Custodian — April 2026
Custodians courting new and breakaway RIAs (Schwab, Fidelity, Altruist, Axos, TradePMR).
1055 firms opened this window in the April 2026 SEC roster: 458 aum crossed 1b, 427 custody started, 170 new registration.
98
CERTIS CAPITAL MANAGEMENT, INC. — (SANTA BARBARA, CA) is newly SEC-registered with $255.9M RAUM and 3 advisory reps. IAPD ↗
98
PLANGUIDE FINANCIAL — (SOUTHLAKE, TX) is newly SEC-registered with $277.2M RAUM and 2 advisory reps. IAPD ↗
98
SAGE TRADING COLLECTIVE — (location n/a) is newly SEC-registered with $505.0M RAUM and 1 advisory reps. IAPD ↗
95
LASALLE INVESTMENT ADVISORS, INC. — (PEWAUKEE, WI) is newly SEC-registered with $133.6M RAUM and 5 advisory reps. IAPD ↗
95
CARDENAS ASSET MANAGEMENT, LLC — (location n/a) is newly SEC-registered with $149.3M RAUM and 1 advisory reps. IAPD ↗
95
ALLRIDGE WEALTH MANAGEMENT, INC — (ASHBURN, VA) is newly SEC-registered with $103.3M RAUM and 2 advisory reps. IAPD ↗
95
CLASSIC FINANCIAL — (WESTLAKE VILLAGE, CA) is newly SEC-registered with $151.6M RAUM and 1 advisory reps. IAPD ↗
95
GVS FINANCIAL GROUP, INC. — (location n/a) is newly SEC-registered with $118.0M RAUM and 1 advisory reps. IAPD ↗
95
KALEEL INVESTMENT ADVISORS, LLC — (BOSTON, MA) is newly SEC-registered with $145.4M RAUM and 2 advisory reps. IAPD ↗
95
PURPOSEFUL FINANCIAL AND LEGACY PLANNING — (location n/a) is newly SEC-registered with $107.1M RAUM and 1 advisory reps. IAPD ↗
95
OAK STREET ADVISORS — (MYRTLE BEACH, SC) is newly SEC-registered with $126.2M RAUM and 2 advisory reps. IAPD ↗
95
NORTHFORT FINANCIAL, LLC — (location n/a) is newly SEC-registered with $118.6M RAUM and 3 advisory reps. IAPD ↗
95
NAVIGO WEALTH MANAGEMENT, LLC — (location n/a) is newly SEC-registered with $129.9M RAUM and 6 advisory reps. IAPD ↗
95
ZUCKERMAN CAPITAL MANAGEMENT, LLC — (LOS ANGELES, CA) is newly SEC-registered with $123.5M RAUM and 2 advisory reps. IAPD ↗
95
VCM WEALTH — (location n/a) is newly SEC-registered with $104.8M RAUM and 2 advisory reps. IAPD ↗
95
HOLM & CAWLEY FINANCIAL GROUP LLC — (LAS VEGAS, NV) is newly SEC-registered with $128.8M RAUM and 4 advisory reps. IAPD ↗
95
EVANS WEALTH MANAGEMENT — (DULUTH, GA) is newly SEC-registered with $111.1M RAUM and 1 advisory reps. IAPD ↗
95
CAPSTONE WEALTH PARTNERS — (DUBLIN, OH) is newly SEC-registered with $114.9M RAUM and 3 advisory reps. IAPD ↗
95
FLETCHER FINANCIAL GROUP — (WEST MONROE, LA) is newly SEC-registered with $133.0M RAUM and 3 advisory reps. IAPD ↗
95
ATON ADVISORS, LLC — (location n/a) is newly SEC-registered with $116.4M RAUM and 1 advisory reps. IAPD ↗
95
TWIN CITIES RETIREMENT GROUP — (PLYMOUTH, MN) is newly SEC-registered with $134.9M RAUM and 2 advisory reps. IAPD ↗
95
CDP FINANCIAL GROUP, LLC — (LITTLETON, CO) is newly SEC-registered with $100.5M RAUM and 2 advisory reps. IAPD ↗
95
WITT FINANCIAL GROUP, LLC — (CROSSVILLE, TN) is newly SEC-registered with $160.5M RAUM and 2 advisory reps. IAPD ↗
95
SAGA FINANCIAL MANAGEMENT — (location n/a) is newly SEC-registered with $107.0M RAUM and 1 advisory reps. IAPD ↗
95
HOGAN INVESTMENT COUNSEL, LLC — (CORDOVA, TN) is newly SEC-registered with $107.2M RAUM and 1 advisory reps. IAPD ↗
95
VERITAS WEALTH MANAGEMENT, LLC — (SALT LAKE CITY, UT) is newly SEC-registered with $135.8M RAUM and 1 advisory reps. IAPD ↗
95
WMS GROUP LLC — (location n/a) is newly SEC-registered with $125.3M RAUM and 2 advisory reps. IAPD ↗
95
GRUPP FINANCIAL LLC — (JACKSON, WY) is newly SEC-registered with $100.1M RAUM and 3 advisory reps. IAPD ↗
95
WEALTH ENGINEERS, LLC — (DENVER, CO) is newly SEC-registered with $117.6M RAUM and 1 advisory reps. IAPD ↗
95
SHELTER WEALTH STRATEGIES, LLC — (HOUSTON, TX) is newly SEC-registered with $144.1M RAUM and 8 advisory reps. IAPD ↗
95
RYZOME INVESTMENT ADVISORS — (OKEMOS, MI) is newly SEC-registered with $116.1M RAUM and 2 advisory reps. IAPD ↗
95
RUNEY & ASSOCIATES WEALTH MANAGEMENT — (MOUNT PLEASANT, SC) is newly SEC-registered with $104.8M RAUM and 2 advisory reps. IAPD ↗
95
MADRID RETIREMENT ADVISORS — (MANHATTAN BEACH, CA) is newly SEC-registered with $184.2M RAUM and 2 advisory reps. IAPD ↗
95
COASTAL WEALTH ADVISORS, LLC — (JOHNS ISLAND, SC) is newly SEC-registered with $106.6M RAUM and 2 advisory reps. IAPD ↗
95
PALANTE WEALTH ADVISORS, LLC — (PENNINGTON, NJ) is newly SEC-registered with $115.5M RAUM and 3 advisory reps. IAPD ↗
95
MODERNIST FINANCIAL, LLC — (PORTLAND, OR) is newly SEC-registered with $113.3M RAUM and 3 advisory reps. IAPD ↗
95
WEALTHSHAPE LLC — (WINDSOR, CT) is newly SEC-registered with $109.4M RAUM and 1 advisory reps. IAPD ↗
95
LOTUS ASSET MANAGEMENT LIMITED LIABILITY COMPANY — (location n/a) is newly SEC-registered with $120.5M RAUM and 1 advisory reps. IAPD ↗
95
TIDEHAVEN WEALTH, LLC — (MOUNT PLEASANT, SC) is newly SEC-registered with $125.0M RAUM and 2 advisory reps. IAPD ↗
95
TRIPLE SUMMIT ADVISORS, LLC — (location n/a) is newly SEC-registered with $108.5M RAUM and 2 advisory reps. IAPD ↗
95
DOMESTIQUE CAPITAL LLC — (location n/a) is newly SEC-registered with $102.4M RAUM and 2 advisory reps. IAPD ↗
95
ADVISORY ADVOCATES LLC — (GRAND RAPIDS, MI) is newly SEC-registered with $158.6M RAUM and 7 advisory reps. IAPD ↗
95
TRUSCO INVESTMENT MANAGEMENT, LLC — (NASHVILLE, TN) is newly SEC-registered with $107.0M RAUM and 2 advisory reps. IAPD ↗
95
TRUE SQUARE FINANCIAL LLC — (ATLANTA, GA) is newly SEC-registered with $178.8M RAUM and 1 advisory reps. IAPD ↗
95
AUERBACH INVESTMENT SERVICES, LLC — (NARBERTH, PA) is newly SEC-registered with $150.2M RAUM and 1 advisory reps. IAPD ↗
95
JAKE CARRIS FINANCIAL PLANNING — (ORLANDO, FL) is newly SEC-registered with $109.7M RAUM and 1 advisory reps. IAPD ↗
95
SANDHILL WEALTH MANAGEMENT, INC. — (WINTER PARK, FL) is newly SEC-registered with $118.5M RAUM and 2 advisory reps. IAPD ↗
95
ROAN CAPITAL PARTNERS — (JOHNSON CITY, TN) is newly SEC-registered with $152.0M RAUM and 4 advisory reps. IAPD ↗
95
ELM CAPITAL MANAGEMENT LLC — (PITTSBURGH, PA) is newly SEC-registered with $133.4M RAUM and 6 advisory reps. IAPD ↗
95
NEWSONG CAPITAL MANAGEMENT, INC. — (HATTIESBURG, MS) is newly SEC-registered with $100.4M RAUM and 1 advisory reps. IAPD ↗
95
MILLSTONE FINANCIAL GROUP — (MILLSTONE, NJ) is newly SEC-registered with $104.4M RAUM and 6 advisory reps. IAPD ↗
95
CWM ADVISORY, LLC — (OCEAN PINES, MD) is newly SEC-registered with $101.0M RAUM and 3 advisory reps. IAPD ↗
95
RENAISSANCE WEALTH ADVISORS, LLC — (NEWTON, MA) is newly SEC-registered with $109.9M RAUM and 2 advisory reps. IAPD ↗
95
DOVE INVESTMENT RESEARCH AND MANAGEMENT, INC. — (IRVINE, CA) is newly SEC-registered with $107.4M RAUM and 2 advisory reps. IAPD ↗
95
PRIVATE COUNSEL GROUP, LTD. — (INDIANAPOLIS, IN) is newly SEC-registered with $116.0M RAUM and 1 advisory reps. IAPD ↗
95
LEGACY CHIEF FINANCIAL OFFICE, LLC — (SHENANDOAH, TX) is newly SEC-registered with $105.1M RAUM and 1 advisory reps. IAPD ↗
95
AFTON ADVISORS, LLC — (location n/a) is newly SEC-registered with $109.3M RAUM and 2 advisory reps. IAPD ↗
95
FAIRLIGHT ADVISORS — (SAN FRANCISCO, CA) is newly SEC-registered with $109.3M RAUM and 2 advisory reps. IAPD ↗
95
MESSMER CAPITAL ADVISORS LLC — (MILFORD, OH) is newly SEC-registered with $130.4M RAUM and 2 advisory reps. IAPD ↗
95
HAYNIE WEALTH MANAGEMENT LLC — (SALT LAKE CITY, UT) is newly SEC-registered with $106.6M RAUM and 3 advisory reps. IAPD ↗
95
WEALTHGEN ADVISORS, LLC — (SARASOTA, FL) is newly SEC-registered with $146.6M RAUM and 2 advisory reps. IAPD ↗
95
JRS WEALTH MANAGEMENT LLC — (SOUTH JORDAN, UT) is newly SEC-registered with $135.0M RAUM and 2 advisory reps. IAPD ↗
95
SOUND LEGACY WEALTH ADVISORS, LLC — (location n/a) is newly SEC-registered with $102.0M RAUM and 2 advisory reps. IAPD ↗
95
WELLACRE GLOBAL WEALTH ADVISORS — (SANTA MONICA, CA) is newly SEC-registered with $104.3M RAUM and 2 advisory reps. IAPD ↗
95
COURSE MANAGEMENT INVESTMENT ADVISORS, LLC — (PINEHURST, NC) is newly SEC-registered with $100.3M RAUM and 3 advisory reps. IAPD ↗
95
SCHOOL OF PERSONAL FINANCE — (location n/a) is newly SEC-registered with $28.7M RAUM and 1 advisory reps. IAPD ↗
95
ELLA FINANCIAL ADVISING — (OAKLAND, CA) is newly SEC-registered with $106.9M RAUM and 1 advisory reps. IAPD ↗
95
FORM PROSPERITY WEALTH ADVISORS, LLC — (CHANDLER, AZ) is newly SEC-registered with $112.9M RAUM and 1 advisory reps. IAPD ↗
95
ADVANCED PLANNING ADVISORS GROUP INC. — (NAPERVILLE, IL) is newly SEC-registered with $118.0M RAUM and 2 advisory reps. IAPD ↗
95
FIDUCIARY FINANCIAL PLANNING NETWORK — (ONALASKA, WI) is newly SEC-registered with $164.1M RAUM and 4 advisory reps. IAPD ↗
95
1102 PARTNERS, LLC — (location n/a) is newly SEC-registered with $114.5M RAUM and 1 advisory reps. IAPD ↗
95
KAIYO WEALTH LLC — (SAN DIEGO, CA) is newly SEC-registered with $240.1M RAUM and 2 advisory reps. IAPD ↗
95
GASSMAN FINANCIAL LLC — (SALEM, NH) is newly SEC-registered with $112.6M RAUM and 1 advisory reps. IAPD ↗
95
UHY WEALTH MANAGEMENT RIA LLC — (FARMINGTON HILLS, MI) is newly SEC-registered with $102.6M RAUM and 1 advisory reps. IAPD ↗
95
SUTTLE CROSSLAND WEALTH ADVISORS, LLC — (SCOTTSDALE, AZ) is newly SEC-registered with $101.1M RAUM and 2 advisory reps. IAPD ↗
95
BOX HILL PRIVATE WEALTH — (location n/a) is newly SEC-registered with $137.5M RAUM and 1 advisory reps. IAPD ↗
95
STAGE 2 PLANNING PARTNERS LLC — (S BURLINGTON, VT) is newly SEC-registered with $106.5M RAUM and 2 advisory reps. IAPD ↗
95
GREEN CAPITAL PRIVATE WEALTH — (MIAMI, FL) is newly SEC-registered (provisional 120-day approval) with $0 RAUM and 2 advisory reps. IAPD ↗
95
