← Tributary

Office IT & facilities — September 2026

Managed IT, telecom, and facilities for new offices.

122 firms opened this window in the September 2026 SEC roster: 88 new office, 34 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
NOTTINGHAM ADVISORS INC. — added office(s): 4 -> 5 additional locations. IAPD ↗
$1.43B RAUM · 7 reps · 716-633-3800 · yelp.com
55
1834 INVESTMENT ADVISORS CO. — added office(s): 9 -> 10 additional locations. IAPD ↗
$2.20B RAUM · 30 reps · (414) 615-1012 · 1834investmentadvisors.com
55
DRIEHAUS CAPITAL MANAGEMENT LLC — added office(s): 0 -> 3 additional locations. IAPD ↗
$26.12B RAUM · 27 reps · 312-587-3800
55
ROFFMAN MILLER ASSOCIATES INC — added office(s): 0 -> 1 additional locations. IAPD ↗
$3.20B RAUM · 14 reps · 215-981-1030 · roffmanmiller.com
55
PLANCORP, LLC — added office(s): 11 -> 12 additional locations. IAPD ↗
$10.63B RAUM · 52 reps · (636) 532-7824
55
OAKTREE CAPITAL MANAGEMENT, L.P. — added office(s): 16 -> 17 additional locations. IAPD ↗
$183.29B RAUM · 282 reps · 213-830-6300
55
INVESTMENT CONSULTING GROUP INC — added office(s): 0 -> 1 additional locations. IAPD ↗
$2.84B RAUM · 3 reps · 563-322-2322 · investmentconsultinggroupinc.com
55
CORDA INVESTMENT MANAGEMENT, LLC — added office(s): 3 -> 4 additional locations. IAPD ↗
$2.00B RAUM · 26 reps · 713-439-0665 · cordamanagement.com
55
FORVIS MAZARS WEALTH ADVISORS, LLC — added office(s): 62 -> 65 additional locations. IAPD ↗
$12.01B RAUM · 82 reps · 417.831.7283 · forvismazars.us
55
FOCUS FINANCIAL — added office(s): 35 -> 36 additional locations. IAPD ↗
$6.82B RAUM · 114 reps · 651-631-8166 · focusfinancial.com
55
SAX WEALTH ADVISORS, LLC — added office(s): 9 -> 10 additional locations. IAPD ↗
$3.60B RAUM · 37 reps · 973-859-2199
55
GENERATION CAPITAL MANAGEMENT LLC — added office(s): 0 -> 1 additional locations. IAPD ↗
$1.15B RAUM · 1 reps · 585-232-8560
55
PROSPERITY - AN EISNERAMPER COMPANY — added office(s): 13 -> 14 additional locations. IAPD ↗
$5.04B RAUM · 60 reps · 410-363-7211 · prosperityconsult.com
55
ELEVATION POINT WEALTH PARTNERS, LLC — added office(s): 12 -> 13 additional locations. IAPD ↗
$8.29B RAUM · 54 reps · 303-382-2880
55
PURE FINANCIAL ADVISORS, LLC — added office(s): 12 -> 13 additional locations. IAPD ↗
$11.05B RAUM · 76 reps · 866-876-7873
55
FORUM FINANCIAL MANAGEMENT, LP — added office(s): 54 -> 59 additional locations. IAPD ↗
$8.69B RAUM · 94 reps · (630) 873-8520
55
SEACREST WEALTH MANAGEMENT, LLC — added office(s): 21 -> 22 additional locations. IAPD ↗
$1.53B RAUM · 36 reps · 914-502-1900 · seacrestwm.com
55
EVERMAY WEALTH MANAGEMENT, LLC — added office(s): 5 -> 7 additional locations. IAPD ↗
$1.33B RAUM · 17 reps · 703 822-5696
55
ALPHA OMEGA WEALTH MANAGEMENT, LLC — added office(s): 2 -> 3 additional locations. IAPD ↗
$1.02B RAUM · 9 reps · 804-955-1600
55
ELWOOD & GOETZ — added office(s): 3 -> 6 additional locations. IAPD ↗
