CRM — March 2025
CRM vendors and the consultants who implement them (Salesforce FSC, Wealthbox, Redtail, Practifi).
947 firms opened this window in the March 2025 SEC roster: 371 aum up, 154 new office, 147 headcount up, 114 new registration, 80 aum crossed 500m, 35 pending approved, 33 rename, 13 planning started.
98
WILLS FINANCIAL GROUP, LLC — (RICHMOND, VA) is newly SEC-registered with $362.1M RAUM and 4 advisory reps. IAPD ↗
95
VORPAHL WING SECURITIES, INC. — (SPOKANE, WA) is newly SEC-registered with $107.0M RAUM and 4 advisory reps. IAPD ↗
95
PARAGON ASSET MANAGEMENT INC. — (ORINDA, CA) is newly SEC-registered with $110.7M RAUM and 1 advisory reps. IAPD ↗
95
TRIDENT ADVISORS INC — (DOYLESTOWN, PA) is newly SEC-registered with $100.1M RAUM and 2 advisory reps. IAPD ↗
95
FIRST AND MAIN FINANCIAL — (location n/a) is newly SEC-registered with $142.3M RAUM and 3 advisory reps. IAPD ↗
95
ABEL FINANCIAL MANAGEMENT CO. — (location n/a) is newly SEC-registered with $105.6M RAUM and 2 advisory reps. IAPD ↗
95
TWENTY TWENTY INVESTMENT ADVISORS, LLC — (location n/a) is newly SEC-registered with $123.4M RAUM and 3 advisory reps. IAPD ↗
95
MOORE FINANCIAL ADVISORS, LTD. — (BELMONT, MA) is newly SEC-registered with $108.9M RAUM and 3 advisory reps. IAPD ↗
95
BEANTOWN FINANCIAL ADVISORS LLC — (location n/a) is newly SEC-registered with $137.0M RAUM and 1 advisory reps. IAPD ↗
95
JMH WEALTH MANAGEMENT, LLC — (HANOVER, NH) is newly SEC-registered with $113.7M RAUM and 2 advisory reps. IAPD ↗
95
DECISION INVESTMENTS, INC. — (SAN DIEGO, CA) is newly SEC-registered with $131.8M RAUM and 2 advisory reps. IAPD ↗
95
HUNTER STREET INVESTMENT ADVISORS LLC — (APEX, NC) is newly SEC-registered with $112.0M RAUM and 8 advisory reps. IAPD ↗
95
HEPWORTH EQUITY PARTNERS, LLC — (WOLFEBORO, NH) is newly SEC-registered with $120.0M RAUM and 2 advisory reps. IAPD ↗
95
BANNERSTONE CAPITAL — (WAYZATA, MN) is newly SEC-registered with $141.1M RAUM and 3 advisory reps. IAPD ↗
95
TARHEEL ADVISORS, LLC — (GREENSBORO, NC) is newly SEC-registered with $117.6M RAUM and 2 advisory reps. IAPD ↗
95
SPARROW WEALTH MANAGEMENT — (ORLANDO, FL) is newly SEC-registered with $117.9M RAUM and 1 advisory reps. IAPD ↗
95
CORE PLANNING — (ST. LOUIS, MO) is newly SEC-registered with $62.3M RAUM and 32 advisory reps. IAPD ↗
95
WACKER & ASSOCIATES, INC. — (JACKSON, MN) is newly SEC-registered with $141.7M RAUM and 2 advisory reps. IAPD ↗
95
KASSIRA WEALTH MANAGEMENT, LLC — (location n/a) is newly SEC-registered with $107.5M RAUM and 2 advisory reps. IAPD ↗
95
ARK ADVISORS LLC — (BLOOMINGTON, IL) is newly SEC-registered with $170.3M RAUM and 2 advisory reps. IAPD ↗
95
THE SHER WEALTH MANAGEMENT GROUP — (NEEDHAM, MA) is newly SEC-registered with $129.6M RAUM and 2 advisory reps. IAPD ↗
95
REVO FINANCIAL, LLC — (location n/a) is newly SEC-registered with $118.6M RAUM and 3 advisory reps. IAPD ↗
95
STRIVUS WEALTH PARTNERS LLC — (JACKSONVILLE BEACH, FL) is newly SEC-registered with $139.3M RAUM and 3 advisory reps. IAPD ↗
95
EMERALD ASSET MANAGEMENT, INC. — (ROCKY MOUNT, NC) is newly SEC-registered with $110.4M RAUM and 1 advisory reps. IAPD ↗
95
RAI WEALTH MANAGEMENT — (PLACENTIA, CA) is newly SEC-registered with $107.7M RAUM and 3 advisory reps. IAPD ↗
95
GA PINCUS FUNDS, LLC — (location n/a) is newly SEC-registered with $57.4M RAUM and 1 advisory reps. IAPD ↗
95
DERIVE WEALTH — (PASADENA, CA) is newly SEC-registered with $112.6M RAUM and 1 advisory reps. IAPD ↗
95
VILLANOVA INVESTMENT MANAGEMENT COMPANY, LLC — (WAYNE, PA) is newly SEC-registered with $124.2M RAUM and 3 advisory reps. IAPD ↗
95
BOLT FINANCIAL GROUP, INC — (WORTHINGTON, OH) is newly SEC-registered with $107.6M RAUM and 4 advisory reps. IAPD ↗
95
LIFEPOINT PLANNING — (SCHAUMBURG, IL) is newly SEC-registered with $118.9M RAUM and 3 advisory reps. IAPD ↗
95
BENCHMARK FINANCIAL, LLC — (GREENVILLE, DE) is newly SEC-registered with $100.3M RAUM and 3 advisory reps. IAPD ↗
95
OUI FINANCIAL — (location n/a) is newly SEC-registered with $101.4M RAUM and 3 advisory reps. IAPD ↗
95
PLUS GROUP WEALTH ADVISORS, LLC — (BELGIUM, WI) is newly SEC-registered with $137.1M RAUM and 3 advisory reps. IAPD ↗
95
WRIGHT WEALTH STRATEGIES, LLC — (SAN LUIS OBISPO, CA) is newly SEC-registered with $127.6M RAUM and 1 advisory reps. IAPD ↗
95
21 WEST WEALTH MANAGEMENT LLC — (TUSTIN, CA) is newly SEC-registered with $106.9M RAUM and 2 advisory reps. IAPD ↗
95
ARBORFI ADVISORS, LLC — (ANN ARBOR, MI) is newly SEC-registered with $114.2M RAUM and 2 advisory reps. IAPD ↗
95
EUDAIMONIA WEALTH — (BUFFALO, NY) is newly SEC-registered with $28.5M RAUM and 1 advisory reps. IAPD ↗
95
OPTIMA CAPITAL MANAGEMENT — (TEMPE, AZ) is newly SEC-registered with $116.5M RAUM and 4 advisory reps. IAPD ↗
95
CORAL WEALTH MANAGEMENT, LLC — (MIAMI, FL) is newly SEC-registered with $104.1M RAUM and 1 advisory reps. IAPD ↗
95
CHESTNUT STREET INVESTMENT COUNSEL, LLC — (LANCASTER, PA) is newly SEC-registered with $104.1M RAUM and 3 advisory reps. IAPD ↗
95
HARBOR HILLS FINANCIAL ADVISORS — (MONTECITO, CA) is newly SEC-registered with $116.0M RAUM and 3 advisory reps. IAPD ↗
95
ALTAMIRA FINANCIAL GROUP, LLC — (SANTA FE, NM) is newly SEC-registered with $115.9M RAUM and 3 advisory reps. IAPD ↗
95
PLAN2THRIVE FINANCIAL — (ELDRIDGE, IA) is newly SEC-registered with $119.3M RAUM and 5 advisory reps. IAPD ↗
95
CALCULATED WEALTH — (MADISON, WI) is newly SEC-registered with $129.0M RAUM and 4 advisory reps. IAPD ↗
95
TSG ALPHA PARTNERS, LLC — (RONKONKOMA, NY) is newly SEC-registered with $74.5M RAUM and 6 advisory reps. IAPD ↗
95
VERUS WEALTH MANAGEMENT — (DE PERE, WI) is newly SEC-registered with $117.6M RAUM and 1 advisory reps. IAPD ↗
95
HOBBS WEALTH MANAGEMENT — (ZIONSVILLE, IN) is newly SEC-registered with $116.5M RAUM and 1 advisory reps. IAPD ↗
95
PLAN TO PROSPER WEALTH MANAGEMENT — (ORMOND BEACH, FL) is newly SEC-registered with $149.1M RAUM and 1 advisory reps. IAPD ↗
95
95
SOUND ADVISORY — (location n/a) is newly SEC-registered with $69.9M RAUM and 5 advisory reps. IAPD ↗
95
AVISE FINANCIAL — (LOS ANGELES, CA) is newly SEC-registered with $125.9M RAUM and 4 advisory reps. IAPD ↗
95
BALANCE WEALTH — (COLUMBUS, OH) is newly SEC-registered with $187.6M RAUM and 4 advisory reps. IAPD ↗
95
AVIATOR'S WEALTH MANAGEMENT — (location n/a) is newly SEC-registered (provisional 120-day approval) with $0 RAUM and 1 advisory reps. IAPD ↗
95
BLUE DIAMOND CAPITAL INVESTMENT ADVISORS — (PROVO, UT) is newly SEC-registered (provisional 120-day approval) with $0 RAUM and 3 advisory reps. IAPD ↗
95
ELITE WEALTH MANAGEMENT, INC. — (PLOVER, WI) is newly SEC-registered with $153.4M RAUM and 4 advisory reps. IAPD ↗
95
HONEOYE FALLS CAPITAL LLC — (HONEOYE FALLS, NY) is newly SEC-registered (provisional 120-day approval) with $0 RAUM and 2 advisory reps. IAPD ↗
95
MADRID WEALTH MANAGEMENT — (ALBUQUERQUE, NM) is newly SEC-registered with $127.3M RAUM and 2 advisory reps. IAPD ↗
95
COQUINA PRIVATE WEALTH ADVISORS — (PORT CHARLOTTE, FL) is newly SEC-registered (provisional 120-day approval) with $0 RAUM and 8 advisory reps. IAPD ↗
95
PROSPER PRIVATE WEALTH — (MESA, AZ) is newly SEC-registered with $112.7M RAUM and 3 advisory reps. IAPD ↗
95
STATERA WEALTH MANAGEMENT — (ST. GEORGE, UT) is newly SEC-registered (provisional 120-day approval) with $0 RAUM and 4 advisory reps. IAPD ↗
95
MATTERS CAPITAL LLC — (MIAMI, FL) is newly SEC-registered (provisional 120-day approval) with $0 RAUM and 2 advisory reps. IAPD ↗
95
SANTARA WEALTH MANAGEMENT LLC — (SAN DIEGO, CA) is newly SEC-registered (provisional 120-day approval) with $0 RAUM and 2 advisory reps. IAPD ↗
95
95
PARKWAY WEALTH MANAGEMENT GROUP, LLC — (PLANO, TX) is newly SEC-registered (provisional 120-day approval) with $0 RAUM and 16 advisory reps. IAPD ↗
95
BASECAMP WEALTH ADVISORS, LLC — (BELLEVUE, WA) is newly SEC-registered (provisional 120-day approval) with $0 RAUM and 4 advisory reps. IAPD ↗
95
ARGO WEALTH ADVISORY, LLC — (VIENNA, VA) is newly SEC-registered (provisional 120-day approval) with $0 RAUM and 1 advisory reps. IAPD ↗
95
ANCHOR POINT FINANCIAL — (BAKERSFIELD, CA) is newly SEC-registered (provisional 120-day approval) with $0 RAUM and 1 advisory reps. IAPD ↗
95
SYNERGY CAPITAL — (FORT COLLINS, CO) is newly SEC-registered (provisional 120-day approval) with $0 RAUM and 3 advisory reps. IAPD ↗
95
EXPATRIATE FINANCIAL STRATEGIES LLC — (location n/a) is newly SEC-registered (provisional 120-day approval) with $0 RAUM and 4 advisory reps. IAPD ↗
95
ILLUMINATE — (location n/a) is newly SEC-registered (provisional 120-day approval) with $600 RAUM and 1 advisory reps. IAPD ↗
95
CAPSTONE RIA — (BELLINGHAM, WA) is newly SEC-registered (provisional 120-day approval) with $0 RAUM and 1 advisory reps. IAPD ↗
95
PRESINT ASSET MANAGEMENT, LLC — (location n/a) is newly SEC-registered (provisional 120-day approval) with $0 RAUM and 3 advisory reps. IAPD ↗
95
STEADTRUST — (location n/a) is newly SEC-registered (provisional 120-day approval) with $0 RAUM and 1 advisory reps. IAPD ↗
95
BETTEREDGE CAPITAL LLC — (NEW YORK, NY) is newly SEC-registered with $75.0M RAUM and 1 advisory reps. IAPD ↗
95
NJORD CAPITAL, LLC — (location n/a) is newly SEC-registered (provisional 120-day approval) with $0 RAUM and 1 advisory reps. IAPD ↗
95
PERSIMMON CAPITAL MANAGEMENT — (location n/a) is newly SEC-registered (provisional 120-day approval) with $0 RAUM and 1 advisory reps. IAPD ↗
