Financial planning software — April 2026
Financial-planning, tax, and estate software (eMoney, MoneyGuide, RightCapital, Holistiplan, Wealth.com).
4875 firms opened this window in the April 2026 SEC roster: 2303 aum up, 1514 headcount up, 743 planning clients up, 170 new registration, 85 planning started, 60 pending approved.
98
CERTIS CAPITAL MANAGEMENT, INC. — (SANTA BARBARA, CA) is newly SEC-registered with $255.9M RAUM and 3 advisory reps. IAPD ↗
98
PLANGUIDE FINANCIAL — (SOUTHLAKE, TX) is newly SEC-registered with $277.2M RAUM and 2 advisory reps. IAPD ↗
98
SAGE TRADING COLLECTIVE — (location n/a) is newly SEC-registered with $505.0M RAUM and 1 advisory reps. IAPD ↗
95
LASALLE INVESTMENT ADVISORS, INC. — (PEWAUKEE, WI) is newly SEC-registered with $133.6M RAUM and 5 advisory reps. IAPD ↗
95
CARDENAS ASSET MANAGEMENT, LLC — (location n/a) is newly SEC-registered with $149.3M RAUM and 1 advisory reps. IAPD ↗
95
ALLRIDGE WEALTH MANAGEMENT, INC — (ASHBURN, VA) is newly SEC-registered with $103.3M RAUM and 2 advisory reps. IAPD ↗
95
CLASSIC FINANCIAL — (WESTLAKE VILLAGE, CA) is newly SEC-registered with $151.6M RAUM and 1 advisory reps. IAPD ↗
95
GVS FINANCIAL GROUP, INC. — (location n/a) is newly SEC-registered with $118.0M RAUM and 1 advisory reps. IAPD ↗
95
KALEEL INVESTMENT ADVISORS, LLC — (BOSTON, MA) is newly SEC-registered with $145.4M RAUM and 2 advisory reps. IAPD ↗
95
PURPOSEFUL FINANCIAL AND LEGACY PLANNING — (location n/a) is newly SEC-registered with $107.1M RAUM and 1 advisory reps. IAPD ↗
95
OAK STREET ADVISORS — (MYRTLE BEACH, SC) is newly SEC-registered with $126.2M RAUM and 2 advisory reps. IAPD ↗
95
NORTHFORT FINANCIAL, LLC — (location n/a) is newly SEC-registered with $118.6M RAUM and 3 advisory reps. IAPD ↗
95
NAVIGO WEALTH MANAGEMENT, LLC — (location n/a) is newly SEC-registered with $129.9M RAUM and 6 advisory reps. IAPD ↗
95
ZUCKERMAN CAPITAL MANAGEMENT, LLC — (LOS ANGELES, CA) is newly SEC-registered with $123.5M RAUM and 2 advisory reps. IAPD ↗
95
VCM WEALTH — (location n/a) is newly SEC-registered with $104.8M RAUM and 2 advisory reps. IAPD ↗
95
HOLM & CAWLEY FINANCIAL GROUP LLC — (LAS VEGAS, NV) is newly SEC-registered with $128.8M RAUM and 4 advisory reps. IAPD ↗
95
EVANS WEALTH MANAGEMENT — (DULUTH, GA) is newly SEC-registered with $111.1M RAUM and 1 advisory reps. IAPD ↗
95
CAPSTONE WEALTH PARTNERS — (DUBLIN, OH) is newly SEC-registered with $114.9M RAUM and 3 advisory reps. IAPD ↗
95
FLETCHER FINANCIAL GROUP — (WEST MONROE, LA) is newly SEC-registered with $133.0M RAUM and 3 advisory reps. IAPD ↗
95
ATON ADVISORS, LLC — (location n/a) is newly SEC-registered with $116.4M RAUM and 1 advisory reps. IAPD ↗
95
TWIN CITIES RETIREMENT GROUP — (PLYMOUTH, MN) is newly SEC-registered with $134.9M RAUM and 2 advisory reps. IAPD ↗
95
CDP FINANCIAL GROUP, LLC — (LITTLETON, CO) is newly SEC-registered with $100.5M RAUM and 2 advisory reps. IAPD ↗
95
WITT FINANCIAL GROUP, LLC — (CROSSVILLE, TN) is newly SEC-registered with $160.5M RAUM and 2 advisory reps. IAPD ↗
95
SAGA FINANCIAL MANAGEMENT — (location n/a) is newly SEC-registered with $107.0M RAUM and 1 advisory reps. IAPD ↗
95
HOGAN INVESTMENT COUNSEL, LLC — (CORDOVA, TN) is newly SEC-registered with $107.2M RAUM and 1 advisory reps. IAPD ↗
95
VERITAS WEALTH MANAGEMENT, LLC — (SALT LAKE CITY, UT) is newly SEC-registered with $135.8M RAUM and 1 advisory reps. IAPD ↗
95
WMS GROUP LLC — (location n/a) is newly SEC-registered with $125.3M RAUM and 2 advisory reps. IAPD ↗
95
GRUPP FINANCIAL LLC — (JACKSON, WY) is newly SEC-registered with $100.1M RAUM and 3 advisory reps. IAPD ↗
95
WEALTH ENGINEERS, LLC — (DENVER, CO) is newly SEC-registered with $117.6M RAUM and 1 advisory reps. IAPD ↗
95
SHELTER WEALTH STRATEGIES, LLC — (HOUSTON, TX) is newly SEC-registered with $144.1M RAUM and 8 advisory reps. IAPD ↗
95
RYZOME INVESTMENT ADVISORS — (OKEMOS, MI) is newly SEC-registered with $116.1M RAUM and 2 advisory reps. IAPD ↗
95
RUNEY & ASSOCIATES WEALTH MANAGEMENT — (MOUNT PLEASANT, SC) is newly SEC-registered with $104.8M RAUM and 2 advisory reps. IAPD ↗
95
MADRID RETIREMENT ADVISORS — (MANHATTAN BEACH, CA) is newly SEC-registered with $184.2M RAUM and 2 advisory reps. IAPD ↗
95
COASTAL WEALTH ADVISORS, LLC — (JOHNS ISLAND, SC) is newly SEC-registered with $106.6M RAUM and 2 advisory reps. IAPD ↗
95
PALANTE WEALTH ADVISORS, LLC — (PENNINGTON, NJ) is newly SEC-registered with $115.5M RAUM and 3 advisory reps. IAPD ↗
95
MODERNIST FINANCIAL, LLC — (PORTLAND, OR) is newly SEC-registered with $113.3M RAUM and 3 advisory reps. IAPD ↗
95
WEALTHSHAPE LLC — (WINDSOR, CT) is newly SEC-registered with $109.4M RAUM and 1 advisory reps. IAPD ↗
95
LOTUS ASSET MANAGEMENT LIMITED LIABILITY COMPANY — (location n/a) is newly SEC-registered with $120.5M RAUM and 1 advisory reps. IAPD ↗
95
TIDEHAVEN WEALTH, LLC — (MOUNT PLEASANT, SC) is newly SEC-registered with $125.0M RAUM and 2 advisory reps. IAPD ↗
95
TRIPLE SUMMIT ADVISORS, LLC — (location n/a) is newly SEC-registered with $108.5M RAUM and 2 advisory reps. IAPD ↗
95
DOMESTIQUE CAPITAL LLC — (location n/a) is newly SEC-registered with $102.4M RAUM and 2 advisory reps. IAPD ↗
95
ADVISORY ADVOCATES LLC — (GRAND RAPIDS, MI) is newly SEC-registered with $158.6M RAUM and 7 advisory reps. IAPD ↗
95
TRUSCO INVESTMENT MANAGEMENT, LLC — (NASHVILLE, TN) is newly SEC-registered with $107.0M RAUM and 2 advisory reps. IAPD ↗
95
TRUE SQUARE FINANCIAL LLC — (ATLANTA, GA) is newly SEC-registered with $178.8M RAUM and 1 advisory reps. IAPD ↗
95
AUERBACH INVESTMENT SERVICES, LLC — (NARBERTH, PA) is newly SEC-registered with $150.2M RAUM and 1 advisory reps. IAPD ↗
95
JAKE CARRIS FINANCIAL PLANNING — (ORLANDO, FL) is newly SEC-registered with $109.7M RAUM and 1 advisory reps. IAPD ↗
95
SANDHILL WEALTH MANAGEMENT, INC. — (WINTER PARK, FL) is newly SEC-registered with $118.5M RAUM and 2 advisory reps. IAPD ↗
95
ROAN CAPITAL PARTNERS — (JOHNSON CITY, TN) is newly SEC-registered with $152.0M RAUM and 4 advisory reps. IAPD ↗
95
ELM CAPITAL MANAGEMENT LLC — (PITTSBURGH, PA) is newly SEC-registered with $133.4M RAUM and 6 advisory reps. IAPD ↗
95
NEWSONG CAPITAL MANAGEMENT, INC. — (HATTIESBURG, MS) is newly SEC-registered with $100.4M RAUM and 1 advisory reps. IAPD ↗
95
MILLSTONE FINANCIAL GROUP — (MILLSTONE, NJ) is newly SEC-registered with $104.4M RAUM and 6 advisory reps. IAPD ↗
95
CWM ADVISORY, LLC — (OCEAN PINES, MD) is newly SEC-registered with $101.0M RAUM and 3 advisory reps. IAPD ↗
95
RENAISSANCE WEALTH ADVISORS, LLC — (NEWTON, MA) is newly SEC-registered with $109.9M RAUM and 2 advisory reps. IAPD ↗
95
DOVE INVESTMENT RESEARCH AND MANAGEMENT, INC. — (IRVINE, CA) is newly SEC-registered with $107.4M RAUM and 2 advisory reps. IAPD ↗
95
PRIVATE COUNSEL GROUP, LTD. — (INDIANAPOLIS, IN) is newly SEC-registered with $116.0M RAUM and 1 advisory reps. IAPD ↗
95
LEGACY CHIEF FINANCIAL OFFICE, LLC — (SHENANDOAH, TX) is newly SEC-registered with $105.1M RAUM and 1 advisory reps. IAPD ↗
95
AFTON ADVISORS, LLC — (location n/a) is newly SEC-registered with $109.3M RAUM and 2 advisory reps. IAPD ↗
95
FAIRLIGHT ADVISORS — (SAN FRANCISCO, CA) is newly SEC-registered with $109.3M RAUM and 2 advisory reps. IAPD ↗
95
MESSMER CAPITAL ADVISORS LLC — (MILFORD, OH) is newly SEC-registered with $130.4M RAUM and 2 advisory reps. IAPD ↗
95
HAYNIE WEALTH MANAGEMENT LLC — (SALT LAKE CITY, UT) is newly SEC-registered with $106.6M RAUM and 3 advisory reps. IAPD ↗
95
WEALTHGEN ADVISORS, LLC — (SARASOTA, FL) is newly SEC-registered with $146.6M RAUM and 2 advisory reps. IAPD ↗
95
JRS WEALTH MANAGEMENT LLC — (SOUTH JORDAN, UT) is newly SEC-registered with $135.0M RAUM and 2 advisory reps. IAPD ↗
95
SOUND LEGACY WEALTH ADVISORS, LLC — (location n/a) is newly SEC-registered with $102.0M RAUM and 2 advisory reps. IAPD ↗
95
WELLACRE GLOBAL WEALTH ADVISORS — (SANTA MONICA, CA) is newly SEC-registered with $104.3M RAUM and 2 advisory reps. IAPD ↗
95
COURSE MANAGEMENT INVESTMENT ADVISORS, LLC — (PINEHURST, NC) is newly SEC-registered with $100.3M RAUM and 3 advisory reps. IAPD ↗
95
SCHOOL OF PERSONAL FINANCE — (location n/a) is newly SEC-registered with $28.7M RAUM and 1 advisory reps. IAPD ↗
95
ELLA FINANCIAL ADVISING — (OAKLAND, CA) is newly SEC-registered with $106.9M RAUM and 1 advisory reps. IAPD ↗
95
FORM PROSPERITY WEALTH ADVISORS, LLC — (CHANDLER, AZ) is newly SEC-registered with $112.9M RAUM and 1 advisory reps. IAPD ↗
95
ADVANCED PLANNING ADVISORS GROUP INC. — (NAPERVILLE, IL) is newly SEC-registered with $118.0M RAUM and 2 advisory reps. IAPD ↗
95
FIDUCIARY FINANCIAL PLANNING NETWORK — (ONALASKA, WI) is newly SEC-registered with $164.1M RAUM and 4 advisory reps. IAPD ↗
95
1102 PARTNERS, LLC — (location n/a) is newly SEC-registered with $114.5M RAUM and 1 advisory reps. IAPD ↗
95
KAIYO WEALTH LLC — (SAN DIEGO, CA) is newly SEC-registered with $240.1M RAUM and 2 advisory reps. IAPD ↗
95
GASSMAN FINANCIAL LLC — (SALEM, NH) is newly SEC-registered with $112.6M RAUM and 1 advisory reps. IAPD ↗
95
UHY WEALTH MANAGEMENT RIA LLC — (FARMINGTON HILLS, MI) is newly SEC-registered with $102.6M RAUM and 1 advisory reps. IAPD ↗
95
SUTTLE CROSSLAND WEALTH ADVISORS, LLC — (SCOTTSDALE, AZ) is newly SEC-registered with $101.1M RAUM and 2 advisory reps. IAPD ↗
95
BOX HILL PRIVATE WEALTH — (location n/a) is newly SEC-registered with $137.5M RAUM and 1 advisory reps. IAPD ↗
95
STAGE 2 PLANNING PARTNERS LLC — (S BURLINGTON, VT) is newly SEC-registered with $106.5M RAUM and 2 advisory reps. IAPD ↗
95
GREEN CAPITAL PRIVATE WEALTH — (MIAMI, FL) is newly SEC-registered (provisional 120-day approval) with $0 RAUM and 2 advisory reps. IAPD ↗
95
ALIGN WEALTH MANAGEMENT, LLC — (SAN JOSE, CA) is newly SEC-registered with $116.7M RAUM and 2 advisory reps. IAPD ↗
95
603 FINANCIAL ADVISORS, LLC — (location n/a) is newly SEC-registered with $106.9M RAUM and 1 advisory reps. IAPD ↗
95
ASCENT FINANCIAL GROUP — (RICHMOND, VA) is newly SEC-registered with $100.8M RAUM and 2 advisory reps. IAPD ↗
95
JUST FUTURES — (SAN FRANCISCO, CA) is newly SEC-registered with $46.7M RAUM and 4 advisory reps. IAPD ↗
95
MORGAN-ALY WEALTH MANAGEMENT, LLC — (WAUKESHA, WI) is newly SEC-registered with $105.3M RAUM and 2 advisory reps. IAPD ↗
95
ELEVATE FINANCIAL PLANNING AND WEALTH MANAGEMENT — (ST. PETERSBURG, FL) is newly SEC-registered with $107.1M RAUM and 36 advisory reps. IAPD ↗
95
KUCHARO WEALTH — (CHARLOTTE, NC) is newly SEC-registered with $123.7M RAUM and 1 advisory reps. IAPD ↗
95
STRICKLER INVESTMENT SERVICES, LLC — (BRIGHTON, MI) is newly SEC-registered with $107.3M RAUM and 3 advisory reps. IAPD ↗
95
VAN DIEST CAPITAL — (POLK CITY, IA) is newly SEC-registered with $144.1M RAUM and 7 advisory reps. IAPD ↗
95
NIM WEALTH SOLUTIONS — (SAN JOSE, CA) is newly SEC-registered with $116.8M RAUM and 4 advisory reps. IAPD ↗
95
FAIR ASSET MANAGEMENT, LLC — (location n/a) is newly SEC-registered with $119.8M RAUM and 1 advisory reps. IAPD ↗
95
MOFFATT FINANCIAL STRATEGIES — (FORT WORTH, TX) is newly SEC-registered with $117.1M RAUM and 4 advisory reps. IAPD ↗
95
MUSEUM MILE FUNDS LLC — (location n/a) is newly SEC-registered with $26.9M RAUM and 1 advisory reps. IAPD ↗
95
15 WEALTH ADVISORS LLC — (MUNDELEIN, IL) is newly SEC-registered (provisional 120-day approval) with $0 RAUM and 7 advisory reps. IAPD ↗
95
LUMINESCENT WEALTH MANAGEMENT, INC. — (SCOTTSDALE, AZ) is newly SEC-registered with $127.4M RAUM and 2 advisory reps. IAPD ↗
95
COMMERCIAL TRUST FINANCIAL SERVICES — (FAYETTE, MO) is newly SEC-registered (provisional 120-day approval) with $0 RAUM and 5 advisory reps. IAPD ↗
95
95
SAGEPOINT CAPITAL PARTNERS LLC — (FRANKLIN, TN) is newly SEC-registered (provisional 120-day approval) with $0 RAUM and 1 advisory reps. IAPD ↗
95
ROCKWALL WEALTH MANAGEMENT — (ROCKWALL, TX) is newly SEC-registered (provisional 120-day approval) with $0 RAUM and 4 advisory reps. IAPD ↗
95
PLATO PLANNING — (location n/a) is newly SEC-registered with $0 RAUM and 1 advisory reps. IAPD ↗
95
WLT PARTNERS — (MIAMI, FL) is newly SEC-registered (provisional 120-day approval) with $0 RAUM and 3 advisory reps. IAPD ↗
95
HAIRE WEALTH MANAGEMENT, INC. — (TUPELO, MS) is newly SEC-registered (provisional 120-day approval) with $0 RAUM and 2 advisory reps. IAPD ↗
95
LEMNIS CAPITAL — (RICHARDSON, TX) is newly SEC-registered (provisional 120-day approval) with $0 RAUM and 13 advisory reps. IAPD ↗
95
TANARA WEALTH MANAGEMENT LLC — (LEHI, UT) is newly SEC-registered (provisional 120-day approval) with $0 RAUM and 5 advisory reps. IAPD ↗
95
ANCHR TECHNOLOGIES RIA LLC — (NEW YORK, NY) is newly SEC-registered (provisional 120-day approval) with $0 RAUM and 1 advisory reps. IAPD ↗
95
REVEL WEALTH MANAGEMENT — (TEANECK, NJ) is newly SEC-registered (provisional 120-day approval) with $0 RAUM and 1 advisory reps. IAPD ↗
95
KOEHLER ASSET MANAGEMENT — (BABYLON, NY) is newly SEC-registered (provisional 120-day approval) with $0 RAUM and 2 advisory reps. IAPD ↗
95
EXCEPTIONAL WEALTH & FAMILY OFFICE — (COLORADO SPRINGS, CO) is newly SEC-registered (provisional 120-day approval) with $0 RAUM and 2 advisory reps. IAPD ↗
95
ROSENBERG WEALTH ADVISORS — (location n/a) is newly SEC-registered (provisional 120-day approval) with $0 RAUM and 2 advisory reps. IAPD ↗
95
BLUUM INVEST LLC — (LOS ANGELES, CA) is newly SEC-registered with $0 RAUM and 1 advisory reps. IAPD ↗
95
EVANSON FINANCIAL, LLC DBA EVANSON ASSET MANAGEMENT — (location n/a) is newly SEC-registered (provisional 120-day approval) with $0 RAUM and 4 advisory reps. IAPD ↗
95
ACORN ASSET MANAGEMENT LLC — (PRINCETON, NJ) is newly SEC-registered (provisional 120-day approval) with $0 RAUM and 1 advisory reps. IAPD ↗
95
SOULENCE WEALTH MANAGEMENT — (PLEASANT GROVE, UT) is newly SEC-registered (provisional 120-day approval) with $94.7M RAUM and 5 advisory reps. IAPD ↗
95
VELARIS WEALTH MANAGEMENT — (ORLANDO, FL) is newly SEC-registered (provisional 120-day approval) with $0 RAUM and 3 advisory reps. IAPD ↗
95
PATHWAY FINANCIAL SOLUTIONS, INC. — (SALINA, KS) is newly SEC-registered with $0 RAUM and 4 advisory reps. IAPD ↗
95
CMG WEALTH ADVISORS LLC — (MADISON, WI) is newly SEC-registered (provisional 120-day approval) with $0 RAUM and 1 advisory reps. IAPD ↗
95
FIDUCIARY CAPITAL MANAGEMENT LLC — (CHEYENNE, WY) is newly SEC-registered (provisional 120-day approval) with $5,000 RAUM and 1 advisory reps. IAPD ↗
95
UNION STRATEGIC ADVISORS — (BLUE ASH, OH) is newly SEC-registered (provisional 120-day approval) with $0 RAUM and 3 advisory reps. IAPD ↗
95
CLANCY WEALTH ADVISORS — (CHINO HILLS, CA) is newly SEC-registered (provisional 120-day approval) with $0 RAUM and 3 advisory reps. IAPD ↗
95
BREAKAWAY INDEPENDENT ADVISORS, LLC — (SAN DIEGO, CA) is newly SEC-registered (provisional 120-day approval) with $0 RAUM and 1 advisory reps. IAPD ↗
95
CAVU WEALTH ADVISORS, LLC — (MORAGA, CA) is newly SEC-registered (provisional 120-day approval) with $150.6M RAUM and 3 advisory reps. IAPD ↗
95
MOSAIC WEALTH MANAGEMENT LLC — (BLOOMINGTON, IN) is newly SEC-registered (provisional 120-day approval) with $0 RAUM and 2 advisory reps. IAPD ↗
95
PROPEL PRIVATE WEALTH LLC — (location n/a) is newly SEC-registered (provisional 120-day approval) with $0 RAUM and 1 advisory reps. IAPD ↗
95
GUIDED PATH FINANCIAL — (PLANO, TX) is newly SEC-registered (provisional 120-day approval) with $0 RAUM and 4 advisory reps. IAPD ↗
95
EVERTERN WEALTH — (SAINT PETERSBURG, FL) is newly SEC-registered (provisional 120-day approval) with $0 RAUM and 5 advisory reps. IAPD ↗
95
EVOLUTION VISION WEALTH MANAGEMENT — (location n/a) is newly SEC-registered (provisional 120-day approval) with $0 RAUM and 3 advisory reps. IAPD ↗
95
WOODLAND WEALTH PARTNERS — (PEPPER PIKE, OH) is newly SEC-registered (provisional 120-day approval) with $0 RAUM and 2 advisory reps. IAPD ↗
95
FARRCREST CAPITAL LLC — (location n/a) is newly SEC-registered (provisional 120-day approval) with $0 RAUM and 1 advisory reps. IAPD ↗
95
MDT FINANCIAL ADVISORS, LLC — (WEBSTER, TX) is newly SEC-registered (provisional 120-day approval) with $0 RAUM and 2 advisory reps. IAPD ↗
95
WEALTH INTELLIGENTLY NAVIGATED, LLC — (SPARTANBURG, SC) is newly SEC-registered (provisional 120-day approval) with $0 RAUM and 2 advisory reps. IAPD ↗
95
2201 CAPITAL, LLC — (BOSTON, MA) is newly SEC-registered (provisional 120-day approval) with $0 RAUM and 2 advisory reps. IAPD ↗
95
VERA LAKE CAPITAL, LLC — (EDINA, MN) is newly SEC-registered (provisional 120-day approval) with $0 RAUM and 1 advisory reps. IAPD ↗
95
TRILLIUM WEALTH LLC — (WINTER PARK, FL) is newly SEC-registered (provisional 120-day approval) with $0 RAUM and 7 advisory reps. IAPD ↗
85
J.P. MORGAN SECURITIES LLC — grew from 8097 to 8479 advisory reps. IAPD ↗
85
ESI FINANCIAL ADVISORS — grew from 430 to 460 advisory reps. IAPD ↗
85
JANNEY MONTGOMERY SCOTT LLC — grew from 1208 to 1614 advisory reps. IAPD ↗
85
FIFTH THIRD SECURITIES, INC. — grew from 788 to 848 advisory reps. IAPD ↗
85
STIFEL, NICOLAUS & COMPANY, INCORPORATED — grew from 3045 to 3079 advisory reps. IAPD ↗
85
PRINCIPAL SECURITIES, INC. — grew from 1436 to 1464 advisory reps. IAPD ↗
85
WILLIAM BLAIR & COMPANY L.L.C. — grew from 201 to 231 advisory reps. IAPD ↗
85
GILDER GAGNON HOWE & CO. LLC — grew from 31 to 55 advisory reps. IAPD ↗
85
VOYA FINANCIAL ADVISORS, INC. — grew from 563 to 638 advisory reps. IAPD ↗
85
STATE FARM INVESTMENT MANAGEMENT CORP. — grew from 150 to 7930 advisory reps. IAPD ↗
85
HORNOR, TOWNSEND & KENT, LLC — grew from 398 to 426 advisory reps. IAPD ↗
85
AMERIPRISE FINANCIAL SERVICES, LLC — grew from 12636 to 12681 advisory reps. IAPD ↗
85
LPL FINANCIAL LLC — grew from 28347 to 36280 advisory reps. IAPD ↗
85
EQUITABLE ADVISORS, LLC — grew from 4272 to 4664 advisory reps. IAPD ↗
85
AUSDAL FINANCIAL PARTNERS, INC. — grew from 152 to 168 advisory reps. IAPD ↗
85
ROBERT W. BAIRD & CO. INCORPORATED — grew from 3047 to 3170 advisory reps. IAPD ↗
85
LPL ENTERPRISE, LLC — grew from 3130 to 4492 advisory reps. IAPD ↗
85
PRIMERICA ADVISORS — grew from 3732 to 3959 advisory reps. IAPD ↗
85
MML INVESTORS SERVICES, LLC — grew from 4935 to 4961 advisory reps. IAPD ↗
85
WELLS FARGO ADVISORS — grew from 2274 to 2366 advisory reps. IAPD ↗
85
U.S. BANCORP ADVISORS, LLC — grew from 126 to 141 advisory reps. IAPD ↗
85
HUNTINGTON FINANCIAL ADVISORS — grew from 398 to 415 advisory reps. IAPD ↗
85
U.S. BANCORP INVESTMENTS, INC. — grew from 919 to 944 advisory reps. IAPD ↗
85
NBC SECURITIES, INC. — grew from 39 to 63 advisory reps. IAPD ↗
85
THRIVENT INVESTMENT MANAGEMENT INC. — grew from 2774 to 2963 advisory reps. IAPD ↗
85
HSBC SECURITIES (USA) INC. — grew from 376 to 402 advisory reps. IAPD ↗
85
UNITED PLANNERS' FINANCIAL SERVICES OF AMERICA A LIMITED PARTNER — grew from 477 to 546 advisory reps. IAPD ↗
85
OSAIC WEALTH, INC. — grew from 6276 to 7143 advisory reps. IAPD ↗
85
OSAIC INSTITUTIONS, INC. — grew from 446 to 478 advisory reps. IAPD ↗
85
CITIZENS SECURITIES, INC. — grew from 400 to 454 advisory reps. IAPD ↗
85
VALIC FINANCIAL ADVISORS, INC. — grew from 1239 to 1280 advisory reps. IAPD ↗
85
FIRST CITIZENS INVESTOR SERVICES, INC. — grew from 148 to 164 advisory reps. IAPD ↗
85
HANTZ FINANCIAL SERVICES, INC. — grew from 293 to 333 advisory reps. IAPD ↗
85
PARK AVENUE SECURITIES LLC — grew from 1963 to 2054 advisory reps. IAPD ↗
85
EDELMAN FINANCIAL ENGINES — grew from 470 to 553 advisory reps. IAPD ↗
85
STRATEGIC ADVISERS LLC — grew from 16178 to 17112 advisory reps. IAPD ↗
85
PACIFIC INVESTMENT MANAGEMENT COMPANY LLC — grew from 564 to 628 advisory reps. IAPD ↗
85
MONETA GROUP INVESTMENT ADVISORS, LLC — grew from 220 to 239 advisory reps. IAPD ↗
85
CREATIVE PLANNING — grew from 1319 to 1538 advisory reps. IAPD ↗
85
CETERA INVESTMENT ADVISERS LLC — grew from 6825 to 9049 advisory reps. IAPD ↗
85
CLEARSTEAD; CLEARSTEAD ADVISORY SOLUTIONS — grew from 85 to 104 advisory reps. IAPD ↗
85
NORTHERN TRUST INVESTMENTS, INCORPORATED — grew from 200 to 219 advisory reps. IAPD ↗
85
SCHRODER INVESTMENT MANAGEMENT NORTH AMERICA INC — grew from 72 to 110 advisory reps. IAPD ↗
85
BARINGS LLC — grew from 419 to 465 advisory reps. IAPD ↗
85
TRUSTMONT ADVISORY GROUP, INC. — grew from 41 to 60 advisory reps. IAPD ↗
85
VICTORY CAPITAL MANAGEMENT INC. — grew from 135 to 170 advisory reps. IAPD ↗
85
F L PUTNAM INVESTMENT MANAGEMENT CO. — grew from 73 to 90 advisory reps. IAPD ↗
85
WELLINGTON MANAGEMENT COMPANY LLP — grew from 479 to 497 advisory reps. IAPD ↗
85
GOLDMAN SACHS WEALTH SERVICES, L.P. — grew from 1055 to 1134 advisory reps. IAPD ↗
85
VANGUARD ADVISERS, INC. — grew from 1567 to 1903 advisory reps. IAPD ↗
85
MEEDER ADVISORY SERVICES, INC. — grew from 38 to 54 advisory reps. IAPD ↗
85
FIRST TRUST ADVISORS LP — grew from 125 to 143 advisory reps. IAPD ↗
85
J.P. MORGAN INVESTMENT MANAGEMENT INC. — grew from 2143 to 2260 advisory reps. IAPD ↗
85
BLACKROCK FINANCIAL MANAGEMENT, INC — grew from 828 to 889 advisory reps. IAPD ↗
85
SAVANT WEALTH MANAGEMENT — grew from 178 to 238 advisory reps. IAPD ↗
85
NISA INVESTMENT ADVISORS, LLC — grew from 202 to 217 advisory reps. IAPD ↗
85
GOLDMAN SACHS ASSET MANAGEMENT, L.P. — grew from 907 to 1379 advisory reps. IAPD ↗
85
COLUMBIA MANAGEMENT INVESTMENT ADVISERS, LLC — grew from 392 to 440 advisory reps. IAPD ↗
85
FIDELITY MANAGEMENT & RESEARCH COMPANY LLC — grew from 727 to 744 advisory reps. IAPD ↗
85
ALLIANCEBERNSTEIN L.P. — grew from 871 to 1616 advisory reps. IAPD ↗
85
ASSETMARK, INC. — grew from 244 to 269 advisory reps. IAPD ↗
85
MAI CAPITAL MANAGEMENT, LLC — grew from 204 to 230 advisory reps. IAPD ↗
85
J.P. MORGAN PRIVATE INVESTMENTS INC. — grew from 73 to 96 advisory reps. IAPD ↗
85
NWF ADVISORY SERVICES INC — grew from 71 to 102 advisory reps. IAPD ↗
85
EAGLE STRATEGIES LLC — grew from 2093 to 2463 advisory reps. IAPD ↗
85
EP WEALTH ADVISORS — grew from 214 to 320 advisory reps. IAPD ↗
85
CAIN, WATTERS & ASSOCIATES, LLC — grew from 71 to 86 advisory reps. IAPD ↗
85
AQR CAPITAL MANAGEMENT, LLC — grew from 238 to 276 advisory reps. IAPD ↗
85
MARINER INSTITUTIONAL, LLC — grew from 113 to 148 advisory reps. IAPD ↗
85
EMPOWER ADVISORY GROUP, LLC — grew from 802 to 6138 advisory reps. IAPD ↗
85
ADVISORS CAPITAL MANAGEMENT, LLC — grew from 41 to 57 advisory reps. IAPD ↗
85
J. W. COLE ADVISORS, INC. — grew from 434 to 468 advisory reps. IAPD ↗
85
MISSION WEALTH MANAGEMENT, LP — grew from 97 to 117 advisory reps. IAPD ↗
85
PARAMETRIC PORTFOLIO ASSOCIATES — grew from 198 to 213 advisory reps. IAPD ↗
85
SEGAL MARCO ADVISORS — grew from 86 to 103 advisory reps. IAPD ↗
85
WEALTH ENHANCEMENT ADVISORY SERVICES, LLC — grew from 730 to 850 advisory reps. IAPD ↗
85
SEQUOIA FINANCIAL GROUP, L.L.C. — grew from 168 to 195 advisory reps. IAPD ↗
85
BEACON POINTE ADVISORS, LLC — grew from 355 to 440 advisory reps. IAPD ↗
85
PARTNERS CAPITAL INVESTMENT GROUP, LLP — grew from 85 to 102 advisory reps. IAPD ↗
85
INDEPENDENT FINANCIAL PARTNERS — grew from 261 to 302 advisory reps. IAPD ↗
85
THE INSTITUTE — grew from 3 to 21 advisory reps. IAPD ↗
85
GWN SECURITIES INC. — grew from 423 to 448 advisory reps. IAPD ↗
85
SIMON QUICK ADVISORS, LLC — grew from 57 to 77 advisory reps. IAPD ↗
85
CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC. — grew from 3327 to 3496 advisory reps. IAPD ↗
85
CURI CAPITAL, LLC — grew from 91 to 106 advisory reps. IAPD ↗
85
UNITED CAPITAL FINANCIAL ADVISORS — grew from 138 to 162 advisory reps. IAPD ↗
85
ELEVATION POINT WEALTH PARTNERS, LLC — grew from 20 to 39 advisory reps. IAPD ↗
85
NAVY FEDERAL INVESTMENT SERVICES, LLC — grew from 91 to 147 advisory reps. IAPD ↗
85
INTEGRITY ALLIANCE, LLC — grew from 164 to 322 advisory reps. IAPD ↗
85
MERIT FINANCIAL ADVISORS — grew from 144 to 229 advisory reps. IAPD ↗
85
COMPOSITION WEALTH, LLC — grew from 46 to 63 advisory reps. IAPD ↗
85
HIGHTOWER ADVISORS, LLC — grew from 889 to 953 advisory reps. IAPD ↗
85
INSIGHT INVESTMENT — grew from 83 to 112 advisory reps. IAPD ↗
85
ADVISORY SERVICES NETWORK — grew from 208 to 247 advisory reps. IAPD ↗
85
GALLAGHER FIDUCIARY ADVISORS, LLC — grew from 160 to 218 advisory reps. IAPD ↗
85
NB ALTERNATIVES ADVISERS LLC — grew from 200 to 224 advisory reps. IAPD ↗
85
CERITY PARTNERS LLC — grew from 862 to 1102 advisory reps. IAPD ↗
85
STRATOS WEALTH PARTNERS, LTD — grew from 325 to 352 advisory reps. IAPD ↗
85
ASHTON THOMAS PRIVATE WEALTH — grew from 35 to 63 advisory reps. IAPD ↗
85
ALPHASTAR CAPITAL MANAGEMENT — grew from 109 to 130 advisory reps. IAPD ↗
85
RFG ADVISORY, LLC — grew from 135 to 162 advisory reps. IAPD ↗
85
ICONIQ CAPITAL, LLC — grew from 136 to 158 advisory reps. IAPD ↗
85
TIDAL INVESTMENTS LLC — grew from 19 to 50 advisory reps. IAPD ↗
85
MUTUAL ADVISORS, LLC — grew from 123 to 158 advisory reps. IAPD ↗
85
NORTHROCK PARTNERS, LLC — grew from 50 to 91 advisory reps. IAPD ↗
85
INDEPENDENT ADVISOR ALLIANCE, LLC — grew from 219 to 247 advisory reps. IAPD ↗
85
APELLA WEALTH — grew from 68 to 93 advisory reps. IAPD ↗
85
NEWEDGE ADVISORS — grew from 465 to 515 advisory reps. IAPD ↗
85
COMPOUND PLANNING, INC. — grew from 48 to 76 advisory reps. IAPD ↗
85
WEALTHCARE ADVISORY PARTNERS LLC — grew from 154 to 173 advisory reps. IAPD ↗
85
THE WEALTH CONSULTING GROUP — grew from 115 to 131 advisory reps. IAPD ↗
85
KNIGHTS OF COLUMBUS ASSET ADVISORS LLC — grew from 208 to 233 advisory reps. IAPD ↗
85
FOUNDATIONS INVESTMENT ADVISORS LLC — grew from 229 to 289 advisory reps. IAPD ↗
85
WORLD INVESTMENT ADVISORS, LLC — grew from 156 to 471 advisory reps. IAPD ↗
85
BANKERS LIFE ADVISORY SERVICES, INC. — grew from 384 to 433 advisory reps. IAPD ↗
85
KESTRA ADVISORY SERVICES, LLC — grew from 1299 to 1359 advisory reps. IAPD ↗
85
SAGESPRING WEALTH PARTNERS — grew from 75 to 100 advisory reps. IAPD ↗
85
ONEASCENT FINANCIAL SERVICES LLC — grew from 57 to 74 advisory reps. IAPD ↗
85
INTEGRATED WEALTH CONCEPTS LLC — grew from 452 to 491 advisory reps. IAPD ↗
85
EVERSOURCE WEALTH ADVISORS, LLC — grew from 40 to 76 advisory reps. IAPD ↗
85
PRIME CAPITAL FINANCIAL — grew from 245 to 266 advisory reps. IAPD ↗
85
INTEGRITY ADVISORY SOLUTIONS — grew from 90 to 108 advisory reps. IAPD ↗
85
ROCKEFELLER CAPITAL MANAGEMENT — grew from 748 to 815 advisory reps. IAPD ↗
85
ROCKEFELLER CAPITAL MANAGEMENT — grew from 157 to 372 advisory reps. IAPD ↗
85
PRINCIPAL ADVISED SERVICES — grew from 215 to 230 advisory reps. IAPD ↗
85
SUMMIT FINANCIAL, LLC — grew from 139 to 216 advisory reps. IAPD ↗
85
KINTRA WEALTH, LLC — grew from 7 to 28 advisory reps. IAPD ↗
85
INSPIRE ADVISORS, LLC — grew from 46 to 63 advisory reps. IAPD ↗
85
SIGNAL ADVISORS WEALTH, LLC — grew from 10 to 37 advisory reps. IAPD ↗
85
IEQ CAPITAL, LLC — grew from 140 to 193 advisory reps. IAPD ↗
85
THE AMERIFLEX GROUP — grew from 166 to 181 advisory reps. IAPD ↗
85
NEW EDGE WEALTH — grew from 70 to 99 advisory reps. IAPD ↗
85
HUB INVESTMENT PARTNERS, LLC — grew from 80 to 103 advisory reps. IAPD ↗
85
CW ADVISORS, LLC — grew from 62 to 89 advisory reps. IAPD ↗
85
IMPACT PARTNERSHIP WEALTH, LLC — grew from 72 to 89 advisory reps. IAPD ↗
85
THE ASCENT GROUP, LLC — grew from 4 to 19 advisory reps. IAPD ↗
85
VESTGEN ADVISORS, LLC — grew from 30 to 58 advisory reps. IAPD ↗
85
BUCK WEALTH STRATEGIES, LLC — grew from 20 to 39 advisory reps. IAPD ↗
85
GATEWAY WEALTH PARTNERS, LLC — grew from 66 to 83 advisory reps. IAPD ↗
85
UPTICK PARTNERS, LLC — grew from 7 to 25 advisory reps. IAPD ↗
85
MODERN WEALTH MANAGEMENT, LLC — grew from 54 to 102 advisory reps. IAPD ↗
85
DIVERSIFY ADVISORY SERVICES, LLC — grew from 94 to 110 advisory reps. IAPD ↗
85
TRIAD WEALTH PARTNERS, LLC — grew from 13 to 33 advisory reps. IAPD ↗
85
GC WEALTH MANAGEMENT RIA, LLC — grew from 17 to 34 advisory reps. IAPD ↗
85
DIVERSIFY WEALTH MANAGEMENT, LLC — grew from 48 to 70 advisory reps. IAPD ↗
84
1834 INVESTMENT ADVISORS CO. — grew from 16 to 30 advisory reps. IAPD ↗
84
MEEDER ASSET MANAGEMENT, INC. — grew from 19 to 33 advisory reps. IAPD ↗
84
TRANSAMERICA RETIREMENT ADVISORS, LLC — grew from 159 to 173 advisory reps. IAPD ↗
84
ALLWORTH FINANCIAL, L.P. — grew from 151 to 165 advisory reps. IAPD ↗
84
BENJAMIN F. EDWARDS & COMPANY, INCORPORATED — grew from 436 to 450 advisory reps. IAPD ↗
84
BTG PACTUAL ASSET MANAGEMENT US , LLC — grew from 94 to 108 advisory reps. IAPD ↗
84
THE PINNACLE FINANCIAL GROUP — grew from 40 to 54 advisory reps. IAPD ↗
84
ALERA INVESTMENT ADVISORS, LLC — grew from 53 to 67 advisory reps. IAPD ↗
84
PTMA INVESTMENT ADVISORS — grew from 67 to 81 advisory reps. IAPD ↗
84
THE BALDWIN GROUP WEALTH ADVISORS, LLC — grew from 36 to 50 advisory reps. IAPD ↗
84
ASCENTIS INDEPENDENT ADVISORS, LLC — grew from 25 to 39 advisory reps. IAPD ↗
83
ONEAMERICA SECURITIES, INC. — grew from 289 to 306 advisory reps. IAPD ↗
83
W&S BROKERAGE SERVICES, INC. — grew from 67 to 86 advisory reps. IAPD ↗
83
PRINCIPAL ASSET MANAGEMENT — grew from 324 to 337 advisory reps. IAPD ↗
83
MWA FINANCIAL SERVICES, INC. — grew from 134 to 164 advisory reps. IAPD ↗
83
SAX WEALTH ADVISORS, LLC — grew from 24 to 37 advisory reps. IAPD ↗
83
AMERICAN INDEPENDENT SECURITIES GROUP, LLC — grew from 34 to 49 advisory reps. IAPD ↗
83
CORE PLANNING — grew from 32 to 61 advisory reps. IAPD ↗
83
KESTRA PRIVATE WEALTH SERVICES, LLC — grew from 198 to 211 advisory reps. IAPD ↗
83
GLOBAL VIEW CAPITAL MANAGEMENT LLC — grew from 85 to 107 advisory reps. IAPD ↗
83
CORECAP ADVISORS — grew from 97 to 110 advisory reps. IAPD ↗
83
VESTMARK ADVISORY SOLUTIONS, INC. — grew from 12 to 25 advisory reps. IAPD ↗
83
AE WEALTH MANAGEMENT, LLC — grew from 435 to 448 advisory reps. IAPD ↗
83
XYPN INVEST — grew from 34 to 51 advisory reps. IAPD ↗
83
FLORIDA FINANCIAL ADVISORS, LLC — grew from 457 to 667 advisory reps. IAPD ↗
83
VICTORY FINANCIAL — grew from 34 to 47 advisory reps. IAPD ↗
82
DAVENPORT & COMPANY LLC — grew from 216 to 228 advisory reps. IAPD ↗
82
WESBANCO SECURITIES, INC. — grew from 28 to 42 advisory reps. IAPD ↗
82
T. ROWE PRICE ASSOCIATES, INC. — grew from 533 to 545 advisory reps. IAPD ↗
82
MORGAN STANLEY AIP GP LP — grew from 157 to 169 advisory reps. IAPD ↗
82
MCF ADVISORS, LLC — grew from 18 to 30 advisory reps. IAPD ↗
82
BIP WEALTH, LLC — grew from 36 to 48 advisory reps. IAPD ↗
82
SOLTIS INVESTMENT ADVISORS, LLC — grew from 51 to 63 advisory reps. IAPD ↗
82
FIDUCIARY FINANCIAL ADVISORS — grew from 38 to 50 advisory reps. IAPD ↗
82
CYNDEO WEALTH PARTNERS — grew from 15 to 27 advisory reps. IAPD ↗
81
OAKTREE CAPITAL MANAGEMENT, L.P. — grew from 271 to 282 advisory reps. IAPD ↗
81
LARSON FINANCIAL GROUP, LLC — grew from 57 to 68 advisory reps. IAPD ↗
81
CAPITAL INVESTMENT ADVISORY SERVICES, LLC — grew from 76 to 87 advisory reps. IAPD ↗
81
CORNERSTONE WEALTH MANAGEMENT, LLC — grew from 91 to 102 advisory reps. IAPD ↗
81
NICOLET WEALTH MANAGEMENT — grew from 34 to 45 advisory reps. IAPD ↗
81
DAKOTA WEALTH, LLC — grew from 50 to 61 advisory reps. IAPD ↗
80
CHARLES SCHWAB & CO., INC. — grew from 3692 to 4127 advisory reps. IAPD ↗
80
KAYNE ANDERSON CAPITAL ADVISORS, L.P. — grew from 132 to 142 advisory reps. IAPD ↗
80
WEALTHSPIRE ADVISORS — grew from 185 to 195 advisory reps. IAPD ↗
80
CIBC PRIVATE WEALTH ADVISORS, INC. — grew from 210 to 220 advisory reps. IAPD ↗
80
BEAM WEALTH ADVISORS, INC. — grew from 17 to 27 advisory reps. IAPD ↗
80
JOHNSON WEALTH INC. — grew from 61 to 71 advisory reps. IAPD ↗
80
EMERSON EQUITY LLC — grew from 72 to 84 advisory reps. IAPD ↗
80
PERIGON WEALTH MANAGEMENT, LLC — grew from 82 to 92 advisory reps. IAPD ↗
80
ALIGHT FINANCIAL ADVISORS, LLC — grew from 50 to 60 advisory reps. IAPD ↗
80
SCHWAB WEALTH ADVISORY, INC. — grew from 987 to 1375 advisory reps. IAPD ↗
80
DUNCAN WILLIAMS ASSET MANAGEMENT, LLC — grew from 5 to 15 advisory reps. IAPD ↗
80
GIBBS WEALTH MANAGEMENT, LLC — grew from 49 to 59 advisory reps. IAPD ↗
80
FBL WEALTH MANAGEMENT, LLC — grew from 138 to 170 advisory reps. IAPD ↗
80
BULL HARBOR CAPITAL LLC. — grew from 16 to 28 advisory reps. IAPD ↗
80
CRUSONIA WEALTH ADVISORS LLC — grew from 4 to 14 advisory reps. IAPD ↗
80
INDIVISIBLE PARTNERS — grew from 3 to 13 advisory reps. IAPD ↗
80
NORTHERN TRUST SECURITIES, INC — now offers financial planning (Item 5G(1)). IAPD ↗
80
ALASKA PERMANENT CAPITAL MANAGEMENT, LLC — now offers financial planning (Item 5G(1)). IAPD ↗
80
CITIZENS PRIVATE WEALTH — now offers financial planning (Item 5G(1)). IAPD ↗
80
PROVIDENT INVESTMENT MANAGEMENT, INC. — now offers financial planning (Item 5G(1)). IAPD ↗
80
PORTLAND GLOBAL ADVISORS LLC — now offers financial planning (Item 5G(1)). IAPD ↗
80
GOULD ASSET MANAGEMENT LLC — now offers financial planning (Item 5G(1)). IAPD ↗
80
OVERBROOK MANAGEMENT CORPORATION — now offers financial planning (Item 5G(1)). IAPD ↗
80
J. SAFRA ASSET MANAGEMENT CORPORATION — now offers financial planning (Item 5G(1)). IAPD ↗
80
STERLING CAPITAL MANAGEMENT LLC — now offers financial planning (Item 5G(1)). IAPD ↗
80
SPROTT ASSET MANAGEMENT USA INC. — now offers financial planning (Item 5G(1)). IAPD ↗
80
INTEGRITY ALLIANCE, LLC — now offers financial planning (Item 5G(1)). IAPD ↗
80
CKW FINANCIAL GROUP, LLC — now offers financial planning (Item 5G(1)). IAPD ↗
80
SHARIAPORTFOLIO, INC. — now offers financial planning (Item 5G(1)). IAPD ↗
80
POINT OLEMA CAPITAL PARTNERS, L.P. — now offers financial planning (Item 5G(1)). IAPD ↗
