CRM — August 2025
CRM vendors and the consultants who implement them (Salesforce FSC, Wealthbox, Redtail, Practifi).
379 firms opened this window in the August 2025 SEC roster: 182 new registration, 119 new office, 29 rename, 27 headcount up, 12 aum up, 7 planning started, 3 aum crossed 500m.
95
MONEY MANAGERS INC — (SAN ANTONIO, TX) is newly SEC-registered with $123.2M RAUM and 4 advisory reps. IAPD ↗
95
DEWITT CAPITAL MANAGEMENT — (COLLEGEVILLE, PA) is newly SEC-registered with $110.9M RAUM and 3 advisory reps. IAPD ↗
95
ANDERSON GRIGGS INVESTMENTS — (ROCK HILL, SC) is newly SEC-registered with $120.3M RAUM and 3 advisory reps. IAPD ↗
95
MILLENIA FINANCIAL PARTNERS, LLC — (location n/a) is newly SEC-registered with $115.8M RAUM and 1 advisory reps. IAPD ↗
95
FORTUNE FINANCIAL GROUP, INC. — (GLEN ELLYN, IL) is newly SEC-registered with $107.0M RAUM and 3 advisory reps. IAPD ↗
95
THE STEWARDSHIP CENTER, INC. — (location n/a) is newly SEC-registered with $135.1M RAUM and 2 advisory reps. IAPD ↗
95
JJSA ADVISORS, LTD. — (VIRGINIA BEACH, VA) is newly SEC-registered with $127.9M RAUM and 2 advisory reps. IAPD ↗
95
MARATHON STRATEGIC ADVISORS, LLC — (PITTSBURGH, PA) is newly SEC-registered with $130.4M RAUM and 1 advisory reps. IAPD ↗
95
FORREST FINANCIAL SERVICES — (WINDSOR HEIGHTS, IA) is newly SEC-registered with $127.0M RAUM and 2 advisory reps. IAPD ↗
95
THE JENKINS GROUP — (ALBANY, GA) is newly SEC-registered with $220.7M RAUM and 3 advisory reps. IAPD ↗
95
NEW ENGLAND SCHOONER, INC. — (PEABODY, MA) is newly SEC-registered with $130.8M RAUM and 4 advisory reps. IAPD ↗
95
FIVE SEASONS FINANCIAL PLANNING LLC — (SALT LAKE CITY, UT) is newly SEC-registered with $109.3M RAUM and 1 advisory reps. IAPD ↗
95
ARGENT WEALTH MANAGEMENT, INC. — (ROUND ROCK, TX) is newly SEC-registered with $137.8M RAUM and 2 advisory reps. IAPD ↗
95
LIBERTY ASSET MANAGEMENT — (ALLENTOWN, PA) is newly SEC-registered with $106.2M RAUM and 5 advisory reps. IAPD ↗
95
PEAK AMERICAN INVESTMENT ADVISORS, INC. — (PLANO, TX) is newly SEC-registered with $100.4M RAUM and 11 advisory reps. IAPD ↗
95
MASONBORO ADVISORS — (WILMINGTON, NC) is newly SEC-registered with $155.9M RAUM and 7 advisory reps. IAPD ↗
95
SIDOXIA CAPITAL MANAGEMENT, LLC — (NEWPORT BEACH, CA) is newly SEC-registered with $126.7M RAUM and 2 advisory reps. IAPD ↗
95
THE SHERRY GROUP, INC. — (MOUNTAIN HOME, AR) is newly SEC-registered with $111.9M RAUM and 3 advisory reps. IAPD ↗
95
STRUCTURED WEALTH MANAGEMENT, INC. — (TOLEDO, OH) is newly SEC-registered with $169.0M RAUM and 2 advisory reps. IAPD ↗
95
CRESCENT CITY RETIREMENT GROUP — (METAIRIE, LA) is newly SEC-registered with $109.0M RAUM and 1 advisory reps. IAPD ↗
95
SKYLINE FINANCIAL NORTHWEST — (PORTLAND, OR) is newly SEC-registered with $111.3M RAUM and 2 advisory reps. IAPD ↗
95
THE CARROLL GROUP, INC. — (location n/a) is newly SEC-registered with $133.7M RAUM and 1 advisory reps. IAPD ↗
95
AMERICAN COMMUNITY WEALTH MANAGEMENT, LLC — (CRYSTAL LAKE, IL) is newly SEC-registered with $115.9M RAUM and 4 advisory reps. IAPD ↗
95
GROSS DOMESTIC PRODUCT, INC — (location n/a) is newly SEC-registered with $119.7M RAUM and 1 advisory reps. IAPD ↗
95
ASCENDOR WEALTH, LLC — (WILMINGTON, NC) is newly SEC-registered with $116.8M RAUM and 5 advisory reps. IAPD ↗
95
BISON INVESTMENT ADVISORS, LLC — (THE WOODLANDS, TX) is newly SEC-registered with $140.1M RAUM and 2 advisory reps. IAPD ↗
95
ICOM ADVISORS, LLC — (location n/a) is newly SEC-registered with $123.4M RAUM and 4 advisory reps. IAPD ↗
95
TKC WEALTH MANAGEMENT LLC — (DALLAS, TX) is newly SEC-registered with $121.8M RAUM and 5 advisory reps. IAPD ↗
95
MCGUIRE CAPITAL ADVISORS, INC. — (BETHANY, OK) is newly SEC-registered with $116.1M RAUM and 4 advisory reps. IAPD ↗
95
PUREWATER CAPITAL, LLC — (FORT WORTH, TX) is newly SEC-registered with $111.6M RAUM and 3 advisory reps. IAPD ↗
95
NORTHERN LIGHTS ADVISORS, INC. — (SEATTLE, WA) is newly SEC-registered with $131.7M RAUM and 3 advisory reps. IAPD ↗
95
ARBOR WEALTH MANAGEMENT, LLC — (TEMPE, AZ) is newly SEC-registered with $107.3M RAUM and 2 advisory reps. IAPD ↗
95
PACIFIC EXCEL WEALTH ADVISORS, INC. — (WALNUT CREEK, CA) is newly SEC-registered with $0 RAUM and 1 advisory reps. IAPD ↗
95
BRIDGE FINANCIAL PLANNING, LLC — (location n/a) is newly SEC-registered with $93.3M RAUM and 2 advisory reps. IAPD ↗
95
