Portfolio / reporting / TAMP — April 2024
Portfolio accounting, reporting, rebalancing, and TAMPs (Orion, Black Diamond, Tamarac, SMArtX).
3033 firms opened this window in the April 2024 SEC roster: 2045 aum up, 446 aum crossed 500m, 329 aum crossed 1b, 132 new registration, 45 pending approved, 35 wrap program started, 1 acquisition.
98
TYME ADVISORS — (PLANO, TX) is newly SEC-registered with $532.2M RAUM and 1 advisory reps. IAPD ↗
95
OBERMEYER WOOD INVESTMENT COUNSEL, LLLP — filed an Item 4A succession naming BOOTH CREEK CAPITAL MANAGEMENT LP (CRD 154415) — one firm absorbed the other. IAPD ↗
95
M. E. ALLISON & CO., INC. — (SAN ANTONIO, TX) is newly SEC-registered with $145.9M RAUM and 10 advisory reps. IAPD ↗
95
HARGER AND COMPANY, INC. — (BATON ROUGE, LA) is newly SEC-registered with $101.9M RAUM and 3 advisory reps. IAPD ↗
95
MAIN STREET MANAGEMENT COMPANY — (AQUEBOGUE, NY) is newly SEC-registered with $51.8M RAUM and 2 advisory reps. IAPD ↗
95
LOYD FINANCIAL MANAGEMENT INC. — (CENTENNIAL, CO) is newly SEC-registered with $103.5M RAUM and 1 advisory reps. IAPD ↗
95
PACESETTER FINANCIAL GROUP, L.L.C. — (LINCOLN, IL) is newly SEC-registered with $125.0M RAUM and 4 advisory reps. IAPD ↗
95
BROADWING CAPITAL ADVISORS, INC. — (LARKSPUR, CA) is newly SEC-registered with $119.7M RAUM and 1 advisory reps. IAPD ↗
95
WHALEN CAPITAL, INC. — (WAUSAU, WI) is newly SEC-registered with $132.6M RAUM and 2 advisory reps. IAPD ↗
95
TRIPPON WEALTH MANAGEMENT GROUP LLC — (HOUSTON, TX) is newly SEC-registered with $134.3M RAUM and 4 advisory reps. IAPD ↗
95
FOUNDATION CAPITAL MANAGEMENT, LLC — (EAST NORRITON, PA) is newly SEC-registered with $134.4M RAUM and 2 advisory reps. IAPD ↗
95
SCHNEIDER WEALTH MANAGEMENT — (location n/a) is newly SEC-registered with $127.5M RAUM and 1 advisory reps. IAPD ↗
95
MAYA ADVISORS, INC. — (PALO ALTO, CA) is newly SEC-registered with $103.7M RAUM and 1 advisory reps. IAPD ↗
95
FLAVIN FINANCIAL SERVICES, INC. — (MELBOURNE, FL) is newly SEC-registered with $129.8M RAUM and 3 advisory reps. IAPD ↗
95
GBM WEALTH MANAGEMENT, INC. — (HOUSTON, TX) is newly SEC-registered with $128.4M RAUM and 4 advisory reps. IAPD ↗
95
HARDY & HARDY CO LLC — (LIMA, OH) is newly SEC-registered with $183.4M RAUM and 3 advisory reps. IAPD ↗
95
INVESTMENTHUNTER WEALTH SERVICES — (location n/a) is newly SEC-registered with $115.2M RAUM and 1 advisory reps. IAPD ↗
95
DELPHINUS FINANCIAL ADVISORS, LLC — (MANSFIELD, MA) is newly SEC-registered with $110.9M RAUM and 2 advisory reps. IAPD ↗
95
MY PORTFOLIO GUIDE, LLC — (SEAL BEACH, CA) is newly SEC-registered with $114.1M RAUM and 1 advisory reps. IAPD ↗
95
EASTSOUND CAPITAL ADVISORS, LLC — (location n/a) is newly SEC-registered with $152.2M RAUM and 6 advisory reps. IAPD ↗
95
INDELIBLE WEALTH GROUP — (location n/a) is newly SEC-registered with $120.4M RAUM and 5 advisory reps. IAPD ↗
95
SHERMAN ASSET MANAGEMENT, INC. — (VENTURA, CA) is newly SEC-registered with $121.8M RAUM and 1 advisory reps. IAPD ↗
95
SOMNIO FINANCIAL GROUP, LLC — (GLASTONBURY, CT) is newly SEC-registered with $116.8M RAUM and 2 advisory reps. IAPD ↗
95
KIRTLAND HILLS CAPITAL MANAGEMENT, LLC — (BRATENAHL, OH) is newly SEC-registered with $152.2M RAUM and 2 advisory reps. IAPD ↗
95
EPIC ADVISORY SERVICES CORP — (BOCA RATON, FL) is newly SEC-registered with $105.8M RAUM and 20 advisory reps. IAPD ↗
95
CYR FINANCIAL INC. — (HENNEPIN, IL) is newly SEC-registered with $112.1M RAUM and 4 advisory reps. IAPD ↗
95
RED CRANE WEALTH MANAGEMENT, LLC — (PALO ALTO, CA) is newly SEC-registered with $106.0M RAUM and 3 advisory reps. IAPD ↗
95
IMG WEALTH MANAGEMENT, INC. — (JACKSONVILLE, FL) is newly SEC-registered with $119.9M RAUM and 6 advisory reps. IAPD ↗
95
STEWARDS ADVISORY SERVICES — (location n/a) is newly SEC-registered with $100.5M RAUM and 2 advisory reps. IAPD ↗
95
CENTERPIECE WEALTH ADVISOR — (GREENWOOD VILLAGE, CO) is newly SEC-registered with $104.0M RAUM and 2 advisory reps. IAPD ↗
95
VESTED FINANCIAL PLANNING, LLC — (location n/a) is newly SEC-registered with $101.6M RAUM and 1 advisory reps. IAPD ↗
95
FOOTHILLS ADVISORS, LLC — (CAVE CREEK, AZ) is newly SEC-registered with $117.7M RAUM and 3 advisory reps. IAPD ↗
95
CAVU WEALTH MANAGEMENT — (LAKESIDE, CA) is newly SEC-registered with $114.5M RAUM and 8 advisory reps. IAPD ↗
95
GAMMA ASSET MANAGEMENT LLC — (SAN JUAN, PR) is newly SEC-registered with $100.6M RAUM and 3 advisory reps. IAPD ↗
95
ZENITH WEALTH PARTNERS — (PHILADELPHIA, PA) is newly SEC-registered with $81.6M RAUM and 6 advisory reps. IAPD ↗
95
STONE WEALTH PARTNERS LLC — (LAFAYETTE, LA) is newly SEC-registered with $102.1M RAUM and 5 advisory reps. IAPD ↗
95
PTM WEALTH MANAGEMENT, LLC — (NORTH WALES, PA) is newly SEC-registered with $124.1M RAUM and 2 advisory reps. IAPD ↗
95
CASSADY WEALTH & RETIREMENT PLANNING L.L.C. — (HENDERSON, NV) is newly SEC-registered with $105.1M RAUM and 4 advisory reps. IAPD ↗
95
GUIDED CAPITAL WEALTH MANAGEMENT, LLC — (HOUSTON, TX) is newly SEC-registered with $111.6M RAUM and 4 advisory reps. IAPD ↗
95
DIRECT FINANCIAL CARE — (location n/a) is newly SEC-registered with $150.0M RAUM and 1 advisory reps. IAPD ↗
95
CHROME ADVISORS — (SAN FRANCISCO, CA) is newly SEC-registered with $100.3M RAUM and 1 advisory reps. IAPD ↗
95
WISE WEALTH PARTNERS, LLC — (PHOENIX, AZ) is newly SEC-registered with $100.9M RAUM and 2 advisory reps. IAPD ↗
95
THE WEALTHGARDEN F.S. LLC — (EL SEGUNDO, CA) is newly SEC-registered with $139.2M RAUM and 3 advisory reps. IAPD ↗
95
ELYSIUM WEALTH MANAGEMENT, LLC — (SOUTH JORDAN, UT) is newly SEC-registered with $116.0M RAUM and 6 advisory reps. IAPD ↗
95
ELEVATION WEALTH MANAGEMENT — (location n/a) is newly SEC-registered with $113.4M RAUM and 2 advisory reps. IAPD ↗
95
BALLAST ROCK PRIVATE WEALTH — (CHARLESTON, SC) is newly SEC-registered with $170.6M RAUM and 6 advisory reps. IAPD ↗
95
ENDEAVOR ADVISORS, LLC — (THE WOODLANDS, TX) is newly SEC-registered with $106.1M RAUM and 2 advisory reps. IAPD ↗
95
95
BLALOCK WILLIAMS, LLC — (ALEXANDER CITY, AL) is newly SEC-registered with $105.5M RAUM and 2 advisory reps. IAPD ↗
95
THE PINES WEALTH MANAGEMENT, LLC — (SOUTHERN PINES, NC) is newly SEC-registered (provisional 120-day approval) with $0 RAUM and 3 advisory reps. IAPD ↗
95
NINE30 ADVISORS LLC — (location n/a) is newly SEC-registered with $0 RAUM and 2 advisory reps. IAPD ↗
95
STIRLING FINANCIAL GROUP — (SAN DIEGO, CA) is newly SEC-registered (provisional 120-day approval) with $0 RAUM and 1 advisory reps. IAPD ↗
95
RICHMOND INVESTMENT SERVICES LLC — (MEQUON, WI) is newly SEC-registered (provisional 120-day approval) with $0 RAUM and 11 advisory reps. IAPD ↗
95
BENJAMINS MONEY — (MCLEAN, VA) is newly SEC-registered with $0 RAUM and 1 advisory reps. IAPD ↗
95
1015 CAPITAL PARTNERS, LLC — (location n/a) is newly SEC-registered (provisional 120-day approval) with $0 RAUM and 1 advisory reps. IAPD ↗
95
MASTER'S WEALTH MANAGEMENT INC. — (LANCASTER, PA) is newly SEC-registered (provisional 120-day approval) with $0 RAUM and 6 advisory reps. IAPD ↗
95
TRUST INVESTMENT ADVISORS WEALTH MANAGEMENT, LLC — (INDIANAPOLIS, IN) is newly SEC-registered (provisional 120-day approval) with $0 RAUM and 3 advisory reps. IAPD ↗
95
ANCHOR WEALTH MANAGEMENT GROUP LLC — (WEST PALM BEACH, FL) is newly SEC-registered (provisional 120-day approval) with $0 RAUM and 1 advisory reps. IAPD ↗
95
FIRESIDE CAPITAL ADVISORS — (DALLAS, TX) is newly SEC-registered (provisional 120-day approval) with $0 RAUM and 2 advisory reps. IAPD ↗
95
PLATFORM WEALTH ADVISORS — (HOLLADAY, UT) is newly SEC-registered with $0 RAUM and 6 advisory reps. IAPD ↗
95
BLACK POINT WEALTH MANAGEMENT — (NAPLES, FL) is newly SEC-registered (provisional 120-day approval) with $0 RAUM and 2 advisory reps. IAPD ↗
95
DEMETER TACTICAL INVESTMENTS CORP. — (SHERIDAN, WY) is newly SEC-registered (provisional 120-day approval) with $0 RAUM and 1 advisory reps. IAPD ↗
95
INMAN JAGER WEALTH MANAGEMENT — (HATTIESBURG, MS) is newly SEC-registered (provisional 120-day approval) with $0 RAUM and 2 advisory reps. IAPD ↗
95
YIELD WEALTH LTD. — (location n/a) is newly SEC-registered (provisional 120-day approval) with $0 RAUM and 1 advisory reps. IAPD ↗
95
ROCKBRIDGE CAPITAL MANAGEMENT — (ALEXANDRIA, VA) is newly SEC-registered (provisional 120-day approval) with $0 RAUM and 1 advisory reps. IAPD ↗
95
HOLOS INTEGRATED WEALTH — (KENNETT SQUARE, PA) is newly SEC-registered (provisional 120-day approval) with $0 RAUM and 2 advisory reps. IAPD ↗
95
WEALTHSTONE PRIVATE WEALTH MANAGEMENT, LLC — (location n/a) is newly SEC-registered (provisional 120-day approval) with $0 RAUM and 1 advisory reps. IAPD ↗
95
FCIG WEALTH MANAGEMENT, LLC — (PLAINFIELD, CT) is newly SEC-registered (provisional 120-day approval) with $0 RAUM and 1 advisory reps. IAPD ↗
95
TAIKO PRIVATE WEALTH — (CHICAGO, IL) is newly SEC-registered with $0 RAUM and 2 advisory reps. IAPD ↗
95
CARNEGIE LAKE ADVISORS LLC — (PRINCETON, NJ) is newly SEC-registered (provisional 120-day approval) with $0 RAUM and 5 advisory reps. IAPD ↗
95
CORNERSTONE ALTERNATIVES — (GREENVILLE, SC) is newly SEC-registered (provisional 120-day approval) with $0 RAUM and 2 advisory reps. IAPD ↗
95
CRUSONIA WEALTH ADVISORS LLC — (DENVER, CO) is newly SEC-registered (provisional 120-day approval) with $0 RAUM and 2 advisory reps. IAPD ↗
95
PONTA WEALTH PARTNERS, LLC — (location n/a) is newly SEC-registered (provisional 120-day approval) with $0 RAUM and 1 advisory reps. IAPD ↗
95
BLUEWATER WEALTH ADVISORS, LLC — (VESTAVIA, AL) is newly SEC-registered (provisional 120-day approval) with $0 RAUM and 3 advisory reps. IAPD ↗
95
RATSON ADVISORY LLC — (location n/a) is newly SEC-registered (provisional 120-day approval) with $0 RAUM and 1 advisory reps. IAPD ↗
95
95
MERKKURI WEALTH ADVISORS LLC — (HICKSVILLE, NY) is newly SEC-registered (provisional 120-day approval) with $0 RAUM and 2 advisory reps. IAPD ↗
95
PORT CAPITAL MANAGEMENT — (MASSAPEQUA, NY) is newly SEC-registered (provisional 120-day approval) with $0 RAUM and 1 advisory reps. IAPD ↗
95
AURDAN CAPITAL MANAGEMENT, LLC — (BERWYN, PA) is newly SEC-registered (provisional 120-day approval) with $0 RAUM and 2 advisory reps. IAPD ↗
95
FELLOWSHIP FINANCIAL PLANNING — (SPOKANE, WA) is newly SEC-registered (provisional 120-day approval) with $0 RAUM and 6 advisory reps. IAPD ↗
95
MINDSET WEALTH MANAGEMENT, LLC — (FISHERS, IN) is newly SEC-registered (provisional 120-day approval) with $0 RAUM and 4 advisory reps. IAPD ↗
95
LIGHTHOUSE — (location n/a) is newly SEC-registered with $0 RAUM and 1 advisory reps. IAPD ↗
85
FOLGER NOLAN FLEMING DOUGLAS INCORPORATED — crossed $1B in regulatory AUM ($972.1M -> $1.02B). IAPD ↗
85
SECURITY CAPITAL MANAGEMENT — crossed $1B in regulatory AUM ($982.7M -> $1.02B). IAPD ↗
85
GEORGE MCKELVEY CO., LLC — crossed $1B in regulatory AUM ($951.6M -> $1.05B). IAPD ↗
85
CENTENNIAL SECURITIES COMPANY INC — crossed $1B in regulatory AUM ($944.8M -> $1.07B). IAPD ↗
85
NORTHERN TRUST SECURITIES, INC — crossed $1B in regulatory AUM ($829.5M -> $1.03B). IAPD ↗
85
MOMENTUM INDEPENDENT NETWORK INC. — crossed $1B in regulatory AUM ($824.5M -> $1.12B). IAPD ↗
85
HUNTER ASSOCIATES LLC — crossed $1B in regulatory AUM ($832.7M -> $1.01B). IAPD ↗
85
ANCORA RETIREMENT PLAN ADVISORS, LLC — crossed $1B in regulatory AUM ($791.8M -> $1.06B). IAPD ↗
85
MIDDLETON & COMPANY INC. — crossed $1B in regulatory AUM ($895.2M -> $1.04B). IAPD ↗
85
PENOBSCOT INVESTMENT MANAGEMENT COMPANY, INC. — crossed $1B in regulatory AUM ($693.2M -> $1.05B). IAPD ↗
85
BLACKHILL CAPITAL, INC — crossed $1B in regulatory AUM ($904.5M -> $1.29B). IAPD ↗
85
CCM INVESTMENT ADVISERS, LLC — crossed $1B in regulatory AUM ($892.1M -> $1.09B). IAPD ↗
85
WELLINGTON CONSULTING SERVICES INC — crossed $1B in regulatory AUM ($969.7M -> $1.69B). IAPD ↗
85
RETIREMENT INVESTMENT ADVISORS INC — crossed $1B in regulatory AUM ($929.9M -> $1.11B). IAPD ↗
85
TSA MANAGEMENT INC — crossed $1B in regulatory AUM ($976.7M -> $1.11B). IAPD ↗
85
OPUS CAPITAL MANAGEMENT — crossed $1B in regulatory AUM ($894.4M -> $1.06B). IAPD ↗
85
SAROFIM TRUST CO — crossed $1B in regulatory AUM ($811.5M -> $7.14B). IAPD ↗
85
PROVIDENT INVESTMENT MANAGEMENT, INC. — crossed $1B in regulatory AUM ($950.2M -> $1.09B). IAPD ↗
85
PEKIN HARDY STRAUSS, INC. — crossed $1B in regulatory AUM ($922.5M -> $1.04B). IAPD ↗
85
CABOT WEALTH MANAGEMENT — crossed $1B in regulatory AUM ($862.7M -> $1.01B). IAPD ↗
85
ARMSTRONG, FLEMING & MOORE, INC. — crossed $1B in regulatory AUM ($876.9M -> $1.04B). IAPD ↗
85
DELTA FINANCIAL GROUP, INC. — crossed $1B in regulatory AUM ($996.3M -> $1.20B). IAPD ↗
85
MATRIX ASSET ADVISORS INC — crossed $1B in regulatory AUM ($884.5M -> $1.02B). IAPD ↗
85
AGILI, P.C. — crossed $1B in regulatory AUM ($972.5M -> $1.10B). IAPD ↗
85
VISION CAPITAL MANAGEMENT INC — crossed $1B in regulatory AUM ($860.2M -> $1.02B). IAPD ↗
85
KLCM ADVISORS, INC. — crossed $1B in regulatory AUM ($974.0M -> $1.25B). IAPD ↗
85
HOWARD FINANCIAL SERVICES, LTD. — crossed $1B in regulatory AUM ($988.5M -> $1.28B). IAPD ↗
85
CADINHA & CO LLC — crossed $1B in regulatory AUM ($931.3M -> $1.01B). IAPD ↗
85
APRIEM ADVISORS — crossed $1B in regulatory AUM ($862.1M -> $1.05B). IAPD ↗
85
SUNCOAST EQUITY MANAGEMENT, LLC — crossed $1B in regulatory AUM ($840.6M -> $1.36B). IAPD ↗
85
PROFESSIONAL PLANNING GROUP — crossed $1B in regulatory AUM ($937.2M -> $1.06B). IAPD ↗
85
NEXT CENTURY GROWTH INVESTORS LLC — crossed $1B in regulatory AUM ($930.7M -> $1.17B). IAPD ↗
85
CAPITAL ADVANTAGE, INC. — crossed $1B in regulatory AUM ($905.2M -> $1.00B). IAPD ↗
85
EDGEMOOR INVESTMENT ADVISORS, INC. — crossed $1B in regulatory AUM ($969.4M -> $1.18B). IAPD ↗
85
CORRIGAN FINANCIAL INC — crossed $1B in regulatory AUM ($931.9M -> $1.03B). IAPD ↗
85
MOISAND FITZGERALD TAMAYO, LLC — crossed $1B in regulatory AUM ($901.4M -> $1.03B). IAPD ↗
85
REDW WEALTH LLC — crossed $1B in regulatory AUM ($896.4M -> $1.00B). IAPD ↗
85
COMPAK ASSET MANAGEMENT — crossed $1B in regulatory AUM ($895.0M -> $1.08B). IAPD ↗
85
GRIES FINANCIAL LLC — crossed $1B in regulatory AUM ($974.7M -> $1.22B). IAPD ↗
85
BEACON FINANCIAL GROUP — crossed $1B in regulatory AUM ($942.5M -> $1.00B). IAPD ↗
85
PARAGON ADVISORS, INC. — crossed $1B in regulatory AUM ($930.0M -> $1.00B). IAPD ↗
85
SLOY, DAHL & HOLST, LLC — crossed $1B in regulatory AUM ($944.2M -> $1.34B). IAPD ↗
85
GREENWOOD GEARHART INC. — crossed $1B in regulatory AUM ($877.8M -> $1.11B). IAPD ↗
85
BALLEW ADVISORS INC — crossed $1B in regulatory AUM ($839.7M -> $1.04B). IAPD ↗
85
STEIGERWALD, GORDON & KOCH - WEALTH ADVISORS — crossed $1B in regulatory AUM ($915.8M -> $1.05B). IAPD ↗
85
LYNX INVESTMENT ADVISORY, LLC — crossed $1B in regulatory AUM ($896.0M -> $1.08B). IAPD ↗
85
BOUCHEY FINANCIAL GROUP LTD — crossed $1B in regulatory AUM ($830.8M -> $1.16B). IAPD ↗
85
FINANCIAL PLANNING AND INFORMATION SERVICES, INC. — crossed $1B in regulatory AUM ($896.7M -> $1.08B). IAPD ↗
85
KOWAL INVESTMENT GROUP, LLC — crossed $1B in regulatory AUM ($934.8M -> $1.11B). IAPD ↗
85
WHITNEY & COMPANY — crossed $1B in regulatory AUM ($794.1M -> $1.02B). IAPD ↗
85
BURTON ENRIGHT WELCH — crossed $1B in regulatory AUM ($922.6M -> $1.13B). IAPD ↗
85
FINANCIAL SYMMETRY INC. — crossed $1B in regulatory AUM ($807.6M -> $1.00B). IAPD ↗
85
SANDERSON WEALTH MANAGEMENT, LLC — crossed $1B in regulatory AUM ($898.7M -> $1.12B). IAPD ↗
85
ASPEN CAPITAL MANAGEMENT, LLC — crossed $1B in regulatory AUM ($850.4M -> $1.01B). IAPD ↗
85
WILLIS JOHNSON & ASSOCIATES, INC. — crossed $1B in regulatory AUM ($894.2M -> $1.17B). IAPD ↗
85
CHARTER OAK CAPITAL MANAGEMENT — crossed $1B in regulatory AUM ($983.4M -> $1.11B). IAPD ↗
85
SBC WEALTH MANAGEMENT — crossed $1B in regulatory AUM ($878.3M -> $1.01B). IAPD ↗
85
NORTHEAST FINANCIAL GROUP, INC. — crossed $1B in regulatory AUM ($775.1M -> $1.00B). IAPD ↗
85
ICAPITAL, LLC — crossed $1B in regulatory AUM ($958.5M -> $1.12B). IAPD ↗
85
CRA FINANCIAL SERVICES, L.L.C. — crossed $1B in regulatory AUM ($966.1M -> $1.20B). IAPD ↗
85
GRANVILLE CAPITAL, INC. — crossed $1B in regulatory AUM ($911.3M -> $1.05B). IAPD ↗
85
SB CAPITAL MANAGEMENT, INC. — crossed $1B in regulatory AUM ($982.7M -> $1.09B). IAPD ↗
85
GREENROCK RESEARCH, INC. — crossed $1B in regulatory AUM ($965.1M -> $1.01B). IAPD ↗
85
CHATTERTON & ASSOCIATES — crossed $1B in regulatory AUM ($943.7M -> $1.05B). IAPD ↗
85
SBK FINANCIAL, INC. — crossed $1B in regulatory AUM ($994.4M -> $1.13B). IAPD ↗
85
ANCHOR INVESTMENT MANAGEMENT — crossed $1B in regulatory AUM ($935.5M -> $1.17B). IAPD ↗
85
PYA WALTMAN CAPITAL, LLC — crossed $1B in regulatory AUM ($864.0M -> $1.03B). IAPD ↗
85
GREENE WEALTH MANAGEMENT, LLC — crossed $1B in regulatory AUM ($982.0M -> $1.11B). IAPD ↗
85
NAVY FEDERAL INVESTMENT SERVICES, LLC — crossed $1B in regulatory AUM ($852.4M -> $1.47B). IAPD ↗
85
TRAYNOR CAPITAL MANAGEMENT — crossed $1B in regulatory AUM ($823.1M -> $1.25B). IAPD ↗
85
MV CAPITAL MANAGEMENT, INC. — crossed $1B in regulatory AUM ($845.9M -> $1.07B). IAPD ↗
85
RVW WEALTH LLC — crossed $1B in regulatory AUM ($956.3M -> $1.11B). IAPD ↗
85
TRUENORTH WEALTH — crossed $1B in regulatory AUM ($879.9M -> $1.02B). IAPD ↗
85
BARNES PETTEY FINANCIAL ADVISORS, LLC — crossed $1B in regulatory AUM ($965.2M -> $1.09B). IAPD ↗
85
WALLINGTON ASSET MANAGEMENT — crossed $1B in regulatory AUM ($929.9M -> $1.05B). IAPD ↗
85
BENEFIT FINANCIAL SERVICES GROUP — crossed $1B in regulatory AUM ($977.0M -> $1.15B). IAPD ↗
85
HOLLOW BROOK WEALTH MANAGEMENT LLC — crossed $1B in regulatory AUM ($956.6M -> $1.05B). IAPD ↗
85
TBH GLOBAL ASSET MANAGEMENT, LLC — crossed $1B in regulatory AUM ($951.2M -> $1.11B). IAPD ↗
85
DEAN CAPITAL MANAGEMENT — crossed $1B in regulatory AUM ($845.9M -> $1.06B). IAPD ↗
85
PAYNE CAPITAL MANAGEMENT, LLC — crossed $1B in regulatory AUM ($895.0M -> $1.06B). IAPD ↗
85
EAGLE RIDGE INVESTMENT MANAGEMENT LLC — crossed $1B in regulatory AUM ($989.9M -> $1.16B). IAPD ↗
85
ROSEMAN WAGNER WEALTH MANAGEMENT — crossed $1B in regulatory AUM ($986.4M -> $1.11B). IAPD ↗
85
STRATEGIC WEALTH PARTNERS, LTD. — crossed $1B in regulatory AUM ($795.8M -> $1.08B). IAPD ↗
85
EVERMAY WEALTH MANAGEMENT, LLC — crossed $1B in regulatory AUM ($799.5M -> $1.06B). IAPD ↗
85
GUIDESTONE ADVISORS — crossed $1B in regulatory AUM ($992.1M -> $1.29B). IAPD ↗
85
HHM WEALTH ADVISORS, LLC — crossed $1B in regulatory AUM ($918.3M -> $1.07B). IAPD ↗
85
VERUS CAPITAL PARTNERS, LLC — crossed $1B in regulatory AUM ($948.2M -> $1.56B). IAPD ↗
85
TRIUNE FINANCIAL PARTNERS, LLC — crossed $1B in regulatory AUM ($939.7M -> $1.13B). IAPD ↗
85
EXPAND FINANCIAL, LLC — crossed $1B in regulatory AUM ($931.9M -> $1.40B). IAPD ↗
85
BAY COLONY ADVISORS — crossed $1B in regulatory AUM ($893.3M -> $1.07B). IAPD ↗
85
CAMPBELL WEALTH MANAGEMENT, INC. — crossed $1B in regulatory AUM ($799.7M -> $1.00B). IAPD ↗
85
SELECT MONEY MANAGEMENT, INC. — crossed $1B in regulatory AUM ($784.0M -> $1.11B). IAPD ↗
85
CAPITAL ADVISORS, LTD., LLC — crossed $1B in regulatory AUM ($956.8M -> $1.13B). IAPD ↗
85
TAMAR SECURITIES, LLC — crossed $1B in regulatory AUM ($874.3M -> $1.09B). IAPD ↗
85
CONWAY INVESTMENT SOLUTIONS — crossed $1B in regulatory AUM ($879.1M -> $1.00B). IAPD ↗
85
FOCUSED WEALTH MANAGEMENT, INC. — crossed $1B in regulatory AUM ($949.3M -> $1.18B). IAPD ↗
85
OBRA CAPITAL MANAGEMENT, LLC. — crossed $1B in regulatory AUM ($275.0M -> $2.68B). IAPD ↗
85
PETTINGA FINANCIAL ADVISORS, LLC — crossed $1B in regulatory AUM ($866.8M -> $1.00B). IAPD ↗
85
ZEGA FINANCIAL, LLC — crossed $1B in regulatory AUM ($513.4M -> $2.61B). IAPD ↗
85
KEARNS AND ASSOCIATES, LLC — crossed $1B in regulatory AUM ($601.8M -> $1.07B). IAPD ↗
85
MSH CAPITAL ADVISORS LLC — crossed $1B in regulatory AUM ($849.2M -> $1.04B). IAPD ↗
85
PERSONAL CFO SOLUTIONS LLC — crossed $1B in regulatory AUM ($960.5M -> $1.17B). IAPD ↗
85
REGAN CAPITAL — crossed $1B in regulatory AUM ($793.6M -> $1.21B). IAPD ↗
85
LEGACY FINANCIAL ADVISORS, INC. — crossed $1B in regulatory AUM ($987.6M -> $1.13B). IAPD ↗
85
ASCENT WEALTH PARTNERS, LLC — crossed $1B in regulatory AUM ($958.5M -> $1.11B). IAPD ↗
85
CGN ADVISORS, LLC — crossed $1B in regulatory AUM ($724.5M -> $1.14B). IAPD ↗
85
DELEGATE ADVISORS, LLC — crossed $1B in regulatory AUM ($902.4M -> $1.03B). IAPD ↗
85
CLARO ADVISORS, LLC — crossed $1B in regulatory AUM ($787.3M -> $1.02B). IAPD ↗
85
THE PINNACLE FINANCIAL GROUP — crossed $1B in regulatory AUM ($801.5M -> $1.20B). IAPD ↗
85
TRUE PRIVATE WEALTH ADVISORS, LLC — crossed $1B in regulatory AUM ($947.8M -> $1.24B). IAPD ↗
85
CANAL CAPITAL MANAGEMENT, LLC — crossed $1B in regulatory AUM ($916.9M -> $1.08B). IAPD ↗
85
SAVOIE CAPITAL LLC — crossed $1B in regulatory AUM ($966.9M -> $1.11B). IAPD ↗
85
FUSION FAMILY WEALTH, LLC — crossed $1B in regulatory AUM ($849.0M -> $1.01B). IAPD ↗
85
THRIVE WEALTH MANAGEMENT, LLC — crossed $1B in regulatory AUM ($843.1M -> $1.09B). IAPD ↗
85
PRIVATE CAPITAL MANAGEMENT — crossed $1B in regulatory AUM ($956.5M -> $1.14B). IAPD ↗
85
SCARBOROUGH CAPITAL MANAGEMENT — crossed $1B in regulatory AUM ($987.1M -> $1.19B). IAPD ↗
85
FOURSTAR WEALTH ADVISORS, LLC — crossed $1B in regulatory AUM ($677.1M -> $1.02B). IAPD ↗
85
THE CAPITAL GROUP INVESTMENT ADVISORY SERVICES, LLC — crossed $1B in regulatory AUM ($807.7M -> $1.18B). IAPD ↗
85
REVISOR WEALTH MANAGEMENT LLC — crossed $1B in regulatory AUM ($920.6M -> $1.72B). IAPD ↗
85
CAPITAL PLANNING ADVISORS LLC — crossed $1B in regulatory AUM ($985.7M -> $1.14B). IAPD ↗
85
CLEAR CREEK FINANCIAL MANAGEMENT, LLC — crossed $1B in regulatory AUM ($901.2M -> $1.18B). IAPD ↗
85
BOWIE CAPITAL MANAGEMENT, LLC — crossed $1B in regulatory AUM ($798.3M -> $1.03B). IAPD ↗
85
TWELVE POINTS WEALTH MANAGEMENT — crossed $1B in regulatory AUM ($833.7M -> $1.21B). IAPD ↗
85
JOURNEY ADVISORY GROUP, LLC — crossed $1B in regulatory AUM ($837.4M -> $1.02B). IAPD ↗
85
RIVER WEALTH ADVISORS LLC — crossed $1B in regulatory AUM ($896.6M -> $1.06B). IAPD ↗
85
PINE VALLEY INVESTMENTS — crossed $1B in regulatory AUM ($964.6M -> $1.74B). IAPD ↗
85
HIGHMORE GROUP — crossed $1B in regulatory AUM ($613.8M -> $2.83B). IAPD ↗
85
DUNCAN WILLIAMS ASSET MANAGEMENT, LLC — crossed $1B in regulatory AUM ($632.0M -> $1.02B). IAPD ↗
85
MARIETTA WEALTH MANAGEMENT, LLC — crossed $1B in regulatory AUM ($916.3M -> $1.15B). IAPD ↗
85
INVST, LLC — crossed $1B in regulatory AUM ($961.1M -> $1.35B). IAPD ↗
85
GILBERT & COOK, INC. — crossed $1B in regulatory AUM ($973.6M -> $1.20B). IAPD ↗
85
ALTRAVUE CAPITAL, LLC — crossed $1B in regulatory AUM ($907.8M -> $1.12B). IAPD ↗
85
LYELL WEALTH MANAGEMENT LP — crossed $1B in regulatory AUM ($862.9M -> $1.09B). IAPD ↗
85
MANHATTAN WEST ASSET MANAGEMENT, LLC — crossed $1B in regulatory AUM ($737.2M -> $1.04B). IAPD ↗
85
ONEASCENT FINANCIAL SERVICES LLC — crossed $1B in regulatory AUM ($456.4M -> $1.79B). IAPD ↗
85
