Portfolio / reporting / TAMP — March 2025
Portfolio accounting, reporting, rebalancing, and TAMPs (Orion, Black Diamond, Tamarac, SMArtX).
665 firms opened this window in the March 2025 SEC roster: 371 aum up, 114 new registration, 80 aum crossed 500m, 58 aum crossed 1b, 35 pending approved, 7 wrap program started.
98
WILLS FINANCIAL GROUP, LLC — (RICHMOND, VA) is newly SEC-registered with $362.1M RAUM and 4 advisory reps. IAPD ↗
95
VORPAHL WING SECURITIES, INC. — (SPOKANE, WA) is newly SEC-registered with $107.0M RAUM and 4 advisory reps. IAPD ↗
95
PARAGON ASSET MANAGEMENT INC. — (ORINDA, CA) is newly SEC-registered with $110.7M RAUM and 1 advisory reps. IAPD ↗
95
TRIDENT ADVISORS INC — (DOYLESTOWN, PA) is newly SEC-registered with $100.1M RAUM and 2 advisory reps. IAPD ↗
95
FIRST AND MAIN FINANCIAL — (location n/a) is newly SEC-registered with $142.3M RAUM and 3 advisory reps. IAPD ↗
95
ABEL FINANCIAL MANAGEMENT CO. — (location n/a) is newly SEC-registered with $105.6M RAUM and 2 advisory reps. IAPD ↗
95
TWENTY TWENTY INVESTMENT ADVISORS, LLC — (location n/a) is newly SEC-registered with $123.4M RAUM and 3 advisory reps. IAPD ↗
95
MOORE FINANCIAL ADVISORS, LTD. — (BELMONT, MA) is newly SEC-registered with $108.9M RAUM and 3 advisory reps. IAPD ↗
95
BEANTOWN FINANCIAL ADVISORS LLC — (location n/a) is newly SEC-registered with $137.0M RAUM and 1 advisory reps. IAPD ↗
95
JMH WEALTH MANAGEMENT, LLC — (HANOVER, NH) is newly SEC-registered with $113.7M RAUM and 2 advisory reps. IAPD ↗
95
DECISION INVESTMENTS, INC. — (SAN DIEGO, CA) is newly SEC-registered with $131.8M RAUM and 2 advisory reps. IAPD ↗
95
HUNTER STREET INVESTMENT ADVISORS LLC — (APEX, NC) is newly SEC-registered with $112.0M RAUM and 8 advisory reps. IAPD ↗
95
HEPWORTH EQUITY PARTNERS, LLC — (WOLFEBORO, NH) is newly SEC-registered with $120.0M RAUM and 2 advisory reps. IAPD ↗
95
BANNERSTONE CAPITAL — (WAYZATA, MN) is newly SEC-registered with $141.1M RAUM and 3 advisory reps. IAPD ↗
95
TARHEEL ADVISORS, LLC — (GREENSBORO, NC) is newly SEC-registered with $117.6M RAUM and 2 advisory reps. IAPD ↗
95
SPARROW WEALTH MANAGEMENT — (ORLANDO, FL) is newly SEC-registered with $117.9M RAUM and 1 advisory reps. IAPD ↗
95
CORE PLANNING — (ST. LOUIS, MO) is newly SEC-registered with $62.3M RAUM and 32 advisory reps. IAPD ↗
95
WACKER & ASSOCIATES, INC. — (JACKSON, MN) is newly SEC-registered with $141.7M RAUM and 2 advisory reps. IAPD ↗
95
KASSIRA WEALTH MANAGEMENT, LLC — (location n/a) is newly SEC-registered with $107.5M RAUM and 2 advisory reps. IAPD ↗
95
ARK ADVISORS LLC — (BLOOMINGTON, IL) is newly SEC-registered with $170.3M RAUM and 2 advisory reps. IAPD ↗
95
THE SHER WEALTH MANAGEMENT GROUP — (NEEDHAM, MA) is newly SEC-registered with $129.6M RAUM and 2 advisory reps. IAPD ↗
95
REVO FINANCIAL, LLC — (location n/a) is newly SEC-registered with $118.6M RAUM and 3 advisory reps. IAPD ↗
95
STRIVUS WEALTH PARTNERS LLC — (JACKSONVILLE BEACH, FL) is newly SEC-registered with $139.3M RAUM and 3 advisory reps. IAPD ↗
95
EMERALD ASSET MANAGEMENT, INC. — (ROCKY MOUNT, NC) is newly SEC-registered with $110.4M RAUM and 1 advisory reps. IAPD ↗
95
RAI WEALTH MANAGEMENT — (PLACENTIA, CA) is newly SEC-registered with $107.7M RAUM and 3 advisory reps. IAPD ↗
95
GA PINCUS FUNDS, LLC — (location n/a) is newly SEC-registered with $57.4M RAUM and 1 advisory reps. IAPD ↗
95
DERIVE WEALTH — (PASADENA, CA) is newly SEC-registered with $112.6M RAUM and 1 advisory reps. IAPD ↗
95
VILLANOVA INVESTMENT MANAGEMENT COMPANY, LLC — (WAYNE, PA) is newly SEC-registered with $124.2M RAUM and 3 advisory reps. IAPD ↗
95
BOLT FINANCIAL GROUP, INC — (WORTHINGTON, OH) is newly SEC-registered with $107.6M RAUM and 4 advisory reps. IAPD ↗
95
LIFEPOINT PLANNING — (SCHAUMBURG, IL) is newly SEC-registered with $118.9M RAUM and 3 advisory reps. IAPD ↗
95
BENCHMARK FINANCIAL, LLC — (GREENVILLE, DE) is newly SEC-registered with $100.3M RAUM and 3 advisory reps. IAPD ↗
95
OUI FINANCIAL — (location n/a) is newly SEC-registered with $101.4M RAUM and 3 advisory reps. IAPD ↗
95
PLUS GROUP WEALTH ADVISORS, LLC — (BELGIUM, WI) is newly SEC-registered with $137.1M RAUM and 3 advisory reps. IAPD ↗
95
WRIGHT WEALTH STRATEGIES, LLC — (SAN LUIS OBISPO, CA) is newly SEC-registered with $127.6M RAUM and 1 advisory reps. IAPD ↗
95
21 WEST WEALTH MANAGEMENT LLC — (TUSTIN, CA) is newly SEC-registered with $106.9M RAUM and 2 advisory reps. IAPD ↗
95
ARBORFI ADVISORS, LLC — (ANN ARBOR, MI) is newly SEC-registered with $114.2M RAUM and 2 advisory reps. IAPD ↗
95
EUDAIMONIA WEALTH — (BUFFALO, NY) is newly SEC-registered with $28.5M RAUM and 1 advisory reps. IAPD ↗
95
OPTIMA CAPITAL MANAGEMENT — (TEMPE, AZ) is newly SEC-registered with $116.5M RAUM and 4 advisory reps. IAPD ↗
95
CORAL WEALTH MANAGEMENT, LLC — (MIAMI, FL) is newly SEC-registered with $104.1M RAUM and 1 advisory reps. IAPD ↗
95
CHESTNUT STREET INVESTMENT COUNSEL, LLC — (LANCASTER, PA) is newly SEC-registered with $104.1M RAUM and 3 advisory reps. IAPD ↗
95
HARBOR HILLS FINANCIAL ADVISORS — (MONTECITO, CA) is newly SEC-registered with $116.0M RAUM and 3 advisory reps. IAPD ↗
95
ALTAMIRA FINANCIAL GROUP, LLC — (SANTA FE, NM) is newly SEC-registered with $115.9M RAUM and 3 advisory reps. IAPD ↗
95
PLAN2THRIVE FINANCIAL — (ELDRIDGE, IA) is newly SEC-registered with $119.3M RAUM and 5 advisory reps. IAPD ↗
95
CALCULATED WEALTH — (MADISON, WI) is newly SEC-registered with $129.0M RAUM and 4 advisory reps. IAPD ↗
95
TSG ALPHA PARTNERS, LLC — (RONKONKOMA, NY) is newly SEC-registered with $74.5M RAUM and 6 advisory reps. IAPD ↗
95
VERUS WEALTH MANAGEMENT — (DE PERE, WI) is newly SEC-registered with $117.6M RAUM and 1 advisory reps. IAPD ↗
95
HOBBS WEALTH MANAGEMENT — (ZIONSVILLE, IN) is newly SEC-registered with $116.5M RAUM and 1 advisory reps. IAPD ↗
95
PLAN TO PROSPER WEALTH MANAGEMENT — (ORMOND BEACH, FL) is newly SEC-registered with $149.1M RAUM and 1 advisory reps. IAPD ↗
95
95
SOUND ADVISORY — (location n/a) is newly SEC-registered with $69.9M RAUM and 5 advisory reps. IAPD ↗
95
AVISE FINANCIAL — (LOS ANGELES, CA) is newly SEC-registered with $125.9M RAUM and 4 advisory reps. IAPD ↗
95
BALANCE WEALTH — (COLUMBUS, OH) is newly SEC-registered with $187.6M RAUM and 4 advisory reps. IAPD ↗
95
AVIATOR'S WEALTH MANAGEMENT — (location n/a) is newly SEC-registered (provisional 120-day approval) with $0 RAUM and 1 advisory reps. IAPD ↗
95
BLUE DIAMOND CAPITAL INVESTMENT ADVISORS — (PROVO, UT) is newly SEC-registered (provisional 120-day approval) with $0 RAUM and 3 advisory reps. IAPD ↗
95
ELITE WEALTH MANAGEMENT, INC. — (PLOVER, WI) is newly SEC-registered with $153.4M RAUM and 4 advisory reps. IAPD ↗
95
HONEOYE FALLS CAPITAL LLC — (HONEOYE FALLS, NY) is newly SEC-registered (provisional 120-day approval) with $0 RAUM and 2 advisory reps. IAPD ↗
95
MADRID WEALTH MANAGEMENT — (ALBUQUERQUE, NM) is newly SEC-registered with $127.3M RAUM and 2 advisory reps. IAPD ↗
95