95
ARROW INVESTMENT MANAGEMENT, LLC — (NEW YORK, NY) is newly SEC-registered (provisional 120-day approval) with $0 RAUM and 3 advisory reps. IAPD ↗
95
RIVER CRESCENT ADVISORS, LLC — (SUFFOLK, VA) is newly SEC-registered (provisional 120-day approval) with $0 RAUM and 1 advisory reps. IAPD ↗
95
STORGATE, LLC — (location n/a) is newly SEC-registered (provisional 120-day approval) with $0 RAUM and 1 advisory reps. IAPD ↗
95
WILKERSON ADVISORY GROUP LLC — (COLUMBIA, MO) is newly SEC-registered (provisional 120-day approval) with $0 RAUM and 4 advisory reps. IAPD ↗
95
TRUMAN WEALTH ADVISORS — (COLUMBIA, MO) is newly SEC-registered (provisional 120-day approval) with $0 RAUM and 1 advisory reps. IAPD ↗
95
EXCELSIOR ADVISOR NETWORK LLC — (location n/a) is newly SEC-registered (provisional 120-day approval) with $0 RAUM and 1 advisory reps. IAPD ↗
95
ANGLIN INVESTMENT PARTNERS, LLC — (ATLANTA, GA) is newly SEC-registered (provisional 120-day approval) with $0 RAUM and 1 advisory reps. IAPD ↗
95
AP INVESTMENT MANAGEMENT — (MOUNTAIN VIEW, CA) is newly SEC-registered (provisional 120-day approval) with $0 RAUM and 1 advisory reps. IAPD ↗
95
BRANCHES + ROOTS INVESTMENT MANAGEMENT — (SARATOGA SPRINGS, NY) is newly SEC-registered (provisional 120-day approval) with $0 RAUM and 1 advisory reps. IAPD ↗
95
PRAESTANTIA CAPITAL, LLC — (SAN ANTONIO, TX) is newly SEC-registered (provisional 120-day approval) with $0 RAUM and 1 advisory reps. IAPD ↗
95
LIGHTCAP FINANCIAL GROUP, LLC — (SAN DIEGO, CA) is newly SEC-registered (provisional 120-day approval) with $0 RAUM and 1 advisory reps. IAPD ↗
95
BRAYPARK WEALTH MANAGEMENT — (COSTA MESA, CA) is newly SEC-registered (provisional 120-day approval) with $0 RAUM and 1 advisory reps. IAPD ↗
85
EDWARD JONES — grew from 21219 to 22226 advisory reps. IAPD ↗
85
AEGIS CAPITAL CORP. — grew from 63 to 90 advisory reps. IAPD ↗
85
CITIZENS SECURITIES, INC. — grew from 380 to 400 advisory reps. IAPD ↗
85
CREATIVE PLANNING — grew from 1210 to 1319 advisory reps. IAPD ↗
85
TRANSAMERICA RETIREMENT ADVISORS, LLC — grew from 126 to 159 advisory reps. IAPD ↗
85
FISHER INVESTMENTS — grew from 1613 to 1869 advisory reps. IAPD ↗
85
SEQUOIA FINANCIAL GROUP, L.L.C. — grew from 144 to 168 advisory reps. IAPD ↗
85
SCS CAPITAL MANAGEMENT LLC — grew from 45 to 78 advisory reps. IAPD ↗
85
MERIT FINANCIAL ADVISORS — grew from 117 to 144 advisory reps. IAPD ↗
85
AVIOR WEALTH MANAGEMENT, LLC — grew from 97 to 113 advisory reps. IAPD ↗
85
FOCUS PARTNERS WEALTH, LLC — grew from 730 to 765 advisory reps. IAPD ↗
85
HOMRICH BERG — grew from 80 to 95 advisory reps. IAPD ↗
85
LRI INVESTMENTS — grew from 12 to 29 advisory reps. IAPD ↗
84
TCI WEALTH ADVISORS, INC. — grew from 27 to 41 advisory reps. IAPD ↗
82
CX INSTITUTIONAL, LLC — grew from 47 to 59 advisory reps. IAPD ↗
81
NORTHROCK PARTNERS, LLC — grew from 39 to 50 advisory reps. IAPD ↗
81
CLEAR CREEK FINANCIAL MANAGEMENT, LLC — grew from 35 to 46 advisory reps. IAPD ↗
80
BROOKSTONE WEALTH ADVISORS, LLC — grew from 225 to 244 advisory reps. IAPD ↗
80
KINGSVIEW WEALTH MANAGEMENT, LLC — grew from 85 to 95 advisory reps. IAPD ↗
80
IRONVINE CAPITAL PARTNERS, LLC — now offers financial planning (Item 5G(1)). IAPD ↗
79
SAX WEALTH ADVISORS, LLC — grew from 15 to 24 advisory reps. IAPD ↗
79
GOLDEN RESERVE RETIREMENT, LLC — grew from 6 to 17 advisory reps. IAPD ↗
79
THE NORDEN GROUP LLC — grew from 12 to 21 advisory reps. IAPD ↗
78
BRADLEY FOSTER & SARGENT INC — grew from 17 to 25 advisory reps. IAPD ↗
78
MENGIS CAPITAL MANAGEMENT, INC. — now offers financial planning (Item 5G(1)). IAPD ↗
78
TORREY GROWTH & INCOME ADVISORS, LLC — now offers financial planning (Item 5G(1)). IAPD ↗
78
TONY WALKER FINANCIAL — now offers financial planning (Item 5G(1)). IAPD ↗
78
MKT ADVISORS LLC — now offers financial planning (Item 5G(1)). IAPD ↗
77
CORDA INVESTMENT MANAGEMENT, LLC — grew from 18 to 25 advisory reps. IAPD ↗
76
COOPER MCMANUS — grew from 38 to 44 advisory reps. IAPD ↗
76
INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC — grew from 118 to 124 advisory reps. IAPD ↗
76
ELWOOD & GOETZ — grew from 18 to 26 advisory reps. IAPD ↗
76
BANKERS LIFE ADVISORY SERVICES, INC. — grew from 378 to 384 advisory reps. IAPD ↗
76
LIFEWORKS ADVISORS, LLC — grew from 25 to 33 advisory reps. IAPD ↗
76
OCTAVIA WEALTH ADVISORS LLC — grew from 28 to 34 advisory reps. IAPD ↗
75
CFM ADVISORS INC — reported RAUM up 100% ($1.75B -> $3.49B). IAPD ↗
75
PINKERTON WEALTH PARTNERS — grew from 12 to 17 advisory reps. IAPD ↗
75
B.O.S.S. RETIREMENT ADVISORS, LLC — grew from 36 to 41 advisory reps. IAPD ↗
75
AWH FINANCIAL, LLC — grew from 34 to 44 advisory reps. IAPD ↗
75
TEAM HEWINS, LLC — grew from 13 to 18 advisory reps. IAPD ↗
75
CORNERSTONE PLANNING GROUP — grew from 8 to 15 advisory reps. IAPD ↗
75
PINE GROVE FINANCIAL GROUP — grew from 8 to 13 advisory reps. IAPD ↗
75
MORAN WEALTH MANAGEMENT, LLC — grew from 26 to 31 advisory reps. IAPD ↗
75
CONCURRENT INVESTMENT ADVISORS, LLC — grew from 132 to 137 advisory reps. IAPD ↗
75
SPARTAN WEALTH MANAGEMENT — grew from 8 to 15 advisory reps. IAPD ↗
75
WGI DM, LLC — 's provisional registration is now fully approved. IAPD ↗
75
STRATEGIC ADVISORY SERVICES, L.L.C. — now offers financial planning (Item 5G(1)). IAPD ↗
75
INTEGRAS PARTNERS, LLC — now offers financial planning (Item 5G(1)). IAPD ↗
75
YOFFE INVESTMENT MANAGEMENT, LLC — now offers financial planning (Item 5G(1)). IAPD ↗
75
FINHABITS ADVISORS, LLC — now offers financial planning (Item 5G(1)). IAPD ↗
75
DIMENSIONS WEALTH MANAGEMENT, LLC — now offers financial planning (Item 5G(1)). IAPD ↗
75
TELSEY CONSUMER FUND MANAGEMENT LP — now offers financial planning (Item 5G(1)). IAPD ↗
75
DAYTONA STREET CAPITAL — now offers financial planning (Item 5G(1)). IAPD ↗
75
WALLEYE PARTNERS LLC — now offers financial planning (Item 5G(1)). IAPD ↗
74
FALCON WEALTH PLANNING, INC. — grew from 18 to 22 advisory reps. IAPD ↗
74
SAGE MOUNTAIN ADVISORS, LLC — grew from 12 to 16 advisory reps. IAPD ↗
74
THE LIFE WEALTH GROUP — grew from 0 to 9 advisory reps. IAPD ↗
73
KEYSTONE GLOBAL PARTNERS LLC — reported RAUM up 100% ($212.7M -> $424.5M). IAPD ↗
73
6TH STREET ADVISORS, LLC — reported RAUM up 145% ($110.7M -> $270.8M). IAPD ↗
73
KIRTLAND HILLS CAPITAL MANAGEMENT, LLC — reported RAUM up 104% ($152.2M -> $310.3M). IAPD ↗
73
GUERRA WEALTH ADVISORS — reported RAUM up 87% ($139.0M -> $260.0M). IAPD ↗
73
BALLINA CAPITAL, LLC — reported RAUM up 194% ($111.9M -> $329.4M). IAPD ↗
73
CORDIS FINANCIAL, LLC — reported RAUM up 75% ($181.3M -> $317.6M). IAPD ↗
73
DURATION ASSET MANAGEMENT, LLC — reported RAUM up 174% ($170.8M -> $467.3M). IAPD ↗
73
GUIDED CAPITAL WEALTH MANAGEMENT, LLC — reported RAUM up 124% ($111.6M -> $250.2M). IAPD ↗
73
DISCIPLINE WEALTH SOLUTIONS, INC. — reported RAUM up 240% ($93.0M -> $316.3M). IAPD ↗
73
AMERITY WEALTH MANAGEMENT, LLC — reported RAUM up 97% ($141.0M -> $277.3M). IAPD ↗
73
ROSSBY FINANCIAL, LLC — reported RAUM up 234% ($107.3M -> $358.6M). IAPD ↗
73
ORCHID ADVISORY — reported RAUM up 114% ($124.7M -> $266.2M). IAPD ↗
73
CAPITAL A WEALTH MANAGEMENT — reported RAUM up 176% ($149.2M -> $412.3M). IAPD ↗
73
MKT AND ASSOCIATES LLC — reported RAUM up 144% ($113.0M -> $275.5M). IAPD ↗
73
ARC ADVISORY LLC — reported RAUM up 307% ($108.2M -> $440.5M). IAPD ↗
73
HEWELL FINANCIAL GROUP, INC. — reported RAUM up 4115% ($6.8M -> $285.6M). IAPD ↗
73
GREENWOOD GEARHART INC. — grew from 8 to 11 advisory reps. IAPD ↗
73
NADLER FINANCIAL GROUP, INC. — grew from 13 to 16 advisory reps. IAPD ↗
73
ONE WEALTH ADVISORS, LLC — grew from 9 to 12 advisory reps. IAPD ↗
73
MIDWEST FINANCIAL PARTNERS — grew from 6 to 9 advisory reps. IAPD ↗
73
CHICAGO CAPITAL, LLC — grew from 10 to 13 advisory reps. IAPD ↗
73
CANOPY WEALTH MANAGEMENT — grew from 10 to 13 advisory reps. IAPD ↗
73
SPARTAN WEALTH MANAGEMENT — 's provisional registration is now fully approved. IAPD ↗
73
INDIVISIBLE PARTNERS — 's provisional registration is now fully approved. IAPD ↗
73
1808 CAPITAL PARTNERS — 's provisional registration is now fully approved. IAPD ↗
73
FPNAVIGATORS — 's provisional registration is now fully approved. IAPD ↗
73
PITCAIRN WEALTH ADVISORS LLC — 's provisional registration is now fully approved. IAPD ↗
73
CHICAGO OAKBROOK FINANCIAL GROUP — 's provisional registration is now fully approved. IAPD ↗
73
HEWELL FINANCIAL GROUP, INC. — 's provisional registration is now fully approved. IAPD ↗
73
PIEDMONT WEALTH ADVISORY — 's provisional registration is now fully approved. IAPD ↗
72
COOPER MCMANUS — reported RAUM up 63% ($1.58B -> $2.56B). IAPD ↗
72
BEAR CREEK ASSET MANAGEMENT, LLC — reported RAUM up 61% ($4.64B -> $7.46B). IAPD ↗
72
BROOKER WEALTH MANAGEMENT — grew from 3 to 7 advisory reps. IAPD ↗
72
THE HARBOR GROUP, INC. — grew from 7 to 9 advisory reps. IAPD ↗
72
SHEETS SMITH WEALTH MANAGEMENT — grew from 10 to 12 advisory reps. IAPD ↗
72
KEELER THOMAS MANAGEMENT LLC — grew from 5 to 9 advisory reps. IAPD ↗
72
HOLLAND ADVISORY SERVICES, INC. — grew from 7 to 11 advisory reps. IAPD ↗
72
TRIANGLE WEALTH MANAGEMENT — grew from 9 to 11 advisory reps. IAPD ↗
72
GARDE CAPITAL, INC. — grew from 9 to 11 advisory reps. IAPD ↗
72
WALKNER CONDON FINANCIAL ADVISORS LLC — grew from 9 to 13 advisory reps. IAPD ↗
72
INSPIRE INVESTING, LLC — grew from 2 to 4 advisory reps. IAPD ↗
