Financial planning software — April 2025
Financial-planning, tax, and estate software (eMoney, MoneyGuide, RightCapital, Holistiplan, Wealth.com).
4260 firms opened this window in the April 2025 SEC roster: 1861 aum up, 1396 headcount up, 662 planning clients up, 223 new registration, 59 planning started, 59 pending approved.
98
CAPSTONE WEALTH — (BILLINGS, MT) is newly SEC-registered with $301.1M RAUM and 4 advisory reps. IAPD ↗
95
J.V.B. INVESTMENT COMPANY — (JACKSON, MI) is newly SEC-registered with $130.4M RAUM and 5 advisory reps. IAPD ↗
95
HEXIMER INVESTMENT MANAGEMENT INC. — (DUBLIN, OH) is newly SEC-registered with $113.9M RAUM and 2 advisory reps. IAPD ↗
95
CANTLON FINANCIAL PLANNING LLC — (location n/a) is newly SEC-registered with $113.1M RAUM and 3 advisory reps. IAPD ↗
95
FINANCIAL TRUST ASSET MANAGEMENT CHARTERED — (BOCA RATON, FL) is newly SEC-registered with $115.3M RAUM and 3 advisory reps. IAPD ↗
95
FINANCIAL NETWORK SPECIALISTS LLC — (location n/a) is newly SEC-registered with $115.2M RAUM and 1 advisory reps. IAPD ↗
95
INTEGRATED BENEFITS, INCORPORATED — (location n/a) is newly SEC-registered with $100.5M RAUM and 2 advisory reps. IAPD ↗
95
ALPHA ASSET MANAGEMENT — (AKRON, OH) is newly SEC-registered with $128.7M RAUM and 1 advisory reps. IAPD ↗
95
STOCK MANAGEMENT LLC — (location n/a) is newly SEC-registered with $128.0M RAUM and 2 advisory reps. IAPD ↗
95
PARADIGM ADVISORS, LLC — (DALLAS, TX) is newly SEC-registered with $112.1M RAUM and 2 advisory reps. IAPD ↗
95
THE WEALTH CONSERVATORY — (LEBANON, NH) is newly SEC-registered with $117.4M RAUM and 3 advisory reps. IAPD ↗
95
RMG ADVISORS — (ROCKVILLE, MD) is newly SEC-registered with $137.2M RAUM and 2 advisory reps. IAPD ↗
95
SOUND FINANCIAL MANAGEMENT, INC. — (RALEIGH, NC) is newly SEC-registered with $110.7M RAUM and 2 advisory reps. IAPD ↗
95
INTERNATIONAL ASSET MANAGEMENT — (SAN MATEO, CA) is newly SEC-registered with $106.0M RAUM and 5 advisory reps. IAPD ↗
95
INGRAM ADVISORY SERVICES, LLC — (WINTER HAVEN, FL) is newly SEC-registered with $101.7M RAUM and 2 advisory reps. IAPD ↗
95
COOKE WEALTH MANAGEMENT, LLC — (IRVINE, CA) is newly SEC-registered with $115.8M RAUM and 2 advisory reps. IAPD ↗
95
INVESTMENT MANAGEMENT TRUST, LLC — (FITCHBURG, MA) is newly SEC-registered with $106.6M RAUM and 1 advisory reps. IAPD ↗
95
MARCUS CAPITAL, LLC — (NORTHFIELD, IL) is newly SEC-registered with $113.0M RAUM and 2 advisory reps. IAPD ↗
95
EAGLESON ARNDT FINANCIAL ADVISORS — (THOUSAND OAKS, CA) is newly SEC-registered with $121.3M RAUM and 2 advisory reps. IAPD ↗
95
BENOLD FINANCIAL PLANNING — (location n/a) is newly SEC-registered with $126.1M RAUM and 2 advisory reps. IAPD ↗
95
ROYAL PALMS CAPITAL, LLC — (ROLLING HILLS EST., CA) is newly SEC-registered with $101.1M RAUM and 1 advisory reps. IAPD ↗
95
CURTIS FINANCIAL PLANNING — (location n/a) is newly SEC-registered with $129.6M RAUM and 1 advisory reps. IAPD ↗
95
SHANKLAND FINANCIAL ADVISORS, LLC — (HENDERSONVILLE, NC) is newly SEC-registered with $118.3M RAUM and 5 advisory reps. IAPD ↗
95
VIDA WEALTH PARTNERS, INC. — (SANTA BARBARA, CA) is newly SEC-registered with $111.5M RAUM and 1 advisory reps. IAPD ↗
95
COORDINATED WEALTH MANAGEMENT, L.L.C. — (HENDERSONVILLE, TN) is newly SEC-registered with $104.6M RAUM and 1 advisory reps. IAPD ↗
95
HONU WEALTH MANAGEMENT — (location n/a) is newly SEC-registered with $136.2M RAUM and 4 advisory reps. IAPD ↗
95
KRUSE ASSET MANAGEMENT, LLC — (CHICAGO, IL) is newly SEC-registered with $137.0M RAUM and 2 advisory reps. IAPD ↗
95
MCKINLEY MONEY, LLC — (EAU-CLAIRE, WI) is newly SEC-registered with $134.8M RAUM and 2 advisory reps. IAPD ↗
95
WOLVERINE WEALTH ADVISORY SERVICES INC. — (BLOOMFIELD HILLS, MI) is newly SEC-registered with $120.6M RAUM and 1 advisory reps. IAPD ↗
95
FINANCIAL ELEMENTS, INC — (ROLLING MEADOWS, IL) is newly SEC-registered with $102.1M RAUM and 1 advisory reps. IAPD ↗
95
COMPASS CAPITAL MANAGEMENT, LLC — (MCALESTER, OK) is newly SEC-registered with $107.3M RAUM and 1 advisory reps. IAPD ↗
95
BAER INVESTMENT ADVISORY LLC — (location n/a) is newly SEC-registered with $107.5M RAUM and 3 advisory reps. IAPD ↗
95
LANEVE FINANCIAL GUIDANCE LLC — (LYNCHBURG, VA) is newly SEC-registered with $111.9M RAUM and 1 advisory reps. IAPD ↗
95
LEWINTER WEALTH ADVISORS, LLC — (location n/a) is newly SEC-registered with $130.3M RAUM and 1 advisory reps. IAPD ↗
95
GEREMIA FINANCIAL SERVICES, LLC — (EDISON, NJ) is newly SEC-registered with $103.4M RAUM and 2 advisory reps. IAPD ↗
95
TENBRIDGE PARTNERS LLC — (PORTLAND, OR) is newly SEC-registered with $103.3M RAUM and 2 advisory reps. IAPD ↗
95
DARK HORSE WEALTH LLC — (CAZENOVIA, NY) is newly SEC-registered with $29.4M RAUM and 1 advisory reps. IAPD ↗
95
EMERALD BAY WEALTH MANAGEMENT LLC — (TAHOE CITY, CA) is newly SEC-registered with $184.2M RAUM and 2 advisory reps. IAPD ↗
95
TODD WEALTH MANAGEMENT LLC — (VENICE, FL) is newly SEC-registered with $133.1M RAUM and 1 advisory reps. IAPD ↗
95
REVALUE LLC — (YPSILANTI, MI) is newly SEC-registered with $103.9M RAUM and 5 advisory reps. IAPD ↗
95
PEAKVALLEY WEALTH, LLC — (ROANOKE, VA) is newly SEC-registered with $107.3M RAUM and 4 advisory reps. IAPD ↗
95
CASCADE FINANCIAL STRATEGIES — (BEND, OR) is newly SEC-registered with $120.5M RAUM and 2 advisory reps. IAPD ↗
95
IMMACULATE WEALTH MANAGEMENT, LLC — (MESA, AZ) is newly SEC-registered with $119.0M RAUM and 2 advisory reps. IAPD ↗
95
MACKAY FINANCIAL PLANNING, LLC — (SPRINGFIELD, MO) is newly SEC-registered with $140.1M RAUM and 2 advisory reps. IAPD ↗
95
OPUS PRIVATE WEALTH GROUP, LLC — (ORANGE, CA) is newly SEC-registered with $102.0M RAUM and 2 advisory reps. IAPD ↗
95
CALIXTO GLOBAL INVESTORS, LP — (CORAL GABLES, FL) is newly SEC-registered with $55.8M RAUM and 2 advisory reps. IAPD ↗
95
SCHMITT WEALTH ADVISERS, LLC — (CINCINNATI, OH) is newly SEC-registered with $117.8M RAUM and 2 advisory reps. IAPD ↗
95
LEGACY WEALTH ADVISORS, LLC — (CLINTON TOWNSHIP, MI) is newly SEC-registered with $102.8M RAUM and 2 advisory reps. IAPD ↗
95
PROVISION ASSET, LLC — (location n/a) is newly SEC-registered with $100.8M RAUM and 6 advisory reps. IAPD ↗
95
ENCOMPASS ADVISORY SERVICES, LLC — (KATY, TX) is newly SEC-registered with $102.6M RAUM and 7 advisory reps. IAPD ↗
95
CHASTAIN WEALTH MANAGEMENT — (location n/a) is newly SEC-registered with $118.5M RAUM and 2 advisory reps. IAPD ↗
95
MWM WEALTH ADVISORY, LLC — (PLYMOUTH, MN) is newly SEC-registered with $119.1M RAUM and 1 advisory reps. IAPD ↗
95
CHARLES RIVER WEALTH MANAGEMENT, LLC — (BURLINGTON, MA) is newly SEC-registered with $100.8M RAUM and 1 advisory reps. IAPD ↗
95
BOSMAN WEALTH MANAGEMENT, LLC — (REDLANDS, CA) is newly SEC-registered with $122.5M RAUM and 1 advisory reps. IAPD ↗
95
TOPTIER WEALTH MANAGEMENT — (location n/a) is newly SEC-registered with $135.3M RAUM and 2 advisory reps. IAPD ↗
95
BURNE FINANCIAL CONCEPTS, LLC — (WATERTOWN, CT) is newly SEC-registered with $100.4M RAUM and 1 advisory reps. IAPD ↗
95
STITES FINANCIAL CONSULTING — (ROSEVILLE, CA) is newly SEC-registered with $105.2M RAUM and 2 advisory reps. IAPD ↗
95
THRASHER & CHAMBERS WEALTH MANAGEMENT, LLC — (BENTONVILLE, AR) is newly SEC-registered with $100.0M RAUM and 3 advisory reps. IAPD ↗
95
THE PENSION GROUP — (DUBLIN, OH) is newly SEC-registered with $142.0M RAUM and 2 advisory reps. IAPD ↗
95
SUMMIT HILL WEALTH MANAGEMENT, LLC — (GREENWOOD VILLAGE, CO) is newly SEC-registered with $118.1M RAUM and 2 advisory reps. IAPD ↗
95
NEWCORP WEALTH MANAGEMENT — (ALPHARETTA, GA) is newly SEC-registered with $143.4M RAUM and 2 advisory reps. IAPD ↗
95
QM ADVISORS LLC — (location n/a) is newly SEC-registered with $118.1M RAUM and 9 advisory reps. IAPD ↗
95
SILA FINANCIAL, LLC — (location n/a) is newly SEC-registered with $113.8M RAUM and 1 advisory reps. IAPD ↗
95
WASSAW SOUND MANAGEMENT, LLC — (SAVANNAH, GA) is newly SEC-registered with $112.3M RAUM and 1 advisory reps. IAPD ↗
95
HUDSON OAK WEALTH ADVISORY LLC — (HOBOKEN, NJ) is newly SEC-registered with $110.3M RAUM and 1 advisory reps. IAPD ↗
95
TRILLIUM INVESTMENTS — (EMERYVILLE, CA) is newly SEC-registered with $114.2M RAUM and 1 advisory reps. IAPD ↗
95
RHEECO, INC. — (NATICK, MA) is newly SEC-registered with $116.2M RAUM and 2 advisory reps. IAPD ↗
95
ALTUM WEALTH ADVISORS — (CHICO, CA) is newly SEC-registered with $123.9M RAUM and 2 advisory reps. IAPD ↗
95
BESTGATE WEALTH ADVISORS, LLC — (FREDERICK, MD) is newly SEC-registered with $129.2M RAUM and 4 advisory reps. IAPD ↗
95
ALPHYN CAPITAL MANAGEMENT LLC — (HICKSVILLE, NY) is newly SEC-registered with $28.5M RAUM and 1 advisory reps. IAPD ↗
95
BRIGHTREE WEALTH MANAGEMENT, LLC — (location n/a) is newly SEC-registered with $108.0M RAUM and 1 advisory reps. IAPD ↗
95
PARABLE WEALTH ADVISORS — (ST AUGUSTINE, FL) is newly SEC-registered with $140.9M RAUM and 4 advisory reps. IAPD ↗
95
SHEPHERD STREET ADVISORS — (LARKSPUR, CA) is newly SEC-registered with $107.6M RAUM and 2 advisory reps. IAPD ↗
95
SABBIA FARO WEALTH MANAGEMENT LLC — (location n/a) is newly SEC-registered with $37.0M RAUM and 1 advisory reps. IAPD ↗
95
IRONOAK WEALTH — (CEDAR PARK, TX) is newly SEC-registered with $114.5M RAUM and 5 advisory reps. IAPD ↗
95
MUELLER WEALTH — (MISHICOT, WI) is newly SEC-registered with $121.3M RAUM and 2 advisory reps. IAPD ↗
95
WRIGHT COVE CAPITAL — (PORTLAND, ME) is newly SEC-registered with $100.6M RAUM and 2 advisory reps. IAPD ↗
95
AVANTIA INVESTMENT SERVICES, LLC — (SEATTLE, WA) is newly SEC-registered with $105.6M RAUM and 3 advisory reps. IAPD ↗
95
ALIGN FINANCIAL, LLC — (HERMANTOWN, MN) is newly SEC-registered with $101.5M RAUM and 1 advisory reps. IAPD ↗
95
ABACUS CAPITAL ADVISORS — (PLANTATION, FL) is newly SEC-registered with $103.3M RAUM and 3 advisory reps. IAPD ↗
95
GLOVER PARK WEALTH MANAGEMENT, LLC — (ARLINGTON, VA) is newly SEC-registered with $119.8M RAUM and 1 advisory reps. IAPD ↗
95
WEALTH ENGAGEMENT — (ATLANTA, GA) is newly SEC-registered with $100.4M RAUM and 1 advisory reps. IAPD ↗
95
DIAMOND CLIENT GROUP, LLC — (THE WOODLANDS, TX) is newly SEC-registered with $117.3M RAUM and 8 advisory reps. IAPD ↗
95
PURPOSE COMPREHENSIVE WEALTH MANAGEMENT, LLC — (location n/a) is newly SEC-registered with $131.0M RAUM and 7 advisory reps. IAPD ↗
95
GRAVER CAPITAL MANAGEMENT, LLC — (COLUMBUS, OH) is newly SEC-registered with $122.0M RAUM and 2 advisory reps. IAPD ↗
95
ETHOS CAPITAL MANAGEMENT, INC. — (NEWTOWN, PA) is newly SEC-registered with $129.1M RAUM and 3 advisory reps. IAPD ↗
95
FAMILY LEGACY FINANCIAL SOLUTIONS, LLC — (CARY, NC) is newly SEC-registered with $140.0M RAUM and 4 advisory reps. IAPD ↗
95
CONVEXITAS — (CHICAGO, IL) is newly SEC-registered with $163.7M RAUM and 2 advisory reps. IAPD ↗
95
WERNER FINANCIAL — (INDIANAPOLIS, IN) is newly SEC-registered with $102.7M RAUM and 2 advisory reps. IAPD ↗
95
COMPASS PRIVATE WEALTH GROUP LLC — (SHORT HILLS, NJ) is newly SEC-registered with $100.8M RAUM and 3 advisory reps. IAPD ↗
95
INVERSIONES SURA — (MIAMI, FL) is newly SEC-registered with $103.0M RAUM and 1 advisory reps. IAPD ↗
95
GREYSTONE FINANCIAL & ESTATE SERVICES, INC. — (KIRKLAND, WA) is newly SEC-registered with $103.6M RAUM and 2 advisory reps. IAPD ↗
95
ENTELEVEST, LLC — (CORAL GABLES, FL) is newly SEC-registered with $110.3M RAUM and 2 advisory reps. IAPD ↗
95
GAMBIT CAPITAL MANAGEMENT, LLC — (location n/a) is newly SEC-registered with $101.3M RAUM and 4 advisory reps. IAPD ↗
95
PREVE INVERSIONES — (location n/a) is newly SEC-registered with $0 RAUM and 1 advisory reps. IAPD ↗
95
BURNHAM & COMPANY LLC — (GRAND RAPIDS, MI) is newly SEC-registered with $117.7M RAUM and 4 advisory reps. IAPD ↗
95
J.R. PRUNIER CAPITAL MANAGEMENT LLC — (HOLDEN, MA) is newly SEC-registered with $126.2M RAUM and 1 advisory reps. IAPD ↗
95
ADDIGENCE CORPORATION — (NEW YORK, NY) is newly SEC-registered with $0 RAUM and 1 advisory reps. IAPD ↗
95
RSG INVESTMENTS LLC — (OVERLAND PARK, KS) is newly SEC-registered with $116.4M RAUM and 9 advisory reps. IAPD ↗
95
MACK & CO. PARTNERS, LP — (DALLAS, TX) is newly SEC-registered with $102.5M RAUM and 3 advisory reps. IAPD ↗
95
CAROLINA STRATEGY, LLC — (location n/a) is newly SEC-registered with $111.8M RAUM and 1 advisory reps. IAPD ↗
95
GENERATIONAL PRIVATE WEALTH — (location n/a) is newly SEC-registered with $145.0M RAUM and 1 advisory reps. IAPD ↗
95
PELTOMA CAPITAL PARTNERS — (location n/a) is newly SEC-registered with $108.8M RAUM and 2 advisory reps. IAPD ↗
95
IVANOFF WEALTH MANAGEMENT INC. — (CYPRESS, CA) is newly SEC-registered with $109.2M RAUM and 3 advisory reps. IAPD ↗
95
SUNRISE FINANCIAL SERVICES LLC — (BURIEN, WA) is newly SEC-registered with $114.4M RAUM and 2 advisory reps. IAPD ↗
95
RIGDEN CAPITAL STRATEGIES — (DENVER, CO) is newly SEC-registered (provisional 120-day approval) with $0 RAUM and 2 advisory reps. IAPD ↗
95
E-WEALTH PARTNERS — (MINNETONKA, MN) is newly SEC-registered with $112.9M RAUM and 4 advisory reps. IAPD ↗
95
INTREPID TECHNOLOGY LLC — (MIAMI, FL) is newly SEC-registered (provisional 120-day approval) with $0 RAUM and 2 advisory reps. IAPD ↗
95
MANWARING WEALTH MANAGEMENT — (GILBERT, AZ) is newly SEC-registered with $108.0M RAUM and 2 advisory reps. IAPD ↗
95
BAM WEALTH MANAGEMENT LLC — (LAKEWOOD, CO) is newly SEC-registered (provisional 120-day approval) with $0 RAUM and 6 advisory reps. IAPD ↗
95
CURTIS CAPITAL ADVISORS — (OVERLAND PARK, KS) is newly SEC-registered with $125.5M RAUM and 2 advisory reps. IAPD ↗
95
TWENTYTHREE ADVISORY — (location n/a) is newly SEC-registered with $31.5M RAUM and 1 advisory reps. IAPD ↗
95
ACTIVO CAPITAL — (MIAMI, FL) is newly SEC-registered (provisional 120-day approval) with $0 RAUM and 1 advisory reps. IAPD ↗
95
MANENTIA WEALTH CONSULTING INC. — (GREAT NECK, NY) is newly SEC-registered with $45.2M RAUM and 5 advisory reps. IAPD ↗
95
SHAPOSHNIK CAPITAL MANAGEMENT LLC — (location n/a) is newly SEC-registered with $0 RAUM and 1 advisory reps. IAPD ↗
95
A|C MANAGEMENT TECH LLC — (MIAMI, FL) is newly SEC-registered (provisional 120-day approval) with $0 RAUM and 2 advisory reps. IAPD ↗
95
GAINSPOLETTI WEALTH PLANNERS — (CLEVELAND, MS) is newly SEC-registered (provisional 120-day approval) with $0 RAUM and 3 advisory reps. IAPD ↗
95
HORAN WEALTH, LLC — (CINCINNATI, OH) is newly SEC-registered (provisional 120-day approval) with $0 RAUM and 19 advisory reps. IAPD ↗
95
MARKET INVESTMENT GROUP, LLC — (WICHITA, KS) is newly SEC-registered (provisional 120-day approval) with $0 RAUM and 17 advisory reps. IAPD ↗
95
MANHATTAN GLOBAL ASSET MANAGEMENT LLC — (LAS VEGAS, NV) is newly SEC-registered (provisional 120-day approval) with $0 RAUM and 1 advisory reps. IAPD ↗
95
CARROLL ADVISORY GROUP — (TEXARKANA, TX) is newly SEC-registered (provisional 120-day approval) with $0 RAUM and 3 advisory reps. IAPD ↗
95
FNEX WEALTH, LLC — (INDIANAPOLIS, IN) is newly SEC-registered (provisional 120-day approval) with $0 RAUM and 1 advisory reps. IAPD ↗
95
MFG PRIVATE WEALTH — (CANONSBURG, PA) is newly SEC-registered (provisional 120-day approval) with $0 RAUM and 3 advisory reps. IAPD ↗
95
FINTURO INC. — (location n/a) is newly SEC-registered (provisional 120-day approval) with $0 RAUM and 1 advisory reps. IAPD ↗
95
TREEVIEW CAPITAL — (location n/a) is newly SEC-registered (provisional 120-day approval) with $0 RAUM and 1 advisory reps. IAPD ↗
95
EVE WEALTH — (PORTLAND, OR) is newly SEC-registered (provisional 120-day approval) with $0 RAUM and 5 advisory reps. IAPD ↗
95
W&S ADVISORY SERVICES, LLC — (CINCINNATI, OH) is newly SEC-registered with $0 RAUM and 0 advisory reps. IAPD ↗
95
STORMS & ROWDON FINANCIAL SERVICES, INC. — (ORMOND BEACH, FL) is newly SEC-registered (provisional 120-day approval) with $0 RAUM and 2 advisory reps. IAPD ↗
95
CEDARWOOD WEALTH — (HIGHLANDS RANCH, CO) is newly SEC-registered (provisional 120-day approval) with $0 RAUM and 2 advisory reps. IAPD ↗
95
FLFS ADVISORY LLC — (VICTOR, NY) is newly SEC-registered (provisional 120-day approval) with $0 RAUM and 3 advisory reps. IAPD ↗
95
AGMAN CAPITAL — (OMAHA, NE) is newly SEC-registered (provisional 120-day approval) with $0 RAUM and 3 advisory reps. IAPD ↗
95
SANTA BARBARA MANAGEMENT — (CHICAGO, IL) is newly SEC-registered (provisional 120-day approval) with $0 RAUM and 2 advisory reps. IAPD ↗
95
WEALTHETIC LLC — (SAN DIEGO, CA) is newly SEC-registered (provisional 120-day approval) with $0 RAUM and 1 advisory reps. IAPD ↗
95
KINGDOM LEGACY ADVISORS — (location n/a) is newly SEC-registered (provisional 120-day approval) with $0 RAUM and 1 advisory reps. IAPD ↗
95
ETZ ADVISORY LLC — (PORTLAND, OR) is newly SEC-registered (provisional 120-day approval) with $0 RAUM and 1 advisory reps. IAPD ↗
95
BARZIDEH & NADEAU WEALTH MANAGEMENT LLC — (BARRINGTON, IL) is newly SEC-registered (provisional 120-day approval) with $0 RAUM and 2 advisory reps. IAPD ↗
95
WARNER WEALTH — (MADISON, CT) is newly SEC-registered (provisional 120-day approval) with $0 RAUM and 5 advisory reps. IAPD ↗
95
AI ALPHA LLC — (GRAND RAPIDS, MI) is newly SEC-registered (provisional 120-day approval) with $0 RAUM and 2 advisory reps. IAPD ↗
95
ALCYON WEALTH ADVISORS, LLC — (YOUNGSTOWN, OH) is newly SEC-registered (provisional 120-day approval) with $0 RAUM and 1 advisory reps. IAPD ↗
95
EXPONENT WEALTH — (location n/a) is newly SEC-registered (provisional 120-day approval) with $0 RAUM and 2 advisory reps. IAPD ↗
95
CEDRUS WEALTH GROUP — (ANDOVER, MN) is newly SEC-registered (provisional 120-day approval) with $0 RAUM and 3 advisory reps. IAPD ↗
95
MARTIN, JAVAN VON — (location n/a) is newly SEC-registered (provisional 120-day approval) with $0 RAUM and 1 advisory reps. IAPD ↗
95
ACTIVA FINANCIAL — (KEY BISCAYNE, FL) is newly SEC-registered (provisional 120-day approval) with $0 RAUM and 1 advisory reps. IAPD ↗
95
ALTERIS CAPITAL PARTNERS, LLC — (HOUSTON, TX) is newly SEC-registered (provisional 120-day approval) with $0 RAUM and 3 advisory reps. IAPD ↗
95
TIAA WEALTH MANAGEMENT LLC — (NEW YORK, NY) is newly SEC-registered with $0 RAUM and 1 advisory reps. IAPD ↗
95
MERAMEC FINANCIAL PLANNERS, LLC — (CLAYTON, MO) is newly SEC-registered (provisional 120-day approval) with $0 RAUM and 7 advisory reps. IAPD ↗
95
CAMBIENT FAMILY OFFICE, LLC — (FRUITPORT, MI) is newly SEC-registered (provisional 120-day approval) with $0 RAUM and 1 advisory reps. IAPD ↗
95
WEALTHMEUP ADVISORS LLC — (location n/a) is newly SEC-registered (provisional 120-day approval) with $0 RAUM and 1 advisory reps. IAPD ↗
95
PLAGENS & TAYLOR WEALTH MANAGEMENT — (SAN ANGELO, TX) is newly SEC-registered with $0 RAUM and 5 advisory reps. IAPD ↗
95
YARASH GLOBAL SOLUTIONS INC. — (GLENDALE, CA) is newly SEC-registered (provisional 120-day approval) with $0 RAUM and 1 advisory reps. IAPD ↗
95
PELICAN FINANCIAL PLANNING AND WEALTH, PLLC — (JUPITER, FL) is newly SEC-registered (provisional 120-day approval) with $0 RAUM and 1 advisory reps. IAPD ↗
95
VERITA STRATEGIC WEALTH PARTNERS, LLC — (location n/a) is newly SEC-registered (provisional 120-day approval) with $0 RAUM and 2 advisory reps. IAPD ↗
95
SUMMIT WEALTH GROUP — (COLORADO SPRINGS, CO) is newly SEC-registered (provisional 120-day approval) with $0 RAUM and 25 advisory reps. IAPD ↗
95
ELEVATED PRIVATE WEALTH — (location n/a) is newly SEC-registered (provisional 120-day approval) with $0 RAUM and 4 advisory reps. IAPD ↗
95
ENCLAVE DIGITAL WEALTH, LLC — (DENVER, CO) is newly SEC-registered (provisional 120-day approval) with $0 RAUM and 2 advisory reps. IAPD ↗
95
ROOTED FINANCIAL GROUP, LLC — (TIGARD, OR) is newly SEC-registered (provisional 120-day approval) with $0 RAUM and 1 advisory reps. IAPD ↗
95
QUESTMONT VIRTUAL FAMILY OFFICE, LLC — (TAMPA, FL) is newly SEC-registered (provisional 120-day approval) with $0 RAUM and 4 advisory reps. IAPD ↗
95
CONVERSE TEAM FINANCIAL SERVICES, LLC — (location n/a) is newly SEC-registered (provisional 120-day approval) with $0 RAUM and 5 advisory reps. IAPD ↗
95
ALPHA ROCK INVESTMENTS, LLC — (MALVERN, PA) is newly SEC-registered (provisional 120-day approval) with $0 RAUM and 1 advisory reps. IAPD ↗
95
40 NORTH WEALTH LLC — (AURORA, CO) is newly SEC-registered (provisional 120-day approval) with $0 RAUM and 2 advisory reps. IAPD ↗
95
OASIS ADVISORS — (FOREST CITY, IA) is newly SEC-registered (provisional 120-day approval) with $0 RAUM and 11 advisory reps. IAPD ↗
95
FORS FINANCIAL — (PORT ANGELES, WA) is newly SEC-registered (provisional 120-day approval) with $0 RAUM and 2 advisory reps. IAPD ↗
85
J.P. MORGAN SECURITIES LLC — grew from 7426 to 8097 advisory reps. IAPD ↗
85
OPPENHEIMER & CO. INC. — grew from 1126 to 1295 advisory reps. IAPD ↗
85
FIFTH THIRD SECURITIES, INC. — grew from 722 to 788 advisory reps. IAPD ↗
85
STIFEL, NICOLAUS & COMPANY, INCORPORATED — grew from 3027 to 3045 advisory reps. IAPD ↗
85
PRINCIPAL SECURITIES, INC. — grew from 1349 to 1436 advisory reps. IAPD ↗
85
WILLIAM BLAIR & COMPANY L.L.C. — grew from 179 to 201 advisory reps. IAPD ↗
85
VOYA FINANCIAL ADVISORS, INC. — grew from 529 to 563 advisory reps. IAPD ↗
85
STATE FARM INVESTMENT MANAGEMENT CORP. — grew from 110 to 150 advisory reps. IAPD ↗
85
AMERIPRISE FINANCIAL SERVICES, LLC — grew from 12518 to 12636 advisory reps. IAPD ↗
85
LPL FINANCIAL LLC — grew from 27045 to 28347 advisory reps. IAPD ↗
85
EQUITABLE ADVISORS, LLC — grew from 3955 to 4272 advisory reps. IAPD ↗
85
INDEPENDENT FINANCIAL GROUP, LLC — grew from 444 to 484 advisory reps. IAPD ↗
85
AUSDAL FINANCIAL PARTNERS, INC. — grew from 110 to 152 advisory reps. IAPD ↗
85
COMMONWEALTH FINANCIAL NETWORK — grew from 3000 to 3150 advisory reps. IAPD ↗
85
ROBERT W. BAIRD & CO. INCORPORATED — grew from 2966 to 3047 advisory reps. IAPD ↗
85
UBS FINANCIAL SERVICES INC. — grew from 9213 to 9944 advisory reps. IAPD ↗
85
LPL ENTERPRISE, LLC — grew from 12 to 3130 advisory reps. IAPD ↗
85
PRIMERICA ADVISORS — grew from 3560 to 3732 advisory reps. IAPD ↗
85
MML INVESTORS SERVICES, LLC — grew from 4764 to 4935 advisory reps. IAPD ↗
85
WELLS FARGO ADVISORS — grew from 1978 to 2274 advisory reps. IAPD ↗
85
MONEY CONCEPTS ADVISORY SERVICE — grew from 407 to 431 advisory reps. IAPD ↗
85
ASHTON THOMAS SECURITIES, LLC — grew from 20 to 48 advisory reps. IAPD ↗
85
THRIVENT INVESTMENT MANAGEMENT INC. — grew from 2509 to 2774 advisory reps. IAPD ↗
85
HSBC SECURITIES (USA) INC. — grew from 340 to 376 advisory reps. IAPD ↗
85
OSAIC WEALTH, INC. — grew from 4397 to 6276 advisory reps. IAPD ↗
85
SUNBELT SECURITIES — grew from 48 to 68 advisory reps. IAPD ↗
85
FIRST CITIZENS INVESTOR SERVICES, INC. — grew from 130 to 148 advisory reps. IAPD ↗
85
HANTZ FINANCIAL SERVICES, INC. — grew from 277 to 293 advisory reps. IAPD ↗
85
PARK AVENUE SECURITIES LLC — grew from 1820 to 1963 advisory reps. IAPD ↗
85
STRATEGIC ADVISERS LLC — grew from 158 to 16178 advisory reps. IAPD ↗
85
JANUS HENDERSON INVESTORS — grew from 106 to 143 advisory reps. IAPD ↗
85
EATON VANCE MANAGEMENT — grew from 160 to 189 advisory reps. IAPD ↗
85
CETERA INVESTMENT ADVISERS LLC — grew from 5928 to 6825 advisory reps. IAPD ↗
85
PGIM, INC. — grew from 1420 to 1440 advisory reps. IAPD ↗
85
MANNING & NAPIER ADVISORS, LLC — grew from 145 to 184 advisory reps. IAPD ↗
85
BARINGS LLC — grew from 392 to 419 advisory reps. IAPD ↗
85
POLEN CAPITAL MANAGEMENT, LLC — grew from 27 to 43 advisory reps. IAPD ↗
85
WEALTHSPIRE ADVISORS — grew from 160 to 185 advisory reps. IAPD ↗
85
VOYA INVESTMENT MANAGEMENT CO. LLC — grew from 306 to 326 advisory reps. IAPD ↗
85
GOLDMAN SACHS WEALTH SERVICES, L.P. — grew from 997 to 1055 advisory reps. IAPD ↗
85
CITIZENS PRIVATE WEALTH — grew from 160 to 200 advisory reps. IAPD ↗
85
WILMINGTON TRUST INVESTMENT ADVISORS, INC. — grew from 95 to 126 advisory reps. IAPD ↗
85
FIRST TRUST ADVISORS LP — grew from 95 to 125 advisory reps. IAPD ↗
85
J.P. MORGAN INVESTMENT MANAGEMENT INC. — grew from 2112 to 2143 advisory reps. IAPD ↗
85
GOLDMAN SACHS ASSET MANAGEMENT, L.P. — grew from 801 to 907 advisory reps. IAPD ↗
85
MORNINGSTAR INVESTMENT MANAGEMENT LLC — grew from 83 to 113 advisory reps. IAPD ↗
85
VALMARK ADVISERS, INC. — grew from 260 to 275 advisory reps. IAPD ↗
85
FIDELITY MANAGEMENT & RESEARCH COMPANY LLC — grew from 689 to 727 advisory reps. IAPD ↗
85
ALLIANCEBERNSTEIN L.P. — grew from 829 to 871 advisory reps. IAPD ↗
85
BRIGHTON JONES LLC — grew from 149 to 171 advisory reps. IAPD ↗
85
VOYA INVESTMENT MANAGEMENT LLC — grew from 306 to 326 advisory reps. IAPD ↗
85
T. ROWE PRICE ADVISORY SERVICES, INC. — grew from 42 to 61 advisory reps. IAPD ↗
85
MAI CAPITAL MANAGEMENT, LLC — grew from 137 to 204 advisory reps. IAPD ↗
85
MORGAN STANLEY INVESTMENT MANAGEMENT INC. — grew from 227 to 263 advisory reps. IAPD ↗
85
NWF ADVISORY SERVICES INC — grew from 2 to 71 advisory reps. IAPD ↗
85
EAGLE STRATEGIES LLC — grew from 1982 to 2093 advisory reps. IAPD ↗
85
EP WEALTH ADVISORS — grew from 195 to 214 advisory reps. IAPD ↗
85
APERIO GROUP, LLC — grew from 73 to 90 advisory reps. IAPD ↗
85
U.S. BANCORP ASSET MANAGEMENT, INC. — grew from 17 to 63 advisory reps. IAPD ↗
85
MARINER INSTITUTIONAL, LLC — grew from 89 to 113 advisory reps. IAPD ↗
85
EMPOWER ADVISORY GROUP, LLC — grew from 731 to 802 advisory reps. IAPD ↗
85
MISSION WEALTH MANAGEMENT, LP — grew from 72 to 97 advisory reps. IAPD ↗
85
WEALTH ENHANCEMENT ADVISORY SERVICES, LLC — grew from 615 to 730 advisory reps. IAPD ↗
85
SILVERCREST ASSET MANAGEMENT GROUP LLC — grew from 58 to 83 advisory reps. IAPD ↗
85
BEACON POINTE ADVISORS, LLC — grew from 296 to 355 advisory reps. IAPD ↗
85
NFP RETIREMENT INC. — grew from 131 to 149 advisory reps. IAPD ↗
85
SCS CAPITAL MANAGEMENT LLC — grew from 78 to 98 advisory reps. IAPD ↗
85
GREAT VALLEY ADVISOR GROUP, INC. — grew from 154 to 191 advisory reps. IAPD ↗
85
INDEPENDENT FINANCIAL PARTNERS — grew from 244 to 261 advisory reps. IAPD ↗
85
PNC INVESTMENTS — grew from 778 to 818 advisory reps. IAPD ↗
85
CLIFFWATER LLC — grew from 76 to 102 advisory reps. IAPD ↗
85
SIMON QUICK ADVISORS, LLC — grew from 31 to 55 advisory reps. IAPD ↗
85
MERCER INVESTMENTS LLC — grew from 611 to 710 advisory reps. IAPD ↗
85
GENERAL ATLANTIC SERVICE COMPANY, L.P. — grew from 209 to 406 advisory reps. IAPD ↗
85
CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC. — grew from 3274 to 3327 advisory reps. IAPD ↗
85
MARINER WEALTH — grew from 709 to 803 advisory reps. IAPD ↗
85
SCHRODERS CAPITAL MANAGEMENT (US) INC. — grew from 67 to 90 advisory reps. IAPD ↗
85
HIGHTOWER ADVISORS, LLC — grew from 792 to 889 advisory reps. IAPD ↗
85
ALTERNA WEALTH MANAGEMENT, INC. — grew from 14 to 40 advisory reps. IAPD ↗
85
MERIDIAN WEALTH MANAGEMENT, LLC — grew from 29 to 53 advisory reps. IAPD ↗
85
CERITY PARTNERS LLC — grew from 704 to 862 advisory reps. IAPD ↗
85
BTG PACTUAL ASSET MANAGEMENT US , LLC — grew from 68 to 94 advisory reps. IAPD ↗
85
KESTRA PRIVATE WEALTH SERVICES, LLC — grew from 158 to 198 advisory reps. IAPD ↗
85
ALPHASTAR CAPITAL MANAGEMENT — grew from 94 to 109 advisory reps. IAPD ↗
85
RFG ADVISORY, LLC — grew from 102 to 135 advisory reps. IAPD ↗
85
EFG ASSET MANAGEMENT (AMERICAS) CORP. — grew from 4 to 21 advisory reps. IAPD ↗
85
FOCUS PARTNERS WEALTH, LLC — grew from 765 to 945 advisory reps. IAPD ↗
85
CAPITAL ANALYSTS — grew from 704 to 725 advisory reps. IAPD ↗
85
BRAMSHILL INVESTMENTS, LLC — grew from 15 to 31 advisory reps. IAPD ↗
85
OSAIC ADVISORY SERVICES, LLC — grew from 141 to 389 advisory reps. IAPD ↗
85
NEWEDGE ADVISORS — grew from 396 to 465 advisory reps. IAPD ↗
85
COMPOUND PLANNING, INC. — grew from 13 to 48 advisory reps. IAPD ↗
85
SPIDERROCK ADVISORS, LLC — grew from 10 to 36 advisory reps. IAPD ↗
85
FIDUCIARY FINANCIAL ADVISORS — grew from 22 to 38 advisory reps. IAPD ↗
85
FOUNDATIONS INVESTMENT ADVISORS LLC — grew from 187 to 229 advisory reps. IAPD ↗
85
INSIGNEO ADVISORY SERVICES, LLC — grew from 168 to 188 advisory reps. IAPD ↗
85
STEWARD PARTNERS INVESTMENT ADVISORY, LLC — grew from 327 to 397 advisory reps. IAPD ↗
85
KESTRA ADVISORY SERVICES, LLC — grew from 1266 to 1299 advisory reps. IAPD ↗
85
TRUIST ADVISORY SERVICES, INC. — grew from 2105 to 2455 advisory reps. IAPD ↗
85
EQUITY INVESTMENT CORP — grew from 6 to 26 advisory reps. IAPD ↗
85
ONEASCENT FINANCIAL SERVICES LLC — grew from 39 to 57 advisory reps. IAPD ↗
85
INTEGRATED WEALTH CONCEPTS LLC — grew from 423 to 452 advisory reps. IAPD ↗
85
CALVERT RESEARCH AND MANAGEMENT — grew from 204 to 229 advisory reps. IAPD ↗
85
CRESSET ASSET MANAGEMENT, LLC — grew from 133 to 191 advisory reps. IAPD ↗
85
PRIME CAPITAL FINANCIAL — grew from 198 to 240 advisory reps. IAPD ↗
85
ROOT FINANCIAL PARTNERS — grew from 9 to 35 advisory reps. IAPD ↗
85
ROCKEFELLER CAPITAL MANAGEMENT — grew from 573 to 748 advisory reps. IAPD ↗
85
APOLLON WEALTH MANAGEMENT, LLC — grew from 93 to 115 advisory reps. IAPD ↗
85
SUMMIT FINANCIAL, LLC — grew from 119 to 139 advisory reps. IAPD ↗
85
SIMPLICITY WEALTH — grew from 159 to 242 advisory reps. IAPD ↗
85
IEQ CAPITAL, LLC — grew from 100 to 140 advisory reps. IAPD ↗
85
MARINER INDEPENDENT — grew from 83 to 99 advisory reps. IAPD ↗
85
THE AMERIFLEX GROUP — grew from 149 to 166 advisory reps. IAPD ↗
85
HUB INVESTMENT PARTNERS, LLC — grew from 50 to 80 advisory reps. IAPD ↗
85
APOGEM CAPITAL LLC — grew from 116 to 137 advisory reps. IAPD ↗
85
ASSUREDPARTNERS INVESTMENT ADVISORS — grew from 16 to 46 advisory reps. IAPD ↗
85
FORTIS CAPITAL ADVISORS, LLC — grew from 37 to 54 advisory reps. IAPD ↗
85
CW ADVISORS, LLC — grew from 38 to 62 advisory reps. IAPD ↗
85
FIFTH THIRD WEALTH ADVISORS LLC — grew from 37 to 52 advisory reps. IAPD ↗
85
IMPACT PARTNERSHIP WEALTH, LLC — grew from 50 to 72 advisory reps. IAPD ↗
85
GATEWAY WEALTH PARTNERS, LLC — grew from 51 to 66 advisory reps. IAPD ↗
85
UNITED ADVISOR GROUP — grew from 28 to 43 advisory reps. IAPD ↗
85
MODERN WEALTH MANAGEMENT, LLC — grew from 36 to 54 advisory reps. IAPD ↗
85
DIVERSIFY WEALTH MANAGEMENT, LLC — grew from 24 to 48 advisory reps. IAPD ↗
84
GW&K INVESTMENT MANAGEMENT, LLC — grew from 54 to 68 advisory reps. IAPD ↗
84
BENJAMIN F. EDWARDS & COMPANY, INCORPORATED — grew from 422 to 436 advisory reps. IAPD ↗
84
MERCER GLOBAL ADVISORS INC. — grew from 727 to 741 advisory reps. IAPD ↗
84
STRATEGIC WEALTH INVESTMENT GROUP, LLC — grew from 27 to 41 advisory reps. IAPD ↗
84
BRYN MAWR CAPITAL MANAGEMENT, LLC — grew from 32 to 46 advisory reps. IAPD ↗
84
ARKADIOS WEALTH ADVISORS — grew from 137 to 151 advisory reps. IAPD ↗
84