COQUINA PRIVATE WEALTH ADVISORS — (PORT CHARLOTTE, FL) is newly SEC-registered (provisional 120-day approval) with $0 RAUM and 8 advisory reps. IAPD ↗
95
PROSPER PRIVATE WEALTH — (MESA, AZ) is newly SEC-registered with $112.7M RAUM and 3 advisory reps. IAPD ↗
95
STATERA WEALTH MANAGEMENT — (ST. GEORGE, UT) is newly SEC-registered (provisional 120-day approval) with $0 RAUM and 4 advisory reps. IAPD ↗
95
MATTERS CAPITAL LLC — (MIAMI, FL) is newly SEC-registered (provisional 120-day approval) with $0 RAUM and 2 advisory reps. IAPD ↗
95
SANTARA WEALTH MANAGEMENT LLC — (SAN DIEGO, CA) is newly SEC-registered (provisional 120-day approval) with $0 RAUM and 2 advisory reps. IAPD ↗
95
95
PARKWAY WEALTH MANAGEMENT GROUP, LLC — (PLANO, TX) is newly SEC-registered (provisional 120-day approval) with $0 RAUM and 16 advisory reps. IAPD ↗
95
BASECAMP WEALTH ADVISORS, LLC — (BELLEVUE, WA) is newly SEC-registered (provisional 120-day approval) with $0 RAUM and 4 advisory reps. IAPD ↗
95
ARGO WEALTH ADVISORY, LLC — (VIENNA, VA) is newly SEC-registered (provisional 120-day approval) with $0 RAUM and 1 advisory reps. IAPD ↗
95
ANCHOR POINT FINANCIAL — (BAKERSFIELD, CA) is newly SEC-registered (provisional 120-day approval) with $0 RAUM and 1 advisory reps. IAPD ↗
95
SYNERGY CAPITAL — (FORT COLLINS, CO) is newly SEC-registered (provisional 120-day approval) with $0 RAUM and 3 advisory reps. IAPD ↗
95
EXPATRIATE FINANCIAL STRATEGIES LLC — (location n/a) is newly SEC-registered (provisional 120-day approval) with $0 RAUM and 4 advisory reps. IAPD ↗
95
ILLUMINATE — (location n/a) is newly SEC-registered (provisional 120-day approval) with $600 RAUM and 1 advisory reps. IAPD ↗
95
CAPSTONE RIA — (BELLINGHAM, WA) is newly SEC-registered (provisional 120-day approval) with $0 RAUM and 1 advisory reps. IAPD ↗
95
PRESINT ASSET MANAGEMENT, LLC — (location n/a) is newly SEC-registered (provisional 120-day approval) with $0 RAUM and 3 advisory reps. IAPD ↗
95
STEADTRUST — (location n/a) is newly SEC-registered (provisional 120-day approval) with $0 RAUM and 1 advisory reps. IAPD ↗
95
BETTEREDGE CAPITAL LLC — (NEW YORK, NY) is newly SEC-registered with $75.0M RAUM and 1 advisory reps. IAPD ↗
95
NJORD CAPITAL, LLC — (location n/a) is newly SEC-registered (provisional 120-day approval) with $0 RAUM and 1 advisory reps. IAPD ↗
95
PERSIMMON CAPITAL MANAGEMENT — (location n/a) is newly SEC-registered (provisional 120-day approval) with $0 RAUM and 1 advisory reps. IAPD ↗
95
ARROW INVESTMENT MANAGEMENT, LLC — (NEW YORK, NY) is newly SEC-registered (provisional 120-day approval) with $0 RAUM and 3 advisory reps. IAPD ↗
95
RIVER CRESCENT ADVISORS, LLC — (SUFFOLK, VA) is newly SEC-registered (provisional 120-day approval) with $0 RAUM and 1 advisory reps. IAPD ↗
95
STORGATE, LLC — (location n/a) is newly SEC-registered (provisional 120-day approval) with $0 RAUM and 1 advisory reps. IAPD ↗
95
WILKERSON ADVISORY GROUP LLC — (COLUMBIA, MO) is newly SEC-registered (provisional 120-day approval) with $0 RAUM and 4 advisory reps. IAPD ↗
95
TRUMAN WEALTH ADVISORS — (COLUMBIA, MO) is newly SEC-registered (provisional 120-day approval) with $0 RAUM and 1 advisory reps. IAPD ↗
95
EXCELSIOR ADVISOR NETWORK LLC — (location n/a) is newly SEC-registered (provisional 120-day approval) with $0 RAUM and 1 advisory reps. IAPD ↗
95
ANGLIN INVESTMENT PARTNERS, LLC — (ATLANTA, GA) is newly SEC-registered (provisional 120-day approval) with $0 RAUM and 1 advisory reps. IAPD ↗
95
AP INVESTMENT MANAGEMENT — (MOUNTAIN VIEW, CA) is newly SEC-registered (provisional 120-day approval) with $0 RAUM and 1 advisory reps. IAPD ↗
95
BRANCHES + ROOTS INVESTMENT MANAGEMENT — (SARATOGA SPRINGS, NY) is newly SEC-registered (provisional 120-day approval) with $0 RAUM and 1 advisory reps. IAPD ↗
95
PRAESTANTIA CAPITAL, LLC — (SAN ANTONIO, TX) is newly SEC-registered (provisional 120-day approval) with $0 RAUM and 1 advisory reps. IAPD ↗
95
LIGHTCAP FINANCIAL GROUP, LLC — (SAN DIEGO, CA) is newly SEC-registered (provisional 120-day approval) with $0 RAUM and 1 advisory reps. IAPD ↗
95
BRAYPARK WEALTH MANAGEMENT — (COSTA MESA, CA) is newly SEC-registered (provisional 120-day approval) with $0 RAUM and 1 advisory reps. IAPD ↗
85
ASSOCIATED INVESTMENT SERVICES, INC. — crossed $1B in regulatory AUM ($862.6M -> $1.00B). IAPD ↗
85
FLAGSTAR ADVISORS, INC. — crossed $1B in regulatory AUM ($966.7M -> $1.16B). IAPD ↗
85
ARTHUR M. COHEN & ASSOCIATES LLC — crossed $1B in regulatory AUM ($853.0M -> $1.02B). IAPD ↗
85
TD CAPITAL MANAGEMENT LLC — crossed $1B in regulatory AUM ($971.0M -> $1.09B). IAPD ↗
85
JACOBS & COMPANY, LLC — crossed $1B in regulatory AUM ($994.0M -> $1.10B). IAPD ↗
85
HCM WEALTH ADVISORS — crossed $1B in regulatory AUM ($909.1M -> $1.08B). IAPD ↗
85
AMERICAN FINANCIAL ADVISORS INC — crossed $1B in regulatory AUM ($887.2M -> $1.04B). IAPD ↗
85
COVENANT PARTNERS, LLC — crossed $1B in regulatory AUM ($944.0M -> $1.01B). IAPD ↗
85
CONSOLIDATED PORTFOLIO REVIEW CORP — crossed $1B in regulatory AUM ($905.6M -> $1.29B). IAPD ↗
85
AMB WEALTH, LLC — crossed $1B in regulatory AUM ($848.0M -> $1.01B). IAPD ↗
85
SC&H WEALTH — crossed $1B in regulatory AUM ($908.9M -> $1.13B). IAPD ↗
85
ROBLE, BELKO AND COMPANY, INC. — crossed $1B in regulatory AUM ($953.2M -> $1.08B). IAPD ↗
85
BERKSHIRE MONEY MANAGEMENT, INC. — crossed $1B in regulatory AUM ($903.8M -> $1.08B). IAPD ↗
85
SILICON VALLEY CAPITAL PARTNERS, L.P. — crossed $1B in regulatory AUM ($860.4M -> $1.08B). IAPD ↗
85
BARON SILVER STEVENS FINANCIAL ADVISORS, LLC — crossed $1B in regulatory AUM ($866.2M -> $1.01B). IAPD ↗
85
J.J. BURNS & COMPANY — crossed $1B in regulatory AUM ($885.3M -> $1.07B). IAPD ↗
85
BARTON INVESTMENT MANAGEMENT, LLC — crossed $1B in regulatory AUM ($846.2M -> $1.00B). IAPD ↗
85
LJI WEALTH MANAGEMENT, LLC — crossed $1B in regulatory AUM ($853.2M -> $1.07B). IAPD ↗
85
PRAIRIEVIEW PARTNERS, LLC — crossed $1B in regulatory AUM ($949.0M -> $1.09B). IAPD ↗
85
ALPHA ARCHITECT — crossed $1B in regulatory AUM ($711.7M -> $7.27B). IAPD ↗
85
WELLSPRING FINANCIAL PARTNERS — crossed $1B in regulatory AUM ($832.9M -> $1.02B). IAPD ↗
85
ALLIED INVESTMENT ADVISORS LLC — crossed $1B in regulatory AUM ($911.8M -> $1.13B). IAPD ↗
85
LINDEN GLOBAL STRATEGIES LLC — crossed $1B in regulatory AUM ($746.7M -> $1.31B). IAPD ↗
85
IRONSIDES ASSET ADVISORS, LLC — crossed $1B in regulatory AUM ($827.0M -> $1.26B). IAPD ↗
85
ARCHFORD CAPITAL STRATEGIES, LLC — crossed $1B in regulatory AUM ($971.5M -> $1.28B). IAPD ↗
85
IRONVINE CAPITAL PARTNERS, LLC — crossed $1B in regulatory AUM ($942.6M -> $1.10B). IAPD ↗
85
ONE WEALTH ADVISORS, LLC — crossed $1B in regulatory AUM ($841.6M -> $1.05B). IAPD ↗
85
B.O.S.S. RETIREMENT ADVISORS, LLC — crossed $1B in regulatory AUM ($764.0M -> $1.06B). IAPD ↗
85
AUTUMN LANE ADVISORS, LLC — crossed $1B in regulatory AUM ($968.9M -> $1.06B). IAPD ↗
85
CLEVELAND WEALTH, LLC — crossed $1B in regulatory AUM ($767.8M -> $1.01B). IAPD ↗