80
KERA CAPITAL PARTNERS — now offers financial planning (Item 5G(1)). IAPD ↗
80
CERCANO MANAGEMENT LLC — now offers financial planning (Item 5G(1)). IAPD ↗
80
CASCADE FINANCIAL PARTNERS, LLC — now offers financial planning (Item 5G(1)). IAPD ↗
80
PARADIGM GLOBAL INVESTORS — now offers financial planning (Item 5G(1)). IAPD ↗
79
METROPOLITAN WEST ASSET MANAGEMENT LLC — grew from 77 to 86 advisory reps. IAPD ↗
79
JANUS HENDERSON INVESTORS — grew from 143 to 152 advisory reps. IAPD ↗
79
LASALLE ST. INVESTMENT ADVISORS, L.L.C. — grew from 137 to 146 advisory reps. IAPD ↗
79
ONE CAPITAL MANAGEMENT, LLC — grew from 46 to 55 advisory reps. IAPD ↗
79
SILVERCREST ASSET MANAGEMENT GROUP LLC — grew from 83 to 92 advisory reps. IAPD ↗
79
FOUNDERS FINANCIAL SECURITIES, LLC — grew from 92 to 101 advisory reps. IAPD ↗
79
ADVOCACY WEALTH MANAGEMENT, LLC — grew from 17 to 26 advisory reps. IAPD ↗
79
OFFIT CAPITAL — grew from 46 to 55 advisory reps. IAPD ↗
79
LANTERN WEALTH ADVISORS, LLC — grew from 15 to 26 advisory reps. IAPD ↗
79
CAPITAL INVESTMENT ADVISORS, LLC — grew from 46 to 55 advisory reps. IAPD ↗
79
ROTHSCHILD WEALTH LLC — grew from 14 to 23 advisory reps. IAPD ↗
79
BRYN MAWR TRUST ADVISORS, LLC — grew from 46 to 55 advisory reps. IAPD ↗
79
TOWNSQUARE CAPITAL, LLC — grew from 8 to 17 advisory reps. IAPD ↗
79
BLUEPRINT FINANCIAL ADVISORS — grew from 17 to 28 advisory reps. IAPD ↗
79
MARIDEA WEALTH MANAGEMENT — grew from 15 to 26 advisory reps. IAPD ↗
79
PARKWOODS WEALTH PARTNERS, LLC — grew from 3 to 14 advisory reps. IAPD ↗
79
SANTA BARBARA MANAGEMENT — grew from 6 to 17 advisory reps. IAPD ↗
79
BLUE RIDGE WEALTH PLANNERS — reports More than 500 financial-planning clients, up from 0. IAPD ↗
79
ENDEAVOR PRIVATE WEALTH, INC. — reports More than 500 financial-planning clients, up from 0. IAPD ↗
79
ADVANTAGE WEALTH PARTNERS — reports More than 500 financial-planning clients, up from 0. IAPD ↗
79
WILKERSON ADVISORY GROUP LLC — reports More than 500 financial-planning clients, up from 0. IAPD ↗
79
OASIS ADVISORS — reports More than 500 financial-planning clients, up from 0. IAPD ↗
78
WILMINGTON TRUST INVESTMENT MANAGEMENT — grew from 17 to 30 advisory reps. IAPD ↗
78
CALAMOS ADVISORS LLC — grew from 106 to 114 advisory reps. IAPD ↗
78
SYM FINANCIAL ADVISORS — grew from 41 to 49 advisory reps. IAPD ↗
78
MIO PARTNERS, INC. — grew from 58 to 66 advisory reps. IAPD ↗
78
TLG ADVISORS, INC. — grew from 147 to 155 advisory reps. IAPD ↗
78
ABRDN INC. — grew from 47 to 55 advisory reps. IAPD ↗
78
PLANTE MORAN FINANCIAL ADVISORS — grew from 138 to 146 advisory reps. IAPD ↗
78
REGAL INVESTMENT ADVISORS LLC — grew from 110 to 118 advisory reps. IAPD ↗
78
VALEO FINANCIAL ADVISORS, LLC — grew from 111 to 119 advisory reps. IAPD ↗
78
APRIO WEALTH MANAGEMENT, LLC — grew from 24 to 32 advisory reps. IAPD ↗
78
ASPIRIANT, LLC — grew from 97 to 105 advisory reps. IAPD ↗
78
SNOWDEN CAPITAL ADVISORS LLC — grew from 97 to 105 advisory reps. IAPD ↗
78
TRAJAN WEALTH, L.L.C. — grew from 38 to 46 advisory reps. IAPD ↗
78
ARCHFORD CAPITAL STRATEGIES, LLC — grew from 8 to 16 advisory reps. IAPD ↗
78
GLOBAL RETIREMENT PARTNERS LLC — grew from 434 to 442 advisory reps. IAPD ↗
78
CHEQUERS FINANCIAL MANAGEMENT LLC — grew from 5 to 13 advisory reps. IAPD ↗
78
1900 WEALTH — grew from 12 to 20 advisory reps. IAPD ↗
78
QUANTINNO CAPITAL MANAGEMENT LP — grew from 5 to 13 advisory reps. IAPD ↗
78
AMERICANA PARTNERS, LLC — grew from 26 to 34 advisory reps. IAPD ↗
78
FIDELITY INSTITUTIONAL WEALTH ADVISER LLC — grew from 93 to 101 advisory reps. IAPD ↗
78
F/M INVESTMENTS LLC — grew from 38 to 46 advisory reps. IAPD ↗
78
QRG CAPITAL MANAGEMENT, INC. — grew from 4 to 12 advisory reps. IAPD ↗
78
ONEPOINT BFG WEALTH PARTNERS — grew from 96 to 104 advisory reps. IAPD ↗
78
UNITED ADVISOR GROUP — grew from 43 to 51 advisory reps. IAPD ↗
78
SAPIENT CAPITAL LLC — grew from 22 to 30 advisory reps. IAPD ↗
78
DIGITAL WEALTH PARTNERS — grew from 7 to 17 advisory reps. IAPD ↗
78
A&M PRIVATE WEALTH PARTNERS, LLC — grew from 15 to 23 advisory reps. IAPD ↗
78
FS DIGITAL INFRASTRUCTURE ADVISOR, LLC — grew from 2 to 10 advisory reps. IAPD ↗
78
NORTHERN TRUST SECURITIES, INC — reports 251-500 financial-planning clients, up from 0. IAPD ↗
78
MISSION WEALTH MANAGEMENT, LP — reports More than 500 financial-planning clients, up from 1-10. IAPD ↗
78
WNY ASSET MANAGEMENT, LLC — reports More than 500 financial-planning clients, up from 1-10. IAPD ↗
78
GOLDSTONE FINANCIAL GROUP, LLC — reports More than 500 financial-planning clients, up from 1-10. IAPD ↗
78
INTELLUS ADVISORS, LLC — reports More than 500 financial-planning clients, up from 1-10. IAPD ↗
78
PCM ENCORE, LLC — reports 251-500 financial-planning clients, up from 0. IAPD ↗
78
SUMMIT WEALTH GROUP — reports 251-500 financial-planning clients, up from 0. IAPD ↗
78
CULLEN INVESTMENT GROUP — now offers financial planning (Item 5G(1)). IAPD ↗
78
FLAGSTAR ADVISORS, INC. — now offers financial planning (Item 5G(1)). IAPD ↗
78
PVG ASSET MANAGEMENT CORP — now offers financial planning (Item 5G(1)). IAPD ↗
78
MONTROSE ADVISORS INC — now offers financial planning (Item 5G(1)). IAPD ↗
78
NORTHSTAR ASSET MANAGEMENT, INC — now offers financial planning (Item 5G(1)). IAPD ↗
78
AUXIER ASSET MANAGEMENT — now offers financial planning (Item 5G(1)). IAPD ↗
78
STUART INVESTMENT ADVISORS, INC. — now offers financial planning (Item 5G(1)). IAPD ↗
78
UNION SQUARE GLOBAL WEALTH MANAGEMENT — now offers financial planning (Item 5G(1)). IAPD ↗
78
J.P. KING ADVISORS, INC. — now offers financial planning (Item 5G(1)). IAPD ↗
78
LIG CAPITAL MANAGEMENT, LLC — now offers financial planning (Item 5G(1)). IAPD ↗
78
SARA-BAY FINANCIAL CORP. — now offers financial planning (Item 5G(1)). IAPD ↗
78
TWIN LAKES CAPITAL — now offers financial planning (Item 5G(1)). IAPD ↗
78
MELIA WEALTH LLC — now offers financial planning (Item 5G(1)). IAPD ↗
78
FAMILY FIDUCIARY SERVICES, INC. — now offers financial planning (Item 5G(1)). IAPD ↗
78
WINEBRENNER CAPITAL MANAGEMENT LLC — now offers financial planning (Item 5G(1)). IAPD ↗
78
TALLWOODS PARTNERS, LLC — now offers financial planning (Item 5G(1)). IAPD ↗
78
REEDMARK ADVISORS, LLC — now offers financial planning (Item 5G(1)). IAPD ↗
78
CWP PRIVATE WEALTH MANAGEMENT — now offers financial planning (Item 5G(1)). IAPD ↗
78
CENTRAL FAMILY ADVISORS, LLC — now offers financial planning (Item 5G(1)). IAPD ↗
78
MACH-1 FINANCIAL GROUP, LLC — now offers financial planning (Item 5G(1)). IAPD ↗
78
QUANTUM PRIVATE WEALTH, LLC — now offers financial planning (Item 5G(1)). IAPD ↗
78
FINANCIAL DESIGNS WEALTH MANAGEMENT — now offers financial planning (Item 5G(1)). IAPD ↗
78
PRESILIUM PRIVATE WEALTH, LLC — now offers financial planning (Item 5G(1)). IAPD ↗
78
OCTOGONE NA — now offers financial planning (Item 5G(1)). IAPD ↗
78
9823 CAPITAL, LP — now offers financial planning (Item 5G(1)). IAPD ↗
78
ARSENAL CAPITAL ADVISORS LLC — now offers financial planning (Item 5G(1)). IAPD ↗
78
COVINGTONALSINA — now offers financial planning (Item 5G(1)). IAPD ↗
78
OSPREY PRIVATE WEALTH LLC — now offers financial planning (Item 5G(1)). IAPD ↗
78
PARKWOODS WEALTH PARTNERS, LLC — now offers financial planning (Item 5G(1)). IAPD ↗
78
LEGACY CAPITAL — now offers financial planning (Item 5G(1)). IAPD ↗
77
MARQUETTE ASSOCIATES, INC. — grew from 57 to 64 advisory reps. IAPD ↗
77
BOYD WATTERSON ASSET MANAGEMENT, LLC — grew from 44 to 51 advisory reps. IAPD ↗
77
GRIMES & COMPANY — grew from 29 to 36 advisory reps. IAPD ↗
77
SLC MANAGEMENT — grew from 101 to 108 advisory reps. IAPD ↗
77
SOWELL MANAGEMENT — grew from 87 to 94 advisory reps. IAPD ↗
77
PNC WEALTH MANAGEMENT — grew from 818 to 825 advisory reps. IAPD ↗
77
J. SAFRA ASSET MANAGEMENT CORPORATION — grew from 6 to 13 advisory reps. IAPD ↗
77
WATERLOO CAPITAL — grew from 37 to 44 advisory reps. IAPD ↗
77
METLIFE INVESTMENT MANAGEMENT, LLC — grew from 688 to 695 advisory reps. IAPD ↗
77
FORUM FINANCIAL MANAGEMENT, LP — grew from 87 to 94 advisory reps. IAPD ↗
77
JACOBI CAPITAL MANAGEMENT, LLC — grew from 24 to 31 advisory reps. IAPD ↗
77
EVERCORE WEALTH MANAGEMENT, LLC — grew from 61 to 68 advisory reps. IAPD ↗
77
VERUS CAPITAL PARTNERS, LLC — grew from 38 to 45 advisory reps. IAPD ↗
77
KAWA CAPITAL MANAGEMENT, INC. — grew from 16 to 23 advisory reps. IAPD ↗
77
ANGELES WEALTH MANAGEMENT, LLC — grew from 6 to 13 advisory reps. IAPD ↗
77
APTUS CAPITAL ADVISORS, LLC — grew from 19 to 26 advisory reps. IAPD ↗
77
VISIONARY WEALTH ADVISORS, LLC — grew from 44 to 51 advisory reps. IAPD ↗
77
SPIDERROCK ADVISORS, LLC — grew from 36 to 43 advisory reps. IAPD ↗
77
WESTERN WEALTH MANAGEMENT LLC — grew from 88 to 95 advisory reps. IAPD ↗
77
PINEBRIDGE INVESTMENTS LLC — grew from 115 to 122 advisory reps. IAPD ↗
77
CBIZ INVESTMENT ADVISORY SERVICES, LLC — grew from 80 to 87 advisory reps. IAPD ↗
77
FROST INVESTMENT SERVICES — grew from 104 to 111 advisory reps. IAPD ↗
77
JORDAN PARK GROUP LLC — grew from 92 to 99 advisory reps. IAPD ↗
77
MARINER INDEPENDENT — grew from 99 to 106 advisory reps. IAPD ↗
77
VELA INVESTMENT MANAGEMENT, LLC — grew from 14 to 23 advisory reps. IAPD ↗
77
GDS WEALTH MANAGEMENT — grew from 15 to 22 advisory reps. IAPD ↗
77
CONCENTRIC — grew from 9 to 16 advisory reps. IAPD ↗
77
ENCOMPASS MORE ASSET MANAGEMENT LLC — grew from 76 to 85 advisory reps. IAPD ↗
77
SOVRAN ADVISORS, LLC — grew from 53 to 60 advisory reps. IAPD ↗
77
XCELSIOR ADVISOR PARTNERS LLC — grew from 4 to 13 advisory reps. IAPD ↗
77
YOUR IA, LLC — grew from 3 to 15 advisory reps. IAPD ↗
76
SHELTON CAPITAL MANAGEMENT — grew from 17 to 23 advisory reps. IAPD ↗
76
SOUTHEASTERN ASSET MANAGEMENT INC. — grew from 8 to 14 advisory reps. IAPD ↗
76
PAYDEN & RYGEL — grew from 116 to 122 advisory reps. IAPD ↗
76
GIBRALTAR CAPITAL MANAGEMENT, INC. — grew from 12 to 18 advisory reps. IAPD ↗
76
SUMMITRY, LLC — grew from 14 to 20 advisory reps. IAPD ↗
76
WALDRON PRIVATE WEALTH — grew from 41 to 47 advisory reps. IAPD ↗
76
DAI WEALTH, LLC — grew from 32 to 40 advisory reps. IAPD ↗
76
NORTHWEST ASSET MANAGEMENT — grew from 38 to 44 advisory reps. IAPD ↗
76
QUADCAP WEALTH MANAGEMENT, LLC — grew from 12 to 18 advisory reps. IAPD ↗
76
MERIDIAN WEALTH MANAGEMENT, LLC — grew from 53 to 59 advisory reps. IAPD ↗
76
ASSET ALLOCATION STRATEGIES, LLC — grew from 39 to 45 advisory reps. IAPD ↗
76
CONNECTICUT WEALTH MANAGEMENT, LLC — grew from 40 to 46 advisory reps. IAPD ↗
76
TFO FAMILY OFFICE PARTNERS — grew from 41 to 47 advisory reps. IAPD ↗
76
TVAMP, LLC — grew from 18 to 24 advisory reps. IAPD ↗
76
STEELPEAK WEALTH, LLC — grew from 29 to 35 advisory reps. IAPD ↗
76
FIRST ADVISORS NATIONAL, LLC — grew from 56 to 64 advisory reps. IAPD ↗
76
IFG ADVISORY, LLC — grew from 80 to 86 advisory reps. IAPD ↗
76
BCI SECURITIES, INC. — grew from 31 to 39 advisory reps. IAPD ↗
76
ALASKA WEALTH ADVISORS — grew from 10 to 16 advisory reps. IAPD ↗
76
CREATIVEONE WEALTH, LLC — grew from 197 to 203 advisory reps. IAPD ↗
76
BOGART WEALTH, LLC — grew from 23 to 29 advisory reps. IAPD ↗
76
SIEBERT ADVISORNXT, LLC. — grew from 24 to 32 advisory reps. IAPD ↗
76
SOVEREIGN FINANCIAL GROUP, INC. — grew from 17 to 23 advisory reps. IAPD ↗
76
ACCURATE WEALTH MANAGEMENT, LLC — grew from 41 to 47 advisory reps. IAPD ↗
76
WILLIAMS JONES WEALTH MANAGEMENT, LLC — grew from 18 to 24 advisory reps. IAPD ↗
76
FIFTH THIRD WEALTH ADVISORS LLC — grew from 52 to 58 advisory reps. IAPD ↗
76
DIVERSIFIED, LLC — grew from 28 to 34 advisory reps. IAPD ↗
76
STONEBRIDGE FINANCIAL GROUP — grew from 1 to 12 advisory reps. IAPD ↗
76
TRIPPON WEALTH MANAGEMENT GROUP LLC — reports 251-500 financial-planning clients, up from 0. IAPD ↗
76
ATLAS WEALTH PARTNERS LLC — reports More than 500 financial-planning clients, up from 0. IAPD ↗
76
FINHABITS ADVISORS, LLC — reports More than 500 financial-planning clients, up from 0. IAPD ↗
76
CROAK CAPITAL — reports 251-500 financial-planning clients, up from 0. IAPD ↗
76
ELEVATUS WEALTH MANAGEMENT, LLC — reports 251-500 financial-planning clients, up from 0. IAPD ↗
76
WARNER WEALTH — reports 251-500 financial-planning clients, up from 0. IAPD ↗
76
CEDAR COVE WEALTH PARTNERS — reports 251-500 financial-planning clients, up from 0. IAPD ↗
75
CANTERBURY CONSULTING INCORPORATED — reported RAUM up 521% ($7.39B -> $45.88B). IAPD ↗
75
1834 INVESTMENT ADVISORS CO. — reported RAUM up 112% ($1.03B -> $2.20B). IAPD ↗
75
VICTORY CAPITAL MANAGEMENT INC. — reported RAUM up 86% ($152.29B -> $282.71B). IAPD ↗
75
MDT ADVISERS, A DIVISION OF FEDERATED MDTA LLC — reported RAUM up 122% ($11.66B -> $25.95B). IAPD ↗
75
MAI CAPITAL MANAGEMENT, LLC — reported RAUM up 76% ($29.63B -> $52.10B). IAPD ↗
75
AQR CAPITAL MANAGEMENT, LLC — reported RAUM up 94% ($160.52B -> $311.70B). IAPD ↗
75
FUTURE CAPITAL — reported RAUM up 96% ($1.03B -> $2.02B). IAPD ↗
75
BFC PLANNING, INC. — reported RAUM up 90% ($2.03B -> $3.84B). IAPD ↗
75
RETIREMENT PLAN ADVISORS, LLC — reported RAUM up 88% ($1.88B -> $3.54B). IAPD ↗
75
ELEVATION POINT WEALTH PARTNERS, LLC — reported RAUM up 159% ($2.43B -> $6.30B). IAPD ↗
75
SPROTT ASSET MANAGEMENT USA INC. — reported RAUM up 118% ($4.64B -> $10.12B). IAPD ↗
75
INTEGRITY ALLIANCE, LLC — reported RAUM up 125% ($2.41B -> $5.41B). IAPD ↗
75
MERIT FINANCIAL ADVISORS — reported RAUM up 126% ($10.58B -> $23.88B). IAPD ↗
75
RIVERFRONT INVESTMENT GROUP, LLC — reported RAUM up 88% ($1.18B -> $2.22B). IAPD ↗
75
CLEAR HAVEN CAPITAL MANAGEMENT, LLC — reported RAUM up 82% ($1.20B -> $2.18B). IAPD ↗
75
GOTHAM ASSET MANAGEMENT, LLC — reported RAUM up 148% ($12.13B -> $30.03B). IAPD ↗
75
ARIN RISK ADVISORS LLC — reported RAUM up 105% ($4.97B -> $10.19B). IAPD ↗
75
NORTHROCK PARTNERS, LLC — reported RAUM up 85% ($6.60B -> $12.19B). IAPD ↗
75
ETF ARCHITECT — reported RAUM up 85% ($16.05B -> $29.74B). IAPD ↗
75
VESTMARK ADVISORY SOLUTIONS, INC. — reported RAUM up 398% ($10.02B -> $49.85B). IAPD ↗
75
VIDENT ASSET MANAGEMENT — reported RAUM up 82% ($12.09B -> $22.02B). IAPD ↗
75
ARKADIOS WEALTH ADVISORS — reported RAUM up 128% ($3.86B -> $8.79B). IAPD ↗
75
PINE RIDGE ADVISERS LLC — reported RAUM up 185% ($5.06B -> $14.42B). IAPD ↗
75
ATOM INVESTORS LP — reported RAUM up 107% ($3.30B -> $6.83B). IAPD ↗
75
QUANTINNO CAPITAL MANAGEMENT LP — reported RAUM up 325% ($14.32B -> $60.91B). IAPD ↗
75
THIRD LAKE PARTNERS, LLC — reported RAUM up 78% ($3.35B -> $5.97B). IAPD ↗
75
VISE AI ADVISORS — reported RAUM up 177% ($2.18B -> $6.03B). IAPD ↗
75
ALIYA CAPITAL PARTNERS LLC — reported RAUM up 162% ($1.98B -> $5.18B). IAPD ↗
75
LARCH CAPITAL PARTNERS LLC — reported RAUM up 80% ($1.67B -> $3.00B). IAPD ↗
75
TRB WEALTH MANAGEMENT, LLC — reported RAUM up 220% ($1.17B -> $3.74B). IAPD ↗
75
IMPACT PARTNERSHIP WEALTH, LLC — reported RAUM up 76% ($1.68B -> $2.96B). IAPD ↗
75
BROOKLYN INVESTMENT GROUP, LLC — reported RAUM up 259% ($1.11B -> $3.98B). IAPD ↗
75
VESTGEN ADVISORS, LLC — reported RAUM up 92% ($3.47B -> $6.67B). IAPD ↗
75
PGIM DC SOLUTIONS — reported RAUM up 455% ($1.24B -> $6.90B). IAPD ↗
75
CONCENTRIC — reported RAUM up 81% ($7.67B -> $13.91B). IAPD ↗
75
GATEWAY WEALTH PARTNERS, LLC — reported RAUM up 82% ($1.25B -> $2.28B). IAPD ↗
75
MODERN WEALTH MANAGEMENT, LLC — reported RAUM up 77% ($6.15B -> $10.90B). IAPD ↗
75
ARIS INVESTING — reported RAUM up 196% ($1.12B -> $3.31B). IAPD ↗
75
GC WEALTH MANAGEMENT RIA, LLC — reported RAUM up 171% ($2.15B -> $5.83B). IAPD ↗
75
STIFEL CAPITAL MANAGEMENT, LLC — reported RAUM up 182% ($1.49B -> $4.20B). IAPD ↗
75
FORZA INVESTMENT GROUP, LP — reported RAUM up 105% ($1.92B -> $3.94B). IAPD ↗
75
WGI DM, LLC — reported RAUM up 83% ($4.25B -> $7.78B). IAPD ↗
75
FS DIGITAL INFRASTRUCTURE ADVISOR, LLC — reported RAUM up 89% ($1.70B -> $3.21B). IAPD ↗
75
VOYA RETIREMENT ADVISORS, LLC — grew from 116 to 121 advisory reps. IAPD ↗
75
MADISON AVENUE SECURITIES, LLC — grew from 76 to 81 advisory reps. IAPD ↗
75
SANTANDER SECURITIES — grew from 103 to 108 advisory reps. IAPD ↗
75
SEI INVESTMENTS MANAGEMENT CORP — grew from 221 to 226 advisory reps. IAPD ↗
75
GRANTHAM MAYO VAN OTTERLOO & CO LLC — grew from 86 to 91 advisory reps. IAPD ↗
75
FEDERATED GLOBAL INVESTMENT MANAGEMENT CORP. — grew from 34 to 39 advisory reps. IAPD ↗
75
PPM AMERICA INC — grew from 112 to 117 advisory reps. IAPD ↗
75
ENTRUST GLOBAL PARTNERS LLC — grew from 35 to 40 advisory reps. IAPD ↗
75
PATHWAY CAPITAL MANAGEMENT, LP — grew from 83 to 88 advisory reps. IAPD ↗
75
EARNED WEALTH ADVISORS, LLC — grew from 28 to 33 advisory reps. IAPD ↗
75
TA REALTY LLC — grew from 83 to 88 advisory reps. IAPD ↗
75
T. ROWE PRICE ADVISORY SERVICES, INC. — grew from 61 to 66 advisory reps. IAPD ↗
75
CREATIVE FINANCIAL DESIGNS, INC. — grew from 150 to 155 advisory reps. IAPD ↗
75
MDT ADVISERS, A DIVISION OF FEDERATED MDTA LLC — grew from 14 to 19 advisory reps. IAPD ↗
75
FIRST HEARTLAND CONSULTANTS, INC. — grew from 83 to 88 advisory reps. IAPD ↗
75
IMA ADVISORY SERVICES, INC. — grew from 35 to 40 advisory reps. IAPD ↗
75
AMERANT INVESTMENTS, INC. — grew from 15 to 22 advisory reps. IAPD ↗
75
WILLIS JOHNSON & ASSOCIATES, INC. — grew from 16 to 21 advisory reps. IAPD ↗
75
JFG FAMILY OFFICE — grew from 30 to 35 advisory reps. IAPD ↗
75
CERTUITY, LLC — grew from 10 to 15 advisory reps. IAPD ↗
75
THE RETIREMENT PLANNING GROUP, LLC — grew from 28 to 33 advisory reps. IAPD ↗
75
EHRENKRANZ PARTNERS L.P. — grew from 12 to 17 advisory reps. IAPD ↗
75
GENERAL ATLANTIC SERVICE COMPANY, L.P. — grew from 406 to 411 advisory reps. IAPD ↗
75
SPROTT ASSET MANAGEMENT USA INC. — grew from 30 to 35 advisory reps. IAPD ↗
75
PINNACLE INVESTMENTS, LLC — grew from 50 to 55 advisory reps. IAPD ↗
75
PARAGON FINANCIAL ADVISORS — grew from 9 to 14 advisory reps. IAPD ↗
75
AVIOR WEALTH MANAGEMENT, LLC — grew from 120 to 125 advisory reps. IAPD ↗
75
TAMAR SECURITIES, LLC — grew from 13 to 18 advisory reps. IAPD ↗
75
P/E GLOBAL LLC — grew from 31 to 36 advisory reps. IAPD ↗
75
ASCENT WEALTH PARTNERS, LLC — grew from 10 to 15 advisory reps. IAPD ↗
75
SOFI WEALTH LLC — grew from 10 to 15 advisory reps. IAPD ↗
75
SUMMIT FINANCIAL WEALTH ADVISORS — grew from 12 to 17 advisory reps. IAPD ↗
75
BEACON TRUST — grew from 38 to 43 advisory reps. IAPD ↗
75
BLUE RIDGE WEALTH PLANNERS — grew from 7 to 14 advisory reps. IAPD ↗
75
LIBERTY WEALTH MANAGEMENT, LLC — grew from 18 to 23 advisory reps. IAPD ↗
75
SHEPHERD FINANCIAL INVESTMENT ADVISORY LLC — grew from 26 to 31 advisory reps. IAPD ↗
75
CREDICORP CAPITAL ADVISORS LLC — grew from 10 to 15 advisory reps. IAPD ↗
75
CX INSTITUTIONAL, LLC — grew from 68 to 73 advisory reps. IAPD ↗
75
ALTA WEALTH ADVISORS LLC — grew from 8 to 15 advisory reps. IAPD ↗
75
SYNERGY INVESTMENT MANAGEMENT LLC — grew from 9 to 16 advisory reps. IAPD ↗
75
PROSPERITAS FINANCIAL, LLC — grew from 16 to 23 advisory reps. IAPD ↗
75
APOLLON FINANCIAL, LLC — grew from 13 to 18 advisory reps. IAPD ↗
75
PORTSIDE WEALTH GROUP, LLC — grew from 42 to 47 advisory reps. IAPD ↗
75
BBVA GLOBAL WEALTH ADVISORS, INC. — grew from 24 to 29 advisory reps. IAPD ↗
75
ALTITUDE CAPITAL MANAGEMENT LLC — grew from 16 to 26 advisory reps. IAPD ↗
75
INNOVATIVE ASSET ADVISORS GROUP — grew from 4 to 11 advisory reps. IAPD ↗
75
ACTIV8 FAMILY OFFICE LLC — 's provisional registration is now fully approved. IAPD ↗
75
71 WEST CAPITAL PARTNERS — 's provisional registration is now fully approved. IAPD ↗
75
CITIZENS PRIVATE WEALTH — reports 101-250 financial-planning clients, up from 0. IAPD ↗
75
TEXAS CAPITAL BANK PRIVATE WEALTH ADVISORS — reports 101-250 financial-planning clients, up from 0. IAPD ↗
75
MBL ADVISORS — reports 101-250 financial-planning clients, up from 0. IAPD ↗
75
MIDLAND WEALTH MANAGEMENT — reports 101-250 financial-planning clients, up from 0. IAPD ↗
75
GARRISON BRADFORD & ASSOCIATES INC — now offers financial planning (Item 5G(1)). IAPD ↗
75
GARY L. GREENBERG — now offers financial planning (Item 5G(1)). IAPD ↗
75
SARATOGA CAPITAL MANAGEMENT, LLC — now offers financial planning (Item 5G(1)). IAPD ↗
75
PEAK INVESTMENT ADVISORS, INC. — now offers financial planning (Item 5G(1)). IAPD ↗
75
WATER VALLEY INVESTMENT ADVISORS, INC. — now offers financial planning (Item 5G(1)). IAPD ↗
75
CONTEGO CAPITAL GROUP, INC. — now offers financial planning (Item 5G(1)). IAPD ↗
75
BERKELEY CAPITAL MANAGEMENT, LLC — now offers financial planning (Item 5G(1)). IAPD ↗
75
WATKINSON CAPITAL ADVISORS LLC — now offers financial planning (Item 5G(1)). IAPD ↗
75
LONGBOARD ASSET MANAGEMENT — now offers financial planning (Item 5G(1)). IAPD ↗
75
PENTO PORTFOLIO STRATEGIES, LLC — now offers financial planning (Item 5G(1)). IAPD ↗
75
SERVO WEALTH MANAGEMENT LLC — now offers financial planning (Item 5G(1)). IAPD ↗
75
OPAL ADVISORS — now offers financial planning (Item 5G(1)). IAPD ↗
75
AVANT CAPITAL, LLC — now offers financial planning (Item 5G(1)). IAPD ↗
75
REVERE WEALTH MANAGEMENT LLC — now offers financial planning (Item 5G(1)). IAPD ↗
75
LAKEWOOD ASSET MANAGEMENT, LLC — now offers financial planning (Item 5G(1)). IAPD ↗
75
GREENSHIELDS CAPITAL LLC — now offers financial planning (Item 5G(1)). IAPD ↗
75
SOVEREIGN ASSET MANAGEMENT — now offers financial planning (Item 5G(1)). IAPD ↗
75
TROUTMAN WEALTH — now offers financial planning (Item 5G(1)). IAPD ↗
75
GLOBAL INVESTMENT ADVISORY — now offers financial planning (Item 5G(1)). IAPD ↗
75
MORALIS TECHNOLOGIES, LLC — now offers financial planning (Item 5G(1)). IAPD ↗
75
GAMBIT CAPITAL MANAGEMENT, LLC — now offers financial planning (Item 5G(1)). IAPD ↗
75
KINGSMAN WEALTH MANAGEMENT INC. — now offers financial planning (Item 5G(1)). IAPD ↗
75
CAPITAL AND PLANNING, LLC — now offers financial planning (Item 5G(1)). IAPD ↗
75
LUMIDA WEALTH MANAGEMENT LLC — now offers financial planning (Item 5G(1)). IAPD ↗
75
EVERGREEN WEALTH ADVISORS — now offers financial planning (Item 5G(1)). IAPD ↗
75
SILVER LAKE CAPITAL PARTNERS — now offers financial planning (Item 5G(1)). IAPD ↗
75
PONTA WEALTH PARTNERS, LLC — now offers financial planning (Item 5G(1)). IAPD ↗
75
LEGEND CAPITAL — now offers financial planning (Item 5G(1)). IAPD ↗
75
PARK STATE ASSET MANAGEMENT LLC — now offers financial planning (Item 5G(1)). IAPD ↗
75
CYNOSURE PORTFOLIO ADVISORS LLC — now offers financial planning (Item 5G(1)). IAPD ↗
75
TWENTY-FIVE CAPITAL PARTNERS — now offers financial planning (Item 5G(1)). IAPD ↗
75
STEPHEN SMITH FINANCIAL INC. — now offers financial planning (Item 5G(1)). IAPD ↗
74
AUSDAL FINANCIAL PARTNERS, INC. — reported RAUM up 75% ($2.13B -> $3.73B). IAPD ↗
74
GREENSPRING ADVISORS, LLC — reported RAUM up 71% ($3.78B -> $6.46B). IAPD ↗
74
REGAN CAPITAL — reported RAUM up 71% ($2.10B -> $3.59B). IAPD ↗
74
MAS ADVISORS LLC — reported RAUM up 71% ($1.50B -> $2.56B). IAPD ↗
74
SUMMIT WEALTH GROUP — reported RAUM up 70% ($1.35B -> $2.31B). IAPD ↗
74
NPF INVESTMENT ADVISORS — grew from 9 to 13 advisory reps. IAPD ↗
74
BOK FINANCIAL PRIVATE WEALTH, INC. — grew from 19 to 23 advisory reps. IAPD ↗
74
MONTICELLO ASSOCIATES, LLC — grew from 22 to 31 advisory reps. IAPD ↗
74
WASHINGTON TRUST ADVISORS — grew from 9 to 13 advisory reps. IAPD ↗
74
WELLESLEY ASSET MANAGEMENT, INC. — grew from 15 to 19 advisory reps. IAPD ↗
74
AMERAUDI ASSET MANAGEMENT, INC. — grew from 5 to 9 advisory reps. IAPD ↗
74
CRA FINANCIAL SERVICES, L.L.C. — grew from 7 to 11 advisory reps. IAPD ↗
74
NORTHEAST PLANNING ASSOCIATES, INC. — grew from 63 to 69 advisory reps. IAPD ↗
74
HUMAN INVESTING — grew from 14 to 18 advisory reps. IAPD ↗
74
HECK CAPITAL ADVISORS, LLC — grew from 20 to 24 advisory reps. IAPD ↗
74
CAPRICORN INVESTMENT GROUP LLC — grew from 12 to 16 advisory reps. IAPD ↗
74
ICG ADVISORS, LLC — grew from 20 to 24 advisory reps. IAPD ↗
74
ERBEN ASSOCIATES, LLC — grew from 4 to 10 advisory reps. IAPD ↗
74
JT STRATFORD, LLC — grew from 14 to 18 advisory reps. IAPD ↗
74
VALIANT CAPITAL MANAGEMENT, L.P. — grew from 10 to 14 advisory reps. IAPD ↗
74
SEQUENT PLANNING, LLC — grew from 70 to 76 advisory reps. IAPD ↗
74
CV ADVISORS LLC — grew from 19 to 23 advisory reps. IAPD ↗
74
STRATEGAS ASSET MANAGEMENT, LLC — grew from 9 to 15 advisory reps. IAPD ↗
74
JOHN HANCOCK PERSONAL FINANCIAL SERVICES, LLC — grew from 11 to 15 advisory reps. IAPD ↗
74
MMBG INVESTMENT ADVISORS CO. — grew from 5 to 9 advisory reps. IAPD ↗
74
LIFEWORKS ADVISORS, LLC — grew from 33 to 39 advisory reps. IAPD ↗
74
SAGE MOUNTAIN ADVISORS, LLC — grew from 16 to 20 advisory reps. IAPD ↗
74
TRB WEALTH MANAGEMENT, LLC — grew from 9 to 13 advisory reps. IAPD ↗
74
ALLEGIANCE FINANCIAL GROUP — grew from 6 to 12 advisory reps. IAPD ↗
74
SMITH GROUP ASSET MANAGEMENT, LLC — grew from 8 to 12 advisory reps. IAPD ↗
74
ARS WEALTH ADVISORS — grew from 12 to 16 advisory reps. IAPD ↗
74
WHITTIER ADVISORS, LLC — grew from 2 to 6 advisory reps. IAPD ↗
74
CARAVELA ENERGY PARTNERS LP — grew from 7 to 13 advisory reps. IAPD ↗
74
STIFEL CAPITAL MANAGEMENT, LLC — grew from 1 to 5 advisory reps. IAPD ↗
74
W&S ADVISORY SERVICES, LLC — grew from 0 to 9 advisory reps. IAPD ↗
73
WALL CAPITAL GROUP, INC. — reported RAUM up 174% ($107.5M -> $294.7M). IAPD ↗
73
NWF ADVISORY SERVICES INC — reported RAUM up 68% ($3.82B -> $6.43B). IAPD ↗
73
HELM CAPITAL MANAGEMENT — reported RAUM up 97% ($203.1M -> $400.8M). IAPD ↗
73
SUPERIOR PLANNING WEALTH MANAGEMENT & FAMILY OFFICE — reported RAUM up 82% ($192.1M -> $349.6M). IAPD ↗
73
NEW ENGLAND PRIVATE WEALTH ADVISORS, LLC — reported RAUM up 70% ($3.00B -> $5.09B). IAPD ↗
73
HERBERT J. SIMS CAPITAL MANAGEMENT, INC. — reported RAUM up 134% ($186.8M -> $436.9M). IAPD ↗
73
FIRST CITIZENS ASSET MANAGEMENT, INC — reported RAUM up 178% ($167.0M -> $465.1M). IAPD ↗
73
SEVEN HILLS FINANCIAL, LLC — reported RAUM up 88% ($149.1M -> $280.9M). IAPD ↗
73
VISTICA WEALTH ADVISORS, LLC — reported RAUM up 98% ($131.6M -> $260.1M). IAPD ↗
73
MARTIN CAPITAL PARTNERS, LLC — reported RAUM up 203% ($95.9M -> $290.5M). IAPD ↗
73
PATHWAYS WEALTH MANAGEMENT, INC. — reported RAUM up 115% ($133.3M -> $287.0M). IAPD ↗
73
INTEGRITY INVESTMENT ADVISORS — reported RAUM up 135% ($168.0M -> $394.3M). IAPD ↗
73
TIDAL INVESTMENTS LLC — reported RAUM up 68% ($27.26B -> $45.83B). IAPD ↗
73
GREENWICH ADVISORS, LLC — reported RAUM up 80% ($162.8M -> $293.2M). IAPD ↗
73
NORTHERN LIGHTS ADVISORS, INC. — reported RAUM up 97% ($131.7M -> $258.9M). IAPD ↗
73
MILLENNIAL ADVISERS, LLC. — reported RAUM up 478% ($58.7M -> $339.4M). IAPD ↗
73
STRATEGAS ASSET MANAGEMENT, LLC — reported RAUM up 209% ($148.2M -> $458.4M). IAPD ↗
73
GUGGENHEIM WEALTH SOLUTIONS, LLC — reported RAUM up 1081% ($31.4M -> $371.3M). IAPD ↗
73
BLACKTOWER FINANCIAL MANAGEMENT (US) LLC — reported RAUM up 107% ($122.8M -> $254.4M). IAPD ↗
73
SUNBEAM CAPITAL MANAGEMENT, LLC — reported RAUM up 92% ($213.2M -> $410.2M). IAPD ↗
73
REDWOOD FINANCIAL PLANNING, LLC — reported RAUM up 83% ($212.8M -> $388.8M). IAPD ↗
73
CATALYST FINANCIAL PARTNERS — reported RAUM up 69% ($1.02B -> $1.72B). IAPD ↗
73
BLUEDOOR PRIVATE WEALTH, LLC — reported RAUM up 218% ($105.9M -> $337.3M). IAPD ↗
73
HUDSON CAPITAL ADVISORY, INC. — reported RAUM up 146% ($133.0M -> $327.7M). IAPD ↗
73
CORPS CAPITAL ADVISORS, LLC — reported RAUM up 83% ($147.8M -> $270.3M). IAPD ↗
73
ADVISORSTRUST PARTNERS LLC — reported RAUM up 101% ($216.8M -> $435.3M). IAPD ↗
73
NEW EDGE WEALTH — reported RAUM up 65% ($12.06B -> $19.93B). IAPD ↗
73
ADVISOR SHARE WEALTH MANAGEMENT, LLC — reported RAUM up 104% ($185.2M -> $376.9M). IAPD ↗
73
PTM WEALTH MANAGEMENT, LLC — reported RAUM up 77% ($175.3M -> $310.2M). IAPD ↗
73
TREASURE INVESTMENT MANAGEMENT, LLC — reported RAUM up 133% ($108.5M -> $252.7M). IAPD ↗
73
ELYSIUM WEALTH MANAGEMENT, LLC — reported RAUM up 121% ($159.2M -> $352.3M). IAPD ↗
73
MOMENT PRIVATE WEALTH — reported RAUM up 128% ($156.7M -> $357.2M). IAPD ↗
73
THE FUTURE FUND LLC — reported RAUM up 759% ($36.6M -> $314.4M). IAPD ↗
73
NORMANDY INVESTMENT ADVISORS — reported RAUM up 92% ($142.0M -> $273.4M). IAPD ↗
73
VALTRION CAPITAL MANAGEMENT, LLC — reported RAUM up 100% ($143.6M -> $287.3M). IAPD ↗
73
COGENT PRIVATE WEALTH — reported RAUM up 77% ($141.5M -> $250.3M). IAPD ↗
73
FLATROCK WEALTH PARTNERS LLC — reported RAUM up 80% ($232.4M -> $417.6M). IAPD ↗
73
M2G VENTURES LLC — reported RAUM up 82% ($156.2M -> $284.0M). IAPD ↗
73
OPAL CAPITAL LLC — reported RAUM up 158% ($135.0M -> $348.3M). IAPD ↗
73
POMONA WEALTH MANAGEMENT, LLC — reported RAUM up 75% ($165.2M -> $289.8M). IAPD ↗
73
TIEMPO CAPITAL PARTNERS — reported RAUM up 79% ($508.0M -> $911.0M). IAPD ↗
73
RETIREMENT PORTFOLIOS, LLC — reported RAUM up 90% ($153.0M -> $290.0M). IAPD ↗
73
OSPREY PRIVATE WEALTH LLC — reported RAUM up 177% ($162.1M -> $448.4M). IAPD ↗
73
OUTRUNNER CAPITAL, LLC — reported RAUM up 114% ($233.2M -> $498.5M). IAPD ↗
73
STORYONE FAMILY OFFICE — reported RAUM up 81% ($143.5M -> $259.4M). IAPD ↗
73
ARENA PRIVATE WEALTH — reported RAUM up 143% ($139.1M -> $338.1M). IAPD ↗
73
BEATRICE ADVISORS LP — reported RAUM up 337% ($64.6M -> $282.3M). IAPD ↗
73
THE WELLINGTON GRP LLC — reported RAUM up 247% ($136.4M -> $473.6M). IAPD ↗
73
THE LIFE WEALTH GROUP — reported RAUM up 176% ($177.7M -> $490.6M). IAPD ↗
73
INFLECTION CAPITAL MANAGEMENT, LLC — reported RAUM up 94% ($188.5M -> $365.6M). IAPD ↗
73
TRITONPOINT PARTNERS, LLC — reported RAUM up 160% ($110.3M -> $286.5M). IAPD ↗
73
PARADIGM INVESTMENT ADVISORY, LLC — reported RAUM up 133% ($182.8M -> $425.1M). IAPD ↗
73
BEACON ADVISORS — reported RAUM up 79% ($256.7M -> $459.6M). IAPD ↗
73
TRITONPOINT CAPITAL, LLC — reported RAUM up 123% ($112.2M -> $250.2M). IAPD ↗
73
INNOVATIVE ASSET ADVISORS GROUP — reported RAUM up 122% ($134.5M -> $297.9M). IAPD ↗
73
BCG SECURITIES, INC. — grew from 28 to 33 advisory reps. IAPD ↗
73
MUTUAL OF OMAHA INVESTOR SERVICES, INC. — grew from 277 to 285 advisory reps. IAPD ↗
73
CLEAN YIELD ASSET MANAGEMENT — grew from 3 to 8 advisory reps. IAPD ↗
73
NOTTINGHAM ADVISORS INC. — grew from 6 to 9 advisory reps. IAPD ↗
73
NBT CAPITAL MANAGEMENT, INC. — grew from 4 to 7 advisory reps. IAPD ↗
73
ALBION FINANCIAL GROUP — grew from 11 to 14 advisory reps. IAPD ↗
73
PEAK ASSET MANAGEMENT, LLC — grew from 11 to 14 advisory reps. IAPD ↗
73
BALDWIN INVESTMENT MANAGEMENT, LLC — grew from 8 to 11 advisory reps. IAPD ↗
73
GREENWOOD GEARHART, LLC — grew from 11 to 14 advisory reps. IAPD ↗
73
STOKER OSTLER, A PART OF BMO FINANCIAL GROUP — grew from 9 to 12 advisory reps. IAPD ↗
73
STANLEY-LAMAN GROUP LTD. — grew from 10 to 13 advisory reps. IAPD ↗
73
AMB WEALTH, LLC — grew from 11 to 14 advisory reps. IAPD ↗
73
PINNACLE WEALTH ADVISORS — grew from 9 to 14 advisory reps. IAPD ↗
73
OVERBROOK MANAGEMENT CORPORATION — grew from 4 to 7 advisory reps. IAPD ↗
73
GRADIENT WEALTH MANAGEMENT — grew from 62 to 67 advisory reps. IAPD ↗
73
WEALTHCROSSING — grew from 10 to 13 advisory reps. IAPD ↗
73
STRATHMORE CAPITAL ADVISORS — grew from 6 to 11 advisory reps. IAPD ↗
73
IWP WEALTH MANAGEMENT LLC — grew from 11 to 14 advisory reps. IAPD ↗
73
LEVIN CAPITAL STRATEGIES, L.P. — grew from 6 to 9 advisory reps. IAPD ↗
73
TRUENORTH WEALTH — grew from 7 to 10 advisory reps. IAPD ↗
73
RIVERFRONT INVESTMENT GROUP, LLC — grew from 9 to 12 advisory reps. IAPD ↗
73
INSIGHT STRATEGIC WEALTH LLC — grew from 2 to 7 advisory reps. IAPD ↗
73
JACKSON WEALTH MANAGEMENT, LLC — grew from 6 to 9 advisory reps. IAPD ↗
73
LMCG INVESTMENTS, LLC — grew from 13 to 16 advisory reps. IAPD ↗
73
AGW CAPITAL ADVISORS — grew from 11 to 14 advisory reps. IAPD ↗
73
EXPAND FINANCIAL, LLC — grew from 3 to 6 advisory reps. IAPD ↗
73
DESCHUTES INVESTMENT CONSULTING, LLC — grew from 7 to 10 advisory reps. IAPD ↗
73
UNITED CAPITAL MANAGEMENT OF KANSAS, INC. — grew from 18 to 23 advisory reps. IAPD ↗
73
MSH CAPITAL ADVISORS LLC — grew from 11 to 14 advisory reps. IAPD ↗
73
HARVEST INVESTMENT SERVICES, LLC — grew from 23 to 28 advisory reps. IAPD ↗
73
WALKNER CONDON FINANCIAL ADVISORS LLC — grew from 13 to 16 advisory reps. IAPD ↗
73
STRATEGY FINANCIAL GROUP — grew from 5 to 10 advisory reps. IAPD ↗
73
MAS ADVISORS LLC — grew from 6 to 9 advisory reps. IAPD ↗
73
BILTMORE FAMILY OFFICE, LLC — grew from 6 to 9 advisory reps. IAPD ↗
73
ENVESTNET RETIREMENT SOLUTIONS, LLC — grew from 12 to 15 advisory reps. IAPD ↗
73
WEALTH WATCH ADVISORS, INC — grew from 47 to 52 advisory reps. IAPD ↗
73
MONOGRAPH WEALTH ADVISORS, LLC — grew from 7 to 10 advisory reps. IAPD ↗
73
DOUBLELINE ALTERNATIVES LP — grew from 6 to 9 advisory reps. IAPD ↗
73
SOVEREIGN WEALTH ADVISORS LLC — grew from 30 to 35 advisory reps. IAPD ↗
73
DGS CAPITAL MANAGEMENT — grew from 4 to 7 advisory reps. IAPD ↗
73
BECK BODE LLC — grew from 11 to 16 advisory reps. IAPD ↗
73
RHAME & GORRELL WEALTH MANAGEMENT — grew from 9 to 12 advisory reps. IAPD ↗
73
GOLDEN RESERVE RETIREMENT, LLC — grew from 17 to 22 advisory reps. IAPD ↗
73
INDEPENDENT WEALTH NETWORK, INC. — grew from 25 to 30 advisory reps. IAPD ↗
73
WISS PRIVATE CLIENT ADVISORS, LLC — grew from 6 to 9 advisory reps. IAPD ↗
73
OPEROSE ADVISORS LLC — grew from 8 to 11 advisory reps. IAPD ↗
73
BOLDIN ADVISORS — grew from 6 to 14 advisory reps. IAPD ↗
73
DAHRING | CUSMANO AND ASSOCIATES — grew from 4 to 9 advisory reps. IAPD ↗
73
ODEON CAPITAL ADVISORS LLC — grew from 3 to 8 advisory reps. IAPD ↗
73
HUNTER CAPITAL MANAGEMENT — grew from 5 to 8 advisory reps. IAPD ↗
73
RWM CAPITAL, LLC — grew from 13 to 21 advisory reps. IAPD ↗
73
ENDEAVOR PRIVATE WEALTH, INC. — grew from 4 to 9 advisory reps. IAPD ↗
