CRM — April 2025
CRM vendors and the consultants who implement them (Salesforce FSC, Wealthbox, Redtail, Practifi).
5143 firms opened this window in the April 2025 SEC roster: 1861 aum up, 1396 headcount up, 964 new office, 474 aum crossed 500m, 223 new registration, 106 rename, 59 planning started, 59 pending approved, 1 acquisition.
98
CAPSTONE WEALTH — (BILLINGS, MT) is newly SEC-registered with $301.1M RAUM and 4 advisory reps. IAPD ↗
95
DENALI ADVISORS, LLC — filed an Item 4A succession naming MCKINLEY CAPITAL MANAGEMENT, LLC (CRD 106173) — one firm absorbed the other. IAPD ↗
95
J.V.B. INVESTMENT COMPANY — (JACKSON, MI) is newly SEC-registered with $130.4M RAUM and 5 advisory reps. IAPD ↗
95
HEXIMER INVESTMENT MANAGEMENT INC. — (DUBLIN, OH) is newly SEC-registered with $113.9M RAUM and 2 advisory reps. IAPD ↗
95
CANTLON FINANCIAL PLANNING LLC — (location n/a) is newly SEC-registered with $113.1M RAUM and 3 advisory reps. IAPD ↗
95
FINANCIAL TRUST ASSET MANAGEMENT CHARTERED — (BOCA RATON, FL) is newly SEC-registered with $115.3M RAUM and 3 advisory reps. IAPD ↗
95
FINANCIAL NETWORK SPECIALISTS LLC — (location n/a) is newly SEC-registered with $115.2M RAUM and 1 advisory reps. IAPD ↗
95
INTEGRATED BENEFITS, INCORPORATED — (location n/a) is newly SEC-registered with $100.5M RAUM and 2 advisory reps. IAPD ↗
95
ALPHA ASSET MANAGEMENT — (AKRON, OH) is newly SEC-registered with $128.7M RAUM and 1 advisory reps. IAPD ↗
95
STOCK MANAGEMENT LLC — (location n/a) is newly SEC-registered with $128.0M RAUM and 2 advisory reps. IAPD ↗
95
PARADIGM ADVISORS, LLC — (DALLAS, TX) is newly SEC-registered with $112.1M RAUM and 2 advisory reps. IAPD ↗
95
THE WEALTH CONSERVATORY — (LEBANON, NH) is newly SEC-registered with $117.4M RAUM and 3 advisory reps. IAPD ↗
95
RMG ADVISORS — (ROCKVILLE, MD) is newly SEC-registered with $137.2M RAUM and 2 advisory reps. IAPD ↗
95
SOUND FINANCIAL MANAGEMENT, INC. — (RALEIGH, NC) is newly SEC-registered with $110.7M RAUM and 2 advisory reps. IAPD ↗
95
INTERNATIONAL ASSET MANAGEMENT — (SAN MATEO, CA) is newly SEC-registered with $106.0M RAUM and 5 advisory reps. IAPD ↗
95
INGRAM ADVISORY SERVICES, LLC — (WINTER HAVEN, FL) is newly SEC-registered with $101.7M RAUM and 2 advisory reps. IAPD ↗
95
COOKE WEALTH MANAGEMENT, LLC — (IRVINE, CA) is newly SEC-registered with $115.8M RAUM and 2 advisory reps. IAPD ↗
95
INVESTMENT MANAGEMENT TRUST, LLC — (FITCHBURG, MA) is newly SEC-registered with $106.6M RAUM and 1 advisory reps. IAPD ↗
95
MARCUS CAPITAL, LLC — (NORTHFIELD, IL) is newly SEC-registered with $113.0M RAUM and 2 advisory reps. IAPD ↗
95
EAGLESON ARNDT FINANCIAL ADVISORS — (THOUSAND OAKS, CA) is newly SEC-registered with $121.3M RAUM and 2 advisory reps. IAPD ↗
95
BENOLD FINANCIAL PLANNING — (location n/a) is newly SEC-registered with $126.1M RAUM and 2 advisory reps. IAPD ↗
95
ROYAL PALMS CAPITAL, LLC — (ROLLING HILLS EST., CA) is newly SEC-registered with $101.1M RAUM and 1 advisory reps. IAPD ↗
95
CURTIS FINANCIAL PLANNING — (location n/a) is newly SEC-registered with $129.6M RAUM and 1 advisory reps. IAPD ↗
95
SHANKLAND FINANCIAL ADVISORS, LLC — (HENDERSONVILLE, NC) is newly SEC-registered with $118.3M RAUM and 5 advisory reps. IAPD ↗
95
VIDA WEALTH PARTNERS, INC. — (SANTA BARBARA, CA) is newly SEC-registered with $111.5M RAUM and 1 advisory reps. IAPD ↗
95
COORDINATED WEALTH MANAGEMENT, L.L.C. — (HENDERSONVILLE, TN) is newly SEC-registered with $104.6M RAUM and 1 advisory reps. IAPD ↗
95
HONU WEALTH MANAGEMENT — (location n/a) is newly SEC-registered with $136.2M RAUM and 4 advisory reps. IAPD ↗
95
KRUSE ASSET MANAGEMENT, LLC — (CHICAGO, IL) is newly SEC-registered with $137.0M RAUM and 2 advisory reps. IAPD ↗
95
MCKINLEY MONEY, LLC — (EAU-CLAIRE, WI) is newly SEC-registered with $134.8M RAUM and 2 advisory reps. IAPD ↗
95
WOLVERINE WEALTH ADVISORY SERVICES INC. — (BLOOMFIELD HILLS, MI) is newly SEC-registered with $120.6M RAUM and 1 advisory reps. IAPD ↗
95
FINANCIAL ELEMENTS, INC — (ROLLING MEADOWS, IL) is newly SEC-registered with $102.1M RAUM and 1 advisory reps. IAPD ↗
95
COMPASS CAPITAL MANAGEMENT, LLC — (MCALESTER, OK) is newly SEC-registered with $107.3M RAUM and 1 advisory reps. IAPD ↗
95
BAER INVESTMENT ADVISORY LLC — (location n/a) is newly SEC-registered with $107.5M RAUM and 3 advisory reps. IAPD ↗
95
LANEVE FINANCIAL GUIDANCE LLC — (LYNCHBURG, VA) is newly SEC-registered with $111.9M RAUM and 1 advisory reps. IAPD ↗
95
LEWINTER WEALTH ADVISORS, LLC — (location n/a) is newly SEC-registered with $130.3M RAUM and 1 advisory reps. IAPD ↗
95
GEREMIA FINANCIAL SERVICES, LLC — (EDISON, NJ) is newly SEC-registered with $103.4M RAUM and 2 advisory reps. IAPD ↗
95
TENBRIDGE PARTNERS LLC — (PORTLAND, OR) is newly SEC-registered with $103.3M RAUM and 2 advisory reps. IAPD ↗
95
DARK HORSE WEALTH LLC — (CAZENOVIA, NY) is newly SEC-registered with $29.4M RAUM and 1 advisory reps. IAPD ↗
95
EMERALD BAY WEALTH MANAGEMENT LLC — (TAHOE CITY, CA) is newly SEC-registered with $184.2M RAUM and 2 advisory reps. IAPD ↗
95
TODD WEALTH MANAGEMENT LLC — (VENICE, FL) is newly SEC-registered with $133.1M RAUM and 1 advisory reps. IAPD ↗
95
REVALUE LLC — (YPSILANTI, MI) is newly SEC-registered with $103.9M RAUM and 5 advisory reps. IAPD ↗
95
PEAKVALLEY WEALTH, LLC — (ROANOKE, VA) is newly SEC-registered with $107.3M RAUM and 4 advisory reps. IAPD ↗
95
CASCADE FINANCIAL STRATEGIES — (BEND, OR) is newly SEC-registered with $120.5M RAUM and 2 advisory reps. IAPD ↗
95
IMMACULATE WEALTH MANAGEMENT, LLC — (MESA, AZ) is newly SEC-registered with $119.0M RAUM and 2 advisory reps. IAPD ↗
95
MACKAY FINANCIAL PLANNING, LLC — (SPRINGFIELD, MO) is newly SEC-registered with $140.1M RAUM and 2 advisory reps. IAPD ↗
95
OPUS PRIVATE WEALTH GROUP, LLC — (ORANGE, CA) is newly SEC-registered with $102.0M RAUM and 2 advisory reps. IAPD ↗
95
CALIXTO GLOBAL INVESTORS, LP — (CORAL GABLES, FL) is newly SEC-registered with $55.8M RAUM and 2 advisory reps. IAPD ↗
95
SCHMITT WEALTH ADVISERS, LLC — (CINCINNATI, OH) is newly SEC-registered with $117.8M RAUM and 2 advisory reps. IAPD ↗
95
LEGACY WEALTH ADVISORS, LLC — (CLINTON TOWNSHIP, MI) is newly SEC-registered with $102.8M RAUM and 2 advisory reps. IAPD ↗
95
PROVISION ASSET, LLC — (location n/a) is newly SEC-registered with $100.8M RAUM and 6 advisory reps. IAPD ↗
95
ENCOMPASS ADVISORY SERVICES, LLC — (KATY, TX) is newly SEC-registered with $102.6M RAUM and 7 advisory reps. IAPD ↗
95
CHASTAIN WEALTH MANAGEMENT — (location n/a) is newly SEC-registered with $118.5M RAUM and 2 advisory reps. IAPD ↗
95
MWM WEALTH ADVISORY, LLC — (PLYMOUTH, MN) is newly SEC-registered with $119.1M RAUM and 1 advisory reps. IAPD ↗
95
CHARLES RIVER WEALTH MANAGEMENT, LLC — (BURLINGTON, MA) is newly SEC-registered with $100.8M RAUM and 1 advisory reps. IAPD ↗
95
BOSMAN WEALTH MANAGEMENT, LLC — (REDLANDS, CA) is newly SEC-registered with $122.5M RAUM and 1 advisory reps. IAPD ↗
95
TOPTIER WEALTH MANAGEMENT — (location n/a) is newly SEC-registered with $135.3M RAUM and 2 advisory reps. IAPD ↗
95
BURNE FINANCIAL CONCEPTS, LLC — (WATERTOWN, CT) is newly SEC-registered with $100.4M RAUM and 1 advisory reps. IAPD ↗
95
STITES FINANCIAL CONSULTING — (ROSEVILLE, CA) is newly SEC-registered with $105.2M RAUM and 2 advisory reps. IAPD ↗
95
THRASHER & CHAMBERS WEALTH MANAGEMENT, LLC — (BENTONVILLE, AR) is newly SEC-registered with $100.0M RAUM and 3 advisory reps. IAPD ↗
95
THE PENSION GROUP — (DUBLIN, OH) is newly SEC-registered with $142.0M RAUM and 2 advisory reps. IAPD ↗
95
SUMMIT HILL WEALTH MANAGEMENT, LLC — (GREENWOOD VILLAGE, CO) is newly SEC-registered with $118.1M RAUM and 2 advisory reps. IAPD ↗
95
NEWCORP WEALTH MANAGEMENT — (ALPHARETTA, GA) is newly SEC-registered with $143.4M RAUM and 2 advisory reps. IAPD ↗
95
QM ADVISORS LLC — (location n/a) is newly SEC-registered with $118.1M RAUM and 9 advisory reps. IAPD ↗
95
SILA FINANCIAL, LLC — (location n/a) is newly SEC-registered with $113.8M RAUM and 1 advisory reps. IAPD ↗
95
WASSAW SOUND MANAGEMENT, LLC — (SAVANNAH, GA) is newly SEC-registered with $112.3M RAUM and 1 advisory reps. IAPD ↗
95
HUDSON OAK WEALTH ADVISORY LLC — (HOBOKEN, NJ) is newly SEC-registered with $110.3M RAUM and 1 advisory reps. IAPD ↗
95
TRILLIUM INVESTMENTS — (EMERYVILLE, CA) is newly SEC-registered with $114.2M RAUM and 1 advisory reps. IAPD ↗
95
RHEECO, INC. — (NATICK, MA) is newly SEC-registered with $116.2M RAUM and 2 advisory reps. IAPD ↗
95
ALTUM WEALTH ADVISORS — (CHICO, CA) is newly SEC-registered with $123.9M RAUM and 2 advisory reps. IAPD ↗
95
BESTGATE WEALTH ADVISORS, LLC — (FREDERICK, MD) is newly SEC-registered with $129.2M RAUM and 4 advisory reps. IAPD ↗
95
ALPHYN CAPITAL MANAGEMENT LLC — (HICKSVILLE, NY) is newly SEC-registered with $28.5M RAUM and 1 advisory reps. IAPD ↗
95
BRIGHTREE WEALTH MANAGEMENT, LLC — (location n/a) is newly SEC-registered with $108.0M RAUM and 1 advisory reps. IAPD ↗
95
PARABLE WEALTH ADVISORS — (ST AUGUSTINE, FL) is newly SEC-registered with $140.9M RAUM and 4 advisory reps. IAPD ↗
95
SHEPHERD STREET ADVISORS — (LARKSPUR, CA) is newly SEC-registered with $107.6M RAUM and 2 advisory reps. IAPD ↗
95
SABBIA FARO WEALTH MANAGEMENT LLC — (location n/a) is newly SEC-registered with $37.0M RAUM and 1 advisory reps. IAPD ↗
95
IRONOAK WEALTH — (CEDAR PARK, TX) is newly SEC-registered with $114.5M RAUM and 5 advisory reps. IAPD ↗
95
MUELLER WEALTH — (MISHICOT, WI) is newly SEC-registered with $121.3M RAUM and 2 advisory reps. IAPD ↗
95
WRIGHT COVE CAPITAL — (PORTLAND, ME) is newly SEC-registered with $100.6M RAUM and 2 advisory reps. IAPD ↗
95
AVANTIA INVESTMENT SERVICES, LLC — (SEATTLE, WA) is newly SEC-registered with $105.6M RAUM and 3 advisory reps. IAPD ↗
95
ALIGN FINANCIAL, LLC — (HERMANTOWN, MN) is newly SEC-registered with $101.5M RAUM and 1 advisory reps. IAPD ↗
95
ABACUS CAPITAL ADVISORS — (PLANTATION, FL) is newly SEC-registered with $103.3M RAUM and 3 advisory reps. IAPD ↗
95
GLOVER PARK WEALTH MANAGEMENT, LLC — (ARLINGTON, VA) is newly SEC-registered with $119.8M RAUM and 1 advisory reps. IAPD ↗
95
WEALTH ENGAGEMENT — (ATLANTA, GA) is newly SEC-registered with $100.4M RAUM and 1 advisory reps. IAPD ↗
95
DIAMOND CLIENT GROUP, LLC — (THE WOODLANDS, TX) is newly SEC-registered with $117.3M RAUM and 8 advisory reps. IAPD ↗
95
PURPOSE COMPREHENSIVE WEALTH MANAGEMENT, LLC — (location n/a) is newly SEC-registered with $131.0M RAUM and 7 advisory reps. IAPD ↗
95
GRAVER CAPITAL MANAGEMENT, LLC — (COLUMBUS, OH) is newly SEC-registered with $122.0M RAUM and 2 advisory reps. IAPD ↗
95
ETHOS CAPITAL MANAGEMENT, INC. — (NEWTOWN, PA) is newly SEC-registered with $129.1M RAUM and 3 advisory reps. IAPD ↗
95
FAMILY LEGACY FINANCIAL SOLUTIONS, LLC — (CARY, NC) is newly SEC-registered with $140.0M RAUM and 4 advisory reps. IAPD ↗
95
CONVEXITAS — (CHICAGO, IL) is newly SEC-registered with $163.7M RAUM and 2 advisory reps. IAPD ↗
95
WERNER FINANCIAL — (INDIANAPOLIS, IN) is newly SEC-registered with $102.7M RAUM and 2 advisory reps. IAPD ↗
95
COMPASS PRIVATE WEALTH GROUP LLC — (SHORT HILLS, NJ) is newly SEC-registered with $100.8M RAUM and 3 advisory reps. IAPD ↗
95
INVERSIONES SURA — (MIAMI, FL) is newly SEC-registered with $103.0M RAUM and 1 advisory reps. IAPD ↗
95
GREYSTONE FINANCIAL & ESTATE SERVICES, INC. — (KIRKLAND, WA) is newly SEC-registered with $103.6M RAUM and 2 advisory reps. IAPD ↗
95
ENTELEVEST, LLC — (CORAL GABLES, FL) is newly SEC-registered with $110.3M RAUM and 2 advisory reps. IAPD ↗
95
GAMBIT CAPITAL MANAGEMENT, LLC — (location n/a) is newly SEC-registered with $101.3M RAUM and 4 advisory reps. IAPD ↗
95
PREVE INVERSIONES — (location n/a) is newly SEC-registered with $0 RAUM and 1 advisory reps. IAPD ↗
95
BURNHAM & COMPANY LLC — (GRAND RAPIDS, MI) is newly SEC-registered with $117.7M RAUM and 4 advisory reps. IAPD ↗
95
J.R. PRUNIER CAPITAL MANAGEMENT LLC — (HOLDEN, MA) is newly SEC-registered with $126.2M RAUM and 1 advisory reps. IAPD ↗
95
ADDIGENCE CORPORATION — (NEW YORK, NY) is newly SEC-registered with $0 RAUM and 1 advisory reps. IAPD ↗
95
RSG INVESTMENTS LLC — (OVERLAND PARK, KS) is newly SEC-registered with $116.4M RAUM and 9 advisory reps. IAPD ↗
95
MACK & CO. PARTNERS, LP — (DALLAS, TX) is newly SEC-registered with $102.5M RAUM and 3 advisory reps. IAPD ↗
95
CAROLINA STRATEGY, LLC — (location n/a) is newly SEC-registered with $111.8M RAUM and 1 advisory reps. IAPD ↗
95
GENERATIONAL PRIVATE WEALTH — (location n/a) is newly SEC-registered with $145.0M RAUM and 1 advisory reps. IAPD ↗
95
PELTOMA CAPITAL PARTNERS — (location n/a) is newly SEC-registered with $108.8M RAUM and 2 advisory reps. IAPD ↗
95
IVANOFF WEALTH MANAGEMENT INC. — (CYPRESS, CA) is newly SEC-registered with $109.2M RAUM and 3 advisory reps. IAPD ↗
95
SUNRISE FINANCIAL SERVICES LLC — (BURIEN, WA) is newly SEC-registered with $114.4M RAUM and 2 advisory reps. IAPD ↗
95
RIGDEN CAPITAL STRATEGIES — (DENVER, CO) is newly SEC-registered (provisional 120-day approval) with $0 RAUM and 2 advisory reps. IAPD ↗
95
E-WEALTH PARTNERS — (MINNETONKA, MN) is newly SEC-registered with $112.9M RAUM and 4 advisory reps. IAPD ↗
95
INTREPID TECHNOLOGY LLC — (MIAMI, FL) is newly SEC-registered (provisional 120-day approval) with $0 RAUM and 2 advisory reps. IAPD ↗
95
MANWARING WEALTH MANAGEMENT — (GILBERT, AZ) is newly SEC-registered with $108.0M RAUM and 2 advisory reps. IAPD ↗
95
BAM WEALTH MANAGEMENT LLC — (LAKEWOOD, CO) is newly SEC-registered (provisional 120-day approval) with $0 RAUM and 6 advisory reps. IAPD ↗
95
CURTIS CAPITAL ADVISORS — (OVERLAND PARK, KS) is newly SEC-registered with $125.5M RAUM and 2 advisory reps. IAPD ↗
95
TWENTYTHREE ADVISORY — (location n/a) is newly SEC-registered with $31.5M RAUM and 1 advisory reps. IAPD ↗
95
ACTIVO CAPITAL — (MIAMI, FL) is newly SEC-registered (provisional 120-day approval) with $0 RAUM and 1 advisory reps. IAPD ↗
95
MANENTIA WEALTH CONSULTING INC. — (GREAT NECK, NY) is newly SEC-registered with $45.2M RAUM and 5 advisory reps. IAPD ↗
95
SHAPOSHNIK CAPITAL MANAGEMENT LLC — (location n/a) is newly SEC-registered with $0 RAUM and 1 advisory reps. IAPD ↗
95
A|C MANAGEMENT TECH LLC — (MIAMI, FL) is newly SEC-registered (provisional 120-day approval) with $0 RAUM and 2 advisory reps. IAPD ↗
95
GAINSPOLETTI WEALTH PLANNERS — (CLEVELAND, MS) is newly SEC-registered (provisional 120-day approval) with $0 RAUM and 3 advisory reps. IAPD ↗
95
HORAN WEALTH, LLC — (CINCINNATI, OH) is newly SEC-registered (provisional 120-day approval) with $0 RAUM and 19 advisory reps. IAPD ↗
95
MARKET INVESTMENT GROUP, LLC — (WICHITA, KS) is newly SEC-registered (provisional 120-day approval) with $0 RAUM and 17 advisory reps. IAPD ↗
95
MANHATTAN GLOBAL ASSET MANAGEMENT LLC — (LAS VEGAS, NV) is newly SEC-registered (provisional 120-day approval) with $0 RAUM and 1 advisory reps. IAPD ↗
95
CARROLL ADVISORY GROUP — (TEXARKANA, TX) is newly SEC-registered (provisional 120-day approval) with $0 RAUM and 3 advisory reps. IAPD ↗
95
FNEX WEALTH, LLC — (INDIANAPOLIS, IN) is newly SEC-registered (provisional 120-day approval) with $0 RAUM and 1 advisory reps. IAPD ↗
95
MFG PRIVATE WEALTH — (CANONSBURG, PA) is newly SEC-registered (provisional 120-day approval) with $0 RAUM and 3 advisory reps. IAPD ↗
95
FINTURO INC. — (location n/a) is newly SEC-registered (provisional 120-day approval) with $0 RAUM and 1 advisory reps. IAPD ↗
95
TREEVIEW CAPITAL — (location n/a) is newly SEC-registered (provisional 120-day approval) with $0 RAUM and 1 advisory reps. IAPD ↗
95
EVE WEALTH — (PORTLAND, OR) is newly SEC-registered (provisional 120-day approval) with $0 RAUM and 5 advisory reps. IAPD ↗
95
W&S ADVISORY SERVICES, LLC — (CINCINNATI, OH) is newly SEC-registered with $0 RAUM and 0 advisory reps. IAPD ↗
95
STORMS & ROWDON FINANCIAL SERVICES, INC. — (ORMOND BEACH, FL) is newly SEC-registered (provisional 120-day approval) with $0 RAUM and 2 advisory reps. IAPD ↗
95
CEDARWOOD WEALTH — (HIGHLANDS RANCH, CO) is newly SEC-registered (provisional 120-day approval) with $0 RAUM and 2 advisory reps. IAPD ↗
95
FLFS ADVISORY LLC — (VICTOR, NY) is newly SEC-registered (provisional 120-day approval) with $0 RAUM and 3 advisory reps. IAPD ↗
95
AGMAN CAPITAL — (OMAHA, NE) is newly SEC-registered (provisional 120-day approval) with $0 RAUM and 3 advisory reps. IAPD ↗
95
SANTA BARBARA MANAGEMENT — (CHICAGO, IL) is newly SEC-registered (provisional 120-day approval) with $0 RAUM and 2 advisory reps. IAPD ↗
95
WEALTHETIC LLC — (SAN DIEGO, CA) is newly SEC-registered (provisional 120-day approval) with $0 RAUM and 1 advisory reps. IAPD ↗
95
KINGDOM LEGACY ADVISORS — (location n/a) is newly SEC-registered (provisional 120-day approval) with $0 RAUM and 1 advisory reps. IAPD ↗
95
ETZ ADVISORY LLC — (PORTLAND, OR) is newly SEC-registered (provisional 120-day approval) with $0 RAUM and 1 advisory reps. IAPD ↗
95
BARZIDEH & NADEAU WEALTH MANAGEMENT LLC — (BARRINGTON, IL) is newly SEC-registered (provisional 120-day approval) with $0 RAUM and 2 advisory reps. IAPD ↗
95
WARNER WEALTH — (MADISON, CT) is newly SEC-registered (provisional 120-day approval) with $0 RAUM and 5 advisory reps. IAPD ↗
95
AI ALPHA LLC — (GRAND RAPIDS, MI) is newly SEC-registered (provisional 120-day approval) with $0 RAUM and 2 advisory reps. IAPD ↗
95
ALCYON WEALTH ADVISORS, LLC — (YOUNGSTOWN, OH) is newly SEC-registered (provisional 120-day approval) with $0 RAUM and 1 advisory reps. IAPD ↗
95
EXPONENT WEALTH — (location n/a) is newly SEC-registered (provisional 120-day approval) with $0 RAUM and 2 advisory reps. IAPD ↗
95
CEDRUS WEALTH GROUP — (ANDOVER, MN) is newly SEC-registered (provisional 120-day approval) with $0 RAUM and 3 advisory reps. IAPD ↗
95
MARTIN, JAVAN VON — (location n/a) is newly SEC-registered (provisional 120-day approval) with $0 RAUM and 1 advisory reps. IAPD ↗
95
ACTIVA FINANCIAL — (KEY BISCAYNE, FL) is newly SEC-registered (provisional 120-day approval) with $0 RAUM and 1 advisory reps. IAPD ↗
95
ALTERIS CAPITAL PARTNERS, LLC — (HOUSTON, TX) is newly SEC-registered (provisional 120-day approval) with $0 RAUM and 3 advisory reps. IAPD ↗
95
TIAA WEALTH MANAGEMENT LLC — (NEW YORK, NY) is newly SEC-registered with $0 RAUM and 1 advisory reps. IAPD ↗
95
MERAMEC FINANCIAL PLANNERS, LLC — (CLAYTON, MO) is newly SEC-registered (provisional 120-day approval) with $0 RAUM and 7 advisory reps. IAPD ↗
95
CAMBIENT FAMILY OFFICE, LLC — (FRUITPORT, MI) is newly SEC-registered (provisional 120-day approval) with $0 RAUM and 1 advisory reps. IAPD ↗
95
WEALTHMEUP ADVISORS LLC — (location n/a) is newly SEC-registered (provisional 120-day approval) with $0 RAUM and 1 advisory reps. IAPD ↗
95
PLAGENS & TAYLOR WEALTH MANAGEMENT — (SAN ANGELO, TX) is newly SEC-registered with $0 RAUM and 5 advisory reps. IAPD ↗
95
YARASH GLOBAL SOLUTIONS INC. — (GLENDALE, CA) is newly SEC-registered (provisional 120-day approval) with $0 RAUM and 1 advisory reps. IAPD ↗
95
PELICAN FINANCIAL PLANNING AND WEALTH, PLLC — (JUPITER, FL) is newly SEC-registered (provisional 120-day approval) with $0 RAUM and 1 advisory reps. IAPD ↗
95
VERITA STRATEGIC WEALTH PARTNERS, LLC — (location n/a) is newly SEC-registered (provisional 120-day approval) with $0 RAUM and 2 advisory reps. IAPD ↗
95
SUMMIT WEALTH GROUP — (COLORADO SPRINGS, CO) is newly SEC-registered (provisional 120-day approval) with $0 RAUM and 25 advisory reps. IAPD ↗
95
ELEVATED PRIVATE WEALTH — (location n/a) is newly SEC-registered (provisional 120-day approval) with $0 RAUM and 4 advisory reps. IAPD ↗
95
ENCLAVE DIGITAL WEALTH, LLC — (DENVER, CO) is newly SEC-registered (provisional 120-day approval) with $0 RAUM and 2 advisory reps. IAPD ↗
95
ROOTED FINANCIAL GROUP, LLC — (TIGARD, OR) is newly SEC-registered (provisional 120-day approval) with $0 RAUM and 1 advisory reps. IAPD ↗
95
QUESTMONT VIRTUAL FAMILY OFFICE, LLC — (TAMPA, FL) is newly SEC-registered (provisional 120-day approval) with $0 RAUM and 4 advisory reps. IAPD ↗
95
CONVERSE TEAM FINANCIAL SERVICES, LLC — (location n/a) is newly SEC-registered (provisional 120-day approval) with $0 RAUM and 5 advisory reps. IAPD ↗
95
ALPHA ROCK INVESTMENTS, LLC — (MALVERN, PA) is newly SEC-registered (provisional 120-day approval) with $0 RAUM and 1 advisory reps. IAPD ↗
95
40 NORTH WEALTH LLC — (AURORA, CO) is newly SEC-registered (provisional 120-day approval) with $0 RAUM and 2 advisory reps. IAPD ↗
95
OASIS ADVISORS — (FOREST CITY, IA) is newly SEC-registered (provisional 120-day approval) with $0 RAUM and 11 advisory reps. IAPD ↗
95
FORS FINANCIAL — (PORT ANGELES, WA) is newly SEC-registered (provisional 120-day approval) with $0 RAUM and 2 advisory reps. IAPD ↗
85
J.P. MORGAN SECURITIES LLC — grew from 7426 to 8097 advisory reps. IAPD ↗
85
OPPENHEIMER & CO. INC. — grew from 1126 to 1295 advisory reps. IAPD ↗
85
FIFTH THIRD SECURITIES, INC. — grew from 722 to 788 advisory reps. IAPD ↗
85
STIFEL, NICOLAUS & COMPANY, INCORPORATED — grew from 3027 to 3045 advisory reps. IAPD ↗
85
PRINCIPAL SECURITIES, INC. — grew from 1349 to 1436 advisory reps. IAPD ↗
85
WILLIAM BLAIR & COMPANY L.L.C. — grew from 179 to 201 advisory reps. IAPD ↗
85
VOYA FINANCIAL ADVISORS, INC. — grew from 529 to 563 advisory reps. IAPD ↗
85
STATE FARM INVESTMENT MANAGEMENT CORP. — grew from 110 to 150 advisory reps. IAPD ↗
85
AMERIPRISE FINANCIAL SERVICES, LLC — grew from 12518 to 12636 advisory reps. IAPD ↗
85
LPL FINANCIAL LLC — grew from 27045 to 28347 advisory reps. IAPD ↗
85
EQUITABLE ADVISORS, LLC — grew from 3955 to 4272 advisory reps. IAPD ↗
85
INDEPENDENT FINANCIAL GROUP, LLC — grew from 444 to 484 advisory reps. IAPD ↗
85
AUSDAL FINANCIAL PARTNERS, INC. — grew from 110 to 152 advisory reps. IAPD ↗
85
COMMONWEALTH FINANCIAL NETWORK — grew from 3000 to 3150 advisory reps. IAPD ↗
85
ROBERT W. BAIRD & CO. INCORPORATED — grew from 2966 to 3047 advisory reps. IAPD ↗
85
UBS FINANCIAL SERVICES INC. — grew from 9213 to 9944 advisory reps. IAPD ↗
85
LPL ENTERPRISE, LLC — grew from 12 to 3130 advisory reps. IAPD ↗
85
PRIMERICA ADVISORS — grew from 3560 to 3732 advisory reps. IAPD ↗
85
MML INVESTORS SERVICES, LLC — grew from 4764 to 4935 advisory reps. IAPD ↗
85
WELLS FARGO ADVISORS — grew from 1978 to 2274 advisory reps. IAPD ↗
85
MONEY CONCEPTS ADVISORY SERVICE — grew from 407 to 431 advisory reps. IAPD ↗
85
ASHTON THOMAS SECURITIES, LLC — grew from 20 to 48 advisory reps. IAPD ↗
85
THRIVENT INVESTMENT MANAGEMENT INC. — grew from 2509 to 2774 advisory reps. IAPD ↗
85
HSBC SECURITIES (USA) INC. — grew from 340 to 376 advisory reps. IAPD ↗
85
OSAIC WEALTH, INC. — grew from 4397 to 6276 advisory reps. IAPD ↗
85
SUNBELT SECURITIES — grew from 48 to 68 advisory reps. IAPD ↗
85
FIRST CITIZENS INVESTOR SERVICES, INC. — grew from 130 to 148 advisory reps. IAPD ↗
85
HANTZ FINANCIAL SERVICES, INC. — grew from 277 to 293 advisory reps. IAPD ↗
85
PARK AVENUE SECURITIES LLC — grew from 1820 to 1963 advisory reps. IAPD ↗
85
STRATEGIC ADVISERS LLC — grew from 158 to 16178 advisory reps. IAPD ↗
85
JANUS HENDERSON INVESTORS — grew from 106 to 143 advisory reps. IAPD ↗
85
EATON VANCE MANAGEMENT — grew from 160 to 189 advisory reps. IAPD ↗
85
CETERA INVESTMENT ADVISERS LLC — grew from 5928 to 6825 advisory reps. IAPD ↗
85
PGIM, INC. — grew from 1420 to 1440 advisory reps. IAPD ↗
85
MANNING & NAPIER ADVISORS, LLC — grew from 145 to 184 advisory reps. IAPD ↗
85
BARINGS LLC — grew from 392 to 419 advisory reps. IAPD ↗
85
POLEN CAPITAL MANAGEMENT, LLC — grew from 27 to 43 advisory reps. IAPD ↗
85
WEALTHSPIRE ADVISORS — grew from 160 to 185 advisory reps. IAPD ↗
85
VOYA INVESTMENT MANAGEMENT CO. LLC — grew from 306 to 326 advisory reps. IAPD ↗
85
GOLDMAN SACHS WEALTH SERVICES, L.P. — grew from 997 to 1055 advisory reps. IAPD ↗
85
CITIZENS PRIVATE WEALTH — grew from 160 to 200 advisory reps. IAPD ↗
85
WILMINGTON TRUST INVESTMENT ADVISORS, INC. — grew from 95 to 126 advisory reps. IAPD ↗
85
FIRST TRUST ADVISORS LP — grew from 95 to 125 advisory reps. IAPD ↗
85
J.P. MORGAN INVESTMENT MANAGEMENT INC. — grew from 2112 to 2143 advisory reps. IAPD ↗
85
GOLDMAN SACHS ASSET MANAGEMENT, L.P. — grew from 801 to 907 advisory reps. IAPD ↗
85
MORNINGSTAR INVESTMENT MANAGEMENT LLC — grew from 83 to 113 advisory reps. IAPD ↗
85
VALMARK ADVISERS, INC. — grew from 260 to 275 advisory reps. IAPD ↗
85
FIDELITY MANAGEMENT & RESEARCH COMPANY LLC — grew from 689 to 727 advisory reps. IAPD ↗
85
ALLIANCEBERNSTEIN L.P. — grew from 829 to 871 advisory reps. IAPD ↗
85
BRIGHTON JONES LLC — grew from 149 to 171 advisory reps. IAPD ↗
85
VOYA INVESTMENT MANAGEMENT LLC — grew from 306 to 326 advisory reps. IAPD ↗
85
T. ROWE PRICE ADVISORY SERVICES, INC. — grew from 42 to 61 advisory reps. IAPD ↗
85
MAI CAPITAL MANAGEMENT, LLC — grew from 137 to 204 advisory reps. IAPD ↗
85
MORGAN STANLEY INVESTMENT MANAGEMENT INC. — grew from 227 to 263 advisory reps. IAPD ↗
85
NWF ADVISORY SERVICES INC — grew from 2 to 71 advisory reps. IAPD ↗
85
EAGLE STRATEGIES LLC — grew from 1982 to 2093 advisory reps. IAPD ↗
85
EP WEALTH ADVISORS — grew from 195 to 214 advisory reps. IAPD ↗
85
APERIO GROUP, LLC — grew from 73 to 90 advisory reps. IAPD ↗
85
U.S. BANCORP ASSET MANAGEMENT, INC. — grew from 17 to 63 advisory reps. IAPD ↗
85
MARINER INSTITUTIONAL, LLC — grew from 89 to 113 advisory reps. IAPD ↗
85
EMPOWER ADVISORY GROUP, LLC — grew from 731 to 802 advisory reps. IAPD ↗
85
MISSION WEALTH MANAGEMENT, LP — grew from 72 to 97 advisory reps. IAPD ↗
85
WEALTH ENHANCEMENT ADVISORY SERVICES, LLC — grew from 615 to 730 advisory reps. IAPD ↗
85
SILVERCREST ASSET MANAGEMENT GROUP LLC — grew from 58 to 83 advisory reps. IAPD ↗
85
BEACON POINTE ADVISORS, LLC — grew from 296 to 355 advisory reps. IAPD ↗
85
NFP RETIREMENT INC. — grew from 131 to 149 advisory reps. IAPD ↗
85
SCS CAPITAL MANAGEMENT LLC — grew from 78 to 98 advisory reps. IAPD ↗
85
GREAT VALLEY ADVISOR GROUP, INC. — grew from 154 to 191 advisory reps. IAPD ↗
85
INDEPENDENT FINANCIAL PARTNERS — grew from 244 to 261 advisory reps. IAPD ↗
85
PNC INVESTMENTS — grew from 778 to 818 advisory reps. IAPD ↗
85
CLIFFWATER LLC — grew from 76 to 102 advisory reps. IAPD ↗
85
SIMON QUICK ADVISORS, LLC — grew from 31 to 55 advisory reps. IAPD ↗
85
MERCER INVESTMENTS LLC — grew from 611 to 710 advisory reps. IAPD ↗
85
GENERAL ATLANTIC SERVICE COMPANY, L.P. — grew from 209 to 406 advisory reps. IAPD ↗
85
CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC. — grew from 3274 to 3327 advisory reps. IAPD ↗
85
MARINER WEALTH — grew from 709 to 803 advisory reps. IAPD ↗
85
SCHRODERS CAPITAL MANAGEMENT (US) INC. — grew from 67 to 90 advisory reps. IAPD ↗
85
HIGHTOWER ADVISORS, LLC — grew from 792 to 889 advisory reps. IAPD ↗
85
ALTERNA WEALTH MANAGEMENT, INC. — grew from 14 to 40 advisory reps. IAPD ↗
85
MERIDIAN WEALTH MANAGEMENT, LLC — grew from 29 to 53 advisory reps. IAPD ↗
85
CERITY PARTNERS LLC — grew from 704 to 862 advisory reps. IAPD ↗
85
BTG PACTUAL ASSET MANAGEMENT US , LLC — grew from 68 to 94 advisory reps. IAPD ↗
85
KESTRA PRIVATE WEALTH SERVICES, LLC — grew from 158 to 198 advisory reps. IAPD ↗
85
ALPHASTAR CAPITAL MANAGEMENT — grew from 94 to 109 advisory reps. IAPD ↗
85
RFG ADVISORY, LLC — grew from 102 to 135 advisory reps. IAPD ↗
85
EFG ASSET MANAGEMENT (AMERICAS) CORP. — grew from 4 to 21 advisory reps. IAPD ↗
85
FOCUS PARTNERS WEALTH, LLC — grew from 765 to 945 advisory reps. IAPD ↗
85
CAPITAL ANALYSTS — grew from 704 to 725 advisory reps. IAPD ↗
85
BRAMSHILL INVESTMENTS, LLC — grew from 15 to 31 advisory reps. IAPD ↗
85
OSAIC ADVISORY SERVICES, LLC — grew from 141 to 389 advisory reps. IAPD ↗
85
NEWEDGE ADVISORS — grew from 396 to 465 advisory reps. IAPD ↗
85
COMPOUND PLANNING, INC. — grew from 13 to 48 advisory reps. IAPD ↗
85
SPIDERROCK ADVISORS, LLC — grew from 10 to 36 advisory reps. IAPD ↗
85
FIDUCIARY FINANCIAL ADVISORS — grew from 22 to 38 advisory reps. IAPD ↗
85
FOUNDATIONS INVESTMENT ADVISORS LLC — grew from 187 to 229 advisory reps. IAPD ↗
85
INSIGNEO ADVISORY SERVICES, LLC — grew from 168 to 188 advisory reps. IAPD ↗
85
STEWARD PARTNERS INVESTMENT ADVISORY, LLC — grew from 327 to 397 advisory reps. IAPD ↗
85
KESTRA ADVISORY SERVICES, LLC — grew from 1266 to 1299 advisory reps. IAPD ↗
85
TRUIST ADVISORY SERVICES, INC. — grew from 2105 to 2455 advisory reps. IAPD ↗
85
EQUITY INVESTMENT CORP — grew from 6 to 26 advisory reps. IAPD ↗
85
ONEASCENT FINANCIAL SERVICES LLC — grew from 39 to 57 advisory reps. IAPD ↗
85
INTEGRATED WEALTH CONCEPTS LLC — grew from 423 to 452 advisory reps. IAPD ↗
85
CALVERT RESEARCH AND MANAGEMENT — grew from 204 to 229 advisory reps. IAPD ↗
85
CRESSET ASSET MANAGEMENT, LLC — grew from 133 to 191 advisory reps. IAPD ↗
85
PRIME CAPITAL FINANCIAL — grew from 198 to 240 advisory reps. IAPD ↗
85
ROOT FINANCIAL PARTNERS — grew from 9 to 35 advisory reps. IAPD ↗
85
ROCKEFELLER CAPITAL MANAGEMENT — grew from 573 to 748 advisory reps. IAPD ↗
85
APOLLON WEALTH MANAGEMENT, LLC — grew from 93 to 115 advisory reps. IAPD ↗
85
SUMMIT FINANCIAL, LLC — grew from 119 to 139 advisory reps. IAPD ↗
85
SIMPLICITY WEALTH — grew from 159 to 242 advisory reps. IAPD ↗
85
IEQ CAPITAL, LLC — grew from 100 to 140 advisory reps. IAPD ↗
85
MARINER INDEPENDENT — grew from 83 to 99 advisory reps. IAPD ↗
85
THE AMERIFLEX GROUP — grew from 149 to 166 advisory reps. IAPD ↗
85
HUB INVESTMENT PARTNERS, LLC — grew from 50 to 80 advisory reps. IAPD ↗
85
APOGEM CAPITAL LLC — grew from 116 to 137 advisory reps. IAPD ↗
85
ASSUREDPARTNERS INVESTMENT ADVISORS — grew from 16 to 46 advisory reps. IAPD ↗
85
FORTIS CAPITAL ADVISORS, LLC — grew from 37 to 54 advisory reps. IAPD ↗
85
CW ADVISORS, LLC — grew from 38 to 62 advisory reps. IAPD ↗
85
FIFTH THIRD WEALTH ADVISORS LLC — grew from 37 to 52 advisory reps. IAPD ↗
85
IMPACT PARTNERSHIP WEALTH, LLC — grew from 50 to 72 advisory reps. IAPD ↗
85
GATEWAY WEALTH PARTNERS, LLC — grew from 51 to 66 advisory reps. IAPD ↗
85
UNITED ADVISOR GROUP — grew from 28 to 43 advisory reps. IAPD ↗
85
MODERN WEALTH MANAGEMENT, LLC — grew from 36 to 54 advisory reps. IAPD ↗
85
DIVERSIFY WEALTH MANAGEMENT, LLC — grew from 24 to 48 advisory reps. IAPD ↗
84
GW&K INVESTMENT MANAGEMENT, LLC — grew from 54 to 68 advisory reps. IAPD ↗
84
BENJAMIN F. EDWARDS & COMPANY, INCORPORATED — grew from 422 to 436 advisory reps. IAPD ↗
84
MERCER GLOBAL ADVISORS INC. — grew from 727 to 741 advisory reps. IAPD ↗
84
STRATEGIC WEALTH INVESTMENT GROUP, LLC — grew from 27 to 41 advisory reps. IAPD ↗
84
BRYN MAWR CAPITAL MANAGEMENT, LLC — grew from 32 to 46 advisory reps. IAPD ↗
84
ARKADIOS WEALTH ADVISORS — grew from 137 to 151 advisory reps. IAPD ↗
84
TITLEIST ASSET MANAGEMENT, LLC — grew from 18 to 32 advisory reps. IAPD ↗
83
PACKERLAND BROKERAGE SERVICES, INC. — grew from 144 to 161 advisory reps. IAPD ↗
83
F L PUTNAM INVESTMENT MANAGEMENT CO. — grew from 60 to 73 advisory reps. IAPD ↗
83
PATHWAY CAPITAL MANAGEMENT, LP — grew from 70 to 83 advisory reps. IAPD ↗
83
MWA FINANCIAL SERVICES, INC. — grew from 115 to 134 advisory reps. IAPD ↗
83
CHICAGO PARTNERS INVESTMENT GROUP LLC — grew from 33 to 46 advisory reps. IAPD ↗
83
NB ALTERNATIVES ADVISERS LLC — grew from 187 to 200 advisory reps. IAPD ↗
83
COASTAL BRIDGE ADVISORS — grew from 9 to 22 advisory reps. IAPD ↗
83
MODERA WEALTH MANAGEMENT, LLC — grew from 100 to 113 advisory reps. IAPD ↗
83
LEGACY WEALTH MANAGEMENT, LLC — grew from 16 to 35 advisory reps. IAPD ↗
83
GIBBS WEALTH MANAGEMENT, LLC — grew from 10 to 49 advisory reps. IAPD ↗
83
PREVAIL INNOVATIVE WEALTH ADVISORS, LLC — grew from 10 to 33 advisory reps. IAPD ↗
83
FLORIDA FINANCIAL ADVISORS, LLC — grew from 294 to 457 advisory reps. IAPD ↗
83
INTEGRITY ADVISORY SOLUTIONS — grew from 39 to 90 advisory reps. IAPD ↗
83
PRINCIPAL ADVISED SERVICES — grew from 58 to 215 advisory reps. IAPD ↗
83
ACCURATE WEALTH MANAGEMENT, LLC — grew from 28 to 41 advisory reps. IAPD ↗
83
IP FINANCIAL ADVISORY SERVICES LLC — grew from 92 to 112 advisory reps. IAPD ↗
83
49 FINANCIAL — grew from 74 to 128 advisory reps. IAPD ↗
83
ENCOMPASS MORE ASSET MANAGEMENT LLC — grew from 43 to 76 advisory reps. IAPD ↗
83
FOGUTH WEALTH MANAGEMENT, LLC. — grew from 10 to 29 advisory reps. IAPD ↗
82
PLANTE MORAN FINANCIAL ADVISORS — grew from 132 to 144 advisory reps. IAPD ↗
82
CARLSON CAPITAL MANAGEMENT, LLC — grew from 21 to 33 advisory reps. IAPD ↗
82
ROBERTSON STEPHENS — grew from 51 to 63 advisory reps. IAPD ↗
82
ALDEN INVESTMENT GROUP — grew from 26 to 40 advisory reps. IAPD ↗
81
LINCOLN INVESTMENT — grew from 883 to 894 advisory reps. IAPD ↗
81
WAVERLY ADVISORS, LLC — grew from 141 to 152 advisory reps. IAPD ↗
81
SOUTHERNSUN ASSET MANAGEMENT LLC — grew from 4 to 17 advisory reps. IAPD ↗
81
HUDSON ADVISORS — grew from 116 to 127 advisory reps. IAPD ↗
81
DRIVE WEALTH ADVISERS — grew from 15 to 26 advisory reps. IAPD ↗
81
NATIONAL INVESTMENT SERVICES OF AMERICA, LLC — grew from 14 to 25 advisory reps. IAPD ↗
81
TACTIVE ADVISORS, LLC — grew from 0 to 13 advisory reps. IAPD ↗
80
ESI FINANCIAL ADVISORS — grew from 420 to 430 advisory reps. IAPD ↗
80
DAVENPORT & COMPANY LLC — grew from 206 to 216 advisory reps. IAPD ↗
80
CHARLES SCHWAB & CO., INC. — grew from 3564 to 3692 advisory reps. IAPD ↗
80
INTELLICENTS INVESTMENT SOLUTIONS INC — grew from 36 to 46 advisory reps. IAPD ↗
80
TLG ADVISORS, INC. — grew from 137 to 147 advisory reps. IAPD ↗
80
GRADIENT ADVISORS, LLC — grew from 152 to 169 advisory reps. IAPD ↗
80
IPG INVESTMENT ADVISORS, LLC — grew from 29 to 39 advisory reps. IAPD ↗
80
STRATOS WEALTH PARTNERS, LTD — grew from 315 to 325 advisory reps. IAPD ↗
80
SCHWAB WEALTH ADVISORY, INC. — grew from 898 to 987 advisory reps. IAPD ↗
80
FROST INVESTMENT SERVICES — grew from 94 to 104 advisory reps. IAPD ↗
80
PERENNIAL FINANCIAL SERVICES — grew from 32 to 42 advisory reps. IAPD ↗
80
TRANSCEND CAPITAL ADVISORS, LLC — grew from 21 to 31 advisory reps. IAPD ↗
80
PARK AVENUE INVESTMENT ADVISORY, LLC — grew from 70 to 87 advisory reps. IAPD ↗
80
THEPARTNERS WEALTH MANAGEMENT — grew from 7 to 19 advisory reps. IAPD ↗
80
MDRN CAPITAL — grew from 7 to 23 advisory reps. IAPD ↗
80
SOVRAN ADVISORS, LLC — grew from 43 to 53 advisory reps. IAPD ↗
80
STRATEGIC ADVISERS LLC — now offers financial planning (Item 5G(1)). IAPD ↗
80
D.F. DENT AND COMPANY, INC. — now offers financial planning (Item 5G(1)). IAPD ↗
80
PROFESSIONAL ADVISORY SERVICES INC — now offers financial planning (Item 5G(1)). IAPD ↗
80
BNY ADVISORS — now offers financial planning (Item 5G(1)). IAPD ↗
80
MEYER HANDELMAN COMPANY LLC — now offers financial planning (Item 5G(1)). IAPD ↗
80
SIERRA CAPITAL LLC — now offers financial planning (Item 5G(1)). IAPD ↗
80
CRAWFORD INVESTMENT COUNSEL INC — now offers financial planning (Item 5G(1)). IAPD ↗
80
ARCUS CAPITAL PARTNERS, LLC — now offers financial planning (Item 5G(1)). IAPD ↗
80
INDEPENDENCE ASSET ADVISORS, LLC — now offers financial planning (Item 5G(1)). IAPD ↗
80
ASPEN GROVE CAPITAL, LLC — now offers financial planning (Item 5G(1)). IAPD ↗
80
SHUSTER ADVISORY GROUP, LLC — now offers financial planning (Item 5G(1)). IAPD ↗
80