$1.07B RAUM · 26 reps · 706-548-1025
55
KINTEGRAL ADVISORY, LLC — added office(s): 0 -> 1 additional locations. IAPD ↗
$2.14B RAUM · 10 reps · 646-519-4333
55
BEIRNE. — added office(s): 1 -> 2 additional locations. IAPD ↗
$2.26B RAUM · 5 reps · 203-701-8606
55
VENTURI PRIVATE WEALTH — added office(s): 1 -> 2 additional locations. IAPD ↗
$3.58B RAUM · 12 reps · 208-368-9600 · venturiwealth.com
55
SYMPHONY FINANCIAL, LTD. CO. — added office(s): 6 -> 7 additional locations. IAPD ↗
$1.35B RAUM · 23 reps · 281-272-6800 · thegreensagegroup.com
55
CAPTRUST WEALTH ADVISORS — added office(s): 0 -> 1 additional locations. IAPD ↗
$2.00B RAUM · 20 reps · (616) 392-5332 · ctwealth.com
55
ALPHACORE CAPITAL LLC — added office(s): 27 -> 30 additional locations. IAPD ↗
$12.96B RAUM · 70 reps · 858-875-4100 · alphacore.com
55
THE FIDUCIARY ALLIANCE — added office(s): 23 -> 26 additional locations. IAPD ↗
$2.53B RAUM · 45 reps · 864-385-7999
55
XYPN SAPPHIRE — added office(s): 38 -> 39 additional locations. IAPD ↗
$1.25B RAUM · 60 reps · (360) 301-7579 · deltalakewm.com
55
CORNERSTONE WEALTH — added office(s): 7 -> 8 additional locations. IAPD ↗
$2.49B RAUM · 50 reps · 704-987-3410
55
CATALYST FINANCIAL PARTNERS — added office(s): 2 -> 3 additional locations. IAPD ↗
$1.72B RAUM · 6 reps · 617-239-8101
55
ONEPOINT BFG WEALTH PARTNERS — added office(s): 21 -> 22 additional locations. IAPD ↗
$15.13B RAUM · 104 reps · (973) 575-4180
55
ETHOS FINANCIAL GROUP, LLC — added office(s): 8 -> 9 additional locations. IAPD ↗
$2.14B RAUM · 33 reps · 610-822-5246
55
TRIAD WEALTH PARTNERS, LLC — added office(s): 28 -> 29 additional locations. IAPD ↗
$1.53B RAUM · 33 reps · 785-830-0000
55
FOGUTH WEALTH MANAGEMENT, LLC. — added office(s): 14 -> 15 additional locations. IAPD ↗
$1.07B RAUM · 32 reps · (810) 522-5650
55
DIVERSIFY WEALTH MANAGEMENT, LLC — added office(s): 5 -> 6 additional locations. IAPD ↗
$4.11B RAUM · 70 reps · 8018389999 · caliberwealthmanagement.com
55
DIVERSIFIED, LLC — added office(s): 10 -> 11 additional locations. IAPD ↗
$2.79B RAUM · 34 reps · 302-765-3500
55
TANARA WEALTH MANAGEMENT LLC — added office(s): 1 -> 2 additional locations. IAPD ↗
$1.09B RAUM · 5 reps · 801-653-0564 · tanarawm.com
53
MACDOUGALL FINANCIAL COUNSELING — added office(s): 0 -> 1 additional locations. IAPD ↗
$424.8M RAUM · 4 reps · 724-468-1300
53
NEW PERSPECTIVES, INC. — added office(s): 0 -> 1 additional locations. IAPD ↗
$308.7M RAUM · 4 reps · 601-991-3158 · newper.com
53
REAP FINANCIAL GROUP, LLC — added office(s): 2 -> 3 additional locations. IAPD ↗
$648.2M RAUM · 6 reps · 512-249-7300 · reapfinancial.com
53
FAI CAPITAL MANAGEMENT — added office(s): 0 -> 1 additional locations. IAPD ↗
$842.1M RAUM · 3 reps · 813-874-6621
53
LANTERN WEALTH ADVISORS, LLC — added office(s): 4 -> 5 additional locations. IAPD ↗