TITLEIST ASSET MANAGEMENT, LLC — grew from 18 to 32 advisory reps. IAPD ↗
83
PACKERLAND BROKERAGE SERVICES, INC. — grew from 144 to 161 advisory reps. IAPD ↗
83
F L PUTNAM INVESTMENT MANAGEMENT CO. — grew from 60 to 73 advisory reps. IAPD ↗
83
PATHWAY CAPITAL MANAGEMENT, LP — grew from 70 to 83 advisory reps. IAPD ↗
83
MWA FINANCIAL SERVICES, INC. — grew from 115 to 134 advisory reps. IAPD ↗
83
CHICAGO PARTNERS INVESTMENT GROUP LLC — grew from 33 to 46 advisory reps. IAPD ↗
83
NB ALTERNATIVES ADVISERS LLC — grew from 187 to 200 advisory reps. IAPD ↗
83
COASTAL BRIDGE ADVISORS — grew from 9 to 22 advisory reps. IAPD ↗
83
MODERA WEALTH MANAGEMENT, LLC — grew from 100 to 113 advisory reps. IAPD ↗
83
LEGACY WEALTH MANAGEMENT, LLC — grew from 16 to 35 advisory reps. IAPD ↗
83
GIBBS WEALTH MANAGEMENT, LLC — grew from 10 to 49 advisory reps. IAPD ↗
83
PREVAIL INNOVATIVE WEALTH ADVISORS, LLC — grew from 10 to 33 advisory reps. IAPD ↗
83
FLORIDA FINANCIAL ADVISORS, LLC — grew from 294 to 457 advisory reps. IAPD ↗
83
INTEGRITY ADVISORY SOLUTIONS — grew from 39 to 90 advisory reps. IAPD ↗
83
PRINCIPAL ADVISED SERVICES — grew from 58 to 215 advisory reps. IAPD ↗
83
ACCURATE WEALTH MANAGEMENT, LLC — grew from 28 to 41 advisory reps. IAPD ↗
83
IP FINANCIAL ADVISORY SERVICES LLC — grew from 92 to 112 advisory reps. IAPD ↗
83
49 FINANCIAL — grew from 74 to 128 advisory reps. IAPD ↗
83
ENCOMPASS MORE ASSET MANAGEMENT LLC — grew from 43 to 76 advisory reps. IAPD ↗
83
FOGUTH WEALTH MANAGEMENT, LLC. — grew from 10 to 29 advisory reps. IAPD ↗
82
PLANTE MORAN FINANCIAL ADVISORS — grew from 132 to 144 advisory reps. IAPD ↗
82
CARLSON CAPITAL MANAGEMENT, LLC — grew from 21 to 33 advisory reps. IAPD ↗
82
ROBERTSON STEPHENS — grew from 51 to 63 advisory reps. IAPD ↗
82
ALDEN INVESTMENT GROUP — grew from 26 to 40 advisory reps. IAPD ↗
81
LINCOLN INVESTMENT — grew from 883 to 894 advisory reps. IAPD ↗
81
WAVERLY ADVISORS, LLC — grew from 141 to 152 advisory reps. IAPD ↗
81
SOUTHERNSUN ASSET MANAGEMENT LLC — grew from 4 to 17 advisory reps. IAPD ↗
81
HUDSON ADVISORS — grew from 116 to 127 advisory reps. IAPD ↗
81
DRIVE WEALTH ADVISERS — grew from 15 to 26 advisory reps. IAPD ↗
81
NATIONAL INVESTMENT SERVICES OF AMERICA, LLC — grew from 14 to 25 advisory reps. IAPD ↗
81
TACTIVE ADVISORS, LLC — grew from 0 to 13 advisory reps. IAPD ↗
81
LPL ENTERPRISE, LLC — reports More than 500 financial-planning clients, up from 0. IAPD ↗
81
ROOT FINANCIAL PARTNERS — reports More than 500 financial-planning clients, up from 0. IAPD ↗
80
ESI FINANCIAL ADVISORS — grew from 420 to 430 advisory reps. IAPD ↗
80
DAVENPORT & COMPANY LLC — grew from 206 to 216 advisory reps. IAPD ↗
80
CHARLES SCHWAB & CO., INC. — grew from 3564 to 3692 advisory reps. IAPD ↗
80
INTELLICENTS INVESTMENT SOLUTIONS INC — grew from 36 to 46 advisory reps. IAPD ↗
80
TLG ADVISORS, INC. — grew from 137 to 147 advisory reps. IAPD ↗
80
GRADIENT ADVISORS, LLC — grew from 152 to 169 advisory reps. IAPD ↗
80
IPG INVESTMENT ADVISORS, LLC — grew from 29 to 39 advisory reps. IAPD ↗
80
STRATOS WEALTH PARTNERS, LTD — grew from 315 to 325 advisory reps. IAPD ↗
80
SCHWAB WEALTH ADVISORY, INC. — grew from 898 to 987 advisory reps. IAPD ↗
80
FROST INVESTMENT SERVICES — grew from 94 to 104 advisory reps. IAPD ↗
80
PERENNIAL FINANCIAL SERVICES — grew from 32 to 42 advisory reps. IAPD ↗
80
TRANSCEND CAPITAL ADVISORS, LLC — grew from 21 to 31 advisory reps. IAPD ↗
80
PARK AVENUE INVESTMENT ADVISORY, LLC — grew from 70 to 87 advisory reps. IAPD ↗
80
THEPARTNERS WEALTH MANAGEMENT — grew from 7 to 19 advisory reps. IAPD ↗
80
MDRN CAPITAL — grew from 7 to 23 advisory reps. IAPD ↗
80
SOVRAN ADVISORS, LLC — grew from 43 to 53 advisory reps. IAPD ↗
80
STRATEGIC ADVISERS LLC — now offers financial planning (Item 5G(1)). IAPD ↗
80
D.F. DENT AND COMPANY, INC. — now offers financial planning (Item 5G(1)). IAPD ↗
80
PROFESSIONAL ADVISORY SERVICES INC — now offers financial planning (Item 5G(1)). IAPD ↗
80
BNY ADVISORS — now offers financial planning (Item 5G(1)). IAPD ↗
80
MEYER HANDELMAN COMPANY LLC — now offers financial planning (Item 5G(1)). IAPD ↗
80
SIERRA CAPITAL LLC — now offers financial planning (Item 5G(1)). IAPD ↗
80
CRAWFORD INVESTMENT COUNSEL INC — now offers financial planning (Item 5G(1)). IAPD ↗
80
ARCUS CAPITAL PARTNERS, LLC — now offers financial planning (Item 5G(1)). IAPD ↗
80
INDEPENDENCE ASSET ADVISORS, LLC — now offers financial planning (Item 5G(1)). IAPD ↗
80
ASPEN GROVE CAPITAL, LLC — now offers financial planning (Item 5G(1)). IAPD ↗
80
SHUSTER ADVISORY GROUP, LLC — now offers financial planning (Item 5G(1)). IAPD ↗
80
STEPHENS GROUP ASSET MANAGEMENT, LLC — now offers financial planning (Item 5G(1)). IAPD ↗
80
GODWIN CAPITAL GROUP, LLC — now offers financial planning (Item 5G(1)). IAPD ↗
80
STRIVE ASSET MANAGEMENT — now offers financial planning (Item 5G(1)). IAPD ↗
80
ROCK HARBOR PARTNERS LLC — now offers financial planning (Item 5G(1)). IAPD ↗
80
KAUFMAN HALL INVESTMENT MANAGEMENT — now offers financial planning (Item 5G(1)). IAPD ↗
79
METROPOLITAN WEST ASSET MANAGEMENT LLC — grew from 68 to 77 advisory reps. IAPD ↗
79
FCI ADVISORS — grew from 32 to 41 advisory reps. IAPD ↗
79
VANGUARD ADVISERS, INC. — grew from 1558 to 1567 advisory reps. IAPD ↗
79
AQR CAPITAL MANAGEMENT, LLC — grew from 229 to 238 advisory reps. IAPD ↗
79
CAUSEWAY CAPITAL MANAGEMENT LLC — grew from 30 to 39 advisory reps. IAPD ↗
79
THE RETIREMENT PLANNING GROUP, LLC — grew from 19 to 28 advisory reps. IAPD ↗
79
KEY INVESTMENT SERVICES LLC — grew from 350 to 359 advisory reps. IAPD ↗
79
BREVET CAPITAL MANAGEMENT, LLC — grew from 15 to 24 advisory reps. IAPD ↗
79
WEALTHCARE ADVISORY PARTNERS LLC — grew from 145 to 154 advisory reps. IAPD ↗
79
ELEVATED CAPITAL ADVISORS, LLC — grew from 9 to 20 advisory reps. IAPD ↗
79
CREATIVEONE WEALTH, LLC — grew from 188 to 197 advisory reps. IAPD ↗
79
STRATOS WEALTH ADVISORS LLC — grew from 67 to 76 advisory reps. IAPD ↗
79
CRESTWOOD ADVISORS — grew from 46 to 55 advisory reps. IAPD ↗
79
AWM CAPITAL, LLC — grew from 15 to 24 advisory reps. IAPD ↗
79
TRIVIUM POINT ADVISORY, LLC — grew from 14 to 23 advisory reps. IAPD ↗
79
EASTERLY INVESTMENT PARTNERS LLC — grew from 14 to 23 advisory reps. IAPD ↗
79
FIDELITY INSTITUTIONAL WEALTH ADVISER LLC — grew from 84 to 93 advisory reps. IAPD ↗
79
GUARDIAN WEALTH ADVISORS, LLC — grew from 23 to 32 advisory reps. IAPD ↗
79
TRANSCE3ND LLC — grew from 28 to 39 advisory reps. IAPD ↗
79
ELDRIDGE INVESTMENT ADVISORS INC — reports More than 500 financial-planning clients, up from 0. IAPD ↗
79
ASCEND INVESTMENT PARTNERS — reports More than 500 financial-planning clients, up from 0. IAPD ↗
79
SOLLINDA CAPITAL MANAGEMENT LLC — reports More than 500 financial-planning clients, up from 0. IAPD ↗
79
ABLE FINANCIAL GROUP, LLC — reports More than 500 financial-planning clients, up from 0. IAPD ↗
79
BRISTOL WEALTH GROUP — reports More than 500 financial-planning clients, up from 0. IAPD ↗
79
LIFELONG WEALTH ADVISORS, INC. — reports More than 500 financial-planning clients, up from 0. IAPD ↗
78
TCW ASSET MANAGEMENT COMPANY LLC — grew from 145 to 153 advisory reps. IAPD ↗
78
MELLON INVESTMENTS CORPORATION — grew from 59 to 67 advisory reps. IAPD ↗
78
NISA INVESTMENT ADVISORS, LLC — grew from 194 to 202 advisory reps. IAPD ↗
78
WESTWOOD MANAGEMENT CORP — grew from 68 to 76 advisory reps. IAPD ↗
78
CAIN, WATTERS & ASSOCIATES, LLC — grew from 63 to 71 advisory reps. IAPD ↗
78
WATERLOO CAPITAL — grew from 29 to 37 advisory reps. IAPD ↗
78
PARALLEL ADVISORS, LLC — grew from 56 to 64 advisory reps. IAPD ↗
78
NEPSIS, INC. — grew from 15 to 25 advisory reps. IAPD ↗
78
PURE FINANCIAL ADVISORS, LLC — grew from 56 to 64 advisory reps. IAPD ↗
78
CREATIVEONE SECURITIES, LLC — grew from 123 to 131 advisory reps. IAPD ↗
78
VIVALDI CAPITAL MANAGEMENT LP — grew from 22 to 30 advisory reps. IAPD ↗
78
AXXCESS WEALTH MANAGEMENT, LLC — grew from 44 to 52 advisory reps. IAPD ↗
78
KEENAN FINANCIAL — grew from 11 to 24 advisory reps. IAPD ↗
78
XYPN INVEST — grew from 15 to 25 advisory reps. IAPD ↗
78
NEW EDGE WEALTH — grew from 62 to 70 advisory reps. IAPD ↗
78
ADVISOR SHARE WEALTH MANAGEMENT, LLC — grew from 22 to 35 advisory reps. IAPD ↗
78
JOURNEY STRATEGIC WEALTH LLC — grew from 12 to 20 advisory reps. IAPD ↗
78
ALTITUDE CAPITAL MANAGEMENT LLC — grew from 3 to 16 advisory reps. IAPD ↗
78
CAPITAL WEALTH MANAGEMENT, LLC — reports 251-500 financial-planning clients, up from 0. IAPD ↗
78
STOKES FAMILY OFFICE LLC — reports 251-500 financial-planning clients, up from 0. IAPD ↗
78
STONEBRIDGE FINANCIAL GROUP, LLC — reports More than 500 financial-planning clients, up from 1-10. IAPD ↗
78
AMERICAN WEALTH MANAGEMENT, INC. — now offers financial planning (Item 5G(1)). IAPD ↗
78
ELDRIDGE INVESTMENT ADVISORS INC — now offers financial planning (Item 5G(1)). IAPD ↗
78
SEM WEALTH MANAGEMENT — now offers financial planning (Item 5G(1)). IAPD ↗
78
FAI ADVISORS, INC. — now offers financial planning (Item 5G(1)). IAPD ↗
78
NESTEGGS, INC. — now offers financial planning (Item 5G(1)). IAPD ↗
78
BROADLEAF PARTNERS, LLC — now offers financial planning (Item 5G(1)). IAPD ↗
78
AMERICAN CAPITAL ADVISORY, LLC — now offers financial planning (Item 5G(1)). IAPD ↗
78
PASSIVE CAPITAL MANAGEMENT, LLC — now offers financial planning (Item 5G(1)). IAPD ↗
78
BEAUMONT ASSET MANAGEMENT, LLC — now offers financial planning (Item 5G(1)). IAPD ↗
78
BECK CAPITAL MANAGEMENT LLC — now offers financial planning (Item 5G(1)). IAPD ↗
78
ACCRETIVE WEALTH MANAGEMENT, LLC — now offers financial planning (Item 5G(1)). IAPD ↗
78
L2 ASSET MANAGEMENT, LLC — now offers financial planning (Item 5G(1)). IAPD ↗
78
HUGHES FINANCIAL SERVICES, LLC — now offers financial planning (Item 5G(1)). IAPD ↗
78
XYPN INVEST — now offers financial planning (Item 5G(1)). IAPD ↗
78
BLACK SWIFT GROUP, LLC — now offers financial planning (Item 5G(1)). IAPD ↗
78
HAMILTON WEALTH, LLC — now offers financial planning (Item 5G(1)). IAPD ↗
78
PRINCIPAL ADVISED SERVICES — now offers financial planning (Item 5G(1)). IAPD ↗
78
HOXTON WEALTH USA LLC — now offers financial planning (Item 5G(1)). IAPD ↗
78
GLOBAL KANDOR ADVISORS, LLC — now offers financial planning (Item 5G(1)). IAPD ↗
78
SOLANO WEALTH MANAGEMENT — now offers financial planning (Item 5G(1)). IAPD ↗
78
ATEGENOS CAPITAL, LLC — now offers financial planning (Item 5G(1)). IAPD ↗
78
PERMANENT CAPITAL MANAGEMENT, LP — now offers financial planning (Item 5G(1)). IAPD ↗
77
LOOMIS, SAYLES & COMPANY, L.P. — grew from 722 to 729 advisory reps. IAPD ↗
77
OPPENHEIMER ASSET MANAGEMENT — grew from 127 to 134 advisory reps. IAPD ↗
77
RUSSELL INVESTMENTS — grew from 115 to 122 advisory reps. IAPD ↗
77
NEW ENGLAND ASSET MANAGEMENT, INC. — grew from 49 to 56 advisory reps. IAPD ↗
77
PAYDEN & RYGEL — grew from 109 to 116 advisory reps. IAPD ↗
77
PARAMETRIC PORTFOLIO ASSOCIATES — grew from 191 to 198 advisory reps. IAPD ↗
77
TRUE NORTH ADVISORS, LLC — grew from 21 to 28 advisory reps. IAPD ↗
77
MORGAN STANLEY AIP GP LP — grew from 150 to 157 advisory reps. IAPD ↗
77
SEVEN SPRINGS WEALTH GROUP — grew from 8 to 15 advisory reps. IAPD ↗
77
CARY STREET PARTNERS — grew from 71 to 78 advisory reps. IAPD ↗
77
IC ADVISORY SERVICES, INC. — grew from 191 to 198 advisory reps. IAPD ↗
77
JAFFE TILCHIN INVESTMENT PARTNERS, LLC — grew from 27 to 34 advisory reps. IAPD ↗
77
INDEPENDENT SOLUTIONS WEALTH MANAGEMENT, LLC — grew from 16 to 23 advisory reps. IAPD ↗
77
WEALTHSPIRE ADVISORS — grew from 14 to 21 advisory reps. IAPD ↗
77
AVIOR WEALTH MANAGEMENT, LLC — grew from 113 to 120 advisory reps. IAPD ↗
77
DRAKE & ASSOCIATES, LLC — grew from 6 to 15 advisory reps. IAPD ↗
77
MONTIS FINANCIAL, LLC — grew from 10 to 17 advisory reps. IAPD ↗
77
TIDAL INVESTMENTS LLC — grew from 12 to 19 advisory reps. IAPD ↗
77
RITHOLTZ WEALTH MANAGEMENT — grew from 38 to 45 advisory reps. IAPD ↗
77
PRIVATE ADVISORY — grew from 6 to 13 advisory reps. IAPD ↗
77
IHT WEALTH MANAGEMENT LLC — grew from 146 to 153 advisory reps. IAPD ↗
77
STANSBERRY ASSET MANAGEMENT, LLC — grew from 6 to 13 advisory reps. IAPD ↗
77
PENNINGTON PARTNERS & CO., LLC — grew from 8 to 15 advisory reps. IAPD ↗
77
CW INVESTMENT ADVISERS, LLC — grew from 16 to 25 advisory reps. IAPD ↗
77
HOXTON WEALTH USA LLC — grew from 28 to 37 advisory reps. IAPD ↗
77
BROOKWOOD INVESTMENT GROUP — grew from 17 to 24 advisory reps. IAPD ↗
77
ETHOS FINANCIAL GROUP, LLC — grew from 20 to 27 advisory reps. IAPD ↗
77
DIVERSIFY ADVISORY SERVICES, LLC — grew from 87 to 94 advisory reps. IAPD ↗
76
HARBOUR INVESTMENTS, INC. — grew from 206 to 212 advisory reps. IAPD ↗
76
WCM INVESTMENT MANAGEMENT — grew from 43 to 49 advisory reps. IAPD ↗
76
MONETA GROUP INVESTMENT ADVISORS, LLC — grew from 214 to 220 advisory reps. IAPD ↗
76
AVANTAX PLANNING PARTNERS, INC. — grew from 248 to 254 advisory reps. IAPD ↗
76
MANULIFE INVESTMENT MANAGEMENT (US) LLC — grew from 138 to 144 advisory reps. IAPD ↗
76
ORION PORTFOLIO SOLUTIONS, LLC — grew from 67 to 73 advisory reps. IAPD ↗
76
CIBC PRIVATE WEALTH ADVISORS, INC. — grew from 204 to 210 advisory reps. IAPD ↗
76
WESTMINSTER FINANCIAL ADVISORY CORP — grew from 40 to 46 advisory reps. IAPD ↗
76
ANNEX WEALTH MANAGEMENT, LLC — grew from 60 to 66 advisory reps. IAPD ↗
76
STRATEGIC FINANCIAL CONCEPTS, LLC — grew from 35 to 41 advisory reps. IAPD ↗
76
SMEAD CAPITAL MANAGEMENT, INC. — grew from 10 to 16 advisory reps. IAPD ↗
76
ARETE WEALTH ADVISORS, LLC — grew from 124 to 130 advisory reps. IAPD ↗
76
CAPWEALTH ADVISORS, LLC — grew from 5 to 11 advisory reps. IAPD ↗
76
SOLTIS INVESTMENT ADVISORS, LLC — grew from 45 to 51 advisory reps. IAPD ↗
76
ICONIQ CAPITAL, LLC — grew from 130 to 136 advisory reps. IAPD ↗
76
FOURSTAR WEALTH ADVISORS, LLC — grew from 39 to 45 advisory reps. IAPD ↗
76
REEDMARK ADVISORS, LLC — grew from 1 to 9 advisory reps. IAPD ↗
76
WILLIAM BLAIR INVESTMENT MANAGEMENT, LLC — grew from 146 to 152 advisory reps. IAPD ↗
76
ALPHACORE CAPITAL LLC — grew from 23 to 29 advisory reps. IAPD ↗
76
SUMMIT TRAIL ADVISORS, LLC — grew from 28 to 34 advisory reps. IAPD ↗
76
VESTWELL ADVISORS LLC — grew from 15 to 23 advisory reps. IAPD ↗
76
JORDAN PARK GROUP LLC — grew from 86 to 92 advisory reps. IAPD ↗
76
INTEGRA GLOBAL ADVISORS LLC — grew from 4 to 12 advisory reps. IAPD ↗
76
ALDEN CAPITAL — grew from 14 to 20 advisory reps. IAPD ↗
76
WEALTHPLAN INVESTMENT MANAGEMENT LLC — grew from 8 to 14 advisory reps. IAPD ↗
76
HIGHPOINT PLANNING PARTNERS — grew from 94 to 100 advisory reps. IAPD ↗
76
TFB ADVISORS, LLC — grew from 23 to 31 advisory reps. IAPD ↗
76
STRIVE ASSET MANAGEMENT — grew from 4 to 10 advisory reps. IAPD ↗
76
TRIAD WEALTH PARTNERS, LLC — grew from 5 to 13 advisory reps. IAPD ↗
76
CHERRY TREE WEALTH MANAGEMENT, LLC — reports 251-500 financial-planning clients, up from 0. IAPD ↗
76
ACCELERATED WEALTH ADVISORS LLC — reports More than 500 financial-planning clients, up from 0. IAPD ↗
76
KICKSTAND WEALTH ADVISORS — reports 251-500 financial-planning clients, up from 0. IAPD ↗
76
CURIO WEALTH, LLC — reports 251-500 financial-planning clients, up from 0. IAPD ↗
76
WEINAND FINANCIAL, INC. — reports 251-500 financial-planning clients, up from 0. IAPD ↗
76
TRADEWELL SECURITIES, LLC — reports 251-500 financial-planning clients, up from 0. IAPD ↗
75
OSAIC WEALTH, INC. — reported RAUM up 112% ($94.56B -> $200.27B). IAPD ↗
75
BROOKFIELD PUBLIC SECURITIES GROUP LLC — reported RAUM up 123% ($21.66B -> $48.29B). IAPD ↗
75
U.S. BANCORP ASSET MANAGEMENT, INC. — reported RAUM up 129% ($176.09B -> $402.82B). IAPD ↗
75
GALLAGHER FIDUCIARY ADVISORS, LLC — reported RAUM up 1128% ($10.24B -> $125.75B). IAPD ↗
75
GOTHAM ASSET MANAGEMENT, LLC — reported RAUM up 92% ($6.31B -> $12.13B). IAPD ↗
75
FFT WEALTH MANAGEMENT — reported RAUM up 94% ($3.13B -> $6.05B). IAPD ↗
75
FOCUS PARTNERS WEALTH, LLC — reported RAUM up 347% ($21.47B -> $95.89B). IAPD ↗
75
TIDAL INVESTMENTS LLC — reported RAUM up 140% ($11.33B -> $27.26B). IAPD ↗
75
HOOD RIVER CAPITAL MANAGEMENT LLC — reported RAUM up 85% ($3.70B -> $6.86B). IAPD ↗
75
APTUS CAPITAL ADVISORS, LLC — reported RAUM up 86% ($5.29B -> $9.86B). IAPD ↗
75
BOWIE CAPITAL MANAGEMENT, LLC — reported RAUM up 115% ($1.03B -> $2.21B). IAPD ↗
75
OSAIC ADVISORY SERVICES, LLC — reported RAUM up 152% ($4.94B -> $12.47B). IAPD ↗
75
ETF ARCHITECT — reported RAUM up 75% ($9.16B -> $16.05B). IAPD ↗
75
COMPOUND PLANNING, INC. — reported RAUM up 117% ($1.40B -> $3.03B). IAPD ↗
75
DUNCAN WILLIAMS ASSET MANAGEMENT, LLC — reported RAUM up 112% ($1.02B -> $2.16B). IAPD ↗
75
VESTMARK ADVISORY SOLUTIONS, INC. — reported RAUM up 78% ($5.64B -> $10.02B). IAPD ↗
75
HUMAN INTEREST ADVISORS LLC — reported RAUM up 92% ($3.45B -> $6.61B). IAPD ↗
75
KOVITZ INVESTMENT GROUP PARTNERS, LLC — reported RAUM up 181% ($11.29B -> $31.73B). IAPD ↗
75
KINGSWOOD WEALTH ADVISORS, LLC — reported RAUM up 137% ($1.04B -> $2.47B). IAPD ↗
75
ATOM INVESTORS LP — reported RAUM up 92% ($1.72B -> $3.30B). IAPD ↗
75
QUANTINNO CAPITAL MANAGEMENT LP — reported RAUM up 233% ($4.30B -> $14.32B). IAPD ↗
75
VISE AI ADVISORS — reported RAUM up 103% ($1.07B -> $2.18B). IAPD ↗
75
ALIYA CAPITAL PARTNERS LLC — reported RAUM up 97% ($1.00B -> $1.98B). IAPD ↗
75
CONFLUENCE FINANCIAL PARTNERS — reported RAUM up 79% ($3.06B -> $5.45B). IAPD ↗
75
THE BALDWIN GROUP WEALTH ADVISORS, LLC — reported RAUM up 338% ($4.81B -> $21.04B). IAPD ↗
75
SAMMONS FINANCIAL GROUP ASSET MANAGEMENT, LLC — reported RAUM up 866% ($11.36B -> $109.76B). IAPD ↗
75
ADVISOR PARTNERS — reported RAUM up 127% ($3.38B -> $7.67B). IAPD ↗
75
STRIVE ASSET MANAGEMENT — reported RAUM up 91% ($1.08B -> $2.06B). IAPD ↗
75
MODERN WEALTH MANAGEMENT, LLC — reported RAUM up 197% ($2.07B -> $6.15B). IAPD ↗
75
KAUFMAN HALL INVESTMENT MANAGEMENT — reported RAUM up 83% ($1.26B -> $2.31B). IAPD ↗
75
ONEAMERICA SECURITIES, INC. — grew from 282 to 289 advisory reps. IAPD ↗
75
PLANMEMBER SECURITIES CORPORATION — grew from 427 to 432 advisory reps. IAPD ↗
75
MARQUETTE ASSOCIATES, INC. — grew from 52 to 57 advisory reps. IAPD ↗
75
LANDAAS & COMPANY — grew from 16 to 21 advisory reps. IAPD ↗
75
CLEARSTEAD; HARTLAND & CO., LLC; CLEARSTEAD ADVISORY SOLUTIONS — grew from 80 to 85 advisory reps. IAPD ↗
75
HEITMAN REAL ESTATE SECURITIES LLC — grew from 42 to 47 advisory reps. IAPD ↗
75
UNITED ASSET STRATEGIES INC. — grew from 16 to 21 advisory reps. IAPD ↗
75
TANGLEWOOD TOTAL WEALTH MANAGEMENT, INC. — grew from 4 to 9 advisory reps. IAPD ↗
75
MASLOW WEALTH ADVISORS — grew from 10 to 15 advisory reps. IAPD ↗
75
GCM GROSVENOR L.P. — grew from 159 to 164 advisory reps. IAPD ↗
75
CENTER FOR FINANCIAL PLANNING INC — grew from 13 to 18 advisory reps. IAPD ↗
75
STRATEGIC FINANCIAL SERVICES — grew from 20 to 25 advisory reps. IAPD ↗
75
MAIN STREET RESEARCH LLC — grew from 11 to 16 advisory reps. IAPD ↗
75
ONE CAPITAL MANAGEMENT, LLC — grew from 41 to 46 advisory reps. IAPD ↗
75
VAN HULZEN FINANCIAL ADVISORS — grew from 10 to 15 advisory reps. IAPD ↗
75
TRADITION WEALTH MANAGEMENT LLC — grew from 23 to 28 advisory reps. IAPD ↗
75
ZEVENBERGEN CAPITAL INVESTMENTS LLC — grew from 5 to 10 advisory reps. IAPD ↗
75
PERIGON WEALTH MANAGEMENT, LLC — grew from 77 to 82 advisory reps. IAPD ↗
75
KOVACK ADVISORS, INC. — grew from 300 to 305 advisory reps. IAPD ↗
75
TPG FINANCIAL ADVISORS, LLC — grew from 8 to 13 advisory reps. IAPD ↗
75
COMPOSITION WEALTH, LLC — grew from 41 to 46 advisory reps. IAPD ↗
75
CAPITAL INVESTMENT ADVISORY SERVICES, LLC — grew from 71 to 76 advisory reps. IAPD ↗
75
CAHABA WEALTH MANAGEMENT, INC. — grew from 12 to 17 advisory reps. IAPD ↗
75
CLEAR HARBOR ASSET MANAGEMENT, LLC — grew from 14 to 19 advisory reps. IAPD ↗
75
CONNECTICUT WEALTH MANAGEMENT, LLC — grew from 35 to 40 advisory reps. IAPD ↗
75
LIBREMAX CAPITAL, LLC — grew from 38 to 43 advisory reps. IAPD ↗
75
PALMER SQUARE CAPITAL MANAGEMENT LLC — grew from 28 to 33 advisory reps. IAPD ↗
75
THE MATHER GROUP, LLC — grew from 81 to 86 advisory reps. IAPD ↗
75
FOUNTAINHEAD ADVISORS — grew from 13 to 18 advisory reps. IAPD ↗
75
COMPASS FINANCIAL MANAGEMENT LLC — grew from 20 to 27 advisory reps. IAPD ↗
75
CANAL CAPITAL MANAGEMENT, LLC — grew from 5 to 10 advisory reps. IAPD ↗
75
IFG ADVISORY, LLC — grew from 75 to 80 advisory reps. IAPD ↗
75
VISIONARY WEALTH ADVISORS, LLC — grew from 39 to 44 advisory reps. IAPD ↗
75
KEEN WEALTH ADVISORS — grew from 24 to 29 advisory reps. IAPD ↗
75
PFG ADVISORS — grew from 99 to 104 advisory reps. IAPD ↗
75
WILLIAM JOSEPH CAPITAL MANAGEMENT, INC. — grew from 19 to 26 advisory reps. IAPD ↗
75
ADDICUS ADVISORY, LLC — grew from 5 to 12 advisory reps. IAPD ↗
75
GPS WEALTH STRATEGIES GROUP, LLC — grew from 21 to 26 advisory reps. IAPD ↗
75
VANTAGE POINT FINANCIAL, LLC — grew from 9 to 16 advisory reps. IAPD ↗
75
FERMATA ADVISORS — grew from 12 to 17 advisory reps. IAPD ↗
75
LXG WEALTH ADVISORY LLC — grew from 7 to 12 advisory reps. IAPD ↗
75
PARNASSUS INVESTMENTS, LLC — grew from 23 to 28 advisory reps. IAPD ↗
75
CASSADAY & COMPANY, INC. — grew from 27 to 32 advisory reps. IAPD ↗
75
SECOND LINE CAPITAL, LLC — grew from 14 to 21 advisory reps. IAPD ↗
75
QUOTIENT WEALTH PARTNERS, LLC — grew from 21 to 26 advisory reps. IAPD ↗
75
WELLTH ADVISORY SERVICES, LLC — grew from 67 to 72 advisory reps. IAPD ↗
75
CALIBER WEALTH MANAGEMENT, LLC — grew from 10 to 15 advisory reps. IAPD ↗
75
CASTLE ROCK ADVISORS LLC — grew from 22 to 27 advisory reps. IAPD ↗
75
TRIBRIDGE PARTNERS FINANCIAL LLC — 's provisional registration is now fully approved. IAPD ↗
75
IRON GATE GLOBAL ADVISORS — reports 101-250 financial-planning clients, up from 0. IAPD ↗
75
WEALTH ADVISORS GROUP — reports More than 500 financial-planning clients, up from 11-25. IAPD ↗
75
MIDWEST CAPITAL ADVISORS, LLC — reports 101-250 financial-planning clients, up from 0. IAPD ↗
75
LEGACY FINANCIAL ADVISORS, INC. — reports 251-500 financial-planning clients, up from 1-10. IAPD ↗
75
DUNCAN WILLIAMS ASSET MANAGEMENT, LLC — reports 101-250 financial-planning clients, up from 0. IAPD ↗
75
VERDENCE CAPITAL ADVISORS, LLC — reports 101-250 financial-planning clients, up from 0. IAPD ↗
75
ARKADIOS WEALTH ADVISORS — reports 101-250 financial-planning clients, up from 0. IAPD ↗
75
PASADENA PRIVATE WEALTH, LLC — reports 251-500 financial-planning clients, up from 1-10. IAPD ↗
75
SERENUS WEALTH ADVISORS, LLC — reports 101-250 financial-planning clients, up from 0. IAPD ↗
75
IFC ADVISORS LLC — reports 101-250 financial-planning clients, up from 0. IAPD ↗
75
R. F. LAFFERTY & CO., INC. — now offers financial planning (Item 5G(1)). IAPD ↗
75
BRANSON FOWLKES RUSSELL INC — now offers financial planning (Item 5G(1)). IAPD ↗
75
SAGE INVESTMENT COUNSEL — now offers financial planning (Item 5G(1)). IAPD ↗
75
ENGLESON & ASSOCIATES — now offers financial planning (Item 5G(1)). IAPD ↗
75
COLCHESTER INVESTMENT COUNSEL LLC — now offers financial planning (Item 5G(1)). IAPD ↗
75
HERBERT J. SIMS CAPITAL MANAGEMENT, INC. — now offers financial planning (Item 5G(1)). IAPD ↗
75
TRUEMAN BROWN — now offers financial planning (Item 5G(1)). IAPD ↗
75
CORE CAPITAL MANAGEMENT AND RESEARCH INC. — now offers financial planning (Item 5G(1)). IAPD ↗
75
1492 CAPITAL MANAGEMENT, LLC — now offers financial planning (Item 5G(1)). IAPD ↗
75
HARVEST CAPITAL ASSETS, LLC — now offers financial planning (Item 5G(1)). IAPD ↗
75
SOUND FINANCIAL STRATEGIES GROUP, LLC — now offers financial planning (Item 5G(1)). IAPD ↗
75
RING MOUNTAIN CAPITAL, LLC — now offers financial planning (Item 5G(1)). IAPD ↗
75
SAPPHIRE BLUE INVESTMENT PARTNERS — now offers financial planning (Item 5G(1)). IAPD ↗
75
BABB WEALTH ADVISORS LLC — now offers financial planning (Item 5G(1)). IAPD ↗
75
KORZO FINANCIAL LLC — now offers financial planning (Item 5G(1)). IAPD ↗
75
OT ADVISORS LLC — now offers financial planning (Item 5G(1)). IAPD ↗
75
PRESIDIO WEALTH MANAGEMENT — now offers financial planning (Item 5G(1)). IAPD ↗
74
SAROFIM TRUST CO — reported RAUM up 71% ($7.14B -> $12.17B). IAPD ↗
74
MDT ADVISERS, A DIVISION OF FEDERATED MDTA LLC — reported RAUM up 75% ($6.67B -> $11.66B). IAPD ↗
74
MULTNOMAH GROUP, INC. — reported RAUM up 70% ($1.31B -> $2.22B). IAPD ↗
74
REGAN CAPITAL — reported RAUM up 73% ($1.21B -> $2.10B). IAPD ↗
74
VERNAL POINT ADVISORS, LLC — reported RAUM up 72% ($1.59B -> $2.74B). IAPD ↗
74
LEO WEALTH, LLC — reported RAUM up 75% ($1.52B -> $2.66B). IAPD ↗
74
TOWNSQUARE CAPITAL, LLC — reported RAUM up 71% ($8.78B -> $14.99B). IAPD ↗
74
MERCURY ADVISORY, LLC — reported RAUM up 73% ($6.40B -> $11.07B). IAPD ↗
74
CORDOBA ADVISORY PARTNERS LLC — reported RAUM up 72% ($1.52B -> $2.61B). IAPD ↗
74
THE ASCENT GROUP, LLC — reported RAUM up 71% ($2.88B -> $4.93B). IAPD ↗
74
MEEDER ASSET MANAGEMENT, INC. — grew from 15 to 19 advisory reps. IAPD ↗
74
TRAPHAGEN FINANCIAL GROUP — grew from 10 to 14 advisory reps. IAPD ↗
74
COMMUNITY CAPITAL MANAGEMENT, LLC — grew from 13 to 17 advisory reps. IAPD ↗
74
ADVICEONE ADVISORY SERVICES, LLC — grew from 13 to 17 advisory reps. IAPD ↗
74
MILLENNIUM INVESTMENT AND RETIREMENT ADVISORS, LLC — grew from 4 to 8 advisory reps. IAPD ↗
74
SHEAFF BROCK INVESTMENT ADVISORS, LLC — grew from 14 to 18 advisory reps. IAPD ↗
74
MAIN MANAGEMENT, LLC — grew from 16 to 20 advisory reps. IAPD ↗
74
BUSEY CAPITAL MANAGEMENT, INC. — grew from 14 to 20 advisory reps. IAPD ↗
74
BAKER STREET ADVISORS, LLC — grew from 12 to 16 advisory reps. IAPD ↗
74
HECK CAPITAL ADVISORS, LLC — grew from 16 to 20 advisory reps. IAPD ↗
74
SENDERO WEALTH MANAGEMENT, LLC — grew from 14 to 18 advisory reps. IAPD ↗
74
MIRAE ASSET GLOBAL INVESTMENTS (USA) LLC — grew from 10 to 14 advisory reps. IAPD ↗
74
GUIDESTONE ADVISORS — grew from 17 to 21 advisory reps. IAPD ↗
74
LEGACY FINANCIAL ADVISORS, INC. — grew from 8 to 12 advisory reps. IAPD ↗
74
CV ADVISORS LLC — grew from 15 to 19 advisory reps. IAPD ↗
74
SYMPHONY FINANCIAL, LTD. CO. — grew from 19 to 23 advisory reps. IAPD ↗
74
OREI ADVISORS LP — grew from 17 to 21 advisory reps. IAPD ↗
74
PGIM CUSTOM HARVEST LLC — grew from 6 to 10 advisory reps. IAPD ↗
74
CAPITA FINANCIAL NETWORK, LLC — grew from 18 to 22 advisory reps. IAPD ↗
74
FBL WEALTH MANAGEMENT, LLC — grew from 129 to 138 advisory reps. IAPD ↗
74
DECISIONPOINT FINANCIAL, LLC — grew from 6 to 12 advisory reps. IAPD ↗
74
SIGNAL ADVISORS WEALTH, LLC — grew from 5 to 9 advisory reps. IAPD ↗
74
TSCHETTER GROUP — grew from 11 to 15 advisory reps. IAPD ↗
74
VISE AI ADVISORS — grew from 17 to 21 advisory reps. IAPD ↗
74
QUILITY FINANCIAL ADVISORS — grew from 6 to 15 advisory reps. IAPD ↗
74
CYNDEO WEALTH PARTNERS — grew from 11 to 15 advisory reps. IAPD ↗
74
NEW REPUBLIC PARTNERS — grew from 17 to 21 advisory reps. IAPD ↗
74
GDS WEALTH MANAGEMENT — grew from 11 to 15 advisory reps. IAPD ↗
74
APOLLON FINANCIAL, LLC — grew from 7 to 13 advisory reps. IAPD ↗
74
MARIDEA WEALTH MANAGEMENT — grew from 9 to 15 advisory reps. IAPD ↗
73
M. E. ALLISON & CO., INC. — reported RAUM up 97% ($145.9M -> $287.4M). IAPD ↗
73
INDEPENDENT FINANCIAL GROUP, LLC — reported RAUM up 68% ($6.75B -> $11.32B). IAPD ↗
73
LIFEMARK SECURITIES CORP. — reported RAUM up 88% ($246.1M -> $461.5M). IAPD ↗
73
PRIMESOLUTIONS ADVISORS, LLC — reported RAUM up 126% ($178.3M -> $402.6M). IAPD ↗
73
PINNACLE WEALTH ADVISORS — reported RAUM up 128% ($202.1M -> $461.4M). IAPD ↗
73
CWC ADVISORS, LLC — reported RAUM up 158% ($163.5M -> $421.5M). IAPD ↗
73
EMERSON EQUITY LLC — reported RAUM up 86% ($176.2M -> $327.9M). IAPD ↗
73
ACCUVEST GLOBAL ADVISORS, INC. — reported RAUM up 81% ($518.0M -> $937.7M). IAPD ↗
73
HAMMOND ILES WEALTH ADVISORS — reported RAUM up 262% ($107.1M -> $387.4M). IAPD ↗
73
DAI WEALTH, LLC — reported RAUM up 75% ($152.5M -> $267.4M). IAPD ↗
73
CAPITAL INNOVATIONS, LLC — reported RAUM up 83% ($204.3M -> $372.9M). IAPD ↗
73
AGH WEALTH ADVISORS, LLC — reported RAUM up 123% ($197.2M -> $439.9M). IAPD ↗
73
MONEX ASSET MANAGEMENT, INC. — reported RAUM up 92% ($200.9M -> $386.3M). IAPD ↗
73
CONVERGENCE INVESTMENT PARTNERS, LLC — reported RAUM up 99% ($233.5M -> $464.8M). IAPD ↗
73
TILIA FIDUCIARY PARTNERS, INC. — reported RAUM up 139% ($173.0M -> $413.9M). IAPD ↗
73
BATTERY GLOBAL ADVISORS, LLC — reported RAUM up 67% ($4.12B -> $6.90B). IAPD ↗
73
BERNARD WEALTH MANAGEMENT CORP. — reported RAUM up 75% ($158.9M -> $278.4M). IAPD ↗
73
TAIBER, KOSMALA & ASSOCIATES, LLC — reported RAUM up 338% ($114.0M -> $499.8M). IAPD ↗
73
STEEL TOWER INVESTMENTS — reported RAUM up 160% ($115.6M -> $300.7M). IAPD ↗
73
FOUNDATION WEALTH MANAGEMENT, LLC — reported RAUM up 95% ($167.3M -> $326.8M). IAPD ↗
73
LIQUID STRATEGIES, LLC — reported RAUM up 82% ($522.7M -> $950.4M). IAPD ↗
73
PROSPERITY WEALTH MANAGEMENT, INC. — reported RAUM up 82% ($243.4M -> $442.2M). IAPD ↗
73
EASTGATE CAPITAL ADVISORS LLC — reported RAUM up 98% ($132.5M -> $263.0M). IAPD ↗
73
NICHOLAS WEALTH MANAGEMENT — reported RAUM up 104% ($203.1M -> $413.7M). IAPD ↗
73
MONORAIL SECURITIES LLC — reported RAUM up 200818% ($146,815 -> $295.0M). IAPD ↗
73
VANGUARD PERSONALIZED INDEXING MANAGEMENT — reported RAUM up 67% ($4.35B -> $7.26B). IAPD ↗
73
GANIM PRIVATE WEALTH — reported RAUM up 99% ($131.5M -> $262.0M). IAPD ↗
73
XYPN INVEST — reported RAUM up 141% ($133.3M -> $321.0M). IAPD ↗
73
THE PROFESSIONAL FINANCIAL COMPANY LLC — reported RAUM up 75% ($206.2M -> $361.1M). IAPD ↗
73
WESTWOOD WEALTH MANAGEMENT — reported RAUM up 83% ($185.0M -> $338.8M). IAPD ↗
73
GO INVEST LLC — reported RAUM up 183% ($148.6M -> $420.9M). IAPD ↗
73
VAN CLEMENS WEALTH MANAGEMENT, LLC — reported RAUM up 209% ($105.9M -> $327.2M). IAPD ↗
73
DEW POINT CAPITAL — reported RAUM up 127% ($161.5M -> $366.6M). IAPD ↗
73
VANTAGE POINT FINANCIAL, LLC — reported RAUM up 81% ($237.9M -> $430.7M). IAPD ↗
73
BURKHOLDER WEALTH MANAGEMENT — reported RAUM up 77% ($144.0M -> $255.1M). IAPD ↗
73
SYNERGY INVESTMENT MANAGEMENT LLC — reported RAUM up 354% ($101.6M -> $461.2M). IAPD ↗
73
SEEDS INVESTOR LLC — reported RAUM up 194% ($165.5M -> $485.6M). IAPD ↗
73
CARRICK LANE LLC — reported RAUM up 66% ($1.44B -> $2.38B). IAPD ↗
73
SKYVIEW FINANCIAL GROUP, LLC — reported RAUM up 166% ($103.0M -> $273.9M). IAPD ↗
73
REDEMPTION CAPITAL — reported RAUM up 119% ($121.1M -> $265.5M). IAPD ↗
73
CITY DIFFERENT INVESTMENTS — reported RAUM up 132% ($114.6M -> $265.8M). IAPD ↗
73
GALLIOTT CAPITAL ADVISORS, LLC — reported RAUM up 122% ($118.2M -> $261.9M). IAPD ↗
73
EVERSTAR ASSET MANAGEMENT, LLC — reported RAUM up 137% ($131.4M -> $311.5M). IAPD ↗
73
BLACK DIAMOND FINANCIAL, LLC — reported RAUM up 83% ($199.6M -> $365.5M). IAPD ↗
