← Tributary

Office IT & facilities — April 2026

Managed IT, telecom, and facilities for new offices.

1125 firms opened this window in the April 2026 SEC roster: 997 new office, 128 relocation.

Months: October 2026 · September 2026 · August 2026 · July 2026 · June 2026 · May 2026 · April 2026 · March 2026 · February 2026 · January 2026 · December 2025 · August 2025 · July 2025 · June 2025 · May 2025 · April 2025 · March 2025 · February 2025 · January 2025 · December 2024 · November 2024 · October 2024 · September 2024 · August 2024 · July 2024 · June 2024 · May 2024 · April 2024 · March 2024 · February 2024

55
J.P. MORGAN SECURITIES LLC — added office(s): 3559 -> 3566 additional locations. IAPD ↗
$429.69B RAUM · 8479 reps · 800-999-2000
55
BNY MELLON SECURITIES CORPORATION — added office(s): 4 -> 5 additional locations. IAPD ↗
$8.45B RAUM · 91 reps · 2129226273 · bny.com
55
JANNEY MONTGOMERY SCOTT LLC — added office(s): 126 -> 138 additional locations. IAPD ↗
$110.11B RAUM · 1614 reps · 215-665-6000
55
STIFEL, NICOLAUS & COMPANY, INCORPORATED — added office(s): 486 -> 517 additional locations. IAPD ↗
$197.53B RAUM · 3079 reps · 314-342-2000 · aegeanwealthmanagement.com
55
WILLIAM BLAIR & COMPANY L.L.C. — added office(s): 10 -> 11 additional locations. IAPD ↗
$64.28B RAUM · 231 reps · 312-236-1600 · williamblair.com
55
ASSOCIATED INVESTMENT SERVICES, INC. — added office(s): 33 -> 35 additional locations. IAPD ↗
$1.17B RAUM · 27 reps · 800-595-7722 · associatedbank.com
55
GILDER GAGNON HOWE & CO. LLC — added office(s): 0 -> 11 additional locations. IAPD ↗
$12.12B RAUM · 55 reps · 212-765-2500
55
MEANS WEALTH MANAGEMENT — added office(s): 4 -> 5 additional locations. IAPD ↗
$1.59B RAUM · 15 reps · 1-207-947-6763
55
STATE FARM INVESTMENT MANAGEMENT CORP. — added office(s): 17 -> 6443 additional locations. IAPD ↗
$12.94B RAUM · 7930 reps · 800-447-0740
55
&PARTNERS — added office(s): 50 -> 122 additional locations. IAPD ↗
$30.27B RAUM · 439 reps · 615-255-6431 · andpartners.com
55
HORNOR, TOWNSEND & KENT, LLC — added office(s): 163 -> 250 additional locations. IAPD ↗
$9.01B RAUM · 426 reps · 215-957-7300 · htk.com
55
AMERIPRISE FINANCIAL SERVICES, LLC — added office(s): 157 -> 158 additional locations. IAPD ↗
$660.47B RAUM · 12681 reps · 612-671-3131
55
LPL FINANCIAL LLC — added office(s): 18523 -> 20864 additional locations. IAPD ↗
$819.12B RAUM · 36280 reps · 704-733-3300 · lplgovernmentrelations.com
55
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED — added office(s): 3779 -> 3910 additional locations. IAPD ↗
$1781.57B RAUM · 25721 reps · 800-637-7455 · merrilledge.com
55
NORTHERN TRUST SECURITIES, INC — added office(s): 24 -> 29 additional locations. IAPD ↗
$1.66B RAUM · 41 reps · 312-630-6000 · northerntrust.com
55
AUSDAL FINANCIAL PARTNERS, INC. — added office(s): 24 -> 111 additional locations. IAPD ↗
$3.73B RAUM · 168 reps · 563-326-2064 · wenstrup.org
55
POPULAR SECURITIES, LLC — added office(s): 7 -> 8 additional locations. IAPD ↗
$2.62B RAUM · 45 reps · 787-758-7400 · popular.com
55
ROBERT W. BAIRD & CO. INCORPORATED — added office(s): 206 -> 209 additional locations. IAPD ↗
$394.07B RAUM · 3170 reps · 414-765-3500
55
LPL ENTERPRISE, LLC — added office(s): 1075 -> 1140 additional locations. IAPD ↗
$24.94B RAUM · 4492 reps · 704-733-3300 · lpl.com
55
PRIMERICA ADVISORS — added office(s): 1754 -> 1828 additional locations. IAPD ↗
$15.54B RAUM · 3959 reps · 833-786-0550
55
MML INVESTORS SERVICES, LLC — added office(s): 1083 -> 1093 additional locations. IAPD ↗
$115.64B RAUM · 4961 reps · (413) 226-0000
55
WELLS FARGO ADVISORS — added office(s): 1197 -> 1338 additional locations. IAPD ↗
$252.25B RAUM · 2366 reps · 314-875-3000 · firstclearing.com
55
BOK FINANCIAL ADVISORS — added office(s): 113 -> 114 additional locations. IAPD ↗
$1.06B RAUM · 142 reps · 877-781-6889
55
MOMENTUM INDEPENDENT NETWORK INC. — added office(s): 93 -> 124 additional locations. IAPD ↗
$1.61B RAUM · 97 reps · 214-859-1800 · beckwm.com
55
THRIVENT INVESTMENT MANAGEMENT INC. — added office(s): 1169 -> 1226 additional locations. IAPD ↗
$20.77B RAUM · 2963 reps · 800-847-4836
55
MARQUETTE ASSOCIATES, INC. — added office(s): 6 -> 8 additional locations. IAPD ↗
$47.06B RAUM · 64 reps · 312-527-5500
55
OSAIC WEALTH, INC. — added office(s): 3791 -> 5586 additional locations. IAPD ↗
$234.86B RAUM · 7143 reps · 800-821-5100 · matuliafinancial.com
55
OSAIC INSTITUTIONS, INC. — added office(s): 574 -> 621 additional locations. IAPD ↗
$6.49B RAUM · 478 reps · 203-599-6000 · osaic.com
55
NATIONS FINANCIAL GROUP, INC. — added office(s): 35 -> 39 additional locations. IAPD ↗
$4.77B RAUM · 81 reps · 319-393-9541 · nationsfg.com
55
PARK AVENUE SECURITIES LLC — added office(s): 427 -> 543 additional locations. IAPD ↗
$19.58B RAUM · 2054 reps · 1-888-600-4667 · vestwise.com
55
SILVER OAK SECURITIES, INC. — added office(s): 82 -> 85 additional locations. IAPD ↗
$2.45B RAUM · 103 reps · 731-668-3825 · silveroaksecurities.com
55
MIDWESTERN SECURITIES TRADING CO.,LLC — added office(s): 76 -> 85 additional locations. IAPD ↗
$1.98B RAUM · 43 reps · 309-699-6786
55
KAYNE ANDERSON RUDNICK INVESTMENT MANAGEMENT, LLC — added office(s): 17 -> 22 additional locations. IAPD ↗
$39.36B RAUM · 47 reps · 310-556-2721
55
SHELTON CAPITAL MANAGEMENT — added office(s): 2 -> 3 additional locations. IAPD ↗
$6.52B RAUM · 23 reps · 800-955-9988
55
MONETA GROUP INVESTMENT ADVISORS, LLC — added office(s): 8 -> 9 additional locations. IAPD ↗
$50.54B RAUM · 239 reps · 314-726-2300
55
CONDOR CAPITAL WEALTH MANAGEMENT — added office(s): 14 -> 16 additional locations. IAPD ↗
$2.18B RAUM · 17 reps · 732-356-7323
55
EVERGREEN CAPITAL MANAGEMENT LLC — added office(s): 4 -> 5 additional locations. IAPD ↗
$7.19B RAUM · 26 reps · 425-467-4600
55
CREATIVE PLANNING — added office(s): 102 -> 150 additional locations. IAPD ↗
$295.57B RAUM · 1538 reps · (866) 909-5148
55
INVESCO ADVISERS, INC. — added office(s): 12 -> 14 additional locations. IAPD ↗
$749.52B RAUM · 713 reps · 404-892-0896 · invesco.com
55
1834 INVESTMENT ADVISORS CO. — added office(s): 7 -> 9 additional locations. IAPD ↗
$2.20B RAUM · 30 reps · (414) 615-1012 · 1834investmentadvisors.com
55
CETERA INVESTMENT ADVISERS LLC — added office(s): 4816 -> 6584 additional locations. IAPD ↗
$256.81B RAUM · 9049 reps · 310-257-7880 · ceterafinancialspecialists.com
55
GODSEY & GIBB WEALTH MANAGEMENT — added office(s): 3 -> 4 additional locations. IAPD ↗
$1.56B RAUM · 13 reps · 804-285-7333
55
SHEETS SMITH WEALTH MANAGEMENT — added office(s): 1 -> 2 additional locations. IAPD ↗
$1.37B RAUM · 11 reps · 336-765-2020 · sheetssmith.com
55
NORTHERN TRUST INVESTMENTS, INCORPORATED — added office(s): 7 -> 8 additional locations. IAPD ↗
$1245.25B RAUM · 219 reps · 312-630-6000 · ntam.northerntrust.com
55
BARINGS LLC — added office(s): 5 -> 10 additional locations. IAPD ↗
$392.75B RAUM · 465 reps · 704-805-7200
55
POLEN CAPITAL MANAGEMENT, LLC — added office(s): 2 -> 3 additional locations. IAPD ↗
$24.06B RAUM · 22 reps · 1-561-241-2425
55
BNY MELLON ADVISORS, INC. — added office(s): 3 -> 4 additional locations. IAPD ↗
$33.48B RAUM · 44 reps · 212-495-1784
55
TCW INVESTMENT MANAGEMENT COMPANY LLC — added office(s): 5 -> 6 additional locations. IAPD ↗
$38.82B RAUM · 114 reps · 213-244-0000
55
FIDUCIENT ADVISORS LLC — added office(s): 13 -> 17 additional locations. IAPD ↗
$97.54B RAUM · 78 reps · 312-853-1000 · fiducientadvisors.com
55
CHARLES SCHWAB INVESTMENT MANAGEMENT, INC — added office(s): 104 -> 167 additional locations. IAPD ↗
$1721.03B RAUM · 175 reps · 800-650-9744 · thomaspartnersinvestmentmanagement.com
55
OAKTREE CAPITAL MANAGEMENT, L.P. — added office(s): 14 -> 16 additional locations. IAPD ↗
$183.29B RAUM · 282 reps · 213-830-6300
55
PINNACLE ADVISORS — added office(s): 5 -> 6 additional locations. IAPD ↗
$2.14B RAUM · 19 reps · 419-526-5226 · pinnacleadvisors.com
55
WINSLOW CAPITAL MANAGEMENT LLC — added office(s): 1 -> 2 additional locations. IAPD ↗
$28.66B RAUM · 19 reps · 612-376-9100 · winslowcapital.com
55
BLACKROCK FINANCIAL MANAGEMENT, INC — added office(s): 18 -> 20 additional locations. IAPD ↗
$1595.10B RAUM · 889 reps · 212 810 5300 · ishares.com
55
TEACHERS ADVISORS, LLC — added office(s): 19 -> 28 additional locations. IAPD ↗
$436.33B RAUM · 296 reps · 212-490-9000
55
SAVANT WEALTH MANAGEMENT — added office(s): 46 -> 49 additional locations. IAPD ↗
$38.13B RAUM · 238 reps · 815-227-0300
55
PEKIN HARDY STRAUSS, INC. — added office(s): 2 -> 4 additional locations. IAPD ↗
$1.55B RAUM · 9 reps · 312-554-7525
55
TRANSAMERICA RETIREMENT ADVISORS, LLC — added office(s): 158 -> 173 additional locations. IAPD ↗
$18.83B RAUM · 173 reps · 866-368-0566 · transamerica.com
55
INTELLICENTS INVESTMENT SOLUTIONS INC — added office(s): 10 -> 12 additional locations. IAPD ↗
$9.92B RAUM · 48 reps · 507-377-2919
55
SYM FINANCIAL ADVISORS — added office(s): 4 -> 5 additional locations. IAPD ↗
$5.81B RAUM · 49 reps · 800-888-7968
55
PT ASSET MANAGEMENT, LLC — added office(s): 2 -> 3 additional locations. IAPD ↗
$11.35B RAUM · 16 reps · 312-521-1000
55
MEDIQUS ASSET ADVISORS, INC. — added office(s): 5 -> 6 additional locations. IAPD ↗
$1.46B RAUM · 6 reps · 312-419-3733 · mediqus.com
55
CJM WEALTH ADVISERS, LTD. — added office(s): 8 -> 9 additional locations. IAPD ↗
$1.47B RAUM · 11 reps · 703-425-0700
55
BOYD WATTERSON ASSET MANAGEMENT, LLC — added office(s): 6 -> 8 additional locations. IAPD ↗
$18.81B RAUM · 51 reps · 216-771-3450 · boydwatterson.com
55
LEAVELL INVESTMENT MANAGEMENT, INC. — added office(s): 5 -> 6 additional locations. IAPD ↗
$3.40B RAUM · 24 reps · 251-433-3709 · leavellinvestments.com
55
ENTRUST GLOBAL PARTNERS LLC — added office(s): 2 -> 3 additional locations. IAPD ↗
$11.82B RAUM · 40 reps · 212-888-1040 · entrustglobal.com
55
PATHWAY CAPITAL MANAGEMENT, LP — added office(s): 3 -> 4 additional locations. IAPD ↗
$97.82B RAUM · 88 reps · 949-622-1000 · pathwaycapital.com
55
EARNED WEALTH ADVISORS, LLC — added office(s): 20 -> 24 additional locations. IAPD ↗
$3.11B RAUM · 33 reps · 925.939.2500
55
SEIA — added office(s): 22 -> 25 additional locations. IAPD ↗
$22.54B RAUM · 128 reps · 310-712-2323
55
ALLIANCEBERNSTEIN L.P. — added office(s): 54 -> 59 additional locations. IAPD ↗
$763.40B RAUM · 1616 reps · 615-622-0000
55
BRIGHTON JONES LLC — added office(s): 20 -> 23 additional locations. IAPD ↗
$18.88B RAUM · 156 reps · 206-258-5000
55
MISSIONSQUARE RETIREMENT — added office(s): 9 -> 11 additional locations. IAPD ↗
$6.31B RAUM · 174 reps · 202-962-4600
55
COLDSTREAM WEALTH MANAGEMENT — added office(s): 8 -> 9 additional locations. IAPD ↗
$13.93B RAUM · 166 reps · 425-283-1600
55
PRINCIPAL REAL ESTATE — added office(s): 13 -> 15 additional locations. IAPD ↗
$105.65B RAUM · 310 reps · 800-787-1621 · principalcef.com
55
CREATIVE FINANCIAL DESIGNS, INC. — added office(s): 101 -> 104 additional locations. IAPD ↗
$2.94B RAUM · 155 reps · 765-453-9600 · creativefinancialdesigns.com
55
GRIMES & COMPANY — added office(s): 26 -> 30 additional locations. IAPD ↗
$6.30B RAUM · 36 reps · 508-366-3883
55
CIBC PRIVATE WEALTH ADVISORS, INC. — added office(s): 13 -> 16 additional locations. IAPD ↗
$67.84B RAUM · 220 reps · 312-368-7700 · vimeo.com
55
ADVANCED CAPITAL GROUP — added office(s): 0 -> 1 additional locations. IAPD ↗
$29.99B RAUM · 11 reps · 612-230-3000
55
BBR PARTNERS, LLC — added office(s): 5 -> 6 additional locations. IAPD ↗
$36.49B RAUM · 53 reps · 212-313-9870 · bbrpartners.com
55
WOODMONT INVESTMENT COUNSEL, LLC — added office(s): 1 -> 2 additional locations. IAPD ↗
$2.01B RAUM · 11 reps · 615-297-6144
55
BEAM WEALTH ADVISORS, INC. — added office(s): 29 -> 32 additional locations. IAPD ↗
$1.60B RAUM · 27 reps · 985-893-1440 · beamwealth.com
55
SENTINEL PENSION ADVISORS, LLC. — added office(s): 21 -> 23 additional locations. IAPD ↗
$11.94B RAUM · 48 reps · 781-914-1361
55
CRAWFORD INVESTMENT COUNSEL INC — added office(s): 0 -> 1 additional locations. IAPD ↗
$9.14B RAUM · 27 reps · 770-859-0045 · crawfordinvestmentfunds.com
55
MORGAN STANLEY INVESTMENT MANAGEMENT INC. — added office(s): 10 -> 15 additional locations. IAPD ↗
$702.25B RAUM · 250 reps · 212-761-4000 · morganstanley.com
55
FIRST HEARTLAND CONSULTANTS, INC. — added office(s): 68 -> 71 additional locations. IAPD ↗
$2.09B RAUM · 88 reps · 636-625-0900 · firstheartland.com
55
GREENWOOD GEARHART, LLC — added office(s): 1 -> 2 additional locations. IAPD ↗
$1.97B RAUM · 14 reps · 479-521-5353
55
COYLE — added office(s): 1 -> 6 additional locations. IAPD ↗
$1.05B RAUM · 10 reps · 847-441-5644
55
BUCKHEAD CAPITAL MANAGEMENT, LLC — added office(s): 1 -> 2 additional locations. IAPD ↗
$5.76B RAUM · 12 reps · 404-720-8800 · buckheadcapital.com
55
EAGLE STRATEGIES LLC — added office(s): 864 -> 891 additional locations. IAPD ↗
$32.04B RAUM · 2463 reps · (888) 695-3245 · eaglestrategies.com
55
PETERSEN HASTINGS WEALTH ADVISORS, INC. — added office(s): 1 -> 2 additional locations. IAPD ↗
$1.58B RAUM · 16 reps · 509-735-0484 · petersenhastings.com
55
TLG ADVISORS, INC. — added office(s): 107 -> 120 additional locations. IAPD ↗
$2.30B RAUM · 155 reps · 888-371-0013
55
WEALTHCARE CAPITAL MANAGEMENT LLC — added office(s): 21 -> 23 additional locations. IAPD ↗
$3.93B RAUM · 35 reps · 804-644-4711
55
ORLEANS CAPITAL MANAGEMENT CORP — added office(s): 3 -> 5 additional locations. IAPD ↗
$2.13B RAUM · 6 reps · 504-592-4680 · orleanscapital.com
55
BOUCHEY FINANCIAL GROUP LTD — added office(s): 3 -> 4 additional locations. IAPD ↗
$1.61B RAUM · 11 reps · 518-720-3333 · boucheyfinancial.com
55
U.S. BANCORP ASSET MANAGEMENT, INC. — added office(s): 25 -> 50 additional locations. IAPD ↗
$427.48B RAUM · 62 reps · 717-232-2723
55
MARINER INSTITUTIONAL, LLC — added office(s): 7 -> 15 additional locations. IAPD ↗
$2.82B RAUM · 148 reps · 844-442-6326 · marinerwealthadvisors.com
55
EMPOWER ADVISORY GROUP, LLC — added office(s): 5 -> 1234 additional locations. IAPD ↗
$195.43B RAUM · 6138 reps · 866-575-4977 · empower.com
55
ADVISORS CAPITAL MANAGEMENT, LLC — added office(s): 21 -> 22 additional locations. IAPD ↗
$12.20B RAUM · 57 reps · 201-447-3400 · bridgeviewwealth.com
55
J. W. COLE ADVISORS, INC. — added office(s): 275 -> 278 additional locations. IAPD ↗
$8.25B RAUM · 468 reps · (813) 935-6776 · jw-cole.com
55
CONSOLIDATED PORTFOLIO REVIEW CORP — added office(s): 26 -> 47 additional locations. IAPD ↗
$1.59B RAUM · 47 reps · 631-845-5100 · martinsonstolleradvisors.com
55
ADVISORNET WEALTH PARTNERS — added office(s): 36 -> 37 additional locations. IAPD ↗
$3.15B RAUM · 68 reps · 612-347-8600 · fsaadvisors.com
55
AMB WEALTH, LLC — added office(s): 2 -> 3 additional locations. IAPD ↗
$1.07B RAUM · 14 reps · 866-277-1500
55
HOTCHKIS AND WILEY CAPITAL MANAGEMENT, LLC — added office(s): 4 -> 5 additional locations. IAPD ↗
$36.93B RAUM · 32 reps · 213-430-1000
55
ONE CAPITAL MANAGEMENT, LLC — added office(s): 8 -> 11 additional locations. IAPD ↗
$8.53B RAUM · 55 reps · 805.409.8150 · fundxetfs.com
55
EFS ADVISORS — added office(s): 24 -> 25 additional locations. IAPD ↗
$2.40B RAUM · 52 reps · 763-689-9023 · tsainvest.com
55
WAVERLY ADVISORS, LLC — added office(s): 43 -> 48 additional locations. IAPD ↗
$29.78B RAUM · 197 reps · 205-871-3334 · waverly-advisors.com
55
WELLESLEY ASSET MANAGEMENT, INC. — added office(s): 1 -> 2 additional locations. IAPD ↗
$1.99B RAUM · 19 reps · 781-416-4000 · wellesleyassetmanagement.com
55
WEALTH ENHANCEMENT ADVISORY SERVICES, LLC — added office(s): 144 -> 184 additional locations. IAPD ↗
$122.19B RAUM · 850 reps · 763-417-1700 · wealthenhancement.com
55
SAGE FINANCIAL GROUP INC. — added office(s): 1 -> 2 additional locations. IAPD ↗
$4.29B RAUM · 21 reps · 484-342-4400
55
SEQUOIA FINANCIAL GROUP, L.L.C. — added office(s): 36 -> 38 additional locations. IAPD ↗
$32.24B RAUM · 195 reps · 330-375-9480
55
HOWARD CAPITAL MANAGEMENT, INC. — added office(s): 3 -> 4 additional locations. IAPD ↗
$8.01B RAUM · 10 reps · 770-642-4902 · howardcmetfs.com
55
SILVERCREST ASSET MANAGEMENT GROUP LLC — added office(s): 6 -> 7 additional locations. IAPD ↗
$28.33B RAUM · 92 reps · 212-649-0600
55
MAIN MANAGEMENT, LLC — added office(s): 4 -> 6 additional locations. IAPD ↗
$1.90B RAUM · 25 reps · 415-217-5800
55
PINKERTON WEALTH PARTNERS — added office(s): 4 -> 6 additional locations. IAPD ↗
$1.44B RAUM · 16 reps · 800-634-2008
55
WEALTHSPIRE RETIREMENT ADVISORY — added office(s): 44 -> 50 additional locations. IAPD ↗
$38.61B RAUM · 139 reps · 949.460.9898 · wealthspire.com
55
LIGHTHOUSE FINANCIAL ADVISORS, INC. — added office(s): 0 -> 1 additional locations. IAPD ↗
$1.11B RAUM · 7 reps · (732) 747-6680 · lfadvisors.com
55
SCS CAPITAL MANAGEMENT LLC — added office(s): 10 -> 12 additional locations. IAPD ↗
$48.65B RAUM · 99 reps · 617-204-6400 · focusfinancialpartners.com
55
RETIREMENT PLAN ADVISORS, LLC — added office(s): 28 -> 30 additional locations. IAPD ↗
$3.54B RAUM · 47 reps · 312-701-1100 · retirementplanadvisors.com
55
BROWN ADVISORY INVESTMENT SOLUTIONS GROUP LLC — added office(s): 6 -> 7 additional locations. IAPD ↗
$9.84B RAUM · 18 reps · 410-537-5400
55
JFG FAMILY OFFICE — added office(s): 1 -> 2 additional locations. IAPD ↗
$4.53B RAUM · 35 reps · 720-475-1195
55
INDEPENDENT FINANCIAL PARTNERS — added office(s): 155 -> 171 additional locations. IAPD ↗
$16.29B RAUM · 302 reps · 813-341-0960 · tampafinancialgroup.com
55
VALEO FINANCIAL ADVISORS, LLC — added office(s): 9 -> 16 additional locations. IAPD ↗
$12.96B RAUM · 119 reps · 317.218.6000
55
APRIO WEALTH MANAGEMENT, LLC — added office(s): 14 -> 15 additional locations. IAPD ↗
$4.15B RAUM · 32 reps · 404-892-9651 · wealth.aprio.com
55
SUMMITRY, LLC — added office(s): 1 -> 2 additional locations. IAPD ↗
$3.35B RAUM · 20 reps · 650-212-2240 · summitry.com
55
ABACUS WEALTH PARTNERS — added office(s): 27 -> 31 additional locations. IAPD ↗
$3.58B RAUM · 37 reps · 888-422-2287 · doneby60.com
55
MCF ADVISORS, LLC — added office(s): 3 -> 4 additional locations. IAPD ↗
$4.68B RAUM · 30 reps · 859-967-0999
55
CSENGE ADVISORY GROUP, LLC — added office(s): 27 -> 36 additional locations. IAPD ↗
$3.17B RAUM · 67 reps · 727-437-6000
55
BASSO CAPITAL MANAGEMENT, L.P. — added office(s): 2 -> 3 additional locations. IAPD ↗
$2.56B RAUM · 6 reps · 203 352-6100 · bassocap.com
55
WATERLOO CAPITAL — added office(s): 9 -> 11 additional locations. IAPD ↗
$2.26B RAUM · 44 reps · 512-777-5900 · elementconsultants.com
55
CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC. — added office(s): 2260 -> 2339 additional locations. IAPD ↗
$138.69B RAUM · 3496 reps · 641-472-5100 · cambridgestronger.com
55
CURI CAPITAL, LLC — added office(s): 9 -> 10 additional locations. IAPD ↗
$11.58B RAUM · 106 reps · 312-993-5800
55
UNITED CAPITAL FINANCIAL ADVISORS — added office(s): 41 -> 46 additional locations. IAPD ↗
$24.65B RAUM · 162 reps · 972-822-2055
55
STERLING CAPITAL MANAGEMENT LLC — added office(s): 4 -> 10 additional locations. IAPD ↗
$69.23B RAUM · 64 reps · 704-927-4175 · sterlingcapital.com
55
FOUNDERS FINANCIAL SECURITIES, LLC — added office(s): 62 -> 68 additional locations. IAPD ↗
$4.14B RAUM · 101 reps · 410-308-9988 · dreambridgeplanning.com
55
NAVY FEDERAL INVESTMENT SERVICES, LLC — added office(s): 70 -> 78 additional locations. IAPD ↗
$2.10B RAUM · 147 reps · 703-206-1517 · navyfederal.org
55
SPROTT ASSET MANAGEMENT USA INC. — added office(s): 2 -> 4 additional locations. IAPD ↗
$10.12B RAUM · 35 reps · 203-656-2400 · sprott.com
55
MARINER — added office(s): 115 -> 130 additional locations. IAPD ↗
$125.41B RAUM · 933 reps · 913-904-5700 · partnerwithmariner.com
55
HARDY REED, LLC — added office(s): 1 -> 2 additional locations. IAPD ↗
$2.89B RAUM · 12 reps · 662-823-4722 · hardyreed.com