85
LEXAURUM ADVISORS — crossed $1B in regulatory AUM ($784.2M -> $1.01B). IAPD ↗
85
STRATEGIC WEALTH GROUP — crossed $1B in regulatory AUM ($932.4M -> $1.04B). IAPD ↗
85
NORTHSTAR FIDUCIARY PARTNERS, LLC — crossed $1B in regulatory AUM ($771.7M -> $1.15B). IAPD ↗
85
HAVEN GLOBAL PARTNERS, LLC — crossed $1B in regulatory AUM ($893.6M -> $1.19B). IAPD ↗
85
PAUL R. RIED FINANCIAL GROUP, LLC — crossed $1B in regulatory AUM ($980.7M -> $1.06B). IAPD ↗
85
ELLSWORTH ADVISORS, LLC — crossed $1B in regulatory AUM ($913.6M -> $1.19B). IAPD ↗
85
CURATED WEALTH PARTNERS, LLC — crossed $1B in regulatory AUM ($966.0M -> $1.45B). IAPD ↗
85
LIVE OAK PRIVATE WEALTH, LLC — crossed $1B in regulatory AUM ($951.6M -> $1.07B). IAPD ↗
85
KWB WEALTH — crossed $1B in regulatory AUM ($853.9M -> $1.01B). IAPD ↗
85
STEPHENS CONSULTING, LLC — crossed $1B in regulatory AUM ($918.4M -> $1.07B). IAPD ↗
85
TRG INVESTMENT ADVISORS, LLC — crossed $1B in regulatory AUM ($913.0M -> $1.11B). IAPD ↗
85
QUANTUM FINANCIAL ADVISORS, LLC — crossed $1B in regulatory AUM ($972.2M -> $1.23B). IAPD ↗
85
AB2 CAPITAL PARTNERS LLC — crossed $1B in regulatory AUM ($947.9M -> $1.02B). IAPD ↗
85
LRI INVESTMENTS — crossed $1B in regulatory AUM ($932.9M -> $1.13B). IAPD ↗
85
THE NORDEN GROUP LLC — crossed $1B in regulatory AUM ($987.2M -> $1.74B). IAPD ↗
85
PORTSIDE WEALTH GROUP, LLC — crossed $1B in regulatory AUM ($884.8M -> $1.13B). IAPD ↗
85
DIVERSIFY WEALTH MANAGEMENT, LLC — crossed $1B in regulatory AUM ($458.1M -> $2.29B). IAPD ↗
75
CFM ADVISORS INC — reported RAUM up 100% ($1.75B -> $3.49B). IAPD ↗
75
WGI DM, LLC — 's provisional registration is now fully approved. IAPD ↗
73
KEYSTONE GLOBAL PARTNERS LLC — reported RAUM up 100% ($212.7M -> $424.5M). IAPD ↗
73
6TH STREET ADVISORS, LLC — reported RAUM up 145% ($110.7M -> $270.8M). IAPD ↗
73
KIRTLAND HILLS CAPITAL MANAGEMENT, LLC — reported RAUM up 104% ($152.2M -> $310.3M). IAPD ↗
73
GUERRA WEALTH ADVISORS — reported RAUM up 87% ($139.0M -> $260.0M). IAPD ↗
73
BALLINA CAPITAL, LLC — reported RAUM up 194% ($111.9M -> $329.4M). IAPD ↗
73
CORDIS FINANCIAL, LLC — reported RAUM up 75% ($181.3M -> $317.6M). IAPD ↗
73
DURATION ASSET MANAGEMENT, LLC — reported RAUM up 174% ($170.8M -> $467.3M). IAPD ↗
73
GUIDED CAPITAL WEALTH MANAGEMENT, LLC — reported RAUM up 124% ($111.6M -> $250.2M). IAPD ↗
73
DISCIPLINE WEALTH SOLUTIONS, INC. — reported RAUM up 240% ($93.0M -> $316.3M). IAPD ↗
73
AMERITY WEALTH MANAGEMENT, LLC — reported RAUM up 97% ($141.0M -> $277.3M). IAPD ↗
73
ROSSBY FINANCIAL, LLC — reported RAUM up 234% ($107.3M -> $358.6M). IAPD ↗
73
ORCHID ADVISORY — reported RAUM up 114% ($124.7M -> $266.2M). IAPD ↗
73
CAPITAL A WEALTH MANAGEMENT — reported RAUM up 176% ($149.2M -> $412.3M). IAPD ↗
73
MKT AND ASSOCIATES LLC — reported RAUM up 144% ($113.0M -> $275.5M). IAPD ↗
73
ARC ADVISORY LLC — reported RAUM up 307% ($108.2M -> $440.5M). IAPD ↗
73
HEWELL FINANCIAL GROUP, INC. — reported RAUM up 4115% ($6.8M -> $285.6M). IAPD ↗
73
SPARTAN WEALTH MANAGEMENT — 's provisional registration is now fully approved. IAPD ↗
73
INDIVISIBLE PARTNERS — 's provisional registration is now fully approved. IAPD ↗
73
1808 CAPITAL PARTNERS — 's provisional registration is now fully approved. IAPD ↗
73
FPNAVIGATORS — 's provisional registration is now fully approved. IAPD ↗
73
PITCAIRN WEALTH ADVISORS LLC — 's provisional registration is now fully approved. IAPD ↗
73
CHICAGO OAKBROOK FINANCIAL GROUP — 's provisional registration is now fully approved. IAPD ↗
73
HEWELL FINANCIAL GROUP, INC. — 's provisional registration is now fully approved. IAPD ↗
73
PIEDMONT WEALTH ADVISORY — 's provisional registration is now fully approved. IAPD ↗
72
COOPER MCMANUS — reported RAUM up 63% ($1.58B -> $2.56B). IAPD ↗
72
BEAR CREEK ASSET MANAGEMENT, LLC — reported RAUM up 61% ($4.64B -> $7.46B). IAPD ↗
71
KIKER WEALTH MANAGEMENT, LLC — reported RAUM up 66% ($161.5M -> $268.6M). IAPD ↗
71
DAYMARK WEALTH PARTNERS, LLC — reported RAUM up 57% ($2.50B -> $3.94B). IAPD ↗
70
RICHARDS MERRILL WEALTH MANAGEMENT — crossed $500M in regulatory AUM ($395.8M -> $514.5M). IAPD ↗
70
WEDGEWOOD PARTNERS, INC. — crossed $500M in regulatory AUM ($464.6M -> $539.7M). IAPD ↗
70
FISCHER FINANCIAL SERVICES INC — crossed $500M in regulatory AUM ($487.9M -> $564.6M). IAPD ↗
70
FRIEDLANDER & CO INC — crossed $500M in regulatory AUM ($453.0M -> $502.8M). IAPD ↗
70
OGOREK WEALTH MANAGEMENT, LLC — crossed $500M in regulatory AUM ($468.8M -> $525.3M). IAPD ↗
70
M. KRAUS & COMPANY — crossed $500M in regulatory AUM ($494.2M -> $523.5M). IAPD ↗
70
NORTHWEST FINANCIAL SERVICES INC — crossed $500M in regulatory AUM ($482.3M -> $551.4M). IAPD ↗
70
DHJJ FINANCIAL ADVISORS — crossed $500M in regulatory AUM ($463.9M -> $543.5M). IAPD ↗
70
RIGGS ASSET MANAGEMENT CO INC — crossed $500M in regulatory AUM ($448.8M -> $522.5M). IAPD ↗
70
TINGEY ADVISORS INC — crossed $500M in regulatory AUM ($421.3M -> $619.0M). IAPD ↗
70
BRIGHT FINANCIAL ADVISORS, INC. — crossed $500M in regulatory AUM ($489.2M -> $570.1M). IAPD ↗
70
SK WEALTH MANAGEMENT, LLC — crossed $500M in regulatory AUM ($429.2M -> $555.3M). IAPD ↗
70
LANDMARK WEALTH MANAGEMENT — crossed $500M in regulatory AUM ($470.9M -> $615.9M). IAPD ↗
70
NICOLLET INVESTMENT MANAGEMENT, INC. — crossed $500M in regulatory AUM ($477.0M -> $526.7M). IAPD ↗
70
CARL STUART INVESTMENT ADVISOR, INC. — crossed $500M in regulatory AUM ($468.4M -> $515.2M). IAPD ↗
70
EAST END FINANCIAL GROUP, INC. — crossed $500M in regulatory AUM ($497.8M -> $579.2M). IAPD ↗
70
JOHN A. WOLFE & ASSOCIATES, INC. — crossed $500M in regulatory AUM ($498.4M -> $534.7M). IAPD ↗
70
COLORADO CAPITAL MANAGEMENT — crossed $500M in regulatory AUM ($499.9M -> $560.3M). IAPD ↗
70
PINNACLE FINANCIAL GROUP LLC — crossed $500M in regulatory AUM ($499.7M -> $571.0M). IAPD ↗
70
WP ADVISORS, LLC — crossed $500M in regulatory AUM ($431.2M -> $505.7M). IAPD ↗
70
PROVIDENCE FINANCIAL ADVISORS, LLC — crossed $500M in regulatory AUM ($412.2M -> $544.5M). IAPD ↗
70
GSB WEALTH MANAGEMENT, LLC — crossed $500M in regulatory AUM ($475.0M -> $540.4M). IAPD ↗
70
COMPREHENSIVE FINANCIAL CONSULTANTS INSTITUTIONAL, INC. — crossed $500M in regulatory AUM ($432.4M -> $515.1M). IAPD ↗
70
ALLEN WEALTH MANAGEMENT, LLC — crossed $500M in regulatory AUM ($478.5M -> $553.9M). IAPD ↗
70
THE LEGACY FINANCIAL GROUP, INC. — crossed $500M in regulatory AUM ($419.6M -> $513.6M). IAPD ↗
70
TIMBER CREEK CAPITAL MANAGEMENT, LLC — crossed $500M in regulatory AUM ($483.2M -> $549.2M). IAPD ↗
70
IRONWOOD FINANCIAL, LLC — crossed $500M in regulatory AUM ($456.5M -> $574.9M). IAPD ↗
70
SANDY COVE ADVISORS, LLC — crossed $500M in regulatory AUM ($486.4M -> $581.7M). IAPD ↗
70
MOSS, LUSE & WOMBLE, LLC — crossed $500M in regulatory AUM ($435.6M -> $595.2M). IAPD ↗
70
COVENANT WEALTH ADVISORS — crossed $500M in regulatory AUM ($496.3M -> $653.0M). IAPD ↗
70
NEW HARBOR FINANCIAL GROUP, LLC — crossed $500M in regulatory AUM ($495.5M -> $576.9M). IAPD ↗