STEPHENS GROUP ASSET MANAGEMENT, LLC — now offers financial planning (Item 5G(1)). IAPD ↗
80
GODWIN CAPITAL GROUP, LLC — now offers financial planning (Item 5G(1)). IAPD ↗
80
STRIVE ASSET MANAGEMENT — now offers financial planning (Item 5G(1)). IAPD ↗
80
ROCK HARBOR PARTNERS LLC — now offers financial planning (Item 5G(1)). IAPD ↗
80
KAUFMAN HALL INVESTMENT MANAGEMENT — now offers financial planning (Item 5G(1)). IAPD ↗
79
METROPOLITAN WEST ASSET MANAGEMENT LLC — grew from 68 to 77 advisory reps. IAPD ↗
79
FCI ADVISORS — grew from 32 to 41 advisory reps. IAPD ↗
79
VANGUARD ADVISERS, INC. — grew from 1558 to 1567 advisory reps. IAPD ↗
79
AQR CAPITAL MANAGEMENT, LLC — grew from 229 to 238 advisory reps. IAPD ↗
79
CAUSEWAY CAPITAL MANAGEMENT LLC — grew from 30 to 39 advisory reps. IAPD ↗
79
THE RETIREMENT PLANNING GROUP, LLC — grew from 19 to 28 advisory reps. IAPD ↗
79
KEY INVESTMENT SERVICES LLC — grew from 350 to 359 advisory reps. IAPD ↗
79
BREVET CAPITAL MANAGEMENT, LLC — grew from 15 to 24 advisory reps. IAPD ↗
79
WEALTHCARE ADVISORY PARTNERS LLC — grew from 145 to 154 advisory reps. IAPD ↗
79
ELEVATED CAPITAL ADVISORS, LLC — grew from 9 to 20 advisory reps. IAPD ↗
79
CREATIVEONE WEALTH, LLC — grew from 188 to 197 advisory reps. IAPD ↗
79
STRATOS WEALTH ADVISORS LLC — grew from 67 to 76 advisory reps. IAPD ↗
79
CRESTWOOD ADVISORS — grew from 46 to 55 advisory reps. IAPD ↗
79
AWM CAPITAL, LLC — grew from 15 to 24 advisory reps. IAPD ↗
79
TRIVIUM POINT ADVISORY, LLC — grew from 14 to 23 advisory reps. IAPD ↗
79
EASTERLY INVESTMENT PARTNERS LLC — grew from 14 to 23 advisory reps. IAPD ↗
79
FIDELITY INSTITUTIONAL WEALTH ADVISER LLC — grew from 84 to 93 advisory reps. IAPD ↗
79
GUARDIAN WEALTH ADVISORS, LLC — grew from 23 to 32 advisory reps. IAPD ↗
79
TRANSCE3ND LLC — grew from 28 to 39 advisory reps. IAPD ↗
78
TCW ASSET MANAGEMENT COMPANY LLC — grew from 145 to 153 advisory reps. IAPD ↗
78
MELLON INVESTMENTS CORPORATION — grew from 59 to 67 advisory reps. IAPD ↗
78
NISA INVESTMENT ADVISORS, LLC — grew from 194 to 202 advisory reps. IAPD ↗
78
WESTWOOD MANAGEMENT CORP — grew from 68 to 76 advisory reps. IAPD ↗
78
CAIN, WATTERS & ASSOCIATES, LLC — grew from 63 to 71 advisory reps. IAPD ↗
78
WATERLOO CAPITAL — grew from 29 to 37 advisory reps. IAPD ↗
78
PARALLEL ADVISORS, LLC — grew from 56 to 64 advisory reps. IAPD ↗
78
NEPSIS, INC. — grew from 15 to 25 advisory reps. IAPD ↗
78
PURE FINANCIAL ADVISORS, LLC — grew from 56 to 64 advisory reps. IAPD ↗
78
CREATIVEONE SECURITIES, LLC — grew from 123 to 131 advisory reps. IAPD ↗
78
VIVALDI CAPITAL MANAGEMENT LP — grew from 22 to 30 advisory reps. IAPD ↗
78
AXXCESS WEALTH MANAGEMENT, LLC — grew from 44 to 52 advisory reps. IAPD ↗
78
KEENAN FINANCIAL — grew from 11 to 24 advisory reps. IAPD ↗
78
XYPN INVEST — grew from 15 to 25 advisory reps. IAPD ↗
78
NEW EDGE WEALTH — grew from 62 to 70 advisory reps. IAPD ↗
78
ADVISOR SHARE WEALTH MANAGEMENT, LLC — grew from 22 to 35 advisory reps. IAPD ↗
78
JOURNEY STRATEGIC WEALTH LLC — grew from 12 to 20 advisory reps. IAPD ↗
78
ALTITUDE CAPITAL MANAGEMENT LLC — grew from 3 to 16 advisory reps. IAPD ↗
78
AMERICAN WEALTH MANAGEMENT, INC. — now offers financial planning (Item 5G(1)). IAPD ↗
78
ELDRIDGE INVESTMENT ADVISORS INC — now offers financial planning (Item 5G(1)). IAPD ↗
78
SEM WEALTH MANAGEMENT — now offers financial planning (Item 5G(1)). IAPD ↗
78
FAI ADVISORS, INC. — now offers financial planning (Item 5G(1)). IAPD ↗
78
NESTEGGS, INC. — now offers financial planning (Item 5G(1)). IAPD ↗
78
BROADLEAF PARTNERS, LLC — now offers financial planning (Item 5G(1)). IAPD ↗
78
AMERICAN CAPITAL ADVISORY, LLC — now offers financial planning (Item 5G(1)). IAPD ↗
78
PASSIVE CAPITAL MANAGEMENT, LLC — now offers financial planning (Item 5G(1)). IAPD ↗
78
BEAUMONT ASSET MANAGEMENT, LLC — now offers financial planning (Item 5G(1)). IAPD ↗
78
BECK CAPITAL MANAGEMENT LLC — now offers financial planning (Item 5G(1)). IAPD ↗
78
ACCRETIVE WEALTH MANAGEMENT, LLC — now offers financial planning (Item 5G(1)). IAPD ↗
78
L2 ASSET MANAGEMENT, LLC — now offers financial planning (Item 5G(1)). IAPD ↗
78
HUGHES FINANCIAL SERVICES, LLC — now offers financial planning (Item 5G(1)). IAPD ↗
78
XYPN INVEST — now offers financial planning (Item 5G(1)). IAPD ↗
78
BLACK SWIFT GROUP, LLC — now offers financial planning (Item 5G(1)). IAPD ↗
78
HAMILTON WEALTH, LLC — now offers financial planning (Item 5G(1)). IAPD ↗
78
PRINCIPAL ADVISED SERVICES — now offers financial planning (Item 5G(1)). IAPD ↗
78
HOXTON WEALTH USA LLC — now offers financial planning (Item 5G(1)). IAPD ↗
78
GLOBAL KANDOR ADVISORS, LLC — now offers financial planning (Item 5G(1)). IAPD ↗
78
SOLANO WEALTH MANAGEMENT — now offers financial planning (Item 5G(1)). IAPD ↗
78
ATEGENOS CAPITAL, LLC — now offers financial planning (Item 5G(1)). IAPD ↗
78
PERMANENT CAPITAL MANAGEMENT, LP — now offers financial planning (Item 5G(1)). IAPD ↗
77
LOOMIS, SAYLES & COMPANY, L.P. — grew from 722 to 729 advisory reps. IAPD ↗
77
OPPENHEIMER ASSET MANAGEMENT — grew from 127 to 134 advisory reps. IAPD ↗
77
RUSSELL INVESTMENTS — grew from 115 to 122 advisory reps. IAPD ↗
77
NEW ENGLAND ASSET MANAGEMENT, INC. — grew from 49 to 56 advisory reps. IAPD ↗
77
PAYDEN & RYGEL — grew from 109 to 116 advisory reps. IAPD ↗
77
PARAMETRIC PORTFOLIO ASSOCIATES — grew from 191 to 198 advisory reps. IAPD ↗
77
TRUE NORTH ADVISORS, LLC — grew from 21 to 28 advisory reps. IAPD ↗
77
MORGAN STANLEY AIP GP LP — grew from 150 to 157 advisory reps. IAPD ↗
77
SEVEN SPRINGS WEALTH GROUP — grew from 8 to 15 advisory reps. IAPD ↗
77
CARY STREET PARTNERS — grew from 71 to 78 advisory reps. IAPD ↗
77
IC ADVISORY SERVICES, INC. — grew from 191 to 198 advisory reps. IAPD ↗
77
JAFFE TILCHIN INVESTMENT PARTNERS, LLC — grew from 27 to 34 advisory reps. IAPD ↗
77
INDEPENDENT SOLUTIONS WEALTH MANAGEMENT, LLC — grew from 16 to 23 advisory reps. IAPD ↗
77
WEALTHSPIRE ADVISORS — grew from 14 to 21 advisory reps. IAPD ↗
77
AVIOR WEALTH MANAGEMENT, LLC — grew from 113 to 120 advisory reps. IAPD ↗
77
DRAKE & ASSOCIATES, LLC — grew from 6 to 15 advisory reps. IAPD ↗
77
MONTIS FINANCIAL, LLC — grew from 10 to 17 advisory reps. IAPD ↗
77
TIDAL INVESTMENTS LLC — grew from 12 to 19 advisory reps. IAPD ↗
77
RITHOLTZ WEALTH MANAGEMENT — grew from 38 to 45 advisory reps. IAPD ↗
77
PRIVATE ADVISORY — grew from 6 to 13 advisory reps. IAPD ↗
77
IHT WEALTH MANAGEMENT LLC — grew from 146 to 153 advisory reps. IAPD ↗
77
STANSBERRY ASSET MANAGEMENT, LLC — grew from 6 to 13 advisory reps. IAPD ↗
77
PENNINGTON PARTNERS & CO., LLC — grew from 8 to 15 advisory reps. IAPD ↗
77
CW INVESTMENT ADVISERS, LLC — grew from 16 to 25 advisory reps. IAPD ↗
77
HOXTON WEALTH USA LLC — grew from 28 to 37 advisory reps. IAPD ↗
77
BROOKWOOD INVESTMENT GROUP — grew from 17 to 24 advisory reps. IAPD ↗
77
ETHOS FINANCIAL GROUP, LLC — grew from 20 to 27 advisory reps. IAPD ↗
77
DIVERSIFY ADVISORY SERVICES, LLC — grew from 87 to 94 advisory reps. IAPD ↗
76
HARBOUR INVESTMENTS, INC. — grew from 206 to 212 advisory reps. IAPD ↗
76
WCM INVESTMENT MANAGEMENT — grew from 43 to 49 advisory reps. IAPD ↗
76
MONETA GROUP INVESTMENT ADVISORS, LLC — grew from 214 to 220 advisory reps. IAPD ↗
76
AVANTAX PLANNING PARTNERS, INC. — grew from 248 to 254 advisory reps. IAPD ↗
76
MANULIFE INVESTMENT MANAGEMENT (US) LLC — grew from 138 to 144 advisory reps. IAPD ↗
76
ORION PORTFOLIO SOLUTIONS, LLC — grew from 67 to 73 advisory reps. IAPD ↗
76
CIBC PRIVATE WEALTH ADVISORS, INC. — grew from 204 to 210 advisory reps. IAPD ↗
76
WESTMINSTER FINANCIAL ADVISORY CORP — grew from 40 to 46 advisory reps. IAPD ↗
76
ANNEX WEALTH MANAGEMENT, LLC — grew from 60 to 66 advisory reps. IAPD ↗
76
STRATEGIC FINANCIAL CONCEPTS, LLC — grew from 35 to 41 advisory reps. IAPD ↗
76
SMEAD CAPITAL MANAGEMENT, INC. — grew from 10 to 16 advisory reps. IAPD ↗
76
ARETE WEALTH ADVISORS, LLC — grew from 124 to 130 advisory reps. IAPD ↗
76
CAPWEALTH ADVISORS, LLC — grew from 5 to 11 advisory reps. IAPD ↗
76
SOLTIS INVESTMENT ADVISORS, LLC — grew from 45 to 51 advisory reps. IAPD ↗
76
ICONIQ CAPITAL, LLC — grew from 130 to 136 advisory reps. IAPD ↗
76
FOURSTAR WEALTH ADVISORS, LLC — grew from 39 to 45 advisory reps. IAPD ↗
76
REEDMARK ADVISORS, LLC — grew from 1 to 9 advisory reps. IAPD ↗
76
WILLIAM BLAIR INVESTMENT MANAGEMENT, LLC — grew from 146 to 152 advisory reps. IAPD ↗
76
ALPHACORE CAPITAL LLC — grew from 23 to 29 advisory reps. IAPD ↗
76
SUMMIT TRAIL ADVISORS, LLC — grew from 28 to 34 advisory reps. IAPD ↗
76
VESTWELL ADVISORS LLC — grew from 15 to 23 advisory reps. IAPD ↗
76
JORDAN PARK GROUP LLC — grew from 86 to 92 advisory reps. IAPD ↗
76
INTEGRA GLOBAL ADVISORS LLC — grew from 4 to 12 advisory reps. IAPD ↗
76
ALDEN CAPITAL — grew from 14 to 20 advisory reps. IAPD ↗
76
WEALTHPLAN INVESTMENT MANAGEMENT LLC — grew from 8 to 14 advisory reps. IAPD ↗
76
HIGHPOINT PLANNING PARTNERS — grew from 94 to 100 advisory reps. IAPD ↗
76
TFB ADVISORS, LLC — grew from 23 to 31 advisory reps. IAPD ↗
76
STRIVE ASSET MANAGEMENT — grew from 4 to 10 advisory reps. IAPD ↗
76
TRIAD WEALTH PARTNERS, LLC — grew from 5 to 13 advisory reps. IAPD ↗
75
OSAIC WEALTH, INC. — reported RAUM up 112% ($94.56B -> $200.27B). IAPD ↗
75
BROOKFIELD PUBLIC SECURITIES GROUP LLC — reported RAUM up 123% ($21.66B -> $48.29B). IAPD ↗
75
U.S. BANCORP ASSET MANAGEMENT, INC. — reported RAUM up 129% ($176.09B -> $402.82B). IAPD ↗
75
GALLAGHER FIDUCIARY ADVISORS, LLC — reported RAUM up 1128% ($10.24B -> $125.75B). IAPD ↗
75
GOTHAM ASSET MANAGEMENT, LLC — reported RAUM up 92% ($6.31B -> $12.13B). IAPD ↗
75
FFT WEALTH MANAGEMENT — reported RAUM up 94% ($3.13B -> $6.05B). IAPD ↗
75
FOCUS PARTNERS WEALTH, LLC — reported RAUM up 347% ($21.47B -> $95.89B). IAPD ↗
75
TIDAL INVESTMENTS LLC — reported RAUM up 140% ($11.33B -> $27.26B). IAPD ↗
75
HOOD RIVER CAPITAL MANAGEMENT LLC — reported RAUM up 85% ($3.70B -> $6.86B). IAPD ↗
75
APTUS CAPITAL ADVISORS, LLC — reported RAUM up 86% ($5.29B -> $9.86B). IAPD ↗
75
BOWIE CAPITAL MANAGEMENT, LLC — reported RAUM up 115% ($1.03B -> $2.21B). IAPD ↗
75
OSAIC ADVISORY SERVICES, LLC — reported RAUM up 152% ($4.94B -> $12.47B). IAPD ↗
75
ETF ARCHITECT — reported RAUM up 75% ($9.16B -> $16.05B). IAPD ↗
75
COMPOUND PLANNING, INC. — reported RAUM up 117% ($1.40B -> $3.03B). IAPD ↗
75
DUNCAN WILLIAMS ASSET MANAGEMENT, LLC — reported RAUM up 112% ($1.02B -> $2.16B). IAPD ↗
75
VESTMARK ADVISORY SOLUTIONS, INC. — reported RAUM up 78% ($5.64B -> $10.02B). IAPD ↗
75
HUMAN INTEREST ADVISORS LLC — reported RAUM up 92% ($3.45B -> $6.61B). IAPD ↗
75
KOVITZ INVESTMENT GROUP PARTNERS, LLC — reported RAUM up 181% ($11.29B -> $31.73B). IAPD ↗
75
KINGSWOOD WEALTH ADVISORS, LLC — reported RAUM up 137% ($1.04B -> $2.47B). IAPD ↗
75
ATOM INVESTORS LP — reported RAUM up 92% ($1.72B -> $3.30B). IAPD ↗
75
QUANTINNO CAPITAL MANAGEMENT LP — reported RAUM up 233% ($4.30B -> $14.32B). IAPD ↗
75
VISE AI ADVISORS — reported RAUM up 103% ($1.07B -> $2.18B). IAPD ↗
75
ALIYA CAPITAL PARTNERS LLC — reported RAUM up 97% ($1.00B -> $1.98B). IAPD ↗
75
CONFLUENCE FINANCIAL PARTNERS — reported RAUM up 79% ($3.06B -> $5.45B). IAPD ↗
75
THE BALDWIN GROUP WEALTH ADVISORS, LLC — reported RAUM up 338% ($4.81B -> $21.04B). IAPD ↗
75
SAMMONS FINANCIAL GROUP ASSET MANAGEMENT, LLC — reported RAUM up 866% ($11.36B -> $109.76B). IAPD ↗
75
ADVISOR PARTNERS — reported RAUM up 127% ($3.38B -> $7.67B). IAPD ↗
75
STRIVE ASSET MANAGEMENT — reported RAUM up 91% ($1.08B -> $2.06B). IAPD ↗
75
MODERN WEALTH MANAGEMENT, LLC — reported RAUM up 197% ($2.07B -> $6.15B). IAPD ↗
75
KAUFMAN HALL INVESTMENT MANAGEMENT — reported RAUM up 83% ($1.26B -> $2.31B). IAPD ↗
75
ONEAMERICA SECURITIES, INC. — grew from 282 to 289 advisory reps. IAPD ↗
75
PLANMEMBER SECURITIES CORPORATION — grew from 427 to 432 advisory reps. IAPD ↗
75
MARQUETTE ASSOCIATES, INC. — grew from 52 to 57 advisory reps. IAPD ↗
75
LANDAAS & COMPANY — grew from 16 to 21 advisory reps. IAPD ↗
75
CLEARSTEAD; HARTLAND & CO., LLC; CLEARSTEAD ADVISORY SOLUTIONS — grew from 80 to 85 advisory reps. IAPD ↗
75
HEITMAN REAL ESTATE SECURITIES LLC — grew from 42 to 47 advisory reps. IAPD ↗
75
UNITED ASSET STRATEGIES INC. — grew from 16 to 21 advisory reps. IAPD ↗
75
TANGLEWOOD TOTAL WEALTH MANAGEMENT, INC. — grew from 4 to 9 advisory reps. IAPD ↗
75
MASLOW WEALTH ADVISORS — grew from 10 to 15 advisory reps. IAPD ↗
75
GCM GROSVENOR L.P. — grew from 159 to 164 advisory reps. IAPD ↗
75
CENTER FOR FINANCIAL PLANNING INC — grew from 13 to 18 advisory reps. IAPD ↗
75
STRATEGIC FINANCIAL SERVICES — grew from 20 to 25 advisory reps. IAPD ↗
75
MAIN STREET RESEARCH LLC — grew from 11 to 16 advisory reps. IAPD ↗
75
ONE CAPITAL MANAGEMENT, LLC — grew from 41 to 46 advisory reps. IAPD ↗
75
VAN HULZEN FINANCIAL ADVISORS — grew from 10 to 15 advisory reps. IAPD ↗
75
TRADITION WEALTH MANAGEMENT LLC — grew from 23 to 28 advisory reps. IAPD ↗
75
ZEVENBERGEN CAPITAL INVESTMENTS LLC — grew from 5 to 10 advisory reps. IAPD ↗
75
PERIGON WEALTH MANAGEMENT, LLC — grew from 77 to 82 advisory reps. IAPD ↗
75
KOVACK ADVISORS, INC. — grew from 300 to 305 advisory reps. IAPD ↗
75
TPG FINANCIAL ADVISORS, LLC — grew from 8 to 13 advisory reps. IAPD ↗
75
COMPOSITION WEALTH, LLC — grew from 41 to 46 advisory reps. IAPD ↗
75
CAPITAL INVESTMENT ADVISORY SERVICES, LLC — grew from 71 to 76 advisory reps. IAPD ↗
75
CAHABA WEALTH MANAGEMENT, INC. — grew from 12 to 17 advisory reps. IAPD ↗
75
CLEAR HARBOR ASSET MANAGEMENT, LLC — grew from 14 to 19 advisory reps. IAPD ↗
75
CONNECTICUT WEALTH MANAGEMENT, LLC — grew from 35 to 40 advisory reps. IAPD ↗
75
LIBREMAX CAPITAL, LLC — grew from 38 to 43 advisory reps. IAPD ↗
75
PALMER SQUARE CAPITAL MANAGEMENT LLC — grew from 28 to 33 advisory reps. IAPD ↗
75
THE MATHER GROUP, LLC — grew from 81 to 86 advisory reps. IAPD ↗
75
FOUNTAINHEAD ADVISORS — grew from 13 to 18 advisory reps. IAPD ↗
75
COMPASS FINANCIAL MANAGEMENT LLC — grew from 20 to 27 advisory reps. IAPD ↗
75
CANAL CAPITAL MANAGEMENT, LLC — grew from 5 to 10 advisory reps. IAPD ↗
75
IFG ADVISORY, LLC — grew from 75 to 80 advisory reps. IAPD ↗
75
VISIONARY WEALTH ADVISORS, LLC — grew from 39 to 44 advisory reps. IAPD ↗
75
KEEN WEALTH ADVISORS — grew from 24 to 29 advisory reps. IAPD ↗
75
PFG ADVISORS — grew from 99 to 104 advisory reps. IAPD ↗
75
WILLIAM JOSEPH CAPITAL MANAGEMENT, INC. — grew from 19 to 26 advisory reps. IAPD ↗
75
ADDICUS ADVISORY, LLC — grew from 5 to 12 advisory reps. IAPD ↗
75
GPS WEALTH STRATEGIES GROUP, LLC — grew from 21 to 26 advisory reps. IAPD ↗
75
VANTAGE POINT FINANCIAL, LLC — grew from 9 to 16 advisory reps. IAPD ↗
75
FERMATA ADVISORS — grew from 12 to 17 advisory reps. IAPD ↗
75
LXG WEALTH ADVISORY LLC — grew from 7 to 12 advisory reps. IAPD ↗
75
PARNASSUS INVESTMENTS, LLC — grew from 23 to 28 advisory reps. IAPD ↗
75
CASSADAY & COMPANY, INC. — grew from 27 to 32 advisory reps. IAPD ↗
75
SECOND LINE CAPITAL, LLC — grew from 14 to 21 advisory reps. IAPD ↗
75
QUOTIENT WEALTH PARTNERS, LLC — grew from 21 to 26 advisory reps. IAPD ↗
75
WELLTH ADVISORY SERVICES, LLC — grew from 67 to 72 advisory reps. IAPD ↗
75
CALIBER WEALTH MANAGEMENT, LLC — grew from 10 to 15 advisory reps. IAPD ↗
75
CASTLE ROCK ADVISORS LLC — grew from 22 to 27 advisory reps. IAPD ↗
75
TRIBRIDGE PARTNERS FINANCIAL LLC — 's provisional registration is now fully approved. IAPD ↗
75
R. F. LAFFERTY & CO., INC. — now offers financial planning (Item 5G(1)). IAPD ↗
75
BRANSON FOWLKES RUSSELL INC — now offers financial planning (Item 5G(1)). IAPD ↗
75
SAGE INVESTMENT COUNSEL — now offers financial planning (Item 5G(1)). IAPD ↗
75
ENGLESON & ASSOCIATES — now offers financial planning (Item 5G(1)). IAPD ↗
75
COLCHESTER INVESTMENT COUNSEL LLC — now offers financial planning (Item 5G(1)). IAPD ↗
75
HERBERT J. SIMS CAPITAL MANAGEMENT, INC. — now offers financial planning (Item 5G(1)). IAPD ↗
75
TRUEMAN BROWN — now offers financial planning (Item 5G(1)). IAPD ↗
75
CORE CAPITAL MANAGEMENT AND RESEARCH INC. — now offers financial planning (Item 5G(1)). IAPD ↗
75
1492 CAPITAL MANAGEMENT, LLC — now offers financial planning (Item 5G(1)). IAPD ↗
75
HARVEST CAPITAL ASSETS, LLC — now offers financial planning (Item 5G(1)). IAPD ↗
75
SOUND FINANCIAL STRATEGIES GROUP, LLC — now offers financial planning (Item 5G(1)). IAPD ↗
75
RING MOUNTAIN CAPITAL, LLC — now offers financial planning (Item 5G(1)). IAPD ↗
75
SAPPHIRE BLUE INVESTMENT PARTNERS — now offers financial planning (Item 5G(1)). IAPD ↗
75
BABB WEALTH ADVISORS LLC — now offers financial planning (Item 5G(1)). IAPD ↗
75
KORZO FINANCIAL LLC — now offers financial planning (Item 5G(1)). IAPD ↗
75
OT ADVISORS LLC — now offers financial planning (Item 5G(1)). IAPD ↗
75
PRESIDIO WEALTH MANAGEMENT — now offers financial planning (Item 5G(1)). IAPD ↗
74
SAROFIM TRUST CO — reported RAUM up 71% ($7.14B -> $12.17B). IAPD ↗
74
MDT ADVISERS, A DIVISION OF FEDERATED MDTA LLC — reported RAUM up 75% ($6.67B -> $11.66B). IAPD ↗
74
MULTNOMAH GROUP, INC. — reported RAUM up 70% ($1.31B -> $2.22B). IAPD ↗
74
REGAN CAPITAL — reported RAUM up 73% ($1.21B -> $2.10B). IAPD ↗
74
VERNAL POINT ADVISORS, LLC — reported RAUM up 72% ($1.59B -> $2.74B). IAPD ↗
74
LEO WEALTH, LLC — reported RAUM up 75% ($1.52B -> $2.66B). IAPD ↗
74
TOWNSQUARE CAPITAL, LLC — reported RAUM up 71% ($8.78B -> $14.99B). IAPD ↗
74
MERCURY ADVISORY, LLC — reported RAUM up 73% ($6.40B -> $11.07B). IAPD ↗
74
CORDOBA ADVISORY PARTNERS LLC — reported RAUM up 72% ($1.52B -> $2.61B). IAPD ↗
74
THE ASCENT GROUP, LLC — reported RAUM up 71% ($2.88B -> $4.93B). IAPD ↗
74
MEEDER ASSET MANAGEMENT, INC. — grew from 15 to 19 advisory reps. IAPD ↗
74
TRAPHAGEN FINANCIAL GROUP — grew from 10 to 14 advisory reps. IAPD ↗
74
COMMUNITY CAPITAL MANAGEMENT, LLC — grew from 13 to 17 advisory reps. IAPD ↗
74
ADVICEONE ADVISORY SERVICES, LLC — grew from 13 to 17 advisory reps. IAPD ↗
74
MILLENNIUM INVESTMENT AND RETIREMENT ADVISORS, LLC — grew from 4 to 8 advisory reps. IAPD ↗
74
SHEAFF BROCK INVESTMENT ADVISORS, LLC — grew from 14 to 18 advisory reps. IAPD ↗
74
MAIN MANAGEMENT, LLC — grew from 16 to 20 advisory reps. IAPD ↗
74
BUSEY CAPITAL MANAGEMENT, INC. — grew from 14 to 20 advisory reps. IAPD ↗
74
BAKER STREET ADVISORS, LLC — grew from 12 to 16 advisory reps. IAPD ↗
74
HECK CAPITAL ADVISORS, LLC — grew from 16 to 20 advisory reps. IAPD ↗
74
SENDERO WEALTH MANAGEMENT, LLC — grew from 14 to 18 advisory reps. IAPD ↗
74
MIRAE ASSET GLOBAL INVESTMENTS (USA) LLC — grew from 10 to 14 advisory reps. IAPD ↗
74
GUIDESTONE ADVISORS — grew from 17 to 21 advisory reps. IAPD ↗
74
LEGACY FINANCIAL ADVISORS, INC. — grew from 8 to 12 advisory reps. IAPD ↗
74
CV ADVISORS LLC — grew from 15 to 19 advisory reps. IAPD ↗
74
SYMPHONY FINANCIAL, LTD. CO. — grew from 19 to 23 advisory reps. IAPD ↗
74
OREI ADVISORS LP — grew from 17 to 21 advisory reps. IAPD ↗
74
PGIM CUSTOM HARVEST LLC — grew from 6 to 10 advisory reps. IAPD ↗
74
CAPITA FINANCIAL NETWORK, LLC — grew from 18 to 22 advisory reps. IAPD ↗
74
FBL WEALTH MANAGEMENT, LLC — grew from 129 to 138 advisory reps. IAPD ↗
74
DECISIONPOINT FINANCIAL, LLC — grew from 6 to 12 advisory reps. IAPD ↗
74
SIGNAL ADVISORS WEALTH, LLC — grew from 5 to 9 advisory reps. IAPD ↗
74
TSCHETTER GROUP — grew from 11 to 15 advisory reps. IAPD ↗
74
VISE AI ADVISORS — grew from 17 to 21 advisory reps. IAPD ↗
74
QUILITY FINANCIAL ADVISORS — grew from 6 to 15 advisory reps. IAPD ↗
74
CYNDEO WEALTH PARTNERS — grew from 11 to 15 advisory reps. IAPD ↗
74
NEW REPUBLIC PARTNERS — grew from 17 to 21 advisory reps. IAPD ↗
74
GDS WEALTH MANAGEMENT — grew from 11 to 15 advisory reps. IAPD ↗
74
APOLLON FINANCIAL, LLC — grew from 7 to 13 advisory reps. IAPD ↗
74
MARIDEA WEALTH MANAGEMENT — grew from 9 to 15 advisory reps. IAPD ↗
73
M. E. ALLISON & CO., INC. — reported RAUM up 97% ($145.9M -> $287.4M). IAPD ↗
73
INDEPENDENT FINANCIAL GROUP, LLC — reported RAUM up 68% ($6.75B -> $11.32B). IAPD ↗
73
LIFEMARK SECURITIES CORP. — reported RAUM up 88% ($246.1M -> $461.5M). IAPD ↗
73
PRIMESOLUTIONS ADVISORS, LLC — reported RAUM up 126% ($178.3M -> $402.6M). IAPD ↗
73
PINNACLE WEALTH ADVISORS — reported RAUM up 128% ($202.1M -> $461.4M). IAPD ↗
73
CWC ADVISORS, LLC — reported RAUM up 158% ($163.5M -> $421.5M). IAPD ↗
73
EMERSON EQUITY LLC — reported RAUM up 86% ($176.2M -> $327.9M). IAPD ↗
73
ACCUVEST GLOBAL ADVISORS, INC. — reported RAUM up 81% ($518.0M -> $937.7M). IAPD ↗
73
HAMMOND ILES WEALTH ADVISORS — reported RAUM up 262% ($107.1M -> $387.4M). IAPD ↗
73
DAI WEALTH, LLC — reported RAUM up 75% ($152.5M -> $267.4M). IAPD ↗
73
CAPITAL INNOVATIONS, LLC — reported RAUM up 83% ($204.3M -> $372.9M). IAPD ↗
73
AGH WEALTH ADVISORS, LLC — reported RAUM up 123% ($197.2M -> $439.9M). IAPD ↗
73
MONEX ASSET MANAGEMENT, INC. — reported RAUM up 92% ($200.9M -> $386.3M). IAPD ↗
73
CONVERGENCE INVESTMENT PARTNERS, LLC — reported RAUM up 99% ($233.5M -> $464.8M). IAPD ↗
73
TILIA FIDUCIARY PARTNERS, INC. — reported RAUM up 139% ($173.0M -> $413.9M). IAPD ↗
73
BATTERY GLOBAL ADVISORS, LLC — reported RAUM up 67% ($4.12B -> $6.90B). IAPD ↗
73
BERNARD WEALTH MANAGEMENT CORP. — reported RAUM up 75% ($158.9M -> $278.4M). IAPD ↗
73
TAIBER, KOSMALA & ASSOCIATES, LLC — reported RAUM up 338% ($114.0M -> $499.8M). IAPD ↗
73
STEEL TOWER INVESTMENTS — reported RAUM up 160% ($115.6M -> $300.7M). IAPD ↗
73
FOUNDATION WEALTH MANAGEMENT, LLC — reported RAUM up 95% ($167.3M -> $326.8M). IAPD ↗
73
LIQUID STRATEGIES, LLC — reported RAUM up 82% ($522.7M -> $950.4M). IAPD ↗
73
PROSPERITY WEALTH MANAGEMENT, INC. — reported RAUM up 82% ($243.4M -> $442.2M). IAPD ↗
73
EASTGATE CAPITAL ADVISORS LLC — reported RAUM up 98% ($132.5M -> $263.0M). IAPD ↗
73
NICHOLAS WEALTH MANAGEMENT — reported RAUM up 104% ($203.1M -> $413.7M). IAPD ↗
73
MONORAIL SECURITIES LLC — reported RAUM up 200818% ($146,815 -> $295.0M). IAPD ↗
73
VANGUARD PERSONALIZED INDEXING MANAGEMENT — reported RAUM up 67% ($4.35B -> $7.26B). IAPD ↗
73
GANIM PRIVATE WEALTH — reported RAUM up 99% ($131.5M -> $262.0M). IAPD ↗
73
XYPN INVEST — reported RAUM up 141% ($133.3M -> $321.0M). IAPD ↗
73
THE PROFESSIONAL FINANCIAL COMPANY LLC — reported RAUM up 75% ($206.2M -> $361.1M). IAPD ↗
73
WESTWOOD WEALTH MANAGEMENT — reported RAUM up 83% ($185.0M -> $338.8M). IAPD ↗
73
GO INVEST LLC — reported RAUM up 183% ($148.6M -> $420.9M). IAPD ↗
73
VAN CLEMENS WEALTH MANAGEMENT, LLC — reported RAUM up 209% ($105.9M -> $327.2M). IAPD ↗
73
DEW POINT CAPITAL — reported RAUM up 127% ($161.5M -> $366.6M). IAPD ↗
73
VANTAGE POINT FINANCIAL, LLC — reported RAUM up 81% ($237.9M -> $430.7M). IAPD ↗
73
BURKHOLDER WEALTH MANAGEMENT — reported RAUM up 77% ($144.0M -> $255.1M). IAPD ↗
73
SYNERGY INVESTMENT MANAGEMENT LLC — reported RAUM up 354% ($101.6M -> $461.2M). IAPD ↗
73
SEEDS INVESTOR LLC — reported RAUM up 194% ($165.5M -> $485.6M). IAPD ↗
73
CARRICK LANE LLC — reported RAUM up 66% ($1.44B -> $2.38B). IAPD ↗
73
SKYVIEW FINANCIAL GROUP, LLC — reported RAUM up 166% ($103.0M -> $273.9M). IAPD ↗
73
REDEMPTION CAPITAL — reported RAUM up 119% ($121.1M -> $265.5M). IAPD ↗
73
CITY DIFFERENT INVESTMENTS — reported RAUM up 132% ($114.6M -> $265.8M). IAPD ↗
73
GALLIOTT CAPITAL ADVISORS, LLC — reported RAUM up 122% ($118.2M -> $261.9M). IAPD ↗
73
EVERSTAR ASSET MANAGEMENT, LLC — reported RAUM up 137% ($131.4M -> $311.5M). IAPD ↗
73
BLACK DIAMOND FINANCIAL, LLC — reported RAUM up 83% ($199.6M -> $365.5M). IAPD ↗
73
THEPARTNERS WEALTH MANAGEMENT — reported RAUM up 163% ($172.5M -> $454.5M). IAPD ↗
73
GALAPAGOS ADVISORY LLC — reported RAUM up 158% ($106.6M -> $274.9M). IAPD ↗
73
OUTWING PRIVATE WEALTH MANAGEMENT — reported RAUM up 85% ($163.3M -> $302.3M). IAPD ↗
73
IDB LIDO WEALTH, LLC — reported RAUM up 261% ($93.6M -> $338.0M). IAPD ↗
73
ONEASCENT FAMILY OFFICES — reported RAUM up 284% ($93.8M -> $360.2M). IAPD ↗
73
BULL HARBOR CAPITAL LLC. — reported RAUM up 98% ($173.9M -> $344.0M). IAPD ↗
73
MARIDEA WEALTH MANAGEMENT — reported RAUM up 1763% ($25.2M -> $469.2M). IAPD ↗
73
FARTHER ASSET MANAGEMENT, LLC — reported RAUM up 623% ($40.2M -> $290.6M). IAPD ↗
73
J. STERN & CO., LLC — reported RAUM up 1405% ($25.0M -> $376.3M). IAPD ↗
73
TRIAD WEALTH PARTNERS, LLC — reported RAUM up 177% ($153.4M -> $425.0M). IAPD ↗
73
ATEGENOS CAPITAL, LLC — reported RAUM up 257% ($130.6M -> $466.4M). IAPD ↗
73
FOGUTH WEALTH MANAGEMENT, LLC. — reported RAUM up 86% ($237.0M -> $439.6M). IAPD ↗
73
STONEBRIDGE WEALTH SYSTEMS LLC — reported RAUM up 171% ($102.0M -> $276.0M). IAPD ↗
73
WEALTHCARE CAPITAL PARTNERS, LLC — reported RAUM up 106% ($160.6M -> $330.9M). IAPD ↗
73
OWL CREEK WEALTH PARTNERS — reported RAUM up 76% ($205.9M -> $363.0M). IAPD ↗
73
MACK INVESTMENT SECURITIES, INC. — grew from 3 to 8 advisory reps. IAPD ↗
73
NORTHLAND ASSET MANAGEMENT — grew from 19 to 24 advisory reps. IAPD ↗
73
TSA MANAGEMENT INC — grew from 2 to 5 advisory reps. IAPD ↗
73
CORRIGAN FINANCIAL INC — grew from 9 to 12 advisory reps. IAPD ↗
73
PENN DAVIS MCFARLAND INC — grew from 4 to 7 advisory reps. IAPD ↗
73
FINANCIAL COUNCIL, LLC — grew from 7 to 10 advisory reps. IAPD ↗
73
PETERSEN HASTINGS WEALTH ADVISORS, INC. — grew from 15 to 18 advisory reps. IAPD ↗
73
INTEGRIS WEALTH MANAGEMENT, LLC — grew from 7 to 12 advisory reps. IAPD ↗
73
OAKMONT CORPORATION — grew from 4 to 7 advisory reps. IAPD ↗
73
SYNERGY ASSET MANAGEMENT, LLC — grew from 6 to 9 advisory reps. IAPD ↗
73
WINDSOR ADVISORY GROUP, LLC — grew from 11 to 14 advisory reps. IAPD ↗
73
MCMILL CPA AND ADVISORS — grew from 17 to 22 advisory reps. IAPD ↗
73
GARDEN STATE INVESTMENT ADVISORY SERVICES, LLC — grew from 27 to 32 advisory reps. IAPD ↗
73
GREENWICH WEALTH MANAGEMENT, LLC — grew from 8 to 11 advisory reps. IAPD ↗
73
EVERMAY WEALTH MANAGEMENT, LLC — grew from 12 to 15 advisory reps. IAPD ↗
73
MCNALLY ADVISORS, LLC — grew from 14 to 19 advisory reps. IAPD ↗
73
ROTHSCHILD WEALTH LLC — grew from 9 to 14 advisory reps. IAPD ↗
73
SCARBOROUGH CAPITAL MANAGEMENT — grew from 10 to 13 advisory reps. IAPD ↗
73
OLD ORCHARD CAPITAL MANAGEMENT LP — grew from 9 to 12 advisory reps. IAPD ↗
73
TWELVE POINTS WEALTH MANAGEMENT — grew from 10 to 13 advisory reps. IAPD ↗
73
FITZROY INVESTMENT ADVISORS LLC — grew from 5 to 8 advisory reps. IAPD ↗
73
JOHN HANCOCK PERSONAL FINANCIAL SERVICES, LLC — grew from 8 to 11 advisory reps. IAPD ↗
73
EQUITA FINANCIAL NETWORK, INC. — grew from 13 to 18 advisory reps. IAPD ↗
73
BEACON GLOBAL ADVISOR NETWORK, LLC — grew from 45 to 50 advisory reps. IAPD ↗
73
MAIA WEALTH — grew from 30 to 35 advisory reps. IAPD ↗
73
RESONANT CAPITAL ADVISORS, LLC — grew from 11 to 14 advisory reps. IAPD ↗
73
THIRD LAKE PARTNERS, LLC — grew from 11 to 14 advisory reps. IAPD ↗
73
FORGE FINANCIAL — grew from 11 to 14 advisory reps. IAPD ↗
73
CREEKMUR ASSET MANAGEMENT, LLC — grew from 10 to 15 advisory reps. IAPD ↗
73
FOCUSED ALPHA, LLC — grew from 3 to 8 advisory reps. IAPD ↗
73
BLACK TORO LLC — grew from 2 to 7 advisory reps. IAPD ↗
73
PEAK RETIREMENT PLANNING, INC. — grew from 6 to 14 advisory reps. IAPD ↗
73
ADVISOR PARTNERS — grew from 6 to 9 advisory reps. IAPD ↗
73
SOLLINDA CAPITAL MANAGEMENT LLC — grew from 9 to 14 advisory reps. IAPD ↗
73
RANGE ADVISORY, LLC — grew from 9 to 17 advisory reps. IAPD ↗
73
BBVA GLOBAL WEALTH ADVISORS, INC. — grew from 17 to 22 advisory reps. IAPD ↗
73
TRITONPOINT WEALTH, LLC — grew from 6 to 9 advisory reps. IAPD ↗
73
KAUFMAN HALL INVESTMENT MANAGEMENT — grew from 4 to 7 advisory reps. IAPD ↗
73
TRADEWELL SECURITIES, LLC — 's provisional registration is now fully approved. IAPD ↗
73
LIBERTY SQUARE WEALTH PARTNERS LLC — 's provisional registration is now fully approved. IAPD ↗
73
SHRIER WEALTH MANAGEMENT, LLC — 's provisional registration is now fully approved. IAPD ↗
73
SARVER VROOMAN WEALTH ADVISORS LLC — 's provisional registration is now fully approved. IAPD ↗
73
SINDIA CAPITAL ADVISERS, LLC — 's provisional registration is now fully approved. IAPD ↗
73
JW NOVA WEALTH PARTNERS — 's provisional registration is now fully approved. IAPD ↗
73
AERIE ADVISORY GROUP LLC — 's provisional registration is now fully approved. IAPD ↗
73
ELEVATED FINANCIAL GROUP — 's provisional registration is now fully approved. IAPD ↗
72
DOMINION PORTFOLIO MANAGEMENT, INC. — reported RAUM up 71% ($153.0M -> $261.3M). IAPD ↗
72
MWA FINANCIAL SERVICES, INC. — reported RAUM up 74% ($216.1M -> $376.9M). IAPD ↗
72
ARGOS CAPITAL PARTNERS, LLC — reported RAUM up 62% ($1.63B -> $2.64B). IAPD ↗
72
DAVIES FINANCIAL ADVISORS, INC. — reported RAUM up 74% ($165.3M -> $288.2M). IAPD ↗
72
COASTAL BRIDGE ADVISORS — reported RAUM up 63% ($2.81B -> $4.60B). IAPD ↗
72
PROSPERITY CAPITAL ADVISORS — reported RAUM up 64% ($2.25B -> $3.68B). IAPD ↗
72
ALPHASTAR CAPITAL MANAGEMENT — reported RAUM up 61% ($1.15B -> $1.84B). IAPD ↗
72
NEW HOLLAND CAPITAL, LLC — reported RAUM up 61% ($10.85B -> $17.49B). IAPD ↗
72
PHILLIPS AND COMPANY ADVISORS LLC — reported RAUM up 61% ($1.41B -> $2.28B). IAPD ↗
72
WILLIAM JOSEPH CAPITAL MANAGEMENT, INC. — reported RAUM up 72% ($270.2M -> $465.1M). IAPD ↗
72
CORNERSTONE WEALTH — reported RAUM up 63% ($1.29B -> $2.11B). IAPD ↗
72
FORTRESS PRIVATE LEDGER, LLC — reported RAUM up 72% ($200.7M -> $346.1M). IAPD ↗
72
FIDELITY INSTITUTIONAL WEALTH ADVISER LLC — reported RAUM up 65% ($3.93B -> $6.47B). IAPD ↗
72
ELYXIUM WEALTH LLC — reported RAUM up 74% ($260.4M -> $452.7M). IAPD ↗
72
SYSTEMATIC FINANCIAL MANAGEMENT LP — grew from 6 to 8 advisory reps. IAPD ↗
72
EAGLE CAPITAL MANAGEMENT LLC — grew from 10 to 12 advisory reps. IAPD ↗
72
CFS INVESTMENT ADVISORY SERVICES LLC — grew from 8 to 10 advisory reps. IAPD ↗
72
SNYDER CAPITAL MANAGEMENT LP — grew from 6 to 8 advisory reps. IAPD ↗
72
HCR WEALTH ADVISORS — grew from 6 to 8 advisory reps. IAPD ↗
72
MOISAND FITZGERALD TAMAYO, LLC — grew from 9 to 11 advisory reps. IAPD ↗
72
PLANNING ALTERNATIVES LTD — grew from 9 to 11 advisory reps. IAPD ↗
72
BUCKHEAD CAPITAL MANAGEMENT, LLC — grew from 10 to 12 advisory reps. IAPD ↗
72
FLEXIBLE PLAN INVESTMENTS LTD — grew from 3 to 5 advisory reps. IAPD ↗
72
STEIGERWALD, GORDON & KOCH - WEALTH ADVISORS — grew from 7 to 9 advisory reps. IAPD ↗
72
SOUND SHORE MANAGEMENT INC — grew from 6 to 8 advisory reps. IAPD ↗
72
PARKWAY ADVISORS, L.P. — grew from 9 to 11 advisory reps. IAPD ↗
72
ELEMENT WEALTH, LLC — grew from 3 to 7 advisory reps. IAPD ↗
72
SNIDER FINANCIAL GROUP — grew from 5 to 9 advisory reps. IAPD ↗
72
PINNACLE WEALTH ADVISORS — grew from 5 to 9 advisory reps. IAPD ↗
72
HENNION & WALSH ASSET MANAGEMENT, INC. — grew from 7 to 11 advisory reps. IAPD ↗
72
WEALTHCROSSING — grew from 8 to 10 advisory reps. IAPD ↗
72
PROSTATIS FINANCIAL ADVISORS GROUP — grew from 14 to 18 advisory reps. IAPD ↗
72
GENERATION INVESTMENT MANAGEMENT US LLP — grew from 8 to 10 advisory reps. IAPD ↗
72
ANCHOR INVESTMENT MANAGEMENT — grew from 8 to 10 advisory reps. IAPD ↗
72
TRAYNOR CAPITAL MANAGEMENT — grew from 4 to 6 advisory reps. IAPD ↗
72
STONECREST ADVISORS, INC. — grew from 13 to 20 advisory reps. IAPD ↗
72
CHECCHI CAPITAL ADVISERS, LLC — grew from 6 to 8 advisory reps. IAPD ↗
72
BLACK DIAMOND FINANCIAL, LLC — grew from 9 to 11 advisory reps. IAPD ↗
72
MCILRATH & ECK, LLC — grew from 6 to 8 advisory reps. IAPD ↗
72
EAST END ADVISORS, LLC — grew from 7 to 9 advisory reps. IAPD ↗
72
CLEAR HAVEN CAPITAL MANAGEMENT, LLC — grew from 3 to 5 advisory reps. IAPD ↗
72
VISIONARY HORIZONS, LLC — grew from 9 to 13 advisory reps. IAPD ↗
72
AGW CAPITAL ADVISORS — grew from 9 to 11 advisory reps. IAPD ↗
72
HARVEST FUND ADVISORS LLC — grew from 7 to 9 advisory reps. IAPD ↗
72
EMPIRICAL ASSET MANAGEMENT, LLC — grew from 7 to 11 advisory reps. IAPD ↗
72
FSA INVESTMENT GROUP, LLC — grew from 9 to 13 advisory reps. IAPD ↗
72
VERNAL POINT ADVISORS, LLC — grew from 5 to 7 advisory reps. IAPD ↗
72
THE PORTFOLIO STRATEGY GROUP, LLC — grew from 7 to 9 advisory reps. IAPD ↗
72
ELM WEALTH — grew from 3 to 5 advisory reps. IAPD ↗
72
DISCIPLINA CAPITAL MANAGEMENT, LLC — grew from 5 to 7 advisory reps. IAPD ↗
72
MD FINANCIAL ADVISORS / VESTMENT FINANCIAL — grew from 4 to 11 advisory reps. IAPD ↗
72
ARISTOTLE CAPITAL BOSTON, LLC — grew from 6 to 8 advisory reps. IAPD ↗
72
NICHOLAS WEALTH MANAGEMENT — grew from 6 to 10 advisory reps. IAPD ↗
72
ISTO ADVISORS, LLC — grew from 14 to 18 advisory reps. IAPD ↗
72
MMBG INVESTMENT ADVISORS CO. — grew from 3 to 5 advisory reps. IAPD ↗
72
ROUND ROCK ADVISORS LLC — grew from 10 to 14 advisory reps. IAPD ↗
72
VIDENT ASSET MANAGEMENT — grew from 6 to 8 advisory reps. IAPD ↗
72
SMALLWOOD WEALTH MANAGEMENT — grew from 8 to 12 advisory reps. IAPD ↗
72
BLACKSTON FINANCIAL ADVISORY GROUP, LLC — grew from 4 to 8 advisory reps. IAPD ↗
72
SARGENT INVESTMENT GROUP — grew from 10 to 12 advisory reps. IAPD ↗
72
OPTIMA ASSET MANAGEMENT LLC — grew from 10 to 14 advisory reps. IAPD ↗
72
SOUND VIEW WEALTH ADVISORS GROUP, LLC — grew from 8 to 10 advisory reps. IAPD ↗
72
THE MILLSTONE EVANS GROUP, LLC — grew from 4 to 8 advisory reps. IAPD ↗
72
JVP MANAGEMENT — grew from 8 to 10 advisory reps. IAPD ↗
72
SMART WEALTH, LLC — grew from 12 to 16 advisory reps. IAPD ↗
72
MAINSAIL FINANCIAL GROUP — grew from 3 to 7 advisory reps. IAPD ↗
72
ONEASCENT FAMILY OFFICES — grew from 2 to 6 advisory reps. IAPD ↗
72
BRIDGEPORT FINANCIAL SOLUTIONS — grew from 7 to 11 advisory reps. IAPD ↗
72
CASCADE FINANCIAL PARTNERS, LLC — grew from 4 to 6 advisory reps. IAPD ↗
72
CAPITAL INVESTMENT COUNSEL, LLC — grew from 2 to 4 advisory reps. IAPD ↗
72
FG ADVISORY SERVICES, LLC. — grew from 0 to 7 advisory reps. IAPD ↗
72
ORG WEALTH PARTNERS — grew from 1 to 5 advisory reps. IAPD ↗
72
A&M PRIVATE WEALTH PARTNERS, LLC — grew from 11 to 15 advisory reps. IAPD ↗
72
PCM ENCORE, LLC — grew from 4 to 6 advisory reps. IAPD ↗
71
BLACKHILL CAPITAL, INC — reported RAUM up 55% ($1.29B -> $2.00B). IAPD ↗
71
CETERA INVESTMENT ADVISERS LLC — reported RAUM up 57% ($104.47B -> $163.79B). IAPD ↗
71
FIRST AFFIRMATIVE FINANCIAL NETWORK LLC — reported RAUM up 70% ($563.8M -> $956.1M). IAPD ↗
71
EP WEALTH ADVISORS — reported RAUM up 59% ($22.32B -> $35.57B). IAPD ↗
71
MERCER INVESTMENTS LLC — reported RAUM up 56% ($129.79B -> $202.62B). IAPD ↗
71
FOCUSED WEALTH MANAGEMENT, INC. — reported RAUM up 60% ($1.18B -> $1.89B). IAPD ↗
71
CREWE ADVISORS — reported RAUM up 55% ($1.62B -> $2.51B). IAPD ↗
71
THE FIDUCIARY ALLIANCE — reported RAUM up 57% ($1.23B -> $1.92B). IAPD ↗
71
NAPATREE CAPITAL LLC — reported RAUM up 66% ($156.8M -> $260.0M). IAPD ↗
71
BOSTON FAMILY ADVISORS LLC — reported RAUM up 68% ($169.2M -> $284.9M). IAPD ↗
71
EAGLEBROOK ADVISORS — reported RAUM up 66% ($211.1M -> $350.2M). IAPD ↗
71
JVP MANAGEMENT — reported RAUM up 57% ($2.79B -> $4.38B). IAPD ↗
71
CONCURRENT INVESTMENT ADVISORS, LLC — reported RAUM up 58% ($6.26B -> $9.90B). IAPD ↗
71
NDURE GLOBAL LLC — reported RAUM up 67% ($183.2M -> $305.6M). IAPD ↗
71
ORG WEALTH PARTNERS — reported RAUM up 68% ($247.9M -> $415.8M). IAPD ↗
71
BNA WEALTH — grew from 3 to 6 advisory reps. IAPD ↗
71
PVG ASSET MANAGEMENT CORP — grew from 3 to 6 advisory reps. IAPD ↗
71
MANCHESTER FINANCIAL INC — grew from 12 to 15 advisory reps. IAPD ↗