$319.9M RAUM · 26 reps · 631-454-2000 · heroldlantern.com
53
FIDUCIARY FINANCIAL PARTNERS, LLC — added office(s): 4 -> 5 additional locations. IAPD ↗
$293.3M RAUM · 5 reps · 630-780-1534 · fiduciaryfinancialpartners.com
53
AQUILANT ADVISORS — added office(s): 0 -> 1 additional locations. IAPD ↗
$278.8M RAUM · 2 reps · 314-309-2078
53
DENVER WEALTH MANAGEMENT, INC. — added office(s): 3 -> 4 additional locations. IAPD ↗
$529.8M RAUM · 9 reps · (303) 261-8015
53
STRATA WEALTH ADVISORS, LLC — added office(s): 9 -> 10 additional locations. IAPD ↗
$886.1M RAUM · 9 reps · (214) 420-7020 · stratawealth.com
53
CAPITAL SQUARE, LLC — added office(s): 5 -> 6 additional locations. IAPD ↗
$449.9M RAUM · 11 reps · 423-877-6708
53
MARTHA'S VINEYARD INVESTMENT ADVISORS, LLC — added office(s): 1 -> 2 additional locations. IAPD ↗
$342.9M RAUM · 4 reps · (508) 693-8850 · mvinvestmentadvisors.com
53
TAMALPAIS ASSET MANAGEMENT — added office(s): 1 -> 2 additional locations. IAPD ↗
$262.5M RAUM · 7 reps · 415-723-8300 · tamalpaisam.com
53
CONVERGENCE FINANCIAL — added office(s): 14 -> 15 additional locations. IAPD ↗
$904.0M RAUM · 13 reps · (573) 818-2264
53
EMPOWER WEALTH MANAGEMENT — added office(s): 2 -> 3 additional locations. IAPD ↗
$349.3M RAUM · 8 reps · 512-833-6557 · empoweringretirement.com
53
BLACK KNIGHT WEALTH MANAGEMENT, LLC — added office(s): 8 -> 9 additional locations. IAPD ↗
$539.2M RAUM · 10 reps · 972-786-6527 · opgadvisors.com
53
ELYSIUM WEALTH MANAGEMENT, LLC — added office(s): 5 -> 6 additional locations. IAPD ↗
$352.3M RAUM · 10 reps · 385-276-4716 · saltwealthpartners.com
53
FORTRESS FINANCIAL GROUP, LLC — added office(s): 1 -> 3 additional locations. IAPD ↗
$352.3M RAUM · 7 reps · (507) 529-1400 · retireandthrive.net
53
OUTWING PRIVATE WEALTH MANAGEMENT — added office(s): 0 -> 1 additional locations. IAPD ↗
$332.8M RAUM · 2 reps · (805) 880-9491 · outwingwealth.com
53
MARIDEA WEALTH MANAGEMENT — added office(s): 18 -> 19 additional locations. IAPD ↗
$958.7M RAUM · 26 reps · 347-289-5227
50
GLOBAL BROKERAGE SERVICES, INC. — added office(s): 3 -> 4 additional locations. IAPD ↗
$162.8M RAUM · 6 reps · 410-785-4990 · globalbrokers.net
50
WILLIAM B. WALKUP & ASSOCIATES, INC. — added office(s): 0 -> 1 additional locations. IAPD ↗
$178.3M RAUM · 4 reps · 803-462-9395
50
MILLER WEALTH ADVISORS, LLC — added office(s): 1 -> 2 additional locations. IAPD ↗
$225.5M RAUM · 3 reps · (713) 252-1661 · miller-wealthadvisors.com
50
PACIFIC EXCEL WEALTH ADVISORS, INC. — added office(s): 0 -> 1 additional locations. IAPD ↗
$110.8M RAUM · 3 reps · (925) 464-7445
50
BALANCED WEALTH MANAGEMENT, LLC. — added office(s): 0 -> 1 additional locations. IAPD ↗
$102.0M RAUM · 2 reps · (401) 398-2000
50
KERR WEALTH MANAGEMENT — added office(s): 1 -> 2 additional locations. IAPD ↗
$131.0M RAUM · 4 reps · (559) 277-4772 · kerrwealth.com
50
ARROW WEALTH ADVISORS — added office(s): 1 -> 2 additional locations. IAPD ↗