72
PAUL R. RIED FINANCIAL GROUP, LLC — grew from 7 to 9 advisory reps. IAPD ↗
71
KIKER WEALTH MANAGEMENT, LLC — reported RAUM up 66% ($161.5M -> $268.6M). IAPD ↗
71
DAYMARK WEALTH PARTNERS, LLC — reported RAUM up 57% ($2.50B -> $3.94B). IAPD ↗
71
ARCHER INVESTMENT MANAGEMENT — grew from 2 to 5 advisory reps. IAPD ↗
71
MIRAMONTES CAPITAL, LLC — grew from 4 to 7 advisory reps. IAPD ↗
71
FLAGSTONE FINANCIAL MANAGEMENT, LLC — grew from 3 to 6 advisory reps. IAPD ↗
71
PRIVATE WEALTH SOLUTIONS, LLC — grew from 1 to 4 advisory reps. IAPD ↗
71
SANDBOX FINANCIAL PARTNERS, LLC — grew from 5 to 8 advisory reps. IAPD ↗
71
FOURPATH CAPITAL MANAGEMENT, LLC — grew from 3 to 6 advisory reps. IAPD ↗
71
ACORN CREEK CAPITAL LLC — grew from 3 to 6 advisory reps. IAPD ↗
71
EVERPAR ADVISORS LLC — grew from 5 to 8 advisory reps. IAPD ↗
71
ARGENTARII, LLC — grew from 2 to 5 advisory reps. IAPD ↗
70
RICHARDS MERRILL WEALTH MANAGEMENT — crossed $500M in regulatory AUM ($395.8M -> $514.5M). IAPD ↗
70
WEDGEWOOD PARTNERS, INC. — crossed $500M in regulatory AUM ($464.6M -> $539.7M). IAPD ↗
70
FISCHER FINANCIAL SERVICES INC — crossed $500M in regulatory AUM ($487.9M -> $564.6M). IAPD ↗
70
FRIEDLANDER & CO INC — crossed $500M in regulatory AUM ($453.0M -> $502.8M). IAPD ↗
70
OGOREK WEALTH MANAGEMENT, LLC — crossed $500M in regulatory AUM ($468.8M -> $525.3M). IAPD ↗
70
M. KRAUS & COMPANY — crossed $500M in regulatory AUM ($494.2M -> $523.5M). IAPD ↗
70
NORTHWEST FINANCIAL SERVICES INC — crossed $500M in regulatory AUM ($482.3M -> $551.4M). IAPD ↗
70
DHJJ FINANCIAL ADVISORS — crossed $500M in regulatory AUM ($463.9M -> $543.5M). IAPD ↗
70
RIGGS ASSET MANAGEMENT CO INC — crossed $500M in regulatory AUM ($448.8M -> $522.5M). IAPD ↗
70
TINGEY ADVISORS INC — crossed $500M in regulatory AUM ($421.3M -> $619.0M). IAPD ↗
70
BRIGHT FINANCIAL ADVISORS, INC. — crossed $500M in regulatory AUM ($489.2M -> $570.1M). IAPD ↗
70
SK WEALTH MANAGEMENT, LLC — crossed $500M in regulatory AUM ($429.2M -> $555.3M). IAPD ↗
70
LANDMARK WEALTH MANAGEMENT — crossed $500M in regulatory AUM ($470.9M -> $615.9M). IAPD ↗
70
NICOLLET INVESTMENT MANAGEMENT, INC. — crossed $500M in regulatory AUM ($477.0M -> $526.7M). IAPD ↗
70
CARL STUART INVESTMENT ADVISOR, INC. — crossed $500M in regulatory AUM ($468.4M -> $515.2M). IAPD ↗
70
EAST END FINANCIAL GROUP, INC. — crossed $500M in regulatory AUM ($497.8M -> $579.2M). IAPD ↗
70
JOHN A. WOLFE & ASSOCIATES, INC. — crossed $500M in regulatory AUM ($498.4M -> $534.7M). IAPD ↗
70
COLORADO CAPITAL MANAGEMENT — crossed $500M in regulatory AUM ($499.9M -> $560.3M). IAPD ↗
70
PINNACLE FINANCIAL GROUP LLC — crossed $500M in regulatory AUM ($499.7M -> $571.0M). IAPD ↗
70
WP ADVISORS, LLC — crossed $500M in regulatory AUM ($431.2M -> $505.7M). IAPD ↗
70
PROVIDENCE FINANCIAL ADVISORS, LLC — crossed $500M in regulatory AUM ($412.2M -> $544.5M). IAPD ↗
70
GSB WEALTH MANAGEMENT, LLC — crossed $500M in regulatory AUM ($475.0M -> $540.4M). IAPD ↗
70
COMPREHENSIVE FINANCIAL CONSULTANTS INSTITUTIONAL, INC. — crossed $500M in regulatory AUM ($432.4M -> $515.1M). IAPD ↗
70
ALLEN WEALTH MANAGEMENT, LLC — crossed $500M in regulatory AUM ($478.5M -> $553.9M). IAPD ↗
70
THE LEGACY FINANCIAL GROUP, INC. — crossed $500M in regulatory AUM ($419.6M -> $513.6M). IAPD ↗
70
TIMBER CREEK CAPITAL MANAGEMENT, LLC — crossed $500M in regulatory AUM ($483.2M -> $549.2M). IAPD ↗
70
IRONWOOD FINANCIAL, LLC — crossed $500M in regulatory AUM ($456.5M -> $574.9M). IAPD ↗
70
SANDY COVE ADVISORS, LLC — crossed $500M in regulatory AUM ($486.4M -> $581.7M). IAPD ↗
70
MOSS, LUSE & WOMBLE, LLC — crossed $500M in regulatory AUM ($435.6M -> $595.2M). IAPD ↗
70
COVENANT WEALTH ADVISORS — crossed $500M in regulatory AUM ($496.3M -> $653.0M). IAPD ↗
70
NEW HARBOR FINANCIAL GROUP, LLC — crossed $500M in regulatory AUM ($495.5M -> $576.9M). IAPD ↗
70
BOSTON STANDARD WEALTH MANAGEMENT, LLC — crossed $500M in regulatory AUM ($451.5M -> $549.5M). IAPD ↗
70
HAPANOWICZ FINANCIAL — crossed $500M in regulatory AUM ($497.4M -> $574.7M). IAPD ↗
70
CARSONALLARIA WEALTH MANAGEMENT, LTD. — crossed $500M in regulatory AUM ($469.8M -> $567.5M). IAPD ↗
70
NORTHWEST QUADRANT WEALTH MANAGEMENT — crossed $500M in regulatory AUM ($453.9M -> $534.0M). IAPD ↗
70
ASPEN WEALTH MANAGEMENT — crossed $500M in regulatory AUM ($368.4M -> $509.6M). IAPD ↗
70
SAGEGUARD FINANCIAL GROUP, LLC — crossed $500M in regulatory AUM ($377.9M -> $607.7M). IAPD ↗
70
BCU WEALTH ADVISORS, LLC — crossed $500M in regulatory AUM ($449.9M -> $535.0M). IAPD ↗
70
ALJIAN CAPITAL MANAGEMENT — crossed $500M in regulatory AUM ($446.4M -> $575.8M). IAPD ↗
70
COOK WEALTH, LLC — crossed $500M in regulatory AUM ($475.0M -> $529.4M). IAPD ↗
70
CLARE MARKET INVESTMENTS, LLC — crossed $500M in regulatory AUM ($432.6M -> $556.0M). IAPD ↗
70
SUNPOINTE INVESTMENTS — crossed $500M in regulatory AUM ($369.1M -> $559.2M). IAPD ↗
70
HILLTOP WEALTH ADVISORS, LLC — crossed $500M in regulatory AUM ($432.7M -> $502.8M). IAPD ↗
70
HIGHLINE WEALTH PARTNERS — crossed $500M in regulatory AUM ($493.7M -> $665.6M). IAPD ↗
70
TEMPUS WEALTH PLANNING, LLC — crossed $500M in regulatory AUM ($400.5M -> $506.5M). IAPD ↗
70
KEEL WEALTH MANAGEMENT, LLC — crossed $500M in regulatory AUM ($449.0M -> $557.1M). IAPD ↗
70
RELIANT WEALTH PLANNING, LLC — crossed $500M in regulatory AUM ($469.1M -> $520.6M). IAPD ↗
70
COLUMBUS MACRO, LLC — crossed $500M in regulatory AUM ($277.3M -> $777.3M). IAPD ↗
70
ALTUS WEALTH GROUP, LLC — crossed $500M in regulatory AUM ($445.0M -> $572.6M). IAPD ↗
70
LIFEWORKS ADVISORS, LLC — crossed $500M in regulatory AUM ($421.8M -> $742.3M). IAPD ↗
70
INLET PRIVATE WEALTH, LLC — crossed $500M in regulatory AUM ($467.2M -> $554.9M). IAPD ↗
70
SANDBOX FINANCIAL PARTNERS, LLC — crossed $500M in regulatory AUM ($463.7M -> $575.2M). IAPD ↗
70
VALTINSON BRUNER FINANCIAL PLANNING — crossed $500M in regulatory AUM ($478.1M -> $603.7M). IAPD ↗
70
WEALTHBRIDGE CAPITAL MANAGEMENT, LLC — crossed $500M in regulatory AUM ($467.8M -> $599.0M). IAPD ↗
70
SKYOAK WEALTH — crossed $500M in regulatory AUM ($497.0M -> $601.4M). IAPD ↗
70
MATTERN WEALTH MANAGEMENT LLC — crossed $500M in regulatory AUM ($481.6M -> $533.7M). IAPD ↗
70
LGG FINANCIAL — crossed $500M in regulatory AUM ($492.7M -> $525.2M). IAPD ↗
70
SAFEGUARD WEALTH MANAGEMENT — crossed $500M in regulatory AUM ($338.5M -> $601.0M). IAPD ↗
70
GREY FOX WEALTH ADVISORS, LLC — crossed $500M in regulatory AUM ($382.6M -> $544.1M). IAPD ↗
70
LEVERTY FINANCIAL GROUP, LLC — crossed $500M in regulatory AUM ($481.3M -> $567.4M). IAPD ↗
70
PROALTUS USA — crossed $500M in regulatory AUM ($406.3M -> $505.8M). IAPD ↗
70
LONG RUN WEALTH ADVISORS, LLC — crossed $500M in regulatory AUM ($442.0M -> $514.2M). IAPD ↗
70
FOURPATH CAPITAL MANAGEMENT, LLC — crossed $500M in regulatory AUM ($470.1M -> $931.1M). IAPD ↗
70
EMPOWER FINANCIAL ADVISORY, LLC — crossed $500M in regulatory AUM ($411.7M -> $535.0M). IAPD ↗
70
INNOVATIVE WEALTH BUILDING LLC — crossed $500M in regulatory AUM ($418.7M -> $525.0M). IAPD ↗
70
STRONG TOWER ADVISORY SERVICES — crossed $500M in regulatory AUM ($427.5M -> $654.5M). IAPD ↗
70
PRESILIUM PRIVATE WEALTH, LLC — crossed $500M in regulatory AUM ($442.9M -> $554.2M). IAPD ↗
70
UPTICK PARTNERS, LLC — crossed $500M in regulatory AUM ($398.6M -> $688.1M). IAPD ↗
70
GILLILAND JETER WEALTH MANAGEMENT, LLC — crossed $500M in regulatory AUM ($454.5M -> $505.3M). IAPD ↗
70
THE SALVETTI GROUP — crossed $500M in regulatory AUM ($487.2M -> $607.2M). IAPD ↗
70
GREAT HILL CAPITAL, LLC — crossed $500M in regulatory AUM ($341.0M -> $631.8M). IAPD ↗
70
ADVANTAGE RETIREMENT GROUP — crossed $500M in regulatory AUM ($459.0M -> $518.3M). IAPD ↗
70
FAIRVOY PRIVATE WEALTH, LLC — crossed $500M in regulatory AUM ($460.2M -> $513.2M). IAPD ↗
70
COSTELLO ASSET MANAGEMENT, INC. — reported RAUM up 63% ($212.9M -> $347.9M). IAPD ↗
70
POINCIANA ADVISORS GROUP, LLC — reported RAUM up 60% ($210.1M -> $336.3M). IAPD ↗
70
ASSET STRATEGY ADVISORS, LLC — reported RAUM up 65% ($557.0M -> $917.8M). IAPD ↗
70
OPTIMUS CAPITAL ADVISORS, LLC — reported RAUM up 90% ($129.1M -> $245.1M). IAPD ↗
70
SAGE MOUNTAIN ADVISORS, LLC — reported RAUM up 54% ($2.19B -> $3.36B). IAPD ↗
70
BERGER FINANCIAL GROUP — reported RAUM up 51% ($1.66B -> $2.50B). IAPD ↗
70
TRU INDEPENDENCE ASSET MANAGEMENT 2, LLC — reported RAUM up 85% ($117.2M -> $217.1M). IAPD ↗
70
OLISTICO WEALTH, LLC — reported RAUM up 61% ($201.8M -> $325.8M). IAPD ↗
70
MONTHIE WEALTH ADVISORS — reported RAUM up 88% ($29.4M -> $55.3M). IAPD ↗
70
HERITAGE OAK WEALTH ADVISORS — reported RAUM up 63% ($177.8M -> $289.9M). IAPD ↗
70
CATALYST WEALTH MANAGEMENT LLC — reported RAUM up 132% ($20.6M -> $47.7M). IAPD ↗
70
CORNERSTONE ALTERNATIVES — reported RAUM up 76% ($103.3M -> $181.4M). IAPD ↗
70
WHITWELL ADVISORS — reported RAUM up 103% ($55.4M -> $112.6M). IAPD ↗
70
RAINIER FAMILY WEALTH, INC. — reported RAUM up 122% ($107.2M -> $237.7M). IAPD ↗
70
PARK SQUARE FINANCIAL GROUP LLC — reported RAUM up 93% ($107.8M -> $208.2M). IAPD ↗
70
RICHARDS MERRILL WEALTH MANAGEMENT — grew from 8 to 10 advisory reps. IAPD ↗
70
FIERSTON FINANCIAL GROUP INC — grew from 2 to 4 advisory reps. IAPD ↗
70
WINANS INVESTMENTS — grew from 2 to 4 advisory reps. IAPD ↗
70
PARAGON CAPITAL MANAGEMENT LLC — grew from 6 to 8 advisory reps. IAPD ↗
70
ALPHA CAPITAL MANAGEMENT — grew from 4 to 6 advisory reps. IAPD ↗