71
WILLIAM MACK & ASSOCIATES INC — grew from 7 to 10 advisory reps. IAPD ↗
71
STRATEGY ASSET MANAGERS L.L.C. — grew from 6 to 9 advisory reps. IAPD ↗
71
OARSMAN CAPITAL, INC — grew from 10 to 13 advisory reps. IAPD ↗
71
WINCH FINANCIAL — grew from 12 to 15 advisory reps. IAPD ↗
71
MORLING FINANCIAL ADVISORS, LLC — grew from 12 to 15 advisory reps. IAPD ↗
71
MORRIS FINANCIAL CONCEPTS, INC. — grew from 6 to 9 advisory reps. IAPD ↗
71
COOPER/HAIMS ADVISORS, LLC — grew from 9 to 12 advisory reps. IAPD ↗
71
CWC ADVISORS, LLC — grew from 5 to 8 advisory reps. IAPD ↗
71
THE RICE PARTNERSHIP, LLC — grew from 6 to 9 advisory reps. IAPD ↗
71
DAVIES FINANCIAL ADVISORS, INC. — grew from 4 to 7 advisory reps. IAPD ↗
71
ARGOS WEALTH ADVISORS LLC — grew from 7 to 10 advisory reps. IAPD ↗
71
HFG WEALTH MANAGEMENT, LLC — grew from 4 to 7 advisory reps. IAPD ↗
71
RALEIGH CAPITAL MANAGEMENT INC. — grew from 8 to 11 advisory reps. IAPD ↗
71
CRESTA ADVISORS — grew from 4 to 7 advisory reps. IAPD ↗
71
S.E.E.D. PLANNING GROUP, LLC — grew from 14 to 17 advisory reps. IAPD ↗
71
MARTIN WEALTH SOLUTIONS — grew from 2 to 5 advisory reps. IAPD ↗
71
LIFEGUIDE FINANCIAL ADVISORS, LLC — grew from 11 to 14 advisory reps. IAPD ↗
71
IMPACT INVESTORS — grew from 5 to 8 advisory reps. IAPD ↗
71
FINANCIAL STRATEGIES GROUP, INC — grew from 6 to 9 advisory reps. IAPD ↗
71
CREDICORP CAPITAL ADVISORS LLC — grew from 7 to 10 advisory reps. IAPD ↗
71
BANORTE ASSET MANAGEMENT, INC. — grew from 13 to 16 advisory reps. IAPD ↗
71
VESTIA PERSONAL WEALTH ADVISORS — grew from 15 to 18 advisory reps. IAPD ↗
71
THAYER PARTNERS LLC — grew from 4 to 7 advisory reps. IAPD ↗
71
ASTON CAPITAL MANAGEMENT — grew from 3 to 6 advisory reps. IAPD ↗
71
BRIDGEWEALTH ADVISORY GROUP, LLC — grew from 3 to 6 advisory reps. IAPD ↗
71
VAN CLEMENS WEALTH MANAGEMENT, LLC — grew from 15 to 18 advisory reps. IAPD ↗
71
FINANCIAL TRANSPARENCY — grew from 14 to 17 advisory reps. IAPD ↗
71
INTELLIGENT WEALTH SOLUTIONS LLC — grew from 1 to 4 advisory reps. IAPD ↗
71
SCHORN WEALTH — grew from 5 to 8 advisory reps. IAPD ↗
71
SEEDS INVESTOR LLC — grew from 2 to 5 advisory reps. IAPD ↗
71
WHEELHOUSE ADVISORY GROUP, LLC — grew from 4 to 7 advisory reps. IAPD ↗
71
HILL ISLAND FINANCIAL LLC — grew from 5 to 8 advisory reps. IAPD ↗
71
PROSPERITAS FINANCIAL, LLC — grew from 13 to 16 advisory reps. IAPD ↗
71
TRADEWINDS, LLC — grew from 6 to 9 advisory reps. IAPD ↗
71
STONEBRIDGE WEALTH SYSTEMS LLC — grew from 6 to 9 advisory reps. IAPD ↗
71
PLATFORM WEALTH ADVISORS — grew from 6 to 9 advisory reps. IAPD ↗
71
CARRERA CAPITAL ADVISORS — grew from 6 to 9 advisory reps. IAPD ↗
70
LESKO SECURITIES, INC. — crossed $500M in regulatory AUM ($474.0M -> $597.1M). IAPD ↗
70
CHAPIN DAVIS ASSET MANAGEMENT — crossed $500M in regulatory AUM ($417.4M -> $539.1M). IAPD ↗
70
ANDREW GARRETT, INC. — crossed $500M in regulatory AUM ($470.1M -> $663.0M). IAPD ↗
70
BNA WEALTH — crossed $500M in regulatory AUM ($374.6M -> $504.0M). IAPD ↗
70
GAGNON SECURITIES, LLC — crossed $500M in regulatory AUM ($438.0M -> $545.3M). IAPD ↗
70
THE JUNK INVESTMENT GROUP — crossed $500M in regulatory AUM ($419.3M -> $526.5M). IAPD ↗
70
KIRR, MARBACH & COMPANY, LLC — crossed $500M in regulatory AUM ($434.6M -> $513.4M). IAPD ↗
70
PLANNED SOLUTIONS, INC. — crossed $500M in regulatory AUM ($468.2M -> $540.0M). IAPD ↗
70
WEALTH PLANNING CORP — crossed $500M in regulatory AUM ($454.9M -> $518.2M). IAPD ↗
70
INDEPENDENT INVESTORS INC — crossed $500M in regulatory AUM ($476.4M -> $541.2M). IAPD ↗
70
KERSHNER, GROSSO & CO. — crossed $500M in regulatory AUM ($437.0M -> $524.7M). IAPD ↗
70
AUGUSTINE ASSET MANAGEMENT INC — crossed $500M in regulatory AUM ($477.0M -> $660.2M). IAPD ↗
70
MONTROSE ADVISORS INC — crossed $500M in regulatory AUM ($413.1M -> $647.5M). IAPD ↗
70
FAIRFIELD, BUSH & CO. — crossed $500M in regulatory AUM ($448.9M -> $521.1M). IAPD ↗
70
ATLAS CAPITAL MANAGEMENT CORP — crossed $500M in regulatory AUM ($460.9M -> $562.6M). IAPD ↗
70
HARVEY CAPITAL MANAGEMENT INC — crossed $500M in regulatory AUM ($425.8M -> $523.3M). IAPD ↗
70
BEARD INVESTMENT SERVICES, INC. — crossed $500M in regulatory AUM ($455.5M -> $859.7M). IAPD ↗
70
HEMSLEY ADVISORS, LTD. — crossed $500M in regulatory AUM ($478.8M -> $541.0M). IAPD ↗
70
WHITENER CAPITAL MANAGEMENT, INC — crossed $500M in regulatory AUM ($409.2M -> $506.1M). IAPD ↗
70
HAMEL ASSOCIATES,INC. — crossed $500M in regulatory AUM ($489.3M -> $514.6M). IAPD ↗
70
BLUE BARN WEALTH — crossed $500M in regulatory AUM ($431.4M -> $521.4M). IAPD ↗
70
SHIKIAR ASSET MANAGEMENT INC — crossed $500M in regulatory AUM ($477.0M -> $532.0M). IAPD ↗
70
BLUE OCEAN CAPITAL — crossed $500M in regulatory AUM ($498.1M -> $517.3M). IAPD ↗
70
LAFFER TENGLER INVESTMENTS, INC. — crossed $500M in regulatory AUM ($462.6M -> $622.0M). IAPD ↗
70
LOMBARD ADVISERS INCORPORATED — crossed $500M in regulatory AUM ($366.4M -> $567.4M). IAPD ↗
70
BRAVE FAMILY ADVISORS — crossed $500M in regulatory AUM ($491.3M -> $542.8M). IAPD ↗
70
COVENANT ASSET MANAGEMENT, LLC — crossed $500M in regulatory AUM ($494.4M -> $624.3M). IAPD ↗
70
SEABRIDGE INVESTMENT ADVISORS LLC — crossed $500M in regulatory AUM ($434.4M -> $610.4M). IAPD ↗
70
MCGOWAN & CO LLP — crossed $500M in regulatory AUM ($485.0M -> $575.4M). IAPD ↗
70
SUMMIT FINANCIAL — crossed $500M in regulatory AUM ($499.4M -> $519.0M). IAPD ↗
70
DUMONT & BLAKE INVESTMENT ADVISORS LLC — crossed $500M in regulatory AUM ($490.0M -> $540.8M). IAPD ↗
70
SHAYNE & JACOBS, LLC — crossed $500M in regulatory AUM ($483.0M -> $561.9M). IAPD ↗
70
RTW FINANCIAL ADVISORS INC — crossed $500M in regulatory AUM ($472.0M -> $508.5M). IAPD ↗
70
WINCH FINANCIAL — crossed $500M in regulatory AUM ($420.2M -> $510.7M). IAPD ↗
70
BAYSHORE CAPITAL — crossed $500M in regulatory AUM ($454.2M -> $740.8M). IAPD ↗
70
AB CUSTOM ALTERNATIVE SOLUTIONS LLC — crossed $500M in regulatory AUM ($484.0M -> $746.0M). IAPD ↗
70
LEGACY CAPITAL GROUP CALIFORNIA, INC. — crossed $500M in regulatory AUM ($444.0M -> $608.4M). IAPD ↗
70
ASSET PLANNING, INC — crossed $500M in regulatory AUM ($446.5M -> $506.0M). IAPD ↗
70
IMC ADVISORS, LLC — crossed $500M in regulatory AUM ($448.2M -> $509.6M). IAPD ↗
70
SHAKESPEARE WEALTH MANAGEMENT, LLC — crossed $500M in regulatory AUM ($440.2M -> $512.5M). IAPD ↗
70
WOOSTER CORTHELL WEALTH MANAGEMENT, INC. — crossed $500M in regulatory AUM ($453.1M -> $501.2M). IAPD ↗
70
MIDWEST PROFESSIONAL PLANNERS, LTD. — crossed $500M in regulatory AUM ($431.8M -> $554.3M). IAPD ↗
70
HUNTLEIGH ADVISORS, INC. — crossed $500M in regulatory AUM ($445.4M -> $626.5M). IAPD ↗
70
WJ INTERESTS, LLC — crossed $500M in regulatory AUM ($483.8M -> $553.0M). IAPD ↗
70
PINION WEALTH MANAGEMENT, LLC — crossed $500M in regulatory AUM ($493.9M -> $649.0M). IAPD ↗
70
CORUS FAMILY WEALTH ADVISORS, INC. — crossed $500M in regulatory AUM ($403.5M -> $541.2M). IAPD ↗
70
MCELHENNY SHEFFIELD CAPITAL MANAGEMENT, LLC — crossed $500M in regulatory AUM ($419.4M -> $508.7M). IAPD ↗
70
MADRONA FINANCIAL & CPAS — crossed $500M in regulatory AUM ($393.0M -> $505.7M). IAPD ↗
70
PLAN GROUP FINANCIAL, INC. — crossed $500M in regulatory AUM ($346.9M -> $541.4M). IAPD ↗
70
FINANCIAL SECURITY MANAGEMENT, INC — crossed $500M in regulatory AUM ($439.4M -> $556.0M). IAPD ↗
70
BOONE WEALTH ADVISORS, LLC — crossed $500M in regulatory AUM ($232.6M -> $639.4M). IAPD ↗
70
ALEXANDER LABRUNERIE & CO., INC. — crossed $500M in regulatory AUM ($426.7M -> $525.1M). IAPD ↗
70
AFFINITY INVESTMENT GROUP, LLC — crossed $500M in regulatory AUM ($444.9M -> $515.3M). IAPD ↗
70
SNIDER FINANCIAL GROUP — crossed $500M in regulatory AUM ($315.8M -> $500.7M). IAPD ↗
70
SHANKERVALLEAU WEALTH ADVISORS, INC. — crossed $500M in regulatory AUM ($495.7M -> $549.9M). IAPD ↗
70
BERKELEY, INC — crossed $500M in regulatory AUM ($327.4M -> $595.9M). IAPD ↗
70
COLLEGIATE CAPITAL MANAGEMENT, INC. — crossed $500M in regulatory AUM ($498.6M -> $582.3M). IAPD ↗
70
DIVERSIFIED FINANCIAL ADVISORS, LLC — crossed $500M in regulatory AUM ($451.2M -> $512.2M). IAPD ↗
70
BMB ADVISERS LLC — crossed $500M in regulatory AUM ($457.1M -> $523.1M). IAPD ↗
70
PHOENIX WEALTH ADVISORS INC. — crossed $500M in regulatory AUM ($488.4M -> $551.0M). IAPD ↗
70
CONSOLIDATED FINANCIAL — crossed $500M in regulatory AUM ($441.2M -> $516.0M). IAPD ↗
70
RESOURCE FINANCIAL GROUP, LTD. — crossed $500M in regulatory AUM ($464.1M -> $542.6M). IAPD ↗
70
PREMIER WEALTH ADVISORS, LLC — crossed $500M in regulatory AUM ($431.8M -> $523.1M). IAPD ↗
70
QUANTUM FINANCIAL SERVICES INC. — crossed $500M in regulatory AUM ($486.4M -> $590.8M). IAPD ↗
70
FMB WEALTH MANAGEMENT — crossed $500M in regulatory AUM ($451.7M -> $507.8M). IAPD ↗
70
ALPHA FINANCIAL ADVISORS, LLC — crossed $500M in regulatory AUM ($444.1M -> $503.1M). IAPD ↗
70
WISE PLANNING, INC. — crossed $500M in regulatory AUM ($465.2M -> $529.4M). IAPD ↗
70
ELEVATION WEALTH PARTNERS, LLC — crossed $500M in regulatory AUM ($485.1M -> $582.1M). IAPD ↗
70
GEM ASSET MANAGEMENT, LLC — crossed $500M in regulatory AUM ($461.0M -> $530.4M). IAPD ↗
70
PALISADE INVESTMENTS, LLC — crossed $500M in regulatory AUM ($464.6M -> $513.0M). IAPD ↗
70
CORNERSTONE WEALTH ADVISORS, INC. — crossed $500M in regulatory AUM ($445.4M -> $527.8M). IAPD ↗
70
CREEKSIDE PARTNERS — crossed $500M in regulatory AUM ($466.5M -> $505.3M). IAPD ↗
70
HIGHLAND FINANCIAL ADVISORS, LLC — crossed $500M in regulatory AUM ($430.4M -> $503.8M). IAPD ↗
70
HENNION & WALSH ASSET MANAGEMENT, INC. — crossed $500M in regulatory AUM ($472.7M -> $590.1M). IAPD ↗
70
WESTOVER CAPITAL ADVISORS, LLC — crossed $500M in regulatory AUM ($401.2M -> $568.6M). IAPD ↗
70
PRESTIGE WEALTH MANAGEMENT GROUP, LLC — crossed $500M in regulatory AUM ($498.5M -> $599.4M). IAPD ↗
70
GRADIENT WEALTH MANAGEMENT — crossed $500M in regulatory AUM ($475.2M -> $591.1M). IAPD ↗
70
WEST OAK CAPITAL, LLC — crossed $500M in regulatory AUM ($439.9M -> $525.6M). IAPD ↗
70
NVEST FINANCIAL, LLC — crossed $500M in regulatory AUM ($379.8M -> $523.4M). IAPD ↗
70
RICHARDSON CAPITAL MANAGEMENT, LLC — crossed $500M in regulatory AUM ($445.5M -> $526.5M). IAPD ↗
70
REGENCY WEALTH MANAGEMENT — crossed $500M in regulatory AUM ($484.6M -> $538.3M). IAPD ↗
70
AMICUS FINANCIAL ADVISORS, LLC — crossed $500M in regulatory AUM ($438.8M -> $511.2M). IAPD ↗
70
MERIDIAN INVESTMENT COUNSEL, INC. — crossed $500M in regulatory AUM ($486.8M -> $539.4M). IAPD ↗
70
FLAGSHIP WEALTH ADVISORS, LLC. — crossed $500M in regulatory AUM ($421.3M -> $607.5M). IAPD ↗
70
WESTWOOD WEALTH MANAGEMENT — crossed $500M in regulatory AUM ($433.3M -> $638.2M). IAPD ↗
70
PROSTATIS FINANCIAL ADVISORS GROUP — crossed $500M in regulatory AUM ($405.0M -> $508.9M). IAPD ↗
70
GARDEN STATE INVESTMENT ADVISORY SERVICES, LLC — crossed $500M in regulatory AUM ($445.6M -> $561.5M). IAPD ↗
70
TRINITY FINANCIAL ADVISORS LLC — crossed $500M in regulatory AUM ($487.3M -> $580.4M). IAPD ↗
70
ATLAS BROWN — crossed $500M in regulatory AUM ($455.2M -> $567.5M). IAPD ↗
70
NESTEGGS, INC. — crossed $500M in regulatory AUM ($484.2M -> $724.7M). IAPD ↗
70
BROGAN FINANCIAL — crossed $500M in regulatory AUM ($444.2M -> $533.3M). IAPD ↗
70
SG CAPITAL MANAGEMENT LLC — crossed $500M in regulatory AUM ($436.3M -> $957.4M). IAPD ↗
70
LIGHTHOUSE FINANCIAL — crossed $500M in regulatory AUM ($490.2M -> $604.6M). IAPD ↗
70
TORTUGA ADVISERS LLC — crossed $500M in regulatory AUM ($481.6M -> $527.0M). IAPD ↗
70
REDMOND ASSET MANAGEMENT, LLC — crossed $500M in regulatory AUM ($378.5M -> $557.2M). IAPD ↗
70
FREEDOM DAY SOLUTIONS, LLC — crossed $500M in regulatory AUM ($422.9M -> $569.0M). IAPD ↗
70
JACOBSON & SCHMITT ADVISORS, LLC — crossed $500M in regulatory AUM ($461.2M -> $590.0M). IAPD ↗
70
OAK FAMILY ADVISORS, LLC — crossed $500M in regulatory AUM ($495.8M -> $534.0M). IAPD ↗
70
TOTAL CLARITY WEALTH MANAGEMENT, INC — crossed $500M in regulatory AUM ($458.0M -> $607.9M). IAPD ↗
70
HUBER CAPITAL MANAGEMENT LLC — crossed $500M in regulatory AUM ($426.1M -> $541.5M). IAPD ↗
70
STEWART WEALTH MANAGEMENT, INC. — crossed $500M in regulatory AUM ($438.1M -> $501.2M). IAPD ↗
70
FAMILY OFFICE RESEARCH, LLC — crossed $500M in regulatory AUM ($479.0M -> $580.9M). IAPD ↗
70
REAP FINANCIAL GROUP, LLC — crossed $500M in regulatory AUM ($443.5M -> $510.2M). IAPD ↗
70
WEA FINANCIAL ADVISORS, INC. — crossed $500M in regulatory AUM ($472.4M -> $554.3M). IAPD ↗
70
HELMSTAR WEALTH MANAGEMENT — crossed $500M in regulatory AUM ($454.8M -> $586.9M). IAPD ↗
70
CORNELL POCHILY INVESTMENT ADVISORS, INC. — crossed $500M in regulatory AUM ($492.2M -> $570.3M). IAPD ↗
70
MELIA WEALTH LLC — crossed $500M in regulatory AUM ($455.7M -> $509.5M). IAPD ↗
70
HARVEST FINANCIAL ADVISORS, LLC — crossed $500M in regulatory AUM ($468.5M -> $582.6M). IAPD ↗
70
PORTFOLIO MEDICS, LLC — crossed $500M in regulatory AUM ($499.6M -> $552.7M). IAPD ↗
70
EMPIRE FINANCIAL MANAGEMENT COMPANY, LLC — crossed $500M in regulatory AUM ($484.8M -> $519.6M). IAPD ↗
70
SAFEGUARD INVESTMENT ADVISORY GROUP, LLC — crossed $500M in regulatory AUM ($454.6M -> $603.5M). IAPD ↗
70
QUATTRO ADVISORS L.L.C. — crossed $500M in regulatory AUM ($468.4M -> $516.3M). IAPD ↗
70
RDA FINANCIAL NETWORK — crossed $500M in regulatory AUM ($493.7M -> $578.7M). IAPD ↗
70
HT PARTNERS LLC — crossed $500M in regulatory AUM ($485.5M -> $503.4M). IAPD ↗
70
THE RETIREMENT SOLUTION LLC — crossed $500M in regulatory AUM ($475.3M -> $573.3M). IAPD ↗
70
BOLTHOUSE INVESTMENT MANAGEMENT SERVICES — crossed $500M in regulatory AUM ($422.9M -> $544.8M). IAPD ↗
70
MERITAS WEALTH MANAGEMENT, LLC — crossed $500M in regulatory AUM ($483.8M -> $533.8M). IAPD ↗
70
CENTRAL TRUST BANK — crossed $500M in regulatory AUM ($489.5M -> $508.6M). IAPD ↗
70
ADAMS ASHBY FINANCIAL ADVISORS — crossed $500M in regulatory AUM ($442.5M -> $737.1M). IAPD ↗
70
BLUECHIP WEALTH ADVISORS LLC — crossed $500M in regulatory AUM ($485.1M -> $637.0M). IAPD ↗
70
PAULSON WEALTH MANAGEMENT INC. — crossed $500M in regulatory AUM ($489.4M -> $503.8M). IAPD ↗
70
HOEY INVESTMENTS, INC. — crossed $500M in regulatory AUM ($427.5M -> $635.5M). IAPD ↗
70
BECK CAPITAL MANAGEMENT LLC — crossed $500M in regulatory AUM ($384.6M -> $504.9M). IAPD ↗
70
OLD PEAK FINANCE — crossed $500M in regulatory AUM ($471.9M -> $575.2M). IAPD ↗
70
RILEY FRIEDMAN ASSET MANAGEMENT — crossed $500M in regulatory AUM ($453.3M -> $504.9M). IAPD ↗
70
COMPASS FINANCIAL MANAGEMENT LLC — crossed $500M in regulatory AUM ($409.4M -> $519.0M). IAPD ↗
70
UNITED CAPITAL MANAGEMENT OF KANSAS, INC. — crossed $500M in regulatory AUM ($459.8M -> $669.7M). IAPD ↗
70
CLARITY WEALTH ADVISORS — crossed $500M in regulatory AUM ($478.9M -> $601.2M). IAPD ↗
70
TLWM FINANCIAL — crossed $500M in regulatory AUM ($484.9M -> $577.3M). IAPD ↗
70
STONEMARK WEALTH MANAGEMENT — crossed $500M in regulatory AUM ($427.1M -> $516.3M). IAPD ↗
70
RPG FAMILY WEALTH ADVISORY, LLC — crossed $500M in regulatory AUM ($492.3M -> $590.3M). IAPD ↗
70
PARK CAPITAL MANAGEMENT, LLC — crossed $500M in regulatory AUM ($377.1M -> $732.8M). IAPD ↗
70
HARVEST INVESTMENT SERVICES, LLC — crossed $500M in regulatory AUM ($281.7M -> $534.2M). IAPD ↗
70
NEW LEGACY GROUP, LLC — crossed $500M in regulatory AUM ($444.6M -> $707.9M). IAPD ↗
70
QUANTUM CAPITAL ADVISORS, LLC — crossed $500M in regulatory AUM ($193.9M -> $935.2M). IAPD ↗
70
FORTIS ADVISORS, LLC — crossed $500M in regulatory AUM ($470.8M -> $508.4M). IAPD ↗
70
HIGHMARK WEALTH MANAGEMENT LLC — crossed $500M in regulatory AUM ($483.7M -> $522.8M). IAPD ↗
70
IRON HORSE WEALTH MANAGEMENT, LLC — crossed $500M in regulatory AUM ($426.3M -> $532.8M). IAPD ↗
70
OAK GROVE CAPITAL, LLC — crossed $500M in regulatory AUM ($340.9M -> $616.2M). IAPD ↗
70
SILVERLAKE WEALTH MANAGEMENT LLC — crossed $500M in regulatory AUM ($485.7M -> $572.7M). IAPD ↗
70
FIRST ADVISORS NATIONAL, LLC — crossed $500M in regulatory AUM ($448.3M -> $501.1M). IAPD ↗
70
AFFINITY CAPITAL ADVISORS LLC — crossed $500M in regulatory AUM ($480.1M -> $636.1M). IAPD ↗
70
X-SQUARE CAPITAL — crossed $500M in regulatory AUM ($423.6M -> $623.9M). IAPD ↗
70
WEALTH PRESERVATION ADVISORS, LLC — crossed $500M in regulatory AUM ($479.7M -> $536.1M). IAPD ↗
70
360 FINANCIAL — crossed $500M in regulatory AUM ($475.4M -> $567.6M). IAPD ↗
70
LOGICA CAPITAL ADVISERS, LLC — crossed $500M in regulatory AUM ($319.8M -> $522.6M). IAPD ↗
70
CRESTA ADVISORS — crossed $500M in regulatory AUM ($418.0M -> $533.1M). IAPD ↗
70
BROPHY WEALTH MANAGEMENT, LLC — crossed $500M in regulatory AUM ($407.3M -> $512.6M). IAPD ↗
70
MYSTIC ASSET MANAGEMENT — crossed $500M in regulatory AUM ($333.7M -> $529.3M). IAPD ↗
70
VIZCAYA CAPITAL, LLC — crossed $500M in regulatory AUM ($426.7M -> $529.8M). IAPD ↗
70
SEQUOIA WEALTH MANAGEMENT, LLC — crossed $500M in regulatory AUM ($457.2M -> $514.3M). IAPD ↗
70
ARIADNE WEALTH MANAGEMENT, LP — crossed $500M in regulatory AUM ($445.9M -> $539.3M). IAPD ↗
70
WEALTH MANAGEMENT ADVISORS, LLC — crossed $500M in regulatory AUM ($465.3M -> $562.7M). IAPD ↗
70
MFA WEALTH ADVISORS, LLC — crossed $500M in regulatory AUM ($479.3M -> $529.1M). IAPD ↗
70
FORTIS CAPITAL MANAGEMENT LLC — crossed $500M in regulatory AUM ($496.9M -> $726.3M). IAPD ↗
70
L2 ASSET MANAGEMENT, LLC — crossed $500M in regulatory AUM ($473.3M -> $819.6M). IAPD ↗
70
LAZARI CAPITAL MANAGEMENT, INC. — crossed $500M in regulatory AUM ($471.1M -> $614.6M). IAPD ↗
70
WHITE OAKS WEALTH ADVISORS, INC. — crossed $500M in regulatory AUM ($490.9M -> $530.0M). IAPD ↗
70
BENTOAK CAPITAL — crossed $500M in regulatory AUM ($473.0M -> $803.7M). IAPD ↗
70
TYLER-STONE WEALTH MANAGEMENT, LLC — crossed $500M in regulatory AUM ($460.3M -> $598.9M). IAPD ↗
70
C.J. LAWRENCE — crossed $500M in regulatory AUM ($484.5M -> $591.5M). IAPD ↗
70
LOOM CAPITAL MANAGEMENT LLC — crossed $500M in regulatory AUM ($443.1M -> $505.8M). IAPD ↗
70
PURUS WEALTH MANAGEMENT, LLC — crossed $500M in regulatory AUM ($437.5M -> $548.2M). IAPD ↗
70
TUCKER ASSET MANAGEMENT LLC — crossed $500M in regulatory AUM ($476.5M -> $640.8M). IAPD ↗
70
MASCOMA WEALTH MANAGEMENT — crossed $500M in regulatory AUM ($435.3M -> $504.7M). IAPD ↗
70
ARIES WEALTH MANAGEMENT, LLC — crossed $500M in regulatory AUM ($426.1M -> $530.7M). IAPD ↗
70
GRANITE HARBOR ADVISORS, INC. — crossed $500M in regulatory AUM ($401.2M -> $561.4M). IAPD ↗
70
CASTLE ROCK WEALTH MANAGEMENT, LLC — crossed $500M in regulatory AUM ($485.8M -> $521.8M). IAPD ↗
70
AVIVAR CAPITAL, LLC — crossed $500M in regulatory AUM ($443.2M -> $513.8M). IAPD ↗
70
GIBBS WEALTH MANAGEMENT, LLC — crossed $500M in regulatory AUM ($391.4M -> $639.2M). IAPD ↗
70
DGS CAPITAL MANAGEMENT — crossed $500M in regulatory AUM ($446.7M -> $535.5M). IAPD ↗
70
CURRAN FINANCIAL PARTNERS, LLC — crossed $500M in regulatory AUM ($472.7M -> $592.9M). IAPD ↗
70
MERIDIAN FINANCIAL PARTNERS LLC — crossed $500M in regulatory AUM ($400.8M -> $510.8M). IAPD ↗
70
MULHOLLAND WEALTH ADVISORS, LLC — crossed $500M in regulatory AUM ($430.5M -> $543.2M). IAPD ↗
70
ACUMEN WEALTH ADVISORS, LLC — crossed $500M in regulatory AUM ($427.3M -> $593.7M). IAPD ↗
70
HOOPOE ADVISORS — crossed $500M in regulatory AUM ($402.5M -> $543.6M). IAPD ↗
70
BMSS WESSON WEALTH SOLUTIONS — crossed $500M in regulatory AUM ($493.5M -> $577.1M). IAPD ↗
70
CORDATUS WEALTH MANAGEMENT LLC — crossed $500M in regulatory AUM ($457.8M -> $525.6M). IAPD ↗
70
INVISTA ADVISORS — crossed $500M in regulatory AUM ($462.4M -> $580.1M). IAPD ↗
70
SALING WEALTH ADVISORS — crossed $500M in regulatory AUM ($410.4M -> $517.6M). IAPD ↗
70
WOLFF FINANCIAL MANAGEMENT LLC — crossed $500M in regulatory AUM ($465.5M -> $531.7M). IAPD ↗
70
ALPHA CAPITAL MANAGEMENT GROUP LLC — crossed $500M in regulatory AUM ($421.9M -> $613.5M). IAPD ↗
70
ARJUNA CAPITAL, LLC — crossed $500M in regulatory AUM ($458.1M -> $634.1M). IAPD ↗
70
WESTSHORE WEALTH — crossed $500M in regulatory AUM ($473.8M -> $534.3M). IAPD ↗
70
CENTRAL FAMILY ADVISORS, LLC — crossed $500M in regulatory AUM ($428.6M -> $549.8M). IAPD ↗
70
CLARK ASSET MANAGEMENT, LLC — crossed $500M in regulatory AUM ($457.3M -> $778.3M). IAPD ↗
70
MAXIMAI INVESTMENT PARTNERS, LLC — crossed $500M in regulatory AUM ($493.7M -> $538.7M). IAPD ↗
70
ONEASCENT INVESTMENT SOLUTIONS, LLC — crossed $500M in regulatory AUM ($457.2M -> $639.8M). IAPD ↗
70
GLOBAL WEALTH MANAGEMENT INVESTMENT ADVISORY, INC. — crossed $500M in regulatory AUM ($422.0M -> $529.1M). IAPD ↗
70
BLACK SWIFT GROUP, LLC — crossed $500M in regulatory AUM ($467.6M -> $558.0M). IAPD ↗
70
NIA IMPACT CAPITAL — crossed $500M in regulatory AUM ($446.5M -> $525.7M). IAPD ↗
70
ADAPTIVE FINANCIAL CONSULTING, LLC — crossed $500M in regulatory AUM ($403.7M -> $508.5M). IAPD ↗
70
CLEAR CREEK ADVISORS — crossed $500M in regulatory AUM ($376.3M -> $548.3M). IAPD ↗
70
INTEGRA GLOBAL ADVISORS LLC — crossed $500M in regulatory AUM ($417.8M -> $562.6M). IAPD ↗
70
INTEGRITY ADVISORY SOLUTIONS — crossed $500M in regulatory AUM ($147.5M -> $512.3M). IAPD ↗
70
FINANCIAL STRATEGIES GROUP, INC — crossed $500M in regulatory AUM ($468.6M -> $550.1M). IAPD ↗
70
HAMILTON WEALTH, LLC — crossed $500M in regulatory AUM ($451.0M -> $553.7M). IAPD ↗
70
PEAK PLANNING GROUP, LLC — crossed $500M in regulatory AUM ($272.2M -> $650.9M). IAPD ↗
70
WELLS TRECASO FINANCIAL GROUP, LLC — crossed $500M in regulatory AUM ($482.9M -> $533.3M). IAPD ↗
70
MIRAMAR CAPITAL — crossed $500M in regulatory AUM ($491.3M -> $509.2M). IAPD ↗
70
MORGANROSEL WEALTH MANAGEMENT, LLC — crossed $500M in regulatory AUM ($409.9M -> $503.3M). IAPD ↗
70
MODUS ADVISORS, LLC — crossed $500M in regulatory AUM ($432.4M -> $514.0M). IAPD ↗
70
TRUVESTMENTS CAPITAL LLC — crossed $500M in regulatory AUM ($362.7M -> $601.2M). IAPD ↗
70
OUTLOOK WEALTH ADVISORS, LLC — crossed $500M in regulatory AUM ($463.2M -> $543.2M). IAPD ↗
70
FORTEM FINANCIAL GROUP, LLC — crossed $500M in regulatory AUM ($438.1M -> $528.5M). IAPD ↗
70
KELLY FINANCIAL SERVICES LLC — crossed $500M in regulatory AUM ($488.6M -> $506.5M). IAPD ↗
70
TREEHOUSE WEALTH ADVISORS — crossed $500M in regulatory AUM ($184.8M -> $537.0M). IAPD ↗
70
TRG ADVISORS, INC. — crossed $500M in regulatory AUM ($421.3M -> $547.7M). IAPD ↗
70
RETIREMENT WELLNESS GROUP — crossed $500M in regulatory AUM ($486.3M -> $523.7M). IAPD ↗
70
FIRETHORN WEALTH PARTNERS, LLC — crossed $500M in regulatory AUM ($459.7M -> $543.6M). IAPD ↗
70
SCISSORTAIL WEALTH MANAGEMENT, LLC — crossed $500M in regulatory AUM ($488.5M -> $587.5M). IAPD ↗
70
VIRTUS FAMILY OFFICE — crossed $500M in regulatory AUM ($462.0M -> $543.1M). IAPD ↗
70
ASIO CAPITAL LLC — crossed $500M in regulatory AUM ($499.6M -> $621.5M). IAPD ↗
70
PHRACTION MANAGEMENT LLC — crossed $500M in regulatory AUM ($451.0M -> $521.0M). IAPD ↗
70
WICK CAPITAL PARTNERS, LLC — crossed $500M in regulatory AUM ($430.4M -> $565.3M). IAPD ↗
70
INTELLIGENT WEALTH SOLUTIONS LLC — crossed $500M in regulatory AUM ($277.4M -> $632.4M). IAPD ↗
70
SELDON CAPITAL LP — crossed $500M in regulatory AUM ($411.6M -> $536.3M). IAPD ↗
70
HUDSON VALUE PARTNERS, LLC — crossed $500M in regulatory AUM ($421.3M -> $530.7M). IAPD ↗
70
CONVERGENCE FINANCIAL — crossed $500M in regulatory AUM ($422.4M -> $703.4M). IAPD ↗
70
TANNIN CAPITAL, LLC — crossed $500M in regulatory AUM ($362.3M -> $512.3M). IAPD ↗
70
PAINTED PORCH ADVISORS LLC — crossed $500M in regulatory AUM ($371.8M -> $518.2M). IAPD ↗
70
BLUE ZONE WEALTH ADVISORS, LLC — crossed $500M in regulatory AUM ($462.3M -> $564.8M). IAPD ↗
70
GIVERNY CAPITAL ASSET MANAGEMENT — crossed $500M in regulatory AUM ($368.8M -> $502.6M). IAPD ↗
70
PALUMBO WEALTH MANAGEMENT LLC — crossed $500M in regulatory AUM ($322.7M -> $542.2M). IAPD ↗
70
ENVOY ADVISORY INC. — crossed $500M in regulatory AUM ($451.1M -> $533.9M). IAPD ↗
70
CREEKMUR ASSET MANAGEMENT, LLC — crossed $500M in regulatory AUM ($410.6M -> $561.8M). IAPD ↗
70
FORTRESS WEALTH PLANNING — crossed $500M in regulatory AUM ($409.8M -> $615.7M). IAPD ↗
70
KREITLER FINANCIAL LLC — crossed $500M in regulatory AUM ($476.7M -> $514.9M). IAPD ↗
70
INTERCHANGE CAPITAL PARTNERS — crossed $500M in regulatory AUM ($269.6M -> $595.9M). IAPD ↗
70
OXLER PRIVATE WEALTH — crossed $500M in regulatory AUM ($440.8M -> $539.6M). IAPD ↗
70
HERITAGE CAPITAL ADVISORS, LLC — crossed $500M in regulatory AUM ($120.0M -> $672.5M). IAPD ↗
70
MILESTONE ASSET MANAGEMENT, LLC — crossed $500M in regulatory AUM ($445.8M -> $546.3M). IAPD ↗
70
FOCUSED ALPHA, LLC — crossed $500M in regulatory AUM ($306.8M -> $561.9M). IAPD ↗
70
CONCORD ASSET MANAGEMENT, LLC — crossed $500M in regulatory AUM ($406.0M -> $520.1M). IAPD ↗
70
CERRO PACIFIC WEALTH ADVISORS, LLC — crossed $500M in regulatory AUM ($441.4M -> $558.1M). IAPD ↗
70
NAVIS WEALTH ADVISORS LLC — crossed $500M in regulatory AUM ($409.7M -> $540.7M). IAPD ↗
70
WEST MICHIGAN ADVISORS — crossed $500M in regulatory AUM ($494.8M -> $614.4M). IAPD ↗
70
HZ INVESTMENTS INC. — crossed $500M in regulatory AUM ($496.5M -> $536.7M). IAPD ↗
70
HERITAGE WEALTH ADVISORS — crossed $500M in regulatory AUM ($496.4M -> $552.2M). IAPD ↗
70
OLIVER LAGORE VANVALIN INVESTMENT GROUP, INC. — crossed $500M in regulatory AUM ($454.3M -> $607.1M). IAPD ↗
70
ALLEGIANCE FINANCIAL GROUP — crossed $500M in regulatory AUM ($418.8M -> $505.0M). IAPD ↗
70
HILL ISLAND FINANCIAL LLC — crossed $500M in regulatory AUM ($446.6M -> $537.0M). IAPD ↗
70
VSM WEALTH ADVISORY, LLC — crossed $500M in regulatory AUM ($498.5M -> $587.1M). IAPD ↗
70
RHO TREASURY — crossed $500M in regulatory AUM ($279.5M -> $704.2M). IAPD ↗
70
POINTOAK RETIREMENT ADVISORS — crossed $500M in regulatory AUM ($270.9M -> $818.7M). IAPD ↗
70
PROSPERITAS FINANCIAL, LLC — crossed $500M in regulatory AUM ($391.8M -> $612.7M). IAPD ↗
70
TRADEWINDS, LLC — crossed $500M in regulatory AUM ($293.9M -> $560.2M). IAPD ↗
70
BROOKLYN INVESTMENT GROUP, LLC — crossed $500M in regulatory AUM ($272.6M -> $522.7M). IAPD ↗
70
ARGONAUTICA PRIVATE WEALTH MANAGEMENT, INC — crossed $500M in regulatory AUM ($404.0M -> $507.2M). IAPD ↗
70
ALLOCATE MANAGEMENT COMPANY, LLC — crossed $500M in regulatory AUM ($482.0M -> $930.6M). IAPD ↗
70
G&H INVESTMENTS — crossed $500M in regulatory AUM ($456.2M -> $501.4M). IAPD ↗
70
PORTFOLIO DESIGN LABS, LLC — crossed $500M in regulatory AUM ($276.2M -> $501.8M). IAPD ↗
70
ADVYZON INVESTMENT MANAGEMENT, LLC — crossed $500M in regulatory AUM ($207.6M -> $502.4M). IAPD ↗
70
VALUE ALIGNED RESEARCH ADVISORS, LLC — crossed $500M in regulatory AUM ($395.9M -> $542.2M). IAPD ↗
70
WEALTH SCIENCE ADVISORS LLC — crossed $500M in regulatory AUM ($368.9M -> $512.5M). IAPD ↗
70
MEOW ADVISORY, LLC — crossed $500M in regulatory AUM ($282.6M -> $675.5M). IAPD ↗
70
APOLLON FINANCIAL, LLC — crossed $500M in regulatory AUM ($482.3M -> $890.4M). IAPD ↗
70
BUCK WEALTH STRATEGIES, LLC — crossed $500M in regulatory AUM ($299.9M -> $565.4M). IAPD ↗
70
EQ WEALTH ADVISORS — crossed $500M in regulatory AUM ($470.4M -> $558.8M). IAPD ↗
70
ENCOMPASS MORE ASSET MANAGEMENT LLC — crossed $500M in regulatory AUM ($228.5M -> $581.9M). IAPD ↗
70
PAVE INVESTMENT ADVISORS, LLC. — crossed $500M in regulatory AUM ($115.5M -> $669.6M). IAPD ↗
70
SHERMAN PORTFOLIOS, LLC — crossed $500M in regulatory AUM ($434.0M -> $581.6M). IAPD ↗
70
CARAVELA ENERGY PARTNERS LP — crossed $500M in regulatory AUM ($348.0M -> $516.6M). IAPD ↗
70
ABRA CAPITAL MANAGEMENT, LP — crossed $500M in regulatory AUM ($102.5M -> $700.6M). IAPD ↗
70
ABLE FINANCIAL GROUP, LLC — crossed $500M in regulatory AUM ($467.4M -> $571.0M). IAPD ↗
70
EAGLE WEALTH STRATEGIES — crossed $500M in regulatory AUM ($498.3M -> $557.6M). IAPD ↗
70
9823 CAPITAL, LP — crossed $500M in regulatory AUM ($117.9M -> $647.5M). IAPD ↗
70
SECOND LINE CAPITAL, LLC — crossed $500M in regulatory AUM ($402.1M -> $723.0M). IAPD ↗
70
GREATER MIDWEST FINANCIAL GROUP, LLC — crossed $500M in regulatory AUM ($424.5M -> $511.9M). IAPD ↗
70
KITCHING PARTNERS, LLC — crossed $500M in regulatory AUM ($477.6M -> $538.6M). IAPD ↗
70
PRECEDENT WEALTH PARTNERS, LLC — crossed $500M in regulatory AUM ($378.7M -> $535.6M). IAPD ↗
70
INTERTIDE PARTNERS — crossed $500M in regulatory AUM ($334.0M -> $928.1M). IAPD ↗
70
KICKSTAND WEALTH ADVISORS — crossed $500M in regulatory AUM ($453.9M -> $528.4M). IAPD ↗
70
BBVA GLOBAL WEALTH ADVISORS, INC. — crossed $500M in regulatory AUM ($399.0M -> $523.7M). IAPD ↗
70
ATLANTIC EDGE PRIVATE WEALTH MANAGEMENT — crossed $500M in regulatory AUM ($454.6M -> $535.1M). IAPD ↗
70
BARE WEALTH ADVISORS — crossed $500M in regulatory AUM ($222.2M -> $509.3M). IAPD ↗
70
SIERRA SUMMIT ADVISORS LLC — crossed $500M in regulatory AUM ($425.0M -> $637.6M). IAPD ↗
70
EVERNEST FINANCIAL ADVISORS — crossed $500M in regulatory AUM ($484.8M -> $761.2M). IAPD ↗
70
PERMANENT CAPITAL MANAGEMENT, LP — crossed $500M in regulatory AUM ($365.1M -> $742.2M). IAPD ↗
70
JPL WEALTH MANAGEMENT, LLC — crossed $500M in regulatory AUM ($300.0M -> $516.0M). IAPD ↗
70
WEINAND FINANCIAL, INC. — crossed $500M in regulatory AUM ($443.4M -> $504.5M). IAPD ↗
70
TIEMPO CAPITAL PARTNERS — crossed $500M in regulatory AUM ($264.5M -> $508.0M). IAPD ↗
70
TAIKO PRIVATE WEALTH — crossed $500M in regulatory AUM ($239.0M -> $599.7M). IAPD ↗
70
ALLEGIANT WEALTH ADVISORS, LLC — crossed $500M in regulatory AUM ($393.1M -> $956.5M). IAPD ↗
70
SOUTHERN EQUITY ADVISORS LLC — crossed $500M in regulatory AUM ($389.2M -> $548.4M). IAPD ↗
70
A&M PRIVATE WEALTH PARTNERS, LLC — crossed $500M in regulatory AUM ($103.2M -> $760.6M). IAPD ↗
70
QTR FAMILY WEALTH, LLC — crossed $500M in regulatory AUM ($107.3M -> $582.8M). IAPD ↗
70
VIRTUS WEALTH SOLUTIONS — crossed $500M in regulatory AUM ($481.5M -> $501.4M). IAPD ↗
70
LINEPOINT PARTNERS & CO. — crossed $500M in regulatory AUM ($197.8M -> $567.3M). IAPD ↗
70
BRIGHTON SECURITIES CORP. — reported RAUM up 61% ($611.9M -> $986.2M). IAPD ↗
70
MARQUETTE ASSOCIATES, INC. — reported RAUM up 55% ($22.95B -> $35.57B). IAPD ↗
70
CLIFTONLARSONALLEN WEALTH ADVISORS, LLC — reported RAUM up 55% ($7.98B -> $12.33B). IAPD ↗
70
MARVIN & PALMER ASSOCIATES — reported RAUM up 78% ($94.9M -> $169.0M). IAPD ↗
70
HORIZON KINETICS ASSET MANAGEMENT LLC — reported RAUM up 51% ($6.50B -> $9.84B). IAPD ↗
70
ASSET PRESERVATION ADVISORS, LLC — reported RAUM up 54% ($6.93B -> $10.65B). IAPD ↗
70
GOODPASTURE GRAY — reported RAUM up 62% ($192.3M -> $311.0M). IAPD ↗
70
T. ROWE PRICE ADVISORY SERVICES, INC. — reported RAUM up 51% ($2.56B -> $3.86B). IAPD ↗
70
MAI CAPITAL MANAGEMENT, LLC — reported RAUM up 50% ($19.71B -> $29.63B). IAPD ↗
70
ACR ALPINE CAPITAL RESEARCH, LLC — reported RAUM up 51% ($5.62B -> $8.51B). IAPD ↗
70
AMERICAN TRUST INVESTMENT ADVISORS, LLC — reported RAUM up 62% ($307.8M -> $497.3M). IAPD ↗
70
PALISADES INVESTMENT PARTNERS, LLC — reported RAUM up 106% ($117.5M -> $242.3M). IAPD ↗
70
SUPERIOR PLANNING, LLC — reported RAUM up 82% ($105.4M -> $192.1M). IAPD ↗
70
MESTMAKER & PETREY WEALTH ADVISORS — reported RAUM up 95% ($97.9M -> $190.7M). IAPD ↗
70
TALSON CAPITAL MANAGEMENT L.P. — reported RAUM up 63% ($530.0M -> $865.4M). IAPD ↗
70
CERITY PARTNERS LLC — reported RAUM up 52% ($80.57B -> $122.85B). IAPD ↗
70
S HARRIS FINANCIAL GROUP, LLC — reported RAUM up 61% ($218.7M -> $351.9M). IAPD ↗
70
INTERCAM ADVISORS, INC. — reported RAUM up 85% ($121.4M -> $225.1M). IAPD ↗
70
CORE PLANNING — reported RAUM up 95% ($62.3M -> $121.5M). IAPD ↗
70
RIVERCHASE WEALTH MANAGEMENT, LLC — reported RAUM up 81% ($117.0M -> $212.0M). IAPD ↗
70
ALEXANDER CAPITAL WEALTH MANAGEMENT LLC — reported RAUM up 76% ($120.8M -> $212.1M). IAPD ↗
70
DONALIES FINANCIAL PLANNING, LLC — reported RAUM up 80% ($100.1M -> $180.2M). IAPD ↗
70
INFRASTRUCTURE CAPITAL ADVISORS, LLC — reported RAUM up 54% ($1.72B -> $2.64B). IAPD ↗
70
TRED AVON FAMILY WEALTH, LLC — reported RAUM up 62% ($292.8M -> $473.8M). IAPD ↗
70
YIELDSTREET — reported RAUM up 53% ($1.22B -> $1.86B). IAPD ↗
70
ATLATL ADVISERS — reported RAUM up 87% ($123.1M -> $229.9M). IAPD ↗
70
IAMS WEALTH MANAGEMENT, LLC — reported RAUM up 61% ($213.2M -> $343.0M). IAPD ↗
70
PGIM CUSTOM HARVEST LLC — reported RAUM up 50% ($3.58B -> $5.37B). IAPD ↗
70
MALATAI CAPITAL LLC — reported RAUM up 133% ($30.0M -> $70.0M). IAPD ↗
70
IEQ CAPITAL, LLC — reported RAUM up 50% ($23.58B -> $35.38B). IAPD ↗
70
PLANROCK INVESTMENTS LLC — reported RAUM up 136% ($27.3M -> $64.4M). IAPD ↗
70
CORBETT ROAD CAPITAL MANAGEMENT, LLC — reported RAUM up 217% ($45.9M -> $145.6M). IAPD ↗
70
GREAT POINT ADVISORS, LLC — reported RAUM up 209% ($14.6M -> $45.1M). IAPD ↗
70
ADVISOR SHARE WEALTH MANAGEMENT, LLC — reported RAUM up 286% ($48.0M -> $185.2M). IAPD ↗
70
WEALTHSPAN INVESTMENT MANAGEMENT, LLC — reported RAUM up 993% ($7.2M -> $79.0M). IAPD ↗
70
CARBON COLLECTIVE INVESTING, LLC — reported RAUM up 89% ($122.9M -> $232.6M). IAPD ↗
70
PACIFIC POINT ADVISORS, LLC — reported RAUM up 63% ($212.2M -> $345.6M). IAPD ↗
70
FAITH INVESTOR SERVICES — reported RAUM up 78% ($110.3M -> $196.8M). IAPD ↗
70
SKYBOUND WEALTH MANAGEMENT USA, LLC — reported RAUM up 347% ($36.0M -> $160.6M). IAPD ↗
70
CONSTITUTION WEALTH LLC — reported RAUM up 134% ($22.9M -> $53.5M). IAPD ↗
70
TWO PRIME LLC — reported RAUM up 60% ($250.0M -> $400.0M). IAPD ↗
70
MORALIS TECHNOLOGIES, LLC — reported RAUM up 202% ($17.2M -> $51.9M). IAPD ↗
70
LESTER FINANCIAL GROUP, LLC — reported RAUM up 61% ($163.7M -> $264.1M). IAPD ↗
70
ARTA FINANCE — reported RAUM up 109% ($59.1M -> $123.4M). IAPD ↗
70
ADVISOR.COM — reported RAUM up 84% ($27.8M -> $51.3M). IAPD ↗
70
ICW HOLDINGS, LLC — reported RAUM up 160% ($41.4M -> $107.7M). IAPD ↗
70
HALLSTATT ADVISORS L.P. — reported RAUM up 132% ($67.3M -> $156.0M). IAPD ↗
70
FLATROCK WEALTH PARTNERS LLC — reported RAUM up 102% ($115.2M -> $232.4M). IAPD ↗
70
RANGE ADVISORY, LLC — reported RAUM up 432% ($27.2M -> $144.7M). IAPD ↗
70
OPAL CAPITAL LLC — reported RAUM up 76% ($76.8M -> $135.0M). IAPD ↗
70
CARRY ADVISORS LLC — reported RAUM up 352% ($16.5M -> $74.5M). IAPD ↗
70
MEMBERS WEALTH LLC — reported RAUM up 82% ($119.3M -> $217.3M). IAPD ↗
70
MAGNOLIA PRIVATE WEALTH, LLC — reported RAUM up 104% ($110.7M -> $225.7M). IAPD ↗
70
ATFS ADVISERS — reported RAUM up 291284% ($13,408 -> $39.1M). IAPD ↗
70
SGROI WEALTH — reported RAUM up 81% ($91.9M -> $166.6M). IAPD ↗
70
CONTRARY LEGACY LLC — reported RAUM up 123% ($39.7M -> $88.6M). IAPD ↗
70
ONEWELTH INC — reported RAUM up 81% ($47.3M -> $85.7M). IAPD ↗
70
THE HOLLAND GROUP, RETIREMENT WEALTH ADVISORS, LLC — reported RAUM up 115% ($100.2M -> $215.2M). IAPD ↗
70
16ROCK ASSET MANAGEMENT LLC — reported RAUM up 1066% ($5.7M -> $66.9M). IAPD ↗
70
INDEX TECHNOLOGIES GROUP LLC — reported RAUM up 266% ($28.7M -> $105.0M). IAPD ↗
70
SPHINX INVESTMENTS LLC — reported RAUM up 415% ($12.6M -> $64.7M). IAPD ↗
70
AZURA PARTNERS US LLC — reported RAUM up 84% ($25.0M -> $46.0M). IAPD ↗
70
JB WEALTH ADVISORS LLC — reported RAUM up 184% ($11.2M -> $31.7M). IAPD ↗
70
SL CAPITAL — reported RAUM up 96% ($105.3M -> $206.3M). IAPD ↗
70
MÉTIER CAPITAL, LLC — reported RAUM up 232% ($53.0M -> $176.0M). IAPD ↗
70
DEMETER TACTICAL INVESTMENTS CORP. — reported RAUM up 83% ($101.0M -> $185.0M). IAPD ↗
70
RDG CAPITAL MANAGEMENT LLC — reported RAUM up 89% ($55.4M -> $104.8M). IAPD ↗
