Compliance — April 2026
Compliance platforms, consultants, archiving, and cyber (Hadrius, Greenboard, Smartria, COMPLY).
4186 firms opened this window in the April 2026 SEC roster: 1514 headcount up, 1319 state expansion, 458 aum crossed 1b, 427 custody started, 170 new registration, 101 disclosure added, 96 private funds started, 60 pending approved, 35 wrap program started, 6 reorganization.
98
CERTIS CAPITAL MANAGEMENT, INC. — (SANTA BARBARA, CA) is newly SEC-registered with $255.9M RAUM and 3 advisory reps. IAPD ↗
98
PLANGUIDE FINANCIAL — (SOUTHLAKE, TX) is newly SEC-registered with $277.2M RAUM and 2 advisory reps. IAPD ↗
98
SAGE TRADING COLLECTIVE — (location n/a) is newly SEC-registered with $505.0M RAUM and 1 advisory reps. IAPD ↗
95
LASALLE INVESTMENT ADVISORS, INC. — (PEWAUKEE, WI) is newly SEC-registered with $133.6M RAUM and 5 advisory reps. IAPD ↗
95
CARDENAS ASSET MANAGEMENT, LLC — (location n/a) is newly SEC-registered with $149.3M RAUM and 1 advisory reps. IAPD ↗
95
ALLRIDGE WEALTH MANAGEMENT, INC — (ASHBURN, VA) is newly SEC-registered with $103.3M RAUM and 2 advisory reps. IAPD ↗
95
CLASSIC FINANCIAL — (WESTLAKE VILLAGE, CA) is newly SEC-registered with $151.6M RAUM and 1 advisory reps. IAPD ↗
95
GVS FINANCIAL GROUP, INC. — (location n/a) is newly SEC-registered with $118.0M RAUM and 1 advisory reps. IAPD ↗
95
KALEEL INVESTMENT ADVISORS, LLC — (BOSTON, MA) is newly SEC-registered with $145.4M RAUM and 2 advisory reps. IAPD ↗
95
PURPOSEFUL FINANCIAL AND LEGACY PLANNING — (location n/a) is newly SEC-registered with $107.1M RAUM and 1 advisory reps. IAPD ↗
95
OAK STREET ADVISORS — (MYRTLE BEACH, SC) is newly SEC-registered with $126.2M RAUM and 2 advisory reps. IAPD ↗
95
NORTHFORT FINANCIAL, LLC — (location n/a) is newly SEC-registered with $118.6M RAUM and 3 advisory reps. IAPD ↗
95
NAVIGO WEALTH MANAGEMENT, LLC — (location n/a) is newly SEC-registered with $129.9M RAUM and 6 advisory reps. IAPD ↗
95
ZUCKERMAN CAPITAL MANAGEMENT, LLC — (LOS ANGELES, CA) is newly SEC-registered with $123.5M RAUM and 2 advisory reps. IAPD ↗
95
VCM WEALTH — (location n/a) is newly SEC-registered with $104.8M RAUM and 2 advisory reps. IAPD ↗
95
HOLM & CAWLEY FINANCIAL GROUP LLC — (LAS VEGAS, NV) is newly SEC-registered with $128.8M RAUM and 4 advisory reps. IAPD ↗
95
EVANS WEALTH MANAGEMENT — (DULUTH, GA) is newly SEC-registered with $111.1M RAUM and 1 advisory reps. IAPD ↗
95
CAPSTONE WEALTH PARTNERS — (DUBLIN, OH) is newly SEC-registered with $114.9M RAUM and 3 advisory reps. IAPD ↗
95
FLETCHER FINANCIAL GROUP — (WEST MONROE, LA) is newly SEC-registered with $133.0M RAUM and 3 advisory reps. IAPD ↗
95
ATON ADVISORS, LLC — (location n/a) is newly SEC-registered with $116.4M RAUM and 1 advisory reps. IAPD ↗
95
TWIN CITIES RETIREMENT GROUP — (PLYMOUTH, MN) is newly SEC-registered with $134.9M RAUM and 2 advisory reps. IAPD ↗
95
CDP FINANCIAL GROUP, LLC — (LITTLETON, CO) is newly SEC-registered with $100.5M RAUM and 2 advisory reps. IAPD ↗
95
WITT FINANCIAL GROUP, LLC — (CROSSVILLE, TN) is newly SEC-registered with $160.5M RAUM and 2 advisory reps. IAPD ↗
95
SAGA FINANCIAL MANAGEMENT — (location n/a) is newly SEC-registered with $107.0M RAUM and 1 advisory reps. IAPD ↗
95
HOGAN INVESTMENT COUNSEL, LLC — (CORDOVA, TN) is newly SEC-registered with $107.2M RAUM and 1 advisory reps. IAPD ↗
95
VERITAS WEALTH MANAGEMENT, LLC — (SALT LAKE CITY, UT) is newly SEC-registered with $135.8M RAUM and 1 advisory reps. IAPD ↗
95
WMS GROUP LLC — (location n/a) is newly SEC-registered with $125.3M RAUM and 2 advisory reps. IAPD ↗
95
GRUPP FINANCIAL LLC — (JACKSON, WY) is newly SEC-registered with $100.1M RAUM and 3 advisory reps. IAPD ↗
95
WEALTH ENGINEERS, LLC — (DENVER, CO) is newly SEC-registered with $117.6M RAUM and 1 advisory reps. IAPD ↗
95
SHELTER WEALTH STRATEGIES, LLC — (HOUSTON, TX) is newly SEC-registered with $144.1M RAUM and 8 advisory reps. IAPD ↗
95
RYZOME INVESTMENT ADVISORS — (OKEMOS, MI) is newly SEC-registered with $116.1M RAUM and 2 advisory reps. IAPD ↗
95
RUNEY & ASSOCIATES WEALTH MANAGEMENT — (MOUNT PLEASANT, SC) is newly SEC-registered with $104.8M RAUM and 2 advisory reps. IAPD ↗
95
MADRID RETIREMENT ADVISORS — (MANHATTAN BEACH, CA) is newly SEC-registered with $184.2M RAUM and 2 advisory reps. IAPD ↗
95
COASTAL WEALTH ADVISORS, LLC — (JOHNS ISLAND, SC) is newly SEC-registered with $106.6M RAUM and 2 advisory reps. IAPD ↗
95
PALANTE WEALTH ADVISORS, LLC — (PENNINGTON, NJ) is newly SEC-registered with $115.5M RAUM and 3 advisory reps. IAPD ↗
95
MODERNIST FINANCIAL, LLC — (PORTLAND, OR) is newly SEC-registered with $113.3M RAUM and 3 advisory reps. IAPD ↗
95
WEALTHSHAPE LLC — (WINDSOR, CT) is newly SEC-registered with $109.4M RAUM and 1 advisory reps. IAPD ↗
95
LOTUS ASSET MANAGEMENT LIMITED LIABILITY COMPANY — (location n/a) is newly SEC-registered with $120.5M RAUM and 1 advisory reps. IAPD ↗
95
TIDEHAVEN WEALTH, LLC — (MOUNT PLEASANT, SC) is newly SEC-registered with $125.0M RAUM and 2 advisory reps. IAPD ↗
95
TRIPLE SUMMIT ADVISORS, LLC — (location n/a) is newly SEC-registered with $108.5M RAUM and 2 advisory reps. IAPD ↗
95
DOMESTIQUE CAPITAL LLC — (location n/a) is newly SEC-registered with $102.4M RAUM and 2 advisory reps. IAPD ↗
95
ADVISORY ADVOCATES LLC — (GRAND RAPIDS, MI) is newly SEC-registered with $158.6M RAUM and 7 advisory reps. IAPD ↗
95
TRUSCO INVESTMENT MANAGEMENT, LLC — (NASHVILLE, TN) is newly SEC-registered with $107.0M RAUM and 2 advisory reps. IAPD ↗
95
TRUE SQUARE FINANCIAL LLC — (ATLANTA, GA) is newly SEC-registered with $178.8M RAUM and 1 advisory reps. IAPD ↗
95
AUERBACH INVESTMENT SERVICES, LLC — (NARBERTH, PA) is newly SEC-registered with $150.2M RAUM and 1 advisory reps. IAPD ↗
95
JAKE CARRIS FINANCIAL PLANNING — (ORLANDO, FL) is newly SEC-registered with $109.7M RAUM and 1 advisory reps. IAPD ↗
95
SANDHILL WEALTH MANAGEMENT, INC. — (WINTER PARK, FL) is newly SEC-registered with $118.5M RAUM and 2 advisory reps. IAPD ↗
95
ROAN CAPITAL PARTNERS — (JOHNSON CITY, TN) is newly SEC-registered with $152.0M RAUM and 4 advisory reps. IAPD ↗
95
ELM CAPITAL MANAGEMENT LLC — (PITTSBURGH, PA) is newly SEC-registered with $133.4M RAUM and 6 advisory reps. IAPD ↗
95
NEWSONG CAPITAL MANAGEMENT, INC. — (HATTIESBURG, MS) is newly SEC-registered with $100.4M RAUM and 1 advisory reps. IAPD ↗
95
MILLSTONE FINANCIAL GROUP — (MILLSTONE, NJ) is newly SEC-registered with $104.4M RAUM and 6 advisory reps. IAPD ↗
95
CWM ADVISORY, LLC — (OCEAN PINES, MD) is newly SEC-registered with $101.0M RAUM and 3 advisory reps. IAPD ↗
95
RENAISSANCE WEALTH ADVISORS, LLC — (NEWTON, MA) is newly SEC-registered with $109.9M RAUM and 2 advisory reps. IAPD ↗
95
DOVE INVESTMENT RESEARCH AND MANAGEMENT, INC. — (IRVINE, CA) is newly SEC-registered with $107.4M RAUM and 2 advisory reps. IAPD ↗
95
PRIVATE COUNSEL GROUP, LTD. — (INDIANAPOLIS, IN) is newly SEC-registered with $116.0M RAUM and 1 advisory reps. IAPD ↗
95
LEGACY CHIEF FINANCIAL OFFICE, LLC — (SHENANDOAH, TX) is newly SEC-registered with $105.1M RAUM and 1 advisory reps. IAPD ↗
95
AFTON ADVISORS, LLC — (location n/a) is newly SEC-registered with $109.3M RAUM and 2 advisory reps. IAPD ↗
95
FAIRLIGHT ADVISORS — (SAN FRANCISCO, CA) is newly SEC-registered with $109.3M RAUM and 2 advisory reps. IAPD ↗
95
MESSMER CAPITAL ADVISORS LLC — (MILFORD, OH) is newly SEC-registered with $130.4M RAUM and 2 advisory reps. IAPD ↗
95
HAYNIE WEALTH MANAGEMENT LLC — (SALT LAKE CITY, UT) is newly SEC-registered with $106.6M RAUM and 3 advisory reps. IAPD ↗
95
WEALTHGEN ADVISORS, LLC — (SARASOTA, FL) is newly SEC-registered with $146.6M RAUM and 2 advisory reps. IAPD ↗
95
JRS WEALTH MANAGEMENT LLC — (SOUTH JORDAN, UT) is newly SEC-registered with $135.0M RAUM and 2 advisory reps. IAPD ↗
95
SOUND LEGACY WEALTH ADVISORS, LLC — (location n/a) is newly SEC-registered with $102.0M RAUM and 2 advisory reps. IAPD ↗
95
WELLACRE GLOBAL WEALTH ADVISORS — (SANTA MONICA, CA) is newly SEC-registered with $104.3M RAUM and 2 advisory reps. IAPD ↗
95
COURSE MANAGEMENT INVESTMENT ADVISORS, LLC — (PINEHURST, NC) is newly SEC-registered with $100.3M RAUM and 3 advisory reps. IAPD ↗
95
SCHOOL OF PERSONAL FINANCE — (location n/a) is newly SEC-registered with $28.7M RAUM and 1 advisory reps. IAPD ↗
95
ELLA FINANCIAL ADVISING — (OAKLAND, CA) is newly SEC-registered with $106.9M RAUM and 1 advisory reps. IAPD ↗
95
FORM PROSPERITY WEALTH ADVISORS, LLC — (CHANDLER, AZ) is newly SEC-registered with $112.9M RAUM and 1 advisory reps. IAPD ↗
95
ADVANCED PLANNING ADVISORS GROUP INC. — (NAPERVILLE, IL) is newly SEC-registered with $118.0M RAUM and 2 advisory reps. IAPD ↗
95
FIDUCIARY FINANCIAL PLANNING NETWORK — (ONALASKA, WI) is newly SEC-registered with $164.1M RAUM and 4 advisory reps. IAPD ↗
95
1102 PARTNERS, LLC — (location n/a) is newly SEC-registered with $114.5M RAUM and 1 advisory reps. IAPD ↗
95
KAIYO WEALTH LLC — (SAN DIEGO, CA) is newly SEC-registered with $240.1M RAUM and 2 advisory reps. IAPD ↗
95
GASSMAN FINANCIAL LLC — (SALEM, NH) is newly SEC-registered with $112.6M RAUM and 1 advisory reps. IAPD ↗
95
UHY WEALTH MANAGEMENT RIA LLC — (FARMINGTON HILLS, MI) is newly SEC-registered with $102.6M RAUM and 1 advisory reps. IAPD ↗
95
SUTTLE CROSSLAND WEALTH ADVISORS, LLC — (SCOTTSDALE, AZ) is newly SEC-registered with $101.1M RAUM and 2 advisory reps. IAPD ↗
95
BOX HILL PRIVATE WEALTH — (location n/a) is newly SEC-registered with $137.5M RAUM and 1 advisory reps. IAPD ↗
95
STAGE 2 PLANNING PARTNERS LLC — (S BURLINGTON, VT) is newly SEC-registered with $106.5M RAUM and 2 advisory reps. IAPD ↗
95
GREEN CAPITAL PRIVATE WEALTH — (MIAMI, FL) is newly SEC-registered (provisional 120-day approval) with $0 RAUM and 2 advisory reps. IAPD ↗
95
ALIGN WEALTH MANAGEMENT, LLC — (SAN JOSE, CA) is newly SEC-registered with $116.7M RAUM and 2 advisory reps. IAPD ↗
95
603 FINANCIAL ADVISORS, LLC — (location n/a) is newly SEC-registered with $106.9M RAUM and 1 advisory reps. IAPD ↗
95
ASCENT FINANCIAL GROUP — (RICHMOND, VA) is newly SEC-registered with $100.8M RAUM and 2 advisory reps. IAPD ↗
95
JUST FUTURES — (SAN FRANCISCO, CA) is newly SEC-registered with $46.7M RAUM and 4 advisory reps. IAPD ↗
95
MORGAN-ALY WEALTH MANAGEMENT, LLC — (WAUKESHA, WI) is newly SEC-registered with $105.3M RAUM and 2 advisory reps. IAPD ↗
95
ELEVATE FINANCIAL PLANNING AND WEALTH MANAGEMENT — (ST. PETERSBURG, FL) is newly SEC-registered with $107.1M RAUM and 36 advisory reps. IAPD ↗
95
KUCHARO WEALTH — (CHARLOTTE, NC) is newly SEC-registered with $123.7M RAUM and 1 advisory reps. IAPD ↗
95
STRICKLER INVESTMENT SERVICES, LLC — (BRIGHTON, MI) is newly SEC-registered with $107.3M RAUM and 3 advisory reps. IAPD ↗
95
VAN DIEST CAPITAL — (POLK CITY, IA) is newly SEC-registered with $144.1M RAUM and 7 advisory reps. IAPD ↗
95
NIM WEALTH SOLUTIONS — (SAN JOSE, CA) is newly SEC-registered with $116.8M RAUM and 4 advisory reps. IAPD ↗
95
FAIR ASSET MANAGEMENT, LLC — (location n/a) is newly SEC-registered with $119.8M RAUM and 1 advisory reps. IAPD ↗
95
MOFFATT FINANCIAL STRATEGIES — (FORT WORTH, TX) is newly SEC-registered with $117.1M RAUM and 4 advisory reps. IAPD ↗
95
MUSEUM MILE FUNDS LLC — (location n/a) is newly SEC-registered with $26.9M RAUM and 1 advisory reps. IAPD ↗
95
15 WEALTH ADVISORS LLC — (MUNDELEIN, IL) is newly SEC-registered (provisional 120-day approval) with $0 RAUM and 7 advisory reps. IAPD ↗
95
LUMINESCENT WEALTH MANAGEMENT, INC. — (SCOTTSDALE, AZ) is newly SEC-registered with $127.4M RAUM and 2 advisory reps. IAPD ↗
95
COMMERCIAL TRUST FINANCIAL SERVICES — (FAYETTE, MO) is newly SEC-registered (provisional 120-day approval) with $0 RAUM and 5 advisory reps. IAPD ↗
95
95
SAGEPOINT CAPITAL PARTNERS LLC — (FRANKLIN, TN) is newly SEC-registered (provisional 120-day approval) with $0 RAUM and 1 advisory reps. IAPD ↗
95
ROCKWALL WEALTH MANAGEMENT — (ROCKWALL, TX) is newly SEC-registered (provisional 120-day approval) with $0 RAUM and 4 advisory reps. IAPD ↗
95
PLATO PLANNING — (location n/a) is newly SEC-registered with $0 RAUM and 1 advisory reps. IAPD ↗
95
WLT PARTNERS — (MIAMI, FL) is newly SEC-registered (provisional 120-day approval) with $0 RAUM and 3 advisory reps. IAPD ↗
95
HAIRE WEALTH MANAGEMENT, INC. — (TUPELO, MS) is newly SEC-registered (provisional 120-day approval) with $0 RAUM and 2 advisory reps. IAPD ↗
95
LEMNIS CAPITAL — (RICHARDSON, TX) is newly SEC-registered (provisional 120-day approval) with $0 RAUM and 13 advisory reps. IAPD ↗
95
TANARA WEALTH MANAGEMENT LLC — (LEHI, UT) is newly SEC-registered (provisional 120-day approval) with $0 RAUM and 5 advisory reps. IAPD ↗
95
ANCHR TECHNOLOGIES RIA LLC — (NEW YORK, NY) is newly SEC-registered (provisional 120-day approval) with $0 RAUM and 1 advisory reps. IAPD ↗
95
REVEL WEALTH MANAGEMENT — (TEANECK, NJ) is newly SEC-registered (provisional 120-day approval) with $0 RAUM and 1 advisory reps. IAPD ↗
95
KOEHLER ASSET MANAGEMENT — (BABYLON, NY) is newly SEC-registered (provisional 120-day approval) with $0 RAUM and 2 advisory reps. IAPD ↗
95
EXCEPTIONAL WEALTH & FAMILY OFFICE — (COLORADO SPRINGS, CO) is newly SEC-registered (provisional 120-day approval) with $0 RAUM and 2 advisory reps. IAPD ↗
95
ROSENBERG WEALTH ADVISORS — (location n/a) is newly SEC-registered (provisional 120-day approval) with $0 RAUM and 2 advisory reps. IAPD ↗
95
BLUUM INVEST LLC — (LOS ANGELES, CA) is newly SEC-registered with $0 RAUM and 1 advisory reps. IAPD ↗
95
EVANSON FINANCIAL, LLC DBA EVANSON ASSET MANAGEMENT — (location n/a) is newly SEC-registered (provisional 120-day approval) with $0 RAUM and 4 advisory reps. IAPD ↗
95
ACORN ASSET MANAGEMENT LLC — (PRINCETON, NJ) is newly SEC-registered (provisional 120-day approval) with $0 RAUM and 1 advisory reps. IAPD ↗
95
SOULENCE WEALTH MANAGEMENT — (PLEASANT GROVE, UT) is newly SEC-registered (provisional 120-day approval) with $94.7M RAUM and 5 advisory reps. IAPD ↗
95
VELARIS WEALTH MANAGEMENT — (ORLANDO, FL) is newly SEC-registered (provisional 120-day approval) with $0 RAUM and 3 advisory reps. IAPD ↗
95
PATHWAY FINANCIAL SOLUTIONS, INC. — (SALINA, KS) is newly SEC-registered with $0 RAUM and 4 advisory reps. IAPD ↗
95
CMG WEALTH ADVISORS LLC — (MADISON, WI) is newly SEC-registered (provisional 120-day approval) with $0 RAUM and 1 advisory reps. IAPD ↗
95
FIDUCIARY CAPITAL MANAGEMENT LLC — (CHEYENNE, WY) is newly SEC-registered (provisional 120-day approval) with $5,000 RAUM and 1 advisory reps. IAPD ↗
95
UNION STRATEGIC ADVISORS — (BLUE ASH, OH) is newly SEC-registered (provisional 120-day approval) with $0 RAUM and 3 advisory reps. IAPD ↗
95
CLANCY WEALTH ADVISORS — (CHINO HILLS, CA) is newly SEC-registered (provisional 120-day approval) with $0 RAUM and 3 advisory reps. IAPD ↗
95
BREAKAWAY INDEPENDENT ADVISORS, LLC — (SAN DIEGO, CA) is newly SEC-registered (provisional 120-day approval) with $0 RAUM and 1 advisory reps. IAPD ↗
95
CAVU WEALTH ADVISORS, LLC — (MORAGA, CA) is newly SEC-registered (provisional 120-day approval) with $150.6M RAUM and 3 advisory reps. IAPD ↗
95
MOSAIC WEALTH MANAGEMENT LLC — (BLOOMINGTON, IN) is newly SEC-registered (provisional 120-day approval) with $0 RAUM and 2 advisory reps. IAPD ↗
95
PROPEL PRIVATE WEALTH LLC — (location n/a) is newly SEC-registered (provisional 120-day approval) with $0 RAUM and 1 advisory reps. IAPD ↗
95
GUIDED PATH FINANCIAL — (PLANO, TX) is newly SEC-registered (provisional 120-day approval) with $0 RAUM and 4 advisory reps. IAPD ↗
95
EVERTERN WEALTH — (SAINT PETERSBURG, FL) is newly SEC-registered (provisional 120-day approval) with $0 RAUM and 5 advisory reps. IAPD ↗
95
EVOLUTION VISION WEALTH MANAGEMENT — (location n/a) is newly SEC-registered (provisional 120-day approval) with $0 RAUM and 3 advisory reps. IAPD ↗
95
WOODLAND WEALTH PARTNERS — (PEPPER PIKE, OH) is newly SEC-registered (provisional 120-day approval) with $0 RAUM and 2 advisory reps. IAPD ↗
95
FARRCREST CAPITAL LLC — (location n/a) is newly SEC-registered (provisional 120-day approval) with $0 RAUM and 1 advisory reps. IAPD ↗
95
MDT FINANCIAL ADVISORS, LLC — (WEBSTER, TX) is newly SEC-registered (provisional 120-day approval) with $0 RAUM and 2 advisory reps. IAPD ↗
95
WEALTH INTELLIGENTLY NAVIGATED, LLC — (SPARTANBURG, SC) is newly SEC-registered (provisional 120-day approval) with $0 RAUM and 2 advisory reps. IAPD ↗
95
2201 CAPITAL, LLC — (BOSTON, MA) is newly SEC-registered (provisional 120-day approval) with $0 RAUM and 2 advisory reps. IAPD ↗
95
VERA LAKE CAPITAL, LLC — (EDINA, MN) is newly SEC-registered (provisional 120-day approval) with $0 RAUM and 1 advisory reps. IAPD ↗
95
TRILLIUM WEALTH LLC — (WINTER PARK, FL) is newly SEC-registered (provisional 120-day approval) with $0 RAUM and 7 advisory reps. IAPD ↗
85
RODGERS BROTHERS, INC. — crossed $1B in regulatory AUM ($964.7M -> $1.04B). IAPD ↗
85
BOK FINANCIAL ADVISORS — crossed $1B in regulatory AUM ($835.6M -> $1.06B). IAPD ↗
85
PACKERLAND BROKERAGE SERVICES, INC. — crossed $1B in regulatory AUM ($909.5M -> $1.36B). IAPD ↗
85
RMC INVESTMENT ADVISORS — crossed $1B in regulatory AUM ($986.8M -> $1.07B). IAPD ↗
85
TOBIAS FINANCIAL ADVISORS — crossed $1B in regulatory AUM ($892.2M -> $1.19B). IAPD ↗
85
CORBYN INVESTMENT MANAGEMENT INC — crossed $1B in regulatory AUM ($976.2M -> $1.01B). IAPD ↗
85
WESCAP GROUP — crossed $1B in regulatory AUM ($985.0M -> $1.09B). IAPD ↗
85
NASDAQ DORSEY WRIGHT — crossed $1B in regulatory AUM ($755.1M -> $1.01B). IAPD ↗
85
MPM WEALTH ADVISORS — crossed $1B in regulatory AUM ($888.9M -> $1.04B). IAPD ↗
85
GREATMARK INVESTMENT PARTNERS, INC. — crossed $1B in regulatory AUM ($938.7M -> $1.02B). IAPD ↗
85
NIGHT OWL CAPITAL MANAGEMENT, LLC — crossed $1B in regulatory AUM ($865.8M -> $1.10B). IAPD ↗
85
MANCHESTER FINANCIAL INC — crossed $1B in regulatory AUM ($946.8M -> $1.05B). IAPD ↗
85
BPS WEALTH ADVISORS, INC. — crossed $1B in regulatory AUM ($859.7M -> $1.08B). IAPD ↗
85
TOEWS ASSET MANAGEMENT — crossed $1B in regulatory AUM ($945.1M -> $1.04B). IAPD ↗
85
PETTYJOHN, WOOD & WHITE, INC. — crossed $1B in regulatory AUM ($853.8M -> $1.02B). IAPD ↗
85
BRUNI J V & CO — crossed $1B in regulatory AUM ($946.9M -> $1.10B). IAPD ↗
85
FRAZIER FINANCIAL ADVISORS, LLC — crossed $1B in regulatory AUM ($929.9M -> $1.16B). IAPD ↗
85
PORTFOLIO STRATEGIES INC NY — crossed $1B in regulatory AUM ($861.2M -> $1.02B). IAPD ↗
85
PEAK ASSET MANAGEMENT, LLC — crossed $1B in regulatory AUM ($910.0M -> $1.01B). IAPD ↗
85
ROGERS WEALTH GROUP, INC. — crossed $1B in regulatory AUM ($960.8M -> $1.04B). IAPD ↗
85
ASSET CONSULTING GROUP, LLC — crossed $1B in regulatory AUM ($781.7M -> $1.10B). IAPD ↗
85
PERRYMAN FINANCIAL ADVISORY, INC. — crossed $1B in regulatory AUM ($796.3M -> $1.02B). IAPD ↗
85
STEPP & ROTHWELL INC — crossed $1B in regulatory AUM ($963.7M -> $1.06B). IAPD ↗
85
BOURGEON CAPITAL MANAGEMENT LLC — crossed $1B in regulatory AUM ($917.6M -> $1.07B). IAPD ↗
85
CLEARBROOK INVESTMENT CONSULTING LLC — crossed $1B in regulatory AUM ($470.1M -> $13.72B). IAPD ↗
85
SPECTRUM INVESTMENT ADVISORS, INC. — crossed $1B in regulatory AUM ($849.7M -> $1.06B). IAPD ↗
85
SUMMIT ASSET MANAGEMENT LLC — crossed $1B in regulatory AUM ($938.9M -> $1.08B). IAPD ↗
85
OARSMAN CAPITAL, INC — crossed $1B in regulatory AUM ($926.8M -> $1.17B). IAPD ↗
85
SCHAEFER FINANCIAL MANAGEMENT, INC. — crossed $1B in regulatory AUM ($979.1M -> $1.11B). IAPD ↗
85
KNIGHTSBRIDGE WEALTH MANAGEMENT — crossed $1B in regulatory AUM ($833.5M -> $1.12B). IAPD ↗
85
THE NORTHSTAR GROUP, INC. — crossed $1B in regulatory AUM ($871.6M -> $1.01B). IAPD ↗
85
HARVEY INVESTMENT COMPANY, LLC — crossed $1B in regulatory AUM ($941.5M -> $1.03B). IAPD ↗
85
AB CUSTOM ALTERNATIVE SOLUTIONS LLC — crossed $1B in regulatory AUM ($746.0M -> $1.42B). IAPD ↗
85
NTV ASSET MANAGEMENT, LLC — crossed $1B in regulatory AUM ($963.4M -> $1.16B). IAPD ↗
85
DOCK STREET ASSET MANAGEMENT INC — crossed $1B in regulatory AUM ($905.8M -> $1.11B). IAPD ↗
85
VIOLICH CAPITAL MANAGEMENT — crossed $1B in regulatory AUM ($911.7M -> $1.04B). IAPD ↗
85
AEGIS FINANCIAL CORPORATION — crossed $1B in regulatory AUM ($381.0M -> $1.37B). IAPD ↗
85
MORLING FINANCIAL ADVISORS, LLC — crossed $1B in regulatory AUM ($755.7M -> $1.05B). IAPD ↗
85
STANLEY-LAMAN GROUP LTD. — crossed $1B in regulatory AUM ($979.3M -> $1.02B). IAPD ↗
85
GOULD ASSET MANAGEMENT LLC — crossed $1B in regulatory AUM ($901.3M -> $1.03B). IAPD ↗
85
HENDERSHOT INVESTMENTS, INC. — crossed $1B in regulatory AUM ($984.7M -> $1.07B). IAPD ↗
85
FOUNDATION RESOURCE MANAGEMENT, INC. — crossed $1B in regulatory AUM ($918.4M -> $1.14B). IAPD ↗
85
LUCID ADVISORS, INC. — crossed $1B in regulatory AUM ($958.1M -> $1.15B). IAPD ↗
85
BLUESKY WEALTH ADVISORS, LLC — crossed $1B in regulatory AUM ($849.8M -> $1.00B). IAPD ↗
85
FAITHWARD ADVISORS, LLC — crossed $1B in regulatory AUM ($906.0M -> $1.05B). IAPD ↗
85
DETALUS ADVISORS, LLC — crossed $1B in regulatory AUM ($928.4M -> $2.22B). IAPD ↗
85
LAUREL WEALTH ADVISORS, LLC — crossed $1B in regulatory AUM ($972.7M -> $1.11B). IAPD ↗
85
CONCORD WEALTH PARTNERS — crossed $1B in regulatory AUM ($946.0M -> $1.07B). IAPD ↗
85
NUVERSE ADVISORS LLC — crossed $1B in regulatory AUM ($963.7M -> $1.18B). IAPD ↗
85
SCHNIEDERS CAPITAL MANAGEMENT, LLC. — crossed $1B in regulatory AUM ($864.4M -> $1.06B). IAPD ↗
85
LIGHTHOUSE FINANCIAL ADVISORS, INC. — crossed $1B in regulatory AUM ($869.2M -> $1.11B). IAPD ↗
85
GIBRALTAR CAPITAL MANAGEMENT, INC. — crossed $1B in regulatory AUM ($840.6M -> $1.35B). IAPD ↗
85
FIFTH AVENUE FAMILY OFFICE — crossed $1B in regulatory AUM ($908.5M -> $1.35B). IAPD ↗
85
COOPER/HAIMS ADVISORS, LLC — crossed $1B in regulatory AUM ($939.2M -> $1.15B). IAPD ↗
85
PATHWAY FINANCIAL ADVISORS, LLC — crossed $1B in regulatory AUM ($894.8M -> $1.65B). IAPD ↗
85
PKS ADVISORY SERVICES, LLC — crossed $1B in regulatory AUM ($905.4M -> $1.09B). IAPD ↗
85
ELGETHUN CAPITAL MANAGEMENT — crossed $1B in regulatory AUM ($884.5M -> $1.14B). IAPD ↗
85
GFG CAPITAL — crossed $1B in regulatory AUM ($891.2M -> $1.01B). IAPD ↗
85
KORHORN FINANCIAL GROUP — crossed $1B in regulatory AUM ($934.5M -> $1.15B). IAPD ↗
85
MINNEAPOLIS PORTFOLIO MANAGEMENT GROUP, LLC — crossed $1B in regulatory AUM ($900.6M -> $1.10B). IAPD ↗
85
NAVIGATION GROUP LLC — crossed $1B in regulatory AUM ($927.5M -> $1.01B). IAPD ↗
85
SALEM PARTNERS WEALTH MANAGEMENT, LLC — crossed $1B in regulatory AUM ($413.3M -> $1.50B). IAPD ↗
85
WATTS GWILLIAM & COMPANY, LLC — crossed $1B in regulatory AUM ($818.9M -> $1.03B). IAPD ↗
85
CAPSOUTH WEALTH MANAGEMENT — crossed $1B in regulatory AUM ($884.4M -> $1.00B). IAPD ↗
85
BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC — crossed $1B in regulatory AUM ($854.7M -> $1.12B). IAPD ↗
85
SG CAPITAL MANAGEMENT LLC — crossed $1B in regulatory AUM ($957.4M -> $1.38B). IAPD ↗
85
ARCHER INVESTMENT CORPORATION — crossed $1B in regulatory AUM ($900.5M -> $1.01B). IAPD ↗
85
EVEREST FINANCIAL GROUP — crossed $1B in regulatory AUM ($912.4M -> $1.00B). IAPD ↗
85
PYA WALTMAN CAPITAL, LLC — crossed $1B in regulatory AUM ($819.3M -> $1.01B). IAPD ↗
85
VECTORS ASSET MANAGEMENT — crossed $1B in regulatory AUM ($844.5M -> $1.01B). IAPD ↗
85
ANDERSON GROWTH PARTNERS, LLC — crossed $1B in regulatory AUM ($919.5M -> $1.01B). IAPD ↗
85
KOHMANN BOSSHARD FINANCIAL SERVICES, LLC. — crossed $1B in regulatory AUM ($910.7M -> $1.12B). IAPD ↗
85
STERLING INVESTMENT ADVISORS LTD. — crossed $1B in regulatory AUM ($961.4M -> $1.08B). IAPD ↗
85
SIKICH FINANCIAL — crossed $1B in regulatory AUM ($920.0M -> $1.18B). IAPD ↗
85
KEATING FINANCIAL ADVISORY SERVICES — crossed $1B in regulatory AUM ($330.0M -> $1.45B). IAPD ↗
85
PARAGON FINANCIAL ADVISORS — crossed $1B in regulatory AUM ($847.0M -> $1.05B). IAPD ↗
85
GILMAN HILL ASSET MANAGEMENT, LLC — crossed $1B in regulatory AUM ($782.9M -> $1.24B). IAPD ↗
85
WORTHPOINTE — crossed $1B in regulatory AUM ($885.6M -> $1.06B). IAPD ↗
85
ARGOS WEALTH ADVISORS LLC — crossed $1B in regulatory AUM ($897.2M -> $1.04B). IAPD ↗
85
ADDISON CAPITAL — crossed $1B in regulatory AUM ($808.0M -> $1.12B). IAPD ↗
85
FULCRUM CAPITAL, LLC — crossed $1B in regulatory AUM ($975.9M -> $1.08B). IAPD ↗
85
AVIANCE CAPITAL PARTNERS LLC — crossed $1B in regulatory AUM ($971.0M -> $1.13B). IAPD ↗
85
W.A. SMITH FINANCIAL GROUP — crossed $1B in regulatory AUM ($962.6M -> $1.16B). IAPD ↗
85
JACKSON WEALTH MANAGEMENT, LLC — crossed $1B in regulatory AUM ($856.7M -> $1.07B). IAPD ↗
85
EAST COAST ASSET MANAGEMENT, LLC — crossed $1B in regulatory AUM ($750.2M -> $1.01B). IAPD ↗
85
ALPHA OMEGA WEALTH MANAGEMENT, LLC — crossed $1B in regulatory AUM ($905.8M -> $1.02B). IAPD ↗
85
THREE BRIDGE WEALTH ADVISORS — crossed $1B in regulatory AUM ($817.8M -> $1.05B). IAPD ↗
85
WELLINGTON SHIELDS CAPITAL MANAGEMENT, LLC — crossed $1B in regulatory AUM ($999.7M -> $1.17B). IAPD ↗
85
TALSON CAPITAL MANAGEMENT L.P. — crossed $1B in regulatory AUM ($865.4M -> $1.06B). IAPD ↗
85
FORT SHERIDAN ADVISORS LLC — crossed $1B in regulatory AUM ($908.9M -> $1.03B). IAPD ↗
85
GIA PARTNERS, LLC. — crossed $1B in regulatory AUM ($984.7M -> $1.06B). IAPD ↗
85
ARMBRUSTER CAPITAL MANAGEMENT, INC. — crossed $1B in regulatory AUM ($900.8M -> $1.06B). IAPD ↗
85
FINANCIAL ADVISORS NETWORK, INC. — crossed $1B in regulatory AUM ($954.0M -> $1.11B). IAPD ↗
85
ASSET ALLOCATION STRATEGIES, LLC — crossed $1B in regulatory AUM ($767.4M -> $1.02B). IAPD ↗
85
VANTAGE WEALTH MANAGEMENT, LLC — crossed $1B in regulatory AUM ($897.4M -> $1.12B). IAPD ↗
85
NORTHWEST WEALTH MANAGEMENT, LLC — crossed $1B in regulatory AUM ($865.2M -> $1.03B). IAPD ↗
85
INSIGHT WEALTH PARTNERS — crossed $1B in regulatory AUM ($970.3M -> $1.12B). IAPD ↗
85
WAYCROSS PARTNERS, LLC — crossed $1B in regulatory AUM ($865.5M -> $1.18B). IAPD ↗
85
MCGOWAN GROUP ASSET MANAGEMENT, INC. — crossed $1B in regulatory AUM ($996.7M -> $1.08B). IAPD ↗
85
ELWOOD & GOETZ — crossed $1B in regulatory AUM ($813.0M -> $1.07B). IAPD ↗
85
LEGACY FINANCIAL GROUP — crossed $1B in regulatory AUM ($840.4M -> $1.01B). IAPD ↗
85
ST. CLAIR ADVISORS, LLC — crossed $1B in regulatory AUM ($997.6M -> $1.07B). IAPD ↗
85
JT STRATFORD, LLC — crossed $1B in regulatory AUM ($814.9M -> $1.01B). IAPD ↗
85
P/E GLOBAL LLC — crossed $1B in regulatory AUM ($702.6M -> $1.71B). IAPD ↗
85
WALKNER CONDON FINANCIAL ADVISORS LLC — crossed $1B in regulatory AUM ($732.8M -> $1.03B). IAPD ↗
85
NEW LEGACY GROUP, LLC — crossed $1B in regulatory AUM ($707.9M -> $1.28B). IAPD ↗
85
AVIER WEALTH ADVISORS — crossed $1B in regulatory AUM ($964.4M -> $1.19B). IAPD ↗
85
REAGAN COMPANIES ASSET MANAGEMENT, INC — crossed $1B in regulatory AUM ($992.3M -> $1.16B). IAPD ↗
85
ROTHSCHILD WEALTH LLC — crossed $1B in regulatory AUM ($751.1M -> $1.70B). IAPD ↗
85
ASA MANAGED ACCOUNT MANAGERS LLC — crossed $1B in regulatory AUM ($920.2M -> $1.06B). IAPD ↗
85
MARSHALL + STERLING WEALTH ADVISORS, INC. — crossed $1B in regulatory AUM ($995.8M -> $1.59B). IAPD ↗
85
TEAMWORK FINANCIAL ADVISORS, LLC — crossed $1B in regulatory AUM ($800.5M -> $1.01B). IAPD ↗
85
ZEVIN ASSET MANAGEMENT, LLC — crossed $1B in regulatory AUM ($892.9M -> $1.02B). IAPD ↗
85
THE JOSEPH GROUP CAPITAL MANAGEMENT — crossed $1B in regulatory AUM ($947.0M -> $1.09B). IAPD ↗
85
TREBUCHET CONSULTING, LLC — crossed $1B in regulatory AUM ($921.4M -> $1.08B). IAPD ↗
85
RED OAK FINANCIAL GROUP — crossed $1B in regulatory AUM ($836.8M -> $1.04B). IAPD ↗
85
FI3 FINANCIAL ADVISORS, LLC — crossed $1B in regulatory AUM ($928.4M -> $1.14B). IAPD ↗
85
DE GROOTE FINANCIAL GROUP, LLC — crossed $1B in regulatory AUM ($750.6M -> $1.22B). IAPD ↗
85
IBEX WEALTH ADVISORS, LLC — crossed $1B in regulatory AUM ($963.3M -> $1.28B). IAPD ↗
85
KERBERROSE WEALTH MANAGEMENT, LLC — crossed $1B in regulatory AUM ($909.8M -> $1.16B). IAPD ↗
85
LAFLEUR & GODFREY PRIVATE WEALTH MANAGEMENT — crossed $1B in regulatory AUM ($927.4M -> $1.02B). IAPD ↗
85
VIRTUS ADVISERS, LLC — crossed $1B in regulatory AUM ($567.1M -> $1.42B). IAPD ↗
85
EVERGREEN WEALTH — crossed $1B in regulatory AUM ($969.8M -> $1.18B). IAPD ↗
85
FOURTHSTONE LLC — crossed $1B in regulatory AUM ($957.5M -> $1.22B). IAPD ↗
85
CONCENTUS WEALTH ADVISORS — crossed $1B in regulatory AUM ($899.1M -> $1.08B). IAPD ↗
85
LIQUID STRATEGIES, LLC — crossed $1B in regulatory AUM ($950.4M -> $1.45B). IAPD ↗
85
SIVIA CAPITAL PARTNERS, LLC — crossed $1B in regulatory AUM ($640.8M -> $1.24B). IAPD ↗
85
FREEDOM 3 CAPITAL LLC — crossed $1B in regulatory AUM ($930.2M -> $1.05B). IAPD ↗
85
VERDAD ADVISERS, L.P. — crossed $1B in regulatory AUM ($867.3M -> $1.18B). IAPD ↗
85
GEOMETRIC WEALTH ADVISORS, LLC — crossed $1B in regulatory AUM ($971.6M -> $1.33B). IAPD ↗
85
LWM ADVISORY SERVICES, LLC — crossed $1B in regulatory AUM ($837.8M -> $1.09B). IAPD ↗
