The RIA database

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921. 921
     Saba Capital Management, L.P.New York, NY · 41 clientsPrivate fund adviserHybrid
     TD Prime Services 40%Morgan Stanley 36%
     +00% 1 yr$18B
922. 922
     Spectrum Asset Management, Inc.Stamford, CT · 74 clientsAsset managerHybridPrincipal Funds Distributor, Inc., Principal Securities, Inc., clears through National Financial Services (Fidelity)
     Merrill / Bank of America 47%Morgan Stanley 33%
     +00% 1 yr$18B
923. 923
     GreenoaksSan Francisco, CA · 59 clientsPrivate fund adviser
     No custodian reported
     +00% 1 yr$18B
924. 924
     Acore Capital, LPNew York, NY · 29 clientsAsset manager
     No custodian reported
     +00% 1 yr$18B
925. 925
     Siguler Guff Advisers LLCNew York, NY · 146 clientsPrivate fund adviserHybridSiguler Guff Global Markets, LLC
     Citi 100%
     +00% 1 yr$18B
926. 926
     AMG Funds LLCStamford, CT · 5 clientsAsset managerHybridAMG Distributors, Inc.
     No custodian reported
     +00% 1 yr$18B
927. 927
     RCP Advisors 2, LLCDallas, TX · 109 clientsPrivate fund adviser
     No custodian reported
     +00% 1 yr$18B
928. 928
     Arlington Capital PartnersBethesda, MD · 5 clientsPrivate fund adviser
     No custodian reported
     +00% 1 yr$18B
929. 929
     Deep Blue Investment AdvisorsTampa, FL · 33 clientsPrivate fund adviser
     BNY 86%
     +00% 1 yr$18B
930. 930
     Atlas Holdings LLCGreenwich, CT · 17 clientsPrivate fund adviser
     No custodian reported
     +00% 1 yr$18B
931. 931
     Reverence Capital PartnersNew York, NY · 53 clientsPrivate fund adviserHybridMPA BD Services LLC
     No custodian reported
     +00% 1 yr$18B
932. 932
     Townsquare Capital, LLCLehi, UT · 96 clientsAsset managerHybridBrinker Capital Securities, LLC, clears through National Financial Services (Fidelity)
     Schwab 88%
     +00% 1 yr$18B
933. 933
     Mackenzie InvestmentsBoston, MA · 53 clientsPrivate fund adviserHybridIG Wealth Management Inc., Mackenzie Financial Corporation
     CIBC Mellon 38%State Street 29%Master Trust Company of Japan 29%
     +00% 1 yr$18B
934. 934
     Aspiriant, LLCLos Angeles, CA · 2,357 clientsWealth manager
     Schwab 100%
     +00% 1 yr$18B
935. 935
     StephensLittle Rock, AR · 21,991 clientsBroker-dealer firmHybridStephens Europe Limited
     Pershing 100%
     +00% 1 yr$18B
936. 936
     Blackrock Alternatives Management, LLCNew York, NY · 30 clientsPrivate fund adviserHybridBlackrock Asset Management Deutschland AG, Blackrock Execution Services
     No custodian reported
     +00% 1 yr$18B
937. 937
     Boothbay Fund ManagementNew York, NY · 11 clientsPrivate fund adviserHybrid
     No custodian reported
     +00% 1 yr$18B
938. 938
     Mercury Advisory, LLCSan Francisco, CA · 10,487 clientsAsset managerHybridMercury Investment Services LLC
     Apex Fintech 100%
     +00% 1 yr$18B
939. 939
     Stepstone Private WealthCharlotte, NC · 14 clientsAsset managerHybrid
     No custodian reported
     +00% 1 yr$18B
940. 940
     Blackstone Private Investments Advisors L.L.C.New York, NY · 4 clientsPrivate fund adviserHybridBlackstone Securities Partners L.P., Currencies Direct LTD
     No custodian reported
     +00% 1 yr$18B
941. 941
     Cevian Capital II GP LimitedSt. Helier, Jersey · 7 clientsPrivate fund adviser
     No custodian reported
     +00% 1 yr$18B
942. 942
     Wilmington Trust Investment Advisors, Inc.Wilmington, DE · 155 clientsAsset managerAffiliated broker-dealerM&t Securities, Inc., Manufacturers and Traders Trust Company
     No custodian reported
     +00% 1 yr$18B
943. 943
     Omers Infrastructure and Omers Infrastructure USNew York, NY · 12 clientsAsset manager
     No custodian reported
     +00% 1 yr$18B
944. 944
     WE Family OfficesCoral Gables, FL · 112 clientsWealth manager
     No custodian reported
     +00% 1 yr$18B
945. 945
     Wellington Management Japan PTE LTDTokyo, Japan · 49 clientsBroker-dealer firmAffiliated broker-dealerWellington Funds Distributors Inc.
     Brown Brothers Harriman 73%
     +00% 1 yr$18B
946. 946
     F/m Investments LLCWashington, DC · 5,780 clientsAsset managerHybrid
     U.S. Bancorp Investments 100%
     +00% 1 yr$18B
947. 947
     Amplify EtfsLisle, IL · 42 clientsAsset managerHybrid
     No custodian reported
     +00% 1 yr$18B
948. 948
     Invesco Loan Manager, LLCNew York, NY · 44 clientsPrivate fund adviserHybridInvesco Capital Markets, Inc., Invesco Distributors, Inc.
     No custodian reported
     +00% 1 yr$18B
949. 949
     Modera Wealth Management, LLCWestwood, NJ · 6,308 clientsWealth manager
     Schwab 77%Fidelity 23%
     +00% 1 yr$18B
950. 950
     Merganser Capital Management, LLCBoston, MA · 124 clientsAsset manager
     Northern Trust 33%BNY 28%State Street 22%
     +00% 1 yr$18B
951. 951
     Durable Capital Partners LPBethesda, MD · 5 clientsPrivate fund adviser
     No custodian reported
     +00% 1 yr$18B
952. 952
     Geowealth Management LLCChicago, IL · 51,018 clientsWealth manager
     Schwab 73%Fidelity 27%
     +00% 1 yr$18B
953. 953
     CF Private Equity, Inc.Norwalk, CT · 88 clientsPrivate fund adviserHybridCommonfund Securities, Inc.
     No custodian reported
     +00% 1 yr$18B
954. 954
     Searchlight Capital PartnersNew York, NY · 73 clientsPrivate fund adviser
     No custodian reported
     +00% 1 yr$18B
955. 955
     Patient Square Capital, LPMenlo Park, CA · 30 clientsPrivate fund adviserHybridPatient Square Capital Markets, LLC
     No custodian reported
     +00% 1 yr$18B
956. 956
     Penserra Capital Management LLCOrinda, CA · 49 clientsAsset managerHybridPenserra Securities, LLC
     No custodian reported
     +00% 1 yr$18B
957. 957
     Limekiln Real Estate Investment Management, LPNew York, NY · 1 clientsAsset manager
     No custodian reported
     +00% 1 yr$17B
958. 958
     American Industrial PartnersNew York, NY · 10 clientsPrivate fund adviser
     No custodian reported
     +00% 1 yr$17B
959. 959
     Envestnet Portfolio Solutions, Inc.Berwyn, PA · 60,663 clientsWealth managerWrap sponsorHybridEnvestnet Securities, Inc., Fidx Markets LLC
     U.S. Bancorp Investments 89%
     +00% 1 yr$17B
960. 960
     RedwheelLondon, United Kingdom · 39 clientsPrivate fund adviser
     Northern Trust 51%Citi 34%
     +00% 1 yr$17B