70
CRUX WEALTH ADVISORS — reported RAUM up 64% ($250.8M -> $410.2M). IAPD ↗
70
ROUTE 20 PRIVATE WEALTH INC. — reported RAUM up 934% ($5.3M -> $54.6M). IAPD ↗
70
WILMINGTON TRUST INVESTMENT MANAGEMENT — grew from 12 to 17 advisory reps. IAPD ↗
70
UAS ASSET MANAGEMENT — grew from 3 to 5 advisory reps. IAPD ↗
70
WESBANCO SECURITIES, INC. — grew from 23 to 28 advisory reps. IAPD ↗
70
CORBYN INVESTMENT MANAGEMENT INC — grew from 5 to 7 advisory reps. IAPD ↗
70
WALTER KEENAN WEALTH MANAGEMENT — grew from 3 to 5 advisory reps. IAPD ↗
70
SMITHBRIDGE ASSET MANAGEMENT, INC. — grew from 4 to 6 advisory reps. IAPD ↗
70
INTRACK INVESTMENT MANAGEMENT, INC. — grew from 3 to 5 advisory reps. IAPD ↗
70
HOLDERNESS INVESTMENTS CO — grew from 4 to 6 advisory reps. IAPD ↗
70
TGS FINANCIAL ADVISORS — grew from 5 to 7 advisory reps. IAPD ↗
70
LAFFER TENGLER INVESTMENTS, INC. — grew from 10 to 12 advisory reps. IAPD ↗
70
OLD PORT ADVISORS — grew from 9 to 11 advisory reps. IAPD ↗
70
FINANCIAL ALTERNATIVES, INC. — grew from 5 to 7 advisory reps. IAPD ↗
70
SEABRIDGE INVESTMENT ADVISORS LLC — grew from 8 to 10 advisory reps. IAPD ↗
70
ASSEMBLY WEALTH — grew from 3 to 5 advisory reps. IAPD ↗
70
DEAN ROLAND RUSSELL, LLC — grew from 3 to 5 advisory reps. IAPD ↗
70
KNIGHTSBRIDGE WEALTH MANAGEMENT — grew from 5 to 7 advisory reps. IAPD ↗
70
CAPITAL IDEAS — grew from 5 to 7 advisory reps. IAPD ↗
70
MCELHENNY SHEFFIELD CAPITAL MANAGEMENT, LLC — grew from 5 to 7 advisory reps. IAPD ↗
70
BCS WEALTH MANAGEMENT, LLC — grew from 6 to 8 advisory reps. IAPD ↗
70
1 NORTH WEALTH SERVICES, LLC — grew from 4 to 6 advisory reps. IAPD ↗
70
NORTHSTAR FINANCIAL COMPANIES, INC. — grew from 4 to 6 advisory reps. IAPD ↗
70
CONSOLIDATED FINANCIAL — grew from 3 to 5 advisory reps. IAPD ↗
70
GIBRALTAR CAPITAL MANAGEMENT, INC. — grew from 10 to 12 advisory reps. IAPD ↗
70
JVL WEALTH STRATEGIES — grew from 6 to 8 advisory reps. IAPD ↗
70
PAPAMARKOU WELLNER PERKIN ADVISORS — grew from 9 to 11 advisory reps. IAPD ↗
70
CENTRIC WEALTH MANAGEMENT, LLC — grew from 8 to 10 advisory reps. IAPD ↗
70
AVION WEALTH — grew from 8 to 10 advisory reps. IAPD ↗
70
SG CAPITAL MANAGEMENT LLC — grew from 5 to 7 advisory reps. IAPD ↗
70
MONARCH WEALTH STRATEGIES — grew from 6 to 8 advisory reps. IAPD ↗
70
PYA WALTMAN CAPITAL, LLC — grew from 9 to 11 advisory reps. IAPD ↗
70
FREEDOM DAY SOLUTIONS, LLC — grew from 4 to 6 advisory reps. IAPD ↗
70
COLOMB INVESTMENT MANAGEMENT COMPANY, LLC — grew from 4 to 9 advisory reps. IAPD ↗
70
OAK LANE ADVISORS — grew from 6 to 8 advisory reps. IAPD ↗
70
MARKOWSKI INVESTMENTS — grew from 9 to 11 advisory reps. IAPD ↗
70
PASSIVE CAPITAL MANAGEMENT, LLC — grew from 6 to 8 advisory reps. IAPD ↗
70
FORUM PRIVATE CLIENT GROUP — grew from 5 to 7 advisory reps. IAPD ↗
70
PARAGON FINANCIAL ADVISORS — grew from 7 to 9 advisory reps. IAPD ↗
70
WALSH & ASSOCIATES, LLC — grew from 5 to 7 advisory reps. IAPD ↗
70
BARRY INVESTMENT ADVISORS, LLC — grew from 6 to 8 advisory reps. IAPD ↗
70
SAFEGUARD INVESTMENT ADVISORY GROUP, LLC — grew from 8 to 10 advisory reps. IAPD ↗
70
PETERSON WEALTH ADVISORS, LLC — grew from 10 to 12 advisory reps. IAPD ↗
70
FORESIGHT CAPITAL MANAGEMENT ADVISORS, INC. — grew from 6 to 8 advisory reps. IAPD ↗
70
CENTRAL TRUST BANK — grew from 1 to 3 advisory reps. IAPD ↗
70
DENTIST ADVISORS — grew from 7 to 9 advisory reps. IAPD ↗
70
FLYNN ZITO CAPITAL MANAGEMENT, LLC — grew from 6 to 8 advisory reps. IAPD ↗
70
CENTERPOINT ADVISORS, LLC — grew from 6 to 8 advisory reps. IAPD ↗
70
A.G. CAMPBELL ADVISORY, LLC — grew from 3 to 5 advisory reps. IAPD ↗
70
SILVERLAKE WEALTH MANAGEMENT LLC — grew from 7 to 9 advisory reps. IAPD ↗
70
REBEL FINANCIAL, LLC — grew from 5 to 7 advisory reps. IAPD ↗
70
OBSIDIAN PERSONAL PLANNING SOLUTIONS, LLC — grew from 5 to 7 advisory reps. IAPD ↗
70
FORTIS CAPITAL MANAGEMENT LLC — grew from 9 to 11 advisory reps. IAPD ↗
70
GRANDVIEW ASSET MANAGEMENT LLC — grew from 2 to 4 advisory reps. IAPD ↗
70
O'DONNELL FINANCIAL SERVICES, LLC — grew from 2 to 4 advisory reps. IAPD ↗
70
WALSER WEALTH MANAGEMENT COMPANY, A LIMITED LIABILITY COMPANY — grew from 11 to 16 advisory reps. IAPD ↗
70
WHIPPLEWOOD ADVISORS, LLC — grew from 5 to 7 advisory reps. IAPD ↗
70
GUGGENHEIM WEALTH SOLUTIONS, LLC — grew from 0 to 5 advisory reps. IAPD ↗
70
FWG INVESTMENTS, LLC — grew from 8 to 10 advisory reps. IAPD ↗
70
SGH WEALTH MANAGEMENT — grew from 4 to 6 advisory reps. IAPD ↗
70
SMART MONEY GROUP, LLC — grew from 7 to 9 advisory reps. IAPD ↗
70
Q3 ADVISORS, LLC — grew from 7 to 12 advisory reps. IAPD ↗
70
CLARK ASSET MANAGEMENT, LLC — grew from 4 to 6 advisory reps. IAPD ↗
70
MAXIMAI INVESTMENT PARTNERS, LLC — grew from 4 to 6 advisory reps. IAPD ↗
70
MAYTECH GLOBAL INVESTMENTS — grew from 2 to 4 advisory reps. IAPD ↗
70
CLEAR CREEK ADVISORS — grew from 5 to 7 advisory reps. IAPD ↗
70
CALIGAN PARTNERS — grew from 3 to 5 advisory reps. IAPD ↗
70
PEAK PLANNING GROUP, LLC — grew from 3 to 5 advisory reps. IAPD ↗
70
EQ WEALTH MANAGEMENT — grew from 6 to 8 advisory reps. IAPD ↗
70
TREEHOUSE WEALTH ADVISORS — grew from 3 to 5 advisory reps. IAPD ↗
70
FIDELIS WEALTH ADVISORS — grew from 4 to 6 advisory reps. IAPD ↗
70
MERKLE RETIREMENT PLANNING — grew from 5 to 7 advisory reps. IAPD ↗
70
BOSTON FAMILY ADVISORS LLC — grew from 4 to 6 advisory reps. IAPD ↗
70
WICK CAPITAL PARTNERS, LLC — grew from 9 to 11 advisory reps. IAPD ↗
70
HOHIMER WEALTH MANAGEMENT, LLC — grew from 6 to 8 advisory reps. IAPD ↗
70
KINLOCH CAPITAL, LLC — grew from 3 to 5 advisory reps. IAPD ↗
70
SELDON CAPITAL LP — grew from 3 to 5 advisory reps. IAPD ↗
70
PHD RETIREMENT CONSULTING — grew from 1 to 3 advisory reps. IAPD ↗
70
HERON BAY CAPITAL MANAGEMENT — grew from 4 to 6 advisory reps. IAPD ↗
70
SWAN CAPITAL — grew from 2 to 4 advisory reps. IAPD ↗
70
TSG ADVICE PARTNERS, LLC — grew from 10 to 12 advisory reps. IAPD ↗
70
CORE ADVISORY GROUP — grew from 8 to 10 advisory reps. IAPD ↗
70
ALPHA CAPITAL FAMILY OFFICE, LLC — grew from 3 to 8 advisory reps. IAPD ↗
70
CAPSHIFT ADVISORS — grew from 8 to 10 advisory reps. IAPD ↗
70
RISKBRIDGE ADVISORS, LLC — grew from 6 to 8 advisory reps. IAPD ↗
70
MILESTONE ASSET MANAGEMENT, LLC — grew from 9 to 11 advisory reps. IAPD ↗
70
MERIWETHER WEALTH & PLANNING, LLC — grew from 4 to 6 advisory reps. IAPD ↗
70
OBJECTIVITY SQUARED WEALTH MANAGEMENT — grew from 2 to 4 advisory reps. IAPD ↗
70
UNIQUE WEALTH, LLC — grew from 9 to 11 advisory reps. IAPD ↗
70
ALLEGIANCE FINANCIAL GROUP — grew from 4 to 6 advisory reps. IAPD ↗
70
FACTOR INVESTING GROUP — grew from 2 to 4 advisory reps. IAPD ↗
70
TRIFECTA CAPITAL ADVISORS, LLC — grew from 1 to 3 advisory reps. IAPD ↗
70
ENTREWEALTH — grew from 4 to 9 advisory reps. IAPD ↗
70
GUTIERREZ WEALTH ADVISORY, LLC — grew from 2 to 4 advisory reps. IAPD ↗
70
GALAPAGOS ADVISORY LLC — grew from 2 to 4 advisory reps. IAPD ↗
70
CARAVELA ENERGY PARTNERS LP — grew from 5 to 7 advisory reps. IAPD ↗
70
ABRA CAPITAL MANAGEMENT, LP — grew from 4 to 6 advisory reps. IAPD ↗
70
CHANNEL WEALTH, LLC — grew from 8 to 10 advisory reps. IAPD ↗
70
TWIN PEAKS WEALTH ADVISORS — grew from 7 to 9 advisory reps. IAPD ↗
70
STENGER FAMILY OFFICE, LLC — grew from 5 to 7 advisory reps. IAPD ↗
70
ELEVATUS WEALTH MANAGEMENT, LLC — grew from 4 to 6 advisory reps. IAPD ↗
70
AMPLIFY FINANCIAL, LLC — grew from 1 to 3 advisory reps. IAPD ↗
70
THREE SEASONS WEALTH — grew from 4 to 6 advisory reps. IAPD ↗
70
POSTROCK PARTNERS LLC — grew from 2 to 4 advisory reps. IAPD ↗
70
POTENTIA WEALTH — grew from 6 to 8 advisory reps. IAPD ↗
70
BROADSTREET FAMILY OFFICE LLC — grew from 1 to 6 advisory reps. IAPD ↗
70
CARNEGIE LAKE ADVISORS LLC — grew from 5 to 7 advisory reps. IAPD ↗
70
BURLING WEALTH PARTNERS — grew from 5 to 7 advisory reps. IAPD ↗
70
BACKBONE PLANNING PARTNERS LLC — 's provisional registration is now fully approved. IAPD ↗
70
DLK INVESTMENT ADVISORS, LLC — 's provisional registration is now fully approved. IAPD ↗
70
FG ADVISORY SERVICES, LLC. — 's provisional registration is now fully approved. IAPD ↗
70
STEELE STREET CAPITAL LLC — 's provisional registration is now fully approved. IAPD ↗
70
EMPOWER PRIVATE WEALTH — 's provisional registration is now fully approved. IAPD ↗
70
MOSTT INC. — 's provisional registration is now fully approved. IAPD ↗
70
DEGREEN PRIVATE WEALTH, LLC — 's provisional registration is now fully approved. IAPD ↗
70
HOLISTIC WEALTH ADVISORS — 's provisional registration is now fully approved. IAPD ↗
70
SMITH WYND CAPITAL LLC — 's provisional registration is now fully approved. IAPD ↗
70
INFLECTION CAPITAL MANAGEMENT, LLC — 's provisional registration is now fully approved. IAPD ↗
70
GRP FINANCIAL SERVICES, LLC — 's provisional registration is now fully approved. IAPD ↗
70
INVESTABLE — 's provisional registration is now fully approved. IAPD ↗
70
GPS INVESTMENTS — 's provisional registration is now fully approved. IAPD ↗
70
PRESIDIO WEALTH MANAGEMENT — 's provisional registration is now fully approved. IAPD ↗
70
BASTION FIDUCIARY — 's provisional registration is now fully approved. IAPD ↗
70
GLOBAL TRUST WEALTH MANAGEMENT LLC — 's provisional registration is now fully approved. IAPD ↗
70
APEX INVESTMENT GROUP — 's provisional registration is now fully approved. IAPD ↗
70
LRZ CAPITAL LLC — 's provisional registration is now fully approved. IAPD ↗
70
MON CAPITAL MANAGEMENT LLC — 's provisional registration is now fully approved. IAPD ↗
70
VIAQUEST ADVISORS LLC — 's provisional registration is now fully approved. IAPD ↗
70
CREATIVE INVESTMENT GROUP — 's provisional registration is now fully approved. IAPD ↗
70
ANCHOR POINT FINANCIAL — 's provisional registration is now fully approved. IAPD ↗
70
WESTMARK WEALTH MANAGEMENT — 's provisional registration is now fully approved. IAPD ↗
70
SMARTHARVEST PORTFOLIOS — 's provisional registration is now fully approved. IAPD ↗
70
PARADIGM INVESTMENT ADVISORY, LLC — 's provisional registration is now fully approved. IAPD ↗
70
EXCELSIOR ADVISOR NETWORK LLC — 's provisional registration is now fully approved. IAPD ↗
69
H. C. DENISON CO. — reported RAUM up 75% ($101.4M -> $177.3M). IAPD ↗
69
UNITED BROKERAGE SERVICES INC — reported RAUM up 56% ($249.7M -> $389.1M). IAPD ↗
69
SEM WEALTH MANAGEMENT — reported RAUM up 58% ($584.1M -> $920.5M). IAPD ↗
69
NORTHSTAR FINANCIAL COMPANIES, INC. — reported RAUM up 56% ($284.6M -> $443.3M). IAPD ↗
69
LYNX CAPITAL GROUP LTD — reported RAUM up 59% ($163.8M -> $260.4M). IAPD ↗
69
FRANK, RIMERMAN ADVISORS LLC — reported RAUM up 50% ($2.01B -> $3.02B). IAPD ↗
69
KLINGMAN AND ASSOCIATES, LLC — reported RAUM up 48% ($3.28B -> $4.84B). IAPD ↗
69
MAD RIVER INVESTORS — reported RAUM up 58% ($213.5M -> $338.3M). IAPD ↗
69
BAKERAVENUE — reported RAUM up 45% ($2.59B -> $3.77B). IAPD ↗
69
KEY INVESTMENT SERVICES LLC — reported RAUM up 46% ($4.19B -> $6.11B). IAPD ↗
69
TRAYNOR CAPITAL MANAGEMENT — reported RAUM up 48% ($1.25B -> $1.85B). IAPD ↗
69
LARSON FINANCIAL GROUP, LLC — reported RAUM up 47% ($2.74B -> $4.03B). IAPD ↗
69
HECK CAPITAL ADVISORS, LLC — reported RAUM up 45% ($6.66B -> $9.67B). IAPD ↗
69
WAYCROSS PARTNERS, LLC — reported RAUM up 58% ($548.6M -> $865.5M). IAPD ↗
69
BELMONT CAPITAL GROUP — reported RAUM up 58% ($589.8M -> $931.4M). IAPD ↗
69
MBIA CAPITAL ADVISORS — reported RAUM up 72% ($135.2M -> $232.0M). IAPD ↗
69
WESTFULLER ADVISORS, LLC — reported RAUM up 49% ($1.43B -> $2.14B). IAPD ↗
69
PEAPOD LANE CAPITAL LLC — reported RAUM up 70% ($63.5M -> $108.2M). IAPD ↗
69
ONE OAK CAPITAL MANAGEMENT, LLC — reported RAUM up 58% ($283.1M -> $447.0M). IAPD ↗
69
NEWEDGE ADVISORS — reported RAUM up 49% ($18.43B -> $27.38B). IAPD ↗
69
JOURNEY ADVISORY GROUP, LLC — reported RAUM up 45% ($1.02B -> $1.47B). IAPD ↗
69
WORLD INVESTMENT ADVISORS, LLC — reported RAUM up 49% ($37.76B -> $56.28B). IAPD ↗
69
ONEASCENT FINANCIAL SERVICES LLC — reported RAUM up 46% ($1.79B -> $2.61B). IAPD ↗
69
TALL PINES CAPITAL, LLC — reported RAUM up 72% ($17.4M -> $30.0M). IAPD ↗
69
EVERSOURCE WEALTH ADVISORS, LLC — reported RAUM up 47% ($2.69B -> $3.95B). IAPD ↗
69
PREVAIL INNOVATIVE WEALTH ADVISORS, LLC — reported RAUM up 56% ($501.2M -> $780.0M). IAPD ↗
69
FLORIDA FINANCIAL ADVISORS, LLC — reported RAUM up 60% ($199.0M -> $317.8M). IAPD ↗
69
PINE RIDGE ADVISERS LLC — reported RAUM up 46% ($3.45B -> $5.06B). IAPD ↗
69
PRINCIPAL ADVISED SERVICES — reported RAUM up 56% ($569.5M -> $887.3M). IAPD ↗
69
QRG CAPITAL MANAGEMENT, INC. — reported RAUM up 48% ($7.65B -> $11.35B). IAPD ↗
69
STEWARD ADVISORS GROUP, LLC — reported RAUM up 73% ($35.5M -> $61.4M). IAPD ↗
69
SOLID POINT WEALTH ADVISORS, LLC — reported RAUM up 73% ($46.4M -> $80.3M). IAPD ↗
69
CHANNEL WEALTH, LLC — reported RAUM up 57% ($530.5M -> $833.0M). IAPD ↗
69
LONGWALL FAMILY OFFICE — reported RAUM up 57% ($207.4M -> $326.1M). IAPD ↗
69
POTENTIA WEALTH — reported RAUM up 57% ($309.9M -> $485.5M). IAPD ↗
69
MINDSET WEALTH MANAGEMENT, LLC — reported RAUM up 57% ($205.7M -> $323.4M). IAPD ↗
69
R. F. LAFFERTY & CO., INC. — grew from 6 to 10 advisory reps. IAPD ↗
69
CREWS & ASSOCIATES, INC. — grew from 16 to 20 advisory reps. IAPD ↗
69
KAHLER FINANCIAL GROUP, INC. — grew from 3 to 7 advisory reps. IAPD ↗
69
STRATEGIC WEALTH ADVISORS GROUP, INC. — grew from 2 to 6 advisory reps. IAPD ↗
69
REVERE CAPITAL MANAGEMENT LP — grew from 11 to 15 advisory reps. IAPD ↗
69
DOMAIN MONEY ADVISORS, LLC — grew from 5 to 9 advisory reps. IAPD ↗
69
VISDOM INVESTMENT GROUP LLC — grew from 1 to 5 advisory reps. IAPD ↗
68
J.P. MORGAN SECURITIES LLC — reported RAUM up 41% ($249.73B -> $352.61B). IAPD ↗
68
R. F. LAFFERTY & CO., INC. — reported RAUM up 68% ($90.9M -> $153.0M). IAPD ↗
68
NORTHLAND ASSET MANAGEMENT — reported RAUM up 52% ($236.7M -> $359.9M). IAPD ↗
68
MEEDER ADVISORY SERVICES, INC. — reported RAUM up 45% ($1.44B -> $2.09B). IAPD ↗
68
MORNINGSTAR INVESTMENT MANAGEMENT LLC — reported RAUM up 40% ($54.69B -> $76.59B). IAPD ↗
68
MILLER VALUE PARTNERS, LLC — reported RAUM up 52% ($237.7M -> $362.1M). IAPD ↗
68
MISSION WEALTH MANAGEMENT, LP — reported RAUM up 42% ($7.07B -> $10.02B). IAPD ↗
68
MERCURY INVESTMENT GROUP — reported RAUM up 52% ($179.6M -> $272.3M). IAPD ↗
68
APRIO WEALTH MANAGEMENT, LLC — reported RAUM up 44% ($1.84B -> $2.64B). IAPD ↗
68
KANE INVESTMENT MANAGEMENT, INC. — reported RAUM up 70% ($129.8M -> $220.6M). IAPD ↗
68
JACKSON FINANCIAL SERVICES, LLC — reported RAUM up 53% ($311.9M -> $475.9M). IAPD ↗
68
S.B. VALUE PARTNERS, L.P. — reported RAUM up 41% ($3.55B -> $5.00B). IAPD ↗
68
AVIANCE CAPITAL PARTNERS LLC — reported RAUM up 54% ($632.3M -> $971.0M). IAPD ↗
68
GATOR CAPITAL MANAGEMENT, LLC — reported RAUM up 51% ($244.3M -> $367.7M). IAPD ↗
68
CARNEGIE INVESTMENT COUNSEL — reported RAUM up 44% ($4.52B -> $6.52B). IAPD ↗
68
RED DOOR WEALTH MANAGEMENT, LLC — reported RAUM up 41% ($1.79B -> $2.52B). IAPD ↗
68
ASHTON THOMAS PRIVATE WEALTH — reported RAUM up 40% ($2.89B -> $4.05B). IAPD ↗
68
INVESCO MANAGED ACCOUNTS, LLC — reported RAUM up 40% ($17.54B -> $24.61B). IAPD ↗
68
GREENWOOD INVESTORS LLC — reported RAUM up 65% ($70.6M -> $116.5M). IAPD ↗
68
HICKS CAPITAL MANAGEMENT, LLC — reported RAUM up 54% ($192.7M -> $297.1M). IAPD ↗
68
DELEGATE ADVISORS, LLC — reported RAUM up 42% ($1.03B -> $1.46B). IAPD ↗
68
BRAMSHILL INVESTMENTS, LLC — reported RAUM up 43% ($4.83B -> $6.92B). IAPD ↗
68
STRATEGY FINANCIAL GROUP — reported RAUM up 54% ($181.5M -> $279.9M). IAPD ↗
68
MOSAIC ADVISORS — reported RAUM up 53% ($325.6M -> $499.4M). IAPD ↗
68
APELLA WEALTH — reported RAUM up 41% ($3.35B -> $4.71B). IAPD ↗
68
TWELVE POINTS WEALTH MANAGEMENT — reported RAUM up 41% ($1.21B -> $1.70B). IAPD ↗
68
WRENNE FINANCIAL PLANNING LLC — reported RAUM up 65% ($139.9M -> $231.3M). IAPD ↗
68
CREATIVEONE WEALTH, LLC — reported RAUM up 41% ($3.43B -> $4.83B). IAPD ↗
68
GUIDELINE INVESTMENTS, LLC — reported RAUM up 41% ($11.71B -> $16.49B). IAPD ↗
68
BYRON PLACE CAPITAL MANAGEMENT, LLC — reported RAUM up 69% ($28.8M -> $48.8M). IAPD ↗
68
DELAP WEALTH ADVISORY, LLC — reported RAUM up 50% ($545.6M -> $819.9M). IAPD ↗
68
MARTIN WEALTH SOLUTIONS — reported RAUM up 50% ($184.1M -> $276.6M). IAPD ↗
68
VESTWELL ADVISORS LLC — reported RAUM up 53% ($279.5M -> $427.1M). IAPD ↗
68
WISS PRIVATE CLIENT ADVISORS, LLC — reported RAUM up 50% ($539.7M -> $809.7M). IAPD ↗
68
RUNNING OAK CAPITAL LLC — reported RAUM up 54% ($533.7M -> $822.8M). IAPD ↗
68
SCALAR GAUGE MANAGEMENT, LLC — reported RAUM up 51% ($192.5M -> $291.1M). IAPD ↗
68
ARKADIOS WEALTH ADVISORS — reported RAUM up 44% ($2.68B -> $3.86B). IAPD ↗
68
ROBERTSON STEPHENS — reported RAUM up 45% ($4.93B -> $7.14B). IAPD ↗
68
BANORTE ASSET MANAGEMENT, INC. — reported RAUM up 55% ($217.6M -> $336.9M). IAPD ↗
68
BROOKLYN FI, LLC — reported RAUM up 50% ($227.5M -> $341.5M). IAPD ↗
68
PROMETHOS CAPITAL, LLC — reported RAUM up 51% ($578.5M -> $875.3M). IAPD ↗
68
THE AMERIFLEX GROUP — reported RAUM up 43% ($6.52B -> $9.36B). IAPD ↗
68
IP FINANCIAL ADVISORY SERVICES LLC — reported RAUM up 54% ($297.0M -> $456.1M). IAPD ↗
68
MAIN STREET FINANCIAL SOLUTIONS, LLC — reported RAUM up 41% ($1.77B -> $2.49B). IAPD ↗
68
NEW EDGE WEALTH — reported RAUM up 40% ($8.61B -> $12.06B). IAPD ↗
68
HARPER INVESTING — reported RAUM up 67% ($101.4M -> $169.0M). IAPD ↗
68
GAMMA INVESTING LLC — reported RAUM up 41% ($1.01B -> $1.42B). IAPD ↗
68
WHEELHOUSE ADVISORY GROUP, LLC — reported RAUM up 50% ($180.9M -> $271.6M). IAPD ↗
68
COPPER BEECH FINANCIAL GROUP, LLC — reported RAUM up 68% ($112.6M -> $189.1M). IAPD ↗
68
49 FINANCIAL — reported RAUM up 54% ($566.2M -> $871.4M). IAPD ↗
68
ENDEAVOR ADVISORS, LLC — reported RAUM up 67% ($106.1M -> $176.9M). IAPD ↗
68
VISDOM INVESTMENT GROUP LLC — reported RAUM up 66% ($110.5M -> $183.5M). IAPD ↗
68
FORZA INVESTMENT GROUP, LP — reported RAUM up 41% ($1.36B -> $1.92B). IAPD ↗
68
GATEPASS CAPITAL, LLC — reported RAUM up 69% ($103.2M -> $174.6M). IAPD ↗
68
LITTLE RIVER CAPITAL PARTNERS, LP — reported RAUM up 67% ($90.0M -> $150.0M). IAPD ↗
68
VICTORY WEALTH PARTNERS — grew from 2 to 5 advisory reps. IAPD ↗
68
QUANTUM FINANCIAL ADVISORS INC — grew from 4 to 7 advisory reps. IAPD ↗
68
ANCHOR BAY CAPITAL, INC. — grew from 2 to 5 advisory reps. IAPD ↗
68
DRAPER ASSET MANAGEMENT, LLC — grew from 1 to 4 advisory reps. IAPD ↗
68
PRIVATE CLIENT GROUP ASSET MANAGEMENT — grew from 1 to 4 advisory reps. IAPD ↗
68
ELE ADVISORY SERVICES, INC — grew from 11 to 14 advisory reps. IAPD ↗
68
LANIER FINANCIAL GROUP LLC — grew from 5 to 8 advisory reps. IAPD ↗
68
DESERT ROSE CAPITAL MANAGEMENT, INC. — grew from 8 to 11 advisory reps. IAPD ↗
68
BEACON WEALTH CONSULTANTS, INC. — grew from 12 to 15 advisory reps. IAPD ↗
68
PT CAPITAL ADVISORS, LLC — grew from 2 to 5 advisory reps. IAPD ↗
68
LPK INVESTMENT GROUP, LLP — grew from 15 to 18 advisory reps. IAPD ↗
68
WEALTHJAR INVESTMENT ADVISORY, LLC — grew from 6 to 9 advisory reps. IAPD ↗
68
RESOLUTE CAPITAL, LLC — grew from 7 to 10 advisory reps. IAPD ↗
68
EQUILIBRIUM VENTURES, LLC — grew from 3 to 6 advisory reps. IAPD ↗
68
LSB WEALTH MANAGEMENT — grew from 7 to 10 advisory reps. IAPD ↗
68
MY PROSPER TEAM — grew from 3 to 6 advisory reps. IAPD ↗
68
SIGNAL TREE FINANCIAL PARTNERS LLC — grew from 3 to 6 advisory reps. IAPD ↗
68
INTEGRATED WEALTHCARE, LLC — grew from 1 to 4 advisory reps. IAPD ↗
68
BLUEPRINT FINANCIAL ADVISORS — grew from 14 to 17 advisory reps. IAPD ↗
68
NUCLO WEALTH — grew from 3 to 6 advisory reps. IAPD ↗
68
MOSLEY WEALTH MANAGEMENT, INC. — grew from 5 to 8 advisory reps. IAPD ↗
68
DAVIVIENDA ADVISORS — grew from 2 to 5 advisory reps. IAPD ↗
68
COINBASE ASSET MANAGEMENT, LLC — grew from 6 to 9 advisory reps. IAPD ↗
68
BROADSTREET GLOBAL ADVISORS, INC. — grew from 4 to 7 advisory reps. IAPD ↗
68
SPHINX INVESTMENTS LLC — grew from 1 to 4 advisory reps. IAPD ↗
68
STORYONE FAMILY OFFICE — grew from 2 to 5 advisory reps. IAPD ↗
68
SANDRO WEALTH MANAGEMENT LLC — grew from 2 to 5 advisory reps. IAPD ↗
68
TRITONPOINT PARTNERS, LLC — grew from 1 to 4 advisory reps. IAPD ↗
68
CREATIVE INVESTMENT GROUP — grew from 3 to 6 advisory reps. IAPD ↗
68
EXCELSIOR ADVISOR NETWORK LLC — grew from 1 to 4 advisory reps. IAPD ↗
67
AUSDAL FINANCIAL PARTNERS, INC. — reported RAUM up 39% ($1.53B -> $2.13B). IAPD ↗
67
SILVER OAK SECURITIES, INC. — reported RAUM up 39% ($1.46B -> $2.03B). IAPD ↗
67
PT ASSET MANAGEMENT, LLC — reported RAUM up 37% ($7.00B -> $9.59B). IAPD ↗
67
EARNED WEALTH ADVISORS, LLC — reported RAUM up 35% ($1.42B -> $1.92B). IAPD ↗
67
SUNCOAST EQUITY MANAGEMENT, LLC — reported RAUM up 37% ($1.36B -> $1.87B). IAPD ↗
67
APERIO GROUP, LLC — reported RAUM up 39% ($80.21B -> $111.41B). IAPD ↗
67
FREEGULLIVER, LLC — reported RAUM up 46% ($548.3M -> $798.1M). IAPD ↗
67
CHALLENGER WEALTH MANAGEMENT — reported RAUM up 46% ($177.3M -> $258.3M). IAPD ↗
67
ALJEN ASSET MANAGEMENT LLC — reported RAUM up 62% ($126.5M -> $205.4M). IAPD ↗
67
MEZZASALMA ADVISORS — reported RAUM up 48% ($231.0M -> $342.2M). IAPD ↗
67
BASSO CAPITAL MANAGEMENT, L.P. — reported RAUM up 39% ($1.61B -> $2.23B). IAPD ↗
67
BELPOINTE ASSET MANAGEMENT LLC — reported RAUM up 40% ($4.30B -> $6.01B). IAPD ↗
67
COMPOSITION WEALTH, LLC — reported RAUM up 37% ($4.90B -> $6.71B). IAPD ↗
67
BRIDGE CITY CAPITAL, LLC — reported RAUM up 47% ($267.2M -> $393.2M). IAPD ↗
67
VANTAGE WEALTH MANAGEMENT, LLC — reported RAUM up 48% ($606.6M -> $897.4M). IAPD ↗
67
LANIER FINANCIAL GROUP LLC — reported RAUM up 63% ($127.8M -> $208.4M). IAPD ↗
67
INTEGRITY INVESTMENT ADVISORS — reported RAUM up 61% ($104.5M -> $168.0M). IAPD ↗
67
KESTRA PRIVATE WEALTH SERVICES, LLC — reported RAUM up 40% ($7.30B -> $10.21B). IAPD ↗
67
MARSHALL & STERLING WEALTH ADVISORS, INC. — reported RAUM up 50% ($663.9M -> $995.8M). IAPD ↗
67
HUB INVESTMENT ADVISORS, INC — reported RAUM up 37% ($1.51B -> $2.07B). IAPD ↗
67
STEELPEAK WEALTH, LLC — reported RAUM up 36% ($2.54B -> $3.44B). IAPD ↗
67
HERITAGE RETIREMENT ADVISORS, LLC — reported RAUM up 46% ($194.5M -> $283.5M). IAPD ↗
67
LIND CAPITAL PARTNERS — reported RAUM up 65% ($101.4M -> $167.1M). IAPD ↗
67
LION STREET ADVISORS, LLC — reported RAUM up 36% ($2.34B -> $3.18B). IAPD ↗
67
IFG ADVISORS, LLC — reported RAUM up 48% ($554.0M -> $818.0M). IAPD ↗
67
SHP WEALTH MANAGEMENT, LLC — reported RAUM up 36% ($1.10B -> $1.50B). IAPD ↗
67
EQUITA FINANCIAL NETWORK, INC. — reported RAUM up 46% ($283.1M -> $412.3M). IAPD ↗
67
CYNOSURE GROUP, LLC — reported RAUM up 35% ($4.86B -> $6.57B). IAPD ↗
67
TRILOGY CAPITAL, INC. — reported RAUM up 40% ($1.89B -> $2.63B). IAPD ↗
67
AE WEALTH MANAGEMENT, LLC — reported RAUM up 39% ($27.08B -> $37.53B). IAPD ↗
67
MOODY, LYNN, LIEBERSON & WALKER, LLC — reported RAUM up 36% ($1.61B -> $2.19B). IAPD ↗
67
RAREVIEW CAPITAL LLC — reported RAUM up 47% ($288.3M -> $423.7M). IAPD ↗
67
ROCKEFELLER CAPITAL MANAGEMENT — reported RAUM up 35% ($51.82B -> $70.03B). IAPD ↗
67
APOLLON WEALTH MANAGEMENT, LLC — reported RAUM up 40% ($5.52B -> $7.72B). IAPD ↗
67
BEYOND WEALTH MANAGEMENT GROUP, LLC — reported RAUM up 64% ($65.6M -> $107.4M). IAPD ↗
67
SETTANNI FINANCIAL LLC — reported RAUM up 46% ($230.8M -> $336.8M). IAPD ↗
67
KATHMERE CAPITAL MANAGEMENT, LLC — reported RAUM up 36% ($1.84B -> $2.51B). IAPD ↗
67
BRANDYWINE ASSET MANAGEMENT — reported RAUM up 61% ($140.0M -> $225.0M). IAPD ↗
67
UX WEALTH PARTNERS LLC — reported RAUM up 37% ($1.50B -> $2.06B). IAPD ↗
67
SMART WEALTH, LLC — reported RAUM up 45% ($302.9M -> $440.0M). IAPD ↗
67
NILSINE PARTNERS, LLC — reported RAUM up 38% ($1.24B -> $1.71B). IAPD ↗
67
X ADVISORS, LLC — reported RAUM up 61% ($117.8M -> $189.9M). IAPD ↗
67
CALLAN FAMILY OFFICE, LLC — reported RAUM up 40% ($4.77B -> $6.67B). IAPD ↗
67
FAMILY WEALTH PARTNERS, LLC — reported RAUM up 48% ($210.4M -> $312.1M). IAPD ↗
67
FINANCIAL NETWORK WEALTH ADVISORS LLC — reported RAUM up 48% ($287.1M -> $425.2M). IAPD ↗
67
KINGSMAN WEALTH MANAGEMENT — reported RAUM up 63% ($120.2M -> $195.6M). IAPD ↗
67
BREAKWATER CAPITAL GROUP — reported RAUM up 45% ($579.7M -> $843.4M). IAPD ↗
67
STABLEPOINT PARTNERS, LLC — reported RAUM up 49% ($534.7M -> $797.7M). IAPD ↗
67
FRIDAY FINANCIAL — reported RAUM up 63% ($129.1M -> $210.5M). IAPD ↗
67
PITTSBURGH FINANCIAL PLANNERS, INC. — grew from 2 to 4 advisory reps. IAPD ↗
67
THE PLANNER'S EDGE LLC — grew from 1 to 3 advisory reps. IAPD ↗
67
ANDREWS ADVISORY ASSOCIATES, LLC — grew from 2 to 4 advisory reps. IAPD ↗
67
FINANCIAL PLANNING SERVICES — grew from 5 to 7 advisory reps. IAPD ↗
67
DELTA FINANCIAL ADVISORS, INC — grew from 3 to 5 advisory reps. IAPD ↗
67
ENGLESON & ASSOCIATES — grew from 2 to 4 advisory reps. IAPD ↗
67
KANE INVESTMENT MANAGEMENT, INC. — grew from 4 to 6 advisory reps. IAPD ↗
67
SUPERIOR PLANNING, LLC — grew from 5 to 7 advisory reps. IAPD ↗
67
AMIDON & PETERSEN FINANCIALS, LLC — grew from 1 to 3 advisory reps. IAPD ↗
67
LOTUSGROUP ADVISORS — grew from 5 to 7 advisory reps. IAPD ↗
67
PARKER FINANCIAL LLC — grew from 2 to 4 advisory reps. IAPD ↗
67
MILLINGTON FINANCIAL ADVISORS, LLC — grew from 2 to 4 advisory reps. IAPD ↗
67
TANDEM WEALTH ADVISORS — grew from 5 to 7 advisory reps. IAPD ↗
67
RICHMOND BROTHERS, INC. — grew from 5 to 7 advisory reps. IAPD ↗
67
GUIDANCE POINT RETIREMENT SERVICES, LLC — grew from 4 to 6 advisory reps. IAPD ↗
67
DONALIES FINANCIAL PLANNING, LLC — grew from 1 to 3 advisory reps. IAPD ↗
67
HORIZONS SUSTAINABLE FINANCIAL SERVICES, INC. — grew from 4 to 6 advisory reps. IAPD ↗
67
PLANVISION, LLC — grew from 3 to 5 advisory reps. IAPD ↗
67
HANSEN & ASSOCIATES FINANCIAL GROUP INC. — grew from 2 to 4 advisory reps. IAPD ↗
67
STERLING RETIREMENT GROUP OF SACRAMENTO — grew from 1 to 3 advisory reps. IAPD ↗
67
COHEN INVESTMENT ADVISORS, LLC — grew from 2 to 4 advisory reps. IAPD ↗
67
RICE FINANCIAL CONSULTING, INC. — grew from 3 to 5 advisory reps. IAPD ↗
67
BIRCHVIEW CAPITAL, LP — grew from 2 to 4 advisory reps. IAPD ↗
67
KINGSTONE CAPITAL PARTNERS TEXAS, LLC — grew from 5 to 7 advisory reps. IAPD ↗
67
GRAHAM CAPITAL WEALTH MANAGEMENT, LLC — grew from 4 to 6 advisory reps. IAPD ↗
67
FIGURE 8 INVESTMENT STRATEGIES LLC — grew from 4 to 6 advisory reps. IAPD ↗
67
GK WEALTH MANAGEMENT LLC — grew from 2 to 4 advisory reps. IAPD ↗
67
MARKLE FINANCIAL LLC — grew from 2 to 4 advisory reps. IAPD ↗
67
BLACK KNIGHT WEALTH MANAGEMENT, LLC — grew from 3 to 5 advisory reps. IAPD ↗
67
BRIAN LOW FINANCIAL GROUP, LLC — grew from 2 to 4 advisory reps. IAPD ↗
67
WEALTHSPAN INVESTMENT MANAGEMENT, LLC — grew from 3 to 5 advisory reps. IAPD ↗
67
ELYSIUM WEALTH MANAGEMENT, LLC — grew from 6 to 8 advisory reps. IAPD ↗
67
X ADVISORS, LLC — grew from 6 to 8 advisory reps. IAPD ↗
67
DOGWOOD WEALTH MANAGEMENT, LLC — grew from 2 to 4 advisory reps. IAPD ↗
67
SENIOR TAX ADVISORY GROUP, INC. — grew from 1 to 3 advisory reps. IAPD ↗
67
OPAL CAPITAL LLC — grew from 2 to 4 advisory reps. IAPD ↗
67
PALM WEALTH PARTNERS — grew from 7 to 9 advisory reps. IAPD ↗
67
ATFS ADVISERS — grew from 3 to 5 advisory reps. IAPD ↗
67
THE HOLLAND GROUP, RETIREMENT WEALTH ADVISORS, LLC — grew from 1 to 3 advisory reps. IAPD ↗
67
33 CAPITAL MANAGEMENT LLC — grew from 4 to 6 advisory reps. IAPD ↗
67
ANCHOR BAY PRIVATE WEALTH LLC — grew from 3 to 5 advisory reps. IAPD ↗
67
AZURA PARTNERS US LLC — grew from 2 to 4 advisory reps. IAPD ↗
67
STAVIS WEALTH TRANSFER SOLUTIONS — grew from 1 to 3 advisory reps. IAPD ↗
67
210 FINANCIAL — grew from 3 to 5 advisory reps. IAPD ↗
67
STONEPATH WEALTH MANAGEMENT — grew from 7 to 9 advisory reps. IAPD ↗
67
DEMETER TACTICAL INVESTMENTS CORP. — grew from 1 to 3 advisory reps. IAPD ↗
67
CRUSONIA WEALTH ADVISORS LLC — grew from 2 to 4 advisory reps. IAPD ↗
67
ZERO DAY CAPITAL ENTERPRISES LLC — grew from 10 to 12 advisory reps. IAPD ↗
67
LFG WEALTH PARTNERS, LLC — grew from 5 to 7 advisory reps. IAPD ↗
67
OUTRUNNER CAPITAL, LLC — grew from 3 to 5 advisory reps. IAPD ↗
67
HOOT WEALTH LLC — grew from 2 to 4 advisory reps. IAPD ↗
67
TRUMAN WEALTH ADVISORS — grew from 1 to 3 advisory reps. IAPD ↗
66
LPL FINANCIAL LLC — reported RAUM up 34% ($463.48B -> $618.92B). IAPD ↗
66
PRIMERICA ADVISORS — reported RAUM up 32% ($8.46B -> $11.16B). IAPD ↗
66
DOMINARI SECURITIES LLC — reported RAUM up 55% ($26.8M -> $41.6M). IAPD ↗
66
WORLD ADVISORY SERVICES — reported RAUM up 32% ($1.32B -> $1.73B). IAPD ↗
66
WESTPARK CAPITAL, INC. — reported RAUM up 59% ($30.0M -> $47.6M). IAPD ↗
66
EATON VANCE MANAGEMENT — reported RAUM up 35% ($63.04B -> $84.88B). IAPD ↗
66
PENOBSCOT INVESTMENT MANAGEMENT COMPANY, INC. — reported RAUM up 33% ($1.05B -> $1.39B). IAPD ↗
66
WEITZ INVESTMENT MANAGEMENT, INC. — reported RAUM up 32% ($5.15B -> $6.83B). IAPD ↗
66
LAW & ASSOCIATES INC — reported RAUM up 42% ($214.2M -> $304.6M). IAPD ↗
66
POTOMAC FUND MANAGEMENT — reported RAUM up 33% ($1.39B -> $1.86B). IAPD ↗
66
DRIEHAUS CAPITAL MANAGEMENT LLC — reported RAUM up 30% ($15.17B -> $19.76B). IAPD ↗
66
CHARLES SCHWAB INVESTMENT MANAGEMENT, INC — reported RAUM up 31% ($1098.81B -> $1436.97B). IAPD ↗
66
ONEDIGITAL — reported RAUM up 33% ($107.10B -> $142.60B). IAPD ↗
66
NATIXIS ADVISORS, LLC — reported RAUM up 34% ($63.77B -> $85.23B). IAPD ↗
66
FULLER & THALER ASSET MANAGEMENT INC — reported RAUM up 33% ($20.40B -> $27.11B). IAPD ↗
66
ADELL HARRIMAN & CARPENTER — reported RAUM up 32% ($1.33B -> $1.76B). IAPD ↗
66
MOON CAPITAL MANAGEMENT, LLC — reported RAUM up 42% ($278.4M -> $395.2M). IAPD ↗
66
DOLAN MCENIRY CAPITAL MANAGEMENT LLC — reported RAUM up 33% ($9.49B -> $12.62B). IAPD ↗
66
BUCKHEAD CAPITAL MANAGEMENT, LLC — reported RAUM up 32% ($3.92B -> $5.17B). IAPD ↗
66
BOREAL CAPITAL MANAGEMENT LLC — reported RAUM up 34% ($1.38B -> $1.84B). IAPD ↗
66
MAIN STREET RESEARCH LLC — reported RAUM up 31% ($1.82B -> $2.38B). IAPD ↗
66
TRUE NORTH ADVISORS, LLC — reported RAUM up 34% ($3.34B -> $4.48B). IAPD ↗
66
WEALTH ENHANCEMENT ADVISORY SERVICES, LLC — reported RAUM up 31% ($72.02B -> $94.63B). IAPD ↗
66
JAMES RIVER ASSET MANAGEMENT, LLC — reported RAUM up 58% ($149.1M -> $236.0M). IAPD ↗
66
HOWARD CAPITAL MANAGEMENT, INC. — reported RAUM up 31% ($5.23B -> $6.87B). IAPD ↗
66
WINDSOR ADVISORY GROUP, LLC — reported RAUM up 30% ($1.98B -> $2.58B). IAPD ↗
66
FIFTH AVENUE FAMILY OFFICE — reported RAUM up 43% ($633.4M -> $908.5M). IAPD ↗
66
GREAT VALLEY ADVISOR GROUP, INC. — reported RAUM up 33% ($7.34B -> $9.73B). IAPD ↗
66
WARTHER PRIVATE WEALTH — reported RAUM up 42% ($261.7M -> $371.3M). IAPD ↗
66
THE STRATEGIC FINANCIAL ALLIANCE — reported RAUM up 41% ($334.0M -> $470.9M). IAPD ↗
66
PROVENANCE WEALTH ADVISORS — reported RAUM up 35% ($2.62B -> $3.52B). IAPD ↗
66
OAKBOURNE ADVISORS — reported RAUM up 45% ($195.7M -> $283.6M). IAPD ↗
66
NEWBRIDGE FINANCIAL SERVICES GROUP, INC. — reported RAUM up 44% ($566.2M -> $813.5M). IAPD ↗
66
NAVIGATION GROUP LLC — reported RAUM up 44% ($644.2M -> $927.5M). IAPD ↗
66
NXG INVESTMENT MANAGEMENT — reported RAUM up 33% ($1.11B -> $1.48B). IAPD ↗
66
CLIFFWATER LLC — reported RAUM up 31% ($26.71B -> $35.09B). IAPD ↗
66
NEPSIS, INC. — reported RAUM up 42% ($350.8M -> $497.8M). IAPD ↗
66
FORT POINT CAPITAL PARTNERS LLC — reported RAUM up 34% ($1.49B -> $2.00B). IAPD ↗
66
WESTFIELD CAPITAL MANAGEMENT COMPANY, L.P. — reported RAUM up 34% ($17.56B -> $23.55B). IAPD ↗
66
MERCER GLOBAL ADVISORS INC. — reported RAUM up 33% ($45.35B -> $60.26B). IAPD ↗
66
CAPRICORN INVESTMENT GROUP LLC — reported RAUM up 33% ($9.40B -> $12.47B). IAPD ↗
66
ROUNDVIEW CAPITAL, LLC — reported RAUM up 33% ($1.41B -> $1.88B). IAPD ↗
66
MILLBURN RIDGEFIELD LLC — reported RAUM up 31% ($6.84B -> $8.97B). IAPD ↗
66
16TH AMENDMENT ADVISORS LLC — reported RAUM up 41% ($228.8M -> $323.6M). IAPD ↗
66
HHM WEALTH ADVISORS, LLC — reported RAUM up 32% ($1.07B -> $1.41B). IAPD ↗
66
FORT SHERIDAN ADVISORS LLC — reported RAUM up 40% ($647.9M -> $908.9M). IAPD ↗
66
MERIDIAN WEALTH MANAGEMENT, LLC — reported RAUM up 34% ($2.91B -> $3.89B). IAPD ↗
66
VERUS CAPITAL PARTNERS, LLC — reported RAUM up 32% ($1.56B -> $2.07B). IAPD ↗
66
EXPAND FINANCIAL, LLC — reported RAUM up 31% ($1.40B -> $1.84B). IAPD ↗
66
SELECT MONEY MANAGEMENT, INC. — reported RAUM up 35% ($1.11B -> $1.49B). IAPD ↗
66
EMPIRICAL ASSET MANAGEMENT, LLC — reported RAUM up 42% ($328.7M -> $467.0M). IAPD ↗
66
CWA ASSET MANAGEMENT GROUP — reported RAUM up 32% ($2.53B -> $3.34B). IAPD ↗
66
CANTOR FITZGERALD INVESTMENT ADVISORS — reported RAUM up 34% ($1.78B -> $2.38B). IAPD ↗
66
CV ADVISORS LLC — reported RAUM up 33% ($9.68B -> $12.86B). IAPD ↗
66
UNIO CAPITAL LLC — reported RAUM up 44% ($219.8M -> $315.4M). IAPD ↗
66
ELM WEALTH — reported RAUM up 34% ($1.50B -> $2.02B). IAPD ↗
66
QUINT INVESTMENTS AND INSURANCE — reported RAUM up 58% ($56.0M -> $88.5M). IAPD ↗
66
J. HAGAN CAPITAL, INC. — reported RAUM up 41% ($185.6M -> $260.9M). IAPD ↗
66
EXCEED ADVISORY LLC — reported RAUM up 56% ($49.1M -> $76.7M). IAPD ↗
66
MCADAM LLC — reported RAUM up 32% ($1.74B -> $2.29B). IAPD ↗
66
IHT WEALTH MANAGEMENT LLC — reported RAUM up 32% ($4.82B -> $6.38B). IAPD ↗
66
CITRINE CAPITAL — reported RAUM up 43% ($194.6M -> $278.1M). IAPD ↗
66
MONECO ADVISORS — reported RAUM up 30% ($1.47B -> $1.92B). IAPD ↗
66
WEALTHCARE ADVISORY PARTNERS LLC — reported RAUM up 32% ($4.54B -> $6.02B). IAPD ↗
66
CASILIO LEITCH INVESTMENTS — reported RAUM up 55% ($151.3M -> $235.1M). IAPD ↗
66
STEWARDSHIP ADVISORS, LLC — reported RAUM up 44% ($321.2M -> $461.5M). IAPD ↗
66
PENNINGTON PARTNERS & CO., LLC — reported RAUM up 33% ($2.97B -> $3.95B). IAPD ↗
66
WEST RIDGE ADVISORS — reported RAUM up 42% ($188.6M -> $268.1M). IAPD ↗
66
INVST, LLC — reported RAUM up 33% ($1.35B -> $1.79B). IAPD ↗
66
TRANSFORM WEALTH, LLC — reported RAUM up 34% ($2.51B -> $3.38B). IAPD ↗
66
OREI ADVISORS LP — reported RAUM up 31% ($1.31B -> $1.71B). IAPD ↗
66
GPS WEALTH STRATEGIES GROUP, LLC — reported RAUM up 33% ($1.07B -> $1.42B). IAPD ↗
66
ABOUND WEALTH MANAGEMENT, LLC — reported RAUM up 31% ($1.07B -> $1.39B). IAPD ↗
66
VIDENT ASSET MANAGEMENT — reported RAUM up 35% ($8.99B -> $12.09B). IAPD ↗
66
ALERA INVESTMENT ADVISORS, LLC — reported RAUM up 31% ($2.73B -> $3.57B). IAPD ↗
66
POST ROAD GROUP LLC — reported RAUM up 34% ($1.49B -> $1.99B). IAPD ↗
66
MONON WEALTH MANAGEMENT — reported RAUM up 45% ($312.2M -> $452.2M). IAPD ↗
66
CREDICORP CAPITAL ADVISORS LLC — reported RAUM up 42% ($694.6M -> $983.4M). IAPD ↗
66
ANDERSON FINANCIAL STRATEGIES, LLC — reported RAUM up 42% ($245.7M -> $348.1M). IAPD ↗
66
CROAK CAPITAL — reported RAUM up 41% ($213.1M -> $300.2M). IAPD ↗
66
AARON WEALTH ADVISORS — reported RAUM up 34% ($1.95B -> $2.61B). IAPD ↗
66
MODEL WEALTH — reported RAUM up 43% ($200.3M -> $286.1M). IAPD ↗
66
STOKES FAMILY OFFICE LLC — reported RAUM up 32% ($1.87B -> $2.48B). IAPD ↗
66
ECIO, INC. — reported RAUM up 59% ($146.0M -> $231.7M). IAPD ↗
66
F/M INVESTMENTS LLC — reported RAUM up 32% ($12.85B -> $16.90B). IAPD ↗
66
GREENBRIDGE PARTNERS LLC — reported RAUM up 43% ($178.7M -> $254.8M). IAPD ↗
66
QUILITY FINANCIAL ADVISORS — reported RAUM up 60% ($44.5M -> $71.0M). IAPD ↗
66
FAITHWARD CAPITAL — reported RAUM up 44% ($631.2M -> $906.1M). IAPD ↗
66
LEGADO WEALTH MANAGEMENT LLC — reported RAUM up 55% ($16.4M -> $25.4M). IAPD ↗
66
SWAN CAPITAL — reported RAUM up 41% ($190.7M -> $268.9M). IAPD ↗
66
NATIONAL INVESTMENT SERVICES OF AMERICA, LLC — reported RAUM up 31% ($9.85B -> $12.91B). IAPD ↗