ARK ROYAL WEALTH MANAGEMENT LLC — (RALEIGH, NC) is newly SEC-registered with $139.3M RAUM and 3 advisory reps. IAPD ↗
95
RENAISSANCE ADVISORS — (RIDGELAND, MS) is newly SEC-registered with $147.6M RAUM and 2 advisory reps. IAPD ↗
95
SONNET, LLC — (SPRING, TX) is newly SEC-registered with $117.5M RAUM and 4 advisory reps. IAPD ↗
95
BIREME CAPITAL, LLC — (ROCKVILLE, MD) is newly SEC-registered with $168.4M RAUM and 2 advisory reps. IAPD ↗
95
GRANADA WEALTH MANAGEMENT, LLC — (DAVIDSON, NC) is newly SEC-registered with $151.1M RAUM and 1 advisory reps. IAPD ↗
95
ANTIGRAVITY INVESTMENTS — (location n/a) is newly SEC-registered with $520,030 RAUM and 2 advisory reps. IAPD ↗
95
SECURE WEALTH, INC. — (BOCA RATON, FL) is newly SEC-registered with $113.0M RAUM and 3 advisory reps. IAPD ↗
95
OLIVE STREET CAPITAL PARTNERS LLC — (LOS ANGELES, CA) is newly SEC-registered with $145.3M RAUM and 1 advisory reps. IAPD ↗
95
LEXINGTON HILL PARTNERS, LLC — (DALLAS, TX) is newly SEC-registered with $170.7M RAUM and 5 advisory reps. IAPD ↗
95
LEGACY FINANCIAL ADVISORS — (location n/a) is newly SEC-registered with $115.8M RAUM and 3 advisory reps. IAPD ↗
95
TRUE BLUE FINANCIAL, LLC — (STEVENSVILLE, MI) is newly SEC-registered with $193.7M RAUM and 4 advisory reps. IAPD ↗
95
STRATEGIC ADVISORY PARTNERS — (GREENSBORO, NC) is newly SEC-registered with $124.3M RAUM and 3 advisory reps. IAPD ↗
95
M2G VENTURES LLC — (FORT WORTH, TX) is newly SEC-registered with $156.2M RAUM and 15 advisory reps. IAPD ↗
95
LYON WEALTH ADVISORS — (CHARLOTTE, NC) is newly SEC-registered with $198.4M RAUM and 3 advisory reps. IAPD ↗
95
MICA CREEK CAPITAL LLC — (STEAMBOAT SPRINGS, CO) is newly SEC-registered with $169.8M RAUM and 2 advisory reps. IAPD ↗
95
BUENWEALTH — (MIAMI, FL) is newly SEC-registered with $0 RAUM and 1 advisory reps. IAPD ↗
95
STONEBRIAR WEALTH, LLC — (LEHI, UT) is newly SEC-registered with $100.0M RAUM and 4 advisory reps. IAPD ↗
95
RIDGEGATE ADVISORS, LLC — (ENGLEWOOD, CO) is newly SEC-registered with $0 RAUM and 7 advisory reps. IAPD ↗
95
LEGACY WEALTH ADVISOR LLC — (LYNCHBURG, VA) is newly SEC-registered with $0 RAUM and 1 advisory reps. IAPD ↗
95
SHARP WEALTH MANAGEMENT — (SPRINGFIELD, MO) is newly SEC-registered with $0 RAUM and 1 advisory reps. IAPD ↗
95
OAKWORTH ASSET MANAGEMENT, LLC — (BIRMINGHAM, AL) is newly SEC-registered with $0 RAUM and 15 advisory reps. IAPD ↗
95
CEDAR COVE WEALTH PARTNERS — (BLOOMINGTON, MN) is newly SEC-registered with $0 RAUM and 11 advisory reps. IAPD ↗
95
CROSSGEN WEALTH LLC — (GREENVILLE, NC) is newly SEC-registered with $0 RAUM and 2 advisory reps. IAPD ↗
95
INTEGRATIVE PLANNING, INC. — (CORNELIUS, NC) is newly SEC-registered with $0 RAUM and 2 advisory reps. IAPD ↗
95
TRITONPOINT CAPITAL, LLC — (CHEVY CHASE, MD) is newly SEC-registered with $0 RAUM and 2 advisory reps. IAPD ↗
95
INTER ADVISORS LLC — (MIAMI, FL) is newly SEC-registered with $0 RAUM and 6 advisory reps. IAPD ↗
95
ACHIEVE RETIREMENT & WEALTH MANAGEMENT, LLC — (RIDGEFIELD, CT) is newly SEC-registered with $0 RAUM and 1 advisory reps. IAPD ↗
95
CIO CAPITAL GROUP LLC — (NEW YORK, NY) is newly SEC-registered with $0 RAUM and 1 advisory reps. IAPD ↗
95
HANOVER SQUARE WEALTH ADVISORS LLC — (location n/a) is newly SEC-registered with $0 RAUM and 1 advisory reps. IAPD ↗
95
PRIVATE WEALTH CONSULTING, LLC — (location n/a) is newly SEC-registered with $0 RAUM and 4 advisory reps. IAPD ↗
95
SIMCO FINANCIAL — (CANANDAIGUA, NY) is newly SEC-registered with $0 RAUM and 1 advisory reps. IAPD ↗
95
ELEVATE WEALTH MANAGEMENT — (SHERIDAN, WY) is newly SEC-registered with $0 RAUM and 3 advisory reps. IAPD ↗
95
WALDO.AI, INC. — (NEW HAVEN, CT) is newly SEC-registered with $0 RAUM and 2 advisory reps. IAPD ↗
95
Z3 CAPITAL PARTNERS — (RICHMOND, VA) is newly SEC-registered with $0 RAUM and 2 advisory reps. IAPD ↗
95
LAUREL OAK WEALTH MANAGEMENT, LLC — (MARLTON, NJ) is newly SEC-registered with $0 RAUM and 11 advisory reps. IAPD ↗
95
1330 ADVISORS, LLC — (ST. PETERSBURG, FL) is newly SEC-registered with $0 RAUM and 1 advisory reps. IAPD ↗
95
ROY INVESTMENT ADVISORS — (LANCASTER, PA) is newly SEC-registered with $0 RAUM and 5 advisory reps. IAPD ↗
95
MEADOWBROOK ADVISORS LLC — (MARSHFIELD, MA) is newly SEC-registered with $0 RAUM and 3 advisory reps. IAPD ↗
95
MONSON WEALTH MANAGEMENT LLC — (location n/a) is newly SEC-registered with $0 RAUM and 1 advisory reps. IAPD ↗
95