70
WORLEY ERHART-GRAVES FINANCIAL ADVISORS, INC. — grew from 9 to 11 advisory reps. IAPD ↗
70
SCOTT MARSH FINANCIAL, LLC — grew from 1 to 6 advisory reps. IAPD ↗
70
WEALTHEDGE INVESTMENT ADVISORS LLC — grew from 4 to 6 advisory reps. IAPD ↗
70
FINANCIAL LIFE ADVISORS — grew from 6 to 8 advisory reps. IAPD ↗
70
KEYES, STANGE & WOOTEN WEALTH MANAGEMENT, LLC — grew from 3 to 5 advisory reps. IAPD ↗
70
THE CAPITAL ADVISORY GROUP ADVISORY SERVICES, LLC — grew from 5 to 7 advisory reps. IAPD ↗
70
BALLENTINE CAPITAL ADVISORS, INC. — grew from 3 to 5 advisory reps. IAPD ↗
70
PRECISION FINANCIAL SERVICES — grew from 9 to 11 advisory reps. IAPD ↗
70
FIRST FINANCIAL COACHING, INC. — grew from 8 to 10 advisory reps. IAPD ↗
70
BLACKHAWK CAPITAL PARTNERS, LLC — grew from 6 to 8 advisory reps. IAPD ↗
70
VERDAD ADVISERS, L.P. — grew from 4 to 6 advisory reps. IAPD ↗
70
DIVERSIFI CAPITAL LLC — grew from 7 to 9 advisory reps. IAPD ↗
70
PREMIA GLOBAL ADVISORS, LLC — grew from 1 to 3 advisory reps. IAPD ↗
70
SITRIN CAPITAL MANAGEMENT, LLC — grew from 4 to 6 advisory reps. IAPD ↗
70
MRA ADVISORY GROUP — grew from 6 to 8 advisory reps. IAPD ↗
70
ARKFELD WEALTH STRATEGIES, L.L.C. — grew from 3 to 5 advisory reps. IAPD ↗
70
CORDIS FINANCIAL, LLC — grew from 3 to 5 advisory reps. IAPD ↗
70
WEALTHBRIDGE CAPITAL MANAGEMENT, LLC — grew from 2 to 4 advisory reps. IAPD ↗
70
PROSPERITY PLANNING — grew from 8 to 10 advisory reps. IAPD ↗
70
MY PERSONAL CFO, LLC — grew from 1 to 3 advisory reps. IAPD ↗
70
LEGACY WEALTH MANAGEMENT, LLC — grew from 1 to 3 advisory reps. IAPD ↗
70
BOOKENDS FINANCIAL PLANNING — grew from 3 to 5 advisory reps. IAPD ↗
70
BROWN | MILLER WEALTH MANAGEMENT, LLC — grew from 7 to 9 advisory reps. IAPD ↗
70
RETIREMENT PLANNING GROUP, LLC — grew from 2 to 4 advisory reps. IAPD ↗
70
ROOTED WEALTH ADVISORS — grew from 5 to 7 advisory reps. IAPD ↗
70
ENVISION FINANCIAL LLC — grew from 2 to 4 advisory reps. IAPD ↗
70
SOLIDARITY WEALTH, LLC — grew from 7 to 9 advisory reps. IAPD ↗
70
SINGER WEALTH ADVISORS LLC — grew from 10 to 12 advisory reps. IAPD ↗
70
STONEBROOK PRIVATE LLC — grew from 2 to 4 advisory reps. IAPD ↗
70
TIDEMARK, LLC — grew from 6 to 8 advisory reps. IAPD ↗
70
INDIVISIBLE PARTNERS — grew from 1 to 3 advisory reps. IAPD ↗
70
FPNAVIGATORS — grew from 3 to 5 advisory reps. IAPD ↗
70
LATHROP INVESTMENT MANAGEMENT COMPANY — grew from 2 to 4 advisory reps. IAPD ↗
70
RIVERBEND WEALTH MANAGEMENT, LLC — 's provisional registration is now fully approved. IAPD ↗
70
MUNIFI, LLC — 's provisional registration is now fully approved. IAPD ↗
70
WHITWELL ADVISORS — 's provisional registration is now fully approved. IAPD ↗
70
PLUM POINTE WEALTH MANAGEMENT — 's provisional registration is now fully approved. IAPD ↗
70
STONEHAVEN WEALTH & TAX SOLUTIONS — 's provisional registration is now fully approved. IAPD ↗
70
THE LIFE WEALTH GROUP — 's provisional registration is now fully approved. IAPD ↗
70
LOOMIS CAPITAL MANAGEMENT — 's provisional registration is now fully approved. IAPD ↗
70
CATOCTIN RIDGE WEALTH PARTNER — 's provisional registration is now fully approved. IAPD ↗
70
GEN INVEST LLC — 's provisional registration is now fully approved. IAPD ↗
70
WEALTH INTELLIGENCE, LLC — 's provisional registration is now fully approved. IAPD ↗
70
TRITONPOINT PARTNERS, LLC — 's provisional registration is now fully approved. IAPD ↗
70
WALLEYE PARTNERS LLC — 's provisional registration is now fully approved. IAPD ↗
69
GREENWOOD GEARHART INC. — reported RAUM up 48% ($1.11B -> $1.64B). IAPD ↗
69
MERIT FINANCIAL ADVISORS — reported RAUM up 46% ($7.25B -> $10.58B). IAPD ↗
69
DIVERSIFI CAPITAL LLC — reported RAUM up 59% ($287.6M -> $456.9M). IAPD ↗
69
MANUKA FINANCIAL — reported RAUM up 72% ($109.2M -> $187.5M). IAPD ↗
69
PROSPERA CAPITAL MANAGEMENT, LLC — reported RAUM up 56% ($188.2M -> $292.7M). IAPD ↗
68
ELTEKON ADVISORS, LLC. — reported RAUM up 50% ($200.0M -> $300.0M). IAPD ↗
68
SAX WEALTH ADVISORS, LLC — reported RAUM up 40% ($1.74B -> $2.44B). IAPD ↗
68
SCHEAR INVESTMENT ADVISERS, LLC — reported RAUM up 70% ($139.5M -> $236.6M). IAPD ↗
68
TRAJAN WEALTH, L.L.C. — reported RAUM up 44% ($1.37B -> $1.97B). IAPD ↗
68
INSIGHT INVESTMENT COUNSEL — reported RAUM up 69% ($136.3M -> $230.0M). IAPD ↗
68
VISION RETIREMENT — reported RAUM up 69% ($142.1M -> $240.5M). IAPD ↗
68
ROOSEVELT CAPITAL MANAGEMENT LLC — reported RAUM up 52% ($202.3M -> $306.5M). IAPD ↗
68
GOLDEN RESERVE RETIREMENT, LLC — reported RAUM up 55% ($201.1M -> $310.9M). IAPD ↗
68
OPENAIR FINANCIAL, LLC — reported RAUM up 53% ($183.0M -> $280.8M). IAPD ↗
68
FEFA FINANCIAL — reported RAUM up 54% ($191.4M -> $294.8M). IAPD ↗
68
BLALOCK WILLIAMS, LLC — reported RAUM up 67% ($105.5M -> $176.2M). IAPD ↗
68
ACCESS SOFTEK ADVISORY SERVICES — grew from 1 to 4 advisory reps. IAPD ↗
68
ELEVATION ADVISORY PARTNERS LLC — grew from 4 to 7 advisory reps. IAPD ↗
68
WINCAP FINANCIAL LLC — grew from 2 to 5 advisory reps. IAPD ↗
68
ZERO DAY CAPITAL ENTERPRISES LLC — grew from 7 to 10 advisory reps. IAPD ↗
68
WHITWELL ADVISORS — grew from 3 to 6 advisory reps. IAPD ↗
67
JDH WEALTH MANAGEMENT, LLC — reported RAUM up 49% ($323.4M -> $483.1M). IAPD ↗
67
RADEMACHER FINANCIAL, INC. — reported RAUM up 46% ($180.5M -> $262.9M). IAPD ↗
67
THE CAPITAL ADVISORY GROUP ADVISORY SERVICES, LLC — reported RAUM up 45% ($277.1M -> $402.8M). IAPD ↗
67
SECURE ASSET MANAGEMENT, L.L.C. — reported RAUM up 48% ($599.6M -> $890.0M). IAPD ↗
67
KINGSVIEW WEALTH MANAGEMENT, LLC — reported RAUM up 39% ($4.85B -> $6.75B). IAPD ↗
67
ETESIAN WEALTH ADVISORS, INC. — reported RAUM up 50% ($284.7M -> $426.8M). IAPD ↗
67
ZANETTI FINANCIAL, LLC — reported RAUM up 46% ($276.4M -> $404.5M). IAPD ↗
67
KDT ADVISORS, LLC — reported RAUM up 60% ($143.3M -> $229.8M). IAPD ↗
67
TEAM HEWINS, LLC — reported RAUM up 37% ($2.50B -> $3.43B). IAPD ↗
67
OATH PLANNING, LLC — reported RAUM up 62% ($123.5M -> $200.6M). IAPD ↗
67
THRIVE RETIREMENT SPECIALISTS — reported RAUM up 63% ($128.3M -> $209.5M). IAPD ↗
67
NORTHBRIDGE FINANCIAL GROUP, LLC — reported RAUM up 46% ($209.3M -> $305.6M). IAPD ↗
67
CORNERSTONE PORTFOLIO RESEARCH — reported RAUM up 37% ($1.35B -> $1.85B). IAPD ↗
67
FIAT WEALTH MANAGEMENT — reported RAUM up 46% ($254.6M -> $370.6M). IAPD ↗
67
NEW WAVE WEALTH ADVISORS — reported RAUM up 46% ($215.3M -> $315.0M). IAPD ↗
67
PORTFOLIO ADVISORS, INC. — grew from 3 to 5 advisory reps. IAPD ↗
67
MARTIN CAPITAL ADVISORS, LLP — grew from 8 to 10 advisory reps. IAPD ↗
67
QCA CAPITAL MANAGEMENT INC — grew from 2 to 4 advisory reps. IAPD ↗
67
BRADESCO GLOBAL ADVISORS — grew from 8 to 10 advisory reps. IAPD ↗
67
JH ADVISORS — grew from 2 to 4 advisory reps. IAPD ↗
67
COMMERCE ADVISORS, LLC — grew from 2 to 4 advisory reps. IAPD ↗
67
ISRAEL INVESTMENT ADVISORS, LLC — grew from 2 to 4 advisory reps. IAPD ↗
67
OAR FINANCIAL — grew from 2 to 4 advisory reps. IAPD ↗
67
COMMONS CAPITAL, LLC — grew from 4 to 6 advisory reps. IAPD ↗
67
FOUR POINTS ADVISORS, LLC — grew from 5 to 7 advisory reps. IAPD ↗
67
CYR FINANCIAL INC. — grew from 4 to 6 advisory reps. IAPD ↗
67
PFG PRIVATE WEALTH MANAGEMENT, LLC — grew from 6 to 8 advisory reps. IAPD ↗
67
GO WEALTH MANAGEMENT — grew from 7 to 9 advisory reps. IAPD ↗
67
DEAN WEALTH PARTNERS, LLC — grew from 1 to 3 advisory reps. IAPD ↗
67
CALDERWOOD FINANCIAL STRATEGIES, INC. — grew from 1 to 3 advisory reps. IAPD ↗
67
WAYSTONE ADVISORS LLC — grew from 2 to 4 advisory reps. IAPD ↗
67
PARK SQUARE FINANCIAL GROUP LLC — grew from 4 to 6 advisory reps. IAPD ↗
66
REAVES ASSET MANAGEMENT — reported RAUM up 33% ($3.07B -> $4.09B). IAPD ↗
66
SCOTT MARSH FINANCIAL, LLC — reported RAUM up 56% ($147.2M -> $230.0M). IAPD ↗
66
SCS CAPITAL MANAGEMENT LLC — reported RAUM up 31% ($30.19B -> $39.64B). IAPD ↗
66
INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC — reported RAUM up 31% ($1.69B -> $2.21B). IAPD ↗
66
VICTRIX INVESTMENT ADVISORS — reported RAUM up 45% ($180.6M -> $261.4M). IAPD ↗
66
JOHNSON BRUNETTI — reported RAUM up 33% ($1.58B -> $2.11B). IAPD ↗
66
BANKERS LIFE ADVISORY SERVICES, INC. — reported RAUM up 31% ($1.49B -> $1.94B). IAPD ↗
66
401K INVESTMENT PROFESSIONALS — reported RAUM up 45% ($215.0M -> $311.0M). IAPD ↗
66
BUCKET LIST WEALTH MANAGEMENT, LLC — reported RAUM up 56% ($104.5M -> $162.6M). IAPD ↗
66
AVESTAR CAPITAL, LLC — reported RAUM up 34% ($1.14B -> $1.53B). IAPD ↗
66
WHARTON MIDMARKET INVESTMENT ADVISORS INC — reported RAUM up 58% ($140.7M -> $222.4M). IAPD ↗
66
SAGACE WEALTH MANAGEMENT — reported RAUM up 56% ($100.4M -> $156.5M). IAPD ↗
66
EDGEROCK WEALTH MANAGEMENT — reported RAUM up 45% ($325.1M -> $470.5M). IAPD ↗
66
ROOTED WEALTH ADVISORS — reported RAUM up 43% ($223.0M -> $318.3M). IAPD ↗
66
HOXTON PLANNING & MANAGEMENT, LLC — reported RAUM up 41% ($348.4M -> $491.6M). IAPD ↗
66
FAMILY WEALTH PLANNING PARTNERS — reported RAUM up 44% ($217.8M -> $313.5M). IAPD ↗
66
MOKAN WEALTH MANAGEMENT — reported RAUM up 58% ($110.4M -> $174.7M). IAPD ↗
65
CITIZENS SECURITIES, INC. — reported RAUM up 26% ($7.31B -> $9.19B). IAPD ↗
65
TRANSAMERICA RETIREMENT ADVISORS, LLC — reported RAUM up 27% ($12.68B -> $16.16B). IAPD ↗
65
MOWERY & SCHOENFELD WEALTH MANAGEMENT, LLC — reported RAUM up 36% ($286.7M -> $389.2M). IAPD ↗
65
CHESAPEAKE FINANCIAL ADVISORS — reported RAUM up 37% ($192.5M -> $263.7M). IAPD ↗
65
WATTS GWILLIAM & COMPANY, LLC — reported RAUM up 35% ($604.6M -> $818.9M). IAPD ↗
