Marketing & brand — April 2026
Websites, brand, content, and lead-gen for advisors (FMG, Snappy Kraken, agencies).
2011 firms opened this window in the April 2026 SEC roster: 1319 state expansion, 180 website changed, 170 new registration, 128 relocation, 113 rename, 101 disclosure added.
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 ↗
60
KAYNE ANDERSON CAPITAL ADVISORS, L.P. — KAYNE ANDERSON CAPITAL ADVISORS LP is now doing business as . IAPD ↗
60
ALLEGHENY FINANCIAL GROUP — LTD is now doing business as ALLEGHENY FINANCIAL GROUP. IAPD ↗
60
NASDAQ DORSEY WRIGHT — DORSEY, WRIGHT & ASSOCIATES, LLC is now doing business as . IAPD ↗
60
HIRTLE & CO., LLC — HIRTLE, CALLAGHAN & CO., LLC is now doing business as . IAPD ↗
60
CLEARSTEAD; CLEARSTEAD ADVISORY SOLUTIONS — CLEARSTEAD; HARTLAND & CO., LLC; CLEARSTEAD ADVISORY SOLUTIONS is now doing business as . IAPD ↗
60
BNY MELLON ADVISORS, INC. — BNY ADVISORS is now doing business as . IAPD ↗
60
BPS WEALTH ADVISORS, INC. — BEARD INVESTMENT SERVICES, INC. is now doing business as . IAPD ↗
60
LEGACY WEALTH MANAGEMENT, LLC — LEGACY WEALTH MANAGEMENT INC is now doing business as . IAPD ↗
60
MORA CAPITAL MANAGEMENT, LLC — BOREAL CAPITAL MANAGEMENT LLC is now doing business as . IAPD ↗
60
ANTOLINO WEALTH ADVISORS — AA FINANCIAL ADVISORS, LLC is now doing business as . IAPD ↗
60
ACROPOLIS INVESTMENT MANAGEMENT — L.L.C. is now doing business as ACROPOLIS INVESTMENT MANAGEMENT. IAPD ↗
60
ANDINA ADVISORS — ANDINA FAMILY OFFICES is now doing business as . IAPD ↗
60
OAK CITY INVESTMENT CONSULTING — OAK CITY CONSULTING, LLC is now doing business as . IAPD ↗
60
ALESCO ADVISORS, LLC, AN ESL COMPANY — ESL NEWCO I, LLC is now doing business as . IAPD ↗
58
USA FINANCIAL SECURITIES LLC — USA FINANCIAL SECURITIES CORPORATION is now doing business as . IAPD ↗
58
NORTHSTAR ASSET MANAGEMENT, INC — NORTHSTAR ASSET MANAGEMENT INC is now doing business as . IAPD ↗
58
ALPINE SAXON WOODS — SAXON WOODS ADVISORS LLC is now doing business as . IAPD ↗
58
HAROLD DAVIDSON & ASSOCIATES, INC — HAROLD DAVIDSON & ASSOCIATES INC is now doing business as . IAPD ↗
58
JPC WEALTH MANAGEMENT, INC. — CURRAN & LEWIS INVESTMENT MANAGEMENT, INC. is now doing business as . IAPD ↗
58
PRUFID FINANCIAL ADVISORS LLC — ALTRUIST FINANCIAL ADVISORS LLC is now doing business as . IAPD ↗
58
WEALTHEDGE INVESTMENT ADVISORS, LLC — WEALTHEDGE INVESTMENT ADVISORS LLC is now doing business as . IAPD ↗
58
PEAKSTONE FINANCIAL ADVISORS — PLOTKIN FINANCIAL ADVISORS, LLC is now doing business as . IAPD ↗
58
LONE PEAK GLOBAL INVESTORS, LLC — CLIFFORD CAPITAL PARTNERS, LLC is now doing business as . IAPD ↗
58
SMITH FINANCIAL — INVESTMENT ADVISORS, INC. is now doing business as SMITH FINANCIAL. IAPD ↗
58
XENDIA WEALTH LLC — BCP ADVISORS LLC is now doing business as . IAPD ↗
58
EXODUS WEALTH, LLC — PROSPERITY WEALTH MANAGEMENT, INC. is now doing business as . IAPD ↗
58
BUCKLEY WEALTH — MANAGEMENT, LLC is now doing business as BUCKLEY WEALTH. IAPD ↗
58
FSA ADVISORS, INC. — FINANCIAL SERVICES OF AMERICA ADVISORS is now doing business as . IAPD ↗
58
FORTY NORTH WEALTH — PANORAMIC INVESTMENT ADVISORS is now doing business as . IAPD ↗
58
WEALTH PLANNING GROUP — WPG FINANCIAL GROUP, LLC is now doing business as . IAPD ↗
58
HOXTON WEALTH — USA LLC is now doing business as HOXTON WEALTH. IAPD ↗
58
TWO PRIME INC. — TWO PRIME LLC is now doing business as . IAPD ↗
58
CLOUD CAPITAL MANAGEMENT — CLOUD CAPITAL is now doing business as . IAPD ↗
58
VARRA FINANCIAL — VARRA WEALTH MANAGEMENT LLC is now doing business as . IAPD ↗
58
ADVANTAGE WEALTH PARTNERS — ADVANTAGE RETIREMENT GROUP is now doing business as . IAPD ↗
58
TRADEWELL TAX & FINANCIAL — TRADEWELL SECURITIES, LLC is now doing business as . IAPD ↗
58
PW NOVA FINANCIAL SERVICES LLC — JW NOVA WEALTH PARTNERS is now doing business as . IAPD ↗
58
XCELSIOR ADVISOR PARTNERS LLC — EXCELSIOR ADVISOR NETWORK LLC is now doing business as . IAPD ↗
55
J.P. MORGAN SECURITIES LLC — 's Item 11 disclosure-reporting entries rose by 1 (161 -> 162). IAPD ↗
55
EDWARD JONES — 's Item 11 disclosure-reporting entries rose by 12 (264 -> 276). IAPD ↗
55
GOLDMAN SACHS & CO. LLC — 's Item 11 disclosure-reporting entries rose by 3 (767 -> 770). IAPD ↗
55
LPL FINANCIAL LLC — 's Item 11 disclosure-reporting entries rose by 10 (342 -> 352). IAPD ↗
55
PRIMERICA ADVISORS — 's Item 11 disclosure-reporting entries rose by 5 (46 -> 51). IAPD ↗
55
GOELZER INVESTMENT MANAGEMENT — 's Item 11 disclosure-reporting entries rose by 1 (0 -> 1). IAPD ↗
55
EATON VANCE MANAGEMENT — 's Item 11 disclosure-reporting entries rose by 1 (7 -> 8). IAPD ↗
55
ALTA CAPITAL MANAGEMENT LLC — 's Item 11 disclosure-reporting entries rose by 2 (0 -> 2). IAPD ↗
55
GLENMEDE INVESTMENT MANAGEMENT, LP — 's Item 11 disclosure-reporting entries rose by 2 (0 -> 2). IAPD ↗
55
CG ADVISORY SERVICES — 's Item 11 disclosure-reporting entries rose by 1 (2 -> 3). IAPD ↗
55
EMPOWER ADVISORY GROUP, LLC — 's Item 11 disclosure-reporting entries rose by 1 (5 -> 6). IAPD ↗
55
AGINCOURT CAPITAL MANAGEMENT, LLC — 's Item 11 disclosure-reporting entries rose by 2 (0 -> 2). IAPD ↗
55
FIERA CAPITAL INC. — 's Item 11 disclosure-reporting entries rose by 2 (0 -> 2). IAPD ↗
55
REGAL INVESTMENT ADVISORS LLC — 's Item 11 disclosure-reporting entries rose by 2 (6 -> 8). IAPD ↗
55
STONEBRIDGE ADVISORS LLC — 's Item 11 disclosure-reporting entries rose by 1 (3 -> 4). IAPD ↗
55
STERLING CAPITAL MANAGEMENT LLC — 's Item 11 disclosure-reporting entries rose by 2 (0 -> 2). IAPD ↗
55
BENJAMIN F. EDWARDS & COMPANY, INCORPORATED — 's Item 11 disclosure-reporting entries rose by 5 (12 -> 17). IAPD ↗
55
EURO PACIFIC ASSET MANAGEMENT, LLC — 's Item 11 disclosure-reporting entries rose by 1 (0 -> 1). IAPD ↗
55
FOURSTAR WEALTH ADVISORS, LLC — 's Item 11 disclosure-reporting entries rose by 11 (0 -> 11). IAPD ↗
55
FOUNDATIONS INVESTMENT ADVISORS LLC — 's Item 11 disclosure-reporting entries rose by 3 (8 -> 11). IAPD ↗
55
INTRUA FINANCIAL — 's Item 11 disclosure-reporting entries rose by 1 (0 -> 1). IAPD ↗
55
GIBBS WEALTH MANAGEMENT, LLC — 's Item 11 disclosure-reporting entries rose by 1 (2 -> 3). IAPD ↗
55
FIRST COMMAND ADVISORY SERVICES — 's Item 11 disclosure-reporting entries rose by 1 (7 -> 8). IAPD ↗
55
ARKADIOS WEALTH ADVISORS — 's Item 11 disclosure-reporting entries rose by 1 (3 -> 4). IAPD ↗
55
SIMPLICITY WEALTH — 's Item 11 disclosure-reporting entries rose by 2 (5 -> 7). IAPD ↗
55
MACERATIO LLC — 's Item 11 disclosure-reporting entries rose by 6 (0 -> 6). IAPD ↗
55
THEPARTNERS WEALTH MANAGEMENT — 's Item 11 disclosure-reporting entries rose by 2 (0 -> 2). IAPD ↗
55
PORTSIDE WEALTH GROUP, LLC — 's Item 11 disclosure-reporting entries rose by 1 (0 -> 1). IAPD ↗
55
MONEY MANAGERS, INC. — MONEY MANAGERS INC is now doing business as . IAPD ↗
55
SIMPLYRIA ADVISOR NETWORK — CAITLIN JOHN, LLC is now doing business as . IAPD ↗
55
A SMARTER WAY TO INVEST — INC. is now doing business as A SMARTER WAY TO INVEST. IAPD ↗
55
PROFUSION PRIVATE WEALTH — PROFUSION FINANCIAL is now doing business as . IAPD ↗
55
CYPRESS POINT CAPITAL MANAGEMENT, LLC — CULLEN, PATTERSON CAPITAL MANAGEMENT, LLC is now doing business as . IAPD ↗
55
M1 ADVISORY — M1 FINANCE is now doing business as . IAPD ↗
55
LEGACY CORNERSTONE WEALTH — EPIC PRIVATE WEALTH is now doing business as . IAPD ↗
55
WHITE OAK WEALTH MANAGEMENT — OAKMONT WEALTH ADVISORY, LLC is now doing business as . IAPD ↗
55
TROUTMAN WEALTH — MANAGEMENT is now doing business as TROUTMAN WEALTH. IAPD ↗
55
GUARDIAN WEALTH PARTNERS, LLC — PARK AVENUE INVESTMENT ADVISORY, LLC is now doing business as . IAPD ↗
55
ALINEA ADVISORY SERVICES LLC — ALINEA INVEST, INC. is now doing business as . IAPD ↗
55
WNNW WEALTH — WINNOW WEALTH, LLC is now doing business as . IAPD ↗
55
FORTHRIGHT CAPITAL — ADVISORY is now doing business as FORTHRIGHT CAPITAL. IAPD ↗
55
SAND CREEK CAPITAL, LLC — CORDINGLEY & PARKINSON WEALTH MANAGEMENT is now doing business as . IAPD ↗
55
ROCKBRIDGE ASSET MANAGEMENT, LLC — ROCKBRIDGE CAPITAL MANAGEMENT is now doing business as . IAPD ↗
55
RAINWATER EQUITY LLC — SHAPOSHNIK CAPITAL MANAGEMENT LLC is now doing business as . IAPD ↗
55
FIVE ELEVEN PARTNERS — FIVE ELEVEN FAMILY OFFICE LLC is now doing business as . IAPD ↗
55
FORWARD WEALTH — GALLACHER CAPITAL LLC is now doing business as . IAPD ↗
55
ROTHSCHILD INVESTMENT — notice-filed in AL, DE, IA, ID, KS, MS, NE, RI, SD, WY. IAPD ↗
55
CPS INVESTMENT ADVISORS — notice-filed in AR, IN, LA, NE, NH. IAPD ↗
55
JOHN W. BRISTOL & CO., INC. — notice-filed in CA, CO, MA, ME, NC, RI. IAPD ↗
55
WEATHERBIE CAPITAL, LLC — notice-filed in CO, DE, IL, ME, NH. IAPD ↗
55
ARMSTRONG, FLEMING & MOORE, INC. — notice-filed in CO, ME, NJ, TN, WA. IAPD ↗
55
ADELL HARRIMAN & CARPENTER — notice-filed in AZ, MO, NH, NY, WA. IAPD ↗
55
EARNED WEALTH ADVISORS, LLC — notice-filed in AK, AL, AR, DC, DE, IA, IN, ME, MI, MN, MO, MS, MT, ND, NE, NM, OK, PA, PR, RI, SD, TN, VT, WI, WV, WY. IAPD ↗
55
WESTWOOD MANAGEMENT CORP — notice-filed in DE, IN, KS, LA, OK, UT, WI. IAPD ↗
55
TRILLIUM ASSET MANAGEMENT — notice-filed in AK, AL, AR, IA, KS, MS, ND, NE, OK, PR, SD, VI, WV. IAPD ↗
55
DELTA ASSET MANAGEMENT, LLC — notice-filed in AZ, KS, MO, NJ, SC, VA. IAPD ↗
55
STEEL GROVE CAPITAL ADVISORS, LLC — notice-filed in AR, CA, CO, MD, NC, NH, OH, OK, PA, SC, WI. IAPD ↗
55
FUTURE CAPITAL — notice-filed in DC, ME, MT, SD, VT. IAPD ↗
55
SCS CAPITAL MANAGEMENT LLC — notice-filed in AR, IA, ID, MN, MT, ND, WV. IAPD ↗
55
SILICON VALLEY CAPITAL PARTNERS, L.P. — notice-filed in AZ, CO, FL, NV, NY. IAPD ↗
55
ELEVATION POINT WEALTH PARTNERS, LLC — notice-filed in AK, AR, DE, KS, KY, ME, MO, MS, MT, NM, SD. IAPD ↗
55
WERBA RUBIN PAPIER WEALTH MANAGEMENT, LLC — notice-filed in FL, IL, NH, NY, TN. IAPD ↗
55
BIP WEALTH, LLC — notice-filed in AR, IN, MN, MS, WI. IAPD ↗
55
FREESTONE CAPITAL MANAGEMENT, LLC — notice-filed in AL, AR, DE, IA, IN, KY, ME, MS, ND, NM, OK, PR, RI, VI, WV. IAPD ↗
55
GATEWAY INVESTMENT ADVISERS, LLC — notice-filed in GA, HI, IL, MI, MN, NC, PA, SC. IAPD ↗
55
ANDINA ADVISORS — notice-filed in AZ, CO, MT, WA, WY. IAPD ↗
55
SEVEN BRIDGES ADVISORS LLC — notice-filed in CA, CO, CT, FL, NH. IAPD ↗
55
TRAJAN WEALTH, L.L.C. — notice-filed in ME, ND, NH, RI, WV. IAPD ↗
55
APELLA WEALTH — notice-filed in AK, AR, KY, MS, ND, PR, WV. IAPD ↗
55
BEACON TRUST — notice-filed in AK, AL, AZ, DC, DE, HI, IA, ID, IN, KS, KY, MN, MO, MS, MT, ND, OK, OR, PR, RI, SD, TN, UT, VI, WA, WV, WY. IAPD ↗
55
DGS CAPITAL MANAGEMENT — notice-filed in CA, FL, IL, MA, ME, NC, NH, NJ, NY, OH, TX, VA, WA. IAPD ↗
55
CONTINUUM ADVISORY, LLC — notice-filed in AL, IN, KY, MS, NE, OK, RI, SD, WV, WY. IAPD ↗
55
CLARK ASSET MANAGEMENT, LLC — notice-filed in CO, LA, NJ, OH, VA. IAPD ↗
55
VANGUARD PERSONALIZED INDEXING MANAGEMENT — notice-filed in AK, AL, AR, AZ, CO, CT, DC, DE, FL, GA, HI, IA, ID, IN, KS, KY, LA, MA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, RI, SC, SD, TN, UT, VA, VI, VT, WA, WI, WV, WY. IAPD ↗
55
SEPIO CAPITAL, LP — notice-filed in AK, DC, DE, ID, KS, MA, MI, MT, NC, OK, OR, PA, SD, VA, WA. IAPD ↗
55
TEXAS CAPITAL BANK PRIVATE WEALTH ADVISORS — notice-filed in AZ, GA, NC, NM, NV, SC, TN, WA. IAPD ↗
55
GUARDIAN WEALTH ADVISORS, LLC — notice-filed in IA, KS, MI, MO, OH, OR. IAPD ↗
55
CORDOBA ADVISORY PARTNERS LLC — notice-filed in DE, MA, NJ, TX, WY. IAPD ↗
55
THE NEMES RUSH GROUP, LLC — notice-filed in AZ, CA, CO, FL, GA, IL, NH, NY, OH, TN, TX, WA. IAPD ↗
55
BROOKWOOD INVESTMENT GROUP — notice-filed in AK, AL, AR, DC, HI, KY, ME, MT, NE, NM, OK, UT, WA, WI. IAPD ↗
55
CONCENTRIC — notice-filed in HI, IA, KS, KY, MO, MT, ND, OK, PR, SD. IAPD ↗
55
QUOTIENT WEALTH PARTNERS, LLC — notice-filed in GA, ID, IN, MN, MO, NV, OR. IAPD ↗
55
GC WEALTH MANAGEMENT RIA, LLC — notice-filed in IL, MT, NV, RI, UT. IAPD ↗
55
OPENARC CORPORATE ADVISORY, LLC — notice-filed in AK, AL, AR, AZ, CA, CO, CT, DC, DE, HI, IA, ID, IN, KS, KY, LA, MA, MD, ME, MI, MN, MO, MS, MT, NC, NE, NH, NM, NV, NY, OH, OK, OR, PA, PR, RI, SC, TN, UT, VA, VT, WA, WI, WV, WY. IAPD ↗
53
ULLAND INVESTMENT ADVISORS, LLC — 's Item 11 disclosure-reporting entries rose by 1 (0 -> 1). IAPD ↗
53
RUDNEY ASSOCIATES — 's Item 11 disclosure-reporting entries rose by 3 (0 -> 3). IAPD ↗
53
OAKWOOD CAPITAL, INC. — 's Item 11 disclosure-reporting entries rose by 3 (0 -> 3). IAPD ↗
53
GRADIENT WEALTH MANAGEMENT — 's Item 11 disclosure-reporting entries rose by 6 (8 -> 14). IAPD ↗
53
ELITE WEALTH MANAGEMENT, INC. — 's Item 11 disclosure-reporting entries rose by 1 (0 -> 1). IAPD ↗
53
STRATEGAS ASSET MANAGEMENT, LLC — 's Item 11 disclosure-reporting entries rose by 1 (0 -> 1). IAPD ↗
53
LAS OLAS CAPITAL ADVISORS, LLC — 's Item 11 disclosure-reporting entries rose by 1 (0 -> 1). IAPD ↗
53
MAGNATE ADVISORY SERVICES, LLC — 's Item 11 disclosure-reporting entries rose by 2 (0 -> 2). IAPD ↗
53
XYPN INVEST — 's Item 11 disclosure-reporting entries rose by 1 (3 -> 4). IAPD ↗
53
FAMILYWEALTH — 's Item 11 disclosure-reporting entries rose by 3 (0 -> 3). IAPD ↗
53
SKYOAK WEALTH — 's Item 11 disclosure-reporting entries rose by 4 (0 -> 4). IAPD ↗
53
CONVERGENCE FINANCIAL — 's Item 11 disclosure-reporting entries rose by 1 (0 -> 1). IAPD ↗
53
DOMINION PORTFOLIO MANAGEMENT, INC. — notice-filed in AZ, CA, GA, MS, ND, UT. IAPD ↗
53
THOMAS J. HERZFELD ADVISORS, INC. — notice-filed in AR, DE, IA, ND, NE. IAPD ↗
53
CAPSTONE FINANCIAL ADVISORS INC — notice-filed in NE, NY, OH, PA. IAPD ↗
53
STRATEGIC FINANCIAL SERVICES — notice-filed in AZ, GA, IL, MD. IAPD ↗
53
IAG WEALTH PARTNERS, LLC — notice-filed in MO, NV, NY, UT. IAPD ↗
53
MANCHESTER CAPITAL MANAGEMENT LLC — notice-filed in CO, NC, NJ, VI. IAPD ↗
53
S&A FINANCIAL SERVICES, INC. — notice-filed in CA, GA, NJ, VA, WI. IAPD ↗
53
MCF ADVISORS, LLC — notice-filed in CO, GA, OK, WV. IAPD ↗
53
MEASURED RISK PORTFOLIOS — notice-filed in GA, MO, SC, TN, UT. IAPD ↗
53
SIGNATURE RESOURCES CAPITAL MANAGEMENT, LLC — notice-filed in FL, ID, NE, NJ, NV, OR. IAPD ↗
53
BERKSHIRE ASSET MANAGEMENT, LLC — notice-filed in HI, MN, MT, ND. IAPD ↗
53
BROOKMONT CAPITAL MANAGEMENT — notice-filed in AR, IL, MD, ME, NV, PA. IAPD ↗
53
THE RETIREMENT SOLUTION LLC — notice-filed in AL, GA, HI, IN, KS, MD, MO, NJ, NM, NV, OH, PA, SC, SD, TN, VA. IAPD ↗
53
OLD WEST INVESTMENT MANAGEMENT, LLC — notice-filed in CT, FL, GA, ID, MN, NC, NY, WA. IAPD ↗
53
C2 PRIVATE WEALTH — notice-filed in CO, LA, MD, VA. IAPD ↗
53
PERSONAL CFO SOLUTIONS LLC — notice-filed in ME, MO, NH, WI. IAPD ↗
53
MORRIS & WELLS WEALTH MANAGEMENT — notice-filed in CA, KY, MD, NC, NY, TN. IAPD ↗
53
PRAIRIE WEALTH ADVISORS, INC. — notice-filed in AZ, IL, MN, SC, WA. IAPD ↗
53
ELM WEALTH — notice-filed in MD, OH, UT, VT. IAPD ↗
53
WEALTH WATCH ADVISORS, INC — notice-filed in AL, CT, IN, KY, LA, MA, MO, MT, NH, NJ, NM, NV, NY, SD, WY. IAPD ↗