N FINANCIAL PLANS — (HUNTINGTON, NY) is newly SEC-registered with $0 RAUM and 1 advisory reps. IAPD ↗
95
ALLOCATOR SOLUTIONS, LLC — (ST LOUIS, MO) is newly SEC-registered with $0 RAUM and 1 advisory reps. IAPD ↗
95
NERD WALLET WEALTH PARTNERS — (NEW YORK, NY) is newly SEC-registered with $213.4M RAUM and 4 advisory reps. IAPD ↗
95
MAVS WEALTH MANAGEMENT GROUP, LLC — (ST. PETERSBURG, FL) is newly SEC-registered with $0 RAUM and 1 advisory reps. IAPD ↗
95
SKM WEALTH MANAGEMENT, LLC — (location n/a) is newly SEC-registered with $0 RAUM and 1 advisory reps. IAPD ↗
95
MACCO FINANCIAL GROUP, INC. — (GREEN BAY, WI) is newly SEC-registered with $0 RAUM and 4 advisory reps. IAPD ↗
95
STONE LOFT WEALTH MANAGEMENT LLC — (location n/a) is newly SEC-registered with $0 RAUM and 1 advisory reps. IAPD ↗
95
ARDEN GLOBAL FAMILY OFFICES LLC — (PALO ALTO, CA) is newly SEC-registered with $0 RAUM and 1 advisory reps. IAPD ↗
95
ASCENSION ADVISORS — (SCOTTSDALE, AZ) is newly SEC-registered with $0 RAUM and 1 advisory reps. IAPD ↗
95
DUCERE WEALTH MANAGEMENT — (NEWPORT BEACH, CA) is newly SEC-registered with $0 RAUM and 2 advisory reps. IAPD ↗
95
TALKABOUTHEALTH DBA ADVIZMO — (location n/a) is newly SEC-registered with $0 RAUM and 1 advisory reps. IAPD ↗
95
ROTHWELL INVESTMENT ADVISORS — (SALEM, MA) is newly SEC-registered with $0 RAUM and 2 advisory reps. IAPD ↗
95
ENDURING WEALTH MANAGEMENT, LLC — (MERIDIAN, ID) is newly SEC-registered with $0 RAUM and 1 advisory reps. IAPD ↗
95
ARAGON FAMILY OFFICE LLC — (HOMEWOOD, AL) is newly SEC-registered with $0 RAUM and 2 advisory reps. IAPD ↗
95
LEGACY ROAD LLC — (location n/a) is newly SEC-registered with $0 RAUM and 1 advisory reps. IAPD ↗
85
FOCUS PARTNERS WEALTH, LLC — grew from 980 to 1050 advisory reps. IAPD ↗
82
ONEPOINT BFG WEALTH PARTNERS — grew from 84 to 96 advisory reps. IAPD ↗
80
FORT WASHINGTON INVESTMENT ADVISORS INC — now offers financial planning (Item 5G(1)). IAPD ↗
79
APELLA WEALTH — grew from 44 to 53 advisory reps. IAPD ↗
78
CENTRICA WEALTH MANAGEMENT — now offers financial planning (Item 5G(1)). IAPD ↗
77
GAMCO ASSET MANAGEMENT INC. — grew from 39 to 46 advisory reps. IAPD ↗
75
THEPARTNERS WEALTH MANAGEMENT — grew from 22 to 29 advisory reps. IAPD ↗
75
SIMS INVESTMENT MANAGEMENT LLC — now offers financial planning (Item 5G(1)). IAPD ↗
75
EUDAIMONIA ASSET MANAGEMENT, LLC — now offers financial planning (Item 5G(1)). IAPD ↗
75
GLOBAL PREDICTIONS INC — now offers financial planning (Item 5G(1)). IAPD ↗
75
BRAYPARK WEALTH MANAGEMENT — now offers financial planning (Item 5G(1)). IAPD ↗
73
DIGITAL WEALTH PARTNERS — reported RAUM up 183% ($130.2M -> $368.0M). IAPD ↗
73
BALANCE WEALTH — reported RAUM up 86% ($187.6M -> $348.4M). IAPD ↗
73
SINGER WEALTH ADVISORS LLC — grew from 11 to 16 advisory reps. IAPD ↗
73
DIGITAL WEALTH PARTNERS — grew from 2 to 7 advisory reps. IAPD ↗
72
SANTA BARBARA MANAGEMENT — grew from 2 to 6 advisory reps. IAPD ↗
71
JOURNEY WEALTH MANAGEMENT — grew from 14 to 17 advisory reps. IAPD ↗
70
BENIN MANAGEMENT CORP — crossed $500M in regulatory AUM ($488.7M -> $521.0M). IAPD ↗
70
DYNAMIC TRADING MANAGEMENT, LLC. — reported RAUM up 100% ($51.5M -> $103.2M). IAPD ↗
70
CADENT CAPITAL ADVISORS, LLC — grew from 8 to 10 advisory reps. IAPD ↗
70
HOHIMER WEALTH MANAGEMENT, LLC — grew from 8 to 10 advisory reps. IAPD ↗
70
ASA ASSET MANAGEMENT LLC — grew from 1 to 6 advisory reps. IAPD ↗
69
HAMPTON ROCK WEALTH MANAGEMENT — grew from 1 to 5 advisory reps. IAPD ↗
68
GFG SOLUTIONS — grew from 6 to 9 advisory reps. IAPD ↗
67
STOREHOUSE FINANCIAL LLC — grew from 3 to 5 advisory reps. IAPD ↗
67
FARNAM FINANCIAL — grew from 2 to 4 advisory reps. IAPD ↗
67
PCB CAPITAL LLC — grew from 1 to 3 advisory reps. IAPD ↗
67
PUBLIC ADVISORS LLC — grew from 1 to 3 advisory reps. IAPD ↗
67
NEW HORIZONS WEALTH MANAGEMENT — grew from 2 to 4 advisory reps. IAPD ↗
67
AGP FRANKLIN, LLC — grew from 2 to 4 advisory reps. IAPD ↗
67
BRAYPARK WEALTH MANAGEMENT — grew from 1 to 3 advisory reps. IAPD ↗
66
RHODES INVESTMENT ADVISORS, INC. — reported RAUM up 41% ($266.2M -> $376.3M). IAPD ↗
65
RIVERBEND CAPITAL ADVISORS, LLC — reported RAUM up 36% ($605.4M -> $820.5M). IAPD ↗
63
CANTATA WEALTH MANAGEMENT, LLC — reported RAUM up 45% ($45.4M -> $65.7M). IAPD ↗
60
KEYSTONE WEALTH ADVISORS, INCORPORATED — reported RAUM up 29% ($147.8M -> $191.4M). IAPD ↗
60
JFG FAMILY OFFICE — JOHNSON FINANCIAL GROUP LLC is now doing business as . IAPD ↗
60