65
CLUTTERBUCK CAPITAL MANAGEMENT LLC — reported RAUM up 53% ($144.6M -> $221.4M). IAPD ↗
65
GUNDERSON CAPITAL MANAGEMENT — reported RAUM up 38% ($227.7M -> $315.3M). IAPD ↗
65
EVEREST MANAGEMENT CORP. — reported RAUM up 38% ($222.4M -> $307.0M). IAPD ↗
65
AVIOR WEALTH MANAGEMENT, LLC — reported RAUM up 28% ($3.99B -> $5.08B). IAPD ↗
65
SPLIT ROCK PRIVATE TRADING AND WEALTH MANAGEMENT LLC — reported RAUM up 38% ($224.5M -> $308.7M). IAPD ↗
65
HALL CAPITAL, LLC — reported RAUM up 53% ($107.3M -> $164.0M). IAPD ↗
65
BLACKHAWK CAPITAL PARTNERS, LLC — reported RAUM up 38% ($244.1M -> $336.4M). IAPD ↗
65
POST OAK PRIVATE WEALTH ADVISORS — reported RAUM up 38% ($204.5M -> $282.0M). IAPD ↗
65
GOVERNMENT PORTFOLIO ADVISORS LLC — reported RAUM up 26% ($20.48B -> $25.90B). IAPD ↗
65
RFG WEALTH ADVISORY — reported RAUM up 36% ($273.1M -> $371.3M). IAPD ↗
65
SVRN ASSET MANAGEMENT, LLC — reported RAUM up 54% ($137.9M -> $211.9M). IAPD ↗
65
ALTRAVUE CAPITAL, LLC — reported RAUM up 26% ($1.12B -> $1.41B). IAPD ↗
65
MCCAY WEALTH ADVISORY LLC — reported RAUM up 35% ($284.4M -> $384.6M). IAPD ↗
65
SIEBERT ADVISORNXT, LLC. — reported RAUM up 35% ($212.6M -> $287.6M). IAPD ↗
65
CHICAGO CAPITAL, LLC — reported RAUM up 27% ($3.53B -> $4.48B). IAPD ↗
65
KMG FIDUCIARY PARTNERS, LLC — reported RAUM up 27% ($1.26B -> $1.60B). IAPD ↗
65
CAVU WEALTH MANAGEMENT — reported RAUM up 53% ($114.5M -> $175.0M). IAPD ↗
65
INVESTMENT PLANNING ADVISORS — reported RAUM up 39% ($240.4M -> $334.1M). IAPD ↗
65
LEGACY WEALTH MANAGEMENT, LLC — reported RAUM up 38% ($304.9M -> $421.1M). IAPD ↗
65
BROWNLEE WEALTH MANAGEMENT — reported RAUM up 40% ($212.0M -> $295.8M). IAPD ↗
65
RISE ADVISORS, LLC — reported RAUM up 36% ($250.1M -> $340.9M). IAPD ↗
65
CHOKSHI & QUEEN WEALTH ADVISORS — reported RAUM up 52% ($148.5M -> $226.1M). IAPD ↗
65
HAMILTON CAPITAL PARTNERS, LLC — reported RAUM up 40% ($215.9M -> $301.2M). IAPD ↗
65
36 NORTH CAPITAL MANAGEMENT, LLC — reported RAUM up 30% ($1.81B -> $2.35B). IAPD ↗
65
INVICTUS PRIVATE WEALTH, LLC — reported RAUM up 26% ($1.07B -> $1.35B). IAPD ↗
65
MAINSAIL FINANCIAL GROUP — reported RAUM up 40% ($191.6M -> $268.2M). IAPD ↗
65
ZENITH WEALTH ADVISORS — reported RAUM up 36% ($223.6M -> $303.0M). IAPD ↗
65
COMPOUND GLOBAL ADVISORS, LLC — reported RAUM up 36% ($599.4M -> $813.0M). IAPD ↗
65
TIDEMARK, LLC — reported RAUM up 38% ($250.5M -> $344.6M). IAPD ↗
64
ADDIS & HILL, INCORPORATED — reported RAUM up 49% ($147.3M -> $218.9M). IAPD ↗
64
JOHNSON WEALTH MANAGEMENT, LLC — reported RAUM up 30% ($196.9M -> $256.9M). IAPD ↗
64
OLD MISSION INVESTMENT COMPANY, LLC — reported RAUM up 31% ($679.5M -> $890.8M). IAPD ↗
64
PRIMETRUST ADVISORS LLC — reported RAUM up 32% ($299.0M -> $394.5M). IAPD ↗
64
REGISTER FINANCIAL ADVISORS, LLC — reported RAUM up 34% ($296.1M -> $396.9M). IAPD ↗
64
LONESTAR REGISTERED INVESTMENT ADVISORS, PLLC — reported RAUM up 45% ($113.0M -> $164.2M). IAPD ↗
64
TONY WALKER FINANCIAL — reported RAUM up 31% ($239.3M -> $312.8M). IAPD ↗
64
ARCHER INVESTMENT MANAGEMENT — reported RAUM up 35% ($229.6M -> $308.9M). IAPD ↗
64
MATTSON FINANCIAL SERVICES, LLC — reported RAUM up 31% ($295.6M -> $387.0M). IAPD ↗
64
CLADIS INVESTMENT ADVISORY LLC — reported RAUM up 48% ($139.9M -> $206.6M). IAPD ↗
64
XCEL WEALTH MANAGEMENT, LLC — reported RAUM up 33% ($343.4M -> $457.6M). IAPD ↗
64
LANE HIPPLE - WEALTH MANAGEMENT GROUP — reported RAUM up 33% ($313.9M -> $418.5M). IAPD ↗
64
MONTGOMERY FINANCIAL — reported RAUM up 48% ($112.9M -> $167.0M). IAPD ↗
64
BENTLEY FINANCIAL GROUP — reported RAUM up 34% ($240.0M -> $321.0M). IAPD ↗
64
CFG RETIREMENT — reported RAUM up 47% ($123.4M -> $181.8M). IAPD ↗
64
LEADING EDGE FINANCIAL PLANNING LLC — reported RAUM up 32% ($273.7M -> $360.2M). IAPD ↗
64
IRONBRIDGE PRIVATE WEALTH, LLC — reported RAUM up 31% ($239.5M -> $314.8M). IAPD ↗
64
LIONSHEAD WEALTH MANAGEMENT, LLC — reported RAUM up 46% ($139.7M -> $203.7M). IAPD ↗
64
NEW WORLD ADVISORS LLC — reported RAUM up 32% ($548.6M -> $722.8M). IAPD ↗
64
WEALTHSPAN PARTNERS, LLC — reported RAUM up 34% ($282.5M -> $378.8M). IAPD ↗
64
ABLE WEALTH MANAGEMENT LLC — reported RAUM up 32% ($244.4M -> $322.1M). IAPD ↗
64
HEMMING& WEALTH MANAGEMENT, INC. — reported RAUM up 33% ($190.5M -> $253.1M). IAPD ↗
64
LEVEL WEALTH MANAGEMENT LLC — reported RAUM up 46% ($124.3M -> $181.7M). IAPD ↗
64
KAUFMAN ROSSIN WEALTH, LLC — reported RAUM up 35% ($224.8M -> $302.9M). IAPD ↗
64
THEORY FINANCIAL — reported RAUM up 33% ($212.4M -> $282.8M). IAPD ↗
64
NORTHSTAR ADVISORY GROUP, LLC — reported RAUM up 32% ($253.1M -> $334.4M). IAPD ↗
64
THREE CORD TRUE WEALTH MANAGEMENT, LLC — reported RAUM up 32% ($191.2M -> $252.2M). IAPD ↗
64
HF ADVISORY GROUP, LLC — reported RAUM up 32% ($189.1M -> $250.4M). IAPD ↗
64
CODEX CAPITAL ASSET MANAGEMENT, L.L.C. — reported RAUM up 32% ($195.5M -> $258.1M). IAPD ↗
64
MASSO TORRENCE WEALTH MANAGEMENT INC. — reported RAUM up 31% ($248.5M -> $326.5M). IAPD ↗
64
ELITE RETIREMENT GROUP — reported RAUM up 46% ($115.2M -> $168.4M). IAPD ↗
64
VIRTUS FINANCIAL PARTNERS — reported RAUM up 45% ($77.6M -> $112.9M). IAPD ↗
64
GUIDANCE CAPITAL, INC. — reported RAUM up 33% ($288.3M -> $384.2M). IAPD ↗
64
FREEDOM FIDUCIARIES LLC — reported RAUM up 32% ($331.6M -> $437.6M). IAPD ↗
63
GRAHAM, BORDELON, GOLSON & GILBERT, INC. — reported RAUM up 29% ($291.6M -> $375.0M). IAPD ↗
63
RBF WEALTH ADVISORS — reported RAUM up 25% ($517.5M -> $647.7M). IAPD ↗
63
DARROW WEALTH MANAGEMENT — reported RAUM up 26% ($245.5M -> $308.1M). IAPD ↗
63
WINANS INVESTMENTS — reported RAUM up 28% ($258.2M -> $330.1M). IAPD ↗
63
CHERRY CREEK INVESTMENT ADVISORS INC — reported RAUM up 26% ($245.1M -> $308.9M). IAPD ↗
63
JAMISON PRIVATE WEALTH MANAGEMENT, INC. — reported RAUM up 28% ($665.8M -> $851.3M). IAPD ↗
63
HALTER FERGUSON FINANCIAL INC — reported RAUM up 29% ($378.2M -> $487.8M). IAPD ↗
63
MEADOWBROOK WEALTH MANAGEMENT, LLC — reported RAUM up 40% ($61.4M -> $86.2M). IAPD ↗
63
OMC FINANCIAL SERVICES LTD — reported RAUM up 27% ($225.7M -> $286.8M). IAPD ↗
63
SUMMA CORP. — reported RAUM up 27% ($361.6M -> $458.9M). IAPD ↗
63
DEMARS FINANCIAL GROUP LLC — reported RAUM up 25% ($232.4M -> $291.3M). IAPD ↗
63
HAGER INVESTMENT MANAGEMENT SERVICES, LLC — reported RAUM up 42% ($133.0M -> $189.4M). IAPD ↗
63
VOISARD ASSET MANAGEMENT GROUP — reported RAUM up 29% ($379.8M -> $490.2M). IAPD ↗
63
ALTAMONT CAPITAL MANAGEMENT — reported RAUM up 26% ($272.2M -> $341.8M). IAPD ↗
63
HORTER INVESTMENT MANAGEMENT, LLC — reported RAUM up 30% ($214.1M -> $278.0M). IAPD ↗
63
COMPASS PLANNING ASSOCIATES, INC. — reported RAUM up 44% ($138.8M -> $199.5M). IAPD ↗
63
INVESTOLOGY INC. — reported RAUM up 45% ($138.0M -> $200.0M). IAPD ↗
63
WEAVER CAPITAL MANAGEMENT, LLC — reported RAUM up 29% ($336.8M -> $434.1M). IAPD ↗
63
LOGIC CAPITAL MANAGEMENT, LLC — reported RAUM up 30% ($294.1M -> $381.2M). IAPD ↗
63
AZZENDO WEALTH ADVISORS — reported RAUM up 26% ($212.5M -> $268.0M). IAPD ↗
63
FREEDOM ADVISORY — reported RAUM up 26% ($554.3M -> $697.8M). IAPD ↗
63
GUIDANCE POINT ADVISORS, LLC — reported RAUM up 25% ($393.4M -> $492.4M). IAPD ↗
63
MINICHMACGREGOR WEALTH MANAGEMENT, LLC — reported RAUM up 26% ($501.3M -> $630.0M). IAPD ↗
63
TALBOT FINANCIAL, LLC — reported RAUM up 25% ($748.3M -> $937.5M). IAPD ↗
63
COMMONS CAPITAL, LLC — reported RAUM up 42% ($173.4M -> $246.1M). IAPD ↗
63
PEAK WEALTH MANAGEMENT, LLC — reported RAUM up 26% ($280.0M -> $352.0M). IAPD ↗
63
PARADY WEALTH MANAGEMENT — reported RAUM up 43% ($108.9M -> $156.1M). IAPD ↗
63
LEFT BRAIN WEALTH MANAGEMENT, LLC — reported RAUM up 28% ($243.4M -> $310.4M). IAPD ↗
63
TRIO ADVISORS, INC. — reported RAUM up 44% ($32.8M -> $47.1M). IAPD ↗
63
OAK HARVEST INVESTMENT SERVICES — reported RAUM up 29% ($728.8M -> $940.8M). IAPD ↗
63
WARREN STREET WEALTH ADVISORS, LLC — reported RAUM up 28% ($357.8M -> $457.8M). IAPD ↗
63
GAINPLAN LLC — reported RAUM up 26% ($381.1M -> $478.5M). IAPD ↗
63
GENCAP PORTFOLIO MANAGEMENT — reported RAUM up 28% ($309.2M -> $396.3M). IAPD ↗
63
SEASIDE WEALTH MANAGEMENT, INC. — reported RAUM up 27% ($284.8M -> $362.3M). IAPD ↗
63
SUMMIT FINANCIAL — reported RAUM up 30% ($196.5M -> $255.0M). IAPD ↗
63
CLOUD INVESTMENTS, LLC — reported RAUM up 26% ($238.1M -> $299.8M). IAPD ↗
63
SUMMIT WEALTH GROUP LLC — reported RAUM up 27% ($516.1M -> $656.3M). IAPD ↗
63
MILESTONE ASSET MANAGEMENT GROUP, LLC — reported RAUM up 41% ($157.8M -> $222.6M). IAPD ↗
63
SJBENEN ADVISORY, LLC — reported RAUM up 30% ($252.9M -> $328.5M). IAPD ↗
63
CAPITOL PRIVATE WEALTH GROUP LLC — reported RAUM up 26% ($357.8M -> $450.7M). IAPD ↗
63
KDM CAPITAL LLC — reported RAUM up 41% ($51.4M -> $72.3M). IAPD ↗
63
TCP ASSET MANAGEMENT, LLC — reported RAUM up 28% ($641.8M -> $822.1M). IAPD ↗
63
ELITE FINANCIAL, INC. — reported RAUM up 40% ($171.2M -> $239.8M). IAPD ↗
63
KLEINFELDER CAPITAL, INC. — reported RAUM up 25% ($244.8M -> $306.8M). IAPD ↗
63
MORTON BROWN FAMILY WEALTH LLC — reported RAUM up 26% ($317.9M -> $399.0M). IAPD ↗
63
ARCH GLOBAL ADVISORS, LLC — reported RAUM up 42% ($102.2M -> $144.8M). IAPD ↗
63
BRIDGES CAPITAL LLC — reported RAUM up 43% ($52.2M -> $74.7M). IAPD ↗
63
PRECISION WEALTH STRATEGIES, LLC — reported RAUM up 30% ($297.2M -> $386.3M). IAPD ↗
63
HIGHVIEW CAPITAL MANAGEMENT, LLC — reported RAUM up 30% ($280.7M -> $363.6M). IAPD ↗
63
ALPHA FINANCIAL PARTNERS LLC — reported RAUM up 27% ($295.0M -> $376.1M). IAPD ↗