73
THEPARTNERS WEALTH MANAGEMENT — reported RAUM up 163% ($172.5M -> $454.5M). IAPD ↗
73
GALAPAGOS ADVISORY LLC — reported RAUM up 158% ($106.6M -> $274.9M). IAPD ↗
73
OUTWING PRIVATE WEALTH MANAGEMENT — reported RAUM up 85% ($163.3M -> $302.3M). IAPD ↗
73
IDB LIDO WEALTH, LLC — reported RAUM up 261% ($93.6M -> $338.0M). IAPD ↗
73
ONEASCENT FAMILY OFFICES — reported RAUM up 284% ($93.8M -> $360.2M). IAPD ↗
73
BULL HARBOR CAPITAL LLC. — reported RAUM up 98% ($173.9M -> $344.0M). IAPD ↗
73
MARIDEA WEALTH MANAGEMENT — reported RAUM up 1763% ($25.2M -> $469.2M). IAPD ↗
73
FARTHER ASSET MANAGEMENT, LLC — reported RAUM up 623% ($40.2M -> $290.6M). IAPD ↗
73
J. STERN & CO., LLC — reported RAUM up 1405% ($25.0M -> $376.3M). IAPD ↗
73
TRIAD WEALTH PARTNERS, LLC — reported RAUM up 177% ($153.4M -> $425.0M). IAPD ↗
73
ATEGENOS CAPITAL, LLC — reported RAUM up 257% ($130.6M -> $466.4M). IAPD ↗
73
FOGUTH WEALTH MANAGEMENT, LLC. — reported RAUM up 86% ($237.0M -> $439.6M). IAPD ↗
73
STONEBRIDGE WEALTH SYSTEMS LLC — reported RAUM up 171% ($102.0M -> $276.0M). IAPD ↗
73
WEALTHCARE CAPITAL PARTNERS, LLC — reported RAUM up 106% ($160.6M -> $330.9M). IAPD ↗
73
OWL CREEK WEALTH PARTNERS — reported RAUM up 76% ($205.9M -> $363.0M). IAPD ↗
73
MACK INVESTMENT SECURITIES, INC. — grew from 3 to 8 advisory reps. IAPD ↗
73
NORTHLAND ASSET MANAGEMENT — grew from 19 to 24 advisory reps. IAPD ↗
73
TSA MANAGEMENT INC — grew from 2 to 5 advisory reps. IAPD ↗
73
CORRIGAN FINANCIAL INC — grew from 9 to 12 advisory reps. IAPD ↗
73
PENN DAVIS MCFARLAND INC — grew from 4 to 7 advisory reps. IAPD ↗
73
FINANCIAL COUNCIL, LLC — grew from 7 to 10 advisory reps. IAPD ↗
73
PETERSEN HASTINGS WEALTH ADVISORS, INC. — grew from 15 to 18 advisory reps. IAPD ↗
73
INTEGRIS WEALTH MANAGEMENT, LLC — grew from 7 to 12 advisory reps. IAPD ↗
73
OAKMONT CORPORATION — grew from 4 to 7 advisory reps. IAPD ↗
73
SYNERGY ASSET MANAGEMENT, LLC — grew from 6 to 9 advisory reps. IAPD ↗
73
WINDSOR ADVISORY GROUP, LLC — grew from 11 to 14 advisory reps. IAPD ↗
73
MCMILL CPA AND ADVISORS — grew from 17 to 22 advisory reps. IAPD ↗
73
GARDEN STATE INVESTMENT ADVISORY SERVICES, LLC — grew from 27 to 32 advisory reps. IAPD ↗
73
GREENWICH WEALTH MANAGEMENT, LLC — grew from 8 to 11 advisory reps. IAPD ↗
73
EVERMAY WEALTH MANAGEMENT, LLC — grew from 12 to 15 advisory reps. IAPD ↗
73
MCNALLY ADVISORS, LLC — grew from 14 to 19 advisory reps. IAPD ↗
73
ROTHSCHILD WEALTH LLC — grew from 9 to 14 advisory reps. IAPD ↗
73
SCARBOROUGH CAPITAL MANAGEMENT — grew from 10 to 13 advisory reps. IAPD ↗
73
OLD ORCHARD CAPITAL MANAGEMENT LP — grew from 9 to 12 advisory reps. IAPD ↗
73
TWELVE POINTS WEALTH MANAGEMENT — grew from 10 to 13 advisory reps. IAPD ↗
73
FITZROY INVESTMENT ADVISORS LLC — grew from 5 to 8 advisory reps. IAPD ↗
73
JOHN HANCOCK PERSONAL FINANCIAL SERVICES, LLC — grew from 8 to 11 advisory reps. IAPD ↗
73
EQUITA FINANCIAL NETWORK, INC. — grew from 13 to 18 advisory reps. IAPD ↗
73
BEACON GLOBAL ADVISOR NETWORK, LLC — grew from 45 to 50 advisory reps. IAPD ↗
73
MAIA WEALTH — grew from 30 to 35 advisory reps. IAPD ↗
73
RESONANT CAPITAL ADVISORS, LLC — grew from 11 to 14 advisory reps. IAPD ↗
73
THIRD LAKE PARTNERS, LLC — grew from 11 to 14 advisory reps. IAPD ↗
73
FORGE FINANCIAL — grew from 11 to 14 advisory reps. IAPD ↗
73
CREEKMUR ASSET MANAGEMENT, LLC — grew from 10 to 15 advisory reps. IAPD ↗
73
FOCUSED ALPHA, LLC — grew from 3 to 8 advisory reps. IAPD ↗
73
BLACK TORO LLC — grew from 2 to 7 advisory reps. IAPD ↗
73
PEAK RETIREMENT PLANNING, INC. — grew from 6 to 14 advisory reps. IAPD ↗
73
ADVISOR PARTNERS — grew from 6 to 9 advisory reps. IAPD ↗
73
SOLLINDA CAPITAL MANAGEMENT LLC — grew from 9 to 14 advisory reps. IAPD ↗
73
RANGE ADVISORY, LLC — grew from 9 to 17 advisory reps. IAPD ↗
73
BBVA GLOBAL WEALTH ADVISORS, INC. — grew from 17 to 22 advisory reps. IAPD ↗
73
TRITONPOINT WEALTH, LLC — grew from 6 to 9 advisory reps. IAPD ↗
73
KAUFMAN HALL INVESTMENT MANAGEMENT — grew from 4 to 7 advisory reps. IAPD ↗
73
TRADEWELL SECURITIES, LLC — 's provisional registration is now fully approved. IAPD ↗
73
LIBERTY SQUARE WEALTH PARTNERS LLC — 's provisional registration is now fully approved. IAPD ↗
73
SHRIER WEALTH MANAGEMENT, LLC — 's provisional registration is now fully approved. IAPD ↗
73
SARVER VROOMAN WEALTH ADVISORS LLC — 's provisional registration is now fully approved. IAPD ↗
73
SINDIA CAPITAL ADVISERS, LLC — 's provisional registration is now fully approved. IAPD ↗
73
JW NOVA WEALTH PARTNERS — 's provisional registration is now fully approved. IAPD ↗
73
AERIE ADVISORY GROUP LLC — 's provisional registration is now fully approved. IAPD ↗
73
ELEVATED FINANCIAL GROUP — 's provisional registration is now fully approved. IAPD ↗
73
STRATEGY ASSET MANAGERS L.L.C. — reports 101-250 financial-planning clients, up from 0. IAPD ↗
73
J.P. KING ADVISORS, INC. — reports 101-250 financial-planning clients, up from 0. IAPD ↗
73
FREEGULLIVER, LLC — reports 101-250 financial-planning clients, up from 0. IAPD ↗
73
BURNS MATTESON CAPITAL MANAGEMENT, LLC — reports 101-250 financial-planning clients, up from 0. IAPD ↗
73
MONARCH WEALTH STRATEGIES — reports 101-250 financial-planning clients, up from 0. IAPD ↗
73
INSIGHT STRATEGIC WEALTH LLC — reports 101-250 financial-planning clients, up from 0. IAPD ↗
73
STUDIO INVESTMENT MANAGEMENT — reports 251-500 financial-planning clients, up from 1-10. IAPD ↗
73
CITRINE CAPITAL — reports 101-250 financial-planning clients, up from 0. IAPD ↗
73
INTEGRITY WEALTH ADVISORS, LLC — reports 251-500 financial-planning clients, up from 1-10. IAPD ↗
73
FINANCIAL PARTNERS GROUP, INC. — reports 101-250 financial-planning clients, up from 0. IAPD ↗
73
O'BOYLE WEALTH MANAGEMENT, INC. — reports 101-250 financial-planning clients, up from 0. IAPD ↗
73
FERGUSON SHAPIRO LLC — reports 101-250 financial-planning clients, up from 0. IAPD ↗
73
ABICH FINANCIAL WEALTH MANAGEMENT, LLC — reports 251-500 financial-planning clients, up from 0. IAPD ↗
73
BREAKWATER CAPITAL GROUP — reports 251-500 financial-planning clients, up from 1-10. IAPD ↗
73
PRECEDENT WEALTH PARTNERS, LLC — reports 101-250 financial-planning clients, up from 0. IAPD ↗
73
CORDINGLEY & PARKINSON WEALTH MANAGEMENT — reports 251-500 financial-planning clients, up from 0. IAPD ↗
73
SOUND ADVICE FINANCIAL INC. — reports 251-500 financial-planning clients, up from 0. IAPD ↗
73
KILTER GROUP — reports 251-500 financial-planning clients, up from 0. IAPD ↗
73
BRIDGE GENERATIONS WEALTH MANAGEMENT — reports 101-250 financial-planning clients, up from 0. IAPD ↗
73
WEALTHPOINT ADVISORS — reports 251-500 financial-planning clients, up from 0. IAPD ↗
72
DOMINION PORTFOLIO MANAGEMENT, INC. — reported RAUM up 71% ($153.0M -> $261.3M). IAPD ↗
72
MWA FINANCIAL SERVICES, INC. — reported RAUM up 74% ($216.1M -> $376.9M). IAPD ↗
72
ARGOS CAPITAL PARTNERS, LLC — reported RAUM up 62% ($1.63B -> $2.64B). IAPD ↗
72
DAVIES FINANCIAL ADVISORS, INC. — reported RAUM up 74% ($165.3M -> $288.2M). IAPD ↗
72
COASTAL BRIDGE ADVISORS — reported RAUM up 63% ($2.81B -> $4.60B). IAPD ↗
72
PROSPERITY CAPITAL ADVISORS — reported RAUM up 64% ($2.25B -> $3.68B). IAPD ↗
72
ALPHASTAR CAPITAL MANAGEMENT — reported RAUM up 61% ($1.15B -> $1.84B). IAPD ↗
72
NEW HOLLAND CAPITAL, LLC — reported RAUM up 61% ($10.85B -> $17.49B). IAPD ↗
72
PHILLIPS AND COMPANY ADVISORS LLC — reported RAUM up 61% ($1.41B -> $2.28B). IAPD ↗
72
WILLIAM JOSEPH CAPITAL MANAGEMENT, INC. — reported RAUM up 72% ($270.2M -> $465.1M). IAPD ↗
72
CORNERSTONE WEALTH — reported RAUM up 63% ($1.29B -> $2.11B). IAPD ↗
72
FORTRESS PRIVATE LEDGER, LLC — reported RAUM up 72% ($200.7M -> $346.1M). IAPD ↗
72
FIDELITY INSTITUTIONAL WEALTH ADVISER LLC — reported RAUM up 65% ($3.93B -> $6.47B). IAPD ↗
72
ELYXIUM WEALTH LLC — reported RAUM up 74% ($260.4M -> $452.7M). IAPD ↗
72
SYSTEMATIC FINANCIAL MANAGEMENT LP — grew from 6 to 8 advisory reps. IAPD ↗
72
EAGLE CAPITAL MANAGEMENT LLC — grew from 10 to 12 advisory reps. IAPD ↗
72
CFS INVESTMENT ADVISORY SERVICES LLC — grew from 8 to 10 advisory reps. IAPD ↗
72
SNYDER CAPITAL MANAGEMENT LP — grew from 6 to 8 advisory reps. IAPD ↗
72
HCR WEALTH ADVISORS — grew from 6 to 8 advisory reps. IAPD ↗
72
MOISAND FITZGERALD TAMAYO, LLC — grew from 9 to 11 advisory reps. IAPD ↗
72
PLANNING ALTERNATIVES LTD — grew from 9 to 11 advisory reps. IAPD ↗
72
BUCKHEAD CAPITAL MANAGEMENT, LLC — grew from 10 to 12 advisory reps. IAPD ↗
72
FLEXIBLE PLAN INVESTMENTS LTD — grew from 3 to 5 advisory reps. IAPD ↗
72
STEIGERWALD, GORDON & KOCH - WEALTH ADVISORS — grew from 7 to 9 advisory reps. IAPD ↗
72
SOUND SHORE MANAGEMENT INC — grew from 6 to 8 advisory reps. IAPD ↗
72
PARKWAY ADVISORS, L.P. — grew from 9 to 11 advisory reps. IAPD ↗
72
ELEMENT WEALTH, LLC — grew from 3 to 7 advisory reps. IAPD ↗
72
SNIDER FINANCIAL GROUP — grew from 5 to 9 advisory reps. IAPD ↗
72
PINNACLE WEALTH ADVISORS — grew from 5 to 9 advisory reps. IAPD ↗
72
HENNION & WALSH ASSET MANAGEMENT, INC. — grew from 7 to 11 advisory reps. IAPD ↗
72
WEALTHCROSSING — grew from 8 to 10 advisory reps. IAPD ↗
72
PROSTATIS FINANCIAL ADVISORS GROUP — grew from 14 to 18 advisory reps. IAPD ↗
72
GENERATION INVESTMENT MANAGEMENT US LLP — grew from 8 to 10 advisory reps. IAPD ↗
72
ANCHOR INVESTMENT MANAGEMENT — grew from 8 to 10 advisory reps. IAPD ↗
72
TRAYNOR CAPITAL MANAGEMENT — grew from 4 to 6 advisory reps. IAPD ↗
72
STONECREST ADVISORS, INC. — grew from 13 to 20 advisory reps. IAPD ↗
72
CHECCHI CAPITAL ADVISERS, LLC — grew from 6 to 8 advisory reps. IAPD ↗
72
BLACK DIAMOND FINANCIAL, LLC — grew from 9 to 11 advisory reps. IAPD ↗
72
MCILRATH & ECK, LLC — grew from 6 to 8 advisory reps. IAPD ↗
72
EAST END ADVISORS, LLC — grew from 7 to 9 advisory reps. IAPD ↗
72
CLEAR HAVEN CAPITAL MANAGEMENT, LLC — grew from 3 to 5 advisory reps. IAPD ↗
72
VISIONARY HORIZONS, LLC — grew from 9 to 13 advisory reps. IAPD ↗
72
AGW CAPITAL ADVISORS — grew from 9 to 11 advisory reps. IAPD ↗
72
HARVEST FUND ADVISORS LLC — grew from 7 to 9 advisory reps. IAPD ↗
72
EMPIRICAL ASSET MANAGEMENT, LLC — grew from 7 to 11 advisory reps. IAPD ↗
72
FSA INVESTMENT GROUP, LLC — grew from 9 to 13 advisory reps. IAPD ↗
72
VERNAL POINT ADVISORS, LLC — grew from 5 to 7 advisory reps. IAPD ↗
72
THE PORTFOLIO STRATEGY GROUP, LLC — grew from 7 to 9 advisory reps. IAPD ↗
72
ELM WEALTH — grew from 3 to 5 advisory reps. IAPD ↗
72
DISCIPLINA CAPITAL MANAGEMENT, LLC — grew from 5 to 7 advisory reps. IAPD ↗
72
MD FINANCIAL ADVISORS / VESTMENT FINANCIAL — grew from 4 to 11 advisory reps. IAPD ↗
72
ARISTOTLE CAPITAL BOSTON, LLC — grew from 6 to 8 advisory reps. IAPD ↗
72
NICHOLAS WEALTH MANAGEMENT — grew from 6 to 10 advisory reps. IAPD ↗
72
ISTO ADVISORS, LLC — grew from 14 to 18 advisory reps. IAPD ↗
72
MMBG INVESTMENT ADVISORS CO. — grew from 3 to 5 advisory reps. IAPD ↗
72
ROUND ROCK ADVISORS LLC — grew from 10 to 14 advisory reps. IAPD ↗
72
VIDENT ASSET MANAGEMENT — grew from 6 to 8 advisory reps. IAPD ↗
72
SMALLWOOD WEALTH MANAGEMENT — grew from 8 to 12 advisory reps. IAPD ↗
72
BLACKSTON FINANCIAL ADVISORY GROUP, LLC — grew from 4 to 8 advisory reps. IAPD ↗
72
SARGENT INVESTMENT GROUP — grew from 10 to 12 advisory reps. IAPD ↗
72
OPTIMA ASSET MANAGEMENT LLC — grew from 10 to 14 advisory reps. IAPD ↗
72
SOUND VIEW WEALTH ADVISORS GROUP, LLC — grew from 8 to 10 advisory reps. IAPD ↗
72
THE MILLSTONE EVANS GROUP, LLC — grew from 4 to 8 advisory reps. IAPD ↗
72
JVP MANAGEMENT — grew from 8 to 10 advisory reps. IAPD ↗
72
SMART WEALTH, LLC — grew from 12 to 16 advisory reps. IAPD ↗
72
MAINSAIL FINANCIAL GROUP — grew from 3 to 7 advisory reps. IAPD ↗
72
ONEASCENT FAMILY OFFICES — grew from 2 to 6 advisory reps. IAPD ↗
72
BRIDGEPORT FINANCIAL SOLUTIONS — grew from 7 to 11 advisory reps. IAPD ↗
72
CASCADE FINANCIAL PARTNERS, LLC — grew from 4 to 6 advisory reps. IAPD ↗
72
CAPITAL INVESTMENT COUNSEL, LLC — grew from 2 to 4 advisory reps. IAPD ↗
72
FG ADVISORY SERVICES, LLC. — grew from 0 to 7 advisory reps. IAPD ↗
72
ORG WEALTH PARTNERS — grew from 1 to 5 advisory reps. IAPD ↗
72
A&M PRIVATE WEALTH PARTNERS, LLC — grew from 11 to 15 advisory reps. IAPD ↗
72
PCM ENCORE, LLC — grew from 4 to 6 advisory reps. IAPD ↗
72
TAMAR SECURITIES, LLC — reports 51-100 financial-planning clients, up from 0. IAPD ↗
72
CLARO ADVISORS, LLC — reports 51-100 financial-planning clients, up from 0. IAPD ↗
72
ACCURATE WEALTH MANAGEMENT, LLC — reports 101-250 financial-planning clients, up from 1-10. IAPD ↗
72
AMERICANA PARTNERS, LLC — reports 101-250 financial-planning clients, up from 1-10. IAPD ↗
72
IEQ CAPITAL, LLC — reports 251-500 financial-planning clients, up from 11-25. IAPD ↗
72
CALIBER WEALTH MANAGEMENT, LLC — reports 51-100 financial-planning clients, up from 0. IAPD ↗
71
BLACKHILL CAPITAL, INC — reported RAUM up 55% ($1.29B -> $2.00B). IAPD ↗
71
CETERA INVESTMENT ADVISERS LLC — reported RAUM up 57% ($104.47B -> $163.79B). IAPD ↗
71
FIRST AFFIRMATIVE FINANCIAL NETWORK LLC — reported RAUM up 70% ($563.8M -> $956.1M). IAPD ↗
71
EP WEALTH ADVISORS — reported RAUM up 59% ($22.32B -> $35.57B). IAPD ↗
71
MERCER INVESTMENTS LLC — reported RAUM up 56% ($129.79B -> $202.62B). IAPD ↗
71
FOCUSED WEALTH MANAGEMENT, INC. — reported RAUM up 60% ($1.18B -> $1.89B). IAPD ↗
71
CREWE ADVISORS — reported RAUM up 55% ($1.62B -> $2.51B). IAPD ↗
71
THE FIDUCIARY ALLIANCE — reported RAUM up 57% ($1.23B -> $1.92B). IAPD ↗
71
NAPATREE CAPITAL LLC — reported RAUM up 66% ($156.8M -> $260.0M). IAPD ↗
71
BOSTON FAMILY ADVISORS LLC — reported RAUM up 68% ($169.2M -> $284.9M). IAPD ↗
71
EAGLEBROOK ADVISORS — reported RAUM up 66% ($211.1M -> $350.2M). IAPD ↗
71
JVP MANAGEMENT — reported RAUM up 57% ($2.79B -> $4.38B). IAPD ↗
71
CONCURRENT INVESTMENT ADVISORS, LLC — reported RAUM up 58% ($6.26B -> $9.90B). IAPD ↗
71
NDURE GLOBAL LLC — reported RAUM up 67% ($183.2M -> $305.6M). IAPD ↗
71
ORG WEALTH PARTNERS — reported RAUM up 68% ($247.9M -> $415.8M). IAPD ↗
71
BNA WEALTH — grew from 3 to 6 advisory reps. IAPD ↗
71
PVG ASSET MANAGEMENT CORP — grew from 3 to 6 advisory reps. IAPD ↗
71
MANCHESTER FINANCIAL INC — grew from 12 to 15 advisory reps. IAPD ↗
71
WILLIAM MACK & ASSOCIATES INC — grew from 7 to 10 advisory reps. IAPD ↗
71
STRATEGY ASSET MANAGERS L.L.C. — grew from 6 to 9 advisory reps. IAPD ↗
71
OARSMAN CAPITAL, INC — grew from 10 to 13 advisory reps. IAPD ↗
71
WINCH FINANCIAL — grew from 12 to 15 advisory reps. IAPD ↗
71
MORLING FINANCIAL ADVISORS, LLC — grew from 12 to 15 advisory reps. IAPD ↗
71
MORRIS FINANCIAL CONCEPTS, INC. — grew from 6 to 9 advisory reps. IAPD ↗
71
COOPER/HAIMS ADVISORS, LLC — grew from 9 to 12 advisory reps. IAPD ↗
71
CWC ADVISORS, LLC — grew from 5 to 8 advisory reps. IAPD ↗
71
THE RICE PARTNERSHIP, LLC — grew from 6 to 9 advisory reps. IAPD ↗
71
DAVIES FINANCIAL ADVISORS, INC. — grew from 4 to 7 advisory reps. IAPD ↗
71
ARGOS WEALTH ADVISORS LLC — grew from 7 to 10 advisory reps. IAPD ↗
71
HFG WEALTH MANAGEMENT, LLC — grew from 4 to 7 advisory reps. IAPD ↗
71
RALEIGH CAPITAL MANAGEMENT INC. — grew from 8 to 11 advisory reps. IAPD ↗
71
CRESTA ADVISORS — grew from 4 to 7 advisory reps. IAPD ↗
71
S.E.E.D. PLANNING GROUP, LLC — grew from 14 to 17 advisory reps. IAPD ↗
71
MARTIN WEALTH SOLUTIONS — grew from 2 to 5 advisory reps. IAPD ↗
71
LIFEGUIDE FINANCIAL ADVISORS, LLC — grew from 11 to 14 advisory reps. IAPD ↗
71
IMPACT INVESTORS — grew from 5 to 8 advisory reps. IAPD ↗
71
FINANCIAL STRATEGIES GROUP, INC — grew from 6 to 9 advisory reps. IAPD ↗
71
CREDICORP CAPITAL ADVISORS LLC — grew from 7 to 10 advisory reps. IAPD ↗
71
BANORTE ASSET MANAGEMENT, INC. — grew from 13 to 16 advisory reps. IAPD ↗
71
VESTIA PERSONAL WEALTH ADVISORS — grew from 15 to 18 advisory reps. IAPD ↗
71
THAYER PARTNERS LLC — grew from 4 to 7 advisory reps. IAPD ↗
71
ASTON CAPITAL MANAGEMENT — grew from 3 to 6 advisory reps. IAPD ↗
71
BRIDGEWEALTH ADVISORY GROUP, LLC — grew from 3 to 6 advisory reps. IAPD ↗
71
VAN CLEMENS WEALTH MANAGEMENT, LLC — grew from 15 to 18 advisory reps. IAPD ↗
71
FINANCIAL TRANSPARENCY — grew from 14 to 17 advisory reps. IAPD ↗
71
INTELLIGENT WEALTH SOLUTIONS LLC — grew from 1 to 4 advisory reps. IAPD ↗
71
SCHORN WEALTH — grew from 5 to 8 advisory reps. IAPD ↗
71
SEEDS INVESTOR LLC — grew from 2 to 5 advisory reps. IAPD ↗
71
WHEELHOUSE ADVISORY GROUP, LLC — grew from 4 to 7 advisory reps. IAPD ↗
71
HILL ISLAND FINANCIAL LLC — grew from 5 to 8 advisory reps. IAPD ↗
71
PROSPERITAS FINANCIAL, LLC — grew from 13 to 16 advisory reps. IAPD ↗
71
TRADEWINDS, LLC — grew from 6 to 9 advisory reps. IAPD ↗
71
STONEBRIDGE WEALTH SYSTEMS LLC — grew from 6 to 9 advisory reps. IAPD ↗
71
PLATFORM WEALTH ADVISORS — grew from 6 to 9 advisory reps. IAPD ↗
71
CARRERA CAPITAL ADVISORS — grew from 6 to 9 advisory reps. IAPD ↗
70
BRIGHTON SECURITIES CORP. — reported RAUM up 61% ($611.9M -> $986.2M). IAPD ↗
70
MARQUETTE ASSOCIATES, INC. — reported RAUM up 55% ($22.95B -> $35.57B). IAPD ↗
70
CLIFTONLARSONALLEN WEALTH ADVISORS, LLC — reported RAUM up 55% ($7.98B -> $12.33B). IAPD ↗
70
MARVIN & PALMER ASSOCIATES — reported RAUM up 78% ($94.9M -> $169.0M). IAPD ↗
70
HORIZON KINETICS ASSET MANAGEMENT LLC — reported RAUM up 51% ($6.50B -> $9.84B). IAPD ↗
70
ASSET PRESERVATION ADVISORS, LLC — reported RAUM up 54% ($6.93B -> $10.65B). IAPD ↗
70
GOODPASTURE GRAY — reported RAUM up 62% ($192.3M -> $311.0M). IAPD ↗
70
T. ROWE PRICE ADVISORY SERVICES, INC. — reported RAUM up 51% ($2.56B -> $3.86B). IAPD ↗
70
MAI CAPITAL MANAGEMENT, LLC — reported RAUM up 50% ($19.71B -> $29.63B). IAPD ↗
70
ACR ALPINE CAPITAL RESEARCH, LLC — reported RAUM up 51% ($5.62B -> $8.51B). IAPD ↗
70
AMERICAN TRUST INVESTMENT ADVISORS, LLC — reported RAUM up 62% ($307.8M -> $497.3M). IAPD ↗
70
PALISADES INVESTMENT PARTNERS, LLC — reported RAUM up 106% ($117.5M -> $242.3M). IAPD ↗
70
SUPERIOR PLANNING, LLC — reported RAUM up 82% ($105.4M -> $192.1M). IAPD ↗
70
MESTMAKER & PETREY WEALTH ADVISORS — reported RAUM up 95% ($97.9M -> $190.7M). IAPD ↗
70
TALSON CAPITAL MANAGEMENT L.P. — reported RAUM up 63% ($530.0M -> $865.4M). IAPD ↗
70
CERITY PARTNERS LLC — reported RAUM up 52% ($80.57B -> $122.85B). IAPD ↗
70
S HARRIS FINANCIAL GROUP, LLC — reported RAUM up 61% ($218.7M -> $351.9M). IAPD ↗
70
INTERCAM ADVISORS, INC. — reported RAUM up 85% ($121.4M -> $225.1M). IAPD ↗
70
CORE PLANNING — reported RAUM up 95% ($62.3M -> $121.5M). IAPD ↗
70
RIVERCHASE WEALTH MANAGEMENT, LLC — reported RAUM up 81% ($117.0M -> $212.0M). IAPD ↗
70
ALEXANDER CAPITAL WEALTH MANAGEMENT LLC — reported RAUM up 76% ($120.8M -> $212.1M). IAPD ↗
70
DONALIES FINANCIAL PLANNING, LLC — reported RAUM up 80% ($100.1M -> $180.2M). IAPD ↗
70
INFRASTRUCTURE CAPITAL ADVISORS, LLC — reported RAUM up 54% ($1.72B -> $2.64B). IAPD ↗
70
TRED AVON FAMILY WEALTH, LLC — reported RAUM up 62% ($292.8M -> $473.8M). IAPD ↗
70
YIELDSTREET — reported RAUM up 53% ($1.22B -> $1.86B). IAPD ↗
70
ATLATL ADVISERS — reported RAUM up 87% ($123.1M -> $229.9M). IAPD ↗
70
IAMS WEALTH MANAGEMENT, LLC — reported RAUM up 61% ($213.2M -> $343.0M). IAPD ↗
70
PGIM CUSTOM HARVEST LLC — reported RAUM up 50% ($3.58B -> $5.37B). IAPD ↗
70
MALATAI CAPITAL LLC — reported RAUM up 133% ($30.0M -> $70.0M). IAPD ↗
70
IEQ CAPITAL, LLC — reported RAUM up 50% ($23.58B -> $35.38B). IAPD ↗
70
PLANROCK INVESTMENTS LLC — reported RAUM up 136% ($27.3M -> $64.4M). IAPD ↗
70
CORBETT ROAD CAPITAL MANAGEMENT, LLC — reported RAUM up 217% ($45.9M -> $145.6M). IAPD ↗
70
GREAT POINT ADVISORS, LLC — reported RAUM up 209% ($14.6M -> $45.1M). IAPD ↗
70
ADVISOR SHARE WEALTH MANAGEMENT, LLC — reported RAUM up 286% ($48.0M -> $185.2M). IAPD ↗
70
WEALTHSPAN INVESTMENT MANAGEMENT, LLC — reported RAUM up 993% ($7.2M -> $79.0M). IAPD ↗
70
CARBON COLLECTIVE INVESTING, LLC — reported RAUM up 89% ($122.9M -> $232.6M). IAPD ↗
70
PACIFIC POINT ADVISORS, LLC — reported RAUM up 63% ($212.2M -> $345.6M). IAPD ↗
70
FAITH INVESTOR SERVICES — reported RAUM up 78% ($110.3M -> $196.8M). IAPD ↗
70
SKYBOUND WEALTH MANAGEMENT USA, LLC — reported RAUM up 347% ($36.0M -> $160.6M). IAPD ↗
70
CONSTITUTION WEALTH LLC — reported RAUM up 134% ($22.9M -> $53.5M). IAPD ↗
70
TWO PRIME LLC — reported RAUM up 60% ($250.0M -> $400.0M). IAPD ↗
70
MORALIS TECHNOLOGIES, LLC — reported RAUM up 202% ($17.2M -> $51.9M). IAPD ↗
70
LESTER FINANCIAL GROUP, LLC — reported RAUM up 61% ($163.7M -> $264.1M). IAPD ↗
70
ARTA FINANCE — reported RAUM up 109% ($59.1M -> $123.4M). IAPD ↗
70
ADVISOR.COM — reported RAUM up 84% ($27.8M -> $51.3M). IAPD ↗
70
ICW HOLDINGS, LLC — reported RAUM up 160% ($41.4M -> $107.7M). IAPD ↗
70
HALLSTATT ADVISORS L.P. — reported RAUM up 132% ($67.3M -> $156.0M). IAPD ↗
70
FLATROCK WEALTH PARTNERS LLC — reported RAUM up 102% ($115.2M -> $232.4M). IAPD ↗
70
RANGE ADVISORY, LLC — reported RAUM up 432% ($27.2M -> $144.7M). IAPD ↗
70
OPAL CAPITAL LLC — reported RAUM up 76% ($76.8M -> $135.0M). IAPD ↗
70
CARRY ADVISORS LLC — reported RAUM up 352% ($16.5M -> $74.5M). IAPD ↗
70
MEMBERS WEALTH LLC — reported RAUM up 82% ($119.3M -> $217.3M). IAPD ↗
70
MAGNOLIA PRIVATE WEALTH, LLC — reported RAUM up 104% ($110.7M -> $225.7M). IAPD ↗
70
ATFS ADVISERS — reported RAUM up 291284% ($13,408 -> $39.1M). IAPD ↗
70
SGROI WEALTH — reported RAUM up 81% ($91.9M -> $166.6M). IAPD ↗
70
CONTRARY LEGACY LLC — reported RAUM up 123% ($39.7M -> $88.6M). IAPD ↗
70
ONEWELTH INC — reported RAUM up 81% ($47.3M -> $85.7M). IAPD ↗
70
THE HOLLAND GROUP, RETIREMENT WEALTH ADVISORS, LLC — reported RAUM up 115% ($100.2M -> $215.2M). IAPD ↗
70
16ROCK ASSET MANAGEMENT LLC — reported RAUM up 1066% ($5.7M -> $66.9M). IAPD ↗
70
INDEX TECHNOLOGIES GROUP LLC — reported RAUM up 266% ($28.7M -> $105.0M). IAPD ↗
70
SPHINX INVESTMENTS LLC — reported RAUM up 415% ($12.6M -> $64.7M). IAPD ↗
70
AZURA PARTNERS US LLC — reported RAUM up 84% ($25.0M -> $46.0M). IAPD ↗
70
JB WEALTH ADVISORS LLC — reported RAUM up 184% ($11.2M -> $31.7M). IAPD ↗
70
SL CAPITAL — reported RAUM up 96% ($105.3M -> $206.3M). IAPD ↗
70
MÉTIER CAPITAL, LLC — reported RAUM up 232% ($53.0M -> $176.0M). IAPD ↗
70
DEMETER TACTICAL INVESTMENTS CORP. — reported RAUM up 83% ($101.0M -> $185.0M). IAPD ↗
70
RDG CAPITAL MANAGEMENT LLC — reported RAUM up 89% ($55.4M -> $104.8M). IAPD ↗
70
CRUX WEALTH ADVISORS — reported RAUM up 64% ($250.8M -> $410.2M). IAPD ↗
70
ROUTE 20 PRIVATE WEALTH INC. — reported RAUM up 934% ($5.3M -> $54.6M). IAPD ↗
70
WILMINGTON TRUST INVESTMENT MANAGEMENT — grew from 12 to 17 advisory reps. IAPD ↗
70
UAS ASSET MANAGEMENT — grew from 3 to 5 advisory reps. IAPD ↗
70
WESBANCO SECURITIES, INC. — grew from 23 to 28 advisory reps. IAPD ↗
70
CORBYN INVESTMENT MANAGEMENT INC — grew from 5 to 7 advisory reps. IAPD ↗
70
WALTER KEENAN WEALTH MANAGEMENT — grew from 3 to 5 advisory reps. IAPD ↗
70
SMITHBRIDGE ASSET MANAGEMENT, INC. — grew from 4 to 6 advisory reps. IAPD ↗
70
INTRACK INVESTMENT MANAGEMENT, INC. — grew from 3 to 5 advisory reps. IAPD ↗
70
HOLDERNESS INVESTMENTS CO — grew from 4 to 6 advisory reps. IAPD ↗
70
TGS FINANCIAL ADVISORS — grew from 5 to 7 advisory reps. IAPD ↗
70
LAFFER TENGLER INVESTMENTS, INC. — grew from 10 to 12 advisory reps. IAPD ↗
70
OLD PORT ADVISORS — grew from 9 to 11 advisory reps. IAPD ↗
70
FINANCIAL ALTERNATIVES, INC. — grew from 5 to 7 advisory reps. IAPD ↗
70
SEABRIDGE INVESTMENT ADVISORS LLC — grew from 8 to 10 advisory reps. IAPD ↗
70
ASSEMBLY WEALTH — grew from 3 to 5 advisory reps. IAPD ↗
70
DEAN ROLAND RUSSELL, LLC — grew from 3 to 5 advisory reps. IAPD ↗
70
KNIGHTSBRIDGE WEALTH MANAGEMENT — grew from 5 to 7 advisory reps. IAPD ↗
70
CAPITAL IDEAS — grew from 5 to 7 advisory reps. IAPD ↗
70
MCELHENNY SHEFFIELD CAPITAL MANAGEMENT, LLC — grew from 5 to 7 advisory reps. IAPD ↗
70
BCS WEALTH MANAGEMENT, LLC — grew from 6 to 8 advisory reps. IAPD ↗
70
1 NORTH WEALTH SERVICES, LLC — grew from 4 to 6 advisory reps. IAPD ↗
70
NORTHSTAR FINANCIAL COMPANIES, INC. — grew from 4 to 6 advisory reps. IAPD ↗
70
CONSOLIDATED FINANCIAL — grew from 3 to 5 advisory reps. IAPD ↗
70
GIBRALTAR CAPITAL MANAGEMENT, INC. — grew from 10 to 12 advisory reps. IAPD ↗
70
JVL WEALTH STRATEGIES — grew from 6 to 8 advisory reps. IAPD ↗
70
PAPAMARKOU WELLNER PERKIN ADVISORS — grew from 9 to 11 advisory reps. IAPD ↗
70
CENTRIC WEALTH MANAGEMENT, LLC — grew from 8 to 10 advisory reps. IAPD ↗
70
AVION WEALTH — grew from 8 to 10 advisory reps. IAPD ↗
70
SG CAPITAL MANAGEMENT LLC — grew from 5 to 7 advisory reps. IAPD ↗
70
MONARCH WEALTH STRATEGIES — grew from 6 to 8 advisory reps. IAPD ↗
70
PYA WALTMAN CAPITAL, LLC — grew from 9 to 11 advisory reps. IAPD ↗
70
FREEDOM DAY SOLUTIONS, LLC — grew from 4 to 6 advisory reps. IAPD ↗
70
COLOMB INVESTMENT MANAGEMENT COMPANY, LLC — grew from 4 to 9 advisory reps. IAPD ↗
70
OAK LANE ADVISORS — grew from 6 to 8 advisory reps. IAPD ↗
70
MARKOWSKI INVESTMENTS — grew from 9 to 11 advisory reps. IAPD ↗
70
PASSIVE CAPITAL MANAGEMENT, LLC — grew from 6 to 8 advisory reps. IAPD ↗
70
FORUM PRIVATE CLIENT GROUP — grew from 5 to 7 advisory reps. IAPD ↗
70
PARAGON FINANCIAL ADVISORS — grew from 7 to 9 advisory reps. IAPD ↗
70
WALSH & ASSOCIATES, LLC — grew from 5 to 7 advisory reps. IAPD ↗
70
BARRY INVESTMENT ADVISORS, LLC — grew from 6 to 8 advisory reps. IAPD ↗
70
SAFEGUARD INVESTMENT ADVISORY GROUP, LLC — grew from 8 to 10 advisory reps. IAPD ↗
70
PETERSON WEALTH ADVISORS, LLC — grew from 10 to 12 advisory reps. IAPD ↗
70
FORESIGHT CAPITAL MANAGEMENT ADVISORS, INC. — grew from 6 to 8 advisory reps. IAPD ↗
70
CENTRAL TRUST BANK — grew from 1 to 3 advisory reps. IAPD ↗
70
DENTIST ADVISORS — grew from 7 to 9 advisory reps. IAPD ↗
70
FLYNN ZITO CAPITAL MANAGEMENT, LLC — grew from 6 to 8 advisory reps. IAPD ↗
70
CENTERPOINT ADVISORS, LLC — grew from 6 to 8 advisory reps. IAPD ↗
70
A.G. CAMPBELL ADVISORY, LLC — grew from 3 to 5 advisory reps. IAPD ↗
70
SILVERLAKE WEALTH MANAGEMENT LLC — grew from 7 to 9 advisory reps. IAPD ↗
70
REBEL FINANCIAL, LLC — grew from 5 to 7 advisory reps. IAPD ↗
70
OBSIDIAN PERSONAL PLANNING SOLUTIONS, LLC — grew from 5 to 7 advisory reps. IAPD ↗
70
FORTIS CAPITAL MANAGEMENT LLC — grew from 9 to 11 advisory reps. IAPD ↗
70
GRANDVIEW ASSET MANAGEMENT LLC — grew from 2 to 4 advisory reps. IAPD ↗
70
O'DONNELL FINANCIAL SERVICES, LLC — grew from 2 to 4 advisory reps. IAPD ↗
70
WALSER WEALTH MANAGEMENT COMPANY, A LIMITED LIABILITY COMPANY — grew from 11 to 16 advisory reps. IAPD ↗
70
WHIPPLEWOOD ADVISORS, LLC — grew from 5 to 7 advisory reps. IAPD ↗
70
GUGGENHEIM WEALTH SOLUTIONS, LLC — grew from 0 to 5 advisory reps. IAPD ↗
70
FWG INVESTMENTS, LLC — grew from 8 to 10 advisory reps. IAPD ↗
70
SGH WEALTH MANAGEMENT — grew from 4 to 6 advisory reps. IAPD ↗
70
SMART MONEY GROUP, LLC — grew from 7 to 9 advisory reps. IAPD ↗
70
Q3 ADVISORS, LLC — grew from 7 to 12 advisory reps. IAPD ↗
70
CLARK ASSET MANAGEMENT, LLC — grew from 4 to 6 advisory reps. IAPD ↗
70
MAXIMAI INVESTMENT PARTNERS, LLC — grew from 4 to 6 advisory reps. IAPD ↗
70
MAYTECH GLOBAL INVESTMENTS — grew from 2 to 4 advisory reps. IAPD ↗
70
CLEAR CREEK ADVISORS — grew from 5 to 7 advisory reps. IAPD ↗
70
CALIGAN PARTNERS — grew from 3 to 5 advisory reps. IAPD ↗
70
PEAK PLANNING GROUP, LLC — grew from 3 to 5 advisory reps. IAPD ↗
70
EQ WEALTH MANAGEMENT — grew from 6 to 8 advisory reps. IAPD ↗
70
TREEHOUSE WEALTH ADVISORS — grew from 3 to 5 advisory reps. IAPD ↗
70
FIDELIS WEALTH ADVISORS — grew from 4 to 6 advisory reps. IAPD ↗
70
MERKLE RETIREMENT PLANNING — grew from 5 to 7 advisory reps. IAPD ↗
70
BOSTON FAMILY ADVISORS LLC — grew from 4 to 6 advisory reps. IAPD ↗
70
WICK CAPITAL PARTNERS, LLC — grew from 9 to 11 advisory reps. IAPD ↗
70
HOHIMER WEALTH MANAGEMENT, LLC — grew from 6 to 8 advisory reps. IAPD ↗
70
KINLOCH CAPITAL, LLC — grew from 3 to 5 advisory reps. IAPD ↗
70
SELDON CAPITAL LP — grew from 3 to 5 advisory reps. IAPD ↗
70
PHD RETIREMENT CONSULTING — grew from 1 to 3 advisory reps. IAPD ↗
70
HERON BAY CAPITAL MANAGEMENT — grew from 4 to 6 advisory reps. IAPD ↗
70
SWAN CAPITAL — grew from 2 to 4 advisory reps. IAPD ↗
70
TSG ADVICE PARTNERS, LLC — grew from 10 to 12 advisory reps. IAPD ↗
70
CORE ADVISORY GROUP — grew from 8 to 10 advisory reps. IAPD ↗
70
ALPHA CAPITAL FAMILY OFFICE, LLC — grew from 3 to 8 advisory reps. IAPD ↗
70
CAPSHIFT ADVISORS — grew from 8 to 10 advisory reps. IAPD ↗
70
RISKBRIDGE ADVISORS, LLC — grew from 6 to 8 advisory reps. IAPD ↗
70
MILESTONE ASSET MANAGEMENT, LLC — grew from 9 to 11 advisory reps. IAPD ↗
70
MERIWETHER WEALTH & PLANNING, LLC — grew from 4 to 6 advisory reps. IAPD ↗
70
OBJECTIVITY SQUARED WEALTH MANAGEMENT — grew from 2 to 4 advisory reps. IAPD ↗
70
UNIQUE WEALTH, LLC — grew from 9 to 11 advisory reps. IAPD ↗
70
ALLEGIANCE FINANCIAL GROUP — grew from 4 to 6 advisory reps. IAPD ↗
70
FACTOR INVESTING GROUP — grew from 2 to 4 advisory reps. IAPD ↗
70
TRIFECTA CAPITAL ADVISORS, LLC — grew from 1 to 3 advisory reps. IAPD ↗
70
ENTREWEALTH — grew from 4 to 9 advisory reps. IAPD ↗
70
GUTIERREZ WEALTH ADVISORY, LLC — grew from 2 to 4 advisory reps. IAPD ↗
70
GALAPAGOS ADVISORY LLC — grew from 2 to 4 advisory reps. IAPD ↗
70
CARAVELA ENERGY PARTNERS LP — grew from 5 to 7 advisory reps. IAPD ↗
70
ABRA CAPITAL MANAGEMENT, LP — grew from 4 to 6 advisory reps. IAPD ↗
70
CHANNEL WEALTH, LLC — grew from 8 to 10 advisory reps. IAPD ↗
70
TWIN PEAKS WEALTH ADVISORS — grew from 7 to 9 advisory reps. IAPD ↗
70
STENGER FAMILY OFFICE, LLC — grew from 5 to 7 advisory reps. IAPD ↗
70
ELEVATUS WEALTH MANAGEMENT, LLC — grew from 4 to 6 advisory reps. IAPD ↗
70
AMPLIFY FINANCIAL, LLC — grew from 1 to 3 advisory reps. IAPD ↗
70
THREE SEASONS WEALTH — grew from 4 to 6 advisory reps. IAPD ↗
70
POSTROCK PARTNERS LLC — grew from 2 to 4 advisory reps. IAPD ↗
70
POTENTIA WEALTH — grew from 6 to 8 advisory reps. IAPD ↗
70
BROADSTREET FAMILY OFFICE LLC — grew from 1 to 6 advisory reps. IAPD ↗
70
CARNEGIE LAKE ADVISORS LLC — grew from 5 to 7 advisory reps. IAPD ↗
70
BURLING WEALTH PARTNERS — grew from 5 to 7 advisory reps. IAPD ↗
70
BACKBONE PLANNING PARTNERS LLC — 's provisional registration is now fully approved. IAPD ↗
70
DLK INVESTMENT ADVISORS, LLC — 's provisional registration is now fully approved. IAPD ↗
70
FG ADVISORY SERVICES, LLC. — 's provisional registration is now fully approved. IAPD ↗
70
STEELE STREET CAPITAL LLC — 's provisional registration is now fully approved. IAPD ↗
70
EMPOWER PRIVATE WEALTH — 's provisional registration is now fully approved. IAPD ↗
70
MOSTT INC. — 's provisional registration is now fully approved. IAPD ↗