CURI CAPITAL, LLC — CURI RMB CAPITAL, LLC is now doing business as . IAPD ↗
60
MACQUARIE WEALTH ADVISERS, LLC — CENTRAL PARK ADVISERS, LLC is now doing business as . IAPD ↗
60
FLORENCE CAPITAL ADVISORS, LLC — FLORENCE CAPITAL ADVISORS, LP is now doing business as . IAPD ↗
60
ONEPOINT BFG WEALTH PARTNERS — BLEAKLEY FINANCIAL GROUP, LLC is now doing business as . IAPD ↗
60
ICAPITAL GLOBAL ALTERNATIVES, LLC — CITI GLOBAL ALTERNATIVES, LLC is now doing business as . IAPD ↗
58
CHJ WEALTH MANAGEMENT — CARLTON, HOFFERKAMP AND JENKS WEALTH MANAGEMENT, LLC is now doing business as . IAPD ↗
58
VELTRIA ADVISORS CORP. — ASB CONSULTORES, LLC is now doing business as . IAPD ↗
55
JANUS HENDERSON INVESTORS — added office(s): 4 -> 5 additional locations. IAPD ↗
55
GAMCO ASSET MANAGEMENT INC. — added office(s): 5 -> 6 additional locations. IAPD ↗
55
F L PUTNAM INVESTMENT MANAGEMENT CO. — added office(s): 11 -> 12 additional locations. IAPD ↗
55
TCI WEALTH ADVISORS, INC. — added office(s): 5 -> 6 additional locations. IAPD ↗
55
MASLOW WEALTH ADVISORS — added office(s): 1 -> 2 additional locations. IAPD ↗
55
COMPASS CAPITAL MANAGEMENT INC — added office(s): 0 -> 1 additional locations. IAPD ↗
55
CONSOLIDATED PORTFOLIO REVIEW CORP — added office(s): 25 -> 26 additional locations. IAPD ↗
55
AA FINANCIAL ADVISORS, LLC — added office(s): 5 -> 6 additional locations. IAPD ↗
55
THE RETIREMENT PLANNING GROUP, LLC — added office(s): 7 -> 9 additional locations. IAPD ↗
55
VERSANT CAPITAL MANAGEMENT, INC. — added office(s): 1 -> 2 additional locations. IAPD ↗
55
ELEVATION POINT WEALTH PARTNERS, LLC — added office(s): 6 -> 7 additional locations. IAPD ↗
55
PARALLEL ADVISORS, LLC — added office(s): 18 -> 19 additional locations. IAPD ↗
55
FIRST PACIFIC ADVISORS, LP — added office(s): 11 -> 12 additional locations. IAPD ↗
55
BIP WEALTH, LLC — added office(s): 2 -> 3 additional locations. IAPD ↗
55
PURE FINANCIAL ADVISORS, LLC — added office(s): 11 -> 12 additional locations. IAPD ↗
55
FORUM FINANCIAL MANAGEMENT, LP — added office(s): 49 -> 50 additional locations. IAPD ↗
55
ARCHFORD CAPITAL STRATEGIES, LLC — added office(s): 2 -> 3 additional locations. IAPD ↗
55
MOTLEY FOOL WEALTH MANAGEMENT, LLC — added office(s): 6 -> 8 additional locations. IAPD ↗
55
NORTHROCK PARTNERS, LLC — added office(s): 9 -> 16 additional locations. IAPD ↗
55
RMR WEALTH BUILDERS, INC. — added office(s): 23 -> 24 additional locations. IAPD ↗
55
MCADAM LLC — added office(s): 70 -> 71 additional locations. IAPD ↗
55
APELLA WEALTH — added office(s): 19 -> 23 additional locations. IAPD ↗
55
ISTHMUS PARTNERS, LLC — added office(s): 0 -> 1 additional locations. IAPD ↗
55
ONE WEALTH MAP, LLC — added office(s): 5 -> 7 additional locations. IAPD ↗
55
EVOKE ADVISORS — added office(s): 4 -> 5 additional locations. IAPD ↗
55
T.ROWE PRICE INVESTMENT MANAGEMENT, INC. — added office(s): 4 -> 5 additional locations. IAPD ↗
55
HOMRICH BERG — added office(s): 9 -> 10 additional locations. IAPD ↗
55
CONCURRENT INVESTMENT ADVISORS, LLC — added office(s): 28 -> 29 additional locations. IAPD ↗
55
ARIS INVESTING — added office(s): 0 -> 1 additional locations. IAPD ↗
55
TOPSAIL WEALTH MANAGEMENT LLC — added office(s): 0 -> 1 additional locations. IAPD ↗
55
WWM ADVISORY INC. — JEFFREY CHARLES LLOYD WOLMAN is now doing business as . IAPD ↗
55
TEEPLE SNYDER NEWSOME WEALTH & TAX MANAGEMENT — TEEPLE SNYDER NEWSOME WEALTH MANAGEMENT is now doing business as . IAPD ↗
55
NOVADIUS WEALTH MANAGEMENT — THE ETF STORE, INC. is now doing business as . IAPD ↗
55
DWV ADVISORS, LLC — BASCOMB MADISON & JAMES CAPITAL MANAGEMENT is now doing business as . IAPD ↗
55
FULCRUM WEALTH MANAGEMENT — FULCRUM EQUITY MANAGEMENT, LLC is now doing business as . IAPD ↗
55
CRAFT WEALTH SERVICES — CRAFT ASSET MANAGEMENT is now doing business as . IAPD ↗
55
DELTA WEALTH ADVISORS LLC — DELTA WEALTH ADVISORS, LLC is now doing business as . IAPD ↗
55
CIBEST CAPITAL ADVISORY SERVICES LLC — BANCOLOMBIA CAPITAL ADVISERS LLC is now doing business as . IAPD ↗
55
PUBLIC ADVISORS LLC — . is now doing business as PUBLIC ADVISORS LLC. IAPD ↗
55
KINGSMAN WEALTH MANAGEMENT INC. — KINGSMAN WEALTH MANAGEMENT is now doing business as . IAPD ↗
55
STONE WALL FINANCIAL — GROUP LLC is now doing business as STONE WALL FINANCIAL. IAPD ↗
55
EAGLE'S CREST ADVISORS, LLC — EAGLE'S NEST ADVISORS, LLC is now doing business as . IAPD ↗
55