73
JVP MANAGEMENT — grew from 10 to 13 advisory reps. IAPD ↗
73
BROOKLYN INVESTMENT GROUP, LLC — grew from 6 to 9 advisory reps. IAPD ↗
73
SYON CAPITAL LLC — grew from 2 to 5 advisory reps. IAPD ↗
73
ENDEAVOR ADVISORS, LLC — grew from 3 to 8 advisory reps. IAPD ↗
73
ARIS INVESTING — grew from 4 to 7 advisory reps. IAPD ↗
73
FARTHER ASSET MANAGEMENT, LLC — grew from 2 to 5 advisory reps. IAPD ↗
73
SYNTHETICFI LLC — grew from 2 to 7 advisory reps. IAPD ↗
73
BROADVIEW WEALTH PARTNERS — grew from 2 to 7 advisory reps. IAPD ↗
73
ASSET ONE WEALTH MANAGEMENT, LLC — 's provisional registration is now fully approved. IAPD ↗
73
AXIENT INVESTMENT ADVISORS LLC — 's provisional registration is now fully approved. IAPD ↗
73
SENTINEL ADVISORY GROUP, LLC — 's provisional registration is now fully approved. IAPD ↗
73
STEELHEAD WEALTH MANAGEMENT — 's provisional registration is now fully approved. IAPD ↗
73
POINTONE FAMILY OFFICE — 's provisional registration is now fully approved. IAPD ↗
73
CANBY FINANCIAL ADVISORS — 's provisional registration is now fully approved. IAPD ↗
73
WASHINGTON PARK CAPITAL MANAGEMENT, LLC — 's provisional registration is now fully approved. IAPD ↗
73
BELLARS HARRIS WEALTH MANAGEMENT — 's provisional registration is now fully approved. IAPD ↗
73
AUGUST WEALTH ADVISORS LLC — 's provisional registration is now fully approved. IAPD ↗
73
VERTRIX WEALTH MANAGEMENT, LLC — 's provisional registration is now fully approved. IAPD ↗
73
MMHP INVESTMENT ADVISORS — reports 101-250 financial-planning clients, up from 0. IAPD ↗
73
MEASURED RISK PORTFOLIOS — reports 101-250 financial-planning clients, up from 0. IAPD ↗
73
HARLOW WEALTH MANAGEMENT, INC. — reports 251-500 financial-planning clients, up from 1-10. IAPD ↗
73
RESTON WEALTH MANAGEMENT — reports 251-500 financial-planning clients, up from 1-10. IAPD ↗
73
PIEDMONT CAPITAL MANAGEMENT, LLC — reports 251-500 financial-planning clients, up from 0. IAPD ↗
73
DOGWOOD WEALTH MANAGEMENT, LLC — reports 101-250 financial-planning clients, up from 0. IAPD ↗
73
GAMBIT CAPITAL MANAGEMENT, LLC — reports 251-500 financial-planning clients, up from 0. IAPD ↗
73
AURELIUS FAMILY OFFICE, LLC — reports 101-250 financial-planning clients, up from 0. IAPD ↗
73
SYKON CAPITAL LLC — reports 101-250 financial-planning clients, up from 0. IAPD ↗
73
ARCHWAY WEALTH MANAGEMENT, LLC — reports 101-250 financial-planning clients, up from 0. IAPD ↗
73
RETIREMENT PORTFOLIOS, LLC — reports 101-250 financial-planning clients, up from 0. IAPD ↗
73
MOREY & QUINN WEALTH PARTNERS — reports 251-500 financial-planning clients, up from 1-10. IAPD ↗
73
ELLIS FINANCIAL PLANNING — reports 251-500 financial-planning clients, up from 0. IAPD ↗
73
HERMITAGE WEALTH — reports 251-500 financial-planning clients, up from 0. IAPD ↗
73
CYPRESS CAPITAL — reports 251-500 financial-planning clients, up from 0. IAPD ↗
73
MARATHON FINANCIAL GROUP — reports 101-250 financial-planning clients, up from 0. IAPD ↗
72
H. C. DENISON CO. — reported RAUM up 75% ($177.3M -> $310.0M). IAPD ↗
72
OSAIC INSTITUTIONS, INC. — reported RAUM up 61% ($4.02B -> $6.49B). IAPD ↗
72
WESBANCO SECURITIES, INC. — reported RAUM up 72% ($166.5M -> $285.9M). IAPD ↗
72
EARNED WEALTH ADVISORS, LLC — reported RAUM up 62% ($1.92B -> $3.11B). IAPD ↗
72
GENEOS WEALTH MANAGEMENT, INC. — reported RAUM up 65% ($5.60B -> $9.22B). IAPD ↗
72
JFG FAMILY OFFICE — reported RAUM up 65% ($2.75B -> $4.53B). IAPD ↗
72
EURO PACIFIC ASSET MANAGEMENT, LLC — reported RAUM up 60% ($1.36B -> $2.18B). IAPD ↗
72
COMPASS FINANCIAL MANAGEMENT LLC — reported RAUM up 72% ($519.0M -> $893.8M). IAPD ↗
72
BALEFIRE, LLC — reported RAUM up 61% ($1.24B -> $1.99B). IAPD ↗
72
COMPOUND PLANNING, INC. — reported RAUM up 60% ($3.03B -> $4.85B). IAPD ↗
72
SPIDERROCK ADVISORS, LLC — reported RAUM up 64% ($5.98B -> $9.83B). IAPD ↗
72
ATLATL ADVISERS — reported RAUM up 71% ($229.9M -> $392.7M). IAPD ↗
72
ECIO, INC. — reported RAUM up 71% ($231.7M -> $395.6M). IAPD ↗
72
IEQ CAPITAL, LLC — reported RAUM up 60% ($35.38B -> $56.77B). IAPD ↗
72
HUNTER LEWIS LLC — reported RAUM up 75% ($226.0M -> $394.6M). IAPD ↗
72
EMPOWER WEALTH MANAGEMENT — reported RAUM up 74% ($200.2M -> $349.3M). IAPD ↗
72
ABICH FINANCIAL WEALTH MANAGEMENT, LLC — reported RAUM up 73% ($227.6M -> $394.7M). IAPD ↗
72
CW ADVISORS, LLC — reported RAUM up 64% ($9.30B -> $15.22B). IAPD ↗
72
GAMMA INVESTING LLC — reported RAUM up 61% ($1.42B -> $2.28B). IAPD ↗
72
BALLAST ROCK PRIVATE WEALTH — reported RAUM up 70% ($238.2M -> $405.7M). IAPD ↗
72
DIVERSIFY WEALTH MANAGEMENT, LLC — reported RAUM up 63% ($2.53B -> $4.11B). IAPD ↗
72
UNITING WEALTH PARTNERS — reported RAUM up 72% ($544.7M -> $934.6M). IAPD ↗
72
MATTERS CAPITAL LLC — reported RAUM up 70% ($174.3M -> $296.8M). IAPD ↗
72
THE INVESTMENT COUNSEL COMPANY — grew from 9 to 11 advisory reps. IAPD ↗
72
RANDOLPH CO INC — grew from 2 to 4 advisory reps. IAPD ↗
72
TFC FINANCIAL MANAGEMENT INC — grew from 10 to 12 advisory reps. IAPD ↗
72
PAUL COMSTOCK PARTNERS — grew from 8 to 10 advisory reps. IAPD ↗
72
BLOOM ADVISORS — grew from 9 to 11 advisory reps. IAPD ↗
72
ALASKA PERMANENT CAPITAL MANAGEMENT, LLC — grew from 8 to 10 advisory reps. IAPD ↗
72
OAK RIDGE INVESTMENTS, LLC — grew from 9 to 11 advisory reps. IAPD ↗
72
DIVERSIFIED PORTFOLIOS, INC. — grew from 9 to 11 advisory reps. IAPD ↗
72
PORTLAND GLOBAL ADVISORS LLC — grew from 9 to 11 advisory reps. IAPD ↗
72
EVENSKY & KATZ/FOLDES WEALTH MANAGEMENT — grew from 2 to 4 advisory reps. IAPD ↗
72
CAHILL FINANCIAL ADVISORS, INC. — grew from 10 to 12 advisory reps. IAPD ↗
72
KNIGHTSBRIDGE WEALTH MANAGEMENT — grew from 7 to 9 advisory reps. IAPD ↗
72
DEW WEALTH MANAGEMENT — grew from 20 to 24 advisory reps. IAPD ↗
72
FINANCIAL PLAN, INC. — grew from 9 to 11 advisory reps. IAPD ↗
72
THE PLANNING CENTER, INC. — grew from 10 to 12 advisory reps. IAPD ↗
72
COLUMBIA ASSET MANAGEMENT, L.L.C. — grew from 4 to 6 advisory reps. IAPD ↗
72
PATHWAY FINANCIAL ADVISORS, LLC — grew from 5 to 7 advisory reps. IAPD ↗
72
MEZZASALMA ADVISORS — grew from 1 to 5 advisory reps. IAPD ↗
72
BASSO CAPITAL MANAGEMENT, L.P. — grew from 4 to 6 advisory reps. IAPD ↗
72
AUREUS ASSET MANAGEMENT, LLC — grew from 8 to 10 advisory reps. IAPD ↗
72
KOHMANN BOSSHARD FINANCIAL SERVICES, LLC. — grew from 4 to 6 advisory reps. IAPD ↗
72
WERBA RUBIN PAPIER WEALTH MANAGEMENT, LLC — grew from 7 to 9 advisory reps. IAPD ↗
72
STONE HOUSE INVESTMENT MANAGEMENT, LLC — grew from 13 to 17 advisory reps. IAPD ↗
72
ENERGY INCOME PARTNERS — grew from 6 to 8 advisory reps. IAPD ↗
72
CIRCLE WEALTH MANAGEMENT, LLC — grew from 9 to 11 advisory reps. IAPD ↗
72
CAPITAL WEALTH PLANNING, LLC — grew from 4 to 6 advisory reps. IAPD ↗
72
FORT SHERIDAN ADVISORS LLC — grew from 5 to 7 advisory reps. IAPD ↗
72
FIRST FINANCIAL COACHING, INC. — grew from 10 to 14 advisory reps. IAPD ↗
72
FIELDER CAPITAL GROUP LLC — grew from 3 to 5 advisory reps. IAPD ↗
72
ALEXANDER CAPITAL WEALTH MANAGEMENT LLC — grew from 28 to 35 advisory reps. IAPD ↗
72
REGAN CAPITAL — grew from 3 to 5 advisory reps. IAPD ↗
72
MARSHALL + STERLING WEALTH ADVISORS, INC. — grew from 7 to 9 advisory reps. IAPD ↗
72
SEROS FINANCIAL, LLC — grew from 3 to 7 advisory reps. IAPD ↗
72
360 FINANCIAL — grew from 5 to 9 advisory reps. IAPD ↗
72
DORSEY ASSET MANAGEMENT — grew from 6 to 8 advisory reps. IAPD ↗
72
CONCENTUS WEALTH ADVISORS — grew from 7 to 9 advisory reps. IAPD ↗
72
VERDAD ADVISERS, L.P. — grew from 6 to 8 advisory reps. IAPD ↗
72
BENTOAK CAPITAL — grew from 15 to 19 advisory reps. IAPD ↗
72
RIVER WEALTH ADVISORS LLC — grew from 7 to 9 advisory reps. IAPD ↗
72
SHARIAPORTFOLIO, INC. — grew from 7 to 9 advisory reps. IAPD ↗
72
WELLINGTON INVESTMENT ADVISORS — grew from 5 to 9 advisory reps. IAPD ↗
72
SKYVIEW INVESTMENT ADVISORS, LLC — grew from 9 to 11 advisory reps. IAPD ↗
72
CROSSINGBRIDGE ADVISORS, LLC — grew from 9 to 11 advisory reps. IAPD ↗
72
MERIDIAN WEALTH PARTNERS, LLC — grew from 9 to 11 advisory reps. IAPD ↗
72
ROSSMORE PRIVATE CAPITAL, LLC — grew from 5 to 7 advisory reps. IAPD ↗
72
THE COURY FIRM — grew from 10 to 12 advisory reps. IAPD ↗
72
TOMS CAPITAL INVESTMENT MANAGEMENT LP — grew from 5 to 7 advisory reps. IAPD ↗
72
ATOM INVESTORS LP — grew from 6 to 8 advisory reps. IAPD ↗
72
CURATED WEALTH PARTNERS, LLC — grew from 3 to 5 advisory reps. IAPD ↗
72
ASPIRE CAPITAL ADVISORS LLC — grew from 10 to 12 advisory reps. IAPD ↗
72
SEAVIEW INVESTMENT MANAGERS LLC — grew from 7 to 9 advisory reps. IAPD ↗
72
STOKES FAMILY OFFICE LLC — grew from 10 to 12 advisory reps. IAPD ↗
72
PAINTED PORCH ADVISORS LLC — grew from 9 to 13 advisory reps. IAPD ↗
72
PRESIDIO CAPITAL MANAGEMENT, LLC — grew from 5 to 9 advisory reps. IAPD ↗
72
BT FAMILY OFFICE, LLC — grew from 5 to 7 advisory reps. IAPD ↗
72
HAYS FINANCIAL GROUP, LLC — grew from 4 to 6 advisory reps. IAPD ↗
72
O'HAGAN GROUP, INC. — grew from 8 to 10 advisory reps. IAPD ↗
72
DOUBLE EAGLE FAMILY OFFICES, LLC — grew from 4 to 6 advisory reps. IAPD ↗
72
WEST WEALTH GROUP, LLC — grew from 9 to 13 advisory reps. IAPD ↗
72
ONEASCENT FAMILY OFFICES — grew from 6 to 10 advisory reps. IAPD ↗
72
SPIREPOINT PRIVATE CLIENT, LLC — grew from 6 to 8 advisory reps. IAPD ↗
72
WEST INVEST — grew from 5 to 9 advisory reps. IAPD ↗
72
MASTER'S WEALTH MANAGEMENT INC. — grew from 5 to 9 advisory reps. IAPD ↗
72
IFC ADVISORS LLC — grew from 7 to 9 advisory reps. IAPD ↗
72
ARENA PRIVATE WEALTH — grew from 4 to 8 advisory reps. IAPD ↗
72
UNITING WEALTH PARTNERS — grew from 7 to 11 advisory reps. IAPD ↗
72
BEATRICE ADVISORS LP — grew from 2 to 6 advisory reps. IAPD ↗
72
INTELLUS ADVISORS, LLC — grew from 7 to 9 advisory reps. IAPD ↗
72
BLUE CURVE ADVISORY, LLC — grew from 1 to 8 advisory reps. IAPD ↗
72
ELEVATED FINANCIAL GROUP — grew from 4 to 8 advisory reps. IAPD ↗
72
VERITA STRATEGIC WEALTH PARTNERS, LLC — grew from 3 to 5 advisory reps. IAPD ↗
72
OAKWORTH ASSET MANAGEMENT, LLC — grew from 15 to 19 advisory reps. IAPD ↗
72
AXIENT INVESTMENT ADVISORS LLC — grew from 8 to 12 advisory reps. IAPD ↗
72
NERDWALLET WEALTH PARTNERS, LLC — grew from 7 to 11 advisory reps. IAPD ↗
72
COZAD ASSET MANAGEMENT INC — reports 101-250 financial-planning clients, up from 1-10. IAPD ↗
72
TFC FINANCIAL MANAGEMENT INC — reports 251-500 financial-planning clients, up from 11-25. IAPD ↗
72
CRAWFORD INVESTMENT COUNSEL INC — reports 51-100 financial-planning clients, up from 0. IAPD ↗
72
IMA ADVISORY SERVICES, INC. — reports 101-250 financial-planning clients, up from 1-10. IAPD ↗
72
STEEL GROVE CAPITAL ADVISORS, LLC — reports 251-500 financial-planning clients, up from 11-25. IAPD ↗
72
GIBRALTAR CAPITAL MANAGEMENT, INC. — reports More than 500 financial-planning clients, up from 26-50. IAPD ↗
72
ALPHA CUBED INVESTMENTS, LLC — reports 101-250 financial-planning clients, up from 1-10. IAPD ↗
72
ALASKA WEALTH ADVISORS — reports More than 500 financial-planning clients, up from 26-50. IAPD ↗
72
SUMMIT TRAIL ADVISORS, LLC — reports 51-100 financial-planning clients, up from 0. IAPD ↗
72
SMITH BROTHERS FINANCIAL, LLC — reports 101-250 financial-planning clients, up from 1-10. IAPD ↗
72
BRIDGEPORT FINANCIAL SOLUTIONS — reports 101-250 financial-planning clients, up from 1-10. IAPD ↗
72
HORAN WEALTH, LLC — reports 101-250 financial-planning clients, up from 1-10. IAPD ↗
71
CETERA INVESTMENT ADVISERS LLC — reported RAUM up 57% ($163.79B -> $256.81B). IAPD ↗
71
HORIZON INVESTMENTS LLC — reported RAUM up 58% ($5.36B -> $8.47B). IAPD ↗
71
APRIO WEALTH MANAGEMENT, LLC — reported RAUM up 58% ($2.64B -> $4.15B). IAPD ↗
71
ADVOCACY WEALTH MANAGEMENT, LLC — reported RAUM up 56% ($2.08B -> $3.24B). IAPD ↗
71
WESTFULLER ADVISORS, LLC — reported RAUM up 58% ($2.14B -> $3.37B). IAPD ↗
71
NEWEDGE ADVISORS — reported RAUM up 58% ($27.38B -> $43.21B). IAPD ↗
71
AB PRIVATE CREDIT INVESTORS LLC — reported RAUM up 57% ($7.21B -> $11.36B). IAPD ↗
71
VANGUARD PERSONALIZED INDEXING MANAGEMENT — reported RAUM up 56% ($7.26B -> $11.35B). IAPD ↗
71
INVICTA ADVISORS LLC — reported RAUM up 69% ($183.5M -> $310.2M). IAPD ↗
71
GREENBRIDGE PARTNERS LLC — reported RAUM up 70% ($254.8M -> $433.1M). IAPD ↗
71
NAVIS WEALTH ADVISORS LLC — reported RAUM up 67% ($540.7M -> $902.2M). IAPD ↗
71
ENCOMPASS MORE ASSET MANAGEMENT LLC — reported RAUM up 69% ($581.9M -> $984.9M). IAPD ↗
71
CONCURRENT INVESTMENT ADVISORS, LLC — reported RAUM up 59% ($9.90B -> $15.73B). IAPD ↗
71
LCP INSTITUTIONAL, LLC — reported RAUM up 57% ($2.02B -> $3.18B). IAPD ↗
71
FIRST TURN MANAGEMENT, LLC — reported RAUM up 68% ($536.6M -> $900.1M). IAPD ↗
71
THRYVE WEALTH MANAGEMENT — reported RAUM up 70% ($179.1M -> $304.0M). IAPD ↗
71
MONEY MANAGEMENT SERVICES INC — grew from 4 to 7 advisory reps. IAPD ↗
71
CMG CAPITAL MANAGEMENT GROUP, INC. — grew from 5 to 8 advisory reps. IAPD ↗
71
BRADFORD FINANCIAL CENTER — grew from 8 to 14 advisory reps. IAPD ↗
71
PLAN GROUP FINANCIAL, INC. — grew from 14 to 17 advisory reps. IAPD ↗
71
CORNERSTONE WEALTH ADVISORS, INC. — grew from 5 to 8 advisory reps. IAPD ↗
71
NET WORTH ADVISORY GROUP, LLC — grew from 10 to 13 advisory reps. IAPD ↗
71
WEALTH OKLAHOMA — grew from 3 to 6 advisory reps. IAPD ↗
71
DASH INVESTMENTS — grew from 4 to 7 advisory reps. IAPD ↗
71
NORTH BERKELEY WEALTH MANAGEMENT, LLC — grew from 8 to 11 advisory reps. IAPD ↗
71
ACP CAPITAL MANAGEMENT, LLC — grew from 9 to 12 advisory reps. IAPD ↗
71
LIFEPLAN GROUP — grew from 2 to 5 advisory reps. IAPD ↗
71
GBM WEALTH MANAGEMENT, INC. — grew from 5 to 8 advisory reps. IAPD ↗
71
MONEX ASSET MANAGEMENT, INC. — grew from 14 to 17 advisory reps. IAPD ↗
71
ELEVATE WEALTH ADVISORY, INC. — grew from 7 to 10 advisory reps. IAPD ↗
71
CREAND MANAGEMENT — grew from 11 to 14 advisory reps. IAPD ↗
71
MCMILLAN OFFICE, INC. — grew from 1 to 4 advisory reps. IAPD ↗
71
STONEMARK WEALTH MANAGEMENT — grew from 5 to 8 advisory reps. IAPD ↗
71
PRACTICECFO INVESTMENTS — grew from 9 to 12 advisory reps. IAPD ↗
71
CLIENT 1ST ADVISORY GROUP — grew from 4 to 7 advisory reps. IAPD ↗
71
J. HAGAN CAPITAL, INC. — grew from 7 to 10 advisory reps. IAPD ↗
71
HOBART WEALTH — grew from 8 to 11 advisory reps. IAPD ↗
71
MEASURED WEALTH PRIVATE CLIENT GROUP, LLC — grew from 8 to 11 advisory reps. IAPD ↗
71
VIZCAYA CAPITAL, LLC — grew from 5 to 8 advisory reps. IAPD ↗
71
LAS OLAS CAPITAL ADVISORS, LLC — grew from 4 to 7 advisory reps. IAPD ↗
71
D.B. ROOT & COMPANY, LLC — grew from 12 to 15 advisory reps. IAPD ↗
71
STANCE CAPITAL LLC — grew from 2 to 5 advisory reps. IAPD ↗
71
TANDEM FINANCIAL, LLC — grew from 3 to 6 advisory reps. IAPD ↗
71
ARCH GLOBAL ADVISORS, LLC — grew from 4 to 10 advisory reps. IAPD ↗
71
MERKLE RETIREMENT PLANNING — grew from 7 to 10 advisory reps. IAPD ↗
71
RESURGENT ADVISORS — grew from 7 to 10 advisory reps. IAPD ↗
71
EMPOWER WEALTH MANAGEMENT — grew from 2 to 5 advisory reps. IAPD ↗
71
BLACK KNIGHT WEALTH MANAGEMENT, LLC — grew from 7 to 10 advisory reps. IAPD ↗
71
QUANTUM PRIVATE WEALTH, LLC — grew from 1 to 4 advisory reps. IAPD ↗
71
ONEASCENT WEALTH MANAGEMENT — grew from 9 to 12 advisory reps. IAPD ↗
71
INTERCHANGE CAPITAL PARTNERS — grew from 4 to 7 advisory reps. IAPD ↗
71
GREENUP STREET WEALTH MANAGEMENT LLC — grew from 15 to 18 advisory reps. IAPD ↗
71
SAXON FINANCIAL GROUP — grew from 12 to 15 advisory reps. IAPD ↗
71
EVERSTAR ASSET MANAGEMENT, LLC — grew from 6 to 9 advisory reps. IAPD ↗
71
MIRABILIS MANAGEMENT COMPANY LLC — grew from 5 to 8 advisory reps. IAPD ↗
71
SPARTA WEALTH PARTNERS — grew from 5 to 8 advisory reps. IAPD ↗
71
FIAT WEALTH MANAGEMENT — grew from 10 to 13 advisory reps. IAPD ↗
71
BASE WEALTH MANAGEMENT — grew from 6 to 9 advisory reps. IAPD ↗
71
JESSUP WEALTH MANAGEMENT — grew from 4 to 7 advisory reps. IAPD ↗
71
PUREFI WEALTH, LLC — grew from 5 to 8 advisory reps. IAPD ↗
71
CATALYST WEALTH MANAGEMENT LLC — grew from 16 to 22 advisory reps. IAPD ↗
71
AURDAN CAPITAL MANAGEMENT, LLC — grew from 3 to 6 advisory reps. IAPD ↗
71
KILTER GROUP — grew from 4 to 7 advisory reps. IAPD ↗
71
CARRERA CAPITAL ADVISORS — grew from 9 to 12 advisory reps. IAPD ↗
71
SANDRO WEALTH MANAGEMENT LLC — grew from 5 to 11 advisory reps. IAPD ↗
71
HEADLAND CAPITAL — grew from 9 to 12 advisory reps. IAPD ↗
71
INFLECTION CAPITAL MANAGEMENT, LLC — grew from 5 to 8 advisory reps. IAPD ↗
71
PW NOVA FINANCIAL SERVICES LLC — grew from 3 to 6 advisory reps. IAPD ↗
70
ARS INVESTMENT PARTNERS, LLC — reported RAUM up 52% ($1.78B -> $2.71B). IAPD ↗
70
B.B. GRAHAM & COMPANY, INC. — reported RAUM up 64% ($196.1M -> $321.7M). IAPD ↗
70
SUPREME ALLIANCE LLC — reported RAUM up 93% ($18.3M -> $35.3M). IAPD ↗
70
BRANDES INVESTMENT PARTNERS, LP — reported RAUM up 52% ($26.69B -> $40.65B). IAPD ↗
70
ADRIAN DAY ASSET MANAGEMENT — reported RAUM up 88% ($117.6M -> $221.6M). IAPD ↗
70
GUGGENHEIM INVESTMENT ADVISORS, LLC — reported RAUM up 61% ($522.0M -> $840.9M). IAPD ↗
70
T. ROWE PRICE ADVISORY SERVICES, INC. — reported RAUM up 53% ($3.86B -> $5.90B). IAPD ↗
70
PROMETHEUS CAPITAL MANAGEMENT CORP. — reported RAUM up 61% ($247.6M -> $397.8M). IAPD ↗
70
IKE CAPITAL, LLC — reported RAUM up 64% ($157.3M -> $257.4M). IAPD ↗
70
AMERICAN INDEPENDENT SECURITIES GROUP, LLC — reported RAUM up 63% ($604.9M -> $986.3M). IAPD ↗
70
STELAC ADVISORY SERVICES LLC — reported RAUM up 55% ($4.06B -> $6.29B). IAPD ↗
70
CORNERSTONE WEALTH PARTNERS, LLC — reported RAUM up 1043% ($12.8M -> $145.9M). IAPD ↗
70
CAPRICORN INVESTMENT GROUP LLC — reported RAUM up 51% ($12.47B -> $18.85B). IAPD ↗
70
CS PLANNING CORP — reported RAUM up 55% ($1.27B -> $1.96B). IAPD ↗
70
CAPITAL WEALTH PLANNING, LLC — reported RAUM up 51% ($11.42B -> $17.25B). IAPD ↗
70
C2 PRIVATE WEALTH — reported RAUM up 54% ($1.18B -> $1.82B). IAPD ↗
70
EXPAND FINANCIAL, LLC — reported RAUM up 51% ($1.84B -> $2.77B). IAPD ↗
70
ISRAEL INVESTMENT ADVISORS, LLC — reported RAUM up 110% ($45.9M -> $96.3M). IAPD ↗
70
TRICORD ADVISORS, INC. — reported RAUM up 65% ($261.7M -> $431.5M). IAPD ↗
70
XENDIA WEALTH LLC — reported RAUM up 63% ($291.7M -> $475.3M). IAPD ↗
70
DUTCH ASSET CORPORATION — reported RAUM up 105% ($91.1M -> $186.9M). IAPD ↗
70
HULL TACTICAL — reported RAUM up 131% ($76.7M -> $177.0M). IAPD ↗
70
IHT WEALTH MANAGEMENT LLC — reported RAUM up 54% ($6.38B -> $9.80B). IAPD ↗
70
NORTH WOODS WEALTH MANAGEMENT — reported RAUM up 101% ($74.8M -> $150.4M). IAPD ↗
70
EMERGENT FINANCIAL SERVICES, LLC. — reported RAUM up 77% ($110.4M -> $195.2M). IAPD ↗
70
BRASIL PLURAL INVESTMENT ADVISOR LLC — reported RAUM up 93% ($104.6M -> $201.6M). IAPD ↗
70
RICHMOND QUANTITATIVE ADVISORS, LLC — reported RAUM up 115% ($27.8M -> $60.0M). IAPD ↗
70
KINGSWOOD WEALTH ADVISORS, LLC — reported RAUM up 54% ($2.47B -> $3.80B). IAPD ↗
70
PALM SPRINGS ADVISORY LLC — reported RAUM up 652% ($4.7M -> $35.5M). IAPD ↗
70
MONOGRAM CAPITAL MANAGEMENT, L.P. — reported RAUM up 53% ($1.17B -> $1.79B). IAPD ↗
70
WICK CAPITAL PARTNERS, LLC — reported RAUM up 64% ($565.3M -> $929.7M). IAPD ↗
70
SUMMIT FINANCIAL, LLC — reported RAUM up 50% ($14.96B -> $22.47B). IAPD ↗
70
HILTON HEAD CAPITAL PARTNERS, LLC — reported RAUM up 61% ($253.8M -> $409.5M). IAPD ↗
70
FOUNDRY FINANCIAL LLC — reported RAUM up 122% ($104.7M -> $232.6M). IAPD ↗
70
LEXINGTON HILL PARTNERS, LLC — reported RAUM up 63% ($170.7M -> $278.4M). IAPD ↗
70
TANNIN CAPITAL, LLC — reported RAUM up 61% ($512.3M -> $824.9M). IAPD ↗
70
ORIGIN INVESTMENT ADVISORY LLC — reported RAUM up 1514% ($2.1M -> $34.7M). IAPD ↗
70
ALIGNMENT FINANCIAL GROUP — reported RAUM up 417% ($15.0M -> $77.6M). IAPD ↗
70
DELAWARE WEALTH PLANNERS — reported RAUM up 65% ($155.2M -> $255.6M). IAPD ↗
70
QUINCY WELLS ADVISORS, LLC — reported RAUM up 94% ($45.1M -> $87.3M). IAPD ↗
70
STRATTON CAPITAL INVESTMENT ADVISORY LLC — reported RAUM up 84% ($75.2M -> $138.3M). IAPD ↗
70
INSIGHTS INVESTMENTS — reported RAUM up 100% ($22.9M -> $45.8M). IAPD ↗
70
GUARDIAN WEALTH PARTNERS, LLC — reported RAUM up 95% ($98.3M -> $191.4M). IAPD ↗
70
GLOBAL INVESTMENT ADVISORY — reported RAUM up 234% ($21.5M -> $71.8M). IAPD ↗
70
CSP FINANCIAL GROUP LLC — reported RAUM up 293% ($30.3M -> $119.2M). IAPD ↗
70
QUANTEL ASSET MANAGEMENT LLC — reported RAUM up 96% ($30.4M -> $59.7M). IAPD ↗
70
ALINEA ADVISORY SERVICES LLC — reported RAUM up 430% ($12.6M -> $66.6M). IAPD ↗
70
MORALIS TECHNOLOGIES, LLC — reported RAUM up 98% ($51.9M -> $103.0M). IAPD ↗
70
CALLAN FAMILY OFFICE, LLC — reported RAUM up 53% ($6.67B -> $10.21B). IAPD ↗
70
SK ADVISOR NETWORK, LLC — reported RAUM up 64% ($165.2M -> $271.5M). IAPD ↗
70
NK CAPITAL LLC — reported RAUM up 200% ($36.4M -> $109.2M). IAPD ↗
70
ADVISOR.COM — reported RAUM up 147% ($51.3M -> $126.8M). IAPD ↗
70
TSG ALPHA PARTNERS, LLC — reported RAUM up 79% ($75.4M -> $134.9M). IAPD ↗
70
CENTRAL PINE CAPITAL, LLC — reported RAUM up 65% ($201.5M -> $332.4M). IAPD ↗
70
ALIANZA CORP. INVESTMENT ADVISOR — reported RAUM up 87% ($108.9M -> $204.1M). IAPD ↗
70
CARRY ADVISORS LLC — reported RAUM up 81% ($99.7M -> $180.9M). IAPD ↗
70
A16Z PERENNIAL MANAGEMENT, L.P. — reported RAUM up 51% ($1.82B -> $2.74B). IAPD ↗
70
FANCLUB SPORTS CAPITAL — reported RAUM up 79% ($15.5M -> $27.8M). IAPD ↗
70
E6 PORTFOLIOS — reported RAUM up 79% ($134.0M -> $239.4M). IAPD ↗
70
E-WEALTH PARTNERS — reported RAUM up 94% ($112.9M -> $218.7M). IAPD ↗
70
HERON FINANCE — reported RAUM up 146% ($15.3M -> $37.7M). IAPD ↗
70
BARNES DENNIG PRIVATE WEALTH MANAGEMENT, LLC — reported RAUM up 83% ($102.8M -> $188.2M). IAPD ↗
70
QUANTIFY FUNDS — reported RAUM up 135% ($56.7M -> $133.2M). IAPD ↗
70
ALTITUDE CAPITAL MANAGEMENT LLC — reported RAUM up 110% ($49.4M -> $103.6M). IAPD ↗
70
INNOVATIVE FAMILY OFFICE LLC — reported RAUM up 206% ($21.5M -> $65.8M). IAPD ↗
70
PONTA WEALTH PARTNERS, LLC — reported RAUM up 104% ($102.2M -> $208.4M). IAPD ↗
70
CALIBER WEALTH MANAGEMENT, LLC — reported RAUM up 51% ($1.17B -> $1.76B). IAPD ↗
70
GUGGENHEIM PRIVATE INVESTMENTS, LLC — reported RAUM up 62% ($216.2M -> $349.5M). IAPD ↗
70
SANDRO WEALTH MANAGEMENT LLC — reported RAUM up 124% ($101.7M -> $227.6M). IAPD ↗
70
CATOCTIN RIDGE WEALTH PARTNER — reported RAUM up 95% ($102.3M -> $199.0M). IAPD ↗
70
HONEOYE FALLS CAPITAL LLC — reported RAUM up 123% ($30.0M -> $67.0M). IAPD ↗
70
THE BYCOFF GROUP LLC — reported RAUM up 98% ($36.7M -> $72.6M). IAPD ↗
70
EAGLE'S CREST ADVISORS, LLC — reported RAUM up 114% ($30.6M -> $65.3M). IAPD ↗
70
CONNECTIVE WEALTH PARTNERS, LLC — reported RAUM up 112% ($36.7M -> $77.6M). IAPD ↗
70
MARTIN NELSON & CO., INC. — grew from 2 to 4 advisory reps. IAPD ↗
70
CARLSON INVESTMENTS — grew from 6 to 8 advisory reps. IAPD ↗
70
PARK PLACE CAPITAL CORPORATION — grew from 5 to 7 advisory reps. IAPD ↗
70
ADVANCED FINANCIAL STRATEGIES INC — grew from 4 to 6 advisory reps. IAPD ↗
70
THOMAS J. HERZFELD ADVISORS, INC. — grew from 4 to 6 advisory reps. IAPD ↗
70
LEGACY CONSULTING GROUP — grew from 2 to 4 advisory reps. IAPD ↗
70
TOWER VIEW WEALTH MANAGEMENT LLC — grew from 2 to 4 advisory reps. IAPD ↗
70
COMPASS FINANCIAL ADVISORS LLC — grew from 7 to 9 advisory reps. IAPD ↗
70
SPECTRUM ASSET MANAGEMENT INC — grew from 9 to 11 advisory reps. IAPD ↗
70
NORTH POINT PORTFOLIO MANAGERS CORPORATION — grew from 4 to 6 advisory reps. IAPD ↗
70
SHAKESPEARE WEALTH MANAGEMENT, LLC — grew from 4 to 6 advisory reps. IAPD ↗
70
CORUS FAMILY WEALTH ADVISORS, INC. — grew from 6 to 8 advisory reps. IAPD ↗
70
ELEMENT WEALTH, LLC — grew from 7 to 9 advisory reps. IAPD ↗
70
ROBERTSON INVESTMENT MANAGEMENT — grew from 8 to 10 advisory reps. IAPD ↗
70
TRANSITION FINANCIAL ADVISORS GROUP, LLC — grew from 3 to 5 advisory reps. IAPD ↗
70
FINANCIAL SECURITY MANAGEMENT, INC — grew from 5 to 7 advisory reps. IAPD ↗
70
WEALTHHARBOR CAPITAL GROUP, LLC — grew from 4 to 6 advisory reps. IAPD ↗
70
WATERFORD ADVISORS, LLC — grew from 5 to 7 advisory reps. IAPD ↗
70
GERBER, LLC — grew from 2 to 4 advisory reps. IAPD ↗
70
MATSON FINANCIAL ADVISORS, INC. — grew from 3 to 5 advisory reps. IAPD ↗
70
ALLGEN FINANCIAL ADVISORS, INC. — grew from 10 to 12 advisory reps. IAPD ↗
70
PERSIUM ADVISORS, LLC — grew from 9 to 11 advisory reps. IAPD ↗
70
CAPCO ASSET MANAGEMENT, LLC — grew from 3 to 5 advisory reps. IAPD ↗
70
SATOVSKY ASSET MANAGEMENT LLC — grew from 5 to 7 advisory reps. IAPD ↗
70
OPTIMUS CAPITAL ADVISORS, LLC — grew from 2 to 4 advisory reps. IAPD ↗
70
COOK & BYNUM CAPITAL MANAGEMENT, LLC — grew from 4 to 6 advisory reps. IAPD ↗
70
WEALTHVIEW CAPITAL, LLC — grew from 2 to 4 advisory reps. IAPD ↗
70
IRONWOOD FINANCIAL, LLC — grew from 6 to 8 advisory reps. IAPD ↗
70
MISSION CREEK CAPITAL PARTNERS, INC. — grew from 8 to 10 advisory reps. IAPD ↗
70
PROMUS ADVISORS — grew from 2 to 4 advisory reps. IAPD ↗
70
WWM FINANCIAL — grew from 5 to 7 advisory reps. IAPD ↗
70
FORTRESS PLANNING GROUP — grew from 3 to 5 advisory reps. IAPD ↗
70
ROI FINANCIAL — grew from 3 to 5 advisory reps. IAPD ↗
70
ALTERNATIVE INVESTMENT ADVISORS, LLC — grew from 9 to 11 advisory reps. IAPD ↗
70
VINCI PARTNERS USA — grew from 4 to 6 advisory reps. IAPD ↗
70
WATERWAY WEALTH MANAGEMENT, L.L.C. — grew from 2 to 4 advisory reps. IAPD ↗
70
ARGENT RETIREMENT PLAN ADVISORS, LLC — grew from 3 to 5 advisory reps. IAPD ↗
70
MURPHY & SYLVEST — grew from 5 to 7 advisory reps. IAPD ↗
70
EPIQ PARTNERS, LLC — grew from 4 to 6 advisory reps. IAPD ↗
70
SILVERLAKE WEALTH MANAGEMENT LLC — grew from 9 to 11 advisory reps. IAPD ↗
70
GREENWICH ADVISORS, LLC — grew from 2 to 4 advisory reps. IAPD ↗
70
MCBEATH FINANCIAL GROUP — grew from 6 to 8 advisory reps. IAPD ↗
70
LECONTE WEALTH MANAGEMENT, LLC — grew from 4 to 6 advisory reps. IAPD ↗
70
SIMS INVESTMENT MANAGEMENT LLC — grew from 4 to 6 advisory reps. IAPD ↗
70
CRESTA ADVISORS — grew from 7 to 9 advisory reps. IAPD ↗
70
BROPHY WEALTH MANAGEMENT, LLC — grew from 2 to 4 advisory reps. IAPD ↗
70
SALVUS WEALTH MANAGEMENT, LLC — grew from 4 to 6 advisory reps. IAPD ↗
70
ROSE CAPITAL ADVISORS, LLC — grew from 7 to 9 advisory reps. IAPD ↗
70
KEELER & NADLER FAMILY WEALTH — grew from 7 to 9 advisory reps. IAPD ↗
70
LEADING EDGE FINANCIAL PLANNING LLC — grew from 7 to 9 advisory reps. IAPD ↗
70
MERIDIAN FINANCIAL PARTNERS LLC — grew from 4 to 6 advisory reps. IAPD ↗
70
ACUMEN WEALTH ADVISORS, LLC — grew from 10 to 12 advisory reps. IAPD ↗
70
HURLOW WEALTH MANAGEMENT GROUP, INC. — grew from 8 to 10 advisory reps. IAPD ↗
70
SUMMIT WEALTH PARTNERS, LLC — grew from 10 to 12 advisory reps. IAPD ↗
70
SPG ADVISORS LLC — grew from 6 to 8 advisory reps. IAPD ↗
70
GOALVEST ADVISORY LLC — grew from 5 to 7 advisory reps. IAPD ↗
70
OASIS WEALTH PLANNING ADVISORS — grew from 5 to 7 advisory reps. IAPD ↗
70
MATRIX PRIVATE CAPITAL GROUP — grew from 3 to 5 advisory reps. IAPD ↗
70
GOODMAN ADVISORY GROUP, LLC — grew from 4 to 6 advisory reps. IAPD ↗
70
BALLAST ADVISORS, LLC — grew from 4 to 6 advisory reps. IAPD ↗
70
BLAKESLEE & BLAKESLEE FINANCIAL ADVISERS INC. — grew from 5 to 7 advisory reps. IAPD ↗
70
IRONBRIDGE PRIVATE WEALTH, LLC — grew from 4 to 6 advisory reps. IAPD ↗
70
ASTORIA PORTFOLIO ADVISORS LLC — grew from 7 to 9 advisory reps. IAPD ↗
70
MOMENTOUS WEALTH MANAGEMENT, INC. — grew from 5 to 7 advisory reps. IAPD ↗
70
BRAINVEST WEALTH MANAGEMENT LLC — grew from 3 to 5 advisory reps. IAPD ↗
70
PEAK PLANNING GROUP, LLC — grew from 5 to 7 advisory reps. IAPD ↗
70
AFFINITY WEALTH MANAGEMENT LLC — grew from 9 to 11 advisory reps. IAPD ↗
70
THE DALA GROUP, LLC — grew from 5 to 7 advisory reps. IAPD ↗
70
FERGUSON SHAPIRO LLC — grew from 3 to 5 advisory reps. IAPD ↗
70
HASSELL WEALTH MANAGEMENT — grew from 4 to 6 advisory reps. IAPD ↗
70
BLUE ROCK FINANCIAL GROUP — grew from 3 to 5 advisory reps. IAPD ↗
70
GREAT DIAMOND PARTNERS, LLC — grew from 5 to 7 advisory reps. IAPD ↗
70
BELLWETHER WEALTH — grew from 5 to 7 advisory reps. IAPD ↗
70
PACES FERRY WEALTH ADVISORS, LLC — grew from 4 to 6 advisory reps. IAPD ↗
70
INTELLIGENT WEALTH SOLUTIONS LLC — grew from 4 to 6 advisory reps. IAPD ↗
70
RETIRERIGHT CONSULTING GROUP — grew from 3 to 5 advisory reps. IAPD ↗
70
BURKHOLDER WEALTH MANAGEMENT — grew from 4 to 6 advisory reps. IAPD ↗
70
BROWN | MILLER WEALTH MANAGEMENT, LLC — grew from 9 to 11 advisory reps. IAPD ↗
70
SWAN CAPITAL — grew from 4 to 6 advisory reps. IAPD ↗
70
STONECROP WEALTH ADVISORS, LLC — grew from 4 to 6 advisory reps. IAPD ↗
70
WASHINGTON AVENUE ADVISORS — grew from 7 to 9 advisory reps. IAPD ↗
70
BR WEALTH MANAGEMENT — grew from 3 to 5 advisory reps. IAPD ↗
70
STRAIT & SOUND — grew from 7 to 9 advisory reps. IAPD ↗
70
RISE ADVISORS, LLC — grew from 5 to 7 advisory reps. IAPD ↗
70
PACIFIC POINT ADVISORS, LLC — grew from 4 to 6 advisory reps. IAPD ↗
70
ELYSIUM WEALTH MANAGEMENT, LLC — grew from 8 to 10 advisory reps. IAPD ↗
70
LANDING POINT FINANCIAL GROUP — grew from 5 to 7 advisory reps. IAPD ↗
70
MOMENT PRIVATE WEALTH — grew from 4 to 6 advisory reps. IAPD ↗
70
REFRAME WEALTH, LLC — grew from 2 to 4 advisory reps. IAPD ↗
70
HERITAGE WEALTH MANAGEMENT, INC. — grew from 5 to 7 advisory reps. IAPD ↗
70
EQUITY WEALTH PARTNERS, LLC — grew from 4 to 6 advisory reps. IAPD ↗
70
VALTRION CAPITAL MANAGEMENT, LLC — grew from 4 to 6 advisory reps. IAPD ↗
70
UNIVERSAL FINANCIAL ADVISORS, LLC — grew from 6 to 8 advisory reps. IAPD ↗
70
BALLAST ROCK PRIVATE WEALTH — grew from 6 to 8 advisory reps. IAPD ↗
70
OPAL CAPITAL LLC — grew from 4 to 6 advisory reps. IAPD ↗
70
MEMBERS WEALTH LLC — grew from 4 to 6 advisory reps. IAPD ↗
70
EVEXIA WEALTH, LLC — grew from 6 to 8 advisory reps. IAPD ↗
70
VARRA FINANCIAL — grew from 5 to 7 advisory reps. IAPD ↗
70
CORNERSTONE ADVISORS LLC — grew from 5 to 7 advisory reps. IAPD ↗
70
55 NORTH PRIVATE WEALTH — grew from 5 to 7 advisory reps. IAPD ↗
70
LEGACY WEALTH ADVISORS, LLC — grew from 3 to 5 advisory reps. IAPD ↗
70
QUANTUM PORTFOLIO MANAGEMENT, LLC — grew from 4 to 6 advisory reps. IAPD ↗
70
SYKON CAPITAL LLC — grew from 4 to 6 advisory reps. IAPD ↗
70
CURIO WEALTH, LLC — grew from 7 to 9 advisory reps. IAPD ↗
70
IMPACT RETIREMENT ADVISORS — grew from 2 to 4 advisory reps. IAPD ↗
70
QTR FAMILY WEALTH, LLC — grew from 4 to 6 advisory reps. IAPD ↗
70
NIGHT SQUARED LP — grew from 9 to 11 advisory reps. IAPD ↗
70
PARADIGM INVESTMENT ADVISORY, LLC — grew from 6 to 8 advisory reps. IAPD ↗
70
WARNER WEALTH — grew from 5 to 7 advisory reps. IAPD ↗
70
SANDS CAPITAL HORIZONS, LLC — grew from 2 to 4 advisory reps. IAPD ↗
70
GREENSTONE BELT WEALTH ADVISORS, LLC — grew from 3 to 5 advisory reps. IAPD ↗
70
ASSET ONE WEALTH MANAGEMENT, LLC — grew from 7 to 9 advisory reps. IAPD ↗
70
SPIEGELMAN WEALTH MANAGEMENT, INC. — grew from 1 to 3 advisory reps. IAPD ↗
70
WASHINGTON PARK CAPITAL MANAGEMENT, LLC — grew from 1 to 3 advisory reps. IAPD ↗
70
CENTRAL WEALTH MANAGEMENT LLC — 's provisional registration is now fully approved. IAPD ↗
70
OLDFIELD WEALTH PARTNERS — 's provisional registration is now fully approved. IAPD ↗
70
ROCK CREEK WEALTH MANAGEMENT — 's provisional registration is now fully approved. IAPD ↗
70
LIFECAPITAL PARTNERS LLC — 's provisional registration is now fully approved. IAPD ↗
70
CARDONE WEALTH ADVISORS — 's provisional registration is now fully approved. IAPD ↗
70
ARAGON FAMILY OFFICE LLC — 's provisional registration is now fully approved. IAPD ↗
70
LANE FAMILY WEALTH MANAGEMENT — 's provisional registration is now fully approved. IAPD ↗
70
COLUCCI WEALTH MANAGEMENT LLC — 's provisional registration is now fully approved. IAPD ↗
70
NORTHERN EDGE WEALTH MANAGEMENT — 's provisional registration is now fully approved. IAPD ↗
70
COASTLINE COMPLETE WEALTH LLC — 's provisional registration is now fully approved. IAPD ↗
70
3ROOTS WEALTH PARTNERS LLC — 's provisional registration is now fully approved. IAPD ↗
70
LC VERO MANAGER — 's provisional registration is now fully approved. IAPD ↗
70
MUSAFFA LLC — 's provisional registration is now fully approved. IAPD ↗
70
DERRYRUSH WEALTH — 's provisional registration is now fully approved. IAPD ↗
70
ARX PRIVATE WEALTH — 's provisional registration is now fully approved. IAPD ↗
70
MARTINWRIGHT ADVISORY, LLC — 's provisional registration is now fully approved. IAPD ↗
70
SPRING STREET WEALTH — 's provisional registration is now fully approved. IAPD ↗
70
MAGELLAN PLANNING GROUP — 's provisional registration is now fully approved. IAPD ↗
70
MCKINNEY CAPITAL MANAGEMENT — 's provisional registration is now fully approved. IAPD ↗
70
ULTRA ADVISORY GROUP — 's provisional registration is now fully approved. IAPD ↗
70
FFO INVESTMENTS LLC — 's provisional registration is now fully approved. IAPD ↗
70
PEREON WEALTH LLC — 's provisional registration is now fully approved. IAPD ↗
70
A3 CAPITAL ADVISORS — 's provisional registration is now fully approved. IAPD ↗
70
NAVIANT PARTNERS, LLC — 's provisional registration is now fully approved. IAPD ↗
70
MILLER FINANCIAL SERVICES, INC. — 's provisional registration is now fully approved. IAPD ↗
70
NORTHILL AIMS, LLC — 's provisional registration is now fully approved. IAPD ↗
70
STEPHEN SMITH FINANCIAL INC. — 's provisional registration is now fully approved. IAPD ↗
70
HV CAPITAL MANAGEMENT — 's provisional registration is now fully approved. IAPD ↗
70
BLUE HERON CAPITAL — 's provisional registration is now fully approved. IAPD ↗
70
PIEDMONT PRIVATE WEALTH, LLC — 's provisional registration is now fully approved. IAPD ↗
70
GEVERS WEALTH MANAGEMENT — 's provisional registration is now fully approved. IAPD ↗
70
ADVANCED FINANCIAL STRATEGIES INC — reports 101-250 financial-planning clients, up from 1-10. IAPD ↗