55
FIRST PACIFIC ADVISORS, LP — added office(s): 12 -> 17 additional locations. IAPD ↗
$32.00B RAUM · 21 reps · 800-982-4372 · fpag.fpa.com
55
TRUENORTH WEALTH — added office(s): 3 -> 4 additional locations. IAPD ↗
$1.27B RAUM · 10 reps · 801-274-1820
55
MERIT FINANCIAL ADVISORS — added office(s): 59 -> 65 additional locations. IAPD ↗
$23.88B RAUM · 229 reps · 678-867-7050
55
SIKICH FINANCIAL — added office(s): 9 -> 10 additional locations. IAPD ↗
$1.18B RAUM · 18 reps · 217-862-1843 · sikich.com
55
KEATING FINANCIAL ADVISORY SERVICES — added office(s): 6 -> 8 additional locations. IAPD ↗
$1.45B RAUM · 25 reps · 785-537-0366 · theweddleteam.com
55
BELPOINTE ASSET MANAGEMENT LLC — added office(s): 107 -> 113 additional locations. IAPD ↗
$7.58B RAUM · 151 reps · 2036293300 · belpointe.com
55
COMPOSITION WEALTH, LLC — added office(s): 11 -> 19 additional locations. IAPD ↗
$9.47B RAUM · 63 reps · (310) 246-1243 · composition.com
55
ROYAL FUND MANAGEMENT, LLC — added office(s): 87 -> 95 additional locations. IAPD ↗
$1.56B RAUM · 83 reps · 352-750-1637
55
INDEPENDENT SOLUTIONS WEALTH MANAGEMENT, LLC — added office(s): 1 -> 3 additional locations. IAPD ↗
$1.54B RAUM · 26 reps · 716-568-8566 · iswealthmanagement.com
55
TBH GLOBAL ASSET MANAGEMENT, LLC — added office(s): 4 -> 5 additional locations. IAPD ↗
$1.48B RAUM · 0 reps · 615-690-4820
55
ADVISORY SERVICES NETWORK — added office(s): 84 -> 117 additional locations. IAPD ↗
$10.60B RAUM · 247 reps · 770-352-0449
55
FORT POINT CAPITAL PARTNERS LLC — added office(s): 1 -> 4 additional locations. IAPD ↗
$2.89B RAUM · 17 reps · (415) 449-0570 · fortpointcap.com
55
BENJAMIN F. EDWARDS & COMPANY, INCORPORATED — added office(s): 95 -> 100 additional locations. IAPD ↗
$18.92B RAUM · 450 reps · 314-726-1600
55
MERCER GLOBAL ADVISORS INC. — added office(s): 107 -> 257 additional locations. IAPD ↗
$84.40B RAUM · 632 reps · (888) 885-8101
55
MILLER TABAK ASSET MANAGEMENT — added office(s): 0 -> 2 additional locations. IAPD ↗
$1.24B RAUM · 3 reps · 212-850-8103 · millertabakam.com
55
GEOWEALTH MANAGEMENT LLC — added office(s): 0 -> 1 additional locations. IAPD ↗
$17.57B RAUM · 20 reps · (312) 219-9160
55
KRILOGY — added office(s): 4 -> 5 additional locations. IAPD ↗
$5.20B RAUM · 65 reps · 314-884-2800
55
EVERMAY WEALTH MANAGEMENT, LLC — added office(s): 4 -> 5 additional locations. IAPD ↗
$1.33B RAUM · 17 reps · 703 822-5696
55
IRONVIEW CAPITAL MANAGEMENT, LLC — added office(s): 5 -> 6 additional locations. IAPD ↗
$1.39B RAUM · 9 reps · 215-793-0111 · ironview.com
55
CARNEGIE INVESTMENT COUNSEL — added office(s): 9 -> 10 additional locations. IAPD ↗
$7.51B RAUM · 39 reps · 216-367-4114
55
SENTRY, LLC — added office(s): 0 -> 1 additional locations. IAPD ↗
$2.33B RAUM · 3 reps · 901-820-0515 · sentryllc.com
55
CAPITAL WEALTH PLANNING, LLC — added office(s): 0 -> 1 additional locations. IAPD ↗
$17.25B RAUM · 6 reps · 239-593-2100
55
C2 PRIVATE WEALTH — added office(s): 3 -> 4 additional locations. IAPD ↗
$1.82B RAUM · 11 reps · 248-567-6688 · c2privatewealth.com
55
CERITY PARTNERS LLC — added office(s): 55 -> 66 additional locations. IAPD ↗
$161.68B RAUM · 1102 reps · 212-850-4260
55
VERUS CAPITAL PARTNERS, LLC — added office(s): 27 -> 31 additional locations. IAPD ↗
$2.29B RAUM · 45 reps · 480-990-3719 · veruscapitalpartners.com
55
ANDINA ADVISORS — added office(s): 2 -> 4 additional locations. IAPD ↗
$1.26B RAUM · 13 reps · (435) 250 3700 · andinaadvisors.com
55
BTG PACTUAL ASSET MANAGEMENT US , LLC — added office(s): 8 -> 10 additional locations. IAPD ↗
$30.11B RAUM · 108 reps · 212-293-4600
55
COASTAL BRIDGE ADVISORS — added office(s): 5 -> 6 additional locations. IAPD ↗
$5.02B RAUM · 25 reps · 203-683-1530 · focusfinancialpartners.com
55
EMPIRICAL WEALTH MANAGEMENT — added office(s): 14 -> 17 additional locations. IAPD ↗
$8.43B RAUM · 57 reps · 206-923-3474
55
STRATOS WEALTH PARTNERS, LTD — added office(s): 101 -> 170 additional locations. IAPD ↗
$18.65B RAUM · 352 reps · 440-519-2500 · rileyecholswealthmanagement.com
55
SOLTIS INVESTMENT ADVISORS, LLC — added office(s): 12 -> 13 additional locations. IAPD ↗
$12.04B RAUM · 63 reps · 435-674-1600 · soltisadvisors.com
55
UNIPLAN INVESTMENT COUNSEL, INC. — added office(s): 1 -> 5 additional locations. IAPD ↗
$1.04B RAUM · 10 reps · 262-534-3000 · uniplanic.com
55
PRIVATE ADVISOR GROUP, LLC — added office(s): 461 -> 476 additional locations. IAPD ↗
$44.33B RAUM · 670 reps · 973-538-7010
55
NUVEEN ASSET MANAGEMENT, LLC — added office(s): 19 -> 28 additional locations. IAPD ↗
$280.48B RAUM · 296 reps · 312-917-7700
55
MODERA WEALTH MANAGEMENT, LLC — added office(s): 28 -> 30 additional locations. IAPD ↗
$17.68B RAUM · 106 reps · (201) 768-4600 · napfa.org
55
PROSPERITY CAPITAL ADVISORS — added office(s): 39 -> 41 additional locations. IAPD ↗
$4.39B RAUM · 98 reps · 888-240-0064
55
ALPHASTAR CAPITAL MANAGEMENT — added office(s): 66 -> 86 additional locations. IAPD ↗
$2.50B RAUM · 130 reps · 855-340-2514 · alphastarcm.com
55
ADVISORY ALPHA, LLC — added office(s): 24 -> 27 additional locations. IAPD ↗
$4.37B RAUM · 61 reps · 866-530-1400 · advisoryalpha.com
55
RFG ADVISORY, LLC — added office(s): 61 -> 71 additional locations. IAPD ↗
$6.81B RAUM · 162 reps · 205-397-2450
55
ASCENT WEALTH PARTNERS, LLC — added office(s): 2 -> 3 additional locations. IAPD ↗
$1.52B RAUM · 15 reps · 315-624-7300 · ascentwealthpartners.com
55
EFG PRIVATE WEALTH MANAGEMENT (AMERICAS) CORP. — added office(s): 0 -> 1 additional locations. IAPD ↗
$2.30B RAUM · 25 reps · 305-482-8000 · efginternational.com
55
CWA ASSET MANAGEMENT GROUP — added office(s): 2 -> 4 additional locations. IAPD ↗
$4.51B RAUM · 35 reps · 239-434-7434
55
CGN ADVISORS, LLC — added office(s): 32 -> 34 additional locations. IAPD ↗
$1.60B RAUM · 41 reps · 910-333-6659 · stowersfinancialplanning.com
55
ANGELES WEALTH MANAGEMENT, LLC — added office(s): 2 -> 3 additional locations. IAPD ↗
$2.81B RAUM · 13 reps · 310-393-6300 · angeleswealth.com
55
ROTHSCHILD WEALTH LLC — added office(s): 1 -> 2 additional locations. IAPD ↗
$1.70B RAUM · 23 reps · 630-448-5711
55
ASA MANAGED ACCOUNT MANAGERS LLC — added office(s): 0 -> 1 additional locations. IAPD ↗
$1.06B RAUM · 0 reps · 952 847-2450 · asallc.com
55
CORNERSTONE WEALTH MANAGEMENT, LLC — added office(s): 42 -> 45 additional locations. IAPD ↗
$4.93B RAUM · 102 reps · (314) 394-1670
55
STEELPEAK WEALTH, LLC — added office(s): 10 -> 12 additional locations. IAPD ↗
$4.15B RAUM · 35 reps · (818) 835-8720 · steelpeak.com
55
STRATEGIC WEALTH INVESTMENT GROUP, LLC — added office(s): 17 -> 19 additional locations. IAPD ↗
$1.38B RAUM · 41 reps · 502-412-3354
55
IBEX WEALTH ADVISORS, LLC — added office(s): 1 -> 2 additional locations. IAPD ↗
$1.28B RAUM · 5 reps · 908-849-4800
55
LAFLEUR & GODFREY PRIVATE WEALTH MANAGEMENT — added office(s): 0 -> 1 additional locations. IAPD ↗
$1.02B RAUM · 6 reps · 616-942-1580 · lafleurgodfrey.com
55
FOURSTAR WEALTH ADVISORS, LLC — added office(s): 27 -> 28 additional locations. IAPD ↗
$1.42B RAUM · 37 reps · (312) 667-1750 · timeto.planyourexitstrategy.com
55
ARENA CAPITAL ADVISORS — added office(s): 0 -> 1 additional locations. IAPD ↗
$5.33B RAUM · 9 reps · 310-806-6700
55
APELLA WEALTH — added office(s): 29 -> 36 additional locations. IAPD ↗
$9.78B RAUM · 93 reps · 860.785.2260
55
VALOR ADVISORS LLC — added office(s): 0 -> 1 additional locations. IAPD ↗
$4.01B RAUM · 8 reps · 305-424-1432 · valorad.com
55
ENVESTNET RETIREMENT SOLUTIONS, LLC — added office(s): 0 -> 1 additional locations. IAPD ↗
$16.30B RAUM · 15 reps · 1-866-318-4015 · envestnet.com
55
SYMPHONY FINANCIAL, LTD. CO. — added office(s): 5 -> 6 additional locations. IAPD ↗
$1.35B RAUM · 23 reps · 281-272-6800 · thegreensagegroup.com
55
INTEGRATED ADVISORS NETWORK LLC — added office(s): 45 -> 47 additional locations. IAPD ↗
$5.52B RAUM · 81 reps · 855-729-4222
55
SPIDERROCK ADVISORS, LLC — added office(s): 2 -> 3 additional locations. IAPD ↗
$9.83B RAUM · 43 reps · (312) 847-0300 · spiderrockadvisors.com
55
FIDUCIARY FINANCIAL ADVISORS — added office(s): 6 -> 15 additional locations. IAPD ↗
$1.33B RAUM · 50 reps · 616-622-3062
55
SVB WEALTH — added office(s): 10 -> 24 additional locations. IAPD ↗
$3.10B RAUM · 36 reps · 6179124485 · firstcitizens.com
55
PINE VALLEY INVESTMENTS — added office(s): 0 -> 1 additional locations. IAPD ↗
$2.67B RAUM · 31 reps · 856-334-8260
55
JOHN HANCOCK PERSONAL FINANCIAL SERVICES, LLC — added office(s): 4 -> 7 additional locations. IAPD ↗
$2.20B RAUM · 15 reps · 617-572-0109 · johnhancock.com
55
INTEGRATED INVESTMENT CONSULTANTS, LLC — added office(s): 0 -> 1 additional locations. IAPD ↗
$1.08B RAUM · 10 reps · 866-433-3581 · integratedic.com
55
WORLD INVESTMENT ADVISORS, LLC — added office(s): 73 -> 124 additional locations. IAPD ↗
$71.64B RAUM · 471 reps · 800-833-1862
55
SUMMIT TRAIL ADVISORS, LLC — added office(s): 12 -> 16 additional locations. IAPD ↗
$19.94B RAUM · 31 reps · 212-812-7010 · summittrail.com
55
GLADSTONE WEALTH PARTNERS — added office(s): 43 -> 51 additional locations. IAPD ↗
$5.68B RAUM · 104 reps · (908)-719-1313
55
LIDO — added office(s): 40 -> 45 additional locations. IAPD ↗
$42.50B RAUM · 235 reps · 800-301-5496 · lidoadvisors.com
55
FIRST NATIONAL ADVISERS, LLC — added office(s): 3 -> 4 additional locations. IAPD ↗
$7.37B RAUM · 20 reps · (800) 538-7298 · fnbo.com
55
INTRUA FINANCIAL — added office(s): 8 -> 26 additional locations. IAPD ↗
$1.75B RAUM · 38 reps · 713-355-9910
55
GIBBS WEALTH MANAGEMENT, LLC — added office(s): 76 -> 127 additional locations. IAPD ↗
$1.06B RAUM · 59 reps · 678-694-8770 · tfswealth.com
55
3EDGE ASSET MANAGEMENT, LP — added office(s): 5 -> 8 additional locations. IAPD ↗
$1.95B RAUM · 12 reps · 844-903-3343
55
INSIGNEO ADVISORY SERVICES, LLC — added office(s): 15 -> 16 additional locations. IAPD ↗
$5.16B RAUM · 178 reps · 305.373.9000 · insigneo.com
55
NICOLET WEALTH MANAGEMENT — added office(s): 10 -> 13 additional locations. IAPD ↗
$4.29B RAUM · 45 reps · 920-430-1400 · nicoletbank.com
55
OREI ADVISORS LP — added office(s): 1 -> 2 additional locations. IAPD ↗
$2.18B RAUM · 24 reps · 650-681-0185 · ohanare.com
55
CLARK ASSET MANAGEMENT, LLC — added office(s): 4 -> 5 additional locations. IAPD ↗
$1.32B RAUM · 6 reps · 603-237-1341
55
INTEGRATED WEALTH CONCEPTS LLC — added office(s): 112 -> 120 additional locations. IAPD ↗
$18.92B RAUM · 491 reps · (781) 890-3045
55
THE FIDUCIARY ALLIANCE — added office(s): 22 -> 23 additional locations. IAPD ↗
$2.53B RAUM · 45 reps · 864-385-7999
55
XML FINANCIAL GROUP — added office(s): 24 -> 25 additional locations. IAPD ↗
$3.30B RAUM · 26 reps · (301) 770-5234 · focusfinancialpartners.com
55
VANGUARD PERSONALIZED INDEXING MANAGEMENT — added office(s): 5 -> 6 additional locations. IAPD ↗
$11.35B RAUM · 5 reps · 844-317-5190
55
CBIZ INVESTMENT ADVISORY SERVICES, LLC — added office(s): 20 -> 23 additional locations. IAPD ↗
$12.76B RAUM · 87 reps · 216-447-9000
55
STRATEGIC GLOBAL ADVISORS, LLC — added office(s): 1 -> 2 additional locations. IAPD ↗
$3.03B RAUM · 10 reps · 949-706-2640 · sgadvisors.com
55
ACCEL WEALTH MANAGEMENT — added office(s): 2 -> 3 additional locations. IAPD ↗
$1.15B RAUM · 10 reps · 319-596-1101 · acceladvantage.com
55
55IP — added office(s): 1 -> 3 additional locations. IAPD ↗
$36.74B RAUM · 85 reps · 617-960-9559 · 55-ip.com
55
AVESTAR CAPITAL, LLC — added office(s): 1 -> 3 additional locations. IAPD ↗
$2.07B RAUM · 6 reps · 212-706-4140 · avestarcapital.com
55
MERIDIAN WEALTH PARTNERS, LLC — added office(s): 1 -> 2 additional locations. IAPD ↗
$1.37B RAUM · 11 reps · 610-272-4700
55
ALERA INVESTMENT ADVISORS, LLC — added office(s): 23 -> 27 additional locations. IAPD ↗
$5.29B RAUM · 67 reps · (847) 457-3000 · aleragroup.com
55
ATLANTA CONSULTING GROUP ADVISORS, LLC — added office(s): 1 -> 11 additional locations. IAPD ↗
$14.70B RAUM · 10 reps · 888-317-2810
55
WINTHROP WEALTH — added office(s): 17 -> 19 additional locations. IAPD ↗
$3.10B RAUM · 25 reps · 617-530-1010
55
GRYPHON FINANCIAL PARTNERS — added office(s): 1 -> 4 additional locations. IAPD ↗
$2.44B RAUM · 15 reps · 614-929-2880
55
PROCYON — added office(s): 10 -> 23 additional locations. IAPD ↗
$9.20B RAUM · 49 reps · (475) 232-2704
55
VERDENCE CAPITAL ADVISORS, LLC — added office(s): 5 -> 6 additional locations. IAPD ↗
$4.63B RAUM · 29 reps · 410-472-5380 · verdence.com
55
SHEPHERD FINANCIAL INVESTMENT ADVISORY LLC — added office(s): 5 -> 6 additional locations. IAPD ↗
$6.18B RAUM · 31 reps · 317-975-5033
55
PRIME CAPITAL FINANCIAL — added office(s): 83 -> 87 additional locations. IAPD ↗
$39.14B RAUM · 266 reps · (800) 493-6226
55
INTEGRITY ADVISORY SOLUTIONS — added office(s): 71 -> 100 additional locations. IAPD ↗
$1.10B RAUM · 108 reps · (214) 919-2165 · integritywealthsolutions.com
55
ARKADIOS WEALTH ADVISORS — added office(s): 64 -> 104 additional locations. IAPD ↗
$8.79B RAUM · 151 reps · 404-445-0035
55
ROCKEFELLER CAPITAL MANAGEMENT — added office(s): 64 -> 67 additional locations. IAPD ↗
$99.60B RAUM · 815 reps · 212-549-5100
55
CX INSTITUTIONAL, LLC — added office(s): 14 -> 15 additional locations. IAPD ↗
$4.46B RAUM · 73 reps · 260-927-1830 · credentwealth.com
55
ROCKEFELLER CAPITAL MANAGEMENT — added office(s): 47 -> 51 additional locations. IAPD ↗
$36.76B RAUM · 372 reps · 212-549-5100 · rockco.com
55
SOVEREIGN FINANCIAL GROUP, INC. — added office(s): 22 -> 24 additional locations. IAPD ↗
$1.08B RAUM · 23 reps · (888) 765-8180
55
ATOM INVESTORS LP — added office(s): 0 -> 1 additional locations. IAPD ↗
$6.83B RAUM · 8 reps · (737) 249-0292 · atomlp.com
55
CENTURA WEALTH ADVISORY — added office(s): 2 -> 3 additional locations. IAPD ↗
$1.20B RAUM · 19 reps · 858-771-9500
55
DECISIONPOINT FINANCIAL, LLC — added office(s): 1 -> 2 additional locations. IAPD ↗
$1.22B RAUM · 14 reps · 480-553-6249 · dp457b.com
55
DAKOTA WEALTH, LLC — added office(s): 18 -> 21 additional locations. IAPD ↗
$6.94B RAUM · 61 reps · (561) 774-8101 · dakotawm.com
55
QUANTINNO CAPITAL MANAGEMENT LP — added office(s): 0 -> 1 additional locations. IAPD ↗
$60.91B RAUM · 13 reps · (212) 812-8471
55
SUMMIT FINANCIAL, LLC — added office(s): 47 -> 107 additional locations. IAPD ↗
$22.47B RAUM · 216 reps · 973-285-3600 · lbellwealth.com
55
KINTRA WEALTH, LLC — added office(s): 1 -> 3 additional locations. IAPD ↗
$1.50B RAUM · 28 reps · 570-601-6960 · evergreenwealthsolutions.com
55
TRANSCEND CAPITAL ADVISORS, LLC — added office(s): 3 -> 4 additional locations. IAPD ↗
$2.91B RAUM · 27 reps · (973) 370-3203
55
INDEPENDENCE SQUARE HOLDINGS, LLC — added office(s): 10 -> 13 additional locations. IAPD ↗
$1.83B RAUM · 37 reps · 610-520-1500
55
RESOLUTE PARTNERS GROUP — added office(s): 4 -> 5 additional locations. IAPD ↗
$1.91B RAUM · 5 reps · 415-699-0309
55
SIGNAL ADVISORS WEALTH, LLC — added office(s): 18 -> 19 additional locations. IAPD ↗
$1.69B RAUM · 37 reps · 1-866-774-4625
55
AMERICANA PARTNERS, LLC — added office(s): 10 -> 11 additional locations. IAPD ↗
$9.10B RAUM · 34 reps · 713-429-5552 · americanapartners.podbean.com
55
IEQ CAPITAL, LLC — added office(s): 14 -> 16 additional locations. IAPD ↗
$56.77B RAUM · 193 reps · 650-581-9807 · ieqcapital.com
55
FIDELITY INSTITUTIONAL WEALTH ADVISER LLC — added office(s): 10 -> 11 additional locations. IAPD ↗
$9.38B RAUM · 101 reps · 617-563-7000
55
PTMA INVESTMENT ADVISORS — added office(s): 10 -> 13 additional locations. IAPD ↗
$30.59B RAUM · 81 reps · 630-657-6400 · pmanetwork.com
55
VENTURE VISIONARY PARTNERS LLC — added office(s): 1 -> 4 additional locations. IAPD ↗
$5.24B RAUM · 18 reps · (419) 464-7401
55
GUARDIAN WEALTH ADVISORS, LLC — added office(s): 12 -> 13 additional locations. IAPD ↗
$2.74B RAUM · 30 reps · 919-249-1810 · valleypeakfinancial.com
55
MARINER INDEPENDENT — added office(s): 50 -> 55 additional locations. IAPD ↗
$7.34B RAUM · 106 reps · 913-904-5700
55
FERMATA ADVISORS — added office(s): 4 -> 5 additional locations. IAPD ↗
$1.01B RAUM · 13 reps · (707) 938-7414 · richfinancial.com
55
WEDMONT PRIVATE CAPITAL — added office(s): 8 -> 9 additional locations. IAPD ↗
$3.44B RAUM · 11 reps · (610) 885-8200 · wedmont.com
55
HAYS FINANCIAL GROUP, LLC — added office(s): 2 -> 3 additional locations. IAPD ↗
$7.45B RAUM · 6 reps · (612) 373-9863
55
NEW EDGE WEALTH — added office(s): 14 -> 18 additional locations. IAPD ↗
$19.93B RAUM · 99 reps · 2034242262
55
MAYFLOWER ADVISORS — added office(s): 6 -> 7 additional locations. IAPD ↗
$5.82B RAUM · 27 reps · 617-259-1767
55
BERGER FINANCIAL GROUP — added office(s): 8 -> 9 additional locations. IAPD ↗
$2.95B RAUM · 57 reps · 763-746-2666 · indfinco.com
55
SEASONS OF ADVICE WEALTH MANAGEMENT — added office(s): 0 -> 2 additional locations. IAPD ↗
$1.22B RAUM · 12 reps · 212-977-3111 · soaplanning.com
55
CONFLUENCE FINANCIAL PARTNERS — added office(s): 7 -> 8 additional locations. IAPD ↗
$6.84B RAUM · 38 reps · 724-271-8801
55
HILL INVESTMENT GROUP — added office(s): 6 -> 7 additional locations. IAPD ↗
$1.35B RAUM · 8 reps · 314-448-4023
55
KERA CAPITAL PARTNERS — added office(s): 3 -> 4 additional locations. IAPD ↗
$1.36B RAUM · 8 reps · 408-668-2201
55
FIFTH THIRD WEALTH ADVISORS LLC — added office(s): 10 -> 12 additional locations. IAPD ↗
$7.80B RAUM · 58 reps · (513) 268-8380
55
T.ROWE PRICE INVESTMENT MANAGEMENT, INC. — added office(s): 5 -> 6 additional locations. IAPD ↗
$204.18B RAUM · 105 reps · 410-345-2000 · troweprice.com
55
ARS WEALTH ADVISORS — added office(s): 3 -> 4 additional locations. IAPD ↗
$1.64B RAUM · 16 reps · 727-322-7681 · focusfinancialpartners.com
55
BELZBERG & CO. — added office(s): 0 -> 1 additional locations. IAPD ↗
$2.33B RAUM · 14 reps · 212-390-9768
55
O'HAGAN GROUP, INC. — added office(s): 1 -> 2 additional locations. IAPD ↗
$1.25B RAUM · 10 reps · 610-625-8855 · theohagangroup.net
55
HIGHPOINT PLANNING PARTNERS — added office(s): 64 -> 67 additional locations. IAPD ↗
$4.78B RAUM · 102 reps · 630-719-9222
55
CALLAN FAMILY OFFICE, LLC — added office(s): 12 -> 14 additional locations. IAPD ↗
$10.21B RAUM · 15 reps · (877) 506-7990
55
CITRIN COOPERMAN WEALTH MANAGEMENT, LLC — added office(s): 3 -> 4 additional locations. IAPD ↗
$1.70B RAUM · 9 reps · 212-697-1000
55
SAVVY — added office(s): 42 -> 126 additional locations. IAPD ↗
$5.00B RAUM · 101 reps · 833-745-6789 · savvywealth.com
55
VESTGEN ADVISORS, LLC — added office(s): 14 -> 16 additional locations. IAPD ↗
$6.67B RAUM · 58 reps · 312-237-4446 · vestgen.com
55
CONCENTRIC — added office(s): 2 -> 3 additional locations. IAPD ↗
$13.91B RAUM · 16 reps · 888-265-2257 · concentricinnovation.com
55
BUCK WEALTH STRATEGIES, LLC — added office(s): 11 -> 15 additional locations. IAPD ↗
$1.64B RAUM · 39 reps · 888-210-6567
55
GATEWAY WEALTH PARTNERS, LLC — added office(s): 24 -> 25 additional locations. IAPD ↗
$2.28B RAUM · 83 reps · (920) 731-9293
55
BEAUMONT FINANCIAL PARTNERS — added office(s): 1 -> 3 additional locations. IAPD ↗
$3.76B RAUM · 15 reps · 781-400-2800
55
CONCURRENT INVESTMENT ADVISORS, LLC — added office(s): 43 -> 72 additional locations. IAPD ↗
$15.73B RAUM · 163 reps · 813-709-8800 · famwealthsolutions.com
55
UNITED ADVISOR GROUP — added office(s): 29 -> 32 additional locations. IAPD ↗
$1.43B RAUM · 51 reps · 888-242-4912 · orcuttfinancial.com
55
UPTICK PARTNERS, LLC — added office(s): 5 -> 6 additional locations. IAPD ↗
$1.06B RAUM · 25 reps · (936) 800-0800
55
MODERN WEALTH MANAGEMENT, LLC — added office(s): 17 -> 22 additional locations. IAPD ↗
$10.90B RAUM · 102 reps · 913-393-1000 · ogrizovichfinancial.site
55
SAPIENT CAPITAL LLC — added office(s): 3 -> 4 additional locations. IAPD ↗
$13.76B RAUM · 30 reps · (317) 719-0157 · sapientcapital.com
55
VICTORY FINANCIAL — added office(s): 25 -> 31 additional locations. IAPD ↗