53
WALSER WEALTH MANAGEMENT COMPANY, A LIMITED LIABILITY COMPANY — notice-filed in AZ, CA, CO, CT, IA, IN, KS, KY, LA, MA, MD, MI, MN, MO, NC, NE, NH, NJ, NM, NY, OH, OK, OR, PA, TN, VA, WA, WI. IAPD ↗
53
SPYGLASS CAPITAL MANAGEMENT, LLC — notice-filed in FL, NY, SD, TX. IAPD ↗
53
KINETIC INVESTMENT MANAGEMENT, INC. — notice-filed in AR, GA, NV, VA, WA. IAPD ↗
53
ATLAS PRIVATE WEALTH ADVISORS — notice-filed in ID, NH, NV, OH, WA. IAPD ↗
53
GOALVEST ADVISORY LLC — notice-filed in CO, MO, MS, MT, NE, OK, WY. IAPD ↗
53
VERDENCE CAPITAL ADVISORS, LLC — notice-filed in AL, IN, ME, OR. IAPD ↗
53
BLUE SQUARE ASSET MANAGEMENT, LLC — notice-filed in CO, IA, MI, OH, OR, PA, UT, VA. IAPD ↗
53
DECISIONPOINT FINANCIAL, LLC — notice-filed in FL, ID, IN, MT. IAPD ↗
53
SAGE MOUNTAIN ADVISORS, LLC — notice-filed in CO, NC, OK, PA. IAPD ↗
53
WILLIAMS JONES WEALTH MANAGEMENT, LLC — notice-filed in IA, KS, KY, MS. IAPD ↗
53
DEW POINT CAPITAL — notice-filed in FL, MD, NY, OR, PA, TN, VA, WA. IAPD ↗
53
TREASURE INVESTMENT MANAGEMENT, LLC — notice-filed in DE, FL, GA, IL, MA, NC, NV, TX, WY. IAPD ↗
53
FORTIS CAPITAL ADVISORS, LLC — notice-filed in IN, MN, NV, VT. IAPD ↗
53
SEASONS OF ADVICE WEALTH MANAGEMENT — notice-filed in IN, MN, OH, OR. IAPD ↗
53
FOCUSED ALPHA, LLC — notice-filed in CA, FL, IL, LA, MD, MI, NC, NE, NH, NV, OR, TX, VA, WA. IAPD ↗
53
YOUSIF CAPITAL MANAGEMENT, LLC — notice-filed in CT, NC, OR, VA. IAPD ↗
53
THE ASCENT GROUP, LLC — notice-filed in AZ, CO, LA, MI. IAPD ↗
53
PRIVATE WEALTH ASSET MANAGEMENT — notice-filed in MD, MI, NC, NM. IAPD ↗
53
RANGE ADVISORY, LLC — notice-filed in AK, KY, MS, ND, VI, WV, WY. IAPD ↗
53
BEAUMONT FINANCIAL PARTNERS — notice-filed in AL, NV, OR, WV. IAPD ↗
53
CACHE ADVISORS LLC — notice-filed in AK, KY, MS, MT, ND, SD, WV, WY. IAPD ↗
53
SYNTHETICFI LLC — notice-filed in AR, CT, IA, IL, IN, MD, MN, MO, NE, OK, SC, TN, WA. IAPD ↗
53
CARRERA CAPITAL ADVISORS — notice-filed in AZ, MN, OR, TN, UT. IAPD ↗
53
THE LIFE WEALTH GROUP — notice-filed in CA, GA, KS, MO, NC, TX. IAPD ↗
53
ELEVATED FINANCIAL GROUP — notice-filed in MA, MN, NC, OR, SC, VA, WA, WI. IAPD ↗
53
CANBY FINANCIAL ADVISORS — notice-filed in CA, CT, FL, ME, NC, NH, NY, RI, VA, VT. IAPD ↗
51
BRIGHTON SECURITIES CORP. — notice-filed in DC, LA, ME, NH. IAPD ↗
51
ABNER HERRMAN & BROCK, LLC — notice-filed in MN, MT, NE. IAPD ↗
51
THE INVESTMENT COUNSEL COMPANY — notice-filed in AZ, FL, WA. IAPD ↗
51
MIDWESTERN SECURITIES TRADING CO.,LLC — notice-filed in MT, NJ, WY. IAPD ↗
51
ALLEGHENY FINANCIAL GROUP — notice-filed in NE, NV, RI. IAPD ↗
51
HIRTLE & CO., LLC — notice-filed in KS, NV, UT. IAPD ↗
51
WEDGE CAPITAL MANAGEMENT LLP — notice-filed in LA, MI, TX. IAPD ↗
51
WRIGHT INVESTORS SERVICE INC — notice-filed in NH, NJ, PA. IAPD ↗
51
WOODLEY FARRA — notice-filed in VT, WV, WY. IAPD ↗
51
STRATEGY ASSET MANAGERS L.L.C. — notice-filed in CO, IL, ME, WA. IAPD ↗
51
OKABENA INVESTMENT SERVICES INC — notice-filed in CA, FL, MT. IAPD ↗
51
STANLEY-LAMAN GROUP LTD. — notice-filed in AK, AR, TN. IAPD ↗
51
VERITY INVESTMENT PARTNERS — notice-filed in CT, DE, MI. IAPD ↗
51
PALISADE INVESTMENTS, LLC — notice-filed in AZ, ID, OR, VA. IAPD ↗
51
OMNI 360 WEALTH, INC. — notice-filed in DE, GA, MN, SC. IAPD ↗
51
KORHORN FINANCIAL GROUP — notice-filed in MN, PA, WA. IAPD ↗
51
ARROYO INVESTMENT GROUP, LLC — notice-filed in ID, LA, NV, TX. IAPD ↗
51
DUPREE FINANCIAL GROUP, LLC — notice-filed in IN, LA, MI, SC. IAPD ↗
51
REDWOOD INVESTMENTS, LLC — notice-filed in AZ, IL, IN, WV. IAPD ↗
51
MYCIO WEALTH PARTNERS, LLC — notice-filed in MS, NH, OH. IAPD ↗
51
KOHMANN BOSSHARD FINANCIAL SERVICES, LLC. — notice-filed in CA, NC, PA. IAPD ↗
51
BLBB ADVISORS — notice-filed in AL, DC, VT. IAPD ↗
51
STRATEGIC FINANCIAL CONCEPTS, LLC — notice-filed in AZ, MO, MS, MT. IAPD ↗
51
HECK CAPITAL ADVISORS, LLC — notice-filed in AK, NH, OR. IAPD ↗
51
DMKC ADVISORY SERVICES, LLC — notice-filed in ID, MO, OH, WA. IAPD ↗
51
HOEY INVESTMENTS, INC. — notice-filed in GA, MA, MD, VA. IAPD ↗
51
SOLTIS INVESTMENT ADVISORS, LLC — notice-filed in IA, ME, NH. IAPD ↗
51
WALKNER CONDON FINANCIAL ADVISORS LLC — notice-filed in IN, MA, PA. IAPD ↗
51
THE PINNACLE FINANCIAL GROUP — notice-filed in IA, ME, WA. IAPD ↗
51
IFG ADVISORY, LLC — notice-filed in ID, KS, NV. IAPD ↗
51
FORTIS CAPITAL MANAGEMENT LLC — notice-filed in AZ, MN, OR. IAPD ↗
51
L2 ASSET MANAGEMENT, LLC — notice-filed in CA, NV, NY. IAPD ↗
51
EXODUS WEALTH, LLC — notice-filed in KS, OK, TN, WV. IAPD ↗
51
GENERATIONAL WEALTH MANAGEMENT — notice-filed in AZ, IL, PA, SC. IAPD ↗
51
KFA PRIVATE WEALTH GROUP, LLC — notice-filed in CO, MI, TN, WA. IAPD ↗
51
STANSBERRY ASSET MANAGEMENT, LLC — notice-filed in AK, RI, WV. IAPD ↗
51
AWM CAPITAL, LLC — notice-filed in AL, AR, IL. IAPD ↗
51
LAKE STREET — notice-filed in LA, NE, NH. IAPD ↗
51
SOUDERS FINANCIAL ADVISORS, LLC — notice-filed in GA, SC, VA. IAPD ↗
51
ROCKPORT WEALTH ADVISORS — notice-filed in LA, NY, TN, VA. IAPD ↗
51
SIGNAL ADVISORS WEALTH, LLC — notice-filed in AL, AZ, NV. IAPD ↗
51
ABSHER WEALTH MANAGEMENT, LLC — notice-filed in CA, IL, UT. IAPD ↗
51
SMITH GROUP ASSET MANAGEMENT, LLC — notice-filed in IN, MS, NE. IAPD ↗
51
ESSENTIAL PARTNERS LLC — notice-filed in FL, LA, NV, TX. IAPD ↗
51
PEAK RETIREMENT PLANNING, INC. — notice-filed in AL, MA, MN, OK. IAPD ↗
51
ELEVATUS WEALTH MANAGEMENT, LLC — notice-filed in MA, NJ, PA, VA. IAPD ↗
51
TREND TRADE PRO, LLC — notice-filed in DE, FL, NV, NY. IAPD ↗
51
SALUS FINANCIAL ADVISORS — notice-filed in MO, NE, PA, TX. IAPD ↗
51
KILTER GROUP — notice-filed in IL, LA, MA, OH. IAPD ↗
51
ARENA PRIVATE WEALTH — notice-filed in AZ, IN, MA, NH. IAPD ↗
51
UNITING WEALTH PARTNERS — notice-filed in CA, CO, NC, NH. IAPD ↗
51
MILESTONE FINANCIAL ASSOCIATES, LLC — notice-filed in DE, FL, NJ, SC. IAPD ↗
51
Z3 CAPITAL PARTNERS — notice-filed in FL, NC, PA, SC. IAPD ↗
51
WASHINGTON PARK CAPITAL MANAGEMENT, LLC — notice-filed in AZ, CA, TX, WA. IAPD ↗
50
WINNING POINTS ADVISORS, L.L.C. — 's Item 11 disclosure-reporting entries rose by 1 (0 -> 1). IAPD ↗
50
THE EIDEARD GROUP, LLC — 's Item 11 disclosure-reporting entries rose by 1 (3 -> 4). IAPD ↗
50
BULLSEYE INVESTMENT MANAGEMENT, LLC — 's Item 11 disclosure-reporting entries rose by 1 (0 -> 1). IAPD ↗
50
FAMILYWEALTH ASSET MANAGEMENT — 's Item 11 disclosure-reporting entries rose by 3 (0 -> 3). IAPD ↗
50
ALEXANDER CAPITAL WEALTH MANAGEMENT LLC — 's Item 11 disclosure-reporting entries rose by 1 (0 -> 1). IAPD ↗
50
SCHWAB WEALTH ADVISORY, INC. — 's Item 11 disclosure-reporting entries rose by 3 (0 -> 3). IAPD ↗
50
P.A.W. CAPITAL PARTNERS, LP — 's Item 11 disclosure-reporting entries rose by 1 (3 -> 4). IAPD ↗
50
INFINITY FINANCIAL SERVICES ADVISORY — 's Item 11 disclosure-reporting entries rose by 4 (13 -> 17). IAPD ↗
50
ARK WEALTH MANAGEMENT — 's Item 11 disclosure-reporting entries rose by 1 (0 -> 1). IAPD ↗
50
BULLTICK4U ADVISOR, LLC — 's Item 11 disclosure-reporting entries rose by 3 (0 -> 3). IAPD ↗
50
STIRLINGSHIRE INVESTMENTS — 's Item 11 disclosure-reporting entries rose by 1 (0 -> 1). IAPD ↗
50
CHARLES SCHWAB INVESTMENT MANAGEMENT, INC — moved its main office from LONE TREE, CO to SAN FRANCISCO, CA. IAPD ↗
50
ARGENT ADVISORS, INC. — moved its main office from MONROE, LA to RUSTON, LA. IAPD ↗
50
NICHOLAS INVESTMENT PARTNERS, L.P. — moved its main office from RANCHO SANTA FE, CA to SAN DIEGO, CA. IAPD ↗
50
REDHAWK WEALTH ADVISORS, INC. — moved its main office from BLOOMINGTON, MN to MINNEAPOLIS, MN. IAPD ↗
50
CAPRICORN INVESTMENT GROUP LLC — moved its main office from PALO ALTO, CA to NEW YORK, NY. IAPD ↗
50
CORNERSTONE WEALTH MANAGEMENT, LLC — moved its main office from ST. PETERS, MO to DES PERES, MO. IAPD ↗
50
IBEX WEALTH ADVISORS, LLC — moved its main office from BEDMINSTER, NJ to WEST PALM BEACH, FL. IAPD ↗
50
GOOD LIFE ADVISORS, LLC — moved its main office from READING, PA to CELEBRATION, FL. IAPD ↗
50
WORLD INVESTMENT ADVISORS, LLC — moved its main office from SANTA BARBARA, CA to LINCROFT, NJ. IAPD ↗
50
PLATFORM TECHNOLOGY PARTNERS — moved its main office from NEW YORK, NY to LOCUST VALLEY, NY. IAPD ↗
50
MODERN WEALTH MANAGEMENT, LLC — moved its main office from LENEXA, KS to KANSAS CITY, MO. IAPD ↗
50
U.S. WEALTH GROUP, LLC — notice-filed in FL, LA, NC, NJ, TX. IAPD ↗
50
BLUE MARBLE INVESTMENTS — notice-filed in DC, GA, IN, ME, NC. IAPD ↗
50
401K GENERATION — notice-filed in AK, AR, ND, NE, NH. IAPD ↗
50
TREASURE COAST FINANCIAL PLANNING, INC. — notice-filed in DC, MI, MN, NV, OH, WV. IAPD ↗
50
OPTION RESEARCH & TECHNOLOGY SERVICES, LLC — notice-filed in AL, AZ, CO, CT, FL, GA, IL, IN, MA, MD, MI, MN, MO, NC, NJ, NV, OH, OR, PA, SC, TN, UT, VA, WA. IAPD ↗
50
ROSSJOHNSON & ASSOCIATES, LLC — notice-filed in FL, MI, NE, NH, WI. IAPD ↗
50
MANZIL INVESTMENT ADVISORS, LLC — notice-filed in CA, FL, IL, MD, NJ, NY, OH, WA. IAPD ↗
50
ALINEA ADVISORY SERVICES LLC — notice-filed in AK, AL, AR, AZ, CO, DC, DE, FL, GA, HI, IA, ID, IN, KS, KY, MD, MI, MN, MS, MT, NC, ND, NE, NH, NJ, NM, NV, OH, OK, OR, PA, PR, RI, SC, SD, TN, UT, VA, VI, VT, WA, WI, WV, WY. IAPD ↗
50
ADVISOR.COM — notice-filed in AZ, FL, MN, OH, OR, PA, TN, WI. IAPD ↗
50
CARRY ADVISORS LLC — notice-filed in AK, AL, KY, MO, MT, NM, RI. IAPD ↗
50
E6 PORTFOLIOS — notice-filed in IL, NE, NH, OR, WA. IAPD ↗
50
GREENPORTFOLIO INC. — notice-filed in CT, FL, ME, MI, MN, NM, RI, WI. IAPD ↗
50
DACHTLER WEALTH ADVISORS, LLC — notice-filed in AZ, NV, OR, TX, WA. IAPD ↗
50
CARDONE WEALTH ADVISORS — notice-filed in AK, AZ, CA, GA, IL, LA, MD, MI, MO, NE, NJ, NV, TX, UT. IAPD ↗
50
50
NORTHERN EDGE WEALTH MANAGEMENT — notice-filed in CA, FL, LA, MN, WI. IAPD ↗
50
CENTRUS FINANCIAL STRATEGIES — notice-filed in GA, NC, NH, NY, TX. IAPD ↗
49
SCHWARTZ & CO. — notice-filed in AL, KY. IAPD ↗
49
HUNTER ASSOCIATES LLC — notice-filed in ID, NE. IAPD ↗
49
ADVISORS ASSET MANAGEMENT, INC. — notice-filed in HI, PR. IAPD ↗
49
THOROUGHBRED FINANCIAL SERVICES, LLC — notice-filed in NV, NY. IAPD ↗
49
MIDDLETON & COMPANY INC. — notice-filed in CO, OR. IAPD ↗
49
FERGUSON WELLMAN CAPITAL MANAGEMENT, INC. — notice-filed in GA, OH. IAPD ↗
49
GAMCO ASSET MANAGEMENT INC. — notice-filed in AR, MT. IAPD ↗
49
PROFESSIONAL ADVISORY SERVICES INC — notice-filed in LA, TN. IAPD ↗
49
ACCREDITED INVESTORS WEALTH MANAGEMENT — notice-filed in GA, IA. IAPD ↗
49
SYSTEMATIC FINANCIAL MANAGEMENT LP — notice-filed in AR, NH. IAPD ↗
49
PETTYJOHN, WOOD & WHITE, INC. — notice-filed in MD, TN. IAPD ↗
49
HEMSLEY ADVISORS, LTD. — notice-filed in MA, NY, OH. IAPD ↗
49
MITCHELL SINKLER & STARR — notice-filed in CA, CO. IAPD ↗
49
BAXTER INVESTMENT MANAGEMENT — notice-filed in SC, WA. IAPD ↗
49
ESSENTIAL PLANNING, LLC — notice-filed in CA, LA, NY. IAPD ↗
49
ASSET PRESERVATION ADVISORS, LLC — notice-filed in HI, WI. IAPD ↗
49
MEEDER ADVISORY SERVICES, INC. — notice-filed in AK, ME. IAPD ↗
49
BSW WEALTH PARTNERS — notice-filed in MT, WA. IAPD ↗
49
SFMG WEALTH ADVISORS — notice-filed in AR, NY. IAPD ↗
49
GHP INVESTMENT ADVISORS INC — notice-filed in MI, VA. IAPD ↗
49
SCHAPER BENZ & WISE INVESTMENT COUNSEL INC — notice-filed in GA, NY. IAPD ↗
49
TRAPHAGEN FINANCIAL GROUP — notice-filed in MD, VA. IAPD ↗
49
COMPASS CAPITAL MANAGEMENT INC — notice-filed in IL, VA. IAPD ↗
49
ENTRUST GLOBAL PARTNERS LLC — notice-filed in SC, TN. IAPD ↗
49
PATHWAY CAPITAL MANAGEMENT, LP — notice-filed in IL, NE. IAPD ↗
49
MARIETTA INVESTMENT PARTNERS, LLC — notice-filed in NH, NY, WA. IAPD ↗
49
LEGACY WEALTH MANAGEMENT, LLC — notice-filed in IN, VA. IAPD ↗
49
CAPITAL COUNSEL LLC — notice-filed in KY, OH. IAPD ↗
49
GEMMER ASSET MANAGEMENT LLC — notice-filed in MD, MT. IAPD ↗
49
FIDUCIARY MANAGEMENT, INC. — notice-filed in AZ, MD. IAPD ↗
49
WILLOW CREEK WEALTH MANAGEMENT, INC. — notice-filed in AZ, ME. IAPD ↗
49
HIGHLAND CONSULTING ASSOCIATES INC. — notice-filed in IN, KY. IAPD ↗
49
HARVEST INVESTMENT CONSULTANTS LLC — notice-filed in AZ, CA, NJ. IAPD ↗
49
MAIRS & POWER — notice-filed in IA, VA. IAPD ↗
49
WILLIS INVESTMENT COUNSEL INC — notice-filed in FL, NE. IAPD ↗
49
JOEL R. MOGY INVESTMENT COUNSEL INC. — notice-filed in CT, OR. IAPD ↗
49
TRIBUTARY CAPITAL MANAGEMENT, LLC — notice-filed in IL, NH. IAPD ↗
49
PARKWAY ADVISORS, L.P. — notice-filed in LA, NY. IAPD ↗
49
MISSION WEALTH MANAGEMENT, LP — notice-filed in MS, ND. IAPD ↗
49
CAPITAL INVESTMENT MANAGEMENT, INC — notice-filed in CO, IL, OK. IAPD ↗
49
SEGAL MARCO ADVISORS — notice-filed in NM, VT. IAPD ↗
49
AMERICAN MONEY MANAGEMENT, LLC — notice-filed in ID, NV, TN. IAPD ↗
49
FINANCIAL PLAN, INC. — notice-filed in AK, KS. IAPD ↗
49
PLAN GROUP FINANCIAL, INC. — notice-filed in KS, UT, WA. IAPD ↗
49
KIPLINGER WEALTH ADVISORS — notice-filed in MD, NC, SC. IAPD ↗
49
CONCORD WEALTH PARTNERS — notice-filed in AZ, GA. IAPD ↗
49
CM WEALTH ADVISORS LLC — notice-filed in CO, MI. IAPD ↗
49
MAIN MANAGEMENT, LLC — notice-filed in FL, VA. IAPD ↗
49
FINANCIAL MANAGEMENT STRATEGIES, INC. — notice-filed in KY, UT, WA. IAPD ↗
49
THE FAIRMAN GROUP, LLC — notice-filed in CO, SC, TX. IAPD ↗
49
WINDSOR ADVISORY GROUP, LLC — notice-filed in LA, SC. IAPD ↗
49
GIBRALTAR CAPITAL MANAGEMENT, INC. — notice-filed in GA, NE. IAPD ↗
49
PCA INVESTMENT ADVISORY SERVICES, INC. — notice-filed in IA, MA. IAPD ↗
49
KLINGMAN AND ASSOCIATES, LLC — notice-filed in IL, VT. IAPD ↗
49
PKS ADVISORY SERVICES, LLC — notice-filed in AR, MD. IAPD ↗
49
GRANEY& KING, LLC — notice-filed in CO, PA, VA. IAPD ↗
49
CWC ADVISORS, LLC — notice-filed in AZ, FL, TX. IAPD ↗
49
MAPLE CAPITAL MANAGEMENT, INC. — notice-filed in MI, TN. IAPD ↗
49
EXENCIAL WEALTH ADVISORS — notice-filed in ND, NE. IAPD ↗
49
BROGAN FINANCIAL — notice-filed in AL, GA, OH. IAPD ↗
49
BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC — notice-filed in CT, MA. IAPD ↗
49
CANNELL & SPEARS LLC — notice-filed in LA, MT. IAPD ↗
49
FINANCIAL INNOVATIONS, LLC — notice-filed in LA, NY, TN. IAPD ↗
49
MCILRATH & ECK, LLC — notice-filed in HI, MT. IAPD ↗
49
MELIA WEALTH LLC — notice-filed in CA, MI, TN. IAPD ↗
49
REDHAWK WEALTH ADVISORS, INC. — notice-filed in MT, RI. IAPD ↗
49
SIHARUM ADVISORS, LLC — notice-filed in OR, RI, SC. IAPD ↗
49
CAPWEALTH ADVISORS, LLC — notice-filed in AZ, NY. IAPD ↗
49
CKW FINANCIAL GROUP, LLC — notice-filed in AZ, OR. IAPD ↗
49
EXPAND FINANCIAL, LLC — notice-filed in IA, PR. IAPD ↗
49
CAPITAL ADVISORS, LTD., LLC — notice-filed in NY, PA. IAPD ↗
49
CONNECTICUT WEALTH MANAGEMENT, LLC — notice-filed in IN, NV. IAPD ↗
49
WESTFULLER ADVISORS, LLC — notice-filed in DC, NH. IAPD ↗
49
NAPLES GLOBAL ADVISORS — notice-filed in CO, NJ. IAPD ↗
49
ZHANG FINANCIAL — notice-filed in NM, OR. IAPD ↗
49
TVAMP, LLC — notice-filed in MA, WA. IAPD ↗
49
THE INVESTMENT HOUSE LLC — notice-filed in AZ, NH. IAPD ↗
49
ZEVIN ASSET MANAGEMENT, LLC — notice-filed in NJ, VA. IAPD ↗
49
BILTMORE FAMILY OFFICE, LLC — notice-filed in GA, LA. IAPD ↗