ALIGN WEALTH MANAGEMENT, LLC — (SAN JOSE, CA) is newly SEC-registered with $116.7M RAUM and 2 advisory reps. IAPD ↗
95
603 FINANCIAL ADVISORS, LLC — (location n/a) is newly SEC-registered with $106.9M RAUM and 1 advisory reps. IAPD ↗
95
ASCENT FINANCIAL GROUP — (RICHMOND, VA) is newly SEC-registered with $100.8M RAUM and 2 advisory reps. IAPD ↗
95
JUST FUTURES — (SAN FRANCISCO, CA) is newly SEC-registered with $46.7M RAUM and 4 advisory reps. IAPD ↗
95
MORGAN-ALY WEALTH MANAGEMENT, LLC — (WAUKESHA, WI) is newly SEC-registered with $105.3M RAUM and 2 advisory reps. IAPD ↗
95
ELEVATE FINANCIAL PLANNING AND WEALTH MANAGEMENT — (ST. PETERSBURG, FL) is newly SEC-registered with $107.1M RAUM and 36 advisory reps. IAPD ↗
95
KUCHARO WEALTH — (CHARLOTTE, NC) is newly SEC-registered with $123.7M RAUM and 1 advisory reps. IAPD ↗
95
STRICKLER INVESTMENT SERVICES, LLC — (BRIGHTON, MI) is newly SEC-registered with $107.3M RAUM and 3 advisory reps. IAPD ↗
95
VAN DIEST CAPITAL — (POLK CITY, IA) is newly SEC-registered with $144.1M RAUM and 7 advisory reps. IAPD ↗
95
NIM WEALTH SOLUTIONS — (SAN JOSE, CA) is newly SEC-registered with $116.8M RAUM and 4 advisory reps. IAPD ↗
95
FAIR ASSET MANAGEMENT, LLC — (location n/a) is newly SEC-registered with $119.8M RAUM and 1 advisory reps. IAPD ↗
95
MOFFATT FINANCIAL STRATEGIES — (FORT WORTH, TX) is newly SEC-registered with $117.1M RAUM and 4 advisory reps. IAPD ↗
95
MUSEUM MILE FUNDS LLC — (location n/a) is newly SEC-registered with $26.9M RAUM and 1 advisory reps. IAPD ↗
95
15 WEALTH ADVISORS LLC — (MUNDELEIN, IL) is newly SEC-registered (provisional 120-day approval) with $0 RAUM and 7 advisory reps. IAPD ↗
95
LUMINESCENT WEALTH MANAGEMENT, INC. — (SCOTTSDALE, AZ) is newly SEC-registered with $127.4M RAUM and 2 advisory reps. IAPD ↗
95
COMMERCIAL TRUST FINANCIAL SERVICES — (FAYETTE, MO) is newly SEC-registered (provisional 120-day approval) with $0 RAUM and 5 advisory reps. IAPD ↗
95
95
SAGEPOINT CAPITAL PARTNERS LLC — (FRANKLIN, TN) is newly SEC-registered (provisional 120-day approval) with $0 RAUM and 1 advisory reps. IAPD ↗
95
ROCKWALL WEALTH MANAGEMENT — (ROCKWALL, TX) is newly SEC-registered (provisional 120-day approval) with $0 RAUM and 4 advisory reps. IAPD ↗
95
PLATO PLANNING — (location n/a) is newly SEC-registered with $0 RAUM and 1 advisory reps. IAPD ↗
95
WLT PARTNERS — (MIAMI, FL) is newly SEC-registered (provisional 120-day approval) with $0 RAUM and 3 advisory reps. IAPD ↗
95
HAIRE WEALTH MANAGEMENT, INC. — (TUPELO, MS) is newly SEC-registered (provisional 120-day approval) with $0 RAUM and 2 advisory reps. IAPD ↗
95
LEMNIS CAPITAL — (RICHARDSON, TX) is newly SEC-registered (provisional 120-day approval) with $0 RAUM and 13 advisory reps. IAPD ↗
95
TANARA WEALTH MANAGEMENT LLC — (LEHI, UT) is newly SEC-registered (provisional 120-day approval) with $0 RAUM and 5 advisory reps. IAPD ↗
95
ANCHR TECHNOLOGIES RIA LLC — (NEW YORK, NY) is newly SEC-registered (provisional 120-day approval) with $0 RAUM and 1 advisory reps. IAPD ↗
95
REVEL WEALTH MANAGEMENT — (TEANECK, NJ) is newly SEC-registered (provisional 120-day approval) with $0 RAUM and 1 advisory reps. IAPD ↗
95
KOEHLER ASSET MANAGEMENT — (BABYLON, NY) is newly SEC-registered (provisional 120-day approval) with $0 RAUM and 2 advisory reps. IAPD ↗
95
EXCEPTIONAL WEALTH & FAMILY OFFICE — (COLORADO SPRINGS, CO) is newly SEC-registered (provisional 120-day approval) with $0 RAUM and 2 advisory reps. IAPD ↗
95
ROSENBERG WEALTH ADVISORS — (location n/a) is newly SEC-registered (provisional 120-day approval) with $0 RAUM and 2 advisory reps. IAPD ↗
95
BLUUM INVEST LLC — (LOS ANGELES, CA) is newly SEC-registered with $0 RAUM and 1 advisory reps. IAPD ↗
95
EVANSON FINANCIAL, LLC DBA EVANSON ASSET MANAGEMENT — (location n/a) is newly SEC-registered (provisional 120-day approval) with $0 RAUM and 4 advisory reps. IAPD ↗
95
ACORN ASSET MANAGEMENT LLC — (PRINCETON, NJ) is newly SEC-registered (provisional 120-day approval) with $0 RAUM and 1 advisory reps. IAPD ↗
95
SOULENCE WEALTH MANAGEMENT — (PLEASANT GROVE, UT) is newly SEC-registered (provisional 120-day approval) with $94.7M RAUM and 5 advisory reps. IAPD ↗
95
VELARIS WEALTH MANAGEMENT — (ORLANDO, FL) is newly SEC-registered (provisional 120-day approval) with $0 RAUM and 3 advisory reps. IAPD ↗
95
PATHWAY FINANCIAL SOLUTIONS, INC. — (SALINA, KS) is newly SEC-registered with $0 RAUM and 4 advisory reps. IAPD ↗
95
CMG WEALTH ADVISORS LLC — (MADISON, WI) is newly SEC-registered (provisional 120-day approval) with $0 RAUM and 1 advisory reps. IAPD ↗
95
FIDUCIARY CAPITAL MANAGEMENT LLC — (CHEYENNE, WY) is newly SEC-registered (provisional 120-day approval) with $5,000 RAUM and 1 advisory reps. IAPD ↗
95
UNION STRATEGIC ADVISORS — (BLUE ASH, OH) is newly SEC-registered (provisional 120-day approval) with $0 RAUM and 3 advisory reps. IAPD ↗
95
CLANCY WEALTH ADVISORS — (CHINO HILLS, CA) is newly SEC-registered (provisional 120-day approval) with $0 RAUM and 3 advisory reps. IAPD ↗
95
BREAKAWAY INDEPENDENT ADVISORS, LLC — (SAN DIEGO, CA) is newly SEC-registered (provisional 120-day approval) with $0 RAUM and 1 advisory reps. IAPD ↗
95
CAVU WEALTH ADVISORS, LLC — (MORAGA, CA) is newly SEC-registered (provisional 120-day approval) with $150.6M RAUM and 3 advisory reps. IAPD ↗
95
MOSAIC WEALTH MANAGEMENT LLC — (BLOOMINGTON, IN) is newly SEC-registered (provisional 120-day approval) with $0 RAUM and 2 advisory reps. IAPD ↗
95
PROPEL PRIVATE WEALTH LLC — (location n/a) is newly SEC-registered (provisional 120-day approval) with $0 RAUM and 1 advisory reps. IAPD ↗
95
GUIDED PATH FINANCIAL — (PLANO, TX) is newly SEC-registered (provisional 120-day approval) with $0 RAUM and 4 advisory reps. IAPD ↗
95
EVERTERN WEALTH — (SAINT PETERSBURG, FL) is newly SEC-registered (provisional 120-day approval) with $0 RAUM and 5 advisory reps. IAPD ↗
95
EVOLUTION VISION WEALTH MANAGEMENT — (location n/a) is newly SEC-registered (provisional 120-day approval) with $0 RAUM and 3 advisory reps. IAPD ↗
95
WOODLAND WEALTH PARTNERS — (PEPPER PIKE, OH) is newly SEC-registered (provisional 120-day approval) with $0 RAUM and 2 advisory reps. IAPD ↗
95
FARRCREST CAPITAL LLC — (location n/a) is newly SEC-registered (provisional 120-day approval) with $0 RAUM and 1 advisory reps. IAPD ↗
95
MDT FINANCIAL ADVISORS, LLC — (WEBSTER, TX) is newly SEC-registered (provisional 120-day approval) with $0 RAUM and 2 advisory reps. IAPD ↗
95
WEALTH INTELLIGENTLY NAVIGATED, LLC — (SPARTANBURG, SC) is newly SEC-registered (provisional 120-day approval) with $0 RAUM and 2 advisory reps. IAPD ↗
95
2201 CAPITAL, LLC — (BOSTON, MA) is newly SEC-registered (provisional 120-day approval) with $0 RAUM and 2 advisory reps. IAPD ↗
95
VERA LAKE CAPITAL, LLC — (EDINA, MN) is newly SEC-registered (provisional 120-day approval) with $0 RAUM and 1 advisory reps. IAPD ↗
95
TRILLIUM WEALTH LLC — (WINTER PARK, FL) is newly SEC-registered (provisional 120-day approval) with $0 RAUM and 7 advisory reps. IAPD ↗
85
RODGERS BROTHERS, INC. — crossed $1B in regulatory AUM ($964.7M -> $1.04B). IAPD ↗
85
BOK FINANCIAL ADVISORS — crossed $1B in regulatory AUM ($835.6M -> $1.06B). IAPD ↗
85
PACKERLAND BROKERAGE SERVICES, INC. — crossed $1B in regulatory AUM ($909.5M -> $1.36B). IAPD ↗
85
RMC INVESTMENT ADVISORS — crossed $1B in regulatory AUM ($986.8M -> $1.07B). IAPD ↗
85
TOBIAS FINANCIAL ADVISORS — crossed $1B in regulatory AUM ($892.2M -> $1.19B). IAPD ↗
85
CORBYN INVESTMENT MANAGEMENT INC — crossed $1B in regulatory AUM ($976.2M -> $1.01B). IAPD ↗
85
WESCAP GROUP — crossed $1B in regulatory AUM ($985.0M -> $1.09B). IAPD ↗
85
NASDAQ DORSEY WRIGHT — crossed $1B in regulatory AUM ($755.1M -> $1.01B). IAPD ↗
85
MPM WEALTH ADVISORS — crossed $1B in regulatory AUM ($888.9M -> $1.04B). IAPD ↗
85
GREATMARK INVESTMENT PARTNERS, INC. — crossed $1B in regulatory AUM ($938.7M -> $1.02B). IAPD ↗
85
NIGHT OWL CAPITAL MANAGEMENT, LLC — crossed $1B in regulatory AUM ($865.8M -> $1.10B). IAPD ↗
85
MANCHESTER FINANCIAL INC — crossed $1B in regulatory AUM ($946.8M -> $1.05B). IAPD ↗
85
BPS WEALTH ADVISORS, INC. — crossed $1B in regulatory AUM ($859.7M -> $1.08B). IAPD ↗
85
TOEWS ASSET MANAGEMENT — crossed $1B in regulatory AUM ($945.1M -> $1.04B). IAPD ↗
85
PETTYJOHN, WOOD & WHITE, INC. — crossed $1B in regulatory AUM ($853.8M -> $1.02B). IAPD ↗
85
BRUNI J V & CO — crossed $1B in regulatory AUM ($946.9M -> $1.10B). IAPD ↗
85
FRAZIER FINANCIAL ADVISORS, LLC — crossed $1B in regulatory AUM ($929.9M -> $1.16B). IAPD ↗
85
PORTFOLIO STRATEGIES INC NY — crossed $1B in regulatory AUM ($861.2M -> $1.02B). IAPD ↗
85
PEAK ASSET MANAGEMENT, LLC — crossed $1B in regulatory AUM ($910.0M -> $1.01B). IAPD ↗
85
ROGERS WEALTH GROUP, INC. — crossed $1B in regulatory AUM ($960.8M -> $1.04B). IAPD ↗
85
ASSET CONSULTING GROUP, LLC — crossed $1B in regulatory AUM ($781.7M -> $1.10B). IAPD ↗
85
PERRYMAN FINANCIAL ADVISORY, INC. — crossed $1B in regulatory AUM ($796.3M -> $1.02B). IAPD ↗
85
STEPP & ROTHWELL INC — crossed $1B in regulatory AUM ($963.7M -> $1.06B). IAPD ↗
85
BOURGEON CAPITAL MANAGEMENT LLC — crossed $1B in regulatory AUM ($917.6M -> $1.07B). IAPD ↗
85
CLEARBROOK INVESTMENT CONSULTING LLC — crossed $1B in regulatory AUM ($470.1M -> $13.72B). IAPD ↗
85
SPECTRUM INVESTMENT ADVISORS, INC. — crossed $1B in regulatory AUM ($849.7M -> $1.06B). IAPD ↗
85
SUMMIT ASSET MANAGEMENT LLC — crossed $1B in regulatory AUM ($938.9M -> $1.08B). IAPD ↗
85
OARSMAN CAPITAL, INC — crossed $1B in regulatory AUM ($926.8M -> $1.17B). IAPD ↗
85
SCHAEFER FINANCIAL MANAGEMENT, INC. — crossed $1B in regulatory AUM ($979.1M -> $1.11B). IAPD ↗