THE FIDUCIARY ALLIANCE — crossed $1B in regulatory AUM ($864.8M -> $1.23B). IAPD ↗
85
PARKSIDE INVESTMENTS, LLC — crossed $1B in regulatory AUM ($914.3M -> $1.16B). IAPD ↗
85
PERENNIAL FINANCIAL SERVICES — crossed $1B in regulatory AUM ($686.4M -> $1.48B). IAPD ↗
85
SLATESTONE WEALTH LLC — crossed $1B in regulatory AUM ($952.3M -> $1.37B). IAPD ↗
85
AVESTAR CAPITAL, LLC — crossed $1B in regulatory AUM ($960.8M -> $1.14B). IAPD ↗
85
KINGSWOOD WEALTH ADVISORS, LLC — crossed $1B in regulatory AUM ($969.4M -> $1.04B). IAPD ↗
85
THE COURY FIRM — crossed $1B in regulatory AUM ($997.0M -> $1.14B). IAPD ↗
85
N.E.W. ADVISORY SERVICES, LLC — crossed $1B in regulatory AUM ($838.1M -> $1.10B). IAPD ↗
85
9258 WEALTH MANAGEMENT, LLC — crossed $1B in regulatory AUM ($883.2M -> $1.03B). IAPD ↗
85
PASADENA PRIVATE WEALTH, LLC — crossed $1B in regulatory AUM ($917.2M -> $1.21B). IAPD ↗
85
CWS FINANCIAL ADVISORS LLC — crossed $1B in regulatory AUM ($988.5M -> $1.05B). IAPD ↗
85
GRAVES LIGHT LENHART — crossed $1B in regulatory AUM ($933.7M -> $1.09B). IAPD ↗
85
INDEPENDENCE SQUARE HOLDINGS, LLC — crossed $1B in regulatory AUM ($926.4M -> $1.15B). IAPD ↗
85
SIMPLICITY WEALTH — crossed $1B in regulatory AUM ($201.0M -> $3.17B). IAPD ↗
85
AUSTIN PRIVATE WEALTH, LLC — crossed $1B in regulatory AUM ($823.1M -> $1.06B). IAPD ↗
85
LEVEL FOUR CAPITAL MANAGEMENT — crossed $1B in regulatory AUM ($784.4M -> $1.01B). IAPD ↗
85
ALIYA CAPITAL PARTNERS LLC — crossed $1B in regulatory AUM ($890.2M -> $1.00B). IAPD ↗
85
OAKRIDGE MANAGEMENT GROUP LLC — crossed $1B in regulatory AUM ($597.7M -> $1.09B). IAPD ↗
85
FORGE FINANCIAL — crossed $1B in regulatory AUM ($854.0M -> $1.01B). IAPD ↗
85
ALLIE FAMILY OFFICE LLC — crossed $1B in regulatory AUM ($961.3M -> $1.12B). IAPD ↗
85
PINE GROVE FINANCIAL GROUP — crossed $1B in regulatory AUM ($699.8M -> $1.03B). IAPD ↗
85
GREAT WATERS FINANCIAL — crossed $1B in regulatory AUM ($957.6M -> $1.02B). IAPD ↗
85
UX WEALTH PARTNERS LLC — crossed $1B in regulatory AUM ($941.1M -> $1.50B). IAPD ↗
85
TRB WEALTH MANAGEMENT, LLC — crossed $1B in regulatory AUM ($489.0M -> $1.19B). IAPD ↗
85
THE NEMES RUSH GROUP, LLC — crossed $1B in regulatory AUM ($913.7M -> $1.07B). IAPD ↗
85
ROLLINS FINANCIAL ADVISORS, LLC — crossed $1B in regulatory AUM ($848.3M -> $1.06B). IAPD ↗
85
CORNERSTONE PORTFOLIO RESEARCH — crossed $1B in regulatory AUM ($368.6M -> $1.35B). IAPD ↗
85
ADAMO CAPITAL — crossed $1B in regulatory AUM ($635.0M -> $1.17B). IAPD ↗
85
PRIVATE WEALTH ASSET MANAGEMENT — crossed $1B in regulatory AUM ($926.2M -> $1.61B). IAPD ↗
85
GODWIN CAPITAL GROUP, LLC — crossed $1B in regulatory AUM ($769.7M -> $1.07B). IAPD ↗
85
AS INVESTMENT MANAGEMENT — crossed $1B in regulatory AUM ($100.0M -> $2.84B). IAPD ↗
85
INVICTUS PRIVATE WEALTH, LLC — crossed $1B in regulatory AUM ($813.6M -> $1.07B). IAPD ↗
85
FLEISHER, MARTIN — crossed $1B in regulatory AUM ($124.9M -> $1.15B). IAPD ↗
85
PETREDIS INVESTMENT ADVISORS — crossed $1B in regulatory AUM ($881.9M -> $1.11B). IAPD ↗
85
TITLEIST ASSET MANAGEMENT, LLC — crossed $1B in regulatory AUM ($960.5M -> $1.40B). IAPD ↗
75
OSAIC WEALTH, INC. — reported RAUM up 220% ($29.54B -> $94.56B). IAPD ↗
75
CETERA INVESTMENT ADVISERS LLC — reported RAUM up 213% ($33.36B -> $104.47B). IAPD ↗
75
T. ROWE PRICE ADVISORY SERVICES, INC. — reported RAUM up 87% ($1.37B -> $2.56B). IAPD ↗
75
STANCORP INVESTMENT ADVISERS, INC. — reported RAUM up 112% ($16.21B -> $34.39B). IAPD ↗
75
CLIFFWATER LLC — reported RAUM up 87% ($14.26B -> $26.71B). IAPD ↗
75
MODERA WEALTH MANAGEMENT, LLC — reported RAUM up 84% ($6.80B -> $12.53B). IAPD ↗
75
AXXCESS WEALTH MANAGEMENT, LLC — reported RAUM up 90% ($3.40B -> $6.47B). IAPD ↗
75
TIDAL INVESTMENTS LLC — reported RAUM up 103% ($5.57B -> $11.33B). IAPD ↗
75
THE WEALTH CONSULTING GROUP — reported RAUM up 86% ($2.80B -> $5.19B). IAPD ↗
75
FIRST NATIONAL ADVISERS, LLC — reported RAUM up 158% ($2.42B -> $6.24B). IAPD ↗
75
ALERA INVESTMENT ADVISORS, LLC — reported RAUM up 136% ($1.16B -> $2.73B). IAPD ↗
75
DAKOTA WEALTH, LLC — reported RAUM up 109% ($2.55B -> $5.33B). IAPD ↗
75
QUANTINNO CAPITAL MANAGEMENT LP — reported RAUM up 106% ($2.09B -> $4.30B). IAPD ↗
75
EASTERLY INVESTMENT PARTNERS LLC — reported RAUM up 110% ($1.34B -> $2.81B). IAPD ↗
75
F/M INVESTMENTS LLC — reported RAUM up 215% ($1.87B -> $5.88B). IAPD ↗
75
THE AMERIFLEX GROUP — reported RAUM up 91% ($3.42B -> $6.52B). IAPD ↗
75
RED SWAN PRIVATE CLIENT — reported RAUM up 141% ($1.04B -> $2.51B). IAPD ↗
75
MAYFLOWER ADVISORS — reported RAUM up 356% ($1.03B -> $4.69B). IAPD ↗
75
MERCURY ADVISORY, LLC — reported RAUM up 232% ($1.93B -> $6.40B). IAPD ↗
75
SYON CAPITAL LLC — reported RAUM up 78% ($1.42B -> $2.53B). IAPD ↗
75
REGIS MANAGEMENT, A MERCER ADVISORS COMPANY — reported RAUM up 90% ($1.51B -> $2.87B). IAPD ↗
75
STONEBRIDGE FINANCIAL GROUP, LLC — 's provisional registration is now fully approved. IAPD ↗
74
MARQUETTE ASSOCIATES, INC. — reported RAUM up 72% ($13.31B -> $22.95B). IAPD ↗
74
BNY MELLON ADVISORS, INC. — reported RAUM up 74% ($11.31B -> $19.69B). IAPD ↗
74
PENNINGTON PARTNERS & CO., LLC — reported RAUM up 75% ($1.70B -> $2.97B). IAPD ↗
74
SAMMONS FINANCIAL GROUP ASSET MANAGEMENT, LLC — reported RAUM up 74% ($6.51B -> $11.36B). IAPD ↗
74
ADVISOR PARTNERS — reported RAUM up 74% ($1.94B -> $3.38B). IAPD ↗
74
CATALYTIC WEALTH MANAGEMENT — reported RAUM up 71% ($1.00B -> $1.71B). IAPD ↗
73
WESTPORT ASSET MANAGEMENT INC — reported RAUM up 100% ($211.3M -> $422.0M). IAPD ↗
73
AVISO WEALTH MANAGEMENT — reported RAUM up 80% ($223.4M -> $401.7M). IAPD ↗
73
UHLER VERTICH WHITE ADVISORS — reported RAUM up 80% ($258.7M -> $466.0M). IAPD ↗
73
WISE WEALTH, LLC — reported RAUM up 84% ($177.4M -> $326.2M). IAPD ↗
73
CLINTON INVESTMENT MANAGEMENT, LLC — reported RAUM up 69% ($1.69B -> $2.85B). IAPD ↗
73
COORDINATED FINANCIAL SERVICES, INC. — reported RAUM up 173% ($116.5M -> $318.1M). IAPD ↗
73
CLEAR HAVEN CAPITAL MANAGEMENT, LLC — reported RAUM up 98% ($245.6M -> $485.8M). IAPD ↗
73
ADAMS ASHBY FINANCIAL ADVISORS — reported RAUM up 87% ($236.3M -> $442.5M). IAPD ↗
73
CS PLANNING CORP — reported RAUM up 77% ($542.6M -> $957.9M). IAPD ↗
73
PAULSON WEALTH MANAGEMENT INC. — reported RAUM up 87% ($261.5M -> $489.4M). IAPD ↗
73
COVENANT WEALTH ADVISORS — reported RAUM up 83% ($271.7M -> $496.3M). IAPD ↗
73
GOODHAVEN CAPITAL MANAGEMENT — reported RAUM up 84% ($182.7M -> $336.4M). IAPD ↗
73
ADVISORY ALPHA, LLC — reported RAUM up 68% ($1.79B -> $3.00B). IAPD ↗
73
MURPHY & SYLVEST — reported RAUM up 97% ($163.3M -> $321.3M). IAPD ↗
73
OAK GROVE CAPITAL, LLC — reported RAUM up 102% ($169.1M -> $340.9M). IAPD ↗
73
LION STREET ADVISORS, LLC — reported RAUM up 67% ($1.40B -> $2.34B). IAPD ↗
73
EQUITA FINANCIAL NETWORK, INC. — reported RAUM up 87% ($151.5M -> $283.1M). IAPD ↗
73
FLORENCE CAPITAL ADVISORS, LLC — reported RAUM up 265% ($117.0M -> $427.3M). IAPD ↗
73
GIBBS WEALTH MANAGEMENT, LLC — reported RAUM up 96% ($200.2M -> $391.4M). IAPD ↗
73
ADDICUS ADVISORY, LLC — reported RAUM up 106% ($131.6M -> $270.6M). IAPD ↗
73
INTEGRATED WEALTH CONCEPTS LLC — reported RAUM up 66% ($7.47B -> $12.39B). IAPD ↗
73
ONE WEALTH MANAGEMENT — reported RAUM up 229% ($104.5M -> $343.8M). IAPD ↗
73
CALIGAN PARTNERS — reported RAUM up 149% ($139.8M -> $347.9M). IAPD ↗
73
ROOT FINANCIAL PARTNERS — reported RAUM up 113% ($187.5M -> $399.2M). IAPD ↗
73
H&H INTERNATIONAL INVESTMENT, LLC — reported RAUM up 66% ($10.89B -> $18.04B). IAPD ↗
73
MAIA WEALTH — reported RAUM up 84% ($213.5M -> $392.5M). IAPD ↗
73
RETIREMENT WELLNESS GROUP — reported RAUM up 235% ($145.3M -> $486.3M). IAPD ↗
73
THE MENARD FINANCIAL GROUP, LLC — reported RAUM up 85% ($206.6M -> $381.4M). IAPD ↗
73
SIGNAL ADVISORS WEALTH, LLC — reported RAUM up 248% ($133.9M -> $465.3M). IAPD ↗
73
SHERWOOD FINANCIAL PARTNERS, LLC — reported RAUM up 157% ($113.4M -> $291.6M). IAPD ↗
73
TANNIN CAPITAL, LLC — reported RAUM up 99% ($182.0M -> $362.3M). IAPD ↗
73
LLOYD HARBOR CAPITAL MANAGEMENT, LLC — reported RAUM up 103% ($221.7M -> $450.9M). IAPD ↗
73
PHD RETIREMENT CONSULTING — reported RAUM up 190% ($136.0M -> $394.6M). IAPD ↗
73
WELLINGTON WEALTH STRATEGIES, LLC — reported RAUM up 175% ($101.6M -> $279.6M). IAPD ↗
73
VIRTERA PARTNERS LLC — reported RAUM up 87% ($185.7M -> $346.9M). IAPD ↗
73
DALTON INVESTMENTS, INC. — reported RAUM up 69% ($2.41B -> $4.06B). IAPD ↗
73
PENSION & WEALTH MANAGEMENT ADVISORS — reported RAUM up 75% ($172.1M -> $301.3M). IAPD ↗
73
WEST MICHIGAN ADVISORS, LLC — reported RAUM up 77% ($279.8M -> $494.8M). IAPD ↗
73
GAMMA INVESTING LLC — reported RAUM up 118% ($204.3M -> $445.1M). IAPD ↗
73
POWER WEALTH MANAGEMENT — reported RAUM up 130% ($127.8M -> $293.8M). IAPD ↗
73
PROSPERITAS FINANCIAL, LLC — reported RAUM up 77% ($221.8M -> $391.8M). IAPD ↗
73
TWO PRIME LLC — reported RAUM up 100% ($125.0M -> $250.0M). IAPD ↗
73
LAVELLE CAPITAL — reported RAUM up 80% ($148.6M -> $267.4M). IAPD ↗
73
ALLOCATE MANAGEMENT COMPANY, LLC — reported RAUM up 95% ($247.0M -> $482.0M). IAPD ↗
73
PINE HARBOR WEALTH MANAGEMENT LLC — reported RAUM up 124% ($158.7M -> $356.2M). IAPD ↗
73
FIAT WEALTH MANAGEMENT — reported RAUM up 91% ($133.4M -> $254.6M). IAPD ↗
73
VALUE ALIGNED RESEARCH ADVISORS, LLC — reported RAUM up 79% ($220.8M -> $395.9M). IAPD ↗
73
MEOW ADVISORY, LLC — reported RAUM up 122% ($127.2M -> $282.6M). IAPD ↗
73
APOLLON FINANCIAL, LLC — reported RAUM up 229% ($146.6M -> $482.3M). IAPD ↗
73
BUCK WEALTH STRATEGIES, LLC — reported RAUM up 123% ($134.3M -> $299.9M). IAPD ↗
73
BESPOKE ADVISORY — reported RAUM up 85% ($200.9M -> $372.6M). IAPD ↗
73
VICTORY FINANCIAL — reported RAUM up 102% ($143.2M -> $288.8M). IAPD ↗
73
FIFTH FORCE MANAGEMENT — reported RAUM up 178% ($113.2M -> $315.0M). IAPD ↗
73
QUANTUM PORTFOLIO MANAGEMENT — reported RAUM up 502% ($61.7M -> $370.9M). IAPD ↗
73
INTERTIDE PARTNERS — reported RAUM up 2711% ($11.9M -> $334.0M). IAPD ↗
73
EIGHT 31 FINANCIAL, LLC — reported RAUM up 97% ($177.8M -> $350.5M). IAPD ↗
73
CORE WEALTH PARTNERS LLC — 's provisional registration is now fully approved. IAPD ↗
73
GREATER MIDWEST FINANCIAL GROUP, LLC — 's provisional registration is now fully approved. IAPD ↗
73
INTERTIDE PARTNERS — 's provisional registration is now fully approved. IAPD ↗
73
EVERNEST FINANCIAL ADVISORS — 's provisional registration is now fully approved. IAPD ↗
73
CURIO WEALTH, LLC — 's provisional registration is now fully approved. IAPD ↗
73
STIFEL CAPITAL MANAGEMENT, LLC — 's provisional registration is now fully approved. IAPD ↗
73
MCCARTHY & COX RETIREMENT & ESTATE SPECIALISTS LLC — 's provisional registration is now fully approved. IAPD ↗
73
WEINAND FINANCIAL, INC. — 's provisional registration is now fully approved. IAPD ↗
73
GRATUS WEALTH ADVISORS LLC — 's provisional registration is now fully approved. IAPD ↗
73
POSTROCK PARTNERS LLC — 's provisional registration is now fully approved. IAPD ↗
73
TORREYANA CAPITAL — 's provisional registration is now fully approved. IAPD ↗
73
ADAPT WEALTH ADVISORS, LLC — 's provisional registration is now fully approved. IAPD ↗
72
MONTROSE ADVISORS INC — reported RAUM up 72% ($240.1M -> $413.1M). IAPD ↗
72
BOLTON GLOBAL ASSET MANAGEMENT — reported RAUM up 62% ($3.62B -> $5.85B). IAPD ↗
72
GEOWEALTH MANAGEMENT LLC — reported RAUM up 63% ($7.55B -> $12.33B). IAPD ↗
72
AVIOR WEALTH MANAGEMENT, LLC — reported RAUM up 65% ($2.42B -> $3.99B). IAPD ↗
72
KESTRA PRIVATE WEALTH SERVICES, LLC — reported RAUM up 63% ($4.48B -> $7.30B). IAPD ↗
72
OBSIDIAN PERSONAL PLANNING SOLUTIONS, LLC — reported RAUM up 71% ($182.5M -> $312.8M). IAPD ↗
72
SPIDERROCK ADVISORS, LLC — reported RAUM up 61% ($3.02B -> $4.85B). IAPD ↗
72
VESTMARK ADVISORY SOLUTIONS, INC. — reported RAUM up 61% ($3.49B -> $5.64B). IAPD ↗
72
HUMAN INTEREST ADVISORS LLC — reported RAUM up 64% ($2.11B -> $3.45B). IAPD ↗
72
GUIDELINE, INC. — reported RAUM up 61% ($7.26B -> $11.71B). IAPD ↗
72
DGS CAPITAL MANAGEMENT — reported RAUM up 72% ($260.1M -> $446.7M). IAPD ↗
72
HIGHLINE WEALTH PARTNERS — reported RAUM up 73% ($285.1M -> $493.7M). IAPD ↗
72
BEACON GLOBAL ADVISOR NETWORK, LLC — reported RAUM up 72% ($169.4M -> $291.6M). IAPD ↗
72
APOLLON WEALTH MANAGEMENT, LLC — reported RAUM up 64% ($3.36B -> $5.52B). IAPD ↗
72
HAYS FINANCIAL GROUP, LLC — reported RAUM up 62% ($3.16B -> $5.10B). IAPD ↗
72
PRECEDENT WEALTH PARTNERS, LLC — reported RAUM up 71% ($221.0M -> $378.7M). IAPD ↗
71
ONEAMERICA SECURITIES, INC. — reported RAUM up 67% ($158.0M -> $264.4M). IAPD ↗
71
AMERICAN PORTFOLIOS ADVISORS, INC — reported RAUM up 56% ($8.40B -> $13.08B). IAPD ↗
71
EATON-CAMBRIDGE INC. — reported RAUM up 68% ($190.1M -> $319.9M). IAPD ↗
71
MODERN CAPITAL ADVISORS, LLC — reported RAUM up 66% ($171.8M -> $285.4M). IAPD ↗
71
BULLTICK WEALTH MANAGEMENT, LLC — reported RAUM up 56% ($1.66B -> $2.59B). IAPD ↗
71
CIRCLE WEALTH MANAGEMENT, LLC — reported RAUM up 55% ($6.55B -> $10.17B). IAPD ↗
71
GALLAGHER FIDUCIARY ADVISORS, LLC — reported RAUM up 57% ($6.54B -> $10.24B). IAPD ↗
71
INTRUA FINANCIAL — reported RAUM up 58% ($1.05B -> $1.66B). IAPD ↗
71
ETHIC INC. — reported RAUM up 56% ($3.15B -> $4.91B). IAPD ↗
71
VANGUARD PERSONALIZED INDEXING MANAGEMENT — reported RAUM up 59% ($2.73B -> $4.35B). IAPD ↗
71
ARISTOTLE ATLANTIC PARTNERS, LLC — reported RAUM up 56% ($1.85B -> $2.88B). IAPD ↗
71
BROADWAY WEALTH SOLUTIONS — reported RAUM up 69% ($148.1M -> $250.8M). IAPD ↗
71
FIRST EAGLE SEPARATE ACCOUNT MANAGEMENT, LLC — reported RAUM up 67% ($156.7M -> $261.1M). IAPD ↗
71
GIVERNY CAPITAL ASSET MANAGEMENT — reported RAUM up 66% ($221.8M -> $368.8M). IAPD ↗
71
TRANSCE3ND LLC — reported RAUM up 70% ($184.3M -> $313.2M). IAPD ↗
71
MISSION PRIME LLC — reported RAUM up 55% ($1.37B -> $2.12B). IAPD ↗
70
BERTHEL FISHER & COMPANY FINANCIAL SERVICES, INC. — crossed $500M in regulatory AUM ($395.9M -> $742.2M). IAPD ↗
70
ALLIANCE ADVISORY & SECURITIES, LLC — crossed $500M in regulatory AUM ($454.4M -> $608.4M). IAPD ↗
70
SANDERS MORRIS LLC — crossed $500M in regulatory AUM ($492.3M -> $819.9M). IAPD ↗
70
COKER & PALMER — crossed $500M in regulatory AUM ($136.8M -> $791.5M). IAPD ↗
70
ROGAN & ASSOCIATES — crossed $500M in regulatory AUM ($286.0M -> $586.2M). IAPD ↗
70
CLUNE & ASSOCIATES — crossed $500M in regulatory AUM ($433.7M -> $582.7M). IAPD ↗
70
LAWSON KROEKER INVESTMENT MANAGEMENT INC — crossed $500M in regulatory AUM ($397.3M -> $623.8M). IAPD ↗
70
JENTNER WEALTH MANAGEMENT — crossed $500M in regulatory AUM ($481.1M -> $522.6M). IAPD ↗
70
SCOTT & SELBER, INC. CAPITAL MANAGEMENT — crossed $500M in regulatory AUM ($452.3M -> $513.9M). IAPD ↗
70
PVG ASSET MANAGEMENT CORP — crossed $500M in regulatory AUM ($350.7M -> $500.4M). IAPD ↗
70
COMPASS WEALTH MANAGEMENT LLC — crossed $500M in regulatory AUM ($461.3M -> $542.1M). IAPD ↗
70
HOLDERNESS INVESTMENTS CO — crossed $500M in regulatory AUM ($346.7M -> $510.8M). IAPD ↗
70
LK&A INVESTMENT COUNSEL — crossed $500M in regulatory AUM ($440.6M -> $509.6M). IAPD ↗
70
CAPITAL RESOURCE MANAGEMENT,INC. — crossed $500M in regulatory AUM ($492.0M -> $532.9M). IAPD ↗
70
HFR WEALTH MANAGEMENT, LLC — crossed $500M in regulatory AUM ($465.1M -> $513.3M). IAPD ↗
70
HARTLINE INVESTMENT CORPORATION — crossed $500M in regulatory AUM ($497.2M -> $659.3M). IAPD ↗
70
TRUST ADVISORY GROUP LTD — crossed $500M in regulatory AUM ($499.7M -> $560.4M). IAPD ↗
70
ASPYRE WEALTH PARTNERS — crossed $500M in regulatory AUM ($468.4M -> $534.8M). IAPD ↗
70
WHELAN FINANCIAL — crossed $500M in regulatory AUM ($453.1M -> $568.8M). IAPD ↗
70
KUTSCHER BENNER BARSNESS & STEVENS, INC. — crossed $500M in regulatory AUM ($436.0M -> $513.2M). IAPD ↗
70
WHITE LIGHTHOUSE INVESTMENT MANAGEMENT, INC. — crossed $500M in regulatory AUM ($421.2M -> $511.1M). IAPD ↗
70
SEMPER AUGUSTUS INVESTMENTS GROUP LLC — crossed $500M in regulatory AUM ($477.2M -> $597.2M). IAPD ↗
70
PARAGON CAPITAL MANAGEMENT LLC — crossed $500M in regulatory AUM ($451.2M -> $545.0M). IAPD ↗
70
FINANCIAL ALTERNATIVES, INC. — crossed $500M in regulatory AUM ($459.0M -> $507.1M). IAPD ↗
70
GUGGENHEIM INVESTMENT ADVISORS, LLC — crossed $500M in regulatory AUM ($391.6M -> $876.5M). IAPD ↗
70
MARIETTA INVESTMENT PARTNERS, LLC — crossed $500M in regulatory AUM ($481.9M -> $535.6M). IAPD ↗
70
JOHN E. SESTINA AND COMPANY — crossed $500M in regulatory AUM ($451.1M -> $547.0M). IAPD ↗
70
HIGH FALLS ADVISORS, INC. — crossed $500M in regulatory AUM ($451.4M -> $520.6M). IAPD ↗
70
NORTHEAST ADVISERS, INC. — crossed $500M in regulatory AUM ($489.3M -> $517.1M). IAPD ↗
70
KAYE CAPITAL MANAGEMENT — crossed $500M in regulatory AUM ($488.5M -> $668.7M). IAPD ↗
70
KIELY WEALTH ADVISORY GROUP, INC. — crossed $500M in regulatory AUM ($416.0M -> $525.0M). IAPD ↗
70
BEAM WEALTH ADVISORS, INC. — crossed $500M in regulatory AUM ($499.2M -> $577.4M). IAPD ↗
70
OARSMAN CAPITAL, INC — crossed $500M in regulatory AUM ($440.0M -> $703.3M). IAPD ↗
70
BARD FINANCIAL SERVICES, INC. — crossed $500M in regulatory AUM ($494.0M -> $573.0M). IAPD ↗
70
KNIGHTSBRIDGE WEALTH MANAGEMENT — crossed $500M in regulatory AUM ($491.2M -> $643.7M). IAPD ↗
70
LEELYN SMITH, LLC — crossed $500M in regulatory AUM ($466.1M -> $603.4M). IAPD ↗
70
FIRST FIDUCIARY INVESTMENT COUNSEL INC — crossed $500M in regulatory AUM ($489.3M -> $502.0M). IAPD ↗
70
INTEGRIS WEALTH MANAGEMENT, LLC — crossed $500M in regulatory AUM ($488.3M -> $573.9M). IAPD ↗
70
MORLING FINANCIAL ADVISORS, LLC — crossed $500M in regulatory AUM ($485.6M -> $607.0M). IAPD ↗
70
MONUMENT GROUP WEALTH ADVISORS, LLC — crossed $500M in regulatory AUM ($429.4M -> $535.6M). IAPD ↗
70
EPSILON FINANCIAL GROUP, INC. — crossed $500M in regulatory AUM ($466.0M -> $559.0M). IAPD ↗
70
NEUMANN CAPITAL MANAGEMENT — crossed $500M in regulatory AUM ($443.9M -> $506.2M). IAPD ↗
70
DAVIDSON CAPITAL MANAGEMENT, INC — crossed $500M in regulatory AUM ($401.2M -> $503.1M). IAPD ↗
70
CENTURY MANAGEMENT FINANCIAL ADVISORS — crossed $500M in regulatory AUM ($461.4M -> $500.5M). IAPD ↗
70
PARKER INVESTMENT MANAGEMENT, LLC — crossed $500M in regulatory AUM ($413.7M -> $536.4M). IAPD ↗
70
STRATEGIC PLANNING GROUP — crossed $500M in regulatory AUM ($431.8M -> $513.8M). IAPD ↗
70
LAUTERBACH FINANCIAL ADVISORS, LLC — crossed $500M in regulatory AUM ($485.9M -> $549.9M). IAPD ↗
70
DISCIPLINED INVESTORS, L.L.C. — crossed $500M in regulatory AUM ($458.4M -> $577.3M). IAPD ↗
70
THE GOFF FINANCIAL GROUP — crossed $500M in regulatory AUM ($420.3M -> $500.9M). IAPD ↗
70
ELEMENT WEALTH, LLC — crossed $500M in regulatory AUM ($449.6M -> $549.8M). IAPD ↗
70
BW & ASSOCIATES, INC. — crossed $500M in regulatory AUM ($442.6M -> $523.4M). IAPD ↗
70
FREEGULLIVER, LLC — crossed $500M in regulatory AUM ($465.3M -> $548.3M). IAPD ↗
70
CAPITAL ADVISERS, INC. — crossed $500M in regulatory AUM ($360.0M -> $560.0M). IAPD ↗
70
LOUNTZIS ASSET MANAGEMENT, LLC — crossed $500M in regulatory AUM ($415.3M -> $504.5M). IAPD ↗
70
NAVALIGN, LLC — crossed $500M in regulatory AUM ($438.7M -> $553.7M). IAPD ↗
70
GERBER, LLC — crossed $500M in regulatory AUM ($396.4M -> $502.8M). IAPD ↗
70
PATTON WEALTH ADVISORS — crossed $500M in regulatory AUM ($438.0M -> $593.6M). IAPD ↗
70
KLAAS FINANCIAL ASSET ADVISORS, LLC. — crossed $500M in regulatory AUM ($478.3M -> $568.6M). IAPD ↗
70
ALTRIUS CAPITAL MANAGEMENT, INC. — crossed $500M in regulatory AUM ($458.5M -> $586.5M). IAPD ↗
70
MARKET STREET WEALTH MANAGEMENT ADVISORS, LLC — crossed $500M in regulatory AUM ($491.8M -> $571.8M). IAPD ↗
70
FIFTH AVENUE FAMILY OFFICE — crossed $500M in regulatory AUM ($190.7M -> $633.4M). IAPD ↗
70
FINANCIAL PLANS & STRATEGIES, INC. — crossed $500M in regulatory AUM ($431.3M -> $549.9M). IAPD ↗
70
JVL WEALTH STRATEGIES — crossed $500M in regulatory AUM ($431.7M -> $552.7M). IAPD ↗
70
PURKISS CAPITAL ADVISORS, LLC — crossed $500M in regulatory AUM ($452.6M -> $514.2M). IAPD ↗
70
LUNT CAPITAL MANAGEMENT INC. — crossed $500M in regulatory AUM ($466.6M -> $521.1M). IAPD ↗
70
KELLEHER FINANCIAL ADVISORS, LLC — crossed $500M in regulatory AUM ($470.7M -> $573.6M). IAPD ↗
70
FOUNDATION WEALTH MANAGEMENT, LLC — crossed $500M in regulatory AUM ($478.0M -> $525.1M). IAPD ↗
70
HOPWOOD FINANCIAL SERVICES, INC. — crossed $500M in regulatory AUM ($486.3M -> $548.1M). IAPD ↗
70
FRANCIS FINANCIAL — crossed $500M in regulatory AUM ($419.4M -> $509.7M). IAPD ↗
70
EICHNER INVESTMENT PLANNING, LLC — crossed $500M in regulatory AUM ($417.3M -> $536.6M). IAPD ↗
70
EVEREST CONSULTANTS, LLC — crossed $500M in regulatory AUM ($446.0M -> $549.9M). IAPD ↗
70
OAKMONT CAPITAL MANAGEMENT, LLC — crossed $500M in regulatory AUM ($455.6M -> $528.4M). IAPD ↗
70
CASSADY SCHILLER WEALTH MANAGEMENT, LLC — crossed $500M in regulatory AUM ($413.8M -> $517.4M). IAPD ↗
70
E & G ADVISORS, LP — crossed $500M in regulatory AUM ($466.7M -> $519.2M). IAPD ↗
70
NEWBRIDGE FINANCIAL SERVICES GROUP, INC. — crossed $500M in regulatory AUM ($472.0M -> $566.2M). IAPD ↗
70
ROCK POINT ADVISORS, LLC — crossed $500M in regulatory AUM ($460.4M -> $527.3M). IAPD ↗
70
ABG CONSULTANTS — crossed $500M in regulatory AUM ($468.3M -> $511.9M). IAPD ↗
70
WATTS GWILLIAM & COMPANY, LLC — crossed $500M in regulatory AUM ($432.9M -> $586.6M). IAPD ↗
70
IRC WEALTH — crossed $500M in regulatory AUM ($432.3M -> $518.8M). IAPD ↗
70
GRYPHON ADVISORS, LLC — crossed $500M in regulatory AUM ($450.0M -> $510.3M). IAPD ↗
70
THE WATCHMAN GROUP, INC. — crossed $500M in regulatory AUM ($451.1M -> $533.1M). IAPD ↗
70
CENTRIC WEALTH MANAGEMENT, LLC — crossed $500M in regulatory AUM ($448.5M -> $659.2M). IAPD ↗
70
KENDALL CAPITAL MANAGEMENT — crossed $500M in regulatory AUM ($419.1M -> $519.8M). IAPD ↗
70
FCF ADVISORS LLC — crossed $500M in regulatory AUM ($354.4M -> $585.6M). IAPD ↗
70
AMERICAN INDEPENDENT SECURITIES GROUP, LLC — crossed $500M in regulatory AUM ($407.7M -> $513.3M). IAPD ↗
70
THE RICE PARTNERSHIP, LLC — crossed $500M in regulatory AUM ($499.2M -> $609.4M). IAPD ↗
70
INTEGRITY FINANCIAL CORPORATION — crossed $500M in regulatory AUM ($462.7M -> $549.1M). IAPD ↗
70
ACKERMAN ASSET MANAGEMENT, LLC — crossed $500M in regulatory AUM ($458.9M -> $559.3M). IAPD ↗
70
STONE HOUSE INVESTMENT MANAGEMENT, LLC — crossed $500M in regulatory AUM ($401.5M -> $544.5M). IAPD ↗
70
ALPHA INVESTMENT CONSULTING GROUP, LLC — crossed $500M in regulatory AUM ($465.4M -> $560.5M). IAPD ↗
70
ASSET STRATEGY ADVISORS, LLC — crossed $500M in regulatory AUM ($493.8M -> $557.0M). IAPD ↗
70
RIVERVIEW CAPITAL ADVISERS LLC — crossed $500M in regulatory AUM ($458.1M -> $527.5M). IAPD ↗
70
FIRST CITIZENS ASSET MANAGEMENT, INC — crossed $500M in regulatory AUM ($273.7M -> $523.0M). IAPD ↗
70
SIKICH FINANCIAL — crossed $500M in regulatory AUM ($486.4M -> $749.1M). IAPD ↗
70
DREAM CAPITAL ADVISORS, LLC — crossed $500M in regulatory AUM ($491.4M -> $553.0M). IAPD ↗
70
TRUE WEALTH DESIGN, LLC — crossed $500M in regulatory AUM ($431.1M -> $561.1M). IAPD ↗
70
BELLATORE FINANCIAL, INC. — crossed $500M in regulatory AUM ($496.3M -> $513.3M). IAPD ↗
70