49
FORMIDABLE ASSET MANAGEMENT, LLC — notice-filed in KS, LA, NH. IAPD ↗
49
FLAHARTY ASSET MANAGEMENT, LLC — notice-filed in KS, MA, WA. IAPD ↗
49
VISIONARY WEALTH ADVISORS, LLC — notice-filed in MS, NV. IAPD ↗
49
FOURSTAR WEALTH ADVISORS, LLC — notice-filed in OK, OR. IAPD ↗
49
TOWNELEY CAPITAL MANAGEMENT, INC. — notice-filed in DE, MO. IAPD ↗
49
COMPOUND PLANNING, INC. — notice-filed in DC, WI. IAPD ↗
49
FIDUCIARY FINANCIAL ADVISORS — notice-filed in AZ, LA. IAPD ↗
49
MIRADOR CAPITAL PARTNERS — notice-filed in KY, OR, VA. IAPD ↗
49
CWP PRIVATE WEALTH MANAGEMENT — notice-filed in AZ, FL, OH. IAPD ↗
49
TRUE LINK FINANCIAL ADVISORS — notice-filed in KY, NV. IAPD ↗
49
RHAME & GORRELL WEALTH MANAGEMENT — notice-filed in IL, OK. IAPD ↗
49
BOGART WEALTH, LLC — notice-filed in OK, WV. IAPD ↗
49
OASIS WEALTH PLANNING ADVISORS — notice-filed in AL, KY, PA. IAPD ↗
49
BLACK SWIFT GROUP, LLC — notice-filed in PA, TN, VA. IAPD ↗
49
WINTHROP WEALTH — notice-filed in ID, MT. IAPD ↗
49
TOWERPOINT WEALTH, LLC — notice-filed in AZ, CO, WA. IAPD ↗
49
SHEPHERD FINANCIAL INVESTMENT ADVISORY LLC — notice-filed in CA, VA. IAPD ↗
49
PEAK PLANNING GROUP, LLC — notice-filed in IL, MT, NE. IAPD ↗
49
INNOVIA WEALTH, LLC — notice-filed in NY, TN. IAPD ↗
49
CAPITA FINANCIAL NETWORK, LLC — notice-filed in GA, IL. IAPD ↗
49
TRITON WEALTH MANAGEMENT, PLLC — notice-filed in IL, MI, OR. IAPD ↗
49
TEAM HEWINS, LLC — notice-filed in LA, NE. IAPD ↗
49
INDEPENDENCE SQUARE HOLDINGS, LLC — notice-filed in RI, VT. IAPD ↗
49
OPTIVISE ADVISORY SERVICES LLC — notice-filed in KY, SC, VA. IAPD ↗
49
EAGLEBROOK ADVISORS — notice-filed in MT, RI, WA. IAPD ↗
49
THE WEALTH ALLIANCE, LLC — notice-filed in OH, TN. IAPD ↗
49
WEDMONT PRIVATE CAPITAL — notice-filed in DE, NC. IAPD ↗
49
HIGHVIEW CAPITAL MANAGEMENT, LLC — notice-filed in FL, TX, WI. IAPD ↗
49
NATIONAL INVESTMENT SERVICES OF AMERICA, LLC — notice-filed in DC, FL. IAPD ↗
49
ALTURA WEALTH ADVISORS INC. — notice-filed in CO, NV, TX. IAPD ↗
49
FAIRWAY WEALTH MANAGEMENT LLC — notice-filed in AZ, NE. IAPD ↗
49
VERIDIAN CAPITAL PARTNERS — notice-filed in NH, NY, TN. IAPD ↗
49
PROSPERITAS FINANCIAL, LLC — notice-filed in NC, OK, VA. IAPD ↗
49
CERCANO MANAGEMENT LLC — notice-filed in CA, TX. IAPD ↗
49
VALIDUS CAPITAL LLC — notice-filed in CO, FL. IAPD ↗
49
RIALTO WEALTH MANAGEMENT — notice-filed in FL, NH, TX. IAPD ↗
49
CRUSONIA WEALTH ADVISORS LLC — notice-filed in NJ, WA. IAPD ↗
49
FISHER\SMB — notice-filed in DE, VT. IAPD ↗
49
QTR FAMILY WEALTH, LLC — notice-filed in NE, NY, TX. IAPD ↗
49
SPARTAN WEALTH MANAGEMENT — notice-filed in IN, VA. IAPD ↗
49
EVOLVE PRIVATE WEALTH, LLC — notice-filed in NJ, PA. IAPD ↗
49
RBS WEALTH MANAGEMENT — notice-filed in CA, FL, IN. IAPD ↗
49
ODYSSEY GROUP WEALTH ADVISORS — notice-filed in MD, NY, TX. IAPD ↗
49
KTF INVESTMENTS, LLC — notice-filed in NV, PA, TX. IAPD ↗
49
ALESCO ADVISORS, LLC, AN ESL COMPANY — notice-filed in IL, MD. IAPD ↗
49
VERTRIX WEALTH MANAGEMENT, LLC — notice-filed in CA, FL, OH. IAPD ↗
48
ESTATE & TRUST ADVISORS — moved its main office from NORTHBROOK, IL to RIVERWOODS, IL. IAPD ↗
48
AFT, FORSYTH AND COMPANY, INC. — moved its main office from WEST PALM BEACH, FL to JUPITER, FL. IAPD ↗
48
ASSETBUILDER, INC. — moved its main office from PLANO, TX to ALLEN, TX. IAPD ↗
48
SOUTH SHORE CAPITAL ADVISORS, LLC — moved its main office from COHASSET, MA to BOSTON, MA. IAPD ↗
48
LIGHTHOUSE RETIREMENT — moved its main office from JACKSONVILLE, FL to PONTE VEDRA, FL. IAPD ↗
48
PERINI CAPITAL — moved its main office from SCOTTSDALE, AZ to CARLSBAD, NM. IAPD ↗
48
SEROS FINANCIAL, LLC — moved its main office from TEMPE, AZ to GILBERT, AZ. IAPD ↗
48
GENERATIONS WEALTH, LLC — moved its main office from MASON, OH to CINCINNATI, OH. IAPD ↗
48
EXODUS WEALTH, LLC — moved its main office from SAN RAMON, CA to FORT LAUDERDALE, FL. IAPD ↗
48
AURORA PRIVATE WEALTH, INC. — moved its main office from ROCKAWAY, NJ to TOTOWA, NJ. IAPD ↗
48
WESTWARD INVESTMENT ADVISORY — moved its main office from PRAIRIE VILLAGE, KS to MISSION, KS. IAPD ↗
48
MATRIX PRIVATE CAPITAL GROUP — moved its main office from NEW YORK, NY to CHICAGO, IL. IAPD ↗
48
AZTLAN EQUITY MANAGEMENT, LLC — moved its main office from MONTERREY, NL, to MCLEAN, VA. IAPD ↗
48
PGI WEALTH MANAGEMENT — moved its main office from MILTON, GA to ALPHARETTA, GA. IAPD ↗
48
KAIZEN FINANCIAL STRATEGIES, LLC — moved its main office from CAMPBELL, CA to PLEASANTON, CA. IAPD ↗
48
PAN GLOBAL ADVISERS, LLC — moved its main office from COSTA MESA, CA to NEWPORT BEACH, CA. IAPD ↗
48
FOCUSED ALPHA, LLC — moved its main office from DENVER, CO to GREENWOOD VILLAGE, CO. IAPD ↗
48
ALPHA LEONIS PARTNERS, LLC — moved its main office from NEW YORK, NY to WAYNE, PA. IAPD ↗
48
SEVEN MILE ADVISORY LLC — moved its main office from EWING, NJ to TALLAHASSEE, FL. IAPD ↗
48
SELBY LANE CAPITAL, LLC — moved its main office from MENLO PARK, CA to CHARLOTTESVILLE, VA. IAPD ↗
48
LEGACY WEALTH ADVISORS, LLC — moved its main office from MIAMI, FL to NORTH MIAMI BEACH, FL. IAPD ↗
48
LYNK CAPITAL MANAGEMENT COMPANY, LLC — moved its main office from RALEIGH, NC to JACKSONVILLE, FL. IAPD ↗
48
THRYVE WEALTH MANAGEMENT — moved its main office from IRVING, TX to SANTA BARBARA, CA. IAPD ↗
48
MAXQ ASSET MANAGEMENT LLC — moved its main office from NEWPORT BEACH, CA to GREENWOOD VILLAGE, CO. IAPD ↗
48
ATCAP PARTNERS, LLC — notice-filed in CA, DC, IN, WI. IAPD ↗
48
BRIGHTPLAN LLC — notice-filed in AK, PR, SD, WY. IAPD ↗
48
MAINSTREAM CAPITAL MANAGEMENT — notice-filed in MD, ME, NV, VT. IAPD ↗
48
MAUNEY-PITT FINANCIAL MANAGEMENT, INC. — notice-filed in FL, OK, SC, TN. IAPD ↗
47
ASSOCIATED INVESTMENT SERVICES, INC. — notice-filed in NC. IAPD ↗
47
MARQUETTE ASSOCIATES, INC. — notice-filed in CA. IAPD ↗
47
GOELZER INVESTMENT MANAGEMENT — notice-filed in NH. IAPD ↗
47
HOLLENCREST CAPITAL MANAGEMENT — notice-filed in TN. IAPD ↗
47
HENSSLER FINANCIAL — notice-filed in OR. IAPD ↗
47
NPF INVESTMENT ADVISORS — notice-filed in UT. IAPD ↗
47
SAFFORD NICHOLAS H & CO INC — notice-filed in IL. IAPD ↗
47
CONDOR CAPITAL WEALTH MANAGEMENT — notice-filed in WA. IAPD ↗
47
TFC FINANCIAL MANAGEMENT INC — notice-filed in CO. IAPD ↗
47
D.F. DENT AND COMPANY, INC. — notice-filed in DE. IAPD ↗
47
PROFFITT & GOODSON INC. — notice-filed in NC, VA. IAPD ↗
47
JENSEN INVESTMENT MANAGEMENT INC. — notice-filed in FL. IAPD ↗
47
BALDWIN WEALTH PARTNERS, LLC — notice-filed in OH. IAPD ↗
47
JOHN G. ULLMAN & ASSOCIATES, INC — notice-filed in IN. IAPD ↗
47
PROVISE MANAGEMENT GROUP, LLC — notice-filed in TN. IAPD ↗
47
SCHARF INVESTMENTS, LLC — notice-filed in DC. IAPD ↗
47
HENRY H. ARMSTRONG ASSOCIATES, INC. — notice-filed in MA. IAPD ↗
47
HALBERT HARGROVE — notice-filed in IN. IAPD ↗
47
TRUEPOINT, INC. — notice-filed in MN. IAPD ↗
47
CLEARSTEAD; CLEARSTEAD ADVISORY SOLUTIONS — notice-filed in WY. IAPD ↗
47
WELLINGTON CONSULTING SERVICES INC — notice-filed in MS. IAPD ↗
47
GARDNER RUSSO & QUINN LLC — notice-filed in CO. IAPD ↗
47
CAMPBELL CAPITAL MANAGEMENT INC — notice-filed in AZ, IL. IAPD ↗
47
AVANTAX PLANNING PARTNERS, INC. — notice-filed in VI. IAPD ↗
47
PARSONS CAPITAL MANAGEMENT INC — notice-filed in GA. IAPD ↗
47
INGHAM RETIREMENT GROUP — notice-filed in SC. IAPD ↗
47
PLANCORP, LLC — notice-filed in NV. IAPD ↗
47
PINNACLE ADVISORS — notice-filed in KS. IAPD ↗
47
STERLING CAPITAL MANAGEMENT INC — notice-filed in CA, NH. IAPD ↗
47
EVERETT HARRIS & CO — notice-filed in SC. IAPD ↗
47
PEAK ASSET MANAGEMENT, LLC — notice-filed in OR. IAPD ↗
47
PROVIDENT INVESTMENT MANAGEMENT, INC. — notice-filed in AZ. IAPD ↗
47
CHECK CAPITAL MANAGEMENT INC — notice-filed in MD. IAPD ↗
47
FOSTER GROUP, INC. — notice-filed in NC. IAPD ↗
47
LORING, WOLCOTT & COOLIDGE FIDUCIARY ADVISORS, LLP — notice-filed in HI. IAPD ↗
47
MEYER HANDELMAN COMPANY LLC — notice-filed in NE. IAPD ↗
47
J.M. FORBES & CO. LLP — notice-filed in OR. IAPD ↗
47
STEGNER INVESTMENT ASSOCIATES INC — notice-filed in SC. IAPD ↗
47
ASSET CONSULTING GROUP, LLC — notice-filed in IL. IAPD ↗
47
SOUTHEAST ASSET ADVISORS, LLC — notice-filed in LA. IAPD ↗
47
BRANSON FOWLKES & CO INC — notice-filed in CO, FL. IAPD ↗
47
SMITH AFFILIATED CAPITAL CORP. — notice-filed in NH. IAPD ↗
47
KLCM ADVISORS, INC. — notice-filed in GA. IAPD ↗
47
LEAVELL INVESTMENT MANAGEMENT, INC. — notice-filed in CO. IAPD ↗
47
PARK PLACE CAPITAL CORPORATION — notice-filed in AR, OK. IAPD ↗
47
ABACUS PLANNING GROUP, INC. — notice-filed in NY. IAPD ↗
47
STEPP & ROTHWELL INC — notice-filed in MD. IAPD ↗
47
BOURGEON CAPITAL MANAGEMENT LLC — notice-filed in LA. IAPD ↗
47
J. L. BAINBRIDGE & CO., INC. — notice-filed in AL. IAPD ↗
47
FAIRVIEW CAPITAL — notice-filed in OR. IAPD ↗
47
AVISO WEALTH MANAGEMENT — notice-filed in CO, MT. IAPD ↗
47
DEARBORN PARTNERS L.L.C. — notice-filed in MA. IAPD ↗
47
WOODARD & CO ASSET MANAGEMENT GROUP INC — notice-filed in AK. IAPD ↗
47
MILLER INVESTMENT MANAGEMENT, LP — notice-filed in NV. IAPD ↗
47
GCM GROSVENOR L.P. — notice-filed in AL. IAPD ↗
47
DOUGLASS WINTHROP ADVISORS LLC — notice-filed in NM. IAPD ↗
47
SEABRIDGE INVESTMENT ADVISORS LLC — notice-filed in NC, NH. IAPD ↗
47
ASSEMBLY WEALTH — notice-filed in NE, NJ. IAPD ↗
47
PORTLAND GLOBAL ADVISORS LLC — notice-filed in IL. IAPD ↗
47
COMMUNITY CAPITAL MANAGEMENT, LLC — notice-filed in NC. IAPD ↗
47
OSTERWEIS CAPITAL MANAGEMENT — notice-filed in WA. IAPD ↗
47
KCM INVESTMENT ADVISORS — notice-filed in IL. IAPD ↗
47
ADVANCED CAPITAL GROUP — notice-filed in CO. IAPD ↗
47
BBR PARTNERS, LLC — notice-filed in MI. IAPD ↗
47
EVENSKY & KATZ/FOLDES WEALTH MANAGEMENT — notice-filed in NH. IAPD ↗
47
AZA CAPITAL MANAGEMENT — notice-filed in AZ, LA. IAPD ↗
47
BEAM WEALTH ADVISORS, INC. — notice-filed in MN. IAPD ↗
47
CAHILL FINANCIAL ADVISORS, INC. — notice-filed in NC. IAPD ↗
47
RETIREMENT INCOME SOLUTIONS, INC. — notice-filed in NH. IAPD ↗
47
FMP WEALTH ADVISERS — notice-filed in MS. IAPD ↗
47
ZWJ INVESTMENT COUNSEL INC — notice-filed in MN. IAPD ↗
47
PEAK FINANCIAL MANAGEMENT INC — notice-filed in CT, RI. IAPD ↗
47
BUCKHEAD CAPITAL MANAGEMENT, LLC — notice-filed in MN. IAPD ↗
47
ADVANCE CAPITAL MANAGEMENT INC — notice-filed in ID. IAPD ↗
47
PETERSEN HASTINGS WEALTH ADVISORS, INC. — notice-filed in CO. IAPD ↗
47
NTV ASSET MANAGEMENT, LLC — notice-filed in TX. IAPD ↗
47
ARBOR INVESTMENT ADVISORS — notice-filed in CO. IAPD ↗
47
IRON GATE GLOBAL ADVISORS — notice-filed in NE. IAPD ↗
47
STONEBRIDGE CAPITAL ADVISORS LLC — notice-filed in CT. IAPD ↗
47
LYNX INVESTMENT ADVISORY, LLC — notice-filed in MA. IAPD ↗
47
MORLING FINANCIAL ADVISORS, LLC — notice-filed in NY. IAPD ↗
47
ARGENT ADVISORS, INC. — notice-filed in NE. IAPD ↗
47
PLANTE MORAN FINANCIAL ADVISORS — notice-filed in UT. IAPD ↗
47
HERITAGE INVESTMENT GROUP, INC. — notice-filed in AZ. IAPD ↗
47
HUNTLEIGH ADVISORS, INC. — notice-filed in SD, UT. IAPD ↗
47
COOKE & BIELER, L.P. — notice-filed in OH. IAPD ↗
47
CALLAHAN ADVISORS, LLC — notice-filed in IL. IAPD ↗
47
ELEMENT WEALTH, LLC — notice-filed in GA, NJ. IAPD ↗
47
GREENWOOD CAPITAL ASSOCIATES, LLC — notice-filed in WA. IAPD ↗
47
HENDERSHOT INVESTMENTS, INC. — notice-filed in OR. IAPD ↗
47
CLARITY ASSET MANAGEMENT, INC. — notice-filed in AZ, MN. IAPD ↗
47
ROCKBRIDGE INVESTMENT MANAGEMENT, LLC — notice-filed in CO. IAPD ↗
47
KEY FINANCIAL, INC. — notice-filed in AZ. IAPD ↗
47
FOUNDATION RESOURCE MANAGEMENT, INC. — notice-filed in CO. IAPD ↗
47
FINANCIAL SECURITY MANAGEMENT, INC — notice-filed in MA, MN. IAPD ↗
47
SYNERGY ASSET MANAGEMENT, LLC — notice-filed in AL. IAPD ↗
47
OVERBROOK MANAGEMENT CORPORATION — notice-filed in DC. IAPD ↗
47
DETALUS ADVISORS, LLC — notice-filed in MI. IAPD ↗
47
PUNCH & ASSOCIATES INVESTMENT MANAGEMENT, INC. — notice-filed in IA. IAPD ↗
47
WATERFORD ADVISORS, LLC — notice-filed in CA, MD. IAPD ↗
47
CHARTER OAK CAPITAL MANAGEMENT — notice-filed in VT. IAPD ↗
47
ACROPOLIS INVESTMENT MANAGEMENT — notice-filed in MI. IAPD ↗
47
LIGHTHOUSE FINANCIAL ADVISORS, INC. — notice-filed in NC. IAPD ↗
47
JOURNEY FINANCIAL GROUP, INC. — notice-filed in NC, TN. IAPD ↗
47
ALLEN INVESTMENT MANAGEMENT, LLC — notice-filed in TX. IAPD ↗
47
IRA GROUP, INC. — notice-filed in OH. IAPD ↗
47
AVIDIAN WEALTH SOLUTIONS — notice-filed in CT. IAPD ↗
47
SCHNEIDER DOWNS WEALTH MANAGEMENT ADVISORS, LP — notice-filed in CO. IAPD ↗
47
DEAN FINANCIAL SERVICES — notice-filed in MI, TX. IAPD ↗
47
SANDHILL INVESTMENT MANAGEMENT — notice-filed in MS. IAPD ↗
47
GOODWIN INVESTMENT ADVISORY — notice-filed in AL, TN. IAPD ↗
47
J. SAFRA ASSET MANAGEMENT CORPORATION — notice-filed in CO. IAPD ↗
47
PHILLIPS FINANCIAL — notice-filed in MA. IAPD ↗
47
SALEM PARTNERS WEALTH MANAGEMENT, LLC — notice-filed in MA. IAPD ↗
47
ELITE WEALTH MANAGEMENT, INC. — notice-filed in FL, NE. IAPD ↗
47
BASSO CAPITAL MANAGEMENT, L.P. — notice-filed in FL. IAPD ↗
47
1919 INVESTMENT COUNSEL, LLC — notice-filed in PR. IAPD ↗
47
PRIVATE WEALTH PARTNERS, LLC — notice-filed in OR. IAPD ↗
47
RIVER ROAD ASSET MANAGEMENT, LLC — notice-filed in NH. IAPD ↗
47
STRATHMORE CAPITAL ADVISORS — notice-filed in CA, FL. IAPD ↗
47
GENERATIONAL WEALTH ADVISORS — notice-filed in AZ, NE. IAPD ↗
47
MCKINLEY CARTER WEALTH SERVICES, INC. — notice-filed in CO. IAPD ↗
47
PALISADE ASSET MANAGEMENT, LLC — notice-filed in VA. IAPD ↗
47
ZUCKERMAN INVESTMENT GROUP — notice-filed in NJ. IAPD ↗
47
MV CAPITAL MANAGEMENT, INC. — notice-filed in SC. IAPD ↗
47
TURTLE CREEK TRUST — notice-filed in NY. IAPD ↗
47
MORTON WEALTH — notice-filed in VA. IAPD ↗
47
WEALTHQUEST CORPORATION — notice-filed in WA. IAPD ↗
47
ARISTA WEALTH MANAGEMENT, LLC — notice-filed in NH. IAPD ↗
47
KEATING FINANCIAL ADVISORY SERVICES — notice-filed in NJ. IAPD ↗
47
GUARDIAN WEALTH ADVISORS, LLC — notice-filed in FL, IL. IAPD ↗
47
COMPOSITION WEALTH, LLC — notice-filed in TN. IAPD ↗
47
CLINTON INVESTMENT MANAGEMENT, LLC — notice-filed in DC. IAPD ↗
47
ARGOS WEALTH ADVISORS LLC — notice-filed in NV. IAPD ↗
47
KEY GROUP MANAGEMENT, INC. — notice-filed in DE, PA. IAPD ↗
47
FORESIGHT CAPITAL MANAGEMENT ADVISORS, INC. — notice-filed in IN, PA. IAPD ↗
47
NEW FRONTIER ADVISORS, LLC — notice-filed in NY. IAPD ↗
47
GAME PLAN FINANCIAL ADVISORS, LLC — notice-filed in AZ, TN. IAPD ↗
47
NIXON CAPITAL LLC — notice-filed in CO, NV. IAPD ↗
47
ROSEMAN WAGNER WEALTH MANAGEMENT — notice-filed in CO. IAPD ↗
47
EVERCORE WEALTH MANAGEMENT, LLC — notice-filed in UT. IAPD ↗
47
BIENVILLE CAPITAL MANAGEMENT, LLC — notice-filed in CA. IAPD ↗
47
CARNEGIE INVESTMENT COUNSEL — notice-filed in UT. IAPD ↗
47
RIA ADVISORS — notice-filed in NH. IAPD ↗
47
ARTEMIS WEALTH ADVISORS, LLC — notice-filed in FL. IAPD ↗
47
QUADCAP WEALTH MANAGEMENT, LLC — notice-filed in MA. IAPD ↗
47
ARMBRUSTER CAPITAL MANAGEMENT, INC. — notice-filed in MA. IAPD ↗
47
FINANCIAL ADVISORS NETWORK, INC. — notice-filed in UT. IAPD ↗
47