63
TRIAGEN WEALTH MANAGEMENT LLC — reported RAUM up 26% ($375.0M -> $473.6M). IAPD ↗
63
JACKSONVILLE WEALTH MANAGEMENT — reported RAUM up 28% ($340.2M -> $434.6M). IAPD ↗
63
TELSEY CONSUMER FUND MANAGEMENT LP — reported RAUM up 43% ($29.0M -> $41.5M). IAPD ↗
63
EAGLE ROCK INVESTMENT COMPANY, LLC — reported RAUM up 25% ($527.8M -> $660.0M). IAPD ↗
63
CONSILIO WEALTH ADVISORS, LLC — reported RAUM up 27% ($359.7M -> $458.0M). IAPD ↗
63
GLOBAL WEALTH STRATEGIES AND ASSOCIATES, LLC — reported RAUM up 27% ($290.5M -> $369.6M). IAPD ↗
63
ALBANYADVISOR GROUP LLC — reported RAUM up 27% ($212.3M -> $270.5M). IAPD ↗
63
DKM WEALTH MANAGEMENT, INC. — reported RAUM up 27% ($216.3M -> $273.9M). IAPD ↗
63
TRANSCENDENT CAPITAL GROUP — reported RAUM up 26% ($248.5M -> $312.1M). IAPD ↗
63
DS INVESTMENT ADVISORS — reported RAUM up 28% ($270.0M -> $346.0M). IAPD ↗
63
DOVER ADVISORS, LLC — reported RAUM up 27% ($261.4M -> $332.6M). IAPD ↗
63
TRUEBLOOD WEALTH MANAGEMENT, LLC — reported RAUM up 30% ($331.6M -> $430.8M). IAPD ↗
63
BASE WEALTH MANAGEMENT — reported RAUM up 26% ($213.8M -> $269.9M). IAPD ↗
63
VOYAGE WEALTH MANAGEMENT, LLC — reported RAUM up 42% ($103.4M -> $147.0M). IAPD ↗
63
EVEXIA WEALTH, LLC — reported RAUM up 25% ($262.5M -> $329.4M). IAPD ↗
63
RAI WEALTH — reported RAUM up 25% ($326.1M -> $408.6M). IAPD ↗
63
HYJC CAPITAL OF WNY — reported RAUM up 43% ($41.7M -> $59.8M). IAPD ↗
63
ADAPT WEALTH ADVISORS, LLC — reported RAUM up 30% ($253.0M -> $327.8M). IAPD ↗
63
BEACON CAPITAL ADVISORY GROUP — reported RAUM up 44% ($105.5M -> $151.7M). IAPD ↗
62
QCA CAPITAL MANAGEMENT INC — reported RAUM up 36% ($135.4M -> $183.8M). IAPD ↗
62
SEVEN HILLS FINANCIAL, LLC — reported RAUM up 40% ($106.7M -> $149.1M). IAPD ↗
62
HIGH POINT WEALTH MANAGEMENT, LLC — reported RAUM up 36% ($127.7M -> $173.3M). IAPD ↗
62
ISRAEL INVESTMENT ADVISORS, LLC — reported RAUM up 35% ($34.0M -> $45.9M). IAPD ↗
62
BASCOMB MADISON & JAMES CAPITAL MANAGEMENT — reported RAUM up 40% ($106.0M -> $148.4M). IAPD ↗
62
BARING FINANCIAL LLC — reported RAUM up 38% ($136.4M -> $188.1M). IAPD ↗
62
BRAVE EAGLE WEALTH MANAGEMENT — reported RAUM up 38% ($52.0M -> $72.0M). IAPD ↗
62
CROSS BORDER WEALTH, LLC — reported RAUM up 39% ($100.0M -> $138.8M). IAPD ↗
62
BONFIRE FINANCIAL, LLC — reported RAUM up 39% ($142.2M -> $198.2M). IAPD ↗
62
VALUES ADDED FINANCIAL — reported RAUM up 36% ($172.6M -> $234.2M). IAPD ↗
62
SUNBEAM CAPITAL MANAGEMENT, LLC — reported RAUM up 40% ($152.7M -> $213.2M). IAPD ↗
62
GO WEALTH MANAGEMENT — reported RAUM up 36% ($121.8M -> $165.6M). IAPD ↗
62
VINES CAPITAL MANAGEMENT, LLC — reported RAUM up 37% ($123.2M -> $168.3M). IAPD ↗
62
CAPITAL CS GROUP, LLC — reported RAUM up 35% ($129.5M -> $175.4M). IAPD ↗
62
TARGET ROCK WEALTH MANAGEMENT, LLC — reported RAUM up 37% ($44.5M -> $60.8M). IAPD ↗
62
BULMAN WEALTH GROUP — reported RAUM up 35% ($148.2M -> $200.6M). IAPD ↗
62
DAUS FINANCIAL GROUP, LLC — reported RAUM up 37% ($154.1M -> $211.0M). IAPD ↗
61
SKA FINANCIAL SERVICES,INC. — reported RAUM up 33% ($113.0M -> $149.9M). IAPD ↗
61
MARTIN CAPITAL ADVISORS, LLP — reported RAUM up 33% ($125.0M -> $166.6M). IAPD ↗
61
INTEGRATED FINANCIAL SOLUTIONS, INC. — reported RAUM up 34% ($168.6M -> $226.6M). IAPD ↗
61
STERLING ASSET MANAGEMENT CO INC — reported RAUM up 33% ($65.4M -> $86.8M). IAPD ↗
61
FINANCIAL LIFE PLANNERS — reported RAUM up 31% ($133.0M -> $174.6M). IAPD ↗
61
YARDLEY WEALTH MANAGEMENT LLC — reported RAUM up 30% ($147.2M -> $192.0M). IAPD ↗
61
M.A. WHELAN FINANCIAL PLANNING — reported RAUM up 35% ($43.5M -> $58.7M). IAPD ↗
61
MERIDIAN WEALTH ADVISORS, LLC — reported RAUM up 33% ($108.8M -> $144.9M). IAPD ↗
61
FLAVIN FINANCIAL SERVICES, INC. — reported RAUM up 30% ($129.8M -> $168.9M). IAPD ↗
61
SPRINGDALE CAPITAL — reported RAUM up 30% ($42.6M -> $55.5M). IAPD ↗
61
WALNUT PRIVATE EQUITY PARTNERS, LLC — reported RAUM up 33% ($145.4M -> $193.5M). IAPD ↗
61
FULCRUM WEALTH ADVISORS, LLC — reported RAUM up 33% ($105.7M -> $140.1M). IAPD ↗
61
PETERSON FINANCIAL GROUP, INC. — reported RAUM up 30% ($190.4M -> $247.6M). IAPD ↗
61
DUTCH ASSET CORPORATION — reported RAUM up 30% ($69.9M -> $91.1M). IAPD ↗
61
GALLAGHER CAPITAL ADVISORS, LLC — reported RAUM up 30% ($155.4M -> $202.6M). IAPD ↗
61
HARDING WEALTH, INC. — reported RAUM up 30% ($124.4M -> $162.1M). IAPD ↗
61
SMITH & WYATT — reported RAUM up 32% ($119.8M -> $158.6M). IAPD ↗
61
COLORADO WEALTH GROUP LLC — reported RAUM up 34% ($175.8M -> $235.3M). IAPD ↗
61
DILLOW WEALTH MANAGEMENT LLC — reported RAUM up 31% ($168.6M -> $221.0M). IAPD ↗
61
DOWNSHIFT FINANCIAL — reported RAUM up 32% ($102.8M -> $135.4M). IAPD ↗
61
RETIREMENT INCOME STRATEGIES, LLC — reported RAUM up 32% ($117.2M -> $154.6M). IAPD ↗
61
KMT WEALTH MANAGEMENT, LLC — reported RAUM up 31% ($133.9M -> $174.9M). IAPD ↗
60
COBLER CAPITAL MANAGEMENT, LLC — reported RAUM up 28% ($126.6M -> $161.6M). IAPD ↗
60
GREGORY LYLE & CO. — reported RAUM up 25% ($162.9M -> $204.1M). IAPD ↗
60
CARMICHAEL CREEL INVESTMENTS — reported RAUM up 26% ($113.0M -> $141.9M). IAPD ↗
60
NORTHSTAR FINANCIAL ADVISORS, INC. — reported RAUM up 27% ($139.8M -> $177.5M). IAPD ↗
60
MWS CAPITAL CONSULTANTS LLC — reported RAUM up 25% ($125.6M -> $157.2M). IAPD ↗
60
NEW HORIZON FINANCIAL STRATEGIES, LLC — reported RAUM up 26% ($145.4M -> $183.8M). IAPD ↗
60
OFC WEALTH MANAGEMENT — reported RAUM up 25% ($122.2M -> $153.0M). IAPD ↗
60
MACE CAPITAL MANAGEMENT, LLC — reported RAUM up 28% ($58.2M -> $74.3M). IAPD ↗
60
FIDUCIARY MANAGEMENT GROUP, LLC — reported RAUM up 30% ($49.4M -> $64.2M). IAPD ↗
60
ALPENGLOBAL CAPITAL, LLC — reported RAUM up 28% ($132.2M -> $169.0M). IAPD ↗
60
BARRON FINANCIAL GROUP, LLP — reported RAUM up 28% ($131.6M -> $168.8M). IAPD ↗
60
ANDREW HILL INVESTMENT ADVISORS, INC. — reported RAUM up 29% ($172.7M -> $222.3M). IAPD ↗
60
RM SINCERBEAUX CAPITAL MANAGEMENT, LLC. — reported RAUM up 29% ($178.0M -> $230.0M). IAPD ↗
60
FINANCIAL INSTITUTION SERVICES, LLC — reported RAUM up 27% ($173.2M -> $220.4M). IAPD ↗
60
LARSEN WEALTH MANAGEMENT — reported RAUM up 26% ($120.4M -> $151.4M). IAPD ↗
60
TEEPLE SNYDER NEWSOME WEALTH MANAGEMENT — reported RAUM up 29% ($169.5M -> $217.9M). IAPD ↗
60
BAUTIS FINANCIAL, LLC — reported RAUM up 29% ($122.0M -> $156.8M). IAPD ↗
60
CHELSEA ADVISORY SERVICES, INC — reported RAUM up 26% ($101.0M -> $126.9M). IAPD ↗
60
WORTH ADVISORS — reported RAUM up 30% ($179.3M -> $232.9M). IAPD ↗
60
VIEWPOINT CAPITAL MANAGEMENT — reported RAUM up 28% ($177.6M -> $228.0M). IAPD ↗
60
OCTAVIA INVESTMENTS LLC — reported RAUM up 30% ($192.1M -> $248.9M). IAPD ↗
60
REDWOOD INVESTMENT GROUP, INC — reported RAUM up 27% ($139.0M -> $176.4M). IAPD ↗
60
INNOVA WEALTH PARTNERS, LLC — reported RAUM up 28% ($178.4M -> $228.2M). IAPD ↗
60
ONE HOPPER ASSET MANAGEMENT — reported RAUM up 26% ($40.9M -> $51.7M). IAPD ↗
60
SIMS INVESTMENT MANAGEMENT LLC — reported RAUM up 27% ($193.7M -> $245.9M). IAPD ↗
60
LEGACY WEALTH MANAGEMENT INC. — reported RAUM up 25% ($141.7M -> $177.3M). IAPD ↗
60
CULTIVATING WEALTH — reported RAUM up 27% ($131.2M -> $166.6M). IAPD ↗
60
MEDICUS WEALTH PLANNING, INC. — reported RAUM up 29% ($100.9M -> $130.3M). IAPD ↗
60
YOUR FINANCIAL PHARMACIST — reported RAUM up 28% ($27.7M -> $35.4M). IAPD ↗
60
VIRTUE ASSET MANAGEMENT LLC — reported RAUM up 26% ($147.7M -> $185.4M). IAPD ↗
60
ADVICE & PLANNING SERVICES LLC — reported RAUM up 27% ($133.9M -> $169.9M). IAPD ↗
60
PROTA FINANCIAL — reported RAUM up 28% ($182.0M -> $233.7M). IAPD ↗
60
RED CRANE WEALTH MANAGEMENT, LLC — reported RAUM up 26% ($106.0M -> $134.1M). IAPD ↗
60
LAUER WEALTH MANAGEMENT — reported RAUM up 26% ($141.1M -> $178.2M). IAPD ↗
60
KANE FINANCIAL — reported RAUM up 28% ($44.4M -> $56.6M). IAPD ↗
60
GRANT PRIVATE WEALTH MANAGEMENT — reported RAUM up 26% ($105.8M -> $133.9M). IAPD ↗
60
VESTED FINANCIAL PLANNING, LLC — reported RAUM up 27% ($101.6M -> $129.2M). IAPD ↗
60
AVANT FINANCIAL ADVISORS — reported RAUM up 25% ($126.6M -> $158.5M). IAPD ↗
60
FIDUCIARY WEALTH GROUP, LLC — reported RAUM up 26% ($110.7M -> $140.0M). IAPD ↗
60
COOKSEN WEALTH, LLC — reported RAUM up 26% ($141.9M -> $178.9M). IAPD ↗
60
BIRCH WEALTH MANAGEMENT — reported RAUM up 30% ($38.3M -> $49.7M). IAPD ↗
60
PALADINO WEALTH — reported RAUM up 28% ($129.1M -> $165.2M). IAPD ↗
60
WISE WEALTH PARTNERS, LLC — reported RAUM up 26% ($100.9M -> $126.6M). IAPD ↗
60
SKY-MOUNTAIN CAPITAL MANAGEMENT — reported RAUM up 27% ($148.3M -> $188.8M). IAPD ↗
60
ALLIANCE WEALTH MANAGEMENT PARTNERS LLC — reported RAUM up 27% ($184.3M -> $234.6M). IAPD ↗
60
VERUS FINANCIAL GROUP — reported RAUM up 29% ($100.7M -> $129.7M). IAPD ↗
60
TRUEWEALTH FINANCIAL PARTNERS — reported RAUM up 26% ($178.7M -> $224.7M). IAPD ↗
60
PEACE OF MIND WEALTH MANAGEMENT — reported RAUM up 26% ($169.3M -> $214.1M). IAPD ↗
60
CROWN POINT WEALTH ADVISORS — reported RAUM up 27% ($111.0M -> $141.5M). IAPD ↗
60
CENTERPOINT ADVISORY GROUP, LLC — reported RAUM up 27% ($186.4M -> $236.8M). IAPD ↗
60
CORNERSTONE FINANCIAL GROUP — reported RAUM up 25% ($146.9M -> $183.8M). IAPD ↗
60
LIFEGOAL WEALTH ADVISORS LLC — reported RAUM up 25% ($140.0M -> $175.0M). IAPD ↗
60
BLUE SKY CAPITAL CONSULTANTS GROUP, INC. — reported RAUM up 28% ($193.4M -> $247.8M). IAPD ↗
60
PINKERTON WEALTH PARTNERS — LLC is now doing business as PINKERTON WEALTH PARTNERS. IAPD ↗
60
D'ORAZIO WEALTH ADVISORS — D'ORAZIO & ASSOCIATES, INC. is now doing business as . IAPD ↗