85
ALASKA WEALTH ADVISORS — crossed $1B in regulatory AUM ($925.4M -> $1.16B). IAPD ↗
85
FORTIS CAPITAL MANAGEMENT LLC — crossed $1B in regulatory AUM ($775.9M -> $1.16B). IAPD ↗
85
IFG ADVISORS, LLC — crossed $1B in regulatory AUM ($818.0M -> $1.03B). IAPD ↗
85
GR FINANCIAL GROUP, LLC — crossed $1B in regulatory AUM ($981.5M -> $1.05B). IAPD ↗
85
L2 ASSET MANAGEMENT, LLC — crossed $1B in regulatory AUM ($819.6M -> $1.27B). IAPD ↗
85
AUSTIN WEALTH MANAGEMENT, LLC — crossed $1B in regulatory AUM ($766.4M -> $1.08B). IAPD ↗
85
WATERFRONT WEALTH INC. — crossed $1B in regulatory AUM ($890.0M -> $1.14B). IAPD ↗
85
OAK HARVEST INVESTMENT SERVICES — crossed $1B in regulatory AUM ($940.8M -> $1.14B). IAPD ↗
85
LINEWEAVER WEALTH ADVISORS — crossed $1B in regulatory AUM ($908.4M -> $1.08B). IAPD ↗
85
SHARIAPORTFOLIO, INC. — crossed $1B in regulatory AUM ($260.9M -> $3.01B). IAPD ↗
85
LEAR INVESTMENT MANAGEMENT — crossed $1B in regulatory AUM ($805.7M -> $1.24B). IAPD ↗
85
PROVIDENCE CAPITAL ADVISORS, LLC — crossed $1B in regulatory AUM ($916.3M -> $1.07B). IAPD ↗
85
THE GLEASON GROUP, INC. — crossed $1B in regulatory AUM ($973.9M -> $1.61B). IAPD ↗
85
INTEGRATED INVESTMENT CONSULTANTS, LLC — crossed $1B in regulatory AUM ($773.2M -> $1.08B). IAPD ↗
85
GOLDSTONE FINANCIAL GROUP, LLC — crossed $1B in regulatory AUM ($917.5M -> $1.05B). IAPD ↗
85
BERKELEY CAPITAL PARTNERS, LLC — crossed $1B in regulatory AUM ($999.1M -> $1.10B). IAPD ↗
85
GIBBS WEALTH MANAGEMENT, LLC — crossed $1B in regulatory AUM ($639.2M -> $1.06B). IAPD ↗
85
MARIETTA WEALTH MANAGEMENT, LLC — crossed $1B in regulatory AUM ($974.4M -> $1.39B). IAPD ↗
85
DGS CAPITAL MANAGEMENT — crossed $1B in regulatory AUM ($535.5M -> $1.05B). IAPD ↗
85
STERLING INVESTMENT COUNSEL, LLC — crossed $1B in regulatory AUM ($819.3M -> $1.03B). IAPD ↗
85
ELEMENT POINTE FAMILY OFFICE — crossed $1B in regulatory AUM ($854.5M -> $1.22B). IAPD ↗
85
GLEN EAGLE ADVISORS, LLC — crossed $1B in regulatory AUM ($880.5M -> $1.03B). IAPD ↗
85
GOEHRING & ROZENCWAJG ASSOCIATES, LLC — crossed $1B in regulatory AUM ($726.2M -> $1.51B). IAPD ↗
85
VESTWELL ADVISORS LLC — crossed $1B in regulatory AUM ($427.1M -> $1.03B). IAPD ↗
85
CLARK ASSET MANAGEMENT, LLC — crossed $1B in regulatory AUM ($778.3M -> $1.32B). IAPD ↗
85
ISTO ADVISORS, LLC — crossed $1B in regulatory AUM ($871.6M -> $1.06B). IAPD ↗
85
MG&A WEALTH — crossed $1B in regulatory AUM ($801.7M -> $1.02B). IAPD ↗
85
FIDUCIARY FINANCIAL GROUP, LLC — crossed $1B in regulatory AUM ($865.2M -> $1.01B). IAPD ↗
85
JACKSON HOLE CAPITAL PARTNERS, LLC — crossed $1B in regulatory AUM ($967.5M -> $1.09B). IAPD ↗
85
WISS PRIVATE CLIENT ADVISORS, LLC — crossed $1B in regulatory AUM ($809.7M -> $1.22B). IAPD ↗
85
ONE CHARLES PRIVATE WEALTH — crossed $1B in regulatory AUM ($936.4M -> $1.09B). IAPD ↗
85
WEAVER CONSULTING GROUP, LLC — crossed $1B in regulatory AUM ($892.9M -> $1.05B). IAPD ↗
85
FINANCIAL PARTNERS GROUP, INC. — crossed $1B in regulatory AUM ($973.3M -> $1.15B). IAPD ↗
85
INTEGRITY ADVISORY SOLUTIONS — crossed $1B in regulatory AUM ($512.3M -> $1.10B). IAPD ↗
85
KPP ADVISORY SERVICES LLC — crossed $1B in regulatory AUM ($874.3M -> $1.24B). IAPD ↗
85
HIGH PROBABILITY ADVISORS, LLC — crossed $1B in regulatory AUM ($813.4M -> $1.05B). IAPD ↗
85
STAGE HARBOR FINANCIAL — crossed $1B in regulatory AUM ($972.9M -> $1.10B). IAPD ↗
85
LGL PARTNERS, LLC — crossed $1B in regulatory AUM ($847.9M -> $1.71B). IAPD ↗
85
CALIGAN PARTNERS — crossed $1B in regulatory AUM ($419.0M -> $1.09B). IAPD ↗
85
BRIO FINANCIAL GROUP — crossed $1B in regulatory AUM ($842.6M -> $1.06B). IAPD ↗
85
CREDICORP CAPITAL ADVISORS LLC — crossed $1B in regulatory AUM ($983.4M -> $1.58B). IAPD ↗
85
VESTIA PERSONAL WEALTH ADVISORS — crossed $1B in regulatory AUM ($827.3M -> $1.06B). IAPD ↗
85
HEIRLOOM WEALTH MANAGEMENT LLC — crossed $1B in regulatory AUM ($829.3M -> $1.11B). IAPD ↗
85
SOVEREIGN FINANCIAL GROUP, INC. — crossed $1B in regulatory AUM ($882.7M -> $1.08B). IAPD ↗
85
QP GLOBAL FAMILY OFFICES, LLC — crossed $1B in regulatory AUM ($964.0M -> $1.05B). IAPD ↗
85
MCGUIRE WEALTH MANAGEMENT — crossed $1B in regulatory AUM ($819.0M -> $1.06B). IAPD ↗
85
LAKE STREET — crossed $1B in regulatory AUM ($961.8M -> $1.16B). IAPD ↗
85
CENTURA WEALTH ADVISORY — crossed $1B in regulatory AUM ($769.1M -> $1.20B). IAPD ↗
85
DECISIONPOINT FINANCIAL, LLC — crossed $1B in regulatory AUM ($848.7M -> $1.22B). IAPD ↗
85
CALLODINE CAPITAL MANAGEMENT — crossed $1B in regulatory AUM ($787.3M -> $2.03B). IAPD ↗
85
PRINCIPAL ADVISED SERVICES — crossed $1B in regulatory AUM ($887.3M -> $1.42B). IAPD ↗
85
DURATION ASSET MANAGEMENT, LLC — crossed $1B in regulatory AUM ($467.3M -> $1.58B). IAPD ↗
85
JOURNEY WEALTH MANAGEMENT — crossed $1B in regulatory AUM ($940.7M -> $1.39B). IAPD ↗
85
MATTERN CAPITAL MANAGEMENT, LLC — crossed $1B in regulatory AUM ($998.9M -> $1.07B). IAPD ↗
85
KINTRA WEALTH, LLC — crossed $1B in regulatory AUM ($460.9M -> $1.50B). IAPD ↗
85
HOHIMER WEALTH MANAGEMENT, LLC — crossed $1B in regulatory AUM ($993.7M -> $1.26B). IAPD ↗
85
BASS AND BELL, INC. — crossed $1B in regulatory AUM ($874.6M -> $1.02B). IAPD ↗
85
CW INVESTMENT ADVISERS, LLC — crossed $1B in regulatory AUM ($884.0M -> $1.08B). IAPD ↗
85
SITTNER & NELSON, LLC — crossed $1B in regulatory AUM ($900.0M -> $1.05B). IAPD ↗
85
THE KELLY GROUP — crossed $1B in regulatory AUM ($953.2M -> $1.13B). IAPD ↗
85
CHILDRESS CAPITAL ADVISORS, LLC — crossed $1B in regulatory AUM ($826.2M -> $1.21B). IAPD ↗
85
HERITAGE CAPITAL ADVISORS, LLC — crossed $1B in regulatory AUM ($672.5M -> $1.26B). IAPD ↗
85
PIVOTAL ADVISORS LLC — crossed $1B in regulatory AUM ($412.3M -> $1.07B). IAPD ↗
85
CORVUS WEALTH ADVISORS LLC — crossed $1B in regulatory AUM ($870.6M -> $1.08B). IAPD ↗
85
SNOWWATER INVESTMENT PARTNERS, LLC — crossed $1B in regulatory AUM ($795.0M -> $1.30B). IAPD ↗
85
ASPIRE GROWTH PARTNERS LLC — crossed $1B in regulatory AUM ($992.5M -> $1.19B). IAPD ↗
85
RHO TREASURY — crossed $1B in regulatory AUM ($704.2M -> $1.89B). IAPD ↗
85
THEPARTNERS WEALTH MANAGEMENT — crossed $1B in regulatory AUM ($454.5M -> $1.18B). IAPD ↗
85
POINTOAK RETIREMENT ADVISORS — crossed $1B in regulatory AUM ($818.7M -> $1.08B). IAPD ↗
85
DOUBLE EAGLE FAMILY OFFICES, LLC — crossed $1B in regulatory AUM ($530.9M -> $1.40B). IAPD ↗
85
VANTAGE FINANCIAL PARTNERS, LLC — crossed $1B in regulatory AUM ($810.7M -> $1.02B). IAPD ↗
85
VERTEX PARTNERS — crossed $1B in regulatory AUM ($827.9M -> $1.01B). IAPD ↗
85
FORTITUDE FAMILY OFFICE — crossed $1B in regulatory AUM ($893.7M -> $1.00B). IAPD ↗
85
ADVYZON INVESTMENT MANAGEMENT, LLC — crossed $1B in regulatory AUM ($502.4M -> $1.68B). IAPD ↗
85
49 FINANCIAL — crossed $1B in regulatory AUM ($871.4M -> $1.40B). IAPD ↗
85
BREAKWATER CAPITAL GROUP — crossed $1B in regulatory AUM ($843.4M -> $1.02B). IAPD ↗
85
APOLLON FINANCIAL, LLC — crossed $1B in regulatory AUM ($890.4M -> $1.45B). IAPD ↗
85
SOLLINDA CAPITAL MANAGEMENT LLC — crossed $1B in regulatory AUM ($909.4M -> $1.02B). IAPD ↗
85
BUCK WEALTH STRATEGIES, LLC — crossed $1B in regulatory AUM ($565.4M -> $1.64B). IAPD ↗
85
SHERMAN PORTFOLIOS — crossed $1B in regulatory AUM ($581.6M -> $1.56B). IAPD ↗
85
SMITH BROTHERS FINANCIAL, LLC — crossed $1B in regulatory AUM ($999.2M -> $1.11B). IAPD ↗
85
JOCELYN INVESTMENT MANAGEMENT, LLC — crossed $1B in regulatory AUM ($919.7M -> $1.01B). IAPD ↗
85
UPTICK PARTNERS, LLC — crossed $1B in regulatory AUM ($688.1M -> $1.06B). IAPD ↗
85
SECOND LINE CAPITAL, LLC — crossed $1B in regulatory AUM ($723.0M -> $1.32B). IAPD ↗
85
BLUESTEM WEALTH PARTNERS, LLC — crossed $1B in regulatory AUM ($968.0M -> $1.12B). IAPD ↗
85
VICTORY FINANCIAL — crossed $1B in regulatory AUM ($687.6M -> $1.34B). IAPD ↗
85
COREVISION FINANCIAL GROUP — crossed $1B in regulatory AUM ($352.3M -> $1.15B). IAPD ↗
85
BRIDGEPORT FINANCIAL SOLUTIONS — crossed $1B in regulatory AUM ($484.5M -> $1.05B). IAPD ↗
85
FARTHER ASSET MANAGEMENT, LLC — crossed $1B in regulatory AUM ($290.6M -> $2.91B). IAPD ↗
85
FIDUCIARY BENEFITS GROUP — crossed $1B in regulatory AUM ($843.4M -> $1.07B). IAPD ↗
85
THREE SEASONS WEALTH — crossed $1B in regulatory AUM ($361.7M -> $1.23B). IAPD ↗
85
FORM WEALTH ADVISORS, LLC — crossed $1B in regulatory AUM ($932.3M -> $1.06B). IAPD ↗
85
TRIAD WEALTH PARTNERS, LLC — crossed $1B in regulatory AUM ($425.0M -> $1.53B). IAPD ↗
85
AC WEALTH PARTNERS — crossed $1B in regulatory AUM ($466.4M -> $1.07B). IAPD ↗
85
LEGACY EDGE ADVISORS — crossed $1B in regulatory AUM ($896.2M -> $1.23B). IAPD ↗
85
CRUSONIA WEALTH ADVISORS LLC — crossed $1B in regulatory AUM ($161.3M -> $1.18B). IAPD ↗
85
ALLEGIANT WEALTH ADVISORS, LLC — crossed $1B in regulatory AUM ($956.5M -> $1.17B). IAPD ↗
85
BEARING POINT CAPITAL — crossed $1B in regulatory AUM ($907.5M -> $1.11B). IAPD ↗
85
BURLING WEALTH PARTNERS — crossed $1B in regulatory AUM ($768.0M -> $1.00B). IAPD ↗
85
BASECAMP WEALTH ADVISORS, LLC — crossed $1B in regulatory AUM ($882.3M -> $1.08B). IAPD ↗
85
LATHROP INVESTMENT MANAGEMENT COMPANY — crossed $1B in regulatory AUM ($937.1M -> $1.01B). IAPD ↗
85
VERITA STRATEGIC WEALTH PARTNERS, LLC — crossed $1B in regulatory AUM ($854.8M -> $1.01B). IAPD ↗
85
MARBLE WEALTH, LLC — crossed $1B in regulatory AUM ($894.6M -> $1.05B). IAPD ↗
85
PIVOT CAPITAL PARTNERS LLC — crossed $1B in regulatory AUM ($139.0M -> $1.40B). IAPD ↗
85
OPENARC CORPORATE ADVISORY, LLC — crossed $1B in regulatory AUM ($443.7M -> $10.09B). IAPD ↗
85
J.P. MORGAN SECURITIES LLC — grew from 8097 to 8479 advisory reps. IAPD ↗
85
ESI FINANCIAL ADVISORS — grew from 430 to 460 advisory reps. IAPD ↗
85
JANNEY MONTGOMERY SCOTT LLC — grew from 1208 to 1614 advisory reps. IAPD ↗
85
FIFTH THIRD SECURITIES, INC. — grew from 788 to 848 advisory reps. IAPD ↗
85
STIFEL, NICOLAUS & COMPANY, INCORPORATED — grew from 3045 to 3079 advisory reps. IAPD ↗
85
PRINCIPAL SECURITIES, INC. — grew from 1436 to 1464 advisory reps. IAPD ↗
85
WILLIAM BLAIR & COMPANY L.L.C. — grew from 201 to 231 advisory reps. IAPD ↗
85
GILDER GAGNON HOWE & CO. LLC — grew from 31 to 55 advisory reps. IAPD ↗
85
VOYA FINANCIAL ADVISORS, INC. — grew from 563 to 638 advisory reps. IAPD ↗
85
STATE FARM INVESTMENT MANAGEMENT CORP. — grew from 150 to 7930 advisory reps. IAPD ↗
85
HORNOR, TOWNSEND & KENT, LLC — grew from 398 to 426 advisory reps. IAPD ↗
85
AMERIPRISE FINANCIAL SERVICES, LLC — grew from 12636 to 12681 advisory reps. IAPD ↗
85
LPL FINANCIAL LLC — grew from 28347 to 36280 advisory reps. IAPD ↗
85
EQUITABLE ADVISORS, LLC — grew from 4272 to 4664 advisory reps. IAPD ↗
85
AUSDAL FINANCIAL PARTNERS, INC. — grew from 152 to 168 advisory reps. IAPD ↗
85
ROBERT W. BAIRD & CO. INCORPORATED — grew from 3047 to 3170 advisory reps. IAPD ↗
85
LPL ENTERPRISE, LLC — grew from 3130 to 4492 advisory reps. IAPD ↗
85
PRIMERICA ADVISORS — grew from 3732 to 3959 advisory reps. IAPD ↗
85
MML INVESTORS SERVICES, LLC — grew from 4935 to 4961 advisory reps. IAPD ↗
85
WELLS FARGO ADVISORS — grew from 2274 to 2366 advisory reps. IAPD ↗
85
U.S. BANCORP ADVISORS, LLC — grew from 126 to 141 advisory reps. IAPD ↗
85
HUNTINGTON FINANCIAL ADVISORS — grew from 398 to 415 advisory reps. IAPD ↗
85
U.S. BANCORP INVESTMENTS, INC. — grew from 919 to 944 advisory reps. IAPD ↗
85
NBC SECURITIES, INC. — grew from 39 to 63 advisory reps. IAPD ↗
85
THRIVENT INVESTMENT MANAGEMENT INC. — grew from 2774 to 2963 advisory reps. IAPD ↗
85
HSBC SECURITIES (USA) INC. — grew from 376 to 402 advisory reps. IAPD ↗
85
UNITED PLANNERS' FINANCIAL SERVICES OF AMERICA A LIMITED PARTNER — grew from 477 to 546 advisory reps. IAPD ↗
85
OSAIC WEALTH, INC. — grew from 6276 to 7143 advisory reps. IAPD ↗
85
OSAIC INSTITUTIONS, INC. — grew from 446 to 478 advisory reps. IAPD ↗
85
CITIZENS SECURITIES, INC. — grew from 400 to 454 advisory reps. IAPD ↗
85
VALIC FINANCIAL ADVISORS, INC. — grew from 1239 to 1280 advisory reps. IAPD ↗
85
FIRST CITIZENS INVESTOR SERVICES, INC. — grew from 148 to 164 advisory reps. IAPD ↗
85
HANTZ FINANCIAL SERVICES, INC. — grew from 293 to 333 advisory reps. IAPD ↗
85
PARK AVENUE SECURITIES LLC — grew from 1963 to 2054 advisory reps. IAPD ↗
85
EDELMAN FINANCIAL ENGINES — grew from 470 to 553 advisory reps. IAPD ↗
85
STRATEGIC ADVISERS LLC — grew from 16178 to 17112 advisory reps. IAPD ↗
85
PACIFIC INVESTMENT MANAGEMENT COMPANY LLC — grew from 564 to 628 advisory reps. IAPD ↗
85
MONETA GROUP INVESTMENT ADVISORS, LLC — grew from 220 to 239 advisory reps. IAPD ↗
85
CREATIVE PLANNING — grew from 1319 to 1538 advisory reps. IAPD ↗
85
CETERA INVESTMENT ADVISERS LLC — grew from 6825 to 9049 advisory reps. IAPD ↗
85
CLEARSTEAD; CLEARSTEAD ADVISORY SOLUTIONS — grew from 85 to 104 advisory reps. IAPD ↗
85
NORTHERN TRUST INVESTMENTS, INCORPORATED — grew from 200 to 219 advisory reps. IAPD ↗
85
SCHRODER INVESTMENT MANAGEMENT NORTH AMERICA INC — grew from 72 to 110 advisory reps. IAPD ↗
85
BARINGS LLC — grew from 419 to 465 advisory reps. IAPD ↗
85
TRUSTMONT ADVISORY GROUP, INC. — grew from 41 to 60 advisory reps. IAPD ↗
85
VICTORY CAPITAL MANAGEMENT INC. — grew from 135 to 170 advisory reps. IAPD ↗
85
F L PUTNAM INVESTMENT MANAGEMENT CO. — grew from 73 to 90 advisory reps. IAPD ↗
85
WELLINGTON MANAGEMENT COMPANY LLP — grew from 479 to 497 advisory reps. IAPD ↗
85
GOLDMAN SACHS WEALTH SERVICES, L.P. — grew from 1055 to 1134 advisory reps. IAPD ↗
85
VANGUARD ADVISERS, INC. — grew from 1567 to 1903 advisory reps. IAPD ↗
85
MEEDER ADVISORY SERVICES, INC. — grew from 38 to 54 advisory reps. IAPD ↗
85
FIRST TRUST ADVISORS LP — grew from 125 to 143 advisory reps. IAPD ↗
85
J.P. MORGAN INVESTMENT MANAGEMENT INC. — grew from 2143 to 2260 advisory reps. IAPD ↗
85
BLACKROCK FINANCIAL MANAGEMENT, INC — grew from 828 to 889 advisory reps. IAPD ↗
85
SAVANT WEALTH MANAGEMENT — grew from 178 to 238 advisory reps. IAPD ↗
85
NISA INVESTMENT ADVISORS, LLC — grew from 202 to 217 advisory reps. IAPD ↗
85
GOLDMAN SACHS ASSET MANAGEMENT, L.P. — grew from 907 to 1379 advisory reps. IAPD ↗
85
COLUMBIA MANAGEMENT INVESTMENT ADVISERS, LLC — grew from 392 to 440 advisory reps. IAPD ↗
85
FIDELITY MANAGEMENT & RESEARCH COMPANY LLC — grew from 727 to 744 advisory reps. IAPD ↗
85
ALLIANCEBERNSTEIN L.P. — grew from 871 to 1616 advisory reps. IAPD ↗
85
ASSETMARK, INC. — grew from 244 to 269 advisory reps. IAPD ↗
85
MAI CAPITAL MANAGEMENT, LLC — grew from 204 to 230 advisory reps. IAPD ↗
85
J.P. MORGAN PRIVATE INVESTMENTS INC. — grew from 73 to 96 advisory reps. IAPD ↗
85
NWF ADVISORY SERVICES INC — grew from 71 to 102 advisory reps. IAPD ↗
85
EAGLE STRATEGIES LLC — grew from 2093 to 2463 advisory reps. IAPD ↗
85
EP WEALTH ADVISORS — grew from 214 to 320 advisory reps. IAPD ↗
85
CAIN, WATTERS & ASSOCIATES, LLC — grew from 71 to 86 advisory reps. IAPD ↗
85
AQR CAPITAL MANAGEMENT, LLC — grew from 238 to 276 advisory reps. IAPD ↗
85
MARINER INSTITUTIONAL, LLC — grew from 113 to 148 advisory reps. IAPD ↗
85
EMPOWER ADVISORY GROUP, LLC — grew from 802 to 6138 advisory reps. IAPD ↗
85
ADVISORS CAPITAL MANAGEMENT, LLC — grew from 41 to 57 advisory reps. IAPD ↗
85
J. W. COLE ADVISORS, INC. — grew from 434 to 468 advisory reps. IAPD ↗
85
MISSION WEALTH MANAGEMENT, LP — grew from 97 to 117 advisory reps. IAPD ↗
85
PARAMETRIC PORTFOLIO ASSOCIATES — grew from 198 to 213 advisory reps. IAPD ↗
85
SEGAL MARCO ADVISORS — grew from 86 to 103 advisory reps. IAPD ↗
85
WEALTH ENHANCEMENT ADVISORY SERVICES, LLC — grew from 730 to 850 advisory reps. IAPD ↗
85
SEQUOIA FINANCIAL GROUP, L.L.C. — grew from 168 to 195 advisory reps. IAPD ↗
85
BEACON POINTE ADVISORS, LLC — grew from 355 to 440 advisory reps. IAPD ↗
85
PARTNERS CAPITAL INVESTMENT GROUP, LLP — grew from 85 to 102 advisory reps. IAPD ↗
85
INDEPENDENT FINANCIAL PARTNERS — grew from 261 to 302 advisory reps. IAPD ↗
85
THE INSTITUTE — grew from 3 to 21 advisory reps. IAPD ↗
85
GWN SECURITIES INC. — grew from 423 to 448 advisory reps. IAPD ↗
85
SIMON QUICK ADVISORS, LLC — grew from 57 to 77 advisory reps. IAPD ↗
85
CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC. — grew from 3327 to 3496 advisory reps. IAPD ↗
85
CURI CAPITAL, LLC — grew from 91 to 106 advisory reps. IAPD ↗
85
UNITED CAPITAL FINANCIAL ADVISORS — grew from 138 to 162 advisory reps. IAPD ↗
85
ELEVATION POINT WEALTH PARTNERS, LLC — grew from 20 to 39 advisory reps. IAPD ↗
85
NAVY FEDERAL INVESTMENT SERVICES, LLC — grew from 91 to 147 advisory reps. IAPD ↗
85
INTEGRITY ALLIANCE, LLC — grew from 164 to 322 advisory reps. IAPD ↗
85
MERIT FINANCIAL ADVISORS — grew from 144 to 229 advisory reps. IAPD ↗
85
COMPOSITION WEALTH, LLC — grew from 46 to 63 advisory reps. IAPD ↗
85
HIGHTOWER ADVISORS, LLC — grew from 889 to 953 advisory reps. IAPD ↗
85
INSIGHT INVESTMENT — grew from 83 to 112 advisory reps. IAPD ↗
85
ADVISORY SERVICES NETWORK — grew from 208 to 247 advisory reps. IAPD ↗
85
GALLAGHER FIDUCIARY ADVISORS, LLC — grew from 160 to 218 advisory reps. IAPD ↗
85
NB ALTERNATIVES ADVISERS LLC — grew from 200 to 224 advisory reps. IAPD ↗
85
CERITY PARTNERS LLC — grew from 862 to 1102 advisory reps. IAPD ↗
85
STRATOS WEALTH PARTNERS, LTD — grew from 325 to 352 advisory reps. IAPD ↗
85
ASHTON THOMAS PRIVATE WEALTH — grew from 35 to 63 advisory reps. IAPD ↗
85
ALPHASTAR CAPITAL MANAGEMENT — grew from 109 to 130 advisory reps. IAPD ↗
85
RFG ADVISORY, LLC — grew from 135 to 162 advisory reps. IAPD ↗
85
ICONIQ CAPITAL, LLC — grew from 136 to 158 advisory reps. IAPD ↗
85
TIDAL INVESTMENTS LLC — grew from 19 to 50 advisory reps. IAPD ↗
85
MUTUAL ADVISORS, LLC — grew from 123 to 158 advisory reps. IAPD ↗
85
NORTHROCK PARTNERS, LLC — grew from 50 to 91 advisory reps. IAPD ↗
85
INDEPENDENT ADVISOR ALLIANCE, LLC — grew from 219 to 247 advisory reps. IAPD ↗
85
APELLA WEALTH — grew from 68 to 93 advisory reps. IAPD ↗
85
NEWEDGE ADVISORS — grew from 465 to 515 advisory reps. IAPD ↗
85
COMPOUND PLANNING, INC. — grew from 48 to 76 advisory reps. IAPD ↗
85
WEALTHCARE ADVISORY PARTNERS LLC — grew from 154 to 173 advisory reps. IAPD ↗
85
THE WEALTH CONSULTING GROUP — grew from 115 to 131 advisory reps. IAPD ↗
85
KNIGHTS OF COLUMBUS ASSET ADVISORS LLC — grew from 208 to 233 advisory reps. IAPD ↗
85
FOUNDATIONS INVESTMENT ADVISORS LLC — grew from 229 to 289 advisory reps. IAPD ↗
85
WORLD INVESTMENT ADVISORS, LLC — grew from 156 to 471 advisory reps. IAPD ↗
85
BANKERS LIFE ADVISORY SERVICES, INC. — grew from 384 to 433 advisory reps. IAPD ↗
85
KESTRA ADVISORY SERVICES, LLC — grew from 1299 to 1359 advisory reps. IAPD ↗
85
SAGESPRING WEALTH PARTNERS — grew from 75 to 100 advisory reps. IAPD ↗
85
ONEASCENT FINANCIAL SERVICES LLC — grew from 57 to 74 advisory reps. IAPD ↗
85
INTEGRATED WEALTH CONCEPTS LLC — grew from 452 to 491 advisory reps. IAPD ↗
85
EVERSOURCE WEALTH ADVISORS, LLC — grew from 40 to 76 advisory reps. IAPD ↗
85
PRIME CAPITAL FINANCIAL — grew from 245 to 266 advisory reps. IAPD ↗
85
INTEGRITY ADVISORY SOLUTIONS — grew from 90 to 108 advisory reps. IAPD ↗
85
ROCKEFELLER CAPITAL MANAGEMENT — grew from 748 to 815 advisory reps. IAPD ↗
85
ROCKEFELLER CAPITAL MANAGEMENT — grew from 157 to 372 advisory reps. IAPD ↗
85
PRINCIPAL ADVISED SERVICES — grew from 215 to 230 advisory reps. IAPD ↗
85
SUMMIT FINANCIAL, LLC — grew from 139 to 216 advisory reps. IAPD ↗
85
KINTRA WEALTH, LLC — grew from 7 to 28 advisory reps. IAPD ↗
85
INSPIRE ADVISORS, LLC — grew from 46 to 63 advisory reps. IAPD ↗
85
SIGNAL ADVISORS WEALTH, LLC — grew from 10 to 37 advisory reps. IAPD ↗
85
IEQ CAPITAL, LLC — grew from 140 to 193 advisory reps. IAPD ↗
85
THE AMERIFLEX GROUP — grew from 166 to 181 advisory reps. IAPD ↗
85
NEW EDGE WEALTH — grew from 70 to 99 advisory reps. IAPD ↗
85
HUB INVESTMENT PARTNERS, LLC — grew from 80 to 103 advisory reps. IAPD ↗
85
CW ADVISORS, LLC — grew from 62 to 89 advisory reps. IAPD ↗
85
IMPACT PARTNERSHIP WEALTH, LLC — grew from 72 to 89 advisory reps. IAPD ↗
85
THE ASCENT GROUP, LLC — grew from 4 to 19 advisory reps. IAPD ↗
85
VESTGEN ADVISORS, LLC — grew from 30 to 58 advisory reps. IAPD ↗
85
BUCK WEALTH STRATEGIES, LLC — grew from 20 to 39 advisory reps. IAPD ↗
85
GATEWAY WEALTH PARTNERS, LLC — grew from 66 to 83 advisory reps. IAPD ↗
85
UPTICK PARTNERS, LLC — grew from 7 to 25 advisory reps. IAPD ↗
85
MODERN WEALTH MANAGEMENT, LLC — grew from 54 to 102 advisory reps. IAPD ↗
85
DIVERSIFY ADVISORY SERVICES, LLC — grew from 94 to 110 advisory reps. IAPD ↗
85
TRIAD WEALTH PARTNERS, LLC — grew from 13 to 33 advisory reps. IAPD ↗
85
GC WEALTH MANAGEMENT RIA, LLC — grew from 17 to 34 advisory reps. IAPD ↗
85
DIVERSIFY WEALTH MANAGEMENT, LLC — grew from 48 to 70 advisory reps. IAPD ↗
84
1834 INVESTMENT ADVISORS CO. — grew from 16 to 30 advisory reps. IAPD ↗
84
MEEDER ASSET MANAGEMENT, INC. — grew from 19 to 33 advisory reps. IAPD ↗
84
TRANSAMERICA RETIREMENT ADVISORS, LLC — grew from 159 to 173 advisory reps. IAPD ↗
84
ALLWORTH FINANCIAL, L.P. — grew from 151 to 165 advisory reps. IAPD ↗
84
BENJAMIN F. EDWARDS & COMPANY, INCORPORATED — grew from 436 to 450 advisory reps. IAPD ↗
84
BTG PACTUAL ASSET MANAGEMENT US , LLC — grew from 94 to 108 advisory reps. IAPD ↗
84
THE PINNACLE FINANCIAL GROUP — grew from 40 to 54 advisory reps. IAPD ↗
84
ALERA INVESTMENT ADVISORS, LLC — grew from 53 to 67 advisory reps. IAPD ↗
84
PTMA INVESTMENT ADVISORS — grew from 67 to 81 advisory reps. IAPD ↗
84
THE BALDWIN GROUP WEALTH ADVISORS, LLC — grew from 36 to 50 advisory reps. IAPD ↗
84
ASCENTIS INDEPENDENT ADVISORS, LLC — grew from 25 to 39 advisory reps. IAPD ↗
83
ONEAMERICA SECURITIES, INC. — grew from 289 to 306 advisory reps. IAPD ↗
83
W&S BROKERAGE SERVICES, INC. — grew from 67 to 86 advisory reps. IAPD ↗
83
PRINCIPAL ASSET MANAGEMENT — grew from 324 to 337 advisory reps. IAPD ↗
83
MWA FINANCIAL SERVICES, INC. — grew from 134 to 164 advisory reps. IAPD ↗
83
SAX WEALTH ADVISORS, LLC — grew from 24 to 37 advisory reps. IAPD ↗
83
AMERICAN INDEPENDENT SECURITIES GROUP, LLC — grew from 34 to 49 advisory reps. IAPD ↗
83
CORE PLANNING — grew from 32 to 61 advisory reps. IAPD ↗
83
KESTRA PRIVATE WEALTH SERVICES, LLC — grew from 198 to 211 advisory reps. IAPD ↗
83
GLOBAL VIEW CAPITAL MANAGEMENT LLC — grew from 85 to 107 advisory reps. IAPD ↗
83
CORECAP ADVISORS — grew from 97 to 110 advisory reps. IAPD ↗
83
VESTMARK ADVISORY SOLUTIONS, INC. — grew from 12 to 25 advisory reps. IAPD ↗
83
AE WEALTH MANAGEMENT, LLC — grew from 435 to 448 advisory reps. IAPD ↗
83
XYPN INVEST — grew from 34 to 51 advisory reps. IAPD ↗
83
FLORIDA FINANCIAL ADVISORS, LLC — grew from 457 to 667 advisory reps. IAPD ↗
83
VICTORY FINANCIAL — grew from 34 to 47 advisory reps. IAPD ↗
82
DAVENPORT & COMPANY LLC — grew from 216 to 228 advisory reps. IAPD ↗
82
WESBANCO SECURITIES, INC. — grew from 28 to 42 advisory reps. IAPD ↗
82
T. ROWE PRICE ASSOCIATES, INC. — grew from 533 to 545 advisory reps. IAPD ↗
82
MORGAN STANLEY AIP GP LP — grew from 157 to 169 advisory reps. IAPD ↗
82
MCF ADVISORS, LLC — grew from 18 to 30 advisory reps. IAPD ↗
82
BIP WEALTH, LLC — grew from 36 to 48 advisory reps. IAPD ↗
82
SOLTIS INVESTMENT ADVISORS, LLC — grew from 51 to 63 advisory reps. IAPD ↗
82
FIDUCIARY FINANCIAL ADVISORS — grew from 38 to 50 advisory reps. IAPD ↗
82
CYNDEO WEALTH PARTNERS — grew from 15 to 27 advisory reps. IAPD ↗
81
OAKTREE CAPITAL MANAGEMENT, L.P. — grew from 271 to 282 advisory reps. IAPD ↗
81
LARSON FINANCIAL GROUP, LLC — grew from 57 to 68 advisory reps. IAPD ↗
81
CAPITAL INVESTMENT ADVISORY SERVICES, LLC — grew from 76 to 87 advisory reps. IAPD ↗
81
CORNERSTONE WEALTH MANAGEMENT, LLC — grew from 91 to 102 advisory reps. IAPD ↗
81
NICOLET WEALTH MANAGEMENT — grew from 34 to 45 advisory reps. IAPD ↗
81
DAKOTA WEALTH, LLC — grew from 50 to 61 advisory reps. IAPD ↗
80
CHARLES SCHWAB & CO., INC. — grew from 3692 to 4127 advisory reps. IAPD ↗
80
KAYNE ANDERSON CAPITAL ADVISORS, L.P. — grew from 132 to 142 advisory reps. IAPD ↗
80
WEALTHSPIRE ADVISORS — grew from 185 to 195 advisory reps. IAPD ↗
80
CIBC PRIVATE WEALTH ADVISORS, INC. — grew from 210 to 220 advisory reps. IAPD ↗
80
BEAM WEALTH ADVISORS, INC. — grew from 17 to 27 advisory reps. IAPD ↗
80
JOHNSON WEALTH INC. — grew from 61 to 71 advisory reps. IAPD ↗
80
EMERSON EQUITY LLC — grew from 72 to 84 advisory reps. IAPD ↗
80
PERIGON WEALTH MANAGEMENT, LLC — grew from 82 to 92 advisory reps. IAPD ↗
80
ALIGHT FINANCIAL ADVISORS, LLC — grew from 50 to 60 advisory reps. IAPD ↗
80
SCHWAB WEALTH ADVISORY, INC. — grew from 987 to 1375 advisory reps. IAPD ↗
80
DUNCAN WILLIAMS ASSET MANAGEMENT, LLC — grew from 5 to 15 advisory reps. IAPD ↗
80
GIBBS WEALTH MANAGEMENT, LLC — grew from 49 to 59 advisory reps. IAPD ↗
80
FBL WEALTH MANAGEMENT, LLC — grew from 138 to 170 advisory reps. IAPD ↗
80
BULL HARBOR CAPITAL LLC. — grew from 16 to 28 advisory reps. IAPD ↗
80
CRUSONIA WEALTH ADVISORS LLC — grew from 4 to 14 advisory reps. IAPD ↗
80
INDIVISIBLE PARTNERS — grew from 3 to 13 advisory reps. IAPD ↗
79
METROPOLITAN WEST ASSET MANAGEMENT LLC — grew from 77 to 86 advisory reps. IAPD ↗
79
JANUS HENDERSON INVESTORS — grew from 143 to 152 advisory reps. IAPD ↗
79
LASALLE ST. INVESTMENT ADVISORS, L.L.C. — grew from 137 to 146 advisory reps. IAPD ↗
79
ONE CAPITAL MANAGEMENT, LLC — grew from 46 to 55 advisory reps. IAPD ↗
79
SILVERCREST ASSET MANAGEMENT GROUP LLC — grew from 83 to 92 advisory reps. IAPD ↗
79
FOUNDERS FINANCIAL SECURITIES, LLC — grew from 92 to 101 advisory reps. IAPD ↗
79
ADVOCACY WEALTH MANAGEMENT, LLC — grew from 17 to 26 advisory reps. IAPD ↗
79
OFFIT CAPITAL — grew from 46 to 55 advisory reps. IAPD ↗
79
LANTERN WEALTH ADVISORS, LLC — grew from 15 to 26 advisory reps. IAPD ↗
79
CAPITAL INVESTMENT ADVISORS, LLC — grew from 46 to 55 advisory reps. IAPD ↗
79
ROTHSCHILD WEALTH LLC — grew from 14 to 23 advisory reps. IAPD ↗
79
BRYN MAWR TRUST ADVISORS, LLC — grew from 46 to 55 advisory reps. IAPD ↗
79
TOWNSQUARE CAPITAL, LLC — grew from 8 to 17 advisory reps. IAPD ↗
79
BLUEPRINT FINANCIAL ADVISORS — grew from 17 to 28 advisory reps. IAPD ↗
79
MARIDEA WEALTH MANAGEMENT — grew from 15 to 26 advisory reps. IAPD ↗
79
PARKWOODS WEALTH PARTNERS, LLC — grew from 3 to 14 advisory reps. IAPD ↗
79
SANTA BARBARA MANAGEMENT — grew from 6 to 17 advisory reps. IAPD ↗
78
WILMINGTON TRUST INVESTMENT MANAGEMENT — grew from 17 to 30 advisory reps. IAPD ↗
78
CALAMOS ADVISORS LLC — grew from 106 to 114 advisory reps. IAPD ↗
78
SYM FINANCIAL ADVISORS — grew from 41 to 49 advisory reps. IAPD ↗
78
MIO PARTNERS, INC. — grew from 58 to 66 advisory reps. IAPD ↗
78
TLG ADVISORS, INC. — grew from 147 to 155 advisory reps. IAPD ↗
78
ABRDN INC. — grew from 47 to 55 advisory reps. IAPD ↗
78
PLANTE MORAN FINANCIAL ADVISORS — grew from 138 to 146 advisory reps. IAPD ↗
78
REGAL INVESTMENT ADVISORS LLC — grew from 110 to 118 advisory reps. IAPD ↗
78
VALEO FINANCIAL ADVISORS, LLC — grew from 111 to 119 advisory reps. IAPD ↗
78
APRIO WEALTH MANAGEMENT, LLC — grew from 24 to 32 advisory reps. IAPD ↗
78
ASPIRIANT, LLC — grew from 97 to 105 advisory reps. IAPD ↗
78
SNOWDEN CAPITAL ADVISORS LLC — grew from 97 to 105 advisory reps. IAPD ↗
78
TRAJAN WEALTH, L.L.C. — grew from 38 to 46 advisory reps. IAPD ↗
78
ARCHFORD CAPITAL STRATEGIES, LLC — grew from 8 to 16 advisory reps. IAPD ↗
78
GLOBAL RETIREMENT PARTNERS LLC — grew from 434 to 442 advisory reps. IAPD ↗
78
CHEQUERS FINANCIAL MANAGEMENT LLC — grew from 5 to 13 advisory reps. IAPD ↗
78
1900 WEALTH — grew from 12 to 20 advisory reps. IAPD ↗
78
QUANTINNO CAPITAL MANAGEMENT LP — grew from 5 to 13 advisory reps. IAPD ↗
78
AMERICANA PARTNERS, LLC — grew from 26 to 34 advisory reps. IAPD ↗
78
FIDELITY INSTITUTIONAL WEALTH ADVISER LLC — grew from 93 to 101 advisory reps. IAPD ↗
78
F/M INVESTMENTS LLC — grew from 38 to 46 advisory reps. IAPD ↗
78
QRG CAPITAL MANAGEMENT, INC. — grew from 4 to 12 advisory reps. IAPD ↗
78
ONEPOINT BFG WEALTH PARTNERS — grew from 96 to 104 advisory reps. IAPD ↗
78
UNITED ADVISOR GROUP — grew from 43 to 51 advisory reps. IAPD ↗
78
SAPIENT CAPITAL LLC — grew from 22 to 30 advisory reps. IAPD ↗
78
DIGITAL WEALTH PARTNERS — grew from 7 to 17 advisory reps. IAPD ↗
78
A&M PRIVATE WEALTH PARTNERS, LLC — grew from 15 to 23 advisory reps. IAPD ↗
78
FS DIGITAL INFRASTRUCTURE ADVISOR, LLC — grew from 2 to 10 advisory reps. IAPD ↗
77
MARQUETTE ASSOCIATES, INC. — grew from 57 to 64 advisory reps. IAPD ↗
77
BOYD WATTERSON ASSET MANAGEMENT, LLC — grew from 44 to 51 advisory reps. IAPD ↗
77
GRIMES & COMPANY — grew from 29 to 36 advisory reps. IAPD ↗
77
SLC MANAGEMENT — grew from 101 to 108 advisory reps. IAPD ↗
77
SOWELL MANAGEMENT — grew from 87 to 94 advisory reps. IAPD ↗
77
PNC WEALTH MANAGEMENT — grew from 818 to 825 advisory reps. IAPD ↗
77
J. SAFRA ASSET MANAGEMENT CORPORATION — grew from 6 to 13 advisory reps. IAPD ↗