85
KNIGHTSBRIDGE WEALTH MANAGEMENT — crossed $1B in regulatory AUM ($833.5M -> $1.12B). IAPD ↗
85
THE NORTHSTAR GROUP, INC. — crossed $1B in regulatory AUM ($871.6M -> $1.01B). IAPD ↗
85
HARVEY INVESTMENT COMPANY, LLC — crossed $1B in regulatory AUM ($941.5M -> $1.03B). IAPD ↗
85
AB CUSTOM ALTERNATIVE SOLUTIONS LLC — crossed $1B in regulatory AUM ($746.0M -> $1.42B). IAPD ↗
85
NTV ASSET MANAGEMENT, LLC — crossed $1B in regulatory AUM ($963.4M -> $1.16B). IAPD ↗
85
DOCK STREET ASSET MANAGEMENT INC — crossed $1B in regulatory AUM ($905.8M -> $1.11B). IAPD ↗
85
VIOLICH CAPITAL MANAGEMENT — crossed $1B in regulatory AUM ($911.7M -> $1.04B). IAPD ↗
85
AEGIS FINANCIAL CORPORATION — crossed $1B in regulatory AUM ($381.0M -> $1.37B). IAPD ↗
85
MORLING FINANCIAL ADVISORS, LLC — crossed $1B in regulatory AUM ($755.7M -> $1.05B). IAPD ↗
85
STANLEY-LAMAN GROUP LTD. — crossed $1B in regulatory AUM ($979.3M -> $1.02B). IAPD ↗
85
GOULD ASSET MANAGEMENT LLC — crossed $1B in regulatory AUM ($901.3M -> $1.03B). IAPD ↗
85
HENDERSHOT INVESTMENTS, INC. — crossed $1B in regulatory AUM ($984.7M -> $1.07B). IAPD ↗
85
FOUNDATION RESOURCE MANAGEMENT, INC. — crossed $1B in regulatory AUM ($918.4M -> $1.14B). IAPD ↗
85
LUCID ADVISORS, INC. — crossed $1B in regulatory AUM ($958.1M -> $1.15B). IAPD ↗
85
BLUESKY WEALTH ADVISORS, LLC — crossed $1B in regulatory AUM ($849.8M -> $1.00B). IAPD ↗
85
FAITHWARD ADVISORS, LLC — crossed $1B in regulatory AUM ($906.0M -> $1.05B). IAPD ↗
85
DETALUS ADVISORS, LLC — crossed $1B in regulatory AUM ($928.4M -> $2.22B). IAPD ↗
85
LAUREL WEALTH ADVISORS, LLC — crossed $1B in regulatory AUM ($972.7M -> $1.11B). IAPD ↗
85
CONCORD WEALTH PARTNERS — crossed $1B in regulatory AUM ($946.0M -> $1.07B). IAPD ↗
85
NUVERSE ADVISORS LLC — crossed $1B in regulatory AUM ($963.7M -> $1.18B). IAPD ↗
85
SCHNIEDERS CAPITAL MANAGEMENT, LLC. — crossed $1B in regulatory AUM ($864.4M -> $1.06B). IAPD ↗
85
LIGHTHOUSE FINANCIAL ADVISORS, INC. — crossed $1B in regulatory AUM ($869.2M -> $1.11B). IAPD ↗
85
GIBRALTAR CAPITAL MANAGEMENT, INC. — crossed $1B in regulatory AUM ($840.6M -> $1.35B). IAPD ↗
85
FIFTH AVENUE FAMILY OFFICE — crossed $1B in regulatory AUM ($908.5M -> $1.35B). IAPD ↗
85
COOPER/HAIMS ADVISORS, LLC — crossed $1B in regulatory AUM ($939.2M -> $1.15B). IAPD ↗
85
PATHWAY FINANCIAL ADVISORS, LLC — crossed $1B in regulatory AUM ($894.8M -> $1.65B). IAPD ↗
85
PKS ADVISORY SERVICES, LLC — crossed $1B in regulatory AUM ($905.4M -> $1.09B). IAPD ↗
85
ELGETHUN CAPITAL MANAGEMENT — crossed $1B in regulatory AUM ($884.5M -> $1.14B). IAPD ↗
85
GFG CAPITAL — crossed $1B in regulatory AUM ($891.2M -> $1.01B). IAPD ↗
85
KORHORN FINANCIAL GROUP — crossed $1B in regulatory AUM ($934.5M -> $1.15B). IAPD ↗
85
MINNEAPOLIS PORTFOLIO MANAGEMENT GROUP, LLC — crossed $1B in regulatory AUM ($900.6M -> $1.10B). IAPD ↗
85
NAVIGATION GROUP LLC — crossed $1B in regulatory AUM ($927.5M -> $1.01B). IAPD ↗
85
SALEM PARTNERS WEALTH MANAGEMENT, LLC — crossed $1B in regulatory AUM ($413.3M -> $1.50B). IAPD ↗
85
WATTS GWILLIAM & COMPANY, LLC — crossed $1B in regulatory AUM ($818.9M -> $1.03B). IAPD ↗
85
CAPSOUTH WEALTH MANAGEMENT — crossed $1B in regulatory AUM ($884.4M -> $1.00B). IAPD ↗
85
BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC — crossed $1B in regulatory AUM ($854.7M -> $1.12B). IAPD ↗
85
SG CAPITAL MANAGEMENT LLC — crossed $1B in regulatory AUM ($957.4M -> $1.38B). IAPD ↗
85
ARCHER INVESTMENT CORPORATION — crossed $1B in regulatory AUM ($900.5M -> $1.01B). IAPD ↗
85
EVEREST FINANCIAL GROUP — crossed $1B in regulatory AUM ($912.4M -> $1.00B). IAPD ↗
85
PYA WALTMAN CAPITAL, LLC — crossed $1B in regulatory AUM ($819.3M -> $1.01B). IAPD ↗
85
VECTORS ASSET MANAGEMENT — crossed $1B in regulatory AUM ($844.5M -> $1.01B). IAPD ↗
85
ANDERSON GROWTH PARTNERS, LLC — crossed $1B in regulatory AUM ($919.5M -> $1.01B). IAPD ↗
85
KOHMANN BOSSHARD FINANCIAL SERVICES, LLC. — crossed $1B in regulatory AUM ($910.7M -> $1.12B). IAPD ↗
85
STERLING INVESTMENT ADVISORS LTD. — crossed $1B in regulatory AUM ($961.4M -> $1.08B). IAPD ↗
85
SIKICH FINANCIAL — crossed $1B in regulatory AUM ($920.0M -> $1.18B). IAPD ↗
85
KEATING FINANCIAL ADVISORY SERVICES — crossed $1B in regulatory AUM ($330.0M -> $1.45B). IAPD ↗
85
PARAGON FINANCIAL ADVISORS — crossed $1B in regulatory AUM ($847.0M -> $1.05B). IAPD ↗
85
GILMAN HILL ASSET MANAGEMENT, LLC — crossed $1B in regulatory AUM ($782.9M -> $1.24B). IAPD ↗
85
WORTHPOINTE — crossed $1B in regulatory AUM ($885.6M -> $1.06B). IAPD ↗
85
ARGOS WEALTH ADVISORS LLC — crossed $1B in regulatory AUM ($897.2M -> $1.04B). IAPD ↗
85
ADDISON CAPITAL — crossed $1B in regulatory AUM ($808.0M -> $1.12B). IAPD ↗
85
FULCRUM CAPITAL, LLC — crossed $1B in regulatory AUM ($975.9M -> $1.08B). IAPD ↗
85
AVIANCE CAPITAL PARTNERS LLC — crossed $1B in regulatory AUM ($971.0M -> $1.13B). IAPD ↗
85
W.A. SMITH FINANCIAL GROUP — crossed $1B in regulatory AUM ($962.6M -> $1.16B). IAPD ↗
85
JACKSON WEALTH MANAGEMENT, LLC — crossed $1B in regulatory AUM ($856.7M -> $1.07B). IAPD ↗
85
EAST COAST ASSET MANAGEMENT, LLC — crossed $1B in regulatory AUM ($750.2M -> $1.01B). IAPD ↗
85
ALPHA OMEGA WEALTH MANAGEMENT, LLC — crossed $1B in regulatory AUM ($905.8M -> $1.02B). IAPD ↗
85
THREE BRIDGE WEALTH ADVISORS — crossed $1B in regulatory AUM ($817.8M -> $1.05B). IAPD ↗
85
WELLINGTON SHIELDS CAPITAL MANAGEMENT, LLC — crossed $1B in regulatory AUM ($999.7M -> $1.17B). IAPD ↗
85
TALSON CAPITAL MANAGEMENT L.P. — crossed $1B in regulatory AUM ($865.4M -> $1.06B). IAPD ↗
85
FORT SHERIDAN ADVISORS LLC — crossed $1B in regulatory AUM ($908.9M -> $1.03B). IAPD ↗
85
GIA PARTNERS, LLC. — crossed $1B in regulatory AUM ($984.7M -> $1.06B). IAPD ↗
85
ARMBRUSTER CAPITAL MANAGEMENT, INC. — crossed $1B in regulatory AUM ($900.8M -> $1.06B). IAPD ↗
85
FINANCIAL ADVISORS NETWORK, INC. — crossed $1B in regulatory AUM ($954.0M -> $1.11B). IAPD ↗
85
ASSET ALLOCATION STRATEGIES, LLC — crossed $1B in regulatory AUM ($767.4M -> $1.02B). IAPD ↗
85
VANTAGE WEALTH MANAGEMENT, LLC — crossed $1B in regulatory AUM ($897.4M -> $1.12B). IAPD ↗
85
NORTHWEST WEALTH MANAGEMENT, LLC — crossed $1B in regulatory AUM ($865.2M -> $1.03B). IAPD ↗
85
INSIGHT WEALTH PARTNERS — crossed $1B in regulatory AUM ($970.3M -> $1.12B). IAPD ↗
85
WAYCROSS PARTNERS, LLC — crossed $1B in regulatory AUM ($865.5M -> $1.18B). IAPD ↗
85
MCGOWAN GROUP ASSET MANAGEMENT, INC. — crossed $1B in regulatory AUM ($996.7M -> $1.08B). IAPD ↗
85
ELWOOD & GOETZ — crossed $1B in regulatory AUM ($813.0M -> $1.07B). IAPD ↗
85
LEGACY FINANCIAL GROUP — crossed $1B in regulatory AUM ($840.4M -> $1.01B). IAPD ↗
85
ST. CLAIR ADVISORS, LLC — crossed $1B in regulatory AUM ($997.6M -> $1.07B). IAPD ↗
85
JT STRATFORD, LLC — crossed $1B in regulatory AUM ($814.9M -> $1.01B). IAPD ↗
85
P/E GLOBAL LLC — crossed $1B in regulatory AUM ($702.6M -> $1.71B). IAPD ↗
85
WALKNER CONDON FINANCIAL ADVISORS LLC — crossed $1B in regulatory AUM ($732.8M -> $1.03B). IAPD ↗
85
NEW LEGACY GROUP, LLC — crossed $1B in regulatory AUM ($707.9M -> $1.28B). IAPD ↗
85
AVIER WEALTH ADVISORS — crossed $1B in regulatory AUM ($964.4M -> $1.19B). IAPD ↗
85
REAGAN COMPANIES ASSET MANAGEMENT, INC — crossed $1B in regulatory AUM ($992.3M -> $1.16B). IAPD ↗
85
ROTHSCHILD WEALTH LLC — crossed $1B in regulatory AUM ($751.1M -> $1.70B). IAPD ↗
85
ASA MANAGED ACCOUNT MANAGERS LLC — crossed $1B in regulatory AUM ($920.2M -> $1.06B). IAPD ↗
85
MARSHALL + STERLING WEALTH ADVISORS, INC. — crossed $1B in regulatory AUM ($995.8M -> $1.59B). IAPD ↗
85
TEAMWORK FINANCIAL ADVISORS, LLC — crossed $1B in regulatory AUM ($800.5M -> $1.01B). IAPD ↗
85
ZEVIN ASSET MANAGEMENT, LLC — crossed $1B in regulatory AUM ($892.9M -> $1.02B). IAPD ↗
85
THE JOSEPH GROUP CAPITAL MANAGEMENT — crossed $1B in regulatory AUM ($947.0M -> $1.09B). IAPD ↗
85
TREBUCHET CONSULTING, LLC — crossed $1B in regulatory AUM ($921.4M -> $1.08B). IAPD ↗
85
RED OAK FINANCIAL GROUP — crossed $1B in regulatory AUM ($836.8M -> $1.04B). IAPD ↗
85
FI3 FINANCIAL ADVISORS, LLC — crossed $1B in regulatory AUM ($928.4M -> $1.14B). IAPD ↗
85
DE GROOTE FINANCIAL GROUP, LLC — crossed $1B in regulatory AUM ($750.6M -> $1.22B). IAPD ↗
85
IBEX WEALTH ADVISORS, LLC — crossed $1B in regulatory AUM ($963.3M -> $1.28B). IAPD ↗
85
KERBERROSE WEALTH MANAGEMENT, LLC — crossed $1B in regulatory AUM ($909.8M -> $1.16B). IAPD ↗
85
LAFLEUR & GODFREY PRIVATE WEALTH MANAGEMENT — crossed $1B in regulatory AUM ($927.4M -> $1.02B). IAPD ↗
85
VIRTUS ADVISERS, LLC — crossed $1B in regulatory AUM ($567.1M -> $1.42B). IAPD ↗
85
EVERGREEN WEALTH — crossed $1B in regulatory AUM ($969.8M -> $1.18B). IAPD ↗
85
FOURTHSTONE LLC — crossed $1B in regulatory AUM ($957.5M -> $1.22B). IAPD ↗
85
CONCENTUS WEALTH ADVISORS — crossed $1B in regulatory AUM ($899.1M -> $1.08B). IAPD ↗
85
LIQUID STRATEGIES, LLC — crossed $1B in regulatory AUM ($950.4M -> $1.45B). IAPD ↗
85
SIVIA CAPITAL PARTNERS, LLC — crossed $1B in regulatory AUM ($640.8M -> $1.24B). IAPD ↗
85
FREEDOM 3 CAPITAL LLC — crossed $1B in regulatory AUM ($930.2M -> $1.05B). IAPD ↗
85
VERDAD ADVISERS, L.P. — crossed $1B in regulatory AUM ($867.3M -> $1.18B). IAPD ↗
85
GEOMETRIC WEALTH ADVISORS, LLC — crossed $1B in regulatory AUM ($971.6M -> $1.33B). IAPD ↗
85
LWM ADVISORY SERVICES, LLC — crossed $1B in regulatory AUM ($837.8M -> $1.09B). IAPD ↗
85
ALASKA WEALTH ADVISORS — crossed $1B in regulatory AUM ($925.4M -> $1.16B). IAPD ↗
85
FORTIS CAPITAL MANAGEMENT LLC — crossed $1B in regulatory AUM ($775.9M -> $1.16B). IAPD ↗
85
IFG ADVISORS, LLC — crossed $1B in regulatory AUM ($818.0M -> $1.03B). IAPD ↗