60
WEALTHCROSSING — SBK FINANCIAL, INC. is now doing business as . IAPD ↗
60
MILLBURN RIDGEFIELD LLC — MILLBURN RIDGEFIELD CORPORATION is now doing business as . IAPD ↗
60
C2 PRIVATE WEALTH — STRATEGIC INVESTMENT ADVISORS, LLC is now doing business as . IAPD ↗
60
CAPTRUST WEALTH ADVISORS — CAPTRUST FINANCIAL ADVISORS is now doing business as . IAPD ↗
58
APC FINANCIAL PLANNING — ASSET PLANNING CORPORATION is now doing business as . IAPD ↗
58
CULLEN INVESTMENT GROUP — CULLEN ASSET MANAGEMENT is now doing business as . IAPD ↗
58
GUARDIAN WEALTH MANAGEMENT, LLC — GUARDIAN WEALTH MANAGEMENT, INC. is now doing business as . IAPD ↗
58
ADVOCATES WEALTH PLANNING — THE ADVOCATES is now doing business as . IAPD ↗
58
ESSEX PRIVATE WEALTH MANAGEMENT LLC — ESSEX PRIVATE WEALTH MANAGEMENT, LLC is now doing business as . IAPD ↗
58
HAPANOWICZ FINANCIAL — HAPANOWICZ & ASSOCIATES WEALTH MANAGEMENT is now doing business as . IAPD ↗
58
FOURPATH CAPITAL MANAGEMENT, LLC — PROSPERA PRIVATE WEALTH, LLC is now doing business as . IAPD ↗
58
FEFA FINANCIAL — VCI WEALTH MANAGEMENT LLC is now doing business as . IAPD ↗
58
STONEBROOK PRIVATE LLC — STONEBROOK PRIVATE INC. is now doing business as . IAPD ↗
55
EDWARD JONES — added office(s): 15075 -> 15321 additional locations. IAPD ↗
55
NORTHERN TRUST SECURITIES, INC — added office(s): 20 -> 24 additional locations. IAPD ↗
55
FLAGSTAR ADVISORS, INC. — added office(s): 16 -> 17 additional locations. IAPD ↗
55
CREATIVE PLANNING — added office(s): 79 -> 102 additional locations. IAPD ↗
55
CLEARSTEAD; HARTLAND & CO., LLC; CLEARSTEAD ADVISORY SOLUTIONS — added office(s): 8 -> 9 additional locations. IAPD ↗
55
TRANSAMERICA RETIREMENT ADVISORS, LLC — added office(s): 53 -> 158 additional locations. IAPD ↗
55
INTELLICENTS INVESTMENT SOLUTIONS INC — added office(s): 8 -> 9 additional locations. IAPD ↗
55
ALTFEST PERSONAL WEALTH MANAGEMENT — added office(s): 0 -> 1 additional locations. IAPD ↗
55
COOKSON PEIRCE WEALTH MANAGEMENT — added office(s): 2 -> 3 additional locations. IAPD ↗
55
CONSOLIDATED PORTFOLIO REVIEW CORP — added office(s): 22 -> 24 additional locations. IAPD ↗
55
SAX WEALTH ADVISORS, LLC — added office(s): 6 -> 9 additional locations. IAPD ↗
55
PINKERTON WEALTH PARTNERS — added office(s): 3 -> 4 additional locations. IAPD ↗
55
INVESTMENT MANAGEMENT GROUP — added office(s): 8 -> 9 additional locations. IAPD ↗
55
SCS CAPITAL MANAGEMENT LLC — added office(s): 4 -> 9 additional locations. IAPD ↗
55
TFO WEALTH PARTNERS — added office(s): 8 -> 9 additional locations. IAPD ↗
55
PROSPERITY - AN EISNERAMPER COMPANY — added office(s): 8 -> 9 additional locations. IAPD ↗
55
WEST FINANCIAL SERVICES, INC. — added office(s): 0 -> 1 additional locations. IAPD ↗
55
BEAR CREEK ASSET MANAGEMENT, LLC — added office(s): 0 -> 1 additional locations. IAPD ↗
55
MERIT FINANCIAL ADVISORS — added office(s): 47 -> 59 additional locations. IAPD ↗
55
SEACREST WEALTH MANAGEMENT, LLC — added office(s): 26 -> 27 additional locations. IAPD ↗
55
AVIOR WEALTH MANAGEMENT, LLC — added office(s): 14 -> 15 additional locations. IAPD ↗
55
TRAJAN WEALTH, L.L.C. — added office(s): 28 -> 37 additional locations. IAPD ↗
55
NORTHROCK PARTNERS, LLC — added office(s): 8 -> 10 additional locations. IAPD ↗
55
CABLE HILL PARTNERS, LLC — added office(s): 0 -> 1 additional locations. IAPD ↗
55
REVISOR WEALTH MANAGEMENT LLC — added office(s): 1 -> 2 additional locations. IAPD ↗
55
CLEAR CREEK FINANCIAL MANAGEMENT, LLC — added office(s): 24 -> 30 additional locations. IAPD ↗
55
ONE WEALTH ADVISORS, LLC — added office(s): 0 -> 1 additional locations. IAPD ↗
55
ONE WEALTH MAP, LLC — added office(s): 4 -> 5 additional locations. IAPD ↗
55
PROWELL FINANCIAL MANAGEMENT, LLC — added office(s): 0 -> 1 additional locations. IAPD ↗
55
LEXAURUM ADVISORS — added office(s): 19 -> 20 additional locations. IAPD ↗
55
LEO WEALTH, LLC — added office(s): 7 -> 8 additional locations. IAPD ↗
55
STRATEGIC WEALTH GROUP — added office(s): 7 -> 9 additional locations. IAPD ↗
55
EVERSOURCE WEALTH ADVISORS, LLC — added office(s): 25 -> 27 additional locations. IAPD ↗
55
VIDENT ASSET MANAGEMENT — added office(s): 4 -> 5 additional locations. IAPD ↗
55
CWS FINANCIAL ADVISORS LLC — added office(s): 0 -> 1 additional locations. IAPD ↗
55
KMG FIDUCIARY PARTNERS, LLC — added office(s): 4 -> 8 additional locations. IAPD ↗
55
BLEAKLEY FINANCIAL GROUP, LLC — added office(s): 20 -> 22 additional locations. IAPD ↗
55
SAPIENT CAPITAL LLC — added office(s): 2 -> 3 additional locations. IAPD ↗
55
ASTRA WEALTH MANAGEMENT GROUP — added office(s): 0 -> 2 additional locations. IAPD ↗
55
FINANCIAL STRATEGIES GROUP — CLASSIC ASSET MANAGEMENT, LLC is now doing business as . IAPD ↗
55
KRAEMATON INVESTMENT ADVISORS, INC. — KRAEMATON INVESTMENT ADVISORS, INC is now doing business as . IAPD ↗
55
BRADFORD FINANCIAL SERVICES CORP — BRADFORD FINANCIAL SERVICES, INC. is now doing business as . IAPD ↗
55
KLEINHENZ & ASSOCIATES LTD. — KLEINHENZ & ASSOCIATES, LTD. is now doing business as . IAPD ↗
55
LARSON FINANCIAL PLANNING INC. — LARSON FINANCIAL PLANNING, INC. is now doing business as . IAPD ↗
55
PARADY WEALTH MANAGEMENT — BLUEPRINT WEALTH MANAGEMENT is now doing business as . IAPD ↗
55
ONE WEALTH INVESTORS — ONEWEALTH is now doing business as . IAPD ↗
55
ALGORITHMIC INVESTMENT MODELS — BEAUMONT CAPITAL MANAGEMENT, LLC is now doing business as . IAPD ↗
55
SIMPLEVISOR — RIA GLOBAL RESEARCH, LLC is now doing business as . IAPD ↗
55
VINCENT WEALTH ADVISORS LLC — VINCENT WEALTH ADVISORS, LLC is now doing business as . IAPD ↗
53
THOR WEALTH MANAGEMENT INC — added office(s): 0 -> 1 additional locations. IAPD ↗
53
KUTSCHER BENNER BARSNESS & STEVENS, INC. — added office(s): 0 -> 6 additional locations. IAPD ↗
53
BOURNE LENT ASSET MANAGAMENT, INC. — added office(s): 1 -> 4 additional locations. IAPD ↗
53
ASTORIA STRATEGIC WEALTH, INC. — added office(s): 6 -> 7 additional locations. IAPD ↗
53
DEW WEALTH MANAGEMENT — added office(s): 9 -> 11 additional locations. IAPD ↗
53
AMERICAN MONEY MANAGEMENT, LLC — added office(s): 3 -> 4 additional locations. IAPD ↗
53
WEBSTERROGERS FINANCIAL ADVISORS, LLC — added office(s): 1 -> 2 additional locations. IAPD ↗
53
PRIVATE WEALTH GROUP, LLC — added office(s): 0 -> 1 additional locations. IAPD ↗
53
DISCIPLINED EQUITY MANAGEMENT, INC. — added office(s): 1 -> 2 additional locations. IAPD ↗
53
UHLER VERTICH WHITE ADVISORS — added office(s): 0 -> 1 additional locations. IAPD ↗
53
KEYES, STANGE & WOOTEN WEALTH MANAGEMENT, LLC — added office(s): 1 -> 2 additional locations. IAPD ↗
53
STRATEGIC INVESTMENT SOLUTIONS, INC. — added office(s): 4 -> 5 additional locations. IAPD ↗
53
PRECISION FINANCIAL SERVICES — added office(s): 3 -> 4 additional locations. IAPD ↗
53
SUMMIT PLACE FINANCIAL ADVISORS, LLC — added office(s): 3 -> 4 additional locations. IAPD ↗
53
BLUEPRINT INVESTING LLC — added office(s): 0 -> 1 additional locations. IAPD ↗
53
FINANCIAL ENHANCEMENT GROUP — added office(s): 4 -> 5 additional locations. IAPD ↗
53
FSA INVESTMENT GROUP, LLC — added office(s): 5 -> 6 additional locations. IAPD ↗
53
PROVIDER FINANCIAL, INC. — added office(s): 0 -> 1 additional locations. IAPD ↗
53
PROFESSIONAL FINANCIAL ADVISORS, LLC — added office(s): 4 -> 6 additional locations. IAPD ↗
53
SUNPOINTE INVESTMENTS — added office(s): 3 -> 4 additional locations. IAPD ↗
53
HOWARD BAILEY SECURITIES, LLC — added office(s): 3 -> 4 additional locations. IAPD ↗
53
GOLDEN RESERVE RETIREMENT, LLC — added office(s): 16 -> 41 additional locations. IAPD ↗
53
SILVER GROVE ADVISORY SERVICES — added office(s): 8 -> 9 additional locations. IAPD ↗
53
IRONBRIDGE PRIVATE WEALTH, LLC — added office(s): 0 -> 1 additional locations. IAPD ↗
53
MRA ADVISORY GROUP — added office(s): 3 -> 4 additional locations. IAPD ↗
53
INVICTA FINANCIAL GROUP — added office(s): 5 -> 6 additional locations. IAPD ↗
53
LIBRA WEALTH LLC — added office(s): 4 -> 6 additional locations. IAPD ↗
53
LIFEWORKS ADVISORS, LLC — added office(s): 24 -> 29 additional locations. IAPD ↗
53
COMPASS ADVISORS — added office(s): 0 -> 1 additional locations. IAPD ↗
53
MA PRIVATE WEALTH, LLC — added office(s): 1 -> 2 additional locations. IAPD ↗
53
4J WEALTH MANAGEMENT, LLC — added office(s): 3 -> 5 additional locations. IAPD ↗
53
SANDBOX FINANCIAL PARTNERS, LLC — added office(s): 3 -> 4 additional locations. IAPD ↗
53
PRECISION WEALTH STRATEGIES, LLC — added office(s): 1 -> 2 additional locations. IAPD ↗
53
TURNING POINT FINANCIAL — added office(s): 1 -> 2 additional locations. IAPD ↗
53
BOOKENDS FINANCIAL PLANNING — added office(s): 3 -> 4 additional locations. IAPD ↗
53
APRICUS WEALTH LLC — added office(s): 0 -> 4 additional locations. IAPD ↗
53
NORTHSTAR ADVISORY GROUP, LLC — added office(s): 2 -> 3 additional locations. IAPD ↗
53
SAFEGUARD WEALTH MANAGEMENT — added office(s): 6 -> 7 additional locations. IAPD ↗
53
CORNERSTONE PLANNING GROUP — added office(s): 4 -> 6 additional locations. IAPD ↗
53
FIVE OCEANS ADVISORS — added office(s): 2 -> 3 additional locations. IAPD ↗
53
VANCE WEALTH — added office(s): 2 -> 3 additional locations. IAPD ↗
53
ROOTED WEALTH ADVISORS — added office(s): 5 -> 6 additional locations. IAPD ↗
53
CLARENDON PRIVATE LLC — added office(s): 1 -> 2 additional locations. IAPD ↗
53
CARR FINANCIAL GROUP — added office(s): 3 -> 4 additional locations. IAPD ↗