70
JOHNSON WEALTH MANAGEMENT, LLC — reports 101-250 financial-planning clients, up from 1-10. IAPD ↗
70
MIGHTY OAK STRONG AMERICA INVESTMENT COMPANY — reports 51-100 financial-planning clients, up from 0. IAPD ↗
70
WEALTH ANALYTICS PARTNERS, LLC — reports 101-250 financial-planning clients, up from 1-10. IAPD ↗
70
HOEY INVESTMENTS, INC. — reports 251-500 financial-planning clients, up from 11-25. IAPD ↗
70
THE DALA GROUP, LLC — reports 251-500 financial-planning clients, up from 11-25. IAPD ↗
70
SIGNIFICANT WEALTH PARTNERS LLC — reports 251-500 financial-planning clients, up from 1-10. IAPD ↗
70
ENSPYRE WEALTH ADVISORS, INC. — reports 101-250 financial-planning clients, up from 0. IAPD ↗
70
ETHOS CAPITAL MANAGEMENT, INC. — reports 101-250 financial-planning clients, up from 0. IAPD ↗
70
GLASSY MOUNTAIN ADVISORS, INC. — reports 51-100 financial-planning clients, up from 0. IAPD ↗
70
KINGSMAN WEALTH MANAGEMENT INC. — reports 101-250 financial-planning clients, up from 0. IAPD ↗
70
GREYKASELL WEALTH STRATEGIES, INC. — reports 101-250 financial-planning clients, up from 1-10. IAPD ↗
70
SALUS FINANCIAL ADVISORS — reports 51-100 financial-planning clients, up from 0. IAPD ↗
70
MOR WEALTH MANAGEMENT, LLC — reports 51-100 financial-planning clients, up from 0. IAPD ↗
70
ALONGSIDE, LLC — reports 51-100 financial-planning clients, up from 0. IAPD ↗
70
OAKWORTH ASSET MANAGEMENT, LLC — reports 51-100 financial-planning clients, up from 0. IAPD ↗
70
PENDULUM WEALTH PARTNERS — reports 51-100 financial-planning clients, up from 0. IAPD ↗
70
GREENSTONE BELT WEALTH ADVISORS, LLC — reports 51-100 financial-planning clients, up from 0. IAPD ↗
70
3ROOTS WEALTH PARTNERS LLC — reports 101-250 financial-planning clients, up from 0. IAPD ↗
70
MILLER FINANCIAL SERVICES, INC. — reports 101-250 financial-planning clients, up from 0. IAPD ↗
69
PECONIC PARTNERS LLC — reported RAUM up 49% ($1.84B -> $2.75B). IAPD ↗
69
ALLSTATE FINANCIAL ADVISORS, LLC — reported RAUM up 74% ($82.0M -> $142.4M). IAPD ↗
69
ASPEN INVESTMENT MANAGEMENT INC. — reported RAUM up 58% ($285.7M -> $452.5M). IAPD ↗
69
CAUSEWAY CAPITAL MANAGEMENT LLC — reported RAUM up 46% ($42.66B -> $62.24B). IAPD ↗
69
SAX WEALTH ADVISORS, LLC — reported RAUM up 47% ($2.44B -> $3.60B). IAPD ↗
69
VERSANT CAPITAL MANAGEMENT, INC. — reported RAUM up 46% ($1.24B -> $1.81B). IAPD ↗
69
KEY INVESTMENT SERVICES LLC — reported RAUM up 45% ($6.11B -> $8.88B). IAPD ↗
69
ACP CAPITAL MANAGEMENT, LLC — reported RAUM up 56% ($230.4M -> $360.3M). IAPD ↗
69
GBM WEALTH MANAGEMENT, INC. — reported RAUM up 59% ($217.7M -> $346.4M). IAPD ↗
69
FORTUNE FINANCIAL ADVISORS, LLC — reported RAUM up 59% ($202.4M -> $322.6M). IAPD ↗
69
INSIGHT STRATEGIC WEALTH LLC — reported RAUM up 56% ($256.9M -> $401.0M). IAPD ↗
69
ASHTON THOMAS PRIVATE WEALTH — reported RAUM up 48% ($4.05B -> $6.01B). IAPD ↗
69
PARSONEX ADVISORY SERVICES, INC. — reported RAUM up 55% ($174.8M -> $271.3M). IAPD ↗
69
MCGUIRE CAPITAL ADVISORS, INC. — reported RAUM up 73% ($116.1M -> $200.8M). IAPD ↗
69
VALUE INVESTMENT PROFESSIONALS, LLC — reported RAUM up 74% ($141.9M -> $246.7M). IAPD ↗
69
ELM WEALTH — reported RAUM up 49% ($2.02B -> $3.02B). IAPD ↗
69
OCEANIQ CAPITAL, LLC — reported RAUM up 57% ($212.4M -> $334.2M). IAPD ↗
69
OAKTREE ADVISORS LLC — reported RAUM up 58% ($179.3M -> $282.8M). IAPD ↗
69
JIM SAULNIER & ASSOCIATES, LLC — reported RAUM up 59% ($180.0M -> $286.4M). IAPD ↗
69
WALSER WEALTH MANAGEMENT COMPANY, A LIMITED LIABILITY COMPANY — reported RAUM up 56% ($220.3M -> $344.1M). IAPD ↗
69
CYNOSURE GROUP, LLC — reported RAUM up 50% ($6.57B -> $9.85B). IAPD ↗
69
GUERRA WEALTH ADVISORS — reported RAUM up 56% ($260.0M -> $406.2M). IAPD ↗
69
STANCE CAPITAL LLC — reported RAUM up 55% ($228.4M -> $354.2M). IAPD ↗
69
EVOLUTION WEALTH ADVISORS, LLC — reported RAUM up 49% ($1.31B -> $1.96B). IAPD ↗
69
DELTA ACCUMULATION, LLC — reported RAUM up 58% ($210.0M -> $332.1M). IAPD ↗
69
ALERA INVESTMENT ADVISORS, LLC — reported RAUM up 48% ($3.57B -> $5.29B). IAPD ↗
69
ROSSMORE PRIVATE CAPITAL, LLC — reported RAUM up 46% ($1.32B -> $1.92B). IAPD ↗
69
APOLLON WEALTH MANAGEMENT, LLC — reported RAUM up 50% ($7.72B -> $11.56B). IAPD ↗
69
COLTER LEWIS INVESTMENT PARTNERS, LLC — reported RAUM up 47% ($2.32B -> $3.41B). IAPD ↗
69
ACCURATE WEALTH MANAGEMENT, LLC — reported RAUM up 49% ($1.15B -> $1.71B). IAPD ↗
69
AMERICANA PARTNERS, LLC — reported RAUM up 50% ($6.08B -> $9.10B). IAPD ↗
69
FIDELITY INSTITUTIONAL WEALTH ADVISER LLC — reported RAUM up 45% ($6.47B -> $9.38B). IAPD ↗
69
RESOLUTE CAPITAL, LLC — reported RAUM up 59% ($188.7M -> $300.8M). IAPD ↗
69
CLOUD CAPITAL MANAGEMENT — reported RAUM up 58% ($189.9M -> $300.2M). IAPD ↗
69
MAREN CAPITAL — reported RAUM up 49% ($1.40B -> $2.08B). IAPD ↗
69
STEWARD ADVISORS GROUP, LLC — reported RAUM up 72% ($61.4M -> $105.4M). IAPD ↗
69
SYON CAPITAL LLC — reported RAUM up 49% ($2.93B -> $4.38B). IAPD ↗
69
FAMILY WEALTH PLANNING PARTNERS — reported RAUM up 57% ($202.3M -> $317.4M). IAPD ↗
69
WEST INVEST — reported RAUM up 57% ($193.6M -> $304.5M). IAPD ↗
69
TREND TRADE PRO, LLC — reported RAUM up 56% ($191.0M -> $298.3M). IAPD ↗
69
LYNK CAPITAL MANAGEMENT COMPANY, LLC — reported RAUM up 60% ($225.2M -> $359.6M). IAPD ↗
69
CASTLE ROCK ADVISORS LLC — reported RAUM up 49% ($1.59B -> $2.38B). IAPD ↗
69
SUPREME ALLIANCE LLC — grew from 11 to 15 advisory reps. IAPD ↗
69
FLORIAN FINANCIAL GROUP LLC — grew from 1 to 5 advisory reps. IAPD ↗
69
QUEST 10 WEALTH BUILDERS, INC. — grew from 4 to 8 advisory reps. IAPD ↗
69
SIMPLYRIA ADVISOR NETWORK — grew from 20 to 24 advisory reps. IAPD ↗
69
DUTCH ASSET CORPORATION — grew from 4 to 8 advisory reps. IAPD ↗
69
FOUR POINTS ADVISORS, LLC — grew from 7 to 11 advisory reps. IAPD ↗
69
SIMMONS CAPITAL GROUP — grew from 4 to 8 advisory reps. IAPD ↗
69
BRASIL PLURAL INVESTMENT ADVISOR LLC — grew from 10 to 14 advisory reps. IAPD ↗
69
J.M. ARBOUR, LLC — grew from 6 to 10 advisory reps. IAPD ↗
69
THE WEALTH BOUTIQUE — grew from 7 to 11 advisory reps. IAPD ↗
69
ICW HOLDINGS, LLC — grew from 1 to 5 advisory reps. IAPD ↗
69
ALIANZA CORP. INVESTMENT ADVISOR — grew from 1 to 5 advisory reps. IAPD ↗
69
TOTAL WEALTH SERVICES, LLC — grew from 2 to 6 advisory reps. IAPD ↗
69
MARTINWRIGHT ADVISORY, LLC — grew from 1 to 5 advisory reps. IAPD ↗
69
INVESTMENT CONSULTING GROUP INC — reports 101-250 financial-planning clients, up from 11-25. IAPD ↗
69
PROVIDENT INVESTMENT MANAGEMENT, INC. — reports 26-50 financial-planning clients, up from 0. IAPD ↗
69
GUIDED CHOICE ASSET MANAGEMENT, INC. — reports More than 500 financial-planning clients, up from 51-100. IAPD ↗
69
REBALANCE LLC — reports 251-500 financial-planning clients, up from 26-50. IAPD ↗
69
L2 ASSET MANAGEMENT, LLC — reports 51-100 financial-planning clients, up from 1-10. IAPD ↗
69
WORLD INVESTMENT ADVISORS, LLC — reports 101-250 financial-planning clients, up from 11-25. IAPD ↗
69
PARKWAY WEALTH MANAGEMENT GROUP, LLC — reports 26-50 financial-planning clients, up from 0. IAPD ↗
68
VOYA FINANCIAL ADVISORS, INC. — reported RAUM up 41% ($2.74B -> $3.87B). IAPD ↗
68
CITIZENS SECURITIES, INC. — reported RAUM up 40% ($9.19B -> $12.87B). IAPD ↗
68
CAMBRIDGE ASSOCIATES LIMITED, LLC — reported RAUM up 42% ($5.77B -> $8.20B). IAPD ↗
68
ATLAS CAPITAL MANAGEMENT CORP — reported RAUM up 55% ($562.6M -> $869.8M). IAPD ↗
68
FIDUCIENT ADVISORS LLC — reported RAUM up 44% ($67.64B -> $97.54B). IAPD ↗
68
WINDWARD CAPITAL MANAGEMENT CO — reported RAUM up 40% ($1.33B -> $1.86B). IAPD ↗
68
COLBERT INVESTMENT MANAGEMENT CO — reported RAUM up 54% ($191.5M -> $295.8M). IAPD ↗
68
WILLIAMS CAPITAL MANAGEMENT COMPANY — reported RAUM up 66% ($136.1M -> $225.6M). IAPD ↗
68
PKS INVESTMENT ADVISORS LLC — reported RAUM up 51% ($242.4M -> $367.2M). IAPD ↗
68
PEAK INVESTMENT ADVISORS, INC. — reported RAUM up 68% ($139.6M -> $234.6M). IAPD ↗
68
COLRAIN CAPITAL LLC — reported RAUM up 67% ($132.8M -> $222.2M). IAPD ↗
68
ANTOLINO WEALTH ADVISORS — reported RAUM up 40% ($1.01B -> $1.42B). IAPD ↗
68
ROBLE, BELKO AND COMPANY, INC. — reported RAUM up 44% ($1.08B -> $1.55B). IAPD ↗
68
BUSEY CAPITAL MANAGEMENT, INC. — reported RAUM up 52% ($324.7M -> $493.8M). IAPD ↗
68
FOREST HILL CAPITAL, LLC — reported RAUM up 70% ($146.7M -> $248.8M). IAPD ↗
68
MCF ADVISORS, LLC — reported RAUM up 41% ($3.33B -> $4.68B). IAPD ↗
68
PINNACLE PENSION CONSULTANTS LLC — reported RAUM up 43% ($1.52B -> $2.17B). IAPD ↗
68
UNITED CAPITAL FINANCIAL ADVISORS — reported RAUM up 43% ($17.21B -> $24.65B). IAPD ↗
68
COMPOSITION WEALTH, LLC — reported RAUM up 41% ($6.71B -> $9.47B). IAPD ↗
68
FORT POINT CAPITAL PARTNERS LLC — reported RAUM up 45% ($2.00B -> $2.89B). IAPD ↗
68
MERCER GLOBAL ADVISORS INC. — reported RAUM up 40% ($60.26B -> $84.40B). IAPD ↗
68
AMERICAN COMMUNITY WEALTH MANAGEMENT, LLC — reported RAUM up 69% ($115.9M -> $195.4M). IAPD ↗
68
SOLTIS INVESTMENT ADVISORS, LLC — reported RAUM up 44% ($8.35B -> $12.04B). IAPD ↗
68
ALETHEA CAPITAL MANAGEMENT, LLC — reported RAUM up 54% ($196.1M -> $302.6M). IAPD ↗
68
VALIANT CAPITAL MANAGEMENT, L.P. — reported RAUM up 40% ($2.73B -> $3.83B). IAPD ↗
68
PERINI CAPITAL — reported RAUM up 52% ($217.4M -> $329.8M). IAPD ↗
68
AXXCESS WEALTH MANAGEMENT, LLC — reported RAUM up 40% ($6.33B -> $8.88B). IAPD ↗
68
VERNAL POINT ADVISORS, LLC — reported RAUM up 44% ($2.74B -> $3.94B). IAPD ↗
68
APTUS CAPITAL ADVISORS, LLC — reported RAUM up 43% ($9.86B -> $14.14B). IAPD ↗
68
MISSIONPOINT PARTNERS LLC — reported RAUM up 55% ($250.0M -> $386.9M). IAPD ↗
68
FOUNDATIONS INVESTMENT ADVISORS LLC — reported RAUM up 41% ($7.18B -> $10.10B). IAPD ↗
68
INTRUA FINANCIAL — reported RAUM up 44% ($1.21B -> $1.75B). IAPD ↗
68
INSIGNEO ADVISORY SERVICES, LLC — reported RAUM up 43% ($3.61B -> $5.16B). IAPD ↗
68
ONEASCENT INVESTMENT SOLUTIONS, LLC — reported RAUM up 54% ($639.8M -> $987.2M). IAPD ↗
68
ABOUND WEALTH MANAGEMENT, LLC — reported RAUM up 40% ($1.39B -> $1.95B). IAPD ↗
68
SHADE TREE ADVISORS LLC — reported RAUM up 42% ($1.03B -> $1.45B). IAPD ↗
68
ROCKEFELLER CAPITAL MANAGEMENT — reported RAUM up 42% ($70.03B -> $99.60B). IAPD ↗
68
INTELLIGENT WEALTH SOLUTIONS LLC — reported RAUM up 52% ($632.4M -> $961.0M). IAPD ↗
68
POINT OLEMA CAPITAL PARTNERS, L.P. — reported RAUM up 42% ($2.04B -> $2.91B). IAPD ↗
68
BRIGHTREE WEALTH MANAGEMENT, LLC — reported RAUM up 66% ($108.0M -> $179.0M). IAPD ↗
68
KATHMERE CAPITAL MANAGEMENT, LLC — reported RAUM up 41% ($2.47B -> $3.48B). IAPD ↗
68
ATHOS PRIVATE WEALTH LLC — reported RAUM up 52% ($176.7M -> $268.5M). IAPD ↗
68
CHAPEL BRIDGE WEALTH ADVISORS — reported RAUM up 50% ($182.1M -> $273.6M). IAPD ↗
68
MILLER AVENUE ADVISORS LLC — reported RAUM up 51% ($186.5M -> $281.2M). IAPD ↗
68
THE LEWIS FINANCIAL GROUP — reported RAUM up 54% ($313.9M -> $482.4M). IAPD ↗
68
GDS WEALTH MANAGEMENT — reported RAUM up 41% ($1.28B -> $1.81B). IAPD ↗
68
ALLOCATE MANAGEMENT COMPANY, LLC — reported RAUM up 40% ($2.14B -> $3.00B). IAPD ↗
68
ASCEND INTERPLAY, LLC — reported RAUM up 54% ($253.5M -> $390.2M). IAPD ↗
68
CIBEST CAPITAL ADVISORY SERVICES LLC — reported RAUM up 54% ($243.4M -> $374.8M). IAPD ↗
68
GAMBIT CAPITAL MANAGEMENT, LLC — reported RAUM up 65% ($101.3M -> $167.5M). IAPD ↗
68
MCKINLEY ALASKA PRIVATE INVESTMENTS, LLC — reported RAUM up 67% ($123.6M -> $206.2M). IAPD ↗
68
RITTER DANIHER FINANCIAL ADVISORY LLC — reported RAUM up 55% ($605.9M -> $936.5M). IAPD ↗
68
FORTHRIGHT CAPITAL — reported RAUM up 66% ($65.0M -> $107.7M). IAPD ↗
68
DIVERSIFY ADVISORY SERVICES, LLC — reported RAUM up 45% ($3.21B -> $4.65B). IAPD ↗
68
GENESIS FINANCIAL GROUP, LLC — reported RAUM up 68% ($102.0M -> $171.3M). IAPD ↗
68
DELARME WEALTH MANAGEMENT, INC. — reported RAUM up 51% ($169.5M -> $256.5M). IAPD ↗
68
MINDORO CAPITAL PARTNERS LLC — reported RAUM up 69% ($134.3M -> $226.4M). IAPD ↗
68
210 FINANCIAL — reported RAUM up 67% ($145.1M -> $242.8M). IAPD ↗
68
SOVRAN ADVISORS, LLC — reported RAUM up 43% ($1.31B -> $1.87B). IAPD ↗
68
KAI WEALTH LLC — reported RAUM up 54% ($174.6M -> $269.2M). IAPD ↗
68
PCM ENCORE, LLC — reported RAUM up 41% ($1.24B -> $1.74B). IAPD ↗
68
RMR WEALTH MANAGEMENT — grew from 4 to 7 advisory reps. IAPD ↗
68
TREASURE COAST FINANCIAL PLANNING, INC. — grew from 2 to 5 advisory reps. IAPD ↗
68
PARADY WEALTH MANAGEMENT — grew from 2 to 5 advisory reps. IAPD ↗
68
CENTENNIAL ADVISORS, LLC — grew from 6 to 9 advisory reps. IAPD ↗
68
CAPITAL ADVISOR NETWORK — grew from 6 to 9 advisory reps. IAPD ↗
68
QUILITY FINANCIAL ADVISORS — grew from 10 to 13 advisory reps. IAPD ↗
68
DRIVEN INVESTMENTS LLC — grew from 5 to 8 advisory reps. IAPD ↗
68
ADDITION WEALTH — grew from 10 to 13 advisory reps. IAPD ↗
68
FUNDIFY ADVISORS LLC — grew from 3 to 6 advisory reps. IAPD ↗
68
TSG ALPHA PARTNERS, LLC — grew from 6 to 9 advisory reps. IAPD ↗
68
LUMIDA WEALTH MANAGEMENT LLC — grew from 1 to 4 advisory reps. IAPD ↗
68
LITTLE RIVER CAPITAL PARTNERS, LP — grew from 4 to 7 advisory reps. IAPD ↗
68
DACHTLER WEALTH ADVISORS, LLC — grew from 1 to 4 advisory reps. IAPD ↗
68
BZ WEALTH ADVISORS, LLC — grew from 3 to 6 advisory reps. IAPD ↗
67
W&S BROKERAGE SERVICES, INC. — reported RAUM up 46% ($175.8M -> $257.2M). IAPD ↗
67
PRIMERICA ADVISORS — reported RAUM up 39% ($11.16B -> $15.54B). IAPD ↗
67
JPMORGAN ALTERNATIVE ASSET MANAGEMENT — reported RAUM up 36% ($21.80B -> $29.73B). IAPD ↗
67
HANCOCK WHITNEY INVESTMENT SERVICES INC. — reported RAUM up 45% ($210.6M -> $306.1M). IAPD ↗
67
JANUS HENDERSON INVESTORS — reported RAUM up 39% ($274.67B -> $380.43B). IAPD ↗
67
EVERGREEN CAPITAL MANAGEMENT LLC — reported RAUM up 38% ($5.22B -> $7.19B). IAPD ↗
67
CREATIVE PLANNING — reported RAUM up 36% ($217.40B -> $295.57B). IAPD ↗
67
CLEARSTEAD; CLEARSTEAD ADVISORY SOLUTIONS — reported RAUM up 39% ($24.29B -> $33.88B). IAPD ↗
67
BNY MELLON ADVISORS, INC. — reported RAUM up 40% ($23.96B -> $33.48B). IAPD ↗
67
MEEDER ADVISORY SERVICES, INC. — reported RAUM up 37% ($2.09B -> $2.86B). IAPD ↗
67
PEKIN HARDY STRAUSS, INC. — reported RAUM up 36% ($1.14B -> $1.55B). IAPD ↗
67
ASCENSION CAPITAL ADVISORS, INC. — reported RAUM up 48% ($634.3M -> $938.5M). IAPD ↗
67
BROOKFIELD PUBLIC SECURITIES GROUP LLC — reported RAUM up 38% ($48.29B -> $66.46B). IAPD ↗
67
APERIO GROUP, LLC — reported RAUM up 37% ($111.41B -> $152.13B). IAPD ↗
67
MISSION WEALTH MANAGEMENT, LP — reported RAUM up 39% ($10.02B -> $13.91B). IAPD ↗
67
SEQUOIA FINANCIAL GROUP, L.L.C. — reported RAUM up 40% ($23.03B -> $32.24B). IAPD ↗
67
MACRO ADVISORS, INC. — reported RAUM up 46% ($253.3M -> $370.9M). IAPD ↗
67
BEACON POINTE ADVISORS, LLC — reported RAUM up 38% ($39.84B -> $54.87B). IAPD ↗
67
PATTON WEALTH ADVISORS — reported RAUM up 46% ($671.1M -> $977.2M). IAPD ↗
67
INTERNATIONAL ASSET MANAGEMENT — reported RAUM up 63% ($106.0M -> $173.1M). IAPD ↗
67
J. SAFRA ASSET MANAGEMENT CORPORATION — reported RAUM up 36% ($4.60B -> $6.26B). IAPD ↗
67
CLIFFWATER LLC — reported RAUM up 38% ($35.09B -> $48.51B). IAPD ↗
67
CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC. — reported RAUM up 35% ($102.41B -> $138.69B). IAPD ↗
67
LARSON FINANCIAL GROUP, LLC — reported RAUM up 36% ($4.03B -> $5.48B). IAPD ↗
67
CYPRESS POINT WEALTH MANAGEMENT, LLC — reported RAUM up 37% ($1.07B -> $1.47B). IAPD ↗
67
MCALVANY WEALTH MANAGEMENT, LLC — reported RAUM up 64% ($137.1M -> $224.2M). IAPD ↗
67
ITAU USA ASSET MANAGEMENT — reported RAUM up 39% ($6.65B -> $9.27B). IAPD ↗
67
ALPHASTAR CAPITAL MANAGEMENT — reported RAUM up 36% ($1.84B -> $2.50B). IAPD ↗
67
CANTOR FITZGERALD INVESTMENT ADVISORS — reported RAUM up 36% ($2.38B -> $3.24B). IAPD ↗
67
SILVERLAKE WEALTH MANAGEMENT LLC — reported RAUM up 48% ($572.7M -> $849.1M). IAPD ↗
67
HOOD RIVER CAPITAL MANAGEMENT LLC — reported RAUM up 38% ($6.86B -> $9.45B). IAPD ↗
67
INFRASTRUCTURE CAPITAL ADVISORS, LLC — reported RAUM up 38% ($2.64B -> $3.64B). IAPD ↗
67
SOFI WEALTH LLC — reported RAUM up 39% ($1.48B -> $2.05B). IAPD ↗
67
FISCAL WISDOM WEALTH MANAGEMENT LLC — reported RAUM up 49% ($259.8M -> $386.0M). IAPD ↗
67
ALLUVIAL CAPITAL MANAGEMENT, LLC — reported RAUM up 64% ($105.2M -> $172.6M). IAPD ↗
67
CRESTA ADVISORS — reported RAUM up 47% ($533.1M -> $786.0M). IAPD ↗
67
GOVERNMENT PORTFOLIO ADVISORS LLC — reported RAUM up 35% ($25.90B -> $35.09B). IAPD ↗
67
WEALTHCARE ADVISORY PARTNERS LLC — reported RAUM up 38% ($6.02B -> $8.29B). IAPD ↗
67
INSPIRE INVESTING, LLC — reported RAUM up 39% ($2.86B -> $3.96B). IAPD ↗
67
ABBINGTON INVESTMENT GROUP, LLC — reported RAUM up 64% ($122.9M -> $202.1M). IAPD ↗
67
1900 WEALTH — reported RAUM up 35% ($2.27B -> $3.07B). IAPD ↗
67
TRUE LINK FINANCIAL ADVISORS — reported RAUM up 40% ($1.35B -> $1.89B). IAPD ↗
67
WESTERN WEALTH MANAGEMENT LLC — reported RAUM up 36% ($3.94B -> $5.36B). IAPD ↗
67
WADDELL & ASSOCIATES, LLC — reported RAUM up 40% ($1.70B -> $2.38B). IAPD ↗
67
ONEASCENT FINANCIAL SERVICES LLC — reported RAUM up 36% ($2.61B -> $3.54B). IAPD ↗
67
AZTLAN EQUITY MANAGEMENT, LLC — reported RAUM up 46% ($582.9M -> $851.1M). IAPD ↗
67
BALLINA CAPITAL, LLC — reported RAUM up 48% ($329.4M -> $486.3M). IAPD ↗
67
INNOVIA WEALTH, LLC — reported RAUM up 35% ($2.43B -> $3.29B). IAPD ↗
67
BRINDLE & BAY FINANCIAL ADVISORS, LLC — reported RAUM up 62% ($114.2M -> $184.8M). IAPD ↗
67
RETIREMITTEN FINANCIAL LLC — reported RAUM up 63% ($130.9M -> $213.8M). IAPD ↗
67
STOKES FAMILY OFFICE LLC — reported RAUM up 35% ($2.48B -> $3.35B). IAPD ↗
67
BURKHOLDER WEALTH MANAGEMENT — reported RAUM up 49% ($255.1M -> $379.9M). IAPD ↗
67
ONYX BRIDGE WEALTH GROUP LLC — reported RAUM up 37% ($1.00B -> $1.37B). IAPD ↗
67
CORNERSTONE PLANNING GROUP — reported RAUM up 46% ($650.0M -> $951.8M). IAPD ↗
67
DALTON INVESTMENTS, INC. — reported RAUM up 39% ($4.11B -> $5.72B). IAPD ↗
67
STARK WEALTH MANAGEMENT LLC — reported RAUM up 48% ($176.9M -> $262.5M). IAPD ↗
67
ALTURA WEALTH ADVISORS INC. — reported RAUM up 48% ($169.0M -> $250.1M). IAPD ↗
67
WMK INVESTMENT PARTNERS — reported RAUM up 63% ($129.3M -> $211.0M). IAPD ↗
67
CARBON COLLECTIVE INVESTING, LLC — reported RAUM up 50% ($232.6M -> $348.4M). IAPD ↗
67
THRIVE RETIREMENT SPECIALISTS — reported RAUM up 45% ($209.5M -> $303.9M). IAPD ↗
67
WEATHERVANE ASSET MANAGEMENT LLC — reported RAUM up 48% ($260.3M -> $384.1M). IAPD ↗
67
CABIN ADVISORS, LLC — reported RAUM up 65% ($133.6M -> $220.2M). IAPD ↗
67
HAMILTON CAPITAL PARTNERS, LLC — reported RAUM up 47% ($301.2M -> $444.0M). IAPD ↗
67
ELEVATION WEALTH MANAGEMENT — reported RAUM up 48% ($175.4M -> $259.2M). IAPD ↗
67
BELZBERG & CO. — reported RAUM up 37% ($1.70B -> $2.33B). IAPD ↗
67
PRIVATE WEALTH ASSET MANAGEMENT — reported RAUM up 36% ($1.85B -> $2.52B). IAPD ↗
67
ENTREWEALTH — reported RAUM up 47% ($222.6M -> $326.3M). IAPD ↗
67
SCRATCH CAPITAL — reported RAUM up 63% ($141.2M -> $230.1M). IAPD ↗
67
ALPHA ZERO LLC — reported RAUM up 47% ($183.2M -> $269.8M). IAPD ↗
67
FIDELIS CAPITAL — reported RAUM up 38% ($1.66B -> $2.28B). IAPD ↗
67
DECISIONMAP WEALTH MANAGEMENT, LLC — reported RAUM up 50% ($242.5M -> $363.4M). IAPD ↗
67
CARRERA CAPITAL ADVISORS — reported RAUM up 50% ($647.7M -> $968.7M). IAPD ↗
67
ARGENTARII, LLC — reported RAUM up 47% ($293.8M -> $431.9M). IAPD ↗
67
QUANTOR CAPITAL LLC — reported RAUM up 61% ($109.3M -> $176.4M). IAPD ↗
67
CEDRUS WEALTH GROUP — reported RAUM up 60% ($136.0M -> $217.8M). IAPD ↗
67
NATIONWIDE SECURITIES, LLC — grew from 5 to 7 advisory reps. IAPD ↗
67
FINANCIAL MANAGEMENT, INC. — grew from 3 to 5 advisory reps. IAPD ↗
67
PRIVATE ASSET MANAGEMENT INC — grew from 2 to 4 advisory reps. IAPD ↗
67
MILLER, GESKO & COMPANY INC. — grew from 3 to 5 advisory reps. IAPD ↗
67
CONTEGO CAPITAL GROUP, INC. — grew from 6 to 8 advisory reps. IAPD ↗
67
TSAI CAPITAL CORPORATION — grew from 1 to 3 advisory reps. IAPD ↗
67
ADVANCED ADVISOR GROUP, LLC — grew from 9 to 11 advisory reps. IAPD ↗
67
PROVIDENCE FINANCIAL AND INSURANCES, INC. — grew from 4 to 6 advisory reps. IAPD ↗
67
FORTRESS FINANCIAL SOLUTIONS, LLC — grew from 6 to 8 advisory reps. IAPD ↗
67
WISDOM FINANCIAL PLANNING — grew from 1 to 3 advisory reps. IAPD ↗
67
DRAPER ASSET MANAGEMENT, LLC — grew from 4 to 6 advisory reps. IAPD ↗
67
ASCENDOR WEALTH, LLC — grew from 5 to 7 advisory reps. IAPD ↗
67
LAIDLAW WEALTH MANAGEMENT LLC — grew from 3 to 5 advisory reps. IAPD ↗
67
ALPHA WEALTH FUNDS, LLC — grew from 7 to 9 advisory reps. IAPD ↗
67
BAUMAN WEALTH ADVISORS — grew from 6 to 8 advisory reps. IAPD ↗
67
FINANCIAL AVENUES — grew from 2 to 4 advisory reps. IAPD ↗
67
SHADOWRIDGE ASSET MANAGEMENT, LLC — grew from 5 to 7 advisory reps. IAPD ↗
67
OPAL ADVISORS — grew from 3 to 5 advisory reps. IAPD ↗
67
WEALTH TEAMS ALLIANCE — grew from 10 to 12 advisory reps. IAPD ↗
67
REVERE WEALTH MANAGEMENT LLC — grew from 5 to 7 advisory reps. IAPD ↗
67
BAYNTREE WEALTH ADVISORS, LLC — grew from 4 to 6 advisory reps. IAPD ↗
67
PINNACLE WEALTH MANAGEMENT GROUP, INC. — grew from 2 to 4 advisory reps. IAPD ↗
67
PROSPERITEA PLANNING — grew from 2 to 4 advisory reps. IAPD ↗
67
BRIGHTPLAN LLC — grew from 7 to 9 advisory reps. IAPD ↗
67
DAVIS WEALTH ADVISORS — grew from 3 to 5 advisory reps. IAPD ↗
67
LONE PEAK ADVISERS — grew from 6 to 8 advisory reps. IAPD ↗
67
DELOS CAPITAL ADVISORS — grew from 4 to 6 advisory reps. IAPD ↗
67
PLANROCK WEALTH STRATEGIES, LLC — grew from 4 to 6 advisory reps. IAPD ↗
67
EVOLUTION WEALTH MANAGEMENT INC. — grew from 2 to 4 advisory reps. IAPD ↗
67
KEYSTONE FINANCIAL SERVICES, LLC — grew from 5 to 7 advisory reps. IAPD ↗
67
GLOBAL INVESTMENT ADVISORY — grew from 3 to 5 advisory reps. IAPD ↗
67
DIAMOND CLIENT GROUP, LLC — grew from 9 to 11 advisory reps. IAPD ↗
67
DIRECTIONAL ADVISORS — grew from 1 to 3 advisory reps. IAPD ↗
67
FITZWILLIAMS WEALTH MANAGEMENT INC. — grew from 4 to 6 advisory reps. IAPD ↗
67
KIRK CAPITAL ADVISORS LLC — grew from 2 to 4 advisory reps. IAPD ↗
67
OAC CAPITAL ADVISORS LLC — grew from 2 to 4 advisory reps. IAPD ↗
67
GAMBIT CAPITAL MANAGEMENT, LLC — grew from 4 to 6 advisory reps. IAPD ↗
67
BURGESS INVESTMENT GROUP, LLC — grew from 5 to 7 advisory reps. IAPD ↗
67
AMERICAN EXPATS IN EUROPE LTD. — grew from 1 to 3 advisory reps. IAPD ↗
67
STEWARD ADVISORS GROUP, LLC — grew from 6 to 8 advisory reps. IAPD ↗
67
INDEX TECHNOLOGIES GROUP LLC — grew from 4 to 6 advisory reps. IAPD ↗
67
AZURA PARTNERS US LLC — grew from 4 to 6 advisory reps. IAPD ↗
67
INNOVATIVE FAMILY OFFICE LLC — grew from 6 to 8 advisory reps. IAPD ↗
67
RDG CAPITAL MANAGEMENT LLC — grew from 1 to 3 advisory reps. IAPD ↗
67
FCIG WEALTH MANAGEMENT, LLC — grew from 2 to 4 advisory reps. IAPD ↗
67
EXPRESSIVE WEALTH LLC — grew from 7 to 9 advisory reps. IAPD ↗
67
BLUE BEAR FINANCIAL, LLC — grew from 1 to 3 advisory reps. IAPD ↗
67
OXFORD WEALTH MANAGEMENT — grew from 1 to 3 advisory reps. IAPD ↗
67
CATOCTIN RIDGE WEALTH PARTNER — grew from 2 to 4 advisory reps. IAPD ↗
67
STRIVE FINANCIAL GROUP, LLC — grew from 6 to 8 advisory reps. IAPD ↗
67
JET WEALTH ADVISORS — grew from 4 to 6 advisory reps. IAPD ↗
67
STORGATE, LLC — grew from 2 to 4 advisory reps. IAPD ↗
67
SLEDGE AND COMPANY WEALTH ADVISORS — grew from 2 to 4 advisory reps. IAPD ↗
67
TUTTLE WEALTH PARTNERS LLC — grew from 1 to 3 advisory reps. IAPD ↗
67
WALL CAPITAL GROUP, INC. — reports 101-250 financial-planning clients, up from 11-25. IAPD ↗
67
STERLING CAPITAL MANAGEMENT INC — reports 101-250 financial-planning clients, up from 11-25. IAPD ↗
67
CLIENTFIRST WEALTH MANAGEMENT, LLC — reports 51-100 financial-planning clients, up from 1-10. IAPD ↗
67
OMNI 360 WEALTH, INC. — reports 101-250 financial-planning clients, up from 11-25. IAPD ↗
67
BUTTONWOOD FINANCIAL ADVISORS, INC. — reports 51-100 financial-planning clients, up from 1-10. IAPD ↗
67
VALPEY FINANCIAL SERVICES LLC — reports 101-250 financial-planning clients, up from 1-10. IAPD ↗
67
MANSKE WEALTH MANAGEMENT, LLC — reports 101-250 financial-planning clients, up from 11-25. IAPD ↗
67
REVALUE LLC — reports 251-500 financial-planning clients, up from 11-25. IAPD ↗
67
SECURE FINANCIAL MANAGEMENT — reports More than 500 financial-planning clients, up from 51-100. IAPD ↗
67
WRENNE FINANCIAL PLANNING LLC — reports 251-500 financial-planning clients, up from 26-50. IAPD ↗
67
GRANITE HARBOR ADVISORS, INC. — reports 51-100 financial-planning clients, up from 1-10. IAPD ↗
67
WEALTHCOLLAB — reports 51-100 financial-planning clients, up from 1-10. IAPD ↗
67
COMPTON WEALTH ADVISORY GROUP, LLC — reports 51-100 financial-planning clients, up from 1-10. IAPD ↗
67
17 CAPITAL PARTNERS, LLC — reports 101-250 financial-planning clients, up from 1-10. IAPD ↗
67
ATLAS PRIVATE WEALTH ADVISORS — reports 26-50 financial-planning clients, up from 0. IAPD ↗
67
GOODMAN ADVISORY GROUP, LLC — reports 101-250 financial-planning clients, up from 11-25. IAPD ↗
67
BRICKLEY WEALTH MANAGEMENT — reports 26-50 financial-planning clients, up from 0. IAPD ↗
67
MARTHA'S VINEYARD INVESTMENT ADVISORS, LLC — reports 26-50 financial-planning clients, up from 0. IAPD ↗
67
MAINSTREAM CAPITAL MANAGEMENT — reports 101-250 financial-planning clients, up from 1-10. IAPD ↗
67
PEARL WEALTH LLC — reports 101-250 financial-planning clients, up from 1-10. IAPD ↗
67
CLIENT FIRST CAPITAL, LLC — reports 51-100 financial-planning clients, up from 1-10. IAPD ↗
67
NEWBORE WEALTH MANAGEMENT, INC. — reports 51-100 financial-planning clients, up from 0. IAPD ↗
67
FINANCIAL ADVISORY PARTNERS, LLC — reports 51-100 financial-planning clients, up from 1-10. IAPD ↗
67
HARBOR HILLS FINANCIAL ADVISORS — reports 101-250 financial-planning clients, up from 1-10. IAPD ↗
67
COUNTERWEIGHT PRIVATE WEALTH — reports 51-100 financial-planning clients, up from 0. IAPD ↗
67
POMONA WEALTH MANAGEMENT, LLC — reports 26-50 financial-planning clients, up from 0. IAPD ↗
67
OUTRUNNER CAPITAL, LLC — reports 26-50 financial-planning clients, up from 0. IAPD ↗
67
HOLISTIC WEALTH ADVISORS — reports 26-50 financial-planning clients, up from 0. IAPD ↗
67
SMITH & CO ADVISORY LLC — reports 51-100 financial-planning clients, up from 0. IAPD ↗
67
THREE ARCH WEALTH MANAGEMENT LLC — reports 26-50 financial-planning clients, up from 0. IAPD ↗
67
VIAQUEST ADVISORS LLC — reports 51-100 financial-planning clients, up from 0. IAPD ↗
67
ALTERIS CAPITAL PARTNERS, LLC — reports 51-100 financial-planning clients, up from 0. IAPD ↗
67
WLTH CAPITAL MANAGEMENT, LLC — reports 51-100 financial-planning clients, up from 0. IAPD ↗
67
INTEGRATIVE PLANNING, INC. — reports 51-100 financial-planning clients, up from 0. IAPD ↗
67
TEMPO WEALTH — reports 26-50 financial-planning clients, up from 0. IAPD ↗
67
CARDONE WEALTH ADVISORS — reports 51-100 financial-planning clients, up from 0. IAPD ↗
66
LPL FINANCIAL LLC — reported RAUM up 32% ($618.92B -> $819.12B). IAPD ↗
66
NORTHERN TRUST SECURITIES, INC — reported RAUM up 30% ($1.28B -> $1.66B). IAPD ↗
66
LPL ENTERPRISE, LLC — reported RAUM up 32% ($18.86B -> $24.94B). IAPD ↗
66
MARQUETTE ASSOCIATES, INC. — reported RAUM up 32% ($35.57B -> $47.06B). IAPD ↗
66
PARK AVENUE SECURITIES LLC — reported RAUM up 31% ($15.00B -> $19.58B). IAPD ↗
66
DONALD SMITH & CO., INC. — reported RAUM up 31% ($4.26B -> $5.60B). IAPD ↗
66
ON INVESTMENT MANAGEMENT CO — reported RAUM up 33% ($2.38B -> $3.15B). IAPD ↗
66
DRIEHAUS CAPITAL MANAGEMENT LLC — reported RAUM up 32% ($19.76B -> $26.12B). IAPD ↗
66
MEEDER ASSET MANAGEMENT, INC. — reported RAUM up 34% ($2.48B -> $3.33B). IAPD ↗
66
OAK RIDGE INVESTMENTS, LLC — reported RAUM up 31% ($1.31B -> $1.70B). IAPD ↗
66
EVERHART ADVISORS — reported RAUM up 31% ($1.87B -> $2.46B). IAPD ↗
66
FOSTER GROUP, INC. — reported RAUM up 35% ($3.54B -> $4.78B). IAPD ↗
66
INTELLICENTS INVESTMENT SOLUTIONS INC — reported RAUM up 35% ($7.36B -> $9.92B). IAPD ↗
66
SEMPER AUGUSTUS INVESTMENTS GROUP LLC — reported RAUM up 42% ($693.0M -> $982.2M). IAPD ↗
66
MIO PARTNERS, INC. — reported RAUM up 33% ($44.93B -> $59.59B). IAPD ↗
66
BLACKROCK INVESTMENT MANAGEMENT, LLC — reported RAUM up 33% ($508.16B -> $676.69B). IAPD ↗
66
LASALLE ST. INVESTMENT ADVISORS, L.L.C. — reported RAUM up 32% ($4.35B -> $5.74B). IAPD ↗
66
TANAKA CAPITAL MANAGEMENT INC — reported RAUM up 56% ($44.4M -> $69.4M). IAPD ↗
66
ALLWORTH FINANCIAL, L.P. — reported RAUM up 34% ($25.10B -> $33.55B). IAPD ↗
66
LIBERTY FINANCIAL GROUP, INC. — reported RAUM up 55% ($125.2M -> $194.3M). IAPD ↗
66
ORLEANS CAPITAL MANAGEMENT CORP — reported RAUM up 35% ($1.58B -> $2.13B). IAPD ↗
66
STEPHENSON AND COMPANY, INC. — reported RAUM up 43% ($311.8M -> $447.0M). IAPD ↗
66
HARDMAN JOHNSTON GLOBAL ADVISORS LLC — reported RAUM up 32% ($6.65B -> $8.77B). IAPD ↗
66
ADVISORNET WEALTH PARTNERS — reported RAUM up 35% ($2.34B -> $3.15B). IAPD ↗
66
SEGAL MARCO ADVISORS — reported RAUM up 34% ($37.52B -> $50.15B). IAPD ↗
66
FINANCIAL PLAN, INC. — reported RAUM up 30% ($1.23B -> $1.60B). IAPD ↗
66
VERATIS ADVISORS, INC. — reported RAUM up 34% ($4.48B -> $5.99B). IAPD ↗
66
ORION CAPITAL MANAGEMENT LLC — reported RAUM up 45% ($256.7M -> $370.9M). IAPD ↗
66
WILLIS JOHNSON & ASSOCIATES, INC. — reported RAUM up 30% ($1.42B -> $1.85B). IAPD ↗
66
PRIVATE CLIENT SERVICES, LLC — reported RAUM up 32% ($1.05B -> $1.38B). IAPD ↗
66
TANGLEWOOD LEGACY ADVISORS, LLC — reported RAUM up 44% ($562.1M -> $809.0M). IAPD ↗
66
GWN SECURITIES INC. — reported RAUM up 30% ($3.65B -> $4.75B). IAPD ↗
66
NORRIS FINANCIAL GROUP, LLC — reported RAUM up 40% ($251.6M -> $353.0M). IAPD ↗
66
HURLEY CAPITAL, LLC — reported RAUM up 42% ($229.4M -> $326.1M). IAPD ↗
66
BAKERAVENUE — reported RAUM up 35% ($3.77B -> $5.09B). IAPD ↗
66
WATERLOO CAPITAL — reported RAUM up 34% ($1.69B -> $2.26B). IAPD ↗
66
LOCUST WOOD CAPITAL ADVISERS, LLC — reported RAUM up 32% ($3.34B -> $4.40B). IAPD ↗
66
TRIPPON WEALTH MANAGEMENT GROUP LLC — reported RAUM up 42% ($185.2M -> $262.3M). IAPD ↗
66
LEVIN CAPITAL STRATEGIES, L.P. — reported RAUM up 33% ($1.25B -> $1.66B). IAPD ↗
66
ROCKWOOD WEALTH MANAGEMENT, LLC — reported RAUM up 31% ($2.19B -> $2.87B). IAPD ↗
66
ORTELIUS CAPITAL PARTNERS — reported RAUM up 59% ($90.5M -> $143.8M). IAPD ↗
66
TRAYNOR CAPITAL MANAGEMENT — reported RAUM up 31% ($1.85B -> $2.42B). IAPD ↗
66
CAMBRIA INVESTMENT MANAGEMENT, L.P. — reported RAUM up 34% ($2.68B -> $3.58B). IAPD ↗
66
FRONT STREET CAPITAL MANAGEMENT, INC. — reported RAUM up 40% ($614.0M -> $862.0M). IAPD ↗
66
CALAMOS WEALTH MANAGEMENT LLC — reported RAUM up 34% ($4.09B -> $5.48B). IAPD ↗
66
JAFFE TILCHIN INVESTMENT PARTNERS, LLC — reported RAUM up 33% ($1.84B -> $2.45B). IAPD ↗
66
BLACK DIAMOND FINANCIAL, LLC — reported RAUM up 31% ($1.04B -> $1.37B). IAPD ↗
66
PORTFOLIO MEDICS, LLC — reported RAUM up 41% ($552.7M -> $780.5M). IAPD ↗
66
KINGSVIEW WEALTH MANAGEMENT, LLC — reported RAUM up 33% ($6.75B -> $8.96B). IAPD ↗
66
CERITY PARTNERS LLC — reported RAUM up 32% ($122.85B -> $161.68B). IAPD ↗
66
BANKPLUS WEALTH ADVISORS — reported RAUM up 42% ($186.1M -> $263.8M). IAPD ↗
66
HALYARD ASSET MANAGEMENT LLC — reported RAUM up 32% ($1.54B -> $2.03B). IAPD ↗
66
KESTRA PRIVATE WEALTH SERVICES, LLC — reported RAUM up 32% ($10.21B -> $13.45B). IAPD ↗
66
NEW HARBOR FINANCIAL GROUP, LLC — reported RAUM up 42% ($576.9M -> $820.9M). IAPD ↗
66
CAPITAL INVESTMENT ADVISORS, LLC — reported RAUM up 30% ($6.30B -> $8.21B). IAPD ↗
66
TRAJAN WEALTH, L.L.C. — reported RAUM up 32% ($1.97B -> $2.60B). IAPD ↗
66
HARVEST INVESTMENT SERVICES, LLC — reported RAUM up 42% ($534.2M -> $758.4M). IAPD ↗
66
THREE BELL CAPITAL LLC — reported RAUM up 32% ($3.81B -> $5.05B). IAPD ↗
66
NEW HOLLAND CAPITAL, LLC — reported RAUM up 33% ($17.49B -> $23.32B). IAPD ↗
66
OAK GROVE CAPITAL, LLC — reported RAUM up 41% ($616.2M -> $871.0M). IAPD ↗
66
ELMWOOD WEALTH MANAGEMENT — reported RAUM up 44% ($332.6M -> $477.9M). IAPD ↗
66
VEST FINANCIAL LLC — reported RAUM up 32% ($39.30B -> $51.81B). IAPD ↗
66
HEALTHEQUITY ADVISORS — reported RAUM up 32% ($1.51B -> $1.99B). IAPD ↗
66
CANTER WEALTH — reported RAUM up 40% ($275.8M -> $386.5M). IAPD ↗
66
STERLING RETIREMENT GROUP OF SACRAMENTO — reported RAUM up 43% ($177.0M -> $253.0M). IAPD ↗
66
SHUSTER ADVISORY GROUP, LLC — reported RAUM up 30% ($7.91B -> $10.32B). IAPD ↗
66
ONE DEGREE ADVISORS, INC. — reported RAUM up 43% ($341.6M -> $489.0M). IAPD ↗
66
TWELVE POINTS WEALTH MANAGEMENT — reported RAUM up 32% ($1.70B -> $2.24B). IAPD ↗
66
DESTINY WEALTH PARTNERS, LLC — reported RAUM up 33% ($1.13B -> $1.50B). IAPD ↗
66
PROFICIO CAPITAL PARTNERS LLC — reported RAUM up 32% ($3.98B -> $5.27B). IAPD ↗
66
GORDIAN WEALTH ADVISORS, LLC — reported RAUM up 40% ($348.1M -> $488.7M). IAPD ↗
66
AE WEALTH MANAGEMENT, LLC — reported RAUM up 33% ($37.53B -> $49.84B). IAPD ↗
66
CONTINUUM ADVISORY, LLC — reported RAUM up 35% ($1.42B -> $1.91B). IAPD ↗
66
KESTRA ADVISORY SERVICES, LLC — reported RAUM up 33% ($60.17B -> $79.80B). IAPD ↗
66
SAGESPRING WEALTH PARTNERS — reported RAUM up 31% ($6.49B -> $8.49B). IAPD ↗
66
PERENNIAL FINANCIAL SERVICES — reported RAUM up 32% ($1.90B -> $2.50B). IAPD ↗
66
ALLARIA ASSET MANAGEMENT, LLC — reported RAUM up 56% ($115.1M -> $179.6M). IAPD ↗
66
AVESTAR CAPITAL, LLC — reported RAUM up 35% ($1.53B -> $2.07B). IAPD ↗
66
KANANI ADVISORY GROUP INC. — reported RAUM up 43% ($201.5M -> $288.2M). IAPD ↗
66
CROSS BORDER WEALTH, LLC — reported RAUM up 60% ($138.8M -> $221.9M). IAPD ↗
66
FLORIDA FINANCIAL ADVISORS, LLC — reported RAUM up 44% ($317.8M -> $456.1M). IAPD ↗
66
TERAMO ADVISORS, LLC — reported RAUM up 41% ($244.4M -> $344.7M). IAPD ↗
66
INSCRIPTION CAPITAL, LLC — reported RAUM up 32% ($1.56B -> $2.05B). IAPD ↗
66