NORTHWEST WEALTH MANAGEMENT, LLC — notice-filed in VA. IAPD ↗
47
MOSS, LUSE & WOMBLE, LLC — notice-filed in VA, WA. IAPD ↗
47
INDEPENDENCE ASSET ADVISORS, LLC — notice-filed in FL. IAPD ↗
47
ELWOOD & GOETZ — notice-filed in KS. IAPD ↗
47
AP WEALTH MANAGEMENT — notice-filed in FL, NH. IAPD ↗
47
COPPELL ADVISORY SOLUTIONS LLC — notice-filed in AK. IAPD ↗
47
PERMCAP INVESTMENT OFFICE — notice-filed in CA. IAPD ↗
47
ADVISORY ALPHA, LLC — notice-filed in HI. IAPD ↗
47
WITHUM WEALTH MANAGEMENT — notice-filed in AZ. IAPD ↗
47
WESTMOUNT PARTNERS, LLC — notice-filed in NC. IAPD ↗
47
EFG PRIVATE WEALTH MANAGEMENT (AMERICAS) CORP. — notice-filed in TX. IAPD ↗
47
MICHAUD CAPITAL MANAGEMENT LLC — notice-filed in MA. IAPD ↗
47
VIVALDI CAPITAL MANAGEMENT LP — notice-filed in AR. IAPD ↗
47
ADVISOR RESOURCE COUNCIL — notice-filed in DE. IAPD ↗
47
ARCHFORD CAPITAL STRATEGIES, LLC — notice-filed in NY. IAPD ↗
47
MURPHY & SYLVEST — notice-filed in CA, OR. IAPD ↗
47
INSPIRION WEALTH ADVISORS, LLC — notice-filed in WA. IAPD ↗
47
THE PORTFOLIO STRATEGY GROUP, LLC — notice-filed in DC. IAPD ↗
47
CEDAR WEALTH MANAGEMENT — notice-filed in KY, SC. IAPD ↗
47
FI3 FINANCIAL ADVISORS, LLC — notice-filed in NV. IAPD ↗
47
ORGEL WEALTH MANAGEMENT, LLC — notice-filed in WV. IAPD ↗
47
STERLING RETIREMENT GROUP OF SACRAMENTO — notice-filed in NV, OR. IAPD ↗
47
THRIVE WEALTH MANAGEMENT, LLC — notice-filed in DC. IAPD ↗
47
LAFLEUR & GODFREY PRIVATE WEALTH MANAGEMENT — notice-filed in NC. IAPD ↗
47
IRONVINE CAPITAL PARTNERS, LLC — notice-filed in FL. IAPD ↗
47
VIRTUS ADVISERS, LLC — notice-filed in SD. IAPD ↗
47
SHEPHERD FINANCIAL PARTNERS, LLC — notice-filed in CT. IAPD ↗
47
VENTURI PRIVATE WEALTH — notice-filed in NY. IAPD ↗
47
ENHANCED CAPITAL PARTNERS, LLC — notice-filed in CO, OH. IAPD ↗
47
RICE FINANCIAL CONSULTING, INC. — notice-filed in AZ, NV. IAPD ↗
47
CLEAR CREEK FINANCIAL MANAGEMENT, LLC — notice-filed in SC. IAPD ↗
47
ONE WEALTH ADVISORS, LLC — notice-filed in WI. IAPD ↗
47
TWELVE POINTS WEALTH MANAGEMENT — notice-filed in NC. IAPD ↗
47
DESTINY WEALTH PARTNERS, LLC — notice-filed in KY. IAPD ↗
47
SPIDERROCK ADVISORS, LLC — notice-filed in ND. IAPD ↗
47
OAK HARVEST INVESTMENT SERVICES — notice-filed in AL. IAPD ↗
47
REEDMARK ADVISORS, LLC — notice-filed in OH, TX. IAPD ↗
47
MONOGRAPH WEALTH ADVISORS, LLC — notice-filed in AZ. IAPD ↗
47
PINE VALLEY INVESTMENTS — notice-filed in DC. IAPD ↗
47
PROFICIO CAPITAL PARTNERS LLC — notice-filed in WA. IAPD ↗
47
GIBBS WEALTH MANAGEMENT, LLC — notice-filed in OR. IAPD ↗
47
GUERRA WEALTH ADVISORS — notice-filed in CO, TN. IAPD ↗
47
COURIER CAPITAL, LLC — notice-filed in VA. IAPD ↗
47
PENNINGTON PARTNERS & CO., LLC — notice-filed in FL. IAPD ↗
47
RW INVESTMENT MANAGEMENT LLC — notice-filed in AK. IAPD ↗
47
TRIUMPH CAPITAL MANAGEMENT — notice-filed in IA, SC. IAPD ↗
47
GILBERT & COOK, INC. — notice-filed in NV. IAPD ↗
47
ROOSEVELT CAPITAL MANAGEMENT LLC — notice-filed in CA. IAPD ↗
47
LYELL WEALTH MANAGEMENT LP — notice-filed in NJ. IAPD ↗
47
MANHATTAN WEST ASSET MANAGEMENT, LLC — notice-filed in TX. IAPD ↗
47
LEXAURUM ADVISORS — notice-filed in NM. IAPD ↗
47
WADDELL & ASSOCIATES, LLC — notice-filed in MT. IAPD ↗
47
OREI ADVISORS LP — notice-filed in NY. IAPD ↗
47
INTEGRATED WEALTH CONCEPTS LLC — notice-filed in VI. IAPD ↗
47
ABOUND WEALTH MANAGEMENT, LLC — notice-filed in NV. IAPD ↗
47
BALLAST ADVISORS, LLC — notice-filed in CO, OR. IAPD ↗
47
ALPINE PRIVATE WEALTH — notice-filed in NE. IAPD ↗
47
PARKSIDE INVESTMENTS, LLC — notice-filed in NY. IAPD ↗
47
VIDENT ASSET MANAGEMENT — notice-filed in WI. IAPD ↗
47
OPEROSE ADVISORS LLC — notice-filed in MN. IAPD ↗
47
AVESTAR CAPITAL, LLC — notice-filed in IL. IAPD ↗
47
JORDAN PARK GROUP LLC — notice-filed in VT. IAPD ↗
47
INVICTA FINANCIAL GROUP — notice-filed in AL, GA. IAPD ↗
47
MOMENTOUS WEALTH MANAGEMENT, INC. — notice-filed in ID, TX. IAPD ↗
47
ROSSMORE PRIVATE CAPITAL, LLC — notice-filed in NJ. IAPD ↗
47
FINANCIAL PARTNERS GROUP, INC. — notice-filed in OH. IAPD ↗
47
WIDMANN FINANCIAL SERVICES — notice-filed in NH, NY. IAPD ↗
47
HENDRICKS WEALTH AND ESTATE MANAGEMENT — notice-filed in AL, PA. IAPD ↗
47
CORNERSTONE WEALTH — notice-filed in NV. IAPD ↗
47
LIVELIFE CAPITAL PARTNERS LLC — notice-filed in NJ, TX. IAPD ↗
47
SAGE RHINO CAPITAL LLC — notice-filed in CO, TX. IAPD ↗
47
CHICORY WEALTH — notice-filed in DC, NH. IAPD ↗
47
OUTLOOK WEALTH ADVISORS, LLC — notice-filed in CA, TN. IAPD ↗
47
CARSON GROUP INVESTING — notice-filed in OH. IAPD ↗
47
GO INVEST LLC — notice-filed in MS, VT. IAPD ↗
47
ASSET ADVISORS — notice-filed in VA. IAPD ↗
47
SCISSORTAIL WEALTH MANAGEMENT, LLC — notice-filed in AZ, NC. IAPD ↗
47
WICK CAPITAL PARTNERS, LLC — notice-filed in CA, DE. IAPD ↗
47
KINTRA WEALTH, LLC — notice-filed in RI. IAPD ↗
47
BISON WEALTH, LLC — notice-filed in RI. IAPD ↗
47
BELLWETHER WEALTH — notice-filed in AL, MA. IAPD ↗
47
SEAVIEW INVESTMENT MANAGERS LLC — notice-filed in TX. IAPD ↗
47
SOUND VIEW WEALTH ADVISORS GROUP, LLC — notice-filed in CT. IAPD ↗
47
DAHRING | CUSMANO AND ASSOCIATES — notice-filed in IN, KY. IAPD ↗
47
PTMA INVESTMENT ADVISORS — notice-filed in NH. IAPD ↗
47
POINT OLEMA CAPITAL PARTNERS, L.P. — notice-filed in NH. IAPD ↗
47
STRONGBOX WEALTH, LLC — notice-filed in AR, SC. IAPD ↗
47
ADVISORSTRUST PARTNERS LLC — notice-filed in SC, VA. IAPD ↗
47
MADISON PARTNERS — notice-filed in NJ. IAPD ↗
47
CREEKMUR ASSET MANAGEMENT, LLC — notice-filed in MD, NH. IAPD ↗
47
CARRICK LANE LLC — notice-filed in VI. IAPD ↗
47
SAN LUIS WEALTH ADVISORS — notice-filed in CO, MA. IAPD ↗
47
DOCEO WEALTH, LLC — notice-filed in FL, VA. IAPD ↗
47
OAK HARBOR WEALTH PARTNERS, LLC — notice-filed in IL, NY. IAPD ↗
47
ADVUS FINANCIAL PARTNERS, LLC — notice-filed in CA. IAPD ↗
47
LEEWARD INVESTMENTS — notice-filed in IL. IAPD ↗
47
ENDEAVOR PRIVATE WEALTH, INC. — notice-filed in IL, NM. IAPD ↗
47
INNOVATIVE WEALTH BUILDING LLC — notice-filed in KY, LA. IAPD ↗
47
PACIFIC SAGE PARTNERS, LLC — notice-filed in ID, LA. IAPD ↗
47
NILSINE PARTNERS, LLC — notice-filed in MO. IAPD ↗
47
MARION WEALTH MANAGEMENT — notice-filed in AZ, CO. IAPD ↗
47
CALLAN FAMILY OFFICE, LLC — notice-filed in MI. IAPD ↗
47
ENTREWEALTH — notice-filed in KS, VA. IAPD ↗
47
INVICTUS PRIVATE WEALTH, LLC — notice-filed in NH. IAPD ↗
47
FIORI FINANCIAL GROUP — notice-filed in CA, NE. IAPD ↗
47
3CHOPT INVESTMENT PARTNERS LLC — notice-filed in FL, TX. IAPD ↗
47
MAREN CAPITAL — notice-filed in LA. IAPD ↗
47
SOLLINDA CAPITAL MANAGEMENT LLC — notice-filed in PA. IAPD ↗
47
ETHOS FINANCIAL GROUP, LLC — notice-filed in WA. IAPD ↗
47
ENVISION FINANCIAL PLANNING, LLC — notice-filed in LA, MO. IAPD ↗
47
NORDWAND ADVISORS — notice-filed in CT. IAPD ↗
47
FOURTHOUGHT FINANCIAL PARTNERS, LLC. — notice-filed in OR. IAPD ↗
47
CONCURRENT INVESTMENT ADVISORS, LLC — notice-filed in ND. IAPD ↗
47
SYNTEGRA PRIVATE WEALTH GROUP LLC — notice-filed in KY. IAPD ↗
47
TWIN PEAKS WEALTH ADVISORS — notice-filed in AZ, LA. IAPD ↗
47
JOCELYN INVESTMENT MANAGEMENT, LLC — notice-filed in AZ. IAPD ↗
47
UPTICK PARTNERS, LLC — notice-filed in SC. IAPD ↗
47
A16Z PERENNIAL MANAGEMENT, L.P. — notice-filed in TX. IAPD ↗
47
COREVISION FINANCIAL GROUP — notice-filed in CA. IAPD ↗
47
CARNEGIE LAKE ADVISORS LLC — notice-filed in CA, WA. IAPD ↗
47
WELLTH ADVISORY SERVICES, LLC — notice-filed in WY. IAPD ↗
47
TOPSAIL WEALTH MANAGEMENT LLC — notice-filed in MO. IAPD ↗
47
A&M PRIVATE WEALTH PARTNERS, LLC — notice-filed in MT. IAPD ↗
47
BRIDGE GENERATIONS WEALTH MANAGEMENT — notice-filed in CA, CO. IAPD ↗
47
BURLING WEALTH PARTNERS — notice-filed in OH. IAPD ↗
47
CHURCHILL FINANCIAL ADVISORS, LLC — notice-filed in CA, ME. IAPD ↗
47
PCM ENCORE, LLC — notice-filed in NH. IAPD ↗
47
VERITA STRATEGIC WEALTH PARTNERS, LLC — notice-filed in TX. IAPD ↗
47
BERNICKE WEALTH MANAGEMENT — notice-filed in NE, NH. IAPD ↗
47
SANCHEZ GAUNT CAPITAL MANAGEMENT, LLC — notice-filed in ID, TN. IAPD ↗
47
INNOVATIVE ASSET ADVISORS GROUP — notice-filed in CA, NY. IAPD ↗
47
ACTIV8 FAMILY OFFICE LLC — notice-filed in NH. IAPD ↗
47
AHAKISTA CAPITAL LLC — notice-filed in AZ, NC. IAPD ↗
47
FS DIGITAL INFRASTRUCTURE ADVISOR, LLC — notice-filed in CT. IAPD ↗
46
TRIBECA FINANCIAL, LLC — notice-filed in AK, MO, NM. IAPD ↗
46
GENTER ADVISORS LLC — notice-filed in AZ, FL, TX. IAPD ↗
46
CARLSBAD WEALTH ADVISORY GROUP, INC. — notice-filed in AR, CO, TX. IAPD ↗
46
KORVING & COMPANY LLC — notice-filed in CA, FL, TN. IAPD ↗
46
IQVESTMENT, LLC — notice-filed in LA, NE, NH. IAPD ↗
46
CHRISTIAN FINANCIAL ADVISORS — notice-filed in KS, MO, OH. IAPD ↗
46
THE LIFE GROUP FINANCIAL SERVICES — notice-filed in LA, NE, TX. IAPD ↗
46
CENTRAL WEALTH MANAGEMENT LLC — notice-filed in FL, MN, TX. IAPD ↗
46
PROXY WEALTH ADVISORS LLC — notice-filed in MA, NV, SC. IAPD ↗
46
FOUNDRY FINANCIAL LLC — notice-filed in HI, MD, OH. IAPD ↗
46
RIGHTWEALTH ADVISORS, LLC — notice-filed in LA, NH, PA. IAPD ↗
46
KLINGENSTEIN FIELDS ADVISORS — notice-filed in CT, NJ, PA. IAPD ↗
46
QUINCY WELLS ADVISORS, LLC — notice-filed in SC, TN, VA. IAPD ↗
46
WHITWELL ADVISORS — notice-filed in NY, VA, WA. IAPD ↗
46
EXIT WEALTH ADVISORS — notice-filed in CA, FL, TX. IAPD ↗
46
AGILIS INVESTMENT MANAGEMENT LLC — notice-filed in FL, IL, VT. IAPD ↗
46
HERITAGE GROVE WEALTH MANAGEMENT, LLC — notice-filed in HI, NV, NY. IAPD ↗
46
GEVERS WEALTH MANAGEMENT — notice-filed in AZ, CA, LA. IAPD ↗
45
CHARLES SCHWAB & CO., INC. — moved its main office from LONE TREE, CO to SAN FRANCISCO, CA. IAPD ↗
45
WESTPARK CAPITAL, INC. — moved its main office from NEW YORK, NY to LOS ANGELES, CA. IAPD ↗
45
RCM ROBINSON CAPITAL MANAGEMENT LLC — moved its main office from MILL VALLEY, CA to SACRAMENTO, CA. IAPD ↗
45
WATER VALLEY INVESTMENT ADVISORS, INC. — moved its main office from LITTLE ELM, TX to SIOUX CENTER, IA. IAPD ↗
45
COMPREHENSIVE CAPITAL MANAGEMENT, INC. — moved its main office from ROCKAWAY, NJ to TOTOWA, NJ. IAPD ↗
45
MARIN WEALTH ADVISORS LLC — moved its main office from NOVATO, CA to SAN RAFAEL, CA. IAPD ↗
45
THE PRIVATE INVESTMENT GROUP, INC. — moved its main office from CENTERVILLE, OH to KETTERING, OH. IAPD ↗
45
SCHAFFER & COMPANY ASSET MANAGEMENT, INC. — moved its main office from ROCHESTER, NY to JACKSONVILLE, FL. IAPD ↗
45
FAMILYWEALTH ASSET MANAGEMENT — moved its main office from DALLAS, TX to LAKE MARY, FL. IAPD ↗
45
TOPTURN CAPITAL, LLC — moved its main office from MONTEREY, CA to CARMEL, CA. IAPD ↗
45
SCHWAB WEALTH ADVISORY, INC. — moved its main office from LONE TREE, CO to SAN FRANCISCO, CA. IAPD ↗
45
REVALUE LLC — moved its main office from HOWELL, MI to GRAND RAPIDS, MI. IAPD ↗
45
HARBOR ITHAKA — moved its main office from MIAMI, FL to AVENTURA, FL. IAPD ↗
45
GLASS RETIREMENT STRATEGIES, INC. — moved its main office from BINGHAM FARMS, MI to WEST BLOOMFIELD, MI. IAPD ↗
45
ABBINGTON INVESTMENT GROUP, LLC — moved its main office from WESTPORT, CT to SOUTH PORTLAND, ME. IAPD ↗
45
WEALTHUNITE ADVISORS, LLC — moved its main office from NEW YORK, NY to MANHASSET, NY. IAPD ↗
45
PROVIDENT FINANCIAL PLANNING, LLC — moved its main office from PLANO, TX to ADDISON, TX. IAPD ↗
45
WHITE KNIGHT STRATEGIC WEALTH ADVISORS, LLC — moved its main office from PRINCETON, NJ to LAWRENCEVILLE, NJ. IAPD ↗
45
PLANROCK WEALTH STRATEGIES, LLC — moved its main office from FRANKLIN, TN to BRENTWOOD, TN. IAPD ↗
45
VERTIS WEALTH, LLC — moved its main office from KALAMAZOO, MI to CHICAGO, IL. IAPD ↗
45
GILPIN WEALTH MANAGEMENT LLC — moved its main office from DENVER, CO to GOLDEN, CO. IAPD ↗
45
BUCKEYE-PACIFIC — moved its main office from CHICAGO, IL to NAPLES, FL. IAPD ↗
45
MAIDEN COVE CAPITAL — moved its main office from CAPE ELIZABETH, ME to YARMOUTH, ME. IAPD ↗
45
TRG INVESTMENT ADVISORS, LLC — moved its main office from BRATTLEBORO, VT to DENVER, CO. IAPD ↗
45
STREETBEAT LLC — moved its main office from PALO ALTO, CA to WILMINGTON, DE. IAPD ↗
45
UNITY WEALTH PARTNERS — moved its main office from ORANGE, CA to NEWPORT BEACH, CA. IAPD ↗
45
STRADA FINANCIAL GROUP LLC — moved its main office from FAIRVIEW, OR to BORING, OR. IAPD ↗
45
VECTOR TECHNOLOGIES, LLC — moved its main office from MIAMI, FL to MIAMI BEACH, FL. IAPD ↗
45
RIGDEN CAPITAL STRATEGIES — moved its main office from DENVER, CO to ENGLEWOOD, CO. IAPD ↗
45
FINANCIAL MANAGEMENT ASSOCIATES, LLC — moved its main office from NORTH ANDOVER, MA to WINDHAM, NH. IAPD ↗
45
VISDOM INVESTMENT GROUP LLC — moved its main office from WESTPORT, CT to RYE BROOK, NY. IAPD ↗
45
SALIENT WEALTH PLANNING — moved its main office from SAN DIEGO, CA to ENCINITAS, CA. IAPD ↗
45
RDG CAPITAL MANAGEMENT LLC — moved its main office from ROCHESTER, NY to PITTSFORD, NY. IAPD ↗
45
MURPHY CLARKE WILLIAMS & STONE LLC — moved its main office from CORAL GABLES, FL to MIAMI BEACH, FL. IAPD ↗
45
VINCENT WEALTH ADVISORS LLC — moved its main office from HINGHAM, MA to NORWELL, MA. IAPD ↗
45
EAGLE'S CREST ADVISORS, LLC — moved its main office from MELVILLE, NY to HUNTINGTON, NY. IAPD ↗
45
AFT US CAPITAL LLC — moved its main office from PALO ALTO, CA to SAN FRANCISCO, CA. IAPD ↗
45
NORTHILL AIMS, LLC — moved its main office from DALLAS, TX to RICHARDSON, TX. IAPD ↗
45
MARTIN NELSON & CO., INC. — notice-filed in AK. IAPD ↗
45
FSB PREMIER WEALTH MANAGEMENT, INC. — notice-filed in MO. IAPD ↗
45
WEDGEWOOD PARTNERS, INC. — notice-filed in OK. IAPD ↗
45
DALE K. EHRHART, INC. — notice-filed in DE. IAPD ↗
45
WESTBOURNE INVESTMENTS, INC. — notice-filed in NJ. IAPD ↗
45
NORTHLAND ASSET MANAGEMENT — notice-filed in VA. IAPD ↗
45
ROGAN & ASSOCIATES — notice-filed in PA. IAPD ↗
45
BERNZOTT CAPITAL ADVISORS — notice-filed in FL. IAPD ↗
45
PJS INVESTMENT MANAGEMENT — notice-filed in CO. IAPD ↗
45
BARD ASSOCIATES INC — notice-filed in NC. IAPD ↗
45
FIRST FINANCIAL ADVISORY SERVICES INC — notice-filed in LA. IAPD ↗
45
HEROLD ADVISORS, INC. — notice-filed in TX. IAPD ↗
45
KENNEY INVESTMENTS INC — notice-filed in AZ. IAPD ↗
45
HARVEY CAPITAL MANAGEMENT INC — notice-filed in CA. IAPD ↗
45
MORGAN DEMPSEY CAPITAL MANAGEMENT LLC — notice-filed in VI. IAPD ↗
45
MITCHELL CAPITAL MANAGEMENT CO — notice-filed in LA. IAPD ↗
45
FAIRFIELD FINANCIAL ADVISORS — notice-filed in PA. IAPD ↗
45
SIERRA INVESTMENT MANAGEMENT, LLC — notice-filed in LA. IAPD ↗
45
NEWMAN DIGNAN & SHEERAR, INC — notice-filed in CA. IAPD ↗
45
GPM GROWTH INVESTORS, INC. — notice-filed in NC. IAPD ↗
45
AUXIER ASSET MANAGEMENT — notice-filed in CO. IAPD ↗
45
WHITE LIGHTHOUSE INVESTMENT MANAGEMENT, INC. — notice-filed in CO. IAPD ↗
45
LAFFER TENGLER INVESTMENTS, INC. — notice-filed in WA. IAPD ↗
45
SEMPER AUGUSTUS INVESTMENTS GROUP LLC — notice-filed in NV. IAPD ↗
45
FINANCIAL DIRECTIONS LLC — notice-filed in NC. IAPD ↗
45
COVENANT ASSET MANAGEMENT, LLC — notice-filed in MD. IAPD ↗
45
STERLING FINANCIAL PLANNING INC — notice-filed in VT. IAPD ↗
45
ROEHL & YI INVESTMENT ADVISORS, LLC — notice-filed in MO. IAPD ↗