BROADVIEW FINANCIAL MANAGEMENT, LLC — crossed $500M in regulatory AUM ($465.3M -> $549.0M). IAPD ↗
70
PARAGON FINANCIAL ADVISORS — crossed $500M in regulatory AUM ($480.5M -> $680.6M). IAPD ↗
70
SECURE ASSET MANAGEMENT, L.L.C. — crossed $500M in regulatory AUM ($440.0M -> $599.6M). IAPD ↗
70
J.P. MARVEL WEALTH MANAGEMENT, INC. — crossed $500M in regulatory AUM ($483.6M -> $564.2M). IAPD ↗
70
WALSH & ASSOCIATES, LLC — crossed $500M in regulatory AUM ($481.9M -> $574.3M). IAPD ↗
70
PREISZ FINANCIAL — crossed $500M in regulatory AUM ($480.8M -> $552.9M). IAPD ↗
70
CONCENTRIC WEALTH MANAGEMENT LLC — crossed $500M in regulatory AUM ($494.6M -> $601.3M). IAPD ↗
70
DMKC ADVISORY SERVICES, LLC — crossed $500M in regulatory AUM ($476.8M -> $562.5M). IAPD ↗
70
DIVERSIFY WEALTH MANAGEMENT LLC — crossed $500M in regulatory AUM ($458.1M -> $540.2M). IAPD ↗
70
PASI INVESTMENTS, LLC — crossed $500M in regulatory AUM ($450.9M -> $503.3M). IAPD ↗
70
GENEX CONSULTING — crossed $500M in regulatory AUM ($496.3M -> $605.5M). IAPD ↗
70
CONCISE CAPITAL MANAGEMENT, L.P. — crossed $500M in regulatory AUM ($465.4M -> $526.4M). IAPD ↗
70
PETERSON WEALTH ADVISORS, LLC — crossed $500M in regulatory AUM ($479.1M -> $567.4M). IAPD ↗
70
PRINCETON GLOBAL ASSET MANAGEMENT LLC — crossed $500M in regulatory AUM ($491.4M -> $605.8M). IAPD ↗
70
GREAT POINT WEALTH ADVISORS, LLC — crossed $500M in regulatory AUM ($464.4M -> $545.9M). IAPD ↗
70
VERDE CAPITAL MANAGEMENT, INC. — crossed $500M in regulatory AUM ($376.2M -> $505.5M). IAPD ↗
70
NBW CAPITAL LLC — crossed $500M in regulatory AUM ($456.2M -> $525.3M). IAPD ↗
70
SCHWARZ DYGOS WHEELER INVESTMENT ADVISORS LLC — crossed $500M in regulatory AUM ($445.3M -> $552.9M). IAPD ↗
70
SIGNALPOINT ASSET MANAGEMENT LLC — crossed $500M in regulatory AUM ($441.0M -> $522.3M). IAPD ↗
70
HOURGLASS CAPITAL, LLC — crossed $500M in regulatory AUM ($467.6M -> $535.6M). IAPD ↗
70
SIHARUM ADVISORS, LLC — crossed $500M in regulatory AUM ($489.6M -> $560.6M). IAPD ↗
70
THE RETIREMENT GROUP, LLC — crossed $500M in regulatory AUM ($437.4M -> $544.5M). IAPD ↗
70
WOODWARD FINANCIAL ADVISORS, INC. — crossed $500M in regulatory AUM ($455.3M -> $511.2M). IAPD ↗
70
TALSON CAPITAL MANAGEMENT L.P. — crossed $500M in regulatory AUM ($489.2M -> $530.0M). IAPD ↗
70
FORT SHERIDAN ADVISORS LLC — crossed $500M in regulatory AUM ($409.8M -> $647.9M). IAPD ↗
70
CHERRY TREE WEALTH MANAGEMENT, LLC — crossed $500M in regulatory AUM ($484.9M -> $553.9M). IAPD ↗
70
S.A. MASON, LLC — crossed $500M in regulatory AUM ($454.3M -> $573.9M). IAPD ↗
70
ARIN RISK ADVISORS LLC — crossed $500M in regulatory AUM ($345.3M -> $987.8M). IAPD ↗
70
MISSION CREEK CAPITAL PARTNERS, INC. — crossed $500M in regulatory AUM ($424.2M -> $547.0M). IAPD ↗
70
VENTURA WEALTH MANAGEMENT — crossed $500M in regulatory AUM ($443.2M -> $518.2M). IAPD ↗
70
ASSET ALLOCATION STRATEGIES, LLC — crossed $500M in regulatory AUM ($451.3M -> $626.7M). IAPD ↗
70
PENINSULA WEALTH, LLC — crossed $500M in regulatory AUM ($480.7M -> $623.1M). IAPD ↗
70
WESTHILL FINANCIAL ADVISORS, INC. — crossed $500M in regulatory AUM ($487.9M -> $588.8M). IAPD ↗
70
ROVIN CAPITAL — crossed $500M in regulatory AUM ($478.6M -> $596.1M). IAPD ↗
70
FLYNN ZITO CAPITAL MANAGEMENT, LLC — crossed $500M in regulatory AUM ($470.2M -> $549.2M). IAPD ↗
70
HORAN CAPITAL ADVISORS, LLC — crossed $500M in regulatory AUM ($483.5M -> $533.6M). IAPD ↗
70
FOREFRONT ANALYTICS, LLC — crossed $500M in regulatory AUM ($454.0M -> $500.4M). IAPD ↗
70
BARON WEALTH MANAGEMENT, LLC — crossed $500M in regulatory AUM ($498.8M -> $626.5M). IAPD ↗
70
WAMBOLT & ASSOCIATES, LLC — crossed $500M in regulatory AUM ($419.3M -> $564.7M). IAPD ↗
70
12TH STREET ASSET MANAGEMENT — crossed $500M in regulatory AUM ($481.9M -> $545.8M). IAPD ↗
70
RENAISSANCE INVESTMENT GROUP, LLC — crossed $500M in regulatory AUM ($486.6M -> $558.2M). IAPD ↗
70
WAYCROSS PARTNERS, LLC — crossed $500M in regulatory AUM ($300.7M -> $566.1M). IAPD ↗
70
BELMONT CAPITAL GROUP — crossed $500M in regulatory AUM ($478.3M -> $589.8M). IAPD ↗
70
CARLTON, HOFFERKAMP AND JENKS WEALTH MANAGEMENT, LLC — crossed $500M in regulatory AUM ($458.7M -> $502.1M). IAPD ↗
70
CREAND MANAGEMENT — crossed $500M in regulatory AUM ($470.3M -> $508.3M). IAPD ↗
70
MARKET STREET WEALTH MANAGEMENT — crossed $500M in regulatory AUM ($481.3M -> $589.2M). IAPD ↗
70
APEX FINANCIAL ADVISORS, INC — crossed $500M in regulatory AUM ($470.9M -> $537.9M). IAPD ↗
70
MMA ASSET MANAGEMENT LLC — crossed $500M in regulatory AUM ($463.0M -> $638.4M). IAPD ↗
70
P/E GLOBAL LLC — crossed $500M in regulatory AUM ($371.4M -> $702.3M). IAPD ↗
70
ACTIVEST WEALTH MANAGEMENT, LLC — crossed $500M in regulatory AUM ($486.0M -> $613.4M). IAPD ↗
70
MOUNTAIN CAPITAL INVESTMENT ADVISORS INC — crossed $500M in regulatory AUM ($440.0M -> $608.0M). IAPD ↗
70
FIELDER CAPITAL GROUP LLC — crossed $500M in regulatory AUM ($439.6M -> $834.6M). IAPD ↗
70
SOLSTEIN CAPITAL, LLC — crossed $500M in regulatory AUM ($382.7M -> $562.4M). IAPD ↗
70
STUDIO INVESTMENT MANAGEMENT — crossed $500M in regulatory AUM ($457.9M -> $715.8M). IAPD ↗
70
SUMMIT STREET CAPITAL MANAGEMENT, LLC — crossed $500M in regulatory AUM ($487.3M -> $586.6M). IAPD ↗
70
LEVCO CAPITAL LP — crossed $500M in regulatory AUM ($494.2M -> $550.3M). IAPD ↗
70
MARSHALL & STERLING WEALTH ADVISORS, INC. — crossed $500M in regulatory AUM ($422.5M -> $663.9M). IAPD ↗
70
MANSKE WEALTH MANAGEMENT, LLC — crossed $500M in regulatory AUM ($426.4M -> $513.3M). IAPD ↗
70
INVEX ADVISORS LLC — crossed $500M in regulatory AUM ($460.5M -> $534.7M). IAPD ↗
70
AAF WEALTH MANAGEMENT, LLC — crossed $500M in regulatory AUM ($385.3M -> $507.1M). IAPD ↗
70
NEW VERNON WEALTH MANAGEMENT LLC — crossed $500M in regulatory AUM ($430.8M -> $551.9M). IAPD ↗
70
SOURCE FINANCIAL ADVISORS, LLC — crossed $500M in regulatory AUM ($450.7M -> $519.5M). IAPD ↗
70
ARGENT RETIREMENT PLAN ADVISORS, LLC — crossed $500M in regulatory AUM ($393.8M -> $947.7M). IAPD ↗
70
HC ADVISORS LLC — crossed $500M in regulatory AUM ($455.9M -> $625.4M). IAPD ↗
70
STONEBRIDGE FINANCIAL GROUP — crossed $500M in regulatory AUM ($323.0M -> $576.1M). IAPD ↗
70
DARWIN WEALTH MANAGEMENT — crossed $500M in regulatory AUM ($473.2M -> $570.6M). IAPD ↗
70
TCFG INVESTMENT ADVISORS, LLC — crossed $500M in regulatory AUM ($450.5M -> $506.8M). IAPD ↗
70
BENEDETTI, GUCER & ASSOCIATES — crossed $500M in regulatory AUM ($364.9M -> $572.3M). IAPD ↗
70
CONCENTRUM WEALTH MANAGEMENT — crossed $500M in regulatory AUM ($413.5M -> $623.5M). IAPD ↗
70
CAPITAL PLANNING, LLC — crossed $500M in regulatory AUM ($461.3M -> $549.4M). IAPD ↗
70
ARBOR TRUST WEALTH ADVISORS, LLC — crossed $500M in regulatory AUM ($450.6M -> $527.6M). IAPD ↗
70
TRANSATLANTIQUE PRIVATE WEALTH LLC — crossed $500M in regulatory AUM ($492.4M -> $595.3M). IAPD ↗
70
SIVIA CAPITAL PARTNERS, LLC — crossed $500M in regulatory AUM ($366.1M -> $512.9M). IAPD ↗
70
DENVER PWM, LLC — crossed $500M in regulatory AUM ($447.1M -> $585.8M). IAPD ↗
70
FIDUCIARY FINANCIAL ADVISORS — crossed $500M in regulatory AUM ($352.2M -> $555.4M). IAPD ↗
70
IFG ADVISORS, LLC — crossed $500M in regulatory AUM ($452.0M -> $554.0M). IAPD ↗
70
CATALINA CAPITAL GROUP, LLC — crossed $500M in regulatory AUM ($394.6M -> $629.6M). IAPD ↗
70
ROSE CAPITAL ADVISORS, LLC — crossed $500M in regulatory AUM ($409.6M -> $543.2M). IAPD ↗
70
CALIBER WEALTH MANAGEMENT, LLC — crossed $500M in regulatory AUM ($424.4M -> $503.2M). IAPD ↗
70
PROFESSIONAL FINANCIAL ADVISORS, LLC — crossed $500M in regulatory AUM ($307.3M -> $500.3M). IAPD ↗
70
COYLE CAPITAL, LLC — crossed $500M in regulatory AUM ($299.6M -> $625.9M). IAPD ↗
70
SHARIAPORTFOLIO, INC. — crossed $500M in regulatory AUM ($447.1M -> $832.3M). IAPD ↗
70
TREVIAN WEALTH MANAGEMENT, LLC — crossed $500M in regulatory AUM ($409.6M -> $500.3M). IAPD ↗
70
CASTLEPOINT WEALTH ADVISORS — crossed $500M in regulatory AUM ($326.7M -> $547.3M). IAPD ↗
70
ROWLAND MILLER + PARTNERS LLC — crossed $500M in regulatory AUM ($460.2M -> $514.1M). IAPD ↗
70
BETTERWEALTH LLC — crossed $500M in regulatory AUM ($385.8M -> $501.7M). IAPD ↗
70
FINANCIAL FOCUS LLC — crossed $500M in regulatory AUM ($487.1M -> $642.0M). IAPD ↗
70
SUMMIT WEALTH GROUP LLC — crossed $500M in regulatory AUM ($499.7M -> $516.1M). IAPD ↗
70
DELAP WEALTH ADVISORY, LLC — crossed $500M in regulatory AUM ($317.8M -> $545.6M). IAPD ↗
70
SWEENEY & MICHEL, LLC — crossed $500M in regulatory AUM ($423.5M -> $557.5M). IAPD ↗
70
BECK BODE LLC — crossed $500M in regulatory AUM ($489.8M -> $556.4M). IAPD ↗
70
WOODSTOCK WEALTH MANAGEMENT, INC. — crossed $500M in regulatory AUM ($418.8M -> $511.2M). IAPD ↗
70
SUNBURST FINANCIAL GROUP, LLC — crossed $500M in regulatory AUM ($500.0M -> $578.4M). IAPD ↗
70
PAX FINANCIAL GROUP — crossed $500M in regulatory AUM ($494.8M -> $600.1M). IAPD ↗
70
TRUNORTH WEALTH PARTNERS — crossed $500M in regulatory AUM ($467.7M -> $516.8M). IAPD ↗
70
NORTHSTAR FIDUCIARY PARTNERS, LLC — crossed $500M in regulatory AUM ($451.7M -> $771.7M). IAPD ↗
70
PALO ALTO WEALTH ADVISORS, LLC — crossed $500M in regulatory AUM ($472.7M -> $592.9M). IAPD ↗
70
WMG FINANCIAL ADVISORS, LLC — crossed $500M in regulatory AUM ($464.4M -> $523.1M). IAPD ↗
70
MAYTECH GLOBAL INVESTMENTS — crossed $500M in regulatory AUM ($366.2M -> $627.2M). IAPD ↗
70
ROUND ROCK ADVISORS LLC — crossed $500M in regulatory AUM ($484.8M -> $673.3M). IAPD ↗
70
TCP ASSET MANAGEMENT, LLC — crossed $500M in regulatory AUM ($470.5M -> $641.8M). IAPD ↗
70
ADAMS WEALTH ADVISORS — crossed $500M in regulatory AUM ($443.8M -> $603.5M). IAPD ↗
70
WISS PRIVATE CLIENT ADVISORS, LLC — crossed $500M in regulatory AUM ($246.8M -> $539.7M). IAPD ↗
70
G2 CAPITAL MANAGEMENT, LLC — crossed $500M in regulatory AUM ($492.1M -> $557.0M). IAPD ↗
70
STORDAHL CAPITAL MANAGEMENT, INC. — crossed $500M in regulatory AUM ($437.4M -> $530.4M). IAPD ↗
70
ASTORIA PORTFOLIO ADVISORS LLC — crossed $500M in regulatory AUM ($313.1M -> $504.2M). IAPD ↗
70
EARLY MCCLINTIC & MCMILLAN, LLC — crossed $500M in regulatory AUM ($456.3M -> $504.8M). IAPD ↗
70
ALLIUM FINANCIAL ADVISORS, LLC — crossed $500M in regulatory AUM ($462.5M -> $558.2M). IAPD ↗
70
BERNARDO WEALTH PLANNING, LLC — crossed $500M in regulatory AUM ($499.6M -> $609.8M). IAPD ↗
70
GLOBAL FINANCIAL PRIVATE CLIENT — crossed $500M in regulatory AUM ($419.2M -> $515.7M). IAPD ↗
70
LITTLE HOUSE CAPITAL, LLC — crossed $500M in regulatory AUM ($399.5M -> $532.1M). IAPD ↗
70
EQ WEALTH MANAGEMENT — crossed $500M in regulatory AUM ($458.1M -> $593.7M). IAPD ↗
70
ASTON CAPITAL MANAGEMENT — crossed $500M in regulatory AUM ($488.5M -> $508.4M). IAPD ↗
70
MA PRIVATE WEALTH, LLC — crossed $500M in regulatory AUM ($445.0M -> $513.2M). IAPD ↗
70
PROTECTION POINT ADVISORS — crossed $500M in regulatory AUM ($464.8M -> $548.3M). IAPD ↗
70
MATERETSKY FINANCIAL GROUP — crossed $500M in regulatory AUM ($437.3M -> $523.5M). IAPD ↗
70
BRIDGEWEALTH ADVISORY GROUP, LLC — crossed $500M in regulatory AUM ($410.9M -> $530.1M). IAPD ↗
70
ACT TWO INVESTORS LLC — crossed $500M in regulatory AUM ($123.3M -> $505.0M). IAPD ↗
70
CARLSON FINANCIAL — crossed $500M in regulatory AUM ($342.4M -> $508.6M). IAPD ↗
70
WEALTHCARE INVESTMENT PARTNERS LLC — crossed $500M in regulatory AUM ($457.7M -> $560.1M). IAPD ↗
70
PRINCIPAL ADVISED SERVICES — crossed $500M in regulatory AUM ($352.6M -> $569.5M). IAPD ↗
70
MTM INVESTMENT MANAGEMENT, LLC — crossed $500M in regulatory AUM ($451.3M -> $525.1M). IAPD ↗
70
SCISSORTAIL WEALTH MANAGEMENT, LLC — crossed $500M in regulatory AUM ($408.7M -> $530.8M). IAPD ↗
70
MEADOW CREEK WEALTH ADVISORS, LLC — crossed $500M in regulatory AUM ($477.1M -> $569.8M). IAPD ↗
70
ACCURATE WEALTH MANAGEMENT, LLC — crossed $500M in regulatory AUM ($473.4M -> $780.5M). IAPD ↗
70
GKB PARTNERS LLC — crossed $500M in regulatory AUM ($492.7M -> $583.0M). IAPD ↗
70
KOZAK & TRIPP PRIVATE ASSET MANAGEMENT, INC. — crossed $500M in regulatory AUM ($457.5M -> $628.4M). IAPD ↗
70
HARRELL INVESTMENT PARTNERS, LLC — crossed $500M in regulatory AUM ($450.8M -> $502.8M). IAPD ↗
70
LIGHTHOUSE WEALTH STRATEGIES, LLC — crossed $500M in regulatory AUM ($455.4M -> $636.6M). IAPD ↗
70
WALLED LAKE PLANNING & WEALTH MANAGEMENT, LLC — crossed $500M in regulatory AUM ($477.3M -> $556.6M). IAPD ↗
70
OPES WEALTH MANAGEMENT, LLC — crossed $500M in regulatory AUM ($473.6M -> $589.9M). IAPD ↗
70
VINOBLE GROUP — crossed $500M in regulatory AUM ($389.7M -> $507.6M). IAPD ↗
70
BELLWETHER WEALTH — crossed $500M in regulatory AUM ($454.7M -> $516.6M). IAPD ↗
70
PROMETHOS CAPITAL, LLC — crossed $500M in regulatory AUM ($363.7M -> $578.5M). IAPD ↗
70
VERUM PARTNERS LLC — crossed $500M in regulatory AUM ($398.9M -> $740.4M). IAPD ↗
70
DAHRING | CUSMANO AND ASSOCIATES — crossed $500M in regulatory AUM ($435.8M -> $535.1M). IAPD ↗
70
HUBBELL STRICKLAND WEALTH MANAGEMENT, LLC — crossed $500M in regulatory AUM ($441.8M -> $504.0M). IAPD ↗
70
VISE AI ADVISORS — crossed $500M in regulatory AUM ($481.7M -> $637.9M). IAPD ↗
70
MONTZ HARCUS WEALTH MANAGEMENT — crossed $500M in regulatory AUM ($450.6M -> $563.8M). IAPD ↗
70
EPG WEALTH MANAGEMENT LLC — crossed $500M in regulatory AUM ($482.2M -> $642.6M). IAPD ↗
70
HYPERION CAPITAL ADVISORS LP — crossed $500M in regulatory AUM ($427.9M -> $502.9M). IAPD ↗
70
SOCORRO ASSET MANAGEMENT — crossed $500M in regulatory AUM ($490.0M -> $507.8M). IAPD ↗
70
HERON BAY CAPITAL MANAGEMENT — crossed $500M in regulatory AUM ($197.3M -> $562.5M). IAPD ↗
70
WEMBLEY STRATEGIC ADVISORY LLC — crossed $500M in regulatory AUM ($353.8M -> $660.0M). IAPD ↗
70
HIGH NOTE WEALTH, LLC — crossed $500M in regulatory AUM ($491.2M -> $505.7M). IAPD ↗
70
CW INVESTMENT ADVISERS, LLC — crossed $500M in regulatory AUM ($237.5M -> $580.0M). IAPD ↗
70
TSG ADVICE PARTNERS, LLC — crossed $500M in regulatory AUM ($482.9M -> $613.3M). IAPD ↗
70
ONYX BRIDGE WEALTH GROUP LLC — crossed $500M in regulatory AUM ($468.9M -> $815.7M). IAPD ↗
70
RUNNING POINT CAPITAL ADVISORS LLC — crossed $500M in regulatory AUM ($473.9M -> $509.4M). IAPD ↗
70
RATIO WEALTH GROUP LLC — crossed $500M in regulatory AUM ($415.6M -> $577.2M). IAPD ↗
70
WOODWARD DIVERSIFIED CAPITAL, LLC — crossed $500M in regulatory AUM ($476.2M -> $507.5M). IAPD ↗
70
CANVAS WEALTH ADVISORS, LLC — crossed $500M in regulatory AUM ($434.0M -> $527.2M). IAPD ↗
70
NBC CAPITAL ADVISORS — crossed $500M in regulatory AUM ($494.2M -> $563.7M). IAPD ↗
70
CORNERSTONE PLANNING GROUP — crossed $500M in regulatory AUM ($418.8M -> $523.3M). IAPD ↗
70
ODEON CAPITAL ADVISORS LLC — crossed $500M in regulatory AUM ($459.2M -> $613.5M). IAPD ↗
70
ASCEND INVESTMENT PARTNERS — crossed $500M in regulatory AUM ($456.3M -> $511.0M). IAPD ↗
70
ONEASCENT WEALTH MANAGEMENT — crossed $500M in regulatory AUM ($470.7M -> $520.9M). IAPD ↗
70
VON BORSTEL & ASSOCIATES — crossed $500M in regulatory AUM ($445.7M -> $504.4M). IAPD ↗
70
VANCE WEALTH — crossed $500M in regulatory AUM ($448.7M -> $670.8M). IAPD ↗
70
V-SQUARE QUANTITATIVE MANAGEMENT — crossed $500M in regulatory AUM ($337.9M -> $883.4M). IAPD ↗
70
RISKBRIDGE ADVISORS, LLC — crossed $500M in regulatory AUM ($435.2M -> $633.0M). IAPD ↗
70
GREENUP STREET WEALTH MANAGEMENT LLC — crossed $500M in regulatory AUM ($359.4M -> $510.8M). IAPD ↗
70
RIDGECREST WEALTH PARTNERS, LLC — crossed $500M in regulatory AUM ($487.1M -> $542.8M). IAPD ↗
70
NORTHCAPE WEALTH MANAGEMENT — crossed $500M in regulatory AUM ($492.8M -> $565.6M). IAPD ↗
70
UNIQUE WEALTH, LLC — crossed $500M in regulatory AUM ($486.6M -> $626.5M). IAPD ↗
70
CEDRUS LLC — crossed $500M in regulatory AUM ($476.3M -> $651.1M). IAPD ↗
70
FIFTH THIRD WEALTH ADVISORS LLC — crossed $500M in regulatory AUM ($101.9M -> $571.7M). IAPD ↗
70
IMPACT PARTNERSHIP WEALTH, LLC — crossed $500M in regulatory AUM ($292.0M -> $751.6M). IAPD ↗
70
CRANE & ASSOCIATES WEALTH MANAGEMENT — crossed $500M in regulatory AUM ($397.5M -> $645.5M). IAPD ↗
70
DOUBLE EAGLE FAMILY OFFICES, LLC — crossed $500M in regulatory AUM ($487.3M -> $536.7M). IAPD ↗
70
VANTAGE FINANCIAL PARTNERS, LLC — crossed $500M in regulatory AUM ($431.3M -> $612.1M). IAPD ↗
70
MIRABILIS MANAGEMENT COMPANY LLC — crossed $500M in regulatory AUM ($290.5M -> $809.1M). IAPD ↗
70
VERTEX PARTNERS — crossed $500M in regulatory AUM ($481.1M -> $671.2M). IAPD ↗
70
SAFE HARBOR FAMILY CAPITAL, LLC — crossed $500M in regulatory AUM ($384.8M -> $509.2M). IAPD ↗
70
CENTURION WEALTH MANAGEMENT — crossed $500M in regulatory AUM ($413.5M -> $518.1M). IAPD ↗
70
WHITTIER ADVISORS, LLC — crossed $500M in regulatory AUM ($368.3M -> $862.1M). IAPD ↗
70
GOLDEN STATE ASSET MANAGEMENT — crossed $500M in regulatory AUM ($362.6M -> $515.0M). IAPD ↗
70
OAK HILL WEALTH ADVISORS, LLC — crossed $500M in regulatory AUM ($485.5M -> $542.3M). IAPD ↗
70
3CHOPT INVESTMENT PARTNERS LLC — crossed $500M in regulatory AUM ($404.8M -> $628.5M). IAPD ↗
70
49 FINANCIAL — crossed $500M in regulatory AUM ($230.6M -> $566.2M). IAPD ↗
70
MAREN CAPITAL — crossed $500M in regulatory AUM ($161.9M -> $889.0M). IAPD ↗
70
BREAKWATER CAPITAL GROUP — crossed $500M in regulatory AUM ($334.8M -> $579.7M). IAPD ↗
70
SOLLINDA CAPITAL MANAGEMENT LLC — crossed $500M in regulatory AUM ($167.7M -> $916.8M). IAPD ↗
70
RITTER DANIHER FINANCIAL ADVISORY LLC — crossed $500M in regulatory AUM ($447.3M -> $534.9M). IAPD ↗
70
TFB ADVISORS, LLC — crossed $500M in regulatory AUM ($308.3M -> $720.7M). IAPD ↗
70
IMPRINT WEALTH LLC — crossed $500M in regulatory AUM ($253.9M -> $709.1M). IAPD ↗
70
GOLDEN STATE EQUITY PARTNERS, LLC — crossed $500M in regulatory AUM ($479.5M -> $743.7M). IAPD ↗
70
SMITH BROTHERS FINANCIAL, LLC — crossed $500M in regulatory AUM ($498.0M -> $846.5M). IAPD ↗
70
TURTLE CREEK WEALTH ADVISORS, LLC — crossed $500M in regulatory AUM ($223.5M -> $905.6M). IAPD ↗
70
CHANNEL WEALTH, LLC — crossed $500M in regulatory AUM ($392.8M -> $530.5M). IAPD ↗
70
JOCELYN INVESTMENT MANAGEMENT, LLC — crossed $500M in regulatory AUM ($496.2M -> $634.2M). IAPD ↗
70
BKM WEALTH MANAGEMENT — crossed $500M in regulatory AUM ($481.4M -> $534.6M). IAPD ↗
70
UNITED ADVISOR GROUP — crossed $500M in regulatory AUM ($203.8M -> $578.8M). IAPD ↗
70
A16Z PERENNIAL MANAGEMENT, L.P. — crossed $500M in regulatory AUM ($105.0M -> $812.9M). IAPD ↗
70
CANOPY PARTNERS — crossed $500M in regulatory AUM ($104.8M -> $596.8M). IAPD ↗
70
HEDONOVA ADVISORS LLC — crossed $500M in regulatory AUM ($444.6M -> $823.8M). IAPD ↗
70
FIRST TRUST INVESTMENT SOLUTIONS L.P. — crossed $500M in regulatory AUM ($469.1M -> $518.1M). IAPD ↗
70
W&S BROKERAGE SERVICES, INC. — reported RAUM up 128% ($53.8M -> $122.9M). IAPD ↗
70
UNITED PLANNERS' FINANCIAL SERVICES OF AMERICA A LIMITED PARTNER — reported RAUM up 53% ($6.09B -> $9.33B). IAPD ↗
70
DONALD SMITH & CO., INC. — reported RAUM up 54% ($2.62B -> $4.03B). IAPD ↗
70
ALLSTATE FINANCIAL ADVISORS, LLC — reported RAUM up 118% ($28.5M -> $62.1M). IAPD ↗
70
BLACK HILL CAPITAL PARTNERS, LLC — reported RAUM up 82% ($37.3M -> $67.9M). IAPD ↗
70
OMNI 360 WEALTH, INC. — reported RAUM up 90% ($130.6M -> $248.6M). IAPD ↗
70
GREYBULL PARTNERS LLC — reported RAUM up 898027% ($24,868 -> $223.3M). IAPD ↗
70
LOCUST WOOD CAPITAL ADVISERS, LLC — reported RAUM up 53% ($1.81B -> $2.76B). IAPD ↗
70
WELLSPRING FINANCIAL ADVISORS, LLC — reported RAUM up 55% ($2.35B -> $3.63B). IAPD ↗
70
KANON BLOCH CARRE — reported RAUM up 1970% ($10.6M -> $219.7M). IAPD ↗
70
REDHAWK WEALTH ADVISORS, INC. — reported RAUM up 50% ($1.21B -> $1.82B). IAPD ↗
70
BLUECHIP WEALTH ADVISORS LLC — reported RAUM up 63% ($297.3M -> $485.1M). IAPD ↗
70
BAFFIN ADVISORS LLC — reported RAUM up 91% ($62.6M -> $119.5M). IAPD ↗
70
CERITY PARTNERS LLC — reported RAUM up 51% ($53.33B -> $80.57B). IAPD ↗
70
ALTAI CAPITAL MANAGEMENT, L.P. — reported RAUM up 92% ($118.7M -> $228.1M). IAPD ↗
70
GEASPHERE ADVISORS — reported RAUM up 96% ($85.7M -> $168.1M). IAPD ↗
70
TRIUMPH WEALTH ADVISORS, INC. — reported RAUM up 78% ($23.4M -> $41.7M). IAPD ↗
70
INVESCO MANAGED ACCOUNTS, LLC — reported RAUM up 54% ($11.39B -> $17.54B). IAPD ↗
70
COPPELL ADVISORY SOLUTIONS LLC — reported RAUM up 60% ($529.7M -> $849.6M). IAPD ↗
70
ANGELES WEALTH MANAGEMENT, LLC — reported RAUM up 52% ($1.19B -> $1.80B). IAPD ↗
70
RMR WEALTH BUILDERS, INC. — reported RAUM up 53% ($1.11B -> $1.70B). IAPD ↗
70
MPWM ADVISORY SOLUTIONS LLC — reported RAUM up 64% ($192.6M -> $315.7M). IAPD ↗
70
VIZCAYA CAPITAL, LLC — reported RAUM up 64% ($260.6M -> $426.7M). IAPD ↗
70
THRIVE CAPITAL MANAGEMENT, LLC — reported RAUM up 61% ($244.7M -> $392.8M). IAPD ↗
70
KOVITZ INVESTMENT GROUP PARTNERS, LLC — reported RAUM up 55% ($7.29B -> $11.29B). IAPD ↗
70
COURIER CAPITAL, LLC — reported RAUM up 51% ($1.90B -> $2.86B). IAPD ↗
70
HOOPOE ADVISORS — reported RAUM up 65% ($244.0M -> $402.5M). IAPD ↗
70
GOLDEN RESERVE RETIREMENT, LLC — reported RAUM up 84% ($109.2M -> $201.1M). IAPD ↗
70
JEMMA FINANCIAL SERVICES — reported RAUM up 114% ($46.2M -> $98.8M). IAPD ↗
70
DECKER RETIREMENT PLANNING INC. — reported RAUM up 82% ($117.5M -> $213.6M). IAPD ↗
70
ARCADIA WEALTH MANAGEMENT, LLC — reported RAUM up 61% ($209.8M -> $336.8M). IAPD ↗
70
APPLIED RESEARCH INVESTMENTS, LLC — reported RAUM up 166% ($38.4M -> $102.1M). IAPD ↗
70
AWM CAPITAL, LLC — reported RAUM up 62% ($530.9M -> $860.6M). IAPD ↗
70
LIFEWORKS ADVISORS, LLC — reported RAUM up 61% ($261.2M -> $421.8M). IAPD ↗
70
FLORIDA FINANCIAL ADVISORS, LLC — reported RAUM up 110% ($94.8M -> $199.0M). IAPD ↗
70
ARKADIOS WEALTH ADVISORS — reported RAUM up 53% ($1.76B -> $2.68B). IAPD ↗
70
KDT ADVISORS, LLC — reported RAUM up 78% ($80.5M -> $143.3M). IAPD ↗
70
PGIM CUSTOM HARVEST LLC — reported RAUM up 50% ($2.38B -> $3.58B). IAPD ↗
70
CAMELOT EVENT-DRIVEN ADVISORS, LLC — reported RAUM up 79% ($59.1M -> $105.5M). IAPD ↗
70
GO INVEST LLC — reported RAUM up 215% ($47.1M -> $148.6M). IAPD ↗
70
Q CAPITAL SOLUTIONS — reported RAUM up 166% ($92.4M -> $245.9M). IAPD ↗
70
INSPIRE ADVISORS, LLC — reported RAUM up 60% ($520.8M -> $835.3M). IAPD ↗
70
SOUTHWESTERN MONEY MANAGEMENT LLC — reported RAUM up 1753% ($2.2M -> $40.1M). IAPD ↗
70
EAGLEBROOK ADVISORS — reported RAUM up 125% ($93.9M -> $211.1M). IAPD ↗
70
SWAN CAPITAL — reported RAUM up 86% ($102.4M -> $190.7M). IAPD ↗
70
REFLECTION ASSET MANAGEMENT — reported RAUM up 111% ($62.0M -> $130.9M). IAPD ↗
70
ONEGROUP WEALTH PARTNERS, INC. — reported RAUM up 150% ($37.2M -> $92.9M). IAPD ↗
70
GREYCLIFF WEALTH MANAGEMENT, LLC — reported RAUM up 79% ($41.9M -> $75.0M). IAPD ↗
70
ADVISOR SHARE WEALTH MANAGEMENT — reported RAUM up 325% ($11.3M -> $48.0M). IAPD ↗
70
MEDIA WEALTH — reported RAUM up 85% ($59.3M -> $109.4M). IAPD ↗
70
DAKORE WEALTH MANAGEMENT, LLC — reported RAUM up 111% ($36.4M -> $76.6M). IAPD ↗
70
BALLAST ASSET MANAGEMENT — reported RAUM up 152% ($66.9M -> $168.5M). IAPD ↗
70
ROSENBLATT GLOBAL ADVISORS — reported RAUM up 186% ($53.2M -> $152.1M). IAPD ↗
70
EVESTIA FINANCIAL — reported RAUM up 375% ($9.8M -> $46.4M). IAPD ↗
70