70
BOSTON STANDARD WEALTH MANAGEMENT, LLC — crossed $500M in regulatory AUM ($451.5M -> $549.5M). IAPD ↗
70
HAPANOWICZ FINANCIAL — crossed $500M in regulatory AUM ($497.4M -> $574.7M). IAPD ↗
70
CARSONALLARIA WEALTH MANAGEMENT, LTD. — crossed $500M in regulatory AUM ($469.8M -> $567.5M). IAPD ↗
70
NORTHWEST QUADRANT WEALTH MANAGEMENT — crossed $500M in regulatory AUM ($453.9M -> $534.0M). IAPD ↗
70
ASPEN WEALTH MANAGEMENT — crossed $500M in regulatory AUM ($368.4M -> $509.6M). IAPD ↗
70
SAGEGUARD FINANCIAL GROUP, LLC — crossed $500M in regulatory AUM ($377.9M -> $607.7M). IAPD ↗
70
BCU WEALTH ADVISORS, LLC — crossed $500M in regulatory AUM ($449.9M -> $535.0M). IAPD ↗
70
ALJIAN CAPITAL MANAGEMENT — crossed $500M in regulatory AUM ($446.4M -> $575.8M). IAPD ↗
70
COOK WEALTH, LLC — crossed $500M in regulatory AUM ($475.0M -> $529.4M). IAPD ↗
70
CLARE MARKET INVESTMENTS, LLC — crossed $500M in regulatory AUM ($432.6M -> $556.0M). IAPD ↗
70
SUNPOINTE INVESTMENTS — crossed $500M in regulatory AUM ($369.1M -> $559.2M). IAPD ↗
70
HILLTOP WEALTH ADVISORS, LLC — crossed $500M in regulatory AUM ($432.7M -> $502.8M). IAPD ↗
70
HIGHLINE WEALTH PARTNERS — crossed $500M in regulatory AUM ($493.7M -> $665.6M). IAPD ↗
70
TEMPUS WEALTH PLANNING, LLC — crossed $500M in regulatory AUM ($400.5M -> $506.5M). IAPD ↗
70
KEEL WEALTH MANAGEMENT, LLC — crossed $500M in regulatory AUM ($449.0M -> $557.1M). IAPD ↗
70
RELIANT WEALTH PLANNING, LLC — crossed $500M in regulatory AUM ($469.1M -> $520.6M). IAPD ↗
70
COLUMBUS MACRO, LLC — crossed $500M in regulatory AUM ($277.3M -> $777.3M). IAPD ↗
70
ALTUS WEALTH GROUP, LLC — crossed $500M in regulatory AUM ($445.0M -> $572.6M). IAPD ↗
70
LIFEWORKS ADVISORS, LLC — crossed $500M in regulatory AUM ($421.8M -> $742.3M). IAPD ↗
70
INLET PRIVATE WEALTH, LLC — crossed $500M in regulatory AUM ($467.2M -> $554.9M). IAPD ↗
70
SANDBOX FINANCIAL PARTNERS, LLC — crossed $500M in regulatory AUM ($463.7M -> $575.2M). IAPD ↗
70
VALTINSON BRUNER FINANCIAL PLANNING — crossed $500M in regulatory AUM ($478.1M -> $603.7M). IAPD ↗
70
WEALTHBRIDGE CAPITAL MANAGEMENT, LLC — crossed $500M in regulatory AUM ($467.8M -> $599.0M). IAPD ↗
70
SKYOAK WEALTH — crossed $500M in regulatory AUM ($497.0M -> $601.4M). IAPD ↗
70
MATTERN WEALTH MANAGEMENT LLC — crossed $500M in regulatory AUM ($481.6M -> $533.7M). IAPD ↗
70
LGG FINANCIAL — crossed $500M in regulatory AUM ($492.7M -> $525.2M). IAPD ↗
70
SAFEGUARD WEALTH MANAGEMENT — crossed $500M in regulatory AUM ($338.5M -> $601.0M). IAPD ↗
70
GREY FOX WEALTH ADVISORS, LLC — crossed $500M in regulatory AUM ($382.6M -> $544.1M). IAPD ↗
70
LEVERTY FINANCIAL GROUP, LLC — crossed $500M in regulatory AUM ($481.3M -> $567.4M). IAPD ↗
70
PROALTUS USA — crossed $500M in regulatory AUM ($406.3M -> $505.8M). IAPD ↗
70
LONG RUN WEALTH ADVISORS, LLC — crossed $500M in regulatory AUM ($442.0M -> $514.2M). IAPD ↗
70
FOURPATH CAPITAL MANAGEMENT, LLC — crossed $500M in regulatory AUM ($470.1M -> $931.1M). IAPD ↗
70
EMPOWER FINANCIAL ADVISORY, LLC — crossed $500M in regulatory AUM ($411.7M -> $535.0M). IAPD ↗
70
INNOVATIVE WEALTH BUILDING LLC — crossed $500M in regulatory AUM ($418.7M -> $525.0M). IAPD ↗
70
STRONG TOWER ADVISORY SERVICES — crossed $500M in regulatory AUM ($427.5M -> $654.5M). IAPD ↗
70
PRESILIUM PRIVATE WEALTH, LLC — crossed $500M in regulatory AUM ($442.9M -> $554.2M). IAPD ↗
70
UPTICK PARTNERS, LLC — crossed $500M in regulatory AUM ($398.6M -> $688.1M). IAPD ↗
70
GILLILAND JETER WEALTH MANAGEMENT, LLC — crossed $500M in regulatory AUM ($454.5M -> $505.3M). IAPD ↗
70
THE SALVETTI GROUP — crossed $500M in regulatory AUM ($487.2M -> $607.2M). IAPD ↗
70
GREAT HILL CAPITAL, LLC — crossed $500M in regulatory AUM ($341.0M -> $631.8M). IAPD ↗
70
ADVANTAGE RETIREMENT GROUP — crossed $500M in regulatory AUM ($459.0M -> $518.3M). IAPD ↗
70
FAIRVOY PRIVATE WEALTH, LLC — crossed $500M in regulatory AUM ($460.2M -> $513.2M). IAPD ↗
70
COSTELLO ASSET MANAGEMENT, INC. — reported RAUM up 63% ($212.9M -> $347.9M). IAPD ↗
70
POINCIANA ADVISORS GROUP, LLC — reported RAUM up 60% ($210.1M -> $336.3M). IAPD ↗
70
ASSET STRATEGY ADVISORS, LLC — reported RAUM up 65% ($557.0M -> $917.8M). IAPD ↗
70
OPTIMUS CAPITAL ADVISORS, LLC — reported RAUM up 90% ($129.1M -> $245.1M). IAPD ↗
70
SAGE MOUNTAIN ADVISORS, LLC — reported RAUM up 54% ($2.19B -> $3.36B). IAPD ↗
70
BERGER FINANCIAL GROUP — reported RAUM up 51% ($1.66B -> $2.50B). IAPD ↗
70
TRU INDEPENDENCE ASSET MANAGEMENT 2, LLC — reported RAUM up 85% ($117.2M -> $217.1M). IAPD ↗
70
OLISTICO WEALTH, LLC — reported RAUM up 61% ($201.8M -> $325.8M). IAPD ↗
70
MONTHIE WEALTH ADVISORS — reported RAUM up 88% ($29.4M -> $55.3M). IAPD ↗
70
HERITAGE OAK WEALTH ADVISORS — reported RAUM up 63% ($177.8M -> $289.9M). IAPD ↗
70
CATALYST WEALTH MANAGEMENT LLC — reported RAUM up 132% ($20.6M -> $47.7M). IAPD ↗
70
CORNERSTONE ALTERNATIVES — reported RAUM up 76% ($103.3M -> $181.4M). IAPD ↗
70
WHITWELL ADVISORS — reported RAUM up 103% ($55.4M -> $112.6M). IAPD ↗
70
RAINIER FAMILY WEALTH, INC. — reported RAUM up 122% ($107.2M -> $237.7M). IAPD ↗
70
PARK SQUARE FINANCIAL GROUP LLC — reported RAUM up 93% ($107.8M -> $208.2M). IAPD ↗
70
RIVERBEND WEALTH MANAGEMENT, LLC — 's provisional registration is now fully approved. IAPD ↗
70
MUNIFI, LLC — 's provisional registration is now fully approved. IAPD ↗
70
WHITWELL ADVISORS — 's provisional registration is now fully approved. IAPD ↗
70
PLUM POINTE WEALTH MANAGEMENT — 's provisional registration is now fully approved. IAPD ↗
70
STONEHAVEN WEALTH & TAX SOLUTIONS — 's provisional registration is now fully approved. IAPD ↗
70
THE LIFE WEALTH GROUP — 's provisional registration is now fully approved. IAPD ↗
70
LOOMIS CAPITAL MANAGEMENT — 's provisional registration is now fully approved. IAPD ↗
70
CATOCTIN RIDGE WEALTH PARTNER — 's provisional registration is now fully approved. IAPD ↗
70
GEN INVEST LLC — 's provisional registration is now fully approved. IAPD ↗
70
WEALTH INTELLIGENCE, LLC — 's provisional registration is now fully approved. IAPD ↗
70
TRITONPOINT PARTNERS, LLC — 's provisional registration is now fully approved. IAPD ↗
70
WALLEYE PARTNERS LLC — 's provisional registration is now fully approved. IAPD ↗
69
GREENWOOD GEARHART INC. — reported RAUM up 48% ($1.11B -> $1.64B). IAPD ↗
69
MERIT FINANCIAL ADVISORS — reported RAUM up 46% ($7.25B -> $10.58B). IAPD ↗
69
DIVERSIFI CAPITAL LLC — reported RAUM up 59% ($287.6M -> $456.9M). IAPD ↗
69
MANUKA FINANCIAL — reported RAUM up 72% ($109.2M -> $187.5M). IAPD ↗
69
PROSPERA CAPITAL MANAGEMENT, LLC — reported RAUM up 56% ($188.2M -> $292.7M). IAPD ↗
68
ELTEKON ADVISORS, LLC. — reported RAUM up 50% ($200.0M -> $300.0M). IAPD ↗
68
SAX WEALTH ADVISORS, LLC — reported RAUM up 40% ($1.74B -> $2.44B). IAPD ↗
68
SCHEAR INVESTMENT ADVISERS, LLC — reported RAUM up 70% ($139.5M -> $236.6M). IAPD ↗
68
TRAJAN WEALTH, L.L.C. — reported RAUM up 44% ($1.37B -> $1.97B). IAPD ↗