PROPER WEALTH — PW ADVISORS is now doing business as . IAPD ↗
53
WESTERN FINANCIAL CORPORATION — added office(s): 0 -> 1 additional locations. IAPD ↗
53
TOBIAS FINANCIAL ADVISORS — added office(s): 5 -> 6 additional locations. IAPD ↗
53
WHELAN FINANCIAL — added office(s): 0 -> 1 additional locations. IAPD ↗
53
RUGGAARD & ASSOCIATES — added office(s): 2 -> 3 additional locations. IAPD ↗
53
RAINEY & RANDALL WEALTH ADVISORS, INC. — added office(s): 0 -> 1 additional locations. IAPD ↗
53
CAMBRIDGE FINANCIAL GROUP, LLC — added office(s): 0 -> 1 additional locations. IAPD ↗
53
NORTHEAST PLANNING ASSOCIATES, INC. — added office(s): 32 -> 33 additional locations. IAPD ↗
53
DAI WEALTH, LLC — added office(s): 11 -> 12 additional locations. IAPD ↗
53
SECURE ASSET MANAGEMENT, L.L.C. — added office(s): 23 -> 26 additional locations. IAPD ↗
53
VISIONARY HORIZONS, LLC — added office(s): 6 -> 7 additional locations. IAPD ↗
53
BLUEPRINT INVESTING LLC — added office(s): 1 -> 2 additional locations. IAPD ↗
53
PARADIEM, LLC — added office(s): 2 -> 3 additional locations. IAPD ↗
53
A.G. CAMPBELL ADVISORY, LLC — added office(s): 1 -> 2 additional locations. IAPD ↗
53
TRUNORTH CAPITAL MANAGEMENT, LLC — added office(s): 1 -> 2 additional locations. IAPD ↗
53
KERBERROSE WEALTH MANAGEMENT, LLC — added office(s): 5 -> 6 additional locations. IAPD ↗
53
SCHULZ WEALTH, LTD. — added office(s): 1 -> 2 additional locations. IAPD ↗
53
KINETIC INVESTMENT MANAGEMENT, INC. — added office(s): 14 -> 16 additional locations. IAPD ↗
53
WALLACE HART CAPITAL MANAGEMENT — added office(s): 0 -> 1 additional locations. IAPD ↗
53
FINANCIAL SERVICES OF AMERICA ADVISORS — added office(s): 1 -> 2 additional locations. IAPD ↗
53
TALON PRIVATE WEALTH, LLC — added office(s): 12 -> 13 additional locations. IAPD ↗
53
JOURNEY WEALTH MANAGEMENT — added office(s): 0 -> 1 additional locations. IAPD ↗
53
HOHIMER WEALTH MANAGEMENT, LLC — added office(s): 1 -> 2 additional locations. IAPD ↗
53
LANDING POINT FINANCIAL GROUP — added office(s): 0 -> 1 additional locations. IAPD ↗
53
THEPARTNERS WEALTH MANAGEMENT — added office(s): 18 -> 20 additional locations. IAPD ↗
53
MARIDEA WEALTH MANAGEMENT — added office(s): 8 -> 12 additional locations. IAPD ↗
53
LEGACY EDGE ADVISORS — added office(s): 2 -> 4 additional locations. IAPD ↗
53
TIEMPO CAPITAL PARTNERS — added office(s): 0 -> 1 additional locations. IAPD ↗
53
PROSPERA CAPITAL MANAGEMENT, LLC — added office(s): 0 -> 1 additional locations. IAPD ↗
53
BRADY MARTZ WEALTH SOLUTIONS, LLC — added office(s): 11 -> 12 additional locations. IAPD ↗
50
SCHULMERICH & ASSOCIATES ASSET MANAGEMENT, LLC — added office(s): 1 -> 2 additional locations. IAPD ↗
50
WEALTHKARE.COM, INC. — added office(s): 3 -> 4 additional locations. IAPD ↗
50
REGAL ADVISORY SERVICES, INC. — added office(s): 11 -> 12 additional locations. IAPD ↗
50
PURTILL FINANCIAL LLC — added office(s): 1 -> 5 additional locations. IAPD ↗
50
BANTA ASSET MANAGEMENT LP — added office(s): 0 -> 1 additional locations. IAPD ↗
50
EASTSOUND CAPITAL ADVISORS, LLC — added office(s): 3 -> 5 additional locations. IAPD ↗
50
RPM CAPITAL MANAGEMENT, LLC — added office(s): 0 -> 1 additional locations. IAPD ↗
50
MD FINANCIAL ADVISORS / VESTMENT FINANCIAL — added office(s): 11 -> 12 additional locations. IAPD ↗
50
INVARIANT INVESTMENT MANAGEMENT — added office(s): 4 -> 5 additional locations. IAPD ↗
50
SOUNDHAVEN CAPITAL MANAGEMENT — added office(s): 0 -> 2 additional locations. IAPD ↗
50
MODERN CAPITAL GROUP LLC — added office(s): 1 -> 2 additional locations. IAPD ↗
50
GREAT PATH PLANNING — added office(s): 1 -> 2 additional locations. IAPD ↗
50
RELEVE FINANCIAL GROUP — added office(s): 5 -> 6 additional locations. IAPD ↗
50
CRAFT WEALTH SERVICES — added office(s): 4 -> 5 additional locations. IAPD ↗
50
DBA SEASIDE FINANCIAL & INSURANCE SERVICES — added office(s): 0 -> 2 additional locations. IAPD ↗
50
BENCHMARK FINANCIAL, LLC — added office(s): 0 -> 1 additional locations. IAPD ↗
50
CAVU WEALTH MANAGEMENT — added office(s): 3 -> 4 additional locations. IAPD ↗
50
CIMARRON WEALTH MANAGEMENT, INC. — added office(s): 1 -> 3 additional locations. IAPD ↗
50
KENNONDALE CAPITAL MANAGEMENT — added office(s): 2 -> 3 additional locations. IAPD ↗
50
BLACK KNIGHT WEALTH MANAGEMENT, LLC — added office(s): 5 -> 7 additional locations. IAPD ↗
50
MAGNIFINA, LLC — added office(s): 0 -> 1 additional locations. IAPD ↗
50