SOUDERS FINANCIAL ADVISORS, LLC — reported RAUM up 32% ($1.07B -> $1.41B). IAPD ↗
66
ARCH GLOBAL ADVISORS, LLC — reported RAUM up 60% ($144.8M -> $230.9M). IAPD ↗
66
RESONANT CAPITAL ADVISORS, LLC — reported RAUM up 33% ($2.22B -> $2.96B). IAPD ↗
66
B.A. SCHROCK WEALTH MANAGEMENT — reported RAUM up 40% ($200.8M -> $281.6M). IAPD ↗
66
GUARDIAN WEALTH ADVISORS, LLC — reported RAUM up 34% ($2.05B -> $2.74B). IAPD ↗
66
MARINER INDEPENDENT — reported RAUM up 31% ($5.62B -> $7.34B). IAPD ↗
66
BT FAMILY OFFICE, LLC — reported RAUM up 32% ($3.03B -> $4.00B). IAPD ↗
66
CREEKMUR ASSET MANAGEMENT, LLC — reported RAUM up 42% ($561.8M -> $800.0M). IAPD ↗
66
FBD ASSET MGMT — reported RAUM up 58% ($48.5M -> $76.8M). IAPD ↗
66
HUB INVESTMENT PARTNERS, LLC — reported RAUM up 32% ($8.98B -> $11.88B). IAPD ↗
66
INFLECTION FINANCIAL — reported RAUM up 44% ($342.0M -> $491.4M). IAPD ↗
66
FORTIS CAPITAL ADVISORS, LLC — reported RAUM up 33% ($1.21B -> $1.62B). IAPD ↗
66
CASSADY WEALTH & RETIREMENT PLANNING L.L.C. — reported RAUM up 56% ($155.8M -> $242.7M). IAPD ↗
66
DIAMOND CLIENT GROUP, LLC — reported RAUM up 58% ($117.3M -> $185.8M). IAPD ↗
66
TRUE BLUE FINANCIAL, LLC — reported RAUM up 40% ($193.7M -> $271.5M). IAPD ↗
66
CYPRESS CAPITAL WEALTH MANAGEMENT LLC — reported RAUM up 41% ($234.6M -> $330.2M). IAPD ↗
66
WHEELHOUSE ADVISORY GROUP, LLC — reported RAUM up 43% ($271.6M -> $388.1M). IAPD ↗
66
LANDING POINT FINANCIAL GROUP — reported RAUM up 45% ($263.5M -> $381.3M). IAPD ↗
66
PRINCETON VALUE PARTNERS LLC — reported RAUM up 57% ($36.6M -> $57.4M). IAPD ↗
66
ENVISION FINANCIAL LLC — reported RAUM up 40% ($252.0M -> $352.9M). IAPD ↗
66
NEU WEALTH GROUP — reported RAUM up 42% ($205.5M -> $291.8M). IAPD ↗
66
INVERSIONES SURA — reported RAUM up 55% ($103.0M -> $160.2M). IAPD ↗
66
GALAPAGOS ADVISORY LLC — reported RAUM up 44% ($274.9M -> $395.7M). IAPD ↗
66
IDB LIDO WEALTH, LLC — reported RAUM up 42% ($338.0M -> $478.4M). IAPD ↗
66
AVID WEALTH PARTNERS, LLC — reported RAUM up 45% ($206.1M -> $298.5M). IAPD ↗
66
UNITED ADVISOR GROUP — reported RAUM up 31% ($1.09B -> $1.43B). IAPD ↗
66
CONTRARY LEGACY LLC — reported RAUM up 58% ($88.6M -> $139.7M). IAPD ↗
66
PELTOMA CAPITAL PARTNERS — reported RAUM up 55% ($108.8M -> $168.9M). IAPD ↗
66
NDURE GLOBAL LLC — reported RAUM up 43% ($305.6M -> $436.7M). IAPD ↗
66
AZURA PARTNERS US LLC — reported RAUM up 55% ($46.0M -> $71.3M). IAPD ↗
66
DEMETER TACTICAL INVESTMENTS CORP. — reported RAUM up 43% ($185.0M -> $265.3M). IAPD ↗
66
DIVERSIFIED, LLC — reported RAUM up 34% ($2.08B -> $2.79B). IAPD ↗
66
LEGACY CAPITAL — reported RAUM up 41% ($193.9M -> $273.4M). IAPD ↗
66
CEDARWOOD WEALTH — reported RAUM up 58% ($135.5M -> $213.4M). IAPD ↗
66
QUESTMONT VIRTUAL FAMILY OFFICE, LLC — reported RAUM up 40% ($310.5M -> $435.6M). IAPD ↗
66
CIO CAPITAL GROUP LLC — reported RAUM up 56% ($25.7M -> $40.1M). IAPD ↗
66
BALDWIN INVESTMENT MANAGEMENT, LLC — reports 26-50 financial-planning clients, up from 1-10. IAPD ↗
66
WASHINGTON TRUST ADVISORS — reports 101-250 financial-planning clients, up from 26-50. IAPD ↗
66
MAIN STREET RESEARCH LLC — reports More than 500 financial-planning clients, up from 101-250. IAPD ↗
66
SANDERSON WEALTH MANAGEMENT, LLC — reports 51-100 financial-planning clients, up from 11-25. IAPD ↗
66
MIDWEST CAPITAL ADVISORS, LLC — reports More than 500 financial-planning clients, up from 101-250. IAPD ↗
66
APRIO WEALTH MANAGEMENT, LLC — reports 51-100 financial-planning clients, up from 11-25. IAPD ↗
66
ELGETHUN CAPITAL MANAGEMENT — reports 51-100 financial-planning clients, up from 11-25. IAPD ↗
66
CUTLER INVESTMENT GROUP — reports More than 500 financial-planning clients, up from 101-250. IAPD ↗
66
SCHNEIDER DOWNS WEALTH MANAGEMENT ADVISORS, LP — reports 101-250 financial-planning clients, up from 26-50. IAPD ↗
66
INTEGRITY ALLIANCE, LLC — reports 101-250 financial-planning clients, up from 26-50. IAPD ↗
66
CAPITAL INVESTMENT ADVISORY SERVICES, LLC — reports 26-50 financial-planning clients, up from 1-10. IAPD ↗
66
ASSET DEDICATION, LLC — reports More than 500 financial-planning clients, up from 101-250. IAPD ↗
66
WELLSPRING FINANCIAL PARTNERS — reports 26-50 financial-planning clients, up from 1-10. IAPD ↗
66
SVB WEALTH — reports 251-500 financial-planning clients, up from 51-100. IAPD ↗
66
GLEN EAGLE ADVISORS, LLC — reports 51-100 financial-planning clients, up from 11-25. IAPD ↗
66
GILBERT & COOK, INC. — reports More than 500 financial-planning clients, up from 101-250. IAPD ↗
66
INTEGRITY ADVISORY SOLUTIONS — reports 11-25 financial-planning clients, up from 0. IAPD ↗
66
SIMPLICITY WEALTH — reports 26-50 financial-planning clients, up from 1-10. IAPD ↗
66
FIFTH THIRD WEALTH ADVISORS LLC — reports 101-250 financial-planning clients, up from 26-50. IAPD ↗
66
BROOKWOOD INVESTMENT GROUP — reports 51-100 financial-planning clients, up from 11-25. IAPD ↗
66
A16Z PERENNIAL MANAGEMENT, L.P. — reports 51-100 financial-planning clients, up from 11-25. IAPD ↗
66
DIVERSIFY ADVISORY SERVICES, LLC — reports 101-250 financial-planning clients, up from 26-50. IAPD ↗
66
KAUFMAN HALL INVESTMENT MANAGEMENT — reports 11-25 financial-planning clients, up from 0. IAPD ↗
66
CRUSONIA WEALTH ADVISORS LLC — reports 11-25 financial-planning clients, up from 0. IAPD ↗
66
BEARING POINT CAPITAL — reports 51-100 financial-planning clients, up from 11-25. IAPD ↗
66
VERITA STRATEGIC WEALTH PARTNERS, LLC — reports 11-25 financial-planning clients, up from 0. IAPD ↗
66
LAUREL OAK WEALTH MANAGEMENT, LLC — reports 11-25 financial-planning clients, up from 0. IAPD ↗
65
MML INVESTORS SERVICES, LLC — reported RAUM up 28% ($90.02B -> $115.64B). IAPD ↗
65
WELLS FARGO ADVISORS — reported RAUM up 28% ($197.36B -> $252.25B). IAPD ↗
65
HARBOUR INVESTMENTS, INC. — reported RAUM up 27% ($7.57B -> $9.60B). IAPD ↗
65
FIRST CITIZENS INVESTOR SERVICES, INC. — reported RAUM up 25% ($2.10B -> $2.63B). IAPD ↗
65
HANTZ FINANCIAL SERVICES, INC. — reported RAUM up 28% ($7.82B -> $10.00B). IAPD ↗
65
STRATEGIC ADVISERS LLC — reported RAUM up 28% ($1067.66B -> $1370.13B). IAPD ↗
65
WCM INVESTMENT MANAGEMENT — reported RAUM up 30% ($74.69B -> $96.77B). IAPD ↗
65
PAUL COMSTOCK PARTNERS — reported RAUM up 25% ($2.24B -> $2.80B). IAPD ↗
65
OBERWEIS ASSET MANAGEMENT INC — reported RAUM up 28% ($3.94B -> $5.06B). IAPD ↗
65
WELLINGTON CONSULTING SERVICES INC — reported RAUM up 29% ($1.31B -> $1.69B). IAPD ↗
65
F L PUTNAM INVESTMENT MANAGEMENT CO. — reported RAUM up 26% ($7.70B -> $9.72B). IAPD ↗
65
REINHART PARTNERS, LLC — reported RAUM up 29% ($1.91B -> $2.47B). IAPD ↗
65
PRIME BUCHHOLZ LLC — reported RAUM up 29% ($10.89B -> $14.07B). IAPD ↗
65
CITIZENS PRIVATE WEALTH — reported RAUM up 28% ($12.18B -> $15.54B). IAPD ↗
65
FRED ALGER MANAGEMENT, LLC — reported RAUM up 27% ($20.64B -> $26.14B). IAPD ↗
65
NATIXIS ADVISORS, LLC — reported RAUM up 27% ($85.23B -> $108.65B). IAPD ↗
65
PZENA INVESTMENT MANAGEMENT LLC — reported RAUM up 28% ($63.69B -> $81.44B). IAPD ↗
65
PPM AMERICA INC — reported RAUM up 26% ($74.48B -> $93.79B). IAPD ↗
65
EAGLE GLOBAL ADVISORS LLC — reported RAUM up 26% ($2.46B -> $3.10B). IAPD ↗
65
EMERALD ADVISERS, LLC — reported RAUM up 26% ($2.62B -> $3.30B). IAPD ↗
65
GOLDMAN SACHS ASSET MANAGEMENT, L.P. — reported RAUM up 28% ($2064.74B -> $2648.90B). IAPD ↗
65
KLCM ADVISORS, INC. — reported RAUM up 28% ($1.46B -> $1.88B). IAPD ↗
65
FAIRHOLME CAPITAL MANAGEMENT, L.L.C. — reported RAUM up 29% ($1.65B -> $2.14B). IAPD ↗
65
BLACKROCK CAPITAL MANAGEMENT, INC. — reported RAUM up 28% ($134.71B -> $172.62B). IAPD ↗
65
ADVISORY RESEARCH INC — reported RAUM up 37% ($721.5M -> $991.3M). IAPD ↗
65
BRIGHTON JONES LLC — reported RAUM up 26% ($14.99B -> $18.88B). IAPD ↗
65
BEESE FULMER PRIVATE WEALTH MANAGEMENT — reported RAUM up 30% ($1.58B -> $2.06B). IAPD ↗
65
J.P. MORGAN PRIVATE INVESTMENTS INC. — reported RAUM up 25% ($375.63B -> $469.98B). IAPD ↗
65
EAGLE STRATEGIES LLC — reported RAUM up 26% ($25.40B -> $32.04B). IAPD ↗
65
ACR ALPINE CAPITAL RESEARCH, LLC — reported RAUM up 27% ($8.51B -> $10.79B). IAPD ↗
65
WEALTHCARE CAPITAL MANAGEMENT LLC — reported RAUM up 30% ($3.03B -> $3.93B). IAPD ↗
65
EP WEALTH ADVISORS — reported RAUM up 27% ($35.57B -> $45.15B). IAPD ↗
65
SS&H FINANCIAL ADVISORS, INC. — reported RAUM up 39% ($347.3M -> $482.2M). IAPD ↗
65
ADVISORS CAPITAL MANAGEMENT, LLC — reported RAUM up 29% ($9.47B -> $12.20B). IAPD ↗
65
CULLEN CAPITAL MANAGEMENT, LLC — reported RAUM up 27% ($9.09B -> $11.58B). IAPD ↗
65
PACIFIC ASSET MANAGEMENT, LLC — reported RAUM up 38% ($279.4M -> $384.8M). IAPD ↗
65
MADRONA FINANCIAL & CPAS — reported RAUM up 37% ($505.7M -> $691.8M). IAPD ↗
65
WEALTH ENHANCEMENT ADVISORY SERVICES, LLC — reported RAUM up 29% ($94.63B -> $122.19B). IAPD ↗
65
WHITNEY & COMPANY — reported RAUM up 30% ($1.15B -> $1.49B). IAPD ↗
65
SCOTT MARSH FINANCIAL, LLC — reported RAUM up 36% ($230.0M -> $313.0M). IAPD ↗
65
J.DEREK LEWIS & ASSOCIATES, INC. — reported RAUM up 28% ($1.78B -> $2.28B). IAPD ↗
65
INDEPENDENT FINANCIAL PARTNERS — reported RAUM up 30% ($12.54B -> $16.29B). IAPD ↗
65
PRIVATE CAPITAL ADVISORS, INC. — reported RAUM up 27% ($1.01B -> $1.28B). IAPD ↗
65
ANDERSON FINANCIAL PARTNERS, INC. — reported RAUM up 29% ($1.18B -> $1.52B). IAPD ↗
65
STRATEGIC FAMILY WEALTH COUNSELORS, L.L.C. — reported RAUM up 27% ($1.31B -> $1.66B). IAPD ↗
65
PERIGON WEALTH MANAGEMENT, LLC — reported RAUM up 30% ($8.71B -> $11.29B). IAPD ↗
65
SIMON QUICK ADVISORS, LLC — reported RAUM up 27% ($7.07B -> $9.01B). IAPD ↗
65
WEALTHCROSSING — reported RAUM up 28% ($1.20B -> $1.54B). IAPD ↗
65
GREENWICH WEALTH MANAGEMENT, LLC — reported RAUM up 30% ($2.71B -> $3.52B). IAPD ↗
65
BELPOINTE ASSET MANAGEMENT LLC — reported RAUM up 26% ($6.01B -> $7.58B). IAPD ↗
65
VERIS WEALTH PARTNERS, LLC — reported RAUM up 26% ($2.26B -> $2.86B). IAPD ↗
65
LIFEPLAN GROUP — reported RAUM up 37% ($238.6M -> $326.0M). IAPD ↗
65
AWM FINANCIAL SERVICES INC. — reported RAUM up 37% ($233.7M -> $320.6M). IAPD ↗
65
INDEPENDENT SOLUTIONS WEALTH MANAGEMENT, LLC — reported RAUM up 25% ($1.23B -> $1.54B). IAPD ↗
65
MCILRATH & ECK, LLC — reported RAUM up 29% ($1.06B -> $1.36B). IAPD ↗
65
LJI WEALTH MANAGEMENT, LLC — reported RAUM up 28% ($1.07B -> $1.37B). IAPD ↗
65
FREESTONE CAPITAL MANAGEMENT, LLC — reported RAUM up 27% ($11.49B -> $14.54B). IAPD ↗
65
CHICAGO PARTNERS INVESTMENT GROUP LLC — reported RAUM up 25% ($5.96B -> $7.47B). IAPD ↗
65
GEOWEALTH MANAGEMENT LLC — reported RAUM up 29% ($13.61B -> $17.57B). IAPD ↗
65
AVIOR WEALTH MANAGEMENT, LLC — reported RAUM up 27% ($5.08B -> $6.46B). IAPD ↗
65
MERIDIAN WEALTH MANAGEMENT, LLC — reported RAUM up 28% ($3.89B -> $4.98B). IAPD ↗
65
CAHABA WEALTH MANAGEMENT, INC. — reported RAUM up 26% ($1.64B -> $2.06B). IAPD ↗
65
EMPIRICAL WEALTH MANAGEMENT — reported RAUM up 26% ($6.70B -> $8.43B). IAPD ↗
65
BALLENTINE PARTNERS — reported RAUM up 28% ($12.01B -> $15.32B). IAPD ↗
65
CONTINUUM WEALTH ADVISORS, LLC — reported RAUM up 36% ($254.3M -> $345.6M). IAPD ↗
65
INDEPENDENCE ASSET ADVISORS, LLC — reported RAUM up 27% ($1.73B -> $2.19B). IAPD ↗
65
STRATOS WEALTH PARTNERS, LTD — reported RAUM up 29% ($14.47B -> $18.65B). IAPD ↗
65
GERBER KAWASAKI WEALTH & INVESTMENT MANAGEMENT — reported RAUM up 29% ($3.19B -> $4.11B). IAPD ↗
65
INVESCO MANAGED ACCOUNTS, LLC — reported RAUM up 27% ($24.61B -> $31.28B). IAPD ↗
65
CONWAY INVESTMENT SOLUTIONS — reported RAUM up 29% ($1.29B -> $1.67B). IAPD ↗
65
GREENWOOD INVESTORS LLC — reported RAUM up 54% ($116.5M -> $179.8M). IAPD ↗
65
THIRTYNORTH INVESTMENTS, LLC — reported RAUM up 36% ($343.5M -> $467.8M). IAPD ↗
65
BROWN FINANCIAL ADVISORY — reported RAUM up 36% ($344.0M -> $468.2M). IAPD ↗
65
INNOVATIVE ADVISORY PARTNERS, LLC — reported RAUM up 35% ($260.4M -> $352.1M). IAPD ↗
65
PORTOLAN CAPITAL MANAGEMENT, LLC — reported RAUM up 28% ($1.58B -> $2.02B). IAPD ↗
65
CARSONALLARIA WEALTH MANAGEMENT, LTD. — reported RAUM up 40% ($567.5M -> $791.8M). IAPD ↗
65
ADVISORY ALPHA, LLC — reported RAUM up 26% ($3.47B -> $4.37B). IAPD ↗
65
CORECAP ADVISORS — reported RAUM up 26% ($3.17B -> $3.99B). IAPD ↗
65
WESTMOUNT PARTNERS, LLC — reported RAUM up 25% ($5.20B -> $6.52B). IAPD ↗
65
NRI WEALTH MANAGEMENT, LLC — reported RAUM up 39% ($223.6M -> $309.8M). IAPD ↗
65
TRUNORTH CAPITAL MANAGEMENT, LLC — reported RAUM up 37% ($530.6M -> $724.5M). IAPD ↗
65
DISCIPLINA CAPITAL MANAGEMENT, LLC — reported RAUM up 29% ($2.38B -> $3.06B). IAPD ↗
65
MUTUAL ADVISORS, LLC — reported RAUM up 27% ($6.75B -> $8.55B). IAPD ↗
65
BCI SECURITIES, INC. — reported RAUM up 36% ($295.2M -> $402.2M). IAPD ↗
65
PRIVATE ADVISORY — reported RAUM up 28% ($1.32B -> $1.69B). IAPD ↗
65
KEYSTONE FINANCIAL GROUP, LLC — reported RAUM up 26% ($1.86B -> $2.34B). IAPD ↗
65
CLEAR CREEK FINANCIAL MANAGEMENT, LLC — reported RAUM up 26% ($1.47B -> $1.86B). IAPD ↗
65
BOWIE CAPITAL MANAGEMENT, LLC — reported RAUM up 27% ($2.21B -> $2.81B). IAPD ↗
65
SUMMIT FINANCIAL WEALTH ADVISORS — reported RAUM up 27% ($1.42B -> $1.80B). IAPD ↗
65
VALOR ADVISORS LLC — reported RAUM up 28% ($3.12B -> $4.01B). IAPD ↗
65
GRAND CENTRAL INVESTMENT GROUP, LLC — reported RAUM up 50% ($130.4M -> $196.2M). IAPD ↗
65
MONOGRAPH WEALTH ADVISORS, LLC — reported RAUM up 26% ($2.58B -> $3.25B). IAPD ↗
65
CHEQUERS FINANCIAL MANAGEMENT LLC — reported RAUM up 25% ($1.05B -> $1.31B). IAPD ↗
65
STONE CREEK GROUP, LLC — reported RAUM up 38% ($181.3M -> $250.6M). IAPD ↗
65
WORLD INVESTMENT ADVISORS, LLC — reported RAUM up 27% ($56.28B -> $71.64B). IAPD ↗
65
SANCTUARY ADVISORS, LLC — reported RAUM up 26% ($27.70B -> $34.88B). IAPD ↗
65
WEALTHCOLLAB — reported RAUM up 38% ($229.5M -> $316.2M). IAPD ↗
65
PARABELLUM CAPITAL LLC — reported RAUM up 26% ($1.54B -> $1.94B). IAPD ↗
65
CREATIVEONE WEALTH, LLC — reported RAUM up 29% ($4.83B -> $6.25B). IAPD ↗
65
BANKERS LIFE ADVISORY SERVICES, INC. — reported RAUM up 28% ($1.94B -> $2.49B). IAPD ↗
65
PENNINGTON PARTNERS & CO., LLC — reported RAUM up 29% ($3.95B -> $5.09B). IAPD ↗
65
FWG INVESTMENTS, LLC — reported RAUM up 40% ($250.1M -> $349.0M). IAPD ↗
65
OREI ADVISORS LP — reported RAUM up 27% ($1.71B -> $2.18B). IAPD ↗
65
FIRST PACIFIC FINANCIAL, INC. — reported RAUM up 27% ($1.51B -> $1.93B). IAPD ↗
65
COLONIAL RIVER WEALTH MANAGEMENT LLC — reported RAUM up 37% ($339.8M -> $464.4M). IAPD ↗
65
DAVIMAN FINANCIAL, LLC — reported RAUM up 53% ($152.8M -> $233.9M). IAPD ↗
65
BIRCH RUN INVESTMENTS, LLC — reported RAUM up 37% ($333.8M -> $457.5M). IAPD ↗
65
TEMPUS WEALTH PLANNING, LLC — reported RAUM up 38% ($506.5M -> $699.4M). IAPD ↗
65
SEPIO CAPITAL, LP — reported RAUM up 26% ($4.46B -> $5.64B). IAPD ↗
65
GLOBAL WEALTH MANAGEMENT INVESTMENT ADVISORY, INC. — reported RAUM up 37% ($529.1M -> $722.8M). IAPD ↗
65
EVERSOURCE WEALTH ADVISORS, LLC — reported RAUM up 29% ($3.95B -> $5.10B). IAPD ↗
65
SILVER GROVE ADVISORY SERVICES — reported RAUM up 39% ($326.6M -> $453.6M). IAPD ↗
65
BLAKESLEE & BLAKESLEE FINANCIAL ADVISERS INC. — reported RAUM up 37% ($308.5M -> $423.0M). IAPD ↗
65
JORDAN PARK GROUP LLC — reported RAUM up 28% ($18.12B -> $23.26B). IAPD ↗
65
AWM CAPITAL, LLC — reported RAUM up 29% ($1.15B -> $1.49B). IAPD ↗
65
ASTORIA PORTFOLIO ADVISORS LLC — reported RAUM up 40% ($698.8M -> $977.6M). IAPD ↗
65
SIEBERT ADVISORNXT, LLC. — reported RAUM up 36% ($287.6M -> $391.5M). IAPD ↗
65
PRIME CAPITAL FINANCIAL — reported RAUM up 30% ($30.11B -> $39.14B). IAPD ↗
65
PGIM CUSTOM HARVEST LLC — reported RAUM up 28% ($5.37B -> $6.90B). IAPD ↗
65
CAPITA FINANCIAL NETWORK, LLC — reported RAUM up 26% ($1.85B -> $2.32B). IAPD ↗
65
THE DALA GROUP, LLC — reported RAUM up 37% ($193.7M -> $265.2M). IAPD ↗
65
FAIRCOURT PARTNERS, LLC — reported RAUM up 28% ($2.45B -> $3.12B). IAPD ↗
65
KEEBECK WEALTH MANAGEMENT — reported RAUM up 25% ($1.62B -> $2.03B). IAPD ↗
65
SYSTEMATIC ALPHA INVESTMENTS, LLC — reported RAUM up 28% ($2.71B -> $3.49B). IAPD ↗
65
CAPITAL WEALTH ALLIANCE, LLC — reported RAUM up 36% ($220.5M -> $300.3M). IAPD ↗
65
SAGE MOUNTAIN ADVISORS, LLC — reported RAUM up 27% ($3.36B -> $4.29B). IAPD ↗
65
INSPIRE ADVISORS, LLC — reported RAUM up 29% ($1.03B -> $1.33B). IAPD ↗
65
BONE FIDE WEALTH — reported RAUM up 54% ($82.1M -> $126.7M). IAPD ↗
65
LEGACY KNIGHT MFO, LLC — reported RAUM up 29% ($2.20B -> $2.85B). IAPD ↗
65
BLUE ZONE WEALTH ADVISORS, LLC — reported RAUM up 36% ($564.8M -> $770.0M). IAPD ↗
65
OAKRIDGE MANAGEMENT GROUP LLC — reported RAUM up 27% ($1.08B -> $1.37B). IAPD ↗
65
NATIONAL INVESTMENT SERVICES OF AMERICA, LLC — reported RAUM up 26% ($12.91B -> $16.25B). IAPD ↗
65
ALPHA CAPITAL FAMILY OFFICE, LLC — reported RAUM up 36% ($217.4M -> $295.9M). IAPD ↗
65
CARRICK LANE LLC — reported RAUM up 27% ($2.38B -> $3.03B). IAPD ↗
65
KURE ADVISORY, LLC — reported RAUM up 36% ($190.7M -> $259.0M). IAPD ↗
65
GREENUP STREET WEALTH MANAGEMENT LLC — reported RAUM up 36% ($661.7M -> $900.4M). IAPD ↗
65
CONFLUENCE FINANCIAL PARTNERS — reported RAUM up 25% ($5.45B -> $6.84B). IAPD ↗
65
ADVUS FINANCIAL PARTNERS, LLC — reported RAUM up 29% ($3.07B -> $3.97B). IAPD ↗
65
HILL INVESTMENT GROUP — reported RAUM up 29% ($1.04B -> $1.35B). IAPD ↗
65
TARGET ROCK WEALTH MANAGEMENT, LLC — reported RAUM up 55% ($60.8M -> $94.0M). IAPD ↗
65
THE BALDWIN GROUP WEALTH ADVISORS, LLC — reported RAUM up 30% ($21.04B -> $27.28B). IAPD ↗
65
AHARA ADVISORS — reported RAUM up 51% ($122.4M -> $185.4M). IAPD ↗
65
KERA CAPITAL PARTNERS — reported RAUM up 28% ($1.07B -> $1.36B). IAPD ↗
65
INTEGRATED WEALTHCARE, LLC — reported RAUM up 51% ($144.9M -> $218.2M). IAPD ↗
65
FIFTH THIRD WEALTH ADVISORS LLC — reported RAUM up 28% ($6.08B -> $7.80B). IAPD ↗
65
NEXT LEVEL PRIVATE LLC — reported RAUM up 30% ($1.05B -> $1.37B). IAPD ↗
65
SMITH GROUP ASSET MANAGEMENT, LLC — reported RAUM up 29% ($1.71B -> $2.21B). IAPD ↗
65
HARBOUR WEALTH MANAGEMENT GROUP, INC. — reported RAUM up 39% ($191.3M -> $266.2M). IAPD ↗
65
STRATEGIC ADVISORY PARTNERS — reported RAUM up 54% ($124.3M -> $191.4M). IAPD ↗
65
INVICTUS PRIVATE WEALTH, LLC — reported RAUM up 26% ($1.35B -> $1.71B). IAPD ↗
65
WHITTIER ADVISORS, LLC — reported RAUM up 28% ($1.48B -> $1.89B). IAPD ↗
65
GRANT TANI BARASH & ALTMAN, LLC — reported RAUM up 28% ($1.78B -> $2.28B). IAPD ↗
65
OXFORD WEALTH GROUP, LLC — reported RAUM up 39% ($235.9M -> $327.9M). IAPD ↗
65
NEIL JESANI WEALTH MANAGEMENT — reported RAUM up 54% ($125.9M -> $194.2M). IAPD ↗
65
ASCENTIS INDEPENDENT ADVISORS, LLC — reported RAUM up 27% ($1.65B -> $2.09B). IAPD ↗
65
LIGHTSQUARE WEALTH MANAGEMENT, LLC — reported RAUM up 55% ($131.4M -> $203.5M). IAPD ↗
65
PORTSIDE WEALTH GROUP, LLC — reported RAUM up 27% ($1.13B -> $1.43B). IAPD ↗
65
SPIREPOINT PRIVATE CLIENT, LLC — reported RAUM up 28% ($1.12B -> $1.44B). IAPD ↗
65
TRUST INVESTMENT ADVISORS WEALTH MANAGEMENT, LLC — reported RAUM up 53% ($22.5M -> $34.4M). IAPD ↗
65
BLUEWATER WEALTH ADVISORS, LLC — reported RAUM up 50% ($97.1M -> $145.8M). IAPD ↗
65
KILTER GROUP — reported RAUM up 37% ($202.1M -> $277.4M). IAPD ↗
65
TOPSAIL WEALTH MANAGEMENT LLC — reported RAUM up 27% ($1.03B -> $1.31B). IAPD ↗
65
FISHER\SMB — reported RAUM up 25% ($5.46B -> $6.85B). IAPD ↗
65
TOTAL WEALTH SERVICES, LLC — reported RAUM up 53% ($121.2M -> $186.1M). IAPD ↗
65
ROUTE 20 PRIVATE WEALTH INC. — reported RAUM up 53% ($54.6M -> $83.5M). IAPD ↗
65
AVENTURA PRIVATE WEALTH, LLC — reported RAUM up 40% ($268.4M -> $374.8M). IAPD ↗
65
GREENSTONE BELT WEALTH ADVISORS, LLC — reported RAUM up 37% ($190.1M -> $260.1M). IAPD ↗
64
WHITE LIGHTHOUSE INVESTMENT MANAGEMENT, INC. — reported RAUM up 33% ($689.3M -> $918.6M). IAPD ↗
64
FINANCIAL GUIDANCE GROUP, INC. — reported RAUM up 35% ($214.3M -> $288.4M). IAPD ↗
64
FAMILY CAPITAL MANAGEMENT — reported RAUM up 32% ($328.8M -> $435.1M). IAPD ↗
64
QUAD CITY INVESTMENT CENTER — reported RAUM up 32% ($308.6M -> $408.0M). IAPD ↗
64
DISCIPLINED INVESTORS, L.L.C. — reported RAUM up 34% ($702.5M -> $941.6M). IAPD ↗
64
MCELHENNY SHEFFIELD CAPITAL MANAGEMENT, LLC — reported RAUM up 30% ($508.7M -> $663.2M). IAPD ↗
64
RMG ADVISORS — reported RAUM up 46% ($137.2M -> $200.5M). IAPD ↗
64
OMNI 360 WEALTH, INC. — reported RAUM up 31% ($324.5M -> $425.7M). IAPD ↗
64
HENNION & WALSH ASSET MANAGEMENT, INC. — reported RAUM up 30% ($590.1M -> $768.8M). IAPD ↗
64
CONFIDENCE WEALTH MANAGEMENT, INC. — reported RAUM up 32% ($344.2M -> $454.1M). IAPD ↗
64
NVEST FINANCIAL, LLC — reported RAUM up 32% ($523.4M -> $688.3M). IAPD ↗
64
MERIDIAN INVESTMENT COUNSEL, INC. — reported RAUM up 34% ($539.4M -> $723.4M). IAPD ↗
64
OUTLOOK CAPITAL MANAGEMENT, LLC — reported RAUM up 45% ($101.4M -> $147.4M). IAPD ↗
64
GRIFFIN BLACK, LLC — reported RAUM up 31% ($270.9M -> $355.5M). IAPD ↗
64
CARDINAL WEALTH ADVISORY, LLC — reported RAUM up 31% ($208.2M -> $273.2M). IAPD ↗
64
INTEGRATED WEALTH MANAGEMENT, INC. — reported RAUM up 34% ($189.5M -> $254.1M). IAPD ↗
64
AMERICAN CAPITAL ADVISORY, LLC — reported RAUM up 31% ($254.9M -> $334.4M). IAPD ↗
64
EVEREST PRIVATE WEALTH — reported RAUM up 34% ($307.0M -> $410.8M). IAPD ↗
64
HUBER CAPITAL MANAGEMENT LLC — reported RAUM up 35% ($541.5M -> $729.2M). IAPD ↗
64
CORNERSTONE SELECT ADVISORS, LLC — reported RAUM up 35% ($234.0M -> $315.3M). IAPD ↗
64
SIGNATURE RESOURCES CAPITAL MANAGEMENT, LLC — reported RAUM up 34% ($227.6M -> $303.9M). IAPD ↗
64
HELMSTAR WEALTH MANAGEMENT — reported RAUM up 34% ($586.9M -> $785.6M). IAPD ↗
64
DMKC ADVISORY SERVICES, LLC — reported RAUM up 35% ($668.7M -> $902.5M). IAPD ↗
64
LIGHTHOUSE RETIREMENT — reported RAUM up 34% ($211.9M -> $284.6M). IAPD ↗
64
SLAGLE FINANCIAL, LLC. — reported RAUM up 31% ($315.0M -> $411.7M). IAPD ↗
64
GRADIENT ADVISORS, LLC — reported RAUM up 32% ($218.6M -> $289.3M). IAPD ↗
64
MOSS, LUSE & WOMBLE, LLC — reported RAUM up 35% ($595.2M -> $803.2M). IAPD ↗
64
MORIN PRIVATE CLIENT GROUP, LLC — reported RAUM up 31% ($546.7M -> $716.3M). IAPD ↗
64
ARCHETYPE ADVISORS, LLC — reported RAUM up 33% ($195.0M -> $260.0M). IAPD ↗
64
UNITED CAPITAL MANAGEMENT OF KANSAS, INC. — reported RAUM up 32% ($669.7M -> $884.8M). IAPD ↗
64
BLACKHAWK CAPITAL PARTNERS, LLC — reported RAUM up 34% ($336.4M -> $452.0M). IAPD ↗
64
CREDIT CAPITAL INVESTMENTS — reported RAUM up 33% ($264.6M -> $351.3M). IAPD ↗
64
STRATEGY FINANCIAL GROUP — reported RAUM up 31% ($279.9M -> $366.7M). IAPD ↗
64
AFFINITY CAPITAL ADVISORS LLC — reported RAUM up 34% ($636.1M -> $851.3M). IAPD ↗
64
AXIS WEALTH PARTNERS, LLC — reported RAUM up 30% ($289.7M -> $377.4M). IAPD ↗
64
HD MONEY, INC. — reported RAUM up 31% ($294.0M -> $386.1M). IAPD ↗
64
J. HAGAN CAPITAL, INC. — reported RAUM up 31% ($260.9M -> $341.8M). IAPD ↗
64
TRINITY WEALTH MANAGEMENT, LLC — reported RAUM up 31% ($304.4M -> $399.2M). IAPD ↗
64
BULL OAK CAPITAL, LLC — reported RAUM up 33% ($196.2M -> $261.6M). IAPD ↗
64
POWERS ADVISORY GROUP, LLC — reported RAUM up 31% ($250.9M -> $329.5M). IAPD ↗
64
VANTAGE WEALTH PLANNING — reported RAUM up 33% ($198.6M -> $264.7M). IAPD ↗
64
BEACON FINANCIAL ADVISORY LLC — reported RAUM up 33% ($677.6M -> $900.7M). IAPD ↗
64
HUNGERFORD FINANCIAL LLC — reported RAUM up 30% ($378.3M -> $492.1M). IAPD ↗
64
GENERATIONAL WEALTH MANAGEMENT — reported RAUM up 32% ($299.7M -> $394.8M). IAPD ↗
64
FLOWER CITY CAPITAL LLC — reported RAUM up 33% ($333.6M -> $444.6M). IAPD ↗
64
LEGACY BRIDGE PRIVATE FAMILY OFFICES — reported RAUM up 31% ($325.9M -> $425.8M). IAPD ↗
64
SWITCHPOINT FINANCIAL PLANNING LLC — reported RAUM up 30% ($281.5M -> $367.1M). IAPD ↗
64
PALADIN WEALTH PARTNERS — reported RAUM up 31% ($213.6M -> $279.8M). IAPD ↗
64
MONORAIL SECURITIES LLC — reported RAUM up 32% ($295.0M -> $388.7M). IAPD ↗
64
BLUE RIDGE WEALTH PLANNERS — reported RAUM up 31% ($275.7M -> $361.7M). IAPD ↗
64
AQUA ADVISORS LLC — reported RAUM up 35% ($221.4M -> $298.8M). IAPD ↗
64
STRATEGIC WEALTH ADVISORS GROUP, INC. — reported RAUM up 47% ($140.2M -> $206.7M). IAPD ↗
64
INTEGRATED PLANNING & WEALTH MANAGEMENT, LLC — reported RAUM up 49% ($80.4M -> $119.4M). IAPD ↗
64
LIFEWORKS ADVISORS, LLC — reported RAUM up 30% ($742.3M -> $966.7M). IAPD ↗
64
PRACTICE FINANCIAL GROUP — reported RAUM up 31% ($333.1M -> $436.8M). IAPD ↗
64
OWEN LARUE FINANCIAL GROUP — reported RAUM up 34% ($343.1M -> $458.9M). IAPD ↗
64
SHARPEPOINT, LLC — reported RAUM up 48% ($150.5M -> $222.8M). IAPD ↗
64
EQ WEALTH MANAGEMENT — reported RAUM up 30% ($723.0M -> $941.7M). IAPD ↗
64
BRUCKE FINANCIAL, INC. — reported RAUM up 31% ($201.0M -> $262.4M). IAPD ↗
64
BLACKDIAMOND WEALTH MANAGEMENT, LLC — reported RAUM up 31% ($322.4M -> $424.0M). IAPD ↗
64
WEALTHCARE INVESTMENT PARTNERS LLC — reported RAUM up 31% ($654.8M -> $859.6M). IAPD ↗
64
VIRTUS FAMILY OFFICE — reported RAUM up 34% ($544.1M -> $726.9M). IAPD ↗
64
BABB WEALTH ADVISORS LLC — reported RAUM up 49% ($140.9M -> $209.4M). IAPD ↗
64
BUILD ASSET MANAGEMENT — reported RAUM up 46% ($44.2M -> $64.6M). IAPD ↗
64
MATCH GRADE ADVISORS — reported RAUM up 33% ($361.0M -> $479.4M). IAPD ↗
64
KISSLING FINANCIAL SERVICES, LLC — reported RAUM up 47% ($112.8M -> $165.5M). IAPD ↗
64
GREAT DIAMOND PARTNERS, LLC — reported RAUM up 31% ($613.4M -> $804.1M). IAPD ↗
64
OPTIMUM QUANTVEST CORPORATION — reported RAUM up 32% ($528.3M -> $695.1M). IAPD ↗
64
VALUEWEALTH SERVICES, LLC — reported RAUM up 32% ($242.1M -> $319.0M). IAPD ↗
64
ZENITH WEALTH PARTNERS — reported RAUM up 48% ($102.1M -> $151.0M). IAPD ↗
64
SWAN CAPITAL — reported RAUM up 31% ($268.9M -> $351.4M). IAPD ↗
64
OELSCHLAGER INVESTMENTS — reported RAUM up 48% ($63.1M -> $93.3M). IAPD ↗
64
RIGHTHAND CAPITAL, LLC — reported RAUM up 47% ($124.0M -> $182.3M). IAPD ↗
64
SYNERGY FG — reported RAUM up 33% ($274.3M -> $364.2M). IAPD ↗
64
RETIREMENT PLANNING GROUP, LLC — reported RAUM up 33% ($282.8M -> $375.4M). IAPD ↗
64
MISSION FINANCIAL GROUP, LLC — reported RAUM up 34% ($232.8M -> $310.9M). IAPD ↗
64
ALLEGIANCE FINANCIAL GROUP — reported RAUM up 34% ($505.0M -> $675.0M). IAPD ↗
64
FINANCIAL DESIGNS WEALTH MANAGEMENT — reported RAUM up 34% ($194.8M -> $261.2M). IAPD ↗
64
PROSPERITAS FINANCIAL, LLC — reported RAUM up 33% ($612.7M -> $812.5M). IAPD ↗
64
LAVELLE CAPITAL — reported RAUM up 34% ($305.5M -> $410.1M). IAPD ↗
64
PEACE OF MIND WEALTH MANAGEMENT — reported RAUM up 32% ($214.1M -> $283.3M). IAPD ↗
64
TRIFECTA CAPITAL ADVISORS, LLC — reported RAUM up 30% ($712.2M -> $927.4M). IAPD ↗
64
DHODY INVESTMENT GROUP — reported RAUM up 32% ($259.4M -> $341.4M). IAPD ↗
64
TABLEAUX WEALTH — reported RAUM up 49% ($154.3M -> $229.7M). IAPD ↗
64
RBG WEALTH ADVISORS LLC — reported RAUM up 47% ($105.0M -> $154.8M). IAPD ↗
64
ASTRA WEALTH PARTNERS — reported RAUM up 32% ($204.1M -> $268.4M). IAPD ↗
64
SOLID POINT WEALTH ADVISORS, LLC — reported RAUM up 49% ($80.3M -> $119.7M). IAPD ↗
64
CLARITY FINANCIAL ADVISORS LLC — reported RAUM up 50% ($99.9M -> $149.5M). IAPD ↗
64
LONGWALL FAMILY OFFICE — reported RAUM up 31% ($326.1M -> $428.2M). IAPD ↗
64
SHARED VISION WEALTH GROUP — reported RAUM up 30% ($258.2M -> $335.9M). IAPD ↗
64
ARTESIAN CAPITAL MANAGEMENT (DELAWARE) LP — reported RAUM up 45% ($26.0M -> $37.7M). IAPD ↗
64
THE HOLLAND GROUP, RETIREMENT WEALTH ADVISORS, LLC — reported RAUM up 33% ($215.2M -> $286.1M). IAPD ↗
64
ELI CIRCLE CAPITAL, LP — reported RAUM up 48% ($141.0M -> $209.0M). IAPD ↗
64
TIDEMARK, LLC — reported RAUM up 34% ($344.6M -> $462.5M). IAPD ↗
64
STONEBRIDGE WEALTH SYSTEMS LLC — reported RAUM up 34% ($276.0M -> $369.1M). IAPD ↗
64
BARE WEALTH ADVISORS — reported RAUM up 30% ($509.3M -> $662.3M). IAPD ↗
64
MISSION HILLS FINANCIAL ADVISORY LLC — reported RAUM up 31% ($208.7M -> $274.1M). IAPD ↗
64
GREYKASELL WEALTH STRATEGIES, INC. — reported RAUM up 32% ($334.6M -> $443.2M). IAPD ↗
64
ADVANTAGE WEALTH PARTNERS — reported RAUM up 30% ($518.3M -> $675.5M). IAPD ↗
64
GFG SOLUTIONS — reported RAUM up 34% ($228.6M -> $306.6M). IAPD ↗
64
THREE ARCH WEALTH MANAGEMENT LLC — reported RAUM up 32% ($503.0M -> $662.4M). IAPD ↗
64
DISHMI CAPITAL, LLC — reported RAUM up 49% ($144.2M -> $215.1M). IAPD ↗
64
GARRISON BRADFORD & ASSOCIATES INC — reports 26-50 financial-planning clients, up from 0. IAPD ↗
64
MONTROSE ADVISORS INC — reports 11-25 financial-planning clients, up from 0. IAPD ↗
64
WEBER ASSET MANAGEMENT, INC. — reports 51-100 financial-planning clients, up from 11-25. IAPD ↗
64
KEELER THOMAS MANAGEMENT LLC — reports 51-100 financial-planning clients, up from 11-25. IAPD ↗
64
JAMES RIVER ASSET MANAGEMENT, LLC — reports 51-100 financial-planning clients, up from 11-25. IAPD ↗
64
GLASS JACOBSON WEALTH ADVISORS — reports 51-100 financial-planning clients, up from 11-25. IAPD ↗
64
GASAWAY INVESTMENT ADVISORS, INC. — reports 101-250 financial-planning clients, up from 11-25. IAPD ↗
64
CRAVENS & COMPANY WEALTH MANAGEMENT — reports 26-50 financial-planning clients, up from 1-10. IAPD ↗
64
SARA-BAY FINANCIAL CORP. — reports 11-25 financial-planning clients, up from 0. IAPD ↗
64
JRM INVESTMENT COUNSEL. — reports 26-50 financial-planning clients, up from 1-10. IAPD ↗
64
AZZENDO WEALTH ADVISORS — reports 51-100 financial-planning clients, up from 1-10. IAPD ↗
64
SOUTH SHORE CAPITAL ADVISORS, LLC — reports 11-25 financial-planning clients, up from 0. IAPD ↗
64
HT PARTNERS LLC — reports More than 500 financial-planning clients, up from 101-250. IAPD ↗
64
BEAUMONT ASSET MANAGEMENT, LLC — reports 11-25 financial-planning clients, up from 0. IAPD ↗
64
ALLSQUARE WEALTH MANAGEMENT, LLC — reports 251-500 financial-planning clients, up from 51-100. IAPD ↗
64
TAYLOR & MORGAN ASSET MANAGEMENT, LLC D/B/A TM ADVISORS, L — reports 251-500 financial-planning clients, up from 51-100. IAPD ↗
64
"TATE ASSET MANAGEMENT" AND "DCO WEALTH MANAGEMENT" — reports 11-25 financial-planning clients, up from 0. IAPD ↗
64
THE CLARK GROUP ASSET MANAGEMENT — reports 26-50 financial-planning clients, up from 1-10. IAPD ↗
64
ACORN WEALTH ADVISORS, LLC — reports 251-500 financial-planning clients, up from 51-100. IAPD ↗
64
VISION RETIREMENT — reports 26-50 financial-planning clients, up from 1-10. IAPD ↗
64
WARREN STREET WEALTH ADVISORS, LLC — reports 251-500 financial-planning clients, up from 51-100. IAPD ↗
64
BENTOAK CAPITAL — reports More than 500 financial-planning clients, up from 101-250. IAPD ↗
64
WOODSTOCK WEALTH MANAGEMENT, INC. — reports 51-100 financial-planning clients, up from 11-25. IAPD ↗
64
RIVERWATER PARTNERS LLC — reports 11-25 financial-planning clients, up from 0. IAPD ↗
64
CENTRAL FAMILY ADVISORS, LLC — reports 11-25 financial-planning clients, up from 0. IAPD ↗
64
CLF ASSET MANAGEMENT, INC. — reports 51-100 financial-planning clients, up from 1-10. IAPD ↗
64
HANKE & APOLONIO WEALTH ADVISORS LLC — reports 51-100 financial-planning clients, up from 1-10. IAPD ↗
64
SJHL FINANCIAL GROUP — reports 101-250 financial-planning clients, up from 11-25. IAPD ↗
64
FORTIS GROUP ADVISORS LLC — reports 26-50 financial-planning clients, up from 1-10. IAPD ↗
64
BLUEBIRD WEALTH MANAGEMENT LLC — reports 101-250 financial-planning clients, up from 11-25. IAPD ↗
64
BLUEDOOR PRIVATE WEALTH, LLC — reports 101-250 financial-planning clients, up from 26-50. IAPD ↗
64
ADVISORSTRUST PARTNERS LLC — reports 101-250 financial-planning clients, up from 26-50. IAPD ↗
64
FOCUSED ALPHA, LLC — reports 251-500 financial-planning clients, up from 51-100. IAPD ↗
64
MOMENT PRIVATE WEALTH — reports 101-250 financial-planning clients, up from 26-50. IAPD ↗
64
INTEGRITY FINANCIAL ADVISORS, LLC — reports 101-250 financial-planning clients, up from 11-25. IAPD ↗
64
BLUEPRINT FINANCIAL ADVISORS — reports 51-100 financial-planning clients, up from 11-25. IAPD ↗
64
OPTIMIZE FINANCIAL INC. — reports 51-100 financial-planning clients, up from 1-10. IAPD ↗
64
TRADEWINDS, LLC — reports 251-500 financial-planning clients, up from 51-100. IAPD ↗
64
THE WEALTH BOUTIQUE — reports 51-100 financial-planning clients, up from 1-10. IAPD ↗
64
ENTREWEALTH — reports 101-250 financial-planning clients, up from 26-50. IAPD ↗
64
COGENT PRIVATE WEALTH — reports 26-50 financial-planning clients, up from 1-10. IAPD ↗
64
HERITAGE FAMILY OFFICES, LLP — reports 251-500 financial-planning clients, up from 51-100. IAPD ↗
64
DOWNTOWN WEALTH STUDIOS, LLC — reports 11-25 financial-planning clients, up from 0. IAPD ↗
64
SOCIALTRADER — reports 26-50 financial-planning clients, up from 0. IAPD ↗
64
ELYXIUM WEALTH LLC — reports 26-50 financial-planning clients, up from 1-10. IAPD ↗
64
IMPACT CAPITAL PARTNERS LLC — reports 51-100 financial-planning clients, up from 11-25. IAPD ↗
64
FCIG WEALTH MANAGEMENT, LLC — reports 26-50 financial-planning clients, up from 0. IAPD ↗
64
RELATION WEALTH MANAGEMENT, INC. — reports 11-25 financial-planning clients, up from 0. IAPD ↗
64
ABUNDANT WEALTH MANAGEMENT LLC — reports 26-50 financial-planning clients, up from 0. IAPD ↗
64
SERENITY CAPITAL ADVISORS INC. — reports 26-50 financial-planning clients, up from 0. IAPD ↗
64
PLUM POINTE WEALTH MANAGEMENT — reports 26-50 financial-planning clients, up from 0. IAPD ↗
64
MORANGIE MANAGEMENT LLC — reports 51-100 financial-planning clients, up from 11-25. IAPD ↗
64
LUNIN-PACK PLANNING AND ADVICE, LLC — reports 26-50 financial-planning clients, up from 0. IAPD ↗
64
SESTANTE FAMILY OFFICE — reports 11-25 financial-planning clients, up from 0. IAPD ↗
64
ASCENT ADVISORS — reports 26-50 financial-planning clients, up from 0. IAPD ↗
64
ODYSSEY GROUP WEALTH ADVISORS — reports 11-25 financial-planning clients, up from 0. IAPD ↗
64
HYPHEN WEALTH MANAGEMENT — reports 26-50 financial-planning clients, up from 0. IAPD ↗
64