77
WATERLOO CAPITAL — grew from 37 to 44 advisory reps. IAPD ↗
77
METLIFE INVESTMENT MANAGEMENT, LLC — grew from 688 to 695 advisory reps. IAPD ↗
77
FORUM FINANCIAL MANAGEMENT, LP — grew from 87 to 94 advisory reps. IAPD ↗
77
JACOBI CAPITAL MANAGEMENT, LLC — grew from 24 to 31 advisory reps. IAPD ↗
77
EVERCORE WEALTH MANAGEMENT, LLC — grew from 61 to 68 advisory reps. IAPD ↗
77
VERUS CAPITAL PARTNERS, LLC — grew from 38 to 45 advisory reps. IAPD ↗
77
KAWA CAPITAL MANAGEMENT, INC. — grew from 16 to 23 advisory reps. IAPD ↗
77
ANGELES WEALTH MANAGEMENT, LLC — grew from 6 to 13 advisory reps. IAPD ↗
77
APTUS CAPITAL ADVISORS, LLC — grew from 19 to 26 advisory reps. IAPD ↗
77
VISIONARY WEALTH ADVISORS, LLC — grew from 44 to 51 advisory reps. IAPD ↗
77
SPIDERROCK ADVISORS, LLC — grew from 36 to 43 advisory reps. IAPD ↗
77
WESTERN WEALTH MANAGEMENT LLC — grew from 88 to 95 advisory reps. IAPD ↗
77
PINEBRIDGE INVESTMENTS LLC — grew from 115 to 122 advisory reps. IAPD ↗
77
CBIZ INVESTMENT ADVISORY SERVICES, LLC — grew from 80 to 87 advisory reps. IAPD ↗
77
FROST INVESTMENT SERVICES — grew from 104 to 111 advisory reps. IAPD ↗
77
JORDAN PARK GROUP LLC — grew from 92 to 99 advisory reps. IAPD ↗
77
MARINER INDEPENDENT — grew from 99 to 106 advisory reps. IAPD ↗
77
VELA INVESTMENT MANAGEMENT, LLC — grew from 14 to 23 advisory reps. IAPD ↗
77
GDS WEALTH MANAGEMENT — grew from 15 to 22 advisory reps. IAPD ↗
77
CONCENTRIC — grew from 9 to 16 advisory reps. IAPD ↗
77
ENCOMPASS MORE ASSET MANAGEMENT LLC — grew from 76 to 85 advisory reps. IAPD ↗
77
SOVRAN ADVISORS, LLC — grew from 53 to 60 advisory reps. IAPD ↗
77
XCELSIOR ADVISOR PARTNERS LLC — grew from 4 to 13 advisory reps. IAPD ↗
77
YOUR IA, LLC — grew from 3 to 15 advisory reps. IAPD ↗
76
SHELTON CAPITAL MANAGEMENT — grew from 17 to 23 advisory reps. IAPD ↗
76
SOUTHEASTERN ASSET MANAGEMENT INC. — grew from 8 to 14 advisory reps. IAPD ↗
76
PAYDEN & RYGEL — grew from 116 to 122 advisory reps. IAPD ↗
76
GIBRALTAR CAPITAL MANAGEMENT, INC. — grew from 12 to 18 advisory reps. IAPD ↗
76
SUMMITRY, LLC — grew from 14 to 20 advisory reps. IAPD ↗
76
WALDRON PRIVATE WEALTH — grew from 41 to 47 advisory reps. IAPD ↗
76
DAI WEALTH, LLC — grew from 32 to 40 advisory reps. IAPD ↗
76
NORTHWEST ASSET MANAGEMENT — grew from 38 to 44 advisory reps. IAPD ↗
76
QUADCAP WEALTH MANAGEMENT, LLC — grew from 12 to 18 advisory reps. IAPD ↗
76
MERIDIAN WEALTH MANAGEMENT, LLC — grew from 53 to 59 advisory reps. IAPD ↗
76
ASSET ALLOCATION STRATEGIES, LLC — grew from 39 to 45 advisory reps. IAPD ↗
76
CONNECTICUT WEALTH MANAGEMENT, LLC — grew from 40 to 46 advisory reps. IAPD ↗
76
TFO FAMILY OFFICE PARTNERS — grew from 41 to 47 advisory reps. IAPD ↗
76
TVAMP, LLC — grew from 18 to 24 advisory reps. IAPD ↗
76
STEELPEAK WEALTH, LLC — grew from 29 to 35 advisory reps. IAPD ↗
76
FIRST ADVISORS NATIONAL, LLC — grew from 56 to 64 advisory reps. IAPD ↗
76
IFG ADVISORY, LLC — grew from 80 to 86 advisory reps. IAPD ↗
76
BCI SECURITIES, INC. — grew from 31 to 39 advisory reps. IAPD ↗
76
ALASKA WEALTH ADVISORS — grew from 10 to 16 advisory reps. IAPD ↗
76
CREATIVEONE WEALTH, LLC — grew from 197 to 203 advisory reps. IAPD ↗
76
BOGART WEALTH, LLC — grew from 23 to 29 advisory reps. IAPD ↗
76
SIEBERT ADVISORNXT, LLC. — grew from 24 to 32 advisory reps. IAPD ↗
76
SOVEREIGN FINANCIAL GROUP, INC. — grew from 17 to 23 advisory reps. IAPD ↗
76
ACCURATE WEALTH MANAGEMENT, LLC — grew from 41 to 47 advisory reps. IAPD ↗
76
WILLIAMS JONES WEALTH MANAGEMENT, LLC — grew from 18 to 24 advisory reps. IAPD ↗
76
FIFTH THIRD WEALTH ADVISORS LLC — grew from 52 to 58 advisory reps. IAPD ↗
76
DIVERSIFIED, LLC — grew from 28 to 34 advisory reps. IAPD ↗
76
STONEBRIDGE FINANCIAL GROUP — grew from 1 to 12 advisory reps. IAPD ↗
75
VOYA RETIREMENT ADVISORS, LLC — grew from 116 to 121 advisory reps. IAPD ↗
75
MADISON AVENUE SECURITIES, LLC — grew from 76 to 81 advisory reps. IAPD ↗
75
SANTANDER SECURITIES — grew from 103 to 108 advisory reps. IAPD ↗
75
SEI INVESTMENTS MANAGEMENT CORP — grew from 221 to 226 advisory reps. IAPD ↗
75
GRANTHAM MAYO VAN OTTERLOO & CO LLC — grew from 86 to 91 advisory reps. IAPD ↗
75
FEDERATED GLOBAL INVESTMENT MANAGEMENT CORP. — grew from 34 to 39 advisory reps. IAPD ↗
75
PPM AMERICA INC — grew from 112 to 117 advisory reps. IAPD ↗
75
ENTRUST GLOBAL PARTNERS LLC — grew from 35 to 40 advisory reps. IAPD ↗
75
PATHWAY CAPITAL MANAGEMENT, LP — grew from 83 to 88 advisory reps. IAPD ↗
75
EARNED WEALTH ADVISORS, LLC — grew from 28 to 33 advisory reps. IAPD ↗
75
TA REALTY LLC — grew from 83 to 88 advisory reps. IAPD ↗
75
T. ROWE PRICE ADVISORY SERVICES, INC. — grew from 61 to 66 advisory reps. IAPD ↗
75
CREATIVE FINANCIAL DESIGNS, INC. — grew from 150 to 155 advisory reps. IAPD ↗
75
MDT ADVISERS, A DIVISION OF FEDERATED MDTA LLC — grew from 14 to 19 advisory reps. IAPD ↗
75
FIRST HEARTLAND CONSULTANTS, INC. — grew from 83 to 88 advisory reps. IAPD ↗
75
IMA ADVISORY SERVICES, INC. — grew from 35 to 40 advisory reps. IAPD ↗
75
AMERANT INVESTMENTS, INC. — grew from 15 to 22 advisory reps. IAPD ↗
75
WILLIS JOHNSON & ASSOCIATES, INC. — grew from 16 to 21 advisory reps. IAPD ↗
75
JFG FAMILY OFFICE — grew from 30 to 35 advisory reps. IAPD ↗
75
CERTUITY, LLC — grew from 10 to 15 advisory reps. IAPD ↗
75
THE RETIREMENT PLANNING GROUP, LLC — grew from 28 to 33 advisory reps. IAPD ↗
75
EHRENKRANZ PARTNERS L.P. — grew from 12 to 17 advisory reps. IAPD ↗
75
GENERAL ATLANTIC SERVICE COMPANY, L.P. — grew from 406 to 411 advisory reps. IAPD ↗
75
SPROTT ASSET MANAGEMENT USA INC. — grew from 30 to 35 advisory reps. IAPD ↗
75
PINNACLE INVESTMENTS, LLC — grew from 50 to 55 advisory reps. IAPD ↗
75
PARAGON FINANCIAL ADVISORS — grew from 9 to 14 advisory reps. IAPD ↗
75
AVIOR WEALTH MANAGEMENT, LLC — grew from 120 to 125 advisory reps. IAPD ↗
75
TAMAR SECURITIES, LLC — grew from 13 to 18 advisory reps. IAPD ↗
75
P/E GLOBAL LLC — grew from 31 to 36 advisory reps. IAPD ↗
75
ASCENT WEALTH PARTNERS, LLC — grew from 10 to 15 advisory reps. IAPD ↗
75
SOFI WEALTH LLC — grew from 10 to 15 advisory reps. IAPD ↗
75
SUMMIT FINANCIAL WEALTH ADVISORS — grew from 12 to 17 advisory reps. IAPD ↗
75
BEACON TRUST — grew from 38 to 43 advisory reps. IAPD ↗
75
BLUE RIDGE WEALTH PLANNERS — grew from 7 to 14 advisory reps. IAPD ↗
75
LIBERTY WEALTH MANAGEMENT, LLC — grew from 18 to 23 advisory reps. IAPD ↗
75
SHEPHERD FINANCIAL INVESTMENT ADVISORY LLC — grew from 26 to 31 advisory reps. IAPD ↗
75
CREDICORP CAPITAL ADVISORS LLC — grew from 10 to 15 advisory reps. IAPD ↗
75
CX INSTITUTIONAL, LLC — grew from 68 to 73 advisory reps. IAPD ↗
75
ALTA WEALTH ADVISORS LLC — grew from 8 to 15 advisory reps. IAPD ↗
75
SYNERGY INVESTMENT MANAGEMENT LLC — grew from 9 to 16 advisory reps. IAPD ↗
75
PROSPERITAS FINANCIAL, LLC — grew from 16 to 23 advisory reps. IAPD ↗
75
APOLLON FINANCIAL, LLC — grew from 13 to 18 advisory reps. IAPD ↗
75
PORTSIDE WEALTH GROUP, LLC — grew from 42 to 47 advisory reps. IAPD ↗
75
BBVA GLOBAL WEALTH ADVISORS, INC. — grew from 24 to 29 advisory reps. IAPD ↗
75
ALTITUDE CAPITAL MANAGEMENT LLC — grew from 16 to 26 advisory reps. IAPD ↗
75
INNOVATIVE ASSET ADVISORS GROUP — grew from 4 to 11 advisory reps. IAPD ↗
75
ACTIV8 FAMILY OFFICE LLC — 's provisional registration is now fully approved. IAPD ↗
75
71 WEST CAPITAL PARTNERS — 's provisional registration is now fully approved. IAPD ↗
75
ADVISORS ASSET MANAGEMENT, INC. — now reports 1 private fund(s) ($44.6M gross). IAPD ↗
75
OPPENHEIMER ASSET MANAGEMENT — now reports 3 private fund(s) ($82.6M gross). IAPD ↗
75
CLEARSTEAD; CLEARSTEAD ADVISORY SOLUTIONS — now reports 3 private fund(s) ($173.5M gross). IAPD ↗
75
NISA INVESTMENT ADVISORS, LLC — now reports 3 private fund(s) ($696.7M gross). IAPD ↗
75
SFMG WEALTH ADVISORS — now reports 1 private fund(s) ($376,821 gross). IAPD ↗
75
BOYD WATTERSON ASSET MANAGEMENT, LLC — now reports 2 private fund(s) ($161.2M gross). IAPD ↗
75
SIERRA CAPITAL LLC — now reports 2 private fund(s) ($2.5M gross). IAPD ↗
75
SAX WEALTH ADVISORS, LLC — now reports 1 private fund(s) ($19.3M gross). IAPD ↗
75
BASSO CAPITAL MANAGEMENT, L.P. — now reports 1 private fund(s) ($0 gross). IAPD ↗
75
EVERCORE WEALTH MANAGEMENT, LLC — now reports 1 private fund(s) ($47.0M gross). IAPD ↗
75
SIVIA CAPITAL PARTNERS, LLC — now reports 1 private fund(s) ($192,866 gross). IAPD ↗
75
CREWE ADVISORS — now reports 1 private fund(s) ($21.8M gross). IAPD ↗
75
SPYGLASS CAPITAL MANAGEMENT, LLC — now reports 1 private fund(s) ($0 gross). IAPD ↗
75
FARTHER ASSET MANAGEMENT, LLC — now reports 2 private fund(s) ($8.8M gross). IAPD ↗
74
NPF INVESTMENT ADVISORS — grew from 9 to 13 advisory reps. IAPD ↗
74
BOK FINANCIAL PRIVATE WEALTH, INC. — grew from 19 to 23 advisory reps. IAPD ↗
74
MONTICELLO ASSOCIATES, LLC — grew from 22 to 31 advisory reps. IAPD ↗
74
WASHINGTON TRUST ADVISORS — grew from 9 to 13 advisory reps. IAPD ↗
74
WELLESLEY ASSET MANAGEMENT, INC. — grew from 15 to 19 advisory reps. IAPD ↗
74
AMERAUDI ASSET MANAGEMENT, INC. — grew from 5 to 9 advisory reps. IAPD ↗
74
CRA FINANCIAL SERVICES, L.L.C. — grew from 7 to 11 advisory reps. IAPD ↗
74
NORTHEAST PLANNING ASSOCIATES, INC. — grew from 63 to 69 advisory reps. IAPD ↗
74
HUMAN INVESTING — grew from 14 to 18 advisory reps. IAPD ↗
74
HECK CAPITAL ADVISORS, LLC — grew from 20 to 24 advisory reps. IAPD ↗
74
CAPRICORN INVESTMENT GROUP LLC — grew from 12 to 16 advisory reps. IAPD ↗
74
ICG ADVISORS, LLC — grew from 20 to 24 advisory reps. IAPD ↗
74
ERBEN ASSOCIATES, LLC — grew from 4 to 10 advisory reps. IAPD ↗
74
JT STRATFORD, LLC — grew from 14 to 18 advisory reps. IAPD ↗
74
VALIANT CAPITAL MANAGEMENT, L.P. — grew from 10 to 14 advisory reps. IAPD ↗
74
SEQUENT PLANNING, LLC — grew from 70 to 76 advisory reps. IAPD ↗
74
CV ADVISORS LLC — grew from 19 to 23 advisory reps. IAPD ↗
74
STRATEGAS ASSET MANAGEMENT, LLC — grew from 9 to 15 advisory reps. IAPD ↗
74
JOHN HANCOCK PERSONAL FINANCIAL SERVICES, LLC — grew from 11 to 15 advisory reps. IAPD ↗
74
MMBG INVESTMENT ADVISORS CO. — grew from 5 to 9 advisory reps. IAPD ↗
74
LIFEWORKS ADVISORS, LLC — grew from 33 to 39 advisory reps. IAPD ↗
74
SAGE MOUNTAIN ADVISORS, LLC — grew from 16 to 20 advisory reps. IAPD ↗
74
TRB WEALTH MANAGEMENT, LLC — grew from 9 to 13 advisory reps. IAPD ↗
74
ALLEGIANCE FINANCIAL GROUP — grew from 6 to 12 advisory reps. IAPD ↗
74
SMITH GROUP ASSET MANAGEMENT, LLC — grew from 8 to 12 advisory reps. IAPD ↗
74
ARS WEALTH ADVISORS — grew from 12 to 16 advisory reps. IAPD ↗
74
WHITTIER ADVISORS, LLC — grew from 2 to 6 advisory reps. IAPD ↗
74
CARAVELA ENERGY PARTNERS LP — grew from 7 to 13 advisory reps. IAPD ↗
74
STIFEL CAPITAL MANAGEMENT, LLC — grew from 1 to 5 advisory reps. IAPD ↗
74
W&S ADVISORY SERVICES, LLC — grew from 0 to 9 advisory reps. IAPD ↗
73
BCG SECURITIES, INC. — grew from 28 to 33 advisory reps. IAPD ↗
73
MUTUAL OF OMAHA INVESTOR SERVICES, INC. — grew from 277 to 285 advisory reps. IAPD ↗
73
CLEAN YIELD ASSET MANAGEMENT — grew from 3 to 8 advisory reps. IAPD ↗
73
NOTTINGHAM ADVISORS INC. — grew from 6 to 9 advisory reps. IAPD ↗
73
NBT CAPITAL MANAGEMENT, INC. — grew from 4 to 7 advisory reps. IAPD ↗
73
ALBION FINANCIAL GROUP — grew from 11 to 14 advisory reps. IAPD ↗
73
PEAK ASSET MANAGEMENT, LLC — grew from 11 to 14 advisory reps. IAPD ↗
73
BALDWIN INVESTMENT MANAGEMENT, LLC — grew from 8 to 11 advisory reps. IAPD ↗
73
GREENWOOD GEARHART, LLC — grew from 11 to 14 advisory reps. IAPD ↗
73
STOKER OSTLER, A PART OF BMO FINANCIAL GROUP — grew from 9 to 12 advisory reps. IAPD ↗
73
STANLEY-LAMAN GROUP LTD. — grew from 10 to 13 advisory reps. IAPD ↗
73
AMB WEALTH, LLC — grew from 11 to 14 advisory reps. IAPD ↗
73
PINNACLE WEALTH ADVISORS — grew from 9 to 14 advisory reps. IAPD ↗
73
OVERBROOK MANAGEMENT CORPORATION — grew from 4 to 7 advisory reps. IAPD ↗
73
GRADIENT WEALTH MANAGEMENT — grew from 62 to 67 advisory reps. IAPD ↗
73
WEALTHCROSSING — grew from 10 to 13 advisory reps. IAPD ↗
73
STRATHMORE CAPITAL ADVISORS — grew from 6 to 11 advisory reps. IAPD ↗
73
IWP WEALTH MANAGEMENT LLC — grew from 11 to 14 advisory reps. IAPD ↗
73
LEVIN CAPITAL STRATEGIES, L.P. — grew from 6 to 9 advisory reps. IAPD ↗
73
TRUENORTH WEALTH — grew from 7 to 10 advisory reps. IAPD ↗
73
RIVERFRONT INVESTMENT GROUP, LLC — grew from 9 to 12 advisory reps. IAPD ↗
73
INSIGHT STRATEGIC WEALTH LLC — grew from 2 to 7 advisory reps. IAPD ↗
73
JACKSON WEALTH MANAGEMENT, LLC — grew from 6 to 9 advisory reps. IAPD ↗
73
LMCG INVESTMENTS, LLC — grew from 13 to 16 advisory reps. IAPD ↗
73
AGW CAPITAL ADVISORS — grew from 11 to 14 advisory reps. IAPD ↗
73
EXPAND FINANCIAL, LLC — grew from 3 to 6 advisory reps. IAPD ↗
73
DESCHUTES INVESTMENT CONSULTING, LLC — grew from 7 to 10 advisory reps. IAPD ↗
73
UNITED CAPITAL MANAGEMENT OF KANSAS, INC. — grew from 18 to 23 advisory reps. IAPD ↗
73
MSH CAPITAL ADVISORS LLC — grew from 11 to 14 advisory reps. IAPD ↗
73
HARVEST INVESTMENT SERVICES, LLC — grew from 23 to 28 advisory reps. IAPD ↗
73
WALKNER CONDON FINANCIAL ADVISORS LLC — grew from 13 to 16 advisory reps. IAPD ↗
73
STRATEGY FINANCIAL GROUP — grew from 5 to 10 advisory reps. IAPD ↗
73
MAS ADVISORS LLC — grew from 6 to 9 advisory reps. IAPD ↗
73
BILTMORE FAMILY OFFICE, LLC — grew from 6 to 9 advisory reps. IAPD ↗
73
ENVESTNET RETIREMENT SOLUTIONS, LLC — grew from 12 to 15 advisory reps. IAPD ↗
73
WEALTH WATCH ADVISORS, INC — grew from 47 to 52 advisory reps. IAPD ↗
73
MONOGRAPH WEALTH ADVISORS, LLC — grew from 7 to 10 advisory reps. IAPD ↗
73
DOUBLELINE ALTERNATIVES LP — grew from 6 to 9 advisory reps. IAPD ↗
73
SOVEREIGN WEALTH ADVISORS LLC — grew from 30 to 35 advisory reps. IAPD ↗
73
DGS CAPITAL MANAGEMENT — grew from 4 to 7 advisory reps. IAPD ↗
73
BECK BODE LLC — grew from 11 to 16 advisory reps. IAPD ↗
73
RHAME & GORRELL WEALTH MANAGEMENT — grew from 9 to 12 advisory reps. IAPD ↗
73
GOLDEN RESERVE RETIREMENT, LLC — grew from 17 to 22 advisory reps. IAPD ↗
73
INDEPENDENT WEALTH NETWORK, INC. — grew from 25 to 30 advisory reps. IAPD ↗
73
WISS PRIVATE CLIENT ADVISORS, LLC — grew from 6 to 9 advisory reps. IAPD ↗
73
OPEROSE ADVISORS LLC — grew from 8 to 11 advisory reps. IAPD ↗
73
BOLDIN ADVISORS — grew from 6 to 14 advisory reps. IAPD ↗
73
DAHRING | CUSMANO AND ASSOCIATES — grew from 4 to 9 advisory reps. IAPD ↗
73
ODEON CAPITAL ADVISORS LLC — grew from 3 to 8 advisory reps. IAPD ↗
73
HUNTER CAPITAL MANAGEMENT — grew from 5 to 8 advisory reps. IAPD ↗
73
RWM CAPITAL, LLC — grew from 13 to 21 advisory reps. IAPD ↗
73
ENDEAVOR PRIVATE WEALTH, INC. — grew from 4 to 9 advisory reps. IAPD ↗
73
JVP MANAGEMENT — grew from 10 to 13 advisory reps. IAPD ↗
73
BROOKLYN INVESTMENT GROUP, LLC — grew from 6 to 9 advisory reps. IAPD ↗
73
SYON CAPITAL LLC — grew from 2 to 5 advisory reps. IAPD ↗
73
ENDEAVOR ADVISORS, LLC — grew from 3 to 8 advisory reps. IAPD ↗
73
ARIS INVESTING — grew from 4 to 7 advisory reps. IAPD ↗
73
FARTHER ASSET MANAGEMENT, LLC — grew from 2 to 5 advisory reps. IAPD ↗
73
SYNTHETICFI LLC — grew from 2 to 7 advisory reps. IAPD ↗
73
BROADVIEW WEALTH PARTNERS — grew from 2 to 7 advisory reps. IAPD ↗
73
ASSET ONE WEALTH MANAGEMENT, LLC — 's provisional registration is now fully approved. IAPD ↗
73
AXIENT INVESTMENT ADVISORS LLC — 's provisional registration is now fully approved. IAPD ↗
73
SENTINEL ADVISORY GROUP, LLC — 's provisional registration is now fully approved. IAPD ↗
73
STEELHEAD WEALTH MANAGEMENT — 's provisional registration is now fully approved. IAPD ↗
73
POINTONE FAMILY OFFICE — 's provisional registration is now fully approved. IAPD ↗
73
CANBY FINANCIAL ADVISORS — 's provisional registration is now fully approved. IAPD ↗
73
WASHINGTON PARK CAPITAL MANAGEMENT, LLC — 's provisional registration is now fully approved. IAPD ↗
73
BELLARS HARRIS WEALTH MANAGEMENT — 's provisional registration is now fully approved. IAPD ↗
73
AUGUST WEALTH ADVISORS LLC — 's provisional registration is now fully approved. IAPD ↗
73
VERTRIX WEALTH MANAGEMENT, LLC — 's provisional registration is now fully approved. IAPD ↗
73
HALTER FERGUSON FINANCIAL INC — now reports 1 private fund(s) ($3.8M gross). IAPD ↗
73
AMERICAN CAPITAL ADVISORY, LLC — now reports 1 private fund(s) ($2.8M gross). IAPD ↗
73
PRIVATE WEALTH ADVISORS — now reports 1 private fund(s) ($6.2M gross). IAPD ↗
73
PARSONEX ADVISORY SERVICES, INC. — now reports 1 private fund(s) ($30.4M gross). IAPD ↗
73
FSA INVESTMENT GROUP, LLC — now reports 1 private fund(s) ($40.0M gross). IAPD ↗
73
LAZARI CAPITAL MANAGEMENT, INC. — now reports 1 private fund(s) ($6.1M gross). IAPD ↗
73
G2 CAPITAL MANAGEMENT, LLC — now reports 1 private fund(s) ($3.3M gross). IAPD ↗
73
ABLE WEALTH MANAGEMENT LLC — now reports 1 private fund(s) ($0 gross). IAPD ↗
73
ELYXIUM WEALTH LLC — now reports 1 private fund(s) ($180.0M gross). IAPD ↗
73
LYNK CAPITAL MANAGEMENT COMPANY, LLC — now reports 1 private fund(s) ($0 gross). IAPD ↗
73
TORREYANA CAPITAL — now reports 1 private fund(s) ($20.4M gross). IAPD ↗
73
ARENA PRIVATE WEALTH — now reports 7 private fund(s) ($74.6M gross). IAPD ↗
73
AVENTURA PRIVATE WEALTH, LLC — now reports 3 private fund(s) ($26.4M gross). IAPD ↗
73
SANDS CAPITAL HORIZONS, LLC — now reports 1 private fund(s) ($24.0M gross). IAPD ↗
73
ALLOCATOR SOLUTIONS, LLC — now reports 1 private fund(s) ($137,000 gross). IAPD ↗
72
THE INVESTMENT COUNSEL COMPANY — grew from 9 to 11 advisory reps. IAPD ↗
72
RANDOLPH CO INC — grew from 2 to 4 advisory reps. IAPD ↗
72
TFC FINANCIAL MANAGEMENT INC — grew from 10 to 12 advisory reps. IAPD ↗
72
PAUL COMSTOCK PARTNERS — grew from 8 to 10 advisory reps. IAPD ↗
72
BLOOM ADVISORS — grew from 9 to 11 advisory reps. IAPD ↗
72
ALASKA PERMANENT CAPITAL MANAGEMENT, LLC — grew from 8 to 10 advisory reps. IAPD ↗
72
OAK RIDGE INVESTMENTS, LLC — grew from 9 to 11 advisory reps. IAPD ↗
72
DIVERSIFIED PORTFOLIOS, INC. — grew from 9 to 11 advisory reps. IAPD ↗
72
PORTLAND GLOBAL ADVISORS LLC — grew from 9 to 11 advisory reps. IAPD ↗
72
EVENSKY & KATZ/FOLDES WEALTH MANAGEMENT — grew from 2 to 4 advisory reps. IAPD ↗
72
CAHILL FINANCIAL ADVISORS, INC. — grew from 10 to 12 advisory reps. IAPD ↗
72
KNIGHTSBRIDGE WEALTH MANAGEMENT — grew from 7 to 9 advisory reps. IAPD ↗
72
DEW WEALTH MANAGEMENT — grew from 20 to 24 advisory reps. IAPD ↗
72
FINANCIAL PLAN, INC. — grew from 9 to 11 advisory reps. IAPD ↗
72
THE PLANNING CENTER, INC. — grew from 10 to 12 advisory reps. IAPD ↗
72
COLUMBIA ASSET MANAGEMENT, L.L.C. — grew from 4 to 6 advisory reps. IAPD ↗
72
PATHWAY FINANCIAL ADVISORS, LLC — grew from 5 to 7 advisory reps. IAPD ↗
72
MEZZASALMA ADVISORS — grew from 1 to 5 advisory reps. IAPD ↗
72
BASSO CAPITAL MANAGEMENT, L.P. — grew from 4 to 6 advisory reps. IAPD ↗
72
AUREUS ASSET MANAGEMENT, LLC — grew from 8 to 10 advisory reps. IAPD ↗
72
KOHMANN BOSSHARD FINANCIAL SERVICES, LLC. — grew from 4 to 6 advisory reps. IAPD ↗
72
WERBA RUBIN PAPIER WEALTH MANAGEMENT, LLC — grew from 7 to 9 advisory reps. IAPD ↗
72
STONE HOUSE INVESTMENT MANAGEMENT, LLC — grew from 13 to 17 advisory reps. IAPD ↗
72
ENERGY INCOME PARTNERS — grew from 6 to 8 advisory reps. IAPD ↗
72
CIRCLE WEALTH MANAGEMENT, LLC — grew from 9 to 11 advisory reps. IAPD ↗
72
CAPITAL WEALTH PLANNING, LLC — grew from 4 to 6 advisory reps. IAPD ↗
72
FORT SHERIDAN ADVISORS LLC — grew from 5 to 7 advisory reps. IAPD ↗
72
FIRST FINANCIAL COACHING, INC. — grew from 10 to 14 advisory reps. IAPD ↗
72
FIELDER CAPITAL GROUP LLC — grew from 3 to 5 advisory reps. IAPD ↗
72
ALEXANDER CAPITAL WEALTH MANAGEMENT LLC — grew from 28 to 35 advisory reps. IAPD ↗
72
REGAN CAPITAL — grew from 3 to 5 advisory reps. IAPD ↗
72
MARSHALL + STERLING WEALTH ADVISORS, INC. — grew from 7 to 9 advisory reps. IAPD ↗
72
SEROS FINANCIAL, LLC — grew from 3 to 7 advisory reps. IAPD ↗
72
360 FINANCIAL — grew from 5 to 9 advisory reps. IAPD ↗
72
DORSEY ASSET MANAGEMENT — grew from 6 to 8 advisory reps. IAPD ↗
72
CONCENTUS WEALTH ADVISORS — grew from 7 to 9 advisory reps. IAPD ↗
72
VERDAD ADVISERS, L.P. — grew from 6 to 8 advisory reps. IAPD ↗
72
BENTOAK CAPITAL — grew from 15 to 19 advisory reps. IAPD ↗
72
RIVER WEALTH ADVISORS LLC — grew from 7 to 9 advisory reps. IAPD ↗
72
SHARIAPORTFOLIO, INC. — grew from 7 to 9 advisory reps. IAPD ↗
72
WELLINGTON INVESTMENT ADVISORS — grew from 5 to 9 advisory reps. IAPD ↗
72
SKYVIEW INVESTMENT ADVISORS, LLC — grew from 9 to 11 advisory reps. IAPD ↗
72
CROSSINGBRIDGE ADVISORS, LLC — grew from 9 to 11 advisory reps. IAPD ↗
72
MERIDIAN WEALTH PARTNERS, LLC — grew from 9 to 11 advisory reps. IAPD ↗
72
ROSSMORE PRIVATE CAPITAL, LLC — grew from 5 to 7 advisory reps. IAPD ↗
72
THE COURY FIRM — grew from 10 to 12 advisory reps. IAPD ↗
72
TOMS CAPITAL INVESTMENT MANAGEMENT LP — grew from 5 to 7 advisory reps. IAPD ↗
72
ATOM INVESTORS LP — grew from 6 to 8 advisory reps. IAPD ↗
72
CURATED WEALTH PARTNERS, LLC — grew from 3 to 5 advisory reps. IAPD ↗
72
ASPIRE CAPITAL ADVISORS LLC — grew from 10 to 12 advisory reps. IAPD ↗
72
SEAVIEW INVESTMENT MANAGERS LLC — grew from 7 to 9 advisory reps. IAPD ↗
72
STOKES FAMILY OFFICE LLC — grew from 10 to 12 advisory reps. IAPD ↗
72
PAINTED PORCH ADVISORS LLC — grew from 9 to 13 advisory reps. IAPD ↗
72
PRESIDIO CAPITAL MANAGEMENT, LLC — grew from 5 to 9 advisory reps. IAPD ↗
72
BT FAMILY OFFICE, LLC — grew from 5 to 7 advisory reps. IAPD ↗
72
HAYS FINANCIAL GROUP, LLC — grew from 4 to 6 advisory reps. IAPD ↗
72
O'HAGAN GROUP, INC. — grew from 8 to 10 advisory reps. IAPD ↗
72
DOUBLE EAGLE FAMILY OFFICES, LLC — grew from 4 to 6 advisory reps. IAPD ↗
72
WEST WEALTH GROUP, LLC — grew from 9 to 13 advisory reps. IAPD ↗
72
ONEASCENT FAMILY OFFICES — grew from 6 to 10 advisory reps. IAPD ↗
72
SPIREPOINT PRIVATE CLIENT, LLC — grew from 6 to 8 advisory reps. IAPD ↗
72
WEST INVEST — grew from 5 to 9 advisory reps. IAPD ↗
72
MASTER'S WEALTH MANAGEMENT INC. — grew from 5 to 9 advisory reps. IAPD ↗
72
IFC ADVISORS LLC — grew from 7 to 9 advisory reps. IAPD ↗
72
ARENA PRIVATE WEALTH — grew from 4 to 8 advisory reps. IAPD ↗
72
UNITING WEALTH PARTNERS — grew from 7 to 11 advisory reps. IAPD ↗
72
BEATRICE ADVISORS LP — grew from 2 to 6 advisory reps. IAPD ↗
72
INTELLUS ADVISORS, LLC — grew from 7 to 9 advisory reps. IAPD ↗
72
BLUE CURVE ADVISORY, LLC — grew from 1 to 8 advisory reps. IAPD ↗
72
ELEVATED FINANCIAL GROUP — grew from 4 to 8 advisory reps. IAPD ↗
72
VERITA STRATEGIC WEALTH PARTNERS, LLC — grew from 3 to 5 advisory reps. IAPD ↗
72
OAKWORTH ASSET MANAGEMENT, LLC — grew from 15 to 19 advisory reps. IAPD ↗
72
AXIENT INVESTMENT ADVISORS LLC — grew from 8 to 12 advisory reps. IAPD ↗
72
NERDWALLET WEALTH PARTNERS, LLC — grew from 7 to 11 advisory reps. IAPD ↗
71
MONEY MANAGEMENT SERVICES INC — grew from 4 to 7 advisory reps. IAPD ↗
71
CMG CAPITAL MANAGEMENT GROUP, INC. — grew from 5 to 8 advisory reps. IAPD ↗
71
BRADFORD FINANCIAL CENTER — grew from 8 to 14 advisory reps. IAPD ↗
71
PLAN GROUP FINANCIAL, INC. — grew from 14 to 17 advisory reps. IAPD ↗
71
CORNERSTONE WEALTH ADVISORS, INC. — grew from 5 to 8 advisory reps. IAPD ↗
71
NET WORTH ADVISORY GROUP, LLC — grew from 10 to 13 advisory reps. IAPD ↗
71
WEALTH OKLAHOMA — grew from 3 to 6 advisory reps. IAPD ↗
71
DASH INVESTMENTS — grew from 4 to 7 advisory reps. IAPD ↗
71
NORTH BERKELEY WEALTH MANAGEMENT, LLC — grew from 8 to 11 advisory reps. IAPD ↗
71
ACP CAPITAL MANAGEMENT, LLC — grew from 9 to 12 advisory reps. IAPD ↗
71
LIFEPLAN GROUP — grew from 2 to 5 advisory reps. IAPD ↗
71
GBM WEALTH MANAGEMENT, INC. — grew from 5 to 8 advisory reps. IAPD ↗
71
MONEX ASSET MANAGEMENT, INC. — grew from 14 to 17 advisory reps. IAPD ↗
71
ELEVATE WEALTH ADVISORY, INC. — grew from 7 to 10 advisory reps. IAPD ↗
71
CREAND MANAGEMENT — grew from 11 to 14 advisory reps. IAPD ↗
71
MCMILLAN OFFICE, INC. — grew from 1 to 4 advisory reps. IAPD ↗
71
STONEMARK WEALTH MANAGEMENT — grew from 5 to 8 advisory reps. IAPD ↗
71
PRACTICECFO INVESTMENTS — grew from 9 to 12 advisory reps. IAPD ↗
71
CLIENT 1ST ADVISORY GROUP — grew from 4 to 7 advisory reps. IAPD ↗
71
J. HAGAN CAPITAL, INC. — grew from 7 to 10 advisory reps. IAPD ↗
71
HOBART WEALTH — grew from 8 to 11 advisory reps. IAPD ↗
71
MEASURED WEALTH PRIVATE CLIENT GROUP, LLC — grew from 8 to 11 advisory reps. IAPD ↗
71
VIZCAYA CAPITAL, LLC — grew from 5 to 8 advisory reps. IAPD ↗
71
LAS OLAS CAPITAL ADVISORS, LLC — grew from 4 to 7 advisory reps. IAPD ↗
71
D.B. ROOT & COMPANY, LLC — grew from 12 to 15 advisory reps. IAPD ↗
71
STANCE CAPITAL LLC — grew from 2 to 5 advisory reps. IAPD ↗
71
TANDEM FINANCIAL, LLC — grew from 3 to 6 advisory reps. IAPD ↗
71
ARCH GLOBAL ADVISORS, LLC — grew from 4 to 10 advisory reps. IAPD ↗
71
MERKLE RETIREMENT PLANNING — grew from 7 to 10 advisory reps. IAPD ↗
71
RESURGENT ADVISORS — grew from 7 to 10 advisory reps. IAPD ↗
71
EMPOWER WEALTH MANAGEMENT — grew from 2 to 5 advisory reps. IAPD ↗
71
BLACK KNIGHT WEALTH MANAGEMENT, LLC — grew from 7 to 10 advisory reps. IAPD ↗
71
QUANTUM PRIVATE WEALTH, LLC — grew from 1 to 4 advisory reps. IAPD ↗
71
ONEASCENT WEALTH MANAGEMENT — grew from 9 to 12 advisory reps. IAPD ↗
71
INTERCHANGE CAPITAL PARTNERS — grew from 4 to 7 advisory reps. IAPD ↗
71
GREENUP STREET WEALTH MANAGEMENT LLC — grew from 15 to 18 advisory reps. IAPD ↗
71
SAXON FINANCIAL GROUP — grew from 12 to 15 advisory reps. IAPD ↗
71
EVERSTAR ASSET MANAGEMENT, LLC — grew from 6 to 9 advisory reps. IAPD ↗
71
MIRABILIS MANAGEMENT COMPANY LLC — grew from 5 to 8 advisory reps. IAPD ↗
71
SPARTA WEALTH PARTNERS — grew from 5 to 8 advisory reps. IAPD ↗
71
FIAT WEALTH MANAGEMENT — grew from 10 to 13 advisory reps. IAPD ↗
71
BASE WEALTH MANAGEMENT — grew from 6 to 9 advisory reps. IAPD ↗
71
JESSUP WEALTH MANAGEMENT — grew from 4 to 7 advisory reps. IAPD ↗
71
PUREFI WEALTH, LLC — grew from 5 to 8 advisory reps. IAPD ↗
71
CATALYST WEALTH MANAGEMENT LLC — grew from 16 to 22 advisory reps. IAPD ↗
71
AURDAN CAPITAL MANAGEMENT, LLC — grew from 3 to 6 advisory reps. IAPD ↗
71
KILTER GROUP — grew from 4 to 7 advisory reps. IAPD ↗
71
CARRERA CAPITAL ADVISORS — grew from 9 to 12 advisory reps. IAPD ↗
71
SANDRO WEALTH MANAGEMENT LLC — grew from 5 to 11 advisory reps. IAPD ↗
71
HEADLAND CAPITAL — grew from 9 to 12 advisory reps. IAPD ↗
71
INFLECTION CAPITAL MANAGEMENT, LLC — grew from 5 to 8 advisory reps. IAPD ↗
71
PW NOVA FINANCIAL SERVICES LLC — grew from 3 to 6 advisory reps. IAPD ↗
70
WILLIAM BLAIR & COMPANY L.L.C. — now reports custody of client assets ($55.0M). IAPD ↗
70
MONEY CONCEPTS ADVISORY SERVICE — now reports custody of client assets ($2.20B). IAPD ↗
70
MADISON AVENUE SECURITIES, LLC — now reports custody of client assets ($270.1M). IAPD ↗
70
SANTANDER SECURITIES — now reports custody of client assets ($7.8M). IAPD ↗
70
TERRY MCDANIEL & COMPANY — now reports custody of client assets ($308.5M). IAPD ↗
70
BPS WEALTH ADVISORS, INC. — now reports custody of client assets ($135.9M). IAPD ↗
70
RETIREMENT INVESTMENT ADVISORS INC — now reports custody of client assets ($10.4M). IAPD ↗
70
PROVIDENT INVESTMENT MANAGEMENT, INC. — now reports custody of client assets ($82.3M). IAPD ↗
70
BEAIRD HARRIS — now reports custody of client assets ($266.1M). IAPD ↗
70
NISA INVESTMENT ADVISORS, LLC — now reports custody of client assets ($379.9M). IAPD ↗
70
BALDWIN INVESTMENT MANAGEMENT, LLC — now reports custody of client assets ($2.44B). IAPD ↗
70
MOISAND FITZGERALD TAMAYO, LLC — now reports custody of client assets ($77.3M). IAPD ↗
70
BRIDGEWATER ADVISORS INC. — now reports custody of client assets ($92.8M). IAPD ↗
70
BEESE FULMER PRIVATE WEALTH MANAGEMENT — now reports custody of client assets ($310.6M). IAPD ↗
70
J. W. COLE ADVISORS, INC. — now reports custody of client assets ($556.0M). IAPD ↗
70
GREENWOOD CAPITAL ASSOCIATES, LLC — now reports custody of client assets ($926.8M). IAPD ↗
70
INVESTMENT MANAGEMENT GROUP — now reports custody of client assets ($591.7M). IAPD ↗
70
ANCORA ADVISORS LLC — now reports custody of client assets ($1.97B). IAPD ↗
70
ANCORA PRIVATE WEALTH ADVISORS, LLC — now reports custody of client assets ($9.54B). IAPD ↗
70
ELEVATION POINT WEALTH PARTNERS, LLC — now reports custody of client assets ($493.5M). IAPD ↗
70
FOUNDERS FINANCIAL SECURITIES, LLC — now reports custody of client assets ($1.5M). IAPD ↗
70
LEGACY ADVISORS, LLC — now reports custody of client assets ($214.4M). IAPD ↗
70
HECK CAPITAL ADVISORS, LLC — now reports custody of client assets ($5.65B). IAPD ↗
70
REDHAWK WEALTH ADVISORS, INC. — now reports custody of client assets ($391.1M). IAPD ↗
70
NORTHWEST ASSET MANAGEMENT — now reports custody of client assets ($615.5M). IAPD ↗
70
RIA ADVISORS — now reports custody of client assets ($1.24B). IAPD ↗
70