$1.34B RAUM · 47 reps · (512) 763-7671 · steadfastwealthplanning.com
55
MIDLAND WEALTH MANAGEMENT — added office(s): 6 -> 9 additional locations. IAPD ↗
$3.16B RAUM · 19 reps · 312-660-6516
55
PORTSIDE WEALTH GROUP, LLC — added office(s): 36 -> 42 additional locations. IAPD ↗
$1.43B RAUM · 47 reps · 385-412-1222 · cache-financial.com
55
FIRST MANHATTAN CO. LLC — added office(s): 1 -> 4 additional locations. IAPD ↗
$38.09B RAUM · 51 reps · 212-756-3300
55
COREVISION FINANCIAL GROUP — added office(s): 2 -> 3 additional locations. IAPD ↗
$1.15B RAUM · 6 reps · 317-398-8200 · corevisionfg.com
55
CASCADE FINANCIAL PARTNERS, LLC — added office(s): 0 -> 1 additional locations. IAPD ↗
$1.38B RAUM · 6 reps · 858-379-6701 · cascadefinancialpartners.com
55
GC WEALTH MANAGEMENT RIA, LLC — added office(s): 4 -> 5 additional locations. IAPD ↗
$5.83B RAUM · 34 reps · 617-234-7000 · generalcatalyst.com
55
SPIREPOINT PRIVATE CLIENT, LLC — added office(s): 1 -> 2 additional locations. IAPD ↗
$1.44B RAUM · 8 reps · 772-316-1271 · spirepointpc.com
55
FORZA INVESTMENT GROUP, LP — added office(s): 0 -> 1 additional locations. IAPD ↗
$3.94B RAUM · 6 reps · 973-315-5394 · forza-ig.com
55
SOVRAN ADVISORS, LLC — added office(s): 5 -> 7 additional locations. IAPD ↗
$1.87B RAUM · 60 reps · 619-281-9890
55
TOPSAIL WEALTH MANAGEMENT LLC — added office(s): 1 -> 2 additional locations. IAPD ↗
$1.31B RAUM · 4 reps · 980-308-9901 · topsailwealthmanagement.com
55
SERENUS WEALTH ADVISORS, LLC — added office(s): 0 -> 1 additional locations. IAPD ↗
$1.47B RAUM · 6 reps · 917-539-2411 · serenusadvisors.com
55
BURLING WEALTH PARTNERS — added office(s): 0 -> 1 additional locations. IAPD ↗
$1.00B RAUM · 7 reps · 1-312-825-0262 · burlingwp.com
55
PROVENIO CAPITAL — added office(s): 0 -> 1 additional locations. IAPD ↗
$1.63B RAUM · 6 reps · (949) 301-9060
55
VERITA STRATEGIC WEALTH PARTNERS, LLC — added office(s): 1 -> 2 additional locations. IAPD ↗
$1.01B RAUM · 5 reps · 4155204345 · veritawealth.com
55
SUMMIT WEALTH GROUP — added office(s): 9 -> 10 additional locations. IAPD ↗
$2.31B RAUM · 29 reps · 7196334033 · summitwealthgroup.com
55
ACTIV8 FAMILY OFFICE LLC — added office(s): 0 -> 1 additional locations. IAPD ↗
$1.54B RAUM · 6 reps · 978-870-0255 · activ8familyoffice.com
55
STONEBRIDGE FINANCIAL GROUP, LLC — added office(s): 0 -> 1 additional locations. IAPD ↗
$2.40B RAUM · 7 reps · 314-729-9500 · stonebridgefin.com
55
FS DIGITAL INFRASTRUCTURE ADVISOR, LLC — added office(s): 0 -> 1 additional locations. IAPD ↗
$3.21B RAUM · 10 reps · 215-220-6651 · podcastaddict.com
53
COLLIERS SECURITIES LLC — added office(s): 6 -> 7 additional locations. IAPD ↗
$329.6M RAUM · 18 reps · 612-376-4000 · colliers.com
53
W&S BROKERAGE SERVICES, INC. — added office(s): 51 -> 69 additional locations. IAPD ↗
$257.2M RAUM · 86 reps · 800-257-2135
53
LIFEMARK SECURITIES CORP. — added office(s): 66 -> 74 additional locations. IAPD ↗
$424.9M RAUM · 78 reps · 585-424-5672 · lifemark.com
53
CHAPIN DAVIS ASSET MANAGEMENT — added office(s): 12 -> 13 additional locations. IAPD ↗
$642.8M RAUM · 21 reps · 410-435-3200
53
UNITED BROKERAGE SERVICES INC — added office(s): 79 -> 80 additional locations. IAPD ↗
$372.3M RAUM · 55 reps · 888-424-6158 · united-brokerage.com
53
NORTHLAND ASSET MANAGEMENT — added office(s): 1 -> 2 additional locations. IAPD ↗
$405.5M RAUM · 22 reps · 800-851-2920 · northlandsecurities.com
53
B.B. GRAHAM & COMPANY, INC. — added office(s): 9 -> 10 additional locations. IAPD ↗
$321.7M RAUM · 32 reps · (714) 628-5200 · bbgraham.com
53
JLB & ASSOCIATES INC — added office(s): 1 -> 2 additional locations. IAPD ↗
$892.7M RAUM · 3 reps · 734-454-9191 · jlbinvest.com
53
FIRST FINANCIAL ADVISORY SERVICES INC — added office(s): 1 -> 2 additional locations. IAPD ↗
$278.0M RAUM · 7 reps · 401-596-0193
53
BIRCHBROOK — added office(s): 0 -> 1 additional locations. IAPD ↗
$296.5M RAUM · 5 reps · 207-990-1117 · birchbrook.com
53
VANTAGE FINANCIAL GROUP, INC. — added office(s): 5 -> 6 additional locations. IAPD ↗
$866.9M RAUM · 22 reps · 216-642-7878 · vanfin.com
53
DHJJ FINANCIAL ADVISORS — added office(s): 3 -> 8 additional locations. IAPD ↗
$623.4M RAUM · 8 reps · 630-420-1360 · dhjjfinancial.com
53
PENNSYLVANIA CAPITAL MANAGEMENT INC. — added office(s): 5 -> 6 additional locations. IAPD ↗
$848.6M RAUM · 4 reps · 215-881-7700
53
PARK PLACE CAPITAL CORPORATION — added office(s): 2 -> 4 additional locations. IAPD ↗
$879.2M RAUM · 7 reps · 800-459-9084 · nashcap.com
53
AVISO WEALTH MANAGEMENT — added office(s): 7 -> 8 additional locations. IAPD ↗
$621.3M RAUM · 9 reps · 877-633-1210 · avisowealthmanagement.com
53
SMH CAPITAL ADVISORS LLC — added office(s): 1 -> 2 additional locations. IAPD ↗
$503.1M RAUM · 2 reps · 817-569-7000 · smhca.com
53
FIRST AFFIRMATIVE FINANCIAL NETWORK LLC — added office(s): 7 -> 8 additional locations. IAPD ↗
$905.2M RAUM · 12 reps · 719-478-7036
53
RUSSELL CAPITAL MANAGEMENT, LLC — added office(s): 0 -> 1 additional locations. IAPD ↗
$275.0M RAUM · 4 reps · 859-254-5225
53
KEELER THOMAS MANAGEMENT LLC — added office(s): 0 -> 1 additional locations. IAPD ↗
$305.5M RAUM · 7 reps · 801-226-0800 · keelerthomas.com
53
STEPHENSON AND COMPANY, INC. — added office(s): 0 -> 1 additional locations. IAPD ↗
$447.0M RAUM · 3 reps · 949-727-4255 · stephensonfinancial.com
53
MWA FINANCIAL SERVICES, INC. — added office(s): 97 -> 104 additional locations. IAPD ↗
$640.0M RAUM · 164 reps · 309-558-3100
53
PATRICK M. SWEENEY & ASSOCIATES, INC — added office(s): 0 -> 1 additional locations. IAPD ↗
$252.5M RAUM · 2 reps · 847 277-7771 · patrickmsweeney.com
53
OVERRIDGE WEALTH ADVISORS — added office(s): 1 -> 2 additional locations. IAPD ↗
$368.2M RAUM · 9 reps · 817-738-1451
53
TRANSITION FINANCIAL ADVISORS GROUP, LLC — added office(s): 2 -> 3 additional locations. IAPD ↗
$300.6M RAUM · 5 reps · (480) 722-9414 · transitionfinancial.ca
53
HEFFERNAN ADVISORY, INC. — added office(s): 3 -> 6 additional locations. IAPD ↗
$409.6M RAUM · 5 reps · 928-774-9598
53
AMERANT INVESTMENTS, INC. — added office(s): 6 -> 7 additional locations. IAPD ↗
$782.4M RAUM · 22 reps · 305-460-8599 · amerantinvestments.marstone.com
53
SQUIRE WEALTH ADVISORS — added office(s): 1 -> 2 additional locations. IAPD ↗
$586.7M RAUM · 13 reps · 801-226-7722 · squireinvestment.com
53
BURNS MATTESON CAPITAL MANAGEMENT, LLC — added office(s): 1 -> 2 additional locations. IAPD ↗
$400.4M RAUM · 5 reps · 607-937-9282 · burnsmatteson.com
53
LOUNTZIS ASSET MANAGEMENT, LLC — added office(s): 4 -> 5 additional locations. IAPD ↗
$624.1M RAUM · 3 reps · (610) 375-2585 · lountzis.com
53
VERMILLION FINANCIAL ADVISORS, INC. — added office(s): 0 -> 1 additional locations. IAPD ↗
$386.7M RAUM · 5 reps · 847-382-9999 · vermillionfinancial.com
53
HORTER INVESTMENT MANAGEMENT, LLC — added office(s): 21 -> 22 additional locations. IAPD ↗
$314.5M RAUM · 29 reps · 513-984-9933
53
CLIENTFIRST WEALTH MANAGEMENT, LLC — added office(s): 0 -> 1 additional locations. IAPD ↗
$302.8M RAUM · 2 reps · (501) 603-0406
53
WEBSTERROGERS FINANCIAL ADVISORS, LLC — added office(s): 2 -> 3 additional locations. IAPD ↗
$460.5M RAUM · 7 reps · 843-665-6321 · wrfasc.com
53
CARMEL CAPITAL PARTNERS, LLC — added office(s): 3 -> 4 additional locations. IAPD ↗
$434.3M RAUM · 5 reps · 858-457-7544
53
OMNI 360 WEALTH, INC. — added office(s): 0 -> 3 additional locations. IAPD ↗
$425.7M RAUM · 5 reps · 609-452-0889 · omni360advisors.com
53
TSW WEALTH MANAGEMENT — added office(s): 0 -> 2 additional locations. IAPD ↗
$279.3M RAUM · 2 reps · 508-655-9303
53
PEAKSTONE FINANCIAL ADVISORS — added office(s): 0 -> 1 additional locations. IAPD ↗
$255.9M RAUM · 3 reps · 301-907-9790 · pfallc.com
53
GRADIENT WEALTH MANAGEMENT — added office(s): 38 -> 46 additional locations. IAPD ↗
$607.9M RAUM · 67 reps · 866-991-1539 · gradientsecurities.com
53
HOPWOOD FINANCIAL SERVICES, INC. — added office(s): 5 -> 6 additional locations. IAPD ↗
$750.3M RAUM · 6 reps · 703-787-0008
53
BUSEY CAPITAL MANAGEMENT, INC. — added office(s): 1 -> 8 additional locations. IAPD ↗
$493.8M RAUM · 19 reps · 217-365-4800
53
PERSIUM ADVISORS, LLC — added office(s): 0 -> 1 additional locations. IAPD ↗
$583.6M RAUM · 11 reps · 678-322-3000 · persiumgroup.com
53
NABITY-JENSEN INVESTMENT MANAGEMENT, INC. — added office(s): 1 -> 2 additional locations. IAPD ↗
$258.5M RAUM · 2 reps · 402-391-1021 · nabityjensen.com
53
MEZZASALMA ADVISORS — added office(s): 0 -> 1 additional locations. IAPD ↗
$534.4M RAUM · 5 reps · 732-842-1120 · mezzadvisors.com
53
CORNERSTONE FINANCIAL GROUP,LLC — added office(s): 2 -> 4 additional locations. IAPD ↗
$292.2M RAUM · 5 reps · 402-758-0700
53
THE MOORINGS GROUP, LLC — added office(s): 0 -> 2 additional locations. IAPD ↗
$439.6M RAUM · 2 reps · 770-395-3366
53
MAD RIVER INVESTORS — added office(s): 0 -> 1 additional locations. IAPD ↗
$403.5M RAUM · 2 reps · 617-728-0333 · mriver.com
53
COMPREHENSIVE WEALTH SOLUTIONS, LLC — added office(s): 1 -> 2 additional locations. IAPD ↗
$374.3M RAUM · 3 reps · 877-294-4979 · cwsglobal.com
53
NORTHEAST PLANNING ASSOCIATES, INC. — added office(s): 33 -> 35 additional locations. IAPD ↗
$414.0M RAUM · 69 reps · (603) 471-0900 · paulhbrock.com
53
MADISON ADVISORY SERVICES, INC. — added office(s): 2 -> 3 additional locations. IAPD ↗
$509.7M RAUM · 11 reps · 914-328-8558 · madisonplanning.com
53
IKE CAPITAL, LLC — added office(s): 1 -> 2 additional locations. IAPD ↗
$257.4M RAUM · 3 reps · 917-825-1536 · ikecapital.com
53
PROSTATIS FINANCIAL ADVISORS GROUP — added office(s): 10 -> 11 additional locations. IAPD ↗
$605.4M RAUM · 16 reps · 410-863-1040
53
TEAM FINANCIAL STRATEGIES — added office(s): 1 -> 2 additional locations. IAPD ↗
$262.0M RAUM · 8 reps · 325-480-1587
53
STRATHMORE CAPITAL ADVISORS — added office(s): 3 -> 7 additional locations. IAPD ↗
$805.0M RAUM · 11 reps · 704-364-4241
53
THE LEGACY FINANCIAL GROUP, INC. — added office(s): 0 -> 2 additional locations. IAPD ↗
$590.7M RAUM · 5 reps · 918-665-0826 · legacyadvisor.net
53
AMERICAN INDEPENDENT SECURITIES GROUP, LLC — added office(s): 28 -> 36 additional locations. IAPD ↗
$986.3M RAUM · 49 reps · 208-489-3131
53
NORTH BERKELEY WEALTH MANAGEMENT, LLC — added office(s): 0 -> 1 additional locations. IAPD ↗
$829.8M RAUM · 11 reps · 510-528-5820
53
BENNETT SELBY INVESTMENTS, L.P. — added office(s): 1 -> 2 additional locations. IAPD ↗
$335.9M RAUM · 2 reps · 617-335-7087 · bennettselby.com
53
DAI WEALTH, LLC — added office(s): 12 -> 15 additional locations. IAPD ↗
$330.0M RAUM · 40 reps · 404-531-7080 · goodcounselwealth.com
53
WEALTH ANALYTICS PARTNERS, LLC — added office(s): 0 -> 5 additional locations. IAPD ↗
$316.0M RAUM · 4 reps · 858-794-2100 · wealthanalytics.com
53
FIRST CITIZENS ASSET MANAGEMENT, INC — added office(s): 22 -> 23 additional locations. IAPD ↗
$465.1M RAUM · 32 reps · 800-229-0205 · firstcitizens.com
53
CAPCO ASSET MANAGEMENT, LLC — added office(s): 1 -> 2 additional locations. IAPD ↗
$468.6M RAUM · 5 reps · 813-805-0777 · capcovalue.com
53
MEASURED RISK PORTFOLIOS — added office(s): 0 -> 1 additional locations. IAPD ↗
$597.2M RAUM · 4 reps · 858-935-1125 · kingsroadinc.com
53
V2 FINANCIAL GROUP, LLC — added office(s): 2 -> 3 additional locations. IAPD ↗
$350.5M RAUM · 4 reps · 630-364-4529 · v2financialgroup.com
53
REIK & CO., LLC — added office(s): 0 -> 1 additional locations. IAPD ↗
$322.1M RAUM · 4 reps · 212-262-4441
53
TOTAL CLARITY WEALTH MANAGEMENT, INC — added office(s): 10 -> 11 additional locations. IAPD ↗
$755.4M RAUM · 20 reps · 630-762-9352 · totalclaritybusiness.com
53
SOUTH SHORE CAPITAL ADVISORS, LLC — added office(s): 0 -> 1 additional locations. IAPD ↗
$272.8M RAUM · 2 reps · 781-740-9310 · sscainvest.com
53
TRUE WEALTH DESIGN, LLC — added office(s): 7 -> 9 additional locations. IAPD ↗
$494.0M RAUM · 8 reps · (330) 777-0688
53
GUARDIAN WEALTH ADVISORS, LLC — added office(s): 3 -> 4 additional locations. IAPD ↗
$300.2M RAUM · 4 reps · 952-746-3211
53
SECURE ASSET MANAGEMENT, L.L.C. — added office(s): 27 -> 31 additional locations. IAPD ↗
$870.6M RAUM · 55 reps · 248-414-1562 · nevillefinancial.com
53
THE MARSHALL FINANCIAL GROUP LLC — added office(s): 3 -> 4 additional locations. IAPD ↗
$735.6M RAUM · 10 reps · (410) 563-1190 · marshallfinancialgroup.com
53
MTM FINANCIAL GROUP, LLC — added office(s): 0 -> 1 additional locations. IAPD ↗
$771.6M RAUM · 9 reps · 610-746-7007 · morethanmoneyonline.com
53
PARKSHORE WEALTH MANAGEMENT — added office(s): 3 -> 4 additional locations. IAPD ↗
$517.9M RAUM · 4 reps · 916-797-3007 · parkshorewealth.com
53
THE RETIREMENT SOLUTION LLC — added office(s): 3 -> 4 additional locations. IAPD ↗
$699.4M RAUM · 15 reps · 425-558-3700
53
HOLLANDER ASSET MANAGEMENT LLC — added office(s): 0 -> 1 additional locations. IAPD ↗
$419.7M RAUM · 2 reps · 305-579-9255
53
VISIONARY HORIZONS, LLC — added office(s): 6 -> 7 additional locations. IAPD ↗
$396.7M RAUM · 12 reps · 865-675-8496
53
ROSECAP INVESTMENT ADVISORS, LLC — added office(s): 0 -> 1 additional locations. IAPD ↗
$527.5M RAUM · 6 reps · (970) 773-5300
53
FIRST FINANCIAL COACHING, INC. — added office(s): 4 -> 8 additional locations. IAPD ↗
$670.6M RAUM · 14 reps · 586-463-1880 · firstfinancialcoach.com
53
RIA ADVISORY GROUP, LLC — added office(s): 11 -> 12 additional locations. IAPD ↗
$568.4M RAUM · 25 reps · (515) 965-8588 · riaadvisorygroup.com
53
GRADIENT ADVISORS, LLC — added office(s): 153 -> 165 additional locations. IAPD ↗
$289.3M RAUM · 166 reps · 877-885-0508 · house.gradientadvisors.com
53
SOUTHLAND EQUITY PARTNERS, LLC. — added office(s): 16 -> 17 additional locations. IAPD ↗
$891.5M RAUM · 21 reps · 770.998.5879 · longfinancialservices.com
53
BEACON WEALTH CONSULTANTS, INC. — added office(s): 2 -> 4 additional locations. IAPD ↗
$278.3M RAUM · 15 reps · 540-345-3891 · lightpointportfoliosolutions.com
53
KAIZEN FINANCIAL ADVISORS, LLC — added office(s): 0 -> 1 additional locations. IAPD ↗
$283.7M RAUM · 2 reps · 425-321-5800 · kaizenfa.com
53
COMPASS FINANCIAL MANAGEMENT LLC — added office(s): 24 -> 36 additional locations. IAPD ↗
$893.8M RAUM · 31 reps · 813-597-6400
53
PROMUS ADVISORS — added office(s): 0 -> 1 additional locations. IAPD ↗
$384.6M RAUM · 4 reps · 214-612-5750 · promusadvisors.com
53
UNITED CAPITAL MANAGEMENT OF KANSAS, INC. — added office(s): 9 -> 10 additional locations. IAPD ↗
$884.8M RAUM · 23 reps · 785-823-7900 · ucmofkansas.com
53
HARVEST INVESTMENT SERVICES, LLC — added office(s): 11 -> 12 additional locations. IAPD ↗
$758.4M RAUM · 28 reps · (630) 613-9230
53
MOMENTUM ADVISORS — added office(s): 1 -> 2 additional locations. IAPD ↗
$414.7M RAUM · 7 reps · 917-997-4297
53
SAGEGUARD FINANCIAL GROUP, LLC — added office(s): 1 -> 3 additional locations. IAPD ↗
$755.7M RAUM · 14 reps · (615) 859-4567 · sageguardfinancial.com
53
SEQUENT PLANNING, LLC — added office(s): 21 -> 63 additional locations. IAPD ↗
$589.5M RAUM · 76 reps · 402-953-3544
53
LDR CAPITAL MANAGEMENT, LLC — added office(s): 2 -> 3 additional locations. IAPD ↗
$397.2M RAUM · 3 reps · 646-927-5800
53
SILVERLAKE WEALTH MANAGEMENT LLC — added office(s): 2 -> 4 additional locations. IAPD ↗
$849.1M RAUM · 11 reps · (802) 857-5083
53
GREENWICH ADVISORS, LLC — added office(s): 1 -> 4 additional locations. IAPD ↗
$293.2M RAUM · 4 reps · 203-489-0700 · greenwichadvisors.com
53
FIRST ADVISORS NATIONAL, LLC — added office(s): 56 -> 62 additional locations. IAPD ↗
$505.9M RAUM · 64 reps · 1-855-326-7427 · danlamb.us
53
VALIDEX GLOBAL INVESTING — added office(s): 2 -> 5 additional locations. IAPD ↗
$352.9M RAUM · 2 reps · 858-410-1410 · validex.co
53
TCFG INVESTMENT ADVISORS, LLC — added office(s): 21 -> 23 additional locations. IAPD ↗
$639.4M RAUM · 25 reps · 949-365-5830 · tcfgcompanies.com
53
CEDAR WEALTH MANAGEMENT — added office(s): 1 -> 2 additional locations. IAPD ↗
$417.2M RAUM · 3 reps · (415) 230-2757
53
CONCENTRUM WEALTH MANAGEMENT — added office(s): 1 -> 2 additional locations. IAPD ↗
$986.8M RAUM · 5 reps · 408-840-4030
53
COPPER FINANCIAL — added office(s): 28 -> 31 additional locations. IAPD ↗
$410.7M RAUM · 44 reps · 913-905-3600
53
ARROWROOT FAMILY OFFICE, LLC — added office(s): 4 -> 8 additional locations. IAPD ↗
$430.7M RAUM · 10 reps · 833-224-2249 · arrowrootadvisors.com
53
MD FINANCIAL ADVISORS / VESTMENT FINANCIAL — added office(s): 13 -> 16 additional locations. IAPD ↗
$304.3M RAUM · 11 reps · (888) 256-6855
53
ENHANCED CAPITAL PARTNERS, LLC — added office(s): 4 -> 6 additional locations. IAPD ↗
$785.9M RAUM · 12 reps · 504-569-7900
53
VIZCAYA CAPITAL, LLC — added office(s): 3 -> 4 additional locations. IAPD ↗
$631.4M RAUM · 8 reps · 305-602-5725 · vizcayacapital.com
53
GRANDVIEW ASSET MANAGEMENT LLC — added office(s): 3 -> 5 additional locations. IAPD ↗
$411.7M RAUM · 4 reps · 717-541-1000 · inspiretoretire.com
53
TSFG, LLC — added office(s): 5 -> 6 additional locations. IAPD ↗
$997.2M RAUM · 13 reps · 847-735-7100
53
ROSE CAPITAL ADVISORS, LLC — added office(s): 3 -> 5 additional locations. IAPD ↗
$608.3M RAUM · 9 reps · 305-534-7673
53
MIRADOR CAPITAL PARTNERS — added office(s): 1 -> 2 additional locations. IAPD ↗
$934.3M RAUM · 7 reps · 925-621-1000
53
EXODUS WEALTH, LLC — added office(s): 46 -> 47 additional locations. IAPD ↗
$483.6M RAUM · 51 reps · 925-791-4444 · thinkfloresfinancial.com
53
LOCKSHIELD PARTNERS, INC. — added office(s): 0 -> 1 additional locations. IAPD ↗
$290.6M RAUM · 4 reps · 270-629-2046
53
ALIGN IMPACT, LLC — added office(s): 12 -> 14 additional locations. IAPD ↗
$715.4M RAUM · 11 reps · 805-243-8055
53
WILLIAM JOSEPH CAPITAL MANAGEMENT, INC. — added office(s): 26 -> 27 additional locations. IAPD ↗
$694.3M RAUM · 27 reps · 860.973.3214
53
ELEVATED CAPITAL ADVISORS, LLC — added office(s): 0 -> 10 additional locations. IAPD ↗
$499.1M RAUM · 19 reps · 385-237-3338 · elevateyourplanning.com
53
LEADING EDGE FINANCIAL PLANNING LLC — added office(s): 7 -> 9 additional locations. IAPD ↗
$521.8M RAUM · 9 reps · 865-240-2292 · pilotmoneyguyspodcast.com
53
GENERATIONAL WEALTH MANAGEMENT — added office(s): 2 -> 3 additional locations. IAPD ↗
$394.8M RAUM · 8 reps · 616-931-1270
53
MARQUETTE WEALTH MANAGEMENT — added office(s): 0 -> 1 additional locations. IAPD ↗
$871.6M RAUM · 3 reps · 612-661-3770
53
HOOPOE ADVISORS — added office(s): 1 -> 2 additional locations. IAPD ↗
$610.0M RAUM · 9 reps · 617-708-0639
53
SWITCHPOINT FINANCIAL PLANNING LLC — added office(s): 2 -> 3 additional locations. IAPD ↗
$367.1M RAUM · 3 reps · 801.753.8538
53
LEBENTHAL GLOBAL ADVISORS, LLC — added office(s): 9 -> 10 additional locations. IAPD ↗
$971.8M RAUM · 27 reps · 516-785-1800
53
WOODSTOCK WEALTH MANAGEMENT, INC. — added office(s): 24 -> 25 additional locations. IAPD ↗
$726.6M RAUM · 26 reps · 800-279-4468 · assetmanagementstrategiesllc.com
53
GOLDEN RESERVE RETIREMENT, LLC — added office(s): 41 -> 45 additional locations. IAPD ↗
$544.3M RAUM · 22 reps · 855-456-4777
53
ATLAS PRIVATE WEALTH ADVISORS — added office(s): 8 -> 11 additional locations. IAPD ↗
$859.8M RAUM · 14 reps · (888) 996-2666
53
PLUM STREET ADVISORS, LLC — added office(s): 3 -> 4 additional locations. IAPD ↗
$462.8M RAUM · 5 reps · 504-517-5107
53
COLONIAL RIVER WEALTH MANAGEMENT LLC — added office(s): 6 -> 7 additional locations. IAPD ↗
$464.4M RAUM · 8 reps · (804) 335-1200 · colonialriver.com
53
BRIGHT FUTURES WEALTH MANAGEMENT, LLC — added office(s): 6 -> 7 additional locations. IAPD ↗
$294.5M RAUM · 16 reps · (585) 231-1595
53
WALKER ASSET MANAGEMENT, LLC — added office(s): 1 -> 2 additional locations. IAPD ↗
$315.3M RAUM · 1 reps · 417.235.9125 · walkerassetmanagement.com
53
BLUE RIDGE WEALTH PLANNERS — added office(s): 1 -> 3 additional locations. IAPD ↗