FARNAM FINANCIAL — added office(s): 1 -> 3 additional locations. IAPD ↗
50
GROWSTRONG WEALTH STRATEGIES — added office(s): 1 -> 2 additional locations. IAPD ↗
50
RPR FINANCIAL — added office(s): 0 -> 1 additional locations. IAPD ↗
50
CHRISTENSEN GROUP FINANCIAL, LLC — added office(s): 0 -> 1 additional locations. IAPD ↗
50
ALPHA ZERO LLC — added office(s): 3 -> 4 additional locations. IAPD ↗
50
STRUCTURAL SOLUTIONS LLC — added office(s): 0 -> 1 additional locations. IAPD ↗
50
SLP WEALTH — added office(s): 12 -> 13 additional locations. IAPD ↗
50
ECHELONS CAPITAL, LLC — added office(s): 0 -> 1 additional locations. IAPD ↗
50
BACKBONE PLANNING PARTNERS LLC — added office(s): 1 -> 3 additional locations. IAPD ↗
50
ALTITUDE CAPITAL MANAGEMENT LLC — added office(s): 15 -> 16 additional locations. IAPD ↗
50
EXPRESSIVE WEALTH LLC — added office(s): 0 -> 4 additional locations. IAPD ↗
50
KILTER GROUP — added office(s): 5 -> 6 additional locations. IAPD ↗
50
HOLISTIC FINANCE LLC — added office(s): 1 -> 2 additional locations. IAPD ↗
50
PIVOT CAPITAL PARTNERS LLC — added office(s): 1 -> 2 additional locations. IAPD ↗
50
SANCHEZ GAUNT CAPITAL MANAGEMENT, LLC — added office(s): 0 -> 2 additional locations. IAPD ↗
50
MILESTONE FINANCIAL ASSOCIATES, LLC — added office(s): 0 -> 2 additional locations. IAPD ↗
90
WITT LAKE ASSET MANAGEMENT LLC — (STAMFORD, CT) is newly SEC-registered with $1.11B RAUM and 1 advisory reps. IAPD ↗institutional
88
CANOPY CAPITAL GROUP — (WINCHESTER, MA) is newly SEC-registered with $482.9M RAUM and 3 advisory reps. IAPD ↗institutional
85
AUTILUS PARTNERS LLC — (SANTA MONICA, CA) is newly SEC-registered with $0 RAUM and 2 advisory reps. IAPD ↗institutional
85
RENWAVE KORE, LLC — (GREENWICH, CT) is newly SEC-registered with $1.22B RAUM and 10 advisory reps. IAPD ↗fund
85
3A PARTNERS, LLC — (COLUMBUS, OH) is newly SEC-registered with $0 RAUM and 4 advisory reps. IAPD ↗institutional
85
PRITZKER ALTERNATIVE STRATEGIES — (CHICAGO, IL) is newly SEC-registered with $0 RAUM and 6 advisory reps. IAPD ↗institutional
85
VF ADVISORS, LLC — (LOUISVILLE, KY) is newly SEC-registered with $0 RAUM and 6 advisory reps. IAPD ↗institutional
85
MANISPACE CAPITAL — (NEW YORK, NY) is newly SEC-registered with $0 RAUM and 1 advisory reps. IAPD ↗institutional
85
LINCOLN CAPITAL ADVISERS LLC — (CHICAGO, IL) is newly SEC-registered with $0 RAUM and 6 advisory reps. IAPD ↗institutional
85
AWANI CAPITAL MANAGEMENT, LLC — (FULTON, MD) is newly SEC-registered with $0 RAUM and 4 advisory reps. IAPD ↗institutional
85
LIONSHARES LLC — (BROOKLYN, NY) is newly SEC-registered with $0 RAUM and 1 advisory reps. IAPD ↗institutional
85
APHIAS CAPITAL, L.P. — (SAN FRANCISCO, CA) is newly SEC-registered with $0 RAUM and 8 advisory reps. IAPD ↗institutional
85
YORKVILLE AMERICA EQUITIES, LLC — (MOUNTAINSIDE, NJ) is newly SEC-registered with $0 RAUM and 1 advisory reps. IAPD ↗institutional
85
QUOTIENT WEALTH ASSET MANAGEMENT — (DALLAS, TX) is newly SEC-registered with $0 RAUM and 4 advisory reps. IAPD ↗institutional
85
TCG STRATEGIC INCOME ADVISOR LLC — (WEST PALM BEACH, FL) is newly SEC-registered with $0 RAUM and 5 advisory reps. IAPD ↗institutional
85
EMERY PARTNERS, LLC — (BOSTON, MA) is newly SEC-registered with $0 RAUM and 2 advisory reps. IAPD ↗institutional
85
BLUE OWL REAL ASSETS ADVISORS LLC — (CHICAGO, IL) is newly SEC-registered with $0 RAUM and 110 advisory reps. IAPD ↗institutional
85
VERBENA VALUE LP — (WESTPORT, CT) is newly SEC-registered with $0 RAUM and 9 advisory reps. IAPD ↗institutional
85
FUSION QUANT TECHNOLOGIES — (MIAMI, FL) is newly SEC-registered with $0 RAUM and 1 advisory reps. IAPD ↗institutional
85
EXTANT CAPITAL LLC — (ALBANY, NY) is newly SEC-registered with $0 RAUM and 1 advisory reps. IAPD ↗institutional
85
WINTERBIRD PARTNERS LLC — (location n/a) is newly SEC-registered with $0 RAUM and 1 advisory reps. IAPD ↗institutional
83
ARBA CREDIT MANAGEMENT, L.P. — (CONSHOHOCKEN, PA) is newly SEC-registered with $309.1M RAUM and 7 advisory reps. IAPD ↗fund
83
GAP ASSET MANAGEMENT, LLC — (SOUTH BEND, IN) is newly SEC-registered with $269.6M RAUM and 11 advisory reps. IAPD ↗fund
83
HARRADEN CIRCLE INVESTMENTS, LLC — (NEW YORK, NY) is newly SEC-registered with $451.8M RAUM and 5 advisory reps. IAPD ↗fund
83
GARDEN CITY MANAGEMENT, LLC — (CHARLOTTE, NC) is newly SEC-registered with $286.3M RAUM and 4 advisory reps. IAPD ↗fund
83