R CUBED GLOBAL CAPITAL INC. — reported RAUM up 352% ($5.6M -> $25.2M). IAPD ↗
70
FAITH INVESTOR SERVICES — reported RAUM up 122% ($49.7M -> $110.3M). IAPD ↗
70
ENVISION FINANCIAL LLC — reported RAUM up 76% ($129.0M -> $226.9M). IAPD ↗
70
OLIVEIRA WEALTH — reported RAUM up 81% ($122.5M -> $221.7M). IAPD ↗
70
BLUEPRINT FINANCIAL ADVISORS — reported RAUM up 422% ($25.4M -> $132.5M). IAPD ↗
70
ELDRED ROCK PARTNERS, LLC — reported RAUM up 63% ($206.8M -> $337.9M). IAPD ↗
70
EARNED WEALTH — reported RAUM up 113% ($50.0M -> $106.6M). IAPD ↗
70
ADVYZON INVESTMENT MANAGEMENT, LLC — reported RAUM up 91% ($108.5M -> $207.6M). IAPD ↗
70
INNOVA ADVISORS — reported RAUM up 91% ($100.6M -> $192.4M). IAPD ↗
70
KNOWN WEALTH LLC — reported RAUM up 173% ($30.8M -> $84.3M). IAPD ↗
70
RANGE ADVISORY, LLC — reported RAUM up 19505% ($138,739 -> $27.2M). IAPD ↗
70
BASE WEALTH MANAGEMENT — reported RAUM up 99% ($107.2M -> $213.8M). IAPD ↗
70
IDB LIDO WEALTH, LLC — reported RAUM up 197% ($31.5M -> $93.6M). IAPD ↗
70
AURELIUS FAMILY OFFICE, LLC — reported RAUM up 109% ($113.6M -> $237.3M). IAPD ↗
70
SOLID POINT WEALTH ADVISORS, LLC — reported RAUM up 84% ($25.2M -> $46.4M). IAPD ↗
70
DUNBAR ASSOCIATES, LLC — reported RAUM up 94% ($109.9M -> $213.2M). IAPD ↗
70
CENTERPOINT ADVISORY GROUP, LLC — reported RAUM up 82% ($110.3M -> $200.5M). IAPD ↗
70
MASTERWORKS ADVISERS, LLC — reported RAUM up 96% ($18.9M -> $37.2M). IAPD ↗
70
VESTO ADVISORS, LLC — reported RAUM up 83% ($43.6M -> $80.0M). IAPD ↗
70
BROADSTREET GLOBAL ADVISORS, INC. — reported RAUM up 157% ($39.9M -> $102.7M). IAPD ↗
70
TERRAFORM WEALTH, LLC — 's provisional registration is now fully approved. IAPD ↗
70
NERDWALLET ADVISORY — 's provisional registration is now fully approved. IAPD ↗
70
EVERGREEN MONEY ADVISORS — 's provisional registration is now fully approved. IAPD ↗
70
INTER&CO US ADVISORS LLC — 's provisional registration is now fully approved. IAPD ↗
70
SCHMIDT FINANCIAL MANAGEMENT — 's provisional registration is now fully approved. IAPD ↗
70
KELLY WEALTH MANAGEMENT, INC. — 's provisional registration is now fully approved. IAPD ↗
70
JB WEALTH ADVISORS LLC — 's provisional registration is now fully approved. IAPD ↗
70
SL CAPITAL — 's provisional registration is now fully approved. IAPD ↗
70
PUREFI WEALTH, LLC — 's provisional registration is now fully approved. IAPD ↗
70
MISSION HILLS FINANCIAL ADVISORY LLC — 's provisional registration is now fully approved. IAPD ↗
70
TAR RIVER WEALTH PLANNING, LLC — 's provisional registration is now fully approved. IAPD ↗
70
WAYSTONE ADVISORS LLC — 's provisional registration is now fully approved. IAPD ↗
70
210 FINANCIAL — 's provisional registration is now fully approved. IAPD ↗
70
LEGACY BEYOND WEALTH LLC — 's provisional registration is now fully approved. IAPD ↗
70
GFG SOLUTIONS — 's provisional registration is now fully approved. IAPD ↗
69
VOYA RETIREMENT ADVISORS, LLC — reported RAUM up 47% ($18.39B -> $27.04B). IAPD ↗
69
WELLS FARGO ADVISORS — reported RAUM up 50% ($103.11B -> $154.19B). IAPD ↗
69
CLEARSTEAD; HARTLAND & CO., LLC — reported RAUM up 50% ($10.23B -> $15.32B). IAPD ↗
69
SAGE ADVISORY SERVICES LTD CO — reported RAUM up 48% ($15.32B -> $22.69B). IAPD ↗
69
BLUE BARN WEALTH — reported RAUM up 56% ($276.5M -> $431.4M). IAPD ↗
69
ASSET PRESERVATION GROUP INC — reported RAUM up 56% ($169.1M -> $263.4M). IAPD ↗
69
APERIO GROUP, LLC — reported RAUM up 47% ($54.55B -> $80.21B). IAPD ↗
69
SUMMA CORP. — reported RAUM up 56% ($232.4M -> $361.6M). IAPD ↗
69
CHARTER ADVISORY CORPORATION — reported RAUM up 60% ($199.5M -> $319.2M). IAPD ↗
69
MOWERY & SCHOENFELD WEALTH MANAGEMENT, LLC — reported RAUM up 57% ($182.2M -> $286.7M). IAPD ↗
69
PERSIUM ADVISORS, LLC — reported RAUM up 56% ($280.4M -> $436.5M). IAPD ↗
69
ZEVENBERGEN CAPITAL INVESTMENTS LLC — reported RAUM up 46% ($3.03B -> $4.41B). IAPD ↗
69
STELAC ADVISORY SERVICES LLC — reported RAUM up 48% ($2.67B -> $3.94B). IAPD ↗
69
ILLUMINATION WEALTH MANAGEMENT — reported RAUM up 56% ($196.4M -> $307.1M). IAPD ↗
69
GARDE CAPITAL, INC. — reported RAUM up 49% ($1.40B -> $2.09B). IAPD ↗
69
CONNECTICUT WEALTH MANAGEMENT, LLC — reported RAUM up 49% ($2.13B -> $3.17B). IAPD ↗
69
COMPASS FINANCIAL MANAGEMENT LLC — reported RAUM up 55% ($263.6M -> $409.4M). IAPD ↗
69
BLUEPRINT INVESTMENT PARTNERS LLC — reported RAUM up 59% ($533.1M -> $849.4M). IAPD ↗
69
NEWEDGE ADVISORS — reported RAUM up 45% ($12.68B -> $18.43B). IAPD ↗
69
ETF ARCHITECT — reported RAUM up 46% ($6.29B -> $9.16B). IAPD ↗
69
SENTRY ADVISORS, LLC — reported RAUM up 50% ($2.01B -> $3.01B). IAPD ↗
69
PANDOWEALTH. LLC — reported RAUM up 57% ($191.1M -> $299.3M). IAPD ↗
69
VESTWELL ADVISORS LLC — reported RAUM up 56% ($179.0M -> $279.5M). IAPD ↗
69
CAPITAL ASSET MANAGEMENT, LLC — reported RAUM up 75% ($120.0M -> $209.5M). IAPD ↗
69
EVERSOURCE WEALTH ADVISORS, LLC — reported RAUM up 49% ($1.81B -> $2.69B). IAPD ↗
69
PRIME CAPITAL INVESTMENT ADVISORS, LLC — reported RAUM up 46% ($16.69B -> $24.36B). IAPD ↗
69
OWLS NEST PARTNERS — reported RAUM up 56% ($250.3M -> $389.5M). IAPD ↗
69
ROCKEFELLER CAPITAL MANAGEMENT — reported RAUM up 49% ($34.71B -> $51.82B). IAPD ↗
69
BLUE INVESTMENT PARTNERS LLC — reported RAUM up 58% ($164.7M -> $259.7M). IAPD ↗
69
FIRE CAPITAL MANAGEMENT, LLC — reported RAUM up 58% ($269.0M -> $425.2M). IAPD ↗
69
THIRD LAKE PARTNERS, LLC — reported RAUM up 47% ($2.17B -> $3.19B). IAPD ↗
69
FIDELITY INSTITUTIONAL WEALTH ADVISER LLC — reported RAUM up 50% ($2.62B -> $3.93B). IAPD ↗
69
PAINTED PORCH ADVISORS LLC — reported RAUM up 59% ($234.5M -> $371.8M). IAPD ↗
69
CATALYST PRIVATE WEALTH, LLC — reported RAUM up 58% ($194.7M -> $306.7M). IAPD ↗
69
DRIVEN INVESTMENTS LLC — reported RAUM up 73% ($63.2M -> $109.3M). IAPD ↗
69
GREY ROCK ASSET MANAGEMENT, LLC — reported RAUM up 59% ($262.5M -> $417.7M). IAPD ↗
69
THEPARTNERS WEALTH MANAGEMENT — reported RAUM up 71% ($100.7M -> $172.5M). IAPD ↗
69
FYRA CAPITAL MANAGEMENT — reported RAUM up 60% ($246.0M -> $393.5M). IAPD ↗
69
PACE FINANCIAL ADVISORS — reported RAUM up 57% ($191.1M -> $301.0M). IAPD ↗
69
INTERNATIONAL PRIVATE WEALTH ADVISORS LLC — reported RAUM up 73% ($102.1M -> $176.9M). IAPD ↗
69
HOLISTIC PLANNING, LLC — reported RAUM up 58% ($251.8M -> $398.6M). IAPD ↗
69
GREATER MIDWEST FINANCIAL GROUP, LLC — reported RAUM up 56% ($272.7M -> $424.5M). IAPD ↗
69
ELEVATUS WEALTH MANAGEMENT, LLC — reported RAUM up 57% ($220.5M -> $346.5M). IAPD ↗
68
STIFEL INDEPENDENT ADVISORS, LLC — reported RAUM up 41% ($2.52B -> $3.56B). IAPD ↗
68
ORIENTAL FINANCIAL SERVICES LLC — reported RAUM up 50% ($188.8M -> $283.6M). IAPD ↗
68
WEITZ INVESTMENT MANAGEMENT, INC. — reported RAUM up 43% ($3.60B -> $5.15B). IAPD ↗
68
CHOATE INVESTMENT ADVISORS — reported RAUM up 43% ($5.25B -> $7.50B). IAPD ↗
68
F L PUTNAM INVESTMENT MANAGEMENT CO. — reported RAUM up 43% ($4.30B -> $6.17B). IAPD ↗
68
HIGHLANDER CAPITAL MANAGEMENT LLC — reported RAUM up 52% ($231.2M -> $351.8M). IAPD ↗
68
CHARLES SCHWAB INVESTMENT MANAGEMENT, INC — reported RAUM up 40% ($782.62B -> $1098.81B). IAPD ↗
68
ASSET CONSULTING GROUP, LLC — reported RAUM up 54% ($507.8M -> $782.2M). IAPD ↗
68
FAIRBANKS CAPITAL MANAGEMENT, INC. — reported RAUM up 53% ($223.8M -> $342.3M). IAPD ↗
68
CONTEXT CAPITAL MANAGEMENT LLC — reported RAUM up 45% ($1.78B -> $2.58B). IAPD ↗
68
SCF INVESTMENT ADVISORS, INC. — reported RAUM up 44% ($1.77B -> $2.55B). IAPD ↗
68
GREAT VALLEY ADVISOR GROUP, INC. — reported RAUM up 44% ($5.08B -> $7.34B). IAPD ↗
68
FREEDOM INVESTMENT MANAGEMENT, INC. — reported RAUM up 40% ($1.43B -> $2.01B). IAPD ↗
68
ORG PORTFOLIO MANAGEMENT LLC — reported RAUM up 43% ($4.02B -> $5.76B). IAPD ↗
68
PERIGON WEALTH MANAGEMENT, LLC — reported RAUM up 44% ($4.83B -> $6.94B). IAPD ↗
68
BUTTONWOOD FINANCIAL ADVISORS, INC. — reported RAUM up 52% ($203.2M -> $308.1M). IAPD ↗
68
LMCG INVESTMENTS, LLC — reported RAUM up 42% ($4.05B -> $5.76B). IAPD ↗
68
MARSHFIELD ASSOCIATES — reported RAUM up 44% ($4.44B -> $6.40B). IAPD ↗
68
MERIDIAN WEALTH MANAGEMENT, LLC — reported RAUM up 41% ($2.07B -> $2.91B). IAPD ↗
68
CLEAR HARBOR ASSET MANAGEMENT, LLC — reported RAUM up 40% ($1.04B -> $1.46B). IAPD ↗
68
ASHTON THOMAS PRIVATE WEALTH — reported RAUM up 44% ($2.00B -> $2.89B). IAPD ↗
68
UNITED CAPITAL MANAGEMENT OF KANSAS, INC. — reported RAUM up 51% ($304.6M -> $459.8M). IAPD ↗
68
SOLOMON API LLC — reported RAUM up 53% ($182.9M -> $280.0M). IAPD ↗
68
SEQUENT PLANNING, LLC — reported RAUM up 50% ($248.2M -> $373.4M). IAPD ↗
68
SHUSTER ADVISORY GROUP, LLC — reported RAUM up 43% ($4.38B -> $6.28B). IAPD ↗
68
ARENA CAPITAL ADVISORS — reported RAUM up 43% ($3.42B -> $4.91B). IAPD ↗
68
MONECO ADVISORS — reported RAUM up 43% ($1.03B -> $1.47B). IAPD ↗
68
REDWOOD WEALTH MANAGEMENT, LLC — reported RAUM up 52% ($251.3M -> $381.0M). IAPD ↗
68
PENSIONMARK FINANCIAL GROUP, LLC — reported RAUM up 42% ($26.62B -> $37.76B). IAPD ↗
68
URBAN INVESTMENT ADVISORS — reported RAUM up 41% ($1.74B -> $2.45B). IAPD ↗
68
CERTIOR FINANCIAL GROUP, LLC — reported RAUM up 51% ($240.4M -> $363.9M). IAPD ↗
68
CRESTWOOD ADVISORS — reported RAUM up 40% ($4.06B -> $5.69B). IAPD ↗
68
1776 WEALTH LLC — reported RAUM up 53% ($235.3M -> $360.1M). IAPD ↗
68
TOWNSQUARE CAPITAL, LLC — reported RAUM up 40% ($6.25B -> $8.78B). IAPD ↗
68
INNOVIA WEALTH, LLC — reported RAUM up 45% ($1.41B -> $2.04B). IAPD ↗
68
ATOM INVESTORS LP — reported RAUM up 43% ($1.20B -> $1.72B). IAPD ↗
68
CATALYST FINANCIAL PARTNERS — reported RAUM up 51% ($547.3M -> $827.3M). IAPD ↗
68
HUMANKIND INVESTMENTS — reported RAUM up 51% ($261.8M -> $396.1M). IAPD ↗
68
OAK CREST ADVISORY, LLC — reported RAUM up 67% ($31.0M -> $51.7M). IAPD ↗
68
MARINER INDEPENDENT — reported RAUM up 42% ($3.06B -> $4.35B). IAPD ↗
68
SECFI ADVISORY LIMITED — reported RAUM up 68% ($92.8M -> $156.3M). IAPD ↗
68
BR CAPITAL — reported RAUM up 51% ($231.6M -> $350.4M). IAPD ↗
68
NEW REPUBLIC PARTNERS — reported RAUM up 41% ($1.63B -> $2.29B). IAPD ↗
68
FAIRWAY WEALTH MANAGEMENT LLC — reported RAUM up 42% ($1.65B -> $2.35B). IAPD ↗
68
PARAGON PRIVATE WEALTH MANAGEMENT LLC — reported RAUM up 53% ($184.8M -> $283.0M). IAPD ↗
68
BRIGHTON SECURITIES CAPITAL MANAGEMENT, INC. — reported RAUM up 66% ($117.4M -> $195.0M). IAPD ↗
68
TRACTION FINANCIAL PARTNERS — reported RAUM up 69% ($141.0M -> $238.5M). IAPD ↗
68
PORTFOLIO DESIGN LABS, LLC — reported RAUM up 55% ($178.5M -> $276.2M). IAPD ↗
68
LUMIERE FINANCIAL GROUP LLC — reported RAUM up 67% ($26.9M -> $45.0M). IAPD ↗
68
CARAVELA ENERGY PARTNERS LP — reported RAUM up 54% ($225.8M -> $348.0M). IAPD ↗
68
SAPIENT CAPITAL LLC — reported RAUM up 42% ($6.53B -> $9.28B). IAPD ↗
68
DIVERSIFY ADVISORY SERVICES, LLC — reported RAUM up 43% ($2.01B -> $2.87B). IAPD ↗
67
HARBOUR INVESTMENTS, INC. — reported RAUM up 37% ($4.47B -> $6.10B). IAPD ↗
67
THE INVESTMENT COUNSEL COMPANY — reported RAUM up 39% ($1.18B -> $1.64B). IAPD ↗
67
OFG FINANCIAL SERVICES, INC. — reported RAUM up 60% ($100.0M -> $160.0M). IAPD ↗
67
SHELTON CAPITAL MANAGEMENT — reported RAUM up 38% ($3.47B -> $4.78B). IAPD ↗
67
CAPITAL MANAGEMENT ASSOCIATES INC — reported RAUM up 37% ($1.26B -> $1.72B). IAPD ↗
67
FIDUCIENT ADVISORS LLC — reported RAUM up 40% ($40.02B -> $55.90B). IAPD ↗
67
NATIXIS ADVISORS, LLC — reported RAUM up 38% ($46.23B -> $63.77B). IAPD ↗
67
RUGGAARD & ASSOCIATES — reported RAUM up 48% ($210.5M -> $312.2M). IAPD ↗
67
FIDUCIARY ADVISORS, INC. — reported RAUM up 35% ($1.14B -> $1.54B). IAPD ↗
67
PRINCIPAL ASSET MANAGEMENT — reported RAUM up 35% ($279.11B -> $377.22B). IAPD ↗
67
ROBERT L. BENDER, INC. DBA ROBERT BENDER & ASSOCIATES — reported RAUM up 46% ($280.7M -> $409.7M). IAPD ↗
67
M.D. SASS, LLC — reported RAUM up 36% ($3.29B -> $4.48B). IAPD ↗
67
CAMBRIDGE FINANCIAL GROUP, INC. — reported RAUM up 46% ($176.6M -> $258.1M). IAPD ↗
67
SLAVIC MUTUAL FUNDS MANAGEMENT CORP. — reported RAUM up 35% ($4.13B -> $5.59B). IAPD ↗
67
MADRONA FINANCIAL & CPAS — reported RAUM up 46% ($268.8M -> $393.0M). IAPD ↗
67
SAX WEALTH ADVISORS, LLC — reported RAUM up 35% ($1.29B -> $1.74B). IAPD ↗
67
QUANTUM FINANCIAL SERVICES INC. — reported RAUM up 48% ($329.1M -> $486.4M). IAPD ↗
67
APRIO WEALTH MANAGEMENT, LLC — reported RAUM up 39% ($1.32B -> $1.84B). IAPD ↗
67
TRADITION WEALTH MANAGEMENT LLC — reported RAUM up 39% ($1.09B -> $1.52B). IAPD ↗
67
SMART PORTFOLIOS, LLC — reported RAUM up 64% ($114.6M -> $187.9M). IAPD ↗
67
FLAGSHIP WEALTH ADVISORS, LLC. — reported RAUM up 46% ($288.7M -> $421.3M). IAPD ↗
67
BAKERAVENUE — reported RAUM up 36% ($1.90B -> $2.59B). IAPD ↗
67
FIDUCIARYVEST, LLC — reported RAUM up 36% ($3.40B -> $4.64B). IAPD ↗
67
TECTONIC ADVISORS LLC — reported RAUM up 37% ($2.64B -> $3.60B). IAPD ↗
67
ROONEY CAPITAL MANAGEMENT, INC. — reported RAUM up 49% ($203.3M -> $303.8M). IAPD ↗
67
ADVOCACY WEALTH MANAGEMENT, LLC — reported RAUM up 39% ($1.24B -> $1.72B). IAPD ↗
67
PURE FINANCIAL ADVISORS, LLC — reported RAUM up 37% ($4.60B -> $6.29B). IAPD ↗
67
KINGSVIEW WEALTH MANAGEMENT, LLC — reported RAUM up 35% ($3.58B -> $4.85B). IAPD ↗
67
HOEY INVESTMENTS, INC. — reported RAUM up 48% ($288.6M -> $427.5M). IAPD ↗
67
TLWM FINANCIAL — reported RAUM up 45% ($333.3M -> $484.9M). IAPD ↗
67
THE INVESTMENT HOUSE LLC — reported RAUM up 37% ($1.18B -> $1.62B). IAPD ↗
67
KINGSBRIDGE WEALTH MANAGEMENT, INC. — reported RAUM up 47% ($308.3M -> $453.1M). IAPD ↗
67
VERNAL POINT ADVISORS, LLC — reported RAUM up 36% ($1.17B -> $1.59B). IAPD ↗
67
X-SQUARE CAPITAL — reported RAUM up 48% ($286.9M -> $423.6M). IAPD ↗
67
NORTHROCK PARTNERS, LLC — reported RAUM up 38% ($4.19B -> $5.80B). IAPD ↗
67
LOGICA CAPITAL ADVISERS, LLC — reported RAUM up 47% ($217.7M -> $319.8M). IAPD ↗
67
MCADAM LLC — reported RAUM up 39% ($1.26B -> $1.74B). IAPD ↗
67
APELLA WEALTH — reported RAUM up 35% ($2.48B -> $3.35B). IAPD ↗
67
NOTE ADVISORS, LLC — reported RAUM up 47% ($198.9M -> $292.5M). IAPD ↗
67
WEALTH WATCH ADVISORS, INC — reported RAUM up 49% ($234.2M -> $348.5M). IAPD ↗
67
SANCTUARY ADVISORS, LLC — reported RAUM up 36% ($16.22B -> $22.02B). IAPD ↗
67
FLOWER CITY CAPITAL LLC — reported RAUM up 46% ($185.4M -> $270.8M). IAPD ↗
67
CURRAN FINANCIAL PARTNERS, LLC — reported RAUM up 48% ($319.1M -> $472.7M). IAPD ↗
67
RED TORTOISE — reported RAUM up 45% ($246.1M -> $357.5M). IAPD ↗
67
INSIGNEO ADVISORY SERVICES, LLC — reported RAUM up 40% ($2.20B -> $3.07B). IAPD ↗
67
HAYDEN CAPITAL — reported RAUM up 64% ($25.1M -> $41.2M). IAPD ↗
67
FOSTER VICTOR WEALTH ADVISORS — reported RAUM up 36% ($1.24B -> $1.69B). IAPD ↗
67
GQG PARTNERS — reported RAUM up 37% ($88.03B -> $120.57B). IAPD ↗
67
ONEASCENT INVESTMENT SOLUTIONS, LLC — reported RAUM up 46% ($313.6M -> $457.2M). IAPD ↗
67
JACKSON HOLE CAPITAL PARTNERS, LLC — reported RAUM up 45% ($593.6M -> $862.1M). IAPD ↗
67
CBIZ INVESTMENT ADVISORY SERVICES, LLC — reported RAUM up 37% ($6.45B -> $8.86B). IAPD ↗
67
O'KEEFE STEVENS ADVISORY, INC. — reported RAUM up 50% ($215.8M -> $323.1M). IAPD ↗
67
L SQUARED CAPITAL PARTNERS — reported RAUM up 39% ($1.01B -> $1.40B). IAPD ↗
67
LEEWARD FINANCIAL PARTNERS, LLC — reported RAUM up 47% ($183.1M -> $269.9M). IAPD ↗
67
BLACKTOWER FINANCIAL MANAGEMENT (US) LLC — reported RAUM up 62% ($113.1M -> $183.2M). IAPD ↗
67
FIRSTMETRIC — reported RAUM up 48% ($187.9M -> $278.5M). IAPD ↗
67
SALOMON AND LUDWIN — reported RAUM up 40% ($1.22B -> $1.71B). IAPD ↗
67
COMPOUND FAMILY OFFICES, LLC — reported RAUM up 47% ($314.6M -> $463.7M). IAPD ↗
67
TSCHETTER GROUP — reported RAUM up 36% ($1.34B -> $1.81B). IAPD ↗
67
BT FAMILY OFFICE, LLC — reported RAUM up 37% ($1.97B -> $2.70B). IAPD ↗
67
CYNDEO WEALTH PARTNERS — reported RAUM up 37% ($1.46B -> $2.00B). IAPD ↗
67
TACTIVE ADVISORS, LLC — reported RAUM up 47% ($275.1M -> $405.8M). IAPD ↗
67
PREPARED RETIREMENT INSTITUTE LLC — reported RAUM up 47% ($190.9M -> $281.0M). IAPD ↗
67
CORDOBA ADVISORY PARTNERS LLC — reported RAUM up 38% ($1.10B -> $1.52B). IAPD ↗
67
LOGAN STONE — reported RAUM up 49% ($540.8M -> $805.4M). IAPD ↗
67
RETIREMENT PLANNING SOLUTIONS, LLC — reported RAUM up 46% ($194.8M -> $285.4M). IAPD ↗
67
ELEVATION ADVISORY PARTNERS LLC — reported RAUM up 65% ($104.1M -> $171.8M). IAPD ↗
67
OLIVER LAGORE VANVALIN INVESTMENT GROUP, INC. — reported RAUM up 49% ($304.9M -> $454.3M). IAPD ↗
67
IMPERIAL CAPITAL PARTNERS — reported RAUM up 38% ($3.87B -> $5.35B). IAPD ↗
67
TERRA WEALTH — reported RAUM up 49% ($167.4M -> $250.1M). IAPD ↗
67
PROLIFIC SOLUTIONS — reported RAUM up 61% ($40.6M -> $65.5M). IAPD ↗
67
MODERN WEALTH MANAGEMENT, LLC — reported RAUM up 35% ($1.54B -> $2.07B). IAPD ↗
67
STENGER FAMILY OFFICE, LLC — reported RAUM up 50% ($181.2M -> $271.0M). IAPD ↗
67
EAGLE WEALTH MANAGEMENT GROUP INC. — reported RAUM up 45% ($214.0M -> $310.7M). IAPD ↗
66
LESKO SECURITIES, INC. — reported RAUM up 43% ($331.5M -> $474.0M). IAPD ↗
66
GOELZER INVESTMENT MANAGEMENT — reported RAUM up 34% ($2.36B -> $3.16B). IAPD ↗
66
HANTZ FINANCIAL SERVICES, INC. — reported RAUM up 30% ($4.90B -> $6.39B). IAPD ↗
66
SILVER OAK SECURITIES, INC. — reported RAUM up 34% ($1.09B -> $1.46B). IAPD ↗
66
AVANTAX ADVISORY SERVICES — reported RAUM up 35% ($30.97B -> $41.70B). IAPD ↗
66
ZERMATT WEALTH PARTNERS — reported RAUM up 59% ($94.1M -> $150.0M). IAPD ↗
66
BEARD INVESTMENT SERVICES, INC. — reported RAUM up 40% ($324.7M -> $455.5M). IAPD ↗
66
DEL MONTE GROUP, LLC — reported RAUM up 40% ($219.0M -> $307.6M). IAPD ↗
66
PDS PLANNING INC — reported RAUM up 33% ($1.05B -> $1.39B). IAPD ↗
66
WINSLOW CAPITAL MANAGEMENT LLC — reported RAUM up 35% ($17.37B -> $23.42B). IAPD ↗
66
EVERHART ADVISORS — reported RAUM up 33% ($1.08B -> $1.45B). IAPD ↗
66
KENSINGTON INVESTMENT COUNSEL — reported RAUM up 44% ($174.3M -> $250.3M). IAPD ↗
66
LOMBARD ADVISERS INCORPORATED — reported RAUM up 42% ($257.7M -> $366.4M). IAPD ↗
66
BRIGHTON JONES LLC — reported RAUM up 32% ($9.46B -> $12.49B). IAPD ↗
66
BRAVE WARRIOR ADVISORS, LLC — reported RAUM up 33% ($3.93B -> $5.24B). IAPD ↗
66
MARSICO CAPITAL MANAGEMENT, LLC — reported RAUM up 34% ($2.43B -> $3.25B). IAPD ↗
66
MDT ADVISERS, A DIVISION OF FEDERATED MDTA LLC — reported RAUM up 33% ($5.03B -> $6.67B). IAPD ↗
66
SHAYNE & JACOBS, LLC — reported RAUM up 45% ($334.3M -> $483.0M). IAPD ↗
66
HALTER FERGUSON FINANCIAL INC — reported RAUM up 42% ($266.7M -> $378.2M). IAPD ↗
66
EP WEALTH ADVISORS — reported RAUM up 31% ($17.06B -> $22.32B). IAPD ↗
66
DOCK STREET ASSET MANAGEMENT INC — reported RAUM up 42% ($514.6M -> $732.9M). IAPD ↗
66
CHOREO, LLC — reported RAUM up 32% ($12.19B -> $16.03B). IAPD ↗
66
CAIN, WATTERS & ASSOCIATES, LLC — reported RAUM up 33% ($2.66B -> $3.54B). IAPD ↗
66
ADVISORS CAPITAL MANAGEMENT, LLC — reported RAUM up 33% ($5.60B -> $7.44B). IAPD ↗
66
MWA FINANCIAL SERVICES, INC. — reported RAUM up 59% ($135.6M -> $216.1M). IAPD ↗
66
RENAUD & COMPANY, LLC — reported RAUM up 56% ($91.5M -> $143.1M). IAPD ↗
66
BEACON POINTE ADVISORS, LLC — reported RAUM up 35% ($23.25B -> $31.28B). IAPD ↗
66
RETIREMENT PLAN ADVISORS, LLC — reported RAUM up 34% ($1.10B -> $1.47B). IAPD ↗
66
WESTWOOD GLOBAL INVESTMENTS — reported RAUM up 30% ($9.39B -> $12.23B). IAPD ↗
66
MERCURY INVESTMENT GROUP — reported RAUM up 56% ($115.2M -> $179.6M). IAPD ↗
66
IFC PERSONAL MONEY MANAGERS, INC. — reported RAUM up 42% ($278.0M -> $395.2M). IAPD ↗
66
SUSTAINABLE GROWTH ADVISERS, LP — reported RAUM up 30% ($18.41B -> $23.95B). IAPD ↗
66
NVEST FINANCIAL, LLC — reported RAUM up 42% ($268.4M -> $379.8M). IAPD ↗
66
EXENCIAL WEALTH ADVISORS — reported RAUM up 33% ($3.77B -> $5.02B). IAPD ↗
66
WESTWOOD WEALTH MANAGEMENT — reported RAUM up 42% ($306.1M -> $433.3M). IAPD ↗
66
NESTEGGS, INC. — reported RAUM up 42% ($339.9M -> $484.2M). IAPD ↗
66
UNITED CAPITAL FINANCIAL ADVISORS — reported RAUM up 34% ($13.18B -> $17.69B). IAPD ↗
66
KEY INVESTMENT SERVICES LLC — reported RAUM up 30% ($3.22B -> $4.19B). IAPD ↗
66
SPROTT ASSET MANAGEMENT USA INC. — reported RAUM up 32% ($3.48B -> $4.60B). IAPD ↗
66
AXIOM INVESTMENT MANAGEMENT LLC — reported RAUM up 57% ($136.4M -> $213.7M). IAPD ↗
66
MERIT FINANCIAL ADVISORS — reported RAUM up 31% ($5.52B -> $7.25B). IAPD ↗
66
WINTHROP CAPITAL MANAGEMENT — reported RAUM up 34% ($2.83B -> $3.80B). IAPD ↗
66
SENDERO WEALTH MANAGEMENT, LLC — reported RAUM up 33% ($3.93B -> $5.22B). IAPD ↗
66
WESTFIELD CAPITAL MANAGEMENT COMPANY, L.P. — reported RAUM up 32% ($13.32B -> $17.56B). IAPD ↗
66
NORTHSTAR FINANCIAL ADVISORS LLC — reported RAUM up 59% ($28.4M -> $45.2M). IAPD ↗
66
SEELAUS ASSET MANAGEMENT, LLC — reported RAUM up 34% ($1.07B -> $1.43B). IAPD ↗
66
CARNEGIE INVESTMENT COUNSEL — reported RAUM up 30% ($3.47B -> $4.52B). IAPD ↗
66
SENTRY, LLC — reported RAUM up 31% ($1.81B -> $2.38B). IAPD ↗
66
CAHABA WEALTH MANAGEMENT, INC. — reported RAUM up 33% ($1.13B -> $1.50B). IAPD ↗
66
NEWSQUARE CAPITAL, LLC — reported RAUM up 31% ($1.19B -> $1.56B). IAPD ↗
66
EMPIRICAL WEALTH MANAGEMENT — reported RAUM up 32% ($4.18B -> $5.53B). IAPD ↗
66
LOYOLA ASSET MANAGEMENT LLC — reported RAUM up 58% ($129.0M -> $203.8M). IAPD ↗
66
TWO WEST CAPITAL ADVISORS LLC — reported RAUM up 31% ($2.11B -> $2.76B). IAPD ↗
66
FOUNTAINHEAD ADVISORS — reported RAUM up 42% ($506.5M -> $721.6M). IAPD ↗
66
PROSPERITY CAPITAL ADVISORS — reported RAUM up 31% ($1.71B -> $2.25B). IAPD ↗
66
ALPHA SOLUTIONS INVESTMENT ADVISORS — reported RAUM up 56% ($110.2M -> $172.4M). IAPD ↗
66
SUMMIT GLOBAL INVESTMENTS, LLC — reported RAUM up 32% ($1.54B -> $2.03B). IAPD ↗
66
PERINI CAPITAL — reported RAUM up 57% ($102.5M -> $161.0M). IAPD ↗
66
SIGFIG WEALTH MANAGEMENT LLC — reported RAUM up 33% ($2.10B -> $2.80B). IAPD ↗
66
GIMBAL FINANCIAL, LLC — reported RAUM up 55% ($135.0M -> $209.7M). IAPD ↗
66
ATLANTIS ASSET MANAGEMENT, LLC — reported RAUM up 56% ($16.0M -> $25.0M). IAPD ↗
66
EFINANCIAL ALLIANCE, LLC — reported RAUM up 59% ($123.0M -> $196.0M). IAPD ↗
66
STEELPEAK WEALTH, LLC — reported RAUM up 34% ($1.89B -> $2.54B). IAPD ↗
66
TRUNORTH CAPITAL MANAGEMENT, LLC — reported RAUM up 41% ($294.6M -> $415.3M). IAPD ↗
66
STRATEGIC WEALTH INVESTMENT GROUP, LLC — reported RAUM up 43% ($627.8M -> $900.8M). IAPD ↗
66
BISON WEALTH, LLC — reported RAUM up 32% ($1.22B -> $1.61B). IAPD ↗
66
HOOD RIVER CAPITAL MANAGEMENT LLC — reported RAUM up 33% ($2.78B -> $3.70B). IAPD ↗
66
INFRASTRUCTURE CAPITAL ADVISORS, LLC — reported RAUM up 34% ($1.28B -> $1.72B). IAPD ↗
66
FORMIDABLE ASSET MANAGEMENT, LLC — reported RAUM up 40% ($632.0M -> $886.8M). IAPD ↗
66
MUTUAL ADVISORS, LLC — reported RAUM up 31% ($5.31B -> $6.95B). IAPD ↗
66
SOFI WEALTH LLC — reported RAUM up 41% ($671.3M -> $943.5M). IAPD ↗
66
OCEANIQ CAPITAL, LLC — reported RAUM up 58% ($114.8M -> $181.3M). IAPD ↗
66
PRIVATE ADVISORY GROUP LLC — reported RAUM up 40% ($642.2M -> $900.5M). IAPD ↗
66
JOHNSON BRUNETTI — reported RAUM up 34% ($1.18B -> $1.58B). IAPD ↗
66
THE PATRIOT FINANCIAL GROUP, LLC — reported RAUM up 30% ($1.63B -> $2.12B). IAPD ↗
66
L2 ASSET MANAGEMENT, LLC — reported RAUM up 45% ($326.5M -> $473.3M). IAPD ↗
66
GRATUS CAPITAL, LLC — reported RAUM up 31% ($2.10B -> $2.74B). IAPD ↗