$361.7M RAUM · 14 reps · 865-392-4260 · planforeverything.com
53
OASIS WEALTH PLANNING ADVISORS — added office(s): 6 -> 14 additional locations. IAPD ↗
$275.9M RAUM · 7 reps · (615) 933-3314 · oasiswealthatlanta.com
53
TOPEL & DISTASI WEALTH MANAGEMENT, LLC — added office(s): 0 -> 1 additional locations. IAPD ↗
$312.1M RAUM · 3 reps · 510-898-1270 · td-wm.com
53
XYPN INVEST — added office(s): 27 -> 38 additional locations. IAPD ↗
$881.5M RAUM · 51 reps · (360) 301-7579 · onyxfn.com
53
SUMMIT WEALTH AND RETIREMENT PARTNERS — added office(s): 3 -> 4 additional locations. IAPD ↗
$978.1M RAUM · 7 reps · (925) 927-1900 · summitwealthandretirement.com
53
STRATA WEALTH ADVISORS, LLC — added office(s): 8 -> 9 additional locations. IAPD ↗
$886.1M RAUM · 9 reps · (214) 420-7020 · stratawealth.com
53
INDEPENDENT WEALTH NETWORK, INC. — added office(s): 16 -> 19 additional locations. IAPD ↗
$518.4M RAUM · 30 reps · 515-461-5123 · kramerwealthadvisory.com
53
LIFEWORKS ADVISORS, LLC — added office(s): 29 -> 36 additional locations. IAPD ↗
$966.7M RAUM · 39 reps · (616) 200-6512
53
ASTORIA PORTFOLIO ADVISORS LLC — added office(s): 1 -> 3 additional locations. IAPD ↗
$977.6M RAUM · 9 reps · 212-381-6185
53
MOMENTOUS WEALTH MANAGEMENT, INC. — added office(s): 0 -> 3 additional locations. IAPD ↗
$409.9M RAUM · 7 reps · 360-597-4570
53
FORTRESS PRIVATE LEDGER, LLC — added office(s): 5 -> 6 additional locations. IAPD ↗
$584.0M RAUM · 13 reps · 919-322-2761 · myept.com
53
TRUVESTMENTS CAPITAL LLC — added office(s): 12 -> 14 additional locations. IAPD ↗
$660.8M RAUM · 15 reps · (855) 955-1982
53
INVICTA ADVISORS LLC — added office(s): 3 -> 4 additional locations. IAPD ↗
$310.2M RAUM · 7 reps · 412-349-8684 · invictacapitaladvisors.com
53
SOCHA FINANCIAL GROUP, LLC — added office(s): 0 -> 1 additional locations. IAPD ↗
$430.0M RAUM · 3 reps · 607-962-0605 · sochafinancial.com
53
HILTON HEAD CAPITAL PARTNERS, LLC — added office(s): 3 -> 4 additional locations. IAPD ↗
$409.5M RAUM · 6 reps · 843-790-7573
53
RESURGENT ADVISORS — added office(s): 8 -> 9 additional locations. IAPD ↗
$354.7M RAUM · 10 reps · 404-654-0531
53
PRECISION WEALTH STRATEGIES, LLC — added office(s): 2 -> 4 additional locations. IAPD ↗
$711.0M RAUM · 8 reps · 314-994-6460
53
GLOBAL ASSETS ADVISORY, LLC — added office(s): 14 -> 16 additional locations. IAPD ↗
$551.7M RAUM · 24 reps · 407-254-1500 · iaac.com
53
COLLECTIVE FAMILY OFFICE, LLC — added office(s): 0 -> 1 additional locations. IAPD ↗
$533.4M RAUM · 3 reps · (717) 893-5055 · collectivefamilyoffice.com
53
BLUEDOOR PRIVATE WEALTH, LLC — added office(s): 0 -> 1 additional locations. IAPD ↗
$337.3M RAUM · 4 reps · 781-810-4604 · bluedoorprivate.com
53
MONTZ HARCUS WEALTH MANAGEMENT — added office(s): 0 -> 1 additional locations. IAPD ↗
$876.3M RAUM · 5 reps · 504-488-3700 · montzharcus.com
53
EPG WEALTH MANAGEMENT LLC — added office(s): 4 -> 6 additional locations. IAPD ↗
$579.1M RAUM · 10 reps · 404-809-3680 · eastpacesgroup.com
53
EQUINUM, LLC — added office(s): 0 -> 2 additional locations. IAPD ↗
$566.0M RAUM · 5 reps · 718-480-5600
53
SAGE INVESTMENT ADVISERS LLC — added office(s): 0 -> 1 additional locations. IAPD ↗
$268.4M RAUM · 3 reps · (845) 240-1551 · sageinvestmentadvisersllc.com
53
STRONGBOX WEALTH, LLC — added office(s): 0 -> 1 additional locations. IAPD ↗
$562.4M RAUM · 4 reps · 816-607-5410
53
BLACK KNIGHT WEALTH MANAGEMENT, LLC — added office(s): 7 -> 8 additional locations. IAPD ↗
$539.2M RAUM · 10 reps · 972-786-6527 · opgadvisors.com
53
VELA INVESTMENT MANAGEMENT, LLC — added office(s): 0 -> 2 additional locations. IAPD ↗
$562.9M RAUM · 23 reps · (614) 653-8352
53
MASON & ASSOCIATES, LLC — added office(s): 1 -> 6 additional locations. IAPD ↗
$471.4M RAUM · 6 reps · (757) 223-9898
53
ONEASCENT WEALTH MANAGEMENT — added office(s): 4 -> 5 additional locations. IAPD ↗
$475.6M RAUM · 12 reps · 205-313-9142 · oneascent.com
53
STRAIT & SOUND — added office(s): 7 -> 8 additional locations. IAPD ↗
$333.7M RAUM · 9 reps · (425) 577-7710 · straitandsound.com
53
TACTIVE ADVISORS, LLC — added office(s): 10 -> 11 additional locations. IAPD ↗
$619.0M RAUM · 14 reps · 855-282-2848 · tactivewealth.com
53
INFLECTION FINANCIAL — added office(s): 0 -> 1 additional locations. IAPD ↗
$491.4M RAUM · 2 reps · 210-200-8878 · inflectionfinancial.com
53
VANCE WEALTH — added office(s): 3 -> 4 additional locations. IAPD ↗
$893.6M RAUM · 10 reps · 888-775-0950
53
THRIVE RETIREMENT SPECIALISTS — added office(s): 1 -> 2 additional locations. IAPD ↗
$303.9M RAUM · 2 reps · (833) 217-9613 · thriveretire.com
53
FOCUSED ALPHA, LLC — added office(s): 1 -> 5 additional locations. IAPD ↗
$663.9M RAUM · 5 reps · 303-529-5100
53
CONCORD ASSET MANAGEMENT, LLC — added office(s): 2 -> 3 additional locations. IAPD ↗
$639.4M RAUM · 2 reps · (276) 628-5910
53
MARIPAU WEALTH MANAGEMENT LLC — added office(s): 11 -> 12 additional locations. IAPD ↗
$363.8M RAUM · 21 reps · 260-493-3930
53
VSM WEALTH ADVISORY, LLC — added office(s): 0 -> 1 additional locations. IAPD ↗
$677.5M RAUM · 5 reps · 410-825-8844 · vs-m.com
53
CORNERSTONE PORTFOLIO RESEARCH — added office(s): 4 -> 6 additional locations. IAPD ↗
$444.3M RAUM · 4 reps · 484-631-3684
53
ESSENTIAL PARTNERS LLC — added office(s): 0 -> 1 additional locations. IAPD ↗
$401.1M RAUM · 2 reps · 213-878-0074 · essentialp.com
53
NORMANDY INVESTMENT ADVISORS — added office(s): 6 -> 7 additional locations. IAPD ↗
$273.4M RAUM · 5 reps · 913-914-1944 · normandyia.com
53
VALTRION CAPITAL MANAGEMENT, LLC — added office(s): 0 -> 6 additional locations. IAPD ↗
$287.3M RAUM · 6 reps · 833-856-2088 · valtrioncapital.com
53
FIAT WEALTH MANAGEMENT — added office(s): 3 -> 4 additional locations. IAPD ↗
$517.4M RAUM · 13 reps · 952-426-9116
53
RANGE ADVISORY, LLC — added office(s): 1 -> 2 additional locations. IAPD ↗
$653.9M RAUM · 18 reps · (703) 261-4126
53
ENCOMPASS MORE ASSET MANAGEMENT LLC — added office(s): 12 -> 15 additional locations. IAPD ↗
$984.9M RAUM · 85 reps · 925-272-8850 · encompassmore.com
53
AURELIUS FAMILY OFFICE, LLC — added office(s): 5 -> 6 additional locations. IAPD ↗
$315.3M RAUM · 1 reps · 603-413-6060
53
ONEASCENT FAMILY OFFICES — added office(s): 6 -> 8 additional locations. IAPD ↗
$544.5M RAUM · 10 reps · (205) 313-9142 · sovereignfamilyoffice.co
53
MEMBERS WEALTH LLC — added office(s): 1 -> 2 additional locations. IAPD ↗
$279.6M RAUM · 6 reps · 267-367-5453 · memberswealthllc.com
53
EVEXIA WEALTH, LLC — added office(s): 5 -> 7 additional locations. IAPD ↗
$386.1M RAUM · 8 reps · (715) 344-9496
53
TWIN PEAKS WEALTH ADVISORS — added office(s): 1 -> 3 additional locations. IAPD ↗
$584.8M RAUM · 9 reps · (650) 200-0308
53
TRI-AD CAPITAL MANAGEMENT I, LLC — added office(s): 0 -> 1 additional locations. IAPD ↗
$619.0M RAUM · 1 reps · 760-743-7555 · snapira.com
53
ROSSBY FINANCIAL, LLC — added office(s): 10 -> 15 additional locations. IAPD ↗
$566.0M RAUM · 2 reps · 321-209-0111
53
CAP SIX ADVISORS — added office(s): 0 -> 2 additional locations. IAPD ↗
$340.8M RAUM · 3 reps · 281-671-7982 · cap-six.com
53
MARIDEA WEALTH MANAGEMENT — added office(s): 13 -> 18 additional locations. IAPD ↗
$958.7M RAUM · 26 reps · 347-289-5227 · marideawealth.com
53
ABS LEGACY PARTNERS, LLC — added office(s): 0 -> 1 additional locations. IAPD ↗
$670.8M RAUM · 1 reps · 828-325-0655 · abslegacypartners.com
53
ACCELERATE RETIREMENT — added office(s): 14 -> 18 additional locations. IAPD ↗
$315.4M RAUM · 31 reps · 888-439-7071
53
LEGACY WEALTH ADVISORS, LLC — added office(s): 2 -> 5 additional locations. IAPD ↗
$922.8M RAUM · 5 reps · 305-808-6140 · lwgadvisors.com
53
SIGNATURE EQUITY PARTNERS, LLC — added office(s): 12 -> 14 additional locations. IAPD ↗
$330.6M RAUM · 25 reps · 614-846-6000 · midwestretirementconsultants.net
53
MB GEN WEALTH — added office(s): 0 -> 1 additional locations. IAPD ↗
$404.4M RAUM · 3 reps · 509-703-5715
53
VISTA INVESTMENT PARTNERS — added office(s): 0 -> 1 additional locations. IAPD ↗
$383.1M RAUM · 6 reps · 765-962-5153 · vistainvestment.net
53
PERMANENT CAPITAL MANAGEMENT, LP — added office(s): 0 -> 1 additional locations. IAPD ↗
$768.9M RAUM · 1 reps · 773-343-4697 · permanent-capital.com
53
PUREFI WEALTH, LLC — added office(s): 0 -> 1 additional locations. IAPD ↗
$326.4M RAUM · 8 reps · (617) 488-9320
53
CAPITAL A WEALTH MANAGEMENT — added office(s): 3 -> 4 additional locations. IAPD ↗
$612.9M RAUM · 11 reps · 724-658-4211
53
LYNK CAPITAL MANAGEMENT COMPANY, LLC — added office(s): 1 -> 2 additional locations. IAPD ↗
$359.6M RAUM · 3 reps · 844-489-8454 · lynkcapital.com
53
POMONA WEALTH MANAGEMENT, LLC — added office(s): 0 -> 1 additional locations. IAPD ↗
$289.8M RAUM · 2 reps · 509-643-6028 · pomonawm.com
53
TORREN MANAGEMENT, LLC — added office(s): 3 -> 4 additional locations. IAPD ↗
$373.5M RAUM · 4 reps · 619-649-0700
53
PLATFORM WEALTH ADVISORS — added office(s): 2 -> 3 additional locations. IAPD ↗
$600.5M RAUM · 10 reps · (385) 243-0553
53
SALUS FINANCIAL ADVISORS — added office(s): 4 -> 5 additional locations. IAPD ↗
$262.6M RAUM · 5 reps · (612) 747-9420 · salusfinancialadvisors.com
53
WEALTHCARE CAPITAL PARTNERS, LLC — added office(s): 3 -> 4 additional locations. IAPD ↗
$407.4M RAUM · 9 reps · 804.644.4711
53
PROSPERA CAPITAL MANAGEMENT, LLC — added office(s): 1 -> 2 additional locations. IAPD ↗
$343.9M RAUM · 3 reps · 480-648-9369 · deterswealthmanagement.com
53
ZEGA INVESTMENTS, LLC — added office(s): 5 -> 9 additional locations. IAPD ↗
$614.0M RAUM · 10 reps · 800.380.9342 · luckinbillfinancial.com
53
PARKWOODS WEALTH PARTNERS, LLC — added office(s): 11 -> 12 additional locations. IAPD ↗
$961.9M RAUM · 14 reps · (877) 278-2716 · parkwoodswealth.com
53
ARENA PRIVATE WEALTH — added office(s): 5 -> 6 additional locations. IAPD ↗
$338.1M RAUM · 8 reps · 312-798-9045
53
PRASAD WEALTH PARTNERS — added office(s): 1 -> 2 additional locations. IAPD ↗
$572.1M RAUM · 5 reps · 216-313-9999 · prasadwealth.com
53
THE WELLINGTON GRP LLC — added office(s): 0 -> 1 additional locations. IAPD ↗
$473.6M RAUM · 9 reps · 317-846-5055 · thewellingtongroupllc.com
53
HOLISTIC WEALTH ADVISORS — added office(s): 0 -> 1 additional locations. IAPD ↗
$278.7M RAUM · 6 reps · 518.357.3858 · holisticwealthadvisors.com
53
TRITONPOINT PARTNERS, LLC — added office(s): 2 -> 3 additional locations. IAPD ↗
$286.5M RAUM · 3 reps · 301-799-9001
53
ALONGSIDE, LLC — added office(s): 3 -> 4 additional locations. IAPD ↗
$878.6M RAUM · 3 reps · (512) 241-7341
53
SMARTHARVEST PORTFOLIOS — added office(s): 0 -> 1 additional locations. IAPD ↗
$348.1M RAUM · 1 reps · 206-841-9944 · smartharvestportfolios.com
53
PARADIGM INVESTMENT ADVISORY, LLC — added office(s): 2 -> 3 additional locations. IAPD ↗
$425.1M RAUM · 8 reps · 908-450-7402 · paradigm-partners.com
53
BERNICKE WEALTH MANAGEMENT — added office(s): 2 -> 3 additional locations. IAPD ↗
$887.4M RAUM · 6 reps · 715-832-1173
53
SANDS CAPITAL HORIZONS, LLC — added office(s): 1 -> 2 additional locations. IAPD ↗
$466.9M RAUM · 4 reps · 703-562-4000 · sandscapital.com
53
ASSET ONE WEALTH MANAGEMENT, LLC — added office(s): 3 -> 4 additional locations. IAPD ↗
$982.5M RAUM · 9 reps · (425) 504-830 · assetone.com
53
INNOVATIVE ASSET ADVISORS GROUP — added office(s): 0 -> 3 additional locations. IAPD ↗
$297.9M RAUM · 11 reps · 203-444-3599 · innovativeaag.com
53
MEADOWBROOK ADVISORS — added office(s): 2 -> 4 additional locations. IAPD ↗
$321.0M RAUM · 3 reps · 973-370-7850 · meadowbrookadvisors.com
53
STEELHEAD WEALTH MANAGEMENT — added office(s): 0 -> 1 additional locations. IAPD ↗
$341.9M RAUM · 3 reps · (804) 548-0781 · steelheadwealth.com
53
BELLARS HARRIS WEALTH MANAGEMENT — added office(s): 0 -> 2 additional locations. IAPD ↗
$505.4M RAUM · 5 reps · 757-704-4200 · bellarsharriswealth.com
50
CHARLES SCHWAB & CO., INC. — added office(s): 448 -> 449 additional locations. IAPD ↗
$0 RAUM · 4127 reps · 415-667-7000
50
CREWS & ASSOCIATES, INC. — added office(s): 8 -> 9 additional locations. IAPD ↗
$181.1M RAUM · 16 reps · 501-907-2000
50
HARGER AND COMPANY, INC. — added office(s): 0 -> 2 additional locations. IAPD ↗
$137.0M RAUM · 3 reps · 225-767-7228 · hargerandcompany.com
50
NATIONWIDE SECURITIES, LLC — added office(s): 11 -> 14 additional locations. IAPD ↗
$0 RAUM · 7 reps · 888-753-7364 · nationwide.com
50
UMB FINANCIAL SERVICES, INC. — added office(s): 15 -> 19 additional locations. IAPD ↗
$5.0M RAUM · 54 reps · 816-842-2222 · umb.com
50
WILMINGTON TRUST INVESTMENT MANAGEMENT — added office(s): 3 -> 14 additional locations. IAPD ↗
$140.8M RAUM · 30 reps · (646) 531-7248
50
LEEB CAPITAL MANAGEMENT, INC. — added office(s): 2 -> 3 additional locations. IAPD ↗
$111.9M RAUM · 3 reps · 212-653-1504
50
INNOVEST PORTFOLIO SOLUTIONS LLC — added office(s): 2 -> 3 additional locations. IAPD ↗
$0 RAUM · 30 reps · 303-694-1900 · innovestinc.com
50
VICTORY WEALTH PARTNERS — added office(s): 0 -> 1 additional locations. IAPD ↗
$102.5M RAUM · 5 reps · 856-464-3100
50
MONTICELLO ASSOCIATES, LLC — added office(s): 3 -> 4 additional locations. IAPD ↗
$0 RAUM · 31 reps · 303-572-6300
50
ALLSTATE FINANCIAL ADVISORS, LLC — added office(s): 39 -> 67 additional locations. IAPD ↗
$142.4M RAUM · 0 reps · 877-232-2142
50
BURGESS CHAMBERS & ASSOCIATES INC — added office(s): 5 -> 6 additional locations. IAPD ↗
$165.9M RAUM · 4 reps · 407-644-0111 · burgesschambers.com
50
SUMNICHT & ASSOCIATES, LLC — added office(s): 1 -> 2 additional locations. IAPD ↗
$107.9M RAUM · 3 reps · 920-731-4455 · sumnicht.com
50
HECKMAN FINANCIAL & INSURANCE SERVICES, INC. — added office(s): 1 -> 2 additional locations. IAPD ↗
$116.4M RAUM · 4 reps · 408-297-9800 · worrylesswealth.com
50
CAPITAL FINANCIAL GROUP, INC. — added office(s): 3 -> 4 additional locations. IAPD ↗
$237.4M RAUM · 3 reps · 303-629-7500
50
CLEARPATH CAPITAL PARTNERS LLC — added office(s): 2 -> 3 additional locations. IAPD ↗
$161.3M RAUM · 3 reps · (415) 682-6900 · clearpathcapital.com
50
SARATOGA CAPITAL MANAGEMENT, LLC — added office(s): 0 -> 2 additional locations. IAPD ↗
$138.8M RAUM · 3 reps · 623-266-4567
50
INTEGRA FINANCIAL, INC. — added office(s): 3 -> 4 additional locations. IAPD ↗
$123.4M RAUM · 4 reps · 303-220-5525
50
CASTELLANO & ASSOCIATES — added office(s): 1 -> 2 additional locations. IAPD ↗
$129.5M RAUM · 3 reps · 318-683-1040 · todaycpa.com
50
CAPITAL MANAGEMENT SERVICES, INC. — added office(s): 2 -> 3 additional locations. IAPD ↗
$145.2M RAUM · 5 reps · 636-207-5829 · foutsretirementplanning.com
50
MUTUAL TRUST ASSET MGMT., INC. — added office(s): 3 -> 4 additional locations. IAPD ↗
$58.4M RAUM · 4 reps · 813-264-0440
50
PHASE III ADVISORY SERVICES, LTD — added office(s): 0 -> 1 additional locations. IAPD ↗
$210.9M RAUM · 3 reps · 847-520-5545
50
INVESTMENT INSIGHT WEALTH MANAGEMENT, LLC — added office(s): 0 -> 1 additional locations. IAPD ↗
$178.1M RAUM · 2 reps · 516-249-0060
50
MCDERMOTT INVESTMENT ADVISORS, LLC — added office(s): 5 -> 7 additional locations. IAPD ↗
$203.3M RAUM · 10 reps · (610) 882-1460 · mcdermottadvisors.com
50
WISDOM INDEX ADVISORS — added office(s): 0 -> 1 additional locations. IAPD ↗
$221.3M RAUM · 1 reps · 972-931-0063 · wisdomindex.com
50
CONWAY CAPITAL MANAGEMENT, INC. — added office(s): 0 -> 1 additional locations. IAPD ↗
$231.9M RAUM · 1 reps · 213-434-1145
50
FAIRWAY FINANCIAL, LLC — added office(s): 1 -> 4 additional locations. IAPD ↗
$159.6M RAUM · 2 reps · 407-628-0850
50
SCHAFFER & COMPANY ASSET MANAGEMENT, INC. — added office(s): 0 -> 1 additional locations. IAPD ↗
$90.8M RAUM · 1 reps · 585-563-8626 · gregoryschaffer.com
50
CK ADVISORS, LLC — added office(s): 1 -> 2 additional locations. IAPD ↗
$96.7M RAUM · 2 reps · 914-588-8030
50
CORNERSTONE FINANCIAL MANAGEMENT LLC — added office(s): 1 -> 2 additional locations. IAPD ↗
$167.0M RAUM · 4 reps · 800-527-1238 · cornerstonefm.com
50
PROVIDENCE FINANCIAL AND INSURANCES, INC. — added office(s): 1 -> 2 additional locations. IAPD ↗
$215.0M RAUM · 6 reps · 818-887-6443 · providencefinancialradio.com
50
CORNERSTONE WEALTH PARTNERS, LLC — added office(s): 3 -> 4 additional locations. IAPD ↗
$145.9M RAUM · 8 reps · 517-381-3450
50
DOWNING STREET WEALTH MANAGEMENT LLC — added office(s): 0 -> 1 additional locations. IAPD ↗
$175.6M RAUM · 2 reps · 720-360-0886 · downing-st.com
50
GREENWOOD INVESTORS LLC — added office(s): 0 -> 1 additional locations. IAPD ↗
$179.8M RAUM · 2 reps · 212-920-4207 · gwinvestors.com
50
AVOCET CAPITAL MANAGEMENT LLC — added office(s): 0 -> 2 additional locations. IAPD ↗
$157.8M RAUM · 2 reps · 312-925-0152 · avocetcapital.com
50
STRATEGIC PORTFOLIO SOLUTIONS, LLC — added office(s): 1 -> 2 additional locations. IAPD ↗
$136.2M RAUM · 5 reps · (214) 446-4910
50
STRATEGIC FINANCIAL MANAGEMENT, LLC — added office(s): 0 -> 1 additional locations. IAPD ↗
$166.8M RAUM · 2 reps · 732-385-9949
50
BALANCED ROCK INVESTMENT ADVISORS — added office(s): 0 -> 1 additional locations. IAPD ↗
$193.2M RAUM · 4 reps · 617-971-8323 · yelp.com
50
IQVESTMENT, LLC — added office(s): 1 -> 2 additional locations. IAPD ↗
$22.3M RAUM · 3 reps · 877-486-4702 · iqvestment.io
50
ALEXANDER CAPITAL WEALTH MANAGEMENT LLC — added office(s): 21 -> 25 additional locations. IAPD ↗
$238.1M RAUM · 35 reps · 212-687-5650 · alexandercapitalwealthmanagement.com
50
SCHWAB WEALTH ADVISORY, INC. — added office(s): 97 -> 198 additional locations. IAPD ↗
$0 RAUM · 1375 reps · 415-667-7000
50
DYCHE WEALTH MANAGEMENT, INC — added office(s): 0 -> 1 additional locations. IAPD ↗
$162.3M RAUM · 3 reps · 770-461-8191
50
WACKER & ASSOCIATES, INC. — added office(s): 0 -> 1 additional locations. IAPD ↗
$180.2M RAUM · 3 reps · 507-847-3886
50
BLUELINE ADVISORS — added office(s): 1 -> 2 additional locations. IAPD ↗
$247.2M RAUM · 3 reps · 603-418-0940 · blueline-advisors.com
50
TRAIL FINANCIAL PLANNING LLC — added office(s): 1 -> 2 additional locations. IAPD ↗
$117.3M RAUM · 3 reps · (360) 399-6486
50
REVALUE LLC — added office(s): 6 -> 8 additional locations. IAPD ↗
$128.5M RAUM · 4 reps · 888-642-2728
50
WEALTH TEAMS ALLIANCE — added office(s): 5 -> 7 additional locations. IAPD ↗
$223.9M RAUM · 12 reps · 877-282-4768 · wealth-teams.com
50
PARADY WEALTH MANAGEMENT — added office(s): 2 -> 3 additional locations. IAPD ↗
$145.7M RAUM · 5 reps · 352-674-3911
50
DUTCH ASSET CORPORATION — added office(s): 0 -> 1 additional locations. IAPD ↗
$186.9M RAUM · 8 reps · 518-478-8077 · dutchasset.com
50
STRATACORE CAPITAL MANAGEMENT, LLC. — added office(s): 0 -> 1 additional locations. IAPD ↗
$97.0M RAUM · 2 reps · 646-846-6500 · stratacoremgmt.com
50
JCN FINANCIAL & TAX ADVISORY GROUP, LLC — added office(s): 0 -> 1 additional locations. IAPD ↗
$130.5M RAUM · 2 reps · (225) 755-0488 · strengthsciencestudios.net
50
LAKEWOOD ASSET MANAGEMENT, LLC — added office(s): 3 -> 4 additional locations. IAPD ↗
$248.7M RAUM · 4 reps · 312-543-1772 · lakewoodasset.com
50
WEATHERHELM CAPITAL MANAGEMENT LLC — added office(s): 1 -> 2 additional locations. IAPD ↗
$90.6M RAUM · 2 reps · 518-407-3886 · weatherhelm.com
50
ATLAS WEALTH PARTNERS LLC — added office(s): 0 -> 2 additional locations. IAPD ↗
$233.8M RAUM · 2 reps · 610-268-6807 · atlaswealthpartners.com
50
TRADEMARK CAPITAL MANAGEMENT INC. — added office(s): 1 -> 2 additional locations. IAPD ↗
$150.8M RAUM · 4 reps · 706-534-2351
50
THE LIFE GROUP FINANCIAL SERVICES — added office(s): 2 -> 3 additional locations. IAPD ↗
$146.2M RAUM · 5 reps · 563-587-7840 · thelifegroupllc.com
50
KERR WEALTH MANAGEMENT — added office(s): 1 -> 2 additional locations. IAPD ↗
$131.0M RAUM · 5 reps · (559) 277-4772 · kerrwealth.com
50
SIMMONS CAPITAL GROUP — added office(s): 4 -> 5 additional locations. IAPD ↗
$213.0M RAUM · 8 reps · (518) 406-5624 · simmonscapitalgroup.com
50
FEDERAL PREP — added office(s): 2 -> 4 additional locations. IAPD ↗