$121.2M RAUM · 2 reps · 210-541-9967
50
ADVANCED PLANNING ADVISORS GROUP INC. — added office(s): 0 -> 1 additional locations. IAPD ↗
$120.4M RAUM · 2 reps · 630-780-1099 · apadvisorsgroup.com
50
SOLYCO WEALTH LLC — added office(s): 2 -> 3 additional locations. IAPD ↗
$116.2M RAUM · 5 reps · 947-208-4035
50
WINDWARD MANAGEMENT LP — added office(s): 0 -> 2 additional locations. IAPD ↗
$191.6M RAUM · 3 reps · 772-304-4901 · windwardmg.com
50
BUCHANAN WEALTH MANAGEMENT — added office(s): 0 -> 1 additional locations. IAPD ↗
$212.0M RAUM · 2 reps · 703-956-2633
50
FJELL CAPITAL — added office(s): 1 -> 2 additional locations. IAPD ↗
$187.0M RAUM · 3 reps · 701-491-7600
50
BAM WEALTH MANAGEMENT LLC — added office(s): 1 -> 2 additional locations. IAPD ↗
$202.0M RAUM · 8 reps · 303-531-5055 · bamadvisorygroup.com
50
RHL GROUP, LLC — added office(s): 0 -> 1 additional locations. IAPD ↗
$155.1M RAUM · 2 reps · 248-634-7720 · rhlgroup.us
50
QUANTITATIVE FINANCIAL STRATEGIES — added office(s): 0 -> 2 additional locations. IAPD ↗
$156.2M RAUM · 2 reps · 714-300-5143 · quantitativefinancialstrategies.com
50
BXM WEALTH LLC — added office(s): 2 -> 3 additional locations. IAPD ↗
$231.3M RAUM · 5 reps · 303-704-2592 · bxmwealth.com
50
STRICKLER INVESTMENT SERVICES, LLC — added office(s): 1 -> 2 additional locations. IAPD ↗
$107.3M RAUM · 3 reps · 5176189000 · stricklerfinancial.com
50
ADVICEONLY — added office(s): 5 -> 9 additional locations. IAPD ↗
$0 RAUM · 5 reps · (619) 374- 2261 · adviceonly.com
50
DESIGNED WEALTH USA LTD. — added office(s): 0 -> 7 additional locations. IAPD ↗
$5.3M RAUM · 7 reps · 416-898-5568 · designedwealth-usa.com
50
MANHATTAN WEALTH MANAGEMENT GROUP — added office(s): 0 -> 2 additional locations. IAPD ↗
$153.1M RAUM · 3 reps · 212-810-6961
50
CMG WEALTH ADVISORS LLC — added office(s): 0 -> 4 additional locations. IAPD ↗
$138.4M RAUM · 3 reps · 608-897-9265 · cmgwealthadvisors.com
50
BISON WEALTH MANAGEMENT, LLC — added office(s): 0 -> 1 additional locations. IAPD ↗
$131.0M RAUM · 3 reps · 216-270-4425 · bisonllc.com
50
ANCHOR & OAK WEALTH ADVISORS, LLC — added office(s): 3 -> 4 additional locations. IAPD ↗
$0 RAUM · 3 reps · 516-662-2546
50
ROTHSCHILD FINANCIAL PARTNERS, LLC — added office(s): 0 -> 1 additional locations. IAPD ↗
$0 RAUM · 2 reps · 630-448-5711
50
GREAT VALLEY ADVISOR GROUP, LLC — moved its main office from WILMINGTON, DE to BERWYN, PA. IAPD ↗
$10.60B RAUM · 192 reps · 610-296-7630 · formationfinancial.net
50
TALSON CAPITAL MANAGEMENT L.P. — moved its main office from DARIEN, CT to STAMFORD, CT. IAPD ↗
$1.06B RAUM · 3 reps · 203-202-7500
50
BEIRNE. — moved its main office from SHELTON, CT to DARIEN, CT. IAPD ↗
$2.26B RAUM · 5 reps · 203-701-8606
50
VENTURI PRIVATE WEALTH — moved its main office from AUSTIN, TX to BOISE, ID. IAPD ↗
$3.58B RAUM · 12 reps · 208-368-9600 · venturiwealth.com
