The RIA database

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961. 961
     Fiera Capital Inc.New York, NY · 4,643 clientsAsset managerHybrid
     Brown Brothers Harriman & 27%State Street 26%Goldman Sachs 23%J.P. Morgan 23%
     +00% 1 yr$17B
962. 962
     Bosera Asset Management (international) Co., LimitedHong Kong, Hong Kong · 51 clientsBroker-dealer firmAffiliated broker-dealer
     No custodian reported
     +00% 1 yr$17B
963. 963
     Capital Wealth Planning, LLCNaples, FL · 12,580 clientsWealth managerWrap sponsor
     Raymond James 100%
     +00% 1 yr$17B
964. 964
     Independent Advisor Alliance, LLCCharlotte, NC · 45,002 clientsWealth managerWrap sponsorHybrid
     LPL Financial 100%
     +00% 1 yr$17B
965. 965
     Stepstone Group Real Estate LPLa Jolla, CA · 88 clientsPrivate fund adviser
     No custodian reported
     +00% 1 yr$17B
966. 966
     Kohlberg & CompanyMount Kisco, NY · 40 clientsPrivate fund adviser
     No custodian reported
     +00% 1 yr$17B
967. 967
     Bernard L. Madoff Investment Securities LLCNew York, NYBroker-dealer firm
     No custodian reported
     +00% 1 yr$17B
968. 968
     Niobrara Capital PartnersNew York, NY · 8 clientsPrivate fund adviser
     No custodian reported
     +00% 1 yr$17B
969. 969
     Manning & Napier Advisors, LLCFairport, NY · 3,474 clientsAsset managerHybridManning & Napier Investor Services, Inc.
     Exeter Trust 73%Schwab 27%
     +00% 1 yr$17B
970. 970
     Principal Securities, Inc.Des Moines, IA · 51,941 clientsBroker-dealer firmHybridPrincipal Funds Distributor, Inc., Sami Brokerage LLC, clears through National Financial Services (Fidelity)
     Fidelity 100%
     +00% 1 yr$17B
971. 971
     Mission Wealth Management, LPSanta Barbara, CA · 5,341 clientsWealth manager
     Fidelity 62%Schwab 38%
     +00% 1 yr$17B
972. 972
     TPG Real Estate Advisors, LLCFort Worth, TX · 35 clientsPrivate fund adviserHybridAngelo, Gordon Hong Kong Limited, TPG Angelo, Gordon International LLC
     No custodian reported
     +00% 1 yr$17B
973. 973
     Allen Investment Management, LLCNew York, NY · 144 clientsWealth managerAffiliated broker-dealerAllen & Company LLC, clears through Pershing
     Fidelity 37%Schwab 27%
     +00% 1 yr$17B
974. 974
     Petercam Institutional Asset ManagementBrussels, Belgium · 216 clientsAsset managerAffiliated broker-dealerBank Degroof Petercam SA
     Bank Degroof Petercam Luxembourg SA 100%
     +00% 1 yr$17B
975. 975
     Raymond James Investment ManagementSt Petersburg, FL · 5 clientsAsset managerHybridCarillon Fund Distributors, Inc., Cebile Capital LLP
     No custodian reported
     +00% 1 yr$17B
976. 976
     Symmetry Investments US LLCNew York, NY · 3 clientsPrivate fund adviser
     No custodian reported
     +00% 1 yr$17B
977. 977
     Nationwide Investment Advisors, LLCColumbus, OH · 251,223 clientsWealth managerBank-affiliatedHybridNationwide Fund Distributors LLC, Nationwide Investment Services Corporation
     Nationwide Trust Company, FSB 72%Nationwide Life Insurance 28%
     +00% 1 yr$17B
978. 978
     T. Rowe Price Australia LimitedSydney, NSW, Australia · 41 clientsPrivate fund adviserAffiliated broker-dealerT. Rowe Price Investment Services, Inc.