$80.1M RAUM · 3 reps · (631) 750-6499 · federalprep.com
50
JEMMA FINANCIAL SERVICES — added office(s): 1 -> 2 additional locations. IAPD ↗
$139.8M RAUM · 5 reps · (855) 662-2121 · jemmafinancial.com
50
Q3 ADVISORS, LLC — added office(s): 15 -> 16 additional locations. IAPD ↗
$0 RAUM · 12 reps · 720-730-9892
50
GREAT PATH PLANNING — added office(s): 2 -> 3 additional locations. IAPD ↗
$167.2M RAUM · 2 reps · 845-397-7284 · greatpath.com
50
URBAN WEALTH MANAGEMENT OR UWM — added office(s): 1 -> 4 additional locations. IAPD ↗
$212.5M RAUM · 4 reps · 424-277-2260
50
SJHL FINANCIAL GROUP — added office(s): 5 -> 6 additional locations. IAPD ↗
$174.5M RAUM · 4 reps · 620-241-1826
50
INTEGRATED PLANNING & WEALTH MANAGEMENT, LLC — added office(s): 2 -> 3 additional locations. IAPD ↗
$119.4M RAUM · 4 reps · (317) 706-4748
50
SFI ADVISORS, LLC — added office(s): 0 -> 1 additional locations. IAPD ↗
$176.0M RAUM · 6 reps · 973-744-1014 · sfiadvisors.com
50
STRATEGIC ADVISORY SERVICES — added office(s): 0 -> 2 additional locations. IAPD ↗
$201.2M RAUM · 8 reps · 901-751-2025 · saswealthadvisors.com
50
HERITAGE FINANCIAL COUNSELORS, LLC — added office(s): 0 -> 1 additional locations. IAPD ↗
$235.9M RAUM · 4 reps · 862-579-2899
50
CIRRUS CAPITAL LLC — added office(s): 1 -> 2 additional locations. IAPD ↗
$170.4M RAUM · 5 reps · 248-290-6222
50
FBL WEALTH MANAGEMENT, LLC — added office(s): 171 -> 191 additional locations. IAPD ↗
$9.2M RAUM · 170 reps · 515-225-5400 · fbfs.com
50
CMC FINANCIAL GROUP, LLC — added office(s): 0 -> 1 additional locations. IAPD ↗
$119.3M RAUM · 3 reps · (678) 690-8800 · cmcfg.com
50
BOLDIN ADVISORS — added office(s): 6 -> 16 additional locations. IAPD ↗
$0 RAUM · 14 reps · 415-462-5665 · newretirementadvisors.com
50
TROWBRIDGE CAPITAL PARTNERS LLC. — added office(s): 0 -> 1 additional locations. IAPD ↗
$25.8M RAUM · 1 reps · 646-360-3574 · trowbridgellc.com
50
TRANQUILLI FINANCIAL ADVISOR, LLC — added office(s): 1 -> 2 additional locations. IAPD ↗
$199.4M RAUM · 2 reps · (908) 730-6234
50
GRUENSTEIN INVESTMENTS LLC — added office(s): 0 -> 1 additional locations. IAPD ↗
$61.5M RAUM · 1 reps · 212-410-1800 · gruenstein.com
50
FOUNDRY FINANCIAL LLC — added office(s): 3 -> 4 additional locations. IAPD ↗
$232.6M RAUM · 5 reps · (213) 802-8662
50
DELOS CAPITAL ADVISORS — added office(s): 0 -> 2 additional locations. IAPD ↗
$185.6M RAUM · 6 reps · 972-810-1610
50
SMARTPATH ADVISORS — added office(s): 6 -> 7 additional locations. IAPD ↗
$0 RAUM · 6 reps · (678) 538-9420 · getfrank.com
50
INFINITY FINANCIAL SERVICES ADVISORY — added office(s): 32 -> 34 additional locations. IAPD ↗
$174.0M RAUM · 35 reps · 510-588-8000 · infinitysecurities.com
50
FIRST GROWTH CAPITAL LLC — added office(s): 0 -> 1 additional locations. IAPD ↗
$130.6M RAUM · 1 reps · 202-474-2269 · firstgrowthcapitalpartners.com
50
ILLUMINATE WEALTH MANAGEMENT — added office(s): 5 -> 7 additional locations. IAPD ↗
$167.6M RAUM · 2 reps · 847-595-1315 · illuminatewm.com
50
QUINCY WELLS ADVISORS, LLC — added office(s): 0 -> 6 additional locations. IAPD ↗
$87.3M RAUM · 20 reps · 312-356-4875
50
EVOLUTION WEALTH MANAGEMENT INC. — added office(s): 0 -> 3 additional locations. IAPD ↗
$171.7M RAUM · 4 reps · 239-771-8696
50
EMISSARY WEALTH — added office(s): 1 -> 3 additional locations. IAPD ↗
$185.1M RAUM · 4 reps · 201-853-9103 · emissarywealth.com
50
GOALFUSION WEALTH MANAGEMENT — added office(s): 3 -> 4 additional locations. IAPD ↗
$238.5M RAUM · 3 reps · 512-593-6367 · goalfusion.com
50
CLARUS GROUP LLC — added office(s): 1 -> 2 additional locations. IAPD ↗
$158.0M RAUM · 2 reps · (732) 325-0456 · clarusfinancial.com
50
LSB WEALTH MANAGEMENT — added office(s): 5 -> 6 additional locations. IAPD ↗
$228.8M RAUM · 11 reps · 515-327-9922 · mylsbcapital.com
50
CSP FINANCIAL GROUP LLC — added office(s): 1 -> 16 additional locations. IAPD ↗
$119.2M RAUM · 19 reps · 480-600-9626 · cspfgllc.com
50
VENTANA PRIVATE WEALTH LLC — added office(s): 0 -> 2 additional locations. IAPD ↗
$158.6M RAUM · 2 reps · (720) 764-7200
50
TARGET ROCK WEALTH MANAGEMENT, LLC — added office(s): 2 -> 4 additional locations. IAPD ↗
$94.0M RAUM · 4 reps · 914-580-4530
50
MAIDEN COVE CAPITAL — added office(s): 0 -> 2 additional locations. IAPD ↗
$153.7M RAUM · 2 reps · 207-482-3840 · maidencove.com
50
CABIN ADVISORS, LLC — added office(s): 7 -> 8 additional locations. IAPD ↗
$220.2M RAUM · 13 reps · 913-933-3351 · financialarchitects.com
50
SIKORSKI WEALTH MANAGEMENT, LLC — added office(s): 0 -> 1 additional locations. IAPD ↗
$139.6M RAUM · 3 reps · 619-363-6007 · sikorskiwealthmgmt.com
50
INTEGRATED WEALTHCARE, LLC — added office(s): 1 -> 2 additional locations. IAPD ↗
$218.2M RAUM · 4 reps · 866-694-6292
50
ETHOS CAPITAL MANAGEMENT, INC. — added office(s): 1 -> 2 additional locations. IAPD ↗
$155.4M RAUM · 4 reps · 215-968-1820
50
VERUS FINANCIAL GROUP — added office(s): 1 -> 2 additional locations. IAPD ↗
$158.7M RAUM · 4 reps · 713-909-3188
50
SENIOR TAX ADVISORY GROUP, INC. — added office(s): 1 -> 2 additional locations. IAPD ↗
$122.8M RAUM · 4 reps · 719-596-4844
50
ONESOURCE WEALTH MANAGEMENT — added office(s): 2 -> 3 additional locations. IAPD ↗
$149.8M RAUM · 2 reps · 9169673500 · wisemoneyguys.com
50
BEST LIFE INFINITY, LLC — added office(s): 1 -> 5 additional locations. IAPD ↗
$48.2M RAUM · 6 reps · 719-966-1985
50
MIRRETTI PERRYMAN WEALTH STRATEGIES, LLC — added office(s): 1 -> 2 additional locations. IAPD ↗
$178.9M RAUM · 3 reps · 847-983-0123 · mirrettiperryman.com
50
NEIL JESANI WEALTH MANAGEMENT — added office(s): 1 -> 3 additional locations. IAPD ↗
$194.2M RAUM · 5 reps · (954) 800-0460
50
FRUITFUL — added office(s): 0 -> 1 additional locations. IAPD ↗
$25.2M RAUM · 17 reps · 833-784-8050
50
LIGHT CAPITAL LLC — added office(s): 0 -> 1 additional locations. IAPD ↗
$135.3M RAUM · 1 reps · 424-625-2065 · lightcap.co
50
ATLAS — added office(s): 6 -> 7 additional locations. IAPD ↗
$153.9M RAUM · 5 reps · 805-557-8713
50
CONTRARY LEGACY LLC — added office(s): 1 -> 2 additional locations. IAPD ↗
$139.7M RAUM · 2 reps · 862-354-0870
50
NECTARINE — added office(s): 29 -> 31 additional locations. IAPD ↗
$0 RAUM · 31 reps · (858) 779-0115
50
APFORIA — added office(s): 6 -> 7 additional locations. IAPD ↗
$101.9M RAUM · 9 reps · (833) 780-2487
50
44 NORTH CAPITAL, LLC — added office(s): 0 -> 1 additional locations. IAPD ↗
$125.1M RAUM · 2 reps · 802-300-0614 · 44ncap.com
50
VISDOM INVESTMENT GROUP LLC — added office(s): 0 -> 1 additional locations. IAPD ↗
$53.1M RAUM · 4 reps · (203) 803-7222
50
SALIENT WEALTH PLANNING — added office(s): 0 -> 2 additional locations. IAPD ↗
$239.4M RAUM · 3 reps · 858-768-0096 · salientwealthplanning.com
50
TRIO WEALTH MANAGEMENT, LLC — added office(s): 2 -> 3 additional locations. IAPD ↗
$134.0M RAUM · 3 reps · (703) 459-9171 · triowm.com
50
ALTITUDE CAPITAL MANAGEMENT LLC — added office(s): 18 -> 27 additional locations. IAPD ↗
$103.6M RAUM · 26 reps · 515-207-3310 · altitudecm.com
50
INNOVATIVE FAMILY OFFICE LLC — added office(s): 5 -> 6 additional locations. IAPD ↗
$65.8M RAUM · 8 reps · (914) 427-8036 · innovativefo.com
50
RIVERTREE WEALTH — added office(s): 1 -> 2 additional locations. IAPD ↗
$143.1M RAUM · 3 reps · (501) 500-0893
50
LITTLE RIVER CAPITAL PARTNERS, LP — added office(s): 0 -> 1 additional locations. IAPD ↗
$160.1M RAUM · 7 reps · 917-224-7259 · littleriverinvest.com
50
BLUE BEAR FINANCIAL, LLC — added office(s): 0 -> 1 additional locations. IAPD ↗
$147.4M RAUM · 3 reps · 843-654-1377
50
SANDRO WEALTH MANAGEMENT LLC — added office(s): 4 -> 5 additional locations. IAPD ↗
$227.6M RAUM · 11 reps · 2016613416 · sandrowealth.com
50
STRIVE FINANCIAL GROUP, LLC — added office(s): 2 -> 3 additional locations. IAPD ↗
$246.7M RAUM · 8 reps · (317) 590-0146 · firefighterfinancialadvisor.com
50
STORGATE, LLC — added office(s): 1 -> 2 additional locations. IAPD ↗
$184.5M RAUM · 4 reps · (214) 434-1015 · storgate.com
50
W&S ADVISORY SERVICES, LLC — added office(s): 4 -> 7 additional locations. IAPD ↗
$5.3M RAUM · 9 reps · 513-361-7600 · meetfabric.com
50
CEDRUS WEALTH GROUP — added office(s): 0 -> 1 additional locations. IAPD ↗
$217.8M RAUM · 4 reps · 763-400-3224 · cedruswealthgroup.com
50
ROOTED FINANCIAL GROUP, LLC — added office(s): 0 -> 1 additional locations. IAPD ↗
$108.7M RAUM · 2 reps · 503-207-2067
50
CONNECTIVE WEALTH PARTNERS, LLC — added office(s): 6 -> 10 additional locations. IAPD ↗
$77.6M RAUM · 10 reps · (603) 498-1854 · connectivewealth.ai
50
CIO CAPITAL GROUP LLC — added office(s): 2 -> 3 additional locations. IAPD ↗
$40.1M RAUM · 2 reps · 212-516-4000
50
HERITAGE STRATEGIC WEALTH, LLC — added office(s): 0 -> 1 additional locations. IAPD ↗
$45.7M RAUM · 2 reps · 815-200-9774 · heritagestrategicwealth.com
50
TUTTLE WEALTH PARTNERS LLC — added office(s): 0 -> 3 additional locations. IAPD ↗
$75.1M RAUM · 3 reps · (800) 781-1219 · tuttlewealth.com
50
NAVIANT PARTNERS, LLC — added office(s): 0 -> 2 additional locations. IAPD ↗
$177.3M RAUM · 2 reps · (251) 725-9977 · naviantpartners.com
50
STONEBRIDGE FINANCIAL GROUP — added office(s): 0 -> 2 additional locations. IAPD ↗
$0 RAUM · 12 reps · 4154614961 · stonebridgefinancialgrp.com
50
CHARLES SCHWAB INVESTMENT MANAGEMENT, INC — moved its main office from LONE TREE, CO to SAN FRANCISCO, CA. IAPD ↗
$1721.03B RAUM · 175 reps · 800-650-9744 · thomaspartnersinvestmentmanagement.com
50
ARGENT ADVISORS, INC. — moved its main office from MONROE, LA to RUSTON, LA. IAPD ↗
$1.71B RAUM · 12 reps · 318-251-5800 · ruston.argentadvisors.com
50
NICHOLAS INVESTMENT PARTNERS, L.P. — moved its main office from RANCHO SANTA FE, CA to SAN DIEGO, CA. IAPD ↗
$1.45B RAUM · 5 reps · 858-759-4545 · nicpartners.com
50
REDHAWK WEALTH ADVISORS, INC. — moved its main office from BLOOMINGTON, MN to MINNEAPOLIS, MN. IAPD ↗
$1.46B RAUM · 47 reps · 952-835-4295 · kingdomcalling.com
50
CAPRICORN INVESTMENT GROUP LLC — moved its main office from PALO ALTO, CA to NEW YORK, NY. IAPD ↗
$18.85B RAUM · 16 reps · 646-289-3030 · capricornllc.com
50
CORNERSTONE WEALTH MANAGEMENT, LLC — moved its main office from ST. PETERS, MO to DES PERES, MO. IAPD ↗
$4.93B RAUM · 102 reps · (314) 394-1670
50
IBEX WEALTH ADVISORS, LLC — moved its main office from BEDMINSTER, NJ to WEST PALM BEACH, FL. IAPD ↗
$1.28B RAUM · 5 reps · 908-849-4800
50
GOOD LIFE ADVISORS, LLC — moved its main office from READING, PA to CELEBRATION, FL. IAPD ↗
$4.35B RAUM · 88 reps · 407-477-4887
50
WORLD INVESTMENT ADVISORS, LLC — moved its main office from SANTA BARBARA, CA to LINCROFT, NJ. IAPD ↗
$71.64B RAUM · 471 reps · 800-833-1862
50
TALON LLC — moved its main office from THE VILLAGES, FL to SAN JUAN, PR. IAPD ↗
$1.06B RAUM · 8 reps · (352) 751-3200 · guardingyournestegg.com
50
PLATFORM TECHNOLOGY PARTNERS — moved its main office from NEW YORK, NY to LOCUST VALLEY, NY. IAPD ↗
$1.23B RAUM · 9 reps · 212-444-2362 · neprivatewealth.com
50
CORIENT — moved its main office from MIAMI, FL to MIAMI, IL. IAPD ↗
$165.25B RAUM · 620 reps · (305) 735-2020
50
MODERN WEALTH MANAGEMENT, LLC — moved its main office from LENEXA, KS to KANSAS CITY, MO. IAPD ↗
$10.90B RAUM · 102 reps · 913-393-1000 · ogrizovichfinancial.site
48
ESTATE & TRUST ADVISORS — moved its main office from NORTHBROOK, IL to RIVERWOODS, IL. IAPD ↗
$256.5M RAUM · 4 reps · 847-441-4600 · etaadvisor.com
48
AFT, FORSYTH AND COMPANY, INC. — moved its main office from WEST PALM BEACH, FL to JUPITER, FL. IAPD ↗
$258.6M RAUM · 1 reps · 561-296-6680
48
ASSETBUILDER, INC. — moved its main office from PLANO, TX to ALLEN, TX. IAPD ↗
$812.7M RAUM · 7 reps · 972-535-4040
48
SOUTH SHORE CAPITAL ADVISORS, LLC — moved its main office from COHASSET, MA to BOSTON, MA. IAPD ↗
$272.8M RAUM · 2 reps · 781-740-9310 · sscainvest.com
48
LIGHTHOUSE RETIREMENT — moved its main office from JACKSONVILLE, FL to PONTE VEDRA, FL. IAPD ↗
$284.6M RAUM · 1 reps · 772-299-7169 · lighthouseretirement.com
48
PERINI CAPITAL — moved its main office from SCOTTSDALE, AZ to CARLSBAD, NM. IAPD ↗
$329.8M RAUM · 2 reps · 575-725-1978
48
SEROS FINANCIAL, LLC — moved its main office from TEMPE, AZ to GILBERT, AZ. IAPD ↗
$359.2M RAUM · 7 reps · 480-967-1155
48
GENERATIONS WEALTH, LLC — moved its main office from MASON, OH to CINCINNATI, OH. IAPD ↗
$307.8M RAUM · 6 reps · (513) 834-8056 · generationswealth.com
48
EXODUS WEALTH, LLC — moved its main office from SAN RAMON, CA to FORT LAUDERDALE, FL. IAPD ↗
$483.6M RAUM · 51 reps · 925-791-4444 · thinkfloresfinancial.com
48
AURORA PRIVATE WEALTH, INC. — moved its main office from ROCKAWAY, NJ to TOTOWA, NJ. IAPD ↗
$374.0M RAUM · 16 reps · 973-394-0404
48
WESTWARD INVESTMENT ADVISORY — moved its main office from PRAIRIE VILLAGE, KS to MISSION, KS. IAPD ↗
$571.5M RAUM · 3 reps · 414-716-6300 · westwardinvestment.com
48
MATRIX PRIVATE CAPITAL GROUP — moved its main office from NEW YORK, NY to CHICAGO, IL. IAPD ↗
$561.0M RAUM · 5 reps · 312-736-9572 · matrixpcg.com
48
AZTLAN EQUITY MANAGEMENT, LLC — moved its main office from MONTERREY, NL, to MCLEAN, VA. IAPD ↗
$851.1M RAUM · 0 reps · 01-703-47-8020 · aztlanem.com
48
PGI WEALTH MANAGEMENT — moved its main office from MILTON, GA to ALPHARETTA, GA. IAPD ↗
$930.6M RAUM · 7 reps · (888) 493-9022
48
KAIZEN FINANCIAL STRATEGIES, LLC — moved its main office from CAMPBELL, CA to PLEASANTON, CA. IAPD ↗
$287.1M RAUM · 5 reps · (408) 819-9010
48
PAN GLOBAL ADVISERS, LLC — moved its main office from COSTA MESA, CA to NEWPORT BEACH, CA. IAPD ↗
$270.5M RAUM · 1 reps · 949-878-9410 · familyofficeria.com
48
FOCUSED ALPHA, LLC — moved its main office from DENVER, CO to GREENWOOD VILLAGE, CO. IAPD ↗
$663.9M RAUM · 5 reps · 303-529-5100
48
ALPHA LEONIS PARTNERS, LLC — moved its main office from NEW YORK, NY to WAYNE, PA. IAPD ↗
$418.4M RAUM · 1 reps · 484-203-2910
48
SEVEN MILE ADVISORY LLC — moved its main office from EWING, NJ to TALLAHASSEE, FL. IAPD ↗
$416.8M RAUM · 4 reps · 212-365-5562
48
SELBY LANE CAPITAL, LLC — moved its main office from MENLO PARK, CA to CHARLOTTESVILLE, VA. IAPD ↗
$505.4M RAUM · 3 reps · 650-463-9511 · selbylane.com
48
LEGACY WEALTH ADVISORS, LLC — moved its main office from MIAMI, FL to NORTH MIAMI BEACH, FL. IAPD ↗
$922.8M RAUM · 5 reps · 305-808-6140 · lwgadvisors.com
48
LYNK CAPITAL MANAGEMENT COMPANY, LLC — moved its main office from RALEIGH, NC to JACKSONVILLE, FL. IAPD ↗
$359.6M RAUM · 3 reps · 844-489-8454 · lynkcapital.com
48
THRYVE WEALTH MANAGEMENT — moved its main office from IRVING, TX to SANTA BARBARA, CA. IAPD ↗
$304.0M RAUM · 4 reps · 805-451-2909 · thryvewealthmanagement.com
48
MAXQ ASSET MANAGEMENT LLC — moved its main office from NEWPORT BEACH, CA to GREENWOOD VILLAGE, CO. IAPD ↗
$407.7M RAUM · 1 reps · 720-452-2343 · maxqam.com
45
CHARLES SCHWAB & CO., INC. — moved its main office from LONE TREE, CO to SAN FRANCISCO, CA. IAPD ↗
$0 RAUM · 4127 reps · 415-667-7000
45
WESTPARK CAPITAL, INC. — moved its main office from NEW YORK, NY to LOS ANGELES, CA. IAPD ↗
$53.1M RAUM · 11 reps · 310-843-9300 · wpcapital.com
45
RCM ROBINSON CAPITAL MANAGEMENT LLC — moved its main office from MILL VALLEY, CA to SACRAMENTO, CA. IAPD ↗
$61.8M RAUM · 1 reps · 415-771-9421 · robinsoncapital.com
45
WATER VALLEY INVESTMENT ADVISORS, INC. — moved its main office from LITTLE ELM, TX to SIOUX CENTER, IA. IAPD ↗
$157.2M RAUM · 3 reps · 7123950764 · wviainc.com
45
COMPREHENSIVE CAPITAL MANAGEMENT, INC. — moved its main office from ROCKAWAY, NJ to TOTOWA, NJ. IAPD ↗
$77.5M RAUM · 9 reps · 973-394-0404 · harperandhodge.com
45
MARIN WEALTH ADVISORS LLC — moved its main office from NOVATO, CA to SAN RAFAEL, CA. IAPD ↗
$69.4M RAUM · 2 reps · 415-458-5880 · marinwealthadvisors.com
45
THE PRIVATE INVESTMENT GROUP, INC. — moved its main office from CENTERVILLE, OH to KETTERING, OH. IAPD ↗
$179.3M RAUM · 2 reps · 937-434-0500 · tpiginc.com
45
SCHAFFER & COMPANY ASSET MANAGEMENT, INC. — moved its main office from ROCHESTER, NY to JACKSONVILLE, FL. IAPD ↗
$90.8M RAUM · 1 reps · 585-563-8626 · gregoryschaffer.com
45
FAMILYWEALTH ASSET MANAGEMENT — moved its main office from DALLAS, TX to LAKE MARY, FL. IAPD ↗
$177.0M RAUM · 3 reps · 866-746-3743 · familywealth.us
45
TOPTURN CAPITAL, LLC — moved its main office from MONTEREY, CA to CARMEL, CA. IAPD ↗
$187.4M RAUM · 4 reps · (831) 324-0481
45
SCHWAB WEALTH ADVISORY, INC. — moved its main office from LONE TREE, CO to SAN FRANCISCO, CA. IAPD ↗
$0 RAUM · 1375 reps · 415-667-7000
45
REVALUE LLC — moved its main office from HOWELL, MI to GRAND RAPIDS, MI. IAPD ↗
$128.5M RAUM · 4 reps · 888-642-2728
45
HARBOR ITHAKA — moved its main office from MIAMI, FL to AVENTURA, FL. IAPD ↗
$171.2M RAUM · 3 reps · 305-755-7600 · hbr-itk.com
45
GLASS RETIREMENT STRATEGIES, INC. — moved its main office from BINGHAM FARMS, MI to WEST BLOOMFIELD, MI. IAPD ↗
$20.1M RAUM · 1 reps · 248 647-2822 · glassretirement.com
45
ABBINGTON INVESTMENT GROUP, LLC — moved its main office from WESTPORT, CT to SOUTH PORTLAND, ME. IAPD ↗
$202.1M RAUM · 3 reps · 207-433-5820 · abbingtongroup.com
45
COLARION — moved its main office from BIRMINGHAM, AL to MOUNTAIN BROOK, AL. IAPD ↗
$188.3M RAUM · 3 reps · 205 410 9443
45
WEALTHUNITE ADVISORS, LLC — moved its main office from NEW YORK, NY to MANHASSET, NY. IAPD ↗
$63.1M RAUM · 1 reps · (516) 805-2024
45
PROVIDENT FINANCIAL PLANNING, LLC — moved its main office from PLANO, TX to ADDISON, TX. IAPD ↗
$174.2M RAUM · 2 reps · 888-752-6234 · providentfp.com
45
WHITE KNIGHT STRATEGIC WEALTH ADVISORS, LLC — moved its main office from PRINCETON, NJ to LAWRENCEVILLE, NJ. IAPD ↗
$207.4M RAUM · 5 reps · 609-945-1772 · wkswa.com
45
PLANROCK WEALTH STRATEGIES, LLC — moved its main office from FRANKLIN, TN to BRENTWOOD, TN. IAPD ↗
$71.0M RAUM · 6 reps · 800-677-6025 · planrock.com
45
VERTIS WEALTH, LLC — moved its main office from KALAMAZOO, MI to CHICAGO, IL. IAPD ↗
$140.7M RAUM · 6 reps · 774-874-3686 · vertiswealth.com
45
GILPIN WEALTH MANAGEMENT LLC — moved its main office from DENVER, CO to GOLDEN, CO. IAPD ↗
$227.2M RAUM · 4 reps · 720-893-2800 · gilpinwealth.com
45
BUCKEYE-PACIFIC — moved its main office from CHICAGO, IL to NAPLES, FL. IAPD ↗
$225.4M RAUM · 3 reps · 312-858-1670 · twinlakefunds.com
45
MAIDEN COVE CAPITAL — moved its main office from CAPE ELIZABETH, ME to YARMOUTH, ME. IAPD ↗
$153.7M RAUM · 2 reps · 207-482-3840 · maidencove.com
45
TRG INVESTMENT ADVISORS, LLC — moved its main office from BRATTLEBORO, VT to DENVER, CO. IAPD ↗
$167.1M RAUM · 6 reps · 800-222-6016
45
STREETBEAT LLC — moved its main office from PALO ALTO, CA to WILMINGTON, DE. IAPD ↗
$4.9M RAUM · 0 reps · 650-204-0399
45
UNITY WEALTH PARTNERS — moved its main office from ORANGE, CA to NEWPORT BEACH, CA. IAPD ↗
$7.1M RAUM · 2 reps · (949) 688-0928 · nurtureplanning.com
45
STRADA FINANCIAL GROUP LLC — moved its main office from FAIRVIEW, OR to BORING, OR. IAPD ↗
$159.2M RAUM · 2 reps · 503-667-5355 · stradafg.com
45
VECTOR TECHNOLOGIES, LLC — moved its main office from MIAMI, FL to MIAMI BEACH, FL. IAPD ↗
$0 RAUM · 2 reps · 305-317-0140
45
REWBIX — moved its main office from HOUSTON, TX to AUSTIN, TX. IAPD ↗
$20,000 RAUM · 1 reps · 650-309-9099 · rewbix.com
45
RIGDEN CAPITAL STRATEGIES — moved its main office from DENVER, CO to ENGLEWOOD, CO. IAPD ↗
$130.1M RAUM · 6 reps · 303-351-1618
45
BERILIUM — moved its main office from SANTA ANA, CA to LAKE FOREST, CA. IAPD ↗
$4.5M RAUM · 1 reps · (640) 300-0475 · berilium.co
45
FINANCIAL MANAGEMENT ASSOCIATES, LLC — moved its main office from NORTH ANDOVER, MA to WINDHAM, NH. IAPD ↗
$135.8M RAUM · 1 reps · 978-687-2867 · fmallc.com
45
VISDOM INVESTMENT GROUP LLC — moved its main office from WESTPORT, CT to RYE BROOK, NY. IAPD ↗
$53.1M RAUM · 4 reps · (203) 803-7222
45