66
HOXTON WEALTH USA LLC — reported RAUM up 44% ($326.3M -> $470.0M). IAPD ↗
66
ALPHA CAPITAL FAMILY OFFICE, LLC — reported RAUM up 55% ($140.2M -> $217.4M). IAPD ↗
66
GRANTVEST FINANCIAL GROUP LLC — reported RAUM up 59% ($107.0M -> $170.0M). IAPD ↗
66
CW ADVISORS, LLC — reported RAUM up 34% ($6.92B -> $9.30B). IAPD ↗
66
CYPRESS CAPITAL WEALTH MANAGEMENT LLC — reported RAUM up 57% ($149.5M -> $234.6M). IAPD ↗
66
ROLLINS FINANCIAL ADVISORS, LLC — reported RAUM up 30% ($1.06B -> $1.38B). IAPD ↗
66
ESSENTIAL PARTNERS LLC — reported RAUM up 45% ($224.7M -> $325.1M). IAPD ↗
66
ELDRED ROCK PARTNERS, LLC — reported RAUM up 44% ($337.9M -> $487.6M). IAPD ↗
66
HIGHPOINT PLANNING PARTNERS — reported RAUM up 33% ($3.00B -> $4.00B). IAPD ↗
66
SK ADVISOR NETWORK, LLC — reported RAUM up 57% ($105.4M -> $165.2M). IAPD ↗
66
PEAK RETIREMENT PLANNING, INC. — reported RAUM up 60% ($151.9M -> $242.5M). IAPD ↗
66
VALIDUS CAPITAL LLC — reported RAUM up 33% ($1.63B -> $2.18B). IAPD ↗
66
MDRN CAPITAL — reported RAUM up 58% ($101.6M -> $160.9M). IAPD ↗
66
THREE SEASONS WEALTH — reported RAUM up 45% ($250.0M -> $361.7M). IAPD ↗
66
EIGHT 31 FINANCIAL, LLC — reported RAUM up 41% ($350.5M -> $494.3M). IAPD ↗
66
LEGACY EDGE ADVISORS — reported RAUM up 43% ($627.0M -> $896.2M). IAPD ↗
66
QUANTIFY FUNDS — reported RAUM up 59% ($35.6M -> $56.7M). IAPD ↗
66
POMONA WEALTH MANAGEMENT, LLC — reported RAUM up 57% ($105.4M -> $165.2M). IAPD ↗
66
SILVER LAKE CAPITAL PARTNERS — reported RAUM up 57% ($149.7M -> $234.6M). IAPD ↗
66
DIVERSIFIED, LLC — reported RAUM up 34% ($1.55B -> $2.08B). IAPD ↗
65
WELLS FARGO ADVISORS — reported RAUM up 28% ($154.19B -> $197.36B). IAPD ↗
65
DUNHAM & ASSOCIATES INVESTMENT COUNSEL, INC. — reported RAUM up 26% ($3.76B -> $4.74B). IAPD ↗
65
CAPITOL SECURITIES MANAGEMENT, INC. — reported RAUM up 30% ($1.40B -> $1.82B). IAPD ↗
65
OFG FINANCIAL SERVICES, INC. — reported RAUM up 38% ($196.0M -> $270.0M). IAPD ↗
65
PARK AVENUE SECURITIES LLC — reported RAUM up 26% ($11.88B -> $15.00B). IAPD ↗
65
MIDWESTERN SECURITIES TRADING CO.,LLC — reported RAUM up 29% ($1.26B -> $1.63B). IAPD ↗
65
STRATEGIC ADVISERS LLC — reported RAUM up 29% ($824.74B -> $1067.66B). IAPD ↗
65
OBERWEIS ASSET MANAGEMENT INC — reported RAUM up 30% ($3.04B -> $3.94B). IAPD ↗
65
DANA INVESTMENT ADVISORS INC — reported RAUM up 28% ($4.51B -> $5.76B). IAPD ↗
65
PDS PLANNING INC — reported RAUM up 29% ($1.39B -> $1.79B). IAPD ↗
65
EVERHART ADVISORS — reported RAUM up 30% ($1.45B -> $1.87B). IAPD ↗
65
EAGLE GLOBAL ADVISORS LLC — reported RAUM up 27% ($1.94B -> $2.46B). IAPD ↗
65
HUTNER CAPITAL MANAGEMENT INC. — reported RAUM up 40% ($193.9M -> $270.7M). IAPD ↗
65
FINANCIAL MANAGEMENT, INC. — reported RAUM up 53% ($118.1M -> $181.2M). IAPD ↗
65
LADENBURG THALMANN ASSET MANAGEMENT INC — reported RAUM up 30% ($4.32B -> $5.61B). IAPD ↗
65
PECONIC PARTNERS LLC — reported RAUM up 29% ($1.42B -> $1.84B). IAPD ↗
65
COMMUNITY CAPITAL MANAGEMENT, LLC — reported RAUM up 25% ($5.00B -> $6.26B). IAPD ↗
65
LASALLE ST. INVESTMENT ADVISORS, L.L.C. — reported RAUM up 25% ($3.48B -> $4.35B). IAPD ↗
65
SLOY, DAHL & HOLST, LLC — reported RAUM up 26% ($1.34B -> $1.68B). IAPD ↗
65
J.P. MORGAN PRIVATE INVESTMENTS INC. — reported RAUM up 28% ($292.91B -> $375.63B). IAPD ↗
65
CG ADVISORY SERVICES — reported RAUM up 25% ($3.22B -> $4.02B). IAPD ↗
65
ALLWORTH FINANCIAL, L.P. — reported RAUM up 30% ($19.31B -> $25.10B). IAPD ↗
65
COLLEY ASSET MANAGEMENT, INC. — reported RAUM up 40% ($252.6M -> $353.6M). IAPD ↗
65
ADVISORS CAPITAL MANAGEMENT, LLC — reported RAUM up 27% ($7.44B -> $9.47B). IAPD ↗
65
J. W. COLE ADVISORS, INC. — reported RAUM up 25% ($5.74B -> $7.20B). IAPD ↗
65
BCS WEALTH MANAGEMENT, LLC — reported RAUM up 35% ($599.4M -> $811.6M). IAPD ↗
65
BEACON POINTE ADVISORS, LLC — reported RAUM up 27% ($31.28B -> $39.84B). IAPD ↗
65
CHARTER OAK CAPITAL MANAGEMENT — reported RAUM up 28% ($1.11B -> $1.42B). IAPD ↗
65
RETIREMENT PLAN ADVISORS, LLC — reported RAUM up 28% ($1.47B -> $1.88B). IAPD ↗
65
INDEPENDENT FINANCIAL PARTNERS — reported RAUM up 28% ($9.76B -> $12.54B). IAPD ↗
65
SOWELL MANAGEMENT — reported RAUM up 27% ($3.33B -> $4.23B). IAPD ↗
65
AVIDIAN WEALTH SOLUTIONS — reported RAUM up 28% ($3.11B -> $3.99B). IAPD ↗
65
PRUDENT INVESTORS — reported RAUM up 39% ($295.4M -> $409.3M). IAPD ↗
65
CHICKASAW CAPITAL MANAGEMENT, LLC — reported RAUM up 28% ($1.97B -> $2.53B). IAPD ↗
65
TRADITION WEALTH MANAGEMENT LLC — reported RAUM up 28% ($1.52B -> $1.95B). IAPD ↗
65
MAPLE CAPITAL MANAGEMENT, INC. — reported RAUM up 27% ($1.72B -> $2.19B). IAPD ↗
65
PERIGON WEALTH MANAGEMENT, LLC — reported RAUM up 26% ($6.94B -> $8.71B). IAPD ↗
65
J. SAFRA ASSET MANAGEMENT CORPORATION — reported RAUM up 25% ($3.68B -> $4.60B). IAPD ↗
65
WATERLOO CAPITAL — reported RAUM up 29% ($1.30B -> $1.69B). IAPD ↗
65
TIETON CAPITAL MANAGEMENT — reported RAUM up 38% ($194.7M -> $269.2M). IAPD ↗
65
KOVACK ADVISORS, INC. — reported RAUM up 29% ($4.29B -> $5.53B). IAPD ↗
65
HARDY REED, LLC — reported RAUM up 26% ($1.87B -> $2.36B). IAPD ↗
65
COPPERWYND FINANCIAL — reported RAUM up 36% ($530.6M -> $720.1M). IAPD ↗
65
JAFFE TILCHIN INVESTMENT PARTNERS, LLC — reported RAUM up 25% ($1.47B -> $1.84B). IAPD ↗
65
BESPOKE INVESTMENT GROUP, LLC — reported RAUM up 51% ($51.2M -> $77.4M). IAPD ↗
65
PURE FINANCIAL ADVISORS, LLC — reported RAUM up 27% ($6.29B -> $8.02B). IAPD ↗
65
SMITH ANGLIN FINANCIAL, LLC — reported RAUM up 28% ($1.57B -> $2.01B). IAPD ↗
65
SCHRODERS CAPITAL MANAGEMENT (US) INC. — reported RAUM up 25% ($23.16B -> $29.06B). IAPD ↗
65
HIGHTOWER ADVISORS, LLC — reported RAUM up 27% ($130.24B -> $164.79B). IAPD ↗
65
PROSPERITY FINANCIAL GROUP, INC. — reported RAUM up 37% ($261.7M -> $358.9M). IAPD ↗
65
ADVISORY SERVICES NETWORK — reported RAUM up 26% ($6.82B -> $8.62B). IAPD ↗
65
GLASHOFER FINANCIAL ADVISORS — reported RAUM up 38% ($203.3M -> $281.3M). IAPD ↗
65
UNITED ADVISORS AMERICA — reported RAUM up 36% ($260.2M -> $353.7M). IAPD ↗
65
LIGHTHOUSE RETIREMENT — reported RAUM up 52% ($139.0M -> $211.9M). IAPD ↗
65
CHICAGO PARTNERS INVESTMENT GROUP LLC — reported RAUM up 30% ($4.59B -> $5.96B). IAPD ↗
65
JACOBI CAPITAL MANAGEMENT, LLC — reported RAUM up 29% ($1.69B -> $2.19B). IAPD ↗
65
HAVEN WEALTH GROUP — reported RAUM up 39% ($285.6M -> $397.8M). IAPD ↗
65
PARADIGM WEALTH MANAGEMENT, LLC — reported RAUM up 37% ($347.9M -> $475.6M). IAPD ↗
65
CAPWEALTH ADVISORS, LLC — reported RAUM up 26% ($1.35B -> $1.70B). IAPD ↗
65
SOVEREIGN INVESTMENT ADVISORS LLC — reported RAUM up 28% ($2.33B -> $2.99B). IAPD ↗
65
TEMPLETON & PHILLIPS CAPITAL MANAGEMENT, LLC — reported RAUM up 37% ($202.4M -> $278.1M). IAPD ↗
65
AGW CAPITAL ADVISORS — reported RAUM up 29% ($1.15B -> $1.48B). IAPD ↗
65
BULLDOG INVESTORS, LLP — reported RAUM up 36% ($334.8M -> $456.0M). IAPD ↗
65
RJA ASSET MANAGEMENT LLC — reported RAUM up 38% ($720.1M -> $992.5M). IAPD ↗
65
HARVEST FUND ADVISORS LLC — reported RAUM up 29% ($6.28B -> $8.07B). IAPD ↗
65
CONWAY INVESTMENT SOLUTIONS — reported RAUM up 29% ($1.00B -> $1.29B). IAPD ↗
65
SNOWDEN CAPITAL ADVISORS LLC — reported RAUM up 27% ($5.93B -> $7.55B). IAPD ↗
65
PORTOLAN CAPITAL MANAGEMENT, LLC — reported RAUM up 30% ($1.22B -> $1.58B). IAPD ↗
65
RFG ADVISORY, LLC — reported RAUM up 28% ($3.86B -> $4.94B). IAPD ↗
65
CORECAP ADVISORS — reported RAUM up 28% ($2.47B -> $3.17B). IAPD ↗
65
EFG ASSET MANAGEMENT (AMERICAS) CORP. — reported RAUM up 27% ($1.51B -> $1.92B). IAPD ↗
65
ANGELES WEALTH MANAGEMENT, LLC — reported RAUM up 26% ($1.80B -> $2.27B). IAPD ↗
65
CLARO ADVISORS, LLC — reported RAUM up 26% ($1.02B -> $1.28B). IAPD ↗
65
FSR WEALTH STRATEGIES — reported RAUM up 54% ($154.3M -> $237.1M). IAPD ↗
65
ARAGON CAPITAL LLC — reported RAUM up 36% ($209.9M -> $285.0M). IAPD ↗
65
OAKTREE ADVISORS LLC — reported RAUM up 54% ($116.2M -> $179.3M). IAPD ↗
65
IBEX WEALTH ADVISORS, LLC — reported RAUM up 36% ($709.7M -> $963.3M). IAPD ↗
65
RMR WEALTH BUILDERS, INC. — reported RAUM up 30% ($1.70B -> $2.20B). IAPD ↗
65
SANCHEZ WEALTH MANAGEMENT GROUP, LLC — reported RAUM up 36% ($342.2M -> $465.5M). IAPD ↗
65
JIM SAULNIER & ASSOCIATES, LLC — reported RAUM up 55% ($116.4M -> $180.0M). IAPD ↗
65
SHUSTER ADVISORY GROUP, LLC — reported RAUM up 26% ($6.28B -> $7.91B). IAPD ↗
65
PINE VALLEY INVESTMENTS — reported RAUM up 25% ($1.74B -> $2.18B). IAPD ↗
65
SANCTUARY ADVISORS, LLC — reported RAUM up 26% ($22.02B -> $27.70B). IAPD ↗
65
SPYGLASS CAPITAL MANAGEMENT, LLC — reported RAUM up 28% ($1.40B -> $1.79B). IAPD ↗
65
3EDGE ASSET MANAGEMENT, LP — reported RAUM up 25% ($1.33B -> $1.66B). IAPD ↗
65
GQG PARTNERS — reported RAUM up 27% ($120.57B -> $153.00B). IAPD ↗
65
WADDELL & ASSOCIATES, LLC — reported RAUM up 27% ($1.34B -> $1.70B). IAPD ↗
65
APEXIUM FINANCIAL LP — reported RAUM up 28% ($2.64B -> $3.38B). IAPD ↗
65
PLUM STREET ADVISORS, LLC — reported RAUM up 37% ($261.5M -> $359.4M). IAPD ↗
65
MMBG INVESTMENT ADVISORS CO. — reported RAUM up 25% ($1.97B -> $2.46B). IAPD ↗
65
BLUE RIDGE WEALTH PLANNERS — reported RAUM up 37% ($201.2M -> $275.7M). IAPD ↗
65
MAYTECH GLOBAL INVESTMENTS — reported RAUM up 35% ($627.2M -> $848.5M). IAPD ↗
65
WHITAKER-MYERS WEALTH MANAGERS, LTD. — reported RAUM up 39% ($513.0M -> $713.1M). IAPD ↗
65
PERENNIAL FINANCIAL SERVICES — reported RAUM up 28% ($1.48B -> $1.90B). IAPD ↗
65
OPEROSE ADVISORS LLC — reported RAUM up 28% ($1.25B -> $1.60B). IAPD ↗
65
BORDEAUX WEALTH ADVISORS — reported RAUM up 27% ($4.44B -> $5.64B). IAPD ↗
65
MAYPORT WEALTH MANAGEMENT — reported RAUM up 37% ($350.4M -> $481.5M). IAPD ↗
65
ASTORIA PORTFOLIO ADVISORS LLC — reported RAUM up 39% ($504.2M -> $698.8M). IAPD ↗
65
BEACON GLOBAL ADVISOR NETWORK, LLC — reported RAUM up 36% ($291.6M -> $396.9M). IAPD ↗
65
CAPITA FINANCIAL NETWORK, LLC — reported RAUM up 27% ($1.46B -> $1.85B). IAPD ↗
65
THAYER PARTNERS LLC — reported RAUM up 36% ($294.8M -> $401.3M). IAPD ↗
65
BRIDGEWEALTH ADVISORY GROUP, LLC — reported RAUM up 40% ($530.1M -> $740.1M). IAPD ↗
65
CUSTOS FAMILY OFFICE LLC — reported RAUM up 37% ($531.8M -> $729.6M). IAPD ↗
65
HASSELL WEALTH MANAGEMENT — reported RAUM up 36% ($255.8M -> $348.6M). IAPD ↗
65
RESONANT CAPITAL ADVISORS, LLC — reported RAUM up 27% ($1.75B -> $2.22B). IAPD ↗
65
SUMMIT FINANCIAL, LLC — reported RAUM up 30% ($11.55B -> $14.96B). IAPD ↗
65
INDEPENDENCE SQUARE HOLDINGS, LLC — reported RAUM up 30% ($1.15B -> $1.49B). IAPD ↗
65
SEAVIEW INVESTMENT MANAGERS LLC — reported RAUM up 26% ($1.14B -> $1.43B). IAPD ↗
65
AUSTIN PRIVATE WEALTH, LLC — reported RAUM up 26% ($1.06B -> $1.33B). IAPD ↗
65
PRESIDIO CAPITAL MANAGEMENT, LLC — reported RAUM up 38% ($288.1M -> $397.4M). IAPD ↗
65
MARINER INDEPENDENT — reported RAUM up 29% ($4.35B -> $5.62B). IAPD ↗
65
FORT STREET ASSET MANAGEMENT LLC — reported RAUM up 51% ($126.0M -> $190.0M). IAPD ↗
65
DELAWARE WEALTH PLANNERS — reported RAUM up 50% ($103.2M -> $155.2M). IAPD ↗
65
CYNDEO WEALTH PARTNERS — reported RAUM up 29% ($2.00B -> $2.58B). IAPD ↗
65
MGB WEALTH MANAGEMENT, LLC — reported RAUM up 36% ($310.5M -> $421.9M). IAPD ↗
65
UNION HERITAGE CAPITAL — reported RAUM up 40% ($200.0M -> $279.8M). IAPD ↗
65
CAPSHIFT ADVISORS — reported RAUM up 36% ($363.1M -> $495.2M). IAPD ↗
65
DRIVEN INVESTMENTS LLC — reported RAUM up 54% ($109.3M -> $168.6M). IAPD ↗
65
ABICH FINANCIAL WEALTH MANAGEMENT, LLC — reported RAUM up 52% ($150.1M -> $227.6M). IAPD ↗
65
SEEK FIRST INC. — reported RAUM up 50% ($135.0M -> $202.7M). IAPD ↗
65
THE NEMES RUSH GROUP, LLC — reported RAUM up 28% ($1.07B -> $1.38B). IAPD ↗
65
MILLER AVENUE ADVISORS LLC — reported RAUM up 51% ($123.2M -> $186.5M). IAPD ↗
65
ELEVATION WEALTH MANAGEMENT — reported RAUM up 55% ($113.4M -> $175.4M). IAPD ↗
65
FACTOR INVESTING GROUP — reported RAUM up 36% ($228.0M -> $309.5M). IAPD ↗
65
BLUEPRINT FINANCIAL ADVISORS — reported RAUM up 52% ($132.5M -> $201.5M). IAPD ↗
65
WEST WEALTH GROUP, LLC — reported RAUM up 35% ($349.3M -> $472.1M). IAPD ↗
65
RAGA PARTNERS LP — reported RAUM up 27% ($1.73B -> $2.19B). IAPD ↗
65
RYAN HERITAGE, LLP — reported RAUM up 54% ($16.7M -> $25.6M). IAPD ↗
65
PETREDIS INVESTMENT ADVISORS — reported RAUM up 26% ($1.11B -> $1.40B). IAPD ↗
65
STENGER FAMILY OFFICE, LLC — reported RAUM up 35% ($320.8M -> $433.4M). IAPD ↗
65
LEGACY WEALTH ADVISORS, LLC — reported RAUM up 36% ($254.9M -> $348.0M). IAPD ↗
65
RELATION WEALTH MANAGEMENT, INC. — reported RAUM up 40% ($299.1M -> $417.9M). IAPD ↗
65
GFG SOLUTIONS — reported RAUM up 51% ($151.1M -> $228.6M). IAPD ↗
65
ALIGN FINANCIAL ADVISORS, LLC — reported RAUM up 55% ($39.5M -> $61.1M). IAPD ↗
64
AMERICAN WEALTH MANAGEMENT, INC. — reported RAUM up 31% ($217.5M -> $284.3M). IAPD ↗
64
WESTBOURNE INVESTMENTS, INC. — reported RAUM up 46% ($151.8M -> $221.1M). IAPD ↗
64
DORSEY, WRIGHT & ASSOCIATES, LLC — reported RAUM up 30% ($578.9M -> $755.1M). IAPD ↗
64
NIGHT OWL CAPITAL MANAGEMENT, LLC — reported RAUM up 33% ($652.7M -> $865.8M). IAPD ↗
64
PORTFOLIO ADVISORY COUNCIL,L.L.C. — reported RAUM up 32% ($351.1M -> $465.0M). IAPD ↗
64
L. K. BENSON & COMPANY, P.C. — reported RAUM up 33% ($277.1M -> $369.1M). IAPD ↗
64
WHITE LIGHTHOUSE INVESTMENT MANAGEMENT, INC. — reported RAUM up 35% ($511.1M -> $689.3M). IAPD ↗
64
OARSMAN CAPITAL, INC — reported RAUM up 32% ($703.3M -> $926.8M). IAPD ↗
64
GLASS WEALTH MANAGEMENT CO., LLC — reported RAUM up 31% ($191.6M -> $251.6M). IAPD ↗
64
THREE MAGNOLIAS FINANCIAL ADVISORS — reported RAUM up 35% ($307.2M -> $414.2M). IAPD ↗
64
CARGILE INVESTMENT MANAGEMENT — reported RAUM up 33% ($288.6M -> $383.0M). IAPD ↗
64
SQUIRE WEALTH ADVISORS — reported RAUM up 31% ($377.2M -> $493.9M). IAPD ↗
64
DETALUS ADVISORS, LLC — reported RAUM up 35% ($687.9M -> $928.4M). IAPD ↗
64
COMPREHENSIVE CAPITAL MANAGEMENT, INC. — reported RAUM up 47% ($48.3M -> $71.0M). IAPD ↗
64
OMNI 360 WEALTH, INC. — reported RAUM up 31% ($248.6M -> $324.5M). IAPD ↗
64
WISER WEALTH MANAGEMENT, INC — reported RAUM up 31% ($307.9M -> $404.6M). IAPD ↗
64
BEACON INVESTMENT ADVISORS LLC — reported RAUM up 31% ($257.8M -> $337.6M). IAPD ↗
64
FRANCIS FINANCIAL — reported RAUM up 33% ($509.7M -> $680.3M). IAPD ↗
64
TURNER FINANCIAL GROUP, INC. — reported RAUM up 48% ($115.7M -> $171.0M). IAPD ↗
64
MEASURED RISK PORTFOLIOS — reported RAUM up 34% ($297.8M -> $400.0M). IAPD ↗
64
MCALVANY WEALTH MANAGEMENT, LLC — reported RAUM up 49% ($91.9M -> $137.1M). IAPD ↗
64
NIXON CAPITAL LLC — reported RAUM up 32% ($256.3M -> $337.5M). IAPD ↗
64
WISNIEWSKI WEALTH MANAGEMENT — reported RAUM up 49% ($159.6M -> $237.2M). IAPD ↗
64
FOUNTAINHEAD FINANCIAL, LLC — reported RAUM up 32% ($342.6M -> $453.5M). IAPD ↗
64
WILLOW GROVE ADVISORS, LLC — reported RAUM up 32% ($227.5M -> $300.1M). IAPD ↗
64
RIVER STREET ADVISORS, LLC — reported RAUM up 31% ($316.2M -> $414.9M). IAPD ↗
64
DRAKE & ASSOCIATES, LLC — reported RAUM up 34% ($313.1M -> $418.8M). IAPD ↗
64
INNOVATIVE ADVISORY PARTNERS, LLC — reported RAUM up 31% ($198.8M -> $260.4M). IAPD ↗
64
BCP ADVISORS LLC — reported RAUM up 32% ($221.0M -> $291.7M). IAPD ↗
64
ROTHSCHILD CAPITAL PARTNERS — reported RAUM up 33% ($351.3M -> $467.8M). IAPD ↗
64
LAKE TAHOE WEALTH MANAGEMENT, INC. — reported RAUM up 34% ($191.6M -> $257.2M). IAPD ↗
64
HD MONEY, INC. — reported RAUM up 30% ($225.9M -> $294.0M). IAPD ↗
64
POINT BRIDGE CAPITAL, LLC — reported RAUM up 32% ($293.7M -> $387.4M). IAPD ↗
64
OBSIDIAN PERSONAL PLANNING SOLUTIONS, LLC — reported RAUM up 30% ($312.8M -> $407.2M). IAPD ↗
64
HOBART WEALTH — reported RAUM up 32% ($326.2M -> $429.7M). IAPD ↗
64
SUMMIT WEALTH MANAGEMENT GROUP, INC. — reported RAUM up 46% ($154.9M -> $226.0M). IAPD ↗
64
MILLENNIAL ADVISERS, LLC. — reported RAUM up 48% ($39.5M -> $58.7M). IAPD ↗
64
NOTE ADVISORS, LLC — reported RAUM up 31% ($292.5M -> $382.2M). IAPD ↗
64
AUSTIN WEALTH MANAGEMENT, LLC — reported RAUM up 35% ($568.4M -> $766.4M). IAPD ↗
64
GENERATIONS WEALTH, LLC — reported RAUM up 30% ($207.2M -> $270.0M). IAPD ↗
64
LEAR INVESTMENT MANAGEMENT — reported RAUM up 33% ($604.0M -> $805.7M). IAPD ↗
64
ROUBAIX CAPITAL, LLC — reported RAUM up 34% ($199.0M -> $266.4M). IAPD ↗
64
PANDOWEALTH. LLC — reported RAUM up 32% ($299.3M -> $396.0M). IAPD ↗
64
CLIENT FIRST INVESTMENT MANAGEMENT LLC — reported RAUM up 46% ($126.2M -> $184.4M). IAPD ↗
64
PARADIGM WEALTH ADVISORY LLC — reported RAUM up 31% ($356.1M -> $468.3M). IAPD ↗
64
HAYDEN CAPITAL — reported RAUM up 48% ($41.2M -> $60.9M). IAPD ↗
64
GOEHRING & ROZENCWAJG ASSOCIATES, LLC — reported RAUM up 34% ($543.8M -> $726.2M). IAPD ↗
64
SPINNAKER INVESTMENT GROUP, LLC — reported RAUM up 30% ($676.8M -> $882.0M). IAPD ↗
64
MASTODON ADVISORY GROUP — reported RAUM up 34% ($304.0M -> $406.6M). IAPD ↗
64
JEMMA FINANCIAL SERVICES — reported RAUM up 48% ($98.8M -> $145.9M). IAPD ↗
64
DECKER RETIREMENT PLANNING INC. — reported RAUM up 33% ($213.6M -> $285.1M). IAPD ↗
64
RETIREWISE TAX AND WEALTH ADVISORS, INC. — reported RAUM up 48% ($115.3M -> $170.1M). IAPD ↗
64
DAVIMAN FINANCIAL, LLC — reported RAUM up 48% ($103.6M -> $152.8M). IAPD ↗
64
AQUA ADVISORS LLC — reported RAUM up 50% ($147.7M -> $221.4M). IAPD ↗
64
TRUE FINANCIAL GROUP — reported RAUM up 33% ($261.0M -> $346.0M). IAPD ↗
64
CAPITAL SQUARE, LLC — reported RAUM up 30% ($301.9M -> $393.6M). IAPD ↗
64
ONE CHARLES PRIVATE WEALTH — reported RAUM up 31% ($715.1M -> $936.4M). IAPD ↗
64
BENCHMARK FINANCIAL WEALTH ADVISORS LLC — reported RAUM up 31% ($549.0M -> $721.7M). IAPD ↗
64
MADISON GLOBAL ADVISORS LLC — reported RAUM up 45% ($55.4M -> $80.4M). IAPD ↗
64
FOUNTAINHEAD AM, LLC — reported RAUM up 30% ($739.2M -> $964.5M). IAPD ↗
64
FIDELIS WEALTH ADVISORS — reported RAUM up 31% ($192.9M -> $253.2M). IAPD ↗
64
BLUE SQUARE ASSET MANAGEMENT, LLC — reported RAUM up 30% ($274.8M -> $357.7M). IAPD ↗
64
BLUE INVESTMENT PARTNERS LLC — reported RAUM up 32% ($259.7M -> $342.1M). IAPD ↗
64
SPECTRUM WEALTH ADVISORY GROUP, LLC — reported RAUM up 31% ($282.8M -> $370.0M). IAPD ↗
64
KDK PRIVATE WEALTH MANAGEMENT — reported RAUM up 33% ($359.8M -> $478.8M). IAPD ↗
64
BELLWETHER WEALTH — reported RAUM up 33% ($516.6M -> $685.0M). IAPD ↗
64
FIRST EAGLE SEPARATE ACCOUNT MANAGEMENT, LLC — reported RAUM up 35% ($261.1M -> $352.2M). IAPD ↗
64
DAHRING | CUSMANO AND ASSOCIATES — reported RAUM up 32% ($535.1M -> $707.1M). IAPD ↗
64
EMERALD ADVISORS, LLC — reported RAUM up 33% ($678.9M -> $904.4M). IAPD ↗
64
BLACK KNIGHT WEALTH MANAGEMENT, LLC — reported RAUM up 47% ($163.2M -> $240.0M). IAPD ↗
64
PALATINE HILL WEALTH MANAGEMENT — reported RAUM up 35% ($189.1M -> $254.4M). IAPD ↗
64
GRAYSTONE PARTNERS WEALTH MANAGEMENT, LLC — reported RAUM up 31% ($265.7M -> $348.9M). IAPD ↗
64
VIRTERA PARTNERS LLC — reported RAUM up 31% ($346.9M -> $455.8M). IAPD ↗
64
RISKBRIDGE ADVISORS, LLC — reported RAUM up 32% ($633.0M -> $833.8M). IAPD ↗
64
RWM CAPITAL, LLC — reported RAUM up 50% ($107.9M -> $161.4M). IAPD ↗
64
RETIREMENT PLANNING SOLUTIONS, LLC — reported RAUM up 32% ($285.4M -> $376.8M). IAPD ↗
64
VISTA FINANCE, LLC — reported RAUM up 31% ($209.7M -> $273.8M). IAPD ↗
64
VANTAGE FINANCIAL PARTNERS, LLC — reported RAUM up 32% ($612.1M -> $810.7M). IAPD ↗
64
HERITAGE WEALTH MANAGEMENT, INC. — reported RAUM up 30% ($377.0M -> $491.2M). IAPD ↗
64
PROATHLETE WEALTH MANAGEMENT LLC — reported RAUM up 34% ($233.3M -> $312.0M). IAPD ↗
64
BANCOLOMBIA CAPITAL ADVISERS LLC — reported RAUM up 50% ($162.6M -> $243.4M). IAPD ↗
64
NEW INSIGHT WEALTH ADVISORS — reported RAUM up 31% ($258.3M -> $338.8M). IAPD ↗
64
REMBRANDT FINANCIAL GROUP LLC — reported RAUM up 50% ($126.0M -> $188.6M). IAPD ↗
64
MOSLEY WEALTH MANAGEMENT, INC. — reported RAUM up 46% ($126.9M -> $185.1M). IAPD ↗
64
HIDDEN COVE WEALTH MANAGEMENT — reported RAUM up 33% ($252.9M -> $335.2M). IAPD ↗
64
CONWAY PARTNERS — reported RAUM up 47% ($84.2M -> $124.2M). IAPD ↗
64
CANOPY PARTNERS — reported RAUM up 34% ($596.8M -> $799.2M). IAPD ↗
64
CORDINGLEY & PARKINSON WEALTH MANAGEMENT — reported RAUM up 49% ($129.9M -> $193.0M). IAPD ↗
63
W&S BROKERAGE SERVICES, INC. — reported RAUM up 43% ($122.9M -> $175.8M). IAPD ↗
63
ORIENTAL FINANCIAL SERVICES LLC — reported RAUM up 27% ($283.6M -> $360.6M). IAPD ↗
63
GREENBERG FINANCIAL GROUP — reported RAUM up 29% ($257.8M -> $331.2M). IAPD ↗
63
HORAN WEALTH MANAGEMENT — reported RAUM up 28% ($545.2M -> $698.2M). IAPD ↗
63
CHASE INVESTMENT COUNSEL CORPORATION — reported RAUM up 27% ($354.8M -> $452.2M). IAPD ↗
63
DILLON & ASSOCIATES INC — reported RAUM up 30% ($656.5M -> $852.7M). IAPD ↗
63
HARTLINE INVESTMENT CORPORATION — reported RAUM up 29% ($659.3M -> $851.5M). IAPD ↗
63
ASPYRE WEALTH PARTNERS — reported RAUM up 25% ($534.8M -> $669.3M). IAPD ↗
63
CLEARBROOK INVESTMENT CONSULTING LLC — reported RAUM up 27% ($369.9M -> $470.1M). IAPD ↗
63
BLUE FIN CAPITAL, INC. — reported RAUM up 28% ($507.5M -> $650.6M). IAPD ↗
63
STEGINSKY CAPITAL LLC — reported RAUM up 29% ($369.9M -> $477.0M). IAPD ↗
63
JOHN MOORE & ASSOCIATES INC — reported RAUM up 28% ($758.2M -> $970.2M). IAPD ↗
63
KNIGHTSBRIDGE WEALTH MANAGEMENT — reported RAUM up 29% ($643.7M -> $833.5M). IAPD ↗
63
QUAD CITY INVESTMENT CENTER — reported RAUM up 26% ($245.2M -> $308.6M). IAPD ↗
63
STRATEGIC PLANNING GROUP — reported RAUM up 29% ($513.8M -> $660.6M). IAPD ↗
63
CAPITAL IDEAS — reported RAUM up 30% ($213.7M -> $277.0M). IAPD ↗
63
CASTELLANO & ASSOCIATES — reported RAUM up 41% ($113.8M -> $160.6M). IAPD ↗
63
STRAVA WEALTH — reported RAUM up 27% ($305.6M -> $388.1M). IAPD ↗
63
HEDEKER WEALTH LLC — reported RAUM up 28% ($367.0M -> $470.1M). IAPD ↗
63
PKS ADVISORY SERVICES, LLC — reported RAUM up 30% ($697.7M -> $905.4M). IAPD ↗
63
GRANITE GROUP ADVISORS, LLC — reported RAUM up 26% ($565.2M -> $711.3M). IAPD ↗
63
CONFIDENCE WEALTH MANAGEMENT, INC. — reported RAUM up 29% ($267.1M -> $344.2M). IAPD ↗
63
COLTON GROOME FINANCIAL ADVISORS, LLC — reported RAUM up 27% ($350.8M -> $444.0M). IAPD ↗
63
KORHORN FINANCIAL GROUP — reported RAUM up 26% ($739.4M -> $934.5M). IAPD ↗
63
NORRIS FINANCIAL GROUP, LLC — reported RAUM up 29% ($195.6M -> $251.6M). IAPD ↗
63
WILSEY ASSET MANAGEMENT INCORPORATED — reported RAUM up 27% ($511.4M -> $650.0M). IAPD ↗
63
GOODWIN INVESTMENT ADVISORY — reported RAUM up 30% ($265.9M -> $344.4M). IAPD ↗
63
PIONEER WEALTH MANAGEMENT GROUP — reported RAUM up 27% ($214.8M -> $273.7M). IAPD ↗
63
TEAM FINANCIAL STRATEGIES — reported RAUM up 27% ($203.2M -> $257.4M). IAPD ↗
63
BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC — reported RAUM up 27% ($670.7M -> $854.7M). IAPD ↗
63
MARYLAND CAPITAL ADVISORS, INC. — reported RAUM up 25% ($342.1M -> $428.6M). IAPD ↗
63
THE RICE PARTNERSHIP, LLC — reported RAUM up 29% ($609.4M -> $785.8M). IAPD ↗
63
MONARCH WEALTH STRATEGIES — reported RAUM up 29% ($336.8M -> $434.8M). IAPD ↗
63
CARDINAL WEALTH ADVISORY, LLC — reported RAUM up 43% ($145.4M -> $208.2M). IAPD ↗
63
UNIWEALTH ADVISORS, INC. — reported RAUM up 25% ($255.7M -> $319.9M). IAPD ↗
63
PEACHTREE WEALTH ADVISORS, INC — reported RAUM up 26% ($275.6M -> $346.8M). IAPD ↗
63
HILTON HEAD FINANCIAL ADVISORS, INC. — reported RAUM up 27% ($283.3M -> $358.7M). IAPD ↗
63
STERLING INVESTMENT ADVISORS LTD. — reported RAUM up 29% ($745.8M -> $961.4M). IAPD ↗
63
ROONEY CAPITAL MANAGEMENT, INC. — reported RAUM up 27% ($303.8M -> $385.2M). IAPD ↗
63
MARKOWSKI INVESTMENTS — reported RAUM up 26% ($325.0M -> $410.2M). IAPD ↗
63
MILLER FINANCIAL SERVICES LLC — reported RAUM up 25% ($328.0M -> $411.1M). IAPD ↗
63
PINNACLE FAMILY ADVISORS, LLC — reported RAUM up 25% ($272.1M -> $341.3M). IAPD ↗
63
PRINCETON GLOBAL ASSET MANAGEMENT LLC — reported RAUM up 29% ($605.8M -> $782.8M). IAPD ↗
63
DRAPER ASSET MANAGEMENT, LLC — reported RAUM up 42% ($137.3M -> $195.6M). IAPD ↗
63
STRAIGHT PATH WEALTH MANAGEMENT — reported RAUM up 28% ($271.5M -> $348.0M). IAPD ↗
63
PRAIRIEWOOD WEALTH MANAGEMENT — reported RAUM up 26% ($216.8M -> $274.0M). IAPD ↗
63
GLOBAL WEALTH MANAGEMENT, L.C. — reported RAUM up 40% ($124.6M -> $174.8M). IAPD ↗
63
CYPRESS FINANCIAL PLANNING — reported RAUM up 28% ($307.7M -> $395.0M). IAPD ↗
63
HAYDEN HARPER WEALTH ADVISORY, LLC — reported RAUM up 42% ($119.1M -> $168.8M). IAPD ↗
63
LOYOLA ASSET MANAGEMENT LLC — reported RAUM up 29% ($203.8M -> $263.3M). IAPD ↗
63
RCM WEALTH ADVISORS — reported RAUM up 27% ($254.8M -> $324.0M). IAPD ↗
63
KESSLER INVESTMENT GROUP, LLC — reported RAUM up 28% ($234.8M -> $300.4M). IAPD ↗
63
DESERT ROSE CAPITAL MANAGEMENT, INC. — reported RAUM up 42% ($79.6M -> $112.7M). IAPD ↗
63
STONEBRIDGE FINANCIAL PLANNING GROUP, LLC — reported RAUM up 28% ($219.8M -> $281.0M). IAPD ↗
63
JT STRATFORD, LLC — reported RAUM up 26% ($644.9M -> $814.9M). IAPD ↗
63
TRICORD ADVISORS, INC. — reported RAUM up 30% ($201.4M -> $261.7M). IAPD ↗
63
GOODHAVEN CAPITAL MANAGEMENT — reported RAUM up 29% ($336.4M -> $434.7M). IAPD ↗
63
MILLINGTON FINANCIAL ADVISORS, LLC — reported RAUM up 42% ($158.5M -> $224.4M). IAPD ↗
63
BLUESTONE CAPITAL MANAGEMENT, LLC — reported RAUM up 25% ($281.0M -> $351.5M). IAPD ↗
63
MILLS WEALTH ADVISORS, LLC — reported RAUM up 27% ($346.2M -> $440.1M). IAPD ↗
63
SOLOMON API LLC — reported RAUM up 29% ($280.0M -> $362.0M). IAPD ↗
63
SIGNIFY WEALTH LLC — reported RAUM up 30% ($218.4M -> $283.7M). IAPD ↗
63
AMJ FINANCIAL WEALTH MANAGEMENT LLC — reported RAUM up 28% ($334.6M -> $427.4M). IAPD ↗
63
JCSD CAPITAL, LLC — reported RAUM up 45% ($120.4M -> $174.4M). IAPD ↗
63
SECOND HALF FINANCIAL PARTNERS, LLC — reported RAUM up 28% ($284.0M -> $364.1M). IAPD ↗
63
FULLCIRCLE WEALTH LLC — reported RAUM up 27% ($310.6M -> $393.5M). IAPD ↗
63
CONCENTRUM WEALTH MANAGEMENT — reported RAUM up 30% ($623.5M -> $809.3M). IAPD ↗
63
TALLWOODS PARTNERS, LLC — reported RAUM up 25% ($247.8M -> $310.7M). IAPD ↗
63
CABLE CAR CAPITAL, LP — reported RAUM up 29% ($198.0M -> $254.6M). IAPD ↗
63
BRIGHT WEALTH MANAGEMENT, LLC — reported RAUM up 43% ($160.0M -> $229.0M). IAPD ↗
63
GRANDVIEW ASSET MANAGEMENT LLC — reported RAUM up 29% ($263.6M -> $340.0M). IAPD ↗
63
MODERN CAPITAL GROUP LLC — reported RAUM up 41% ($30.1M -> $42.5M). IAPD ↗
63
COYLE CAPITAL, LLC — reported RAUM up 28% ($625.9M -> $800.5M). IAPD ↗
63
REDWOOD WEALTH MANAGEMENT, LLC — reported RAUM up 29% ($381.0M -> $493.0M). IAPD ↗
63
LEGACY WEALTH MANAGEMENT, LLC — reported RAUM up 28% ($373.2M -> $476.5M). IAPD ↗
63
THE MAIN STREET GROUP — reported RAUM up 28% ($324.9M -> $414.6M). IAPD ↗
63
WYNN CAPITAL — reported RAUM up 25% ($200.4M -> $251.0M). IAPD ↗
63
POLARIS FINANCIAL, LLC — reported RAUM up 44% ($34.4M -> $49.6M). IAPD ↗
63
WINTHROP PARTNERS - EPA, LLC — reported RAUM up 42% ($42.2M -> $59.8M). IAPD ↗
63
FIRST AMERICAN ASSET ADVISORY, LLC — reported RAUM up 41% ($99.7M -> $140.2M). IAPD ↗
63
SGH WEALTH MANAGEMENT — reported RAUM up 28% ($354.2M -> $453.7M). IAPD ↗
63
SEABIRD INVESTMENT PARTNERS — reported RAUM up 28% ($275.8M -> $354.4M). IAPD ↗
63
SMART MONEY GROUP, LLC — reported RAUM up 29% ($286.5M -> $368.9M). IAPD ↗
63
INTEGRATED CAPITAL MANAGEMENT — reported RAUM up 30% ($283.2M -> $367.6M). IAPD ↗
63
BRASS TAX WEALTH MANAGEMENT — reported RAUM up 28% ($674.3M -> $860.2M). IAPD ↗
63
PALO ALTO WEALTH ADVISORS, LLC — reported RAUM up 30% ($592.9M -> $770.4M). IAPD ↗
63
KEENAN FINANCIAL — reported RAUM up 44% ($102.7M -> $148.0M). IAPD ↗
63
COMMONWEALTH RETIREMENT INVESTMENTS LLC — reported RAUM up 27% ($240.4M -> $306.2M). IAPD ↗
63
SILVER GROVE ADVISORY SERVICES — reported RAUM up 27% ($256.4M -> $326.6M). IAPD ↗
63
INVICTA FINANCIAL GROUP — reported RAUM up 29% ($251.0M -> $324.6M). IAPD ↗
63
HFM INVESTMENT ADVISORS, LLC — reported RAUM up 26% ($261.2M -> $329.3M). IAPD ↗
63
SHARP FINANCIAL — reported RAUM up 29% ($304.7M -> $391.9M). IAPD ↗
63
OWEN LARUE FINANCIAL GROUP — reported RAUM up 26% ($272.9M -> $343.1M). IAPD ↗
63
GLOBAL FINANCIAL PRIVATE CLIENT — reported RAUM up 29% ($515.7M -> $666.9M). IAPD ↗
63
RESOLUTE WEALTH ADVISOR, INC. — reported RAUM up 29% ($199.7M -> $258.4M). IAPD ↗
63
CENTENNIAL ADVISORS, LLC — reported RAUM up 43% ($118.9M -> $169.8M). IAPD ↗
63
BLACKDIAMOND WEALTH MANAGEMENT, LLC — reported RAUM up 29% ($249.0M -> $322.4M). IAPD ↗
63
BRADLEY & COMPANY PRIVATE WEALTH MANAGEMENT, LLC — reported RAUM up 40% ($160.5M -> $224.7M). IAPD ↗
63
CALLODINE CAPITAL MANAGEMENT — reported RAUM up 30% ($607.4M -> $787.3M). IAPD ↗
63
MINDFUL WEALTH LLC — reported RAUM up 42% ($132.9M -> $188.3M). IAPD ↗
63
MERKLE RETIREMENT PLANNING — reported RAUM up 28% ($334.8M -> $428.5M). IAPD ↗
63
CASTLE COAST WEALTH, LLC — reported RAUM up 27% ($324.3M -> $412.3M). IAPD ↗
63
JOURNEY WEALTH MANAGEMENT — reported RAUM up 25% ($750.7M -> $940.7M). IAPD ↗
63
MATCH GRADE ADVISORS — reported RAUM up 29% ($279.3M -> $361.0M). IAPD ↗
63
HAWKE FINANCIAL GROUP — reported RAUM up 28% ($198.3M -> $254.3M). IAPD ↗
63
MONTZ HARCUS WEALTH MANAGEMENT — reported RAUM up 27% ($563.8M -> $713.7M). IAPD ↗
63
SCHORN WEALTH — reported RAUM up 27% ($289.9M -> $367.8M). IAPD ↗
63
GREEN RIDGE WEALTH PLANNING LLC — reported RAUM up 25% ($240.9M -> $301.6M). IAPD ↗
63
ABBEY STREET — reported RAUM up 29% ($245.0M -> $315.1M). IAPD ↗
63
SYNERGY FINANCIAL PARTNERS, LLC — reported RAUM up 26% ($221.7M -> $280.0M). IAPD ↗
63
LOFTIN WEALTH PARTNERS — reported RAUM up 25% ($233.6M -> $292.4M). IAPD ↗
63
CW INVESTMENT ADVISERS, LLC — reported RAUM up 29% ($685.5M -> $884.0M). IAPD ↗
63
RUNNING POINT CAPITAL ADVISORS LLC — reported RAUM up 29% ($509.4M -> $656.9M). IAPD ↗
63
NBC CAPITAL ADVISORS — reported RAUM up 26% ($563.7M -> $710.5M). IAPD ↗
63
FOURTH DIMENSION WEALTH, LLC — reported RAUM up 30% ($218.6M -> $283.6M). IAPD ↗
63
WASHINGTON AVENUE ADVISORS — reported RAUM up 28% ($224.2M -> $286.6M). IAPD ↗
63
MASON & ASSOCIATES, LLC — reported RAUM up 27% ($319.0M -> $403.9M). IAPD ↗
63
ODEON CAPITAL ADVISORS LLC — reported RAUM up 28% ($613.5M -> $786.0M). IAPD ↗
63
WISDOM CAPITAL ASSET MANAGEMENT, LLC — reported RAUM up 45% ($52.8M -> $76.5M). IAPD ↗
63
FINANCIAL FORUM, INC. — reported RAUM up 28% ($216.4M -> $276.0M). IAPD ↗
63
BOSUN ASSET MANAGEMENT, LLC — reported RAUM up 28% ($247.6M -> $316.2M). IAPD ↗
63
SERENITY INVESTMENT ADVISORS — reported RAUM up 27% ($296.9M -> $376.0M). IAPD ↗
63
MANER WEALTH — reported RAUM up 44% ($172.7M -> $248.3M). IAPD ↗
63
ROBERTS WEALTH ADVISORS, LLC — reported RAUM up 26% ($306.1M -> $385.4M). IAPD ↗
63
PTM WEALTH MANAGEMENT, LLC — reported RAUM up 41% ($124.1M -> $175.3M). IAPD ↗
63
SAN LUIS WEALTH ADVISORS — reported RAUM up 26% ($561.1M -> $705.5M). IAPD ↗
63
THE INVICTUS COLLECTIVE, LLC — reported RAUM up 29% ($308.5M -> $399.4M). IAPD ↗
63
CARROLL INVESTORS, INC. — reported RAUM up 42% ($150.4M -> $213.3M). IAPD ↗
63
GREENUP STREET WEALTH MANAGEMENT LLC — reported RAUM up 30% ($510.8M -> $661.7M). IAPD ↗
63
MARIPAU WEALTH MANAGEMENT LLC — reported RAUM up 26% ($235.0M -> $296.1M). IAPD ↗
63
PARAGON PRIVATE WEALTH MANAGEMENT LLC — reported RAUM up 25% ($283.0M -> $354.9M). IAPD ↗
63
PRINCETON VALUE PARTNERS LLC — reported RAUM up 41% ($25.9M -> $36.6M). IAPD ↗
63
VICKERMAN INVESTMENT ADVISORS, INC. — reported RAUM up 25% ($372.1M -> $466.6M). IAPD ↗
63
CRANE & ASSOCIATES WEALTH MANAGEMENT — reported RAUM up 25% ($645.5M -> $809.4M). IAPD ↗
63
FINANCIAL DESIGNS WEALTH MANAGEMENT — reported RAUM up 41% ($137.7M -> $194.8M). IAPD ↗
63
ALPHA LEONIS PARTNERS, LLC — reported RAUM up 28% ($292.6M -> $373.3M). IAPD ↗
63
POWER WEALTH MANAGEMENT — reported RAUM up 30% ($293.8M -> $381.4M). IAPD ↗
63
ENZI WEALTH — reported RAUM up 26% ($337.0M -> $424.0M). IAPD ↗
63
HORIZON FAMILY WEALTH, INC. — reported RAUM up 27% ($220.7M -> $279.7M). IAPD ↗
63
KERBEROS CAPITAL MANAGEMENT LLC — reported RAUM up 29% ($270.0M -> $348.6M). IAPD ↗
63
COMPASS FINANCIAL ADVISORY SERVICES, LLC — reported RAUM up 25% ($354.0M -> $443.8M). IAPD ↗
63
RADIANT GLOBAL INVESTORS LLC — reported RAUM up 44% ($37.0M -> $53.3M). IAPD ↗
63
TRIFECTA CAPITAL ADVISORS, LLC — reported RAUM up 25% ($567.6M -> $712.2M). IAPD ↗
63
SENIOR TAX ADVISORY GROUP, INC. — reported RAUM up 44% ($61.4M -> $88.5M). IAPD ↗
63
PACE FINANCIAL ADVISORS — reported RAUM up 30% ($301.0M -> $390.1M). IAPD ↗
63
ONESOURCE WEALTH MANAGEMENT — reported RAUM up 40% ($100.0M -> $140.0M). IAPD ↗
63
MICHELS FAMILY FINANCIAL, LLC — reported RAUM up 25% ($242.6M -> $303.5M). IAPD ↗
63
TABLEAUX WEALTH — reported RAUM up 41% ($109.3M -> $154.3M). IAPD ↗
63
FOX HILL WEALTH MANAGEMENT — reported RAUM up 27% ($198.4M -> $251.8M). IAPD ↗
63
DUNBAR ASSOCIATES, LLC — reported RAUM up 25% ($213.2M -> $267.1M). IAPD ↗
63
TWIN PEAKS WEALTH ADVISORS — reported RAUM up 29% ($318.5M -> $410.4M). IAPD ↗
63
DFS ADVISORY — reported RAUM up 40% ($102.8M -> $144.0M). IAPD ↗
63
ELEVATUS WEALTH MANAGEMENT, LLC — reported RAUM up 26% ($346.5M -> $438.1M). IAPD ↗
63
BRB FINANZ USA — reported RAUM up 29% ($202.2M -> $261.0M). IAPD ↗
63
FIDUCIARY BENEFITS GROUP — reported RAUM up 29% ($651.5M -> $843.4M). IAPD ↗
63
NICHOLSON WEALTH MANAGEMENT GROUP, LLC — reported RAUM up 29% ($226.3M -> $291.3M). IAPD ↗
63
VISTA INVESTMENT PARTNERS — reported RAUM up 29% ($249.6M -> $321.8M). IAPD ↗
63
LEGACY BEYOND WEALTH LLC — reported RAUM up 43% ($140.0M -> $200.0M). IAPD ↗
62
THE SCOTT S. JAMES COMPANY — reported RAUM up 37% ($91.6M -> $125.2M). IAPD ↗
62
AMERICAN NORTHWEST ADVISORY SERVICES L.L.C. — reported RAUM up 38% ($24.8M -> $34.3M). IAPD ↗
62
PKS INVESTMENT ADVISORS LLC — reported RAUM up 39% ($174.6M -> $242.4M). IAPD ↗
62
NEWPORT INVESTMENT ADVISORS INC — reported RAUM up 38% ($114.8M -> $158.9M). IAPD ↗
62
GRIFFITH & WERNER, INC. — reported RAUM up 39% ($140.2M -> $195.2M). IAPD ↗
62
NEWPORT WEALTH ADVISORS, INC. — reported RAUM up 38% ($140.4M -> $193.3M). IAPD ↗
62
WARREN CAPITAL GROUP — reported RAUM up 38% ($90.7M -> $124.8M). IAPD ↗
62
INTEGRATED WEALTH MANAGEMENT, INC. — reported RAUM up 36% ($139.2M -> $189.5M). IAPD ↗
62
PINGORA PARTNERS LLC — reported RAUM up 37% ($135.7M -> $186.6M). IAPD ↗
62
INTELLIFLO ADVISERS, INC. — reported RAUM up 37% ($90.7M -> $124.0M). IAPD ↗
62
COLLAR CAPITAL MANAGEMENT, LLC — reported RAUM up 39% ($105.8M -> $146.8M). IAPD ↗
62
REVERE ASSET — reported RAUM up 38% ($156.6M -> $216.8M). IAPD ↗
62
INTEGRATED WEALTH STRATEGIES, LLC — reported RAUM up 35% ($103.8M -> $140.5M). IAPD ↗
62
PERINI CAPITAL — reported RAUM up 35% ($161.0M -> $217.4M). IAPD ↗
62
ROI FINANCIAL — reported RAUM up 36% ($161.6M -> $220.5M). IAPD ↗
62
MCBEATH FINANCIAL GROUP — reported RAUM up 39% ($160.2M -> $223.2M). IAPD ↗
62
HIPPOCRATIC FINANCIAL ADVISORS — reported RAUM up 38% ($123.0M -> $170.2M). IAPD ↗
62
ERISA ADVISERS, INC. — reported RAUM up 39% ($145.6M -> $202.6M). IAPD ↗
62
STONE PINE FINANCIAL PARTNERS — reported RAUM up 35% ($146.9M -> $199.0M). IAPD ↗
62
TFG FINANCIAL ADVISORS, LLC — reported RAUM up 38% ($111.9M -> $154.5M). IAPD ↗
62
WIREGRASS ASSET MANAGEMENT — reported RAUM up 38% ($94.3M -> $129.9M). IAPD ↗
62
BANNERMAN WEALTH — reported RAUM up 37% ($110.8M -> $152.2M). IAPD ↗
62
ALERCE INVESTMENT MANAGEMENT, L.P. — reported RAUM up 38% ($161.9M -> $223.2M). IAPD ↗
62
STRATEGIC WEALTH ADVISORS GROUP, INC. — reported RAUM up 39% ($101.1M -> $140.2M). IAPD ↗
62
DAVIS PRIVATE WEALTH, LLC — reported RAUM up 40% ($123.3M -> $172.5M). IAPD ↗
62
ANTONELLI FINANCIAL ADVISORS, LLC — reported RAUM up 39% ($139.3M -> $193.0M). IAPD ↗