AIGA CAPITAL PARTNERS LLC — (JERSEY CITY, NJ) is newly SEC-registered with $251.2M RAUM and 6 advisory reps. IAPD ↗fund
83
BLUE OPAL CAPITAL, LLC — (NEW YORK, NY) is newly SEC-registered with $321.9M RAUM and 3 advisory reps. IAPD ↗fund
83
OLD HICKORY PARTNERS MANAGEMENT, LP — (AUSTIN, TX) is newly SEC-registered with $310.8M RAUM and 6 advisory reps. IAPD ↗fund
83
KBIT MANAGEMENT LTD. — (location n/a) is newly SEC-registered with $306.1M RAUM and 13 advisory reps. IAPD ↗fund
83
ALIGNMENT GROWTH — (NEW YORK, NY) is newly SEC-registered with $391.0M RAUM and 8 advisory reps. IAPD ↗fund
83
PATHFINDER 360 MANAGEMENTCO, LLC — (MINNETONKA, MN) is newly SEC-registered with $326.5M RAUM and 1 advisory reps. IAPD ↗fund
83
UNITY PARTNERS — (DALLAS, TX) is newly SEC-registered with $291.5M RAUM and 14 advisory reps. IAPD ↗fund
83
REDEFINE VENTURES LLC — (BOULDER, CO) is newly SEC-registered with $469.4M RAUM and 1 advisory reps. IAPD ↗fund
83
THE BRYDON GROUP — (WASHINGTON, D.C., DC) is newly SEC-registered with $314.9M RAUM and 12 advisory reps. IAPD ↗fund
83
MAESTRIA PARTNERS LLC — (ATLANTA, GA) is newly SEC-registered with $267.5M RAUM and 1 advisory reps. IAPD ↗fund
83
BAYHAWK CAPITAL LP — (BOSTON, MA) is newly SEC-registered with $570.5M RAUM and 10 advisory reps. IAPD ↗fund
83
BROADWING CAPITAL MANAGEMENT LLC — (DALLAS, TX) is newly SEC-registered with $422.2M RAUM and 9 advisory reps. IAPD ↗fund
83
TRIBUNE INVESTMENT GROUP — (NEW YORK, NY) is newly SEC-registered with $367.8M RAUM and 6 advisory reps. IAPD ↗fund
83
LONGUEVUE MANAGEMENT COMPANY LLC — (METAIRIE, LA) is newly SEC-registered with $802.0M RAUM and 18 advisory reps. IAPD ↗fund
83
FOREWORD CAPITAL, LP — (SAN FRANCISCO, CA) is newly SEC-registered with $351.7M RAUM and 5 advisory reps. IAPD ↗fund
83
COGENUITY PARTNERS, LLC — (SAN FRANCISCO, CA) is newly SEC-registered with $553.8M RAUM and 10 advisory reps. IAPD ↗fund
80
BUCKHORN RESOURCES, LP — (HOUSTON, TX) is newly SEC-registered with $248.7M RAUM and 6 advisory reps. IAPD ↗fund
80
BRX GLOBAL — (GREENWICH, CT) is newly SEC-registered with $208.0M RAUM and 2 advisory reps. IAPD ↗fund
80
BAUM CAPITAL PARTNERS MANAGEMENT, LLC — (KANSAS CITY, MO) is newly SEC-registered with $222.2M RAUM and 7 advisory reps. IAPD ↗fund
80
SEVEN SIX CAPITAL MANAGEMENT, LLC — (NEW YORK, NY) is newly SEC-registered with $182.8M RAUM and 3 advisory reps. IAPD ↗fund
80
BRIXEY & MEYER CAPITAL LLC — (CINCINNATI, OH) is newly SEC-registered with $161.5M RAUM and 12 advisory reps. IAPD ↗fund
80
EMMETT INVESTMENT MANAGEMENT, LP — (NEW YORK, NY) is newly SEC-registered with $188.3M RAUM and 3 advisory reps. IAPD ↗fund
80
MAVEN EQUITY PARTNERS, LLC — (LARKSPUR, CA) is newly SEC-registered with $190.0M RAUM and 2 advisory reps. IAPD ↗fund
80
BD INVESTMENT PARTNERS, LLC — (RALEIGH, NC) is newly SEC-registered with $169.5M RAUM and 8 advisory reps. IAPD ↗fund
80
FRONTLINE HEALTHCARE PARTNERS — (CHARLESTON, SC) is newly SEC-registered with $161.3M RAUM and 7 advisory reps. IAPD ↗fund
80
YIELDPOINT — (NEW YORK, NY) is newly SEC-registered with $170.4M RAUM and 2 advisory reps. IAPD ↗fund
80
NIHON GLOBAL GROWTH PARTNERS MANAGEMENT, INC. — (NEW YORK, NY) is newly SEC-registered with $201.8M RAUM and 3 advisory reps. IAPD ↗fund
80
INTERALPEN PARTNERS, LLC — (OMAHA, NE) is newly SEC-registered with $208.0M RAUM and 8 advisory reps. IAPD ↗fund
80
ARIA GROWTH PARTNERS LP — (NEW YORK, NY) is newly SEC-registered with $247.6M RAUM and 5 advisory reps. IAPD ↗fund
80
STONETREE INVESTMENT PARTNERS LLC — (DALLAS, TX) is newly SEC-registered with $193.0M RAUM and 5 advisory reps. IAPD ↗fund
80
CROSSLAYER CAPITAL MANAGEMENT LLC — (location n/a) is newly SEC-registered with $216.2M RAUM and 3 advisory reps. IAPD ↗fund
80
SYNCRACY OPERATIONAL MANAGEMENT LLC — (location n/a) is newly SEC-registered with $193.1M RAUM and 4 advisory reps. IAPD ↗fund
80
TRIDENT MANAGEMENT LLC — (NEW YORK, NY) is newly SEC-registered with $150.4M RAUM and 8 advisory reps. IAPD ↗fund
80
ROOM40 CAPITAL LLC — (NEW YORK, NY) is newly SEC-registered with $209.0M RAUM and 5 advisory reps. IAPD ↗fund
80
XPV MANAGEMENT LLC — (BEL AIR, CA) is newly SEC-registered with $144.4M RAUM and 14 advisory reps. IAPD ↗fund
80
WOVENEARTH VENTURES, LLC — (PALO ALTO, CA) is newly SEC-registered with $221.5M RAUM and 8 advisory reps. IAPD ↗fund
80
IVY EVERGREEN, LLC — (CHARLESTON, SC) is newly SEC-registered with $166.0M RAUM and 6 advisory reps. IAPD ↗fund