50
DIVERSIFY ADVISORY SERVICES, LLC — moved its main office from SANDY, UT to SOUTH JORDAN, UT. IAPD ↗
$4.65B RAUM · 110 reps · 801-890.7577 · providencewealthadv.com
50
DIVERSIFY WEALTH MANAGEMENT, LLC — moved its main office from SANDY, UT to SOUTH JORDAN, UT. IAPD ↗
$4.11B RAUM · 70 reps · 8018389999 · caliberwealthmanagement.com
48
NEW ENGLAND CAPITAL FINANCIAL ADVISORS LLC — moved its main office from SOUTH MERIDEN, CT to CHESHIRE, CT. IAPD ↗
$768.0M RAUM · 12 reps · 203-935-0265 · newenglandcapital.com
48
SWEENEY FINANCIAL ADVISORS — moved its main office from MANCHESTER, NH to BEDFORD, NH. IAPD ↗
$403.2M RAUM · 4 reps · 603-625-8400
48
TIMBERCHASE FINANCIAL, LLC — moved its main office from HOOVER, AL to HOMEWOOD, AL. IAPD ↗
$280.2M RAUM · 3 reps · 205-980-7118
48
RUNNING OAK CAPITAL LLC — moved its main office from EDINA, MN to MINNEAPOLIS, MN. IAPD ↗
$874.7M RAUM · 2 reps · 919-656-3712 · runningoak.com
48
FORTRESS WEALTH PLANNING — moved its main office from PONTE VEDRA BEACH, FL to JACKSONVILLE BEACH, FL. IAPD ↗
$793.9M RAUM · 6 reps · 904-301-4545 · fortresswealthplanning.com
48
REDWOOD FAMILY WEALTH LLC — moved its main office from ADDISON, TX to PLANO, TX. IAPD ↗
$258.5M RAUM · 3 reps · 469-965-4001 · redwoodfamilywealth.com
45
JOHNSON & SHUTE INVESTMENT ADVISORS, INC. — moved its main office from BOTHELL, WA to BELLEVUE, WA. IAPD ↗
$137.3M RAUM · 2 reps · 425-615-6808
45
HERITAGE WEALTH MANAGEMENT — moved its main office from MEDFORD, MA to WOBURN, MA. IAPD ↗
$153.2M RAUM · 2 reps · 800-620-9330
45
SIMA WEALTH PARTNERS, LLC — moved its main office from NORTH CHESTERFIELD, VA to RICHMOND, VA. IAPD ↗
$156.7M RAUM · 4 reps · 804-285-5700 · simafinancialgroup.com
45
LIFE STRATEGIES, INC. — moved its main office from LA JOLLA, CA to CARDIFF, CA. IAPD ↗
$121.2M RAUM · 1 reps · 916-541-3846
45
BALANCED WEALTH MANAGEMENT, LLC. — moved its main office from EAST GREENWICH, RI to WEST WARWICK, RI. IAPD ↗
$102.0M RAUM · 2 reps · (401) 398-2000
45
ARROW WEALTH ADVISORS — moved its main office from AUBURN, CA to LYNCHBURG, VA. IAPD ↗
$121.2M RAUM · 2 reps · 210-541-9967
45
STEP ADVISERS, LLC — moved its main office from PALO ALTO, CA to SAN MATEO, CA. IAPD ↗
$0 RAUM · 1 reps · 650-241-8184 · step.com
45
MENDOZA PRIVATE WEALTH — moved its main office from MIAMI, FL to NORTH MIAMI, FL. IAPD ↗
$101.4M RAUM · 1 reps · 305-503-5133 · mendozaprivatewealth.com
45
DREAMS INVESTMENT SOLUTIONS — moved its main office from SARASOTA, FL to FOLSOM, CA. IAPD ↗
$0 RAUM · 1 reps · 9162141820 · investwithdreams.com
45
SAVILE PRIVATE WEALTH LLC — moved its main office from SHERIDAN, WY to SAN JUAN, PR. IAPD ↗
$0 RAUM · 1 reps · 307-655-1008
45
OAKTREE FUND ADVISORS, LLC — added office(s): 11 -> 12 additional locations. IAPD ↗institutional
$14.10B RAUM · 225 reps · 213-830-6300 · osc.brookfieldoaktree.com
40