45
KEELER THOMAS MANAGEMENT LLC — notice-filed in TX. IAPD ↗
45
HALTER FERGUSON FINANCIAL INC — notice-filed in OH. IAPD ↗
45
MILLER VALUE PARTNERS, LLC — notice-filed in NE. IAPD ↗
45
VALICENTI ADVISORY SERVICES INC — notice-filed in NJ. IAPD ↗
45
EVANS CAPITAL MANAGEMENT ASSOCIATES — notice-filed in MN. IAPD ↗
45
NOESIS CAPITAL MANAGEMENT CORP — notice-filed in MO. IAPD ↗
45
EXCALIBUR MANAGEMENT CORP — notice-filed in WA. IAPD ↗
45
ENRICH FINANCIAL PARTNERS LLC — notice-filed in FL. IAPD ↗
45
NEUMANN CAPITAL MANAGEMENT — notice-filed in OR. IAPD ↗
45
CAMBRIDGE FINANCIAL GROUP, INC. — notice-filed in MT. IAPD ↗
45
IAS WEALTH MANAGEMENT, INC. — notice-filed in NY. IAPD ↗
45
PATRICK M. SWEENEY & ASSOCIATES, INC — notice-filed in FL. IAPD ↗
45
COVINGTON & ASSOCIATES, INC. — notice-filed in FL. IAPD ↗
45
NEW PERSPECTIVES, INC. — notice-filed in CO. IAPD ↗
45
CAPITAL IDEAS — notice-filed in TN. IAPD ↗
45
LAUTERBACH FINANCIAL ADVISORS, LLC — notice-filed in NY. IAPD ↗
45
SOUNDVIEW ADVISORS — notice-filed in CA. IAPD ↗
45
AMERICAN TRUST INVESTMENT ADVISORS, LLC — notice-filed in NJ. IAPD ↗
45
WEALTH ADVISORS OF IOWA, LLC — notice-filed in KS. IAPD ↗
45
SHEARWATER CAPITAL — notice-filed in PA. IAPD ↗
45
VISTA INVESTMENT MANAGEMENT, LLC — notice-filed in TX. IAPD ↗
45
FORTITUDE ADVISORY GROUP L.L.C. — notice-filed in AZ. IAPD ↗
45
DEMARS FINANCIAL GROUP LLC — notice-filed in CA. IAPD ↗
45
HEFFERNAN ADVISORY, INC. — notice-filed in NH. IAPD ↗
45
HRC WEALTH MANAGEMENT, LLC — notice-filed in AZ. IAPD ↗
45
CARSON ADVISORY GROUP — notice-filed in CT. IAPD ↗
45
CLARIS ADVISORS, LLC — notice-filed in KS. IAPD ↗
45
SQUIRE WEALTH ADVISORS — notice-filed in NY. IAPD ↗
45
KACHKOVSKY & FISHER, INC. — notice-filed in FL. IAPD ↗
45
PROFESSIONAL FINANCIAL MANAGEMENT, INC. — notice-filed in WA. IAPD ↗
45
COLLEGIATE CAPITAL MANAGEMENT, INC. — notice-filed in FL. IAPD ↗
45
TRUENORTH WEALTH ADVISORS — notice-filed in OR. IAPD ↗
45
CASTLE WEALTH MANAGEMENT — notice-filed in VA. IAPD ↗
45
FINANCIAL FREEDOM — notice-filed in NY. IAPD ↗
45
ANDREWS ADVISORY ASSOCIATES, LLC — notice-filed in CA. IAPD ↗
45
ORION CAPITAL MANAGEMENT LLC — notice-filed in VA. IAPD ↗
45
ALTRIUS CAPITAL MANAGEMENT, INC. — notice-filed in NH. IAPD ↗
45
REIFY WEALTH ADVISORS, INC. — notice-filed in AZ. IAPD ↗
45
PROCTOR FINANCIAL — notice-filed in CA. IAPD ↗
45
LAUREL WEALTH PLANNING — notice-filed in TX. IAPD ↗
45
NBZ INVESTMENT ADVISORS, LLC — notice-filed in GA. IAPD ↗
45
CORNERSTONE WEALTH ADVISORS, INC. — notice-filed in VA. IAPD ↗
45
EXCHANGE PLACE ADVISORS, LLC — notice-filed in SC. IAPD ↗
45
WISER WEALTH MANAGEMENT, INC — notice-filed in VA. IAPD ↗
45
HIGHLAND FINANCIAL ADVISORS, LLC — notice-filed in NH. IAPD ↗
45
ADIRONDACK FINANCIAL SERVICES CORP — notice-filed in DC. IAPD ↗
45
HENNION & WALSH ASSET MANAGEMENT, INC. — notice-filed in AL. IAPD ↗
45
WEALTHEDGE INVESTMENT ADVISORS, LLC — notice-filed in TX. IAPD ↗
45
THE STRATEGIC FINANCIAL ALLIANCE — notice-filed in WY. IAPD ↗
45
NET WORTH ADVISORY GROUP, LLC — notice-filed in OR. IAPD ↗
45
TANGLEWOOD LEGACY ADVISORS, LLC — notice-filed in OH. IAPD ↗
45
AEQUITAS INVESTMENT ADVISORS, LLC — notice-filed in FL. IAPD ↗
45
GOEPPER BURKHARDT LLC — notice-filed in FL. IAPD ↗
45
TEMPLETON FINANCIAL SERVICES INC. — notice-filed in CO. IAPD ↗
45
PERSIUM ADVISORS, LLC — notice-filed in WA. IAPD ↗
45
GRAY PRIVATE WEALTH, LLC — notice-filed in NY. IAPD ↗
45
PRIVATE WEALTH GROUP, LLC — notice-filed in AZ. IAPD ↗
45
FINANCIAL FUTURES — notice-filed in PA. IAPD ↗
45
MEZZASALMA ADVISORS — notice-filed in LA. IAPD ↗
45
OAKBOURNE ADVISORS — notice-filed in TX. IAPD ↗
45
4WEALTH ADVISORS, INC. — notice-filed in CA. IAPD ↗
45
DIVIDEND ASSETS CAPITAL, LLC — notice-filed in AZ. IAPD ↗
45
EMERSON EQUITY LLC — notice-filed in MD. IAPD ↗
45
HURLEY CAPITAL, LLC — notice-filed in LA. IAPD ↗
45
FAMILY WEALTH ADVISORY GROUP, LLC — notice-filed in PA. IAPD ↗
45
GENEVA PARTNERS, LLC — notice-filed in MO. IAPD ↗
45
CAROLINA WEALTH MANAGEMENT, INC. — notice-filed in NY. IAPD ↗
45
MADISON ADVISORY SERVICES, INC. — notice-filed in NH. IAPD ↗
45
TEAM FINANCIAL STRATEGIES — notice-filed in OK. IAPD ↗
45
MONARCH WEALTH STRATEGIES — notice-filed in FL. IAPD ↗
45
INTEGRITY FINANCIAL CORPORATION — notice-filed in CT. IAPD ↗
45
CHARLESTON FINANCIAL ADVISORS, LLC — notice-filed in VA. IAPD ↗
45
PHYSICIAN FAMILY FINANCIAL ADVISORS INC — notice-filed in TN. IAPD ↗
45
FREEDOM DAY SOLUTIONS, LLC — notice-filed in GA. IAPD ↗
45
STONE HOUSE INVESTMENT MANAGEMENT, LLC — notice-filed in KY. IAPD ↗
45
KILNER CAPITAL ADVISORS, LLC — notice-filed in PA. IAPD ↗
45
KEYES, STANGE & WOOTEN WEALTH MANAGEMENT, LLC — notice-filed in PA. IAPD ↗
45
AMERICAN CAPITAL ADVISORY, LLC — notice-filed in NY. IAPD ↗
45
COLLABORATIVE WEALTH — notice-filed in AZ. IAPD ↗
45
BECKERMAN WEALTH — notice-filed in CA. IAPD ↗
45
FAMILY OFFICE RESEARCH, LLC — notice-filed in NC. IAPD ↗
45
PREISZ FINANCIAL — notice-filed in TX. IAPD ↗
45
CORNELL POCHILY INVESTMENT ADVISORS, INC. — notice-filed in NH. IAPD ↗
45
TRADEWINDS CAPITAL MANAGEMENT, LLC — notice-filed in MT. IAPD ↗
45
PORTFOLIO MEDICS, LLC — notice-filed in KS. IAPD ↗
45
BISHOP & COMPANY INVESTMENT MANAGEMENT, LLC — notice-filed in OH. IAPD ↗
45
VALIANT WEALTH, LLC — notice-filed in GA. IAPD ↗
45
SPRAKER WEST WEALTH MANAGEMENT, INC — notice-filed in NC. IAPD ↗
45
INSIGHT STRATEGIC WEALTH LLC — notice-filed in FL. IAPD ↗
45
RDA FINANCIAL NETWORK — notice-filed in ID. IAPD ↗
45
HT PARTNERS LLC — notice-filed in TN. IAPD ↗
45
TEEPLE SNYDER NEWSOME WEALTH & TAX MANAGEMENT — notice-filed in TN. IAPD ↗
45
HARLOW WEALTH MANAGEMENT, INC. — notice-filed in CO. IAPD ↗
45
CONVERGENCE INVESTMENT PARTNERS, LLC — notice-filed in NY. IAPD ↗
45
CHRISTY CAPITAL MANAGEMENT, INC. — notice-filed in KY. IAPD ↗
45
EVERGREEN ADVISORS, LLC — notice-filed in SC. IAPD ↗
45
DECKER WEALTH MANAGEMENT, LLC — notice-filed in AL. IAPD ↗
45
HOLLANDER ASSET MANAGEMENT LLC — notice-filed in MN. IAPD ↗
45
S.A. MASON, LLC — notice-filed in OK. IAPD ↗
45
MISSION CREEK CAPITAL PARTNERS, INC. — notice-filed in VA. IAPD ↗
45
RCM WEALTH ADVISORS — notice-filed in AR. IAPD ↗
45
ALTUS WEALTH MANAGEMENT, LLC — notice-filed in PA. IAPD ↗
45
APPOMATTOX ADVISORY, INC — notice-filed in FL. IAPD ↗
45
SOUTHLAND EQUITY PARTNERS, LLC. — notice-filed in TN. IAPD ↗
45
KAIZEN FINANCIAL ADVISORS, LLC — notice-filed in CA. IAPD ↗
45
BROWN FINANCIAL ADVISORY — notice-filed in SC. IAPD ↗
45
GOODHAVEN CAPITAL MANAGEMENT — notice-filed in NY. IAPD ↗
45
MEDALLION WEALTH ADVISORS, LLC — notice-filed in WA. IAPD ↗
45
WORTH ADVISORS — notice-filed in MS. IAPD ↗
45
CARSWELL INVESTMENTS, LLC — notice-filed in NC. IAPD ↗
45
TLWM FINANCIAL — notice-filed in AZ. IAPD ↗
45
PHAROS CAPITAL GROUP, LLC — notice-filed in CA. IAPD ↗
45
RADNOR CAPITAL MANAGEMENT, LLC — notice-filed in ME. IAPD ↗
45
"TATE ASSET MANAGEMENT" AND "DCO WEALTH MANAGEMENT" — notice-filed in NY. IAPD ↗
45
WILKINS MILLER WEALTH MANAGEMENT, LLC — notice-filed in LA. IAPD ↗
45
CORE WEALTH MANAGEMENT, INC. — notice-filed in TX. IAPD ↗
45
AMJ FINANCIAL WEALTH MANAGEMENT LLC — notice-filed in NY. IAPD ↗
45
MWM GROUP LLC — notice-filed in PA. IAPD ↗
45
BRIGHT ROAD WEALTH MANAGEMENT, LLC — notice-filed in NE. IAPD ↗
45
TIM LOONEY INVESTMENTS, LLC — notice-filed in TN. IAPD ↗
45
FORTIS ADVISORS, LLC — notice-filed in FL. IAPD ↗
45
OAK GROVE CAPITAL, LLC — notice-filed in AZ. IAPD ↗
45
STONEBRIDGE FINANCIAL GROUP — notice-filed in LA. IAPD ↗
45
UNIO CAPITAL LLC — notice-filed in MA. IAPD ↗
45
NOVI WEALTH PARTNERS — notice-filed in VA. IAPD ↗
45
FULLCIRCLE WEALTH LLC — notice-filed in NV. IAPD ↗
45
ALJIAN CAPITAL MANAGEMENT — notice-filed in TN. IAPD ↗
45
WEALTH PRESERVATION ADVISORS, LLC — notice-filed in CT. IAPD ↗
45
QBOX FIDUCIARY SOLUTIONS, LLC — notice-filed in FL. IAPD ↗
45
PRACTICECFO INVESTMENTS — notice-filed in NV. IAPD ↗
45
CLIENT 1ST ADVISORY GROUP — notice-filed in OH. IAPD ↗
45
MBR FINANCIAL — notice-filed in TN. IAPD ↗
45
RIVERPOINT WEALTH MANAGEMENT — notice-filed in CO. IAPD ↗
45
JIM SAULNIER & ASSOCIATES, LLC — notice-filed in MD. IAPD ↗
45
PETIX & BOTTE FINANCIAL — notice-filed in ID. IAPD ↗
45
CYPRESS CAPITAL, LLC — notice-filed in OR. IAPD ↗
45
COLUMBIA ADVISORY PARTNERS, LLC — notice-filed in NC. IAPD ↗
45
ONE WEALTH MAP, LLC — notice-filed in TX. IAPD ↗
45
KEELER & NADLER FAMILY WEALTH — notice-filed in MO. IAPD ↗
45
AUOUR INVESTMENTS LLC — notice-filed in MD. IAPD ↗
45
SAGE PRIVATE WEALTH GROUP, LLC — notice-filed in OH. IAPD ↗
45
GRANITE BAY WEALTH MANAGEMENT, LLC — notice-filed in SC. IAPD ↗
45
CASTLE ROCK WEALTH MANAGEMENT, LLC — notice-filed in NE. IAPD ↗
45
SENECA HOUSE ADVISORS — notice-filed in LA. IAPD ↗
45
EQUITA FINANCIAL NETWORK, INC. — notice-filed in IL. IAPD ↗
45
STEWARDSHIP ADVISORS, LLC — notice-filed in FL. IAPD ↗
45
REDWOOD WEALTH MANAGEMENT GROUP, LLC — notice-filed in DE. IAPD ↗
45
ALMANACK INVESTMENT PARTNERS — notice-filed in WA. IAPD ↗
45
BECK BODE LLC — notice-filed in VA. IAPD ↗
45
NICHOLAS WEALTH MANAGEMENT — notice-filed in NC. IAPD ↗
45
WHIPPLEWOOD ADVISORS, LLC — notice-filed in NM. IAPD ↗
45
SUMMIT WEALTH PARTNERS, LLC — notice-filed in MN. IAPD ↗
45
ATLATL ADVISERS — notice-filed in TX. IAPD ↗
45
5C CAPITAL MANAGEMENT, LLC — notice-filed in NH. IAPD ↗
45
TEMPUS WEALTH PLANNING, LLC — notice-filed in ID. IAPD ↗
45
TOPEL & DISTASI WEALTH MANAGEMENT, LLC — notice-filed in NM. IAPD ↗
45
WINDLE WEALTH — notice-filed in CO. IAPD ↗
45
TRUE FINANCIAL GROUP — notice-filed in CO. IAPD ↗
45
IAMS WEALTH MANAGEMENT, LLC — notice-filed in NV. IAPD ↗
45
ROBBINS FARLEY LLC — notice-filed in ME. IAPD ↗
45
ALL TERRAIN FINANCIAL ADVISORS — notice-filed in LA. IAPD ↗
45
PLAN A WEALTH, LLC — notice-filed in MO. IAPD ↗
45
LIFEWORKS ADVISORS, LLC — notice-filed in MD. IAPD ↗
45
EARLY MCCLINTIC & MCMILLAN, LLC — notice-filed in AL. IAPD ↗
45
GLOBAL FINANCIAL PRIVATE CLIENT — notice-filed in VA. IAPD ↗
45
BAY RIVERS GROUP WEALTH PARTNERS — notice-filed in CA. IAPD ↗
45
ANDERSON FINANCIAL STRATEGIES, LLC — notice-filed in TX. IAPD ↗
45
FORTIS GROUP ADVISORS LLC — notice-filed in AZ. IAPD ↗
45
FORTY NORTH WEALTH — notice-filed in MN. IAPD ↗
45
MA PRIVATE WEALTH, LLC — notice-filed in OR. IAPD ↗
45
FORTEM FINANCIAL GROUP, LLC — notice-filed in LA. IAPD ↗
45
BROOKLYN FI, LLC — notice-filed in LA. IAPD ↗
45
WITTLIN ADVISORY — notice-filed in MI. IAPD ↗
45
MASONRY CAPITAL MANAGEMENT, LLC — notice-filed in LA. IAPD ↗
45
ARKFELD WEALTH STRATEGIES, L.L.C. — notice-filed in FL. IAPD ↗
45
VAN CLEMENS WEALTH MANAGEMENT, LLC — notice-filed in LA. IAPD ↗
45
FIRETHORN WEALTH PARTNERS, LLC — notice-filed in NJ. IAPD ↗
45
KAIZEN FINANCIAL STRATEGIES, LLC — notice-filed in NY. IAPD ↗
45
SKYOAK WEALTH — notice-filed in VA. IAPD ↗
45
OPTIMUM QUANTVEST CORPORATION — notice-filed in CT. IAPD ↗
45
HUBBELL STRICKLAND WEALTH MANAGEMENT, LLC — notice-filed in CO. IAPD ↗
45
BLUEDOOR PRIVATE WEALTH, LLC — notice-filed in CT. IAPD ↗
45
MONTZ HARCUS WEALTH MANAGEMENT — notice-filed in AL. IAPD ↗
45
CONVERGENCE FINANCIAL — notice-filed in MD. IAPD ↗
45
EIGER WEALTH MANAGEMENT, LLC — notice-filed in UT. IAPD ↗
45
PAINTED PORCH ADVISORS LLC — notice-filed in DC. IAPD ↗
45
BALLAST FINANCIAL ADVISORS, LLC — notice-filed in NY. IAPD ↗
45
RESOLUTE CAPITAL, LLC — notice-filed in TX. IAPD ↗
45
VANTAGE POINT FINANCIAL, LLC — notice-filed in WI. IAPD ↗
45
BLACK KNIGHT WEALTH MANAGEMENT, LLC — notice-filed in TN. IAPD ↗
45
CORE ADVISORY GROUP — notice-filed in VA. IAPD ↗
45
NORTHSTAR ADVISORY GROUP, LLC — notice-filed in IL. IAPD ↗
45
BR WEALTH MANAGEMENT — notice-filed in MI. IAPD ↗
45
KREITLER FINANCIAL LLC — notice-filed in CO. IAPD ↗
45
RISE ADVISORS, LLC — notice-filed in VA. IAPD ↗
45
CARBON COLLECTIVE INVESTING, LLC — notice-filed in DE. IAPD ↗
45
KEYSTONE FINANCIAL SERVICES — notice-filed in CA. IAPD ↗
45
CONCORD ASSET MANAGEMENT, LLC — notice-filed in MD. IAPD ↗
45
KURE ADVISORY, LLC — notice-filed in WY. IAPD ↗
45
GREENUP STREET WEALTH MANAGEMENT LLC — notice-filed in NM. IAPD ↗
45
MISSION FINANCIAL GROUP, LLC — notice-filed in NH. IAPD ↗
45
VISTA FINANCE, LLC — notice-filed in TX. IAPD ↗
45
REGENCY CAPITAL MANAGEMENT INC. — notice-filed in LA. IAPD ↗
45
UNIQUE WEALTH, LLC — notice-filed in CO. IAPD ↗
45
JMAC ENTERPRISES LLC — notice-filed in LA. IAPD ↗
45
PARAGON PRIVATE WEALTH MANAGEMENT LLC — notice-filed in CA. IAPD ↗
45
EVERSTAR ASSET MANAGEMENT, LLC — notice-filed in GA. IAPD ↗
45
REFRAME WEALTH, LLC — notice-filed in NJ. IAPD ↗
45
CUSHING CAPITAL PARTNERS, LLC — notice-filed in CO. IAPD ↗
45
TFP MANAGEMENT, LLC — notice-filed in AZ. IAPD ↗
45
ROOTED WEALTH ADVISORS — notice-filed in MI. IAPD ↗
45
HAMILTON CAPITAL PARTNERS, LLC — notice-filed in CO. IAPD ↗
45
CONSILIO WEALTH ADVISORS, LLC — notice-filed in VA. IAPD ↗
45
ALPHA LEONIS PARTNERS, LLC — notice-filed in PA. IAPD ↗
45
THE PITTI GROUP WEALTH MANAGEMENT, LLC — notice-filed in SC. IAPD ↗
45
BISON CREEK WEALTH MANAGEMENT LLC — notice-filed in TX. IAPD ↗
45
FYRA CAPITAL MANAGEMENT — notice-filed in NC. IAPD ↗
45
SMART WEALTH, LLC — notice-filed in NC. IAPD ↗
45
THE LEWIS FINANCIAL GROUP — notice-filed in WV. IAPD ↗
45
SOLIDARITY WEALTH, LLC — notice-filed in ID. IAPD ↗
45
WATERSHED PRIVATE WEALTH — notice-filed in CA. IAPD ↗
45
HERITAGE WEALTH MANAGEMENT, INC. — notice-filed in NE. IAPD ↗
45
SK ADVISOR NETWORK, LLC — notice-filed in AZ. IAPD ↗
45
DOGWOOD WEALTH MANAGEMENT, LLC — notice-filed in AZ. IAPD ↗
45
PRESILIUM PRIVATE WEALTH, LLC — notice-filed in NH. IAPD ↗
45
ALPHA ZERO LLC — notice-filed in AZ. IAPD ↗
45
ACCENT CAPITAL MANAGEMENT, LLC — notice-filed in VA. IAPD ↗
45
TRUEBLOOD WEALTH MANAGEMENT, LLC — notice-filed in NH. IAPD ↗
45
RITTER DANIHER FINANCIAL ADVISORY LLC — notice-filed in GA. IAPD ↗
45
GEARHART & ASSOCIATES — notice-filed in VA. IAPD ↗
45
BASE WEALTH MANAGEMENT — notice-filed in CT. IAPD ↗
45
ENCOMPASS MORE ASSET MANAGEMENT LLC — notice-filed in NE. IAPD ↗
45
DODDS WEALTH, LLC — notice-filed in WA. IAPD ↗
45
EAGLE WEALTH STRATEGIES — notice-filed in NH. IAPD ↗
45
PRECEDENT WEALTH PARTNERS, LLC — notice-filed in FL. IAPD ↗
45
ABOUND FINANCIAL — notice-filed in LA. IAPD ↗
45
VISTA INVESTMENT PARTNERS — notice-filed in MN. IAPD ↗
45
BARE WEALTH ADVISORS — notice-filed in NY. IAPD ↗
45
DELARME WEALTH MANAGEMENT, INC. — notice-filed in AZ. IAPD ↗
45
JPL WEALTH MANAGEMENT, LLC — notice-filed in LA. IAPD ↗
45
GRATUS WEALTH ADVISORS LLC — notice-filed in SC. IAPD ↗
45
LYNK CAPITAL MANAGEMENT COMPANY, LLC — notice-filed in FL. IAPD ↗
45
BALANCE WEALTH — notice-filed in IN. IAPD ↗
45
ADVANTAGE WEALTH PARTNERS — notice-filed in DE. IAPD ↗
45
FAIRVOY PRIVATE WEALTH, LLC — notice-filed in CA. IAPD ↗
45
OSPREY PRIVATE WEALTH LLC — notice-filed in MA. IAPD ↗
45
PANORAMIC CAPITAL PARTNERS LLC — notice-filed in GA. IAPD ↗
45