53
MAINSAIL FINANCIAL GROUP — added office(s): 0 -> 1 additional locations. IAPD ↗
53
SCHAMBERGER, GREYLAK & UTTERBACK WEALTH MANAGEMENT, LLC — added office(s): 2 -> 3 additional locations. IAPD ↗
53
ETHOS FINANCIAL GROUP, LLC — added office(s): 5 -> 6 additional locations. IAPD ↗
53
BASE WEALTH MANAGEMENT — added office(s): 1 -> 2 additional locations. IAPD ↗
53
AURELIUS FAMILY OFFICE, LLC — added office(s): 4 -> 5 additional locations. IAPD ↗
53
UPTICK PARTNERS, LLC — added office(s): 2 -> 3 additional locations. IAPD ↗
53
MCCARTHY & COX RETIREMENT & ESTATE SPECIALISTS LLC — added office(s): 0 -> 1 additional locations. IAPD ↗
53
PITCAIRN WEALTH ADVISORS LLC — added office(s): 8 -> 9 additional locations. IAPD ↗
50
UMB FINANCIAL SERVICES, INC. — added office(s): 14 -> 15 additional locations. IAPD ↗
50
SETCHFIELD ASSET MANAGEMENT — added office(s): 0 -> 1 additional locations. IAPD ↗
50
KCD FINANCIAL, INC. — added office(s): 15 -> 17 additional locations. IAPD ↗
50
U.S. WEALTH GROUP, LLC — added office(s): 0 -> 1 additional locations. IAPD ↗
50
FINANCIAL INSTITUTION SERVICES, LLC — added office(s): 0 -> 1 additional locations. IAPD ↗
50
CHELSEA ADVISORY SERVICES, INC — added office(s): 18 -> 21 additional locations. IAPD ↗
50
BANKPLUS WEALTH ADVISORS — added office(s): 0 -> 2 additional locations. IAPD ↗
50
DELPHINUS FINANCIAL ADVISORS, LLC — added office(s): 1 -> 2 additional locations. IAPD ↗
50
WELCY CAPITAL ADVISORS LLC — added office(s): 0 -> 1 additional locations. IAPD ↗
50
EMPIRIC INSTITUTIONAL — added office(s): 0 -> 1 additional locations. IAPD ↗
50
VALUE INVESTMENT PROFESSIONALS, LLC — added office(s): 3 -> 4 additional locations. IAPD ↗
50
CAPITAL CITY WEALTH MANAGEMENT, INC. — added office(s): 1 -> 2 additional locations. IAPD ↗
50
SANDY MORRIS FINANCIAL & ESTATE PLANNING SERVICES, LLC — added office(s): 0 -> 1 additional locations. IAPD ↗
50
DIPSEA CAPITAL, LLC — added office(s): 0 -> 1 additional locations. IAPD ↗
50
APTUS FINANCIAL, LLC — added office(s): 9 -> 10 additional locations. IAPD ↗
50
PEAK WEALTH MANAGEMENT LLC — added office(s): 0 -> 4 additional locations. IAPD ↗
50
CROSS STATE FINANCIAL GROUP LLC — added office(s): 7 -> 8 additional locations. IAPD ↗
50
ST. JAMES INVESTMENT ADVISORS, LLC — added office(s): 0 -> 1 additional locations. IAPD ↗
50
SMITH BRUER ADVISORS — added office(s): 1 -> 2 additional locations. IAPD ↗
50
TREEHOUSE WEALTH ADVISORS — added office(s): 0 -> 1 additional locations. IAPD ↗
50
AVANT FINANCIAL ADVISORS — added office(s): 1 -> 2 additional locations. IAPD ↗
50
ACCESS SOFTEK ADVISORY SERVICES — added office(s): 3 -> 4 additional locations. IAPD ↗
50
SPYRNAL FINANCIAL GROUP — added office(s): 0 -> 1 additional locations. IAPD ↗
50
THOMPSON CAPITAL MANAGEMENT, LLC — added office(s): 1 -> 2 additional locations. IAPD ↗
50
WHARTON MIDMARKET INVESTMENT ADVISORS INC — added office(s): 0 -> 1 additional locations. IAPD ↗
50
CAPITAL CS GROUP, LLC — added office(s): 0 -> 3 additional locations. IAPD ↗
50
ELEVATION ADVISORY PARTNERS LLC — added office(s): 1 -> 3 additional locations. IAPD ↗
50
ELEVATION WEALTH MANAGEMENT — added office(s): 0 -> 2 additional locations. IAPD ↗
50
WINCAP FINANCIAL LLC — added office(s): 3 -> 4 additional locations. IAPD ↗
50
TRUEWEALTH FINANCIAL PARTNERS — added office(s): 0 -> 2 additional locations. IAPD ↗
50
MARIDEA WEALTH MANAGEMENT — added office(s): 8 -> 9 additional locations. IAPD ↗
50
ACCELERATE RETIREMENT — added office(s): 12 -> 13 additional locations. IAPD ↗
50
WAYSTONE ADVISORS LLC — added office(s): 2 -> 3 additional locations. IAPD ↗
50
BROADSTREET FAMILY OFFICE LLC — added office(s): 1 -> 2 additional locations. IAPD ↗
50
CATALYST WEALTH MANAGEMENT LLC — added office(s): 12 -> 13 additional locations. IAPD ↗
50
ZERO DAY CAPITAL ENTERPRISES LLC — added office(s): 6 -> 9 additional locations. IAPD ↗
50
WHITWELL ADVISORS — added office(s): 3 -> 6 additional locations. IAPD ↗
50
OLD BRIDGE WEALTH, INC — added office(s): 0 -> 1 additional locations. IAPD ↗
50
PLUM POINTE WEALTH MANAGEMENT — added office(s): 0 -> 1 additional locations. IAPD ↗
85
CORYELL INVESTMENT MANAGEMENT LP — (NEW YORK, NY) is newly SEC-registered (provisional 120-day approval) with $0 RAUM and 3 advisory reps. IAPD ↗institutional
85
THISTLE CREEK CAPITAL, LLC — (LEHI, UT) is newly SEC-registered with $183.6M RAUM and 6 advisory reps. IAPD ↗institutional
85
CARO INVESTORS — (CHEVY CHASE, MD) is newly SEC-registered (provisional 120-day approval) with $0 RAUM and 1 advisory reps. IAPD ↗institutional
85
DRC INVESTMENT ADVISORS, LLC — (SANTA MONICA, CA) is newly SEC-registered (provisional 120-day approval) with $0 RAUM and 5 advisory reps. IAPD ↗institutional
85
ADAMS STREET ADVISORS, LLC — (CHICAGO, IL) is newly SEC-registered with $0 RAUM and 142 advisory reps. IAPD ↗institutional
85
WILLOW PARTNER ADVISORS, LLC — (PRIDES CROSSING, MA) is newly SEC-registered with $0 RAUM and 10 advisory reps. IAPD ↗institutional
85
ALTIUM INVESTMENT STRATEGIES LLC — (WESLEY CHAPEL, FL) is newly SEC-registered (provisional 120-day approval) with $0 RAUM and 1 advisory reps. IAPD ↗institutional
85
THE FAMILY OFFICES GLOBAL VENTURES INC. — (NEW YORK, NY) is newly SEC-registered (provisional 120-day approval) with $0 RAUM and 2 advisory reps. IAPD ↗institutional
85
ELDRIDGE SME ADVISERS — (NEW YORK, NY) is newly SEC-registered (provisional 120-day approval) with $0 RAUM and 8 advisory reps. IAPD ↗institutional
85
EVERVIEW PARTNERS, L.P. — (NEW YORK, NY) is newly SEC-registered (provisional 120-day approval) with $0 RAUM and 1 advisory reps. IAPD ↗institutional
85
BLUE OWL ALTERNATIVE CREDIT ADVISORS II LLC — (NEW YORK, NY) is newly SEC-registered with $0 RAUM and 170 advisory reps. IAPD ↗institutional
85
CC CAPITAL INSURANCE ADVISORS LLC — (NEW YORK, NY) is newly SEC-registered (provisional 120-day approval) with $0 RAUM and 1 advisory reps. IAPD ↗institutional
85
OASIS CAPITAL PARTNERS — (GILBERT, AZ) is newly SEC-registered with $0 RAUM and 2 advisory reps. IAPD ↗institutional
85
AZORIA CAPITAL, INC. — (WASHINGTON, DC) is newly SEC-registered (provisional 120-day approval) with $0 RAUM and 3 advisory reps. IAPD ↗institutional
83
CROSSBEAM VENTURE PARTNERS — (NEW YORK, NY) is newly SEC-registered with $423.1M RAUM and 3 advisory reps. IAPD ↗fund
83
83
SITUATIONAL AWARENESS LP — (SAN FRANCISCO, CA) is newly SEC-registered with $383.0M RAUM and 2 advisory reps. IAPD ↗fund
80
PUISSANCE CAPITAL MANAGEMENT LP — (location n/a) is newly SEC-registered (provisional 120-day approval) with $14.9M RAUM and 1 advisory reps. IAPD ↗fund
80
BLEECKER STREET CAPITAL MANAGEMENT, LLC — (BROOKLYN, NY) is newly SEC-registered with $64.0M RAUM and 3 advisory reps. IAPD ↗fund
80
KUAHIWI MANAGEMENT LLC — (BOSTON, MA) is newly SEC-registered (provisional 120-day approval) with $21.4M RAUM and 4 advisory reps. IAPD ↗fund
75
70
VALUEQUEST INVESTMENT ADVISORS PRIVATE LTD — (MUMBAI, India) is newly SEC-registered with $2.18B RAUM and 27 advisory reps. IAPD ↗foreign
70
NORTHCAPE CAPITAL — (SYDNEY, NEW SOUTH WALES, Australia) is newly SEC-registered with $9.13B RAUM and 17 advisory reps. IAPD ↗foreign
68
PROMETHEUS WEALTH MANAGEMENT SAM — (MONACO, Monaco) is newly SEC-registered with $950.0M RAUM and 6 advisory reps. IAPD ↗foreign
65
65
65
INTEGRATED FINANCIAL PLANNING SERVICES — (HEIDELBERG, Germany) is newly SEC-registered with $0 RAUM and 3 advisory reps. IAPD ↗foreign
65
TANCOOK INVESTMENT MANAGEMENT LIMITED — (TORONTO, ONTARIO, Canada) is newly SEC-registered with $0 RAUM and 4 advisory reps. IAPD ↗foreign
65
DT INVESTMENT MANAGEMENT IFSC LLP — (GIFT CITY, GANDHI NAGAR, GUJARAT, India) is newly SEC-registered with $0 RAUM and 4 advisory reps. IAPD ↗foreign
65
63
63
62
62
62
61
61
61
60
PNC STEEL CITY ADVISORS, LLC — crossed $500M in regulatory AUM ($27.7M -> $532.3M). IAPD ↗institutional
60
CURASSET CAPITAL MANAGEMENT, LLC — crossed $500M in regulatory AUM ($473.0M -> $601.7M). IAPD ↗institutional
60
60
60
60
60
60
60
60
60
60
60
60
60
HAUSSMANN 1864 CAPITAL MANAGEMENT LLC — 's provisional registration is now fully approved. IAPD ↗fund
59
59
58
58
58
58
58
57
57
57
57
57
57
57
57
55
55
55
PACIFIC HEIGHTS ASSET MANAGEMENT, LLC — reported RAUM up 27% ($3.12B -> $3.96B). IAPD ↗institutional
55
55
55
55
55
55
55
55
55
55
54
LEHRER FINANCIAL & ECONOMIC ADVISORY SERVICES — reported RAUM up 31% ($231.0M -> $301.8M). IAPD ↗institutional
54
54
53
53
53
52
51
50
50
50
50
50
46
45
45
45
45
45
45
45
45
43
43
43
40
NEUMANN ADVISORY HONG KONG LIMITED — crossed $500M in regulatory AUM ($452.4M -> $505.1M). IAPD ↗foreign
40
40
40
40
40
40
40
40
40
40
40
38
38
38
35
35
35
35
STRATOS TECHNOLOGIES CAPITAL MANAGEMENT LLC — added office(s): 0 -> 1 additional locations. IAPD ↗fund
35
34
33
28
LAURUS GLOBAL EQUITY MANAGEMENT INC. — LAURUS INVESTMENT COUNSEL INC. is now doing business as . IAPD ↗foreign
25
25
SWISS FINANCE MANAGEMENT INTERNATIONAL SA — LCJ INVESTMENTS SA is now doing business as . IAPD ↗foreign
25
HOOVEST CAPITAL MANAGEMENT INC — HOOVEST CAPITAL MANAGEMENT is now doing business as . IAPD ↗foreign
25
20
SWISS FINANCE MANAGEMENT INTERNATIONAL SA — added office(s): 0 -> 1 additional locations. IAPD ↗foreign
20
VIKING HARBOUR INVESTMENT SOLUTIONS LIMITED — added office(s): 0 -> 1 additional locations. IAPD ↗foreign
20
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.