80
AVILA REAL ESTATE CAPITAL — (CORTE MADERA, CA) is newly SEC-registered with $226.7M RAUM and 20 advisory reps. IAPD ↗fund
80
SENTINEL GLOBAL — (SAN FRANCISCO, CA) is newly SEC-registered with $210.6M RAUM and 8 advisory reps. IAPD ↗fund
80
LEONID CAPITAL PARTNERS, LLC — (HUNTINGTON BEACH, CA) is newly SEC-registered with $169.4M RAUM and 10 advisory reps. IAPD ↗fund
80
THIRD GEAR CAPITAL MANAGEMENT LP — (HOUSTON, TX) is newly SEC-registered with $13.3M RAUM and 2 advisory reps. IAPD ↗fund
80
KULTURA CAPITAL MANAGEMENT LP — (PARK CITY, UT) is newly SEC-registered with $119.4M RAUM and 4 advisory reps. IAPD ↗fund
80
SAOTHAIR CAPITAL PARTNERS — (WAYNE, PA) is newly SEC-registered with $163.3M RAUM and 5 advisory reps. IAPD ↗fund
80
OWLHOUSE CAPITAL LP — (NEW YORK, NY) is newly SEC-registered with $184.9M RAUM and 2 advisory reps. IAPD ↗fund
80
O15 CAPITAL PARTNERS, LLC — (ATLANTA, GA) is newly SEC-registered with $242.3M RAUM and 7 advisory reps. IAPD ↗fund
80
SUNSTONE ASSET MANAGEMENT — (NEW YORK, NY) is newly SEC-registered with $181.2M RAUM and 3 advisory reps. IAPD ↗fund
80
BLKBRD ASSET MANAGEMENT — (OLD GREENWICH, CT) is newly SEC-registered with $174.9M RAUM and 4 advisory reps. IAPD ↗fund
80
TRIAVERA CAPITAL LLC — (LARKSPUR, CA) is newly SEC-registered with $198.7M RAUM and 1 advisory reps. IAPD ↗fund
80
AMPERSAND CAPITAL GROUP, L.P. — (BURLINGAME, CA) is newly SEC-registered with $176.7M RAUM and 1 advisory reps. IAPD ↗fund
80
SADDLE POINT MANAGEMENT, L.P. — (NEW YORK, NY) is newly SEC-registered with $6.6M RAUM and 3 advisory reps. IAPD ↗fund
80
SUPERBLOOM PARTNERS — (VENICE, CA) is newly SEC-registered with $238.7M RAUM and 6 advisory reps. IAPD ↗fund
80
80
SADDLEROCK CAPITAL MANAGEMENT LLC — (NEW YORK, NY) is newly SEC-registered with $155.9M RAUM and 3 advisory reps. IAPD ↗fund
80
NORTHSANDS CAPITAL — (location n/a) is newly SEC-registered with $203.8M RAUM and 3 advisory reps. IAPD ↗fund
80
LEON CAPITAL MANAGEMENT, LLC — (DALLAS, TX) is newly SEC-registered with $60.5M RAUM and 17 advisory reps. IAPD ↗fund
80
MRWM CAPITAL MANAGEMENT, LLC — (NASHVILLE, TN) is newly SEC-registered with $7.3M RAUM and 3 advisory reps. IAPD ↗fund
80
MARQUEE CAPITAL ADVISORS — (CHICAGO, IL) is newly SEC-registered with $95.5M RAUM and 5 advisory reps. IAPD ↗fund
70
VITTORIA AND PARTNERS LLP — (LONDON, United Kingdom) is newly SEC-registered with $3.65B RAUM and 2 advisory reps. IAPD ↗foreign
70
EAST CAPITAL — (STOCKHOLM, Sweden) is newly SEC-registered with $3.17B RAUM and 22 advisory reps. IAPD ↗foreign
68
TIND ASSET MANAGEMENT — (OSLO, Norway) is newly SEC-registered with $319.0M RAUM and 2 advisory reps. IAPD ↗foreign
65
ORIGEM INTERNATIONAL ADVISORY LLC — (PORTO ALEGRE, RIO GRANDE DO SUL, Brazil) is newly SEC-registered with $0 RAUM and 1 advisory reps. IAPD ↗foreign
65
442 CAPITAL PTY LTD — (SOUTH MELBOURNE, Australia) is newly SEC-registered with $150.0M RAUM and 2 advisory reps. IAPD ↗foreign
65
BLUE3 INVESTMENTS LLC — (SAO PAULO, Brazil) is newly SEC-registered with $0 RAUM and 1 advisory reps. IAPD ↗foreign
65
PROTIUM CAPITAL LIMITED — (HONG KONG, Hong Kong) is newly SEC-registered with $210.0M RAUM and 4 advisory reps. IAPD ↗foreign
65
CLARITY CROSS BORDER PLANNING — (EDMONTON, ALBERTA, Canada) is newly SEC-registered with $0 RAUM and 1 advisory reps. IAPD ↗foreign
63
61
60
OPTIMIZED INVESTMENT PARTNERS, LLC — crossed $500M in regulatory AUM ($383.0M -> $538.0M). IAPD ↗institutional
60
60
58
57
55
BROOKFIELD ASSET MANAGEMENT PIC BMG, LLC — crossed $500M in regulatory AUM ($409.7M -> $614.4M). IAPD ↗fund
55
52
52
50
HARRISON STREET PRIVATE WEALTH LLC — VERSUS CAPITAL ADVISORS LLC is now doing business as . IAPD ↗institutional
45
HARRISON STREET PRIVATE WEALTH LLC — added office(s): 2 -> 3 additional locations. IAPD ↗institutional
45
45
45
45
O'CONNOR ALTERNATIVE INVESTMENTS, LLC — CANTOR OCS ASSET MANAGEMENT, LLC is now doing business as . IAPD ↗institutional
43
43
40
40
40
40
40
40
40
40
38
38
HAMMOND, KENNEDY, WHITNEY & COMPANY, INC. — added office(s): 1 -> 3 additional locations. IAPD ↗fund
38
38
38
38
38
30
W1M INVESTMENT MANAGEMENT LIMITED — WAVERTON INVESTMENT MANAGEMENT LIMITED is now doing business as . IAPD ↗foreign
25
20
ROSEN GROUP PRIVATE WEALTH MANAGEMENT, LLC — added office(s): 0 -> 1 additional locations. IAPD ↗foreign
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.