66
GRANITE BAY WEALTH MANAGEMENT, LLC — reported RAUM up 42% ($252.5M -> $357.3M). IAPD ↗
66
THE MAIN STREET GROUP — reported RAUM up 45% ($224.1M -> $324.9M). IAPD ↗
66
ALIGN IMPACT, LLC — reported RAUM up 42% ($511.9M -> $728.4M). IAPD ↗
66
WALSER WEALTH MANAGEMENT COMPANY, A LIMITED LIABILITY COMPANY — reported RAUM up 57% ($104.2M -> $164.1M). IAPD ↗
66
APPLIED FINANCE CAPITAL MANAGEMENT, LLC — reported RAUM up 35% ($2.24B -> $3.01B). IAPD ↗
66
LEADING EDGE FINANCIAL PLANNING LLC — reported RAUM up 42% ($193.0M -> $273.7M). IAPD ↗
66
BANKERS LIFE ADVISORY SERVICES, INC. — reported RAUM up 32% ($1.13B -> $1.49B). IAPD ↗
66
PROWELL FINANCIAL MANAGEMENT, LLC — reported RAUM up 30% ($6.41B -> $8.34B). IAPD ↗
66
THE FAUSER GROUP, LLC — reported RAUM up 58% ($138.2M -> $217.7M). IAPD ↗
66
MARINER INDEPENDENT — reported RAUM up 30% ($6.26B -> $8.15B). IAPD ↗
66
PLUM STREET ADVISORS, LLC — reported RAUM up 44% ($181.1M -> $261.5M). IAPD ↗
66
STRATEGIC BLUEPRINT, LLC — reported RAUM up 32% ($1.65B -> $2.17B). IAPD ↗
66
SEPIO CAPITAL, LP — reported RAUM up 32% ($5.06B -> $6.67B). IAPD ↗
66
POST ROAD GROUP LLC — reported RAUM up 34% ($1.11B -> $1.49B). IAPD ↗
66
PREVAIL INNOVATIVE WEALTH ADVISORS, LLC — reported RAUM up 44% ($263.7M -> $379.7M). IAPD ↗
66
RECURRENT INVESTMENT ADVISORS LLC — reported RAUM up 44% ($544.7M -> $782.2M). IAPD ↗
66
FOUNTAINHEAD AM, LLC — reported RAUM up 43% ($515.8M -> $739.2M). IAPD ↗
66
HFM INVESTMENT ADVISORS, LLC — reported RAUM up 42% ($183.6M -> $261.2M). IAPD ↗
66
ROBERTSON STEPHENS — reported RAUM up 34% ($3.69B -> $4.93B). IAPD ↗
66
WESTWOOD WEALTH MANAGEMENT — reported RAUM up 59% ($116.3M -> $185.0M). IAPD ↗
66
FAIRCOURT PARTNERS, LLC — reported RAUM up 31% ($1.57B -> $2.06B). IAPD ↗
66
COLTER LEWIS INVESTMENT PARTNERS, LLC — reported RAUM up 33% ($1.47B -> $1.96B). IAPD ↗
66
SMARTX ADVISORY SOLUTIONS — reported RAUM up 31% ($17.56B -> $22.91B). IAPD ↗
66
ASPIRE CAPITAL ADVISORS LLC — reported RAUM up 45% ($565.2M -> $817.7M). IAPD ↗
66
SUMMIT FINANCIAL, LLC — reported RAUM up 30% ($6.15B -> $8.02B). IAPD ↗
66
MY PERSONAL CFO, LLC — reported RAUM up 41% ($196.2M -> $277.5M). IAPD ↗
66
EVOKE ADVISORS — reported RAUM up 31% ($10.21B -> $13.36B). IAPD ↗
66
PMA ASSET MANAGEMENT, LLC — reported RAUM up 34% ($20.20B -> $26.99B). IAPD ↗
66
CONVERGENCE FINANCIAL — reported RAUM up 42% ($298.1M -> $422.4M). IAPD ↗
66
HUDSON CAPITAL ADVISORY, INC. — reported RAUM up 56% ($76.3M -> $119.1M). IAPD ↗
66
PLATFORM TECHNOLOGY PARTNERS — reported RAUM up 44% ($648.3M -> $936.7M). IAPD ↗
66
WAVE DIGITAL ASSETS LLC — reported RAUM up 44% ($233.4M -> $335.8M). IAPD ↗
66
PALUMBO WEALTH MANAGEMENT LLC — reported RAUM up 40% ($230.1M -> $322.7M). IAPD ↗
66
CW ADVISORS, LLC — reported RAUM up 35% ($5.14B -> $6.92B). IAPD ↗
66
DILLOW WEALTH MANAGEMENT LLC — reported RAUM up 59% ($106.2M -> $168.6M). IAPD ↗
66
O'HAGAN GROUP, INC. — reported RAUM up 44% ($559.3M -> $807.7M). IAPD ↗
66
SMART WEALTH, LLC — reported RAUM up 43% ($211.2M -> $302.9M). IAPD ↗
66
GRAMERCY STRATEGIC CAPITAL LLC — reported RAUM up 59% ($91.0M -> $144.9M). IAPD ↗
66
CERCANO MANAGEMENT LLC — reported RAUM up 31% ($8.00B -> $10.48B). IAPD ↗
66
WATERSHED PRIVATE WEALTH LLC — reported RAUM up 42% ($185.8M -> $263.4M). IAPD ↗
66
ALDEN INVESTMENT GROUP — reported RAUM up 40% ($207.3M -> $290.9M). IAPD ↗
66
ASCEND INTERPLAY, LLC — reported RAUM up 57% ($110.0M -> $172.7M). IAPD ↗
66
CALLAN FAMILY OFFICE, LLC — reported RAUM up 35% ($3.54B -> $4.77B). IAPD ↗
66
RIALTO WEALTH MANAGEMENT — reported RAUM up 43% ($218.6M -> $312.3M). IAPD ↗
66
ETHOS FINANCIAL GROUP, LLC — reported RAUM up 40% ($651.8M -> $913.9M). IAPD ↗
66
CLARITY FINANCIAL ADVISORS LLC — reported RAUM up 56% ($51.2M -> $79.9M). IAPD ↗
66
SECOND LINE CAPITAL, LLC — reported RAUM up 44% ($279.9M -> $402.1M). IAPD ↗
66
FIRST MANHATTAN CO. LLC — reported RAUM up 35% ($23.59B -> $31.83B). IAPD ↗
66
EVANSBROOK CAPITAL MANAGEMENT — reported RAUM up 60% ($100.0M -> $159.9M). IAPD ↗
65
RICHARDS MERRILL WEALTH MANAGEMENT — reported RAUM up 36% ($290.0M -> $395.8M). IAPD ↗
65
PRINCIPAL SECURITIES, INC. — reported RAUM up 29% ($9.42B -> $12.11B). IAPD ↗
65
GILDER GAGNON HOWE & CO. LLC — reported RAUM up 26% ($7.49B -> $9.44B). IAPD ↗
65
SAGE, RUTTY & CO., INC. — reported RAUM up 26% ($1.95B -> $2.47B). IAPD ↗
65
LPL FINANCIAL LLC — reported RAUM up 26% ($368.02B -> $463.48B). IAPD ↗
65
DUNHAM & ASSOCIATES INVESTMENT COUNSEL, INC. — reported RAUM up 30% ($2.90B -> $3.76B). IAPD ↗
65
OSAIC INSTITUTIONS, INC. — reported RAUM up 29% ($2.81B -> $3.63B). IAPD ↗
65
GREENBERG FINANCIAL GROUP — reported RAUM up 37% ($188.8M -> $257.8M). IAPD ↗
65
STRATEGIC ADVISERS LLC — reported RAUM up 25% ($659.55B -> $824.74B). IAPD ↗
65
CAPITAL ADVISORS, INC. — reported RAUM up 29% ($4.26B -> $5.50B). IAPD ↗
65
WEST COAST FINANCIAL, LLC — reported RAUM up 25% ($1.52B -> $1.90B). IAPD ↗
65
ACADEMY CAPITAL MANAGEMENT — reported RAUM up 36% ($657.2M -> $896.1M). IAPD ↗
65
D.F. DENT AND COMPANY, INC. — reported RAUM up 26% ($6.45B -> $8.15B). IAPD ↗
65
BRANDES INVESTMENT PARTNERS, LP — reported RAUM up 27% ($17.53B -> $22.21B). IAPD ↗
65
GUGGENHEIM INVESTMENTS — reported RAUM up 29% ($8.70B -> $11.26B). IAPD ↗
65
KENNEDY CAPITAL MANAGEMENT — reported RAUM up 28% ($3.72B -> $4.77B). IAPD ↗
65
BAXTER INVESTMENT MANAGEMENT — reported RAUM up 36% ($673.5M -> $915.1M). IAPD ↗
65
MEEDER ADVISORY SERVICES, INC. — reported RAUM up 25% ($1.15B -> $1.44B). IAPD ↗
65
J.P. MORGAN INVESTMENT MANAGEMENT INC. — reported RAUM up 27% ($2011.99B -> $2549.09B). IAPD ↗
65
E. S. BARR & COMPANY — reported RAUM up 27% ($1.41B -> $1.80B). IAPD ↗
65
PT ASSET MANAGEMENT, LLC — reported RAUM up 26% ($5.55B -> $7.00B). IAPD ↗
65
PARADIGM CAPITAL MANAGEMENT, INC. — reported RAUM up 27% ($1.54B -> $1.95B). IAPD ↗
65
ARNOLD WEITZ & CO — reported RAUM up 36% ($270.1M -> $366.4M). IAPD ↗
65
CARDINAL CAPITAL MANAGEMENT INC — reported RAUM up 36% ($594.2M -> $805.1M). IAPD ↗
65
NORTHWEST CAPITAL MANAGEMENT INC. — reported RAUM up 25% ($5.48B -> $6.86B). IAPD ↗
65
EMBREE FINANCIAL GROUP — reported RAUM up 26% ($1.63B -> $2.04B). IAPD ↗
65
FIDELITY MANAGEMENT & RESEARCH COMPANY LLC — reported RAUM up 26% ($3148.42B -> $3964.39B). IAPD ↗
65
MILLER INVESTMENT MANAGEMENT, LP — reported RAUM up 25% ($5.09B -> $6.37B). IAPD ↗
65
LADENBURG THALMANN ASSET MANAGEMENT INC — reported RAUM up 26% ($3.42B -> $4.32B). IAPD ↗
65
FAMILY CFO, LLC — reported RAUM up 52% ($94.9M -> $144.5M). IAPD ↗
65
LASALLE ST. INVESTMENT ADVISORS, L.L.C. — reported RAUM up 27% ($2.73B -> $3.48B). IAPD ↗
65
NWF ADVISORY SERVICES INC — reported RAUM up 30% ($2.86B -> $3.71B). IAPD ↗
65
ALLSPRING FUNDS MANAGEMENT, LLC — reported RAUM up 28% ($235.23B -> $300.80B). IAPD ↗
65
ACR ALPINE CAPITAL RESEARCH, LLC — reported RAUM up 27% ($4.44B -> $5.62B). IAPD ↗
65
CAZ INVESTMENTS L.P. — reported RAUM up 28% ($5.02B -> $6.40B). IAPD ↗
65
STRATEGIC WEALTH ADVISORS, LLC — reported RAUM up 37% ($210.5M -> $288.6M). IAPD ↗
65
ONE CAPITAL MANAGEMENT, LLC — reported RAUM up 26% ($4.94B -> $6.21B). IAPD ↗
65
WAVERLY ADVISORS, LLC — reported RAUM up 27% ($7.89B -> $10.06B). IAPD ↗
65
ROBERTSON INVESTMENT MANAGEMENT — reported RAUM up 39% ($312.1M -> $434.4M). IAPD ↗
65
WEALTH ENHANCEMENT ADVISORY SERVICES, LLC — reported RAUM up 28% ($56.39B -> $72.02B). IAPD ↗
65
SHEAFF BROCK INVESTMENT ADVISORS, LLC — reported RAUM up 29% ($1.05B -> $1.35B). IAPD ↗
65
LYNX CAPITAL GROUP LTD — reported RAUM up 52% ($107.6M -> $163.8M). IAPD ↗
65
NFP RETIREMENT INC. — reported RAUM up 29% ($75.05B -> $96.45B). IAPD ↗
65
RKL PRIVATE WEALTH — reported RAUM up 25% ($1.43B -> $1.80B). IAPD ↗
65
REHMANN WEALTH — reported RAUM up 26% ($3.04B -> $3.85B). IAPD ↗
65
MOSELEY INVESTMENT MANAGEMENT, INC. — reported RAUM up 36% ($258.1M -> $351.2M). IAPD ↗
65
SILICON VALLEY CAPITAL PARTNERS, L.P. — reported RAUM up 36% ($634.2M -> $860.4M). IAPD ↗
65
SPIVAK ASSET MANAGEMENT, LLC — reported RAUM up 40% ($256.4M -> $357.8M). IAPD ↗
65
IRA GROUP, INC. — reported RAUM up 27% ($9.08B -> $11.50B). IAPD ↗
65
SAGEVIEW ADVISORY GROUP, LLC — reported RAUM up 30% ($156.40B -> $202.57B). IAPD ↗
65
VALEO FINANCIAL ADVISORS, LLC — reported RAUM up 26% ($7.10B -> $8.94B). IAPD ↗
65
HERITAGE FINANCIAL SERVICES — reported RAUM up 29% ($1.93B -> $2.50B). IAPD ↗
65
ROBOTTI & COMPANY ADVISORS, LLC — reported RAUM up 40% ($707.6M -> $987.9M). IAPD ↗
65
CARY STREET PARTNERS — reported RAUM up 27% ($5.51B -> $6.98B). IAPD ↗
65
WEALTHSTREAM ADVISORS, INC. — reported RAUM up 25% ($1.08B -> $1.35B). IAPD ↗
65
MAPLE CAPITAL MANAGEMENT, INC. — reported RAUM up 26% ($1.37B -> $1.72B). IAPD ↗
65
GENERATION INVESTMENT MANAGEMENT US LLP — reported RAUM up 27% ($12.14B -> $15.39B). IAPD ↗
65
SG CAPITAL MANAGEMENT LLC — reported RAUM up 35% ($322.7M -> $436.3M). IAPD ↗
65
AZIMUT GENESIS ADVISORS — reported RAUM up 36% ($288.9M -> $392.5M). IAPD ↗
65
BENNETT SELBY INVESTMENTS, L.P. — reported RAUM up 52% ($148.0M -> $224.7M). IAPD ↗
65
EVEREST FINANCIAL GROUP — reported RAUM up 37% ($607.1M -> $828.9M). IAPD ↗
65
HERITAGE WEALTH ADVISORS — reported RAUM up 30% ($3.08B -> $4.00B). IAPD ↗
65
TSAI CAPITAL CORPORATION — reported RAUM up 54% ($71.9M -> $110.8M). IAPD ↗
65
FOUNDERS FINANCIAL SECURITIES, LLC — reported RAUM up 28% ($2.27B -> $2.91B). IAPD ↗
65
DTS GROUP LLC — reported RAUM up 53% ($160.5M -> $246.1M). IAPD ↗
65
TEEWINOT CAPITAL ADVISERS, L.L.C. — reported RAUM up 39% ($604.3M -> $841.9M). IAPD ↗
65
KOHMANN BOSSHARD FINANCIAL SERVICES, LLC. — reported RAUM up 40% ($536.5M -> $748.8M). IAPD ↗
65
LEGACY ADVISORS, LLC — reported RAUM up 30% ($2.80B -> $3.64B). IAPD ↗
65
HARDY REED, LLC — reported RAUM up 29% ($1.45B -> $1.87B). IAPD ↗
65
TPG FINANCIAL ADVISORS, LLC — reported RAUM up 25% ($1.32B -> $1.66B). IAPD ↗
65
TOTAL CLARITY WEALTH MANAGEMENT, INC — reported RAUM up 39% ($329.1M -> $458.0M). IAPD ↗
65
CHECCHI CAPITAL ADVISERS, LLC — reported RAUM up 27% ($1.49B -> $1.90B). IAPD ↗
65
COMMERCE STREET INVESTMENT MANAGEMENT — reported RAUM up 39% ($535.4M -> $745.1M). IAPD ↗
65
SMITH ANGLIN FINANCIAL, LLC — reported RAUM up 26% ($1.25B -> $1.57B). IAPD ↗
65
ROYAL FUND MANAGEMENT, LLC — reported RAUM up 26% ($1.08B -> $1.36B). IAPD ↗
65
ARETE WEALTH ADVISORS, LLC — reported RAUM up 26% ($2.12B -> $2.67B). IAPD ↗
65
MOZAIC, LLC — reported RAUM up 26% ($2.90B -> $3.64B). IAPD ↗
65
SILVANT CAPITAL MANAGEMENT LLC — reported RAUM up 28% ($1.69B -> $2.17B). IAPD ↗
65
ARTEMIS FINANCIAL ADVISORS — reported RAUM up 39% ($224.8M -> $313.1M). IAPD ↗
65
FORT POINT CAPITAL PARTNERS LLC — reported RAUM up 29% ($1.16B -> $1.49B). IAPD ↗
65
VECTORGLOBAL IAG, INC. — reported RAUM up 30% ($1.07B -> $1.38B). IAPD ↗
65
CONSTELLATION WEALTH ADVISORS — reported RAUM up 28% ($3.05B -> $3.90B). IAPD ↗
65
MERCER GLOBAL ADVISORS INC. — reported RAUM up 29% ($35.14B -> $45.35B). IAPD ↗
65
CHICAGO PARTNERS INVESTMENT GROUP LLC — reported RAUM up 26% ($3.65B -> $4.59B). IAPD ↗
65
BETTERMENT — reported RAUM up 25% ($36.63B -> $45.93B). IAPD ↗
65
EFFICIENT ADVISORS — reported RAUM up 26% ($1.87B -> $2.36B). IAPD ↗
65
FFT WEALTH MANAGEMENT — reported RAUM up 25% ($2.50B -> $3.13B). IAPD ↗
65
BAYSTATE WEALTH MANAGEMENT — reported RAUM up 27% ($1.50B -> $1.92B). IAPD ↗
65
MOSS, LUSE & WOMBLE, LLC — reported RAUM up 36% ($319.6M -> $435.6M). IAPD ↗
65
IPG INVESTMENT ADVISORS, LLC — reported RAUM up 28% ($2.74B -> $3.51B). IAPD ↗
65
TRIAN FUND MANAGEMENT, L.P. — reported RAUM up 27% ($7.15B -> $9.05B). IAPD ↗
65
MARBLE TRAIL ADVISORS — reported RAUM up 35% ($318.5M -> $431.1M). IAPD ↗
65
DRAKE & ASSOCIATES, LLC — reported RAUM up 38% ($227.2M -> $313.1M). IAPD ↗
65
DESCHUTES INVESTMENT CONSULTING, LLC — reported RAUM up 26% ($1.69B -> $2.13B). IAPD ↗
65
CHERRY CREEK FAMILY OFFICES — reported RAUM up 26% ($1.31B -> $1.64B). IAPD ↗
65
ARCHETYPE ADVISORS, LLC — reported RAUM up 54% ($129.1M -> $198.7M). IAPD ↗
65
SNOWDEN CAPITAL ADVISORS LLC — reported RAUM up 25% ($4.74B -> $5.93B). IAPD ↗
65
ALEXANDER CAPITAL WEALTH MANAGEMENT LLC — reported RAUM up 53% ($78.8M -> $120.8M). IAPD ↗
65
RFG ADVISORY, LLC — reported RAUM up 29% ($3.00B -> $3.86B). IAPD ↗
65
CORECAP ADVISORS — reported RAUM up 26% ($1.96B -> $2.47B). IAPD ↗
65
TRAJAN WEALTH, L.L.C. — reported RAUM up 30% ($1.05B -> $1.37B). IAPD ↗
65
INVESTOR FAN — reported RAUM up 37% ($186.2M -> $255.4M). IAPD ↗
65
ALTERNATIVE INVESTMENT ADVISORS, LLC — reported RAUM up 37% ($216.6M -> $296.4M). IAPD ↗
65
BRIGHT ROAD WEALTH MANAGEMENT, LLC — reported RAUM up 36% ($209.2M -> $284.1M). IAPD ↗
65
BLUE WATER WEALTH — reported RAUM up 36% ($233.2M -> $317.1M). IAPD ↗
65
INTEGRATED FINANCIAL STRATEGIES, LLC — reported RAUM up 36% ($292.0M -> $397.7M). IAPD ↗
65
SEROS FINANCIAL, LLC — reported RAUM up 39% ($187.5M -> $260.8M). IAPD ↗
65
CANTER WEALTH — reported RAUM up 39% ($217.3M -> $302.0M). IAPD ↗
65
IFG ADVISORY, LLC — reported RAUM up 28% ($2.53B -> $3.25B). IAPD ↗
65
FUSE PARTNERS, LLC — reported RAUM up 36% ($663.8M -> $903.2M). IAPD ↗
65
MBM WEALTH CONSULTANTS, LLC — reported RAUM up 40% ($239.6M -> $335.0M). IAPD ↗
65
ARISTOTLE CREDIT PARTNERS, LLC — reported RAUM up 40% ($677.5M -> $947.3M). IAPD ↗
65
TILLER PARTNERS, LLC — reported RAUM up 50% ($160.0M -> $240.7M). IAPD ↗
65
DUTCH ASSET CORPORATION — reported RAUM up 55% ($45.1M -> $69.9M). IAPD ↗
65
INSPIRE INVESTING, LLC — reported RAUM up 26% ($2.03B -> $2.56B). IAPD ↗
65
ATON FINANCIAL LLC — reported RAUM up 38% ($311.4M -> $428.9M). IAPD ↗
65
PFG ADVISORS — reported RAUM up 27% ($1.84B -> $2.33B). IAPD ↗
65
CREWE ADVISORS — reported RAUM up 26% ($1.29B -> $1.62B). IAPD ↗
65
LEGACY WEALTH MANAGEMENT, LLC — reported RAUM up 35% ($275.9M -> $373.2M). IAPD ↗
65
PEGASUS PARTNERS — reported RAUM up 26% ($2.45B -> $3.09B). IAPD ↗
65
PORT CAPITAL LLC — reported RAUM up 29% ($1.77B -> $2.29B). IAPD ↗
65
CLARE MARKET INVESTMENTS, LLC — reported RAUM up 36% ($317.1M -> $432.6M). IAPD ↗
65
STASH INVEST — reported RAUM up 28% ($2.61B -> $3.34B). IAPD ↗
65
CLAYTON FINANCIAL GROUP, LLC — reported RAUM up 27% ($1.20B -> $1.52B). IAPD ↗
65
CYNOSURE GROUP, LLC — reported RAUM up 27% ($3.84B -> $4.86B). IAPD ↗
65
PATTON ALBERTSON MILLER GROUP, LLC — reported RAUM up 28% ($1.04B -> $1.33B). IAPD ↗
65
HOYA CAPITAL REAL ESTATE, LLC — reported RAUM up 51% ($67.4M -> $101.9M). IAPD ↗
65
MULHOLLAND WEALTH ADVISORS, LLC — reported RAUM up 36% ($316.4M -> $430.5M). IAPD ↗
65
RUBEY & RUST CAPITAL MANAGEMENT, LLC — reported RAUM up 37% ($236.2M -> $323.6M). IAPD ↗
65
PROSPERITY ADVISERS, LLC — reported RAUM up 38% ($181.8M -> $250.8M). IAPD ↗
65
STEWARD PARTNERS INVESTMENT ADVISORY, LLC — reported RAUM up 26% ($12.17B -> $15.39B). IAPD ↗
65
CONTINUUM ADVISORY, LLC — reported RAUM up 27% ($1.02B -> $1.29B). IAPD ↗
65
SAGESPRING WEALTH PARTNERS — reported RAUM up 29% ($4.28B -> $5.50B). IAPD ↗
65
WESTERN WEALTH MANAGEMENT LLC — reported RAUM up 26% ($2.59B -> $3.25B). IAPD ↗
65
NICOLET WEALTH MANAGEMENT — reported RAUM up 25% ($2.93B -> $3.67B). IAPD ↗
65
QUATTRO FINANCIAL ADVISORS — reported RAUM up 25% ($1.04B -> $1.30B). IAPD ↗
65
JFG WEALTH MANAGEMENT, LLC — reported RAUM up 39% ($648.3M -> $901.0M). IAPD ↗
65
STRATA WEALTH ADVISORS, LLC — reported RAUM up 38% ($576.2M -> $795.5M). IAPD ↗
65
FINANCIAL SERVICES OF AMERICA ADVISORS — reported RAUM up 36% ($214.4M -> $292.1M). IAPD ↗
65
VIDENT ASSET MANAGEMENT — reported RAUM up 27% ($7.07B -> $8.99B). IAPD ↗
65
PLAN A WEALTH, LLC — reported RAUM up 40% ($233.6M -> $326.9M). IAPD ↗
65
PROCYON ADVISORS, LLC — reported RAUM up 27% ($4.94B -> $6.28B). IAPD ↗
65
FIDELITY PERSONAL AND WORKPLACE ADVISORS — reported RAUM up 25% ($652.55B -> $818.78B). IAPD ↗
65
SHEPHERD FINANCIAL INVESTMENT ADVISORY LLC — reported RAUM up 26% ($3.18B -> $4.02B). IAPD ↗
65
SGROI WEALTH ADVISORY GROUP LLC — reported RAUM up 36% ($691.6M -> $939.0M). IAPD ↗
65
AMERICAN CENTURY INVESTMENTS PRIVATE CLIENT GROUP, INC. — reported RAUM up 25% ($1.49B -> $1.87B). IAPD ↗
65
CAPITA FINANCIAL NETWORK, LLC — reported RAUM up 26% ($1.16B -> $1.46B). IAPD ↗
65
BROOKLYN FI, LLC — reported RAUM up 51% ($151.1M -> $227.5M). IAPD ↗
65
PINE RIDGE ADVISERS LLC — reported RAUM up 30% ($2.66B -> $3.45B). IAPD ↗
65
RESONANT CAPITAL ADVISORS, LLC — reported RAUM up 30% ($1.35B -> $1.75B). IAPD ↗
65
WICK CAPITAL PARTNERS, LLC — reported RAUM up 35% ($317.7M -> $430.4M). IAPD ↗
65
KDK PRIVATE WEALTH MANAGEMENT — reported RAUM up 38% ($260.9M -> $359.8M). IAPD ↗
65
AMERICANA PARTNERS, LLC — reported RAUM up 29% ($3.83B -> $4.95B). IAPD ↗
65
IEQ CAPITAL, LLC — reported RAUM up 27% ($18.54B -> $23.58B). IAPD ↗
65
BIRCHCREEK WEALTH MANAGEMENT, LLC — reported RAUM up 40% ($199.6M -> $279.3M). IAPD ↗
65
GREENBRIDGE PARTNERS LLC — reported RAUM up 55% ($115.4M -> $178.7M). IAPD ↗
65
PARCION PRIVATE WEALTH LLC — reported RAUM up 26% ($1.75B -> $2.19B). IAPD ↗
65
TRUWEALTH ADVISORS, LLC — reported RAUM up 26% ($1.67B -> $2.11B). IAPD ↗
65
LIGHTHOUSE WEALTH MANAGEMENT, LLC — reported RAUM up 50% ($103.0M -> $155.0M). IAPD ↗
65
TCG ADVISORS, LLC A HUB INTERNATIONAL COMPANY — reported RAUM up 27% ($5.77B -> $7.32B). IAPD ↗
65
FORTIS CAPITAL ADVISORS, LLC — reported RAUM up 35% ($245.3M -> $331.8M). IAPD ↗
65
OPTIMA CAPITAL LLC — reported RAUM up 54% ($161.1M -> $247.7M). IAPD ↗
65
WHEELHOUSE ADVISORY GROUP, LLC — reported RAUM up 50% ($120.5M -> $180.9M). IAPD ↗
65
ALLIANCE WEALTH ADVISORS, LLC — reported RAUM up 36% ($270.9M -> $368.8M). IAPD ↗
65
HARA CAPITAL LLC — reported RAUM up 50% ($116.5M -> $174.8M). IAPD ↗
65
FORTRESS FINANCIAL GROUP, LLC — reported RAUM up 40% ($179.4M -> $250.8M). IAPD ↗
65
INTERGY PRIVATE WEALTH, LLC — reported RAUM up 36% ($286.4M -> $390.6M). IAPD ↗
65
GDS WEALTH MANAGEMENT — reported RAUM up 39% ($643.8M -> $891.7M). IAPD ↗
65
OPTIMIZE FINANCIAL INC. — reported RAUM up 50% ($101.4M -> $152.5M). IAPD ↗
65
RAGA PARTNERS LP — reported RAUM up 25% ($1.38B -> $1.73B). IAPD ↗
65
STRATEGIC ADVOCATES, LLC — reported RAUM up 36% ($267.0M -> $363.5M). IAPD ↗
65
STEVENS CAPITAL PARTNERS — reported RAUM up 36% ($207.1M -> $282.2M). IAPD ↗
65
WEALTH BENEFIT ADVISORS, LLC — reported RAUM up 37% ($190.7M -> $262.0M). IAPD ↗
65
LEGACY SOLUTIONS, LLC — reported RAUM up 53% ($107.4M -> $163.9M). IAPD ↗
65
SP ASSET MANAGEMENT LLC — reported RAUM up 30% ($1.07B -> $1.39B). IAPD ↗
65
FAMILY WEALTH PLANNING PARTNERS — reported RAUM up 53% ($142.3M -> $217.8M). IAPD ↗
65
PETROS FAMILY WEALTH, LLC — reported RAUM up 54% ($150.5M -> $231.4M). IAPD ↗
65
LEGACY FINANCIAL INDEPENDENT ADVISORS LLC — reported RAUM up 40% ($306.5M -> $428.4M). IAPD ↗
65
BLUESTEM WEALTH PARTNERS, LLC — reported RAUM up 37% ($592.9M -> $811.0M). IAPD ↗
65
NDURE GLOBAL LLC — reported RAUM up 50% ($122.1M -> $183.2M). IAPD ↗
65
MONEY CONCEPTS ADVISORY SERVICE — began participating in a wrap-fee program. IAPD ↗
65
SANTANDER SECURITIES — began participating in a wrap-fee program. IAPD ↗
65
NISA INVESTMENT ADVISORS, LLC — began participating in a wrap-fee program. IAPD ↗
65
SEQUOIA FINANCIAL GROUP, L.L.C. — began participating in a wrap-fee program. IAPD ↗
65
KEEL POINT, LLC — began participating in a wrap-fee program. IAPD ↗
65
FOLGER NOLAN FLEMING DOUGLAS CAPITAL MANAGEMENT, INC. — began participating in a wrap-fee program. IAPD ↗
65
NEW FRONTIER ADVISORS, LLC — began participating in a wrap-fee program. IAPD ↗
65
LYRICAL ASSET MANAGEMENT LP — began participating in a wrap-fee program. IAPD ↗
65
BTG PACTUAL ASSET MANAGEMENT US , LLC — began participating in a wrap-fee program. IAPD ↗
65
SPIDERROCK ADVISORS, LLC — began participating in a wrap-fee program. IAPD ↗
65
VESTMARK ADVISORY SOLUTIONS, INC. — began participating in a wrap-fee program. IAPD ↗
65
FIRST MANHATTAN CO. LLC — began participating in a wrap-fee program. IAPD ↗
64
MEANS WEALTH MANAGEMENT — reported RAUM up 31% ($743.8M -> $977.0M). IAPD ↗
64
WILLIAM HOWARD & CO. FINANCIAL ADVISORS, INC. — reported RAUM up 31% ($222.0M -> $290.3M). IAPD ↗
64
FINANCIAL CONSULATE — reported RAUM up 33% ($590.0M -> $782.3M). IAPD ↗
64
BUILDER INVESTMENT GROUP — reported RAUM up 31% ($580.3M -> $758.8M). IAPD ↗
64
J. L. BAINBRIDGE & CO., INC. — reported RAUM up 30% ($740.3M -> $963.5M). IAPD ↗
64
VAWTER FINANCIAL LTD — reported RAUM up 32% ($204.3M -> $268.9M). IAPD ↗
64
HURLEY FINANCIAL GROUP, INC. — reported RAUM up 30% ($231.3M -> $301.6M). IAPD ↗
64
STEGINSKY CAPITAL LLC — reported RAUM up 34% ($277.1M -> $369.9M). IAPD ↗
64
VALICENTI ADVISORY SERVICES INC — reported RAUM up 31% ($502.3M -> $660.4M). IAPD ↗
64
IRON GATE GLOBAL ADVISORS — reported RAUM up 34% ($542.7M -> $725.2M). IAPD ↗
64
MILLENNIUM ADVISORY SERVICES, INC. — reported RAUM up 33% ($530.1M -> $707.5M). IAPD ↗
64
VISTA INVESTMENT MANAGEMENT, LLC — reported RAUM up 32% ($207.7M -> $273.7M). IAPD ↗
64
NORTHSTAR FINANCIAL COMPANIES, INC. — reported RAUM up 35% ($211.0M -> $284.6M). IAPD ↗
64
SAXONY CAPITAL MANAGEMENT, LLC — reported RAUM up 47% ($163.1M -> $239.3M). IAPD ↗
64
WISER WEALTH MANAGEMENT, INC — reported RAUM up 32% ($233.3M -> $307.9M). IAPD ↗
64
CAPITAL PRESERVATION PARTNERS, INC. — reported RAUM up 34% ($195.8M -> $262.2M). IAPD ↗
64
CONFIDENCE WEALTH MANAGEMENT, LLC — reported RAUM up 35% ($198.1M -> $267.1M). IAPD ↗
64
SEVEN SPRINGS WEALTH GROUP — reported RAUM up 33% ($575.5M -> $765.1M). IAPD ↗
64
INVESTMENT INSIGHT WEALTH MANAGEMENT, LLC — reported RAUM up 48% ($80.9M -> $119.7M). IAPD ↗
64
GOODWIN INVESTMENT ADVISORY — reported RAUM up 35% ($197.0M -> $265.9M). IAPD ↗
64
PROSTATIS FINANCIAL ADVISORS GROUP — reported RAUM up 30% ($310.9M -> $405.0M). IAPD ↗
64
CAPITAL TRUST ADVISORS — reported RAUM up 31% ($251.7M -> $330.0M). IAPD ↗
64
FULLEN FINANCIAL GROUP, INC. — reported RAUM up 33% ($211.5M -> $282.0M). IAPD ↗
64
SHARPER & GRANITE LLC — reported RAUM up 34% ($224.4M -> $299.9M). IAPD ↗
64
BROADLEAF PARTNERS, LLC — reported RAUM up 33% ($309.7M -> $410.6M). IAPD ↗
64
5TH STREET ADVISORS, LLC — reported RAUM up 34% ($345.8M -> $462.6M). IAPD ↗
64
HAVEN PRIVATE — reported RAUM up 33% ($250.0M -> $332.5M). IAPD ↗
64
VANCEGRAY WEALTH MANAGEMENT, INC. — reported RAUM up 30% ($252.6M -> $328.8M). IAPD ↗
64
CARPENTER, CLAYDON ADVISORS, INC. — reported RAUM up 31% ($210.0M -> $275.8M). IAPD ↗
64
NEWPORT CAPITAL GROUP, LLC — reported RAUM up 31% ($250.3M -> $326.8M). IAPD ↗
64
LJI WEALTH MANAGEMENT, LLC — reported RAUM up 32% ($647.2M -> $853.2M). IAPD ↗
64
PORTFOLIO MEDICS, LLC — reported RAUM up 30% ($383.0M -> $499.6M). IAPD ↗
64
BLUESTONE® FINANCIAL ADVISORS, LLC — reported RAUM up 46% ($100.3M -> $146.4M). IAPD ↗
64
UNITED ADVISORS AMERICA — reported RAUM up 34% ($193.7M -> $260.2M). IAPD ↗
64
BRIDGE CITY CAPITAL, LLC — reported RAUM up 32% ($202.8M -> $267.2M). IAPD ↗
64
STRAIGHT PATH WEALTH MANAGEMENT — reported RAUM up 34% ($203.2M -> $272.1M). IAPD ↗
64
FINANCIAL ADVISORS NETWORK, INC. — reported RAUM up 30% ($613.9M -> $799.1M). IAPD ↗
64
SANDY COVE ADVISORS, LLC — reported RAUM up 34% ($362.7M -> $486.4M). IAPD ↗