70
DEGREEN PRIVATE WEALTH, LLC — 's provisional registration is now fully approved. IAPD ↗
70
HOLISTIC WEALTH ADVISORS — 's provisional registration is now fully approved. IAPD ↗
70
SMITH WYND CAPITAL LLC — 's provisional registration is now fully approved. IAPD ↗
70
INFLECTION CAPITAL MANAGEMENT, LLC — 's provisional registration is now fully approved. IAPD ↗
70
GRP FINANCIAL SERVICES, LLC — 's provisional registration is now fully approved. IAPD ↗
70
INVESTABLE — 's provisional registration is now fully approved. IAPD ↗
70
GPS INVESTMENTS — 's provisional registration is now fully approved. IAPD ↗
70
PRESIDIO WEALTH MANAGEMENT — 's provisional registration is now fully approved. IAPD ↗
70
BASTION FIDUCIARY — 's provisional registration is now fully approved. IAPD ↗
70
GLOBAL TRUST WEALTH MANAGEMENT LLC — 's provisional registration is now fully approved. IAPD ↗
70
APEX INVESTMENT GROUP — 's provisional registration is now fully approved. IAPD ↗
70
LRZ CAPITAL LLC — 's provisional registration is now fully approved. IAPD ↗
70
MON CAPITAL MANAGEMENT LLC — 's provisional registration is now fully approved. IAPD ↗
70
VIAQUEST ADVISORS LLC — 's provisional registration is now fully approved. IAPD ↗
70
CREATIVE INVESTMENT GROUP — 's provisional registration is now fully approved. IAPD ↗
70
ANCHOR POINT FINANCIAL — 's provisional registration is now fully approved. IAPD ↗
70
WESTMARK WEALTH MANAGEMENT — 's provisional registration is now fully approved. IAPD ↗
70
SMARTHARVEST PORTFOLIOS — 's provisional registration is now fully approved. IAPD ↗
70
PARADIGM INVESTMENT ADVISORY, LLC — 's provisional registration is now fully approved. IAPD ↗
70
EXCELSIOR ADVISOR NETWORK LLC — 's provisional registration is now fully approved. IAPD ↗
70
R. F. LAFFERTY & CO., INC. — reports 101-250 financial-planning clients, up from 0. IAPD ↗
70
CHICAGO WEALTH MANAGEMENT, INC. — reports 251-500 financial-planning clients, up from 11-25. IAPD ↗
70
NORTHSTAR FINANCIAL PLANNING, LLC — reports 101-250 financial-planning clients, up from 1-10. IAPD ↗
70
OMEGA CAPITAL MANAGEMENT, LLC — reports 101-250 financial-planning clients, up from 0. IAPD ↗
70
CLARITY CAPITAL PARTNERS — reports 51-100 financial-planning clients, up from 0. IAPD ↗
70
KIRTLAND FINANCIAL MANAGEMENT, INC. — reports 101-250 financial-planning clients, up from 1-10. IAPD ↗
70
PUBLIC SAFETY FINANCIAL/GALLOWAY — reports More than 500 financial-planning clients, up from 26-50. IAPD ↗
70
MESTMAKER & PETREY WEALTH ADVISORS — reports More than 500 financial-planning clients, up from 11-25. IAPD ↗
70
OLD NORTH STATE WEALTH MANAGEMENT, LLC — reports 51-100 financial-planning clients, up from 0. IAPD ↗
70
COGENT STRATEGIC WEALTH LLC — reports 51-100 financial-planning clients, up from 0. IAPD ↗
70
PACIFIC CAPITAL — reports 101-250 financial-planning clients, up from 1-10. IAPD ↗
70
OAKWELL PRIVATE WEALTH MANAGEMENT — reports 251-500 financial-planning clients, up from 11-25. IAPD ↗
70
HORIZONS SUSTAINABLE FINANCIAL SERVICES, INC. — reports 251-500 financial-planning clients, up from 1-10. IAPD ↗
70
HOUSEHOLDER GROUP ESTATE & RETIREMENT SPECIALISTS — reports More than 500 financial-planning clients, up from 26-50. IAPD ↗
70
SUMMIT WEALTH MANAGEMENT GROUP, INC. — reports 251-500 financial-planning clients, up from 1-10. IAPD ↗
70
WEALTH MANAGEMENT ADVISORS, LLC — reports 101-250 financial-planning clients, up from 1-10. IAPD ↗
70
LOKKEN INVESTMENT GROUP, LLC — reports 51-100 financial-planning clients, up from 0. IAPD ↗
70
C2C WEALTH MANAGEMENT, LLC — reports 101-250 financial-planning clients, up from 0. IAPD ↗
70
OPTAS, LLC — reports 101-250 financial-planning clients, up from 1-10. IAPD ↗
70
SWAN CAPITAL — reports 101-250 financial-planning clients, up from 1-10. IAPD ↗
70
ELEVATION WEALTH MANAGEMENT — reports 101-250 financial-planning clients, up from 0. IAPD ↗
70
OLIVER WEALTH MANAGEMENT — reports 51-100 financial-planning clients, up from 0. IAPD ↗
70
HORIZON FAMILY WEALTH, INC. — reports 51-100 financial-planning clients, up from 0. IAPD ↗
70
PENDLETON FINANCIAL WEALTH MANAGEMENT — reports 101-250 financial-planning clients, up from 0. IAPD ↗
70
RICHMOND INVESTMENT SERVICES LLC — reports 51-100 financial-planning clients, up from 0. IAPD ↗
70
FJELL CAPITAL — reports 101-250 financial-planning clients, up from 0. IAPD ↗
70
INTENTIONAL WEALTH STRATEGIES — reports 101-250 financial-planning clients, up from 0. IAPD ↗
70
SALIENT WEALTH PLANNING — reports 101-250 financial-planning clients, up from 0. IAPD ↗
70
INDEPENDENT WEALTH ADVISORS, LLC — reports 101-250 financial-planning clients, up from 0. IAPD ↗
70
TOTAL WEALTH SERVICES, LLC — reports 101-250 financial-planning clients, up from 0. IAPD ↗
70
FORONJY FINANCIAL — reports 101-250 financial-planning clients, up from 0. IAPD ↗
70
CREATIVE INVESTMENT GROUP — reports 101-250 financial-planning clients, up from 0. IAPD ↗
69
H. C. DENISON CO. — reported RAUM up 75% ($101.4M -> $177.3M). IAPD ↗
69
UNITED BROKERAGE SERVICES INC — reported RAUM up 56% ($249.7M -> $389.1M). IAPD ↗
69
SEM WEALTH MANAGEMENT — reported RAUM up 58% ($584.1M -> $920.5M). IAPD ↗
69
NORTHSTAR FINANCIAL COMPANIES, INC. — reported RAUM up 56% ($284.6M -> $443.3M). IAPD ↗
69
LYNX CAPITAL GROUP LTD — reported RAUM up 59% ($163.8M -> $260.4M). IAPD ↗
69
FRANK, RIMERMAN ADVISORS LLC — reported RAUM up 50% ($2.01B -> $3.02B). IAPD ↗
69
KLINGMAN AND ASSOCIATES, LLC — reported RAUM up 48% ($3.28B -> $4.84B). IAPD ↗
69
MAD RIVER INVESTORS — reported RAUM up 58% ($213.5M -> $338.3M). IAPD ↗
69
BAKERAVENUE — reported RAUM up 45% ($2.59B -> $3.77B). IAPD ↗
69
KEY INVESTMENT SERVICES LLC — reported RAUM up 46% ($4.19B -> $6.11B). IAPD ↗
69
TRAYNOR CAPITAL MANAGEMENT — reported RAUM up 48% ($1.25B -> $1.85B). IAPD ↗
69
LARSON FINANCIAL GROUP, LLC — reported RAUM up 47% ($2.74B -> $4.03B). IAPD ↗
69
HECK CAPITAL ADVISORS, LLC — reported RAUM up 45% ($6.66B -> $9.67B). IAPD ↗
69
WAYCROSS PARTNERS, LLC — reported RAUM up 58% ($548.6M -> $865.5M). IAPD ↗
69
BELMONT CAPITAL GROUP — reported RAUM up 58% ($589.8M -> $931.4M). IAPD ↗
69
MBIA CAPITAL ADVISORS — reported RAUM up 72% ($135.2M -> $232.0M). IAPD ↗
69
WESTFULLER ADVISORS, LLC — reported RAUM up 49% ($1.43B -> $2.14B). IAPD ↗
69
PEAPOD LANE CAPITAL LLC — reported RAUM up 70% ($63.5M -> $108.2M). IAPD ↗
69
ONE OAK CAPITAL MANAGEMENT, LLC — reported RAUM up 58% ($283.1M -> $447.0M). IAPD ↗
69
NEWEDGE ADVISORS — reported RAUM up 49% ($18.43B -> $27.38B). IAPD ↗
69
JOURNEY ADVISORY GROUP, LLC — reported RAUM up 45% ($1.02B -> $1.47B). IAPD ↗
69
WORLD INVESTMENT ADVISORS, LLC — reported RAUM up 49% ($37.76B -> $56.28B). IAPD ↗
69
ONEASCENT FINANCIAL SERVICES LLC — reported RAUM up 46% ($1.79B -> $2.61B). IAPD ↗
69
TALL PINES CAPITAL, LLC — reported RAUM up 72% ($17.4M -> $30.0M). IAPD ↗
69
EVERSOURCE WEALTH ADVISORS, LLC — reported RAUM up 47% ($2.69B -> $3.95B). IAPD ↗
69
PREVAIL INNOVATIVE WEALTH ADVISORS, LLC — reported RAUM up 56% ($501.2M -> $780.0M). IAPD ↗
69
FLORIDA FINANCIAL ADVISORS, LLC — reported RAUM up 60% ($199.0M -> $317.8M). IAPD ↗
69
PINE RIDGE ADVISERS LLC — reported RAUM up 46% ($3.45B -> $5.06B). IAPD ↗
69
PRINCIPAL ADVISED SERVICES — reported RAUM up 56% ($569.5M -> $887.3M). IAPD ↗
69
QRG CAPITAL MANAGEMENT, INC. — reported RAUM up 48% ($7.65B -> $11.35B). IAPD ↗
69
STEWARD ADVISORS GROUP, LLC — reported RAUM up 73% ($35.5M -> $61.4M). IAPD ↗
69
SOLID POINT WEALTH ADVISORS, LLC — reported RAUM up 73% ($46.4M -> $80.3M). IAPD ↗
69
CHANNEL WEALTH, LLC — reported RAUM up 57% ($530.5M -> $833.0M). IAPD ↗
69
LONGWALL FAMILY OFFICE — reported RAUM up 57% ($207.4M -> $326.1M). IAPD ↗
69
POTENTIA WEALTH — reported RAUM up 57% ($309.9M -> $485.5M). IAPD ↗
69
MINDSET WEALTH MANAGEMENT, LLC — reported RAUM up 57% ($205.7M -> $323.4M). IAPD ↗
69
R. F. LAFFERTY & CO., INC. — grew from 6 to 10 advisory reps. IAPD ↗
69
CREWS & ASSOCIATES, INC. — grew from 16 to 20 advisory reps. IAPD ↗
69
KAHLER FINANCIAL GROUP, INC. — grew from 3 to 7 advisory reps. IAPD ↗
69
STRATEGIC WEALTH ADVISORS GROUP, INC. — grew from 2 to 6 advisory reps. IAPD ↗
69
REVERE CAPITAL MANAGEMENT LP — grew from 11 to 15 advisory reps. IAPD ↗
69
DOMAIN MONEY ADVISORS, LLC — grew from 5 to 9 advisory reps. IAPD ↗
69
VISDOM INVESTMENT GROUP LLC — grew from 1 to 5 advisory reps. IAPD ↗
69
MEANS WEALTH MANAGEMENT — reports More than 500 financial-planning clients, up from 51-100. IAPD ↗
69
PROFESSIONAL ADVISORY SERVICES INC — reports 26-50 financial-planning clients, up from 0. IAPD ↗
69
CHOATE INVESTMENT ADVISORS — reports 51-100 financial-planning clients, up from 1-10. IAPD ↗
69
THE INSTITUTE — reports 251-500 financial-planning clients, up from 26-50. IAPD ↗
69
STRAIGHTLINE — reports 101-250 financial-planning clients, up from 11-25. IAPD ↗
69
MERIDIAN WEALTH MANAGEMENT, LLC — reports 51-100 financial-planning clients, up from 1-10. IAPD ↗
69
TRANSCEND CAPITAL ADVISORS, LLC — reports 251-500 financial-planning clients, up from 26-50. IAPD ↗
69
GROVE POINT ADVISORS, LLC — reports More than 500 financial-planning clients, up from 51-100. IAPD ↗
69
STRIVE ASSET MANAGEMENT — reports 26-50 financial-planning clients, up from 0. IAPD ↗
69
CAPITAL INVESTMENT COUNSEL, LLC — reports 26-50 financial-planning clients, up from 0. IAPD ↗
69
WELLTH ADVISORY SERVICES, LLC — reports 26-50 financial-planning clients, up from 0. IAPD ↗
68
J.P. MORGAN SECURITIES LLC — reported RAUM up 41% ($249.73B -> $352.61B). IAPD ↗
68
R. F. LAFFERTY & CO., INC. — reported RAUM up 68% ($90.9M -> $153.0M). IAPD ↗
68
NORTHLAND ASSET MANAGEMENT — reported RAUM up 52% ($236.7M -> $359.9M). IAPD ↗
68
MEEDER ADVISORY SERVICES, INC. — reported RAUM up 45% ($1.44B -> $2.09B). IAPD ↗
68
MORNINGSTAR INVESTMENT MANAGEMENT LLC — reported RAUM up 40% ($54.69B -> $76.59B). IAPD ↗
68
MILLER VALUE PARTNERS, LLC — reported RAUM up 52% ($237.7M -> $362.1M). IAPD ↗
68
MISSION WEALTH MANAGEMENT, LP — reported RAUM up 42% ($7.07B -> $10.02B). IAPD ↗
68
MERCURY INVESTMENT GROUP — reported RAUM up 52% ($179.6M -> $272.3M). IAPD ↗
68
APRIO WEALTH MANAGEMENT, LLC — reported RAUM up 44% ($1.84B -> $2.64B). IAPD ↗
68
KANE INVESTMENT MANAGEMENT, INC. — reported RAUM up 70% ($129.8M -> $220.6M). IAPD ↗
68
JACKSON FINANCIAL SERVICES, LLC — reported RAUM up 53% ($311.9M -> $475.9M). IAPD ↗
68
S.B. VALUE PARTNERS, L.P. — reported RAUM up 41% ($3.55B -> $5.00B). IAPD ↗
68
AVIANCE CAPITAL PARTNERS LLC — reported RAUM up 54% ($632.3M -> $971.0M). IAPD ↗
68
GATOR CAPITAL MANAGEMENT, LLC — reported RAUM up 51% ($244.3M -> $367.7M). IAPD ↗
68
CARNEGIE INVESTMENT COUNSEL — reported RAUM up 44% ($4.52B -> $6.52B). IAPD ↗
68
RED DOOR WEALTH MANAGEMENT, LLC — reported RAUM up 41% ($1.79B -> $2.52B). IAPD ↗
68
ASHTON THOMAS PRIVATE WEALTH — reported RAUM up 40% ($2.89B -> $4.05B). IAPD ↗
68
INVESCO MANAGED ACCOUNTS, LLC — reported RAUM up 40% ($17.54B -> $24.61B). IAPD ↗
68
GREENWOOD INVESTORS LLC — reported RAUM up 65% ($70.6M -> $116.5M). IAPD ↗
68
HICKS CAPITAL MANAGEMENT, LLC — reported RAUM up 54% ($192.7M -> $297.1M). IAPD ↗
68
DELEGATE ADVISORS, LLC — reported RAUM up 42% ($1.03B -> $1.46B). IAPD ↗
68
BRAMSHILL INVESTMENTS, LLC — reported RAUM up 43% ($4.83B -> $6.92B). IAPD ↗
68
STRATEGY FINANCIAL GROUP — reported RAUM up 54% ($181.5M -> $279.9M). IAPD ↗
68
MOSAIC ADVISORS — reported RAUM up 53% ($325.6M -> $499.4M). IAPD ↗
68
APELLA WEALTH — reported RAUM up 41% ($3.35B -> $4.71B). IAPD ↗
68
TWELVE POINTS WEALTH MANAGEMENT — reported RAUM up 41% ($1.21B -> $1.70B). IAPD ↗
68
WRENNE FINANCIAL PLANNING LLC — reported RAUM up 65% ($139.9M -> $231.3M). IAPD ↗
68
CREATIVEONE WEALTH, LLC — reported RAUM up 41% ($3.43B -> $4.83B). IAPD ↗
68
GUIDELINE INVESTMENTS, LLC — reported RAUM up 41% ($11.71B -> $16.49B). IAPD ↗
68
BYRON PLACE CAPITAL MANAGEMENT, LLC — reported RAUM up 69% ($28.8M -> $48.8M). IAPD ↗
68
DELAP WEALTH ADVISORY, LLC — reported RAUM up 50% ($545.6M -> $819.9M). IAPD ↗
68
MARTIN WEALTH SOLUTIONS — reported RAUM up 50% ($184.1M -> $276.6M). IAPD ↗
68
VESTWELL ADVISORS LLC — reported RAUM up 53% ($279.5M -> $427.1M). IAPD ↗
68
WISS PRIVATE CLIENT ADVISORS, LLC — reported RAUM up 50% ($539.7M -> $809.7M). IAPD ↗
68
RUNNING OAK CAPITAL LLC — reported RAUM up 54% ($533.7M -> $822.8M). IAPD ↗
68
SCALAR GAUGE MANAGEMENT, LLC — reported RAUM up 51% ($192.5M -> $291.1M). IAPD ↗
68
ARKADIOS WEALTH ADVISORS — reported RAUM up 44% ($2.68B -> $3.86B). IAPD ↗
68
ROBERTSON STEPHENS — reported RAUM up 45% ($4.93B -> $7.14B). IAPD ↗
68
BANORTE ASSET MANAGEMENT, INC. — reported RAUM up 55% ($217.6M -> $336.9M). IAPD ↗
68
BROOKLYN FI, LLC — reported RAUM up 50% ($227.5M -> $341.5M). IAPD ↗
68
PROMETHOS CAPITAL, LLC — reported RAUM up 51% ($578.5M -> $875.3M). IAPD ↗
68
THE AMERIFLEX GROUP — reported RAUM up 43% ($6.52B -> $9.36B). IAPD ↗
68
IP FINANCIAL ADVISORY SERVICES LLC — reported RAUM up 54% ($297.0M -> $456.1M). IAPD ↗
68
MAIN STREET FINANCIAL SOLUTIONS, LLC — reported RAUM up 41% ($1.77B -> $2.49B). IAPD ↗
68
NEW EDGE WEALTH — reported RAUM up 40% ($8.61B -> $12.06B). IAPD ↗
68
HARPER INVESTING — reported RAUM up 67% ($101.4M -> $169.0M). IAPD ↗
68
GAMMA INVESTING LLC — reported RAUM up 41% ($1.01B -> $1.42B). IAPD ↗
68
WHEELHOUSE ADVISORY GROUP, LLC — reported RAUM up 50% ($180.9M -> $271.6M). IAPD ↗
68
COPPER BEECH FINANCIAL GROUP, LLC — reported RAUM up 68% ($112.6M -> $189.1M). IAPD ↗
68
49 FINANCIAL — reported RAUM up 54% ($566.2M -> $871.4M). IAPD ↗
68
ENDEAVOR ADVISORS, LLC — reported RAUM up 67% ($106.1M -> $176.9M). IAPD ↗
68
VISDOM INVESTMENT GROUP LLC — reported RAUM up 66% ($110.5M -> $183.5M). IAPD ↗
68
FORZA INVESTMENT GROUP, LP — reported RAUM up 41% ($1.36B -> $1.92B). IAPD ↗
68
GATEPASS CAPITAL, LLC — reported RAUM up 69% ($103.2M -> $174.6M). IAPD ↗
68
LITTLE RIVER CAPITAL PARTNERS, LP — reported RAUM up 67% ($90.0M -> $150.0M). IAPD ↗
68
VICTORY WEALTH PARTNERS — grew from 2 to 5 advisory reps. IAPD ↗
68
QUANTUM FINANCIAL ADVISORS INC — grew from 4 to 7 advisory reps. IAPD ↗
68
ANCHOR BAY CAPITAL, INC. — grew from 2 to 5 advisory reps. IAPD ↗
68
DRAPER ASSET MANAGEMENT, LLC — grew from 1 to 4 advisory reps. IAPD ↗
68
PRIVATE CLIENT GROUP ASSET MANAGEMENT — grew from 1 to 4 advisory reps. IAPD ↗
68
ELE ADVISORY SERVICES, INC — grew from 11 to 14 advisory reps. IAPD ↗
68
LANIER FINANCIAL GROUP LLC — grew from 5 to 8 advisory reps. IAPD ↗
68
DESERT ROSE CAPITAL MANAGEMENT, INC. — grew from 8 to 11 advisory reps. IAPD ↗
68
BEACON WEALTH CONSULTANTS, INC. — grew from 12 to 15 advisory reps. IAPD ↗
68
PT CAPITAL ADVISORS, LLC — grew from 2 to 5 advisory reps. IAPD ↗
68
LPK INVESTMENT GROUP, LLP — grew from 15 to 18 advisory reps. IAPD ↗
68
WEALTHJAR INVESTMENT ADVISORY, LLC — grew from 6 to 9 advisory reps. IAPD ↗
68
RESOLUTE CAPITAL, LLC — grew from 7 to 10 advisory reps. IAPD ↗
68
EQUILIBRIUM VENTURES, LLC — grew from 3 to 6 advisory reps. IAPD ↗
68
LSB WEALTH MANAGEMENT — grew from 7 to 10 advisory reps. IAPD ↗
68
MY PROSPER TEAM — grew from 3 to 6 advisory reps. IAPD ↗
68
SIGNAL TREE FINANCIAL PARTNERS LLC — grew from 3 to 6 advisory reps. IAPD ↗
68
INTEGRATED WEALTHCARE, LLC — grew from 1 to 4 advisory reps. IAPD ↗
68
BLUEPRINT FINANCIAL ADVISORS — grew from 14 to 17 advisory reps. IAPD ↗
68
NUCLO WEALTH — grew from 3 to 6 advisory reps. IAPD ↗
68
MOSLEY WEALTH MANAGEMENT, INC. — grew from 5 to 8 advisory reps. IAPD ↗
68
DAVIVIENDA ADVISORS — grew from 2 to 5 advisory reps. IAPD ↗
68
COINBASE ASSET MANAGEMENT, LLC — grew from 6 to 9 advisory reps. IAPD ↗
68
BROADSTREET GLOBAL ADVISORS, INC. — grew from 4 to 7 advisory reps. IAPD ↗
68
SPHINX INVESTMENTS LLC — grew from 1 to 4 advisory reps. IAPD ↗
68
STORYONE FAMILY OFFICE — grew from 2 to 5 advisory reps. IAPD ↗
68
SANDRO WEALTH MANAGEMENT LLC — grew from 2 to 5 advisory reps. IAPD ↗
68
TRITONPOINT PARTNERS, LLC — grew from 1 to 4 advisory reps. IAPD ↗
68
CREATIVE INVESTMENT GROUP — grew from 3 to 6 advisory reps. IAPD ↗
68
EXCELSIOR ADVISOR NETWORK LLC — grew from 1 to 4 advisory reps. IAPD ↗
67
AUSDAL FINANCIAL PARTNERS, INC. — reported RAUM up 39% ($1.53B -> $2.13B). IAPD ↗
67
SILVER OAK SECURITIES, INC. — reported RAUM up 39% ($1.46B -> $2.03B). IAPD ↗
67
PT ASSET MANAGEMENT, LLC — reported RAUM up 37% ($7.00B -> $9.59B). IAPD ↗
67
EARNED WEALTH ADVISORS, LLC — reported RAUM up 35% ($1.42B -> $1.92B). IAPD ↗
67
SUNCOAST EQUITY MANAGEMENT, LLC — reported RAUM up 37% ($1.36B -> $1.87B). IAPD ↗
67
APERIO GROUP, LLC — reported RAUM up 39% ($80.21B -> $111.41B). IAPD ↗
67
FREEGULLIVER, LLC — reported RAUM up 46% ($548.3M -> $798.1M). IAPD ↗
67
CHALLENGER WEALTH MANAGEMENT — reported RAUM up 46% ($177.3M -> $258.3M). IAPD ↗
67
ALJEN ASSET MANAGEMENT LLC — reported RAUM up 62% ($126.5M -> $205.4M). IAPD ↗
67
MEZZASALMA ADVISORS — reported RAUM up 48% ($231.0M -> $342.2M). IAPD ↗
67
BASSO CAPITAL MANAGEMENT, L.P. — reported RAUM up 39% ($1.61B -> $2.23B). IAPD ↗
67
BELPOINTE ASSET MANAGEMENT LLC — reported RAUM up 40% ($4.30B -> $6.01B). IAPD ↗
67
COMPOSITION WEALTH, LLC — reported RAUM up 37% ($4.90B -> $6.71B). IAPD ↗
67
BRIDGE CITY CAPITAL, LLC — reported RAUM up 47% ($267.2M -> $393.2M). IAPD ↗
67
VANTAGE WEALTH MANAGEMENT, LLC — reported RAUM up 48% ($606.6M -> $897.4M). IAPD ↗
67
LANIER FINANCIAL GROUP LLC — reported RAUM up 63% ($127.8M -> $208.4M). IAPD ↗
67
INTEGRITY INVESTMENT ADVISORS — reported RAUM up 61% ($104.5M -> $168.0M). IAPD ↗
67
KESTRA PRIVATE WEALTH SERVICES, LLC — reported RAUM up 40% ($7.30B -> $10.21B). IAPD ↗
67
MARSHALL & STERLING WEALTH ADVISORS, INC. — reported RAUM up 50% ($663.9M -> $995.8M). IAPD ↗
67
HUB INVESTMENT ADVISORS, INC — reported RAUM up 37% ($1.51B -> $2.07B). IAPD ↗
67
STEELPEAK WEALTH, LLC — reported RAUM up 36% ($2.54B -> $3.44B). IAPD ↗
67
HERITAGE RETIREMENT ADVISORS, LLC — reported RAUM up 46% ($194.5M -> $283.5M). IAPD ↗
67
LIND CAPITAL PARTNERS — reported RAUM up 65% ($101.4M -> $167.1M). IAPD ↗
67
LION STREET ADVISORS, LLC — reported RAUM up 36% ($2.34B -> $3.18B). IAPD ↗
67
IFG ADVISORS, LLC — reported RAUM up 48% ($554.0M -> $818.0M). IAPD ↗
67
SHP WEALTH MANAGEMENT, LLC — reported RAUM up 36% ($1.10B -> $1.50B). IAPD ↗
67
EQUITA FINANCIAL NETWORK, INC. — reported RAUM up 46% ($283.1M -> $412.3M). IAPD ↗
67
CYNOSURE GROUP, LLC — reported RAUM up 35% ($4.86B -> $6.57B). IAPD ↗
67
TRILOGY CAPITAL, INC. — reported RAUM up 40% ($1.89B -> $2.63B). IAPD ↗
67
AE WEALTH MANAGEMENT, LLC — reported RAUM up 39% ($27.08B -> $37.53B). IAPD ↗
67
MOODY, LYNN, LIEBERSON & WALKER, LLC — reported RAUM up 36% ($1.61B -> $2.19B). IAPD ↗
67
RAREVIEW CAPITAL LLC — reported RAUM up 47% ($288.3M -> $423.7M). IAPD ↗
67
ROCKEFELLER CAPITAL MANAGEMENT — reported RAUM up 35% ($51.82B -> $70.03B). IAPD ↗
67
APOLLON WEALTH MANAGEMENT, LLC — reported RAUM up 40% ($5.52B -> $7.72B). IAPD ↗
67
BEYOND WEALTH MANAGEMENT GROUP, LLC — reported RAUM up 64% ($65.6M -> $107.4M). IAPD ↗
67
SETTANNI FINANCIAL LLC — reported RAUM up 46% ($230.8M -> $336.8M). IAPD ↗
67
KATHMERE CAPITAL MANAGEMENT, LLC — reported RAUM up 36% ($1.84B -> $2.51B). IAPD ↗
67
BRANDYWINE ASSET MANAGEMENT — reported RAUM up 61% ($140.0M -> $225.0M). IAPD ↗
67
UX WEALTH PARTNERS LLC — reported RAUM up 37% ($1.50B -> $2.06B). IAPD ↗
67
SMART WEALTH, LLC — reported RAUM up 45% ($302.9M -> $440.0M). IAPD ↗
67
NILSINE PARTNERS, LLC — reported RAUM up 38% ($1.24B -> $1.71B). IAPD ↗
67
X ADVISORS, LLC — reported RAUM up 61% ($117.8M -> $189.9M). IAPD ↗
67
CALLAN FAMILY OFFICE, LLC — reported RAUM up 40% ($4.77B -> $6.67B). IAPD ↗
67
FAMILY WEALTH PARTNERS, LLC — reported RAUM up 48% ($210.4M -> $312.1M). IAPD ↗
67
FINANCIAL NETWORK WEALTH ADVISORS LLC — reported RAUM up 48% ($287.1M -> $425.2M). IAPD ↗
67
KINGSMAN WEALTH MANAGEMENT — reported RAUM up 63% ($120.2M -> $195.6M). IAPD ↗
67
BREAKWATER CAPITAL GROUP — reported RAUM up 45% ($579.7M -> $843.4M). IAPD ↗
67
STABLEPOINT PARTNERS, LLC — reported RAUM up 49% ($534.7M -> $797.7M). IAPD ↗
67
FRIDAY FINANCIAL — reported RAUM up 63% ($129.1M -> $210.5M). IAPD ↗
67
PITTSBURGH FINANCIAL PLANNERS, INC. — grew from 2 to 4 advisory reps. IAPD ↗
67
THE PLANNER'S EDGE LLC — grew from 1 to 3 advisory reps. IAPD ↗
67
ANDREWS ADVISORY ASSOCIATES, LLC — grew from 2 to 4 advisory reps. IAPD ↗
67
FINANCIAL PLANNING SERVICES — grew from 5 to 7 advisory reps. IAPD ↗
67
DELTA FINANCIAL ADVISORS, INC — grew from 3 to 5 advisory reps. IAPD ↗
67
ENGLESON & ASSOCIATES — grew from 2 to 4 advisory reps. IAPD ↗
67
KANE INVESTMENT MANAGEMENT, INC. — grew from 4 to 6 advisory reps. IAPD ↗
67
SUPERIOR PLANNING, LLC — grew from 5 to 7 advisory reps. IAPD ↗
67
AMIDON & PETERSEN FINANCIALS, LLC — grew from 1 to 3 advisory reps. IAPD ↗
67
LOTUSGROUP ADVISORS — grew from 5 to 7 advisory reps. IAPD ↗
67
PARKER FINANCIAL LLC — grew from 2 to 4 advisory reps. IAPD ↗
67
MILLINGTON FINANCIAL ADVISORS, LLC — grew from 2 to 4 advisory reps. IAPD ↗
67
TANDEM WEALTH ADVISORS — grew from 5 to 7 advisory reps. IAPD ↗
67
RICHMOND BROTHERS, INC. — grew from 5 to 7 advisory reps. IAPD ↗
67
GUIDANCE POINT RETIREMENT SERVICES, LLC — grew from 4 to 6 advisory reps. IAPD ↗
67
DONALIES FINANCIAL PLANNING, LLC — grew from 1 to 3 advisory reps. IAPD ↗
67
HORIZONS SUSTAINABLE FINANCIAL SERVICES, INC. — grew from 4 to 6 advisory reps. IAPD ↗
67
PLANVISION, LLC — grew from 3 to 5 advisory reps. IAPD ↗
67
HANSEN & ASSOCIATES FINANCIAL GROUP INC. — grew from 2 to 4 advisory reps. IAPD ↗
67
STERLING RETIREMENT GROUP OF SACRAMENTO — grew from 1 to 3 advisory reps. IAPD ↗
67
COHEN INVESTMENT ADVISORS, LLC — grew from 2 to 4 advisory reps. IAPD ↗
67
RICE FINANCIAL CONSULTING, INC. — grew from 3 to 5 advisory reps. IAPD ↗
67
BIRCHVIEW CAPITAL, LP — grew from 2 to 4 advisory reps. IAPD ↗
67
KINGSTONE CAPITAL PARTNERS TEXAS, LLC — grew from 5 to 7 advisory reps. IAPD ↗
67
GRAHAM CAPITAL WEALTH MANAGEMENT, LLC — grew from 4 to 6 advisory reps. IAPD ↗
67
FIGURE 8 INVESTMENT STRATEGIES LLC — grew from 4 to 6 advisory reps. IAPD ↗
67
GK WEALTH MANAGEMENT LLC — grew from 2 to 4 advisory reps. IAPD ↗
67
MARKLE FINANCIAL LLC — grew from 2 to 4 advisory reps. IAPD ↗
67
BLACK KNIGHT WEALTH MANAGEMENT, LLC — grew from 3 to 5 advisory reps. IAPD ↗
67
BRIAN LOW FINANCIAL GROUP, LLC — grew from 2 to 4 advisory reps. IAPD ↗
67
WEALTHSPAN INVESTMENT MANAGEMENT, LLC — grew from 3 to 5 advisory reps. IAPD ↗
67
ELYSIUM WEALTH MANAGEMENT, LLC — grew from 6 to 8 advisory reps. IAPD ↗
67
X ADVISORS, LLC — grew from 6 to 8 advisory reps. IAPD ↗
67
DOGWOOD WEALTH MANAGEMENT, LLC — grew from 2 to 4 advisory reps. IAPD ↗
67
SENIOR TAX ADVISORY GROUP, INC. — grew from 1 to 3 advisory reps. IAPD ↗
67
OPAL CAPITAL LLC — grew from 2 to 4 advisory reps. IAPD ↗
67
PALM WEALTH PARTNERS — grew from 7 to 9 advisory reps. IAPD ↗
67
ATFS ADVISERS — grew from 3 to 5 advisory reps. IAPD ↗
67
THE HOLLAND GROUP, RETIREMENT WEALTH ADVISORS, LLC — grew from 1 to 3 advisory reps. IAPD ↗
67
33 CAPITAL MANAGEMENT LLC — grew from 4 to 6 advisory reps. IAPD ↗
67
ANCHOR BAY PRIVATE WEALTH LLC — grew from 3 to 5 advisory reps. IAPD ↗
67
AZURA PARTNERS US LLC — grew from 2 to 4 advisory reps. IAPD ↗
67
STAVIS WEALTH TRANSFER SOLUTIONS — grew from 1 to 3 advisory reps. IAPD ↗
67
210 FINANCIAL — grew from 3 to 5 advisory reps. IAPD ↗
67
STONEPATH WEALTH MANAGEMENT — grew from 7 to 9 advisory reps. IAPD ↗
67
DEMETER TACTICAL INVESTMENTS CORP. — grew from 1 to 3 advisory reps. IAPD ↗
67
CRUSONIA WEALTH ADVISORS LLC — grew from 2 to 4 advisory reps. IAPD ↗
67
ZERO DAY CAPITAL ENTERPRISES LLC — grew from 10 to 12 advisory reps. IAPD ↗
67
LFG WEALTH PARTNERS, LLC — grew from 5 to 7 advisory reps. IAPD ↗
67
OUTRUNNER CAPITAL, LLC — grew from 3 to 5 advisory reps. IAPD ↗
67
HOOT WEALTH LLC — grew from 2 to 4 advisory reps. IAPD ↗
67
TRUMAN WEALTH ADVISORS — grew from 1 to 3 advisory reps. IAPD ↗
67
MEIRA WEALTH — reports 101-250 financial-planning clients, up from 11-25. IAPD ↗
67
J.F. WILLIAMS CO., INC. — reports 51-100 financial-planning clients, up from 1-10. IAPD ↗
67
BW & ASSOCIATES, INC. — reports 51-100 financial-planning clients, up from 1-10. IAPD ↗
67
INVESTMENT CONSULTING SERVICES, LLC — reports 51-100 financial-planning clients, up from 0. IAPD ↗
67
NORTHEAST PLANNING ASSOCIATES, INC. — reports 251-500 financial-planning clients, up from 26-50. IAPD ↗
67
SENSENIG CAPITAL ADVISORS, INC. — reports 101-250 financial-planning clients, up from 1-10. IAPD ↗
67
ELEMENT POINTE FAMILY OFFICE — reports 26-50 financial-planning clients, up from 0. IAPD ↗
67
JACKSON HOLE CAPITAL PARTNERS, LLC — reports 101-250 financial-planning clients, up from 11-25. IAPD ↗
67
CRAFT ASSET MANAGEMENT — reports 51-100 financial-planning clients, up from 0. IAPD ↗
67
TREEHOUSE WEALTH ADVISORS — reports 51-100 financial-planning clients, up from 1-10. IAPD ↗
67
CAPASSO PLANNING PARTNERS LLC — reports More than 500 financial-planning clients, up from 51-100. IAPD ↗
67
ABBEY STREET — reports 51-100 financial-planning clients, up from 1-10. IAPD ↗
67
HEXAGON CAPITAL PARTNERS, LLC — reports 251-500 financial-planning clients, up from 26-50. IAPD ↗
67
ECHO45 ADVISORS LLC — reports 101-250 financial-planning clients, up from 1-10. IAPD ↗
67
PTM WEALTH MANAGEMENT, LLC — reports 101-250 financial-planning clients, up from 1-10. IAPD ↗
67
CERRO PACIFIC WEALTH ADVISORS, LLC — reports 26-50 financial-planning clients, up from 0. IAPD ↗
67
49 FINANCIAL — reports 51-100 financial-planning clients, up from 1-10. IAPD ↗
67
DFS ADVISORY — reports 51-100 financial-planning clients, up from 0. IAPD ↗
67
BARE WEALTH ADVISORS — reports 101-250 financial-planning clients, up from 11-25. IAPD ↗
67
LEGACY EDGE ADVISORS — reports 51-100 financial-planning clients, up from 1-10. IAPD ↗
67
JPL WEALTH MANAGEMENT, LLC — reports 101-250 financial-planning clients, up from 11-25. IAPD ↗
67
SILVER LAKE CAPITAL PARTNERS — reports 51-100 financial-planning clients, up from 0. IAPD ↗
67
MANNA WEALTH MANAGEMENT — reports 51-100 financial-planning clients, up from 0. IAPD ↗
67
TRUE WEALTH GROUP — reports 51-100 financial-planning clients, up from 0. IAPD ↗
66
LPL FINANCIAL LLC — reported RAUM up 34% ($463.48B -> $618.92B). IAPD ↗
66
PRIMERICA ADVISORS — reported RAUM up 32% ($8.46B -> $11.16B). IAPD ↗
66
DOMINARI SECURITIES LLC — reported RAUM up 55% ($26.8M -> $41.6M). IAPD ↗
66
WORLD ADVISORY SERVICES — reported RAUM up 32% ($1.32B -> $1.73B). IAPD ↗
66
WESTPARK CAPITAL, INC. — reported RAUM up 59% ($30.0M -> $47.6M). IAPD ↗
66
EATON VANCE MANAGEMENT — reported RAUM up 35% ($63.04B -> $84.88B). IAPD ↗
66
PENOBSCOT INVESTMENT MANAGEMENT COMPANY, INC. — reported RAUM up 33% ($1.05B -> $1.39B). IAPD ↗
66
WEITZ INVESTMENT MANAGEMENT, INC. — reported RAUM up 32% ($5.15B -> $6.83B). IAPD ↗
66
LAW & ASSOCIATES INC — reported RAUM up 42% ($214.2M -> $304.6M). IAPD ↗
66
POTOMAC FUND MANAGEMENT — reported RAUM up 33% ($1.39B -> $1.86B). IAPD ↗
66
DRIEHAUS CAPITAL MANAGEMENT LLC — reported RAUM up 30% ($15.17B -> $19.76B). IAPD ↗
66
CHARLES SCHWAB INVESTMENT MANAGEMENT, INC — reported RAUM up 31% ($1098.81B -> $1436.97B). IAPD ↗
66
ONEDIGITAL — reported RAUM up 33% ($107.10B -> $142.60B). IAPD ↗
66
NATIXIS ADVISORS, LLC — reported RAUM up 34% ($63.77B -> $85.23B). IAPD ↗
66
FULLER & THALER ASSET MANAGEMENT INC — reported RAUM up 33% ($20.40B -> $27.11B). IAPD ↗
66
ADELL HARRIMAN & CARPENTER — reported RAUM up 32% ($1.33B -> $1.76B). IAPD ↗
66
MOON CAPITAL MANAGEMENT, LLC — reported RAUM up 42% ($278.4M -> $395.2M). IAPD ↗
66
DOLAN MCENIRY CAPITAL MANAGEMENT LLC — reported RAUM up 33% ($9.49B -> $12.62B). IAPD ↗
66
BUCKHEAD CAPITAL MANAGEMENT, LLC — reported RAUM up 32% ($3.92B -> $5.17B). IAPD ↗
66
BOREAL CAPITAL MANAGEMENT LLC — reported RAUM up 34% ($1.38B -> $1.84B). IAPD ↗
66
MAIN STREET RESEARCH LLC — reported RAUM up 31% ($1.82B -> $2.38B). IAPD ↗
66
TRUE NORTH ADVISORS, LLC — reported RAUM up 34% ($3.34B -> $4.48B). IAPD ↗
66
WEALTH ENHANCEMENT ADVISORY SERVICES, LLC — reported RAUM up 31% ($72.02B -> $94.63B). IAPD ↗
66
JAMES RIVER ASSET MANAGEMENT, LLC — reported RAUM up 58% ($149.1M -> $236.0M). IAPD ↗
66
HOWARD CAPITAL MANAGEMENT, INC. — reported RAUM up 31% ($5.23B -> $6.87B). IAPD ↗
66
WINDSOR ADVISORY GROUP, LLC — reported RAUM up 30% ($1.98B -> $2.58B). IAPD ↗
66
FIFTH AVENUE FAMILY OFFICE — reported RAUM up 43% ($633.4M -> $908.5M). IAPD ↗
66
GREAT VALLEY ADVISOR GROUP, INC. — reported RAUM up 33% ($7.34B -> $9.73B). IAPD ↗
66
WARTHER PRIVATE WEALTH — reported RAUM up 42% ($261.7M -> $371.3M). IAPD ↗
66
THE STRATEGIC FINANCIAL ALLIANCE — reported RAUM up 41% ($334.0M -> $470.9M). IAPD ↗
66
PROVENANCE WEALTH ADVISORS — reported RAUM up 35% ($2.62B -> $3.52B). IAPD ↗
66
OAKBOURNE ADVISORS — reported RAUM up 45% ($195.7M -> $283.6M). IAPD ↗
66
NEWBRIDGE FINANCIAL SERVICES GROUP, INC. — reported RAUM up 44% ($566.2M -> $813.5M). IAPD ↗
66
NAVIGATION GROUP LLC — reported RAUM up 44% ($644.2M -> $927.5M). IAPD ↗
66
NXG INVESTMENT MANAGEMENT — reported RAUM up 33% ($1.11B -> $1.48B). IAPD ↗
66
CLIFFWATER LLC — reported RAUM up 31% ($26.71B -> $35.09B). IAPD ↗
66
NEPSIS, INC. — reported RAUM up 42% ($350.8M -> $497.8M). IAPD ↗
66
FORT POINT CAPITAL PARTNERS LLC — reported RAUM up 34% ($1.49B -> $2.00B). IAPD ↗
66
WESTFIELD CAPITAL MANAGEMENT COMPANY, L.P. — reported RAUM up 34% ($17.56B -> $23.55B). IAPD ↗
66
MERCER GLOBAL ADVISORS INC. — reported RAUM up 33% ($45.35B -> $60.26B). IAPD ↗
66
CAPRICORN INVESTMENT GROUP LLC — reported RAUM up 33% ($9.40B -> $12.47B). IAPD ↗
66
ROUNDVIEW CAPITAL, LLC — reported RAUM up 33% ($1.41B -> $1.88B). IAPD ↗
66
MILLBURN RIDGEFIELD LLC — reported RAUM up 31% ($6.84B -> $8.97B). IAPD ↗
66
16TH AMENDMENT ADVISORS LLC — reported RAUM up 41% ($228.8M -> $323.6M). IAPD ↗
66
HHM WEALTH ADVISORS, LLC — reported RAUM up 32% ($1.07B -> $1.41B). IAPD ↗
66
FORT SHERIDAN ADVISORS LLC — reported RAUM up 40% ($647.9M -> $908.9M). IAPD ↗
66
MERIDIAN WEALTH MANAGEMENT, LLC — reported RAUM up 34% ($2.91B -> $3.89B). IAPD ↗
66
VERUS CAPITAL PARTNERS, LLC — reported RAUM up 32% ($1.56B -> $2.07B). IAPD ↗
66
EXPAND FINANCIAL, LLC — reported RAUM up 31% ($1.40B -> $1.84B). IAPD ↗
66
SELECT MONEY MANAGEMENT, INC. — reported RAUM up 35% ($1.11B -> $1.49B). IAPD ↗
66
EMPIRICAL ASSET MANAGEMENT, LLC — reported RAUM up 42% ($328.7M -> $467.0M). IAPD ↗
66
CWA ASSET MANAGEMENT GROUP — reported RAUM up 32% ($2.53B -> $3.34B). IAPD ↗
66
CANTOR FITZGERALD INVESTMENT ADVISORS — reported RAUM up 34% ($1.78B -> $2.38B). IAPD ↗
66
CV ADVISORS LLC — reported RAUM up 33% ($9.68B -> $12.86B). IAPD ↗
66