85
GR FINANCIAL GROUP, LLC — crossed $1B in regulatory AUM ($981.5M -> $1.05B). IAPD ↗
85
L2 ASSET MANAGEMENT, LLC — crossed $1B in regulatory AUM ($819.6M -> $1.27B). IAPD ↗
85
AUSTIN WEALTH MANAGEMENT, LLC — crossed $1B in regulatory AUM ($766.4M -> $1.08B). IAPD ↗
85
WATERFRONT WEALTH INC. — crossed $1B in regulatory AUM ($890.0M -> $1.14B). IAPD ↗
85
OAK HARVEST INVESTMENT SERVICES — crossed $1B in regulatory AUM ($940.8M -> $1.14B). IAPD ↗
85
LINEWEAVER WEALTH ADVISORS — crossed $1B in regulatory AUM ($908.4M -> $1.08B). IAPD ↗
85
SHARIAPORTFOLIO, INC. — crossed $1B in regulatory AUM ($260.9M -> $3.01B). IAPD ↗
85
LEAR INVESTMENT MANAGEMENT — crossed $1B in regulatory AUM ($805.7M -> $1.24B). IAPD ↗
85
PROVIDENCE CAPITAL ADVISORS, LLC — crossed $1B in regulatory AUM ($916.3M -> $1.07B). IAPD ↗
85
THE GLEASON GROUP, INC. — crossed $1B in regulatory AUM ($973.9M -> $1.61B). IAPD ↗
85
INTEGRATED INVESTMENT CONSULTANTS, LLC — crossed $1B in regulatory AUM ($773.2M -> $1.08B). IAPD ↗
85
GOLDSTONE FINANCIAL GROUP, LLC — crossed $1B in regulatory AUM ($917.5M -> $1.05B). IAPD ↗
85
BERKELEY CAPITAL PARTNERS, LLC — crossed $1B in regulatory AUM ($999.1M -> $1.10B). IAPD ↗
85
GIBBS WEALTH MANAGEMENT, LLC — crossed $1B in regulatory AUM ($639.2M -> $1.06B). IAPD ↗
85
MARIETTA WEALTH MANAGEMENT, LLC — crossed $1B in regulatory AUM ($974.4M -> $1.39B). IAPD ↗
85
DGS CAPITAL MANAGEMENT — crossed $1B in regulatory AUM ($535.5M -> $1.05B). IAPD ↗
85
STERLING INVESTMENT COUNSEL, LLC — crossed $1B in regulatory AUM ($819.3M -> $1.03B). IAPD ↗
85
ELEMENT POINTE FAMILY OFFICE — crossed $1B in regulatory AUM ($854.5M -> $1.22B). IAPD ↗
85
GLEN EAGLE ADVISORS, LLC — crossed $1B in regulatory AUM ($880.5M -> $1.03B). IAPD ↗
85
GOEHRING & ROZENCWAJG ASSOCIATES, LLC — crossed $1B in regulatory AUM ($726.2M -> $1.51B). IAPD ↗
85
VESTWELL ADVISORS LLC — crossed $1B in regulatory AUM ($427.1M -> $1.03B). IAPD ↗
85
CLARK ASSET MANAGEMENT, LLC — crossed $1B in regulatory AUM ($778.3M -> $1.32B). IAPD ↗
85
ISTO ADVISORS, LLC — crossed $1B in regulatory AUM ($871.6M -> $1.06B). IAPD ↗
85
MG&A WEALTH — crossed $1B in regulatory AUM ($801.7M -> $1.02B). IAPD ↗
85
FIDUCIARY FINANCIAL GROUP, LLC — crossed $1B in regulatory AUM ($865.2M -> $1.01B). IAPD ↗
85
JACKSON HOLE CAPITAL PARTNERS, LLC — crossed $1B in regulatory AUM ($967.5M -> $1.09B). IAPD ↗
85
WISS PRIVATE CLIENT ADVISORS, LLC — crossed $1B in regulatory AUM ($809.7M -> $1.22B). IAPD ↗
85
ONE CHARLES PRIVATE WEALTH — crossed $1B in regulatory AUM ($936.4M -> $1.09B). IAPD ↗
85
WEAVER CONSULTING GROUP, LLC — crossed $1B in regulatory AUM ($892.9M -> $1.05B). IAPD ↗
85
FINANCIAL PARTNERS GROUP, INC. — crossed $1B in regulatory AUM ($973.3M -> $1.15B). IAPD ↗
85
INTEGRITY ADVISORY SOLUTIONS — crossed $1B in regulatory AUM ($512.3M -> $1.10B). IAPD ↗
85
KPP ADVISORY SERVICES LLC — crossed $1B in regulatory AUM ($874.3M -> $1.24B). IAPD ↗
85
HIGH PROBABILITY ADVISORS, LLC — crossed $1B in regulatory AUM ($813.4M -> $1.05B). IAPD ↗
85
STAGE HARBOR FINANCIAL — crossed $1B in regulatory AUM ($972.9M -> $1.10B). IAPD ↗
85
LGL PARTNERS, LLC — crossed $1B in regulatory AUM ($847.9M -> $1.71B). IAPD ↗
85
CALIGAN PARTNERS — crossed $1B in regulatory AUM ($419.0M -> $1.09B). IAPD ↗
85
BRIO FINANCIAL GROUP — crossed $1B in regulatory AUM ($842.6M -> $1.06B). IAPD ↗
85
CREDICORP CAPITAL ADVISORS LLC — crossed $1B in regulatory AUM ($983.4M -> $1.58B). IAPD ↗
85
VESTIA PERSONAL WEALTH ADVISORS — crossed $1B in regulatory AUM ($827.3M -> $1.06B). IAPD ↗
85
HEIRLOOM WEALTH MANAGEMENT LLC — crossed $1B in regulatory AUM ($829.3M -> $1.11B). IAPD ↗
85
SOVEREIGN FINANCIAL GROUP, INC. — crossed $1B in regulatory AUM ($882.7M -> $1.08B). IAPD ↗
85
QP GLOBAL FAMILY OFFICES, LLC — crossed $1B in regulatory AUM ($964.0M -> $1.05B). IAPD ↗
85
MCGUIRE WEALTH MANAGEMENT — crossed $1B in regulatory AUM ($819.0M -> $1.06B). IAPD ↗
85
LAKE STREET — crossed $1B in regulatory AUM ($961.8M -> $1.16B). IAPD ↗
85
CENTURA WEALTH ADVISORY — crossed $1B in regulatory AUM ($769.1M -> $1.20B). IAPD ↗
85
DECISIONPOINT FINANCIAL, LLC — crossed $1B in regulatory AUM ($848.7M -> $1.22B). IAPD ↗
85
CALLODINE CAPITAL MANAGEMENT — crossed $1B in regulatory AUM ($787.3M -> $2.03B). IAPD ↗
85
PRINCIPAL ADVISED SERVICES — crossed $1B in regulatory AUM ($887.3M -> $1.42B). IAPD ↗
85
DURATION ASSET MANAGEMENT, LLC — crossed $1B in regulatory AUM ($467.3M -> $1.58B). IAPD ↗
85
JOURNEY WEALTH MANAGEMENT — crossed $1B in regulatory AUM ($940.7M -> $1.39B). IAPD ↗
85
MATTERN CAPITAL MANAGEMENT, LLC — crossed $1B in regulatory AUM ($998.9M -> $1.07B). IAPD ↗
85
KINTRA WEALTH, LLC — crossed $1B in regulatory AUM ($460.9M -> $1.50B). IAPD ↗
85
HOHIMER WEALTH MANAGEMENT, LLC — crossed $1B in regulatory AUM ($993.7M -> $1.26B). IAPD ↗
85
BASS AND BELL, INC. — crossed $1B in regulatory AUM ($874.6M -> $1.02B). IAPD ↗
85
CW INVESTMENT ADVISERS, LLC — crossed $1B in regulatory AUM ($884.0M -> $1.08B). IAPD ↗
85
SITTNER & NELSON, LLC — crossed $1B in regulatory AUM ($900.0M -> $1.05B). IAPD ↗
85
THE KELLY GROUP — crossed $1B in regulatory AUM ($953.2M -> $1.13B). IAPD ↗
85
CHILDRESS CAPITAL ADVISORS, LLC — crossed $1B in regulatory AUM ($826.2M -> $1.21B). IAPD ↗
85
HERITAGE CAPITAL ADVISORS, LLC — crossed $1B in regulatory AUM ($672.5M -> $1.26B). IAPD ↗
85
PIVOTAL ADVISORS LLC — crossed $1B in regulatory AUM ($412.3M -> $1.07B). IAPD ↗
85
CORVUS WEALTH ADVISORS LLC — crossed $1B in regulatory AUM ($870.6M -> $1.08B). IAPD ↗
85
SNOWWATER INVESTMENT PARTNERS, LLC — crossed $1B in regulatory AUM ($795.0M -> $1.30B). IAPD ↗
85
ASPIRE GROWTH PARTNERS LLC — crossed $1B in regulatory AUM ($992.5M -> $1.19B). IAPD ↗
85
RHO TREASURY — crossed $1B in regulatory AUM ($704.2M -> $1.89B). IAPD ↗
85
THEPARTNERS WEALTH MANAGEMENT — crossed $1B in regulatory AUM ($454.5M -> $1.18B). IAPD ↗
85
POINTOAK RETIREMENT ADVISORS — crossed $1B in regulatory AUM ($818.7M -> $1.08B). IAPD ↗
85
DOUBLE EAGLE FAMILY OFFICES, LLC — crossed $1B in regulatory AUM ($530.9M -> $1.40B). IAPD ↗
85
VANTAGE FINANCIAL PARTNERS, LLC — crossed $1B in regulatory AUM ($810.7M -> $1.02B). IAPD ↗
85
VERTEX PARTNERS — crossed $1B in regulatory AUM ($827.9M -> $1.01B). IAPD ↗
85
FORTITUDE FAMILY OFFICE — crossed $1B in regulatory AUM ($893.7M -> $1.00B). IAPD ↗
85
ADVYZON INVESTMENT MANAGEMENT, LLC — crossed $1B in regulatory AUM ($502.4M -> $1.68B). IAPD ↗
85
49 FINANCIAL — crossed $1B in regulatory AUM ($871.4M -> $1.40B). IAPD ↗
85
BREAKWATER CAPITAL GROUP — crossed $1B in regulatory AUM ($843.4M -> $1.02B). IAPD ↗
85
APOLLON FINANCIAL, LLC — crossed $1B in regulatory AUM ($890.4M -> $1.45B). IAPD ↗
85
SOLLINDA CAPITAL MANAGEMENT LLC — crossed $1B in regulatory AUM ($909.4M -> $1.02B). IAPD ↗
85
BUCK WEALTH STRATEGIES, LLC — crossed $1B in regulatory AUM ($565.4M -> $1.64B). IAPD ↗
85
SHERMAN PORTFOLIOS — crossed $1B in regulatory AUM ($581.6M -> $1.56B). IAPD ↗
85
SMITH BROTHERS FINANCIAL, LLC — crossed $1B in regulatory AUM ($999.2M -> $1.11B). IAPD ↗
85
JOCELYN INVESTMENT MANAGEMENT, LLC — crossed $1B in regulatory AUM ($919.7M -> $1.01B). IAPD ↗
85
UPTICK PARTNERS, LLC — crossed $1B in regulatory AUM ($688.1M -> $1.06B). IAPD ↗
85
SECOND LINE CAPITAL, LLC — crossed $1B in regulatory AUM ($723.0M -> $1.32B). IAPD ↗
85
BLUESTEM WEALTH PARTNERS, LLC — crossed $1B in regulatory AUM ($968.0M -> $1.12B). IAPD ↗
85
VICTORY FINANCIAL — crossed $1B in regulatory AUM ($687.6M -> $1.34B). IAPD ↗
85
COREVISION FINANCIAL GROUP — crossed $1B in regulatory AUM ($352.3M -> $1.15B). IAPD ↗
85
BRIDGEPORT FINANCIAL SOLUTIONS — crossed $1B in regulatory AUM ($484.5M -> $1.05B). IAPD ↗
85
FARTHER ASSET MANAGEMENT, LLC — crossed $1B in regulatory AUM ($290.6M -> $2.91B). IAPD ↗
85
FIDUCIARY BENEFITS GROUP — crossed $1B in regulatory AUM ($843.4M -> $1.07B). IAPD ↗
85
THREE SEASONS WEALTH — crossed $1B in regulatory AUM ($361.7M -> $1.23B). IAPD ↗
85
FORM WEALTH ADVISORS, LLC — crossed $1B in regulatory AUM ($932.3M -> $1.06B). IAPD ↗
85
TRIAD WEALTH PARTNERS, LLC — crossed $1B in regulatory AUM ($425.0M -> $1.53B). IAPD ↗
85
AC WEALTH PARTNERS — crossed $1B in regulatory AUM ($466.4M -> $1.07B). IAPD ↗
85
LEGACY EDGE ADVISORS — crossed $1B in regulatory AUM ($896.2M -> $1.23B). IAPD ↗
85
CRUSONIA WEALTH ADVISORS LLC — crossed $1B in regulatory AUM ($161.3M -> $1.18B). IAPD ↗
85
ALLEGIANT WEALTH ADVISORS, LLC — crossed $1B in regulatory AUM ($956.5M -> $1.17B). IAPD ↗
85
BEARING POINT CAPITAL — crossed $1B in regulatory AUM ($907.5M -> $1.11B). IAPD ↗
85
BURLING WEALTH PARTNERS — crossed $1B in regulatory AUM ($768.0M -> $1.00B). IAPD ↗
85
BASECAMP WEALTH ADVISORS, LLC — crossed $1B in regulatory AUM ($882.3M -> $1.08B). IAPD ↗
85
LATHROP INVESTMENT MANAGEMENT COMPANY — crossed $1B in regulatory AUM ($937.1M -> $1.01B). IAPD ↗
85
VERITA STRATEGIC WEALTH PARTNERS, LLC — crossed $1B in regulatory AUM ($854.8M -> $1.01B). IAPD ↗
85
MARBLE WEALTH, LLC — crossed $1B in regulatory AUM ($894.6M -> $1.05B). IAPD ↗
85
PIVOT CAPITAL PARTNERS LLC — crossed $1B in regulatory AUM ($139.0M -> $1.40B). IAPD ↗
85
OPENARC CORPORATE ADVISORY, LLC — crossed $1B in regulatory AUM ($443.7M -> $10.09B). IAPD ↗
70
WILLIAM BLAIR & COMPANY L.L.C. — now reports custody of client assets ($55.0M). IAPD ↗
70
MONEY CONCEPTS ADVISORY SERVICE — now reports custody of client assets ($2.20B). IAPD ↗
70
MADISON AVENUE SECURITIES, LLC — now reports custody of client assets ($270.1M). IAPD ↗
70
SANTANDER SECURITIES — now reports custody of client assets ($7.8M). IAPD ↗
70