64
ASPIRE PRIVATE CAPITAL — reported RAUM up 31% ($296.2M -> $388.3M). IAPD ↗
64
FUSION CAPITAL, LLC — reported RAUM up 31% ($273.7M -> $359.7M). IAPD ↗
64
OBJECTIVE CAPITAL MANAGEMENT, LLC — reported RAUM up 30% ($293.0M -> $381.7M). IAPD ↗
64
TOMPKINS & CO. — reported RAUM up 35% ($236.0M -> $318.0M). IAPD ↗
64
HOBBS GROUP ADVISORS LLC — reported RAUM up 34% ($291.0M -> $390.1M). IAPD ↗
64
BRS FINANCIAL LLC — reported RAUM up 47% ($135.9M -> $200.3M). IAPD ↗
64
"TATE ASSET MANAGEMENT" AND "DCO WEALTH MANAGEMENT" — reported RAUM up 33% ($206.8M -> $274.1M). IAPD ↗
64
OAKWELL PRIVATE WEALTH MANAGEMENT — reported RAUM up 32% ($311.2M -> $411.8M). IAPD ↗
64
TITAN RETIREMENT ADVISORS LLC — reported RAUM up 31% ($275.0M -> $360.0M). IAPD ↗
64
ALJIAN CAPITAL MANAGEMENT — reported RAUM up 35% ($331.9M -> $446.4M). IAPD ↗
64
PRACTICECFO INVESTMENTS — reported RAUM up 34% ($195.6M -> $262.2M). IAPD ↗
64
BLACK MAPLE CAPITAL MANAGEMENT LP — reported RAUM up 31% ($203.8M -> $266.5M). IAPD ↗
64
BENTLEY FINANCIAL GROUP — reported RAUM up 49% ($161.0M -> $240.0M). IAPD ↗
64
MATHIS WEALTH MANAGEMENT — reported RAUM up 46% ($109.7M -> $160.0M). IAPD ↗
64
OAK HARVEST INVESTMENT SERVICES — reported RAUM up 31% ($555.0M -> $728.8M). IAPD ↗
64
LONG ISLAND WEALTH MANAGEMENT, INC. — reported RAUM up 49% ($145.5M -> $217.4M). IAPD ↗
64
WARREN STREET WEALTH ADVISORS, LLC — reported RAUM up 30% ($274.6M -> $357.8M). IAPD ↗
64
WILLIAM JOSEPH CAPITAL MANAGEMENT, INC. — reported RAUM up 34% ($201.3M -> $270.2M). IAPD ↗
64
WEALTHCOLLAB — reported RAUM up 45% ($130.2M -> $189.3M). IAPD ↗
64
CULTIVATING WEALTH — reported RAUM up 49% ($88.1M -> $131.2M). IAPD ↗
64
ELEMENT POINTE FAMILY OFFICE — reported RAUM up 31% ($636.7M -> $836.9M). IAPD ↗
64
ARES FINANCIAL CONSULTING LLC — reported RAUM up 50% ($124.2M -> $185.9M). IAPD ↗
64
ALPHA CAPITAL MANAGEMENT GROUP LLC — reported RAUM up 34% ($314.8M -> $421.9M). IAPD ↗
64
RIDGEVIEW ASSET MANAGEMENT PARTNERS, LLC — reported RAUM up 31% ($208.9M -> $272.9M). IAPD ↗
64
SGH WEALTH MANAGEMENT — reported RAUM up 31% ($269.4M -> $354.2M). IAPD ↗
64
TTP INVESTMENTS, INC. — reported RAUM up 34% ($301.5M -> $405.5M). IAPD ↗
64
RPATA, LLC — reported RAUM up 49% ($39.0M -> $58.0M). IAPD ↗
64
ALPINE PRIVATE WEALTH — reported RAUM up 31% ($749.7M -> $978.5M). IAPD ↗
64
MANDARINFISH MANAGEMENT, LLC — reported RAUM up 30% ($231.8M -> $301.5M). IAPD ↗
64
CODE WAECHTER LLC — reported RAUM up 33% ($210.3M -> $279.2M). IAPD ↗
64
BRAVIAS CAPITAL GROUP, LLC — reported RAUM up 45% ($117.4M -> $170.4M). IAPD ↗
64
OPAL WEALTH ADVISORS, LLC — reported RAUM up 30% ($633.1M -> $825.9M). IAPD ↗
64
ERGAWEALTH ADVISORS, INC. — reported RAUM up 32% ($200.6M -> $265.1M). IAPD ↗
64
CREDICORP CAPITAL ADVISORS LLC — reported RAUM up 35% ($516.4M -> $694.6M). IAPD ↗
64
VESTIA PERSONAL WEALTH ADVISORS — reported RAUM up 30% ($514.0M -> $668.4M). IAPD ↗
64
TRG ADVISORS, INC. — reported RAUM up 33% ($317.7M -> $421.3M). IAPD ↗
64
CROAK CAPITAL — reported RAUM up 49% ($142.9M -> $213.1M). IAPD ↗
64
MACH-1 FINANCIAL GROUP, LLC — reported RAUM up 31% ($270.6M -> $354.4M). IAPD ↗
64
VIRTUS FAMILY OFFICE — reported RAUM up 34% ($344.7M -> $460.3M). IAPD ↗
64
BLUE ROCK FINANCIAL GROUP — reported RAUM up 32% ($207.3M -> $274.3M). IAPD ↗
64
NEW AGE ALPHA ADVISORS, LLC — reported RAUM up 49% ($131.4M -> $195.9M). IAPD ↗
64
VIENNA ASSET MANAGEMENT LLC — reported RAUM up 48% ($137.6M -> $204.0M). IAPD ↗
64
RM PRIVATE WEALTH MANAGEMENT — reported RAUM up 49% ($147.8M -> $219.8M). IAPD ↗
64
TURNING POINT FINANCIAL — reported RAUM up 30% ($238.2M -> $310.0M). IAPD ↗
64
QUILITY FINANCIAL ADVISORS — reported RAUM up 48% ($30.0M -> $44.5M). IAPD ↗
64
SYNERGY FINANCIAL PARTNERS, LLC — reported RAUM up 49% ($148.9M -> $221.7M). IAPD ↗
64
FERMATA ADVISORS — reported RAUM up 33% ($733.8M -> $973.8M). IAPD ↗
64
BR WEALTH MANAGEMENT — reported RAUM up 31% ($197.1M -> $259.0M). IAPD ↗
64
TRIAGEN WEALTH MANAGEMENT LLC — reported RAUM up 30% ($288.1M -> $375.0M). IAPD ↗
64
CAPSHIFT ADVISORS — reported RAUM up 31% ($276.2M -> $363.1M). IAPD ↗
64
CARBON COLLECTIVE INVESTING, LLC — reported RAUM up 47% ($83.5M -> $122.9M). IAPD ↗
64
THE CLARUS GROUP — reported RAUM up 33% ($600.1M -> $798.0M). IAPD ↗
64
VENATOR MANAGEMENT LLC — reported RAUM up 31% ($281.5M -> $367.7M). IAPD ↗
64
ABICH FINANCIAL WEALTH MANAGEMENT, LLC — reported RAUM up 50% ($100.3M -> $150.1M). IAPD ↗
64
CARROLL INVESTORS, INC. — reported RAUM up 46% ($102.9M -> $150.4M). IAPD ↗
64
REDWOOD PRIVATE WEALTH — reported RAUM up 31% ($204.3M -> $267.6M). IAPD ↗
64
HILL ISLAND FINANCIAL LLC — reported RAUM up 35% ($331.6M -> $446.6M). IAPD ↗
64
HORIZON FAMILY WEALTH, INC. — reported RAUM up 47% ($150.2M -> $220.7M). IAPD ↗
64
AMERICAN FUNDSTARS — reported RAUM up 48% ($119.3M -> $177.1M). IAPD ↗
64
EATON FINANCIAL GROUP — reported RAUM up 34% ($322.4M -> $432.8M). IAPD ↗
64
25 FINANCIAL — reported RAUM up 34% ($304.7M -> $408.5M). IAPD ↗
64
HIBERNIA WEALTH PARTNERS, LLC — reported RAUM up 32% ($219.2M -> $289.0M). IAPD ↗
64
FIDELIS CAPITAL — reported RAUM up 32% ($697.3M -> $917.2M). IAPD ↗
64
OCTOGONE NA — reported RAUM up 31% ($288.6M -> $378.6M). IAPD ↗
64
RAI WEALTH — reported RAUM up 35% ($242.3M -> $326.1M). IAPD ↗
63
UAS ASSET MANAGEMENT — reported RAUM up 27% ($324.9M -> $413.9M). IAPD ↗
63
CASCADE INVESTMENT GROUP, INC. — reported RAUM up 27% ($268.5M -> $341.9M). IAPD ↗
63
CHARTER CAPITAL MANAGEMENT, INC — reported RAUM up 26% ($283.2M -> $355.9M). IAPD ↗
63
THOMAS WRIGHT ASSET MANAGEMENT, INC. — reported RAUM up 28% ($230.9M -> $295.4M). IAPD ↗
63
TRUSTMONT ADVISORY GROUP, INC. — reported RAUM up 27% ($722.8M -> $919.4M). IAPD ↗
63
ELDRIDGE INVESTMENT ADVISORS INC — reported RAUM up 26% ($585.2M -> $735.3M). IAPD ↗
63
INTRACK INVESTMENT MANAGEMENT, INC. — reported RAUM up 27% ($207.3M -> $264.2M). IAPD ↗
63
CORNERSTONE WEALTH MANAGEMENT — reported RAUM up 28% ($329.9M -> $421.0M). IAPD ↗
63
REGENCY INVESTMENT ADVISORS INC — reported RAUM up 29% ($678.9M -> $877.3M). IAPD ↗
63
OAK RIDGE INVESTMENTS, LLC — reported RAUM up 27% ($708.4M -> $899.9M). IAPD ↗
63
NAVELLIER & ASSOCIATES INC — reported RAUM up 27% ($661.2M -> $840.1M). IAPD ↗
63
PERRYMAN FINANCIAL ADVISORY, INC. — reported RAUM up 29% ($520.9M -> $670.3M). IAPD ↗
63
LEGEND FINANCIAL ADVISORS INC — reported RAUM up 25% ($246.6M -> $308.5M). IAPD ↗
63
ARDENT CAPITAL MANAGEMENT, INC. — reported RAUM up 26% ($234.2M -> $294.0M). IAPD ↗
63
INTREPID CAPITAL MANAGEMENT INC — reported RAUM up 29% ($590.2M -> $762.5M). IAPD ↗
63
FINANCIAL INSIGHTS — reported RAUM up 27% ($621.1M -> $789.1M). IAPD ↗
63
FLC CAPITAL ADVISORS — reported RAUM up 25% ($519.0M -> $651.1M). IAPD ↗
63
IMA WEALTH — reported RAUM up 26% ($721.3M -> $911.6M). IAPD ↗
63
STUART CHAUSSÉE & ASSOCIATES, INC. — reported RAUM up 27% ($286.0M -> $363.6M). IAPD ↗
63
WHITE ROCK CAPITAL — reported RAUM up 43% ($68.2M -> $97.3M). IAPD ↗
63
PROFESSIONAL FINANCIAL SOLUTIONS, LLC — reported RAUM up 25% ($228.7M -> $286.1M). IAPD ↗
63
CAPITAL CITIES INVESTMENTS — reported RAUM up 28% ($211.7M -> $270.5M). IAPD ↗
63
THE CAPITAL CHART ROOM, LTD — reported RAUM up 30% ($260.8M -> $338.7M). IAPD ↗
63
UHLMANN INVESTMENT MANAGEMENT, L.L.C. — reported RAUM up 45% ($163.8M -> $237.1M). IAPD ↗
63
FINANCIAL FREEDOM — reported RAUM up 27% ($309.2M -> $391.6M). IAPD ↗
63
RESOURCE FINANCIAL GROUP, LTD. — reported RAUM up 28% ($363.8M -> $464.1M). IAPD ↗
63
OJM GROUP, LLC — reported RAUM up 26% ($571.8M -> $721.7M). IAPD ↗
63
PLANNING DIRECTIONS, INC. — reported RAUM up 26% ($334.4M -> $422.8M). IAPD ↗
63
PRIVATE CLIENT SERVICES, LLC — reported RAUM up 28% ($663.1M -> $845.8M). IAPD ↗
63
PREMIER WEALTH ADVISORS, LLC — reported RAUM up 26% ($343.3M -> $431.8M). IAPD ↗
63
LIGHTHOUSE FINANCIAL ADVISORS, INC. — reported RAUM up 26% ($567.4M -> $713.8M). IAPD ↗
63
PILLAR FINANCIAL ADVISORS, LLC — reported RAUM up 28% ($229.1M -> $293.8M). IAPD ↗
63
ALPHA FINANCIAL ADVISORS, LLC — reported RAUM up 26% ($353.6M -> $444.1M). IAPD ↗
63
MPS-LORIA FINANCIAL PLANNERS,LLC — reported RAUM up 27% ($544.1M -> $692.3M). IAPD ↗
63
HELLER WEALTH MANAGEMENT — reported RAUM up 26% ($301.5M -> $381.0M). IAPD ↗
63
SPECTRUM FINANCIAL ALLIANCE, LTD., L.L.C. — reported RAUM up 28% ($227.9M -> $292.8M). IAPD ↗
63
PRIVATE CAPITAL ADVISORS, INC. — reported RAUM up 29% ($614.4M -> $793.9M). IAPD ↗
63
HIGHLAND FINANCIAL ADVISORS, LLC — reported RAUM up 29% ($332.9M -> $430.4M). IAPD ↗
63
GOLDSTEIN CAPITAL CORP. — reported RAUM up 27% ($263.6M -> $333.7M). IAPD ↗
63
DCM ADVISORS, LLC — reported RAUM up 29% ($271.2M -> $349.8M). IAPD ↗
63
SEASCAPE CAPITAL MANAGEMENT,LLC — reported RAUM up 25% ($281.5M -> $353.1M). IAPD ↗
63
THE INSTITUTE — reported RAUM up 27% ($731.8M -> $926.9M). IAPD ↗
63
KCD FINANCIAL, INC. — reported RAUM up 41% ($123.8M -> $175.1M). IAPD ↗
63
MEZZASALMA ADVISORS — reported RAUM up 43% ($161.0M -> $231.0M). IAPD ↗
63
HOMAN WEALTH ADVISORS, LLC — reported RAUM up 27% ($214.1M -> $271.1M). IAPD ↗
63
DEAN FINANCIAL SERVICES — reported RAUM up 29% ($206.5M -> $266.8M). IAPD ↗
63
WEALTHCREST FINANCIAL SERVICES, LLC — reported RAUM up 26% ($295.3M -> $371.9M). IAPD ↗
63
STERLING WEALTH MANAGEMENT, INC. — reported RAUM up 27% ($283.0M -> $360.6M). IAPD ↗
63
SILVERLEAFE CAPITAL PARTNERS, LLC — reported RAUM up 30% ($311.2M -> $403.4M). IAPD ↗
63
CONWAY CAPITAL MANAGEMENT, INC. — reported RAUM up 43% ($130.1M -> $186.0M). IAPD ↗
63
BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC — reported RAUM up 25% ($534.9M -> $670.7M). IAPD ↗
63
GENERATIONAL WEALTH ADVISORS — reported RAUM up 30% ($282.6M -> $366.0M). IAPD ↗
63
CEERA INVESTMENTS, LLC — reported RAUM up 30% ($252.6M -> $328.4M). IAPD ↗
63
DASH INVESTMENTS — reported RAUM up 25% ($341.6M -> $427.1M). IAPD ↗
63
SOCIUS FAMILY OFFICE, LLC — reported RAUM up 26% ($728.2M -> $915.0M). IAPD ↗
63
LOGIC CAPITAL MANAGEMENT, LLC — reported RAUM up 29% ($227.3M -> $294.1M). IAPD ↗
63
DAI WEALTH, LLC — reported RAUM up 41% ($108.0M -> $152.5M). IAPD ↗
63
COASTWISE CAPITAL GROUP, LLC — reported RAUM up 41% ($116.4M -> $164.3M). IAPD ↗
63
VERIPAX WEALTH MANAGEMENT, INC. — reported RAUM up 26% ($230.5M -> $289.7M). IAPD ↗
63
PEACHTREE WEALTH ADVISORS, INC — reported RAUM up 28% ($215.3M -> $275.6M). IAPD ↗
63
ALPENGLOBAL CAPITAL, LLC — reported RAUM up 44% ($91.5M -> $132.2M). IAPD ↗
63
CONCORDE ASSET MANAGEMENT, LLC — reported RAUM up 29% ($305.7M -> $395.1M). IAPD ↗
63
JACOBSON & SCHMITT ADVISORS, LLC — reported RAUM up 27% ($364.4M -> $461.2M). IAPD ↗
63
J.J. BURNS & COMPANY — reported RAUM up 26% ($700.3M -> $885.3M). IAPD ↗
63
MERIT FINANCIAL PARTNERS LLC — reported RAUM up 28% ($200.8M -> $257.1M). IAPD ↗
63
STARFOX FINANCIAL SERVICES, LLC — reported RAUM up 30% ($195.3M -> $252.9M). IAPD ↗
63
STEWART WEALTH MANAGEMENT, INC. — reported RAUM up 27% ($344.3M -> $438.1M). IAPD ↗
63
CYPRESS POINT WEALTH MANAGEMENT, LLC — reported RAUM up 30% ($615.9M -> $797.7M). IAPD ↗
63
BLACK DIAMOND FINANCIAL, LLC — reported RAUM up 28% ($545.9M -> $701.4M). IAPD ↗
63
MCILRATH & ECK, LLC — reported RAUM up 29% ($649.4M -> $839.6M). IAPD ↗
63
SAFEGUARD INVESTMENT ADVISORY GROUP, LLC — reported RAUM up 29% ($352.7M -> $454.6M). IAPD ↗
63
ALTERNA WEALTH MANAGEMENT, INC. — reported RAUM up 29% ($666.2M -> $861.0M). IAPD ↗
63
FAMILY FIDUCIARY SERVICES, INC. — reported RAUM up 41% ($123.5M -> $174.7M). IAPD ↗
63
LIGHTHOUSE RETIREMENT — reported RAUM up 44% ($96.6M -> $139.0M). IAPD ↗
63
NIXON CAPITAL LLC — reported RAUM up 29% ($199.0M -> $256.3M). IAPD ↗
63
THE ETF STORE, INC. — reported RAUM up 27% ($205.1M -> $259.6M). IAPD ↗
63
OLD WEST INVESTMENT MANAGEMENT, LLC — reported RAUM up 26% ($319.6M -> $401.9M). IAPD ↗
63
OLD NORTH STATE WEALTH MANAGEMENT, LLC — reported RAUM up 26% ($265.9M -> $335.2M). IAPD ↗
63
MCGLONE SUTTNER WEALTH MANAGEMENT, INC. — reported RAUM up 26% ($549.1M -> $689.1M). IAPD ↗
63
GIVERNY CAPITAL ADVISORS — reported RAUM up 27% ($258.2M -> $329.1M). IAPD ↗
63
FOUNTAINHEAD FINANCIAL, LLC — reported RAUM up 30% ($264.3M -> $342.6M). IAPD ↗
63
IRONWOOD FINANCIAL, LLC — reported RAUM up 25% ($364.2M -> $456.5M). IAPD ↗
63
ANDINA FAMILY OFFICES — reported RAUM up 26% ($642.1M -> $808.5M). IAPD ↗
63
ACUMEN FINANCIAL ADVISORS, LLC — reported RAUM up 27% ($306.1M -> $390.1M). IAPD ↗
63
SOUTHLAND EQUITY PARTNERS, LLC. — reported RAUM up 26% ($505.1M -> $636.4M). IAPD ↗
63
WESTSIDE INVESTMENT MANAGEMENT, LLC — reported RAUM up 29% ($511.5M -> $659.4M). IAPD ↗
63
JT STRATFORD, LLC — reported RAUM up 26% ($510.6M -> $644.9M). IAPD ↗
63
BEACON CAPITAL MANAGEMENT, LLC — reported RAUM up 28% ($673.1M -> $859.2M). IAPD ↗
63
BLUESTONE CAPITAL MANAGEMENT, LLC — reported RAUM up 25% ($224.7M -> $281.0M). IAPD ↗
63
BENCHMARK INVESTMENT ADVISORS LLC — reported RAUM up 28% ($211.0M -> $270.2M). IAPD ↗
63
PARSONEX ADVISORY SERVICES, INC. — reported RAUM up 43% ($106.1M -> $151.6M). IAPD ↗
63
IRON HORSE WEALTH MANAGEMENT, LLC — reported RAUM up 27% ($336.8M -> $426.3M). IAPD ↗
63
FIRST ADVISORS NATIONAL, LLC — reported RAUM up 28% ($350.4M -> $448.3M). IAPD ↗
63
THE PILLAR STRATEGIES — reported RAUM up 44% ($92.7M -> $133.3M). IAPD ↗
63
ARAGON CAPITAL LLC — reported RAUM up 41% ($148.9M -> $209.9M). IAPD ↗
63
HD MONEY, INC. — reported RAUM up 41% ($160.0M -> $225.9M). IAPD ↗
63
STERLING RETIREMENT GROUP OF SACRAMENTO — reported RAUM up 44% ($112.0M -> $161.0M). IAPD ↗
63
IBEX WEALTH ADVISORS, LLC — reported RAUM up 28% ($554.8M -> $709.7M). IAPD ↗
63
KERBERROSE WEALTH MANAGEMENT, LLC — reported RAUM up 27% ($592.8M -> $752.3M). IAPD ↗
63
TROXELL FINANCIAL — reported RAUM up 26% ($665.9M -> $840.9M). IAPD ↗
63
FOURTHSTONE LLC — reported RAUM up 25% ($614.4M -> $768.8M). IAPD ↗
63
SECURE FINANCIAL MANAGEMENT — reported RAUM up 27% ($220.9M -> $281.4M). IAPD ↗
63
SUMMIT GROUP RETIREMENT PLANNERS, INC. — reported RAUM up 26% ($206.0M -> $259.6M). IAPD ↗
63
FLOURISH WEALTH MANAGEMENT INC. — reported RAUM up 27% ($258.9M -> $327.8M). IAPD ↗
63
ATLANTIC FAMILY WEALTH, LLC — reported RAUM up 40% ($135.1M -> $189.8M). IAPD ↗
63
MFA WEALTH ADVISORS, LLC — reported RAUM up 26% ($379.1M -> $479.3M). IAPD ↗
63
MADISON PARK CAPITAL ADVISORS, LLC — reported RAUM up 26% ($206.0M -> $259.4M). IAPD ↗
63
SAGE PRIVATE WEALTH GROUP, LLC — reported RAUM up 27% ($286.4M -> $364.4M). IAPD ↗
63
NAVIGATE WEALTH MANAGEMENT, LLC — reported RAUM up 30% ($226.6M -> $294.5M). IAPD ↗
63
TUCKER ASSET MANAGEMENT LLC — reported RAUM up 29% ($369.4M -> $476.5M). IAPD ↗
63
NATIONAL WEALTH MANAGEMENT GROUP, LLC — reported RAUM up 27% ($234.1M -> $296.9M). IAPD ↗
63
THE GLEASON GROUP, INC. — reported RAUM up 28% ($615.8M -> $785.4M). IAPD ↗
63
MOUNTAIN HILL INVESTMENT PARTNERS — reported RAUM up 28% ($268.2M -> $343.0M). IAPD ↗
63
CHEQUERS FINANCIAL MANAGEMENT LLC — reported RAUM up 26% ($642.9M -> $812.0M). IAPD ↗
63
BEACON FINANCIAL PLANNING, INC — reported RAUM up 28% ($244.4M -> $311.8M). IAPD ↗
63
DIVERSIFI CAPITAL LLC — reported RAUM up 27% ($226.5M -> $287.6M). IAPD ↗
63
SEASIDE WEALTH MANAGEMENT, INC. — reported RAUM up 27% ($223.8M -> $284.8M). IAPD ↗
63
KFA PRIVATE WEALTH GROUP, LLC — reported RAUM up 25% ($625.9M -> $784.5M). IAPD ↗
63
COMPTON WEALTH ADVISORY GROUP, LLC — reported RAUM up 26% ($506.6M -> $637.2M). IAPD ↗
63
GORDIAN WEALTH ADVISORS, LLC — reported RAUM up 27% ($270.9M -> $342.7M). IAPD ↗
63
POLARIS FINANCIAL, LLC — reported RAUM up 43% ($24.0M -> $34.4M). IAPD ↗
63
STANSBERRY ASSET MANAGEMENT, LLC — reported RAUM up 29% ($678.0M -> $875.5M). IAPD ↗
63
OLIO FINANCIAL PLANNING — reported RAUM up 28% ($321.4M -> $412.7M). IAPD ↗
63
ACUMEN WEALTH ADVISORS, LLC — reported RAUM up 26% ($338.5M -> $427.3M). IAPD ↗
63
NICHOLAS WEALTH MANAGEMENT — reported RAUM up 43% ($142.4M -> $203.1M). IAPD ↗
63
SWITCHPOINT FINANCIAL PLANNING LLC — reported RAUM up 45% ($156.9M -> $227.4M). IAPD ↗
63
GLEN EAGLE ADVISORS, LLC — reported RAUM up 25% ($569.7M -> $714.2M). IAPD ↗
63
17 CAPITAL PARTNERS, LLC — reported RAUM up 43% ($129.2M -> $184.8M). IAPD ↗
63
ARLINGTON FINANCIAL ADVISORS, LLC — reported RAUM up 28% ($740.7M -> $944.5M). IAPD ↗
63
LEGACY FINANCIAL STRATEGIES, LLC — reported RAUM up 27% ($508.7M -> $645.6M). IAPD ↗
63
LOKKEN INVESTMENT GROUP, LLC — reported RAUM up 28% ($235.8M -> $301.9M). IAPD ↗
63
CENTRAL FAMILY ADVISORS, LLC — reported RAUM up 29% ($332.1M -> $428.6M). IAPD ↗
63
WEALTH ADVISORS NW — reported RAUM up 29% ($204.7M -> $264.1M). IAPD ↗
63
TEMPUS WEALTH PLANNING, LLC — reported RAUM up 28% ($312.4M -> $400.5M). IAPD ↗
63
FLAGSTONE FINANCIAL MANAGEMENT, LLC — reported RAUM up 26% ($252.5M -> $318.0M). IAPD ↗
63
GLOBAL WEALTH MANAGEMENT INVESTMENT ADVISORY, INC. — reported RAUM up 27% ($331.4M -> $422.0M). IAPD ↗
63
REVOLVE WEALTH PARTNERS, LLC — reported RAUM up 27% ($657.3M -> $837.6M). IAPD ↗
63
INVICTA FINANCIAL GROUP — reported RAUM up 27% ($197.6M -> $251.0M). IAPD ↗
63
FIRST OAK WEALTH MANAGEMENT, LLC — reported RAUM up 28% ($197.2M -> $252.8M). IAPD ↗
63
FINANCIAL PARTNERS GROUP, INC. — reported RAUM up 26% ($682.0M -> $859.7M). IAPD ↗
63
PRACTICE FINANCIAL GROUP — reported RAUM up 27% ($232.9M -> $295.4M). IAPD ↗
63
SHADE TREE ADVISORS LLC — reported RAUM up 28% ($619.0M -> $794.7M). IAPD ↗
63
LIVELIFE CAPITAL PARTNERS LLC — reported RAUM up 29% ($220.0M -> $283.1M). IAPD ↗
63
ROYAL OAK FINANCIAL ADVISORS, LLC — reported RAUM up 30% ($192.7M -> $250.0M). IAPD ↗
63
FORTRESS PRIVATE LEDGER, LLC — reported RAUM up 42% ($141.7M -> $200.7M). IAPD ↗
63
MY LEGACY ADVISORS, LLC — reported RAUM up 25% ($298.5M -> $374.1M). IAPD ↗
63
MARTHA'S VINEYARD INVESTMENT ADVISORS, LLC — reported RAUM up 40% ($174.0M -> $244.3M). IAPD ↗
63
BRUTON CHISNELL ADVISORS, LLC — reported RAUM up 25% ($514.2M -> $644.5M). IAPD ↗
63
VINCERE WEALTH MANAGEMENT, LLC — reported RAUM up 42% ($43.8M -> $62.0M). IAPD ↗
63
SOUDERS FINANCIAL ADVISORS, LLC — reported RAUM up 28% ($697.1M -> $889.9M). IAPD ↗
63
OXINAS PARTNERS WEALTH MANAGEMENT — reported RAUM up 26% ($235.1M -> $297.0M). IAPD ↗
63
WEALTHSPAN PARTNERS, LLC — reported RAUM up 26% ($224.5M -> $282.5M). IAPD ↗
63
MERKLE RETIREMENT PLANNING — reported RAUM up 28% ($260.6M -> $334.8M). IAPD ↗
63
ASIO CAPITAL LLC — reported RAUM up 27% ($393.3M -> $499.6M). IAPD ↗
63
PHRACTION MANAGEMENT LLC — reported RAUM up 26% ($358.7M -> $451.0M). IAPD ↗
63
JOURNEY WEALTH MANAGEMENT — reported RAUM up 27% ($593.0M -> $750.7M). IAPD ↗
63
MATCH GRADE ADVISORS — reported RAUM up 30% ($214.9M -> $279.3M). IAPD ↗
63
MATTERN CAPITAL MANAGEMENT, LLC — reported RAUM up 27% ($722.4M -> $918.0M). IAPD ↗
63
SKYOAK WEALTH — reported RAUM up 27% ($391.8M -> $497.0M). IAPD ↗
63
COREPATH WEALTH PARTNERS LLC — reported RAUM up 27% ($274.0M -> $348.2M). IAPD ↗
63
ALAPOCAS INVESTMENT PARTNERS, INC. — reported RAUM up 43% ($135.2M -> $193.5M). IAPD ↗
63
HUDSON VALUE PARTNERS, LLC — reported RAUM up 26% ($334.6M -> $421.3M). IAPD ↗
63
ABSHER WEALTH MANAGEMENT, LLC — reported RAUM up 26% ($750.6M -> $944.3M). IAPD ↗
63
B.A. SCHROCK WEALTH MANAGEMENT — reported RAUM up 41% ($114.6M -> $162.1M). IAPD ↗
63
BLUE ZONE WEALTH ADVISORS, LLC — reported RAUM up 27% ($363.1M -> $462.3M). IAPD ↗
63
BURFORD BROTHERS, INC. — reported RAUM up 29% ($233.3M -> $300.4M). IAPD ↗
63
GETTINGS REED FINANCIAL — reported RAUM up 26% ($298.2M -> $376.2M). IAPD ↗
63
LANSING STREET ADVISORS — reported RAUM up 25% ($302.5M -> $378.9M). IAPD ↗
63
VISTA ADVISOR GROUP, LLC — reported RAUM up 41% ($147.7M -> $207.7M). IAPD ↗
63
AIRE ADVISORS, LLC — reported RAUM up 29% ($640.1M -> $827.4M). IAPD ↗
63
BRANDYWINE ASSET MANAGEMENT — reported RAUM up 42% ($115.0M -> $163.0M). IAPD ↗
63
ADAMSBROWN WEALTH CONSULTANTS LLC — reported RAUM up 29% ($503.9M -> $651.7M). IAPD ↗
63
OLDE WEALTH MANAGEMENT, LLC — reported RAUM up 26% ($226.4M -> $284.2M). IAPD ↗
63
SOCIAL INVESTMENT MANAGERS AND ADVISORS, LLC — reported RAUM up 41% ($64.2M -> $90.8M). IAPD ↗
63
RISE ADVISORS, LLC — reported RAUM up 25% ($200.0M -> $250.1M). IAPD ↗
63
LEVERTY FINANCIAL GROUP, LLC — reported RAUM up 28% ($377.1M -> $481.3M). IAPD ↗
63
PACK PRIVATE WEALTH, LLC — reported RAUM up 40% ($172.0M -> $241.2M). IAPD ↗
63
PACIFIC POINT ADVISORS, LLC — reported RAUM up 43% ($148.5M -> $212.2M). IAPD ↗
63
CERRO PACIFIC WEALTH ADVISORS, LLC — reported RAUM up 26% ($351.3M -> $441.4M). IAPD ↗
63
MY PROSPER TEAM — reported RAUM up 41% ($28.2M -> $39.7M). IAPD ↗
63
NAVIS WEALTH ADVISORS LLC — reported RAUM up 29% ($317.4M -> $409.7M). IAPD ↗
63
CAPITAL WEALTH INVESTMENTS — reported RAUM up 28% ($256.6M -> $328.3M). IAPD ↗
63
MOTIVE WEALTH ADVISORS, LLC — reported RAUM up 26% ($222.0M -> $278.9M). IAPD ↗
63
HARBOR ADVISORS — reported RAUM up 26% ($546.7M -> $690.2M). IAPD ↗
63
LANGLEY WEALTH MANAGEMENT, LLC — reported RAUM up 25% ($203.9M -> $255.8M). IAPD ↗
63
ALLEGIANCE FINANCIAL GROUP — reported RAUM up 27% ($328.6M -> $418.8M). IAPD ↗
63
NEXT LEVEL PRIVATE LLC — reported RAUM up 26% ($643.4M -> $810.7M). IAPD ↗
63
INSIGHT CAPITAL MANAGEMENT — reported RAUM up 28% ($220.6M -> $281.6M). IAPD ↗
63
POINTOAK RETIREMENT ADVISORS — reported RAUM up 26% ($215.5M -> $270.9M). IAPD ↗
63
STRONG TOWER ADVISORY SERVICES — reported RAUM up 25% ($341.4M -> $427.5M). IAPD ↗
63
BLACK TORO LLC — reported RAUM up 42% ($158.8M -> $226.1M). IAPD ↗
63
ENZI WEALTH — reported RAUM up 26% ($266.9M -> $337.0M). IAPD ↗
63
ARBOR PRIVATE WEALTH, LLC — reported RAUM up 43% ($106.3M -> $151.9M). IAPD ↗
63
FAMILY FINANCIAL — reported RAUM up 45% ($127.6M -> $184.9M). IAPD ↗
63
ATLAS FIDUCIARY SERVICES, INC. — reported RAUM up 28% ($197.9M -> $253.6M). IAPD ↗
63
CORE WEALTH PARTNERS LLC — reported RAUM up 27% ($224.2M -> $284.0M). IAPD ↗
63
ABLE FINANCIAL GROUP, LLC — reported RAUM up 30% ($360.4M -> $467.4M). IAPD ↗
63
MADDIX HOLDINGS — reported RAUM up 43% ($112.5M -> $160.5M). IAPD ↗
63
SORENSON IMPACT — reported RAUM up 41% ($159.4M -> $224.6M). IAPD ↗
63
CORNERSTONE FINANCIAL GROUP — reported RAUM up 43% ($102.9M -> $146.9M). IAPD ↗
63
SGROI WEALTH — reported RAUM up 41% ($65.1M -> $91.9M). IAPD ↗
63
OMNIA WEALTH MANAGEMENT LLC — reported RAUM up 42% ($142.8M -> $202.5M). IAPD ↗
63
CASCADE FINANCIAL PARTNERS, LLC — reported RAUM up 29% ($755.1M -> $973.9M). IAPD ↗
63
SPIREPOINT PRIVATE CLIENT, LLC — reported RAUM up 28% ($730.3M -> $934.1M). IAPD ↗
63
TEALWOOD ASSET MANAGEMENT — began participating in a wrap-fee program. IAPD ↗
63
TILSON FINANCIAL GROUP INC — began participating in a wrap-fee program. IAPD ↗
63
CAPITAL INVESTMENT MANAGEMENT, INC — began participating in a wrap-fee program. IAPD ↗
63
THE LLOYD GROUP — began participating in a wrap-fee program. IAPD ↗
63
TRANSCE3ND LLC — began participating in a wrap-fee program. IAPD ↗
63
STIFEL CAPITAL MANAGEMENT, LLC — began participating in a wrap-fee program. IAPD ↗
62
THOMPSON DAVIS ASSET MANAGEMENT — reported RAUM up 37% ($116.2M -> $159.5M). IAPD ↗
62
BOULDER WEALTH ADVISORS, LLC — reported RAUM up 36% ($180.9M -> $246.3M). IAPD ↗
