 Q3
|
11/14/2025, 08:29 AM |
10
|
$186M
|
| Braidwell Lp |
2025 Q3
|
11/14/2025, 04:07 PM |
73
|
$3.37B
|
| iSAM Funds (UK) Ltd |
2025 Q3
|
11/14/2025, 07:04 AM |
600
|
$487M
|
| Carter Financial Group, INC. |
2025 Q3
|
11/14/2025, 10:26 AM |
116
|
$166M
|
| ParaFi Capital LP |
2025 Q3
|
11/14/2025, 04:45 PM |
11
|
$460M
|
| Decade Renewable Partners Lp |
2025 Q3
|
11/14/2025, 01:11 PM |
0
|
$0
|
| Northeast Planning Associates, Inc. / Nh / |
2025 Q3
|
11/14/2025, 12:57 PM |
51
|
$118M
|
| Hernani LP |
2025 Q3
|
11/14/2025, 06:36 AM |
2
|
$7.7M
|
| Vienna Asset Management LLC |
2025 Q3
|
11/13/2025, 05:34 PM |
54
|
$168M
|
| Graham Holdings Co Master Retirement Trust |
2025 Q3
|
11/14/2025, 04:17 PM |
2
|
$736M
|
| Leo Wealth, LLC |
2025 Q3
|
11/14/2025, 01:20 PM |
286
|
$771M
|
| McDonough Capital Management, Inc |
2025 Q3
|
11/14/2025, 12:18 PM |
52
|
$179M
|
| Post Oak Energy Holdings, LLC |
2025 Q3
|
11/14/2025, 02:23 PM |
1
|
$269M
|
| Concorde Financial Corp |
2025 Q3
|
11/14/2025, 10:12 AM |
36
|
$180M
|
| KRYGER CAPITAL Ltd |
2025 Q3
|
11/14/2025, 11:14 AM |
32
|
$866M
|
| Sovereign's Capital Management, LLC |
2025 Q3
|
11/14/2025, 09:06 AM |
78
|
$184M
|
| Kinetic Partners Management, LP |
2025 Q3
|
11/14/2025, 04:09 PM |
42
|
$2.06B
|
| Meros Investment Management, LP |
2025 Q3
|
11/14/2025, 02:53 PM |
43
|
$234M
|
| Josh Arnold Investment Consultant, Llc |
2025 Q3
|
11/14/2025, 04:45 PM |
13
|
$124M
|
| UNC Management Company, Inc. |
2025 Q3
|
11/14/2025, 04:20 PM |
4
|
$889M
|
| Paradigm Operations LP |
2025 Q3
|
11/14/2025, 06:16 AM |
2
|
$1.87B
|
| Radcliff Management LLC |
2025 Q3
|
11/14/2025, 01:55 PM |
1
|
$353M
|
| Evergreen Venture Partners Ltd. |
2025 Q3
|
11/14/2025, 08:00 AM |
1
|
$68.4M
|
| Vance Wealth, Llc |
2025 Q3
|
11/14/2025, 04:13 PM |
116
|
$325M
|
| Corton Capital Inc. |
2025 Q3
|
11/14/2025, 09:05 AM |
189
|
$40.7M
|
| Prosperity Consulting Group, LLC |
2025 Q3
|
11/14/2025, 03:27 PM |
491
|
$2.03B
|
| Intrinsic Value Partners, LLC |
2025 Q3
|
11/14/2025, 03:07 PM |
67
|
$123M
|
| Ritter Alpha, LP |
2025 Q3
|
11/14/2025, 04:38 PM |
10
|
$1.92M
|
| Troluce Capital Advisors LLC |
2025 Q3
|
11/14/2025, 05:05 PM |
21
|
$282M
|
| Greycroft LP |
2025 Q3
|
11/14/2025, 04:20 PM |
13
|
$113M
|
| Guardian Wealth Management, Inc. |
2025 Q3
|
11/14/2025, 09:03 AM |
61
|
$169M
|
| Cardiff Park Advisors, Llc |
2025 Q3
|
11/14/2025, 04:54 PM |
378
|
$1.3B
|
| Herbst Group, Llc |
2025 Q3
|
11/14/2025, 12:02 PM |
51
|
$161M
|
| Kids Capital Management, L.P. |
2025 Q3
|
11/14/2025, 11:13 AM |
12
|
$127M
|
| Blue Door Asset Management, LLC |
2025 Q3
|
11/14/2025, 10:40 AM |
23
|
$177M
|
| Barrier Capital Management, LLC |
2025 Q3
|
11/14/2025, 01:09 PM |
12
|
$135M
|
| Promethos Capital, LLC |
2025 Q3
|
11/14/2025, 01:29 PM |
42
|
$373M
|
| Allie Family Office LLC |
2025 Q3
|
11/14/2025, 03:49 PM |
99
|
$208M
|
| Newlands Management Operations LLC |
2025 Q3
|
11/14/2025, 07:45 AM |
25
|
$21.1B
|
| Alapocas Investment Partners, Inc. |
2025 Q3
|
11/14/2025, 05:29 PM |
19
|
$146M
|
| In-Depth Partners, LLC |
2025 Q3
|
11/13/2025, 05:49 PM |
9
|
$94.3M
|
| Laraway Financial Advisors Inc |
2025 Q3
|
11/14/2025, 03:27 PM |
125
|
$146M
|
| Kynam Capital Management, LP |
2025 Q3
|
11/14/2025, 12:02 PM |
35
|
$1.34B
|
| NCM Capital Management, LLC |
2025 Q3
|
11/14/2025, 04:42 PM |
183
|
$258M
|
| Matrix Private Capital Group Llc |
2025 Q3
|
11/14/2025, 09:00 AM |
130
|
$189M
|
| Widmann Financial Services, Inc. |
2025 Q3
|
11/14/2025, 04:34 PM |
113
|
$159M
|
| Alpine Peaks Capital, LP |
2025 Q3
|
11/14/2025, 10:53 AM |
23
|
$115M
|
| Long Path Partners LP |
2025 Q3
|
11/14/2025, 12:38 PM |
7
|
$277M
|
| VeriStar Capital Management LP |
2025 Q3
|
11/14/2025, 05:07 PM |
0
|
$0
|
| Styrax Capital, LP |
2025 Q3
|
11/14/2025, 02:30 PM |
9
|
$1.36B
|
| Teramo Advisors, LLC |
2025 Q3
|
11/14/2025, 09:49 AM |
13
|
$278M
|
| White Knight Strategic Wealth Advisors, LLC |
2025 Q3
|
11/14/2025, 03:50 PM |
90
|
$127M
|
| Burkehill Global Management, LP |
2025 Q3
|
11/14/2025, 04:13 PM |
139
|
$1.76B
|
| Evergreen Wealth Solutions, LLC |
2025 Q3
|
11/14/2025, 03:38 PM |
130
|
$177M
|
| Wick Capital Partners, LLC |
2025 Q3
|
11/14/2025, 03:48 PM |
117
|
$418M
|
| Royal Capital Wealth Management, LLC |
2025 Q3
|
11/14/2025, 03:55 PM |
90
|
$163M
|
| Tpg Gp A, Llc |
2025 Q3
|
11/14/2025, 03:26 PM |
9
|
$1.84B
|
| Snowden Capital Advisors LLC |
2025 Q3
|
11/14/2025, 03:26 PM |
1235
|
$3.66B
|