62
RICHMOND QUANTITATIVE ADVISORS, LLC — reported RAUM up 40% ($19.9M -> $27.8M). IAPD ↗
62
GREAT GABLE WEALTH MANAGEMENT, LLC — reported RAUM up 40% ($135.8M -> $189.7M). IAPD ↗
62
PRATTES WEALTH PARTNERS — reported RAUM up 39% ($130.0M -> $180.3M). IAPD ↗
62
MERITED WEALTH, LLC — reported RAUM up 36% ($105.7M -> $143.4M). IAPD ↗
62
OAK CREST ADVISORY, LLC — reported RAUM up 35% ($51.7M -> $70.0M). IAPD ↗
62
EMPOWER WEALTH MANAGEMENT — reported RAUM up 37% ($146.3M -> $200.2M). IAPD ↗
62
MAGNIFINA, LLC — reported RAUM up 37% ($39.3M -> $53.9M). IAPD ↗
62
RIDGELINE WEALTH PLANNING LLC — reported RAUM up 36% ($147.4M -> $200.5M). IAPD ↗
62
ELYSIUM WEALTH MANAGEMENT, LLC — reported RAUM up 37% ($116.0M -> $159.2M). IAPD ↗
62
MOMENT PRIVATE WEALTH — reported RAUM up 40% ($112.1M -> $156.7M). IAPD ↗
62
GRAMERCY STRATEGIC CAPITAL LLC — reported RAUM up 36% ($144.9M -> $197.3M). IAPD ↗
62
DOGWOOD WEALTH MANAGEMENT, LLC — reported RAUM up 37% ($148.6M -> $204.2M). IAPD ↗
62
REAL TALK CAPITAL, LLC — reported RAUM up 40% ($102.6M -> $143.6M). IAPD ↗
62
BALLAST ROCK PRIVATE WEALTH — reported RAUM up 40% ($170.6M -> $238.2M). IAPD ↗
62
TIER ONE WEALTH MANAGEMENT — reported RAUM up 35% ($92.6M -> $125.1M). IAPD ↗
62
VIVID WEALTH MANAGEMENT, LLC — reported RAUM up 36% ($171.9M -> $234.7M). IAPD ↗
62
ATLAS INVESTMENT ADVISORS — reported RAUM up 37% ($100.7M -> $138.2M). IAPD ↗
62
DECISIONMAP WEALTH MANAGEMENT, LLC — reported RAUM up 37% ($177.4M -> $242.5M). IAPD ↗
62
ROCKBRIDGE CAPITAL MANAGEMENT — reported RAUM up 37% ($137.9M -> $189.4M). IAPD ↗
62
OUTRUNNER CAPITAL, LLC — reported RAUM up 36% ($172.0M -> $233.2M). IAPD ↗
61
CREWS & ASSOCIATES, INC. — reported RAUM up 33% ($112.4M -> $149.4M). IAPD ↗
61
UPRIGHT FINANCIAL CORP — reported RAUM up 33% ($62.6M -> $83.1M). IAPD ↗
61
ALLSTATE FINANCIAL ADVISORS, LLC — reported RAUM up 32% ($62.1M -> $82.0M). IAPD ↗
61
CASSEDY FINANCIAL GROUP, INC. — reported RAUM up 34% ($165.8M -> $222.3M). IAPD ↗
61
PEGASUS GROUP, LLC — reported RAUM up 35% ($57.4M -> $77.3M). IAPD ↗
61
THE PLANNER'S EDGE LLC — reported RAUM up 31% ($142.3M -> $186.7M). IAPD ↗
61
CONWAY FINANCIAL GROUP, LLC — reported RAUM up 32% ($105.1M -> $138.2M). IAPD ↗
61
J M BROWN FINANCIAL PARTNERS — reported RAUM up 32% ($120.0M -> $158.0M). IAPD ↗
61
EAMES FINANCIAL — reported RAUM up 31% ($150.0M -> $196.0M). IAPD ↗
61
STEWARDSHIP FINANCIAL PLANNING — reported RAUM up 35% ($37.0M -> $49.8M). IAPD ↗
61
INTEGRATED FINANCIAL CONSULTING, LLC — reported RAUM up 34% ($93.5M -> $125.0M). IAPD ↗
61
SIERRA PACIFIC FINANCIAL ADVISORS — reported RAUM up 31% ($162.1M -> $212.7M). IAPD ↗
61
PROSPECT HILL MANAGEMENT, LLC — reported RAUM up 34% ($175.1M -> $234.2M). IAPD ↗
61
ROOKWOOD WEALTH MANAGEMENT, LLC — reported RAUM up 33% ($126.3M -> $168.1M). IAPD ↗
61
PACIFIC FINANCIAL STRATEGIES, INC — reported RAUM up 32% ($138.0M -> $181.7M). IAPD ↗
61
LOGIC WEALTH MANAGEMENT, LLC — reported RAUM up 34% ($122.5M -> $164.7M). IAPD ↗
61
RYDAR EQUITIES, INC. — reported RAUM up 34% ($112.0M -> $150.0M). IAPD ↗
61
FOUR TREE ISLAND ADVISORY LLC — reported RAUM up 33% ($122.5M -> $163.1M). IAPD ↗
61
SUMMER CREEK WEALTH MANAGEMENT, LLC — reported RAUM up 35% ($34.3M -> $46.2M). IAPD ↗
61
A SMARTER WAY TO INVEST, INC. — reported RAUM up 32% ($84.8M -> $112.2M). IAPD ↗
61
INVARIANT INVESTMENT MANAGEMENT — reported RAUM up 35% ($101.0M -> $135.9M). IAPD ↗
61
SOUNDHAVEN CAPITAL MANAGEMENT — reported RAUM up 32% ($120.4M -> $159.4M). IAPD ↗
61
WALSER WEALTH MANAGEMENT COMPANY, A LIMITED LIABILITY COMPANY — reported RAUM up 34% ($164.1M -> $220.3M). IAPD ↗
61
WINDLE WEALTH — reported RAUM up 30% ($159.3M -> $207.8M). IAPD ↗
61
SPAHN WEALTH & RETIREMENT LLC — reported RAUM up 32% ($127.3M -> $167.4M). IAPD ↗
61
KNOX WEALTH PARTNERS ADVISORY — reported RAUM up 31% ($176.9M -> $231.3M). IAPD ↗
61
RING MOUNTAIN CAPITAL, LLC — reported RAUM up 34% ($138.2M -> $185.7M). IAPD ↗
61
BOERUM HILL FINANCIAL ADVISORS LLC — reported RAUM up 31% ($28.3M -> $37.0M). IAPD ↗
61
THE HAJDARI GROUP, LLC — reported RAUM up 32% ($84.7M -> $111.4M). IAPD ↗
61
THE CAPITAL GROUP FIDUCIARY ADVISORS, LLC — reported RAUM up 34% ($154.3M -> $206.7M). IAPD ↗
61
FOLIOBEYOND, LLC — reported RAUM up 30% ($73.4M -> $95.7M). IAPD ↗
61
THE TENRET COMPANY, LLC — reported RAUM up 31% ($142.0M -> $185.3M). IAPD ↗
61
RIGHTWEALTH ADVISORS, LLC — reported RAUM up 33% ($166.4M -> $221.3M). IAPD ↗
61
EMISSARY WEALTH — reported RAUM up 33% ($117.4M -> $156.1M). IAPD ↗
61
MEDIA WEALTH — reported RAUM up 30% ($109.4M -> $142.3M). IAPD ↗
61
STARK WEALTH MANAGEMENT LLC — reported RAUM up 34% ($131.7M -> $176.9M). IAPD ↗
61
PULLEN INVESTMENT MANAGEMENT — reported RAUM up 31% ($140.5M -> $184.1M). IAPD ↗
61
PARK AVENUE INVESTMENT ADVISORY, LLC — reported RAUM up 30% ($75.4M -> $98.3M). IAPD ↗
61
TRUMIX ADVISORS — reported RAUM up 31% ($112.3M -> $147.2M). IAPD ↗
61
MY PROSPER TEAM — reported RAUM up 32% ($39.7M -> $52.5M). IAPD ↗
61
THE WEALTHGARDEN F.S. LLC — reported RAUM up 31% ($139.2M -> $182.3M). IAPD ↗
61
J.M. ARBOUR, LLC — reported RAUM up 32% ($116.5M -> $154.0M). IAPD ↗
61
REICON WEALTH ADVISORS, LLC — reported RAUM up 32% ($143.5M -> $189.8M). IAPD ↗
61
AVAIL INVESTMENT PARTNERS, LLC — reported RAUM up 33% ($105.4M -> $140.1M). IAPD ↗
61
ANEW ADVISORS, LLC — reported RAUM up 34% ($50.5M -> $67.8M). IAPD ↗
61
ARK WEALTH MANAGEMENT — reported RAUM up 32% ($144.6M -> $191.0M). IAPD ↗
61
LUMIERE FINANCIAL — reported RAUM up 33% ($45.0M -> $59.9M). IAPD ↗
61
ATHENA WEALTH MANAGEMENT, LLC — reported RAUM up 31% ($107.7M -> $140.6M). IAPD ↗
61
VINCIMUS CAPITAL, LLC — reported RAUM up 33% ($126.5M -> $167.8M). IAPD ↗
61
DIAZO, LLC — reported RAUM up 34% ($132.7M -> $177.9M). IAPD ↗
61
LYNX ADVISORY PARTNERS — reported RAUM up 31% ($163.6M -> $214.8M). IAPD ↗
61
SSB&T WEALTH MANAGEMENT, LLC — reported RAUM up 31% ($100.0M -> $131.0M). IAPD ↗
61
LONGEVITY CAPITAL MANAGEMENT — reported RAUM up 34% ($119.3M -> $160.0M). IAPD ↗
61
MINDORO CAPITAL PARTNERS LLC — reported RAUM up 34% ($100.2M -> $134.3M). IAPD ↗
61
MISSION HILLS FINANCIAL ADVISORY LLC — reported RAUM up 33% ($157.5M -> $208.7M). IAPD ↗
60
ALLIANT SECURITIES, INC. TURNER, NORD, KIENBAUM — reported RAUM up 26% ($180.0M -> $226.5M). IAPD ↗
60
THOMPSON DAVIS ASSET MANAGEMENT — reported RAUM up 30% ($159.5M -> $206.9M). IAPD ↗
60
WESBANCO SECURITIES, INC. — reported RAUM up 25% ($132.7M -> $166.5M). IAPD ↗
60
JOHNSON FINANCIAL ADVISORS — reported RAUM up 27% ($191.1M -> $242.6M). IAPD ↗
60
HANSEATIC MANAGEMENT SERVICES INC — reported RAUM up 27% ($105.9M -> $134.0M). IAPD ↗
60
CORINTHIAN PARTNERS ASSET MANAGEMENT LLC — reported RAUM up 27% ($36.2M -> $46.1M). IAPD ↗
60
CHANCELLOR WEALTH MANAGEMENT, INC. — reported RAUM up 28% ($115.5M -> $148.0M). IAPD ↗
60
INTEGRA FINANCIAL, INC. — reported RAUM up 28% ($123.1M -> $157.4M). IAPD ↗
60
ARLINGTON WEALTH MANAGEMENT — reported RAUM up 29% ($154.7M -> $200.1M). IAPD ↗
60
3RD CREEK INVESTMENTS — reported RAUM up 26% ($129.3M -> $162.5M). IAPD ↗
60
COLRAIN CAPITAL LLC — reported RAUM up 30% ($102.3M -> $132.8M). IAPD ↗
60
CHESAPEAKE INVESTMENT MANAGEMENT LLC — reported RAUM up 29% ($160.0M -> $206.0M). IAPD ↗
60
OPTIMIST RETIREMENT GROUP, LLC — reported RAUM up 29% ($187.9M -> $243.1M). IAPD ↗
60
DECATUR CAPITAL MANAGEMENT, INC. — reported RAUM up 28% ($177.8M -> $228.5M). IAPD ↗
60
STEWARDSHIP TRUST ADVISORS — reported RAUM up 26% ($195.2M -> $245.4M). IAPD ↗
60
OBERON ASSET MANAGEMENT, LLC — reported RAUM up 25% ($139.4M -> $174.7M). IAPD ↗
60
WALLSTREETI.COM — reported RAUM up 26% ($71.9M -> $90.4M). IAPD ↗
60
PRINCIPIUM INVESTMENTS LLC — reported RAUM up 30% ($153.1M -> $198.3M). IAPD ↗
60
CONSTELLATION ASSET MANAGEMENT, INC. — reported RAUM up 27% ($56.4M -> $71.4M). IAPD ↗
60
RIDGE CAPITAL MANAGEMENT, LLC — reported RAUM up 27% ($131.8M -> $167.1M). IAPD ↗
60
PLOTKIN FINANCIAL ADVISORS, LLC — reported RAUM up 27% ($174.9M -> $221.8M). IAPD ↗
60
LIFECOURSE CAPITAL, INC. — reported RAUM up 26% ($126.4M -> $159.3M). IAPD ↗
60
ALCOSTA CAPITAL MANAGEMENT, INC. — reported RAUM up 27% ($173.5M -> $220.6M). IAPD ↗
60
FOUR QUADRANT WEALTH ADVISORS, INC. — reported RAUM up 27% ($134.9M -> $171.8M). IAPD ↗
60
GOLD MEDAL WATERS, INC. — reported RAUM up 28% ($193.6M -> $248.1M). IAPD ↗
60
WOLOSHIN INVESTMENT MANAGEMENT, LLC — reported RAUM up 27% ($130.0M -> $165.5M). IAPD ↗
60
HERBERT J. SIMS CAPITAL MANAGEMENT, INC. — reported RAUM up 27% ($146.7M -> $186.8M). IAPD ↗
60
GRAVITY CAPITAL MANAGEMENT LLC — reported RAUM up 30% ($67.9M -> $88.0M). IAPD ↗
60
AFT, FORSYTH AND COMPANY, INC. — reported RAUM up 26% ($184.9M -> $232.8M). IAPD ↗
60
TSAI CAPITAL CORPORATION — reported RAUM up 27% ($110.8M -> $141.2M). IAPD ↗
60
MCDONOUGH CAPITAL MANAGEMENT, INC. — reported RAUM up 26% ($164.0M -> $205.8M). IAPD ↗
60
LIFEPLAN GROUP — reported RAUM up 30% ($184.0M -> $238.6M). IAPD ↗
60
VISTICA WEALTH ADVISORS, LLC — reported RAUM up 27% ($103.5M -> $131.6M). IAPD ↗
60
ELE ADVISORY SERVICES, INC — reported RAUM up 26% ($99.9M -> $125.5M). IAPD ↗
60
FINGERLAKES WEALTH MANAGEMENT, INC. — reported RAUM up 25% ($184.5M -> $231.6M). IAPD ↗
60
CAITLIN JOHN, LLC — reported RAUM up 28% ($143.3M -> $183.4M). IAPD ↗
60
PEACHCAP TAX & ADVISORY, LLC — reported RAUM up 28% ($115.8M -> $148.6M). IAPD ↗
60
NRI WEALTH MANAGEMENT, LLC — reported RAUM up 28% ($175.2M -> $223.6M). IAPD ↗
60
RBF CAPITAL MANAGEMENT, INC. — reported RAUM up 29% ($107.1M -> $138.1M). IAPD ↗
60
TIMMONS WEALTH MANAGEMENT — reported RAUM up 26% ($114.8M -> $144.9M). IAPD ↗
60
NOVA WEALTH MANAGEMENT, INC. — reported RAUM up 26% ($152.2M -> $191.0M). IAPD ↗
60
CONSTANT GUIDANCE FINANCIAL, LLC — reported RAUM up 29% ($128.1M -> $165.2M). IAPD ↗
60
RADIX ORGANIZATION, INC. — reported RAUM up 28% ($144.0M -> $184.2M). IAPD ↗
60
AXIA ASSET MANAGEMENT, LLC — reported RAUM up 29% ($49.7M -> $64.1M). IAPD ↗
60
ECHO WEALTH MANAGEMENT, LLC — reported RAUM up 29% ($190.0M -> $245.2M). IAPD ↗
60
CONNECTED WEALTH SOLUTIONS, LLC — reported RAUM up 28% ($145.5M -> $186.8M). IAPD ↗
60
RAI WEALTH MANAGEMENT — reported RAUM up 26% ($107.7M -> $135.9M). IAPD ↗
60
HOYA CAPITAL REAL ESTATE, LLC — reported RAUM up 26% ($101.9M -> $128.7M). IAPD ↗
60
PINNACLE WEALTH MANAGEMENT GROUP, INC. — reported RAUM up 30% ($164.0M -> $212.7M). IAPD ↗
60
TAURUM RETIREMENT PARTNERS, LLC — reported RAUM up 25% ($113.8M -> $142.6M). IAPD ↗
60
PENNEY FINANCIAL — reported RAUM up 27% ($185.9M -> $236.1M). IAPD ↗
60
CENTRIC ADVISORS, LLC — reported RAUM up 27% ($178.0M -> $226.9M). IAPD ↗
60
ENTASIS ASSET MANAGEMENT LLC — reported RAUM up 26% ($136.1M -> $171.0M). IAPD ↗
60
GREAT HILL ADVISORY — reported RAUM up 29% ($138.2M -> $178.4M). IAPD ↗
60
TRAILHEAD PLANNERS, LLC — reported RAUM up 25% ($119.4M -> $149.4M). IAPD ↗
60
HESEN & HASLAM — reported RAUM up 29% ($193.9M -> $250.0M). IAPD ↗
60
T.M. WEALTH MANAGEMENT — reported RAUM up 28% ($127.0M -> $162.8M). IAPD ↗
60
KANANI ADVISORY GROUP INC. — reported RAUM up 26% ($160.2M -> $201.5M). IAPD ↗
60
MATTHIAS PRIVATE WEALTH, LLC — reported RAUM up 26% ($196.3M -> $247.6M). IAPD ↗
60
KINWELL LLC — reported RAUM up 29% ($148.7M -> $192.0M). IAPD ↗
60
BRUCKE FINANCIAL, INC. — reported RAUM up 28% ($157.6M -> $201.0M). IAPD ↗
60
TERAMO ADVISORS, LLC — reported RAUM up 28% ($191.2M -> $244.4M). IAPD ↗
60
FDI WEALTH MANAGEMENT, LLC — reported RAUM up 25% ($174.8M -> $219.3M). IAPD ↗
60
ASG INVESTMENT MANAGEMENT, LLC — reported RAUM up 29% ($182.6M -> $234.8M). IAPD ↗
60
PHILADELPHIA PARTNERS CAPITAL MANAGEMENT, LLC — reported RAUM up 28% ($47.9M -> $61.3M). IAPD ↗
60
GK WEALTH MANAGEMENT LLC — reported RAUM up 28% ($150.7M -> $192.2M). IAPD ↗
60
IMPACT CAPITAL, LLC — reported RAUM up 28% ($188.1M -> $240.3M). IAPD ↗
60
KAIZEN FINANCIAL STRATEGIES, LLC — reported RAUM up 28% ($182.7M -> $234.4M). IAPD ↗
60
REVOLUTION CAPITAL, LLC — reported RAUM up 28% ($140.8M -> $179.8M). IAPD ↗
60
MAVEN CAPITAL PARTNERS, LLC — reported RAUM up 25% ($107.3M -> $134.6M). IAPD ↗
60
FORTHRIGHT FAMILY WEALTH ADVISORY LLC — reported RAUM up 26% ($160.8M -> $202.6M). IAPD ↗
60
ZENITH WEALTH PARTNERS — reported RAUM up 25% ($81.6M -> $102.1M). IAPD ↗
60
INDEPENDENCE WEALTH ADVISORS, LLC — reported RAUM up 27% ($127.9M -> $162.8M). IAPD ↗
60
REFLECTION ASSET MANAGEMENT — reported RAUM up 26% ($130.9M -> $164.9M). IAPD ↗
60
ROCHESTER INVESTMENTS — reported RAUM up 29% ($45.7M -> $58.7M). IAPD ↗
60
LIGHTHOUSE WEALTH MANAGEMENT, LLC — reported RAUM up 29% ($155.0M -> $199.7M). IAPD ↗
60
GREYCLIFF WEALTH MANAGEMENT, LLC — reported RAUM up 29% ($75.0M -> $96.8M). IAPD ↗
60
PARKVIEW ASSET MANAGEMENT, INC. — reported RAUM up 27% ($126.8M -> $160.5M). IAPD ↗
60
AMARA FINANCIAL, LLC — reported RAUM up 26% ($159.0M -> $200.1M). IAPD ↗
60
TEAM WEALTH & TAX ADVISORS — reported RAUM up 26% ($147.2M -> $185.8M). IAPD ↗
60
ATHOS PRIVATE WEALTH LLC — reported RAUM up 27% ($139.1M -> $176.7M). IAPD ↗
60
WINTER & ASSOCIATES, INC. — reported RAUM up 27% ($116.2M -> $147.5M). IAPD ↗
60
STRAUSS FINANCIAL GROUP — reported RAUM up 26% ($190.0M -> $240.0M). IAPD ↗
60
DIRECT FINANCIAL CARE — reported RAUM up 28% ($150.0M -> $192.3M). IAPD ↗
60
DALE Q. RICE INVESTMENT MANAGEMENT — reported RAUM up 29% ($103.1M -> $132.6M). IAPD ↗
60
REDMONT WEALTH — reported RAUM up 27% ($187.1M -> $237.7M). IAPD ↗
60
TETON WEALTH GROUP LLC — reported RAUM up 29% ($128.4M -> $165.5M). IAPD ↗
60
CHROME ADVISORS — reported RAUM up 27% ($100.3M -> $127.5M). IAPD ↗
60
MARKIN ASSET MANAGEMENT, LP — reported RAUM up 25% ($96.2M -> $120.3M). IAPD ↗
60
SIGNAL TREE FINANCIAL PARTNERS LLC — reported RAUM up 27% ($134.7M -> $171.2M). IAPD ↗
60
MITTELMAN WEALTH MANAGEMENT — reported RAUM up 25% ($194.6M -> $243.4M). IAPD ↗
60
CORNERSTONE WEALTH MANAGEMENT GROUP — reported RAUM up 28% ($190.6M -> $244.5M). IAPD ↗
60
SAGE ADVISORS LLC — reported RAUM up 25% ($147.7M -> $184.9M). IAPD ↗
60
JOURNEY RETIREMENT PLANNING AND INVESTMENT MANAGEMENT, LLC — reported RAUM up 27% ($127.3M -> $161.1M). IAPD ↗
60
MINT ASSET MANAGEMENT LLC — reported RAUM up 29% ($43.9M -> $56.5M). IAPD ↗
60
FAMILY FINANCIAL — reported RAUM up 26% ($184.9M -> $232.8M). IAPD ↗
60
STRADA FINANCIAL GROUP LLC — reported RAUM up 26% ($100.3M -> $125.9M). IAPD ↗
60
COLLECTIVE WEALTH PARTNERS, LLC — reported RAUM up 29% ($33.0M -> $42.5M). IAPD ↗
60
ENTREWEALTH — reported RAUM up 27% ($174.7M -> $222.6M). IAPD ↗
60
NUCLO WEALTH — reported RAUM up 27% ($185.0M -> $235.4M). IAPD ↗
60
WILLIAMSON LEGACY GROUP, LLC — reported RAUM up 27% ($164.9M -> $208.7M). IAPD ↗
60
BEST LIFE INFINITY, LLC — reported RAUM up 28% ($30.0M -> $38.5M). IAPD ↗
60
MIRRETTI PERRYMAN WEALTH STRATEGIES, LLC — reported RAUM up 25% ($128.6M -> $161.0M). IAPD ↗
60
ASTRA WEALTH PARTNERS — reported RAUM up 26% ($162.1M -> $204.1M). IAPD ↗
60
FRANKLY FINANCES — reported RAUM up 27% ($126.1M -> $160.2M). IAPD ↗
60
CLARK WEALTH PARTNERS, LLC — reported RAUM up 26% ($169.7M -> $213.4M). IAPD ↗
60
CENTRAL PINE CAPITAL, LLC — reported RAUM up 29% ($156.3M -> $201.5M). IAPD ↗
60
RETIREMENT FINANCIAL GROUP, LLC — reported RAUM up 26% ($121.7M -> $153.3M). IAPD ↗
60
INTERNATIONAL PRIVATE WEALTH ADVISORS LLC — reported RAUM up 30% ($176.9M -> $229.9M). IAPD ↗
60
PALM WEALTH PARTNERS — reported RAUM up 26% ($104.9M -> $132.1M). IAPD ↗
60
ENTRUST INVESTMENT SERVICES, INC — reported RAUM up 29% ($91.6M -> $118.3M). IAPD ↗
60
PENDLETON FINANCIAL WEALTH MANAGEMENT — reported RAUM up 28% ($110.5M -> $141.9M). IAPD ↗
60
CAPTAR PRIVATE WEALTH — reported RAUM up 28% ($107.0M -> $137.0M). IAPD ↗
60
BACKBONE PLANNING PARTNERS LLC — reported RAUM up 28% ($71.2M -> $91.5M). IAPD ↗
60
COVINGTONALSINA — reported RAUM up 27% ($148.9M -> $189.3M). IAPD ↗
60
WEST INVEST — reported RAUM up 27% ($152.3M -> $193.6M). IAPD ↗
60
SALIENT WEALTH PLANNING — reported RAUM up 26% ($158.9M -> $199.9M). IAPD ↗
60
KELLER FINANCIAL GROUP — reported RAUM up 26% ($106.8M -> $135.0M). IAPD ↗
60
STONEPATH WEALTH MANAGEMENT — reported RAUM up 27% ($178.0M -> $225.8M). IAPD ↗
60
ROTHSCHILD INVESTMENT — CORPORATION is now doing business as ROTHSCHILD INVESTMENT. IAPD ↗
60
BARKSDALE INVESTMENT MANAGEMENT — WEAVER C. BARKSDALE & ASSOCIATES, INC. is now doing business as . IAPD ↗
60
ALASKA PERMANENT CAPITAL MANAGEMENT, LLC — ALASKA PERMANENT CAPITAL MANAGEMENT CO is now doing business as . IAPD ↗
60
GOLDMAN SACHS WEALTH SERVICES, L.P. — THE AYCO COMPANY, L.P. is now doing business as . IAPD ↗
60
CITIZENS PRIVATE WEALTH — CLARFELD is now doing business as . IAPD ↗
60
ONEDIGITAL — INVESTMENT ADVISORS is now doing business as ONEDIGITAL. IAPD ↗
60
GRIMES & COMPANY, LLC — GRIMES & COMPANY, INC. is now doing business as . IAPD ↗
60
GFP PRIVATE WEALTH — GRIES FINANCIAL PARTNERS is now doing business as . IAPD ↗
60
ANCORA PRIVATE WEALTH ADVISORS, LLC — ANCORA FAMILY WEALTH ADVISORS, LLC is now doing business as . IAPD ↗
60
TURTLE CREEK TRUST — TURTLE CREEK MANAGEMENT, LLC is now doing business as . IAPD ↗
60
FOCUS PARTNERS ADVISOR SOLUTIONS, LLC — BUCKINGHAM STRATEGIC PARTNERS, LLC is now doing business as . IAPD ↗
60
COMPOSITION WEALTH, LLC — MIRACLE MILE ADVISORS, LLC is now doing business as . IAPD ↗
60
BALEFIRE, LLC — FUSE PARTNERS, LLC is now doing business as . IAPD ↗
60
PRIVATE ADVISORY — GROUP LLC is now doing business as PRIVATE ADVISORY. IAPD ↗
60
COMPOUND PLANNING, INC. — COMPOUND PLANNING is now doing business as . IAPD ↗
60
GLOBAL STRATEGIC NEXTGEN OCIO — GLOBAL STRATEGIC INVESTMENT SOLUTIONS is now doing business as . IAPD ↗
60
FLORENCE CAPITAL ADVISORS, LP — FLORENCE CAPITAL ADVISORS, LLC is now doing business as . IAPD ↗
60
MARINER ADVISOR NETWORK — MARINER INDEPENDENT is now doing business as . IAPD ↗
60
KEEBECK WEALTH MANAGEMENT — LLC is now doing business as KEEBECK WEALTH MANAGEMENT. IAPD ↗
60
PTMA INVESTMENT ADVISORS — PMA ASSET MANAGEMENT, LLC is now doing business as . IAPD ↗
60
FOUNDERS FAMILY OFFICE — ADAMO CAPITAL is now doing business as . IAPD ↗
60
IMPERIAL FUND ASSET MANAGEMENT LLC — IMPERIAL CAPITAL PARTNERS is now doing business as . IAPD ↗
58
ALLEGHENY INVESTMENTS — LTD. is now doing business as ALLEGHENY INVESTMENTS. IAPD ↗
58
RODGERS BROTHERS, INC. — MONONGAHELA CAPITAL MANAGEMENT is now doing business as . IAPD ↗
58
FSA WEALTH PARTNERS — FINANCIAL SERVICES ADVISORY is now doing business as . IAPD ↗
58
MONTAG & CALDWELL, AN ADVOCACY WEALTH COMPANY — MONTAG & CALDWELL, LLC is now doing business as . IAPD ↗
58
FINANCIAL INSIGHTS WEALTH MANAGEMENT — FINANCIAL INSIGHTS is now doing business as . IAPD ↗
58
CORUS FAMILY WEALTH ADVISORS, INC. — SCHUBERT & COMPANY, INC. is now doing business as . IAPD ↗
58
RAINEY & RANDALL WEALTH ADVISORS, INC. — RAINEY & RANDALL INVESTMENT MANAGEMENT, INC. is now doing business as . IAPD ↗
58
VESTGEN INVESTMENT MANAGEMENT — HANLON INVESTMENT MANAGEMENT, INC. is now doing business as . IAPD ↗
58
COMMON CENTS PLANNING — PLANNING DIRECTIONS, INC. is now doing business as . IAPD ↗
58
STRAVA WEALTH — WRIGHT ASSOCIATES is now doing business as . IAPD ↗
58
CONFIDENCE WEALTH MANAGEMENT, INC. — CONFIDENCE WEALTH MANAGEMENT, LLC is now doing business as . IAPD ↗
58
W.A. SMITH FINANCIAL GROUP — GREAT LAKES RETIREMENT, INC. is now doing business as . IAPD ↗
58
VANTAGE POINT WEALTH MANAGEMENT — VPWM ADVISORS, LLC is now doing business as . IAPD ↗
58
ALLRED HARRIS WEALTH MANAGEMENT. — ALLRED CAPITAL MANAGEMENT, LLC is now doing business as . IAPD ↗
58
LOFTIN WEALTH PARTNERS — GER LOFTIN WEALTH ADVISORS, LLC is now doing business as . IAPD ↗
58
GETTINGS BUSCH WEALTH MANAGEMENT — GETTINGS REED FINANCIAL is now doing business as . IAPD ↗
58
HOXTON WEALTH USA LLC — HOXTON CAPITAL MANAGEMENT is now doing business as . IAPD ↗
58
CRAFT & SAGE WEALTH — CRAFT&SAGE WEALTH is now doing business as . IAPD ↗
58
QUANTUM PORTFOLIO MANAGEMENT, LLC — QUANTUM PORTFOLIO MANAGEMENT is now doing business as . IAPD ↗
55
J.P. MORGAN SECURITIES LLC — added office(s): 3411 -> 3559 additional locations. IAPD ↗
55
OPPENHEIMER & CO. INC. — added office(s): 117 -> 123 additional locations. IAPD ↗
55
ESI FINANCIAL ADVISORS — added office(s): 230 -> 257 additional locations. IAPD ↗
55
GOLDMAN SACHS & CO. LLC — added office(s): 24 -> 35 additional locations. IAPD ↗
55
STIFEL, NICOLAUS & COMPANY, INCORPORATED — added office(s): 460 -> 486 additional locations. IAPD ↗
55
PRINCIPAL SECURITIES, INC. — added office(s): 384 -> 437 additional locations. IAPD ↗
55
WILLIAM BLAIR & COMPANY L.L.C. — added office(s): 9 -> 10 additional locations. IAPD ↗
55
DAVENPORT & COMPANY LLC — added office(s): 26 -> 29 additional locations. IAPD ↗
55
MEANS WEALTH MANAGEMENT — added office(s): 4 -> 5 additional locations. IAPD ↗
55
STATE FARM INVESTMENT MANAGEMENT CORP. — added office(s): 0 -> 17 additional locations. IAPD ↗
55
HORNOR, TOWNSEND & KENT, LLC — added office(s): 160 -> 163 additional locations. IAPD ↗
55
HILLTOP SECURITIES INC. — added office(s): 17 -> 19 additional locations. IAPD ↗
55
AMERIPRISE FINANCIAL SERVICES, LLC — added office(s): 150 -> 157 additional locations. IAPD ↗
55
LPL FINANCIAL LLC — added office(s): 17453 -> 18523 additional locations. IAPD ↗
55
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED — added office(s): 3542 -> 3779 additional locations. IAPD ↗
55
COMMONWEALTH FINANCIAL NETWORK — added office(s): 1613 -> 1762 additional locations. IAPD ↗
55
ROBERT W. BAIRD & CO. INCORPORATED — added office(s): 179 -> 206 additional locations. IAPD ↗
55
LPL ENTERPRISE, LLC — added office(s): 4 -> 1075 additional locations. IAPD ↗
55
PRIMERICA ADVISORS — added office(s): 1704 -> 1754 additional locations. IAPD ↗
55
WELLS FARGO ADVISORS — added office(s): 866 -> 1197 additional locations. IAPD ↗
55
MONEY CONCEPTS ADVISORY SERVICE — added office(s): 24 -> 25 additional locations. IAPD ↗
55
HUNTINGTON FINANCIAL ADVISORS — added office(s): 766 -> 787 additional locations. IAPD ↗
55
FIRST HORIZON ADVISORS, INC — added office(s): 69 -> 77 additional locations. IAPD ↗
55
U.S. BANCORP INVESTMENTS, INC. — added office(s): 1644 -> 1645 additional locations. IAPD ↗
55
THRIVENT INVESTMENT MANAGEMENT INC. — added office(s): 1111 -> 1169 additional locations. IAPD ↗
55
HSBC SECURITIES (USA) INC. — added office(s): 62 -> 63 additional locations. IAPD ↗
55
ADVICE AND PLANNING SERVICES — added office(s): 137 -> 147 additional locations. IAPD ↗
55
WORLD ADVISORY SERVICES — added office(s): 94 -> 96 additional locations. IAPD ↗
55
OSAIC WEALTH, INC. — added office(s): 1670 -> 3791 additional locations. IAPD ↗
55
OSAIC INSTITUTIONS, INC. — added office(s): 557 -> 574 additional locations. IAPD ↗
55
ARVEST WEALTH MANAGEMENT — added office(s): 180 -> 181 additional locations. IAPD ↗
55
SUNBELT SECURITIES — added office(s): 13 -> 18 additional locations. IAPD ↗
55
VALIC FINANCIAL ADVISORS, INC. — added office(s): 148 -> 246 additional locations. IAPD ↗
55
FIRST CITIZENS INVESTOR SERVICES, INC. — added office(s): 107 -> 113 additional locations. IAPD ↗
55
PARK AVENUE SECURITIES LLC — added office(s): 399 -> 427 additional locations. IAPD ↗
55
SILVER OAK SECURITIES, INC. — added office(s): 76 -> 82 additional locations. IAPD ↗
55
MIDWESTERN SECURITIES TRADING CO.,LLC — added office(s): 71 -> 76 additional locations. IAPD ↗
55
SANFORD C. BERNSTEIN & CO., LLC — added office(s): 23 -> 24 additional locations. IAPD ↗
55
HENSSLER FINANCIAL — added office(s): 1 -> 2 additional locations. IAPD ↗
55
STRATEGIC ADVISERS LLC — added office(s): 2 -> 240 additional locations. IAPD ↗
55
AVANTAX ADVISORY SERVICES — added office(s): 1580 -> 1923 additional locations. IAPD ↗
55
CAPITAL ADVISORS, INC. — added office(s): 9 -> 11 additional locations. IAPD ↗
55
PRIVATE MANAGEMENT GROUP INC — added office(s): 0 -> 1 additional locations. IAPD ↗
55
MONETA GROUP INVESTMENT ADVISORS, LLC — added office(s): 4 -> 6 additional locations. IAPD ↗
55
EATON VANCE MANAGEMENT — added office(s): 2 -> 5 additional locations. IAPD ↗
55
GAMCO ASSET MANAGEMENT INC. — added office(s): 4 -> 5 additional locations. IAPD ↗
55
CONGRESS ASSET MANAGEMENT COMPANY, LLP — added office(s): 0 -> 1 additional locations. IAPD ↗
55
1834 INVESTMENT ADVISORS CO. — added office(s): 5 -> 7 additional locations. IAPD ↗
55
R M DAVIS INC — added office(s): 1 -> 2 additional locations. IAPD ↗
55
T. ROWE PRICE ASSOCIATES, INC. — added office(s): 6 -> 7 additional locations. IAPD ↗
55
HALBERT HARGROVE — added office(s): 15 -> 25 additional locations. IAPD ↗
55
CETERA INVESTMENT ADVISERS LLC — added office(s): 1614 -> 4816 additional locations. IAPD ↗
55
GODSEY & GIBB WEALTH MANAGEMENT — added office(s): 1 -> 3 additional locations. IAPD ↗
55
TRUEPOINT, INC. — added office(s): 3 -> 4 additional locations. IAPD ↗
55
WARWICK PARTNERS — added office(s): 0 -> 1 additional locations. IAPD ↗
55
BARINGS LLC — added office(s): 4 -> 5 additional locations. IAPD ↗
55
POLEN CAPITAL MANAGEMENT, LLC — added office(s): 1 -> 2 additional locations. IAPD ↗
55
WEALTHSPIRE ADVISORS — added office(s): 21 -> 24 additional locations. IAPD ↗
55
VICTORY CAPITAL MANAGEMENT INC. — added office(s): 10 -> 11 additional locations. IAPD ↗
55
SMITH SHELLNUT WILSON — added office(s): 1 -> 6 additional locations. IAPD ↗
55
AVANTAX PLANNING PARTNERS, INC. — added office(s): 108 -> 173 additional locations. IAPD ↗
55
MANULIFE INVESTMENT MANAGEMENT (US) LLC — added office(s): 1 -> 2 additional locations. IAPD ↗
55
VANGUARD ADVISERS, INC. — added office(s): 2107 -> 2225 additional locations. IAPD ↗
55
BOK FINANCIAL PRIVATE WEALTH, INC. — added office(s): 7 -> 8 additional locations. IAPD ↗
55
UBS ASSET MANAGEMENT (AMERICAS) LLC — added office(s): 15 -> 17 additional locations. IAPD ↗
55
WINSLOW CAPITAL MANAGEMENT LLC — added office(s): 0 -> 1 additional locations. IAPD ↗
55
FIRST TRUST ADVISORS LP — added office(s): 2 -> 4 additional locations. IAPD ↗
55
TEACHERS ADVISORS, LLC — added office(s): 14 -> 19 additional locations. IAPD ↗
55
PPM AMERICA INC — added office(s): 5 -> 6 additional locations. IAPD ↗
55
SAVANT WEALTH MANAGEMENT — added office(s): 40 -> 42 additional locations. IAPD ↗
55
MEDIQUS ASSET ADVISORS, INC. — added office(s): 0 -> 5 additional locations. IAPD ↗
55
MORNINGSTAR INVESTMENT MANAGEMENT LLC — added office(s): 25 -> 40 additional locations. IAPD ↗
55
CADINHA & CO LLC — added office(s): 2 -> 3 additional locations. IAPD ↗
55
FIDELITY MANAGEMENT & RESEARCH COMPANY LLC — added office(s): 8 -> 9 additional locations. IAPD ↗
55
SUNCOAST EQUITY MANAGEMENT, LLC — added office(s): 2 -> 3 additional locations. IAPD ↗
55
BRIGHTON JONES LLC — added office(s): 18 -> 20 additional locations. IAPD ↗
55
HCR WEALTH ADVISORS — added office(s): 0 -> 1 additional locations. IAPD ↗
55
PRINCIPAL ASSET MANAGEMENT — added office(s): 19 -> 21 additional locations. IAPD ↗
55
ASSETMARK, INC. — added office(s): 4 -> 5 additional locations. IAPD ↗
55
MDT ADVISERS, A DIVISION OF FEDERATED MDTA LLC — added office(s): 0 -> 1 additional locations. IAPD ↗
55
TREK FINANCIAL — added office(s): 32 -> 35 additional locations. IAPD ↗
55
EVENSKY & KATZ/FOLDES WEALTH MANAGEMENT — added office(s): 2 -> 3 additional locations. IAPD ↗
55
LASALLE ST. INVESTMENT ADVISORS, L.L.C. — added office(s): 63 -> 70 additional locations. IAPD ↗
55
IAG WEALTH PARTNERS, LLC — added office(s): 2 -> 3 additional locations. IAPD ↗
55
MAI CAPITAL MANAGEMENT, LLC — added office(s): 26 -> 29 additional locations. IAPD ↗
55
BEAM WEALTH ADVISORS, INC. — added office(s): 28 -> 29 additional locations. IAPD ↗
55
SENTINEL PENSION ADVISORS INC — added office(s): 10 -> 23 additional locations. IAPD ↗
55
SOL CAPITAL MANAGEMENT CO — added office(s): 9 -> 10 additional locations. IAPD ↗
55
WESTWOOD MANAGEMENT CORP — added office(s): 2 -> 3 additional locations. IAPD ↗
55
WESTMINSTER FINANCIAL ADVISORY CORP — added office(s): 12 -> 21 additional locations. IAPD ↗
55
MORGAN STANLEY INVESTMENT MANAGEMENT INC. — added office(s): 8 -> 10 additional locations. IAPD ↗
55
BECKER CAPITAL MANAGEMENT, INC. — added office(s): 2 -> 3 additional locations. IAPD ↗
55
BROOKFIELD PUBLIC SECURITIES GROUP LLC — added office(s): 3 -> 4 additional locations. IAPD ↗
55
BUCKHEAD CAPITAL MANAGEMENT, LLC — added office(s): 0 -> 1 additional locations. IAPD ↗
55
NEXT CAPITAL MANAGEMENT LLC — added office(s): 4 -> 5 additional locations. IAPD ↗
55
EAGLE STRATEGIES LLC — added office(s): 849 -> 864 additional locations. IAPD ↗
55
ALLSPRING FUNDS MANAGEMENT, LLC — added office(s): 1 -> 2 additional locations. IAPD ↗
55
CG ADVISORY SERVICES — added office(s): 25 -> 31 additional locations. IAPD ↗
55
TLG ADVISORS, INC. — added office(s): 96 -> 107 additional locations. IAPD ↗
55
WEALTHCARE CAPITAL MANAGEMENT LLC — added office(s): 18 -> 21 additional locations. IAPD ↗
55
CHOREO, LLC — added office(s): 33 -> 34 additional locations. IAPD ↗
55
COOPER MCMANUS — added office(s): 23 -> 24 additional locations. IAPD ↗
55
U.S. BANCORP ASSET MANAGEMENT, INC. — added office(s): 5 -> 25 additional locations. IAPD ↗
55
GREYCOURT & CO., INC. — added office(s): 2 -> 3 additional locations. IAPD ↗
55
EMPOWER ADVISORY GROUP, LLC — added office(s): 4 -> 5 additional locations. IAPD ↗
55
MISSION WEALTH MANAGEMENT, LP — added office(s): 32 -> 37 additional locations. IAPD ↗
55
AFFIANCE FINANCIAL LLC — added office(s): 0 -> 2 additional locations. IAPD ↗
55
MAIN STREET RESEARCH LLC — added office(s): 3 -> 4 additional locations. IAPD ↗
55
HOTCHKIS AND WILEY CAPITAL MANAGEMENT, LLC — added office(s): 1 -> 4 additional locations. IAPD ↗
55
ONE CAPITAL MANAGEMENT, LLC — added office(s): 6 -> 8 additional locations. IAPD ↗
55
MCMORGAN & COMPANY LLC — added office(s): 2 -> 3 additional locations. IAPD ↗
55
WAVERLY ADVISORS, LLC — added office(s): 35 -> 38 additional locations. IAPD ↗
55
TRUE NORTH ADVISORS, LLC — added office(s): 1 -> 3 additional locations. IAPD ↗
55
WEALTH ENHANCEMENT ADVISORY SERVICES, LLC — added office(s): 105 -> 144 additional locations. IAPD ↗
55
SYNERGY ASSET MANAGEMENT, LLC — added office(s): 6 -> 8 additional locations. IAPD ↗
55
MILLENNIUM INVESTMENT AND RETIREMENT ADVISORS, LLC — added office(s): 3 -> 5 additional locations. IAPD ↗
55
BEACON POINTE ADVISORS, LLC — added office(s): 52 -> 65 additional locations. IAPD ↗
55
MAIN MANAGEMENT, LLC — added office(s): 3 -> 4 additional locations. IAPD ↗
55
PARTNERS CAPITAL INVESTMENT GROUP, LLP — added office(s): 6 -> 7 additional locations. IAPD ↗
55
SYMMETRY PARTNERS — added office(s): 1 -> 3 additional locations. IAPD ↗
55
CERTIFIED ADVISORY CORP — added office(s): 5 -> 6 additional locations. IAPD ↗
55
NFP RETIREMENT INC. — added office(s): 26 -> 44 additional locations. IAPD ↗
55
SCS CAPITAL MANAGEMENT LLC — added office(s): 9 -> 10 additional locations. IAPD ↗
55
RETIREMENT PLAN ADVISORS, LLC — added office(s): 26 -> 28 additional locations. IAPD ↗
55
REHMANN WEALTH — added office(s): 12 -> 13 additional locations. IAPD ↗
55
THE CAPROCK GROUP, LLC — added office(s): 8 -> 11 additional locations. IAPD ↗
55
VALEO FINANCIAL ADVISORS, LLC — added office(s): 6 -> 9 additional locations. IAPD ↗
55
APRIO WEALTH MANAGEMENT, LLC — added office(s): 12 -> 13 additional locations. IAPD ↗
55
CARY STREET PARTNERS — added office(s): 17 -> 23 additional locations. IAPD ↗
55
SUMMITRY, LLC — added office(s): 0 -> 1 additional locations. IAPD ↗
55
ABACUS WEALTH PARTNERS — added office(s): 13 -> 27 additional locations. IAPD ↗
55
PNC INVESTMENTS — added office(s): 572 -> 610 additional locations. IAPD ↗
55
BOLTON GLOBAL ASSET MANAGEMENT — added office(s): 65 -> 73 additional locations. IAPD ↗
55
CERTUITY, LLC — added office(s): 8 -> 9 additional locations. IAPD ↗
55
THE RETIREMENT PLANNING GROUP, LLC — added office(s): 4 -> 8 additional locations. IAPD ↗
55
MCF ADVISORS, LLC — added office(s): 3 -> 4 additional locations. IAPD ↗
55
PERIGON WEALTH MANAGEMENT, LLC — added office(s): 44 -> 46 additional locations. IAPD ↗
55
WAYPOINT WEALTH PARTNERS — added office(s): 0 -> 12 additional locations. IAPD ↗
55
BASSO CAPITAL MANAGEMENT, L.P. — added office(s): 0 -> 2 additional locations. IAPD ↗
55
REDWOOD INVESTMENTS, LLC — added office(s): 0 -> 1 additional locations. IAPD ↗
55
GENERAL ATLANTIC SERVICE COMPANY, L.P. — added office(s): 13 -> 29 additional locations. IAPD ↗
55
CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC. — added office(s): 2192 -> 2260 additional locations. IAPD ↗
55
UNITED CAPITAL FINANCIAL ADVISORS — added office(s): 40 -> 41 additional locations. IAPD ↗
55
KEY INVESTMENT SERVICES LLC — added office(s): 14 -> 25 additional locations. IAPD ↗
55
ELEVATION POINT WEALTH PARTNERS, LLC — added office(s): 4 -> 6 additional locations. IAPD ↗
55
HERITAGE WEALTH ADVISORS — added office(s): 2 -> 3 additional locations. IAPD ↗
55
MV CAPITAL MANAGEMENT, INC. — added office(s): 0 -> 1 additional locations. IAPD ↗
55
WERBA RUBIN PAPIER WEALTH MANAGEMENT, LLC — added office(s): 2 -> 3 additional locations. IAPD ↗
55
MARINER WEALTH — added office(s): 68 -> 115 additional locations. IAPD ↗
55
LARSON FINANCIAL GROUP, LLC — added office(s): 14 -> 18 additional locations. IAPD ↗
55
PARALLEL ADVISORS, LLC — added office(s): 13 -> 17 additional locations. IAPD ↗
55
STRATEGIC FINANCIAL CONCEPTS, LLC — added office(s): 25 -> 29 additional locations. IAPD ↗
55
METLIFE INVESTMENT MANAGEMENT, LLC — added office(s): 10 -> 12 additional locations. IAPD ↗
55
CALLAN CAPITAL, LLC — added office(s): 1 -> 2 additional locations. IAPD ↗
55
BELPOINTE ASSET MANAGEMENT LLC — added office(s): 95 -> 107 additional locations. IAPD ↗
55
CHECCHI CAPITAL ADVISERS, LLC — added office(s): 0 -> 1 additional locations. IAPD ↗
55
COMPOSITION WEALTH, LLC — added office(s): 5 -> 11 additional locations. IAPD ↗
55
JAFFE TILCHIN INVESTMENT PARTNERS, LLC — added office(s): 0 -> 2 additional locations. IAPD ↗
55
HECK CAPITAL ADVISORS, LLC — added office(s): 3 -> 4 additional locations. IAPD ↗
55
PURE FINANCIAL ADVISORS, LLC — added office(s): 9 -> 11 additional locations. IAPD ↗
55
ROYAL FUND MANAGEMENT, LLC — added office(s): 81 -> 89 additional locations. IAPD ↗
55
NICHOLAS HOFFMAN & COMPANY, LLC — added office(s): 1 -> 2 additional locations. IAPD ↗
55
HIGHTOWER ADVISORS, LLC — added office(s): 100 -> 132 additional locations. IAPD ↗
55
WPWEALTH LLP — added office(s): 6 -> 7 additional locations. IAPD ↗
55
TBH GLOBAL ASSET MANAGEMENT, LLC — added office(s): 1 -> 4 additional locations. IAPD ↗
55
MAINSTREET ADVISORS — added office(s): 0 -> 2 additional locations. IAPD ↗
55
BENJAMIN F. EDWARDS & COMPANY, INCORPORATED — added office(s): 89 -> 95 additional locations. IAPD ↗
55
ALDRICH WEALTH LP — added office(s): 3 -> 4 additional locations. IAPD ↗
55
MERCER GLOBAL ADVISORS INC. — added office(s): 83 -> 107 additional locations. IAPD ↗
55
NORTHWEST ASSET MANAGEMENT — added office(s): 66 -> 71 additional locations. IAPD ↗
55
WESPAC ADVISORS, LLC — added office(s): 1 -> 2 additional locations. IAPD ↗
55
KELLOGG ASSET MANAGEMENT, LLC — added office(s): 3 -> 4 additional locations. IAPD ↗
55
CARNEGIE INVESTMENT COUNSEL — added office(s): 8 -> 9 additional locations. IAPD ↗
55
GLASSMAN WEALTH SERVICES, LLC — added office(s): 11 -> 13 additional locations. IAPD ↗
