| 10-15 ASSOCIATES, INC. |
Goshen, NY |
Q3 2020
|
93
|
$520 M
|
| 1060 Capital, LLC |
Denver, CO |
Q4 2025
|
7
|
$43 M
|
| 1060 Capital Opportunity Fund, LP |
Denver, CO |
Q2 2022
|
1
|
$0
|
| 10Elms LLP |
Tulsa, OK |
Q4 2025
|
468
|
$110 M
|
| 111 Capital |
Paris, France |
Q4 2025
|
322
|
$460 M
|
| 11.2 CAPITAL MANAGEMENT, LLC |
Las Vegas, NV |
Q4 2025
|
1
|
$170 M
|
| 11 Capital Partners LP |
Darien, CT |
Q4 2025
|
21
|
$360 M
|
| 1248 Management, LLC |
Kansas City, MO |
Q4 2025
|
157
|
$190 M
|
| 12th Street Asset Management Company, LLC |
Nashville, TN |
Q4 2025
|
32
|
$610 M
|
| 12 West Capital Management LP |
New York, NY |
Q4 2025
|
18
|
$840 M
|
| 13D Management LLC |
New York, NY |
Q4 2025
|
16
|
$84 M
|
| 140 Summer Partners LP |
New York, NY |
Q4 2025
|
22
|
$1.4 B
|
| 1492 Capital Management LLC |
Milwaukee, WI |
Q4 2025
|
117
|
$260 M
|
| 14B Captial Management LP |
La Jolla, CA |
Q4 2025
|
18
|
$120 M
|
| 1607 Capital Partners, LLC |
Richmond, VA |
Q4 2025
|
126
|
$1.5 B
|
| 1620 INVESTMENT ADVISORS, INC. |
Plymouth, MA |
Q4 2025
|
647
|
$150 M
|
| 1623 Capital LLC |
Alexandria, VA |
Q3 2025
|
1
|
$0
|
| 1776 Wealth LLC |
Atlanta, GA |
Q4 2025
|
141
|
$270 M
|
| 17 CAPITAL PARTNERS, LLC |
Pheonix, AZ |
Q4 2025
|
162
|
$190 M
|
| 180 GPS Investments IC Ltd |
St Peter Port, Guernsey |
Q4 2025
|
20
|
$130 M
|
| 180 WEALTH ADVISORS, LLC |
Federal Way, WA |
Q4 2025
|
471
|
$880 M
|
| 1832 Asset Management L.P. |
Toronto, Ontario, Canada |
Q4 2025
|
687
|
$130 B
|
| 1834 INVESTMENT ADVISORS CO |
Milwaukee, WI |
Q4 2025
|
204
|
$800 M
|
| 1858 WEALTH MANAGEMENT, LLC |
Akron, OH |
Q3 2025
|
113
|
$140 M
|
| 1888 Investments, LLC |
Denver, CO |
Q4 2025
|
2
|
$10 M
|
| 1900 WEALTH MANAGEMENT LLC |
San Antonio, TX |
Q4 2025
|
241
|
$1.6 B
|
| 1922 Investment Co LLC |
Houston, TX |
Q4 2025
|
4
|
$3.3 M
|
| 1 NORTH WEALTH SERVICES LLC |
Annapolis, MD |
Q4 2025
|
279
|
$280 M
|
| 1st Global Advisors, Inc. |
Dallas, TX |
Q2 2017
|
504
|
$870 M
|
| 1ST SOURCE BANK |
South Bend, IN |
Q4 2025
|
412
|
$1.9 B
|
| 2018 Madaket Sunset Investment Trust |
Gladwyne, PA |
Q3 2023
|
1
|
$0
|
| 2018 Maxey Pond Investment Trust |
Gladwyne, PA |
Q3 2023
|
1
|
$0
|
| 20/20 Capital Management, Inc. |
Costa Mesa, CA |
Q2 2021
|
167
|
$390 M
|
| 21 West Wealth Management LLC |
Tustin, CA |
Q4 2025
|
62
|
$110 M
|
| 22C Capital LLC |
Boca Raton, FL |
Q4 2025
|
1
|
$160 M
|
| 22NW, LP |
Seattle, WA |
Q4 2025
|
20
|
$240 M
|
| 25 LLC |
St. Louis, MO |
Q4 2025
|
71
|
$320 M
|
| 26North Partners LP |
New York, NY |
Q4 2025
|
1
|
$71 M
|
| 272 Capital LP |
Dallas, TX |
Q4 2025
|
1
|
$40 M
|
| 2Xideas AG |
Kusnacht, Switzerland |
Q4 2025
|
50
|
$360 M
|
| 300 NORTH CAPITAL, LLC |
Pasadena, CA |