TERRY MCDANIEL & COMPANY — now reports custody of client assets ($308.5M). IAPD ↗
70
BPS WEALTH ADVISORS, INC. — now reports custody of client assets ($135.9M). IAPD ↗
70
RETIREMENT INVESTMENT ADVISORS INC — now reports custody of client assets ($10.4M). IAPD ↗
70
PROVIDENT INVESTMENT MANAGEMENT, INC. — now reports custody of client assets ($82.3M). IAPD ↗
70
BEAIRD HARRIS — now reports custody of client assets ($266.1M). IAPD ↗
70
NISA INVESTMENT ADVISORS, LLC — now reports custody of client assets ($379.9M). IAPD ↗
70
BALDWIN INVESTMENT MANAGEMENT, LLC — now reports custody of client assets ($2.44B). IAPD ↗
70
MOISAND FITZGERALD TAMAYO, LLC — now reports custody of client assets ($77.3M). IAPD ↗
70
BRIDGEWATER ADVISORS INC. — now reports custody of client assets ($92.8M). IAPD ↗
70
BEESE FULMER PRIVATE WEALTH MANAGEMENT — now reports custody of client assets ($310.6M). IAPD ↗
70
J. W. COLE ADVISORS, INC. — now reports custody of client assets ($556.0M). IAPD ↗
70
GREENWOOD CAPITAL ASSOCIATES, LLC — now reports custody of client assets ($926.8M). IAPD ↗
70
INVESTMENT MANAGEMENT GROUP — now reports custody of client assets ($591.7M). IAPD ↗
70
ANCORA ADVISORS LLC — now reports custody of client assets ($1.97B). IAPD ↗
70
ANCORA PRIVATE WEALTH ADVISORS, LLC — now reports custody of client assets ($9.54B). IAPD ↗
70
ELEVATION POINT WEALTH PARTNERS, LLC — now reports custody of client assets ($493.5M). IAPD ↗
70
FOUNDERS FINANCIAL SECURITIES, LLC — now reports custody of client assets ($1.5M). IAPD ↗
70
LEGACY ADVISORS, LLC — now reports custody of client assets ($214.4M). IAPD ↗
70
HECK CAPITAL ADVISORS, LLC — now reports custody of client assets ($5.65B). IAPD ↗
70
REDHAWK WEALTH ADVISORS, INC. — now reports custody of client assets ($391.1M). IAPD ↗
70
NORTHWEST ASSET MANAGEMENT — now reports custody of client assets ($615.5M). IAPD ↗
70
RIA ADVISORS — now reports custody of client assets ($1.24B). IAPD ↗
70
FINANCIAL ADVISORS NETWORK, INC. — now reports custody of client assets ($3.5M). IAPD ↗
70
MCGOWAN GROUP ASSET MANAGEMENT, INC. — now reports custody of client assets ($9.0M). IAPD ↗
70
DT INVESTMENT PARTNERS, LLC — now reports custody of client assets ($1.5M). IAPD ↗
70
CAPITAL WEALTH MANAGEMENT, LLC — now reports custody of client assets ($199.6M). IAPD ↗
70
WESTMOUNT PARTNERS, LLC — now reports custody of client assets ($51,878). IAPD ↗
70
STRATEGIC WEALTH INVESTMENT GROUP, LLC — now reports custody of client assets ($928). IAPD ↗
70
COMPOUND PLANNING, INC. — now reports custody of client assets ($1.33B). IAPD ↗
70
GOLDSTONE FINANCIAL GROUP, LLC — now reports custody of client assets ($212.6M). IAPD ↗
70
HIGH PROBABILITY ADVISORS, LLC — now reports custody of client assets ($141,316). IAPD ↗
70
TRIVIUM POINT ADVISORY, LLC — now reports custody of client assets ($155.3M). IAPD ↗
70
SOVEREIGN FINANCIAL GROUP, INC. — now reports custody of client assets ($1.04B). IAPD ↗
70
COLTER LEWIS INVESTMENT PARTNERS, LLC — now reports custody of client assets ($30.8M). IAPD ↗
70
MAIN STREET FINANCIAL SOLUTIONS, LLC — now reports custody of client assets ($43.0M). IAPD ↗
70
PINE GROVE FINANCIAL GROUP — now reports custody of client assets ($657,319). IAPD ↗
70
TRB WEALTH MANAGEMENT, LLC — now reports custody of client assets ($443.1M). IAPD ↗
70
BELZBERG & CO. — now reports custody of client assets ($268.0M). IAPD ↗
70
BREAKWATER CAPITAL GROUP — now reports custody of client assets ($104,761). IAPD ↗
70
FIDELIS CAPITAL — now reports custody of client assets ($1.25B). IAPD ↗
70
FARTHER ASSET MANAGEMENT, LLC — now reports custody of client assets ($8.8M). IAPD ↗
70
TRIAD WEALTH PARTNERS, LLC — now reports custody of client assets ($263.1M). IAPD ↗
70
FORZA INVESTMENT GROUP, LP — now reports custody of client assets ($7.87B). IAPD ↗
70
CRUSONIA WEALTH ADVISORS LLC — now reports custody of client assets ($65.0M). IAPD ↗
70
MOMENT PARTNERS, LLC — now reports custody of client assets ($99.4M). IAPD ↗
70
MARBLE WEALTH, LLC — now reports custody of client assets ($257.8M). IAPD ↗
70
LAUREL OAK WEALTH MANAGEMENT, LLC — now reports custody of client assets ($52.9M). IAPD ↗
70
OPENARC CORPORATE ADVISORY, LLC — now reports custody of client assets ($820.3M). IAPD ↗
70
ACTIV8 FAMILY OFFICE LLC — now reports custody of client assets ($395.4M). IAPD ↗
70
STONEBRIDGE FINANCIAL GROUP, LLC — now reports custody of client assets ($97.8M). IAPD ↗
70
71 WEST CAPITAL PARTNERS — now reports custody of client assets ($340.4M). IAPD ↗
68
BERNZOTT CAPITAL ADVISORS — now reports custody of client assets ($53.0M). IAPD ↗
68
JOHNSON FINANCIAL ADVISORS — now reports custody of client assets ($81.2M). IAPD ↗
68
FIRST FINANCIAL ADVISORY SERVICES INC — now reports custody of client assets ($29.9M). IAPD ↗
68
WEBER ASSET MANAGEMENT, INC. — now reports custody of client assets ($153.5M). IAPD ↗
68
CHERRY CREEK INVESTMENT ADVISORS INC — now reports custody of client assets ($158.0M). IAPD ↗
68
FAGAN ASSOCIATES INC — now reports custody of client assets ($2.9M). IAPD ↗
68
YUKON WEALTH MANAGEMENT, INC. — now reports custody of client assets ($465.4M). IAPD ↗
68
CAPITOL FINANCIAL CONSULTANTS, INC. — now reports custody of client assets ($175.3M). IAPD ↗
68
MERIDIAN INVESTMENT ADVISORS — now reports custody of client assets ($168.9M). IAPD ↗
68
FINANCIAL SENSE ADVISORS, INC. — now reports custody of client assets ($543.6M). IAPD ↗
68
STEPHENSON AND COMPANY, INC. — now reports custody of client assets ($93.3M). IAPD ↗
68
NOVAK & POWELL FINANCIAL SERVICES, INC. — now reports custody of client assets ($4.2M). IAPD ↗
68
ADDINGTON FINANCIAL GROUP LLC — now reports custody of client assets ($293.1M). IAPD ↗
68
HARMONY ASSET MANAGEMENT LLC — now reports custody of client assets ($97.4M). IAPD ↗
68
PSI CAPITAL MANAGEMENT — now reports custody of client assets ($85.4M). IAPD ↗
68
SNIDER FINANCIAL GROUP — now reports custody of client assets ($2.0M). IAPD ↗
68
LEGAL ADVANTAGE INVESTMENTS, INC. — now reports custody of client assets ($11.3M). IAPD ↗
68
MINE & ARAO WEALTH CREATION AND MANAGEMENT, LLC — now reports custody of client assets ($70.6M). IAPD ↗
68
SPRENG CAPITAL MANAGEMENT, INC. — now reports custody of client assets ($5.0M). IAPD ↗
68
PRIVATE WEALTH MANAGEMENT, INC. — now reports custody of client assets ($156.2M). IAPD ↗
68
WEALTHEDGE INVESTMENT ADVISORS, LLC — now reports custody of client assets ($1.9M). IAPD ↗
68
ALLGEN FINANCIAL ADVISORS, INC. — now reports custody of client assets ($475.2M). IAPD ↗
68
STONEHEARTH CAPITAL MANAGEMENT — now reports custody of client assets ($90.4M). IAPD ↗
68
NORRIS FINANCIAL GROUP, LLC — now reports custody of client assets ($12.4M). IAPD ↗
68
SUPERIOR PLANNING WEALTH MANAGEMENT & FAMILY OFFICE — now reports custody of client assets ($340.7M). IAPD ↗
68
KIRTLAND FINANCIAL MANAGEMENT, INC. — now reports custody of client assets ($33.3M). IAPD ↗
68
GOODWIN INVESTMENT ADVISORY — now reports custody of client assets ($33.8M). IAPD ↗
68
STERLING WEALTH MANAGEMENT, INC. — now reports custody of client assets ($3.0M). IAPD ↗
68
CAROLINA WEALTH MANAGEMENT, INC. — now reports custody of client assets ($160.0M). IAPD ↗
68
MARIN FINANCIAL ADVISORS LLC — now reports custody of client assets ($118.8M). IAPD ↗
68
INTEGRATED WEALTH MANAGEMENT, INC. — now reports custody of client assets ($254.0M). IAPD ↗
68
OAK FAMILY ADVISORS, LLC — now reports custody of client assets ($10.0M). IAPD ↗
68
MERIT FINANCIAL PARTNERS LLC — now reports custody of client assets ($308.2M). IAPD ↗
68
MCDONOUGH CAPITAL MANAGEMENT, INC. — now reports custody of client assets ($258.3M). IAPD ↗
68
MARMO FINANCIAL GROUP, LLC — now reports custody of client assets ($271.6M). IAPD ↗
68
CORNERSTONE SELECT ADVISORS, LLC — now reports custody of client assets ($14.8M). IAPD ↗
68
MELIA WEALTH LLC — now reports custody of client assets ($292.6M). IAPD ↗
68
ARISTON SERVICES GROUP, LLC — now reports custody of client assets ($160.3M). IAPD ↗
68
MBIA CAPITAL ADVISORS — now reports custody of client assets ($26.3M). IAPD ↗
68
KINGDOM FINANCIAL GROUP, LLC — now reports custody of client assets ($291.0M). IAPD ↗
68
UNITED CAPITAL MANAGEMENT OF KANSAS, INC. — now reports custody of client assets ($53.4M). IAPD ↗
68
FIDELIS IM — now reports custody of client assets ($73.7M). IAPD ↗
68
MANSKE WEALTH MANAGEMENT, LLC — now reports custody of client assets ($406.4M). IAPD ↗
68
BRIGHT ROAD WEALTH MANAGEMENT, LLC — now reports custody of client assets ($93.8M). IAPD ↗
68
AAF WEALTH MANAGEMENT, LLC — now reports custody of client assets ($123.0M). IAPD ↗
68
OAK GROVE CAPITAL, LLC — now reports custody of client assets ($378.4M). IAPD ↗
68
PRACTICECFO INVESTMENTS — now reports custody of client assets ($78.1M). IAPD ↗
68
CANTER WEALTH — now reports custody of client assets ($383.1M). IAPD ↗
68
TRU INDEPENDENCE ASSET MANAGEMENT, LLC — now reports custody of client assets ($7.5M). IAPD ↗
68
J. HAGAN CAPITAL, INC. — now reports custody of client assets ($28.3M). IAPD ↗
68
ONE OAK CAPITAL MANAGEMENT, LLC — now reports custody of client assets ($345.4M). IAPD ↗
68
ENCOMPASS WEALTH ADVISORS, LLC — now reports custody of client assets ($294.2M). IAPD ↗
68
KEELER & NADLER FAMILY WEALTH — now reports custody of client assets ($117.7M). IAPD ↗
68
CORE WEALTH ADVISORS, INC. — now reports custody of client assets ($14.9M). IAPD ↗
68
TUCKER ASSET MANAGEMENT LLC — now reports custody of client assets ($291.2M). IAPD ↗
68
REDWOOD WEALTH MANAGEMENT GROUP, LLC — now reports custody of client assets ($143.4M). IAPD ↗
68
FWG INVESTMENTS, LLC — now reports custody of client assets ($6.2M). IAPD ↗
68