SPRING STREET WEALTH — reports 26-50 financial-planning clients, up from 0. IAPD ↗
64
PIEDMONT PRIVATE WEALTH, LLC — reports 26-50 financial-planning clients, up from 0. IAPD ↗
63
RICHARDS MERRILL WEALTH MANAGEMENT — reported RAUM up 25% ($514.5M -> $643.6M). IAPD ↗
63
M. E. ALLISON & CO., INC. — reported RAUM up 27% ($287.4M -> $366.4M). IAPD ↗
63
TRUBEE WEALTH ADVISORS, INC. — reported RAUM up 26% ($724.2M -> $911.5M). IAPD ↗
63
WESTBOURNE INVESTMENTS, INC. — reported RAUM up 25% ($221.1M -> $276.4M). IAPD ↗
63
PALOUSE CAPITAL MANAGEMENT, INC. — reported RAUM up 25% ($326.5M -> $408.5M). IAPD ↗
63
CLARITI WEALTH ADVISORS — reported RAUM up 28% ($622.2M -> $797.6M). IAPD ↗
63
INVICTUS TIMING SERVICE LTD — reported RAUM up 42% ($72.5M -> $103.0M). IAPD ↗
63
C.M.BIDWELL & ASSOCIATES LTD — reported RAUM up 25% ($213.3M -> $267.1M). IAPD ↗
63
CUTLER CAPITAL MANAGEMENT — reported RAUM up 27% ($339.9M -> $430.8M). IAPD ↗
63
KELMAN LAZAROV INC — reported RAUM up 27% ($705.4M -> $894.6M). IAPD ↗
63
LAFFER TENGLER INVESTMENTS, INC. — reported RAUM up 29% ($622.0M -> $800.1M). IAPD ↗
63
IRONWOOD INVESTMENT MANAGEMENT, LLC — reported RAUM up 25% ($221.9M -> $278.2M). IAPD ↗
63
SEABRIDGE INVESTMENT ADVISORS LLC — reported RAUM up 26% ($610.4M -> $771.2M). IAPD ↗
63
VAWTER FINANCIAL LTD — reported RAUM up 26% ($313.6M -> $394.4M). IAPD ↗
63
STRATEGY ASSET MANAGERS L.L.C. — reported RAUM up 25% ($741.5M -> $930.1M). IAPD ↗
63
INTEGRIS WEALTH MANAGEMENT, LLC — reported RAUM up 28% ($635.1M -> $812.0M). IAPD ↗
63
LGT FINANCIAL ADVISORS LLC — reported RAUM up 27% ($359.3M -> $456.1M). IAPD ↗
63
SHAKESPEARE WEALTH MANAGEMENT, LLC — reported RAUM up 25% ($512.5M -> $641.9M). IAPD ↗
63
DEW WEALTH MANAGEMENT — reported RAUM up 28% ($361.9M -> $464.7M). IAPD ↗
63
BENNINGTON FINANCIAL PLANNING GROUP — reported RAUM up 26% ($223.8M -> $281.5M). IAPD ↗
63
PLAN GROUP FINANCIAL, INC. — reported RAUM up 28% ($541.4M -> $690.3M). IAPD ↗
63
HEFFERNAN ADVISORY, INC. — reported RAUM up 30% ($315.9M -> $409.6M). IAPD ↗
63
MARATHON STRATEGIC ADVISORS, LLC — reported RAUM up 40% ($130.4M -> $182.7M). IAPD ↗
63
BMB ADVISERS LLC — reported RAUM up 25% ($523.1M -> $655.8M). IAPD ↗
63
JOHNSON WEALTH MANAGEMENT, LLC — reported RAUM up 26% ($256.9M -> $323.4M). IAPD ↗
63
CIG ASSET MANAGEMENT, INC. — reported RAUM up 40% ($137.1M -> $192.5M). IAPD ↗
63
FLORIAN FINANCIAL GROUP LLC — reported RAUM up 42% ($151.4M -> $215.0M). IAPD ↗
63
MILLER CAPITAL — reported RAUM up 30% ($240.4M -> $311.6M). IAPD ↗
63
PALISADE INVESTMENTS, LLC — reported RAUM up 27% ($513.0M -> $652.7M). IAPD ↗
63
SPECTRUM FINANCIAL ALLIANCE, LTD., L.L.C. — reported RAUM up 26% ($516.9M -> $653.6M). IAPD ↗
63
MCLAUGHLIN ASSET MANAGEMENT, INC. — reported RAUM up 41% ($125.3M -> $176.1M). IAPD ↗
63
HIGHLAND FINANCIAL ADVISORS, LLC — reported RAUM up 27% ($503.8M -> $640.0M). IAPD ↗
63
HORIKO CAPITAL MANAGEMENT LLC — reported RAUM up 29% ($369.0M -> $475.1M). IAPD ↗
63
CRAVENS & COMPANY WEALTH MANAGEMENT — reported RAUM up 25% ($248.4M -> $311.1M). IAPD ↗
63
ARROYO INVESTMENT GROUP, LLC — reported RAUM up 27% ($250.7M -> $319.5M). IAPD ↗
63
LIG CAPITAL MANAGEMENT, LLC — reported RAUM up 27% ($196.8M -> $250.4M). IAPD ↗
63
NORTHEAST PLANNING ASSOCIATES, INC. — reported RAUM up 26% ($327.7M -> $414.0M). IAPD ↗
63
THE RICE PARTNERSHIP, LLC — reported RAUM up 25% ($785.8M -> $985.5M). IAPD ↗
63
INTEGRITY FINANCIAL CORPORATION — reported RAUM up 28% ($680.1M -> $868.1M). IAPD ↗
63
TWIN LAKES CAPITAL — reported RAUM up 28% ($246.0M -> $314.7M). IAPD ↗
63
STONE HOUSE INVESTMENT MANAGEMENT, LLC — reported RAUM up 26% ($669.9M -> $841.7M). IAPD ↗
63
PEACHTREE WEALTH ADVISORS, INC — reported RAUM up 26% ($346.8M -> $436.8M). IAPD ↗
63
V2 FINANCIAL GROUP, LLC — reported RAUM up 27% ($276.8M -> $350.5M). IAPD ↗
63
MCDONOUGH CAPITAL MANAGEMENT, INC. — reported RAUM up 26% ($205.8M -> $258.3M). IAPD ↗
63
PARKER FINANCIAL LLC — reported RAUM up 25% ($217.0M -> $272.0M). IAPD ↗
63
WALSH & ASSOCIATES, LLC — reported RAUM up 25% ($660.2M -> $827.7M). IAPD ↗
63
REAP FINANCIAL GROUP, LLC — reported RAUM up 27% ($510.2M -> $648.2M). IAPD ↗
63
SEMMAX FINANCIAL ADVISORS, INC. — reported RAUM up 25% ($395.3M -> $495.4M). IAPD ↗
63
CONCISE CAPITAL MANAGEMENT, L.P. — reported RAUM up 29% ($649.9M -> $838.6M). IAPD ↗
63
QUATTRO ADVISORS L.L.C. — reported RAUM up 28% ($516.3M -> $661.7M). IAPD ↗
63
INTEGRAL WEALTH MANAGEMENT — reported RAUM up 26% ($535.8M -> $673.9M). IAPD ↗
63
NOBLEBRIDGE WEALTH — reported RAUM up 40% ($152.9M -> $214.5M). IAPD ↗
63
UDINE WEALTH MANAGEMENT INC. — reported RAUM up 26% ($217.3M -> $273.9M). IAPD ↗
63
UNITED ADVISORS AMERICA — reported RAUM up 26% ($353.7M -> $446.5M). IAPD ↗
63
JOSEPH P. LUCIA & ASSOCIATES, LLC — reported RAUM up 28% ($303.3M -> $388.0M). IAPD ↗
63
HOURGLASS CAPITAL, LLC — reported RAUM up 28% ($598.5M -> $768.9M). IAPD ↗
63
STRATEGENT FINANCIAL, LLC — reported RAUM up 26% ($297.4M -> $374.7M). IAPD ↗
63
CHRISTY CAPITAL MANAGEMENT, INC. — reported RAUM up 27% ($295.4M -> $376.3M). IAPD ↗
63
PACIFIC RIDGE CAPITAL PARTNERS, LLC — reported RAUM up 26% ($392.7M -> $494.6M). IAPD ↗
63
RMR WEALTH MANAGEMENT — reported RAUM up 44% ($135.8M -> $195.4M). IAPD ↗
63
ROVIN CAPITAL — reported RAUM up 29% ($710.7M -> $917.3M). IAPD ↗
63
COGENT STRATEGIC WEALTH LLC — reported RAUM up 26% ($265.9M -> $336.0M). IAPD ↗
63
MBIA CAPITAL ADVISORS — reported RAUM up 25% ($232.0M -> $290.2M). IAPD ↗
63
MILLINGTON FINANCIAL ADVISORS, LLC — reported RAUM up 30% ($224.4M -> $291.4M). IAPD ↗
63
EFINANCIAL ALLIANCE, LLC — reported RAUM up 29% ($225.8M -> $291.9M). IAPD ↗
63
FIDELIS IM — reported RAUM up 26% ($243.7M -> $306.1M). IAPD ↗
63
OPAL ADVISORS — reported RAUM up 43% ($121.5M -> $174.0M). IAPD ↗
63
BRIGHT ROAD WEALTH MANAGEMENT, LLC — reported RAUM up 27% ($349.5M -> $443.3M). IAPD ↗
63
ORCAM FINANCIAL GROUP, LLC — reported RAUM up 42% ($168.3M -> $238.9M). IAPD ↗
63
CONSILIUM WEALTH ADVISORY, LLC — reported RAUM up 29% ($312.6M -> $404.6M). IAPD ↗
63
THINAGEE INVESTMENTS INC. — reported RAUM up 26% ($210.0M -> $265.4M). IAPD ↗
63
LIND CAPITAL PARTNERS — reported RAUM up 41% ($167.1M -> $235.0M). IAPD ↗
63
WINDROCK WEALTH MANAGEMENT — reported RAUM up 25% ($290.6M -> $363.2M). IAPD ↗
63
PEAK WEALTH MANAGEMENT, LLC — reported RAUM up 27% ($352.0M -> $446.0M). IAPD ↗
63
PROFUSION PRIVATE WEALTH — reported RAUM up 41% ($124.9M -> $175.7M). IAPD ↗
63
MCBEATH FINANCIAL GROUP — reported RAUM up 29% ($223.2M -> $287.0M). IAPD ↗
63
X-SQUARE CAPITAL — reported RAUM up 28% ($616.9M -> $790.9M). IAPD ↗
63
FOUNDATION WEALTH MANAGEMENT, LLC — reported RAUM up 26% ($326.8M -> $411.9M). IAPD ↗
63
ARMSTRONG DIXON — reported RAUM up 28% ($350.5M -> $447.5M). IAPD ↗
63
MD FINANCIAL ADVISORS / VESTMENT FINANCIAL — reported RAUM up 25% ($243.2M -> $304.3M). IAPD ↗
63
SECURE FINANCIAL MANAGEMENT — reported RAUM up 27% ($313.7M -> $399.8M). IAPD ↗
63
TA CAPITAL MANAGEMENT, LLC — reported RAUM up 28% ($343.9M -> $438.9M). IAPD ↗
63
TRANSATLANTIQUE PRIVATE WEALTH LLC — reported RAUM up 30% ($676.2M -> $878.8M). IAPD ↗
63
CERDA MUNOZ ADVISORS, INC — reported RAUM up 27% ($209.2M -> $265.7M). IAPD ↗
63
GALLAGHER CAPITAL ADVISORS, LLC — reported RAUM up 30% ($202.6M -> $263.1M). IAPD ↗
63
NORTH STAR ADVISORY GROUP, LLC — reported RAUM up 28% ($226.5M -> $289.1M). IAPD ↗
63
WRENNE FINANCIAL PLANNING LLC — reported RAUM up 29% ($231.3M -> $297.9M). IAPD ↗
63
WEALTHBUILDERS INVESTMENTS — reported RAUM up 41% ($122.3M -> $172.6M). IAPD ↗
63
PROFESSIONAL FINANCIAL ADVISORS, LLC — reported RAUM up 25% ($614.1M -> $769.8M). IAPD ↗
63
STONE PINE FINANCIAL PARTNERS — reported RAUM up 29% ($199.0M -> $256.8M). IAPD ↗
63
CASTLEVIEW PARTNERS, LLC — reported RAUM up 26% ($331.2M -> $416.9M). IAPD ↗
63
CURRAN FINANCIAL PARTNERS, LLC — reported RAUM up 26% ($592.9M -> $749.4M). IAPD ↗
63
POLARIS FINANCIAL, LLC — reported RAUM up 41% ($49.6M -> $70.2M). IAPD ↗
63
PROSPERITEA PLANNING — reported RAUM up 42% ($125.0M -> $176.9M). IAPD ↗
63
PENNEY FINANCIAL — reported RAUM up 29% ($236.1M -> $303.5M). IAPD ↗
63
HIGHLAND CONSULTING ASSOCIATES INTERNATIONAL, INC. — reported RAUM up 42% ($53.9M -> $76.6M). IAPD ↗
63
AQUILANT ADVISORS — reported RAUM up 29% ($215.6M -> $278.8M). IAPD ↗
63
KINETIC INVESTMENT MANAGEMENT, INC. — reported RAUM up 29% ($348.2M -> $450.9M). IAPD ↗
63
BRAVE EAGLE WEALTH MANAGEMENT — reported RAUM up 40% ($72.0M -> $101.0M). IAPD ↗
63
PLUM STREET ADVISORS, LLC — reported RAUM up 29% ($359.4M -> $462.8M). IAPD ↗
63
DECKER RETIREMENT PLANNING INC. — reported RAUM up 26% ($285.1M -> $359.9M). IAPD ↗
63
RETIREWISE TAX AND WEALTH ADVISORS, INC. — reported RAUM up 43% ($170.1M -> $242.8M). IAPD ↗
63
MAXIMAI INVESTMENT PARTNERS, LLC — reported RAUM up 29% ($538.7M -> $695.8M). IAPD ↗
63
ELITE INCOME ADVISORS, INC. — reported RAUM up 42% ($150.1M -> $213.4M). IAPD ↗
63
HIGGINS & SCHMIDT WEALTH STRATEGIES LLC — reported RAUM up 30% ($215.1M -> $279.5M). IAPD ↗
63
G2 CAPITAL MANAGEMENT, LLC — reported RAUM up 27% ($596.1M -> $756.5M). IAPD ↗
63
SPECTRA INVESTMENT MANAGEMENT, LLC — reported RAUM up 26% ($243.7M -> $306.8M). IAPD ↗
63
HAMILTON WEALTH, LLC — reported RAUM up 26% ($553.7M -> $697.8M). IAPD ↗
63
ASTON CAPITAL MANAGEMENT — reported RAUM up 29% ($553.8M -> $711.8M). IAPD ↗
63
WEALTH ADVISORS GROUP, LLC — reported RAUM up 29% ($215.9M -> $278.5M). IAPD ↗
63
FDI WEALTH MANAGEMENT, LLC — reported RAUM up 29% ($219.3M -> $283.8M). IAPD ↗
63
CLEAR RETIREMENT ADVICE LLC — reported RAUM up 42% ($108.2M -> $153.4M). IAPD ↗
63
SHORE POINT ADVISORS, LLC — reported RAUM up 28% ($257.0M -> $327.7M). IAPD ↗
63
CANTON HATHAWAY LLC — reported RAUM up 29% ($672.7M -> $866.1M). IAPD ↗
63
ASIO CAPITAL LLC — reported RAUM up 30% ($621.5M -> $805.1M). IAPD ↗
63
WOOD TARVER FINANCIAL — reported RAUM up 25% ($390.3M -> $489.0M). IAPD ↗
63
KENNONDALE CAPITAL MANAGEMENT — reported RAUM up 41% ($100.4M -> $141.9M). IAPD ↗
63
RM PRIVATE WEALTH MANAGEMENT — reported RAUM up 27% ($268.7M -> $340.9M). IAPD ↗
63
HUDSON VALUE PARTNERS, LLC — reported RAUM up 28% ($530.7M -> $678.3M). IAPD ↗
63
CONVERGENCE FINANCIAL — reported RAUM up 29% ($703.4M -> $904.0M). IAPD ↗
63
PRESIDIO CAPITAL MANAGEMENT, LLC — reported RAUM up 26% ($397.4M -> $498.9M). IAPD ↗
63
EAGLE BLUFFS WEALTH MANAGEMENT LLC — reported RAUM up 27% ($230.9M -> $294.2M). IAPD ↗
63
REVERE CAPITAL MANAGEMENT LP — reported RAUM up 44% ($96.5M -> $138.7M). IAPD ↗
63
FOURTH DIMENSION WEALTH, LLC — reported RAUM up 26% ($283.6M -> $356.4M). IAPD ↗
63
46 PEAKS INVESTMENT ADVISORY GROUP — reported RAUM up 28% ($212.3M -> $272.1M). IAPD ↗
63
GREY FOX WEALTH ADVISORS, LLC — reported RAUM up 28% ($544.1M -> $698.8M). IAPD ↗
63
ACT CAPITAL MANAGEMENT, LLC — reported RAUM up 42% ($115.1M -> $163.9M). IAPD ↗
63
THREE CORD TRUE WEALTH MANAGEMENT, LLC — reported RAUM up 26% ($252.2M -> $317.9M). IAPD ↗
63
FORTRESS WEALTH PLANNING — reported RAUM up 29% ($615.7M -> $793.9M). IAPD ↗
63
RIDGELINE WEALTH PLANNING LLC — reported RAUM up 29% ($200.5M -> $259.6M). IAPD ↗
63
PMV CAPITAL ADVISERS, LLC — reported RAUM up 42% ($92.8M -> $132.0M). IAPD ↗
63
AMARA FINANCIAL, LLC — reported RAUM up 25% ($200.1M -> $250.5M). IAPD ↗
63
FORTRESS WEALTH GROUP — reported RAUM up 27% ($345.0M -> $439.1M). IAPD ↗
63
HF ADVISORY GROUP, LLC — reported RAUM up 28% ($250.4M -> $321.5M). IAPD ↗
63
RISE ADVISORS, LLC — reported RAUM up 29% ($340.9M -> $441.2M). IAPD ↗
63
DRIVEN INVESTMENTS LLC — reported RAUM up 42% ($168.6M -> $239.2M). IAPD ↗
63
OPTIMA CAPITAL LLC — reported RAUM up 30% ($292.8M -> $379.8M). IAPD ↗
63
TOWER WEALTH PARTNERS — reported RAUM up 26% ($350.5M -> $440.4M). IAPD ↗
63
LOGAN STONE — reported RAUM up 29% ($513.1M -> $664.3M). IAPD ↗
63
SAIPH CAPITAL, LLC — reported RAUM up 27% ($361.4M -> $459.4M). IAPD ↗
63
UNIQUE WEALTH, LLC — reported RAUM up 26% ($766.5M -> $965.6M). IAPD ↗
63
PARAGON PRIVATE WEALTH MANAGEMENT LLC — reported RAUM up 29% ($354.9M -> $457.9M). IAPD ↗
63
TFP MANAGEMENT, LLC — reported RAUM up 25% ($217.7M -> $273.0M). IAPD ↗
63
ROOTED WEALTH ADVISORS — reported RAUM up 28% ($318.3M -> $408.8M). IAPD ↗
63
INNOVATIVE WEALTH BUILDING LLC — reported RAUM up 25% ($525.0M -> $657.2M). IAPD ↗
63
PROATHLETE WEALTH MANAGEMENT LLC — reported RAUM up 29% ($312.0M -> $402.2M). IAPD ↗
63
COLLECTIVE WEALTH PARTNERS, LLC — reported RAUM up 41% ($42.5M -> $59.9M). IAPD ↗
63
SECOND 50 FINANCIAL — reported RAUM up 26% ($271.5M -> $341.6M). IAPD ↗
63
AJ ADVISORS — reported RAUM up 30% ($303.5M -> $393.9M). IAPD ↗
63
FEG CURIO INVESTMENT PARTNERS, LLC — reported RAUM up 41% ($138.3M -> $195.3M). IAPD ↗
63
BRAZOS WEALTH ADVISORS LLC — reported RAUM up 40% ($130.8M -> $183.7M). IAPD ↗
63
ABLE FINANCIAL GROUP, LLC — reported RAUM up 28% ($571.0M -> $732.9M). IAPD ↗
63
MEMBERS WEALTH LLC — reported RAUM up 29% ($217.3M -> $279.6M). IAPD ↗
63
VARRA FINANCIAL — reported RAUM up 29% ($237.5M -> $305.6M). IAPD ↗
63
WILLIAMS & NOVAK WEALTH MANAGEMENT, LLC — reported RAUM up 30% ($263.9M -> $342.8M). IAPD ↗
63
WAGNER WEALTH MANAGEMENT, CORP. — reported RAUM up 42% ($104.7M -> $148.7M). IAPD ↗
63
CAP SIX ADVISORS — reported RAUM up 27% ($268.2M -> $340.8M). IAPD ↗
63
PRECEDENT WEALTH PARTNERS, LLC — reported RAUM up 28% ($535.6M -> $685.0M). IAPD ↗
63
ACCELERATE RETIREMENT — reported RAUM up 30% ($242.8M -> $315.4M). IAPD ↗
63
GAINLINE FINANCIAL PARTNERS, LLC — reported RAUM up 28% ($273.1M -> $348.6M). IAPD ↗
63
SALUS FINANCIAL ADVISORS — reported RAUM up 29% ($203.1M -> $262.6M). IAPD ↗
63
FELLOWSHIP FINANCIAL PLANNING — reported RAUM up 28% ($362.4M -> $465.3M). IAPD ↗
63
BONA FIDE WEALTH — reported RAUM up 42% ($101.6M -> $144.2M). IAPD ↗
63
LAFISE GLOBAL ADVISORS LLC — reported RAUM up 28% ($544.5M -> $699.0M). IAPD ↗
63
QTR FAMILY WEALTH, LLC — reported RAUM up 29% ($582.8M -> $749.3M). IAPD ↗
63
LEE-KELLEHER WEALTH MANAGEMENT — reported RAUM up 27% ($198.9M -> $252.4M). IAPD ↗
63
HARBORFRONT FINANCIAL GROUP — reported RAUM up 43% ($104.2M -> $149.0M). IAPD ↗
63
CLARION WEALTH MANAGEMENT PARTNERS — reported RAUM up 26% ($312.4M -> $394.8M). IAPD ↗
63
WARNER WEALTH — reported RAUM up 26% ($362.8M -> $458.5M). IAPD ↗
63
CAMBIENT FAMILY OFFICE, LLC — reported RAUM up 28% ($668.8M -> $857.9M). IAPD ↗
63
ACTIVE WEALTH ADVISORS — reported RAUM up 43% ($52.6M -> $75.4M). IAPD ↗
63
ESI FINANCIAL ADVISORS — reports 251-500 financial-planning clients, up from 101-250. IAPD ↗
63
INDEPENDENT FINANCIAL GROUP, LLC — reports More than 500 financial-planning clients, up from 251-500. IAPD ↗
63
PRUDENT MANAGEMENT ASSOCIATES — reports 26-50 financial-planning clients, up from 11-25. IAPD ↗
63
WELLS FARGO ADVISORS — reports 51-100 financial-planning clients, up from 26-50. IAPD ↗
63
SILVER OAK SECURITIES, INC. — reports 101-250 financial-planning clients, up from 51-100. IAPD ↗
63
PALISADE CAPITAL MANAGEMENT, LP — reports 51-100 financial-planning clients, up from 26-50. IAPD ↗
63
KAYNE ANDERSON RUDNICK INVESTMENT MANAGEMENT, LLC — reports More than 500 financial-planning clients, up from 251-500. IAPD ↗
63
NPF INVESTMENT ADVISORS — reports 101-250 financial-planning clients, up from 51-100. IAPD ↗
63
D.F. DENT AND COMPANY, INC. — reports 1-10 financial-planning clients, up from 0. IAPD ↗
63
PROFESSIONAL ADVISORY SERVICES INC — reports 51-100 financial-planning clients, up from 26-50. IAPD ↗
63
KLINGENSTEIN FIELDS ADVISORS — reports 101-250 financial-planning clients, up from 51-100. IAPD ↗
63
ALBION FINANCIAL GROUP — reports More than 500 financial-planning clients, up from 251-500. IAPD ↗
63
PHYSICIAN WEALTH ADVISORS, INC. — reports 11-25 financial-planning clients, up from 1-10. IAPD ↗
63
BNY MELLON ADVISORS, INC. — reports 1-10 financial-planning clients, up from 0. IAPD ↗
63
PARSONS CAPITAL MANAGEMENT INC — reports 26-50 financial-planning clients, up from 11-25. IAPD ↗
63
PERRYMAN FINANCIAL ADVISORY, INC. — reports More than 500 financial-planning clients, up from 251-500. IAPD ↗
63
HOWARD FINANCIAL SERVICES, LTD. — reports 11-25 financial-planning clients, up from 1-10. IAPD ↗
63
EARNED WEALTH ADVISORS, LLC — reports 11-25 financial-planning clients, up from 1-10. IAPD ↗
63
MILLER INVESTMENT MANAGEMENT, LP — reports 26-50 financial-planning clients, up from 11-25. IAPD ↗
63
SPECTRUM INVESTMENT ADVISORS, INC. — reports 26-50 financial-planning clients, up from 11-25. IAPD ↗
63
HCR WEALTH ADVISORS — reports 26-50 financial-planning clients, up from 11-25. IAPD ↗
63
CAPITAL ADVANTAGE, INC. — reports 51-100 financial-planning clients, up from 26-50. IAPD ↗
63
CIBC PRIVATE WEALTH ADVISORS, INC. — reports More than 500 financial-planning clients, up from 251-500. IAPD ↗
63
HIGHLAND CONSULTING ASSOCIATES INC. — reports 11-25 financial-planning clients, up from 1-10. IAPD ↗
63
NWF ADVISORY SERVICES INC — reports 101-250 financial-planning clients, up from 51-100. IAPD ↗
63
SARATOGA RESEARCH & INVESTMENT MANAGEMENT — reports 11-25 financial-planning clients, up from 1-10. IAPD ↗
63
COOKSON PEIRCE WEALTH MANAGEMENT — reports More than 500 financial-planning clients, up from 251-500. IAPD ↗
63
GREAT LAKES ADVISORS, LLC — reports 101-250 financial-planning clients, up from 51-100. IAPD ↗
63
CG ADVISORY SERVICES — reports 51-100 financial-planning clients, up from 26-50. IAPD ↗
63
CPC ADVISORS, LLC — reports 101-250 financial-planning clients, up from 51-100. IAPD ↗
63
IRON GATE GLOBAL ADVISORS — reports 251-500 financial-planning clients, up from 101-250. IAPD ↗
63
SAND HILL GLOBAL ADVISORS, LLC — reports More than 500 financial-planning clients, up from 251-500. IAPD ↗
63
LYNX INVESTMENT ADVISORY, LLC — reports 51-100 financial-planning clients, up from 26-50. IAPD ↗
63
HERITAGE INVESTMENT GROUP, INC. — reports 251-500 financial-planning clients, up from 101-250. IAPD ↗
63
ROCKBRIDGE INVESTMENT MANAGEMENT, LLC — reports 251-500 financial-planning clients, up from 101-250. IAPD ↗
63
VAN HULZEN FINANCIAL ADVISORS — reports 51-100 financial-planning clients, up from 26-50. IAPD ↗
63
SAX WEALTH ADVISORS, LLC — reports 51-100 financial-planning clients, up from 26-50. IAPD ↗
63
VERITY INVESTMENT PARTNERS — reports 251-500 financial-planning clients, up from 101-250. IAPD ↗
63
ANTOLINO WEALTH ADVISORS — reports More than 500 financial-planning clients, up from 251-500. IAPD ↗
63
SCHNIEDERS CAPITAL MANAGEMENT, LLC. — reports 11-25 financial-planning clients, up from 1-10. IAPD ↗
63
PINKERTON WEALTH PARTNERS — reports 1-10 financial-planning clients, up from 0. IAPD ↗
63
PATHWAY FINANCIAL ADVISORS, LLC — reports 251-500 financial-planning clients, up from 101-250. IAPD ↗
63
JFG FAMILY OFFICE — reports 101-250 financial-planning clients, up from 51-100. IAPD ↗
63
KLINGMAN AND ASSOCIATES, LLC — reports More than 500 financial-planning clients, up from 251-500. IAPD ↗
63
STRAIGHTLINE — reports 251-500 financial-planning clients, up from 101-250. IAPD ↗
63
TORTOISE INVESTMENT MANAGEMENT, LLC — reports More than 500 financial-planning clients, up from 251-500. IAPD ↗
63
CERTUITY, LLC — reports 101-250 financial-planning clients, up from 51-100. IAPD ↗
63
WALDRON PRIVATE WEALTH — reports More than 500 financial-planning clients, up from 251-500. IAPD ↗
63
AUREUS ASSET MANAGEMENT, LLC — reports 26-50 financial-planning clients, up from 11-25. IAPD ↗
63
REYNDERS, MCVEIGH CAPITAL MANAGEMENT, LLC — reports 26-50 financial-planning clients, up from 11-25. IAPD ↗
63
FOUNDERS FINANCIAL SECURITIES, LLC — reports 101-250 financial-planning clients, up from 51-100. IAPD ↗
63
CORNERSTONE ADVISORS ASSET MANAGEMENT, LLC — reports 26-50 financial-planning clients, up from 11-25. IAPD ↗
63
J.J. BURNS & COMPANY — reports 51-100 financial-planning clients, up from 26-50. IAPD ↗
63
GREENWICH WEALTH MANAGEMENT, LLC — reports 101-250 financial-planning clients, up from 51-100. IAPD ↗
63
BENEFIT FINANCIAL SERVICES GROUP — reports 251-500 financial-planning clients, up from 101-250. IAPD ↗
63
HECK CAPITAL ADVISORS, LLC — reports 101-250 financial-planning clients, up from 51-100. IAPD ↗
63
SUMMIT ROCK ADVISORS, LP — reports 51-100 financial-planning clients, up from 26-50. IAPD ↗
63
ADDISON CAPITAL — reports 26-50 financial-planning clients, up from 11-25. IAPD ↗
63
HOLLOW BROOK WEALTH MANAGEMENT LLC — reports 101-250 financial-planning clients, up from 51-100. IAPD ↗
63
REDHAWK WEALTH ADVISORS, INC. — reports 11-25 financial-planning clients, up from 1-10. IAPD ↗
63
FORT POINT CAPITAL PARTNERS LLC — reports 251-500 financial-planning clients, up from 101-250. IAPD ↗
63
GARDE CAPITAL, INC. — reports More than 500 financial-planning clients, up from 251-500. IAPD ↗
63
ANDINA ADVISORS — reports 251-500 financial-planning clients, up from 101-250. IAPD ↗
63
NORTHWEST WEALTH MANAGEMENT, LLC — reports 1-10 financial-planning clients, up from 0. IAPD ↗
63
INDEPENDENCE ASSET ADVISORS, LLC — reports 1-10 financial-planning clients, up from 0. IAPD ↗
63
ASHTON THOMAS PRIVATE WEALTH — reports 26-50 financial-planning clients, up from 11-25. IAPD ↗
63
DT INVESTMENT PARTNERS, LLC — reports 101-250 financial-planning clients, up from 51-100. IAPD ↗
63
LEGACY FINANCIAL ADVISORS, INC. — reports More than 500 financial-planning clients, up from 251-500. IAPD ↗
63
TFO FAMILY OFFICE PARTNERS — reports 11-25 financial-planning clients, up from 1-10. IAPD ↗
63
ANGELES WEALTH MANAGEMENT, LLC — reports 51-100 financial-planning clients, up from 26-50. IAPD ↗
63
ROTHSCHILD WEALTH LLC — reports 251-500 financial-planning clients, up from 101-250. IAPD ↗
63
MARSHALL + STERLING WEALTH ADVISORS, INC. — reports 11-25 financial-planning clients, up from 1-10. IAPD ↗
63
ZEVIN ASSET MANAGEMENT, LLC — reports 101-250 financial-planning clients, up from 51-100. IAPD ↗
63
VESTOR CAPITAL, LLC — reports 251-500 financial-planning clients, up from 101-250. IAPD ↗
63
APTUS CAPITAL ADVISORS, LLC — reports 251-500 financial-planning clients, up from 101-250. IAPD ↗
63
INDEPENDENT ADVISOR ALLIANCE, LLC — reports 101-250 financial-planning clients, up from 51-100. IAPD ↗
63
WEALTHSHIELD PARTNERS, LLC — reports 26-50 financial-planning clients, up from 11-25. IAPD ↗
63
FOURSTAR WEALTH ADVISORS, LLC — reports 101-250 financial-planning clients, up from 51-100. IAPD ↗
63
CAPITAL PLANNING ADVISORS LLC — reports 1-10 financial-planning clients, up from 0. IAPD ↗
63
NEWEDGE ADVISORS — reports More than 500 financial-planning clients, up from 251-500. IAPD ↗
63
GEOMETRIC WEALTH ADVISORS, LLC — reports 251-500 financial-planning clients, up from 101-250. IAPD ↗
63
GOOD LIFE ADVISORS, LLC — reports 101-250 financial-planning clients, up from 51-100. IAPD ↗
63
GLOBAL RETIREMENT PARTNERS LLC — reports 101-250 financial-planning clients, up from 51-100. IAPD ↗
63
SANCTUARY ADVISORS, LLC — reports 101-250 financial-planning clients, up from 51-100. IAPD ↗
63
INTRUA FINANCIAL — reports 11-25 financial-planning clients, up from 1-10. IAPD ↗
63
TRILOGY CAPITAL, INC. — reports 1-10 financial-planning clients, up from 0. IAPD ↗
63
3EDGE ASSET MANAGEMENT, LP — reports 51-100 financial-planning clients, up from 26-50. IAPD ↗
63
CONTINUUM ADVISORY, LLC — reports 26-50 financial-planning clients, up from 11-25. IAPD ↗
63
MANHATTAN WEST ASSET MANAGEMENT, LLC — reports 11-25 financial-planning clients, up from 1-10. IAPD ↗
63
CLARK ASSET MANAGEMENT, LLC — reports 251-500 financial-planning clients, up from 101-250. IAPD ↗
63
CBIZ INVESTMENT ADVISORY SERVICES, LLC — reports 1-10 financial-planning clients, up from 0. IAPD ↗
63
FROST INVESTMENT SERVICES — reports More than 500 financial-planning clients, up from 251-500. IAPD ↗
63
CRESTWOOD ADVISORS — reports More than 500 financial-planning clients, up from 251-500. IAPD ↗
63
ONE CHARLES PRIVATE WEALTH — reports 251-500 financial-planning clients, up from 101-250. IAPD ↗
63
SLATESTONE WEALTH LLC — reports 51-100 financial-planning clients, up from 26-50. IAPD ↗
63
ARKOS GLOBAL ADVISORS, LLC — reports 51-100 financial-planning clients, up from 26-50. IAPD ↗
63
ALERA INVESTMENT ADVISORS, LLC — reports 51-100 financial-planning clients, up from 26-50. IAPD ↗
63
ROSSMORE PRIVATE CAPITAL, LLC — reports 251-500 financial-planning clients, up from 101-250. IAPD ↗
63
HIGH PROBABILITY ADVISORS, LLC — reports 251-500 financial-planning clients, up from 101-250. IAPD ↗
63
BRANDYWINE OAK PRIVATE WEALTH LLC — reports More than 500 financial-planning clients, up from 251-500. IAPD ↗
63
DAKOTA WEALTH, LLC — reports 26-50 financial-planning clients, up from 11-25. IAPD ↗
63
SUMMIT FINANCIAL, LLC — reports 251-500 financial-planning clients, up from 101-250. IAPD ↗
63
TRANSCEND CAPITAL ADVISORS, LLC — reports More than 500 financial-planning clients, up from 251-500. IAPD ↗
63
HOHIMER WEALTH MANAGEMENT, LLC — reports 11-25 financial-planning clients, up from 1-10. IAPD ↗
63
EVOKE ADVISORS — reports 101-250 financial-planning clients, up from 51-100. IAPD ↗
63
AMERICANA PARTNERS, LLC — reports 251-500 financial-planning clients, up from 101-250. IAPD ↗
63
WILLIAMS JONES WEALTH MANAGEMENT, LLC — reports More than 500 financial-planning clients, up from 251-500. IAPD ↗
63
VENTURE VISIONARY PARTNERS LLC — reports 251-500 financial-planning clients, up from 101-250. IAPD ↗
63
NEW EDGE WEALTH — reports 26-50 financial-planning clients, up from 11-25. IAPD ↗
63
CYNDEO WEALTH PARTNERS — reports 251-500 financial-planning clients, up from 101-250. IAPD ↗
63
NEW REPUBLIC PARTNERS — reports 51-100 financial-planning clients, up from 26-50. IAPD ↗
63
NAVITER WEALTH, LLC — reports 11-25 financial-planning clients, up from 1-10. IAPD ↗
63
SNOWWATER INVESTMENT PARTNERS, LLC — reports 11-25 financial-planning clients, up from 1-10. IAPD ↗
63
NEXT LEVEL PRIVATE LLC — reports 101-250 financial-planning clients, up from 51-100. IAPD ↗
63
GDS WEALTH MANAGEMENT — reports More than 500 financial-planning clients, up from 251-500. IAPD ↗
63
CASSADAY & COMPANY, INC. — reports 1-10 financial-planning clients, up from 0. IAPD ↗
63
AZIMUTH CAPITAL MANAGEMENT — reports 11-25 financial-planning clients, up from 1-10. IAPD ↗
63
APOLLON FINANCIAL, LLC — reports 1-10 financial-planning clients, up from 0. IAPD ↗
63
ETHOS FINANCIAL GROUP, LLC — reports 51-100 financial-planning clients, up from 26-50. IAPD ↗
63
SYON CAPITAL LLC — reports 1-10 financial-planning clients, up from 0. IAPD ↗
63
GATEWAY WEALTH PARTNERS, LLC — reports 51-100 financial-planning clients, up from 26-50. IAPD ↗
63
TITLEIST ASSET MANAGEMENT, LLC — reports 251-500 financial-planning clients, up from 101-250. IAPD ↗
63
UNITED ADVISOR GROUP — reports 26-50 financial-planning clients, up from 11-25. IAPD ↗
63
GC WEALTH MANAGEMENT RIA, LLC — reports 251-500 financial-planning clients, up from 101-250. IAPD ↗
63
CAPITAL INVESTMENT COUNSEL, LLC — reports 51-100 financial-planning clients, up from 26-50. IAPD ↗
63
ALLEGIANT WEALTH ADVISORS, LLC — reports 1-10 financial-planning clients, up from 0. IAPD ↗
63
WELLTH ADVISORY SERVICES, LLC — reports 51-100 financial-planning clients, up from 26-50. IAPD ↗
63
CASTLE ROCK ADVISORS LLC — reports 26-50 financial-planning clients, up from 11-25. IAPD ↗
63
A&M PRIVATE WEALTH PARTNERS, LLC — reports 11-25 financial-planning clients, up from 1-10. IAPD ↗
63
BURLING WEALTH PARTNERS — reports 11-25 financial-planning clients, up from 1-10. IAPD ↗
63
INDIVISIBLE PARTNERS — reports 1-10 financial-planning clients, up from 0. IAPD ↗
63
LATHROP INVESTMENT MANAGEMENT COMPANY — reports 11-25 financial-planning clients, up from 1-10. IAPD ↗
63
STONEBRIDGE FINANCIAL GROUP, LLC — reports 1-10 financial-planning clients, up from 0. IAPD ↗
62
ZERMATT WEALTH PARTNERS — reported RAUM up 36% ($116.0M -> $158.4M). IAPD ↗
62
ROBERT PRISKE, LLC — reported RAUM up 38% ($159.1M -> $219.9M). IAPD ↗
62
CORINTHIAN PARTNERS ASSET MANAGEMENT LLC — reported RAUM up 36% ($46.1M -> $62.9M). IAPD ↗
62
SEAMANS CAPITAL MANAGEMENT, LLC — reported RAUM up 37% ($124.8M -> $170.7M). IAPD ↗
62
GCI FINANCIAL GROUP — reported RAUM up 38% ($105.1M -> $145.1M). IAPD ↗
62
FOREVER FINANCIAL ADVISORS, LLC — reported RAUM up 36% ($52.9M -> $72.2M). IAPD ↗
62
TAURUS CAPITAL ADVISORS, LLC — reported RAUM up 38% ($167.2M -> $231.4M). IAPD ↗
62
WISCONSIN WEALTH ADVISORS, LLC — reported RAUM up 38% ($114.2M -> $157.6M). IAPD ↗
62
HIGHPASS ASSET MANAGEMENT LLC — reported RAUM up 39% ($156.7M -> $218.2M). IAPD ↗
62
INVESTABLE WEALTH, LLC — reported RAUM up 39% ($79.0M -> $110.0M). IAPD ↗
62
DEDICATED CAPITAL ADVISORS, LLC — reported RAUM up 36% ($119.2M -> $162.5M). IAPD ↗
62
OCTAVEWEALTH — reported RAUM up 36% ($22.1M -> $30.0M). IAPD ↗
62
BRIA CAPITAL GROUP, LLC — reported RAUM up 37% ($113.4M -> $155.1M). IAPD ↗
62
STONE STEPS FINANCIAL, LLC — reported RAUM up 39% ($105.4M -> $146.6M). IAPD ↗
62
VELTRIA ADVISORS CORP. — reported RAUM up 37% ($82.5M -> $113.2M). IAPD ↗
62
WINTHROP PARTNERS - EPA, LLC — reported RAUM up 37% ($59.8M -> $82.2M). IAPD ↗
62
FIRST AMERICAN ASSET ADVISORY, LLC — reported RAUM up 37% ($140.2M -> $191.8M). IAPD ↗
62
KUHN CAPITAL PARTNERS — reported RAUM up 35% ($125.8M -> $169.9M). IAPD ↗
62
ADVANCED PORTFOLIO STRATEGIES — reported RAUM up 37% ($158.7M -> $217.4M). IAPD ↗
62
KEENAN FINANCIAL — reported RAUM up 37% ($148.0M -> $202.5M). IAPD ↗
62
BUCKET LIST WEALTH MANAGEMENT, LLC — reported RAUM up 38% ($162.6M -> $224.2M). IAPD ↗
62
CIRRUS CAPITAL LLC — reported RAUM up 37% ($124.3M -> $170.4M). IAPD ↗
62
PRESTON INVESTMENTS — reported RAUM up 35% ($146.3M -> $197.7M). IAPD ↗
62
PLANVEST FINANCIAL, INC. — reported RAUM up 40% ($126.0M -> $175.9M). IAPD ↗
62
CENTENNIAL ADVISORS, LLC — reported RAUM up 40% ($169.8M -> $237.3M). IAPD ↗
62
TOWN CAPITAL — reported RAUM up 38% ($121.9M -> $168.8M). IAPD ↗
62
CLP ASSET MANAGEMENT, LLC — reported RAUM up 36% ($127.7M -> $173.8M). IAPD ↗
62
ILLUMINATE WEALTH MANAGEMENT — reported RAUM up 40% ($120.1M -> $167.6M). IAPD ↗
62
REFLECTION ASSET MANAGEMENT — reported RAUM up 39% ($164.9M -> $228.9M). IAPD ↗
62
KDHB V CAPITAL MANAGEMENT, LLC — reported RAUM up 39% ($39.5M -> $54.8M). IAPD ↗
62
GRANTVEST FINANCIAL GROUP LLC — reported RAUM up 35% ($170.0M -> $230.0M). IAPD ↗
62
RWM CAPITAL, LLC — reported RAUM up 38% ($161.4M -> $222.4M). IAPD ↗
62
VILGA FINANCIAL PLANNING LLC — reported RAUM up 36% ($124.7M -> $169.3M). IAPD ↗
62
SIKORSKI WEALTH MANAGEMENT, LLC — reported RAUM up 36% ($102.7M -> $139.6M). IAPD ↗
62
GOLDEN ROAD ADVISORS LLC — reported RAUM up 40% ($170.0M -> $237.7M). IAPD ↗
62
DMLO WEALTH PLANNING, LLC — reported RAUM up 38% ($21.9M -> $30.4M). IAPD ↗
62
SENIOR TAX ADVISORY GROUP, INC. — reported RAUM up 39% ($88.5M -> $122.8M). IAPD ↗
62
BURGESS INVESTMENT GROUP, LLC — reported RAUM up 35% ($109.0M -> $147.1M). IAPD ↗
62
LUMIERE FINANCIAL — reported RAUM up 38% ($59.9M -> $82.7M). IAPD ↗
62
HALLSTATT ADVISORS L.P. — reported RAUM up 38% ($156.0M -> $214.6M). IAPD ↗
62
BLALOCK WILLIAMS, LLC — reported RAUM up 38% ($176.2M -> $242.6M). IAPD ↗
62
HYJC CAPITAL OF WNY — reported RAUM up 38% ($59.8M -> $82.6M). IAPD ↗
62
ECHELONS CAPITAL, LLC — reported RAUM up 37% ($127.1M -> $174.4M). IAPD ↗
62
1015 CAPITAL PARTNERS, LLC — reported RAUM up 36% ($110.2M -> $150.4M). IAPD ↗
62
DLK INVESTMENT ADVISORS, LLC — reported RAUM up 40% ($100.7M -> $140.7M). IAPD ↗
62
RESHAPE WEALTH — reported RAUM up 35% ($171.9M -> $232.2M). IAPD ↗
62
STEELE STREET CAPITAL LLC — reported RAUM up 38% ($101.7M -> $140.5M). IAPD ↗
62
HAMPTON ROCK WEALTH MANAGEMENT — reported RAUM up 35% ($142.1M -> $192.4M). IAPD ↗
62
TRUE WEALTH GROUP — reported RAUM up 40% ($108.5M -> $151.4M). IAPD ↗
62
PERSPECTIVE WEALTH ADVISORS — reported RAUM up 40% ($113.1M -> $158.0M). IAPD ↗
62
BQS FINANCIAL ADVISORS, LLC — reported RAUM up 37% ($165.0M -> $226.4M). IAPD ↗
62
ELKWATER CAPITAL — reported RAUM up 36% ($32.9M -> $44.8M). IAPD ↗
62
ALTERIS CAPITAL PARTNERS, LLC — reported RAUM up 38% ($101.2M -> $139.5M). IAPD ↗
62
WLTH CAPITAL MANAGEMENT, LLC — reported RAUM up 36% ($168.9M -> $229.8M). IAPD ↗
62
STONE LOFT WEALTH MANAGEMENT LLC — reported RAUM up 35% ($102.6M -> $138.6M). IAPD ↗
62
XCEPTION FAMILY OFFICE — reported RAUM up 36% ($138.7M -> $189.3M). IAPD ↗
61
MUTUAL OF OMAHA INVESTOR SERVICES, INC. — reported RAUM up 32% ($24.4M -> $32.0M). IAPD ↗
61
FINANCIAL CONSULTANTS GROUP INC — reported RAUM up 35% ($139.9M -> $188.2M). IAPD ↗
61
R & R FINANCIAL PLANNERS, INC. — reported RAUM up 30% ($46.2M -> $60.1M). IAPD ↗
61
BLACK HILL CAPITAL PARTNERS, LLC — reported RAUM up 31% ($51.8M -> $67.7M). IAPD ↗
61
PHASE III ADVISORY SERVICES, LTD — reported RAUM up 30% ($162.2M -> $210.9M). IAPD ↗
61
ALESSANDRA CAPITAL MANAGEMENT, LLC — reported RAUM up 33% ($115.5M -> $153.5M). IAPD ↗
61
OBERON ASSET MANAGEMENT, LLC — reported RAUM up 33% ($174.7M -> $232.7M). IAPD ↗
61
ECONOLOGICS FINANCIAL ADVISORS — reported RAUM up 30% ($140.8M -> $183.2M). IAPD ↗
61
STEWARDSHIP FINANCIAL PLANNING — reported RAUM up 32% ($49.8M -> $65.5M). IAPD ↗
61
LESA SROUFE & COMPANY, INC. — reported RAUM up 31% ($158.6M -> $207.3M). IAPD ↗
61
TURNER FINANCIAL GROUP, INC. — reported RAUM up 34% ($171.0M -> $229.6M). IAPD ↗
61
M.A. WHELAN FINANCIAL PLANNING — reported RAUM up 32% ($58.7M -> $77.4M). IAPD ↗
61
BRYDEN-ABRAMS INVESTMENT MANAGEMENT LLC — reported RAUM up 32% ($34.0M -> $45.0M). IAPD ↗
61
BESPOKE INVESTMENT GROUP, LLC — reported RAUM up 31% ($77.4M -> $101.3M). IAPD ↗
61
WATERFORD CAPITAL INVESTMENT ADVISORY SERVICES LLC — reported RAUM up 33% ($171.4M -> $228.5M). IAPD ↗
61