SALIENT WEALTH PLANNING — moved its main office from SAN DIEGO, CA to ENCINITAS, CA. IAPD ↗
$239.4M RAUM · 3 reps · 858-768-0096 · salientwealthplanning.com
45
RDG CAPITAL MANAGEMENT LLC — moved its main office from ROCHESTER, NY to PITTSFORD, NY. IAPD ↗
$131.8M RAUM · 3 reps · 585-673-2690 · rdgcapitalmanagement.com
45
MURPHY CLARKE WILLIAMS & STONE LLC — moved its main office from CORAL GABLES, FL to MIAMI BEACH, FL. IAPD ↗
$181.2M RAUM · 2 reps · (305) 954-1521 · mcwstone.com
45
VINCENT WEALTH ADVISORS LLC — moved its main office from HINGHAM, MA to NORWELL, MA. IAPD ↗
$152.9M RAUM · 1 reps · (781) 556-8623 · vincentwealth.com
45
EAGLE'S CREST ADVISORS, LLC — moved its main office from MELVILLE, NY to HUNTINGTON, NY. IAPD ↗
$65.3M RAUM · 1 reps · 646-627-6030
45
AFT US CAPITAL LLC — moved its main office from PALO ALTO, CA to SAN FRANCISCO, CA. IAPD ↗
$214 RAUM · 0 reps · 213-454-0601 · aspireapp.com
45
NORTHILL AIMS, LLC — moved its main office from DALLAS, TX to RICHARDSON, TX. IAPD ↗
$249.5M RAUM · 2 reps · (972) 480-6202 · northillaims.com
45
PIPER SANDLER & CO. — added office(s): 8 -> 9 additional locations. IAPD ↗institutional
$1.28B RAUM · 31 reps · 612-303-6000 · pipersandler.com
45
CHRISTIAN BROTHERS INVESTMENT SERVICES, INC. — added office(s): 0 -> 1 additional locations. IAPD ↗institutional
$11.94B RAUM · 3 reps · 312-803-6440
45
BLACKROCK FUND ADVISORS — added office(s): 5 -> 6 additional locations. IAPD ↗institutional
$4282.22B RAUM · 122 reps · 415 670 2000
45
BLACKROCK ADVISORS, LLC — added office(s): 8 -> 9 additional locations. IAPD ↗institutional
$1096.12B RAUM · 137 reps · 212 810 5300
45
TIAA-CREF INVESTMENT MANAGEMENT LLC — added office(s): 19 -> 28 additional locations. IAPD ↗institutional
$292.13B RAUM · 296 reps · 212-490-9000
45
USI ADVISORS — added office(s): 12 -> 13 additional locations. IAPD ↗institutional
$56.28B RAUM · 48 reps · 860-633-5283 · usiadvisorsinc.com
45
VALLEY VIEW CONSULTING LLC — added office(s): 6 -> 7 additional locations. IAPD ↗institutional
$17.80B RAUM · 8 reps · (540)297-3419 · valleyviewconsultingllc.com
45
MISSIONSQUARE INVESTMENTS — added office(s): 7 -> 9 additional locations. IAPD ↗institutional
$52.93B RAUM · 47 reps · 202-962-4600 · vantagepointfunds.org
45
APOLLO INVESTMENT MANAGEMENT, L.P. — added office(s): 26 -> 28 additional locations. IAPD ↗institutional
$3.32B RAUM · 912 reps · 212-515-3200 · apollo.com
45
ADHESION WEALTH ADVISOR SOLUTIONS — added office(s): 1 -> 2 additional locations. IAPD ↗institutional
$11.05B RAUM · 15 reps · 888-295-8351 · adhesionwealth.com
45
ACCOLADE ASSET/LIABILITY ADVISORY SERVICES — added office(s): 2 -> 6 additional locations. IAPD ↗institutional
$1.60B RAUM · 5 reps · 614-816-2694 · accoladeadvisory.com
45
APOLLO CREDIT MANAGEMENT, LLC — added office(s): 26 -> 28 additional locations. IAPD ↗institutional
$29.97B RAUM · 912 reps · 212-515-3200
45
PTMA INVESTMENT ADVISORS — added office(s): 6 -> 13 additional locations. IAPD ↗institutional
$104.24B RAUM · 81 reps · 855-395-3954 · ncclass.com
45
CERITY PARTNERS RETIREMENT PLAN CONSULTANTS — added office(s): 21 -> 29 additional locations. IAPD ↗institutional
$20.82B RAUM · 75 reps · 212-850-4260
45
BREVAN HOWARD US INVESTMENT MANAGEMENT LP — added office(s): 4 -> 14 additional locations. IAPD ↗institutional
$34.39B RAUM · 114 reps · 212-602-7800
45
MONROE CAPITAL BDC ADVISORS, LLC — added office(s): 5 -> 6 additional locations. IAPD ↗institutional
$6.71B RAUM · 21 reps · (312) 258-8300
45
BLACKSTONE ALTERNATIVE INVESTMENT ADVISORS LLC — added office(s): 5 -> 6 additional locations. IAPD ↗institutional
$5.39B RAUM · 111 reps · 212-583-5000
45
ALLIANT RETIREMENT CONSULTING — added office(s): 8 -> 11 additional locations. IAPD ↗institutional
$7.37B RAUM · 30 reps · (713) 470-4208 · alliantretirementconsulting.com
45
THOROFARE, LLC — added office(s): 3 -> 4 additional locations. IAPD ↗institutional
$1.40B RAUM · 17 reps · 617-880-7494
45
CRESCENT CAP ADVISORS, LLC — added office(s): 4 -> 5 additional locations. IAPD ↗institutional
$1.81B RAUM · 0 reps · 310-235-5900 · crescentbdc.com
45
CION ARES MANAGEMENT, LLC — added office(s): 2 -> 3 additional locations. IAPD ↗institutional
$8.00B RAUM · 11 reps · 212-418-4700 · aresmgmt.com
45
MAGNETAR ASSET MANAGEMENT LLC — added office(s): 1 -> 2 additional locations. IAPD ↗institutional
$1.92B RAUM · 26 reps · 847-905-4400 · magnetar.com
45
OAKTREE FUND ADVISORS, LLC — added office(s): 9 -> 11 additional locations. IAPD ↗institutional
$14.10B RAUM · 225 reps · 213-830-6300 · osc.brookfieldoaktree.com
45
ADVISOR LOGISTICS, LLC — added office(s): 0 -> 1 additional locations. IAPD ↗institutional
$6.29B RAUM · 2 reps · 210-346-8321 · advisorlogistics.com
45
FS/KKR ADVISOR, LLC — added office(s): 7 -> 10 additional locations. IAPD ↗institutional
$16.10B RAUM · 192 reps · 215-220-6651
45
BLACKSTONE CREDIT BDC ADVISORS LLC — added office(s): 12 -> 13 additional locations. IAPD ↗institutional
$100.65B RAUM · 443 reps · 212-503-2100 · pandora.com
45
CHURCHILL INVESTMENT MANAGEMENT, LLC — added office(s): 2 -> 3 additional locations. IAPD ↗institutional
$12.14B RAUM · 16 reps · 646-517-5353
45
M&G INVESTMENTS (USA) INC. — added office(s): 1 -> 2 additional locations. IAPD ↗institutional
$14.32B RAUM · 21 reps · 1-872-263-2275 · mandg.com
45
INFRARED CAPITAL PARTNERS (US) LLC — added office(s): 0 -> 1 additional locations. IAPD ↗institutional
$2.44B RAUM · 21 reps · 1-212-297-2650
45
ELDRIDGE STRUCTURED CREDIT ADVISERS, LLC — added office(s): 5 -> 9 additional locations. IAPD ↗institutional
$10.53B RAUM · 110 reps · 212-895-2000
45
SILVER POINT SPECIALTY CREDIT FUND MANAGEMENT, LLC — added office(s): 8 -> 9 additional locations. IAPD ↗institutional
$1.26B RAUM · 117 reps · (203) 542-4200
45
AGTB FUND MANAGER, LLC — added office(s): 1 -> 2 additional locations. IAPD ↗institutional
$4.51B RAUM · 88 reps · 212-692-2000 · agtbcap.com
45
CRESCENT CAP NT ADVISORS, LLC — added office(s): 4 -> 5 additional locations. IAPD ↗institutional
$1.11B RAUM · 0 reps · 310-235-5900 · crescentprivatecredit.com
45
REX ADVISERS, LLC — added office(s): 0 -> 2 additional locations. IAPD ↗institutional
$1.58B RAUM · 5 reps · 305-742-0151
45
BDT & MSD BDC MANAGEMENT, LLC — added office(s): 11 -> 12 additional locations. IAPD ↗institutional
$7.18B RAUM · 231 reps · 212-303-1650 · bdtmsd.com
45
FPLF MANAGEMENT LLC — added office(s): 16 -> 18 additional locations. IAPD ↗institutional
$1.49B RAUM · 73 reps · 212-798-6100
45
TEMA ETFS LLC — added office(s): 0 -> 1 additional locations. IAPD ↗institutional
$1.46B RAUM · 8 reps · 443-222-1771 · temaetfs.com
45
FIRST TRYON ADVISORS — added office(s): 1 -> 2 additional locations. IAPD ↗institutional
$1.01B RAUM · 7 reps · 704-926-2453 · firsttryon.com
45
1823 PARTNERS (US) LLC — added office(s): 0 -> 1 additional locations. IAPD ↗institutional
$18.53B RAUM · 30 reps · 202-431-7882 · 1823.partners
45
BLUE OWL ALTERNATIVE CREDIT ADVISORS II LLC — added office(s): 6 -> 8 additional locations. IAPD ↗institutional
$1.60B RAUM · 250 reps · (212) 419-3000
45
PERTENTO ADVISORS LLC — added office(s): 2 -> 3 additional locations. IAPD ↗institutional
$4.77B RAUM · 4 reps · 1 305 347 5123
45
VANGUARD CAPITAL MANAGEMENT, LLC — added office(s): 1 -> 2 additional locations. IAPD ↗institutional
$8436.18B RAUM · 235 reps · 610-669-1000
45
VANGUARD PORTFOLIO MANAGEMENT, LLC — added office(s): 1 -> 2 additional locations. IAPD ↗institutional
$2656.48B RAUM · 105 reps · 610-669-1000
43
PARADIGM ASSET MANAGEMENT — added office(s): 0 -> 1 additional locations. IAPD ↗institutional
$441.7M RAUM · 4 reps · 212-771-6100 · paradigmasset.com
43
CENTRAL TRUST BANK — added office(s): 3 -> 4 additional locations. IAPD ↗institutional
$554.1M RAUM · 3 reps · 573-634-1105
43
TAIBER, KOSMALA & ASSOCIATES, LLC — added office(s): 0 -> 1 additional locations. IAPD ↗institutional
$716.7M RAUM · 7 reps · 312-300-4781 · taiberkosmala.com
43
ALPHACENTRIC ADVISORS LLC — added office(s): 2 -> 3 additional locations. IAPD ↗institutional
$433.1M RAUM · 7 reps · 6467578387 · alphacentricfunds.com
43
CHICAGO ATLANTIC BDC ADVISERS, LLC — added office(s): 0 -> 2 additional locations. IAPD ↗institutional
$342.0M RAUM · 0 reps · 312-625-9295 · lien.chicagoatlantic.com
43
EFG ASSET MANAGEMENT (NORTH AMERICA) CORP — added office(s): 0 -> 1 additional locations. IAPD ↗institutional
$808.9M RAUM · 4 reps · 503-889-5210
43
APOLLO S3 RIC MANAGEMENT, L.P. — added office(s): 26 -> 28 additional locations. IAPD ↗institutional
$423.8M RAUM · 912 reps · 212-515-3200
43
SILVER POINT PRIVATE CREDIT FUND MANAGEMENT, LLC — added office(s): 8 -> 9 additional locations. IAPD ↗institutional
$358.6M RAUM · 117 reps · (203) 542-4200
43
ADAMS STREET ADVISORS, LLC — added office(s): 7 -> 8 additional locations. IAPD ↗institutional
$524.2M RAUM · 190 reps · 312-553-7890 · adamsstreetpartners.com
43
SMA CAPITAL LLC — added office(s): 2 -> 3 additional locations. IAPD ↗institutional
$553.5M RAUM · 7 reps · (860) 839-0074 · smacap.com
43
AUREON MANAGEMENT LLC — added office(s): 0 -> 1 additional locations. IAPD ↗institutional
$481.0M RAUM · 7 reps · 917-767-3845
40
AON SECURITIES LLC — added office(s): 0 -> 1 additional locations. IAPD ↗institutional
$0 RAUM · 14 reps · 312-381-4488
40
FEDERATED SECURITIES CORP. — added office(s): 0 -> 3 additional locations. IAPD ↗institutional
$0 RAUM · 213 reps · (412) 288-1900
40
USI SECURITIES, INC. — added office(s): 15 -> 21 additional locations. IAPD ↗institutional
$0 RAUM · 24 reps · 860-652-3239
40
BOSTON MANAGEMENT AND RESEARCH — added office(s): 0 -> 3 additional locations. IAPD ↗fund
$154.73B RAUM · 144 reps · 617-482-8260
40
BRIDGEWATER ASSOCIATES, LP — added office(s): 4 -> 5 additional locations. IAPD ↗fund
$150.16B RAUM · 255 reps · 203-226-3030 · soundcloud.com
40
AON INVESTMENTS USA INC. — added office(s): 12 -> 14 additional locations. IAPD ↗fund
$150.99B RAUM · 248 reps · 13123817963 · aon.com
40
PGIM, INC. — added office(s): 15 -> 16 additional locations. IAPD ↗fund
$1131.64B RAUM · 1350 reps · 973-367-6335 · pgim.com
40
PORTFOLIO ADVISORS LLC — added office(s): 7 -> 8 additional locations. IAPD ↗fund
$47.84B RAUM · 83 reps · 203-662-3456 · futurestandard.com
40
BLACKSTONE ALTERNATIVE ASSET MANAGEMENT L.P. — added office(s): 5 -> 6 additional locations. IAPD ↗fund
$92.04B RAUM · 111 reps · 212-583-5000
40
POLEN CAPITAL CREDIT, LLC — added office(s): 1 -> 2 additional locations. IAPD ↗fund
$6.13B RAUM · 28 reps · 781-283-8500 · polencapital.com
40
AEW CAPITAL MANAGEMENT LP — added office(s): 5 -> 6 additional locations. IAPD ↗fund
$3.02B RAUM · 130 reps · 617-261-9000
40
LASALLE INVESTMENT MANAGEMENT — added office(s): 4 -> 6 additional locations. IAPD ↗fund
$11.46B RAUM · 73 reps · 312-897-4000
40
ADAMS STREET PARTNERS, LLC — added office(s): 7 -> 8 additional locations. IAPD ↗fund
$63.40B RAUM · 190 reps · 312-553-7890 · adamsstreetpartners.com
40
BLACKROCK REALTY ADVISORS INC — added office(s): 3 -> 4 additional locations. IAPD ↗fund
$1.12B RAUM · 34 reps · 212 810 5300 · douyin.com
40
WESTERN TECHNOLOGY INVESTMENT (WTI) — added office(s): 0 -> 1 additional locations. IAPD ↗fund
$2.02B RAUM · 15 reps · 650-234-4300
40
SSGA FUNDS MANAGEMENT, INC. — added office(s): 2 -> 3 additional locations. IAPD ↗fund
$1420.65B RAUM · 220 reps · 617-786-3000
40
RATIONAL ADVISORS, INC. — added office(s): 1 -> 2 additional locations. IAPD ↗fund
$2.56B RAUM · 8 reps · 6467578387 · catalyst-insights.com
40
BLACKSTONE ASSET BASED FINANCE ADVISORS LP — added office(s): 3 -> 6 additional locations. IAPD ↗fund
$70.45B RAUM · 386 reps · 212-503-2100 · blackstone.podbean.com
40
PROXYVOTE PLUS, LLC — added office(s): 2 -> 3 additional locations. IAPD ↗institutional
$0 RAUM · 5 reps · 847-525-8472 · proxyvoteplus.com
40
MARINER INVESTMENT GROUP, LLC — added office(s): 5 -> 6 additional locations. IAPD ↗fund
$149.62B RAUM · 91 reps · 914-670-4300 · marinerinvestment.com
40
MORGAN STANLEY REAL ESTATE ADVISOR, INC. — added office(s): 4 -> 16 additional locations. IAPD ↗institutional
$0 RAUM · 170 reps · (212) 761-7160 · morganstanley.com
40
FEDERATED ADVISORY SERVICES COMPANY — added office(s): 3 -> 4 additional locations. IAPD ↗institutional
$0 RAUM · 74 reps · (412) 288-1900
40
FORTRESS INVESTMENT GROUP — added office(s): 16 -> 18 additional locations. IAPD ↗fund
$87.30B RAUM · 432 reps · 212-798-6100 · fortress.com
40
ARES MANAGEMENT LLC — added office(s): 53 -> 67 additional locations. IAPD ↗fund
$458.82B RAUM · 1550 reps · 310-201-4100 · aresfoundation.org
40
COURAGE CAPITAL MANAGEMENT, LLC — added office(s): 1 -> 2 additional locations. IAPD ↗fund
$1.45B RAUM · 14 reps · 615-369-0110 · couragecap.com
40
AEA INVESTORS SBF LP — added office(s): 0 -> 1 additional locations. IAPD ↗fund
$3.48B RAUM · 112 reps · 212-644-5900 · aeainvestors.com
40
BLACKSTONE REAL ESTATE ADVISORS EUROPE L.P. — added office(s): 13 -> 14 additional locations. IAPD ↗fund
$2.79B RAUM · 363 reps · 212-583-5000 · blackstone.podbean.com
40
BLACKSTONE ALTERNATIVE CREDIT ADVISORS LP — added office(s): 12 -> 13 additional locations. IAPD ↗fund
$44.11B RAUM · 443 reps · 212-503-2100 · spoti.fi
40
BALYASNY ASSET MANAGEMENT L.P. — added office(s): 29 -> 33 additional locations. IAPD ↗fund
$248.14B RAUM · 1026 reps · 312-499-2999
40
PALOMA PARTNERS MANAGEMENT COMPANY — added office(s): 1 -> 3 additional locations. IAPD ↗fund
$30.29B RAUM · 30 reps · 203-862-8000
40
GLG LLC — added office(s): 3 -> 4 additional locations. IAPD ↗fund
$7.04B RAUM · 26 reps · 212-649-6600 · man.com
40
MORGAN STANLEY INFRASTRUCTURE INC. — added office(s): 6 -> 7 additional locations. IAPD ↗fund
$15.97B RAUM · 48 reps · 1 212 761-7160 · morganstanley.com
40
BLACKSTONE STRATEGIC ALLIANCE ADVISORS L.L.C. — added office(s): 5 -> 6 additional locations. IAPD ↗fund
$3.01B RAUM · 111 reps · 212-583-5000
40
BLACKSTONE REAL ESTATE ADVISORS L.P. — added office(s): 13 -> 14 additional locations. IAPD ↗fund
$130.74B RAUM · 363 reps · 212-583-5000
40
KOHLBERG KRAVIS ROBERTS & CO. L.P. — added office(s): 19 -> 22 additional locations. IAPD ↗fund
$381.60B RAUM · 636 reps · 212-750-8300 · kkr.com
40
CASTLELAKE, L.P. — added office(s): 6 -> 8 additional locations. IAPD ↗fund
$35.29B RAUM · 98 reps · 612-851-3000
40
BLACKSTONE REAL ESTATE SPECIAL SITUATIONS ADVISORS L.L.C. — added office(s): 5 -> 6 additional locations. IAPD ↗fund
$69.79B RAUM · 134 reps · 212-583-5000
40
KKR CREDIT ADVISORS (US) LLC — added office(s): 7 -> 10 additional locations. IAPD ↗fund
$270.85B RAUM · 181 reps · 415-315-3620 · kkrfunds.com
40
PFM HEALTH SCIENCES, LP — added office(s): 1 -> 2 additional locations. IAPD ↗fund
$1.27B RAUM · 7 reps · 415-281-1000 · pfmhealthsciences.com
40
VOLEON CAPITAL MANAGEMENT LP — added office(s): 1 -> 3 additional locations. IAPD ↗fund
$29.38B RAUM · 28 reps · 510-704-9870
40
ISECTORS, LLC — added office(s): 1 -> 2 additional locations. IAPD ↗institutional
$0 RAUM · 3 reps · 920-731-4455 · isectors.com
40
GC ADVISORS LLC — added office(s): 7 -> 8 additional locations. IAPD ↗fund
$177.85B RAUM · 274 reps · 312-205-5050
40
STOCKBRIDGE CAPITAL GROUP, LLC — added office(s): 3 -> 4 additional locations. IAPD ↗fund
$21.55B RAUM · 27 reps · 415-658-3300 · stockbridge.com
40
COREBRIDGE INSTITUTIONAL INVESTMENTS (U.S.), LLC — added office(s): 11 -> 12 additional locations. IAPD ↗fund
$121.46B RAUM · 248 reps · 212-458-6082 · corebridgefinancial.com
40
BROOKFIELD ASSET MANAGEMENT PIC US, LLC — added office(s): 44 -> 46 additional locations. IAPD ↗fund
$105.30B RAUM · 1790 reps · 212-417-7000 · brookfield.com
40
BLACKSTONE LIQUID CREDIT ADVISORS I LLC — added office(s): 4 -> 5 additional locations. IAPD ↗fund
$51.63B RAUM · 408 reps · 212-503-2100
40
TENOR CAPITAL MANAGEMENT COMPANY, L.P. — added office(s): 0 -> 1 additional locations. IAPD ↗fund
$10.17B RAUM · 18 reps · 212 918-5302 · tenorcapital.com
40
LONG SHORT ADVISORS, LLC — added office(s): 0 -> 1 additional locations. IAPD ↗institutional
$154.2M RAUM · 1 reps · 215-399-9409 · longshortadvisors.com
40
PERCEPTIVE ADVISORS — added office(s): 3 -> 4 additional locations. IAPD ↗fund
$11.77B RAUM · 28 reps · 646-205-5300
40
LGK ADVISORS, LLC — added office(s): 0 -> 1 additional locations. IAPD ↗fund
$4.39B RAUM · 10 reps · 212-378-3700 · lsvadvisors.com
40
NEW MOUNTAIN FINANCE ADVISERS, L.L.C. — added office(s): 5 -> 8 additional locations. IAPD ↗fund
$11.23B RAUM · 45 reps · 212-720-0300 · newmountainfinance.com
40
ELDRIDGE CREDIT ADVISERS, LLC — added office(s): 5 -> 9 additional locations. IAPD ↗fund
$8.46B RAUM · 110 reps · 212-895-2000
40
SWBC INVESTMENT ADVISORY SERVICES LLC — added office(s): 0 -> 3 additional locations. IAPD ↗institutional
$0 RAUM · 6 reps · 717.816.4162 · swbc.com
40
VERITION FUND MANAGEMENT LLC — added office(s): 22 -> 24 additional locations. IAPD ↗fund
$139.39B RAUM · 520 reps · 203-742-7700
40
JERICHO CAPITAL ASSET MANAGEMENT L.P. — added office(s): 0 -> 1 additional locations. IAPD ↗fund
$10.11B RAUM · 8 reps · 212-946-7650 · jerichocap.com
40
BOW RIVER CAPITAL — added office(s): 0 -> 2 additional locations. IAPD ↗fund
$3.15B RAUM · 37 reps · 303-861-8466 · bowriverevergreen.com
40
BAYVIEW ASSET MANAGEMENT, LLC — added office(s): 2 -> 3 additional locations. IAPD ↗fund
$64.21B RAUM · 195 reps · 305-854-8880 · bayview.com
40
MONROE CAPITAL MANAGEMENT ADVISORS LLC — added office(s): 5 -> 6 additional locations. IAPD ↗fund
$18.56B RAUM · 79 reps · (312) 258-8300
40
ALPINE INVESTORS — added office(s): 1 -> 2 additional locations. IAPD ↗fund
$18.91B RAUM · 73 reps · 415-392-9100 · alpineinvestors.com
40
WESTPORT CAPITAL PARTNERS LLC — added office(s): 1 -> 2 additional locations. IAPD ↗fund
$8.92B RAUM · 12 reps · 203-429-8600 · westportcp.com
40
PCCP, LLC — added office(s): 4 -> 5 additional locations. IAPD ↗fund
$20.10B RAUM · 83 reps · 310-414-7870
40
KPS CAPITAL PARTNERS, LP — added office(s): 4 -> 7 additional locations. IAPD ↗fund
$19.08B RAUM · 111 reps · 212-338-5100 · kpsfund.com
40
SILVER POINT CAPITAL, L.P. — added office(s): 8 -> 9 additional locations. IAPD ↗fund
$46.23B RAUM · 117 reps · 203-542-4200
40
CLEARLAKE CAPITAL GROUP, L.P. — added office(s): 6 -> 8 additional locations. IAPD ↗fund
$83.56B RAUM · 97 reps · 310-400-8800 · clearlake.com
40
PARALLAX VOLATILITY ADVISERS, L.P. — added office(s): 2 -> 3 additional locations. IAPD ↗fund
$5.98B RAUM · 19 reps · 415-445-6646 · parallaxfund.com
40
MADISON INTERNATIONAL REALTY HOLDINGS, LLC — added office(s): 6 -> 7 additional locations. IAPD ↗fund
$6.31B RAUM · 20 reps · 212-688-8777
40
GRANDEUR PEAK GLOBAL ADVISORS — added office(s): 2 -> 3 additional locations. IAPD ↗fund
$3.80B RAUM · 33 reps · 801-384-0000 · grandeurpeakglobal.com
40
BLACKSTONE ALTERNATIVE SOLUTIONS L.L.C. — added office(s): 5 -> 6 additional locations. IAPD ↗fund
$20.08B RAUM · 111 reps · 212-583-5000
40
SIXTH STREET ADVISERS, LLC — added office(s): 9 -> 11 additional locations. IAPD ↗fund
$101.61B RAUM · 338 reps · 469-621-3001
40
STONEPEAK — added office(s): 9 -> 10 additional locations. IAPD ↗fund
$81.91B RAUM · 186 reps · 212-907-5100
40
TUDOR INVESTMENT CORPORATION — added office(s): 5 -> 6 additional locations. IAPD ↗fund
$106.84B RAUM · 275 reps · 203-863-6700 · tudor.com
40
VALOR EQUITY PARTNERS — added office(s): 5 -> 6 additional locations. IAPD ↗fund
$59.32B RAUM · 68 reps · 312-683-1900
40
TIGER GLOBAL MANAGEMENT, LLC — added office(s): 0 -> 1 additional locations. IAPD ↗fund
$77.99B RAUM · 49 reps · 212-984-8800
40
HILDENE CAPITAL MANAGEMENT — added office(s): 0 -> 1 additional locations. IAPD ↗fund
$20.18B RAUM · 18 reps · 203-517-2500 · hildenecdo.com
40
THE RIVERSIDE COMPANY — added office(s): 11 -> 12 additional locations. IAPD ↗fund
$13.53B RAUM · 108 reps · 212-265-6575
40