GOODMAN ADVISORY GROUP, LLC — now reports custody of client assets ($9.2M). IAPD ↗
68
COMMONWEALTH RETIREMENT INVESTMENTS LLC — now reports custody of client assets ($33.7M). IAPD ↗
68
CROSS FINANCIAL ADVISORS — now reports custody of client assets ($48.5M). IAPD ↗
68
ADAPTIVE FINANCIAL CONSULTING, LLC — now reports custody of client assets ($83.7M). IAPD ↗
68
ASTORIA PORTFOLIO ADVISORS LLC — now reports custody of client assets ($20.4M). IAPD ↗
68
ALLIANCE WEALTH ADVISORS, LLC — now reports custody of client assets ($86.5M). IAPD ↗
68
SMALLWOOD WEALTH MANAGEMENT — now reports custody of client assets ($175.8M). IAPD ↗
68
WEALTH ADVISORY SOLUTIONS, LLC — now reports custody of client assets ($189.1M). IAPD ↗
68
PEAK PLANNING GROUP, LLC — now reports custody of client assets ($99.2M). IAPD ↗
68
FORTIS GROUP ADVISORS LLC — now reports custody of client assets ($131.2M). IAPD ↗
68
TRUVESTMENTS CAPITAL LLC — now reports custody of client assets ($6.5M). IAPD ↗
68
MASONRY CAPITAL MANAGEMENT, LLC — now reports custody of client assets ($13.8M). IAPD ↗
68
HILTON HEAD CAPITAL PARTNERS, LLC — now reports custody of client assets ($34.1M). IAPD ↗
68
JACKSON SQUARE CAPITAL, LLC — now reports custody of client assets ($25.7M). IAPD ↗
68
MONTZ HARCUS WEALTH MANAGEMENT — now reports custody of client assets ($399.9M). IAPD ↗
68
EMPOWER WEALTH MANAGEMENT — now reports custody of client assets ($525,847). IAPD ↗
68
ABBEY STREET — now reports custody of client assets ($375.4M). IAPD ↗
68
JEPPSON WEALTH MANAGEMENT, LLC — now reports custody of client assets ($513.2M). IAPD ↗
68
CATALYST PRIVATE WEALTH, LLC — now reports custody of client assets ($147.7M). IAPD ↗
68
HIGHVIEW CAPITAL MANAGEMENT, LLC — now reports custody of client assets ($163.2M). IAPD ↗
68
NBC CAPITAL ADVISORS — now reports custody of client assets ($194.4M). IAPD ↗
68
PTM WEALTH MANAGEMENT, LLC — now reports custody of client assets ($143,384). IAPD ↗
68
TRU INDEPENDENCE ASSET MANAGEMENT 2, LLC — now reports custody of client assets ($163.6M). IAPD ↗
68
STRAIT & SOUND — now reports custody of client assets ($135.4M). IAPD ↗
68
OXLER PRIVATE WEALTH — now reports custody of client assets ($392.6M). IAPD ↗
68
RISE ADVISORS, LLC — now reports custody of client assets ($3.9M). IAPD ↗
68
PATRON PARTNERS, LLC — now reports custody of client assets ($91.7M). IAPD ↗
68
RIDGECREST WEALTH PARTNERS, LLC — now reports custody of client assets ($233.7M). IAPD ↗
68
HERITAGE WEALTH ADVISORS — now reports custody of client assets ($73.0M). IAPD ↗
68
ALLEGIANCE FINANCIAL GROUP — now reports custody of client assets ($221.2M). IAPD ↗
68
REFRAME WEALTH, LLC — now reports custody of client assets ($27.7M). IAPD ↗
68
TFP MANAGEMENT, LLC — now reports custody of client assets ($155.6M). IAPD ↗
68
ROOTED WEALTH ADVISORS — now reports custody of client assets ($8.4M). IAPD ↗
68
AVOS CAPITAL MANAGEMENT, LLC — now reports custody of client assets ($22.7M). IAPD ↗
68
ALLIANCE WEALTH ADVISORS, LLC — now reports custody of client assets ($169.7M). IAPD ↗
68
INNOVATIVE WEALTH BUILDING LLC — now reports custody of client assets ($434.1M). IAPD ↗
68
TRUEWEALTH FINANCIAL PARTNERS — now reports custody of client assets ($76.9M). IAPD ↗
68
NORMANDY INVESTMENT ADVISORS — now reports custody of client assets ($7.7M). IAPD ↗
68
ENTREWEALTH — now reports custody of client assets ($318.9M). IAPD ↗
68
ALLIANCE FINANCIAL — now reports custody of client assets ($31.9M). IAPD ↗
68
WEALTH SCIENCE ADVISORS LLC — now reports custody of client assets ($26.2M). IAPD ↗
68
TFB ADVISORS, LLC — now reports custody of client assets ($22.6M). IAPD ↗
68
BALLAST ROCK PRIVATE WEALTH — now reports custody of client assets ($100.7M). IAPD ↗
68
ENCOMPASS MORE ASSET MANAGEMENT LLC — now reports custody of client assets ($5.3M). IAPD ↗
68
INVENIO WEALTH PARTNERS, LLC — now reports custody of client assets ($59.4M). IAPD ↗
68
CENTERPOINT ADVISORY GROUP, LLC — now reports custody of client assets ($185.4M). IAPD ↗
68
ENDEAVOR ADVISORS, LLC — now reports custody of client assets ($64.9M). IAPD ↗
68
DOWNTOWN WEALTH STUDIOS, LLC — now reports custody of client assets ($45.9M). IAPD ↗
68
ARSENAL CAPITAL ADVISORS LLC — now reports custody of client assets ($47.1M). IAPD ↗
68
GAINLINE FINANCIAL PARTNERS, LLC — now reports custody of client assets ($80.1M). IAPD ↗
68
SYKON CAPITAL LLC — now reports custody of client assets ($81.6M). IAPD ↗
68
MB GEN WEALTH — now reports custody of client assets ($38.2M). IAPD ↗
68
STABLEPOINT PARTNERS, LLC — now reports custody of client assets ($100.0M). IAPD ↗
68
MISSION HILLS FINANCIAL ADVISORY LLC — now reports custody of client assets ($39.0M). IAPD ↗
68
HAVEN PRIVATE — now reports custody of client assets ($13.6M). IAPD ↗
68
ADVANTAGE WEALTH PARTNERS — now reports custody of client assets ($371.1M). IAPD ↗
68
FAIRVOY PRIVATE WEALTH, LLC — now reports custody of client assets ($93.7M). IAPD ↗
68
KILTER GROUP — now reports custody of client assets ($163,475). IAPD ↗
68
GUGGENHEIM PRIVATE INVESTMENTS, LLC — now reports custody of client assets. IAPD ↗
68
ARGENTARII, LLC — now reports custody of client assets ($271.3M). IAPD ↗
68
LEGACY CAPITAL — now reports custody of client assets ($50.0M). IAPD ↗
68
UNITING WEALTH PARTNERS — now reports custody of client assets ($55.9M). IAPD ↗
68
AVENTURA PRIVATE WEALTH, LLC — now reports custody of client assets ($26.6M). IAPD ↗
68
INFLECTION CAPITAL MANAGEMENT, LLC — now reports custody of client assets ($17.5M). IAPD ↗
68
ALONGSIDE, LLC — now reports custody of client assets ($179.0M). IAPD ↗
68
THREE ARCH WEALTH MANAGEMENT LLC — now reports custody of client assets ($166.8M). IAPD ↗
68
MATTERS CAPITAL LLC — now reports custody of client assets ($400,000). IAPD ↗
68
CLARION WEALTH MANAGEMENT PARTNERS — now reports custody of client assets ($116.7M). IAPD ↗
68
XCELSIOR ADVISOR PARTNERS LLC — now reports custody of client assets ($10.7M). IAPD ↗
68
GLR PARTNERS — now reports custody of client assets ($33). IAPD ↗
68
BEACON ADVISORS — now reports custody of client assets ($22.6M). IAPD ↗
68
EVERGREEN WEALTH PARTNERS LLC — now reports custody of client assets ($198.3M). IAPD ↗
68
PENDULUM WEALTH PARTNERS — now reports custody of client assets ($12.5M). IAPD ↗
68
GREENSTONE BELT WEALTH ADVISORS, LLC — now reports custody of client assets ($92.2M). IAPD ↗
68
RBS WEALTH MANAGEMENT — now reports custody of client assets ($38.5M). IAPD ↗
68
AXIENT INVESTMENT ADVISORS LLC — now reports custody of client assets ($5.0M). IAPD ↗
68
INNOVATIVE ASSET ADVISORS GROUP — now reports custody of client assets ($297.9M). IAPD ↗
68
MEADOWBROOK ADVISORS — now reports custody of client assets ($82.1M). IAPD ↗
68
CANE CAPITAL PARTNERS, LLC — now reports custody of client assets ($125.7M). IAPD ↗
68
HIGHBROOK CAPITAL PARTNERS — now reports custody of client assets ($144.3M). IAPD ↗
68
WASHINGTON PARK CAPITAL MANAGEMENT, LLC — now reports custody of client assets ($21.9M). IAPD ↗
68
BELLARS HARRIS WEALTH MANAGEMENT — now reports custody of client assets ($3.6M). IAPD ↗
68
STOREN FINANCIAL — now reports custody of client assets ($257.7M). IAPD ↗
65
MONEY MANAGERS, INC. — now reports custody of client assets ($145.1M). IAPD ↗
65
CRESCENT STERLING LTD. — now reports custody of client assets ($22.5M). IAPD ↗
65
CLAREMONT FINANCIAL GROUP,INC. — now reports custody of client assets ($37.5M). IAPD ↗
65
ALDER FINANCIAL GROUP INC — now reports custody of client assets ($112.5M). IAPD ↗
65
HARBOUR FINANCIAL RESOURCES, LTD — now reports custody of client assets ($176.8M). IAPD ↗
65
PEAK INVESTMENT ADVISORS, INC. — now reports custody of client assets ($60,204). IAPD ↗
65
RENAUD & COMPANY, LLC — now reports custody of client assets ($210.7M). IAPD ↗
65
GCI FINANCIAL GROUP — now reports custody of client assets ($90.9M). IAPD ↗
65
MCLAUGHLIN ASSET MANAGEMENT, INC. — now reports custody of client assets ($4.2M). IAPD ↗
65
ARRIVAL CAPITAL MANAGEMENT LLC — now reports custody of client assets ($5.0M). IAPD ↗
65
FINANCIAL LIFE PLANNERS — now reports custody of client assets ($2.0M). IAPD ↗
65
CURTIS FINANCIAL PLANNING — now reports custody of client assets ($5.3M). IAPD ↗
65
BILL LOSEY RETIREMENT SOLUTIONS, LLC — now reports custody of client assets ($39.6M). IAPD ↗
65
FIDELIS FINANCIAL PLANNING, LLC — now reports custody of client assets ($65.7M). IAPD ↗
65
SOLUTIONS 4 WEALTH — now reports custody of client assets ($3.9M). IAPD ↗
65
DECISION INVESTMENTS, INC. — now reports custody of client assets ($2.9M). IAPD ↗
65
RAYBURN WEST FINANCIAL SERVICES — now reports custody of client assets ($76.3M). IAPD ↗
65
LIFETIME WEALTH MANAGEMENT P.C. — now reports custody of client assets ($149.9M). IAPD ↗
65
MCALVANY WEALTH MANAGEMENT, LLC — now reports custody of client assets ($46.9M). IAPD ↗
65
NOBLEBRIDGE WEALTH — now reports custody of client assets ($36.9M). IAPD ↗
65
SKYLINE FINANCIAL NORTHWEST — now reports custody of client assets ($38.8M). IAPD ↗
65
DRAPER ASSET MANAGEMENT, LLC — now reports custody of client assets ($52.6M). IAPD ↗
65
PRIVATE CLIENT GROUP ASSET MANAGEMENT — now reports custody of client assets ($27.9M). IAPD ↗
65
CLARITY INVESTMENTS + PLANNING LLC — now reports custody of client assets ($1.2M). IAPD ↗
65
GRANITE VALUE CAPITAL, LLC — now reports custody of client assets ($4.4M). IAPD ↗
65
BAUMAN WEALTH ADVISORS — now reports custody of client assets ($53.6M). IAPD ↗
65
VALPEY FINANCIAL SERVICES LLC — now reports custody of client assets ($76.3M). IAPD ↗
65
QUEEN CITY CAPITAL MANAGEMENT, LLC — now reports custody of client assets ($4.0M). IAPD ↗
65