MASONBORO ADVISORS — reported RAUM up 32% ($155.9M -> $206.5M). IAPD ↗
61
RAYBURN WEST FINANCIAL SERVICES — reported RAUM up 34% ($180.4M -> $242.6M). IAPD ↗
61
SKYLINE FINANCIAL NORTHWEST — reported RAUM up 33% ($111.3M -> $148.3M). IAPD ↗
61
NARDIS ADVISORS LLC — reported RAUM up 30% ($140.6M -> $183.0M). IAPD ↗
61
RYDAR EQUITIES, INC. — reported RAUM up 32% ($150.0M -> $197.4M). IAPD ↗
61
LIBERTAS WEALTH MANAGEMENT GROUP, INC. — reported RAUM up 32% ($123.9M -> $163.1M). IAPD ↗
61
BARNETT CAPITAL ADVISORS LLC — reported RAUM up 31% ($122.8M -> $161.1M). IAPD ↗
61
OMICRON ADVISORS, LLC — reported RAUM up 32% ($114.9M -> $151.2M). IAPD ↗
61
PUREWATER CAPITAL, LLC — reported RAUM up 34% ($111.6M -> $149.5M). IAPD ↗
61
A SMARTER WAY TO INVEST — reported RAUM up 34% ($112.2M -> $150.0M). IAPD ↗
61
DYNAMIC WEALTH STRATEGIES, LLC — reported RAUM up 32% ($145.0M -> $190.7M). IAPD ↗
61
REDWOOD INVESTMENT GROUP, INC — reported RAUM up 31% ($176.4M -> $230.3M). IAPD ↗
61
BIRCHVIEW CAPITAL, LP — reported RAUM up 31% ($183.1M -> $239.1M). IAPD ↗
61
CFG RETIREMENT — reported RAUM up 33% ($181.8M -> $241.0M). IAPD ↗
61
GUIDE WEALTH MANAGEMENT — reported RAUM up 31% ($32.3M -> $42.1M). IAPD ↗
61
BUCKLEY CAPITAL ADVISORS, LLC — reported RAUM up 32% ($147.4M -> $193.8M). IAPD ↗
61
SHERMAN WEALTH MANAGEMENT LLC — reported RAUM up 31% ($122.0M -> $160.3M). IAPD ↗
61
HARDING WEALTH, INC. — reported RAUM up 31% ($162.1M -> $212.6M). IAPD ↗
61
MINERVA WEALTH ADVISORY — reported RAUM up 35% ($59.0M -> $79.5M). IAPD ↗
61
TEPP WEALTH MANAGEMENT — reported RAUM up 34% ($145.9M -> $195.7M). IAPD ↗
61
CLF ASSET MANAGEMENT, INC. — reported RAUM up 33% ($110.5M -> $146.9M). IAPD ↗
61
UNIFIED WEALTH MANAGEMENT LLC — reported RAUM up 34% ($113.0M -> $151.3M). IAPD ↗
61
RIDGELINE WEALTH ADVISORS, LLC. — reported RAUM up 33% ($141.7M -> $189.0M). IAPD ↗
61
CAM INVESTOR SOLUTIONS — reported RAUM up 33% ($116.5M -> $155.4M). IAPD ↗
61
ENTRUITY WEALTH, LLC — reported RAUM up 33% ($128.6M -> $171.3M). IAPD ↗
61
CRAFT WEALTH SERVICES — reported RAUM up 31% ($92.0M -> $120.8M). IAPD ↗
61
GPS FINANCIAL, LLC — reported RAUM up 34% ($57.8M -> $77.3M). IAPD ↗
61
KANE FINANCIAL — reported RAUM up 33% ($56.6M -> $75.2M). IAPD ↗
61
NORTH AMERICAN WEALTH ADVISORS INC. — reported RAUM up 30% ($181.9M -> $237.3M). IAPD ↗
61
WHITE OAK WEALTH MANAGEMENT — reported RAUM up 32% ($94.1M -> $124.2M). IAPD ↗
61
ODYSSEY CAPITAL ADVISORS INC. — reported RAUM up 31% ($144.4M -> $189.2M). IAPD ↗
61
BLUE POINT FINANCIAL, INC. — reported RAUM up 35% ($113.3M -> $152.7M). IAPD ↗
61
HAYES WEALTH ADVISORS, LLC — reported RAUM up 31% ($102.1M -> $133.3M). IAPD ↗
61
OPPORTUNUS WEALTH MANAGEMENT, LLC — reported RAUM up 33% ($77.2M -> $102.9M). IAPD ↗
61
ASTRA VENTURES — reported RAUM up 33% ($134.5M -> $179.6M). IAPD ↗
61
WICKHAM FINANCIAL & INSURANCE SERVICES — reported RAUM up 32% ($145.8M -> $193.0M). IAPD ↗
61
DIPAOLO FINANCIAL GROUP, INC. — reported RAUM up 33% ($125.9M -> $168.0M). IAPD ↗
61
SILICON BEACH WEALTH, LLC — reported RAUM up 32% ($143.8M -> $190.1M). IAPD ↗
61
LSB WEALTH MANAGEMENT — reported RAUM up 32% ($173.0M -> $228.8M). IAPD ↗
61
COMPREHENSIVE FINANCIAL CONSULTANTS — reported RAUM up 34% ($140.0M -> $187.3M). IAPD ↗
61
NEXWEALTH LLC — reported RAUM up 30% ($132.4M -> $172.2M). IAPD ↗
61
AVAIL INVESTMENT PARTNERS, LLC — reported RAUM up 33% ($138.6M -> $184.5M). IAPD ↗
61
ENZA FINANCIAL, LLC — reported RAUM up 31% ($146.5M -> $191.2M). IAPD ↗
61
KERUSSO CAPITAL MANAGEMENT, LLC — reported RAUM up 31% ($169.2M -> $222.4M). IAPD ↗
61
SHELLMAN INVESTMENT MANAGEMENT, LLC — reported RAUM up 33% ($157.3M -> $209.6M). IAPD ↗
61
BUCHANAN WEALTH MANAGEMENT — reported RAUM up 35% ($157.3M -> $212.0M). IAPD ↗
61
HDA WEALTH MANAGEMENT, LLC — reported RAUM up 34% ($119.1M -> $159.1M). IAPD ↗
61
ENTELEVEST, LLC — reported RAUM up 33% ($110.3M -> $147.0M). IAPD ↗
61
CONWAY PARTNERS — reported RAUM up 34% ($124.2M -> $166.3M). IAPD ↗
61
CROWN POINT WEALTH ADVISORS — reported RAUM up 31% ($141.5M -> $185.5M). IAPD ↗
61
BROOKLINE WEALTH, LLC — reported RAUM up 32% ($113.1M -> $149.0M). IAPD ↗
61
WILIAN SECURITIES, LLC — reported RAUM up 34% ($143.8M -> $192.7M). IAPD ↗
61
TRIO WEALTH MANAGEMENT, LLC — reported RAUM up 32% ($101.4M -> $134.0M). IAPD ↗
61
DEGREEN PRIVATE WEALTH, LLC — reported RAUM up 32% ($100.3M -> $132.8M). IAPD ↗
61
STRIVE FINANCIAL GROUP, LLC — reported RAUM up 31% ($188.0M -> $246.7M). IAPD ↗
61
PROSPER PRIVATE WEALTH — reported RAUM up 34% ($112.7M -> $150.8M). IAPD ↗
61
CANTERBURY CAPITAL WEALTH MANAGEMENT, LLC — reported RAUM up 31% ($100.5M -> $132.1M). IAPD ↗
61
M. E. ALLISON & CO., INC. — reports 1-10 financial-planning clients, up from 0. IAPD ↗
61
ONEAMERICA SECURITIES, INC. — reports 51-100 financial-planning clients, up from 26-50. IAPD ↗
61
ALLEGHENY INVESTMENTS — reports More than 500 financial-planning clients, up from 251-500. IAPD ↗
61
GILL CAPITAL PARTNERS — reports 101-250 financial-planning clients, up from 51-100. IAPD ↗
61
MOUNTAIN PACIFIC INVESTMENT ADVISERS, LLC — reports 26-50 financial-planning clients, up from 11-25. IAPD ↗
61
CLARITI WEALTH ADVISORS — reports 251-500 financial-planning clients, up from 101-250. IAPD ↗
61
PLANNED SOLUTIONS, INC. — reports 251-500 financial-planning clients, up from 101-250. IAPD ↗
61
FUTURE FINANCES INC — reports 251-500 financial-planning clients, up from 101-250. IAPD ↗
61
TARBOX FAMILY OFFICE, INC. — reports 101-250 financial-planning clients, up from 51-100. IAPD ↗
61
CHATHAM CAPITAL GROUP INC — reports 251-500 financial-planning clients, up from 101-250. IAPD ↗
61
VAN STRUM & TOWNE INC — reports 101-250 financial-planning clients, up from 51-100. IAPD ↗
61
SMITHBRIDGE ASSET MANAGEMENT, INC. — reports 251-500 financial-planning clients, up from 101-250. IAPD ↗
61
MONEY MANAGEMENT SERVICES INC — reports More than 500 financial-planning clients, up from 251-500. IAPD ↗
61
GRANT STREET ASSET MANAGEMENT INC — reports 51-100 financial-planning clients, up from 26-50. IAPD ↗
61
AVALON CAPITAL MANAGEMENT — reports 101-250 financial-planning clients, up from 51-100. IAPD ↗
61
FAGAN ASSOCIATES INC — reports 51-100 financial-planning clients, up from 26-50. IAPD ↗
61
KELMAN LAZAROV INC — reports 251-500 financial-planning clients, up from 101-250. IAPD ↗
61
PARK PLACE CAPITAL CORPORATION — reports 101-250 financial-planning clients, up from 51-100. IAPD ↗
61
AUXIER ASSET MANAGEMENT — reports 1-10 financial-planning clients, up from 0. IAPD ↗
61
WHITE LIGHTHOUSE INVESTMENT MANAGEMENT, INC. — reports 251-500 financial-planning clients, up from 101-250. IAPD ↗
61
FINANCIAL CONSULTANTS GROUP INC — reports 51-100 financial-planning clients, up from 11-25. IAPD ↗
61
THE ADVISORY GROUP OF SAN FRANCISCO, LLC — reports 51-100 financial-planning clients, up from 26-50. IAPD ↗
61
HALL CAPITAL MANAGEMENT COMPANY, INC. — reports 26-50 financial-planning clients, up from 11-25. IAPD ↗
61
JOHN E. SESTINA AND COMPANY — reports More than 500 financial-planning clients, up from 251-500. IAPD ↗
61
TOWER VIEW WEALTH MANAGEMENT LLC — reports 51-100 financial-planning clients, up from 26-50. IAPD ↗
61
MARK SHEPTOFF FINANCIAL PLANNING LLC — reports 251-500 financial-planning clients, up from 101-250. IAPD ↗
61
PRIVATE ASSET MANAGEMENT INC — reports 51-100 financial-planning clients, up from 11-25. IAPD ↗
61
RIVERPLACE CAPITAL MANAGEMENT INC — reports 1-10 financial-planning clients, up from 0. IAPD ↗
61
REDW WEALTH LLC — reports 51-100 financial-planning clients, up from 26-50. IAPD ↗
61
ROBERTS, GLORE & CO. — reports 11-25 financial-planning clients, up from 1-10. IAPD ↗
61
STUART INVESTMENT ADVISORS, INC. — reports 1-10 financial-planning clients, up from 0. IAPD ↗
61
MERIDIAN INVESTMENT ADVISORS — reports 26-50 financial-planning clients, up from 11-25. IAPD ↗
61
BRANDON FINANCIAL PLANNING, INC. — reports 251-500 financial-planning clients, up from 101-250. IAPD ↗
61
CMG CAPITAL MANAGEMENT GROUP, INC. — reports 1-10 financial-planning clients, up from 0. IAPD ↗
61
STEPHENSON AND COMPANY, INC. — reports 101-250 financial-planning clients, up from 51-100. IAPD ↗
61
CORRADO ADVISORS, LLC — reports 1-10 financial-planning clients, up from 0. IAPD ↗
61
MADDEN ADVISORY SERVICES, INC. — reports 51-100 financial-planning clients, up from 26-50. IAPD ↗
61
MWA FINANCIAL SERVICES, INC. — reports 51-100 financial-planning clients, up from 26-50. IAPD ↗
61
ADVISORS MANAGEMENT GROUP INC — reports 101-250 financial-planning clients, up from 51-100. IAPD ↗
61
DEW WEALTH MANAGEMENT — reports 251-500 financial-planning clients, up from 101-250. IAPD ↗
61
AMERICAN MONEY MANAGEMENT, LLC — reports 101-250 financial-planning clients, up from 51-100. IAPD ↗
61
MUSTARD SEED WEALTH MANAGEMENT — reports 101-250 financial-planning clients, up from 51-100. IAPD ↗
61
CASTLE WEALTH MANAGEMENT — reports 251-500 financial-planning clients, up from 101-250. IAPD ↗
61
ANDREWS ADVISORY ASSOCIATES, LLC — reports 1-10 financial-planning clients, up from 0. IAPD ↗
61
KASSOUF WEALTH ADVISORS, LLC — reports 11-25 financial-planning clients, up from 1-10. IAPD ↗
61
CARMEL CAPITAL PARTNERS, LLC — reports 26-50 financial-planning clients, up from 11-25. IAPD ↗
61
GEM ASSET MANAGEMENT, LLC — reports 251-500 financial-planning clients, up from 101-250. IAPD ↗
61
CORNERSTONE WEALTH ADVISORS, INC. — reports 1-10 financial-planning clients, up from 0. IAPD ↗
61
MCLAUGHLIN ASSET MANAGEMENT, INC. — reports 26-50 financial-planning clients, up from 1-10. IAPD ↗
61
HIGHLAND FINANCIAL ADVISORS, LLC — reports More than 500 financial-planning clients, up from 251-500. IAPD ↗
61
PRUDENT INVESTORS — reports 1-10 financial-planning clients, up from 0. IAPD ↗
61
CONFIDENCE WEALTH MANAGEMENT, INC. — reports More than 500 financial-planning clients, up from 251-500. IAPD ↗
61
NABITY-JENSEN INVESTMENT MANAGEMENT, INC. — reports 11-25 financial-planning clients, up from 1-10. IAPD ↗
61
ALJEN ASSET MANAGEMENT LLC — reports 101-250 financial-planning clients, up from 26-50. IAPD ↗
61
HOGANTAYLOR WEALTH — reports 101-250 financial-planning clients, up from 51-100. IAPD ↗
61
HURLEY CAPITAL, LLC — reports 101-250 financial-planning clients, up from 51-100. IAPD ↗
61
ABG CONSULTANTS — reports 11-25 financial-planning clients, up from 1-10. IAPD ↗
61
SENESCHAL FAMILY OFFICE — reports 51-100 financial-planning clients, up from 26-50. IAPD ↗
61
CRANBROOK WEALTH MANAGEMENT, LLC — reports 251-500 financial-planning clients, up from 101-250. IAPD ↗
61
WESTWOOD WEALTH MANAGEMENT — reports 26-50 financial-planning clients, up from 11-25. IAPD ↗
61
MONARCH WEALTH STRATEGIES — reports 251-500 financial-planning clients, up from 101-250. IAPD ↗
61
BAUGH & ASSOCIATES, LLC — reports 26-50 financial-planning clients, up from 11-25. IAPD ↗
61
Q3 ASSET MANAGEMENT CORPORATION — reports 1-10 financial-planning clients, up from 0. IAPD ↗
61
SPECTRUM STRATEGIC CAPITAL MANAGEMENT, LLC — reports 11-25 financial-planning clients, up from 1-10. IAPD ↗
61
STONE HOUSE INVESTMENT MANAGEMENT, LLC — reports 1-10 financial-planning clients, up from 0. IAPD ↗
61
KEYES, STANGE & WOOTEN WEALTH MANAGEMENT, LLC — reports 11-25 financial-planning clients, up from 1-10. IAPD ↗
61
OAK LANE ADVISORS — reports 11-25 financial-planning clients, up from 1-10. IAPD ↗
61
ARTIFEX FINANCIAL GROUP, LLC — reports 251-500 financial-planning clients, up from 101-250. IAPD ↗
61
INTEGRATED WEALTH MANAGEMENT, INC. — reports More than 500 financial-planning clients, up from 251-500. IAPD ↗
61
MERIT FINANCIAL PARTNERS LLC — reports 51-100 financial-planning clients, up from 26-50. IAPD ↗
61
ASSETBUILDER, INC. — reports 11-25 financial-planning clients, up from 1-10. IAPD ↗
61
TRUE WEALTH DESIGN, LLC — reports 251-500 financial-planning clients, up from 101-250. IAPD ↗
61
BROADVIEW FINANCIAL MANAGEMENT, LLC — reports 251-500 financial-planning clients, up from 101-250. IAPD ↗
61
SECURE ASSET MANAGEMENT, L.L.C. — reports 51-100 financial-planning clients, up from 26-50. IAPD ↗
61
HELMSTAR WEALTH MANAGEMENT — reports More than 500 financial-planning clients, up from 251-500. IAPD ↗
61
CORNELL POCHILY INVESTMENT ADVISORS, INC. — reports 11-25 financial-planning clients, up from 1-10. IAPD ↗
61
SIDOXIA CAPITAL MANAGEMENT, LLC — reports 11-25 financial-planning clients, up from 0. IAPD ↗
61
INTEGRAL WEALTH MANAGEMENT — reports 1-10 financial-planning clients, up from 0. IAPD ↗
61
PRINCETON GLOBAL ASSET MANAGEMENT LLC — reports 11-25 financial-planning clients, up from 1-10. IAPD ↗
61
AGH WEALTH ADVISORS, LLC — reports 101-250 financial-planning clients, up from 51-100. IAPD ↗
61
VISTICA WEALTH ADVISORS, LLC — reports 101-250 financial-planning clients, up from 51-100. IAPD ↗
61
COURAGE MILLER PARTNERS, LLC — reports 11-25 financial-planning clients, up from 1-10. IAPD ↗
61
DAVIS CAPITAL MANAGEMENT — reports 101-250 financial-planning clients, up from 51-100. IAPD ↗
61
MONTE FINANCIAL GROUP, LLC — reports 51-100 financial-planning clients, up from 26-50. IAPD ↗
61
KUBHERA ENTERPRISES LLC — reports 26-50 financial-planning clients, up from 11-25. IAPD ↗
61
WILLOW GROVE ADVISORS, LLC — reports 11-25 financial-planning clients, up from 1-10. IAPD ↗
61
FIRST FINANCIAL COACHING, INC. — reports 1-10 financial-planning clients, up from 0. IAPD ↗
61
ETESIAN WEALTH ADVISORS, INC. — reports 251-500 financial-planning clients, up from 101-250. IAPD ↗
61
AVONDALE WEALTH MANAGEMENT LLC — reports 1-10 financial-planning clients, up from 0. IAPD ↗
61
COGENT STRATEGIC WEALTH LLC — reports 101-250 financial-planning clients, up from 51-100. IAPD ↗
61
CONTINUUM WEALTH ADVISORS, LLC — reports 11-25 financial-planning clients, up from 1-10. IAPD ↗
61
PATHWAYS WEALTH MANAGEMENT, INC. — reports 1-10 financial-planning clients, up from 0. IAPD ↗
61
INTEGRITY INVESTMENT ADVISORS — reports 51-100 financial-planning clients, up from 26-50. IAPD ↗
61
MBIA CAPITAL ADVISORS — reports 101-250 financial-planning clients, up from 51-100. IAPD ↗
61
BROWN FINANCIAL ADVISORY — reports 251-500 financial-planning clients, up from 101-250. IAPD ↗
61
TRICORD ADVISORS, INC. — reports 51-100 financial-planning clients, up from 26-50. IAPD ↗
61
ALPHA SOLUTIONS INVESTMENT ADVISORS — reports 1-10 financial-planning clients, up from 0. IAPD ↗
61
CARSONALLARIA WEALTH MANAGEMENT, LTD. — reports More than 500 financial-planning clients, up from 251-500. IAPD ↗
61
STONEMARK WEALTH MANAGEMENT — reports 26-50 financial-planning clients, up from 11-25. IAPD ↗
61
BARNETT CAPITAL ADVISORS LLC — reports 26-50 financial-planning clients, up from 1-10. IAPD ↗
61
PACIFIC CAPITAL — reports 251-500 financial-planning clients, up from 101-250. IAPD ↗
61
ROI FINANCIAL — reports 251-500 financial-planning clients, up from 101-250. IAPD ↗
61
ROTHSCHILD CAPITAL PARTNERS — reports 11-25 financial-planning clients, up from 1-10. IAPD ↗
61
MORRIS & WELLS WEALTH MANAGEMENT — reports 101-250 financial-planning clients, up from 51-100. IAPD ↗
61
CORE WEALTH MANAGEMENT, INC. — reports 251-500 financial-planning clients, up from 101-250. IAPD ↗
61
ACCRETIVE WEALTH MANAGEMENT, LLC — reports 11-25 financial-planning clients, up from 1-10. IAPD ↗
61
PREVAIL WEALTH MANAGEMENT — reports 251-500 financial-planning clients, up from 101-250. IAPD ↗
61
AAF WEALTH MANAGEMENT, LLC — reports 1-10 financial-planning clients, up from 0. IAPD ↗
61
MOSAIC ADVISORS — reports 51-100 financial-planning clients, up from 26-50. IAPD ↗
61
STEEL TOWER INVESTMENTS — reports 26-50 financial-planning clients, up from 11-25. IAPD ↗
61
PEAK WEALTH MANAGEMENT, LLC — reports 1-10 financial-planning clients, up from 0. IAPD ↗
61
CASCADES CAPITAL ASSET MANAGEMENT, LLC — reports 26-50 financial-planning clients, up from 11-25. IAPD ↗
61
TL PRIVATE WEALTH — reports 251-500 financial-planning clients, up from 101-250. IAPD ↗
61
BYRNE FINANCIAL FREEDOM, LLC — reports 251-500 financial-planning clients, up from 101-250. IAPD ↗
61
EVERMONT WEALTH — reports 26-50 financial-planning clients, up from 11-25. IAPD ↗
61
COHEN INVESTMENT ADVISORS, LLC — reports 251-500 financial-planning clients, up from 101-250. IAPD ↗
61
360 FINANCIAL — reports 251-500 financial-planning clients, up from 101-250. IAPD ↗
61
O'CONNOR FINANCIAL GROUP LLC — reports 251-500 financial-planning clients, up from 101-250. IAPD ↗
61
TALLWOODS PARTNERS, LLC — reports 1-10 financial-planning clients, up from 0. IAPD ↗
61
MBM WEALTH CONSULTANTS, LLC — reports 251-500 financial-planning clients, up from 101-250. IAPD ↗
61
FINANCIAL COACH — reports 251-500 financial-planning clients, up from 101-250. IAPD ↗
61
POWERS ADVISORY GROUP, LLC — reports 11-25 financial-planning clients, up from 1-10. IAPD ↗
61
KEELER & NADLER FAMILY WEALTH — reports More than 500 financial-planning clients, up from 251-500. IAPD ↗
61
AUOUR INVESTMENTS LLC — reports 1-10 financial-planning clients, up from 0. IAPD ↗
61
MIRADOR CAPITAL PARTNERS — reports 1-10 financial-planning clients, up from 0. IAPD ↗
61
VANTAGE WEALTH PLANNING — reports 251-500 financial-planning clients, up from 101-250. IAPD ↗
61
TRED AVON FAMILY WEALTH, LLC — reports 11-25 financial-planning clients, up from 1-10. IAPD ↗
61
CORE WEALTH ADVISORS, INC. — reports 251-500 financial-planning clients, up from 101-250. IAPD ↗
61
LEGACY WEALTH MANAGEMENT, LLC — reports 26-50 financial-planning clients, up from 11-25. IAPD ↗
61
IRONWOOD WEALTH MANAGEMENT, LLC — reports More than 500 financial-planning clients, up from 251-500. IAPD ↗
61
CASTLEPOINT WEALTH ADVISORS — reports 251-500 financial-planning clients, up from 101-250. IAPD ↗
61
WILLIAM JOSEPH CAPITAL MANAGEMENT, INC. — reports 26-50 financial-planning clients, up from 11-25. IAPD ↗
61
FLOYD FINANCIAL GROUP LLC — reports More than 500 financial-planning clients, up from 101-250. IAPD ↗
61
GENCAP PORTFOLIO MANAGEMENT — reports 26-50 financial-planning clients, up from 11-25. IAPD ↗
61
GATES PASS ADVISORS, LLC — reports 51-100 financial-planning clients, up from 11-25. IAPD ↗
61
STEWARDSHIP ADVISORS, LLC — reports 26-50 financial-planning clients, up from 11-25. IAPD ↗
61
PANDOWEALTH. LLC — reports 251-500 financial-planning clients, up from 101-250. IAPD ↗
61
CWP PRIVATE WEALTH MANAGEMENT — reports 11-25 financial-planning clients, up from 1-10. IAPD ↗
61
MARQUETTE WEALTH MANAGEMENT — reports 51-100 financial-planning clients, up from 26-50. IAPD ↗
61
HURLOW WEALTH MANAGEMENT GROUP, INC. — reports 251-500 financial-planning clients, up from 101-250. IAPD ↗
61
SWEENEY & MICHEL, LLC — reports 1-10 financial-planning clients, up from 0. IAPD ↗
61
BECK BODE LLC — reports 251-500 financial-planning clients, up from 101-250. IAPD ↗
61
WHIPPLEWOOD ADVISORS, LLC — reports 1-10 financial-planning clients, up from 0. IAPD ↗
61
MERCURIO WEALTH ADVISORS — reports 26-50 financial-planning clients, up from 1-10. IAPD ↗
61
DECKER RETIREMENT PLANNING INC. — reports More than 500 financial-planning clients, up from 251-500. IAPD ↗
61
RAREVIEW CAPITAL LLC — reports 1-10 financial-planning clients, up from 0. IAPD ↗
61
QUAKER WEALTH MANAGEMENT LLC — reports 251-500 financial-planning clients, up from 101-250. IAPD ↗
61
DENVER WEALTH MANAGEMENT, INC. — reports 11-25 financial-planning clients, up from 1-10. IAPD ↗
61
GOALVEST ADVISORY LLC — reports 51-100 financial-planning clients, up from 26-50. IAPD ↗
61
SFG WEALTH MANAGEMENT — reports 1-10 financial-planning clients, up from 0. IAPD ↗
61
SUMMIT WEALTH AND RETIREMENT PARTNERS — reports 251-500 financial-planning clients, up from 101-250. IAPD ↗
61
COMMONWEALTH RETIREMENT INVESTMENTS LLC — reports 251-500 financial-planning clients, up from 101-250. IAPD ↗
61
INDEPENDENT WEALTH NETWORK, INC. — reports 51-100 financial-planning clients, up from 26-50. IAPD ↗
61
ROBBINS FARLEY LLC — reports 251-500 financial-planning clients, up from 101-250. IAPD ↗
61
CROSS FINANCIAL ADVISORS — reports 251-500 financial-planning clients, up from 101-250. IAPD ↗
61
LIBRA WEALTH LLC — reports 11-25 financial-planning clients, up from 1-10. IAPD ↗
61
MAYPORT WEALTH MANAGEMENT — reports 26-50 financial-planning clients, up from 11-25. IAPD ↗
61
MOMENTOUS WEALTH MANAGEMENT, INC. — reports 1-10 financial-planning clients, up from 0. IAPD ↗
61
KNOX WEALTH PARTNERS ADVISORY — reports 11-25 financial-planning clients, up from 1-10. IAPD ↗
61
FINANCIAL STRATEGIES GROUP, INC — reports 1-10 financial-planning clients, up from 0. IAPD ↗
61
LIVELIFE CAPITAL PARTNERS LLC — reports 251-500 financial-planning clients, up from 101-250. IAPD ↗
61
LITTLE HOUSE CAPITAL, LLC — reports 11-25 financial-planning clients, up from 1-10. IAPD ↗
61
FORTRESS PRIVATE LEDGER, LLC — reports More than 500 financial-planning clients, up from 251-500. IAPD ↗
61
FINIVI INC. — reports 51-100 financial-planning clients, up from 26-50. IAPD ↗
61
BLAKE SCHUTTER THEIL WEALTH ADVISORS, LLC — reports 51-100 financial-planning clients, up from 26-50. IAPD ↗
61
ARKFELD WEALTH STRATEGIES, L.L.C. — reports 1-10 financial-planning clients, up from 0. IAPD ↗
61
STEPHEN J. GARRY & ASSOCIATES, LLC — reports 11-25 financial-planning clients, up from 0. IAPD ↗
61
KAMICHU WEALTH MANAGEMENT LLC — reports 1-10 financial-planning clients, up from 0. IAPD ↗
61
WEALTHSPAN PARTNERS, LLC — reports 1-10 financial-planning clients, up from 0. IAPD ↗
61
SANDBOX FINANCIAL PARTNERS, LLC — reports 51-100 financial-planning clients, up from 26-50. IAPD ↗
61
HASSELL WEALTH MANAGEMENT — reports 11-25 financial-planning clients, up from 1-10. IAPD ↗
61
KEY CLIENT FIDUCIARY ADVISORS, LLC — reports 51-100 financial-planning clients, up from 26-50. IAPD ↗
61
VIRTUS FAMILY OFFICE — reports 1-10 financial-planning clients, up from 0. IAPD ↗
61
APPLE TREE ASSET MANAGEMENT, LLC — reports 11-25 financial-planning clients, up from 0. IAPD ↗
61
VEERY CAPITAL, LLC — reports 251-500 financial-planning clients, up from 101-250. IAPD ↗
61
HILTON HEAD CAPITAL PARTNERS, LLC — reports More than 500 financial-planning clients, up from 251-500. IAPD ↗
61
FOUNDRY FINANCIAL LLC — reports 101-250 financial-planning clients, up from 26-50. IAPD ↗
61
OPENAIR FINANCIAL, LLC — reports 1-10 financial-planning clients, up from 0. IAPD ↗
61
RANCH CAPITAL ADVISORS INC. — reports 251-500 financial-planning clients, up from 101-250. IAPD ↗
61
DAHRING | CUSMANO AND ASSOCIATES — reports 51-100 financial-planning clients, up from 26-50. IAPD ↗
61
EQUINUM, LLC — reports 26-50 financial-planning clients, up from 11-25. IAPD ↗
61
DEW POINT CAPITAL — reports More than 500 financial-planning clients, up from 251-500. IAPD ↗
61
BURKHOLDER WEALTH MANAGEMENT — reports 251-500 financial-planning clients, up from 101-250. IAPD ↗
61
LOFTIN WEALTH PARTNERS — reports 1-10 financial-planning clients, up from 0. IAPD ↗
61
BLACK KNIGHT WEALTH MANAGEMENT, LLC — reports 251-500 financial-planning clients, up from 101-250. IAPD ↗
61
BLUE ZONE WEALTH ADVISORS, LLC — reports 1-10 financial-planning clients, up from 0. IAPD ↗
61
SYNERGY INVESTMENT MANAGEMENT LLC — reports 11-25 financial-planning clients, up from 1-10. IAPD ↗
61
STONECROP WEALTH ADVISORS, LLC — reports 251-500 financial-planning clients, up from 101-250. IAPD ↗
61
DELAWARE WEALTH PLANNERS — reports 51-100 financial-planning clients, up from 26-50. IAPD ↗
61
LIGHTHOUSE WEALTH MANAGEMENT, LLC — reports 26-50 financial-planning clients, up from 1-10. IAPD ↗
61
BR WEALTH MANAGEMENT — reports 1-10 financial-planning clients, up from 0. IAPD ↗
61
RIDGELINE WEALTH PLANNING LLC — reports 251-500 financial-planning clients, up from 101-250. IAPD ↗
61
COHESION WEALTH MANAGEMENT, LLC — reports 11-25 financial-planning clients, up from 0. IAPD ↗
61
TRU INDEPENDENCE ASSET MANAGEMENT 2, LLC — reports 51-100 financial-planning clients, up from 26-50. IAPD ↗
61
STARK WEALTH MANAGEMENT LLC — reports 1-10 financial-planning clients, up from 0. IAPD ↗
61
SAN LUIS WEALTH ADVISORS — reports 251-500 financial-planning clients, up from 101-250. IAPD ↗
61
VON BORSTEL & ASSOCIATES — reports 1-10 financial-planning clients, up from 0. IAPD ↗
61
RISE ADVISORS, LLC — reports 11-25 financial-planning clients, up from 1-10. IAPD ↗
61
PACK PRIVATE WEALTH, LLC — reports 26-50 financial-planning clients, up from 11-25. IAPD ↗
61
INSTRUMENTAL WEALTH, LLC — reports 251-500 financial-planning clients, up from 101-250. IAPD ↗
61
CERRO PACIFIC WEALTH ADVISORS, LLC — reports 51-100 financial-planning clients, up from 26-50. IAPD ↗
61
MISSION FINANCIAL GROUP, LLC — reports 1-10 financial-planning clients, up from 0. IAPD ↗
61
REGENCY CAPITAL MANAGEMENT INC. — reports 101-250 financial-planning clients, up from 51-100. IAPD ↗
61
CABIN ADVISORS, LLC — reports 26-50 financial-planning clients, up from 1-10. IAPD ↗
61
SOUTHWEST INVESTMENT ADVISORS, INC. — reports 11-25 financial-planning clients, up from 1-10. IAPD ↗
61
WHEELHOUSE ADVISORY GROUP, LLC — reports More than 500 financial-planning clients, up from 251-500. IAPD ↗
61
PARAGON PRIVATE WEALTH MANAGEMENT LLC — reports 101-250 financial-planning clients, up from 51-100. IAPD ↗
61
FINANCIAL DESIGNS WEALTH MANAGEMENT — reports 1-10 financial-planning clients, up from 0. IAPD ↗
61
OLISTICO WEALTH, LLC — reports 51-100 financial-planning clients, up from 26-50. IAPD ↗
61
POWER WEALTH MANAGEMENT — reports 251-500 financial-planning clients, up from 101-250. IAPD ↗
61
SMART WEALTH, LLC — reports More than 500 financial-planning clients, up from 251-500. IAPD ↗
61
INTERGY PRIVATE WEALTH, LLC — reports 11-25 financial-planning clients, up from 1-10. IAPD ↗
61
CLOUD CAPITAL MANAGEMENT — reports 1-10 financial-planning clients, up from 0. IAPD ↗
61
UNCONVENTIONAL INVESTOR, LLC — reports 51-100 financial-planning clients, up from 26-50. IAPD ↗
61
HOXTON PLANNING & MANAGEMENT, LLC — reports 251-500 financial-planning clients, up from 101-250. IAPD ↗
61
RIALTO WEALTH MANAGEMENT — reports 251-500 financial-planning clients, up from 101-250. IAPD ↗
61
BALLAST ROCK PRIVATE WEALTH — reports 26-50 financial-planning clients, up from 11-25. IAPD ↗
61
AMERITY WEALTH MANAGEMENT, LLC — reports 1-10 financial-planning clients, up from 0. IAPD ↗
61
EQ WEALTH ADVISORS — reports 1-10 financial-planning clients, up from 0. IAPD ↗
61
ENCOMPASS MORE ASSET MANAGEMENT LLC — reports 26-50 financial-planning clients, up from 11-25. IAPD ↗
61
UNIQUE WEALTH STRATEGIES — reports 51-100 financial-planning clients, up from 26-50. IAPD ↗
61
VARRA FINANCIAL — reports 251-500 financial-planning clients, up from 101-250. IAPD ↗
61
CENTERPOINT ADVISORY GROUP, LLC — reports 11-25 financial-planning clients, up from 1-10. IAPD ↗
61
WEALTH MORE ENTERPRISE, INC. — reports 11-25 financial-planning clients, up from 0. IAPD ↗
61
THE PINES WEALTH MANAGEMENT, LLC — reports 51-100 financial-planning clients, up from 26-50. IAPD ↗
61
GAINLINE FINANCIAL PARTNERS, LLC — reports 251-500 financial-planning clients, up from 101-250. IAPD ↗
61
EVERNEST FINANCIAL ADVISORS — reports 1-10 financial-planning clients, up from 0. IAPD ↗
61
DELARME WEALTH MANAGEMENT, INC. — reports 51-100 financial-planning clients, up from 26-50. IAPD ↗
61
DIGITAL WEALTH PARTNERS — reports 1-10 financial-planning clients, up from 0. IAPD ↗
61
POTENTIA WEALTH — reports 26-50 financial-planning clients, up from 11-25. IAPD ↗
61
PLATFORM WEALTH ADVISORS — reports 1-10 financial-planning clients, up from 0. IAPD ↗
61
BALANCE WEALTH — reports 251-500 financial-planning clients, up from 101-250. IAPD ↗
61
FELLOWSHIP FINANCIAL PLANNING — reports 1-10 financial-planning clients, up from 0. IAPD ↗
61
ZEGA INVESTMENTS, LLC — reports 1-10 financial-planning clients, up from 0. IAPD ↗
61
OSPREY PRIVATE WEALTH LLC — reports 1-10 financial-planning clients, up from 0. IAPD ↗
61
STEELE STREET CAPITAL LLC — reports 11-25 financial-planning clients, up from 0. IAPD ↗
61
HAMPTON ROCK WEALTH MANAGEMENT — reports 11-25 financial-planning clients, up from 0. IAPD ↗
61
OWL CREEK WEALTH PARTNERS — reports 51-100 financial-planning clients, up from 26-50. IAPD ↗
61
DSG CAPITAL ADVISORS, LLC — reports 1-10 financial-planning clients, up from 0. IAPD ↗
61
ARENA PRIVATE WEALTH — reports 101-250 financial-planning clients, up from 51-100. IAPD ↗
61
UNITING WEALTH PARTNERS — reports 1-10 financial-planning clients, up from 0. IAPD ↗
61
TIDECREST WEALTH MANAGEMENT, LLC — reports 51-100 financial-planning clients, up from 11-25. IAPD ↗
61
AVENTURA PRIVATE WEALTH, LLC — reports 1-10 financial-planning clients, up from 0. IAPD ↗
61
BEATRICE ADVISORS LP — reports 11-25 financial-planning clients, up from 1-10. IAPD ↗
61
1808 CAPITAL PARTNERS — reports 1-10 financial-planning clients, up from 0. IAPD ↗
61
THE WELLINGTON GRP LLC — reports 1-10 financial-planning clients, up from 0. IAPD ↗
61
STONE TEMPLE PARTNERS LLC — reports 11-25 financial-planning clients, up from 1-10. IAPD ↗
61
INFLECTION CAPITAL MANAGEMENT, LLC — reports 11-25 financial-planning clients, up from 1-10. IAPD ↗
61
GBG WEALTH MANAGEMENT LLC — reports 11-25 financial-planning clients, up from 0. IAPD ↗
61
GAINSPOLETTI WEALTH PLANNERS — reports 11-25 financial-planning clients, up from 0. IAPD ↗
61
REDWOOD FAMILY WEALTH LLC — reports 11-25 financial-planning clients, up from 1-10. IAPD ↗
61
PARADIGM INVESTMENT ADVISORY, LLC — reports 1-10 financial-planning clients, up from 0. IAPD ↗
61
STEADTRUST — reports 1-10 financial-planning clients, up from 0. IAPD ↗
61
MARTIN, JAVAN VON — reports 1-10 financial-planning clients, up from 0. IAPD ↗
61
CAMBIENT FAMILY OFFICE, LLC — reports 1-10 financial-planning clients, up from 0. IAPD ↗
61
HOOVER PRIVATE WEALTH, LLC — reports 11-25 financial-planning clients, up from 0. IAPD ↗
61
PEARL PLANNING — reports 1-10 financial-planning clients, up from 0. IAPD ↗
61
INNOVATIVE ASSET ADVISORS GROUP — reports 1-10 financial-planning clients, up from 0. IAPD ↗
61
SAUL WEALTH ADVISORS, LLC — reports 11-25 financial-planning clients, up from 0. IAPD ↗
61
COLUCCI WEALTH MANAGEMENT LLC — reports 11-25 financial-planning clients, up from 0. IAPD ↗
61
DERRYRUSH WEALTH — reports 11-25 financial-planning clients, up from 0. IAPD ↗
61
TWENTY-FIVE CAPITAL PARTNERS — reports 11-25 financial-planning clients, up from 0. IAPD ↗
61
PEREON WEALTH LLC — reports 11-25 financial-planning clients, up from 0. IAPD ↗
61
STOREN FINANCIAL — reports 1-10 financial-planning clients, up from 0. IAPD ↗
60
RDM CAPITAL ASSOCIATES INC — reported RAUM up 29% ($127.6M -> $164.5M). IAPD ↗
60
HANSEATIC MANAGEMENT SERVICES INC — reported RAUM up 30% ($134.0M -> $174.0M). IAPD ↗
60
OHIGGINS ASSET MANAGEMENT INC — reported RAUM up 28% ($152.3M -> $194.8M). IAPD ↗
60
MEADOWBROOK WEALTH MANAGEMENT, LLC — reported RAUM up 28% ($86.2M -> $110.1M). IAPD ↗
60
SUMMIT PORTFOLIO MANAGEMENT LLC — reported RAUM up 26% ($169.7M -> $214.0M). IAPD ↗
60
J. MARK NICKELL & CO. — reported RAUM up 27% ($115.4M -> $146.4M). IAPD ↗
60
GARLIKOV ADVISORS INC — reported RAUM up 26% ($165.3M -> $207.6M). IAPD ↗
60
ALTIUS FINANCIAL, INC. — reported RAUM up 26% ($168.1M -> $212.2M). IAPD ↗
60
WHITE ROCK CAPITAL — reported RAUM up 26% ($172.3M -> $217.4M). IAPD ↗
60
J M BROWN FINANCIAL PARTNERS — reported RAUM up 28% ($158.0M -> $202.1M). IAPD ↗
60
CORE ALPHA, INC. — reported RAUM up 30% ($112.8M -> $146.1M). IAPD ↗
60
INCOME & ASSET ADVISORY, INC. — reported RAUM up 28% ($136.1M -> $174.8M). IAPD ↗
60
KOON FINANCIAL PLANNING & CONSULTING/KFP&C — reported RAUM up 28% ($114.5M -> $146.9M). IAPD ↗
60
LEGACY WEALTH ADVISORS, LLC — reported RAUM up 30% ($137.5M -> $178.3M). IAPD ↗
60
NEW ENGLAND SCHOONER, INC. — reported RAUM up 26% ($130.8M -> $165.2M). IAPD ↗
60
EDGEWATER PRO SPORTS FINANCIAL — reported RAUM up 25% ($180.0M -> $225.0M). IAPD ↗
60
ARGENT WEALTH MANAGEMENT, INC. — reported RAUM up 25% ($137.8M -> $172.4M). IAPD ↗
60
OPEN FIELD CAPITAL LLC — reported RAUM up 28% ($162.8M -> $208.1M). IAPD ↗
60
CURTIS FINANCIAL PLANNING — reported RAUM up 26% ($129.6M -> $163.5M). IAPD ↗
60
SCHAFFER & COMPANY ASSET MANAGEMENT, INC. — reported RAUM up 30% ($70.0M -> $90.8M). IAPD ↗
60
MANGAN WEALTH MANAGEMENT — reported RAUM up 28% ($173.0M -> $222.0M). IAPD ↗
60
APOLLO WEALTH MANAGEMENT, LLC — reported RAUM up 25% ($31.3M -> $39.3M). IAPD ↗
60
SUNDOWNER CAPITAL MANAGEMENT LLC — reported RAUM up 29% ($77.5M -> $99.7M). IAPD ↗
60
TAX EFFICIENT ASSET MANAGEMENT SOLUTION, INC. — reported RAUM up 29% ($114.5M -> $148.3M). IAPD ↗
60
INFINIUM INVESTMENT ADVISORS, LLC — reported RAUM up 29% ($101.7M -> $131.4M). IAPD ↗
60
BERKELEY CAPITAL MANAGEMENT, LLC — reported RAUM up 28% ($100.0M -> $128.5M). IAPD ↗
60
INTEGRITY WEALTH MANAGEMENT, INC. — reported RAUM up 29% ($126.7M -> $163.2M). IAPD ↗
60
REYES FINANCIAL ARCHITECTURE INC. — reported RAUM up 25% ($156.8M -> $196.2M). IAPD ↗
60
QUEST 10 WEALTH BUILDERS, INC. — reported RAUM up 27% ($187.7M -> $237.7M). IAPD ↗
60
MOUNTAIN VIEW STRATEGIC WEALTH, LLC — reported RAUM up 29% ($48.5M -> $62.5M). IAPD ↗
60
SAGE HILL CAPITAL — reported RAUM up 30% ($165.3M -> $214.3M). IAPD ↗
60
JEFFREY MATTHEWS WEALTH MANAGEMENT, LLC — reported RAUM up 27% ($127.2M -> $161.7M). IAPD ↗
60
GEREMIA FINANCIAL SERVICES, LLC — reported RAUM up 28% ($103.4M -> $132.2M). IAPD ↗
60
AMPHORA WEALTH MANAGEMENT, LLC — reported RAUM up 30% ($151.3M -> $196.2M). IAPD ↗
60
SEABORN FINANCIAL, LLC — reported RAUM up 29% ($117.3M -> $151.3M). IAPD ↗
60
HERITAGE WEALTH MANAGEMENT — reported RAUM up 30% ($118.3M -> $153.2M). IAPD ↗
60