SPECTRUM EQUITY — added office(s): 1 -> 2 additional locations. IAPD ↗fund
$7.32B RAUM · 42 reps · 617-464-4600
40
GREYSTAR INVESTMENT GROUP, LLC — added office(s): 34 -> 35 additional locations. IAPD ↗fund
$36.50B RAUM · 588 reps · 843-579-9400 · greystar.com
40
BERKSHIRE PARTNERS LLC — added office(s): 1 -> 2 additional locations. IAPD ↗fund
$29.00B RAUM · 93 reps · (617) 227-0050
40
RIZVI TRAVERSE MANAGEMENT, LLC — added office(s): 5 -> 6 additional locations. IAPD ↗fund
$1.29B RAUM · 6 reps · 248-594-4751 · rizvitraverse.com
40
COMVEST ADVISORS LLC — added office(s): 2 -> 3 additional locations. IAPD ↗fund
$2.43B RAUM · 128 reps · 561-727-2000 · comvest.com
40
ALPHA WAVE GLOBAL, LP — added office(s): 9 -> 11 additional locations. IAPD ↗fund
$26.66B RAUM · 48 reps · 212 803-9080
40
BDT CAPITAL PARTNERS — added office(s): 11 -> 12 additional locations. IAPD ↗fund
$51.52B RAUM · 231 reps · 312-660-7300 · bdtmsd.com
40
SENATOR INVESTMENT GROUP LP — added office(s): 0 -> 1 additional locations. IAPD ↗fund
$4.92B RAUM · 12 reps · 212-376-4300 · senatorlp.com
40
ABRY PARTNERS II, LLC — added office(s): 1 -> 2 additional locations. IAPD ↗fund
$14.90B RAUM · 1 reps · 617-859-2959 · abry.com
40
MARCUS PARTNERS, LLC — added office(s): 3 -> 4 additional locations. IAPD ↗fund
$2.68B RAUM · 30 reps · 617-556-5200
40
ORION RESOURCE PARTNERS (USA), LP — added office(s): 1 -> 2 additional locations. IAPD ↗fund
$7.91B RAUM · 18 reps · 212-596-3511 · orionrp.com
40
NEW MOUNTAIN CAPITAL, LLC — added office(s): 5 -> 8 additional locations. IAPD ↗fund
$46.41B RAUM · 154 reps · 212-720-0300 · wikipedia.org
40
TRIVEST INVESTMENT ADVISORS, LLC — added office(s): 0 -> 1 additional locations. IAPD ↗fund
$6.01B RAUM · 73 reps · 305-858-2200
40
PLATINUM EQUITY ADVISORS, LLC — added office(s): 3 -> 4 additional locations. IAPD ↗fund
$47.72B RAUM · 181 reps · 310-712-1850
40
AMPERSAND CAPITAL PARTNERS — added office(s): 1 -> 2 additional locations. IAPD ↗fund
$3.09B RAUM · 33 reps · 781-239-0700 · ampersandcapital.com
40
ROOSEVELT MANAGEMENT COMPANY LLC — added office(s): 7 -> 8 additional locations. IAPD ↗institutional
$52.4M RAUM · 30 reps · 212-938-4800 · rooseveltmc.com
40
MSD PARTNERS, L.P. — added office(s): 11 -> 12 additional locations. IAPD ↗fund
$21.30B RAUM · 231 reps · 212-303-1650 · bdtmsd.com
40
THE PRAEDIUM GROUP LLC — added office(s): 0 -> 1 additional locations. IAPD ↗fund
$1.71B RAUM · 10 reps · (212) 224-5600 · praediumgroup.com
40
CARLYLE GLOBAL CREDIT INVESTMENT MANAGEMENT L.L.C. — added office(s): 1 -> 2 additional locations. IAPD ↗fund
$68.38B RAUM · 155 reps · 212-813-4900 · carlyle.com
40
GENERAL CATALYST — added office(s): 4 -> 5 additional locations. IAPD ↗fund
$45.50B RAUM · 68 reps · 617-234-7000
40
ICG INVESTMENTS INC — added office(s): 3 -> 4 additional locations. IAPD ↗fund
$49.69B RAUM · 54 reps · 212-710-9650 · icgam.com
40
A&M CAPITAL — added office(s): 4 -> 5 additional locations. IAPD ↗fund
$7.13B RAUM · 60 reps · 203-742-5880 · services.sungarddx.com
40
STEADVIEW CAPITAL MANAGEMENT LLC — added office(s): 2 -> 3 additional locations. IAPD ↗fund
$2.64B RAUM · 13 reps · 2124040345 · steadview.com
40
STONE RIDGE ASSET MANAGEMENT LLC — added office(s): 0 -> 1 additional locations. IAPD ↗fund
$36.34B RAUM · 47 reps · 212-257-4750 · stoneridgefunds.com
40
ANTHOS CAPITAL — added office(s): 2 -> 3 additional locations. IAPD ↗fund
$3.04B RAUM · 21 reps · 424-322-7082
40
NAPIER PARK GLOBAL CAPITAL (US) LP — added office(s): 1 -> 3 additional locations. IAPD ↗fund
$14.57B RAUM · 43 reps · 212-235-0717 · napierparkglobal.com
40
SHORE CAPITAL PARTNERS — added office(s): 1 -> 3 additional locations. IAPD ↗fund
$9.26B RAUM · 62 reps · 312-348-7572
40
FS GLOBAL ADVISOR, LLC — added office(s): 2 -> 3 additional locations. IAPD ↗fund
$3.01B RAUM · 25 reps · 215-220-6651
40
BERNHARD CAPITAL PARTNERS MANAGEMENT, LP — added office(s): 1 -> 2 additional locations. IAPD ↗fund
$6.58B RAUM · 32 reps · (225) 228-2500 · bernhardcapital.com
40
CORRUM CAPITAL MANAGEMENT — added office(s): 0 -> 1 additional locations. IAPD ↗fund
$1.39B RAUM · 10 reps · 704-330-7300 · corrumcapital.com
40
HEALTHCARE ROYALTY MANAGEMENT, LLC — added office(s): 3 -> 4 additional locations. IAPD ↗fund
$3.78B RAUM · 19 reps · 203-487-8300
40
RIVER CANYON FUND MANAGEMENT LLC — added office(s): 1 -> 2 additional locations. IAPD ↗fund
$2.08B RAUM · 55 reps · 214 253 6000 · rivercanyonfunds.com
40
ASHE CAPITAL MANAGEMENT, LP — added office(s): 0 -> 1 additional locations. IAPD ↗fund
$1.04B RAUM · 5 reps · 201-464-0962
40
PINEGROVE OPPORTUNITY PARTNERS, LLC — added office(s): 1 -> 2 additional locations. IAPD ↗fund
$2.93B RAUM · 12 reps · 650-519-0540 · pinegrove.vc
40
QUANTBOT TECHNOLOGIES, LP — added office(s): 4 -> 5 additional locations. IAPD ↗fund
$6.65B RAUM · 47 reps · 212-922-9624 · quantbot.com
40
ENGINEERS GATE MANAGER LP — added office(s): 6 -> 7 additional locations. IAPD ↗fund
$23.17B RAUM · 168 reps · 646-757-2800
40
TREE LINE CAPITAL PARTNERS, LLC — added office(s): 1 -> 2 additional locations. IAPD ↗fund
$3.85B RAUM · 20 reps · 415-795-7575 · treelinecp.com
40
CAPTION MANAGEMENT, LLC — added office(s): 1 -> 2 additional locations. IAPD ↗fund
$3.41B RAUM · 12 reps · 347-797-5101 · captionpartners.com
40
COMMUNITY INVESTMENT MANAGEMENT LLC — added office(s): 4 -> 5 additional locations. IAPD ↗fund
$1.47B RAUM · 31 reps · 415-857-3233 · cim-llc.com
40
BLACKSTONE PROPERTY ADVISORS L.P. — added office(s): 13 -> 14 additional locations. IAPD ↗fund
$77.40B RAUM · 391 reps · 212-583-5000
40
CANYON CLO ADVISORS LP — added office(s): 1 -> 2 additional locations. IAPD ↗fund
$11.91B RAUM · 55 reps · 214 253 6000
40
HOMESTEAD CAPITAL USA, LLC — added office(s): 5 -> 7 additional locations. IAPD ↗fund
$1.58B RAUM · 17 reps · 415-369-9952 · homesteadcapital.com
40
ACRES — added office(s): 4 -> 5 additional locations. IAPD ↗fund
$4.39B RAUM · 24 reps · 516-535-0015 · acresreit.com
40
SCHONFELD STRATEGIC ADVISORS LLC — added office(s): 16 -> 22 additional locations. IAPD ↗fund
$225.25B RAUM · 344 reps · 1 (646) 293-0000
40
ENERGY IMPACT PARTNERS LP — added office(s): 4 -> 5 additional locations. IAPD ↗fund
$4.86B RAUM · 57 reps · 212-899-9700 · energyimpactpartners.com
40
BLUE OWL CREDIT ADVISORS LLC — added office(s): 6 -> 8 additional locations. IAPD ↗fund
$64.86B RAUM · 250 reps · (212) 419-3000 · blueowl.com
40
KLINE HILL PARTNERS LP — added office(s): 1 -> 2 additional locations. IAPD ↗fund
$11.71B RAUM · 32 reps · 203-987-6120 · klinehill.com
40
SPRING LAKE ASSET MANAGEMENT, INC. — added office(s): 7 -> 8 additional locations. IAPD ↗fund
$1.47B RAUM · 8 reps · 813-336-6889 · springlakeassetmanagement.com
40
GILLSON CAPITAL — added office(s): 0 -> 1 additional locations. IAPD ↗fund
$2.07B RAUM · 12 reps · 312-667-8920 · gillsoncapital.com
40
RDST CAPITAL LLC — added office(s): 2 -> 3 additional locations. IAPD ↗fund
$1.28B RAUM · 6 reps · 212-543-1000 · readestreet.com
40
BAY POINT ADVISORS, LLC — added office(s): 1 -> 2 additional locations. IAPD ↗fund
$1.03B RAUM · 29 reps · (404) 963-6031
40
CENTIVA CAPITAL, LP — added office(s): 10 -> 11 additional locations. IAPD ↗fund
$20.61B RAUM · 156 reps · 212-554-4180 · centivacapital.com
40
QUIET CAPITAL MANAGEMENT, LLC — added office(s): 0 -> 1 additional locations. IAPD ↗fund
$5.38B RAUM · 9 reps · 415-840-0555 · quiet.com
40
WILLOW TREE CREDIT PARTNERS LP — added office(s): 1 -> 2 additional locations. IAPD ↗fund
$2.80B RAUM · 13 reps · 212-218-1090
40
BXMT ADVISORS L.L.C. — added office(s): 5 -> 6 additional locations. IAPD ↗fund
$20.00B RAUM · 134 reps · 212-583-5000 · blackstone.podbean.com
40
BX REIT ADVISORS L.L.C. — added office(s): 13 -> 14 additional locations. IAPD ↗institutional
$0 RAUM · 378 reps · 212-583-5000
40
ARC70 ADVISERS LP — added office(s): 1 -> 4 additional locations. IAPD ↗fund
$1.90B RAUM · 13 reps · (415) 322-3303
40
SAGEWIND CAPITAL LLC — added office(s): 0 -> 1 additional locations. IAPD ↗fund
$1.30B RAUM · 9 reps · (646) 930-1540
40
BLACKSTONE ISG-I ADVISORS L.L.C. — added office(s): 2 -> 4 additional locations. IAPD ↗fund
$183.53B RAUM · 44 reps · 212-583-5000 · soundcloud.com
40
GC OPAL ADVISORS LLC — added office(s): 9 -> 10 additional locations. IAPD ↗fund
$124.30B RAUM · 306 reps · 312.205.5050 · gcimanagement.com
40
BLACKSTONE ISG-II ADVISORS L.L.C. — added office(s): 2 -> 4 additional locations. IAPD ↗fund
$8.01B RAUM · 44 reps · 212-583-5000
40
EXCELSIOR RENEWABLE ENERGY MANAGEMENT COMPANY LP — added office(s): 1 -> 2 additional locations. IAPD ↗fund
$1.51B RAUM · 12 reps · 330-620-1478 · excelsiorcapital.com
40
TREVILLE CAPITAL MANAGEMENT LLC — added office(s): 1 -> 2 additional locations. IAPD ↗fund
$1.89B RAUM · 11 reps · 212-812-0210 · treville.com
40
BLACKROCK CAPITAL INVESTMENT ADVISORS, LLC — added office(s): 5 -> 6 additional locations. IAPD ↗fund
$66.93B RAUM · 35 reps · 302 797 2000 · douyin.com
40
KENNEDY LEWIS MANAGEMENT LP — added office(s): 3 -> 4 additional locations. IAPD ↗fund
$11.54B RAUM · 42 reps · 212-782-3480
40
CHANNING GLOBAL ADVISORS, LLC — added office(s): 0 -> 1 additional locations. IAPD ↗fund
$1.11B RAUM · 4 reps · 305-517-5107 · channingglobal.com
40
EMPROS CAPITAL LLC — added office(s): 0 -> 1 additional locations. IAPD ↗fund
$2.34B RAUM · 9 reps · 415-234-7318
40
MEREWETHER INVESTMENT MANAGEMENT, LP — added office(s): 1 -> 3 additional locations. IAPD ↗fund
$6.91B RAUM · 18 reps · 214-453-5522 · merewetherinvestment.com
40
EXODUSPOINT CAPITAL MANAGEMENT, LP — added office(s): 11 -> 13 additional locations. IAPD ↗fund
$159.41B RAUM · 313 reps · (646) 940 - 9600
40
PSG EQUITY L.L.C. — added office(s): 3 -> 4 additional locations. IAPD ↗fund
$30.18B RAUM · 154 reps · 617-544-8800 · psgequity.com
40
WARREN EQUITY PARTNERS MANAGER, L.P. — added office(s): 3 -> 4 additional locations. IAPD ↗fund
$6.09B RAUM · 25 reps · 904-746-7027 · warrenequity.com
40
HEARD CAPITAL LLC — added office(s): 0 -> 2 additional locations. IAPD ↗fund
$2.40B RAUM · 5 reps · 312-786-5210 · heardcapital.com
40
QUID CAPITAL GROUP HOLDINGS, LLC — added office(s): 0 -> 1 additional locations. IAPD ↗fund
$7.76B RAUM · 6 reps · 424-238-2927 · troycapitalpartners.com
40
BLUE OWL TECHNOLOGY CREDIT ADVISORS LLC — added office(s): 6 -> 8 additional locations. IAPD ↗fund
$16.10B RAUM · 250 reps · (212) 419-3000 · blueowl.com
40
BLUE OWL CREDIT PRIVATE FUND ADVISORS LLC — added office(s): 6 -> 8 additional locations. IAPD ↗fund
$46.06B RAUM · 250 reps · (212) 419-3000 · blueowl.com
40
ADAR1 CAPITAL MANAGEMENT, LLC — added office(s): 0 -> 1 additional locations. IAPD ↗fund
$1.68B RAUM · 7 reps · 512-254-3790
40
DRAGONFLY DIGITAL MANAGEMENT, LLC — added office(s): 0 -> 1 additional locations. IAPD ↗fund
$3.44B RAUM · 9 reps · 415-795-8868
40
WOODLINE PARTNERS LP — added office(s): 2 -> 3 additional locations. IAPD ↗fund
$36.66B RAUM · 48 reps · 415-801-4550
40
BRIGHTON PARK CAPITAL — added office(s): 3 -> 4 additional locations. IAPD ↗fund
$4.48B RAUM · 34 reps · 203-542-0750
40
BLACKSTONE CLO MANAGEMENT LLC — added office(s): 3 -> 5 additional locations. IAPD ↗fund
$30.69B RAUM · 408 reps · 212-503-2100 · blackstone.com
40
WEATHERFORD CAPITAL MANAGEMENT — added office(s): 1 -> 2 additional locations. IAPD ↗fund
$1.05B RAUM · 12 reps · (813) 443-0499 · weatherfordcapital.com
40
LOGOS GLOBAL MANAGEMENT, L.P. — added office(s): 0 -> 1 additional locations. IAPD ↗fund
$2.25B RAUM · 5 reps · 415-801-4660
40
NEW MOUNTAIN CREDIT CLO ADVISERS, L.L.C. — added office(s): 5 -> 8 additional locations. IAPD ↗fund
$3.40B RAUM · 21 reps · 212-720-0300 · newmountainfinance.com
40
ARCTOS PARTNERS — added office(s): 2 -> 3 additional locations. IAPD ↗fund
$18.22B RAUM · 70 reps · 972-918-3800
40
HINES CAPITAL ADVISORS LLC — added office(s): 39 -> 45 additional locations. IAPD ↗fund
$5.15B RAUM · 362 reps · 713-621-8000
40
MADISON AVENUE SOLUTIONS, LLC — added office(s): 1 -> 4 additional locations. IAPD ↗fund
$2.06B RAUM · 0 reps · 312-962-3800 · hightoweradvisors.com
40
SOURCEROCK GROUP LLC — added office(s): 0 -> 1 additional locations. IAPD ↗fund
$3.11B RAUM · 10 reps · 720-790-2271 · sourcerocklp.com
40
CLOVER CREDIT MANAGEMENT, LLC — added office(s): 3 -> 5 additional locations. IAPD ↗fund
$3.47B RAUM · 408 reps · 212-503-2100 · apple.co
40
ALPHA SQUARE GROUP S, LLC — added office(s): 0 -> 1 additional locations. IAPD ↗fund
$1.60B RAUM · 10 reps · 347-334-0787 · alphasquaregroup.com
40
BREAKTHROUGH PROPERTIES — added office(s): 4 -> 5 additional locations. IAPD ↗fund
$2.69B RAUM · 21 reps · 213-290-3996 · btprop.com
40
ACRE MANAGER, LLC — added office(s): 0 -> 2 additional locations. IAPD ↗fund
$4.66B RAUM · 7 reps · 212-540-5414
40
ARDMORE ROAD ASSET MANAGEMENT LP — added office(s): 0 -> 1 additional locations. IAPD ↗fund
$2.83B RAUM · 13 reps · 646-793-6220 · ardmoreroad.com
40
COMVEST CREDIT ADVISORS, LLC — added office(s): 2 -> 3 additional locations. IAPD ↗fund
$9.25B RAUM · 128 reps · 561-727-2000
40
INVICTUS GROWTH PARTNERS — added office(s): 0 -> 1 additional locations. IAPD ↗fund
$1.26B RAUM · 12 reps · 415-886-9830 · invictusgrowth.com
40
COMMONWEALTH CREDIT ADVISORS, LLC — added office(s): 2 -> 3 additional locations. IAPD ↗fund
$1.73B RAUM · 128 reps · 561-727-2000
40
BAM CREDIT AND INSURANCE SOLUTIONS ADVISOR LLC — added office(s): 30 -> 36 additional locations. IAPD ↗fund
$107.29B RAUM · 1421 reps · 2124177000 · brookfield.com
40
TPG SOLUTIONS ADVISORS — added office(s): 8 -> 9 additional locations. IAPD ↗fund
$11.61B RAUM · 46 reps · 817-871-4000
40
PRMIM — added office(s): 0 -> 1 additional locations. IAPD ↗fund
$1.54B RAUM · 8 reps · 215-360-3800 · prmortgageinvestment.com
40
CLOUD CAPITAL ADVISORS LLC — added office(s): 0 -> 1 additional locations. IAPD ↗fund
$2.82B RAUM · 8 reps · (202) 607 2300 · cloudcapital.com
40
GOANNA CAPITAL MANAGEMENT LLC — added office(s): 0 -> 1 additional locations. IAPD ↗fund
$2.22B RAUM · 7 reps · 551-800-2775 · goannacapital.com
40
FIDELITY DIVERSIFYING SOLUTIONS LLC — added office(s): 3 -> 5 additional locations. IAPD ↗fund
$18.88B RAUM · 44 reps · 617-563-7000
40
ABRAHAM TRADING COMPANY — added office(s): 1 -> 2 additional locations. IAPD ↗institutional
$94.9M RAUM · 3 reps · 806-323-8000
40
GERCHEN CAPITAL PARTNERS — added office(s): 0 -> 1 additional locations. IAPD ↗fund
$2.11B RAUM · 22 reps · 217-437-1300 · gerchen.com
40
ALPHA GROWTH MANAGEMENT LLC — added office(s): 0 -> 4 additional locations. IAPD ↗institutional
$19.6M RAUM · 4 reps · 949-326-9796 · algwplc.com
40
BLUE OWL TECHNOLOGY CREDIT ADVISORS II LLC — added office(s): 6 -> 8 additional locations. IAPD ↗fund
$6.95B RAUM · 250 reps · (212) 419-3000 · otic.com
40
GALVANIZE CLIMATE SOLUTIONS LLC — added office(s): 8 -> 9 additional locations. IAPD ↗fund
$6.98B RAUM · 39 reps · 415-757-6600 · gcsllc.com
40
SANDBROOK CAPITAL MANAGEMENT LP — added office(s): 2 -> 3 additional locations. IAPD ↗fund
$4.58B RAUM · 26 reps · 475-268-1450
40
IRENIC CAPITAL MANAGEMENT LP — added office(s): 1 -> 2 additional locations. IAPD ↗fund
$2.40B RAUM · 7 reps · 646-993-6330
40
REALTERM — added office(s): 15 -> 16 additional locations. IAPD ↗fund
$10.87B RAUM · 109 reps · 410-280-1100 · realterm.com
40
AMERGIN ASSET MANAGEMENT, LLC — added office(s): 5 -> 12 additional locations. IAPD ↗fund
$1.21B RAUM · 5 reps · 561-760-1957
40
ABRY PARTNERS III, LLC — added office(s): 1 -> 2 additional locations. IAPD ↗fund
$1.11B RAUM · 59 reps · (617) 859-2959 · abry.com
40
PCM MANAGEMENT ADVISOR, LLC — added office(s): 0 -> 5 additional locations. IAPD ↗fund
$7.89B RAUM · 38 reps · 440-528-0333 · peppertreecapital.com
40
SHORECLIFF ASSET MANAGEMENT COMPANY LLC — added office(s): 0 -> 1 additional locations. IAPD ↗fund
$1.41B RAUM · 8 reps · (949) 806-3980 · shorecliffam.com
40
PHOENIX MERCHANT PARTNERS, LP — added office(s): 0 -> 1 additional locations. IAPD ↗fund
$2.06B RAUM · 12 reps · (212) 804-9990
40
MKAM ETF LLC — added office(s): 1 -> 2 additional locations. IAPD ↗institutional
$12.0M RAUM · 2 reps · 310-988-2158
40
THE LINONIA PARTNERSHIP LP — added office(s): 0 -> 1 additional locations. IAPD ↗fund
$5.84B RAUM · 8 reps · (646) 989 4226 · linonia.com
40
CONSTELLATION WEALTH CAPITAL — added office(s): 0 -> 1 additional locations. IAPD ↗fund
$2.52B RAUM · 9 reps · 312-626-6067 · constellationwealthcapital.com
40
PGIM REAL ESTATE ADVISORS LLC — added office(s): 2 -> 3 additional locations. IAPD ↗institutional
$0 RAUM · 2 reps · 973-367-5122
40
BLACKSTONE PRIVATE CREDIT STRATEGIES LLC — added office(s): 12 -> 13 additional locations. IAPD ↗fund
$57.92B RAUM · 443 reps · 212-503-2100
40
FREESTONE GROVE PARTNERS LP — added office(s): 5 -> 6 additional locations. IAPD ↗fund
$16.48B RAUM · 105 reps · 4159074100 · fgrovep.com
40
TOWN LANE MANAGEMENT LP — added office(s): 0 -> 1 additional locations. IAPD ↗fund
$1.38B RAUM · 13 reps · 212-404-7904 · townlane.com
40
ALPINVEST US HOLDINGS, LLC — added office(s): 4 -> 5 additional locations. IAPD ↗fund
$57.66B RAUM · 127 reps · (646) 735-4293
40
WILLOW TREE CAPITAL CORP ADVISORS LLC — added office(s): 1 -> 2 additional locations. IAPD ↗fund
$1.17B RAUM · 13 reps · 212-218-1090
40
TCW PT MANAGEMENT COMPANY LLC — added office(s): 3 -> 5 additional locations. IAPD ↗fund
$2.70B RAUM · 38 reps · 213-244-0000 · tcw.com
40
VARIANT PERCEPTION — added office(s): 0 -> 1 additional locations. IAPD ↗institutional
$31.9M RAUM · 1 reps · 704-926-1116
40
AI ALPHA LLC — added office(s): 0 -> 1 additional locations. IAPD ↗institutional
$200.0M RAUM · 3 reps · 616-600-2060 · my-aialpha.com
40
MILITIA CAPITAL MANAGEMENT, LLC — added office(s): 0 -> 4 additional locations. IAPD ↗fund
$1.48B RAUM · 5 reps · 1-213-444-9705 · militiacapital.com
40
FOREST CAPITAL MANAGEMENT, LLC — moved its main office from NAPLES, FL to CHICAGO, IL. IAPD ↗institutional
$3.75B RAUM · 8 reps · 312-809-6010
40
CANOPY CAPITAL GROUP — moved its main office from WINCHESTER, MA to WOBURN, MA. IAPD ↗institutional
$1.32B RAUM · 5 reps · 781-222-3972 · canopycapital.com
38
SAGE ADVISORS, LLC — added office(s): 3 -> 5 additional locations. IAPD ↗fund
$366.1M RAUM · 12 reps · 212-850-4260
38
ABR CAPITAL PARTNERS, LLC — added office(s): 4 -> 5 additional locations. IAPD ↗fund
$491.0M RAUM · 17 reps · 410-727-4083
38
NEWPORT INVESTMENT MANAGEMENT, LLC — added office(s): 1 -> 2 additional locations. IAPD ↗fund
$438.8M RAUM · 17 reps · 312-724-7031 · app.junipersquare.com
38
RESERVOIR OPERATIONS, L.P. — added office(s): 0 -> 2 additional locations. IAPD ↗fund
$364.8M RAUM · 3 reps · 212-610-9000
38
SCOGGIN MANAGEMENT LP — added office(s): 0 -> 1 additional locations. IAPD ↗fund
$463.9M RAUM · 10 reps · 212-355-5600
38
FARLEY CAPITAL — added office(s): 0 -> 1 additional locations. IAPD ↗fund
$250.3M RAUM · 2 reps · 212-421-8741 · dispatchesfromindia.com
38
SAYBROOK FUND ADVISORS, LLC — added office(s): 1 -> 2 additional locations. IAPD ↗fund
$461.2M RAUM · 7 reps · 310-601-3710 · saybrookfundadvisors.com
38
QUAD PARTNERS LLC — added office(s): 2 -> 3 additional locations. IAPD ↗fund
$743.4M RAUM · 10 reps · 212-724-2200 · quadpartners.com
38
CONSERVATION RESOURCE PARTNERS, LLC — added office(s): 1 -> 2 additional locations. IAPD ↗fund
$822.1M RAUM · 7 reps · 603-658-0143 · conservationforestry.net
38
CYPRIUM PARTNERS — added office(s): 1 -> 5 additional locations. IAPD ↗fund
$760.2M RAUM · 14 reps · 216-453-4500 · cyprium.com
38
ALIDADE CAPITAL, LLC — added office(s): 3 -> 4 additional locations. IAPD ↗fund
$564.9M RAUM · 14 reps · 248-593-7878 · alidadecapital.com
38
AROSA CAPITAL MANAGEMENT LP — added office(s): 0 -> 1 additional locations. IAPD ↗fund
$856.6M RAUM · 6 reps · 212-218-0550 · arosacapital.com
38
CAPITALA PRIVATE ADVISORS, LLC — added office(s): 1 -> 2 additional locations. IAPD ↗fund