LIFELONG WEALTH ADVISORS, INC. — notice-filed in CO. IAPD ↗
45
RAINIER FAMILY WEALTH, INC. — notice-filed in NE. IAPD ↗
45
ARGENTARII, LLC — notice-filed in CA. IAPD ↗
45
SYRIOS WEALTH MANAGEMENT GROUP — notice-filed in WA. IAPD ↗
45
LEGACY CAPITAL — notice-filed in LA. IAPD ↗
45
LINEPOINT PARTNERS & CO. — notice-filed in NV. IAPD ↗
45
1808 CAPITAL PARTNERS — notice-filed in GA. IAPD ↗
45
WILKERSON ADVISORY GROUP LLC — notice-filed in NE. IAPD ↗
45
WARNER WEALTH — notice-filed in VA. IAPD ↗
45
ANCHYRA PARTNERS LLC — notice-filed in TX. IAPD ↗
45
SANDS CAPITAL HORIZONS, LLC — notice-filed in DE. IAPD ↗
45
ASSET ONE WEALTH MANAGEMENT, LLC — notice-filed in PA. IAPD ↗
45
MAXQ ASSET MANAGEMENT LLC — notice-filed in CO. IAPD ↗
45
PEARL PLANNING — notice-filed in VA. IAPD ↗
45
BELLARS HARRIS WEALTH MANAGEMENT — notice-filed in SC. IAPD ↗
44
PERKINS CAPITAL MANAGEMENT INC — notice-filed in AZ, VT. IAPD ↗
44
INNOVEST PORTFOLIO SOLUTIONS LLC — notice-filed in IL, NE. IAPD ↗
44
GUILD INVESTMENT MANAGEMENT, INC. — notice-filed in AZ, WA. IAPD ↗
44
J.E. SIMMONS & CO., P.C. — notice-filed in MI, NC. IAPD ↗
44
WEALTH MANAGEMENT CORPORATION — notice-filed in NY, SC. IAPD ↗
44
ARLINGTON WEALTH MANAGEMENT — notice-filed in AZ, LA. IAPD ↗
44
D.H. HILL ADVISORS, INC. — notice-filed in ND, SD. IAPD ↗
44
VISION CAPITAL & MANAGEMENT — notice-filed in MN, NE. IAPD ↗
44
CAPITAL FINANCIAL, LLC — notice-filed in DC, VA. IAPD ↗
44
MENTOR CAPITAL MANAGEMENT INC. — notice-filed in IN, WI. IAPD ↗
44
ALESSANDRA CAPITAL MANAGEMENT, LLC — notice-filed in LA, NV. IAPD ↗
44
SANDERS & SCOTT, CHFC — notice-filed in NC, TN. IAPD ↗
44
ARRIVAL CAPITAL MANAGEMENT LLC — notice-filed in FL, NH. IAPD ↗
44
ADVANCED ADVISOR GROUP, LLC — notice-filed in SD, WI. IAPD ↗
44
NOVADIUS WEALTH MANAGEMENT — notice-filed in FL, IL. IAPD ↗
44
SKYOAK CAPITAL, INC. — notice-filed in NE, NH. IAPD ↗
44
SIMPLYRIA ADVISOR NETWORK — notice-filed in NY, WI. IAPD ↗
44
DAVINCI FINANCIAL DESIGNS — notice-filed in CO, NH. IAPD ↗
44
VALUE INVESTMENT PROFESSIONALS, LLC — notice-filed in FL, IL. IAPD ↗
44
FELTL ADVISORS — notice-filed in ME, OH. IAPD ↗
44
LAGUNA WEALTH ADVISORS, LLC — notice-filed in AZ, UT. IAPD ↗
44
ACCELERATED WEALTH ADVISORS LLC — notice-filed in MI, UT. IAPD ↗
44
RED REEF ADVISORS LLC — notice-filed in NY, PA. IAPD ↗
44
KUHN CAPITAL PARTNERS — notice-filed in CA, FL. IAPD ↗
44
GREAT PATH PLANNING — notice-filed in GA, NJ. IAPD ↗
44
DAVIMAN FINANCIAL, LLC — notice-filed in CA, PA. IAPD ↗
44
FORTITUDE PRIVATE WEALTH — notice-filed in IL, OH. IAPD ↗
44
EXPAND FINANCIAL GROUP, LLC — notice-filed in ID, NY. IAPD ↗
44
LONE PEAK ADVISERS — notice-filed in CA, NV. IAPD ↗
44
EMCEE INVEST — notice-filed in OH, TX. IAPD ↗
44
EMISSARY WEALTH — notice-filed in FL, NC. IAPD ↗
44
WMK INVESTMENT PARTNERS — notice-filed in NE, TX. IAPD ↗
44
CSP FINANCIAL GROUP LLC — notice-filed in DE, MN. IAPD ↗
44
VERICREST PRIVATE WEALTH, LLC — notice-filed in FL, TX. IAPD ↗
44
SKYBOUND WEALTH USA — notice-filed in CO, MI. IAPD ↗
44
STRATEGIC ADVISORY PARTNERS — notice-filed in LA, SC. IAPD ↗
44
REICON WEALTH ADVISORS, LLC — notice-filed in NH, TX. IAPD ↗
44
WINCAP FINANCIAL LLC — notice-filed in ME, PA. IAPD ↗
44
WILKINSON WEALTH MANAGEMENT, LLC — notice-filed in CA, FL. IAPD ↗
44
IMPRINT WEALTH LLC — notice-filed in ND, UT. IAPD ↗
44
10ELMS LLP — notice-filed in KS, MI. IAPD ↗
44
RSG INVESTMENTS LLC — notice-filed in FL, TX. IAPD ↗
44
PETERSON ROGERS PRIVATE WEALTH, LLC — notice-filed in CA, WY. IAPD ↗
44
BACKBONE PLANNING PARTNERS LLC — notice-filed in LA, TX. IAPD ↗
44
RIGDEN CAPITAL STRATEGIES — notice-filed in NH, NY. IAPD ↗
44
TRIO WEALTH MANAGEMENT, LLC — notice-filed in CA, NC. IAPD ↗
44
BLUE JEAN FINANCIAL LLC — notice-filed in LA, VA. IAPD ↗
44
PLANWISER FINANCIAL — notice-filed in AZ, LA. IAPD ↗
44
HERMITAGE WEALTH — notice-filed in DC, NH. IAPD ↗
44
THE BYCOFF GROUP LLC — notice-filed in CA, NJ. IAPD ↗
44
ROCK CREEK WEALTH MANAGEMENT — notice-filed in CA, TX. IAPD ↗
44
SHERPA CAPITAL MANAGEMENT — notice-filed in NY, PA. IAPD ↗
44
RIGHTOAK ASSET MANAGEMENT, LLC — notice-filed in KY, MD. IAPD ↗
44
3ROOTS WEALTH PARTNERS LLC — notice-filed in NY, PA. IAPD ↗
44
ENDURE CAPITAL, LLC — notice-filed in IL, IN. IAPD ↗
42
QUINT CAPITAL MANAGEMENT — notice-filed in AL. IAPD ↗
42
LEEB CAPITAL MANAGEMENT, INC. — notice-filed in MA. IAPD ↗
42
INVESTOR ADVISORY GROUP — notice-filed in TX. IAPD ↗
42
HANSEATIC MANAGEMENT SERVICES INC — notice-filed in CO. IAPD ↗
42
VICTORY WEALTH PARTNERS — notice-filed in NE. IAPD ↗
42
MONTICELLO ASSOCIATES, LLC — notice-filed in MD. IAPD ↗
42
FAIRBANKS CAPITAL MANAGEMENT, INC. — notice-filed in TX. IAPD ↗
42
SILER WEALTH MANAGEMENT — notice-filed in NC. IAPD ↗
42
HILLMAN CAPITAL MANAGEMENT INC — notice-filed in OH. IAPD ↗
42
AMERICAN NORTHWEST ADVISORY SERVICES L.L.C. — notice-filed in PR. IAPD ↗
42
MEADOWBROOK WEALTH MANAGEMENT, LLC — notice-filed in FL. IAPD ↗
42
LIBERTY FINANCIAL GROUP, INC. — notice-filed in FL. IAPD ↗
42
SUMNICHT & ASSOCIATES, LLC — notice-filed in AZ. IAPD ↗
42
SARATOGA CAPITAL MANAGEMENT, LLC — notice-filed in CA. IAPD ↗
42
SMITH PARTNERS WEALTH MANAGEMENT, LLC — notice-filed in NE. IAPD ↗
42
GEORGE M. HILLER COMPANIES, LLC — notice-filed in AR. IAPD ↗
42
INTEGRA FINANCIAL, INC. — notice-filed in NV. IAPD ↗
42
GREGORY LYLE & CO. — notice-filed in ID. IAPD ↗
42
PROFOCUS INCORPORATED — notice-filed in DC. IAPD ↗
42
DESMOND WEALTH MANAGEMENT, INC. — notice-filed in TX. IAPD ↗
42
SEAMANS CAPITAL MANAGEMENT, LLC — notice-filed in OR. IAPD ↗
42
MUTUAL TRUST ASSET MGMT., INC. — notice-filed in TN. IAPD ↗
42
PHILADELPHIA INVESTMENT PARTNERS, LLC — notice-filed in DE. IAPD ↗
42
CHICAGO CAPITAL MANAGEMENT ADVISORS, LLC — notice-filed in SC. IAPD ↗
42
WALLSTREETI.COM — notice-filed in CA. IAPD ↗
42
ALLISON INVESTMENT MANAGEMENT, LLC — notice-filed in NH. IAPD ↗
42
INTERACTIVE FINANCIAL ADVISORS — notice-filed in MO. IAPD ↗
42
HEYDORN STONE CAPITAL MANAGEMENT LLC — notice-filed in CT. IAPD ↗
42
GODFREY FINANCIAL ASSOCIATES, INC. — notice-filed in PA. IAPD ↗
42
ENGLESON & ASSOCIATES — notice-filed in NJ. IAPD ↗
42
SPECTRUM FINANCIAL RESOURCES — notice-filed in NE. IAPD ↗
42
KCD FINANCIAL, INC. — notice-filed in OR. IAPD ↗
42
DAVENPORT WATTS & DRAKE INVESTMENT ADVISORS, LLC — notice-filed in GA. IAPD ↗
42
W & S MANAGEMENT SERVICES, INC. — notice-filed in SC. IAPD ↗
42
CONTEGO CAPITAL GROUP, INC. — notice-filed in IA. IAPD ↗
42
YDREAM FINANCIAL SERVICES, INC. — notice-filed in FL. IAPD ↗
42
FINANCIAL LIFE PLANNERS — notice-filed in WA. IAPD ↗
42
CYPRESS CAPITAL MANAGEMENT, LLC — notice-filed in NE. IAPD ↗
42
MCDERMOTT INVESTMENT ADVISORS, LLC — notice-filed in GA. IAPD ↗
42
OUTLOOK CAPITAL MANAGEMENT, LLC — notice-filed in NV. IAPD ↗
42
CONWAY CAPITAL MANAGEMENT, INC. — notice-filed in MA. IAPD ↗
42
PROSPECT FINANCIAL GROUP LLC — notice-filed in TX. IAPD ↗
42
GLAXIS CAPITAL MANAGEMENT, LLC — notice-filed in NC. IAPD ↗
42
WARREN CAPITAL GROUP — notice-filed in FL. IAPD ↗
42
FRANCO FINANCIAL ADVISORS, INC. — notice-filed in TX. IAPD ↗
42
VIDA WEALTH PARTNERS, INC. — notice-filed in TX. IAPD ↗
42
HONU WEALTH MANAGEMENT — notice-filed in NH. IAPD ↗
42
SENSENIG CAPITAL ADVISORS, INC. — notice-filed in FL. IAPD ↗
42
QUANTITATIVE ASSET MANAGEMENT, LLC — notice-filed in CA. IAPD ↗
42
DAVIS FINANCIAL MANAGEMENT, INC. — notice-filed in HI. IAPD ↗
42
ROOKWOOD WEALTH MANAGEMENT, LLC — notice-filed in FL. IAPD ↗
42
NOBLEBRIDGE WEALTH — notice-filed in LA. IAPD ↗
42
SKYLINE FINANCIAL NORTHWEST — notice-filed in TX. IAPD ↗
42
SNOWCAP CAPITAL MANAGEMENT — notice-filed in CO. IAPD ↗
42
KJ CAPITAL MANAGEMENT LLC — notice-filed in FL. IAPD ↗
42
DRAPER ASSET MANAGEMENT, LLC — notice-filed in NC. IAPD ↗
42
INFINIUM INVESTMENT ADVISORS, LLC — notice-filed in FL. IAPD ↗
42
BERKELEY CAPITAL MANAGEMENT, LLC — notice-filed in NE. IAPD ↗
42
CHELSEA ADVISORY SERVICES, INC — notice-filed in VA. IAPD ↗
42
LANIER ASSET MANAGEMENT, LLC — notice-filed in TX. IAPD ↗
42
KDM WEALTH MANAGEMENT INC. — notice-filed in FL. IAPD ↗
42
PRINCIPIA WEALTH ADVISORY, LLC — notice-filed in LA. IAPD ↗
42
DOWNING STREET WEALTH MANAGEMENT LLC — notice-filed in AZ. IAPD ↗
42
1650 WEALTH MANAGEMENT, LLC — notice-filed in NH. IAPD ↗
42
REYES FINANCIAL ARCHITECTURE INC. — notice-filed in MD. IAPD ↗
42
MOUNTAIN LAKE INVESTMENT MANAGEMENT LLC — notice-filed in NY. IAPD ↗
42
GREENWOOD INVESTORS LLC — notice-filed in CA. IAPD ↗
42
AVOCET CAPITAL MANAGEMENT LLC — notice-filed in FL. IAPD ↗
42
SERVO WEALTH MANAGEMENT LLC — notice-filed in NH. IAPD ↗
42
HIGHPASS ASSET MANAGEMENT LLC — notice-filed in FL. IAPD ↗
42
PEAPOD LANE CAPITAL LLC — notice-filed in FL. IAPD ↗
42
SHADOWRIDGE ASSET MANAGEMENT, LLC — notice-filed in NC. IAPD ↗
42
INVESTMENT MANAGERS GROUP, LLC — notice-filed in NH. IAPD ↗
42
DONALIES FINANCIAL PLANNING, LLC — notice-filed in VT. IAPD ↗
42
MARSTONE LLC — notice-filed in CO. IAPD ↗
42
SUMMER CREEK WEALTH MANAGEMENT, LLC — notice-filed in FL. IAPD ↗
42
SEVERIN INVESTMENTS LLC — notice-filed in NH. IAPD ↗
42
STRIDE INVESTMENTS, LLC — notice-filed in OR. IAPD ↗
42
INTEGRITY WEALTH PARTNERS, LLC — notice-filed in FL. IAPD ↗
42
VANDERPOL INVESTMENTS L.L.C. — notice-filed in TX. IAPD ↗
42
WEALTH TEAMS ALLIANCE — notice-filed in NJ. IAPD ↗
42
HIPPOCRATIC FINANCIAL ADVISORS — notice-filed in NV. IAPD ↗
42
ALLUVIAL CAPITAL MANAGEMENT, LLC — notice-filed in IL. IAPD ↗
42
HAHN FINANCIAL GROUP — notice-filed in OK. IAPD ↗
42
FINANCIAL PARTNERS, LLC — notice-filed in CO. IAPD ↗
42
REVOLUTION PARTNERS, LLC — notice-filed in IN. IAPD ↗
42
SOUNDHAVEN CAPITAL MANAGEMENT — notice-filed in NY. IAPD ↗
42
KENNEDY WEALTH & TAX MANAGEMENT, LLC — notice-filed in SC. IAPD ↗
42
YES WEALTH MANAGEMENT — notice-filed in NE. IAPD ↗
42
TACTIVEST, LLC — notice-filed in AZ. IAPD ↗
42
PENSERRA GLOBAL INVESTORS LLC — notice-filed in WA. IAPD ↗
42
EMERALD ASSET MANAGEMENT, INC. — notice-filed in FL. IAPD ↗
42
WEATHERHELM CAPITAL MANAGEMENT LLC — notice-filed in TN. IAPD ↗
42
ARK ROYAL WEALTH MANAGEMENT LLC — notice-filed in CA. IAPD ↗
42
CLOCKWISE CAPITAL LLC — notice-filed in CA. IAPD ↗
42
BRIA CAPITAL GROUP, LLC — notice-filed in CO. IAPD ↗
42
COSTELLO FINANCIAL PLANNING, INC. — notice-filed in VT. IAPD ↗
42
TUVE INVESTMENT MANAGEMENT, INC. — notice-filed in MN. IAPD ↗
42
CYR FINANCIAL INC. — notice-filed in UT. IAPD ↗
42
SIMMONS CAPITAL GROUP — notice-filed in GA. IAPD ↗
42
MARSH WEALTH MANAGEMENT, LLC — notice-filed in NC. IAPD ↗
42
FIRST AMERICAN ASSET ADVISORY, LLC — notice-filed in SC. IAPD ↗
42
YFP WEALTH — notice-filed in MA. IAPD ↗
42
FIGURE 8 INVESTMENT STRATEGIES LLC — notice-filed in MT. IAPD ↗
42
JEMMA FINANCIAL SERVICES — notice-filed in DC. IAPD ↗
42
HIGH PINES WEALTH MANAGEMENT LLC — notice-filed in OR. IAPD ↗
42
STRATEGIC WEALTH ADVISORS GROUP, INC. — notice-filed in TX. IAPD ↗
42
FITHIAN LLC — notice-filed in TX. IAPD ↗
42
LEVATUS LLC — notice-filed in VA. IAPD ↗
42
HERITAGE FINANCIAL COUNSELORS, LLC — notice-filed in NY. IAPD ↗
42
ENTRUITY WEALTH, LLC — notice-filed in ID. IAPD ↗
42
EMERGENT FINANCIAL SERVICES, LLC. — notice-filed in NJ. IAPD ↗
42
COLUMBIA RIVER FINANCIAL GROUP — notice-filed in CA. IAPD ↗
42
BRAVIAS FINANCIAL — notice-filed in MD. IAPD ↗
42
PRATO CAPITAL MANAGEMENT — notice-filed in MA. IAPD ↗
42
SACKETT WEALTH ADVISORS, INC. — notice-filed in LA. IAPD ↗
42
VANWEELDEN WEALTH MANAGEMENT, LLC — notice-filed in FL. IAPD ↗
42
MCALISTER, SWEET & ASSOCIATES, INC. — notice-filed in FL. IAPD ↗
42
SIGNIFICANT WEALTH PARTNERS LLC — notice-filed in WI. IAPD ↗
42
GREAT GABLE WEALTH MANAGEMENT, LLC — notice-filed in GA. IAPD ↗
42
TRANQUILLI FINANCIAL ADVISOR, LLC — notice-filed in MO. IAPD ↗
42
DIMENSIONS WEALTH MANAGEMENT, LLC — notice-filed in FL. IAPD ↗
42
MAVEN CAPITAL PARTNERS, LLC — notice-filed in TX. IAPD ↗
42
RETIREMITTEN FINANCIAL LLC — notice-filed in NY. IAPD ↗
42
K2 FINANCIAL INC. — notice-filed in NV. IAPD ↗
42
BONE FIDE WEALTH — notice-filed in CO. IAPD ↗
42
AEGIS WEALTH MANAGEMENT, INC. — notice-filed in NJ. IAPD ↗
42
WHITE KNIGHT STRATEGIC WEALTH ADVISORS, LLC — notice-filed in PA. IAPD ↗
42
THE ARANDA GROUP ADVISORS, LLC — notice-filed in MD. IAPD ↗
42
CAPITAL CS GROUP, LLC — notice-filed in NJ. IAPD ↗
42
ABUNDO WEALTH — notice-filed in RI. IAPD ↗
42
SOARING INVESTMENT MANAGEMENT, LLC — notice-filed in NY. IAPD ↗
42
SEBETIC ADVISORS, LLC — notice-filed in CT. IAPD ↗
42
ILLUMINATE WEALTH MANAGEMENT — notice-filed in TN. IAPD ↗
42
KUHN & COMPANY INVESTMENT COUNSEL, LLC — notice-filed in VA. IAPD ↗
42
ANT MONEY ADVISORS — notice-filed in CA. IAPD ↗
42
SILICON BEACH WEALTH, LLC — notice-filed in NY. IAPD ↗
42
LSB WEALTH MANAGEMENT — notice-filed in TX. IAPD ↗
42
DIAMOND CLIENT GROUP, LLC — notice-filed in CA. IAPD ↗
42
CITY DIFFERENT INVESTMENTS — notice-filed in MI. IAPD ↗
42
TETON WEALTH GROUP LLC — notice-filed in OK. IAPD ↗
42
SHINING ROCK ADVISORS LLC — notice-filed in TX. IAPD ↗
42
GILPIN WEALTH MANAGEMENT LLC — notice-filed in NV. IAPD ↗
42
AHARA ADVISORS — notice-filed in NY. IAPD ↗
42
CABIN ADVISORS, LLC — notice-filed in NH. IAPD ↗
42
Q2 WEALTH MANAGEMENT — notice-filed in SC. IAPD ↗
42
TRG INVESTMENT ADVISORS, LLC — notice-filed in CO. IAPD ↗
42
AVAIL INVESTMENT PARTNERS, LLC — notice-filed in CA. IAPD ↗
42
INVESTOR'S ADVANTAGE — notice-filed in LA. IAPD ↗
42
OPTIMIZE FINANCIAL INC. — notice-filed in NY. IAPD ↗
42
ARK WEALTH MANAGEMENT — notice-filed in NC. IAPD ↗
42
DANER WEALTH MANAGEMENT, LLC — notice-filed in SC. IAPD ↗
42
RIDGELINE PRIVATE WEALTH — notice-filed in WI. IAPD ↗
42
FILIGREE WEALTH ADVISORS, LLC — notice-filed in TX. IAPD ↗
42
TRIPLETAIL WEALTH MANAGEMENT — notice-filed in NH. IAPD ↗
42
ONESOURCE WEALTH MANAGEMENT — notice-filed in NV. IAPD ↗
42
MIRRETTI PERRYMAN WEALTH STRATEGIES, LLC — notice-filed in MI. IAPD ↗
42
NEIL JESANI WEALTH MANAGEMENT — notice-filed in NY. IAPD ↗
42
CROWN POINT WEALTH ADVISORS — notice-filed in LA. IAPD ↗
42
ENTRUST INVESTMENT SERVICES, INC — notice-filed in CO. IAPD ↗
42
HOBBS WEALTH MANAGEMENT — notice-filed in TX. IAPD ↗
42
FINANCIAL MANAGEMENT ASSOCIATES, LLC — notice-filed in TX. IAPD ↗
42
EVANSBROOK CAPITAL MANAGEMENT — notice-filed in MI. IAPD ↗
42
LONGEVITY CAPITAL MANAGEMENT — notice-filed in AZ. IAPD ↗
42
ALLIED PRIVATE WEALTH — notice-filed in NY. IAPD ↗
42
FIRST FINANCIAL SERVICES, LLC — notice-filed in NE. IAPD ↗
42
KINGWOOD INVESTMENT GROUP — notice-filed in NH. IAPD ↗
42
TUMOLO WEALTH MANAGEMENT LLC — notice-filed in MA. IAPD ↗
42
TORO WEST CAPITAL ADVISORS — notice-filed in TX. IAPD ↗
42
PMC WEALTH, LLC — notice-filed in TX. IAPD ↗
42
TRUE WEALTH GROUP — notice-filed in NE. IAPD ↗
42
YANDELL INVESTMENTS, LLC — notice-filed in NE. IAPD ↗
42
COLLABORATIVE PORTFOLIO MANAGEMENT — notice-filed in CA. IAPD ↗
42
GBG WEALTH MANAGEMENT LLC — notice-filed in TX. IAPD ↗
42
SENECA PRIVATE WEALTH, LLC — notice-filed in TX. IAPD ↗