WACKER & ASSOCIATES, INC. — reported RAUM up 27% ($141.7M -> $180.2M). IAPD ↗
60
EASTSOUND CAPITAL ADVISORS, LLC — reported RAUM up 28% ($167.7M -> $214.6M). IAPD ↗
60
INTRINSIC VALUE PARTNERS, LLC — reported RAUM up 25% ($176.0M -> $220.6M). IAPD ↗
60
FELTL ADVISORS — reported RAUM up 25% ($132.4M -> $165.6M). IAPD ↗
60
CASCADE FINANCIAL STRATEGIES — reported RAUM up 25% ($120.5M -> $150.9M). IAPD ↗
60
DAVIDOV FINANCIAL COACHING, LLC — reported RAUM up 27% ($112.9M -> $143.8M). IAPD ↗
60
STASH WEALTH, LLC — reported RAUM up 26% ($41.1M -> $51.7M). IAPD ↗
60
INVESTORS MOSAIC — reported RAUM up 29% ($148.4M -> $192.1M). IAPD ↗
60
ARBOR WEALTH MANAGEMENT, LLC — reported RAUM up 29% ($107.3M -> $138.1M). IAPD ↗
60
THIELEN CAPITAL CORPORATION — reported RAUM up 25% ($100.4M -> $126.0M). IAPD ↗
60
360 FINANCIAL PARTNERS, LLC — reported RAUM up 30% ($159.2M -> $206.5M). IAPD ↗
60
NOVA WEALTH MANAGEMENT, INC. — reported RAUM up 30% ($191.0M -> $247.5M). IAPD ↗
60
MACKAY FINANCIAL PLANNING, LLC — reported RAUM up 26% ($140.1M -> $176.0M). IAPD ↗
60
LEHMANN, LIVIAN, FRIDSON ADVISORS, LLC — reported RAUM up 25% ($67.3M -> $84.2M). IAPD ↗
60
LEVIN FUNDING GROUP LLC — reported RAUM up 28% ($168.2M -> $215.4M). IAPD ↗
60
BLAIR HALL ADVISORS, LLC — reported RAUM up 30% ($106.9M -> $138.8M). IAPD ↗
60
FORTUNE 45, LLC. — reported RAUM up 26% ($188.7M -> $237.7M). IAPD ↗
60
SOUNDHAVEN CAPITAL MANAGEMENT — reported RAUM up 27% ($159.4M -> $202.1M). IAPD ↗
60
UCAP AMERICAS — reported RAUM up 25% ($165.9M -> $208.2M). IAPD ↗
60
STRATACORE CAPITAL MANAGEMENT, LLC. — reported RAUM up 25% ($77.5M -> $97.0M). IAPD ↗
60
GUARDSMAN PRIVATE CAPITAL MANAGEMENT, INC. — reported RAUM up 29% ($161.6M -> $207.9M). IAPD ↗
60
BROADVIEW WEALTH MANAGEMENT, LLC — reported RAUM up 26% ($122.5M -> $154.9M). IAPD ↗
60
COSTELLO FINANCIAL PLANNING, INC. — reported RAUM up 29% ($168.1M -> $217.1M). IAPD ↗
60
BAYNTREE WEALTH ADVISORS, LLC — reported RAUM up 26% ($191.7M -> $241.1M). IAPD ↗
60
LEGACY WEALTH ADVISORS, LLC — reported RAUM up 29% ($102.8M -> $132.3M). IAPD ↗
60
CULTIVATING WEALTH — reported RAUM up 26% ($166.6M -> $209.8M). IAPD ↗
60
ARES FINANCIAL CONSULTING LLC — reported RAUM up 26% ($193.3M -> $243.9M). IAPD ↗
60
SONNET, LLC — reported RAUM up 26% ($117.5M -> $148.4M). IAPD ↗
60
CAPITAL ENDURANCE GROUP, INC — reported RAUM up 29% ($84.5M -> $108.8M). IAPD ↗
60
SJHL FINANCIAL GROUP — reported RAUM up 26% ($138.7M -> $174.5M). IAPD ↗
60
OUTBOUND FINANCIAL — reported RAUM up 28% ($117.7M -> $151.2M). IAPD ↗
60
VILLANOVA INVESTMENT MANAGEMENT COMPANY, LLC — reported RAUM up 26% ($114.0M -> $143.9M). IAPD ↗
60
T.M. WEALTH MANAGEMENT — reported RAUM up 29% ($162.8M -> $209.8M). IAPD ↗
60
ONE WEALTH INVESTORS — reported RAUM up 26% ($153.2M -> $193.5M). IAPD ↗
60
BOYCE & ASSOCIATES WEALTH CONSULTING, INC. — reported RAUM up 26% ($194.3M -> $244.6M). IAPD ↗
60
ACRYLIC FINANCIAL, INC. — reported RAUM up 26% ($58.4M -> $73.5M). IAPD ↗
60
PROCORE ADVISORS, LLC — reported RAUM up 30% ($110.9M -> $143.7M). IAPD ↗
60
RETIREMENT PLANNING SERVICES — reported RAUM up 25% ($196.6M -> $246.0M). IAPD ↗
60
PRISM PLANNING PARTNERS — reported RAUM up 26% ($191.4M -> $241.5M). IAPD ↗
60
JM2 CAPITAL INC. — reported RAUM up 28% ($186.4M -> $238.4M). IAPD ↗
60
STITES FINANCIAL CONSULTING — reported RAUM up 26% ($105.2M -> $132.3M). IAPD ↗
60
BEYOND WEALTH MANAGEMENT GROUP, LLC — reported RAUM up 30% ($107.4M -> $139.4M). IAPD ↗
60
THE PENSION GROUP — reported RAUM up 28% ($142.0M -> $182.4M). IAPD ↗
60
CANNON ADVISORS — reported RAUM up 28% ($142.4M -> $181.6M). IAPD ↗
60
SPARK FINANCIAL ADVISORS — reported RAUM up 27% ($115.8M -> $147.1M). IAPD ↗
60
EVER GREEN WEALTH MANAGEMENT, LLC — reported RAUM up 27% ($63.1M -> $80.3M). IAPD ↗
60
CAPITAL ADVISOR NETWORK — reported RAUM up 25% ($99.5M -> $124.5M). IAPD ↗
60
SAVIOR WEALTH — reported RAUM up 26% ($111.5M -> $140.2M). IAPD ↗
60
EUDAIMONIA ASSET MANAGEMENT, LLC — reported RAUM up 27% ($194.8M -> $246.9M). IAPD ↗
60
MERITED WEALTH, LLC — reported RAUM up 30% ($143.4M -> $186.1M). IAPD ↗
60
FIDUCIARY WEALTH GROUP, LLC — reported RAUM up 27% ($140.0M -> $178.0M). IAPD ↗
60
BRENTVIEW INVESTMENT MANAGEMENT, LLC — reported RAUM up 26% ($185.9M -> $233.4M). IAPD ↗
60
OAK CREST ADVISORY, LLC — reported RAUM up 29% ($70.0M -> $90.2M). IAPD ↗
60
CAPITAL CS GROUP, LLC — reported RAUM up 30% ($175.4M -> $227.3M). IAPD ↗
60
PARABLE WEALTH ADVISORS — reported RAUM up 25% ($140.9M -> $176.3M). IAPD ↗
60
EUDAIMONIA WEALTH — reported RAUM up 25% ($28.5M -> $35.8M). IAPD ↗
60
INDEPENDENCE WEALTH ADVISORS, LLC — reported RAUM up 29% ($162.8M -> $210.3M). IAPD ↗
60
BRIAN LOW FINANCIAL GROUP, LLC — reported RAUM up 30% ($184.2M -> $239.3M). IAPD ↗
60
SECFI ADVISORY LIMITED — reported RAUM up 30% ($174.0M -> $225.9M). IAPD ↗
60
COMPLETE ADVISORS — reported RAUM up 25% ($67.3M -> $84.2M). IAPD ↗
60
EVOLUTION WEALTH MANAGEMENT INC. — reported RAUM up 28% ($134.5M -> $171.7M). IAPD ↗
60
PARKVIEW ASSET MANAGEMENT, INC. — reported RAUM up 28% ($160.5M -> $206.1M). IAPD ↗
60
DELTA WEALTH ADVISORS LLC — reported RAUM up 26% ($120.5M -> $151.8M). IAPD ↗
60
WEALTHPLANS, LLC — reported RAUM up 27% ($173.1M -> $219.6M). IAPD ↗
60
MARKIN ASSET MANAGEMENT, LP — reported RAUM up 27% ($120.3M -> $152.5M). IAPD ↗
60
VITA PLANNING GROUP LLC — reported RAUM up 30% ($64.6M -> $83.7M). IAPD ↗
60
MAIDEN COVE CAPITAL — reported RAUM up 26% ($122.3M -> $153.7M). IAPD ↗
60
PARVIN ASSET MANAGEMENT, LLC — reported RAUM up 27% ($141.0M -> $179.0M). IAPD ↗
60
GRAMERCY STRATEGIC CAPITAL LLC — reported RAUM up 26% ($197.3M -> $247.9M). IAPD ↗
60
STRADA FINANCIAL GROUP LLC — reported RAUM up 26% ($125.9M -> $159.2M). IAPD ↗
60
CROSS BORDER FINANCIAL PLANNING USA LLC — reported RAUM up 28% ($114.7M -> $147.2M). IAPD ↗
60
THE WEALTH BOUTIQUE — reported RAUM up 28% ($94.1M -> $120.8M). IAPD ↗
60
JANSEN WEALTH MANAGEMENT LLC — reported RAUM up 26% ($104.7M -> $132.3M). IAPD ↗
60
BEST LIFE INFINITY, LLC — reported RAUM up 25% ($38.5M -> $48.2M). IAPD ↗
60
ICW HOLDINGS, LLC — reported RAUM up 26% ($107.7M -> $136.2M). IAPD ↗
60
ASSET MANAGEMENT GROUP — reported RAUM up 29% ($155.7M -> $200.1M). IAPD ↗
60
STAGE WEALTH MANAGEMENT, INC. — reported RAUM up 26% ($82.3M -> $103.5M). IAPD ↗
60
MONTHIE WEALTH ADVISORS — reported RAUM up 29% ($55.3M -> $71.1M). IAPD ↗
60
LEGACY SOLUTIONS, LLC — reported RAUM up 26% ($192.8M -> $243.8M). IAPD ↗
60
UNIFY FINANCIAL ADVISORS — reported RAUM up 26% ($123.7M -> $155.8M). IAPD ↗
60
BROADWAY ADVISOR GROUP — reported RAUM up 29% ($166.6M -> $214.9M). IAPD ↗
60
INFINITY ADVISORY GROUP — reported RAUM up 26% ($102.7M -> $128.9M). IAPD ↗
60
POINTER FINANCIAL ADVISORS LLC — reported RAUM up 27% ($139.4M -> $176.4M). IAPD ↗
60
RIGDEN CAPITAL STRATEGIES — reported RAUM up 25% ($104.1M -> $130.1M). IAPD ↗
60
WATERCOLOR FINANCIAL — reported RAUM up 27% ($184.8M -> $234.8M). IAPD ↗
60
TIDE COVE CAPITAL PARTNERS LLC — reported RAUM up 29% ($142.1M -> $183.1M). IAPD ↗
60
MURPHY & MULLICK CAPITAL MANAGEMENT CORP — reported RAUM up 28% ($136.3M -> $174.1M). IAPD ↗
60
RDG CAPITAL MANAGEMENT LLC — reported RAUM up 26% ($104.8M -> $131.8M). IAPD ↗
60
FCIG WEALTH MANAGEMENT, LLC — reported RAUM up 29% ($107.3M -> $138.4M). IAPD ↗
60
EXPRESSIVE WEALTH LLC — reported RAUM up 26% ($131.1M -> $165.2M). IAPD ↗
60
917 ADVISORY SERVICES LLC — reported RAUM up 29% ($130.2M -> $167.5M). IAPD ↗
60
PLANWISER FINANCIAL — reported RAUM up 26% ($134.1M -> $169.1M). IAPD ↗
60
WAYVE CAPITAL MANAGEMENT, LLC — reported RAUM up 29% ($136.2M -> $175.1M). IAPD ↗
60
EXIT WEALTH ADVISORS — reported RAUM up 30% ($187.2M -> $243.2M). IAPD ↗
60
ELLIS FINANCIAL PLANNING — reported RAUM up 29% ($140.5M -> $180.7M). IAPD ↗
60
STATERA WEALTH MANAGEMENT — reported RAUM up 27% ($145.0M -> $184.7M). IAPD ↗
60
VIAQUEST ADVISORS LLC — reported RAUM up 26% ($138.8M -> $174.4M). IAPD ↗
60
THE BREIT GROUP — reported RAUM up 29% ($102.2M -> $131.6M). IAPD ↗
60
FORS FINANCIAL — reported RAUM up 26% ($107.3M -> $134.9M). IAPD ↗
60
HOOVER PRIVATE WEALTH, LLC — reported RAUM up 30% ($132.0M -> $171.3M). IAPD ↗
58
OPPENHEIMER + CLOSE, LLC — reports 26-50 financial-planning clients, up from 11-25. IAPD ↗
58
1ST DISCOUNT BROKERAGE, INC. — reports 1-10 financial-planning clients, up from 0. IAPD ↗
58
F.I.G. FINANCIAL ADVISORY SERVICES, INC. — reports 101-250 financial-planning clients, up from 51-100. IAPD ↗
58
DELTA ADVISORY GROUP, INC. — reports 11-25 financial-planning clients, up from 1-10. IAPD ↗
58
HANSEATIC MANAGEMENT SERVICES INC — reports 26-50 financial-planning clients, up from 11-25. IAPD ↗
58
CLAREMONT FINANCIAL GROUP,INC. — reports 1-10 financial-planning clients, up from 0. IAPD ↗
58
MEADOWBROOK WEALTH MANAGEMENT, LLC — reports 1-10 financial-planning clients, up from 0. IAPD ↗
58
CHANCELLOR WEALTH MANAGEMENT, INC. — reports 101-250 financial-planning clients, up from 51-100. IAPD ↗
58
PROFOCUS INCORPORATED — reports 101-250 financial-planning clients, up from 51-100. IAPD ↗
58
D.H. HILL ADVISORS, INC. — reports 1-10 financial-planning clients, up from 0. IAPD ↗
58
BEACON FINANCIAL ADVISORS — reports 26-50 financial-planning clients, up from 11-25. IAPD ↗
58
COLMAN KNIGHT ADVISORY GROUP, LLC — reports 101-250 financial-planning clients, up from 51-100. IAPD ↗
58
SENSIBLE PORTFOLIOS, LLC — reports 26-50 financial-planning clients, up from 11-25. IAPD ↗
58
SHUTTLEWORTH & COMPANY — reports 1-10 financial-planning clients, up from 0. IAPD ↗
58
INTERACTIVE FINANCIAL ADVISORS — reports 11-25 financial-planning clients, up from 1-10. IAPD ↗
58
KOON FINANCIAL PLANNING & CONSULTING/KFP&C — reports 11-25 financial-planning clients, up from 1-10. IAPD ↗
58
COLCHESTER INVESTMENT COUNSEL LLC — reports 11-25 financial-planning clients, up from 1-10. IAPD ↗
58
MARKIZ WEALTH MANAGEMENT — reports 11-25 financial-planning clients, up from 1-10. IAPD ↗
58
KCD FINANCIAL, INC. — reports 51-100 financial-planning clients, up from 26-50. IAPD ↗
58
ALCOSTA CAPITAL MANAGEMENT, INC. — reports 1-10 financial-planning clients, up from 0. IAPD ↗
58
INVESTMENT INSIGHT WEALTH MANAGEMENT, LLC — reports 1-10 financial-planning clients, up from 0. IAPD ↗
58
GRANGE CAPITAL, LLC — reports 26-50 financial-planning clients, up from 11-25. IAPD ↗
58
COLE WEALTH MANAGEMENT, LLC — reports 251-500 financial-planning clients, up from 101-250. IAPD ↗
58
ALTAMONT WEALTH MANAGEMENT, INC. — reports 1-10 financial-planning clients, up from 0. IAPD ↗
58
COASTWISE CAPITAL GROUP, LLC — reports 11-25 financial-planning clients, up from 1-10. IAPD ↗
58
GRANITE STATE RETIREMENT PLANNING, INC. — reports 1-10 financial-planning clients, up from 0. IAPD ↗
58
ABRIDGE PARTNERS, LLC — reports 1-10 financial-planning clients, up from 0. IAPD ↗
58
CORNERSTONE WEALTH PARTNERS, LLC — reports 1-10 financial-planning clients, up from 0. IAPD ↗
58
GUARDIAN WEALTH MANAGEMENT — reports 11-25 financial-planning clients, up from 1-10. IAPD ↗
58
ARBUS CAPITAL MANAGEMENT, LLC — reports 1-10 financial-planning clients, up from 0. IAPD ↗
58
BERKELEY CAPITAL MANAGEMENT, LLC — reports 1-10 financial-planning clients, up from 0. IAPD ↗
58
SAFRAN WEALTH ADVISORS, LLC — reports 101-250 financial-planning clients, up from 51-100. IAPD ↗
58
CLADIS INVESTMENT ADVISORY LLC — reports 1-10 financial-planning clients, up from 0. IAPD ↗
58
QUEST 10 WEALTH BUILDERS, INC. — reports 1-10 financial-planning clients, up from 0. IAPD ↗
58
CAPITAL WEALTH ADVISORS, LTD. — reports 11-25 financial-planning clients, up from 1-10. IAPD ↗
58
ALLOS INVESTMENT ADVISORS, LLC — reports 26-50 financial-planning clients, up from 11-25. IAPD ↗
58
STRATEGIC PORTFOLIO SOLUTIONS, LLC — reports 1-10 financial-planning clients, up from 0. IAPD ↗
58
FORTY THREE EIGHTEEN ADVISORS, LLC — reports 1-10 financial-planning clients, up from 0. IAPD ↗
58
AMPHORA WEALTH MANAGEMENT, LLC — reports 101-250 financial-planning clients, up from 51-100. IAPD ↗
58
BRIGHTPATH WEALTH PLANNING, LLC — reports 11-25 financial-planning clients, up from 1-10. IAPD ↗
58
DONALIES FINANCIAL PLANNING, LLC — reports 101-250 financial-planning clients, up from 51-100. IAPD ↗
58
RIK SAYLOR FINANCIAL, INC. — reports 1-10 financial-planning clients, up from 0. IAPD ↗
58
SEVERIN INVESTMENTS LLC — reports 26-50 financial-planning clients, up from 11-25. IAPD ↗
58
CASCADE FINANCIAL STRATEGIES — reports 11-25 financial-planning clients, up from 1-10. IAPD ↗
58
GOLDEN BAY ADVISORS LLC — reports 1-10 financial-planning clients, up from 0. IAPD ↗
58
CLEARVIEW WEALTH MANAGEMENT — reports 101-250 financial-planning clients, up from 51-100. IAPD ↗
58
SAGEOAK FINANCIAL, LLC — reports 101-250 financial-planning clients, up from 51-100. IAPD ↗
58
MRP CAPITAL INVESTMENTS, LLC — reports 101-250 financial-planning clients, up from 51-100. IAPD ↗
58
INVESTORS MOSAIC — reports 26-50 financial-planning clients, up from 11-25. IAPD ↗
58
THE KEYSTONE FINANCIAL ALLIANCE, LLC — reports 1-10 financial-planning clients, up from 0. IAPD ↗
58
BLAIR HALL ADVISORS, LLC — reports 1-10 financial-planning clients, up from 0. IAPD ↗
58
JCN FINANCIAL & TAX ADVISORY GROUP, LLC — reports 1-10 financial-planning clients, up from 0. IAPD ↗
58
BARKER WEALTH MANAGEMENT, LLC — reports 11-25 financial-planning clients, up from 1-10. IAPD ↗
58
HARVEST CAPITAL ASSETS, LLC — reports 1-10 financial-planning clients, up from 0. IAPD ↗
58
FIRST AMERICAN ASSET ADVISORY, LLC — reports 251-500 financial-planning clients, up from 101-250. IAPD ↗
58
MEDICUS WEALTH PLANNING, INC. — reports 26-50 financial-planning clients, up from 11-25. IAPD ↗
58
KEEN CAPITAL, LLC — reports 51-100 financial-planning clients, up from 26-50. IAPD ↗
58
Q3 ADVISORS, LLC — reports More than 500 financial-planning clients, up from 251-500. IAPD ↗
58
RETIREWISE TAX AND WEALTH ADVISORS, INC. — reports 251-500 financial-planning clients, up from 101-250. IAPD ↗
58
URBAN WEALTH MANAGEMENT OR UWM — reports 26-50 financial-planning clients, up from 11-25. IAPD ↗
58
PALADIN CAPITAL — reports 1-10 financial-planning clients, up from 0. IAPD ↗
58
HERITAGE FINANCIAL COUNSELORS, LLC — reports 101-250 financial-planning clients, up from 51-100. IAPD ↗
58
EMERGENT FINANCIAL SERVICES, LLC. — reports 26-50 financial-planning clients, up from 11-25. IAPD ↗
58
BRAZOS CAPITAL — reports 26-50 financial-planning clients, up from 11-25. IAPD ↗
58
PRATO CAPITAL MANAGEMENT — reports 101-250 financial-planning clients, up from 51-100. IAPD ↗
58
PROSPERO WEALTH, LLC — reports 51-100 financial-planning clients, up from 26-50. IAPD ↗
58
PLANVEST FINANCIAL, INC. — reports 1-10 financial-planning clients, up from 0. IAPD ↗
58
LUMINA WEALTH MANAGEMENT, LLC — reports 11-25 financial-planning clients, up from 1-10. IAPD ↗
58
BRINDLE & BAY FINANCIAL ADVISORS, LLC — reports 26-50 financial-planning clients, up from 11-25. IAPD ↗
58
MILESTONE WEALTH — reports 1-10 financial-planning clients, up from 0. IAPD ↗
58
MINDFUL WEALTH LLC — reports 26-50 financial-planning clients, up from 11-25. IAPD ↗
58
VINES CAPITAL MANAGEMENT, LLC — reports 1-10 financial-planning clients, up from 0. IAPD ↗
58
CAVU WEALTH MANAGEMENT — reports 251-500 financial-planning clients, up from 101-250. IAPD ↗
58
TOWN CAPITAL — reports 101-250 financial-planning clients, up from 51-100. IAPD ↗
58
VIGIL WEALTH MANAGEMENT, LLC — reports 101-250 financial-planning clients, up from 51-100. IAPD ↗
58
OPPORTUNUS WEALTH MANAGEMENT, LLC — reports 1-10 financial-planning clients, up from 0. IAPD ↗
58
HATCHER CAPITAL INVESTMENTS, INC. — reports 1-10 financial-planning clients, up from 0. IAPD ↗
58
HAMPEL INVESTMENT ADVISORS — reports 1-10 financial-planning clients, up from 0. IAPD ↗
58
CAPSTAR FINANCIAL SERVICES LLC — reports 251-500 financial-planning clients, up from 101-250. IAPD ↗
58
SAGE WEALTH PLANNING — reports 101-250 financial-planning clients, up from 51-100. IAPD ↗
58
OLIVE BRANCH CAPITAL, LLC — reports 1-10 financial-planning clients, up from 0. IAPD ↗
58
CAPITAL CS GROUP, LLC — reports 1-10 financial-planning clients, up from 0. IAPD ↗
58
WESTERN NEW YORK FINANCIAL GROUP, LLC — reports 1-10 financial-planning clients, up from 0. IAPD ↗
58
VERTIS WEALTH, LLC — reports More than 500 financial-planning clients, up from 251-500. IAPD ↗
58
SONOMA PRIVATE WEALTH LLC — reports 51-100 financial-planning clients, up from 26-50. IAPD ↗
58
DUNCAN FINANCIAL PLANNING ADVISORS — reports 1-10 financial-planning clients, up from 0. IAPD ↗
58
MY PROSPER TEAM — reports 51-100 financial-planning clients, up from 26-50. IAPD ↗
58
CHROME ADVISORS — reports 1-10 financial-planning clients, up from 0. IAPD ↗
58
SURIENCE PRIVATE WEALTH LLC — reports 1-10 financial-planning clients, up from 0. IAPD ↗
58
IPSEN ADVISOR GROUP — reports 51-100 financial-planning clients, up from 26-50. IAPD ↗
58
ADDITION WEALTH — reports More than 500 financial-planning clients, up from 251-500. IAPD ↗
58
CHRISTENSEN GROUP FINANCIAL, LLC — reports 11-25 financial-planning clients, up from 1-10. IAPD ↗
58
DIVVI WEALTH MANAGEMENT — reports 101-250 financial-planning clients, up from 51-100. IAPD ↗
58
SCRATCH CAPITAL — reports 101-250 financial-planning clients, up from 51-100. IAPD ↗
58
THE CLIFFORD GROUP LLC — reports 251-500 financial-planning clients, up from 101-250. IAPD ↗
58
CONWAY PARTNERS — reports 51-100 financial-planning clients, up from 26-50. IAPD ↗
58
SCHAMBERGER, GREYLAK & UTTERBACK WEALTH MANAGEMENT, LLC — reports 11-25 financial-planning clients, up from 1-10. IAPD ↗
58
NEIL JESANI WEALTH MANAGEMENT — reports 101-250 financial-planning clients, up from 51-100. IAPD ↗
58
PROLIFIC SOLUTIONS — reports 11-25 financial-planning clients, up from 1-10. IAPD ↗
58
ENDURING WEALTH ADVISORS — reports 1-10 financial-planning clients, up from 0. IAPD ↗
58
CLARITY FINANCIAL ADVISORS LLC — reports 251-500 financial-planning clients, up from 101-250. IAPD ↗
58
OROGRAPHIC FINANCIAL ADVISORS — reports 1-10 financial-planning clients, up from 0. IAPD ↗
58
WAGNER WEALTH MANAGEMENT, CORP. — reports 251-500 financial-planning clients, up from 101-250. IAPD ↗
58
DFS ADVISORY — reports 101-250 financial-planning clients, up from 51-100. IAPD ↗
58
PELTOMA CAPITAL PARTNERS — reports 51-100 financial-planning clients, up from 26-50. IAPD ↗
58
CROSSOVER CAPITAL — reports 1-10 financial-planning clients, up from 0. IAPD ↗
58
E-WEALTH PARTNERS — reports 101-250 financial-planning clients, up from 51-100. IAPD ↗
58
44 NORTH CAPITAL, LLC — reports 101-250 financial-planning clients, up from 51-100. IAPD ↗
58
1015 CAPITAL PARTNERS, LLC — reports 11-25 financial-planning clients, up from 1-10. IAPD ↗
58
ANCHOR WEALTH MANAGEMENT GROUP LLC — reports 101-250 financial-planning clients, up from 51-100. IAPD ↗
58
BLUE CURVE ADVISORY, LLC — reports 1-10 financial-planning clients, up from 0. IAPD ↗
58
FIVE ELEVEN PARTNERS — reports 1-10 financial-planning clients, up from 0. IAPD ↗
58
ARIA WEALTH PARTNERS — reports 1-10 financial-planning clients, up from 0. IAPD ↗
58
W&S ADVISORY SERVICES, LLC — reports 1-10 financial-planning clients, up from 0. IAPD ↗
58
TACTICA LLC — reports 1-10 financial-planning clients, up from 0. IAPD ↗
58
FORS FINANCIAL — reports 1-10 financial-planning clients, up from 0. IAPD ↗
58
COPPERLINE WEALTH MANAGEMENT & PLANNING — reports 1-10 financial-planning clients, up from 0. IAPD ↗
58
SAMARA CAPITAL — reports 1-10 financial-planning clients, up from 0. IAPD ↗
58
AVRIO WEALTH LLC — reports 1-10 financial-planning clients, up from 0. IAPD ↗
58
XCEPTION FAMILY OFFICE — reports 1-10 financial-planning clients, up from 0. IAPD ↗
58
PFLUEGER WEALTH — reports 1-10 financial-planning clients, up from 0. IAPD ↗
88
GOLDEN SPARK INSIGHTS — (FAIRFAX, VA) is newly SEC-registered with $400.0M RAUM and 1 advisory reps. IAPD ↗institutional
85
VALLIANCE ASSET MANAGEMENT LLC — (CHICAGO, IL) is newly SEC-registered with $123.0M RAUM and 1 advisory reps. IAPD ↗institutional
85
MPACT CAPITAL — (location n/a) is newly SEC-registered (provisional 120-day approval) with $0 RAUM and 3 advisory reps. IAPD ↗institutional
85
MCD-KISSNER GP, LLC — (OVERLAND PARK, KS) is newly SEC-registered with $1.02B RAUM and 5 advisory reps. IAPD ↗fund
85
FMAC MANAGEMENT LLC — (NEW YORK, NY) is newly SEC-registered (provisional 120-day approval) with $0 RAUM and 4 advisory reps. IAPD ↗institutional
85
CANTOR FITZGERALD ENERGY ADVISORS, LLC — (NEW YORK, NY) is newly SEC-registered with $0 RAUM and 2 advisory reps. IAPD ↗institutional
85
FINCADIA ADVISORS LLC — (MELVILLE, NY) is newly SEC-registered with $1.00B RAUM and 3 advisory reps. IAPD ↗fund
85
THE ENERGY & MINERALS GROUP LP — (HOUSTON, TX) is newly SEC-registered with $12.02B RAUM and 12 advisory reps. IAPD ↗fund
85
ARISTOTLE PACIFIC CLO ADVISER III, LLC — (NEWPORT BEACH, CA) is newly SEC-registered with $0 RAUM and 22 advisory reps. IAPD ↗institutional
85
85
REINOVA CAPITAL ADVISORS LLC — (GREENWICH, CT) is newly SEC-registered (provisional 120-day approval) with $0 RAUM and 3 advisory reps. IAPD ↗institutional
85
37SPRUCE INVESTMENT PARTNERS, LLC — (GREENWICH, CT) is newly SEC-registered (provisional 120-day approval) with $0 RAUM and 4 advisory reps. IAPD ↗institutional
85
AJAX HEALTH MANAGEMENT COMPANY, LLC — (MENLO PARK, CA) is newly SEC-registered (provisional 120-day approval) with $0 RAUM and 13 advisory reps. IAPD ↗institutional
85
FREIF ADVISORS LLC — (DENVER, CO) is newly SEC-registered with $0 RAUM and 29 advisory reps. IAPD ↗institutional
85
OPTIMAL TAX ASSET MANAGEMENT — (BELLEVUE, WA) is newly SEC-registered (provisional 120-day approval) with $0 RAUM and 2 advisory reps. IAPD ↗institutional
85
THE OPERATORS FUND INVESTMENT MANAGEMENT, L.P. — (NEW YORK, NY) is newly SEC-registered (provisional 120-day approval) with $0 RAUM and 2 advisory reps. IAPD ↗institutional
85
POLEN INTERNATIONAL EQUITY LLC — (BOCA RATON, FL) is newly SEC-registered with $0 RAUM and 4 advisory reps. IAPD ↗institutional
85
BERENSON CAPITAL MANAGEMENT, LLC — (NEW YORK, NY) is newly SEC-registered (provisional 120-day approval) with $0 RAUM and 2 advisory reps. IAPD ↗institutional
83
ANDRA CAPITAL LLC — (SAN FRANCISCO, CA) is newly SEC-registered with $476.5M RAUM and 5 advisory reps. IAPD ↗fund
83
BICYCLE CAPITAL — (COCONUT GROVE, FL) is newly SEC-registered with $518.5M RAUM and 8 advisory reps. IAPD ↗fund
80
CAPITAL Q MANAGEMENT LLC — (MAITLAND, FL) is newly SEC-registered with $93.4M RAUM and 2 advisory reps. IAPD ↗fund
80
RLH CAPITAL, LLC — (location n/a) is newly SEC-registered with $63.5M RAUM and 1 advisory reps. IAPD ↗fund
80
MAROON PASS ADVISORS LP — (AUSTIN, TX) is newly SEC-registered with $178.6M RAUM and 2 advisory reps. IAPD ↗fund
80
ALLEGRO MINERAL PARTNERS LLC — (HOUSTON, TX) is newly SEC-registered with $135.3M RAUM and 6 advisory reps. IAPD ↗fund
80
SUMMATION CAPITAL MANAGEMENT, L.P. — (NEW YORK, NY) is newly SEC-registered with $160.6M RAUM and 3 advisory reps. IAPD ↗fund
80
FIDEM CREDIT ADVISORS — (PHILADELPHIA, PA) is newly SEC-registered (provisional 120-day approval) with $0 RAUM and 5 advisory reps. IAPD ↗fund
80
WAYCROSS GP, LLC — (LOUISVILLE, KY) is newly SEC-registered with $156.1M RAUM and 7 advisory reps. IAPD ↗fund
80
9 STREAM CAPITAL PARTNERS LLC — (LEAWOOD, KS) is newly SEC-registered with $73.9M RAUM and 2 advisory reps. IAPD ↗fund
80
QSO CAPITAL MANAGEMENT LLC — (FORT LAUDERDALE, FL) is newly SEC-registered (provisional 120-day approval) with $0 RAUM and 2 advisory reps. IAPD ↗fund
75
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75
75
75
75
75
75
75
75
75
75
75
75
75
75
75
75
BLUE OWL ALTERNATIVE CREDIT ADVISORS II LLC — grew from 210 to 250 advisory reps. IAPD ↗institutional
75
BLUE OWL DIGITAL INFRASTRUCTURE TRUST ADVISORS LLC — grew from 110 to 130 advisory reps. IAPD ↗institutional
75
75
74
74
74
73
73
72
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KRYGER CAPITAL LLC — (HAMILTON, Bermuda) is newly SEC-registered with $1.43B RAUM and 4 advisory reps. IAPD ↗foreign
70
CLEAN ENERGY TRANSITION INTERNATIONAL S.A.M. — (MONACO, MONACO, Monaco) is newly SEC-registered with $2.05B RAUM and 1 advisory reps. IAPD ↗foreign
69
69
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68
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SILVER POINT SPECIALTY CREDIT FUND MANAGEMENT, LLC — grew from 109 to 117 advisory reps. IAPD ↗institutional
68
68
68
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68
OVATA CAPITAL MANAGEMENT LLC — (HONG KONG, Hong Kong) is newly SEC-registered with $441.9M RAUM and 5 advisory reps. IAPD ↗foreign
68
SC ASESORES EN INVERSIONES INDEPENDIENTES SA DE CV — (MEXICO CITY, Mexico) is newly SEC-registered with $553.4M RAUM and 2 advisory reps. IAPD ↗foreign
67
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NORTHWESTERN MUTUAL INVESTMENT MANAGEMENT COMPANY, LLC — grew from 201 to 213 advisory reps. IAPD ↗fund
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66
65
NIPPON LIFE GLOBAL INVESTORS AMERICAS, INC. — reported RAUM up 116% ($38.46B -> $82.99B). IAPD ↗institutional
65
65
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MANULIFE INVESTMENT MANAGEMENT TIMBERLAND AND AGRICULTURE INC — grew from 85 to 95 advisory reps. IAPD ↗fund
65
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65
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65
65
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65
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GOLDENTREE ASSET MANAGEMENT CREDIT ADVISOR LLC — grew from 70 to 80 advisory reps. IAPD ↗institutional
65
65
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65
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65
SHIKHARA CAPITAL (HONG KONG) PRIVATE LIMITED (COMPANY) — (HONG KONG, Hong Kong) is newly SEC-registered with $164,277 RAUM and 4 advisory reps. IAPD ↗foreign
65
65
GUEPARDO INVESTIMENTOS LTDA — (SÃO PAULO,SP, Brazil) is newly SEC-registered with $4.9M RAUM and 5 advisory reps. IAPD ↗foreign
65
HAVERSTOCK CAPITAL LLP — (LONDON, United Kingdom) is newly SEC-registered with $75.0M RAUM and 3 advisory reps. IAPD ↗foreign
65
MESARETE CAPITAL (US) LLC — (LONDON, United Kingdom) is newly SEC-registered with $0 RAUM and 4 advisory reps. IAPD ↗foreign
65
COUNTERPOINTE INVESTMENT MANAGEMENT LLC — 's provisional registration is now fully approved. IAPD ↗institutional
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CION GROSVENOR MANAGEMENT, LLC — reported RAUM up 332784% ($100,696 -> $335.2M). IAPD ↗institutional
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IDIRECT PRIVATE CREDIT ADVISORS LLC — reported RAUM up 2147% ($12.9M -> $290.9M). IAPD ↗institutional
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MAREK CAPITAL MANAGEMENT LP — 's provisional registration is now fully approved. IAPD ↗institutional
63
AGRIGLOBE LAND ADVISORS, LLC — 's provisional registration is now fully approved. IAPD ↗institutional
63
63
62
62
BREVAN HOWARD US INVESTMENT MANAGEMENT LP — reported RAUM up 64% ($20.92B -> $34.39B). IAPD ↗institutional
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PACIFIC AVENUE CAPITAL PARTNERS MANAGEMENT COMPANY LLC — grew from 27 to 33 advisory reps. IAPD ↗fund
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GOLDENTREE ASSET MANAGEMENT CREDIT ADVISOR LLC — reported RAUM up 237473672% ($100 -> $237.5M). IAPD ↗institutional
60
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60
BNY MELLON ETF INVESTMENT ADVISER, LLC — reported RAUM up 53% ($7.25B -> $11.10B). IAPD ↗institutional
60
60
60
60
60
60
60
60
60
60
PACIFIC AVENUE CAPITAL PARTNERS MANAGEMENT COMPANY LLC — reported RAUM up 119% ($1.36B -> $2.98B). IAPD ↗fund
60
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60
60
60
BLACKSTONE PRIVATE INVESTMENTS ADVISORS L.L.C. — reported RAUM up 145% ($7.32B -> $17.93B). IAPD ↗fund
60
RELATIVE SENTIMENT TECHNOLOGIES, LLC — reported RAUM up 426% ($20.0M -> $105.4M). IAPD ↗institutional
60
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59
CHADLER INVESTMENT ADVISORY SOLUTIONS, LLC — reported RAUM up 73% ($134.5M -> $232.0M). IAPD ↗institutional
59
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US INNOVATIVE TECHNOLOGY CAPITAL MANAGEMENT, LLC — reported RAUM up 65% ($4.26B -> $7.03B). IAPD ↗fund
58
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CONSULTING GROUP ADVISORY SERVICES LLC — reported RAUM up 26% ($7.79B -> $9.82B). IAPD ↗institutional
55
OPPENHEIMER ALTERNATIVE INVESTMENT MANAGEMENT, LLC — reported RAUM up 263% ($49.0M -> $177.8M). IAPD ↗fund
55
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MERCER ADVISORS PRIVATE ASSET MANAGEMENT, INC. — reported RAUM up 248% ($59.0M -> $205.6M). IAPD ↗fund
55
55
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55
BROOKFIELD ASSET MANAGEMENT PIC ADVISER (PRIVATE EQUITY), L.P. — grew from 1219 to 1402 advisory reps. IAPD ↗foreign
55
55
55
55
55
55
55
55
55
55
55
55
GOLDMAN SACHS ASSET MANAGEMENT (HONG KONG) LIMITED — grew from 22 to 53 advisory reps. IAPD ↗foreign
55
55
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53
MUTUAL OF AMERICA LIFE INSURANCE COMPANY — reported RAUM up 29% ($335.6M -> $434.1M). IAPD ↗institutional
53
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53
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53
SUSTAINABLE INSIGHT CAPITAL MANAGEMENT, LLC — reported RAUM up 26% ($324.1M -> $409.9M). IAPD ↗institutional
53
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53
MAIN CAPITAL PARTNERS NORTH AMERICA LLC — reported RAUM up 28% ($367.6M -> $471.6M). IAPD ↗institutional
53
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53
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52
52
EAGLE POINT ENHANCED INCOME MANAGEMENT LLC — reported RAUM up 36% ($91.1M -> $124.1M). IAPD ↗institutional
52
EAGLE POINT DEFENSIVE INCOME MANAGEMENT LLC — reported RAUM up 35% ($135.8M -> $183.5M). IAPD ↗institutional
52
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52
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50
50
50
50
INVESTCORP CORSAIR INFRASTRUCTURE PARTNERS, L.P. — reported RAUM up 29% ($4.01B -> $5.17B). IAPD ↗fund
50
50
50
50
50
50
GOLDMAN SACHS ASSET MANAGEMENT (SINGAPORE) PTE. LTD. — grew from 46 to 56 advisory reps. IAPD ↗foreign
50
50
EVELYN PARTNERS ASSET MANAGEMENT LIMITED — now offers financial planning (Item 5G(1)). IAPD ↗foreign
49
49
49
49
49
49
49
49
49
49
49
49
49
49
COALESCENCE PARTNERS INVESTMENT MANAGEMENT LP — reported RAUM up 31% ($326.6M -> $428.4M). IAPD ↗fund
49
49
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48
48
48
48
48
48
48
48
48
48
48
PROSPECT ENHANCED YIELD MANAGEMENT, LLC — reports 1-10 financial-planning clients, up from 0. IAPD ↗institutional
47
47
47
47
47
47
47
47
47
47
47
46
46
46
PARTNERSHIP CAPITAL GROWTH INVESTORS MANAGEMENT, LLC — reported RAUM up 34% ($105.2M -> $141.5M). IAPD ↗fund
46
46
46
46
46
46
46
46
46
46
46
46
46
46
46
46
46
46
45
45
45
ALLSPRING GLOBAL INVESTMENTS (UK) LIMITED — reported RAUM up 201% ($10.24B -> $30.79B). IAPD ↗foreign
45
45
45
45
45
CHINA ASSET MANAGEMENT (HONG KONG) LIMITED — reported RAUM up 88% ($12.75B -> $23.90B). IAPD ↗foreign
45
45
45
45
45
45
45
45
45
45
45
45
45
45
45
45
45
45
45
45
45
45
45
45
45
45
45
VIOLA CREDIT PARTNERS MANAGEMENT LIMITED PARTNERSHIP — grew from 15 to 20 advisory reps. IAPD ↗foreign
45
45
45
45
44
CONNOR CLARK & LUNN INVESTMENT MANAGEMENT LTD — reported RAUM up 73% ($49.40B -> $85.59B). IAPD ↗foreign
44
44
44
44
44
44
44
43
43
43
43
43
43
43
43
43
42
MIRAE ASSET GLOBAL INVESTMENTS (HONG KONG) LIMITED — reported RAUM up 64% ($4.79B -> $7.87B). IAPD ↗foreign
42
42
GOLDMAN SACHS ASSET MANAGEMENT (HONG KONG) LIMITED — reported RAUM up 64% ($12.94B -> $21.19B). IAPD ↗foreign
42
42
41
41
41
41
41
41
41
41
41
40
40
40
40
40
40
40
40
40
40
40
40
40
NAVI INTL-ADMINISTRADORA E GESTORA DE RECURSOS FINANCEIROS LTDA. — grew from 4 to 6 advisory reps. IAPD ↗foreign
40
39
39
39
SQUADRA INVESTMENTS - GESTAO DE RECURSOS LTDA. — reported RAUM up 47% ($1.41B -> $2.08B). IAPD ↗foreign
39
39
39
BLUE SWELL ASSET MANAGEMENT PRIVATE LIMITED — reported RAUM up 47% ($1.31B -> $1.92B). IAPD ↗foreign
39
39
39
38
GOLDMAN SACHS ASSET MANAGEMENT INTERNATIONAL — reported RAUM up 41% ($440.20B -> $621.02B). IAPD ↗foreign
38
38
38
38
38
38
38
38
37
37
37
37
37
FIRST SENTIER INVESTORS (HONG KONG) LIMITED — reported RAUM up 37% ($23.93B -> $32.87B). IAPD ↗foreign
37
GORDIAN CAPITAL SINGAPORE PRIVATE LIMITED — reported RAUM up 38% ($15.30B -> $21.08B). IAPD ↗foreign
37
37
37
37
37
37
NAVI INTL-ADMINISTRADORA E GESTORA DE RECURSOS FINANCEIROS LTDA. — reported RAUM up 46% ($556.0M -> $810.0M). IAPD ↗foreign
37
37
37
37
36
36
36
36
36
36
JPMORGAN ASSET MANAGEMENT (ASIA PACIFIC) LIMITED — reported RAUM up 34% ($126.66B -> $169.62B). IAPD ↗foreign
36
36
36
36
36
36
36
36
36
35
35
35
35
35
35
35
35
35
35
35
35
35
E FUND MANAGEMENT (HONG KONG) CO., LIMITED — reported RAUM up 26% ($12.46B -> $15.72B). IAPD ↗foreign
35
35
35
GOLDMAN SACHS ASSET MANAGEMENT (SINGAPORE) PTE. LTD. — reported RAUM up 26% ($10.96B -> $13.78B). IAPD ↗foreign
35
35
35
35
35
35
35
34
34
34
33
33
33
33
33
33
33
33
TANAGER WEALTH MANAGEMENT — reports 101-250 financial-planning clients, up from 51-100. IAPD ↗foreign
33
32
OBERWEIS ASSET MANAGEMENT (HONG KONG) LIMITED — reported RAUM up 38% ($37.4M -> $51.8M). IAPD ↗foreign
31
31
31
30
30
30
30
30
30
28
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.