$505.1M RAUM · 14 reps · 704-376-5502 · capitalagroup.com
38
FIRST CITIZENS INSTITUTIONAL ASSET MANAGEMENT, LLC — added office(s): 3 -> 12 additional locations. IAPD ↗fund
$829.2M RAUM · 25 reps · 212-461-5761 · firstcitizens.com
38
WARANA CAPITAL, LLC — added office(s): 0 -> 1 additional locations. IAPD ↗fund
$672.9M RAUM · 8 reps · (201) 803-2699 · waranacap.com
38
HAZOOR PARTNERS, LLC — added office(s): 0 -> 1 additional locations. IAPD ↗fund
$330.7M RAUM · 6 reps · 458-203-0665 · hazoorpartners.com
38
EDEN CAPITAL MANAGEMENT LLC — added office(s): 0 -> 1 additional locations. IAPD ↗fund
$283.8M RAUM · 7 reps · 212-588-9000
38
RIVERGLADE CAPITAL — added office(s): 0 -> 1 additional locations. IAPD ↗fund
$846.9M RAUM · 12 reps · 312-940-6700
38
BLUE LIKE AN ORANGE SUSTAINABLE CAPITAL — added office(s): 0 -> 1 additional locations. IAPD ↗fund
$426.5M RAUM · 5 reps · 202 437 5214 · bluelikeanorangecapital.com
38
ALTA FOX CAPITAL MANAGEMENT, LLC — added office(s): 0 -> 1 additional locations. IAPD ↗fund
$821.4M RAUM · 5 reps · 817-350-4230
38
PROEM ADVISORS LLC — added office(s): 0 -> 2 additional locations. IAPD ↗fund
$474.1M RAUM · 4 reps · 214-706-9344 · proemasset.com
38
SHORELINE EQUITY PARTNERS, LLC — added office(s): 0 -> 1 additional locations. IAPD ↗fund
$815.2M RAUM · 18 reps · 904-222-6540
38
REALIZATION CAPITAL PARTNERS MANAGEMENT LLC — added office(s): 5 -> 7 additional locations. IAPD ↗fund
$565.9M RAUM · 6 reps · 650-444-5874 · realicap.com
38
XEBEC ASSET MANAGEMENT, LLC — added office(s): 1 -> 2 additional locations. IAPD ↗fund
$484.5M RAUM · 18 reps · (469) 687-3184 · xebeclogisticstrust.com
38
ELEQUIN CAPITAL, LP — added office(s): 1 -> 2 additional locations. IAPD ↗fund
$520.2M RAUM · 12 reps · 929.226.2115 · elequincapital.com
38
GAP ASSET MANAGEMENT, LLC — added office(s): 1 -> 2 additional locations. IAPD ↗fund
$287.0M RAUM · 13 reps · 574-485-2146 · graham-allen.com
38
FVLCRUM PARTNERS, LLC — added office(s): 0 -> 2 additional locations. IAPD ↗fund
$328.8M RAUM · 11 reps · 202-960-1170
38
CONTRARY LLC — added office(s): 3 -> 4 additional locations. IAPD ↗fund
$480.5M RAUM · 5 reps · 862-354-0870
38
ARDAN EQUITY PARTNERS, LLC — added office(s): 0 -> 1 additional locations. IAPD ↗fund
$441.4M RAUM · 6 reps · 917-304-7294
38
BROOKFIELD ASSET MANAGEMENT PIC BMG, LLC — added office(s): 26 -> 28 additional locations. IAPD ↗fund
$911.7M RAUM · 1096 reps · 212-417-7000 · brookfield.com
38
HURRICANE CAPITAL ADVISORS LLC — added office(s): 0 -> 1 additional locations. IAPD ↗fund
$602.5M RAUM · 4 reps · 212-702-7101 · hurricanecapital.io
38
TERRAMONT INFRASTRUCTURE MANAGEMENT LLC — added office(s): 0 -> 1 additional locations. IAPD ↗fund
$549.9M RAUM · 6 reps · 212-572-6469 · terramontinfra.com
38
AMERICAN TRIPLE I, LLC — added office(s): 0 -> 1 additional locations. IAPD ↗fund
$832.2M RAUM · 8 reps · (917) 512-6599 · atipartners.com
38
MERCATOR PARTNERS — added office(s): 0 -> 1 additional locations. IAPD ↗fund
$297.6M RAUM · 4 reps · 347-753-2779
38
FACTORIAL FUNDS MANAGEMENT LLC — added office(s): 1 -> 2 additional locations. IAPD ↗fund
$967.0M RAUM · 3 reps · 209-265-8990 · factorialfunds.com
38
ALIGNMENT GROWTH — added office(s): 0 -> 1 additional locations. IAPD ↗fund
$593.2M RAUM · 9 reps · (917) 848-3552 · alignmentgrowth.com
38
CORTEN REAL ESTATE MANAGEMENT LLC — added office(s): 3 -> 4 additional locations. IAPD ↗fund
$457.4M RAUM · 12 reps · 215-454-7381
38
COASTAL INVESTMENT COMPANY, LLC — added office(s): 0 -> 1 additional locations. IAPD ↗fund
$262.9M RAUM · 9 reps · 888-411-2280 · coastalinvestmentco.com
38
COMVEST CREDIT MANAGERS, LLC — added office(s): 2 -> 3 additional locations. IAPD ↗fund
$956.8M RAUM · 128 reps · (561) 727-2000 · comvest.com
38
UNITY PARTNERS — added office(s): 0 -> 1 additional locations. IAPD ↗fund
$367.0M RAUM · 14 reps · 314-210-9702 · unitypartnerslp.com
38
AVILA REAL ESTATE CAPITAL — added office(s): 2 -> 3 additional locations. IAPD ↗fund
$336.7M RAUM · 24 reps · 415-561-0600 · avilacapllc.com
38
BLUE OWL STRATEGIC EQUITY ADVISORS LLC — added office(s): 6 -> 8 additional locations. IAPD ↗fund
$613.9M RAUM · 250 reps · (212) 419-3000
38
BANNER CAPITAL MANAGEMENT, LLC — added office(s): 0 -> 1 additional locations. IAPD ↗fund
$527.2M RAUM · 5 reps · 801-290-3333 · bannercap.com
38
POLEN CAPITAL CLO MANAGEMENT, LLC — added office(s): 1 -> 2 additional locations. IAPD ↗fund
$808.4M RAUM · 28 reps · 781-283-8500
38
GENERAL INNOVATION CAPITAL, LLC — added office(s): 0 -> 1 additional locations. IAPD ↗fund
$345.0M RAUM · 6 reps · 917-816-1744
38
ROSCOMMON ANALYTICS LLC — added office(s): 1 -> 2 additional locations. IAPD ↗fund
$880.6M RAUM · 45 reps · 212-850-8865
38
ISQ OPENINFRA REGISTERED ADVISOR LLC — added office(s): 7 -> 8 additional locations. IAPD ↗fund
$348.1M RAUM · 113 reps · 786-693-5781
38
ELDRIDGE GP1 ADVISERS — added office(s): 3 -> 9 additional locations. IAPD ↗fund
$510.0M RAUM · 110 reps · (212) 895-2000 · eldridge.com
38
RITHM CAPITAL ADVISORS LLC — added office(s): 0 -> 1 additional locations. IAPD ↗fund
$825.7M RAUM · 21 reps · 212 850 7770 · rithmcap.com
38
TAP ROOT CAPITAL MANAGEMENT LP — added office(s): 0 -> 2 additional locations. IAPD ↗fund
$297.3M RAUM · 8 reps · (908) 292-0050 · taprootcap.com
38
ANCORATO — moved its main office from MERIDIAN, ID to BOISE, ID. IAPD ↗institutional
$283.7M RAUM · 6 reps · 208-925-0006 · legacy-is.com
35
OPPENHEIMERFUNDS INC — added office(s): 0 -> 1 additional locations. IAPD ↗fund
$827,684 RAUM · 4 reps · 404-892-0896
35
GLOBAL ENVIRONMENT FUND — added office(s): 1 -> 3 additional locations. IAPD ↗fund
$116.0M RAUM · 2 reps · 571-331-0374 · globalenvironmentfund.com
35
ABRY PARTNERS, LLC — added office(s): 1 -> 2 additional locations. IAPD ↗fund
$69.3M RAUM · 3 reps · 617-859-2959 · abry.com
35
ACCORD EQUITY ADVISORS LLC — added office(s): 0 -> 1 additional locations. IAPD ↗fund
$189.4M RAUM · 5 reps · (628) 218-7984 · accord-group.net
35
RCLCO FUND ADVISORS, LLC — added office(s): 2 -> 3 additional locations. IAPD ↗fund
$0 RAUM · 38 reps · 310-817-6474 · rclco.com
35
GOLDEN EAGLE STRATEGIES, LLC — added office(s): 0 -> 1 additional locations. IAPD ↗fund
$50.5M RAUM · 3 reps · 561-510-6606
35
RAND ADVISORS, LLC — added office(s): 0 -> 1 additional locations. IAPD ↗fund
$139.0M RAUM · 1 reps · 214-908-8130 · randadvisors.com
35
LOTUSGROUP CAPITAL — added office(s): 1 -> 2 additional locations. IAPD ↗fund
$156.7M RAUM · 3 reps · 720-593-9861
35
RAND CAPITAL MANAGEMENT — added office(s): 1 -> 2 additional locations. IAPD ↗fund
$136.7M RAUM · 6 reps · 617-880-7494 · randcapital.com
35
CATALYST INTERNATIONAL ADVISORS LLC — added office(s): 1 -> 2 additional locations. IAPD ↗fund
$58.0M RAUM · 8 reps · 6467578387 · catalystucits.com
35
CAPRICE CAPITAL PARTNERS, LLC — added office(s): 3 -> 4 additional locations. IAPD ↗fund
$123.2M RAUM · 3 reps · 310-893-5070 · capricecapital.com
35
PIPER HEARTLAND HEALTHCARE CAPITAL, LLC — added office(s): 2 -> 3 additional locations. IAPD ↗fund
$218.3M RAUM · 4 reps · 612-303-6000 · pipersandler.com
35
BLUE DOOR ASSET MANAGEMENT, LLC — added office(s): 0 -> 1 additional locations. IAPD ↗fund
$154.3M RAUM · 3 reps · 203-826-2240
35
VIZCAYA CAPITAL PARTNERS LLC — added office(s): 1 -> 2 additional locations. IAPD ↗fund
$172.5M RAUM · 2 reps · 305-602-5725
35
TYR CAPITAL ADVISORS, LLC — added office(s): 0 -> 1 additional locations. IAPD ↗fund
$245.0M RAUM · 9 reps · 9135745800 · overlandcapitalpartners.com
35
CALAMOS PRIVATE EQUITY LLC — added office(s): 0 -> 1 additional locations. IAPD ↗fund
$0 RAUM · 0 reps · 630-245-7200
35
ELDRIDGE SME ADVISERS — added office(s): 3 -> 9 additional locations. IAPD ↗fund
$200.9M RAUM · 110 reps · (212) 895-2000 · eldridge.com
35
MARINER INVESTMENT GROUP, LLC — moved its main office from HARRISON, NY to NEW YORK, NY. IAPD ↗fund
$149.62B RAUM · 91 reps · 914-670-4300 · marinerinvestment.com
35
JERICHO CAPITAL ASSET MANAGEMENT L.P. — moved its main office from NEW YORK, NY to LOS ANGELES, CA. IAPD ↗fund
$10.11B RAUM · 8 reps · 212-946-7650 · jerichocap.com
35
LATERAL INVESTMENT MANAGEMENT, LLC — moved its main office from SAN MATEO, CA to BURLINGAME, CA. IAPD ↗fund
$1.00B RAUM · 13 reps · 650-396-2200 · lateralim.com
35
ALTIMETER CAPITAL MANAGEMENT, LP — moved its main office from BOSTON, MA to MENLO PARK, CA. IAPD ↗fund
$18.75B RAUM · 13 reps · 650-257-8355
35
ALPHA WAVE GLOBAL, LP — moved its main office from NEW YORK, NY to MIAMI BEACH, FL. IAPD ↗fund
$26.66B RAUM · 48 reps · 212 803-9080
35
ACORE CAPITAL, LP — moved its main office from SAN FRANCISCO, CA to NEW YORK, NY. IAPD ↗fund
$18.27B RAUM · 70 reps · (212) 235-1280
35
UPFRONT VENTURES — moved its main office from SANTA MONICA, CA to LOS ANGELES, CA. IAPD ↗fund
$3.38B RAUM · 8 reps · 310-785-5100
35
ARENA INVESTORS, LP — moved its main office from PURCHASE, NY to NEW YORK, NY. IAPD ↗fund
$2.99B RAUM · 34 reps · 212-612-3205
35
CHANNING GLOBAL ADVISORS, LLC — moved its main office from MIAMI, FL to FORT LAUDERDALE, FL. IAPD ↗fund
$1.11B RAUM · 4 reps · 305-517-5107 · channingglobal.com
35
SR ONE CAPITAL MANAGEMENT, LP — moved its main office from WAYNE, PA to REDWOOD CITY, CA. IAPD ↗fund
$2.44B RAUM · 15 reps · (408)-303-2673 · srone.com
35
TIMBER POINT CAPITAL MANAGEMENT — moved its main office from BRIARCLIFF MANOR, NY to WHITE PLAINS, NY. IAPD ↗institutional
$188.3M RAUM · 3 reps · 9148983038 · timberpointcapital.com
35
VOLOFIN CAPITAL MANAGEMENT — moved its main office from NEW YORK, NY to DANIEL ISLAND, SC. IAPD ↗fund
$1.01B RAUM · 4 reps · (646) 866-6997 · volofin.com
35
ARDMORE ROAD ASSET MANAGEMENT LP — moved its main office from NEW YORK, NY to WESTPORT, CT. IAPD ↗fund
$2.83B RAUM · 13 reps · 646-793-6220 · ardmoreroad.com
35
ALTERRA IOS MANAGER, LLC — moved its main office from BRYN MAWR, PA to RADNOR, PA. IAPD ↗fund
$3.19B RAUM · 20 reps · 215-240-1231 · ios.alterraproperty.com
35
MILITIA CAPITAL MANAGEMENT, LLC — moved its main office from LAS VEGAS, NV to AUSTIN, TX. IAPD ↗fund
$1.48B RAUM · 5 reps · 1-213-444-9705 · militiacapital.com
33
SPRING MOUNTAIN CAPITAL, LP — moved its main office from WEST WINDSOR, NJ to NEW YORK, NY. IAPD ↗fund
$310.9M RAUM · 9 reps · 212-292-8300 · westharleminnovationnetwork.com
33
BENCHMARK PLUS MANAGEMENT — moved its main office from TACOMA, WA to GIG HARBOR, WA. IAPD ↗fund
$767.4M RAUM · 2 reps · 253-573-0657 · bpfunds.com
33
AGIS MANAGEMENT LLC — moved its main office from BOSTON, MA to CLEARWATER, FL. IAPD ↗fund
$428.7M RAUM · 16 reps · 617-350-9894 · agiscapital.com
33
SOLACE CAPITAL PARTNERS, L.P. — moved its main office from LOS ANGELES, CA to EL SEGUNDO, CA. IAPD ↗fund
$508.1M RAUM · 8 reps · (310) 919-5401 · solacecap.com
33
BARCA CAPITAL, LLC — moved its main office from NEWTON, MA to WEST NEWTON, MA. IAPD ↗fund
$439.0M RAUM · 2 reps · 415-992-6334 · barcacapital.com
33
HAZOOR PARTNERS, LLC — moved its main office from FORT WORTH, TX to AUSTIN, TX. IAPD ↗fund
$330.7M RAUM · 6 reps · 458-203-0665 · hazoorpartners.com
33
MCGINTY ROAD PARTNERS, LP — moved its main office from MINNEAPOLIS, MN to MINNETONKA, MN. IAPD ↗fund
$646.0M RAUM · 8 reps · (651) 294-4574 · mcgintyroad.com
33
POETIC GROUP LLC — moved its main office from NEW ROCHELLE, NY to HACKENSACK, NJ. IAPD ↗fund
$802.5M RAUM · 4 reps · 646-793-4551 · poethillcap.com
33
P4G CAPITAL MANAGEMENT, LLC — moved its main office from SAN FRANCISCO, CA to STATELINE, NV. IAPD ↗fund
$419.7M RAUM · 8 reps · (415) 510-2160 · p4gcap.com
33
SAFE HARBOR CAPITAL PARTNERS — moved its main office from DORAL, FL to COCONUT GROVE, FL. IAPD ↗fund
$343.8M RAUM · 4 reps · 786-230-1609 · safeharborcp.com
33
TRINITY FUND ADVISORS LLC — moved its main office from HONOLULU, HI to MIAMI, FL. IAPD ↗fund
$930.0M RAUM · 25 reps · 305-800-1115
33
FACTORIAL FUNDS MANAGEMENT LLC — moved its main office from NEWPORT BEACH, CA to SAN FRANCISCO, CA. IAPD ↗fund
$967.0M RAUM · 3 reps · 209-265-8990 · factorialfunds.com
33
CORTEN REAL ESTATE MANAGEMENT LLC — moved its main office from WILMINGTON, DE to PHILADELPHIA, PA. IAPD ↗fund
$457.4M RAUM · 12 reps · 215-454-7381
33
NEUBERGER BERMAN LOAN ADVISERS EUROPE II LP — moved its main office from NEW YORK, NY to CHICAGO, IL. IAPD ↗fund
$334.6M RAUM · 3 reps · 312-325-7700
30
OPPENHEIMERFUNDS INC — moved its main office from NEW YORK, NY to ATLANTA, GA. IAPD ↗fund
$827,684 RAUM · 4 reps · 404-892-0896
30
LIONSTONE INVESTMENTS — moved its main office from HOUSTON, TX to BOSTON, MA. IAPD ↗fund
$224.4M RAUM · 0 reps · 8002252365 · lionstoneinvestments.com
30
SILVERHAWK CAPITAL PARTNERS, LLC — moved its main office from GREENWICH, CT to OVERLAND PARK, KS. IAPD ↗fund
$137.2M RAUM · 5 reps · 9132532225 · silverhawkcapitalpartners.com
30
CHANGE GLOBAL INVESTMENT, LLC — moved its main office from CAMAS, WA to NEW YORK, NY. IAPD ↗fund
$226.0M RAUM · 6 reps · 212-878-3678 · changegi.com
30
LBB HOLDING COMPANY LLC — moved its main office from NEW YORK, NY to NORWALK, CT. IAPD ↗fund
$199.5M RAUM · 4 reps · 203-299-3220 · lbb-industries.com
30
ARROWHEAD INVESTMENT MANAGEMENT LLC — moved its main office from GREENWICH, CT to WHITE PLAINS, NY. IAPD ↗fund
$77.6M RAUM · 4 reps · 203-485-0700 · arrowheadmgt.com
30
HONDIUS CAPITAL MANAGEMENT, LP — moved its main office from STAMFORD, CT to NORWALK, CT. IAPD ↗fund
$129.9M RAUM · 4 reps · 203-930-2200
30
DREAMERS MANAGEMENT LLC — moved its main office from LOS ANGELES, CA to EL SEGUNDO, CA. IAPD ↗fund
$135.2M RAUM · 6 reps · 626-616-2017 · dreamers.vc
30
VALORAN CAPITAL MANAGEMENT — moved its main office from CHICAGO, IL to NAPERVILLE, IL. IAPD ↗fund
$157.8M RAUM · 3 reps · 312-545-5572 · valorancapitalmanagement.com
30
FOREST ROAD ASSET MANAGEMENT LLC — moved its main office from EL SEGUNDO, CA to LOS ANGELES, CA. IAPD ↗fund
$161.1M RAUM · 7 reps · 302-265-0167
30
XPV MANAGEMENT LLC — moved its main office from BEL AIR, CA to EL SEGUNDO, CA. IAPD ↗fund
$194.3M RAUM · 14 reps · 626-616-2017
30
GLOBAL DELTA CAPITAL, LLC — moved its main office from BOSTON, MA to SOMERVILLE, MA. IAPD ↗fund
$220.9M RAUM · 6 reps · 501-952-9465 · globaldeltacapital.com
30
ARGOSY-LIONBRIDGE MANAGEMENT, LLC — moved its main office from NEW YORK, NY to WAYNE, PA. IAPD ↗fund
$189.1M RAUM · 6 reps · (646) 536-7422 · argosylbm.com
25
DWS INTERNATIONAL GMBH — added office(s): 7 -> 8 additional locations. IAPD ↗foreign
$228.87B RAUM · 80 reps · 49 69 910 12371
25
BLACKROCK INTERNATIONAL LIMITED — added office(s): 1 -> 2 additional locations. IAPD ↗foreign
$30.78B RAUM · 58 reps · 44 131 4727200
25
W1M WEALTH MANAGEMENT LIMITED — added office(s): 0 -> 1 additional locations. IAPD ↗foreign
$24.85B RAUM · 99 reps · +4402046172000
25
T.ROWE PRICE HONG KONG LIMITED — added office(s): 0 -> 1 additional locations. IAPD ↗foreign
$42.34B RAUM · 59 reps · 852-2536-7800
25
CHENAVARI INVESTMENT MANAGERS — added office(s): 2 -> 3 additional locations. IAPD ↗foreign
$5.79B RAUM · 17 reps · +44 20 7259 3600 · chenavari.com
25
ALPINVEST PARTNERS B.V. — added office(s): 4 -> 5 additional locations. IAPD ↗foreign
$39.88B RAUM · 127 reps · 31-20-540-7575
25
BASALT INFRASTRUCTURE PARTNERS LLP — added office(s): 0 -> 1 additional locations. IAPD ↗foreign
$9.62B RAUM · 18 reps · +44 207 7663340 · basaltinfra.com
25
BLACKROCK ASSET MANAGEMENT SCHWEIZ AG — added office(s): 0 -> 1 additional locations. IAPD ↗foreign
$2.43B RAUM · 13 reps · 41 44 297 7373
25
NEUBERGER BERMAN EUROPE LIMITED — added office(s): 0 -> 1 additional locations. IAPD ↗foreign
$97.98B RAUM · 79 reps · +44 203-214-9000
25
BLACKROCK (SINGAPORE) LIMITED — added office(s): 1 -> 2 additional locations. IAPD ↗foreign
$70.33B RAUM · 109 reps · 65 6411 3000 · line.naver.jp
25
SHANGHAI FOSUN CHUANGFU EQUITY INVESTMENT MANAGEMENT COMPANY — added office(s): 6 -> 7 additional locations. IAPD ↗foreign
$2.16B RAUM · 46 reps · +86-21-23155941 · fosuncapital.com
25
GRATICULE ASIA MACRO ADVISORS LLC — added office(s): 1 -> 2 additional locations. IAPD ↗foreign
$1.54B RAUM · 10 reps · 65-6671-2500 · gama.com
25
BROOKFIELD ASSET MANAGEMENT PIC ADVISER (PRIVATE EQUITY), L.P. — added office(s): 27 -> 31 additional locations. IAPD ↗foreign
$73.82B RAUM · 1402 reps · 416-363-9491 · brookfield.com
25
KEYRIDGE ASSET MANAGEMENT LIMITED — added office(s): 0 -> 1 additional locations. IAPD ↗foreign
$162.89B RAUM · 41 reps · 00 353 1 704 2000 · ilim.com
25
AXIOM ALTERNATIVE INVESTMENTS — added office(s): 1 -> 3 additional locations. IAPD ↗foreign
$4.73B RAUM · 6 reps · +330144694390 · axiom-ai.com
25
PEARL DIVER CAPITAL LLP — added office(s): 1 -> 2 additional locations. IAPD ↗foreign
$2.82B RAUM · 12 reps · +44(0)20 3967 8032 · pearldivercapital.com
25
BLACKSTONE IRELAND LIMITED — added office(s): 4 -> 5 additional locations. IAPD ↗foreign
$15.19B RAUM · 408 reps · 353 1 436 0100 · apple.co
25
BLACKSTONE IRELAND FUND MANAGEMENT LIMITED — added office(s): 4 -> 5 additional locations. IAPD ↗foreign
$2.54B RAUM · 408 reps · 353 1 436 0100 · blackstone.podbean.com
25
NORTH OF SOUTH CAPITAL LLP — added office(s): 0 -> 1 additional locations. IAPD ↗foreign
$6.70B RAUM · 8 reps · + 44 207 152 6061 · northofsouth.com
25
SAGARD HOLDINGS MANAGER LP — added office(s): 4 -> 5 additional locations. IAPD ↗foreign
$8.61B RAUM · 65 reps · 416-607-2250 · sagard.com
25
BROOKFIELD RENEWABLE ENERGY GROUP LLC — added office(s): 33 -> 35 additional locations. IAPD ↗foreign
$99.12B RAUM · 1072 reps · 416-363-9491 · brookfield.com
25
TANGENCY CAPITAL INVESTMENT ADVISORY LTD. — added office(s): 0 -> 1 additional locations. IAPD ↗foreign
$3.45B RAUM · 2 reps · 4412958478
25
TAULA CAPITAL MANAGEMENT (US) LLC — added office(s): 1 -> 2 additional locations. IAPD ↗foreign
$210.93B RAUM · 13 reps · 44-20-4570-2067 · taulacapital.com
23
FIRST TRUST GLOBAL PORTFOLIOS LTD. — added office(s): 0 -> 1 additional locations. IAPD ↗foreign
$338.8M RAUM · 6 reps · +44 203 195 7121 · ftglobalportfolios.com
23
HEITMAN INTERNATIONAL HK LIMITED — added office(s): 6 -> 7 additional locations. IAPD ↗foreign
$264.6M RAUM · 27 reps · 852 3976 6800
20
INTERACTIVE ADVISERS, INTERACTIVE ADVISORS — added office(s): 1 -> 3 additional locations. IAPD ↗foreign
$195.8M RAUM · 5 reps · 44 020 3787 9250
20
RICHARDSON WEALTH (USA) LIMITED — added office(s): 0 -> 12 additional locations. IAPD ↗foreign
$243.9M RAUM · 74 reps · 1-855-204-7467 · usa.richardsonwealth.com
20
MCA CROSS BORDER ADVISORS INC. — added office(s): 11 -> 12 additional locations. IAPD ↗foreign
$31.1M RAUM · 2 reps · 514-940-8066
20
IA PRIVATE WEALTH (USA) INC. — added office(s): 54 -> 60 additional locations. IAPD ↗foreign
$135.1M RAUM · 122 reps · 1-855-999-2081 · iaprivatewealthusa.com
20
MCA CROSS BORDER CAPITAL INC. — added office(s): 2 -> 3 additional locations. IAPD ↗foreign
$64.6M RAUM · 1 reps · 1-877-839-7111
20
LAKPA LLC — added office(s): 0 -> 1 additional locations. IAPD ↗foreign
$0 RAUM · 2 reps · 56 9 6209 7457
20
MAWER INVESTMENT MANAGEMENT LTD. — moved its main office from CALGARY, to CALGARY, ALBERTA, . IAPD ↗foreign
$40.94B RAUM · 87 reps · 403-262-4673
15
ARETE WEALTH STRATEGISTS — moved its main office from BRISBANE CITY, to BRISBANE, . IAPD ↗foreign
$133.7M RAUM · 2 reps · (888) 544-3250 · arete-wa.com
15
KAIZEN CAPITAL PARTNERS LIMITED — moved its main office from CENTRAL, to CAUSEWAY BAY, . IAPD ↗foreign
$0 RAUM · 0 reps · +852 3840 8800
15
ORMONDE INVESTMENT MANAGEMENT, LLC — moved its main office from LONDON, to AYLSHAM, . IAPD ↗foreign
$97.7M RAUM · 2 reps · +44 204 524 3210 · ormondepartners.com
15
HEXIS CAPITAL MANAGEMENT — moved its main office from SEVENOAKS, KENT, to LONDON, . IAPD ↗foreign
$0 RAUM · 2 reps · 44-7717-878-098 · hexis.capital

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.