FINANCIAL ADVISORS NETWORK, INC. — now reports custody of client assets ($3.5M). IAPD ↗
70
MCGOWAN GROUP ASSET MANAGEMENT, INC. — now reports custody of client assets ($9.0M). IAPD ↗
70
DT INVESTMENT PARTNERS, LLC — now reports custody of client assets ($1.5M). IAPD ↗
70
CAPITAL WEALTH MANAGEMENT, LLC — now reports custody of client assets ($199.6M). IAPD ↗
70
WESTMOUNT PARTNERS, LLC — now reports custody of client assets ($51,878). IAPD ↗
70
STRATEGIC WEALTH INVESTMENT GROUP, LLC — now reports custody of client assets ($928). IAPD ↗
70
COMPOUND PLANNING, INC. — now reports custody of client assets ($1.33B). IAPD ↗
70
GOLDSTONE FINANCIAL GROUP, LLC — now reports custody of client assets ($212.6M). IAPD ↗
70
HIGH PROBABILITY ADVISORS, LLC — now reports custody of client assets ($141,316). IAPD ↗
70
TRIVIUM POINT ADVISORY, LLC — now reports custody of client assets ($155.3M). IAPD ↗
70
SOVEREIGN FINANCIAL GROUP, INC. — now reports custody of client assets ($1.04B). IAPD ↗
70
COLTER LEWIS INVESTMENT PARTNERS, LLC — now reports custody of client assets ($30.8M). IAPD ↗
70
MAIN STREET FINANCIAL SOLUTIONS, LLC — now reports custody of client assets ($43.0M). IAPD ↗
70
PINE GROVE FINANCIAL GROUP — now reports custody of client assets ($657,319). IAPD ↗
70
TRB WEALTH MANAGEMENT, LLC — now reports custody of client assets ($443.1M). IAPD ↗
70
BELZBERG & CO. — now reports custody of client assets ($268.0M). IAPD ↗
70
BREAKWATER CAPITAL GROUP — now reports custody of client assets ($104,761). IAPD ↗
70
FIDELIS CAPITAL — now reports custody of client assets ($1.25B). IAPD ↗
70
FARTHER ASSET MANAGEMENT, LLC — now reports custody of client assets ($8.8M). IAPD ↗
70
TRIAD WEALTH PARTNERS, LLC — now reports custody of client assets ($263.1M). IAPD ↗
70
FORZA INVESTMENT GROUP, LP — now reports custody of client assets ($7.87B). IAPD ↗
70
CRUSONIA WEALTH ADVISORS LLC — now reports custody of client assets ($65.0M). IAPD ↗
70
MOMENT PARTNERS, LLC — now reports custody of client assets ($99.4M). IAPD ↗
70
MARBLE WEALTH, LLC — now reports custody of client assets ($257.8M). IAPD ↗
70
LAUREL OAK WEALTH MANAGEMENT, LLC — now reports custody of client assets ($52.9M). IAPD ↗
70
OPENARC CORPORATE ADVISORY, LLC — now reports custody of client assets ($820.3M). IAPD ↗
70
ACTIV8 FAMILY OFFICE LLC — now reports custody of client assets ($395.4M). IAPD ↗
70
STONEBRIDGE FINANCIAL GROUP, LLC — now reports custody of client assets ($97.8M). IAPD ↗
70
71 WEST CAPITAL PARTNERS — now reports custody of client assets ($340.4M). IAPD ↗
70
MARTIN NELSON & CO., INC. — grew from 2 to 4 advisory reps. IAPD ↗
70
CARLSON INVESTMENTS — grew from 6 to 8 advisory reps. IAPD ↗
70
PARK PLACE CAPITAL CORPORATION — grew from 5 to 7 advisory reps. IAPD ↗
70
ADVANCED FINANCIAL STRATEGIES INC — grew from 4 to 6 advisory reps. IAPD ↗
70
THOMAS J. HERZFELD ADVISORS, INC. — grew from 4 to 6 advisory reps. IAPD ↗
70
LEGACY CONSULTING GROUP — grew from 2 to 4 advisory reps. IAPD ↗
70
TOWER VIEW WEALTH MANAGEMENT LLC — grew from 2 to 4 advisory reps. IAPD ↗
70
COMPASS FINANCIAL ADVISORS LLC — grew from 7 to 9 advisory reps. IAPD ↗
70
SPECTRUM ASSET MANAGEMENT INC — grew from 9 to 11 advisory reps. IAPD ↗
70
NORTH POINT PORTFOLIO MANAGERS CORPORATION — grew from 4 to 6 advisory reps. IAPD ↗
70
SHAKESPEARE WEALTH MANAGEMENT, LLC — grew from 4 to 6 advisory reps. IAPD ↗
70
CORUS FAMILY WEALTH ADVISORS, INC. — grew from 6 to 8 advisory reps. IAPD ↗
70
ELEMENT WEALTH, LLC — grew from 7 to 9 advisory reps. IAPD ↗
70
ROBERTSON INVESTMENT MANAGEMENT — grew from 8 to 10 advisory reps. IAPD ↗
70
TRANSITION FINANCIAL ADVISORS GROUP, LLC — grew from 3 to 5 advisory reps. IAPD ↗
70
FINANCIAL SECURITY MANAGEMENT, INC — grew from 5 to 7 advisory reps. IAPD ↗
70
WEALTHHARBOR CAPITAL GROUP, LLC — grew from 4 to 6 advisory reps. IAPD ↗
70
WATERFORD ADVISORS, LLC — grew from 5 to 7 advisory reps. IAPD ↗
70
GERBER, LLC — grew from 2 to 4 advisory reps. IAPD ↗
70
MATSON FINANCIAL ADVISORS, INC. — grew from 3 to 5 advisory reps. IAPD ↗
70
ALLGEN FINANCIAL ADVISORS, INC. — grew from 10 to 12 advisory reps. IAPD ↗
70
PERSIUM ADVISORS, LLC — grew from 9 to 11 advisory reps. IAPD ↗
70
CAPCO ASSET MANAGEMENT, LLC — grew from 3 to 5 advisory reps. IAPD ↗
70
SATOVSKY ASSET MANAGEMENT LLC — grew from 5 to 7 advisory reps. IAPD ↗
70
OPTIMUS CAPITAL ADVISORS, LLC — grew from 2 to 4 advisory reps. IAPD ↗
70
COOK & BYNUM CAPITAL MANAGEMENT, LLC — grew from 4 to 6 advisory reps. IAPD ↗
70
WEALTHVIEW CAPITAL, LLC — grew from 2 to 4 advisory reps. IAPD ↗
70
IRONWOOD FINANCIAL, LLC — grew from 6 to 8 advisory reps. IAPD ↗
70
MISSION CREEK CAPITAL PARTNERS, INC. — grew from 8 to 10 advisory reps. IAPD ↗
70
PROMUS ADVISORS — grew from 2 to 4 advisory reps. IAPD ↗
70
WWM FINANCIAL — grew from 5 to 7 advisory reps. IAPD ↗
70
FORTRESS PLANNING GROUP — grew from 3 to 5 advisory reps. IAPD ↗
70
ROI FINANCIAL — grew from 3 to 5 advisory reps. IAPD ↗
70
ALTERNATIVE INVESTMENT ADVISORS, LLC — grew from 9 to 11 advisory reps. IAPD ↗
70
VINCI PARTNERS USA — grew from 4 to 6 advisory reps. IAPD ↗
70
WATERWAY WEALTH MANAGEMENT, L.L.C. — grew from 2 to 4 advisory reps. IAPD ↗
70
ARGENT RETIREMENT PLAN ADVISORS, LLC — grew from 3 to 5 advisory reps. IAPD ↗
70
MURPHY & SYLVEST — grew from 5 to 7 advisory reps. IAPD ↗
70
EPIQ PARTNERS, LLC — grew from 4 to 6 advisory reps. IAPD ↗
70
SILVERLAKE WEALTH MANAGEMENT LLC — grew from 9 to 11 advisory reps. IAPD ↗
70
GREENWICH ADVISORS, LLC — grew from 2 to 4 advisory reps. IAPD ↗
70
MCBEATH FINANCIAL GROUP — grew from 6 to 8 advisory reps. IAPD ↗
70
LECONTE WEALTH MANAGEMENT, LLC — grew from 4 to 6 advisory reps. IAPD ↗
70
SIMS INVESTMENT MANAGEMENT LLC — grew from 4 to 6 advisory reps. IAPD ↗
70
CRESTA ADVISORS — grew from 7 to 9 advisory reps. IAPD ↗
70
BROPHY WEALTH MANAGEMENT, LLC — grew from 2 to 4 advisory reps. IAPD ↗
70
SALVUS WEALTH MANAGEMENT, LLC — grew from 4 to 6 advisory reps. IAPD ↗
70
ROSE CAPITAL ADVISORS, LLC — grew from 7 to 9 advisory reps. IAPD ↗
70
KEELER & NADLER FAMILY WEALTH — grew from 7 to 9 advisory reps. IAPD ↗
70
LEADING EDGE FINANCIAL PLANNING LLC — grew from 7 to 9 advisory reps. IAPD ↗
70
MERIDIAN FINANCIAL PARTNERS LLC — grew from 4 to 6 advisory reps. IAPD ↗
70
ACUMEN WEALTH ADVISORS, LLC — grew from 10 to 12 advisory reps. IAPD ↗
70
HURLOW WEALTH MANAGEMENT GROUP, INC. — grew from 8 to 10 advisory reps. IAPD ↗
70
SUMMIT WEALTH PARTNERS, LLC — grew from 10 to 12 advisory reps. IAPD ↗
70
SPG ADVISORS LLC — grew from 6 to 8 advisory reps. IAPD ↗
70
GOALVEST ADVISORY LLC — grew from 5 to 7 advisory reps. IAPD ↗
70
OASIS WEALTH PLANNING ADVISORS — grew from 5 to 7 advisory reps. IAPD ↗
70
MATRIX PRIVATE CAPITAL GROUP — grew from 3 to 5 advisory reps. IAPD ↗
70
GOODMAN ADVISORY GROUP, LLC — grew from 4 to 6 advisory reps. IAPD ↗
70
BALLAST ADVISORS, LLC — grew from 4 to 6 advisory reps. IAPD ↗
70
BLAKESLEE & BLAKESLEE FINANCIAL ADVISERS INC. — grew from 5 to 7 advisory reps. IAPD ↗
70
IRONBRIDGE PRIVATE WEALTH, LLC — grew from 4 to 6 advisory reps. IAPD ↗
70
ASTORIA PORTFOLIO ADVISORS LLC — grew from 7 to 9 advisory reps. IAPD ↗
70
MOMENTOUS WEALTH MANAGEMENT, INC. — grew from 5 to 7 advisory reps. IAPD ↗
70
BRAINVEST WEALTH MANAGEMENT LLC — grew from 3 to 5 advisory reps. IAPD ↗
70
PEAK PLANNING GROUP, LLC — grew from 5 to 7 advisory reps. IAPD ↗
70
AFFINITY WEALTH MANAGEMENT LLC — grew from 9 to 11 advisory reps. IAPD ↗
70
THE DALA GROUP, LLC — grew from 5 to 7 advisory reps. IAPD ↗
70
FERGUSON SHAPIRO LLC — grew from 3 to 5 advisory reps. IAPD ↗
70
HASSELL WEALTH MANAGEMENT — grew from 4 to 6 advisory reps. IAPD ↗
70
BLUE ROCK FINANCIAL GROUP — grew from 3 to 5 advisory reps. IAPD ↗
70
GREAT DIAMOND PARTNERS, LLC — grew from 5 to 7 advisory reps. IAPD ↗
70
BELLWETHER WEALTH — grew from 5 to 7 advisory reps. IAPD ↗
70
PACES FERRY WEALTH ADVISORS, LLC — grew from 4 to 6 advisory reps. IAPD ↗
70
INTELLIGENT WEALTH SOLUTIONS LLC — grew from 4 to 6 advisory reps. IAPD ↗
70
RETIRERIGHT CONSULTING GROUP — grew from 3 to 5 advisory reps. IAPD ↗
70
BURKHOLDER WEALTH MANAGEMENT — grew from 4 to 6 advisory reps. IAPD ↗
70
BROWN | MILLER WEALTH MANAGEMENT, LLC — grew from 9 to 11 advisory reps. IAPD ↗
70
SWAN CAPITAL — grew from 4 to 6 advisory reps. IAPD ↗
70
STONECROP WEALTH ADVISORS, LLC — grew from 4 to 6 advisory reps. IAPD ↗
70
WASHINGTON AVENUE ADVISORS — grew from 7 to 9 advisory reps. IAPD ↗
70
BR WEALTH MANAGEMENT — grew from 3 to 5 advisory reps. IAPD ↗
70
STRAIT & SOUND — grew from 7 to 9 advisory reps. IAPD ↗
70
RISE ADVISORS, LLC — grew from 5 to 7 advisory reps. IAPD ↗
70
PACIFIC POINT ADVISORS, LLC — grew from 4 to 6 advisory reps. IAPD ↗
70
ELYSIUM WEALTH MANAGEMENT, LLC — grew from 8 to 10 advisory reps. IAPD ↗
70
LANDING POINT FINANCIAL GROUP — grew from 5 to 7 advisory reps. IAPD ↗
70
MOMENT PRIVATE WEALTH — grew from 4 to 6 advisory reps. IAPD ↗
70
REFRAME WEALTH, LLC — grew from 2 to 4 advisory reps. IAPD ↗
70
HERITAGE WEALTH MANAGEMENT, INC. — grew from 5 to 7 advisory reps. IAPD ↗
70
EQUITY WEALTH PARTNERS, LLC — grew from 4 to 6 advisory reps. IAPD ↗
70
VALTRION CAPITAL MANAGEMENT, LLC — grew from 4 to 6 advisory reps. IAPD ↗
70
UNIVERSAL FINANCIAL ADVISORS, LLC — grew from 6 to 8 advisory reps. IAPD ↗
70
BALLAST ROCK PRIVATE WEALTH — grew from 6 to 8 advisory reps. IAPD ↗
70
OPAL CAPITAL LLC — grew from 4 to 6 advisory reps. IAPD ↗
70
MEMBERS WEALTH LLC — grew from 4 to 6 advisory reps. IAPD ↗
70
EVEXIA WEALTH, LLC — grew from 6 to 8 advisory reps. IAPD ↗
70
VARRA FINANCIAL — grew from 5 to 7 advisory reps. IAPD ↗
70
CORNERSTONE ADVISORS LLC — grew from 5 to 7 advisory reps. IAPD ↗
70
55 NORTH PRIVATE WEALTH — grew from 5 to 7 advisory reps. IAPD ↗
70
LEGACY WEALTH ADVISORS, LLC — grew from 3 to 5 advisory reps. IAPD ↗
70
QUANTUM PORTFOLIO MANAGEMENT, LLC — grew from 4 to 6 advisory reps. IAPD ↗
70
SYKON CAPITAL LLC — grew from 4 to 6 advisory reps. IAPD ↗
70
CURIO WEALTH, LLC — grew from 7 to 9 advisory reps. IAPD ↗
70
IMPACT RETIREMENT ADVISORS — grew from 2 to 4 advisory reps. IAPD ↗
70
QTR FAMILY WEALTH, LLC — grew from 4 to 6 advisory reps. IAPD ↗
70
NIGHT SQUARED LP — grew from 9 to 11 advisory reps. IAPD ↗
70
PARADIGM INVESTMENT ADVISORY, LLC — grew from 6 to 8 advisory reps. IAPD ↗
70
WARNER WEALTH — grew from 5 to 7 advisory reps. IAPD ↗
70
SANDS CAPITAL HORIZONS, LLC — grew from 2 to 4 advisory reps. IAPD ↗
70
GREENSTONE BELT WEALTH ADVISORS, LLC — grew from 3 to 5 advisory reps. IAPD ↗
70
ASSET ONE WEALTH MANAGEMENT, LLC — grew from 7 to 9 advisory reps. IAPD ↗
70
SPIEGELMAN WEALTH MANAGEMENT, INC. — grew from 1 to 3 advisory reps. IAPD ↗
70
WASHINGTON PARK CAPITAL MANAGEMENT, LLC — grew from 1 to 3 advisory reps. IAPD ↗
70
CENTRAL WEALTH MANAGEMENT LLC — 's provisional registration is now fully approved. IAPD ↗
70
OLDFIELD WEALTH PARTNERS — 's provisional registration is now fully approved. IAPD ↗
70
ROCK CREEK WEALTH MANAGEMENT — 's provisional registration is now fully approved. IAPD ↗
70
LIFECAPITAL PARTNERS LLC — 's provisional registration is now fully approved. IAPD ↗
70
CARDONE WEALTH ADVISORS — 's provisional registration is now fully approved. IAPD ↗
70
ARAGON FAMILY OFFICE LLC — 's provisional registration is now fully approved. IAPD ↗
70
LANE FAMILY WEALTH MANAGEMENT — 's provisional registration is now fully approved. IAPD ↗
70
COLUCCI WEALTH MANAGEMENT LLC — 's provisional registration is now fully approved. IAPD ↗
70
NORTHERN EDGE WEALTH MANAGEMENT — 's provisional registration is now fully approved. IAPD ↗
70
COASTLINE COMPLETE WEALTH LLC — 's provisional registration is now fully approved. IAPD ↗
70
3ROOTS WEALTH PARTNERS LLC — 's provisional registration is now fully approved. IAPD ↗
70
LC VERO MANAGER — 's provisional registration is now fully approved. IAPD ↗
70
MUSAFFA LLC — 's provisional registration is now fully approved. IAPD ↗
70
DERRYRUSH WEALTH — 's provisional registration is now fully approved. IAPD ↗
70
ARX PRIVATE WEALTH — 's provisional registration is now fully approved. IAPD ↗
70
MARTINWRIGHT ADVISORY, LLC — 's provisional registration is now fully approved. IAPD ↗
70
SPRING STREET WEALTH — 's provisional registration is now fully approved. IAPD ↗
70
MAGELLAN PLANNING GROUP — 's provisional registration is now fully approved. IAPD ↗
70
MCKINNEY CAPITAL MANAGEMENT — 's provisional registration is now fully approved. IAPD ↗
70
ULTRA ADVISORY GROUP — 's provisional registration is now fully approved. IAPD ↗
70
FFO INVESTMENTS LLC — 's provisional registration is now fully approved. IAPD ↗
70
PEREON WEALTH LLC — 's provisional registration is now fully approved. IAPD ↗
70
A3 CAPITAL ADVISORS — 's provisional registration is now fully approved. IAPD ↗
70
NAVIANT PARTNERS, LLC — 's provisional registration is now fully approved. IAPD ↗
70
MILLER FINANCIAL SERVICES, INC. — 's provisional registration is now fully approved. IAPD ↗
70
NORTHILL AIMS, LLC — 's provisional registration is now fully approved. IAPD ↗
70
STEPHEN SMITH FINANCIAL INC. — 's provisional registration is now fully approved. IAPD ↗
70
HV CAPITAL MANAGEMENT — 's provisional registration is now fully approved. IAPD ↗
70
BLUE HERON CAPITAL — 's provisional registration is now fully approved. IAPD ↗
70
PIEDMONT PRIVATE WEALTH, LLC — 's provisional registration is now fully approved. IAPD ↗
70
GEVERS WEALTH MANAGEMENT — 's provisional registration is now fully approved. IAPD ↗
70
GIBRALTAR WEALTH MANAGEMENT, LLC — now reports 1 private fund(s) ($4.3M gross). IAPD ↗
70
MAQRO ADVISORS LLC — now reports 8 private fund(s) ($46.1M gross). IAPD ↗
70
CENTENNIAL ADVISORS, LLC — now reports 1 private fund(s) ($3.0M gross). IAPD ↗
70
LUMIERE FINANCIAL — now reports 1 private fund(s) ($1.0M gross). IAPD ↗
70
ICW HOLDINGS, LLC — now reports 3 private fund(s) ($0 gross). IAPD ↗
70
LIGHT CAPITAL LLC — now reports 1 private fund(s) ($4.3M gross). IAPD ↗
70
LUMIDA WEALTH MANAGEMENT LLC — now reports 8 private fund(s) ($64.2M gross). IAPD ↗
70
DAYS GLOBAL ADVISORS — now reports 1 private fund(s) ($0 gross). IAPD ↗
70
AZURA PARTNERS US LLC — now reports 1 private fund(s) ($46.3M gross). IAPD ↗
70
APRICITY FINANCIAL, LLC — now reports 1 private fund(s) ($0 gross). IAPD ↗
70
LEGEND CAPITAL — now reports 2 private fund(s) ($400,000 gross). IAPD ↗
69
SUPREME ALLIANCE LLC — grew from 11 to 15 advisory reps. IAPD ↗
69
FLORIAN FINANCIAL GROUP LLC — grew from 1 to 5 advisory reps. IAPD ↗
69
QUEST 10 WEALTH BUILDERS, INC. — grew from 4 to 8 advisory reps. IAPD ↗
69
SIMPLYRIA ADVISOR NETWORK — grew from 20 to 24 advisory reps. IAPD ↗
69
DUTCH ASSET CORPORATION — grew from 4 to 8 advisory reps. IAPD ↗
69
FOUR POINTS ADVISORS, LLC — grew from 7 to 11 advisory reps. IAPD ↗
69
SIMMONS CAPITAL GROUP — grew from 4 to 8 advisory reps. IAPD ↗
69
BRASIL PLURAL INVESTMENT ADVISOR LLC — grew from 10 to 14 advisory reps. IAPD ↗
69
J.M. ARBOUR, LLC — grew from 6 to 10 advisory reps. IAPD ↗
69
THE WEALTH BOUTIQUE — grew from 7 to 11 advisory reps. IAPD ↗
69
ICW HOLDINGS, LLC — grew from 1 to 5 advisory reps. IAPD ↗
69
ALIANZA CORP. INVESTMENT ADVISOR — grew from 1 to 5 advisory reps. IAPD ↗
69
TOTAL WEALTH SERVICES, LLC — grew from 2 to 6 advisory reps. IAPD ↗
69
MARTINWRIGHT ADVISORY, LLC — grew from 1 to 5 advisory reps. IAPD ↗
68
BERNZOTT CAPITAL ADVISORS — now reports custody of client assets ($53.0M). IAPD ↗
68
JOHNSON FINANCIAL ADVISORS — now reports custody of client assets ($81.2M). IAPD ↗
68
FIRST FINANCIAL ADVISORY SERVICES INC — now reports custody of client assets ($29.9M). IAPD ↗
68
WEBER ASSET MANAGEMENT, INC. — now reports custody of client assets ($153.5M). IAPD ↗
68
CHERRY CREEK INVESTMENT ADVISORS INC — now reports custody of client assets ($158.0M). IAPD ↗
68
FAGAN ASSOCIATES INC — now reports custody of client assets ($2.9M). IAPD ↗
68
YUKON WEALTH MANAGEMENT, INC. — now reports custody of client assets ($465.4M). IAPD ↗
68
CAPITOL FINANCIAL CONSULTANTS, INC. — now reports custody of client assets ($175.3M). IAPD ↗
68
MERIDIAN INVESTMENT ADVISORS — now reports custody of client assets ($168.9M). IAPD ↗
68
FINANCIAL SENSE ADVISORS, INC. — now reports custody of client assets ($543.6M). IAPD ↗
68
STEPHENSON AND COMPANY, INC. — now reports custody of client assets ($93.3M). IAPD ↗
68
NOVAK & POWELL FINANCIAL SERVICES, INC. — now reports custody of client assets ($4.2M). IAPD ↗
68
ADDINGTON FINANCIAL GROUP LLC — now reports custody of client assets ($293.1M). IAPD ↗
68
HARMONY ASSET MANAGEMENT LLC — now reports custody of client assets ($97.4M). IAPD ↗
68
PSI CAPITAL MANAGEMENT — now reports custody of client assets ($85.4M). IAPD ↗
68
SNIDER FINANCIAL GROUP — now reports custody of client assets ($2.0M). IAPD ↗
68
LEGAL ADVANTAGE INVESTMENTS, INC. — now reports custody of client assets ($11.3M). IAPD ↗
68
MINE & ARAO WEALTH CREATION AND MANAGEMENT, LLC — now reports custody of client assets ($70.6M). IAPD ↗
68
SPRENG CAPITAL MANAGEMENT, INC. — now reports custody of client assets ($5.0M). IAPD ↗
68
PRIVATE WEALTH MANAGEMENT, INC. — now reports custody of client assets ($156.2M). IAPD ↗
68
WEALTHEDGE INVESTMENT ADVISORS, LLC — now reports custody of client assets ($1.9M). IAPD ↗
68
ALLGEN FINANCIAL ADVISORS, INC. — now reports custody of client assets ($475.2M). IAPD ↗
68
STONEHEARTH CAPITAL MANAGEMENT — now reports custody of client assets ($90.4M). IAPD ↗
68
NORRIS FINANCIAL GROUP, LLC — now reports custody of client assets ($12.4M). IAPD ↗
68
SUPERIOR PLANNING WEALTH MANAGEMENT & FAMILY OFFICE — now reports custody of client assets ($340.7M). IAPD ↗
68
KIRTLAND FINANCIAL MANAGEMENT, INC. — now reports custody of client assets ($33.3M). IAPD ↗
68
GOODWIN INVESTMENT ADVISORY — now reports custody of client assets ($33.8M). IAPD ↗
68
STERLING WEALTH MANAGEMENT, INC. — now reports custody of client assets ($3.0M). IAPD ↗
68
CAROLINA WEALTH MANAGEMENT, INC. — now reports custody of client assets ($160.0M). IAPD ↗
68
MARIN FINANCIAL ADVISORS LLC — now reports custody of client assets ($118.8M). IAPD ↗
68
INTEGRATED WEALTH MANAGEMENT, INC. — now reports custody of client assets ($254.0M). IAPD ↗
68
OAK FAMILY ADVISORS, LLC — now reports custody of client assets ($10.0M). IAPD ↗
68
MERIT FINANCIAL PARTNERS LLC — now reports custody of client assets ($308.2M). IAPD ↗
68
MCDONOUGH CAPITAL MANAGEMENT, INC. — now reports custody of client assets ($258.3M). IAPD ↗
68
MARMO FINANCIAL GROUP, LLC — now reports custody of client assets ($271.6M). IAPD ↗
68
CORNERSTONE SELECT ADVISORS, LLC — now reports custody of client assets ($14.8M). IAPD ↗
68
MELIA WEALTH LLC — now reports custody of client assets ($292.6M). IAPD ↗
68
ARISTON SERVICES GROUP, LLC — now reports custody of client assets ($160.3M). IAPD ↗
68
MBIA CAPITAL ADVISORS — now reports custody of client assets ($26.3M). IAPD ↗
68
KINGDOM FINANCIAL GROUP, LLC — now reports custody of client assets ($291.0M). IAPD ↗
68
UNITED CAPITAL MANAGEMENT OF KANSAS, INC. — now reports custody of client assets ($53.4M). IAPD ↗
68
FIDELIS IM — now reports custody of client assets ($73.7M). IAPD ↗
68
MANSKE WEALTH MANAGEMENT, LLC — now reports custody of client assets ($406.4M). IAPD ↗
68
BRIGHT ROAD WEALTH MANAGEMENT, LLC — now reports custody of client assets ($93.8M). IAPD ↗
68
AAF WEALTH MANAGEMENT, LLC — now reports custody of client assets ($123.0M). IAPD ↗
68
OAK GROVE CAPITAL, LLC — now reports custody of client assets ($378.4M). IAPD ↗
68
PRACTICECFO INVESTMENTS — now reports custody of client assets ($78.1M). IAPD ↗
68
CANTER WEALTH — now reports custody of client assets ($383.1M). IAPD ↗
68
TRU INDEPENDENCE ASSET MANAGEMENT, LLC — now reports custody of client assets ($7.5M). IAPD ↗
68
J. HAGAN CAPITAL, INC. — now reports custody of client assets ($28.3M). IAPD ↗
68
ONE OAK CAPITAL MANAGEMENT, LLC — now reports custody of client assets ($345.4M). IAPD ↗
68
ENCOMPASS WEALTH ADVISORS, LLC — now reports custody of client assets ($294.2M). IAPD ↗
68
KEELER & NADLER FAMILY WEALTH — now reports custody of client assets ($117.7M). IAPD ↗
68
CORE WEALTH ADVISORS, INC. — now reports custody of client assets ($14.9M). IAPD ↗
68
TUCKER ASSET MANAGEMENT LLC — now reports custody of client assets ($291.2M). IAPD ↗
68
REDWOOD WEALTH MANAGEMENT GROUP, LLC — now reports custody of client assets ($143.4M). IAPD ↗
68
FWG INVESTMENTS, LLC — now reports custody of client assets ($6.2M). IAPD ↗
68
GOODMAN ADVISORY GROUP, LLC — now reports custody of client assets ($9.2M). IAPD ↗
68
COMMONWEALTH RETIREMENT INVESTMENTS LLC — now reports custody of client assets ($33.7M). IAPD ↗
68
CROSS FINANCIAL ADVISORS — now reports custody of client assets ($48.5M). IAPD ↗
68
ADAPTIVE FINANCIAL CONSULTING, LLC — now reports custody of client assets ($83.7M). IAPD ↗
68
ASTORIA PORTFOLIO ADVISORS LLC — now reports custody of client assets ($20.4M). IAPD ↗
68
ALLIANCE WEALTH ADVISORS, LLC — now reports custody of client assets ($86.5M). IAPD ↗
68
SMALLWOOD WEALTH MANAGEMENT — now reports custody of client assets ($175.8M). IAPD ↗
68
WEALTH ADVISORY SOLUTIONS, LLC — now reports custody of client assets ($189.1M). IAPD ↗
68
PEAK PLANNING GROUP, LLC — now reports custody of client assets ($99.2M). IAPD ↗
68
FORTIS GROUP ADVISORS LLC — now reports custody of client assets ($131.2M). IAPD ↗
68
TRUVESTMENTS CAPITAL LLC — now reports custody of client assets ($6.5M). IAPD ↗
68
MASONRY CAPITAL MANAGEMENT, LLC — now reports custody of client assets ($13.8M). IAPD ↗
68
HILTON HEAD CAPITAL PARTNERS, LLC — now reports custody of client assets ($34.1M). IAPD ↗
68
JACKSON SQUARE CAPITAL, LLC — now reports custody of client assets ($25.7M). IAPD ↗
68
MONTZ HARCUS WEALTH MANAGEMENT — now reports custody of client assets ($399.9M). IAPD ↗
68
EMPOWER WEALTH MANAGEMENT — now reports custody of client assets ($525,847). IAPD ↗
68
ABBEY STREET — now reports custody of client assets ($375.4M). IAPD ↗
68
JEPPSON WEALTH MANAGEMENT, LLC — now reports custody of client assets ($513.2M). IAPD ↗
68
CATALYST PRIVATE WEALTH, LLC — now reports custody of client assets ($147.7M). IAPD ↗
68
HIGHVIEW CAPITAL MANAGEMENT, LLC — now reports custody of client assets ($163.2M). IAPD ↗
68
NBC CAPITAL ADVISORS — now reports custody of client assets ($194.4M). IAPD ↗
68
PTM WEALTH MANAGEMENT, LLC — now reports custody of client assets ($143,384). IAPD ↗
68
TRU INDEPENDENCE ASSET MANAGEMENT 2, LLC — now reports custody of client assets ($163.6M). IAPD ↗
68
STRAIT & SOUND — now reports custody of client assets ($135.4M). IAPD ↗
68
OXLER PRIVATE WEALTH — now reports custody of client assets ($392.6M). IAPD ↗
68
RISE ADVISORS, LLC — now reports custody of client assets ($3.9M). IAPD ↗
68
PATRON PARTNERS, LLC — now reports custody of client assets ($91.7M). IAPD ↗
68
RIDGECREST WEALTH PARTNERS, LLC — now reports custody of client assets ($233.7M). IAPD ↗
68
HERITAGE WEALTH ADVISORS — now reports custody of client assets ($73.0M). IAPD ↗
68
ALLEGIANCE FINANCIAL GROUP — now reports custody of client assets ($221.2M). IAPD ↗
68
REFRAME WEALTH, LLC — now reports custody of client assets ($27.7M). IAPD ↗
68
TFP MANAGEMENT, LLC — now reports custody of client assets ($155.6M). IAPD ↗
68
ROOTED WEALTH ADVISORS — now reports custody of client assets ($8.4M). IAPD ↗
68
AVOS CAPITAL MANAGEMENT, LLC — now reports custody of client assets ($22.7M). IAPD ↗
68
ALLIANCE WEALTH ADVISORS, LLC — now reports custody of client assets ($169.7M). IAPD ↗
68
INNOVATIVE WEALTH BUILDING LLC — now reports custody of client assets ($434.1M). IAPD ↗
68
TRUEWEALTH FINANCIAL PARTNERS — now reports custody of client assets ($76.9M). IAPD ↗
68
NORMANDY INVESTMENT ADVISORS — now reports custody of client assets ($7.7M). IAPD ↗
68
ENTREWEALTH — now reports custody of client assets ($318.9M). IAPD ↗
68
ALLIANCE FINANCIAL — now reports custody of client assets ($31.9M). IAPD ↗
68
WEALTH SCIENCE ADVISORS LLC — now reports custody of client assets ($26.2M). IAPD ↗
68
TFB ADVISORS, LLC — now reports custody of client assets ($22.6M). IAPD ↗
68
BALLAST ROCK PRIVATE WEALTH — now reports custody of client assets ($100.7M). IAPD ↗
68
ENCOMPASS MORE ASSET MANAGEMENT LLC — now reports custody of client assets ($5.3M). IAPD ↗
68
INVENIO WEALTH PARTNERS, LLC — now reports custody of client assets ($59.4M). IAPD ↗
68
CENTERPOINT ADVISORY GROUP, LLC — now reports custody of client assets ($185.4M). IAPD ↗
68
ENDEAVOR ADVISORS, LLC — now reports custody of client assets ($64.9M). IAPD ↗
68
DOWNTOWN WEALTH STUDIOS, LLC — now reports custody of client assets ($45.9M). IAPD ↗
68
ARSENAL CAPITAL ADVISORS LLC — now reports custody of client assets ($47.1M). IAPD ↗
68
GAINLINE FINANCIAL PARTNERS, LLC — now reports custody of client assets ($80.1M). IAPD ↗
68
SYKON CAPITAL LLC — now reports custody of client assets ($81.6M). IAPD ↗
68
MB GEN WEALTH — now reports custody of client assets ($38.2M). IAPD ↗
68
STABLEPOINT PARTNERS, LLC — now reports custody of client assets ($100.0M). IAPD ↗
68
MISSION HILLS FINANCIAL ADVISORY LLC — now reports custody of client assets ($39.0M). IAPD ↗
68
HAVEN PRIVATE — now reports custody of client assets ($13.6M). IAPD ↗
68
ADVANTAGE WEALTH PARTNERS — now reports custody of client assets ($371.1M). IAPD ↗
68
FAIRVOY PRIVATE WEALTH, LLC — now reports custody of client assets ($93.7M). IAPD ↗
68
KILTER GROUP — now reports custody of client assets ($163,475). IAPD ↗
68
GUGGENHEIM PRIVATE INVESTMENTS, LLC — now reports custody of client assets. IAPD ↗
68
ARGENTARII, LLC — now reports custody of client assets ($271.3M). IAPD ↗
68
LEGACY CAPITAL — now reports custody of client assets ($50.0M). IAPD ↗
68
UNITING WEALTH PARTNERS — now reports custody of client assets ($55.9M). IAPD ↗
68
AVENTURA PRIVATE WEALTH, LLC — now reports custody of client assets ($26.6M). IAPD ↗
68
INFLECTION CAPITAL MANAGEMENT, LLC — now reports custody of client assets ($17.5M). IAPD ↗
68
ALONGSIDE, LLC — now reports custody of client assets ($179.0M). IAPD ↗
68
THREE ARCH WEALTH MANAGEMENT LLC — now reports custody of client assets ($166.8M). IAPD ↗
68
MATTERS CAPITAL LLC — now reports custody of client assets ($400,000). IAPD ↗
68
CLARION WEALTH MANAGEMENT PARTNERS — now reports custody of client assets ($116.7M). IAPD ↗
68
XCELSIOR ADVISOR PARTNERS LLC — now reports custody of client assets ($10.7M). IAPD ↗
68
GLR PARTNERS — now reports custody of client assets ($33). IAPD ↗
68
BEACON ADVISORS — now reports custody of client assets ($22.6M). IAPD ↗
68
EVERGREEN WEALTH PARTNERS LLC — now reports custody of client assets ($198.3M). IAPD ↗
68
PENDULUM WEALTH PARTNERS — now reports custody of client assets ($12.5M). IAPD ↗
68
GREENSTONE BELT WEALTH ADVISORS, LLC — now reports custody of client assets ($92.2M). IAPD ↗
68
RBS WEALTH MANAGEMENT — now reports custody of client assets ($38.5M). IAPD ↗
68
AXIENT INVESTMENT ADVISORS LLC — now reports custody of client assets ($5.0M). IAPD ↗
68
INNOVATIVE ASSET ADVISORS GROUP — now reports custody of client assets ($297.9M). IAPD ↗
68
MEADOWBROOK ADVISORS — now reports custody of client assets ($82.1M). IAPD ↗
68
CANE CAPITAL PARTNERS, LLC — now reports custody of client assets ($125.7M). IAPD ↗
68
HIGHBROOK CAPITAL PARTNERS — now reports custody of client assets ($144.3M). IAPD ↗
68
WASHINGTON PARK CAPITAL MANAGEMENT, LLC — now reports custody of client assets ($21.9M). IAPD ↗
68
BELLARS HARRIS WEALTH MANAGEMENT — now reports custody of client assets ($3.6M). IAPD ↗
68
STOREN FINANCIAL — now reports custody of client assets ($257.7M). IAPD ↗
68
RMR WEALTH MANAGEMENT — grew from 4 to 7 advisory reps. IAPD ↗
68
TREASURE COAST FINANCIAL PLANNING, INC. — grew from 2 to 5 advisory reps. IAPD ↗
68
PARADY WEALTH MANAGEMENT — grew from 2 to 5 advisory reps. IAPD ↗
68
CENTENNIAL ADVISORS, LLC — grew from 6 to 9 advisory reps. IAPD ↗
68
CAPITAL ADVISOR NETWORK — grew from 6 to 9 advisory reps. IAPD ↗
68
QUILITY FINANCIAL ADVISORS — grew from 10 to 13 advisory reps. IAPD ↗
68
DRIVEN INVESTMENTS LLC — grew from 5 to 8 advisory reps. IAPD ↗
68
ADDITION WEALTH — grew from 10 to 13 advisory reps. IAPD ↗
68
FUNDIFY ADVISORS LLC — grew from 3 to 6 advisory reps. IAPD ↗
68
TSG ALPHA PARTNERS, LLC — grew from 6 to 9 advisory reps. IAPD ↗
68
LUMIDA WEALTH MANAGEMENT LLC — grew from 1 to 4 advisory reps. IAPD ↗
68
LITTLE RIVER CAPITAL PARTNERS, LP — grew from 4 to 7 advisory reps. IAPD ↗
68
DACHTLER WEALTH ADVISORS, LLC — grew from 1 to 4 advisory reps. IAPD ↗
68
BZ WEALTH ADVISORS, LLC — grew from 3 to 6 advisory reps. IAPD ↗
67
NATIONWIDE SECURITIES, LLC — grew from 5 to 7 advisory reps. IAPD ↗
67
FINANCIAL MANAGEMENT, INC. — grew from 3 to 5 advisory reps. IAPD ↗
67
PRIVATE ASSET MANAGEMENT INC — grew from 2 to 4 advisory reps. IAPD ↗