CAPSTONE INVESTMENT ADVISORS, LLC — added office(s): 6 -> 7 additional locations. IAPD ↗fund
$91.53B RAUM · 115 reps · 212-232-1420
40
ACCEL-KKR — added office(s): 3 -> 4 additional locations. IAPD ↗fund
$23.81B RAUM · 79 reps · 650-289-2460
40
BOOTHBAY FUND MANAGEMENT — added office(s): 2 -> 3 additional locations. IAPD ↗fund
$17.99B RAUM · 18 reps · 212-332-2676
40
WARWICK INVESTMENT GROUP, LLC — added office(s): 1 -> 3 additional locations. IAPD ↗fund
$2.05B RAUM · 13 reps · 405-607-3400
40
LMR PARTNERS LLC — added office(s): 6 -> 7 additional locations. IAPD ↗fund
$140.11B RAUM · 66 reps · 646-891-5701 · lmrpartners.com
40
ASCENSUS INVESTMENT ADVISORS, LLC — moved its main office from NEWTON, MA to NEEDHAM, MA. IAPD ↗institutional
$12.97B RAUM · 2 reps · 617-454-6400
38
MONTICELLOAM, LLC — added office(s): 5 -> 6 additional locations. IAPD ↗fund
$923.3M RAUM · 62 reps · 646-844-3600
38
CORGI STRATEGIES, LLC — moved its main office from SAN FRANCISCO, CA to CHICAGO, IL. IAPD ↗institutional
$825.1M RAUM · 5 reps · 855-552-6744 · founderledfunds.com
35
ULLICO INVESTMENT ADVISORS, INC. — moved its main office from SILVER SPRING, MD to BETHESDA, MD. IAPD ↗fund
$13.92B RAUM · 58 reps · 202-962-8951 · ullico-urs.com
35
CONTEXT CAPITAL MANAGEMENT LLC — moved its main office from LA JOLLA, CA to GREENWICH, CT. IAPD ↗fund
$8.01B RAUM · 8 reps · 203-962-2727 · contextfunds.com
35
HEALTHCARE ROYALTY MANAGEMENT, LLC — moved its main office from STAMFORD, CT to NEW YORK, NY. IAPD ↗fund
$3.78B RAUM · 19 reps · 646-630-7750
35
SIMA RETIREMENT SOLUTIONS, LLC — moved its main office from NORTH CHESTERFIELD, VA to RICHMOND, VA. IAPD ↗institutional
$0 RAUM · 6 reps · 804-285-5700 · simafinancialgroup.com
35
US INNOVATIVE TECHNOLOGY CAPITAL MANAGEMENT, LLC — moved its main office from MOON TOWNSHIP, PA to CORAOPOLIS, PA. IAPD ↗fund
$7.03B RAUM · 12 reps · 312-948-9899 · usitfund.com
33
AWANI CAPITAL MANAGEMENT LP — moved its main office from FULTON, MD to WASHINGTON, DC. IAPD ↗fund
$268.7M RAUM · 5 reps · 202-856-3386 · awanicapitcal.com
30
THREE BRIDGES CAPITAL, LP — moved its main office from NEW YORK, NY to MONMOUTH BEACH, NJ. IAPD ↗fund
$175.5M RAUM · 3 reps · 212-523-9700 · threebridgescap.com
30
CROWDSTREET ADVISORS, LLC — moved its main office from AUSTIN, TX to NEW YORK, NY. IAPD ↗fund
$231.9M RAUM · 0 reps · (888) 432-7693 · crowdstreet.com
30
EPIC FUNDS — moved its main office from MANHATTAN BEACH, CA to HERMOSA BEACH, CA. IAPD ↗fund
$166.5M RAUM · 5 reps · 720-593-6399 · epic-funds.com
20
RICHARDSON WEALTH (USA) LIMITED — added office(s): 12 -> 16 additional locations. IAPD ↗foreign
$243.9M RAUM · 74 reps · 1-855-204-7467 · usa.richardsonwealth.com
15
442 CAPITAL PTY LTD — moved its main office from SOUTH MELBOURNE, to MELBOURNE, . IAPD ↗foreign
$225.0M RAUM · 2 reps · 0400 581 801 · 442capital.com.au

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.