68
INSIGHT INVESTMENT COUNSEL — reported RAUM up 69% ($136.3M -> $230.0M). IAPD ↗
68
VISION RETIREMENT — reported RAUM up 69% ($142.1M -> $240.5M). IAPD ↗
68
ROOSEVELT CAPITAL MANAGEMENT LLC — reported RAUM up 52% ($202.3M -> $306.5M). IAPD ↗
68
GOLDEN RESERVE RETIREMENT, LLC — reported RAUM up 55% ($201.1M -> $310.9M). IAPD ↗
68
OPENAIR FINANCIAL, LLC — reported RAUM up 53% ($183.0M -> $280.8M). IAPD ↗
68
FEFA FINANCIAL — reported RAUM up 54% ($191.4M -> $294.8M). IAPD ↗
68
BLALOCK WILLIAMS, LLC — reported RAUM up 67% ($105.5M -> $176.2M). IAPD ↗
67
JDH WEALTH MANAGEMENT, LLC — reported RAUM up 49% ($323.4M -> $483.1M). IAPD ↗
67
RADEMACHER FINANCIAL, INC. — reported RAUM up 46% ($180.5M -> $262.9M). IAPD ↗
67
THE CAPITAL ADVISORY GROUP ADVISORY SERVICES, LLC — reported RAUM up 45% ($277.1M -> $402.8M). IAPD ↗
67
SECURE ASSET MANAGEMENT, L.L.C. — reported RAUM up 48% ($599.6M -> $890.0M). IAPD ↗
67
KINGSVIEW WEALTH MANAGEMENT, LLC — reported RAUM up 39% ($4.85B -> $6.75B). IAPD ↗
67
ETESIAN WEALTH ADVISORS, INC. — reported RAUM up 50% ($284.7M -> $426.8M). IAPD ↗
67
ZANETTI FINANCIAL, LLC — reported RAUM up 46% ($276.4M -> $404.5M). IAPD ↗
67
KDT ADVISORS, LLC — reported RAUM up 60% ($143.3M -> $229.8M). IAPD ↗
67
TEAM HEWINS, LLC — reported RAUM up 37% ($2.50B -> $3.43B). IAPD ↗
67
OATH PLANNING, LLC — reported RAUM up 62% ($123.5M -> $200.6M). IAPD ↗
67
THRIVE RETIREMENT SPECIALISTS — reported RAUM up 63% ($128.3M -> $209.5M). IAPD ↗
67
NORTHBRIDGE FINANCIAL GROUP, LLC — reported RAUM up 46% ($209.3M -> $305.6M). IAPD ↗
67
CORNERSTONE PORTFOLIO RESEARCH — reported RAUM up 37% ($1.35B -> $1.85B). IAPD ↗
67
FIAT WEALTH MANAGEMENT — reported RAUM up 46% ($254.6M -> $370.6M). IAPD ↗
67
NEW WAVE WEALTH ADVISORS — reported RAUM up 46% ($215.3M -> $315.0M). IAPD ↗
66
REAVES ASSET MANAGEMENT — reported RAUM up 33% ($3.07B -> $4.09B). IAPD ↗
66
SCOTT MARSH FINANCIAL, LLC — reported RAUM up 56% ($147.2M -> $230.0M). IAPD ↗
66
SCS CAPITAL MANAGEMENT LLC — reported RAUM up 31% ($30.19B -> $39.64B). IAPD ↗
66
INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC — reported RAUM up 31% ($1.69B -> $2.21B). IAPD ↗
66
VICTRIX INVESTMENT ADVISORS — reported RAUM up 45% ($180.6M -> $261.4M). IAPD ↗
66
JOHNSON BRUNETTI — reported RAUM up 33% ($1.58B -> $2.11B). IAPD ↗
66
BANKERS LIFE ADVISORY SERVICES, INC. — reported RAUM up 31% ($1.49B -> $1.94B). IAPD ↗
66
401K INVESTMENT PROFESSIONALS — reported RAUM up 45% ($215.0M -> $311.0M). IAPD ↗
66
BUCKET LIST WEALTH MANAGEMENT, LLC — reported RAUM up 56% ($104.5M -> $162.6M). IAPD ↗
66
AVESTAR CAPITAL, LLC — reported RAUM up 34% ($1.14B -> $1.53B). IAPD ↗
66
WHARTON MIDMARKET INVESTMENT ADVISORS INC — reported RAUM up 58% ($140.7M -> $222.4M). IAPD ↗
66
SAGACE WEALTH MANAGEMENT — reported RAUM up 56% ($100.4M -> $156.5M). IAPD ↗
66
EDGEROCK WEALTH MANAGEMENT — reported RAUM up 45% ($325.1M -> $470.5M). IAPD ↗
66
ROOTED WEALTH ADVISORS — reported RAUM up 43% ($223.0M -> $318.3M). IAPD ↗
66
HOXTON PLANNING & MANAGEMENT, LLC — reported RAUM up 41% ($348.4M -> $491.6M). IAPD ↗
66
FAMILY WEALTH PLANNING PARTNERS — reported RAUM up 44% ($217.8M -> $313.5M). IAPD ↗
66
MOKAN WEALTH MANAGEMENT — reported RAUM up 58% ($110.4M -> $174.7M). IAPD ↗
65
CITIZENS SECURITIES, INC. — reported RAUM up 26% ($7.31B -> $9.19B). IAPD ↗
65
TRANSAMERICA RETIREMENT ADVISORS, LLC — reported RAUM up 27% ($12.68B -> $16.16B). IAPD ↗
65
MOWERY & SCHOENFELD WEALTH MANAGEMENT, LLC — reported RAUM up 36% ($286.7M -> $389.2M). IAPD ↗
65
CHESAPEAKE FINANCIAL ADVISORS — reported RAUM up 37% ($192.5M -> $263.7M). IAPD ↗
65
WATTS GWILLIAM & COMPANY, LLC — reported RAUM up 35% ($604.6M -> $818.9M). IAPD ↗
65
CLUTTERBUCK CAPITAL MANAGEMENT LLC — reported RAUM up 53% ($144.6M -> $221.4M). IAPD ↗
65
GUNDERSON CAPITAL MANAGEMENT — reported RAUM up 38% ($227.7M -> $315.3M). IAPD ↗
65
EVEREST MANAGEMENT CORP. — reported RAUM up 38% ($222.4M -> $307.0M). IAPD ↗
65
AVIOR WEALTH MANAGEMENT, LLC — reported RAUM up 28% ($3.99B -> $5.08B). IAPD ↗
65
SPLIT ROCK PRIVATE TRADING AND WEALTH MANAGEMENT LLC — reported RAUM up 38% ($224.5M -> $308.7M). IAPD ↗
65
HALL CAPITAL, LLC — reported RAUM up 53% ($107.3M -> $164.0M). IAPD ↗
65
BLACKHAWK CAPITAL PARTNERS, LLC — reported RAUM up 38% ($244.1M -> $336.4M). IAPD ↗
65
POST OAK PRIVATE WEALTH ADVISORS — reported RAUM up 38% ($204.5M -> $282.0M). IAPD ↗
65
GOVERNMENT PORTFOLIO ADVISORS LLC — reported RAUM up 26% ($20.48B -> $25.90B). IAPD ↗
65
RFG WEALTH ADVISORY — reported RAUM up 36% ($273.1M -> $371.3M). IAPD ↗
65
SVRN ASSET MANAGEMENT, LLC — reported RAUM up 54% ($137.9M -> $211.9M). IAPD ↗
65
ALTRAVUE CAPITAL, LLC — reported RAUM up 26% ($1.12B -> $1.41B). IAPD ↗
65
MCCAY WEALTH ADVISORY LLC — reported RAUM up 35% ($284.4M -> $384.6M). IAPD ↗
65
SIEBERT ADVISORNXT, LLC. — reported RAUM up 35% ($212.6M -> $287.6M). IAPD ↗
65
CHICAGO CAPITAL, LLC — reported RAUM up 27% ($3.53B -> $4.48B). IAPD ↗
65
KMG FIDUCIARY PARTNERS, LLC — reported RAUM up 27% ($1.26B -> $1.60B). IAPD ↗
65
CAVU WEALTH MANAGEMENT — reported RAUM up 53% ($114.5M -> $175.0M). IAPD ↗
65
INVESTMENT PLANNING ADVISORS — reported RAUM up 39% ($240.4M -> $334.1M). IAPD ↗
65
LEGACY WEALTH MANAGEMENT, LLC — reported RAUM up 38% ($304.9M -> $421.1M). IAPD ↗
65
BROWNLEE WEALTH MANAGEMENT — reported RAUM up 40% ($212.0M -> $295.8M). IAPD ↗
65
RISE ADVISORS, LLC — reported RAUM up 36% ($250.1M -> $340.9M). IAPD ↗
65
CHOKSHI & QUEEN WEALTH ADVISORS — reported RAUM up 52% ($148.5M -> $226.1M). IAPD ↗
65
HAMILTON CAPITAL PARTNERS, LLC — reported RAUM up 40% ($215.9M -> $301.2M). IAPD ↗
65
36 NORTH CAPITAL MANAGEMENT, LLC — reported RAUM up 30% ($1.81B -> $2.35B). IAPD ↗
65
INVICTUS PRIVATE WEALTH, LLC — reported RAUM up 26% ($1.07B -> $1.35B). IAPD ↗
65
MAINSAIL FINANCIAL GROUP — reported RAUM up 40% ($191.6M -> $268.2M). IAPD ↗
65
ZENITH WEALTH ADVISORS — reported RAUM up 36% ($223.6M -> $303.0M). IAPD ↗
65
COMPOUND GLOBAL ADVISORS, LLC — reported RAUM up 36% ($599.4M -> $813.0M). IAPD ↗
65
TIDEMARK, LLC — reported RAUM up 38% ($250.5M -> $344.6M). IAPD ↗
64
ADDIS & HILL, INCORPORATED — reported RAUM up 49% ($147.3M -> $218.9M). IAPD ↗
64
JOHNSON WEALTH MANAGEMENT, LLC — reported RAUM up 30% ($196.9M -> $256.9M). IAPD ↗
64
OLD MISSION INVESTMENT COMPANY, LLC — reported RAUM up 31% ($679.5M -> $890.8M). IAPD ↗
64
PRIMETRUST ADVISORS LLC — reported RAUM up 32% ($299.0M -> $394.5M). IAPD ↗
64
REGISTER FINANCIAL ADVISORS, LLC — reported RAUM up 34% ($296.1M -> $396.9M). IAPD ↗
64
LONESTAR REGISTERED INVESTMENT ADVISORS, PLLC — reported RAUM up 45% ($113.0M -> $164.2M). IAPD ↗
64
TONY WALKER FINANCIAL — reported RAUM up 31% ($239.3M -> $312.8M). IAPD ↗
64
ARCHER INVESTMENT MANAGEMENT — reported RAUM up 35% ($229.6M -> $308.9M). IAPD ↗
64
MATTSON FINANCIAL SERVICES, LLC — reported RAUM up 31% ($295.6M -> $387.0M). IAPD ↗
64
CLADIS INVESTMENT ADVISORY LLC — reported RAUM up 48% ($139.9M -> $206.6M). IAPD ↗
64