67
MILLER, GESKO & COMPANY INC. — grew from 3 to 5 advisory reps. IAPD ↗
67
CONTEGO CAPITAL GROUP, INC. — grew from 6 to 8 advisory reps. IAPD ↗
67
TSAI CAPITAL CORPORATION — grew from 1 to 3 advisory reps. IAPD ↗
67
ADVANCED ADVISOR GROUP, LLC — grew from 9 to 11 advisory reps. IAPD ↗
67
PROVIDENCE FINANCIAL AND INSURANCES, INC. — grew from 4 to 6 advisory reps. IAPD ↗
67
FORTRESS FINANCIAL SOLUTIONS, LLC — grew from 6 to 8 advisory reps. IAPD ↗
67
WISDOM FINANCIAL PLANNING — grew from 1 to 3 advisory reps. IAPD ↗
67
DRAPER ASSET MANAGEMENT, LLC — grew from 4 to 6 advisory reps. IAPD ↗
67
ASCENDOR WEALTH, LLC — grew from 5 to 7 advisory reps. IAPD ↗
67
LAIDLAW WEALTH MANAGEMENT LLC — grew from 3 to 5 advisory reps. IAPD ↗
67
ALPHA WEALTH FUNDS, LLC — grew from 7 to 9 advisory reps. IAPD ↗
67
BAUMAN WEALTH ADVISORS — grew from 6 to 8 advisory reps. IAPD ↗
67
FINANCIAL AVENUES — grew from 2 to 4 advisory reps. IAPD ↗
67
SHADOWRIDGE ASSET MANAGEMENT, LLC — grew from 5 to 7 advisory reps. IAPD ↗
67
OPAL ADVISORS — grew from 3 to 5 advisory reps. IAPD ↗
67
WEALTH TEAMS ALLIANCE — grew from 10 to 12 advisory reps. IAPD ↗
67
REVERE WEALTH MANAGEMENT LLC — grew from 5 to 7 advisory reps. IAPD ↗
67
BAYNTREE WEALTH ADVISORS, LLC — grew from 4 to 6 advisory reps. IAPD ↗
67
PINNACLE WEALTH MANAGEMENT GROUP, INC. — grew from 2 to 4 advisory reps. IAPD ↗
67
PROSPERITEA PLANNING — grew from 2 to 4 advisory reps. IAPD ↗
67
BRIGHTPLAN LLC — grew from 7 to 9 advisory reps. IAPD ↗
67
DAVIS WEALTH ADVISORS — grew from 3 to 5 advisory reps. IAPD ↗
67
LONE PEAK ADVISERS — grew from 6 to 8 advisory reps. IAPD ↗
67
DELOS CAPITAL ADVISORS — grew from 4 to 6 advisory reps. IAPD ↗
67
PLANROCK WEALTH STRATEGIES, LLC — grew from 4 to 6 advisory reps. IAPD ↗
67
EVOLUTION WEALTH MANAGEMENT INC. — grew from 2 to 4 advisory reps. IAPD ↗
67
KEYSTONE FINANCIAL SERVICES, LLC — grew from 5 to 7 advisory reps. IAPD ↗
67
GLOBAL INVESTMENT ADVISORY — grew from 3 to 5 advisory reps. IAPD ↗
67
DIAMOND CLIENT GROUP, LLC — grew from 9 to 11 advisory reps. IAPD ↗
67
DIRECTIONAL ADVISORS — grew from 1 to 3 advisory reps. IAPD ↗
67
FITZWILLIAMS WEALTH MANAGEMENT INC. — grew from 4 to 6 advisory reps. IAPD ↗
67
KIRK CAPITAL ADVISORS LLC — grew from 2 to 4 advisory reps. IAPD ↗
67
OAC CAPITAL ADVISORS LLC — grew from 2 to 4 advisory reps. IAPD ↗
67
GAMBIT CAPITAL MANAGEMENT, LLC — grew from 4 to 6 advisory reps. IAPD ↗
67
BURGESS INVESTMENT GROUP, LLC — grew from 5 to 7 advisory reps. IAPD ↗
67
AMERICAN EXPATS IN EUROPE LTD. — grew from 1 to 3 advisory reps. IAPD ↗
67
STEWARD ADVISORS GROUP, LLC — grew from 6 to 8 advisory reps. IAPD ↗
67
INDEX TECHNOLOGIES GROUP LLC — grew from 4 to 6 advisory reps. IAPD ↗
67
AZURA PARTNERS US LLC — grew from 4 to 6 advisory reps. IAPD ↗
67
INNOVATIVE FAMILY OFFICE LLC — grew from 6 to 8 advisory reps. IAPD ↗
67
RDG CAPITAL MANAGEMENT LLC — grew from 1 to 3 advisory reps. IAPD ↗
67
FCIG WEALTH MANAGEMENT, LLC — grew from 2 to 4 advisory reps. IAPD ↗
67
EXPRESSIVE WEALTH LLC — grew from 7 to 9 advisory reps. IAPD ↗
67
BLUE BEAR FINANCIAL, LLC — grew from 1 to 3 advisory reps. IAPD ↗
67
OXFORD WEALTH MANAGEMENT — grew from 1 to 3 advisory reps. IAPD ↗
67
CATOCTIN RIDGE WEALTH PARTNER — grew from 2 to 4 advisory reps. IAPD ↗
67
STRIVE FINANCIAL GROUP, LLC — grew from 6 to 8 advisory reps. IAPD ↗
67
JET WEALTH ADVISORS — grew from 4 to 6 advisory reps. IAPD ↗
67
STORGATE, LLC — grew from 2 to 4 advisory reps. IAPD ↗
67
SLEDGE AND COMPANY WEALTH ADVISORS — grew from 2 to 4 advisory reps. IAPD ↗
67
TUTTLE WEALTH PARTNERS LLC — grew from 1 to 3 advisory reps. IAPD ↗
65
MONEY MANAGERS, INC. — now reports custody of client assets ($145.1M). IAPD ↗
65
CRESCENT STERLING LTD. — now reports custody of client assets ($22.5M). IAPD ↗
65
CLAREMONT FINANCIAL GROUP,INC. — now reports custody of client assets ($37.5M). IAPD ↗
65
ALDER FINANCIAL GROUP INC — now reports custody of client assets ($112.5M). IAPD ↗
65
HARBOUR FINANCIAL RESOURCES, LTD — now reports custody of client assets ($176.8M). IAPD ↗
65
PEAK INVESTMENT ADVISORS, INC. — now reports custody of client assets ($60,204). IAPD ↗
65
RENAUD & COMPANY, LLC — now reports custody of client assets ($210.7M). IAPD ↗
65
GCI FINANCIAL GROUP — now reports custody of client assets ($90.9M). IAPD ↗
65
MCLAUGHLIN ASSET MANAGEMENT, INC. — now reports custody of client assets ($4.2M). IAPD ↗
65
ARRIVAL CAPITAL MANAGEMENT LLC — now reports custody of client assets ($5.0M). IAPD ↗
65
FINANCIAL LIFE PLANNERS — now reports custody of client assets ($2.0M). IAPD ↗
65
CURTIS FINANCIAL PLANNING — now reports custody of client assets ($5.3M). IAPD ↗
65
BILL LOSEY RETIREMENT SOLUTIONS, LLC — now reports custody of client assets ($39.6M). IAPD ↗
65
FIDELIS FINANCIAL PLANNING, LLC — now reports custody of client assets ($65.7M). IAPD ↗
65
SOLUTIONS 4 WEALTH — now reports custody of client assets ($3.9M). IAPD ↗
65
DECISION INVESTMENTS, INC. — now reports custody of client assets ($2.9M). IAPD ↗
65
RAYBURN WEST FINANCIAL SERVICES — now reports custody of client assets ($76.3M). IAPD ↗
65
LIFETIME WEALTH MANAGEMENT P.C. — now reports custody of client assets ($149.9M). IAPD ↗
65
MCALVANY WEALTH MANAGEMENT, LLC — now reports custody of client assets ($46.9M). IAPD ↗
65
NOBLEBRIDGE WEALTH — now reports custody of client assets ($36.9M). IAPD ↗
65
SKYLINE FINANCIAL NORTHWEST — now reports custody of client assets ($38.8M). IAPD ↗
65
DRAPER ASSET MANAGEMENT, LLC — now reports custody of client assets ($52.6M). IAPD ↗
65
PRIVATE CLIENT GROUP ASSET MANAGEMENT — now reports custody of client assets ($27.9M). IAPD ↗
65
CLARITY INVESTMENTS + PLANNING LLC — now reports custody of client assets ($1.2M). IAPD ↗
65
GRANITE VALUE CAPITAL, LLC — now reports custody of client assets ($4.4M). IAPD ↗
65
BAUMAN WEALTH ADVISORS — now reports custody of client assets ($53.6M). IAPD ↗
65
VALPEY FINANCIAL SERVICES LLC — now reports custody of client assets ($76.3M). IAPD ↗
65
QUEEN CITY CAPITAL MANAGEMENT, LLC — now reports custody of client assets ($4.0M). IAPD ↗
65
NORTHLANDING FINANCIAL PARTNERS, LLC — now reports custody of client assets ($5.0M). IAPD ↗
65
TEVIS INVESTMENT MANAGEMENT, LLC — now reports custody of client assets ($13.9M). IAPD ↗
65
VANDERPOL INVESTMENTS L.L.C. — now reports custody of client assets ($75.8M). IAPD ↗
65
ONE HOPPER ASSET MANAGEMENT — now reports custody of client assets ($8.2M). IAPD ↗
65
MACKAY FINANCIAL PLANNING, LLC — now reports custody of client assets ($94.1M). IAPD ↗
65
FINANCIAL PARTNERS, LLC — now reports custody of client assets ($950,000). IAPD ↗
65
ABBINGTON INVESTMENT GROUP, LLC — now reports custody of client assets ($13.0M). IAPD ↗
65
RED REEF ADVISORS LLC — now reports custody of client assets ($1.5M). IAPD ↗
65
TOGETHER PLANNING — now reports custody of client assets ($3.3M). IAPD ↗
65
MURRAY FINANCIAL SERVICES, INC — now reports custody of client assets ($125.9M). IAPD ↗
65
MIDWESTERN FINANCIAL GROUP — now reports custody of client assets ($28.5M). IAPD ↗
65
T.R.U.E. COASTAL CAPITAL, LLC — now reports custody of client assets ($20.3M). IAPD ↗
65
HELIUM ADVISORS LLC — now reports custody of client assets ($4.3M). IAPD ↗
65
CULTIVATING WEALTH — now reports custody of client assets ($62.7M). IAPD ↗
65
FIGURE 8 INVESTMENT STRATEGIES LLC — now reports custody of client assets ($41.2M). IAPD ↗
65
PARADIGM WEALTH ADVISORY LLC — now reports custody of client assets ($3.1M). IAPD ↗
65
MERCURIO WEALTH ADVISORS — now reports custody of client assets ($4.0M). IAPD ↗
65
TEPP WEALTH MANAGEMENT — now reports custody of client assets ($194.1M). IAPD ↗
65
DAVID P. GILLIAM & ASSOCIATES, INC. — now reports custody of client assets ($67.4M). IAPD ↗
65
NORTH BAY WEALTH MANAGEMENT — now reports custody of client assets ($21.2M). IAPD ↗
65
BUCKET LIST WEALTH MANAGEMENT, LLC — now reports custody of client assets ($36.1M). IAPD ↗
65
T.M. WEALTH MANAGEMENT — now reports custody of client assets ($38.7M). IAPD ↗
65
HERITAGE FINANCIAL COUNSELORS, LLC — now reports custody of client assets ($1.8M). IAPD ↗
65
WEALTHJAR INVESTMENT ADVISORY, LLC — now reports custody of client assets ($6,963). IAPD ↗
65
RICHMOND QUANTITATIVE ADVISORS, LLC — now reports custody of client assets ($2.4M). IAPD ↗
65
ATLANTIC WEALTH PARTNERS, LLC — now reports custody of client assets ($30.7M). IAPD ↗
65
PLANVEST FINANCIAL, INC. — now reports custody of client assets ($7.2M). IAPD ↗
65
CENTENNIAL ADVISORS, LLC — now reports custody of client assets ($103.1M). IAPD ↗
65
LUMINA WEALTH MANAGEMENT, LLC — now reports custody of client assets ($26.8M). IAPD ↗
65
BLUE JAY FINANCIAL GROUP, LLC — now reports custody of client assets ($61.9M). IAPD ↗
65
BUILD ASSET MANAGEMENT — now reports custody of client assets ($30.8M). IAPD ↗
65
TOWN CAPITAL — now reports custody of client assets ($74.5M). IAPD ↗
65
BLUE POINT FINANCIAL, INC. — now reports custody of client assets ($1.5M). IAPD ↗
65
DELOS CAPITAL ADVISORS — now reports custody of client assets ($26.9M). IAPD ↗
65
OAK CREST ADVISORY, LLC — now reports custody of client assets ($13.9M). IAPD ↗
65
ZENITH WEALTH PARTNERS — now reports custody of client assets ($23.6M). IAPD ↗
65
MSP WEALTH MANAGEMENT, LLC — now reports custody of client assets ($100.8M). IAPD ↗
65
SFG WEALTH ADVISORS, LLC — now reports custody of client assets ($38.7M). IAPD ↗
65
CHIRON CAPITAL MANAGEMENT, LLC — now reports custody of client assets ($20.4M). IAPD ↗
65
GROWSTRONG WEALTH STRATEGIES — now reports custody of client assets ($14.1M). IAPD ↗
65
DRIVEN INVESTMENTS LLC — now reports custody of client assets ($9.2M). IAPD ↗
65
DIRECT FINANCIAL CARE — now reports custody of client assets ($38.9M). IAPD ↗
65
DIAMOND CLIENT GROUP, LLC — now reports custody of client assets ($122.0M). IAPD ↗
65
VILGA FINANCIAL PLANNING LLC — now reports custody of client assets ($8.2M). IAPD ↗
65
CURTIS WEALTH MANAGEMENT LLC — now reports custody of client assets ($20.1M). IAPD ↗
65
TARGET ROCK WEALTH MANAGEMENT, LLC — now reports custody of client assets ($8.6M). IAPD ↗
65
AXIOM WEALTH STRATEGIES, LLC — now reports custody of client assets ($15.8M). IAPD ↗
65
J.M. ARBOUR, LLC — now reports custody of client assets ($75.7M). IAPD ↗
65
INTEGRITY FINANCIAL ADVISORS, LLC — now reports custody of client assets ($147,944). IAPD ↗
65
CROSS BORDER FINANCIAL PLANNING USA LLC — now reports custody of client assets ($34.7M). IAPD ↗
65
BEACON ASSOCIATES WEALTH MANAGEMENT, LLC — now reports custody of client assets ($28.4M). IAPD ↗
65
CONWAY PARTNERS — now reports custody of client assets ($14.9M). IAPD ↗
65
ONESOURCE WEALTH MANAGEMENT — now reports custody of client assets ($1.6M). IAPD ↗
65
SPLIT CREEK LLC DBA SPLIT CREEK CAPITAL LLC — now reports custody of client assets ($14.2M). IAPD ↗
65
RBG WEALTH ADVISORS LLC — now reports custody of client assets ($27.8M). IAPD ↗
65
10ELMS LLP — now reports custody of client assets ($54.3M). IAPD ↗
65
LUMIDA WEALTH MANAGEMENT LLC — now reports custody of client assets ($55.1M). IAPD ↗
65
PELTOMA CAPITAL PARTNERS — now reports custody of client assets ($141.0M). IAPD ↗
65
PACIFIC PEAK ADVISORS, LLC — now reports custody of client assets ($151,000). IAPD ↗
65
RIGDEN CAPITAL STRATEGIES — now reports custody of client assets ($5.0M). IAPD ↗
65
WATERCOLOR FINANCIAL — now reports custody of client assets ($12.5M). IAPD ↗
65
44 NORTH CAPITAL, LLC — now reports custody of client assets ($16.4M). IAPD ↗
65
AZURA PARTNERS US LLC — now reports custody of client assets ($76.0M). IAPD ↗
65
GENESIS FINANCIAL GROUP, LLC — now reports custody of client assets ($20.0M). IAPD ↗
65
1015 CAPITAL PARTNERS, LLC — now reports custody of client assets ($8.2M). IAPD ↗
65
PROMETHIUM — now reports custody of client assets ($107.8M). IAPD ↗
65
MERKKURI WEALTH ADVISORS LLC — now reports custody of client assets ($22.9M). IAPD ↗
65
BASSAM WEALTH MANAGEMENT, LLC — now reports custody of client assets ($7.1M). IAPD ↗
65
BLUE BEAR FINANCIAL, LLC — now reports custody of client assets ($26). IAPD ↗
65
MAYNERICH FINANCIAL — now reports custody of client assets ($7.7M). IAPD ↗
65
PLANWISER FINANCIAL — now reports custody of client assets ($27.9M). IAPD ↗
65
HARBORFRONT FINANCIAL GROUP — now reports custody of client assets ($22.5M). IAPD ↗
65
SERENITY CAPITAL ADVISORS INC. — now reports custody of client assets ($7.6M). IAPD ↗
65
GBG WEALTH MANAGEMENT LLC — now reports custody of client assets ($207,991). IAPD ↗
65
APEX INVESTMENT GROUP — now reports custody of client assets ($50.5M). IAPD ↗
65
GAINSPOLETTI WEALTH PLANNERS — now reports custody of client assets ($9.7M). IAPD ↗
65
LUNIN-PACK PLANNING AND ADVICE, LLC — now reports custody of client assets ($423,524). IAPD ↗
65
ARIA WEALTH PARTNERS — now reports custody of client assets ($30.7M). IAPD ↗
65
CEDARWOOD WEALTH — now reports custody of client assets ($77.7M). IAPD ↗
65
CEDRUS WEALTH GROUP — now reports custody of client assets ($15.3M). IAPD ↗
65
ALTERIS CAPITAL PARTNERS, LLC — now reports custody of client assets ($12.9M). IAPD ↗
65
ROOTED FINANCIAL GROUP, LLC — now reports custody of client assets ($46.1M). IAPD ↗
65
WLTH CAPITAL MANAGEMENT, LLC — now reports custody of client assets ($36.1M). IAPD ↗
65
LEGEND CAPITAL — now reports custody of client assets ($240.3M). IAPD ↗
65
INTEGRATIVE PLANNING, INC. — now reports custody of client assets ($101.4M). IAPD ↗
65
SLEDGE AND COMPANY WEALTH ADVISORS — now reports custody of client assets ($37.8M). IAPD ↗
65
STONE LOFT WEALTH MANAGEMENT LLC — now reports custody of client assets ($69.2M). IAPD ↗
65
ROTHWELL INVESTMENT ADVISORS — now reports custody of client assets ($80.9M). IAPD ↗
65
LEGACY ROAD FAMILY OFFICES — now reports custody of client assets ($1.6M). IAPD ↗
65
XCEPTION FAMILY OFFICE — now reports custody of client assets ($54.9M). IAPD ↗
65
COASTLINE COMPLETE WEALTH LLC — now reports custody of client assets ($184.1M). IAPD ↗
65
3ROOTS WEALTH PARTNERS LLC — now reports custody of client assets ($772,135). IAPD ↗
65
STRUCTURE WEALTH PARTNERS LLC — now reports custody of client assets ($68.2M). IAPD ↗
65
MARTINWRIGHT ADVISORY, LLC — now reports custody of client assets ($57.8M). IAPD ↗
65
MCKINNEY CAPITAL MANAGEMENT — now reports custody of client assets ($8.5M). IAPD ↗
65
ULTRA ADVISORY GROUP — now reports custody of client assets ($47.3M). IAPD ↗
65
GRAY LION CAPITAL — now reports custody of client assets ($14.0M). IAPD ↗
65
BECKETT CLARK PRIVATE WEALTH, LLC — now reports custody of client assets ($25.2M). IAPD ↗
65
BAYTRUST WEALTH MANAGEMENT, LLC — now reports custody of client assets ($22.7M). IAPD ↗
65
PEREON WEALTH LLC — now reports custody of client assets ($8.0M). IAPD ↗
65
NAVIANT PARTNERS, LLC — now reports custody of client assets ($46.1M). IAPD ↗
65
PFLUEGER WEALTH — now reports custody of client assets ($18.4M). IAPD ↗
65
HV CAPITAL MANAGEMENT — now reports custody of client assets ($11.8M). IAPD ↗
65
GEVERS WEALTH MANAGEMENT — now reports custody of client assets ($71.3M). IAPD ↗
65
TRUEPOINT, INC. — began participating in a wrap-fee program. IAPD ↗
65
CITIZENS PRIVATE WEALTH — began participating in a wrap-fee program. IAPD ↗
65
ENVESTNET PORTFOLIO SOLUTIONS, INC. — began participating in a wrap-fee program. IAPD ↗
65
MAIRS & POWER — began participating in a wrap-fee program. IAPD ↗
65
ADVOCACY WEALTH MANAGEMENT, LLC — began participating in a wrap-fee program. IAPD ↗
65
KEATING FINANCIAL ADVISORY SERVICES — began participating in a wrap-fee program. IAPD ↗
65
GEOWEALTH MANAGEMENT LLC — began participating in a wrap-fee program. IAPD ↗
65
VANGUARD PERSONALIZED INDEXING MANAGEMENT — began participating in a wrap-fee program. IAPD ↗
65
CW ADVISORS, LLC — began participating in a wrap-fee program. IAPD ↗
65
MODERN WEALTH MANAGEMENT, LLC — began participating in a wrap-fee program. IAPD ↗
63
CHAPIN DAVIS ASSET MANAGEMENT — began participating in a wrap-fee program. IAPD ↗
63
LAUREL WEALTH PLANNING — began participating in a wrap-fee program. IAPD ↗
63
THE JENKINS GROUP — began participating in a wrap-fee program. IAPD ↗
63
UHLER VERTICH WHITE ADVISORS — began participating in a wrap-fee program. IAPD ↗
63
CL WEALTH MANAGEMENT LLC — began participating in a wrap-fee program. IAPD ↗
63
DAI WEALTH, LLC — began participating in a wrap-fee program. IAPD ↗
63
BEACON WEALTH CONSULTANTS, INC. — began participating in a wrap-fee program. IAPD ↗
63
BROPHY WEALTH MANAGEMENT, LLC — began participating in a wrap-fee program. IAPD ↗
63
ONE WEALTH MAP, LLC — began participating in a wrap-fee program. IAPD ↗
63
WILLIAM JOSEPH CAPITAL MANAGEMENT, INC. — began participating in a wrap-fee program. IAPD ↗
63
BOOKENDS FINANCIAL PLANNING — began participating in a wrap-fee program. IAPD ↗
63
OLISTICO WEALTH, LLC — began participating in a wrap-fee program. IAPD ↗
63
GGM FINANCIAL LLC — began participating in a wrap-fee program. IAPD ↗
60
KAHN FINANCIAL GROUP — began participating in a wrap-fee program. IAPD ↗
60
DOLAN CAPITAL ADVISORS, LLC — began participating in a wrap-fee program. IAPD ↗
60
FIRST AMERICAN ASSET ADVISORY, LLC — began participating in a wrap-fee program. IAPD ↗
60
STRATEGIC ADVISORY SERVICES — began participating in a wrap-fee program. IAPD ↗
60
CAPSTAR FINANCIAL SERVICES LLC — began participating in a wrap-fee program. IAPD ↗
60
ALINEA ADVISORY SERVICES LLC — began participating in a wrap-fee program. IAPD ↗
60
PONTA WEALTH PARTNERS, LLC — began participating in a wrap-fee program. IAPD ↗
60
CROSSGEN WEALTH LLC — began participating in a wrap-fee program. IAPD ↗
60
DESTINY FAMILY OFFICE — began participating in a wrap-fee program. IAPD ↗
60
TWENTY-FIVE CAPITAL PARTNERS — began participating in a wrap-fee program. IAPD ↗
55
J.P. MORGAN SECURITIES LLC — 's Item 11 disclosure-reporting entries rose by 1 (161 -> 162). IAPD ↗
55
EDWARD JONES — 's Item 11 disclosure-reporting entries rose by 12 (264 -> 276). IAPD ↗
55
GOLDMAN SACHS & CO. LLC — 's Item 11 disclosure-reporting entries rose by 3 (767 -> 770). IAPD ↗
55
LPL FINANCIAL LLC — 's Item 11 disclosure-reporting entries rose by 10 (342 -> 352). IAPD ↗
55
PRIMERICA ADVISORS — 's Item 11 disclosure-reporting entries rose by 5 (46 -> 51). IAPD ↗
55
GOELZER INVESTMENT MANAGEMENT — 's Item 11 disclosure-reporting entries rose by 1 (0 -> 1). IAPD ↗
55
EATON VANCE MANAGEMENT — 's Item 11 disclosure-reporting entries rose by 1 (7 -> 8). IAPD ↗
55
ALTA CAPITAL MANAGEMENT LLC — 's Item 11 disclosure-reporting entries rose by 2 (0 -> 2). IAPD ↗
55
GLENMEDE INVESTMENT MANAGEMENT, LP — 's Item 11 disclosure-reporting entries rose by 2 (0 -> 2). IAPD ↗
55
CG ADVISORY SERVICES — 's Item 11 disclosure-reporting entries rose by 1 (2 -> 3). IAPD ↗
55
EMPOWER ADVISORY GROUP, LLC — 's Item 11 disclosure-reporting entries rose by 1 (5 -> 6). IAPD ↗
55
AGINCOURT CAPITAL MANAGEMENT, LLC — 's Item 11 disclosure-reporting entries rose by 2 (0 -> 2). IAPD ↗
55
FIERA CAPITAL INC. — 's Item 11 disclosure-reporting entries rose by 2 (0 -> 2). IAPD ↗
55
REGAL INVESTMENT ADVISORS LLC — 's Item 11 disclosure-reporting entries rose by 2 (6 -> 8). IAPD ↗
55
STONEBRIDGE ADVISORS LLC — 's Item 11 disclosure-reporting entries rose by 1 (3 -> 4). IAPD ↗
55
STERLING CAPITAL MANAGEMENT LLC — 's Item 11 disclosure-reporting entries rose by 2 (0 -> 2). IAPD ↗
55
BENJAMIN F. EDWARDS & COMPANY, INCORPORATED — 's Item 11 disclosure-reporting entries rose by 5 (12 -> 17). IAPD ↗
55
EURO PACIFIC ASSET MANAGEMENT, LLC — 's Item 11 disclosure-reporting entries rose by 1 (0 -> 1). IAPD ↗
55
FOURSTAR WEALTH ADVISORS, LLC — 's Item 11 disclosure-reporting entries rose by 11 (0 -> 11). IAPD ↗
55
FOUNDATIONS INVESTMENT ADVISORS LLC — 's Item 11 disclosure-reporting entries rose by 3 (8 -> 11). IAPD ↗
55
INTRUA FINANCIAL — 's Item 11 disclosure-reporting entries rose by 1 (0 -> 1). IAPD ↗
55
GIBBS WEALTH MANAGEMENT, LLC — 's Item 11 disclosure-reporting entries rose by 1 (2 -> 3). IAPD ↗
55
FIRST COMMAND ADVISORY SERVICES — 's Item 11 disclosure-reporting entries rose by 1 (7 -> 8). IAPD ↗
55
ARKADIOS WEALTH ADVISORS — 's Item 11 disclosure-reporting entries rose by 1 (3 -> 4). IAPD ↗
55
SIMPLICITY WEALTH — 's Item 11 disclosure-reporting entries rose by 2 (5 -> 7). IAPD ↗
55
MACERATIO LLC — 's Item 11 disclosure-reporting entries rose by 6 (0 -> 6). IAPD ↗
55
THEPARTNERS WEALTH MANAGEMENT — 's Item 11 disclosure-reporting entries rose by 2 (0 -> 2). IAPD ↗
55
PORTSIDE WEALTH GROUP, LLC — 's Item 11 disclosure-reporting entries rose by 1 (0 -> 1). IAPD ↗
55
ROTHSCHILD INVESTMENT — notice-filed in AL, DE, IA, ID, KS, MS, NE, RI, SD, WY. IAPD ↗
55
CPS INVESTMENT ADVISORS — notice-filed in AR, IN, LA, NE, NH. IAPD ↗
55
JOHN W. BRISTOL & CO., INC. — notice-filed in CA, CO, MA, ME, NC, RI. IAPD ↗
55
WEATHERBIE CAPITAL, LLC — notice-filed in CO, DE, IL, ME, NH. IAPD ↗
55
ARMSTRONG, FLEMING & MOORE, INC. — notice-filed in CO, ME, NJ, TN, WA. IAPD ↗
55
ADELL HARRIMAN & CARPENTER — notice-filed in AZ, MO, NH, NY, WA. IAPD ↗
55
EARNED WEALTH ADVISORS, LLC — notice-filed in AK, AL, AR, DC, DE, IA, IN, ME, MI, MN, MO, MS, MT, ND, NE, NM, OK, PA, PR, RI, SD, TN, VT, WI, WV, WY. IAPD ↗
55
WESTWOOD MANAGEMENT CORP — notice-filed in DE, IN, KS, LA, OK, UT, WI. IAPD ↗
55
TRILLIUM ASSET MANAGEMENT — notice-filed in AK, AL, AR, IA, KS, MS, ND, NE, OK, PR, SD, VI, WV. IAPD ↗
55
DELTA ASSET MANAGEMENT, LLC — notice-filed in AZ, KS, MO, NJ, SC, VA. IAPD ↗
55
STEEL GROVE CAPITAL ADVISORS, LLC — notice-filed in AR, CA, CO, MD, NC, NH, OH, OK, PA, SC, WI. IAPD ↗
55
FUTURE CAPITAL — notice-filed in DC, ME, MT, SD, VT. IAPD ↗
55
SCS CAPITAL MANAGEMENT LLC — notice-filed in AR, IA, ID, MN, MT, ND, WV. IAPD ↗
55
SILICON VALLEY CAPITAL PARTNERS, L.P. — notice-filed in AZ, CO, FL, NV, NY. IAPD ↗
55
ELEVATION POINT WEALTH PARTNERS, LLC — notice-filed in AK, AR, DE, KS, KY, ME, MO, MS, MT, NM, SD. IAPD ↗
55
WERBA RUBIN PAPIER WEALTH MANAGEMENT, LLC — notice-filed in FL, IL, NH, NY, TN. IAPD ↗
55
BIP WEALTH, LLC — notice-filed in AR, IN, MN, MS, WI. IAPD ↗
55
FREESTONE CAPITAL MANAGEMENT, LLC — notice-filed in AL, AR, DE, IA, IN, KY, ME, MS, ND, NM, OK, PR, RI, VI, WV. IAPD ↗
55
GATEWAY INVESTMENT ADVISERS, LLC — notice-filed in GA, HI, IL, MI, MN, NC, PA, SC. IAPD ↗
55
ANDINA ADVISORS — notice-filed in AZ, CO, MT, WA, WY. IAPD ↗
55
SEVEN BRIDGES ADVISORS LLC — notice-filed in CA, CO, CT, FL, NH. IAPD ↗
55
TRAJAN WEALTH, L.L.C. — notice-filed in ME, ND, NH, RI, WV. IAPD ↗
55
APELLA WEALTH — notice-filed in AK, AR, KY, MS, ND, PR, WV. IAPD ↗
55
BEACON TRUST — notice-filed in AK, AL, AZ, DC, DE, HI, IA, ID, IN, KS, KY, MN, MO, MS, MT, ND, OK, OR, PR, RI, SD, TN, UT, VI, WA, WV, WY. IAPD ↗
55
DGS CAPITAL MANAGEMENT — notice-filed in CA, FL, IL, MA, ME, NC, NH, NJ, NY, OH, TX, VA, WA. IAPD ↗
55
CONTINUUM ADVISORY, LLC — notice-filed in AL, IN, KY, MS, NE, OK, RI, SD, WV, WY. IAPD ↗
55
CLARK ASSET MANAGEMENT, LLC — notice-filed in CO, LA, NJ, OH, VA. IAPD ↗
55
VANGUARD PERSONALIZED INDEXING MANAGEMENT — notice-filed in AK, AL, AR, AZ, CO, CT, DC, DE, FL, GA, HI, IA, ID, IN, KS, KY, LA, MA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, RI, SC, SD, TN, UT, VA, VI, VT, WA, WI, WV, WY. IAPD ↗
55
SEPIO CAPITAL, LP — notice-filed in AK, DC, DE, ID, KS, MA, MI, MT, NC, OK, OR, PA, SD, VA, WA. IAPD ↗
55
TEXAS CAPITAL BANK PRIVATE WEALTH ADVISORS — notice-filed in AZ, GA, NC, NM, NV, SC, TN, WA. IAPD ↗
55
GUARDIAN WEALTH ADVISORS, LLC — notice-filed in IA, KS, MI, MO, OH, OR. IAPD ↗
55
CORDOBA ADVISORY PARTNERS LLC — notice-filed in DE, MA, NJ, TX, WY. IAPD ↗
55
THE NEMES RUSH GROUP, LLC — notice-filed in AZ, CA, CO, FL, GA, IL, NH, NY, OH, TN, TX, WA. IAPD ↗
55
BROOKWOOD INVESTMENT GROUP — notice-filed in AK, AL, AR, DC, HI, KY, ME, MT, NE, NM, OK, UT, WA, WI. IAPD ↗
55
CONCENTRIC — notice-filed in HI, IA, KS, KY, MO, MT, ND, OK, PR, SD. IAPD ↗
55
QUOTIENT WEALTH PARTNERS, LLC — notice-filed in GA, ID, IN, MN, MO, NV, OR. IAPD ↗
55
GC WEALTH MANAGEMENT RIA, LLC — notice-filed in IL, MT, NV, RI, UT. IAPD ↗
55
OPENARC CORPORATE ADVISORY, LLC — notice-filed in AK, AL, AR, AZ, CA, CO, CT, DC, DE, HI, IA, ID, IN, KS, KY, LA, MA, MD, ME, MI, MN, MO, MS, MT, NC, NE, NH, NM, NV, NY, OH, OK, OR, PA, PR, RI, SC, TN, UT, VA, VT, WA, WI, WV, WY. IAPD ↗
53
ULLAND INVESTMENT ADVISORS, LLC — 's Item 11 disclosure-reporting entries rose by 1 (0 -> 1). IAPD ↗
53
RUDNEY ASSOCIATES — 's Item 11 disclosure-reporting entries rose by 3 (0 -> 3). IAPD ↗
53
OAKWOOD CAPITAL, INC. — 's Item 11 disclosure-reporting entries rose by 3 (0 -> 3). IAPD ↗
53
GRADIENT WEALTH MANAGEMENT — 's Item 11 disclosure-reporting entries rose by 6 (8 -> 14). IAPD ↗
53
ELITE WEALTH MANAGEMENT, INC. — 's Item 11 disclosure-reporting entries rose by 1 (0 -> 1). IAPD ↗
53
STRATEGAS ASSET MANAGEMENT, LLC — 's Item 11 disclosure-reporting entries rose by 1 (0 -> 1). IAPD ↗
53
LAS OLAS CAPITAL ADVISORS, LLC — 's Item 11 disclosure-reporting entries rose by 1 (0 -> 1). IAPD ↗
53
MAGNATE ADVISORY SERVICES, LLC — 's Item 11 disclosure-reporting entries rose by 2 (0 -> 2). IAPD ↗
53
XYPN INVEST — 's Item 11 disclosure-reporting entries rose by 1 (3 -> 4). IAPD ↗
53
FAMILYWEALTH — 's Item 11 disclosure-reporting entries rose by 3 (0 -> 3). IAPD ↗
53
SKYOAK WEALTH — 's Item 11 disclosure-reporting entries rose by 4 (0 -> 4). IAPD ↗
53
CONVERGENCE FINANCIAL — 's Item 11 disclosure-reporting entries rose by 1 (0 -> 1). IAPD ↗
53
DOMINION PORTFOLIO MANAGEMENT, INC. — notice-filed in AZ, CA, GA, MS, ND, UT. IAPD ↗
53
THOMAS J. HERZFELD ADVISORS, INC. — notice-filed in AR, DE, IA, ND, NE. IAPD ↗
53
CAPSTONE FINANCIAL ADVISORS INC — notice-filed in NE, NY, OH, PA. IAPD ↗
53
STRATEGIC FINANCIAL SERVICES — notice-filed in AZ, GA, IL, MD. IAPD ↗
53
IAG WEALTH PARTNERS, LLC — notice-filed in MO, NV, NY, UT. IAPD ↗
53
MANCHESTER CAPITAL MANAGEMENT LLC — notice-filed in CO, NC, NJ, VI. IAPD ↗
53
S&A FINANCIAL SERVICES, INC. — notice-filed in CA, GA, NJ, VA, WI. IAPD ↗
53
MCF ADVISORS, LLC — notice-filed in CO, GA, OK, WV. IAPD ↗
53
MEASURED RISK PORTFOLIOS — notice-filed in GA, MO, SC, TN, UT. IAPD ↗
53
SIGNATURE RESOURCES CAPITAL MANAGEMENT, LLC — notice-filed in FL, ID, NE, NJ, NV, OR. IAPD ↗
53
BERKSHIRE ASSET MANAGEMENT, LLC — notice-filed in HI, MN, MT, ND. IAPD ↗
53
BROOKMONT CAPITAL MANAGEMENT — notice-filed in AR, IL, MD, ME, NV, PA. IAPD ↗
53
THE RETIREMENT SOLUTION LLC — notice-filed in AL, GA, HI, IN, KS, MD, MO, NJ, NM, NV, OH, PA, SC, SD, TN, VA. IAPD ↗
53
OLD WEST INVESTMENT MANAGEMENT, LLC — notice-filed in CT, FL, GA, ID, MN, NC, NY, WA. IAPD ↗
53
C2 PRIVATE WEALTH — notice-filed in CO, LA, MD, VA. IAPD ↗
53
PERSONAL CFO SOLUTIONS LLC — notice-filed in ME, MO, NH, WI. IAPD ↗
53
MORRIS & WELLS WEALTH MANAGEMENT — notice-filed in CA, KY, MD, NC, NY, TN. IAPD ↗
53
PRAIRIE WEALTH ADVISORS, INC. — notice-filed in AZ, IL, MN, SC, WA. IAPD ↗
53
ELM WEALTH — notice-filed in MD, OH, UT, VT. IAPD ↗
53
WEALTH WATCH ADVISORS, INC — notice-filed in AL, CT, IN, KY, LA, MA, MO, MT, NH, NJ, NM, NV, NY, SD, WY. IAPD ↗
53
WALSER WEALTH MANAGEMENT COMPANY, A LIMITED LIABILITY COMPANY — notice-filed in AZ, CA, CO, CT, IA, IN, KS, KY, LA, MA, MD, MI, MN, MO, NC, NE, NH, NJ, NM, NY, OH, OK, OR, PA, TN, VA, WA, WI. IAPD ↗
53
SPYGLASS CAPITAL MANAGEMENT, LLC — notice-filed in FL, NY, SD, TX. IAPD ↗
53
KINETIC INVESTMENT MANAGEMENT, INC. — notice-filed in AR, GA, NV, VA, WA. IAPD ↗
53
ATLAS PRIVATE WEALTH ADVISORS — notice-filed in ID, NH, NV, OH, WA. IAPD ↗
53
GOALVEST ADVISORY LLC — notice-filed in CO, MO, MS, MT, NE, OK, WY. IAPD ↗
53
VERDENCE CAPITAL ADVISORS, LLC — notice-filed in AL, IN, ME, OR. IAPD ↗
53
BLUE SQUARE ASSET MANAGEMENT, LLC — notice-filed in CO, IA, MI, OH, OR, PA, UT, VA. IAPD ↗
53
DECISIONPOINT FINANCIAL, LLC — notice-filed in FL, ID, IN, MT. IAPD ↗
53
SAGE MOUNTAIN ADVISORS, LLC — notice-filed in CO, NC, OK, PA. IAPD ↗
53
WILLIAMS JONES WEALTH MANAGEMENT, LLC — notice-filed in IA, KS, KY, MS. IAPD ↗
53
DEW POINT CAPITAL — notice-filed in FL, MD, NY, OR, PA, TN, VA, WA. IAPD ↗
53
TREASURE INVESTMENT MANAGEMENT, LLC — notice-filed in DE, FL, GA, IL, MA, NC, NV, TX, WY. IAPD ↗
53
FORTIS CAPITAL ADVISORS, LLC — notice-filed in IN, MN, NV, VT. IAPD ↗
53
SEASONS OF ADVICE WEALTH MANAGEMENT — notice-filed in IN, MN, OH, OR. IAPD ↗
53
FOCUSED ALPHA, LLC — notice-filed in CA, FL, IL, LA, MD, MI, NC, NE, NH, NV, OR, TX, VA, WA. IAPD ↗
53
YOUSIF CAPITAL MANAGEMENT, LLC — notice-filed in CT, NC, OR, VA. IAPD ↗
53
THE ASCENT GROUP, LLC — notice-filed in AZ, CO, LA, MI. IAPD ↗
53
PRIVATE WEALTH ASSET MANAGEMENT — notice-filed in MD, MI, NC, NM. IAPD ↗
53
RANGE ADVISORY, LLC — notice-filed in AK, KY, MS, ND, VI, WV, WY. IAPD ↗
53
BEAUMONT FINANCIAL PARTNERS — notice-filed in AL, NV, OR, WV. IAPD ↗
53