     J.P. Morgan 100%
     +00% 1 yr$17B
979. 979
     MonarchNew York, NY · 62 clientsPrivate fund adviser
     No custodian reported
     +00% 1 yr$17B
980. 980
     Darsana Capital Partners LPNew York, NY · 5 clientsPrivate fund adviser
     No custodian reported
     +00% 1 yr$17B
981. 981
     Sustainable Growth Advisers, LPStamford, CT · 224 clientsAsset managerAffiliated broker-dealerVP Distributors LLC
     J.P. Morgan 41%BNY 25%
     +00% 1 yr$17B
982. 982
     Citizens Private WealthTarrytown, NY · 2,567 clientsWealth managerBank-affiliatedHybridCitizens JMP Securities, LLC, Citizens Securities, Inc.
     Fidelity 54%Schwab 46%
     +00% 1 yr$17B
983. 983
     Keystate Advisory, LLCLas Vegas, NV · 80 clientsAsset manager
     Principal Financial Group 58%Bankers' Bank 42%
     +00% 1 yr$17B
984. 984
     Aristotle Investment Services, LLCNewport Beach, CA · 1 clientsAsset managerHybrid
     No custodian reported
     +00% 1 yr$17B
985. 985
     Compass Rose Asset ManagementNew York, NY · 3 clientsPrivate fund adviser
     Goldman Sachs 43%J.P. Morgan 28%Barclays Bank PLC 27%
     +00% 1 yr$17B
986. 986
     Invus Financial Advisors, LLCNew York, NY · 37 clientsPrivate fund adviser
     Goldman Sachs 100%
     +00% 1 yr$16B
987. 987
     Freestone Grove Partners LPSan Francisco, CA · 6 clientsPrivate fund adviser
     No custodian reported
     +00% 1 yr$16B
988. 988
     RA Capital Management, LPBoston, MA · 13 clientsPrivate fund adviser
     Fidelity 100%
     +00% 1 yr$16B
989. 989
     Valley View Consulting LLC76 clientsAsset manager
     No custodian reported
     +00% 1 yr$16B
990. 990
     O'connor Alternative Investments, LLCNew York, NY · 42 clientsPrivate fund adviserHybridCantor Fitzgerald & Co.
     J.P. Morgan 93%
     +00% 1 yr$16B
991. 991
     3g Capital Partners LPNew York, NY · 7 clientsPrivate fund adviser
     No custodian reported
     +00% 1 yr$16B
992. 992
     Envestnet Retirement Solutions, LLCBerwyn, PA · 4,876 clientsAsset managerAffiliated broker-dealerEnvestnet Securities, Inc., Fidx Markets LLC
     No custodian reported
     +00% 1 yr$16B
993. 993
     Divco West Real Estate Services, LLCSan Francisco, CA · 31 clientsPrivate fund adviser
     No custodian reported
     +00% 1 yr$16B
994. 994
     Bain Capital Asset Management, LPBoston, MA · 57 clientsPrivate fund adviserHybridBain Capital Markets, LLC
     No custodian reported
     +00% 1 yr$16B
995. 995
     Independent Financial PartnersTampa, FL · 54,154 clientsWealth managerHybridIFP Securities, LLC, clears through Pershing
     Fidelity 34%Schwab 30%
     +00% 1 yr$16B
996. 996
     Venerable Investment Advisers, LLCWest Chester, PA · 21 clientsAsset managerHybridDirected Services LLC
     No custodian reported
     +00% 1 yr$16B
997. 997
     National Investment Services of America, LLCMilwaukee, WI · 360 clientsAsset managerAffiliated broker-dealerResolute Investment Distributors, Inc.
     Mellon Trust 34%U.S. Bank 32%
     +00% 1 yr$16B
998. 998
     Great Lakes Advisors, LLCChicago, IL · 1,731 clientsAsset managerHybrid
     State Street 47%LPL Financial 31%
     +00% 1 yr$16B
999. 999
     Varde Management, L.P.New York, NY · 121 clientsPrivate fund adviser
     No custodian reported
     +00% 1 yr$16B
1000. 1000
      Blue Owl Technology Credit Advisors LLCNew York, NY · 5 clientsAsset managerHybridBlue Owl Securities LLC
      No custodian reported
      +00% 1 yr$16B