XCEL WEALTH MANAGEMENT, LLC — reported RAUM up 33% ($343.4M -> $457.6M). IAPD ↗
64
LANE HIPPLE - WEALTH MANAGEMENT GROUP — reported RAUM up 33% ($313.9M -> $418.5M). IAPD ↗
64
MONTGOMERY FINANCIAL — reported RAUM up 48% ($112.9M -> $167.0M). IAPD ↗
64
BENTLEY FINANCIAL GROUP — reported RAUM up 34% ($240.0M -> $321.0M). IAPD ↗
64
CFG RETIREMENT — reported RAUM up 47% ($123.4M -> $181.8M). IAPD ↗
64
LEADING EDGE FINANCIAL PLANNING LLC — reported RAUM up 32% ($273.7M -> $360.2M). IAPD ↗
64
IRONBRIDGE PRIVATE WEALTH, LLC — reported RAUM up 31% ($239.5M -> $314.8M). IAPD ↗
64
LIONSHEAD WEALTH MANAGEMENT, LLC — reported RAUM up 46% ($139.7M -> $203.7M). IAPD ↗
64
NEW WORLD ADVISORS LLC — reported RAUM up 32% ($548.6M -> $722.8M). IAPD ↗
64
WEALTHSPAN PARTNERS, LLC — reported RAUM up 34% ($282.5M -> $378.8M). IAPD ↗
64
ABLE WEALTH MANAGEMENT LLC — reported RAUM up 32% ($244.4M -> $322.1M). IAPD ↗
64
HEMMING& WEALTH MANAGEMENT, INC. — reported RAUM up 33% ($190.5M -> $253.1M). IAPD ↗
64
LEVEL WEALTH MANAGEMENT LLC — reported RAUM up 46% ($124.3M -> $181.7M). IAPD ↗
64
KAUFMAN ROSSIN WEALTH, LLC — reported RAUM up 35% ($224.8M -> $302.9M). IAPD ↗
64
THEORY FINANCIAL — reported RAUM up 33% ($212.4M -> $282.8M). IAPD ↗
64
NORTHSTAR ADVISORY GROUP, LLC — reported RAUM up 32% ($253.1M -> $334.4M). IAPD ↗
64
THREE CORD TRUE WEALTH MANAGEMENT, LLC — reported RAUM up 32% ($191.2M -> $252.2M). IAPD ↗
64
HF ADVISORY GROUP, LLC — reported RAUM up 32% ($189.1M -> $250.4M). IAPD ↗
64
CODEX CAPITAL ASSET MANAGEMENT, L.L.C. — reported RAUM up 32% ($195.5M -> $258.1M). IAPD ↗
64
MASSO TORRENCE WEALTH MANAGEMENT INC. — reported RAUM up 31% ($248.5M -> $326.5M). IAPD ↗
64
ELITE RETIREMENT GROUP — reported RAUM up 46% ($115.2M -> $168.4M). IAPD ↗
64
VIRTUS FINANCIAL PARTNERS — reported RAUM up 45% ($77.6M -> $112.9M). IAPD ↗
64
GUIDANCE CAPITAL, INC. — reported RAUM up 33% ($288.3M -> $384.2M). IAPD ↗
64
FREEDOM FIDUCIARIES LLC — reported RAUM up 32% ($331.6M -> $437.6M). IAPD ↗
63
GRAHAM, BORDELON, GOLSON & GILBERT, INC. — reported RAUM up 29% ($291.6M -> $375.0M). IAPD ↗
63
RBF WEALTH ADVISORS — reported RAUM up 25% ($517.5M -> $647.7M). IAPD ↗
63
DARROW WEALTH MANAGEMENT — reported RAUM up 26% ($245.5M -> $308.1M). IAPD ↗
63
WINANS INVESTMENTS — reported RAUM up 28% ($258.2M -> $330.1M). IAPD ↗
63
CHERRY CREEK INVESTMENT ADVISORS INC — reported RAUM up 26% ($245.1M -> $308.9M). IAPD ↗
63
JAMISON PRIVATE WEALTH MANAGEMENT, INC. — reported RAUM up 28% ($665.8M -> $851.3M). IAPD ↗
63
HALTER FERGUSON FINANCIAL INC — reported RAUM up 29% ($378.2M -> $487.8M). IAPD ↗
63
MEADOWBROOK WEALTH MANAGEMENT, LLC — reported RAUM up 40% ($61.4M -> $86.2M). IAPD ↗
63
OMC FINANCIAL SERVICES LTD — reported RAUM up 27% ($225.7M -> $286.8M). IAPD ↗
63
SUMMA CORP. — reported RAUM up 27% ($361.6M -> $458.9M). IAPD ↗
63
DEMARS FINANCIAL GROUP LLC — reported RAUM up 25% ($232.4M -> $291.3M). IAPD ↗
63
HAGER INVESTMENT MANAGEMENT SERVICES, LLC — reported RAUM up 42% ($133.0M -> $189.4M). IAPD ↗
63
VOISARD ASSET MANAGEMENT GROUP — reported RAUM up 29% ($379.8M -> $490.2M). IAPD ↗
63
ALTAMONT CAPITAL MANAGEMENT — reported RAUM up 26% ($272.2M -> $341.8M). IAPD ↗
63
HORTER INVESTMENT MANAGEMENT, LLC — reported RAUM up 30% ($214.1M -> $278.0M). IAPD ↗
63
COMPASS PLANNING ASSOCIATES, INC. — reported RAUM up 44% ($138.8M -> $199.5M). IAPD ↗
63
INVESTOLOGY INC. — reported RAUM up 45% ($138.0M -> $200.0M). IAPD ↗
63
WEAVER CAPITAL MANAGEMENT, LLC — reported RAUM up 29% ($336.8M -> $434.1M). IAPD ↗
63
LOGIC CAPITAL MANAGEMENT, LLC — reported RAUM up 30% ($294.1M -> $381.2M). IAPD ↗
63
AZZENDO WEALTH ADVISORS — reported RAUM up 26% ($212.5M -> $268.0M). IAPD ↗
63
FREEDOM ADVISORY — reported RAUM up 26% ($554.3M -> $697.8M). IAPD ↗
63
GUIDANCE POINT ADVISORS, LLC — reported RAUM up 25% ($393.4M -> $492.4M). IAPD ↗
63
MINICHMACGREGOR WEALTH MANAGEMENT, LLC — reported RAUM up 26% ($501.3M -> $630.0M). IAPD ↗
63
TALBOT FINANCIAL, LLC — reported RAUM up 25% ($748.3M -> $937.5M). IAPD ↗
63
COMMONS CAPITAL, LLC — reported RAUM up 42% ($173.4M -> $246.1M). IAPD ↗
63
PEAK WEALTH MANAGEMENT, LLC — reported RAUM up 26% ($280.0M -> $352.0M). IAPD ↗
63
PARADY WEALTH MANAGEMENT — reported RAUM up 43% ($108.9M -> $156.1M). IAPD ↗
63
LEFT BRAIN WEALTH MANAGEMENT, LLC — reported RAUM up 28% ($243.4M -> $310.4M). IAPD ↗
63
TRIO ADVISORS, INC. — reported RAUM up 44% ($32.8M -> $47.1M). IAPD ↗
63
OAK HARVEST INVESTMENT SERVICES — reported RAUM up 29% ($728.8M -> $940.8M). IAPD ↗
63
WARREN STREET WEALTH ADVISORS, LLC — reported RAUM up 28% ($357.8M -> $457.8M). IAPD ↗
63
GAINPLAN LLC — reported RAUM up 26% ($381.1M -> $478.5M). IAPD ↗
63
GENCAP PORTFOLIO MANAGEMENT — reported RAUM up 28% ($309.2M -> $396.3M). IAPD ↗
63
SEASIDE WEALTH MANAGEMENT, INC. — reported RAUM up 27% ($284.8M -> $362.3M). IAPD ↗
63
SUMMIT FINANCIAL — reported RAUM up 30% ($196.5M -> $255.0M). IAPD ↗
63
CLOUD INVESTMENTS, LLC — reported RAUM up 26% ($238.1M -> $299.8M). IAPD ↗
63
SUMMIT WEALTH GROUP LLC — reported RAUM up 27% ($516.1M -> $656.3M). IAPD ↗
63
MILESTONE ASSET MANAGEMENT GROUP, LLC — reported RAUM up 41% ($157.8M -> $222.6M). IAPD ↗
63
SJBENEN ADVISORY, LLC — reported RAUM up 30% ($252.9M -> $328.5M). IAPD ↗
63
CAPITOL PRIVATE WEALTH GROUP LLC — reported RAUM up 26% ($357.8M -> $450.7M). IAPD ↗
63
KDM CAPITAL LLC — reported RAUM up 41% ($51.4M -> $72.3M). IAPD ↗
63
TCP ASSET MANAGEMENT, LLC — reported RAUM up 28% ($641.8M -> $822.1M). IAPD ↗
63
ELITE FINANCIAL, INC. — reported RAUM up 40% ($171.2M -> $239.8M). IAPD ↗
63
KLEINFELDER CAPITAL, INC. — reported RAUM up 25% ($244.8M -> $306.8M). IAPD ↗
63
MORTON BROWN FAMILY WEALTH LLC — reported RAUM up 26% ($317.9M -> $399.0M). IAPD ↗
63
ARCH GLOBAL ADVISORS, LLC — reported RAUM up 42% ($102.2M -> $144.8M). IAPD ↗
63
BRIDGES CAPITAL LLC — reported RAUM up 43% ($52.2M -> $74.7M). IAPD ↗
63
PRECISION WEALTH STRATEGIES, LLC — reported RAUM up 30% ($297.2M -> $386.3M). IAPD ↗
63
HIGHVIEW CAPITAL MANAGEMENT, LLC — reported RAUM up 30% ($280.7M -> $363.6M). IAPD ↗
63
ALPHA FINANCIAL PARTNERS LLC — reported RAUM up 27% ($295.0M -> $376.1M). IAPD ↗
63
TRIAGEN WEALTH MANAGEMENT LLC — reported RAUM up 26% ($375.0M -> $473.6M). IAPD ↗
63
JACKSONVILLE WEALTH MANAGEMENT — reported RAUM up 28% ($340.2M -> $434.6M). IAPD ↗
63
TELSEY CONSUMER FUND MANAGEMENT LP — reported RAUM up 43% ($29.0M -> $41.5M). IAPD ↗
63
EAGLE ROCK INVESTMENT COMPANY, LLC — reported RAUM up 25% ($527.8M -> $660.0M). IAPD ↗
63
CONSILIO WEALTH ADVISORS, LLC — reported RAUM up 27% ($359.7M -> $458.0M). IAPD ↗
63
GLOBAL WEALTH STRATEGIES AND ASSOCIATES, LLC — reported RAUM up 27% ($290.5M -> $369.6M). IAPD ↗
63
ALBANYADVISOR GROUP LLC — reported RAUM up 27% ($212.3M -> $270.5M). IAPD ↗
63
DKM WEALTH MANAGEMENT, INC. — reported RAUM up 27% ($216.3M -> $273.9M). IAPD ↗
63
TRANSCENDENT CAPITAL GROUP — reported RAUM up 26% ($248.5M -> $312.1M). IAPD ↗
63
DS INVESTMENT ADVISORS — reported RAUM up 28% ($270.0M -> $346.0M). IAPD ↗