UNIO CAPITAL LLC — reported RAUM up 44% ($219.8M -> $315.4M). IAPD ↗
66
ELM WEALTH — reported RAUM up 34% ($1.50B -> $2.02B). IAPD ↗
66
QUINT INVESTMENTS AND INSURANCE — reported RAUM up 58% ($56.0M -> $88.5M). IAPD ↗
66
J. HAGAN CAPITAL, INC. — reported RAUM up 41% ($185.6M -> $260.9M). IAPD ↗
66
EXCEED ADVISORY LLC — reported RAUM up 56% ($49.1M -> $76.7M). IAPD ↗
66
MCADAM LLC — reported RAUM up 32% ($1.74B -> $2.29B). IAPD ↗
66
IHT WEALTH MANAGEMENT LLC — reported RAUM up 32% ($4.82B -> $6.38B). IAPD ↗
66
CITRINE CAPITAL — reported RAUM up 43% ($194.6M -> $278.1M). IAPD ↗
66
MONECO ADVISORS — reported RAUM up 30% ($1.47B -> $1.92B). IAPD ↗
66
WEALTHCARE ADVISORY PARTNERS LLC — reported RAUM up 32% ($4.54B -> $6.02B). IAPD ↗
66
CASILIO LEITCH INVESTMENTS — reported RAUM up 55% ($151.3M -> $235.1M). IAPD ↗
66
STEWARDSHIP ADVISORS, LLC — reported RAUM up 44% ($321.2M -> $461.5M). IAPD ↗
66
PENNINGTON PARTNERS & CO., LLC — reported RAUM up 33% ($2.97B -> $3.95B). IAPD ↗
66
WEST RIDGE ADVISORS — reported RAUM up 42% ($188.6M -> $268.1M). IAPD ↗
66
INVST, LLC — reported RAUM up 33% ($1.35B -> $1.79B). IAPD ↗
66
TRANSFORM WEALTH, LLC — reported RAUM up 34% ($2.51B -> $3.38B). IAPD ↗
66
OREI ADVISORS LP — reported RAUM up 31% ($1.31B -> $1.71B). IAPD ↗
66
GPS WEALTH STRATEGIES GROUP, LLC — reported RAUM up 33% ($1.07B -> $1.42B). IAPD ↗
66
ABOUND WEALTH MANAGEMENT, LLC — reported RAUM up 31% ($1.07B -> $1.39B). IAPD ↗
66
VIDENT ASSET MANAGEMENT — reported RAUM up 35% ($8.99B -> $12.09B). IAPD ↗
66
ALERA INVESTMENT ADVISORS, LLC — reported RAUM up 31% ($2.73B -> $3.57B). IAPD ↗
66
POST ROAD GROUP LLC — reported RAUM up 34% ($1.49B -> $1.99B). IAPD ↗
66
MONON WEALTH MANAGEMENT — reported RAUM up 45% ($312.2M -> $452.2M). IAPD ↗
66
CREDICORP CAPITAL ADVISORS LLC — reported RAUM up 42% ($694.6M -> $983.4M). IAPD ↗
66
ANDERSON FINANCIAL STRATEGIES, LLC — reported RAUM up 42% ($245.7M -> $348.1M). IAPD ↗
66
CROAK CAPITAL — reported RAUM up 41% ($213.1M -> $300.2M). IAPD ↗
66
AARON WEALTH ADVISORS — reported RAUM up 34% ($1.95B -> $2.61B). IAPD ↗
66
MODEL WEALTH — reported RAUM up 43% ($200.3M -> $286.1M). IAPD ↗
66
STOKES FAMILY OFFICE LLC — reported RAUM up 32% ($1.87B -> $2.48B). IAPD ↗
66
ECIO, INC. — reported RAUM up 59% ($146.0M -> $231.7M). IAPD ↗
66
F/M INVESTMENTS LLC — reported RAUM up 32% ($12.85B -> $16.90B). IAPD ↗
66
GREENBRIDGE PARTNERS LLC — reported RAUM up 43% ($178.7M -> $254.8M). IAPD ↗
66
QUILITY FINANCIAL ADVISORS — reported RAUM up 60% ($44.5M -> $71.0M). IAPD ↗
66
FAITHWARD CAPITAL — reported RAUM up 44% ($631.2M -> $906.1M). IAPD ↗
66
LEGADO WEALTH MANAGEMENT LLC — reported RAUM up 55% ($16.4M -> $25.4M). IAPD ↗
66
SWAN CAPITAL — reported RAUM up 41% ($190.7M -> $268.9M). IAPD ↗
66
NATIONAL INVESTMENT SERVICES OF AMERICA, LLC — reported RAUM up 31% ($9.85B -> $12.91B). IAPD ↗
66
HOXTON WEALTH USA LLC — reported RAUM up 44% ($326.3M -> $470.0M). IAPD ↗
66
ALPHA CAPITAL FAMILY OFFICE, LLC — reported RAUM up 55% ($140.2M -> $217.4M). IAPD ↗
66
GRANTVEST FINANCIAL GROUP LLC — reported RAUM up 59% ($107.0M -> $170.0M). IAPD ↗
66
CW ADVISORS, LLC — reported RAUM up 34% ($6.92B -> $9.30B). IAPD ↗
66
CYPRESS CAPITAL WEALTH MANAGEMENT LLC — reported RAUM up 57% ($149.5M -> $234.6M). IAPD ↗
66
ROLLINS FINANCIAL ADVISORS, LLC — reported RAUM up 30% ($1.06B -> $1.38B). IAPD ↗
66
ESSENTIAL PARTNERS LLC — reported RAUM up 45% ($224.7M -> $325.1M). IAPD ↗
66
ELDRED ROCK PARTNERS, LLC — reported RAUM up 44% ($337.9M -> $487.6M). IAPD ↗
66
HIGHPOINT PLANNING PARTNERS — reported RAUM up 33% ($3.00B -> $4.00B). IAPD ↗
66
SK ADVISOR NETWORK, LLC — reported RAUM up 57% ($105.4M -> $165.2M). IAPD ↗
66
PEAK RETIREMENT PLANNING, INC. — reported RAUM up 60% ($151.9M -> $242.5M). IAPD ↗
66
VALIDUS CAPITAL LLC — reported RAUM up 33% ($1.63B -> $2.18B). IAPD ↗
66
MDRN CAPITAL — reported RAUM up 58% ($101.6M -> $160.9M). IAPD ↗
66
THREE SEASONS WEALTH — reported RAUM up 45% ($250.0M -> $361.7M). IAPD ↗
66
EIGHT 31 FINANCIAL, LLC — reported RAUM up 41% ($350.5M -> $494.3M). IAPD ↗
66
LEGACY EDGE ADVISORS — reported RAUM up 43% ($627.0M -> $896.2M). IAPD ↗
66
QUANTIFY FUNDS — reported RAUM up 59% ($35.6M -> $56.7M). IAPD ↗
66
POMONA WEALTH MANAGEMENT, LLC — reported RAUM up 57% ($105.4M -> $165.2M). IAPD ↗
66
SILVER LAKE CAPITAL PARTNERS — reported RAUM up 57% ($149.7M -> $234.6M). IAPD ↗
66
DIVERSIFIED, LLC — reported RAUM up 34% ($1.55B -> $2.08B). IAPD ↗
66
WELLS FARGO ADVISORS — reports 26-50 financial-planning clients, up from 1-10. IAPD ↗
66
WESTERN INTERNATIONAL SECURITIES — reports 101-250 financial-planning clients, up from 26-50. IAPD ↗
66
CCM INVESTMENT ADVISERS, LLC — reports 11-25 financial-planning clients, up from 0. IAPD ↗
66
ALTA CAPITAL MANAGEMENT LLC — reports 101-250 financial-planning clients, up from 26-50. IAPD ↗
66
FINANCIAL PERSPECTIVES — reports 26-50 financial-planning clients, up from 1-10. IAPD ↗
66
IC ADVISORY SERVICES, INC. — reports More than 500 financial-planning clients, up from 101-250. IAPD ↗
66
ROYAL FUND MANAGEMENT, LLC — reports 26-50 financial-planning clients, up from 1-10. IAPD ↗
66
FFT WEALTH MANAGEMENT — reports 51-100 financial-planning clients, up from 11-25. IAPD ↗
66
CLEAR HARBOR ASSET MANAGEMENT, LLC — reports 251-500 financial-planning clients, up from 51-100. IAPD ↗
66
MONTIS FINANCIAL, LLC — reports More than 500 financial-planning clients, up from 101-250. IAPD ↗
66
TOWNELEY CAPITAL MANAGEMENT, INC. — reports 51-100 financial-planning clients, up from 11-25. IAPD ↗
66
SHUSTER ADVISORY GROUP, LLC — reports 11-25 financial-planning clients, up from 0. IAPD ↗
66
FROST INVESTMENT SERVICES — reports 251-500 financial-planning clients, up from 51-100. IAPD ↗
66
BARTLETT & CO. WEALTH MANAGEMENT LLC — reports More than 500 financial-planning clients, up from 101-250. IAPD ↗
66
EVOKE ADVISORS — reports 51-100 financial-planning clients, up from 11-25. IAPD ↗
66
JOURNEY STRATEGIC WEALTH LLC — reports More than 500 financial-planning clients, up from 101-250. IAPD ↗
66
ETHOS FINANCIAL GROUP, LLC — reports 26-50 financial-planning clients, up from 1-10. IAPD ↗
66
CONCURRENT INVESTMENT ADVISORS, LLC — reports 101-250 financial-planning clients, up from 26-50. IAPD ↗
66
DIVERSIFY ADVISORY SERVICES, LLC — reports 26-50 financial-planning clients, up from 1-10. IAPD ↗
66
TRIBRIDGE PARTNERS FINANCIAL LLC — reports 11-25 financial-planning clients, up from 0. IAPD ↗
66
CASTLE ROCK ADVISORS LLC — reports 11-25 financial-planning clients, up from 0. IAPD ↗
65
WELLS FARGO ADVISORS — reported RAUM up 28% ($154.19B -> $197.36B). IAPD ↗
65
DUNHAM & ASSOCIATES INVESTMENT COUNSEL, INC. — reported RAUM up 26% ($3.76B -> $4.74B). IAPD ↗
65
CAPITOL SECURITIES MANAGEMENT, INC. — reported RAUM up 30% ($1.40B -> $1.82B). IAPD ↗
65
OFG FINANCIAL SERVICES, INC. — reported RAUM up 38% ($196.0M -> $270.0M). IAPD ↗
65
PARK AVENUE SECURITIES LLC — reported RAUM up 26% ($11.88B -> $15.00B). IAPD ↗
65
MIDWESTERN SECURITIES TRADING CO.,LLC — reported RAUM up 29% ($1.26B -> $1.63B). IAPD ↗
65
STRATEGIC ADVISERS LLC — reported RAUM up 29% ($824.74B -> $1067.66B). IAPD ↗
65
OBERWEIS ASSET MANAGEMENT INC — reported RAUM up 30% ($3.04B -> $3.94B). IAPD ↗
65
DANA INVESTMENT ADVISORS INC — reported RAUM up 28% ($4.51B -> $5.76B). IAPD ↗
65
PDS PLANNING INC — reported RAUM up 29% ($1.39B -> $1.79B). IAPD ↗
65
EVERHART ADVISORS — reported RAUM up 30% ($1.45B -> $1.87B). IAPD ↗
65
EAGLE GLOBAL ADVISORS LLC — reported RAUM up 27% ($1.94B -> $2.46B). IAPD ↗
65
HUTNER CAPITAL MANAGEMENT INC. — reported RAUM up 40% ($193.9M -> $270.7M). IAPD ↗
65
FINANCIAL MANAGEMENT, INC. — reported RAUM up 53% ($118.1M -> $181.2M). IAPD ↗
65
LADENBURG THALMANN ASSET MANAGEMENT INC — reported RAUM up 30% ($4.32B -> $5.61B). IAPD ↗
65
PECONIC PARTNERS LLC — reported RAUM up 29% ($1.42B -> $1.84B). IAPD ↗
65
COMMUNITY CAPITAL MANAGEMENT, LLC — reported RAUM up 25% ($5.00B -> $6.26B). IAPD ↗
65
LASALLE ST. INVESTMENT ADVISORS, L.L.C. — reported RAUM up 25% ($3.48B -> $4.35B). IAPD ↗
65
SLOY, DAHL & HOLST, LLC — reported RAUM up 26% ($1.34B -> $1.68B). IAPD ↗
65
J.P. MORGAN PRIVATE INVESTMENTS INC. — reported RAUM up 28% ($292.91B -> $375.63B). IAPD ↗
65
CG ADVISORY SERVICES — reported RAUM up 25% ($3.22B -> $4.02B). IAPD ↗
65
ALLWORTH FINANCIAL, L.P. — reported RAUM up 30% ($19.31B -> $25.10B). IAPD ↗
65
COLLEY ASSET MANAGEMENT, INC. — reported RAUM up 40% ($252.6M -> $353.6M). IAPD ↗
65
ADVISORS CAPITAL MANAGEMENT, LLC — reported RAUM up 27% ($7.44B -> $9.47B). IAPD ↗
65
J. W. COLE ADVISORS, INC. — reported RAUM up 25% ($5.74B -> $7.20B). IAPD ↗
65
BCS WEALTH MANAGEMENT, LLC — reported RAUM up 35% ($599.4M -> $811.6M). IAPD ↗
65
BEACON POINTE ADVISORS, LLC — reported RAUM up 27% ($31.28B -> $39.84B). IAPD ↗
65
CHARTER OAK CAPITAL MANAGEMENT — reported RAUM up 28% ($1.11B -> $1.42B). IAPD ↗
65
RETIREMENT PLAN ADVISORS, LLC — reported RAUM up 28% ($1.47B -> $1.88B). IAPD ↗
65
INDEPENDENT FINANCIAL PARTNERS — reported RAUM up 28% ($9.76B -> $12.54B). IAPD ↗
65
SOWELL MANAGEMENT — reported RAUM up 27% ($3.33B -> $4.23B). IAPD ↗
65
AVIDIAN WEALTH SOLUTIONS — reported RAUM up 28% ($3.11B -> $3.99B). IAPD ↗
65
PRUDENT INVESTORS — reported RAUM up 39% ($295.4M -> $409.3M). IAPD ↗
65
CHICKASAW CAPITAL MANAGEMENT, LLC — reported RAUM up 28% ($1.97B -> $2.53B). IAPD ↗
65
TRADITION WEALTH MANAGEMENT LLC — reported RAUM up 28% ($1.52B -> $1.95B). IAPD ↗
65
MAPLE CAPITAL MANAGEMENT, INC. — reported RAUM up 27% ($1.72B -> $2.19B). IAPD ↗
65
PERIGON WEALTH MANAGEMENT, LLC — reported RAUM up 26% ($6.94B -> $8.71B). IAPD ↗
65
J. SAFRA ASSET MANAGEMENT CORPORATION — reported RAUM up 25% ($3.68B -> $4.60B). IAPD ↗
65
WATERLOO CAPITAL — reported RAUM up 29% ($1.30B -> $1.69B). IAPD ↗
65
TIETON CAPITAL MANAGEMENT — reported RAUM up 38% ($194.7M -> $269.2M). IAPD ↗
65
KOVACK ADVISORS, INC. — reported RAUM up 29% ($4.29B -> $5.53B). IAPD ↗
65
HARDY REED, LLC — reported RAUM up 26% ($1.87B -> $2.36B). IAPD ↗
65
COPPERWYND FINANCIAL — reported RAUM up 36% ($530.6M -> $720.1M). IAPD ↗
65
JAFFE TILCHIN INVESTMENT PARTNERS, LLC — reported RAUM up 25% ($1.47B -> $1.84B). IAPD ↗
65
BESPOKE INVESTMENT GROUP, LLC — reported RAUM up 51% ($51.2M -> $77.4M). IAPD ↗
65
PURE FINANCIAL ADVISORS, LLC — reported RAUM up 27% ($6.29B -> $8.02B). IAPD ↗
65
SMITH ANGLIN FINANCIAL, LLC — reported RAUM up 28% ($1.57B -> $2.01B). IAPD ↗
65
SCHRODERS CAPITAL MANAGEMENT (US) INC. — reported RAUM up 25% ($23.16B -> $29.06B). IAPD ↗
65
HIGHTOWER ADVISORS, LLC — reported RAUM up 27% ($130.24B -> $164.79B). IAPD ↗
65
PROSPERITY FINANCIAL GROUP, INC. — reported RAUM up 37% ($261.7M -> $358.9M). IAPD ↗
65
ADVISORY SERVICES NETWORK — reported RAUM up 26% ($6.82B -> $8.62B). IAPD ↗
65
GLASHOFER FINANCIAL ADVISORS — reported RAUM up 38% ($203.3M -> $281.3M). IAPD ↗
65
UNITED ADVISORS AMERICA — reported RAUM up 36% ($260.2M -> $353.7M). IAPD ↗
65
LIGHTHOUSE RETIREMENT — reported RAUM up 52% ($139.0M -> $211.9M). IAPD ↗
65
CHICAGO PARTNERS INVESTMENT GROUP LLC — reported RAUM up 30% ($4.59B -> $5.96B). IAPD ↗
65
JACOBI CAPITAL MANAGEMENT, LLC — reported RAUM up 29% ($1.69B -> $2.19B). IAPD ↗
65
HAVEN WEALTH GROUP — reported RAUM up 39% ($285.6M -> $397.8M). IAPD ↗
65
PARADIGM WEALTH MANAGEMENT, LLC — reported RAUM up 37% ($347.9M -> $475.6M). IAPD ↗
65
CAPWEALTH ADVISORS, LLC — reported RAUM up 26% ($1.35B -> $1.70B). IAPD ↗
65
SOVEREIGN INVESTMENT ADVISORS LLC — reported RAUM up 28% ($2.33B -> $2.99B). IAPD ↗
65
TEMPLETON & PHILLIPS CAPITAL MANAGEMENT, LLC — reported RAUM up 37% ($202.4M -> $278.1M). IAPD ↗
65
AGW CAPITAL ADVISORS — reported RAUM up 29% ($1.15B -> $1.48B). IAPD ↗
65
BULLDOG INVESTORS, LLP — reported RAUM up 36% ($334.8M -> $456.0M). IAPD ↗
65
RJA ASSET MANAGEMENT LLC — reported RAUM up 38% ($720.1M -> $992.5M). IAPD ↗
65
HARVEST FUND ADVISORS LLC — reported RAUM up 29% ($6.28B -> $8.07B). IAPD ↗
65
CONWAY INVESTMENT SOLUTIONS — reported RAUM up 29% ($1.00B -> $1.29B). IAPD ↗
65
SNOWDEN CAPITAL ADVISORS LLC — reported RAUM up 27% ($5.93B -> $7.55B). IAPD ↗
65
PORTOLAN CAPITAL MANAGEMENT, LLC — reported RAUM up 30% ($1.22B -> $1.58B). IAPD ↗
65
RFG ADVISORY, LLC — reported RAUM up 28% ($3.86B -> $4.94B). IAPD ↗
65
CORECAP ADVISORS — reported RAUM up 28% ($2.47B -> $3.17B). IAPD ↗
65
EFG ASSET MANAGEMENT (AMERICAS) CORP. — reported RAUM up 27% ($1.51B -> $1.92B). IAPD ↗
65
ANGELES WEALTH MANAGEMENT, LLC — reported RAUM up 26% ($1.80B -> $2.27B). IAPD ↗
65
CLARO ADVISORS, LLC — reported RAUM up 26% ($1.02B -> $1.28B). IAPD ↗
65
FSR WEALTH STRATEGIES — reported RAUM up 54% ($154.3M -> $237.1M). IAPD ↗
65
ARAGON CAPITAL LLC — reported RAUM up 36% ($209.9M -> $285.0M). IAPD ↗
65
OAKTREE ADVISORS LLC — reported RAUM up 54% ($116.2M -> $179.3M). IAPD ↗
65
IBEX WEALTH ADVISORS, LLC — reported RAUM up 36% ($709.7M -> $963.3M). IAPD ↗
65
RMR WEALTH BUILDERS, INC. — reported RAUM up 30% ($1.70B -> $2.20B). IAPD ↗
65
SANCHEZ WEALTH MANAGEMENT GROUP, LLC — reported RAUM up 36% ($342.2M -> $465.5M). IAPD ↗
65
JIM SAULNIER & ASSOCIATES, LLC — reported RAUM up 55% ($116.4M -> $180.0M). IAPD ↗
65
SHUSTER ADVISORY GROUP, LLC — reported RAUM up 26% ($6.28B -> $7.91B). IAPD ↗
65
PINE VALLEY INVESTMENTS — reported RAUM up 25% ($1.74B -> $2.18B). IAPD ↗
65
SANCTUARY ADVISORS, LLC — reported RAUM up 26% ($22.02B -> $27.70B). IAPD ↗
65
SPYGLASS CAPITAL MANAGEMENT, LLC — reported RAUM up 28% ($1.40B -> $1.79B). IAPD ↗
65
3EDGE ASSET MANAGEMENT, LP — reported RAUM up 25% ($1.33B -> $1.66B). IAPD ↗
65
GQG PARTNERS — reported RAUM up 27% ($120.57B -> $153.00B). IAPD ↗
65
WADDELL & ASSOCIATES, LLC — reported RAUM up 27% ($1.34B -> $1.70B). IAPD ↗
65
APEXIUM FINANCIAL LP — reported RAUM up 28% ($2.64B -> $3.38B). IAPD ↗
65
PLUM STREET ADVISORS, LLC — reported RAUM up 37% ($261.5M -> $359.4M). IAPD ↗
65
MMBG INVESTMENT ADVISORS CO. — reported RAUM up 25% ($1.97B -> $2.46B). IAPD ↗
65
BLUE RIDGE WEALTH PLANNERS — reported RAUM up 37% ($201.2M -> $275.7M). IAPD ↗
65
MAYTECH GLOBAL INVESTMENTS — reported RAUM up 35% ($627.2M -> $848.5M). IAPD ↗
65
WHITAKER-MYERS WEALTH MANAGERS, LTD. — reported RAUM up 39% ($513.0M -> $713.1M). IAPD ↗
65
PERENNIAL FINANCIAL SERVICES — reported RAUM up 28% ($1.48B -> $1.90B). IAPD ↗
65
OPEROSE ADVISORS LLC — reported RAUM up 28% ($1.25B -> $1.60B). IAPD ↗
65
BORDEAUX WEALTH ADVISORS — reported RAUM up 27% ($4.44B -> $5.64B). IAPD ↗
65
MAYPORT WEALTH MANAGEMENT — reported RAUM up 37% ($350.4M -> $481.5M). IAPD ↗
65
ASTORIA PORTFOLIO ADVISORS LLC — reported RAUM up 39% ($504.2M -> $698.8M). IAPD ↗
65
BEACON GLOBAL ADVISOR NETWORK, LLC — reported RAUM up 36% ($291.6M -> $396.9M). IAPD ↗
65
CAPITA FINANCIAL NETWORK, LLC — reported RAUM up 27% ($1.46B -> $1.85B). IAPD ↗
65
THAYER PARTNERS LLC — reported RAUM up 36% ($294.8M -> $401.3M). IAPD ↗
65
BRIDGEWEALTH ADVISORY GROUP, LLC — reported RAUM up 40% ($530.1M -> $740.1M). IAPD ↗
65
CUSTOS FAMILY OFFICE LLC — reported RAUM up 37% ($531.8M -> $729.6M). IAPD ↗
65
HASSELL WEALTH MANAGEMENT — reported RAUM up 36% ($255.8M -> $348.6M). IAPD ↗
65
RESONANT CAPITAL ADVISORS, LLC — reported RAUM up 27% ($1.75B -> $2.22B). IAPD ↗
65
SUMMIT FINANCIAL, LLC — reported RAUM up 30% ($11.55B -> $14.96B). IAPD ↗
65
INDEPENDENCE SQUARE HOLDINGS, LLC — reported RAUM up 30% ($1.15B -> $1.49B). IAPD ↗
65
SEAVIEW INVESTMENT MANAGERS LLC — reported RAUM up 26% ($1.14B -> $1.43B). IAPD ↗
65
AUSTIN PRIVATE WEALTH, LLC — reported RAUM up 26% ($1.06B -> $1.33B). IAPD ↗
65
PRESIDIO CAPITAL MANAGEMENT, LLC — reported RAUM up 38% ($288.1M -> $397.4M). IAPD ↗
65
MARINER INDEPENDENT — reported RAUM up 29% ($4.35B -> $5.62B). IAPD ↗
65
FORT STREET ASSET MANAGEMENT LLC — reported RAUM up 51% ($126.0M -> $190.0M). IAPD ↗
65
DELAWARE WEALTH PLANNERS — reported RAUM up 50% ($103.2M -> $155.2M). IAPD ↗
65
CYNDEO WEALTH PARTNERS — reported RAUM up 29% ($2.00B -> $2.58B). IAPD ↗
65
MGB WEALTH MANAGEMENT, LLC — reported RAUM up 36% ($310.5M -> $421.9M). IAPD ↗
65
UNION HERITAGE CAPITAL — reported RAUM up 40% ($200.0M -> $279.8M). IAPD ↗
65
CAPSHIFT ADVISORS — reported RAUM up 36% ($363.1M -> $495.2M). IAPD ↗
65
DRIVEN INVESTMENTS LLC — reported RAUM up 54% ($109.3M -> $168.6M). IAPD ↗
65
ABICH FINANCIAL WEALTH MANAGEMENT, LLC — reported RAUM up 52% ($150.1M -> $227.6M). IAPD ↗
65
SEEK FIRST INC. — reported RAUM up 50% ($135.0M -> $202.7M). IAPD ↗
65
THE NEMES RUSH GROUP, LLC — reported RAUM up 28% ($1.07B -> $1.38B). IAPD ↗
65
MILLER AVENUE ADVISORS LLC — reported RAUM up 51% ($123.2M -> $186.5M). IAPD ↗
65
ELEVATION WEALTH MANAGEMENT — reported RAUM up 55% ($113.4M -> $175.4M). IAPD ↗
65
FACTOR INVESTING GROUP — reported RAUM up 36% ($228.0M -> $309.5M). IAPD ↗
65
BLUEPRINT FINANCIAL ADVISORS — reported RAUM up 52% ($132.5M -> $201.5M). IAPD ↗
65
WEST WEALTH GROUP, LLC — reported RAUM up 35% ($349.3M -> $472.1M). IAPD ↗
65
RAGA PARTNERS LP — reported RAUM up 27% ($1.73B -> $2.19B). IAPD ↗
65
RYAN HERITAGE, LLP — reported RAUM up 54% ($16.7M -> $25.6M). IAPD ↗
65
PETREDIS INVESTMENT ADVISORS — reported RAUM up 26% ($1.11B -> $1.40B). IAPD ↗
65
STENGER FAMILY OFFICE, LLC — reported RAUM up 35% ($320.8M -> $433.4M). IAPD ↗
65
LEGACY WEALTH ADVISORS, LLC — reported RAUM up 36% ($254.9M -> $348.0M). IAPD ↗
65
RELATION WEALTH MANAGEMENT, INC. — reported RAUM up 40% ($299.1M -> $417.9M). IAPD ↗
65
GFG SOLUTIONS — reported RAUM up 51% ($151.1M -> $228.6M). IAPD ↗
65
ALIGN FINANCIAL ADVISORS, LLC — reported RAUM up 55% ($39.5M -> $61.1M). IAPD ↗
64
AMERICAN WEALTH MANAGEMENT, INC. — reported RAUM up 31% ($217.5M -> $284.3M). IAPD ↗
64
WESTBOURNE INVESTMENTS, INC. — reported RAUM up 46% ($151.8M -> $221.1M). IAPD ↗
64
DORSEY, WRIGHT & ASSOCIATES, LLC — reported RAUM up 30% ($578.9M -> $755.1M). IAPD ↗
64
NIGHT OWL CAPITAL MANAGEMENT, LLC — reported RAUM up 33% ($652.7M -> $865.8M). IAPD ↗
64
PORTFOLIO ADVISORY COUNCIL,L.L.C. — reported RAUM up 32% ($351.1M -> $465.0M). IAPD ↗
64
L. K. BENSON & COMPANY, P.C. — reported RAUM up 33% ($277.1M -> $369.1M). IAPD ↗
64
WHITE LIGHTHOUSE INVESTMENT MANAGEMENT, INC. — reported RAUM up 35% ($511.1M -> $689.3M). IAPD ↗
64
OARSMAN CAPITAL, INC — reported RAUM up 32% ($703.3M -> $926.8M). IAPD ↗
64
GLASS WEALTH MANAGEMENT CO., LLC — reported RAUM up 31% ($191.6M -> $251.6M). IAPD ↗
64
THREE MAGNOLIAS FINANCIAL ADVISORS — reported RAUM up 35% ($307.2M -> $414.2M). IAPD ↗
64
CARGILE INVESTMENT MANAGEMENT — reported RAUM up 33% ($288.6M -> $383.0M). IAPD ↗
64
SQUIRE WEALTH ADVISORS — reported RAUM up 31% ($377.2M -> $493.9M). IAPD ↗
64
DETALUS ADVISORS, LLC — reported RAUM up 35% ($687.9M -> $928.4M). IAPD ↗
64
COMPREHENSIVE CAPITAL MANAGEMENT, INC. — reported RAUM up 47% ($48.3M -> $71.0M). IAPD ↗
64
OMNI 360 WEALTH, INC. — reported RAUM up 31% ($248.6M -> $324.5M). IAPD ↗
64
WISER WEALTH MANAGEMENT, INC — reported RAUM up 31% ($307.9M -> $404.6M). IAPD ↗
64
BEACON INVESTMENT ADVISORS LLC — reported RAUM up 31% ($257.8M -> $337.6M). IAPD ↗
64
FRANCIS FINANCIAL — reported RAUM up 33% ($509.7M -> $680.3M). IAPD ↗
64
TURNER FINANCIAL GROUP, INC. — reported RAUM up 48% ($115.7M -> $171.0M). IAPD ↗
64
MEASURED RISK PORTFOLIOS — reported RAUM up 34% ($297.8M -> $400.0M). IAPD ↗
64
MCALVANY WEALTH MANAGEMENT, LLC — reported RAUM up 49% ($91.9M -> $137.1M). IAPD ↗
64
NIXON CAPITAL LLC — reported RAUM up 32% ($256.3M -> $337.5M). IAPD ↗
64
WISNIEWSKI WEALTH MANAGEMENT — reported RAUM up 49% ($159.6M -> $237.2M). IAPD ↗
64
FOUNTAINHEAD FINANCIAL, LLC — reported RAUM up 32% ($342.6M -> $453.5M). IAPD ↗
64
WILLOW GROVE ADVISORS, LLC — reported RAUM up 32% ($227.5M -> $300.1M). IAPD ↗
64
RIVER STREET ADVISORS, LLC — reported RAUM up 31% ($316.2M -> $414.9M). IAPD ↗
64
DRAKE & ASSOCIATES, LLC — reported RAUM up 34% ($313.1M -> $418.8M). IAPD ↗
64
INNOVATIVE ADVISORY PARTNERS, LLC — reported RAUM up 31% ($198.8M -> $260.4M). IAPD ↗
64
BCP ADVISORS LLC — reported RAUM up 32% ($221.0M -> $291.7M). IAPD ↗
64
ROTHSCHILD CAPITAL PARTNERS — reported RAUM up 33% ($351.3M -> $467.8M). IAPD ↗
64
LAKE TAHOE WEALTH MANAGEMENT, INC. — reported RAUM up 34% ($191.6M -> $257.2M). IAPD ↗
64
HD MONEY, INC. — reported RAUM up 30% ($225.9M -> $294.0M). IAPD ↗
64
POINT BRIDGE CAPITAL, LLC — reported RAUM up 32% ($293.7M -> $387.4M). IAPD ↗
64
OBSIDIAN PERSONAL PLANNING SOLUTIONS, LLC — reported RAUM up 30% ($312.8M -> $407.2M). IAPD ↗
64
HOBART WEALTH — reported RAUM up 32% ($326.2M -> $429.7M). IAPD ↗
64
SUMMIT WEALTH MANAGEMENT GROUP, INC. — reported RAUM up 46% ($154.9M -> $226.0M). IAPD ↗
64
MILLENNIAL ADVISERS, LLC. — reported RAUM up 48% ($39.5M -> $58.7M). IAPD ↗
64
NOTE ADVISORS, LLC — reported RAUM up 31% ($292.5M -> $382.2M). IAPD ↗
64
AUSTIN WEALTH MANAGEMENT, LLC — reported RAUM up 35% ($568.4M -> $766.4M). IAPD ↗
64
GENERATIONS WEALTH, LLC — reported RAUM up 30% ($207.2M -> $270.0M). IAPD ↗
64
LEAR INVESTMENT MANAGEMENT — reported RAUM up 33% ($604.0M -> $805.7M). IAPD ↗
64
ROUBAIX CAPITAL, LLC — reported RAUM up 34% ($199.0M -> $266.4M). IAPD ↗
64
PANDOWEALTH. LLC — reported RAUM up 32% ($299.3M -> $396.0M). IAPD ↗
64
CLIENT FIRST INVESTMENT MANAGEMENT LLC — reported RAUM up 46% ($126.2M -> $184.4M). IAPD ↗
64
PARADIGM WEALTH ADVISORY LLC — reported RAUM up 31% ($356.1M -> $468.3M). IAPD ↗
64
HAYDEN CAPITAL — reported RAUM up 48% ($41.2M -> $60.9M). IAPD ↗
64
GOEHRING & ROZENCWAJG ASSOCIATES, LLC — reported RAUM up 34% ($543.8M -> $726.2M). IAPD ↗
64
SPINNAKER INVESTMENT GROUP, LLC — reported RAUM up 30% ($676.8M -> $882.0M). IAPD ↗
64
MASTODON ADVISORY GROUP — reported RAUM up 34% ($304.0M -> $406.6M). IAPD ↗
64
JEMMA FINANCIAL SERVICES — reported RAUM up 48% ($98.8M -> $145.9M). IAPD ↗
64
DECKER RETIREMENT PLANNING INC. — reported RAUM up 33% ($213.6M -> $285.1M). IAPD ↗
64
RETIREWISE TAX AND WEALTH ADVISORS, INC. — reported RAUM up 48% ($115.3M -> $170.1M). IAPD ↗
64
DAVIMAN FINANCIAL, LLC — reported RAUM up 48% ($103.6M -> $152.8M). IAPD ↗
64
AQUA ADVISORS LLC — reported RAUM up 50% ($147.7M -> $221.4M). IAPD ↗
64
TRUE FINANCIAL GROUP — reported RAUM up 33% ($261.0M -> $346.0M). IAPD ↗
64
CAPITAL SQUARE, LLC — reported RAUM up 30% ($301.9M -> $393.6M). IAPD ↗
64
ONE CHARLES PRIVATE WEALTH — reported RAUM up 31% ($715.1M -> $936.4M). IAPD ↗
64
BENCHMARK FINANCIAL WEALTH ADVISORS LLC — reported RAUM up 31% ($549.0M -> $721.7M). IAPD ↗
64
MADISON GLOBAL ADVISORS LLC — reported RAUM up 45% ($55.4M -> $80.4M). IAPD ↗
64
FOUNTAINHEAD AM, LLC — reported RAUM up 30% ($739.2M -> $964.5M). IAPD ↗
64
FIDELIS WEALTH ADVISORS — reported RAUM up 31% ($192.9M -> $253.2M). IAPD ↗
64
BLUE SQUARE ASSET MANAGEMENT, LLC — reported RAUM up 30% ($274.8M -> $357.7M). IAPD ↗
64
BLUE INVESTMENT PARTNERS LLC — reported RAUM up 32% ($259.7M -> $342.1M). IAPD ↗
64
SPECTRUM WEALTH ADVISORY GROUP, LLC — reported RAUM up 31% ($282.8M -> $370.0M). IAPD ↗
64
KDK PRIVATE WEALTH MANAGEMENT — reported RAUM up 33% ($359.8M -> $478.8M). IAPD ↗
64
BELLWETHER WEALTH — reported RAUM up 33% ($516.6M -> $685.0M). IAPD ↗
64
FIRST EAGLE SEPARATE ACCOUNT MANAGEMENT, LLC — reported RAUM up 35% ($261.1M -> $352.2M). IAPD ↗
64
DAHRING | CUSMANO AND ASSOCIATES — reported RAUM up 32% ($535.1M -> $707.1M). IAPD ↗
64
EMERALD ADVISORS, LLC — reported RAUM up 33% ($678.9M -> $904.4M). IAPD ↗
64
BLACK KNIGHT WEALTH MANAGEMENT, LLC — reported RAUM up 47% ($163.2M -> $240.0M). IAPD ↗
64
PALATINE HILL WEALTH MANAGEMENT — reported RAUM up 35% ($189.1M -> $254.4M). IAPD ↗
64
GRAYSTONE PARTNERS WEALTH MANAGEMENT, LLC — reported RAUM up 31% ($265.7M -> $348.9M). IAPD ↗
64
VIRTERA PARTNERS LLC — reported RAUM up 31% ($346.9M -> $455.8M). IAPD ↗
64
RISKBRIDGE ADVISORS, LLC — reported RAUM up 32% ($633.0M -> $833.8M). IAPD ↗
64
RWM CAPITAL, LLC — reported RAUM up 50% ($107.9M -> $161.4M). IAPD ↗
64
RETIREMENT PLANNING SOLUTIONS, LLC — reported RAUM up 32% ($285.4M -> $376.8M). IAPD ↗
64
VISTA FINANCE, LLC — reported RAUM up 31% ($209.7M -> $273.8M). IAPD ↗
64
VANTAGE FINANCIAL PARTNERS, LLC — reported RAUM up 32% ($612.1M -> $810.7M). IAPD ↗
64
HERITAGE WEALTH MANAGEMENT, INC. — reported RAUM up 30% ($377.0M -> $491.2M). IAPD ↗
64
PROATHLETE WEALTH MANAGEMENT LLC — reported RAUM up 34% ($233.3M -> $312.0M). IAPD ↗
64
BANCOLOMBIA CAPITAL ADVISERS LLC — reported RAUM up 50% ($162.6M -> $243.4M). IAPD ↗
64
NEW INSIGHT WEALTH ADVISORS — reported RAUM up 31% ($258.3M -> $338.8M). IAPD ↗
64
REMBRANDT FINANCIAL GROUP LLC — reported RAUM up 50% ($126.0M -> $188.6M). IAPD ↗
64
MOSLEY WEALTH MANAGEMENT, INC. — reported RAUM up 46% ($126.9M -> $185.1M). IAPD ↗
64
HIDDEN COVE WEALTH MANAGEMENT — reported RAUM up 33% ($252.9M -> $335.2M). IAPD ↗
64
CONWAY PARTNERS — reported RAUM up 47% ($84.2M -> $124.2M). IAPD ↗
64
CANOPY PARTNERS — reported RAUM up 34% ($596.8M -> $799.2M). IAPD ↗
64
CORDINGLEY & PARKINSON WEALTH MANAGEMENT — reported RAUM up 49% ($129.9M -> $193.0M). IAPD ↗
64
FIRST FINANCIAL ADVISORY SERVICES INC — reports 26-50 financial-planning clients, up from 1-10. IAPD ↗
64
INTRACK INVESTMENT MANAGEMENT, INC. — reports 26-50 financial-planning clients, up from 1-10. IAPD ↗
64
TRUST ADVISORY GROUP LTD — reports 51-100 financial-planning clients, up from 11-25. IAPD ↗
64
NEWMAN DIGNAN & SHEERAR, INC — reports 11-25 financial-planning clients, up from 0. IAPD ↗
64
PROFESSIONAL FINANCIAL SOLUTIONS, LLC — reports 26-50 financial-planning clients, up from 1-10. IAPD ↗
64
STEWARDSHIP TRUST ADVISORS — reports 101-250 financial-planning clients, up from 11-25. IAPD ↗
64
DICKMEYER BOYCE FINANCIAL MANAGEMENT, INC — reports 51-100 financial-planning clients, up from 11-25. IAPD ↗
64
PIONEER WEALTH MANAGEMENT GROUP — reports More than 500 financial-planning clients, up from 101-250. IAPD ↗
64
NESTEGGS, INC. — reports 11-25 financial-planning clients, up from 0. IAPD ↗
64
BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC — reports 251-500 financial-planning clients, up from 51-100. IAPD ↗
64
ANDERSON GROWTH PARTNERS, LLC — reports 101-250 financial-planning clients, up from 26-50. IAPD ↗
64
COLOMB INVESTMENT MANAGEMENT COMPANY, LLC — reports 51-100 financial-planning clients, up from 1-10. IAPD ↗
64
PACIFIC FINANCIAL STRATEGIES, INC — reports 51-100 financial-planning clients, up from 1-10. IAPD ↗
64
RIVER STREET ADVISORS, LLC — reports 11-25 financial-planning clients, up from 0. IAPD ↗
64
WWM FINANCIAL — reports 11-25 financial-planning clients, up from 0. IAPD ↗
64
ARTHUR STEIN FINANCIAL, LLC — reports 51-100 financial-planning clients, up from 1-10. IAPD ↗
64
ELMWOOD WEALTH MANAGEMENT — reports 51-100 financial-planning clients, up from 11-25. IAPD ↗
64
THE MAIN STREET GROUP — reports 51-100 financial-planning clients, up from 11-25. IAPD ↗
64
BALBOA WEALTH PARTNERS, INC. — reports 51-100 financial-planning clients, up from 11-25. IAPD ↗
64
ASTORIA PORTFOLIO ADVISORS LLC — reports 11-25 financial-planning clients, up from 0. IAPD ↗
64
PEAK PLANNING GROUP, LLC — reports 251-500 financial-planning clients, up from 51-100. IAPD ↗
64
FINANCIAL FREEDOM FOR DENTISTS LLC — reports 51-100 financial-planning clients, up from 1-10. IAPD ↗
64
KEYSTONE FINANCIAL SERVICES, LLC — reports 26-50 financial-planning clients, up from 0. IAPD ↗
64
SAN LUIS WEALTH ADVISORS — reports 101-250 financial-planning clients, up from 26-50. IAPD ↗
64
RISKBRIDGE ADVISORS, LLC — reports 26-50 financial-planning clients, up from 1-10. IAPD ↗
64
SAGE ADVISORS LLC — reports 26-50 financial-planning clients, up from 0. IAPD ↗
64
POWER WEALTH MANAGEMENT — reports 101-250 financial-planning clients, up from 26-50. IAPD ↗
64
DAVIS INVESTMENT PARTNERS, LLC — reports 11-25 financial-planning clients, up from 0. IAPD ↗
64
HIBERNIA WEALTH PARTNERS, LLC — reports 26-50 financial-planning clients, up from 1-10. IAPD ↗
64
ANCHOR BAY PRIVATE WEALTH LLC — reports 26-50 financial-planning clients, up from 0. IAPD ↗
64
JN PRIVATE WEALTH MANAGEMENT LLC — reports 26-50 financial-planning clients, up from 0. IAPD ↗
64
SIERRA SUMMIT ADVISORS LLC — reports 26-50 financial-planning clients, up from 1-10. IAPD ↗
64
DELARME WEALTH MANAGEMENT, INC. — reports 26-50 financial-planning clients, up from 0. IAPD ↗
64
GATEPASS CAPITAL, LLC — reports 51-100 financial-planning clients, up from 1-10. IAPD ↗
64
MINDSET WEALTH MANAGEMENT, LLC — reports 11-25 financial-planning clients, up from 0. IAPD ↗
64
RESHAPE WEALTH — reports 26-50 financial-planning clients, up from 0. IAPD ↗
64
CORRALES & CO. — reports 26-50 financial-planning clients, up from 0. IAPD ↗
64
PERSPECTIVE WEALTH ADVISORS — reports 26-50 financial-planning clients, up from 0. IAPD ↗
63
W&S BROKERAGE SERVICES, INC. — reported RAUM up 43% ($122.9M -> $175.8M). IAPD ↗
63
ORIENTAL FINANCIAL SERVICES LLC — reported RAUM up 27% ($283.6M -> $360.6M). IAPD ↗
63
GREENBERG FINANCIAL GROUP — reported RAUM up 29% ($257.8M -> $331.2M). IAPD ↗
63
HORAN WEALTH MANAGEMENT — reported RAUM up 28% ($545.2M -> $698.2M). IAPD ↗
63
CHASE INVESTMENT COUNSEL CORPORATION — reported RAUM up 27% ($354.8M -> $452.2M). IAPD ↗
63
DILLON & ASSOCIATES INC — reported RAUM up 30% ($656.5M -> $852.7M). IAPD ↗
63
HARTLINE INVESTMENT CORPORATION — reported RAUM up 29% ($659.3M -> $851.5M). IAPD ↗
63
ASPYRE WEALTH PARTNERS — reported RAUM up 25% ($534.8M -> $669.3M). IAPD ↗
63
CLEARBROOK INVESTMENT CONSULTING LLC — reported RAUM up 27% ($369.9M -> $470.1M). IAPD ↗
63
BLUE FIN CAPITAL, INC. — reported RAUM up 28% ($507.5M -> $650.6M). IAPD ↗
63
STEGINSKY CAPITAL LLC — reported RAUM up 29% ($369.9M -> $477.0M). IAPD ↗
63
JOHN MOORE & ASSOCIATES INC — reported RAUM up 28% ($758.2M -> $970.2M). IAPD ↗
63
KNIGHTSBRIDGE WEALTH MANAGEMENT — reported RAUM up 29% ($643.7M -> $833.5M). IAPD ↗
63
QUAD CITY INVESTMENT CENTER — reported RAUM up 26% ($245.2M -> $308.6M). IAPD ↗
63
STRATEGIC PLANNING GROUP — reported RAUM up 29% ($513.8M -> $660.6M). IAPD ↗
63
CAPITAL IDEAS — reported RAUM up 30% ($213.7M -> $277.0M). IAPD ↗
63
CASTELLANO & ASSOCIATES — reported RAUM up 41% ($113.8M -> $160.6M). IAPD ↗
63
STRAVA WEALTH — reported RAUM up 27% ($305.6M -> $388.1M). IAPD ↗
63
HEDEKER WEALTH LLC — reported RAUM up 28% ($367.0M -> $470.1M). IAPD ↗
63
PKS ADVISORY SERVICES, LLC — reported RAUM up 30% ($697.7M -> $905.4M). IAPD ↗
63
GRANITE GROUP ADVISORS, LLC — reported RAUM up 26% ($565.2M -> $711.3M). IAPD ↗
63
CONFIDENCE WEALTH MANAGEMENT, INC. — reported RAUM up 29% ($267.1M -> $344.2M). IAPD ↗
63
COLTON GROOME FINANCIAL ADVISORS, LLC — reported RAUM up 27% ($350.8M -> $444.0M). IAPD ↗
63
KORHORN FINANCIAL GROUP — reported RAUM up 26% ($739.4M -> $934.5M). IAPD ↗
63
NORRIS FINANCIAL GROUP, LLC — reported RAUM up 29% ($195.6M -> $251.6M). IAPD ↗