CACHE ADVISORS LLC — notice-filed in AK, KY, MS, MT, ND, SD, WV, WY. IAPD ↗
53
SYNTHETICFI LLC — notice-filed in AR, CT, IA, IL, IN, MD, MN, MO, NE, OK, SC, TN, WA. IAPD ↗
53
CARRERA CAPITAL ADVISORS — notice-filed in AZ, MN, OR, TN, UT. IAPD ↗
53
THE LIFE WEALTH GROUP — notice-filed in CA, GA, KS, MO, NC, TX. IAPD ↗
53
ELEVATED FINANCIAL GROUP — notice-filed in MA, MN, NC, OR, SC, VA, WA, WI. IAPD ↗
53
CANBY FINANCIAL ADVISORS — notice-filed in CA, CT, FL, ME, NC, NH, NY, RI, VA, VT. IAPD ↗
51
BRIGHTON SECURITIES CORP. — notice-filed in DC, LA, ME, NH. IAPD ↗
51
ABNER HERRMAN & BROCK, LLC — notice-filed in MN, MT, NE. IAPD ↗
51
THE INVESTMENT COUNSEL COMPANY — notice-filed in AZ, FL, WA. IAPD ↗
51
MIDWESTERN SECURITIES TRADING CO.,LLC — notice-filed in MT, NJ, WY. IAPD ↗
51
ALLEGHENY FINANCIAL GROUP — notice-filed in NE, NV, RI. IAPD ↗
51
HIRTLE & CO., LLC — notice-filed in KS, NV, UT. IAPD ↗
51
WEDGE CAPITAL MANAGEMENT LLP — notice-filed in LA, MI, TX. IAPD ↗
51
WRIGHT INVESTORS SERVICE INC — notice-filed in NH, NJ, PA. IAPD ↗
51
WOODLEY FARRA — notice-filed in VT, WV, WY. IAPD ↗
51
STRATEGY ASSET MANAGERS L.L.C. — notice-filed in CO, IL, ME, WA. IAPD ↗
51
OKABENA INVESTMENT SERVICES INC — notice-filed in CA, FL, MT. IAPD ↗
51
STANLEY-LAMAN GROUP LTD. — notice-filed in AK, AR, TN. IAPD ↗
51
VERITY INVESTMENT PARTNERS — notice-filed in CT, DE, MI. IAPD ↗
51
PALISADE INVESTMENTS, LLC — notice-filed in AZ, ID, OR, VA. IAPD ↗
51
OMNI 360 WEALTH, INC. — notice-filed in DE, GA, MN, SC. IAPD ↗
51
KORHORN FINANCIAL GROUP — notice-filed in MN, PA, WA. IAPD ↗
51
ARROYO INVESTMENT GROUP, LLC — notice-filed in ID, LA, NV, TX. IAPD ↗
51
DUPREE FINANCIAL GROUP, LLC — notice-filed in IN, LA, MI, SC. IAPD ↗
51
REDWOOD INVESTMENTS, LLC — notice-filed in AZ, IL, IN, WV. IAPD ↗
51
MYCIO WEALTH PARTNERS, LLC — notice-filed in MS, NH, OH. IAPD ↗
51
KOHMANN BOSSHARD FINANCIAL SERVICES, LLC. — notice-filed in CA, NC, PA. IAPD ↗
51
BLBB ADVISORS — notice-filed in AL, DC, VT. IAPD ↗
51
STRATEGIC FINANCIAL CONCEPTS, LLC — notice-filed in AZ, MO, MS, MT. IAPD ↗
51
HECK CAPITAL ADVISORS, LLC — notice-filed in AK, NH, OR. IAPD ↗
51
DMKC ADVISORY SERVICES, LLC — notice-filed in ID, MO, OH, WA. IAPD ↗
51
HOEY INVESTMENTS, INC. — notice-filed in GA, MA, MD, VA. IAPD ↗
51
SOLTIS INVESTMENT ADVISORS, LLC — notice-filed in IA, ME, NH. IAPD ↗
51
WALKNER CONDON FINANCIAL ADVISORS LLC — notice-filed in IN, MA, PA. IAPD ↗
51
THE PINNACLE FINANCIAL GROUP — notice-filed in IA, ME, WA. IAPD ↗
51
IFG ADVISORY, LLC — notice-filed in ID, KS, NV. IAPD ↗
51
FORTIS CAPITAL MANAGEMENT LLC — notice-filed in AZ, MN, OR. IAPD ↗
51
L2 ASSET MANAGEMENT, LLC — notice-filed in CA, NV, NY. IAPD ↗
51
EXODUS WEALTH, LLC — notice-filed in KS, OK, TN, WV. IAPD ↗
51
GENERATIONAL WEALTH MANAGEMENT — notice-filed in AZ, IL, PA, SC. IAPD ↗
51
KFA PRIVATE WEALTH GROUP, LLC — notice-filed in CO, MI, TN, WA. IAPD ↗
51
STANSBERRY ASSET MANAGEMENT, LLC — notice-filed in AK, RI, WV. IAPD ↗
51
AWM CAPITAL, LLC — notice-filed in AL, AR, IL. IAPD ↗
51
LAKE STREET — notice-filed in LA, NE, NH. IAPD ↗
51
SOUDERS FINANCIAL ADVISORS, LLC — notice-filed in GA, SC, VA. IAPD ↗
51
ROCKPORT WEALTH ADVISORS — notice-filed in LA, NY, TN, VA. IAPD ↗
51
SIGNAL ADVISORS WEALTH, LLC — notice-filed in AL, AZ, NV. IAPD ↗
51
ABSHER WEALTH MANAGEMENT, LLC — notice-filed in CA, IL, UT. IAPD ↗
51
SMITH GROUP ASSET MANAGEMENT, LLC — notice-filed in IN, MS, NE. IAPD ↗
51
ESSENTIAL PARTNERS LLC — notice-filed in FL, LA, NV, TX. IAPD ↗
51
PEAK RETIREMENT PLANNING, INC. — notice-filed in AL, MA, MN, OK. IAPD ↗
51
ELEVATUS WEALTH MANAGEMENT, LLC — notice-filed in MA, NJ, PA, VA. IAPD ↗
51
TREND TRADE PRO, LLC — notice-filed in DE, FL, NV, NY. IAPD ↗
51
SALUS FINANCIAL ADVISORS — notice-filed in MO, NE, PA, TX. IAPD ↗
51
KILTER GROUP — notice-filed in IL, LA, MA, OH. IAPD ↗
51
ARENA PRIVATE WEALTH — notice-filed in AZ, IN, MA, NH. IAPD ↗
51
UNITING WEALTH PARTNERS — notice-filed in CA, CO, NC, NH. IAPD ↗
51
MILESTONE FINANCIAL ASSOCIATES, LLC — notice-filed in DE, FL, NJ, SC. IAPD ↗
51
Z3 CAPITAL PARTNERS — notice-filed in FL, NC, PA, SC. IAPD ↗
51
WASHINGTON PARK CAPITAL MANAGEMENT, LLC — notice-filed in AZ, CA, TX, WA. IAPD ↗
50
WINNING POINTS ADVISORS, L.L.C. — 's Item 11 disclosure-reporting entries rose by 1 (0 -> 1). IAPD ↗
50
THE EIDEARD GROUP, LLC — 's Item 11 disclosure-reporting entries rose by 1 (3 -> 4). IAPD ↗
50
BULLSEYE INVESTMENT MANAGEMENT, LLC — 's Item 11 disclosure-reporting entries rose by 1 (0 -> 1). IAPD ↗
50
FAMILYWEALTH ASSET MANAGEMENT — 's Item 11 disclosure-reporting entries rose by 3 (0 -> 3). IAPD ↗
50
ALEXANDER CAPITAL WEALTH MANAGEMENT LLC — 's Item 11 disclosure-reporting entries rose by 1 (0 -> 1). IAPD ↗
50
SCHWAB WEALTH ADVISORY, INC. — 's Item 11 disclosure-reporting entries rose by 3 (0 -> 3). IAPD ↗
50
P.A.W. CAPITAL PARTNERS, LP — 's Item 11 disclosure-reporting entries rose by 1 (3 -> 4). IAPD ↗
50
INFINITY FINANCIAL SERVICES ADVISORY — 's Item 11 disclosure-reporting entries rose by 4 (13 -> 17). IAPD ↗
50
ARK WEALTH MANAGEMENT — 's Item 11 disclosure-reporting entries rose by 1 (0 -> 1). IAPD ↗
50
BULLTICK4U ADVISOR, LLC — 's Item 11 disclosure-reporting entries rose by 3 (0 -> 3). IAPD ↗
50
STIRLINGSHIRE INVESTMENTS — 's Item 11 disclosure-reporting entries rose by 1 (0 -> 1). IAPD ↗
50
U.S. WEALTH GROUP, LLC — notice-filed in FL, LA, NC, NJ, TX. IAPD ↗
50
BLUE MARBLE INVESTMENTS — notice-filed in DC, GA, IN, ME, NC. IAPD ↗
50
401K GENERATION — notice-filed in AK, AR, ND, NE, NH. IAPD ↗
50
TREASURE COAST FINANCIAL PLANNING, INC. — notice-filed in DC, MI, MN, NV, OH, WV. IAPD ↗
50
OPTION RESEARCH & TECHNOLOGY SERVICES, LLC — notice-filed in AL, AZ, CO, CT, FL, GA, IL, IN, MA, MD, MI, MN, MO, NC, NJ, NV, OH, OR, PA, SC, TN, UT, VA, WA. IAPD ↗
50
ROSSJOHNSON & ASSOCIATES, LLC — notice-filed in FL, MI, NE, NH, WI. IAPD ↗
50
MANZIL INVESTMENT ADVISORS, LLC — notice-filed in CA, FL, IL, MD, NJ, NY, OH, WA. IAPD ↗
50
ALINEA ADVISORY SERVICES LLC — notice-filed in AK, AL, AR, AZ, CO, DC, DE, FL, GA, HI, IA, ID, IN, KS, KY, MD, MI, MN, MS, MT, NC, ND, NE, NH, NJ, NM, NV, OH, OK, OR, PA, PR, RI, SC, SD, TN, UT, VA, VI, VT, WA, WI, WV, WY. IAPD ↗
50
ADVISOR.COM — notice-filed in AZ, FL, MN, OH, OR, PA, TN, WI. IAPD ↗
50
CARRY ADVISORS LLC — notice-filed in AK, AL, KY, MO, MT, NM, RI. IAPD ↗
50
E6 PORTFOLIOS — notice-filed in IL, NE, NH, OR, WA. IAPD ↗
50
GREENPORTFOLIO INC. — notice-filed in CT, FL, ME, MI, MN, NM, RI, WI. IAPD ↗
50
DACHTLER WEALTH ADVISORS, LLC — notice-filed in AZ, NV, OR, TX, WA. IAPD ↗
50
CARDONE WEALTH ADVISORS — notice-filed in AK, AZ, CA, GA, IL, LA, MD, MI, MO, NE, NJ, NV, TX, UT. IAPD ↗
50
50
NORTHERN EDGE WEALTH MANAGEMENT — notice-filed in CA, FL, LA, MN, WI. IAPD ↗
50
CENTRUS FINANCIAL STRATEGIES — notice-filed in GA, NC, NH, NY, TX. IAPD ↗
49
SCHWARTZ & CO. — notice-filed in AL, KY. IAPD ↗
49
HUNTER ASSOCIATES LLC — notice-filed in ID, NE. IAPD ↗
49
ADVISORS ASSET MANAGEMENT, INC. — notice-filed in HI, PR. IAPD ↗
49
THOROUGHBRED FINANCIAL SERVICES, LLC — notice-filed in NV, NY. IAPD ↗
49
MIDDLETON & COMPANY INC. — notice-filed in CO, OR. IAPD ↗
49
FERGUSON WELLMAN CAPITAL MANAGEMENT, INC. — notice-filed in GA, OH. IAPD ↗
49
GAMCO ASSET MANAGEMENT INC. — notice-filed in AR, MT. IAPD ↗
49
PROFESSIONAL ADVISORY SERVICES INC — notice-filed in LA, TN. IAPD ↗
49
ACCREDITED INVESTORS WEALTH MANAGEMENT — notice-filed in GA, IA. IAPD ↗
49
SYSTEMATIC FINANCIAL MANAGEMENT LP — notice-filed in AR, NH. IAPD ↗
49
PETTYJOHN, WOOD & WHITE, INC. — notice-filed in MD, TN. IAPD ↗
49
HEMSLEY ADVISORS, LTD. — notice-filed in MA, NY, OH. IAPD ↗
49
MITCHELL SINKLER & STARR — notice-filed in CA, CO. IAPD ↗
49
BAXTER INVESTMENT MANAGEMENT — notice-filed in SC, WA. IAPD ↗
49
ESSENTIAL PLANNING, LLC — notice-filed in CA, LA, NY. IAPD ↗
49
ASSET PRESERVATION ADVISORS, LLC — notice-filed in HI, WI. IAPD ↗
49
MEEDER ADVISORY SERVICES, INC. — notice-filed in AK, ME. IAPD ↗
49
BSW WEALTH PARTNERS — notice-filed in MT, WA. IAPD ↗
49
SFMG WEALTH ADVISORS — notice-filed in AR, NY. IAPD ↗
49
GHP INVESTMENT ADVISORS INC — notice-filed in MI, VA. IAPD ↗
49
SCHAPER BENZ & WISE INVESTMENT COUNSEL INC — notice-filed in GA, NY. IAPD ↗
49
TRAPHAGEN FINANCIAL GROUP — notice-filed in MD, VA. IAPD ↗
49
COMPASS CAPITAL MANAGEMENT INC — notice-filed in IL, VA. IAPD ↗
49
ENTRUST GLOBAL PARTNERS LLC — notice-filed in SC, TN. IAPD ↗
49
PATHWAY CAPITAL MANAGEMENT, LP — notice-filed in IL, NE. IAPD ↗
49
MARIETTA INVESTMENT PARTNERS, LLC — notice-filed in NH, NY, WA. IAPD ↗
49
LEGACY WEALTH MANAGEMENT, LLC — notice-filed in IN, VA. IAPD ↗
49
CAPITAL COUNSEL LLC — notice-filed in KY, OH. IAPD ↗
49
GEMMER ASSET MANAGEMENT LLC — notice-filed in MD, MT. IAPD ↗
49
FIDUCIARY MANAGEMENT, INC. — notice-filed in AZ, MD. IAPD ↗
49
WILLOW CREEK WEALTH MANAGEMENT, INC. — notice-filed in AZ, ME. IAPD ↗
49
HIGHLAND CONSULTING ASSOCIATES INC. — notice-filed in IN, KY. IAPD ↗
49
HARVEST INVESTMENT CONSULTANTS LLC — notice-filed in AZ, CA, NJ. IAPD ↗
49
MAIRS & POWER — notice-filed in IA, VA. IAPD ↗
49
WILLIS INVESTMENT COUNSEL INC — notice-filed in FL, NE. IAPD ↗
49
JOEL R. MOGY INVESTMENT COUNSEL INC. — notice-filed in CT, OR. IAPD ↗
49
TRIBUTARY CAPITAL MANAGEMENT, LLC — notice-filed in IL, NH. IAPD ↗
49
PARKWAY ADVISORS, L.P. — notice-filed in LA, NY. IAPD ↗
49
MISSION WEALTH MANAGEMENT, LP — notice-filed in MS, ND. IAPD ↗
49
CAPITAL INVESTMENT MANAGEMENT, INC — notice-filed in CO, IL, OK. IAPD ↗
49
SEGAL MARCO ADVISORS — notice-filed in NM, VT. IAPD ↗
49
AMERICAN MONEY MANAGEMENT, LLC — notice-filed in ID, NV, TN. IAPD ↗
49
FINANCIAL PLAN, INC. — notice-filed in AK, KS. IAPD ↗
49
PLAN GROUP FINANCIAL, INC. — notice-filed in KS, UT, WA. IAPD ↗
49
KIPLINGER WEALTH ADVISORS — notice-filed in MD, NC, SC. IAPD ↗
49
CONCORD WEALTH PARTNERS — notice-filed in AZ, GA. IAPD ↗
49
CM WEALTH ADVISORS LLC — notice-filed in CO, MI. IAPD ↗
49
MAIN MANAGEMENT, LLC — notice-filed in FL, VA. IAPD ↗
49
FINANCIAL MANAGEMENT STRATEGIES, INC. — notice-filed in KY, UT, WA. IAPD ↗
49
THE FAIRMAN GROUP, LLC — notice-filed in CO, SC, TX. IAPD ↗
49
WINDSOR ADVISORY GROUP, LLC — notice-filed in LA, SC. IAPD ↗
49
GIBRALTAR CAPITAL MANAGEMENT, INC. — notice-filed in GA, NE. IAPD ↗
49
PCA INVESTMENT ADVISORY SERVICES, INC. — notice-filed in IA, MA. IAPD ↗
49
KLINGMAN AND ASSOCIATES, LLC — notice-filed in IL, VT. IAPD ↗
49
PKS ADVISORY SERVICES, LLC — notice-filed in AR, MD. IAPD ↗
49
GRANEY& KING, LLC — notice-filed in CO, PA, VA. IAPD ↗
49
CWC ADVISORS, LLC — notice-filed in AZ, FL, TX. IAPD ↗
49
MAPLE CAPITAL MANAGEMENT, INC. — notice-filed in MI, TN. IAPD ↗
49
EXENCIAL WEALTH ADVISORS — notice-filed in ND, NE. IAPD ↗
49
BROGAN FINANCIAL — notice-filed in AL, GA, OH. IAPD ↗
49
BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC — notice-filed in CT, MA. IAPD ↗
49
CANNELL & SPEARS LLC — notice-filed in LA, MT. IAPD ↗
49
FINANCIAL INNOVATIONS, LLC — notice-filed in LA, NY, TN. IAPD ↗
49
MCILRATH & ECK, LLC — notice-filed in HI, MT. IAPD ↗
49
MELIA WEALTH LLC — notice-filed in CA, MI, TN. IAPD ↗
49
REDHAWK WEALTH ADVISORS, INC. — notice-filed in MT, RI. IAPD ↗
49
SIHARUM ADVISORS, LLC — notice-filed in OR, RI, SC. IAPD ↗
49
CAPWEALTH ADVISORS, LLC — notice-filed in AZ, NY. IAPD ↗
49
CKW FINANCIAL GROUP, LLC — notice-filed in AZ, OR. IAPD ↗
49
EXPAND FINANCIAL, LLC — notice-filed in IA, PR. IAPD ↗
49
CAPITAL ADVISORS, LTD., LLC — notice-filed in NY, PA. IAPD ↗
49
CONNECTICUT WEALTH MANAGEMENT, LLC — notice-filed in IN, NV. IAPD ↗
49
WESTFULLER ADVISORS, LLC — notice-filed in DC, NH. IAPD ↗
49
NAPLES GLOBAL ADVISORS — notice-filed in CO, NJ. IAPD ↗
49
ZHANG FINANCIAL — notice-filed in NM, OR. IAPD ↗
49
TVAMP, LLC — notice-filed in MA, WA. IAPD ↗
49
THE INVESTMENT HOUSE LLC — notice-filed in AZ, NH. IAPD ↗
49
ZEVIN ASSET MANAGEMENT, LLC — notice-filed in NJ, VA. IAPD ↗
49
BILTMORE FAMILY OFFICE, LLC — notice-filed in GA, LA. IAPD ↗
49
FORMIDABLE ASSET MANAGEMENT, LLC — notice-filed in KS, LA, NH. IAPD ↗
49
FLAHARTY ASSET MANAGEMENT, LLC — notice-filed in KS, MA, WA. IAPD ↗
49
VISIONARY WEALTH ADVISORS, LLC — notice-filed in MS, NV. IAPD ↗
49
FOURSTAR WEALTH ADVISORS, LLC — notice-filed in OK, OR. IAPD ↗
49
TOWNELEY CAPITAL MANAGEMENT, INC. — notice-filed in DE, MO. IAPD ↗
49
COMPOUND PLANNING, INC. — notice-filed in DC, WI. IAPD ↗
49
FIDUCIARY FINANCIAL ADVISORS — notice-filed in AZ, LA. IAPD ↗
49
MIRADOR CAPITAL PARTNERS — notice-filed in KY, OR, VA. IAPD ↗
49
CWP PRIVATE WEALTH MANAGEMENT — notice-filed in AZ, FL, OH. IAPD ↗
49
TRUE LINK FINANCIAL ADVISORS — notice-filed in KY, NV. IAPD ↗
49
RHAME & GORRELL WEALTH MANAGEMENT — notice-filed in IL, OK. IAPD ↗
49
BOGART WEALTH, LLC — notice-filed in OK, WV. IAPD ↗
49
OASIS WEALTH PLANNING ADVISORS — notice-filed in AL, KY, PA. IAPD ↗
49
BLACK SWIFT GROUP, LLC — notice-filed in PA, TN, VA. IAPD ↗
49
WINTHROP WEALTH — notice-filed in ID, MT. IAPD ↗
49
TOWERPOINT WEALTH, LLC — notice-filed in AZ, CO, WA. IAPD ↗
49
SHEPHERD FINANCIAL INVESTMENT ADVISORY LLC — notice-filed in CA, VA. IAPD ↗
49
PEAK PLANNING GROUP, LLC — notice-filed in IL, MT, NE. IAPD ↗
49
INNOVIA WEALTH, LLC — notice-filed in NY, TN. IAPD ↗
49
CAPITA FINANCIAL NETWORK, LLC — notice-filed in GA, IL. IAPD ↗
49
TRITON WEALTH MANAGEMENT, PLLC — notice-filed in IL, MI, OR. IAPD ↗
49
TEAM HEWINS, LLC — notice-filed in LA, NE. IAPD ↗
49
INDEPENDENCE SQUARE HOLDINGS, LLC — notice-filed in RI, VT. IAPD ↗
49
OPTIVISE ADVISORY SERVICES LLC — notice-filed in KY, SC, VA. IAPD ↗
49
EAGLEBROOK ADVISORS — notice-filed in MT, RI, WA. IAPD ↗
49
THE WEALTH ALLIANCE, LLC — notice-filed in OH, TN. IAPD ↗
49
WEDMONT PRIVATE CAPITAL — notice-filed in DE, NC. IAPD ↗
49
HIGHVIEW CAPITAL MANAGEMENT, LLC — notice-filed in FL, TX, WI. IAPD ↗
49
NATIONAL INVESTMENT SERVICES OF AMERICA, LLC — notice-filed in DC, FL. IAPD ↗
49
ALTURA WEALTH ADVISORS INC. — notice-filed in CO, NV, TX. IAPD ↗
49
FAIRWAY WEALTH MANAGEMENT LLC — notice-filed in AZ, NE. IAPD ↗
49
VERIDIAN CAPITAL PARTNERS — notice-filed in NH, NY, TN. IAPD ↗
49
PROSPERITAS FINANCIAL, LLC — notice-filed in NC, OK, VA. IAPD ↗
49
CERCANO MANAGEMENT LLC — notice-filed in CA, TX. IAPD ↗
49
VALIDUS CAPITAL LLC — notice-filed in CO, FL. IAPD ↗
49
RIALTO WEALTH MANAGEMENT — notice-filed in FL, NH, TX. IAPD ↗
49
CRUSONIA WEALTH ADVISORS LLC — notice-filed in NJ, WA. IAPD ↗
49
FISHER\SMB — notice-filed in DE, VT. IAPD ↗
49
QTR FAMILY WEALTH, LLC — notice-filed in NE, NY, TX. IAPD ↗
49
SPARTAN WEALTH MANAGEMENT — notice-filed in IN, VA. IAPD ↗
49
EVOLVE PRIVATE WEALTH, LLC — notice-filed in NJ, PA. IAPD ↗
49
RBS WEALTH MANAGEMENT — notice-filed in CA, FL, IN. IAPD ↗
49
ODYSSEY GROUP WEALTH ADVISORS — notice-filed in MD, NY, TX. IAPD ↗
49
KTF INVESTMENTS, LLC — notice-filed in NV, PA, TX. IAPD ↗
49
ALESCO ADVISORS, LLC, AN ESL COMPANY — notice-filed in IL, MD. IAPD ↗
49
VERTRIX WEALTH MANAGEMENT, LLC — notice-filed in CA, FL, OH. IAPD ↗
48
ATCAP PARTNERS, LLC — notice-filed in CA, DC, IN, WI. IAPD ↗
48
BRIGHTPLAN LLC — notice-filed in AK, PR, SD, WY. IAPD ↗
48
MAINSTREAM CAPITAL MANAGEMENT — notice-filed in MD, ME, NV, VT. IAPD ↗
48
MAUNEY-PITT FINANCIAL MANAGEMENT, INC. — notice-filed in FL, OK, SC, TN. IAPD ↗
47
ASSOCIATED INVESTMENT SERVICES, INC. — notice-filed in NC. IAPD ↗
47
MARQUETTE ASSOCIATES, INC. — notice-filed in CA. IAPD ↗
47
GOELZER INVESTMENT MANAGEMENT — notice-filed in NH. IAPD ↗
47
HOLLENCREST CAPITAL MANAGEMENT — notice-filed in TN. IAPD ↗
47
HENSSLER FINANCIAL — notice-filed in OR. IAPD ↗
47
NPF INVESTMENT ADVISORS — notice-filed in UT. IAPD ↗
47
SAFFORD NICHOLAS H & CO INC — notice-filed in IL. IAPD ↗
47
CONDOR CAPITAL WEALTH MANAGEMENT — notice-filed in WA. IAPD ↗
47
TFC FINANCIAL MANAGEMENT INC — notice-filed in CO. IAPD ↗
47
D.F. DENT AND COMPANY, INC. — notice-filed in DE. IAPD ↗
47
PROFFITT & GOODSON INC. — notice-filed in NC, VA. IAPD ↗
47
JENSEN INVESTMENT MANAGEMENT INC. — notice-filed in FL. IAPD ↗
47
BALDWIN WEALTH PARTNERS, LLC — notice-filed in OH. IAPD ↗
47
JOHN G. ULLMAN & ASSOCIATES, INC — notice-filed in IN. IAPD ↗
47
PROVISE MANAGEMENT GROUP, LLC — notice-filed in TN. IAPD ↗
47
SCHARF INVESTMENTS, LLC — notice-filed in DC. IAPD ↗
47
HENRY H. ARMSTRONG ASSOCIATES, INC. — notice-filed in MA. IAPD ↗
47
HALBERT HARGROVE — notice-filed in IN. IAPD ↗
47
TRUEPOINT, INC. — notice-filed in MN. IAPD ↗
47
CLEARSTEAD; CLEARSTEAD ADVISORY SOLUTIONS — notice-filed in WY. IAPD ↗
47
WELLINGTON CONSULTING SERVICES INC — notice-filed in MS. IAPD ↗
47
GARDNER RUSSO & QUINN LLC — notice-filed in CO. IAPD ↗
47
CAMPBELL CAPITAL MANAGEMENT INC — notice-filed in AZ, IL. IAPD ↗
47
AVANTAX PLANNING PARTNERS, INC. — notice-filed in VI. IAPD ↗
47
PARSONS CAPITAL MANAGEMENT INC — notice-filed in GA. IAPD ↗
47
INGHAM RETIREMENT GROUP — notice-filed in SC. IAPD ↗
47
PLANCORP, LLC — notice-filed in NV. IAPD ↗
47
PINNACLE ADVISORS — notice-filed in KS. IAPD ↗
47
STERLING CAPITAL MANAGEMENT INC — notice-filed in CA, NH. IAPD ↗
47
EVERETT HARRIS & CO — notice-filed in SC. IAPD ↗
47
PEAK ASSET MANAGEMENT, LLC — notice-filed in OR. IAPD ↗
47
PROVIDENT INVESTMENT MANAGEMENT, INC. — notice-filed in AZ. IAPD ↗
47
CHECK CAPITAL MANAGEMENT INC — notice-filed in MD. IAPD ↗
47
FOSTER GROUP, INC. — notice-filed in NC. IAPD ↗
47
LORING, WOLCOTT & COOLIDGE FIDUCIARY ADVISORS, LLP — notice-filed in HI. IAPD ↗
47
MEYER HANDELMAN COMPANY LLC — notice-filed in NE. IAPD ↗
47
J.M. FORBES & CO. LLP — notice-filed in OR. IAPD ↗
47
STEGNER INVESTMENT ASSOCIATES INC — notice-filed in SC. IAPD ↗
47
ASSET CONSULTING GROUP, LLC — notice-filed in IL. IAPD ↗
47
SOUTHEAST ASSET ADVISORS, LLC — notice-filed in LA. IAPD ↗
47
BRANSON FOWLKES & CO INC — notice-filed in CO, FL. IAPD ↗
47
SMITH AFFILIATED CAPITAL CORP. — notice-filed in NH. IAPD ↗
47
KLCM ADVISORS, INC. — notice-filed in GA. IAPD ↗
47
LEAVELL INVESTMENT MANAGEMENT, INC. — notice-filed in CO. IAPD ↗
47
PARK PLACE CAPITAL CORPORATION — notice-filed in AR, OK. IAPD ↗
47
ABACUS PLANNING GROUP, INC. — notice-filed in NY. IAPD ↗
47
STEPP & ROTHWELL INC — notice-filed in MD. IAPD ↗
47
BOURGEON CAPITAL MANAGEMENT LLC — notice-filed in LA. IAPD ↗
47
J. L. BAINBRIDGE & CO., INC. — notice-filed in AL. IAPD ↗
47
FAIRVIEW CAPITAL — notice-filed in OR. IAPD ↗
47
AVISO WEALTH MANAGEMENT — notice-filed in CO, MT. IAPD ↗
47
DEARBORN PARTNERS L.L.C. — notice-filed in MA. IAPD ↗
47
WOODARD & CO ASSET MANAGEMENT GROUP INC — notice-filed in AK. IAPD ↗
47
MILLER INVESTMENT MANAGEMENT, LP — notice-filed in NV. IAPD ↗
47
GCM GROSVENOR L.P. — notice-filed in AL. IAPD ↗
47
DOUGLASS WINTHROP ADVISORS LLC — notice-filed in NM. IAPD ↗
47
SEABRIDGE INVESTMENT ADVISORS LLC — notice-filed in NC, NH. IAPD ↗
47
ASSEMBLY WEALTH — notice-filed in NE, NJ. IAPD ↗
47
PORTLAND GLOBAL ADVISORS LLC — notice-filed in IL. IAPD ↗
47
COMMUNITY CAPITAL MANAGEMENT, LLC — notice-filed in NC. IAPD ↗
47
OSTERWEIS CAPITAL MANAGEMENT — notice-filed in WA. IAPD ↗
47
KCM INVESTMENT ADVISORS — notice-filed in IL. IAPD ↗
47
ADVANCED CAPITAL GROUP — notice-filed in CO. IAPD ↗
47
BBR PARTNERS, LLC — notice-filed in MI. IAPD ↗
47
EVENSKY & KATZ/FOLDES WEALTH MANAGEMENT — notice-filed in NH. IAPD ↗
47
AZA CAPITAL MANAGEMENT — notice-filed in AZ, LA. IAPD ↗
47
BEAM WEALTH ADVISORS, INC. — notice-filed in MN. IAPD ↗
47
CAHILL FINANCIAL ADVISORS, INC. — notice-filed in NC. IAPD ↗
47
RETIREMENT INCOME SOLUTIONS, INC. — notice-filed in NH. IAPD ↗
47
FMP WEALTH ADVISERS — notice-filed in MS. IAPD ↗
47
ZWJ INVESTMENT COUNSEL INC — notice-filed in MN. IAPD ↗
47
PEAK FINANCIAL MANAGEMENT INC — notice-filed in CT, RI. IAPD ↗
47
BUCKHEAD CAPITAL MANAGEMENT, LLC — notice-filed in MN. IAPD ↗
47
ADVANCE CAPITAL MANAGEMENT INC — notice-filed in ID. IAPD ↗
47
PETERSEN HASTINGS WEALTH ADVISORS, INC. — notice-filed in CO. IAPD ↗
47
NTV ASSET MANAGEMENT, LLC — notice-filed in TX. IAPD ↗
47
ARBOR INVESTMENT ADVISORS — notice-filed in CO. IAPD ↗
47
IRON GATE GLOBAL ADVISORS — notice-filed in NE. IAPD ↗
47
STONEBRIDGE CAPITAL ADVISORS LLC — notice-filed in CT. IAPD ↗
47
LYNX INVESTMENT ADVISORY, LLC — notice-filed in MA. IAPD ↗
47
MORLING FINANCIAL ADVISORS, LLC — notice-filed in NY. IAPD ↗
47
ARGENT ADVISORS, INC. — notice-filed in NE. IAPD ↗
47
PLANTE MORAN FINANCIAL ADVISORS — notice-filed in UT. IAPD ↗
47
HERITAGE INVESTMENT GROUP, INC. — notice-filed in AZ. IAPD ↗
47
HUNTLEIGH ADVISORS, INC. — notice-filed in SD, UT. IAPD ↗
47
COOKE & BIELER, L.P. — notice-filed in OH. IAPD ↗
47
CALLAHAN ADVISORS, LLC — notice-filed in IL. IAPD ↗
47
ELEMENT WEALTH, LLC — notice-filed in GA, NJ. IAPD ↗
47
GREENWOOD CAPITAL ASSOCIATES, LLC — notice-filed in WA. IAPD ↗
47
HENDERSHOT INVESTMENTS, INC. — notice-filed in OR. IAPD ↗
47
CLARITY ASSET MANAGEMENT, INC. — notice-filed in AZ, MN. IAPD ↗
47
ROCKBRIDGE INVESTMENT MANAGEMENT, LLC — notice-filed in CO. IAPD ↗
47
KEY FINANCIAL, INC. — notice-filed in AZ. IAPD ↗
47
FOUNDATION RESOURCE MANAGEMENT, INC. — notice-filed in CO. IAPD ↗
47
FINANCIAL SECURITY MANAGEMENT, INC — notice-filed in MA, MN. IAPD ↗
47
SYNERGY ASSET MANAGEMENT, LLC — notice-filed in AL. IAPD ↗
47
OVERBROOK MANAGEMENT CORPORATION — notice-filed in DC. IAPD ↗
47
DETALUS ADVISORS, LLC — notice-filed in MI. IAPD ↗
47
PUNCH & ASSOCIATES INVESTMENT MANAGEMENT, INC. — notice-filed in IA. IAPD ↗
47
WATERFORD ADVISORS, LLC — notice-filed in CA, MD. IAPD ↗
47
CHARTER OAK CAPITAL MANAGEMENT — notice-filed in VT. IAPD ↗
47
ACROPOLIS INVESTMENT MANAGEMENT — notice-filed in MI. IAPD ↗
47
LIGHTHOUSE FINANCIAL ADVISORS, INC. — notice-filed in NC. IAPD ↗
47
JOURNEY FINANCIAL GROUP, INC. — notice-filed in NC, TN. IAPD ↗
47
ALLEN INVESTMENT MANAGEMENT, LLC — notice-filed in TX. IAPD ↗
47
IRA GROUP, INC. — notice-filed in OH. IAPD ↗
47
AVIDIAN WEALTH SOLUTIONS — notice-filed in CT. IAPD ↗
47
SCHNEIDER DOWNS WEALTH MANAGEMENT ADVISORS, LP — notice-filed in CO. IAPD ↗
47
DEAN FINANCIAL SERVICES — notice-filed in MI, TX. IAPD ↗
47
SANDHILL INVESTMENT MANAGEMENT — notice-filed in MS. IAPD ↗
47
GOODWIN INVESTMENT ADVISORY — notice-filed in AL, TN. IAPD ↗
47
J. SAFRA ASSET MANAGEMENT CORPORATION — notice-filed in CO. IAPD ↗
47
PHILLIPS FINANCIAL — notice-filed in MA. IAPD ↗
47
SALEM PARTNERS WEALTH MANAGEMENT, LLC — notice-filed in MA. IAPD ↗
47
ELITE WEALTH MANAGEMENT, INC. — notice-filed in FL, NE. IAPD ↗
47
BASSO CAPITAL MANAGEMENT, L.P. — notice-filed in FL. IAPD ↗
47
1919 INVESTMENT COUNSEL, LLC — notice-filed in PR. IAPD ↗
47
PRIVATE WEALTH PARTNERS, LLC — notice-filed in OR. IAPD ↗
47
RIVER ROAD ASSET MANAGEMENT, LLC — notice-filed in NH. IAPD ↗
47
STRATHMORE CAPITAL ADVISORS — notice-filed in CA, FL. IAPD ↗
47
GENERATIONAL WEALTH ADVISORS — notice-filed in AZ, NE. IAPD ↗
47
MCKINLEY CARTER WEALTH SERVICES, INC. — notice-filed in CO. IAPD ↗
47
PALISADE ASSET MANAGEMENT, LLC — notice-filed in VA. IAPD ↗
47
ZUCKERMAN INVESTMENT GROUP — notice-filed in NJ. IAPD ↗
47
MV CAPITAL MANAGEMENT, INC. — notice-filed in SC. IAPD ↗
47
TURTLE CREEK TRUST — notice-filed in NY. IAPD ↗
47
MORTON WEALTH — notice-filed in VA. IAPD ↗
47
WEALTHQUEST CORPORATION — notice-filed in WA. IAPD ↗
47
ARISTA WEALTH MANAGEMENT, LLC — notice-filed in NH. IAPD ↗
47
KEATING FINANCIAL ADVISORY SERVICES — notice-filed in NJ. IAPD ↗
47
GUARDIAN WEALTH ADVISORS, LLC — notice-filed in FL, IL. IAPD ↗
47
COMPOSITION WEALTH, LLC — notice-filed in TN. IAPD ↗
47
CLINTON INVESTMENT MANAGEMENT, LLC — notice-filed in DC. IAPD ↗
47
ARGOS WEALTH ADVISORS LLC — notice-filed in NV. IAPD ↗
47
KEY GROUP MANAGEMENT, INC. — notice-filed in DE, PA. IAPD ↗
47
FORESIGHT CAPITAL MANAGEMENT ADVISORS, INC. — notice-filed in IN, PA. IAPD ↗
47
NEW FRONTIER ADVISORS, LLC — notice-filed in NY. IAPD ↗
47
GAME PLAN FINANCIAL ADVISORS, LLC — notice-filed in AZ, TN. IAPD ↗
47
NIXON CAPITAL LLC — notice-filed in CO, NV. IAPD ↗
47
ROSEMAN WAGNER WEALTH MANAGEMENT — notice-filed in CO. IAPD ↗
47
EVERCORE WEALTH MANAGEMENT, LLC — notice-filed in UT. IAPD ↗
47
BIENVILLE CAPITAL MANAGEMENT, LLC — notice-filed in CA. IAPD ↗
47
CARNEGIE INVESTMENT COUNSEL — notice-filed in UT. IAPD ↗
47
RIA ADVISORS — notice-filed in NH. IAPD ↗
47
ARTEMIS WEALTH ADVISORS, LLC — notice-filed in FL. IAPD ↗
47
QUADCAP WEALTH MANAGEMENT, LLC — notice-filed in MA. IAPD ↗
47
ARMBRUSTER CAPITAL MANAGEMENT, INC. — notice-filed in MA. IAPD ↗
47
FINANCIAL ADVISORS NETWORK, INC. — notice-filed in UT. IAPD ↗
47
NORTHWEST WEALTH MANAGEMENT, LLC — notice-filed in VA. IAPD ↗
47
MOSS, LUSE & WOMBLE, LLC — notice-filed in VA, WA. IAPD ↗
47
INDEPENDENCE ASSET ADVISORS, LLC — notice-filed in FL. IAPD ↗
47
ELWOOD & GOETZ — notice-filed in KS. IAPD ↗
47
AP WEALTH MANAGEMENT — notice-filed in FL, NH. IAPD ↗
47
COPPELL ADVISORY SOLUTIONS LLC — notice-filed in AK. IAPD ↗
47
PERMCAP INVESTMENT OFFICE — notice-filed in CA. IAPD ↗
47
ADVISORY ALPHA, LLC — notice-filed in HI. IAPD ↗
47
WITHUM WEALTH MANAGEMENT — notice-filed in AZ. IAPD ↗
47
WESTMOUNT PARTNERS, LLC — notice-filed in NC. IAPD ↗
47
EFG PRIVATE WEALTH MANAGEMENT (AMERICAS) CORP. — notice-filed in TX. IAPD ↗
47
MICHAUD CAPITAL MANAGEMENT LLC — notice-filed in MA. IAPD ↗
47
VIVALDI CAPITAL MANAGEMENT LP — notice-filed in AR. IAPD ↗
47
ADVISOR RESOURCE COUNCIL — notice-filed in DE. IAPD ↗
47
ARCHFORD CAPITAL STRATEGIES, LLC — notice-filed in NY. IAPD ↗
47
MURPHY & SYLVEST — notice-filed in CA, OR. IAPD ↗
47
INSPIRION WEALTH ADVISORS, LLC — notice-filed in WA. IAPD ↗
47
THE PORTFOLIO STRATEGY GROUP, LLC — notice-filed in DC. IAPD ↗
47
CEDAR WEALTH MANAGEMENT — notice-filed in KY, SC. IAPD ↗
47
FI3 FINANCIAL ADVISORS, LLC — notice-filed in NV. IAPD ↗
47
ORGEL WEALTH MANAGEMENT, LLC — notice-filed in WV. IAPD ↗
47
STERLING RETIREMENT GROUP OF SACRAMENTO — notice-filed in NV, OR. IAPD ↗
47
THRIVE WEALTH MANAGEMENT, LLC — notice-filed in DC. IAPD ↗
47
LAFLEUR & GODFREY PRIVATE WEALTH MANAGEMENT — notice-filed in NC. IAPD ↗
47
IRONVINE CAPITAL PARTNERS, LLC — notice-filed in FL. IAPD ↗
47
VIRTUS ADVISERS, LLC — notice-filed in SD. IAPD ↗
47
SHEPHERD FINANCIAL PARTNERS, LLC — notice-filed in CT. IAPD ↗
47
VENTURI PRIVATE WEALTH — notice-filed in NY. IAPD ↗
47
ENHANCED CAPITAL PARTNERS, LLC — notice-filed in CO, OH. IAPD ↗
47
RICE FINANCIAL CONSULTING, INC. — notice-filed in AZ, NV. IAPD ↗
47
CLEAR CREEK FINANCIAL MANAGEMENT, LLC — notice-filed in SC. IAPD ↗
47
ONE WEALTH ADVISORS, LLC — notice-filed in WI. IAPD ↗
47
TWELVE POINTS WEALTH MANAGEMENT — notice-filed in NC. IAPD ↗
47
DESTINY WEALTH PARTNERS, LLC — notice-filed in KY. IAPD ↗
47
SPIDERROCK ADVISORS, LLC — notice-filed in ND. IAPD ↗
47
OAK HARVEST INVESTMENT SERVICES — notice-filed in AL. IAPD ↗
47
REEDMARK ADVISORS, LLC — notice-filed in OH, TX. IAPD ↗
47
MONOGRAPH WEALTH ADVISORS, LLC — notice-filed in AZ. IAPD ↗
47
PINE VALLEY INVESTMENTS — notice-filed in DC. IAPD ↗
47
PROFICIO CAPITAL PARTNERS LLC — notice-filed in WA. IAPD ↗
47
GIBBS WEALTH MANAGEMENT, LLC — notice-filed in OR. IAPD ↗
47
GUERRA WEALTH ADVISORS — notice-filed in CO, TN. IAPD ↗
47
COURIER CAPITAL, LLC — notice-filed in VA. IAPD ↗
47
PENNINGTON PARTNERS & CO., LLC — notice-filed in FL. IAPD ↗
47
RW INVESTMENT MANAGEMENT LLC — notice-filed in AK. IAPD ↗
47
TRIUMPH CAPITAL MANAGEMENT — notice-filed in IA, SC. IAPD ↗
47
GILBERT & COOK, INC. — notice-filed in NV. IAPD ↗
47
ROOSEVELT CAPITAL MANAGEMENT LLC — notice-filed in CA. IAPD ↗
47
LYELL WEALTH MANAGEMENT LP — notice-filed in NJ. IAPD ↗
47
MANHATTAN WEST ASSET MANAGEMENT, LLC — notice-filed in TX. IAPD ↗
47
LEXAURUM ADVISORS — notice-filed in NM. IAPD ↗
47
WADDELL & ASSOCIATES, LLC — notice-filed in MT. IAPD ↗
47
OREI ADVISORS LP — notice-filed in NY. IAPD ↗
47
INTEGRATED WEALTH CONCEPTS LLC — notice-filed in VI. IAPD ↗
47
ABOUND WEALTH MANAGEMENT, LLC — notice-filed in NV. IAPD ↗
47
BALLAST ADVISORS, LLC — notice-filed in CO, OR. IAPD ↗
47
ALPINE PRIVATE WEALTH — notice-filed in NE. IAPD ↗
47
PARKSIDE INVESTMENTS, LLC — notice-filed in NY. IAPD ↗
47
VIDENT ASSET MANAGEMENT — notice-filed in WI. IAPD ↗
47
OPEROSE ADVISORS LLC — notice-filed in MN. IAPD ↗
47
AVESTAR CAPITAL, LLC — notice-filed in IL. IAPD ↗
47
JORDAN PARK GROUP LLC — notice-filed in VT. IAPD ↗
47
INVICTA FINANCIAL GROUP — notice-filed in AL, GA. IAPD ↗
47
MOMENTOUS WEALTH MANAGEMENT, INC. — notice-filed in ID, TX. IAPD ↗
47
ROSSMORE PRIVATE CAPITAL, LLC — notice-filed in NJ. IAPD ↗
47
FINANCIAL PARTNERS GROUP, INC. — notice-filed in OH. IAPD ↗
47
WIDMANN FINANCIAL SERVICES — notice-filed in NH, NY. IAPD ↗
47
HENDRICKS WEALTH AND ESTATE MANAGEMENT — notice-filed in AL, PA. IAPD ↗
47
CORNERSTONE WEALTH — notice-filed in NV. IAPD ↗
47
LIVELIFE CAPITAL PARTNERS LLC — notice-filed in NJ, TX. IAPD ↗
47
SAGE RHINO CAPITAL LLC — notice-filed in CO, TX. IAPD ↗
47