Q2 2015
|
47
|
$16 M
|
| 325 CAPITAL LLC |
New York, NY |
Q4 2025
|
13
|
$290 M
|
| 360 Financial, Inc. |
Wayzata, MN |
Q4 2025
|
77
|
$330 M
|
| 361 CAPITAL LLC |
Denver, CO |
Q2 2020
|
299
|
$210 M
|
| 36 SOUTH CAPITAL ADVISORS LLP |
London, United Kingdom |
Q3 2021
|
11
|
$3.8 B
|
| 3Chopt Investment Partners, LLC |
Richmond, VA |
Q4 2025
|
231
|
$450 M
|
| 3D ASSET MANAGEMENT, INC |
Hartford, CT |
Q3 2020
|
76
|
$360 M
|
| 3D/L Capital Management, LLC |
Hartford, CT |
Q4 2023
|
1
|
$0
|
| 3EDGE Asset Management, LP |
Naples, FL |
Q4 2025
|
94
|
$1.9 B
|
| 3G Capital Partners LP |
New York, NY |
Q4 2025
|
13
|
$420 M
|
| 3I INVESTMENTS PLC |
London Swie 5jd, United Kingdom |
Q3 2017
|
1
|
$0
|
| 400 Capital Management LLC |
New York, NY |
Q3 2025
|
3
|
$1.4 B
|
| 440 INVESTMENT GROUP, LLC |
Overland Park, KS |
Q4 2017
|
110
|
$140 M
|
| 44 WEALTH MANAGEMENT LLC |
Eugene, OR |
Q4 2025
|
196
|
$300 M
|
| 46 Peaks LLC |
Newtown, PA |
Q4 2025
|
24
|
$140 M
|
| 49 WEALTH MANAGEMENT, LLC |
Austin, TX |
Q4 2025
|
200
|
$1.2 B
|
| 4D Advisors, LLC |
Redondo Beach, CA |
Q4 2025
|
37
|
$180 M
|
| 4J Wealth Management LLC |
Mclean, VA |
Q4 2025
|
98
|
$170 M
|
| 4Thought Financial Group Inc. |
Syosset, NY |
Q4 2025
|
90
|
$200 M
|
| 4WEALTH ADVISORS, INC. |
Burr Ridge, IL |
Q4 2025
|
147
|
$120 M
|
| 53 HOUSE LLP |
London, United Kingdom |
Q4 2025
|
1
|
$0
|
| 55I, LLC |
Boston, MA |
Q3 2022
|
580
|
$3.6 B
|
| 55 North Private Wealth, LLC |
Winter Park, FL |
Q4 2025
|
195
|
$380 M
|
| 59 North Capital Management, LP |
Houston, TX |
Q4 2025
|
13
|
$3.2 B
|
| 5AM Venture Management, LLC |
San Francisco, CA |
Q4 2025
|
21
|
$320 M
|
| 5th Street Advisors, LLC |
Southport, CT |
Q4 2025
|
49
|
$210 M
|
| 5T Wealth, LLC |
Napa, CA |
Q4 2025
|
127
|
$250 M
|
| 626 Financial, LLC |
Portage, MI |
Q4 2025
|
121
|
$230 M
|
| 683 Capital Management, LLC |
New York, NY |
Q4 2025
|
234
|
$2.3 B
|
| 6elm Capital LP |
New York, NY |
Q2 2023
|
1
|
$0
|
| 6 Meridian |
Wichita, KS |
Q4 2021
|
411
|
$1.4 B
|
| 71 West Capital Partners |
Boston, MA |
Q4 2025
|
259
|
$2.2 B
|
| 72 Investment Holdings, LLC |
Stamford, CT |
Q4 2025
|
5
|
$51 M
|
| 734 Agriculture, LLC |
New York, NY |
Q4 2018
|
1
|
$94 M
|
| 7G CAPITAL MANAGEMENT, LLC |
New York, NY |
Q4 2025
|
11
|
$160 M
|
| 7x7 Asset Management LLC |
San Francisco, CA |
Q4 2013
|
1
|
$0
|
| 8 KNOTS MANAGEMENT, LLC |
Dallas, TX |
Q4 2025
|
12
|
$870 M
|
| 8VC GP I, LLC |
Austin, TX |
Q4 2025
|
1
|
$63 M
|
| 9258 Wealth Management, LLC |
Blue Ash, OH |
Q3 2024
|
356
|
$680 M
|
| 93 Financial Group, LLC |
Woburn, MA |
Q4 2025
|
9
|
$230 M
|
| 9823 Capital, L.P. |
Dallas, TX |
Q4 2025
|
59
|
$150 M
|
| &PARTNERS |
Nashville, TN |
Q4 2025
|
2,282
|
$19 B
|