63
WILSEY ASSET MANAGEMENT INCORPORATED — reported RAUM up 27% ($511.4M -> $650.0M). IAPD ↗
63
GOODWIN INVESTMENT ADVISORY — reported RAUM up 30% ($265.9M -> $344.4M). IAPD ↗
63
PIONEER WEALTH MANAGEMENT GROUP — reported RAUM up 27% ($214.8M -> $273.7M). IAPD ↗
63
TEAM FINANCIAL STRATEGIES — reported RAUM up 27% ($203.2M -> $257.4M). IAPD ↗
63
BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC — reported RAUM up 27% ($670.7M -> $854.7M). IAPD ↗
63
MARYLAND CAPITAL ADVISORS, INC. — reported RAUM up 25% ($342.1M -> $428.6M). IAPD ↗
63
THE RICE PARTNERSHIP, LLC — reported RAUM up 29% ($609.4M -> $785.8M). IAPD ↗
63
MONARCH WEALTH STRATEGIES — reported RAUM up 29% ($336.8M -> $434.8M). IAPD ↗
63
CARDINAL WEALTH ADVISORY, LLC — reported RAUM up 43% ($145.4M -> $208.2M). IAPD ↗
63
UNIWEALTH ADVISORS, INC. — reported RAUM up 25% ($255.7M -> $319.9M). IAPD ↗
63
PEACHTREE WEALTH ADVISORS, INC — reported RAUM up 26% ($275.6M -> $346.8M). IAPD ↗
63
HILTON HEAD FINANCIAL ADVISORS, INC. — reported RAUM up 27% ($283.3M -> $358.7M). IAPD ↗
63
STERLING INVESTMENT ADVISORS LTD. — reported RAUM up 29% ($745.8M -> $961.4M). IAPD ↗
63
ROONEY CAPITAL MANAGEMENT, INC. — reported RAUM up 27% ($303.8M -> $385.2M). IAPD ↗
63
MARKOWSKI INVESTMENTS — reported RAUM up 26% ($325.0M -> $410.2M). IAPD ↗
63
MILLER FINANCIAL SERVICES LLC — reported RAUM up 25% ($328.0M -> $411.1M). IAPD ↗
63
PINNACLE FAMILY ADVISORS, LLC — reported RAUM up 25% ($272.1M -> $341.3M). IAPD ↗
63
PRINCETON GLOBAL ASSET MANAGEMENT LLC — reported RAUM up 29% ($605.8M -> $782.8M). IAPD ↗
63
DRAPER ASSET MANAGEMENT, LLC — reported RAUM up 42% ($137.3M -> $195.6M). IAPD ↗
63
STRAIGHT PATH WEALTH MANAGEMENT — reported RAUM up 28% ($271.5M -> $348.0M). IAPD ↗
63
PRAIRIEWOOD WEALTH MANAGEMENT — reported RAUM up 26% ($216.8M -> $274.0M). IAPD ↗
63
GLOBAL WEALTH MANAGEMENT, L.C. — reported RAUM up 40% ($124.6M -> $174.8M). IAPD ↗
63
CYPRESS FINANCIAL PLANNING — reported RAUM up 28% ($307.7M -> $395.0M). IAPD ↗
63
HAYDEN HARPER WEALTH ADVISORY, LLC — reported RAUM up 42% ($119.1M -> $168.8M). IAPD ↗
63
LOYOLA ASSET MANAGEMENT LLC — reported RAUM up 29% ($203.8M -> $263.3M). IAPD ↗
63
RCM WEALTH ADVISORS — reported RAUM up 27% ($254.8M -> $324.0M). IAPD ↗
63
KESSLER INVESTMENT GROUP, LLC — reported RAUM up 28% ($234.8M -> $300.4M). IAPD ↗
63
DESERT ROSE CAPITAL MANAGEMENT, INC. — reported RAUM up 42% ($79.6M -> $112.7M). IAPD ↗
63
STONEBRIDGE FINANCIAL PLANNING GROUP, LLC — reported RAUM up 28% ($219.8M -> $281.0M). IAPD ↗
63
JT STRATFORD, LLC — reported RAUM up 26% ($644.9M -> $814.9M). IAPD ↗
63
TRICORD ADVISORS, INC. — reported RAUM up 30% ($201.4M -> $261.7M). IAPD ↗
63
GOODHAVEN CAPITAL MANAGEMENT — reported RAUM up 29% ($336.4M -> $434.7M). IAPD ↗
63
MILLINGTON FINANCIAL ADVISORS, LLC — reported RAUM up 42% ($158.5M -> $224.4M). IAPD ↗
63
BLUESTONE CAPITAL MANAGEMENT, LLC — reported RAUM up 25% ($281.0M -> $351.5M). IAPD ↗
63
MILLS WEALTH ADVISORS, LLC — reported RAUM up 27% ($346.2M -> $440.1M). IAPD ↗
63
SOLOMON API LLC — reported RAUM up 29% ($280.0M -> $362.0M). IAPD ↗
63
SIGNIFY WEALTH LLC — reported RAUM up 30% ($218.4M -> $283.7M). IAPD ↗
63
AMJ FINANCIAL WEALTH MANAGEMENT LLC — reported RAUM up 28% ($334.6M -> $427.4M). IAPD ↗
63
JCSD CAPITAL, LLC — reported RAUM up 45% ($120.4M -> $174.4M). IAPD ↗
63
SECOND HALF FINANCIAL PARTNERS, LLC — reported RAUM up 28% ($284.0M -> $364.1M). IAPD ↗
63
FULLCIRCLE WEALTH LLC — reported RAUM up 27% ($310.6M -> $393.5M). IAPD ↗
63
CONCENTRUM WEALTH MANAGEMENT — reported RAUM up 30% ($623.5M -> $809.3M). IAPD ↗
63
TALLWOODS PARTNERS, LLC — reported RAUM up 25% ($247.8M -> $310.7M). IAPD ↗
63
CABLE CAR CAPITAL, LP — reported RAUM up 29% ($198.0M -> $254.6M). IAPD ↗
63
BRIGHT WEALTH MANAGEMENT, LLC — reported RAUM up 43% ($160.0M -> $229.0M). IAPD ↗
63
GRANDVIEW ASSET MANAGEMENT LLC — reported RAUM up 29% ($263.6M -> $340.0M). IAPD ↗
63
MODERN CAPITAL GROUP LLC — reported RAUM up 41% ($30.1M -> $42.5M). IAPD ↗
63
COYLE CAPITAL, LLC — reported RAUM up 28% ($625.9M -> $800.5M). IAPD ↗
63
REDWOOD WEALTH MANAGEMENT, LLC — reported RAUM up 29% ($381.0M -> $493.0M). IAPD ↗
63
LEGACY WEALTH MANAGEMENT, LLC — reported RAUM up 28% ($373.2M -> $476.5M). IAPD ↗
63
THE MAIN STREET GROUP — reported RAUM up 28% ($324.9M -> $414.6M). IAPD ↗
63
WYNN CAPITAL — reported RAUM up 25% ($200.4M -> $251.0M). IAPD ↗
63
POLARIS FINANCIAL, LLC — reported RAUM up 44% ($34.4M -> $49.6M). IAPD ↗
63
WINTHROP PARTNERS - EPA, LLC — reported RAUM up 42% ($42.2M -> $59.8M). IAPD ↗
63
FIRST AMERICAN ASSET ADVISORY, LLC — reported RAUM up 41% ($99.7M -> $140.2M). IAPD ↗
63
SGH WEALTH MANAGEMENT — reported RAUM up 28% ($354.2M -> $453.7M). IAPD ↗
63
SEABIRD INVESTMENT PARTNERS — reported RAUM up 28% ($275.8M -> $354.4M). IAPD ↗
63
SMART MONEY GROUP, LLC — reported RAUM up 29% ($286.5M -> $368.9M). IAPD ↗
63
INTEGRATED CAPITAL MANAGEMENT — reported RAUM up 30% ($283.2M -> $367.6M). IAPD ↗
63
BRASS TAX WEALTH MANAGEMENT — reported RAUM up 28% ($674.3M -> $860.2M). IAPD ↗
63
PALO ALTO WEALTH ADVISORS, LLC — reported RAUM up 30% ($592.9M -> $770.4M). IAPD ↗
63
KEENAN FINANCIAL — reported RAUM up 44% ($102.7M -> $148.0M). IAPD ↗
63
COMMONWEALTH RETIREMENT INVESTMENTS LLC — reported RAUM up 27% ($240.4M -> $306.2M). IAPD ↗
63
SILVER GROVE ADVISORY SERVICES — reported RAUM up 27% ($256.4M -> $326.6M). IAPD ↗
63
INVICTA FINANCIAL GROUP — reported RAUM up 29% ($251.0M -> $324.6M). IAPD ↗
63
HFM INVESTMENT ADVISORS, LLC — reported RAUM up 26% ($261.2M -> $329.3M). IAPD ↗
63
SHARP FINANCIAL — reported RAUM up 29% ($304.7M -> $391.9M). IAPD ↗
63
OWEN LARUE FINANCIAL GROUP — reported RAUM up 26% ($272.9M -> $343.1M). IAPD ↗
63
GLOBAL FINANCIAL PRIVATE CLIENT — reported RAUM up 29% ($515.7M -> $666.9M). IAPD ↗
63
RESOLUTE WEALTH ADVISOR, INC. — reported RAUM up 29% ($199.7M -> $258.4M). IAPD ↗
63
CENTENNIAL ADVISORS, LLC — reported RAUM up 43% ($118.9M -> $169.8M). IAPD ↗
63
BLACKDIAMOND WEALTH MANAGEMENT, LLC — reported RAUM up 29% ($249.0M -> $322.4M). IAPD ↗
63
BRADLEY & COMPANY PRIVATE WEALTH MANAGEMENT, LLC — reported RAUM up 40% ($160.5M -> $224.7M). IAPD ↗
63
CALLODINE CAPITAL MANAGEMENT — reported RAUM up 30% ($607.4M -> $787.3M). IAPD ↗
63
MINDFUL WEALTH LLC — reported RAUM up 42% ($132.9M -> $188.3M). IAPD ↗
63
MERKLE RETIREMENT PLANNING — reported RAUM up 28% ($334.8M -> $428.5M). IAPD ↗
63
CASTLE COAST WEALTH, LLC — reported RAUM up 27% ($324.3M -> $412.3M). IAPD ↗
63
JOURNEY WEALTH MANAGEMENT — reported RAUM up 25% ($750.7M -> $940.7M). IAPD ↗
63
MATCH GRADE ADVISORS — reported RAUM up 29% ($279.3M -> $361.0M). IAPD ↗
63
HAWKE FINANCIAL GROUP — reported RAUM up 28% ($198.3M -> $254.3M). IAPD ↗
63
MONTZ HARCUS WEALTH MANAGEMENT — reported RAUM up 27% ($563.8M -> $713.7M). IAPD ↗
63
SCHORN WEALTH — reported RAUM up 27% ($289.9M -> $367.8M). IAPD ↗
63
GREEN RIDGE WEALTH PLANNING LLC — reported RAUM up 25% ($240.9M -> $301.6M). IAPD ↗
63
ABBEY STREET — reported RAUM up 29% ($245.0M -> $315.1M). IAPD ↗
63
SYNERGY FINANCIAL PARTNERS, LLC — reported RAUM up 26% ($221.7M -> $280.0M). IAPD ↗
63
LOFTIN WEALTH PARTNERS — reported RAUM up 25% ($233.6M -> $292.4M). IAPD ↗
63
CW INVESTMENT ADVISERS, LLC — reported RAUM up 29% ($685.5M -> $884.0M). IAPD ↗
63
RUNNING POINT CAPITAL ADVISORS LLC — reported RAUM up 29% ($509.4M -> $656.9M). IAPD ↗
63
NBC CAPITAL ADVISORS — reported RAUM up 26% ($563.7M -> $710.5M). IAPD ↗
63
FOURTH DIMENSION WEALTH, LLC — reported RAUM up 30% ($218.6M -> $283.6M). IAPD ↗
63
WASHINGTON AVENUE ADVISORS — reported RAUM up 28% ($224.2M -> $286.6M). IAPD ↗
63
MASON & ASSOCIATES, LLC — reported RAUM up 27% ($319.0M -> $403.9M). IAPD ↗
63
ODEON CAPITAL ADVISORS LLC — reported RAUM up 28% ($613.5M -> $786.0M). IAPD ↗
63
WISDOM CAPITAL ASSET MANAGEMENT, LLC — reported RAUM up 45% ($52.8M -> $76.5M). IAPD ↗
63
FINANCIAL FORUM, INC. — reported RAUM up 28% ($216.4M -> $276.0M). IAPD ↗
63
BOSUN ASSET MANAGEMENT, LLC — reported RAUM up 28% ($247.6M -> $316.2M). IAPD ↗
63
SERENITY INVESTMENT ADVISORS — reported RAUM up 27% ($296.9M -> $376.0M). IAPD ↗
63
MANER WEALTH — reported RAUM up 44% ($172.7M -> $248.3M). IAPD ↗
63
ROBERTS WEALTH ADVISORS, LLC — reported RAUM up 26% ($306.1M -> $385.4M). IAPD ↗
63
PTM WEALTH MANAGEMENT, LLC — reported RAUM up 41% ($124.1M -> $175.3M). IAPD ↗
63
SAN LUIS WEALTH ADVISORS — reported RAUM up 26% ($561.1M -> $705.5M). IAPD ↗
63
THE INVICTUS COLLECTIVE, LLC — reported RAUM up 29% ($308.5M -> $399.4M). IAPD ↗
63
CARROLL INVESTORS, INC. — reported RAUM up 42% ($150.4M -> $213.3M). IAPD ↗
63
GREENUP STREET WEALTH MANAGEMENT LLC — reported RAUM up 30% ($510.8M -> $661.7M). IAPD ↗
63
MARIPAU WEALTH MANAGEMENT LLC — reported RAUM up 26% ($235.0M -> $296.1M). IAPD ↗
63
PARAGON PRIVATE WEALTH MANAGEMENT LLC — reported RAUM up 25% ($283.0M -> $354.9M). IAPD ↗
63
PRINCETON VALUE PARTNERS LLC — reported RAUM up 41% ($25.9M -> $36.6M). IAPD ↗
63
VICKERMAN INVESTMENT ADVISORS, INC. — reported RAUM up 25% ($372.1M -> $466.6M). IAPD ↗
63
CRANE & ASSOCIATES WEALTH MANAGEMENT — reported RAUM up 25% ($645.5M -> $809.4M). IAPD ↗
63
FINANCIAL DESIGNS WEALTH MANAGEMENT — reported RAUM up 41% ($137.7M -> $194.8M). IAPD ↗
63
ALPHA LEONIS PARTNERS, LLC — reported RAUM up 28% ($292.6M -> $373.3M). IAPD ↗
63
POWER WEALTH MANAGEMENT — reported RAUM up 30% ($293.8M -> $381.4M). IAPD ↗
63
ENZI WEALTH — reported RAUM up 26% ($337.0M -> $424.0M). IAPD ↗
63
HORIZON FAMILY WEALTH, INC. — reported RAUM up 27% ($220.7M -> $279.7M). IAPD ↗
63
KERBEROS CAPITAL MANAGEMENT LLC — reported RAUM up 29% ($270.0M -> $348.6M). IAPD ↗
63
COMPASS FINANCIAL ADVISORY SERVICES, LLC — reported RAUM up 25% ($354.0M -> $443.8M). IAPD ↗
63
RADIANT GLOBAL INVESTORS LLC — reported RAUM up 44% ($37.0M -> $53.3M). IAPD ↗
63
TRIFECTA CAPITAL ADVISORS, LLC — reported RAUM up 25% ($567.6M -> $712.2M). IAPD ↗
63
SENIOR TAX ADVISORY GROUP, INC. — reported RAUM up 44% ($61.4M -> $88.5M). IAPD ↗
63
PACE FINANCIAL ADVISORS — reported RAUM up 30% ($301.0M -> $390.1M). IAPD ↗
63
ONESOURCE WEALTH MANAGEMENT — reported RAUM up 40% ($100.0M -> $140.0M). IAPD ↗
63
MICHELS FAMILY FINANCIAL, LLC — reported RAUM up 25% ($242.6M -> $303.5M). IAPD ↗
63
TABLEAUX WEALTH — reported RAUM up 41% ($109.3M -> $154.3M). IAPD ↗
63
FOX HILL WEALTH MANAGEMENT — reported RAUM up 27% ($198.4M -> $251.8M). IAPD ↗
63
DUNBAR ASSOCIATES, LLC — reported RAUM up 25% ($213.2M -> $267.1M). IAPD ↗
63
TWIN PEAKS WEALTH ADVISORS — reported RAUM up 29% ($318.5M -> $410.4M). IAPD ↗
63
DFS ADVISORY — reported RAUM up 40% ($102.8M -> $144.0M). IAPD ↗
63
ELEVATUS WEALTH MANAGEMENT, LLC — reported RAUM up 26% ($346.5M -> $438.1M). IAPD ↗
63
BRB FINANZ USA — reported RAUM up 29% ($202.2M -> $261.0M). IAPD ↗
63
FIDUCIARY BENEFITS GROUP — reported RAUM up 29% ($651.5M -> $843.4M). IAPD ↗
63
NICHOLSON WEALTH MANAGEMENT GROUP, LLC — reported RAUM up 29% ($226.3M -> $291.3M). IAPD ↗
63
VISTA INVESTMENT PARTNERS — reported RAUM up 29% ($249.6M -> $321.8M). IAPD ↗
63
LEGACY BEYOND WEALTH LLC — reported RAUM up 43% ($140.0M -> $200.0M). IAPD ↗
63
STIFEL, NICOLAUS & COMPANY, INCORPORATED — reports 11-25 financial-planning clients, up from 1-10. IAPD ↗
63
SHUFRO, ROSE & CO., LLC — reports 101-250 financial-planning clients, up from 51-100. IAPD ↗
63
EQUITABLE ADVISORS, LLC — reports 251-500 financial-planning clients, up from 101-250. IAPD ↗
63
THE INVESTMENT COUNSEL COMPANY — reports 251-500 financial-planning clients, up from 101-250. IAPD ↗
63
STIFEL INDEPENDENT ADVISORS, LLC — reports 1-10 financial-planning clients, up from 0. IAPD ↗
63
GIRARD ADVISORY SERVICES, LLC — reports 101-250 financial-planning clients, up from 51-100. IAPD ↗
63
CUSO FINANCIAL SERVICES, L.P. — reports 101-250 financial-planning clients, up from 51-100. IAPD ↗
63
GOELZER INVESTMENT MANAGEMENT — reports 101-250 financial-planning clients, up from 51-100. IAPD ↗
63
HOWLAND CAPITAL MANAGEMENT LLC — reports More than 500 financial-planning clients, up from 251-500. IAPD ↗
63
NBT CAPITAL MANAGEMENT, INC. — reports 251-500 financial-planning clients, up from 101-250. IAPD ↗
63
PINNACLE ADVISORS — reports More than 500 financial-planning clients, up from 251-500. IAPD ↗
63
INVESTMENT CONSULTING GROUP INC — reports 11-25 financial-planning clients, up from 1-10. IAPD ↗
63
FORT WASHINGTON INVESTMENT ADVISORS INC — reports 101-250 financial-planning clients, up from 51-100. IAPD ↗
63
MERITAGE PORTFOLIO MANAGEMENT, INC. — reports 101-250 financial-planning clients, up from 51-100. IAPD ↗
63
SJS INVESTMENT SERVICES — reports More than 500 financial-planning clients, up from 251-500. IAPD ↗
63
EUBEL BRADY & SUTTMAN — reports 51-100 financial-planning clients, up from 26-50. IAPD ↗
63
SFMG WEALTH ADVISORS — reports More than 500 financial-planning clients, up from 251-500. IAPD ↗
63
MASLOW WEALTH ADVISORS — reports 251-500 financial-planning clients, up from 101-250. IAPD ↗
63
CJM WEALTH ADVISERS, LTD. — reports More than 500 financial-planning clients, up from 251-500. IAPD ↗
63
LEAVELL INVESTMENT MANAGEMENT, INC. — reports 51-100 financial-planning clients, up from 26-50. IAPD ↗
63
BRIDGES INVESTMENT MANAGEMENT INC — reports 26-50 financial-planning clients, up from 11-25. IAPD ↗
63
DEARBORN PARTNERS L.L.C. — reports 101-250 financial-planning clients, up from 51-100. IAPD ↗
63
COLDSTREAM WEALTH MANAGEMENT — reports More than 500 financial-planning clients, up from 251-500. IAPD ↗
63
CREATIVE FINANCIAL DESIGNS, INC. — reports 251-500 financial-planning clients, up from 101-250. IAPD ↗
63
BITTERROOT CAPITAL ADVISORS LLC — reports 11-25 financial-planning clients, up from 1-10. IAPD ↗
63
BUFFINGTON MOHR MCNEAL — reports 251-500 financial-planning clients, up from 101-250. IAPD ↗
63
HOMESTEAD ADVISERS CORP. — reports 1-10 financial-planning clients, up from 0. IAPD ↗
63
BEESE FULMER PRIVATE WEALTH MANAGEMENT — reports 11-25 financial-planning clients, up from 1-10. IAPD ↗
63
APPLETON PARTNERS, INC. — reports 101-250 financial-planning clients, up from 51-100. IAPD ↗
63
OBERMEYER WEALTH PARTNERS — reports 101-250 financial-planning clients, up from 51-100. IAPD ↗
63
DESTINATION WEALTH MANAGEMENT — reports More than 500 financial-planning clients, up from 251-500. IAPD ↗
63
PENN DAVIS MCFARLAND INC — reports 11-25 financial-planning clients, up from 1-10. IAPD ↗
63
BOUCHEY FINANCIAL GROUP LTD — reports 251-500 financial-planning clients, up from 101-250. IAPD ↗
63
ARGENT ADVISORS, INC. — reports 1-10 financial-planning clients, up from 0. IAPD ↗
63
IMA ADVISORY SERVICES, INC. — reports 1-10 financial-planning clients, up from 0. IAPD ↗
63
ADVISORNET WEALTH PARTNERS — reports More than 500 financial-planning clients, up from 251-500. IAPD ↗
63
AFFIANCE FINANCIAL LLC — reports 26-50 financial-planning clients, up from 11-25. IAPD ↗
63
MONTEREY PRIVATE WEALTH, INC. — reports 26-50 financial-planning clients, up from 11-25. IAPD ↗
63
GREENWOOD CAPITAL ASSOCIATES, LLC — reports 101-250 financial-planning clients, up from 51-100. IAPD ↗
63
FINANCIAL PLAN, INC. — reports 26-50 financial-planning clients, up from 11-25. IAPD ↗
63
ACORN FINANCIAL ADVISORY SERVICES, INC. — reports More than 500 financial-planning clients, up from 251-500. IAPD ↗
63
SYNERGY ASSET MANAGEMENT, LLC — reports 1-10 financial-planning clients, up from 0. IAPD ↗
63
SHEAFF BROCK INVESTMENT ADVISORS, LLC — reports 26-50 financial-planning clients, up from 11-25. IAPD ↗
63
ALTAIR ADVISERS, LLC — reports 101-250 financial-planning clients, up from 51-100. IAPD ↗
63
CERTIFIED ADVISORY CORP — reports 251-500 financial-planning clients, up from 101-250. IAPD ↗
63
SCS CAPITAL MANAGEMENT LLC — reports More than 500 financial-planning clients, up from 251-500. IAPD ↗
63
NORTHEAST FINANCIAL GROUP, INC. — reports 26-50 financial-planning clients, up from 11-25. IAPD ↗
63
REHMANN WEALTH — reports 51-100 financial-planning clients, up from 26-50. IAPD ↗
63
VALLEY FORGE INVESTMENT CONSULTANTS, INC. — reports 26-50 financial-planning clients, up from 11-25. IAPD ↗
63
GREAT VALLEY ADVISOR GROUP, INC. — reports 251-500 financial-planning clients, up from 101-250. IAPD ↗
63
PROVENANCE WEALTH ADVISORS — reports 101-250 financial-planning clients, up from 51-100. IAPD ↗
63
SAGEVIEW ADVISORY GROUP, LLC — reports 11-25 financial-planning clients, up from 1-10. IAPD ↗
63
SB CAPITAL MANAGEMENT, INC. — reports 26-50 financial-planning clients, up from 11-25. IAPD ↗
63
SEVEN SPRINGS WEALTH GROUP — reports 251-500 financial-planning clients, up from 101-250. IAPD ↗
63
GENERATION CAPITAL MANAGEMENT LLC — reports 26-50 financial-planning clients, up from 11-25. IAPD ↗
63
GWN SECURITIES INC. — reports 51-100 financial-planning clients, up from 26-50. IAPD ↗
63
SMITH SALLEY WEALTH MANAGEMENT — reports More than 500 financial-planning clients, up from 251-500. IAPD ↗
63
MAPLE CAPITAL MANAGEMENT, INC. — reports 51-100 financial-planning clients, up from 26-50. IAPD ↗
63
VERSANT CAPITAL MANAGEMENT, INC. — reports More than 500 financial-planning clients, up from 251-500. IAPD ↗
63
BLUE CHIP PARTNERS, LLC — reports More than 500 financial-planning clients, up from 251-500. IAPD ↗
63
PRIVATE WEALTH PARTNERS, LLC — reports 11-25 financial-planning clients, up from 1-10. IAPD ↗
63
SPROTT ASSET MANAGEMENT USA INC. — reports 1-10 financial-planning clients, up from 0. IAPD ↗
63
BLBB ADVISORS — reports More than 500 financial-planning clients, up from 251-500. IAPD ↗
63
ARISTA WEALTH MANAGEMENT, LLC — reports 251-500 financial-planning clients, up from 101-250. IAPD ↗
63
BENEFIT FINANCIAL SERVICES GROUP — reports 101-250 financial-planning clients, up from 51-100. IAPD ↗
63
JASPER RIDGE PARTNERS, L.P. — reports 11-25 financial-planning clients, up from 1-10. IAPD ↗
63
BLACK DIAMOND FINANCIAL, LLC — reports 251-500 financial-planning clients, up from 101-250. IAPD ↗
63
AUXANO ADVISORS — reports 251-500 financial-planning clients, up from 101-250. IAPD ↗
63
ADVISORY SERVICES NETWORK — reports 101-250 financial-planning clients, up from 51-100. IAPD ↗
63
BENJAMIN F. EDWARDS & COMPANY, INCORPORATED — reports 1-10 financial-planning clients, up from 0. IAPD ↗
63
EAST END ADVISORS, LLC — reports 11-25 financial-planning clients, up from 1-10. IAPD ↗
63
NORTHWEST ASSET MANAGEMENT — reports 26-50 financial-planning clients, up from 11-25. IAPD ↗
63
EFFICIENT ADVISORS — reports 1-10 financial-planning clients, up from 0. IAPD ↗
63
QUADCAP WEALTH MANAGEMENT, LLC — reports More than 500 financial-planning clients, up from 251-500. IAPD ↗
63
WINDROSE ADVISORS LLC — reports 51-100 financial-planning clients, up from 26-50. IAPD ↗
63
BAY COLONY ADVISORS — reports More than 500 financial-planning clients, up from 251-500. IAPD ↗
63
PERSONAL CFO SOLUTIONS LLC — reports More than 500 financial-planning clients, up from 251-500. IAPD ↗
63
CWA ASSET MANAGEMENT GROUP — reports More than 500 financial-planning clients, up from 251-500. IAPD ↗
63
ULRICH INVESTMENT CONSULTANTS — reports 101-250 financial-planning clients, up from 51-100. IAPD ↗
63
ANGELES WEALTH MANAGEMENT, LLC — reports 26-50 financial-planning clients, up from 11-25. IAPD ↗
63
TVAMP, LLC — reports More than 500 financial-planning clients, up from 251-500. IAPD ↗
63
ADVISOR RESOURCE COUNCIL — reports 51-100 financial-planning clients, up from 26-50. IAPD ↗
63
MJ RETIREMENT — reports 26-50 financial-planning clients, up from 11-25. IAPD ↗
63
COLONY FAMILY OFFICES, LLC — reports More than 500 financial-planning clients, up from 251-500. IAPD ↗
63
RMR WEALTH BUILDERS, INC. — reports 51-100 financial-planning clients, up from 26-50. IAPD ↗
63
SHEPHERD FINANCIAL PARTNERS, LLC — reports 51-100 financial-planning clients, up from 26-50. IAPD ↗
63
SCHECHTER INVESTMENT ADVISORS, LLC — reports 101-250 financial-planning clients, up from 51-100. IAPD ↗
63
PRIVATE ADVISORY — reports More than 500 financial-planning clients, up from 251-500. IAPD ↗
63
OSAIC ADVISORY SERVICES, LLC — reports 51-100 financial-planning clients, up from 26-50. IAPD ↗
63
SYMPHONY FINANCIAL, LTD. CO. — reports 1-10 financial-planning clients, up from 0. IAPD ↗
63
INTELLECTUS PARTNERS, LLC — reports 11-25 financial-planning clients, up from 1-10. IAPD ↗
63
PFG ADVISORS — reports 26-50 financial-planning clients, up from 11-25. IAPD ↗
63
THE CLARIUS GROUP, LLC — reports 251-500 financial-planning clients, up from 101-250. IAPD ↗
63
CREWE ADVISORS — reports More than 500 financial-planning clients, up from 251-500. IAPD ↗
63
FOUNDATIONS INVESTMENT ADVISORS LLC — reports 251-500 financial-planning clients, up from 101-250. IAPD ↗
63
WORLD INVESTMENT ADVISORS, LLC — reports 11-25 financial-planning clients, up from 1-10. IAPD ↗
63
CYNOSURE GROUP, LLC — reports 51-100 financial-planning clients, up from 26-50. IAPD ↗
63
STANSBERRY ASSET MANAGEMENT, LLC — reports 251-500 financial-planning clients, up from 101-250. IAPD ↗
63
RW INVESTMENT MANAGEMENT LLC — reports 1-10 financial-planning clients, up from 0. IAPD ↗
63
STEWARD PARTNERS INVESTMENT ADVISORY, LLC — reports More than 500 financial-planning clients, up from 251-500. IAPD ↗
63
WESTERN WEALTH MANAGEMENT LLC — reports 51-100 financial-planning clients, up from 26-50. IAPD ↗
63
STRATEGIC BLUEPRINT, LLC — reports 101-250 financial-planning clients, up from 51-100. IAPD ↗
63
JFG WEALTH MANAGEMENT, LLC — reports 101-250 financial-planning clients, up from 51-100. IAPD ↗
63
PERENNIAL FINANCIAL SERVICES — reports 26-50 financial-planning clients, up from 11-25. IAPD ↗
63
OPEROSE ADVISORS LLC — reports 51-100 financial-planning clients, up from 26-50. IAPD ↗
63
MERIDIAN WEALTH PARTNERS, LLC — reports 251-500 financial-planning clients, up from 101-250. IAPD ↗
63
ROBERTSON STEPHENS — reports More than 500 financial-planning clients, up from 251-500. IAPD ↗
63
AMERICAN CENTURY INVESTMENTS PRIVATE CLIENT GROUP, INC. — reports 251-500 financial-planning clients, up from 101-250. IAPD ↗
63
PRINCIPLE WEALTH — reports More than 500 financial-planning clients, up from 251-500. IAPD ↗
63
ROCKEFELLER CAPITAL MANAGEMENT — reports 11-25 financial-planning clients, up from 1-10. IAPD ↗
63
INSCRIPTION CAPITAL, LLC — reports 51-100 financial-planning clients, up from 26-50. IAPD ↗
63
TRIVIUM POINT ADVISORY, LLC — reports 11-25 financial-planning clients, up from 1-10. IAPD ↗
63
ASSET ADVISORS — reports 26-50 financial-planning clients, up from 11-25. IAPD ↗
63
INSPIRE ADVISORS, LLC — reports 251-500 financial-planning clients, up from 101-250. IAPD ↗
63
SIGNAL ADVISORS WEALTH, LLC — reports 1-10 financial-planning clients, up from 0. IAPD ↗
63
PLATFORM TECHNOLOGY PARTNERS — reports 1-10 financial-planning clients, up from 0. IAPD ↗
63
OAKRIDGE MANAGEMENT GROUP LLC — reports 11-25 financial-planning clients, up from 1-10. IAPD ↗
63
TRB WEALTH MANAGEMENT, LLC — reports 1-10 financial-planning clients, up from 0. IAPD ↗
63
FORTIS CAPITAL ADVISORS, LLC — reports 11-25 financial-planning clients, up from 1-10. IAPD ↗
63
FIFTH THIRD WEALTH ADVISORS LLC — reports 26-50 financial-planning clients, up from 11-25. IAPD ↗
63
BADGLEY PHELPS WEALTH MANAGERS — reports 251-500 financial-planning clients, up from 101-250. IAPD ↗
63
GDS WEALTH MANAGEMENT — reports 251-500 financial-planning clients, up from 101-250. IAPD ↗
63
FIDELIS CAPITAL — reports 1-10 financial-planning clients, up from 0. IAPD ↗
63
UNITED ADVISOR GROUP — reports 11-25 financial-planning clients, up from 1-10. IAPD ↗
63
FIRST MANHATTAN CO. LLC — reports 251-500 financial-planning clients, up from 101-250. IAPD ↗
62
THE SCOTT S. JAMES COMPANY — reported RAUM up 37% ($91.6M -> $125.2M). IAPD ↗
62
AMERICAN NORTHWEST ADVISORY SERVICES L.L.C. — reported RAUM up 38% ($24.8M -> $34.3M). IAPD ↗
62
PKS INVESTMENT ADVISORS LLC — reported RAUM up 39% ($174.6M -> $242.4M). IAPD ↗
62
NEWPORT INVESTMENT ADVISORS INC — reported RAUM up 38% ($114.8M -> $158.9M). IAPD ↗
62
GRIFFITH & WERNER, INC. — reported RAUM up 39% ($140.2M -> $195.2M). IAPD ↗
62
NEWPORT WEALTH ADVISORS, INC. — reported RAUM up 38% ($140.4M -> $193.3M). IAPD ↗
62
WARREN CAPITAL GROUP — reported RAUM up 38% ($90.7M -> $124.8M). IAPD ↗
62
INTEGRATED WEALTH MANAGEMENT, INC. — reported RAUM up 36% ($139.2M -> $189.5M). IAPD ↗
62
PINGORA PARTNERS LLC — reported RAUM up 37% ($135.7M -> $186.6M). IAPD ↗
62
INTELLIFLO ADVISERS, INC. — reported RAUM up 37% ($90.7M -> $124.0M). IAPD ↗
62
COLLAR CAPITAL MANAGEMENT, LLC — reported RAUM up 39% ($105.8M -> $146.8M). IAPD ↗
62
REVERE ASSET — reported RAUM up 38% ($156.6M -> $216.8M). IAPD ↗
62
INTEGRATED WEALTH STRATEGIES, LLC — reported RAUM up 35% ($103.8M -> $140.5M). IAPD ↗
62
PERINI CAPITAL — reported RAUM up 35% ($161.0M -> $217.4M). IAPD ↗
62
ROI FINANCIAL — reported RAUM up 36% ($161.6M -> $220.5M). IAPD ↗
62
MCBEATH FINANCIAL GROUP — reported RAUM up 39% ($160.2M -> $223.2M). IAPD ↗
62
HIPPOCRATIC FINANCIAL ADVISORS — reported RAUM up 38% ($123.0M -> $170.2M). IAPD ↗
62
ERISA ADVISERS, INC. — reported RAUM up 39% ($145.6M -> $202.6M). IAPD ↗
62
STONE PINE FINANCIAL PARTNERS — reported RAUM up 35% ($146.9M -> $199.0M). IAPD ↗
62
TFG FINANCIAL ADVISORS, LLC — reported RAUM up 38% ($111.9M -> $154.5M). IAPD ↗
62
WIREGRASS ASSET MANAGEMENT — reported RAUM up 38% ($94.3M -> $129.9M). IAPD ↗
62
BANNERMAN WEALTH — reported RAUM up 37% ($110.8M -> $152.2M). IAPD ↗
62
ALERCE INVESTMENT MANAGEMENT, L.P. — reported RAUM up 38% ($161.9M -> $223.2M). IAPD ↗
62
STRATEGIC WEALTH ADVISORS GROUP, INC. — reported RAUM up 39% ($101.1M -> $140.2M). IAPD ↗
62
DAVIS PRIVATE WEALTH, LLC — reported RAUM up 40% ($123.3M -> $172.5M). IAPD ↗
62
ANTONELLI FINANCIAL ADVISORS, LLC — reported RAUM up 39% ($139.3M -> $193.0M). IAPD ↗
62
RICHMOND QUANTITATIVE ADVISORS, LLC — reported RAUM up 40% ($19.9M -> $27.8M). IAPD ↗
62
GREAT GABLE WEALTH MANAGEMENT, LLC — reported RAUM up 40% ($135.8M -> $189.7M). IAPD ↗
62
PRATTES WEALTH PARTNERS — reported RAUM up 39% ($130.0M -> $180.3M). IAPD ↗
62
MERITED WEALTH, LLC — reported RAUM up 36% ($105.7M -> $143.4M). IAPD ↗
62
OAK CREST ADVISORY, LLC — reported RAUM up 35% ($51.7M -> $70.0M). IAPD ↗
62
EMPOWER WEALTH MANAGEMENT — reported RAUM up 37% ($146.3M -> $200.2M). IAPD ↗
62
MAGNIFINA, LLC — reported RAUM up 37% ($39.3M -> $53.9M). IAPD ↗
62
RIDGELINE WEALTH PLANNING LLC — reported RAUM up 36% ($147.4M -> $200.5M). IAPD ↗
62
ELYSIUM WEALTH MANAGEMENT, LLC — reported RAUM up 37% ($116.0M -> $159.2M). IAPD ↗
62
MOMENT PRIVATE WEALTH — reported RAUM up 40% ($112.1M -> $156.7M). IAPD ↗
62
GRAMERCY STRATEGIC CAPITAL LLC — reported RAUM up 36% ($144.9M -> $197.3M). IAPD ↗
62
DOGWOOD WEALTH MANAGEMENT, LLC — reported RAUM up 37% ($148.6M -> $204.2M). IAPD ↗
62
REAL TALK CAPITAL, LLC — reported RAUM up 40% ($102.6M -> $143.6M). IAPD ↗
62
BALLAST ROCK PRIVATE WEALTH — reported RAUM up 40% ($170.6M -> $238.2M). IAPD ↗
62
TIER ONE WEALTH MANAGEMENT — reported RAUM up 35% ($92.6M -> $125.1M). IAPD ↗
62
VIVID WEALTH MANAGEMENT, LLC — reported RAUM up 36% ($171.9M -> $234.7M). IAPD ↗
62
ATLAS INVESTMENT ADVISORS — reported RAUM up 37% ($100.7M -> $138.2M). IAPD ↗
62
DECISIONMAP WEALTH MANAGEMENT, LLC — reported RAUM up 37% ($177.4M -> $242.5M). IAPD ↗
62
ROCKBRIDGE CAPITAL MANAGEMENT — reported RAUM up 37% ($137.9M -> $189.4M). IAPD ↗
62
OUTRUNNER CAPITAL, LLC — reported RAUM up 36% ($172.0M -> $233.2M). IAPD ↗
61
CREWS & ASSOCIATES, INC. — reported RAUM up 33% ($112.4M -> $149.4M). IAPD ↗
61
UPRIGHT FINANCIAL CORP — reported RAUM up 33% ($62.6M -> $83.1M). IAPD ↗
61
ALLSTATE FINANCIAL ADVISORS, LLC — reported RAUM up 32% ($62.1M -> $82.0M). IAPD ↗
61
CASSEDY FINANCIAL GROUP, INC. — reported RAUM up 34% ($165.8M -> $222.3M). IAPD ↗
61
PEGASUS GROUP, LLC — reported RAUM up 35% ($57.4M -> $77.3M). IAPD ↗
61
THE PLANNER'S EDGE LLC — reported RAUM up 31% ($142.3M -> $186.7M). IAPD ↗
61
CONWAY FINANCIAL GROUP, LLC — reported RAUM up 32% ($105.1M -> $138.2M). IAPD ↗
61
J M BROWN FINANCIAL PARTNERS — reported RAUM up 32% ($120.0M -> $158.0M). IAPD ↗
61
EAMES FINANCIAL — reported RAUM up 31% ($150.0M -> $196.0M). IAPD ↗
61
STEWARDSHIP FINANCIAL PLANNING — reported RAUM up 35% ($37.0M -> $49.8M). IAPD ↗
61
INTEGRATED FINANCIAL CONSULTING, LLC — reported RAUM up 34% ($93.5M -> $125.0M). IAPD ↗
61
SIERRA PACIFIC FINANCIAL ADVISORS — reported RAUM up 31% ($162.1M -> $212.7M). IAPD ↗
61
PROSPECT HILL MANAGEMENT, LLC — reported RAUM up 34% ($175.1M -> $234.2M). IAPD ↗
61
ROOKWOOD WEALTH MANAGEMENT, LLC — reported RAUM up 33% ($126.3M -> $168.1M). IAPD ↗
61
PACIFIC FINANCIAL STRATEGIES, INC — reported RAUM up 32% ($138.0M -> $181.7M). IAPD ↗
61
LOGIC WEALTH MANAGEMENT, LLC — reported RAUM up 34% ($122.5M -> $164.7M). IAPD ↗
61
RYDAR EQUITIES, INC. — reported RAUM up 34% ($112.0M -> $150.0M). IAPD ↗
61
FOUR TREE ISLAND ADVISORY LLC — reported RAUM up 33% ($122.5M -> $163.1M). IAPD ↗
61
SUMMER CREEK WEALTH MANAGEMENT, LLC — reported RAUM up 35% ($34.3M -> $46.2M). IAPD ↗
61
A SMARTER WAY TO INVEST, INC. — reported RAUM up 32% ($84.8M -> $112.2M). IAPD ↗
61
INVARIANT INVESTMENT MANAGEMENT — reported RAUM up 35% ($101.0M -> $135.9M). IAPD ↗
61
SOUNDHAVEN CAPITAL MANAGEMENT — reported RAUM up 32% ($120.4M -> $159.4M). IAPD ↗
61
WALSER WEALTH MANAGEMENT COMPANY, A LIMITED LIABILITY COMPANY — reported RAUM up 34% ($164.1M -> $220.3M). IAPD ↗
61
WINDLE WEALTH — reported RAUM up 30% ($159.3M -> $207.8M). IAPD ↗
61
SPAHN WEALTH & RETIREMENT LLC — reported RAUM up 32% ($127.3M -> $167.4M). IAPD ↗
61
KNOX WEALTH PARTNERS ADVISORY — reported RAUM up 31% ($176.9M -> $231.3M). IAPD ↗
61
RING MOUNTAIN CAPITAL, LLC — reported RAUM up 34% ($138.2M -> $185.7M). IAPD ↗
61
BOERUM HILL FINANCIAL ADVISORS LLC — reported RAUM up 31% ($28.3M -> $37.0M). IAPD ↗
61
THE HAJDARI GROUP, LLC — reported RAUM up 32% ($84.7M -> $111.4M). IAPD ↗
61
THE CAPITAL GROUP FIDUCIARY ADVISORS, LLC — reported RAUM up 34% ($154.3M -> $206.7M). IAPD ↗
61
FOLIOBEYOND, LLC — reported RAUM up 30% ($73.4M -> $95.7M). IAPD ↗
61
THE TENRET COMPANY, LLC — reported RAUM up 31% ($142.0M -> $185.3M). IAPD ↗
61
RIGHTWEALTH ADVISORS, LLC — reported RAUM up 33% ($166.4M -> $221.3M). IAPD ↗
61
EMISSARY WEALTH — reported RAUM up 33% ($117.4M -> $156.1M). IAPD ↗
61
MEDIA WEALTH — reported RAUM up 30% ($109.4M -> $142.3M). IAPD ↗
61
STARK WEALTH MANAGEMENT LLC — reported RAUM up 34% ($131.7M -> $176.9M). IAPD ↗
61
PULLEN INVESTMENT MANAGEMENT — reported RAUM up 31% ($140.5M -> $184.1M). IAPD ↗
61
PARK AVENUE INVESTMENT ADVISORY, LLC — reported RAUM up 30% ($75.4M -> $98.3M). IAPD ↗
61
TRUMIX ADVISORS — reported RAUM up 31% ($112.3M -> $147.2M). IAPD ↗