62
INVESTORS PORTFOLIO SERVICES LLC — reported RAUM up 38% ($134.7M -> $185.9M). IAPD ↗
62
LEE INVESTMENT MANAGEMENT LLC — reported RAUM up 38% ($54.8M -> $75.3M). IAPD ↗
62
GORDIAN ADVISORS, LLC — reported RAUM up 37% ($157.2M -> $215.7M). IAPD ↗
62
PROMETHEUS CAPITAL MANAGEMENT CORP. — reported RAUM up 37% ($163.7M -> $223.7M). IAPD ↗
62
GODFREY FINANCIAL ASSOCIATES, INC. — reported RAUM up 36% ($101.1M -> $137.5M). IAPD ↗
62
OAKBOURNE ADVISORS — reported RAUM up 35% ($144.8M -> $195.7M). IAPD ↗
62
GRAVITY CAPITAL MANAGEMENT LLC — reported RAUM up 37% ($49.5M -> $67.9M). IAPD ↗
62
DAVIES FINANCIAL ADVISORS, INC. — reported RAUM up 40% ($118.5M -> $165.3M). IAPD ↗
62
LIFEPLAN GROUP — reported RAUM up 39% ($132.8M -> $184.0M). IAPD ↗
62
GATOR CAPITAL MANAGEMENT, LLC — reported RAUM up 40% ($166.6M -> $233.1M). IAPD ↗
62
16TH AMENDMENT ADVISORS LLC — reported RAUM up 39% ($164.5M -> $228.8M). IAPD ↗
62
MCBROOM & ASSOCIATES, LLC — reported RAUM up 39% ($124.2M -> $173.1M). IAPD ↗
62
MORI HUSTON PARTNERS — reported RAUM up 36% ($156.9M -> $212.8M). IAPD ↗
62
ALLIANCE INVESTMENT MANAGEMENT, LLC — reported RAUM up 37% ($119.0M -> $162.7M). IAPD ↗
62
TORTUGA WEALTH MANAGEMENT — reported RAUM up 35% ($101.3M -> $136.9M). IAPD ↗
62
NRI WEALTH MANAGEMENT, LLC — reported RAUM up 40% ($125.5M -> $175.2M). IAPD ↗
62
KROON & MITCHELL ASSET MANAGEMENT LLC — reported RAUM up 38% ($119.6M -> $165.3M). IAPD ↗
62
SCOTTSDALE WEALTH PLANNING, INC. — reported RAUM up 35% ($102.4M -> $138.4M). IAPD ↗
62
SIMS INVESTMENT MANAGEMENT LLC — reported RAUM up 38% ($140.0M -> $193.7M). IAPD ↗
62
MILLENNIAL ADVISERS, LLC. — reported RAUM up 37% ($28.8M -> $39.5M). IAPD ↗
62
MILLER WEALTH ADVISORS, LLC — reported RAUM up 39% ($105.8M -> $146.8M). IAPD ↗
62
LAUFER WEALTH MANAGEMENT, LLC — reported RAUM up 37% ($89.9M -> $122.7M). IAPD ↗
62
UPSTART WEALTH MANAGEMENT, LLC — reported RAUM up 36% ($182.5M -> $248.0M). IAPD ↗
62
RED MOUNTAIN FINANCIAL PARTNERS — reported RAUM up 40% ($121.1M -> $169.3M). IAPD ↗
62
PENNEY FINANCIAL — reported RAUM up 39% ($134.1M -> $185.9M). IAPD ↗
62
AQUILANT ADVISORS — reported RAUM up 39% ($130.7M -> $182.2M). IAPD ↗
62
MARTIN WEALTH SOLUTIONS — reported RAUM up 39% ($132.3M -> $184.1M). IAPD ↗
62
CLARITY WEALTH MANAGEMENT, L.L.C. — reported RAUM up 36% ($107.1M -> $145.8M). IAPD ↗
62
SANCTUARY ADVISORS — reported RAUM up 39% ($169.7M -> $235.5M). IAPD ↗
62
MOTIV8 INVESTMENTS LLC — reported RAUM up 37% ($118.1M -> $161.4M). IAPD ↗
62
IAMS WEALTH MANAGEMENT, LLC — reported RAUM up 40% ($152.7M -> $213.2M). IAPD ↗
62
ROBBINS FARLEY LLC — reported RAUM up 36% ($136.6M -> $186.4M). IAPD ↗
62
SUNBEAM CAPITAL MANAGEMENT, LLC — reported RAUM up 35% ($113.0M -> $152.7M). IAPD ↗
62
KINWELL LLC — reported RAUM up 35% ($109.9M -> $148.7M). IAPD ↗
62
SEYMOUR ASSET MANAGEMENT LLC — reported RAUM up 38% ($43.5M -> $60.0M). IAPD ↗
62
RE-ENVISION WEALTH — reported RAUM up 40% ($64.6M -> $90.2M). IAPD ↗
62
REDBUD ADVISORS — reported RAUM up 36% ($149.9M -> $203.8M). IAPD ↗
62
AUSTIN MONEY MANAGEMENT CORPORATION — reported RAUM up 35% ($158.2M -> $213.8M). IAPD ↗
62
APRICUS WEALTH LLC — reported RAUM up 36% ($167.4M -> $227.1M). IAPD ↗
62
APEX STRATEGIC WEALTH, LLC — reported RAUM up 37% ($146.2M -> $200.9M). IAPD ↗
62
HF ADVISORY GROUP, LLC — reported RAUM up 40% ($135.6M -> $189.1M). IAPD ↗
62
STRAIT & SOUND — reported RAUM up 39% ($178.8M -> $248.3M). IAPD ↗
62
SHINING ROCK ADVISORS LLC — reported RAUM up 38% ($116.1M -> $160.6M). IAPD ↗
62
WHALEN FINANCIAL — reported RAUM up 36% ($116.0M -> $157.9M). IAPD ↗
62
MISSION FINANCIAL GROUP, LLC — reported RAUM up 36% ($130.8M -> $178.3M). IAPD ↗
62
KIRK CAPITAL ADVISORS LLC — reported RAUM up 39% ($108.0M -> $149.7M). IAPD ↗
62
FORTITUDE FINANCIAL LLC — reported RAUM up 38% ($168.1M -> $232.8M). IAPD ↗
62
TALISMAN WEALTH ADVISORS, LLC — reported RAUM up 38% ($139.7M -> $192.1M). IAPD ↗
62
INTEGRITY FINANCIAL ADVISORS, LLC — reported RAUM up 37% ($75.5M -> $103.6M). IAPD ↗
62
ROOTED WEALTH ADVISORS — reported RAUM up 37% ($163.3M -> $223.0M). IAPD ↗
62
THE FUTURE FUND LLC — reported RAUM up 38% ($26.3M -> $36.3M). IAPD ↗
62
PIN WEALTH — reported RAUM up 35% ($61.7M -> $83.5M). IAPD ↗
62
OAC CAPITAL ADVISORS LLC — reported RAUM up 39% ($114.8M -> $159.8M). IAPD ↗
62
DHODY INVESTMENT GROUP — reported RAUM up 36% ($169.9M -> $230.8M). IAPD ↗
62
ADVISOR.COM — reported RAUM up 36% ($42.8M -> $58.2M). IAPD ↗
62
THE CLIFFORD GROUP LLC — reported RAUM up 40% ($119.0M -> $166.3M). IAPD ↗
62
VIVID WEALTH MANAGEMENT, LLC — reported RAUM up 36% ($126.3M -> $171.9M). IAPD ↗
62
WATERCOLOR FINANCIAL — reported RAUM up 37% ($111.4M -> $152.8M). IAPD ↗
61
TRUSTWELL FINANCIAL ADVISORS, LLC — reported RAUM up 35% ($137.0M -> $184.4M). IAPD ↗
61
OREGON PACIFIC FINANCIAL ADVISORS INC — reported RAUM up 30% ($120.5M -> $157.1M). IAPD ↗
61
WATER VALLEY INVESTMENT ADVISORS, INC. — reported RAUM up 34% ($94.0M -> $125.5M). IAPD ↗
61
WALLSTREETI.COM — reported RAUM up 35% ($53.3M -> $71.9M). IAPD ↗
61
CAPITAL FINANCIAL ADVISORS OF NEW YORK, LLC — reported RAUM up 32% ($165.0M -> $217.0M). IAPD ↗
61
ECONOLOGICS FINANCIAL ADVISORS — reported RAUM up 35% ($84.8M -> $114.2M). IAPD ↗
61
RIDGE CAPITAL MANAGEMENT, LLC — reported RAUM up 31% ($100.4M -> $131.8M). IAPD ↗
61
FIDUCIARY MANAGEMENT GROUP, LLC — reported RAUM up 30% ($37.9M -> $49.4M). IAPD ↗
61
YIM INVESTMENT MANAGEMENT, LLC — reported RAUM up 33% ($182.3M -> $241.8M). IAPD ↗
61
STOREHOUSE FINANCIAL LLC — reported RAUM up 30% ($133.8M -> $174.1M). IAPD ↗
61
SECURED RETIREMENT ADVISORS, LLC — reported RAUM up 30% ($146.2M -> $190.4M). IAPD ↗
61
PARKER FINANCIAL LLC — reported RAUM up 34% ($130.3M -> $174.7M). IAPD ↗
61
LANTERN WEALTH ADVISORS, LLC — reported RAUM up 31% ($174.6M -> $228.0M). IAPD ↗
61
BOLAN CAPITAL MANAGEMENT, LLC — reported RAUM up 32% ($181.1M -> $238.7M). IAPD ↗
61
BANKPLUS WEALTH ADVISORS — reported RAUM up 32% ($113.7M -> $150.5M). IAPD ↗
61
PRINCIPIA WEALTH ADVISORY, LLC — reported RAUM up 31% ($124.6M -> $163.2M). IAPD ↗
61
CLADIS INVESTMENT ADVISORY LLC — reported RAUM up 33% ($104.9M -> $139.9M). IAPD ↗
61
RISK PARADIGM GROUP, LLC — reported RAUM up 31% ($62.1M -> $81.5M). IAPD ↗
61
BCP ADVISORS LLC — reported RAUM up 31% ($168.6M -> $221.0M). IAPD ↗
61
HICKS CAPITAL MANAGEMENT, LLC — reported RAUM up 34% ($144.2M -> $192.7M). IAPD ↗
61
VIEWPOINT CAPITAL MANAGEMENT — reported RAUM up 31% ($135.7M -> $177.6M). IAPD ↗
61
TR CAPITAL MANAGEMENT, LLC — reported RAUM up 32% ($100.8M -> $133.0M). IAPD ↗
61
STRATEGY FINANCIAL GROUP — reported RAUM up 34% ($135.8M -> $181.5M). IAPD ↗
61
FOUNDATION WEALTH MANAGEMENT, LLC — reported RAUM up 34% ($124.8M -> $167.3M). IAPD ↗
61
MD FINANCIAL / VESTMENT FINANCIAL — reported RAUM up 30% ($163.7M -> $213.4M). IAPD ↗
61
NOVA WEALTH MANAGEMENT, INC. — reported RAUM up 34% ($113.8M -> $152.2M). IAPD ↗
61
CAREY WEALTH MANAGEMENT — reported RAUM up 30% ($101.0M -> $131.7M). IAPD ↗
61
SVRN ASSET MANAGEMENT, LLC — reported RAUM up 33% ($103.7M -> $137.9M). IAPD ↗
61
PUSHKIN ADVISORY GROUP, LLC — reported RAUM up 32% ($27.8M -> $36.7M). IAPD ↗
61
BLACKRIDGE ASSET MANAGEMENT, LLC — reported RAUM up 31% ($142.6M -> $186.6M). IAPD ↗
61
GUERRA ADVISORY SERVICES — reported RAUM up 32% ($105.3M -> $139.0M). IAPD ↗
61
STANCE CAPITAL LLC — reported RAUM up 33% ($140.3M -> $186.8M). IAPD ↗
61
BLUE RIDGE WEALTH PLANNERS — reported RAUM up 35% ($149.4M -> $201.2M). IAPD ↗
61
XYPN INVEST — reported RAUM up 32% ($101.3M -> $133.3M). IAPD ↗
61
IRONBRIDGE PRIVATE WEALTH, LLC — reported RAUM up 33% ($179.8M -> $239.5M). IAPD ↗
61
CROSS BORDER WEALTH, LLC — reported RAUM up 33% ($75.2M -> $100.0M). IAPD ↗
61
BLACKDIAMOND WEALTH MANAGEMENT, LLC — reported RAUM up 33% ($187.0M -> $249.0M). IAPD ↗
61
FIDELIS WEALTH ADVISORS — reported RAUM up 30% ($148.0M -> $192.9M). IAPD ↗
61
SHORE POINT ADVISORS, LLC — reported RAUM up 31% ($162.8M -> $212.7M). IAPD ↗
61
GRIDIRON PARTNERS, LLC — reported RAUM up 33% ($168.4M -> $224.4M). IAPD ↗
61
GREEN RIDGE WEALTH PLANNING LLC — reported RAUM up 35% ($178.9M -> $240.9M). IAPD ↗
61
VANTAGE POINT FINANCIAL, LLC — reported RAUM up 31% ($181.8M -> $237.9M). IAPD ↗
61
CORE ADVISORY GROUP — reported RAUM up 34% ($177.7M -> $238.2M). IAPD ↗
61
PALADINO WEALTH — reported RAUM up 33% ($97.0M -> $129.1M). IAPD ↗
61
SONOMA PRIVATE WEALTH LLC — reported RAUM up 34% ($107.3M -> $144.2M). IAPD ↗
61
ATHOS PRIVATE WEALTH LLC — reported RAUM up 35% ($103.1M -> $139.1M). IAPD ↗
61
NORTHBRIDGE FINANCIAL GROUP, LLC — reported RAUM up 33% ($157.1M -> $209.3M). IAPD ↗
61
RETIREMENT PLANNING GROUP, LLC — reported RAUM up 32% ($185.2M -> $243.7M). IAPD ↗
61
REDEMPTION CAPITAL — reported RAUM up 30% ($92.9M -> $121.1M). IAPD ↗
61
VISTA FINANCE, LLC — reported RAUM up 33% ($157.2M -> $209.7M). IAPD ↗
61
BULMAN WEALTH GROUP — reported RAUM up 34% ($110.8M -> $148.2M). IAPD ↗
61
PROSPERITY WEALTH PLANNING LLC — reported RAUM up 35% ($128.4M -> $172.9M). IAPD ↗
61
WPM WEALTH ADVISORS LLC — reported RAUM up 33% ($40.8M -> $54.3M). IAPD ↗
61
FOUNTAIN SQUARE ASSET MANAGEMENT — reported RAUM up 30% ($121.3M -> $158.2M). IAPD ↗
61
FINANCIAL INDEPENDENCE ADVISORS, LLC — reported RAUM up 33% ($101.8M -> $135.7M). IAPD ↗
61
PROATHLETE WEALTH MANAGEMENT LLC — reported RAUM up 35% ($172.9M -> $233.3M). IAPD ↗
61
COLLECTIVE WEALTH PARTNERS, LLC — reported RAUM up 33% ($24.8M -> $33.0M). IAPD ↗
61
FAMILY WEALTH PARTNERS, LLC — reported RAUM up 32% ($159.4M -> $210.4M). IAPD ↗
61
ARTA FINANCE — reported RAUM up 35% ($100.1M -> $134.9M). IAPD ↗
61
CONWAY PARTNERS — reported RAUM up 32% ($63.9M -> $84.2M). IAPD ↗
61
ICW HOLDINGS, LLC — reported RAUM up 35% ($30.7M -> $41.4M). IAPD ↗
61
DARK HORSE CAPITAL MANAGEMENT LLC — reported RAUM up 33% ($57.7M -> $77.0M). IAPD ↗
61
LEGACY WEALTH MANAGEMENT GROUP, INC. — reported RAUM up 35% ($154.4M -> $207.7M). IAPD ↗
61
GENTRY PRIVATE WEALTH — reported RAUM up 33% ($166.9M -> $222.4M). IAPD ↗
60
SMITH, BROWN & GROOVER INC. D/B/A SBG WEALTH MANAGEMENT — reported RAUM up 25% ($191.9M -> $240.8M). IAPD ↗
60
ALLIANT SECURITIES, INC. TURNER, NORD, KIENBAUM — reported RAUM up 27% ($142.0M -> $180.0M). IAPD ↗
60
PITTSBURGH FINANCIAL PLANNERS, INC. — reported RAUM up 25% ($108.8M -> $136.2M). IAPD ↗
60
INTERCAROLINA FINANCIAL SERVICES, INC. — reported RAUM up 29% ($100.4M -> $129.7M). IAPD ↗
60
LEIGH BALDWIN & CO., LLC — reported RAUM up 29% ($180.0M -> $232.0M). IAPD ↗
60
INTERVEST LTD — reported RAUM up 27% ($147.8M -> $188.3M). IAPD ↗
60
WAYCROSS INVESTMENT MANAGEMENT CO — reported RAUM up 28% ($152.5M -> $194.5M). IAPD ↗
60
R.H. DINEL INVESTMENT COUNSEL,INC. — reported RAUM up 29% ($129.0M -> $166.6M). IAPD ↗
60
HARBOR ISLAND CAPITAL LLC — reported RAUM up 25% ($165.7M -> $207.7M). IAPD ↗
60
STERLING FINANCIAL ADVISORS, LLC — reported RAUM up 29% ($95.8M -> $123.2M). IAPD ↗
60
FINANCIAL CONSULTANTS GROUP INC — reported RAUM up 28% ($92.8M -> $119.0M). IAPD ↗
60
SUNDVOLD FINANCIAL — reported RAUM up 28% ($163.0M -> $209.0M). IAPD ↗
60
UNION CAPITAL COMPANY — reported RAUM up 29% ($140.0M -> $180.0M). IAPD ↗
60
FINANCIAL STRATEGIES, INC. — reported RAUM up 28% ($102.5M -> $131.7M). IAPD ↗
60
TRIBECA FINANCIAL, LLC — reported RAUM up 30% ($144.8M -> $188.0M). IAPD ↗
60
R & R FINANCIAL PLANNERS, INC. — reported RAUM up 28% ($30.5M -> $38.9M). IAPD ↗
60
COVE WEALTH MANAGEMENT — reported RAUM up 28% ($118.1M -> $150.9M). IAPD ↗
60
COPLEY INVESTMENT MANAGEMENT, LLC — reported RAUM up 28% ($155.9M -> $200.4M). IAPD ↗
60
MINE & ARAO WEALTH CREATION AND MANAGEMENT, LLC — reported RAUM up 29% ($183.7M -> $237.7M). IAPD ↗
60
ANDREWS ADVISORY ASSOCIATES, LLC — reported RAUM up 27% ($156.3M -> $198.4M). IAPD ↗
60
GUNN & COMPANY INVESTMENT MANAGEMENT, INC. — reported RAUM up 27% ($132.4M -> $167.6M). IAPD ↗
60
BROYHILL ASSET MANAGEMENT, LLC — reported RAUM up 29% ($148.4M -> $191.7M). IAPD ↗
60
CAPSTONE INVESTMENT FINANCIAL GROUP, LLC — reported RAUM up 26% ($108.6M -> $137.0M). IAPD ↗
60
HELM CAPITAL MANAGEMENT — reported RAUM up 25% ($159.9M -> $200.0M). IAPD ↗
60
PRINCIPIUM INVESTMENTS LLC — reported RAUM up 25% ($122.2M -> $153.1M). IAPD ↗
60
CFS CUBIC FINANCIAL SERVICES, INC. — reported RAUM up 27% ($114.6M -> $145.8M). IAPD ↗
60
LESLIE MARIE GIORDANO — reported RAUM up 26% ($44.0M -> $55.3M). IAPD ↗
60
ABLES, IANNONE, MOORE & ASSOCIATES, INC. — reported RAUM up 28% ($154.2M -> $196.7M). IAPD ↗
60
SPECTRUM FINANCIAL RESOURCES — reported RAUM up 26% ($156.9M -> $197.4M). IAPD ↗
60
ROTH ASSET MANAGEMENT, INC. — reported RAUM up 25% ($105.5M -> $132.0M). IAPD ↗
60
ALCOSTA CAPITAL MANAGEMENT, INC. — reported RAUM up 29% ($134.7M -> $173.5M). IAPD ↗
60
FINER WEALTH MANAGEMENT, INC. — reported RAUM up 26% ($166.3M -> $210.1M). IAPD ↗
60
LIG CAPITAL MANAGEMENT, LLC — reported RAUM up 26% ($118.4M -> $148.7M). IAPD ↗
60
SIERRA PACIFIC FINANCIAL ADVISORS — reported RAUM up 28% ($126.8M -> $162.1M). IAPD ↗
60
BRADLEY WEALTH LLC — reported RAUM up 27% ($185.7M -> $235.2M). IAPD ↗
60
ST. NICHOLAS PRIVATE ASSET MANAGEMENT, INC. — reported RAUM up 27% ($102.4M -> $130.1M). IAPD ↗
60
CAPITAL FINANCIAL CONSULTANTS GROUP, INC. — reported RAUM up 30% ($177.6M -> $230.8M). IAPD ↗
60
ASPETUCK FINANCIAL MANAGEMENT LLC — reported RAUM up 25% ($101.1M -> $126.5M). IAPD ↗
60
ZIDEL FINANCIAL INC. — reported RAUM up 26% ($111.6M -> $140.7M). IAPD ↗
60
ASSET MANAGEMENT STRATEGIES, INC. — reported RAUM up 26% ($146.9M -> $185.8M). IAPD ↗
60
EDGEWATER PRO SPORTS FINANCIAL — reported RAUM up 29% ($117.0M -> $151.0M). IAPD ↗
60
OPEN FIELD CAPITAL LLC — reported RAUM up 29% ($104.6M -> $135.4M). IAPD ↗
60
AFT, FORSYTH AND COMPANY, INC. — reported RAUM up 25% ($147.8M -> $184.9M). IAPD ↗
60
TAURUS CAPITAL ADVISORS, LLC — reported RAUM up 29% ($117.9M -> $152.4M). IAPD ↗
60
CLUTTERBUCK CAPITAL MANAGEMENT LLC — reported RAUM up 27% ($113.8M -> $144.6M). IAPD ↗
60
BARRON FINANCIAL GROUP, LLP — reported RAUM up 28% ($103.2M -> $131.6M). IAPD ↗
60
ELM3 FINANCIAL GROUP, LLC — reported RAUM up 28% ($106.8M -> $137.1M). IAPD ↗
60
AMERICAN CAPITAL ADVISORY, LLC — reported RAUM up 29% ($182.0M -> $234.0M). IAPD ↗
60
WJ FINANCIAL ADVISORS, LLC — reported RAUM up 27% ($114.7M -> $145.1M). IAPD ↗
60
CHICAGO INVESTMENT ADVISORY GROUP — reported RAUM up 26% ($168.4M -> $212.5M). IAPD ↗
60
MWA ASSET MANAGEMENT — reported RAUM up 25% ($184.6M -> $231.3M). IAPD ↗
60
GUARDIAN WEALTH ADVISORS, LLC — reported RAUM up 26% ($197.8M -> $249.2M). IAPD ↗
60
BESPOKE INVESTMENT GROUP, LLC — reported RAUM up 25% ($41.0M -> $51.2M). IAPD ↗
60
GUARDIAN WEALTH MANAGEMENT — reported RAUM up 26% ($106.6M -> $133.9M). IAPD ↗
60
BROWN FINANCIAL ADVISORS, LLC — reported RAUM up 27% ($192.6M -> $244.9M). IAPD ↗
60
LUESINK STENSTROM FINANCIAL — reported RAUM up 30% ($54.4M -> $70.5M). IAPD ↗
60
MONEX ASSET MANAGEMENT, INC. — reported RAUM up 26% ($159.7M -> $200.9M). IAPD ↗
60
ARBUS CAPITAL MANAGEMENT, LLC — reported RAUM up 27% ($87.8M -> $111.5M). IAPD ↗
60
UP NORTH FINANCIAL, LLC — reported RAUM up 29% ($128.5M -> $165.2M). IAPD ↗
60
MONEY MANAGERS, INC. — reported RAUM up 26% ($121.5M -> $153.4M). IAPD ↗
60
BAUER WEALTH MANAGEMENT INC. — reported RAUM up 29% ($103.6M -> $133.3M). IAPD ↗
60
KRANE FINANCIAL SOLUTIONS — reported RAUM up 28% ($171.7M -> $220.6M). IAPD ↗
60
QUEST 10 WEALTH BUILDERS, INC. — reported RAUM up 30% ($120.8M -> $157.0M). IAPD ↗
60
CAITLIN JOHN — reported RAUM up 26% ($113.3M -> $143.3M). IAPD ↗
60
MCCARTNEY WEALTH MANAGEMENT LLC — reported RAUM up 26% ($132.4M -> $166.4M). IAPD ↗
60
NIERENBERG INVESTMENT MANAGEMENT COMPANY, INC. — reported RAUM up 26% ($138.2M -> $174.5M). IAPD ↗
60
INTERWEALTH MANAGEMENT, LLC — reported RAUM up 30% ($161.8M -> $209.8M). IAPD ↗
60
FIDUCIARY FINANCIAL PARTNERS, LLC — reported RAUM up 27% ($164.6M -> $208.5M). IAPD ↗
60
SGL FINANCIAL, LLC — reported RAUM up 27% ($168.8M -> $214.0M). IAPD ↗
60
CASCADE WEALTH ADVISORS, INC — reported RAUM up 27% ($112.5M -> $143.4M). IAPD ↗
60
BLUE SPARK CAPITAL ADVISORS — reported RAUM up 29% ($161.6M -> $208.3M). IAPD ↗
60
SIGNIFY WEALTH LLC — reported RAUM up 29% ($169.9M -> $218.4M). IAPD ↗
60
ROI FINANCIAL — reported RAUM up 28% ($126.2M -> $161.6M). IAPD ↗
60
BRIGHTPATH WEALTH PLANNING, LLC — reported RAUM up 27% ($129.6M -> $164.5M). IAPD ↗
60
SENTARA CAPITAL — reported RAUM up 28% ($103.0M -> $131.7M). IAPD ↗
60
CHARTER WEALTH MANAGEMENT — reported RAUM up 30% ($129.6M -> $168.1M). IAPD ↗
60
QUANTUM CAPITAL ADVISORS, LLC — reported RAUM up 25% ($155.1M -> $193.9M). IAPD ↗
60
LOWELL ROAD ASSET MANAGEMENT, INC. — reported RAUM up 29% ($30.3M -> $39.2M). IAPD ↗
60
BLONG FINANCIAL — reported RAUM up 27% ($139.5M -> $177.5M). IAPD ↗
60
HILEY HUNT WEALTH MANAGEMENT, INC. — reported RAUM up 28% ($154.0M -> $197.0M). IAPD ↗
60
MAXELE ADVISORS, LLC — reported RAUM up 25% ($122.9M -> $153.7M). IAPD ↗
60
FOCUS WEALTH ADVISORS, LLC — reported RAUM up 30% ($191.2M -> $247.8M). IAPD ↗
60
EMC CAPITAL MANAGEMENT, LLC — reported RAUM up 27% ($116.6M -> $148.4M). IAPD ↗
60
COHEN INVESTMENT ADVISORS, LLC — reported RAUM up 26% ($149.8M -> $188.3M). IAPD ↗
60
O'CONNOR FINANCIAL GROUP LLC — reported RAUM up 28% ($158.1M -> $202.3M). IAPD ↗
60
WEALTH TEAMS ALLIANCE — reported RAUM up 25% ($158.9M -> $199.3M). IAPD ↗
60
ATLANTIS WEALTH ADVISORS LLC — reported RAUM up 25% ($113.1M -> $141.4M). IAPD ↗
60
LEVIN FUNDING GROUP LLC — reported RAUM up 27% ($129.5M -> $164.5M). IAPD ↗
60
ATWATER WEALTH MANAGEMENT, INC. — reported RAUM up 26% ($153.5M -> $192.7M). IAPD ↗
60
LUMINIST CAPITAL, LLC — reported RAUM up 25% ($102.8M -> $128.6M). IAPD ↗
60
VANTAGE WEALTH PLANNING — reported RAUM up 26% ($134.9M -> $169.7M). IAPD ↗
60
ECHO WEALTH MANAGEMENT, LLC — reported RAUM up 29% ($147.8M -> $190.0M). IAPD ↗
60
BUCKLEY CAPITAL ADVISORS, LLC — reported RAUM up 27% ($105.2M -> $133.3M). IAPD ↗
60
WP ASSET MANAGEMENT — reported RAUM up 29% ($111.2M -> $143.3M). IAPD ↗
60
PEAK WEALTH MANAGEMENT LLC — reported RAUM up 28% ($93.6M -> $119.8M). IAPD ↗
60
WINTHROP PARTNERS - EPA, LLC — reported RAUM up 28% ($32.9M -> $42.2M). IAPD ↗
60
ROUNDANGLE ADVISORS LLC — reported RAUM up 28% ($120.4M -> $154.6M). IAPD ↗
60
FIGURE 8 INVESTMENT STRATEGIES LLC — reported RAUM up 25% ($132.7M -> $166.4M). IAPD ↗
60
MAGNATE ADVISORY SERVICES, LLC — reported RAUM up 25% ($167.6M -> $209.9M). IAPD ↗
60
MOUNTAIN PASS PLANNING — reported RAUM up 26% ($42.8M -> $53.8M). IAPD ↗
60
WELLINGTON INVESTMENT ADVISORS — reported RAUM up 26% ($148.2M -> $187.0M). IAPD ↗
60
O'BRIEN INVESTMENT MANAGEMENT, LLC — reported RAUM up 25% ($154.1M -> $192.7M). IAPD ↗
60
BAYBRIDGE CAPITAL GROUP, LLC — reported RAUM up 26% ($134.4M -> $169.4M). IAPD ↗
60
VANGUARD CAPITAL — reported RAUM up 27% ($152.9M -> $194.6M). IAPD ↗
60
RELEVE FINANCIAL GROUP — reported RAUM up 27% ($147.0M -> $186.6M). IAPD ↗
60
SPAHN WEALTH & RETIREMENT LLC — reported RAUM up 26% ($100.9M -> $127.3M). IAPD ↗
60
HIGGINS & SCHMIDT WEALTH STRATEGIES LLC — reported RAUM up 28% ($144.8M -> $184.8M). IAPD ↗
60
ALERE PLANNING LLC — reported RAUM up 27% ($117.0M -> $149.0M). IAPD ↗
60
DEFINE FINANCIAL, LLC — reported RAUM up 26% ($162.6M -> $205.2M). IAPD ↗
60
SCALAR GAUGE MANAGEMENT, LLC — reported RAUM up 29% ($149.7M -> $192.5M). IAPD ↗
60
ROSEROCK WEALTH MANAGEMENT, LLC — reported RAUM up 28% ($132.7M -> $170.5M). IAPD ↗
60
ROCKHILL ADVISORS LLC — reported RAUM up 29% ($116.0M -> $149.1M). IAPD ↗
60
BRIXTON CAPITAL WEALTH ADVISORS, LLC — reported RAUM up 26% ($116.4M -> $146.1M). IAPD ↗
60
VITRAL ADVISORS LLC — reported RAUM up 27% ($92.7M -> $117.8M). IAPD ↗
60
GREAT GABLE WEALTH MANAGEMENT, LLC — reported RAUM up 25% ($108.4M -> $135.8M). IAPD ↗
60
BRIDGES CAPITAL LLC — reported RAUM up 28% ($40.6M -> $52.2M). IAPD ↗
60
ABLE WEALTH MANAGEMENT LLC — reported RAUM up 29% ($189.4M -> $244.4M). IAPD ↗
60
KAIZEN FINANCIAL STRATEGIES, LLC — reported RAUM up 29% ($141.3M -> $182.7M). IAPD ↗
60
ERVIN INVESTMENT MANAGEMENT — reported RAUM up 27% ($161.6M -> $205.9M). IAPD ↗
60
ERICKSON FINANCIAL GROUP, LLC — reported RAUM up 29% ($113.9M -> $146.6M). IAPD ↗
60
THE H GROUP WASHINGTON, INC. — reported RAUM up 27% ($176.3M -> $223.7M). IAPD ↗
60
WHITE KNIGHT STRATEGIC WEALTH ADVISORS, LLC — reported RAUM up 28% ($119.6M -> $153.7M). IAPD ↗
60
ESOTERICA CAPITAL LLC — reported RAUM up 27% ($30.5M -> $38.7M). IAPD ↗
60
DEW POINT CAPITAL — reported RAUM up 30% ($124.5M -> $161.5M). IAPD ↗
60
EMPOWER WEALTH MANAGEMENT — reported RAUM up 26% ($116.3M -> $146.3M). IAPD ↗
60
ABBEY STREET — reported RAUM up 27% ($192.6M -> $245.0M). IAPD ↗
60
GLENORCHY CAPITAL LIMITED — reported RAUM up 25% ($139.5M -> $174.6M). IAPD ↗
60
SEMUS WEALTH PARTNERS, LLC — reported RAUM up 26% ($185.0M -> $232.4M). IAPD ↗
60
PELKONEN AND ASSOCIATES LLC — reported RAUM up 26% ($169.5M -> $212.8M). IAPD ↗
60
MAGNIFINA, LLC — reported RAUM up 27% ($31.0M -> $39.3M). IAPD ↗
60
BISON CAPITAL ADVISORS, LLC — reported RAUM up 29% ($185.4M -> $240.0M). IAPD ↗
60
ATLAS FIDUCIARY FINANCIAL, LLC — reported RAUM up 30% ($178.2M -> $231.2M). IAPD ↗
60
THREE CORD TRUE WEALTH MANAGEMENT, LLC — reported RAUM up 27% ($150.3M -> $191.2M). IAPD ↗
60
EMISSARY WEALTH — reported RAUM up 25% ($93.7M -> $117.4M). IAPD ↗
60
PMV CAPITAL ADVISERS, LLC — reported RAUM up 27% ($62.0M -> $79.0M). IAPD ↗
60
CLARUS GROUP LLC — reported RAUM up 26% ($85.4M -> $107.8M). IAPD ↗
60
HARTMANN TAYLOR WEALTH MANAGEMENT, LLC — reported RAUM up 27% ($130.3M -> $164.9M). IAPD ↗
60
TCN PRIVATE WEALTH MANAGEMENT LLC — reported RAUM up 29% ($80.0M -> $103.2M). IAPD ↗
60
TRANSCEND ADVISOR GROUP, LLC — reported RAUM up 27% ($170.0M -> $216.2M). IAPD ↗
60
MARIPAU WEALTH MANAGEMENT LLC — reported RAUM up 29% ($181.5M -> $235.0M). IAPD ↗
60
BURKHOLDER & ASSOCIATES, LLC — reported RAUM up 28% ($145.7M -> $186.5M). IAPD ↗
60
GUERRA PAN ADVISORS, LLC — reported RAUM up 27% ($125.4M -> $158.8M). IAPD ↗
60
REICON WEALTH ADVISORS, LLC — reported RAUM up 26% ($114.3M -> $143.5M). IAPD ↗
60
HEIGHTS LLC — reported RAUM up 26% ($152.8M -> $192.7M). IAPD ↗
60
SPECIALIZED RETIREMENT CONSULTANTS LLC — reported RAUM up 27% ($120.9M -> $153.6M). IAPD ↗
60
WILKINSON WEALTH MANAGEMENT, LLC — reported RAUM up 28% ($100.6M -> $128.4M). IAPD ↗
60
CERTUS WEALTH MANAGEMENT LLC — reported RAUM up 26% ($108.4M -> $136.3M). IAPD ↗
60
OXFORD WEALTH GROUP, LLC — reported RAUM up 27% ($156.4M -> $198.9M). IAPD ↗
60
AJ ADVISORS — reported RAUM up 29% ($191.0M -> $247.0M). IAPD ↗
60
FOX HILL WEALTH MANAGEMENT — reported RAUM up 28% ($154.6M -> $198.4M). IAPD ↗
60
TRITON WEALTH — reported RAUM up 28% ($151.8M -> $194.8M). IAPD ↗
60
DOUBLE DUTY MONEY MANAGEMENT LLC — reported RAUM up 27% ($26.9M -> $34.1M). IAPD ↗
60
SAVANT INVESTMENT ADVISERS, INC. — began participating in a wrap-fee program. IAPD ↗
60
MOLLOT & HARDY, INC. — began participating in a wrap-fee program. IAPD ↗
60
SCHWALLIER WEALTH MANAGEMENT — began participating in a wrap-fee program. IAPD ↗
60