CHICORY WEALTH — notice-filed in DC, NH. IAPD ↗
47
OUTLOOK WEALTH ADVISORS, LLC — notice-filed in CA, TN. IAPD ↗
47
CARSON GROUP INVESTING — notice-filed in OH. IAPD ↗
47
GO INVEST LLC — notice-filed in MS, VT. IAPD ↗
47
ASSET ADVISORS — notice-filed in VA. IAPD ↗
47
SCISSORTAIL WEALTH MANAGEMENT, LLC — notice-filed in AZ, NC. IAPD ↗
47
WICK CAPITAL PARTNERS, LLC — notice-filed in CA, DE. IAPD ↗
47
KINTRA WEALTH, LLC — notice-filed in RI. IAPD ↗
47
BISON WEALTH, LLC — notice-filed in RI. IAPD ↗
47
BELLWETHER WEALTH — notice-filed in AL, MA. IAPD ↗
47
SEAVIEW INVESTMENT MANAGERS LLC — notice-filed in TX. IAPD ↗
47
SOUND VIEW WEALTH ADVISORS GROUP, LLC — notice-filed in CT. IAPD ↗
47
DAHRING | CUSMANO AND ASSOCIATES — notice-filed in IN, KY. IAPD ↗
47
PTMA INVESTMENT ADVISORS — notice-filed in NH. IAPD ↗
47
POINT OLEMA CAPITAL PARTNERS, L.P. — notice-filed in NH. IAPD ↗
47
STRONGBOX WEALTH, LLC — notice-filed in AR, SC. IAPD ↗
47
ADVISORSTRUST PARTNERS LLC — notice-filed in SC, VA. IAPD ↗
47
MADISON PARTNERS — notice-filed in NJ. IAPD ↗
47
CREEKMUR ASSET MANAGEMENT, LLC — notice-filed in MD, NH. IAPD ↗
47
CARRICK LANE LLC — notice-filed in VI. IAPD ↗
47
SAN LUIS WEALTH ADVISORS — notice-filed in CO, MA. IAPD ↗
47
DOCEO WEALTH, LLC — notice-filed in FL, VA. IAPD ↗
47
OAK HARBOR WEALTH PARTNERS, LLC — notice-filed in IL, NY. IAPD ↗
47
ADVUS FINANCIAL PARTNERS, LLC — notice-filed in CA. IAPD ↗
47
LEEWARD INVESTMENTS — notice-filed in IL. IAPD ↗
47
ENDEAVOR PRIVATE WEALTH, INC. — notice-filed in IL, NM. IAPD ↗
47
INNOVATIVE WEALTH BUILDING LLC — notice-filed in KY, LA. IAPD ↗
47
PACIFIC SAGE PARTNERS, LLC — notice-filed in ID, LA. IAPD ↗
47
NILSINE PARTNERS, LLC — notice-filed in MO. IAPD ↗
47
MARION WEALTH MANAGEMENT — notice-filed in AZ, CO. IAPD ↗
47
CALLAN FAMILY OFFICE, LLC — notice-filed in MI. IAPD ↗
47
ENTREWEALTH — notice-filed in KS, VA. IAPD ↗
47
INVICTUS PRIVATE WEALTH, LLC — notice-filed in NH. IAPD ↗
47
FIORI FINANCIAL GROUP — notice-filed in CA, NE. IAPD ↗
47
3CHOPT INVESTMENT PARTNERS LLC — notice-filed in FL, TX. IAPD ↗
47
MAREN CAPITAL — notice-filed in LA. IAPD ↗
47
SOLLINDA CAPITAL MANAGEMENT LLC — notice-filed in PA. IAPD ↗
47
ETHOS FINANCIAL GROUP, LLC — notice-filed in WA. IAPD ↗
47
ENVISION FINANCIAL PLANNING, LLC — notice-filed in LA, MO. IAPD ↗
47
NORDWAND ADVISORS — notice-filed in CT. IAPD ↗
47
FOURTHOUGHT FINANCIAL PARTNERS, LLC. — notice-filed in OR. IAPD ↗
47
CONCURRENT INVESTMENT ADVISORS, LLC — notice-filed in ND. IAPD ↗
47
SYNTEGRA PRIVATE WEALTH GROUP LLC — notice-filed in KY. IAPD ↗
47
TWIN PEAKS WEALTH ADVISORS — notice-filed in AZ, LA. IAPD ↗
47
JOCELYN INVESTMENT MANAGEMENT, LLC — notice-filed in AZ. IAPD ↗
47
UPTICK PARTNERS, LLC — notice-filed in SC. IAPD ↗
47
A16Z PERENNIAL MANAGEMENT, L.P. — notice-filed in TX. IAPD ↗
47
COREVISION FINANCIAL GROUP — notice-filed in CA. IAPD ↗
47
CARNEGIE LAKE ADVISORS LLC — notice-filed in CA, WA. IAPD ↗
47
WELLTH ADVISORY SERVICES, LLC — notice-filed in WY. IAPD ↗
47
TOPSAIL WEALTH MANAGEMENT LLC — notice-filed in MO. IAPD ↗
47
A&M PRIVATE WEALTH PARTNERS, LLC — notice-filed in MT. IAPD ↗
47
BRIDGE GENERATIONS WEALTH MANAGEMENT — notice-filed in CA, CO. IAPD ↗
47
BURLING WEALTH PARTNERS — notice-filed in OH. IAPD ↗
47
CHURCHILL FINANCIAL ADVISORS, LLC — notice-filed in CA, ME. IAPD ↗
47
PCM ENCORE, LLC — notice-filed in NH. IAPD ↗
47
VERITA STRATEGIC WEALTH PARTNERS, LLC — notice-filed in TX. IAPD ↗
47
BERNICKE WEALTH MANAGEMENT — notice-filed in NE, NH. IAPD ↗
47
SANCHEZ GAUNT CAPITAL MANAGEMENT, LLC — notice-filed in ID, TN. IAPD ↗
47
INNOVATIVE ASSET ADVISORS GROUP — notice-filed in CA, NY. IAPD ↗
47
ACTIV8 FAMILY OFFICE LLC — notice-filed in NH. IAPD ↗
47
AHAKISTA CAPITAL LLC — notice-filed in AZ, NC. IAPD ↗
47
FS DIGITAL INFRASTRUCTURE ADVISOR, LLC — notice-filed in CT. IAPD ↗
46
TRIBECA FINANCIAL, LLC — notice-filed in AK, MO, NM. IAPD ↗
46
GENTER ADVISORS LLC — notice-filed in AZ, FL, TX. IAPD ↗
46
CARLSBAD WEALTH ADVISORY GROUP, INC. — notice-filed in AR, CO, TX. IAPD ↗
46
KORVING & COMPANY LLC — notice-filed in CA, FL, TN. IAPD ↗
46
IQVESTMENT, LLC — notice-filed in LA, NE, NH. IAPD ↗
46
CHRISTIAN FINANCIAL ADVISORS — notice-filed in KS, MO, OH. IAPD ↗
46
THE LIFE GROUP FINANCIAL SERVICES — notice-filed in LA, NE, TX. IAPD ↗
46
CENTRAL WEALTH MANAGEMENT LLC — notice-filed in FL, MN, TX. IAPD ↗
46
PROXY WEALTH ADVISORS LLC — notice-filed in MA, NV, SC. IAPD ↗
46
FOUNDRY FINANCIAL LLC — notice-filed in HI, MD, OH. IAPD ↗
46
RIGHTWEALTH ADVISORS, LLC — notice-filed in LA, NH, PA. IAPD ↗
46
KLINGENSTEIN FIELDS ADVISORS — notice-filed in CT, NJ, PA. IAPD ↗
46
QUINCY WELLS ADVISORS, LLC — notice-filed in SC, TN, VA. IAPD ↗
46
WHITWELL ADVISORS — notice-filed in NY, VA, WA. IAPD ↗
46
EXIT WEALTH ADVISORS — notice-filed in CA, FL, TX. IAPD ↗
46
AGILIS INVESTMENT MANAGEMENT LLC — notice-filed in FL, IL, VT. IAPD ↗
46
HERITAGE GROVE WEALTH MANAGEMENT, LLC — notice-filed in HI, NV, NY. IAPD ↗
46
GEVERS WEALTH MANAGEMENT — notice-filed in AZ, CA, LA. IAPD ↗
45
45
MARTIN NELSON & CO., INC. — notice-filed in AK. IAPD ↗
45
FSB PREMIER WEALTH MANAGEMENT, INC. — notice-filed in MO. IAPD ↗
45
WEDGEWOOD PARTNERS, INC. — notice-filed in OK. IAPD ↗
45
DALE K. EHRHART, INC. — notice-filed in DE. IAPD ↗
45
WESTBOURNE INVESTMENTS, INC. — notice-filed in NJ. IAPD ↗
45
NORTHLAND ASSET MANAGEMENT — notice-filed in VA. IAPD ↗
45
ROGAN & ASSOCIATES — notice-filed in PA. IAPD ↗
45
BERNZOTT CAPITAL ADVISORS — notice-filed in FL. IAPD ↗
45
PJS INVESTMENT MANAGEMENT — notice-filed in CO. IAPD ↗
45
BARD ASSOCIATES INC — notice-filed in NC. IAPD ↗
45
FIRST FINANCIAL ADVISORY SERVICES INC — notice-filed in LA. IAPD ↗
45
HEROLD ADVISORS, INC. — notice-filed in TX. IAPD ↗
45
KENNEY INVESTMENTS INC — notice-filed in AZ. IAPD ↗
45
HARVEY CAPITAL MANAGEMENT INC — notice-filed in CA. IAPD ↗
45
MORGAN DEMPSEY CAPITAL MANAGEMENT LLC — notice-filed in VI. IAPD ↗
45
MITCHELL CAPITAL MANAGEMENT CO — notice-filed in LA. IAPD ↗
45
FAIRFIELD FINANCIAL ADVISORS — notice-filed in PA. IAPD ↗
45
SIERRA INVESTMENT MANAGEMENT, LLC — notice-filed in LA. IAPD ↗
45
NEWMAN DIGNAN & SHEERAR, INC — notice-filed in CA. IAPD ↗
45
GPM GROWTH INVESTORS, INC. — notice-filed in NC. IAPD ↗
45
AUXIER ASSET MANAGEMENT — notice-filed in CO. IAPD ↗
45
WHITE LIGHTHOUSE INVESTMENT MANAGEMENT, INC. — notice-filed in CO. IAPD ↗
45
LAFFER TENGLER INVESTMENTS, INC. — notice-filed in WA. IAPD ↗
45
SEMPER AUGUSTUS INVESTMENTS GROUP LLC — notice-filed in NV. IAPD ↗
45
FINANCIAL DIRECTIONS LLC — notice-filed in NC. IAPD ↗
45
COVENANT ASSET MANAGEMENT, LLC — notice-filed in MD. IAPD ↗
45
STERLING FINANCIAL PLANNING INC — notice-filed in VT. IAPD ↗
45
ROEHL & YI INVESTMENT ADVISORS, LLC — notice-filed in MO. IAPD ↗
45
KEELER THOMAS MANAGEMENT LLC — notice-filed in TX. IAPD ↗
45
HALTER FERGUSON FINANCIAL INC — notice-filed in OH. IAPD ↗
45
MILLER VALUE PARTNERS, LLC — notice-filed in NE. IAPD ↗
45
VALICENTI ADVISORY SERVICES INC — notice-filed in NJ. IAPD ↗
45
EVANS CAPITAL MANAGEMENT ASSOCIATES — notice-filed in MN. IAPD ↗
45
NOESIS CAPITAL MANAGEMENT CORP — notice-filed in MO. IAPD ↗
45
EXCALIBUR MANAGEMENT CORP — notice-filed in WA. IAPD ↗
45
ENRICH FINANCIAL PARTNERS LLC — notice-filed in FL. IAPD ↗
45
NEUMANN CAPITAL MANAGEMENT — notice-filed in OR. IAPD ↗
45
CAMBRIDGE FINANCIAL GROUP, INC. — notice-filed in MT. IAPD ↗
45
IAS WEALTH MANAGEMENT, INC. — notice-filed in NY. IAPD ↗
45
PATRICK M. SWEENEY & ASSOCIATES, INC — notice-filed in FL. IAPD ↗
45
COVINGTON & ASSOCIATES, INC. — notice-filed in FL. IAPD ↗
45
NEW PERSPECTIVES, INC. — notice-filed in CO. IAPD ↗
45
CAPITAL IDEAS — notice-filed in TN. IAPD ↗
45
LAUTERBACH FINANCIAL ADVISORS, LLC — notice-filed in NY. IAPD ↗
45
SOUNDVIEW ADVISORS — notice-filed in CA. IAPD ↗
45
AMERICAN TRUST INVESTMENT ADVISORS, LLC — notice-filed in NJ. IAPD ↗
45
WEALTH ADVISORS OF IOWA, LLC — notice-filed in KS. IAPD ↗
45
SHEARWATER CAPITAL — notice-filed in PA. IAPD ↗
45
VISTA INVESTMENT MANAGEMENT, LLC — notice-filed in TX. IAPD ↗
45
FORTITUDE ADVISORY GROUP L.L.C. — notice-filed in AZ. IAPD ↗
45
DEMARS FINANCIAL GROUP LLC — notice-filed in CA. IAPD ↗
45
HEFFERNAN ADVISORY, INC. — notice-filed in NH. IAPD ↗
45
HRC WEALTH MANAGEMENT, LLC — notice-filed in AZ. IAPD ↗
45
CARSON ADVISORY GROUP — notice-filed in CT. IAPD ↗
45
CLARIS ADVISORS, LLC — notice-filed in KS. IAPD ↗
45
SQUIRE WEALTH ADVISORS — notice-filed in NY. IAPD ↗
45
KACHKOVSKY & FISHER, INC. — notice-filed in FL. IAPD ↗
45
PROFESSIONAL FINANCIAL MANAGEMENT, INC. — notice-filed in WA. IAPD ↗
45
COLLEGIATE CAPITAL MANAGEMENT, INC. — notice-filed in FL. IAPD ↗
45
TRUENORTH WEALTH ADVISORS — notice-filed in OR. IAPD ↗
45
CASTLE WEALTH MANAGEMENT — notice-filed in VA. IAPD ↗
45
FINANCIAL FREEDOM — notice-filed in NY. IAPD ↗
45
ANDREWS ADVISORY ASSOCIATES, LLC — notice-filed in CA. IAPD ↗
45
ORION CAPITAL MANAGEMENT LLC — notice-filed in VA. IAPD ↗
45
ALTRIUS CAPITAL MANAGEMENT, INC. — notice-filed in NH. IAPD ↗
45
REIFY WEALTH ADVISORS, INC. — notice-filed in AZ. IAPD ↗
45
PROCTOR FINANCIAL — notice-filed in CA. IAPD ↗
45
LAUREL WEALTH PLANNING — notice-filed in TX. IAPD ↗
45
NBZ INVESTMENT ADVISORS, LLC — notice-filed in GA. IAPD ↗
45
CORNERSTONE WEALTH ADVISORS, INC. — notice-filed in VA. IAPD ↗
45
EXCHANGE PLACE ADVISORS, LLC — notice-filed in SC. IAPD ↗
45
WISER WEALTH MANAGEMENT, INC — notice-filed in VA. IAPD ↗
45
HIGHLAND FINANCIAL ADVISORS, LLC — notice-filed in NH. IAPD ↗
45
ADIRONDACK FINANCIAL SERVICES CORP — notice-filed in DC. IAPD ↗
45
HENNION & WALSH ASSET MANAGEMENT, INC. — notice-filed in AL. IAPD ↗
45
WEALTHEDGE INVESTMENT ADVISORS, LLC — notice-filed in TX. IAPD ↗
45
THE STRATEGIC FINANCIAL ALLIANCE — notice-filed in WY. IAPD ↗
45
NET WORTH ADVISORY GROUP, LLC — notice-filed in OR. IAPD ↗
45
TANGLEWOOD LEGACY ADVISORS, LLC — notice-filed in OH. IAPD ↗
45
AEQUITAS INVESTMENT ADVISORS, LLC — notice-filed in FL. IAPD ↗
45
GOEPPER BURKHARDT LLC — notice-filed in FL. IAPD ↗
45
TEMPLETON FINANCIAL SERVICES INC. — notice-filed in CO. IAPD ↗
45
PERSIUM ADVISORS, LLC — notice-filed in WA. IAPD ↗
45
GRAY PRIVATE WEALTH, LLC — notice-filed in NY. IAPD ↗
45
PRIVATE WEALTH GROUP, LLC — notice-filed in AZ. IAPD ↗
45
FINANCIAL FUTURES — notice-filed in PA. IAPD ↗
45
MEZZASALMA ADVISORS — notice-filed in LA. IAPD ↗
45
OAKBOURNE ADVISORS — notice-filed in TX. IAPD ↗
45
4WEALTH ADVISORS, INC. — notice-filed in CA. IAPD ↗
45
DIVIDEND ASSETS CAPITAL, LLC — notice-filed in AZ. IAPD ↗
45
EMERSON EQUITY LLC — notice-filed in MD. IAPD ↗
45
HURLEY CAPITAL, LLC — notice-filed in LA. IAPD ↗
45
FAMILY WEALTH ADVISORY GROUP, LLC — notice-filed in PA. IAPD ↗
45
GENEVA PARTNERS, LLC — notice-filed in MO. IAPD ↗
45
CAROLINA WEALTH MANAGEMENT, INC. — notice-filed in NY. IAPD ↗
45
MADISON ADVISORY SERVICES, INC. — notice-filed in NH. IAPD ↗
45
TEAM FINANCIAL STRATEGIES — notice-filed in OK. IAPD ↗
45
MONARCH WEALTH STRATEGIES — notice-filed in FL. IAPD ↗
45
INTEGRITY FINANCIAL CORPORATION — notice-filed in CT. IAPD ↗
45
CHARLESTON FINANCIAL ADVISORS, LLC — notice-filed in VA. IAPD ↗
45
PHYSICIAN FAMILY FINANCIAL ADVISORS INC — notice-filed in TN. IAPD ↗
45
FREEDOM DAY SOLUTIONS, LLC — notice-filed in GA. IAPD ↗
45
STONE HOUSE INVESTMENT MANAGEMENT, LLC — notice-filed in KY. IAPD ↗
45
KILNER CAPITAL ADVISORS, LLC — notice-filed in PA. IAPD ↗
45
KEYES, STANGE & WOOTEN WEALTH MANAGEMENT, LLC — notice-filed in PA. IAPD ↗
45
AMERICAN CAPITAL ADVISORY, LLC — notice-filed in NY. IAPD ↗
45
COLLABORATIVE WEALTH — notice-filed in AZ. IAPD ↗
45
BECKERMAN WEALTH — notice-filed in CA. IAPD ↗
45
FAMILY OFFICE RESEARCH, LLC — notice-filed in NC. IAPD ↗
45
PREISZ FINANCIAL — notice-filed in TX. IAPD ↗
45
CORNELL POCHILY INVESTMENT ADVISORS, INC. — notice-filed in NH. IAPD ↗
45
TRADEWINDS CAPITAL MANAGEMENT, LLC — notice-filed in MT. IAPD ↗
45
PORTFOLIO MEDICS, LLC — notice-filed in KS. IAPD ↗
45
BISHOP & COMPANY INVESTMENT MANAGEMENT, LLC — notice-filed in OH. IAPD ↗
45
VALIANT WEALTH, LLC — notice-filed in GA. IAPD ↗
45
SPRAKER WEST WEALTH MANAGEMENT, INC — notice-filed in NC. IAPD ↗
45
INSIGHT STRATEGIC WEALTH LLC — notice-filed in FL. IAPD ↗
45
RDA FINANCIAL NETWORK — notice-filed in ID. IAPD ↗
45
HT PARTNERS LLC — notice-filed in TN. IAPD ↗
45
TEEPLE SNYDER NEWSOME WEALTH & TAX MANAGEMENT — notice-filed in TN. IAPD ↗
45
HARLOW WEALTH MANAGEMENT, INC. — notice-filed in CO. IAPD ↗
45
CONVERGENCE INVESTMENT PARTNERS, LLC — notice-filed in NY. IAPD ↗
45
CHRISTY CAPITAL MANAGEMENT, INC. — notice-filed in KY. IAPD ↗
45
EVERGREEN ADVISORS, LLC — notice-filed in SC. IAPD ↗
45
DECKER WEALTH MANAGEMENT, LLC — notice-filed in AL. IAPD ↗
45
HOLLANDER ASSET MANAGEMENT LLC — notice-filed in MN. IAPD ↗
45
S.A. MASON, LLC — notice-filed in OK. IAPD ↗
45
MISSION CREEK CAPITAL PARTNERS, INC. — notice-filed in VA. IAPD ↗
45
RCM WEALTH ADVISORS — notice-filed in AR. IAPD ↗
45
ALTUS WEALTH MANAGEMENT, LLC — notice-filed in PA. IAPD ↗
45
APPOMATTOX ADVISORY, INC — notice-filed in FL. IAPD ↗
45
SOUTHLAND EQUITY PARTNERS, LLC. — notice-filed in TN. IAPD ↗
45
KAIZEN FINANCIAL ADVISORS, LLC — notice-filed in CA. IAPD ↗
45
BROWN FINANCIAL ADVISORY — notice-filed in SC. IAPD ↗
45
GOODHAVEN CAPITAL MANAGEMENT — notice-filed in NY. IAPD ↗
45
MEDALLION WEALTH ADVISORS, LLC — notice-filed in WA. IAPD ↗
45
WORTH ADVISORS — notice-filed in MS. IAPD ↗
45
CARSWELL INVESTMENTS, LLC — notice-filed in NC. IAPD ↗
45
TLWM FINANCIAL — notice-filed in AZ. IAPD ↗
45
PHAROS CAPITAL GROUP, LLC — notice-filed in CA. IAPD ↗
45
RADNOR CAPITAL MANAGEMENT, LLC — notice-filed in ME. IAPD ↗
45
"TATE ASSET MANAGEMENT" AND "DCO WEALTH MANAGEMENT" — notice-filed in NY. IAPD ↗
45
WILKINS MILLER WEALTH MANAGEMENT, LLC — notice-filed in LA. IAPD ↗
45
CORE WEALTH MANAGEMENT, INC. — notice-filed in TX. IAPD ↗
45
AMJ FINANCIAL WEALTH MANAGEMENT LLC — notice-filed in NY. IAPD ↗
45
MWM GROUP LLC — notice-filed in PA. IAPD ↗
45
BRIGHT ROAD WEALTH MANAGEMENT, LLC — notice-filed in NE. IAPD ↗
45
TIM LOONEY INVESTMENTS, LLC — notice-filed in TN. IAPD ↗
45
FORTIS ADVISORS, LLC — notice-filed in FL. IAPD ↗
45
OAK GROVE CAPITAL, LLC — notice-filed in AZ. IAPD ↗
45
STONEBRIDGE FINANCIAL GROUP — notice-filed in LA. IAPD ↗
45
UNIO CAPITAL LLC — notice-filed in MA. IAPD ↗
45
NOVI WEALTH PARTNERS — notice-filed in VA. IAPD ↗
45
FULLCIRCLE WEALTH LLC — notice-filed in NV. IAPD ↗
45
ALJIAN CAPITAL MANAGEMENT — notice-filed in TN. IAPD ↗
45
WEALTH PRESERVATION ADVISORS, LLC — notice-filed in CT. IAPD ↗
45
QBOX FIDUCIARY SOLUTIONS, LLC — notice-filed in FL. IAPD ↗
45
PRACTICECFO INVESTMENTS — notice-filed in NV. IAPD ↗
45
CLIENT 1ST ADVISORY GROUP — notice-filed in OH. IAPD ↗
45
MBR FINANCIAL — notice-filed in TN. IAPD ↗
45
RIVERPOINT WEALTH MANAGEMENT — notice-filed in CO. IAPD ↗
45
JIM SAULNIER & ASSOCIATES, LLC — notice-filed in MD. IAPD ↗
45
PETIX & BOTTE FINANCIAL — notice-filed in ID. IAPD ↗
45
CYPRESS CAPITAL, LLC — notice-filed in OR. IAPD ↗
45
COLUMBIA ADVISORY PARTNERS, LLC — notice-filed in NC. IAPD ↗
45
ONE WEALTH MAP, LLC — notice-filed in TX. IAPD ↗
45
KEELER & NADLER FAMILY WEALTH — notice-filed in MO. IAPD ↗
45
AUOUR INVESTMENTS LLC — notice-filed in MD. IAPD ↗
45
SAGE PRIVATE WEALTH GROUP, LLC — notice-filed in OH. IAPD ↗
45
GRANITE BAY WEALTH MANAGEMENT, LLC — notice-filed in SC. IAPD ↗
45
CASTLE ROCK WEALTH MANAGEMENT, LLC — notice-filed in NE. IAPD ↗
45
SENECA HOUSE ADVISORS — notice-filed in LA. IAPD ↗
45
EQUITA FINANCIAL NETWORK, INC. — notice-filed in IL. IAPD ↗
45
STEWARDSHIP ADVISORS, LLC — notice-filed in FL. IAPD ↗
45
REDWOOD WEALTH MANAGEMENT GROUP, LLC — notice-filed in DE. IAPD ↗
45
ALMANACK INVESTMENT PARTNERS — notice-filed in WA. IAPD ↗
45
BECK BODE LLC — notice-filed in VA. IAPD ↗
45
NICHOLAS WEALTH MANAGEMENT — notice-filed in NC. IAPD ↗
45
WHIPPLEWOOD ADVISORS, LLC — notice-filed in NM. IAPD ↗
45
SUMMIT WEALTH PARTNERS, LLC — notice-filed in MN. IAPD ↗
45
ATLATL ADVISERS — notice-filed in TX. IAPD ↗
45
5C CAPITAL MANAGEMENT, LLC — notice-filed in NH. IAPD ↗
45
TEMPUS WEALTH PLANNING, LLC — notice-filed in ID. IAPD ↗
45
TOPEL & DISTASI WEALTH MANAGEMENT, LLC — notice-filed in NM. IAPD ↗
45
WINDLE WEALTH — notice-filed in CO. IAPD ↗
45
TRUE FINANCIAL GROUP — notice-filed in CO. IAPD ↗
45
IAMS WEALTH MANAGEMENT, LLC — notice-filed in NV. IAPD ↗
45
ROBBINS FARLEY LLC — notice-filed in ME. IAPD ↗
45
ALL TERRAIN FINANCIAL ADVISORS — notice-filed in LA. IAPD ↗
45
PLAN A WEALTH, LLC — notice-filed in MO. IAPD ↗
45
LIFEWORKS ADVISORS, LLC — notice-filed in MD. IAPD ↗
45
EARLY MCCLINTIC & MCMILLAN, LLC — notice-filed in AL. IAPD ↗
45
GLOBAL FINANCIAL PRIVATE CLIENT — notice-filed in VA. IAPD ↗
45
BAY RIVERS GROUP WEALTH PARTNERS — notice-filed in CA. IAPD ↗
45
ANDERSON FINANCIAL STRATEGIES, LLC — notice-filed in TX. IAPD ↗
45
FORTIS GROUP ADVISORS LLC — notice-filed in AZ. IAPD ↗
45
FORTY NORTH WEALTH — notice-filed in MN. IAPD ↗
45
MA PRIVATE WEALTH, LLC — notice-filed in OR. IAPD ↗
45
FORTEM FINANCIAL GROUP, LLC — notice-filed in LA. IAPD ↗
45
BROOKLYN FI, LLC — notice-filed in LA. IAPD ↗
45
WITTLIN ADVISORY — notice-filed in MI. IAPD ↗
45
MASONRY CAPITAL MANAGEMENT, LLC — notice-filed in LA. IAPD ↗
45
ARKFELD WEALTH STRATEGIES, L.L.C. — notice-filed in FL. IAPD ↗
45
VAN CLEMENS WEALTH MANAGEMENT, LLC — notice-filed in LA. IAPD ↗
45
FIRETHORN WEALTH PARTNERS, LLC — notice-filed in NJ. IAPD ↗
45
KAIZEN FINANCIAL STRATEGIES, LLC — notice-filed in NY. IAPD ↗
45
SKYOAK WEALTH — notice-filed in VA. IAPD ↗
45
OPTIMUM QUANTVEST CORPORATION — notice-filed in CT. IAPD ↗
45
HUBBELL STRICKLAND WEALTH MANAGEMENT, LLC — notice-filed in CO. IAPD ↗
45
BLUEDOOR PRIVATE WEALTH, LLC — notice-filed in CT. IAPD ↗
45
MONTZ HARCUS WEALTH MANAGEMENT — notice-filed in AL. IAPD ↗
45
CONVERGENCE FINANCIAL — notice-filed in MD. IAPD ↗
45
EIGER WEALTH MANAGEMENT, LLC — notice-filed in UT. IAPD ↗
45
PAINTED PORCH ADVISORS LLC — notice-filed in DC. IAPD ↗
45
BALLAST FINANCIAL ADVISORS, LLC — notice-filed in NY. IAPD ↗
45
RESOLUTE CAPITAL, LLC — notice-filed in TX. IAPD ↗
45
VANTAGE POINT FINANCIAL, LLC — notice-filed in WI. IAPD ↗
45
BLACK KNIGHT WEALTH MANAGEMENT, LLC — notice-filed in TN. IAPD ↗
45
CORE ADVISORY GROUP — notice-filed in VA. IAPD ↗
45
NORTHSTAR ADVISORY GROUP, LLC — notice-filed in IL. IAPD ↗
45
BR WEALTH MANAGEMENT — notice-filed in MI. IAPD ↗
45
KREITLER FINANCIAL LLC — notice-filed in CO. IAPD ↗
45
RISE ADVISORS, LLC — notice-filed in VA. IAPD ↗
45
CARBON COLLECTIVE INVESTING, LLC — notice-filed in DE. IAPD ↗
45
KEYSTONE FINANCIAL SERVICES — notice-filed in CA. IAPD ↗
45
CONCORD ASSET MANAGEMENT, LLC — notice-filed in MD. IAPD ↗
45
KURE ADVISORY, LLC — notice-filed in WY. IAPD ↗
45
GREENUP STREET WEALTH MANAGEMENT LLC — notice-filed in NM. IAPD ↗
45
MISSION FINANCIAL GROUP, LLC — notice-filed in NH. IAPD ↗
45
VISTA FINANCE, LLC — notice-filed in TX. IAPD ↗
45
REGENCY CAPITAL MANAGEMENT INC. — notice-filed in LA. IAPD ↗
45
UNIQUE WEALTH, LLC — notice-filed in CO. IAPD ↗
45
JMAC ENTERPRISES LLC — notice-filed in LA. IAPD ↗
45
PARAGON PRIVATE WEALTH MANAGEMENT LLC — notice-filed in CA. IAPD ↗
45
EVERSTAR ASSET MANAGEMENT, LLC — notice-filed in GA. IAPD ↗
45
REFRAME WEALTH, LLC — notice-filed in NJ. IAPD ↗
45
CUSHING CAPITAL PARTNERS, LLC — notice-filed in CO. IAPD ↗
45
TFP MANAGEMENT, LLC — notice-filed in AZ. IAPD ↗
45
ROOTED WEALTH ADVISORS — notice-filed in MI. IAPD ↗
45
HAMILTON CAPITAL PARTNERS, LLC — notice-filed in CO. IAPD ↗
45
CONSILIO WEALTH ADVISORS, LLC — notice-filed in VA. IAPD ↗
45
ALPHA LEONIS PARTNERS, LLC — notice-filed in PA. IAPD ↗
45
THE PITTI GROUP WEALTH MANAGEMENT, LLC — notice-filed in SC. IAPD ↗
45
BISON CREEK WEALTH MANAGEMENT LLC — notice-filed in TX. IAPD ↗
45
FYRA CAPITAL MANAGEMENT — notice-filed in NC. IAPD ↗
45
SMART WEALTH, LLC — notice-filed in NC. IAPD ↗
45
THE LEWIS FINANCIAL GROUP — notice-filed in WV. IAPD ↗
45
SOLIDARITY WEALTH, LLC — notice-filed in ID. IAPD ↗
45
WATERSHED PRIVATE WEALTH — notice-filed in CA. IAPD ↗
45
HERITAGE WEALTH MANAGEMENT, INC. — notice-filed in NE. IAPD ↗
45
SK ADVISOR NETWORK, LLC — notice-filed in AZ. IAPD ↗
45
DOGWOOD WEALTH MANAGEMENT, LLC — notice-filed in AZ. IAPD ↗
45
PRESILIUM PRIVATE WEALTH, LLC — notice-filed in NH. IAPD ↗
45
ALPHA ZERO LLC — notice-filed in AZ. IAPD ↗
45
ACCENT CAPITAL MANAGEMENT, LLC — notice-filed in VA. IAPD ↗
45
TRUEBLOOD WEALTH MANAGEMENT, LLC — notice-filed in NH. IAPD ↗
45
RITTER DANIHER FINANCIAL ADVISORY LLC — notice-filed in GA. IAPD ↗
45
GEARHART & ASSOCIATES — notice-filed in VA. IAPD ↗
45
BASE WEALTH MANAGEMENT — notice-filed in CT. IAPD ↗
45
ENCOMPASS MORE ASSET MANAGEMENT LLC — notice-filed in NE. IAPD ↗
45
DODDS WEALTH, LLC — notice-filed in WA. IAPD ↗
45
EAGLE WEALTH STRATEGIES — notice-filed in NH. IAPD ↗
45
PRECEDENT WEALTH PARTNERS, LLC — notice-filed in FL. IAPD ↗
45
ABOUND FINANCIAL — notice-filed in LA. IAPD ↗
45
VISTA INVESTMENT PARTNERS — notice-filed in MN. IAPD ↗
45
BARE WEALTH ADVISORS — notice-filed in NY. IAPD ↗
45
DELARME WEALTH MANAGEMENT, INC. — notice-filed in AZ. IAPD ↗
45
JPL WEALTH MANAGEMENT, LLC — notice-filed in LA. IAPD ↗
45
GRATUS WEALTH ADVISORS LLC — notice-filed in SC. IAPD ↗
45
LYNK CAPITAL MANAGEMENT COMPANY, LLC — notice-filed in FL. IAPD ↗
45
BALANCE WEALTH — notice-filed in IN. IAPD ↗
45
ADVANTAGE WEALTH PARTNERS — notice-filed in DE. IAPD ↗
45
FAIRVOY PRIVATE WEALTH, LLC — notice-filed in CA. IAPD ↗
45
OSPREY PRIVATE WEALTH LLC — notice-filed in MA. IAPD ↗
45
PANORAMIC CAPITAL PARTNERS LLC — notice-filed in GA. IAPD ↗
45
LIFELONG WEALTH ADVISORS, INC. — notice-filed in CO. IAPD ↗
45
RAINIER FAMILY WEALTH, INC. — notice-filed in NE. IAPD ↗
45
ARGENTARII, LLC — notice-filed in CA. IAPD ↗
45
SYRIOS WEALTH MANAGEMENT GROUP — notice-filed in WA. IAPD ↗
45
LEGACY CAPITAL — notice-filed in LA. IAPD ↗
45
LINEPOINT PARTNERS & CO. — notice-filed in NV. IAPD ↗
45
1808 CAPITAL PARTNERS — notice-filed in GA. IAPD ↗
45
WILKERSON ADVISORY GROUP LLC — notice-filed in NE. IAPD ↗
45
WARNER WEALTH — notice-filed in VA. IAPD ↗
45
ANCHYRA PARTNERS LLC — notice-filed in TX. IAPD ↗
45
SANDS CAPITAL HORIZONS, LLC — notice-filed in DE. IAPD ↗
45
ASSET ONE WEALTH MANAGEMENT, LLC — notice-filed in PA. IAPD ↗
45
MAXQ ASSET MANAGEMENT LLC — notice-filed in CO. IAPD ↗
45
PEARL PLANNING — notice-filed in VA. IAPD ↗
45
BELLARS HARRIS WEALTH MANAGEMENT — notice-filed in SC. IAPD ↗
44
PERKINS CAPITAL MANAGEMENT INC — notice-filed in AZ, VT. IAPD ↗
44
INNOVEST PORTFOLIO SOLUTIONS LLC — notice-filed in IL, NE. IAPD ↗
44
GUILD INVESTMENT MANAGEMENT, INC. — notice-filed in AZ, WA. IAPD ↗
44
J.E. SIMMONS & CO., P.C. — notice-filed in MI, NC. IAPD ↗
44
WEALTH MANAGEMENT CORPORATION — notice-filed in NY, SC. IAPD ↗
44
ARLINGTON WEALTH MANAGEMENT — notice-filed in AZ, LA. IAPD ↗
44
D.H. HILL ADVISORS, INC. — notice-filed in ND, SD. IAPD ↗
44
VISION CAPITAL & MANAGEMENT — notice-filed in MN, NE. IAPD ↗
44
CAPITAL FINANCIAL, LLC — notice-filed in DC, VA. IAPD ↗
44
MENTOR CAPITAL MANAGEMENT INC. — notice-filed in IN, WI. IAPD ↗
44
ALESSANDRA CAPITAL MANAGEMENT, LLC — notice-filed in LA, NV. IAPD ↗
44
SANDERS & SCOTT, CHFC — notice-filed in NC, TN. IAPD ↗
44
ARRIVAL CAPITAL MANAGEMENT LLC — notice-filed in FL, NH. IAPD ↗
44
ADVANCED ADVISOR GROUP, LLC — notice-filed in SD, WI. IAPD ↗
44
NOVADIUS WEALTH MANAGEMENT — notice-filed in FL, IL. IAPD ↗
44
SKYOAK CAPITAL, INC. — notice-filed in NE, NH. IAPD ↗
44
SIMPLYRIA ADVISOR NETWORK — notice-filed in NY, WI. IAPD ↗
44
DAVINCI FINANCIAL DESIGNS — notice-filed in CO, NH. IAPD ↗
44
VALUE INVESTMENT PROFESSIONALS, LLC — notice-filed in FL, IL. IAPD ↗
44
FELTL ADVISORS — notice-filed in ME, OH. IAPD ↗
44
LAGUNA WEALTH ADVISORS, LLC — notice-filed in AZ, UT. IAPD ↗
44
ACCELERATED WEALTH ADVISORS LLC — notice-filed in MI, UT. IAPD ↗
44
RED REEF ADVISORS LLC — notice-filed in NY, PA. IAPD ↗
44
KUHN CAPITAL PARTNERS — notice-filed in CA, FL. IAPD ↗
44
GREAT PATH PLANNING — notice-filed in GA, NJ. IAPD ↗
44
DAVIMAN FINANCIAL, LLC — notice-filed in CA, PA. IAPD ↗
44
FORTITUDE PRIVATE WEALTH — notice-filed in IL, OH. IAPD ↗
44
EXPAND FINANCIAL GROUP, LLC — notice-filed in ID, NY. IAPD ↗
44
LONE PEAK ADVISERS — notice-filed in CA, NV. IAPD ↗
44
EMCEE INVEST — notice-filed in OH, TX. IAPD ↗
44
EMISSARY WEALTH — notice-filed in FL, NC. IAPD ↗
44
WMK INVESTMENT PARTNERS — notice-filed in NE, TX. IAPD ↗
44
CSP FINANCIAL GROUP LLC — notice-filed in DE, MN. IAPD ↗
44
VERICREST PRIVATE WEALTH, LLC — notice-filed in FL, TX. IAPD ↗
44
SKYBOUND WEALTH USA — notice-filed in CO, MI. IAPD ↗
44
STRATEGIC ADVISORY PARTNERS — notice-filed in LA, SC. IAPD ↗
44
REICON WEALTH ADVISORS, LLC — notice-filed in NH, TX. IAPD ↗
44
WINCAP FINANCIAL LLC — notice-filed in ME, PA. IAPD ↗
44
WILKINSON WEALTH MANAGEMENT, LLC — notice-filed in CA, FL. IAPD ↗
44
IMPRINT WEALTH LLC — notice-filed in ND, UT. IAPD ↗
44
10ELMS LLP — notice-filed in KS, MI. IAPD ↗
44
RSG INVESTMENTS LLC — notice-filed in FL, TX. IAPD ↗
44
PETERSON ROGERS PRIVATE WEALTH, LLC — notice-filed in CA, WY. IAPD ↗
44
BACKBONE PLANNING PARTNERS LLC — notice-filed in LA, TX. IAPD ↗
44
RIGDEN CAPITAL STRATEGIES — notice-filed in NH, NY. IAPD ↗
44
TRIO WEALTH MANAGEMENT, LLC — notice-filed in CA, NC. IAPD ↗
44
BLUE JEAN FINANCIAL LLC — notice-filed in LA, VA. IAPD ↗
44
PLANWISER FINANCIAL — notice-filed in AZ, LA. IAPD ↗
44
HERMITAGE WEALTH — notice-filed in DC, NH. IAPD ↗
44
THE BYCOFF GROUP LLC — notice-filed in CA, NJ. IAPD ↗
44
ROCK CREEK WEALTH MANAGEMENT — notice-filed in CA, TX. IAPD ↗
44
SHERPA CAPITAL MANAGEMENT — notice-filed in NY, PA. IAPD ↗
44
RIGHTOAK ASSET MANAGEMENT, LLC — notice-filed in KY, MD. IAPD ↗
44
3ROOTS WEALTH PARTNERS LLC — notice-filed in NY, PA. IAPD ↗
44
ENDURE CAPITAL, LLC — notice-filed in IL, IN. IAPD ↗
42
QUINT CAPITAL MANAGEMENT — notice-filed in AL. IAPD ↗
42
LEEB CAPITAL MANAGEMENT, INC. — notice-filed in MA. IAPD ↗
42
INVESTOR ADVISORY GROUP — notice-filed in TX. IAPD ↗
42
HANSEATIC MANAGEMENT SERVICES INC — notice-filed in CO. IAPD ↗
42
VICTORY WEALTH PARTNERS — notice-filed in NE. IAPD ↗
42
MONTICELLO ASSOCIATES, LLC — notice-filed in MD. IAPD ↗
42
FAIRBANKS CAPITAL MANAGEMENT, INC. — notice-filed in TX. IAPD ↗
42
SILER WEALTH MANAGEMENT — notice-filed in NC. IAPD ↗
42
HILLMAN CAPITAL MANAGEMENT INC — notice-filed in OH. IAPD ↗
42
AMERICAN NORTHWEST ADVISORY SERVICES L.L.C. — notice-filed in PR. IAPD ↗
42
MEADOWBROOK WEALTH MANAGEMENT, LLC — notice-filed in FL. IAPD ↗
42
LIBERTY FINANCIAL GROUP, INC. — notice-filed in FL. IAPD ↗
42
SUMNICHT & ASSOCIATES, LLC — notice-filed in AZ. IAPD ↗
42
SARATOGA CAPITAL MANAGEMENT, LLC — notice-filed in CA. IAPD ↗
42
SMITH PARTNERS WEALTH MANAGEMENT, LLC — notice-filed in NE. IAPD ↗
42
GEORGE M. HILLER COMPANIES, LLC — notice-filed in AR. IAPD ↗
42
INTEGRA FINANCIAL, INC. — notice-filed in NV. IAPD ↗
42
GREGORY LYLE & CO. — notice-filed in ID. IAPD ↗
42
PROFOCUS INCORPORATED — notice-filed in DC. IAPD ↗
42
DESMOND WEALTH MANAGEMENT, INC. — notice-filed in TX. IAPD ↗
42
SEAMANS CAPITAL MANAGEMENT, LLC — notice-filed in OR. IAPD ↗
42
MUTUAL TRUST ASSET MGMT., INC. — notice-filed in TN. IAPD ↗
42
PHILADELPHIA INVESTMENT PARTNERS, LLC — notice-filed in DE. IAPD ↗
42
CHICAGO CAPITAL MANAGEMENT ADVISORS, LLC — notice-filed in SC. IAPD ↗
42
WALLSTREETI.COM — notice-filed in CA. IAPD ↗
42
ALLISON INVESTMENT MANAGEMENT, LLC — notice-filed in NH. IAPD ↗
42
INTERACTIVE FINANCIAL ADVISORS — notice-filed in MO. IAPD ↗
42
HEYDORN STONE CAPITAL MANAGEMENT LLC — notice-filed in CT. IAPD ↗
42
GODFREY FINANCIAL ASSOCIATES, INC. — notice-filed in PA. IAPD ↗
42
ENGLESON & ASSOCIATES — notice-filed in NJ. IAPD ↗
42
SPECTRUM FINANCIAL RESOURCES — notice-filed in NE. IAPD ↗
42
KCD FINANCIAL, INC. — notice-filed in OR. IAPD ↗
42
DAVENPORT WATTS & DRAKE INVESTMENT ADVISORS, LLC — notice-filed in GA. IAPD ↗
42
W & S MANAGEMENT SERVICES, INC. — notice-filed in SC. IAPD ↗
42
CONTEGO CAPITAL GROUP, INC. — notice-filed in IA. IAPD ↗
42
YDREAM FINANCIAL SERVICES, INC. — notice-filed in FL. IAPD ↗
42
FINANCIAL LIFE PLANNERS — notice-filed in WA. IAPD ↗
42
CYPRESS CAPITAL MANAGEMENT, LLC — notice-filed in NE. IAPD ↗
42
MCDERMOTT INVESTMENT ADVISORS, LLC — notice-filed in GA. IAPD ↗
42
OUTLOOK CAPITAL MANAGEMENT, LLC — notice-filed in NV. IAPD ↗
42
CONWAY CAPITAL MANAGEMENT, INC. — notice-filed in MA. IAPD ↗
42
PROSPECT FINANCIAL GROUP LLC — notice-filed in TX. IAPD ↗
42
GLAXIS CAPITAL MANAGEMENT, LLC — notice-filed in NC. IAPD ↗
42
WARREN CAPITAL GROUP — notice-filed in FL. IAPD ↗
42
FRANCO FINANCIAL ADVISORS, INC. — notice-filed in TX. IAPD ↗
42
VIDA WEALTH PARTNERS, INC. — notice-filed in TX. IAPD ↗
42
HONU WEALTH MANAGEMENT — notice-filed in NH. IAPD ↗
42
SENSENIG CAPITAL ADVISORS, INC. — notice-filed in FL. IAPD ↗