55
CERITY PARTNERS LLC — added office(s): 42 -> 55 additional locations. IAPD ↗
55
VERUS CAPITAL PARTNERS, LLC — added office(s): 25 -> 27 additional locations. IAPD ↗
55
CKW FINANCIAL GROUP, LLC — added office(s): 0 -> 1 additional locations. IAPD ↗
55
COASTAL BRIDGE ADVISORS — added office(s): 3 -> 5 additional locations. IAPD ↗
55
ASHTON THOMAS PRIVATE WEALTH — added office(s): 22 -> 23 additional locations. IAPD ↗
55
PRIVATE ADVISOR GROUP, LLC — added office(s): 349 -> 461 additional locations. IAPD ↗
55
LIBREMAX CAPITAL, LLC — added office(s): 0 -> 2 additional locations. IAPD ↗
55
NUVEEN ASSET MANAGEMENT, LLC — added office(s): 14 -> 19 additional locations. IAPD ↗
55
MODERA WEALTH MANAGEMENT, LLC — added office(s): 26 -> 29 additional locations. IAPD ↗
55
PROSPERITY CAPITAL ADVISORS — added office(s): 37 -> 39 additional locations. IAPD ↗
55
SUMMIT GLOBAL INVESTMENTS, LLC — added office(s): 4 -> 6 additional locations. IAPD ↗
55
ALPHASTAR CAPITAL MANAGEMENT — added office(s): 58 -> 66 additional locations. IAPD ↗
55
PERMCAP INVESTMENT OFFICE — added office(s): 1 -> 2 additional locations. IAPD ↗
55
MSH CAPITAL ADVISORS LLC — added office(s): 3 -> 4 additional locations. IAPD ↗
55
ADVISORY ALPHA, LLC — added office(s): 23 -> 24 additional locations. IAPD ↗
55
RFG ADVISORY, LLC — added office(s): 46 -> 61 additional locations. IAPD ↗
55
VERITY ASSET MANAGEMENT — added office(s): 9 -> 11 additional locations. IAPD ↗
55
LEGACY FINANCIAL ADVISORS, INC. — added office(s): 0 -> 2 additional locations. IAPD ↗
55
NOVEM GROUP — added office(s): 7 -> 8 additional locations. IAPD ↗
55
ALLIED INVESTMENT ADVISORS LLC — added office(s): 1 -> 2 additional locations. IAPD ↗
55
ZHANG FINANCIAL — added office(s): 7 -> 9 additional locations. IAPD ↗
55
CGN ADVISORS, LLC — added office(s): 34 -> 35 additional locations. IAPD ↗
55
JANNEY CAPITAL MANAGEMENT LLC — added office(s): 0 -> 1 additional locations. IAPD ↗
55
THREE BELL CAPITAL LLC — added office(s): 3 -> 10 additional locations. IAPD ↗
55
CLARO ADVISORS, LLC — added office(s): 6 -> 7 additional locations. IAPD ↗
55
MONTIS FINANCIAL, LLC — added office(s): 0 -> 6 additional locations. IAPD ↗
55
TIDAL INVESTMENTS LLC — added office(s): 1 -> 4 additional locations. IAPD ↗
55
CORNERSTONE WEALTH MANAGEMENT, LLC — added office(s): 41 -> 42 additional locations. IAPD ↗
55
ISC ADVISORS, INC. — added office(s): 11 -> 25 additional locations. IAPD ↗
55
LION STREET ADVISORS, LLC — added office(s): 27 -> 75 additional locations. IAPD ↗
55
INDEPENDENT ADVISOR ALLIANCE, LLC — added office(s): 132 -> 140 additional locations. IAPD ↗
55
RITHOLTZ WEALTH MANAGEMENT — added office(s): 13 -> 14 additional locations. IAPD ↗
55
BALEFIRE, LLC — added office(s): 8 -> 9 additional locations. IAPD ↗
55
SHEPHERD FINANCIAL PARTNERS, LLC — added office(s): 3 -> 4 additional locations. IAPD ↗
55
SCHECHTER INVESTMENT ADVISORS, LLC — added office(s): 5 -> 6 additional locations. IAPD ↗
55
VISIONARY WEALTH ADVISORS, LLC — added office(s): 7 -> 8 additional locations. IAPD ↗
55
OLD ORCHARD CAPITAL MANAGEMENT LP — added office(s): 0 -> 1 additional locations. IAPD ↗
55
MCADAM LLC — added office(s): 66 -> 68 additional locations. IAPD ↗
55
OSAIC ADVISORY SERVICES, LLC — added office(s): 155 -> 200 additional locations. IAPD ↗
55
APELLA WEALTH — added office(s): 16 -> 19 additional locations. IAPD ↗
55
JOURNEY ADVISORY GROUP, LLC — added office(s): 2 -> 3 additional locations. IAPD ↗
55
SPRUCEVIEW CAPITAL PARTNERS LLC — added office(s): 0 -> 1 additional locations. IAPD ↗
55
INTEGRATED ADVISORS NETWORK LLC — added office(s): 39 -> 45 additional locations. IAPD ↗
55
SPIDERROCK ADVISORS, LLC — added office(s): 1 -> 3 additional locations. IAPD ↗
55
THE PATRIOT FINANCIAL GROUP, LLC — added office(s): 25 -> 26 additional locations. IAPD ↗
55
FOUNDERS FINANCIAL ALLIANCE, LLC — added office(s): 15 -> 17 additional locations. IAPD ↗
55
THE WEALTH CONSULTING GROUP — added office(s): 34 -> 50 additional locations. IAPD ↗
55
JOHN HANCOCK PERSONAL FINANCIAL SERVICES, LLC — added office(s): 0 -> 4 additional locations. IAPD ↗
55
WORLD INVESTMENT ADVISORS, LLC — added office(s): 59 -> 73 additional locations. IAPD ↗
55
SUMMIT TRAIL ADVISORS, LLC — added office(s): 5 -> 10 additional locations. IAPD ↗
55
CYNOSURE GROUP, LLC — added office(s): 9 -> 11 additional locations. IAPD ↗
55
3EDGE ASSET MANAGEMENT, LP — added office(s): 4 -> 5 additional locations. IAPD ↗
55
KOVITZ INVESTMENT GROUP PARTNERS, LLC — added office(s): 40 -> 43 additional locations. IAPD ↗
55
INVST, LLC — added office(s): 8 -> 12 additional locations. IAPD ↗
55
STEWARD PARTNERS INVESTMENT ADVISORY, LLC — added office(s): 45 -> 111 additional locations. IAPD ↗
55
CONTINUUM ADVISORY, LLC — added office(s): 13 -> 18 additional locations. IAPD ↗
55
SAGESPRING WEALTH PARTNERS — added office(s): 10 -> 11 additional locations. IAPD ↗
55
MARINER ADVISOR NETWORK — added office(s): 94 -> 118 additional locations. IAPD ↗
55
LEO WEALTH, LLC — added office(s): 8 -> 10 additional locations. IAPD ↗
55
NICOLET WEALTH MANAGEMENT — added office(s): 9 -> 10 additional locations. IAPD ↗
55
THE FIDUCIARY ALLIANCE — added office(s): 18 -> 20 additional locations. IAPD ↗
55
XML FINANCIAL GROUP — added office(s): 16 -> 24 additional locations. IAPD ↗
55
GPS WEALTH STRATEGIES GROUP, LLC — added office(s): 9 -> 10 additional locations. IAPD ↗
55
SEPIO CAPITAL, LP — added office(s): 3 -> 4 additional locations. IAPD ↗
55
CRESTWOOD ADVISORS — added office(s): 4 -> 5 additional locations. IAPD ↗
55
PERENNIAL FINANCIAL SERVICES — added office(s): 10 -> 15 additional locations. IAPD ↗
55
ALERA INVESTMENT ADVISORS, LLC — added office(s): 13 -> 14 additional locations. IAPD ↗
55
GRYPHON FINANCIAL PARTNERS — added office(s): 0 -> 1 additional locations. IAPD ↗
55
VERDENCE CAPITAL ADVISORS, LLC — added office(s): 4 -> 5 additional locations. IAPD ↗
55
CRESSET ASSET MANAGEMENT, LLC — added office(s): 25 -> 31 additional locations. IAPD ↗
55
PRIME CAPITAL FINANCIAL — added office(s): 70 -> 77 additional locations. IAPD ↗
55
ARKADIOS WEALTH ADVISORS — added office(s): 44 -> 64 additional locations. IAPD ↗
55
VALLEY WEALTH STRATEGIES, LLC — added office(s): 19 -> 20 additional locations. IAPD ↗
55
OPAL WEALTH ADVISORS, LLC — added office(s): 2 -> 3 additional locations. IAPD ↗
55
SHADE TREE ADVISORS LLC — added office(s): 3 -> 4 additional locations. IAPD ↗
55
ROBERTSON STEPHENS — added office(s): 24 -> 25 additional locations. IAPD ↗
55
ARNHOLD LLC — added office(s): 1 -> 2 additional locations. IAPD ↗
55
ROCKEFELLER CAPITAL MANAGEMENT — added office(s): 54 -> 64 additional locations. IAPD ↗
55
APOLLON WEALTH MANAGEMENT, LLC — added office(s): 34 -> 56 additional locations. IAPD ↗
55
TRIVIUM POINT ADVISORY, LLC — added office(s): 4 -> 5 additional locations. IAPD ↗
55
ROCKEFELLER CAPITAL MANAGEMENT — added office(s): 16 -> 47 additional locations. IAPD ↗
55
PASADENA PRIVATE WEALTH, LLC — added office(s): 2 -> 4 additional locations. IAPD ↗
55
ADERO PARTNERS, LLC — added office(s): 23 -> 24 additional locations. IAPD ↗
55
ACCURATE WEALTH MANAGEMENT, LLC — added office(s): 10 -> 11 additional locations. IAPD ↗
55
ASPIRE CAPITAL ADVISORS LLC — added office(s): 4 -> 5 additional locations. IAPD ↗
55
TRANSCEND CAPITAL ADVISORS, LLC — added office(s): 2 -> 3 additional locations. IAPD ↗
55
INDEPENDENCE SQUARE HOLDINGS, LLC — added office(s): 7 -> 10 additional locations. IAPD ↗
55
EVOKE ADVISORS — added office(s): 3 -> 4 additional locations. IAPD ↗
55
SIGNAL ADVISORS WEALTH, LLC — added office(s): 12 -> 16 additional locations. IAPD ↗
55
CAPITAL CREEK PARTNERS — added office(s): 2 -> 3 additional locations. IAPD ↗
55
POINT OLEMA CAPITAL PARTNERS, L.P. — added office(s): 0 -> 1 additional locations. IAPD ↗
55
F/M INVESTMENTS LLC — added office(s): 8 -> 10 additional locations. IAPD ↗
55
WEALTHPLAN PARTNERS — added office(s): 11 -> 12 additional locations. IAPD ↗
55
MARINER INDEPENDENT — added office(s): 33 -> 50 additional locations. IAPD ↗
55
THE AMERIFLEX GROUP — added office(s): 81 -> 110 additional locations. IAPD ↗
55
FERMATA ADVISORS — added office(s): 4 -> 5 additional locations. IAPD ↗
55
MAIN STREET FINANCIAL SOLUTIONS, LLC — added office(s): 22 -> 24 additional locations. IAPD ↗
55
ONYX BRIDGE WEALTH GROUP LLC — added office(s): 7 -> 8 additional locations. IAPD ↗
55
NEW EDGE WEALTH — added office(s): 13 -> 14 additional locations. IAPD ↗
55
CYNDEO WEALTH PARTNERS — added office(s): 4 -> 5 additional locations. IAPD ↗
55
MAYFLOWER ADVISORS — added office(s): 4 -> 6 additional locations. IAPD ↗
55
TRB WEALTH MANAGEMENT, LLC — added office(s): 2 -> 3 additional locations. IAPD ↗
55
ASSUREDPARTNERS INVESTMENT ADVISORS — added office(s): 15 -> 16 additional locations. IAPD ↗
55
FORTIS CAPITAL ADVISORS, LLC — added office(s): 32 -> 40 additional locations. IAPD ↗
55
CW ADVISORS, LLC — added office(s): 14 -> 22 additional locations. IAPD ↗
55
NAVITER WEALTH, LLC — added office(s): 1 -> 2 additional locations. IAPD ↗
55
HILL INVESTMENT GROUP — added office(s): 4 -> 6 additional locations. IAPD ↗
55
THE BALDWIN GROUP WEALTH ADVISORS, LLC — added office(s): 4 -> 5 additional locations. IAPD ↗
55
GAMMA INVESTING LLC — added office(s): 4 -> 5 additional locations. IAPD ↗
55
IMPACT PARTNERSHIP WEALTH, LLC — added office(s): 49 -> 79 additional locations. IAPD ↗
55
PRIVATE WEALTH ASSET MANAGEMENT — added office(s): 5 -> 6 additional locations. IAPD ↗
55
ULLMANN WEALTH PARTNERS — added office(s): 1 -> 2 additional locations. IAPD ↗
55
AMERITAS ADVISORY SERVICES, LLC — added office(s): 238 -> 254 additional locations. IAPD ↗
55
CALLAN FAMILY OFFICE, LLC — added office(s): 11 -> 12 additional locations. IAPD ↗
55
VESTGEN ADVISORS, LLC — added office(s): 7 -> 9 additional locations. IAPD ↗
55
ARMSTRONG ADVISORY GROUP INC. — added office(s): 11 -> 12 additional locations. IAPD ↗
55
DAYMARK WEALTH PARTNERS, LLC — added office(s): 3 -> 6 additional locations. IAPD ↗
55
ADVISOR PARTNERS — added office(s): 0 -> 1 additional locations. IAPD ↗
55
ETHOS FINANCIAL GROUP, LLC — added office(s): 6 -> 7 additional locations. IAPD ↗
55
STRIVE ASSET MANAGEMENT — added office(s): 2 -> 3 additional locations. IAPD ↗
55
FIDELIS CAPITAL — added office(s): 3 -> 5 additional locations. IAPD ↗
55
GATEWAY WEALTH PARTNERS, LLC — added office(s): 24 -> 25 additional locations. IAPD ↗
55
CONCURRENT INVESTMENT ADVISORS, LLC — added office(s): 42 -> 50 additional locations. IAPD ↗
55
TITLEIST ASSET MANAGEMENT, LLC — added office(s): 11 -> 14 additional locations. IAPD ↗
55
UNITED ADVISOR GROUP — added office(s): 22 -> 23 additional locations. IAPD ↗
55
MODERN WEALTH MANAGEMENT, LLC — added office(s): 15 -> 17 additional locations. IAPD ↗
55
PORTSIDE WEALTH GROUP, LLC — added office(s): 34 -> 35 additional locations. IAPD ↗
55
CAPITAL INVESTMENT COUNSEL, LLC — added office(s): 1 -> 2 additional locations. IAPD ↗
55
KAUFMAN HALL INVESTMENT MANAGEMENT — added office(s): 3 -> 5 additional locations. IAPD ↗
55
SOVRAN ADVISORS, LLC — added office(s): 3 -> 4 additional locations. IAPD ↗
55
PCM ENCORE, LLC — added office(s): 1 -> 5 additional locations. IAPD ↗
55
MCGINN PENNINGER INVESTMENT MANAGEMENT INC. — MCGINN PENNINGER INVESTMENT MANAGMENT, INC. is now doing business as . IAPD ↗
55
CEF ADVISORS — CLOSED-END FUND ADVISORS is now doing business as . IAPD ↗
55
MICHAEL J. PORRO & CO. FINANCIAL ADVISORS, INC. — MICHAEL J. PORRO & CO. FINANCIAL ADVISOR INC is now doing business as . IAPD ↗
55
WISDOM FINANCIAL PLANNING — JOHN BOYER, INC. is now doing business as . IAPD ↗
55
ALPHA DOG ADVISORS, RUFF — ALPHA DOG ADVISORS is now doing business as . IAPD ↗
55
CAITLIN JOHN, LLC — CAITLIN JOHN is now doing business as . IAPD ↗
55
MCNEILL CAPITAL, LLC — TRUE LIVING FINANCIAL is now doing business as . IAPD ↗
55
TAVERIK CAPITAL, LLC — WCM GLOBAL WEALTH, LLC is now doing business as . IAPD ↗
55
FSR WEALTH STRATEGIES — FSR WEALTH MANAGEMENT, LTD. is now doing business as . IAPD ↗
55
MD FINANCIAL ADVISORS / VESTMENT FINANCIAL — MD FINANCIAL / VESTMENT FINANCIAL is now doing business as . IAPD ↗
55
LENDINGROBOT — NSR INVEST is now doing business as . IAPD ↗
55
TOGETHER PLANNING — TOGETHER AND/OR is now doing business as TOGETHER PLANNING. IAPD ↗
55
FEDERAL PREP — ADVISORS, INC. is now doing business as FEDERAL PREP. IAPD ↗
55
AN EXCEPTIONAL LIFE FINANCIAL, LLC — TEACH PLAN RETIRE, AEL WEALTH MANAGEMENT is now doing business as . IAPD ↗
55
BRAVIAS FINANCIAL — BRAVIAS CAPITAL GROUP, LLC is now doing business as . IAPD ↗
55
NOTTINGHAM WEALTH PARTNERS, INC. — ONEGROUP WEALTH PARTNERS, INC. is now doing business as . IAPD ↗
55
QUANTEL ASSET MANAGEMENT LLC — TENJIN AI CAPITAL ADVISORS LLC is now doing business as . IAPD ↗
55
FAIRFAX GLOBAL INVESTMENT MANAGEMENT LLC — B. RILEY WEALTH PORTFOLIO ADVISERS, LLC is now doing business as . IAPD ↗
55
LAKE AVENUE FINANCIAL LLC — WEALTHTECH PARTNERS LLC is now doing business as . IAPD ↗
55
SORENSON IMPACT ADVISORY — SORENSON IMPACT is now doing business as . IAPD ↗
55
LYNK CAPITAL MANAGEMENT COMPANY, LLC — SECURITIES CAPITAL PARTNERS MANAGEMENT COMPANY, LLC is now doing business as . IAPD ↗
55
SANDRO WEALTH MANAGEMENT LLC — ARCHLIGHT WEALTH MANAGEMENT LLC is now doing business as . IAPD ↗
55
PARADIGM INVESTMENT ADVISORY, LLC — PARADIGM ADVISOR GROUP, LLC is now doing business as . IAPD ↗
53
BOK FINANCIAL ADVISORS — added office(s): 109 -> 113 additional locations. IAPD ↗
53
CHAPIN DAVIS ASSET MANAGEMENT — added office(s): 9 -> 12 additional locations. IAPD ↗
53
TOBIAS FINANCIAL ADVISORS — added office(s): 2 -> 5 additional locations. IAPD ↗
53
MPM WEALTH ADVISORS — added office(s): 11 -> 12 additional locations. IAPD ↗
53
PVG ASSET MANAGEMENT CORP — added office(s): 2 -> 3 additional locations. IAPD ↗
53
WEINBERGER ASSET MANAGEMENT, INC — added office(s): 1 -> 2 additional locations. IAPD ↗
53
SMITHBRIDGE ASSET MANAGEMENT, INC. — added office(s): 1 -> 2 additional locations. IAPD ↗
53
FINANCIAL ASSET MANAGEMENT CORP — added office(s): 1 -> 2 additional locations. IAPD ↗
53
PORTFOLIO STRATEGIES INC NY — added office(s): 1 -> 2 additional locations. IAPD ↗
53
ITS ASSET MANAGEMENT, L.P. — added office(s): 1 -> 2 additional locations. IAPD ↗
53
AVISO WEALTH MANAGEMENT — added office(s): 5 -> 6 additional locations. IAPD ↗
53
LOMBARD ADVISERS INCORPORATED — added office(s): 21 -> 25 additional locations. IAPD ↗
53
BOUVEL INVESTMENT PARTNERS, LLC — added office(s): 1 -> 2 additional locations. IAPD ↗
53
COVENANT ASSET MANAGEMENT, LLC — added office(s): 0 -> 3 additional locations. IAPD ↗
53
MEIRA WEALTH — added office(s): 0 -> 2 additional locations. IAPD ↗
53
ENDOWMENT WEALTH MANAGEMENT, INC. — added office(s): 5 -> 6 additional locations. IAPD ↗
53
U.S. FINANCIAL ADVISORS — added office(s): 1 -> 2 additional locations. IAPD ↗
53
FINANCIAL INSIGHTS WEALTH MANAGEMENT — added office(s): 0 -> 1 additional locations. IAPD ↗
53
GOODPASTURE GRAY — added office(s): 1 -> 2 additional locations. IAPD ↗
53
REDW WEALTH LLC — added office(s): 3 -> 4 additional locations. IAPD ↗
53
AZA CAPITAL MANAGEMENT — added office(s): 1 -> 4 additional locations. IAPD ↗
53
BEECH HILL ADVISORS, INC — added office(s): 4 -> 6 additional locations. IAPD ↗
53
ARBOR CAPITAL MANAGEMENT INC — added office(s): 5 -> 6 additional locations. IAPD ↗
53
MORLING FINANCIAL ADVISORS, LLC — added office(s): 2 -> 3 additional locations. IAPD ↗
53
CONSULTIVA WEALTH MANAGEMENT, CORP. — added office(s): 1 -> 2 additional locations. IAPD ↗
53
NEUMANN CAPITAL MANAGEMENT — added office(s): 0 -> 3 additional locations. IAPD ↗
53
MWA FINANCIAL SERVICES, INC. — added office(s): 81 -> 97 additional locations. IAPD ↗
53
GALLACHER CAPITAL MANAGEMENT, LLC — added office(s): 3 -> 4 additional locations. IAPD ↗
53
WINDWARD PRIVATE WEALTH MANAGEMENT INC. — added office(s): 6 -> 7 additional locations. IAPD ↗
53
CAPITAL IDEAS — added office(s): 1 -> 2 additional locations. IAPD ↗
53
SHILANSKI & ASSOCIATES, INC. — added office(s): 1 -> 3 additional locations. IAPD ↗
53
ASCENDANT FINANCIAL SOLUTIONS, INC. — added office(s): 2 -> 3 additional locations. IAPD ↗
53
FREEGULLIVER, LLC — added office(s): 2 -> 4 additional locations. IAPD ↗
53
AMERANT INVESTMENTS, INC. — added office(s): 5 -> 6 additional locations. IAPD ↗
53
PINNACLE WEALTH ADVISORS — added office(s): 2 -> 3 additional locations. IAPD ↗
53
FINANCIAL & TAX ARCHITECTS, LLC — added office(s): 18 -> 20 additional locations. IAPD ↗
53
MOSELEY INVESTMENT MANAGEMENT, INC. — added office(s): 1 -> 2 additional locations. IAPD ↗
53
INTERACTIVE FINANCIAL ADVISORS — added office(s): 22 -> 30 additional locations. IAPD ↗
53
PKS ADVISORY SERVICES, LLC — added office(s): 17 -> 25 additional locations. IAPD ↗
53
RB CAPITAL MANAGEMENT, LLC — added office(s): 7 -> 9 additional locations. IAPD ↗
53
PACIFICA CAPITAL INVESTMENTS — added office(s): 2 -> 3 additional locations. IAPD ↗
53
FRISCH FINANCIAL GROUP, INC. — added office(s): 3 -> 4 additional locations. IAPD ↗
53
CWC ADVISORS, LLC — added office(s): 1 -> 2 additional locations. IAPD ↗
53
MAINSAIL ASSET MANAGEMENT, LLC — added office(s): 0 -> 1 additional locations. IAPD ↗
53
TARGETED FINANCIAL SERVICES, LLC — added office(s): 1 -> 2 additional locations. IAPD ↗
53
PROSTATIS FINANCIAL ADVISORS GROUP — added office(s): 8 -> 10 additional locations. IAPD ↗
53
GARDEN STATE INVESTMENT ADVISORY SERVICES, LLC — added office(s): 3 -> 4 additional locations. IAPD ↗
53
KENDALL CAPITAL MANAGEMENT — added office(s): 0 -> 1 additional locations. IAPD ↗
53
MARYLAND CAPITAL ADVISORS, INC. — added office(s): 2 -> 4 additional locations. IAPD ↗
53
CAPITAL MARKETS IQ, LLC — added office(s): 17 -> 18 additional locations. IAPD ↗
53
FIELDS GOTTSCHO CAPITAL MANAGEMENT LLC — added office(s): 1 -> 2 additional locations. IAPD ↗
53
FUTURA ASSET ADVISORS LLC — added office(s): 0 -> 1 additional locations. IAPD ↗
53
DAI WEALTH, LLC — added office(s): 9 -> 11 additional locations. IAPD ↗
53
STONE HOUSE INVESTMENT MANAGEMENT, LLC — added office(s): 5 -> 6 additional locations. IAPD ↗
53
CONCORDE ASSET MANAGEMENT, LLC — added office(s): 40 -> 56 additional locations. IAPD ↗
53
CAPCO ASSET MANAGEMENT, LLC — added office(s): 0 -> 1 additional locations. IAPD ↗
53
HALLADOR INVESTMENT ADVISORS, INC. — added office(s): 1 -> 2 additional locations. IAPD ↗
53
MARKOWSKI INVESTMENTS — added office(s): 6 -> 8 additional locations. IAPD ↗
53
SAMALIN WEALTH — added office(s): 4 -> 5 additional locations. IAPD ↗
53
TRUE WEALTH DESIGN, LLC — added office(s): 6 -> 7 additional locations. IAPD ↗
53
GUARDIAN WEALTH ADVISORS, LLC — added office(s): 2 -> 3 additional locations. IAPD ↗
53
BARRY INVESTMENT ADVISORS, LLC — added office(s): 6 -> 8 additional locations. IAPD ↗
53
THE MARSHALL FINANCIAL GROUP LLC — added office(s): 1 -> 2 additional locations. IAPD ↗
53
CAPE INVESTMENT ADVISORY, INC. — added office(s): 29 -> 34 additional locations. IAPD ↗
53
LANTERN WEALTH ADVISORS, LLC — added office(s): 2 -> 4 additional locations. IAPD ↗
53
STRATEGIC FINANCIAL PARTNERS, LTD — added office(s): 6 -> 7 additional locations. IAPD ↗
53
CENTRAL TRUST BANK — added office(s): 0 -> 3 additional locations. IAPD ↗
53
RALEIGH CAPITAL MANAGEMENT INC. — added office(s): 0 -> 1 additional locations. IAPD ↗
53
ADAMS ASHBY FINANCIAL ADVISORS — added office(s): 0 -> 1 additional locations. IAPD ↗
53
MCGLONE SUTTNER WEALTH MANAGEMENT, INC. — added office(s): 0 -> 1 additional locations. IAPD ↗
53
SLAGLE FINANCIAL, LLC. — added office(s): 8 -> 9 additional locations. IAPD ↗
53
BEAUMONT ASSET MANAGEMENT, LLC — added office(s): 2 -> 3 additional locations. IAPD ↗
53
CHERRY TREE WEALTH MANAGEMENT, LLC — added office(s): 0 -> 1 additional locations. IAPD ↗
53
ASSET ALLOCATION STRATEGIES, LLC — added office(s): 26 -> 28 additional locations. IAPD ↗
53
RESEARCH FINANCIAL STRATEGIES — added office(s): 6 -> 7 additional locations. IAPD ↗
53
RCM WEALTH ADVISORS — added office(s): 3 -> 4 additional locations. IAPD ↗
53
SOUTHLAND EQUITY PARTNERS, LLC. — added office(s): 15 -> 16 additional locations. IAPD ↗
53
SIMPLIFI, INC. — added office(s): 0 -> 1 additional locations. IAPD ↗
53
MMA ASSET MANAGEMENT LLC — added office(s): 2 -> 3 additional locations. IAPD ↗
53
EMPIRICAL ASSET MANAGEMENT, LLC — added office(s): 4 -> 6 additional locations. IAPD ↗
53
JT STRATFORD, LLC — added office(s): 3 -> 4 additional locations. IAPD ↗
53
KINGDOM FINANCIAL GROUP, LLC — added office(s): 1 -> 2 additional locations. IAPD ↗
53
COMPASS FINANCIAL MANAGEMENT LLC — added office(s): 7 -> 24 additional locations. IAPD ↗
53
MOUNTAIN CAPITAL INVESTMENT ADVISORS INC — added office(s): 3 -> 4 additional locations. IAPD ↗
53
UNITED CAPITAL MANAGEMENT OF KANSAS, INC. — added office(s): 8 -> 9 additional locations. IAPD ↗
53
SENSIBLE MONEY, LLC — added office(s): 4 -> 5 additional locations. IAPD ↗
53
INVESTOR FAN — added office(s): 10 -> 11 additional locations. IAPD ↗
53
HARVEST INVESTMENT SERVICES, LLC — added office(s): 9 -> 10 additional locations. IAPD ↗
53
BERNARD WEALTH MANAGEMENT CORP. — added office(s): 1 -> 2 additional locations. IAPD ↗
53
FSA INVESTMENT GROUP, LLC — added office(s): 6 -> 7 additional locations. IAPD ↗
53
DARWIN WEALTH MANAGEMENT — added office(s): 3 -> 4 additional locations. IAPD ↗
53
TCFG INVESTMENT ADVISORS, LLC — added office(s): 19 -> 21 additional locations. IAPD ↗
53
FULLCIRCLE WEALTH LLC — added office(s): 0 -> 1 additional locations. IAPD ↗
53
AXIS WEALTH PARTNERS, LLC — added office(s): 2 -> 3 additional locations. IAPD ↗
53
VANTAGE POINT WEALTH MANAGEMENT — added office(s): 5 -> 6 additional locations. IAPD ↗
53
ARMSTRONG DIXON — added office(s): 0 -> 1 additional locations. IAPD ↗
53
LECONTE WEALTH MANAGEMENT, LLC — added office(s): 0 -> 1 additional locations. IAPD ↗
53
LOGICA CAPITAL ADVISERS, LLC — added office(s): 1 -> 2 additional locations. IAPD ↗
53
SANCHEZ WEALTH MANAGEMENT GROUP, LLC — added office(s): 0 -> 1 additional locations. IAPD ↗
53
CAPITAL PLANNING, LLC — added office(s): 5 -> 6 additional locations. IAPD ↗
53
ALLIANCE WEALTH MANAGEMENT GROUP, LLC — added office(s): 3 -> 4 additional locations. IAPD ↗
53
MYSTIC ASSET MANAGEMENT — added office(s): 0 -> 1 additional locations. IAPD ↗
53
SEQUOIA WEALTH MANAGEMENT, LLC — added office(s): 10 -> 12 additional locations. IAPD ↗
53
FLOURISH WEALTH MANAGEMENT INC. — added office(s): 0 -> 1 additional locations. IAPD ↗
53
DIVERSIFIED FINANCIAL MANAGEMENT — added office(s): 0 -> 1 additional locations. IAPD ↗
53
LWM ADVISORY SERVICES, LLC — added office(s): 0 -> 2 additional locations. IAPD ↗
53
COTTAGE STREET ADVISORS — added office(s): 1 -> 2 additional locations. IAPD ↗
53
TYLER-STONE WEALTH MANAGEMENT, LLC — added office(s): 6 -> 7 additional locations. IAPD ↗
53
UPSTART WEALTH MANAGEMENT, LLC — added office(s): 3 -> 4 additional locations. IAPD ↗
53
COYLE CAPITAL, LLC — added office(s): 2 -> 3 additional locations. IAPD ↗
53
QUARTZ PARTNERS INVESTMENT MANAGEMENT — added office(s): 8 -> 9 additional locations. IAPD ↗
53
LEGACY WEALTH MANAGEMENT, LLC — added office(s): 6 -> 21 additional locations. IAPD ↗
53
TUCKER ASSET MANAGEMENT LLC — added office(s): 57 -> 60 additional locations. IAPD ↗
53
ALIGN IMPACT, LLC — added office(s): 2 -> 12 additional locations. IAPD ↗
53
CASTLE ROCK WEALTH MANAGEMENT, LLC — added office(s): 4 -> 5 additional locations. IAPD ↗
53
WILLIAM JOSEPH CAPITAL MANAGEMENT, INC. — added office(s): 21 -> 27 additional locations. IAPD ↗
53
EQUITA FINANCIAL NETWORK, INC. — added office(s): 14 -> 17 additional locations. IAPD ↗
53
KANEN WEALTH MANAGEMENT LLC — added office(s): 0 -> 1 additional locations. IAPD ↗
53
KINETIC INVESTMENT MANAGEMENT, INC. — added office(s): 12 -> 14 additional locations. IAPD ↗
53
PARADIGM WEALTH ADVISORY LLC — added office(s): 3 -> 4 additional locations. IAPD ↗
53
MARTIN WEALTH SOLUTIONS — added office(s): 1 -> 2 additional locations. IAPD ↗
53
WOODSTOCK WEALTH MANAGEMENT, INC. — added office(s): 23 -> 24 additional locations. IAPD ↗
53
DUET ADVISORY SERVICES LLC — added office(s): 3 -> 4 additional locations. IAPD ↗
53
PLUM STREET ADVISORS, LLC — added office(s): 1 -> 3 additional locations. IAPD ↗
53
CLARK ASSET MANAGEMENT, LLC — added office(s): 3 -> 4 additional locations. IAPD ↗
53
DONOGHUE FORLINES LLC — added office(s): 0 -> 2 additional locations. IAPD ↗
53
XYPN INVEST — added office(s): 17 -> 20 additional locations. IAPD ↗
53
MAYTECH GLOBAL INVESTMENTS — added office(s): 0 -> 1 additional locations. IAPD ↗
53
WHITAKER-MYERS WEALTH MANAGERS, LTD. — added office(s): 24 -> 27 additional locations. IAPD ↗
53
ALPHA BETA GAMMA WEALTH MANAGEMENT — added office(s): 1 -> 2 additional locations. IAPD ↗
53
INTEGRA GLOBAL ADVISORS LLC — added office(s): 0 -> 3 additional locations. IAPD ↗
53
FLORIDA FINANCIAL ADVISORS, LLC — added office(s): 10 -> 16 additional locations. IAPD ↗
53
INTEGRITY ADVISORY SOLUTIONS — added office(s): 13 -> 71 additional locations. IAPD ↗
53
PRACTICE FINANCIAL GROUP — added office(s): 5 -> 6 additional locations. IAPD ↗
53
BRIO FINANCIAL GROUP — added office(s): 1 -> 3 additional locations. IAPD ↗
53
PEAK PLANNING GROUP, LLC — added office(s): 2 -> 3 additional locations. IAPD ↗
53
FORTRESS PRIVATE LEDGER, LLC — added office(s): 4 -> 5 additional locations. IAPD ↗
53
THAYER PARTNERS LLC — added office(s): 4 -> 5 additional locations. IAPD ↗
53
CHICORY WEALTH — added office(s): 8 -> 10 additional locations. IAPD ↗
53
EQ WEALTH MANAGEMENT — added office(s): 5 -> 11 additional locations. IAPD ↗
53
INNEALTA CAPITAL — added office(s): 0 -> 1 additional locations. IAPD ↗
53
FIDELIS WEALTH ADVISORS — added office(s): 1 -> 2 additional locations. IAPD ↗
53
MAIA WEALTH — added office(s): 4 -> 7 additional locations. IAPD ↗
53
PRINCIPAL ADVISED SERVICES — added office(s): 46 -> 157 additional locations. IAPD ↗
53
VAN CLEMENS WEALTH MANAGEMENT, LLC — added office(s): 3 -> 5 additional locations. IAPD ↗
53
MARSJEWETT FINANCIAL GROUP — added office(s): 0 -> 1 additional locations. IAPD ↗
53
PGI WEALTH MANAGEMENT — added office(s): 5 -> 6 additional locations. IAPD ↗
53
Q CAPITAL SOLUTIONS — added office(s): 1 -> 2 additional locations. IAPD ↗
53
FINANCIAL TRANSPARENCY — added office(s): 11 -> 13 additional locations. IAPD ↗
53
SPECTRUM WEALTH ADVISORY GROUP, LLC — added office(s): 0 -> 1 additional locations. IAPD ↗
53
OPTIMA ASSET MANAGEMENT LLC — added office(s): 1 -> 2 additional locations. IAPD ↗
53
FIRST EAGLE SEPARATE ACCOUNT MANAGEMENT, LLC — added office(s): 2 -> 4 additional locations. IAPD ↗
53
SCHORN WEALTH — added office(s): 2 -> 3 additional locations. IAPD ↗
53
INVESTMENT RESEARCH PARTNERS — added office(s): 0 -> 3 additional locations. IAPD ↗
53
EAGLEBROOK ADVISORS — added office(s): 1 -> 2 additional locations. IAPD ↗
53
PRESIDIO CAPITAL MANAGEMENT, LLC — added office(s): 0 -> 2 additional locations. IAPD ↗
53
BURKHOLDER WEALTH MANAGEMENT — added office(s): 0 -> 1 additional locations. IAPD ↗
53
SYNERGY INVESTMENT MANAGEMENT LLC — added office(s): 3 -> 5 additional locations. IAPD ↗
53
CREEKMUR ASSET MANAGEMENT, LLC — added office(s): 3 -> 4 additional locations. IAPD ↗
53
HOXTON WEALTH USA LLC — added office(s): 3 -> 6 additional locations. IAPD ↗
53
LINDENWOLD ADVISORS INC. — added office(s): 0 -> 1 additional locations. IAPD ↗
53
OXLER PRIVATE WEALTH — added office(s): 2 -> 4 additional locations. IAPD ↗
53
THE KELLY GROUP — added office(s): 2 -> 3 additional locations. IAPD ↗
53
RISKBRIDGE ADVISORS, LLC — added office(s): 3 -> 4 additional locations. IAPD ↗
53
VENATOR MANAGEMENT LLC — added office(s): 0 -> 1 additional locations. IAPD ↗
53
BOS ASSET MANAGEMENT, LLC — added office(s): 2 -> 3 additional locations. IAPD ↗
53
CITY DIFFERENT INVESTMENTS — added office(s): 3 -> 4 additional locations. IAPD ↗
53
KERA CAPITAL PARTNERS — added office(s): 2 -> 3 additional locations. IAPD ↗
53
THEPARTNERS WEALTH MANAGEMENT — added office(s): 12 -> 17 additional locations. IAPD ↗
53
GLASSY MOUNTAIN ADVISORS, INC. — added office(s): 2 -> 9 additional locations. IAPD ↗
53
ENZI WEALTH — added office(s): 0 -> 1 additional locations. IAPD ↗
53
VANTAGE FINANCIAL PARTNERS, LLC — added office(s): 4 -> 5 additional locations. IAPD ↗
53
ALLOCATE MANAGEMENT COMPANY, LLC — added office(s): 0 -> 1 additional locations. IAPD ↗
53
STRATEGIC ADVOCATES, LLC — added office(s): 4 -> 5 additional locations. IAPD ↗
53
TRANSCE3ND LLC — added office(s): 12 -> 16 additional locations. IAPD ↗
53
UNIVERSAL FINANCIAL ADVISORS, LLC — added office(s): 0 -> 2 additional locations. IAPD ↗
53
APOLLON FINANCIAL, LLC — added office(s): 2 -> 5 additional locations. IAPD ↗
53
ATLAS FIDUCIARY SERVICES, INC. — added office(s): 0 -> 1 additional locations. IAPD ↗
53
SOLLINDA CAPITAL MANAGEMENT LLC — added office(s): 1 -> 7 additional locations. IAPD ↗
53
ONEASCENT FAMILY OFFICES — added office(s): 4 -> 5 additional locations. IAPD ↗
53
CRAFT & SAGE WEALTH — added office(s): 2 -> 3 additional locations. IAPD ↗
53
EAGLE WEALTH STRATEGIES — added office(s): 0 -> 1 additional locations. IAPD ↗
53
SECOND LINE CAPITAL, LLC — added office(s): 3 -> 4 additional locations. IAPD ↗
53
STENGER FAMILY OFFICE, LLC — added office(s): 1 -> 2 additional locations. IAPD ↗
53
CORNERSTONE ADVISORS LLC — added office(s): 3 -> 4 additional locations. IAPD ↗
53
BRIDGEPORT FINANCIAL SOLUTIONS — added office(s): 5 -> 8 additional locations. IAPD ↗
53
LEGACY WEALTH ADVISORS, LLC — added office(s): 0 -> 2 additional locations. IAPD ↗
53
TRIAD WEALTH PARTNERS, LLC — added office(s): 0 -> 9 additional locations. IAPD ↗
53
BBVA GLOBAL WEALTH ADVISORS, INC. — added office(s): 7 -> 9 additional locations. IAPD ↗
53
CURIO WEALTH, LLC — added office(s): 7 -> 8 additional locations. IAPD ↗
53
POTENTIA WEALTH — added office(s): 0 -> 1 additional locations. IAPD ↗
53
PLATFORM WEALTH ADVISORS — added office(s): 1 -> 2 additional locations. IAPD ↗
53
CRUX WEALTH ADVISORS — added office(s): 5 -> 6 additional locations. IAPD ↗
53
A&M PRIVATE WEALTH PARTNERS, LLC — added office(s): 3 -> 4 additional locations. IAPD ↗
53
PARKWOODS WEALTH PARTNERS, LLC — added office(s): 2 -> 4 additional locations. IAPD ↗
53
SHRIER WEALTH MANAGEMENT, LLC — added office(s): 0 -> 1 additional locations. IAPD ↗
50
NATIONWIDE SECURITIES, LLC — added office(s): 3 -> 11 additional locations. IAPD ↗
50
SYNDICATED CAPITAL, INC. — added office(s): 6 -> 8 additional locations. IAPD ↗
50
B.B. GRAHAM & COMPANY, INC. — added office(s): 8 -> 9 additional locations. IAPD ↗
50
SOUTHERN CAPITAL SERVICES INC — added office(s): 2 -> 3 additional locations. IAPD ↗
50
ROBBINS WEALTH MANAGEMENT — added office(s): 0 -> 3 additional locations. IAPD ↗
50
BEADELL A D INVESTMENT COUNSEL INC — added office(s): 0 -> 1 additional locations. IAPD ↗
50
BOYD FINANCIAL STRATEGIES, INC. — added office(s): 0 -> 1 additional locations. IAPD ↗
50
SCHLINDWEIN ASSOCIATES LLC — added office(s): 1 -> 2 additional locations. IAPD ↗
50
CORRADO ADVISORS, LLC — added office(s): 1 -> 3 additional locations. IAPD ↗
50
QUANTUM FINANCIAL ADVISORS INC — added office(s): 3 -> 5 additional locations. IAPD ↗
50
SPECTRUM ADVISORS, INC. — added office(s): 2 -> 4 additional locations. IAPD ↗
50
OVERRIDGE WEALTH ADVISORS — added office(s): 0 -> 1 additional locations. IAPD ↗
50
DECATUR CAPITAL MANAGEMENT, INC. — added office(s): 0 -> 1 additional locations. IAPD ↗
50
CAPSTONE WEALTH MANAGEMENT GROUP, LLC — added office(s): 0 -> 2 additional locations. IAPD ↗
50
DRAWBRIDGE CAPITAL — added office(s): 4 -> 5 additional locations. IAPD ↗
50
IKE CAPITAL, LLC — added office(s): 0 -> 1 additional locations. IAPD ↗
50
TURNER FINANCIAL GROUP, INC. — added office(s): 5 -> 6 additional locations. IAPD ↗
50
MZ CAPITAL, LLC — added office(s): 0 -> 1 additional locations. IAPD ↗
50
HAWKINS INVESTMENT COUNSEL, LLC — added office(s): 2 -> 3 additional locations. IAPD ↗
50
PARKS CAPITAL — added office(s): 0 -> 1 additional locations. IAPD ↗
50
COLOMB INVESTMENT MANAGEMENT COMPANY, LLC — added office(s): 2 -> 7 additional locations. IAPD ↗
50
STONECREST ADVISORS, INC. — added office(s): 8 -> 10 additional locations. IAPD ↗
50
AMIDON & PETERSEN FINANCIALS, LLC — added office(s): 1 -> 2 additional locations. IAPD ↗
50
PARKER FINANCIAL LLC — added office(s): 0 -> 1 additional locations. IAPD ↗
50
EQUITYCOMPASS INVESTMENT MANAGEMENT, LLC — added office(s): 4 -> 5 additional locations. IAPD ↗
50
KINGSBURY CAPITAL INVESTMENT ADVISORS LLC — added office(s): 6 -> 7 additional locations. IAPD ↗
50
VISTICA WEALTH ADVISORS, LLC — added office(s): 1 -> 2 additional locations. IAPD ↗
50
TEEPLE SNYDER NEWSOME WEALTH MANAGEMENT — added office(s): 7 -> 11 additional locations. IAPD ↗
50
LAIDLAW WEALTH MANAGEMENT LLC — added office(s): 2 -> 3 additional locations. IAPD ↗
50
THIRD SIGMA INVESTMENT ADVISORS LLC — added office(s): 0 -> 1 additional locations. IAPD ↗
50
GRADIENT ADVISORS, LLC — added office(s): 129 -> 153 additional locations. IAPD ↗
50
JONES & ASSOCIATES PREMIER FINANCIAL SOLUTIONS — added office(s): 0 -> 1 additional locations. IAPD ↗
50
QUEST 10 WEALTH BUILDERS, INC. — added office(s): 0 -> 5 additional locations. IAPD ↗
50
DESERT ROSE CAPITAL MANAGEMENT, INC. — added office(s): 4 -> 6 additional locations. IAPD ↗
50
THE ARCHER CONSULTING GROUP, LLC — added office(s): 1 -> 2 additional locations. IAPD ↗
50
ALEXANDER CAPITAL WEALTH MANAGEMENT LLC — added office(s): 16 -> 18 additional locations. IAPD ↗
50
SCHWAB WEALTH ADVISORY, INC. — added office(s): 67 -> 97 additional locations. IAPD ↗
50
CAPSTONE INVESTMENT GROUP — added office(s): 0 -> 1 additional locations. IAPD ↗
50
DONALIES FINANCIAL PLANNING, LLC — added office(s): 2 -> 4 additional locations. IAPD ↗
50
HORIZONS SUSTAINABLE FINANCIAL SERVICES, INC. — added office(s): 3 -> 5 additional locations. IAPD ↗
50
RIK SAYLOR FINANCIAL, INC. — added office(s): 1 -> 2 additional locations. IAPD ↗
50
PLANVISION, LLC — added office(s): 1 -> 4 additional locations. IAPD ↗
50
TFS ADVISORS, LLC — added office(s): 0 -> 1 additional locations. IAPD ↗
50
COHEN INVESTMENT ADVISORS, LLC — added office(s): 2 -> 3 additional locations. IAPD ↗
50
INVESTORS MOSAIC — added office(s): 0 -> 1 additional locations. IAPD ↗
50
MD FINANCIAL ADVISORS / VESTMENT FINANCIAL — added office(s): 0 -> 11 additional locations. IAPD ↗
50
HIPPOCRATIC FINANCIAL ADVISORS — added office(s): 1 -> 2 additional locations. IAPD ↗
50
PARADY WEALTH MANAGEMENT — added office(s): 0 -> 1 additional locations. IAPD ↗
50
EXCEED ADVISORY LLC — added office(s): 0 -> 1 additional locations. IAPD ↗
50
BIRCHVIEW CAPITAL, LP — added office(s): 0 -> 1 additional locations. IAPD ↗
50
MILLENNIAL ADVISERS, LLC. — added office(s): 4 -> 5 additional locations. IAPD ↗
50
YES WEALTH MANAGEMENT — added office(s): 2 -> 3 additional locations. IAPD ↗
50
MATHIS WEALTH MANAGEMENT — added office(s): 2 -> 3 additional locations. IAPD ↗
50
WRENNE FINANCIAL PLANNING LLC — added office(s): 5 -> 6 additional locations. IAPD ↗
50
ABBINGTON INVESTMENT GROUP, LLC — added office(s): 2 -> 3 additional locations. IAPD ↗
50