63
DOVER ADVISORS, LLC — reported RAUM up 27% ($261.4M -> $332.6M). IAPD ↗
63
TRUEBLOOD WEALTH MANAGEMENT, LLC — reported RAUM up 30% ($331.6M -> $430.8M). IAPD ↗
63
BASE WEALTH MANAGEMENT — reported RAUM up 26% ($213.8M -> $269.9M). IAPD ↗
63
VOYAGE WEALTH MANAGEMENT, LLC — reported RAUM up 42% ($103.4M -> $147.0M). IAPD ↗
63
EVEXIA WEALTH, LLC — reported RAUM up 25% ($262.5M -> $329.4M). IAPD ↗
63
RAI WEALTH — reported RAUM up 25% ($326.1M -> $408.6M). IAPD ↗
63
HYJC CAPITAL OF WNY — reported RAUM up 43% ($41.7M -> $59.8M). IAPD ↗
63
ADAPT WEALTH ADVISORS, LLC — reported RAUM up 30% ($253.0M -> $327.8M). IAPD ↗
63
BEACON CAPITAL ADVISORY GROUP — reported RAUM up 44% ($105.5M -> $151.7M). IAPD ↗
63
MUSTARD SEED WEALTH MANAGEMENT — began participating in a wrap-fee program. IAPD ↗
63
MRA ADVISORY GROUP — began participating in a wrap-fee program. IAPD ↗
63
STONEBROOK PRIVATE LLC — began participating in a wrap-fee program. IAPD ↗
62
QCA CAPITAL MANAGEMENT INC — reported RAUM up 36% ($135.4M -> $183.8M). IAPD ↗
62
SEVEN HILLS FINANCIAL, LLC — reported RAUM up 40% ($106.7M -> $149.1M). IAPD ↗
62
HIGH POINT WEALTH MANAGEMENT, LLC — reported RAUM up 36% ($127.7M -> $173.3M). IAPD ↗
62
ISRAEL INVESTMENT ADVISORS, LLC — reported RAUM up 35% ($34.0M -> $45.9M). IAPD ↗
62
BASCOMB MADISON & JAMES CAPITAL MANAGEMENT — reported RAUM up 40% ($106.0M -> $148.4M). IAPD ↗
62
BARING FINANCIAL LLC — reported RAUM up 38% ($136.4M -> $188.1M). IAPD ↗
62
BRAVE EAGLE WEALTH MANAGEMENT — reported RAUM up 38% ($52.0M -> $72.0M). IAPD ↗
62
CROSS BORDER WEALTH, LLC — reported RAUM up 39% ($100.0M -> $138.8M). IAPD ↗
62
BONFIRE FINANCIAL, LLC — reported RAUM up 39% ($142.2M -> $198.2M). IAPD ↗
62
VALUES ADDED FINANCIAL — reported RAUM up 36% ($172.6M -> $234.2M). IAPD ↗
62
SUNBEAM CAPITAL MANAGEMENT, LLC — reported RAUM up 40% ($152.7M -> $213.2M). IAPD ↗
62
GO WEALTH MANAGEMENT — reported RAUM up 36% ($121.8M -> $165.6M). IAPD ↗
62
VINES CAPITAL MANAGEMENT, LLC — reported RAUM up 37% ($123.2M -> $168.3M). IAPD ↗
62
CAPITAL CS GROUP, LLC — reported RAUM up 35% ($129.5M -> $175.4M). IAPD ↗
62
TARGET ROCK WEALTH MANAGEMENT, LLC — reported RAUM up 37% ($44.5M -> $60.8M). IAPD ↗
62
BULMAN WEALTH GROUP — reported RAUM up 35% ($148.2M -> $200.6M). IAPD ↗
62
DAUS FINANCIAL GROUP, LLC — reported RAUM up 37% ($154.1M -> $211.0M). IAPD ↗
61
SKA FINANCIAL SERVICES,INC. — reported RAUM up 33% ($113.0M -> $149.9M). IAPD ↗
61
MARTIN CAPITAL ADVISORS, LLP — reported RAUM up 33% ($125.0M -> $166.6M). IAPD ↗
61
INTEGRATED FINANCIAL SOLUTIONS, INC. — reported RAUM up 34% ($168.6M -> $226.6M). IAPD ↗
61
STERLING ASSET MANAGEMENT CO INC — reported RAUM up 33% ($65.4M -> $86.8M). IAPD ↗
61
FINANCIAL LIFE PLANNERS — reported RAUM up 31% ($133.0M -> $174.6M). IAPD ↗
61
YARDLEY WEALTH MANAGEMENT LLC — reported RAUM up 30% ($147.2M -> $192.0M). IAPD ↗
61
M.A. WHELAN FINANCIAL PLANNING — reported RAUM up 35% ($43.5M -> $58.7M). IAPD ↗
61
MERIDIAN WEALTH ADVISORS, LLC — reported RAUM up 33% ($108.8M -> $144.9M). IAPD ↗
61
FLAVIN FINANCIAL SERVICES, INC. — reported RAUM up 30% ($129.8M -> $168.9M). IAPD ↗
61
SPRINGDALE CAPITAL — reported RAUM up 30% ($42.6M -> $55.5M). IAPD ↗
61
WALNUT PRIVATE EQUITY PARTNERS, LLC — reported RAUM up 33% ($145.4M -> $193.5M). IAPD ↗
61
FULCRUM WEALTH ADVISORS, LLC — reported RAUM up 33% ($105.7M -> $140.1M). IAPD ↗
61
PETERSON FINANCIAL GROUP, INC. — reported RAUM up 30% ($190.4M -> $247.6M). IAPD ↗
61
DUTCH ASSET CORPORATION — reported RAUM up 30% ($69.9M -> $91.1M). IAPD ↗
61
GALLAGHER CAPITAL ADVISORS, LLC — reported RAUM up 30% ($155.4M -> $202.6M). IAPD ↗
61
HARDING WEALTH, INC. — reported RAUM up 30% ($124.4M -> $162.1M). IAPD ↗
61
SMITH & WYATT — reported RAUM up 32% ($119.8M -> $158.6M). IAPD ↗
61
COLORADO WEALTH GROUP LLC — reported RAUM up 34% ($175.8M -> $235.3M). IAPD ↗
61
DILLOW WEALTH MANAGEMENT LLC — reported RAUM up 31% ($168.6M -> $221.0M). IAPD ↗
61
DOWNSHIFT FINANCIAL — reported RAUM up 32% ($102.8M -> $135.4M). IAPD ↗
61
RETIREMENT INCOME STRATEGIES, LLC — reported RAUM up 32% ($117.2M -> $154.6M). IAPD ↗
61
KMT WEALTH MANAGEMENT, LLC — reported RAUM up 31% ($133.9M -> $174.9M). IAPD ↗
60
COBLER CAPITAL MANAGEMENT, LLC — reported RAUM up 28% ($126.6M -> $161.6M). IAPD ↗
60
GREGORY LYLE & CO. — reported RAUM up 25% ($162.9M -> $204.1M). IAPD ↗
60
CARMICHAEL CREEL INVESTMENTS — reported RAUM up 26% ($113.0M -> $141.9M). IAPD ↗
60
NORTHSTAR FINANCIAL ADVISORS, INC. — reported RAUM up 27% ($139.8M -> $177.5M). IAPD ↗
60
MWS CAPITAL CONSULTANTS LLC — reported RAUM up 25% ($125.6M -> $157.2M). IAPD ↗
60
NEW HORIZON FINANCIAL STRATEGIES, LLC — reported RAUM up 26% ($145.4M -> $183.8M). IAPD ↗
60
OFC WEALTH MANAGEMENT — reported RAUM up 25% ($122.2M -> $153.0M). IAPD ↗
60
MACE CAPITAL MANAGEMENT, LLC — reported RAUM up 28% ($58.2M -> $74.3M). IAPD ↗
60
FIDUCIARY MANAGEMENT GROUP, LLC — reported RAUM up 30% ($49.4M -> $64.2M). IAPD ↗
60
ALPENGLOBAL CAPITAL, LLC — reported RAUM up 28% ($132.2M -> $169.0M). IAPD ↗
60
BARRON FINANCIAL GROUP, LLP — reported RAUM up 28% ($131.6M -> $168.8M). IAPD ↗
60
ANDREW HILL INVESTMENT ADVISORS, INC. — reported RAUM up 29% ($172.7M -> $222.3M). IAPD ↗
60
RM SINCERBEAUX CAPITAL MANAGEMENT, LLC. — reported RAUM up 29% ($178.0M -> $230.0M). IAPD ↗
60
FINANCIAL INSTITUTION SERVICES, LLC — reported RAUM up 27% ($173.2M -> $220.4M). IAPD ↗
60
LARSEN WEALTH MANAGEMENT — reported RAUM up 26% ($120.4M -> $151.4M). IAPD ↗
60
TEEPLE SNYDER NEWSOME WEALTH MANAGEMENT — reported RAUM up 29% ($169.5M -> $217.9M). IAPD ↗
60
BAUTIS FINANCIAL, LLC — reported RAUM up 29% ($122.0M -> $156.8M). IAPD ↗
60
CHELSEA ADVISORY SERVICES, INC — reported RAUM up 26% ($101.0M -> $126.9M). IAPD ↗
60
WORTH ADVISORS — reported RAUM up 30% ($179.3M -> $232.9M). IAPD ↗
60
VIEWPOINT CAPITAL MANAGEMENT — reported RAUM up 28% ($177.6M -> $228.0M). IAPD ↗
60
OCTAVIA INVESTMENTS LLC — reported RAUM up 30% ($192.1M -> $248.9M). IAPD ↗
60
REDWOOD INVESTMENT GROUP, INC — reported RAUM up 27% ($139.0M -> $176.4M). IAPD ↗
60
INNOVA WEALTH PARTNERS, LLC — reported RAUM up 28% ($178.4M -> $228.2M). IAPD ↗
60
ONE HOPPER ASSET MANAGEMENT — reported RAUM up 26% ($40.9M -> $51.7M). IAPD ↗
60
SIMS INVESTMENT MANAGEMENT LLC — reported RAUM up 27% ($193.7M -> $245.9M). IAPD ↗
60
LEGACY WEALTH MANAGEMENT INC. — reported RAUM up 25% ($141.7M -> $177.3M). IAPD ↗
60
CULTIVATING WEALTH — reported RAUM up 27% ($131.2M -> $166.6M). IAPD ↗
60
MEDICUS WEALTH PLANNING, INC. — reported RAUM up 29% ($100.9M -> $130.3M). IAPD ↗
60
YOUR FINANCIAL PHARMACIST — reported RAUM up 28% ($27.7M -> $35.4M). IAPD ↗
60
VIRTUE ASSET MANAGEMENT LLC — reported RAUM up 26% ($147.7M -> $185.4M). IAPD ↗
60
ADVICE & PLANNING SERVICES LLC — reported RAUM up 27% ($133.9M -> $169.9M). IAPD ↗
60
PROTA FINANCIAL — reported RAUM up 28% ($182.0M -> $233.7M). IAPD ↗
60
RED CRANE WEALTH MANAGEMENT, LLC — reported RAUM up 26% ($106.0M -> $134.1M). IAPD ↗
60