SANCTUARY WEALTH MANAGEMENT, LLC — began participating in a wrap-fee program. IAPD ↗
60
FIRST AMERICAN ASSET ADVISORY, LLC — began participating in a wrap-fee program. IAPD ↗
60
AQUILANT ADVISORS — began participating in a wrap-fee program. IAPD ↗
60
BLUE RIDGE WEALTH PLANNERS — began participating in a wrap-fee program. IAPD ↗
60
BRIGHTON SECURITIES CAPITAL MANAGEMENT, INC. — began participating in a wrap-fee program. IAPD ↗
60
TRACE WEALTH ADVISORS — began participating in a wrap-fee program. IAPD ↗
60
RAPID SCALE LLC — began participating in a wrap-fee program. IAPD ↗
60
DABA ADVISORS LLC — began participating in a wrap-fee program. IAPD ↗
60
KELLY WEALTH MANAGEMENT, INC. — began participating in a wrap-fee program. IAPD ↗
60
RELENTLESS RETURNS — began participating in a wrap-fee program. IAPD ↗
85
BOON INVESTMENT GROUP, INC. — (AUSTIN, TX) is newly SEC-registered with $0 RAUM and 1 advisory reps. IAPD ↗institutional
85
SHASTA VENTURES — (location n/a) is newly SEC-registered with $2.02B RAUM and 4 advisory reps. IAPD ↗fund
85
MACQUARIE CAPITAL PARTNERS LLC — (NEW YORK, NY) is newly SEC-registered (provisional 120-day approval) with $0 RAUM and 15 advisory reps. IAPD ↗institutional
85
STOCK SNIPS, INC. — (PITTSBURGH, PA) is newly SEC-registered with $0 RAUM and 2 advisory reps. IAPD ↗institutional
85
QUANTITATIVE FINANCE LLC — (location n/a) is newly SEC-registered with $0 RAUM and 1 advisory reps. IAPD ↗institutional
85
TRINITY CAPITAL ADVISER, LLC — (PHOENIX, AZ) is newly SEC-registered (provisional 120-day approval) with $0 RAUM and 29 advisory reps. IAPD ↗institutional
85
AIP CAPITAL ADVISORS LLC — (STAMFORD, CT) is newly SEC-registered (provisional 120-day approval) with $0 RAUM and 7 advisory reps. IAPD ↗institutional
85
SHORENSTEIN INVESTMENT ADVISERS LLC — (SAN FRANCISCO, CA) is newly SEC-registered (provisional 120-day approval) with $0 RAUM and 47 advisory reps. IAPD ↗institutional
85
ARC LUMINOUS MANAGEMENT COMPANY LLC — (NEW YORK, NY) is newly SEC-registered (provisional 120-day approval) with $0 RAUM and 4 advisory reps. IAPD ↗institutional
85
NORIAS CAPITAL MANAGEMENT LP — (WEST PALM BEACH, FL) is newly SEC-registered (provisional 120-day approval) with $0 RAUM and 27 advisory reps. IAPD ↗institutional
85
INVESTCORP CORSAIR INFRASTRUCTURE PARTNERS, L.P. — (NEW YORK, NY) is newly SEC-registered with $3.70B RAUM and 6 advisory reps. IAPD ↗fund
85
FORTWOOD CAPITAL LP — (GRENWICH, CT) is newly SEC-registered (provisional 120-day approval) with $0 RAUM and 3 advisory reps. IAPD ↗institutional
85
NILES INVESTMENT MANAGEMENT, LLC — (PLANTATION, FL) is newly SEC-registered (provisional 120-day approval) with $0 RAUM and 1 advisory reps. IAPD ↗institutional
85
MISSION INVESTMENT ADVISORS LLC — (SAN FRANCISCO, CA) is newly SEC-registered (provisional 120-day approval) with $0 RAUM and 2 advisory reps. IAPD ↗institutional
85
INATAI INVESTMENT MANAGEMENT CO. LLC — (SEATTLE, WA) is newly SEC-registered with $2.19B RAUM and 5 advisory reps. IAPD ↗fund
85
EVEN HERD LLC — (OKLAHOMA CITY, OK) is newly SEC-registered (provisional 120-day approval) with $0 RAUM and 1 advisory reps. IAPD ↗institutional
85
GALLO PARTNERS LP — (NEW YORK, NY) is newly SEC-registered (provisional 120-day approval) with $0 RAUM and 5 advisory reps. IAPD ↗institutional
85
DUNDEE MAESTRO MANAGEMENT, LP — (location n/a) is newly SEC-registered (provisional 120-day approval) with $0 RAUM and 3 advisory reps. IAPD ↗institutional
85
DRACO EVOLUTION — (NEWPORT BEACH, CA) is newly SEC-registered with $0 RAUM and 1 advisory reps. IAPD ↗institutional
85
BENCHSTONE CAPITAL MANAGEMENT LP — (NEW YORK, NY) is newly SEC-registered (provisional 120-day approval) with $0 RAUM and 3 advisory reps. IAPD ↗institutional
85
SOUND POINT MERIDIAN MANAGEMENT COMPANY LLC — (NEW YORK, NY) is newly SEC-registered with $2 RAUM and 4 advisory reps. IAPD ↗institutional
85
GE VERNOVA INVESTMENT ADVISERS, LLC — (NORWALK, CT) is newly SEC-registered (provisional 120-day approval) with $0 RAUM and 15 advisory reps. IAPD ↗institutional
85
OBION CAPITAL MANAGEMENT LP — (MIAMI, FL) is newly SEC-registered (provisional 120-day approval) with $0 RAUM and 2 advisory reps. IAPD ↗institutional
85
QUANTESSENCE CAPITAL — (NEW YORK, NY) is newly SEC-registered (provisional 120-day approval) with $0 RAUM and 3 advisory reps. IAPD ↗institutional
85
FMI TECHNOLOGIES LLC — (NEW YORK, NY) is newly SEC-registered (provisional 120-day approval) with $0 RAUM and 1 advisory reps. IAPD ↗institutional
85
AMPLIFIED ADVISORS — (location n/a) is newly SEC-registered with $0 RAUM and 0 advisory reps. IAPD ↗institutional
85
APOLLO S3 RIC MANAGEMENT, L.P. — (NEW YORK, NY) is newly SEC-registered (provisional 120-day approval) with $0 RAUM and 2540 advisory reps. IAPD ↗institutional
85
STRAWBERRY TREE MANAGEMENT COMPANY — (SEATTLE, WA) is newly SEC-registered (provisional 120-day approval) with $0 RAUM and 1 advisory reps. IAPD ↗institutional
85
FINANCEBUZZ — (DELRAY BEACH, FL) is newly SEC-registered (provisional 120-day approval) with $0 RAUM and 5 advisory reps. IAPD ↗institutional
83
HUMBLE GROWTH — (NEW YORK, NY) is newly SEC-registered with $316.1M RAUM and 8 advisory reps. IAPD ↗fund
83
LEH II MANAGEMENT LLC — (ENGLEWOOD, CO) is newly SEC-registered with $380.4M RAUM and 7 advisory reps. IAPD ↗fund
80
L CAPITAL, LLC — (WINDSOR, CA) is newly SEC-registered with $156.4M RAUM and 1 advisory reps. IAPD ↗fund
80
RSC ASSET MANAGEMENT GROUP, LLC — (STUDIO CITY, CA) is newly SEC-registered with $137.3M RAUM and 2 advisory reps. IAPD ↗fund
80
PATRICOF CO — (NEW YORK, NY) is newly SEC-registered with $179.3M RAUM and 5 advisory reps. IAPD ↗fund
80
ARTESIAN CAPITAL MANAGEMENT (DELAWARE) LP — (NEW YORK, NY) is newly SEC-registered with $10.0M RAUM and 4 advisory reps. IAPD ↗fund
80
CALAMOS PRIVATE EQUITY LLC — (NAPERVILLE, IL) is newly SEC-registered with $0 RAUM and 0 advisory reps. IAPD ↗fund
80
ACME CREDIT PARTNERS — (NEW YORK, NY) is newly SEC-registered with $90.9M RAUM and 4 advisory reps. IAPD ↗fund
80
CHARTER OAK ADVISORS LP — (NEW YORK, NY) is newly SEC-registered (provisional 120-day approval) with $0 RAUM and 4 advisory reps. IAPD ↗fund
80
TRP CAPITAL ADVISORS VI, LLC — (BIRMINGHAM, MI) is newly SEC-registered with $163.1M RAUM and 8 advisory reps. IAPD ↗fund
75
75
ALBRITTON CAPITAL MANAGEMENT CO — crossed $1B in regulatory AUM ($895.0M -> $1.09B). IAPD ↗institutional
75
MODERN PORTFOLIO CONSULTANTS, LLC — crossed $1B in regulatory AUM ($970.3M -> $1.02B). IAPD ↗institutional
75
APPLIED FINANCE ADVISORS, LLC — crossed $1B in regulatory AUM ($762.0M -> $1.30B). IAPD ↗institutional
75
VIRTUS ALTERNATIVE INVESTMENT ADVISERS, INC. — crossed $1B in regulatory AUM ($988.0M -> $3.09B). IAPD ↗institutional
75
75
CNL STRATEGIC CAPITAL MANAGEMENT, LLC — crossed $1B in regulatory AUM ($732.5M -> $1.01B). IAPD ↗institutional
75
75
LEVINE LEICHTMAN STRATEGIC CAPITAL, LLC — crossed $1B in regulatory AUM ($709.1M -> $1.01B). IAPD ↗institutional
75
DISTILLATE CAPITAL PARTNERS LLC — crossed $1B in regulatory AUM ($924.1M -> $1.61B). IAPD ↗institutional
75
WINSHORE CAPITAL PARTNERS LP — crossed $1B in regulatory AUM ($766.3M -> $1.56B). IAPD ↗institutional
75
SOUTHERN RIDGES CAPITAL (USA) LLC — crossed $1B in regulatory AUM ($976.8M -> $1.01B). IAPD ↗institutional
75
KESTRA INVESTMENT MANAGEMENT, LLC. — crossed $1B in regulatory AUM ($109.8M -> $1.51B). IAPD ↗institutional
75
IMPACTASSETS CAPITAL PARTNERS PBLLC — crossed $1B in regulatory AUM ($541.6M -> $1.58B). IAPD ↗institutional
75
75
OHA PRIVATE CREDIT ADVISORS LLC — crossed $1B in regulatory AUM ($99.2M -> $1.46B). IAPD ↗institutional
75
75
75
JEFFERIES CREDIT MANAGEMENT LLC — crossed $1B in regulatory AUM ($985.0M -> $2.46B). IAPD ↗institutional
70
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70
VAN ECK ABSOLUTE RETURN ADVISERS CORP. — crossed $1B in regulatory AUM ($818.5M -> $1.66B). IAPD ↗fund
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CARLYLE AVIATION SECURITIES PARTNERS LLC — crossed $1B in regulatory AUM ($876.3M -> $1.13B). IAPD ↗fund
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HIDDEN HARBOR CAPITAL MANAGEMENT, L.P. — crossed $1B in regulatory AUM ($767.5M -> $1.01B). IAPD ↗fund
70
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70
METROPOLITAN PARTNERS GROUP MANAGEMENT, LLC — crossed $1B in regulatory AUM ($956.3M -> $1.45B). IAPD ↗fund
70
70
EXCELSIOR RENEWABLE ENERGY MANAGEMENT COMPANY LP — crossed $1B in regulatory AUM ($667.0M -> $1.31B). IAPD ↗fund
70
70
ALBANY ROAD REAL ESTATE PARTNERS, LLC — crossed $1B in regulatory AUM ($329.5M -> $1.05B). IAPD ↗fund
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BAIN CAPITAL INSURANCE SOLUTIONS, LP — crossed $1B in regulatory AUM ($876.6M -> $1.86B). IAPD ↗fund
70
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PACIFIC AVENUE CAPITAL PARTNERS MANAGEMENT COMPANY LLC — crossed $1B in regulatory AUM ($420.1M -> $1.08B). IAPD ↗fund
70
SYCAMORE TREE CAPITAL PARTNERS, L.P. — crossed $1B in regulatory AUM ($968.3M -> $1.79B). IAPD ↗fund
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SPEARHEAD ADMINISTRATIVE SERVICES, LLC — crossed $1B in regulatory AUM ($566.6M -> $1.20B). IAPD ↗fund
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FIVE ARROWS MANAGERS LLP — (LONDON, United Kingdom) is newly SEC-registered with $11.08B RAUM and 85 advisory reps. IAPD ↗foreign
70
WHITE OAK CAPITAL PARTNERS PTE. LTD. — (SAMSUNG HUB, Singapore) is newly SEC-registered with $3.60B RAUM and 12 advisory reps. IAPD ↗foreign
70
COMPLUS ASSET MANAGEMENT (UK) LIMITED — (LONDON, United Kingdom) is newly SEC-registered with $4.07B RAUM and 5 advisory reps. IAPD ↗foreign
68
KING RIVER CAPITAL MANAGEMENT PTY LTD — (SURRY HILLS, NEW SOUTH WALES, Australia) is newly SEC-registered with $338.5M RAUM and 8 advisory reps. IAPD ↗foreign
65
65
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65
BNY MELLON ETF INVESTMENT ADVISER, LLC — reported RAUM up 330% ($1.39B -> $5.96B). IAPD ↗institutional
65
POM WEALTH MANAGEMENT US LLC — (SÃO PAULO, Brazil) is newly SEC-registered with $0 RAUM and 1 advisory reps. IAPD ↗foreign
65
TAULA CAPITAL MANAGEMENT (DIFC) LTD — (ST HELIER, Jersey) is newly SEC-registered (provisional 120-day approval) with $0 RAUM and 3 advisory reps. IAPD ↗foreign
65
TAULA CAPITAL MANAGEMENT (UK) LLP — (ST HELIER, Jersey) is newly SEC-registered (provisional 120-day approval) with $0 RAUM and 9 advisory reps. IAPD ↗foreign
65
TAULA CAPITAL MANAGEMENT (US) LLC — (ST HELIER, Jersey) is newly SEC-registered (provisional 120-day approval) with $0 RAUM and 7 advisory reps. IAPD ↗foreign
65
TAULA CAPITAL MANAGEMENT (JERSEY) LIMITED — (ST HELIER, Jersey) is newly SEC-registered (provisional 120-day approval) with $0 RAUM and 3 advisory reps. IAPD ↗foreign
65
UTI INVESTMENTS AMERICA LIMITED — (ST PETER PORT, Guernsey) is newly SEC-registered with $0 RAUM and 0 advisory reps. IAPD ↗foreign
65
THE MASS GROUP — (DUBAI, United Arab Emirates) is newly SEC-registered with $0 RAUM and 2 advisory reps. IAPD ↗foreign
65
63
63
NIPPON LIFE GLOBAL INVESTORS AMERICAS, INC. — reported RAUM up 68% ($21.13B -> $35.52B). IAPD ↗institutional
63
NEWFRONT RETIREMENT SERVICES, INC. — reported RAUM up 122% ($165.2M -> $366.8M). IAPD ↗institutional
63
MAIN MANAGEMENT FUND ADVISORS, LLC — reported RAUM up 129% ($162.0M -> $370.5M). IAPD ↗institutional
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KENNEDY LEWIS CAPITAL HOLDINGS LLC — reported RAUM up 213% ($145.3M -> $454.3M). IAPD ↗institutional
63
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RADIAN INVESTMENT MANAGEMENT LLC — 's provisional registration is now fully approved. IAPD ↗institutional
62
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ALPINVEST PRIVATE EQUITY INVESTMENT MANAGEMENT, LLC — reported RAUM up 69% ($184.3M -> $311.6M). IAPD ↗institutional
60
INVESTMENT PERFORMANCE SERVICES LLC — crossed $500M in regulatory AUM ($495.0M -> $617.9M). IAPD ↗institutional
60
CIFC INVESTMENT MANAGEMENT LLC — crossed $500M in regulatory AUM ($460.2M -> $592.2M). IAPD ↗institutional
60
GIRARD PENSION SERVICES, LLC — crossed $500M in regulatory AUM ($471.4M -> $557.0M). IAPD ↗institutional
60
MORGAN STANLEY INSTITUTIONAL INVESTMENT ADVISORS LLC — crossed $500M in regulatory AUM ($281.7M -> $644.7M). IAPD ↗institutional
60
IMPACT INVESTMENT ADVISER LLC — crossed $500M in regulatory AUM ($486.1M -> $612.2M). IAPD ↗institutional
60
MORRISON STREET CAPITAL, LLC — crossed $500M in regulatory AUM ($485.6M -> $505.2M). IAPD ↗institutional
60
INTERVEST CAPITAL PARTNERS LLC — crossed $500M in regulatory AUM ($265.7M -> $512.1M). IAPD ↗institutional
60
TUTTLE CAPITAL MANAGEMENT, LLC — crossed $500M in regulatory AUM ($332.9M -> $680.9M). IAPD ↗institutional
60
PARADIGM PARTNERS CAPITAL MANAGEMENT — crossed $500M in regulatory AUM ($443.0M -> $548.0M). IAPD ↗institutional
60
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60
GRANITESHARES ADVISORS LLC — crossed $500M in regulatory AUM ($330.7M -> $510.6M). IAPD ↗institutional
60
60
IFC CORE INVESTMENT MANAGEMENT LLC — crossed $500M in regulatory AUM ($453.5M -> $649.9M). IAPD ↗institutional
60
60
NEBULA RESEARCH & DEVELOPMENT LLC — crossed $500M in regulatory AUM ($110.8M -> $727.3M). IAPD ↗institutional
60
VOLTERRA TECHNOLOGIES LP — crossed $500M in regulatory AUM ($436.7M -> $577.1M). IAPD ↗institutional
60
EFG ASSET MANAGEMENT (NORTH AMERICA) CORP — crossed $500M in regulatory AUM ($444.2M -> $533.0M). IAPD ↗institutional
60
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DOUBLELINE ETF ADVISER LP — crossed $500M in regulatory AUM ($325.3M -> $899.8M). IAPD ↗institutional
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60
SHERBROOKE PARK ADVISERS LLC — crossed $500M in regulatory AUM ($299.2M -> $518.7M). IAPD ↗institutional
60
60
VISTA CREDIT BDC MANAGEMENT, L.P. — crossed $500M in regulatory AUM ($468.9M -> $575.1M). IAPD ↗institutional
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ASPIRE STRATEGIST PORTFOLIOS LLC — 's provisional registration is now fully approved. IAPD ↗institutional
60
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JUNIPER CAPITAL INVESTMENT MANAGEMENT, L.P. — reported RAUM up 138% ($140.0M -> $333.9M). IAPD ↗fund
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MORGAN PROPERTIES SPECIAL SITUATIONS II LLC — reported RAUM up 40% ($1.01B -> $1.42B). IAPD ↗institutional
57
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56
MANULIFE INVESTMENT MANAGEMENT TIMBERLAND AND AGRICULTURE INC — reported RAUM up 56% ($6.07B -> $9.47B). IAPD ↗fund
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SIXTH STREET LENDING PARTNERS ADVISERS, LLC — reported RAUM up 32% ($2.38B -> $3.14B). IAPD ↗institutional
56
56
OHA PRIVATE CREDIT ADVISORS II, L.P. — reported RAUM up 40% ($352.5M -> $495.2M). IAPD ↗institutional
56
56
56
ANCIENT MANAGEMENT LP D/B/A ANCIENT — reported RAUM up 45% ($250.0M -> $361.4M). IAPD ↗institutional
56
55
ANALYST PORTFOLIO MANAGEMENT LTD. — crossed $1B in regulatory AUM ($832.6M -> $1.03B). IAPD ↗foreign
55
BLACKROCK ASSET MANAGEMENT SCHWEIZ AG — crossed $1B in regulatory AUM ($768.9M -> $1.27B). IAPD ↗foreign
55
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55
ZENTIFIC INVESTMENT MANAGEMENT LIMITED — crossed $1B in regulatory AUM ($623.4M -> $1.01B). IAPD ↗foreign
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BLUE SWELL ASSET MANAGEMENT PRIVATE LIMITED — crossed $1B in regulatory AUM ($700.9M -> $1.19B). IAPD ↗foreign
55
MAN INVESTMENTS AUSTRALIA LIMITED — crossed $1B in regulatory AUM ($756.6M -> $1.16B). IAPD ↗foreign
55
LEPERCQ DE NEUFLIZE ASSET MANAGEMENT LLC — crossed $500M in regulatory AUM ($375.4M -> $524.6M). IAPD ↗fund
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BRANT POINT INVESTMENT MANAGEMENT LLC — crossed $500M in regulatory AUM ($492.2M -> $507.3M). IAPD ↗fund
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SF EQUITY PARTNERS MANAGEMENT, LLC — crossed $500M in regulatory AUM ($444.5M -> $616.7M). IAPD ↗fund
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PALLADIN CONSUMER RETAIL PARTNERS, LLC — crossed $500M in regulatory AUM ($379.4M -> $546.2M). IAPD ↗fund
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JAGUAR GROWTH ASSET MANAGEMENT, LLC — crossed $500M in regulatory AUM ($409.7M -> $505.9M). IAPD ↗fund
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AUSTRALIS PARTNERS (ADVISERS) LLC — crossed $500M in regulatory AUM ($475.9M -> $663.4M). IAPD ↗fund
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LATTICEWORK CAPITAL MANAGEMENT LLC — crossed $500M in regulatory AUM ($383.2M -> $521.2M). IAPD ↗fund
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CEDAR STREET ASSET MANAGEMENT LLC — crossed $500M in regulatory AUM ($399.6M -> $632.8M). IAPD ↗fund
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HAVENCREST CAPITAL MANAGEMENT, LLC — crossed $500M in regulatory AUM ($495.0M -> $500.8M). IAPD ↗fund
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ARRINGTON CAPITAL INVESTMENT MANAGEMENT, LLC — crossed $500M in regulatory AUM ($339.7M -> $511.6M). IAPD ↗fund
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HALE PARTNERSHIP CAPITAL MANAGEMENT, LLC — crossed $500M in regulatory AUM ($466.3M -> $593.1M). IAPD ↗fund
55
ADVANTAGE ALPHA CAPITAL PARTNERS LP — crossed $500M in regulatory AUM ($492.9M -> $543.4M). IAPD ↗fund
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SILVERARC CAPITAL MANAGEMENT, LLC — crossed $500M in regulatory AUM ($441.6M -> $538.7M). IAPD ↗fund
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BENFORD CAPITAL PARTNERS MANAGEMENT, L.P. — crossed $500M in regulatory AUM ($448.2M -> $547.6M). IAPD ↗fund
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LIONHEART STRATEGIC MANAGEMENT, LLC — crossed $500M in regulatory AUM ($358.5M -> $501.5M). IAPD ↗fund
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DIVISADERO STREET CAPITAL MANAGEMENT, LP — crossed $500M in regulatory AUM ($278.3M -> $634.2M). IAPD ↗fund
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FOREST AVENUE CAPITAL MANAGEMENT LP — crossed $500M in regulatory AUM ($469.7M -> $683.0M). IAPD ↗fund
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SHORECLIFF ASSET MANAGEMENT COMPANY LLC — crossed $500M in regulatory AUM ($151.5M -> $614.0M). IAPD ↗fund
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HILLTOP SECURITIES ASSET MANAGEMENT, LLC — reported RAUM up 27% ($21.41B -> $27.23B). IAPD ↗institutional
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TOKIO MARINE ASSET MANAGEMENT (USA), LTD. — reported RAUM up 27% ($1.38B -> $1.76B). IAPD ↗institutional
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55
CERITY PARTNERS RETIREMENT PLAN ADVISORS — reported RAUM up 27% ($12.81B -> $16.22B). IAPD ↗institutional
55
BREVAN HOWARD US INVESTMENT MANAGEMENT LP — reported RAUM up 27% ($14.07B -> $17.81B). IAPD ↗institutional
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GOLDENTREE ASSET MANAGEMENT CREDIT ADVISOR LLC — reported RAUM up 40% ($668.6M -> $934.5M). IAPD ↗institutional
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NEWPOINT REAL ESTATE INVESTMENT MANAGEMENT LLC — reported RAUM up 104% ($100.0M -> $203.6M). IAPD ↗fund
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ICAPITAL REGISTERED FUND ADVISER LLC — reported RAUM up 31% ($561.6M -> $737.1M). IAPD ↗institutional
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US INNOVATIVE TECHNOLOGY CAPITAL MANAGEMENT, LLC — reported RAUM up 38% ($1.71B -> $2.37B). IAPD ↗fund
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CARLYLE GLOBAL CREDIT INVESTMENT MANAGEMENT L.L.C. — reported RAUM up 34% ($34.98B -> $46.76B). IAPD ↗fund
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FRUGAL FINANCIAL RETIREMENT PLAN SERVICES, LLC — reported RAUM up 34% ($102.0M -> $136.3M). IAPD ↗institutional
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ROCKY MOUNTAIN PRIVATE WEALTH MANAGEMENT, L.L.C. — reported RAUM up 49% ($61.6M -> $91.7M). IAPD ↗fund
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COALESCENCE PARTNERS INVESTMENT MANAGEMENT LP — reported RAUM up 32% ($156.8M -> $206.4M). IAPD ↗fund
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GOLDMAN SACHS ASSET MANAGEMENT (SINGAPORE) PTE. LTD. — reported RAUM up 210% ($4.66B -> $14.43B). IAPD ↗foreign
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FIRST SENTIER INVESTORS (IRELAND) LIMITED — reported RAUM up 199% ($9.34B -> $27.90B). IAPD ↗foreign
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VENTIRA PRIVATE WEALTH MANAGEMENT LTD. — crossed $500M in regulatory AUM ($437.3M -> $529.2M). IAPD ↗foreign
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LORNE STEINBERG WEALTH MANAGEMENT INC. — crossed $500M in regulatory AUM ($489.0M -> $592.7M). IAPD ↗foreign
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J. SAFRA SARASIN ASSET MANAGEMENT (NORTH AMERICA) LTD — crossed $500M in regulatory AUM ($335.9M -> $651.0M). IAPD ↗foreign
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ROOT CAPITAL - GESTÃO DE RECURSOS LTDA. — crossed $500M in regulatory AUM ($461.6M -> $514.3M). IAPD ↗foreign
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MANULIFE INVESTMENT MANAGEMENT (NORTH AMERICA) LIMITED — reported RAUM up 47% ($13.54B -> $19.94B). IAPD ↗foreign
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SQUADRA INVESTMENTS - GESTAO DE RECURSOS LTDA. — reported RAUM up 42% ($1.62B -> $2.31B). IAPD ↗foreign
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FOUNTAINCAP RESEARCH & INVESTMENT (HONG KONG) CO., LIMITED — reported RAUM up 44% ($1.17B -> $1.69B). IAPD ↗foreign
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HSBC GLOBAL ASSET MANAGEMENT (UK) LIMITED — reported RAUM up 35% ($119.18B -> $160.70B). IAPD ↗foreign
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GOLDMAN SACHS ASSET MANAGEMENT INTERNATIONAL — reported RAUM up 29% ($315.32B -> $405.22B). IAPD ↗foreign
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CBRE INVESTMENT MANAGEMENT INFRASTRUCTURE INC. — reported RAUM up 26% ($6.78B -> $8.57B). IAPD ↗foreign
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E FUND MANAGEMENT (HONG KONG) CO., LIMITED — reported RAUM up 27% ($11.02B -> $14.04B). IAPD ↗foreign
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NOVACAP MANAGEMENT FINANCIAL SERVICES I INC. — reported RAUM up 38% ($357.8M -> $492.2M). IAPD ↗foreign
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WHITE LIGHTHOUSE INVESTMENT MANAGEMENT S.A.R.L. — reported RAUM up 29% ($62.1M -> $80.2M). IAPD ↗foreign
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BURGESS INVESTMENT MANAGEMENT AND RESEARCH INC. — reported RAUM up 26% ($104.9M -> $132.5M). IAPD ↗foreign
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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.