GUIDE WEALTH MANAGEMENT — added office(s): 0 -> 1 additional locations. IAPD ↗
50
TFG FINANCIAL ADVISORS, LLC — added office(s): 1 -> 2 additional locations. IAPD ↗
50
SIMMONS CAPITAL GROUP — added office(s): 1 -> 4 additional locations. IAPD ↗
50
TOUCHSTONE CAPITAL, INC. — added office(s): 1 -> 2 additional locations. IAPD ↗
50
FEDERAL PREP — added office(s): 1 -> 2 additional locations. IAPD ↗
50
GREAT HILL ADVISORY — added office(s): 0 -> 1 additional locations. IAPD ↗
50
ROOTED PLANNING GROUP — added office(s): 2 -> 5 additional locations. IAPD ↗
50
Q3 ADVISORS, LLC — added office(s): 7 -> 11 additional locations. IAPD ↗
50
RIDGELINE WEALTH ADVISORS, LLC. — added office(s): 1 -> 5 additional locations. IAPD ↗
50
DAVIMAN FINANCIAL, LLC — added office(s): 0 -> 1 additional locations. IAPD ↗
50
WEALTHUNITE ADVISORS, LLC — added office(s): 1 -> 2 additional locations. IAPD ↗
50
FISHER & WIENS WEALTH MANAGEMENT, LLC — added office(s): 0 -> 1 additional locations. IAPD ↗
50
ROBBINS FARLEY LLC — added office(s): 0 -> 1 additional locations. IAPD ↗
50
HERITAGE WEALTH PARTNERS, LLC — added office(s): 1 -> 2 additional locations. IAPD ↗
50
FBL WEALTH MANAGEMENT, LLC — added office(s): 162 -> 171 additional locations. IAPD ↗
50
EPIC WEALTH MANAGEMENT, LLC — added office(s): 0 -> 1 additional locations. IAPD ↗
50
MPI WEALTH MANAGEMENT LLC — added office(s): 0 -> 1 additional locations. IAPD ↗
50
ECIO, INC. — added office(s): 0 -> 7 additional locations. IAPD ↗
50
BLACK KNIGHT WEALTH MANAGEMENT, LLC — added office(s): 3 -> 4 additional locations. IAPD ↗
50
RAYLIANT INVESTMENT RESEARCH — added office(s): 0 -> 4 additional locations. IAPD ↗
50
BRIAN LOW FINANCIAL GROUP, LLC — added office(s): 2 -> 3 additional locations. IAPD ↗
50
ADVISOR SHARE WEALTH MANAGEMENT, LLC — added office(s): 21 -> 35 additional locations. IAPD ↗
50
CHANNEL INVESTMENT PARTNERS — added office(s): 1 -> 2 additional locations. IAPD ↗
50
SONOMA PRIVATE WEALTH LLC — added office(s): 0 -> 2 additional locations. IAPD ↗
50
TEAM WEALTH & TAX ADVISORS — added office(s): 0 -> 1 additional locations. IAPD ↗
50
PARK AVENUE INVESTMENT ADVISORY, LLC — added office(s): 8 -> 9 additional locations. IAPD ↗
50
HARTMANN TAYLOR WEALTH MANAGEMENT, LLC — added office(s): 0 -> 3 additional locations. IAPD ↗
50
INVESTED ADVISORS — added office(s): 0 -> 2 additional locations. IAPD ↗
50
TRANSCEND ADVISOR GROUP, LLC — added office(s): 1 -> 2 additional locations. IAPD ↗
50
THE WEALTHGARDEN F.S. LLC — added office(s): 2 -> 4 additional locations. IAPD ↗
50
INTEGRATED WEALTHCARE, LLC — added office(s): 0 -> 1 additional locations. IAPD ↗
50
J.M. ARBOUR, LLC — added office(s): 1 -> 2 additional locations. IAPD ↗
50
SKYBOUND WEALTH MANAGEMENT USA, LLC — added office(s): 2 -> 3 additional locations. IAPD ↗
50
INTEGRITY FINANCIAL ADVISORS, LLC — added office(s): 5 -> 6 additional locations. IAPD ↗
50
LAKE AVENUE FINANCIAL LLC — added office(s): 2 -> 3 additional locations. IAPD ↗
50
WINCAP FINANCIAL LLC — added office(s): 4 -> 5 additional locations. IAPD ↗
50
ARBOR PRIVATE WEALTH, LLC — added office(s): 0 -> 1 additional locations. IAPD ↗
50
TWIN CITY PRIVATE WEALTH, LLC — added office(s): 0 -> 1 additional locations. IAPD ↗
50
STREETBEAT LLC — added office(s): 0 -> 1 additional locations. IAPD ↗
50
NORMANDY INVESTMENT ADVISORS — added office(s): 4 -> 6 additional locations. IAPD ↗
50
FAMILY FINANCIAL — added office(s): 1 -> 2 additional locations. IAPD ↗
50
SENIOR TAX ADVISORY GROUP, INC. — added office(s): 0 -> 1 additional locations. IAPD ↗
50
IA NETWORK, LLC — added office(s): 2 -> 3 additional locations. IAPD ↗
50
ICW HOLDINGS, LLC — added office(s): 0 -> 1 additional locations. IAPD ↗
50
TABLEAUX WEALTH — added office(s): 0 -> 2 additional locations. IAPD ↗
50
ATHENA WEALTH MANAGEMENT, LLC — added office(s): 2 -> 4 additional locations. IAPD ↗
50
HALLSTATT ADVISORS L.P. — added office(s): 0 -> 1 additional locations. IAPD ↗
50
OXFORD WEALTH GROUP, LLC — added office(s): 5 -> 6 additional locations. IAPD ↗
50
RANGE ADVISORY, LLC — added office(s): 0 -> 1 additional locations. IAPD ↗
50
COINBASE ASSET MANAGEMENT, LLC — added office(s): 0 -> 2 additional locations. IAPD ↗
50
MOORE WEALTH — added office(s): 0 -> 1 additional locations. IAPD ↗
50
MAGNOLIA PRIVATE WEALTH, LLC — added office(s): 1 -> 2 additional locations. IAPD ↗
50
DIAZO, LLC — added office(s): 1 -> 2 additional locations. IAPD ↗
50
BROADSTREET GLOBAL ADVISORS, INC. — added office(s): 3 -> 4 additional locations. IAPD ↗
50
ONEWELTH INC — added office(s): 0 -> 1 additional locations. IAPD ↗
50
MDRN CAPITAL — added office(s): 9 -> 23 additional locations. IAPD ↗
50
COVINGTONALSINA — added office(s): 0 -> 1 additional locations. IAPD ↗
50
FINANCIAL MANAGEMENT ASSOCIATES, LLC — added office(s): 0 -> 1 additional locations. IAPD ↗
50
INDEX TECHNOLOGIES GROUP LLC — added office(s): 1 -> 2 additional locations. IAPD ↗
50
SPHINX INVESTMENTS LLC — added office(s): 0 -> 5 additional locations. IAPD ↗
50
SSB&T WEALTH MANAGEMENT, LLC — added office(s): 0 -> 1 additional locations. IAPD ↗
50
LYNK CAPITAL MANAGEMENT COMPANY, LLC — added office(s): 0 -> 1 additional locations. IAPD ↗
50
TORREN MANAGEMENT, LLC — added office(s): 1 -> 2 additional locations. IAPD ↗
50
QUANTCA FINANCIAL — added office(s): 0 -> 1 additional locations. IAPD ↗
50
ALTITUDE CAPITAL MANAGEMENT LLC — added office(s): 6 -> 15 additional locations. IAPD ↗
50
KILTER GROUP — added office(s): 4 -> 5 additional locations. IAPD ↗
50
SMART STEPS WEALTH MANAGEMENT LLC — added office(s): 4 -> 5 additional locations. IAPD ↗
50
CONCURRENT ASSET MANAGEMENT, LLC — added office(s): 0 -> 1 additional locations. IAPD ↗
50
ZERO DAY CAPITAL ENTERPRISES LLC — added office(s): 9 -> 12 additional locations. IAPD ↗
50
OUTRUNNER CAPITAL, LLC — added office(s): 3 -> 4 additional locations. IAPD ↗
50
TRUEHAVEN CAPITAL — added office(s): 0 -> 2 additional locations. IAPD ↗
50
SANDRO WEALTH MANAGEMENT LLC — added office(s): 2 -> 3 additional locations. IAPD ↗
50
ADVISIFI LLC — added office(s): 0 -> 3 additional locations. IAPD ↗
50
ROUTE 20 PRIVATE WEALTH INC. — added office(s): 0 -> 1 additional locations. IAPD ↗
50
YANDELL INVESTMENTS, LLC — added office(s): 0 -> 1 additional locations. IAPD ↗
50
GRP FINANCIAL SERVICES, LLC — added office(s): 0 -> 1 additional locations. IAPD ↗
50
CANDLESTICK AI — added office(s): 0 -> 1 additional locations. IAPD ↗
50
COQUINA PRIVATE WEALTH ADVISORS — added office(s): 3 -> 4 additional locations. IAPD ↗
50
TRUMAN WEALTH ADVISORS — added office(s): 0 -> 2 additional locations. IAPD ↗
50
EXCELSIOR ADVISOR NETWORK LLC — added office(s): 0 -> 2 additional locations. IAPD ↗
85
HACKMAN CAPITAL PARTNERS, LLC — (CULVER CITY, CA) is newly SEC-registered with $2.31B RAUM and 17 advisory reps. IAPD ↗fund
85
WAYSTONE ASSET MANAGEMENT (USA) LLC — (CHICAGO, IL) is newly SEC-registered (provisional 120-day approval) with $0 RAUM and 3 advisory reps. IAPD ↗institutional
85
C1 ADVISORS LLC — (PALO ALTO, CA) is newly SEC-registered (provisional 120-day approval) with $0 RAUM and 4 advisory reps. IAPD ↗institutional
85
VARIADIC LLC — (NEW YORK, NY) is newly SEC-registered (provisional 120-day approval) with $25.0M RAUM and 11 advisory reps. IAPD ↗institutional
85
SECONDMARKET FINANCIAL, LLC — (NEW YORK, NY) is newly SEC-registered (provisional 120-day approval) with $0 RAUM and 1 advisory reps. IAPD ↗institutional
85
LATTIS MANAGEMENT LP — (NEW YORK, NY) is newly SEC-registered (provisional 120-day approval) with $0 RAUM and 2 advisory reps. IAPD ↗institutional
85
AUDAX PDB MANAGEMENT COMPANY, LLC — (NEW YORK, NY) is newly SEC-registered (provisional 120-day approval) with $0 RAUM and 71 advisory reps. IAPD ↗institutional
85
MOZAYYX MANAGEMENT LLC — (AUSTIN, TX) is newly SEC-registered (provisional 120-day approval) with $0 RAUM and 2 advisory reps. IAPD ↗institutional
85
FREMEN CAPITAL — (STAMFORD, CT) is newly SEC-registered (provisional 120-day approval) with $0 RAUM and 1 advisory reps. IAPD ↗institutional
85
CAIRD INVESTMENTS — (DALLAS, TX) is newly SEC-registered (provisional 120-day approval) with $0 RAUM and 4 advisory reps. IAPD ↗institutional
85
BLACK LAKE INVESTMENTS LLC — (SHOREWOOD, MN) is newly SEC-registered (provisional 120-day approval) with $0 RAUM and 1 advisory reps. IAPD ↗institutional
85
CIBRA CAPITAL LLC — (NEW YORK, NY) is newly SEC-registered (provisional 120-day approval) with $0 RAUM and 2 advisory reps. IAPD ↗institutional
85
FBMC RETIREMENT SOLUTIONS, LLC — (TALLAHASSEE, FL) is newly SEC-registered (provisional 120-day approval) with $0 RAUM and 1 advisory reps. IAPD ↗institutional
85
DERBY LANE — (location n/a) is newly SEC-registered (provisional 120-day approval) with $0 RAUM and 1 advisory reps. IAPD ↗institutional
85
GARNET CREDIT MANAGEMENT LLC — (NEW YORK, NY) is newly SEC-registered (provisional 120-day approval) with $0 RAUM and 3 advisory reps. IAPD ↗institutional
85
SIMPLEADVISORY LLC — (GARDEN CITY, NY) is newly SEC-registered (provisional 120-day approval) with $0 RAUM and 2 advisory reps. IAPD ↗institutional
85
ASPEN RENEWABLE INVESTMENTS, L.L.C. — (NEW YORK, NY) is newly SEC-registered with $1.02B RAUM and 6 advisory reps. IAPD ↗fund
85
REPOWER HOLDINGS LLP — (DOVER, DE) is newly SEC-registered (provisional 120-day approval) with $0 RAUM and 5 advisory reps. IAPD ↗institutional
85
2E CAPITAL PARTNERS LP — (NEW YORK, NY) is newly SEC-registered (provisional 120-day approval) with $0 RAUM and 3 advisory reps. IAPD ↗institutional
85
DARWINS RIVER CAPITAL — (NEW YORK, NY) is newly SEC-registered (provisional 120-day approval) with $0 RAUM and 3 advisory reps. IAPD ↗institutional
85
TIAA WEALTH INVESTMENT MANAGEMENT LLC — (NEW YORK, NY) is newly SEC-registered with $0 RAUM and 1 advisory reps. IAPD ↗institutional
85
THREE FIFTY EIGHT INVESTMENT GROUP, LLC — (location n/a) is newly SEC-registered (provisional 120-day approval) with $0 RAUM and 2 advisory reps. IAPD ↗institutional
85
ROYALTY PHARMA MANAGER, LLC — (NEW YORK, NY) is newly SEC-registered with $0 RAUM and 0 advisory reps. IAPD ↗institutional
85
AMPLIUS ASSET MANAGEMENT, LLC — (BLUE BELL, PA) is newly SEC-registered with $0 RAUM and 8 advisory reps. IAPD ↗institutional
85
SEABURY CAPITAL MANAGEMENT LLC — (NEW YORK, NY) is newly SEC-registered (provisional 120-day approval) with $0 RAUM and 6 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
ROYALTY PHARMA SUB-MANAGER, LLC — (NEW YORK, NY) is newly SEC-registered with $0 RAUM and 0 advisory reps. IAPD ↗institutional
85
85
SMA CAPITAL LLC — (STAMFORD, CT) is newly SEC-registered (provisional 120-day approval) with $0 RAUM and 4 advisory reps. IAPD ↗institutional
85
SAVA CAPITAL LLC — (DORADO, PR) is newly SEC-registered (provisional 120-day approval) with $0 RAUM and 1 advisory reps. IAPD ↗institutional
85
PANTHEON INFRA ADVISORS, LLC — (SAN FRANCISCO, CA) is newly SEC-registered with $0 RAUM and 4 advisory reps. IAPD ↗institutional
83
TELESCOPE PARTNERS LLC — (SAN FRANCISCO, CA) is newly SEC-registered with $819.7M RAUM and 7 advisory reps. IAPD ↗fund
83
4D ADVISORS, LLC — (REDONDO BEACH, CA) is newly SEC-registered with $262.2M RAUM and 2 advisory reps. IAPD ↗fund
83
VELOCITY CAPITAL MANAGEMENT LLC — (NEW YORK, NY) is newly SEC-registered with $256.4M RAUM and 7 advisory reps. IAPD ↗fund
83
10 EAST PARTNERS LLC — (NEW YORK, NY) is newly SEC-registered with $253.4M RAUM and 6 advisory reps. IAPD ↗fund
83
ONE BOW RIVER ADVISERS, LLC. — (COLORADO SPRINGS, CO) is newly SEC-registered with $519.0M RAUM and 8 advisory reps. IAPD ↗fund
83
BROADVIEW MANAGEMENT, LLC — (ST. LOUIS, MO) is newly SEC-registered with $335.0M RAUM and 12 advisory reps. IAPD ↗fund
80
WOODLOCK HOUSE FAMILY CAPITAL — (location n/a) is newly SEC-registered with $189.9M RAUM and 1 advisory reps. IAPD ↗fund
80
ALTRIARCH ASSET MANAGEMENT, LLC — (CHARLESTON, SC) is newly SEC-registered with $163.6M RAUM and 5 advisory reps. IAPD ↗fund
80
PROSPERA FUNDS, INC. — (ISLE OF PALMS, SC) is newly SEC-registered (provisional 120-day approval) with $0 RAUM and 2 advisory reps. IAPD ↗fund
80
EREZ ASSET MANAGEMENT, LLC — (NEW ROCHELLE, NY) is newly SEC-registered with $30.1M RAUM and 1 advisory reps. IAPD ↗fund
80
M37 MANAGEMENT LP — (MENLO PARK, CA) is newly SEC-registered with $232.6M RAUM and 4 advisory reps. IAPD ↗fund
80
TOWNSHIP CAPITAL, LLC — (WEST PALM BEACH, FL) is newly SEC-registered (provisional 120-day approval) with $80.8M RAUM and 6 advisory reps. IAPD ↗fund
80
SABA LT, LP — (NEW YORK, NY) is newly SEC-registered with $178.4M RAUM and 6 advisory reps. IAPD ↗fund
80
PEACHTREE GROUP — (ATLANTA, GA) is newly SEC-registered with $155.7M RAUM and 68 advisory reps. IAPD ↗fund
80
COASTLANDS CAPITAL LP — (location n/a) is newly SEC-registered (provisional 120-day approval) with $0 RAUM and 1 advisory reps. IAPD ↗fund
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ALPINVEST PRIVATE EQUITY INVESTMENT MANAGEMENT, LLC — grew from 92 to 106 advisory reps. IAPD ↗institutional
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BLACKSTONE ALTERNATIVE INVESTMENT ADVISORS LLC — grew from 98 to 108 advisory reps. IAPD ↗institutional
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BLUE OWL ALTERNATIVE CREDIT ADVISORS II LLC — grew from 170 to 210 advisory reps. IAPD ↗institutional
70
VINVA INVESTMENT MANAGEMENT — (SYDNEY, NSW, Australia) is newly SEC-registered with $14.67B RAUM and 15 advisory reps. IAPD ↗foreign
69
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BROOKFIELD ASSET MGMT PRIVATE INST CAPITAL ADVISER (CREDIT), LLC — grew from 1175 to 1219 advisory reps. IAPD ↗fund
68
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68
ASTARIS CAPITAL MANAGEMENT LLP — (LONDON, United Kingdom) is newly SEC-registered with $721.0M RAUM and 5 advisory reps. IAPD ↗foreign
68
INTERNATIONAL MONEY MATTERS PVT LTD — (BANGALORE, KARNATAKA, India) is newly SEC-registered with $311.6M RAUM and 21 advisory reps. IAPD ↗foreign
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SILVER POINT SPECIALTY CREDIT FUND MANAGEMENT, LLC — grew from 103 to 109 advisory reps. IAPD ↗institutional
66
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SIXTH STREET LENDING PARTNERS ADVISERS, LLC — reported RAUM up 171% ($3.14B -> $8.51B). IAPD ↗institutional
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DRAGON CAPITAL MANAGEMENT (HK) LIMITED — (CENTRAL, Hong Kong) is newly SEC-registered with $95.8M RAUM and 1 advisory reps. IAPD ↗foreign
65
65
TAULA CAPITAL MANAGEMENT (DIFC) LTD — (DUBAI, United Arab Emirates) is newly SEC-registered (provisional 120-day approval) with $0 RAUM and 3 advisory reps. IAPD ↗foreign
65
HIGHGATE GROUP USA INC. — (MONTREAL, QUEBEC, Canada) is newly SEC-registered with $0 RAUM and 3 advisory reps. IAPD ↗foreign
65
SYGNUS CAPITAL SL LIMITED — (CASTRIES, Saint Lucia) is newly SEC-registered with $0 RAUM and 2 advisory reps. IAPD ↗foreign
65
Q WEALTH USA INC. — (TORONTO, ONTARIO, Canada) is newly SEC-registered with $0 RAUM and 1 advisory reps. IAPD ↗foreign
65
65
VENICE CAPITAL LLC — (SAO PAULO, Brazil) is newly SEC-registered with $0 RAUM and 2 advisory reps. IAPD ↗foreign
65
ALAMUT CAPITAL — (TORONTO, Canada) is newly SEC-registered with $0 RAUM and 1 advisory reps. IAPD ↗foreign
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PACIFIC AVENUE CAPITAL PARTNERS MANAGEMENT COMPANY LLC — grew from 18 to 27 advisory reps. IAPD ↗fund
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SUSTAINABLE INSIGHT CAPITAL MANAGEMENT, LLC — reported RAUM up 87% ($173.6M -> $324.1M). IAPD ↗institutional
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DRC INVESTMENT ADVISORS, LLC — 's provisional registration is now fully approved. IAPD ↗institutional
63
ERIC M FLANAGAN TRADING, LLC — 's provisional registration is now fully approved. IAPD ↗institutional
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INSTITUTIONAL CAPITAL MANAGEMENT, INC. — crossed $500M in regulatory AUM ($497.0M -> $584.0M). IAPD ↗institutional
60
CONNING INVESTMENT PRODUCTS, INC. — crossed $500M in regulatory AUM ($486.5M -> $517.7M). IAPD ↗institutional
60
OLD GLORY ASSET MANAGEMENT LLC — crossed $500M in regulatory AUM ($460.0M -> $568.6M). IAPD ↗institutional
60
LYONROSS CAPITAL MANAGEMENT, LLC — crossed $500M in regulatory AUM ($466.3M -> $642.3M). IAPD ↗institutional
60
60
AETNA ASSET ADVISORS, LLC — crossed $500M in regulatory AUM ($313.2M -> $733.6M). IAPD ↗institutional
60
BOFCAL ASSET MANAGEMENT INC. — crossed $500M in regulatory AUM ($184.0M -> $797.6M). IAPD ↗institutional
60
NEWFRONT RETIREMENT SERVICES, INC. — crossed $500M in regulatory AUM ($366.8M -> $649.3M). IAPD ↗institutional
60
60
MAIN MANAGEMENT FUND ADVISORS, LLC — crossed $500M in regulatory AUM ($370.5M -> $582.1M). IAPD ↗institutional
60
DOMAIN TIMBER ADVISORS, LLC — crossed $500M in regulatory AUM ($443.4M -> $597.7M). IAPD ↗institutional
60
1WS CAPITAL ADVISORS, LLC — crossed $500M in regulatory AUM ($266.0M -> $561.0M). IAPD ↗institutional
60
CELERES CAPITAL ADVISORS, LLC — crossed $500M in regulatory AUM ($486.0M -> $611.4M). IAPD ↗institutional
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NEXANNUITY ASSET MANAGEMENT, L.P. — crossed $500M in regulatory AUM ($421.2M -> $600.4M). IAPD ↗institutional
60
POLYMER CAPITAL MANAGEMENT (US), LLC — crossed $500M in regulatory AUM ($130.4M -> $802.5M). IAPD ↗institutional
60
60
ACADEMY ASSET MANAGEMENT — crossed $500M in regulatory AUM ($188.6M -> $598.4M). IAPD ↗institutional
60
OHA PRIVATE CREDIT ADVISORS II, L.P. — crossed $500M in regulatory AUM ($495.2M -> $659.3M). IAPD ↗institutional
60
SG TRADING SOLUTIONS, LLC — crossed $500M in regulatory AUM ($207.8M -> $535.2M). IAPD ↗institutional
60
KENNEDY LEWIS CAPITAL HOLDINGS LLC — crossed $500M in regulatory AUM ($454.3M -> $869.6M). IAPD ↗institutional
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WILLOW TREE CAPITAL CORP ADVISORS LLC — crossed $500M in regulatory AUM ($310.3M -> $744.4M). IAPD ↗institutional
60
SOUND POINT MERIDIAN MANAGEMENT COMPANY LLC — crossed $500M in regulatory AUM ($2 -> $553.3M). IAPD ↗institutional
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BLACKSTONE STRATEGIC CAPITAL ADVISORS, L.L.C. — reported RAUM up 82% ($10.58B -> $19.21B). IAPD ↗fund
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BAM CREDIT AND INSURANCE SOLUTIONS ADVISOR LLC — reported RAUM up 167% ($34.50B -> $92.25B). IAPD ↗fund
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WISDOMTREE DIGITAL MANAGEMENT, INC. — reported RAUM up 581% ($18.9M -> $129.0M). IAPD ↗institutional
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US INNOVATIVE TECHNOLOGY CAPITAL MANAGEMENT, LLC — reported RAUM up 80% ($2.37B -> $4.26B). IAPD ↗fund
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CAZ INVESTMENTS REGISTERED ADVISER LLC — reported RAUM up 239% ($53.0M -> $179.9M). IAPD ↗institutional
60
MUZINICH DIRECT LENDING ADVISER, LLC — reported RAUM up 10108074% ($1,000 -> $101.1M). IAPD ↗institutional
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PRIORITY SENIOR SECURED INCOME MANAGEMENT, LLC — grew from 7 to 9 advisory reps. IAPD ↗institutional
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HYPATIA CAPITAL MANAGEMENT LLC — 's provisional registration is now fully approved. IAPD ↗institutional
60
GEMCORP CAPITAL ADVISORS LLC — 's provisional registration is now fully approved. IAPD ↗institutional
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IDIRECT PRIVATE CREDIT ADVISORS LLC — 's provisional registration is now fully approved. IAPD ↗institutional
60
60
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EAGLE POINT ENHANCED INCOME MANAGEMENT LLC — reported RAUM up 75% ($52.1M -> $91.1M). IAPD ↗institutional
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QUANTECH SOLUTION PARTNERS NORTH AMERICA INC. — reported RAUM up 50% ($197.1M -> $296.1M). IAPD ↗institutional
58
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SEMINAL FOOD AND NUTRITION INVESTMENTS, LLC — reported RAUM up 114% ($167.5M -> $358.4M). IAPD ↗fund
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CYPRESS POINT INVESTMENT MANAGEMENT LP — 's provisional registration is now fully approved. IAPD ↗fund
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56
CALVERT IMPACT ADVISORY SERVICES, LLC — reported RAUM up 57% ($111.3M -> $174.6M). IAPD ↗institutional
56
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55
NEWPORT INVESTMENT MANAGEMENT, LLC — crossed $500M in regulatory AUM ($473.5M -> $582.6M). IAPD ↗fund
55
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PARLIAMENT CAPITAL MANAGEMENT, LLC — crossed $500M in regulatory AUM ($318.4M -> $955.0M). IAPD ↗fund
55
MAVERICK REAL ESTATE PARTNERS LLC — crossed $500M in regulatory AUM ($474.5M -> $684.4M). IAPD ↗fund
55
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55
MACQUARIE ASSET MANAGEMENT CREDIT ADVISERS US, LLC — crossed $500M in regulatory AUM ($450.0M -> $750.0M). IAPD ↗fund
55
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CITYMARK CAPITAL MANAGEMENT COMPANY LLC — crossed $500M in regulatory AUM ($463.2M -> $563.6M). IAPD ↗fund
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SER CAPITAL PARTNERS MANAGEMENT, LP — crossed $500M in regulatory AUM ($471.4M -> $676.8M). IAPD ↗fund
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FRIENDS & FAMILY CAPITAL MANAGEMENT, LLC — crossed $500M in regulatory AUM ($335.1M -> $504.6M). IAPD ↗fund
55
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55
ALTERNATIVE CAPITAL FUND MANAGEMENT LLC — crossed $500M in regulatory AUM ($393.7M -> $830.5M). IAPD ↗fund
55
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COMMUNITY US FUND MANAGEMENT, INC. — crossed $500M in regulatory AUM ($350.8M -> $557.6M). IAPD ↗fund
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TRINITY INVESTORS FUND ADVISORS, LLC — crossed $500M in regulatory AUM ($492.2M -> $572.3M). IAPD ↗fund
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GREY ROCK MANAGEMENT PARTNERS IV, LLC — crossed $500M in regulatory AUM ($384.5M -> $733.1M). IAPD ↗fund
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55
GENERATE CAPITAL ADVISORS, PB LLC — crossed $500M in regulatory AUM ($100.0M -> $755.0M). IAPD ↗fund
55
SATOR GROVE MANAGEMENT COMPANY, LLC — crossed $500M in regulatory AUM ($448.3M -> $685.2M). IAPD ↗fund
55
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POLUS CAPITAL MANAGEMENT (US) INC. — crossed $500M in regulatory AUM ($400.0M -> $508.4M). IAPD ↗fund
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LORD ABBETT PRIVATE CREDIT ADVISOR LLC — crossed $500M in regulatory AUM ($320.2M -> $844.7M). IAPD ↗fund
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COMMUNITY DEVELOPMENT FUND ADVISORS, LLC — reported RAUM up 54% ($133.9M -> $206.1M). IAPD ↗institutional
55
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55
CNL STRATEGIC CAPITAL MANAGEMENT, LLC — reported RAUM up 27% ($1.01B -> $1.29B). IAPD ↗institutional
55
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55
LEVINE LEICHTMAN STRATEGIC CAPITAL, LLC — reported RAUM up 27% ($1.01B -> $1.29B). IAPD ↗institutional
55
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EFG ASSET MANAGEMENT (NORTH AMERICA) CORP — reported RAUM up 40% ($533.0M -> $743.8M). IAPD ↗institutional
55
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SCHRODER INVESTMENT MANAGEMENT NORTH AMERICA LTD — grew from 317 to 430 advisory reps. IAPD ↗foreign
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55
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BROOKFIELD ASSET MANAGEMENT PIC ADVISER (PRIVATE EQUITY), L.P. — grew from 1175 to 1219 advisory reps. IAPD ↗foreign
55
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55
GOLDMAN SACHS ASSET MANAGEMENT (SINGAPORE) PTE. LTD. — grew from 30 to 46 advisory reps. IAPD ↗foreign
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COALESCENCE PARTNERS INVESTMENT MANAGEMENT LP — reported RAUM up 58% ($206.4M -> $326.6M). IAPD ↗fund
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PARADIGM PARTNERS CAPITAL MANAGEMENT — reported RAUM up 25% ($548.0M -> $687.3M). IAPD ↗institutional
53
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HILLCREST CREDIT AND INCOME FUND II MANAGER, LLC — reported RAUM up 47% ($282.0M -> $414.9M). IAPD ↗fund
52
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M.D. SASS-MACQUARIE FINANCIAL STRATEGIES MANAGEMENT COMPANY, LLC — grew from 1 to 3 advisory reps. IAPD ↗fund
52
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CHAMONIX PARTNERS CAPITAL MANAGEMENT LLC — reported RAUM up 34% ($108.5M -> $145.2M). IAPD ↗institutional
51
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50
CARLYLE GLOBAL CREDIT INVESTMENT MANAGEMENT L.L.C. — reported RAUM up 26% ($46.76B -> $58.97B). IAPD ↗fund
50
50
50
50
50
50
50
50
50
50
50
FRUGAL FINANCIAL RETIREMENT PLAN SERVICES, LLC — reported RAUM up 25% ($136.3M -> $170.7M). IAPD ↗institutional
50
50
50
50
50
50
50
50
50
50
50
50
50
50
50
50
50
50
50
50
50
50
50
50
50
50
50
50
50
50
50
50
50
50
50
50
50
50
50
50
50
PACIFIC AVENUE CAPITAL PARTNERS MANAGEMENT COMPANY LLC — reported RAUM up 26% ($1.08B -> $1.36B). IAPD ↗fund
50
50
50
50
50
50
50
50
50
50
50
50
50
50
50
50
50
PRAXIS INVESTMENT MANAGEMENT, INC. — EVERENCE CAPITAL MANAGEMENT, INC. is now doing business as . IAPD ↗institutional
50
50
50
THE INFORMED MOMENTUM COMPANY LLC — EAM INVESTORS, LLC is now doing business as . IAPD ↗institutional
50
PTMA INVESTMENT ADVISORS — PUBLIC TRUST ADVISORS, LLC is now doing business as . IAPD ↗institutional
50
CERITY PARTNERS RETIREMENT PLAN CONSULTANTS — CERITY PARTNERS RETIREMENT PLAN ADVISORS is now doing business as . IAPD ↗institutional
50
IMPACTASSETS CAPITAL PARTNERS PB LLC — IMPACTASSETS CAPITAL PARTNERS PBLLC is now doing business as . IAPD ↗institutional
50
49
49
49
49
49
49
49
49
49
49
49
49
49
49
49
49
49
49
49
49
49
49
49
49
49
49
49
49
49
48
48
48
48
48
48
48
48
48
48
48
48
48
48
48
48
48
48
48
48
48
48
48
48
48
48
48
48
48
48
48
48
48
48
48
48
48
48
MERCER ADVISORS PRIVATE ASSET MANAGEMENT, INC. — reported RAUM up 44% ($41.0M -> $59.0M). IAPD ↗fund
48
48
48
48
47
47
47
47
47
47
47
47
47
47
47
46
46
46
46
46
46
46
46
46
46
46
46
46
46
46
46
46
46
46
46
46
BOSERA ASSET MANAGEMENT (INTERNATIONAL) CO., LIMITED — grew from 11 to 17 advisory reps. IAPD ↗foreign
46
46
46
45
45
45
45
45
45
CHINA ASSET MANAGEMENT (HONG KONG) LIMITED — reported RAUM up 78% ($7.17B -> $12.75B). IAPD ↗foreign
45
45
45
45
45
45
45
45
45
45
45
45
45
45
TAULA CAPITAL MANAGEMENT (JERSEY) LIMITED — reported RAUM up 111% ($75.87B -> $160.37B). IAPD ↗foreign
45
45
45
45
45
45
45
45
45
45
45
45
45
45
45
45
45
GUGGENHEIM FUNDS DISTRIBUTORS, LLC — added office(s): 1 -> 2 additional locations. IAPD ↗institutional
45
45
TIAA-CREF INVESTMENT MANAGEMENT LLC — added office(s): 14 -> 19 additional locations. IAPD ↗institutional
45
45
45
INTERCONTINENTAL REAL ESTATE CORPORATION — added office(s): 10 -> 12 additional locations. IAPD ↗institutional
45
45
45
45
45
ARES CAPITAL MANAGEMENT II LLC — added office(s): 17 -> 22 additional locations. IAPD ↗institutional
45
45
45
45
CERITY PARTNERS RETIREMENT PLAN CONSULTANTS — added office(s): 17 -> 19 additional locations. IAPD ↗institutional
45
MONROE CAPITAL BDC ADVISORS, LLC — added office(s): 0 -> 5 additional locations. IAPD ↗institutional
45
45
BLACKSTONE CREDIT BDC ADVISORS LLC — added office(s): 11 -> 12 additional locations. IAPD ↗institutional
45
LIMEKILN REAL ESTATE INVESTMENT MANAGEMENT, LP — added office(s): 0 -> 1 additional locations. IAPD ↗institutional
45
BNY MELLON ETF INVESTMENT ADVISER, LLC — added office(s): 1 -> 2 additional locations. IAPD ↗institutional
45
NEWTON INVESTMENT MANAGEMENT NORTH AMERICA — added office(s): 2 -> 3 additional locations. IAPD ↗institutional
45
ELDRIDGE STRUCTURED CREDIT ADVISERS, LLC — added office(s): 1 -> 5 additional locations. IAPD ↗institutional
45
SILVER POINT SPECIALTY CREDIT FUND MANAGEMENT, LLC — added office(s): 7 -> 8 additional locations. IAPD ↗institutional
45
45
45
45
45
SARATOGA CAPITAL MANAGEMENT, LLC — SARATOGA CAPITAL MANAGEMENT,LLC is now doing business as . IAPD ↗institutional
45
HIGGINBOTHAM RETIREMENT ADVISORS, INC. — MBG RETIREMENT is now doing business as . IAPD ↗institutional
45
FIVE ARROWS MANAGERS NORTH AMERICA LLC — ROTHSCHILD & CO CREDIT MANAGEMENT (NORTH AMERICA) is now doing business as . IAPD ↗fund
45
45
45
45
45
45
45
45
45
ABL WEALTH ADVISORS, LLC — LONGEVITY WEALTH ADVISORS, LLC is now doing business as . IAPD ↗institutional
45
45
BUENA CAPITAL ADVISORS D/B/A IVY INVEST — BUENA CAPITAL ADVISORS LLC is now doing business as . IAPD ↗institutional
45
45
44
44
44
44
44
44
43
43
43
43
43
43
J. SAFRA SARASIN ASSET MANAGEMENT (NORTH AMERICA) LTD — grew from 3 to 8 advisory reps. IAPD ↗foreign
43
43
M FINANCIAL INVESTMENT ADVISERS INC — added office(s): 0 -> 1 additional locations. IAPD ↗institutional
43
43
43
43
ICAPITAL REGISTERED FUND ADVISER LLC — added office(s): 0 -> 1 additional locations. IAPD ↗institutional
43
POLYMER CAPITAL MANAGEMENT (US), LLC — added office(s): 0 -> 1 additional locations. IAPD ↗institutional
43
43
43
43
42
42
42
42
42
42
42
40
40
40
GRATICULE ASIA MACRO ADVISORS LLC — crossed $500M in regulatory AUM ($270.6M -> $682.3M). IAPD ↗foreign
40
40
40
TREZ CAPITAL FUND MANAGEMENT LIMITED PARTNERSHIP — crossed $500M in regulatory AUM ($415.7M -> $515.4M). IAPD ↗foreign
40
GRATICULE ASSET MANAGEMENT ASIA PTE. LTD. — crossed $500M in regulatory AUM ($270.6M -> $682.3M). IAPD ↗foreign
40
40
40
40
40
NINE MASTS CAPITAL ADVISERS LLC — crossed $500M in regulatory AUM ($100.0M -> $508.7M). IAPD ↗foreign
40
40
40
40
40
40
40
40
40
40
40
40
40
40
40
40
40
40
40
40
40
40
40
40
40
40
40
40
40
40
BLACKSTONE CREDIT SYSTEMATIC STRATEGIES LLC — added office(s): 2 -> 3 additional locations. IAPD ↗fund
40
40
BLACKSTONE REAL ESTATE ADVISORS EUROPE L.P. — added office(s): 10 -> 13 additional locations. IAPD ↗fund
40
40
40
40
BLACKSTONE ALTERNATIVE CREDIT ADVISORS LP — added office(s): 11 -> 12 additional locations. IAPD ↗fund
40
40
40
40
40
40
40
40
40
40
BROOKFIELD ASSET MANAGEMENT PIC US, LLC — added office(s): 41 -> 44 additional locations. IAPD ↗fund
40
40
40
LOMBARD ODIER ASSET MANAGEMENT (USA) CORP — added office(s): 4 -> 7 additional locations. IAPD ↗fund
40
40
40
40
40
40
40
40
40
40
40
40
40
40
40
40
40
40
40
40
40
40
40
40
40
40
40
ENCORE HOUSING OPPORTUNITY FUND INVESTMENT MANAGER, LLC — added office(s): 1 -> 3 additional locations. IAPD ↗fund
40
40
40
40
40
40
40
KIMMERIDGE ENERGY MANAGEMENT COMPANY, LLC — added office(s): 1 -> 2 additional locations. IAPD ↗fund
40
40
40
40
40
40
40
40
40
40
40
40
40
40
40
40
40
40
40
40
40
40
40
40
40
40
40
40
PHOENIX INTERNATIONAL INVESTMENTS LLC — added office(s): 1 -> 2 additional locations. IAPD ↗institutional
40
PRETIUM RESIDENTIAL CREDIT MANAGEMENT, LLC — added office(s): 2 -> 3 additional locations. IAPD ↗fund
40
40
40
40
40
40
40
40
40
40
ADVENT GLOBAL OPPORTUNITIES MANAGEMENT LLC — added office(s): 0 -> 1 additional locations. IAPD ↗fund
40
40
40
COMMUNITY DEVELOPMENT FUND ADVISORS, LLC — added office(s): 0 -> 1 additional locations. IAPD ↗institutional
40
40
40
40
40
40
40
40
40
40
40
40
40
40
40
GOLDENTREE ASSET MANAGEMENT CREDIT ADVISOR LLC — added office(s): 1 -> 2 additional locations. IAPD ↗institutional
40
40
DIGITALBRIDGE INVESTMENT MANAGEMENT, LLC — added office(s): 9 -> 10 additional locations. IAPD ↗fund
40
40
40
AQUARIAN HOLDINGS INVESTMENT MANAGEMENT LLC — added office(s): 0 -> 1 additional locations. IAPD ↗fund
40
40
40
40
40
40
40
BLUE OWL CREDIT PRIVATE FUND ADVISORS LLC — added office(s): 3 -> 6 additional locations. IAPD ↗fund
40
40
40
40
40
40
40
40
40
40
40
40
40
40
40
40
40
40
40
40
40
40
40
40
40
40
40
BLUE OWL TECHNOLOGY CREDIT ADVISORS II LLC — added office(s): 3 -> 6 additional locations. IAPD ↗fund
40
40
BLACKSTONE PRIVATE INVESTMENTS ADVISORS L.L.C. — added office(s): 0 -> 1 additional locations. IAPD ↗fund
40
40
40
40
40
40
40
40
BLACKSTONE PRIVATE CREDIT STRATEGIES LLC — added office(s): 11 -> 12 additional locations. IAPD ↗fund
40
BUENA CAPITAL ADVISORS D/B/A IVY INVEST — added office(s): 0 -> 1 additional locations. IAPD ↗institutional
40
40
GID MULTIFAMILY INVESTMENT MANAGEMENT LLC — added office(s): 4 -> 5 additional locations. IAPD ↗fund
40
40
40
40
40
40
40
40
40
BLUE OWL ALTERNATIVE CREDIT ADVISORS II LLC — added office(s): 2 -> 6 additional locations. IAPD ↗institutional
40
40
40
40
39
HSBC GLOBAL ASSET MANAGEMENT (HONG KONG) LIMITED — reported RAUM up 47% ($87.57B -> $128.35B). IAPD ↗foreign
39
39
39
39
39
JPMORGAN ASSET MANAGEMENT (ASIA PACIFIC) LIMITED — reported RAUM up 48% ($85.54B -> $126.66B). IAPD ↗foreign
39
38
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38
38
38
38
38
38
38
38
38
38
38
38
38
38
38
38
38
38
38
38
38
38
38
38
COALESCENCE PARTNERS INVESTMENT MANAGEMENT LP — added office(s): 0 -> 1 additional locations. IAPD ↗fund
38
FIRST CITIZENS INSTITUTIONAL ASSET MANAGEMENT, LLC — added office(s): 1 -> 3 additional locations. IAPD ↗fund
38
38
TURNBRIDGE RE FUND MANAGEMENT COMPANY I LLC — added office(s): 2 -> 3 additional locations. IAPD ↗fund
38
38
38
38
38
38
38
38
38
38
38
38
38
38
38
38
SEMINAL FOOD AND NUTRITION INVESTMENTS, LLC — added office(s): 1 -> 2 additional locations. IAPD ↗fund
38
OGCI CLIMATE INVESTMENTS MANAGEMENT COMPANY (USA), LLC — added office(s): 0 -> 2 additional locations. IAPD ↗fund
38
38
38
38
38
38
38
37
37
37
37
37
37
37
37
37
37
36
HSBC GLOBAL ASSET MANAGEMENT (UK) LIMITED — reported RAUM up 31% ($160.70B -> $210.25B). IAPD ↗foreign
36
36
36
36
36
36
36
36
COMPLUS ASSET MANAGEMENT (SINGAPORE) PTE. LTD. — reported RAUM up 32% ($4.07B -> $5.35B). IAPD ↗foreign
36
36
35
35
35
35
35
35
35
BOSERA ASSET MANAGEMENT (INTERNATIONAL) CO., LIMITED — reported RAUM up 26% ($10.82B -> $13.60B). IAPD ↗foreign
35
GORDIAN CAPITAL SINGAPORE PRIVATE LIMITED — reported RAUM up 29% ($11.89B -> $15.30B). IAPD ↗foreign
35
35
35
BLACKSTONE REAL ESTATE ADVISORS IV L.L.C. — added office(s): 10 -> 12 additional locations. IAPD ↗fund
35
35
35
35
35
35
RECURRING CAPITAL MANAGEMENT COMPANY, LLC — added office(s): 0 -> 1 additional locations. IAPD ↗fund
35
35
35
35
35
35
35
35
35
35
35
35
35
35
35
34
33
30
30
25
25
25
25
25
25
CBRE INVESTMENT MANAGEMENT INFRASTRUCTURE INC. — added office(s): 1 -> 2 additional locations. IAPD ↗foreign
25
BLACKROCK ASSET MANAGEMENT NORTH ASIA LIMITED — added office(s): 0 -> 1 additional locations. IAPD ↗foreign
25
25
25
REDDING RIDGE ASSET MANAGEMENT (UK) LLP — added office(s): 4 -> 5 additional locations. IAPD ↗foreign
25
25
BLACKSTONE IRELAND FUND MANAGEMENT LIMITED — added office(s): 3 -> 4 additional locations. IAPD ↗foreign
25
25
25
25
23
23
23
LORNE STEINBERG WEALTH MANAGEMENT INC. — added office(s): 1 -> 2 additional locations. IAPD ↗foreign
23
NAVI INTL-ADMINISTRADORA E GESTORA DE RECURSOS FINANCEIROS LTDA. — added office(s): 0 -> 1 additional locations. IAPD ↗foreign
20
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.