42
TRUMAN WEALTH ADVISORS — notice-filed in IL. IAPD ↗
42
THE BREIT GROUP — notice-filed in DC. IAPD ↗
42
BZ WEALTH ADVISORS, LLC — notice-filed in CA. IAPD ↗
42
LEGEND CAPITAL — notice-filed in NJ. IAPD ↗
42
YOUR IA, LLC — notice-filed in MA. IAPD ↗
42
SPRING STREET WEALTH — notice-filed in NJ. IAPD ↗
42
STEPHEN SMITH FINANCIAL INC. — notice-filed in TX. IAPD ↗
42
STILLWATER PRIVATE WEALTH — notice-filed in NJ. IAPD ↗
30
ASHTON THOMAS SECURITIES, LLC — changed its website from excelsecurities.com to ashtonthomaspw.com. IAPD ↗
30
RICHMOND CAPITAL MANAGEMENT INC — changed its website from richmondcapitalmanagement.com to richmondcap.com. IAPD ↗
30
FAMILY MANAGE LLC — changed its website from seymourzises.com to familymanage.com. IAPD ↗
30
HIRTLE & CO., LLC — changed its website from hirtlecallaghan.com to hirtle.com. IAPD ↗
30
CHOATE INVESTMENT ADVISORS — changed its website from choateia.com to choatewealth.com. IAPD ↗
30
RETIREMENT INVESTMENT ADVISORS INC — changed its website from theretirementpath.com to retirementinvestmentadvisors.com. IAPD ↗
30
THE BURNEY COMPANY — changed its website from burney.com to burneyadvisorservices.com. IAPD ↗
30
ORANGE INVESTMENT ADVISORS, INC. — changed its website from hviaonline.com to orangeinvestmentadvisors.com. IAPD ↗
30
LOGAN CAPITAL MANAGEMENT, INC. — changed its website from logancapitalfunds.com to logancapital.com. IAPD ↗
30
GREAT LAKES ADVISORS, LLC — changed its website from greatlakesadvisors.com to wintrustwealth.com. IAPD ↗
30
MORA CAPITAL MANAGEMENT, LLC — changed its website from borealcm.com to moracm.com. IAPD ↗
30
CONSOLIDATED PORTFOLIO REVIEW CORP — changed its website from hewittplanningservices.com to martinsonstolleradvisors.com. IAPD ↗
30
SLAVIC MUTUAL FUNDS MANAGEMENT CORP. — changed its website from ebenefitspep.401ksite.com to engage401kportal.com. IAPD ↗
30
SWAN GLOBAL INVESTMENTS, LLC — changed its website from swandefinedriskfunds.com to etfs.swanglobalinvestments.com. IAPD ↗
30
SYNERGY ASSET MANAGEMENT, LLC — changed its website from advisorempowerment.com to samadvisortech.com. IAPD ↗
30
CERTIFIED ADVISORY CORP — changed its website from apgplanning.com to financialgroup.com. IAPD ↗
30
PRUDENT INVESTOR ADVISORS, LLC — changed its website from workira.com to prudentllc.com. IAPD ↗
30
AVIDIAN WEALTH SOLUTIONS — changed its website from retirementsurvivalguide.com to avidianwealth.com. IAPD ↗
30
BASSO CAPITAL MANAGEMENT, L.P. — changed its website from bassofamilyoffice.com to bassocap.com. IAPD ↗
30
SPROTT ASSET MANAGEMENT USA INC. — changed its website from sprottusa.com to sprott.com. IAPD ↗
30
FOCUS PARTNERS ADVISOR SOLUTIONS, LLC — changed its website from focusfinancialpartners.com to myadvisorcenter.com. IAPD ↗
30
WALLINGTON ASSET MANAGEMENT — changed its website from wallingtonasset.com to wallington.com. IAPD ↗
30
WINTHROP CAPITAL MANAGEMENT — changed its website from winthropcm.com to winthropis.com. IAPD ↗
30
HOLLOW BROOK WEALTH MANAGEMENT LLC — changed its website from hollowbrookllc.com to hbwmllc.com. IAPD ↗
30
SEACREST WEALTH MANAGEMENT, LLC — changed its website from stantongwp.com to seacrestwm.com. IAPD ↗
30
C2 PRIVATE WEALTH — changed its website from retirementplanningedu.com to c2privatewealth.com. IAPD ↗
30
SUMMIT GLOBAL INVESTMENTS, LLC — changed its website from sgimutualfunds.com to silvx.com. IAPD ↗
30
MSH CAPITAL ADVISORS LLC — changed its website from buchanancapitalinc.com to candorwealthadvisors.com. IAPD ↗
30
CGN ADVISORS, LLC — changed its website from fairwindsadvice.com to stowersfinancialplanning.com. IAPD ↗
30
TREBUCHET CONSULTING, LLC — changed its website from trebuchetconsulting.com to trebuchetconsultingllc.com. IAPD ↗
30
NORTHWEST FINANCIAL ADVISORS LLC — changed its website from jvaladez.nwfllc.com to rtholden.nwfllc.com. IAPD ↗
30
GOLDEN STATE WEALTH MANAGEMENT, LLC — changed its website from rwmadvisors.com to buroakwm.com. IAPD ↗
30
ALLY INVEST ADVISORS — changed its website from cloud.email.ally.com to ally.com. IAPD ↗
30
SWAN GLOBAL MANAGEMENT — changed its website from swanwealthadvisors.com to etfs.swanglobalinvestments.com. IAPD ↗
30
CAPTRUST WEALTH ADVISORS — changed its website from ctfa.com to ctwealth.com. IAPD ↗
30
FIRST NATIONAL ADVISERS, LLC — changed its website from privatewealthreserve.com to fnbo.com. IAPD ↗
30
CONTINUUM ADVISORY, LLC — changed its website from lentinifinancialadvisory.com to clarkstreetfinancial.com. IAPD ↗
30
MG&A WEALTH — changed its website from mgawealth.com to meggreen.com. IAPD ↗
30
TOWNSQUARE CAPITAL, LLC — changed its website from orion.com to townsquarecapital.com. IAPD ↗
30
ACCURATE WEALTH MANAGEMENT, LLC — changed its website from breezefinancialllc.com to providentwealthllc.com. IAPD ↗
30
GUARDIAN WEALTH ADVISORS, LLC — changed its website from silowealth.com to valleypeakfinancial.com. IAPD ↗
30
THEPARTNERS WEALTH MANAGEMENT — changed its website from worthfinancialsolutions.com to wilkinswealthmanagement.com. IAPD ↗
30
TITLEIST ASSET MANAGEMENT, LLC — changed its website from paragonpwg.com to mosaicfinancialadvisers.com. IAPD ↗
30
PORTSIDE WEALTH GROUP, LLC — changed its website from frontieradvisorgroup.com to cache-financial.com. IAPD ↗
30
BURLING WEALTH PARTNERS — changed its website from burlingwealthpartners.com to burlingwp.com. IAPD ↗
30
FS DIGITAL INFRASTRUCTURE ADVISOR, LLC — changed its website from fscreit.com to podcastaddict.com. IAPD ↗
28
BCG SECURITIES, INC. — changed its website from accapitalmanagement.com to bcgsecurities.com. IAPD ↗
28
FSB PREMIER WEALTH MANAGEMENT, INC. — changed its website from fsbfs.com to fsbpremier.com. IAPD ↗
28
WALL CAPITAL GROUP, INC. — changed its website from wallwealthadvisors.com to wallcapitalgroup.com. IAPD ↗
28
EVANS CAPITAL MANAGEMENT ASSOCIATES — changed its website from rlevansco.net to rlevansco.com. IAPD ↗
28
NOVAK & POWELL FINANCIAL SERVICES, INC. — changed its website from novakpowell.com to carrteam.com. IAPD ↗
28
AMERICAN MONEY MANAGEMENT, LLC — changed its website from americanmoneymanagement.com to divorcefinancialconsulting.com. IAPD ↗
28
SHEARWATER CAPITAL — changed its website from shearwatercapital.com to shearcap.com. IAPD ↗
28
MUSTARD SEED WEALTH MANAGEMENT — changed its website from mustardseedfinancial.com to msfwm.com. IAPD ↗
28
VESTGEN INVESTMENT MANAGEMENT — changed its website from hanlonfunds.com to vgimfunds.com. IAPD ↗
28
PRUFID FINANCIAL ADVISORS LLC — changed its website from altruistfa.com to prufidfa.com. IAPD ↗
28
MILLER CAPITAL — changed its website from millercapital.com [website] to millercapital.com. IAPD ↗
28
OAKBOURNE ADVISORS — changed its website from nstarinvest.com to oakbourneadvisors.com. IAPD ↗
28
MADISON ADVISORY SERVICES, INC. — changed its website from madisonplanning.net to madisonplanning.com. IAPD ↗
28
GARDEN STATE INVESTMENT ADVISORY SERVICES, LLC — changed its website from gardenstatesecurities.com to cluwealthadvisors.com. IAPD ↗
28
CL WEALTH MANAGEMENT LLC — changed its website from cuprosper.com to leadingedgefinancialgroup.com. IAPD ↗
28
GBM WEALTH MANAGEMENT, INC. — changed its website from gbmwealth.com to gbminvestor.com. IAPD ↗
28
CAPE INVESTMENT ADVISORY, INC. — changed its website from glacierwealthmanagement.com to blfgonline.com. IAPD ↗
28
NOVA FINANCIAL SERVICES — changed its website from yourfuturebynova.com to arizonafinancialplan.com. IAPD ↗
28
SOUTHLAND EQUITY PARTNERS, LLC. — changed its website from grpwealthstrategies.com to longfinancialservices.com. IAPD ↗
28
WORTH ADVISORS — changed its website from coachnetworth.com to worthadvisors.com. IAPD ↗
28
VINCI PARTNERS USA — changed its website from vincipartners.com to vincicompass.com. IAPD ↗
28
PARAGON FINANCIAL SERVICES — changed its website from investparagon.com to paragonfinancial.com. IAPD ↗
28
REBEL FINANCIAL, LLC — changed its website from auditmy401k.com to careers.rebelfinancial.com. IAPD ↗
28
EVERMONT WEALTH — changed its website from feeonlynetwork.com to letsmakeaplan.org. IAPD ↗
28
LUKEN INVESTMENT ANALYTICS, LLC — changed its website from stradynamic.com to luken.pro. IAPD ↗
28
EKS ASSOCIATES — changed its website from eksassociates.com to yelp.com. IAPD ↗
28
NATIONAL WEALTH MANAGEMENT GROUP, LLC — changed its website from modelwealthgroup.com to jimlewiswm.com. IAPD ↗
28
BLUE WATER ASSET MANAGEMENT — changed its website from redfieldfinancialgroup.com to jaygreer.com. IAPD ↗
28
GUGGENHEIM WEALTH SOLUTIONS, LLC — changed its website from guggenheimpartners.com to guggenheiminvestments.com. IAPD ↗
28
OASIS WEALTH PLANNING ADVISORS — changed its website from oasiswealthplanning.com to oasiswealthatlanta.com. IAPD ↗
28
WILLOW CREEK FINANCIAL — changed its website from willowcreekfinancial..com to willowcreekfinancial.com. IAPD ↗
28
INDEPENDENT WEALTH NETWORK, INC. — changed its website from masfinancialandtax.com to kramerwealthadvisory.com. IAPD ↗
28
NIA IMPACT CAPITAL — changed its website from niaimpactadvisors.com to moneydoula.org. IAPD ↗
28
MERKLE RETIREMENT PLANNING — changed its website from anchor.fm to merkleplan.com. IAPD ↗
28
CRESTMONT PRIVATE WEALTH LLC — changed its website from iheart.com to linktr.ee. IAPD ↗
28
ONEASCENT WEALTH MANAGEMENT — changed its website from oneascentwealth.com to oneascent.com. IAPD ↗
28
TACTIVE ADVISORS, LLC — changed its website from pcliftonfinancial.com to tactivewealth.com. IAPD ↗
28
ALTURA WEALTH ADVISORS INC. — changed its website from harperinvesting.com to alturawealthadvisors.com. IAPD ↗
28
OPTIMA CAPITAL LLC — changed its website from optimacapitalllc.com to premier.network. IAPD ↗
28
BLUEPRINT FINANCIAL ADVISORS — changed its website from bluegrasscapadv.com to fulcrumwealth.com. IAPD ↗
28
HERITAGE WEALTH MANAGEMENT, INC. — changed its website from heritage-wm.com to heritagewealthusa.com. IAPD ↗
28
724 CAPITAL, LLC — changed its website from cigfinancialservices.com to 724cap.com. IAPD ↗
28
ADVANTAGE WEALTH PARTNERS — changed its website from advantageretirementgroup.com to advantagewealthpartners.com. IAPD ↗
28
QTR FAMILY WEALTH, LLC — changed its website from qtrfamilycapital.com to qtrfamily.com. IAPD ↗
28
PEARL PLANNING — changed its website from pearlplan.com to pearlplanning.com. IAPD ↗
25
WESTPARK CAPITAL, INC. — changed its website from meyersfinancialgroup.com to wpcapital.com. IAPD ↗
25
BTS ASSET MANAGEMENT, INC. — changed its website from btsmanagement.com to btsfunds.com. IAPD ↗
25
CEF ADVISORS — changed its website from cefadvisors.com to cefdata.com. IAPD ↗
25
TRICAPITAL WEALTH MANAGEMENT, INC. — changed its website from tricapitaladviosr.com to tricapitaladvisors.com. IAPD ↗
25
STRATEGIC PLANNING GROUP, INC. — changed its website from spg1.net to spgneedham.com. IAPD ↗
25
ECONOLOGICS FINANCIAL ADVISORS — changed its website from practicetransitionassessment.com to wealthforveterinarians.com. IAPD ↗
25
TABR CAPITAL MANAGEMENT, LLC — changed its website from facebook.comtabr-capital-management-2319971614730490 to stevemedland.com. IAPD ↗
25
WISDOM FINANCIAL PLANNING — changed its website from johnboyerinc.com to wisdomfp.com. IAPD ↗
25
ALPHA WEALTH FUNDS, LLC — changed its website from alphawealthfunds.com to theinsidersfund.com. IAPD ↗
25
O'CONNOR WEALTH MANAGEMENT, INC. — changed its website from oconnorwealthmgt.com to ocwealthmgt.com. IAPD ↗
25
BALANCED ROCK INVESTMENT ADVISORS — changed its website from balancedrockinvestmentadvisors.com to yelp.com. IAPD ↗
25
LYONS INVESTMENT MANAGEMENT — changed its website from lyonsinvest.com to gnci.com. IAPD ↗
25
PROFUSION PRIVATE WEALTH — changed its website from profusion-financial.com to ppwadvisors.com. IAPD ↗
25
STRATACORE CAPITAL MANAGEMENT, LLC. — changed its website from stratacore.net to stratacoremgmt.com. IAPD ↗
25
FC360 WEALTH MANAGEMENT, INC. — changed its website from fc360.com to yelp.com. IAPD ↗
25
FONTE FINANCIAL ADVISORS — changed its website from fontefinancial.com to fontefinancial.org. IAPD ↗
25
LAKE AVENUE FINANCIAL LLC — changed its website from firstteamadvisors.com to alexchalekian.com. IAPD ↗
25
VEST WEALTH INC. — changed its website from mivest.io to vest.investments. IAPD ↗
25
RESNICK WEALTH ALLIANCE, LLC — changed its website from resnickwealthalliance.com to resnickwealth.com. IAPD ↗
25
THE WEALTH BOUTIQUE — changed its website from tanisfingroup.com to clarityfinsolutions.com. IAPD ↗
25
MCKINLEY ALASKA PRIVATE INVESTMENTS, LLC — changed its website from mckinleymgmt.com to mckinley-alaska.com. IAPD ↗
25
QUANTCA FINANCIAL — changed its website from quantca.com to vimeo.com. IAPD ↗
25
ELITE WEALTH MANAGEMENT, INC. — changed its website from eliteretirementgroup.com to soundcloud.com. IAPD ↗
25
BZ WEALTH ADVISORS, LLC — changed its website from bzwealth.com to bz-wealth.com. IAPD ↗
25
TE ADVISORS LLC — changed its website from affinityplus.tappengine.com to tappengine.com. IAPD ↗
25
RIGHTOAK ASSET MANAGEMENT, LLC — changed its website from rightoakassetmanagement.com to revard.money. 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
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
50
50
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50
FIDUCIARY CONSULTING GROUP — MORGAN STANLEY INSTITUTIONAL INVESTMENT ADVISORS LLC is now doing business as . IAPD ↗institutional
50
50
48
PARADIGM INVESTMENT MANAGEMENT — PARADIGM PARTNERS CAPITAL MANAGEMENT is now doing business as . IAPD ↗institutional
45
ROBECO INSTITUTIONAL ASSET MANAGEMENT US INC — 's Item 11 disclosure-reporting entries rose by 2 (0 -> 2). IAPD ↗institutional
45
COUNTERPOINTE INVESTMENT MANAGEMENT LLC — 's Item 11 disclosure-reporting entries rose by 4 (8 -> 12). IAPD ↗institutional
45
45
ORIDIAN CAPITAL MANAGEMENT, L.P. — HCI EQUITY MANAGEMENT, L.P. is now doing business as . IAPD ↗fund
45
45
45
SEIDLER EQUITY PARTNERS — SEIDLER KUTSENDA MANAGEMENT COMPANY, LLC is now doing business as . IAPD ↗fund
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45
TRANSWESTERN INVESTMENTS — TRANSWESTERN INVESTMENT MANAGEMENT, LLC is now doing business as . IAPD ↗fund
45
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45
PRELUDE GROWTH PARTNERS — MANAGEMENT COMPANY, LLC is now doing business as PRELUDE GROWTH PARTNERS. IAPD ↗fund
45
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45
ABACUS ASSET MANAGEMENT, LLC — ABL WEALTH ADVISORS, LLC is now doing business as . IAPD ↗institutional
45
IVY INVEST CORPORATION — BUENA CAPITAL ADVISORS D/B/A IVY INVEST is now doing business as . IAPD ↗institutional
45
43
NEWPOINT REAL ESTATE INVESTMENT MANAGEMENT LLC — 's Item 11 disclosure-reporting entries rose by 1 (0 -> 1). IAPD ↗institutional
43
43
US SELECT ASSET MANAGEMENT, LLC — US SELECT ASSET MANAGEMENT, INC. is now doing business as . IAPD ↗fund
43
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WASSERSTEIN MANAGEMENT, LP — WASSERSTEIN DEBT OPPORTUNITIES MANAGEMENT, LP is now doing business as . IAPD ↗fund