61
MY PROSPER TEAM — reported RAUM up 32% ($39.7M -> $52.5M). IAPD ↗
61
THE WEALTHGARDEN F.S. LLC — reported RAUM up 31% ($139.2M -> $182.3M). IAPD ↗
61
J.M. ARBOUR, LLC — reported RAUM up 32% ($116.5M -> $154.0M). IAPD ↗
61
REICON WEALTH ADVISORS, LLC — reported RAUM up 32% ($143.5M -> $189.8M). IAPD ↗
61
AVAIL INVESTMENT PARTNERS, LLC — reported RAUM up 33% ($105.4M -> $140.1M). IAPD ↗
61
ANEW ADVISORS, LLC — reported RAUM up 34% ($50.5M -> $67.8M). IAPD ↗
61
ARK WEALTH MANAGEMENT — reported RAUM up 32% ($144.6M -> $191.0M). IAPD ↗
61
LUMIERE FINANCIAL — reported RAUM up 33% ($45.0M -> $59.9M). IAPD ↗
61
ATHENA WEALTH MANAGEMENT, LLC — reported RAUM up 31% ($107.7M -> $140.6M). IAPD ↗
61
VINCIMUS CAPITAL, LLC — reported RAUM up 33% ($126.5M -> $167.8M). IAPD ↗
61
DIAZO, LLC — reported RAUM up 34% ($132.7M -> $177.9M). IAPD ↗
61
LYNX ADVISORY PARTNERS — reported RAUM up 31% ($163.6M -> $214.8M). IAPD ↗
61
SSB&T WEALTH MANAGEMENT, LLC — reported RAUM up 31% ($100.0M -> $131.0M). IAPD ↗
61
LONGEVITY CAPITAL MANAGEMENT — reported RAUM up 34% ($119.3M -> $160.0M). IAPD ↗
61
MINDORO CAPITAL PARTNERS LLC — reported RAUM up 34% ($100.2M -> $134.3M). IAPD ↗
61
MISSION HILLS FINANCIAL ADVISORY LLC — reported RAUM up 33% ($157.5M -> $208.7M). IAPD ↗
61
LESKO SECURITIES, INC. — reports 1-10 financial-planning clients, up from 0. IAPD ↗
61
BERTHEL FISHER & COMPANY FINANCIAL SERVICES, INC. — reports 11-25 financial-planning clients, up from 1-10. IAPD ↗
61
BNA WEALTH — reports 251-500 financial-planning clients, up from 101-250. IAPD ↗
61
PROFFITT & GOODSON INC. — reports 101-250 financial-planning clients, up from 51-100. IAPD ↗
61
LANE BROTHERS INVESTMENT COUNSEL — reports 11-25 financial-planning clients, up from 0. IAPD ↗
61
IRON FINANCIAL LLC — reports 1-10 financial-planning clients, up from 0. IAPD ↗
61
HAMEL ASSOCIATES,INC. — reports 101-250 financial-planning clients, up from 51-100. IAPD ↗
61
BLUE BARN WEALTH — reports 251-500 financial-planning clients, up from 101-250. IAPD ↗
61
VICTORY WEALTH PARTNERS — reports 11-25 financial-planning clients, up from 0. IAPD ↗
61
HUDSON ADVISOR SERVICES, INC. — reports 1-10 financial-planning clients, up from 0. IAPD ↗
61
AVISO WEALTH MANAGEMENT — reports 26-50 financial-planning clients, up from 11-25. IAPD ↗
61
ARDENT CAPITAL MANAGEMENT, INC. — reports 26-50 financial-planning clients, up from 11-25. IAPD ↗
61
SPECTRUM INVESTMENT ADVISORS, INC. — reports 11-25 financial-planning clients, up from 1-10. IAPD ↗
61
U.S. FINANCIAL ADVISORS — reports More than 500 financial-planning clients, up from 251-500. IAPD ↗
61
SHEELEY & PARTNERS WEALTH MANAGEMENT, LLC — reports 51-100 financial-planning clients, up from 11-25. IAPD ↗
61
DUNNAVAN & CO. — reports 101-250 financial-planning clients, up from 51-100. IAPD ↗
61
DUNCAN & HALEY, LTD. — reports 51-100 financial-planning clients, up from 26-50. IAPD ↗
61
OARSMAN CAPITAL, INC — reports 251-500 financial-planning clients, up from 101-250. IAPD ↗
61
WINCH FINANCIAL — reports More than 500 financial-planning clients, up from 251-500. IAPD ↗
61
KNIGHTSBRIDGE WEALTH MANAGEMENT — reports 26-50 financial-planning clients, up from 11-25. IAPD ↗
61
DIESSLIN GROUP, INC. — reports 251-500 financial-planning clients, up from 101-250. IAPD ↗
61
THE MARSHALL FINANCIAL GROUP, INC — reports More than 500 financial-planning clients, up from 251-500. IAPD ↗
61
SPECTRUM ASSET MANAGEMENT INC — reports 101-250 financial-planning clients, up from 51-100. IAPD ↗
61
NTV ASSET MANAGEMENT, LLC — reports 51-100 financial-planning clients, up from 26-50. IAPD ↗
61
ARBOR CAPITAL MANAGEMENT INC — reports 251-500 financial-planning clients, up from 101-250. IAPD ↗
61
SHAKESPEARE WEALTH MANAGEMENT, LLC — reports 251-500 financial-planning clients, up from 101-250. IAPD ↗
61
NEUMANN CAPITAL MANAGEMENT — reports 251-500 financial-planning clients, up from 101-250. IAPD ↗
61
MWA FINANCIAL SERVICES, INC. — reports 26-50 financial-planning clients, up from 11-25. IAPD ↗
61
GOODMAN FINANCIAL CORPORATION — reports 251-500 financial-planning clients, up from 101-250. IAPD ↗
61
CORUS FAMILY WEALTH ADVISORS, INC. — reports 51-100 financial-planning clients, up from 26-50. IAPD ↗
61
AMERICAN FINANCIAL ADVISORS, LLC. — reports 26-50 financial-planning clients, up from 11-25. IAPD ↗
61
ASCENDANT FINANCIAL SOLUTIONS, INC. — reports 1-10 financial-planning clients, up from 0. IAPD ↗
61
SQUIRE WEALTH ADVISORS — reports 1-10 financial-planning clients, up from 0. IAPD ↗
61
CONCORD WEALTH PARTNERS — reports 251-500 financial-planning clients, up from 101-250. IAPD ↗
61
THE BEDMINSTER GROUP — reports 26-50 financial-planning clients, up from 1-10. IAPD ↗
61
VERMILLION FINANCIAL ADVISORS, INC. — reports 251-500 financial-planning clients, up from 101-250. IAPD ↗
61
PREMIER WEALTH ADVISORS, LLC — reports 11-25 financial-planning clients, up from 1-10. IAPD ↗
61
FAI ADVISORS, INC. — reports 101-250 financial-planning clients, up from 51-100. IAPD ↗
61
INVESCO, LLC — reports 101-250 financial-planning clients, up from 51-100. IAPD ↗
61
COOPER/HAIMS ADVISORS, LLC — reports More than 500 financial-planning clients, up from 251-500. IAPD ↗
61
WARTHER PRIVATE WEALTH — reports 1-10 financial-planning clients, up from 0. IAPD ↗
61
HENNION & WALSH ASSET MANAGEMENT, INC. — reports 101-250 financial-planning clients, up from 51-100. IAPD ↗
61
THE STRATEGIC FINANCIAL ALLIANCE — reports 101-250 financial-planning clients, up from 51-100. IAPD ↗
61
GRADIENT WEALTH MANAGEMENT — reports 1-10 financial-planning clients, up from 0. IAPD ↗
61
HOPWOOD FINANCIAL SERVICES, INC. — reports 251-500 financial-planning clients, up from 101-250. IAPD ↗
61
MAINSAIL ASSET MANAGEMENT, LLC — reports 51-100 financial-planning clients, up from 26-50. IAPD ↗
61
HURLEY CAPITAL, LLC — reports 51-100 financial-planning clients, up from 11-25. IAPD ↗
61
RIVERSTONE ADVISORS, LLC — reports 26-50 financial-planning clients, up from 11-25. IAPD ↗
61
NEWBRIDGE FINANCIAL SERVICES GROUP, INC. — reports 1-10 financial-planning clients, up from 0. IAPD ↗
61
CAROLINA WEALTH MANAGEMENT, INC. — reports 11-25 financial-planning clients, up from 1-10. IAPD ↗
61
BONTEMPO OHLY CAPITAL MANAGEMENT, LLC — reports 26-50 financial-planning clients, up from 11-25. IAPD ↗
61
CAPITAL TRUST ADVISORS — reports 101-250 financial-planning clients, up from 51-100. IAPD ↗
61
BROADLEAF PARTNERS, LLC — reports 1-10 financial-planning clients, up from 0. IAPD ↗
61
NAPA WEALTH MANAGEMENT — reports 26-50 financial-planning clients, up from 11-25. IAPD ↗
61
CONCORDE ASSET MANAGEMENT, LLC — reports 51-100 financial-planning clients, up from 26-50. IAPD ↗
61
OAK FAMILY ADVISORS, LLC — reports 101-250 financial-planning clients, up from 51-100. IAPD ↗
61
AMERICAN CAPITAL ADVISORY, LLC — reports 1-10 financial-planning clients, up from 0. IAPD ↗
61
SAMALIN WEALTH — reports 11-25 financial-planning clients, up from 1-10. IAPD ↗
61
TRISPERITY ADVISORS, LLC — reports 251-500 financial-planning clients, up from 101-250. IAPD ↗
61
ASSETBUILDER, INC. — reports 1-10 financial-planning clients, up from 0. IAPD ↗
61
CAIRN INVESTMENT GROUP — reports 101-250 financial-planning clients, up from 51-100. IAPD ↗
61
93 FINANCIAL GROUP, LLC — reports 26-50 financial-planning clients, up from 11-25. IAPD ↗
61
SEMMAX FINANCIAL ADVISORS, INC. — reports More than 500 financial-planning clients, up from 251-500. IAPD ↗
61
EXCEL FINANCIAL, LLC — reports 251-500 financial-planning clients, up from 101-250. IAPD ↗
61
AVIANCE CAPITAL PARTNERS LLC — reports 51-100 financial-planning clients, up from 26-50. IAPD ↗
61
PARK, MILLER, LLC — reports 1-10 financial-planning clients, up from 0. IAPD ↗
61
VALIANT WEALTH, LLC — reports 101-250 financial-planning clients, up from 51-100. IAPD ↗
61
SCHWARZ DYGOS WHEELER INVESTMENT ADVISORS LLC — reports More than 500 financial-planning clients, up from 251-500. IAPD ↗
61
PARADIGM WEALTH MANAGEMENT, LLC — reports 26-50 financial-planning clients, up from 11-25. IAPD ↗
61
HUDOCK CAPITAL GROUP — reports 1-10 financial-planning clients, up from 0. IAPD ↗
61
DENTIST ADVISORS — reports More than 500 financial-planning clients, up from 251-500. IAPD ↗
61
BLUECHIP WEALTH ADVISORS LLC — reports 1-10 financial-planning clients, up from 0. IAPD ↗
61
MISSION CREEK CAPITAL PARTNERS, INC. — reports 26-50 financial-planning clients, up from 11-25. IAPD ↗
61
NIKULSKI FINANCIAL, INC. — reports 51-100 financial-planning clients, up from 26-50. IAPD ↗
61
CURTIS ADVISORY GROUP, LLC — reports 101-250 financial-planning clients, up from 51-100. IAPD ↗
61
SMITH FINANCIAL INVESTMENT ADVISORS, INC. — reports 251-500 financial-planning clients, up from 101-250. IAPD ↗
61
INDIE ASSET PARTNERS, LLC — reports 26-50 financial-planning clients, up from 11-25. IAPD ↗
61
MARKET STREET WEALTH MANAGEMENT — reports More than 500 financial-planning clients, up from 251-500. IAPD ↗
61
THE DOWLING GROUP WEALTH MANAGEMENT — reports 51-100 financial-planning clients, up from 11-25. IAPD ↗
61
PIEDMONT CAPITAL MANAGEMENT, LLC — reports 11-25 financial-planning clients, up from 1-10. IAPD ↗
61
VITAL WEALTH MANAGEMENT, LLC — reports 101-250 financial-planning clients, up from 51-100. IAPD ↗
61
UNITED CAPITAL MANAGEMENT OF KANSAS, INC. — reports More than 500 financial-planning clients, up from 251-500. IAPD ↗
61
HICKS CAPITAL MANAGEMENT, LLC — reports 11-25 financial-planning clients, up from 1-10. IAPD ↗
61
RS CRUM INC. — reports 51-100 financial-planning clients, up from 26-50. IAPD ↗
61
HARVEST INVESTMENT SERVICES, LLC — reports 26-50 financial-planning clients, up from 11-25. IAPD ↗
61
BENCHMARK INVESTMENT ADVISORS LLC — reports 101-250 financial-planning clients, up from 51-100. IAPD ↗
61
ALTERNATIVE INVESTMENT ADVISORS, LLC — reports 1-10 financial-planning clients, up from 0. IAPD ↗
61
A.G. CAMPBELL ADVISORY, LLC — reports 11-25 financial-planning clients, up from 1-10. IAPD ↗
61
MORRIS & WELLS WEALTH MANAGEMENT — reports 51-100 financial-planning clients, up from 26-50. IAPD ↗
61
FINANCIAL PARTNERS GROUP, LLC — reports 251-500 financial-planning clients, up from 101-250. IAPD ↗
61
LAKE TAHOE WEALTH MANAGEMENT, INC. — reports 251-500 financial-planning clients, up from 101-250. IAPD ↗
61
NORTHLANDING FINANCIAL PARTNERS, LLC — reports 101-250 financial-planning clients, up from 26-50. IAPD ↗
61
AXIS WEALTH PARTNERS, LLC — reports 101-250 financial-planning clients, up from 51-100. IAPD ↗
61
HD MONEY, INC. — reports More than 500 financial-planning clients, up from 251-500. IAPD ↗
61
KOTYS WEALTH PROFESSIONALS — reports 51-100 financial-planning clients, up from 26-50. IAPD ↗
61
FOUNDATION WEALTH MANAGEMENT, LLC — reports 101-250 financial-planning clients, up from 51-100. IAPD ↗
61
LAFLEUR & GODFREY PRIVATE WEALTH MANAGEMENT — reports 26-50 financial-planning clients, up from 11-25. IAPD ↗
61
TROXELL FINANCIAL — reports More than 500 financial-planning clients, up from 251-500. IAPD ↗
61
BULL OAK CAPITAL, LLC — reports 11-25 financial-planning clients, up from 0. IAPD ↗
61
ONE DEGREE ADVISORS, INC. — reports 251-500 financial-planning clients, up from 101-250. IAPD ↗
61
WAYPOINT WEALTH COUNSEL LLC — reports 51-100 financial-planning clients, up from 26-50. IAPD ↗
61
SALVUS WEALTH MANAGEMENT, LLC — reports 26-50 financial-planning clients, up from 11-25. IAPD ↗
61
FORTIS CAPITAL MANAGEMENT LLC — reports 251-500 financial-planning clients, up from 101-250. IAPD ↗
61
IFG ADVISORS, LLC — reports More than 500 financial-planning clients, up from 251-500. IAPD ↗
61
ACT ADVISORS — reports 26-50 financial-planning clients, up from 11-25. IAPD ↗
61
GENERATIONS WEALTH, LLC — reports 26-50 financial-planning clients, up from 11-25. IAPD ↗
61
MUNN WEALTH MANAGEMENT, LLC — reports More than 500 financial-planning clients, up from 101-250. IAPD ↗
61
PURUS WEALTH MANAGEMENT, LLC — reports 1-10 financial-planning clients, up from 0. IAPD ↗
61
LAS OLAS CAPITAL ADVISORS, LLC — reports 1-10 financial-planning clients, up from 0. IAPD ↗
61
THE GLEASON GROUP, INC. — reports 251-500 financial-planning clients, up from 101-250. IAPD ↗
61
MCCOLLUM CHRISTOFERSON GROUP, LLC — reports 11-25 financial-planning clients, up from 1-10. IAPD ↗
61
RAI WEALTH MANAGEMENT — reports 26-50 financial-planning clients, up from 1-10. IAPD ↗
61
FORZA WEALTH MANAGEMENT — reports 51-100 financial-planning clients, up from 26-50. IAPD ↗
61
BMSS WESSON WEALTH SOLUTIONS — reports 251-500 financial-planning clients, up from 101-250. IAPD ↗
61
MARTIN WEALTH SOLUTIONS — reports 51-100 financial-planning clients, up from 26-50. IAPD ↗
61
TTP INVESTMENTS, INC. — reports 11-25 financial-planning clients, up from 1-10. IAPD ↗
61
COLONIAL RIVER WEALTH MANAGEMENT LLC — reports 251-500 financial-planning clients, up from 101-250. IAPD ↗
61
GIBSON WEALTH ADVISORS, LLC — reports 101-250 financial-planning clients, up from 26-50. IAPD ↗
61
PREMIER WEALTH ADVISORS, LLC — reports 26-50 financial-planning clients, up from 11-25. IAPD ↗
61
FIDUCIARY FINANCIAL GROUP, LLC — reports 251-500 financial-planning clients, up from 101-250. IAPD ↗
61
STRATEGIC WEALTH ADVISORS GROUP, INC. — reports 101-250 financial-planning clients, up from 26-50. IAPD ↗
61
KAILASA CAPITAL MANAGEMENT LLC — reports 11-25 financial-planning clients, up from 1-10. IAPD ↗
61
INVICTA FINANCIAL GROUP — reports More than 500 financial-planning clients, up from 251-500. IAPD ↗
61
MAYPORT WEALTH MANAGEMENT — reports 11-25 financial-planning clients, up from 1-10. IAPD ↗
61
LEEWARD FINANCIAL PARTNERS, LLC — reports 101-250 financial-planning clients, up from 51-100. IAPD ↗
61
BOERUM HILL FINANCIAL ADVISORS LLC — reports 11-25 financial-planning clients, up from 0. IAPD ↗
61
WIDMANN FINANCIAL SERVICES — reports More than 500 financial-planning clients, up from 251-500. IAPD ↗
61
GLOBAL FINANCIAL PRIVATE CLIENT — reports 11-25 financial-planning clients, up from 1-10. IAPD ↗
61
SAGE RHINO CAPITAL LLC — reports 1-10 financial-planning clients, up from 0. IAPD ↗
61
RESOLUTE WEALTH ADVISOR, INC. — reports More than 500 financial-planning clients, up from 251-500. IAPD ↗
61
FIDELIS WEALTH ADVISORS — reports 1-10 financial-planning clients, up from 0. IAPD ↗
61
BLAKE SCHUTTER THEIL WEALTH ADVISORS, LLC — reports 26-50 financial-planning clients, up from 11-25. IAPD ↗
61
PRINCIPAL ADVISED SERVICES — reports 1-10 financial-planning clients, up from 0. IAPD ↗
61
HORST & GRABEN WEALTH MANAGEMENT, LLC — reports 1-10 financial-planning clients, up from 0. IAPD ↗
61
MINDFUL WEALTH LLC — reports 11-25 financial-planning clients, up from 0. IAPD ↗
61
FIRETHORN WEALTH PARTNERS, LLC — reports 251-500 financial-planning clients, up from 101-250. IAPD ↗
61
WALLED LAKE PLANNING & WEALTH MANAGEMENT, LLC — reports 251-500 financial-planning clients, up from 101-250. IAPD ↗
61
GREEN RIDGE WEALTH PLANNING LLC — reports 251-500 financial-planning clients, up from 101-250. IAPD ↗
61
BURKHOLDER WEALTH MANAGEMENT — reports 101-250 financial-planning clients, up from 51-100. IAPD ↗
61
FIRST GROWTH CAPITAL LLC — reports 101-250 financial-planning clients, up from 26-50. IAPD ↗
61
ATTESSA CAPITAL LLC — reports 11-25 financial-planning clients, up from 1-10. IAPD ↗
61
ASPECT PARTNERS, LLC — reports 1-10 financial-planning clients, up from 0. IAPD ↗
61
FORTRESS WEALTH PLANNING — reports 101-250 financial-planning clients, up from 51-100. IAPD ↗
61
TAYLOR HOFFMAN CAPITAL MANAGEMENT — reports More than 500 financial-planning clients, up from 251-500. IAPD ↗
61
44 WEALTH MANAGEMENT LLC — reports 26-50 financial-planning clients, up from 11-25. IAPD ↗
61
ORCA WEALTH MANAGEMENT, LLC — reports 11-25 financial-planning clients, up from 0. IAPD ↗
61
OPTIMA CAPITAL LLC — reports More than 500 financial-planning clients, up from 251-500. IAPD ↗
61
YARGER WEALTH STRATEGIES, LLC — reports 101-250 financial-planning clients, up from 51-100. IAPD ↗
61
CHILDRESS CAPITAL ADVISORS, LLC — reports 11-25 financial-planning clients, up from 1-10. IAPD ↗
61
THE MILLSTONE EVANS GROUP, LLC — reports 51-100 financial-planning clients, up from 26-50. IAPD ↗
61
VIRGINIA WEALTH MANAGEMENT GROUP, INC. — reports 1-10 financial-planning clients, up from 0. IAPD ↗
61
RETIREMENT PLANNING SOLUTIONS, LLC — reports 11-25 financial-planning clients, up from 1-10. IAPD ↗
61
SNOWWATER INVESTMENT PARTNERS, LLC — reports 1-10 financial-planning clients, up from 0. IAPD ↗
61
SAIPH CAPITAL, LLC — reports 51-100 financial-planning clients, up from 26-50. IAPD ↗
61
HERITAGE WEALTH ADVISORS — reports 1-10 financial-planning clients, up from 0. IAPD ↗
61
VERIDIAN CAPITAL PARTNERS — reports 101-250 financial-planning clients, up from 51-100. IAPD ↗
61
CRANE & ASSOCIATES WEALTH MANAGEMENT — reports 1-10 financial-planning clients, up from 0. IAPD ↗
61
TRACTION FINANCIAL PARTNERS — reports 26-50 financial-planning clients, up from 11-25. IAPD ↗
61
STRATEGIC ADVOCATES, LLC — reports 1-10 financial-planning clients, up from 0. IAPD ↗
61
TRANSCE3ND LLC — reports 1-10 financial-planning clients, up from 0. IAPD ↗
61
UNIVERSAL FINANCIAL ADVISORS, LLC — reports 1-10 financial-planning clients, up from 0. IAPD ↗
61
RESOLUTE WEALTH STRATEGIES, LLC — reports 11-25 financial-planning clients, up from 1-10. IAPD ↗
61
ONESOURCE WEALTH MANAGEMENT — reports 51-100 financial-planning clients, up from 11-25. IAPD ↗
61
JOULE FINANCIAL, LLC — reports 251-500 financial-planning clients, up from 101-250. IAPD ↗
61
TFB ADVISORS, LLC — reports 51-100 financial-planning clients, up from 26-50. IAPD ↗
61
IDB LIDO WEALTH, LLC — reports 1-10 financial-planning clients, up from 0. IAPD ↗
61
POWER FINANCIAL PARTNERS, LLC — reports 51-100 financial-planning clients, up from 26-50. IAPD ↗
61
LEGACY FINANCIAL INDEPENDENT ADVISORS LLC — reports 251-500 financial-planning clients, up from 101-250. IAPD ↗
61
SECOND LINE CAPITAL, LLC — reports 51-100 financial-planning clients, up from 26-50. IAPD ↗
61
GREATER MIDWEST FINANCIAL GROUP, LLC — reports More than 500 financial-planning clients, up from 251-500. IAPD ↗
61
BULL HARBOR CAPITAL LLC. — reports 101-250 financial-planning clients, up from 51-100. IAPD ↗
61
STENGER FAMILY OFFICE, LLC — reports 1-10 financial-planning clients, up from 0. IAPD ↗
61
BRIDGEPORT FINANCIAL SOLUTIONS — reports 1-10 financial-planning clients, up from 0. IAPD ↗
61
MDRN CAPITAL — reports 101-250 financial-planning clients, up from 26-50. IAPD ↗
61
THE HOLLAND GROUP, RETIREMENT WEALTH ADVISORS, LLC — reports More than 500 financial-planning clients, up from 101-250. IAPD ↗
61
TRIAD WEALTH PARTNERS, LLC — reports 1-10 financial-planning clients, up from 0. IAPD ↗
61
ATLANTIC EDGE PRIVATE WEALTH MANAGEMENT — reports 26-50 financial-planning clients, up from 11-25. IAPD ↗
61
FINANCIAL MANAGEMENT ASSOCIATES, LLC — reports 11-25 financial-planning clients, up from 0. IAPD ↗
61
VISTA INVESTMENT PARTNERS — reports 1-10 financial-planning clients, up from 0. IAPD ↗
61
SSB&T WEALTH MANAGEMENT, LLC — reports 11-25 financial-planning clients, up from 0. IAPD ↗
61
ELYXIUM WEALTH LLC — reports 1-10 financial-planning clients, up from 0. IAPD ↗
61
POSTROCK PARTNERS LLC — reports 1-10 financial-planning clients, up from 0. IAPD ↗
61
STONEPATH WEALTH MANAGEMENT — reports 11-25 financial-planning clients, up from 0. IAPD ↗
61
GREYKASELL WEALTH STRATEGIES, INC. — reports 1-10 financial-planning clients, up from 0. IAPD ↗
61
IMPACT RETIREMENT ADVISORS — reports 1-10 financial-planning clients, up from 0. IAPD ↗
61
BINGHAM PRIVATE WEALTH, LLC — reports 11-25 financial-planning clients, up from 0. IAPD ↗
61
ORG WEALTH PARTNERS — reports 1-10 financial-planning clients, up from 0. IAPD ↗
61
MFP FINANCIAL SERVICES, LLC — reports 1-10 financial-planning clients, up from 0. IAPD ↗
61
MOREY & QUINN WEALTH PARTNERS — reports 1-10 financial-planning clients, up from 0. IAPD ↗
61
STONE TEMPLE PARTNERS LLC — reports 1-10 financial-planning clients, up from 0. IAPD ↗
60
ALLIANT SECURITIES, INC. TURNER, NORD, KIENBAUM — reported RAUM up 26% ($180.0M -> $226.5M). IAPD ↗
60
THOMPSON DAVIS ASSET MANAGEMENT — reported RAUM up 30% ($159.5M -> $206.9M). IAPD ↗
60
WESBANCO SECURITIES, INC. — reported RAUM up 25% ($132.7M -> $166.5M). IAPD ↗
60
JOHNSON FINANCIAL ADVISORS — reported RAUM up 27% ($191.1M -> $242.6M). IAPD ↗
60
HANSEATIC MANAGEMENT SERVICES INC — reported RAUM up 27% ($105.9M -> $134.0M). IAPD ↗
60
CORINTHIAN PARTNERS ASSET MANAGEMENT LLC — reported RAUM up 27% ($36.2M -> $46.1M). IAPD ↗
60
CHANCELLOR WEALTH MANAGEMENT, INC. — reported RAUM up 28% ($115.5M -> $148.0M). IAPD ↗
60
INTEGRA FINANCIAL, INC. — reported RAUM up 28% ($123.1M -> $157.4M). IAPD ↗
60
ARLINGTON WEALTH MANAGEMENT — reported RAUM up 29% ($154.7M -> $200.1M). IAPD ↗
60
3RD CREEK INVESTMENTS — reported RAUM up 26% ($129.3M -> $162.5M). IAPD ↗
60
COLRAIN CAPITAL LLC — reported RAUM up 30% ($102.3M -> $132.8M). IAPD ↗
60
CHESAPEAKE INVESTMENT MANAGEMENT LLC — reported RAUM up 29% ($160.0M -> $206.0M). IAPD ↗
60
OPTIMIST RETIREMENT GROUP, LLC — reported RAUM up 29% ($187.9M -> $243.1M). IAPD ↗
60
DECATUR CAPITAL MANAGEMENT, INC. — reported RAUM up 28% ($177.8M -> $228.5M). IAPD ↗
60
STEWARDSHIP TRUST ADVISORS — reported RAUM up 26% ($195.2M -> $245.4M). IAPD ↗
60
OBERON ASSET MANAGEMENT, LLC — reported RAUM up 25% ($139.4M -> $174.7M). IAPD ↗
60
WALLSTREETI.COM — reported RAUM up 26% ($71.9M -> $90.4M). IAPD ↗
60
PRINCIPIUM INVESTMENTS LLC — reported RAUM up 30% ($153.1M -> $198.3M). IAPD ↗
60
CONSTELLATION ASSET MANAGEMENT, INC. — reported RAUM up 27% ($56.4M -> $71.4M). IAPD ↗
60
RIDGE CAPITAL MANAGEMENT, LLC — reported RAUM up 27% ($131.8M -> $167.1M). IAPD ↗
60
PLOTKIN FINANCIAL ADVISORS, LLC — reported RAUM up 27% ($174.9M -> $221.8M). IAPD ↗
60
LIFECOURSE CAPITAL, INC. — reported RAUM up 26% ($126.4M -> $159.3M). IAPD ↗
60
ALCOSTA CAPITAL MANAGEMENT, INC. — reported RAUM up 27% ($173.5M -> $220.6M). IAPD ↗
60
FOUR QUADRANT WEALTH ADVISORS, INC. — reported RAUM up 27% ($134.9M -> $171.8M). IAPD ↗
60
GOLD MEDAL WATERS, INC. — reported RAUM up 28% ($193.6M -> $248.1M). IAPD ↗
60
WOLOSHIN INVESTMENT MANAGEMENT, LLC — reported RAUM up 27% ($130.0M -> $165.5M). IAPD ↗
60
HERBERT J. SIMS CAPITAL MANAGEMENT, INC. — reported RAUM up 27% ($146.7M -> $186.8M). IAPD ↗
60
GRAVITY CAPITAL MANAGEMENT LLC — reported RAUM up 30% ($67.9M -> $88.0M). IAPD ↗
60
AFT, FORSYTH AND COMPANY, INC. — reported RAUM up 26% ($184.9M -> $232.8M). IAPD ↗
60
TSAI CAPITAL CORPORATION — reported RAUM up 27% ($110.8M -> $141.2M). IAPD ↗
60
MCDONOUGH CAPITAL MANAGEMENT, INC. — reported RAUM up 26% ($164.0M -> $205.8M). IAPD ↗
60
LIFEPLAN GROUP — reported RAUM up 30% ($184.0M -> $238.6M). IAPD ↗
60
VISTICA WEALTH ADVISORS, LLC — reported RAUM up 27% ($103.5M -> $131.6M). IAPD ↗
60
ELE ADVISORY SERVICES, INC — reported RAUM up 26% ($99.9M -> $125.5M). IAPD ↗
60
FINGERLAKES WEALTH MANAGEMENT, INC. — reported RAUM up 25% ($184.5M -> $231.6M). IAPD ↗
60
CAITLIN JOHN, LLC — reported RAUM up 28% ($143.3M -> $183.4M). IAPD ↗
60
PEACHCAP TAX & ADVISORY, LLC — reported RAUM up 28% ($115.8M -> $148.6M). IAPD ↗
60
NRI WEALTH MANAGEMENT, LLC — reported RAUM up 28% ($175.2M -> $223.6M). IAPD ↗
60
RBF CAPITAL MANAGEMENT, INC. — reported RAUM up 29% ($107.1M -> $138.1M). IAPD ↗
60
TIMMONS WEALTH MANAGEMENT — reported RAUM up 26% ($114.8M -> $144.9M). IAPD ↗
60
NOVA WEALTH MANAGEMENT, INC. — reported RAUM up 26% ($152.2M -> $191.0M). IAPD ↗
60
CONSTANT GUIDANCE FINANCIAL, LLC — reported RAUM up 29% ($128.1M -> $165.2M). IAPD ↗
60
RADIX ORGANIZATION, INC. — reported RAUM up 28% ($144.0M -> $184.2M). IAPD ↗
60
AXIA ASSET MANAGEMENT, LLC — reported RAUM up 29% ($49.7M -> $64.1M). IAPD ↗
60
ECHO WEALTH MANAGEMENT, LLC — reported RAUM up 29% ($190.0M -> $245.2M). IAPD ↗
60
CONNECTED WEALTH SOLUTIONS, LLC — reported RAUM up 28% ($145.5M -> $186.8M). IAPD ↗
60
RAI WEALTH MANAGEMENT — reported RAUM up 26% ($107.7M -> $135.9M). IAPD ↗
60
HOYA CAPITAL REAL ESTATE, LLC — reported RAUM up 26% ($101.9M -> $128.7M). IAPD ↗
60
PINNACLE WEALTH MANAGEMENT GROUP, INC. — reported RAUM up 30% ($164.0M -> $212.7M). IAPD ↗
60
TAURUM RETIREMENT PARTNERS, LLC — reported RAUM up 25% ($113.8M -> $142.6M). IAPD ↗
60
PENNEY FINANCIAL — reported RAUM up 27% ($185.9M -> $236.1M). IAPD ↗
60
CENTRIC ADVISORS, LLC — reported RAUM up 27% ($178.0M -> $226.9M). IAPD ↗
60
ENTASIS ASSET MANAGEMENT LLC — reported RAUM up 26% ($136.1M -> $171.0M). IAPD ↗
60
GREAT HILL ADVISORY — reported RAUM up 29% ($138.2M -> $178.4M). IAPD ↗
60
TRAILHEAD PLANNERS, LLC — reported RAUM up 25% ($119.4M -> $149.4M). IAPD ↗
60
HESEN & HASLAM — reported RAUM up 29% ($193.9M -> $250.0M). IAPD ↗
60
T.M. WEALTH MANAGEMENT — reported RAUM up 28% ($127.0M -> $162.8M). IAPD ↗
60
KANANI ADVISORY GROUP INC. — reported RAUM up 26% ($160.2M -> $201.5M). IAPD ↗
60
MATTHIAS PRIVATE WEALTH, LLC — reported RAUM up 26% ($196.3M -> $247.6M). IAPD ↗
60
KINWELL LLC — reported RAUM up 29% ($148.7M -> $192.0M). IAPD ↗
60
BRUCKE FINANCIAL, INC. — reported RAUM up 28% ($157.6M -> $201.0M). IAPD ↗
60
TERAMO ADVISORS, LLC — reported RAUM up 28% ($191.2M -> $244.4M). IAPD ↗
60
FDI WEALTH MANAGEMENT, LLC — reported RAUM up 25% ($174.8M -> $219.3M). IAPD ↗
60
ASG INVESTMENT MANAGEMENT, LLC — reported RAUM up 29% ($182.6M -> $234.8M). IAPD ↗
60
PHILADELPHIA PARTNERS CAPITAL MANAGEMENT, LLC — reported RAUM up 28% ($47.9M -> $61.3M). IAPD ↗
60
GK WEALTH MANAGEMENT LLC — reported RAUM up 28% ($150.7M -> $192.2M). IAPD ↗
60
IMPACT CAPITAL, LLC — reported RAUM up 28% ($188.1M -> $240.3M). IAPD ↗
60
KAIZEN FINANCIAL STRATEGIES, LLC — reported RAUM up 28% ($182.7M -> $234.4M). IAPD ↗
60
REVOLUTION CAPITAL, LLC — reported RAUM up 28% ($140.8M -> $179.8M). IAPD ↗
60
MAVEN CAPITAL PARTNERS, LLC — reported RAUM up 25% ($107.3M -> $134.6M). IAPD ↗
60
FORTHRIGHT FAMILY WEALTH ADVISORY LLC — reported RAUM up 26% ($160.8M -> $202.6M). IAPD ↗
60
ZENITH WEALTH PARTNERS — reported RAUM up 25% ($81.6M -> $102.1M). IAPD ↗
60
INDEPENDENCE WEALTH ADVISORS, LLC — reported RAUM up 27% ($127.9M -> $162.8M). IAPD ↗
60
REFLECTION ASSET MANAGEMENT — reported RAUM up 26% ($130.9M -> $164.9M). IAPD ↗
60
ROCHESTER INVESTMENTS — reported RAUM up 29% ($45.7M -> $58.7M). IAPD ↗
60
LIGHTHOUSE WEALTH MANAGEMENT, LLC — reported RAUM up 29% ($155.0M -> $199.7M). IAPD ↗
60
GREYCLIFF WEALTH MANAGEMENT, LLC — reported RAUM up 29% ($75.0M -> $96.8M). IAPD ↗
60
PARKVIEW ASSET MANAGEMENT, INC. — reported RAUM up 27% ($126.8M -> $160.5M). IAPD ↗
60
AMARA FINANCIAL, LLC — reported RAUM up 26% ($159.0M -> $200.1M). IAPD ↗
60
TEAM WEALTH & TAX ADVISORS — reported RAUM up 26% ($147.2M -> $185.8M). IAPD ↗
60
ATHOS PRIVATE WEALTH LLC — reported RAUM up 27% ($139.1M -> $176.7M). IAPD ↗
60
WINTER & ASSOCIATES, INC. — reported RAUM up 27% ($116.2M -> $147.5M). IAPD ↗
60
STRAUSS FINANCIAL GROUP — reported RAUM up 26% ($190.0M -> $240.0M). IAPD ↗
60
DIRECT FINANCIAL CARE — reported RAUM up 28% ($150.0M -> $192.3M). IAPD ↗
60
DALE Q. RICE INVESTMENT MANAGEMENT — reported RAUM up 29% ($103.1M -> $132.6M). IAPD ↗
60
REDMONT WEALTH — reported RAUM up 27% ($187.1M -> $237.7M). IAPD ↗
60
TETON WEALTH GROUP LLC — reported RAUM up 29% ($128.4M -> $165.5M). IAPD ↗
60
CHROME ADVISORS — reported RAUM up 27% ($100.3M -> $127.5M). IAPD ↗
60
MARKIN ASSET MANAGEMENT, LP — reported RAUM up 25% ($96.2M -> $120.3M). IAPD ↗
60
SIGNAL TREE FINANCIAL PARTNERS LLC — reported RAUM up 27% ($134.7M -> $171.2M). IAPD ↗
60
MITTELMAN WEALTH MANAGEMENT — reported RAUM up 25% ($194.6M -> $243.4M). IAPD ↗
60
CORNERSTONE WEALTH MANAGEMENT GROUP — reported RAUM up 28% ($190.6M -> $244.5M). IAPD ↗
60
SAGE ADVISORS LLC — reported RAUM up 25% ($147.7M -> $184.9M). IAPD ↗
60
JOURNEY RETIREMENT PLANNING AND INVESTMENT MANAGEMENT, LLC — reported RAUM up 27% ($127.3M -> $161.1M). IAPD ↗
60
MINT ASSET MANAGEMENT LLC — reported RAUM up 29% ($43.9M -> $56.5M). IAPD ↗
60
FAMILY FINANCIAL — reported RAUM up 26% ($184.9M -> $232.8M). IAPD ↗
60
STRADA FINANCIAL GROUP LLC — reported RAUM up 26% ($100.3M -> $125.9M). IAPD ↗
60
COLLECTIVE WEALTH PARTNERS, LLC — reported RAUM up 29% ($33.0M -> $42.5M). IAPD ↗
60
ENTREWEALTH — reported RAUM up 27% ($174.7M -> $222.6M). IAPD ↗
60
NUCLO WEALTH — reported RAUM up 27% ($185.0M -> $235.4M). IAPD ↗
60
WILLIAMSON LEGACY GROUP, LLC — reported RAUM up 27% ($164.9M -> $208.7M). IAPD ↗
60
BEST LIFE INFINITY, LLC — reported RAUM up 28% ($30.0M -> $38.5M). IAPD ↗
60
MIRRETTI PERRYMAN WEALTH STRATEGIES, LLC — reported RAUM up 25% ($128.6M -> $161.0M). IAPD ↗
60
ASTRA WEALTH PARTNERS — reported RAUM up 26% ($162.1M -> $204.1M). IAPD ↗
60
FRANKLY FINANCES — reported RAUM up 27% ($126.1M -> $160.2M). IAPD ↗
60
CLARK WEALTH PARTNERS, LLC — reported RAUM up 26% ($169.7M -> $213.4M). IAPD ↗
60
CENTRAL PINE CAPITAL, LLC — reported RAUM up 29% ($156.3M -> $201.5M). IAPD ↗
60
RETIREMENT FINANCIAL GROUP, LLC — reported RAUM up 26% ($121.7M -> $153.3M). IAPD ↗
60
INTERNATIONAL PRIVATE WEALTH ADVISORS LLC — reported RAUM up 30% ($176.9M -> $229.9M). IAPD ↗
60
PALM WEALTH PARTNERS — reported RAUM up 26% ($104.9M -> $132.1M). IAPD ↗
60
ENTRUST INVESTMENT SERVICES, INC — reported RAUM up 29% ($91.6M -> $118.3M). IAPD ↗
60
PENDLETON FINANCIAL WEALTH MANAGEMENT — reported RAUM up 28% ($110.5M -> $141.9M). IAPD ↗
60
CAPTAR PRIVATE WEALTH — reported RAUM up 28% ($107.0M -> $137.0M). IAPD ↗
60
BACKBONE PLANNING PARTNERS LLC — reported RAUM up 28% ($71.2M -> $91.5M). IAPD ↗
60
COVINGTONALSINA — reported RAUM up 27% ($148.9M -> $189.3M). IAPD ↗
60
WEST INVEST — reported RAUM up 27% ($152.3M -> $193.6M). IAPD ↗
60
SALIENT WEALTH PLANNING — reported RAUM up 26% ($158.9M -> $199.9M). IAPD ↗
60
KELLER FINANCIAL GROUP — reported RAUM up 26% ($106.8M -> $135.0M). IAPD ↗
60
STONEPATH WEALTH MANAGEMENT — reported RAUM up 27% ($178.0M -> $225.8M). IAPD ↗
58
HAROLD DANCE INVESTMENTS — reports 251-500 financial-planning clients, up from 101-250. IAPD ↗
58
WEDGEWOOD INVESTORS INC — reports 11-25 financial-planning clients, up from 1-10. IAPD ↗
58
PACIFIC GLOBAL INVESTMENT MANAGEMENT CO — reports 11-25 financial-planning clients, up from 1-10. IAPD ↗
58
SELECT PORTFOLIO MANAGEMENT INC — reports 51-100 financial-planning clients, up from 26-50. IAPD ↗
58
CND FINANCIAL — reports 1-10 financial-planning clients, up from 0. IAPD ↗
58
CALLAHAN CAPITAL MANAGEMENT — reports 11-25 financial-planning clients, up from 1-10. IAPD ↗
58
MACKE FINANCIAL ADVISORY GROUP — reports 101-250 financial-planning clients, up from 51-100. IAPD ↗
58
RICHARD BROTHERS, FINANCIAL ADVISORS — reports 101-250 financial-planning clients, up from 51-100. IAPD ↗