42
QUANTITATIVE ASSET MANAGEMENT, LLC — notice-filed in CA. IAPD ↗
42
DAVIS FINANCIAL MANAGEMENT, INC. — notice-filed in HI. IAPD ↗
42
ROOKWOOD WEALTH MANAGEMENT, LLC — notice-filed in FL. IAPD ↗
42
NOBLEBRIDGE WEALTH — notice-filed in LA. IAPD ↗
42
SKYLINE FINANCIAL NORTHWEST — notice-filed in TX. IAPD ↗
42
SNOWCAP CAPITAL MANAGEMENT — notice-filed in CO. IAPD ↗
42
KJ CAPITAL MANAGEMENT LLC — notice-filed in FL. IAPD ↗
42
DRAPER ASSET MANAGEMENT, LLC — notice-filed in NC. IAPD ↗
42
INFINIUM INVESTMENT ADVISORS, LLC — notice-filed in FL. IAPD ↗
42
BERKELEY CAPITAL MANAGEMENT, LLC — notice-filed in NE. IAPD ↗
42
CHELSEA ADVISORY SERVICES, INC — notice-filed in VA. IAPD ↗
42
LANIER ASSET MANAGEMENT, LLC — notice-filed in TX. IAPD ↗
42
KDM WEALTH MANAGEMENT INC. — notice-filed in FL. IAPD ↗
42
PRINCIPIA WEALTH ADVISORY, LLC — notice-filed in LA. IAPD ↗
42
DOWNING STREET WEALTH MANAGEMENT LLC — notice-filed in AZ. IAPD ↗
42
1650 WEALTH MANAGEMENT, LLC — notice-filed in NH. IAPD ↗
42
REYES FINANCIAL ARCHITECTURE INC. — notice-filed in MD. IAPD ↗
42
MOUNTAIN LAKE INVESTMENT MANAGEMENT LLC — notice-filed in NY. IAPD ↗
42
GREENWOOD INVESTORS LLC — notice-filed in CA. IAPD ↗
42
AVOCET CAPITAL MANAGEMENT LLC — notice-filed in FL. IAPD ↗
42
SERVO WEALTH MANAGEMENT LLC — notice-filed in NH. IAPD ↗
42
HIGHPASS ASSET MANAGEMENT LLC — notice-filed in FL. IAPD ↗
42
PEAPOD LANE CAPITAL LLC — notice-filed in FL. IAPD ↗
42
SHADOWRIDGE ASSET MANAGEMENT, LLC — notice-filed in NC. IAPD ↗
42
INVESTMENT MANAGERS GROUP, LLC — notice-filed in NH. IAPD ↗
42
DONALIES FINANCIAL PLANNING, LLC — notice-filed in VT. IAPD ↗
42
MARSTONE LLC — notice-filed in CO. IAPD ↗
42
SUMMER CREEK WEALTH MANAGEMENT, LLC — notice-filed in FL. IAPD ↗
42
SEVERIN INVESTMENTS LLC — notice-filed in NH. IAPD ↗
42
STRIDE INVESTMENTS, LLC — notice-filed in OR. IAPD ↗
42
INTEGRITY WEALTH PARTNERS, LLC — notice-filed in FL. IAPD ↗
42
VANDERPOL INVESTMENTS L.L.C. — notice-filed in TX. IAPD ↗
42
WEALTH TEAMS ALLIANCE — notice-filed in NJ. IAPD ↗
42
HIPPOCRATIC FINANCIAL ADVISORS — notice-filed in NV. IAPD ↗
42
ALLUVIAL CAPITAL MANAGEMENT, LLC — notice-filed in IL. IAPD ↗
42
HAHN FINANCIAL GROUP — notice-filed in OK. IAPD ↗
42
FINANCIAL PARTNERS, LLC — notice-filed in CO. IAPD ↗
42
REVOLUTION PARTNERS, LLC — notice-filed in IN. IAPD ↗
42
SOUNDHAVEN CAPITAL MANAGEMENT — notice-filed in NY. IAPD ↗
42
KENNEDY WEALTH & TAX MANAGEMENT, LLC — notice-filed in SC. IAPD ↗
42
YES WEALTH MANAGEMENT — notice-filed in NE. IAPD ↗
42
TACTIVEST, LLC — notice-filed in AZ. IAPD ↗
42
PENSERRA GLOBAL INVESTORS LLC — notice-filed in WA. IAPD ↗
42
EMERALD ASSET MANAGEMENT, INC. — notice-filed in FL. IAPD ↗
42
WEATHERHELM CAPITAL MANAGEMENT LLC — notice-filed in TN. IAPD ↗
42
ARK ROYAL WEALTH MANAGEMENT LLC — notice-filed in CA. IAPD ↗
42
CLOCKWISE CAPITAL LLC — notice-filed in CA. IAPD ↗
42
BRIA CAPITAL GROUP, LLC — notice-filed in CO. IAPD ↗
42
COSTELLO FINANCIAL PLANNING, INC. — notice-filed in VT. IAPD ↗
42
TUVE INVESTMENT MANAGEMENT, INC. — notice-filed in MN. IAPD ↗
42
CYR FINANCIAL INC. — notice-filed in UT. IAPD ↗
42
SIMMONS CAPITAL GROUP — notice-filed in GA. IAPD ↗
42
MARSH WEALTH MANAGEMENT, LLC — notice-filed in NC. IAPD ↗
42
FIRST AMERICAN ASSET ADVISORY, LLC — notice-filed in SC. IAPD ↗
42
YFP WEALTH — notice-filed in MA. IAPD ↗
42
FIGURE 8 INVESTMENT STRATEGIES LLC — notice-filed in MT. IAPD ↗
42
JEMMA FINANCIAL SERVICES — notice-filed in DC. IAPD ↗
42
HIGH PINES WEALTH MANAGEMENT LLC — notice-filed in OR. IAPD ↗
42
STRATEGIC WEALTH ADVISORS GROUP, INC. — notice-filed in TX. IAPD ↗
42
FITHIAN LLC — notice-filed in TX. IAPD ↗
42
LEVATUS LLC — notice-filed in VA. IAPD ↗
42
HERITAGE FINANCIAL COUNSELORS, LLC — notice-filed in NY. IAPD ↗
42
ENTRUITY WEALTH, LLC — notice-filed in ID. IAPD ↗
42
EMERGENT FINANCIAL SERVICES, LLC. — notice-filed in NJ. IAPD ↗
42
COLUMBIA RIVER FINANCIAL GROUP — notice-filed in CA. IAPD ↗
42
BRAVIAS FINANCIAL — notice-filed in MD. IAPD ↗
42
PRATO CAPITAL MANAGEMENT — notice-filed in MA. IAPD ↗
42
SACKETT WEALTH ADVISORS, INC. — notice-filed in LA. IAPD ↗
42
VANWEELDEN WEALTH MANAGEMENT, LLC — notice-filed in FL. IAPD ↗
42
MCALISTER, SWEET & ASSOCIATES, INC. — notice-filed in FL. IAPD ↗
42
SIGNIFICANT WEALTH PARTNERS LLC — notice-filed in WI. IAPD ↗
42
GREAT GABLE WEALTH MANAGEMENT, LLC — notice-filed in GA. IAPD ↗
42
TRANQUILLI FINANCIAL ADVISOR, LLC — notice-filed in MO. IAPD ↗
42
DIMENSIONS WEALTH MANAGEMENT, LLC — notice-filed in FL. IAPD ↗
42
MAVEN CAPITAL PARTNERS, LLC — notice-filed in TX. IAPD ↗
42
RETIREMITTEN FINANCIAL LLC — notice-filed in NY. IAPD ↗
42
K2 FINANCIAL INC. — notice-filed in NV. IAPD ↗
42
BONE FIDE WEALTH — notice-filed in CO. IAPD ↗
42
AEGIS WEALTH MANAGEMENT, INC. — notice-filed in NJ. IAPD ↗
42
WHITE KNIGHT STRATEGIC WEALTH ADVISORS, LLC — notice-filed in PA. IAPD ↗
42
THE ARANDA GROUP ADVISORS, LLC — notice-filed in MD. IAPD ↗
42
CAPITAL CS GROUP, LLC — notice-filed in NJ. IAPD ↗
42
ABUNDO WEALTH — notice-filed in RI. IAPD ↗
42
SOARING INVESTMENT MANAGEMENT, LLC — notice-filed in NY. IAPD ↗
42
SEBETIC ADVISORS, LLC — notice-filed in CT. IAPD ↗
42
ILLUMINATE WEALTH MANAGEMENT — notice-filed in TN. IAPD ↗
42
KUHN & COMPANY INVESTMENT COUNSEL, LLC — notice-filed in VA. IAPD ↗
42
ANT MONEY ADVISORS — notice-filed in CA. IAPD ↗
42
SILICON BEACH WEALTH, LLC — notice-filed in NY. IAPD ↗
42
LSB WEALTH MANAGEMENT — notice-filed in TX. IAPD ↗
42
DIAMOND CLIENT GROUP, LLC — notice-filed in CA. IAPD ↗
42
CITY DIFFERENT INVESTMENTS — notice-filed in MI. IAPD ↗
42
TETON WEALTH GROUP LLC — notice-filed in OK. IAPD ↗
42
SHINING ROCK ADVISORS LLC — notice-filed in TX. IAPD ↗
42
GILPIN WEALTH MANAGEMENT LLC — notice-filed in NV. IAPD ↗
42
AHARA ADVISORS — notice-filed in NY. IAPD ↗
42
CABIN ADVISORS, LLC — notice-filed in NH. IAPD ↗
42
Q2 WEALTH MANAGEMENT — notice-filed in SC. IAPD ↗
42
TRG INVESTMENT ADVISORS, LLC — notice-filed in CO. IAPD ↗
42
AVAIL INVESTMENT PARTNERS, LLC — notice-filed in CA. IAPD ↗
42
INVESTOR'S ADVANTAGE — notice-filed in LA. IAPD ↗
42
OPTIMIZE FINANCIAL INC. — notice-filed in NY. IAPD ↗
42
ARK WEALTH MANAGEMENT — notice-filed in NC. IAPD ↗
42
DANER WEALTH MANAGEMENT, LLC — notice-filed in SC. IAPD ↗
42
RIDGELINE PRIVATE WEALTH — notice-filed in WI. IAPD ↗
42
FILIGREE WEALTH ADVISORS, LLC — notice-filed in TX. IAPD ↗
42
TRIPLETAIL WEALTH MANAGEMENT — notice-filed in NH. IAPD ↗
42
ONESOURCE WEALTH MANAGEMENT — notice-filed in NV. IAPD ↗
42
MIRRETTI PERRYMAN WEALTH STRATEGIES, LLC — notice-filed in MI. IAPD ↗
42
NEIL JESANI WEALTH MANAGEMENT — notice-filed in NY. IAPD ↗
42
CROWN POINT WEALTH ADVISORS — notice-filed in LA. IAPD ↗
42
ENTRUST INVESTMENT SERVICES, INC — notice-filed in CO. IAPD ↗
42
HOBBS WEALTH MANAGEMENT — notice-filed in TX. IAPD ↗
42
FINANCIAL MANAGEMENT ASSOCIATES, LLC — notice-filed in TX. IAPD ↗
42
EVANSBROOK CAPITAL MANAGEMENT — notice-filed in MI. IAPD ↗
42
LONGEVITY CAPITAL MANAGEMENT — notice-filed in AZ. IAPD ↗
42
ALLIED PRIVATE WEALTH — notice-filed in NY. IAPD ↗
42
FIRST FINANCIAL SERVICES, LLC — notice-filed in NE. IAPD ↗
42
KINGWOOD INVESTMENT GROUP — notice-filed in NH. IAPD ↗
42
TUMOLO WEALTH MANAGEMENT LLC — notice-filed in MA. IAPD ↗
42
TORO WEST CAPITAL ADVISORS — notice-filed in TX. IAPD ↗
42
PMC WEALTH, LLC — notice-filed in TX. IAPD ↗
42
TRUE WEALTH GROUP — notice-filed in NE. IAPD ↗
42
YANDELL INVESTMENTS, LLC — notice-filed in NE. IAPD ↗
42
COLLABORATIVE PORTFOLIO MANAGEMENT — notice-filed in CA. IAPD ↗
42
GBG WEALTH MANAGEMENT LLC — notice-filed in TX. IAPD ↗
42
SENECA PRIVATE WEALTH, LLC — notice-filed in TX. IAPD ↗
42
TRUMAN WEALTH ADVISORS — notice-filed in IL. IAPD ↗
42
THE BREIT GROUP — notice-filed in DC. IAPD ↗
42
BZ WEALTH ADVISORS, LLC — notice-filed in CA. IAPD ↗
42
LEGEND CAPITAL — notice-filed in NJ. IAPD ↗
42
YOUR IA, LLC — notice-filed in MA. IAPD ↗
42
SPRING STREET WEALTH — notice-filed in NJ. IAPD ↗
42
STEPHEN SMITH FINANCIAL INC. — notice-filed in TX. IAPD ↗
42
STILLWATER PRIVATE WEALTH — notice-filed in NJ. IAPD ↗
40
ADDITION WEALTH — filed an Item 4A succession naming ADDITION WEALTH (CRD 318018) — an entity change, not a deal. IAPD ↗
40
ECHELONS CAPITAL, LLC — filed an Item 4A succession naming ECHELONS CAPITAL, LLC (CRD 325781) — an entity change, not a deal. IAPD ↗
40
MAKE THE MEMORY FINANCIAL PLANNING — filed an Item 4A succession naming MAKE THE MEMORY FINANCIAL PLANNING (CRD 331666) — an entity change, not a deal. IAPD ↗
88
GOLDEN SPARK INSIGHTS — (FAIRFAX, VA) is newly SEC-registered with $400.0M RAUM and 1 advisory reps. IAPD ↗institutional
85
VALLIANCE ASSET MANAGEMENT LLC — (CHICAGO, IL) is newly SEC-registered with $123.0M RAUM and 1 advisory reps. IAPD ↗institutional
85
MPACT CAPITAL — (location n/a) is newly SEC-registered (provisional 120-day approval) with $0 RAUM and 3 advisory reps. IAPD ↗institutional
85
MCD-KISSNER GP, LLC — (OVERLAND PARK, KS) is newly SEC-registered with $1.02B RAUM and 5 advisory reps. IAPD ↗fund
85
FMAC MANAGEMENT LLC — (NEW YORK, NY) is newly SEC-registered (provisional 120-day approval) with $0 RAUM and 4 advisory reps. IAPD ↗institutional
85
CANTOR FITZGERALD ENERGY ADVISORS, LLC — (NEW YORK, NY) is newly SEC-registered with $0 RAUM and 2 advisory reps. IAPD ↗institutional
85
FINCADIA ADVISORS LLC — (MELVILLE, NY) is newly SEC-registered with $1.00B RAUM and 3 advisory reps. IAPD ↗fund
85
THE ENERGY & MINERALS GROUP LP — (HOUSTON, TX) is newly SEC-registered with $12.02B RAUM and 12 advisory reps. IAPD ↗fund
85
ARISTOTLE PACIFIC CLO ADVISER III, LLC — (NEWPORT BEACH, CA) is newly SEC-registered with $0 RAUM and 22 advisory reps. IAPD ↗institutional
85
85
REINOVA CAPITAL ADVISORS LLC — (GREENWICH, CT) is newly SEC-registered (provisional 120-day approval) with $0 RAUM and 3 advisory reps. IAPD ↗institutional
85
37SPRUCE INVESTMENT PARTNERS, LLC — (GREENWICH, CT) is newly SEC-registered (provisional 120-day approval) with $0 RAUM and 4 advisory reps. IAPD ↗institutional
85
AJAX HEALTH MANAGEMENT COMPANY, LLC — (MENLO PARK, CA) is newly SEC-registered (provisional 120-day approval) with $0 RAUM and 13 advisory reps. IAPD ↗institutional
85
FREIF ADVISORS LLC — (DENVER, CO) is newly SEC-registered with $0 RAUM and 29 advisory reps. IAPD ↗institutional
85
OPTIMAL TAX ASSET MANAGEMENT — (BELLEVUE, WA) is newly SEC-registered (provisional 120-day approval) with $0 RAUM and 2 advisory reps. IAPD ↗institutional
85
THE OPERATORS FUND INVESTMENT MANAGEMENT, L.P. — (NEW YORK, NY) is newly SEC-registered (provisional 120-day approval) with $0 RAUM and 2 advisory reps. IAPD ↗institutional
85
POLEN INTERNATIONAL EQUITY LLC — (BOCA RATON, FL) is newly SEC-registered with $0 RAUM and 4 advisory reps. IAPD ↗institutional
85
BERENSON CAPITAL MANAGEMENT, LLC — (NEW YORK, NY) is newly SEC-registered (provisional 120-day approval) with $0 RAUM and 2 advisory reps. IAPD ↗institutional
83
ANDRA CAPITAL LLC — (SAN FRANCISCO, CA) is newly SEC-registered with $476.5M RAUM and 5 advisory reps. IAPD ↗fund
83
BICYCLE CAPITAL — (COCONUT GROVE, FL) is newly SEC-registered with $518.5M RAUM and 8 advisory reps. IAPD ↗fund
80
CAPITAL Q MANAGEMENT LLC — (MAITLAND, FL) is newly SEC-registered with $93.4M RAUM and 2 advisory reps. IAPD ↗fund
80
RLH CAPITAL, LLC — (location n/a) is newly SEC-registered with $63.5M RAUM and 1 advisory reps. IAPD ↗fund
80
MAROON PASS ADVISORS LP — (AUSTIN, TX) is newly SEC-registered with $178.6M RAUM and 2 advisory reps. IAPD ↗fund
80
ALLEGRO MINERAL PARTNERS LLC — (HOUSTON, TX) is newly SEC-registered with $135.3M RAUM and 6 advisory reps. IAPD ↗fund
80
SUMMATION CAPITAL MANAGEMENT, L.P. — (NEW YORK, NY) is newly SEC-registered with $160.6M RAUM and 3 advisory reps. IAPD ↗fund
80
FIDEM CREDIT ADVISORS — (PHILADELPHIA, PA) is newly SEC-registered (provisional 120-day approval) with $0 RAUM and 5 advisory reps. IAPD ↗fund
80
WAYCROSS GP, LLC — (LOUISVILLE, KY) is newly SEC-registered with $156.1M RAUM and 7 advisory reps. IAPD ↗fund
80
9 STREAM CAPITAL PARTNERS LLC — (LEAWOOD, KS) is newly SEC-registered with $73.9M RAUM and 2 advisory reps. IAPD ↗fund
80
QSO CAPITAL MANAGEMENT LLC — (FORT LAUDERDALE, FL) is newly SEC-registered (provisional 120-day approval) with $0 RAUM and 2 advisory reps. IAPD ↗fund
75
M FINANCIAL INVESTMENT ADVISERS INC — crossed $1B in regulatory AUM ($937.9M -> $1.01B). IAPD ↗institutional
75
CIFC INVESTMENT MANAGEMENT LLC — crossed $1B in regulatory AUM ($915.0M -> $1.04B). IAPD ↗institutional
75
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75
MAIN MANAGEMENT FUND ADVISORS, LLC — crossed $1B in regulatory AUM ($582.1M -> $1.01B). IAPD ↗institutional
75
MAGNETAR ASSET MANAGEMENT LLC — crossed $1B in regulatory AUM ($209.0M -> $1.92B). IAPD ↗institutional
75
INVICTUS FIDUCIARY SERVICES, LLC — crossed $1B in regulatory AUM ($958.9M -> $1.01B). IAPD ↗institutional
75
3(38) INVESTMENT FIDUCIARIES — crossed $1B in regulatory AUM ($842.6M -> $1.04B). IAPD ↗institutional
75
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75
ICAPITAL REGISTERED FUND ADVISER LLC — crossed $1B in regulatory AUM ($917.9M -> $1.22B). IAPD ↗institutional
75
75
OPHIR ASSET MANAGEMENT US LLC — crossed $1B in regulatory AUM ($964.9M -> $1.27B). IAPD ↗institutional
75
75
POLYMER CAPITAL MANAGEMENT (US), LLC — crossed $1B in regulatory AUM ($802.5M -> $1.41B). IAPD ↗institutional
75
75
75
THEMES MANAGEMENT COMPANY LLC — crossed $1B in regulatory AUM ($844.5M -> $1.23B). IAPD ↗institutional
75
KENNEDY LEWIS CAPITAL HOLDINGS LLC — crossed $1B in regulatory AUM ($869.6M -> $1.16B). IAPD ↗institutional
75
CRESCENT CAP NT ADVISORS, LLC — crossed $1B in regulatory AUM ($348.0M -> $1.11B). IAPD ↗institutional
75
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AGILE INVESTMENT MANAGEMENT, LLC — crossed $1B in regulatory AUM ($746.4M -> $1.17B). IAPD ↗institutional
75
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75
AUDAX PDB MANAGEMENT COMPANY, LLC — crossed $1B in regulatory AUM ($912.2M -> $1.17B). IAPD ↗institutional
75
COUNTERPOINTE INVESTMENT MANAGEMENT LLC — crossed $1B in regulatory AUM ($684.0M -> $1.07B). IAPD ↗institutional
75
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BLUE OWL ALTERNATIVE CREDIT ADVISORS II LLC — grew from 210 to 250 advisory reps. IAPD ↗institutional
75
BLUE OWL DIGITAL INFRASTRUCTURE TRUST ADVISORS LLC — grew from 110 to 130 advisory reps. IAPD ↗institutional
75
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EQUINOX PARTNERS INVESTMENT MANAGEMENT LLC — crossed $1B in regulatory AUM ($783.0M -> $1.41B). IAPD ↗fund
70
70
PRESCOTT GROUP CAPITAL MANAGEMENT L.L.C. — crossed $1B in regulatory AUM ($861.7M -> $1.30B). IAPD ↗fund
70
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THAYER STREET PARTNERS MANAGEMENT, LLC — crossed $1B in regulatory AUM ($913.6M -> $1.02B). IAPD ↗fund
70
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LESTE CAPITAL PARTNERS (FLORIDA), LLC — crossed $1B in regulatory AUM ($751.1M -> $1.61B). IAPD ↗fund
70
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70
OLIVE TECHNOLOGY VENTURES MANAGEMENT, LLC — crossed $1B in regulatory AUM ($985.0M -> $1.15B). IAPD ↗fund
70
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70
ARRINGTON CAPITAL INVESTMENT MANAGEMENT, LLC — crossed $1B in regulatory AUM ($628.9M -> $1.41B). IAPD ↗fund
70
70
REGAL HEALTHCARE CAPITAL MANAGEMENT, LLC — crossed $1B in regulatory AUM ($812.2M -> $1.51B). IAPD ↗fund
70
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LYRIC CAPITAL MANAGEMENT GROUP, L.P. — crossed $1B in regulatory AUM ($682.7M -> $1.10B). IAPD ↗fund
70
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ALTERNATIVE CAPITAL FUND MANAGEMENT LLC — crossed $1B in regulatory AUM ($830.5M -> $1.24B). IAPD ↗fund
70
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VALUE ALIGNED RESEARCH ADVISORS, LLC — crossed $1B in regulatory AUM ($542.2M -> $9.14B). IAPD ↗fund
70
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WILLOW TREE CAPITAL CORP ADVISORS LLC — crossed $1B in regulatory AUM ($744.4M -> $1.17B). IAPD ↗fund
70
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KRYGER CAPITAL LLC — (HAMILTON, Bermuda) is newly SEC-registered with $1.43B RAUM and 4 advisory reps. IAPD ↗foreign
70
CLEAN ENERGY TRANSITION INTERNATIONAL S.A.M. — (MONACO, MONACO, Monaco) is newly SEC-registered with $2.05B RAUM and 1 advisory reps. IAPD ↗foreign
69
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SILVER POINT SPECIALTY CREDIT FUND MANAGEMENT, LLC — grew from 109 to 117 advisory reps. IAPD ↗institutional
68
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68
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68
OVATA CAPITAL MANAGEMENT LLC — (HONG KONG, Hong Kong) is newly SEC-registered with $441.9M RAUM and 5 advisory reps. IAPD ↗foreign
68
SC ASESORES EN INVERSIONES INDEPENDIENTES SA DE CV — (MEXICO CITY, Mexico) is newly SEC-registered with $553.4M RAUM and 2 advisory reps. IAPD ↗foreign
67
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NORTHWESTERN MUTUAL INVESTMENT MANAGEMENT COMPANY, LLC — grew from 201 to 213 advisory reps. IAPD ↗fund
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MANULIFE INVESTMENT MANAGEMENT TIMBERLAND AND AGRICULTURE INC — grew from 85 to 95 advisory reps. IAPD ↗fund
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GOLDENTREE ASSET MANAGEMENT CREDIT ADVISOR LLC — grew from 70 to 80 advisory reps. IAPD ↗institutional
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SHIKHARA CAPITAL (HONG KONG) PRIVATE LIMITED (COMPANY) — (HONG KONG, Hong Kong) is newly SEC-registered with $164,277 RAUM and 4 advisory reps. IAPD ↗foreign
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GUEPARDO INVESTIMENTOS LTDA — (SÃO PAULO,SP, Brazil) is newly SEC-registered with $4.9M RAUM and 5 advisory reps. IAPD ↗foreign
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HAVERSTOCK CAPITAL LLP — (LONDON, United Kingdom) is newly SEC-registered with $75.0M RAUM and 3 advisory reps. IAPD ↗foreign
65
MESARETE CAPITAL (US) LLC — (LONDON, United Kingdom) is newly SEC-registered with $0 RAUM and 4 advisory reps. IAPD ↗foreign
65
COUNTERPOINTE INVESTMENT MANAGEMENT LLC — 's provisional registration is now fully approved. IAPD ↗institutional
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MAREK CAPITAL MANAGEMENT LP — 's provisional registration is now fully approved. IAPD ↗institutional
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AGRIGLOBE LAND ADVISORS, LLC — 's provisional registration is now fully approved. IAPD ↗institutional
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PACIFIC AVENUE CAPITAL PARTNERS MANAGEMENT COMPANY LLC — grew from 27 to 33 advisory reps. IAPD ↗fund
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IM GLOBAL PARTNER FUND MANAGEMENT LLC — now reports custody of client assets ($35.1M). IAPD ↗institutional
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AUDAX PDB MANAGEMENT COMPANY, LLC — now reports custody of client assets ($985.2M). IAPD ↗institutional
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TAIBER, KOSMALA & ASSOCIATES, LLC — now reports custody of client assets ($716.7M). IAPD ↗institutional
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ANDALUSIAN CREDIT PARTNERS, LLC — now reports custody of client assets ($16.2M). IAPD ↗institutional
58
ACADIA INFRASTRUCTURE CAPITAL LP — now reports custody of client assets ($121,330). IAPD ↗institutional
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NEUBERGER BERMAN LOAN ADVISERS EUROPE II LP — now reports 1 private fund(s) ($334.6M gross). IAPD ↗fund
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KAISER PARTNER FINANCIAL ADVISORS LTD. — crossed $1B in regulatory AUM ($981.7M -> $1.76B). IAPD ↗foreign
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GRATICULE ASIA MACRO ADVISORS LLC — crossed $1B in regulatory AUM ($682.3M -> $1.54B). IAPD ↗foreign
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TREZ CAPITAL FUND MANAGEMENT LIMITED PARTNERSHIP — crossed $1B in regulatory AUM ($515.4M -> $2.00B). IAPD ↗foreign
55
GRATICULE ASSET MANAGEMENT ASIA PTE. LTD. — crossed $1B in regulatory AUM ($682.3M -> $1.54B). IAPD ↗foreign
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ROOT CAPITAL - GESTÃO DE RECURSOS LTDA. — crossed $1B in regulatory AUM ($721.5M -> $1.27B). IAPD ↗foreign
55
VIOLA CREDIT PARTNERS MANAGEMENT LIMITED PARTNERSHIP — crossed $1B in regulatory AUM ($856.3M -> $2.00B). IAPD ↗foreign
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AQUARIAN HOLDINGS INVESTMENT MANAGEMENT LLC — now reports custody of client assets ($1.73B). IAPD ↗fund
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BROOKFIELD ASSET MANAGEMENT PIC ADVISER (PRIVATE EQUITY), L.P. — grew from 1219 to 1402 advisory reps. IAPD ↗foreign
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GOLDMAN SACHS ASSET MANAGEMENT (HONG KONG) LIMITED — grew from 22 to 53 advisory reps. IAPD ↗foreign
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CHAMONIX PARTNERS CAPITAL MANAGEMENT LLC — now reports 1 private fund(s) ($306.8M gross). IAPD ↗fund
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COLONY CAPITAL INVESTMENT ADVISORS, LLC — now reports custody of client assets ($336.2M). IAPD ↗fund
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GOLDMAN SACHS ASSET MANAGEMENT (SINGAPORE) PTE. LTD. — grew from 46 to 56 advisory reps. IAPD ↗foreign
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ROBECO INSTITUTIONAL ASSET MANAGEMENT US INC — 's Item 11 disclosure-reporting entries rose by 2 (0 -> 2). IAPD ↗institutional
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COUNTERPOINTE INVESTMENT MANAGEMENT LLC — 's Item 11 disclosure-reporting entries rose by 4 (8 -> 12). IAPD ↗institutional
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VIOLA CREDIT PARTNERS MANAGEMENT LIMITED PARTNERSHIP — grew from 15 to 20 advisory reps. IAPD ↗foreign
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GRATICULE ASSET MANAGEMENT ASIA PTE. LTD. — now reports 1 private fund(s) ($59.3M gross). IAPD ↗foreign
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NEWPOINT REAL ESTATE INVESTMENT MANAGEMENT LLC — 's Item 11 disclosure-reporting entries rose by 1 (0 -> 1). IAPD ↗institutional
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GOLDMAN SACHS ASSET MANAGEMENT INTERNATIONAL — now reports custody of client assets ($1.96B). IAPD ↗foreign
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BNP PARIBAS ASSET MANAGEMENT USA, INC. — 's Item 11 disclosure-reporting entries rose by 6 (6 -> 12). IAPD ↗fund
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INSTITUTIONAL SHAREHOLDER SERVICES INC. — 's Item 11 disclosure-reporting entries rose by 1 (0 -> 1). IAPD ↗institutional
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AXA INVESTMENT MANAGERS US INC — 's Item 11 disclosure-reporting entries rose by 8 (4 -> 12). IAPD ↗fund
40
STRATEGAS SECURITIES, LLC DBA STRATEGAS RESEARCH PARTNERS — 's Item 11 disclosure-reporting entries rose by 1 (0 -> 1). IAPD ↗institutional
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LATERAL INVESTMENT MANAGEMENT, LLC — 's Item 11 disclosure-reporting entries rose by 1 (0 -> 1). IAPD ↗fund
40
ARTEMIS REAL ESTATE PARTNERS — 's Item 11 disclosure-reporting entries rose by 8 (0 -> 8). IAPD ↗fund
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PLATINUM EQUITY ADVISORS, LLC — 's Item 11 disclosure-reporting entries rose by 5 (3 -> 8). IAPD ↗fund
40
WESTBRIDGE CAPITAL US ADVISORS, LP — 's Item 11 disclosure-reporting entries rose by 1 (2 -> 3). IAPD ↗fund
40
FORGE GLOBAL ADVISORS LLC — 's Item 11 disclosure-reporting entries rose by 18 (3 -> 21). IAPD ↗fund
40
PPM LOAN MANAGEMENT COMPANY 2, LLC — 's Item 11 disclosure-reporting entries rose by 2 (8 -> 10). IAPD ↗fund
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COMVEST CREDIT ADVISORS, LLC — 's Item 11 disclosure-reporting entries rose by 12 (0 -> 12). IAPD ↗fund
40
COMMONWEALTH CREDIT ADVISORS, LLC — 's Item 11 disclosure-reporting entries rose by 10 (0 -> 10). IAPD ↗fund
40
INFINITE GIVING ADVISORY SERVICES, INC. — 's Item 11 disclosure-reporting entries rose by 2 (0 -> 2). IAPD ↗institutional
40
JEFFERIES CREDIT MANAGEMENT LLC — 's Item 11 disclosure-reporting entries rose by 2 (9 -> 11). IAPD ↗fund
40
HAUSSMANN 1864 CAPITAL MANAGEMENT LLC — 's Item 11 disclosure-reporting entries rose by 1 (38 -> 39). IAPD ↗fund
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NAVI INTL-ADMINISTRADORA E GESTORA DE RECURSOS FINANCEIROS LTDA. — grew from 4 to 6 advisory reps. IAPD ↗foreign
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INFINITE GIVING ADVISORY SERVICES, INC. — notice-filed in AZ, CO, DC, FL, IL, IN, LA, NE, NH, NY, VA. IAPD ↗institutional
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CONSILIUM INVESTMENT MANAGEMENT LLC — 's Item 11 disclosure-reporting entries rose by 1 (0 -> 1). IAPD ↗fund
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AC INVESTMENT MANAGEMENT LLC — 's Item 11 disclosure-reporting entries rose by 1 (0 -> 1). IAPD ↗fund
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COMVEST CREDIT MANAGERS, LLC — 's Item 11 disclosure-reporting entries rose by 11 (0 -> 11). IAPD ↗fund
38
PILGRIM GLOBAL ADVISORS LLC — 's Item 11 disclosure-reporting entries rose by 1 (0 -> 1). IAPD ↗fund
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DRAGON CAPITAL MANAGEMENT (HK) LIMITED — now reports custody of client assets ($160.9M). IAPD ↗foreign
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TANCOOK INVESTMENT MANAGEMENT LIMITED — now reports custody of client assets ($27.3M). IAPD ↗foreign
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35
HATTERAS INVESTMENT PARTNERS, LP — 's Item 11 disclosure-reporting entries rose by 7 (0 -> 7). IAPD ↗fund
35
STRONGHOLD RESOURCE PARTNERS — 's Item 11 disclosure-reporting entries rose by 1 (0 -> 1). IAPD ↗fund
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UMB PRIVATE WEALTH MANAGEMENT, LLC — notice-filed in AK, AL, AR, CA, CT, DC, FL, GA, HI, IA, ID, IL, IN, KY, LA, MA, MD, ME, MI, MN, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, PR, RI, SC, SD, TN, TX, UT, VA, VI, VT, WA, WI, WV, WY. IAPD ↗fund
35
MORGAN STANLEY INVESTMENT MANAGEMENT LIMITED — began participating in a wrap-fee program. IAPD ↗foreign
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HARBERT FUND ADVISORS, LLC — filed an Item 4A succession naming HARBERT FUND ADVISORS, LLC (CRD 110577) — an entity change, not a deal. IAPD ↗fund
30
IVY INVEST CORPORATION — filed an Item 4A succession naming BUENA CAPITAL ADVISORS D/B/A IVY INVEST (CRD 328122) — an entity change, not a deal. IAPD ↗institutional
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25
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NORTHERN TRUST GLOBAL INVESTMENTS LTD — 's Item 11 disclosure-reporting entries rose by 1 (6 -> 7). IAPD ↗foreign
25
FIERA CAPITAL (UK) LIMITED — 's Item 11 disclosure-reporting entries rose by 2 (0 -> 2). IAPD ↗foreign
25
PETERCAM INSTITUTIONAL ASSET MANAGEMENT — 's Item 11 disclosure-reporting entries rose by 4 (15 -> 19). IAPD ↗foreign
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IWC INVESTMENT PARTNERS A/S — 's Item 11 disclosure-reporting entries rose by 1 (0 -> 1). IAPD ↗foreign
25
GUARDCAP ASSET MANAGEMENT LIMITED — 's Item 11 disclosure-reporting entries rose by 2 (0 -> 2). IAPD ↗foreign
25
ARES SYSTEMATIC CREDIT LIMITED — 's Item 11 disclosure-reporting entries rose by 3 (0 -> 3). IAPD ↗foreign
25
FIERA COMOX PARTNERS INC — 's Item 11 disclosure-reporting entries rose by 2 (0 -> 2). IAPD ↗foreign
25
25
THE RAELIPSKIE PARTNERSHIP — 's Item 11 disclosure-reporting entries rose by 2 (0 -> 2). IAPD ↗foreign
25
PROMETHEUS WEALTH MANAGEMENT SAM — 's Item 11 disclosure-reporting entries rose by 2 (8 -> 10). IAPD ↗foreign
23
MANULIFE INVESTMENT MANAGEMENT (NORTH AMERICA) LIMITED — 's Item 11 disclosure-reporting entries rose by 1 (10 -> 11). IAPD ↗foreign
23
JEFFERIES CREDIT PARTNERS EUROPE LIMITED — 's Item 11 disclosure-reporting entries rose by 3 (9 -> 12). IAPD ↗foreign
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PENSIONBEE — notice-filed in AK, AL, AR, AZ, CA, CT, DC, DE, GA, HI, IA, ID, IN, KS, KY, MA, MD, ME, MN, MO, MS, MT, ND, NM, NV, OK, OR, PR, RI, SC, SD, UT, VI, VT, WA, WI, WV, WY. IAPD ↗foreign
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Free page: firm, event, phone, website. The paid feed adds every window as CSV, filters by state and AUM band, and alerts the day the roster drops. Data: SEC Form ADV monthly roster; confirm on IAPD before acting.