LAUER WEALTH MANAGEMENT — reported RAUM up 26% ($141.1M -> $178.2M). IAPD ↗
60
KANE FINANCIAL — reported RAUM up 28% ($44.4M -> $56.6M). IAPD ↗
60
GRANT PRIVATE WEALTH MANAGEMENT — reported RAUM up 26% ($105.8M -> $133.9M). IAPD ↗
60
VESTED FINANCIAL PLANNING, LLC — reported RAUM up 27% ($101.6M -> $129.2M). IAPD ↗
60
AVANT FINANCIAL ADVISORS — reported RAUM up 25% ($126.6M -> $158.5M). IAPD ↗
60
FIDUCIARY WEALTH GROUP, LLC — reported RAUM up 26% ($110.7M -> $140.0M). IAPD ↗
60
COOKSEN WEALTH, LLC — reported RAUM up 26% ($141.9M -> $178.9M). IAPD ↗
60
BIRCH WEALTH MANAGEMENT — reported RAUM up 30% ($38.3M -> $49.7M). IAPD ↗
60
PALADINO WEALTH — reported RAUM up 28% ($129.1M -> $165.2M). IAPD ↗
60
WISE WEALTH PARTNERS, LLC — reported RAUM up 26% ($100.9M -> $126.6M). IAPD ↗
60
SKY-MOUNTAIN CAPITAL MANAGEMENT — reported RAUM up 27% ($148.3M -> $188.8M). IAPD ↗
60
ALLIANCE WEALTH MANAGEMENT PARTNERS LLC — reported RAUM up 27% ($184.3M -> $234.6M). IAPD ↗
60
VERUS FINANCIAL GROUP — reported RAUM up 29% ($100.7M -> $129.7M). IAPD ↗
60
TRUEWEALTH FINANCIAL PARTNERS — reported RAUM up 26% ($178.7M -> $224.7M). IAPD ↗
60
PEACE OF MIND WEALTH MANAGEMENT — reported RAUM up 26% ($169.3M -> $214.1M). IAPD ↗
60
CROWN POINT WEALTH ADVISORS — reported RAUM up 27% ($111.0M -> $141.5M). IAPD ↗
60
CENTERPOINT ADVISORY GROUP, LLC — reported RAUM up 27% ($186.4M -> $236.8M). IAPD ↗
60
CORNERSTONE FINANCIAL GROUP — reported RAUM up 25% ($146.9M -> $183.8M). IAPD ↗
60
LIFEGOAL WEALTH ADVISORS LLC — reported RAUM up 25% ($140.0M -> $175.0M). IAPD ↗
60
BLUE SKY CAPITAL CONSULTANTS GROUP, INC. — reported RAUM up 28% ($193.4M -> $247.8M). IAPD ↗
60
TAGLICH BROTHERS, INC. — began participating in a wrap-fee program. IAPD ↗
60
SIGNATURE FINANCIAL SERVICES, LTD — began participating in a wrap-fee program. IAPD ↗
60
DAVID P. GILLIAM & ASSOCIATES, INC. — began participating in a wrap-fee program. IAPD ↗
60
CXI ADVISORS, LLC — began participating in a wrap-fee program. IAPD ↗
85
CORYELL INVESTMENT MANAGEMENT LP — (NEW YORK, NY) is newly SEC-registered (provisional 120-day approval) with $0 RAUM and 3 advisory reps. IAPD ↗institutional
85
THISTLE CREEK CAPITAL, LLC — (LEHI, UT) is newly SEC-registered with $183.6M RAUM and 6 advisory reps. IAPD ↗institutional
85
CARO INVESTORS — (CHEVY CHASE, MD) is newly SEC-registered (provisional 120-day approval) with $0 RAUM and 1 advisory reps. IAPD ↗institutional
85
DRC INVESTMENT ADVISORS, LLC — (SANTA MONICA, CA) is newly SEC-registered (provisional 120-day approval) with $0 RAUM and 5 advisory reps. IAPD ↗institutional
85
ADAMS STREET ADVISORS, LLC — (CHICAGO, IL) is newly SEC-registered with $0 RAUM and 142 advisory reps. IAPD ↗institutional
85
WILLOW PARTNER ADVISORS, LLC — (PRIDES CROSSING, MA) is newly SEC-registered with $0 RAUM and 10 advisory reps. IAPD ↗institutional
85
ALTIUM INVESTMENT STRATEGIES LLC — (WESLEY CHAPEL, FL) is newly SEC-registered (provisional 120-day approval) with $0 RAUM and 1 advisory reps. IAPD ↗institutional
85
THE FAMILY OFFICES GLOBAL VENTURES INC. — (NEW YORK, NY) is newly SEC-registered (provisional 120-day approval) with $0 RAUM and 2 advisory reps. IAPD ↗institutional
85
ELDRIDGE SME ADVISERS — (NEW YORK, NY) is newly SEC-registered (provisional 120-day approval) with $0 RAUM and 8 advisory reps. IAPD ↗institutional
85
EVERVIEW PARTNERS, L.P. — (NEW YORK, NY) is newly SEC-registered (provisional 120-day approval) with $0 RAUM and 1 advisory reps. IAPD ↗institutional
85
BLUE OWL ALTERNATIVE CREDIT ADVISORS II LLC — (NEW YORK, NY) is newly SEC-registered with $0 RAUM and 170 advisory reps. IAPD ↗institutional
85
CC CAPITAL INSURANCE ADVISORS LLC — (NEW YORK, NY) is newly SEC-registered (provisional 120-day approval) with $0 RAUM and 1 advisory reps. IAPD ↗institutional
85
OASIS CAPITAL PARTNERS — (GILBERT, AZ) is newly SEC-registered with $0 RAUM and 2 advisory reps. IAPD ↗institutional
85
AZORIA CAPITAL, INC. — (WASHINGTON, DC) is newly SEC-registered (provisional 120-day approval) with $0 RAUM and 3 advisory reps. IAPD ↗institutional
83
CROSSBEAM VENTURE PARTNERS — (NEW YORK, NY) is newly SEC-registered with $423.1M RAUM and 3 advisory reps. IAPD ↗fund
83
83
SITUATIONAL AWARENESS LP — (SAN FRANCISCO, CA) is newly SEC-registered with $383.0M RAUM and 2 advisory reps. IAPD ↗fund
80
PUISSANCE CAPITAL MANAGEMENT LP — (location n/a) is newly SEC-registered (provisional 120-day approval) with $14.9M RAUM and 1 advisory reps. IAPD ↗fund
80
BLEECKER STREET CAPITAL MANAGEMENT, LLC — (BROOKLYN, NY) is newly SEC-registered with $64.0M RAUM and 3 advisory reps. IAPD ↗fund
80
KUAHIWI MANAGEMENT LLC — (BOSTON, MA) is newly SEC-registered (provisional 120-day approval) with $21.4M RAUM and 4 advisory reps. IAPD ↗fund
75
MORTGAGE INDUSTRY ADVISORY COMPANY — crossed $1B in regulatory AUM ($863.6M -> $1.39B). IAPD ↗institutional
75
SILICON VALLEY RETIREMENT SERVICES, LLC — crossed $1B in regulatory AUM ($944.3M -> $1.14B). IAPD ↗institutional
75
GLACIER PEAK CAPITAL MANAGEMENT, LLC — crossed $1B in regulatory AUM ($774.2M -> $11.17B). IAPD ↗institutional
75
75
HAUSER RETIREMENT SOLUTIONS 2 LLC — crossed $1B in regulatory AUM ($965.7M -> $1.17B). IAPD ↗institutional
70
70
70
70
70
70
VALUEQUEST INVESTMENT ADVISORS PRIVATE LTD — (MUMBAI, India) is newly SEC-registered with $2.18B RAUM and 27 advisory reps. IAPD ↗foreign
70
NORTHCAPE CAPITAL — (SYDNEY, NEW SOUTH WALES, Australia) is newly SEC-registered with $9.13B RAUM and 17 advisory reps. IAPD ↗foreign
68
PROMETHEUS WEALTH MANAGEMENT SAM — (MONACO, Monaco) is newly SEC-registered with $950.0M RAUM and 6 advisory reps. IAPD ↗foreign
65
65
65
INTEGRATED FINANCIAL PLANNING SERVICES — (HEIDELBERG, Germany) is newly SEC-registered with $0 RAUM and 3 advisory reps. IAPD ↗foreign
65
TANCOOK INVESTMENT MANAGEMENT LIMITED — (TORONTO, ONTARIO, Canada) is newly SEC-registered with $0 RAUM and 4 advisory reps. IAPD ↗foreign
65
DT INVESTMENT MANAGEMENT IFSC LLP — (GIFT CITY, GANDHI NAGAR, GUJARAT, India) is newly SEC-registered with $0 RAUM and 4 advisory reps. IAPD ↗foreign
65
63
63
62
60
PNC STEEL CITY ADVISORS, LLC — crossed $500M in regulatory AUM ($27.7M -> $532.3M). IAPD ↗institutional
60
CURASSET CAPITAL MANAGEMENT, LLC — crossed $500M in regulatory AUM ($473.0M -> $601.7M). IAPD ↗institutional
60
60
60
60
60
60
60
60
60
60
HAUSSMANN 1864 CAPITAL MANAGEMENT LLC — 's provisional registration is now fully approved. IAPD ↗fund
59
59
58
58
58
58
58
57
57
57
57
55
55
55
55
PACIFIC HEIGHTS ASSET MANAGEMENT, LLC — reported RAUM up 27% ($3.12B -> $3.96B). IAPD ↗institutional
55
55
55
55
55
55
55
55
55
54
LEHRER FINANCIAL & ECONOMIC ADVISORY SERVICES — reported RAUM up 31% ($231.0M -> $301.8M). IAPD ↗institutional
54
54
53
53
52
51
50
50
50
46
45
45
43
40
NEUMANN ADVISORY HONG KONG LIMITED — crossed $500M in regulatory AUM ($452.4M -> $505.1M). IAPD ↗foreign
40
40
40
40
40
38
35
35
34
33
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.