NORTHLANDING FINANCIAL PARTNERS, LLC — now reports custody of client assets ($5.0M). IAPD ↗
65
TEVIS INVESTMENT MANAGEMENT, LLC — now reports custody of client assets ($13.9M). IAPD ↗
65
VANDERPOL INVESTMENTS L.L.C. — now reports custody of client assets ($75.8M). IAPD ↗
65
ONE HOPPER ASSET MANAGEMENT — now reports custody of client assets ($8.2M). IAPD ↗
65
MACKAY FINANCIAL PLANNING, LLC — now reports custody of client assets ($94.1M). IAPD ↗
65
FINANCIAL PARTNERS, LLC — now reports custody of client assets ($950,000). IAPD ↗
65
ABBINGTON INVESTMENT GROUP, LLC — now reports custody of client assets ($13.0M). IAPD ↗
65
RED REEF ADVISORS LLC — now reports custody of client assets ($1.5M). IAPD ↗
65
TOGETHER PLANNING — now reports custody of client assets ($3.3M). IAPD ↗
65
MURRAY FINANCIAL SERVICES, INC — now reports custody of client assets ($125.9M). IAPD ↗
65
MIDWESTERN FINANCIAL GROUP — now reports custody of client assets ($28.5M). IAPD ↗
65
T.R.U.E. COASTAL CAPITAL, LLC — now reports custody of client assets ($20.3M). IAPD ↗
65
HELIUM ADVISORS LLC — now reports custody of client assets ($4.3M). IAPD ↗
65
CULTIVATING WEALTH — now reports custody of client assets ($62.7M). IAPD ↗
65
FIGURE 8 INVESTMENT STRATEGIES LLC — now reports custody of client assets ($41.2M). IAPD ↗
65
PARADIGM WEALTH ADVISORY LLC — now reports custody of client assets ($3.1M). IAPD ↗
65
MERCURIO WEALTH ADVISORS — now reports custody of client assets ($4.0M). IAPD ↗
65
TEPP WEALTH MANAGEMENT — now reports custody of client assets ($194.1M). IAPD ↗
65
DAVID P. GILLIAM & ASSOCIATES, INC. — now reports custody of client assets ($67.4M). IAPD ↗
65
NORTH BAY WEALTH MANAGEMENT — now reports custody of client assets ($21.2M). IAPD ↗
65
BUCKET LIST WEALTH MANAGEMENT, LLC — now reports custody of client assets ($36.1M). IAPD ↗
65
T.M. WEALTH MANAGEMENT — now reports custody of client assets ($38.7M). IAPD ↗
65
HERITAGE FINANCIAL COUNSELORS, LLC — now reports custody of client assets ($1.8M). IAPD ↗
65
WEALTHJAR INVESTMENT ADVISORY, LLC — now reports custody of client assets ($6,963). IAPD ↗
65
RICHMOND QUANTITATIVE ADVISORS, LLC — now reports custody of client assets ($2.4M). IAPD ↗
65
ATLANTIC WEALTH PARTNERS, LLC — now reports custody of client assets ($30.7M). IAPD ↗
65
PLANVEST FINANCIAL, INC. — now reports custody of client assets ($7.2M). IAPD ↗
65
CENTENNIAL ADVISORS, LLC — now reports custody of client assets ($103.1M). IAPD ↗
65
LUMINA WEALTH MANAGEMENT, LLC — now reports custody of client assets ($26.8M). IAPD ↗
65
BLUE JAY FINANCIAL GROUP, LLC — now reports custody of client assets ($61.9M). IAPD ↗
65
BUILD ASSET MANAGEMENT — now reports custody of client assets ($30.8M). IAPD ↗
65
TOWN CAPITAL — now reports custody of client assets ($74.5M). IAPD ↗
65
BLUE POINT FINANCIAL, INC. — now reports custody of client assets ($1.5M). IAPD ↗
65
DELOS CAPITAL ADVISORS — now reports custody of client assets ($26.9M). IAPD ↗
65
OAK CREST ADVISORY, LLC — now reports custody of client assets ($13.9M). IAPD ↗
65
ZENITH WEALTH PARTNERS — now reports custody of client assets ($23.6M). IAPD ↗
65
MSP WEALTH MANAGEMENT, LLC — now reports custody of client assets ($100.8M). IAPD ↗
65
SFG WEALTH ADVISORS, LLC — now reports custody of client assets ($38.7M). IAPD ↗
65
CHIRON CAPITAL MANAGEMENT, LLC — now reports custody of client assets ($20.4M). IAPD ↗
65
GROWSTRONG WEALTH STRATEGIES — now reports custody of client assets ($14.1M). IAPD ↗
65
DRIVEN INVESTMENTS LLC — now reports custody of client assets ($9.2M). IAPD ↗
65
DIRECT FINANCIAL CARE — now reports custody of client assets ($38.9M). IAPD ↗
65
DIAMOND CLIENT GROUP, LLC — now reports custody of client assets ($122.0M). IAPD ↗
65
VILGA FINANCIAL PLANNING LLC — now reports custody of client assets ($8.2M). IAPD ↗
65
CURTIS WEALTH MANAGEMENT LLC — now reports custody of client assets ($20.1M). IAPD ↗
65
TARGET ROCK WEALTH MANAGEMENT, LLC — now reports custody of client assets ($8.6M). IAPD ↗
65
AXIOM WEALTH STRATEGIES, LLC — now reports custody of client assets ($15.8M). IAPD ↗
65
J.M. ARBOUR, LLC — now reports custody of client assets ($75.7M). IAPD ↗
65
INTEGRITY FINANCIAL ADVISORS, LLC — now reports custody of client assets ($147,944). IAPD ↗
65
CROSS BORDER FINANCIAL PLANNING USA LLC — now reports custody of client assets ($34.7M). IAPD ↗
65
BEACON ASSOCIATES WEALTH MANAGEMENT, LLC — now reports custody of client assets ($28.4M). IAPD ↗
65
CONWAY PARTNERS — now reports custody of client assets ($14.9M). IAPD ↗
65
ONESOURCE WEALTH MANAGEMENT — now reports custody of client assets ($1.6M). IAPD ↗
65
SPLIT CREEK LLC DBA SPLIT CREEK CAPITAL LLC — now reports custody of client assets ($14.2M). IAPD ↗
65
RBG WEALTH ADVISORS LLC — now reports custody of client assets ($27.8M). IAPD ↗
65
10ELMS LLP — now reports custody of client assets ($54.3M). IAPD ↗
65
LUMIDA WEALTH MANAGEMENT LLC — now reports custody of client assets ($55.1M). IAPD ↗
65
PELTOMA CAPITAL PARTNERS — now reports custody of client assets ($141.0M). IAPD ↗
65
PACIFIC PEAK ADVISORS, LLC — now reports custody of client assets ($151,000). IAPD ↗
65
RIGDEN CAPITAL STRATEGIES — now reports custody of client assets ($5.0M). IAPD ↗
65
WATERCOLOR FINANCIAL — now reports custody of client assets ($12.5M). IAPD ↗
65
44 NORTH CAPITAL, LLC — now reports custody of client assets ($16.4M). IAPD ↗
65
AZURA PARTNERS US LLC — now reports custody of client assets ($76.0M). IAPD ↗
65
GENESIS FINANCIAL GROUP, LLC — now reports custody of client assets ($20.0M). IAPD ↗
65
1015 CAPITAL PARTNERS, LLC — now reports custody of client assets ($8.2M). IAPD ↗
65
PROMETHIUM — now reports custody of client assets ($107.8M). IAPD ↗
65
MERKKURI WEALTH ADVISORS LLC — now reports custody of client assets ($22.9M). IAPD ↗
65
BASSAM WEALTH MANAGEMENT, LLC — now reports custody of client assets ($7.1M). IAPD ↗
65
BLUE BEAR FINANCIAL, LLC — now reports custody of client assets ($26). IAPD ↗
65
MAYNERICH FINANCIAL — now reports custody of client assets ($7.7M). IAPD ↗
65
PLANWISER FINANCIAL — now reports custody of client assets ($27.9M). IAPD ↗
65
HARBORFRONT FINANCIAL GROUP — now reports custody of client assets ($22.5M). IAPD ↗
65
SERENITY CAPITAL ADVISORS INC. — now reports custody of client assets ($7.6M). IAPD ↗
65
GBG WEALTH MANAGEMENT LLC — now reports custody of client assets ($207,991). IAPD ↗
65
APEX INVESTMENT GROUP — now reports custody of client assets ($50.5M). IAPD ↗
65
GAINSPOLETTI WEALTH PLANNERS — now reports custody of client assets ($9.7M). IAPD ↗
65
LUNIN-PACK PLANNING AND ADVICE, LLC — now reports custody of client assets ($423,524). IAPD ↗
65
ARIA WEALTH PARTNERS — now reports custody of client assets ($30.7M). IAPD ↗
65
CEDARWOOD WEALTH — now reports custody of client assets ($77.7M). IAPD ↗
65
CEDRUS WEALTH GROUP — now reports custody of client assets ($15.3M). IAPD ↗
65
ALTERIS CAPITAL PARTNERS, LLC — now reports custody of client assets ($12.9M). IAPD ↗
65
ROOTED FINANCIAL GROUP, LLC — now reports custody of client assets ($46.1M). IAPD ↗
65
WLTH CAPITAL MANAGEMENT, LLC — now reports custody of client assets ($36.1M). IAPD ↗
65
LEGEND CAPITAL — now reports custody of client assets ($240.3M). IAPD ↗
65
INTEGRATIVE PLANNING, INC. — now reports custody of client assets ($101.4M). IAPD ↗
65
SLEDGE AND COMPANY WEALTH ADVISORS — now reports custody of client assets ($37.8M). IAPD ↗
65
STONE LOFT WEALTH MANAGEMENT LLC — now reports custody of client assets ($69.2M). IAPD ↗
65
ROTHWELL INVESTMENT ADVISORS — now reports custody of client assets ($80.9M). IAPD ↗
65
LEGACY ROAD FAMILY OFFICES — now reports custody of client assets ($1.6M). IAPD ↗
65
XCEPTION FAMILY OFFICE — now reports custody of client assets ($54.9M). IAPD ↗
65
COASTLINE COMPLETE WEALTH LLC — now reports custody of client assets ($184.1M). IAPD ↗
65
3ROOTS WEALTH PARTNERS LLC — now reports custody of client assets ($772,135). IAPD ↗
65
STRUCTURE WEALTH PARTNERS LLC — now reports custody of client assets ($68.2M). IAPD ↗
65
MARTINWRIGHT ADVISORY, LLC — now reports custody of client assets ($57.8M). IAPD ↗
65
MCKINNEY CAPITAL MANAGEMENT — now reports custody of client assets ($8.5M). IAPD ↗
65
ULTRA ADVISORY GROUP — now reports custody of client assets ($47.3M). IAPD ↗
65
GRAY LION CAPITAL — now reports custody of client assets ($14.0M). IAPD ↗
65
BECKETT CLARK PRIVATE WEALTH, LLC — now reports custody of client assets ($25.2M). IAPD ↗
65
BAYTRUST WEALTH MANAGEMENT, LLC — now reports custody of client assets ($22.7M). IAPD ↗
65
PEREON WEALTH LLC — now reports custody of client assets ($8.0M). IAPD ↗
65
NAVIANT PARTNERS, LLC — now reports custody of client assets ($46.1M). IAPD ↗
65
PFLUEGER WEALTH — now reports custody of client assets ($18.4M). IAPD ↗
65
HV CAPITAL MANAGEMENT — now reports custody of client assets ($11.8M). IAPD ↗
65
GEVERS WEALTH MANAGEMENT — now reports custody of client assets ($71.3M). IAPD ↗
88
GOLDEN SPARK INSIGHTS — (FAIRFAX, VA) is newly SEC-registered with $400.0M RAUM and 1 advisory reps. IAPD ↗institutional
85
VALLIANCE ASSET MANAGEMENT LLC — (CHICAGO, IL) is newly SEC-registered with $123.0M RAUM and 1 advisory reps. IAPD ↗institutional
85
MPACT CAPITAL — (location n/a) is newly SEC-registered (provisional 120-day approval) with $0 RAUM and 3 advisory reps. IAPD ↗institutional
85
MCD-KISSNER GP, LLC — (OVERLAND PARK, KS) is newly SEC-registered with $1.02B RAUM and 5 advisory reps. IAPD ↗fund
85
FMAC MANAGEMENT LLC — (NEW YORK, NY) is newly SEC-registered (provisional 120-day approval) with $0 RAUM and 4 advisory reps. IAPD ↗institutional
85