58
COVE WEALTH MANAGEMENT — reports 51-100 financial-planning clients, up from 26-50. IAPD ↗
58
WHITE & COMPANY FINANCIAL PLANNING, INC. — reports 1-10 financial-planning clients, up from 0. IAPD ↗
58
RENAUD & COMPANY, LLC — reports More than 500 financial-planning clients, up from 251-500. IAPD ↗
58
CALVERT WEALTH MANAGEMENT, INC. — reports 26-50 financial-planning clients, up from 11-25. IAPD ↗
58
INTEGRITY PROSPERITY SECURITY (IPS) STRATEGIC CAPITAL — reports 101-250 financial-planning clients, up from 51-100. IAPD ↗
58
KIPLINGER WEALTH ADVISORS — reports 1-10 financial-planning clients, up from 0. IAPD ↗
58
APEX CAPITAL MANAGEMENT, L.L.C. — reports 1-10 financial-planning clients, up from 0. IAPD ↗
58
HOLLINGSWORTH AVENT AVERRE & PURVIS, PA — reports 101-250 financial-planning clients, up from 51-100. IAPD ↗
58
SHAPIRO FINANCIAL SECURITY GROUP, INC. — reports 26-50 financial-planning clients, up from 11-25. IAPD ↗
58
PHASE III ADVISORY SERVICES, LTD — reports 251-500 financial-planning clients, up from 101-250. IAPD ↗
58
ALLISON INVESTMENT MANAGEMENT, LLC — reports 1-10 financial-planning clients, up from 0. IAPD ↗
58
CREW CAPITAL MANAGEMENT, LTD. — reports 51-100 financial-planning clients, up from 26-50. IAPD ↗
58
FINER WEALTH MANAGEMENT, INC. — reports 26-50 financial-planning clients, up from 11-25. IAPD ↗
58
SIERRA FINANCIAL ADVISORY — reports 51-100 financial-planning clients, up from 26-50. IAPD ↗
58
TIMBERCHASE FINANCIAL, LLC — reports 101-250 financial-planning clients, up from 51-100. IAPD ↗
58
JEFFREY CHARLES LLOYD WOLMAN — reports 101-250 financial-planning clients, up from 51-100. IAPD ↗
58
CAMPION ASSET MANAGEMENT, LLC — reports 51-100 financial-planning clients, up from 26-50. IAPD ↗
58
HERBERT J. SIMS CAPITAL MANAGEMENT, INC. — reports 1-10 financial-planning clients, up from 0. IAPD ↗
58
EDGEWATER PRO SPORTS FINANCIAL — reports 101-250 financial-planning clients, up from 51-100. IAPD ↗
58
TRAUB CAPITAL MANAGEMENT — reports 51-100 financial-planning clients, up from 26-50. IAPD ↗
58
PARKS CAPITAL — reports 51-100 financial-planning clients, up from 26-50. IAPD ↗
58
SCHAFFER & COMPANY ASSET MANAGEMENT, INC. — reports 1-10 financial-planning clients, up from 0. IAPD ↗
58
ALPHAQ ADVISORS — reports 1-10 financial-planning clients, up from 0. IAPD ↗
58
RALICKI WEALTH MANAGEMENT & TRUST SERVICES — reports 1-10 financial-planning clients, up from 0. IAPD ↗
58
SECURE INVESTMENT MANAGEMENT, LLC — reports 1-10 financial-planning clients, up from 0. IAPD ↗
58
ROOKWOOD WEALTH MANAGEMENT, LLC — reports 51-100 financial-planning clients, up from 26-50. IAPD ↗
58
LIFEPLAN GROUP — reports 251-500 financial-planning clients, up from 101-250. IAPD ↗
58
PACIFIC WEALTH STRATEGIES GROUP, INC. — reports 251-500 financial-planning clients, up from 101-250. IAPD ↗
58
INVESTMENT MANAGEMENT & PLANNING LLC — reports 1-10 financial-planning clients, up from 0. IAPD ↗
58
SOUTHPORT STATION FINANCIAL MANAGEMENT, LLC — reports 101-250 financial-planning clients, up from 51-100. IAPD ↗
58
CORE CAPITAL MANAGEMENT AND RESEARCH INC. — reports 1-10 financial-planning clients, up from 0. IAPD ↗
58
INFINIUM INVESTMENT ADVISORS, LLC — reports 26-50 financial-planning clients, up from 11-25. IAPD ↗
58
SHAFFER CAPITAL — reports 11-25 financial-planning clients, up from 1-10. IAPD ↗
58
PRINCIPIA WEALTH ADVISORY, LLC — reports 51-100 financial-planning clients, up from 26-50. IAPD ↗
58
SAGE HILL CAPITAL — reports 11-25 financial-planning clients, up from 1-10. IAPD ↗
58
SAGE STONE WEALTH MANAGEMENT LLC — reports 1-10 financial-planning clients, up from 0. IAPD ↗
58
STEWARD ADVISORS, LLC — reports 101-250 financial-planning clients, up from 51-100. IAPD ↗
58
ANTONETTI CAPITAL MANAGEMENT, LLC — reports 1-10 financial-planning clients, up from 0. IAPD ↗
58
EMBARK WEALTH MANAGEMENT, LLC — reports 11-25 financial-planning clients, up from 1-10. IAPD ↗
58
FULCRUM EQUITY MANAGEMENT, LLC — reports 1-10 financial-planning clients, up from 0. IAPD ↗
58
CHARTER WEALTH MANAGEMENT — reports 1-10 financial-planning clients, up from 0. IAPD ↗
58
TOTAL WEALTH ADVISORS, LLC — reports 51-100 financial-planning clients, up from 26-50. IAPD ↗
58
DONALIES FINANCIAL PLANNING, LLC — reports 51-100 financial-planning clients, up from 26-50. IAPD ↗
58
ORCAM FINANCIAL GROUP, LLC — reports 51-100 financial-planning clients, up from 26-50. IAPD ↗
58
BOARDWALK FINANCIAL STRATEGIES LLC — reports 1-10 financial-planning clients, up from 0. IAPD ↗
58
SUMMIT WEALTH GROUP, LLC — reports 251-500 financial-planning clients, up from 101-250. IAPD ↗
58
SEVERIN INVESTMENTS LLC — reports 11-25 financial-planning clients, up from 1-10. IAPD ↗
58
PROFUSION FINANCIAL — reports 1-10 financial-planning clients, up from 0. IAPD ↗
58
HICKORY ASSET MANAGEMENT, INC. — reports 1-10 financial-planning clients, up from 0. IAPD ↗
58
APPIAN WAY FINANCIAL — reports 1-10 financial-planning clients, up from 0. IAPD ↗
58
VANDERPOL INVESTMENTS L.L.C. — reports 26-50 financial-planning clients, up from 11-25. IAPD ↗
58
INVARIANT INVESTMENT MANAGEMENT — reports 251-500 financial-planning clients, up from 101-250. IAPD ↗
58
REFINED WEALTH MANAGEMENT — reports 251-500 financial-planning clients, up from 101-250. IAPD ↗
58
JAYKAY WEALTH ADVISORS, INC. — reports 1-10 financial-planning clients, up from 0. IAPD ↗
58
SOUNDHAVEN CAPITAL MANAGEMENT — reports 26-50 financial-planning clients, up from 11-25. IAPD ↗
58
PARRISH CAPITAL, LLC — reports 11-25 financial-planning clients, up from 1-10. IAPD ↗
58
WEALTHBUILDERS INVESTMENTS — reports 26-50 financial-planning clients, up from 11-25. IAPD ↗
58
11 FINANCIAL — reports 1-10 financial-planning clients, up from 0. IAPD ↗
58
SACKS & ASSOCIATES, LLC — reports 101-250 financial-planning clients, up from 51-100. IAPD ↗
58
WINDWARD WEALTH STRATEGIES, INC. — reports 26-50 financial-planning clients, up from 11-25. IAPD ↗
58
STONE PINE FINANCIAL PARTNERS — reports 11-25 financial-planning clients, up from 1-10. IAPD ↗
58
COSTELLO FINANCIAL PLANNING, INC. — reports 101-250 financial-planning clients, up from 51-100. IAPD ↗
58
TRADEMARK CAPITAL MANAGEMENT INC. — reports 1-10 financial-planning clients, up from 0. IAPD ↗
58
GATES PASS ADVISORS, LLC — reports 11-25 financial-planning clients, up from 1-10. IAPD ↗
58
TFG FINANCIAL ADVISORS, LLC — reports 1-10 financial-planning clients, up from 0. IAPD ↗
58
PENNEY FINANCIAL — reports 51-100 financial-planning clients, up from 26-50. IAPD ↗
58
CLIENT FIRST INVESTMENT MANAGEMENT LLC — reports More than 500 financial-planning clients, up from 251-500. IAPD ↗
58
MINERVA WEALTH ADVISORY — reports 26-50 financial-planning clients, up from 11-25. IAPD ↗
58
17 CAPITAL PARTNERS, LLC — reports 1-10 financial-planning clients, up from 0. IAPD ↗
58
ATLATL ADVISERS — reports 101-250 financial-planning clients, up from 51-100. IAPD ↗
58
Q3 ADVISORS, LLC — reports 251-500 financial-planning clients, up from 101-250. IAPD ↗
58
KEENAN FINANCIAL — reports More than 500 financial-planning clients, up from 251-500. IAPD ↗
58
HIGGINS & SCHMIDT WEALTH STRATEGIES LLC — reports 251-500 financial-planning clients, up from 101-250. IAPD ↗
58
SOUND FINANCIAL STRATEGIES GROUP, LLC — reports 1-10 financial-planning clients, up from 0. IAPD ↗
58
DEFINE FINANCIAL, LLC — reports 101-250 financial-planning clients, up from 51-100. IAPD ↗
58
BROOKLAWN CAPITAL ADVISORS — reports 11-25 financial-planning clients, up from 1-10. IAPD ↗
58
CMG FINANCIAL CONSULTING — reports 101-250 financial-planning clients, up from 51-100. IAPD ↗
58
ARIA WEALTH MANAGEMENT — reports 11-25 financial-planning clients, up from 1-10. IAPD ↗
58
RING MOUNTAIN CAPITAL, LLC — reports 1-10 financial-planning clients, up from 0. IAPD ↗
58
BLACKTOWER FINANCIAL MANAGEMENT (US) LLC — reports 251-500 financial-planning clients, up from 101-250. IAPD ↗
58
BRAZOS CAPITAL — reports 11-25 financial-planning clients, up from 1-10. IAPD ↗
58
PRISM PLANNING PARTNERS — reports 51-100 financial-planning clients, up from 26-50. IAPD ↗
58
SHARPEPOINT, LLC — reports 11-25 financial-planning clients, up from 1-10. IAPD ↗
58
FDI WEALTH MANAGEMENT, LLC — reports 1-10 financial-planning clients, up from 0. IAPD ↗
58
ASG INVESTMENT MANAGEMENT, LLC — reports More than 500 financial-planning clients, up from 251-500. IAPD ↗
58
STEWARDS ADVISORY SERVICES — reports 51-100 financial-planning clients, up from 26-50. IAPD ↗
58
IMPACT CAPITAL, LLC — reports 101-250 financial-planning clients, up from 51-100. IAPD ↗
58
PROXY WEALTH ADVISORS LLC — reports 51-100 financial-planning clients, up from 26-50. IAPD ↗
58
BENCHMARK WEALTH MANAGEMENT — reports 51-100 financial-planning clients, up from 26-50. IAPD ↗
58
DELOS WEALTH ADVISORS — reports 51-100 financial-planning clients, up from 26-50. IAPD ↗
58
FOUNDRY WEALTH ADVISORS, LLC — reports 101-250 financial-planning clients, up from 51-100. IAPD ↗
58
BONE FIDE WEALTH — reports 51-100 financial-planning clients, up from 26-50. IAPD ↗
58
INSCRIPTION FAMILY OFFICE, LLC — reports 1-10 financial-planning clients, up from 0. IAPD ↗
58
BLUEDOOR PRIVATE WEALTH, LLC — reports 26-50 financial-planning clients, up from 11-25. IAPD ↗
58
CONNECTICUT CAPITAL MANAGEMENT GROUP, LLC — reports 11-25 financial-planning clients, up from 1-10. IAPD ↗
58
DEFINED WEALTH MANAGEMENT, LLC — reports 51-100 financial-planning clients, up from 26-50. IAPD ↗
58
GREAT POINT ADVISORS, LLC — reports 1-10 financial-planning clients, up from 0. IAPD ↗
58
RIDGELINE WEALTH PLANNING LLC — reports 101-250 financial-planning clients, up from 51-100. IAPD ↗
58
ADVISOR SHARE WEALTH MANAGEMENT, LLC — reports 1-10 financial-planning clients, up from 0. IAPD ↗
58
MANER WEALTH — reports 1-10 financial-planning clients, up from 0. IAPD ↗
58
SONOMA PRIVATE WEALTH LLC — reports 26-50 financial-planning clients, up from 11-25. IAPD ↗
58
DRIVEN INVESTMENTS LLC — reports 101-250 financial-planning clients, up from 51-100. IAPD ↗
58
CLARUS GROUP LLC — reports 101-250 financial-planning clients, up from 51-100. IAPD ↗
58
STRAUSS FINANCIAL GROUP — reports 1-10 financial-planning clients, up from 0. IAPD ↗
58
INTENTIONAL RETIREMENT, LLC — reports 251-500 financial-planning clients, up from 101-250. IAPD ↗
58
VERICREST PRIVATE WEALTH, LLC — reports 51-100 financial-planning clients, up from 26-50. IAPD ↗
58
NEXWEALTH LLC — reports 26-50 financial-planning clients, up from 11-25. IAPD ↗
58
BLOM & HOWELL FINANCIAL PLANNING, INC. — reports 1-10 financial-planning clients, up from 0. IAPD ↗
58
SIGNAL TREE FINANCIAL PARTNERS LLC — reports 11-25 financial-planning clients, up from 1-10. IAPD ↗
58
JENNINGS & ASSOCIATES FINANCIAL ADVISORS, LLC — reports 1-10 financial-planning clients, up from 0. IAPD ↗
58
WILON WEALTH MANAGEMENT — reports 251-500 financial-planning clients, up from 101-250. IAPD ↗
58
TALISMAN WEALTH ADVISORS, LLC — reports 51-100 financial-planning clients, up from 26-50. IAPD ↗
58
FAITH INVESTOR SERVICES — reports 26-50 financial-planning clients, up from 11-25. IAPD ↗
58
MILLER AVENUE ADVISORS LLC — reports 51-100 financial-planning clients, up from 26-50. IAPD ↗
58
ATTENTIVE INVESTMENTS, LLC — reports 1-10 financial-planning clients, up from 0. IAPD ↗
58
GRAETZ WEALTH — reports 1-10 financial-planning clients, up from 0. IAPD ↗
58
REAL TALK CAPITAL, LLC — reports 26-50 financial-planning clients, up from 11-25. IAPD ↗
58
ADVISOR.COM — reports More than 500 financial-planning clients, up from 251-500. IAPD ↗
58
CONWAY PARTNERS — reports 26-50 financial-planning clients, up from 11-25. IAPD ↗
58
ALPHA ZERO LLC — reports 51-100 financial-planning clients, up from 26-50. IAPD ↗
58
TABLEAUX WEALTH — reports 11-25 financial-planning clients, up from 1-10. IAPD ↗
58
TIER ONE WEALTH MANAGEMENT — reports 1-10 financial-planning clients, up from 0. IAPD ↗
58
KORZO FINANCIAL LLC — reports 1-10 financial-planning clients, up from 0. IAPD ↗
58
MAGNOLIA PRIVATE WEALTH, LLC — reports 101-250 financial-planning clients, up from 51-100. IAPD ↗
58
STRATEGIC WEALTH CAPITAL — reports 51-100 financial-planning clients, up from 26-50. IAPD ↗
58
BACKBONE PLANNING PARTNERS LLC — reports 1-10 financial-planning clients, up from 0. IAPD ↗
58
COVINGTONALSINA — reports More than 500 financial-planning clients, up from 251-500. IAPD ↗
58
ALPHA-LAB ASSET MANAGEMENT INC. — reports 1-10 financial-planning clients, up from 0. IAPD ↗
58
WEST INVEST — reports 1-10 financial-planning clients, up from 0. IAPD ↗
58
KELLER FINANCIAL GROUP — reports 1-10 financial-planning clients, up from 0. IAPD ↗
58
RASP WEALTH SOLUTIONS, LLC — reports 1-10 financial-planning clients, up from 0. IAPD ↗
58
BENJAMINS MONEY — reports 1-10 financial-planning clients, up from 0. IAPD ↗
58
MURPHY & MULLICK CAPITAL MANAGEMENT CORP — reports 1-10 financial-planning clients, up from 0. IAPD ↗
58
GLR INVESTMENT ADVISORY LLC — reports 1-10 financial-planning clients, up from 0. IAPD ↗
58
TORREN MANAGEMENT, LLC — reports 1-10 financial-planning clients, up from 0. IAPD ↗
58
FIRESIDE CAPITAL ADVISORS — reports 11-25 financial-planning clients, up from 1-10. IAPD ↗
58
MARINER WEALTH ADVISORS — reports 1-10 financial-planning clients, up from 0. IAPD ↗
58
PROMETHIUM — reports 1-10 financial-planning clients, up from 0. IAPD ↗
58
RDG CAPITAL MANAGEMENT LLC — reports 26-50 financial-planning clients, up from 11-25. IAPD ↗
58
INFLECTION CAPITAL MANAGEMENT, LLC — reports 1-10 financial-planning clients, up from 0. IAPD ↗
58
APEX INVESTMENT GROUP — reports 1-10 financial-planning clients, up from 0. IAPD ↗
85
HACKMAN CAPITAL PARTNERS, LLC — (CULVER CITY, CA) is newly SEC-registered with $2.31B RAUM and 17 advisory reps. IAPD ↗fund
85
WAYSTONE ASSET MANAGEMENT (USA) LLC — (CHICAGO, IL) is newly SEC-registered (provisional 120-day approval) with $0 RAUM and 3 advisory reps. IAPD ↗institutional
85
C1 ADVISORS LLC — (PALO ALTO, CA) is newly SEC-registered (provisional 120-day approval) with $0 RAUM and 4 advisory reps. IAPD ↗institutional
85
VARIADIC LLC — (NEW YORK, NY) is newly SEC-registered (provisional 120-day approval) with $25.0M RAUM and 11 advisory reps. IAPD ↗institutional
85
SECONDMARKET FINANCIAL, LLC — (NEW YORK, NY) is newly SEC-registered (provisional 120-day approval) with $0 RAUM and 1 advisory reps. IAPD ↗institutional
85
LATTIS MANAGEMENT LP — (NEW YORK, NY) is newly SEC-registered (provisional 120-day approval) with $0 RAUM and 2 advisory reps. IAPD ↗institutional
85
AUDAX PDB MANAGEMENT COMPANY, LLC — (NEW YORK, NY) is newly SEC-registered (provisional 120-day approval) with $0 RAUM and 71 advisory reps. IAPD ↗institutional
85
MOZAYYX MANAGEMENT LLC — (AUSTIN, TX) is newly SEC-registered (provisional 120-day approval) with $0 RAUM and 2 advisory reps. IAPD ↗institutional
85
FREMEN CAPITAL — (STAMFORD, CT) is newly SEC-registered (provisional 120-day approval) with $0 RAUM and 1 advisory reps. IAPD ↗institutional
85
CAIRD INVESTMENTS — (DALLAS, TX) is newly SEC-registered (provisional 120-day approval) with $0 RAUM and 4 advisory reps. IAPD ↗institutional
85
BLACK LAKE INVESTMENTS LLC — (SHOREWOOD, MN) is newly SEC-registered (provisional 120-day approval) with $0 RAUM and 1 advisory reps. IAPD ↗institutional
85
CIBRA CAPITAL LLC — (NEW YORK, NY) is newly SEC-registered (provisional 120-day approval) with $0 RAUM and 2 advisory reps. IAPD ↗institutional
85
FBMC RETIREMENT SOLUTIONS, LLC — (TALLAHASSEE, FL) is newly SEC-registered (provisional 120-day approval) with $0 RAUM and 1 advisory reps. IAPD ↗institutional
85
DERBY LANE — (location n/a) is newly SEC-registered (provisional 120-day approval) with $0 RAUM and 1 advisory reps. IAPD ↗institutional
85
GARNET CREDIT MANAGEMENT LLC — (NEW YORK, NY) is newly SEC-registered (provisional 120-day approval) with $0 RAUM and 3 advisory reps. IAPD ↗institutional
85
SIMPLEADVISORY LLC — (GARDEN CITY, NY) is newly SEC-registered (provisional 120-day approval) with $0 RAUM and 2 advisory reps. IAPD ↗institutional
85
ASPEN RENEWABLE INVESTMENTS, L.L.C. — (NEW YORK, NY) is newly SEC-registered with $1.02B RAUM and 6 advisory reps. IAPD ↗fund
85
REPOWER HOLDINGS LLP — (DOVER, DE) is newly SEC-registered (provisional 120-day approval) with $0 RAUM and 5 advisory reps. IAPD ↗institutional
85
2E CAPITAL PARTNERS LP — (NEW YORK, NY) is newly SEC-registered (provisional 120-day approval) with $0 RAUM and 3 advisory reps. IAPD ↗institutional
85
DARWINS RIVER CAPITAL — (NEW YORK, NY) is newly SEC-registered (provisional 120-day approval) with $0 RAUM and 3 advisory reps. IAPD ↗institutional
85
TIAA WEALTH INVESTMENT MANAGEMENT LLC — (NEW YORK, NY) is newly SEC-registered with $0 RAUM and 1 advisory reps. IAPD ↗institutional
85
THREE FIFTY EIGHT INVESTMENT GROUP, LLC — (location n/a) is newly SEC-registered (provisional 120-day approval) with $0 RAUM and 2 advisory reps. IAPD ↗institutional
85
ROYALTY PHARMA MANAGER, LLC — (NEW YORK, NY) is newly SEC-registered with $0 RAUM and 0 advisory reps. IAPD ↗institutional
85
AMPLIUS ASSET MANAGEMENT, LLC — (BLUE BELL, PA) is newly SEC-registered with $0 RAUM and 8 advisory reps. IAPD ↗institutional
85
SEABURY CAPITAL MANAGEMENT LLC — (NEW YORK, NY) is newly SEC-registered (provisional 120-day approval) with $0 RAUM and 6 advisory reps. IAPD ↗institutional
85
MPACT CAPITAL — (location n/a) is newly SEC-registered (provisional 120-day approval) with $0 RAUM and 3 advisory reps. IAPD ↗institutional
85
ROYALTY PHARMA SUB-MANAGER, LLC — (NEW YORK, NY) is newly SEC-registered with $0 RAUM and 0 advisory reps. IAPD ↗institutional
85
85
SMA CAPITAL LLC — (STAMFORD, CT) is newly SEC-registered (provisional 120-day approval) with $0 RAUM and 4 advisory reps. IAPD ↗institutional
85
SAVA CAPITAL LLC — (DORADO, PR) is newly SEC-registered (provisional 120-day approval) with $0 RAUM and 1 advisory reps. IAPD ↗institutional
85
PANTHEON INFRA ADVISORS, LLC — (SAN FRANCISCO, CA) is newly SEC-registered with $0 RAUM and 4 advisory reps. IAPD ↗institutional
83
TELESCOPE PARTNERS LLC — (SAN FRANCISCO, CA) is newly SEC-registered with $819.7M RAUM and 7 advisory reps. IAPD ↗fund
83
4D ADVISORS, LLC — (REDONDO BEACH, CA) is newly SEC-registered with $262.2M RAUM and 2 advisory reps. IAPD ↗fund
83
VELOCITY CAPITAL MANAGEMENT LLC — (NEW YORK, NY) is newly SEC-registered with $256.4M RAUM and 7 advisory reps. IAPD ↗fund
83
10 EAST PARTNERS LLC — (NEW YORK, NY) is newly SEC-registered with $253.4M RAUM and 6 advisory reps. IAPD ↗fund
83
ONE BOW RIVER ADVISERS, LLC. — (COLORADO SPRINGS, CO) is newly SEC-registered with $519.0M RAUM and 8 advisory reps. IAPD ↗fund
83
BROADVIEW MANAGEMENT, LLC — (ST. LOUIS, MO) is newly SEC-registered with $335.0M RAUM and 12 advisory reps. IAPD ↗fund
80
WOODLOCK HOUSE FAMILY CAPITAL — (location n/a) is newly SEC-registered with $189.9M RAUM and 1 advisory reps. IAPD ↗fund
80
ALTRIARCH ASSET MANAGEMENT, LLC — (CHARLESTON, SC) is newly SEC-registered with $163.6M RAUM and 5 advisory reps. IAPD ↗fund
80
PROSPERA FUNDS, INC. — (ISLE OF PALMS, SC) is newly SEC-registered (provisional 120-day approval) with $0 RAUM and 2 advisory reps. IAPD ↗fund
80
EREZ ASSET MANAGEMENT, LLC — (NEW ROCHELLE, NY) is newly SEC-registered with $30.1M RAUM and 1 advisory reps. IAPD ↗fund
80
M37 MANAGEMENT LP — (MENLO PARK, CA) is newly SEC-registered with $232.6M RAUM and 4 advisory reps. IAPD ↗fund
80
TOWNSHIP CAPITAL, LLC — (WEST PALM BEACH, FL) is newly SEC-registered (provisional 120-day approval) with $80.8M RAUM and 6 advisory reps. IAPD ↗fund
80
SABA LT, LP — (NEW YORK, NY) is newly SEC-registered with $178.4M RAUM and 6 advisory reps. IAPD ↗fund
80
PEACHTREE GROUP — (ATLANTA, GA) is newly SEC-registered with $155.7M RAUM and 68 advisory reps. IAPD ↗fund
80
COASTLANDS CAPITAL LP — (location n/a) is newly SEC-registered (provisional 120-day approval) with $0 RAUM and 1 advisory reps. IAPD ↗fund
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ALPINVEST PRIVATE EQUITY INVESTMENT MANAGEMENT, LLC — grew from 92 to 106 advisory reps. IAPD ↗institutional
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BLACKSTONE ALTERNATIVE INVESTMENT ADVISORS LLC — grew from 98 to 108 advisory reps. IAPD ↗institutional
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BLUE OWL ALTERNATIVE CREDIT ADVISORS II LLC — grew from 170 to 210 advisory reps. IAPD ↗institutional
70
VINVA INVESTMENT MANAGEMENT — (SYDNEY, NSW, Australia) is newly SEC-registered with $14.67B RAUM and 15 advisory reps. IAPD ↗foreign
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BROOKFIELD ASSET MGMT PRIVATE INST CAPITAL ADVISER (CREDIT), LLC — grew from 1175 to 1219 advisory reps. IAPD ↗fund
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ASTARIS CAPITAL MANAGEMENT LLP — (LONDON, United Kingdom) is newly SEC-registered with $721.0M RAUM and 5 advisory reps. IAPD ↗foreign
68
INTERNATIONAL MONEY MATTERS PVT LTD — (BANGALORE, KARNATAKA, India) is newly SEC-registered with $311.6M RAUM and 21 advisory reps. IAPD ↗foreign
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SILVER POINT SPECIALTY CREDIT FUND MANAGEMENT, LLC — grew from 103 to 109 advisory reps. IAPD ↗institutional
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SIXTH STREET LENDING PARTNERS ADVISERS, LLC — reported RAUM up 171% ($3.14B -> $8.51B). IAPD ↗institutional
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DRAGON CAPITAL MANAGEMENT (HK) LIMITED — (CENTRAL, Hong Kong) is newly SEC-registered with $95.8M RAUM and 1 advisory reps. IAPD ↗foreign
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TAULA CAPITAL MANAGEMENT (DIFC) LTD — (DUBAI, United Arab Emirates) is newly SEC-registered (provisional 120-day approval) with $0 RAUM and 3 advisory reps. IAPD ↗foreign
65
HIGHGATE GROUP USA INC. — (MONTREAL, QUEBEC, Canada) is newly SEC-registered with $0 RAUM and 3 advisory reps. IAPD ↗foreign
65
SYGNUS CAPITAL SL LIMITED — (CASTRIES, Saint Lucia) is newly SEC-registered with $0 RAUM and 2 advisory reps. IAPD ↗foreign
65
Q WEALTH USA INC. — (TORONTO, ONTARIO, Canada) is newly SEC-registered with $0 RAUM and 1 advisory reps. IAPD ↗foreign
65
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VENICE CAPITAL LLC — (SAO PAULO, Brazil) is newly SEC-registered with $0 RAUM and 2 advisory reps. IAPD ↗foreign
65
ALAMUT CAPITAL — (TORONTO, Canada) is newly SEC-registered with $0 RAUM and 1 advisory reps. IAPD ↗foreign
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PACIFIC AVENUE CAPITAL PARTNERS MANAGEMENT COMPANY LLC — grew from 18 to 27 advisory reps. IAPD ↗fund
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SUSTAINABLE INSIGHT CAPITAL MANAGEMENT, LLC — reported RAUM up 87% ($173.6M -> $324.1M). IAPD ↗institutional
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DRC INVESTMENT ADVISORS, LLC — 's provisional registration is now fully approved. IAPD ↗institutional
63
ERIC M FLANAGAN TRADING, LLC — 's provisional registration is now fully approved. IAPD ↗institutional
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BLACKSTONE STRATEGIC CAPITAL ADVISORS, L.L.C. — reported RAUM up 82% ($10.58B -> $19.21B). IAPD ↗fund
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BAM CREDIT AND INSURANCE SOLUTIONS ADVISOR LLC — reported RAUM up 167% ($34.50B -> $92.25B). IAPD ↗fund
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WISDOMTREE DIGITAL MANAGEMENT, INC. — reported RAUM up 581% ($18.9M -> $129.0M). IAPD ↗institutional
60
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US INNOVATIVE TECHNOLOGY CAPITAL MANAGEMENT, LLC — reported RAUM up 80% ($2.37B -> $4.26B). IAPD ↗fund
60
60
60
60
60
60
60
60
CAZ INVESTMENTS REGISTERED ADVISER LLC — reported RAUM up 239% ($53.0M -> $179.9M). IAPD ↗institutional
60
MUZINICH DIRECT LENDING ADVISER, LLC — reported RAUM up 10108074% ($1,000 -> $101.1M). IAPD ↗institutional
60
60
60
60
60
60
60
60
60
60
60
60
60
60
60
60
60
60
60
60
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60
60
PRIORITY SENIOR SECURED INCOME MANAGEMENT, LLC — grew from 7 to 9 advisory reps. IAPD ↗institutional
60
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60
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60
HYPATIA CAPITAL MANAGEMENT LLC — 's provisional registration is now fully approved. IAPD ↗institutional
60
GEMCORP CAPITAL ADVISORS LLC — 's provisional registration is now fully approved. IAPD ↗institutional
60
60
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60
60
IDIRECT PRIVATE CREDIT ADVISORS LLC — 's provisional registration is now fully approved. IAPD ↗institutional
60
60
59
59
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59
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59
59
59
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EAGLE POINT ENHANCED INCOME MANAGEMENT LLC — reported RAUM up 75% ($52.1M -> $91.1M). IAPD ↗institutional
59
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QUANTECH SOLUTION PARTNERS NORTH AMERICA INC. — reported RAUM up 50% ($197.1M -> $296.1M). IAPD ↗institutional
58
58
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58
SEMINAL FOOD AND NUTRITION INVESTMENTS, LLC — reported RAUM up 114% ($167.5M -> $358.4M). IAPD ↗fund
58
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CYPRESS POINT INVESTMENT MANAGEMENT LP — 's provisional registration is now fully approved. IAPD ↗fund
58
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56
CALVERT IMPACT ADVISORY SERVICES, LLC — reported RAUM up 57% ($111.3M -> $174.6M). IAPD ↗institutional
56
56
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COMMUNITY DEVELOPMENT FUND ADVISORS, LLC — reported RAUM up 54% ($133.9M -> $206.1M). IAPD ↗institutional
55
55
55
CNL STRATEGIC CAPITAL MANAGEMENT, LLC — reported RAUM up 27% ($1.01B -> $1.29B). IAPD ↗institutional
55
55
55
55
LEVINE LEICHTMAN STRATEGIC CAPITAL, LLC — reported RAUM up 27% ($1.01B -> $1.29B). IAPD ↗institutional
55
55
55
55
55
55
55
55
55
55
55
55
55
55
55
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55
EFG ASSET MANAGEMENT (NORTH AMERICA) CORP — reported RAUM up 40% ($533.0M -> $743.8M). IAPD ↗institutional
55
55
55
55
55
55
55
55
55
55
55
55
55
55
55
55
55
55
55
55
55
55
55
55
55
55
55
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55
SCHRODER INVESTMENT MANAGEMENT NORTH AMERICA LTD — grew from 317 to 430 advisory reps. IAPD ↗foreign
55
55
55
55
55
55
55
55
55
55
55
55
55
55
55
55
55
55
55
55
BROOKFIELD ASSET MANAGEMENT PIC ADVISER (PRIVATE EQUITY), L.P. — grew from 1175 to 1219 advisory reps. IAPD ↗foreign
55
55
55
55
55
55
GOLDMAN SACHS ASSET MANAGEMENT (SINGAPORE) PTE. LTD. — grew from 30 to 46 advisory reps. IAPD ↗foreign
55
55
55
55
55
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COALESCENCE PARTNERS INVESTMENT MANAGEMENT LP — reported RAUM up 58% ($206.4M -> $326.6M). IAPD ↗fund
54
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PARADIGM PARTNERS CAPITAL MANAGEMENT — reported RAUM up 25% ($548.0M -> $687.3M). IAPD ↗institutional
53
53
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52
HILLCREST CREDIT AND INCOME FUND II MANAGER, LLC — reported RAUM up 47% ($282.0M -> $414.9M). IAPD ↗fund
52
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52
52
52
52
52
52
52
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52
52
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52
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52
M.D. SASS-MACQUARIE FINANCIAL STRATEGIES MANAGEMENT COMPANY, LLC — grew from 1 to 3 advisory reps. IAPD ↗fund
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CHAMONIX PARTNERS CAPITAL MANAGEMENT LLC — reported RAUM up 34% ($108.5M -> $145.2M). IAPD ↗institutional
51
51
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50
CARLYLE GLOBAL CREDIT INVESTMENT MANAGEMENT L.L.C. — reported RAUM up 26% ($46.76B -> $58.97B). IAPD ↗fund
50
50
50
50
50
50
50
50
50
50
50
FRUGAL FINANCIAL RETIREMENT PLAN SERVICES, LLC — reported RAUM up 25% ($136.3M -> $170.7M). IAPD ↗institutional
50
50
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PACIFIC AVENUE CAPITAL PARTNERS MANAGEMENT COMPANY LLC — reported RAUM up 26% ($1.08B -> $1.36B). IAPD ↗fund
50
50
50
50
50
50
50
50
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MERCER ADVISORS PRIVATE ASSET MANAGEMENT, INC. — reported RAUM up 44% ($41.0M -> $59.0M). IAPD ↗fund
48
48
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48
47
47
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BOSERA ASSET MANAGEMENT (INTERNATIONAL) CO., LIMITED — grew from 11 to 17 advisory reps. IAPD ↗foreign
46
46
46
45
45
45
45
45
45
CHINA ASSET MANAGEMENT (HONG KONG) LIMITED — reported RAUM up 78% ($7.17B -> $12.75B). IAPD ↗foreign
45
45
45
45
45
45
45
45
45
45
45
45
45
45
TAULA CAPITAL MANAGEMENT (JERSEY) LIMITED — reported RAUM up 111% ($75.87B -> $160.37B). IAPD ↗foreign
45
45
45
45
45
45
45
45
45
45
45
45
45
45
45
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45
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44
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43
J. SAFRA SARASIN ASSET MANAGEMENT (NORTH AMERICA) LTD — grew from 3 to 8 advisory reps. IAPD ↗foreign
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43
42
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42
42
42
40
40
40
40
40
40
40
40
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40
40
40
40
39
HSBC GLOBAL ASSET MANAGEMENT (HONG KONG) LIMITED — reported RAUM up 47% ($87.57B -> $128.35B). IAPD ↗foreign
39
39
39
39
39
JPMORGAN ASSET MANAGEMENT (ASIA PACIFIC) LIMITED — reported RAUM up 48% ($85.54B -> $126.66B). IAPD ↗foreign
39
39
LGT WEALTH MANAGEMENT US LIMITED — reports 101-250 financial-planning clients, up from 11-25. IAPD ↗foreign
39
38
38
38
37
37
37
37
37
37
37
37
37
37
37
36
HSBC GLOBAL ASSET MANAGEMENT (UK) LIMITED — reported RAUM up 31% ($160.70B -> $210.25B). IAPD ↗foreign
36
36
36
36
36
36
36
36
COMPLUS ASSET MANAGEMENT (SINGAPORE) PTE. LTD. — reported RAUM up 32% ($4.07B -> $5.35B). IAPD ↗foreign
36
36
35
35
35
35
35
35
35
BOSERA ASSET MANAGEMENT (INTERNATIONAL) CO., LIMITED — reported RAUM up 26% ($10.82B -> $13.60B). IAPD ↗foreign
35
GORDIAN CAPITAL SINGAPORE PRIVATE LIMITED — reported RAUM up 29% ($11.89B -> $15.30B). IAPD ↗foreign
35
35
34
33
33
MARCUARD FAMILY OFFICE LTD — reports 101-250 financial-planning clients, up from 51-100. IAPD ↗foreign
33
ISLANDBRIDGE CAPITAL LIMITED — reports 26-50 financial-planning clients, up from 11-25. IAPD ↗foreign
30
30
28
28
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.