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MERCHANTS INVESTMENT PARTNERS, LLC — MERCHANTS ASSET MANAGEMENT LLC is now doing business as . IAPD ↗fund
43
43
ISQ OPENINFRA REGISTERED ADVISOR LLC — I SQUARED CAPITAL REGISTERED ADVISOR LLC is now doing business as . IAPD ↗fund
40
BNP PARIBAS ASSET MANAGEMENT USA, INC. — 's Item 11 disclosure-reporting entries rose by 6 (6 -> 12). IAPD ↗fund
40
INSTITUTIONAL SHAREHOLDER SERVICES INC. — 's Item 11 disclosure-reporting entries rose by 1 (0 -> 1). IAPD ↗institutional
40
AXA INVESTMENT MANAGERS US INC — 's Item 11 disclosure-reporting entries rose by 8 (4 -> 12). IAPD ↗fund
40
STRATEGAS SECURITIES, LLC DBA STRATEGAS RESEARCH PARTNERS — 's Item 11 disclosure-reporting entries rose by 1 (0 -> 1). IAPD ↗institutional
40
40
LATERAL INVESTMENT MANAGEMENT, LLC — 's Item 11 disclosure-reporting entries rose by 1 (0 -> 1). IAPD ↗fund
40
ARTEMIS REAL ESTATE PARTNERS — 's Item 11 disclosure-reporting entries rose by 8 (0 -> 8). IAPD ↗fund
40
40
PLATINUM EQUITY ADVISORS, LLC — 's Item 11 disclosure-reporting entries rose by 5 (3 -> 8). IAPD ↗fund
40
WESTBRIDGE CAPITAL US ADVISORS, LP — 's Item 11 disclosure-reporting entries rose by 1 (2 -> 3). IAPD ↗fund
40
FORGE GLOBAL ADVISORS LLC — 's Item 11 disclosure-reporting entries rose by 18 (3 -> 21). IAPD ↗fund
40
PPM LOAN MANAGEMENT COMPANY 2, LLC — 's Item 11 disclosure-reporting entries rose by 2 (8 -> 10). IAPD ↗fund
40
40
COMVEST CREDIT ADVISORS, LLC — 's Item 11 disclosure-reporting entries rose by 12 (0 -> 12). IAPD ↗fund
40
COMMONWEALTH CREDIT ADVISORS, LLC — 's Item 11 disclosure-reporting entries rose by 10 (0 -> 10). IAPD ↗fund
40
INFINITE GIVING ADVISORY SERVICES, INC. — 's Item 11 disclosure-reporting entries rose by 2 (0 -> 2). IAPD ↗institutional
40
JEFFERIES CREDIT MANAGEMENT LLC — 's Item 11 disclosure-reporting entries rose by 2 (9 -> 11). IAPD ↗fund
40
HAUSSMANN 1864 CAPITAL MANAGEMENT LLC — 's Item 11 disclosure-reporting entries rose by 1 (38 -> 39). IAPD ↗fund
40
FOREST CAPITAL MANAGEMENT, LLC — moved its main office from NAPLES, FL to CHICAGO, IL. IAPD ↗institutional
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UMB PRIVATE WEALTH MANAGEMENT, LLC — UMB ASSET MANAGEMENT, LLC is now doing business as . IAPD ↗fund
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INFINITE GIVING ADVISORY SERVICES, INC. — notice-filed in AZ, CO, DC, FL, IL, IN, LA, NE, NH, NY, VA. IAPD ↗institutional
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CONSILIUM INVESTMENT MANAGEMENT LLC — 's Item 11 disclosure-reporting entries rose by 1 (0 -> 1). IAPD ↗fund
38
AC INVESTMENT MANAGEMENT LLC — 's Item 11 disclosure-reporting entries rose by 1 (0 -> 1). IAPD ↗fund
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COMVEST CREDIT MANAGERS, LLC — 's Item 11 disclosure-reporting entries rose by 11 (0 -> 11). IAPD ↗fund
38
PILGRIM GLOBAL ADVISORS LLC — 's Item 11 disclosure-reporting entries rose by 1 (0 -> 1). IAPD ↗fund
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HATTERAS INVESTMENT PARTNERS, LP — 's Item 11 disclosure-reporting entries rose by 7 (0 -> 7). IAPD ↗fund
35
STRONGHOLD RESOURCE PARTNERS — 's Item 11 disclosure-reporting entries rose by 1 (0 -> 1). IAPD ↗fund
35
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JERICHO CAPITAL ASSET MANAGEMENT L.P. — moved its main office from NEW YORK, NY to LOS ANGELES, CA. IAPD ↗fund
35
LATERAL INVESTMENT MANAGEMENT, LLC — moved its main office from SAN MATEO, CA to BURLINGAME, CA. IAPD ↗fund
35
ALTIMETER CAPITAL MANAGEMENT, LP — moved its main office from BOSTON, MA to MENLO PARK, CA. IAPD ↗fund
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CHANNING GLOBAL ADVISORS, LLC — moved its main office from MIAMI, FL to FORT LAUDERDALE, FL. IAPD ↗fund
35
SR ONE CAPITAL MANAGEMENT, LP — moved its main office from WAYNE, PA to REDWOOD CITY, CA. IAPD ↗fund
35
TIMBER POINT CAPITAL MANAGEMENT — moved its main office from BRIARCLIFF MANOR, NY to WHITE PLAINS, NY. IAPD ↗institutional
35
VOLOFIN CAPITAL MANAGEMENT — moved its main office from NEW YORK, NY to DANIEL ISLAND, SC. IAPD ↗fund
35
ARDMORE ROAD ASSET MANAGEMENT LP — moved its main office from NEW YORK, NY to WESTPORT, CT. IAPD ↗fund
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MILITIA CAPITAL MANAGEMENT, LLC — moved its main office from LAS VEGAS, NV to AUSTIN, TX. IAPD ↗fund
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UMB PRIVATE WEALTH MANAGEMENT, LLC — notice-filed in AK, AL, AR, CA, CT, DC, FL, GA, HI, IA, ID, IL, IN, KY, LA, MA, MD, ME, MI, MN, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, PR, RI, SC, SD, TN, TX, UT, VA, VI, VT, WA, WI, WV, WY. IAPD ↗fund
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SPRING MOUNTAIN CAPITAL, LP — moved its main office from WEST WINDSOR, NJ to NEW YORK, NY. IAPD ↗fund
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SOLACE CAPITAL PARTNERS, L.P. — moved its main office from LOS ANGELES, CA to EL SEGUNDO, CA. IAPD ↗fund
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MCGINTY ROAD PARTNERS, LP — moved its main office from MINNEAPOLIS, MN to MINNETONKA, MN. IAPD ↗fund
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P4G CAPITAL MANAGEMENT, LLC — moved its main office from SAN FRANCISCO, CA to STATELINE, NV. IAPD ↗fund
33
SAFE HARBOR CAPITAL PARTNERS — moved its main office from DORAL, FL to COCONUT GROVE, FL. IAPD ↗fund
33
33
FACTORIAL FUNDS MANAGEMENT LLC — moved its main office from NEWPORT BEACH, CA to SAN FRANCISCO, CA. IAPD ↗fund
33
CORTEN REAL ESTATE MANAGEMENT LLC — moved its main office from WILMINGTON, DE to PHILADELPHIA, PA. IAPD ↗fund
33
NEUBERGER BERMAN LOAN ADVISERS EUROPE II LP — moved its main office from NEW YORK, NY to CHICAGO, IL. IAPD ↗fund
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SILVERHAWK CAPITAL PARTNERS, LLC — moved its main office from GREENWICH, CT to OVERLAND PARK, KS. IAPD ↗fund
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ARROWHEAD INVESTMENT MANAGEMENT LLC — moved its main office from GREENWICH, CT to WHITE PLAINS, NY. IAPD ↗fund
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FOREST ROAD ASSET MANAGEMENT LLC — moved its main office from EL SEGUNDO, CA to LOS ANGELES, CA. IAPD ↗fund
30
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ARGOSY-LIONBRIDGE MANAGEMENT, LLC — moved its main office from NEW YORK, NY to WAYNE, PA. IAPD ↗fund
30
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UBS ASSET MANAGEMENT CREDIT INVESTMENTS GROUP (UK) LTD — CREDIT SUISSE ASSET MANAGEMENT LIMITED is now doing business as . IAPD ↗foreign
30
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VIOLA CREDIT PARTNERS MANAGEMENT LIMITED PARTNERSHIP — VIOLA CREDIT PARTNERS MANAGEMENT L.P. is now doing business as . IAPD ↗foreign
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CONSTELLATION ASSET MANAGEMENT — CONSTELLATION INVESTIMENTOS E PARTICIPAÇÕES LTDA is now doing business as . IAPD ↗foreign
27
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27
25
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25
NORTHERN TRUST GLOBAL INVESTMENTS LTD — 's Item 11 disclosure-reporting entries rose by 1 (6 -> 7). IAPD ↗foreign
25
FIERA CAPITAL (UK) LIMITED — 's Item 11 disclosure-reporting entries rose by 2 (0 -> 2). IAPD ↗foreign
25
PETERCAM INSTITUTIONAL ASSET MANAGEMENT — 's Item 11 disclosure-reporting entries rose by 4 (15 -> 19). IAPD ↗foreign
25
25
IWC INVESTMENT PARTNERS A/S — 's Item 11 disclosure-reporting entries rose by 1 (0 -> 1). IAPD ↗foreign
25
GUARDCAP ASSET MANAGEMENT LIMITED — 's Item 11 disclosure-reporting entries rose by 2 (0 -> 2). IAPD ↗foreign
25
ARES SYSTEMATIC CREDIT LIMITED — 's Item 11 disclosure-reporting entries rose by 3 (0 -> 3). IAPD ↗foreign
25
FIERA COMOX PARTNERS INC — 's Item 11 disclosure-reporting entries rose by 2 (0 -> 2). IAPD ↗foreign
25
25
THE RAELIPSKIE PARTNERSHIP — 's Item 11 disclosure-reporting entries rose by 2 (0 -> 2). IAPD ↗foreign
25
PROMETHEUS WEALTH MANAGEMENT SAM — 's Item 11 disclosure-reporting entries rose by 2 (8 -> 10). IAPD ↗foreign
25
25
ROTHSCHILD & CO GLOBAL MARKETS SOLUTIONS LIMITED — ROTHSCHILD & CO REDBURN is now doing business as . IAPD ↗foreign
23
MANULIFE INVESTMENT MANAGEMENT (NORTH AMERICA) LIMITED — 's Item 11 disclosure-reporting entries rose by 1 (10 -> 11). IAPD ↗foreign
23
JEFFERIES CREDIT PARTNERS EUROPE LIMITED — 's Item 11 disclosure-reporting entries rose by 3 (9 -> 12). IAPD ↗foreign
20
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MAWER INVESTMENT MANAGEMENT LTD. — moved its main office from CALGARY, to CALGARY, ALBERTA, . IAPD ↗foreign
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PENSIONBEE — notice-filed in AK, AL, AR, AZ, CA, CT, DC, DE, GA, HI, IA, ID, IN, KS, KY, MA, MD, ME, MN, MO, MS, MT, ND, NM, NV, OK, OR, PR, RI, SC, SD, UT, VI, VT, WA, WI, WV, WY. IAPD ↗foreign
20
CATALYST STRATEGIC SOLUTIONS — changed its website from catalyststrategic.org to catalystcorp.org. IAPD ↗institutional
20
WILMINGTON FUNDS MANAGEMENT CORPORATION — changed its website from wilmingtoninvestmentmanagement.com to wilmingtontrust.com. IAPD ↗institutional
20
CION INVESTMENT MANAGEMENT, LLC — changed its website from cioninvestments.com to cionbdc.com. IAPD ↗institutional
20
SWAN CAPITAL MANAGEMENT, LLC — changed its website from swancapitalmanagment.com to swanglobalinvestments.com. IAPD ↗institutional
20
ALGEBRIS INVESTMENTS (US) INC. — changed its website from algebris.com to spreaker.com. IAPD ↗institutional
20
FS SPECIALTY LENDING ADVISOR, LLC — changed its website from fsinvestments.com to fscreit.com. IAPD ↗institutional
20
VISTA CREDIT BDC MANAGEMENT, L.P. — changed its website from vistacreditpartners.com to vistaequitypartners.com. IAPD ↗institutional
20
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BRIDGEFRONT CAPITAL, LLC — changed its website from bridgefront.capital to bridgefrontcap.com. IAPD ↗institutional
18
SAVOIR FAIRE CAPITAL MANAGEMENT, LP — changed its website from savoirfairecap.com to savoirfairecapital.com. IAPD ↗institutional
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KAIZEN CAPITAL PARTNERS LIMITED — moved its main office from CENTRAL, to CAUSEWAY BAY, . IAPD ↗foreign
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TENNENBAUM CAPITAL PARTNERS, LLC — changed its website from mbank.95559.com.cn to mp.weixin.qq.com. IAPD ↗fund
15
COURAGE CAPITAL MANAGEMENT, LLC — changed its website from couragecap.com (password protected) to couragecap.com. IAPD ↗fund
15
RIVERSTONE INVESTMENT GROUP LLC — changed its website from riverstonellc.com to riverstonerel.com. IAPD ↗fund
15
15
CHAMBERS ENERGY CAPITAL — changed its website from chambersenergycap.com to chambersenergycapital.com. IAPD ↗fund
15
ROUND HILL MUSIC LP — changed its website from roundhillmusic.com to ridentroyalties.com. IAPD ↗fund
15
TWENTYFOUR ASSET MANAGEMENT (US) LP — changed its website from am.vontobel.com to twentyfouram.com. IAPD ↗fund
15
SIMA RETIREMENT SOLUTIONS, LLC — changed its website from simaretirementsolutions.com to simafinancialgroup.com. IAPD ↗institutional
15
TIKEHAU CAPITAL NORTH AMERICA LLC — changed its website from tikehaucapital.com to tikehaustarinfra.com. IAPD ↗fund
15
15
RRG CAPITAL MANAGEMENT LLC — changed its website from renewablegroup.com to rrgcapitalmanagement.com. IAPD ↗fund
15
GUGGENHEIM CORPORATE FUNDING, LLC — changed its website from guggenheimpartners.com to guggenheiminvestments.com. IAPD ↗fund
15
15
HYPATIA CAPITAL MANAGEMENT LLC — changed its website from hypatiacapital.com to wceoetf.com. IAPD ↗institutional
15
GODSPEED CAPITAL MANAGEMENT LP — changed its website from godspeedcm.com to godspeed.com. IAPD ↗fund
15
15
NERDWALLET ADVISORY — changed its website from nerdwalletplanning.quinnadvisor.com to match.nerdwalletadvisors.com. IAPD ↗institutional
15
13
GS GAMMA ADVISORS, LLC — changed its website from guggenheiminvestments.com to gsgamma.com. IAPD ↗fund
13
NEWPORT INVESTMENT MANAGEMENT, LLC — changed its website from investors.newportcapitalptrs.com to app.junipersquare.com. IAPD ↗fund
13
13
OAKWOOD REAL ESTATE PARTNERS, LLC — changed its website from oakwoodre.com to oakwoodmultifamily.com. IAPD ↗fund
13
FIRST SENTIER INVESTORS (US) LLC — changed its website from firstsentiergroup.com to firstsentierfunds.com. IAPD ↗fund
13
DYNAMIC CORE CAPITAL PARTNERS — changed its website from dubinclark.com to dynamiccorecapital.com. IAPD ↗fund
13
GREAT ELM CAPITAL MANAGEMENT, LLC — changed its website from greatelmgroup.com to greatelmcc.com. IAPD ↗fund
13
XEBEC ASSET MANAGEMENT, LLC — changed its website from xebecrealty.com to xebeclogisticstrust.com. IAPD ↗fund
13
13
RED IRON GROUP MANAGEMENT, LLC — changed its website from wwwredirongroup.com to redirongroup.com. IAPD ↗fund
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MERION REALTY ADVISERS, LLC — changed its website from mainlineco.com to merionrealtypartners.com. IAPD ↗fund
10
ANCHOR HEALTH CAPITAL, LLC — changed its website from chestnutfunds.com to anchorhealthcapital.com. IAPD ↗fund
10
VALORAN CAPITAL MANAGEMENT — changed its website from ctccapitalmanagement.com to valorancapitalmanagement.com. IAPD ↗fund
10
10
HIGHLINE ASSET MANAGEMENT, LLC — changed its website from highlinealts.com to highlineam.com. IAPD ↗fund
10
TABERNACLE EQUITY MANAGEMENT LLC — changed its website from prophetequity.com to tabernacleequity.com. IAPD ↗fund
10
RAIL SPLITTER CAPITAL ADVISERS, LLC — changed its website from rsplitter.com to railsplittercap.com. IAPD ↗fund
1
FIRST SENTIER INVESTORS INTERNATIONAL IM LIMITED — changed its website from stewartinvestors.com to firstsentiergroup.com. IAPD ↗foreign
1
CARDINAL POINT WEALTH MANAGEMENT — changed its website from sportsmgt.cardinalpointwealth.com to edmontonfinancialplanner.ca. IAPD ↗foreign
1
FORMULA GROWTH LIMITED — changed its website from formulagrowth.com to formulagrowth.ca. IAPD ↗foreign
1
FIRST SENTIER INVESTORS (UK) FUNDS LIMITED — changed its website from firstsentierinvestors.com to firstsentiergroup.com. IAPD ↗foreign
1
SERONE CAPITAL MANAGEMENT LLP — changed its website from seronecapital.com to serone.com. IAPD ↗foreign
1
FIRST SENTIER INVESTORS (UK) IM LIMITED — changed its website from firstsentierinvestors.com to firstsentiergroup.com. IAPD ↗foreign
1
1
FIRST SENTIER INVESTORS (IRELAND) LIMITED — changed its website from firstsentierinvestors.com to igneoip.com. IAPD ↗foreign
1
SUMITOMO MITSUI DS ASSET MANAGEMENT (SINGAPORE) PTE. LTD. — changed its website from asia.smd-am.com to smd-am.sg. IAPD ↗foreign
1
1
NOVACAP MANAGEMENT FINANCIAL SERVICES INC. — changed its website from novacap.ca to novacapcorp.com. IAPD ↗foreign
1
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.