CANTOR FITZGERALD ENERGY ADVISORS, LLC — (NEW YORK, NY) is newly SEC-registered with $0 RAUM and 2 advisory reps. IAPD ↗institutional
85
FINCADIA ADVISORS LLC — (MELVILLE, NY) is newly SEC-registered with $1.00B RAUM and 3 advisory reps. IAPD ↗fund
85
THE ENERGY & MINERALS GROUP LP — (HOUSTON, TX) is newly SEC-registered with $12.02B RAUM and 12 advisory reps. IAPD ↗fund
85
ARISTOTLE PACIFIC CLO ADVISER III, LLC — (NEWPORT BEACH, CA) is newly SEC-registered with $0 RAUM and 22 advisory reps. IAPD ↗institutional
85
85
REINOVA CAPITAL ADVISORS LLC — (GREENWICH, CT) is newly SEC-registered (provisional 120-day approval) with $0 RAUM and 3 advisory reps. IAPD ↗institutional
85
37SPRUCE INVESTMENT PARTNERS, LLC — (GREENWICH, CT) is newly SEC-registered (provisional 120-day approval) with $0 RAUM and 4 advisory reps. IAPD ↗institutional
85
AJAX HEALTH MANAGEMENT COMPANY, LLC — (MENLO PARK, CA) is newly SEC-registered (provisional 120-day approval) with $0 RAUM and 13 advisory reps. IAPD ↗institutional
85
FREIF ADVISORS LLC — (DENVER, CO) is newly SEC-registered with $0 RAUM and 29 advisory reps. IAPD ↗institutional
85
OPTIMAL TAX ASSET MANAGEMENT — (BELLEVUE, WA) is newly SEC-registered (provisional 120-day approval) with $0 RAUM and 2 advisory reps. IAPD ↗institutional
85
THE OPERATORS FUND INVESTMENT MANAGEMENT, L.P. — (NEW YORK, NY) is newly SEC-registered (provisional 120-day approval) with $0 RAUM and 2 advisory reps. IAPD ↗institutional
85
POLEN INTERNATIONAL EQUITY LLC — (BOCA RATON, FL) is newly SEC-registered with $0 RAUM and 4 advisory reps. IAPD ↗institutional
85
BERENSON CAPITAL MANAGEMENT, LLC — (NEW YORK, NY) is newly SEC-registered (provisional 120-day approval) with $0 RAUM and 2 advisory reps. IAPD ↗institutional
83
ANDRA CAPITAL LLC — (SAN FRANCISCO, CA) is newly SEC-registered with $476.5M RAUM and 5 advisory reps. IAPD ↗fund
83
BICYCLE CAPITAL — (COCONUT GROVE, FL) is newly SEC-registered with $518.5M RAUM and 8 advisory reps. IAPD ↗fund
80
CAPITAL Q MANAGEMENT LLC — (MAITLAND, FL) is newly SEC-registered with $93.4M RAUM and 2 advisory reps. IAPD ↗fund
80
RLH CAPITAL, LLC — (location n/a) is newly SEC-registered with $63.5M RAUM and 1 advisory reps. IAPD ↗fund
80
MAROON PASS ADVISORS LP — (AUSTIN, TX) is newly SEC-registered with $178.6M RAUM and 2 advisory reps. IAPD ↗fund
80
ALLEGRO MINERAL PARTNERS LLC — (HOUSTON, TX) is newly SEC-registered with $135.3M RAUM and 6 advisory reps. IAPD ↗fund
80
SUMMATION CAPITAL MANAGEMENT, L.P. — (NEW YORK, NY) is newly SEC-registered with $160.6M RAUM and 3 advisory reps. IAPD ↗fund
80
FIDEM CREDIT ADVISORS — (PHILADELPHIA, PA) is newly SEC-registered (provisional 120-day approval) with $0 RAUM and 5 advisory reps. IAPD ↗fund
80
WAYCROSS GP, LLC — (LOUISVILLE, KY) is newly SEC-registered with $156.1M RAUM and 7 advisory reps. IAPD ↗fund
80
9 STREAM CAPITAL PARTNERS LLC — (LEAWOOD, KS) is newly SEC-registered with $73.9M RAUM and 2 advisory reps. IAPD ↗fund
80
QSO CAPITAL MANAGEMENT LLC — (FORT LAUDERDALE, FL) is newly SEC-registered (provisional 120-day approval) with $0 RAUM and 2 advisory reps. IAPD ↗fund
75
M FINANCIAL INVESTMENT ADVISERS INC — crossed $1B in regulatory AUM ($937.9M -> $1.01B). IAPD ↗institutional
75
CIFC INVESTMENT MANAGEMENT LLC — crossed $1B in regulatory AUM ($915.0M -> $1.04B). IAPD ↗institutional
75
75
75
MAIN MANAGEMENT FUND ADVISORS, LLC — crossed $1B in regulatory AUM ($582.1M -> $1.01B). IAPD ↗institutional
75
MAGNETAR ASSET MANAGEMENT LLC — crossed $1B in regulatory AUM ($209.0M -> $1.92B). IAPD ↗institutional
75
INVICTUS FIDUCIARY SERVICES, LLC — crossed $1B in regulatory AUM ($958.9M -> $1.01B). IAPD ↗institutional
75
3(38) INVESTMENT FIDUCIARIES — crossed $1B in regulatory AUM ($842.6M -> $1.04B). IAPD ↗institutional
75
75
75
ICAPITAL REGISTERED FUND ADVISER LLC — crossed $1B in regulatory AUM ($917.9M -> $1.22B). IAPD ↗institutional
75
75
OPHIR ASSET MANAGEMENT US LLC — crossed $1B in regulatory AUM ($964.9M -> $1.27B). IAPD ↗institutional
75
75
POLYMER CAPITAL MANAGEMENT (US), LLC — crossed $1B in regulatory AUM ($802.5M -> $1.41B). IAPD ↗institutional
75
75
75
THEMES MANAGEMENT COMPANY LLC — crossed $1B in regulatory AUM ($844.5M -> $1.23B). IAPD ↗institutional
75
KENNEDY LEWIS CAPITAL HOLDINGS LLC — crossed $1B in regulatory AUM ($869.6M -> $1.16B). IAPD ↗institutional
75
CRESCENT CAP NT ADVISORS, LLC — crossed $1B in regulatory AUM ($348.0M -> $1.11B). IAPD ↗institutional
75
75
75
75
75
75
75
75
AGILE INVESTMENT MANAGEMENT, LLC — crossed $1B in regulatory AUM ($746.4M -> $1.17B). IAPD ↗institutional
75
75
75
75
AUDAX PDB MANAGEMENT COMPANY, LLC — crossed $1B in regulatory AUM ($912.2M -> $1.17B). IAPD ↗institutional
75
COUNTERPOINTE INVESTMENT MANAGEMENT LLC — crossed $1B in regulatory AUM ($684.0M -> $1.07B). IAPD ↗institutional
75
70
EQUINOX PARTNERS INVESTMENT MANAGEMENT LLC — crossed $1B in regulatory AUM ($783.0M -> $1.41B). IAPD ↗fund
70
70
PRESCOTT GROUP CAPITAL MANAGEMENT L.L.C. — crossed $1B in regulatory AUM ($861.7M -> $1.30B). IAPD ↗fund
70
70
70
70
70
70
70
70
70
70
70
70
70
70
70
70
70
70
70
70
70
70
70
70
70
70
70
70
70
70
70
THAYER STREET PARTNERS MANAGEMENT, LLC — crossed $1B in regulatory AUM ($913.6M -> $1.02B). IAPD ↗fund
70
70
70
70
70
70
70
70
70
70
70
70
70
70
70
LESTE CAPITAL PARTNERS (FLORIDA), LLC — crossed $1B in regulatory AUM ($751.1M -> $1.61B). IAPD ↗fund
70
70
70
70
70
70
70
70
70
70
70
70
70
OLIVE TECHNOLOGY VENTURES MANAGEMENT, LLC — crossed $1B in regulatory AUM ($985.0M -> $1.15B). IAPD ↗fund
70
70
70
70
ARRINGTON CAPITAL INVESTMENT MANAGEMENT, LLC — crossed $1B in regulatory AUM ($628.9M -> $1.41B). IAPD ↗fund
70
70
REGAL HEALTHCARE CAPITAL MANAGEMENT, LLC — crossed $1B in regulatory AUM ($812.2M -> $1.51B). IAPD ↗fund
70
70
70
70
70
70
70
70
LYRIC CAPITAL MANAGEMENT GROUP, L.P. — crossed $1B in regulatory AUM ($682.7M -> $1.10B). IAPD ↗fund
70
70
70
70
70
70
70
70
70
70
70
70
70
70
70
70
70
70
70
70
ALTERNATIVE CAPITAL FUND MANAGEMENT LLC — crossed $1B in regulatory AUM ($830.5M -> $1.24B). IAPD ↗fund
70
70
70
70
70
70
70
70
70
70
70
70
70
70
70
70
VALUE ALIGNED RESEARCH ADVISORS, LLC — crossed $1B in regulatory AUM ($542.2M -> $9.14B). IAPD ↗fund
70
70
70
70
70
70
70
70
70
70
70
70
70
70
70
70
70
70
70
70
70
70
WILLOW TREE CAPITAL CORP ADVISORS LLC — crossed $1B in regulatory AUM ($744.4M -> $1.17B). IAPD ↗fund
70
70
70
70
70
70
70
70
70
70
70
70
70
70
70
70
70
70
70
70
70
70
70
70
70
70
70
KRYGER CAPITAL LLC — (HAMILTON, Bermuda) is newly SEC-registered with $1.43B RAUM and 4 advisory reps. IAPD ↗foreign
70
CLEAN ENERGY TRANSITION INTERNATIONAL S.A.M. — (MONACO, MONACO, Monaco) is newly SEC-registered with $2.05B RAUM and 1 advisory reps. IAPD ↗foreign
68
OVATA CAPITAL MANAGEMENT LLC — (HONG KONG, Hong Kong) is newly SEC-registered with $441.9M RAUM and 5 advisory reps. IAPD ↗foreign
68
SC ASESORES EN INVERSIONES INDEPENDIENTES SA DE CV — (MEXICO CITY, Mexico) is newly SEC-registered with $553.4M RAUM and 2 advisory reps. IAPD ↗foreign
65
SHIKHARA CAPITAL (HONG KONG) PRIVATE LIMITED (COMPANY) — (HONG KONG, Hong Kong) is newly SEC-registered with $164,277 RAUM and 4 advisory reps. IAPD ↗foreign
65
65
GUEPARDO INVESTIMENTOS LTDA — (SÃO PAULO,SP, Brazil) is newly SEC-registered with $4.9M RAUM and 5 advisory reps. IAPD ↗foreign
65
HAVERSTOCK CAPITAL LLP — (LONDON, United Kingdom) is newly SEC-registered with $75.0M RAUM and 3 advisory reps. IAPD ↗foreign
65
MESARETE CAPITAL (US) LLC — (LONDON, United Kingdom) is newly SEC-registered with $0 RAUM and 4 advisory reps. IAPD ↗foreign
60
IM GLOBAL PARTNER FUND MANAGEMENT LLC — now reports custody of client assets ($35.1M). IAPD ↗institutional
60
60
60
AUDAX PDB MANAGEMENT COMPANY, LLC — now reports custody of client assets ($985.2M). IAPD ↗institutional
58
58
TAIBER, KOSMALA & ASSOCIATES, LLC — now reports custody of client assets ($716.7M). IAPD ↗institutional
58
ANDALUSIAN CREDIT PARTNERS, LLC — now reports custody of client assets ($16.2M). IAPD ↗institutional
58
ACADIA INFRASTRUCTURE CAPITAL LP — now reports custody of client assets ($121,330). IAPD ↗institutional
55
KAISER PARTNER FINANCIAL ADVISORS LTD. — crossed $1B in regulatory AUM ($981.7M -> $1.76B). IAPD ↗foreign
55
55
55
GRATICULE ASIA MACRO ADVISORS LLC — crossed $1B in regulatory AUM ($682.3M -> $1.54B). IAPD ↗foreign
55
55
55
TREZ CAPITAL FUND MANAGEMENT LIMITED PARTNERSHIP — crossed $1B in regulatory AUM ($515.4M -> $2.00B). IAPD ↗foreign
55
GRATICULE ASSET MANAGEMENT ASIA PTE. LTD. — crossed $1B in regulatory AUM ($682.3M -> $1.54B). IAPD ↗foreign
55
55
ROOT CAPITAL - GESTÃO DE RECURSOS LTDA. — crossed $1B in regulatory AUM ($721.5M -> $1.27B). IAPD ↗foreign
55
VIOLA CREDIT PARTNERS MANAGEMENT LIMITED PARTNERSHIP — crossed $1B in regulatory AUM ($856.3M -> $2.00B). IAPD ↗foreign
55
55
55
55
55
55
55
55
55
55
55
55
55
55
55
55
55
55
AQUARIAN HOLDINGS INVESTMENT MANAGEMENT LLC — now reports custody of client assets ($1.73B). IAPD ↗fund
55
55
55
55
55
55
55
55
55
55
55
55
55
55
55
55
55
55
55
55
55
55
53
53
53
53
53
53
COLONY CAPITAL INVESTMENT ADVISORS, LLC — now reports custody of client assets ($336.2M). IAPD ↗fund
53
53
53
53
53
53
53
53
53
53
53
53
53
53
53
53
53
53
53
53
50
50
50
50
50
50
50
50
50
50
50
50
50
50
40
GOLDMAN SACHS ASSET MANAGEMENT INTERNATIONAL — now reports custody of client assets ($1.96B). IAPD ↗foreign
40
40
40
38
35
DRAGON CAPITAL MANAGEMENT (HK) LIMITED — now reports custody of client assets ($160.9M). IAPD ↗foreign
35
35
TANCOOK INVESTMENT MANAGEMENT LIMITED — now reports custody of client assets ($27.3M). IAPD ↗foreign
35
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.